Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w SPDR Series Trust - State Street SPDR Portfolio Short Term Corporate Bond ETF, to m.in TIAA Wealth Investment Management LLC, Southern Michigan Bank & Trust, Members Advisory Group LLC, Tiaa-cref Individual & Institutional Services, Llc, Roan Capital Partners, LeClair Wealth Partners LLC, Meridian Wealth Management, LLC, Wealth Care LLC, Investment Management Trust, LLC, PlanVest Financial, Inc, Samara Investment Management, LLC, TCG Advisory Services, LLC, Clune & Associates, Ltd., Red Door Wealth Management, LLC, Gateway Wealth Partners, LLC, Argentarii, LLC, Wealth Advisors Northwest LLC, Banque Transatlantique SA, Nalls Sherbakoff Group, Llc, i Anfield Capital Management, 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.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Fca Corp /tx | 54 749 | 4,91 | 1 646 | 4,44 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 9 206 | 2,41 | 277 | 1,85 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 22 164 | 24,59 | 666 | 24,02 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 226 223 | 3,85 | 6 803 | 3,41 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 30 934 | 310,48 | 930 | 309,69 | ||||
| 2026-05-08 | 13F | Zinnia Wealth Advisory, LLC | 55 135 | 4,34 | 1 658 | 3,89 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 404 924 | 7,80 | 12 176 | 7,34 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 290 736 | 27,92 | 9 | 33,33 | ||||
| 2026-04-22 | 13F | Larry Mathis Financial Planning, LLC | 9 357 | 10,76 | 281 | 10,20 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 6 874 | 116,98 | 0 | |||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 252 425 | 2,62 | 7 590 | 2,18 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 2 028 | 106,52 | 61 | 106,90 | ||||
| 2026-05-12 | 13F | All Terrain Financial Advisors, LLC | 168 087 | 1,92 | 5 054 | 1,49 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 72 459 | 12,79 | 2 171 | 11,91 | ||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 21 000 | 1,13 | 631 | 0,64 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 7 996 | 240 | ||||||
| 2026-04-20 | 13F | TrueMark Investments, LLC | 558 724 | 10,44 | 16 801 | 9,96 | ||||
| 2026-04-08 | 13F | Sharper & Granite LLC | 72 449 | 16,17 | 2 179 | 15,67 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 38 159 | 0,13 | 1 147 | -0,26 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 247 310 | 14,59 | 7 437 | 14,10 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 505 290 | 5,31 | 15 194 | 4,86 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 74 994 | 5,64 | 2 154 | 0,51 | ||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 1 938 | 0,26 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 23 729 | 11,95 | 714 | 11,41 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 81 527 | 2,42 | 2 453 | 122 500,00 | ||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 634 547 | 15,38 | 19 081 | 14,88 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 108 432 | 8,18 | 3 261 | 7,70 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 79 065 | 23,76 | 92 | -95,28 | ||||
| 2026-04-22 | 13F | Truefg, Llc | 310 765 | 3,20 | 9 345 | 2,75 | ||||
| 2026-04-08 | 13F | Wealth Advisors Northwest LLC | 7 268 | 219 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 188 352 | 5 664 | ||||||
| 2026-04-24 | 13F | Swmg, Llc | 709 019 | 5,01 | 21 320 | 4,42 | ||||
| 2026-04-29 | 13F | BEAM Asset Management, LLC | 15 025 | 12,56 | 452 | 11,91 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 20 000 | 601 | ||||||
| 2026-04-22 | 13F | Parcion Private Wealth LLC | 145 688 | 4,96 | 4 381 | 4,48 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 7 767 | 234 | ||||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 7 845 | 0,72 | 236 | 0,00 | ||||
| 2026-04-17 | 13F | Kennebec Savings Bank | 1 678 | 4,81 | 50 | 4,17 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 176 093 | 199,60 | 5 279 | 197,41 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 5 731 | 0,24 | 172 | 0,00 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 104 467 | 10,00 | 3 141 | 9,52 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 30 646 | 4,72 | 922 | 4,30 | ||||
