Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Dimensional ETF Trust - Dimensional US Large Cap Value ETF incluem Quent Long Short Global Small Cap Fund, LP, Waterloo Capital, L.P., West Financial Advisors, LLC, Compass Advisory Group LLC, McKinley Carter Wealth Services, Inc., Navigate Wealth Management, LLC, WJ Wealth Management, LLC, SB Capital Management Inc, Commerce Bank, Sage Mountain Advisors LLC, Quadrature Capital Ltd, Integras Partners LLC, Wilkerson Advisory Group LLC, Vestmark Advisory Solutions, Inc., LifeSteps Financial, Inc., Forum Finance Group S.A., Wright Fund Managment, LLC, Tyche Wealth Partners LLC, Everest Financial Group LLC, e Everhart Financial Group, Inc. .
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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | Cloud Capital Management, LLC | 18,629 | 58.53 | 1 | |||||
| 2026-05-12 | 13F | Porter White Investment Advisors, Inc. | 66,575 | 0.59 | 2,377 | 4.99 | ||||
| 2026-04-22 | 13F | Aegis Wealth Management LLC | 32,027 | 12.34 | 1,144 | 17.23 | ||||
| 2026-05-12 | 13F | WorthPointe, LLC | 16,053 | 15.89 | 573 | 21.14 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 2,191,034 | 5.58 | 78,242 | 10.21 | ||||
| 2026-05-15 | 13F | Fort Vancouver Investment Management, LLC | 781,835 | 5.28 | 27,919 | 9.90 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 1,326,195 | 45,369 | ||||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 65,124 | 3.62 | 2,326 | 8.14 | ||||
| 2026-05-11 | 13F | Fortis Capital Management LLC | 28,052 | 308.39 | 1,002 | 327.78 | ||||
| 2026-05-11 | 13F | VeraBank, N.A. | 554,098 | 2.47 | 19,787 | 6.97 | ||||
| 2026-04-14 | 13F | Approach Retirement Advisors, LLC | 22,649 | 0.02 | 809 | 4.39 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 192,204 | 0.14 | 6,864 | 4.52 | ||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 397,623 | 13.33 | 14,199 | 18.30 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 4,591,120 | 3.39 | 163,949 | 7.92 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 221,072 | 300.88 | 8 | 600.00 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 1,136,931 | 17.40 | 40,600 | 122,927.27 | ||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 28,930 | 0.22 | 1,033 | 4.66 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 1,244,911 | 5.50 | 44,456 | 10.12 | ||||
| 2026-04-27 | 13F | Navigate Wealth Management, LLC | 291,137 | 10,868 | ||||||
| 2026-05-13 | 13F | Schoolcraft Capital LLC | 427,260 | 5.19 | 15,257 | 9.80 | ||||
| 2026-05-15 | 13F | Wealth Management Nebraska | 16,194 | 45.47 | 578 | 52.11 | ||||
| 2026-02-17 | 13F | Capital Insight Partners, Llc | 7,030 | 240 | ||||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 127,214 | 1.70 | 4,543 | 6.15 | ||||
| 2026-04-29 | 13F | Tilson Financial Group, Inc. | 781,347 | 2.20 | 27,902 | 6.68 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 10,948 | 406.62 | 476 | 4.40 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 393 | 14 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 48,601 | 1.52 | 1,736 | 5.99 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 15,092 | 42.57 | 565 | 56.08 | ||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 130,052 | 16.85 | 4,644 | 21.99 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 762,244 | 12.16 | 27,220 | 17.08 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 6,770,021 | 8.09 | 241,610 | 12.76 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,410 | 36.21 | 550 | 42.12 | ||||
| 2026-05-12 | 13F | Integras Partners LLC | 63,541 | 2,269 | ||||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 123,350 | 0.27 | 4,405 | 4.66 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 225,065 | 17.89 | 8,037 | 23.06 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 5,807 | 207 | ||||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 26,751 | 1 | ||||||
| 2026-04-21 | 13F | Sensible Money, LLC | 14,770 | 2.26 | 527 | 6.68 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 91,678 | 3.97 | 3,274 | 2.54 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 32,773 | 60.83 | 1,170 | 65.96 | ||||
| 2026-05-08 | 13F | Truepoint, Inc. | 3,585,713 | 5.14 | 128,046 | 9.75 | ||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 9,880 | 164,566.67 | 353 | |||||
| 2026-06-03 | 13F | DBK Financial Counsel, LLC | 129,154 | 15.69 | 4,612 | 20.76 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 691,191 | 15.20 | 24,682 | 20.25 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 535 | 18 | ||||||
