MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF - Proprietà istituzionale - Venditori

Vanguard World Fund - Vanguard Mega Cap Growth ETF
US ˙ ARCA ˙ US9219108167

Proprietà istituzionale e dei fondi - Venditori

Questa pagina mostra le istituzioni, i fondi e i principali azionisti che hanno ridotto le partecipazioni o chiuso le loro posizioni nell'ultimo periodo di riferimento. Le righe rosse indicano le posizioni chiuse. Fai clic sullicona 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
(%)
2026-05-07 13F Key Capital Management, INC 2.282 -1,17 838 -12,07
2026-05-13 13F Signature Equity Partners, LLC 287 -7,12 105 -17,32
2026-04-28 13F Walser Wealth Management Company, A Ltd Liability Co 0 -100,00 0
2026-05-06 13F Avalon Trust Co 2.216 -9,55 814 -19,49
2026-05-12 13F Creative Planning 134.579 -1,05 49.450 -11,92
2026-04-15 13F Valley National Advisers Inc 0 -100,00 0
2026-02-18 13F Hershey Financial Advisers, LLC 0 -100,00 0
2026-04-30 13F Private Trust Co Na 1.685 -1,23 619 -12,07
2026-05-15 13F Wealth Watch Advisors, INC 0 -100,00 0
2026-05-15 13F Charles Schwab Investment Management Inc 2.677 -1,07 984 -11,92
2026-05-12 13F Kovack Advisors, Inc. 7.706 -4,08 2.928 -11,70
2026-04-23 13F Investment Planning Advisors, Inc. 3.785 -0,71 1.391 -11,63
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-05-05 13F Capital Investment Advisory Services, LLC 2.436 -0,81 895 -11,65
2026-04-20 13F FSC Wealth Advisors, LLC 1.072 -84,72 394 -86,42
2026-05-05 13F Portfolio Strategies, Inc. 234.679 -1,61 86.530 -12,11
2026-05-12 13F IFG Advisory, LLC 5 -99,47 2 -99,74
2026-04-20 13F TFB Advisors LLC 22.956 -35,83 8.435 -42,88
2026-02-02 13F Heritage Financial Services, LLC 509 -3,05 210 -0,47
2026-04-10 13F OMNI 360 Wealth, Inc. 0 -100,00 0
2026-02-11 13F Parallel Advisors, LLC 3.778 -6,35 1.560 -3,94
2026-04-21 13F Paradigm Financial Partners, Llc 0 -100,00 0
2026-04-29 13F Investment Insight Wealth Management, LLC 27.211 -8,24 9.998 -18,32
2026-05-08 13F Blair William & Co/il 23.203 -27,43 8.526 -35,40
2026-05-07 13F Northwestern Mutual Wealth Management Co 173.959 -24,84 63.920 -33,10
2026-04-14 13F Spectrum Investment Advisors, Inc. 0 -100,00 0
2026-04-16 13F Farmers & Merchants Trust Co of Long Beach 795 -11,17 292 -20,87
2026-04-29 13F Axxcess Wealth Management, Llc 33.453 -3,62 12.292 -14,20
2026-04-08 13F Dover Advisors, Llc 1.708 -8,76 628 -18,78
2026-04-17 13F Monticello Wealth Management, Llc 8.951 -1,04 3.289 -11,92
2026-04-24 13F SOL Capital Management CO 0 -100,00 0
2026-02-10 13F Fielder Capital Group LLC 0 -100,00 0
2026-04-17 13F Worth Asset Management, LLC 3.809 -72,49 1.400 -75,52
2026-01-28 13F WMG Financial Advisors, LLC 0 -100,00 0
2026-05-11 13F RiverFront Investment Group, LLC 0 -100,00 0
2026-04-29 13F Kaydan Wealth Management, Inc. 663 -0,75 244 -11,64
2026-05-04 13F Optima Capital Llc 0 -100,00 0
2026-04-24 13F Root Financial Partners, LLC 880 -1,68 323 -12,47
2026-04-08 13F NorthCrest Asset Manangement, LLC 644 -5,99 239 -15,25
2026-05-13 13F Forum Private Client Group LLC 9.594 -4,39 3.528 -14,83
2026-05-15 13F Ascent Group, LLC 6.679 -16,14 2.454 -25,34
2026-02-13 13F Stark Wealth Management LLC 910 -0,33 376 12,28
2026-04-10 13F Sage Investment Advisers LLC 1.455 -12,03 541 -20,82
2026-05-13 13F Fusion Capital, LLC 929 -30,93 342 -38,45
2026-05-13 13F Kingdom Financial Group LLC. 799 -7,09 294 -17,23
2026-01-30 13F BancorpSouth Bank 0 -100,00 0
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 1.031 -88,55 379 -89,83
2026-04-13 13F Gradient Investments LLC 686 -19,77 252 -28,90
2026-02-09 13F HBK Sorce Advisory LLC 0 -100,00 0 -100,00
2026-05-01 13F Johnson Investment Counsel Inc 1.775 -34,86 652 -41,99
