Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in SPDR Series Trust - State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF includono Cvfg Llc, Owl Creek Wealth Partners LLC, Navigation Group, LLC, Financial Solutions Advisory Group, Inc., Quent Long Short Global Small Cap Fund, LP, Seeds Investor Llc, Auxano Advisors, LLC, RiverFront Investment Group, LLC, Summit Financial Strategies, Inc., Tortoise Investment Management, LLC, Inspire Advisors, LLC, Evergreen Wealth Solutions, LLC, Tiaa-cref Individual & Institutional Services, Llc, NewEdge Wealth, LLC, Tompkins Financial Corp, Curat Global, LLC, Diversify Wealth Management, Llc, Pacific Excel Wealth Advisors, Inc., Unique Wealth, Llc, e Wbh Advisory Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-29 | 13F | Cvfg Llc | 584.153 | 46.183 | ||||||
| 2026-04-23 | 13F | Orca Investment Management, LLC | 27.624 | 3,25 | 2.184 | -1,09 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 905 | 72 | ||||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 16.964 | 0,01 | 1.341 | -4,15 | ||||
| 2026-05-04 | 13F | 6th Street Advisors, LLC | 3.207 | 254 | ||||||
| 2026-04-23 | 13F | First Pacific Financial | 497 | 0,40 | 39 | -2,50 | ||||
| 2026-04-22 | 13F | Crew Capital Management, Ltd. | 5.287 | 0,23 | 418 | -4,14 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 393.149 | 16,81 | 30.217 | 8,83 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 13.584 | 38,80 | 1.074 | 32,96 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 68.030 | 17,42 | 5.345 | 11,82 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 326.097 | 113,16 | 25.781 | 104,29 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 100.770 | 789,49 | 7.967 | 752,89 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 149.781 | 84,16 | 11.842 | 76,47 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 196.202 | 8,98 | 15.512 | 4,44 | ||||
| 2026-04-27 | 13F | Trademark Financial Management, LLC | 4.888 | 1,96 | 386 | -2,28 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 27.719 | 22,22 | 2.191 | 17,10 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 598 | 3,82 | 47 | 0,00 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 360 | 30 | ||||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 3.821 | 6,73 | 316 | 4,65 | ||||
| 2026-04-30 | 13F | Graetz Wealth LLC | 6.134 | 0,29 | 485 | -3,97 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 2.820 | 11,90 | 223 | 7,25 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 2.340 | 1,39 | 185 | -2,63 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 171.376 | 3,40 | 13.542 | 104.069,23 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 33.513 | 4,37 | 2.650 | 0,08 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 4.453 | 3,94 | 352 | -0,28 | ||||
| 2026-05-13 | 13F | Quantbot Technologies LP | 94 | 7 | ||||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 8.375 | 662 | ||||||
| 2026-05-12 | 13F | Cannon Financial Strategists, Inc. | 96.331 | 9,96 | 7.616 | 5,37 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 51.487 | 30,69 | 4.071 | 25,23 | ||||
| 2026-04-23 | 13F | Investment Planning Advisors, Inc. | 49.062 | 1,48 | 3.879 | -2,76 | ||||
| 2026-04-20 | 13F | Leeward Financial Partners, LLC | 16.328 | 0,29 | 1.291 | -3,95 | ||||
| 2026-05-11 | 13F | Adams Wealth Management | 5.730 | 22,80 | 453 | 17,97 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 11.250 | 889 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 14.200 | 91,89 | 1.123 | 83,93 | |||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 4.519 | 12,41 | 373 | 14,81 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 275 | 22 | ||||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 14.248 | 1,25 | 1.126 | -2,93 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 67.243 | 1,58 | 5.316 | -2,66 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 395 | 0,77 | 31 | -3,12 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 3.397 | 8,39 | 269 | 3,88 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 903.126 | 71.401 | ||||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 34.885 | 21,62 | 2.758 | 14,25 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 649.255 | 3,15 | 51.330 | -1,15 | ||||
| 2026-04-14 | 13F | FMA Wealth Management, LLC | 20.245 | 0,22 | 1.601 | -3,96 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 426.768 | 4,25 | 33.740 | -0,10 | ||||
| 2026-05-12 | 13F | Creative Planning | 4.126.427 | 28,67 | 326.235 | 23,30 | ||||
| 2026-04-20 | 13F | Wall Capital Group, Inc. | 275.965 | 39,86 | 21.818 | 34,03 | ||||
