Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF incluem Tiaa-cref Individual & Institutional Services, Llc, TIAA Wealth Investment Management LLC, CIBC Bancorp USA Inc., Spartan Wealth Advisory Services LLC, XML Financial, LLC, Boulder Wealth Advisors, LLC, WESPAC Advisors, LLC, Fort Washington Investment Advisors Inc /oh/, Gateway Wealth Partners, LLC, Ballentine Partners, LLC, Arkadios Wealth Advisors, Tower Bridge Advisors, TrueWealth Financial Partners, Quent Long Short Global Small Cap Fund, LP, Arvest Bank Trust Division, Fragasso Group Inc., Aprio Wealth Management, LLC, Centerline Wealth Advisors, LLC, DiMeo Schneider & Associates, L.L.C., e Visionary Horizons, 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.
Upgrade para desbloquear dados premium.
| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | 13F | Principal Securities, Inc. | 9,041 | 11.82 | 848 | 13.54 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 1,245 | 0.08 | 117 | 1.75 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 195 | 18 | ||||||
| 2026-04-17 | 13F | Visionary Horizons, LLC | 4,465 | 419 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 9,314 | 3.08 | 873 | 4.68 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 52,122 | 3.79 | 4,886 | 5.39 | ||||
| 2026-04-29 | 13F | Global Strategic Investment Solutions, LLC | 915,963 | 1.48 | 85,862 | 3.07 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 10,789 | 28.98 | 1,012 | 30.96 | ||||
| 2026-05-13 | 13F | Lynch Investment Planning, LLC | 2,258 | 212 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 26,151,759 | 129.03 | 2,451,466 | 132.61 | ||||
| 2026-05-12 | 13F | Tower Bridge Advisors | 9,620 | 902 | ||||||
| 2026-05-05 | 13F | Investment Partners, Ltd. | 9,509 | 48.90 | 891 | 51.27 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 29,521 | 22.14 | 2,767 | 24.08 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 119 | 11 | ||||||
| 2026-05-08 | 13F | Blair William & Co/il | 55,488 | 14.89 | 5,201 | 16.69 | ||||
| 2026-05-08 | 13F | Boulder Wealth Advisors, LLC | 42,588 | 3,992 | ||||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 6,462 | 12.38 | 606 | 14.15 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 31,069 | 0.44 | 2,912 | 2.00 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 15,743 | 0.20 | 1,476 | 0.96 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 2,242,978 | 23.98 | 210,257 | 25.91 | ||||
| 2026-05-15 | 13F | Continental Investors Services, Inc. | 13,049 | 60.96 | 1,347 | 67.12 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 13,579 | 87.19 | 1,273 | 90.13 | ||||
| 2026-04-30 | 13F | Hegarty Advisors, LLC | 49,628 | 1.73 | 4,652 | 3.31 | ||||
| 2026-05-15 | 13F | KM Capital Management Ltd. | 482 | 50 | ||||||
| 2026-05-08 | 13F | Asset Management One Co., Ltd. | 1,195 | 72.44 | 112 | 75.00 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 2,821 | 0.04 | 264 | 1.54 | ||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 387,183 | 3.40 | 39,427 | 14.07 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 964 | 7.23 | 90 | 9.76 | ||||
| 2026-05-07 | 13F | Resolute Wealth Strategies, LLC | 6,099 | 0.33 | 572 | 1.78 | ||||
| 2026-05-15 | 13F | Wellington Management Group Llp | 453,813 | 69.60 | 42,540 | 72.25 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 126,880 | 143.49 | 11,894 | 147.31 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 3,573 | 77.58 | 335 | 80.54 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 32,609 | 3.71 | 3 | 50.00 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 5,784,848 | 542,272 | ||||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 3,771 | 382 | ||||||
| 2026-04-15 | 13F | Northbridge Financial Group, Llc | 5,422 | 132.21 | 532 | 147.44 | ||||
| 2026-05-06 | 13F | 71 West Capital Partners | 128,633 | 6.09 | 12,058 | 7.75 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 234,493 | 21.06 | 21,981 | 22.95 | ||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 2,801 | 263 | ||||||
| 2026-04-14 | 13F | Centerline Wealth Advisors, LLC | 4,577 | 429 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 21,472 | 13.61 | 2,013 | 15.37 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 3,042 | 0.13 | 285 | 1.79 | ||||
| 2026-05-13 | 13F | Avail Investment Partners, LLC | 3,070 | 0 | ||||||
