AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF – Własność instytucjonalna – Sprzedawcy

American Century ETF Trust - Avantis U.S. Small Cap Value ETF
US ˙ ARCA ˙ US0250728773

Własność instytucjonalna i funduszowa – Sprzedający

Na tej stronie znajdują się instytucje, fundusze i głównych akcjonariuszy, którzy zmniejszyli swoje udziały lub zamknęli swoje pozycje w ostatnim okresie sprawozdawczym. Czerwone rzędy wskazują pozycje zamknięte. Kliknij 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
(%)
2026-04-17 13F Vermillion Wealth Management, Inc. 54 -14,29 6 -16,67
2026-05-14 13F Modern Wealth Management, LLC 168 454 -13,41 18 643 -6,03
2026-02-11 13F TruNorth Capital Management, LLC 0 -100,00 0
2026-05-12 13F Stokes Family Office, LLC 96 802 -8,50 10 694 -0,88
2026-05-04 13F Integrity Wealth Solutions LLC 84 041 -1,20 9 284 7,02
2026-05-15 13F Intelligence Driven Advisers, LLC 101 434 -25,08 11 205 -18,84
2026-04-21 13F Oak Wealth Advisors LLC 77 733 -0,25 8 587 8,07
2026-04-09 13F Whitaker-Myers Wealth Managers, LTD. 6 065 -5,40 670 2,60
2026-04-09 13F Sculati Wealth Management, LLC 32 546 -0,38 3 595 7,93
2026-05-14 13F Marshall Wace, Llp 0 -100,00 0
2026-05-14 13F Cowa, Llc 226 570 -0,99 25 029 8,26
2026-05-15 13F Ancora Advisors, LLC 108 968 -0,55 12 038 7,73
2026-05-15 13F Two Sigma Investments, Lp 0 -100,00 0
2026-04-24 13F SOL Capital Management CO 0 -100,00 0
2026-05-29 13F Asset Dedication, LLC 21 412 -5,37 2 365 2,51
2026-05-11 13F Convergence Financial, LLC 4 075 -58,38 450 -54,91
2026-05-13 13F Alliance Wealth Advisors, LLC 106 175 -0,33 11 729 7,97
2026-04-20 13F Peirce Capital Management, LLC 37 536 -9,44 4 147 -1,89
2026-05-04 13F Optima Capital Llc 0 -100,00 0
2026-05-04 13F NWF Advisory Services Inc. 5 293 -4,18 585 3,73
2026-05-13 13F Capital Wealth Alliance, LLC 8 612 -0,24 951 -4,33
2026-04-20 13F Emprise Bank 31 852 -1,23 3 519 7,00
2026-02-11 13F Parallel Advisors, LLC 4 586 -11,21 468 -9,14
2026-04-28 13F Intelligent Financial Strategies 2 239 -64,92 247 -62,00
2026-05-14 13F Gladstone Institutional Advisory LLC 44 064 -3,75 4 868 4,26
2026-05-01 13F Sachetta, LLC 15 476 -2,21 1 710 5,95
2026-02-17 13F Cambria Investment Management, L.P. 0 -100,00 0
2026-04-15 13F Arlington Financial Advisors, LLC 154 197 -1,84 17 034 6,34
2026-04-30 13F Independence Bank of Kentucky 17 871 -13,73 1 974 -6,53
2026-04-16 13F Henrickson Nauta Wealth Advisors, Inc. 103 367 -50,44 11 419 -48,42
2026-04-22 13F Pasadena Private Wealth, LLC 25 866 -4,76 2 857 3,18
2026-04-20 13F Tranquility Partners, LLC 26 563 -2,00 2 878 4,09
2026-05-01 13F Slagle Financial, LLC 6 154 -4,54 680 3,35
2026-02-17 13F Running Point Capital Advisors, LLC 63 805 -17,60 6 507 -15,58
2026-04-07 13F Cooper Financial Group 79 738 -0,43 8 809 7,86
2026-05-04 13F Chicago Partners Investment Group LLC 217 672 -0,85 25 722 7,99
2026-04-10 13F Eagle Wealth Strategies Llc 266 876 -1,53 29 482 6,66
2026-04-21 13F Magnolia Private Wealth, LLC 3 349 -9,51 370 -2,12
