SPSM / SPDR Series Trust - State Street SPDR Portfolio S&P 600TM Small Cap ETF – Własność instytucjonalna – Sprzedawcy

SPDR Series Trust - State Street SPDR Portfolio S&P 600TM Small Cap ETF
US ˙ ARCA ˙ US78468R8530

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
(%)
2026-04-21 13F Grimes & Company, Inc. 70 479 -0,05 3 406 3,06
2026-05-14 13F EP Wealth Advisors, Inc. 34 105 -48,15 1 648 -46,56
2026-04-17 13F BCS Wealth Management 10 795 -50,00 522 -48,47
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 4 216 -6,08 204 -3,33
2026-04-27 13F Colonial River Wealth Management, LLC 15 626 -6,48 755 -3,45
2026-02-17 13F Wellington Management Group Llp 0 -100,00 0
2026-05-15 13F D. E. Shaw & Co., Inc. 0 -100,00 0
2026-05-15 13F Susquehanna International Group, Llp 5 263 -93,03 254 -92,82
2026-05-13 13F Triumph Capital Management 6 083 -13,41 294 -10,94
2026-04-13 13F Professional Financial Advisors, LLC 4 327 -4,12 209 -0,95
2026-04-22 13F MFA Wealth Services 13 351 -62,43 645 -61,26
2026-05-08 13F Retirement Planning Co of New England, Inc. 13 044 -1,02 630 2,11
2026-05-05 13F Atria Investments Llc 76 220 -4,46 3 683 -1,50
2026-04-23 13F Spinnaker Trust 492 236 -4,27 23 785 -1,29
2026-04-20 13F Higgins & Schmidt Wealth Strategies LLC 31 881 -5,62 1 540 -2,65
2026-04-22 13F Stone Point Wealth LLC 43 143 -15,26 2 085 -12,62
2026-05-11 13F Destiny Capital Corp/CO 67 077 -5,39 3 241 -2,44
2026-05-12 13F Summit Trail Advisors, Llc 5 861 -5,56 283 -2,41
2026-05-15 13F CSM Advisors, LLC 30 642 -12,05 1 0,00
2026-05-11 13F Fourth Dimension Wealth, LLC 14 442 -2,66 698 0,29
2026-04-22 13F Aspire Private Capital, LLC 91 801 -22,10 4 436 -19,68
2026-05-14 13F Strategic Financial Planning, Inc. 0 -100,00 0
2026-04-07 13F Blueline Advisors Llc 368 -7,77 18 -5,56
2026-05-13 13F Lunt Capital Management, Inc. 29 960 -22,40 1 448 -20,01
2026-04-29 13F Hughes Financial Services, LLC 76 715 -2,65 3 707 0,38
2026-05-08 13F Resources Investment Advisors, LLC. 319 997 -0,17 15 462 2,94
2026-05-12 13F WCG Wealth Advisors LLC 98 944 -22,68 4 781 -20,28
2026-04-17 13F Signal Advisors Wealth, LLC 84 229 -11,85 4 070 -9,11
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-05-13 13F Lavaca Capital Llc 4 901 -0,12 237 3,06
2026-04-17 13F Murphy & Mullick Capital Management Corp 0 -100,00 0
2026-05-01 13F Compass Financial Services Inc 0 -100,00 0
2026-04-27 13F Pachira Investments Inc. 105 860 -10,69 5 115 -7,90
2026-05-13 13F SRS Capital Advisors, Inc. 739 -1,86 36 0,00
2026-04-15 13F Northbridge Financial Group, Llc 15 503 -3,70 795 5,31
2026-04-16 13F Spectrum Planning & Advisory Services Inc. 7 462 -3,53 361 -0,55
2026-03-19 13F Painted Porch Advisors LLC 0 -100,00 0 -100,00
2026-04-17 13F Monticello Wealth Management, Llc 84 263 -3,14 4 072 -0,12
2026-02-17 13F Two Sigma Investments, Lp 0 -100,00 0
2026-05-20 13F/A Arete Wealth Advisors, LLC 30 521 -5,58 1 474 147 300,00
2026-04-15 13F Capital Advisory Group Advisory Services, LLC 0 -100,00 0
2026-05-12 13F Kingsview Wealth Management, LLC 47 220 -0,50 2 282 2,61
2026-01-20 13F Steel Peak Wealth Management LLC 0 -100,00 0
2026-05-12 13F WESCAP Management Group, Inc. 36 258 -7,67 1 752 -4,84
2026-05-12 13F Strategic Wealth Partners, Ltd. 4 597 -4,37 222 -1,33
2026-04-10 13F/A WLTH Capital Management, LLC 58 222 -1,08 2 813 -6,36
2026-05-04 13F Mml Investors Services, Llc 290 530 -16,57 14 038 -13,97
2026-04-27 13F Tennessee Valley Asset Management Partners 11 227 -12,35 542 -9,67
2026-05-05 13F BCGM Wealth Management, LLC 51 849 -1,09 2 505 2,00
2026-04-29 13F Axxcess Wealth Management, Llc 38 439 -38,46 1 857 -36,53
