NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF – Własność instytucjonalna – Sprzedawcy

ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
US ˙ BATS ˙ US74348A4673

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
(%)
2026-04-22 13F Janney Montgomery Scott LLC 404 468 -9,63 43 -8,70
2026-04-17 13F LMG Wealth Partners, LLC 78 704 -0,18 8 343 1,68
2026-05-13 13F Cetera Investment Advisers 573 165 -11,31 60 761 -9,66
2026-05-13 13F Galilei Investment Office LLP 87 951 -34,43 9 321 -33,24
2026-05-15 13F Royal Bank Of Canada 1 360 095 -5,20 144 184 -3,43
2026-05-05 13F Sanctuary Advisors, LLC 152 023 -40,91 16 116 -39,82
2026-04-08 13F Mma Asset Management Llc 9 355 -1,77 992 0,00
2026-04-29 13F Richmond Investment Services, LLC 2 500 -0,79 265 0,76
2026-04-15 13F AlphaStar Capital Management, LLC 7 597 -2,21 805 -0,37
2026-04-29 13F WealthPLAN Partners, LLC 3 275 -74,65 347 -74,18
2026-04-27 13F TABR Capital Management, LLC 0 -100,00 0 -100,00
2026-06-02 13F/A Parallel Advisors, LLC 0 -100,00 0 -100,00
2026-04-23 13F Unify Financial Advisors 0 -100,00 0
2026-04-21 13F WMS Group LLC 22 739 -1,11 2 411 0,84
2026-04-28 13F Kingswood Wealth Advisors, Llc 25 055 -6,44 2 656 -4,70
2026-05-01 13F Hantz Financial Services, Inc. 152 951 -7,12 16 -5,88
2026-04-07 13F Comprehensive Financial Planning, Inc./PA 100 -8,26 11 -9,09
2026-05-15 13F Royal Capital Wealth Management, LLC 24 180 -4,89 2 563 -3,10
2026-05-14 13F Venture Visionary Partners LLC 38 026 -2,29 4 031 -4,79
2026-04-29 13F Global Strategic Investment Solutions, LLC 2 878 -2,14 305 -0,33
2026-05-04 13F Optima Capital Llc 0 -100,00 0
2026-05-14 13F EP Wealth Advisors, Inc. 15 031 -5,61 1 593 -3,86
2026-04-17 13F Signal Advisors Wealth, LLC 3 731 -17,73 396 -16,14
2026-04-21 13F Maseco Llp 0 -100,00 0
2026-05-12 13F Ausdal Financial Partners, Inc. 33 930 -5,84 3 597 -4,11
2026-05-06 13F Ritter Daniher Financial Advisory LLC / DE 1 165 -18,07 123 -16,89
2026-04-17 13F BCS Wealth Management 26 360 -52,18 2 794 -51,29
2026-04-24 13F CFC Planning Co LLC 6 082 -17,39 645 -15,93
2026-05-01 13F Concord Asset Management, LLC/VA 37 640 -1,41 3 990 0,43
2025-12-15 13F FNY Investment Advisers, LLC 0 -100,00 0
2026-04-20 13F MBA Advisors LLC 11 732 -6,68 1 244 -4,97
2026-05-04 13F Stirlingshire Investments, Inc. 3 681 -2,88 390 -1,02
2026-05-11 13F Savvy Advisors, Inc. 2 824 -1,57 299 0,34
2026-05-15 13F Citadel Advisors Llc 0 -100,00 0
2026-05-14 13F Catalytic Wealth RIA, LLC 18 869 -0,25 2 000 1,63
2026-04-08 13F Miracle Mile Advisors, LLC 2 293 -5,75 243 -3,95
2026-05-06 13F Gryphon Financial Partners LLC 5 516 -12,28 585 -10,70
2026-05-12 13F Strategic Wealth Partners, Ltd. 1 411 -6,62 150 -5,10
2026-04-22 13F Caldwell Trust Co 44 709 -3,17 4 740 -1,37
2026-04-10 13F IAM Advisory, LLC 383 198 -0,90 40 623 0,95
2026-05-14 13F StoneX Group Inc. 8 365 -12,21 887 -10,60
2026-05-04 13F Element Wealth, LLC 8 120 -0,64 861 1,18
2026-05-13 13F Buckingham Strategic Partners 4 469 -15,95 474 -14,47
2026-04-21 13F Meridian Financial, LLC 6 724 -10,77 713 -9,18
2026-04-08 13F AAFMAA Wealth Management & Trust LLC 8 400 -7,69 890 -6,02
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 34 340 -0,13 3 640 1,73
2026-05-13 13F Nwm Advisors, Llc 2 172 -2,86 230 -0,86
2026-04-30 13F Paladin Advisory Group, LLC 7 834 -1,48 830 0,36
2026-05-14 13F Betterment LLC 2 686 -14,27 0
2026-04-20 13F Cushing Capital Partners, LLC 27 520 -1,93 2 917 -0,10