| 2026-05-05 | 13F | M3 Wealth Management, LLC | 137.835 | 7,71 | 10.897 | 3,22 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 2.654 | 210 | ||||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 15.008 | 0,82 | 1.187 | -3,42 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 85.878 | 2,55 | 6.789 | -1,72 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 40.674 | 0,03 | 3.216 | -4,14 | ||||
| 2026-05-01 | 13F | Bensler, LLC | 170.744 | 1,68 | 13.499 | -2,56 | ||||
| 2026-05-15 | 13F | Breakwater Investment Management | 92.755 | 1,91 | 7.333 | -2,34 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 29.522 | 15,04 | 2.334 | 10,25 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 12.538 | 4,10 | 991 | -0,20 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 12.349 | 19,85 | 976 | 14,82 | ||||
| 2026-04-21 | 13F | Curat Global, LLC | 6.200 | 490 | ||||||
| 2026-04-13 | 13F | Hm Payson & Co | 10 | 1 | ||||||
| 2026-04-21 | 13F | Claro Advisors LLC | 37.465 | 6,66 | 2.962 | 2,21 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 231.614 | 2,31 | 18.311 | -1,96 | ||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 3.264 | 0,12 | 258 | -3,73 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 3.748 | 1,74 | 296 | -3,90 | ||||
| 2026-04-02 | 13F | Lvm Capital Management Ltd/mi | 65.631 | 2,50 | 5 | 0,00 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 214 | 17 | ||||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 57.637 | 1,06 | 4.617 | -3,17 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 42.502 | 0,22 | 3.360 | -3,95 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 494.999 | 70.422 | ||||||
| 2026-04-08 | 13F | McNaughton Wealth Management, LLC | 3.586 | 4,40 | 284 | 0,00 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 31.536 | 17,33 | 2.493 | 12,45 | ||||
| 2026-05-01 | 13F | Keener Financial Planning LLC | 1.086.692 | 5,85 | 86 | 1,19 | ||||
| 2026-05-15 | 13F | Evercore Wealth Management, LLC | 52.608 | 9,41 | 4.159 | 4,87 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 462.465 | 7,32 | 36.563 | 2,85 | ||||
| 2026-04-20 | 13F | Darrow Company, Inc. | 10.191 | 2,56 | 806 | -1,71 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 19.376 | 105,80 | 1.532 | 97,29 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 6.204 | 83,71 | 490 | 76,26 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 291 | 7,38 | 23 | 0,00 | ||||
| 2026-04-21 | 13F | Wise Wealth Partners | 7.600 | 0,03 | 601 | -4,15 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 1.523 | 2,63 | 120 | -1,64 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 173.087 | 1.030,11 | 13.684 | 983,45 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 6.217 | 96,55 | 492 | 88,85 | ||||
| 2026-05-13 | 13F | GSG Advisors LLC | 7.696 | 0,30 | 608 | -3,95 | ||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 5.863 | 18,13 | 464 | 13,20 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 18.388 | 12,75 | 1.454 | 8,03 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 2.781 | 220 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 261.458 | 15,07 | 20.671 | 10,27 | ||||
| 2026-04-20 | 13F | Boston Standard Wealth Management, LLC | 336.170 | 0,88 | 26.774 | -2,61 | ||||
| 2026-05-11 | 13F | Howard Wealth Management, Llc | 5.321 | 0,28 | 421 | -3,89 | ||||
| 2026-05-15 | 13F | Capital & Planning, Llc | 1.219 | 96 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 997 | 1.977,08 | 79 | 2.533,33 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 398 | 0,76 | 31 | -3,12 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 107 | 9 | ||||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 15.797 | 1,97 | 1.249 | -2,35 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 3.774 | 301 | ||||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 314.766 | 6,39 | 24.885 | 1,95 | ||||
| 2026-05-05 | 13F | Bluedoor Private Wealth, Llc | 9.581 | 7,21 | 757 | 2,71 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 66.024 | 5,36 | 5.220 | 0,97 | ||||
| 2026-05-08 | 13F | Paulson Wealth Management Inc. | 14.396 | 0,03 | 1.138 | -4,13 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 25.824 | 1,99 | 2.042 | -2,25 | ||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 160.522 | 171,59 | 12.697 | 160,22 | ||||
| 2026-05-14 | 13F | Betterment LLC | 42.608 | 10,38 | 3 | 0,00 | ||||
| 2026-04-29 | 13F | Isthmus Partners, Llc | 95.083 | 6,06 | 7.517 | 1,64 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 11.708 | 2,92 | 926 | -1,39 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 73.900 | 143,09 | 5.843 | 132,93 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 6.696 | 6,83 | 529 | 2,32 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 5.659 | 0,05 | 447 | 41,90 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 12.312 | 2,85 | 973 | -1,42 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 169 | 13 | ||||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 34.357 | 2,55 | 2.716 | -1,74 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 20.446 | 1,80 | 1.616 | -2,47 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 5.882 | 640,81 | 465 | 615,38 | ||||
