Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF incluem Junto Capital Management LP, Redhawk Wealth Advisors, Inc., Commerce Bank, Jump Financial, LLC, Value Investment Professionals, LLC, TSG Advice Partners, LLC, Banque Transatlantique SA, Diversify Wealth Management, Llc, Heirloom Wealth Management, Cardinal Point Capital Management, ULC, Centennial Advisors, LLC, Fortress Private Ledger, Llc, Evergreen Wealth Solutions, LLC, Apella Capital, LLC, Tiaa-cref Individual & Institutional Services, Llc, WealthPlan Investment Management, LLC, PlanVest Financial, Inc, ARS Wealth Advisors Group, LLC, TCFG Investment Advisors, LLC, e Mills Wealth Advisors LLC .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | 13F | Tidemark, LLC | 901 | 0.11 | 66 | 1.56 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 34,652 | 2.71 | 2,534 | 5.19 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 86,420 | 7.20 | 6,321 | 9.78 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 1,327 | 3.92 | 97 | 6.59 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 3,227 | 413.04 | 236 | 434.09 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 5,361 | 0.54 | 392 | 3.16 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 5,932 | 2.15 | 434 | 4.83 | ||||
| 2026-04-27 | 13F | Schaeffer Financial LLC | 36,464 | 0.19 | 2,667 | 2.58 | ||||
| 2026-05-15 | 13F | Variant Private Wealth, LLC | 13,583 | 0.52 | 993 | 2.90 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 2,791 | 31.46 | 204 | 35.10 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 242 | 87.60 | ||||||
| 2026-05-15 | 13F | Concentric Capital Strategies, LP | 34,921 | 2,554 | ||||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 105 | 7 | ||||||
| 2026-05-12 | 13F | Creative Planning | 144,672 | 9.61 | 10,581 | 12.25 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 154,147 | 5,302.98 | 11,274 | 5,453.69 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 100 | 7 | ||||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 905 | 66 | ||||||
| 2026-04-29 | 13F | Lmcg Investments, Llc | 39,312 | 20.10 | 2,875 | 23.02 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 2,762 | 202 | ||||||
| 2026-04-21 | 13F | Verity Asset Management, Inc. | 23,958 | 162.01 | 1,752 | 168.30 | ||||
| 2026-04-22 | 13F | SFG Wealth Management, LLC. | 2,792 | 204 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 21,906 | 170.58 | 1,602 | 177.16 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 8,044 | 14.20 | 588 | 16.90 | ||||
| 2026-04-16 | 13F | Stephen J. Garry & Associates, Llc | 2,795 | 204 | ||||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 10,640 | 8.24 | 778 | 10.83 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 403,201 | 115.09 | 29,490 | 120.27 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 5,438 | 5.74 | 398 | 8.17 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 2,961 | 217 | ||||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 11,743 | 43.52 | 859 | 46.92 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 650 | 46 | ||||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 12,608 | 0.01 | 922 | 2.44 | ||||
| 2026-05-15 | 13F | Prelude Capital Management, Llc | 6,047 | 442 | ||||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 3,693 | 10.44 | 0 | |||||
| 2026-05-13 | 13F | Quantbot Technologies LP | 12,468 | 912 | ||||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 2,768 | 202 | ||||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 33,642 | 1.18 | 2,461 | 3.62 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 2,832 | 0.04 | 207 | 2.48 | ||||
| 2026-05-05 | 13F | Clear Harbor Asset Management, LLC | 35,955 | 4.16 | 2,630 | 6.65 | ||||
| 2026-04-02 | 13F | Fulcrum Equity Management | 15,440 | 1,129 | ||||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 1,113 | 81 | ||||||
| 2026-04-15 | 13F | Meridian Financial Partners LLC | 3,807 | 35.48 | 281 | 36.59 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 8,291 | 6.39 | 606 | 8.99 | ||||
| 2026-05-15 | 13F | Diametric Capital, LP | 39,732 | 2,906 | ||||||
| 2026-04-03 | 13F | Investors Research Corp | 27,329 | 0.00 | 1,999 | 2.41 | ||||
| 2026-05-15 | 13F | Purpose Unlimited Inc. | 16,097 | 4,147.23 | 1,177 | 4,259.26 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 146,402 | 7.86 | 10,708 | 10.45 | ||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 529,813 | 5.09 | 38,751 | 7.63 | ||||
