CL:HDV / iShares Trust - iShares Core High Dividend ETF - Propriedade Institucional - Vendedores

iShares Trust - iShares Core High Dividend ETF
CL ˙ SNSE ˙ US46429B6636
Propriedade Institucional e de Fundos - Vendedores

Esta página mostra instituições, fundos e principais acionistas que diminuíram participações ou fecharam suas posições no último período de relatório. Linhas vermelhas indicam posições fechadas. Clique no ícone do link 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.
(%)
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,100 -6.50 285 4.40
2026-05-07 13F Vision Retirement, LLC 666 -33.53 90 -25.62
2026-05-15 13F Rehmann Capital Advisory Group 15,548 -5.62 2,110 5.34
2026-05-13 13F Acumen Wealth Advisors, LLC 0 -100.00 0
2026-02-10 13F IAG Wealth Partners, LLC 0 -100.00 0
2026-04-22 13F Romano Brothers And Company 8,065 -0.92 1,095 10.62
2026-04-09 13F Shulman DeMeo Asset Management LLC 33,901 -0.75 4,601 10.79
2026-05-14 13F Orleans Capital Management Corp/la 0 -100.00 0
2026-04-21 13F Verity Asset Management, Inc. 14,405 -25.54 1,955 -16.88
2026-05-11 13F Hamrick Investment Counsel, llc 2,150 -13.31 292 -3.32
2026-05-12 13F/A Signature Securities Group Corporation 4,100 -11.52 557 -1.24
2026-05-12 13F Thoroughbred Financial Services, Llc 0 -100.00 0
2026-05-01 13F Abound Financial, Llc 0 -100.00 0
2026-04-21 13F Wesbanco Bank Inc 0 -100.00 0
2026-01-30 13F Wealthstar Advisors, Llc 0 -100.00 0
2026-04-13 13F Garrett Investment Advisors LLC 4,393 -2.90 596 8.36
2026-04-20 13F Jfs Wealth Advisors, Llc 2,739 -0.04 372 11.41
2026-04-28 13F Stratos Wealth Advisors, LLC 3,377 -11.34 458 -1.08
2026-05-14 13F Level Four Advisory Services, Llc 25,383 -52.96 3,445 -47.50
2026-04-24 13F Goldstone Financial Group, LLC 19,812 -2.64 2,689 8.65
2026-05-12 13F Creative Planning 153,260 -0.45 20,800 11.10
2026-05-12 13F Smith Chas P & Associates Pa Cpas 1,978 -10.01 268 0.37
2026-04-20 13F Sowell Financial Services LLC 18,679 -2.66 2,535 8.66
2026-05-14 13F Allworth Financial LP 30,148 -2.23 4,092 9.09
2026-05-06 13F Oxford Financial Group Ltd 0 -100.00 0
2026-01-20 13F Quintet Private Bank (Europe) S.A. 0 -100.00 0
2026-05-04 13F Element Wealth, LLC 7,417 -2.24 1,007 9.11
2026-05-15 13F Susquehanna International Group, Llp 52,692 -25.39 7,151 -16.72
2026-05-08 13F Resources Investment Advisors, LLC. 9,841 -0.32 1,336 11.25
2026-05-08 13F Birchcreek Wealth Management, LLC 4,328 -3.07 587 8.10
2026-06-02 13F/A Parallel Advisors, LLC 0 -100.00 0 -100.00
2026-05-15 13F Glen Eagle Advisors, LLC 875 -64.63 119 -60.67
2026-05-06 13F American Financial & Tax Strategies Inc 33,666 -3.71 4,569 7.48
2026-05-05 13F D.a. Davidson & Co. 27,391 -0.84 3,718 10.66
2026-05-07 13F Jefferies Financial Group Inc. 18,627 -46.46 2,528 -40.24