2026-05-14 13F Hazlett, Burt & Watson, Inc. 3 743 -2,80 0
2026-04-09 13F Peterson Wealth Advisors, LLC 655 147 -8,86 31 657 -6,02
2026-05-06 13F Atlantic Trust, LLC 834 -30,03 40 -27,27
2026-04-14 13F Amicus Financial Advisors, LLC 60 136 -0,22 2 906 2,87
2026-05-05 13F Sandy Cove Advisors, LLC 7 904 -0,48 382 2,42
2026-04-23 13F Harbor Investment Advisory, Llc 11 454 -35,89 553 -33,93
2026-05-04 13F Flynn Zito Capital Management, Llc 28 597 -13,83 1 382 -11,19
2026-05-13 13F Fsb Premier Wealth Management, Inc. 22 943 -2,83 1 109 0,18
2026-01-23 13F Stonehaven Wealth & Tax Solutions, Llc 0 -100,00 0
2026-04-14 13F Precedent Wealth Partners, Llc 6 731 -17,81 325 -15,14
2026-05-21 13F Verus Capital Partners, Llc 0 -100,00 0
2026-04-23 13F J.w. Cole Advisors, Inc. 127 181 -3,62 6 145 3,31
2026-05-06 13F Elyxium Wealth, LLC 0 -100,00 0
2026-04-24 13F SOL Capital Management CO 0 -100,00 0
2026-05-08 13F Joseph Group Capital Management 2 672 -1,66 129 1,57
2026-04-13 13F LexAurum Advisors, LLC 13 701 -4,09 662 0,15
2026-04-21 13F Old Second National Bank Of Aurora 10 787 -0,67 521 2,56
2026-05-05 13F Collaborative Wealth Managment Inc. 14 730 -2,84 712 0,14
2026-05-15 13F AlphaCore Capital LLC 90 919 -5,91 4 393 -2,96
2026-01-15 13F Pinnacle Wealth Management, LLC 0 -100,00 0
2026-04-30 13F Financial Freedom, LLC 139 -39,83 7 -40,00
2026-01-20 13F Austin Private Wealth, LLC 303 728 -11,80 14 233 -10,77
2026-04-21 13F VCI Wealth Management LLC 8 804 -24,56 425 -22,16
2026-04-16 13F Evolve Private Wealth, Llc 132 225 -1,79 6 389 1,28
2026-04-27 13F Moneywise, Inc. 7 255 -0,06 351 2,94
2026-04-21 13F Wallace Advisory Group, LLC 6 943 -9,34 335 -6,42
2026-04-08 13F RVW Wealth, LLC 153 116 -14,93 7 399 -12,27
2026-05-14 13F Beaird Harris Wealth Management, LLC 0 -100,00 0
2026-05-12 13F Atlantic Union Bankshares Corp 918 -12,07 44 -8,33
2026-04-27 13F Capital Financial Group Inc\co\ /adv 8 856 -3,32 428 -0,47
2026-05-13 13F Intrepid Financial Planning Group LLC 6 973 -0,19 337 2,75
2026-05-07 13F Legacy Wealth Managment, LLC/ID 0 -100,00 0
2026-05-14 13F Pinnacle Family Advisors, LLC 0 -100,00 0
2026-05-06 13F FSA Advisors, Inc. 0 -100,00 0
2026-05-07 13F Summit Global Investments 59 529 -63,34 3 -71,43
2026-04-15 13F Atwood & Palmer Inc 607 -56,17 29 -54,69
2026-05-12 13F Northwest Bancshares, Inc. 29 333 -0,02 1 417 3,13
2026-04-29 13F Advance Capital Management, Inc. 139 728 -0,99 6 752 2,10
2026-05-06 13F North Star Asset Management Inc 155 933 -15,97 7 535 -13,36
2026-04-15 13F Merit Financial Group, LLC 326 417 -4,74 15 772 -1,77
2026-05-13 13F Argent Trust Co 5 856 -5,06 283 -2,42
2026-04-30 13F Sumitomo Mitsui Trust Holdings, Inc. 103 400 -3,36 4 996 -0,36
2026-05-05 13F Sanctuary Advisors, LLC 221 148 -24,65 10 686 -22,30
2026-05-08 13F Valeo Financial Advisors, LLC 248 750 -0,51 12 020 2,59
2026-04-10 13F Octavia Wealth Advisors, LLC 228 575 -32,25 11 045 -30,15
2026-04-16 13F Rainier Family Wealth Inc 89 325 -4,00 4 316 -1,01
2026-05-06 13F Townsend Asset Management Corp /nc/ /adv 4 896 -7,54 237 -4,84
2026-02-13 13F Heritage Wealth Advisors 0 -100,00 0
2026-04-09 13F McNamara Financial Services, Inc. 33 887 -2,54 1 637 0,49
2026-01-26 13F Northwest Capital Management Inc 607 -25,25 28 -24,32
2026-05-15 13F Rehmann Capital Advisory Group 5 665 -0,37 274 2,63
2026-05-13 13F Richard W. Paul & Associates, LLC 6 907 -11,86 334 -9,26
2026-05-11 13F Pecaut & Co. 66 906 -2,45 3 233 0,59
2026-05-11 13F Wrapmanager Inc 167 238 -4,47 8 081 -1,50
2026-04-24 13F Capital Asset Advisory Services LLC 3 802 -32,95 201 -26,91
2026-05-04 13F Sterling Investment Advisors, Ltd. 80 410 -1,58 9 996 1,79
