Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em iShares Trust - iShares Core Universal USD Bond ETF incluem Victory Capital Management Inc, Seeds Investor Llc, Resolute Wealth Advisor, Inc., Centerline Wealth Advisors, LLC, Madson Wealth Advisors Inc, EFG International AG, Arwa Llc, Joule Financial, LLC, Bleakley Financial Group, LLC, Aviance Capital Partners, LLC, Vantus Wealth LLC, Glenview Trust Co, Capital Advisor Network LLC, Sanchez Gaunt Capital Management, LLC, Strategic Financial Services, Inc,, Lee Johnson Capital Management, Llc, Moneta Group Investment Advisors Llc, Next Level Private LLC, Advisor OS, LLC, e Unique Wealth, 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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 162,024 | 1.86 | 7,484 | 1.09 | ||||
| 2026-04-22 | 13F | Atwater Malick LLC | 7,033 | 325 | ||||||
| 2026-04-29 | 13F | LiftPoint Family Wealth Advisors LLC | 23,566 | 3.28 | 1,089 | 2.54 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 101,243 | 16,773.83 | 4,676 | 17,218.52 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 111,419 | 47.40 | 5,185 | 47.38 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 37,254 | 5.47 | 1,721 | 4.69 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 25,844 | 15.47 | 1,194 | 14.60 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 915 | 42 | ||||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 23,474 | 11.92 | 1,084 | 11.07 | ||||
| 2026-05-04 | 13F | One Wealth Capital Management, Llc | 178,491 | 1.93 | 8,269 | 1.47 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 47,282,506 | 3.90 | 2,183,979 | 3.12 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 495,868 | 80.81 | 22,879 | 78.69 | ||||
| 2026-05-13 | 13F | Hill Island Financial Llc | 16,448 | 1.71 | 760 | 0.93 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 10,609 | 25.82 | 490 | 25.00 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 6,188 | 287 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 18,948,193 | 17.54 | 875,212 | 16.66 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 3,704 | 0.19 | 171 | -0.58 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 22,910 | 2.23 | 1,058 | 1.54 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 51,496 | 47.44 | 2,379 | 46.34 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 72,177 | 12.68 | 3,334 | 11.81 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 13,123 | 89.94 | 606 | 88.79 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 2,512,196 | 5.49 | 116,038 | 4.69 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 973,061 | 2.17 | 44,946 | 1.40 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 366,019 | 6.60 | 16,906 | 5.80 | ||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 2,947 | 33.95 | 136 | 33.33 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 191,834 | 194.07 | 8,861 | 191.83 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 56,865 | 35.65 | 2,627 | 34.67 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 51,419 | 45.44 | 2,375 | 44.38 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 307 | 0.66 | 14 | 0.00 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 1,225 | 57 | ||||||
| 2026-04-30 | 13F | Fortune Financial Advisors, LLC | 5,402 | 250 | ||||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 21,276 | 73.31 | 983 | 71.98 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 105 | 5 | ||||||
| 2026-04-23 | 13F | SageGuard Financial Group, LLC | 141,811 | 149.53 | 6,550 | 147.73 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 57,824 | 1,083.71 | 2,671 | 1,076.21 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 94 | 1.08 | 4 | 0.00 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 7,583 | 350 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 1,387,165 | 5.14 | 64,073 | 4.35 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 5,993 | 3.92 | 277 | 2.99 | ||||
| 2026-05-13 | 13F | Forum Private Client Group LLC | 346,474 | 2.97 | 16,004 | 2.20 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 253,664 | 30.04 | 11,676 | 28.24 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 56,072 | 2.64 | 2,590 | 1.85 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 91,364 | 2.50 | 4,220 | 1.74 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 81,959 | 9.49 | 3,786 | 8.67 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 6,875 | 17.58 | 318 | 16.54 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 654,806 | 365.06 | 30,239 | 360.66 | ||||
| 2026-04-29 | 13F | Global Strategic Investment Solutions, LLC | 1,266,562 | 3.27 | 58,502 | 2.50 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 54,570 | 27.97 | 2,521 | 27.02 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 4,664,293 | 1.78 | 215,444 | 1.02 | ||||
| 2026-04-15 | 13F | Targeted Financial Services LLC | 55,932 | 169.23 | 2,583 | 167.39 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 14,241 | 4.36 | 658 | 3.46 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 1,404 | 2.71 | 65 | 1.59 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 966 | 45 | ||||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 42,337 | 194.95 | 1,956 | 192.66 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 1,176 | 12.00 | 54 | 12.50 | ||||
| 2026-04-28 | 13F/A | FLP Wealth Management, LLC | 13,998 | 6.05 | 647 | 5.21 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 633,452 | 10.36 | 29,259 | 9.53 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 5,549 | 256 | ||||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 224,008 | 7.90 | 10,347 | 7.09 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 633,336 | 75.51 | 29,475 | 74.87 | ||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 84,921 | 26.23 | 3,918 | 25.18 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 69,696 | 8.83 | 3,219 | 8.02 | ||||
