DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF – Własność instytucjonalna – Sprzedawcy

Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
US ˙ ARCA ˙ US25434V7082

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
(%)
2026-04-16 13F Mendota Financial Group, LLC 16 403 -15,12 637 -16,73
2026-05-04 13F Copia Wealth Management 1 737 -9,06 68 -10,67
2026-05-11 13F Wells Fargo & Company/mn 201 723 -9,10 7 839 -10,79
2026-05-01 13F Warburton Capital Management, LLC 2 031 981 -0,10 83 2,50
2026-05-01 13F Ruedi Wealth Management, Inc. 2 290 135 -1,85 88 995 -3,66
2026-04-27 13F Capital Advisors Inc/ok 17 340 -3,18 674 -5,08
2026-04-16 13F Henrickson Nauta Wealth Advisors, Inc. 2 299 117 -47,33 89 343 -49,45
2026-04-09 13F Wedmont Private Capital 76 662 -16,65 3 096 -16,44
2026-04-15 13F Websterrogers Financial Advisors, Llc 236 059 -2,01 9 173 -3,82
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 8 600 -67,43 334 -68,04
2026-04-16 13F First Merchants Corp 34 177 -3,51 1 328 -5,28
2026-04-08 13F NorthCrest Asset Manangement, LLC 0 -100,00 0
2026-04-21 13F Wedbush Securities Inc 33 677 -4,13 1 0,00
2026-05-15 13F KM Capital Management Ltd. 57 545 -1,93 2 487 7,11
2026-04-13 13F Mather Group, Llc. 718 051 -1,15 27 903 -2,97
2026-05-14 13F Captrust Financial Advisors 830 067 -1,10 32 252 -2,93
2026-05-15 13F Smartleaf Asset Management LLC 1 586 685 -0,72 59 993 -5,95
2026-05-14 13F Lauterbach Financial Advisors, LLC 1 226 668 -1,85 47 668 -3,66
2026-04-15 13F marrick wealth, LLC 783 802 -0,80 30 459 -2,63
2026-05-11 13F Umb Bank N A/mo 806 093 -0,21 31 325 -2,05
2026-05-06 13F FSA Advisors, Inc. 12 095 -26,04 470 5,86
2026-05-12 13F Curio Wealth, Llc 112 966 -1,31 4 390 -4,44
2026-05-15 13F Annandale Capital, LLC 6 699 -0,93 0
2026-01-28 13F WMG Financial Advisors, LLC 0 -100,00 0
2026-05-11 13F Pathstone Holdings, LLC 21 178 -92,63 823 -92,77
2026-04-21 13F Wesbanco Bank Inc 123 312 -0,01 4 792 -1,86
2026-04-30 13F Valued Wealth Advisors LLC 131 262 -15,18 5 101 -16,75
2026-05-04 13F Sigma Planning Corp 10 951 -22,21 426 -23,70
2026-04-28 13F Belpointe Asset Management LLC 19 233 -32,42 747 -33,66
2026-04-20 13F Ronald Blue Trust, Inc. 26 959 -3,21 1 048 -4,99
2026-05-04 13F Syverson Strege & Co 3 181 539 -1,38 123 635 -3,20
2026-02-02 13F Heritage Financial Services, LLC 4 520 404 -2,18 178 963 0,41
2026-04-21 13F Hippocratic Financial Advisors, LLC 246 649 -9,62 9 585 -11,29
2026-01-15 13F My Personal CFO, LLC 0 -100,00 0
2026-04-29 13F Strategic Blueprint, LLC 50 406 -0,72 1 959 -2,59
2026-04-17 13F Kaufman Rossin Wealth, LLC 142 411 -15,73 5 534 -17,28
2026-04-08 13F Sax Wealth Advisors, Llc 2 042 632 -0,60 80 868 -0,60
2026-05-07 13F Meeder Advisory Services, Inc. 17 047 -0,73 662 -2,50
2026-04-23 13F McBroom & Associates, LLC 7 250 -8,23 282 -9,94
2026-04-20 13F Fiduciary Alliance LLC 13 043 -4,40 540 0,00
2026-05-13 13F Mach-1 Financial Group, Inc. 0 -100,00 0
2026-01-29 13F Comerica Bank 1 600 324 -2,06 63 357 0,53
2026-05-08 13F Maia Wealth LLC 37 797 -8,22 1 469 -12,31
2026-04-22 13F Stone Point Wealth LLC 37 248 -2,60 1 447 -4,43
2026-04-15 13F Mogy Joel R Investment Counsel Inc 6 740 -8,67 262 -10,62
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 2 983 695 -31,35 116 901 -33,58
2026-05-13 13F B&D White Capital Company, LLC 847 888 -3,11 32 949 -4,90
2026-05-11 13F Foundations Investment Advisors, LLC 1 516 278 -4,01 58 923 -5,78
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-05-14 13F North Ridge Wealth Advisors, Inc. 1 093 766 -2,65 42 504 -4,44
2026-04-28 13F Powerhouse Assets LLC 5 997 -0,63 233 -2,10
