Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in SPDR Series Trust - State Street SPDR Portfolio Intermediate Term Treasury ETF includono Arkadios Wealth Advisors, Summit Financial, LLC, Capital Wealth Management, Llc, Private Advisory Group LLC, Seeds Investor Llc, Arlington Financial Advisors, LLC, Dravo Bay Llc, OpenArc Corporate Advisory, LLC, Augustine Asset Management Inc, Diversify Wealth Management, Llc, SOL Capital Management CO, United Capital Financial Advisers, Llc, Archvest Wealth Advisors, Inc., Tiaa-cref Individual & Institutional Services, Llc, Baer Investment Advisory LLC, Integrity Alliance, Llc., Detalus Advisors, LLC, Parsons Capital Management Inc/ri, Td Private Client Wealth Llc, e Elevated Capital Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-17 | 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 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 7.627 | 219 | ||||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 201 | 509,09 | 6 | |||||
| 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 | ||||
| 2026-05-13 | 13F | Wiregrass Investment Management Llc | 39.198 | 12,16 | 1.123 | 11,52 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 19.349 | 1,85 | 555 | 1,28 | ||||
| 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 | ||||
| 2026-05-04 | 13F | Hibernia Wealth Partners, LLC | 11.335 | 325 | ||||||
| 2026-05-01 | 13F | S. R. Schill & Associates | 538.400 | 7,04 | 15.431 | 6,37 | ||||
| 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 | ||||
| 2026-05-12 | 13F | Creative Planning | 216.875 | 1,78 | 6.216 | 1,14 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 0 | 0 | ||||||
| 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 | Independent Advisor Alliance | 2.337.458 | 5.409,36 | 66.992 | 5.377,60 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 7.828.032 | 27,21 | 224.351 | 26,42 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 9.205 | 26,10 | 264 | 25,24 | ||||
| 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 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 33 | 1 | ||||||
| 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 | ||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 99.266 | 94,88 | 2.845 | 93,60 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 247.921 | 98,98 | 7.105 | 97,75 | ||||
| 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 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 3.997.338 | 668,28 | 114.564 | 663,50 | ||||
| 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 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 3.411.524 | 1,57 | 97.774 | 0,94 | ||||
| 2026-04-29 | 13F | Burney Co/ | 9.981 | 7,14 | 286 | 6,72 | ||||
| 2026-05-08 | 13F | Evergreen Wealth Partners LLC | 387.106 | 6,38 | 11.094 | 5,71 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 25 | 1 | ||||||
| 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 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 419 | 0,72 | 12 | 0,00 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 1 | 0 | ||||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 208.552 | 342,33 | 5.977 | 339,81 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 19.392 | 7,46 | 555 | 6,53 | ||||
| 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 | Northland Securities, Inc. | 16.566 | 74,07 | 475 | 72,99 | ||||
| 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 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 815 | 614,91 | 0 | |||||
| 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 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 1.345.325 | 5,53 | 38.557 | 4,87 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 18.350 | 2,15 | 526 | 1,35 | ||||
| 2026-05-05 | 13F | One Day In July LLC | 5.356.793 | 10,10 | 153.526 | 9,41 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 2.868.259 | 82.204 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 226.688 | 14,63 | 6.497 | 13,90 | ||||
| 2026-04-07 | 13F | Hobart Private Capital, LLC | 418.366 | 108,25 | 11.990 | 106,97 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 59.352 | 28,05 | 1.701 | 27,32 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 7.500 | 215 | ||||||
| 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 | ||||
| 2026-04-13 | 13F | Augustine Asset Management Inc | 15.606 | 447 | ||||||
| 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 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 273.366 | 7.835 | ||||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 1.487.097 | 4,85 | 42.620 | 4,19 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 343 | 10 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 7.636.114 | 11,70 | 218.843 | 10,99 | ||||
| 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 | ||||
| 2026-05-11 | 13F | Municipal Employees' Retirement System of Michigan | 38.702.475 | 3,91 | 1.109 | 3,26 | ||||
| 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 | ||||
| 2026-04-15 | 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 | ||||
| 2026-05-05 | 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 | ||||
| 2026-05-11 | 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 | ||||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 1.785 | 51 | ||||||
| 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 | ||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 569.599 | 7,68 | 16.325 | 7,01 | ||||
| 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 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 8.551 | 3,02 | 245 | 2,51 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 14.818 | 24,64 | 425 | 23,98 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 448.081 | 97,92 | 12.842 | 96,68 | ||||
| 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 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 4 | 0 | ||||||
| 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 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 34 | 3,03 | 1 | |||||
| 2026-05-06 | 13F | Centennial Bank/AR/ | 39.491 | 242,00 | 1.132 | 239,64 | ||||
| 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 | ||||
| 2026-04-23 | 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 | ||||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 14.240 | 408 | ||||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 31.495 | 8,52 | 903 | 7,77 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 212.754 | 34,75 | 6.098 | 33,91 | ||||
| 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 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 181.144 | 1,20 | 5.192 | 0,56 | ||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 69.946 | 2.005 | ||||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 90.961 | 3,07 | 2.607 | 2,40 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 793.244 | 54,57 | 22.734 | 53,61 | ||||
| 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 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 78.331 | 5,51 | 2.245 | 4,81 | ||||
| 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 | ||||
