Statistici de bază
| Proprietari instituționali | 170 total, 170 long only, 0 short only, 0 long/short - change of 6,90% MRQ |
| Alocarea medie a portofoliului | 0.4412 % - change of 21,13% MRQ |
| Acțiuni instituționale (lung) | 13.663.939 (ex 13D/G) - change of 0,55MM shares 10,88% MRQ |
| Valoare instituțională (lungă) | $ 456.448 USD ($1000) |
Proprietatea instituțională și acționarii
iShares U.S. ETF Trust - iShares GSCI Commodity Dynamic Roll Strategy ETF (MX:COMT) are 170 proprietarii instituționali și acționarii care au depus formulare 13D/G sau 13F la Securities Exchange Commission (SEC). Aceste instituții dețin un total de 13,663,939 acțiuni. Cei mai mari acționari includ Bank Of America Corp /de/, Assetmark, Inc, Tradewinds Capital Management, LLC, Ameriprise Financial Inc, Morgan Stanley, Colony Group, LLC, UBS Group AG, Susquehanna International Group, Llp, VCI Wealth Management LLC, and Vontobel Holding Ltd. .
iShares U.S. ETF Trust - iShares GSCI Commodity Dynamic Roll Strategy ETF (BMV:COMT) Structura de proprietate instituțională arată pozițiile curente în companie în funcție de instituții și fonduri, precum și cele mai recente modificări ale dimensiunii poziției. Acţionarii majori pot include investitori individuali, fonduri mutuale, fonduri speculative sau instituţii. Anexa 13D indică faptul că investitorul deține (sau deține) mai mult de 5% din companie și intenționează (sau intenționează) să urmărească în mod activ o schimbare în strategia de afaceri. Schedule 13G indică o investiție pasivă de peste 5%.
Scorul de sentiment al fondului
Scorul de sentiment al fondului (fka Ownership Accumulation Score) găsește acțiunile care sunt cele mai cumpărate de fonduri. Este rezultatul unui model cantitativ sofisticat, multifactorial, care identifică companiile cu cele mai înalte niveluri de acumulare instituțională. Modelul de scoring utilizează o combinație între creșterea totală a proprietarilor dezvăluiți, modificările alocărilor de portofoliu în acești proprietari și alte valori. Numărul variază de la 0 la 100, numerele mai mari indicând un nivel mai ridicat de acumulare pentru semenii săi, iar 50 fiind media.
Frecvența actualizării: zilnic
Consultați Ownership Explorer, care oferă o listă a companiilor cu cel mai înalt rang.
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Depuneri 13F și NPORT
Detaliile privind depunerile 13F sunt gratuite. Detaliile privind depunerea NP necesită un abonament premium. Rândurile verzi indică poziții noi. Rândurile roșii indică poziții închise. Dă click pe link pictograma pentru a vedea istoricul complet al tranzacțiilor.
Actualizare
pentru a debloca date premium și a exporta în Excel 
.
| Data fișierului | Sursă | Investitor | Tip | Preț mediu (Est) |
Acțiuni | Δ Acțiuni (%) |
Raportat Valoare (1000 USD) |
Valoarea Δ (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-27 | 13F | Security Financial Services, INC. | 7.275 | -21,39 | 246 | 6,52 | ||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 6.679 | 226 | ||||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 1.387.976 | 234.752,12 | 46.927 | 335.092,86 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 200 | 7 | ||||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 22 | 0,00 | 1 | |||||
| 2026-05-04 | 13F | Nwam Llc | 200.180 | 1,79 | 6.768 | 36,07 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 1.006 | -15,11 | 34 | 17,24 | ||||
| 2026-04-22 | 13F | Pictet Asset Management Holding SA | 15.500 | 524 | ||||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 427 | -44,04 | 14 | -22,22 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 503 | -35,35 | 17 | -10,53 | ||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 9.984 | -98,55 | 338 | -98,03 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 403.748 | 84,40 | 13.651 | 150,46 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1.322 | 3.124,39 | 45 | 4.300,00 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 828 | 0,00 | 28 | 35,00 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 37.415 | 1 | ||||||
| 2026-05-13 | 13F | Consultiva Wealth Management, Corp. | 77 | 0,00 | 3 | 100,00 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 6.569 | 222 | ||||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 3 | -25,00 | 0 | |||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 495 | -97,67 | 17 | -96,96 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 7.016 | 237 | ||||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 3.055 | 0 | ||||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 63.470 | 23,69 | 2.146 | 67,97 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 2.309 | 0,00 | 78 | 36,84 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6.557 | 222 | ||||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 8.729 | 0,00 | 295 | 35,94 | ||||
| 2026-05-05 | 13F | Philadelphia Investment Partners, LLC | 73.934 | 2.500 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 203 | 0,00 | 7 | 20,00 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 644.386 | 349,62 | 21.786 | 510,74 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 15.950 | 1,50 | 539 | 37,85 | ||||
| 2026-05-15 | 13F | Navis Wealth Advisors, LLC | 74.620 | 2.523 | ||||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 15.441 | -31,96 | 522 | -7,45 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 113.403 | 1,49 | 4.099 | 47,39 | ||||
| 2026-05-15 | 13F | Nano Cap New Millennium Growth Fund L P | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 8.809 | 298 | ||||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 8.308 | 281 | ||||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 237 | 8 | ||||||
