VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF – Własność instytucjonalna – Sprzedawcy

Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
US ˙ ARCA ˙ US9229077469

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
(%)
2026-05-15 13F Fiduciary Trust Co 294 858 -2,40 14 710 -3,18
2026-05-08 13F Blair William & Co/il 74 042 -9,32 3 694 -10,06
2026-05-13 13F Elm Partners Management LLC 375 373 -17,07 18 682 -17,93
2026-04-30 13F Mascoma Wealth Management LLC 5 034 -3,78 251 -4,56
2026-05-15 13F Cardiff Park Advisors, Llc 211 848 -16,07 10 569 -16,74
2026-05-12 13F IFG Advisory, LLC 3 800 -90,10 190 -90,20
2026-04-24 13F Keystone Global Partners, LLC 187 863 -31,53 9 372 -32,08
2026-01-26 13F XY Planning Network, Inc. 0 -100,00 0
2026-05-15 13F Tower Research Capital LLC (TRC) 252 -30,00 13 -33,33
2026-05-15 13F Change Path, LLC 21 447 -15,31 1 070 -16,03
2026-02-26 13F Ssa Swiss Advisors Ag 33 898 -3,91 1 705 -3,46
2026-05-15 13F Wealth Preservation Advisors, LLC 0 -100,00 0
2026-04-21 13F Roth Financial Partners LLC 232 030 -2,20 11 574 -2,99
2026-04-22 13F Aspire Private Capital, LLC 83 567 -2,87 4 169 -3,63
2026-05-04 13F Carrera Capital Advisors 11 255 -3,02 562 -3,77
2026-02-17 13F Wellington Management Group Llp 0 -100,00 0
2026-05-05 13F Beaumont Financial Advisors, LLC 32 519 -10,30 1 622 -11,03
2026-05-04 13F Evernest Financial Advisors, LLC 15 415 -0,50 778 -0,77
2026-04-08 13F Arlington Trust Co LLC 0 -100,00 0
2026-04-08 13F Stonebridge Financial Group, LLC 299 960 -2,18 14 965 -2,96
2026-05-15 13F Ascent Group, LLC 111 148 -8,14 5 545 -8,86
2026-05-14 13F Schneider Downs Wealth Management Advisors, LP 147 287 -1,94 7 348 -2,71
2026-05-06 13F Fiduciary Wealth Partners, LLC 20 850 -73,47 1 040 -73,68
2026-05-13 13F O'shaughnessy Asset Management, Llc 233 246 -16,58 11 637 -17,25
2026-04-29 13F Sigma Investment Counselors Inc 11 248 -8,34 561 -9,08
2026-05-08 13F Bokf, Na 0 -100,00 0
2026-02-12 13F von Borstel & Associates, Inc. 0 -100,00 0
2026-04-20 13F Ritholtz Wealth Management 0 -100,00 0
2026-04-28 13F LGT Financial Advisors LLC 1 008 -0,20 50 0,00
2026-05-08 13F SHP Wealth Management 0 -100,00 0
2026-04-03 13F Investors Research Corp 320 -50,00 16 -53,12
2026-05-08 13F Pnc Financial Services Group, Inc. 2 462 866 -3,81 122 872 -4,57
2026-05-05 13F Tortoise Investment Management, LLC 66 579 -0,60 3 322 -1,40
2026-01-16 13F Mattern Wealth Management LLC 0 -100,00 0
2026-04-20 13F Watchman Group, Inc. 0 -100,00 0
2026-04-27 13F Hunter Associates Investment Management Llc 12 472 -3,85 1
2026-04-29 13F Your Advocates Ltd., LLP 0 -100,00 0
2026-05-21 13F Verus Capital Partners, Llc 6 670 -38,65 333 -39,19
2026-04-21 13F Compass Advisory Group LLC 78 912 -2,25 3 937 -3,05
2026-05-14 13F Beaird Harris Wealth Management, LLC 894 199 -0,45 44 612 -1,24
2026-04-22 13F Ariston Services Group 0 -100,00 762 -0,78
2026-04-08 13F NorthCrest Asset Manangement, LLC 26 781 -36,83 1 339 -37,31
2026-04-21 13F Artesa Financial Group, LLC 6 277 -15,00 313 -15,63
2026-04-27 13F Wbh Advisory Inc 22 345 -43,44 1 115 -43,86
2026-05-12 13F Alaethes Wealth LLC 124 295 -1,46 6 201 -2,24
2026-05-13 13F American Investment Services, Inc. 81 673 -1,29 4 075 -2,09
2026-05-15 13F MGO Private Wealth, LLC 0 -100,00 0
2026-01-26 13F Roof Eidam & Maycock/adv 0 -100,00 0 -100,00
2026-05-05 13F Steel Peak Wealth Management LLC 47 246 -1,30 2 357 -2,08
2026-04-10 13F Rede Wealth, LLC 66 928 -0,58 3 339 -1,36
2026-05-05 13F Atria Investments Llc 50 152 -33,95 2 502 -34,47
2026-05-12 13F Tiaa Trust, National Association 532 395 -96,19 26 561 -96,22
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 34 257 -94,62 1 709 -94,66
2026-05-15 13F Summit Financial, LLC 163 784 -2,56 8 171 -3,34
2026-05-04 13F Stirlingshire Investments, Inc. 18 287 -2,26 912 -2,98
2026-05-11 13F Texas Capital Bank Wealth Management Services Inc 913 240 -1,59 45 562 -2,37
2026-04-27 13F Revisor Wealth Management LLC 23 946 -12,07 1 195 -13,10
2026-05-12 13F Croban 9 895 -26,89 494 -27,50
2026-05-01 13F Innovative Wealth Building LLC 4 462 -0,84 223 -1,77
2026-04-30 13F Legacy Financial Advisors, Inc. 20 943 -14,80 1 045 -15,53
