Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w PGIM ETF Trust - PGIM Ultra Short Bond ETF, to m.in LeClair Wealth Partners LLC, Navigation Group, LLC, Fortis Capital Management LLC, Bouvel Investment Partners, LLC, Alpha Zero LLC, Mount Yale Investment Advisors, LLC, Vestmark Advisory Solutions, Inc., Richardson Capital Management LLC, Macco Financial Group, Inc., O'shaughnessy Asset Management, Llc, LexAurum Advisors, LLC, Bouchey Financial Group Ltd, Guidance Capital, Inc, WealthPlan Investment Management, LLC, Jones Kertz & Associates, Inc., Indivisible Partners, Hilltop Wealth Advisors, Llc, Barnes Wealth Management Group, Inc, Sound View Wealth Advisors Group, LLC, i Forum Financial Management, LP .
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.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 4 939 651 | 22,83 | 244 513 | 22,61 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 8 067 | 19,96 | 399 | 19,82 | ||||
| 2026-04-14 | 13F | Congress Park Capital LLC | 105 075 | 18,13 | 5 201 | 17,94 | ||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 34 717 | 24,76 | 1 718 | 24,58 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 366 292 | 7,28 | 18 131 | 6,60 | ||||
| 2026-05-07 | 13F | Little House Capital Llc | 159 905 | 28,14 | 7 915 | 27,91 | ||||
| 2026-05-15 | 13F | Blueprint Investment Partners LLC | 28 541 | 24,24 | 1 413 | 23,97 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 377 807 | 11,96 | 18 705 | 116 806,25 | ||||
| 2026-04-13 | 13F | Ironwood Wealth Management, Inc. | 420 392 | 0,36 | 20 843 | 0,20 | ||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 148 478 | 1,72 | 7 350 | 1,53 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 205 427 | 5,92 | 10 169 | 5,73 | ||||
| 2026-05-12 | 13F | Creative Planning | 62 300 | 3 084 | ||||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 5 200 | 257 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 396 686 | 24,69 | 19 636 | 24,46 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 19 046 | 2,02 | 943 | 1,84 | ||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 191 159 | 5,80 | 9 462 | 5,61 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 1 629 | 81 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1 009 758 | 18,72 | 49 983 | 18,51 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 303 987 | 13,61 | 15 047 | 13,40 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 264 568 | 7,89 | 13 096 | 7,70 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 413 088 | 8,44 | 20 448 | 8,24 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 6 671 | 330 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 17 396 785 | 5,11 | 861 141 | 4,91 | ||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 4 320 | 0 | ||||||
| 2026-05-14 | 13F | Ted Buchan & Co | 5 142 | 10,25 | 255 | 9,96 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 25 395 | 241,74 | 1 257 | 241,58 | ||||
| 2026-04-23 | 13F | Jones Kertz & Associates, Inc. | 10 882 | 539 | ||||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 34 066 | 3,29 | 1 692 | 3,05 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 110 389 | 26,29 | 5 464 | 26,07 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 20 083 | 3,21 | 994 | 3,11 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 19 822 | 7,78 | 981 | 7,57 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 6 453 | 31,16 | 319 | 31,28 | ||||
| 2026-05-06 | 13F | Sound View Wealth Advisors Group, LLC | 8 400 | 416 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 22 564 | 38,57 | 1 117 | 38,29 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 17 936 | 118,79 | 888 | 118,47 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 2 441 278 | 2,49 | 120 844 | 2,31 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 43 527 | 658,57 | 2 155 | 658,45 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 12 832 | 0,16 | 635 | 0,00 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 288 488 | 14,33 | 14 280 | 14,12 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 32 302 | 2,50 | 1 600 | 2,37 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 78 000 | 94,85 | 3 861 | 94,51 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 194 000 | 4,79 | 9 603 | 4,61 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 15 248 | 0,95 | 755 | 0,67 | ||||
| 2026-05-15 | 13F | Navis Wealth Advisors, LLC | 108 453 | 12,05 | 5 368 | 11,86 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 5 106 | 253 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 600 | 30 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 9 769 | 484 | ||||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 7 425 | 1,45 | 368 | 1,38 | ||||
