Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em iShares Trust - iShares MSCI EAFE Small-Cap ETF incluem TIAA Wealth Investment Management LLC, Tiaa-cref Individual & Institutional Services, Llc, SB Capital Management Inc, TCG Advisory Services, LLC, Quent Long Short Global Small Cap Fund, LP, TRB Wealth Management, LLC, Aznar Financial Advisors, LLC, OneAscent Financial Services LLC, Dala Group, LLC, Global View Capital Management LLC, My Purposeful Wealth Corp., Gateway Wealth Partners, LLC, Point72 Asset Management, L.P., Hemenway Trust Co LLC, Canandaigua National Corp, Davidson Trust Co, Sentinel Advisory Group, LLC, Callan Family Office, LLC, Owl Creek Wealth Partners LLC, e Tanglewood Legacy Advisors, LLC .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Betterment LLC | 10,658 | 0.74 | 1 | |||||
| 2026-04-22 | 13F | MFA Wealth Services | 3,871 | 1.41 | 304 | 2.71 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 107,625 | 7.10 | 8 | 14.29 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 27,339 | 38.76 | 2,144 | 40.34 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 149,016 | 4,167.35 | 11,684 | 4,227.41 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 3,027 | 237.83 | 237 | 264.62 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 15,604 | 12.18 | 991 | -8.07 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 12,706,169 | 14.14 | 996 | 15.41 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 35,966 | 22.10 | 2,820 | 23.52 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 32,525 | 0.77 | 2,550 | 1.92 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 3,313 | 8.37 | 271 | 10.66 | ||||
| 2026-05-08 | 13F | NorthStar Asset Management LLC /NJ/ | 77,083 | 6.00 | 6,044 | 7.20 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 5,330 | 418 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 367,659 | 21.67 | 28,828 | 23.05 | ||||
| 2026-04-22 | 13F | Horizon Bancorp Inc /in/ | 1,456 | 0.07 | 0 | |||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 750 | 59 | ||||||
| 2026-04-30 | 13F | Nuveen, LLC | 616,804 | 145.25 | 48,364 | 148.03 | ||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 69,348 | 0.91 | 5,438 | 2.05 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 1,130 | 12.44 | 89 | 14.29 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 118,891 | 0.13 | 9,322 | 1.26 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 428 | 34 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 1,159 | 0.96 | 91 | 1.12 | ||||
| 2026-05-05 | 13F | Williams Jones Wealth Management, LLC. | 2,938 | 230 | ||||||
| 2026-05-12 | 13F | Garrison Point Advisors, Llc | 3,902 | 6.85 | 306 | 7.77 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 31,579 | 54.95 | 2,476 | 56.71 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 10,152 | 5.81 | 796 | 7.13 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 11 | 1 | ||||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 21,160 | 72.83 | 1,659 | 74.82 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 32,950 | 0.01 | 2,584 | -2.42 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 340 | 2.10 | 26 | 4.00 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 163,979 | 2.87 | 12,858 | 4.04 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 7 | 1 | ||||||
| 2026-05-01 | 13F | Midwest Trust Co | 21,091 | 0.09 | 1,654 | 1.22 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 195 | 5.41 | 15 | 7.14 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 14,961 | 296.00 | 1,173 | 301.71 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 83,218 | 4.00 | 6,525 | 5.19 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 7,836 | 615 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 23,263 | 8.00 | 1,824 | 9.22 | ||||
| 2026-05-14 | 13F | Johnson Financial Group, LLC | 8,172 | 1.97 | 641 | 3.06 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | 5,051 | 396 | ||||||
| 2026-05-05 | 13F | Covestor Ltd | 99 | 37.50 | 0 | |||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 463 | 97.02 | 36 | 100.00 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 79 | 6 | ||||||
| 2026-04-24 | 13F | Keybank National Association/oh | 11,810 | 8.47 | 926 | 9.72 | ||||
| 2026-05-06 | 13F | Ceera Investments, Llc | 3,475 | 10.32 | 272 | 11.48 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 18,761 | 28.06 | 1,465 | 29.07 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 58,492 | 4,586 | ||||||
| 2026-05-12 | 13F | WESCAP Management Group, Inc. | 129,007 | 0.31 | 10,115 | 1.45 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 225,289 | 80.35 | 17,652 | 82.53 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 2,132 | 167 | ||||||