| 2026-05-15 | 13F | XTX Topco Ltd | 6,688 | 239 | ||||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 119,468 | 37.90 | 4,266 | 43.98 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 213,633 | 5.80 | 7,629 | 10.44 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 1,135,924 | 20.52 | 40,563 | 25.80 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 10,887 | 389 | ||||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 906,845 | 1.02 | 32,383 | 5.45 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 669,753 | 31.63 | 23,914 | 37.38 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 202,145 | 21.40 | 7,219 | 26.72 | ||||
| 2026-05-14 | 13F | RB Capital Management, LLC | 12,322 | 19.84 | 440 | 25.36 | ||||
| 2026-05-15 | 13F | Segall Bryant & Hamill, Llc | 9,531 | 342 | ||||||
| 2026-04-10 | 13F | Voisard Asset Management Group, Inc. | 41,324 | 1.54 | 1,476 | 5.96 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 42,496 | 215.00 | 1,518 | 229.07 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 2,995,202 | 106,959 | ||||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 294,720 | 9.03 | 10,524 | 13.81 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 4,432 | 20.34 | 158 | 26.40 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 104,639 | 24.07 | 3,737 | 29.50 | ||||
| 2026-05-04 | 13F | Cornerstone Advisory, LLC | 5,939 | 212 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 2,388 | 2.67 | 85 | 7.59 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 936,769 | 0.13 | 33,452 | 4.52 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 99,457 | 36.96 | 3,552 | 42.95 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 784,607 | 11.69 | 28,018 | 16.59 | ||||
| 2026-05-13 | 13F | Parkshore Wealth Management, Inc. | 18,989 | 8.89 | 678 | 13.76 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 147,534 | 543.52 | 5,269 | 572.07 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 3,143,873 | 14.56 | 112,268 | 19.59 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors LLC | 229,013 | 3.19 | 8,178 | 7.72 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 1,463,782 | 6.54 | 52,272 | 11.21 | ||||
| 2026-05-05 | 13F | Compass Financial Group, Inc. | 96,871 | 9.28 | 3,459 | 14.08 | ||||
| 2026-04-22 | 13F | Formidable Asset Management, LLC | 33,605 | 3.06 | 1,150 | 7.18 | ||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 80,371 | 2,870 | ||||||
| 2026-04-21 | 13F | Compass Advisory Group LLC | 554,370 | 19,797 | ||||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 62,730 | 62.30 | 2,240 | 69.44 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 66,711 | 8.90 | 2,382 | 13.70 | ||||
| 2026-05-05 | 13F | Oder Investment Management, LLC | 23,709 | 50.60 | 847 | 57.25 | ||||
| 2026-04-16 | 13F/A | Wright Fund Managment, LLC | 21,300 | 761 | ||||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 31,284 | 5.60 | 1,117 | 10.27 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 2,400 | 86 | ||||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 113,320 | 14.79 | 4,047 | 19.81 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 31,619 | 1,129 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 160 | 6 | ||||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 233,457 | 14.96 | 8,337 | 19.99 | ||||
| 2026-04-23 | 13F | Johnson Wealth Management, LLC | 174,681 | 9.53 | 6,238 | 14.34 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 9,809 | 99.09 | 350 | 108.33 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 141 | 5 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 9,464 | 0.37 | 338 | 4.66 | ||||
| 2026-05-15 | 13F | Fmr Llc | 2,933 | 75.94 | 105 | 82.46 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 1,080 | 39 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 615,545 | 262.12 | 21,981 | 278.01 | ||||
| 2026-04-15 | 13F | Dixon Fnancial Services, Inc. | 6,821 | 4.23 | 244 | 8.97 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 974 | 58.37 | 35 | 61.90 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 1,602 | 0.06 | 57 | 5.56 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 1,475,653 | 11.27 | 52,696 | 16.15 | ||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 916,445 | 19.31 | 32,726 | 24.54 | ||||