2026-05-11 13F Financial Symmetry Inc 5 122 -4,80 615 12,23
2026-02-12 13F Commonwealth Equity Services, Llc 900 720 -9,46 91 855 92 682,83
2026-04-16 13F Annex Advisory Services, LLC 9 174 -7,64 1 013 0,00
2026-05-15 13F/A EverSource Wealth Advisors, LLC 8 695 -25,85 961 -19,67
2026-04-10 13F Lifestyle Asset Management, Inc. 0 -100,00 0
2026-01-22 13F Premier Path Wealth Partners, LLC 35 109 -6,56 3 580 -4,25
2026-04-13 13F Bannerman Wealth Management Group, Llc 4 159 -2,60 459 5,52
2026-05-15 13F Point72 Asset Management, L.P. Call 7 800 -8,24 862 -0,58
2026-05-05 13F Correct Capital Wealth Management 217 059 -1,82 23 978 6,35
2026-04-09 13F Stewardship Concepts Financial Services Llc 3 700 -0,11 409 8,22
2026-06-03 13F DBK Financial Counsel, LLC 38 948 -0,73 4 303 7,52
2026-04-23 13F Harbour Investment Management Llc 8 921 -8,61 986 -1,01
2026-04-21 13F Sherrill & Hutchins Financial Advisory, Inc 306 117 -2,00 33 817 6,16
2026-04-27 13F Transcendent Capital Group LLC 13 921 -0,34 1 538 7,94
2026-05-08 13F Camelot Portfolios, LLC 0 -100,00 0
2026-05-11 13F Salomon & Ludwin, LLC 86 -4,44 10 0,00
2026-05-12 13F Benjamin Edwards Inc 15 632 -6,03 1 727 1,77
2026-04-14 13F XY Planning Network, Inc. 22 937 -3,90 2 538 4,27
2026-05-01 13F Midwest Trust Co 0 -100,00 0
2026-04-23 13F BLVD Private Wealth, LLC 1 952 -7,18 216 0,47
2026-05-15 13F Widmann Financial Services, Inc. 77 711 -1,83 8 585 6,34
2026-04-21 13F Armbruster Capital Management, Inc. 20 568 -0,37 2 272 7,93
2026-04-24 13F Stegent Equity Advisors, Inc. 26 375 -11,27 2 914 -3,89
2026-04-27 13F Apeiron RIA LLC 137 232 -3,30 15 160 -3,54
2026-05-15 13F Cape Investment Advisory, Inc. 0 -100,00 0
2026-04-15 13F Fortitude Family Office, LLC 21 026 -1,28 2 323 6,91
2026-04-22 13F Onyx Bridge Wealth Group LLC 33 108 -63,80 3 657 -60,79
2026-05-01 13F Seaside Wealth Management, Inc. 14 210 -0,21 1 570 8,06
2026-04-17 13F Kaufman Rossin Wealth, LLC 13 402 -1,92 1 481 6,25
2026-04-23 13F Conscious Wealth Investments, Llc 0 -100,00 0
2026-02-13 13F LGT Financial Advisors LLC 0 -100,00 0
2026-05-29 13F Keel Point, LLC 5 458 -5,83 603 1,86
2026-04-20 13F Longview Financial Advisors, Inc. 11 849 -0,03 1 309 8,36
2026-05-04 13F Paragon Advisors, LLC 27 083 -3,09 2 992 4,98
2026-05-08 13F SHP Wealth Management 2 049 -18,30 226 -11,37
2026-04-20 13F Apella Capital, LLC 148 555 -4,88 17 458 9,62
2026-05-13 13F First Citizens Bank & Trust Co 410 476 -9,40 45 345 -1,86
2026-05-07 13F MONECO Advisors, LLC 85 114 -5,98 9 403 1,84
2026-05-15 13F Susquehanna International Group, Llp 9 027 -11,97 997 -4,59
2026-04-17 13F Morris Financial Concepts, Inc. 197 -24,52 22 -19,23
2026-04-20 13F Dopkins Wealth Management, Llc 35 186 -7,51 3 887 0,21
2026-05-14 13F Trace Wealth Advisors, LLC 81 304 -2,18 8 982 5,96
2026-04-24 13F Squire Investment Management Company, LLC 23 279 -5,82 2 572 2,02
2026-04-30 13F Acorn Wealth Advisors, LLC 4 686 -0,68 518 7,48
2026-04-17 13F Krilogy Financial LLC 562 877 -1,72 65 130 4,82
