NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF - Proprietà istituzionale - Venditori

ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
US ˙ BATS ˙ US74348A4673

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
(%)
2026-04-22 13F Janney Montgomery Scott LLC 404.468 -9,63 43 -8,70
2026-04-17 13F LMG Wealth Partners, LLC 78.704 -0,18 8.343 1,68
2026-05-13 13F Cetera Investment Advisers 573.165 -11,31 60.761 -9,66
2026-05-13 13F Galilei Investment Office LLP 87.951 -34,43 9.321 -33,24
2026-05-15 13F Royal Bank Of Canada 1.360.095 -5,20 144.184 -3,43
2026-05-05 13F Sanctuary Advisors, LLC 152.023 -40,91 16.116 -39,82
2026-04-08 13F Mma Asset Management Llc 9.355 -1,77 992 0,00
2026-04-29 13F Richmond Investment Services, LLC 2.500 -0,79 265 0,76
2026-04-15 13F AlphaStar Capital Management, LLC 7.597 -2,21 805 -0,37
2026-04-29 13F WealthPLAN Partners, LLC 3.275 -74,65 347 -74,18
2026-04-27 13F TABR Capital Management, LLC 0 -100,00 0 -100,00
2026-06-02 13F/A Parallel Advisors, LLC 0 -100,00 0 -100,00
2026-04-23 13F Unify Financial Advisors 0 -100,00 0
2026-04-21 13F WMS Group LLC 22.739 -1,11 2.411 0,84
2026-04-28 13F Kingswood Wealth Advisors, Llc 25.055 -6,44 2.656 -4,70
2026-05-01 13F Hantz Financial Services, Inc. 152.951 -7,12 16 -5,88
2026-04-07 13F Comprehensive Financial Planning, Inc./PA 100 -8,26 11 -9,09
2026-05-15 13F Royal Capital Wealth Management, LLC 24.180 -4,89 2.563 -3,10
2026-05-14 13F Venture Visionary Partners LLC 38.026 -2,29 4.031 -4,79
2026-04-29 13F Global Strategic Investment Solutions, LLC 2.878 -2,14 305 -0,33
2026-05-04 13F Optima Capital Llc 0 -100,00 0
2026-05-14 13F EP Wealth Advisors, Inc. 15.031 -5,61 1.593 -3,86
2026-04-17 13F Signal Advisors Wealth, LLC 3.731 -17,73 396 -16,14
2026-04-21 13F Maseco Llp 0 -100,00 0
2026-05-12 13F Ausdal Financial Partners, Inc. 33.930 -5,84 3.597 -4,11
2026-05-06 13F Ritter Daniher Financial Advisory LLC / DE 1.165 -18,07 123 -16,89
2026-04-17 13F BCS Wealth Management 26.360 -52,18 2.794 -51,29
2026-04-24 13F CFC Planning Co LLC 6.082 -17,39 645 -15,93
2026-05-01 13F Concord Asset Management, LLC/VA 37.640 -1,41 3.990 0,43
2025-12-15 13F FNY Investment Advisers, LLC 0 -100,00 0
2026-04-20 13F MBA Advisors LLC 11.732 -6,68 1.244 -4,97
2026-05-04 13F Stirlingshire Investments, Inc. 3.681 -2,88 390 -1,02
2026-05-11 13F Savvy Advisors, Inc. 2.824 -1,57 299 0,34
2026-05-15 13F Citadel Advisors Llc 0 -100,00 0
2026-05-14 13F Catalytic Wealth RIA, LLC 18.869 -0,25 2.000 1,63
2026-04-08 13F Miracle Mile Advisors, LLC 2.293 -5,75 243 -3,95
2026-05-06 13F Gryphon Financial Partners LLC 5.516 -12,28 585 -10,70
2026-05-12 13F Strategic Wealth Partners, Ltd. 1.411 -6,62 150 -5,10
2026-04-22 13F Caldwell Trust Co 44.709 -3,17 4.740 -1,37
2026-04-10 13F IAM Advisory, LLC 383.198 -0,90 40.623 0,95
2026-05-14 13F StoneX Group Inc. 8.365 -12,21 887 -10,60
2026-05-04 13F Element Wealth, LLC 8.120 -0,64 861 1,18
2026-05-13 13F Buckingham Strategic Partners 4.469 -15,95 474 -14,47
2026-04-21 13F Meridian Financial, LLC 6.724 -10,77 713 -9,18
2026-04-08 13F AAFMAA Wealth Management & Trust LLC 8.400 -7,69 890 -6,02
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 34.340 -0,13 3.640 1,73
2026-05-13 13F Nwm Advisors, Llc 2.172 -2,86 230 -0,86
2026-04-30 13F Paladin Advisory Group, LLC 7.834 -1,48 830 0,36
2026-05-14 13F Betterment LLC 2.686 -14,27 0
2026-04-20 13F Cushing Capital Partners, LLC 27.520 -1,93 2.917 -0,10