2026-05-12 13F PCM Encore, LLC 5 190 -25,05 202 -26,64
2026-04-20 13F Watchman Group, Inc. 906 387 -2,59 35 222 -4,38
2026-04-22 13F Aspire Private Capital, LLC 25 271 -10,13 982 -11,77
2026-04-27 13F Marotta Asset Management 10 202 -0,08 399 -1,24
2026-05-01 13F Wealthspire Advisors, LLC 7 504 975 -0,24 291 643 -2,08
2026-04-28 13F Robertson Stephens Wealth Management, LLC 721 760 -0,40 28 048 -2,24
2026-05-22 13F WNY Asset Management, LLC 1 589 897 -20,75 61 783 -20,15
2026-04-28 13F Stephens Inc /ar/ 0 -100,00 0
2026-05-01 13F BKD Wealth Advisors, LLC 1 520 771 -3,91 59 097 -5,68
2026-05-01 13F UNIVEST FINANCIAL Corp 35 817 -2,66 1 392 -4,46
2026-04-28 13F Stratos Wealth Partners, LTD. 306 642 -2,13 11 916 -3,93
2026-04-14 13F Austin Wealth Management, LLC 185 326 -44,27 7 298 -45,74
2026-05-12 13F Ameritas Advisory Services, LLC 20 579 -20,00 800 -21,51
2026-04-30 13F Waterfront Wealth Inc. 260 410 -12,25 10 120 -16,43
2026-05-14 13F Modern Wealth Management, LLC 13 111 -2,65 513 -3,94
2026-05-04 13F Modus Advisors, LLC 0 -100,00 0
2026-05-13 13F First Trust Advisors Lp 16 166 -3,15 628 -4,85
2026-04-16 13F Vested Financial Planning, LLC 980 912 -0,15 38 118 -1,99
2026-02-03 13F Mma Asset Management Llc 0 -100,00 0
2026-04-22 13F McLean Asset Management Corp 306 393 -1,68 11 906 -5,87
2026-05-08 13F Jackson Hole Capital Partners, LLC 0 -100,00 0
2026-04-06 13F Baring Financial LLC 15 697 -3,51 610 -5,28
2026-04-21 13F OneAscent Family Office, LLC 47 786 -44,87 1 857 -45,90
2026-06-03 13F CoreFirst Bank & Trust 3 380 -8,15 131 -9,66
2026-01-07 13F Sovereign Financial Group, Inc. 0 -100,00 0
2026-05-08 13F Altiora Financial Group, LLC 2 890 247 -0,39 112 315 -2,23
2026-05-14 13F Cwm, Llc 434 837 -26,94 16 898 73 365,22
2026-04-22 13F Shotwell Rutter Baer Inc 37 626 -2,97 1 462 -6,76
2026-05-15 13F Jessup Wealth Management, Inc 0 -100,00 0
2026-05-12 13F Entrust Financial Llc 414 296 -1,25 16 100 -3,07
2026-04-28 13F Brighton Jones Llc 1 768 296 -6,34 68 716 -8,06
2026-04-30 13F Sollinda Capital Management LLC 6 178 -19,83 240 -21,31
2026-04-08 13F Lakeridge Wealth Management LLC 66 159 -5,32 2 571 -7,09
2026-05-15 13F Tower Research Capital LLC (TRC) 0 -100,00 0
2026-04-23 13F Private Wealth Management Group, LLC 933 147 -0,15 36 262 -1,99
2026-05-05 13F Regions Financial Corp 384 808 -0,78 14 954 -2,61
2026-05-04 13F Avantax Planning Partners, Inc. 261 521 -13,22 10 163 -14,83
2026-04-17 13F Monticello Wealth Management, Llc 38 908 -39,96 1 512 -41,09
2026-04-16 13F Rfg Holdings, Inc. 7 155 -4,87 278 -6,40
2026-04-22 13F Foundation Wealth Management, LLC\PA 275 950 -3,92 10 723 -5,69
2026-04-30 13F Petix & Botte Co 2 874 -50,00 223 -1,76
2026-05-14 13F JustInvest LLC 31 611 -12,71 1 228 -14,31
2026-05-12 13F First American Trust, Fsb 7 126 -15,95 277 -17,61
2026-04-20 13F Riverchase Wealth Management, Llc 400 075 -4,61 15 547 -6,37
2026-05-13 13F Yarger Wealth Strategies, Llc 70 852 -0,31 2 753 -2,13
2026-04-17 13F RFG Advisory, LLC 104 763 -18,26 4 071 -19,77
2026-02-09 13F Goepper Burkhardt LLC 0 -100,00 0
2026-05-21 13F Vestor Capital, Llc 10 250 -71,73 0
2026-01-28 13F Edge Financial Advisors LLC 12 129 -8,46 480 -6,07
2026-01-14 13F Wealthcare Capital Partners, LLC 0 -100,00 0
2026-04-24 13F Horizon Wealth Management, LLC 9 442 -0,56 367 -2,40
2026-05-12 13F Kovack Advisors, Inc. 20 622 -20,36 807 -21,37
2026-05-14 13F Catalytic Wealth RIA, LLC 0 -100,00 0
2026-04-16 13F Ellsworth Advisors, LLC 6 560 -17,67 255 -21,60
2026-04-28 13F Planning Center, Inc. 1 877 973 -2,27 72 978 -4,07
2026-04-20 13F Pathfinder Wealth Consulting, Inc. 37 077 -1,41 1 441 -3,23