| 2026-05-04 | 13F | Wealthgarden F.s. Llc | 23,477 | 19.93 | 1,084 | 18.60 | ||||
| 2026-04-22 | 13F | Citrine Capital LLC | 4,517 | 209 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 4,938,217 | 9.10 | 228,096 | 8.28 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 286,289 | 3.33 | 13,224 | 2.55 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 643,239 | 9.28 | 29,711 | 8.46 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 64,052 | 6.01 | 2,952 | 4.79 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 143,159 | 9.57 | 6,613 | 8.75 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 43,092 | 10.85 | 1,990 | 10.01 | ||||
| 2026-05-11 | 13F | West Wealth Group, LLC | 428,064 | 6.11 | 19,772 | 5.32 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 691,129 | 2.99 | 31,923 | 2.22 | ||||
| 2026-04-22 | 13F | Seneca Financial Advisors LLC | 61,303 | 0.79 | 2,832 | 0.04 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 263,033 | 12,141 | ||||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 36,148 | 3.37 | 1,670 | 2.58 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 38,778 | 16.71 | 1,791 | 15.85 | ||||
| 2026-05-14 | 13F | Betterment LLC | 208,442 | 21.36 | 10 | 28.57 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 4,659 | 2.92 | 217 | 2.37 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 49,775 | 11.19 | 2,299 | 10.37 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 27,233 | 2.35 | 1,258 | 1.05 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 54,278 | 0.15 | 2,507 | -0.59 | ||||
| 2026-04-07 | 13F | Eastern Bank | 150 | 7 | ||||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 4,101,187 | 2.68 | 189,475 | 1.93 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 878,036 | 93.37 | 40,556 | 91.92 | ||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 22,092 | 1,020 | ||||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 21,995 | 352.76 | 1,016 | 349.12 | ||||
| 2026-04-16 | 13F | Vested Financial Planning, LLC | 33,153 | 20.46 | 1,531 | 19.61 | ||||
| 2026-05-11 | 13F | Resolute Wealth Advisor, Inc. | 254,454 | 11,753 | ||||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 0 | 0 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 6,835 | 1.00 | 316 | 0.32 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 27,923 | 14.77 | 1,290 | 13.87 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 25,978,502 | 5.17 | 1,199,947 | 4.38 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 17,909,534 | 0.35 | 825,630 | -0.60 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 226,826 | 10,477 | ||||||
| 2026-04-14 | 13F | Joule Financial, LLC | 24,260 | 1,121 | ||||||
| 2026-04-16 | 13F | Lee Johnson Capital Management, Llc | 8,565 | 396 | ||||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 10,636 | 41.21 | 491 | 40.29 | ||||
| 2026-05-13 | 13F | Richard W. Paul & Associates, LLC | 89,575 | 11.15 | 4,137 | 10.32 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 38 | 2 | ||||||
| 2026-05-11 | 13F | Elevation Wealth Management LLC | 19,363 | 0.50 | 894 | -0.22 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 265,614 | 12,343 | ||||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 131,069 | 6,054 | ||||||
| 2026-04-13 | 13F | Trust Co | 275 | 0.36 | 13 | 0.00 | ||||
| 2026-05-07 | 13F | Fedenia Advisers LLC | 267,471 | 29.79 | 12,354 | 28.82 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 13,013 | 601 | ||||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 1,101,390 | 10.50 | 50,873 | 9.67 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 17,616,671 | 2.46 | 813,714 | 101,614.25 | ||||
| 2026-04-23 | 13F | SMART Wealth LLC | 5,114 | 236 | ||||||
| 2026-05-05 | 13F | Sofi Wealth, Llc | 1,553,764 | 28.69 | 71,768 | 27.72 | ||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 309,066 | 14.24 | 14,276 | 13.38 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 66,721 | 211.79 | 3,082 | 209.65 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 2,126 | 98 | ||||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 70,333 | 3,249 | ||||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,504 | 9.35 | 716 | 8.65 | ||||
| 2026-04-22 | 13F | Mason & Associates, LLC | 2,897,250 | 2.34 | 133,824 | 1.57 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 2,926,345 | 7.35 | 135,168 | 6.55 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 70,341 | 16.27 | 3,249 | 15.42 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 30,338,047 | 5.99 | 1,401,314 | 5.20 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 220,956 | 27.59 | 10,206 | 26.63 | ||||
| 2026-05-12 | 13F | Orcam Financial Group | 6,943 | 321 | ||||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 63,291 | 1.64 | 2,923 | 0.90 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 483,015 | 3.72 | 22,480 | 3.34 | ||||
| 2026-05-06 | 13F | Eq Llc | 21,256 | 1.79 | 982 | 1.03 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 495,031 | 214.78 | 22,865 | 212.45 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 492,806 | 9.79 | 22,763 | 8.96 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 49,562,677 | 3.37 | 2,289,300 | 2.59 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 8,948 | 416 | ||||||
| 2026-05-08 | 13F | Firestone Capital Management | 351,784 | 0.70 | 16,249 | -0.06 | ||||
| 2026-04-13 | 13F | ONE Advisory Partners, LLC | 711,117 | 4.99 | 32,846 | 4.20 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 328,949 | 18.96 | 15,201 | 17.71 | ||||
| 2026-04-21 | 13F | BCU Wealth Advisors, LLC | 127,618 | 5.53 | 5,895 | 4.73 | ||||
| 2026-05-13 | 13F | ETF Portfolio Partners, Inc. | 25,750 | 1.01 | 1,189 | 0.25 | ||||