| 2026-04-30 | 13F | Beacon Harbor Wealth Advisors, Inc. | 38,958 | 2.28 | 3,055 | 3.46 | ||||
| 2026-04-22 | 13F | Truefg, Llc | 3,977 | 1.17 | 312 | 2.30 | ||||
| 2026-05-15 | 13F | LTG Capital LLC | 102,318 | 0.96 | 8,023 | 2.10 | ||||
| 2026-04-06 | 13F | Sincerus Advisory, LLC | 30,167 | 1.87 | 2,365 | 3.05 | ||||
| 2026-05-15 | 13F | Pointe Capital Management LLC | 36,471 | 3.36 | 2,860 | 4.53 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 2,413 | 189 | ||||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 2,010 | 158 | ||||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 166 | 40.68 | 13 | 44.44 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 293,542 | 23,017 | ||||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 77 | 13.24 | 6 | 20.00 | ||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 276 | 22 | ||||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 20 | 2 | ||||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 53 | 4 | ||||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 38,099 | 5.85 | 2,987 | 7.06 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 29,942 | 948.76 | 2,321 | 959.82 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 10,273 | 806 | ||||||
| 2026-04-24 | 13F | Courage Miller Partners, LLC | 6,584 | 0.67 | 516 | 1.78 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 9,480,809 | 721,300 | ||||||
| 2026-05-13 | 13F | Martin & Co Inc /tn/ | 49,632 | 4.62 | 3,892 | 5.82 | ||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 9,665 | 0.61 | 758 | 1.75 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 28,970 | 6.40 | 2,272 | 7.63 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 1,300,436 | 2.75 | 101,967 | 3.92 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 22,998 | 5.24 | 1,803 | 6.43 | ||||
| 2026-05-01 | 13F | FDx Advisors, Inc. | 19,899 | 1.75 | 2 | 0.00 | ||||
| 2026-05-07 | 13F | Harbor Advisory Corp /ma/ | 65,811 | 3.65 | 5,160 | 4.84 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 5,575 | 437 | ||||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 229,229 | 4.95 | 17,974 | 6.14 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 19,896 | 5.57 | 1,560 | 6.78 | ||||
| 2026-04-28 | 13F | Probity Advisors, Inc. | 34,905 | 3.01 | 2,737 | 4.15 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 105,479 | 4.87 | 8,271 | 6.07 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 2,782 | 22.02 | 218 | 23.86 | ||||
| 2026-04-20 | 13F | Davidson Trust Co | 3,335 | 261 | ||||||
| 2026-04-17 | 13F | James J. Burns & Company, LLC | 40,212 | 3.90 | 3,153 | 5.10 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 3,036,092 | 12.79 | 238,060 | 14.07 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 469,189 | 4.99 | 36,789 | 6.18 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 64,645 | 5,069 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 975,244 | 25.72 | 76,469 | 27.15 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 2,452,274 | 35.30 | 192,283 | 36.83 | ||||
| 2026-04-30 | 13F | DMG Group, LLC | 9,370 | 14.17 | 735 | 15.41 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 41,980 | 336.20 | 3,292 | 341.15 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 250,690 | 0.69 | 19,657 | 1.83 | ||||
| 2026-05-14 | 13F | Causeway Capital Management Llc | 7,100 | 557 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 10,550 | 1.37 | 818 | 2.38 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 84 | 7 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 7,701 | 17.02 | 604 | 18.24 | ||||
| 2026-04-16 | 13F | Birch Financial Group, Llc | 13,529 | 7.51 | 1,061 | 8.72 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 76,061 | 4.24 | 5,964 | 5.41 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 2,495,025 | 4.42 | 195,635 | 5.61 | ||||
| 2026-02-19 | 13F | Aznar Financial Advisors, LLC | 18,637 | 1,445 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 210,952 | 3.47 | 16,541 | 4.64 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 5,057 | 396 | ||||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 100,329 | 1.71 | 7,867 | 2.85 | ||||
| 2026-06-01 | 13F | Dala Group, LLC | 9,003 | 706 | ||||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 1,750 | 10.27 | 137 | 11.38 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 28,726 | 16.81 | 2,252 | 18.15 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 302,862 | 36.74 | 23,747 | 38.29 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 138,828 | 20.78 | 10,886 | 22.15 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 160,176 | 1.54 | 12,559 | 2.70 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 45 | 4 | ||||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 977 | 77 | ||||||