2026-04-09 13F Freestate Advisors LLC 63 018 -0,55 6 962 7,72
2026-01-07 13F Orgel Wealth Management, LLC 0 -100,00 0
2026-04-29 13F Navalign, LLC 79 709 -1,12 8 805 7,12
2026-06-03 13F CoreFirst Bank & Trust 54 112 -2,49 5 978 5,62
2026-04-15 13F Fifth Third Securities, Inc. 34 083 -10,48 3 765 -3,01
2026-04-29 13F Global Strategic Investment Solutions, LLC 75 244 -2,57 8 312 5,55
2026-04-10 13F Insight Wealth Strategies, LLC 124 387 -0,31 13 741 7,99
2026-04-13 13F CGC Financial Services, LLC 10 802 -35,23 1 193 -29,82
2026-04-24 13F Family Investment Center, Inc. 131 416 -23,50 14 518 -17,13
2026-05-07 13F Beta Wealth Group, Inc. 96 364 -2,34 10 645 5,79
2026-05-14 13F Vivaldi Capital Management, LLC 16 602 -0,92 1 834 7,38
2026-04-23 13F Forum Financial Management, LP 13 511 -0,06 1 493 8,27
2026-04-10 13F IAM Advisory, LLC 75 848 -1,29 8 379 6,92
2026-05-07 13F Facet Wealth, Inc. 7 468 -2,28 825 -0,36
2026-02-06 13F Fortis Group Advisors, LLC 0 -100,00 0
2026-04-24 13F KPP Advisory Services LLC 76 462 -3,90 8 447 4,09
2026-02-11 13F SOUTH STATE Corp 0 -100,00 0
2026-05-11 13F Great Valley Advisor Group, Inc. 24 720 -8,86 2 730 -1,30
2026-05-07 13F Dakota Wealth Management 106 601 -11,26 11 776 -3,87
2026-01-15 13F My Personal CFO, LLC 0 -100,00 0
2026-02-04 13F Drive Wealth Management, Llc 0 -100,00 0
2026-05-15 13F Citadel Advisors Llc 7 946 -19,15 878 -12,48
2026-04-22 13F Stone Point Wealth LLC 43 741 -1,49 4 832 6,71
2026-05-08 13F Prime Capital Investment Advisors, LLC 439 214 -39,63 48 520 -34,60
2026-04-17 13F Fifth Third Wealth Advisors LLC 30 310 -4,45 3 348 3,53
2026-05-15 13F Css Llc/il 17 989 -54,37 1 987 -50,57
2026-05-13 13F Brinker Capital Investments, LLC 87 970 -49,32 9 718 -45,10
2026-04-21 13F Echo Wealth Management, LLC 68 206 -19,21 7 535 -12,49
2026-05-14 13F Cauble & Harre Wealth Management, Inc. 105 873 -11,89 12 525 2,20
2026-04-14 13F Wealthcare Advisory Partners LLC 315 036 -5,50 34 802 2,36
2026-04-06 13F CX Institutional 0 -100,00 0
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-04-23 13F O'Connor Financial Group LLC 128 346 -0,90 14 178 0,91
2026-05-15 13F Flow Traders U.s. Llc 0 -100,00 0
2026-04-13 13F Garrett Investment Advisors LLC 5 035 -54,56 556 -50,75
2026-04-09 13F CRA Financial Services, LLC 18 376 -4,29 2 030 3,73
2026-02-13 13F Total Wealth Planning, Llc 2 645 -97,92 270 -97,88
2026-04-14 13F Austin Wealth Management, LLC 27 574 -29,17 3 093 -25,87
2026-04-13 13F Clayton Financial Group LLC 743 -14,30 82 -6,82
2026-05-14 13F Gambit Capital Management, LLC 4 930 -34,42 545 -28,98
2026-05-27 13F Capasso Planning Partners LLC 6 455 -0,78 713 7,54
2026-02-17 13F XTX Topco Ltd 0 -100,00 0
2026-05-14 13F Ballast Financial Advisors LLC 39 820 -0,23 4 399 8,06
2026-02-17 13F Old Mission Capital Llc 0 -100,00 0
2026-05-12 13F WCG Wealth Advisors LLC 188 356 -2,43 20 808 5,69
2026-04-23 13F Foundry Financial Group, Inc. 3 337 -89,97 369 -89,15
2026-05-01 13F Monetary Solutions, Ltd 6 764 -4,22 747 3,75
