Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w iShares Trust - iShares MSCI USA Value Factor ETF, to m.in Mainstay Capital Management Llc /adv, TRB Wealth Management, LLC, Redhawk Wealth Advisors, Inc., Ndwm Llc, Valued Retirements, Inc., Per Stirling Capital Management, LLC., Wbh Advisory Inc, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors, Westview Management dba Westview Investment Advisors, XTX Topco Ltd, Petra Financial Advisors Inc, Heirloom Wealth Management, Traveka Wealth, LLC, Accredited Investors Inc., VestGen Advisors, LLC, Independent Advisor Alliance, Warren Averett Asset Management, LLC, Inspire Advisors, LLC, Cyndeo Wealth Partners, LLC, i Napier Financial, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-13 | 13F | 5T Wealth, LLC | 1 420 | 202 | ||||||
| 2026-05-15 | 13F | 10Elms LLP | 13 957 | 12,91 | 1 985 | 17,40 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 1 500 | 213 | |||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 38 221 | 43 332,95 | 5 435 | 45 183,33 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 933 | 133 | ||||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 18 632 | 5,68 | 2 649 | 9,92 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 3 004 | 475 | ||||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 28 724 | 1 832,97 | 4 084 | 1 911,82 | ||||
| 2026-05-12 | 13F | Mainstay Capital Management Llc /adv | 267 154 | 37 987 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 2 912 | 12,09 | 414 | 16,62 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 40 | 6 | ||||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 5 488 | 0,05 | 780 | 4,14 | ||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 2 327 | 2,96 | 331 | 6,80 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 2 515 | 23,89 | 0 | |||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 22 271 | 3 167 | ||||||
| 2026-04-24 | 13F | Keystone Global Partners, LLC | 19 159 | 2 724 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 2 009 | 286 | ||||||
| 2026-05-15 | 13F | Windsor Advisory Group, LLC | 361 | 51 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 6 073 | 9,52 | 864 | 13,85 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 1 446 | 206 | ||||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 8 940 | 1 271 | ||||||
| 2026-05-08 | 13F | Westview Management dba Westview Investment Advisors | 10 399 | 1 479 | ||||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 5 403 | 10,51 | 768 | -4,71 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 33 968 | 35,65 | 4 830 | 41,08 | ||||
| 2026-05-05 | 13F | 4J Wealth Management LLC | 1 428 | 203 | ||||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 2 386 | 2,80 | 339 | 6,94 | ||||
| 2026-05-04 | 13F | Arrow Investment Advisors, LLC | 32 496 | 4 621 | ||||||
| 2026-05-08 | 13F | SHP Wealth Management | 334 | 0,30 | 48 | 4,44 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 447 061 | 31,50 | 64 | 36,96 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 26 289 | 84,34 | 3 738 | 91,79 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 2 694 | 0,41 | 383 | 4,64 | ||||
| 2026-05-01 | 13F | Marks Wealth, LLC | 305 035 | 20,67 | 43 373 | 25,49 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 5 642 | 1 028 | ||||||
| 2026-05-05 | 13F | BCGM Wealth Management, LLC | 2 408 | 0,42 | 342 | 4,59 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 61 043 | 8 683 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 13 627 | 9,06 | 1 938 | 13,41 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 24 425 | 3 473 | ||||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 6 627 | 942 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 289 852 | 24,80 | 41 214 | 132 848,39 | ||||
| 2026-05-05 | 13F | Aspiring Ventures, LLC | 1 848 | 263 | ||||||
| 2026-05-14 | 13F | Delos Wealth Advisors, LLC | 942 | 134 | ||||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 3 951 | 0,03 | 562 | 3,89 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 7 | 1 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 687 | 98 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 4 658 | 662 | ||||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 15 698 | 2 232 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 560 | 0 | ||||||
| 2026-05-05 | 13F | Napier Financial, LLC | 3 892 | 553 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 260 534 | 32,37 | 37 029 | 37,66 | ||||
| 2026-04-20 | 13F | Wall Capital Group, Inc. | 1 855 | 0,43 | 264 | 4,37 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 519 | 336,13 | 74 | 356,25 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 145 | 0,69 | 21 | 5,26 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 1 835 | 0,11 | 261 | 4,00 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 2 053 | 0,34 | 292 | 4,30 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 135 | 10,66 | 19 | 18,75 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 154 871 | 10 350,13 | 22 021 | 10 801,49 | ||||