2026-04-02 13F Lvm Capital Management Ltd/mi 3 290 -2,23 0
2026-02-17 13F Boreal Capital Management LLC 0 -100,00 0
2026-05-14 13F Us Bancorp \de\ 71 044 -1,96 7 531 -0,13
2026-04-10 13F Sage Investment Advisers LLC 2 463 -8,95 261 -7,12
2026-04-17 13F CENTRAL TRUST Co 3 565 -0,70 378 1,07
2026-05-05 13F BlueChip Wealth Advisors LLC 7 985 -3,27 846 -1,51
2026-04-13 13F Mather Group, Llc. 2 797 -6,30 296 -4,52
2026-03-27 13F Prosperity Wealth Management, Inc. 3 103 -0,29 323 0,63
2026-04-15 13F Curran Financial Partners, LLC 2 182 -15,46 231 -13,81
2026-02-12 13F CIBC Private Wealth Group, LLC 18 720 -5,97 1 948 -5,02
2026-02-11 13F Tiaa Trust, National Association 0 -100,00 0
2026-04-23 13F Harbor Investment Advisory, Llc 7 544 -4,26 800 -2,56
2026-04-15 13F Valley National Advisers Inc 5 175 -7,75 1
2026-05-08 13F Guidance Capital, Inc 4 381 -5,48 469 -7,50
2026-04-30 13F Petix & Botte Co 6 989 -49,90 1 482 2,07
2026-04-27 13F Oxbow Advisors, LLC 0 -100,00 0
2026-05-15 13F Brown Advisory Inc 4 107 -17,11 435 -15,53
2026-04-29 13F Mine & Arao Wealth Creation & Management, LLC. 5 479 -0,02 581 1,75
2026-05-15 13F Morgan Stanley 9 206 273 -4,58 975 957 -2,80
2026-04-24 13F Eagle Bay Advisors LLC 3 557 -5,90 377 -4,07
2026-04-22 13F Spirepoint Private Client, Llc 15 050 -1,89 1 595 -0,06
2026-05-06 13F Centennial Bank/AR/ 14 200 -17,68 1 505 -16,16
2026-02-12 13F BRYN MAWR TRUST Co 0 -100,00 0
2026-05-14 13F Spreng Capital Management, Inc. 6 479 -0,09 687 1,78
2026-02-17 13F SageView Advisory Group, LLC 4 323 -13,23 450 -12,48
2026-04-22 13F Investment Advisory Group, LLC 3 976 -6,67 421 -4,97
2026-05-07 13F Northwestern Mutual Wealth Management Co 127 260 -1,29 13 491 0,55
2026-02-12 13F Grey Fox Wealth Advisors, LLC 0 -100,00 0
2026-05-14 13F Coastal Bridge Advisors, LLC 3 214 -1,44 341 0,29
2026-05-08 13F Pnc Financial Services Group, Inc. 33 136 -31,72 3 513 -30,46
2026-04-15 13F Exchange Traded Concepts, Llc 0 -100,00 0
2026-04-29 13F Navalign, LLC 0 -100,00 0
2026-01-16 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0 -100,00 0 -100,00
2026-05-05 13F Marks Group Wealth Management, Inc 6 068 -4,95 643 -3,16
2026-05-04 13F Archer Investment Corp 19 819 -10,39 2 101 -8,69
2026-01-27 13F Summit Wealth Partners, LLC 0 -100,00 0 -100,00
2026-04-08 13F NorthCrest Asset Manangement, LLC 66 458 -33,20 7 040 -32,69
2026-05-12 13F BOK Financial Private Wealth, Inc. 0 -100,00 0
2026-04-07 13F Legacy Private Trust Co. 72 295 -5,27 7 664 -3,51
2026-05-05 13F Bank of New York Mellon Corp 13 094 -2,36 1 388 -0,50
2026-04-23 13F J.w. Cole Advisors, Inc. 71 367 -3,48 7 566 10,16
2026-05-04 13F Savant Capital, LLC 7 206 -0,68 764 1,06
2026-05-14 13F Jupiter Wealth Management LLC 19 445 -0,15 2 063 -6,53
2026-01-29 13F Comerica Bank 110 121 -4,40 11 460 -3,47
2026-05-13 13F First Trust Advisors Lp 0 -100,00 0
2026-04-15 13F Wealthcare Capital Partners, LLC 7 300 -0,12 774 1,71
2026-05-07 13F MONECO Advisors, LLC 13 311 -8,37 1 411 -6,62
2026-05-12 13F Kovack Advisors, Inc. 44 713 -2,89 4 738 -1,13
2026-04-17 13F Cora Capital Advisors Llc 14 768 -64,41 1 566 -63,76
2026-01-05 13F Chesapeake Asset Management Llc 0 -100,00 0 -100,00
2026-04-21 13F Laurel Oak Wealth Management, Llc 3 085 -12,71 327 -10,90
2026-01-30 13F Citizens Financial Group Inc/ri 0 -100,00 0 -100,00
2026-05-15 13F Change Path, LLC 1 936 -2,32 205 -0,49
2026-05-15 13F Hyundai Investments Co., Ltd. 2 602 -35,45 272 -35,55