2026-05-11 13F McCartney Wealth Management LLC 301 680 -2,29 11 723 -4,09
2026-02-11 13F Group One Trading, L.p. 0 -100,00 0
2026-05-15 13F Cardiff Park Advisors, Llc 3 835 945 -3,26 149 065 -5,05
2026-02-13 13F Gts Securities Llc 0 -100,00 0
2026-04-21 13F Buttonwood Financial Advisors Inc. 85 618 -2,99 3 327 -4,78
2026-05-15 13F Rehmann Capital Advisory Group 638 492 -0,42 24 812 -2,25
2026-05-12 13F IFG Advisory, LLC 18 187 -98,09 707 -98,13
2026-04-16 13F BlueSky Wealth Advisors, LLC 126 647 -22,39 4 922 -23,82
2026-01-23 13F Arbor Investment Advisors, LLC 0 -100,00 0
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 710 928 -0,62 27 627 -2,45
2026-04-14 13F Lockerman Financial Group, Inc. 13 133 -2,91 510 -4,67
2026-04-20 13F SILVER OAK SECURITIES, Inc 30 278 -15,66 1 177 -17,88
2026-04-20 13F ABLE Financial Group, LLC 694 084 -1,27 26 972 -3,09
2026-04-27 13F Exencial Wealth Advisors, Llc 58 692 -8,26 2 281 -9,95
2026-05-14 13F Atomi Financial Group, Inc. 6 892 -47,59 268 -48,65
2026-04-13 13F Physician Wealth Solutions Inc. 71 746 -57,86 2 788 -58,64
2026-04-30 13F Donaldson Capital Management, Llc 13 734 -34,99 534 -36,24
2026-05-01 13F Advisors Capital Management, LLC 104 199 -0,95 4 049 -2,76
2026-04-21 13F Pallas Capital Advisors LLC 70 503 -5,54 2 740 -7,28
2026-05-05 13F Coquina Private Wealth LLC 0 -100,00 0
2026-04-14 13F Rf&l Wealth Management, Llc 283 137 -0,59 11 003 -2,42
2026-05-12 13F M Holdings Securities, Inc. 298 505 -0,12 12 0,00
2026-02-03 13F McCarthy Asset Management, Inc. 106 985 -32,74 4 236 -30,96
2026-05-08 13F Coldstream Capital Management Inc 36 290 -31,91 1 410 -33,18
2026-04-24 13F Boston Trust Walden Corp 19 164 -11,02 745 -12,68
2026-04-08 13F Evanson Asset Management, LLC 3 991 743 -0,26 155 119 -2,10
2026-05-08 13F Red Wave Investments LLC 260 238 -0,83 10 113 -2,67
2026-05-08 13F Prime Capital Investment Advisors, LLC 420 219 -0,93 16 330 -2,76
2026-05-12 13F Rather & Kittrell, Inc. 1 139 712 -1,54 44 289 -3,36
2026-04-27 13F Tanglewood Legacy Advisors, LLC 0 -100,00 0
2026-01-30 13F Turning Point Benefit Group, Inc. 0 -100,00 0 -100,00
2026-04-30 13F Simplicity Wealth,LLC 444 593 -4,74 17 277 -6,50
2026-05-11 13F WPWealth LLP 133 719 -1,04 5 196 -2,86
2026-05-15 13F Principal Street Partners, LLC 6 871 -33,01 267 -34,24
2026-05-13 13F Pitcairn Wealth Advisors LLC 0 -100,00 0
2026-04-17 13F CENTRAL TRUST Co 62 792 -1,58 2 440 -3,37
2026-04-02 13F Ares Financial Consulting, LLC 71 636 -9,13 2 802 -10,22
2026-01-20 13F Maryland Capital Advisors Inc. 1 616 -13,26 64 -11,27
2026-04-27 13F Silver Lake Advisory, LLC 0 -100,00 0
2026-05-12 13F Leading Edge Financial Planning LLC 6 824 -14,09 265 -15,61
2026-05-13 13F Argent Trust Co 13 600 -11,46 528 -13,16
2026-02-12 13F Commonwealth Equity Services, Llc 7 956 573 -7,86 315 001 94 494,59
2026-04-21 13F Forteris Wealth Management Inc. 95 423 -3,87 3 708 -5,62
2026-04-21 13F Highland Financial Advisors, LLC 12 807 -8,98 498 -10,77
2026-05-15 13F Empowered Funds, LLC 11 987 -31,62 466 -33,00
2026-05-11 13F Montis Financial, LLC 162 170 -2,49 6 302 -4,30
2026-04-24 13F UMA Financial Services, Inc. 138 826 -0,62 5 395 -2,46
2026-05-14 13F Empower Advisory Group, LLC 12 697 -47,32 493 -48,32
2026-04-08 13F Clarus Wealth Advisors 0 -100,00 0
2026-05-14 13F Safeguard Investment Advisory Group, LLC 2 022 586 -7,26 78 596 -8,97
2026-04-23 13F Caliber Wealth Management, LLC / KS 49 438 -0,29 1 921 -2,09
2026-04-15 13F NorthAvenue LLC 51 511 -4,86 2 002 -6,63
2026-04-13 13F Massmutual Trust Co Fsb/adv 1 000 -27,95 39 -29,63