| 2026-05-14 | 13F | Bridgewealth Advisory Group, LLC | 288.385 | 8,95 | 22.800 | 4,40 | ||||
| 2026-04-16 | 13F | Waystone Advisors Llc | 11.062 | 114,96 | 875 | 106,13 | ||||
| 2026-05-15 | 13F | Gross & Hartman Investments LLC | 4.608 | 0,02 | 364 | -4,21 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 17.417 | 1.377 | ||||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 9.815 | 776 | ||||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 45.586 | 15,65 | 3.604 | 10,83 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 9.157 | 724 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 154 | 108,11 | 12 | 100,00 | ||||
| 2026-04-16 | 13F | Sterneck Capital Management, LLC | 102.183 | 4,77 | 8.079 | 0,40 | ||||
| 2026-04-08 | 13F | Tlwm | 14.551 | 4,29 | 1.150 | -0,09 | ||||
| 2026-05-27 | 13F | Capasso Planning Partners LLC | 212.710 | 8,35 | 16.817 | 3,83 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 23.942 | 0,64 | 2.069 | 3,97 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 7.045 | 0,04 | 557 | -4,14 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 3.563 | 41,28 | 282 | 35,10 | ||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 5.619 | 444 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 37.980 | 0,21 | 3.003 | -4,00 | ||||
| 2026-04-17 | 13F | Trinity Wealth Management, LLC | 64.097 | 0,10 | 5.067 | -4,07 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 1 | 0 | ||||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 27 | 2 | ||||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 707.527 | 25,15 | 55.937 | 19,94 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 464.256 | 1,94 | 36.704 | -2,31 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 34.887 | 4,61 | 2.758 | 0,25 | ||||
| 2026-05-01 | 13F | Luminvest Wealth Management LLC | 3.111 | 246 | ||||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 59.565 | 5,68 | 4.709 | 1,27 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 2.939.835 | 2,54 | 232.423 | -1,74 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 190.833 | 1,07 | 15.744 | 104.853,33 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 59.247 | 10,96 | 4.684 | 6,33 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 2.781 | 0,11 | 220 | -4,37 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 27.523 | 0,94 | 2.176 | -3,29 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 52.984 | 99,55 | 4.189 | 91,23 | ||||
| 2026-05-13 | 13F | Park Square Financial Group, LLC | 133 | 11 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 168.782 | 4,62 | 13.344 | 0,26 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 28.587 | 43,86 | 2.409 | 49,81 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 16.382 | 10,31 | 1.295 | 5,71 | ||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 7.915 | 4,71 | 626 | 0,32 | ||||
| 2026-05-06 | 13F | Cornerstone Financial Group, LLC /NE/ | 155.676 | 6,21 | 13.615 | 12,60 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 7.060 | 558 | ||||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 23.093 | 37,53 | 1.826 | 31,77 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 78.476 | 2,12 | 6.204 | -2,15 | ||||
| 2026-04-23 | 13F | Petersen Hastings Wealth Advisors Inc. | 34.280 | 3,44 | 2.710 | -0,88 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 30.410 | 21,26 | 2.404 | 16,25 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 456.136 | 2,52 | 36.062 | -1,75 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 1.143 | 60,53 | 90 | 55,17 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 27.584 | 1,88 | 2.181 | -2,37 | ||||
| 2026-05-14 | 13F | Laraway Financial Inc | 7.198 | 13,96 | 569 | 9,21 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 22.070 | 2,77 | 1.745 | -1,52 | ||||
| 2026-05-15 | 13F | Fmr Llc | 117.590 | 11,76 | 9.297 | 7,10 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 20.759 | 16,58 | 1.641 | 11,78 | ||||
| 2026-04-23 | 13F/A | Private Wealth Group, LLC | 87.634 | 7,32 | 6.928 | 2,85 | ||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 1.032.092 | 1,20 | 81.597 | -3,02 | ||||
| 2026-04-17 | 13F | Prentice Wealth Management LLC | 13.137 | 9,97 | 1.039 | 5,38 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 5.436.214 | 97,79 | 429.787 | 89,54 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 784 | 0,26 | 62 | -3,12 | ||||
| 2026-05-11 | 13F | CacheTech Inc. | 9.984 | 11,93 | 789 | 7,35 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 12.230 | 31,48 | 967 | 25,95 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 9.301 | 223,06 | 735 | 210,13 | ||||