2026-04-22 13F Goodman Advisory Group, LLC 132 371 -1,02 6 604 -1,81
2026-04-24 13F Kendall Capital Management 4 467 -13,06 223 -13,95
2026-04-17 13F Stewardship Advisors, LLC 163 758 -11,15 8 170 -11,86
2026-05-04 13F Optima Capital Llc 0 -100,00 0
2026-04-07 13F Trinity Financial Advisors LLC 132 773 -1,25 6 624 -2,03
2026-04-28 13F Fortis Capital Advisors, LLC 7 582 -51,92 378 -52,33
2026-05-13 13F Prestige Wealth Management Group LLC 44 216 -15,92 2 206 -16,60
2026-05-13 13F ShoreHaven Wealth Partners, LLC 11 430 -22,78 570 -23,39
2026-05-05 13F Clarity Asset Management, Inc. 1 330 -0,89 66 -1,49
2026-04-10 13F Revolve Wealth Partners, LLC 20 085 -22,38 1 002 -22,98
2026-02-10 13F Garde Capital, Inc. 0 -100,00 0
2026-04-15 13F Cypress Wealth Services, LLC 20 542 -0,12 1 025 -0,97
2026-05-07 13F Greykasell Wealth Strategies, Inc. 138 -36,11 7 -40,00
2026-05-06 13F Assetmark, Inc 336 750 -2,85 16 800 -3,62
2026-05-13 13F First Citizens Bank & Trust Co 609 855 -0,23 30 426 -1,02
2026-04-28 13F Bravias Capital Group, LLC 0 -100,00 0
2026-05-12 13F Chesapeake Asset Management Llc 1 232 -31,71 61 -32,22
2026-04-10 13F RTD Financial Advisors, Inc. 177 373 -1,91 8 849 -2,68
2026-04-16 13F Rockland Trust Co 5 616 -12,93 280 -13,58
2026-05-13 13F AE Wealth Management LLC 17 408 -22,58 868 -23,19
2026-05-04 13F Wealthgarden F.s. Llc 14 031 -0,45 700 -1,69
2026-05-14 13F White Lighthouse Investment Management Inc. 24 058 -0,82 1 200 -1,56
2026-05-14 13F BTG Pactual Asset Management US LLC 90 255 -4,55 4 503 -2,89
2026-04-16 13F Capital Investment Advisors, LLC 6 960 -42,12 347 -42,55
2026-01-26 13F Riverview Trust Co 0 -100,00 0
2026-01-23 13F Avion Wealth 0 -100,00 0
2026-04-24 13F Medallion Wealth Advisors, LLC 0 -100,00 0
2026-04-13 13F Whalen Wealth Management Inc. 5 727 -2,92 286 -3,72
2026-04-27 13F Moneywise, Inc. 63 902 -12,98 3 188 -13,65
2026-04-16 13F Johnson Bixby & Associates, LLC 12 170 -44,30 607 -44,72
2026-06-04 13F Evansbrook LLC 34 960 -1,13 1 744 -1,91
2026-05-20 13F Hobbs Group Advisors, LLC 10 289 -2,56 513 -3,39
2025-12-08 13F Tull Financial Group, Inc. 0 -100,00 0 -100,00
2026-05-01 13F Eq Wealth Advisors, Llc 0 -100,00 0
2026-05-15 13F/A EverSource Wealth Advisors, LLC 97 016 -4,59 4 840 -5,34
2026-02-03 13F Farmers & Merchants Investments Inc 0 -100,00 0
2026-04-15 13F Planning Directions Inc 12 640 -31,86 631 -32,40
2026-02-11 13F Curio Wealth, Llc 0 -100,00 0
2026-05-11 13F Commerce Bank 39 831 -18,07 1 987 -18,70
2026-04-21 13F Nabity-Jensen Investment Management Inc 6 977 -8,85 348 -9,37
2026-05-11 13F MCF Advisors LLC 13 486 -0,77 673 -1,61
2026-04-21 13F Accredited Investor Services, Llc 20 545 -0,49 1 025 -1,35
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-05-11 13F Atlas Legacy Advisors, LLC 9 863 -2,68 492 -3,34
2026-05-05 13F Keyvantage Wealth, Llc 14 259 -0,08 711 -0,84
2026-05-12 13F Stokes Family Office, LLC 70 792 -34,97 3 532 -35,50
2026-05-13 13F Heritage Wealth Advisors 1 288 -3,66 64 -4,48
2026-04-09 13F Aletheian Wealth Advisors LLC 21 809 -25,94 1 088 -26,19
2026-04-16 13F Annex Advisory Services, LLC 4 625 -1,15 231 -2,13
2026-04-29 13F Schmidt P J Investment Management Inc 65 530 -0,66 3 269 -1,45
2026-04-23 13F Glass Jacobson Investment Advisors llc 29 182 -0,88 1 456 -1,69
2026-05-13 13F Family Office Research LLC 0 -100,00 0
2026-01-16 13F YHB Investment Advisors, Inc. 0 -100,00 0
2026-04-29 13F Strategic Blueprint, LLC 151 125 -5,46 7 540 -6,22
2026-04-28 13F Bogart Wealth, LLC 1 371 -26,76 68 -27,66
2026-05-07 13F Burk Holdings LLC 4 490 -11,77 224 -12,16
2026-05-29 13F Mullaney, Keating & Wright, Inc. 0 -100,00 0
2026-01-23 13F Fonville Wealth Management LLC 0 -100,00 0
2026-04-14 13F Wealthcare Advisory Partners LLC 75 100 -9,92 3 747 -10,64
2026-04-16 13F First Merchants Corp 16 500 -3,48 823 -4,19
2026-04-07 13F Anderson Hoagland & Co 311 766 -1,92 15 554 -2,70
2026-04-29 13F Brighton Securities Corp. 6 398 -10,32 319 -10,89
2026-06-01 13F Concorde Asset Management, LLC 5 562 -23,04 277 -23,69
2026-05-12 13F Investor's Fiduciary Advisor Network, LLC 0 -100,00 0
