USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF - Proprietà istituzionale - Acquirenti

iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
US ˙ BATS ˙ US46435U8532

Proprietà istituzionale e dei fondi - Acquirenti

I principali detentori che hanno aperto nuove posizioni in iShares Trust - iShares Broad USD High Yield Corporate Bond ETF includono Corebridge Financial, Inc., TIAA Wealth Investment Management LLC, Tiaa-cref Individual & Institutional Services, Llc, Chandler Asset Management, Inc., Stockman Wealth Management, Inc., Viewpoint Investment Partners Corp, Payden & Rygel, Nissay Asset Management Corp /japan/ /adv, Evergreen Wealth Solutions, LLC, Wellington Management Group Llp, Clear Creek Financial Management, LLC, Proficio Capital Partners LLC, Vertex Investment Solutions Co., Ltd., Agf Management Ltd, Beese Fulmer Investment Management, Inc., Collaborative Fund Advisors, LLC, Encompass More Asset Management, Forum Finance Group S.A., Beacon Pointe Advisors, LLC, e Frontier Asset 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 BTG Pactual Asset Management US LLC 104.657 72,35 3.852 72,35
2026-05-13 13F Hennion & Walsh Asset Management, Inc. 13.894 130,68 512 127,11
2026-05-11 13F Elo Mutual Pension Insurance Co 3.745.000 458,96 137.966 450,67
2026-04-30 13F Nisa Investment Advisors, Llc 93.740 3.453
2026-05-14 13F Cwm, Llc 2.019.143 22,86 74.385 121.842,62
2026-05-12 13F One Capital Management, LLC 2.610.139 11,45 96.158 9,80
2026-05-04 13F Summit Wealth Group, LLC 396.549 7,01 14.609 5,42
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 43 2
2026-05-07 13F Avidian Wealth Solutions, LLC 18.814 139,82 693 136,52
2026-04-24 13F Ninety One UK Ltd 2.294.198 165,40 84.518 161,47
2026-05-15 13F/A EverSource Wealth Advisors, LLC 27.179 2,88 1.001 1,42
2026-05-15 13F Summit Financial, LLC 22.701 21,51 836 19,77
2026-04-08 13F Grove Bank & Trust 331.294 5,70 12.205 4,12
2026-04-08 13F Thompson Investment Management, Inc. 340 13
2026-05-12 13F Ppm America Inc/il 175.800 6.476
2026-04-22 13F Fort Washington Investment Advisors Inc /oh/ 333.242 16,46 12.277 14,73
2026-05-15 13F Qube Research & Technologies Ltd 3.198 6.296,00 118 11.600,00
2026-04-13 13F Garrett Investment Advisors LLC 43.480 6,59 1.602 4,98
2026-04-28 13F Collaborative Fund Advisors, LLC 42.783 1.576
2026-04-07 13F Farther Finance Advisors, LLC 23.371 37,38 858 34,91
2026-05-14 13F Level Four Advisory Services, Llc 71.641 0,60 2.639 -0,90
2026-04-23 13F Glass Jacobson Investment Advisors llc 645 24
2026-05-18 13F Chesapeake Wealth Management 144.568 2,73 5.326 1,20
2026-05-11 13F TAGStone Capital, Inc. 7.605 1,12 280 -0,36
2026-05-07 13F Oak Harbor Wealth Partners, Llc 46.878 5,41 1.727 3,79
2026-04-20 13F Sowell Financial Services LLC 46.506 27,32 1.713 25,49
2026-05-15 13F Evergreen Wealth Solutions, LLC 135.740 5.001
2026-05-05 13F Covestor Ltd 13.478 6,77 0
2026-01-06 13F Ransom Advisory, Ltd 124 5
2026-04-15 13F Single Point Partners, LLC 185.317 2,78 6.827 1,26
2026-04-28 13F Golden State Equity Partners 91.164 106,09 3.358 103,02
2026-04-13 13F Mather Group, Llc. 29 1