2026-04-02 13F Lvm Capital Management Ltd/mi 3.290 -2,23 0
2026-02-17 13F Boreal Capital Management LLC 0 -100,00 0
2026-05-14 13F Us Bancorp \de\ 71.044 -1,96 7.531 -0,13
2026-04-10 13F Sage Investment Advisers LLC 2.463 -8,95 261 -7,12
2026-04-17 13F CENTRAL TRUST Co 3.565 -0,70 378 1,07
2026-05-05 13F BlueChip Wealth Advisors LLC 7.985 -3,27 846 -1,51
2026-04-13 13F Mather Group, Llc. 2.797 -6,30 296 -4,52
2026-03-27 13F Prosperity Wealth Management, Inc. 3.103 -0,29 323 0,63
2026-04-15 13F Curran Financial Partners, LLC 2.182 -15,46 231 -13,81
2026-02-12 13F CIBC Private Wealth Group, LLC 18.720 -5,97 1.948 -5,02
2026-02-11 13F Tiaa Trust, National Association 0 -100,00 0
2026-04-23 13F Harbor Investment Advisory, Llc 7.544 -4,26 800 -2,56
2026-04-15 13F Valley National Advisers Inc 5.175 -7,75 1
2026-05-08 13F Guidance Capital, Inc 4.381 -5,48 469 -7,50
2026-04-30 13F Petix & Botte Co 6.989 -49,90 1.482 2,07
2026-04-27 13F Oxbow Advisors, LLC 0 -100,00 0
2026-05-15 13F Brown Advisory Inc 4.107 -17,11 435 -15,53
2026-04-29 13F Mine & Arao Wealth Creation & Management, LLC. 5.479 -0,02 581 1,75
2026-05-15 13F Morgan Stanley 9.206.273 -4,58 975.957 -2,80
2026-04-24 13F Eagle Bay Advisors LLC 3.557 -5,90 377 -4,07
2026-04-22 13F Spirepoint Private Client, Llc 15.050 -1,89 1.595 -0,06
2026-05-06 13F Centennial Bank/AR/ 14.200 -17,68 1.505 -16,16
2026-02-12 13F BRYN MAWR TRUST Co 0 -100,00 0
2026-05-14 13F Spreng Capital Management, Inc. 6.479 -0,09 687 1,78
2026-02-17 13F SageView Advisory Group, LLC 4.323 -13,23 450 -12,48
2026-04-22 13F Investment Advisory Group, LLC 3.976 -6,67 421 -4,97
2026-05-07 13F Northwestern Mutual Wealth Management Co 127.260 -1,29 13.491 0,55
2026-02-12 13F Grey Fox Wealth Advisors, LLC 0 -100,00 0
2026-05-14 13F Coastal Bridge Advisors, LLC 3.214 -1,44 341 0,29
2026-05-08 13F Pnc Financial Services Group, Inc. 33.136 -31,72 3.513 -30,46
2026-04-15 13F Exchange Traded Concepts, Llc 0 -100,00 0
2026-04-29 13F Navalign, LLC 0 -100,00 0
2026-01-16 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0 -100,00 0 -100,00
2026-05-05 13F Marks Group Wealth Management, Inc 6.068 -4,95 643 -3,16
2026-05-04 13F Archer Investment Corp 19.819 -10,39 2.101 -8,69
2026-01-27 13F Summit Wealth Partners, LLC 0 -100,00 0 -100,00
2026-04-08 13F NorthCrest Asset Manangement, LLC 66.458 -33,20 7.040 -32,69
2026-05-12 13F BOK Financial Private Wealth, Inc. 0 -100,00 0
2026-04-07 13F Legacy Private Trust Co. 72.295 -5,27 7.664 -3,51
2026-05-05 13F Bank of New York Mellon Corp 13.094 -2,36 1.388 -0,50
2026-04-23 13F J.w. Cole Advisors, Inc. 71.367 -3,48 7.566 10,16
2026-05-04 13F Savant Capital, LLC 7.206 -0,68 764 1,06
2026-05-14 13F Jupiter Wealth Management LLC 19.445 -0,15 2.063 -6,53
2026-01-29 13F Comerica Bank 110.121 -4,40 11.460 -3,47
2026-05-13 13F First Trust Advisors Lp 0 -100,00 0
2026-04-15 13F Wealthcare Capital Partners, LLC 7.300 -0,12 774 1,71
2026-05-07 13F MONECO Advisors, LLC 13.311 -8,37 1.411 -6,62
2026-05-12 13F Kovack Advisors, Inc. 44.713 -2,89 4.738 -1,13
2026-04-17 13F Cora Capital Advisors Llc 14.768 -64,41 1.566 -63,76
2026-01-05 13F Chesapeake Asset Management Llc 0 -100,00 0 -100,00
2026-04-21 13F Laurel Oak Wealth Management, Llc 3.085 -12,71 327 -10,90
2026-01-30 13F Citizens Financial Group Inc/ri 0 -100,00 0 -100,00
2026-05-15 13F Change Path, LLC 1.936 -2,32 205 -0,49
2026-05-15 13F Hyundai Investments Co., Ltd. 2.602 -35,45 272 -35,55