| 2026-05-11 | 13F | Allstate Corp | 3 933 540 | 5,36 | 118 282 | 4,90 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 736 885 | 0,41 | 22 158 | -0,02 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 204 527 | 9,60 | 6 150 | 9,14 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 3 028 206 | 1,02 | 91 058 | 0,59 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 7 643 | 230 | ||||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 60 499 | 4,20 | 1 819 | 3,76 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 3 592 | 0,70 | 108 | 0,93 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 2 368 | 112,19 | 71 | 115,15 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 88 626 | 0,93 | 2 665 | 0,49 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 407 | 12 | ||||||
| 2026-04-22 | 13F/A | Hudson Valley Investment Advisors Inc /adv | 1 163 729 | 2,51 | 34 993 | 2,07 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 298 | 0,68 | 9 | 0,00 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 24 169 | 11,93 | 727 | 11,35 | ||||
| 2026-04-09 | 13F | Kelly Financial Group Llc | 25 388 | 52,60 | 763 | 51,99 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 488 008 | 1,79 | 14 674 | 1,35 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 3 056 | 7,23 | 92 | 6,98 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 49 965 | 7,74 | 1 502 | 7,29 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 33 051 | 0,01 | 994 | -0,50 | ||||
| 2026-05-01 | 13F | Concord Asset Management, LLC/VA | 1 077 015 | 4,26 | 32 386 | 3,81 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 970 | 0,41 | 29 | 0,00 | ||||
| 2026-04-28 | 13F | Powerhouse Assets LLC | 84 672 | 7,80 | 2 546 | 7,34 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 15 809 | 5,18 | 475 | 4,86 | ||||
| 2026-05-01 | 13F | Keener Financial Planning LLC | 6 760 | 0 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 668 001 | 10,30 | 20 087 | 9,82 | ||||
| 2026-04-14 | 13F | OLIO Financial Planning | 78 632 | 2,51 | 2 364 | 2,07 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 1 | 0 | ||||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 349 | 10 | ||||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 371 561 | 59,81 | 11 173 | 59,12 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 774 929 | 9,77 | 23 302 | 110 861,90 | ||||
| 2026-05-04 | 13F | Rogco, Lp | 482 735 | 8,92 | 14 516 | 8,45 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 4 710 | 90,30 | 142 | 90,54 | ||||
| 2026-04-27 | 13F | Portland Financial Advisors Inc | 52 632 | 1,26 | 1 583 | 0,83 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 2 408 155 | 7,48 | 72 413 | 7,02 | ||||
| 2026-04-30 | 13F | Manske Wealth Management | 100 712 | 4,91 | 3 028 | 4,45 | ||||
| 2026-04-20 | 13F | Gilbert Capital Group, Inc. | 69 816 | 2,29 | 2 099 | 1,84 | ||||
| 2026-05-12 | 13F | Argentarii, LLC | 7 937 | 239 | ||||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 216 610 | 8,72 | 6 513 | 8,26 | ||||
| 2026-04-20 | 13F | Boston Standard Wealth Management, LLC | 97 138 | 5,05 | 2 913 | 4,30 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 14 676 | 4,54 | 441 | 4,26 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 425 572 | 12 797 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 1 990 622 | 11,45 | 59 852 | 10,96 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 992 198 | 214 197,62 | 29 781 | 228 976,92 | ||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 42 | 1 | ||||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 7 026 | 0,39 | 211 | 0,00 | ||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 56 338 | 21,51 | 1 694 | 21,00 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 615 348 | 40,34 | 18 504 | 39,74 | ||||
| 2026-05-08 | 13F | Burling Wealth Partners, Llc | 216 602 | 10,43 | 6 513 | 9,96 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 13 392 | 50,98 | 403 | 50,56 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 255 287 | 3,19 | 7 676 | 2,74 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 13 107 | 15,50 | 394 | 15,20 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 1 | 0 | ||||||
| 2026-04-22 | 13F | Cornerstone Enterprises, Llc | 179 346 | 9,15 | 5 393 | 8,67 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 583 | 18 | ||||||
| 2026-04-27 | 13F | Arrien Investments, Inc. | 303 552 | 55,65 | 9 128 | 54,98 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 49 803 | 46,11 | 1 498 | 45,48 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 35 | 1 | ||||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 19 688 | 87,83 | 590 | 86,71 | ||||
| 2025-12-05 | 13F | Vestwell Advisors, LLC | 2 | |||||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 16 651 | 4,09 | 501 | 3,31 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 12 544 | 0,58 | 377 | 0,27 | ||||