2026-05-14 13F Brown Brothers Harriman & Co 19 478 -30,99 972 -31,57
2026-05-07 13F Washington Trust Bank 4 426 -11,28 221 -12,00
2026-05-05 13F West Michigan Advisors, Llc 10 594 -17,24 529 -17,88
2026-05-14 13F Dynasty Wealth Management, Llc 0 -100,00 0
2026-02-06 13F Lazard Freres Gestion S.A.S. 0 -100,00 0
2026-04-23 13F Financial Guidance Group, Inc. 75 446 -0,20 3 764 -1,00
2026-04-23 13F Oregon Pacific Wealth Management, LLC 0 -100,00 0
2026-05-08 13F Bristlecone Value Partners, LLC 19 108 -1,69 953 -2,46
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-05-12 13F Cooper/haims Advisors, Llc 161 873 -2,81 8 076 -3,58
2026-05-04 13F Lifeworks Advisors, LLC 11 401 -10,21 569 -10,97
2026-05-01 13F Wealthspire Advisors, LLC 675 736 -1,71 33 712 -2,49
2026-05-15 13F Hyundai Investments Co., Ltd. 8 980 -20,94 447 -21,89
2026-05-20 13F SOA Wealth Advisors, LLC. 867 -38,51 43 -38,57
2026-02-17 13F High Falls Advisors, Inc 124 241 -6,43 6 248 -6,00
2026-04-22 13F Pinnacle Bancorp, Inc. 23 807 -0,31 1 188 -1,17
2026-05-05 13F Regions Financial Corp 295 420 -12,05 14 739 -12,75
2026-04-17 13F CENTRAL TRUST Co 2 577 -8,36 129 -9,22
2026-05-13 13F Calton & Associates, Inc. 0 -100,00 0
2026-05-08 13F McAdam, LLC 77 130 -2,99 3 848 -3,75
2026-05-05 13F Coquina Private Wealth LLC 27 124 -0,67 1 353 -1,46
2026-05-15 13F Mission Wealth Management, Lp 17 582 -3,23 877 -3,94
2026-04-15 13F Norden Group Llc 21 715 -2,05 1 083 -2,78
2026-04-09 13F PFS Partners, LLC 0 -100,00 0
2026-04-14 13F American State Bank (Iowa) 0 -100,00 0
2026-05-15 13F Wick Capital Partners, LLC 6 470 -7,17 323 -8,00
2026-04-16 13F BridgePort Financial Solutions, LLC 13 883 -17,77 693 -18,49
2026-05-14 13F Northern Trust Corp 14 599 761 -4,88 728 382 -5,64
2026-05-14 13F Ade, Llc 13 631 -6,82 680 -7,48
2026-05-14 13F Pinnacle Financial Partners, Inc. 94 785 -34,56 4 729 -35,09
2026-01-27 13F Optas, LLC 0 -100,00 0
2026-04-14 13F LifeGoal Wealth Advisors 21 702 -0,45 1 083 -1,10
2026-05-04 13F Brookwood Investment Group LLC 6 580 -1,30 328 -2,09
2026-05-12 13F Cascade Financial Partners, LLC 108 408 -1,64 5 408 -2,44
2026-05-05 13F Ackerman Capital Advisors, LLC 957 011 -2,44 47 745 -3,22
2026-05-06 13F Modera Wealth Management, LLC 625 727 -2,39 31 218 -3,16
2026-05-01 13F Global Wealth Management Investment Advisory, Inc. 6 538 -46,43 326 -46,82
2026-05-05 13F Cherry Tree Wealth Management, LLC 144 914 -0,26 7 230 -1,05
2026-02-17 13F Redwood Investment Management, Llc 0 -100,00 0
2026-04-27 13F River's Edge Wealth Management, Llc 26 280 -6,55 1 326 -7,21
2026-01-15 13F PFG Private Wealth Management, LLC 0 -100,00 0
2026-05-12 13F Colonial Trust Co / SC 5 342 -0,78 267 -1,48
2026-05-06 13F SP Asset Management LLC 39 720 -28,09 1 982 -28,66
2026-05-13 13F LM Advisors LLC 557 -0,71 11 0,00
2026-04-15 13F Occidental Asset Management, LLC 13 392 -4,32 668 -4,98
2026-01-23 13F Bowman & Co S.C. 110 795 -1,11 5 572 -0,68
2026-04-03 13F Coastline Trust Co 44 147 -65,02 2 202 -65,31
2026-04-17 13F Legacy Wealth Partners, LLC 104 005 -1,13 5 189 -1,93
2026-05-13 13F Freestone Capital Holdings, LLC 27 497 -11,55 1 372 -12,28
2026-04-20 13F CWA Asset Management Group, LLC 10 241 -5,11 511 -5,90
2026-05-14 13F Us Bancorp \de\ 3 492 612 -0,46 174 246 -1,26
2026-04-28 13F Integrated Advisors Network LLC 141 522 -11,01 7 061 -11,72
2026-04-21 13F RCS Financial Planning, LLC 94 040 -4,33 4 692 -5,10
2026-04-15 13F Silverlake Wealth Management Llc 36 560 -5,51 1 824 -6,22
2026-04-30 13F Acorn Wealth Advisors, LLC 11 936 -0,45 595 -1,16
2026-05-08 13F Evolution Wealth Advisors, LLC 30 273 -7,75 1 510 -8,48
2026-05-01 13F Summit Place Financial Advisors, LLC 0 -100,00 0
2026-04-21 13F Topsail Wealth Management, LLC 1 100 757 -0,47 54 917 -1,26
2026-04-30 13F Costello Asset Management, INC 0 -100,00 0
2026-01-08 13F Gryphon Financial Partners LLC 0 -100,00 0
2026-04-29 13F Axxcess Wealth Management, Llc 0 -100,00 0
2026-05-14 13F O'ROURKE & COMPANY, Inc 50 253 -0,68 2 507 -1,45
2026-05-07 13F Transce3nd, LLC 811 -18,00 40 -20,00
2026-05-15 13F Qube Research & Technologies Ltd 11 093 -41,15 553 -41,67
2026-02-04 13F Timonier Family Office, LTD. 62 174 -9,46 3 127 -9,08
