SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF – Własność instytucjonalna – Sprzedawcy

iShares Trust - iShares 1-3 Year Treasury Bond ETF
US ˙ NasdaqGM ˙ US4642874576

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.

Zaktualizujaby odblokować dane premii.

Data pliku Źródło Inwestor Typ Średnia cena
(Est)
Akcje Akcje; Δ 
(%)
Zgłoszono
Wartość
($1000)
Wartość; Δ 
(%)
Przydział portu
(%)
2026-05-20 13F Hobbs Group Advisors, LLC 11 258 -10,81 930 -11,10
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 441 671 -22,18 31 914 -32,17
2026-05-11 13F F/M Investments LLC 7 610 -1,55 619 -3,44
2026-05-13 13F Kovitz Investment Group Partners, LLC 243 150 -1,42 20 077 -1,72
2026-05-14 13F Van Hulzen Asset Management, LLC 52 467 -14,98 4 332 -15,23
2026-04-16 13F Financial Management Network Inc 37 735 -1,46 3 111 -1,99
2026-04-27 13F Taylor, Cottrill, Erickson & Associates, Inc. 0 -100,00 0
2026-02-19 13F CBM Financial, LLC 0 -100,00 0
2026-05-13 13F Transcend Wealth Collective, Llc 18 861 -8,44 1 557 -8,73
2026-04-28 13F Robertson Stephens Wealth Management, LLC 7 734 -63,19 639 -63,31
2026-05-14 13F Level Four Advisory Services, Llc 34 717 -3,91 2 867 -4,21
2026-05-14 13F Hara Capital LLC 0 -100,00 0
2026-05-11 13F Per Stirling Capital Management, LLC. 0 -100,00 0
2026-04-20 13F Obermeyer Wood Investment Counsel, Lllp 9 218 -5,79 761 -6,05
2026-04-22 13F MFA Wealth Services 52 343 -7,23 4 322 -7,51
2026-04-16 13F Stanley-Laman Group, Ltd. 4 777 -0,25 394 -0,51
2026-04-20 13F Jfs Wealth Advisors, Llc 106 582 -6,11 8 800 -6,39
2026-05-04 13F Element Wealth, LLC 16 422 -0,98 1 356 -1,31
2026-04-13 13F Bank of New Hampshire 538 -11,95 44 -12,00
2026-04-29 13F Harbour Capital Advisors, LLC 4 745 -29,91 392 -30,18
2026-02-12 13F Absolute Capital Management, LLC 0 -100,00 0
2026-05-04 13F Bleakley Financial Group, LLC 883 398 -1,04 72 942 -1,34
2026-02-12 13F Gould Capital, LLC 0 -100,00 0
2026-04-17 13F Baker Ellis Asset Management LLC 7 226 -1,37 597 -1,65
2026-05-15 13F United Capital Financial Advisers, Llc 199 938 -21,81 16 505 -22,07
2026-05-06 13F Angeles Wealth Management, Llc 94 954 -13,38 7 840 -13,65
2026-05-13 13F D L Carlson Investment Group Inc 2 438 -1,57 201 -1,95
2026-05-13 13F Forum Private Client Group LLC 4 441 -11,09 367 -11,38
2026-05-14 13F Ted Buchan & Co 24 829 -83,12 2 050 -83,17
2026-05-13 13F Allred Capital Management, LLC 9 096 -1,54 751 -1,96
2026-04-28 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 46 145 -10,28 3 809 -10,57
2026-05-13 13F American Investment Services, Inc. 33 825 -3,95 2 793 -4,25
2026-05-15 13F Charles Schwab Investment Management Inc 1 222 342 -0,63 100 929 -0,93
2026-04-13 13F Hudson Capital Management LLC 0 -100,00 0
2026-04-29 13F Kaydan Wealth Management, Inc. 0 -100,00 0
2026-04-16 13F Spectrum Planning & Advisory Services Inc. 0 -100,00 0
2026-04-15 13F Capital Advisory Group Advisory Services, LLC 0 -100,00 0
2026-05-14 13F Morse Asset Management, Inc 0 -100,00 0
2026-05-04 13F HBW Advisory Services LLC 0 -100,00 0
2026-02-26 13F Ssa Swiss Advisors Ag 11 082 -46,37 918 -46,50
2026-04-30 13F Beirne Wealth Consulting Services, LLC 0 -100,00 0
2026-05-08 13F Prime Capital Investment Advisors, LLC 5 662 -10,20 468 -10,54
2026-05-15 13F Citadel Advisors Llc 0 -100,00 0 -100,00
2026-05-21 13F Raab & Moskowitz Asset Management LLC 6 325 -1,16 522 -1,32
2026-05-15 13F Quarry LP 0 -100,00 0
2026-04-30 13F Private Trust Co Na 5 896 -17,93 487 -18,18
2026-05-14 13F Atomi Financial Group, Inc. 41 874 -6,94 3 458 -7,22
2026-04-20 13F Cushing Capital Partners, LLC 0 -100,00 0
2026-03-12 13F Vericrest Private Wealth 0 -100,00 0
2026-05-15 13F Headinvest, Llc 26 776 -2,24 2 211 -2,56
2026-05-11 13F Citigroup Inc 834 633 -39,12 68 916 -39,30
2026-05-14 13F Dorsey & Whitney Trust CO LLC 5 253 -25,35 434 -25,60
2026-05-08 13F Bokf, Na 0 -100,00 0
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-04-28 13F Flagship Harbor Advisors, Llc 11 309 -0,68 934 -1,06
2026-04-27 13F PFG Investments, LLC 18 784 -8,23 1 551 -8,55
2026-04-14 13F American State Bank (Iowa) 0 -100,00 0
2026-05-14 13F Us Bancorp \de\ 765 280 -1,86 63 189 -2,15
2026-05-06 13F Windward Private Wealth Management Inc. 3 800 -15,87 314 -16,31
2026-06-02 13F/A Parallel Advisors, LLC 0 -100,00 0 -100,00
2026-05-15 13F Independent Family Office, LLC 13 754 -1,60 1 136 -1,90
2026-01-22 13F Vista Investment Partners Ii, Llc 0 -100,00 0
2026-04-09 13F Camelot Technology Advisors, Inc. 20 119 -12,66 1 661 -12,90
2026-04-09 13F TruWealth Advisors, LLC 2 684 -5,09 222 -5,56