| 2026-04-23 | 13F | Ellenbecker Investment Group | 36 855 | 34,38 | 1 824 | 34,12 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 41 762 | 29,72 | 2 | 100,00 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 384 | 19 | ||||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 4 654 | 23,32 | 230 | 22,99 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 93 705 | 0,41 | 4 638 | 0,22 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 6 005 | 297 | 301,35 | |||||
| 2026-05-11 | 13F | Fortis Capital Management LLC | 232 550 | 11 511 | ||||||
| 2026-04-10 | 13F | Marshall Financial Group LLC | 76 716 | 27,65 | 3 797 | 27,42 | ||||
| 2026-04-24 | 13F | Cyr Financial Inc. | 12 144 | 0,02 | 601 | -0,17 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 191 076 | 22,16 | 9 458 | 21,94 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 70 143 | 99,03 | 3 472 | 98,74 | ||||
| 2026-05-05 | 13F | Thayer Partners, LLC / MA | 75 654 | 0,80 | 3 745 | 0,62 | ||||
| 2026-05-01 | 13F | Innovative Wealth Building LLC | 150 042 | 3,91 | 7 427 | 3,73 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1 124 589 | 0,80 | 55 667 | 0,61 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 1 629 | 149,08 | 81 | 150,00 | ||||
| 2026-04-21 | 13F | Navigation Wealth Management, Inc. | 10 237 | 121,58 | 507 | 120,96 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 503 937 | 5,36 | 24 945 | 5,16 | ||||
| 2026-04-30 | 13F | Prevail Innovative Wealth Advisors, Llc | 24 079 | 9,51 | 1 192 | 9,27 | ||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 275 | 14 | ||||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 6 085 | 0,71 | 301 | 0,67 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 194 980 | 7,85 | 9 652 | 7,65 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 39 414 024 | 0,01 | 1 957 300 | 0,15 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 10 985 | 70,60 | 544 | 70,22 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 563 607 | 30,87 | 28 | 28,57 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 1 800 | 89 | ||||||
| 2026-04-20 | 13F | Fairvoy Private Wealth, LLC | 325 323 | 7,06 | 16 104 | 6,87 | ||||
| 2026-05-13 | 13F | Archetype Wealth Partners | 1 021 | 0 | ||||||
| 2026-04-27 | 13F | 4wealth Advisors, Inc. | 41 172 | 4,76 | 2 045 | 4,87 | ||||
| 2026-04-10 | 13F | Bouvel Investment Partners, LLC | 87 683 | 4 340 | ||||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 9 622 | 0,65 | 476 | 0,42 | ||||
| 2026-05-05 | 13F | Bluedoor Private Wealth, Llc | 5 860 | 0,43 | 290 | 0,35 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 1 280 | 63 | ||||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 69 201 | 47,70 | 3 425 | 47,44 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 373 761 | 9,46 | 18 568 | 9,66 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 21 276 | 46,40 | 1 057 | 46,67 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 107 143 | 12,94 | 5 304 | 12,73 | ||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 132 183 | 29,09 | 6 543 | 28,88 | ||||
| 2026-05-20 | 13F | Norris Financial Group, LLC | 45 994 | 48,14 | 2 277 | 47,89 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 43 | 2 | ||||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 505 | 25 | ||||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 22 315 | 91,78 | 1 105 | 91,33 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 14 215 | 705 | ||||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 70 | 3 | ||||||
| 2026-04-15 | 13F | Hilltop Wealth Advisors, Llc | 10 078 | 499 | ||||||
| 2026-05-05 | 13F | Prospect Financial Group LLC | 4 902 | 243 | ||||||
| 2026-05-15 | 13F | Intelligence Driven Advisers, LLC | 20 372 | 51,95 | 1 008 | 51,81 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 17 080 | 0,73 | 845 | 0,60 | ||||
| 2026-05-07 | 13F | Bard Associates Inc | 325 | 16 | ||||||
| 2026-05-11 | 13F | Condor Capital Management | 15 832 | 111,04 | 784 | 110,48 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 6 271 | 49,24 | 310 | 49,04 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 72 684 | 1,39 | 3 598 | 1,21 | ||||
| 2026-04-24 | 13F | Horizon Wealth Management, LLC | 201 392 | 2,78 | 9 969 | 2,59 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 13 761 | 8,98 | 681 | 8,79 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 324 349 | 266,70 | 16 055 | 266,05 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 135 074 | 39,82 | 6 686 | 39,58 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 5 107 827 | 7,48 | 252 837 | 7,28 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 105 096 | 20,98 | 5 202 | 20,78 | ||||
| 2026-05-04 | 13F | Good Steward Wealth Advisors,LLC | 280 457 | 3,13 | 13 883 | 2,94 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 40 238 | 141,60 | 1 992 | 141,33 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 45 831 | 21,26 | 2 281 | 21,08 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 7 028 | 43,60 | 348 | 43,39 | ||||