| 2026-05-29 | 13F | Mullaney, Keating & Wright, Inc. | 9,103 | 0.08 | 325 | 4.50 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 122,759 | 0.60 | 4,509 | 8.00 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 115,034 | 75.48 | 3,935 | 82.51 | ||||
| 2026-05-05 | 13F | Golden Bell Financial Planning LLC | 275,360 | 5.47 | 9,833 | 10.10 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 222,848 | 10.53 | 7,958 | 15.37 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 12,382 | 442 | ||||||
| 2026-05-12 | 13F | Operose Advisors LLC | 9,235 | 1.95 | 330 | 6.47 | ||||
| 2026-04-07 | 13F | Trinity Financial Advisors LLC | 462,490 | 6.98 | 16,516 | 11.67 | ||||
| 2026-05-05 | 13F | Ferguson Johnson Wealth Management Inc | 61,598 | 7.32 | 2 | 100.00 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 14,491 | 0.33 | 517 | 4.66 | ||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 843,190 | 30,110 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 380,318 | 5,119.13 | 13,581 | 5,354.22 | ||||
| 2026-05-12 | 13F | Creative Planning | 581,934 | 1.89 | 20,781 | 6.36 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 331,896 | 2.28 | 11,852 | 6.77 | ||||
| 2026-05-15 | 13F | Envision Financial Planning, LLC | 95,430 | 1.06 | 3,408 | 5.48 | ||||
| 2026-04-10 | 13F | Great Oak Capital Partners, Llc | 913,706 | 2.26 | 33,615 | 8.64 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 6,856 | 245 | ||||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 13,887 | 496 | ||||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 128,656 | 4.50 | 4,594 | 9.10 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 20,702 | 166.54 | 739 | 178.87 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 115,841 | 5.44 | 4,137 | 10.06 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 74,900 | 2,675 | ||||||
| 2026-05-11 | 13F | McCartney Wealth Management LLC | 135,922 | 1.89 | 4,854 | 6.36 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 20,076 | 0.24 | 717 | 4.53 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 58,239 | 31.76 | 2,080 | 37.50 | ||||
| 2026-05-07 | 13F | Pillar Financial Advisors, LLC | 299,575 | 3.72 | 10,698 | 8.27 | ||||
| 2026-05-08 | 13F | Seneschal Advisors, LLC | 25,031 | 11.86 | 894 | 16.73 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 6,490 | 232 | ||||||
| 2026-05-05 | 13F | Premier Financial Group | 1,138,949 | 0.28 | 40,883 | 4.72 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 109,128 | 3.92 | 3,897 | 8.46 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 271 | 1,593.75 | 10 | |||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 226,582 | 17.00 | 8,091 | 22.15 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 14,378 | 12.63 | 513 | |||||
| 2026-04-24 | 13F | Mills Wealth Advisors LLC | 122,262 | 6.06 | 4,366 | 10.70 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 45,305 | 1,618 | ||||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 851 | 30 | ||||||
| 2026-04-22 | 13F | Foundry Financial LLC | 426,999 | 50.00 | 15,248 | 56.58 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 312,637 | 11,164 | ||||||
| 2026-05-14 | 13F | C M Bidwell & Associates Ltd | 15,491 | 12.50 | 553 | 17.41 | ||||
| 2026-04-13 | 13F | Cordant, Inc. | 209,434 | 18.95 | 7,479 | 24.16 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 21,531 | 6.44 | 769 | 10.98 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 126,404 | 18.60 | 4,514 | 23.78 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 10,193 | 364 | ||||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 10,832 | 0.02 | 387 | 4.32 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 31,054 | 23.51 | 1,109 | 28.84 | ||||
| 2026-05-12 | 13F | Professional Financial Solutions Llc /adv | 98,242 | 25.97 | 3,508 | 31.48 | ||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 149,453 | 3.53 | 5,337 | 8.06 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 601,058 | 13.85 | 21,464 | 18.84 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 356,345 | 4.57 | 12,725 | 9.16 | ||||
| 2026-04-08 | 13F | West Financial Advisors, LLC | 571,794 | 20,419 | ||||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 12,280 | 439 | ||||||
| 2026-04-29 | 13F | Austin Asset Management Co Inc | 432,188 | 0.49 | 15,433 | 4.89 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 26,459 | 73.95 | 945 | 81.54 | ||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 28,375 | 4.63 | 1,013 | 9.28 | ||||