| 2026-05-01 | 13F | FLC Capital Advisors | 3 996 | 16,64 | 568 | 21,37 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 1 452 | 206 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 4 574 | 71,89 | 625 | 88,25 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 1 646 | 12,28 | 236 | 18,00 | ||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 3 380 | 59,28 | 481 | 56,86 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 3 349 | 476 | ||||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 3 991 | 567 | ||||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 18 375 | 2 613 | ||||||
| 2026-04-14 | 13F | Heirloom Wealth Management | 7 743 | 1 101 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 194 434 | 87,75 | 27 647 | 95,24 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | 45 774 | 420,45 | 6 509 | 441,43 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 3 702 | 0,43 | 526 | 4,57 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 6 654 | 0,12 | 946 | 4,19 | ||||
| 2026-05-11 | 13F | West Wealth Group, LLC | 5 491 | 26,58 | 781 | 31,53 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 1 223 | 11,89 | 174 | 16,11 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 277 | 0,73 | 38 | 8,82 | ||||
| 2026-04-24 | 13F | Swmg, Llc | 13 058 | 1 857 | ||||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 5 556 | 2,87 | 790 | 7,05 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 667 | 0,15 | 95 | 3,30 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 24 | 3 | ||||||
| 2026-04-29 | 13F | Signet Private Wealth LLC | 1 585 | 225 | ||||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 35 | 20,69 | 5 | 33,33 | ||||
| 2026-05-04 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 1 906 | 0,47 | 271 | 4,25 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 16 848 | 263,50 | 2 396 | 278,36 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 2 761 | 8,87 | 0 | |||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 4 948 | 703 | ||||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 1 586 | 0,44 | 225 | -3,02 | ||||
| 2026-04-15 | 13F | Compagnie Lombard Odier SCmA | 1 927 | 274 | ||||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 4 893 | 696 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 50 129 | 364,03 | 7 | 600,00 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 291 | 41 | ||||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 2 188 | 361 | ||||||
| 2026-05-11 | 13F | Nomura Asset Management Co Ltd | 46 755 | 83,68 | 6 648 | 91,03 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 4 109 | 584 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 237 | 134,65 | 34 | 153,85 | ||||
| 2026-05-04 | 13F | Wealthgarden F.s. Llc | 2 929 | 45,29 | 417 | 42,96 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 75 231 | 368,47 | 10 697 | 387,33 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 26 | 8,33 | 4 | 33,33 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 6 483 | 2,82 | 922 | 6,84 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 61 199 | 69,29 | 8 702 | 76,06 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 5 517 | 9,23 | 785 | 13,62 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 2 270 | 323 | ||||||
| 2026-05-01 | 13F | FDx Advisors, Inc. | 13 127 | 2 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 2 802 | 2 159,68 | 398 | 2 961,54 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 6 928 | 0,67 | 986 | 4,79 | ||||
| 2026-05-13 | 13F | Edmond De Rothschild Holding S.a. | 550 | 78 | ||||||
| 2026-04-01 | 13F | First Financial Bank - Trust Division | 66 489 | 4,59 | 9 454 | 8,77 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 7 879 | 1 120 | ||||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 2 821 | 15,33 | 401 | 20,06 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 224 | 124,00 | 32 | 138,46 | ||||
| 2026-05-15 | 13F | JT Stratford LLC | 3 195 | 454 | ||||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 24 | 3 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 667 457 | 61,30 | 92 430 | 63,36 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 328 961 | 16,11 | 44 979 | 26,95 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 1 547 | 220 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 112 | 4,67 | 16 | 7,14 | ||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 7 526 | 1 070 | ||||||
| 2026-04-20 | 13F | Fairvoy Private Wealth, LLC | 1 969 | 24,70 | 280 | 29,77 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 1 179 | 21,42 | 168 | 26,52 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 511 | 231,82 | 74 | 252,38 | ||||
| 2026-05-12 | 13F | Hanlon Investment Management, Inc. | 5 292 | 752 | ||||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 40 | 900,00 | 6 | |||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 6 572 | 25,30 | 1 | |||||
| 2026-05-15 | 13F | Westbourne Investments, Inc. | 1 641 | 233 | ||||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 25 147 | 63,69 | 3 576 | 70,24 | ||||