2026-05-14 13F Liberty One Investment Management, Llc 0 -100,00 0
2026-04-23 13F Vistica Wealth Advisors, LLC 9 930 -0,28 1 097 7,98
2026-04-10 13F High Probability Advisors, LLC 280 293 -9,77 30 964 -2,25
2026-05-15 13F NCM Capital Management, LLC 74 312 -0,32 8 209 7,98
2026-04-17 13F Integrated Capital Management, LLC 6 976 -75,89 771 -73,90
2026-01-27 13F DSG Capital Advisors, LLC 0 -100,00 0
2026-04-07 13F Carolina Wealth Advisors, LLC 0 -100,00 0
2026-05-15 13F Investment Counsel Co Of Nevada 0 -100,00 0
2026-05-07 13F Avidian Wealth Solutions, LLC 5 015 -5,61 554 2,40
2026-02-13 13F Palisade Asset Management, LLC 0 -100,00 0
2026-02-10 13F Sequent Asset Management, LLC 9 457 -0,62 965 1,90
2026-05-05 13F Ferguson Johnson Wealth Management Inc 88 141 -2,29 10 0,00
2026-02-17 13F Zacks Investment Management 0 -100,00 0
2026-05-12 13F IFG Advisory, LLC 44 -98,04 5 -98,25
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0
2026-05-12 13F Stifel Financial Corp 166 182 -12,20 18 360 -4,89
2026-04-13 13F Cypress Point Wealth Management, LLC 18 671 -1,25 2 063 6,95
2026-04-16 13F Lifelong Wealth Advisors, Inc. 224 536 -0,82 24 805 7,43
2026-01-29 13F Comerica Bank 391 724 -34,25 39 948 -32,63
2026-04-22 13F McLean Asset Management Corp 36 706 -4,36 4 055 -1,82
2026-01-20 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 -100,00 0
2026-05-14 13F Financial Engines Advisors L.L.C. 14 660 -4,41 1 619 3,52
2026-05-11 13F Per Stirling Capital Management, LLC. 16 653 -6,91 1 840 0,82
2026-05-15 13F AlphaCore Capital LLC 404 540 -1,64 44 690 6,54
2026-04-30 13F Beacon Financial Group 17 782 -0,07 1 964 8,27
2026-01-07 13F Puff Wealth Management, Llc 17 299 -10,96 1 784 -7,76
2026-04-28 13F ORBA Wealth Advisors, L.L.C. 19 515 -18,98 2 156 -12,26
2026-05-14 13F EP Wealth Advisors, Inc. 87 664 -1,92 9 684 6,24
2026-04-30 13F Relyea Zuckerberg Hanson LLC 59 425 -0,28 6 565 8,03
2026-02-12 13F Tripletail Wealth Management, LLC 0 -100,00 0
2026-04-21 13F Creative Capital Management Investments LLC 299 879 -0,28 33 128 8,03
2026-04-22 13F Pinnacle Bancorp, Inc. 4 181 -9,80 462 -2,33
2026-01-16 13F Crowley Wealth Management, Inc. 0 -100,00 0
2026-05-06 13F Ritter Daniher Financial Advisory LLC / DE 0 -100,00 0
2026-04-29 13F Childress Capital Advisors, Llc 0 -100,00 0
2026-05-15 13F RMB Capital Management, LLC 10 082 -1,40 1 114 6,81
2026-05-11 13F McCartney Wealth Management LLC 40 833 -2,67 4 511 5,42
2026-05-15 13F Qube Research & Technologies Ltd 0 -100,00 0
2026-04-21 13F Wedbush Securities Inc 9 381 -11,59 1 0,00
2026-04-20 13F First PREMIER Bank 2 268 -1,61 0
2026-05-07 13F MidAtlantic Capital Management, Inc. 0 -100,00 0
2026-05-06 13F Oxford Financial Group Ltd 563 090 -15,79 62 205 -8,78
2026-02-12 13F Jane Street Group, Llc 0 -100,00 0 -100,00
2026-05-11 13F CAPROCK Group, Inc. 0 -100,00 0
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 406 905 -2,14 45 337 2,72
2026-04-27 13F Truist Financial Corp 59 215 -1,86 6 541 6,32