2026-04-09 13F CRA Financial Services, LLC 24,130 -3.63 3,275 7.56
2026-04-27 13F Soltis Investment Advisors LLC 7,214 -3.35 979 7.94
2026-04-15 13F Fifth Third Securities, Inc. 10,611 -3.28 1,440 7.95
2026-05-13 13F Scotia Capital Inc. 20,924 -0.42 2,840 11.12
2026-04-29 13F CFS Investment Advisory Services, LLC 6,933 -19.52 929 -11.37
2026-04-30 13F Mv Capital Management, Inc. 8,893 -12.67 1,207 -2.58
2026-02-12 13F Federated Hermes, Inc. 0 -100.00 0
2026-05-07 13F Tidemark, LLC 244 -54.31 33 -48.44
2026-05-14 13F Jump Financial, LLC 0 -100.00 0
2026-04-22 13F Formidable Asset Management, LLC 17,827 -4.93 2,168 -5.62
2026-01-05 13F Chesapeake Asset Management Llc 0 -100.00 0
2026-02-04 13F Atlantic Union Bankshares Corp 0 -100.00 0 -100.00
2026-05-15 13F Coppell Advisory Solutions LLC 0 -100.00 0
2026-05-12 13F Strategic Wealth Partners, Ltd. 7 -61.11 1 -100.00
2026-05-01 13F 180 Wealth Advisors, Llc 11,233 -2.22 1,525 9.09
2026-05-14 13F StoneX Group Inc. 14,458 -21.15 1,962 -11.98
2026-04-13 13F Gradient Investments LLC 2,264 -1.31 307 10.43
2026-05-14 13F Vermillion & White Wealth Management Group, LLC 0 -100.00 0
2026-05-01 13F Diversify Advisory Services, LLC 0 -100.00 0
2026-04-22 13F Abundance Wealth Counselors 3,605 -6.61 489 4.26
2026-02-12 13F Jane Street Group, Llc 0 -100.00 0 -100.00
2026-04-23 13F Game Plan Financial Advisors, LLC 0 -100.00 0
2026-05-15 13F Cape Investment Advisory, Inc. 0 -100.00 0
2026-04-10 13F Perigon Wealth Management, LLC 2,118 -11.19 287 -1.03
2026-04-23 13F Kerntke Otto McGlone Wealth Management Group 21,615 -19.75 2,934 -10.44
2026-05-15 13F Warren Averett Asset Management, LLC 161,458 -1.12 21,913 10.35
2026-05-14 13F EP Wealth Advisors, Inc. 9,606 -47.21 1,304 -41.09
2026-02-12 13F Commonwealth Equity Services, Llc 643,678 -1.47 78,278 98,984.81
2026-04-29 13F Cary Street Partner Investment Advisory Llc 0 -100.00 0
2026-04-28 13F Flagship Harbor Advisors, Llc 35,447 -2.85 4,811 8.41
2026-05-11 13F Strategic Family Wealth Counselors, L.L.C. 37,295 -0.90 5,062 6.37
2026-04-20 13F Hixon Zuercher, LLC 0 -100.00 0
2026-04-27 13F Tennessee Valley Asset Management Partners 3,290 -13.15 447 -3.04
2026-04-15 13F Targeted Financial Services LLC 16,199 -1.63 2,199 9.79
2026-05-15 13F/A EverSource Wealth Advisors, LLC 944 -0.11 128 12.28
2026-04-09 13F Keystone Financial Planning, Inc. 20,530 -27.98 2,786 -19.62
2026-05-15 13F Engineers Gate Manager LP 0 -100.00 0
2026-04-21 13F OneAscent Financial Services LLC 2,041 -8.02 277 2.97
2026-05-13 13F Keystone Wealth Services, LLC 0 -100.00 0
2026-05-15 13F Citadel Advisors Llc Put 0 -100.00 0
2026-04-20 13F Eagle Strategies LLC 2,784 -15.43 378 -5.75
2026-05-05 13F Putnam Fl Investment Management Co 3,613 -21.54 490 -12.34