| 2026-05-13 | 13F | Sherman Porfolios, Llc | 2,871 | 210 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 560,186 | 4.22 | 40,972 | 6.73 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 943 | 69 | ||||||
| 2026-04-13 | 13F | Gradient Investments LLC | 2,823 | 206 | ||||||
| 2026-04-29 | 13F | Financial Life Advisors | 18,474 | 4.67 | 1,351 | 7.22 | ||||
| 2026-05-05 | 13F | Prairie Wealth Advisors, Inc. | 0 | 348 | 10.51 | |||||
| 2026-04-14 | 13F | Value Investment Professionals, LLC | 74,818 | 5,472 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 327,515 | 13.31 | 23,637 | 14.49 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 15,634 | 23.92 | 1,143 | 26.86 | ||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 11,877 | 0.01 | 869 | 2.36 | ||||
| 2026-05-11 | 13F | Westco Advisory Services Inc /adv | 2,875 | 210 | ||||||
| 2026-05-13 | 13F | Wealth Management Associates, Inc. | 5,599 | 0.13 | 409 | 2.51 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 3,523 | 9.31 | 258 | 11.74 | ||||
| 2026-04-23 | 13F | Cross Staff Investments Inc | 4,396 | 0.09 | 322 | 2.56 | ||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 9,880 | 723 | ||||||
| 2026-05-15 | 13F | Capital & Planning, Llc | 204 | 15 | ||||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 42 | 3 | ||||||
| 2026-05-11 | 13F | Hansen & Associates Financial Group, Inc. | 32,600 | 2.31 | 2,409 | 0.63 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 3,193 | 0.13 | 234 | 2.64 | ||||
| 2026-04-16 | 13F | Capstone Wealth Management Group LLC | 17,258 | 0.42 | 1,262 | 2.85 | ||||
| 2026-04-14 | 13F | Heirloom Wealth Management | 16,248 | 1,188 | ||||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 30,142 | 9.79 | 2,205 | 12.45 | ||||
| 2026-04-30 | 13F | Landaas & Co /wi /adv | 12,856 | 0.22 | 940 | 2.62 | ||||
| 2026-05-11 | 13F | Viawealth, Llc | 10,071 | 0.03 | 737 | 2.36 | ||||
| 2026-05-11 | 13F | CFO4Life Group, LLC | 6,900 | 0.12 | 505 | 2.44 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 3,374 | 0.36 | 247 | 2.50 | ||||
| 2026-05-06 | 13F | WealthTrust Asset Management, LLC | 2,898 | 212 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 45,310 | 0.37 | 3,323 | 3.04 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 20,730 | 0.22 | 1,516 | 2.64 | ||||
| 2026-05-14 | 13F | Liberty One Investment Management, Llc | 28,431 | 8.13 | 2,079 | 10.76 | ||||
| 2026-04-28 | 13F/A | FLP Wealth Management, LLC | 10,960 | 90.87 | 802 | 95.37 | ||||
| 2026-05-11 | 13F | Commerce Bank | 220,712 | 16,143 | ||||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 0 | 0 | ||||||
| 2026-04-21 | 13F | Compass Advisory Group LLC | 6,685 | 0.54 | 489 | 2.95 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 24,295 | 0.07 | 2 | 0.00 | ||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 332 | 0.61 | 0 | |||||
| 2026-05-13 | 13F | Archetype Wealth Partners | 2,457 | 0 | ||||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 43,337 | 5.78 | 3,170 | 8.30 | ||||
| 2026-05-15 | 13F | Painted Porch Advisors LLC | 323,783 | 4.65 | 23,681 | 7.17 | ||||
| 2026-04-20 | 13F | Corundum Group, Inc. | 46,346 | 19.43 | 3,390 | 22.30 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 14,160 | 4,004.35 | 1,036 | 4,212.50 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 12,411 | 0.74 | 908 | 3.19 | ||||
| 2026-05-15 | 13F | J. Goldman & Co LP | 11,552 | 154.90 | 845 | 161.30 | ||||
| 2026-04-10 | 13F | Intellectus Partners, LLC | 4,055 | 0.12 | 297 | 2.42 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 18,529 | 1.40 | 1,355 | 3.83 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 665 | 0.15 | 49 | 2.13 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 115 | 8 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 137 | 10 | ||||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 2,874 | 210 | ||||||
| 2026-05-15 | 13F | Capstone Triton Financial Group, LLC | 3,399 | 246 | ||||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 262,376 | 1.03 | 18,739 | -1.81 | ||||
| 2026-04-07 | 13F | G&S Capital LLC | 61,199 | 7.50 | 4,476 | 10.11 | ||||
| 2026-04-29 | 13F | Compass Financial Group, INC/SD | 4,364 | 0.51 | 319 | 2.90 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 35,380 | 2,588 | ||||||
