Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w iShares Trust - iShares MSCI EAFE Small-Cap ETF, to m.in TIAA Wealth Investment Management LLC, Tiaa-cref Individual & Institutional Services, Llc, SB Capital Management Inc, TCG Advisory Services, LLC, Quent Long Short Global Small Cap Fund, LP, TRB Wealth Management, LLC, Aznar Financial Advisors, LLC, OneAscent Financial Services LLC, Dala Group, LLC, Global View Capital Management LLC, My Purposeful Wealth Corp., Gateway Wealth Partners, LLC, Point72 Asset Management, L.P., Hemenway Trust Co LLC, Canandaigua National Corp, Davidson Trust Co, Sentinel Advisory Group, LLC, Callan Family Office, LLC, Owl Creek Wealth Partners LLC, i Tanglewood Legacy Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Betterment LLC | 10 658 | 0,74 | 1 | |||||
| 2026-04-22 | 13F | MFA Wealth Services | 3 871 | 1,41 | 304 | 2,71 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 107 625 | 7,10 | 8 | 14,29 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 27 339 | 38,76 | 2 144 | 40,34 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 149 016 | 4 167,35 | 11 684 | 4 227,41 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 3 027 | 237,83 | 237 | 264,62 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 15 604 | 12,18 | 991 | -8,07 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 12 706 169 | 14,14 | 996 | 15,41 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 35 966 | 22,10 | 2 820 | 23,52 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 32 525 | 0,77 | 2 550 | 1,92 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 3 313 | 8,37 | 271 | 10,66 | ||||
| 2026-05-08 | 13F | NorthStar Asset Management LLC /NJ/ | 77 083 | 6,00 | 6 044 | 7,20 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 5 330 | 418 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 367 659 | 21,67 | 28 828 | 23,05 | ||||
| 2026-04-22 | 13F | Horizon Bancorp Inc /in/ | 1 456 | 0,07 | 0 | |||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 750 | 59 | ||||||
| 2026-04-30 | 13F | Nuveen, LLC | 616 804 | 145,25 | 48 364 | 148,03 | ||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 69 348 | 0,91 | 5 438 | 2,05 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 1 130 | 12,44 | 89 | 14,29 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 118 891 | 0,13 | 9 322 | 1,26 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 428 | 34 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 1 159 | 0,96 | 91 | 1,12 | ||||
| 2026-05-05 | 13F | Williams Jones Wealth Management, LLC. | 2 938 | 230 | ||||||
| 2026-05-12 | 13F | Garrison Point Advisors, Llc | 3 902 | 6,85 | 306 | 7,77 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 31 579 | 54,95 | 2 476 | 56,71 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 10 152 | 5,81 | 796 | 7,13 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 11 | 1 | ||||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 21 160 | 72,83 | 1 659 | 74,82 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 32 950 | 0,01 | 2 584 | -2,42 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 340 | 2,10 | 26 | 4,00 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 163 979 | 2,87 | 12 858 | 4,04 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 7 | 1 | ||||||
| 2026-05-01 | 13F | Midwest Trust Co | 21 091 | 0,09 | 1 654 | 1,22 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 195 | 5,41 | 15 | 7,14 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 14 961 | 296,00 | 1 173 | 301,71 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 83 218 | 4,00 | 6 525 | 5,19 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 7 836 | 615 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 23 263 | 8,00 | 1 824 | 9,22 | ||||
| 2026-05-14 | 13F | Johnson Financial Group, LLC | 8 172 | 1,97 | 641 | 3,06 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | 5 051 | 396 | ||||||
| 2026-05-05 | 13F | Covestor Ltd | 99 | 37,50 | 0 | |||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 463 | 97,02 | 36 | 100,00 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 79 | 6 | ||||||
| 2026-04-24 | 13F | Keybank National Association/oh | 11 810 | 8,47 | 926 | 9,72 | ||||
| 2026-05-06 | 13F | Ceera Investments, Llc | 3 475 | 10,32 | 272 | 11,48 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 18 761 | 28,06 | 1 465 | 29,07 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 58 492 | 4 586 | ||||||
| 2026-05-12 | 13F | WESCAP Management Group, Inc. | 129 007 | 0,31 | 10 115 | 1,45 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 225 289 | 80,35 | 17 652 | 82,53 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 2 132 | 167 | ||||||
