Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF, to m.in TIAA Wealth Investment Management LLC, Tiaa-cref Individual & Institutional Services, Llc, Liberty Mutual Group Asset Management Inc., Gateway Wealth Partners, LLC, Grant Private Wealth Management Inc, Calamos Advisors LLC, Investment Management Trust, LLC, Oxinas Partners Wealth Management LLC, Intesa Sanpaolo Wealth Management, Joule Financial, LLC, Commerce Bank, Sterling Investment Counsel, LLC, Nixon Peabody Trust Co, Wedmont Private Capital, Central Valley Advisors, Llc, Flynn Zito Capital Management, Llc, Quantinno Capital Management LP, Pursuit Wealth Management LLC, Fountainhead AM, LLC, i Second Line Capital, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Second Line Capital, LLC | 3 931 | 201 | ||||||
| 2026-05-15 | 13F | 10Elms LLP | 43 286 | 15,96 | 2 218 | 14,75 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 8 702 | 17,37 | 446 | 16,19 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 411 | 21 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 18 094 724 | 13,33 | 955 226 | 16,48 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 11 890 | 58,32 | 609 | 56,96 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 194 886 | 3,14 | 9 984 | 2,08 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 7 797 | 10,28 | 399 | 9,02 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 93 193 | 696,32 | 4 825 | 689,53 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 164 | 124,66 | 8 | 166,67 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 466 | 18,88 | 24 | 15,00 | ||||
| 2026-05-14 | 13F | 1832 Asset Management L.P. | 3 181 412 | 33,75 | 162 984 | 32,35 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 45 906 | 9,66 | 2 352 | 8,49 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 268 496 | 0,83 | 13 755 | -0,22 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 16 663 | 854 | ||||||
| 2026-05-07 | 13F | Burk Holdings LLC | 19 | 1 | ||||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 4 119 | 211 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 1 526 055 | 5,82 | 78 180 | 4,72 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 14 402 | 5,02 | 738 | 3,95 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 3 378 | 4,48 | 173 | 3,59 | ||||
| 2026-06-02 | 13F | Blue Edge Capital, LLC | 426 168 | 3,48 | 21 833 | 2,40 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 14 274 | 17,03 | 731 | 15,85 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 13 649 | 0,78 | 699 | -0,29 | ||||
| 2026-05-14 | 13F | Delos Wealth Advisors, LLC | 443 | 45,25 | 23 | 46,67 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 135 462 | 530,64 | 6 940 | 524,01 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 29 460 | 5,66 | 1 509 | 4,57 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 18 801 | 17,73 | 1 | |||||
| 2026-05-14 | 13F | Betterment LLC | 361 816 | 4,54 | 19 | 5,88 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 80 822 | 1,83 | 4 141 | 0,78 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 3 015 485 | 2,09 | 154 483 | 1,03 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 218 453 | 26,27 | 11 191 | 24,96 | ||||
| 2026-05-14 | 13F | Cumberland Partners Ltd | 22 407 | 15,67 | 1 148 | 14,47 | ||||
| 2026-01-26 | 13F/A | LifeWealth Investments, LLC | 51 754 | 58,48 | 2 644 | 61,06 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 82 626 | 1,10 | 4 233 | 0,05 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 24 898 | 1,51 | 1 276 | 0,47 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 3 633 | 0,11 | 186 | -1,60 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 12 427 | 25,18 | 637 | 23,98 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 26 | 1 | ||||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 20 182 | 3,05 | 1 034 | 1,97 | ||||
| 2026-05-13 | 13F | ShoreHaven Wealth Partners, LLC | 6 869 | 26,13 | 352 | 24,91 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 8 907 | 7,61 | 457 | 6,53 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 5 563 | 4,25 | 285 | 3,26 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 939 | 48 | ||||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 79 | 4 | ||||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 3 782 | 1 265,34 | 194 | 1 278,57 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 9 537 | 24,96 | 489 | 23,54 | ||||
| 2026-05-04 | 13F | Flynn Zito Capital Management, Llc | 4 606 | 236 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 73 297 | 10,65 | 4 | 0,00 | ||||
| 2026-05-15 | 13F | Intesa Sanpaolo Wealth Management | 9 500 | 487 | ||||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 80 | 166,67 | 4 | 300,00 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1 800 624 | 24,19 | 91 778 | 22,27 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 548 142 | 128,21 | 28 054 | 124,73 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 20 | 1 | ||||||
| 2026-05-26 | 13F | Axiom Investment Management LLC | 168 | 9 | ||||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 5 133 | 263 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 23 750 | 16,88 | 1 217 | 15,70 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 9 167 | 0,77 | 470 | -0,21 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 25 968 | 5,82 | 1 330 | 4,72 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 10 561 | 5,44 | 541 | 4,44 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 11 369 294 | 579 493 | ||||||