2026-05-15 13F Brown Advisory Inc 10 048 -3,47 1 110 4,62
2026-05-12 13F Investor's Fiduciary Advisor Network, LLC 0 -100,00 0
2026-05-13 13F Trajan Wealth LLC 11 695 -0,29 1 292 7,94
2026-04-28 13F Belpointe Asset Management LLC 12 319 -30,50 1 361 -24,74
2026-05-04 13F N.E.W. Advisory Services LLC 285 372 -6,89 31 525 0,87
2026-04-23 13F J.w. Cole Advisors, Inc. 35 066 -23,22 3 874 -4,42
2026-01-15 13F PFG Private Wealth Management, LLC 0 -100,00 0
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 540 480 -7,61 59 707 0,09
2026-05-04 13F Entelevest, LLC 3 631 -26,09 401 -19,96
2026-05-04 13F HBW Advisory Services LLC 7 558 -15,66 835 -8,65
2026-04-16 13F Kavar Capital Partners Group, Llc 125 351 -0,47 13 848 7,82
2026-05-14 13F Endeavor Private Wealth, Inc. 12 766 -3,82 1 410 4,21
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-05-13 13F Objectivity Squared, LLC 119 980 -4,72 13 254 3,22
2026-04-22 13F MN Wealth Advisors, LLC 8 597 -1,96 950 6,15
2026-05-06 13F Frontier Asset Management, LLC 0 -100,00 0
2026-05-04 13F Mml Investors Services, Llc 200 263 -7,22 22 123 0,51
2026-05-01 13F Legacy Financial Strategies, LLC 3 839 -3,64 424 4,43
2026-04-23 13F Marquette Asset Management, LLC 454 662 -0,27 50 227 8,03
2026-04-14 13F Opal Wealth Advisors, LLC 8 444 -22,28 933 -15,81
2026-05-14 13F Allworth Financial LP 125 292 -1,14 13 841 7,10
2026-05-12 13F Tiaa Trust, National Association 66 653 -40,95 7 363 -36,04
2026-05-04 13F Cogent Strategic Wealth Llc 22 457 -8,77 2 481 -7,12
2026-04-15 13F Gradient Capital Advisors, LLC 12 981 -0,74 1 434 7,58
2026-04-22 13F SC&H Financial Advisors, Inc. 40 591 -1,19 4 484 7,04
2026-04-13 13F Conrad Siegel Investment Advisors, Inc. 34 874 -4,17 3 852 3,80
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 279 586 -4,50 30 886 3,45
2026-04-22 13F Foundry Financial LLC 10 819 -47,06 1 195 -42,66
2026-04-28 13F Core Wealth Advisors, Llc 0 -100,00 0
2026-02-06 13F New Millennium Group LLC 107 -26,71 11 -28,57
2026-02-13 13F Pine Valley Investments Ltd Liability Co 9 016 -2,72 919 -0,33
2026-04-22 13F Traphagen Investment Advisors Llc 14 590 -1,37 1 612 6,83
2026-04-10 13F Harbor Group, Inc. 223 950 -1,94 24 740 6,22
2026-05-04 13F Brickley Wealth Management 4 012 -7,77 443 0,00
2026-04-15 13F Brady Martz Wealth Solutions, LLC 47 860 -9,22 5 287 -1,66
2026-05-04 13F Glassman Wealth Services 4 121 -44,06 455 -39,41
2026-05-12 13F Carr Financial Group Corp 51 789 -20,74 5 721 -14,14
2026-05-15 13F Advisory Services Network, LLC 103 268 -13,42 11 408 -6,21
2026-04-17 13F Total Clarity Wealth Management, Inc. 2 053 -9,28 227 -1,74
2026-05-15 13F Safe Harbor Fiduciary, LLC 0 -100,00 0
2026-04-14 13F American State Bank (Iowa) 0 -100,00 0
2026-05-15 13F Legacy Capital Wealth Partners, LLC 18 677 -4,80 2 063 3,15
2026-04-20 13F ABLE Financial Group, LLC 152 825 -6,88 16 883 0,87
2026-02-12 13F Wealthspire Advisors, LLC 0 -100,00 0
2026-04-15 13F Journey Strategic Wealth Llc 102 128 -0,66 11 282 7,61
