Statistiche di base
| Proprietari istituzionali | 417 total, 417 long only, 0 short only, 0 long/short - change of -11,18% MRQ |
| Allocazione media del portafoglio | 1.0503 % - change of -25,55% MRQ |
| Azioni istituzionali (Long) | 316.396.358 (ex 13D/G) - change of -27,26MM shares -30,16% MRQ |
| Valore istituzionale (Long) | $ 7.833.919 USD ($1000) |
Proprietà istituzionale e azionisti
SPDR Series Trust - State Street SPDR Portfolio Intermediate Term Treasury ETF (MX:SPTI) ha 417 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 316,396,358 azioni. I maggiori azionisti includono LPL Financial LLC, Financial Engines Advisors L.L.C., Municipal Employees' Retirement System of Michigan, Cwm, Llc, Mather Group, Llc., Envestnet Asset Management Inc, Ameriprise Financial Inc, Merit Financial Group, LLC, GLOBALT Investments LLC / GA, and Advisor Group Holdings, Inc. .
(SPDR Series Trust - State Street SPDR Portfolio Intermediate Term Treasury ETF (BMV:SPTI) la struttura proprietaria istituzionale mostra le attuali posizioni nella società da parte di istituzioni e fondi, nonché le ultime variazioni nella dimensione della posizione. I principali azionisti possono essere singoli investitori, fondi comuni, hedge fund o istituzioni. L'allegato 13D indica che l'investitore detiene (o ha detenuto) più del 5% della società e intende (o intendeva) perseguire attivamente un cambiamento nella strategia aziendale. L'allegato 13G indica un investimento passivo superiore al 5%.
Indice del sentiment dei fondi
L'indice del sentiment dei fondi (anche noto come "indice di accumulo di proprietà") individua i titoli più acquistati dai fondi. È il risultato di un sofisticato modello quantitativo multi-fattore che identifica le società con i più alti livelli di accumulo istituzionale. Il modello utilizza una combinazione dell'aumento totale dei proprietari dichiarati, delle variazioni nelle allocazioni di portafoglio di tali proprietari e di altre metriche. Il punteggio varia da 0 a 100: i numeri più alti indicano un livello di accumulo superiore ad altre società, mentre 50 rappresenta la media.
Frequenza di aggiornamento: giornaliera
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Depositi 13F e NPORT
Le informazioni relative ai depositi 13F sono gratuite. Per accedere alle informazioni relative ai depositi NP è necessario un'abbonamento premium. Le righe verdi indicano le nuove posizioni. Le righe rosse indicano le posizioni chiuse. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-17 | 13F | Certified Advisory Corp | 491.720 | 8,16 | 14.093 | 7,49 | ||||
| 2026-05-08 | 13F | TPG Financial Advisors, LLC | 403.555 | 16,80 | 11.566 | 16,07 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 25.465 | -60,77 | 730 | -61,04 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 7.627 | 219 | ||||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 12.902 | 0,00 | 372 | 0,00 | ||||
| 2026-04-08 | 13F | KWB Wealth | 1.165.759 | -11,29 | 33.620 | -11,29 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 201 | 509,09 | 6 | |||||
| 2026-04-28 | 13F | Libra Wealth Llc | 104.269 | 0,00 | 2.988 | -0,63 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 8.970 | -30,25 | 257 | -30,54 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 169.931 | -12,24 | 4.870 | -12,79 | ||||
| 2026-05-13 | 13F | Wiregrass Investment Management Llc | 39.198 | 12,16 | 1.123 | 11,52 | ||||
| 2026-05-13 | 13F | Hill Island Financial Llc | 41.668 | 5,80 | 1.194 | 5,20 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 25.439 | 17,50 | 729 | 16,83 | ||||
| 2026-05-01 | 13F | S. R. Schill & Associates | 538.400 | 7,04 | 15.431 | 6,37 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1.885.287 | -86,89 | 54.032 | -86,97 | ||||
| 2026-05-12 | 13F | Creative Planning | 216.875 | 1,78 | 6.216 | 1,14 | ||||
| 2026-04-10 | 13F | Brucke Financial, Inc. | 9.694 | -5,87 | 278 | -6,73 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 327.557 | 2,65 | 9.388 | 2,01 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 199.291 | 129,96 | 5.712 | 128,53 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 1.845 | 0,00 | 53 | -1,89 | ||||
| 2026-04-27 | 13F | Boyd Watterson Asset Management Llc/oh | 14.729 | -21,35 | 422 | -21,85 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 7.828.032 | 27,21 | 224.351 | 26,42 | ||||
| 2026-05-14 | 13F | Grantham, Mayo, Van Otterloo & Co. LLC | 87.344 | 123,94 | 2.503 | 122,69 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 82.643 | 52,61 | 2.369 | 51,70 | ||||
| 2026-04-20 | 13F | Higgins & Schmidt Wealth Strategies LLC | 374.815 | 15,76 | 10.742 | 15,04 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 196.480 | -2,29 | 5.631 | -2,90 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 3 | -25,00 | 0 | |||||
| 2026-05-14 | 13F | Betterment LLC | 22.014 | 5,47 | 1 | |||||
| 2026-05-15 | 13F | Morgan Stanley | 1.345.014 | 3,14 | 38.548 | 2,50 | ||||