| 2026-05-05 | 13F | UBS Group AG | 4 375 558 | 15,07 | 216 590 | 14,86 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 10 700 | 530 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 770 603 | 19,42 | 38 | 22,58 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 1 822 | 90 | ||||||
| 2026-05-11 | 13F | Commonwealth Retirement Investments LLC | 148 166 | 67,22 | 7 334 | 66,95 | ||||
| 2026-04-27 | 13F | Capital Financial Group Inc\co\ /adv | 27 304 | 29,15 | 1 352 | 28,91 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 356 427 | 5,92 | 17 643 | 5,74 | ||||
| 2026-05-08 | 13F | AMJ Financial Wealth Management | 662 171 | 28,82 | 32 777 | 28,59 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 12 718 445 | 14,09 | 629 563 | 13,88 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 13 338 | 660 | ||||||
| 2026-05-13 | 13F | Franklin Resources Inc | 7 994 | 1,16 | 396 | 1,02 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 650 | 116,67 | 32 | 128,57 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 5 754 | 285 | ||||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 9 307 | 1,17 | 461 | 0,88 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 18 891 | 935 | ||||||
| 2026-05-04 | 13F | 1 North Wealth Services Llc | 279 119 | 7,34 | 13 816 | 7,15 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 3 871 800 | 2,34 | 191 654 | 2,15 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 5 940 | 294 | ||||||
| 2026-05-11 | 13F | Elequin Capital Lp | 3 306 | 43,74 | 165 | 44,74 | ||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 223 312 | 69,07 | 11 054 | 68,77 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 500 | 25 | ||||||
| 2026-05-07 | 13F | BlueStem Wealth Partners, LLC | 147 219 | 10,57 | 7 287 | 10,38 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 50 729 | 12,28 | 2 516 | 11,73 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 15 230 | 63,45 | 754 | 62,99 | ||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 1 131 | 56 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 2 351 730 | 13,37 | 116 622 | 113 125,24 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 9 098 | 33,50 | 450 | 33,53 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 206 189 | 9,89 | 10 194 | 9,56 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 494 297 | 11,81 | 24 468 | 11,61 | ||||
| 2026-05-14 | 13F | Tripletail Wealth Management, LLC | 31 028 | 2,16 | 1 537 | 2,06 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 13 461 | 6,41 | 666 | 6,22 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 80 267 | 1,97 | 3 973 | 2,03 | ||||
| 2026-05-05 | 13F | Excalibur Management Corp | 22 227 | 9,64 | 1 100 | 9,45 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 395 811 | 72,31 | 19 594 | 72,00 | ||||
| 2026-06-01 | 13F | Flagship Wealth Advisors, Llc | 509 | 25 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 15 523 | 181,62 | 768 | 181,32 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 304 457 | 30,08 | 15 071 | 29,85 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 26 211 | 6,82 | 1 297 | 6,66 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 251 | 0 | ||||||
| 2026-05-06 | 13F | Cedar Point Capital Partners, LLC | 12 422 | 2,75 | 615 | 2,50 | ||||
| 2026-05-13 | 13F | Syon Capital Llc | 97 041 | 50,35 | 4 804 | 50,09 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 740 872 | 0,69 | 36 673 | 0,50 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 412 025 | 19,87 | 20 660 | 21,15 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 2 390 003 | 58,09 | 118 313 | 57,72 | ||||
| 2026-04-29 | 13F | SAM Advisors, LLC | 123 859 | 89,74 | 6 131 | 89,40 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 247 217 | 11,04 | 12 237 | 10,99 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 391 680 | 80,65 | 19 463 | 80,66 | ||||
| 2026-04-09 | 13F | Vista Investment Partners Llc | 155 635 | 7 704 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 85 985 | 60,43 | 4 256 | 60,18 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 67 362 | 77,39 | 3 334 | 77,06 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 33 262 | 18,45 | 1 646 | 18,25 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 7 842 271 | 0,87 | 388 192 | 0,69 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 490 072 | 64,42 | 24 259 | 64,13 | ||||
| 2026-04-07 | 13F | Bulwark Capital Corp | 321 880 | 104,54 | 15 933 | 104,19 | ||||
| 2026-04-21 | 13F | BCS Private Wealth Management, Inc. | 50 700 | 110,72 | 2 519 | 110,18 | ||||
| 2026-05-05 | 13F | LeClair Wealth Partners LLC | 684 685 | 33 892 | ||||||
| 2026-04-24 | 13F | Petros Family Wealth, LLC | 26 903 | 5,37 | 1 332 | 5,13 | ||||
| 2026-05-13 | 13F | Acumen Wealth Advisors, LLC | 64 858 | 2 724,83 | 3 221 | 2 725,44 | ||||