2026-02-11 13F United Financial Planning Group LLC 0 -100,00 0
2026-04-23 13F Pathway Financial Advisers, LLC 11.729 -2,88 1.243 -1,04
2026-05-14 13F VestGen Advisors, LLC 0 -100,00 0
2026-04-07 13F Cooper Financial Group 2.144 -3,12 227 -1,30
2026-04-15 13F Paragon Capital Management Ltd 20.805 -21,85 2.206 -20,40
2026-05-14 13F Advisory Alpha, LLC 3.381 -2,23 359 -0,28
2026-05-15 13F Cape Investment Advisory, Inc. 0 -100,00 0
2026-05-04 13F Sigma Planning Corp 26.423 -3,11 2.801 -1,30
2026-05-06 13F Fiscal Wisdom Wealth Management, LLC 10.648 -2,86 1.129 -1,05
2026-05-13 13F/A Jpmorgan Chase & Co 83.711 -27,29 8.762 -26,87
2026-05-12 13F Tocqueville Asset Management L.p. 3.740 -23,12 396 -21,74
2026-02-11 13F OneAscent Financial Services LLC 0 -100,00 0 -100,00
2026-04-17 13F Essex Savings Bank 2.800 -9,68 297 -8,07
2026-05-15 13F Millennium Management Llc 0 -100,00 0
2026-05-12 13F Moneta Group Investment Advisors Llc 10.808 -2,84 1.146 -1,04
2026-05-13 13F Franklin Resources Inc 460 -21,37 49 -20,00
2026-04-13 13F Massmutual Trust Co Fsb/adv 3.534 -15,11 375 -13,63
2026-05-07 13F Cassaday & Co Wealth Management LLC 644.773 -0,85 68.352 0,99
2026-05-15 13F Empowered Funds, LLC 18.216 -8,08 1.931 -6,35
2026-04-20 13F CWA Asset Management Group, LLC 0 -100,00 0
2026-04-20 13F Inscription Capital, LLC 0 -100,00 0
2026-05-11 13F Garton & Associates Financial Advisors LLC 0 -100,00 0
2026-05-15 13F Fiduciary Trust Co 5.332 -3,27 565 -1,40
2026-05-14 13F O'ROURKE & COMPANY, Inc 59.607 -1,59 6.319 0,24
2026-04-28 13F Robertson Stephens Wealth Management, LLC 21.557 -1,72 2.285 0,13
2026-01-23 13F Rede Wealth, LLC 0 -100,00 0 -100,00
2026-04-22 13F Ticino Wealth 60.554 -3,63 7.052 7,83
2026-05-07 13F TCTC Holdings, LLC 0 -100,00 0
2026-05-04 13F Mml Investors Services, Llc 72.503 -2,89 7.686 -1,08
2026-02-17 13F First Manhattan Co 0 -100,00 0
2026-05-16 13F Arete Wealth Advisors, LLC 0 -100,00 0
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-05-15 13F Quest Investment Management Llc 120.387 -7,61 12.762 -5,88
2026-04-16 13F Swisher Financial Concepts, Inc. 5.206 -6,33 552 -4,67
2026-05-14 13F Diversified Enterprises, LLC 4.635 -7,17 491 -5,39
2026-02-09 13F Banco de Sabadell, S.A 0 -100,00 0 -100,00
2026-05-15 13F Summit Financial, LLC 73.632 -1,10 7.806 0,74
2026-04-30 13F Acorn Wealth Advisors, LLC 0 -100,00 0
2026-05-13 13F Mariner, LLC 99.414 -0,82 10.539 1,04
2026-04-15 13F Merit Financial Group, LLC 2.022 -25,41 214 -24,11
2026-04-24 13F DB&C Advisors, LLC 3.026 -8,94 321 -7,25
2026-04-21 13F Cypress Capital Advisors, LLC 57.501 -23,01 6.096 -21,58
2026-05-14 13F Guilbault Capital LLC 4.391 -20,48 465 -18,99
2026-05-14 13F CIBC World Markets Inc. 6.719 -0,93 712 0,99
2026-04-27 13F Qrg Capital Management, Inc. 3.937 -6,95 417 -5,23
2026-05-12 13F One Capital Management, LLC 48.856 -5,80 5.179 -4,04
2026-05-12 13F Benjamin Edwards Inc 53.408 -22,77 5.662 -21,33
2026-04-10 13F Finward Bancorp 15.926 -5,56 1.688 -3,76
2026-04-29 13F Cary Street Partners Financial Llc 7.910 -1,05 839 0,84
2026-04-27 13F Silver Lake Advisory, LLC 16.520 -15,37 1.751 -13,79
2026-04-14 13F Howland Capital Management Llc 3.408 -1,87 361 0,00
2026-05-01 13F Connecticut Wealth Management, LLC 25.334 -3,82 2.686 -2,04
2026-05-15 13F RMB Capital Management, LLC 11.548 -23,59 1.224 -22,14
2026-04-27 13F Truist Financial Corp 141.414 -12,75 14.991 -11,12
2026-05-28 13F Lavelle Capital Lp 4.313 -31,43 457 -30,12
