Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF, to m.in Principal Financial Group Inc, Vertrix Wealth Management, LLC, Morris Retirement Advisors, LLC, Sagace Wealth Management LLC, Q3 Asset Management, Moulton Wealth Management, Inc, Heritage Family Offices, LLP, Sidoxia Capital Management, LLC, Stark Wealth Management LLC, Arrowroot Family Office, LLC, Ascent Wealth Partners, LLC, TSG Advice Partners, LLC, Integrity Alliance, Llc., Savvy Advisors, Inc., Aprio Wealth Management, LLC, West Michigan Advisors, Llc, First Growth Capital LLC, Joule Financial, LLC, HBW Advisory Services LLC, i Chapin Davis, Inc. .
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 | Creekside Partners | 9 890 | 0,85 | 650 | -1,82 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 1 815 | 119 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 9 887 | 649 | ||||||
| 2026-04-14 | 13F | Pictet North America Advisors SA | 5 812 | 8,64 | 382 | 5,83 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 33 711 | 3,95 | 2 215 | 1,28 | ||||
| 2026-05-04 | 13F | RAM Investment Partners, LLC | 6 887 | 14,80 | 452 | 11,88 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 45 467 | 2,99 | 3 069 | 3,13 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 87 315 | 328,27 | 5 736 | 317,39 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 5 500 | 361 | |||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 5 701 | 7,22 | 374 | 4,47 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 31 094 | 250,63 | 2 043 | 242,04 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 22 | 1 | ||||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 57 | 4 | ||||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 148 | 23,33 | 10 | 12,50 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 2 202 | 190,89 | 145 | 182,35 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 420 | 28 | ||||||
| 2026-05-06 | 13F | Ascent Wealth Partners, LLC | 10 091 | 663 | ||||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 4 755 | 0,02 | 310 | -3,44 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 7 038 | 462 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 432 297 | 12,80 | 28 398 | 9,89 | ||||
| 2026-05-08 | 13F | Asset Management One Co., Ltd. | 73 190 | 4,05 | 4 808 | 1,03 | ||||
| 2026-05-08 | 13F | Alps Advisors Inc | 25 885 | 11,17 | 1 700 | 8,28 | ||||
| 2026-05-01 | 13F | HFM Investment Advisors, LLC | 125 | 104,92 | 8 | 100,00 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 84 730 | 0,58 | 5 566 | -2,02 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 26 | 2 | ||||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 394 | 26 | ||||||
| 2026-04-15 | 13F | Iams Wealth Management, Llc | 52 952 | 6,07 | 3 479 | 3,33 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 414 396 | 7,21 | 27 222 | 4,44 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 1 675 300 | 28,53 | 110 050 | 25,21 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 265 199 | 20,43 | 17 421 | 17,32 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 6 436 | 423 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 15 875 | 1 943,11 | 1 070 | 1 998,04 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 17 387 | 1,49 | 1 141 | -1,30 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 938 | 3,53 | 62 | 0,00 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 3 800 | 14,77 | 250 | 11,66 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 2 931 145 | 33,34 | 192 547 | 29,90 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 121 678 | 52,78 | 8 122 | 51,39 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 54 109 | 0,39 | 3 649 | 1,19 | ||||
| 2026-05-08 | 13F | NewSquare Capital LLC | 42 344 | 77,51 | 2 782 | 72,95 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 960 | 0,84 | 63 | -3,12 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 72 782 | 26,67 | 4 781 | 23,41 | ||||
| 2026-04-20 | 13F | City State Bank | 127 304 | 11,91 | 8 363 | 9,02 | ||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 1 070 110 | 70 295 | ||||||
| 2026-05-07 | 13F | Tidemark, LLC | 14 | 1 | ||||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 179 169 | 63,29 | 11 770 | 59,08 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 6 321 | 415 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 49 504 | 24,81 | 3 253 | 21,61 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 77 | 0 | ||||||