| 2026-04-15 | 13F | Compagnie Lombard Odier SCmA | 71 378 | 17,44 | 3 657 | 16,21 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 10 312 | 10,35 | 528 | 9,32 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 10 108 | 518 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 2 804 359 | 1,77 | 143 667 | 0,71 | ||||
| 2026-05-07 | 13F | True North Advisors, LLC | 5 613 | 0,75 | 288 | -0,35 | ||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 27 099 | 18,32 | 1 388 | 17,13 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 28 884 | 2,23 | 1 480 | 1,16 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 11 208 | 4,86 | 574 | 3,80 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 50 984 | 13,62 | 2 612 | 12,40 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 14 637 | 11,54 | 749 | 10,47 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 358 233 | 21,04 | 18 352 | 19,78 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 15 482 | 38,24 | 793 | 36,96 | ||||
| 2026-05-13 | 13F | Financial Synergies Wealth Advisors, Inc. | 51 417 | 4,83 | 2 634 | 3,74 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 5 512 | 18,69 | 282 | 17,50 | ||||
| 2026-05-15 | 13F | Harris Associates L P | 50 | 3 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 11 058 | 40,54 | 572 | 39,51 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 130 410 | 1,77 | 6 681 | 0,71 | ||||
| 2026-01-26 | 13F | Pursuit Wealth Management LLC | 4 395 | 228 | ||||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 1 627 | 83 | ||||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 666 | 34 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1 122 773 | 14,90 | 57 520 | 13,71 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 102 193 | 6,66 | 5 235 | 5,54 | ||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 4 306 | 4,16 | 221 | 2,80 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 4 099 | 210 | ||||||
| 2026-05-12 | 13F | Creative Planning | 36 484 | 2,79 | 1 869 | 1,74 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 10 927 | 1,14 | 560 | 0,00 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 11 | 1 | ||||||
| 2026-05-15 | 13F | Destination Wealth Management | 276 626 | 4,14 | 14 172 | 3,05 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 118 784 | 25,47 | 6 032 | 23,08 | ||||
| 2026-05-14 | 13F | Prudential Plc | 74 180 | 83,70 | 3 800 | 81,82 | ||||
| 2026-05-04 | 13F | MEMBERS Trust Co | 20 388 | 28,38 | 1 044 | 27,01 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 61 669 415 | 21,91 | 3 159 324 | 20,64 | ||||
| 2026-05-08 | 13F | Asset Management One Co., Ltd. | 2 767 024 | 16,75 | 141 755 | 15,53 | ||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 12 735 | 8,24 | 652 | 7,06 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 9 816 | 0,88 | 503 | -0,20 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 19 680 | 8,98 | 1 008 | 7,92 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 6 912 | 0,19 | 358 | -0,83 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 30 | 2 | ||||||
| 2026-05-11 | 13F | Commerce Bank | 5 900 | 302 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 154 061 | 1 591,31 | 7 893 | 1 575,58 | ||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 15 485 | 67,30 | 793 | 65,55 | ||||
| 2026-04-14 | 13F | Joule Financial, LLC | 6 663 | 341 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 1 027 | 15,39 | 53 | 13,04 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 18 690 | 957 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 1 565 | 100,90 | 80 | 100,00 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 1 583 035 | 0,90 | 81 099 | -0,16 | ||||
| 2026-05-08 | 13F | Summit Asset Management, LLC | 53 281 | 43,34 | 2 730 | 41,84 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 54 708 | 2 803 | ||||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 16 | 1 | ||||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 7 107 | 27,43 | 364 | 26,39 | ||||
| 2026-05-14 | 13F | Van Hulzen Asset Management, LLC | 21 313 | 2,35 | 1 092 | 1,21 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 60 630 | 3 106 | ||||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 653 841 | 1,28 | 33 496 | 0,22 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 8 278 221 | 4,09 | 424 093 | 3,01 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 2 357 | 48,80 | 121 | 46,34 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 6 056 | 13,58 | 310 | 11,51 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 9 139 303 | 468 206 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 36 444 | 211,06 | 1 867 | 208,09 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 6 865 | 3,33 | 355 | 2,60 | ||||
| 2026-05-14 | 13F | Spectrum Strategic Capital Management, LLC | 6 998 | 0,20 | 359 | -0,83 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 5 862 267 | 1,32 | 300 324 | 0,26 | ||||
| 2026-05-15 | 13F | BlueCrest Capital Management Ltd | 1 | 0 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 185 742 | 5,11 | 9 516 | 4,02 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 3 178 746 | 3,04 | 164 563 | 2,15 | ||||
| 2026-04-15 | 13F | Fjell Capital, LLC | 103 219 | 10,61 | 5 288 | 9,44 | ||||