| 2026-04-20 | 13F | Corundum Group, Inc. | 47,161 | 16.91 | 4,421 | 18.72 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 30,709 | 14.88 | 2,879 | 16.66 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 72,873 | 3.64 | 6,831 | 5.25 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 2,583 | 242 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 7,449 | 1.49 | 698 | 3.10 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 229 | 18.04 | 21 | 23.53 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 18,019 | 27.18 | 1,689 | 29.23 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 11,028 | 11.41 | 1,034 | 13.14 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 7,450 | 688 | ||||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 9,700 | 164.95 | 909 | 169.73 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 53,231 | 3.08 | 5 | 0.00 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,717 | 0.44 | 1,005 | 2.03 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 42,092 | 123,700.00 | 3,946 | 131,400.00 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 54,351 | 18.47 | 5,095 | 20.31 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 42 | 4 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 319,347 | 4.35 | 29,476 | 7.77 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 12,537 | 1,175 | ||||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 4,080 | 6.28 | 382 | 7.91 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 3,520 | 29.89 | 330 | 31.60 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 3,842 | 360 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 2,955,832 | 7.01 | 272,823 | 10.52 | ||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 4,470 | 419 | ||||||
| 2026-05-06 | 13F | Bessemer Group Inc | 2,833 | 278.74 | 0 | |||||
| 2026-04-17 | 13F/A | Capital Investment Advisors, LLC | 3,639 | 341 | ||||||
| 2026-06-01 | 13F | Integrated Investment Consultants, LLC | 61,505 | 8.16 | 5,765 | 9.85 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 2,022 | 161.58 | 190 | 166.20 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 2,334 | 219 | ||||||
| 2026-04-01 | 13F | LBJ Family Wealth Advisors, Ltd. | 29,656 | 4.71 | 3 | 0.00 | ||||
| 2026-04-21 | 13F | Maseco Llp | 757 | 0.40 | 71 | 2.90 | ||||
| 2026-04-30 | 13F | Petix & Botte Co | 279 | |||||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 1,623 | 0.43 | 152 | 2.01 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 327,053 | 3.58 | 30,187 | 6.98 | ||||
| 2026-04-28 | 13F | Kanawha Capital Management Llc | 65,377 | 11.06 | 6,128 | 12.79 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 566,284 | 96.72 | 52,177 | 96.38 | ||||
| 2026-05-20 | 13F | TrueWealth Financial Partners | 7,657 | 718 | ||||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 226 | 20.86 | 21 | 23.53 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 179 | 0.56 | 17 | 0.00 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 40,192 | 0.73 | 3,768 | 2.31 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 432 | 11.34 | 40 | 14.29 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 130,262 | 11.99 | 12,211 | 13.73 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 215,270 | 5.24 | 20,179 | 6.88 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 163,761 | 107.66 | 15,351 | 110.92 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 455,687 | 3.08 | 42,716 | 4.69 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 2,361 | 2.52 | 221 | 4.25 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 3,505 | 24.47 | 329 | 26.64 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 7,881 | 49.80 | 739 | 52.16 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 19,420 | 0.02 | 1,820 | 1.56 | ||||
| 2026-04-16 | 13F | Rfg Holdings, Inc. | 4,005 | 0.43 | 375 | 1.90 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 2,583 | 242 | ||||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 17,069 | 119.99 | 1,600 | 123.46 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 78,238 | 38.48 | 7,334 | 40.66 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 339,962 | 10.62 | 31,864 | 12.33 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 1,433 | 9.22 | 134 | 10.74 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 40,970 | 8.41 | 3,841 | 10.09 | ||||
| 2026-05-04 | 13F | Sentinel Wealth Management, Inc. | 79,261 | 3.82 | 7,430 | 5.44 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 2,305 | 47.10 | 217 | 50.69 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 577 | 0.35 | 54 | 1.89 | ||||
| 2026-05-15 | 13F | CSM Advisors, LLC | 3,525 | 0 | ||||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 2,295 | 215 | ||||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 8,341 | 133.64 | 782 | 137.39 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 937,175 | 7.73 | 139,405 | 73.61 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 76,312 | 1.03 | 7,154 | 2.61 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 227,986 | 33.40 | 21 | 40.00 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 12,309 | 149.42 | 1,154 | 153.41 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 10,977 | 1,029 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 23,930 | 120.27 | 2,243 | 123.85 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 13,062 | 26.34 | 1,224 | 28.30 | ||||
