Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em iShares Trust - iShares Broad USD High Yield Corporate Bond ETF incluem Corebridge Financial, Inc., TIAA Wealth Investment Management LLC, Tiaa-cref Individual & Institutional Services, Llc, Chandler Asset Management, Inc., Stockman Wealth Management, Inc., Viewpoint Investment Partners Corp, Payden & Rygel, Nissay Asset Management Corp /japan/ /adv, Evergreen Wealth Solutions, LLC, Wellington Management Group Llp, Clear Creek Financial Management, LLC, Proficio Capital Partners LLC, Vertex Investment Solutions Co., Ltd., Agf Management Ltd, Beese Fulmer Investment Management, Inc., Collaborative Fund Advisors, LLC, Encompass More Asset Management, Forum Finance Group S.A., Beacon Pointe Advisors, LLC, e Frontier Asset Management, LLC .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 104,657 | 72.35 | 3,852 | 72.35 | ||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 13,894 | 130.68 | 512 | 127.11 | ||||
| 2026-05-11 | 13F | Elo Mutual Pension Insurance Co | 3,745,000 | 458.96 | 137,966 | 450.67 | ||||
| 2026-04-30 | 13F | Nisa Investment Advisors, Llc | 93,740 | 3,453 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 2,019,143 | 22.86 | 74,385 | 121,842.62 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 2,610,139 | 11.45 | 96,158 | 9.80 | ||||
| 2026-05-04 | 13F | Summit Wealth Group, LLC | 396,549 | 7.01 | 14,609 | 5.42 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 43 | 2 | ||||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 18,814 | 139.82 | 693 | 136.52 | ||||
| 2026-04-24 | 13F | Ninety One UK Ltd | 2,294,198 | 165.40 | 84,518 | 161.47 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 27,179 | 2.88 | 1,001 | 1.42 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 22,701 | 21.51 | 836 | 19.77 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 331,294 | 5.70 | 12,205 | 4.12 | ||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 340 | 13 | ||||||
| 2026-05-12 | 13F | Ppm America Inc/il | 175,800 | 6,476 | ||||||
| 2026-04-22 | 13F | Fort Washington Investment Advisors Inc /oh/ | 333,242 | 16.46 | 12,277 | 14.73 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 3,198 | 6,296.00 | 118 | 11,600.00 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 43,480 | 6.59 | 1,602 | 4.98 | ||||
| 2026-04-28 | 13F | Collaborative Fund Advisors, LLC | 42,783 | 1,576 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 23,371 | 37.38 | 858 | 34.91 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 71,641 | 0.60 | 2,639 | -0.90 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 645 | 24 | ||||||
| 2026-05-18 | 13F | Chesapeake Wealth Management | 144,568 | 2.73 | 5,326 | 1.20 | ||||
| 2026-05-11 | 13F | TAGStone Capital, Inc. | 7,605 | 1.12 | 280 | -0.36 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 46,878 | 5.41 | 1,727 | 3.79 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 46,506 | 27.32 | 1,713 | 25.49 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 135,740 | 5,001 | ||||||
| 2026-05-05 | 13F | Covestor Ltd | 13,478 | 6.77 | 0 | |||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 124 | 5 | ||||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 185,317 | 2.78 | 6,827 | 1.26 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 91,164 | 106.09 | 3,358 | 103.02 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 29 | 1 | ||||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 19,627 | 5.15 | 723 | 3.58 | ||||
| 2026-05-07 | 13F | CVS HEALTH Corp | 348,100 | 29.84 | 12,824 | 27.92 | ||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 112,738 | 53.73 | 4,153 | 50.69 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 7,359 | 271 | ||||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 554,761 | 0.09 | 20,437 | -1.39 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 8,742 | 322 | ||||||
| 2026-04-07 | 13F | Twele Capital Management, Inc. | 135,532 | 27.13 | 4,993 | 25.24 | ||||
| 2026-05-15 | 13F | Westwood Holdings Group Inc | 23,936 | 128.57 | 882 | 125.32 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 21,405 | 4.03 | 789 | 2.47 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 10,209 | 15.28 | 376 | 13.60 | ||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 54,730 | 6.62 | 2,016 | 5.05 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 44 | 2.33 | 2 | 0.00 | ||||