2026-05-13 13F Scotia Capital Inc. 0 -100,00 0
2026-05-13 13F Lido Advisors, LLC 103.174 -2,03 37.910 -12,61
2026-05-14 13F Zacks Investment Management 673 -50,51 247 -55,97
2026-01-21 13F Jericho Financial, Llp 0 -100,00 0
2026-05-04 13F Retirement Planning Group 770 -2,04 283 -12,96
2026-05-21 13F Verus Capital Partners, Llc 0 -100,00 0
2026-05-15 13F Larch Capital Partners Llc 0 -100,00 0
2026-06-04 13F Fischer Investment Strategies, Llc 5.563 -2,09 2.044 -12,84
2026-05-04 13F Checchi Capital Advisers, LLC 9.222 -30,74 3.389 -38,36
2026-02-24 13F Bell Investment Advisors, Inc 0 -100,00 0
2026-04-13 13F Winthrop Advisory Group LLC 0 -100,00 0
2026-04-15 13F LongView Wealth Management 2.877 -5,89 1.154 -9,13
2026-04-15 13F Cypress Wealth Services, LLC 24.079 -4,21 8.848 -14,74
2026-02-03 13F Alpha Cubed Investments, LLC 9.626 -4,90 3.973 -2,46
2026-04-30 13F Sollinda Capital Management LLC 764 -83,91 281 -85,71
2026-05-11 13F Texas Capital Bank Wealth Management Services Inc 32.941 -0,49 12.104 -11,42
2026-05-13 13F Prestige Wealth Management Group LLC 2.300 -10,23 845 -20,06
2026-04-24 13F National Asset Management, Inc. 0 -100,00 0
2026-04-20 13F Ritholtz Wealth Management 2.411 -2,78 886 -13,49
2026-01-22 13F Premier Path Wealth Partners, LLC 0 -100,00 0
2026-04-13 13F Richard P Slaughter Associates Inc 19.509 -1,76 7.168 -12,54
2026-04-15 13F Hilltop Wealth Advisors, Llc 8.276 -1,30 3.041 -12,16
2026-05-07 13F Amara Financial, Llc. 62.600 -4,55 23.002 -15,04
2026-02-13 13F Luminist Capital LLC 0 -100,00 0
2026-04-30 13F Legacy Financial Advisors, Inc. 2.473 -7,17 909 -17,38
2026-05-15 13F Breakwater Investment Management 12.122 -0,93 4.454 -11,80
2026-04-29 13F/A Perryman Financial Advisory Inc /ad 3.428 -0,70 1.259 -11,59
2026-04-20 13F Kestra Private Wealth Services, Llc 20.565 -18,49 7.556 -27,44
2026-05-15 13F MAI Capital Management 7.109 -7,60 2.612 -17,73
2026-06-04 13F Evansbrook LLC 0 -100,00 0
2026-04-06 13F CX Institutional 74.199 -48,37 27 -54,24
2026-05-08 13F Russell Investments Group, Ltd. 2.510 -3,46 922 -14,07
2026-05-01 13F Win Advisors, Inc 0 -100,00 0 -100,00
2026-01-27 13F Summit Wealth Partners, LLC 0 -100,00 0
2026-02-12 13F Cowa, Llc 0 -100,00 0
2026-04-13 13F Buska Wealth Management, LLC 0 -100,00 0
2026-04-14 13F Focus Financial Network, Inc. 2.097 -14,72 771 -24,14
2026-04-27 13F Pensionmark Financial Group, Llc 11.913 -50,20 4.377 -55,67
2026-05-14 13F Ieq Capital, Llc 54.827 -16,70 20.146 -25,85
2026-05-21 13F Raab & Moskowitz Asset Management LLC 44.914 -3,40 16.503 -14,01
2026-05-06 13F Assetmark, Inc 8.486.761 -1,21 3.118.375 -12,06
2026-02-12 13F Hrt Financial Lp 0 -100,00 0
2026-04-24 13F Redwood Wealth Management Group, LLC 0 -100,00 0
2026-05-08 13F Resources Investment Advisors, LLC. 1.914 -22,51 703 -31,01
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2.026 -1,36 744 -12,16
2026-05-05 13F UBS Group AG 1.037.729 -5,66 381.303 -16,02
2026-05-15 13F IHT Wealth Management, LLC 6.724 -51,66 2.471 -56,98
2026-05-13 13F AE Wealth Management LLC 14.326 -4,36 5.264 -14,87
2026-05-14 13F Tempo Wealth, LLC 3.714 -9,13 1.365 -19,15
2026-05-15 13F Westbourne Investments, Inc. 4.179 -0,95 1.536 -11,83
2026-05-04 13F Copia Wealth Management 600 -24,81 220 -33,13
2026-04-30 13F Madison Wealth Partners, Inc 0 -100,00 0
2026-05-11 13F Garton & Associates Financial Advisors LLC 0 -100,00 0
2026-04-16 13F Westmount Partners, LLC 1.785 -0,45 656 -11,49
2026-04-24 13F Acorn Financial Advisory Services Inc /adv 1.807 -1,42 664 -12,30
2026-05-04 13F Geneos Wealth Management Inc. 3.591 -35,61 1.319 -42,70
2026-04-16 13F Capital Investment Advisors, LLC 3.855 -1,38 1.417 -12,21