| 2026-05-01 | 13F | Climber Capital SA | 133.997 | -15,19 | 3.839 | -15,67 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 3.997.338 | 668,28 | 114.564 | 663,50 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 3.411.524 | 1,57 | 97.774 | 0,94 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Evergreen Wealth Partners LLC | 387.106 | 6,38 | 11.094 | 5,71 | ||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Triumph Capital Management | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 37.207 | 28,85 | 1.066 | 28,13 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 4.341 | 0,60 | 124 | 0,00 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 37 | 0,00 | 1 | 0,00 | ||||
| 2026-05-14 | 13F | Jump Financial, LLC | 24.520 | 703 | ||||||
| 2026-05-01 | 13F | Concord Asset Management, LLC/VA | 1.121.967 | 5,49 | 32.156 | 4,83 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 222.359 | -24,87 | 6.373 | -25,34 | ||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | AlphaStar Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 815 | 614,91 | 0 | |||||
| 2026-02-11 | 13F | XML Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Gradient Investments LLC | 1.345.325 | 5,53 | 38.557 | 4,87 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 1.275 | 0,00 | 37 | 0,00 | ||||
| 2026-02-06 | 13F | Empirical Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Northbridge Financial Group, Llc | 17.420 | -5,11 | 499 | -5,67 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 18.350 | 2,15 | 526 | 1,35 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 2.868.259 | 82.204 | ||||||
| 2026-05-15 | 13F | Breakwater Investment Management | 335 | 0,00 | 10 | 0,00 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 2.288.911 | -3,31 | 65.600 | -4,08 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 226.688 | 14,63 | 6.497 | 13,90 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Hobart Private Capital, LLC | 418.366 | 108,25 | 11.990 | 106,97 | ||||
| 2026-05-08 | 13F | Jackson Hole Capital Partners, LLC | 312 | 0,00 | 9 | 0,00 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Augustine Asset Management Inc | 15.606 | 447 | ||||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 175 | -74,53 | 5 | -73,68 | ||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 441.260 | -4,36 | 12.646 | -4,96 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 354.970 | -23,56 | 10.173 | -24,03 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 273.366 | 7.835 | ||||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | ESL Trust Services, LLC | 483 | 0,00 | 14 | 0,00 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 343 | 10 | ||||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 6.553 | -58,87 | 188 | -59,26 | ||||
| 2026-04-29 | 13F | Invested Advisors | 9.511 | 1,67 | 273 | 1,12 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 10.588 | 100,23 | 303 | 99,34 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 11.508 | 0,01 | 330 | -0,60 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 107.202 | 0,92 | 3.072 | 0,29 | ||||
| 2026-04-29 | 13F | Your Advocates Ltd., LLP | 2.754 | 8,85 | 79 | 8,33 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 704.182 | 30,98 | 20.182 | 30,17 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 55.921 | -4,75 | 1.603 | -5,38 | ||||
| 2026-05-13 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 26.165 | -14,62 | 750 | -15,18 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 38.773 | 10,35 | 1.111 | 9,67 | ||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 10.392 | 298 | ||||||
| 2026-04-17 | 13F | Capital Wealth Management, Llc | 80.570 | 2.309 | ||||||
| 2026-04-29 | 13F | ArborFi Advisors, LLC | 180.357 | 28,43 | 5.169 | 27,66 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 10.493 | 7,61 | 303 | 7,47 | ||||
| 2026-04-08 | 13F | Melone Private Wealth, LLC | 510.141 | 1,74 | 14.621 | 1,11 | ||||
| 2026-04-22 | 13F | RMR Wealth Builders | 48.920 | 12,63 | 1.402 | 11,98 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 8.598 | -94,75 | 246 | -94,79 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 448.081 | 97,92 | 12.842 | 96,68 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 4 | 0 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 117.461 | -5,20 | 3.388 | -5,39 | ||||
| 2026-05-06 | 13F | Centennial Bank/AR/ | 39.491 | 242,00 | 1.132 | 239,64 | ||||
| 2026-02-14 | 13F | Berkshire Asset Management Llc/pa | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 1.810 | -95,13 | 52 | -95,24 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 8.899 | -5,59 | 255 | -5,90 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 868.583 | 6,65 | 24.894 | 5,99 | ||||