2026-01-27 13F Grunden Financial Advisory, Inc. 1 380 842 -2,44 54 668 0,14
2026-04-17 13F Great Waters Wealth Management 294 564 -2,09 11 447 -3,90
2026-04-15 13F Cypress Wealth Services, LLC 0 -100,00 0
2026-04-30 13F Torren Management, LLC 68 458 -2,52 2 660 -4,32
2026-04-30 13F Arista Wealth Management, LLC 233 525 -0,14 9 075 -1,98
2026-04-20 13F Balance Wealth, LLC 108 604 -1,20 4 220 -3,01
2026-02-04 13F Timonier Family Office, LTD. 9 253 -32,41 366 -30,68
2026-02-03 13F Crestwood Advisors Group LLC 0 -100,00 0 -100,00
2026-05-14 13F Quattro Advisors LLC 0 -100,00 0
2026-05-14 13F Evergreen Capital Management Llc 35 483 -8,67 1 379 -10,40
2026-04-30 13F Cookson Peirce & Co Inc 50 978 -0,25 1 981 -2,08
2026-05-13 13F Principal Securities, Inc. 17 487 -6,41 680 -8,12
2026-04-10 13F Perigon Wealth Management, LLC 1 536 303 -0,50 59 701 -2,33
2026-05-15 13F Keating Financial Advisory Services, Inc. 53 142 -2,65 2 065 -4,44
2026-05-01 13F Hills Bank & Trust Co 5 841 -18,60 227 -20,42
2026-04-21 13F Stolz & Associates, Ps 53 746 -6,60 2 233 -2,02
2026-04-20 13F TFB Advisors LLC 0 -100,00 0
2026-04-21 13F RCS Financial Planning, LLC 682 997 -3,31 26 541 -5,10
2026-04-15 13F AlphaStar Capital Management, LLC 8 574 -53,13 333 -54,01
2026-02-13 13F Nicolet Advisory Services, Llc 89 230 -19,41 3 633 -15,12
2026-05-06 13F Bessemer Group Inc 392 629 -0,36 15 0,00
2026-04-30 13F Hassell Wealth Management, LLC 333 506 -0,08 12 960 -4,57
2026-05-01 13F Banyan Capital Management, Inc. 9 396 -7,25 365 -8,98
2026-04-08 13F Aurelius Family Office LLC 690 093 -2,58 26 817 -5,71
2026-04-20 13F Ritholtz Wealth Management 5 681 -0,86 221 -2,65
2026-04-15 13F Belleair Asset Management, LLC 103 813 -0,22 4 034 -2,06
2026-04-07 13F Cooper Financial Group 25 882 -23,60 1 006 -25,06
2026-02-06 13F New Millennium Group LLC 3 893 -25,18 154 -23,00
2026-05-11 13F Alpha Financial Advisors, LLC 118 767 -2,60 4 615 -4,39
2026-04-24 13F True Blue Financial, LLC 158 243 -2,47 6 149 -4,27
2026-05-15 13F Tudor Investment Corp Et Al 0 -100,00 0
2026-04-29 13F Axxcess Wealth Management, Llc 0 -100,00 0
2026-05-04 13F Prudent Man Investment Management, Inc. 2 382 749 -0,05 94 333 -0,05
2026-04-21 13F Pinnacle Associates Ltd 13 921 -4,70 541 -6,57
2026-05-04 13F Summit Wealth Group, LLC 388 492 -1,59 15 097 -3,40
2026-05-13 13F Brinker Capital Investments, LLC 1 389 678 -14,00 54 003 -15,59
2026-05-01 13F Thrivent Financial For Lutherans 35 139 -87,92 1 -90,91
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 10 256 -19,15 399 -20,72
2026-04-15 13F JP Wealth Management, Inc. 809 013 -0,03 31 438 -1,88
2026-04-28 13F Spurstone Advisory Services, LLC 0 -100,00 0
2026-02-17 13F Running Point Capital Advisors, LLC 144 446 -1,65 5 719 0,95
2026-04-08 13F Archer Investment Management, LLC 37 696 -1,69 1 465 -3,49
2026-04-16 13F Freedom Financial Partners LLC 217 986 -0,46 8 471 -2,30
2026-05-12 13F WorthPointe, LLC 1 717 802 -0,32 66 754 -2,16
2026-04-24 13F Oakworth Capital, Inc. 47 412 -0,00 1 842 -1,86
2026-05-15 13F Ascent Group, LLC 14 329 -4,84 557 -6,71
2026-04-20 13F Peirce Capital Management, LLC 799 514 -0,73 31 069 -2,56
2026-04-14 13F Wealthcare Advisory Partners LLC 956 946 -38,22 37 187 -39,36
2026-05-07 13F Cutler Investment Counsel Llc 11 325 -1,31 440 -3,08
2026-05-14 13F Northern Trust Corp 139 877 -1,44 5 436 -3,26
2026-05-15 13F Beacon Pointe Advisors, LLC 5 901 121 -1,25 229 318 -3,07
2026-05-13 13F Parkside Financial Bank & Trust 52 524 -2,02 2 041 -3,82
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 3 248 -17,27 126 -18,71
2026-04-29 13F Efficient Advisors, LLC 782 273 -41,01 30 399 -42,10