2026-02-17 13F Vertex Planning Partners, LLC 0 -100,00 0
2026-05-15 13F DT Investment Partners, LLC 91.214 -1,08 33.516 -11,95
2026-05-01 13F American Trust 3.637 -6,43 1.336 -16,71
2026-01-23 13F Bowman & Co S.C. 4.918 -0,47 2.030 2,06
2026-05-14 13F Northern Trust Corp 58.240 -0,78 21.400 -11,67
2026-04-17 13F CENTRAL TRUST Co 2.324 -11,77 854 -21,53
2026-05-04 13F Nwam Llc 4.011 -43,62 1.474 -49,54
2026-05-08 13F Jackson, Grant Investment Advisers, Inc. 414 -27,87 152 -35,59
2026-05-15 13F Valley Financial Group, Inc. 0 -100,00 0
2026-05-15 13F United Capital Financial Advisers, Llc 9.850 -3,57 3.619 -14,16
2026-04-21 13F Beaumont Asset Management, L.L.C. 6.651 -15,12 2.444 -24,46
2026-05-15 13F Warren Averett Asset Management, LLC 27.186 -5,45 9.989 -15,83
2026-05-15 13F Mission Wealth Management, Lp 3.746 -3,30 1.376 -13,95
2026-04-24 13F Mitchell Mcleod Pugh & Williams Inc 1.453 -16,83 534 -22,42
2026-04-01 13F Vigilare Wealth Management 0 -100,00 0
2026-02-26 13F/A Authentikos Wealth Advisory, LLC 0 -100,00 0
2026-02-13 13F Boreal Capital Management LLC 0 -100,00 0
2026-05-12 13F Cascade Financial Partners, LLC 36.621 -1,76 13.456 -12,55
2026-05-07 13F Avidian Wealth Solutions, LLC 12.865 -0,15 4.727 -11,13
2025-12-16 13F Garde Capital, Inc. 0 -100,00 0
2026-05-12 13F Operose Advisors LLC 0 -100,00 0
2026-05-14 13F Empower Advisory Group, LLC 1.660 -38,45 610 -45,28
2026-05-14 13F Financial Advisors Network, Inc. 590 -1,67 217 -12,55
2026-04-21 13F Fingerlakes Wealth Management, Inc. 28.184 -3,81 10.356 -14,38
2026-05-14 13F Modern Wealth Management, LLC 2.376 -21,25 883 -29,08
2026-05-01 13F Wealthspire Advisors, LLC 8.645 -4,75 3.176 -15,22
2026-02-12 13F Commonwealth Equity Services, Llc 210.566 -6,44 86.915 96.472,22
2026-05-05 13F Regions Financial Corp 1.599 -1,24 588 -12,13
2026-05-11 13F Salomon & Ludwin, LLC 525 -16,00 195 -24,12
2026-02-06 13F GPS Wealth Strategies Group, LLC 45 -95,28 19 -95,30
2026-05-14 13F Us Bancorp \de\ 41.408 -7,15 15.243 -17,35
2026-04-22 13F LifeSteps Financial, Inc. 3.496 -5,90 1.284 -16,24
2026-04-23 13F Capital Investment Counsel, LLC 2.255 -25,03 829 -33,28
2026-04-29 13F BHK Investment Advisors, LLC 78.444 -0,55 28.824 -11,47
2026-05-12 13F Carr Financial Group Corp 5.602 -55,99 2.058 -60,83
2026-04-21 13F Old National Bancorp /in/ 4.555 -1,39 1.674 -12,22
2026-05-01 13F Capital Squared Financial LLC 3.347 -6,33 1.230 -16,62
2026-05-15 13F Weaver Consulting Group 2.492 -2,88 916 -13,60
2026-05-15 13F Smartleaf Asset Management LLC 279 -27,91 99 -39,13
2026-05-12 13F Belvedere Trading LLC Put 0 -100,00 0
2026-05-15 13F Cape Investment Advisory, Inc. 1.188 -17,61 437 -26,72
2026-05-01 13F Valmark Advisers, Inc. 7.959 -0,26 2.924 -11,21
2026-05-07 13F Pillar Financial Advisors, LLC 9.256 -2,33 3.401 -13,04
2026-06-01 13F Concorde Asset Management, LLC 0 -100,00 0
2026-05-12 13F Belvedere Trading LLC Call 0 -100,00 0
2026-05-14 13F Pinnacle Financial Partners, Inc. 7.125 -1,55 2.618 -12,35
2026-05-12 13F Channel Wealth Llc 787 -8,06 289 -18,13
2026-04-29 13F/A Salem Investment Counselors Inc 53.910 -1,79 19.809 -12,57
2026-02-11 13F Harpswell Capital Advisors, LLC 0 -100,00 0
2026-04-07 13F Ethos Capital Management, Inc. 3.294 -21,50 1.210 -30,14
2026-05-01 13F Strategic Financial Partners, Ltd. 11.736 -1,63 4.313 -12,43
2026-04-13 13F IFP Advisors, Inc 12.986 -1,41 4.772 -12,25
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-04-30 13F Costello Asset Management, INC 43 -53,76 16 -60,53
2026-05-14 13F JustInvest LLC 3.393 -1,25 1.247 -12,13
2026-05-11 13F Oxford Wealth Group, LLC 8.928 -5,97 3.281 -16,31
2026-05-14 13F We Are One Seven, LLC 16.398 -10,45 6.025 -20,28
