Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Capital Group Core Equity ETF incluem Ubs Asset Management Americas Inc, WJ Wealth Management, LLC, Vantus Wealth LLC, Two Sigma Investments, Lp, TCFG Investment Advisors, LLC, PCG Wealth Advisors, LLC, IHT Wealth Management, LLC, Capital Research Global Investors, Awm Capital, Llc, Regent Peak Wealth Advisors LLC, McKinney Capital Management, LLC, Avaii Wealth Management, Llc, Register Financial Advisors LLC, Hexagon Capital Partners LLC, Warren Averett Asset Management, LLC, Wealth Management Associates, Inc., January Capital Advisors LLC, Avant Capital LLC, Founders Financial Alliance, LLC, e Colonial River Wealth Management, 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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-06 | 13F | Assetmark, Inc | 1,323,220 | 13.08 | 50,838 | 8.00 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 422,818 | 2.93 | 16,245 | -1.70 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 312,421 | 17.87 | 12,003 | 12.57 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 169,303 | 1.72 | 6,505 | -2.85 | ||||
| 2026-04-21 | 13F | Vigil Wealth Management, LLC | 305,373 | 5.38 | 11,732 | 0.64 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 81,522 | 22.33 | 3,132 | 16.87 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 19,856 | 6.99 | 763 | 2.14 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 559,108 | 19.14 | 21,481 | 13.78 | ||||
| 2026-04-27 | 13F | Ergawealth Advisors, Inc. | 422,910 | 7.14 | 16,248 | 2.32 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 14,013 | 8.15 | 538 | 3.26 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 14,125 | 20.21 | 543 | 14.83 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 47,322 | 26.02 | 1,818 | 20.40 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 16,925 | 16.42 | 650 | 11.30 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 194,150 | 1.18 | 7,459 | -3.37 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 11,063 | 32.89 | 0 | |||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 51,748 | 5.65 | 1,988 | 0.91 | ||||
| 2026-04-15 | 13F | Tribridge Partners Financial LLC | 13,786 | 13.17 | 534 | 8.78 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 12,674 | 62.82 | 487 | 55.27 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 11,756 | 222.70 | 452 | 208.90 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1,551 | 13.38 | 60 | 7.27 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 38,309 | 167.17 | 1,541 | 138.54 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 44,847 | 25.39 | 1,727 | 20.10 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 331,958 | 5.37 | 12,754 | 0.62 | ||||
| 2026-04-24 | 13F | United Community Bank | 731 | 28 | ||||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 15,697 | 5.88 | 603 | 1.17 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 1,012,598 | 33.18 | 39 | 26.67 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 2,510,189 | 11.15 | 96,442 | 6.15 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 14,284 | 52.80 | 550 | 46.01 | ||||
| 2026-04-24 | 13F | Bayban | 1,585 | 61 | ||||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 18,718 | 2.98 | 719 | -1.64 | ||||
| 2026-05-15 | 13F | Sun Financial Inc | 17,705 | 7.00 | 778 | 16.99 | ||||
| 2026-05-04 | 13F | Souders Financial Advisors | 996,057 | 3.05 | 38,269 | -1.58 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 10,179 | 13.28 | 391 | 8.31 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 280,091 | 32.13 | 10,761 | 26.18 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 118,175 | 3.44 | 4,540 | -1.22 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 48,153 | 4.47 | 1,850 | -0.22 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 168,809 | 12.15 | 7,185 | 16.45 | ||||
| 2026-04-15 | 13F | Ai Financial Services Llc | 144,007 | 12.15 | 5,533 | 7.11 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 25,049 | 7.61 | 962 | 2.78 | ||||
| 2026-04-23 | 13F | Auctus Advisors Llc | 13,284 | 2.40 | 510 | -2.11 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 117,269 | 3.02 | 4,505 | -1.62 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 411,277 | 32.03 | 15,353 | 22.52 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 1,281,194 | 6.71 | 49,223 | 1.91 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 5,336 | 7.23 | 215 | 9.18 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 1,848 | 71 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 461 | 163.43 | 18 | 142.86 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 295,487 | 30.47 | 11,353 | 24.60 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 35,350 | 16.98 | 1,358 | 11.77 | ||||