2026-05-14 13F Fort Point Capital Partners LLC 242 474 -1,54 9 423 -6,17
2026-05-15 13F Ameriprise Financial Inc 38 362 -32,71 1 491 -33,98
2026-05-05 13F Mraz, Amerine & Associates, Inc. 12 828 -4,40 498 -6,21
2026-04-22 13F Capital Investment Management, Inc. 51 714 -0,52 2 010 -2,33
2026-05-15 13F/A Independent Financial Group, Llc 14 236 -3,36 553 -5,15
2026-05-15 13F CI Private Wealth, LLC 4 205 759 -6,91 163 433 -8,63
2026-04-28 13F Ti-trust, Inc 16 470 -5,21 640 -6,84
2026-01-30 13F Innealta Capital, Llc 0 -100,00 0
2026-04-13 13F St Germain D J Co Inc 25 704 -0,76 999 -2,63
2026-05-15 13F/A EverSource Wealth Advisors, LLC 689 740 -0,08 26 803 -1,92
2026-05-14 13F EP Wealth Advisors, Inc. 1 368 036 -0,54 53 162 -2,38
2026-05-12 13F Jane Street Group, Llc Call 11 000 -65,73 427 -66,38
2026-05-01 13F Keener Financial Planning LLC 72 736 -0,28 3 0,00
2026-05-07 13F True North Advisors, LLC 79 903 -26,81 3 105 -28,16
2026-05-15 13F Advisor Group Holdings, Inc. 2 271 718 -37,20 88 281 -38,36
2026-05-15 13F Perennial Investment Advisors, LLC 24 896 -10,92 967 -12,57
2026-04-22 13F Bay Capital Advisors, LLC 11 518 -33,46 448 -34,74
2026-04-03 13F Investors Research Corp 2 155 -31,26 84 -33,06
2026-04-17 13F Morris Financial Concepts, Inc. 199 496 -2,20 7 752 -4,00
2026-04-24 13F KPP Advisory Services LLC 19 248 -0,26 748 -2,23
2026-04-21 13F E&G Advisors, LP 6 985 -9,87 271 -11,44
2026-05-06 13F Keystone Financial Services 19 970 -0,50 776 -2,27
2026-04-24 13F Bedminster, LLC 10 125 -5,63 393 -7,31
2026-05-15 13F Two Sigma Investments, Lp 0 -100,00 0
2026-01-12 13F Kozak & Associates, Inc. 0 -100,00 0
2026-04-17 13F Visionary Horizons, LLC 14 075 -3,36 547 -5,21
2026-04-16 13F Lexington Hill Partners, LLC 46 360 -6,66 1 802 -8,39
2026-04-27 13F TABR Capital Management, LLC 0 -100,00 0 -100,00
2026-04-23 13F Kerntke Otto McGlone Wealth Management Group 81 789 -24,27 3 178 -25,66
2026-05-13 13F Forthright Family Wealth Advisory LLC 0 -100,00 0
2026-05-08 13F Integrated Wealthcare, Llc 100 621 -0,02 3 910 -1,86
2026-05-07 13F Washington Trust Bank 13 409 -4,29 521 -5,96
2026-05-15 13F Peapack Gladstone Financial Corp 116 665 -0,58 5 0,00
2026-05-08 13F Schwarz Dygos Wheeler Investment Advisors Llc 120 806 -2,38 4 695 -4,18
2026-05-15 13F Susquehanna International Group, Llp 0 -100,00 0
2026-01-28 13F Emprise Bank 0 -100,00 0
2026-04-23 13F J.w. Cole Advisors, Inc. 35 898 -32,11 1 395 21,43
2026-05-15 13F Qube Research & Technologies Ltd 99 905 -43,92 3 882 -44,96
2026-04-20 13F Dopkins Wealth Management, Llc 888 785 -6,11 34 538 -7,84
2026-04-15 13F Andrews, Lucia Wealth Management Llc 1 698 938 -8,11 66 021 -9,80
2026-05-06 13F Simon Quick Advisors, Llc 0 -100,00 0
2026-05-11 13F Kilner Capital Advisors, Llc 503 117 -5,23 19 551 -6,98
2026-04-03 13F Global Wealth Strategies & Associates 1 433 -3,37 56 -5,17
2026-05-05 13F Donalies Financial Planning, LLC 320 168 -0,48 12 442 -2,32
2026-05-12 13F Hill Investment Group Partners, LLC 495 653 -3,94 19 261 -5,70
2026-05-06 13F Great Lakes Retirement, Inc. 146 213 -52,10 5 682 -52,99
2026-05-04 13F Rogco, Lp 0 -100,00 0
2026-04-30 13F LRI Investments, LLC 2 310 836 -0,98 89 799 -2,81
2026-01-13 13F Well Done, LLC 0 -100,00 0
2026-04-09 13F IFG Advisors, LLC 177 637 -3,69 6 903 -5,48
2026-05-05 13F D.a. Davidson & Co. 119 153 -0,40 4 630 -2,22
2026-05-15 13F Royal Bank Of Canada 3 019 065 -2,94 117 321 -4,73
2026-05-14 13F Bridgewater Advisors Inc. 204 966 -0,79 8 859 5,72
2026-04-09 13F Cliftonlarsonallen Wealth Advisors, Llc 1 718 842 -4,49 66 794 -6,25
2026-05-05 13F HighTower Advisors, LLC 5 433 706 -5,30 211 154 -7,05