| 2026-04-30 | 13F | Range Financial Group LLC | 70,505 | 9.20 | 3,257 | 8.39 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 607 | 28 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 320,758 | 11,323.01 | 14,816 | 11,296.15 | ||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 88,999 | 3.81 | 4,111 | 3.01 | ||||
| 2026-05-06 | 13F | Fiscal Wisdom Wealth Management, LLC | 33,612 | 27.18 | 1,553 | 26.18 | ||||
| 2026-05-15 | 13F | Real Talk Capital, LLC | 6,917 | 2.35 | 320 | 1.59 | ||||
| 2026-04-29 | 13F | Renasant Bank | 87,866 | 11.76 | 4,059 | 10.93 | ||||
| 2026-04-14 | 13F | Lockerman Financial Group, Inc. | 17,798 | 50.26 | 822 | 49.18 | ||||
| 2026-04-27 | 13F | Syntegra Private Wealth Group, LLC | 7,433 | 0.94 | 343 | 0.29 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 152,297 | 257.30 | 7,035 | 254.72 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 78,812 | 1,166.46 | 3,640 | 1,159.52 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 104,054 | 10.90 | 4,806 | 10.08 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 5,811 | 32.31 | 268 | 31.37 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 5,923 | 5.69 | 274 | 5.00 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 3,343,314 | 17.73 | 154,428 | 16.85 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 190,828 | 6.18 | 8,814 | 5.38 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 104,718 | 33.79 | 4,837 | 32.78 | ||||
| 2026-04-13 | 13F | Shira Ridge Wealth Management | 114,812 | 16.87 | 5,303 | 16.01 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 337,978 | 8.36 | 15,611 | 7.54 | ||||
| 2026-05-12 | 13F | Bellwether Advisors, LLC | 6,161 | 0.92 | 285 | 0.00 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 6,833 | 316 | ||||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 767,496 | 10.05 | 35,451 | 9.22 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 17,131 | 797 | ||||||
| 2026-04-10 | 13F | Impact Capital Partners LLC | 5,642 | 1.93 | 261 | 1.17 | ||||
| 2026-05-13 | 13F | Roger Wittlin Investment Advisory, LLC | 12,534 | 0.69 | 579 | -0.17 | ||||
| 2026-05-12 | 13F | Sfmg, Llc | 10,454 | 2.74 | 483 | 1.90 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 460,907 | 3.04 | 21,289 | 2.27 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 21,506 | 18.03 | 993 | 17.10 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 15,309 | 7.84 | 707 | 7.12 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 46,967 | 32.84 | 2,169 | 31.85 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 152,318 | 7 | ||||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 5,192 | 240 | ||||||
| 2026-04-02 | 13F | Stash Investments, LLC | 988,610 | 4.61 | 45,664 | 3.82 | ||||
| 2026-04-23 | 13F | Game Plan Financial Advisors, LLC | 15 | 1 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 1,607,867 | 18.09 | 74,830 | 17.66 | ||||
| 2026-05-11 | 13F | A4 Wealth Advisors LLC | 9,225 | 0.11 | 426 | -0.47 | ||||
| 2026-05-14 | 13F | Retirement Capital Strategies | 213,628 | 5.93 | 9,867 | 5.14 | ||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 5,280 | 36.54 | 244 | 35.75 | ||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 4,988 | 5.68 | 230 | 5.02 | ||||
| 2026-04-23 | 13F | Blackston Financial Advisory Group, LLC | 4,639 | 214 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 54,550 | 6.70 | 2,514 | 5.67 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 23,974 | 1.98 | 1,107 | 1.19 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 1,702 | 65.40 | 79 | 65.96 | ||||
| 2026-04-27 | 13F | Actinver Wealth Management, Inc. | 121,551 | 52.50 | 5,614 | 51.36 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 23,886 | 8.83 | 1,103 | 8.03 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 317,168 | 8.82 | 14,650 | 7.99 | ||||
| 2026-05-12 | 13F | Clark Wealth Partners | 56 | 3 | ||||||
| 2026-05-04 | 13F | Legacy Financial Group LLC | 557,960 | 4.63 | 25,772 | 4.04 | ||||
| 2026-05-14 | 13F | Financial Sense Advisors, Inc. | 4,366 | 0.02 | 202 | -0.99 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 5,234,998 | 13.04 | 241,804 | 12.19 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 273,987 | 7.31 | 12,655 | 6.51 | ||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 31,384 | 38.22 | 1,450 | 37.22 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 126,653 | 2.35 | 5,839 | 1.37 | ||||
| 2026-04-28 | 13F | Lansing Street Advisors | 16,686 | 5.71 | 771 | 4.90 | ||||
| 2026-04-13 | 13F | Cogent Private Wealth, Inc. | 9,416 | 2.94 | 435 | 2.12 | ||||
| 2026-04-23 | 13F | Oregon Pacific Wealth Management, LLC | 17,430 | 12.00 | 805 | 11.19 | ||||
| 2026-05-13 | 13F | Tiemann Investment Advisors, Llc | 301,769 | 2.16 | 13,939 | 1.39 | ||||
| 2026-04-21 | 13F | J.E. Simmons & Co., P.C. | 150,410 | 60.85 | 6,947 | 59.66 | ||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 250,223 | 1.93 | 11,558 | 1.16 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 1,122,430 | 35.80 | 52,227 | 35.76 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 41,658 | 8.30 | 1,924 | 7.49 | ||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 16,690 | 0.06 | 1 | |||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 593 | 27 | ||||||
| 2026-04-10 | 13F | Jacobson & Schmitt Advisors, Llc | 797,346 | 2.33 | 36,829 | 1.56 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 690,755 | 7.92 | 31,906 | 7.11 | ||||
| 2026-04-10 | 13F | Cassilly Financial Group LLC | 77,248 | 3.02 | 3,568 | 2.26 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 62,787 | 21.47 | 2,900 | 20.58 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 871,594 | 4.71 | 40,259 | 3.92 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 209,521 | 0.62 | 9,787 | 0.75 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 19,393 | 41,161.70 | 896 | -0.78 | ||||