| 2026-06-03 | 13F | Stillwater Private Wealth, LLC | 28,293 | 1 | ||||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 31,578 | 2.03 | 1,163 | 0.52 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 1,442 | 1,797.37 | 53 | 2,550.00 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 6,851 | 8.13 | 252 | 6.78 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 9,785 | 25.46 | 360 | 23.71 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 6,241 | 9.55 | 230 | 7.51 | ||||
| 2026-05-01 | 13F | Innovative Wealth Building LLC | 54,559 | 6.35 | 2,010 | 4.74 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 346,410 | 11.89 | 12,762 | 9.42 | ||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 35,295 | 1 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 43,979 | 21.80 | 1,620 | 20.00 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 23,194 | 16.66 | 854 | 14.94 | ||||
| 2026-04-08 | 13F | Olistico Wealth, LLC | 2,279 | 17.72 | 84 | 15.28 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 36,805 | 31.68 | 1,356 | 29.67 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 10,159 | 6.34 | 374 | 4.76 | ||||
| 2026-04-20 | 13F | Leeward Financial Partners, LLC | 68,224 | 0.12 | 2,513 | -1.37 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 17,405 | 641 | ||||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 262,025 | 37.95 | 9,653 | 35.89 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 195,873 | 1.76 | 7,216 | 0.24 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 1,203 | 12.01 | 44 | 10.00 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 12,871 | 26.98 | 474 | 25.40 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 4,878,232 | 20.35 | 179,715 | 18.56 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 4,776 | 176 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 25,237,173 | 1,042.31 | 929,737 | 1,025.36 | ||||
| 2026-05-13 | 13F | Laffer Investments | 18,233 | 8.45 | 672 | 6.85 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 9,806 | 1.30 | 361 | 0.00 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 126 | 5 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 173,868 | 6.16 | 6,405 | 4.59 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 177,563 | 56.32 | 6,640 | 54.72 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 2,531 | 0.56 | 93 | -1.06 | ||||
| 2026-05-14 | 13F | Stance Capital Llc | 282 | 10 | ||||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 3,054,526 | 11,312,959.26 | 112,345 | 11,234,400.00 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 11,108 | 15.74 | 415 | 14.64 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 50 | 2 | ||||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 29,614 | 12.65 | 1 | |||||
| 2026-05-11 | 13F | Nomura Asset Management Co Ltd | 466,268 | 187.91 | 17,177 | 183.64 | ||||
| 2026-04-28 | 13F | Unison Advisors LLC | 62,098 | 2.71 | 2,288 | 1.19 | ||||
| 2026-04-30 | 13F | Vertex Investment Solutions Co., Ltd. | 45,000 | 1,642 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 11,100 | 409 | |||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 10,400 | 383 | |||||
| 2026-05-15 | 13F | XTX Topco Ltd | 5,880 | 217 | ||||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 42,612 | 336.33 | 1,576 | 329.16 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 19,440,895 | 5.99 | 716,202 | 4.42 | ||||
| 2026-04-13 | 13F | Arwa Llc | 9,348 | 33.43 | 347 | 32.57 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 1,104 | 5.54 | 41 | 2.56 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 8,311 | 306 | ||||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 10,861 | 62.61 | 400 | 60.64 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 16,615 | 23.95 | 612 | 22.16 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 145,337 | 10.75 | 5,395 | 9.92 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 11,282,244 | 411,576 | ||||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 6,086 | 224 | ||||||
| 2026-04-20 | 13F | First PREMIER Bank | 17,002 | 19.73 | 1 | |||||
| 2026-04-07 | 13F | G&S Capital LLC | 6,170 | 1.13 | 227 | -0.44 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 22,000 | 18.26 | 810 | 16.55 | ||||
| 2026-05-11 | 13F | Condor Capital Management | 30,875 | 29.32 | 1,137 | 27.47 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 1,489 | 55 | ||||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 375,564 | 13,836 | ||||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 173,293 | 4.26 | 6,384 | 2.72 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 1,606 | 1.13 | 59 | 0.00 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 1,337 | -7.54 | ||||||