2026-05-13 13F Parkside Financial Bank & Trust 1 255 -13,75 104 -14,17
2026-04-28 13F Walser Wealth Management Company, A Ltd Liability Co 3 325 -23,21 275 -23,46
2026-04-28 13F Tempus Wealth Planning, LLC 3 880 -5,89 320 -6,16
2026-04-03 13F Ridgewood Investments LLC 0 -100,00 0
2026-04-21 13F Spectrum Asset Management, Inc. (NB/CA) 0 -100,00 0
2026-04-08 13F Dynamic Advisor Solutions LLC 244 153 -6,90 20 160 -7,19
2026-05-12 13F IFG Advisory, LLC 0 -100,00 0
2026-05-15 13F CI Private Wealth, LLC 355 543 -0,91 29 171 -1,83
2026-05-01 13F Patten & Patten Inc/tn 83 352 -4,67 6 882 -4,96
2026-05-08 13F Glenview Trust Co 70 044 -0,06 5 784 -0,36
2026-05-07 13F VisionPoint Advisory Group, LLC 78 270 -40,54 6 463 -40,73
2026-04-30 13F DMG Group, LLC 6 814 -2,77 563 -3,10
2026-04-30 13F Beacon Financial Group 8 664 -90,07 715 -90,10
2026-05-04 13F MEMBERS Trust Co 105 463 -4,35 8 708 -4,63
2026-05-13 13F BlackRock, Inc. 11 690 655 -14,12 965 297 -14,38
2026-05-05 13F Putnam Fl Investment Management Co 114 331 -6,20 9 440 -6,48
2026-05-06 13F Broyhill Asset Management 81 724 -20,44 6 748 -20,69
2026-04-21 13F Trevian Wealth Management LLC 0 -100,00 0
2026-04-27 13F Koshinski Asset Management, Inc. 6 918 -19,30 571 -19,58
2026-04-10 13F Bouvel Investment Partners, LLC 76 128 -2,15 6 286 -2,45
2026-04-23 13F SevenBridge Financial Group, LLC 79 151 -3,74 6 532 -4,15
2026-05-12 13F Finer Wealth Management, Inc. 17 313 -14,89 1 430 -15,14
2026-05-15 13F Eagle Global Advisors Llc 47 205 -87,50 3 898 -87,54
2026-04-07 13F Blueline Advisors Llc 2 450 -43,23 202 -43,42
2026-04-22 13F HFG Wealth Management, LLC 5 836 -3,78 482 -4,18
2026-05-06 13F Crescent Grove Advisors, LLC 48 806 -6,47 4 030 -6,76
2026-04-22 13F Essential Planning, LLC. 34 459 -4,63 2 845 -4,91
2026-05-15 13F Morgan Stanley 22 530 443 -15,45 1 860 339 -15,70
2026-04-13 13F Invariant Investment Management 106 422 -0,81 8 773 -1,27
2026-05-04 13F Wsfs Capital Management, Llc 5 346 -5,28 441 -5,57
2026-04-13 13F ONE Advisory Partners, LLC 0 -100,00 0
2026-01-29 13F Comerica Bank 362 866 -12,53 30 053 -12,67
2026-05-01 13F Win Advisors, Inc 0 -100,00 0
2026-05-15 13F/A Prepared Retirement Institute LLC 53 296 -1,69 4 401 -1,98
2026-04-28 13F Berger Financial Group, Inc 9 018 -0,97 745 -1,33
2026-01-06 13F Fulcrum Equity Management 0 -100,00 0
2026-05-14 13F Spectrum Strategic Capital Management, LLC 106 551 -0,73 8 798 -1,03
2026-05-11 13F West Wealth Group, LLC 0 -100,00 0
2026-05-26 13F Peak Planning Group, LLC 0 -100,00 0 -100,00
2026-02-05 13F Idaho Trust Bank 0 -100,00 0 -100,00
2026-05-14 13F Delos Wealth Advisors, LLC 0 -100,00 0
2026-05-05 13F SOUTH STATE Corp 387 632 -3,62 32 007 -3,91
2026-01-08 13F Spartan Planning & Wealth Management 0 -100,00 0
2026-05-07 13F MidAtlantic Capital Management, Inc. 0 -100,00 0
2026-02-03 13F Farmers & Merchants Investments Inc 0 -100,00 0
2026-05-22 13F WNY Asset Management, LLC 3 981 -25,52 329 -25,96
2026-05-05 13F Quartz Partners, LLC 4 191 -10,35 346 -10,59
2026-05-12 13F Strategic Wealth Partners, Ltd. 6 240 -32,75 515 -32,94
2026-04-10 13F Lake Hills Wealth Management, LLC 80 619 -64,81 6 657 -64,92
2026-04-28 13F Ntv Asset Management Llc 24 223 -0,09 2 000 -0,35
2026-05-12 13F Creative Planning 141 791 -9,02 11 708 -9,30
2026-04-07 13F Eastern Bank 367 -73,01 30 -73,21
2026-05-15 13F Mercer Global Advisors Inc /adv 161 498 -12,45 13 335 -12,72
2026-04-02 13F Noble Wealth Management PBC 5 393 -19,10 445 -19,38
2026-05-08 13F Burke & Herbert Bank & Trust Co 8 093 -5,87 668 -6,18
2026-05-04 13F Procyon Private Wealth Partners, LLC 241 420 -11,64 19 934 -11,90
2026-04-09 13F Secure Asset Management, LLC 4 421 -0,16 365 -0,27
2026-02-13 13F Pine Valley Investments Ltd Liability Co 0 -100,00 0
2026-04-28 13F K.J. Harrison & Partners Inc 23 200 -0,47 1 916 -0,78
2026-04-30 13F Sequoia Financial Advisors, LLC 18 220 -25,43 1 504 -25,65
2026-05-15 13F Alliancebernstein L.p. 299 915 -25,73 24 839 -25,73
2026-02-12 13F Grey Fox Wealth Advisors, LLC 0 -100,00 0
2026-04-28 13F Integrated Advisors Network LLC 51 255 -27,47 4 232 -27,68
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 4 165 -0,07 344 -0,58
2026-04-29 13F Childress Capital Advisors, Llc 0 -100,00 0
2026-04-17 13F IFC & Insurance Marketing, Inc. 3 549 -24,52 293
2026-05-16 13F Sunbelt Securities, Inc. 2 978 -1,13 246 -1,61
2026-05-13 13F Mizuho Markets Cayman LP 650 000 -55,85 53 670 -55,98
2026-05-11 13F Aptus Capital Advisors, LLC 105 038 -47,13 8 673 -47,30
2026-05-06 13F Topel & Distasi Wealth Management, LLC 42 967 -0,46 3 548 -0,78