2026-02-12 13F Colonial Trust Advisors 0 -100,00 0
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-04-20 13F McMahon Financial Advisors, LLC 1.572 -4,44 578 -15,02
2026-04-28 13F Integrated Advisors Network LLC 1.959 -48,37 720 -54,09
2026-04-08 13F Sharkey, Howes & Javer 9.923 -6,97 3.646 -17,17
2026-05-15 13F National Bank Of Canada /fi/ 1.153 -1,62 424 -12,42
2026-04-17 13F AdvisorNet Financial, Inc 197 -27,57 72 -35,71
2026-04-23 13F Intrua Financial, LLC 623 -46,98 229 -52,99
2026-04-20 13F Fiduciary Alliance LLC 13.318 -2,30 5.447 -3,18
2026-02-04 13F First National Advisers, LLC 0 -100,00 0
2026-05-07 13F AlTi Global, Inc. 3.812 -0,29 1.401 -11,28
2026-04-24 13F Financial Life Planners 6.522 -9,76 2.397 -19,65
2026-04-30 13F Accredited Investors Inc. 19.535 -2,42 7.178 -13,14
2026-05-06 13F Hartland & Co., LLC 92 -5,15 34 -17,50
2026-05-05 13F Almanack Investment Partners, LLC. 0 -100,00 0
2026-05-14 13F Ballentine Partners, LLC 8.758 -2,89 3.218 -13,54
2026-05-11 13F Beacon Capital Management, LLC 135.363 -13,35 49.738 -22,87
2026-04-08 13F Miracle Mile Advisors, LLC 893 -0,11 328 -11,11
2026-06-01 13F Flagship Wealth Advisors, Llc 0 -100,00 0
2026-04-15 13F Merit Financial Group, LLC 542.393 -14,28 199.297 -23,69
2026-01-16 13F Crowley Wealth Management, Inc. 0 -100,00 0
2026-05-14 13F Synergy Investment Management, LLC 1.776 -6,13 653 -16,41
2026-05-13 13F Cetera Investment Advisers 156.790 -17,36 57.611 -26,44
2026-05-07 13F First Command Advisory Services, Inc. 258 -53,43 95 -58,77
2026-05-15 13F Advisory Services Network, LLC 11.725 -2,95 4.308 -13,60
2026-02-03 13F Vantage Financial Partners, LLC 2.000 -2,15 826 0,36
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-05-06 13F ProVise Management Group, LLC 1.184 -0,17 435 -11,04
2026-04-21 13F Grimes & Company, Inc. 2.346 -0,38 862 -11,23
2026-05-08 13F Vontobel Holding Ltd. 2.010 -32,48 739 -39,90
2026-04-17 13F Nautilus Advisors LLC 0 -100,00 0
2026-04-13 13F/A Sunburst Financial Group, LLC 763 -2,18 280 -13,04
2026-05-16 13F Arete Wealth Advisors, LLC 0 -100,00 0
2026-05-14 13F Apriem Advisors 63.152 -36,34 23.205 -43,33
2026-05-15 13F DV Trading LLC 0 -100,00 0
2026-04-17 13F BCS Wealth Management 920 -48,66 338 -54,26
2026-04-29 13F Richmond Investment Services, LLC 875 -2,78 322 -13,48
2026-04-27 13F Great Point Wealth Advisors, LLC 0 -100,00 0
2026-02-13 13F Blueshift Asset Management, LLC 0 -100,00 0
2026-04-24 13F Essex Financial Services, Inc. 2.813 -4,42 1.033 -14,91
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 1.321 -27,85 485 -35,76
2026-05-12 13F Avant Capital LLC 5.981 -0,65 2.198 -11,55
2026-05-13 13F Brinker Capital Investments, LLC 2.113 -82,66 776 -84,57
2026-04-28 13F Stratos Wealth Partners, LTD. 17.132 -10,18 6.295 -20,04
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 125 -13,19 46 -23,73
2026-04-22 13F Apollon Wealth Management, LLC 1.326 -0,38 487 -11,29
2026-05-08 13F Clarion Wealth Managment Partners, LLC 867 -2,80 319 -13,59
2026-05-13 13F Synergy Financial Management, LLC 565 -21,31 208 -30,07
2026-04-20 13F LS Investment Advisors, LLC 1.710 -3,93 628 -14,44
2026-05-14 13F Jump Financial, LLC 0 -100,00 0
2026-05-13 13F/A MWA Asset Management 952 -5,74 350 -15,87
2026-05-04 13F Nadler Financial Group, Inc. 0 -100,00 0
2026-04-22 13F Janney Montgomery Scott LLC 0 -100,00 0
2026-05-05 13F Zeit Capital LLC 55.241 -2,31 20.298 -13,04
2026-05-04 13F Glassman Wealth Services 0 -100,00 0
2026-04-07 13F Park Avenue Securities Llc 0 -100,00 0
2026-04-28 13F Angeles Investment Advisors, LLC 2.893 -98,68 1.063 -98,82
2026-01-16 13F Bangor Savings Bank 0 -100,00 0
2026-04-17 13F Fifth Third Wealth Advisors LLC 577 -0,17 212 -10,92