2026-02-11 13F United Financial Planning Group LLC 0 -100,00 0
2026-04-23 13F Pathway Financial Advisers, LLC 11 729 -2,88 1 243 -1,04
2026-05-14 13F VestGen Advisors, LLC 0 -100,00 0
2026-04-07 13F Cooper Financial Group 2 144 -3,12 227 -1,30
2026-04-15 13F Paragon Capital Management Ltd 20 805 -21,85 2 206 -20,40
2026-05-14 13F Advisory Alpha, LLC 3 381 -2,23 359 -0,28
2026-05-15 13F Cape Investment Advisory, Inc. 0 -100,00 0
2026-05-04 13F Sigma Planning Corp 26 423 -3,11 2 801 -1,30
2026-05-06 13F Fiscal Wisdom Wealth Management, LLC 10 648 -2,86 1 129 -1,05
2026-05-13 13F/A Jpmorgan Chase & Co 83 711 -27,29 8 762 -26,87
2026-05-12 13F Tocqueville Asset Management L.p. 3 740 -23,12 396 -21,74
2026-02-11 13F OneAscent Financial Services LLC 0 -100,00 0 -100,00
2026-04-17 13F Essex Savings Bank 2 800 -9,68 297 -8,07
2026-05-15 13F Millennium Management Llc 0 -100,00 0
2026-05-12 13F Moneta Group Investment Advisors Llc 10 808 -2,84 1 146 -1,04
2026-05-13 13F Franklin Resources Inc 460 -21,37 49 -20,00
2026-04-13 13F Massmutual Trust Co Fsb/adv 3 534 -15,11 375 -13,63
2026-05-07 13F Cassaday & Co Wealth Management LLC 644 773 -0,85 68 352 0,99
2026-05-15 13F Empowered Funds, LLC 18 216 -8,08 1 931 -6,35
2026-04-20 13F CWA Asset Management Group, LLC 0 -100,00 0
2026-04-20 13F Inscription Capital, LLC 0 -100,00 0
2026-05-11 13F Garton & Associates Financial Advisors LLC 0 -100,00 0
2026-05-15 13F Fiduciary Trust Co 5 332 -3,27 565 -1,40
2026-05-14 13F O'ROURKE & COMPANY, Inc 59 607 -1,59 6 319 0,24
2026-04-28 13F Robertson Stephens Wealth Management, LLC 21 557 -1,72 2 285 0,13
2026-01-23 13F Rede Wealth, LLC 0 -100,00 0 -100,00
2026-04-22 13F Ticino Wealth 60 554 -3,63 7 052 7,83
2026-05-07 13F TCTC Holdings, LLC 0 -100,00 0
2026-05-04 13F Mml Investors Services, Llc 72 503 -2,89 7 686 -1,08
2026-02-17 13F First Manhattan Co 0 -100,00 0
2026-05-16 13F Arete Wealth Advisors, LLC 0 -100,00 0
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-05-15 13F Quest Investment Management Llc 120 387 -7,61 12 762 -5,88
2026-04-16 13F Swisher Financial Concepts, Inc. 5 206 -6,33 552 -4,67
2026-05-14 13F Diversified Enterprises, LLC 4 635 -7,17 491 -5,39
2026-02-09 13F Banco de Sabadell, S.A 0 -100,00 0 -100,00
2026-05-15 13F Summit Financial, LLC 73 632 -1,10 7 806 0,74
2026-04-30 13F Acorn Wealth Advisors, LLC 0 -100,00 0
2026-05-13 13F Mariner, LLC 99 414 -0,82 10 539 1,04
2026-04-15 13F Merit Financial Group, LLC 2 022 -25,41 214 -24,11
2026-04-24 13F DB&C Advisors, LLC 3 026 -8,94 321 -7,25
2026-04-21 13F Cypress Capital Advisors, LLC 57 501 -23,01 6 096 -21,58
2026-05-14 13F Guilbault Capital LLC 4 391 -20,48 465 -18,99
2026-05-14 13F CIBC World Markets Inc. 6 719 -0,93 712 0,99
2026-04-27 13F Qrg Capital Management, Inc. 3 937 -6,95 417 -5,23
2026-05-12 13F One Capital Management, LLC 48 856 -5,80 5 179 -4,04
2026-05-12 13F Benjamin Edwards Inc 53 408 -22,77 5 662 -21,33
2026-04-10 13F Finward Bancorp 15 926 -5,56 1 688 -3,76
2026-04-29 13F Cary Street Partners Financial Llc 7 910 -1,05 839 0,84
2026-04-27 13F Silver Lake Advisory, LLC 16 520 -15,37 1 751 -13,79
2026-04-14 13F Howland Capital Management Llc 3 408 -1,87 361 0,00
2026-05-01 13F Connecticut Wealth Management, LLC 25 334 -3,82 2 686 -2,04
2026-05-15 13F RMB Capital Management, LLC 11 548 -23,59 1 224 -22,14
2026-04-27 13F Truist Financial Corp 141 414 -12,75 14 991 -11,12
2026-05-28 13F Lavelle Capital Lp 4 313 -31,43 457 -30,12
