Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF, to m.in Mainstay Capital Management Llc /adv, Acorn Financial Advisory Services Inc /adv, Madrid Financial Services, Fischer Investment Strategies, Llc, Turn8 Private Wealth Inc., Ayalon Holdings Ltd., WealthPlan Investment Management, LLC, Marin Bay Wealth Advisors, LLC, Fortis Group Advisors, LLC, Toroso Investments, LLC, Balyasny Asset Management Llc, Ascent Advisors, LLC, Citizens Financial Group Inc/ri, Sonoma Private Wealth LLC, Concentrum Wealth Management, Gts Securities Llc, Convergence Financial, LLC, Envision Financial Transparency, LLC, Nations Financial Group Inc, /ia/ /adv, i Clarius Group, LLC .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
Zaktualizuj aby odblokować dane premii.
| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 1 152 | 191 | ||||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 9 | 2 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 4 295 | 2 653,21 | 712 | 2 862,50 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 332 632 | 14,48 | 55 117 | 21,11 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 23 | 4 | ||||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 100 | 17 | ||||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 5 095 | 15,27 | 844 | 21,97 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 14 048 | 15,37 | 2 328 | 22,02 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 2 168 271 | 1,17 | 359 283 | 7,03 | ||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 2 130 | 69,99 | 353 | 68,42 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 34 475 | 9,71 | 5 712 | 16,07 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 7 487 | 5,87 | 1 241 | 12,01 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11 641 | 1,56 | 1 929 | 7,41 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 4 792 | 3,45 | 794 | 9,52 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 4 727 | 9,47 | 783 | 15,83 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 5 933 | 34,93 | 1 034 | 37,14 | ||||
| 2026-04-08 | 13F | Spinnaker Investment Group, LLC | 4 000 | 17,65 | 663 | 24,44 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 43 888 | 50,52 | 7 272 | 59,26 | ||||
| 2026-04-07 | 13F | Howard Financial Services, Ltd. | 3 102 | 83,99 | 514 | 94,70 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 8 936 | 17,39 | 1 481 | 24,16 | ||||
| 2026-05-12 | 13F | Creative Planning | 12 631 | 29,12 | 2 093 | 36,55 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 5 654 | 178,80 | 937 | 195,27 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 6 733 | 14,90 | 1 116 | 21,59 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 6 382 | 44,39 | 1 | |||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 7 108 | 1,92 | 1 178 | 7,78 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 9 321 | 15,50 | 1 545 | 22,25 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 736 972 | 13,11 | 122 116 | 19,67 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 43 266 | 29,97 | 7 169 | 37,52 | ||||
| 2026-04-24 | 13F | Stegent Equity Advisors, Inc. | 13 145 | 3,70 | 2 178 | 9,72 | ||||
| 2026-04-27 | 13F | Turn8 Private Wealth Inc. | 24 694 | 4 092 | ||||||
| 2026-05-06 | 13F | Berbice Capital Management LLC | 60 | 10 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 228 497 | 29,19 | 37 561 | 35,59 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 18 705 | 4,18 | 3 099 | 10,21 | ||||
| 2026-04-15 | 13F | Access Financial Services, Inc. | 5 668 | 0,53 | 939 | 6,34 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 225 | 8,17 | 37 | 15,63 | ||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 6 097 | 7,47 | 1 010 | 13,74 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 22 | 4 | ||||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 3 550 | 3,95 | 588 | 10,11 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 68 974 | 8 939,84 | 11 429 | 9 504,20 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 9 474 | 98,20 | 1 570 | 109,76 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 6 297 | 12,69 | 1 043 | 19,20 | ||||
| 2026-05-05 | 13F | Philadelphia Investment Partners, LLC | 60 | 10 | ||||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 1 292 | 214 | ||||||
| 2026-05-15 | 13F | Van Eck Associates Corp | 114 | 0 | ||||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 172 | 29 | ||||||
| 2026-02-13 | 13F | Barclays Plc | 15 000 | 2 349 | ||||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 135 | 22 | ||||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 2 084 | 0,05 | 345 | 5,83 | ||||
| 2026-05-14 | 13F | Chancellor Financial Group WB LP | 1 737 | 288 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 189 390 | 19,68 | 31 | 29,17 | ||||