2026-05-14 13F Atomi Financial Group, Inc. 19.627 5,15 723 3,58
2026-05-07 13F CVS HEALTH Corp 348.100 29,84 12.824 27,92
2026-05-13 13F Gibbs Wealth Management 112.738 53,73 4.153 50,69
2026-04-15 13F Trust Point Inc. 7.359 271
2026-05-12 13F Bnp Paribas Arbitrage, Sa 554.761 0,09 20.437 -1,39
2026-05-05 13F D.a. Davidson & Co. 8.742 322
2026-04-07 13F Twele Capital Management, Inc. 135.532 27,13 4.993 25,24
2026-05-15 13F Westwood Holdings Group Inc 23.936 128,57 882 125,32
2026-05-13 13F O'shaughnessy Asset Management, Llc 21.405 4,03 789 2,47
2026-05-14 13F EP Wealth Advisors, Inc. 10.209 15,28 376 13,60
2026-05-15 13F Bragg Financial Advisors, Inc 54.730 6,62 2.016 5,05
2026-05-06 13F Cornerstone Planning Group LLC 44 2,33 2 0,00
2026-06-03 13F Stillwater Private Wealth, LLC 28.293 1
2026-04-17 13F Defined Wealth Management, Llc 31.578 2,03 1.163 0,52
2026-04-27 13F Evolution Wealth Management Inc. 1.442 1.797,37 53 2.550,00
2026-05-13 13F Scotia Capital Inc. 6.851 8,13 252 6,78
2026-05-14 13F HighPoint Advisor Group LLC 9.785 25,46 360 23,71
2026-04-10 13F Perigon Wealth Management, LLC 6.241 9,55 230 7,51
2026-05-01 13F Innovative Wealth Building LLC 54.559 6,35 2.010 4,74
2026-05-11 13F RWM Asset Management, LLC 346.410 11,89 12.762 9,42
2026-05-07 13F Forum Finance Group S.A. 35.295 1
2026-05-15 13F Aqr Capital Management Llc 43.979 21,80 1.620 20,00
2026-05-13 13F Argent Trust Co 23.194 16,66 854 14,94
2026-04-08 13F Olistico Wealth, LLC 2.279 17,72 84 15,28
2026-05-15 13F Sanibel Captiva Trust Company, Inc. 36.805 31,68 1.356 29,67
2026-05-04 13F Geneos Wealth Management Inc. 10.159 6,34 374 4,76
2026-04-20 13F Leeward Financial Partners, LLC 68.224 0,12 2.513 -1,37
2026-04-10 13F Pure Financial Advisors, Inc. 17.405 641
2026-04-21 13F Grey Fox Wealth Advisors, LLC 262.025 37,95 9.653 35,89
2026-05-04 13F Sigma Planning Corp 195.873 1,76 7.216 0,24
2026-04-17 13F HHM Wealth Advisors, LLC 1.203 12,01 44 10,00
2026-05-13 13F AE Wealth Management LLC 12.871 26,98 474 25,40
2026-05-15 13F Royal Bank Of Canada 4.878.232 20,35 179.715 18,56
2026-05-06 13F IMA Wealth, Inc. 4.776 176
2026-05-05 13F UBS Group AG 25.237.173 1.042,31 929.737 1.025,36
2026-05-13 13F Laffer Investments 18.233 8,45 672 6,85
2026-04-15 13F Norden Group Llc 9.806 1,30 361 0,00
2026-04-29 13F/A True Link Financial Advisors, LLC 126 5
2026-05-15 13F Change Path, LLC 173.868 6,16 6.405 4,59
2026-01-29 13F Concurrent Investment Advisors, LLC 177.563 56,32 6.640 54,72
2026-05-05 13F Capital Investment Advisory Services, LLC 2.531 0,56 93 -1,06
2026-05-14 13F Stance Capital Llc 282 10
2026-05-05 13F Allspring Global Investments Holdings, LLC 3.054.526 11.312.959,26 112.345 11.234.400,00
2026-02-06 13F Global Retirement Partners, LLC 11.108 15,74 415 14,64
2026-04-30 13F Financial Freedom, LLC 50 2
2026-05-12 13F Investor's Fiduciary Advisor Network, LLC 29.614 12,65 1
2026-05-11 13F Nomura Asset Management Co Ltd 466.268 187,91 17.177 183,64
2026-04-28 13F Unison Advisors LLC 62.098 2,71 2.288 1,19
2026-04-30 13F Vertex Investment Solutions Co., Ltd. 45.000 1.642
2026-05-15 13F Susquehanna International Group, Llp Call 11.100 409