| 2026-04-21 | 13F | SWS Partners | 2,743 | 201 | ||||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 4,156,600 | 57.79 | 304,014 | 61.59 | ||||
| 2026-05-15 | 13F | Ballast, Inc. | 170,890 | 1.07 | 12,499 | 3.50 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 6,372 | 3.96 | 466 | 6.64 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 727 | 0.28 | 53 | 3.92 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 15,527 | 6.02 | 1,136 | 6.57 | ||||
| 2026-05-13 | 13F | Northwest & Ethical Investments L.P. | 46,293 | 516.34 | 3,424 | 533.89 | ||||
| 2026-04-15 | 13F | Wolff Financial Management Llc | 11,773 | 0.42 | 861 | 2.87 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 5,776 | 0.05 | 422 | 2.43 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 586,943 | 11.41 | 42,935 | 14.09 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 37,002 | 3.35 | 2,706 | 5.83 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 22,424 | 102.86 | 1,640 | 107.86 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 18,827 | 1.07 | 1,377 | 3.53 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 9,474 | 693 | ||||||
| 2026-05-07 | 13F | CFG Wealth Management Services, Inc. | 94,664 | 1.41 | 7,051 | 5.74 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 3,467 | 6.61 | 254 | 9.05 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 92 | 7 | ||||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 3,013 | 0.03 | 220 | 2.33 | ||||
| 2026-05-15 | 13F | Toronto Dominion Bank | 173 | 13 | ||||||
| 2026-05-15 | 13F | Millennium Management Llc | 8,557 | 11.22 | 626 | 13.84 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 4,531 | 331 | ||||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 494 | 36 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 13,639 | 0.33 | 998 | 2.78 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 10,134 | 0.20 | 741 | 2.63 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 5,856 | 0.14 | 428 | 2.64 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 4,476 | 327 | ||||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 31,127 | 2,277 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 369,048 | 1.72 | 26,992 | 4.17 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 55,648 | 7.96 | 4,070 | 10.57 | ||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 11,251 | 6.29 | 823 | 8.87 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 113,560 | 8.97 | 8,306 | 11.60 | ||||
| 2026-05-07 | 13F | Santori & Peters, Inc. | 18,918 | 0.08 | 1,384 | 2.52 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 9,046 | 64.50 | 662 | 68.62 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 4,871,322 | 7.05 | 356,289 | 9.62 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 4,498 | 329 | ||||||
| 2026-05-07 | 13F | Advisor Resource Council | 8,484 | 2.64 | 621 | 2.14 | ||||
| 2026-05-14 | 13F | Laraway Financial Inc | 18,095 | 0.29 | 1,323 | 2.72 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 377,051 | 3.56 | 27,578 | 6.05 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 3,253 | 1.85 | 238 | 3.95 | ||||
| 2026-05-15 | 13F | Fmr Llc | 2,360,158 | 7.71 | 172,622 | 10.31 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 12,253 | 10.04 | 896 | 12.70 | ||||
| 2026-04-30 | 13F | Roman Butler Fullerton & Co | 3,670 | 0.27 | 274 | 2.63 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 923 | 68 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 836 | 61 | ||||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 7,481 | 1.03 | 547 | 3.60 | ||||
| 2026-05-13 | 13F | Xponance, Inc. | 3,778 | 11.91 | 276 | 14.52 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 2 | 0 | ||||||
| 2026-04-17 | 13F | Trinity Wealth Management, LLC | 36,539 | 9.07 | 2,672 | 11.71 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 90,751 | 12.46 | 7 | 20.00 | ||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 14,140 | 0.01 | 1,034 | 2.48 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 75,277 | 34.43 | 5,506 | 37.66 | ||||
| 2026-05-13 | 13F | Picton Mahoney Asset Management | 951,612 | 488.79 | 69,601 | 503.02 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 3,449 | 0.32 | 252 | 2.86 | ||||
| 2026-04-24 | 13F | Mills Wealth Advisors LLC | 3,435 | 251 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 11,156 | 6.96 | 816 | 9.54 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 301,300 | 9.38 | 22,037 | 115,884.21 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 157 | 12 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 9,692 | 24.27 | 709 | 27.11 | ||||