| 2026-05-15 | 13F | KM Capital Management Ltd. | 2.995 | 107 | ||||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 32.763 | 0,00 | 1.108 | 35,83 | ||||
| 2026-05-05 | 13F | Nolet Wealth Management, LLC | 15.017 | 14,86 | 508 | 56,00 | ||||
| 2026-02-03 | 13F | Fulcrum Asset Management LLP | 211 | 26 | ||||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 13.607 | 37,81 | 460 | 87,76 | ||||
| 2026-04-16 | 13F | Davis Capital Management | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 5.473 | 243,57 | 136 | 223,81 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 0 | -100,00 | 0 | ||||
| 2026-04-29 | 13F | Hubbell Strickland Wealth Management, LLC | 8.085 | -17,49 | 273 | 12,35 | ||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 16.529 | 21,24 | 559 | 64,60 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 69.470 | 97,43 | 2.349 | 168,34 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 0 | -100,00 | 0 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 324.202 | 14,36 | 8.071 | 6,02 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 60 | 0,00 | 2 | 100,00 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 1.218 | 314,29 | 41 | 485,71 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 19 | -45,71 | 1 | |||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 251.585 | 8.506 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 9.326 | -9,17 | 0 | |||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1.393 | 35 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 602 | 20 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 14.115 | 1,22 | 477 | 37,46 | ||||
| 2026-05-15 | 13F | SkyView Investment Advisors, LLC | 20.000 | -95,75 | 1 | -100,00 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 51.334 | 1.736 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 47 | 2 | ||||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 2.896 | -14,72 | 98 | 15,48 | ||||
| 2026-05-12 | 13F | Hanlon Investment Management, Inc. | 22.383 | 757 | ||||||
| 2026-05-15 | 13F | Turim 21 Investimentos Ltda. | 197 | 38 | ||||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 16.255 | -3,70 | 550 | 30,71 | ||||
| 2026-05-15 | 13F | Fmr Llc | 211 | 7 | ||||||
| 2026-04-16 | 13F | Waystone Advisors Llc | 11.430 | 386 | ||||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 286 | 0,00 | 10 | 28,57 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 10.727 | 0,57 | 363 | 36,60 | ||||
| 2026-05-07 | 13F | Transce3nd, LLC | 64 | -32,63 | 2 | 0,00 | ||||
| 2026-05-12 | 13F | Chicago Wealth Management, Inc. | 147.321 | 4.981 | ||||||
| 2026-05-05 | 13F | Atria Investments Llc | 21.040 | 711 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 15.327 | -3,06 | 518 | 31,81 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 659 | 21,81 | 22 | 69,23 | ||||
| 2026-04-21 | 13F | VCI Wealth Management LLC | 226.428 | -3,30 | 7.656 | 31,33 | ||||
| 2026-02-02 | 13F | Sachetta, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1.294 | 9,11 | 44 | 48,28 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 12.583 | 425 | ||||||
| 2026-05-15 | 13F | Note Advisors, LLC | 74.005 | -4,18 | 2.502 | 23,01 | ||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-05 | 13F | O'Brien Greene & Co. Inc | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 2.228 | -15,19 | 74 | 13,85 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 104.135 | 57,22 | 3.521 | 113,59 | ||||
| 2026-04-08 | 13F | Pines Wealth Management, LLC | 29.115 | 0,15 | 984 | 36,10 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 495 | 17 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 12.470 | -37,60 | 0 | |||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 8.343 | 289 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 12.173 | -10,74 | 412 | |||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 53.090 | 78,42 | 1.822 | 146,08 | ||||
| 2026-04-09 | 13F | Aletheian Wealth Advisors LLC | 61.689 | 0,68 | 2.086 | 26,75 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 34.911 | 1.180 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 164.280 | 340,97 | 5.555 | 499,24 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 661 | -64,52 | 22 | -52,17 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 3.259 | 0,00 | 110 | 35,80 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 1.093 | 692,03 | 37 | 1.100,00 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 67.088 | 11,76 | 2.268 | 51,81 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 37 | 0,00 | 0 | |||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 8.793 | 0,00 | 297 | 36,24 | ||||
| 2026-05-08 | 13F | Evolution Wealth Advisors, LLC | 91.466 | -26,04 | 3.092 | 0,45 | ||||
| 2026-05-12 | 13F | Creative Planning | 14.000 | 19,96 | 473 | 63,10 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 35.328 | 1.194 | ||||||
| 2026-05-26 | 13F | Axiom Investment Management LLC | 79 | 3 | ||||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 4 | 0,00 | 0 | |||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 19.086 | 27,97 | 645 | 73,85 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 195.931 | 179,39 | 6.624 | 279,60 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 7.266 | -24,98 | 246 | 1,66 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 701 | 23,85 | 24 | 64,29 | ||||