2026-05-15 13F Susquehanna International Group, Llp Put 10.400 383
2026-05-15 13F XTX Topco Ltd 5.880 217
2026-05-08 13F Guidance Capital, Inc 42.612 336,33 1.576 329,16
2026-05-14 13F Raymond James Financial Inc 19.440.895 5,99 716.202 4,42
2026-04-13 13F Arwa Llc 9.348 33,43 347 32,57
2026-04-22 13F Pinnacle Bancorp, Inc. 1.104 5,54 41 2,56
2026-04-21 13F OneAscent Financial Services LLC 8.311 306
2026-05-13 13F Federation des caisses Desjardins du Quebec 10.861 62,61 400 60,64
2026-05-15 13F Integrated Wealth Concepts LLC 16.615 23,95 612 22,16
2026-04-17 13F/A Founders Financial Securities Llc 145.337 10,75 5.395 9,92
2026-05-12 13F TIAA Wealth Investment Management LLC 11.282.244 411.576
2026-05-13 13F Strategic Financial Concepts, LLC 6.086 224
2026-04-20 13F First PREMIER Bank 17.002 19,73 1
2026-04-07 13F G&S Capital LLC 6.170 1,13 227 -0,44
2026-04-22 13F Apollon Wealth Management, LLC 22.000 18,26 810 16,55
2026-05-11 13F Condor Capital Management 30.875 29,32 1.137 27,47
2026-04-06 13F Highline Wealth Partners Llc 1.489 55
2026-05-12 13F Rsm Us Wealth Management Llc 375.564 13.836
2026-05-15 13F National Bank Of Canada /fi/ 173.293 4,26 6.384 2,72
2026-04-14 13F Zrc Wealth Management, Llc 1.606 1,13 59 0,00
2026-05-14 13F Boreal Capital Management LLC 1.337 -7,54
2026-04-27 13F Tsfg, Llc 211 0
2026-04-09 13F DHJJ Financial Advisors, Ltd. 637 23
2026-05-11 13F Umb Bank N A/mo 220.196 4,03 8.112 2,49
2026-05-15 13F Harbour Investments, Inc. 18.374 101,54 677 98,82
2026-05-13 13F Mpwm Advisory Solutions, Llc 555 1,28 20 0,00
2026-05-06 13F Gerber Kawasaki Wealth & Investment Management 1.167.140 481,87 43.082 474,41
2026-04-13 13F Stockman Wealth Management, Inc. 650.112 23.950
2026-05-07 13F Legacy Wealth Managment, LLC/ID 22 10,00 1
2026-04-14 13F USA Financial Portformulas Corp 5.652 208
2026-05-01 13F FDx Advisors, Inc. 5.735 0
2026-05-15 13F Beacon Pointe Advisors, LLC 33.925 1.250
2026-05-15 13F Larson Financial Group LLC 664 10,85 24 9,09
2026-04-21 13F Wedbush Securities Inc 10.010 0
2026-05-13 13F Geometric Wealth Advisors 9.584 1,13 353 -0,28
2026-05-11 13F Grantvest Financial Group LLC 10.702 394
2026-05-06 13F Assetmark, Inc 2.384.873 0,87 87.859 -0,62
2026-05-04 13F Hexagon Capital Partners LLC 34.766 10,41 1.281 8,75
2026-01-29 13F Comerica Bank 223.489 42,78 8.357 41,33
2026-04-20 13F Boyd Wealth Management, LLC 6.103 2,24 225 0,45
2026-04-10 13F Windsor Capital Management, LLC 52.577 23,91 1.937 22,07
2026-05-05 13F Ethos Financial Group, LLC 95.196 0,99 3.507 -0,51
2026-06-01 13F Flagship Wealth Advisors, Llc 666 25
2026-05-08 13F Prime Capital Investment Advisors, LLC 1.082.373 5,35 39.875 3,78
2026-04-14 13F Nbc Securities, Inc. 1.991 0,81 73 0,00
2026-04-15 13F DAVENPORT & Co LLC 65.250 4,48 2.404 2,91
2026-04-15 13F Horizon Financial Services, Llc 0 0
2026-05-15 13F Eagle Global Advisors Llc 15.305 1,83 564 0,18
2026-04-30 13F Manning & Napier Advisors Llc 481.267 32,16 17.730 30,07
2026-05-11 13F Atlas Legacy Advisors, LLC 52.118 10,98 1.920 9,34
2026-04-21 13F Narus Financial Partners, LLC 11.402 0,64 420 -0,71