2026-05-12 13F Icon Wealth Advisors, LLC 0 -100.00 0
2026-05-12 13F Laurel Wealth Advisors LLC 0 -100.00 0
2026-04-29 13F Axxcess Wealth Management, Llc 17,644 -1.43 2,395 10.02
2026-05-15 13F Millennium Management Llc 0 -100.00 0
2026-04-17 13F/A Founders Financial Securities Llc 3,409 -11.18 462 -1.07
2026-05-11 13F Madden Advisory Services, Inc. 12,126 -13.60 1,646 -3.58
2026-04-29 13F Investment Research Partners LLC 25,648 -0.67 3,481 10.86
2026-04-22 13F Phoenix Wealth Advisors 3,311 -3.30 449 7.93
2026-05-14 13F Raymond James Financial Inc 968,381 -0.60 131,429 10.93
2026-05-11 13F Fiduciary Group LLC 17,578 -0.90 2,386 10.57
2026-05-14 13F Coastal Bridge Advisors, LLC 3,908 -4.33 530 6.85
2026-04-08 13F David J Yvars Group 4,947 -0.90 671 10.54
2026-05-05 13F Collaborative Wealth Managment Inc. 7,278 -21.42 988 -12.34
2026-05-20 13F SOA Wealth Advisors, LLC. 11,503 -10.44 1,561 0.00
2026-05-14 13F Hilltop Holdings Inc. 0 -100.00 0
2026-04-27 13F Independent Solutions Wealth Management, LLC 30,152 -0.80 4,092 10.71
2026-05-01 13F Securian Asset Management, Inc 713,802 -5.43 96,877 5.54
2026-02-18 13F Kitching Partners, Llc 0 -100.00 0
2026-02-11 13F Janney Capital Management LLC 43,035 -1.28 5 0.00
2026-04-22 13F Apollon Wealth Management, LLC 1,845 -2.95 250 8.23
2026-01-29 13F Bravias Capital Group, LLC 0 -100.00 0 -100.00
2026-05-01 13F Patten & Patten Inc/tn 7,009 -4.92 951 6.14
2026-05-15 13F Fiduciary Trust Co 3,067 -7.87 416 2.97
2026-01-26 13F Old Point Trust & Financial Services N A 0 -100.00 0
2026-02-03 13F Mma Asset Management Llc 0 -100.00 0
2026-04-14 13F Beacon Investment Advisory Services, Inc. 2,073 -0.14 281 11.51
2026-05-13 13F Intrepid Financial Planning Group LLC 2,947 -77.17 400 -74.57
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 223,646 -16.16 29,966 -7.84
2026-04-30 13F Mosaic Family Wealth Partners, Llc 5,378 -18.37 730 -8.99
2026-05-15 13F Destination Wealth Management 4,791 -1.78 650 9.61
2026-01-23 13F TFC Financial Management 0 -100.00 0
2026-06-01 13F Flagship Wealth Advisors, Llc 3,313 -0.84 388 -4.43
2026-04-27 13F VAUGHAN & Co SECURITIES, INC. 181,662 -2.36 24,655 8.97
2026-04-28 13F Bogart Wealth, LLC 3,220 -44.00 437 -37.48
2026-05-13 13F Transcend Wealth Collective, Llc 18,061 -0.55 2,451 11.01
2026-05-12 13F Oakmont Advisory Group, LLC 3,449 -3.23 468 8.08
2026-05-12 13F IFG Advisory, LLC 0 -100.00 0
2026-05-06 13F Shared Vision Wealth Group LLC 1,637 -4.94 222 0.00
2026-04-15 13F Wolff Financial Management Llc 31,768 -0.97 4,312 10.54
2026-02-12 13F Grey Fox Wealth Advisors, LLC 0 -100.00 0
2026-04-09 13F Teamwork Financial Advisors, LLC 7,988 -1.59 1,084 9.83
2026-04-20 13F WealthSpring Partners, LLC 1,515 -80.86 206 -73.79
2026-04-17 13F Sovereign Financial Group, Inc. 4,711 -10.83 639 -0.47