2026-02-06 13F Tortoise Investment Management, LLC 0 -100,00 0 -100,00
2026-04-20 13F Tranquility Partners, LLC 2.475 -1,28 262 0,77
2026-04-24 13F Private Advisor Group, LLC 124.990 -8,18 13.250 -6,47
2026-02-06 13F GPS Wealth Strategies Group, LLC 1.735 -91,22 181 -91,16
2026-02-17 13F Optiver Holding B.V. 0 -100,00 0
2026-05-13 13F/A MWA Asset Management 2.211 -3,53 234 -1,68
2026-04-20 13F KFA Private Wealth Group, LLC 7.387 -2,88 783 -1,01
2026-05-14 13F Gwn Securities Inc. 2.424 -0,74 257 1,18
2026-05-04 13F Carrera Capital Advisors 224.050 -32,83 23.752 -31,57
2026-05-12 13F Circle Wealth Management, LLC 2.464 -4,12 261 -2,25
2026-04-28 13F Flagship Harbor Advisors, Llc 17.186 -0,82 1.822 1,00
2026-04-07 13F Eastern Bank 6.416 -7,36 680 -5,56
2026-02-12 13F Financial Engines Advisors L.L.C. 0 -100,00 0
2026-05-13 13F NewEdge Wealth, LLC 7.987 -1,40 847 0,36
2026-05-28 13F Cozad Asset Management Inc 38.499 -0,99 4.081 0,87
2026-05-05 13F Beaumont Financial Advisors, LLC 6.822 -0,55 723 1,40
2026-04-28 13F ORG Wealth Partners, LLC 4.480 -42,48 475 -41,48
2026-04-22 13F Promethium Advisors,llc 3.200 -5,63 339 -3,69
2026-05-06 13F Modera Wealth Management, LLC 0 -100,00 0
2026-05-12 13F Avant Capital LLC 33.153 -8,15 3.515 -6,44
2026-02-12 13F Hrt Financial Lp 0 -100,00 0
2026-05-14 13F Harvest Investment Services, LLC 10.750 -3,48 1.140 -1,73
2026-05-12 13F Rsm Us Wealth Management Llc 6.670 -1,80 707 -1,12
2026-05-11 13F Wells Fargo & Company/mn 1.816.435 -4,49 192.560 -2,71
2026-01-23 13F Invera Wealth Advisors, LLC 0 -100,00 0 -100,00
2026-04-29 13F Meitav Dash Investments Ltd 2.366 -23,58 251 -22,36
2026-04-24 13F Michels Family Financial, LLC 8.937 -0,62 947 1,28
2026-05-05 13F Atria Investments Llc 8.320 -29,16 882 -27,91
2026-04-24 13F Northwest Financial Advisors 15.829 -0,63 1.678 1,21
2026-05-01 13F Legacy Financial Strategies, LLC 4.331 -3,20 459 -1,29
2026-04-08 13F Moulton Wealth Management, Inc 6.004 -65,07 636 -64,57
2026-05-21 13F Verus Capital Partners, Llc 31.795 -4,49 3.371 -2,71
2026-05-15 13F D. E. Shaw & Co., Inc. 0 -100,00 0
2026-02-17 13F Cahill Financial Advisors Inc 0 -100,00 0 -100,00
2026-04-09 13F DHJJ Financial Advisors, Ltd. 26.314 -6,90 2.790 -5,17
2026-05-01 13F Kraft, Davis & Associates, LLC 73.483 -7,33 7.958 -7,21
2026-05-14 13F Jacobi Capital Management LLC 55.791 -1,86 5.914 -0,03
2026-04-17 13F/A Founders Financial Securities Llc 2.085 -45,59 225 -43,47
2026-05-04 13F Fagan Associates, Inc. 94.932 -1,45 10.064 0,38
2026-05-05 13F UBS Group AG 1.755.257 -1,83 186.075 0,00
2026-05-16 13F Sunbelt Securities, Inc. 4.526 -1,89 480 -0,21
2026-05-13 13F Tiemann Investment Advisors, Llc 0 -100,00 0
2026-04-28 13F Astoria Portfolio Advisors LLC. 3.848 -1,11 416 -5,90
2026-05-15 13F Chokshi & Queen Wealth Advisors, Inc 31.381 -1,59 3.327 0,24
2026-05-13 13F Bienville Capital Management, LLC 9.821 -37,47 1.041 -36,29
2026-05-14 13F Andrews Advisory Associates, LLC 2.882 -8,27 305 -6,44
2026-04-14 13F Prospera Financial Services Inc 39.481 -2,62 4.186 -0,81
2026-04-28 13F Quent Capital, LLC 1.050 -0,47 111 1,83
2026-05-12 13F Ellis Investment Partners, LLC 20.294 -3,08 2.151 -1,28
2026-05-14 13F First Commonwealth Financial Corp /pa/ 18.083 -5,72 1.917 -4,01
2026-05-05 13F Newbridge Financial Services Group, Inc. 62 -62,42 7 -64,71
2026-05-15 13F Quantinno Capital Management LP 20.389 -22,20 2.162 -20,76