2026-04-27 13F Mosley Wealth Management 2.849 108
2026-05-01 13F Signature Resources Capital Management, LLC 173 6
2026-05-15 13F Advisors Asset Management, Inc. 14.574 70,50 537 68,03
2026-05-04 13F Wsfs Capital Management, Llc 32.240 38,88 1.188 36,75
2026-04-27 13F Boyd Watterson Asset Management Llc/oh 11.627 3,50 428 1,90
2026-05-01 13F Mutual Advisors, LLC 70.961 30,27 2.614 28,39
2026-05-14 13F Marble Wealth, LLC 97.772 7,76 3.602 6,16
2026-05-13 13F BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 22.630.000 33,43 833.689 31,45
2026-04-17 13F Anchyra Partners Llc 8.159 16,21 301 14,50
2026-04-20 13F MBM Wealth Consultants, LLC 16 1
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 390.748 35,13 14 40,00
2026-05-15 13F Ascent Group, LLC 171.834 1,98 6.330 0,48
2026-04-14 13F Amicus Financial Advisors, LLC 238.825 2,84 8.798 1,32
2026-05-15 13F RMB Capital Management, LLC 7.598 4,80 280 2,95
2026-05-07 13F Northwestern Mutual Wealth Management Co 618.250 0,85 22.776 -0,64
2026-05-12 13F Kingsview Wealth Management, LLC 34.490 40,84 1.271 38,80
2026-04-23 13F St. Clair Advisors, LLC 15.031 554
2026-04-27 13F Symmetry Partners, LLC 15.177 5,70 559 4,29
2026-05-15 13F Talon Private Wealth, LLC 4 0
2026-05-04 13F Chicago Partners Investment Group LLC 36.239 2,27 1.350 1,20
2026-05-15 13F Cerity Partners LLC 1.962.075 9,65 72.283 8,03
2026-04-29 13F Invested Advisors 12.577 2,77 463 1,31
2026-05-15 13F Wick Capital Partners, LLC 12.855 668
2026-05-11 13F Commerce Bank 23.294 130,45 858 127,59
2026-02-17 13F Snowden Capital Advisors LLC 14.158 1,22 529 0,19
2026-04-17 13F Brown, Lisle/cummings, Inc. 28 1
2026-04-28 13F Howe & Rusling Inc 260.418 7,28 9.594 5,68
2026-05-11 13F L & S Advisors Inc 6.039 0,27 222 -1,33
2026-05-12 13F Independent Advisor Alliance 121.281 249,90 4.468 244,68
2026-05-06 13F Diversified Portfolios, Inc. 7.763 0,08 286 -1,72
2026-05-12 13F Tiaa-cref Individual & Institutional Services, Llc 4.289.399 158.021
2026-01-13 13F Stephens Consulting, LLC 98 4
2026-04-22 13F Viewpoint Investment Partners Corp 262.800 8.651
2026-04-14 13F FC Advisory LLC 295.374 3,29 10.882 1,76
2026-04-28 13F Integrated Advisors Network LLC 179.847 24,11 6.626 22,28
2026-05-15 13F DSC Meridian Capital LP 1.084.952 27,39 39.970 25,50
2026-04-24 13F FRG Family Wealth Advisors LLC 8.065 32,21 297 30,26
2026-05-12 13F Wakefield Asset Management LLLP 17.694 8,49 652 6,90
2026-04-30 13F Sequoia Financial Advisors, LLC 9.320 4,09 343 2,69
2026-05-06 13F Frontier Asset Management, LLC 29.310 1.080
2026-05-14 13F Kilter Group LLC 1.522 635,27 56 700,00
2026-05-15 13F Tower Research Capital LLC (TRC) 92.747 3.417
2026-04-28 13F Tide Cove Capital Partners LLC 41.539 2,57 1.547 1,78
2026-04-29 13F Police & Firemen's Retirement System of New Jersey 4.000 147
2026-05-05 13F Quartz Partners, LLC 7.377 0,11 272 -1,45
2026-02-13 13F Sei Investments Co 261.439 9.777
2026-05-19 13F Alaska Permanent Fund Corp 576.619 21.468
2026-04-13 13F Kmg Fiduciary Partners, Llc 27.333 17,18 1.007 15,37
2026-05-12 13F Dogwood Wealth Management LLC 270 350,00 10 350,00
2026-05-12 13F Stifel Financial Corp 1.004.215 4,76 36.995 3,20