2026-04-08 13F Lpwm Llc 65 483 -2,14 3 267 -2,94
2026-05-14 13F VestGen Advisors, LLC 54 127 -0,74 2 713 -1,09
2026-04-17 13F Blankinship & Foster, LLC 16 313 -33,64 814 -34,22
2026-05-14 13F Keebeck Wealth Management, LLC 189 547 -6,39 9 456 -7,13
2026-04-28 13F Astoria Portfolio Advisors LLC. 9 827 -16,52 496 -17,36
2026-04-28 13F Argonautica Private Wealth Management, Inc 9 129 -20,24 455 -20,87
2026-05-14 13F Evergreen Capital Management Llc 745 522 -0,01 37 194 -0,81
2026-02-06 13F Mach-1 Financial Group, Inc. 0 -100,00 0
2026-05-11 13F TAGStone Capital, Inc. 67 631 -14,85 3 374 -15,52
2026-05-12 13F Bear Mountain Capital, Inc. 97 074 -5,34 4 899 -5,59
2026-02-13 13F Palisade Asset Management, LLC 0 -100,00 0
2026-04-15 13F Founders Grove Wealth Partners, Llc 6 256 -35,65 312 -36,07
2026-01-28 13F Fairway Wealth LLC 0 -100,00 0
2026-05-15 13F Glen Eagle Advisors, LLC 40 142 -0,25 2 003 -1,04
2026-04-08 13F Spinnaker Investment Group, LLC 4 076 -0,78 203 -1,46
2026-04-09 13F Everhart Financial Group, Inc. 31 789 -0,92 1 586 -1,74
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 357 -27,59 18 -29,17
2026-04-27 13F BIP Wealth, LLC 0 -100,00 0
2026-04-21 13F Christine Messmer Pc 66 836 -2,10 3 334 -2,88
2026-04-21 13F Foster & Motley Inc 311 346 -0,26 16 0,00
2026-04-20 13F Thoma Capital Management LLC 0 -100,00 0
2026-05-01 13F Northcape Wealth Management, Llc 6 908 -5,47 345 -6,27
2026-05-12 13F Sfmg, Llc 33 282 -14,84 1 660 -15,52
2026-05-01 13F/A Kohmann Bosshard Financial Services, LLC 19 463 -0,53 971 -1,22
2026-04-30 13F LRI Investments, LLC 3 589 -21,86 179 -22,17
2026-05-06 13F Kera Capital Partners, Inc. 5 182 -0,31 259 -1,53
2026-05-04 13F Glassman Wealth Services 91 682 -36,91 4 574 -37,40
2026-04-24 13F Essex Financial Services, Inc. 7 698 -8,05 384 -8,79
2026-04-22 13F Detalus Advisors, LLC 48 628 -0,56 2 426 -1,34
2026-04-17 13F BCS Wealth Management 4 344 -50,00 217 -50,46
2026-02-11 13F Parallel Advisors, LLC 6 910 -11,58 348 -11,25
2026-05-14 13F Galvin, Gaustad & Stein, LLC 56 463 -9,70 2 817 -10,43
2026-05-05 13F Crestwood Advisors Group LLC 715 114 -14,91 35 677 -15,58
2026-05-11 13F Aptus Capital Advisors, LLC 184 876 -12,04 9 223 -12,74
2026-05-14 13F Bank Of Hawaii 236 069 -3,59 11 777 -4,35
2026-05-15 13F Cape Investment Advisory, Inc. 0 -100,00 0
2026-05-01 13F Abound Financial, Llc 0 -100,00 0
2026-05-06 13F Avalon Trust Co 497 -50,00 25 -51,02
2026-05-11 13F Per Stirling Capital Management, LLC. 26 197 -64,12 1 307 -64,42
2026-05-14 13F Baird Financial Group, Inc. 1 707 796 -3,05 85 202 -3,82
2026-04-22 13F Apollon Wealth Management, LLC 41 999 -31,29 2 095 -31,83
2026-04-21 13F Oak Wealth Advisors LLC 29 649 -4,55 1 479 -5,31
2026-04-27 13F Capital Investment Services of America, Inc. 72 725 -7,62 3 628 -8,36
2026-04-07 13F Orgel Wealth Management, LLC 3 465 055 -2,58 172 872 -3,36
2026-04-24 13F Keybank National Association/oh 181 283 -15,89 9 044 -16,56
2026-05-13 13F Sepio Capital, LP 39 070 -14,49 1 949 -15,15
2026-04-16 13F Phillips Financial Management, Llc 41 985 -5,68 2 095 -6,43
2026-05-05 13F Sanctuary Advisors, LLC 1 361 467 -4,94 67 924 -5,70
2026-05-04 13F Avantax Planning Partners, Inc. 93 553 -36,98 4 667 -37,48
2026-04-13 13F Woodside Wealth Management LLC 0 -100,00 0
2026-02-17 13F North Capital, Inc. 0 -100,00 0
2026-05-07 13F Crewe Advisors LLC 2 035 -64,37 102 -64,81
2026-01-20 13F Cromwell Holdings LLC 0 -100,00 0
2026-04-28 13F Spurstone Advisory Services, LLC 5 -84,38 0 -100,00
2026-04-15 13F DecisionMap Wealth Management, LLC 6 704 -11,26 334 -11,87
2026-05-08 13F Cornerstone Financial Management LLC 29 384 -3,92 1 466 -4,75
2026-04-16 13F GEN Financial Management, INC. 36 619 -10,34 1 827 -11,06
2026-02-11 13F Janney Capital Management LLC 12 329 -0,19 1
2026-05-04 13F LJI Wealth Management, LLC 29 473 -33,62 1 470 -34,17
2026-05-11 13F TD Capital Management LLC 88 654 -1,44 4 423 -2,23
2026-04-23 13F Accurate Wealth Management, LLC 5 257 -55,80 264 -56,07
2026-04-13 13F Farrell Financial LLC 21 326 -4,74 1 064 -5,51
2026-04-28 13F Golden State Wealth Management, LLC 675 -88,22 34 -88,54