2026-05-13 13F Invst, LLC 7 941 -8,76 656 -9,03
2026-05-04 13F First Foundation Advisors 8 348 -9,01 689 -9,22
2026-01-30 13F Activest Wealth Management 0 -100,00 0
2026-05-05 13F West Paces Advisors Inc. 14 151 -12,52 1 168 -12,77
2026-04-16 13F Capital Investment Advisors, LLC 11 997 -4,88 991 -5,17
2026-05-13 13F Park Square Financial Group, LLC 125 -77,80 10 -78,26
2026-05-05 13F NerdWallet Wealth Partners, LLC 103 691 -7,12 8 562 -7,41
2026-05-15 13F Amundi 669 900 -0,04 55 314 -0,35
2026-05-11 13F COFG Advisors, LLC 29 584 -3,38 2 443 -3,67
2026-05-04 13F Savant Capital, LLC 7 394 -16,87 611 -17,12
2026-04-29 13F Koa Wealth Management, LLC 66 763 -3,31 5 513 -3,60
2026-05-01 13F Beverly Hills Private Wealth, LLC 3 439 -44,10 284 -44,40
2026-04-24 13F James Investment Research Inc 122 478 -2,80 10 113 -3,10
2026-02-05 13F Maxele Advisors, LLC 18 778 -0,18 1 555 -0,32
2026-04-02 13F Marex Group plc 42 462 -15,08 3 513 -14,32
2026-01-14 13F ORG Partners LLC 11 011 -3,60 912 -3,39
2026-04-14 13F Family Wealth Partners, Llc 27 132 -6,80 2 240 -7,05
2026-02-03 13F D.B. Root & Company, LLC 0 -100,00 0
2026-05-13 13F Clearbridge Investments, LLC 8 082 -0,04 667 -0,30
2026-04-08 13F Evanson Asset Management, LLC 12 809 -8,66 1 058 -8,96
2026-01-29 13F Financial Life Planners 0 -100,00 0
2026-04-13 13F Chesley Taft & Associates LLC 30 410 -4,85 2 511 -5,14
2026-04-21 13F Pinnacle Associates Ltd 4 700 -6,09 388 -6,28
2026-05-05 13F Napier Financial, LLC 83 257 -0,46 6 875 -0,77
2026-05-14 13F Mizuho Markets Americas Llc 25 888 -98,49 2 138 -98,49
2026-04-28 13F Woodard & Co Asset Management Group Inc /adv 3 296 -2,31 272 -2,51
2026-05-06 13F Elyxium Wealth, LLC 0 -100,00 0
2026-05-15 13F Lazard Asset Management Llc 17 392 -2,62 1 436 -2,91
2026-05-12 13F Bear Mountain Capital, Inc. 379 -18,32 31 -18,42
2026-05-15 13F SIMA Wealth Partners, LLC 1 620 -21,01 134 -21,30
2026-02-17 13F SageView Advisory Group, LLC 14 034 -9,63 1 162 -9,78
2026-04-01 13F Vigilare Wealth Management 0 -100,00 0
2026-02-18 13F EP Wealth Advisors, Inc. 0 -100,00 0
2026-04-27 13F Lodestar Private Asset Management Llc 18 698 -4,75 1 544 -5,05
2026-05-12 13F Cascade Financial Partners, LLC 93 900 -40,55 7 753 -40,73
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0
2026-04-23 13F Willis Johnson & Associates, Inc. 5 313 -47,26 439 -47,48
2026-02-03 13F Vantage Financial Partners, LLC 5 915 -4,84 490 -5,05
2026-04-21 13F Avaii Wealth Management, Llc 3 564 -3,88 294 -4,23
2026-05-15 13F Susquehanna International Group, Llp 44 890 -63,06 3 707 -63,18
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 2 142 -46,64 177 -46,99
2026-05-11 13F Ewing Morris & Co. Investment Partners Ltd. 0 -100,00 0
2026-05-21 13F Verus Capital Partners, Llc 21 986 -2,26 1 815 -2,52
2026-04-30 13F Stronghold Wealth Management L.L.C. 15 889 -2,50 1 312 -2,82
2026-05-05 13F Steel Peak Wealth Management LLC 13 624 -1,62 1 125 -1,92
2026-04-27 13F Pensionmark Financial Group, Llc 114 008 -2,08 9 414 -2,39
2026-04-23 13F Harbor Investment Advisory, Llc 38 603 -25,45 3 187 -25,68
2026-05-06 13F Atlantic Trust, LLC 4 205 -12,76 347 -13,03
2026-04-29 13F Addison Capital Co 7 028 -1,98 580 -2,19
2026-05-18 13F Edgestream Partners, L.P. 12 562 -78,56 1 037 -78,62
2026-05-04 13F New Wave Wealth Advisors Llc 2 467 -76,56 204 -76,69
2026-05-13 13F BCJ Capital Management, LLC 36 876 -11,35 3 045 -11,64
2026-05-14 13F Gts Securities Llc 6 344 -91,87 524 -91,90
2026-05-04 13F Copia Wealth Management 1 429 -42,36 118 -42,93
2026-04-29 13F CVA Family Office, LLC 4 069 -27,66 336 -27,96
2026-05-04 13F Checchi Capital Advisers, LLC 65 968 -0,46 5 447 -0,77
2026-04-09 13F Pacifica Partners Inc. 20 -83,05 2 -88,89
2026-05-08 13F Core Wealth Partners LLC 4 011 -0,77 331 -0,90
2026-04-24 13F Capital Asset Advisory Services LLC 6 220 -1,19 514 -1,54
2026-05-15 13F MAI Capital Management 124 653 -35,55 10 293 -35,74
2026-05-13 13F Tiemann Investment Advisors, Llc 4 150 -19,42 343 -19,72
2026-04-13 13F St Germain D J Co Inc 943 -9,59 78 -10,47
2026-04-16 13F SG Americas Securities, LLC 7 925 -36,15 1 -100,00
2026-04-24 13F National Asset Management, Inc. 17 629 -17,02 1 454 -17,34
2026-04-21 13F FLP Wealth Management, LLC 0 -100,00 0
2026-04-07 13F Martin Capital Partners, LLC 46 308 -0,65 4 0,00
2026-05-14 13F Neuberger Berman Group LLC 5 495 -10,58 454 -10,83
2026-05-05 13F UBS Group AG Call 0 -100,00 0
2026-05-12 13F Cheviot Value Management, LLC 4 251 -1,76 351 -1,96
2026-05-01 13F Brightwater Advisory LLC 15 960 -0,19 1 318 -0,53
2026-05-01 13F Capital Squared Financial LLC 0 -100,00 0