| 2026-04-29 | 13F | First Interstate Bank | 5,660 | 15.35 | 444 | 16.58 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 176 | 14 | ||||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 9,731 | 0.05 | 763 | 1.19 | ||||
| 2026-05-11 | 13F | Commerce Bank | 5,326 | 27.94 | 418 | 29.50 | ||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 18,638 | 1,461 | ||||||
| 2026-05-07 | 13F | Hemenway Trust Co LLC | 3,700 | 290 | ||||||
| 2026-05-07 | 13F | Washington Trust Bank | 59,085 | 21.10 | 4,633 | 22.47 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 230,756 | 15.46 | 18,094 | 16.77 | ||||
| 2026-05-12 | 13F | Omega Financial Group, LLC | 141,407 | 0.43 | 11,088 | 1.58 | ||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 32,050 | 0.47 | 2,513 | 1.62 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 2,960 | 232 | ||||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 5,481 | 2.35 | 430 | 3.37 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 85,992 | 5.62 | 6,743 | 112,266.67 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 33,989 | 8.82 | 2,665 | 10.08 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 1,637 | 13.05 | 128 | 14.29 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 3,787,452 | 11.21 | 296,974 | 12.47 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 25,855 | 3.78 | 2,027 | 4.97 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 19,837 | 20.04 | 1,555 | 21.39 | ||||
| 2026-05-11 | 13F | Shoker Investment Counsel, Inc. | 142,826 | 1.18 | 11,199 | 2.33 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 455 | 31.50 | 36 | 34.62 | ||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 7,091 | 0.97 | 556 | 2.21 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 930 | 73 | ||||||
| 2026-05-06 | 13F | Frontier Asset Management, LLC | 129,905 | 524.36 | 10,186 | 531.43 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 4,500 | 7.53 | 369 | 14.64 | ||||
| 2026-05-12 | 13F | Dynamic Financial Group | 3,577 | 0.06 | 280 | 1.08 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 359 | 29 | ||||||
| 2026-05-21 | 13F | Essential Partners LLC | 64 | 72.97 | 5 | 150.00 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 26,117 | 49.84 | 2,048 | 51.52 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 720,172 | 8.53 | 56,469 | 9.76 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 87 | 7 | ||||||
| 2026-04-08 | 13F | Canandaigua National Corp | 3,596 | 282 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 49,428,037 | 40.88 | 3,755,763 | 38.07 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 283 | 44.39 | 0 | |||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 4,351,812 | 341,226 | ||||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 15 | 1 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 122,741 | 3.57 | 9,624 | 4.75 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 701,254 | 1.42 | 54,985 | 2.58 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 69 | 5 | ||||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 36,935 | 1,098.02 | 2,935 | 1,127.62 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 82,971 | 192.27 | 6,506 | 195.68 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 65,083 | 4.62 | 5,102 | 5.61 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 4,024 | 316 | ||||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 11,367 | 1.29 | 891 | 2.41 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 2,819 | 237 | ||||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 706 | 7.13 | 55 | 7.84 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 116,247 | 2.21 | 9,115 | 3.38 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 21,039 | 0.36 | 1,650 | 1.48 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 43,517 | 1.91 | 3,412 | 3.08 | ||||
| 2026-04-22 | 13F | My Personal CFO, LLC | 71,196 | 1.91 | 5,582 | 3.06 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 12,414 | 35.36 | 973 | 36.85 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 92,157 | 5.34 | 7,226 | 6.55 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 291 | 113.97 | 23 | 120.00 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 4,919 | 3.15 | 381 | 3.25 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 11,591 | 18.76 | 909 | 20.11 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 3,174,657 | 0.67 | 248,925 | 1.81 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 792 | 62 | ||||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 38,059 | 2.66 | 2,984 | 3.83 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 10,803 | 847 | ||||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 1,221 | 2,554.35 | 96 | 3,066.67 | ||||