| 2026-04-30 | 13F | Beacon Harbor Wealth Advisors, Inc. | 38 958 | 2,28 | 3 055 | 3,46 | ||||
| 2026-04-22 | 13F | Truefg, Llc | 3 977 | 1,17 | 312 | 2,30 | ||||
| 2026-05-15 | 13F | LTG Capital LLC | 102 318 | 0,96 | 8 023 | 2,10 | ||||
| 2026-04-06 | 13F | Sincerus Advisory, LLC | 30 167 | 1,87 | 2 365 | 3,05 | ||||
| 2026-05-15 | 13F | Pointe Capital Management LLC | 36 471 | 3,36 | 2 860 | 4,53 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 2 413 | 189 | ||||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 2 010 | 158 | ||||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 166 | 40,68 | 13 | 44,44 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 293 542 | 23 017 | ||||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 77 | 13,24 | 6 | 20,00 | ||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 276 | 22 | ||||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 20 | 2 | ||||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 53 | 4 | ||||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 38 099 | 5,85 | 2 987 | 7,06 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 29 942 | 948,76 | 2 321 | 959,82 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 10 273 | 806 | ||||||
| 2026-04-24 | 13F | Courage Miller Partners, LLC | 6 584 | 0,67 | 516 | 1,78 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 9 480 809 | 721 300 | ||||||
| 2026-05-13 | 13F | Martin & Co Inc /tn/ | 49 632 | 4,62 | 3 892 | 5,82 | ||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 9 665 | 0,61 | 758 | 1,75 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 28 970 | 6,40 | 2 272 | 7,63 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 1 300 436 | 2,75 | 101 967 | 3,92 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 22 998 | 5,24 | 1 803 | 6,43 | ||||
| 2026-05-01 | 13F | FDx Advisors, Inc. | 19 899 | 1,75 | 2 | 0,00 | ||||
| 2026-05-07 | 13F | Harbor Advisory Corp /ma/ | 65 811 | 3,65 | 5 160 | 4,84 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 5 575 | 437 | ||||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 229 229 | 4,95 | 17 974 | 6,14 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 19 896 | 5,57 | 1 560 | 6,78 | ||||
| 2026-04-28 | 13F | Probity Advisors, Inc. | 34 905 | 3,01 | 2 737 | 4,15 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 105 479 | 4,87 | 8 271 | 6,07 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 2 782 | 22,02 | 218 | 23,86 | ||||
| 2026-04-20 | 13F | Davidson Trust Co | 3 335 | 261 | ||||||
| 2026-04-17 | 13F | James J. Burns & Company, LLC | 40 212 | 3,90 | 3 153 | 5,10 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 3 036 092 | 12,79 | 238 060 | 14,07 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 469 189 | 4,99 | 36 789 | 6,18 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 64 645 | 5 069 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 975 244 | 25,72 | 76 469 | 27,15 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 2 452 274 | 35,30 | 192 283 | 36,83 | ||||
| 2026-04-30 | 13F | DMG Group, LLC | 9 370 | 14,17 | 735 | 15,41 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 41 980 | 336,20 | 3 292 | 341,15 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 250 690 | 0,69 | 19 657 | 1,83 | ||||
| 2026-05-14 | 13F | Causeway Capital Management Llc | 7 100 | 557 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 10 550 | 1,37 | 818 | 2,38 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 84 | 7 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 7 701 | 17,02 | 604 | 18,24 | ||||
| 2026-04-16 | 13F | Birch Financial Group, Llc | 13 529 | 7,51 | 1 061 | 8,72 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 76 061 | 4,24 | 5 964 | 5,41 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 2 495 025 | 4,42 | 195 635 | 5,61 | ||||
| 2026-02-19 | 13F | Aznar Financial Advisors, LLC | 18 637 | 1 445 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 210 952 | 3,47 | 16 541 | 4,64 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 5 057 | 396 | ||||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 100 329 | 1,71 | 7 867 | 2,85 | ||||
| 2026-06-01 | 13F | Dala Group, LLC | 9 003 | 706 | ||||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 1 750 | 10,27 | 137 | 11,38 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 28 726 | 16,81 | 2 252 | 18,15 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 302 862 | 36,74 | 23 747 | 38,29 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 138 828 | 20,78 | 10 886 | 22,15 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 160 176 | 1,54 | 12 559 | 2,70 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 45 | 4 | ||||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 977 | 77 | ||||||