| 2026-05-12 | 13F | Creative Planning | 470,401 | 160.56 | 21,728 | 158.62 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 67,916 | 8.44 | 3,137 | 7.65 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 27,938 | 2.55 | 1,290 | 1.82 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 16,296 | 5.16 | 753 | 4.30 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 33,773 | 7.63 | 1,560 | 6.78 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 42,897 | 31.12 | 1,981 | 30.16 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 4,298,070 | 8.17 | 198,529 | 7.36 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 611,837 | 4.61 | 28,261 | 3.82 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 25,825 | 1.38 | 1,193 | 0.59 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 7,143 | 2.47 | 330 | 1.54 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 85,010 | 12.93 | 3,927 | 12.08 | ||||
| 2026-05-13 | 13F | Hirtle Callaghan & Co LLC | 467 | -0.85 | ||||||
| 2026-05-13 | 13F | Keystone Financial Group | 8,575 | 16.83 | 396 | 16.13 | ||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 47,767 | 3.94 | 2 | 0.00 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 24,176 | 6.93 | 1,114 | 5.89 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 676 | 17.77 | 31 | 19.23 | ||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 18,345 | 8.57 | 847 | 7.76 | ||||
| 2026-04-29 | 13F | Horst & Graben Wealth Management LLC | 570,855 | 1.93 | 26,448 | 1.46 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 43,118 | 5.31 | 1,992 | 4.51 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 53,653 | 15.15 | 2,473 | 13.81 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 222 | 4.23 | 10 | 11.11 | ||||
| 2026-05-12 | 13F | Advocacy Wealth Management Services, LLC | 405,887 | 18,748 | ||||||
| 2026-04-20 | 13F | Triangle Securities Wealth Management | 199,664 | 2.33 | 9,222 | 1.56 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 2,380 | 2.76 | 110 | 1.87 | ||||
| 2026-05-11 | 13F | Elevated Financial Group LLC | 491,327 | 12.38 | 22,694 | 11.54 | ||||
| 2026-04-24 | 13F | Semus Wealth Partners LLC | 12,863 | 0.03 | 594 | -0.67 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 102,826 | 5.69 | 4,750 | 4.88 | ||||
| 2026-04-10 | 13F | Novem Group | 7,274 | 3.28 | 336 | 2.75 | ||||
| 2026-04-28 | 13F | Novus Advisors, Llc | 15,618 | 0.87 | 721 | 0.14 | ||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 124,072 | 9.09 | 5,731 | 8.26 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 32,687 | 0.03 | 1,510 | -0.72 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 285,275 | 473.65 | 13,177 | 469.40 | ||||
| 2026-04-23 | 13F | Daviman Financial, LLC | 129,822 | 3.94 | 5,996 | 3.17 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 39,105 | 0.19 | 1,806 | -0.55 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 104 | 0.97 | 5 | 0.00 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 15,122 | 28.61 | 698 | 27.61 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 564,166 | 6.74 | 26,059 | 5.93 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 6,098 | 29.22 | 284 | 28.64 | ||||
| 2026-05-26 | 13F | Serenity Investment Advisors | 4,439 | 204 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 10,043,013 | 5.46 | 463,887 | 4.67 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 815,121 | 4.39 | 37,650 | 3.60 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 177,350 | 99.36 | 8,192 | 97.85 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 89,554 | 65.01 | 4,137 | 63.80 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 48,797 | 0.38 | 2,254 | -0.40 | ||||
| 2026-05-15 | 13F | Talisman Wealth Advisors LLC | 7,908 | 54.60 | 383 | 53.82 | ||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 79,337 | 6.92 | 3,665 | 6.11 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 3,992 | 78.61 | 184 | 76.92 | ||||
| 2026-04-21 | 13F | Madson Wealth Advisors Inc | 49,442 | 2,284 | ||||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 218,024 | 493.41 | 10,071 | 489.23 | ||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 7,533 | 348 | ||||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 48,347 | 15.61 | 2,228 | 14.49 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 3,106,970 | 15.30 | 143,511 | 14.43 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 7,645,647 | 66.06 | 353,152 | 64.81 | ||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 127,073 | 14.08 | 5,870 | 13.21 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 45,037 | 5.48 | 2,080 | 4.68 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 143,675 | 3.80 | 6,636 | 3.03 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 45,216 | 4.91 | 2,089 | 4.14 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 1,595 | 74 | ||||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 13,407 | 21.80 | 619 | 20.90 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 15,468 | 36.23 | 714 | 35.23 | ||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 13,699 | 6.28 | 633 | 5.51 | ||||
| 2026-04-17 | 13F | Swp Financial Llc | 297,936 | 1.58 | 13,762 | 0.81 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 13,096 | 0.53 | 605 | -0.33 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 714,406 | 19.28 | 32,998 | 18.38 | ||||
| 2026-04-22 | 13F | Advocate Investing Services LLC | 911 | 42 | ||||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 210,078 | 6.54 | 9,704 | 5.74 | ||||
| 2026-04-21 | 13F | Polaris Investment Advisors, LLC | 175,109 | 6.25 | 8,088 | 5.45 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 8,956,773 | 4.10 | 414 | 3.25 | ||||