2026-02-06 13F Tortoise Investment Management, LLC 0 -100,00 0 -100,00
2026-04-20 13F Tranquility Partners, LLC 2 475 -1,28 262 0,77
2026-04-24 13F Private Advisor Group, LLC 124 990 -8,18 13 250 -6,47
2026-02-06 13F GPS Wealth Strategies Group, LLC 1 735 -91,22 181 -91,16
2026-02-17 13F Optiver Holding B.V. 0 -100,00 0
2026-05-13 13F/A MWA Asset Management 2 211 -3,53 234 -1,68
2026-04-20 13F KFA Private Wealth Group, LLC 7 387 -2,88 783 -1,01
2026-05-14 13F Gwn Securities Inc. 2 424 -0,74 257 1,18
2026-05-04 13F Carrera Capital Advisors 224 050 -32,83 23 752 -31,57
2026-05-12 13F Circle Wealth Management, LLC 2 464 -4,12 261 -2,25
2026-04-28 13F Flagship Harbor Advisors, Llc 17 186 -0,82 1 822 1,00
2026-04-07 13F Eastern Bank 6 416 -7,36 680 -5,56
2026-02-12 13F Financial Engines Advisors L.L.C. 0 -100,00 0
2026-05-13 13F NewEdge Wealth, LLC 7 987 -1,40 847 0,36
2026-05-28 13F Cozad Asset Management Inc 38 499 -0,99 4 081 0,87
2026-05-05 13F Beaumont Financial Advisors, LLC 6 822 -0,55 723 1,40
2026-04-28 13F ORG Wealth Partners, LLC 4 480 -42,48 475 -41,48
2026-04-22 13F Promethium Advisors,llc 3 200 -5,63 339 -3,69
2026-05-06 13F Modera Wealth Management, LLC 0 -100,00 0
2026-05-12 13F Avant Capital LLC 33 153 -8,15 3 515 -6,44
2026-02-12 13F Hrt Financial Lp 0 -100,00 0
2026-05-14 13F Harvest Investment Services, LLC 10 750 -3,48 1 140 -1,73
2026-05-12 13F Rsm Us Wealth Management Llc 6 670 -1,80 707 -1,12
2026-05-11 13F Wells Fargo & Company/mn 1 816 435 -4,49 192 560 -2,71
2026-01-23 13F Invera Wealth Advisors, LLC 0 -100,00 0 -100,00
2026-04-29 13F Meitav Dash Investments Ltd 2 366 -23,58 251 -22,36
2026-04-24 13F Michels Family Financial, LLC 8 937 -0,62 947 1,28
2026-05-05 13F Atria Investments Llc 8 320 -29,16 882 -27,91
2026-04-24 13F Northwest Financial Advisors 15 829 -0,63 1 678 1,21
2026-05-01 13F Legacy Financial Strategies, LLC 4 331 -3,20 459 -1,29
2026-04-08 13F Moulton Wealth Management, Inc 6 004 -65,07 636 -64,57
2026-05-21 13F Verus Capital Partners, Llc 31 795 -4,49 3 371 -2,71
2026-05-15 13F D. E. Shaw & Co., Inc. 0 -100,00 0
2026-02-17 13F Cahill Financial Advisors Inc 0 -100,00 0 -100,00
2026-04-09 13F DHJJ Financial Advisors, Ltd. 26 314 -6,90 2 790 -5,17
2026-05-01 13F Kraft, Davis & Associates, LLC 73 483 -7,33 7 958 -7,21
2026-05-14 13F Jacobi Capital Management LLC 55 791 -1,86 5 914 -0,03
2026-04-17 13F/A Founders Financial Securities Llc 2 085 -45,59 225 -43,47
2026-05-04 13F Fagan Associates, Inc. 94 932 -1,45 10 064 0,38
2026-05-05 13F UBS Group AG 1 755 257 -1,83 186 075 0,00
2026-05-16 13F Sunbelt Securities, Inc. 4 526 -1,89 480 -0,21
2026-05-13 13F Tiemann Investment Advisors, Llc 0 -100,00 0
2026-04-28 13F Astoria Portfolio Advisors LLC. 3 848 -1,11 416 -5,90
2026-05-15 13F Chokshi & Queen Wealth Advisors, Inc 31 381 -1,59 3 327 0,24
2026-05-13 13F Bienville Capital Management, LLC 9 821 -37,47 1 041 -36,29
2026-05-14 13F Andrews Advisory Associates, LLC 2 882 -8,27 305 -6,44
2026-04-14 13F Prospera Financial Services Inc 39 481 -2,62 4 186 -0,81
2026-04-28 13F Quent Capital, LLC 1 050 -0,47 111 1,83
2026-05-12 13F Ellis Investment Partners, LLC 20 294 -3,08 2 151 -1,28
2026-05-14 13F First Commonwealth Financial Corp /pa/ 18 083 -5,72 1 917 -4,01
2026-05-05 13F Newbridge Financial Services Group, Inc. 62 -62,42 7 -64,71
2026-05-15 13F Quantinno Capital Management LP 20 389 -22,20 2 162 -20,76