| 2026-04-27 | 13F | Moran Wealth Management, LLC | 72,732 | 6,818 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 31,311,151 | 1,080.03 | 2,935,107 | 1,098.44 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 3,931 | 62.84 | 0 | |||||
| 2026-05-13 | 13F | BlackRock, Inc. | 10,375 | 53.34 | 973 | 55.77 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 1,176,058 | 39.96 | 110,261 | 42.16 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 858 | 80 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 48,186 | 0.37 | 4,517 | 1.92 | ||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 2,444 | 229 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 9,851 | 3.10 | 923 | |||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 402 | 38 | ||||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 4,412 | 0.05 | 414 | 1.47 | ||||
| 2026-04-28 | 13F | Woodard & Co Asset Management Group Inc /adv | 2,889 | 2.48 | 271 | 3.85 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 69,852 | 2.56 | 6,548 | 4.15 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 199 | 19 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 11 | 0 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 16,228 | 0.53 | 1,521 | 2.15 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 284 | 27 | ||||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 17,440 | 5.93 | 1,635 | 7.57 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 27,373 | 9.61 | 2,566 | 11.28 | ||||
| 2026-04-13 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 3,938 | 0.43 | 369 | 2.22 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 51,970 | 166.19 | 4,797 | 197.70 | ||||
| 2026-04-16 | 13F | CWC Advisors, LLC. | 2,528 | 237 | ||||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 626 | 0.48 | 0 | |||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 33,552 | 1.56 | 3,145 | 3.15 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 1,392 | 970.77 | 130 | 1,081.82 | ||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 147,825 | 22.49 | 13,575 | 20.96 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 6,490 | 18.91 | 608 | 20.87 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 4,116 | 386 | ||||||
| 2026-05-12 | 13F | Centric Wealth Management | 120,933 | 2.87 | 12,179 | 6.52 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 4,380 | 18.03 | 411 | 19.88 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 130,460 | 404.49 | 12 | 500.00 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 40,180 | 3,767 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 550,370 | 4.67 | 51,592 | 6.30 | ||||
| 2026-04-15 | 13F | Braun-Bostich & Associates Inc. | 8,969 | 2.27 | 841 | 3.83 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 2,394 | 226 | ||||||
| 2026-05-08 | 13F | M1 Capital Management LLC | 4,786 | 0.69 | 449 | 2.28 | ||||
| 2026-05-08 | 13F | Macroview Investment Management Llc | 15,012 | 1.37 | 1,407 | 3.00 | ||||
| 2026-04-29 | 13F | W Advisors, Llc | 2,683 | 10.41 | 252 | 12.05 | ||||
| 2026-05-14 | 13F | 1832 Asset Management L.P. | 3,620 | 17.72 | 339 | 19.79 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 40,420 | 0.10 | 3,789 | 1.66 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 817 | 5.83 | 77 | 7.04 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 17,887 | 1,677 | ||||||
| 2026-05-06 | 13F | Eq Llc | 2,145 | 201 | ||||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 2,114 | 198 | ||||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 131,630 | 15.15 | 12,339 | 16.94 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 16,559 | 9.37 | 1,552 | 11.10 | ||||
| 2026-05-15 | 13F | Silvercrest Asset Management Group Llc | 533,338 | 46.15 | 49,995 | 48.44 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 14,195 | 3.83 | 1,331 | 5.47 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 3,741 | 5.65 | 351 | 7.36 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 2,536 | 238 | ||||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 5,586 | 524 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 45,395 | 310.74 | 4,255 | 317.16 | ||||
| 2026-05-11 | 13F | Clarendon Private LLC | 3,034 | 0.46 | 284 | 2.16 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 160,278 | 15,008 | ||||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 27,792 | 4.02 | 2,605 | 5.68 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 148,142 | 15.23 | 13,887 | 17.02 | ||||
| 2026-04-20 | 13F | First American Bank | 6,007 | 50.14 | 563 | 52.57 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 19,858 | 6.12 | 1,862 | 7.76 | ||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 1,086,914 | 24.00 | 101,887 | 25.93 | ||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 73 | 7 | ||||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 9,603 | 37.97 | 900 | 40.19 | ||||