| 2026-04-14 | 13F | Pacific Capital Wealth Advisors, Inc | 4,755 | 220 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 239,753 | 11,074 | ||||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 95,098 | 37.19 | 4,406 | 36.55 | ||||
| 2026-05-13 | 13F | Avail Investment Partners, LLC | 4,684 | 0 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 30,131 | 108.07 | 1,392 | 106.69 | ||||
| 2026-04-16 | 13F | True Vision MN LLC | 370,169 | 17.26 | 17,098 | 16.38 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 9,509 | 53.47 | 438 | 52.08 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 163,206 | 30.17 | 8 | 40.00 | ||||
| 2026-04-22 | 13F | Capital Investment Management, Inc. | 96,144 | 10.52 | 4,441 | 9.68 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 51,955 | 13.86 | 2,400 | 13.00 | ||||
| 2026-04-13 | 13F | Arwa Llc | 34,429 | 1,595 | ||||||
| 2026-05-14 | 13F | Sunesis Advisors, LLC | 75,024 | 3.51 | 3,465 | 2.73 | ||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 5,155 | 10.48 | 238 | 9.68 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 44,652 | 10.45 | 2,062 | 9.62 | ||||
| 2026-05-01 | 13F | TSA Wealth Managment LLC | 249,885 | 4.65 | 11,542 | 3.87 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 129,617 | 2.25 | 5,987 | 1.47 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 7,713,487 | 8.72 | 356 | 7.88 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 7,052 | 0.46 | 326 | -0.31 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 60,141 | 5.69 | 2,778 | 4.87 | ||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 500 | 23 | ||||||
| 2026-05-15 | 13F | Victory Capital Management Inc | 2,397,900 | 110,759 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 3,121,715 | 0.35 | 145,285 | 100,095.86 | ||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 17,543 | 154.39 | 810 | 153.13 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 1,025,809 | 5.30 | 47,382 | 4.51 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 340,531 | 93.76 | 15,848 | 93.06 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 19,885 | 918 | ||||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 204,563 | 15.73 | 9,449 | 14.54 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 1,863,494 | 0.29 | 86 | 0.00 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 92,386 | 36.50 | 4,267 | 35.50 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 293,817 | 13,571 | ||||||
| 2026-04-22 | 13F | Quattro Financial Advisors Llc | 165,372 | 8.92 | 7,639 | 8.10 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 1,755,388 | 3.95 | 81,081 | 3.17 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 77,079 | 3,560 | ||||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 37,073 | 17.71 | 1,712 | 16.86 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 1,026,040 | 11.32 | 47,341 | 10.37 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 350,451 | 7.04 | 16,187 | 6.23 | ||||
| 2026-05-13 | 13F | Forthright Family Wealth Advisory LLC | 116,361 | 5,305 | ||||||
| 2026-04-29 | 13F | Financial Life Advisors | 257,190 | 10.56 | 11,880 | 9.74 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 42,136 | 11.19 | 1,946 | 10.38 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 48,736 | 3.69 | 2,251 | 2.93 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 1,191,852 | 2.55 | 55,052 | 1.77 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 9,609 | 444 | ||||||
| 2026-04-02 | 13F | Fulcrum Equity Management | 11,735 | 1.33 | 542 | 0.74 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 5,370 | 0.11 | 248 | -0.40 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 3,392,517 | 3,490.92 | 1,005 | -77.14 | ||||
| 2026-04-20 | 13F | Bennett Associates Wealth Management | 143,071 | 1.40 | 6,608 | 0.64 | ||||
| 2026-05-04 | 13F | Northland Securities, Inc. | 21,052 | 21.38 | 972 | 20.45 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 4,952 | 97.53 | 229 | 96.55 | ||||
| 2026-04-17 | 13F | Visionary Horizons, LLC | 38,828 | 13.47 | 1,793 | 12.63 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 8,370 | 1.59 | 387 | 0.52 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 220,994 | 108.46 | 10,208 | 106.91 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 220,958 | 6.18 | 10,206 | 5.39 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 44,926 | 8.19 | 2,075 | 7.40 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 18,854 | 2.38 | 872 | 1.40 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 6,527 | 7.65 | 301 | 6.74 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 41,313 | 88.53 | 1,908 | 87.24 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 679,198 | 7.23 | 31,372 | 6.42 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 12,533 | 6.56 | 579 | 5.67 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 8,395 | 388 | ||||||
| 2026-04-21 | 13F | Shepherd Street Advisors LLC | 11,069 | 32.59 | 511 | 31.70 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 153 | 7 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 7,590,426 | 10.64 | 350,602 | 9.81 | ||||
| 2026-05-14 | 13F | Blalock Williams, Llc | 35,027 | 22.36 | 1,618 | 21.40 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 633 | 0.80 | 29 | 0.00 | ||||
| 2026-04-14 | 13F | Centerline Wealth Advisors, LLC | 80,066 | 3,698 | ||||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 22,827 | 0.11 | 1,054 | -0.66 | ||||
| 2026-04-23 | 13F | Ewa, Llc | 274,812 | 39.48 | 12,694 | 38.43 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 128,026 | 68.52 | 5,914 | 67.27 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 21,798 | 149.26 | 1,007 | 147.78 | ||||
