Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Vanguard Admiral Funds - Vanguard S&P 500 Value ETF, to m.in Mma Asset Management Llc, Ehrlich Financial Group, Cliftonlarsonallen Wealth Advisors, Llc, Evergreen Wealth Solutions, LLC, Jane Street Group, Llc, Natixis Advisors, L.p., NewEdge Wealth, LLC, Accent Capital Management, LLC, Diversify Wealth Management, Llc, Vanguard Advisers Inc, Stone Point Wealth LLC, MSH Capital Advisors LLC, Foundations Investment Advisors, LLC, Johnson Financial Group, LLC, Tiaa-cref Individual & Institutional Services, Llc, M&t Bank Corp, UMA Financial Services, Inc., Cullen/frost Bankers, Inc., Wall Street Access Asset Management, LLC, i Innovative Asset Advisors Group, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-21 | 13F | Gutierrez Wealth Advisory, LLC | 1 146 | 0,44 | 234 | 0,00 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 125 | 25 | ||||||
| 2026-05-11 | 13F | Citigroup Inc | 1 366 | 18,89 | 278 | 18,30 | ||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 38 712 | 7 889 | ||||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 68 | 14 | ||||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 1 196 | 244 | ||||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 33 | 7 | ||||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 710 | 145 | ||||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 11 292 | 2,03 | 2 | 0,00 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 44 607 | 3,65 | 9 090 | 3,11 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 4 560 | 972 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 1 827 | 0,11 | 372 | -0,27 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 1 392 | 0,14 | 284 | -0,35 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 1 377 | 7,75 | 281 | 7,28 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 3 134 | 0,45 | 639 | -0,16 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 2 472 | 7,76 | 504 | 7,25 | ||||
| 2026-01-29 | 13F | Comerica Bank | 20 271 | 0,16 | 4 153 | 2,85 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 4 182 | 1,41 | 852 | 0,95 | ||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 17 189 | 57,44 | 3 503 | 56,66 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 5 512 | 0,69 | 1 123 | 0,18 | ||||
| 2026-04-10 | 13F | Marshall Financial Group LLC | 3 487 | 0,29 | 711 | -0,28 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 17 181 | 3 504 | ||||||
| 2026-04-15 | 13F | Iams Wealth Management, Llc | 12 679 | 59,56 | 2 584 | 58,72 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 54 950 | 0,35 | 11 198 | -0,17 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 1 420 | 289 | ||||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 11 805 | 2,68 | 2 406 | 2,12 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 38 145 | 1,75 | 7 774 | 1,22 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 5 648 | 1 | ||||||
| 2026-05-15 | 13F | Sierra Capital LLC | 7 815 | 4,13 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 117 | 24 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 9 447 | 51,15 | 1 925 | 50,39 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 2 833 | 47,63 | 578 | 50,65 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 4 359 | 9,80 | 888 | 9,23 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 1 038 | 212 | ||||||
| 2026-05-13 | 13F | Fortress Private Ledger, Llc | 4 461 | 74,87 | 909 | 74,14 | ||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 2 107 | 0,43 | 429 | 0,00 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1 866 106 | 1,38 | 380 294 | 0,86 | ||||
| 2026-05-14 | 13F | Betterment LLC | 50 647 | 7,80 | 10 | 11,11 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 83 626 | 142,10 | 17 042 | 140,84 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 3 852 | 3,41 | 785 | 2,75 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 3 466 | 0,17 | 706 | -0,28 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 5 443 | 0,44 | 1 109 | 0,00 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 6 698 | 5,05 | 1 365 | 4,44 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 5 390 | 1,81 | 1 098 | 1,29 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 269 | 55,49 | 55 | 54,29 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 4 302 | 23,80 | 877 | 23,21 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 106 095 | 17,76 | 21 621 | 17,16 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 70 382 | 5,68 | 14 343 | 5,13 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 20 705 | 4 219 | ||||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 1 581 | 1,15 | 322 | 0,63 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 1 514 | 2,85 | 309 | 2,33 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 50 281 | 48,34 | 10 247 | 47,57 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 29 976 | 1,40 | 6 109 | 0,86 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 50 850 | 83,20 | 10 188 | 79,18 | ||||
| 2026-05-14 | 13F | Johnson Financial Group, LLC | 1 040 | 212 | ||||||
| 2026-05-15 | 13F | Lazard Asset Management Llc | 15 829 | 1,30 | 3 226 | 0,78 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1 172 687 | 3,86 | 238 982 | 3,33 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 100 | 20 | ||||||
| 2026-05-11 | 13F | Accent Capital Management, LLC | 8 456 | 1 836 | ||||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 321 | 0,63 | 65 | 0,00 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 1 642 | 335 | ||||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1 564 | 357,31 | 319 | 354,29 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 1 446 | 0,42 | 295 | 0,00 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 1 498 | 11,29 | 305 | 10,91 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9 385 | 6,03 | 1 913 | 5,46 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 2 817 | 1,40 | 577 | 4,15 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 36 141 | 28,96 | 7 413 | 29,13 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 2 918 | 0,34 | 595 | -0,17 | ||||