| 2026-05-14 | 13F | Axim Planning & Wealth | 2 931 | 29,01 | 486 | 36,62 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 6 621 | 3,39 | 1 097 | 9,37 | ||||
| 2026-05-04 | 13F | Wellington Shields & Co., LLC | 3 209 | 1,74 | 532 | 7,49 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 60 | 10 | ||||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 105 218 | 34,05 | 17 435 | 41,81 | ||||
| 2026-05-05 | 13F | Bluedoor Private Wealth, Llc | 4 907 | 8,20 | 813 | 14,51 | ||||
| 2026-04-27 | 13F | Pachira Investments Inc. | 43 042 | 37,89 | 7 132 | 45,88 | ||||
| 2026-05-12 | 13F | Holderness Investments Co | 2 541 | 10,43 | 421 | 16,67 | ||||
| 2026-05-01 | 13F | Avion Wealth | 41 | 0 | ||||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 8 880 | 102,69 | 1 471 | 114,43 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 19 349 | 4,35 | 3 206 | 10,40 | ||||
| 2026-05-14 | 13F | Kane Investment Management, Inc. | 4 875 | 38,45 | 808 | 46,46 | ||||
| 2026-05-07 | 13F | Meeder Advisory Services, Inc. | 1 295 | 0,86 | 215 | 6,47 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 8 490 | 56,87 | 1 407 | 66,00 | ||||
| 2026-06-04 | 13F | Fischer Investment Strategies, Llc | 33 127 | 5 489 | ||||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 4 097 | 3,36 | 679 | 9,35 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 9 414 | 11,00 | 1 560 | 17,39 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 34 596 | 1,45 | 5 733 | -3,71 | ||||
| 2026-05-15 | 13F | Sonoma Private Wealth LLC | 2 989 | 495 | ||||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 1 694 | 281 | ||||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 216 | 9,09 | 36 | 16,67 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 31 136 | 2,80 | 5 159 | 8,75 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 1 153 | 73,12 | 191 | 83,65 | ||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 2 681 | 444 | ||||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 1 477 | 13,53 | 245 | 20,20 | ||||
| 2026-04-10 | 13F | IAM Advisory, LLC | 2 401 | 0,04 | 398 | 5,87 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 4 962 | 30,85 | 822 | 39,32 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 100 | 17 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 2 103 | 62,65 | 348 | 72,28 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 266 754 | 20,03 | 44 212 | 26,97 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 862 | 146,29 | 143 | 162,96 | ||||
| 2026-04-14 | 13F | Cathy Pareto & Associates, Inc | 1 601 | 1,72 | 265 | 7,72 | ||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 1 333 | 0,15 | 221 | 5,77 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 7 094 | 72,77 | 1 176 | 82,74 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 1 389 | 2,21 | 218 | 2,84 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 3 069 | 25,62 | 509 | 19,25 | ||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 8 999 | 11,83 | 1 491 | 18,33 | ||||
| 2026-05-15 | 13F | Madrid Financial Services | 51 610 | 8 552 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 3 682 | 9,45 | 577 | 10,34 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 70 503 | 1,26 | 11 682 | 7,13 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 446 | 127,55 | 74 | 143,33 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 4 462 | 1,92 | 739 | 7,88 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 20 935 | 3,15 | 3 469 | 9,13 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 3 108 | 44,29 | 515 | 52,52 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 1 681 | 0,18 | 279 | 6,11 | ||||
| 2026-04-21 | 13F | Artesa Financial Group, LLC | 41 377 | 3,09 | 6 856 | 9,07 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 317 | 53 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 30 745 | 28,13 | 5 094 | 35,55 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 2 200 | 365 | ||||||
| 2026-04-15 | 13F | Compagnie Lombard Odier SCmA | 2 000 | 100,00 | 331 | 112,18 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 30 419 | 23,75 | 5 040 | 30,91 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 140 | 23 | ||||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 1 400 | 232 | ||||||
| 2026-04-08 | 13F | McNaughton Wealth Management, LLC | 24 793 | 45,56 | 4 108 | 54,03 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 47 574 | 8,11 | 7 883 | 14,38 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 9 | 1 | ||||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 188 | 31 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 14 | 2 | ||||||