| 2026-04-27 | 13F | Tsfg, Llc | 211 | 0 | ||||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 637 | 23 | ||||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 220,196 | 4.03 | 8,112 | 2.49 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 18,374 | 101.54 | 677 | 98.82 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 555 | 1.28 | 20 | 0.00 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 1,167,140 | 481.87 | 43,082 | 474.41 | ||||
| 2026-04-13 | 13F | Stockman Wealth Management, Inc. | 650,112 | 23,950 | ||||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 22 | 10.00 | 1 | |||||
| 2026-04-14 | 13F | USA Financial Portformulas Corp | 5,652 | 208 | ||||||
| 2026-05-01 | 13F | FDx Advisors, Inc. | 5,735 | 0 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 33,925 | 1,250 | ||||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 664 | 10.85 | 24 | 9.09 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 10,010 | 0 | ||||||
| 2026-05-13 | 13F | Geometric Wealth Advisors | 9,584 | 1.13 | 353 | -0.28 | ||||
| 2026-05-11 | 13F | Grantvest Financial Group LLC | 10,702 | 394 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 2,384,873 | 0.87 | 87,859 | -0.62 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 34,766 | 10.41 | 1,281 | 8.75 | ||||
| 2026-01-29 | 13F | Comerica Bank | 223,489 | 42.78 | 8,357 | 41.33 | ||||
| 2026-04-20 | 13F | Boyd Wealth Management, LLC | 6,103 | 2.24 | 225 | 0.45 | ||||
| 2026-04-10 | 13F | Windsor Capital Management, LLC | 52,577 | 23.91 | 1,937 | 22.07 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 95,196 | 0.99 | 3,507 | -0.51 | ||||
| 2026-06-01 | 13F | Flagship Wealth Advisors, Llc | 666 | 25 | ||||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 1,082,373 | 5.35 | 39,875 | 3.78 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 1,991 | 0.81 | 73 | 0.00 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 65,250 | 4.48 | 2,404 | 2.91 | ||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 0 | 0 | ||||||
| 2026-05-15 | 13F | Eagle Global Advisors Llc | 15,305 | 1.83 | 564 | 0.18 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 481,267 | 32.16 | 17,730 | 30.07 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 52,118 | 10.98 | 1,920 | 9.34 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 11,402 | 0.64 | 420 | -0.71 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 2,849 | 108 | ||||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 173 | 6 | ||||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 14,574 | 70.50 | 537 | 68.03 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 32,240 | 38.88 | 1,188 | 36.75 | ||||
| 2026-04-27 | 13F | Boyd Watterson Asset Management Llc/oh | 11,627 | 3.50 | 428 | 1.90 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 70,961 | 30.27 | 2,614 | 28.39 | ||||
| 2026-05-14 | 13F | Marble Wealth, LLC | 97,772 | 7.76 | 3,602 | 6.16 | ||||
| 2026-05-13 | 13F | BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 22,630,000 | 33.43 | 833,689 | 31.45 | ||||
| 2026-04-17 | 13F | Anchyra Partners Llc | 8,159 | 16.21 | 301 | 14.50 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 16 | 1 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 390,748 | 35.13 | 14 | 40.00 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 171,834 | 1.98 | 6,330 | 0.48 | ||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 238,825 | 2.84 | 8,798 | 1.32 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 7,598 | 4.80 | 280 | 2.95 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 618,250 | 0.85 | 22,776 | -0.64 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 34,490 | 40.84 | 1,271 | 38.80 | ||||
| 2026-04-23 | 13F | St. Clair Advisors, LLC | 15,031 | 554 | ||||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 15,177 | 5.70 | 559 | 4.29 | ||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 4 | 0 | ||||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 36,239 | 2.27 | 1,350 | 1.20 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 1,962,075 | 9.65 | 72,283 | 8.03 | ||||
| 2026-04-29 | 13F | Invested Advisors | 12,577 | 2.77 | 463 | 1.31 | ||||
| 2026-05-15 | 13F | Wick Capital Partners, LLC | 12,855 | 668 | ||||||
| 2026-05-11 | 13F | Commerce Bank | 23,294 | 130.45 | 858 | 127.59 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 14,158 | 1.22 | 529 | 0.19 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 28 | 1 | ||||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 260,418 | 7.28 | 9,594 | 5.68 | ||||