| 2026-05-14 | 13F | Aldebaran Financial Inc. | 104.353 | 5,96 | 8.250 | 0,81 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 638.870 | 2,21 | 50.509 | -2,05 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 10.191 | 77,64 | 806 | 70,19 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 17.374 | 6,04 | 1.374 | 1,63 | ||||
| 2026-05-02 | 13F | Auxano Advisors, LLC | 22.482 | 1.777 | ||||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 1.002 | 77 | ||||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 12.395 | 0,30 | 980 | -3,93 | ||||
| 2026-04-08 | 13F | Parisi Gray Wealth Management | 2.826 | 0,78 | 223 | -3,46 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 3.050 | 0,66 | 241 | -3,21 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 2.895.155 | 3,04 | 228.891 | -1,26 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 24.971 | 2.108 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 16.676 | 53,68 | 1.318 | 47,26 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 7.299 | 3,81 | 577 | -0,52 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 283.279 | 7,43 | 22.396 | 2,95 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 2.226 | 176 | ||||||
| 2026-04-10 | 13F | Novem Group | 21.257 | 2,40 | 1.681 | -1,87 | ||||
| 2026-05-01 | 13F | Global Wealth Management Investment Advisory, Inc. | 11.206 | 0,64 | 886 | -3,59 | ||||
| 2026-05-04 | 13F | New Wave Wealth Advisors Llc | 4.251 | 336 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 752.005 | 16,98 | 59.453 | 12,10 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 2.745 | 217 | ||||||
| 2026-05-11 | 13F | Shepherd Financial Partners LLC | 746.648 | 3,63 | 59.030 | -0,69 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 16.711 | 0,86 | 1.321 | -3,29 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 1.071.583 | 3,18 | 84.719 | -1,12 | ||||
| 2026-04-20 | 13F | Financial Enhancement Group LLC | 25.158 | 1,88 | 2.171 | 5,59 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 68.145 | 0,55 | 5.388 | -3,65 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 10.768 | 40,78 | 851 | 34,87 | ||||
| 2026-05-14 | 13F | Redwood Financial Network Corp | 129.099 | 1,23 | 10.207 | -2,98 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 20.625 | 0,01 | 1.631 | -4,17 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 208.592 | 2,28 | 16.491 | -1,98 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 1.612 | 95,16 | 127 | 86,76 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 465.482 | 4,97 | 36.801 | 0,59 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 4.054 | 321 | ||||||
| 2026-05-05 | 13F | Noesis Capital Mangement Corp | 2.788 | 220 | ||||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 78.951 | 11,28 | 6.242 | 6,63 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 2.999 | 0,07 | 237 | -4,05 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 3.349.506 | 2,55 | 264.812 | 98.342,75 | ||||
| 2026-04-23 | 13F | Atlas Private Wealth Advisors | 166.770 | 14,58 | 13.185 | 9,79 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 4 | 0 | ||||||
| 2026-05-14 | 13F | Gts Securities Llc | 5.840 | 462 | ||||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 145 | 158,93 | 11 | 175,00 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 5.060 | 104,20 | 400 | 96,08 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 360 | 28 | ||||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 39.712 | 127,50 | 3.155 | 119,10 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1.530.737 | 6,94 | 121.020 | 2,49 | ||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 7.341 | 20,23 | 580 | 14,17 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 122.642 | 86,98 | 9.696 | 79,19 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 184.884 | 4,91 | 15.253 | 7,32 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 1.014 | 80 | ||||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 18.662 | 3,93 | 1.475 | -0,41 | ||||
| 2026-05-13 | 13F | Cascade Investment Group, Inc. | 100.279 | 3,29 | 7.928 | -1,01 | ||||
| 2026-05-08 | 13F | Financial Strategies Group, Inc. | 776.616 | 3,68 | 67.449 | 7,39 | ||||
| 2026-04-08 | 13F | Ervin Investment Management, LLC | 165.710 | 2,51 | 13.101 | -1,77 | ||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 44.277 | 9,06 | 3.501 | 4,51 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 356.002 | 28.145 | ||||||
| 2026-05-12 | 13F | GGM Financials LLC | 325 | 0,31 | 26 | -3,85 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 18.969 | 0,02 | 1.500 | -4,16 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 9.093 | 476,97 | 719 | 452,31 | ||||
| 2026-04-22 | 13F | Semitam Bonam Llc | 21.720 | 1,95 | 1.717 | -2,28 | ||||