| 2026-04-22 | 13F | Capital Investment Management, Inc. | 56,136 | 15.52 | 2,157 | 10.28 | ||||
| 2026-04-24 | 13F | TKG Advisors, LLC | 17,273 | 4.21 | 664 | -0.45 | ||||
| 2026-04-17 | 13F | Investment Advisory Services Inc /tx /adv | 69,360 | 6.38 | 2,665 | 1.56 | ||||
| 2026-05-05 | 13F | Harmony Asset Management Llc | 12,837 | 1.55 | 493 | -2.95 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 154,893 | 23.16 | 5,951 | 17.63 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 255,383 | 1.73 | 9,812 | -2.85 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 416,283 | 15,994 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 9,881 | 28.14 | 380 | 22.26 | ||||
| 2026-05-05 | 13F | PFG Advisors | 139,383 | 3.04 | 5,355 | -1.58 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 8,024 | 35.56 | 318 | 33.61 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 37,939 | 16.72 | 1,458 | 11.48 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 24,519 | 42.38 | 942 | 36.13 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 74,637 | 0.19 | 2,868 | -4.31 | ||||
| 2026-04-28 | 13F | Compton Financial Group, LLC | 177,465 | 2,456.76 | 6,818 | 2,343.73 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 82,609 | 102.59 | 3,174 | 93.48 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 11,473 | 0.62 | 441 | -3.93 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 6,590 | 16.49 | 253 | 11.45 | ||||
| 2026-05-01 | 13F | Reuter James Wealth Management, Llc | 30,997 | 18.56 | 1,191 | 13.23 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 2,009,858 | 21.26 | 80,857 | 23.37 | ||||
| 2026-04-23 | 13F | Kerntke Otto McGlone Wealth Management Group | 26,103 | 11.63 | 1,003 | 6.60 | ||||
| 2026-05-14 | 13F | Bridgewealth Advisory Group, LLC | 356,156 | 7.95 | 13,684 | 3.10 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 8,642 | 51.99 | 332 | 45.61 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 45,175 | 5.08 | 1,736 | 0.35 | ||||
| 2026-04-14 | 13F | Regent Peak Wealth Advisors LLC | 9,575 | 368 | ||||||
| 2026-05-19 | 13F | Mascagni Wealth Management, Inc. | 7,931 | 4.11 | 305 | -0.65 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 6,881 | 264 | ||||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 37,273 | 5.07 | 1,432 | 0.35 | ||||
| 2026-04-30 | 13F | Landaas & Co /wi /adv | 34,054 | 14.95 | 1,308 | 9.82 | ||||
| 2026-05-11 | 13F | Sittner & Nelson, Llc | 99,800 | 4.43 | 3,834 | -1.72 | ||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 5,098,451 | 8.48 | 195,883 | 3.59 | ||||
| 2026-04-27 | 13F | Certior Financial Group, Llc | 23,496 | 0.26 | 903 | -4.25 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 3,933,197 | 7.49 | 158,233 | 109,783.33 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 316,940 | 42.43 | 12,177 | 36.01 | ||||
| 2026-04-29 | 13F | Cvfg Llc | 20,524 | 13.98 | 789 | 8.84 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 488 | 19 | ||||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 4,914 | 207 | ||||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 5,616 | 216 | ||||||
| 2026-05-14 | 13F | McKinney Capital Management, LLC | 8,560 | 329 | ||||||
| 2026-05-13 | 13F | Keystone Financial Group | 78,045 | 27.19 | 3,003 | 21.68 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 63,387 | 588.09 | 2,677 | 608.20 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 335,328 | 14.99 | 12,883 | 9.81 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 25,916 | 4.39 | 996 | -0.30 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 1,121 | 2.28 | 43 | -2.27 | ||||
| 2026-04-27 | 13F | Colonial River Wealth Management, LLC | 5,362 | 206 | ||||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 39,427 | 11.27 | 1,515 | 6.25 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 6,314,257 | 6.29 | 242,594 | 1.51 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 86,570 | 7.11 | 3,326 | 6.26 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 2,307,167 | 5.19 | 88,641 | 0.46 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 10,586 | 26.02 | 407 | 20.47 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 39,258 | 12.08 | 1,508 | 7.03 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 9,319 | 30.65 | 358 | 25.17 | ||||
| 2026-04-07 | 13F | G&S Capital LLC | 108,972 | 4.17 | 4,187 | -0.52 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1,696,127 | 7.67 | 65,165 | 2.83 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 342 | 13 | ||||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 129,715 | 18.42 | 4,984 | 13.10 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 13,286 | 1.59 | 510 | -3.04 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 29,114 | 16.77 | 1,171 | 18.88 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 93,974 | 18.78 | 3,610 | 13.45 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 2,611 | 100 | ||||||