| 2026-04-24 | 13F | United Community Bank | 41 095 | 1 236 | ||||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 17 548 | 3,35 | 528 | 2,93 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 7 273 | 3,21 | 219 | 2,83 | ||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 16 496 | 1,43 | 496 | 1,02 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 23 516 | 2,14 | 707 | 3,97 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 215 571 | 33,42 | 6 482 | 32,72 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 17 489 | 18,60 | 528 | 18,39 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 52 392 | 5,19 | 1 575 | 4,72 | ||||
| 2026-03-05 | 13F | Bush Investment Group, Llc | 145 459 | 1,46 | 4 393 | 1,15 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 13 995 | 11,95 | 421 | 11,41 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 27 734 | 14,10 | 834 | 13,49 | ||||
| 2026-04-21 | 13F | SpringVest Wealth Management LLC | 16 900 | 10,12 | 508 | 9,72 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 668 703 | 37,75 | 20 108 | 37,16 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 243 349 | 20,54 | 7 318 | 20,03 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 37 835 | 1 138 | ||||||
| 2026-04-17 | 13F | Capital Wealth Management, Llc | 1 170 745 | 6,60 | 35 204 | 6,14 | ||||
| 2026-05-11 | 13F | MainStreet Investment Advisors LLC | 55 640 | 14,15 | 1 673 | 13,65 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 80 541 | 5,19 | 2 422 | 4,71 | ||||
| 2026-04-29 | 13F | Penobscot Investment Management Company, Inc. | 52 010 | 1,01 | 1 564 | 0,58 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 1 420 | 1 156,64 | 43 | 1 300,00 | ||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 240 202 | 59,00 | 7 223 | 58,20 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 547 685 | 11,68 | 16 469 | 11,20 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 29 505 | 15,08 | 887 | 14,60 | ||||
| 2026-05-12 | 13F | Red Reef Advisors Llc | 5 513 | 0,71 | 166 | 0,00 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 7 095 | 0,18 | 213 | 0,00 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 81 982 | 2 | ||||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 281 436 | 6,36 | 8 463 | 5,89 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 97 081 | 18,63 | 2 919 | 18,13 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 90 839 | 15,24 | 2 732 | 14,75 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 8 181 | 1,28 | 246 | 1,23 | ||||
| 2026-04-27 | 13F | Flagstone Financial Management | 912 452 | 7,07 | 27 437 | 6,61 | ||||
| 2026-05-06 | 13F | Mechanics Financial Corp | 92 132 | 28,07 | 2 770 | 27,53 | ||||
| 2026-04-28 | 13F | DGS Capital Management, LLC | 116 199 | 6,35 | 3 494 | 5,91 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 437 | 98,64 | 13 | 116,67 | ||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 85 140 | 3,24 | 2 560 | 2,81 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 9 127 167 | 4,46 | 274 454 | 4,01 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 5 701 | 0,46 | 0 | |||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 10 891 | 28,93 | 327 | 28,24 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 481 070 | 11,95 | 14 466 | 11,47 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 188 760 | 33,36 | 5 676 | 32,78 | ||||
| 2026-04-20 | 13F | Cottage Street Advisors LLC | 18 969 | 0,09 | 570 | -0,35 | ||||
| 2026-05-08 | 13F | Gsa Capital Partners Llp | 326 039 | 1 220,32 | 10 | |||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 183 | 18 200,00 | 6 | |||||
| 2026-04-01 | 13F | Adelphi Trust Co | 9 235 | 8,48 | 278 | 7,78 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 38 165 | 135,15 | 1 148 | 134,08 | ||||
| 2026-04-15 | 13F | City Holding Co | 65 471 | 9,17 | 1 968 | 8,61 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 2 098 216 | 1,40 | 63 093 | 0,96 | ||||
| 2026-05-13 | 13F | South Plains Financial, Inc. | 17 116 | 13,13 | 514 | 12,72 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 491 406 | 8,49 | 14 777 | 8,02 | ||||
| 2026-04-20 | 13F | Brian Low Financial Group, Llc | 79 941 | 0,23 | 2 404 | -0,21 | ||||
| 2026-04-15 | 13F | Cypress Financial Planning Llc | 9 795 | 12,73 | 295 | 12,21 | ||||
| 2026-04-15 | 13F | Lighthouse Financial Services Inc /adv | 301 618 | 2,59 | 9 076 | 2,22 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 3 206 | 96 | ||||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 701 304 | 5,36 | 21 088 | 4,91 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 116 650 | 0,19 | 3 508 | -0,23 | ||||
| 2026-04-30 | 13F | Red Cedar Investment Management, Llc | 771 921 | 71,32 | 23 212 | 70,58 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1 472 559 | 40,89 | 44 280 | 40,28 | ||||