2026-04-30 13F Landaas & Co /wi /adv 12 562 -2,90 627 -3,69
2026-05-13 13F Brinker Capital Investments, LLC 19 670 -85,26 981 -85,39
2026-03-23 13F/A Barclays Plc 0 -100,00 0
2026-04-30 13F Verdence Capital Advisors LLC 8 612 -55,26 430 -55,68
2026-04-21 13F Columbus Macro, LLC 28 508 -1,99 1 422 -2,74
2026-04-24 13F Peregrine Asset Advisers, Inc. 15 116 -1,63 754 -2,33
2026-05-06 13F Brio Consultants, LLC 12 885 -3,11 646 -3,29
2026-05-15 13F Core Wealth Advisors, Inc. 12 601 -6,79 629 -7,51
2026-05-08 13F Prime Capital Investment Advisors, LLC 1 896 133 -0,80 94 598 -1,59
2026-05-14 13F Simplex Trading, Llc 0 -100,00 0
2026-05-14 13F Sunesis Advisors, LLC 48 599 -3,66 2 425 -4,42
2026-05-15 13F Larson Financial Group LLC 424 -70,94 21 -71,23
2026-05-07 13F JMG Financial Group, Ltd. 0 -100,00 0
2026-02-13 13F Wealth Dimensions Group, Ltd. 0 -100,00 0
2026-04-06 13F Versant Capital Management, Inc 2 424 -29,78 121 -30,64
2026-05-14 13F Kilter Group LLC 0 -100,00 0
2026-04-21 13F Morton Capital Management LLC/CA 4 432 -48,86 221 -49,20
2026-02-10 13F Swmg, Llc 0 -100,00 0 -100,00
2026-04-27 13F Fulton Breakefield Broenniman Llc 0 -100,00 0
2026-05-13 13F Alesco Advisors Llc 45 530 -8,61 2 271 -9,34
2026-01-21 13F Capital Investment Advisory Services, LLC 0 -100,00 0
2026-05-13 13F Petra Financial Advisors Inc 26 249 -29,36 1 310 -29,93
2026-04-16 13F CPR Investments Inc. 0 -100,00 0
2026-05-11 13F Citigroup Inc 221 277 -7,78 11 039 -8,51
2026-05-01 13F Sachetta, LLC 0 -100,00 0
2026-01-29 13F Lee Danner & Bass Inc 0 -100,00 0
2026-05-11 13F Umb Bank N A/mo 74 929 -14,86 3 738 -15,54
2026-04-15 13F Asio Capital, LLC 91 680 -3,65 4 574 -4,43
2026-05-11 13F Bailard, Inc. 61 856 -8,12 3 086 -8,86
2026-04-23 13F Lakewood Asset Management LLC 23 644 -6,56 1 180 -7,31
2026-02-12 13F Hrt Financial Lp 0 -100,00 0
2026-05-08 13F Align Financial, LLC 38 200 -98,01 1 906 -0,83
2026-05-07 13F Clark Financial Services Group Inc /bd 0 -100,00 0
2026-05-14 13F Traction Financial Partners, LLC 71 472 -9,83 3 566 -10,56
2026-05-13 13F Transcend Wealth Collective, Llc 9 412 -7,23 470 -8,04
2026-04-15 13F Eaton Financial Holdings Company, LLC 72 710 -9,86 3 628 -10,58
2026-04-29 13F Rockwood Wealth Management, LLC 51 641 -5,44 2 576 -6,19
2026-04-28 13F Whittier Trust Co 1 807 -66,76 90 -67,15
2026-04-02 13F Stairway Partners, LLC 364 470 -0,07 18 183 -0,86
2026-05-06 13F Simon Quick Advisors, Llc 121 435 -42,25 6 058 -42,71
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 1 291 956 -28,91 63 259 -31,02
2026-05-15 13F TCG Advisory Services, LLC 41 445 -1,89 2 068 -2,68
2026-04-13 13F Foster Group, Inc. 885 687 -0,77 44 187 -1,56
2026-05-14 13F Karpus Management, Inc. 27 022 -20,34 1 348 -20,94
2026-05-13 13F Ameritas Investment Partners, Inc. 9 362 -2,55 467 -3,31
2026-02-17 13F Jump Financial, LLC 0 -100,00 0
2026-05-15 13F Alliancebernstein L.p. 8 576 -10,03 431 -10,02
2026-05-06 13F American Financial & Tax Strategies Inc 113 640 -0,41 5 669 -1,20
2026-01-12 13F Focus Financial Network, Inc. 0 -100,00 0
2026-05-12 13F SVRN Asset Management, LLC 16 369 -17,14 817 -17,82
2026-02-06 13F Americana Partners, LLC 0 -100,00 0
2026-05-05 13F Ethos Financial Group, LLC 16 905 -12,03 841 -12,94
2026-04-20 13F ABLE Financial Group, LLC 20 101 -5,42 1 003 -6,18
2026-05-13 13F Carter Financial, LLC 20 273 -3,41 1 011 -4,17
2026-05-01 13F FDx Advisors, Inc. 51 071 -4,69 3 0,00
2026-04-28 13F Quent Capital, LLC 188 -17,18 9 -18,18
2026-04-20 13F Ronald Blue Trust, Inc. 1 368 -95,12 68 -95,18
2026-05-14 13F Crabel Capital Management, LLC 0 -100,00 0
2026-05-06 13F Bessemer Group Inc 77 113 -4,52 4 -25,00
2026-05-07 13F Cutler Investment Counsel Llc 21 144 -7,85 1 055 -8,59
2026-05-15 13F Legacy Capital Wealth Partners, LLC 5 836 -10,53 291 -11,28
2026-04-28 13F Northstar Group, Inc. 12 188 -7,55 608 -8,30
2026-05-12 13F Aspiriant, Llc 4 233 953 -1,63 211 232 -2,41
2026-05-12 13F Insigneo Advisory Services, Llc 34 432 -7,55 1 718 -8,28
2026-04-15 13F BDFS Capital LLC 10 521 -0,57 525 -1,50
2026-02-17 13F SageView Advisory Group, LLC 268 868 -3,83 13 521 -3,41
2026-05-14 13F Atomi Financial Group, Inc. 311 764 -15,08 15 554 -15,76