| 2026-04-29 | 13F | First Interstate Bank | 5 660 | 15,35 | 444 | 16,58 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 176 | 14 | ||||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 9 731 | 0,05 | 763 | 1,19 | ||||
| 2026-05-11 | 13F | Commerce Bank | 5 326 | 27,94 | 418 | 29,50 | ||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 18 638 | 1 461 | ||||||
| 2026-05-07 | 13F | Hemenway Trust Co LLC | 3 700 | 290 | ||||||
| 2026-05-07 | 13F | Washington Trust Bank | 59 085 | 21,10 | 4 633 | 22,47 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 230 756 | 15,46 | 18 094 | 16,77 | ||||
| 2026-05-12 | 13F | Omega Financial Group, LLC | 141 407 | 0,43 | 11 088 | 1,58 | ||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 32 050 | 0,47 | 2 513 | 1,62 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 2 960 | 232 | ||||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 5 481 | 2,35 | 430 | 3,37 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 85 992 | 5,62 | 6 743 | 112 266,67 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 33 989 | 8,82 | 2 665 | 10,08 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 1 637 | 13,05 | 128 | 14,29 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 3 787 452 | 11,21 | 296 974 | 12,47 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 25 855 | 3,78 | 2 027 | 4,97 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 19 837 | 20,04 | 1 555 | 21,39 | ||||
| 2026-05-11 | 13F | Shoker Investment Counsel, Inc. | 142 826 | 1,18 | 11 199 | 2,33 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 455 | 31,50 | 36 | 34,62 | ||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 7 091 | 0,97 | 556 | 2,21 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 930 | 73 | ||||||
| 2026-05-06 | 13F | Frontier Asset Management, LLC | 129 905 | 524,36 | 10 186 | 531,43 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 4 500 | 7,53 | 369 | 14,64 | ||||
| 2026-05-12 | 13F | Dynamic Financial Group | 3 577 | 0,06 | 280 | 1,08 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 359 | 29 | ||||||
| 2026-05-21 | 13F | Essential Partners LLC | 64 | 72,97 | 5 | 150,00 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 26 117 | 49,84 | 2 048 | 51,52 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 720 172 | 8,53 | 56 469 | 9,76 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 87 | 7 | ||||||
| 2026-04-08 | 13F | Canandaigua National Corp | 3 596 | 282 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 49 428 037 | 40,88 | 3 755 763 | 38,07 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 283 | 44,39 | 0 | |||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 4 351 812 | 341 226 | ||||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 15 | 1 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 122 741 | 3,57 | 9 624 | 4,75 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 701 254 | 1,42 | 54 985 | 2,58 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 69 | 5 | ||||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 36 935 | 1 098,02 | 2 935 | 1 127,62 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 82 971 | 192,27 | 6 506 | 195,68 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 65 083 | 4,62 | 5 102 | 5,61 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 4 024 | 316 | ||||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 11 367 | 1,29 | 891 | 2,41 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 2 819 | 237 | ||||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 706 | 7,13 | 55 | 7,84 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 116 247 | 2,21 | 9 115 | 3,38 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 21 039 | 0,36 | 1 650 | 1,48 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 43 517 | 1,91 | 3 412 | 3,08 | ||||
| 2026-04-22 | 13F | My Personal CFO, LLC | 71 196 | 1,91 | 5 582 | 3,06 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 12 414 | 35,36 | 973 | 36,85 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 92 157 | 5,34 | 7 226 | 6,55 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 291 | 113,97 | 23 | 120,00 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 4 919 | 3,15 | 381 | 3,25 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 11 591 | 18,76 | 909 | 20,11 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 3 174 657 | 0,67 | 248 925 | 1,81 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 792 | 62 | ||||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 38 059 | 2,66 | 2 984 | 3,83 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 10 803 | 847 | ||||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 1 221 | 2 554,35 | 96 | 3 066,67 | ||||