2026-04-27 13F Sound Income Strategies, LLC 983 -32,16 104 -34,18
2026-05-11 13F United Capital Management of KS, Inc. 3 173 -3,06 336 -1,18
2026-04-13 13F Newman Dignan & Sheerar, Inc. 26 028 -0,77 2 759 1,10
2026-04-17 13F Sovereign Financial Group, Inc. 4 088 -2,83 433 -0,92
2026-05-15 13F Two Sigma Securities, Llc 0 -100,00 0
2026-04-08 13F Eclectic Associates Inc /adv 5 198 -36,56 551 -35,33
2026-05-15 13F Cerity Partners LLC 99 047 -28,14 10 500 -26,80
2026-01-30 13F Wealthstar Advisors, Llc 0 -100,00 0 -100,00
2026-04-10 13F Financial Partners Group, Inc 17 358 -54,17 1 840 -55,82
2026-05-15 13F Bank Of America Corp /de/ 4 432 858 -4,81 469 927 -3,03
2026-04-24 13F Syntax Research, Inc. 55 761 -2,51 5 911 -0,69
2026-04-27 13F Pensionmark Financial Group, Llc 61 825 -1,22 6 554 0,63
2026-05-01 13F Global Assets Advisory, LLC 0 -100,00 0
2026-05-14 13F Pinnacle Financial Partners, Inc. 23 196 -1,21 2 460 0,65
2026-04-27 13F Albion Financial Group /ut 31 -99,17 3 -99,22
2026-05-08 13F Sound Financial Strategies Group, LLC 11 185 -15,50 1 186 -13,94
2026-05-12 13F Dearborn Partners Llc 0 -100,00 0
2026-04-14 13F Nbc Securities, Inc. 9 726 -0,16 1 031 1,78
2026-02-17 13F Glenmede Trust Co Na 2 028 -19,30 211 -17,58
2026-04-23 13F Kerntke Otto McGlone Wealth Management Group 7 410 -1,25 786 0,64
2026-05-08 13F Moors & Cabot, Inc. 27 254 -2,56 2 889 -0,72
2026-05-12 13F Thoroughbred Financial Services, Llc 24 861 -7,18 3 0,00
2026-05-05 13F PFG Advisors 2 494 -1,58 264 0,38
2026-05-15 13F Silvercrest Asset Management Group Llc 3 825 -98,52 405 -98,49
2026-04-17 13F James J. Burns & Company, LLC 5 334 -0,34 565 1,44
2026-04-17 13F Atlas Brown,Inc. 21 975 -2,49 2 330 -0,68
2026-04-28 13F Westfuller Advisors, LLC 1 020 -35,36 108 -34,15
2026-04-15 13F Optivise Advisory Services LLC 3 700 -27,25 392 -25,90
2026-05-14 13F Wealth Alliance 5 598 -1,08 593 0,85
2026-01-30 13F Pure Portfolios Holdings Llc 25 517 -0,77 2 656 0,19
2026-05-12 13F IFG Advisory, LLC 0 -100,00 0
2026-04-27 13F Latitude Advisors, LLC 5 653 -5,52 599 -3,70
2026-05-01 13F Wealthspire Advisors, LLC 464 941 -2,32 49 288 -0,49
2026-04-14 13F Jeppson Wealth Management, Llc 9 548 -3,80 1 012 -1,94
2026-05-07 13F Cutler Investment Counsel Llc 31 882 -1,07 3 380 0,78
2026-05-14 13F Gladstone Institutional Advisory LLC 17 681 -1,80 1 874 0,05
2026-04-27 13F Three Cord True Wealth Management, LLC 27 935 -0,39 2 961 1,47
2026-04-28 13F Stephens Inc /ar/ 9 405 -44,42 997 -43,38
2026-04-20 13F McKinley Carter Wealth Services, Inc. 2 451 -31,82 260 -30,75
2026-04-24 13F Yousif Capital Management, Llc 18 969 -52,00 2 011 -53,05
2026-05-13 13F Kingdom Financial Group LLC. 37 560 -0,55 3 982 1,30
2026-04-22 13F Apollon Financial, LLC 44 223 -0,52 4 688 1,34
2026-05-13 13F Signature Equity Partners, LLC 35 -25,53 4 -25,00
2026-05-05 13F HighTower Advisors, LLC 144 844 -1,01 15 355 0,84
2026-04-16 13F Toth Financial Advisory Corp 174 026 -1,15 18 449 0,69
2026-05-08 13F Creekmur Asset Management LLC 0 -100,00 0
2026-04-27 13F PFG Investments, LLC 30 319 -2,23 3 214 -0,40
2026-05-26 13F Summit Financial Wealth Advisors, LLC 255 491 -1,29 27 085 0,55
2026-02-10 13F Arcadia Investment Management Corp/mi 0 -100,00 0
2026-04-20 13F Concurrent Investment Advisors, LLC 0 -100,00 0 -100,00
2026-05-19 13F Western Wealth Management, LLC 3 983 -7,29 422 -5,59
2026-04-13 13F Enclave Advisors LLC 9 332 -4,13 989 -2,27
2026-05-14 13F We Are One Seven, LLC 19 503 -6,33 2 068 -4,57
