Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in SPDR Series Trust - State Street SPDR Portfolio Short Term Corporate Bond ETF includono TIAA Wealth Investment Management LLC, Southern Michigan Bank & Trust, Members Advisory Group LLC, Tiaa-cref Individual & Institutional Services, Llc, Roan Capital Partners, LeClair Wealth Partners LLC, Meridian Wealth Management, LLC, Wealth Care LLC, Investment Management Trust, LLC, PlanVest Financial, Inc, Samara Investment Management, LLC, TCG Advisory Services, LLC, Clune & Associates, Ltd., Red Door Wealth Management, LLC, Gateway Wealth Partners, LLC, Argentarii, LLC, Wealth Advisors Northwest LLC, Banque Transatlantique SA, Nalls Sherbakoff Group, Llc, e Anfield Capital Management, LLC .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Fca Corp /tx | 54.749 | 4,91 | 1.646 | 4,44 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 9.206 | 2,41 | 277 | 1,85 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 22.164 | 24,59 | 666 | 24,02 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 226.223 | 3,85 | 6.803 | 3,41 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 30.934 | 310,48 | 930 | 309,69 | ||||
| 2026-05-08 | 13F | Zinnia Wealth Advisory, LLC | 55.135 | 4,34 | 1.658 | 3,89 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 404.924 | 7,80 | 12.176 | 7,34 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 290.736 | 27,92 | 9 | 33,33 | ||||
| 2026-04-22 | 13F | Larry Mathis Financial Planning, LLC | 9.357 | 10,76 | 281 | 10,20 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 6.874 | 116,98 | 0 | |||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 252.425 | 2,62 | 7.590 | 2,18 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 2.028 | 106,52 | 61 | 106,90 | ||||
| 2026-05-12 | 13F | All Terrain Financial Advisors, LLC | 168.087 | 1,92 | 5.054 | 1,49 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 72.459 | 12,79 | 2.171 | 11,91 | ||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 21.000 | 1,13 | 631 | 0,64 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 7.996 | 240 | ||||||
| 2026-04-20 | 13F | TrueMark Investments, LLC | 558.724 | 10,44 | 16.801 | 9,96 | ||||
| 2026-04-08 | 13F | Sharper & Granite LLC | 72.449 | 16,17 | 2.179 | 15,67 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 38.159 | 0,13 | 1.147 | -0,26 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 247.310 | 14,59 | 7.437 | 14,10 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 505.290 | 5,31 | 15.194 | 4,86 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 74.994 | 5,64 | 2.154 | 0,51 | ||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 1.938 | 0,26 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 23.729 | 11,95 | 714 | 11,41 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 81.527 | 2,42 | 2.453 | 122.500,00 | ||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 634.547 | 15,38 | 19.081 | 14,88 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 108.432 | 8,18 | 3.261 | 7,70 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 79.065 | 23,76 | 92 | -95,28 | ||||
| 2026-04-22 | 13F | Truefg, Llc | 310.765 | 3,20 | 9.345 | 2,75 | ||||
| 2026-04-08 | 13F | Wealth Advisors Northwest LLC | 7.268 | 219 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 188.352 | 5.664 | ||||||
| 2026-04-24 | 13F | Swmg, Llc | 709.019 | 5,01 | 21.320 | 4,42 | ||||
| 2026-04-29 | 13F | BEAM Asset Management, LLC | 15.025 | 12,56 | 452 | 11,91 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 20.000 | 601 | ||||||
| 2026-04-22 | 13F | Parcion Private Wealth LLC | 145.688 | 4,96 | 4.381 | 4,48 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 7.767 | 234 | ||||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 7.845 | 0,72 | 236 | 0,00 | ||||
| 2026-04-17 | 13F | Kennebec Savings Bank | 1.678 | 4,81 | 50 | 4,17 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 176.093 | 199,60 | 5.279 | 197,41 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 5.731 | 0,24 | 172 | 0,00 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 104.467 | 10,00 | 3.141 | 9,52 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 30.646 | 4,72 | 922 | 4,30 | ||||
| 2026-05-11 | 13F | Allstate Corp | 3.933.540 | 5,36 | 118.282 | 4,90 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 736.885 | 0,41 | 22.158 | -0,02 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 204.527 | 9,60 | 6.150 | 9,14 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 3.028.206 | 1,02 | 91.058 | 0,59 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 7.643 | 230 | ||||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 60.499 | 4,20 | 1.819 | 3,76 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 3.592 | 0,70 | 108 | 0,93 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 2.368 | 112,19 | 71 | 115,15 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 88.626 | 0,93 | 2.665 | 0,49 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 407 | 12 | ||||||