2026-05-12 13F Northwest Bancshares, Inc. 7,184 -0.21 975 11.43
2026-05-11 13F Atlas Legacy Advisors, LLC 16,087 -1.15 2,183 10.31
2026-01-29 13F Comerica Bank 164,676 -0.16 20,026 -0.85
2026-05-01 13F Mutual Advisors, LLC 12,456 -9.82 1,690 0.66
2026-05-15 13F RMB Capital Management, LLC 7,898 -10.43 1,072 -0.09
2026-05-11 13F Wbi Investments, Inc. 0 -100.00 0
2026-04-17 13F BCS Wealth Management 2,319 -55.95 315 -50.94
2026-05-13 13F Forefront Analytics, LLC 68,087 -1.76 9,241 9.63
2026-05-04 13F Mml Investors Services, Llc 304,658 -0.85 41,348 10.66
2026-05-11 13F Citigroup Inc 17 -98.75 2 -98.79
2026-05-04 13F Wsfs Capital Management, Llc 1,569 -6.50 213 3.92
2026-05-12 13F Stifel Financial Corp 165,115 -11.56 22,409 -1.29
2026-05-15 13F Tower Research Capital LLC (TRC) 0 -100.00 0
2026-05-05 13F Steel Peak Wealth Management LLC 0 -100.00 0
2026-04-28 13F Townsend & Associates, Inc 264,119 -13.30 35,078 -9.28
2026-02-06 13F Pathway Financial Advisers, LLC 0 -100.00 0
2026-05-08 13F Smithfield Trust Co 75,685 -0.05 10 11.11
2026-05-12 13F M&t Bank Corp 660,009 -4.01 89,576 7.13
2026-04-21 13F Wedbush Securities Inc 6,991 -3.53 1
2026-05-14 13F Gts Securities Llc 0 -100.00 0
2026-04-15 13F Merit Financial Group, LLC 38,391 -6.02 5,210 4.89
2026-04-17 13F Krilogy Financial LLC 10,868 -1.74 1,453 1.68
2026-04-29 13F Navalign, LLC 0 -100.00 0
2026-05-05 13F SOUTH STATE Corp 6,849 -10.52 930 -0.11
2026-05-14 13F Klingman & Associates, LLC 20,225 -2.02 2,745 9.32
2026-01-23 13F McCarthy & Cox 0 -100.00 0
2026-05-12 13F Colonial Trust Co / SC 1,375 -17.57 186 -7.92
2026-05-15 13F GWM Advisors LLC 0 -100.00 0
2026-01-22 13F City Holding Co 0 -100.00 0 -100.00
2026-04-21 13F J2 Capital Management Inc 32,716 -29.66 4,440 -21.50
2026-05-11 13F Becker Capital Management Inc 2,986 -10.49 405 0.00
2026-05-01 13F Eq Wealth Advisors, Llc 0 -100.00 0
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100.00 0
2026-04-14 13F FC Advisory LLC 21,312 -1.70 2,892 9.71
2026-04-02 13F Collective Family Office Llc 13,790 -5.26 1,872 5.71
2026-05-14 13F Aft, Forsyth & Company, Inc. 13,813 -1.26 1,875 10.17
2026-05-11 13F Shepherd Financial Partners LLC 3,490 -3.72 474 7.50
2026-04-10 13F Perfromance Wealth Partners, LLC 2,013 -5.36 273 5.81
2026-05-05 13F Atria Investments Llc 81,015 -8.53 10,995 2.08
2026-05-01 13F Farrow Financial Inc. 39,346 -0.80 5,340 10.72
2026-05-14 13F Us Bancorp \de\ 7,219 -30.42 980 -22.36
2026-04-20 13F Pathfinder Wealth Consulting, Inc. 16,315 -0.45 2,214 11.14
2026-05-07 13F Northwestern Mutual Wealth Management Co 258,968 -6.96 35,147 3.83
2026-04-22 13F Spire Wealth Management 5,299 -0.73 719 10.79
2026-05-15 13F NCM Capital Management, LLC 13,339 -0.16 1,810 11.45
2026-05-05 13F HighTower Advisors, LLC 122,390 -1.12 16,611 10.35