| 2026-05-15 | 13F | Wealth Architects, LLC | 696,762 | 5.35 | 24,881 | 9.97 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 110,100 | 95.13 | 3,932 | 103.68 | ||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 381,397 | 2.11 | 13,620 | 6.59 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 1,368,350 | 13.49 | 48,864 | 18.46 | ||||
| 2026-04-21 | 13F | Tumwater Wealth Management, LLC | 894,899 | 0.38 | 31,957 | 4.78 | ||||
| 2026-05-04 | 13F | Stage Harbor Financial, Llc | 667,183 | 5.46 | 23,825 | 10.09 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 532,232 | 73,109.35 | 19,006 | 79,091.67 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 0 | 0 | ||||||
| 2026-05-15 | 13F/A | Studio Investment Management Llc | 174,594 | 2.81 | 6,235 | 7.32 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 153,699 | 18.54 | 5,489 | 23.74 | ||||
| 2026-05-12 | 13F | Disciplined Investors, L.L.C. | 59,009 | 26.94 | 2,107 | 32.52 | ||||
| 2026-05-04 | 13F | Redwood Park Advisors LLC | 154,716 | 1.83 | 5,525 | 6.29 | ||||
| 2026-04-20 | 13F | City State Bank | 84,176 | 21.11 | 3,006 | 26.42 | ||||
| 2026-04-28 | 13F | Oceanside Advisors LLC | 30,235 | 12.33 | 1,080 | 17.28 | ||||
| 2026-05-08 | 13F | Wilkerson Advisory Group LLC | 63,463 | 2,266 | ||||||
| 2026-04-20 | 13F | Strategent Financial, LLC | 94,883 | 0.37 | 3,388 | 4.76 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 76,318 | 2.97 | 2,725 | 7.50 | ||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 14,550 | 0.37 | 520 | 4.85 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1,808,994 | 13.91 | 64,599 | 18.90 | ||||
| 2026-05-06 | 13F | Three Arch Wealth Management LLC | 617,575 | 3.15 | 22,054 | 7.68 | ||||
| 2026-04-23 | 13F | Prosperity Advisers, LLC | 8,985 | 0.01 | 321 | 4.23 | ||||
| 2026-04-22 | 13F | LifeSteps Financial, Inc. | 28,439 | 1,016 | ||||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 15,266 | 46.09 | 545 | 52.66 | ||||
| 2026-04-20 | 13F | Triangle Securities Wealth Management | 17,075 | 88.67 | 610 | 97.09 | ||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 154,425 | 18.95 | 5,515 | 21.51 | ||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 68,994 | 29.13 | 2,464 | 34.81 | ||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 363,171 | 11.77 | 12,969 | 16.67 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 17,264 | 616 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 248,126 | 4.08 | 8,488 | 121,157.14 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 75,389 | 1.22 | 2,692 | 5.49 | ||||
| 2026-04-21 | 13F | Forteris Wealth Management Inc. | 39,849 | 12.00 | 1,423 | 16.93 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 351,235 | 11.64 | 12,016 | 16.09 | ||||
| 2026-05-05 | 13F | Haven Private, LLC | 9,895 | 353 | ||||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 4,858 | 173 | ||||||
| 2026-04-10 | 13F | McGrath & Associates, Inc. | 51,589 | 180.66 | 3,011 | 379.46 | ||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 165,869 | 36.72 | 5,920 | 36.88 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 9,109 | 0.16 | 325 | 4.50 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 2,408,269 | 9.41 | 85,999 | 14.20 | ||||
| 2026-04-22 | 13F | First Financial Group Corp | 136,991 | 9.50 | 4,892 | 14.30 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 284,823 | 5.73 | 10,171 | 10.37 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 367,119 | 8.11 | 13,110 | 12.85 | ||||
| 2026-05-11 | 13F | Commerce Bank | 117,518 | 4,197 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 4,003 | 102.48 | 137 | 109.23 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 19,316 | 690 | ||||||
| 2026-05-07 | 13F | Lakeshore Financial Planning, Inc. | 931,589 | 80.41 | 33,267 | 88.32 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 6,689 | 239 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 6,369 | 227 | 176.83 | |||||
| 2026-05-12 | 13F | E6 Portfolios, LLC | 72,973 | 9.55 | 2,606 | 14.35 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 9,006 | 27.89 | 322 | 33.75 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 20,622,687 | 17.86 | 736,436 | 23.03 | ||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 111,469 | 6.64 | 3,981 | 11.33 | ||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 9,653 | 345 | ||||||