| 2026-05-11 | 13F | L & S Advisors Inc | 6,039 | 0.27 | 222 | -1.33 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 121,281 | 249.90 | 4,468 | 244.68 | ||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 7,763 | 0.08 | 286 | -1.72 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 4,289,399 | 158,021 | ||||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 98 | 4 | ||||||
| 2026-04-22 | 13F | Viewpoint Investment Partners Corp | 262,800 | 8,651 | ||||||
| 2026-04-14 | 13F | FC Advisory LLC | 295,374 | 3.29 | 10,882 | 1.76 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 179,847 | 24.11 | 6,626 | 22.28 | ||||
| 2026-05-15 | 13F | DSC Meridian Capital LP | 1,084,952 | 27.39 | 39,970 | 25.50 | ||||
| 2026-04-24 | 13F | FRG Family Wealth Advisors LLC | 8,065 | 32.21 | 297 | 30.26 | ||||
| 2026-05-12 | 13F | Wakefield Asset Management LLLP | 17,694 | 8.49 | 652 | 6.90 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 9,320 | 4.09 | 343 | 2.69 | ||||
| 2026-05-06 | 13F | Frontier Asset Management, LLC | 29,310 | 1,080 | ||||||
| 2026-05-14 | 13F | Kilter Group LLC | 1,522 | 635.27 | 56 | 700.00 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 92,747 | 3,417 | ||||||
| 2026-04-28 | 13F | Tide Cove Capital Partners LLC | 41,539 | 2.57 | 1,547 | 1.78 | ||||
| 2026-04-29 | 13F | Police & Firemen's Retirement System of New Jersey | 4,000 | 147 | ||||||
| 2026-05-05 | 13F | Quartz Partners, LLC | 7,377 | 0.11 | 272 | -1.45 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 261,439 | 9,777 | ||||||
| 2026-05-19 | 13F | Alaska Permanent Fund Corp | 576,619 | 21,468 | ||||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 27,333 | 17.18 | 1,007 | 15.37 | ||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 270 | 350.00 | 10 | 350.00 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 1,004,215 | 4.76 | 36,995 | 3.20 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 1,509 | 56 | ||||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 197 | 11.93 | 7 | 16.67 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 20,917,029 | 16.39 | 770,583 | 14.66 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 75,040 | 0.92 | 2,764 | -0.58 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 10,195 | 376 | ||||||
| 2026-05-15 | 13F | Atlanta Consulting Group Advisors, LLC | 12,010 | 8.91 | 442 | 7.28 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 279 | 1.09 | 10 | 0.00 | ||||
| 2026-05-06 | 13F | Topel & Distasi Wealth Management, LLC | 131,199 | 3.66 | 4,833 | 2.13 | ||||
| 2026-05-13 | 13F | GW&K Investment Management, LLC | 10,512 | 0.04 | 0 | |||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 100,390 | 2.20 | 3,698 | 0.68 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 10,519 | 388 | ||||||
| 2026-05-11 | 13F | CacheTech Inc. | 12,046 | 39.66 | 444 | 37.58 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 82 | 46.43 | 3 | 50.00 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 34,481 | 97.11 | 1,270 | 94.19 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 38,013 | 1.10 | 1 | 0.00 | ||||
| 2026-05-18 | 13F | South Dakota Investment Council | 1,963,000 | 1.92 | 72 | 0.00 | ||||
| 2026-05-14 | 13F | Chandler Asset Management, Inc. | 787,925 | 29,027 | ||||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 60,187 | 35.54 | 2,217 | 33.55 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 12,127 | 4.48 | 447 | 2.76 | ||||
| 2026-05-11 | 13F | Emerald Investment Advisers, LLC | 8,078 | 298 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 46,168,967 | 6.02 | 1,700,865 | 4.45 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 9,263 | 21.20 | 341 | 19.65 | ||||
| 2026-05-06 | 13F | Aire Advisors, Llc | 6,000 | 1.13 | 221 | 0.00 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 2,314 | 0.83 | 85 | 0.00 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 8,963 | 0.37 | 330 | -0.90 | ||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 262,764 | 163.77 | 9,680 | 159.87 | ||||
| 2026-05-08 | 13F | Allegiance Financial Group Advisory Services LLC | 512,430 | 8.59 | 18,877 | 6.98 | ||||
| 2026-04-22 | 13F | Wetzel Investment Advisors, Inc. | 35,178 | 4.50 | 1,296 | 2.94 | ||||
| 2026-05-13 | 13F | Rhl Group, Llc | 168 | 6 | ||||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 8,041 | 14.01 | 296 | 12.55 | ||||