2026-05-14 13F Mission Creek Capital Partners, Inc. 3,123 -18.37 424 -9.03
2026-05-14 13F Wealth Alliance 0 -100.00 0
2026-05-14 13F Van Hulzen Asset Management, LLC 6,981 -0.09 947 11.54
2026-04-15 13F Sowa Financial Group, Inc. 20,806 -4.76 3 0.00
2026-05-05 13F LOM Asset Management Ltd 16,132 -0.33 2,189 11.23
2026-05-13 13F NewEdge Wealth, LLC 2,675 -88.56 363 -87.23
2026-02-12 13F Hrt Financial Lp 0 -100.00 0
2026-04-22 13F Investment Advisory Group, LLC 17,588 -0.30 2,387 11.28
2026-04-28 13F Stratos Wealth Partners, LTD. 17,816 -13.27 2,418 -3.20
2026-05-15 13F Note Advisors, LLC 1,897 -25.11 257 -20.43
2026-05-15 13F Ameriflex Group, Inc. 3,039 -2.06 412 9.28
2026-05-08 13F Creekmur Asset Management LLC 0 -100.00 0
2026-04-30 13F Roman Butler Fullerton & Co 3,551 -45.75 479 5.51
2026-05-11 13F Integrity Alliance, Llc. 14,786 -35.72 2,007 -28.28
2026-01-20 13F Toth Financial Advisory Corp 0 -100.00 0
2026-05-11 13F Wells Fargo & Company/mn 1,406,343 -9.07 190,869 1.48
2026-05-13 13F Calton & Associates, Inc. 0 -100.00 0
2026-05-14 13F Captrust Financial Advisors 95,567 -1.03 12,970 10.46
2026-04-28 13F Kingswood Wealth Advisors, Llc 15,815 -0.67 2,146 10.85
2026-05-05 13F Mjp Associates Inc /adv 50,616 -4.98 6,870 6.05
2026-05-15 13F Bank Of America Corp /de/ 4,083,741 -9.58 554,245 0.91
2026-05-08 13F Blair William & Co/il 37,769 -2.44 5,126 8.86
2026-04-08 13F Inspirion Wealth Advisors, Llc 5,697 -2.57 773 8.72
2026-04-13 13F IFP Advisors, Inc 126,072 -34.80 17,110 -27.23
2026-05-12 13F Meiji Yasuda Life Insurance Co 0 -100.00 0
2026-04-30 13F Csenge Advisory Group 18,458 -1.82 2,505 9.58
2026-02-03 13F Crossmark Global Holdings, Inc. 0 -100.00 0
2026-04-27 13F Wbh Advisory Inc 3,038 -4.31 407 5.18
2026-04-22 13F Onyx Bridge Wealth Group LLC 16,131 -0.90 2,189 10.61
2026-05-08 13F Pnc Financial Services Group, Inc. 55,262 -0.20 7,500 11.39
2026-02-11 13F United Financial Planning Group LLC 0 -100.00 0
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 23,551 -0.73 3,196 10.78
2026-05-13 13F Baron Silver Stevens Financial Advisors, Llc 26,507 -3.01 3,598 8.25
2026-04-15 13F Steinberganna Wealth Management 3,636 -5.29 493 5.79
2026-05-04 13F Savant Capital, LLC 4,436 -6.57 602 4.33
2026-04-21 13F Pinnacle Associates Ltd 7,841 -0.19 1,064 11.41
2026-02-12 13F Cloud Capital Management, LLC 0 -100.00 0
2026-04-23 13F Simmons Bank 176,184 -10.11 23,911 0.32
2026-05-11 13F Daymark Wealth Partners, Llc 4,843 -5.61 657 5.29
2026-05-14 13F Financial Engines Advisors L.L.C. 0 -100.00 0
2026-02-14 13F POM Investment Strategies, LLC 0 -100.00 0
2026-04-08 13F Pines Wealth Management, LLC 1,799 -4.10 244 7.02
2026-05-15 13F Pettyjohn, Wood & White, Inc 9,661 -3.74 1,311 7.46