| 2026-04-29 | 13F | Orin Green Financial, LLC | 3.913 | 0,59 | 309 | -3,44 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 1.467 | 1,24 | 121 | 4,31 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 2.669 | 37,29 | 211 | 31,88 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 23.312 | 0,07 | 1.843 | -4,06 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 850 | 67 | ||||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 6.628 | 0,62 | 524 | -3,50 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 2.586.827 | 1,76 | 204.515 | -2,48 | ||||
| 2026-04-14 | 13F | Congress Asset Management Co /ma | 6.213 | 155,57 | 491 | 145,50 | ||||
| 2026-04-17 | 13F | Astoria Strategic Wealth, Inc. | 18.331 | 4,77 | 1.449 | 0,42 | ||||
| 2026-04-27 | 13F | Financial Planning Fort Collins, LLC | 317.457 | 2,65 | 27.536 | 7,93 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 10.942 | 7,51 | 1 | |||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 5.122 | 20,01 | 405 | 14,77 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 502 | 136,79 | 40 | 129,41 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 8.501.799 | 2,41 | 672.152 | -1,86 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 139.395 | 3,69 | 11.500 | 6,08 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 181.575 | 4,50 | 14.355 | -2,01 | ||||
| 2026-04-22 | 13F | Omnitrust Wealth Management, Inc | 19.309 | 2,43 | 1.527 | -1,86 | ||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 4.688 | 371 | ||||||
| 2026-04-28 | 13F | Quent Capital, LLC | 39.135 | 5,44 | 3.094 | 1,05 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 2.300 | 177 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 32.047 | 10,32 | 2.534 | 5,72 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 127.942 | 15,83 | 10.115 | 11,01 | ||||
| 2026-04-21 | 13F | MBE Wealth Management, LLC | 8.844 | 0,97 | 699 | -3,19 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 9 | 1 | ||||||
| 2026-05-11 | 13F | TD Capital Management LLC | 144.319 | 2,82 | 11.410 | -1,47 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 110.219 | 110.119,00 | 8.714 | 108.812,50 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 153.512 | 13,75 | 12.137 | 9,54 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 5.645 | 488 | ||||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 29.031 | 3,77 | 2.295 | 1,73 | ||||
| 2026-05-11 | 13F | Stonebrook Private Inc. | 8.728 | 0,07 | 690 | -4,03 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 248.618 | 281,01 | 19.656 | 265,13 | ||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 57.447 | 25,17 | 4.542 | 19,94 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 3.760 | 10,01 | 300 | 6,41 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 825.503 | 3,96 | 65.264 | -0,37 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 23.429 | 0,39 | 1.852 | -3,79 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 443.363 | 58,61 | 35.052 | 52,00 | ||||
| 2026-05-11 | 13F | L & S Advisors Inc | 15.232 | 2,78 | 1.204 | -1,47 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 62.577 | 37,75 | 4.947 | 32,03 | ||||
| 2026-04-15 | 13F | Belleair Asset Management, LLC | 14.741 | 7,56 | 1.165 | 3,10 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 39.599 | 1,59 | 3.131 | -2,64 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 2.207 | 344,06 | 174 | 324,39 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 56.115 | 79,68 | 4.436 | 72,20 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 8.212 | 0,31 | 649 | -3,85 | ||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 128.874 | 27,63 | 10.189 | 22,30 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 34.657 | 65,72 | 2.740 | 58,78 | ||||
| 2026-04-27 | 13F | BCK Partners, Inc. | 4.466 | 5,28 | 353 | 1,15 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 10.725 | 12,14 | 848 | 7,35 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 8 | 1 | ||||||
| 2026-04-29 | 13F | Jericho Financial, Llp | 7.724 | 0,98 | 611 | -3,33 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 3.525 | 0,28 | 279 | -3,81 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 76.505 | 20,53 | 6.049 | 15,51 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 263 | 22 | ||||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 6 | 0 | ||||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 205.297 | 16.231 | ||||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 21.076 | 7,87 | 1.666 | 3,41 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 750.934 | 2,45 | 59.369 | -1,83 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 1.446 | 114 | ||||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 6.089 | 0,05 | 481 | -4,18 | ||||