| 2026-04-21 | 13F | Encompass Wealth Advisors, Llc | 89,379 | 2.21 | 7,008 | 3.38 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 4,416 | 2.41 | 346 | 3.59 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 2,561 | 201 | ||||||
| 2026-02-13 | 13F | Sei Investments Co | 73,065 | 62.70 | 5,665 | 64.41 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 50,101 | 1.05 | 3,928 | 2.19 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 7,222 | 8.37 | 566 | 9.69 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 71 | 6 | ||||||
| 2026-05-12 | 13F | First American Trust, Fsb | 27,715 | 4.52 | 2,173 | 5.74 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 212,798 | 12.48 | 16,685 | 13.76 | ||||
| 2026-05-14 | 13F | Main Management LLC | 221 | 0 | ||||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 598 | 20.08 | 47 | 21.05 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 152,294 | 368.31 | 11,941 | 376.69 | ||||
| 2026-05-14 | 13F | Dixon Mitchell Investment Counsel Inc. | 20 | 2 | ||||||
| 2026-05-29 | 13F | Keel Point, LLC | 19,293 | 7.48 | 1,513 | 8.70 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 4,416 | 2.41 | 346 | 3.59 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 3,700 | 290 | ||||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 446,785 | 0.41 | 35,032 | 1.55 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 1,159 | 25.30 | 91 | 26.76 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 15,737 | 22.70 | 1,234 | 24.04 | ||||
| 2026-05-15 | 13F | American Century Companies Inc | 81,515 | 493.53 | 6,392 | 500.66 | ||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 46,592 | 3.29 | 3,653 | 4.46 | ||||
| 2026-05-15 | 13F | Wellington Management Group Llp | 1,478,776 | 23.97 | 115,951 | 25.38 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 13,054 | 11.03 | 1,024 | 12.29 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 190,741 | 2.97 | 14,968 | 4.13 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 39,978 | 21.52 | 3,100 | 22.78 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 46,243 | 1.17 | 3,626 | 2.31 | ||||
| 2026-04-30 | 13F | Shakespeare Wealth Management, Inc. | 297,524 | 0.87 | 23,329 | 2.02 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 103,300 | 4.21 | 8,100 | 5.39 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 66,479 | 6.20 | 5,213 | 7.40 | ||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 36 | 300.00 | 3 | |||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 6,095 | 14.61 | 478 | 15.78 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 108 | 8 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 375 | 5.63 | ||||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 105 | 8 | ||||||
| 2026-04-17 | 13F | First Citizens Asset Management, Inc. | 31,003 | 1.77 | 2,431 | 2.92 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 203,743 | 73.33 | 16 | 66.67 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 40 | 166.67 | 3 | 200.00 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 12,981 | 1.26 | 1,077 | 5.49 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 26,469 | 6.56 | 2,109 | 9.56 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 17,231 | 9.15 | 1,351 | 10.47 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 10,972 | 155.64 | 935 | 181.33 | ||||
| 2026-05-14 | 13F | Risk Paradigm Group, LLC | 22,465 | 3.42 | 1,761 | 4.57 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 11,274 | 5.72 | 858 | 3.25 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 656 | 51 | ||||||
| 2026-04-13 | 13F | Armstrong, Fleming & Moore, Inc | 4,762 | 24.95 | 373 | 26.44 | ||||
| 2026-04-22 | 13F | Monument Group Wealth Advisors, LLC | 17,594 | 2.02 | 1,380 | 3.14 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 4 | 100.00 | 0 | |||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 64,179 | 0.70 | 5,032 | 1.84 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 30 | 2 | ||||||
| 2026-05-14 | 13F | Sentinel Advisory Group, LLC | 3,307 | 259 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 7,965 | 1.79 | 625 | 2.97 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 1 | 0 | ||||||
| 2026-05-04 | 13F | Foundation Wealth Management, LLC | 36,115 | 42.21 | 2,832 | 43.78 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 4,379 | 4.96 | 368 | 9.23 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 9,961 | 24.16 | 781 | 25.56 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 12,108 | 1,060.88 | 949 | 1,086.25 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 287,647 | 22,554 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 376,174 | 2.55 | 29,496 | 3.71 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 26,718 | 7.89 | 2 | 100.00 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 12,566 | 4.07 | 985 | 5.24 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 33,557 | 0.04 | 2,631 | 1.19 | ||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 18,964 | 3.04 | 1,487 | 4.21 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 504 | 40 | ||||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 3,992 | 55.39 | 313 | 56.00 | ||||