2026-04-29 13F Sanchez Wealth Management Group 17 212 -11,70 1 825 -10,06
2026-05-06 13F Simon Quick Advisors, Llc 0 -100,00 0
2026-04-24 13F Root Financial Partners, LLC 4 -99,73 0 -100,00
2026-05-15 13F Advisor Group Holdings, Inc. 440 873 -5,14 46 753 -3,37
2026-05-13 13F AE Wealth Management LLC 2 676 -16,61 284 -15,02
2026-05-12 13F Investor's Fiduciary Advisor Network, LLC 18 722 -5,52 2 -50,00
2026-05-14 13F Marble Wealth, LLC 37 894 -47,91 4 017 -46,94
2026-05-11 13F Aptus Capital Advisors, LLC 5 651 -63,23 599 -62,54
2026-05-14 13F Joseph P. Lucia & Associates, LLC 78 021 -1,19 8 271 0,65
2026-04-09 13F ASL Financial, LLC 6 876 -0,22 729 1,53
2026-04-30 13F Donaldson Capital Management, Llc 15 978 -6,59 1 694 -4,89
2026-05-15 13F Clark Capital Management Group, Inc. 0 -100,00 0
2026-03-03 13F NWF Advisory Services Inc. 0 -100,00 0
2026-04-21 13F Gilpin Wealth Management, Llc 2 585 -7,51 274 -5,52
2026-05-15 13F Qube Research & Technologies Ltd 0 -100,00 0
2026-05-13 13F Lido Advisors, LLC 19 910 -9,19 2 111 -7,09
2026-02-13 13F Kane Investment Management, Inc. 0 -100,00 0
2026-05-14 13F HighPoint Advisor Group LLC 29 836 -1,31 3 163 0,51
2026-05-05 13F Cherry Tree Wealth Management, LLC 2 043 -9,44 217 -7,69
2026-02-17 13F Capitolis Liquid Global Markets LLC 0 -100,00 0
2026-05-15 13F Advisory Services Network, LLC 25 200 -2,85 2 671 -1,04
2026-04-27 13F Koshinski Asset Management, Inc. 36 857 -3,24 3 907 -1,44
2026-04-13 13F IFP Advisors, Inc 8 026 -24,33 851 -22,94
2026-05-13 13F Freestone Capital Holdings, LLC 3 383 -2,17 359 -0,28
2026-05-05 13F Harel Insurance Investments & Financial Services Ltd. 3 597 -7,70 0
2026-01-23 13F Financial Connections Group, Inc. 0 -100,00 0
2026-04-16 13F Brookstone Capital Management 66 244 -10,77 7 022 -9,11
2026-04-24 13F Balentine LLC 23 495 -1,35 2 491 0,48
2026-04-10 13F Waldron Private Wealth LLC 2 324 -9,18 246 -7,52
2026-05-14 13F Aft, Forsyth & Company, Inc. 3 173 -6,76 336 -5,08
2026-05-11 13F Foundations Investment Advisors, LLC 5 020 -93,51 532 -93,39
2026-05-15 13F Susquehanna International Group, Llp 34 336 -23,62 3 640 -22,21
2026-01-27 13F Stillwater Wealth Management Group 0 -100,00 0 -100,00
2026-04-16 13F Consolidated Planning Corp 0 -100,00 0
2026-04-10 13F McCollum Christoferson Group LLC 0 -100,00 0
2026-05-13 13F PKS Advisory Services, LLC 10 239 -30,63 1 085 -29,36
2026-04-08 13F Capital Advisors Wealth Management, LLC 2 439 -14,93 259 -13,42
2026-05-04 13F Kellett Schaffner Wealth Advisors LLC 7 178 -1,37 761 0,40
2026-05-08 13F Macroview Investment Management Llc 19 036 -2,59 2 018 -0,74
2026-05-15 13F Turim 21 Investimentos Ltda. 0 -100,00 0
2026-01-12 13F Shira Ridge Wealth Management 0 -100,00 0 -100,00
2026-05-05 13F Putnam Fl Investment Management Co 3 592 -17,43 381 -15,93
2026-05-12 13F ForthRight Wealth Management, LLC 171 248 -7,87 18 154 -6,16
2026-04-15 13F Lighthouse Financial Services Inc /adv 6 063 -1,97 653 1,40
2026-05-27 13F Allen Capital Group, LLC 36 423 -2,43 3 861 -0,62
2026-05-07 13F Coastwise Capital Group, LLC 0 -100,00 0
2026-04-17 13F AdvisorNet Financial, Inc 2 482 -49,86 263 -48,93
2026-02-17 13F Main Street Financial Solutions, LLC 0 -100,00 0
2026-04-27 13F Commonwealth Equity Services, Llc 0 -100,00 0 -100,00
2026-05-11 13F Guardian Capital, LLC 2 747 -12,74 291 -11,01
2026-04-17 13F Wealthbridge Capital Management, Llc 15 543 -2,77 1 648 -0,96