| 2026-04-08 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 151,163 | 54.71 | 6,982 | 53.55 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 109,921 | 4.35 | 5,086 | 3.50 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 5,637 | 260 | ||||||
| 2026-04-09 | 13F | Kelly Financial Group Llc | 19,900 | 7.90 | 919 | 7.11 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 7,710 | 0.53 | 356 | -0.28 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 977,212 | 3.63 | 45,137 | 2.85 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 146 | 7 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 11,541,941 | 3.86 | 533,105 | 3.09 | ||||
| 2026-05-15 | 13F | Capstone Triton Financial Group, LLC | 4,425 | 205 | ||||||
| 2026-05-14 | 13F | Northern Trust Corp | 20,886 | 235.63 | 965 | 233.56 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 295,121 | 12.71 | 13,632 | 11.86 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 0 | 0 | ||||||
| 2026-05-12 | 13F | CBM Financial, LLC | 8,241 | 8.42 | 383 | 7.28 | ||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 33,688 | 6.38 | 1,556 | 5.63 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 3,928 | 947.47 | 181 | 964.71 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 20,211 | 3.70 | 934 | 2.87 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 48,731 | 0.22 | 2,251 | -0.57 | ||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 21,138 | 22.05 | 979 | 21.46 | ||||
| 2026-05-12 | 13F | Elite Financial, Inc. | 325,786 | 3.12 | 15 | 7.14 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 8,329 | 74.32 | 385 | 72.97 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 235 | 53.59 | 11 | 42.86 | ||||
| 2026-05-08 | 13F/A | Davidson Investment Advisors | 12,003 | 1.45 | 554 | 0.73 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 18,667 | 2.20 | 862 | 1.41 | ||||
| 2026-04-16 | 13F | Lifelong Wealth Advisors, Inc. | 75,687 | 4.46 | 3,496 | 3.65 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 1,307,816 | 15.83 | 60,408 | 14.96 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 51,317 | 18.19 | 2,370 | 17.33 | ||||
| 2026-05-06 | 13F | Shared Vision Wealth Group LLC | 396,227 | 0.28 | 18,302 | -0.88 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 24,178 | 2.28 | 1 | 0.00 | ||||
| 2026-04-23 | 13F | Catalina Capital Group, LLC | 24,130 | 5.39 | 1,115 | 4.60 | ||||
| 2026-06-01 | 13F | Concorde Asset Management, LLC | 102,539 | 1.23 | 4,736 | 0.47 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 59,318 | 39.08 | 2,740 | 38.05 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 6,756 | 0.21 | 312 | -0.32 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 1,864,366 | 3.70 | 86,115 | 2.92 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 16,251 | 0.46 | 751 | -0.27 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 130,124 | 17.48 | 6,010 | 16.61 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 11,562 | 19.22 | 534 | 18.40 | ||||
| 2026-05-12 | 13F | Hanlon Investment Management, Inc. | 37,042 | 0.70 | 1,711 | -0.06 | ||||
| 2026-05-15 | 13F | PSI Advisors, LLC | 5,353 | 247 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 541,480 | 847.19 | 25,011 | 840.23 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 1,044,684 | 4.03 | 48,254 | 3.25 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 6,897 | 0.04 | 319 | -0.62 | ||||
| 2026-04-14 | 13F | Xena Financial Planning, LLC | 139,477 | 11.73 | 6,442 | 10.90 | ||||
| 2026-05-15 | 13F | Soros Capital Management Llc | 6,436 | 37.87 | 297 | 36.87 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 6,636 | 26.26 | 307 | 25.41 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 133,081,202 | 11.75 | 6,147,021 | 10.91 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 5,053,447 | 7,026.97 | 233,419 | 6,975.42 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 12,537,350 | 0.56 | 579,100 | -0.20 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 5,879 | 9.15 | 272 | 8.40 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 6,436 | 12.66 | 297 | 12.08 | ||||
| 2026-05-11 | 13F | Commerce Bank | 7,798 | 51.18 | 360 | 50.00 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 11,567 | 12.69 | 534 | 11.95 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 7,742 | 0.19 | 358 | -0.56 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 25,292 | 2.64 | 1,168 | 1.92 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 614,297 | 13.06 | 28,374 | 12.21 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 19,202 | 25.41 | 887 | 24.44 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 30,884 | 1,427 | ||||||
| 2026-05-07 | 13F | Rachor Investment Advisory Services, LLC | 137 | 6 | ||||||
| 2026-05-05 | 13F | Theory Financial Llc | 89,293 | 5.48 | 4,124 | 4.25 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 1,621,133 | 8.19 | 75 | 7.25 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 49,945 | 20.04 | 2,307 | 19.11 | ||||
| 2026-04-09 | 13F | ASL Financial, LLC | 82,188 | 10.45 | 3,796 | 9.62 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 201,891 | 0.58 | 9,325 | -0.18 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 185,364 | 5.82 | 8,562 | 5.02 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 143,299 | 0.73 | 6,619 | -0.05 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 6,231 | 28.71 | 288 | 27.56 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 341,084 | 11.54 | 15,755 | 10.69 | ||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 82,755 | 3.79 | 3,822 | 3.02 | ||||
| 2026-04-20 | 13F | Aegis Wealth Management, Inc. | 12,293 | 5.28 | 568 | 4.42 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 182 | 8 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 487,041 | 11.01 | 22,497 | 10.17 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 6,622 | 27.00 | 306 | 26.03 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 1,072,619 | 2.96 | 49,544 | 2.19 | ||||