| 2026-04-29 | 13F | Clearwave Capital, LLC | 155 999 | 12,91 | 7 722 | 12,70 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 34 048 | 109,33 | 1 680 | 108,31 | ||||
| 2026-05-11 | 13F | Hedeker Wealth, LLC | 278 218 | 101,46 | 13 772 | 101,10 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 186 490 | 12,79 | 9 231 | 12,59 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 15 331 | 64,30 | 760 | 63,79 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 7 502 | 371 | ||||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 29 291 | 10,68 | 1 450 | 10,44 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9 762 | 483 | ||||||
| 2026-04-21 | 13F | Beaumont Asset Management, L.L.C. | 114 332 | 1 058,61 | 5 659 | 1 057,26 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 6 892 | 29 865,22 | 341 | 34 000,00 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 45 846 | 2 278 | ||||||
| 2026-05-14 | 13F | Camarda Financial Advisors, LLC | 25 797 | 0,47 | 1 277 | 0,24 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 53 051 | 0,58 | 2 626 | 0,42 | ||||
| 2026-04-08 | 13F | Seed Wealth Management, Inc. | 169 959 | 69,77 | 8 413 | 69,46 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 478 478 | 83,69 | 23 709 | 83,55 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 84 316 | 34,00 | 4 174 | 33,75 | ||||
| 2026-04-21 | 13F | Riverstone Advisors, LLC | 11 902 | 589 | ||||||
| 2026-05-11 | 13F | Blueprint Financial Advisors LLC | 28 541 | 24,24 | 1 413 | 23,97 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 411 953 | 24,74 | 20 395 | 24,56 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 184 279 | 43,35 | 9 122 | 43,07 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 1 542 | 76 | ||||||
| 2026-04-16 | 13F | Genesis Private Wealth, Llc | 51 655 | 0,16 | 2 557 | -0,04 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 530 350 | 84,35 | 26 253 | 84,02 | ||||
| 2026-05-07 | 13F | Disciplina Capital Management LLC | 449 951 | 39,66 | 22 316 | 39,33 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 79 593 | 28,25 | 4 | 0,00 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 56 739 | 28,02 | 2 809 | 27,81 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 11 550 | 572 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 63 | -10,14 | ||||||
| 2026-04-27 | 13F | PFG Investments, LLC | 5 011 | 248 | ||||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 15 | 1 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 8 803 | 8,99 | 436 | 8,75 | ||||
| 2026-04-10 | 13F | Novem Group | 5 629 | 0,16 | 279 | 0,00 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 2 086 | 103 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 40 663 | 13,33 | 2 | 100,00 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 37 030 | 107,96 | 1 833 | 107,47 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 8 124 | 3,41 | 402 | 2,81 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 75 056 | 73,06 | 4 | 50,00 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 34 641 | 7,60 | 1 715 | 7,39 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 148 925 | 67,55 | 7 372 | 67,26 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 323 860 | 4,25 | 16 031 | 4,06 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 295 103 | 72,72 | 14 608 | 72,42 | ||||
| 2026-05-01 | 13F | Navigoe, LLC | 99 | 0 | ||||||
| 2026-04-28 | 13F | Pine Harbor Wealth Management, LLC | 685 513 | 9,95 | 33 933 | 9,75 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 4 739 085 | 56,73 | 234 585 | 56,45 | ||||
| 2026-05-21 | 13F/A | Kensington Asset Management, LLC | 3 226 778 | 103,18 | 159 726 | 102,85 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 241 | 295,08 | 12 | 266,67 | ||||
| 2026-04-08 | 13F | Shore Point Advisors, LLC | 210 882 | 231,00 | 10 439 | 230,42 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 87 566 | 57,45 | 4 335 | 57,20 | ||||
| 2026-05-08 | 13F | Buck Wealth Strategies, LLC | 4 922 | 0,55 | 244 | 0,41 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 336 405 | 25,82 | 16 654 | 25,61 | ||||
| 2026-04-13 | 13F | TradeWell Securities, LLC. | 33 988 | 8,08 | 1 687 | 8,15 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 11 718 | 14,85 | 580 | 14,85 | ||||
| 2026-04-09 | 13F | Life Line Wealth Management Llc | 7 941 | 1,16 | 393 | 1,03 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 166 673 | 1 999,95 | 8 250 | 1 999,24 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 53 833 | 267,36 | 2 665 | 266,94 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 45 846 | 2 269 | ||||||
| 2026-05-06 | 13F | Everest Management Corp. | 22 698 | 4,07 | 1 124 | 3,89 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 161 066 | 187,04 | 7 973 | 186,56 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 10 132 | 0,91 | 502 | 0,80 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 915 | 28,15 | 45 | 28,57 | ||||