2026-05-11 13F Legacy Edge Advisors, LLC 246 692 -0,81 12 307 -1,60
2026-05-15 13F Lazard Asset Management Llc 453 445 -0,14 22 622 -0,93
2026-04-27 13F Transcendent Capital Group LLC 4 804 -9,67 240 -10,49
2026-02-17 13F Elequin Capital Lp 0 -100,00 0
2026-04-10 13F High Probability Advisors, LLC 72 251 -7,00 3 605 -7,76
2026-04-10 13F Waldron Private Wealth LLC 707 563 -2,29 35 300 -3,06
2026-04-10 13F Magnus Financial Group LLC 7 507 -40,79 375 -41,29
2026-05-12 13F Advyzon Investment Management, LLC 55 142 -13,19 2 751 -13,87
2026-05-11 13F Sage Mountain Advisors LLC 170 392 -6,54 8 501 -7,29
2026-02-10 13F Elgethun Capital Management 0 -100,00 0
2026-05-07 13F Element Pointe Advisors, Llc 91 627 -1,30 4 571 -2,08
2026-02-13 13F Sei Investments Co 13 505 350 -2,55 679 183 -2,12
2026-04-06 13F Highline Wealth Partners Llc 35 086 -3,84 1 750 -4,58
2026-05-05 13F Black Diamond Financial, LLC 45 404 -1,88 2 265 -2,66
2026-05-13 13F Mairs & Power Inc 0 -100,00 0
2026-04-15 13F NorthAvenue LLC 0 -100,00 0
2026-04-30 13F Mason & Associates Inc 7 815 -11,93 389 -13,00
2026-05-15 13F Two Sigma Securities, Llc 0 -100,00 0
2026-04-27 13F Lodestar Private Asset Management Llc 12 114 -8,73 604 -9,45
2026-02-17 13F Old Mission Capital Llc 0 -100,00 0
2026-04-08 13F Cambridge Financial Group, LLC 5 074 -15,19 253 -15,67
2026-02-05 13F Sapient Capital Llc 0 -100,00 0
2026-05-14 13F Bridgewealth Advisory Group, LLC 4 914 -3,91 245 -4,67
2026-04-20 13F Greenup Street Wealth Management Llc 5 676 -60,48 283 -60,80
2026-04-23 13F Willis Johnson & Associates, Inc. 47 729 -2,85 2 381 -3,60
2026-05-14 13F Fort Point Capital Partners LLC 751 234 -27,46 37 479 -28,49
2026-04-09 13F Park Place Capital Corp 22 582 -4,41 1 127 -5,22
2026-05-14 13F Lebenthal Global Advisors, LLC 13 951 -2,03 696 -2,79
2026-04-07 13F Eastern Bank 2 287 -40,95 114 -41,24
2026-04-15 13F Wright Fund Managment, LLC 0 -100,00 0
2026-05-15 13F Ancora Advisors, LLC 6 261 -18,32 312 -18,96
2026-04-15 13F Cypress Financial Planning Llc 11 398 -9,32 569 -10,13
2026-05-14 13F Financial Engines Advisors L.L.C. 842 572 -0,22 42 036 -1,01
2026-04-23 13F Caliber Wealth Management, LLC / KS 115 490 -7,20 5 762 -7,94
2026-04-29 13F Integrity Investment Advisors, LLC 22 797 -0,80 1 137 -1,56
2026-05-12 13F Red Reef Advisors Llc 13 647 -22,68 681 -23,34
2026-05-15 13F GWM Advisors LLC 448 328 -48,75 22 764 -48,25
2026-05-13 13F BlackRock, Inc. 21 927 -98,57 1 094 -98,58
2026-04-27 13F Mount Yale Investment Advisors, LLC 29 841 -17,37 1 489 -18,06
2026-04-21 13F Red Tortoise LLC 37 874 -2,93 1 890 -3,72
2026-05-11 13F Kondo Wealth Advisors, Inc. 0 -100,00 0
2026-04-21 13F Moseley Investment Management Inc 9 162 -2,29 457 -2,97
2026-04-17 13F Stephenson National Bank & Trust 59 500 -12,58 2 968 -13,27
2026-05-11 13F Condor Capital Management 4 436 -40,73 221 -41,22
2026-05-06 13F Shared Vision Wealth Group LLC 63 402 -0,21 3 163 -1,49
2026-04-27 13F Carter Financial Group, INC. 20 316 -1,34 1 014 -2,13
2026-05-11 13F Sargent Investment Group, LLC 95 998 -11,58 4 789 -12,29
2026-05-05 13F Golden Bell Financial Planning LLC 41 680 -1,68 2 079 -2,44
2026-02-05 13F Plante Moran Financial Advisors, LLC 0 -100,00 0
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 28 682 -32,46 1 431 -33,02
2026-04-30 13F Summa Corp. 0 -100,00 0
2026-01-23 13F Financial Connections Group, Inc. 0 -100,00 0
2026-04-10 13F Centurion Wealth Management LLC 27 956 -5,75 1 395 -6,51
2026-04-22 13F JNBA Financial Advisors 90 994 -6,74 4 540 -7,48
2026-05-04 13F Nwam Llc 104 851 -0,91 5 231 -1,86
2026-04-14 13F Opal Wealth Advisors, LLC 20 374 -58,03 1 016 -58,38
2026-05-11 13F HBK Sorce Advisory LLC 188 849 -71,51 9 490 -71,74
2026-05-04 13F Pacific Point Advisors, LLC 34 678 -31,62 1 730 -32,16
2026-04-30 13F Madison Wealth Partners, Inc 7 004 -5,33 349 -6,18
2026-04-30 13F Financial Freedom, LLC 2 737 -73,96 137 -74,24
2026-04-29 13F W Advisors, Llc 24 346 -0,06 1 215 -0,90
2026-01-23 13F Halbert Hargrove Global Advisors, Llc 0 -100,00 0
2026-05-12 13F Rsm Us Wealth Management Llc 18 559 -26,14 926 -26,76
2026-05-15 13F Note Advisors, LLC 35 494 -1,21 1 771 -2,43