2026-05-15 13F MidFirst Bank 1.509 56
2026-05-12 13F Reyes Financial Architecture, Inc. 197 11,93 7 16,67
2026-05-15 13F Goldman Sachs Group Inc 20.917.029 16,39 770.583 14,66
2026-04-28 13F Stratos Wealth Partners, LTD. 75.040 0,92 2.764 -0,58
2026-05-15 13F Gateway Wealth Partners, LLC 10.195 376
2026-05-15 13F Atlanta Consulting Group Advisors, LLC 12.010 8,91 442 7,28
2026-04-15 13F Activest Wealth Management 279 1,09 10 0,00
2026-05-06 13F Topel & Distasi Wealth Management, LLC 131.199 3,66 4.833 2,13
2026-05-13 13F GW&K Investment Management, LLC 10.512 0,04 0
2026-05-14 13F Ieq Capital, Llc 100.390 2,20 3.698 0,68
2026-04-16 13F Triad Wealth Partners, LLC 10.519 388
2026-05-11 13F CacheTech Inc. 12.046 39,66 444 37,58
2026-02-11 13F Parallel Advisors, LLC 82 46,43 3 50,00
2026-05-13 13F Bank Of Montreal /can/ 34.481 97,11 1.270 94,19
2026-05-15 13F Peapack Gladstone Financial Corp 38.013 1,10 1 0,00
2026-05-18 13F South Dakota Investment Council 1.963.000 1,92 72 0,00
2026-05-14 13F Chandler Asset Management, Inc. 787.925 29.027
2026-05-04 13F Procyon Private Wealth Partners, LLC 60.187 35,54 2.217 33,55
2026-05-14 13F Gwn Securities Inc. 12.127 4,48 447 2,76
2026-05-11 13F Emerald Investment Advisers, LLC 8.078 298
2026-05-11 13F Wells Fargo & Company/mn 46.168.967 6,02 1.700.865 4,45
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 9.263 21,20 341 19,65
2026-05-06 13F Aire Advisors, Llc 6.000 1,13 221 0,00
2026-05-08 13F Blair William & Co/il 2.314 0,83 85 0,00
2026-04-27 13F Koshinski Asset Management, Inc. 8.963 0,37 330 -0,90
2026-04-10 13F Octavia Wealth Advisors, LLC 262.764 163,77 9.680 159,87
2026-05-08 13F Allegiance Financial Group Advisory Services LLC 512.430 8,59 18.877 6,98
2026-04-22 13F Wetzel Investment Advisors, Inc. 35.178 4,50 1.296 2,94
2026-05-13 13F Rhl Group, Llc 168 6
2026-04-24 13F KC Investment Advisors, LLC 8.041 14,01 296 12,55
2026-05-01 13F Evolution Advisers, Inc. 186 0
2026-02-17 13F SageView Advisory Group, LLC 21.199 1,95 793 0,89
2026-04-08 13F Pines Wealth Management, LLC 14.167 0,25 522 -1,33
2026-04-15 13F Exchange Traded Concepts, Llc 69.408 18,40 2.557 16,61
2026-02-13 13F Colony Group, LLC 116.382 41,66 4.362 40,57
2026-05-15 13F Alliancebernstein L.p. 482.761 3,01 18.053 3,01
2026-05-14 13F Hrt Financial Lp 438.976 16
2026-05-15 13F Nissay Asset Management Corp /japan/ /adv 157.862 5.816
2026-05-14 13F Betterment LLC 1.906.112 6,18 70 4,48
2026-05-15 13F/A Arrowroot Family Office, LLC 23.969 6,89 883 5,37
2026-05-15 13F Wellington Management Group Llp 68.750 2.533
2026-04-13 13F John W. Brooker & Co., CPAs 5.532 204
2026-04-28 13F Raleigh Capital Management Inc. 372 1,09 14 0,00
2026-05-12 13F Portside Wealth Group, LLC 18.284 13,33 674 11,61
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 674.540 3,99 24.729 1,65
2026-05-01 13F Sovran Advisors, LLC 48.821 11,54 1.818 10,46
2026-05-07 13F Cassaday & Co Wealth Management LLC 21 1
2026-05-01 13F Fifth Third Bancorp 174.672 60.974,13 6.435 64.240,00
2026-04-14 13F Prospera Financial Services Inc 24.958 16,28 920 14,45
2026-05-14 13F Dixon Mitchell Investment Counsel Inc. 16 1