| 2026-05-13 | 13F | Mach-1 Financial Group, Inc. | 3 493 | 0,09 | 230 | -2,55 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 159 837 | 6,83 | 10 500 | 4,07 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 13 232 | 5,46 | 869 | 3,58 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 6 370 | 25,00 | 418 | 21,57 | ||||
| 2026-05-11 | 13F | Chilton Capital Management Llc | 126 | 8 | ||||||
| 2026-04-14 | 13F | Joule Financial, LLC | 3 844 | 253 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 9 629 | 111,86 | 632 | 106,54 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 7 999 | 19,84 | 525 | 16,67 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 20 337 | 7,14 | 1 | 0,00 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 7 986 | 51,42 | 525 | 47,61 | ||||
| 2026-05-15 | 13F | Larch Capital Partners Llc | 94 657 | 0,06 | 6 218 | -2,51 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 2 | 0 | ||||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 269 | 18 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 3 328 | 148,17 | 218 | 142,22 | ||||
| 2026-05-04 | 13F | First Growth Capital LLC | 4 199 | 275 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 2 451 | 1,28 | 161 | -1,23 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 9 504 | 12,04 | 624 | 9,09 | ||||
| 2026-05-14 | 13F | SWAN Capital LLC | 140 836 | 45,07 | 9 252 | 41,32 | ||||
| 2026-05-12 | 13F | Planwiser Financial, Llc | 65 700 | 72,94 | 4 419 | 72,17 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 779 518 | 30,68 | 50 669 | 25,97 | ||||
| 2026-04-29 | 13F | Nilsine Partners, LLC | 87 891 | 7,97 | 5 895 | 7,40 | ||||
| 2026-05-14 | 13F | North Ridge Wealth Advisors, Inc. | 130 388 | 0,68 | 8 565 | -1,91 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 873 | 166,97 | 57 | 159,09 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 47 986 | 7,75 | 3 152 | 4,96 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 7 728 | 3,48 | 506 | 1,00 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 19 481 | 45 204,65 | 1 280 | 63 850,00 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 19 190 | 1,17 | 1 261 | -1,49 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 6 | 0 | ||||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 1 726 | 0,35 | 113 | -1,74 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 1 052 328 | 75,68 | 69 129 | 71,15 | ||||
| 2026-04-22 | 13F | Morris Retirement Advisors, LLC | 85 019 | 5 585 | ||||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 1 331 | 87 | ||||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 9 029 | 131,87 | 593 | 126,34 | ||||
| 2026-04-29 | 13F | Downshift Financial, LLC | 4 364 | 1,25 | 292 | 0,34 | ||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 7 274 | 2,16 | 478 | -0,62 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 406 477 | 3,28 | 26 701 | 0,61 | ||||
| 2026-02-17 | 13F | Stark Wealth Management LLC | 16 290 | 1 029 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 3 210 | 49,44 | 211 | 45,83 | ||||
| 2026-04-24 | 13F | TSG Advice Partners, LLC | 7 799 | 512 | ||||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 69 | 5 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 47 929 | 8,61 | 3 148 | 5,82 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 3 189 423 | 2,18 | 209 514 | -0,46 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 10 859 | 14,98 | 713 | 12,11 | ||||
| 2026-04-07 | 13F | Eastern Bank | 131 | 9 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 16 574 | 92,72 | 1 089 | 87,91 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 977 829 | 4,49 | 64 234 | 1,79 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 36 | 2 | ||||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 760 | 50 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 15 254 | 0,12 | 1 002 | -2,43 | ||||
| 2026-05-11 | 13F | Commerce Bank | 3 147 | 207 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 144 727 | 40,34 | 10 | 50,00 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 4 237 | 278 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 69 698 | 94,67 | 4 578 | 89,64 | ||||
| 2026-05-15 | 13F | State Street Corp | 50 425 | 39,39 | 3 312 | 35,79 | ||||
| 2026-05-15 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 14 679 | 3,14 | 964 | 0,52 | ||||
| 2026-04-27 | 13F | Marotta Asset Management | 246 454 | 1,77 | 16 167 | -0,99 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1 190 | 78 | ||||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 15 164 | 4,51 | 996 | 1,84 | ||||