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-04-21 13F OneAscent Financial Services LLC 5 150 -6,67 569 1,07
2026-04-08 13F Sax Wealth Advisors, Llc 52 737 -0,76 5 378 -0,76
2026-04-27 13F Nixon Peabody Trust Co 17 359 -0,75 1 918 7,52
2026-04-29 13F Austin Asset Management Co Inc 96 183 -0,89 10 625 7,37
2026-04-24 13F ProCore Advisors, LLC 6 942 -9,59 767 -2,17
2026-05-05 13F Smith, Moore & Co. 1 940 -1,57 214 6,47
2026-04-27 13F Carter Financial Group, INC. 2 390 -4,21 264 3,94
2026-04-09 13F Acropolis Investment Management, LLC 2 238 -18,08 247 -11,15
2026-05-18 13F IFS Group,LLC 3 507 -0,51 387 9,94
2026-04-28 13F Integrated Advisors Network LLC 0 -100,00 0
2026-04-17 13F Nova R Wealth, Inc. 7 770 -3,07 858 5,02
2026-04-30 13F Simplicity Wealth,LLC 131 829 -1,04 14 563 7,20
2026-05-15 13F/A Independent Financial Group, Llc 13 174 -6,39 1 455 1,39
2026-04-24 13F National Asset Management, Inc. 0 -100,00 0
2026-04-28 13F Golden State Wealth Management, LLC 0 -100,00 0
2026-05-22 13F Wellington Grp LLC 0 -100,00 0 -100,00
2026-04-22 13F Wallington Asset Management, LLC 154 271 -1,82 17 042 6,35
2026-05-11 13F Pathstone Holdings, LLC 241 735 -1,78 26 704 6,40
2026-04-22 13F BigSur Wealth Management LLC 15 276 -4,93 1 688 2,99
2026-05-04 13F Flaharty Asset Management, LLC 206 389 -1,63 22 800 6,56
2026-05-11 13F Garton & Associates Financial Advisors LLC 0 -100,00 0
2026-04-24 13F ERn Financial, LLC 61 603 -2,05 6 805 6,11
2026-05-01 13F Signature Resources Capital Management, LLC 3 785 -5,73 418 2,20
2026-02-17 13F Tower Research Capital LLC (TRC) 0 -100,00 0
2026-04-13 13F Foster Group, Inc. 702 392 -3,41 77 593 4,63
2026-04-28 13F Sage Rhino Capital Llc 158 364 -0,23 17 494 8,07
2026-05-04 13F Sfam, Llc 575 -4,01 64 3,28
2026-05-01 13F Summit Financial Strategies, Inc. 4 145 -5,90 458 1,78
2026-05-04 13F LJI Wealth Management, LLC 7 611 -67,50 841 -64,82
2026-01-28 13F Absher Wealth Management, Llc 0 -100,00 0
2026-05-08 13F Zions Bancorporation, National Association /ut/ 543 168 -0,47 60 004 7,82
2026-04-20 13F Clune & Associates, Ltd. 19 027 -18,50 2 102 -11,72
2026-01-27 13F Evergreen Capital Management Llc 0 -100,00 0
2026-04-24 13F MOR Wealth Management, LLC 37 155 -1,66 4 104 6,54
2025-12-09 13F/A Tudor Investment Corp Et Al 0 -100,00 0
2026-05-01 13F Platt Wealth Management LLC 58 868 -1,42 7 0,00
2026-04-15 13F Valley National Advisers Inc 414 -25,00 0
2026-05-13 13F Alesco Advisors Llc 1 051 667 -1,96 116 178 6,20
2026-05-15 13F Larson Financial Group LLC 41 521 -0,71 4 587 7,55
2026-04-28 13F PCG Wealth Advisors, LLC 58 820 -1,26 6 498 6,95
2026-04-27 13F HB Wealth Management, LLC 361 409 -1,12 39 925 7,12
2026-05-12 13F Aspiriant, Llc 1 931 -18,49 213 -11,62
2026-05-15 13F Vance Wealth, Inc. 3 547 -0,14 392 8,01
2026-04-23 13F Equita Financial Network, Inc. 43 396 -3,24 4 794 4,81
2026-04-24 13F Verus Wealth Management, Llc 2 650 -1,92 293 6,18
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 632 849 -1,97 69 911 6,19