| 2026-04-16 | 13F | Paladin Wealth, LLC | 44.689 | 2,59 | 1.281 | 1,91 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 511.714 | 5,62 | 14.758 | 105.307,14 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 717.831 | 0,77 | 20.573 | 0,15 | ||||
| 2026-05-15 | 13F | State Street Corp | 3.762.990 | 41,03 | 107.847 | 40,15 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 1.107.517 | 1,50 | 31.741 | 0,87 | ||||
| 2026-04-23 | 13F/A | Private Wealth Group, LLC | 133.266 | 9,78 | 3.819 | 9,11 | ||||
| 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 | ||||
| 2026-05-15 | 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 | ||||
| 2026-04-27 | 13F | Appalachian Capital Management Ltd | 335.006 | 3,79 | 9.601 | 3,15 | ||||
| 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 | ||||
| 2026-05-14 | 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 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 53.878 | 1.547 | ||||||
| 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 | ||||
| 2026-04-15 | 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 | ||||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 8.339 | 214,92 | 239 | 213,16 | ||||
| 2026-05-05 | 13F | Beacon Bridge Wealth Partners, LLC | 44.455 | 0,24 | 1.274 | -0,31 | ||||
| 2026-05-15 | 13F | Fmr Llc | 13.991 | 2,21 | 401 | 1,52 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 14.551 | 27,28 | 417 | 26,75 | ||||
| 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 | ||||
| 2026-05-09 | 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 | ||||
| 2026-05-07 | 13F | Advisor Resource Council | 10.590 | 8,04 | 304 | 7,83 | ||||
| 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 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 470.046 | 1.565,71 | 13.472 | 1.556,95 | ||||
| 2026-05-11 | 13F | Collier Financial | 647.200 | 0,98 | 18.549 | 0,35 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 11.326 | 0,86 | 325 | 0,31 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 322.411 | 8,76 | 9.240 | 8,08 | ||||
| 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 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 816 | 8.966,67 | 23 | |||||
| 2026-05-15 | 13F | Cerity Partners LLC | 55.927 | 53,40 | 1.603 | 52,57 | ||||
| 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 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 0 | 0 | ||||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 11.513 | 0,16 | 330 | -0,60 | ||||
| 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 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 54 | 2 | ||||||
| 2026-05-07 | 13F | Jefferson Bridge Capital, LLC | 31.714 | 5,09 | 909 | 4,37 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 301.892 | 8.652 | ||||||
| 2026-05-05 | 13F | Frisch Financial Group, Inc. | 879.342 | 236,00 | 25.202 | 233,92 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 47 | 1 | ||||||
| 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 | ||||
| 2026-05-13 | 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 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 10.215 | 0,04 | 293 | -0,68 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 53.851.890 | 10,32 | 1.543.395 | 9,64 | ||||
| 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 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 101.001 | 2.895 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1.229 | 35 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 10.392 | 298 | ||||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 190 | 5 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 4.179 | 48,35 | 0 | |||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 583 | 17 | ||||||
| 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 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 1.397 | 317,01 | 40 | 333,33 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 10.623 | 39,91 | 304 | 39,45 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 5.569 | 822,02 | 160 | 835,29 | ||||
| 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 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 7.674 | 221 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 16.085 | 0,03 | 461 | -0,65 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 430.834 | 6,87 | 12.348 | 6,20 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 27.479 | 59,39 | 788 | 58,35 | ||||
| 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 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 15.005 | 428 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 1.090.639 | 8,88 | 31.257 | 8,20 | ||||
| 2026-04-20 | 13F | Auour Investments LLC | 217.958 | 3,00 | 6.247 | 2,36 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 227.423 | 20,45 | 6.491 | 19,19 | ||||
| 2026-05-06 | 13F | Hanseatic Management Services Inc | 48.011 | 35,41 | 1.376 | 39,17 | ||||
| 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 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 9.750 | 281 | ||||||
| 2026-04-22 | 13F | Vicus Capital | 62.479 | 0,95 | 1.791 | 0,28 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 444.230 | 6,16 | 12.690 | 5,15 | ||||
| 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 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 11.895.021 | 5,11 | 340.911 | 4,45 | ||||
| 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 | ||||
| 2026-04-23 | 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 | ||||
| 2026-05-13 | 13F | Archvest Wealth Advisors, Inc. | 10.846 | 311 | ||||||
| 2026-05-29 | 13F | Keel Point, LLC | 14.293 | 0,01 | 410 | -0,73 | ||||
| 2026-05-11 | 13F | Portland Global Advisors LLC | 1.398.461 | 2,24 | 40.080 | 1,60 | ||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 32.686 | 38,95 | 937 | 38,05 | ||||
| 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 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 52 | 1 | ||||||
| 2026-05-07 | 13F | Tidemark, LLC | 385.737 | 521,46 | 11.055 | 517,60 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 30.981 | 0,61 | 888 | -0,11 | ||||
| 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 | ||||||
| 2026-04-07 | 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 | ||||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 8.815 | 253 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 7.107 | 204 | ||||||
| 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 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 1.604.093 | 5,13 | 45.973 | 4,47 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 223.091 | 40,86 | 6.394 | 39,98 | ||||
| 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 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 9.502 | 17,11 | 272 | 16,24 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 77.012 | 13,72 | 2.207 | 13,01 | ||||
| 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 | ||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 77.253 | 75,28 | 2.214 | 74,19 | ||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 385.062 | 6,91 | 11.036 | 6,24 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 1.093 | 1.924,07 | 31 | 3.000,00 | ||||
| 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 |