| 2026-04-29 | 13F | Shelter Mutual Insurance Co | 2 657 | 375 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 939 359 | 74,55 | 133 567 | 81,52 | ||||
| 2026-05-06 | 13F | Shared Vision Wealth Group LLC | 2 897 | 11,42 | 412 | 9,31 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 1 413 | 201 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 4 741 | 674 | ||||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 1 009 | 16 716,67 | 143 | |||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 113 615 | 72,89 | 16 155 | 79,79 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 2 110 | 1,64 | 330 | 9,67 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 11 566 | 24,13 | 1 644 | 29,04 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1 286 319 | 883,92 | 182 902 | 923,22 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 34 949 | 4 969 | ||||||
| 2026-04-27 | 13F | Moneywise, Inc. | 3 222 | 458 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 72 724 | 1 622,91 | 10 | |||||
| 2026-05-11 | 13F | Citigroup Inc | 4 634 | 44,32 | 659 | 49,89 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 309 025 | 430,74 | 43 940 | 451,94 | ||||
| 2026-05-07 | 13F | Mason Street Advisors, Llc | 288 200 | 40 979 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 16 895 | 59,28 | 2 402 | 65,66 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 3 773 | 0,43 | 527 | 1,74 | ||||
| 2026-05-14 | 13F | Prudential Plc | 223 800 | 86,50 | 31 822 | 93,95 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 10 898 | 326,54 | 1 550 | 343,84 | ||||
| 2026-05-04 | 13F | Legacy Capital Group California, Inc. | 2 759 | 392 | ||||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 3 916 | 557 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 21 763 | 0,85 | 3 094 | 4,88 | ||||
| 2026-04-21 | 13F | Strategic Equity Management | 4 175 | 594 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 7 325 | 7,58 | 1 042 | 11,94 | ||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 1 997 | 0,30 | 284 | 4,04 | ||||
| 2026-05-15 | 13F | NCM Capital Management, LLC | 12 425 | 0,02 | 1 767 | 4,00 | ||||
| 2026-05-13 | 13F | Protective Life Corp | 253 | 36 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 607 | 24,39 | 86 | 30,30 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 1 814 | 0,11 | 258 | 4,05 | ||||
| 2026-04-13 | 13F | ONE Advisory Partners, LLC | 2 633 | 3,09 | 374 | 7,16 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 9 254 | 1,17 | 1 316 | 5,20 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 18 499 | 88,59 | 2 630 | 96,12 | ||||
| 2026-04-24 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 2 435 | 48,57 | 346 | 54,46 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 180 | 0,56 | 26 | 4,17 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 2 | 0 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 9 213 | 13 061,43 | 1 310 | 14 444,44 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1 612 286 | 0,35 | 229 251 | 4,35 | ||||
| 2026-05-11 | 13F | COFG Advisors, LLC | 11 853 | 2,65 | 1 685 | 6,78 | ||||
| 2026-04-23 | 13F | Brown Miller Wealth Management, LLC | 3 991 | 567 | ||||||
| 2026-05-13 | 13F | Invst, LLC | 8 082 | 1 149 | ||||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 64 394 | 9 156 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 51 320 | 21,45 | 7 297 | 26,31 | ||||
| 2026-04-10 | 13F | BostonPremier Wealth LLC | 3 412 | 0,12 | 485 | 4,30 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 3 116 | 443 | ||||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 30 523 | 5,59 | 4 340 | 9,82 | ||||
| 2026-05-12 | 13F | Creative Planning | 27 795 | 71,09 | 3 952 | 77,94 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 244 | 0,41 | 35 | 3,03 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 9 107 | 1 295 | ||||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 36 | 2,86 | 5 | 25,00 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 129 | 18 | ||||||
| 2026-04-08 | 13F | Warner Financial, Inc | 11 729 | 0,14 | 1 668 | 166 700,00 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 1 554 109 | 10,57 | 220 979 | 14,98 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 2 100 | 287 | ||||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 2 604 | 22,89 | 370 | 28,03 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 50 582 | 16,36 | 7 | 40,00 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 41 | 6 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 5 273 | 23,61 | 751 | 28,64 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 305 941 | 75,41 | 43 502 | 82,42 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 13 401 | 1 940 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 558 535 | 1,51 | 79 418 | 5,57 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 21 | 3 | ||||||