2026-02-09 13F Key FInancial Inc 0 -100,00 0
2026-05-15 13F Vestmark Advisory Solutions, Inc. 42 236 -11,05 2 107 -11,73
2026-05-14 13F Stonebridge Capital Advisors LLC 114 900 -3,57 5 732 -4,34
2026-05-15 13F Hancock Whitney Corp 62 913 -0,10 3 165 -0,06
2026-04-30 13F Shakespeare Wealth Management, Inc. 28 519 -15,02 1 423 -15,71
2026-02-13 13F RFP Financial Group LLC 0 -100,00 0
2026-02-13 13F Balanced Rock Investment Advisor 0 -100,00 0
2026-04-15 13F Ami Investment Management Inc 197 020 -1,53 9 829 -2,32
2026-01-21 13F Mayfair Advisory Group, LLC 0 -100,00 0
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-05-11 13F Canopy Partners, LLC 23 472 -1,76 1 171 -2,50
2026-05-13 13F/A Jpmorgan Chase & Co 44 720 653 -57,23 2 225 747 -57,67
2026-05-08 13F LaSalle St. Investment Advisors, LLC 8 783 -20,49 438
2026-04-22 13F Joel Isaacson & Co., LLC 66 436 -0,06 3 314 -0,87
2026-01-22 13F Financial Consulate, Inc 0 -100,00 0
2026-05-15 13F AlphaCore Capital LLC 537 063 -15,68 26 794 -16,36
2026-02-12 13F Pitcairn Co 0 -100,00 0
2026-05-12 13F Icon Wealth Advisors, LLC 9 396 -51,43 473 -51,44
2026-05-14 13F Wrenne Financial Planning LLC 84 455 -0,06 4 213 -0,85
2026-01-05 13F Rosenberg Matthew Hamilton 0 -100,00 0 -100,00
2026-05-12 13F Shade Tree Advisors LLC 98 735 -2,85 4 926 -3,62
2026-04-21 13F Hudson Oak Wealth Advisory LLC 31 070 -0,14 1 550 -0,90
2026-05-05 13F Premier Financial Group 0 -100,00 0
2026-05-07 13F Centerpoint Advisors, LLC 0 -100,00 0
2026-01-22 13F FSC Wealth Advisors, LLC 0 -100,00 0
2026-05-04 13F Stage Harbor Financial, Llc 114 862 -0,51 5 730 -1,31
2026-02-04 13F Birchbrook, Inc. 0 -100,00 0
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0 -100,00 0
2026-01-28 13F Boston Trust Walden Corp 0 -100,00 0 -100,00
2026-04-28 13F Wealth Management Resources, Inc. 0 -100,00 0
2026-05-14 13F Endeavor Private Wealth, Inc. 7 148 -5,21 357 -6,07
2026-05-15 13F First Manhattan Co 15 858 -24,58 791 -25,17
2026-05-15 13F Chilton Investment Co Llc 16 460 -19,05 821 -19,67
2026-05-01 13F UNIVEST FINANCIAL Corp 68 839 -19,09 3 434 -19,73
2026-04-28 13F Belpointe Asset Management LLC 13 887 -37,09 693 -37,66
2026-05-08 13F Grand Wealth Management, Llc 83 493 -2,93 4 165 -3,70
2026-04-16 13F Security National Bank 1 058 -32,40 53 -33,33
2026-04-28 13F Journey Beyond Wealth, LLC 19 569 -0,79 976 -1,51
2026-05-14 13F Raymond James Financial Inc 24 433 775 -0,73 1 219 001 -1,52
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-04-14 13F William Mack & Associates, Inc. 67 796 -1,86 3 382 -2,65
2026-05-13 13F Parkside Financial Bank & Trust 14 943 -0,84 746 -1,59
2026-04-07 13F Park Avenue Securities Llc 148 744 -0,04 7 0,00
2026-04-20 13F L.K. Benson & Company, P.C. 75 951 -2,88 3 789 -3,64
2026-05-12 13F Turning Point Benefit Group, Inc. 0 -100,00 0
2026-02-13 13F Burton Enright Welch 0 -100,00 0
2026-04-06 13F Washington Trust Advisors, Inc. 174 138 -2,46 8 688 -3,24
2026-04-15 13F Bernardo Wealth Planning LLC 28 522 -3,10 1 423 -3,92
2026-05-12 13F Hilltop Partners LLC 19 490 -12,87 972 -13,52
2026-04-20 13F Heritage Wealth Management, Inc. 0 -100,00 0
2026-05-16 13F Arete Wealth Advisors, LLC 0 -100,00 0
2026-01-07 13F IMPACTfolio, LLC 0 -100,00 0
2026-05-11 13F Blueprint Financial Advisors LLC 0 -100,00 0
2026-04-24 13F Verus Wealth Management, Llc 93 555 -12,34 4 667 -13,03
2026-04-29 13F San Luis Wealth Advisors LLC 278 096 -3,31 13 874 -4,08
2026-04-21 13F Kane Co Wealth Management, Inc. 9 000 -10,00 449 -10,56
2026-05-05 13F Leo Wealth, LLC 20 563 -7,62 1 026 -8,40
2026-05-01 13F Carnegie Capital Asset Management, LLC 349 658 -2,65 17 444 -3,42
2026-05-11 13F Seeds Investor Llc 22 603 -32,66 1 138 -32,60
2026-03-19 13F Painted Porch Advisors LLC 0 -100,00 0
2026-05-13 13F SRS Capital Advisors, Inc. 152 253 -4,22 7 596 -4,99
2026-05-12 13F Jane Street Group, Llc 36 017 -97,82 1 797 -97,83
2026-05-14 13F Vermillion & White Wealth Management Group, LLC 3 111 -11,29 154 -12,50
2026-05-11 13F SCS Capital Management LLC 1 930 365 -0,80 96 306 -1,59
2026-04-28 13F Life Planning Partners, Inc 23 968 -0,42 1 196 -1,24