| 2026-01-29 | 13F | Comerica Bank | 34,457 | 61.94 | 2,461 | 57.39 | ||||
| 2026-05-14 | 13F | Redwood Financial Network Corp | 7,473 | 6.80 | 547 | 9.42 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 7,404 | 1.08 | 1 | |||||
| 2026-05-07 | 13F | Summit Global Investments | 25,822 | 2 | ||||||
| 2026-04-24 | 13F | TSG Advice Partners, LLC | 69,436 | 5,079 | ||||||
| 2026-04-21 | 13F | WT Wealth Management | 39,946 | 9.50 | 2,922 | 12.13 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 26,423 | 530.77 | 1,923 | 538.87 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 130,017 | 0.05 | 9,463 | 1.95 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 10,692 | 0.04 | 782 | 2.49 | ||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 3,744 | 15.09 | 274 | 18.10 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 9,904 | 17,585.71 | 724 | 18,000.00 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 335 | 25 | ||||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 10,028 | 733 | ||||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 180 | 13 | ||||||
| 2026-04-15 | 13F | Apex Wealth Management, LLC | 9,473 | 232.39 | 693 | 232.69 | ||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 724 | 0.14 | 53 | 1.96 | ||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 642 | 0.31 | 47 | 2.22 | ||||
| 2026-04-13 | 13F | Runnymede Capital Advisors, Inc. | 10,592 | 775 | ||||||
| 2026-04-15 | 13F | Johnson & White Wealth Management, LLC | 48,734 | 0.44 | 3,564 | 2.86 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 3,859 | 1.02 | 282 | 3.68 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 359,302 | 14.80 | 26,150 | 16.99 | ||||
| 2026-04-14 | 13F | Grant Private Wealth Management Inc | 3,525 | 1.03 | 258 | 3.21 | ||||
| 2026-04-27 | 13F | Syntegra Private Wealth Group, LLC | 34,742 | 0.25 | 2,541 | 2.67 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 249,052 | 18,216 | ||||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 9,980 | 0.29 | 730 | 2.68 | ||||
| 2026-05-15 | 13F | Junto Capital Management LP | 548,375 | 40,108 | ||||||
| 2026-05-15 | 13F/A | Arrowroot Family Office, LLC | 11,556 | 0.13 | 845 | 2.55 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 100,901 | 0.02 | 7,380 | 2.43 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 4,855 | 0.94 | 355 | 3.50 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 767 | 56 | ||||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 74,675 | 6.66 | 5,462 | 9.22 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 8,182 | 0.06 | 598 | 2.57 | ||||
| 2026-05-05 | 13F | UBS Group AG | 855,300 | 3.56 | 62,557 | 6.05 | ||||
| 2026-04-09 | 13F | Meriwether Wealth & Planning, LLC | 69,920 | 14.08 | 5,114 | 16.82 | ||||
| 2026-04-10 | 13F | Winebrenner Capital Management Llc | 3,556 | 22.16 | 260 | 25.60 | ||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 18,380 | 0.74 | 1,344 | 3.15 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 491 | 36 | ||||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 28,341 | 4.88 | 2,073 | 7.41 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 8,068 | 64.45 | 590 | 68.57 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 5,547 | 1.08 | 407 | 3.84 | ||||
| 2026-05-05 | 13F | PFG Advisors | 202,254 | 810.56 | 14,793 | 832.66 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 1,794,722 | 45.76 | 131,356 | 49.37 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 11,299 | 0.88 | 826 | 3.38 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 116,865 | 8,548 | ||||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 125,909 | 3.88 | 9,209 | 6.38 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 29,773 | 3.45 | 2,178 | 5.94 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 33,230 | 0.87 | 2,430 | 3.32 | ||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 4,936 | 10.08 | 361 | 12.81 | ||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 950 | 0 | ||||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 93,384 | 6.12 | 6,830 | 8.69 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 13,178 | 130.14 | 964 | 136.03 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 8,769 | 8.90 | 626 | 5.92 | ||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 3,875 | 283 | ||||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 4,267 | 312 | ||||||