2026-02-12 13F Logan Capital Management Inc 0 -100,00 0 -100,00
2026-05-05 13F Journey Advisory Group, LLC 11 600 -56,43 958 -56,60
2026-04-08 13F Sunburst Financial Group, LLC 0 -100,00 0
2026-01-02 13F Global Wealth Strategies & Associates 0 -100,00 0
2026-04-23 13F Traub Capital Management LLC 28 561 -0,03 2 358 -0,34
2026-04-14 13F Arvest Investments, Inc. 0 -100,00 0
2026-05-15 13F Wellspring Financial Advisors, LLC 141 522 -0,86 373 -10,58
2026-04-29 13F American Wealth Advisors, LLC 74 182 -1,38 6 125 -1,67
2026-05-13 13F First Citizens Bank & Trust Co 70 758 -2,72 5 842 -3,02
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 300 715 -1,23 25 -4,00
2026-05-05 13F Aventura Private Wealth, LLC 1 647 -26,34 136 -27,03
2026-05-12 13F Tiaa Trust, National Association 54 131 -51,67 4 470 -51,82
2026-05-01 13F Concord Wealth Partners 0 -100,00 0
2026-04-23 13F North Star Investment Management Corp. 5 169 -4,26 427 -4,70
2026-04-28 13F Howe & Rusling Inc 1 -99,68 0 -100,00
2026-04-08 13F RoundAngle Advisors LLC 2 653 -2,21 219 -2,23
2026-04-21 13F Biltmore Wealth Management, LLC 6 466 -5,00 534 -5,33
2026-05-15 13F Second Line Capital, LLC 2 735 -62,22 226 -62,44
2026-04-28 13F Strata Wealth Advisors, LLC 25 826 -33,79 2 132 -33,99
2026-01-29 13F Inscription Capital, LLC 0 -100,00 0 -100,00
2026-01-27 13F Clark Asset Management, LLC 0 -100,00 0
2026-02-13 13F Motiv8 Investments LLC 0 -100,00 0
2026-04-16 13F Klaas Financial Asset Advisors, LLC 20 403 -91,81 1 685 -91,84
2026-04-09 13F Veracity Capital LLC 3 638 -69,86 300 -69,97
2026-04-15 13F McAlvany Wealth Management LLC 0 -100,00 0
2026-04-22 13F TBH Global Asset Management, LLC 0 -100,00 0
2026-04-28 13F WJ Wealth Management, LLC 7 490 -31,85 618 -32,09
2026-05-13 13F Freestone Capital Holdings, LLC 0 -100,00 0
2026-05-15 13F Prelude Capital Management, Llc 0 -100,00 0
2026-05-15 13F Dimension Capital Management Llc 4 300 -32,75 355 -32,89
2026-04-07 13F CoreCap Advisors, LLC 7 916 -32,49 654 -32,75
2026-04-28 13F Lee Danner & Bass Inc 4 865 -2,01 402 -2,43
2026-05-13 13F Synergy Financial Management, LLC 4 140 -13,23 342 -13,67
2026-04-17 13F Tectonic Advisors Llc 0 -100,00 0
2026-04-20 13F White Pine Investment CO 4 635 -26,70 0
2026-02-06 13F New Millennium Group LLC 0 -100,00 0
2026-04-10 13F Novem Group 4 301 -0,83 355 -1,11
2026-05-15 13F Alternative Investment Advisors, LLC. 5 329 -8,77 440 -8,90
2026-01-23 13F Private Wealth Management Group, LLC 0 -100,00 0
2026-02-09 13F Premier Financial Group 0 -100,00 0
2026-04-21 13F Wesbanco Bank Inc 7 200 -0,41 595 -0,67
2026-04-15 13F Hutchens & Kramer Investment Management Group, LLC 16 857 -2,62 1 392 -2,93
2026-05-15 13F/A Independent Financial Group, Llc 36 038 -10,64 2 976 -10,90
2026-02-18 13F Onyx Bridge Wealth Group LLC 0 -100,00 0
2026-05-11 13F First Wilshire Securities Management Inc 0 -100,00 0
2026-05-14 13F Northern Trust Corp 28 031 -34,27 2 315 -34,47
2026-05-04 13F Optima Capital Llc 0 -100,00 0
2026-04-27 13F DeDora Capital, Inc. 4 994 -0,97 412 -1,20
2026-02-10 13F Principia Wealth Advisory, LLC 7 138 -62,44 591 -62,50
2026-05-15 13F Rehmann Capital Advisory Group 24 169 -7,92 1 996 -8,19
2026-04-16 13F Fortem Financial Group, Llc 4 165 -5,10 344 -5,51
2026-04-24 13F Charter Oak Capital Management, LLC 8 443 -51,84 697 -51,96
2026-04-21 13F Old National Bancorp /in/ 10 153 -18,85 838 -19,11
2026-04-08 13F Stonebridge Financial Group, LLC 21 490 -61,44 1 774 -61,57
2026-02-12 13F CIBC Private Wealth Group, LLC 43 506 -13,93 3 603 -14,07
2026-01-22 13F Premier Path Wealth Partners, LLC 115 563 -5,66 9 571 -5,82
2026-05-06 13F LPL Financial LLC 5 873 249 -6,74 484 954 -7,02
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 11 857 -47,90 979 -48,09
2026-04-30 13F Hsbc Holdings Plc 190 566 -8,41 20 372 1,13
2026-04-15 13F Occidental Asset Management, LLC 3 737 -2,07 309 -2,53
2026-05-11 13F Haverford Trust Co 19 951 -15,80 1 647 -16,06
2026-04-22 13F Continuum Advisory, LLC 22 708 -9,40 1 875 -9,64
2026-04-14 13F XY Planning Network, Inc. 9 862 -0,74 812 -1,34
2026-02-13 13F Tcfg Wealth Management, Llc 0 -100,00 0
2026-04-16 13F Henrickson Nauta Wealth Advisors, Inc. 8 365 -50,05 691 -50,29
2026-04-17 13F PMG Wealth Management, Inc. 25 447 -8,21 2 095 -8,76
2026-04-30 13F Acorn Wealth Advisors, LLC 17 568 -9,66 1 451 -9,94
2026-05-15 13F Royal Bank Of Canada 3 515 652 -1,44 290 286 -1,74
2026-02-11 13F Zions Bancorporation, National Association /ut/ 0 -100,00 0
2026-05-11 13F Kestra Investment Management, LLC 3 169 -12,43 262 -12,71