| 2026-05-01 | 13F | Evolution Advisers, Inc. | 186 | 0 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 21,199 | 1.95 | 793 | 0.89 | ||||
| 2026-04-08 | 13F | Pines Wealth Management, LLC | 14,167 | 0.25 | 522 | -1.33 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 69,408 | 18.40 | 2,557 | 16.61 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 116,382 | 41.66 | 4,362 | 40.57 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 482,761 | 3.01 | 18,053 | 3.01 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 438,976 | 16 | ||||||
| 2026-05-15 | 13F | Nissay Asset Management Corp /japan/ /adv | 157,862 | 5,816 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 1,906,112 | 6.18 | 70 | 4.48 | ||||
| 2026-05-15 | 13F/A | Arrowroot Family Office, LLC | 23,969 | 6.89 | 883 | 5.37 | ||||
| 2026-05-15 | 13F | Wellington Management Group Llp | 68,750 | 2,533 | ||||||
| 2026-04-13 | 13F | John W. Brooker & Co., CPAs | 5,532 | 204 | ||||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 372 | 1.09 | 14 | 0.00 | ||||
| 2026-05-12 | 13F | Portside Wealth Group, LLC | 18,284 | 13.33 | 674 | 11.61 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 674,540 | 3.99 | 24,729 | 1.65 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 48,821 | 11.54 | 1,818 | 10.46 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 21 | 1 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 174,672 | 60,974.13 | 6,435 | 64,240.00 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 24,958 | 16.28 | 920 | 14.45 | ||||
| 2026-05-14 | 13F | Dixon Mitchell Investment Counsel Inc. | 16 | 1 | ||||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 11,013 | 66.33 | 406 | 62.65 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 143,611 | 117.24 | 5,291 | 114.00 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 5,733 | 211 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 1,253,028 | 17.05 | 46,162 | 15.31 | ||||
| 2026-04-24 | 13F | Ninety One North America, Inc. | 28,468 | 28.99 | 1,049 | 27.03 | ||||
| 2026-05-12 | 13F | Shenkman Capital Management Inc | 1,706,723 | 33.31 | 64,150 | 33.34 | ||||
| 2026-05-13 | 13F | Ankerstar Wealth, LLC | 3,840 | 10.85 | 141 | 9.30 | ||||
| 2026-05-13 | 13F | Trajan Wealth LLC | 417,736 | 9.29 | 15,389 | 7.67 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 5,466 | 201 | ||||||
| 2026-05-11 | 13F | Brooklyn FI, LLC | 11,837 | 6.50 | 436 | 5.06 | ||||
| 2026-05-13 | 13F | Choate Investment Advisors | 56,926 | 20.18 | 2,097 | 18.41 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 1,721 | 1,478.90 | 63 | 1,475.00 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 22,926,529 | 9.53 | 844,613 | 7.90 | ||||
| 2026-05-18 | 13F | Edgestream Partners, L.P. | 26,784 | 9.49 | 987 | 7.88 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 140,327 | 15.49 | 5,170 | 13.78 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 30,465 | 5.35 | 1,122 | 3.79 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 14,266 | 144.83 | 526 | 141.94 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 1,024,609 | 0.62 | 38,208 | -0.05 | ||||
| 2026-04-30 | 13F | Selective Wealth Management, Inc. | 5,451 | 202 | ||||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 28,588 | 0.86 | 1,053 | -0.57 | ||||
| 2026-04-10 | 13F | Integris Wealth Management, LLC | 6,018 | 222 | ||||||
| 2026-04-28 | 13F | Q3 Asset Management | 63,081 | 2 | ||||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 5,390 | 45.05 | 199 | 43.48 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 409,957 | 76.63 | 15,103 | 73.99 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 61,682 | 31.86 | 2,272 | 29.90 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 35,918 | 13.73 | 1,323 | 12.02 | ||||
| 2026-04-14 | 13F | Clean Yield Group | 3,017 | 111 | ||||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 629,422 | 2.62 | 23,188 | 1.10 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 3,090,034 | 14.01 | 113,836 | 12.32 | ||||
| 2026-05-12 | 13F | LeConte Wealth Management, LLC | 81,270 | 6.33 | 2,994 | 4.72 | ||||
| 2026-04-28 | 13F | PUREfi Wealth, LLC | 10,460 | 385 | ||||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 723 | 27 | ||||||