| 2026-04-24 | 13F | Investment Management Trust, LLC | 20 649 | 621 | ||||||
| 2026-05-05 | 13F | Cannon Wealth Management Services, LLC | 174 159 | 3,85 | 5 237 | 3,40 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 36 032 | 12,57 | 1 083 | 12,11 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 297 005 | 9,36 | 8 931 | 8,89 | ||||
| 2026-05-14 | 13F | Migdal Insurance & Financial Holdings Ltd. | 34 851 | 0,11 | 1 048 | 104 600,00 | ||||
| 2026-05-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 0 | |||||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 9 620 | 1,05 | 289 | 0,70 | ||||
| 2026-05-14 | 13F | Laraway Financial Inc | 64 477 | 0,17 | 1 939 | -0,26 | ||||
| 2026-05-11 | 13F | Wrapmanager Inc | 293 342 | 3,36 | 8 821 | 2,91 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 5 995 308 | 15,82 | 180 279 | 15,32 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 4 144 | 52,92 | 125 | 53,09 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 12 052 | 0,04 | 362 | -0,28 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 326 295 | 5,03 | 9 854 | 109 388,89 | ||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 163 575 | 0,83 | 4 919 | 0,39 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 14 833 | 446 | ||||||
| 2026-05-06 | 13F | Cedar Point Capital Partners, LLC | 19 121 | 4,32 | 575 | 3,80 | ||||
| 2026-05-11 | 13F | Rinkey Investments | 8 944 | 0,07 | 269 | -0,37 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 52 838 | 3,45 | 1 589 | 2,98 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 141 | 4 | ||||||
| 2026-04-23 | 13F/A | Private Wealth Group, LLC | 51 753 | 3,23 | 1 556 | 2,77 | ||||
| 2026-04-15 | 13F | Braun-Bostich & Associates Inc. | 6 693 | 201 | ||||||
| 2026-05-08 | 13F | Altiora Financial Group, LLC | 16 870 | 0,71 | 507 | 0,40 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 96 842 | 9,90 | 2 912 | 9,43 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 26 930 | 44,73 | 810 | 44,21 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 33 292 | 4,87 | 1 001 | 4,49 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 376 | 11 | ||||||
| 2026-05-13 | 13F | RiverGlades Family Offices LLC | 157 642 | 6,81 | 4 740 | 6,04 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 89 218 | 7,16 | 2 683 | 6,68 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 32 283 | 15,23 | 971 | 14,66 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 2 500 | 76 | ||||||
| 2026-05-11 | 13F | Capital Square, LLC | 84 662 | 28,58 | 2 551 | 28,27 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 25 595 | 31,63 | 770 | 31,01 | ||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 1 665 715 | 0,90 | 50 088 | 0,47 | ||||
| 2026-05-13 | 13F | Park Square Financial Group, LLC | 72 | 2 | ||||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 993 900 | 29 837 | ||||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 5 099 | 26,56 | 153 | 26,45 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 245 310 | 4,00 | 7 376 | 3,55 | ||||
| 2026-04-15 | 13F | Roan Capital Partners | 139 592 | 4 198 | ||||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 7 674 | 0,71 | 231 | 0,00 | ||||
| 2026-05-05 | 13F | LeClair Wealth Partners LLC | 34 866 | 1 048 | ||||||
| 2026-05-14 | 13F | StoneX Group Inc. | 87 778 | 0,52 | 2 633 | -0,19 | ||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 85 672 | 43,40 | 2 576 | 42,64 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 301 860 | 1,94 | 9 077 | 1,50 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 19 432 | 0,04 | 584 | -0,34 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 952 098 | 1,47 | 28 630 | 1,03 | ||||
| 2026-05-05 | 13F | Eukles Asset Management | 179 756 | 19,83 | 5 405 | 19,32 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 17 350 | 522 | ||||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 4 432 | 133 | ||||||
| 2026-04-29 | 13F | Alliance Wealth Management Group | 7 688 | 2,22 | 224 | 1,82 | ||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 383 | 0,52 | 12 | 0,00 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 1 030 | 31 | ||||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 1 269 078 | 4,33 | 38 161 | 3,88 | ||||
| 2026-05-13 | 13F | Dynamic Wealth Strategies, LLC | 55 763 | 0,26 | 1 677 | -0,18 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 2 203 | 17,87 | 67 | 17,86 | ||||
| 2026-05-15 | 13F | Fmr Llc | 5 239 732 | 70 109,46 | 157 559 | 69 925,78 | ||||
| 2026-05-05 | 13F | Trail Ridge Investment Advisors, LLC | 22 421 | 0,43 | 674 | 0,00 | ||||