2026-05-14 13F Entrewealth, Llc 128 035 -0,01 4 975 -5,88
2026-05-15 13F Knightsbridge Asset Management, Llc 123 531 -1,58 4 800 -3,40
2026-05-06 13F Clifford Swan Investment Counsel Llc 18 487 -0,19 718 -2,05
2026-04-30 13F Sequoia Financial Advisors, LLC 440 732 -3,25 17 127 -5,04
2026-04-27 13F FSM Wealth Advisors, LLC 29 126 -6,40 1 132 -8,20
2026-04-10 13F Baker Tilly Financial, Llc 154 967 -4,43 6 022 -6,18
2026-05-14 13F Guardian Asset Advisors, LLC 8 607 -6,52 334 -8,24
2026-04-23 13F Vistica Wealth Advisors, LLC 523 119 -2,38 20 328 -4,18
2026-04-28 13F Flagship Harbor Advisors, Llc 0 -100,00 0
2026-04-28 13F Golden State Wealth Management, LLC 4 734 -53,96 184 -55,04
2026-04-24 13F Abacus Wealth Partners, LLC 149 383 -0,55 5 805 -2,37
2026-01-14 13F ORG Wealth Partners, LLC 0 -100,00 0
2026-05-13 13F Family Office Research LLC 323 216 -0,53 12 560 -3,34
2026-05-14 13F Level Four Advisory Services, Llc 68 724 -19,33 2 671 -20,82
2026-04-14 13F Plancorp, LLC 10 336 005 -0,89 418 505 1,37
2026-05-13 13F BCJ Capital Management, LLC 7 221 -29,71 281 -31,03
2026-04-24 13F rebel Financial LLC 30 562 -3,27 1 188 -5,04
2026-04-07 13F Five Oceans Advisors 362 046 -3,49 14 069 -5,27
2026-05-07 13F Capital Performance Advisors Llp 1 372 177 -7,03 53 323 -8,75
2026-05-14 13F Cambria Investment Management, L.P. 0 -100,00 0
2026-04-10 13F Pure Financial Advisors, Inc. 4 186 049 -1,50 162 670 -3,32
2026-04-22 13F Pinnacle Bancorp, Inc. 3 485 -3,33 135 -4,93
2026-05-20 13F TrueWealth Financial Partners 0 -100,00 0
2026-04-16 13F Phillips Financial Management, Llc 720 781 -2,83 28 010 -4,62
2026-05-14 13F Venture Visionary Partners LLC 163 386 -0,07 6 349 -1,90
2026-05-01 13F Mutual Advisors, LLC 114 672 -0,71 4 456 -2,54
2026-04-30 13F Private Trust Co Na 114 250 -0,40 4 440 -2,25
2026-05-12 13F WCG Wealth Advisors LLC 53 034 -4,04 2 061 -5,81
2026-04-14 13F Twin Cities Retirement Group LLC 123 214 -1,79 4 788 -3,58
2026-05-04 13F Retirement Planning Group 100 696 -1,59 3 913 -3,38
2026-05-13 13F Lido Advisors, LLC 44 000 -50,61 1 710 -50,42
2026-01-15 13F PFG Private Wealth Management, LLC 0 -100,00 0
2026-04-10 13F Great Oak Capital Partners, Llc 51 404 -0,47 2 076 1,02
2026-05-08 13F Seneschal Advisors, LLC 70 332 -1,60 2 733 -3,39
2026-05-21 13F Verus Capital Partners, Llc 30 502 -30,42 1 185 -31,70
2026-05-14 13F Baird Financial Group, Inc. 4 414 037 -4,89 171 529 -6,64
2026-04-09 13F Taddei, Ludwig & Associates, Inc. 86 551 -0,33 3 363 -2,15
2026-04-10 13F AssuredPartners Investment Advisors, LLC 251 219 -6,34 9 893 -6,84
2026-05-15 13F GWM Advisors LLC 2 171 690 -12,58 6 880 -93,01
2026-05-01 13F Connecticut Wealth Management, LLC 37 123 -0,46 1 443 -2,30
2026-04-24 13F Lynx Investment Advisory 6 484 -3,66 252 -5,64
2026-04-14 13F Arnold Financial Planning LLC 202 254 -0,45 7 860 -2,29
2026-05-12 13F Acorn Creek Capital Llc 7 000 -12,89 272 -14,47
2026-05-14 13F Orion Capital Management LLC 95 154 -0,25 3 698 -2,09
2026-05-04 13F Mml Investors Services, Llc 875 494 -10,54 34 022 -12,19
2026-05-19 13F Western Wealth Management, LLC 144 113 -1,26 5 600 -3,06
2026-04-08 13F Significant Wealth Partners LLC 9 730 -0,23 378 -2,07
2026-05-08 13F Grand Wealth Management, Llc 1 849 146 -11,34 71 858 -12,97
2026-05-15 13F Cresset Asset Management, LLC 79 354 -0,32 3 084 -2,16
2026-05-14 13F We Are One Seven, LLC 25 314 -0,58 984 -2,48
2026-05-01 13F Heritage Investment Group, Inc. 2 274 675 -1,46 88 394 -3,28
2026-05-04 13F N.E.W. Advisory Services LLC 600 399 -1,12 23 332 -2,94
2026-01-22 13F FSC Wealth Advisors, LLC 0 -100,00 0