| 2026-04-03 | 13F | Ridgewood Investments LLC | 17 169 | 93,15 | 1 128 | 89,73 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 48 329 | 86,78 | 3 175 | 82,00 | ||||
| 2026-01-30 | 13F | First Citizens Investor Services, Inc. | 3 958 | 19,50 | 267 | 20,36 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 28 836 | 2,99 | 1 894 | 0,32 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 21 743 | 3,38 | 1 428 | 0,71 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 3 897 233 | 3,76 | 262 782 | 4,58 | ||||
| 2026-05-05 | 13F | UBS Group AG | 780 979 | 7,67 | 51 303 | 4,89 | ||||
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 16 624 | 6,96 | 1 092 | 4,30 | ||||
| 2026-05-07 | 13F | BlueStem Wealth Partners, LLC | 251 203 | 40,98 | 16 502 | 37,34 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 324 243 | 291,38 | 21 235 | 280,27 | ||||
| 2026-04-28 | 13F | Harbor Capital Advisors, Inc. | 10 125 | 10,01 | 1 | |||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 22 130 | 38,36 | 1 454 | 34,79 | ||||
| 2026-05-12 | 13F | Creative Planning | 1 748 235 | 21 044,59 | 114 842 | 20 517,77 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 3 552 | 9,12 | 233 | 6,39 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 154 | 10 | ||||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 18 979 | 1 247 | ||||||
| 2026-04-23 | 13F | Scissortail Wealth Management, LLC | 61 308 | 11,13 | 4 027 | 8,25 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 1 193 | 0,93 | 78 | -1,27 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 3 704 | 243 | ||||||
| 2026-04-27 | 13F | Tsfg, Llc | 637 | 1,11 | 0 | |||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 12 973 | 0,89 | 852 | -1,73 | ||||
| 2026-04-24 | 13F | Vertrix Wealth Management, LLC | 125 574 | 8 249 | ||||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 42 319 | 5,15 | 2 780 | 2,43 | ||||
| 2026-05-11 | 13F | Condor Capital Management | 7 697 | 108,20 | 506 | 102,81 | ||||
| 2026-05-15 | 13F | Bridgeway Capital Management Inc | 3 681 | 0,99 | 242 | -1,63 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 13 339 | 5,39 | 876 | 2,70 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 380 | 25 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 1 744 | 13,62 | 115 | 10,68 | ||||
| 2026-05-04 | 13F | Nwam Llc | 38 731 | 6,02 | 2 544 | 2,95 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 45 542 | 7,85 | 2 992 | 5,06 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 7 503 | 122,84 | 493 | 116,74 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 63 843 | 9,95 | 4 194 | 7,10 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 5 067 | 15,66 | 333 | 12,54 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 37 | 2 | ||||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 3 292 | 216 | ||||||
| 2026-05-15 | 13F | Note Advisors, LLC | 10 623 | 2,27 | 698 | -0,57 | ||||
| 2026-04-29 | 13F | Brighton Securities Corp. | 32 725 | 49,10 | 2 150 | 45,30 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 32 277 | 80,28 | 2 120 | 75,64 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 2 374 | 98,33 | 156 | 93,75 | ||||
| 2026-04-20 | 13F | Echo45 Advisors LLC | 51 920 | 3,65 | 3 411 | 0,98 | ||||
| 2026-04-10 | 13F | Integris Wealth Management, LLC | 3 070 | 202 | ||||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 58 693 | 43,99 | 4 | 50,00 | ||||
| 2026-04-08 | 13F | Seed Wealth Management, Inc. | 13 290 | 1,30 | 873 | -1,24 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 16 497 | 3,15 | 1 084 | 0,46 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 11 716 | 26,30 | 770 | 23,04 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 6 | 0 | ||||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 42 | 3 | ||||||