| 2026-05-05 | 13F | Howard Capital Management Inc. | 40 503 | 32,43 | 2 005 | 32,19 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 616 909 | 16,12 | 30 537 | 15,90 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 41 | 2 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 9 339 | 462 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 84 | 15,07 | 4 | 33,33 | ||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 10 055 | 498 | ||||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 8 229 | 2,82 | 407 | 2,78 | ||||
| 2026-04-08 | 13F | Afg Fiduciary Services Limited Partnership | 255 779 | 5,39 | 12 671 | 5,22 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 7 201 | 28,15 | 356 | 28,06 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 1 758 | 87 | ||||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 8 116 | 69,37 | 402 | 69,20 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 1 621 | 61,94 | 80 | 63,27 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 14 908 | 739 | ||||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 76 020 | 2,46 | 3 763 | 2,26 | ||||
| 2026-04-22 | 13F | Peak Planning Group, LLC | 589 238 | 25,53 | 29 167 | 25,31 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 111 122 | 19,03 | 5 501 | 18,82 | ||||
| 2026-05-07 | 13F | Lakeshore Financial Planning, Inc. | 768 939 | 1,53 | 38 063 | 1,35 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 4 223 | 209 | ||||||
| 2026-05-12 | 13F | Richardson Capital Management LLC | 38 916 | 1 926 | ||||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 40 630 | 0,17 | 2 015 | -0,35 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 190 898 | 12,70 | 9 467 | 12,16 | ||||
| 2026-05-05 | 13F | Navigation Group, LLC | 585 168 | 28 966 | ||||||
| 2026-05-18 | 13F | IFS Group,LLC | 59 207 | 4,42 | 2 931 | 4,09 | ||||
| 2026-04-23 | 13F | Macco Financial Group, Inc. | 25 123 | 1 244 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 3 238 063 | 19,16 | 160 802 | 19,33 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 1 217 625 | 2,58 | 5 658 | -90,39 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 298 853 | 121,23 | 14 793 | 120,82 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 5 350 | 10,31 | 265 | 10,00 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 151 385 | 19,56 | 7 494 | 19,33 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 18 994 | 56,47 | 941 | 56,41 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 8 122 | 402 | ||||||
| 2026-05-12 | 13F | Americana Partners, LLC | 95 508 | 6,79 | 4 728 | 6,58 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 36 647 | 97,00 | 1 820 | 97,29 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 230 629 | 9,15 | 11 416 | 8,96 | ||||
| 2026-05-12 | 13F | Clark Wealth Partners | 210 803 | 16,70 | 10 472 | 16,91 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 13 170 | 39,37 | 652 | 39,10 | ||||
| 2026-04-27 | 13F | Iron Financial, LLC | 117 711 | 5,34 | 5 827 | 5,14 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 188 030 | 15,25 | 9 307 | 15,04 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 19 613 | 20,78 | 971 | 20,50 | ||||
| 2026-04-21 | 13F | BankPlus Wealth Management LLC | 19 504 | 34,38 | 966 | 34,21 | ||||
| 2026-04-20 | 13F | Crane Advisory, LLC | 1 537 220 | 0,32 | 76 292 | 0,24 | ||||
| 2026-04-30 | 13F | Owen LaRue, LLC | 70 553 | 34,15 | 3 492 | 33,90 | ||||
| 2026-04-28 | 13F | WESPAC Advisors, LLC | 206 166 | 217,83 | 10 205 | 217,32 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 39 222 | 1 942 | ||||||
| 2026-05-07 | 13F | Alpha Zero LLC | 45 987 | 2 276 | ||||||
| 2026-05-08 | 13F | Leisure Capital Management | 135 952 | 2,41 | 6 730 | 2,22 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 278 538 | 2 294,58 | 13 788 | 2 293,58 | ||||
| 2026-04-07 | 13F | First Citizens Financial Corp | 64 148 | 102,35 | 3 175 | 101,97 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 102 805 | 10,81 | 5 089 | 10,61 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 502 | 25 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 21 000 | 1 040 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1 618 528 | 15,84 | 80 120 | 15,63 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 940 649 | 43,87 | 46 562 | 43,61 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 34 557 | 12,81 | 1 711 | 12,57 | ||||
| 2026-04-27 | 13F | TABR Capital Management, LLC | 175 446 | 46,29 | 8 685 | 46,02 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 219 146 | 318,78 | 10 863 | 318,13 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 24 604 | 51,27 | 1 220 | 51,24 | ||||
| 2026-04-10 | 13F | Client First Investment Management LLC | 161 880 | 8 013 |