| 2026-04-22 | 13F | tru Independence LLC | 14,869 | 10.32 | 571 | 5.35 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 95,723 | 6.94 | 3,678 | 2.14 | ||||
| 2026-05-13 | 13F | Lantern Wealth Advisors, LLC | 14,912 | 14.88 | 573 | 9.58 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 16,378 | 6.63 | 629 | 1.94 | ||||
| 2026-05-12 | 13F | Richardson Capital Management LLC | 2,500 | 96 | ||||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 47,064 | 0.87 | 1,808 | -3.62 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 91,174 | 51.98 | 3,668 | 54.60 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 21,785 | 2.07 | 837 | -2.56 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 29,759 | 6.93 | 1,143 | 2.14 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 157,577 | 22.46 | 6,054 | 16.96 | ||||
| 2026-05-05 | 13F | Cannon Wealth Management Services, LLC | 194,228 | 2.68 | 7,462 | -1.94 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 3,665 | 48.68 | 141 | 41.41 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 196,885 | 65.83 | 7,921 | 68.73 | ||||
| 2026-04-10 | 13F | Boyer Financial Services, Inc. | 99,424 | 6.33 | 3,820 | 1.22 | ||||
| 2026-05-12 | 13F | Awm Capital, Llc | 10,020 | 385 | ||||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 27,407 | 3.33 | 1,053 | -1.41 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 32,806 | 11.80 | 1,260 | 6.78 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 477,304 | 7,653.48 | 18,338 | 7,324.29 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 8,803,989 | 20.47 | 338,249 | 15.05 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 40,657 | 100.48 | 1,566 | 92.02 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 603 | 23 | ||||||
| 2026-04-15 | 13F | Midwest Heritage Bank, FSB | 1,053,091 | 7.93 | 40,460 | 3.08 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 17,601 | 93.57 | 676 | 85.21 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 5,336 | 205 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 977,976 | 17.65 | 37,574 | 12.36 | ||||
| 2026-05-15 | 13F | Fmr Llc | 5,241 | 5,359.38 | 201 | 6,600.00 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 8,104 | 33.27 | 326 | 35.83 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 22,125 | 82.47 | 850 | 74.54 | ||||
| 2026-04-08 | 13F | Lynch & Associates/in | 52,838 | 46.47 | 2,030 | 39.90 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 39,483 | 1,517 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 121,677 | 4,675 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 3,126,028 | 13.15 | 120 | 8.11 | ||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 96,768 | 1.05 | 3,718 | -3.50 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 211,699 | 363.15 | 8,133 | 342.49 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 230,295 | 9.34 | 8,597 | 0.75 | ||||
| 2026-05-13 | 13F | Cravens & Co Advisors, LLC | 12,820 | 4.35 | 493 | -2.38 | ||||
| 2026-04-17 | 13F | Aspire Growth Partners LLC | 161,600 | 14.53 | 6,209 | 9.37 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 10,848 | 100.00 | 417 | 90.83 | ||||
| 2026-05-11 | 13F | Blueprint Financial Advisors LLC | 64,265 | 5.94 | 2,469 | 1.19 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 19,932 | 84.42 | 766 | 76.27 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 495,894 | 6.56 | 19,052 | 1.77 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 1,333,129 | 100.47 | 51,219 | 91.45 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 663,333 | 239.85 | 26,583 | 238.55 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 26,787 | 7.20 | 1,029 | 2.39 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 160,247 | 3.96 | 6,157 | -0.73 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 25,463 | 2,266.45 | 978 | 2,174.42 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 80,285 | 12.92 | 3,085 | 7.83 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 1,790,838 | 1.24 | 68,796 | -3.32 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 98,543 | 13.92 | 3,786 | 8.79 | ||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 7,589 | 292 | ||||||
| 2026-05-04 | 13F | Nwam Llc | 16,158 | 17.99 | 621 | 10.32 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 84,179 | 14.10 | 3,234 | 8.96 | ||||