2026-05-11 13F Manchester Capital Management LLC 762 -3,18 37 0,00
2026-04-21 13F Maridea Wealth Management LLC 18 460 -3,43 892 -0,45
2026-05-15 13F Fwl Investment Management, Llc 0 -100,00 0
2026-04-17 13F Essex Savings Bank 11 374 -1,04 549 2,04
2026-05-15 13F Texas Permanent School Fund 312 500 -82,74 15 100 -82,20
2026-04-15 13F Third View Private Wealth, LLC 12 227 -3,40 591 -0,51
2026-05-13 13F Brinker Capital Investments, LLC 43 555 -8,85 2 105 -6,03
2026-01-27 13F Fortitude Financial, LLC 0 -100,00 0
2026-05-06 13F Assetmark, Inc 1 437 727 -6,75 69 471 -3,84
2026-05-04 13F Financial Security Advisor, Inc. 305 899 -3,62 14 781 -0,61
2026-05-14 13F Baird Financial Group, Inc. 103 255 -3,80 4 989 -0,80
2026-04-29 13F Cary Street Partners Financial Llc 201 674 -1,21 9 745 1,86
2026-05-14 13F Aldebaran Financial Inc. 16 258 -1,37 786 0,51
2026-01-07 13F Qp Wealth Management, Llc 0 -100,00 0
2026-05-13 13F Freestone Capital Holdings, LLC 13 715 -61,66 663 -60,50
2026-01-21 13F Snider Financial Group 0 -100,00 0
2026-05-07 13F TCTC Holdings, LLC 0 -100,00 0
2026-05-14 13F HighPoint Advisor Group LLC 567 620 -17,08 27 427 -14,49
2026-05-01 13F Leicht Financial Planning & Wealth Management, Inc. 376 612 -1,33 18 198 1,74
2026-05-07 13F Hopwood Financial Services, Inc. 6 830 -5,32 330 -2,37
2026-04-22 13F Coastal Investment Advisors, Inc. 314 -77,25 15 -76,56
2026-05-15 13F Van Den Berg Management I, Inc 7 242 -0,69 350 2,35
2026-05-15 13F Morgan Stanley 7 192 298 -47,68 347 532 -46,05
2026-05-08 13F Blair William & Co/il 31 454 -2,39 1 520 0,66
2026-05-15 13F Glen Eagle Advisors, LLC 2 347 -10,32 113 -7,38
2026-04-30 13F Range Financial Group LLC 27 362 -2,54 1 322 0,53
2026-04-24 13F RKL Wealth Management LLC 570 265 -6,80 27 555 -3,90
2026-02-06 13F Addison Advisors LLC 0 -100,00 0
2026-04-09 13F Acropolis Investment Management, LLC 5 742 -8,25 277 -5,46
2026-05-15 13F Markin Asset Management, LP 0 -100,00 0
2026-05-15 13F Perennial Investment Advisors, LLC 78 028 -5,11 3 770 -2,15
2026-02-06 13F GPS Wealth Strategies Group, LLC 2 206 -94,21 103 -94,16
2026-04-28 13F Flagship Harbor Advisors, Llc 359 055 -15,58 17 350 -12,95
2026-04-13 13F Kelly Financial Services LLC 0 -100,00 0
2026-04-22 13F JNBA Financial Advisors 322 548 -2,75 15 586 0,28
2026-05-15 13F Talon Private Wealth, LLC 0 -100,00 0
2026-05-13 13F Lido Advisors, LLC 366 585 -23,01 17 716 -20,32
2026-01-29 13F Comerica Bank 25 223 -7,26 1 182 -6,20
2026-05-14 13F Synergy Investment Management, LLC 11 182 -2,07 540 0,93
2026-05-12 13F Royce & Associates Lp 207 723 -0,99 10 037 2,10
2026-02-10 13F Measured Wealth Private Client Group, LLC 0 -100,00 0
2026-04-08 13F Sharkey, Howes & Javer 46 596 -53,95 2 252 -52,52
2026-05-15 13F Cape Investment Advisory, Inc. 0 -100,00 0
2026-04-22 13F Semitam Bonam Llc 47 766 -1,13 2 308 1,99
2026-04-06 13F CX Institutional 16 917 -12,85 1
2026-04-29 13F Orin Green Financial, LLC 25 011 -1,87 1 209 1,17
2026-05-15 13F Keating Financial Advisory Services, Inc. 1 694 -68,64 82 -67,98
2026-04-15 13F Fortitude Family Office, LLC 44 656 -1,58 2 158 1,46
2026-05-21 13F/A Kensington Asset Management, LLC 60 272 -75,43 2 912 -74,98
2026-02-06 13F McKinley Carter Wealth Services, Inc. 0 -100,00 0
2026-05-01 13F Securian Asset Management, Inc 58 354 -0,63 2 820 2,47
2026-05-15 13F Journey Retirement Planning & Investment Management Llc 0 -100,00 0
2026-04-28 13F Novus Advisors, Llc 22 863 -20,91 1 105 -18,46
2026-05-12 13F Marion Wealth Management 4 329 -2,37 209 -5,43
2026-05-05 13F Capital Investment Advisory Services, LLC 3 887 -14,00 188 -11,37