| 2026-05-05 | 13F | PFG Advisors | 36,934 | 28.06 | 1,361 | 26.16 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 28,523 | 0.37 | 1,051 | -1.13 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 655 | 24 | 118.18 | |||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 44,927 | 4.19 | 1,655 | 2.67 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 8,972 | 25.52 | 331 | 23.60 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 44,077 | 32.52 | 1,624 | 30.57 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 409,410 | 224.03 | 14,907 | 215.47 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 95,360,826 | 8.35 | 3,474,950 | 5.58 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 3,528 | 50.19 | 130 | 48.28 | ||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 76,069 | 4.01 | 2,797 | 2.23 | ||||
| 2026-04-16 | 13F | Genesis Private Wealth, Llc | 56,099 | 10.85 | 2,067 | 9.20 | ||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 270 | 10 | ||||||
| 2026-04-16 | 13F | Beese Fulmer Investment Management, Inc. | 42,957 | 1,583 | ||||||
| 2026-05-21 | 13F | Essential Partners LLC | 4,254 | 549.47 | 157 | 550.00 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 348,281 | 16.45 | 12,831 | 14.72 | ||||
| 2026-04-10 | 13F | First Bank & Trust | 7,062 | 260 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 19,448 | 164.17 | 716 | 160.36 | ||||
| 2026-05-15 | 13F | Nepc Llc | 5,230,809 | 25.16 | 192,703 | 23.30 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 12,377 | 72.09 | 455 | 68.15 | ||||
| 2026-05-12 | 13F | Payden & Rygel | 199,187 | 7 | ||||||
| 2026-05-07 | 13F | New York Life Investment Management Llc | 952,495 | 14.26 | 35,090 | 12.57 | ||||
| 2026-05-01 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 45,369 | 367.29 | 1,671 | 360.33 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 14,785 | 85.28 | 545 | 82.55 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 482,749 | 9.24 | 17,915 | 8.05 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 232,203 | 4.67 | 8,554 | 3.12 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 271,908 | 152.67 | 10,017 | 148.93 | ||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 27,834 | 20.43 | 1,025 | 18.63 | ||||
| 2026-05-14 | 13F | Loomis Sayles & Co L P | 359,171 | 3.98 | 13,232 | 2.44 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 717 | 24.91 | 26 | 23.81 | ||||
| 2026-05-07 | 13F | Agf Management Ltd | 43,500 | 1,603 | ||||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20,692 | 4.92 | 762 | 3.39 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 206,293 | 11.32 | 7,600 | 9.67 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 1,316,148 | 5,219.92 | 48,487 | 5,141.73 | ||||
| 2026-03-09 | 13F | Lifetime Wealth Management P.C. | 7 | 251 | ||||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 11,557 | 46.16 | 426 | 44.07 | ||||
| 2026-05-11 | 13F | Ellevest, Inc. | 134,202 | 2.95 | 4,944 | 1.42 | ||||
| 2026-05-06 | 13F | Barings Llc | 1,236,891 | 3.85 | 45,567 | 2.30 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 15,997 | 23.32 | 589 | 21.44 | ||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 40,896 | 34.71 | 2 | 0.00 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 809 | 80.18 | 30 | 81.25 | ||||
| 2026-05-12 | 13F | Tower Bridge Advisors | 11,360 | 419 | ||||||
| 2026-04-14 | 13F | Cornerstone National Bank & Trust Co | 115 | 4 | ||||||
| 2026-05-12 | 13F | Rakuten Investment Management, Inc. | 632,632 | 100.00 | 23,913 | 100.01 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 315,939 | 6.39 | 11,639 | 4.81 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 6,619 | 4.17 | 244 | 2.53 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 25,829 | 3.66 | 952 | 2.15 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 43,801 | 2.41 | 1,614 | 1.13 | ||||
| 2026-05-13 | 13F | Cynosure Management, Llc | 25,478 | 40.08 | 939 | 37.94 | ||||
| 2026-04-22 | 13F | Vicus Capital | 41,083 | 9.38 | 1,513 | 7.76 | ||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 95,986 | 4.43 | 3,536 | 2.88 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 289 | 11 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 1,401,275 | 2.19 | 51,623 | 0.42 | ||||
| 2026-05-15 | 13F | Pursuit Wealth Strategies, Llc | 9,726 | 14.96 | 358 | 13.29 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 6,923 | 11.12 | 255 | 9.91 | ||||
| 2026-05-15 | 13F | New England Asset Management Inc | 55,145 | 3.76 | 2,032 | 2.21 | ||||
| 2026-05-06 | 13F | Lockheed Martin Investment Management Co | 81,000 | 2,984 | ||||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 6,796 | 250 | ||||||
| 2026-05-01 | 13F | Hohimer Wealth Management, Llc | 171,322 | 6,312 | ||||||