| 2026-04-22 | 13F/A | Hudson Valley Investment Advisors Inc /adv | 1.163.729 | 2,51 | 34.993 | 2,07 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 298 | 0,68 | 9 | 0,00 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 24.169 | 11,93 | 727 | 11,35 | ||||
| 2026-04-09 | 13F | Kelly Financial Group Llc | 25.388 | 52,60 | 763 | 51,99 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 488.008 | 1,79 | 14.674 | 1,35 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 3.056 | 7,23 | 92 | 6,98 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 49.965 | 7,74 | 1.502 | 7,29 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 33.051 | 0,01 | 994 | -0,50 | ||||
| 2026-05-01 | 13F | Concord Asset Management, LLC/VA | 1.077.015 | 4,26 | 32.386 | 3,81 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 970 | 0,41 | 29 | 0,00 | ||||
| 2026-04-28 | 13F | Powerhouse Assets LLC | 84.672 | 7,80 | 2.546 | 7,34 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 15.809 | 5,18 | 475 | 4,86 | ||||
| 2026-05-01 | 13F | Keener Financial Planning LLC | 6.760 | 0 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 668.001 | 10,30 | 20.087 | 9,82 | ||||
| 2026-04-14 | 13F | OLIO Financial Planning | 78.632 | 2,51 | 2.364 | 2,07 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 1 | 0 | ||||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 349 | 10 | ||||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 371.561 | 59,81 | 11.173 | 59,12 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 774.929 | 9,77 | 23.302 | 110.861,90 | ||||
| 2026-05-04 | 13F | Rogco, Lp | 482.735 | 8,92 | 14.516 | 8,45 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 4.710 | 90,30 | 142 | 90,54 | ||||
| 2026-04-27 | 13F | Portland Financial Advisors Inc | 52.632 | 1,26 | 1.583 | 0,83 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 2.408.155 | 7,48 | 72.413 | 7,02 | ||||
| 2026-04-30 | 13F | Manske Wealth Management | 100.712 | 4,91 | 3.028 | 4,45 | ||||
| 2026-04-20 | 13F | Gilbert Capital Group, Inc. | 69.816 | 2,29 | 2.099 | 1,84 | ||||
| 2026-05-12 | 13F | Argentarii, LLC | 7.937 | 239 | ||||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 216.610 | 8,72 | 6.513 | 8,26 | ||||
| 2026-04-20 | 13F | Boston Standard Wealth Management, LLC | 97.138 | 5,05 | 2.913 | 4,30 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 14.676 | 4,54 | 441 | 4,26 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 425.572 | 12.797 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 1.990.622 | 11,45 | 59.852 | 10,96 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 992.198 | 214.197,62 | 29.781 | 228.976,92 | ||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 42 | 1 | ||||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 7.026 | 0,39 | 211 | 0,00 | ||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 56.338 | 21,51 | 1.694 | 21,00 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 615.348 | 40,34 | 18.504 | 39,74 | ||||
| 2026-05-08 | 13F | Burling Wealth Partners, Llc | 216.602 | 10,43 | 6.513 | 9,96 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 13.392 | 50,98 | 403 | 50,56 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 255.287 | 3,19 | 7.676 | 2,74 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 13.107 | 15,50 | 394 | 15,20 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 1 | 0 | ||||||
| 2026-04-22 | 13F | Cornerstone Enterprises, Llc | 179.346 | 9,15 | 5.393 | 8,67 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 583 | 18 | ||||||
| 2026-04-27 | 13F | Arrien Investments, Inc. | 303.552 | 55,65 | 9.128 | 54,98 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 49.803 | 46,11 | 1.498 | 45,48 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 35 | 1 | ||||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 19.688 | 87,83 | 590 | 86,71 | ||||
| 2025-12-05 | 13F | Vestwell Advisors, LLC | 2 | |||||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 16.651 | 4,09 | 501 | 3,31 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 12.544 | 0,58 | 377 | 0,27 | ||||