2026-04-20 13F Obermeyer Wood Investment Counsel, Lllp 77 820 -9,99 3 760 -7,18
2026-05-18 13F Centaurus Financial, Inc. 11 899 -18,96 1
2026-05-04 13F Sigma Planning Corp 4 289 -12,54 207 -9,61
2026-04-14 13F ACT Advisors, LLC. 9 566 -5,25 462 -2,33
2026-04-08 13F Clarus Wealth Advisors 64 197 -1,53 3 159 -1,68
2026-04-09 13F Park Place Capital Corp 2 607 -22,53 126 -20,38
2026-04-17 13F Legacy Wealth Partners, LLC 30 191 -15,95 1 459 -13,37
2026-04-28 13F Hoey Investments, Inc 0 -100,00 0
2026-04-08 13F Spinnaker Investment Group, LLC 0 -100,00 0
2026-05-12 13F Carr Financial Group Corp 6 618 -6,15 320 -3,33
2026-05-14 13F Baltimore-Washington Financial Advisors, Inc. 16 095 -6,58 778 -3,72
2026-04-14 13F Davies Financial Advisors, Inc. 0 -100,00 0
2026-04-21 13F Delta Wealth Advisors LLC 18 134 -4,00 876 -1,02
2026-05-06 13F LPL Financial LLC 24 590 961 -8,89 1 188 235 -6,05
2026-05-07 13F Liberty Square Wealth Partners Llc 24 747 -10,41 1 196 -7,65
2026-04-03 13F Waller Financial Planning Group, Inc 222 063 -5,61 10 730 -2,67
2026-04-29 13F Strategic Blueprint, LLC 24 169 -6,21 1 168 -3,31
2026-02-12 13F Cloud Capital Management, LLC 0 -100,00 0
2026-05-12 13F Laurel Wealth Advisors LLC 0 -100,00 0
2026-05-15 13F Advisor Group Holdings, Inc. 1 900 594 -4,81 91 840 -1,85
2026-04-15 13F 21 West Wealth Management LLC 37 220 -2,65 1 798 0,39
2026-04-23 13F Intrua Financial, LLC 23 786 -6,00 1 149 -3,04
2026-05-13 13F McMill Wealth Management 0 -100,00 0
2026-04-29 13F WealthPLAN Partners, LLC 0 -100,00 0
2026-05-13 13F/A Quadrant Capital Group Llc 1 113 -17,31 54 -15,87
2026-05-15 13F Vertex Planning Partners, LLC 7 855 -0,32 380 2,71
2026-05-01 13F Abound Financial, Llc 542 399 -7,24 26 209 -4,35
2026-05-07 13F MidAtlantic Capital Management, Inc. 0 -100,00 0
2026-05-14 13F Ieq Capital, Llc 7 242 -44,03 350 -42,41
2026-05-01 13F Johnson Investment Counsel Inc 12 097 -6,74 585 -3,79
2026-05-15 13F RMB Capital Management, LLC 9 510 -6,77 460 -3,97
2026-05-15 13F Ascent Group, LLC 16 608 -18,66 802 -16,11
2026-04-16 13F Financial Management Network Inc 13 069 -7,61 665 -0,75
2026-05-29 13F Keel Point, LLC 6 920 -13,32 334 -10,70
2026-04-28 13F Astoria Portfolio Advisors LLC. 7 649 -12,35 406 -7,31
2026-04-13 13F/A Sunburst Financial Group, LLC 14 026 -0,26 678 2,89
2026-04-16 13F Warren Street Wealth Advisors, LLC 148 342 -2,01 7 168 1,03
2026-04-15 13F FNY Investment Advisers, LLC 0 -100,00 0
2026-02-11 13F Townsquare Capital Llc 0 -100,00 0 -100,00
2026-04-22 13F Onyx Bridge Wealth Group LLC 4 379 -31,00 212 -28,96
2026-05-11 13F PCA Investment Advisory Services Inc. 0 -100,00 0
2026-01-23 13F Guidance Capital, Inc 0 -100,00 0
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 336 883 -38,11 16 440 -37,84
2026-02-05 13F Blume Capital Management, Inc. 0 -100,00 0
2026-04-23 13F Marmo Financial Group, LLC 37 011 -3,69 1 788 -0,67
2026-05-11 13F Montis Financial, LLC 10 107 -5,37 488 -2,40
2026-04-15 13F Silverlake Wealth Management Llc 16 192 -3,01 782 0,00
2026-02-17 13F Angeles Wealth Management, Llc 0 -100,00 0
2026-04-07 13F Retirement Wealth Solutions LLC 0 -100,00 0
2026-05-14 13F Gunpowder Capital Management, LLC dba Oliver Wealth Management 8 755 -11,81 423 -9,03
2026-04-08 13F KWB Wealth 548 831 -9,12 25 718 -9,12
2026-04-15 13F Wealthcare Capital Management Llc 58 622 -0,52 2 833 2,57
2026-04-29 13F Richmond Investment Services, LLC 214 545 -4,27 10 367 -1,29
2026-05-04 13F HBW Advisory Services LLC 4 343 -67,31 210 -66,40
2026-05-15 13F Second Line Capital, LLC 9 989 -2,03 533 11,74
2026-04-10 13F Piscataqua Savings Bank 5 680 -18,62 274 -16,21