2026-04-22 13F Coston, McIsaac & Partners 87 636 -3,15 9 0,00
2026-04-09 13F Key Client Fiduciary Advisors, LLC 5 925 -1,64 628 0,32
2026-04-06 13F Karras Company, Inc. 3 849 -0,54 408 1,49
2026-01-30 13F Renasant Bank 0 -100,00 0 -100,00
2026-04-22 13F Apollon Wealth Management, LLC 24 125 -16,85 2 558 -15,30
2026-05-22 13F WNY Asset Management, LLC 2 132 -85,67 226 -85,26
2026-04-15 13F LongView Wealth Management 3 918 -3,35 422 -3,44
2026-04-10 13F Wealth Group Ltd 26 551 -2,92 2 814 -1,16
2026-05-15 13F/A Independent Financial Group, Llc 20 373 -4,10 2 160 -2,35
2026-02-18 13F Financial Advisory Service, Inc. 6 946 -1,45 723 -0,55
2026-02-13 13F Ieq Capital, Llc 0 -100,00 0
2026-04-10 13F Benin Management CORP 6 725 -5,28 713 -3,52
2026-02-10 13F Evolution Wealth Management Inc. 0 -100,00 0 -100,00
2026-04-20 13F Provenance Wealth Advisors, LLC 5 800 -3,17 615 -1,44
2026-04-22 13F Clear Creek Financial Management, LLC 3 308 -4,00 351 -2,23
2026-04-28 13F Cypress Capital, LLC 66 649 -25,72 7 065 -24,33
2026-05-14 13F Mission Creek Capital Partners, Inc. 9 292 -9,21 985 -7,51
2026-04-16 13F Annex Advisory Services, LLC 5 075 -11,11 538 -9,43
2026-04-30 13F Roman Butler Fullerton & Co 40 043 -7,38 4 319 -8,84
2026-05-05 13F Premier Financial Group 0 -100,00 0
2026-02-13 13F Oarsman Capital, Inc. 0 -100,00 0
2026-04-22 13F Spire Wealth Management 1 437 -2,44 152 -0,65
2026-04-20 13F Dagco, Inc. 2 175 -9,38 231 -7,63
2026-05-13 13F BTS Asset Management, Inc. 2 841 -1,39 301 0,33
2026-05-13 13F WealthCollab, LLC 0 -100,00 0
2026-05-08 13F Prime Capital Investment Advisors, LLC 47 424 -5,50 5 027 -3,73
2026-04-30 13F Stablepoint Partners, LLC 2 755 -2,72 292 -0,68
2026-05-11 13F Eldridge Investment Advisors, Inc. 5 719 -69,38 606 -68,81
2026-04-29 13F Carnegie Lake Advisors LLC 22 954 -12,70 2 433 -11,07
2026-05-01 13F Guardian Wealth Advisors, LLC 0 -100,00 0
2026-05-06 13F Hershey Financial Advisers, LLC 0 -100,00 0
2026-05-15 13F Equitable Holdings, Inc. 144 674 -6,71 15 056 -6,71
2026-04-28 13F Stratos Wealth Partners, LTD. 37 226 -3,10 3 946 -1,30
2026-04-17 13F RFG Advisory, LLC 0 -100,00 0
2026-05-22 13F Coastline Complete Wealth LLC 25 068 -44,56 2 657 -43,53
2026-05-12 13F Summit Trail Advisors, Llc 0 -100,00 0
2026-04-16 13F Tactive Advisors, LLC 16 185 -7,11 1 716 -5,41
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 426 824 -8,23 45 -6,25
2026-05-13 13F May Barnhard Investments LLC 12 856 -3,10 1 363 -1,30
2026-05-14 13F Neuberger Berman Group LLC 264 681 -4,94 28 059 -3,17
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-01-12 13F Heartwood Wealth Advisors LLC 0 -100,00 0 -100,00
2026-05-14 13F Bright Financial Advisors, Inc. 16 799 -1,21 1 781 0,62
2026-04-14 13F Focus Financial Network, Inc. 6 671 -19,02 707 -17,50
2026-05-14 13F Hilltop Holdings Inc. 3 466 -8,31 367 -6,62
2026-02-13 13F Atlas Capital Advisors Llc 0 -100,00 0
2026-05-06 13F LPL Financial LLC 3 025 065 -2,94 320 687 -1,13
2026-05-14 13F Raymond James Financial Inc 1 738 196 -6,58 184 266 -4,84
2026-05-14 13F Atomi Financial Group, Inc. 14 327 -0,56 1 519 1,27
2026-04-27 13F HB Wealth Management, LLC 7 611 -9,11 807 -7,46
2026-04-28 13F WESPAC Advisors, LLC 0 -100,00 0
2026-05-13 13F Federation des caisses Desjardins du Quebec 5 357 -0,83 568 0,89
2026-01-20 13F Wall Street Access Asset Management, LLC 0 -100,00 0 -100,00
2026-02-06 13F Global Retirement Partners, LLC 38 732 -5,43 4 031 -4,52