| 2026-05-04 | 13F | Gleason Group, Inc. | 758 | 0,40 | 108 | 3,88 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 18 644 | 6,18 | 2 651 | 10,42 | ||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 6 527 | 928 | ||||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 17 330 | 24,57 | 2 464 | 29,55 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 16 282 | 7,53 | 2 315 | 11,84 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 1 456 | 207 | ||||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 8 856 | 8,15 | 1 259 | 12,51 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 554 | 13,99 | 80 | 14,29 | ||||
| 2026-04-15 | 13F | Apex Wealth Management, LLC | 21 500 | 3 057 | ||||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 2 674 | 54,30 | 380 | 60,34 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 127 | 64,94 | 18 | 80,00 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 15 | 2 | ||||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 12 726 | 31,24 | 1 810 | 36,53 | ||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 1 965 | 22,51 | 279 | 27,40 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 10 869 | 18,97 | 2 | 0,00 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 3 762 | 0,05 | 595 | 15,76 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 6 143 | 0,64 | 977 | 10,40 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 34 | 3,03 | 5 | 0,00 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 243 975 | 7,72 | 34 691 | 12,02 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 26 747 | 55,09 | 3 434 | 45,63 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 3 421 | 1,60 | 486 | 5,65 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 6 452 | 72,10 | 917 | 79,10 | ||||
| 2026-05-11 | 13F | Chilton Capital Management Llc | 386 | 55 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 5 202 | 10,56 | 711 | 20,92 | ||||
| 2026-04-24 | 13F | Ndwm Llc | 25 280 | 3 595 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 108 157 | 89,14 | 15 259 | 95,17 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 755 | 107 | ||||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 5 595 | 17,22 | 775 | 18,71 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 99 | 14 | ||||||
| 2026-05-04 | 13F | Citizens National Bank Trust Department | 6 | 1 | ||||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 3 968 | 0,28 | 565 | 4,25 | ||||
| 2026-05-12 | 13F | Belvedere Trading LLC | 354 | 50 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 14 388 | 5,45 | 2 083 | 11,64 | ||||
| 2026-05-12 | 13F | Belvedere Trading LLC | Put | 1 300 | 185 | |||||
| 2026-05-15 | 13F | Millennium Management Llc | 12 430 | 300,19 | 1 767 | 316,75 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 92 | 1,10 | 13 | 8,33 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 67 051 | 2,67 | 9 534 | 6,78 | ||||
| 2026-04-23 | 13F | OakTrust Wealth Advisors, LLC | 2 017 | 0,40 | 287 | 4,38 | ||||
| 2026-04-09 | 13F | Taylor & Morgan Wealth Management, LLC | 2 637 | 0,46 | 375 | 4,47 | ||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 159 | 23 | ||||||
| 2026-05-12 | 13F | One Capital Management, LLC | 220 580 | 177,08 | 31 364 | 188,14 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 32 316 | 11,91 | 4 595 | 16,36 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 1 514 | 215 | ||||||
| 2026-05-14 | 13F | Sentinel Advisory Group, LLC | 2 069 | 294 | ||||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 18 103 | 2 574 | ||||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 346 | 49 | ||||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 3 513 | 500 | ||||||
| 2026-04-08 | 13F | High Point Wealth Management, LLC | 130 | 19 | ||||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 9 584 | 6,54 | 1 363 | 10,73 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 16 911 | 95,68 | 2 405 | 103,56 | ||||
| 2026-05-11 | 13F | Stonebrook Private Inc. | 2 241 | 319 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 23 028 163 | 1,24 | 3 274 375 | 5,28 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 2 | 0 | ||||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 45 414 | 0,36 | 6 457 | 4,36 | ||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 39 | 6 | ||||||
| 2026-05-15 | 13F | Ariadne Wealth Management, LP | 4 932 | 0,08 | 701 | -5,01 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 17 556 | 35,35 | 2 496 | 40,78 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 5 115 | 22,87 | 727 | 27,77 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 9 256 | 1 316 | ||||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 1 518 | 208 | ||||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 3 644 | 128,75 | 518 | 138,71 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 70 762 | 16,38 | 10 061 | 21,03 | ||||
| 2026-05-11 | 13F | American Money Management, LLC | 2 084 | 296 | ||||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 2 450 | 13,32 | 348 | 17,97 | ||||