| 2026-04-16 | 13F | First Merchants Corp | 97,100 | 10.97 | 9,102 | 12.70 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 8,546 | 69.97 | 801 | 71.52 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 3,632 | 58.60 | 341 | 61.14 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 162 | 0.62 | 15 | 7.14 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 12,734 | 0.58 | 1,194 | 2.23 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 19,298 | 0.16 | 1,809 | 1.69 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 2,362 | 221 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 2,783 | 16.79 | 261 | 18.72 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 595 | 25.26 | 56 | 27.91 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 658,257 | 12.25 | 60,448 | 11.68 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 277,249 | 19.88 | 25,989 | 21.75 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 398,463 | 3.07 | 37,352 | 4.68 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 708,137 | 12.12 | 66,379 | 13.87 | ||||
| 2026-05-15 | 13F | Beutel, Goodman & Co Ltd. | 16 | 0 | ||||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 709 | 66 | ||||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 3,971 | 0.25 | 372 | -2.37 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1,548,170 | 0.87 | 145,125 | 2.44 | ||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 2,270 | 213 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 10,745 | 55.61 | 992 | 60.62 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 38,300 | 45.74 | 3,590 | 48.04 | ||||
| 2026-05-05 | 13F | Mjp Associates Inc /adv | 130,339 | 12.05 | 12,218 | 13.80 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 5,753 | 39.23 | 539 | 41.47 | ||||
| 2026-05-11 | 13F | COFG Advisors, LLC | 50,737 | 27.95 | 4,756 | 29.98 | ||||
| 2026-05-15 | 13F | Atlanta Consulting Group Advisors, LLC | 14,473 | 8.52 | 1,357 | 10.15 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 36,303 | 2.09 | 3,403 | 3.69 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 118,862 | 33.65 | 11,142 | 35.81 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 84,600 | 397.65 | 7,930 | 405.42 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1,444,888 | 4.64 | 133,363 | 108,325.20 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 63,828 | 32.05 | 5,983 | 34.12 | ||||
| 2026-04-22 | 13F | Fort Washington Investment Advisors Inc /oh/ | 18,114 | 1,698 | ||||||
| 2026-04-24 | 13F | Verus Wealth Management, Llc | 44,610 | 3.51 | 4,182 | 5.13 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 27,347 | 107.28 | 2,564 | 110.60 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 11,516 | 1,080 | ||||||
| 2026-04-16 | 13F | XML Financial, LLC | 44,241 | 4,147 | ||||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 6,136 | 178.02 | 575 | 183.25 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 5,741 | 546 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 20,652 | 19.57 | 2 | 0.00 | ||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 2,363 | 222 | ||||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 35 | 3 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 505,856 | 4.68 | 47,419 | 6.31 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 172 | -65.38 | ||||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 252,054 | 0.32 | 23,628 | 1.88 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 13,028 | 0.75 | 1,221 | 2.35 | ||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 6,494 | 0.28 | 609 | 1.84 | ||||
| 2026-05-04 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 3,843 | 1.34 | 360 | 2.86 | ||||
| 2026-04-15 | 13F | Elevatus Welath Management | 9,498 | 0.35 | 890 | 1.95 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 377,087 | 27.62 | 35,348 | 29.61 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 206,738 | 18,986 | ||||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 58 | 5 | ||||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 397 | 37 | ||||||
| 2026-05-11 | 13F | Wealth Dimensions Group, Ltd. | 333,782 | 0.76 | 31,289 | 2.33 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 1 | 0 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 78,147 | 52.00 | 7,325 | 53.56 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 28,130 | 2,637 | ||||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 1,821,200 | 23.71 | 170,719 | 25.64 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 3,486 | 45.67 | 327 | 48.18 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 70,929 | 3.48 | 6,585 | 3.42 | ||||
| 2026-05-08 | 13F | Strategic Financial Services, Inc, | 2,200 | 206 | ||||||
| 2026-04-24 | 13F | Financial Life Planners | 4,359 | 0.44 | 409 | 2.00 | ||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 2,789 | 0.43 | 261 | 1.95 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 2,989 | 280 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 312,240 | 1.47 | 29,269 | 3.06 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 4,137 | 2.99 | 388 | 4.59 | ||||