| 2026-05-12 | 13F | Anchor Capital Advisors Llc | 6.798 | 230 | ||||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 17 | 1 | ||||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 760 | 0,00 | 26 | 38,89 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 9.570 | 0,00 | 324 | 35,71 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 17.000 | -17,07 | 575 | 12,55 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Assetmark, Inc | 2.558.624 | 1.022,18 | 86.507 | 1.424,08 | ||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Fairview Capital Investment Management, Llc | 197.672 | -1,83 | 6.683 | 33,34 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 302 | 10 | ||||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 468 | 0,00 | 17 | 54,55 | ||||
| 2026-05-12 | 13F | Marion Wealth Management | 10.392 | -16,11 | 351 | 6,36 | ||||
| 2026-04-13 | 13F | Arkansas Financial Group, Inc. | 61.324 | -14,38 | 2.011 | 12,79 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1.096 | -1,88 | 37 | 37,04 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 40.334 | -1,97 | 1.364 | 33,11 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 24.966 | 1,85 | 844 | 38,36 | ||||
| 2026-05-15 | 13F | EFG International AG | 1.805 | 0,00 | 61 | 38,64 | ||||
| 2026-04-15 | 13F | Alhambra Investment Partners LLC | 51.401 | -9,40 | 1.738 | 23,02 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 40.479 | -19,58 | 1.369 | 9,18 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 19.588 | 662 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 28.081 | -50,72 | 949 | -33,07 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 511 | 17 | ||||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 1.475 | -39,02 | 50 | -18,33 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 8.343 | 289 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 3.267.032 | 47,42 | 110.458 | 100,21 | ||||
| 2026-01-30 | 13F | Urban Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 72 | -4,00 | 2 | 100,00 | ||||
| 2026-05-05 | 13F | Advisors Preferred, LLC | 98 | 3 | ||||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 136 | 0,00 | 5 | 33,33 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 12.034 | 29,70 | 407 | 76,52 | ||||
| 2026-05-05 | 13F | UBS Group AG | 294.852 | 116,25 | 9.969 | 193,69 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 25.897 | 60,91 | 876 | 118,75 | ||||
| 2026-01-23 | 13F | U.S. Capital Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 453 | 1.712,00 | 15 | 36,36 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 78.665 | -11,79 | 2.660 | 19,77 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 26.651 | 12,10 | 901 | 52,45 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 633 | 76,82 | 21 | 162,50 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 10 | 0,00 | 0 | |||||
| 2026-01-29 | 13F | Comerica Bank | 72 | 0,00 | 2 | 0,00 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 7.805 | 264 | ||||||
| 2026-04-27 | 13F | GenTrust, LLC | 59.740 | 0,00 | 2.020 | 35,78 | ||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 200 | 0 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 167 | 0,00 | 6 | 25,00 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Beaumont Capital Management, LLC | 35.704 | 1.207 | ||||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 94.111 | -3,34 | 3.182 | 31,28 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 3.605 | 122 | ||||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 18.014 | -71,63 | 609 | -61,46 | ||||
| 2026-05-12 | 13F | Three Bridge Wealth Advisors, LLC | 9.892 | 12,68 | 334 | 53,21 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 1.521 | 0,86 | 51 | 37,84 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 172.363 | 17,69 | 5.828 | 59,82 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 93.692 | 3.168 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 163 | -8,94 | 6 | 25,00 | ||||
| 2026-04-22 | 13F | Lam Group, Inc. | 110 | 4 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 49.705 | -13,26 | 1.681 | 17,81 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 12.901 | 48,24 | 436 | 101,85 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 5.005 | 167 | ||||||
| 2026-05-04 | 13F | Carrera Capital Advisors | 82.140 | 8,10 | 2.777 | 46,85 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 2.396 | 509,67 | 60 | 490,00 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 7.579 | 256 | ||||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 166 | 6 | ||||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 49.268 | 1.666 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 198.518 | -9,08 | 6.712 | 23,48 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 1.006 | 1.696,43 | 34 | 3.300,00 | ||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | 205.400 | -65,87 | 6.945 | -53,66 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 8.326 | 282 | ||||||
| 2026-04-02 | 13F | Horizons Wealth Management | 555 | 0,00 | 19 | 38,46 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 48.567 | 2,42 | 1.642 | 39,15 | ||||
| 2026-05-14 | 13F | Fca Corp /tx | 11.984 | 1,37 | 405 | 37,76 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 1.235 | 31 | ||||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 52 | 0,00 | 2 | 0,00 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 2.372 | 80 | ||||||
| 2026-05-07 | 13F | Parallel Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 105.985 | 0,57 | 3.583 | 36,60 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 6.542 | 227 | ||||||
| 2026-04-27 | 13F | Commonwealth Equity Services, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 330 | 0,00 | 11 | 37,50 | ||||
| 2026-05-14 | 13F | Proficio Capital Partners LLC | 123.695 | 4.202 |
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