| 2026-05-14 | 13F | Rhodes Investment Advisors Inc /adv | 1 835 | 23,57 | 304 | 31,03 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 164 314 | 0,18 | 27 227 | 5,98 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 16 477 | 11,88 | 2 730 | 18,39 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 14 653 | 22,72 | 2 297 | 23,89 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 2 806 | 465 | ||||||
| 2026-05-05 | 13F | Atria Investments Llc | 6 418 | 7,27 | 1 063 | 13,45 | ||||
| 2026-05-06 | 13F | Wall Street Financial Group, Inc. | 23 | 4 | ||||||
| 2026-05-13 | 13F | Caitlin John, LLC | 30 | 5 | ||||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 20 688 | 17,11 | 3 428 | 23,93 | ||||
| 2026-04-27 | 13F | Arrien Investments, Inc. | 2 410 | 51,10 | 399 | 60,24 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 115 401 | 49,53 | 19 122 | 58,19 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 399 | 0,25 | 66 | 6,45 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 10 165 | 11,28 | 1 684 | 17,76 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 1 324 | 207 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 186 237 | 0,67 | 29 170 | 104 078,57 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 5 270 | 11,16 | 873 | 17,65 | ||||
| 2026-05-15 | 13F | Round Rock Advisors, LLC | 2 038 | 13,73 | 338 | 20,36 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 3 863 | 188,93 | 655 | 213,40 | ||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 1 280 | 201 | ||||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 5 573 | 18,50 | 1 | |||||
| 2026-05-12 | 13F | Belvedere Trading LLC | Call | 4 700 | 62,07 | 779 | 71,37 | |||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 1 748 | 290 | ||||||
| 2026-05-04 | 13F | Savant Capital, LLC | 1 616 | 2,73 | 268 | 8,54 | ||||
| 2026-05-12 | 13F | Belvedere Trading LLC | Put | 14 300 | 1 488,89 | 2 370 | 1 592,14 | |||
| 2026-05-13 | 13F | Protective Life Corp | 846 | 140 | ||||||
| 2026-01-14 | 13F | Clarius Group, LLC | 2 308 | 362 | ||||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 8 495 | 0,63 | 1 408 | 6,43 | ||||
| 2026-05-12 | 13F | Belvedere Trading LLC | 9 994 | 1 656 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 20 221 | 9,83 | 3 351 | 16,72 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 14 433 | 0,70 | 2 417 | -5,77 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 75 488 | 0,43 | 12 508 | 6,24 | ||||
| 2026-05-11 | 13F | Exit Wealth Advisors, LLC. | 4 344 | 133,67 | 720 | 147,08 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 6 945 | 4,70 | 1 151 | 10,68 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 2 848 | 0,04 | 472 | 5,84 | ||||
| 2026-04-16 | 13F | First Community Trust Na | 23 | 4 | ||||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 7 520 | 14,98 | 1 246 | 21,68 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 632 | 105 | ||||||
| 2026-04-10 | 13F | Sar Wealth Management Group, Llc | 1 761 | 6,53 | 292 | 12,79 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 101 | 17 | ||||||
| 2026-04-21 | 13F | WT Wealth Management | 31 625 | 7,92 | 5 240 | 14,19 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 10 704 | 18,25 | 1 774 | 25,12 | ||||
| 2026-04-29 | 13F | Nilsine Partners, LLC | 9 906 | 0,11 | 1 643 | 6,00 | ||||
| 2026-05-14 | 13F | RM Financial Services, LLC | 35 574 | 16,26 | 5 895 | 23,00 | ||||
| 2026-05-14 | 13F | Mission Creek Capital Partners, Inc. | 1 799 | 23,64 | 298 | 31,28 | ||||
| 2026-04-07 | 13F | Eastern Bank | 412 | 3,00 | 68 | 9,68 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 276 | 46 | ||||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 1 866 | 309 | ||||||
| 2026-04-13 | 13F | BFI Infinity Ltd. | 1 897 | 35,79 | 308 | 41,28 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 128 625 | 10,65 | 20 173 | 10,80 | ||||
| 2026-05-14 | 13F | Integrity Financial Corp /WA | 56 | 9 | ||||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 7 774 | 751,48 | 1 288 | 800,70 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 111 812 | 14,23 | 19 | 20,00 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 1 694 | 180 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 557 207 | 21,60 | 92 301 | 28,62 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 352 527 | 15,41 | 58 414 | 22,09 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 5 783 | 117,00 | 958 | 129,74 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 3 624 | 29,11 | 601 | 36,67 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 10 | 2 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 61 794 | 13,03 | 10 239 | 19,59 | ||||
| 2026-04-10 | 13F | Green Ridge Wealth Planning LLC | 29 186 | 0,34 | 4 836 | 6,15 | ||||