2026-05-01 13F Midwest Trust Co 3.413 -0,84 1.254 -11,69
2026-04-17 13F Ambassador Advisors, LLC 0 -100,00 0
2026-05-12 13F Entrust Financial Llc 1.358 -4,37 499 -14,87
2026-04-16 13F Capstone Wealth Management Group LLC 1.451 -21,06 533 -29,68
2026-04-20 13F SILVER OAK SECURITIES, Inc 14.531 -33,70 5.339 -41,44
2026-04-21 13F Kingsman Wealth Management, Inc. 0 -100,00 0
2026-04-27 13F Serenus Wealth Advisors, LLC 1.873 -2,55 688 -13,24
2026-04-10 13F Field & Main Bank 50 -29,58 18 -37,93
2026-05-15 13F Susquehanna International Group, Llp Call 54.800 -13,29 20.136 -22,82
2026-05-15 13F Susquehanna International Group, Llp Put 10.800 -12,20 3.968 -21,84
2026-04-23 13F Summit Investment Advisory Services, LLC 2.122 -2,53 780 -13,25
2026-02-11 13F TruNorth Capital Management, LLC 0 -100,00 0
2026-04-15 13F Optivise Advisory Services LLC 1.625 -3,85 597 -14,35
2026-04-23 13F Manchester Financial Inc 745 -5,93 274 -16,26
2026-05-05 13F Sanctuary Advisors, LLC 52.672 -1,73 19.354 -12,52
2026-04-21 13F Venturi Wealth Management, LLC 0 -100,00 0
2026-05-06 13F LPL Financial LLC 1.154.761 -1,63 424.305 -12,43
2026-04-17 13F Sovereign Financial Group, Inc. 4.867 -1,97 1.788 -12,74
2026-04-09 13F Teamwork Financial Advisors, LLC 565 -0,53 208 -11,54
2026-04-15 13F Parsons Capital Management Inc/ri 2.301 -12,04 845 -21,69
2026-05-05 13F Plante Moran Financial Advisors, LLC 16 -86,21 6 -89,36
2026-05-07 13F Bucket List Wealth Management, LLC 6.939 -3,60 2.550 -14,20
2026-05-08 13F Align Financial, LLC 270 -99,83 99 -38,89
2026-04-28 13F Altfest L J & Co Inc 0 -100,00 0
2026-05-01 13F Rakuten Securities, Inc. 21 -12,50 8 -22,22
2026-05-04 13F TFR Capital, LLC. 910 -5,31 334 -15,66
2026-04-15 13F Redhawk Wealth Advisors, Inc. 10.635 -2,56 3.908 -13,25
2026-05-14 13F Natixis 281 -21,07 101 -31,76
2026-05-15 13F Alliancebernstein L.p. 982 -1,60 405 -1,46
2026-05-12 13F Voya Financial Advisors, Inc. 0 -100,00 0
2026-04-28 13F Bfsg, Llc 23 -67,61 8 -72,41
2026-05-13 13F Jaffetilchin Investment Partners, LLC 4.169 -11,54 1.532 -21,29
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 93.820 -32,44 34.647 -39,64
2026-04-16 13F Center For Asset Management LLC 20.074 -3,17 7.376 -13,80
2026-04-20 13F Dopkins Wealth Management, Llc 6.041 -2,34 2.220 -13,08
2026-05-01 13F Concord Wealth Partners 0 -100,00 0
2026-05-11 13F Umb Bank N A/mo 1.034 -1,62 380 -12,47
2026-04-21 13F Berkshire Money Management, Inc. 0 -100,00 0
2026-05-15 13F Bank Of America Corp /de/ 2.033.250 -1,24 747.097 -12,09
2026-04-27 13F Qrg Capital Management, Inc. 810 -15,45 298 -24,81
2026-02-04 13F 49 Wealth Management, Llc 0 -100,00 0
2026-05-15 13F Clark Capital Management Group, Inc. 3.973 -25,46 1.460 -33,68
2026-04-21 13F Systelligence, LLC 0 -100,00 0
2026-04-21 13F Echo Wealth Management, LLC 3.138 -11,71 1.153 -21,35
2026-05-11 13F Hansen & Associates Financial Group, Inc. 619 -2,98 230 -8,73
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 54.205 -6,56 19.917 -16,81
2026-04-20 13F Oak Family Advisors, Llc 0 -100,00 0
2026-04-20 13F Focused Wealth Management, Inc 34.191 -0,95 12.563 -11,83
2026-04-28 13F Fee-Only Financial Planning, L.C. 4.100 -2,38 1.507 -13,10
2026-05-01 13F Anchor Investment Management, LLC 860 -0,92 316 -12,01
2026-04-22 13F Ifrah Financial Services, Inc. 12.198 -3,91 4.482 -14,47
2026-04-23 13F Embree Financial Group 1.469 -3,10 540 -13,76
2026-04-14 13F LifePlan Financial, LLC 3.796 -3,83 1.395 -14,43
2026-05-05 13F Dahring | Cusmano Llc 1.095 -5,60 402 -15,90
2026-05-12 13F Pacific Center for Financial Services 34.027 -2,29 12.503 -10,79
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0