| 2026-05-11 | 13F | Commerce Bank | 8,687 | 12.18 | 334 | 7.07 | ||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 11,542 | 74.64 | 464 | 77.78 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 13,228 | 0.76 | 508 | -3.79 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 105 | 1,980.00 | ||||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 150,545 | 3.47 | 6 | 0.00 | ||||
| 2026-04-09 | 13F | Lantz Financial LLC | 54,685 | 10.06 | 2,101 | 5.16 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 6,327 | 1.39 | 243 | -3.19 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 128,511 | 13.11 | 5 | 0.00 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 108,139 | 44.50 | 4,155 | 38.01 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 39,500 | 1,518 | ||||||
| 2026-04-27 | 13F | CWS Financial Advisors, LLC | 39,992 | 1.00 | 1,536 | -3.52 | ||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 26,933 | 4.45 | 1 | 0.00 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 215,805 | 20.49 | 8,747 | 21.39 | ||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 10,763 | 2.73 | 414 | -1.66 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 13,328 | 0.88 | 513 | -3.39 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 1,692 | 65 | ||||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 49,114 | 5.89 | 1,887 | 1.07 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 394,659 | 44.22 | 15,163 | 37.72 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 6,259 | 240 | ||||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 2,753,949 | 276.47 | 105,805 | 259.54 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 4,951 | 190 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 66,281 | 1.28 | 2,547 | -3.27 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 73,952 | 51.47 | 2,841 | 44.65 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 6,105 | 13.16 | 235 | 7.83 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 27,344 | 9.66 | 1,051 | 4.69 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 939,142 | 9.45 | 36,082 | 3.80 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 4,513,180 | 4.36 | 173,396 | -0.34 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 1,029,931 | 12.91 | 39,570 | 7.83 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 56,409 | 60.26 | 2,167 | 53.04 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 46,828 | 0.80 | 1,799 | -3.69 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 479,677 | 5.04 | 18,429 | 0.32 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 13,947,010 | 20.96 | 535,844 | 15.51 | ||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 6,542 | 5.96 | 252 | 1.21 | ||||
| 2026-05-20 | 13F | January Capital Advisors LLC | 5,835 | 224 | ||||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 109,791 | 13.19 | 4,218 | 8.10 | ||||
| 2026-04-28 | 13F | PCG Wealth Advisors, LLC | 24,197 | 930 | ||||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 465,073 | 5.18 | 17,868 | 0.44 | ||||
| 2026-04-27 | 13F | Burford Brothers, Inc. | 365,474 | 3.12 | 14,042 | -1.52 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 598,699 | 2.78 | 23,002 | -1.84 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 7,801,326 | 26.87 | 292,460 | 18.22 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 172 | 7 | ||||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 45,468 | 1,829 | ||||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 294 | 11 | ||||||
| 2026-04-22 | 13F | Motco | 3,727 | 143 | ||||||
| 2026-04-15 | 13F | Norden Group Llc | 56,890 | 8.34 | 2,186 | 3.46 | ||||
| 2026-04-08 | 13F | M.e. Allison & Co., Inc. | 81,070 | 0.85 | 3,115 | -3.68 | ||||
| 2026-04-24 | 13F | Seamount Financial Group Inc | 107,304 | 12.52 | 4,123 | 7.46 | ||||
| 2026-05-21 | 13F/A | J. Derek Lewis & Associates Inc. | 333,002 | 22.35 | 12,801 | 16.91 | ||||
| 2026-05-13 | 13F | Capital Research Global Investors | 14,514 | 558 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 1,235,564 | 15.61 | 47,470 | 10.40 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 75 | 3 | ||||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 39,483 | 16.58 | 1,517 | 11.31 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 120,762 | 0.22 | 4,640 | -4.29 | ||||
| 2026-05-12 | 13F | Avant Capital LLC | 5,798 | 223 | ||||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 690,410 | 4.64 | 26,526 | -0.06 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 120,911 | 315.33 | 4,645 | 296.67 | ||||
| 2026-05-11 | 13F | Beto Financial Group, Llc | 179,160 | 602.20 | 7,706 | 635.21 | ||||
| 2026-04-21 | 13F | Cypress Capital Advisors, LLC | 12,666 | 5.04 | 487 | 0.21 | ||||
| 2026-04-13 | 13F | Armstrong, Fleming & Moore, Inc | 49,688 | 8.30 | 1,909 | 3.41 | ||||