2026-02-17 13F Optiver Holding B.V. 0 -100.00 0
2026-04-17 13F Cora Capital Advisors Llc 10,796 -60.67 1,465 -56.10
2026-05-07 13F Green Square Capital Advisors Llc 0 -100.00 0
2026-05-07 13F Hollencrest Capital Management 450 -30.77 61 -22.78
2026-04-14 13F Prospera Financial Services Inc 9,129 -9.60 1,241 0.90
2026-05-06 13F ProVise Management Group, LLC 14,069 -1.71 1,909 9.71
2026-05-05 13F Frisch Financial Group, Inc. 21,514 -0.49 2,920 11.03
2026-05-08 13F Moors & Cabot, Inc. 2,202 -2.65 299 8.36
2026-05-14 13F Pinnacle Financial Partners, Inc. 17,542 -3.24 2,381 7.98
2026-05-15 13F Round Rock Advisors, LLC 1,727 -22.45 234 -13.33
2026-04-08 13F Miracle Mile Advisors, LLC 0 -100.00 0
2026-05-07 13F Sagespring Wealth Partners, Llc 19,168 -0.75 2,601 10.78
2026-05-15 13F CI Private Wealth, LLC 47,783 -63.26 6,433 -59.33
2026-04-29 13F Penobscot Investment Management Company, Inc. 2,950 -34.44 400 -26.87
2026-05-11 13F White Pine Capital Llc 7,473 -16.53 1,014 -6.80
2026-05-15 13F Magnolia Capital Advisors Llc 0 -100.00 0
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100.00 0
2026-04-27 13F Lodestar Private Asset Management Llc 3,610 -5.02 490 5.84
2026-05-15 13F Brown Advisory Inc 8,111 -8.46 1,101 2.14
2026-04-27 13F Thrive Capital Management, LLC 0 -100.00 0
2026-04-08 13F Accel Wealth Management 1,811 -5.03 246 6.06
2026-04-21 13F HCR Wealth Advisors 3,644 -10.11 495 0.20
2026-02-04 13F Clark Wealth Partners 0 -100.00 0 -100.00
2026-05-06 13F Deutsche Bank Ag\ 2,276 -6.34 309 4.41
2026-05-11 13F Aptus Capital Advisors, LLC 1,432 -3.11 194 8.38
2026-05-08 13F Grand Wealth Management, Llc 0 -100.00 0
2026-04-07 13F Investment Partners Asset Management, Inc. 5,464 -1.53 742 9.94
2026-05-15 13F AlphaCore Capital LLC 1,601 -9.85 217 0.93
2026-05-08 13F Zions Bancorporation, National Association /ut/ 0 -100.00 0
2026-05-08 13F STAR Financial Bank 2,008 -92.79 273 -91.97
2026-05-19 13F/A Eley Financial Management, Inc 3,459 -0.20 469 11.40
2026-02-10 13F Private Wealth Asset Management, LLC 0 -100.00 0
2026-04-30 13F Madison Wealth Partners, Inc 2,841 -16.44 386 -6.78
2026-04-24 13F National Asset Management, Inc. 3,436 -4.93 465 5.92
2026-02-17 13F VestGen Advisors, LLC 0 -100.00 0
2026-02-06 13F Forefront Wealth Partners, LLC 0 -100.00 0
2026-05-15 13F Mercer Global Advisors Inc /adv 63,021 -3.55 8,553 7.64
2026-04-13 13F Pettinga Financial Advisors, LLC 0 -100.00 0
2026-05-01 13F Connecticut Wealth Management, LLC 29,605 -0.33 4,018 11.24
2026-01-12 13F AllSquare Wealth Management LLC 253 -21.67 31 -18.92
2026-04-20 13F Miller Howard Investments Inc /ny 0 -100.00 0
2026-04-15 13F Redhawk Wealth Advisors, Inc. 0 -100.00 0
2026-04-21 13F Everpar Advisors Llc 4,745 -6.54 644 4.21
2026-04-20 13F Independent Wealth Network Inc. 0 -100.00 0