| 2026-04-09 | 13F | Central Valley Advisors, Llc | 4 677 | 240 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 32 045 | 23,87 | 1 659 | 22,81 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1 605 | 82 | ||||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 50 257 | 49,37 | 2 575 | 47,85 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 117 | 963,64 | 6 | |||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 16 485 | 2,55 | 845 | 1,44 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 36 346 | 34,35 | 1 843 | 31,64 | ||||
| 2026-05-01 | 13F | Cosner Financial Group, LLC | 365 167 | 1,84 | 18 707 | 0,78 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 1 775 | 91 | ||||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 0 | 0 | ||||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 34 526 | 2,65 | 1 769 | 1,55 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 23 525 | 1 205 | ||||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 5 092 | 7,61 | 261 | 6,56 | ||||
| 2026-05-15 | 13F | Valley Financial Group, Inc. | 8 231 | 2,93 | 422 | 1,69 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 314 | 11,74 | 16 | 14,29 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 5 904 | 10,58 | 302 | 8,63 | ||||
| 2026-04-08 | 13F | Erickson Financial Group, LLC | 103 718 | 4,85 | 5 313 | 3,77 | ||||
| 2026-04-27 | 13F | Nixon Peabody Trust Co | 5 046 | 259 | ||||||
| 2026-05-06 | 13F | Aire Advisors, Llc | 93 487 | 3,38 | 4 789 | 2,31 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 28 010 | 3,25 | 1 430 | 1,85 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 11 042 | 566 | ||||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 2 162 | 0,14 | 111 | -0,90 | ||||
| 2026-05-15 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 13 660 | 12,60 | 700 | 11,31 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 3 464 282 | 22,89 | 177 475 | 21,61 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 20 653 | 41,63 | 1 058 | 40,32 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 2 013 | 1,10 | 103 | -0,97 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 10 864 | 69,78 | 561 | 69,49 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 5 079 | 260 | ||||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 6 100 | 2,30 | 315 | 1,29 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 16 267 | 1 | ||||||
| 2026-04-15 | 13F | Activest Wealth Management | 160 | 8 | ||||||
| 2026-04-14 | 13F | Grant Private Wealth Management Inc | 20 757 | 1 063 | ||||||
| 2026-04-08 | 13F | Pines Wealth Management, LLC | 18 371 | 0,59 | 941 | -0,42 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 51 950 | 3 | ||||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 40 249 | 30,27 | 2 063 | 28,39 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 1 404 | 20,00 | 72 | 18,33 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1 934 400 | 4,13 | 99 099 | 3,04 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 19 315 | 124,65 | 990 | 122,25 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 107 709 | 1,78 | 5 518 | 0,71 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 11 743 | 86,69 | 602 | 84,92 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 4 460 | 228 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 1 251 | 64 | ||||||
| 2026-04-24 | 13F | Investment Management Trust, LLC | 10 263 | 526 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 614 798 | 5,97 | 31 496 | 4,87 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 598 | 29,16 | 31 | 30,43 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 38 662 | 8,81 | 1 981 | 7,67 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 789 | 40 | ||||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 159 877 | 6,34 | 8 191 | 5,23 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 7 109 | 1,12 | 364 | 0,28 | ||||
| 2026-05-15 | 13F | SIMA Wealth Partners, LLC | 193 640 | 8,83 | 9 920 | 7,70 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 4 899 | 252 | ||||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 592 736 | 3,56 | 30 366 | 2,48 | ||||
| 2026-05-19 | 13F | Financial Avengers, Inc. | 101 248 | 12,47 | 5 187 | 11,29 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 10 174 811 | 5,28 | 521 256 | 4,18 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 17 | 1 | ||||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 6 579 | 20,47 | 337 | 19,50 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 278 900 | 12,09 | 14 241 | 10,55 | ||||
| 2026-05-18 | 13F | Cassady Wealth & Retirement Planning, LLC | 4 779 | 4,16 | 245 | 2,95 | ||||
| 2026-05-08 | 13F | TMB Capital Partners, LLC | 23 277 | 7,72 | 1 192 | 6,62 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 570 | 29 | 38,10 | |||||
| 2026-02-10 | 13F | Transatlantique Private Wealth Llc | 49 843 | 17,37 | 2 580 | 16,37 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 21 771 | 25,58 | 1 115 | 24,30 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 199 | 10 | ||||||
| 2026-04-17 | 13F | Essex Savings Bank | 3 993 | 205 | ||||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 307 | 16 | ||||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 605 | 0,17 | 31 | -3,23 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 8 247 | 2,56 | 422 | 1,44 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 217 080 | 2,63 | 11 121 | 1,56 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 7 108 900 | 5,78 | 364 189 | 4,67 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 2 079 | 41 480,00 | 106 | |||||