| 2026-04-13 | 13F | Ayalon Holdings Ltd. | 9 477 | 2 | ||||||
| 2026-05-11 | 13F | Guardian Capital, LLC | 5 284 | 46,17 | 876 | 54,59 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 2 099 | 54,45 | 348 | 64,45 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 4 175 | 9,70 | 692 | 15,94 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 23 983 | 0,61 | 3 974 | 6,43 | ||||
| 2026-05-13 | 13F | LM Advisors LLC | 994 | 5,74 | 6 | 0,00 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 41 858 | 16,23 | 7 | 20,00 | ||||
| 2026-04-10 | 13F | McCollum Christoferson Group LLC | 19 810 | 929,09 | 3 283 | 990,37 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 2 709 | 9,68 | 449 | 16,06 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 61 | 103,33 | 10 | 150,00 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 11 576 | 3,46 | 1 918 | 9,47 | ||||
| 2026-05-19 | 13F | Financial Avengers, Inc. | 130 | 22 | ||||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 46 596 | 1,26 | 7 721 | 7,12 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 1 809 | 300 | ||||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 15 884 | 6,59 | 2 632 | 12,72 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 1 497 | 21,71 | 0 | |||||
| 2026-05-20 | 13F | Norris Financial Group, LLC | 0 | 0 | ||||||
| 2026-04-30 | 13F | Csenge Advisory Group | 2 814 | 28,43 | 466 | 35,86 | ||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 1 369 | 227 | ||||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 1 722 | 285 | ||||||
| 2026-05-08 | 13F | Valley Brook Capital Group, Inc. | 3 626 | 14,17 | 601 | 20,72 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 12 964 | 15,37 | 2 148 | 22,05 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 3 712 | 82,41 | 615 | 93,40 | ||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 25 310 | 4 194 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 51 | 9 | ||||||
| 2026-05-05 | 13F | Financial Concepts Unlimited, Inc. | 1 480 | 245 | ||||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 19 | 3 | ||||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 18 659 | 5,14 | 3 | 50,00 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 1 305 | 216 | ||||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 26 267 | 2,55 | 4 | 0,00 | ||||
| 2026-04-28 | 13F | PCG Wealth Advisors, LLC | 10 109 | 8,49 | 1 675 | 14,80 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 200 967 | 8,86 | 33 300 | 15,16 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 18 561 | 8,19 | 3 076 | 14,44 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 5 808 | 24,05 | 962 | 31,24 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 4 124 | 5 791,43 | 683 | 6 730,00 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 10 697 | 9,98 | 1 675 | 10,85 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 4 173 | 10,31 | 654 | 11,05 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1 966 860 | 13,75 | 325 909 | 20,34 | ||||
| 2026-05-12 | 13F | Carr Financial Group Corp | 9 158 | 6,07 | 1 517 | 12,20 | ||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 10 | 2 | ||||||
| 2026-05-13 | 13F | Prosperity Financial Group, Inc. | 4 531 | 5,84 | 751 | 11,94 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 80 | 13 | ||||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 1 448 | 240 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 2 498 | 414 | ||||||
| 2026-05-05 | 13F | PFG Advisors | 1 410 | 234 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 6 226 | 26,85 | 1 056 | 37,50 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 645 | 7,50 | 107 | 13,98 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 50 424 | 17,60 | 8 073 | 20,21 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 1 968 | 326 | ||||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 6 113 | 1 013 | ||||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 1 694 | 3,67 | 281 | 9,80 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 399 687 | 14,11 | 66 228 | 20,72 | ||||
| 2026-04-30 | 13F | Equitable Trust Co | 1 827 | 303 | ||||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 9 128 | 0,41 | 1 430 | 1,13 | ||||
| 2026-05-05 | 13F | UBS Group AG | 811 147 | 3,38 | 134 407 | 9,36 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 9 720 | 1 611 | ||||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 190 | 31 | ||||||
| 2026-04-15 | 13F | Activest Wealth Management | 810 | 21,26 | 134 | 28,85 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 18 838 | 5,82 | 3 227 | 4,33 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 24 346 | 0,03 | 4 034 | 5,82 | ||||