2026-05-15 13F Two Sigma Securities, Llc 0 -100.00 0
2026-04-22 13F Cornerstone Wealth Group, LLC 2,404 -0.62 319 8.16
2026-04-23 13F Impact Partnership Wealth, LLC 1,816 -15.96 246 -6.11
2026-02-13 13F Flow Traders U.s. Llc 0 -100.00 0
2026-04-20 13F Morton Brown Family Wealth, LLC 22,103 -2.72 3,000 8.54
2026-04-10 13F Armstrong Advisory Group, Inc 2,763 -70.96 375 -67.68
2026-05-13 13F Jaffetilchin Investment Partners, LLC 14,974 -0.37 2,032 11.22
2026-05-21 13F Verus Capital Partners, Llc 2,312 -50.00 314 -44.31
2026-04-07 13F Cooper Financial Group 14,812 -4.52 2,010 6.57
2026-04-15 13F Signature Estate & Investment Advisors Llc 8,551 -3.47 1,161 7.71
2026-02-03 13F Vantage Financial Partners, LLC 3,042 -0.94 370 -1.86
2026-04-16 13F Genesis Private Wealth, Llc 7,910 -0.68 1,074 10.85
2026-05-07 13F Advisor OS, LLC 52,988 -2.04 7,192 9.34
2026-05-12 13F Benson Wealth Management INC 0 -100.00 0
2026-05-12 13F CIBC Bancorp USA Inc. 5,158 -1.02 700 9.72
2026-01-27 13F Brighton Jones Llc 0 -100.00 0
2026-05-16 13F Arete Wealth Advisors, LLC 0 -100.00 0
2026-04-14 13F SNS Financial Group, LLC 3,738 -3.49 507 7.87
2026-05-07 13F Tacita Capital Inc 6,840 -5.72 928 5.22
2026-04-29 13F WealthPLAN Partners, LLC 0 -100.00 0
2026-05-15 13F Vertex Planning Partners, LLC 1,495 -34.52 203 -27.08
2026-01-30 13F Turning Point Benefit Group, Inc. 0 -100.00 0
2026-05-11 13F Biltmore Family Office, LLC 0 -100.00 0
2026-05-06 13F Hartland & Co., LLC 5,985 -6.89 812 3.97
2026-04-27 13F Latitude Advisors, LLC 0 -100.00 0
2026-05-04 13F Concentrum Wealth Management 1,681 -38.36 228 -31.12
2026-05-08 13F Comprehensive Financial Consultants Institutional, Inc. 1,817 -18.59 247 -9.23
2026-04-28 13F Whittier Trust Co Of Nevada Inc 18,598 -0.16 2,502 10.18
2026-04-15 13F Aventus Investment Advisors, Inc. 16,820 -3.62 2,283 7.54
2026-05-15 13F Advisor Group Holdings, Inc. 370,029 -1.99 50,235 9.38
2026-05-11 13F Quadrant Capital Group Llc 0 -100.00 0
2026-04-08 13F First Heartland Consultants, Inc. 8,302 -2.51 1,127 8.79
2026-04-22 13F Princeton Global Asset Management LLC 21 -34.38 3 -33.33
2026-05-14 13F Rockefeller Capital Management L.P. 202,013 -2.04 27,417 9.33
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100.00 0
2026-05-15 13F Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 89,919 -9.39 12,204 1.12
2026-05-12 13F WCG Wealth Advisors LLC 20,472 -0.19 2,778 11.39
2026-04-17 13F High Net Worth Advisory Group LLC 22,558 -1.35 3,062 10.11
2026-04-20 13F Provenance Wealth Advisors, LLC 7,670 -26.07 1,041 -17.53
2026-04-30 13F BRYN MAWR TRUST Co 1,574 -22.23 214 -13.41
2026-05-14 13F Regal Investment Advisors LLC 14,158 -7.18 1,922 3.61
2026-05-14 13F Renaissance Technologies Llc 6,400 -50.39 869 -44.64