2026-05-07 13F Hanover Advisors Inc 28 186 -1,74 1 406 -2,50
2026-02-05 13F RiverFront Investment Group, LLC 0 -100,00 0
2026-05-01 13F Hantz Financial Services, Inc. 794 -43,16 0
2026-04-09 13F Chemistry Wealth Management LLC 0 -100,00 0
2026-02-13 13F Robinson Capital Management, Llc Call 0 -100,00 0
2026-04-21 13F Long Island Wealth Management, Inc. 8 737 -5,25 436 -6,05
2026-04-28 13F ORG Wealth Partners, LLC 0 -100,00 0
2026-05-14 13F Davis Wealth Advisors, LLC 15 885 -10,75 793 -11,51
2026-05-13 13F Crews Bank & Trust 12 187 -0,23 608 -0,98
2026-04-27 13F Argos Wealth Advisors, LLC 40 908 -4,76 2 041 -5,56
2026-05-04 13F Roberts Glore & Co Inc /il/ 135 112 -4,16 6 741 -4,92
2026-05-15 13F Fmr Llc 20 319 509 -0,85 1 013 740 -1,64
2026-05-08 13F Curtis Wealth Management Llc 31 013 -0,33 1 547 -1,59
2026-05-15 13F Royal Bank Of Canada 3 311 160 -2,70 165 194 -3,47
2026-04-27 13F Albion Financial Group /ut 1 298 -65,62 65 -66,14
2026-05-08 13F Red Lighthouse Investment Management, Llc 0 -100,00 0
2026-05-08 13F Maia Wealth LLC 0 -100,00 0
2026-05-15 13F Fairview Capital Investment Management, Llc 22 050 -9,82 1 100 -10,50
2026-05-04 13F Mml Investors Services, Llc 824 157 -15,66 41 117 -16,33
2026-02-11 13F TruNorth Capital Management, LLC 0 -100,00 0
2026-05-05 13F Putnam Fl Investment Management Co 21 876 -17,97 1 091 -18,64
2026-01-26 13F Icapital Wealth Llc 0 -100,00 0
2026-05-15 13F Laird Norton Trust Company, Llc 67 057 -5,77 3 345 -6,51
2026-05-04 13F Wsfs Capital Management, Llc 26 306 -34,61 1 312 -35,15
2026-05-12 13F Atlantic Union Bankshares Corp 48 856 -0,19 2 437 -0,98
2026-04-13 13F Garrett Investment Advisors LLC 52 151 -3,91 2 602 -4,69
2026-05-01 13F Richardson Financial Services Inc. 13 449 -32,00 671 28,85
2026-05-13 13F Invst, LLC 75 805 -24,87 3 782 -25,48
2026-04-17 13F Watershed Private Wealth Llc 82 875 -4,98 4 135 -5,75
2026-04-23 13F First Pacific Financial 26 199 -6,02 1 307 -6,71
2026-05-01 13F Strategic Wealth Advisors LLC 11 407 -6,25 1
2026-05-15 13F Goldman Sachs Group Inc 632 719 -18,48 31 566 -19,13
2026-05-26 13F Axiom Investment Management LLC 0 -100,00 0
2026-05-14 13F Dorsey & Whitney Trust CO LLC 55 575 -23,06 2 773 -23,68
2026-04-23 13F Macco Financial Group, Inc. 0 -100,00 0
2026-04-20 13F Verisail Partners, LLC 5 389 -9,88 269 -10,67
2026-04-17 13F 55 North Private Wealth, LLC 7 277 -7,10 363 -7,63
2026-05-18 13F Cassady Wealth & Retirement Planning, LLC 19 212 -0,18 967 -0,10
2026-04-27 13F FF Advisors,LLC 18 054 -9,41 911 -9,18
2026-04-15 13F Exchange Traded Concepts, Llc 0 -100,00 0
2026-04-09 13F Firethorn Wealth Partners, Llc 19 143 -4,17 955 -4,88
2026-05-07 13F Titan Global Capital Management Usa Llc 0 -100,00 0
2026-04-15 13F Hengehold Capital Management Llc 14 080 -23,61 702 -24,19
2026-05-07 13F Rothschild Investment Llc 66 -86,53 3 -87,50
2026-05-01 13F BKD Wealth Advisors, LLC 199 112 -1,44 9 934 -2,22
2026-05-15 13F Susquehanna International Group, Llp 6 245 -97,74 312 -97,76
2026-04-23 13F American National Bank 13 366 -25,23 667 -25,84
2026-04-27 13F FSM Wealth Advisors, LLC 15 339 -31,20 765 -31,76
2026-01-23 13F Financial Futures Ltd Liability Co. 0 -100,00 0
2026-04-27 13F LCW Services, LLC 27 105 -8,94 1 352 -9,63
2026-05-05 13F Frazier Financial Advisors, LLC 65 -13,33 3 0,00
2026-05-14 13F Stamos Capital Partners, L.p. 357 307 -2,85 17 826 -3,62
2026-04-21 13F Polaris Investment Advisors, LLC 13 627 -33,49 680 -34,08
2026-05-14 13F Regal Investment Advisors LLC 33 236 -7,32 1 658 -8,04
2026-05-13 13F Callan Family Office, LLC 14 056 -7,32 701 -8,01
2026-04-29 13F Tilson Financial Group, Inc. 103 034 -1,89 5 140 -2,67
2026-04-08 13F Eclectic Associates Inc /adv 53 972 -0,03 2 693 -0,85
2026-05-15 13F Advisor Group Holdings, Inc. 1 608 506 -17,89 80 252 -18,55
2026-05-05 13F Cullen/frost Bankers, Inc. 220 932 -40,62 11 022 -41,09
2026-05-04 13F Geneos Wealth Management Inc. 10 262 -3,58 512 -4,49
2026-04-23 13F Bridge Generations Wealth Management Llc 0 -100,00 0
2026-05-14 13F Centiva Capital, LP Call 0 -100,00 0
2026-05-12 13F Wayfinding Financial, LLC 7 025 -0,72 0
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