2026-04-21 13F Crown Wealth Group, LLC 3.035 -5,10 1.115 -15,47
2026-05-04 13F Procyon Private Wealth Partners, LLC 4.006 -0,84 1.472 -11,76
2026-04-24 13F FRG Family Wealth Advisors LLC 5.376 -2,98 1.975 -13,64
2026-04-29 13F Sather Financial Group Inc 0 -100,00 0
2026-04-21 13F International Private Wealth Advisors LLC 0 -100,00 0
2026-04-30 13F Cherry Creek Investment Advisors, Inc. 5.898 -6,10 2.167 -16,40
2026-04-27 13F Turtle Creek Wealth Advisors, LLC 2.894 -15,08 1.063 -24,40
2026-04-28 13F SBI Securities Co., Ltd. 1.834 -3,68 674 -14,27
2026-05-04 13F Greenspring Advisors, LLC 1.154 -33,64 424 -41,00
2026-04-28 13F David Kennon Inc 1.591 -0,81 585 -11,78
2026-05-11 13F Ashton Thomas Private Wealth, LLC 964 -86,77 354 -88,23
2026-04-17 13F United Advisor Group, LLC 1.716 -5,82 630 -16,22
2026-04-22 13F SC&H Financial Advisors, Inc. 736 -9,69 270 -19,64
2026-06-02 13F Blue Edge Capital, LLC 91.387 -6,24 33.579 -16,54
2026-05-14 13F Regal Investment Advisors LLC 1.460 -74,53 537 -77,35
2026-05-14 13F First International Bank of Israel Ltd. 0 -100,00 0
2026-05-15 13F Estate Counselors, LLC 0 -100,00 0
2026-01-13 13F SMI Advisory Services, LLC 0 -100,00 0
2026-05-12 13F Aspiriant, Llc 2.597 -9,89 954 -19,76
2026-05-15 13F Morgan Stanley 2.549.417 -3,84 936.758 -14,40
2026-04-24 13F Flagship Private Wealth, LLC 12.976 -1,12 4.768 -11,96
2026-04-21 13F Laurel Oak Wealth Management, Llc 946 -8,51 348 -18,54
2026-05-12 13F Dogwood Wealth Management LLC 21 -4,55 8 -22,22
2026-05-05 13F Ethos Financial Group, LLC 7.058 -25,19 2.593 -33,41
2026-05-06 13F Fort Sheridan Advisors Llc 3.379 -3,76 1.242 -14,35
2026-05-12 13F Insigneo Advisory Services, Llc 11.272 -4,17 4.142 -14,71
2026-04-16 13F Waystone Advisors Llc 21.681 -2,97 7.966 -13,63
2026-05-11 13F Sage Mountain Advisors LLC 1.016 -70,43 373 -73,70
2026-04-21 13F Maridea Wealth Management LLC 11.457 -4,65 4.210 -15,12
2026-02-13 13F Nicolet Advisory Services, Llc 4.112 -0,17 1.709 2,58
2026-05-11 13F National Wealth Management Group, LLC 2.199 -14,64 808 -24,08
2026-04-21 13F Strategic Equity Management 0 -100,00 0
2026-04-07 13F Eastern Bank 108 -80,40 40 -82,82
2026-04-16 13F OxenFree Capital LLC 930 -7,92 380 -8,87
2026-04-28 13F Robertson Stephens Wealth Management, LLC 3.751 -61,35 1.378 -65,60
2026-05-08 13F Truepoint, Inc. 0 -100,00 0
2026-04-21 13F Trilogy Capital Inc. 690 -6,12 254 -16,50
2026-05-04 13F Mirae Asset Global Investments Co., Ltd. 0 -100,00 0
2026-05-05 13F Black Diamond Financial, LLC 208.474 -5,36 76.602 -15,76
2026-05-14 13F Tamar Securities, LLC 0 -100,00 0
2026-04-13 13F Mather Group, Llc. 11.408 -1,70 4.192 -12,51
2026-04-21 13F Buttonwood Financial Advisors Inc. 1.833 -6,34 673 -16,60
2026-05-12 13F Ameritas Advisory Services, LLC 53.214 -4,07 19.553 -14,61
2026-04-30 13F Griffin Asset Management, Inc. 5.441 -23,32 1.999 -31,73
2026-05-14 13F Rockefeller Capital Management L.P. 239.281 -2,10 87.921 -12,85
2026-05-13 13F Calton & Associates, Inc. 596 -79,24 219 -81,59
2026-05-01 13F Thrivent Financial For Lutherans 2.622 -34,20 1 -100,00
2026-04-28 13F Quent Capital, LLC 2.443 -1,17 898 -12,06
2026-05-08 13F Creekmur Asset Management LLC 0 -100,00 0
2026-04-28 13F Busey Wealth Management 773 -0,51 284 -11,25
2026-05-11 13F POM Investment Strategies, LLC 0 -100,00 0
2026-05-07 13F VCU Investment Management Co 0 -100,00 0
2026-04-21 13F Encompass Wealth Advisors, Llc 10.575 -0,10 3.886 -11,08
2026-04-13 13F Total Investment Management Inc 0 -100,00 0
2026-04-28 13F Flagship Harbor Advisors, Llc 7.427 -25,60 2.729 -33,76
2026-01-15 13F Alpine Bank Wealth Management 0 -100,00 0 -100,00
2026-05-20 13F SOA Wealth Advisors, LLC. 1.237 -10,88 454 -20,63