| 2026-04-24 | 13F | United Community Bank | 41.095 | 1.236 | ||||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 17.548 | 3,35 | 528 | 2,93 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 7.273 | 3,21 | 219 | 2,83 | ||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 16.496 | 1,43 | 496 | 1,02 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 23.516 | 2,14 | 707 | 3,97 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 215.571 | 33,42 | 6.482 | 32,72 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 17.489 | 18,60 | 528 | 18,39 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 52.392 | 5,19 | 1.575 | 4,72 | ||||
| 2026-03-05 | 13F | Bush Investment Group, Llc | 145.459 | 1,46 | 4.393 | 1,15 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 13.995 | 11,95 | 421 | 11,41 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 27.734 | 14,10 | 834 | 13,49 | ||||
| 2026-04-21 | 13F | SpringVest Wealth Management LLC | 16.900 | 10,12 | 508 | 9,72 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 668.703 | 37,75 | 20.108 | 37,16 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 243.349 | 20,54 | 7.318 | 20,03 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 37.835 | 1.138 | ||||||
| 2026-04-17 | 13F | Capital Wealth Management, Llc | 1.170.745 | 6,60 | 35.204 | 6,14 | ||||
| 2026-05-11 | 13F | MainStreet Investment Advisors LLC | 55.640 | 14,15 | 1.673 | 13,65 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 80.541 | 5,19 | 2.422 | 4,71 | ||||
| 2026-04-29 | 13F | Penobscot Investment Management Company, Inc. | 52.010 | 1,01 | 1.564 | 0,58 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 1.420 | 1.156,64 | 43 | 1.300,00 | ||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 240.202 | 59,00 | 7.223 | 58,20 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 547.685 | 11,68 | 16.469 | 11,20 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 29.505 | 15,08 | 887 | 14,60 | ||||
| 2026-05-12 | 13F | Red Reef Advisors Llc | 5.513 | 0,71 | 166 | 0,00 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 7.095 | 0,18 | 213 | 0,00 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 81.982 | 2 | ||||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 281.436 | 6,36 | 8.463 | 5,89 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 97.081 | 18,63 | 2.919 | 18,13 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 90.839 | 15,24 | 2.732 | 14,75 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 8.181 | 1,28 | 246 | 1,23 | ||||
| 2026-04-27 | 13F | Flagstone Financial Management | 912.452 | 7,07 | 27.437 | 6,61 | ||||
| 2026-05-06 | 13F | Mechanics Financial Corp | 92.132 | 28,07 | 2.770 | 27,53 | ||||
| 2026-04-28 | 13F | DGS Capital Management, LLC | 116.199 | 6,35 | 3.494 | 5,91 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 437 | 98,64 | 13 | 116,67 | ||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 85.140 | 3,24 | 2.560 | 2,81 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 9.127.167 | 4,46 | 274.454 | 4,01 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 5.701 | 0,46 | 0 | |||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 10.891 | 28,93 | 327 | 28,24 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 481.070 | 11,95 | 14.466 | 11,47 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 188.760 | 33,36 | 5.676 | 32,78 | ||||
| 2026-04-20 | 13F | Cottage Street Advisors LLC | 18.969 | 0,09 | 570 | -0,35 | ||||
| 2026-05-08 | 13F | Gsa Capital Partners Llp | 326.039 | 1.220,32 | 10 | |||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 183 | 18.200,00 | 6 | |||||
| 2026-04-01 | 13F | Adelphi Trust Co | 9.235 | 8,48 | 278 | 7,78 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 38.165 | 135,15 | 1.148 | 134,08 | ||||
| 2026-04-15 | 13F | City Holding Co | 65.471 | 9,17 | 1.968 | 8,61 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 2.098.216 | 1,40 | 63.093 | 0,96 | ||||
| 2026-05-13 | 13F | South Plains Financial, Inc. | 17.116 | 13,13 | 514 | 12,72 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 491.406 | 8,49 | 14.777 | 8,02 | ||||
| 2026-04-20 | 13F | Brian Low Financial Group, Llc | 79.941 | 0,23 | 2.404 | -0,21 | ||||
| 2026-04-15 | 13F | Cypress Financial Planning Llc | 9.795 | 12,73 | 295 | 12,21 | ||||
| 2026-04-15 | 13F | Lighthouse Financial Services Inc /adv | 301.618 | 2,59 | 9.076 | 2,22 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 3.206 | 96 | ||||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 701.304 | 5,36 | 21.088 | 4,91 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 116.650 | 0,19 | 3.508 | -0,23 | ||||
| 2026-04-30 | 13F | Red Cedar Investment Management, Llc | 771.921 | 71,32 | 23.212 | 70,58 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1.472.559 | 40,89 | 44.280 | 40,28 | ||||