2026-04-27 13F Sound Income Strategies, LLC 983 -32,16 104 -34,18
2026-05-11 13F United Capital Management of KS, Inc. 3.173 -3,06 336 -1,18
2026-04-13 13F Newman Dignan & Sheerar, Inc. 26.028 -0,77 2.759 1,10
2026-04-17 13F Sovereign Financial Group, Inc. 4.088 -2,83 433 -0,92
2026-05-15 13F Two Sigma Securities, Llc 0 -100,00 0
2026-04-08 13F Eclectic Associates Inc /adv 5.198 -36,56 551 -35,33
2026-05-15 13F Cerity Partners LLC 99.047 -28,14 10.500 -26,80
2026-01-30 13F Wealthstar Advisors, Llc 0 -100,00 0 -100,00
2026-04-10 13F Financial Partners Group, Inc 17.358 -54,17 1.840 -55,82
2026-05-15 13F Bank Of America Corp /de/ 4.432.858 -4,81 469.927 -3,03
2026-04-24 13F Syntax Research, Inc. 55.761 -2,51 5.911 -0,69
2026-04-27 13F Pensionmark Financial Group, Llc 61.825 -1,22 6.554 0,63
2026-05-01 13F Global Assets Advisory, LLC 0 -100,00 0
2026-05-14 13F Pinnacle Financial Partners, Inc. 23.196 -1,21 2.460 0,65
2026-04-27 13F Albion Financial Group /ut 31 -99,17 3 -99,22
2026-05-08 13F Sound Financial Strategies Group, LLC 11.185 -15,50 1.186 -13,94
2026-05-12 13F Dearborn Partners Llc 0 -100,00 0
2026-04-14 13F Nbc Securities, Inc. 9.726 -0,16 1.031 1,78
2026-02-17 13F Glenmede Trust Co Na 2.028 -19,30 211 -17,58
2026-04-23 13F Kerntke Otto McGlone Wealth Management Group 7.410 -1,25 786 0,64
2026-05-08 13F Moors & Cabot, Inc. 27.254 -2,56 2.889 -0,72
2026-05-12 13F Thoroughbred Financial Services, Llc 24.861 -7,18 3 0,00
2026-05-05 13F PFG Advisors 2.494 -1,58 264 0,38
2026-05-15 13F Silvercrest Asset Management Group Llc 3.825 -98,52 405 -98,49
2026-04-17 13F James J. Burns & Company, LLC 5.334 -0,34 565 1,44
2026-04-17 13F Atlas Brown,Inc. 21.975 -2,49 2.330 -0,68
2026-04-28 13F Westfuller Advisors, LLC 1.020 -35,36 108 -34,15
2026-04-15 13F Optivise Advisory Services LLC 3.700 -27,25 392 -25,90
2026-05-14 13F Wealth Alliance 5.598 -1,08 593 0,85
2026-01-30 13F Pure Portfolios Holdings Llc 25.517 -0,77 2.656 0,19
2026-05-12 13F IFG Advisory, LLC 0 -100,00 0
2026-04-27 13F Latitude Advisors, LLC 5.653 -5,52 599 -3,70
2026-05-01 13F Wealthspire Advisors, LLC 464.941 -2,32 49.288 -0,49
2026-04-14 13F Jeppson Wealth Management, Llc 9.548 -3,80 1.012 -1,94
2026-05-07 13F Cutler Investment Counsel Llc 31.882 -1,07 3.380 0,78
2026-05-14 13F Gladstone Institutional Advisory LLC 17.681 -1,80 1.874 0,05
2026-04-27 13F Three Cord True Wealth Management, LLC 27.935 -0,39 2.961 1,47
2026-04-28 13F Stephens Inc /ar/ 9.405 -44,42 997 -43,38
2026-04-20 13F McKinley Carter Wealth Services, Inc. 2.451 -31,82 260 -30,75
2026-04-24 13F Yousif Capital Management, Llc 18.969 -52,00 2.011 -53,05
2026-05-13 13F Kingdom Financial Group LLC. 37.560 -0,55 3.982 1,30
2026-04-22 13F Apollon Financial, LLC 44.223 -0,52 4.688 1,34
2026-05-13 13F Signature Equity Partners, LLC 35 -25,53 4 -25,00
2026-05-05 13F HighTower Advisors, LLC 144.844 -1,01 15.355 0,84
2026-04-16 13F Toth Financial Advisory Corp 174.026 -1,15 18.449 0,69
2026-05-08 13F Creekmur Asset Management LLC 0 -100,00 0
2026-04-27 13F PFG Investments, LLC 30.319 -2,23 3.214 -0,40
2026-05-26 13F Summit Financial Wealth Advisors, LLC 255.491 -1,29 27.085 0,55
2026-02-10 13F Arcadia Investment Management Corp/mi 0 -100,00 0
2026-04-20 13F Concurrent Investment Advisors, LLC 0 -100,00 0 -100,00
2026-05-19 13F Western Wealth Management, LLC 3.983 -7,29 422 -5,59
2026-04-13 13F Enclave Advisors LLC 9.332 -4,13 989 -2,27
2026-05-14 13F We Are One Seven, LLC 19.503 -6,33 2.068 -4,57