| 2026-04-06 | 13F | CX Institutional | 2.815.704 | 2,31 | 81 | 1,27 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 1.293 | 37 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 212.754 | 34,75 | 6.098 | 33,91 | ||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 573 | 0,00 | 16 | 0,00 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 181.144 | 1,20 | 5.192 | 0,56 | ||||
| 2026-05-06 | 13F | Arjuna Capital | 464.474 | -1,05 | 13.312 | -1,67 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 90.961 | 3,07 | 2.607 | 2,40 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 300 | 0,00 | 9 | 0,00 | ||||
| 2026-05-14 | 13F | Trustmark National Bank Trust Department | 9.936 | 0,00 | 285 | -0,70 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 316.569 | 0,00 | 9.073 | -0,62 | ||||
| 2026-01-20 | 13F | Stratos Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 793.244 | 54,57 | 22.734 | 53,61 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 9.716 | -43,36 | 280 | -43,43 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 78.331 | 5,51 | 2.245 | 4,81 | ||||
| 2026-04-23 | 13F | Kohmann Bosshard Financial Services, LLC | 255 | 0,00 | 7 | 0,00 | ||||
| 2026-04-16 | 13F | Paladin Wealth, LLC | 44.689 | 2,59 | 1.281 | 1,91 | ||||
| 2026-05-11 | 13F | BankPlus Trust Department | 569 | 0,00 | 16 | 0,00 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 717.831 | 0,77 | 20.573 | 0,15 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 1.107.517 | 1,50 | 31.741 | 0,87 | ||||
| 2026-05-05 | 13F | PFG Advisors | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Blair William & Co/il | 600 | -77,09 | 17 | -77,33 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 48 | 0,00 | 1 | 0,00 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 326.220 | 69,90 | 9.349 | 68,85 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 3.103.772 | 9,16 | 88.954 | 8,48 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Smithbridge Asset Management Inc/de | 14.906 | -54,20 | 427 | -54,48 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 922.964 | 14,50 | 26.452 | 13,79 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 108.044 | 100,69 | 3.097 | 99,48 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 189 | 5 | ||||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | 30.586 | 5,14 | 877 | 4,65 | ||||
| 2026-05-13 | 13F | Objectivity Squared, LLC | 39.666 | 8,66 | 1.137 | 7,98 | ||||
| 2026-04-22 | 13F | Clarity Wealth Development LLC | 57.314 | -5,87 | 1.643 | -6,49 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 8.339 | 214,92 | 239 | 213,16 | ||||
| 2026-05-15 | 13F | Fmr Llc | 13.991 | 2,21 | 401 | 1,52 | ||||
| 2026-05-09 | 13F | ZEGA Investments, LLC | 82.004 | 20,91 | 2.350 | 20,14 | ||||
| 2026-05-01 | 13F | Leicht Financial Planning & Wealth Management, Inc. | 940.643 | 0,06 | 26.959 | -0,56 | ||||
| 2026-04-23 | 13F | Oregon Pacific Wealth Management, LLC | 36.535 | -82,29 | 1.047 | -82,40 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 33 | 1 | ||||||
| 2026-05-01 | 13F | Strategic Financial Partners, Ltd. | 77.933 | 6,35 | 2.234 | 5,68 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 1.037.541 | 0,61 | 29.736 | -0,02 | ||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 435.818 | -2,10 | 12.490 | -2,71 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 2.494 | 0,00 | 71 | 0,00 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 11.326 | 0,86 | 325 | 0,31 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 578 | 0,00 | 17 | 0,00 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 322.411 | 8,76 | 9.240 | 8,08 | ||||
| 2026-04-24 | 13F | RKL Wealth Management LLC | 26.914 | -6,89 | 771 | -7,44 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 30.702 | -9,80 | 854 | -13,05 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 13.379 | -8,02 | 383 | -8,59 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 237.741 | 0,79 | 6.814 | 0,16 | ||||
| 2026-05-11 | 13F | Brooklyn FI, LLC | 15.317 | 17,21 | 439 | 16,49 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Cerity Partners LLC | 55.927 | 53,40 | 1.603 | 52,57 | ||||
| 2026-04-07 | 13F | Eastern Bank | 90 | 0,00 | 3 | 0,00 | ||||
| 2026-05-13 | 13F | Cravens & Co Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 0 | 0 | ||||||
| 2026-05-15 | 13F | Brown Financial Advisors | 57.807 | -1,97 | 1.657 | -2,59 | ||||
| 2026-05-15 | 13F | SIMA Wealth Partners, LLC | 1.086 | -11,20 | 31 | -11,43 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 584.107 | -0,73 | 16.741 | -1,34 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 8.860 | 5,51 | 254 | 4,55 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 1.075.418 | 3,62 | 30.821 | 2,97 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 301.892 | 8.652 | ||||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 47 | 1 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 75 | 0,00 | 2 | 0,00 | ||||