2026-02-17 13F Citadel Advisors Llc 0 -100.00 0
2026-05-12 13F Tiaa Trust, National Association 0 -100.00 0
2026-04-15 13F Bernardo Wealth Planning LLC 19,428 -2.08 2,637 9.29
2026-04-23 13F Oppenheimer & Co Inc 4,922 -20.87 668 -11.64
2026-05-13 13F Triumph Capital Management 868 -25.04 118 -16.43
2026-04-24 13F Means Investment Co., Inc. 2,112 -13.90 287 -4.03
2026-04-27 13F Sound Income Strategies, LLC 34 -81.01 5 -81.82
2026-02-12 13F CIBC Private Wealth Group, LLC 5,573 -3.26 678 -3.97
2026-05-05 13F Helium Advisors LLC 4,790 -5.54 650 5.52
2026-02-04 13F Summit Wealth Group Llc / Co 0 -100.00 0 -100.00
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100.00 0 -100.00
2026-05-15 13F Talisman Wealth Advisors LLC 9,431 -0.85 1,280 10.45
2026-05-12 13F Cahill Financial Advisors Inc 32,398 -0.32 4,397 11.23
2026-05-01 13F Midwest Trust Co 5,816 -3.98 789 7.20
2026-05-06 13F Dunhill Financial, LLC 1,138 -21.25 154 -12.00
2026-04-27 13F Truist Financial Corp 576,725 -2.58 78,273 8.72
2026-04-07 13F Retirement Wealth Solutions LLC 1 -99.78 0 -100.00
2026-05-01 13F Valmark Advisers, Inc. 18,821 -6.01 2,554 4.89
2026-05-06 13F Tyche Wealth Partners LLC 2,310 -0.09 314 11.39
2026-02-06 13F Mach-1 Financial Group, Inc. 0 -100.00 0
2026-04-27 13F GDS Wealth Management 2,674 -1.87 363 9.37
2026-05-08 13F Coldstream Capital Management Inc 16,699 -5.89 2,266 5.05
2026-01-12 13F Heartwood Wealth Advisors LLC 0 -100.00 0 -100.00
2026-05-01 13F Citizens Financial Group Inc/ri 52,411 -15.37 7,113 -5.55
2026-05-13 13F SRS Capital Advisors, Inc. 19,945 -27.38 2,707 -18.96
2026-05-04 13F Geneos Wealth Management Inc. 4,024 -2.00 546 9.42
2026-04-14 13F American State Bank (Iowa) 21,418 -2.25 2,907 9.08
2026-04-14 13F Focus Financial Network, Inc. 4,962 -7.56 673 3.22
2026-04-20 13F KFA Private Wealth Group, LLC 6,920 -3.16 939 8.06
2026-04-20 13F Brandywine Oak Private Wealth Llc 36,679 -2.02 4,978 9.36
2026-05-15 13F First Manhattan Co 5,793 -0.86 786 10.70
2026-05-11 13F Godfrey Financial Associates, Inc. 60,781 -1.00 8,249 10.50
2026-05-08 13F SHP Wealth Management 5,803 -4.24 788 6.78
2026-05-15 13F Evercore Wealth Management, LLC 10,767 -25.93 1,461 -17.32
2026-05-08 13F Valeo Financial Advisors, LLC 24,770 -1.39 3,362 10.05
2026-01-16 13F Bangor Savings Bank 0 -100.00 0
2026-04-14 13F Nbc Securities, Inc. 5,888 -22.96 799 -13.99
2026-05-13 13F Visionary Wealth Advisors 2,216 -0.18 301 11.11
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 0 -100.00 0
2026-05-12 13F M&t Bank Corp Call 0 -100.00 0
2026-04-17 13F PMG Wealth Management, Inc. 4,440 -2.42 603 8.86
2026-05-13 13F Ameritas Investment Partners, Inc. 355 -41.80 48 -35.14
2026-05-12 13F Jane Street Group, Llc Call 2,600 -97.90 353 -97.67
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