2026-05-01 13F Concord Wealth Partners 38 497 -0,86 4 081 1,01
2026-04-17 13F Watershed Private Wealth Llc 0 -100,00 0
2026-04-08 13F High Point Wealth Management, LLC 11 323 -13,94 1 200 -12,34
2026-05-12 13F Ameritas Advisory Services, LLC 5 292 -16,07 561 -14,63
2026-05-07 13F Confluence Wealth Services, Inc. 7 626 -0,26 808 1,64
2026-05-06 13F Sound View Wealth Advisors Group, LLC 20 165 -1,15 2 138 0,71
2026-05-04 13F 1st Source Bank 5 620 -40,37 596 -39,29
2026-04-30 13F Valued Wealth Advisors LLC 293 -1,01 31 3,33
2026-05-15 13F Mercer Global Advisors Inc /adv 78 184 -36,55 8 288 -30,56
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 2 004 -12,11 212 -10,55
2026-05-15 13F IHT Wealth Management, LLC 37 366 -18,13 3 961 -16,59
2026-04-28 13F DGS Capital Management, LLC 2 901 -6,81 308 -4,95
2026-05-15 13F Walsh & Associates, LLC 10 537 -2,29 1 117 -0,53
2026-04-27 13F Tsfg, Llc 637 -2,45 0
2026-02-13 13F Pine Valley Investments Ltd Liability Co 4 758 -4,03 495 -3,13
2026-05-13 13F Transcend Wealth Collective, Llc 69 114 -2,14 7 327 -0,31
2026-05-15 13F Ameriprise Financial Inc 455 619 -14,45 48 300 -12,85
2026-05-13 13F SRS Capital Advisors, Inc. 1 615 -45,25 171 -44,30
2026-03-19 13F Painted Porch Advisors LLC 0 -100,00 0
2026-04-24 13F KPP Advisory Services LLC 26 801 -6,68 2 841 -4,92
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-01-28 13F Cornerstone National Bank & Trust Co 0 -100,00 0 -100,00
2026-05-13 13F Brinker Capital Investments, LLC 5 705 -13,18 605 -11,57
2026-05-08 13F Comprehensive Financial Consultants Institutional, Inc. 20 240 -18,42 2 146 -16,89
2026-04-13 13F BKA Wealth Consulting, Inc. 3 510 -3,47 372 -1,59
2026-04-29 13F CFS Investment Advisory Services, LLC 94 463 -5,17 10 279 -0,85
2026-05-05 13F D.a. Davidson & Co. 73 986 -0,66 7 843 1,19
2026-04-21 13F Keystone Financial Services, LLC 3 875 -1,05 411 0,74
2026-04-23 13F Financial & Tax Architects, LLC 71 692 -19,15 7 600 -17,64
2026-04-15 13F Dedeker Financial LLC 0 -100,00 0
2026-05-14 13F August Group Capital Ltd 0 -100,00 0
2026-05-05 13F Kickstand Ventures, Llc. 6 545 -1,50 694 0,29
2026-05-15 13F United Capital Financial Advisers, Llc 120 828 -3,48 12 805 -1,71
2026-04-29 13F BEAM Asset Management, LLC 20 088 -1,26 2 130 0,57
2026-04-15 13F Fifth Third Securities, Inc. 26 006 -3,04 2 757 -1,25
2026-05-11 13F Daymark Wealth Partners, Llc 15 902 -12,02 1 686 -10,42
2026-04-20 13F Heritage Wealth Management, Inc. 5 974 -1,57 633 0,32
2026-04-22 13F Crew Capital Management, Ltd. 0 -100,00 0
2026-05-08 13F Atlantic Family Wealth, Llc 3 434 -2,64 364 -0,82
2026-04-14 13F Kozak & Associates, Inc. 7 025 -4,45 756 -4,07
2026-05-01 13F Mowery & Schoenfeld Wealth Management, LLC 24 506 -3,05 2 598 -1,25
2026-04-07 13F Park Avenue Securities Llc 8 221 -52,04 1 -100,00
2026-05-15 13F Nikulski Financial, Inc. 3 492 -69,33 370 -68,75
2026-05-14 13F Cambria Investment Management, L.P. 18 216 -6,91 1 931 -5,16
2026-01-26 13F Northwest Capital Management Inc 0 -100,00 0 -100,00
2026-04-13 13F Sherman Wealth Management LLC 2 544 -11,24 270 -9,73
2026-04-08 13F Sapient Capital Llc 0 -100,00 0
2026-05-11 13F Strategic Wealth Designers 5 780 -3,57 613 -1,77
2026-04-29 13F Red Crane Wealth Management, Llc 4 092 -23,94 434 -22,54
2026-05-19 13F Paragon Private Wealth Management, LLC 7 998 -9,14 848 -7,53
2026-04-27 13F Allied Investment Advisors, LLC 12 602 -18,83 1 336 -17,34
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