2026-04-28 13F Probity Advisors, Inc. 0 -100,00 0
2026-05-15 13F Guggenheim Capital Llc 573 020 -4,42 47 314 -4,71
2026-05-13 13F Caitlin John, LLC 652 -23,47 54 -24,29
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 13 470 -2,35 1 112 -2,63
2026-04-21 13F Cambient Family Office, Llc 149 814 -11,38 12 370 -11,65
2026-05-05 13F Sanctuary Advisors, LLC 90 453 -9,14 7 469 -9,42
2026-05-15 13F Gallagher Fiduciary Advisors, LLC 40 151 -1,95 3 315 -2,24
2026-05-06 13F Modera Wealth Management, LLC 11 150 -0,95 921 -1,29
2026-05-07 13F Bingham Private Wealth, Llc 6 304 -1,28 521 -1,52
2026-04-16 13F EdgeRock Capital LLC 0 -100,00 0
2026-04-22 13F Pasadena Private Wealth, LLC 0 -100,00 0
2026-05-15 13F Qube Research & Technologies Ltd 0 -100,00 0
2026-05-14 13F Allworth Financial LP 39 629 -2,59 3 272 -2,88
2026-05-15 13F Victory Capital Management Inc 0 -100,00 0
2026-05-07 13F EPG Wealth Management LLC 27 807 -13,05 2 296 -13,33
2026-05-01 13F Thrivent Financial For Lutherans 3 935 -3,67 0
2026-05-05 13F 4J Wealth Management LLC 22 103 -1,30 1 825 -1,56
2026-05-15 13F Summit Financial, LLC 8 998 -0,23 743 -0,54
2026-04-14 13F Focus Financial Network, Inc. 75 444 -21,97 6 229 -22,21
2026-05-11 13F Pathstone Holdings, LLC 52 043 -6,59 4 297 -6,87
2026-05-08 13F Horizon Family Wealth, Inc. 5 289 -11,32 437 -11,56
2026-04-16 13F Stephen J. Garry & Associates, Llc 23 376 -12,54 1 930 -12,79
2026-04-28 13F Stratos Wealth Advisors, LLC 21 984 -5,96 1 815 -6,25
2026-04-30 13F Davis-rea Ltd. 0 -100,00 0
2026-04-27 13F Platform Technology Partners 14 582 -9,08 1 204 -9,34
2025-12-16 13F Garde Capital, Inc. 0 -100,00 0
2026-05-08 13F Valeo Financial Advisors, LLC 0 -100,00 0
2026-05-14 13F Vermillion & White Wealth Management Group, LLC 0 -100,00 0
2026-05-05 13F Allspring Global Investments Holdings, LLC 421 143 -6,17 34 774 -6,46
2026-05-12 13F IPG Investment Advisors LLC 3 649 -5,59 301 -5,94
2026-05-15 13F Squarepoint Ops LLC 0 -100,00 0
2026-05-11 13F Fountainhead AM, LLC 91 -18,02 12 -26,67
2026-05-04 13F Retirement Income Solutions, Inc 6 752 -15,59 558 -15,86
2026-05-11 13F Umb Bank N A/mo 68 845 -27,44 5 685 -27,66
2026-05-14 13F Blalock Williams, Llc 6 975 -5,23 576 -5,58
2026-04-07 13F Twele Capital Management, Inc. 5 093 -3,56 421 -3,89
2026-04-17 13F Presilium Private Wealth, Llc 12 791 -6,95 1 056 -7,21
2026-04-28 13F SeaBridge Investment Advisors LLC 17 194 -12,89 1 420 -13,16
2026-05-14 13F Marble Wealth, LLC 14 135 -2,67 1 167 -2,91
2026-03-24 13F/A Barclays Plc Call 0 -100,00 0 -100,00
2026-04-10 13F Charles Schwab Trust Co 4 319 -8,05 357 -8,48
2026-04-20 13F Sowell Financial Services LLC 8 276 -2,27 683 -2,57
2026-05-04 13F Mattern Capital Management, Llc 2 960 -89,79 244 -89,83
2026-05-01 13F Castleview Partners, Llc 5 583 -13,31 461 -13,70
2026-05-07 13F Argyle Capital Partners, LLC 31 513 -7,83 2 602 -8,12
2026-05-13 13F Avestar Capital, LLC 4 124 -2,39 341 -2,58
2026-04-27 13F Capital Investment Services of America, Inc. 144 350 -0,48 11 919 -0,79
2026-05-05 13F UBS Group AG 4 824 310 -1,96 398 343 -2,26
2026-05-08 13F Resources Investment Advisors, LLC. 281 972 -5,14 23 282 -5,42
2026-01-12 13F Heartwood Wealth Advisors LLC 0 -100,00 0
2026-02-17 13F Persistent Asset Partners Ltd 0 -100,00 0
2026-05-15 13F Gw Henssler & Associates Ltd 0 -100,00 0
2026-04-22 13F Samalin Investment Counsel, LLC 34 168 -6,11 2 821 -6,40
2026-05-15 13F Coppell Advisory Solutions LLC 0 -100,00 0
2026-05-14 13F Hilton Capital Management, LLC 0 -100,00 0
2026-04-02 13F Horizons Wealth Management 1 744 -1,64 144 -1,37
2026-05-01 13F American Trust 4 867 -3,24 402 -3,61
2026-04-29 13F Efficient Advisors, LLC 44 994 -27,44 3 715 -27,65
2026-02-09 13F Financial Advisory Corp /ut/ /adv 0 -100,00 0
2026-02-09 13F HBK Sorce Advisory LLC 0 -100,00 0 -100,00
2026-05-14 13F First Commonwealth Financial Corp /pa/ 0 -100,00 0
2026-04-16 13F Everstar Asset Management, LLC 115 152 -3,27 9 508 -3,56
2026-05-14 13F Crabel Capital Management, LLC 0 -100,00 0
2026-05-05 13F UBS Group AG Put 0 -100,00 0
2026-05-11 13F Fiduciary Group LLC 337 819 -2,46 27 894 -2,75
2026-04-16 13F First Community Trust Na 15 028 -32,03 1 241 -32,28
2026-05-14 13F Advisory Research Inc 0 -100,00 0
2026-04-17 13F Bell Investment Advisors, Inc 0 -100,00 0
2026-05-14 13F Oak Associates Ltd /oh/ 3 630 -62,22 300 -62,39
2026-02-03 13F Orion Capital Management LLC 0 -100,00 0
2026-05-04 13F Brookwood Investment Group LLC 23 575 -7,09 1 947 -7,38
2026-04-09 13F Freestate Advisors LLC 17 926 -3,01 1 480 -3,27
2026-05-07 13F Element Pointe Advisors, Llc 326 561 -2,74 26 964 -3,04