| 2026-04-29 | 13F | Capstone Wealth Management Group, Llc | 10.172 | 0,61 | 292 | 0,00 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 80.865 | 6,95 | 2.318 | 6,28 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 50 | -81,34 | 1 | -85,71 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 2.033 | 4.048,98 | 58 | 5.700,00 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 5.485.248 | 61,73 | 157.207 | 60,72 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 53.851.890 | 10,32 | 1.543.395 | 9,64 | ||||
| 2026-05-11 | 13F | A4 Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 3.155 | -6,79 | 90 | -7,22 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 1.674 | -93,85 | 48 | -93,89 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 101.001 | 2.895 | ||||||
| 2026-05-14 | 13F | Bank Of Nova Scotia | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1.229 | 35 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 10.392 | 298 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 4.179 | 48,35 | 0 | |||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 583 | 17 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 60.887 | -49,16 | 2 | -66,67 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 8.014 | -79,80 | 230 | -79,93 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 1.397 | 317,01 | 40 | 333,33 | ||||
| 2026-05-13 | 13F | Park Square Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Addison Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 5.569 | 822,02 | 160 | 835,29 | ||||
| 2026-04-23 | 13F | Vista Investment Partners Ii, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Colony Group, LLC | 7.674 | 221 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 16.085 | 0,03 | 461 | -0,65 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 326.234 | -47,10 | 9.350 | -47,42 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 430.834 | 6,87 | 12.348 | 6,20 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 205.928 | -1,97 | 5.902 | -2,59 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 29.233 | 34,65 | 838 | 33,71 | ||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 41.794 | 0,06 | 1.198 | -0,58 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 328 | -93,72 | 9 | -94,00 | ||||
| 2026-05-13 | 13F | Cercano Management LLC | 35.199 | 0,00 | 1.009 | -0,69 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 1.090.639 | 8,88 | 31.257 | 8,20 | ||||
| 2026-05-14 | 13F | Apriem Advisors | 9.014 | -97,94 | 258 | -97,96 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 227.423 | 20,45 | 6.491 | 19,19 | ||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 9.845 | 0,00 | 282 | -0,35 | ||||
| 2026-01-29 | 13F | Beirne Wealth Consulting Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Comerica Bank | 302.860 | -3,08 | 8.734 | -3,29 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 9.750 | 281 | ||||||
| 2026-04-22 | 13F | Vicus Capital | 62.479 | 0,95 | 1.791 | 0,28 | ||||
| 2026-05-01 | 13F | Abound Financial, Llc | 265.708 | -7,62 | 7.615 | -8,19 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 11.895.021 | 5,11 | 340.911 | 4,45 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 917 | 0,00 | 26 | 0,00 | ||||
| 2026-04-07 | 13F | Pathway Financial Advisors LLC | 28.064 | 0,00 | 802 | -0,99 | ||||
| 2026-05-13 | 13F | Capital CS Group, LLC | 8.078 | -1,34 | 232 | -2,12 | ||||
| 2026-04-29 | 13F | Meitav Dash Investments Ltd | 20.625 | 8,56 | 591 | 7,86 | ||||
| 2026-04-24 | 13F | True Blue Financial, LLC | 19.969 | 18,97 | 572 | 18,18 | ||||
| 2026-05-13 | 13F | Archvest Wealth Advisors, Inc. | 10.846 | 311 | ||||||
| 2026-05-11 | 13F | Portland Global Advisors LLC | 1.398.461 | 2,24 | 40.080 | 1,60 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 129.408 | 3,62 | 3.709 | 2,97 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 146.229 | 3,80 | 4.189 | 2,15 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 30.981 | 0,61 | 888 | -0,11 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 4.067 | 4,71 | 117 | 3,57 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 31.561 | 2,05 | 905 | 1,46 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 9.215 | 264 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 442.986 | -37,71 | 12.661 | -38,34 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 92 | 0,00 | 3 | 50,00 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 7.107 | 204 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 1.604.093 | 5,13 | 45.973 | 4,47 | ||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 27.646 | -53,44 | 1 | -100,00 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 4.652 | 0,00 | 133 | -0,75 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 268.510 | 7.696 | ||||||
| 2026-05-11 | 13F | Mattson Financial Services, LLC | 28.707 | 2,90 | 823 | 2,24 | ||||