| 2026-04-15 | 13F | Michael Brady & Co., LLC | 294,009 | 1.03 | 11,296 | -3.52 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 28,053,759 | 18.20 | 1,077,825 | 12.88 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 623,810 | 22.26 | 23,967 | 16.76 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 23,132 | 133.56 | 889 | 123.12 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 63,813 | 4.98 | 2,452 | 0.25 | ||||
| 2026-04-22 | 13F | Vicus Capital | 37,355 | 13.67 | 1,435 | 8.55 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 69,295 | 13.17 | 2,662 | 8.08 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 30,543 | 25.67 | 1,173 | 20.06 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 97,067 | 11.57 | 3,729 | 6.54 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 60,507 | 2.20 | 2,325 | -2.39 | ||||
| 2026-01-29 | 13F | Comerica Bank | 20,461 | 21.05 | 823 | 23.20 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 6,880,192 | 30.35 | 264,337 | 24.49 | ||||
| 2026-04-20 | 13F | Heritage Wealth Management, Inc. | 8,292 | 20.73 | 319 | 15.22 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 10,414 | 795.44 | 400 | 769.57 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 13,735 | 97.37 | 528 | 88.89 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 1,102 | 0.09 | 42 | -4.55 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 10 | 0 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 178,623 | 10.68 | 6,863 | 5.70 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 33,011 | 0.47 | 1,268 | -4.01 | ||||
| 2026-04-28 | 13F | WJ Wealth Management, LLC | 80,860 | 3,107 | ||||||
| 2026-04-08 | 13F | Bill Few Associates, Inc. | 33,695 | 14.29 | 1,295 | 9.11 | ||||
| 2026-04-30 | 13F | Owen LaRue, LLC | 25,290 | 5.19 | 972 | 0.41 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 12,958 | 0.62 | 498 | -4.05 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 6,830 | 5.00 | 262 | 0.38 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 6,470 | 249 | ||||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 47,114 | 9.86 | 1,810 | 4.93 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 76,229 | 14.34 | 2,949 | 9.92 | ||||
| 2026-05-15 | 13F | Blueprint Investment Partners LLC | 64,265 | 3.30 | 2,469 | -1.32 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 99,085 | 13.95 | 3,807 | 8.81 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 373 | 5.07 | 14 | 0.00 | ||||
| 2026-05-14 | 13F | Clg Llc | 18,340 | 14.61 | 705 | 9.49 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 35,255 | 3.07 | 1,354 | -1.60 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 139,125 | 20.19 | 5,345 | 14.80 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 15,474 | 0.05 | 595 | -4.50 | ||||
| 2026-05-13 | 13F | Capital International Investors | 6,049,852 | 0.05 | 232,435 | -4.45 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 111,267 | 1.58 | 4,275 | -3.00 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 536,231 | 26.36 | 20,602 | 20.67 | ||||
| 2026-04-21 | 13F | Trueblood Wealth Management, LLC | 64,500 | 7.27 | 2,478 | 2.44 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 38,507 | 7.78 | 1,479 | 2.92 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 40,952 | 21.06 | 1,573 | 15.66 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 168,276 | 13.98 | 6 | 20.00 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 287,149 | 1.44 | 11,032 | -3.13 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 69,832 | 2,683 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 162,379 | 10.75 | 6,239 | 5.76 | ||||
| 2026-05-08 | 13F | Entruity Wealth, LLC | 346,342 | 4.66 | 13,306 | -0.05 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 299,069 | 29.22 | 11 | 22.22 | ||||
| 2026-04-24 | 13F | True Blue Financial, LLC | 85,802 | 19.89 | 3,297 | 14.48 | ||||
| 2026-05-13 | 13F | Wealth Management Associates, Inc. | 6,056 | 233 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 1,279,570 | 8.57 | 49,228 | 3.85 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 34,373 | 8.89 | 1,321 | 4.02 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 36,889 | 29.95 | 1,417 | 24.08 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 70,120 | 11.07 | 2,694 | 6.10 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 28,707 | 15.21 | 1,103 | 9.98 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 191,778 | 34.91 | 7,368 | 28.86 | ||||
| 2026-04-24 | 13F | Northwest Financial Advisors | 7,041 | 271 | ||||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 23,435 | 16.10 | 900 | 10.84 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 14,900 | 572 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 6,109 | 235 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 2,116,973 | 5.79 | 81,334 | 1.03 |