2026-04-29 13F Sanchez Wealth Management Group 17.212 -11,70 1.825 -10,06
2026-05-06 13F Simon Quick Advisors, Llc 0 -100,00 0
2026-04-24 13F Root Financial Partners, LLC 4 -99,73 0 -100,00
2026-05-15 13F Advisor Group Holdings, Inc. 440.873 -5,14 46.753 -3,37
2026-05-13 13F AE Wealth Management LLC 2.676 -16,61 284 -15,02
2026-05-12 13F Investor's Fiduciary Advisor Network, LLC 18.722 -5,52 2 -50,00
2026-05-14 13F Marble Wealth, LLC 37.894 -47,91 4.017 -46,94
2026-05-11 13F Aptus Capital Advisors, LLC 5.651 -63,23 599 -62,54
2026-05-14 13F Joseph P. Lucia & Associates, LLC 78.021 -1,19 8.271 0,65
2026-04-09 13F ASL Financial, LLC 6.876 -0,22 729 1,53
2026-04-30 13F Donaldson Capital Management, Llc 15.978 -6,59 1.694 -4,89
2026-05-15 13F Clark Capital Management Group, Inc. 0 -100,00 0
2026-03-03 13F NWF Advisory Services Inc. 0 -100,00 0
2026-04-21 13F Gilpin Wealth Management, Llc 2.585 -7,51 274 -5,52
2026-05-15 13F Qube Research & Technologies Ltd 0 -100,00 0
2026-05-13 13F Lido Advisors, LLC 19.910 -9,19 2.111 -7,09
2026-02-13 13F Kane Investment Management, Inc. 0 -100,00 0
2026-05-14 13F HighPoint Advisor Group LLC 29.836 -1,31 3.163 0,51
2026-05-05 13F Cherry Tree Wealth Management, LLC 2.043 -9,44 217 -7,69
2026-02-17 13F Capitolis Liquid Global Markets LLC 0 -100,00 0
2026-05-15 13F Advisory Services Network, LLC 25.200 -2,85 2.671 -1,04
2026-04-27 13F Koshinski Asset Management, Inc. 36.857 -3,24 3.907 -1,44
2026-04-13 13F IFP Advisors, Inc 8.026 -24,33 851 -22,94
2026-05-13 13F Freestone Capital Holdings, LLC 3.383 -2,17 359 -0,28
2026-05-05 13F Harel Insurance Investments & Financial Services Ltd. 3.597 -7,70 0
2026-01-23 13F Financial Connections Group, Inc. 0 -100,00 0
2026-04-16 13F Brookstone Capital Management 66.244 -10,77 7.022 -9,11
2026-04-24 13F Balentine LLC 23.495 -1,35 2.491 0,48
2026-04-10 13F Waldron Private Wealth LLC 2.324 -9,18 246 -7,52
2026-05-14 13F Aft, Forsyth & Company, Inc. 3.173 -6,76 336 -5,08
2026-05-11 13F Foundations Investment Advisors, LLC 5.020 -93,51 532 -93,39
2026-05-15 13F Susquehanna International Group, Llp 34.336 -23,62 3.640 -22,21
2026-01-27 13F Stillwater Wealth Management Group 0 -100,00 0 -100,00
2026-04-16 13F Consolidated Planning Corp 0 -100,00 0
2026-04-10 13F McCollum Christoferson Group LLC 0 -100,00 0
2026-05-13 13F PKS Advisory Services, LLC 10.239 -30,63 1.085 -29,36
2026-04-08 13F Capital Advisors Wealth Management, LLC 2.439 -14,93 259 -13,42
2026-05-04 13F Kellett Schaffner Wealth Advisors LLC 7.178 -1,37 761 0,40
2026-05-08 13F Macroview Investment Management Llc 19.036 -2,59 2.018 -0,74
2026-05-15 13F Turim 21 Investimentos Ltda. 0 -100,00 0
2026-01-12 13F Shira Ridge Wealth Management 0 -100,00 0 -100,00
2026-05-05 13F Putnam Fl Investment Management Co 3.592 -17,43 381 -15,93
2026-05-12 13F ForthRight Wealth Management, LLC 171.248 -7,87 18.154 -6,16
2026-04-15 13F Lighthouse Financial Services Inc /adv 6.063 -1,97 653 1,40
2026-05-27 13F Allen Capital Group, LLC 36.423 -2,43 3.861 -0,62
2026-05-07 13F Coastwise Capital Group, LLC 0 -100,00 0
2026-04-17 13F AdvisorNet Financial, Inc 2.482 -49,86 263 -48,93
2026-02-17 13F Main Street Financial Solutions, LLC 0 -100,00 0
2026-04-27 13F Commonwealth Equity Services, Llc 0 -100,00 0 -100,00
2026-05-11 13F Guardian Capital, LLC 2.747 -12,74 291 -11,01
2026-04-17 13F Wealthbridge Capital Management, Llc 15.543 -2,77 1.648 -0,96