| 2026-04-24 | 13F | Investment Management Trust, LLC | 20.649 | 621 | ||||||
| 2026-05-05 | 13F | Cannon Wealth Management Services, LLC | 174.159 | 3,85 | 5.237 | 3,40 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 36.032 | 12,57 | 1.083 | 12,11 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 297.005 | 9,36 | 8.931 | 8,89 | ||||
| 2026-05-14 | 13F | Migdal Insurance & Financial Holdings Ltd. | 34.851 | 0,11 | 1.048 | 104.600,00 | ||||
| 2026-05-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 0 | |||||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 9.620 | 1,05 | 289 | 0,70 | ||||
| 2026-05-14 | 13F | Laraway Financial Inc | 64.477 | 0,17 | 1.939 | -0,26 | ||||
| 2026-05-11 | 13F | Wrapmanager Inc | 293.342 | 3,36 | 8.821 | 2,91 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 5.995.308 | 15,82 | 180.279 | 15,32 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 4.144 | 52,92 | 125 | 53,09 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 12.052 | 0,04 | 362 | -0,28 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 326.295 | 5,03 | 9.854 | 109.388,89 | ||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 163.575 | 0,83 | 4.919 | 0,39 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 14.833 | 446 | ||||||
| 2026-05-06 | 13F | Cedar Point Capital Partners, LLC | 19.121 | 4,32 | 575 | 3,80 | ||||
| 2026-05-11 | 13F | Rinkey Investments | 8.944 | 0,07 | 269 | -0,37 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 52.838 | 3,45 | 1.589 | 2,98 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 141 | 4 | ||||||
| 2026-04-23 | 13F/A | Private Wealth Group, LLC | 51.753 | 3,23 | 1.556 | 2,77 | ||||
| 2026-04-15 | 13F | Braun-Bostich & Associates Inc. | 6.693 | 201 | ||||||
| 2026-05-08 | 13F | Altiora Financial Group, LLC | 16.870 | 0,71 | 507 | 0,40 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 96.842 | 9,90 | 2.912 | 9,43 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 26.930 | 44,73 | 810 | 44,21 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 33.292 | 4,87 | 1.001 | 4,49 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 376 | 11 | ||||||
| 2026-05-13 | 13F | RiverGlades Family Offices LLC | 157.642 | 6,81 | 4.740 | 6,04 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 89.218 | 7,16 | 2.683 | 6,68 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 32.283 | 15,23 | 971 | 14,66 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 2.500 | 76 | ||||||
| 2026-05-11 | 13F | Capital Square, LLC | 84.662 | 28,58 | 2.551 | 28,27 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 25.595 | 31,63 | 770 | 31,01 | ||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 1.665.715 | 0,90 | 50.088 | 0,47 | ||||
| 2026-05-13 | 13F | Park Square Financial Group, LLC | 72 | 2 | ||||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 993.900 | 29.837 | ||||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 5.099 | 26,56 | 153 | 26,45 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 245.310 | 4,00 | 7.376 | 3,55 | ||||
| 2026-04-15 | 13F | Roan Capital Partners | 139.592 | 4.198 | ||||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 7.674 | 0,71 | 231 | 0,00 | ||||
| 2026-05-05 | 13F | LeClair Wealth Partners LLC | 34.866 | 1.048 | ||||||
| 2026-05-14 | 13F | StoneX Group Inc. | 87.778 | 0,52 | 2.633 | -0,19 | ||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 85.672 | 43,40 | 2.576 | 42,64 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 301.860 | 1,94 | 9.077 | 1,50 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 19.432 | 0,04 | 584 | -0,34 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 952.098 | 1,47 | 28.630 | 1,03 | ||||
| 2026-05-05 | 13F | Eukles Asset Management | 179.756 | 19,83 | 5.405 | 19,32 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 17.350 | 522 | ||||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 4.432 | 133 | ||||||
| 2026-04-29 | 13F | Alliance Wealth Management Group | 7.688 | 2,22 | 224 | 1,82 | ||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 383 | 0,52 | 12 | 0,00 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 1.030 | 31 | ||||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 1.269.078 | 4,33 | 38.161 | 3,88 | ||||
| 2026-05-13 | 13F | Dynamic Wealth Strategies, LLC | 55.763 | 0,26 | 1.677 | -0,18 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 2.203 | 17,87 | 67 | 17,86 | ||||
| 2026-05-15 | 13F | Fmr Llc | 5.239.732 | 70.109,46 | 157.559 | 69.925,78 | ||||
| 2026-05-05 | 13F | Trail Ridge Investment Advisors, LLC | 22.421 | 0,43 | 674 | 0,00 | ||||