| 2026-04-28 | 13F | Arbor Investment Advisors, LLC | 3 927 | 0,26 | 800 | -0,25 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 36 | 7 | ||||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 2 595 | 4,93 | 529 | 4,35 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 11 495 | 41,41 | 2 355 | 45,22 | ||||
| 2026-05-05 | 13F | UBS Group AG | 681 534 | 2,71 | 138 890 | 2,18 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 374 650 | 4,07 | 76 289 | 3,45 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 21 782 | 0,40 | 4 439 | -0,11 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 2 992 | 0,03 | 610 | -0,49 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 1 153 | 2,58 | 235 | 1,74 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 8 515 | 1 735 | ||||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 6 024 | 5,57 | 1 228 | 5,05 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 1 689 | 0,42 | 344 | 0,00 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 12 371 | 20,53 | 2 532 | 20,41 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 7 087 | 11,24 | 1 444 | 10,65 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 1 260 | 257 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 14 210 | 3,61 | 3 | 0,00 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 3 344 | 3,98 | 682 | 3,50 | ||||
| 2026-05-11 | 13F | Expressive Wealth LLC | 8 456 | 6,88 | 1 836 | 13,33 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 2 859 | 0,14 | 583 | -0,34 | ||||
| 2026-05-11 | 13F | Camden Capital, LLC | 3 841 | 0,47 | 783 | -0,13 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 11 806 | 22,93 | 2 406 | 22,27 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 7 753 | 7,31 | 1 579 | 6,69 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 8 726 | 53,57 | 1 778 | 52,88 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 154 | 31 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 2 489 | 507 | ||||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 307 | 0,66 | 63 | 0,00 | ||||
| 2026-04-17 | 13F | Aspire Growth Partners LLC | 54 386 | 13,41 | 11 083 | 12,82 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 43 748 | 0,46 | 8 916 | -0,06 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 7 756 | 58,38 | 1 581 | 57,53 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 17 165 | 736,50 | 3 498 | 732,86 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 45 499 | 1,71 | 9 272 | 1,18 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 2 261 | 461 | ||||||
| 2026-05-08 | 13F | Wall Street Access Asset Management, LLC | 213 | 40 | ||||||
| 2026-04-21 | 13F | Ramiah Investment Group | 25 895 | 5,49 | 5 277 | 4,95 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 22 977 | 3,42 | 4 682 | 2,88 | ||||
| 2026-04-30 | 13F | Conning Inc. | 60 477 | 11,17 | 12 325 | 10,60 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 2 375 | 36,18 | 484 | 35,29 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 2 579 | 2,06 | 526 | |||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 2 656 | 9,62 | 541 | 9,07 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 13 415 | 2 734 | ||||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 2 553 | 25,58 | 520 | 25,00 | ||||
| 2026-05-13 | 13F | Lowery Thomas, Llc | 6 118 | 0,46 | 1 247 | -0,08 | ||||
| 2026-05-08 | 13F | HFG Advisors, Inc. | 13 211 | 2,40 | 2 692 | 1,89 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 6 835 | 8,73 | 1 393 | 8,16 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 5 414 | 0,45 | 1 103 | -0,09 | ||||
| 2026-04-15 | 13F | Verum Partners LLC | 4 472 | 0,49 | 911 | 0,00 | ||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 2 428 | 3,50 | 495 | 2,92 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 13 416 | 2,07 | 2 735 | 1,52 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 5 083 | 0,12 | 1 035 | -1,24 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 2 673 | 14,33 | 545 | 13,81 | ||||
| 2026-04-21 | 13F | Encompass Wealth Advisors, Llc | 15 653 | 0,64 | 3 190 | 0,09 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 9 661 | 1 969 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 42 536 | 7,50 | 8 668 | 6,95 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 10 488 | 2 | ||||||
| 2026-05-07 | 13F | Santori & Peters, Inc. | 4 695 | 0,02 | 957 | -0,52 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 24 | 5 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 4 359 | 888 | ||||||
| 2026-05-12 | 13F | Centric Wealth Management | 1 544 | 0,92 | 331 | 2,48 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 34 502 | 12,80 | 7 031 | 12,21 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 697 | 0,29 | 142 | -0,70 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 2 172 | 13,01 | 443 | 12,47 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 6 662 | 44,23 | 1 358 | 43,45 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 1 | 0 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 438 054 | 20,37 | 89 271 | 19,74 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 15 819 | 2,32 | 3 224 | 1,77 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 1 693 | 11,09 | 345 | 10,58 | ||||
| 2026-04-30 | 13F | Shakespeare Wealth Management, Inc. | 281 973 | 2,86 | 57 463 | 2,33 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 2 800 | 119,95 | 571 | 119,23 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 6 080 | 49,86 | 1 239 | 49,10 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 1 897 | 387 | ||||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 6 117 | 0,02 | 1 247 | -0,56 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 4 820 | 982 | ||||||