| 2026-05-11 | 13F | Lionshead Wealth Management, LLC | 2,803 | 205 | ||||||
| 2026-04-30 | 13F | Genworth Financial Inc | 476,493 | 0.56 | 34,851 | 2.98 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 36,812 | 1.57 | 2,629 | -1.28 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 2,920 | 0.03 | 0 | |||||
| 2026-04-28 | 13F | Golden State Equity Partners | 21,691 | 153.46 | 1,587 | 159.57 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 605,141 | 2.64 | 44,260 | 5.12 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 3,744 | 274 | ||||||
| 2026-02-10 | 13F | Transatlantique Private Wealth Llc | 37,098 | 33.23 | 2,650 | 29.47 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 4,674 | 2.41 | 342 | 4.92 | ||||
| 2026-05-07 | 13F | Magnolia Wealth Management, LLC | 232 | 17 | ||||||
| 2026-01-12 | 13F | Divergent Planning, LLC | 4,741 | 0.55 | 338 | -2.03 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 2,029 | 148 | ||||||
| 2026-05-14 | 13F | Sumitomo Mitsui Financial Group, Inc. | 2,168 | 1,006.12 | 159 | 1,115.38 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 42,366 | 4.23 | 3,099 | 6.75 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 222 | 16 | ||||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 3,802 | 21.86 | 278 | 25.23 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 8,636 | 90.81 | 632 | 95.36 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 81,190 | 2.45 | 5,938 | 4.93 | ||||
| 2026-05-06 | 13F | Kingstone Capital Partners Texas, LLC | 17,803 | 0.53 | 1,302 | 2.92 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 2,151 | 0.56 | 157 | 3.29 | ||||
| 2026-04-14 | 13F | Pinnacle Wealth Management Group, Inc. | 70,988 | 5.09 | 5,192 | 7.63 | ||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 151 | 11 | ||||||
| 2026-04-24 | 13F | Innova Wealth Partners | 11,727 | 175.15 | 858 | 181.91 | ||||
| 2026-05-08 | 13F | Reicon Wealth Advisors, Llc | 339 | 25 | ||||||
| 2026-04-22 | 13F | Romano Brothers And Company | 5,952 | 0.02 | 435 | 2.35 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 132 | 0.76 | 10 | 0.00 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 937,659 | 0.19 | 68,579 | 2.60 | ||||
| 2026-05-14 | 13F | Safeguard Investment Advisory Group, LLC | 3,694 | 30.12 | 270 | 33.66 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 6,593 | 0.52 | 482 | 2.99 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 260,979 | 6.74 | 19,088 | 9.31 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 19,474 | 5.85 | 1,424 | 8.45 | ||||
| 2026-04-14 | 13F | BSW Wealth Partners | 4,357 | 0.16 | 319 | 2.58 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 69,531 | 2.80 | 5,086 | 5.28 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 410,265 | 0.02 | 30,007 | 2.43 | ||||
| 2026-05-13 | 13F | Banque Transatlantique SA | 41,311 | 3,021 | ||||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 4,097 | 14.96 | 300 | 2.40 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 10,449 | 1.71 | 764 | 4.23 | ||||
| 2026-04-09 | 13F | Life Line Wealth Management Llc | 6,955 | 3.45 | 509 | 5.83 | ||||
| 2026-04-01 | 13F | Vigilare Wealth Management | 35,172 | 560.38 | 2,572 | 576.84 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 4,837 | 361 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 20,464 | 7.12 | 1,497 | 9.68 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 19,757 | 41.35 | 1,445 | 44.79 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 16,761 | 77.84 | 1,226 | 82.02 | ||||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 7,534 | 551 | ||||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 35,898 | 2,619 | ||||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 13,038 | 40.62 | 954 | 43.96 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 5,031 | 2.88 | 368 | 5.16 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 885 | 65 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 26,988 | 29.36 | 1,974 | 32.51 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 5,560 | 0.56 | 407 | 3.05 | ||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 14,649 | 0.01 | 1,071 | 2.39 | ||||