| 2026-05-06 | 13F | Hershey Financial Advisers, LLC | 29,677 | 25.00 | 1,371 | 24.09 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 46,405 | 14.82 | 2,143 | 13.93 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 12,692 | 586 | ||||||
| 2026-05-14 | 13F | Insight Wealth Partners, LLC | 20,212 | 8.05 | 934 | 7.24 | ||||
| 2026-05-20 | 13F/A | J. Mark Nickell & Co. | 276,300 | 10.34 | 12,762 | 9.52 | ||||
| 2026-04-23 | 13F | Next Level Private LLC | 7,705 | 356 | ||||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 24,981 | 74.95 | 1,154 | 73.64 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 4,420 | 0.68 | 204 | 0.00 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 25,552 | 11.09 | 1,183 | 10.26 | ||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 974,524 | 4.96 | 45,013 | 4.18 | ||||
| 2026-05-12 | 13F | Acorn Creek Capital Llc | 19,818 | 0.37 | 915 | -0.33 | ||||
| 2026-05-11 | 13F | Collier Financial | 697 | 0.87 | 32 | 0.00 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 2,522,974 | 3.69 | 116,536 | 2.91 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 1,481,053 | 3.47 | 68,410 | 2.69 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 865,259 | 7.62 | 39,966 | 6.81 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 88,945 | 747.34 | 4,109 | 740.08 | ||||
| 2026-05-01 | 13F | New Republic Capital, LLC | 9,285 | 2.20 | 429 | 1.42 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 79,586,891 | 3.95 | 3,650,704 | 2.45 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 1,455,397 | 1.00 | 67,225 | 0.24 | ||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 169,968 | 31.85 | 7,851 | 30.86 | ||||
| 2026-04-08 | 13F | Pines Wealth Management, LLC | 81,340 | 14.50 | 3,757 | 13.64 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 2,768 | 19.67 | 128 | 18.69 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 104,853 | 86.23 | 4,843 | 84.21 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 330,634 | 6.63 | 15,272 | 5.83 | ||||
| 2026-05-05 | 13F | Noesis Capital Mangement Corp | 5,789 | 267 | ||||||
| 2026-04-14 | 13F | New Capital Management LP | 193,766 | 4.60 | 8,950 | 3.82 | ||||
| 2026-05-14 | 13F | Dixon Mitchell Investment Counsel Inc. | 26 | 1 | ||||||
| 2026-05-05 | 13F | Frisch Financial Group, Inc. | 457,422 | 93.20 | 21,128 | 91.76 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 7,624 | 0.32 | 352 | -0.28 | ||||
| 2026-05-11 | 13F | Capital Square, LLC | 56,905 | 28.63 | 2,640 | 28.28 | ||||
| 2026-05-08 | 13F | Strategic Financial Services, Inc, | 8,812 | 407 | ||||||
| 2026-05-15 | 13F | EFG International AG | 41,166 | 1,901 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 56,014 | 10.85 | 2,607 | 10.42 | ||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 5,727 | 1.70 | 265 | 0.76 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 2,895 | 2.77 | 134 | 1.53 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 11,847 | 2.28 | 548 | 1.48 | ||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 2,248,840 | 0.63 | 103,874 | -0.13 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 6,786 | 313 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 363,255 | 5,213.08 | 16,779 | 5,176.10 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 15,309 | 5.57 | 707 | 4.90 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 319 | 15 | ||||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 0 | 0 | ||||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 252,171 | 90.17 | 11,648 | 88.74 | ||||
| 2026-04-02 | 13F | Silverleafe Capital Partners, LLC | 18,304 | 0.65 | 845 | -0.12 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 56,437 | 45.38 | 2,607 | 44.30 | ||||
| 2026-05-12 | 13F | Strategy Asset Managers Llc | 75,959 | 8.70 | 3,509 | 7.87 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 428,360 | 16.82 | 19,786 | 15.93 | ||||
| 2026-04-29 | 13F | W Advisors, Llc | 45,639 | 8.49 | 2,108 | 7.72 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 166,786 | 10.63 | 7,704 | 9.79 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 8,026 | 0.25 | 371 | -0.54 | ||||
| 2026-05-12 | 13F | Americana Partners, LLC | 53,638 | 7.13 | 2,478 | 6.31 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 10,974,170 | 13.84 | 506,897 | 12.98 | ||||
| 2026-05-08 | 13F | Curtis Wealth Management Llc | 65,374 | 5.67 | 3,020 | 4.46 | ||||
| 2026-05-08 | 13F | TMB Capital Partners, LLC | 80,238 | 1.93 | 3,706 | 1.17 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 372 | 15.17 | 17 | 13.33 | ||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 553,788 | 4.02 | 25,579 | 3.24 | ||||
| 2026-04-28 | 13F | PUREfi Wealth, LLC | 11,110 | 64.01 | 513 | 62.86 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 48,393 | 53.82 | 2,235 | 52.66 | ||||
| 2026-05-14 | 13F | Davis Wealth Advisors, LLC | 149,223 | 4.14 | 6,893 | 3.34 | ||||
| 2026-04-21 | 13F | J.M. Arbour, LLC | 130,302 | 6.21 | 6,019 | 5.41 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 11,039 | 1.79 | 510 | 0.99 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 5,321 | 246 | ||||||
| 2026-05-14 | 13F | Redwood Investment Management, Llc | 94,878 | 9.50 | 4 | 0.00 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 2,667,710 | 4.93 | 123,222 | 4.14 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 67,596 | 4.51 | 3,122 | 3.72 | ||||
| 2026-04-24 | 13F | United Community Bank | 4,866 | 225 | ||||||
| 2026-05-13 | 13F | Corsicana & Co. | 4,587 | 7.30 | 211 | 6.57 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 450 | -5.46 | ||||||