| 2026-05-15 | 13F | Fmr Llc | 20 558 | 18,98 | 3 406 | 25,87 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 40 413 | 20,12 | 6 697 | 27,08 | ||||
| 2026-05-15 | 13F | Beck Capital Management, Llc | 39 771 | 0,14 | 6 590 | 5,95 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 5 706 | 2,20 | 946 | 8,12 | ||||
| 2026-05-05 | 13F | Ridgeline Wealth Planning, LLC | 1 267 | 210 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 12 785 | 1,18 | 2 119 | 7,02 | ||||
| 2026-05-04 | 13F | Concentrum Wealth Management | 2 888 | 479 | ||||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 125 622 | 39,34 | 21 313 | 50,93 | ||||
| 2026-05-11 | 13F | Millennium Capital Advisors, LLC | 2 300 | 27,78 | 381 | 35,59 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 79 823 | 13 227 | ||||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 10 106 | 1,80 | 1 675 | 7,72 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 60 323 | 2,92 | 9 996 | 8,88 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 23 011 | 20,78 | 3 818 | 27,70 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 18 500 | 203,28 | 3 065 | 220,94 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 24 257 | 11,16 | 4 019 | 17,62 | ||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 20 893 | 3 | ||||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 1 376 | 228 | ||||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 10 826 | 3,94 | 1 795 | 9,99 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 15 879 | 0,02 | 2 631 | 5,83 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 41 431 | 2,83 | 6 864 | 8,78 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 1 268 | 21,34 | 210 | 28,83 | ||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | 2 335 | 9,42 | 387 | 15,57 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 40 979 | 3,13 | 6 790 | 9,11 | ||||
| 2026-04-10 | 13F | Connecticut Capital Management Group, LLC | 1 296 | 215 | ||||||
| 2026-04-20 | 13F | Heritage Wealth Management, Inc. | 1 244 | 206 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 105 798 | 2,54 | 16 571 | 3,32 | ||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 1 650 | 17,19 | 274 | 24,09 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 12 312 | 33,30 | 2 040 | 41,08 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 2 185 | 2,39 | 362 | 8,08 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 19 258 | 46,43 | 3 191 | 54,90 | ||||
| 2026-04-03 | 13F | Adirondack Trust Co | 408 | 89,77 | 68 | 103,03 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 695 | 23,01 | 115 | 30,68 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 18 113 | 8,99 | 3 001 | 15,33 | ||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 5 302 | 888 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 2 551 | 6,03 | 423 | 12,23 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 11 023 | 12,31 | 1 826 | 18,80 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 1 713 | 0,06 | 284 | 5,60 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 495 | 12,76 | 82 | 20,59 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 32 496 | 7,39 | 5 385 | 13,61 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 19 621 | 644,35 | 3 245 | |||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 300 | 50 | ||||||
| 2026-05-05 | 13F | Northstar Financial Companies, Inc. | 9 420 | 58,69 | 1 561 | 67,92 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 463 | 44,24 | 77 | 52,00 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 17 088 | 559,01 | 2 831 | 597,29 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 3 894 | 25,86 | 645 | 33,26 | ||||
| 2026-03-09 | 13F | Lifetime Wealth Management P.C. | 16 | 262 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 527 943 | 17,61 | 87 480 | 24,42 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 221 008 | 7,97 | 36 621 | 14,23 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 8 093 | 0,80 | 1 341 | 6,60 | ||||
| 2026-05-01 | 13F | Triton Wealth Management, PLLC | 1 224 | 209 | ||||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 218 | 36 | ||||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 4 060 | 9,17 | 673 | 15,46 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 5 181 | 17,32 | 859 | 24,17 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 169 | 28 | ||||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 100 | 17 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 2 411 | 7,25 | 399 | 13,35 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 5 367 | 4 607,89 | 889 | 5 129,41 | ||||
| 2026-05-08 | 13F | Bokf, Na | 281 | 47 | ||||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 14 402 | 2,46 | 2 386 | 8,41 | ||||