| 2026-04-21 | 13F | Encompass Wealth Advisors, Llc | 89 379 | 2,21 | 7 008 | 3,38 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 4 416 | 2,41 | 346 | 3,59 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 2 561 | 201 | ||||||
| 2026-02-13 | 13F | Sei Investments Co | 73 065 | 62,70 | 5 665 | 64,41 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 50 101 | 1,05 | 3 928 | 2,19 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 7 222 | 8,37 | 566 | 9,69 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 71 | 6 | ||||||
| 2026-05-12 | 13F | First American Trust, Fsb | 27 715 | 4,52 | 2 173 | 5,74 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 212 798 | 12,48 | 16 685 | 13,76 | ||||
| 2026-05-14 | 13F | Main Management LLC | 221 | 0 | ||||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 598 | 20,08 | 47 | 21,05 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 152 294 | 368,31 | 11 941 | 376,69 | ||||
| 2026-05-14 | 13F | Dixon Mitchell Investment Counsel Inc. | 20 | 2 | ||||||
| 2026-05-29 | 13F | Keel Point, LLC | 19 293 | 7,48 | 1 513 | 8,70 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 4 416 | 2,41 | 346 | 3,59 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 3 700 | 290 | ||||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 446 785 | 0,41 | 35 032 | 1,55 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 1 159 | 25,30 | 91 | 26,76 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 15 737 | 22,70 | 1 234 | 24,04 | ||||
| 2026-05-15 | 13F | American Century Companies Inc | 81 515 | 493,53 | 6 392 | 500,66 | ||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 46 592 | 3,29 | 3 653 | 4,46 | ||||
| 2026-05-15 | 13F | Wellington Management Group Llp | 1 478 776 | 23,97 | 115 951 | 25,38 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 13 054 | 11,03 | 1 024 | 12,29 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 190 741 | 2,97 | 14 968 | 4,13 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 39 978 | 21,52 | 3 100 | 22,78 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 46 243 | 1,17 | 3 626 | 2,31 | ||||
| 2026-04-30 | 13F | Shakespeare Wealth Management, Inc. | 297 524 | 0,87 | 23 329 | 2,02 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 103 300 | 4,21 | 8 100 | 5,39 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 66 479 | 6,20 | 5 213 | 7,40 | ||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 36 | 300,00 | 3 | |||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 6 095 | 14,61 | 478 | 15,78 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 108 | 8 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 375 | 5,63 | ||||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 105 | 8 | ||||||
| 2026-04-17 | 13F | First Citizens Asset Management, Inc. | 31 003 | 1,77 | 2 431 | 2,92 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 203 743 | 73,33 | 16 | 66,67 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 40 | 166,67 | 3 | 200,00 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 12 981 | 1,26 | 1 077 | 5,49 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 26 469 | 6,56 | 2 109 | 9,56 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 17 231 | 9,15 | 1 351 | 10,47 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 10 972 | 155,64 | 935 | 181,33 | ||||
| 2026-05-14 | 13F | Risk Paradigm Group, LLC | 22 465 | 3,42 | 1 761 | 4,57 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 11 274 | 5,72 | 858 | 3,25 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 656 | 51 | ||||||
| 2026-04-13 | 13F | Armstrong, Fleming & Moore, Inc | 4 762 | 24,95 | 373 | 26,44 | ||||
| 2026-04-22 | 13F | Monument Group Wealth Advisors, LLC | 17 594 | 2,02 | 1 380 | 3,14 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 4 | 100,00 | 0 | |||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 64 179 | 0,70 | 5 032 | 1,84 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 30 | 2 | ||||||
| 2026-05-14 | 13F | Sentinel Advisory Group, LLC | 3 307 | 259 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 7 965 | 1,79 | 625 | 2,97 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 1 | 0 | ||||||
| 2026-05-04 | 13F | Foundation Wealth Management, LLC | 36 115 | 42,21 | 2 832 | 43,78 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 4 379 | 4,96 | 368 | 9,23 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 9 961 | 24,16 | 781 | 25,56 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 12 108 | 1 060,88 | 949 | 1 086,25 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 287 647 | 22 554 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 376 174 | 2,55 | 29 496 | 3,71 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 26 718 | 7,89 | 2 | 100,00 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 12 566 | 4,07 | 985 | 5,24 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 33 557 | 0,04 | 2 631 | 1,19 | ||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 18 964 | 3,04 | 1 487 | 4,21 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 504 | 40 | ||||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 3 992 | 55,39 | 313 | 56,00 | ||||