| 2026-04-27 | 13F | GenTrust, LLC | 84 867 | 61,69 | 5 575 | 57,50 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 4 987 | 328 | ||||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 560 | 31,15 | 37 | 28,57 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 875 | 57 | ||||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 1 | 0 | ||||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 40 942 | 0,99 | 2 690 | -1,61 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 8 883 | 1 | ||||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 7 893 | 10,44 | 518 | 7,69 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 3 570 | 235 | ||||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 2 641 | 204,97 | 173 | 198,28 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 296 | -2,64 | ||||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 227 746 | 33,82 | 14 961 | 30,37 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 55 054 | 12,86 | 3 616 | 9,94 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 12 723 | 6,92 | 836 | 4,11 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 5 514 | 362 | ||||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 22 251 | 1 462 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 67 435 | 11,91 | 4 434 | 9,13 | ||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 4 488 | 295 | ||||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 1 | 0 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 10 441 | 7,58 | 686 | 4,74 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 7 795 | 21,99 | 512 | 19,91 | ||||
| 2026-05-05 | 13F | Ackerman Capital Advisors, LLC | 6 073 | 0,48 | 399 | -2,21 | ||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 127 287 | 116,87 | 8 361 | 111,30 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 3 452 | 227 | ||||||
| 2026-05-06 | 13F | Main Street Group, LTD | 118 | 8 | ||||||
| 2026-05-15 | 13F | JT Stratford LLC | 19 870 | 11,51 | 1 305 | 8,66 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 15 | |||||||
| 2026-05-08 | 13F | SHP Wealth Management | 11 | 1 | ||||||
| 2026-04-13 | 13F | Trust Co | 278 335 | 4,50 | 18 284 | 1,80 | ||||
| 2026-04-24 | 13F | Verus Wealth Management, Llc | 24 542 | 1,75 | 1 612 | -0,86 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 12 000 | 788 | ||||||
| 2026-04-28 | 13F | Q3 Asset Management | 33 768 | 2 | ||||||
| 2026-05-12 | 13F | Invesco Ltd. | 9 911 | 0,58 | 651 | -1,96 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 3 755 | 0,27 | 253 | 1,20 | ||||
| 2026-05-12 | 13F | Hilltop Partners LLC | 139 073 | 4,19 | 9 136 | 1,50 | ||||
| 2026-04-20 | 13F | Keudell/Morrison Wealth Management | 362 872 | 23,63 | 23 837 | 20,44 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 937 | 62 | ||||||
| 2026-04-15 | 13F | Trust Point Inc. | 9 240 | 1,81 | 607 | -0,82 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 460 382 | 18,47 | 30 243 | 15,41 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 63 860 | 2,04 | 4 195 | -0,62 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 3 902 | 2,60 | 256 | -0,39 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 39 420 | 56,63 | 2 589 | 52,56 | ||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 125 219 | 41,27 | 8 226 | 37,63 | ||||
| 2026-04-24 | 13F | DeLarme Wealth Management, Inc. | 43 707 | 17,89 | 2 871 | 14,89 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 171 947 | 40,27 | 11 295 | 36,66 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 24 654 | 59,11 | 1 606 | 53,44 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 98 089 | 9,44 | 6 443 | 6,62 | ||||
| 2026-04-15 | 13F | Elevatus Welath Management | 5 664 | 0,02 | 372 | -2,36 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 3 | 0 | ||||||
| 2026-05-11 | 13F | Seeds Investor Llc | 73 062 | 120,74 | 4 919 | 120,44 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 359 | 24 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 510 997 | 8,60 | 33 567 | 5,80 | ||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 23 503 | 2,72 | 1 585 | 3,53 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 5 351 | 140,71 | 352 | 135,57 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 6 | 0 | ||||||
| 2026-05-15 | 13F | Ameraudi Asset Management, Inc. | 96 521 | 2,79 | 6 340 | 0,14 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 40 690 | 13,62 | 2 673 | 10,69 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 3 626 | 0,83 | 238 | -1,65 | ||||
| 2026-05-15 | 13F/A | Arrowroot Family Office, LLC | 14 702 | 966 | ||||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 200 | 13 | ||||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 22 512 | 0,17 | 1 479 | -2,44 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 406 173 | 0,42 | 26 685 | -2,17 | ||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 107 410 | 133,44 | 7 243 | 135,67 | ||||
| 2026-04-08 | 13F | Gladwyn Financial Advisors, Inc. | 37 262 | 1,13 | 2 448 | -1,49 | ||||
| 2026-05-05 | 13F | Aventura Private Wealth, LLC | 114 | 7 | ||||||