| 2026-04-13 | 13F | Arkansas Financial Group, Inc. | 1.408.718 | 3,96 | 42.318 | 3,41 | ||||
| 2026-05-05 | 13F | Members Advisory Group LLC | 319.598 | 9.610 | ||||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 155.028 | 14,46 | 4.662 | 13,96 | ||||
| 2026-05-07 | 13F | Advisor Resource Council | 29.134 | 23,73 | 876 | 23,21 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 14.413 | 136,55 | 433 | 135,33 | ||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 64.269 | 0,24 | 1.933 | -0,21 | ||||
| 2026-04-23 | 13F | Strategic Point Investment Advisors, LLC | 1.195.219 | 5,95 | 35.940 | 5,49 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 5.184.845 | 18,76 | 155.909 | 18,25 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 81.497 | 120,37 | 2.451 | 119,53 | ||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 52.478 | 2,35 | 1.578 | 1,94 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 48.009 | 1,47 | 1.444 | 1,05 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 376 | 11 | ||||||
| 2026-05-04 | 13F | Oasis Advisors, LLC | 6.737.337 | 5.348,85 | 9.448 | 153,03 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 93.996 | 142,15 | 2.826 | 141,13 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 218.807 | 1.778,01 | 6.608 | 1.776,99 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 95.347 | 31,54 | 2.867 | 30,97 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 68.355 | 1.273,42 | 2.055 | 1.270,00 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 8.903 | 1,42 | 269 | 1,13 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 5.111 | 11,52 | 154 | 10,87 | ||||
| 2026-04-24 | 13F | Financial Plan, Inc. | 142.373 | 1,38 | 4.281 | 0,94 | ||||
| 2026-05-15 | 13F | Fairview Capital Investment Management, Llc | 295.779 | 0,93 | 8.894 | 0,50 | ||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 337.503 | 10.149 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 698.064 | 4,53 | 20.991 | 4,08 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 57 | 2 | ||||||
| 2026-05-07 | 13F | Allen Investment Management LLC | 300.971 | 23,01 | 9.050 | 22,48 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 892.159 | 17,72 | 26.827 | 17,21 | ||||
| 2026-04-29 | 13F | Capstone Wealth Management Group, Llc | 19.157 | 8,29 | 576 | 7,87 | ||||
| 2026-05-12 | 13F | Marion Wealth Management | 16.163 | 0,02 | 486 | -0,41 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 9.509.202 | 0,89 | 285.942 | 0,45 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 28.393 | 0,19 | 854 | -0,23 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 456 | 0,66 | 14 | 0,00 | ||||
| 2026-04-20 | 13F | New Hampshire Trust | 61.591 | 26,73 | 1.852 | 26,24 | ||||
| 2026-05-15 | 13F | GLOBALT Investments LLC / GA | 34.768 | 1,02 | 1.045 | 0,58 | ||||
| 2026-04-27 | 13F | Silver Lake Advisory, LLC | 156.151 | 4,24 | 4.695 | 3,80 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 23.284 | 172,58 | 700 | 171,98 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 124.671 | 59,29 | 3.749 | 58,61 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 36.316 | 1 | ||||||
| 2026-04-15 | 13F | Activest Wealth Management | 7.803 | 0,71 | 235 | 0,43 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 120 | 4 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 276.085 | 8.302 | ||||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 44 | 1 | ||||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 854.373 | 6,58 | 25.691 | 6,12 | ||||
| 2026-05-04 | 13F | Y.D. More Investments Ltd | 5.300 | 29,90 | 159 | 29,27 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 317.308 | 18,56 | 10 | 12,50 | ||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 24.328 | 27,54 | 735 | 27,21 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 1.478.176 | 1,90 | 44.449 | 1,46 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 28.494 | 4,04 | 857 | 3,51 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 12.799 | 10,61 | 385 | 10,03 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 57.370 | 0,12 | 1.725 | -0,29 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 1.930 | 0,94 | 58 | 0,00 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 15.288 | 45,95 | 460 | 45,25 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 147.797 | 4,68 | 4 | 0,00 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 9.083 | 2,13 | 273 | 1,87 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 1.111.212 | 4,60 | 33.414 | 4,15 | ||||