2026-05-12 13F Kingsview Wealth Management, LLC 34 756 -0,21 1 351 -2,03
2026-05-15 13F Citadel Advisors Llc Put 0 -100,00 0 -100,00
2026-01-15 13F Orrstown Financial Services Inc 0 -100,00 0
2026-05-14 13F Capital Planning Advisors, LLC 14 551 -0,32 565 -2,08
2026-04-23 13F Petersen Hastings Wealth Advisors Inc. 11 433 -1,69 444 -3,48
2026-05-06 13F Zhang Financial LLC 3 263 205 -1,75 126 808 -3,56
2026-04-24 13F Bayshore Asset Management, Llc 1 167 414 -0,34 45 366 -2,18
2026-05-08 13F Wilkerson Advisory Group LLC 37 466 -4,07 1 456 -5,89
2026-05-15 13F Strategies Wealth Advisors, LLC 7 455 -11,85 290 -13,47
2026-05-07 13F Francis Financial, Inc. 30 675 -6,75 1 192 -8,45
2026-05-08 13F Steward Partners Investment Advisory, Llc 123 681 -0,33 4 806 -2,16
2026-04-20 13F Cherrydale Wealth Management, Llc 1 081 040 -4,43 42 009 -6,19
2026-04-10 13F Harbor Group, Inc. 12 824 -3,85 498 -5,68
2026-05-15 13F Envision Financial Planning, LLC 0 -100,00 0
2026-04-15 13F Archford Capital Strategies, LLC 178 167 -8,96 6 924 -10,64
2026-04-21 13F Accredited Investor Services, Llc 82 688 -1,36 3 213 -3,16
2026-02-17 13F Main Street Financial Solutions, LLC 0 -100,00 0
2026-05-14 13F Broadhurst Jeffrey B 256 826 -4,18 9 980 -5,94
2026-01-30 13F BancorpSouth Bank 18 131 -3,16 718 -0,69
2026-05-01 13F Avion Wealth 264 087 -5,32 10 -9,09
2026-04-22 13F Foundry Financial LLC 187 835 -45,62 7 299 -46,63
2026-05-06 13F Hershey Financial Advisers, LLC 15 793 -2,00 614 -3,77
2026-04-22 13F BWM Planning, LLC 10 822 -9,67 421 -11,39
2026-04-22 13F JNBA Financial Advisors 628 -73,42 24 -74,19
2026-04-30 13F Money Concepts Capital Corp 18 034 -0,06 701 -1,96
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-04-10 13F McGrath & Associates, Inc. 0 -100,00 0
2026-04-08 13F RVW Wealth, LLC 128 583 -0,02 4 997 -1,87
2026-05-08 13F Red Lighthouse Investment Management, Llc 1 055 204 -1,39 41 005 -3,21
2026-04-14 13F New Capital Management LP 2 557 586 -3,88 99 388 -5,65
2026-05-01 13F Mowery & Schoenfeld Wealth Management, LLC 91 829 -1,44 3 568 -3,25
2026-04-13 13F Winthrop Advisory Group LLC 321 678 -0,26 12 500 -2,10
2026-05-07 13F Rothschild Investment Llc 7 229 -3,36 281 -5,41
2026-05-19 13F Financial Insights, Inc. 78 195 -5,69 3 039 -7,43
2026-05-06 13F Aviance Capital Partners, LLC 61 371 -1,08 2 385 -2,93
2026-04-24 13F Keybank National Association/oh 0 -100,00 0
2026-04-28 13F Quent Capital, LLC 264 -86,36 10 -86,84
2026-04-28 13F Berger Financial Group, Inc 186 843 -2,83 7 261 -4,62
2026-05-15 13F M Wealth Management, LLC 115 406 -1,07 4 485 -2,90
2026-05-06 13F LPL Financial LLC 17 506 918 -1,33 680 319 -3,15
2026-04-27 13F Qrg Capital Management, Inc. 16 378 -35,44 636 -36,65
2026-04-21 13F Keystone Financial Group, Inc. 151 343 -5,04 5 881 -6,78
2026-04-14 13F Sensenig Capital Advisors, Inc 374 449 -4,02 14 551 -5,79
2026-04-24 13F Tcfg Wealth Management, Llc 61 887 -3,64 2 405 -5,43
2026-04-22 13F Coston, McIsaac & Partners 45 427 -0,09 2 0,00
2026-05-15 13F Silver Grove Financial Group, Inc. 0 -100,00 0
2026-05-12 13F Tiaa Trust, National Association 0 -100,00 0
2026-04-24 13F Medallion Wealth Advisors, LLC 471 -13,89 18 -14,29
2026-04-29 13F Cary Street Partners Financial Llc 98 156 -0,55 3 814 -2,38
2026-05-06 13F Modera Wealth Management, LLC 4 831 430 -0,34 187 749 -2,18
2026-05-15 13F Gw Henssler & Associates Ltd 21 073 -8,53 819 -10,31
2026-05-14 13F Meridian Wealth Partners, LLC 2 380 620 -4,28 92 511 -6,04
2026-05-04 13F LJI Wealth Management, LLC 48 023 -42,51 1 866 -43,56
2026-05-13 13F Davis R M Inc 32 958 -49,75 1 281 -50,69