2026-05-13 13F Lido Advisors, LLC 11.013 66,33 406 62,65
2026-04-15 13F Merit Financial Group, LLC 143.611 117,24 5.291 114,00
2026-04-30 13F First Horizon Corp 5.733 211
2026-05-14 13F Baird Financial Group, Inc. 1.253.028 17,05 46.162 15,31
2026-04-24 13F Ninety One North America, Inc. 28.468 28,99 1.049 27,03
2026-05-12 13F Shenkman Capital Management Inc 1.706.723 33,31 64.150 33,34
2026-05-13 13F Ankerstar Wealth, LLC 3.840 10,85 141 9,30
2026-05-13 13F Trajan Wealth LLC 417.736 9,29 15.389 7,67
2026-04-13 13F LexAurum Advisors, LLC 5.466 201
2026-05-11 13F Brooklyn FI, LLC 11.837 6,50 436 5,06
2026-05-13 13F Choate Investment Advisors 56.926 20,18 2.097 18,41
2026-05-11 13F Rossby Financial, LCC 1.721 1.478,90 63 1.475,00
2026-05-13 13F BlackRock, Inc. 22.926.529 9,53 844.613 7,90
2026-05-18 13F Edgestream Partners, L.P. 26.784 9,49 987 7,88
2026-04-15 13F Signature Estate & Investment Advisors Llc 140.327 15,49 5.170 13,78
2026-04-21 13F Decker Retirement Planning Inc. 30.465 5,35 1.122 3,79
2026-05-15 13F Vestmark Advisory Solutions, Inc. 14.266 144,83 526 141,94
2026-04-24 13F Capital Asset Advisory Services LLC 1.024.609 0,62 38.208 -0,05
2026-04-30 13F Selective Wealth Management, Inc. 5.451 202
2026-04-23 13F Caliber Wealth Management, LLC / KS 28.588 0,86 1.053 -0,57
2026-04-10 13F Integris Wealth Management, LLC 6.018 222
2026-04-28 13F Q3 Asset Management 63.081 2
2026-05-15 13F Keating Financial Advisory Services, Inc. 5.390 45,05 199 43,48
2026-05-06 13F Deutsche Bank Ag\ 409.957 76,63 15.103 73,99
2026-04-20 13F Kestra Private Wealth Services, Llc 61.682 31,86 2.272 29,90
2026-05-04 13F AMG National Trust Bank 35.918 13,73 1.323 12,02
2026-04-14 13F Clean Yield Group 3.017 111
2026-05-12 13F Baker Avenue Asset Management, LP 629.422 2,62 23.188 1,10
2026-04-14 13F SigFig Wealth Management, LLC 3.090.034 14,01 113.836 12,32
2026-05-12 13F LeConte Wealth Management, LLC 81.270 6,33 2.994 4,72
2026-04-28 13F PUREfi Wealth, LLC 10.460 385
2026-05-15 13F Pinney & Scofield, Inc. 723 27
2026-05-05 13F PFG Advisors 36.934 28,06 1.361 26,16
2026-04-16 13F BridgePort Financial Solutions, LLC 28.523 0,37 1.051 -1,13
2026-05-06 13F Dunhill Financial, LLC 655 24 118,18
2026-05-15 13F Gotham Asset Management, LLC 44.927 4,19 1.655 2,67
2026-05-15 13F Quantinno Capital Management LP 8.972 25,52 331 23,60
2026-04-13 13F Neumann Capital Management, LLC 44.077 32,52 1.624 30,57
2026-05-14 13F Horizon Investments, LLC 409.410 224,03 14.907 215,47
2026-05-15 13F Jones Financial Companies Lllp 95.360.826 8,35 3.474.950 5,58
2026-04-28 13F Westfuller Advisors, LLC 3.528 50,19 130 48,28
2026-04-08 13F WealthCare Investment Partners, LLC 76.069 4,01 2.797 2,23
2026-04-16 13F Genesis Private Wealth, Llc 56.099 10,85 2.067 9,20
2026-04-01 13F Burkett Financial Services, Llc 270 10
2026-04-16 13F Beese Fulmer Investment Management, Inc. 42.957 1.583
2026-05-21 13F Essential Partners LLC 4.254 549,47 157 550,00
2026-04-15 13F Fifth Third Securities, Inc. 348.281 16,45 12.831 14,72
2026-04-10 13F First Bank & Trust 7.062 260
2026-05-11 13F Savvy Advisors, Inc. 19.448 164,17 716 160,36