| 2026-04-29 | 13F | Broussard Financial Group LLC | 8,586 | 7.58 | 628 | 10.00 | ||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 60,464 | 10.71 | 4,504 | 11.96 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 3,227 | 236 | ||||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 13,167 | 4.79 | 957 | 5.75 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 248 | 18 | ||||||
| 2026-04-27 | 13F | Dominguez Wealth Management Solutions, Inc. | 169,255 | 9.38 | 12,379 | 12.02 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 82,281 | 20.62 | 5,892 | 17.54 | ||||
| 2026-05-05 | 13F | Investment Partners, Ltd. | 5,042 | 0.34 | 369 | 2.79 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 32,030 | 17.74 | 2,343 | 20.60 | ||||
| 2026-04-23 | 13F | Fortune Financial Group, Inc. | 194,258 | 108.92 | 14,208 | 236,700.00 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 15,318 | 0.01 | 1,120 | 2.47 | ||||
| 2026-05-04 | 13F | Evernest Financial Advisors, LLC | 3,534 | 0.54 | 260 | -0.38 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 4 | 0 | ||||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 12,646 | 8.13 | 925 | 10.66 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 18,591 | 6.62 | 1,360 | 9.16 | ||||
| 2026-05-13 | 13F | Fortress Private Ledger, Llc | 5,709 | 418 | ||||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 146,450 | 938.28 | 10,711 | 963.65 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 8,273 | 2.55 | 605 | 5.03 | ||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 7,928 | 0.46 | 580 | 2.84 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 17,891 | 1,322 | ||||||
| 2026-05-06 | 13F | Dorsey Wright & Associates | 6,374 | 466 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1,676,849 | 4.10 | 122,645 | 6.60 | ||||
| 2026-05-14 | 13F | Jump Financial, LLC | 81,641 | 5,971 | ||||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 68,812 | 347.15 | 5 | 400.00 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 54,779 | 7.72 | 4,007 | 10.33 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 219 | 0.46 | 16 | 6.67 | ||||
| 2026-04-22 | 13F | MFA Wealth Services | 2,738 | 200 | ||||||
| 2026-05-07 | 13F | Mullooly Asset Management, Inc. | 8,086 | 0.52 | 591 | 2.96 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 67,700 | 126.42 | 4,952 | 131.90 | |||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 5,023 | 17.74 | 367 | 20.72 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 3,920 | 287 | ||||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 4,654 | 6.55 | 340 | 9.32 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 6,967 | 0.88 | 510 | 3.25 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 14,868 | 119.42 | 1,087 | 125.05 | ||||
| 2026-05-12 | 13F | Sovereign Investment Advisors, LLC | 40,238 | 7.56 | 2,943 | 10.18 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 5,062 | 370 | ||||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 32 | 2 | ||||||
| 2026-05-15 | 13F | Peterson Wealth Management | 33 | 2 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 6,929 | 3.22 | 507 | 5.64 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 10,754 | 0.23 | 787 | 2.61 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 7,806 | 2.63 | 571 | 4.97 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 97,563 | 206.17 | 7,136 | 213.63 | ||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 83,141 | 4.04 | 6,081 | 6.54 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 263,123 | 0.07 | 19,245 | 2.48 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 39,842 | 585.16 | 2,914 | 602.17 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 33,668 | 1.30 | 2,463 | 3.75 | ||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 3,246 | 0.53 | 237 | 3.04 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 2,732 | 200 | ||||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 1,211 | 101.83 | 86 | 132.43 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 2,792 | 204 | ||||||
| 2026-05-12 | 13F | Alliance Wealth Advisors, LLC /UT | 115,672 | 69.49 | 8,460 | 73.57 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 23,956 | 5.16 | 1,752 | 7.75 | ||||
| 2026-04-06 | 13F | Israel Discount Bank of New York | 57,754 | 147.19 | 4,224 | 153.24 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 405,025 | 51.73 | 30 | 52.63 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 967 | 0.21 | 71 | 2.94 |