| 2026-04-27 | 13F | Iron Financial, LLC | 128.815 | 0,09 | 10.184 | -4,09 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 482.264 | 0,93 | 38.128 | -3,28 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 160.153 | 1,29 | 12.662 | -2,94 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 493 | 0,41 | 39 | -5,00 | ||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 17.640 | 0,20 | 1.395 | -3,99 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 5.762 | 144,77 | 456 | 134,54 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 37.117 | 3.062 | ||||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 9.741 | 12,70 | 770 | 7,99 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 9.628 | 0,30 | 761 | -3,79 | ||||
| 2026-04-24 | 13F | True Blue Financial, LLC | 83.197 | 10,55 | 6.578 | 5,94 | ||||
| 2026-02-12 | 13F | Blue Edge Capital, LLC | 16.686 | 0,01 | 1.377 | 2,30 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 62.712 | 10,33 | 4.958 | 3,44 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 66.986 | 11,67 | 5.296 | 7,01 | ||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 5.473 | 4,53 | 433 | 0,23 | ||||
| 2026-05-05 | 13F | Navigation Group, LLC | 311.102 | 24.596 | ||||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 24.164 | 4,65 | 1.910 | 0,32 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 51.684 | 439,27 | 4.086 | 417,22 | ||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 1.671.941 | 3,92 | 132.184 | -0,41 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 4.478 | 40,99 | 354 | 35,11 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 3.200 | 0,31 | 253 | -4,18 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 10.857 | 127,09 | 1 | |||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 8.938 | 707 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 118.409 | 0,43 | 9.361 | -3,76 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 592 | 1,37 | 47 | -4,17 | ||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 15.848 | 2,05 | 1.253 | -2,26 | ||||
| 2026-04-08 | 13F | Emergent Wealth Advisors, LLC | 3.682 | 0,63 | 291 | -3,32 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 4.050 | 0,52 | 320 | -3,61 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 8.672 | 1,13 | 686 | -3,11 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 3.376 | 267 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 749.923 | 1,75 | 59 | -1,67 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 9.584 | 758 | ||||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 12.201 | 965 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 4.986 | 394 | ||||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 247.434 | 0,91 | 19.819 | -2,02 | ||||
| 2026-05-15 | 13F | Constant Guidance Financial LLC | 6.521 | 516 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 77.472 | 9,81 | 5.988 | 2,89 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 15.965 | 1.262 | ||||||
| 2026-04-29 | 13F | Weitzel Financial Services, Inc. | 678.821 | 1,15 | 54.000 | -2,69 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 89.740 | 32,64 | 7.095 | 27,11 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 3.019 | 249 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 54.571 | -65,25 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 449.400 | 15,15 | 37.075 | 15,15 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 16.487 | 292,45 | 1.303 | 276,59 | ||||
| 2026-04-22 | 13F | SFG Wealth Management, LLC. | 86.206 | 0,34 | 6.815 | -3,84 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 13.008 | 185,14 | 1.028 | 173,40 | ||||
| 2026-05-08 | 13F/A | Beacon Capital Management, Inc. | 273.758 | 6,16 | 21.643 | 1,73 | ||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 25.621 | 9,65 | 2.026 | 5,09 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 3.400 | 269 | |||||
| 2026-05-15 | 13F | FreeGulliver LLC | 98.584 | 1,94 | 7.794 | -2,31 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 427 | 0,95 | 33 | -8,57 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 18.966 | 309,81 | 1.499 | -2,73 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 202.760 | 0,69 | 16.030 | -3,50 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 363.505 | 4,40 | 28.739 | 0,05 | ||||
| 2026-04-13 | 13F | Ironwood Wealth Management, Inc. | 192 | 16 | ||||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 25.594 | 16,69 | 2.023 | 11,83 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 572 | 0,35 | 45 | -4,26 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 47.346 | 18,85 | 3.743 | 13,91 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 52.100 | 48,43 | 4.119 | 42,28 | |||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 46.876 | 3.706 | ||||||
| 2026-04-10 | 13F | Voisard Asset Management Group, Inc. | 840.283 | 6,20 | 66.433 | 1,77 |