| 2026-05-13 | 13F | Cpwa, Llc | 2 177 | 369 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 17 153 | 7,05 | 2 842 | 13,27 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 35 655 | 5 908 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 14 702 | 26,84 | 2 436 | 34,21 | ||||
| 2026-05-08 | 13F | Atlantic Family Wealth, Llc | 5 611 | 23,35 | 930 | 30,48 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 1 746 | 289 | ||||||
| 2026-05-11 | 13F | Beto Financial Group, Llc | 10 957 | 479,12 | 1 826 | 456,71 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 18 737 | 41,25 | 3 105 | 49,45 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 10 073 | 2,37 | 1 669 | 8,31 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 153 727 | 136,75 | 25 473 | 150,46 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 3 626 | 601 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 140 713 | 12,88 | 23 319 | 19,41 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 2 886 | 11,56 | 478 | 18,02 | ||||
| 2026-05-15 | 13F | Chokshi & Queen Wealth Advisors, Inc | 1 527 | 253 | ||||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 16 999 | 2 817 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 4 893 | 343,21 | 811 | 370,93 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 95 064 | 4,86 | 15 752 | 11,67 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 5 731 | 7,48 | 950 | 13,65 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 13 529 | 1,02 | 2 242 | 6,87 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 207 | 34 | ||||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 29 484 | 1,31 | 4 885 | 7,17 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 114 217 | 97,69 | 18 926 | 109,14 | ||||
| 2026-05-11 | 13F | Marin Bay Wealth Advisors, LLC | 6 025 | 998 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | Put | 200 | 30 | |||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 29 159 | 4 832 | ||||||
| 2026-04-14 | 13F | Juncture Wealth Strategies, Llc | 25 544 | 14,44 | 4 233 | 21,09 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 6 500 | 116,67 | 1 077 | 129,64 | |||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 3 795 | 169,72 | 621 | 152,03 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 1 822 | 302 | ||||||
| 2026-05-01 | 13F | Rossmore Private Capital | 600 | 71,43 | 99 | 83,33 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 1 198 | 35,37 | 215 | 55,80 | ||||
| 2026-06-01 | 13F | Foguth Wealth Management, LLC. | 1 572 | 23,20 | 279 | 36,10 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 6 163 | 42,76 | 1 021 | 51,04 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 91 168 | 10,74 | 15 107 | 17,16 | ||||
| 2026-05-13 | 13F | Envision Financial Transparency, LLC | 2 641 | 0 | ||||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 5 000 | 801 | ||||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 2 733 | 13,73 | 453 | 20,21 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 163 | -1,81 | ||||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2 178 | 6,04 | 361 | 12,15 | ||||
| 2026-04-29 | 13F | Warner Group LLC | 7 619 | 28,57 | 1 263 | 35,99 | ||||
| 2026-04-08 | 13F | Presidio Capital Management, LLC | 85 436 | 2,10 | 14 157 | 8,01 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 2 347 | 3,80 | 389 | 9,60 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 16 691 | 1,95 | 2 766 | 7,84 | ||||
| 2026-04-29 | 13F | Ascent Advisors, LLC | 4 866 | 806 | ||||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 3 117 | 3,31 | 516 | 9,32 | ||||
| 2026-05-15 | 13F | Balyasny Asset Management Llc | 5 000 | 828 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 7 235 | 1 199 | ||||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 2 029 | 336 | ||||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 11 556 | 180,42 | 1 915 | 196,74 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 2 208 | 3,86 | 366 | 9,61 | ||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 4 749 | 16,68 | 787 | 23,39 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 7 669 | 400,59 | 1 271 | 431,38 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 16 302 | 0,96 | 2 701 | 6,80 | ||||
| 2026-05-12 | 13F | Mainstay Capital Management Llc /adv | 156 035 | 25 855 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 3 828 | 10,73 | 634 | 17,19 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 5 658 | 26,21 | 937 | 33,48 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 4 534 | 16,11 | 751 | 22,91 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 2 701 | 448 | ||||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 41 978 | 1,21 | 6 956 | 7,07 |