2026-05-15 13F Citadel Advisors Llc 0 -100,00 0 -100,00
2026-06-01 13F Foguth Wealth Management, LLC. 237 266 -33,69 12 796 -24,40
2026-05-15 13F Nikulski Financial, Inc. 20 794 -13,35 1 005 -10,68
2026-02-06 13F Global Retirement Partners, LLC 249 324 -1,09 11 683 0,06
2026-04-17 13F Defined Wealth Management, Llc 42 805 -0,89 2 068 2,22
2026-04-28 13F Raleigh Capital Management Inc. 53 261 -17,12 2 574 -14,55
2026-05-06 13F Brio Consultants, LLC 5 367 -5,19 288 8,68
2026-04-27 13F USAdvisors Wealth Management, LLC 6 507 -2,12 0
2026-05-12 13F Dogwood Wealth Management LLC 2 472 -2,14 119 0,85
2026-04-28 13F Stephens Inc /ar/ 11 176 -0,18 540 3,05
2026-04-10 13F Baker Tilly Financial, Llc 7 491 -0,47 362 2,56
2026-04-28 13F Bfsg, Llc 0 -100,00 0
2026-05-15 13F Blueprint Investment Partners LLC 49 825 -9,40 2 408 -6,56
2026-05-15 13F Leslie Global Wealth, LLC 135 376 -0,02 6 541 3,11
2026-04-24 13F National Asset Management, Inc. 28 257 -15,60 1 328 -15,31
2026-04-23 13F Summit Investment Advisory Services, LLC 15 158 -8,25 732 -5,43
2026-01-22 13F Brookwood Investment Group LLC 0 -100,00 0
2026-05-06 13F Deutsche Bank Ag\ 23 569 -21,89 1 139 -19,46
2026-04-28 13F Compton Financial Group, LLC 465 372 -23,25 22 487 -20,86
2026-04-15 13F Stanich Group LLC 4 666 -0,30 225 2,74
2026-04-09 13F IFG Advisors, LLC 44 111 -4,02 2 131 -1,02
2026-06-03 13F/A Wealthquest Corp 4 470 -9,75 216 -7,33
2026-04-15 13F Iams Wealth Management, Llc 11 454 -3,42 554 -0,36
2026-04-20 13F Penobscot Wealth Management 14 830 -0,24 717 2,87
2026-05-14 13F Capital Analysts, Inc. 61 664 -15,71 3 -33,33
2026-05-15 13F Transamerica Financial Advisors, Inc. 24 186 -11,17 1 169 -8,39
2026-04-22 13F Richard Bernstein Advisors LLC 2 208 -52,11 107 -50,93
2026-05-12 13F Absolute Capital Management, LLC 7 047 -10,74 341 -8,11
2026-05-06 13F Tyche Wealth Partners LLC 8 338 -1,70 403 1,26
2026-05-01 13F Mutual Advisors, LLC 11 313 -1,25 547 1,87
2026-04-21 13F Financial Consulate, Inc 118 -83,52 6 -84,85
2026-05-05 13F D.a. Davidson & Co. 142 110 -0,01 6 867 3,11
2026-05-15 13F GWM Advisors LLC 85 604 -62,73 6 001 -44,24
2026-04-17 13F RFG Advisory, LLC 118 444 -12,20 5 723 -9,46
2026-05-07 13F Midland Wealth Advisors Llc 963 862 -1,71 46 574 1,36
2026-04-30 13F Sequoia Financial Advisors, LLC 71 608 -1,26 3 460 1,82
2026-04-13 13F Hm Payson & Co 33 330 -2,39 1 611 0,63
2026-05-04 13F N.E.W. Advisory Services LLC 5 218 -24,00 252 -21,50
2026-05-11 13F Salomon & Ludwin, LLC 11 378 -0,60 555 1,28
2026-05-06 13F Quest 10 Wealth Builders, Inc. 5 804 -0,26 280 2,94
2026-05-12 13F Alliance Wealth Advisors, LLC /UT 15 195 -23,86 734 -21,50
2026-04-21 13F Gilpin Wealth Management, Llc 10 730 -4,75 518 -1,71
2026-05-06 13F American Financial & Tax Strategies Inc 5 724 -0,33 277 2,60
2026-05-27 13F Security Financial Services, INC. 8 988 -0,73 434 2,36
2026-05-19 13F Mascagni Wealth Management, Inc. 5 298 -7,59 256 -4,48
2026-05-12 13F Elite Financial, Inc. 10 104 -8,59 0
2025-12-11 13F/A Seros Financial, LLC 0 -100,00 0
2026-04-29 13F Resonant Capital Advisors, LLC 95 194 -21,77 4 600 -19,34
2026-01-12 13F Heartwood Wealth Advisors LLC 0 -100,00 0
2026-02-17 13F BTG Pactual Asset Management US LLC 0 -100,00 0
2026-05-06 13F Hartland & Co., LLC 22 963 -3,01 1 110 0,00
2026-04-10 13F Windsor Capital Management, LLC 292 052 -1,65 14 112 1,41
2026-04-27 13F Exencial Wealth Advisors, Llc 10 642 -0,01 514 3,21
2026-05-11 13F Legacy Edge Advisors, LLC 303 000 -32,80 14 641 -30,70
2026-05-08 13F Camelot Portfolios, LLC 0 -100,00 0
2026-04-20 13F Apella Capital, LLC 12 387 -5,74 653 6,02
2026-05-12 13F Waterloo Capital, L.P. 0 -100,00 0