| 2026-04-13 | 13F | Arkansas Financial Group, Inc. | 1 408 718 | 3,96 | 42 318 | 3,41 | ||||
| 2026-05-05 | 13F | Members Advisory Group LLC | 319 598 | 9 610 | ||||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 155 028 | 14,46 | 4 662 | 13,96 | ||||
| 2026-05-07 | 13F | Advisor Resource Council | 29 134 | 23,73 | 876 | 23,21 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 14 413 | 136,55 | 433 | 135,33 | ||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 64 269 | 0,24 | 1 933 | -0,21 | ||||
| 2026-04-23 | 13F | Strategic Point Investment Advisors, LLC | 1 195 219 | 5,95 | 35 940 | 5,49 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 5 184 845 | 18,76 | 155 909 | 18,25 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 81 497 | 120,37 | 2 451 | 119,53 | ||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 52 478 | 2,35 | 1 578 | 1,94 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 48 009 | 1,47 | 1 444 | 1,05 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 376 | 11 | ||||||
| 2026-05-04 | 13F | Oasis Advisors, LLC | 6 737 337 | 5 348,85 | 9 448 | 153,03 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 93 996 | 142,15 | 2 826 | 141,13 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 218 807 | 1 778,01 | 6 608 | 1 776,99 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 95 347 | 31,54 | 2 867 | 30,97 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 68 355 | 1 273,42 | 2 055 | 1 270,00 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 8 903 | 1,42 | 269 | 1,13 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 5 111 | 11,52 | 154 | 10,87 | ||||
| 2026-04-24 | 13F | Financial Plan, Inc. | 142 373 | 1,38 | 4 281 | 0,94 | ||||
| 2026-05-15 | 13F | Fairview Capital Investment Management, Llc | 295 779 | 0,93 | 8 894 | 0,50 | ||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 337 503 | 10 149 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 698 064 | 4,53 | 20 991 | 4,08 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 57 | 2 | ||||||
| 2026-05-07 | 13F | Allen Investment Management LLC | 300 971 | 23,01 | 9 050 | 22,48 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 892 159 | 17,72 | 26 827 | 17,21 | ||||
| 2026-04-29 | 13F | Capstone Wealth Management Group, Llc | 19 157 | 8,29 | 576 | 7,87 | ||||
| 2026-05-12 | 13F | Marion Wealth Management | 16 163 | 0,02 | 486 | -0,41 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 9 509 202 | 0,89 | 285 942 | 0,45 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 28 393 | 0,19 | 854 | -0,23 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 456 | 0,66 | 14 | 0,00 | ||||
| 2026-04-20 | 13F | New Hampshire Trust | 61 591 | 26,73 | 1 852 | 26,24 | ||||
| 2026-05-15 | 13F | GLOBALT Investments LLC / GA | 34 768 | 1,02 | 1 045 | 0,58 | ||||
| 2026-04-27 | 13F | Silver Lake Advisory, LLC | 156 151 | 4,24 | 4 695 | 3,80 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 23 284 | 172,58 | 700 | 171,98 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 124 671 | 59,29 | 3 749 | 58,61 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 36 316 | 1 | ||||||
| 2026-04-15 | 13F | Activest Wealth Management | 7 803 | 0,71 | 235 | 0,43 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 120 | 4 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 276 085 | 8 302 | ||||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 44 | 1 | ||||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 854 373 | 6,58 | 25 691 | 6,12 | ||||
| 2026-05-04 | 13F | Y.D. More Investments Ltd | 5 300 | 29,90 | 159 | 29,27 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 317 308 | 18,56 | 10 | 12,50 | ||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 24 328 | 27,54 | 735 | 27,21 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 1 478 176 | 1,90 | 44 449 | 1,46 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 28 494 | 4,04 | 857 | 3,51 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 12 799 | 10,61 | 385 | 10,03 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 57 370 | 0,12 | 1 725 | -0,29 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 1 930 | 0,94 | 58 | 0,00 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 15 288 | 45,95 | 460 | 45,25 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 147 797 | 4,68 | 4 | 0,00 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 9 083 | 2,13 | 273 | 1,87 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 1 111 212 | 4,60 | 33 414 | 4,15 | ||||