| 2026-05-05 | 13F | Cedarwood Wealth LLC | 3 052 | 0,03 | 434 | -1,81 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11 646 | 1 656 | ||||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 2 679 | 6,99 | 381 | 72,73 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 25 991 | 878,21 | 3 696 | 917,91 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 1 214 | 786,13 | 173 | 265,96 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 9 409 | 25,14 | 1 338 | 30,06 | ||||
| 2026-04-30 | 13F | Yukon Wealth Management, Inc. | 3 140 | 0,13 | 446 | -4,50 | ||||
| 2026-05-07 | 13F | MA Private Wealth | 14 834 | 24,61 | 2 109 | 29,63 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 567 | 0,53 | 78 | 10,00 | ||||
| 2026-04-13 | 13F | Successful Portfolios LLC | 1 543 | 219 | ||||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 1 457 | 211 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 618 258 | 75,00 | 87 910 | 81,99 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 55 | 8 | ||||||
| 2026-04-21 | 13F | Sugar Maple Asset Management, LLC | 2 685 | 382 | ||||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 173 | 25 | ||||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 1 835 | 261 | ||||||
| 2026-04-27 | 13F | Mosley Wealth Management | 200 | 25 | ||||||
| 2026-04-09 | 13F | Life Line Wealth Management Llc | 76 733 | 10 911 | ||||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 11 | 2 | ||||||
| 2026-04-20 | 13F | Breakwater Capital Group | 5 443 | 18,69 | 774 | 23,29 | ||||
| 2026-05-05 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 21 237 | 17,09 | 3 021 | 21,82 | ||||
| 2026-05-05 | 13F | PFG Advisors | 6 523 | 4,97 | 928 | 9,19 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 3 135 | 6,81 | 446 | 10,97 | ||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 3 044 | 433 | ||||||
| 2026-05-06 | 13F | Dorsey Wright & Associates | 56 551 | 8 041 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 1 385 | 189 | ||||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 2 882 | 410 | ||||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 1 700 | 242 | ||||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 1 607 | 0,19 | 228 | 4,11 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 153 176 | 5 453,88 | 21 780 | 5 677,19 | ||||
| 2026-05-14 | 13F | Meridian Wealth Partners, LLC | 186 234 | 1,38 | 26 481 | 5,43 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 437 | 52,26 | 60 | 68,57 | ||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 72 474 | 10 305 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 7 266 | 9,38 | 1 033 | 13,77 | ||||
| 2026-05-15 | 13F | Fmr Llc | 721 493 | 18,74 | 102 589 | 23,48 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 1 | 0 | ||||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 2 660 | 378 | ||||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 1 414 | 201 | ||||||
| 2026-04-10 | 13F | Claris Advisors, Llc / Mo / | 12 827 | 0,23 | 1 824 | 4,23 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 119 | 17 | ||||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 1 751 | 249 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 41 399 | 11,75 | 5 886 | 16,21 | ||||
| 2026-04-15 | 13F | Peddock Capital Advisors, Llc | 32 149 | 4,71 | 4 571 | 8,89 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 10 510 | 19,96 | 1 494 | 24,81 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 4 852 | 81,59 | 690 | 89,04 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 4 428 | 0,05 | 630 | 3,97 | ||||
| 2026-04-28 | 13F | RHS Financial, LLC | 9 886 | 26,02 | 1 406 | 31,06 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 24 | 3 | ||||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 1 562 | 222 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 1 009 | 143 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 354 | 180,95 | 51 | 200,00 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 90 | 52,54 | 13 | 50,00 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1 571 | 10,25 | 223 | 14,95 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 195 | 14,04 | 28 | 17,39 | ||||
| 2026-04-08 | 13F | Wealth Science Advisors LLC | 32 | 4 | ||||||
| 2026-04-08 | 13F | RDA Financial Network | 2 054 | 292 | ||||||
| 2026-04-14 | 13F | Well Done, LLC | 39 520 | 1,29 | 5 619 | 5,34 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 5 490 | 3,94 | 781 | 8,03 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 12 948 | 494,76 | 1 841 | 519,87 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 18 066 | 151,48 | 2 569 | 161,51 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 6 079 | 864 | ||||||
| 2026-05-11 | 13F | Waddell & Associates, Llc | 42 511 | 1,99 | 6 045 | 6,05 | ||||
| 2026-05-13 | 13F | Valued Retirements, Inc. | 22 826 | 3 246 | ||||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 1 416 | 201 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 927 084 | 10,31 | 131 822 | 14,71 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 154 854 | 115 462,69 | 22 019 | 122 222,22 | ||||
| 2026-04-07 | 13F | First Citizens Financial Corp | 4 794 | 22,14 | 682 | 27,05 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 271 | 6,72 |