2026-04-30 13F Verdence Capital Advisors LLC 8 474 -0,62 409 2,51
2026-04-24 13F Brown Financial Advisory 11 331 -16,04 548 -13,45
2026-05-05 13F PFG Advisors 8 677 -30,12 419 -27,88
2026-05-06 13F Sentinus, LLC 45 351 -3,30 2 191 -0,27
2026-01-20 13F Toth Financial Advisory Corp 0 -100,00 0 -100,00
2026-04-16 13F Brookstone Capital Management 5 610 -15,49 271 -12,86
2026-05-07 13F Fox Financial, Inc 0 -100,00 0
2026-05-14 13F Financial Engines Advisors L.L.C. 20 673 325 -2,15 998 935 0,90
2026-05-13 13F Pitcairn Wealth Advisors LLC 18 500 -0,01 867 0,00
2026-01-15 13F PFG Private Wealth Management, LLC 0 -100,00 0
2026-04-10 13F High Probability Advisors, LLC 6 662 -0,03 322 2,88
2026-05-05 13F SOUTH STATE Corp 11 -88,30 1 -100,00
2026-05-08 13F Moors & Cabot, Inc. 25 104 -0,30 1 213 2,88
2026-05-11 13F Wells Fargo & Company/mn 945 778 -4,95 45 700 -1,98
2026-02-11 13F M Holdings Securities, Inc. 0 -100,00 0
2026-04-17 13F Berman McAleer LLC 18 402 -7,54 889 -4,61
2026-05-13 13F Financial Synergies Wealth Advisors, Inc. 16 035 -4,55 775 -1,65
2026-04-21 13F International Private Wealth Advisors LLC 18 349 -15,27 887 -12,62
2026-05-12 13F Planwiser Financial, Llc 0 -100,00 0
2026-04-27 13F Td Private Client Wealth Llc 3 821 -2,35 185 0,55
2026-03-31 13F Sankala Group LLC 7 390 -0,28 354 -5,61
2026-04-21 13F Narus Financial Partners, LLC 7 355 -16,12 355 -13,41
2026-05-06 13F Precision Wealth Strategies, LLC 0 -100,00 0
2026-05-20 13F TrueWealth Financial Partners 0 -100,00 0
2026-05-15 13F/A Bradley Foster & Sargent Inc/ct 76 568 -11,11 3 700 -8,35
2026-04-07 13F Legacy Solutions, Llc 74 559 -6,30 3 603 -3,38
2026-04-17 13F Outlook Wealth Advisors, LLC 14 403 -19,26 696 -16,77
2026-04-28 13F Golden State Wealth Management, LLC 51 862 -30,61 2 506 -28,44
2026-04-24 13F Medallion Wealth Advisors, LLC 2 104 -2,55 102 0,00
2026-05-15 13F PSI Advisors, LLC 5 132 -6,94 248 -3,88
2026-05-14 13F Northern Trust Corp 9 706 -69,49 469 -68,59
2026-05-14 13F Gambit Capital Management, LLC 37 965 -17,13 1 834 -14,54
2026-04-21 13F Venturi Wealth Management, LLC 22 100 -5,74 1 068 -2,82
2026-04-24 13F Private Advisor Group, LLC 969 204 -18,53 46 832 -15,99
2026-02-12 13F Jane Street Group, Llc Call 0 -100,00 0 -100,00
2026-05-14 13F Modern Wealth Management, LLC 56 364 -5,10 2 742 -1,51
2026-04-27 13F Syntegra Private Wealth Group, LLC 213 495 -12,66 10 316 -9,94
2026-04-16 13F Capital Advisors, Ltd. LLC 2 278 -48,53 0
2026-05-08 13F Idaho Trust Bank 17 029 -13,89 823 -11,23
2026-05-14 13F Elgethun Capital Management 18 126 -4,91 876 -2,02
2026-05-04 13F Lifeworks Advisors, LLC 14 903 -0,41 720 2,71
2026-04-24 13F ERn Financial, LLC 8 576 -22,33 414 -19,92
2026-04-24 13F EJMK Ventures LLC 6 480 -1,61 313 1,62
2026-05-11 13F Shoker Investment Counsel, Inc. 40 446 -4,23 1 954 -1,21
2026-05-14 13F Hilltop Holdings Inc. 0 -100,00 0
2026-04-23 13F Caliber Wealth Management, LLC / KS 30 561 -6,96 1 477 -4,09
2026-05-13 13F Caitlin John, LLC 9 057 -23,72 438 -21,40
2026-05-05 13F Duncan Williams Asset Management, LLC 5 216 -13,93 252 -17,38
2026-04-23 13F Kagan Cocozza Asset Management 25 163 -4,40 1 216 -1,46
2026-04-27 13F Truist Financial Corp 759 436 -2,07 36 696 0,98
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-05-06 13F Modera Wealth Management, LLC 57 079 -18,11 2 758 -15,55
2026-05-08 13F Mitsubishi UFJ Asset Management (UK) Ltd. 122 585 -15,80 6 -16,67
2026-04-14 13F Lockerman Financial Group, Inc. 16 314 -14,27 788 -11,56
2026-04-15 13F Cypress Financial Planning Llc 4 988 -2,56 241 -0,41
2026-04-21 13F Sunpointe, LLC 8 132 -5,78 393 -2,97