| 2026-05-11 | 13F | Rebalance, Llc | 1,738,234 | 3.44 | 64,037 | 1.90 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 14,153 | 521 | ||||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 47,530 | 1.25 | 1,751 | -0.23 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 1,569 | 58 | ||||||
| 2026-05-14 | 13F | Massachusetts Financial Services Co /ma/ | 1,030,800 | 27.29 | 38,332 | 26.58 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 51,584 | 2.50 | 1,900 | 0.96 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 62,562 | 7.34 | 2,305 | 5.74 | ||||
| 2026-05-18 | 13F | Vestwell Advisors, LLC | 1,173 | -1.59 | ||||||
| 2026-05-12 | 13F | Keeler THomas Management LLC | 596,575 | 202.28 | 21,978 | 197.79 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 33,183 | 2.46 | 1,219 | 0.58 | ||||
| 2026-05-15 | 13F | Liberty Mutual Group Asset Management Inc. | 1,485,000 | 121.29 | 54,707 | 118.02 | ||||
| 2026-04-27 | 13F | Rareview Capital LLC | 5,535 | 208 | ||||||
| 2026-05-14 | 13F | Proficio Capital Partners LLC | 63,041 | 2,322 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 19,278 | 32.89 | 710 | 31.00 | ||||
| 2026-04-22 | 13F | Peak Planning Group, LLC | 77,248 | 40.54 | 2,846 | 38.44 | ||||
| 2026-04-27 | 13F | Counterweight Ventures, LLC | 113,590 | 20.12 | 4,185 | 18.33 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 47 | 2 | ||||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 2,612 | 1.36 | 96 | 0.00 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 37,407 | 1.64 | 1 | 0.00 | ||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 17,969 | 662 | ||||||
| 2026-01-14 | 13F | ORG Partners LLC | 1,401 | 3.47 | 52 | 1.96 | ||||
| 2026-04-16 | 13F | Cornerstone Management, Inc. | 176,375 | 8.94 | 6,498 | 7.32 | ||||
| 2026-04-28 | 13F | Encompass More Asset Management | 42,434 | 1,563 | ||||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 22 | 1 | ||||||
| 2026-04-28 | 13F | CAP Partners, LLC | 25,689 | 3.26 | 946 | 1.72 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 192,332 | 0.58 | 7,064 | -1.20 | ||||
| 2026-04-23 | 13F | Financial & Tax Architects, LLC | 103,890 | 8.90 | 3,827 | 7.29 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 13 | 18.18 | 0 | |||||
| 2026-05-15 | 13F | Fmr Llc | 8,044,193 | 40.00 | 296,348 | 37.92 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 1,122,151 | 6.45 | 41,340 | 4.87 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 74,724 | 329.08 | 2,753 | 322.73 | ||||
| 2026-04-20 | 13F | Joel Adams & Associates, Inc. | 58,072 | 5.60 | 2,139 | 4.04 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 5,653,753 | 209.35 | 208,284 | 204.76 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 66,660 | 2,456 | ||||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 666 | 1,802.86 | 25 | 2,300.00 | ||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 32,728 | 222.60 | 1,206 | 217.94 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 157,468 | 13.52 | 5,801 | 11.84 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 71,094 | 13.75 | 2,619 | 12.07 | ||||
| 2026-05-13 | 13F | State Farm Mutual Automobile Insurance Co | 125,049 | 89.98 | 4,607 | 87.16 | ||||
| 2026-05-14 | 13F | Corebridge Financial, Inc. | 23,179,735 | 845,597 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 2,942 | 106.46 | 108 | 103.77 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 3,840 | 1.37 | 141 | 0.00 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 41,441 | 7.42 | 1,527 | 5.83 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 156 | 13.87 | 6 | 0.00 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 312 | 11 | ||||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 817,088 | 15.14 | 30,102 | 13.43 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 58,711 | 2,163 | ||||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 97,011 | 0.40 | 3,628 | -0.63 | ||||
| 2026-05-05 | 13F | Portfolio Strategies, Inc. | 24,539 | 0.00 | 904 | -1.42 | ||||
| 2026-05-11 | 13F | Adams Wealth Management | 12,046 | 39.66 | 444 | 37.58 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 3,266 | 4,197.37 | 120 | 5,900.00 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 1,883,482 | 18.94 | 69 | 16.95 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 13,079 | 128.21 | 485 | 125.58 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 6,184 | 0.24 | 228 | -1.30 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 37,751 | 4.93 | 1,391 | 3.35 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 159,641 | 5,881 |