| 2026-05-14 | 13F | RPg Family Wealth Advisory, LLC | 22,614 | 9.47 | 1,773 | 10.74 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 3,270 | 256 | ||||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 25,347 | 11.27 | 2,043 | 16.62 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 28,349 | 2.43 | 2,223 | 3.59 | ||||
| 2026-05-15 | 13F | Vista Investment Management | 5,178 | 0.60 | 406 | 1.75 | ||||
| 2026-04-29 | 13F | BEAM Asset Management, LLC | 41,567 | 8.50 | 3,259 | 9.73 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 26,788 | 6.80 | 2,100 | 8.02 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 1,694 | 133 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 24,557 | 16.50 | 1,925 | 17.81 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 4,527 | 9.64 | 355 | 10.63 | ||||
| 2026-05-12 | 13F | Bear Mountain Capital, Inc. | 333,626 | 2.55 | 28,221 | 7.82 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 250 | 20 | ||||||
| 2026-05-19 | 13F | Winnow Wealth Llc | 5,568 | 42,730.77 | 437 | 43,500.00 | ||||
| 2026-04-10 | 13F | Sound Stewardship, LLC | 131,930 | 0.50 | 10,345 | 1.63 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 13,599 | 12.58 | 1,066 | 13.89 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 8,811 | 691 | ||||||
| 2026-04-23 | 13F | Marquette Asset Management, LLC | 264 | 21 | ||||||
| 2026-04-20 | 13F | Breakwater Capital Group | 32,375 | 5.63 | 2,539 | 6.82 | ||||
| 2026-04-02 | 13F | Aspect Partners, LLC | 239,050 | 1,472.28 | 18,744 | 1,491.09 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 476,324 | 31.40 | 37,349 | 32.89 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 15,970 | 0.43 | 1,252 | 1.62 | ||||
| 2026-05-11 | 13F | Phillip James Consulting Co. | 8 | 1 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 406,167 | 0.61 | 31,848 | 1.76 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 228,135 | 1.85 | 17,888 | 3.01 | ||||
| 2026-02-20 | 13F | SB Capital Management Inc | 66,885 | 5,186 | ||||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 93 | 7 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1,131,350 | 5.09 | 88,709 | 6.29 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 1,631 | 0.12 | 128 | 0.79 | ||||
| 2026-05-15 | 13F | Fmr Llc | 4,673,742 | 72.34 | 366,468 | 74.30 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 539,172 | 2,171.54 | 42,277 | 2,197.61 | ||||
| 2026-04-27 | 13F | Tanglewood Legacy Advisors, LLC | 1,615 | 127 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 686,291 | 2,382.15 | 53,812 | 2,411.06 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 4,900 | 22.50 | 384 | 23.87 | |||
| 2026-05-11 | 13F | Thompson Siegel & Walmsley Llc | 6,112 | 10.21 | 0 | |||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 9,568 | 4,500.00 | 750 | 4,587.50 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 74,467 | 44.32 | 5,839 | 45.95 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 125 | 0.81 | 10 | 0.00 | ||||
| 2026-04-16 | 13F | Cornerstone Management, Inc. | 72,361 | 3.18 | 5,674 | 4.34 | ||||
| 2026-01-26 | 13F | Covenant Partners, LLC | 483 | 1.05 | 37 | 2.78 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 50,915 | 12.10 | 3,992 | 13.38 | ||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 23,044 | 1,807 | ||||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 4,032 | 316 | ||||||
| 2026-05-04 | 13F | Archer Investment Corp | 69 | 213.64 | 5 | 400.00 | ||||
| 2026-05-04 | 13F | Global View Capital Management LLC | 6,653 | 522 | ||||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 2,553 | 200 | ||||||
| 2026-04-22 | 13F | Finley Financial, LLC | 900 | 200.00 | 71 | 204.35 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 64,194 | 3.44 | 5,035 | 4.64 | ||||
| 2026-04-29 | 13F | Sunrise Financial Services, LLC | 350 | 27 | ||||||
| 2026-05-08 | 13F | Bokf, Na | 13,441 | 4.75 | 1,054 | 5.94 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 61,768 | 4,789 | ||||||
| 2026-05-01 | 13F | Sachetta, LLC | 1 | 0 | ||||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 2,894 | 0.03 | 227 | 0.89 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 4,380 | 9.39 | 343 | 10.65 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 9,301 | 0.53 | 729 | 1.67 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 2,560 | 0.99 | 201 | 2.04 |