2026-04-10 13F Novem Group 0 -100,00 0
2026-04-30 13F Money Concepts Capital Corp 6.979 -5,36 2.564 -15,74
2026-05-08 13F Sofos Investments, Inc. 77 -25,24 28 -33,33
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-01-30 13F Strategic Blueprint, LLC Call 0 -100,00 0 -100,00
2026-04-22 13F Fearless Solutions, LLC dba Best Invest 6.193 -2,55 2.275 -13,27
2026-01-14 13F One Wealth Management Investment & Advisory Services, LLC 616 -3,14 254 -0,39
2026-05-11 13F Linscomb & Williams, Inc. 0 -100,00 0
2026-04-23 13F Blackston Financial Advisory Group, LLC 44.115 -0,44 16.210 -11,37
2026-04-10 13F Centurion Wealth Management LLC 1.974 -0,65 725 -11,59
2026-05-15 13F XTX Topco Ltd 2.780 -67,70 1.021 -71,26
2026-05-05 13F Fisher Asset Management, LLC 8.266 -19,00 3.038 -27,90
2026-04-30 13F Titleist Asset Management, Llc 812 -3,10 298 -13,62
2026-02-04 13F Community Bank, N.A. 0 -100,00 0
2026-02-12 13F Renaissance Technologies Llc 0 -100,00 0
2026-04-10 13F Wealth Group Ltd 1.005 -5,63 369 -15,95
2026-05-12 13F/A Ogorek Anthony Joseph /ny/ /adv 29 -30,95 0
2026-05-12 13F Resurgent Financial Advisors LLC 1.415 -11,89 520 -21,60
2026-05-14 13F Hazlett, Burt & Watson, Inc. 1.221 -0,65 0
2026-05-11 13F Vantagepoint Investment Advisers Llc 859.017 -1,84 315.637 -12,62
2026-04-30 13F First Horizon Corp 3.369 -0,41 1.238 -11,39
2026-05-01 13F Eq Wealth Advisors, Llc 0 -100,00 0
2026-01-29 13F Vanguard Group Inc 21.578 -1,01 8.907 1,53
2026-05-05 13F Smith, Moore & Co. 1.561 -8,55 574 -18,61
2026-05-12 13F Rsm Us Wealth Management Llc 20.651 -2,54 7.587 -13,93
2026-05-15 13F AlphaCore Capital LLC 19.776 -12,20 7.267 -21,85
2026-05-12 13F Ausdal Financial Partners, Inc. 4.341 -3,12 1.595 -13,74
2026-02-17 13F Camarda Financial Advisors, LLC 0 -100,00 0
2026-04-17 13F High Net Worth Advisory Group LLC 8.934 -5,12 3.283 -15,54
2026-04-27 13F AMG Asset Management Group, Inc. 0 -100,00 0
2026-05-04 13F Modus Advisors, LLC 0 -100,00 0
2026-05-13 13F Bank Of Montreal /can/ 1.792 -14,75 659 -24,11
2026-05-07 13F Florida Financial Advisors, Llc 3.684 -12,76 1.354 -22,32
2026-05-06 13F Angeles Wealth Management, Llc 571.184 -3,10 209.876 -13,74
2026-05-01 13F Harwood Advisory Group, LLC 26.832 -7,49 9.859 -17,65
2026-05-12 13F Tiaa Trust, National Association 0 -100,00 0
2026-05-12 13F Bnp Paribas Arbitrage, Sa 0 -100,00 0
2026-04-21 13F OneAscent Financial Services LLC 589 -19,86 216 -28,71
2026-05-11 13F Guardian Capital, LLC 2.194 -13,83 806 -23,24
2026-05-15 13F Van Eck Associates Corp 32 -21,95 0
2026-02-04 13F CAP Partners, LLC 0 -100,00 0
2026-04-16 13F BCO Wealth Management LLC 1.347 -6,39 495 -16,69
2026-04-24 13F Means Investment Co., Inc. 95.771 -0,95 35.190 -11,82
2026-04-15 13F Bernardo Wealth Planning LLC 103.956 -3,17 38.198 -13,80
2026-04-21 13F Welch Group, LLC 769 -5,99 283 -16,32
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-05-07 13F Intellus Advisors LLC 1.064 -5,42 391 -15,95
2026-05-04 13F Rodgers & Associates, LTD 1.748 -0,85 642 -11,69
2026-02-17 13F Main Street Financial Solutions, LLC 8.277 -9,53 3.416 -7,20
2026-05-01 13F Heritage Investment Group, Inc. 1.497 -6,90 550 -17,04
2026-05-14 13F Captrust Financial Advisors 869.407 -18,28 319.403 -27,27
2026-05-07 13F Wells Financial Advisors INC 4.800 -71,32 1.764 -74,48
2026-05-12 13F Invesco Ltd. 610 -27,12 224 -35,07
2026-04-03 13F Global Wealth Strategies & Associates 0 -100,00 0
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 60.594 -14,15 22.337 -23,34
2026-05-13 13F Parkside Financial Bank & Trust 192 -17,24 70 -26,32
2026-05-07 13F Francis Financial, Inc. 5.927 -7,61 2.178 -17,76
2026-04-14 13F Valicenti Advisory Services Inc 20.733 -0,58 8 -12,50