2026-05-13 13F 49 Wealth Management, Llc 67 106 -2,65 2 608 -4,44
2026-05-15 13F Legacy Capital Wealth Partners, LLC 74 638 -13,22 2 900 -14,83
2026-05-11 13F Commerce Bank 32 240 -0,65 1 253 -2,49
2026-04-28 13F Fortis Capital Advisors, LLC 19 233 -32,42 747 -33,66
2026-04-15 13F Exchange Traded Concepts, Llc 0 -100,00 0
2026-02-11 13F Parallel Advisors, LLC 43 729 -1,82 1 731 0,82
2026-04-10 13F Prosperity Planning, Inc. 74 391 -0,22 2 891 -2,07
2026-05-15 13F Equitable Holdings, Inc. 1 087 520 -0,63 43 055 -0,63
2026-04-29 13F CVA Family Office, LLC 464 461 -0,88 18 049 -2,71
2026-04-21 13F Kane Co Wealth Management, Inc. 479 279 -0,84 18 625 -2,67
2026-05-06 13F Tandemgrowth Financial Advisors Llc 273 084 -10,54 10 612 -12,18
2026-05-15 13F AlphaCore Capital LLC 103 610 -7,15 4 026 -8,85
2026-05-08 13F Align Financial, LLC 45 580 -97,48 1 771 -2,21
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-05-14 13F Vident Advisory, LLC 8 908 -1,99 346 -3,62
2026-04-17 13F Elk River Wealth Management, LLC 5 411 -4,42 210 -6,25
2026-05-08 13F Tillman Hartley LLC 1 632 831 -0,54 63 452 -2,37
2026-05-15 13F Coppell Advisory Solutions LLC 0 -100,00 0
2026-05-11 13F CAPROCK Group, Inc. 79 160 -3,09 3 076 -4,89
2026-05-05 13F Cherry Tree Wealth Management, LLC 303 985 -2,34 11 813 -4,14
2026-04-23 13F Atlas Private Wealth Advisors 116 054 -0,47 4 510 -2,32
2026-04-16 13F JDH Wealth Management, LLC 485 029 -2,36 18 848 -4,16
2026-05-11 13F Heritage Wealth Management, Inc. /CA/ 128 370 -2,51 4 988 -4,30
2026-04-28 13F Kingswood Wealth Advisors, Llc 8 017 -2,87 312 -4,60
2026-02-17 13F SageView Advisory Group, LLC 292 990 -2,59 11 599 -0,02
2026-05-14 13F Mason Investment Advisory Services, Inc. 38 485 -0,97 1 496 -2,80
2026-05-15 13F RMB Capital Management, LLC 88 507 -9,51 3 439 -11,18
2026-04-29 13F Frankly Finances, LLC 4 460 -53,83 173 -54,71
2026-05-14 13F Hilltop Holdings Inc. 25 016 -12,31 972 -13,91
2026-05-01 13F Strategic Investment Solutions, Inc. /IL 200 854 -0,90 7 800 -2,78
2026-04-08 13F Wealthspan Partners, Llc 82 688 -0,25 3 213 -2,07
2026-05-14 13F Sterling Wealth Management, Inc. 251 132 -0,03 9 759 -1,87
2026-04-27 13F Legacy Financial Group, Inc. 549 536 -0,97 21 355 -2,79
2026-04-30 13F Csenge Advisory Group 45 840 -2,96 1 781 -4,76
2026-05-05 13F Signet Financial Management, Llc 59 143 -0,16 2 298 -2,00
2026-05-05 13F CPA Asset Management LLC 14 763 -11,47 574 -13,18
2026-05-15 13F Northeast Financial Group, Inc. 8 344 -71,30 324 -71,83
2026-05-12 13F Warwick Investment Management, Inc. 2 599 253 -0,27 101 007 -2,11
2026-04-22 13F Krm Wealth Management L.l.c. 16 914 -6,67 657 -8,37
2026-04-17 13F Krilogy Financial LLC 131 726 -0,02 5 472 1,79
2026-05-13 13F Mpwm Advisory Solutions, Llc 16 171 -4,58 628 -6,27
2026-04-22 13F Matauro, Llc 9 692 -2,16 377 -4,08
2026-04-21 13F Marietta Wealth Management, LLC 72 061 -0,13 2 800 -1,96
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-05-08 13F Oath Planning, LLC 138 197 -2,32 5 370 -4,12
2026-04-23 13F Avant Financial Advisors LLC 37 043 -0,65 1 439 -2,51
2026-04-10 13F Melfa Wealth Management, Llc 311 593 -0,14 12 108 -1,98
2026-01-28 13F Alesco Advisors Llc 0 -100,00 0
2026-05-06 13F Meridian Wealth Management, LLC 100 395 -2,43 3 901 -4,22
2026-05-14 13F Vermillion & White Wealth Management Group, LLC 0 -100,00 0
2026-04-21 13F Wolfstich Capital, LLC 711 057 -3,71 27 224 -6,88
2026-05-05 13F Solutions 4 Wealth, Ltd 0 -100,00 0
2026-05-13 13F Gibbs Wealth Management 12 204 -0,24 474 -4,63
2026-05-27 13F Security Financial Services, INC. 19 085 -4,28 742 -6,08
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