| 2026-05-12 | 13F | Creative Planning | 53 069 411 | 4,25 | 1 595 797 | 3,80 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 3 184 | 914,01 | 96 | 955,56 | ||||
| 2026-05-13 | 13F | Hirtle Callaghan & Co LLC | 2 004 | -0,45 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 24 315 | 16,69 | 731 | 16,22 | ||||
| 2026-05-07 | 13F | Samara Investment Management, LLC | 15 526 | 467 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1 934 001 | 7,67 | 58 155 | 7,21 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 452 886 | 14 | ||||||
| 2026-02-04 | 13F | Timonier Family Office, LTD. | 367 857 | 6,46 | 11 109 | 6,14 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 45 345 | 1 363 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 199 | 6 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 146 431 | 6,97 | 4 403 | 6,51 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 27 579 | 2,80 | 829 | 2,35 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 278 498 | 11,45 | 8 374 | 10,97 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 14 071 | 0,29 | 423 | 0,00 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 723 729 | 2 209,65 | 21 763 | 2 200,42 | ||||
| 2026-04-29 | 13F | Meitav Dash Investments Ltd | 36 344 | 6,98 | 1 092 | 6,54 | ||||
| 2026-04-24 | 13F | Wealth Care LLC | 24 416 | 734 | ||||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 14 560 | 0,05 | 438 | -0,68 | ||||
| 2026-04-03 | 13F | First County Bank /CT/ | 11 710 | 11,25 | 352 | 11,04 | ||||
| 2026-04-16 | 13F | Cornerstone Management, Inc. | 531 884 | 11,81 | 15 994 | 11,33 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 79 414 | 13,24 | 2 388 | 12,75 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 490 145 | 8,56 | 14 802 | 8,56 | ||||
| 2026-04-28 | 13F | Argonautica Private Wealth Management, Inc | 23 065 | 0,71 | 694 | 0,29 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 292 242 | 8 788 | ||||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 11 200 | 337 | ||||||
| 2026-05-12 | 13F | Portside Wealth Group, LLC | 71 861 | 1,89 | 2 161 | 1,46 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 19 969 | 33,82 | 600 | 33,33 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 1 013 486 | 30 476 | ||||||
| 2026-05-01 | 13F | Towercrest Capital Management | 8 237 | 2,16 | 240 | 1,69 | ||||
| 2026-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 13 961 | 4,51 | 420 | 3,97 | ||||
| 2026-04-10 | 13F | Cooke Wealth Management, LLC | 255 364 | 10,25 | 7 679 | 9,65 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 7 436 338 | 52,91 | 223 611 | 52,26 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 383 975 | 56,21 | 11 546 | 55,54 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 283 480 | 5,13 | 8 524 | 4,68 | ||||
| 2026-04-15 | 13F | Diligent Investors, LLC | 9 368 | 0,22 | 282 | -0,35 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 700 | 21 | ||||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 29 373 | 883 | ||||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 1 000 | 30 | ||||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 451 | -40,26 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 2 815 855 | 12,60 | 84 673 | 12,11 | ||||
| 2026-05-15 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1 171 796 | 4,04 | 35 236 | 3,59 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 15 507 | 466 | ||||||
| 2026-04-22 | 13F | Horizon Bancorp Inc /in/ | 252 | 0 | ||||||
| 2026-05-13 | 13F | Banque Transatlantique SA | 2 755 | 83 | ||||||
| 2026-04-16 | 13F | First Community Trust Na | 620 | 19 | ||||||
| 2026-04-28 | 13F | Hardy Reed LLC | 578 912 | 1,76 | 17 408 | 1,32 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 125 420 | 17,27 | ||||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 475 | 14 | ||||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 33 982 | 4,15 | 1 022 | 3,65 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 353 292 | 3,68 | 10 623 | 3,24 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 1 122 144 | 14,93 | 33 743 | 14,43 | ||||
| 2026-04-09 | 13F | Tilia Fiduciary Partners, Inc. | 15 280 | 13,43 | 459 | 13,05 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 251 974 | 2,45 | 7 577 | 2,01 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 704 271 | 10,28 | 21 177 | 9,81 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 40 963 | 12,03 | 1 237 | 11,74 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 16 726 | 5,64 | 503 | 5,02 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 30 974 728 | 8 649,92 | 929 861 | 8 598,42 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 75 636 | 63,31 | 2 268 | 62,16 |