2026-05-06 13F Gerber Kawasaki Wealth & Investment Management 124 320 -17,72 6 007 -15,14
2026-04-27 13F Denver Wealth Management, Inc. 14 728 -5,74 712 -2,87
2026-04-23 13F Ironwood Wealth Management, LLC. 53 519 -3,27 2 586 -0,23
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 1 137 153 -3,41 54 947 -0,40
2026-01-28 13F Milestone Asset Management, Llc 0 -100,00 0
2026-04-20 13F Naples Global Advisors, Llc 52 565 -0,21 2 540 2,88
2026-04-20 13F Clune & Associates, Ltd. 6 806 -0,29 329 2,82
2026-05-13 13F Crews Bank & Trust 486 725 -6,15 23 519 -3,23
2026-04-22 13F Stone House Investment Management, LLC 410 -14,41 20 -13,64
2026-05-11 13F Vantagepoint Investment Advisers Llc 1 287 969 -1,59 62 235 1,47
2026-05-12 13F Tiaa Trust, National Association 0 -100,00 0
2026-05-06 13F Goodman Financial Corp 42 473 -0,91 2 052 2,19
2026-04-27 13F PAX Financial Group, LLC 6 950 -4,98 336 -2,05
2026-02-12 13F Foster Dykema Cabot & Partners, Llc 0 -100,00 0
2026-04-16 13F Annex Advisory Services, LLC 66 334 -4,53 3 205 -1,54
2026-04-24 13F Alexis Investment Partners, LLC 0 -100,00 0
2026-05-01 13F UNIVEST FINANCIAL Corp 103 204 -61,68 4 987 -60,49
2026-02-04 13F AIFG Consultants Ltd. 5 288 -15,15 248 -14,24
2026-04-30 13F Titleist Asset Management, Llc 17 928 -0,29 866 2,85
2026-04-29 13F Navalign, LLC 0 -100,00 0
2026-02-04 13F Clark Wealth Partners 0 -100,00 0
2026-05-06 13F NovaPoint Capital, LLC 43 012 -0,29 2 078 2,82
2026-04-27 13F Albion Financial Group /ut 0 -100,00 0
2026-04-14 13F Focus Financial Network, Inc. 189 103 -74,68 9 137 -73,89
2026-05-19 13F McIlrath & Eck, LLC 10 299 -3,36 498 -0,40
2026-05-12 13F IFG Advisory, LLC 0 -100,00 0
2026-05-12 13F Columbia River Financial Group, LLC 16 543 -0,52 1
2026-04-30 13F Private Trust Co Na 55 883 -6,53 2 700 -3,61
2026-05-15 13F Toroso Investments, LLC 0 -100,00 0
2026-05-11 13F Shepherd Financial Partners LLC 376 271 -2,47 18 181 0,58
2026-05-13 13F Tandem Investment Partners LLC 47 510 -0,04 2 296 3,05
2026-05-01 13F Guardian Wealth Advisors, LLC 4 357 -2,68 211 0,48
2026-04-08 13F First Heartland Consultants, Inc. 8 071 -4,86 390 -2,02
2026-04-15 13F Exchange Traded Concepts, Llc 0 -100,00 0
2026-04-16 13F Balboa Wealth Partners 11 717 -18,50 566 -15,90
2026-05-11 13F Collier Financial 148 220 -1,92 7 162 1,13
2026-05-01 13F Richardson Financial Services Inc. 25 638 -17,58 1 239 -14,80
2026-05-11 13F SCS Capital Management LLC 90 239 -5,27 4 360 -2,33
2026-05-11 13F Seeds Investor Llc 81 676 -14,78 4 208 -6,32
2026-04-10 13F Legacy Wealth Management, LLC / MS 0 -100,00 0
2026-04-13 13F Creative Financial Designs Inc /adv 9 841 -7,47 475 -4,62
2026-04-20 13F SILVER OAK SECURITIES, Inc 6 776 -7,44 327 -5,76
2026-04-13 13F St Germain D J Co Inc 617 033 -3,87 29 815 -0,87
2026-05-11 13F Blueprint Financial Advisors LLC 24 686 -12,31 1 193 -9,63
2026-04-23 13F Atlas Private Wealth Advisors 349 866 -1,85 16 906 1,21
2026-05-15 13F Stadion Money Management, LLC 861 902 -6,97 42 -99,91
2026-05-11 13F Umb Bank N A/mo 201 -59,39 10 -60,87
2026-05-01 13F International Assets Investment Management, Llc 820 -11,35 40 -9,30
2026-05-14 13F Integrity Financial Corp /WA 6 912 -8,56 334 -5,65
2026-05-01 13F Sachetta, LLC 903 -75,05 44 -74,56
2026-01-30 13F Bogart Wealth, LLC 0 -100,00 0
2026-04-22 13F Matauro, Llc 0 -100,00 0
2026-04-28 13F Wealth Management Resources, Inc. 92 801 -1,40 4 484 1,68
2026-04-10 13F Sunflower Bank, N.A. 39 638 -6,92 1 915 -4,01
2026-05-15 13F Asset Management Group, Inc. 146 587 -0,52 7 083 2,59
2026-04-21 13F Ketron Financial 6 993 -0,14 338 2,74
2026-05-07 13F Crewe Advisors LLC 240 -52,00 12 -52,17