2026-04-21 13F OneAscent Financial Services LLC 3 830 -0,70 316 -0,94
2026-04-15 13F Seacrest Wealth Management, Llc 10 389 -59,78 858 -59,97
2026-04-22 13F AGH Wealth Advisors, LLC 3 655 -82,42 302 -82,52
2026-04-22 13F Joel Isaacson & Co., LLC 3 864 -29,50 319 -29,58
2026-05-04 13F Calamos Wealth Management LLC 11 768 -1,18 972 -1,52
2026-02-09 13F Allen Capital Group, LLC 0 -100,00 0
2026-04-10 13F Magnus Financial Group LLC 5 767 -80,53 476 -80,60
2026-05-11 13F BankPlus Trust Department 5 641 -2,18 466 -2,52
2026-05-19 13F Silicon Valley Capital Partners 511 999 -3,81 42 276 -4,10
2026-05-04 13F Lifeworks Advisors, LLC 4 643 -14,32 383 -14,51
2026-02-17 13F BTG Pactual Asset Management US LLC 0 -100,00 0
2026-02-13 13F Vega Investment Solutions 0 -100,00 0
2026-04-09 13F Kelly Financial Group Llc 5 415 -2,56 447 -2,83
2026-05-08 13F Fortis Group Advisors, LLC 2 992 -2,73 247 -3,53
2026-05-15 13F Manufacturers Life Insurance Company, The 1 090 879 -51,32 90 074 -51,46
2026-05-15 13F Ancora Advisors, LLC 89 686 -4,43 7 405 -4,71
2026-05-15 13F Goldman Sachs Group Inc 882 245 -19,83 72 847 -20,07
2026-04-24 13F Balentine LLC 0 -100,00 0
2026-05-12 13F TD Waterhouse Canada Inc. 19 625 -10,73 1 615 -11,26
2026-02-13 13F Flow Traders U.s. Llc 0 -100,00 0
2026-05-15 13F Weaver Consulting Group 6 427 -1,23 531 -1,49
2026-05-12 13F Moneta Group Investment Advisors Llc 5 167 -2,20 427 -2,52
2026-04-20 13F Ronald Blue Trust, Inc. 4 568 -31,87 377 -32,07
2026-04-20 13F Benedict Financial Advisors Inc 13 510 -10,48 1 116 -10,73
2026-03-24 13F/A Barclays Plc Put 0 -100,00 0 -100,00
2026-05-07 13F Ironwood Investment Counsel, LLC 8 108 -21,84 669 -22,12
2026-04-20 13F Dock Street Asset Management Inc 24 543 -48,25 2 027 -48,41
2026-04-16 13F Phillips Financial Management, Llc 4 919 -0,95 406 -1,22
2026-05-15 13F Cerity Partners LLC 2 503 641 -5,78 206 726 -6,07
2026-02-13 13F Blueprint Financial Advisors LLC 0 -100,00 0
2026-05-15 13F Ameriflex Group, Inc. 2 685 -5,09 222 -5,56
2026-05-15 13F Tower Research Capital LLC (TRC) 252 -99,84 21 -99,85
2026-05-15 13F Cresset Asset Management, LLC 23 209 -0,85 1 916 -1,14
2026-04-09 13F Noble Family Wealth, LLC 31 437 -0,97 2 596 -1,29
2026-01-22 13F Compass Planning Associates Inc 0 -100,00 0
2026-05-14 13F Pinebridge Investments Asia Ltd 2 737 000 -16,22 225 994 -16,48
2026-04-15 13F DAVENPORT & Co LLC 84 449 -1,36 6 973 -1,66
2026-04-16 13F Smith Thornton Advisors LLC 3 281 -17,73 271 -18,18
2026-04-27 13F HB Wealth Management, LLC 25 081 -3,96 2 071 -4,26
2026-05-15 13F Cape Investment Advisory, Inc. 3 994 -6,86 330 -7,32
2026-02-17 13F Snowden Capital Advisors LLC 60 722 -6,14 5 029 -6,28
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 114 783 -12,18 9 478 -12,45
2026-05-11 13F First National Bank Of Omaha 57 218 -1,06 4 720 -1,48
2026-04-21 13F First United Bank Trust/ 75 -11,76 6 -14,29
2026-04-13 13F Enclave Advisors LLC 9 517 -52,63 786 -52,80
2026-04-14 13F Nbc Securities, Inc. 28 207 -1,49 2 329 -1,77
2026-05-07 13F Johnson Financial Group, Inc. 100 -95,10 8 -95,24
2026-05-14 13F Jump Financial, LLC 0 -100,00 0
2026-05-15 13F Wick Capital Partners, LLC 32 209 -1,94 2 659 -2,24
2026-05-05 13F HighTower Advisors, LLC 749 144 -14,58 61 857 -14,84
2026-04-29 13F Renasant Bank 0 -100,00 0
2026-01-16 13F Forte Asset Management Llc 0 -100,00 0
2026-05-12 13F Azimuth Capital Investment Management LLC 7 083 -4,13 585 -4,42
2026-04-24 13F Axis Wealth Partners, LLC 8 978 -2,15 741 -2,37
2026-05-12 13F CIBC Bancorp USA Inc. 33 563 -33,95 2 771 -34,26
2026-04-20 13F Pathfinder Wealth Consulting, Inc. 3 091 -43,63 255 -43,83
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 -100,00 0
2026-02-13 13F Williams Jones Wealth Management, LLC. 0 -100,00 0
2026-02-02 13F PKS Advisory Services, LLC 0 -100,00 0
2026-04-13 13F Lee Financial Co 10 207 -14,18 843 -14,52
2026-05-04 13F Autumn Glory Partners, LLC 3 062 -4,22 253 -4,55
2026-04-16 13F Heck Capital Advisors, LLC 95 642 -19,07 7 897 -19,31
2026-04-20 13F Independence Wealth Advisors, LLC 4 092 -1,23 338 -1,75
2026-05-13 13F NewEdge Wealth, LLC 21 838 -1,13 1 803 -1,42
2026-04-20 13F Ritholtz Wealth Management 27 594 -23,50 2 278 -23,74
2026-01-21 13F Capital Advisors Wealth Management, LLC 0 -100,00 0
2026-05-08 13F Private Management Group Inc 30 821 -3,34 2 545 -3,64
2026-05-15 13F Markin Asset Management, LP 14 341 -14,57 1 184 -14,82
2026-05-14 13F Horizon Investments, LLC 880 -13,98 72 -14,29
2026-02-24 13F DGS Capital Management, LLC 0 -100,00 0