2026-04-22 13F Coston, McIsaac & Partners 87.636 -3,15 9 0,00
2026-04-09 13F Key Client Fiduciary Advisors, LLC 5.925 -1,64 628 0,32
2026-04-06 13F Karras Company, Inc. 3.849 -0,54 408 1,49
2026-01-30 13F Renasant Bank 0 -100,00 0 -100,00
2026-04-22 13F Apollon Wealth Management, LLC 24.125 -16,85 2.558 -15,30
2026-05-22 13F WNY Asset Management, LLC 2.132 -85,67 226 -85,26
2026-04-15 13F LongView Wealth Management 3.918 -3,35 422 -3,44
2026-04-10 13F Wealth Group Ltd 26.551 -2,92 2.814 -1,16
2026-05-15 13F/A Independent Financial Group, Llc 20.373 -4,10 2.160 -2,35
2026-02-18 13F Financial Advisory Service, Inc. 6.946 -1,45 723 -0,55
2026-02-13 13F Ieq Capital, Llc 0 -100,00 0
2026-04-10 13F Benin Management CORP 6.725 -5,28 713 -3,52
2026-02-10 13F Evolution Wealth Management Inc. 0 -100,00 0 -100,00
2026-04-20 13F Provenance Wealth Advisors, LLC 5.800 -3,17 615 -1,44
2026-04-22 13F Clear Creek Financial Management, LLC 3.308 -4,00 351 -2,23
2026-04-28 13F Cypress Capital, LLC 66.649 -25,72 7.065 -24,33
2026-05-14 13F Mission Creek Capital Partners, Inc. 9.292 -9,21 985 -7,51
2026-04-16 13F Annex Advisory Services, LLC 5.075 -11,11 538 -9,43
2026-04-30 13F Roman Butler Fullerton & Co 40.043 -7,38 4.319 -8,84
2026-05-05 13F Premier Financial Group 0 -100,00 0
2026-02-13 13F Oarsman Capital, Inc. 0 -100,00 0
2026-04-22 13F Spire Wealth Management 1.437 -2,44 152 -0,65
2026-04-20 13F Dagco, Inc. 2.175 -9,38 231 -7,63
2026-05-13 13F BTS Asset Management, Inc. 2.841 -1,39 301 0,33
2026-05-13 13F WealthCollab, LLC 0 -100,00 0
2026-05-08 13F Prime Capital Investment Advisors, LLC 47.424 -5,50 5.027 -3,73
2026-04-30 13F Stablepoint Partners, LLC 2.755 -2,72 292 -0,68
2026-05-11 13F Eldridge Investment Advisors, Inc. 5.719 -69,38 606 -68,81
2026-04-29 13F Carnegie Lake Advisors LLC 22.954 -12,70 2.433 -11,07
2026-05-01 13F Guardian Wealth Advisors, LLC 0 -100,00 0
2026-05-06 13F Hershey Financial Advisers, LLC 0 -100,00 0
2026-05-15 13F Equitable Holdings, Inc. 144.674 -6,71 15.056 -6,71
2026-04-28 13F Stratos Wealth Partners, LTD. 37.226 -3,10 3.946 -1,30
2026-04-17 13F RFG Advisory, LLC 0 -100,00 0
2026-05-22 13F Coastline Complete Wealth LLC 25.068 -44,56 2.657 -43,53
2026-05-12 13F Summit Trail Advisors, Llc 0 -100,00 0
2026-04-16 13F Tactive Advisors, LLC 16.185 -7,11 1.716 -5,41
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 426.824 -8,23 45 -6,25
2026-05-13 13F May Barnhard Investments LLC 12.856 -3,10 1.363 -1,30
2026-05-14 13F Neuberger Berman Group LLC 264.681 -4,94 28.059 -3,17
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-01-12 13F Heartwood Wealth Advisors LLC 0 -100,00 0 -100,00
2026-05-14 13F Bright Financial Advisors, Inc. 16.799 -1,21 1.781 0,62
2026-04-14 13F Focus Financial Network, Inc. 6.671 -19,02 707 -17,50
2026-05-14 13F Hilltop Holdings Inc. 3.466 -8,31 367 -6,62
2026-02-13 13F Atlas Capital Advisors Llc 0 -100,00 0
2026-05-06 13F LPL Financial LLC 3.025.065 -2,94 320.687 -1,13
2026-05-14 13F Raymond James Financial Inc 1.738.196 -6,58 184.266 -4,84
2026-05-14 13F Atomi Financial Group, Inc. 14.327 -0,56 1.519 1,27
2026-04-27 13F HB Wealth Management, LLC 7.611 -9,11 807 -7,46
2026-04-28 13F WESPAC Advisors, LLC 0 -100,00 0
2026-05-13 13F Federation des caisses Desjardins du Quebec 5.357 -0,83 568 0,89
2026-01-20 13F Wall Street Access Asset Management, LLC 0 -100,00 0 -100,00
2026-02-06 13F Global Retirement Partners, LLC 38.732 -5,43 4.031 -4,52