2026-05-15 13F Nepc Llc 5.230.809 25,16 192.703 23,30
2026-04-27 13F Sound Income Strategies, LLC 12.377 72,09 455 68,15
2026-05-12 13F Payden & Rygel 199.187 7
2026-05-07 13F New York Life Investment Management Llc 952.495 14,26 35.090 12,57
2026-05-01 13F Elwood & Goetz Wealth Advisory Group, LLC 45.369 367,29 1.671 360,33
2026-05-15 13F Cardiff Park Advisors, Llc 14.785 85,28 545 82,55
2026-04-09 13F Wedmont Private Capital 482.749 9,24 17.915 8,05
2026-05-14 13F Neuberger Berman Group LLC 232.203 4,67 8.554 3,12
2026-05-13 13F BCJ Capital Management, LLC 271.908 152,67 10.017 148,93
2026-05-15 13F Barnes Wealth Management Group, Inc 27.834 20,43 1.025 18,63
2026-05-14 13F Loomis Sayles & Co L P 359.171 3,98 13.232 2,44
2026-04-30 13F BRYN MAWR TRUST Co 717 24,91 26 23,81
2026-05-07 13F Agf Management Ltd 43.500 1.603
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 20.692 4,92 762 3,39
2026-05-05 13F Sanctuary Advisors, LLC 206.293 11,32 7.600 9,67
2026-04-21 13F Venturi Wealth Management, LLC 1.316.148 5.219,92 48.487 5.141,73
2026-03-09 13F Lifetime Wealth Management P.C. 7 251
2026-05-06 13F Private Wealth Asset Management, LLC 11.557 46,16 426 44,07
2026-05-11 13F Ellevest, Inc. 134.202 2,95 4.944 1,42
2026-05-06 13F Barings Llc 1.236.891 3,85 45.567 2,30
2026-05-11 13F Ashton Thomas Private Wealth, LLC 15.997 23,32 589 21,44
2026-05-12 13F M Holdings Securities, Inc. 40.896 34,71 2 0,00
2026-05-01 13F Anchor Investment Management, LLC 809 80,18 30 81,25
2026-05-12 13F Tower Bridge Advisors 11.360 419
2026-04-14 13F Cornerstone National Bank & Trust Co 115 4
2026-05-12 13F Rakuten Investment Management, Inc. 632.632 100,00 23.913 100,01
2026-04-07 13F CoreCap Advisors, LLC 315.939 6,39 11.639 4,81
2026-04-24 13F Patten Group, Inc. 6.619 4,17 244 2,53
2026-04-30 13F Winch Advisory Services, LLC 25.829 3,66 952 2,15
2026-04-23 13F J.w. Cole Advisors, Inc. 43.801 2,41 1.614 1,13
2026-05-13 13F Cynosure Management, Llc 25.478 40,08 939 37,94
2026-04-22 13F Vicus Capital 41.083 9,38 1.513 7,76
2026-04-23 13F Drucker Wealth 3.0, LLC 95.986 4,43 3.536 2,88
2026-05-11 13F Evermay Wealth Management Llc 289 11
2026-05-15 13F Mercer Global Advisors Inc /adv 1.401.275 2,19 51.623 0,42
2026-05-15 13F Pursuit Wealth Strategies, Llc 9.726 14,96 358 13,29
2026-04-30 13F Private Trust Co Na 6.923 11,12 255 9,91
2026-05-15 13F New England Asset Management Inc 55.145 3,76 2.032 2,21
2026-05-06 13F Lockheed Martin Investment Management Co 81.000 2.984
2026-05-04 13F HBW Advisory Services LLC 6.796 250
2026-05-01 13F Hohimer Wealth Management, Llc 171.322 6.312
2026-05-11 13F Rebalance, Llc 1.738.234 3,44 64.037 1,90
2026-05-12 13F WCG Wealth Advisors LLC 14.153 521
2026-04-17 13F High Net Worth Advisory Group LLC 47.530 1,25 1.751 -0,23
2026-04-17 13F Webster Bank, N. A. 1.569 58
2026-05-14 13F Massachusetts Financial Services Co /ma/ 1.030.800 27,29 38.332 26,58
2026-05-06 13F Simon Quick Advisors, Llc 51.584 2,50 1.900 0,96
2026-04-30 13F Titleist Asset Management, Llc 62.562 7,34 2.305 5,74
2026-05-18 13F Vestwell Advisors, LLC 1.173 -1,59
2026-05-12 13F Keeler THomas Management LLC 596.575 202,28 21.978 197,79
2026-04-14 13F XY Planning Network, Inc. 33.183 2,46 1.219 0,58
2026-05-15 13F Liberty Mutual Group Asset Management Inc. 1.485.000 121,29 54.707 118,02
2026-04-27 13F Rareview Capital LLC 5.535 208
2026-05-14 13F Proficio Capital Partners LLC 63.041 2.322
2026-05-15 13F/A Independent Financial Group, Llc 19.278 32,89 710 31,00
2026-04-22 13F Peak Planning Group, LLC 77.248 40,54 2.846 38,44
2026-04-27 13F Counterweight Ventures, LLC 113.590 20,12 4.185 18,33
2026-05-13 13F Lloyd Advisory Services, LLC. 47 2
2026-05-11 13F Godfrey Financial Associates, Inc. 2.612 1,36 96 0,00
2026-05-06 13F Bessemer Group Inc 37.407 1,64 1 0,00
2026-05-14 13F TRB Wealth Management, LLC 17.969 662
2026-01-14 13F ORG Partners LLC 1.401 3,47 52 1,96
2026-04-16 13F Cornerstone Management, Inc. 176.375 8,94 6.498 7,32
2026-04-28 13F Encompass More Asset Management 42.434 1.563
2026-05-20 13F SOA Wealth Advisors, LLC. 22 1
2026-04-28 13F CAP Partners, LLC 25.689 3,26 946 1,72
2026-05-14 13F Modern Wealth Management, LLC 192.332 0,58 7.064 -1,20
2026-04-23 13F Financial & Tax Architects, LLC 103.890 8,90 3.827 7,29
2026-03-12 13F Nalls Sherbakoff Group, Llc 13 18,18 0
2026-05-15 13F Fmr Llc 8.044.193 40,00 296.348 37,92
2026-05-15 13F Charles Schwab Investment Management Inc 1.122.151 6,45 41.340 4,87
2026-05-13 13F SRS Capital Advisors, Inc. 74.724 329,08 2.753 322,73
2026-04-20 13F Joel Adams & Associates, Inc. 58.072 5,60 2.139 4,04
2026-05-13 13F Ubs Asset Management Americas Inc 5.653.753 209,35 208.284 204,76
2026-04-22 13F Clear Creek Financial Management, LLC 66.660 2.456
2026-05-11 13F Founders Financial Alliance, LLC 666 1.802,86 25 2.300,00
2026-04-21 13F Cambient Family Office, Llc 32.728 222,60 1.206 217,94
2026-04-30 13F Hsbc Holdings Plc 157.468 13,52 5.801 11,84
2026-04-28 13F Kathmere Capital Management, LLC 71.094 13,75 2.619 12,07
2026-05-13 13F State Farm Mutual Automobile Insurance Co 125.049 89,98 4.607 87,16
2026-05-14 13F Corebridge Financial, Inc. 23.179.735 845.597
2026-04-13 13F Creative Financial Designs Inc /adv 2.942 106,46 108 103,77
2026-04-17 13F AdvisorNet Financial, Inc 3.840 1,37 141 0,00
2026-05-15 13F Mission Wealth Management, Lp 41.441 7,42 1.527 5,83
2026-05-04 13F Archer Investment Corp 156 13,87 6 0,00
2026-05-08 13F Vanguard National Trust Co 312 11
2026-05-07 13F First Command Advisory Services, Inc. 817.088 15,14 30.102 13,43
2026-04-13 13F Hm Payson & Co 58.711 2.163
2026-02-05 13F Tucker Asset Management Llc 97.011 0,40 3.628 -0,63
2026-05-05 13F Portfolio Strategies, Inc. 24.539 0,00 904 -1,42
2026-05-11 13F Adams Wealth Management 12.046 39,66 444 37,58
2026-04-29 13F Cary Street Partner Investment Advisory Llc 3.266 4.197,37 120 5.900,00
2026-05-13 13F Natixis Advisors, L.p. 1.883.482 18,94 69 16,95
2026-05-01 13F Diversify Wealth Management, Llc 13.079 128,21 485 125,58
2026-04-30 13F Acorn Wealth Advisors, LLC 6.184 0,24 228 -1,30
2026-05-11 13F Kestra Investment Management, LLC 37.751 4,93 1.391 3,35
2026-05-15 13F Old Mission Capital Llc 159.641 5.881
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