| 2026-05-14 | 13F | RPg Family Wealth Advisory, LLC | 22 614 | 9,47 | 1 773 | 10,74 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 3 270 | 256 | ||||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 25 347 | 11,27 | 2 043 | 16,62 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 28 349 | 2,43 | 2 223 | 3,59 | ||||
| 2026-05-15 | 13F | Vista Investment Management | 5 178 | 0,60 | 406 | 1,75 | ||||
| 2026-04-29 | 13F | BEAM Asset Management, LLC | 41 567 | 8,50 | 3 259 | 9,73 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 26 788 | 6,80 | 2 100 | 8,02 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 1 694 | 133 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 24 557 | 16,50 | 1 925 | 17,81 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 4 527 | 9,64 | 355 | 10,63 | ||||
| 2026-05-12 | 13F | Bear Mountain Capital, Inc. | 333 626 | 2,55 | 28 221 | 7,82 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 250 | 20 | ||||||
| 2026-05-19 | 13F | Winnow Wealth Llc | 5 568 | 42 730,77 | 437 | 43 500,00 | ||||
| 2026-04-10 | 13F | Sound Stewardship, LLC | 131 930 | 0,50 | 10 345 | 1,63 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 13 599 | 12,58 | 1 066 | 13,89 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 8 811 | 691 | ||||||
| 2026-04-23 | 13F | Marquette Asset Management, LLC | 264 | 21 | ||||||
| 2026-04-20 | 13F | Breakwater Capital Group | 32 375 | 5,63 | 2 539 | 6,82 | ||||
| 2026-04-02 | 13F | Aspect Partners, LLC | 239 050 | 1 472,28 | 18 744 | 1 491,09 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 476 324 | 31,40 | 37 349 | 32,89 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 15 970 | 0,43 | 1 252 | 1,62 | ||||
| 2026-05-11 | 13F | Phillip James Consulting Co. | 8 | 1 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 406 167 | 0,61 | 31 848 | 1,76 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 228 135 | 1,85 | 17 888 | 3,01 | ||||
| 2026-02-20 | 13F | SB Capital Management Inc | 66 885 | 5 186 | ||||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 93 | 7 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1 131 350 | 5,09 | 88 709 | 6,29 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 1 631 | 0,12 | 128 | 0,79 | ||||
| 2026-05-15 | 13F | Fmr Llc | 4 673 742 | 72,34 | 366 468 | 74,30 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 539 172 | 2 171,54 | 42 277 | 2 197,61 | ||||
| 2026-04-27 | 13F | Tanglewood Legacy Advisors, LLC | 1 615 | 127 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 686 291 | 2 382,15 | 53 812 | 2 411,06 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 4 900 | 22,50 | 384 | 23,87 | |||
| 2026-05-11 | 13F | Thompson Siegel & Walmsley Llc | 6 112 | 10,21 | 0 | |||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 9 568 | 4 500,00 | 750 | 4 587,50 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 74 467 | 44,32 | 5 839 | 45,95 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 125 | 0,81 | 10 | 0,00 | ||||
| 2026-04-16 | 13F | Cornerstone Management, Inc. | 72 361 | 3,18 | 5 674 | 4,34 | ||||
| 2026-01-26 | 13F | Covenant Partners, LLC | 483 | 1,05 | 37 | 2,78 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 50 915 | 12,10 | 3 992 | 13,38 | ||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 23 044 | 1 807 | ||||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 4 032 | 316 | ||||||
| 2026-05-04 | 13F | Archer Investment Corp | 69 | 213,64 | 5 | 400,00 | ||||
| 2026-05-04 | 13F | Global View Capital Management LLC | 6 653 | 522 | ||||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 2 553 | 200 | ||||||
| 2026-04-22 | 13F | Finley Financial, LLC | 900 | 200,00 | 71 | 204,35 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 64 194 | 3,44 | 5 035 | 4,64 | ||||
| 2026-04-29 | 13F | Sunrise Financial Services, LLC | 350 | 27 | ||||||
| 2026-05-08 | 13F | Bokf, Na | 13 441 | 4,75 | 1 054 | 5,94 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 61 768 | 4 789 | ||||||
| 2026-05-01 | 13F | Sachetta, LLC | 1 | 0 | ||||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 2 894 | 0,03 | 227 | 0,89 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 4 380 | 9,39 | 343 | 10,65 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 9 301 | 0,53 | 729 | 1,67 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 2 560 | 0,99 | 201 | 2,04 |