2026-04-10 13F Revolve Wealth Partners, LLC 125 794 -6,36 13 896 1,44
2026-05-14 13F Us Bancorp \de\ 9 458 -1,88 1 045 6,31
2026-04-14 13F Sensenig Capital Advisors, Inc 57 671 -3,32 6 371 4,72
2026-04-09 13F Vista Investment Partners Llc 21 889 -49,68 2 418 -45,48
2026-05-05 13F Atria Investments Llc 202 759 -10,82 22 399 -3,40
2026-04-28 13F Astoria Portfolio Advisors LLC. 0 -100,00 0
2026-04-24 13F Goldstone Financial Group, LLC 16 129 -39,94 1 782 -34,95
2026-05-13 13F Pioneer Family Office, LLC 67 -50,37 7 -46,15
2026-04-08 13F Orrstown Financial Services Inc 327 517 -3,87 36 181 4,14
2026-04-10 13F Cassilly Financial Group LLC 3 523 -1,09 389 7,16
2026-05-14 13F Quattro Advisors LLC 0 -100,00 0
2026-05-13 13F Lido Advisors, LLC 6 132 -2,64 677 8,15
2026-05-14 13F Simplex Trading, Llc 0 -100,00 0
2026-04-20 13F SILVER OAK SECURITIES, Inc 118 598 -1,58 13 102 5,65
2026-02-13 13F STAR Financial Bank 0 -100,00 0
2026-05-08 13F Russell Investments Group, Ltd. 726 -42,92 80 -37,98
2026-04-16 13F Klaas Financial Asset Advisors, LLC 10 753 -88,66 1 188 -87,72
2026-04-17 13F Provident Wealth Management, LLC 67 787 -0,98 7 488 7,26
2026-02-05 13F Security National Bank 0 -100,00 0
2026-05-07 13F D'Orazio & Associates, Inc. 4 654 -15,92 514 -8,87
2026-05-15 13F Gallagher Fiduciary Advisors, LLC 172 205 -10,74 19 023 -3,31
2026-04-13 13F Nvest Wealth Strategies, Inc. 98 263 -3,11 10 855 4,96
2026-05-14 13F Andrews Advisory Associates, LLC 47 977 -6,49 5 300 1,30
2026-05-12 13F Belvedere Trading LLC Call 0 -100,00 0
2026-05-13 13F AE Wealth Management LLC 3 930 -15,48 434 -8,44
2026-05-13 13F McMill Wealth Management 0 -100,00 0
2026-05-12 13F Ausdal Financial Partners, Inc. 21 722 -0,04 2 400 8,26
2026-01-23 13F Bowman & Co S.C. 112 904 -7,12 11 514 -4,83
2026-05-15 13F Smartleaf Asset Management LLC 150 051 -8,44 16 246 -3,67
2026-04-24 13F DeLarme Wealth Management, Inc. 57 608 -7,66 6 364 0,03
2026-02-12 13F BRYN MAWR TRUST Co 0 -100,00 0 -100,00
2026-04-28 13F Berger Financial Group, Inc 2 200 -7,25 243 0,83
2026-01-13 13F Stephens Consulting, LLC 145 109 -0,96 14 798 1,47
2026-05-15 13F Wealth Watch Advisors, INC 0 -100,00 0
2026-05-05 13F D.a. Davidson & Co. 0 -100,00 0
2026-05-14 13F Mason Investment Advisory Services, Inc. 2 833 098 -0,41 312 972 7,88
2026-05-15 13F D. E. Shaw & Co., Inc. 0 -100,00 0
2026-04-07 13F First Financial Corp /in/ 8 572 -15,60 947 -8,60
2026-05-08 13F Tower Wealth Partners, Inc. 14 927 -0,57 1 649 7,64
2026-04-23 13F WMG Financial Advisors, LLC 289 163 -3,41 31 944 4,63
2026-04-27 13F New England Capital Financial Advisors LLC 218 324 -0,09 24 118 8,23
2026-05-11 13F POM Investment Strategies, LLC 347 -95,30 38 -94,95
2026-05-14 13F Level Four Advisory Services, Llc 57 378 -3,35 6 339 4,69
2026-05-07 13F Regimen Wealth, Llc 108 147 -3,70 11 947 4,32
2026-04-20 13F L.K. Benson & Company, P.C. 30 039 -0,45 3 318 7,83
2026-04-28 13F Pine Harbor Wealth Management, LLC 129 999 -2,12 14 361 6,02