| 2026-05-05 | 13F | UBS Group AG | 56 079 950 | 1 285,25 | 2 872 976 | 1 270,81 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 138 415 | 24,93 | 7 166 | 143 200,00 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 3 314 | 0,76 | 170 | -0,59 | ||||
| 2026-05-13 | 13F | Daiwa Securities Group Inc. | 149 | 86,25 | 8 | |||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 1 218 554 | 14 054,42 | 62 427 | 13 928,31 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 47 750 | 2,08 | 2 446 | 1,03 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 1 333 | 2 238,60 | 68 | 3 300,00 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 670 281 | 3,34 | 34 338 | 2,26 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 19 217 | 9,39 | 984 | 8,25 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 7 602 | 1,14 | 389 | 0,00 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 10 964 | 3,30 | 562 | 2,19 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 41 | 2 | ||||||
| 2026-04-30 | 13F | Yukon Wealth Management, Inc. | 13 040 | 4,19 | 668 | 3,25 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 6 435 | 28,70 | 330 | 27,52 | ||||
| 2026-05-07 | 13F | New York Life Investment Management Llc | 432 356 | 34,06 | 22 149 | 32,66 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 135 350 | 39,93 | 6 899 | 37,33 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 11 610 948 | 268,37 | 594 829 | 264,53 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 46 356 | 3,11 | 2 375 | 2,02 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 6 726 | 2,50 | 345 | 1,47 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 9 | 0,00 | ||||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 29 | 1 | ||||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 8 289 | 0,99 | 425 | 0,00 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 3 768 | 92,44 | 193 | 91,09 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 30 482 | 4,45 | 1 562 | 3,38 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 382 114 | 7,75 | 19 576 | 6,62 | ||||
| 2026-02-02 | 13F | Long Run Wealth Advisors, LLC | 1 195 107 | 2,38 | 61 871 | 1,50 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 52 033 | 2 666 | ||||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 40 677 | 323,54 | 2 | |||||
| 2026-05-07 | 13F | Dakota Wealth Management | 134 825 | 41,81 | 6 907 | 40,36 | ||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 9 968 | 506 | ||||||
| 2026-05-08 | 13F | Glassy Mountain Advisors, Inc. | 188 348 | 3,92 | 9 649 | 2,83 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 790 792 | 7 154,97 | 40 512 | 7 186,33 | ||||
| 2026-05-14 | 13F | Virtus ETF Advisers LLC | 200 | 50,38 | 10 | 66,67 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 13 631 | 31,35 | 698 | 29,98 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 1 333 | 151,98 | 68 | 151,85 | ||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 15 825 | 811 | ||||||
| 2026-05-15 | 13F | Liberty Mutual Group Asset Management Inc. | 714 850 | 36 622 | ||||||
| 2026-04-28 | 13F | K2 Financial Inc. | 66 902 | 10,82 | 3 449 | 10,30 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 507 366 | 27,07 | 25 992 | 25,74 | ||||
| 2026-05-01 | 13F | Kraft, Davis & Associates, LLC | 172 840 | 73,66 | 8 863 | 71,40 | ||||
| 2026-05-05 | 13F | PFG Advisors | 7 797 | 7,25 | 399 | 6,12 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 682 | 3 147,62 | 35 | 3 300,00 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 46 046 | 1,82 | 2 359 | 0,73 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 40 | 2 | ||||||
| 2026-05-13 | 13F | State Farm Mutual Automobile Insurance Co | 369 902 | 40,98 | 18 950 | 39,52 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 28 127 | 1,12 | 1 | 0,00 | ||||
| 2026-04-16 | 13F | IVC Wealth Advisors LLC | 155 854 | 2,60 | 7 984 | 1,54 | ||||
| 2026-04-28 | 13F | RHS Financial, LLC | 8 399 | 430 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 105 235 | 3,66 | 5 391 | 2,59 | ||||
| 2026-04-28 | 13F | CAP Partners, LLC | 20 028 | 11,67 | 1 026 | 10,56 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 20 349 943 | 7,57 | 1 042 528 | 6,45 | ||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 426 907 | 82,48 | 21 856 | 80,29 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 10 819 | 0,77 | 554 | -0,18 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 7 157 | 367 | ||||||
| 2026-05-12 | 13F | One Capital Management, LLC | 199 428 | 371,61 | 10 217 | 366,70 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 2 241 | 115 | ||||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 1 334 | 5,96 | 68 | 4,62 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 6 323 | 8,40 | 324 | 7,31 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 1 692 140 | 10,75 | 86 688 | 9,59 | ||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 10 170 | 521 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 10 749 955 | 7,86 | 550 720 | 6,73 | ||||
| 2026-05-06 | 13F | Bauman Advisory Group, LLC | 85 043 | 131,51 | 4 357 | 129,14 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 7 295 | 374 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 526 | 3,75 | 27 | 0,00 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 79 520 | 4 074 | ||||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 566 | 29 | ||||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 11 744 | 86,71 | 602 | 84,92 |