2026-04-15 13F Merit Financial Group, LLC 62 784 -7,48 5 184 -7,76
2026-04-13 13F Mader & Shannon Wealth Management, Inc. 251 457 -25,08 20 763 -25,44
2026-04-24 13F Stock Yards Bank & Trust Co 50 756 -18,49 4 191 -18,74
2026-05-15 13F Peapack Gladstone Financial Corp 230 419 -2,28 19 0,00
2026-04-22 13F Traphagen Investment Advisors Llc 153 125 -6,63 12 644 -6,91
2026-02-14 13F Berkshire Asset Management Llc/pa 0 -100,00 0
2026-05-04 13F V2 Financial group LLC 0 -100,00 0
2026-05-12 13F Northwest Bancshares, Inc. 0 -100,00 0
2026-04-16 13F Roble, Belko & Company, Inc 302 -86,27 0
2026-05-14 13F Pinnacle Financial Partners, Inc. 575 105 -7,09 47 487 -7,37
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 83 517 -5,45 6 896 -5,59
2026-04-27 13F Td Private Client Wealth Llc 831 189 -8,51 68 631 -8,78
2026-04-15 13F Norden Group Llc 0 -100,00 0
2026-02-13 13F Landscape Capital Management, L.l.c. 0 -100,00 0
2026-04-28 13F Whittier Trust Co 3 693 -25,69 304 -26,46
2026-04-13 13F Whalen Wealth Management Inc. 3 841 -18,12 317 -18,30
2026-04-20 13F Fonville Wealth Management LLC 5 550 -8,31 458 -8,58
2026-05-06 13F Eq Llc 0 -100,00 0
2026-05-15 13F Vestmark Advisory Solutions, Inc. 86 138 -5,32 7 112 -5,60
2026-04-22 13F Harbor Asset Planning, Inc. 0 -100,00 0
2026-05-06 13F Deutsche Bank Ag\ 13 524 -15,95 1 117 -16,22
2026-05-06 13F Meridian Wealth Management, LLC 10 251 -32,82 846 -33,02
2026-05-15 13F Citadel Advisors Llc Call 41 300 -46,29 3 410 -46,45
2026-04-27 13F Commonwealth Equity Services, Llc 0 -100,00 0 -100,00
2026-01-05 13F LifeGuide Financial Advisors, LLC 0 -100,00 0
2026-05-13 13F South Plains Financial, Inc. 0 -100,00 0
2026-04-21 13F Maseco Llp 7 885 -0,47 651 -0,76
2026-04-22 13F RMR Wealth Builders 27 925 -3,06 2 306 -3,35
2026-05-04 13F Mml Investors Services, Llc 588 116 -22,35 48 561 -22,58
2026-05-11 13F CAPROCK Group, Inc. 0 -100,00 0
2026-04-28 13F PCG Wealth Advisors, LLC 5 808 -4,08 480 -4,39
2026-04-21 13F HCR Wealth Advisors 41 996 -15,50 3 468 -15,75
2026-05-13 13F WealthCollab, LLC 0 -100,00 0
2026-05-13 13F Brinker Capital Investments, LLC 199 455 -7,78 16 469 -8,06
2026-05-15 13F Strategic Advocates LLC 0 -100,00 0
2026-01-12 13F Evolution Wealth Advisors, LLC 0 -100,00 0
2026-05-14 13F Insight Wealth Partners, LLC 2 637 -24,79 218 -25,17
2026-05-15 13F NCM Capital Management, LLC 12 689 -1,55 1 048 -1,87
2026-04-24 13F Ndwm Llc 15 107 -4,56 1 247 -4,81
2026-02-06 13F Cadence Wealth Management LLC 0 -100,00 0
2026-04-16 13F Rockland Trust Co 16 099 -0,40 1 329 -0,67
2026-05-12 13F Jane Street Group, Llc 9 054 -98,58 748 -98,58
2026-05-18 13F Arkadios Wealth Advisors 39 326 -7,18 3 247 -7,47
2026-05-12 13F Waterloo Capital, L.P. 3 342 -77,06 276 -77,20
2026-04-22 13F Wealth Advisory Solutions, LLC 11 071 -0,46 914 -0,76
2026-02-17 13F Blueprint Investment Partners LLC 0 -100,00 0
2026-05-13 13F Jaffetilchin Investment Partners, LLC 89 845 -73,19 7 418 -73,27
2026-04-21 13F Pacific Park Financial, Inc. 14 857 -2,64 1 227 -2,93
2026-04-22 13F Sykon Capital Llc 0 -100,00 0
2026-05-15 13F Hancock Whitney Corp 0 -100,00 0
2026-01-26 13F BTS Asset Management, Inc. 0 -100,00 0
2026-05-13 13F May Barnhard Investments LLC 24 602 -13,97 2 031 -14,23
2026-05-12 13F Ballast Advisors Llc 2 783 -2,14 0 -100,00
2026-03-10 13F/A Retirement Financial Solutions, Llc 0 -100,00 0
2026-05-06 13F Bartlett & Co. Wealth Management Llc 194 098 -14,55 15 992 -15,00
2026-05-15 13F Catherine Avery Investment Management LLC 0 -100,00 0
2026-04-22 13F Gemmer Asset Management LLC 54 202 -17,26 4 475 -17,51
2026-04-30 13F Nuveen, LLC 0 -100,00 0
2026-05-14 13F Bright Financial Advisors, Inc. 9 161 -2,55 756 -2,83
2026-04-24 13F Goldstone Financial Group, LLC 0 -100,00 0
2026-04-30 13F Winch Advisory Services, LLC 41 453 -0,38 3 423 -0,70
2026-04-20 13F Park Edge Advisors, LLC 37 948 -1,52 3 133 -1,82
2026-05-14 13F Sumitomo Mitsui Financial Group, Inc. 122 409 -1,40 10 107 -1,69
2026-05-05 13F PFG Advisors 8 374 -6,73 691 -7,00
2026-04-22 13F Tru Independence Asset Management 2, Llc 23 208 -25,39 1 916 -25,62
2026-04-28 13F Westfuller Advisors, LLC 5 646 -0,98 466 -1,27
2026-04-08 13F JGP Wealth Management, LLC 46 247 -1,68 3 819 -1,98
2026-04-21 13F Sunpointe, LLC 2 935 -1,74 242 -2,02
2026-04-06 13F Private Client Services, Llc 9 458 -83,44 781 -83,51
2026-04-14 13F Northwest Wealth Management, Llc 7 270 -0,45 600 -0,66
2026-04-09 13F Park Place Capital Corp 500 -80,48 41 -80,66
2026-05-15 13F Two Sigma Securities, Llc 0 -100,00 0
2026-01-08 13F Traveka Wealth, LLC 0 -100,00 0 -100,00