| 2026-05-05 | 13F | PFG Advisors | 402,930 | 7.67 | 18,611 | 6.87 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 29,271 | 2.38 | 1,360 | 2.03 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 5,882 | 49.78 | 272 | 48.90 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 7,583 | 350 | ||||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 188,532 | 5.93 | 8,708 | 5.13 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 14,222 | 91.57 | 656 | 89.86 | ||||
| 2026-05-05 | 13F | Kickstand Ventures, Llc. | 177,225 | 0.38 | 8,186 | -0.37 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 59,160 | 8.91 | 2,733 | 9.02 | ||||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 7,575 | 32.45 | 350 | 31.20 | ||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 485 | 22 | ||||||
| 2026-05-04 | 13F | Genesis Wealth Advisors, LLC | 8,700 | 1.96 | 402 | 1.01 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 331 | 15 | ||||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 444 | 21 | ||||||
| 2026-05-14 | 13F | Pacific Financial Group Inc | 6,977 | 19.18 | 322 | 18.38 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 180,265 | 3.94 | 8,326 | 3.16 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 86,315 | 1.32 | 3,987 | 0.55 | ||||
| 2026-05-05 | 13F | Northstar Financial Companies, Inc. | 23,884 | 331.51 | 1,103 | 329.18 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 16,337 | 49.35 | 755 | 48.13 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 462,872 | 18.54 | 21 | 16.67 | ||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 18,876 | 872 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 432,505 | 380.53 | 19,977 | 377.01 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 1,760,812 | 6.04 | 81,332 | 5.24 | ||||
| 2026-04-30 | 13F | ETF Store, Inc. | 7,031 | 2.82 | 325 | 1.89 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 550,514 | 40.31 | 25,373 | 38.95 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 793 | 37 | ||||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 68,467 | 11.82 | 3,162 | 10.99 | ||||
| 2026-04-14 | 13F | Capital Asset Managemnet, LLC | 50,111 | 2.08 | 2,315 | 1.31 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 4,727,243 | 2.37 | 218,351 | 1.60 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 9,012 | 1.42 | 416 | 0.73 | ||||
| 2026-04-22 | 13F | Landmark Wealth Management, Inc. | 680,126 | 1.90 | 31,415 | 1.14 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 154,204 | 7.45 | 7,123 | 6.65 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 41,697 | 779.50 | 1,917 | 770.91 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 1,037,651 | 6.56 | 47,929 | 5.76 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 199 | 9 | ||||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 25,493 | 2.44 | 1,178 | 1.64 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 342,830 | 4.14 | 15,835 | 3.44 | ||||
| 2026-04-20 | 13F | Global Financial Private Client, LLC | 7,722 | 5.03 | 357 | 4.09 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 29,801 | 4.13 | 1,377 | 3.38 | ||||
| 2026-04-28 | 13F | Hobbs Wealth Management, LLC | 35,764 | 23.19 | 1,652 | 22.21 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 5,508 | 30.24 | 254 | 29.59 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 1,099,709 | 6.87 | 50,796 | 6.07 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 16,839 | 20.11 | 778 | 19.17 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 217,019 | 33.01 | 10,024 | 32.02 | ||||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 558,459 | 11.76 | 25,795 | 10.92 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 110,028 | 36.62 | 5,082 | 35.59 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 24,421 | 4.03 | 1,128 | 3.30 | ||||
| 2026-05-04 | 13F | Nwam Llc | 26,696 | 22.79 | 1,233 | 21.48 | ||||
| 2026-04-09 | 13F | Sculati Wealth Management, LLC | 62,713 | 37.42 | 2,897 | 36.41 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 9,989 | 294.82 | 461 | 294.02 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 30,417 | 4.50 | 1,405 | 3.69 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 33,096 | 8.00 | 1,529 | 7.15 | ||||
| 2026-05-12 | 13F | WealthTrak Capital Management LLC | 21,142 | 4.00 | 977 | 3.17 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 1,942 | 90 | ||||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 2,578 | 2.63 | 119 | 2.59 | ||||
| 2026-05-12 | 13F | Sovereign Investment Advisors, LLC | 22,236 | 23.08 | 1,027 | 22.26 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 51,689 | 32.83 | 2,387 | 31.81 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 2 | 0 | ||||||
| 2026-05-14 | 13F | Wealth Alliance | 562,117 | 17.49 | 25,964 | 16.61 | ||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 4,504 | 1.79 | 208 | 1.46 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 50,977 | 3.03 | 2,355 | 2.26 | ||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 120,199 | 10.34 | 5,552 | 9.53 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 357,978 | 374.47 | 16,535 | 370.95 | ||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 8,185 | 4.69 | 378 | 4.13 | ||||
| 2026-04-15 | 13F | RCW Management, LLC | 24,213 | 3.94 | 1,118 | 3.14 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 3,776,645 | 12.32 | 174,443 | 11.48 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 7,829 | 0.69 | 362 | 0.00 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 23,081 | 2.52 | 1,066 | 1.81 | ||||
| 2026-05-13 | 13F | 17 Capital Partners, Llc | 24,854 | 83.32 | 1,148 | 82.22 | ||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 69,737 | 29.90 | 3,221 | 28.94 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 2,164,194 | 27.05 | 99,748 | 25.83 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 1,495 | 5.43 | 69 | 4.55 |