2026-04-14 13F SNS Financial Group, LLC 267 027 -0,37 29 498 7,92
2026-04-22 13F Evensky & Katz LLC 1 200 901 -1,96 133 6,45
2026-05-13 13F SRS Capital Advisors, Inc. 32 471 -27,39 3 587 -21,18
2026-01-26 13F Reyes Financial Architecture, Inc. 0 -100,00 0
2026-05-13 13F Freestone Capital Holdings, LLC 0 -100,00 0
2026-02-13 13F Citigroup Inc 0 -100,00 0
2026-05-01 13F Team Financial Group, LLC 56 722 -1,10 6 266 7,15
2026-04-21 13F Decker Retirement Planning Inc. 4 288 -5,53 474 2,38
2026-04-16 13F JDH Wealth Management, LLC 31 724 -1,01 3 505 7,22
2026-05-08 13F Equity Wealth Partners, LLC 15 053 -12,34 1 663 -5,08
2026-05-04 13F Del-Sette Capital Management, LLC 68 447 -5,76 7 561 2,09
2026-05-15 13F Laird Norton Trust Company, Llc 0 -100,00 0
2026-05-08 13F Oath Planning, LLC 1 906 -21,01 211 -14,63
2026-02-10 13F Belvedere Trading LLC Put 0 -100,00 0
2026-04-23 13F Columbia Advisory Partners Llc 0 -100,00 0
2026-04-20 13F TFB Advisors LLC 0 -100,00 0
2026-04-10 13F Integris Wealth Management, LLC 13 580 -4,07 1 500 3,95
2026-04-10 13F Claris Advisors, Llc / Mo / 149 187 -3,04 16 481 5,04
2026-04-21 13F Stolz & Associates, Ps 159 658 -0,92 18 474 12,41
2026-01-07 13F Massmutual Trust Co Fsb/adv 0 -100,00 0
2026-04-28 13F Whittier Trust Co Of Nevada Inc 157 -74,55 18 -73,85
2026-05-12 13F Family Legacy, Inc. 2 341 -1,14 259 7,05
2026-05-15 13F Cresset Asset Management, LLC 623 763 -2,53 68 907 5,59
2026-04-13 13F IFP Advisors, Inc 6 757 -21,35 746 -14,84
2026-04-27 13F Legacy Financial Group, Inc. 6 596 -1,23 729 6,90
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-04-21 13F Clarus Group, Inc. 28 047 -3,03 3 098 5,05
2026-04-23 13F Bridge Generations Wealth Management Llc 0 -100,00 0
2026-01-20 13F Global Trust Asset Management, LLC 0 -100,00 0 -100,00
2026-05-08 13F Valeo Financial Advisors, LLC 2 700 -47,61 298 -43,24
2026-04-10 13F Level Financial Advisors, Inc. 29 591 -2,87 3 269 5,22
2026-05-11 13F National Wealth Management Group, LLC 4 105 -22,62 453 -16,11
2026-04-15 13F WESPAC Advisors SoCal, LLC 115 562 -2,26 12 766 5,88
2026-04-14 13F Seven Mile Advisory 0 -100,00 0
2026-04-29 13F Axxcess Wealth Management, Llc 0 -100,00 0
2026-05-15 13F Change Path, LLC 20 932 -33,53 2 312 -28,00
2026-05-14 13F Northern Trust Corp 7 486 -4,25 827 3,64
2026-04-24 13F Means Investment Co., Inc. 394 029 -0,65 43 528 7,62
2026-05-06 13F Gerber Kawasaki Wealth & Investment Management 2 668 -46,43 295 -42,01
2026-04-16 13F Cornerstone Management, Inc. 22 317 -0,02 2 465 8,30
2026-04-29 13F CVA Family Office, LLC 53 871 -0,67 5 951 7,61
2026-05-05 13F Mraz, Amerine & Associates, Inc. 166 886 -0,91 18 436 7,34
2026-04-20 13F Schwab Charitable Fund 0 -100,00 0
2026-04-17 13F Cornell Pochily Investment Advisors, Inc. 7 525 -3,05 831 5,06
2026-04-29 13F San Luis Wealth Advisors LLC 11 708 -18,73 1 293 -11,98
2026-04-14 13F Value Investment Professionals, LLC 0 -100,00 0
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