2026-04-09 13F Brown Wealth Management, Llc 1.241 -0,24 456 -11,31
2026-05-14 13F CIBC World Markets Inc. 0 -100,00 0
2026-05-08 13F Maia Wealth LLC 659 -15,94 242 -20,13
2026-05-01 13F Emerald Investment Partners, Llc 43.954 -1,55 16.133 -12,47
2026-05-15 13F Tudor Investment Corp Et Al 2.616 -78,54 961 -80,41
2026-04-28 13F Golden State Wealth Management, LLC 0 -100,00 0
2026-01-14 13F Onyx Financial Advisors, LLC 0 -100,00 0
2026-05-13 13F Buckingham Strategic Partners 19.237 -0,29 7.069 -11,23
2026-05-14 13F StoneX Group Inc. 4.445 -30,72 1.633 -38,33
2026-05-15 13F Vestmark Advisory Solutions, Inc. 36.102 -5,42 13.265 -15,80
2026-04-13 13F Gateway Investment Advisers Llc 0 -100,00 0
2026-05-05 13F HighTower Advisors, LLC 226.497 -1,30 83.226 -12,13
2026-02-17 13F VestGen Advisors, LLC 0 -100,00 0
2026-02-12 13F BRYN MAWR TRUST Co 0 -100,00 0 -100,00
2026-05-01 13F Clarity Financial LLC 62.697 -12,89 23.037 -22,46
2026-05-14 13F Capital Planning Advisors, LLC 0 -100,00 0
2026-02-06 13F Cornerstone Management, Inc. 0 -100,00 0
2026-04-21 13F Centennial Advisors, LLC 1.180 -2,16 434 -12,88
2026-05-01 13F Richardson Financial Services Inc. 2.508 -3,02 922 -13,68
2026-05-11 13F Peak Retirement Planning, Inc. 1.109 -10,92 407 -20,66
2026-04-07 13F Orgel Wealth Management, LLC 0 -100,00 0
2026-05-04 13F Mml Investors Services, Llc 89.900 -18,37 33.033 -27,33
2026-05-22 13F WNY Asset Management, LLC 8.526 -6,85 3.133 -14,96
2026-04-13 13F Sherman Wealth Management LLC 32.262 -0,78 11.854 -11,67
2026-04-27 13F Latitude Advisors, LLC 1.718 -2,83 631 -13,44
2026-04-17 13F Willner & Heller, Llc 4.540 -0,26 1.668 -11,18
2026-05-13 13F Franklin Resources Inc 1.043 -10,78 383 -20,54
2026-01-29 13F Comerica Bank 228.033 -34,53 94.125 -32,85
2026-01-22 13F Triad Wealth Partners, LLC 0 -100,00 0
2026-05-01 13F BKD Wealth Advisors, LLC 899 -16,99 330 -26,17
2026-01-16 13F Tenon Financial LLC 0 -100,00 0
2026-05-15 13F Goldman Sachs Group Inc 94.079 -25,77 34.568 -33,92
2026-05-13 13F GeoWealth Management, LLC 857 -36,99 315 -44,03
2026-04-17 13F Signal Advisors Wealth, LLC 2.095 -6,85 770 -17,13
2026-04-23 13F Ewa, Llc 0 -100,00 0
2026-05-11 13F Penserra Capital Management LLC 0 -100,00 0
2026-04-08 13F Eclectic Associates Inc /adv 1.047 -34,03 385 -41,37
2026-04-09 13F Wedmont Private Capital 533 -54,79 205 -58,28
2026-04-30 13F Mv Capital Management, Inc. 150 -21,88 55 -30,38
2026-05-13 13F Monograph Wealth Advisors, Llc 1.017 -16,30 374 -25,55
2026-05-13 13F Principal Securities, Inc. 11.485 -13,69 4.220 -23,18
2026-04-16 13F McClarren Financial Advisors, Inc. 21.112 -44,22 7.757 -9,03
2026-04-22 13F Networth Advisors, LLC 0 -100,00 0
2026-05-07 13F Cornerstone Advisors Asset Management, Inc 0 -100,00 0
2026-05-07 13F Hollencrest Capital Management 3.170 -7,31 1.165 -17,51
2026-04-24 13F Prospect Financial Services LLC 0 -100,00 0
2026-04-23 13F Global Trust Asset Management, LLC 779 -17,48 286 -26,48
2026-05-05 13F Howard Capital Management Inc. 454.704 -64,05 167.076 -67,99
2026-04-08 13F Birchbrook, Inc. 15 -85,58 6 -88,10
2026-05-13 13F Garden State Investment Advisory Services LLC 5.532 -5,10 2.035 -15,49
2026-05-04 13F Gratus Wealth Advisors, LLC 162.614 -2,60 59.751 -13,29
2026-02-13 13F Headlands Technologies LLC 0 -100,00 0
2026-04-28 13F Fundamentun, Llc 31.535 -37,84 11.587 -44,67
2026-04-24 13F Keybank National Association/oh 5.155 -5,24 1.894 -15,63
2026-05-08 13F Stonebridge Financial Planning Group, LLC 1.607 -5,30 590 -15,71
2026-05-14 13F Dana Investment Advisors, Inc. 3.778 -2,12 1.388 -12,87
2026-04-16 13F Brookstone Capital Management 15.013 -0,40 5.516 -11,33
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