| 2026-04-28 | 13F | WESPAC Advisors, LLC | 23,314 | 2,185 | ||||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 2,162 | 203 | ||||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 10,410 | 267.45 | 976 | 273.56 | ||||
| 2026-05-15 | 13F/A | Arrowroot Family Office, LLC | 173,975 | 4.82 | 16,308 | 6.46 | ||||
| 2026-05-01 | 13F | Brightwater Advisory LLC | 23,977 | 27.63 | 2,248 | 29.66 | ||||
| 2026-05-04 | 13F | Nadler Financial Group, Inc. | 15,385 | 0.07 | 1,442 | 1.62 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 113,162 | 4.04 | 10,608 | 5.66 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 315 | 30 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1,569,045 | 11.90 | 147,082 | 13.65 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 4,079 | 282.65 | 382 | 289.80 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 40,181 | 3,767 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 104,434 | 1.03 | 9,790 | 2.60 | ||||
| 2026-05-27 | 13F | Westshore Wealth, LLC | 41,106 | 10.41 | 3,853 | 12.14 | ||||
| 2026-05-15 | 13F | Second Line Capital, LLC | 3,131 | 318 | ||||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 17,870 | 0.94 | 1,675 | 2.57 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 11,427 | 32.96 | 1,174 | 48.05 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 10,420 | 259.81 | 977 | 265.54 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 47,256 | 5.95 | 4,340 | 4.63 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 2,551 | 4.04 | 239 | 5.75 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 7,803 | 5.15 | 717 | 4.68 | ||||
| 2026-04-08 | 13F | Aurelius Family Office LLC | 26,921 | 3.20 | 2,524 | 2.69 | ||||
| 2026-05-08 | 13F | Fund Evaluation Group, LLC | 96,000 | 11.11 | 8,999 | 12.85 | ||||
| 2026-04-30 | 13F | Paladin Advisory Group, LLC | 28 | 7.69 | 3 | 0.00 | ||||
| 2026-05-13 | 13F | Arvest Bank Trust Division | 5,861 | 549 | ||||||
| 2026-05-08 | 13F | Bokf, Na | 71,609 | 7.57 | 6,713 | 9.24 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 5,745,624 | 3.99 | 538,595 | 5.62 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 142,348 | 13,240.96 | 13,139 | 13,729.47 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 4,802 | 7.96 | 494 | 15.69 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 3,468 | 330 | ||||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 235,430 | 7.65 | 22,069 | 9.33 | ||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 127,567 | 11,958 | ||||||
| 2026-05-12 | 13F | Creative Planning | 2,989,279 | 3,944.76 | 280,215 | 4,008.11 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 357,336 | 14,764.23 | 33,497 | 15,056.56 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 19,905 | 165.40 | 1,866 | 169.51 | ||||
| 2026-05-18 | 13F | IFS Group,LLC | 24,071 | 197.58 | 2,256 | 212.03 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 26,190 | 43.24 | 2,455 | 45.52 | ||||
| 2026-04-10 | 13F | Eagle Wealth Strategies Llc | 5,083 | 476 | ||||||
| 2026-05-06 | 13F | Kera Capital Partners, Inc. | 76,053 | 2.22 | 7,129 | -0.68 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 47,710 | 23.41 | 4,472 | 25.34 | ||||
| 2026-05-08 | 13F | Junk Investment Group, LLC | 3,927 | 368 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 6,595,856 | 394.70 | 618,296 | 402.42 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 6,408 | 601 | ||||||
| 2026-05-13 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 44,595 | 206.83 | 4,180 | 211.71 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 25,333 | 124.88 | 2,375 | 128.49 | ||||
| 2026-04-23 | 13F | Ewa, Llc | 2,182 | 205 | ||||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,228 | 209 | ||||||
| 2026-04-28 | 13F | Hapanowicz & Associates Financial Services, Inc | 615,768 | 0.93 | 57,722 | 2.50 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 94,858 | 2.10 | 8,892 | 3.69 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 151 | 14 | ||||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 3,204 | 236 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 8,756 | 3.68 | 821 | 5.26 | ||||
| 2026-05-08 | 13F | Minot DeBlois Advisors LLC | 306 | 29 | ||||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 48,456 | 7.12 | 4,542 | 8.79 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 78,962 | 0.52 | 7,402 | 2.08 | ||||
| 2026-05-14 | 13F | Dana Investment Advisors, Inc. | 37,672 | 3.77 | 3,531 | 5.40 | ||||
| 2026-04-22 | 13F | Brandywine Asset Management, Inc. | 96,915 | 0.44 | 9,210 | -2.36 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 111,534 | 44.51 | 10,455 | 46.78 | ||||
| 2026-04-14 | 13F | Roffman Miller Associates Inc /pa/ | 14,747 | 0.39 | 1,382 | 1.99 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 1,718,133 | 3.63 | 161 | 5.23 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 307,467 | 15.40 | 28,822 | 17.20 |