| 2026-05-14 | 13F | StoneX Group Inc. | 28 320 | 1 860 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 22 140 | 1,30 | 1 454 | -1,29 | ||||
| 2026-05-08 | 13F | Strategic Financial Services, Inc, | 224 112 | 1,48 | 14 722 | -1,36 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 16 683 | 7,13 | 1 096 | 4,29 | ||||
| 2026-05-12 | 13F | Marion Wealth Management | 200 783 | 0,33 | 13 189 | -2,68 | ||||
| 2026-05-14 | 13F | L2 Asset Management, LLC | 200 901 | 103,93 | 13 197 | 98,69 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 8 979 | 0,82 | 590 | -1,83 | ||||
| 2026-04-28 | 13F | K2 Financial Inc. | 28 717 | 4,68 | 1 933 | 4,72 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 2 116 549 | 24,74 | 139 036 | 21,52 | ||||
| 2026-04-29 | 13F | Sagace Wealth Management LLC | 35 680 | 2 344 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 273 929 | 25,54 | 17 994 | 22,30 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 68 363 | 4 491 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 175 | 15,13 | 11 | 10,00 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 223 444 | 3,30 | 14 678 | 0,64 | ||||
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 18 645 | 7,36 | 1 225 | 4,53 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 162 134 | 16,76 | 10 651 | 13,75 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 40 932 | 1 545,84 | 2 689 | 1 509,58 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 53 628 | 5,23 | 3 523 | 2,50 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 142 332 | 11,80 | 9 350 | 8,91 | ||||
| 2026-05-07 | 13F | Regimen Wealth, Llc | 331 670 | 43,96 | 21 787 | 40,24 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 41 496 | 71 444,83 | 2 726 | 90 733,33 | ||||
| 2026-05-13 | 13F | Balanced Rock Investment Advisor | 34 901 | 3,28 | 2 293 | 0,61 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 85 414 | 7,28 | 5 611 | 4,51 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 30 435 | 227,58 | 1 999 | 219,33 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 183 650 | 98,36 | 12 064 | 93,22 | ||||
| 2026-04-21 | 13F | Yoffe Investment Management, LLC | 17 022 | 0,09 | 1 118 | -2,44 | ||||
| 2026-04-22 | 13F | Rainey & Randall Investment Management Inc. | 59 102 | 19,01 | 3 882 | 15,95 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 62 | 4 | ||||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 69 557 | 3,02 | 4 571 | 0,42 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 1 000 | 66 | ||||||
| 2026-05-14 | 13F | Roehl & Yi Investment Advisors, LLC | 22 725 | 86,85 | 23 | 83,33 | ||||
| 2026-04-22 | 13F | Motco | 169 | 11 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1 351 243 | 7,27 | 88 763 | 4,50 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 6 869 | 451 | ||||||
| 2026-04-08 | 13F | Moulton Wealth Management, Inc | 25 987 | 1 707 | ||||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 2 822 | 0,82 | 185 | -1,60 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 3 847 | 11,60 | 253 | 8,62 | ||||
| 2026-01-29 | 13F | Comerica Bank | 41 357 | 9,67 | 2 789 | 10,55 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 3 680 | 242 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 5 700 214 | 22,33 | 374 | 19,11 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 80 | 5 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 3 503 | 1 763,30 | 230 | 1 808,33 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 70 882 | 10,19 | 4 656 | 7,36 | ||||
| 2026-05-01 | 13F | Financial Alternatives, Inc | 243 429 | 10,15 | 15 991 | 7,31 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 151 061 | 8,48 | 9 923 | 5,69 | ||||
| 2026-05-12 | 13F | Bnp Paribas | 26 306 | 15,80 | 1 728 | 12,87 | ||||
| 2026-05-07 | 13F | Summit Global Investments | 8 149 | 0,82 | 1 | |||||
| 2026-05-06 | 13F | Kitching Partners, Llc | 81 776 | 0,63 | 5 372 | -1,97 | ||||
| 2026-05-13 | 13F | Dynamic Wealth Strategies, LLC | 8 422 | 9,16 | 553 | 6,35 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 16 721 | 19,27 | 1 098 | 16,19 | ||||
| 2026-04-22 | 13F | Hurlow Wealth Management Group, Inc. | 182 154 | 8,50 | 11 966 | 5,70 | ||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 47 679 | 1,54 | 3 132 | -1,07 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 249 | 1 145,00 | 16 | 1 500,00 | ||||
| 2026-05-11 | 13F | Sidoxia Capital Management, LLC | 16 598 | 1 090 | ||||||
| 2026-04-22 | 13F | Brandywine Asset Management, Inc. | 7 774 | 0,97 | 511 | -1,35 |