| 2026-05-01 | 13F | Pacific Asset Management, LLC | 19,753 | 14.53 | 705 | 19.49 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 62,659 | 877.82 | 2,238 | 921.46 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 18,807 | 59.29 | 672 | 66.50 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 93,620 | 117.59 | 3,343 | 127.26 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 2,713 | 123.84 | 97 | 134.15 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 48,120 | 0.37 | 1,718 | 4.76 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 106,502 | 3,803 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 811,170 | 9.52 | 29 | 12.00 | ||||
| 2026-05-11 | 13F | PCA Investment Advisory Services Inc. | 42,299 | 5.77 | 1,510 | 10.38 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 3,906 | 0.10 | 139 | 4.51 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 7,726 | 0.38 | 276 | 4.56 | ||||
| 2026-05-15 | 13F | Security National Bank Of Sioux City Iowa /ia/ | 11,618 | 415 | ||||||
| 2026-04-23 | 13F | Master's Wealth Management Inc. | 161,810 | 13.30 | 5,778 | 18.28 | ||||
| 2026-05-15 | 13F | Vawter Financial, Ltd. | 139,619 | 0.28 | 4,986 | 4.68 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 1,147 | 41 | ||||||
| 2026-04-28 | 13F | WJ Wealth Management, LLC | 238,609 | 8,521 | ||||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 163,877 | 6.29 | 5,852 | 10.96 | ||||
| 2026-05-15 | 13F | Vance Wealth, Inc. | 227,306 | 14.59 | 8,117 | 19.61 | ||||
| 2026-04-22 | 13F | Lam Group, Inc. | 50 | 2 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 2,166,874 | 23.08 | 77,379 | 28.47 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 24,418 | 1.46 | 872 | 5.83 | ||||
| 2026-04-08 | 13F | Infinity Wealth Counsel, LLC | 27,429 | 1.95 | 979 | 6.41 | ||||
| 2026-04-21 | 13F | Long Island Wealth Management, Inc. | 22,146 | 194.22 | 791 | 207.39 | ||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 290,577 | 5.83 | 10,377 | 10.47 | ||||
| 2026-05-14 | 13F | Clg Llc | 112,713 | 8.19 | 4,025 | 12.91 | ||||
| 2026-05-13 | 13F | Monograph Wealth Advisors, Llc | 295,228 | 13.94 | 10,543 | 18.94 | ||||
| 2026-05-14 | 13F | Passive Capital Management, LLC. | 7,095 | 253 | ||||||
| 2026-04-27 | 13F | Legacy Financial Group, Inc. | 286,884 | 4.42 | 10,245 | 8.99 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 225 | 28.57 | 8 | 60.00 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 270,266 | 5.89 | 9,246 | 10.11 | ||||
| 2026-05-13 | 13F | Hill Island Financial Llc | 599,600 | 0.83 | 21,412 | 5.26 | ||||
| 2026-04-30 | 13F | Team Hewins, LLC | 944,372 | 3.18 | 33,724 | 7.71 | ||||
| 2026-05-15 | 13F | Security National Bank Of So Dak | 8,645 | 309 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 69,520 | 2.85 | 2,483 | 7.35 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 838,061 | 120.40 | 29,927 | 130.07 | ||||
| 2026-02-20 | 13F | SB Capital Management Inc | 224,042 | 7,664 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 3,667,210 | 57.99 | 130,956 | 64.91 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 163,392 | 2.36 | 5,848 | 7.09 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 8,508 | 304 | ||||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 1,326,979 | 40.29 | 47,386 | 46.44 | ||||
| 2026-05-05 | 13F | Financial Harvest, LLC | 76,600 | 20.66 | 2,735 | 25.98 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 248,840 | 6.62 | 8,886 | 11.30 | ||||
| 2026-05-12 | 13F | Cannon Financial Strategists, Inc. | 46,515 | 3.97 | 1,661 | 8.56 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 12,317 | 440 | ||||||
| 2026-04-01 | 13F | Signature Wealth Management Group | 5,857 | 209 | ||||||
| 2026-04-22 | 13F | Financially in Tune, LLC | 26,327 | 0.11 | 940 | 4.56 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 49,472 | 332.22 | 1,767 | 351.66 | ||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 160,572 | 5,726 | ||||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 238,540 | 13.09 | 8,047 | 11.53 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 103,757 | 106.60 | 3,705 | 115.66 | ||||
| 2026-05-14 | 13F | Sterling Wealth Management, Inc. | 380,080 | 1.75 | 13,573 | 6.21 | ||||
| 2026-05-04 | 13F | Summit Wealth Group, LLC | 102,082 | 2.36 | 3,645 | 6.86 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 141,654 | 22.98 | 5,058 | 28.38 | ||||
| 2026-05-11 | 13F | TAGStone Capital, Inc. | 16,479 | 0.73 | 588 | 5.19 | ||||
| 2026-04-13 | 13F | Lauer Wealth, LLC | 5,750 | 212 | ||||||
| 2026-04-20 | 13F | Apella Capital, LLC | 1,464,732 | 11.06 | 54,708 | 21.25 | ||||
| 2026-05-01 | 13F | Ruedi Wealth Management, Inc. | 260,194 | 11.30 | 9,292 | 16.18 |