2026-05-20 13F January Capital Advisors LLC 6 803 -66,56 329 -55,19
2026-05-13 13F May Barnhard Investments LLC 5 248 -16,78 254 -14,24
2026-05-14 13F Power Wealth Management Llc 0 -100,00 0
2026-05-11 13F POM Investment Strategies, LLC 775 -95,18 37 -95,08
2026-02-05 13F RiverFront Investment Group, LLC 0 -100,00 0
2026-04-20 13F Kestra Private Wealth Services, Llc 10 546 -1,41 510 1,60
2026-04-20 13F Jfs Wealth Advisors, Llc 1 333 -14,50 64 -12,33
2026-05-11 13F REAP Financial Group, LLC 341 -29,40 16 -27,27
2026-04-20 13F Global Financial Private Client, LLC 25 773 -11,29 1 245 -8,52
2026-05-12 13F GGM Financials LLC 3 175 -5,76 153 -2,55
2026-02-06 13F Municipal Employees' Retirement System of Michigan 0 -100,00 0
2026-04-21 13F MBE Wealth Management, LLC 6 181 -4,73 299 -1,97
2026-04-13 13F Affinity Capital Advisors, LLC 44 330 -0,81 2 142 2,29
2026-04-20 13F Keudell/Morrison Wealth Management 8 312 -2,58 402 0,50
2026-05-11 13F Eldridge Investment Advisors, Inc. 22 187 -0,07 1 072 3,08
2026-05-11 13F TD Capital Management LLC 22 079 -6,41 1 067 -3,53
2026-04-22 13F Landmark Wealth Management, Inc. 104 370 -17,76 5 043 -15,20
2026-05-15 13F Plan A Wealth LLC 6 072 -21,21 293 -18,84
2026-05-04 13F Worth Financial Advisory Group, LLC 0 -100,00 0
2026-05-01 13F Thrivent Financial For Lutherans 96 912 -44,00 5 -50,00
2026-04-27 13F Garrett Wealth Advisory Group, LLC 457 334 -1,59 22 098 1,47
2026-05-15 13F Vista Investment Management 12 758 -11,32 616 -8,61
2026-05-15 13F Wealth Watch Advisors, INC 0 -100,00 0
2026-05-08 13F Fund Evaluation Group, LLC 431 328 -5,07 20 842 -2,12
2026-04-07 13F Park Avenue Securities Llc 375 765 -2,56 18 0,00
2026-05-13 13F Garden State Investment Advisory Services LLC 62 945 -0,67 3 045 2,42
2026-05-15 13F Larson Financial Group LLC 86 420 -14,48 4 176 -11,83
2026-04-22 13F Arcadia Investment Management Corp/mi 13 -89,43 1 -100,00
2026-05-12 13F Ameritas Advisory Services, LLC 8 224 -6,89 397 -3,87
2026-04-27 13F Latitude Advisors, LLC 9 160 -13,26 443 -10,53
2026-01-29 13F RMR Wealth Builders 0 -100,00 0
2026-04-28 13F Belpointe Asset Management LLC 35 092 -5,20 1 696 -2,25
2026-04-28 13F BLB&B Advisors, LLC 7 026 -7,56 339 -4,78
2026-02-17 13F Minichmacgregor Wealth Management, Llc 0 -100,00 0
2026-05-14 13F Morningstar Investment Management LLC 774 051 -23,49 37 402 79 478,72
2026-05-01 13F Anchor Investment Management, LLC 9 463 -1,29 457 1,78
2026-05-01 13F Sovran Advisors, LLC 4 904 -15,96 262 -10,92
2026-05-08 13F Troutman Wealth Management, LLC 17 713 -0,66 856 2,40
2026-05-12 13F Bnp Paribas Arbitrage, Sa 0 -100,00 0
2026-05-15 13F Safe Harbor Fiduciary, LLC 0 -100,00 0
2025-12-09 13F/A Tudor Investment Corp Et Al 0 -100,00 0
2026-05-12 13F Bank of Jackson Hole Trust 0 -100,00 0
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-04-07 13F Deane Retirement Strategies, Inc. 0 -100,00 0
2026-05-14 13F Atomi Financial Group, Inc. 6 789 -7,62 328 -4,65
2026-04-27 13F Sound Income Strategies, LLC 2 656 -4,97 129 -7,86
2026-04-23 13F 626 Financial, LLC 105 206 -0,87 5 084 2,23
2026-05-07 13F Tidemark, LLC 13 944 -19,67 674 -17,22
2026-04-17 13F United Advisor Group, LLC 5 466 -7,21 264 -4,35
2026-04-10 13F Voisard Asset Management Group, Inc. 10 513 -10,09 508 -7,31
2026-05-01 13F Midwest Trust Co 126 702 -1,34 6 122 1,73
2026-04-13 13F Woodside Wealth Management LLC 0 -100,00 0
2026-04-14 13F Lee-Kelleher Wealth Management 27 028 -6,89 1 306 -4,04
2026-05-08 13F Align Financial, LLC 777 -97,87 38 2,78
2026-04-16 13F True Vision MN LLC 4 219 -19,52 204 -17,14
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