| 2026-05-12 | 13F | Creative Planning | 53.069.411 | 4,25 | 1.595.797 | 3,80 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 3.184 | 914,01 | 96 | 955,56 | ||||
| 2026-05-13 | 13F | Hirtle Callaghan & Co LLC | 2.004 | -0,45 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 24.315 | 16,69 | 731 | 16,22 | ||||
| 2026-05-07 | 13F | Samara Investment Management, LLC | 15.526 | 467 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1.934.001 | 7,67 | 58.155 | 7,21 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 452.886 | 14 | ||||||
| 2026-02-04 | 13F | Timonier Family Office, LTD. | 367.857 | 6,46 | 11.109 | 6,14 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 45.345 | 1.363 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 199 | 6 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 146.431 | 6,97 | 4.403 | 6,51 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 27.579 | 2,80 | 829 | 2,35 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 278.498 | 11,45 | 8.374 | 10,97 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 14.071 | 0,29 | 423 | 0,00 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 723.729 | 2.209,65 | 21.763 | 2.200,42 | ||||
| 2026-04-29 | 13F | Meitav Dash Investments Ltd | 36.344 | 6,98 | 1.092 | 6,54 | ||||
| 2026-04-24 | 13F | Wealth Care LLC | 24.416 | 734 | ||||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 14.560 | 0,05 | 438 | -0,68 | ||||
| 2026-04-03 | 13F | First County Bank /CT/ | 11.710 | 11,25 | 352 | 11,04 | ||||
| 2026-04-16 | 13F | Cornerstone Management, Inc. | 531.884 | 11,81 | 15.994 | 11,33 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 79.414 | 13,24 | 2.388 | 12,75 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 490.145 | 8,56 | 14.802 | 8,56 | ||||
| 2026-04-28 | 13F | Argonautica Private Wealth Management, Inc | 23.065 | 0,71 | 694 | 0,29 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 292.242 | 8.788 | ||||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 11.200 | 337 | ||||||
| 2026-05-12 | 13F | Portside Wealth Group, LLC | 71.861 | 1,89 | 2.161 | 1,46 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 19.969 | 33,82 | 600 | 33,33 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 1.013.486 | 30.476 | ||||||
| 2026-05-01 | 13F | Towercrest Capital Management | 8.237 | 2,16 | 240 | 1,69 | ||||
| 2026-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 13.961 | 4,51 | 420 | 3,97 | ||||
| 2026-04-10 | 13F | Cooke Wealth Management, LLC | 255.364 | 10,25 | 7.679 | 9,65 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 7.436.338 | 52,91 | 223.611 | 52,26 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 383.975 | 56,21 | 11.546 | 55,54 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 283.480 | 5,13 | 8.524 | 4,68 | ||||
| 2026-04-15 | 13F | Diligent Investors, LLC | 9.368 | 0,22 | 282 | -0,35 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 700 | 21 | ||||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 29.373 | 883 | ||||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 1.000 | 30 | ||||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 451 | -40,26 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 2.815.855 | 12,60 | 84.673 | 12,11 | ||||
| 2026-05-15 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.171.796 | 4,04 | 35.236 | 3,59 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 15.507 | 466 | ||||||
| 2026-04-22 | 13F | Horizon Bancorp Inc /in/ | 252 | 0 | ||||||
| 2026-05-13 | 13F | Banque Transatlantique SA | 2.755 | 83 | ||||||
| 2026-04-16 | 13F | First Community Trust Na | 620 | 19 | ||||||
| 2026-04-28 | 13F | Hardy Reed LLC | 578.912 | 1,76 | 17.408 | 1,32 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 125.420 | 17,27 | ||||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 475 | 14 | ||||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 33.982 | 4,15 | 1.022 | 3,65 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 353.292 | 3,68 | 10.623 | 3,24 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 1.122.144 | 14,93 | 33.743 | 14,43 | ||||
| 2026-04-09 | 13F | Tilia Fiduciary Partners, Inc. | 15.280 | 13,43 | 459 | 13,05 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 251.974 | 2,45 | 7.577 | 2,01 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 704.271 | 10,28 | 21.177 | 9,81 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 40.963 | 12,03 | 1.237 | 11,74 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 16.726 | 5,64 | 503 | 5,02 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 30.974.728 | 8.649,92 | 929.861 | 8.598,42 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 75.636 | 63,31 | 2.268 | 62,16 |