2026-05-01 13F Concord Wealth Partners 38.497 -0,86 4.081 1,01
2026-04-17 13F Watershed Private Wealth Llc 0 -100,00 0
2026-04-08 13F High Point Wealth Management, LLC 11.323 -13,94 1.200 -12,34
2026-05-12 13F Ameritas Advisory Services, LLC 5.292 -16,07 561 -14,63
2026-05-07 13F Confluence Wealth Services, Inc. 7.626 -0,26 808 1,64
2026-05-06 13F Sound View Wealth Advisors Group, LLC 20.165 -1,15 2.138 0,71
2026-05-04 13F 1st Source Bank 5.620 -40,37 596 -39,29
2026-04-30 13F Valued Wealth Advisors LLC 293 -1,01 31 3,33
2026-05-15 13F Mercer Global Advisors Inc /adv 78.184 -36,55 8.288 -30,56
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 2.004 -12,11 212 -10,55
2026-05-15 13F IHT Wealth Management, LLC 37.366 -18,13 3.961 -16,59
2026-04-28 13F DGS Capital Management, LLC 2.901 -6,81 308 -4,95
2026-05-15 13F Walsh & Associates, LLC 10.537 -2,29 1.117 -0,53
2026-04-27 13F Tsfg, Llc 637 -2,45 0
2026-02-13 13F Pine Valley Investments Ltd Liability Co 4.758 -4,03 495 -3,13
2026-05-13 13F Transcend Wealth Collective, Llc 69.114 -2,14 7.327 -0,31
2026-05-15 13F Ameriprise Financial Inc 455.619 -14,45 48.300 -12,85
2026-05-13 13F SRS Capital Advisors, Inc. 1.615 -45,25 171 -44,30
2026-03-19 13F Painted Porch Advisors LLC 0 -100,00 0
2026-04-24 13F KPP Advisory Services LLC 26.801 -6,68 2.841 -4,92
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-01-28 13F Cornerstone National Bank & Trust Co 0 -100,00 0 -100,00
2026-05-13 13F Brinker Capital Investments, LLC 5.705 -13,18 605 -11,57
2026-05-08 13F Comprehensive Financial Consultants Institutional, Inc. 20.240 -18,42 2.146 -16,89
2026-04-13 13F BKA Wealth Consulting, Inc. 3.510 -3,47 372 -1,59
2026-04-29 13F CFS Investment Advisory Services, LLC 94.463 -5,17 10.279 -0,85
2026-05-05 13F D.a. Davidson & Co. 73.986 -0,66 7.843 1,19
2026-04-21 13F Keystone Financial Services, LLC 3.875 -1,05 411 0,74
2026-04-23 13F Financial & Tax Architects, LLC 71.692 -19,15 7.600 -17,64
2026-04-15 13F Dedeker Financial LLC 0 -100,00 0
2026-05-14 13F August Group Capital Ltd 0 -100,00 0
2026-05-05 13F Kickstand Ventures, Llc. 6.545 -1,50 694 0,29
2026-05-15 13F United Capital Financial Advisers, Llc 120.828 -3,48 12.805 -1,71
2026-04-29 13F BEAM Asset Management, LLC 20.088 -1,26 2.130 0,57
2026-04-15 13F Fifth Third Securities, Inc. 26.006 -3,04 2.757 -1,25
2026-05-11 13F Daymark Wealth Partners, Llc 15.902 -12,02 1.686 -10,42
2026-04-20 13F Heritage Wealth Management, Inc. 5.974 -1,57 633 0,32
2026-04-22 13F Crew Capital Management, Ltd. 0 -100,00 0
2026-05-08 13F Atlantic Family Wealth, Llc 3.434 -2,64 364 -0,82
2026-04-14 13F Kozak & Associates, Inc. 7.025 -4,45 756 -4,07
2026-05-01 13F Mowery & Schoenfeld Wealth Management, LLC 24.506 -3,05 2.598 -1,25
2026-04-07 13F Park Avenue Securities Llc 8.221 -52,04 1 -100,00
2026-05-15 13F Nikulski Financial, Inc. 3.492 -69,33 370 -68,75
2026-05-14 13F Cambria Investment Management, L.P. 18.216 -6,91 1.931 -5,16
2026-01-26 13F Northwest Capital Management Inc 0 -100,00 0 -100,00
2026-04-13 13F Sherman Wealth Management LLC 2.544 -11,24 270 -9,73
2026-04-08 13F Sapient Capital Llc 0 -100,00 0
2026-05-11 13F Strategic Wealth Designers 5.780 -3,57 613 -1,77
2026-04-29 13F Red Crane Wealth Management, Llc 4.092 -23,94 434 -22,54
2026-05-19 13F Paragon Private Wealth Management, LLC 7.998 -9,14 848 -7,53
2026-04-27 13F Allied Investment Advisors, LLC 12.602 -18,83 1.336 -17,34
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