| 2026-02-14 | 13F | Howe & Rusling Inc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Keystone Financial Group | 9.502 | 17,11 | 272 | 16,24 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 266.115 | -0,62 | 8 | 0,00 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 77.012 | 13,72 | 2.207 | 13,01 | ||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 77.253 | 75,28 | 2.214 | 74,19 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1.764.469 | -2,13 | 50.570 | -2,75 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 17.377 | -2,29 | 498 | -2,73 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 17.382 | -1,01 | 498 | -1,58 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 1.093 | 1.924,07 | 31 | 3.000,00 | ||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 12.705 | -1,47 | 364 | -1,89 | ||||
| 2026-04-08 | 13F | Stephens Group Asset Management, Llc | 2.537.953 | -22,47 | 72.738 | -22,95 | ||||
| 2026-05-12 | 13F | Americana Partners, LLC | 9.348 | -33,48 | 268 | -34,07 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 182.265 | 19,80 | 5.224 | 19,06 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 109.099 | 8,38 | 3.121 | 7,51 | ||||
| 2026-05-08 | 13F | Zinnia Wealth Advisory, LLC | 94.226 | 2,61 | 2.701 | 1,96 | ||||
| 2026-04-23 | 13F | Bridge Generations Wealth Management Llc | 660.917 | 10,41 | 18.942 | 9,72 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 19.349 | 1,85 | 555 | 1,28 | ||||
| 2026-05-04 | 13F | Hibernia Wealth Partners, LLC | 11.335 | 325 | ||||||
| 2026-05-04 | 13F | Parr Mcknight Wealth Management Group, Llc | 29.802 | 0,00 | 854 | -0,58 | ||||
| 2026-04-21 | 13F | October Effect Ltd | 70.043 | -1,40 | 2.007 | -2,00 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 267.658 | 2,79 | 7.671 | 2,16 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 276.574 | 155,81 | 7.927 | 154,20 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 0 | 0 | ||||||
| 2026-04-27 | 13F | Bulltick Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | SMART Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 2.337.458 | 5.409,36 | 66.992 | 5.377,60 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 55.717 | 0,00 | 1.597 | -0,62 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 9.205 | 26,10 | 264 | 25,24 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 33 | 1 | ||||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 1.938 | -8,20 | 56 | -9,84 | ||||
| 2026-04-28 | 13F | Compton Financial Group, LLC | 1.862.719 | -17,69 | 53.386 | -18,21 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 46.990 | -2,49 | 1.341 | -3,46 | ||||
| 2026-04-29 | 13F | Patron Partners Advisors, Llc | 23.877 | -3,15 | 684 | -3,66 | ||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 99.266 | 94,88 | 2.845 | 93,60 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 1.110 | 0,00 | 32 | -3,12 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 247.921 | 98,98 | 7.105 | 97,75 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Integrity Wealth Advisors, Inc. | 157.420 | 10,11 | 4.512 | 9,46 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 133.324 | 5,64 | 3.821 | 5,00 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 11.119 | 319 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 719.455 | 245,37 | 20.620 | 243,25 | ||||
| 2026-04-29 | 13F | Burney Co/ | 9.981 | 7,14 | 286 | 6,72 | ||||
| 2026-04-22 | 13F | Richard Bernstein Advisors LLC | 1.688 | -99,98 | 48 | -99,98 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 25 | 1 | ||||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 16.174 | -49,40 | 464 | -49,73 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 419 | 0,72 | 12 | 0,00 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 1 | 0 | ||||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 41.930 | 0,00 | 1.209 | 0,00 | ||||
| 2026-05-15 | 13F | Gw Henssler & Associates Ltd | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | Versant Capital Management, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 208.552 | 342,33 | 5.977 | 339,81 | ||||
| 2026-01-29 | 13F | DecisionPoint Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Wedmont Private Capital | 19.392 | 7,46 | 555 | 6,53 | ||||
| 2026-05-04 | 13F | Northland Securities, Inc. | 16.566 | 74,07 | 475 | 72,99 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | GWM Advisors LLC | 58.317 | -35,54 | 318 | -87,81 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 515.830 | 11,68 | 14.841 | 11,26 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 9.390 | 1,23 | 269 | 0,75 | ||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 46.086 | 16,37 | 1.319 | 15,50 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 44.660.515 | 1,28 | 1.279.970 | 0,65 | ||||
| 2026-05-06 | 13F | Spectrum Wealth Advisory Group, LLC | 46.369 | -22,46 | 1.329 | -22,97 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 347.046 | -8,12 | 9.946 | -8,69 | ||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 226 | 0,00 | 6 | 0,00 | ||||
| 2026-05-05 | 13F | One Day In July LLC | 5.356.793 | 10,10 | 153.526 | 9,41 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 41.900 | -3,07 | 1.201 | -3,69 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 280 | 0,00 | 8 | 0,00 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 27.145 | -18,17 | 778 | -18,72 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Blalock Williams, Llc | 24.342 | -1,08 | 698 | -1,69 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 48.276 | -0,53 | 1.384 | -1,14 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 59.352 | 28,05 | 1.701 | 27,32 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 10.364 | 0,00 | 297 | -0,34 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 7.500 | 215 | ||||||
| 2026-05-07 | 13F | Virtue Capital Management, LLC | 36.360 | -27,90 | 1.040 | -28,42 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 4.915.972 | 5,82 | 140.892 | 5,16 | ||||
| 2026-05-12 | 13F | Planwiser Financial, Llc | 255.313 | 133,80 | 7.320 | 133,09 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 60.776 | 9,46 | 1.742 | 8,74 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 8.899 | 255 | ||||||
| 2026-05-11 | 13F | GenWealth Group, Inc. | 60.520 | 24,10 | 1.735 | 23,24 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 8.183 | -37,41 | 235 | -37,93 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 1.487.097 | 4,85 | 42.620 | 4,19 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 25 | 0,00 | 1 | |||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 50.140 | -0,30 | 1.437 | -0,90 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 113 | 0,00 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 7.636.114 | 11,70 | 218.843 | 10,99 | ||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Boyd Wealth Management, LLC | 19.968 | -0,79 | 572 | -1,38 | ||||
| 2026-05-11 | 13F | Municipal Employees' Retirement System of Michigan | 38.702.475 | 3,91 | 1.109 | 3,26 | ||||
| 2026-05-05 | 13F | Bluedoor Private Wealth, Llc | 13.511 | 0,00 | 387 | -0,51 | ||||
| 2026-01-07 | 13F | Puff Wealth Management, Llc | 77.506 | -35,28 | 2.234 | -35,48 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 73.672 | 22,26 | 2.111 | 21,53 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 1.206.128 | 26,93 | 34.568 | 26,14 | ||||
| 2026-05-04 | 13F | Nwam Llc | 9.128 | 0,00 | 262 | -0,38 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 2 | -99,89 | 0 | -100,00 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 1.307 | 0,00 | 37 | 0,00 | ||||
| 2026-05-01 | 13F | Seaside Wealth Management, Inc. | 11.856 | -0,88 | 340 | -1,45 | ||||
| 2026-04-07 | 13F | Boltwood Capital Management | 40.900 | 0,00 | 1.172 | -0,59 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 153.536 | 62,00 | 4.400 | 61,00 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 194.334 | 19,11 | 5.570 | 18,36 | ||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 7.301 | 0,23 | 209 | -0,48 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 19.831 | 0,66 | 568 | 0,00 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 215.749 | 0,06 | 6.184 | -0,56 | ||||
| 2026-04-20 | 13F | Independence Wealth Advisors, LLC | 42.019 | -82,67 | 1.204 | -82,78 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 1.785 | 51 | ||||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 569.599 | 7,68 | 16.325 | 7,01 | ||||
| 2026-05-15 | 13F | 3EDGE Asset Management, LP | 728.240 | -31,71 | 20.835 | -32,38 | ||||
| 2026-05-27 | 13F | Capasso Planning Partners LLC | 410.309 | 5,37 | 11.759 | 4,72 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2.953.499 | 2,65 | 84.647 | 2,01 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 230.021 | -7,03 | 6.592 | -7,61 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 8.551 | 3,02 | 245 | 2,51 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 14.818 | 24,64 | 425 | 23,98 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 1.780 | -4,04 | 51 | -3,77 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 1.625.843 | 949,80 | 46.597 | 943,35 | ||||
| 2026-05-08 | 13F | Mosaic Financial Group, Llc | 37.782 | 0,39 | 1 | 0,00 | ||||
| 2026-04-16 | 13F | Thompson Davis & Co., Inc. | 40.145 | -1,77 | 1.151 | -2,38 | ||||
| 2026-05-15 | 13F | PSI Advisors, LLC | 34.161 | -90,39 | 979 | -90,45 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 3.430 | -97,88 | 98 | -97,90 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 907.334 | -11,38 | 26.004 | -11,93 | ||||
| 2026-02-09 | 13F | Quest Partners LLC | 1.670.793 | 643,69 | 48.186 | 642,22 | ||||
| 2026-04-27 | 13F | Flagstone Financial Management | 866.477 | 5,39 | 24.833 | 4,73 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 31.563 | -32,67 | 905 | -33,09 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 34 | 3,03 | 1 | |||||
| 2026-04-29 | 13F | Downshift Financial, LLC | 99.210 | 7,40 | 2.837 | 6,49 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 7.996 | 0,43 | 229 | 0,00 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 114 | -2,56 | 3 | 0,00 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 8.659 | -31,63 | 248 | -32,05 | ||||
| 2026-05-20 | 13F | TrueWealth Financial Partners | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 249 | 0,00 | 7 | 0,00 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 14.240 | 408 | ||||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 53.787 | -7,46 | 1.542 | -8,05 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 31.495 | 8,52 | 903 | 7,77 | ||||
| 2026-02-12 | 13F | Tripletail Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 56 | 2 | ||||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 1.613 | 0,50 | 46 | 0,00 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 12.847.946 | 104,29 | 368.222 | 203.337,57 | ||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 69.946 | 2.005 | ||||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 11.309 | -3,76 | 324 | -4,14 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 27.426 | -66,14 | 786 | -66,35 | ||||
| 2026-05-15 | 13F | JT Stratford LLC | 151.169 | 16,86 | 4.333 | 16,14 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 986.785 | 18,10 | 28.281 | 17,56 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 943.734 | 3,97 | 27.047 | 3,32 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 11.459 | 98,94 | 328 | 97,59 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 511.714 | 5,62 | 14.758 | 105.307,14 | ||||
| 2026-05-15 | 13F | State Street Corp | 3.762.990 | 41,03 | 107.847 | 40,15 | ||||
| 2026-04-23 | 13F/A | Private Wealth Group, LLC | 133.266 | 9,78 | 3.819 | 9,11 | ||||
| 2026-05-05 | 13F | Premier Financial Group | 2.162 | 0,00 | 62 | -1,61 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 12.256 | 351 | ||||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 1.846.575 | 2,06 | 52.923 | 1,43 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 38.051 | 2,31 | 1.091 | 1,68 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 378 | -16,19 | 11 | -23,08 | ||||
| 2026-04-27 | 13F | Appalachian Capital Management Ltd | 335.006 | 3,79 | 9.601 | 3,15 | ||||
| 2026-05-14 | 13F | ASB Consultores, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Clarendon Private LLC | 23.302 | 3,83 | 668 | 3,09 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 5.456 | 0,31 | 156 | 0,00 | ||||
| 2026-04-23 | 13F | Howard Bailey Securities, Llc | 20.775 | -13,87 | 595 | -14,39 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 17 | 0,00 | 0 | |||||
| 2026-05-11 | 13F | Seeds Investor Llc | 53.878 | 1.547 | ||||||
| 2026-05-18 | 13F | Edgestream Partners, L.P. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 6.208.354 | 7,82 | 177.931 | 7,15 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 52 | 1 | ||||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 347.000 | 20,07 | 9.945 | 19,33 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 18.428 | 528 | ||||||
| 2026-05-14 | 13F | Comprehensive Wealth Management, LLC | 31.881 | -82,93 | 914 | -83,05 | ||||
| 2026-05-05 | 13F | Beacon Bridge Wealth Partners, LLC | 44.455 | 0,24 | 1.274 | -0,31 | ||||
| 2026-05-07 | 13F | Madison Asset Management, LLC | 432.305 | -4,81 | 12.390 | -5,41 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 42 | -94,20 | 1 | -95,00 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 14.551 | 27,28 | 417 | 26,75 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Tsfg, Llc | 483.957 | 3,95 | 14 | 0,00 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 790.591 | 975,84 | 22.658 | 969,28 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 11.020 | -2,30 | 316 | -5,97 | ||||
| 2026-05-07 | 13F | Advisor Resource Council | 10.590 | 8,04 | 304 | 7,83 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 470.046 | 1.565,71 | 13.472 | 1.556,95 | ||||
| 2026-01-12 | 13F | Founders Grove Wealth Partners, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-06 | 13F | Bonfire Financial | 72.217 | -11,19 | 2.070 | -11,77 | ||||
| 2026-05-11 | 13F | Collier Financial | 647.200 | 0,98 | 18.549 | 0,35 | ||||
| 2026-05-12 | 13F | Hilltop Partners LLC | 23.689 | -1,58 | 679 | -2,31 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 13.813 | 0,00 | 396 | -0,75 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 9.314 | -28,93 | 267 | -29,44 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 816 | 8.966,67 | 23 | |||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 1.575 | 45 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 112.690 | 10,09 | 3.230 | 9,38 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 483.268 | 0,13 | 13.850 | -0,50 | ||||
| 2026-04-23 | 13F | Prosperity Advisers, LLC | 80.662 | 0,70 | 2.312 | 0,04 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10.104 | 12,43 | 290 | 11,58 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 2.822 | 0,61 | 81 | 0,00 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 11.513 | 0,16 | 330 | -0,60 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 54 | 2 | ||||||
| 2026-05-07 | 13F | Jefferson Bridge Capital, LLC | 31.714 | 5,09 | 909 | 4,37 | ||||
| 2026-05-05 | 13F | Frisch Financial Group, Inc. | 879.342 | 236,00 | 25.202 | 233,92 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 10.215 | 0,04 | 293 | -0,68 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Dravo Bay Llc | 24.314 | 697 | ||||||
| 2026-05-15 | 13F | GLOBALT Investments LLC / GA | 5.924.374 | 5,38 | 169.793 | 4,72 | ||||
| 2026-02-12 | 13F | Keel Point, LLC | 14.291 | 2,64 | 412 | 2,49 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 190 | 5 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 13.693 | -10,26 | 392 | -10,91 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 2.063.334 | 7,20 | 59.135 | 6,53 | ||||
| 2026-04-22 | 13F | Matauro, Llc | 372.330 | 12,82 | 10.671 | 12,12 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 10.623 | 39,91 | 304 | 39,45 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 231 | -50,11 | 7 | -53,85 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 44.105 | -7,93 | 1 | 0,00 | ||||
| 2026-05-15 | 13F/A | Vermillion & White Wealth Management Group, LLC | 85.236 | -59,75 | 2.443 | -60,01 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 32.986 | 1,08 | 951 | 0,85 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 1.136.477 | 5,94 | 32.571 | 5,29 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 27.479 | 59,39 | 788 | 58,35 | ||||
| 2026-05-14 | 13F | Migdal Insurance & Financial Holdings Ltd. | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 15.005 | 428 | ||||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 15.449 | 0,00 | 443 | -0,67 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 253.049 | -82,65 | 7.252 | -82,76 | ||||
| 2026-05-18 | 13F | IFS Group,LLC | 8.047 | -1,26 | 231 | -2,13 | ||||
| 2026-04-20 | 13F | Auour Investments LLC | 217.958 | 3,00 | 6.247 | 2,36 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 93.405 | -13,81 | 2.677 | -14,37 | ||||
| 2026-05-07 | 13F | Integrated Capital Management, Inc. | 236.042 | -1,84 | 6.765 | -2,47 | ||||
| 2026-05-06 | 13F | Hanseatic Management Services Inc | 48.011 | 35,41 | 1.376 | 39,17 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 73.772 | -17,88 | 2.114 | -18,38 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 31.506 | 106,84 | 903 | 105,47 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 507.179 | 42,05 | 14.536 | 41,17 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 444.230 | 6,16 | 12.690 | 5,15 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 8.510 | 0,00 | 244 | -0,82 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 481.957 | 4,49 | 13.813 | 3,83 | ||||
| 2026-05-11 | 13F | Strategic Wealth Designers | 2.214.829 | 0,75 | 63.477 | 0,12 | ||||
| 2026-02-17 | 13F | Parvin Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Avant Financial Advisors LLC | 136.663 | 3,30 | 3.917 | 2,65 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 1.362.930 | 6,61 | 39.307 | 6,61 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 41.146 | 18,78 | 1.179 | 18,02 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 27.517 | -10,98 | 789 | -11,56 | ||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 32.686 | 38,95 | 937 | 38,05 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 52 | 1 | ||||||
| 2026-05-07 | 13F | Tidemark, LLC | 385.737 | 521,46 | 11.055 | 517,60 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 616.859 | 2,42 | 18 | 0,00 | ||||
| 2026-04-15 | 13F | Arlington Financial Advisors, LLC | 38.730 | 1.110 | ||||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 8.815 | 253 | ||||||
| 2026-01-22 | 13F | O'Brien Wealth Partners LLC | 1.450.509 | 2,17 | 41.833 | 1,96 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 123 | 4 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 53.698 | -15,17 | 1.529 | -16,27 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 223.091 | 40,86 | 6.394 | 39,98 | ||||
| 2026-04-07 | 13F | Plus Group Wealth Advisors LLC | 104.953 | 18,99 | 3.008 | 18,25 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 67.475 | 11,57 | 1.934 | 10,84 | ||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 385.062 | 6,91 | 11.036 | 6,24 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 216.700 | 367,03 | 6.211 | 364,13 | ||||
| 2026-04-10 | 13F | Voisard Asset Management Group, Inc. | 1.751.198 | 16,68 | 50.189 | 15,95 | ||||
| 2026-04-29 | 13F | Tilson Financial Group, Inc. | 396.000 | 5,35 | 11.349 | 4,70 | ||||
| 2026-02-09 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | -100,00 |
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