2026-05-07 13F New Insight Wealth Advisors 18 399 -34,82 1 519 -35,00
2026-05-04 13F Conservest Capital Advisors, Inc. 0 -100,00 0
2026-05-01 13F International Assets Investment Management, Llc 3 493 -15,24 288 -15,84
2026-05-07 13F Advisor OS, LLC 3 997 -9,47 330 -9,59
2026-04-14 13F Pinnacle Wealth Management Group, Inc. 6 281 -4,86 519 -5,13
2026-02-13 13F Headlands Technologies LLC 0 -100,00 0
2026-05-04 13F Entelevest, LLC 20 177 -29,08 1 666 -29,33
2026-05-14 13F Financial Engines Advisors L.L.C. 14 489 -42,52 1 196 -42,69
2026-05-05 13F Crestwood Advisors Group LLC 9 106 -4,79 752 -5,18
2026-02-05 13F Arrow Financial Corp 0 -100,00 0
2026-05-15 13F SkyView Investment Advisors, LLC 0 -100,00 0
2026-04-29 13F BEAM Asset Management, LLC 43 318 -21,15 3 577 -21,39
2026-05-18 13F IFS Group,LLC 10 500 -10,26 867 -10,54
2026-04-15 13F Stordahl Capital Management, Inc. 7 557 -2,23 624 -2,66
2026-05-11 13F Valpey Financial Services, LLC 12 869 -4,33 1 063 -4,67
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-04-29 13F Investment House Llc 38 275 -2,99 3 160 -3,28
2026-01-28 13F Trademark Financial Management, LLC 0 -100,00 0
2026-05-15 13F IHT Wealth Management, LLC 35 468 -20,13 2 929 -20,37
2026-05-11 13F Crossmark Global Holdings, Inc. 0 -100,00 0
2026-05-13 13F Clearwater Capital Advisors, LLC 4 740 -21,91 391 -22,11
2026-05-06 13F Simon Quick Advisors, Llc 10 576 -0,03 873 -0,34
2026-04-28 13F Interactive Financial Advisors 2 467 -0,76 204 -0,98
2026-04-08 13F NorthCrest Asset Manangement, LLC 54 175 -11,81 4 462 -12,37
2026-04-22 13F Finley Financial, LLC 1 535 -51,19 127 -51,54
2026-05-05 13F Rollins Financial Advisors, LLC 4 621 -21,52 382 -21,77
2026-05-14 13F Peak Asset Management, LLC 33 721 -5,04 2 784 -5,31
2026-05-12 13F Benjamin Edwards Inc 12 326 -24,20 1 018 -24,44
2026-04-29 13F San Luis Wealth Advisors LLC 9 894 -19,33 817 -19,61
2026-05-08 13F Tillman Hartley LLC 29 492 -2,37 2 435 -2,64
2026-04-27 13F GenTrust, LLC 15 055 -3,15 1 243 -3,42
2026-02-11 13F Vestor Capital, Llc 0 -100,00 0
2026-05-20 13F Cadia Private Client LLC 15 020 -4,45 1 240 -4,69
2026-04-23 13F Kohmann Bosshard Financial Services, LLC 0 -100,00 0
2026-04-30 13F GreatBanc Trust CO 2 425 -57,64 200 -57,81
2026-04-23 13F Oppenheimer & Co Inc 72 424 -65,09 5 980 -65,20
2026-05-06 13F Tyche Wealth Partners LLC 3 787 -31,54 313 -31,88
2026-05-14 13F Vernal Point Advisors, LLC 0 -100,00 0
2026-05-06 13F Durante & Waters, Llc 90 300 -1,13 7 456 -1,43
2026-05-14 13F Proficio Capital Partners LLC 387 079 -35,68 31 961 -35,88
2026-05-15 13F Northeast Financial Group, Inc. 3 326 -8,35 275 -8,67
2026-05-01 13F Lester Murray Antman dba SimplyRich 5 155 -7,67 0
2026-05-29 13F Asset Dedication, LLC 485 -79,72 40 -79,80
2026-05-04 13F Nwam Llc 34 334 -9,69 2 835 -10,00
2026-01-12 13F Rialto Wealth Management, LLC 0 -100,00 0
2026-05-01 13F Richardson Financial Services Inc. 0 -100,00 0
2026-03-12 13F Winthrop Partners - Wny, Llc 0 -100,00 0
2026-04-17 13F Amarillo National Bank 9 635 -0,32 796 -0,62
2026-05-08 13F Steward Partners Investment Advisory, Llc 1 073 029 -27,14 88 600 -27,36
2026-04-09 13F Tompkins Financial Corp 2 336 -98,27 193 -98,29
2026-02-12 13F JPL Wealth Management, LLC 0 -100,00 0
2026-04-29 13F Latko Wealth Management, Ltd. 22 722 -17,43 1 876 -17,68
2026-05-14 13F Regal Investment Advisors LLC 20 699 -9,34 1 709 -9,58
2026-04-22 13F Aua Capital Management, Llc 51 759 -2,59 4 274 -2,89
2026-04-22 13F Clear Creek Financial Management, LLC 11 274 -1,22 931 -1,59
2026-05-15 13F Glen Eagle Advisors, LLC 7 719 -4,53 637 -4,78
2026-02-09 13F GatePass Capital, LLC 0 -100,00 0
2026-05-04 13F Global View Capital Management LLC 5 931 -3,28 490 -3,55
2026-04-21 13F Welch Group, LLC 29 463 -35,41 2 433 -35,61
2026-04-28 13F Nbt Bank N A /ny 85 336 -6,63 7 046 -6,91
2026-01-26 13F Northwest Capital Management Inc 0 -100,00 0
2026-04-27 13F DSG Capital Advisors, LLC 39 045 -0,06 3 224 -0,37
2026-01-21 13F Future Financial Wealth Managment LLC 0 -100,00 0
2026-05-15 13F TRUE Private Wealth Advisors 18 602 -3,56 1 536 -3,82
2026-05-05 13F Capital Investment Advisory Services, LLC 7 639 -4,68 631 -4,98
2026-05-15 13F Old Mission Capital Llc 0 -100,00 0
2026-05-06 13F Bessemer Group Inc 10 953 -35,16 1 -100,00
2026-04-24 13F Key FInancial Inc 0 -100,00 0
2026-05-01 13F Cdkv Holdings Llc 12 423 -2,42 1 026 -2,75
2026-05-12 13F One Capital Management, LLC 6 934 -2,54 573 -2,89
How Much do you Like Fintel?
Please share your opinion of our service!
Excellent Bad
Other Listings
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista