Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF includono Wright Fund Managment, LLC, Canandaigua National Corp, Gateway Wealth Partners, LLC, Pinnacle Financial Group, LLC / IL, BCS Wealth Management, Grantham, Mayo, Van Otterloo & Co. LLC, Broussard Financial Group LLC, Vanguard Advisers Inc, Lynx Investment Advisory, RMB Capital Management, LLC, Veratis Advisors, Inc., Advyzon Investment Management, LLC, Sovereign Financial Group, Inc., Vident Advisory, LLC, Tiaa-cref Individual & Institutional Services, Llc, Mma Asset Management Llc, Main Street Group, LTD, Gill Capital Partners, Llc, Beacon Investment Advisory Services, Inc., e Vanguard National Trust Co .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-07 | 13F | Signaturefd, Llc | 6 | 1 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 21 | 3 | ||||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 1.896 | 268 | ||||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 70.841 | 3,92 | 10.328 | 5,70 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 53 | 8 | ||||||
| 2026-04-16 | 13F | Everstar Asset Management, LLC | 1.390 | 203 | ||||||
| 2026-05-13 | 13F | Sepio Capital, LP | 1.650 | 13,40 | 241 | 15,38 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 334.623 | 2,41 | 48.785 | 4,17 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 6.036 | 0,57 | 880 | 2,21 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 2.599 | 43,43 | 379 | 45,95 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 3.449 | 6,12 | 503 | 7,96 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 1.782 | 24,09 | 260 | 26,34 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 49.737 | 51,13 | 7.362 | 56,05 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 7.282 | 141,37 | 1.062 | 145,60 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 2.499 | 364 | ||||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 1.448 | 211 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 5.922 | 30,67 | 1 | |||||
| 2026-04-06 | 13F | Sincerus Advisory, LLC | 14.613 | 3,40 | 2.130 | 5,19 | ||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 58.151 | 13,20 | 8.478 | 11,66 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 18.716 | 58,81 | 2.891 | 66,00 | ||||
| 2026-04-09 | 13F | Cornerstone Wealth Advisors, Inc. | 24.325 | 1,68 | 3.546 | 3,44 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 1.476 | 215 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 60.996 | 46,31 | 8.893 | 48,82 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 99 | 14 | ||||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 468 | 2,86 | 68 | 4,62 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 10.859 | 1,84 | 1.583 | 3,60 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 77.512 | 20,00 | 11.301 | 22,06 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 813.491 | 8.174,75 | 118.599 | 8.317,18 | ||||
| 2026-05-12 | 13F | Voya Financial Advisors, Inc. | 34.742 | 73,98 | 4.936 | 71,83 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 3.615 | 1,49 | 527 | 3,33 | ||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 44 | 6 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 22.617 | 5,00 | 3.297 | 6,80 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 24.926 | 3,56 | 3.573 | 3,57 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 29.708 | 2,75 | 4.331 | 4,51 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 44.120 | 2,75 | 6.432 | 4,52 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 160 | 23 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 8 | 1 | ||||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 4.704 | 28,28 | 686 | 30,48 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 458.577 | 3,75 | 66.856 | 5,53 | ||||
| 2026-04-22 | 13F | McLean Asset Management Corp | 8.035 | 0,17 | 1.171 | -1,68 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 39.197 | 2,44 | 5.715 | 4,19 | ||||
| 2026-05-12 | 13F | Clark Wealth Partners | 13 | 2 | ||||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 2.740 | 8,00 | 400 | 9,92 | ||||
| 2026-05-11 | 13F | Optimist Retirement Group LLC | 3.901 | 4,67 | 569 | 6,37 | ||||
| 2026-04-27 | 13F | Western Reserve Capital Management, LLC | 1.937 | 7,19 | 282 | 9,30 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 6.479 | 50,81 | 945 | 53,50 | ||||
| 2026-05-13 | 13F | DRW Securities, LLC | 22.177 | 3.233 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 319.984 | 9,12 | 46.650 | 10,99 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 1.698.248 | 1,23 | 248 | 2,92 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 83.641 | 0,04 | 12.194 | 1,77 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 791 | 42,01 | 115 | 45,57 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 56.604 | 759,72 | 8.252 | 775,08 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 14.186 | 2.068 | ||||||
| 2026-05-14 | 13F | Cambria Investment Management, L.P. | 69.521 | 10,17 | 10.135 | 12,06 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 1.740 | 254 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 7.256 | 1.058 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 45.962 | 39,12 | 6.588 | 39,88 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 2.671 | 4,01 | 389 | 5,71 | ||||
| 2026-05-01 | 13F | Evergreen Wealth Management, LLC | 4.540 | 2,25 | 662 | 3,93 | ||||
| 2026-05-11 | 13F | Thompson Siegel & Walmsley Llc | 7.715 | 15,65 | 1 | |||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 42.085 | 11,81 | 6.136 | 13,72 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 24.657 | 0,00 | 3.595 | 1,73 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 1.534 | 224 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 45.563 | 6,79 | 7 | 0,00 | ||||
| 2026-05-04 | 13F | Fortress Financial Solutions, LLC | 3.504 | 138,37 | 511 | 142,86 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 9.014 | 1.314 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 4.006 | 91,22 | 574 | 92,62 | ||||
| 2026-05-07 | 13F | Cutler Investment Counsel Llc | 62.165 | 0,49 | 9.063 | 2,22 | ||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 1.732 | 0,17 | 253 | 2,02 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 2.640 | 21,94 | 378 | 21,94 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 27.562 | 2,65 | 4.018 | 4,42 | ||||
| 2026-05-07 | 13F | Carson Advisory Inc. | 4.151 | 4,74 | 605 | 6,51 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 16.418 | 6,86 | 2.394 | 8,67 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 2.179 | 7,29 | 318 | 8,93 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 2.877 | 31,43 | 419 | 33,87 | ||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 6.864 | 35,89 | 1.001 | 38,31 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 104 | 2,97 | 15 | 7,14 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 2.718.482 | 239,23 | 386.575 | 236,56 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 27.583 | 7,49 | 4.021 | 9,36 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 956 | 139 | ||||||
| 2026-05-14 | 13F | Grantham, Mayo, Van Otterloo & Co. LLC | 3.480 | 507 | ||||||
| 2026-04-14 | 13F | Flower City Capital | 41.620 | 3,08 | 6.068 | 4,84 | ||||
| 2026-04-13 | 13F | Gibraltar Capital Management, Inc. | 13.175 | 6,04 | 1.921 | 7,87 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 32.700 | 33,91 | 4.767 | 36,20 | ||||
| 2026-05-12 | 13F | SGL Investment Advisors, Inc. | 5.813 | 11,90 | 946 | 20,38 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 1.973 | 288 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 2.675 | 4,17 | 390 | 5,71 | ||||
| 2025-12-05 | 13F | Vestwell Advisors, LLC | 17 | 6,25 | ||||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 1.771 | 1,66 | 254 | 2,02 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 7.733 | 352,75 | 1.127 | 361,89 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 5.319 | 47,34 | 775 | 49,90 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 5.276 | 61,54 | 769 | 64,32 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 742.771 | 2,97 | 108.289 | 4,74 | ||||
| 2026-04-13 | 13F | Uptown Financial Advisors LLC | 20.619 | 7,20 | 3.006 | 9,07 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 230 | 34 | ||||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 34.516 | 13,95 | 5.036 | 15,93 | ||||
| 2026-05-14 | 13F | Causeway Capital Management Llc | 103.581 | 42,03 | 15.101 | 44,47 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 563 | 77,60 | 83 | 84,44 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 1.854 | 0,27 | 270 | 1,89 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 206.124 | 4,81 | 30.050 | 6,60 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 35.535 | 0,21 | 5.181 | 1,93 | ||||
| 2026-05-05 | 13F | UBS Group AG | 521.955 | 3,77 | 76.096 | 5,56 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 90 | 13 | ||||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 3.777 | 26,87 | 558 | 30,99 | ||||
| 2026-05-18 | 13F | Cim, Llc | 2.542 | 0,12 | 371 | 1,93 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 100.324 | 14.626 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 12.911 | 3,10 | 2 | 0,00 | ||||
| 2026-05-11 | 13F | Haverford Trust Co | 28.478 | 0,07 | 4.152 | 1,77 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 28.440 | 46,34 | 4.076 | 47,15 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 3.797 | 3,38 | 553 | 5,13 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 92.420 | 21,14 | 13.472 | 23,22 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 374 | 5,95 | 55 | 8,00 | ||||
| 2026-05-14 | 13F | Jacobs Equity LLC | 12.699 | 59,06 | 1.851 | 61,80 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 26.457 | 2,96 | 3.855 | 4,70 | ||||
| 2026-05-18 | 13F | Hamilton Wealth, LLC | 4.838 | 100,00 | 705 | 103,76 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 17.504 | 1,16 | 2.552 | 2,86 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 32.443 | 466,39 | 4.730 | 476,00 | ||||
| 2026-05-14 | 13F | Miller Capital Partners, Inc. | 1.806 | 2,27 | 263 | 3,95 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 178.921 | 16,99 | 26.085 | 19,00 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 2.624 | 5,47 | 383 | 7,30 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 1.533 | 224 | ||||||
| 2026-04-07 | 13F | Eastern Bank | 582 | 429,09 | 85 | 460,00 | ||||
| 2026-05-05 | 13F | Valtinson Bruner Financial Planning LLC | 15.786 | 0,54 | 2.302 | 2,27 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 98 | 512,50 | 14 | 600,00 | ||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 46.734 | 6.813 | ||||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 8.421 | 5,26 | 1.228 | 7,07 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 13.556 | 105,11 | 1.976 | 108,66 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 2.679 | 4,89 | 384 | 5,49 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 4.635 | 23,86 | 676 | 25,93 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 9.308 | 0,62 | 1.357 | 2,42 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 3.843 | 46,74 | 560 | 49,33 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 15.866 | 42,91 | 2.313 | 231.200,00 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 17.500 | 343,60 | 2.551 | 351,50 | ||||
| 2026-04-21 | 13F | Sage Financial Management Group, Inc. | 41.591 | 1,71 | 6.064 | 3,46 | ||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 6.981 | 1.018 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 33.045 | 19,40 | 4.818 | 21,46 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 18.577 | 2.708 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 60.057 | 4,10 | 8.756 | 5,88 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 4.998.653 | 1,10 | 728.754 | 2,84 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 29 | 4 | ||||||
| 2026-04-21 | 13F | Encompass Wealth Advisors, Llc | 7.091 | 1,82 | 1.034 | 3,51 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 5.995 | 0,20 | 874 | 1,87 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 136.332 | 0,50 | 19.876 | 2,23 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 8.789 | 0,10 | 1.281 | 1,51 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 5.204 | 735,31 | 759 | 751,69 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.821 | 7,50 | 265 | 9,50 | ||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 34.852 | 22,20 | 5.081 | 24,32 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 5.207 | 5,58 | 759 | 7,51 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 15.917 | 5,60 | 2.321 | 8,01 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 32.635 | 1,30 | 4.758 | 3,03 | ||||
| 2026-05-04 | 13F | Nwam Llc | 33.207 | 0,96 | 4.841 | 0,17 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 1.345 | 3.742,86 | 0 | |||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 63.595 | 530,15 | 9.272 | 541,15 | ||||
| 2026-04-28 | 13F | DGS Capital Management, LLC | 5.350 | 3,86 | 780 | 5,56 | ||||
| 2026-04-10 | 13F | Novem Group | 2.379 | 27,97 | 347 | 30,08 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 410 | 60 | ||||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 3.628 | 18,80 | 529 | 20,82 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 3.027 | 103,56 | 441 | 107,04 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 35.139 | 4,47 | 5.123 | 6,27 | ||||
| 2026-05-14 | 13F | E&R Wealth Management, LLC | 45.889 | 1,54 | 6.690 | 3,29 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 3.744 | 546 | ||||||
| 2026-04-24 | 13F | Patten Group, Inc. | 4.445 | 16,30 | 648 | 18,46 | ||||
| 2026-04-03 | 13F | Ridgewood Investments LLC | 4.932 | 16,73 | 719 | 19,44 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 137.691 | 12,34 | 19.478 | 10,87 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 12.248 | 56,38 | 1.786 | 59,09 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 5.058 | 29,99 | 737 | 32,32 | ||||
| 2026-04-07 | 13F | Anderson Hoagland & Co | 1.459 | 2,31 | 213 | 3,92 | ||||
| 2026-02-18 | 13F | Veratis Advisors, Inc. | 2.186 | 341 | ||||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 44 | 193,33 | 6 | 200,00 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 130 | 19 | ||||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 228 | 4,59 | 33 | 6,45 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 1.902 | 0,63 | 277 | 2,59 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 3.873 | 2,79 | 565 | 4,44 | ||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 10.679 | 0,41 | 1.639 | 7,55 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 1 | 0 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 158.674 | 12,54 | 23.133 | 14,48 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 3.240 | 17,60 | 472 | 19,80 | ||||
| 2026-05-15 | 13F | Atlanta Consulting Group Advisors, LLC | 14.004 | 0,51 | 2.042 | 2,20 | ||||
| 2026-05-12 | 13F | Columbia River Financial Group, LLC | 6.992 | 1,61 | 1 | |||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 11.960 | 6,91 | 1.744 | 8,73 | ||||
| 2026-05-11 | 13F | Great Lakes Advisors, Llc | 29.247 | 20,74 | 4.264 | 22,82 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 12.558 | 2,13 | 1.831 | 3,86 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 3.739 | 545 | ||||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 3.825 | 3,21 | 558 | 4,90 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 73.365 | 3,38 | 10.696 | 5,15 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 75.834 | 0,51 | 11.056 | 2,23 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 7.484 | 0,29 | 1.091 | 2,06 | ||||
| 2026-05-07 | 13F | Sentinel Trust Co Lba | 4.848 | 1 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 16.153 | 389,63 | 2.355 | 398,73 | ||||
| 2026-04-10 | 13F | Cassilly Financial Group LLC | 13.589 | 0,81 | 1.981 | 2,54 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 2.650 | 386 | ||||||
| 2026-04-24 | 13F | Newton One Investments LLC | 67.197 | 185,90 | 9.797 | 190,86 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 349.644 | 6,51 | 50.975 | 8,34 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 5.790 | 6,26 | 844 | 8,07 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 30.961 | 1,90 | 4.514 | 3,65 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 7.799 | 3,09 | 1.137 | 4,89 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 38 | -9,76 | ||||||
| 2026-05-08 | 13F | Minot DeBlois Advisors LLC | 8.982 | 1,39 | 1.310 | 3,15 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 839 | 60,42 | 122 | 64,86 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 4.995 | 2,67 | 728 | 4,45 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 8.309 | 1 | ||||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 8.271 | 1.206 | ||||||
| 2026-04-14 | 13F | Congress Asset Management Co /ma | 11.398 | 0,50 | 1.662 | 2,22 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 10.344 | 88,83 | 1.508 | 91,97 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 9.783 | 27,18 | 1.402 | 27,92 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 3.682 | 9,06 | 582 | 12,60 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 186.312 | 5,09 | 27.162 | 6,89 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 128 | 19 | ||||||
| 2026-05-15 | 13F | JMN Financial LLC | 5.350 | 3,86 | 780 | 5,56 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 2.990 | 18,37 | 436 | 20,17 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 3.010 | 8,39 | 439 | 10,05 | ||||
| 2026-04-29 | 13F | Sunrise Financial Services, LLC | 242 | 49,38 | 35 | 52,17 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 119.598 | 22,24 | 17.436 | 24,34 | ||||
| 2026-04-14 | 13F | Moller Financial Services | 39.591 | 2,96 | 5.772 | 4,72 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 3.383 | 22,13 | 493 | 24,18 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 999 | 566,00 | 0 | |||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 304 | 44 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 4.459 | 0,36 | 650 | 2,20 | ||||
| 2026-04-21 | 13F | Maltin Wealth Management, Inc. | 62.922 | 10,75 | 9.173 | 12,65 | ||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 108 | 38,46 | 16 | 36,36 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 1.960 | 286 | ||||||
| 2026-04-23 | 13F | Midwest Financial Partners Investments, Inc. | 18.886 | 23,22 | 2.753 | 25,36 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 116 | 17 | ||||||
| 2026-04-28 | 13F | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 32.715 | 10,59 | 4.770 | 12,50 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 4.922 | 62,07 | 717 | 64,83 | ||||
| 2026-05-15 | 13F | Obsido Oy | 38.426 | 0,89 | 5.602 | 2,62 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 2.102 | 191,94 | 306 | 197,09 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 405.256 | 12,57 | 59.082 | 14,50 | ||||
| 2026-06-03 | 13F | CoreFirst Bank & Trust | 19.554 | 9,14 | 2.851 | 11,02 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 1.931 | 6,16 | 282 | 8,08 | ||||
| 2026-04-29 | 13F | Broussard Financial Group LLC | 3.173 | 463 | ||||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 1.629 | 237 | ||||||
| 2026-05-11 | 13F | Womack Financial LLC | 32.774 | 3,49 | 4.778 | 5,27 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 2.900 | 93,33 | 423 | 97,20 | |||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 2.691 | 20,19 | 392 | 22,50 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 144.798 | 1,86 | 21.110 | 3,61 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 25.743 | 1,21 | 3.753 | 2,96 | ||||
| 2026-04-09 | 13F | Whitaker-Myers Wealth Managers, LTD. | 68.016 | 4,83 | 9.916 | 6,64 | ||||
| 2026-05-15 | 13F | Victory Capital Management Inc | 144.563 | 5.177,95 | 21.076 | 5.276,28 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 4.924 | 148,69 | 718 | 153,36 | ||||
| 2026-05-15 | 13F | Mittelman Wealth Management | 15.121 | 5,50 | 2.205 | 7,30 | ||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 2.255 | 40,67 | 329 | 43,23 | ||||
| 2026-05-11 | 13F | Portland Global Advisors LLC | 123.899 | 1,22 | 18.063 | 2,96 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 107.069 | 22,34 | 15.616 | 24,41 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 5.028 | 27,32 | 733 | 19,22 | ||||
| 2026-05-13 | 13F | Renaissance Group Llc | 1.494 | 218 | ||||||
| 2026-05-08 | 13F | Payne Capital Management, LLC | 13.467 | 6,44 | 1.963 | 8,27 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 3.240 | 6,30 | 472 | 8,26 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 1.374 | 200 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1.108 | 1.716,39 | 162 | 1.912,50 | ||||
| 2026-05-12 | 13F | Creative Planning | 735.168 | 6,48 | 107.180 | 8,31 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 5.906 | 12,17 | 861 | 14,06 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 765.596 | 17,03 | 111.616 | 19,04 | ||||
| 2026-04-16 | 13F | Upper Left Wealth Management, LLC | 17.818 | 5,05 | 2.598 | 6,83 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 1.452 | 212 | ||||||
| 2026-04-21 | 13F | Colony Family Offices, LLC | 39.803 | 2,53 | 5.803 | 4,28 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 5.276 | 21,99 | 769 | 24,23 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 17.165 | 13,88 | 2.460 | 14,53 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 1.540 | 32,08 | 225 | 34,13 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 189 | 1,07 | 27 | 3,85 | ||||
| 2026-05-07 | 13F | First National Trust Co | 2.580 | 42,54 | 376 | 45,17 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 55.482 | 8.089 | ||||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 9.727 | 34,97 | 1.413 | 36,69 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 65.035 | 9 | ||||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 4.027 | 4,46 | 587 | 6,34 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 3.632 | 17,16 | 530 | 19,14 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 26.753 | 0,53 | 3.900 | 2,25 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 13.956 | 4,11 | 2.034 | 5,88 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 42 | 5,00 | 6 | 20,00 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 2.039 | 297 | ||||||
| 2026-04-17 | 13F | BCS Wealth Management | 3.940 | 574 | ||||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 0 | 0 | ||||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 5.369 | 3,65 | 783 | 5,39 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 25.687 | 5,94 | 3.743 | 7,71 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 62.476 | 1,43 | 9.108 | 3,17 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 16.507 | 0,29 | 2.407 | 1,99 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 619.635 | 12,52 | 90.337 | 14,45 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 74 | 11 | ||||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 1.736 | 15,20 | 253 | 17,67 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 15.021 | 26,96 | 2.190 | 29,14 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 2.550 | 372 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 2.876 | 419 | ||||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 24.741 | 1,05 | 3.607 | 2,76 |