| 2026-04-20 | 13F | First Bancorp, Inc /ME/ | 18 089 | 3,38 | 3 686 | 2,85 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 217 | -4,82 | ||||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 9 367 | 1 909 | ||||||
| 2026-04-24 | 13F | Innova Wealth Partners | 6 241 | 24,25 | 1 272 | 23,64 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 1 829 | 0,49 | 373 | 0,00 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 9 433 | 0,02 | 1 922 | -0,52 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 41 142 | 2,11 | 8 384 | 1,59 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 12 700 | 2 588 | |||||
| 2026-05-07 | 13F | Insight 2811, Inc. | 14 754 | 3,83 | 3 007 | 3,30 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 5 | 1 | ||||||
| 2026-05-06 | 13F | Zhang Financial LLC | 107 875 | 4,31 | 21 984 | 3,77 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 17 689 | 1,20 | 3 605 | 0,67 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 19 | 4 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 3 580 | 32,20 | 730 | 31,59 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 7 849 | 19,72 | 1 600 | 19,15 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 7 518 | 0,08 | 1 532 | -0,39 | ||||
| 2026-05-11 | 13F | A4 Wealth Advisors LLC | 1 731 | 1,05 | 353 | 0,57 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 1 043 | 2,05 | 212 | 1,44 | ||||
| 2026-04-15 | 13F | Stordahl Capital Management, Inc. | 245 421 | 2,82 | 50 014 | 2,29 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 557 | 114 | ||||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 100 | 20 | ||||||
| 2026-04-24 | 13F | Verus Wealth Management, Llc | 3 558 | 0,76 | 725 | 0,28 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 5 948 | 6,92 | 1 212 | 6,41 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 514 433 | 1,37 | 104 836 | 0,85 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 200 | 41 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 33 901 | 118,80 | 6 909 | 117,71 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 6 167 | 21,02 | 1 257 | 20,42 | ||||
| 2026-04-17 | 13F | Old North State Wealth Management, LLC | 1 182 | 1,55 | 241 | 1,26 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 2 | 0 | ||||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 46 958 | 1,77 | 9 569 | 1,24 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 1 000 | 204 | ||||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 2 | 0 | ||||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 3 241 | 3,98 | 660 | 3,45 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 1 346 | 0,45 | 274 | 0,00 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 411 | 0,49 | 84 | 0,00 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 110 | 22 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 16 070 | 3 275 | ||||||
| 2026-04-21 | 13F | Delta Wealth Advisors LLC | 22 482 | 759,08 | 4 582 | 754,66 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 2 495 | 508 | ||||||
| 2026-04-24 | 13F | Kropog Financial Group, LLC | 2 916 | 0,28 | 594 | -0,17 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 1 135 | 2,81 | 231 | 2,21 | ||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 26 | 5 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 20 612 | 4 201 | ||||||
| 2026-04-28 | 13F | Oxler Private Wealth LLC | 1 941 | 0,47 | 396 | 0,00 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 167 | 11,33 | 34 | 13,33 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 5 228 | 2 741,30 | 1 065 | 2 778,38 | ||||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 1 798 | 0,45 | 366 | 0,00 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 6 311 | 4,09 | 1 286 | 0,23 | ||||
| 2026-04-09 | 13F | Shulman DeMeo Asset Management LLC | 2 448 | 4,48 | 499 | 3,97 | ||||
| 2026-05-07 | 13F | Tull Financial Group, Inc. | 1 335 | 6,21 | 272 | 5,84 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 985 | 202 | ||||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 31 392 | 0,00 | 6 397 | -0,51 | ||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 1 522 | 0,13 | 310 | -0,32 | ||||
| 2026-05-12 | 13F | Avant Capital LLC | 25 721 | 0,28 | 5 242 | -0,25 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 30 561 | 0,78 | 6 228 | 0,26 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 2 770 | 564 | ||||||
| 2026-04-29 | 13F | Warner Group LLC | 1 650 | 33,39 | 336 | 32,81 | ||||
| 2026-05-04 | 13F | Rps Advisory Solutions Llc | 5 000 | 0,18 | 1 019 | -0,39 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 1 098 | 224 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 67 511 | 6,91 | 13 758 | 6,36 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 236 | 0,43 | 0 | |||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 6 989 | 4,25 | 1 | 0,00 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 13 118 | 37,02 | 2 673 | 36,31 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 592 977 | 0,11 | 120 843 | -0,41 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 28 400 | 215,56 | 5 788 | 214,00 | |||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 1 393 | 0,22 | 284 | -0,35 | ||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 2 341 | 0,09 | 477 | -0,21 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 1 636 | 333 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 77 029 | 2,00 | 15 698 | 1,47 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 85 908 | 17 507 | ||||||
| 2026-05-08 | 13F | Minot DeBlois Advisors LLC | 555 | 113 | ||||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 6 855 | 13,95 | 1 397 | 13,31 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 22 | 5 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 46 024 | 3,45 | 9 378 | 2,89 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 5 503 | 115,04 | 1 121 | 113,93 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 5 386 | 11,37 | 1 098 | 10,81 | ||||
| 2026-05-07 | 13F | Grant Street Asset Management, Inc. | 152 483 | 2,71 | 31 075 | 2,17 |
