MDY / State Street SPDR S&P MIDCAP 400 ETF Trust - Proprietate instituțională - Cumpărători

State Street SPDR S&P MIDCAP 400 ETF Trust
US ˙ ARCA ˙ US78467Y1073

Proprietatea instituțională și de fond - Cumpărători

Principalii deținători care au deschis noi poziții în State Street SPDR S&P MIDCAP 400 ETF Trust includ Generali Asset Management SPA SGR, OFS Enterprise LLC, DC Investments Management, LLC, Nitorum Capital, L.P., Tiaa-cref Individual & Institutional Services, Llc, Roan Capital Partners, Vanguard National Trust Co, GLR Partners, LLC, Baer Investment Advisory LLC, Banque Transatlantique SA, Accent Capital Management, LLC, Junk Investment Group, LLC, Tower Bridge Advisors, Financial Solutions Advisory Group, Inc., Black Maple Capital Management LP, Diversified Enterprises, LLC, HTG Investment Advisors, Inc., Sanchez Gaunt Capital Management, LLC, GK Wealth Management LLC, și Stillwater Capital Advisors, LLC .

Această pagină prezintă modificări în structura proprietății prin listarea instituțiilor, fondurilor și acționarilor majori care și-au mărit participațiile sau au deschis noi poziții în ultima perioadă de raportare. Rândurile verzi indică poziții noi. Dă click pe link pictograma pentru a vedea istoricul complet al tranzacțiilor.

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Data fișierului Sursă Investitor Tip Preț mediu
(Est)
Acțiuni Δ Acțiuni
(%)
Raportat
Valoare
(1000 USD)
Valoarea Δ
(%)
Port Alloc
(%)
2026-04-28 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 8.200 1,18 5.452 11,52
2026-05-15 13F Summit Financial, LLC 10.542 3,06 6.518 5,25
2026-01-29 13F Concurrent Investment Advisors, LLC 5.876 719,53 3.545 729,98
2026-05-04 13F WP Advisors, LLC 555 0,36 342 2,70
2026-05-15 13F Empowered Funds, LLC 682 473,11 421 491,55
2026-04-07 13F Central Bank & Trust Co 15.560 4,84 9.597 7,18
2026-04-29 13F CVA Family Office, LLC 23 14
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 543 9,92 335 12,08
2026-05-15 13F Huntington National Bank 1.818 19.372 9,64
2026-05-11 13F Commerce Bank 141.154 430,34 87.058 442,21
2026-05-15 13F Rothschild Capital Partners, LLC 1.468 0,75 905 3,08
2026-04-07 13F Park Avenue Securities Llc 888 13,70 1
2026-04-24 13F Eagle Bluffs Wealth Management LLC 327 202
2026-05-12 13F Chapman Financial Group, Llc 14 9
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 9 6
2026-01-29 13F Vanguard Group Inc 5.320 7,76 3.209 9,08
2026-05-12 13F/A Signature Securities Group Corporation 5.842 3,02 3.612 5,21
2026-04-28 13F Whittier Trust Co 133.073 3,98 83.197 3,47
2026-04-07 13F Blueline Advisors Llc 4.242 27,62 2.618 30,51
2026-04-14 13F Hudson Valley Investment Advisors Inc /adv 4.532 4,47 2.795 6,80
2026-05-12 13F Summit Trail Advisors, Llc 2.900 25,54 1.789 27,90
2026-05-05 13F Legacy Advisors, LLC 15.932 0,06 9.826 2,29
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 11.919 3,84 7.368 6,04
2026-05-08 13F King Luther Capital Management Corp 241 -14,29
2026-04-07 13F Comprehensive Financial Planning, Inc./PA 213 1,43 132 3,15
2026-04-08 13F Mirador Capital Partners LP 1.124 5,34 693 7,78
2026-05-14 13F Jump Financial, LLC 33.832 20.866
2026-05-14 13F Betterment LLC 839 14,62 1
2026-05-14 13F We Are One Seven, LLC 2.607 2,24 1.608 4,55
2026-05-11 13F Lcnb Corp 1.455 3,56 897 5,90
2026-05-12 13F Bnp Paribas Arbitrage, Sa Call 708 43.667
2026-05-13 13F D L Carlson Investment Group Inc 327 202
2026-05-12 13F Bnp Paribas Arbitrage, Sa 317.029 29,27 195.531 32,16
2026-04-08 13F Hummer Financial Advisory Services Inc 17.189 0,56 10.628 2,69
2026-05-07 13F FourThought Financial Partners, LLC 330 204
2026-05-01 13F Bensler, LLC 468 0,43 288 2,49
2026-04-28 13F Powerhouse Assets LLC 418 2,45 258 4,90
2026-04-29 13F Montz Harcus Wealth Management LLC 16.071 0,21 9.912 2,45
2026-04-27 13F BIP Wealth, LLC 757 40,71 467 43,83
2026-05-12 13F Bnp Paribas Arbitrage, Sa Put 4.553 280.811
2026-05-12 13F Kingsview Wealth Management, LLC 4.079 65,01 2.516 68,68
2026-05-14 13F StoneX Group Inc. 1.549 76,02 956 79,70
2026-02-06 13F Global Retirement Partners, LLC 3.654 3,87 2.205 5,10
2026-05-12 13F Kingsview Wealth Management, LLC Call 109 67
2026-04-08 13F Panoramic Capital Partners, LLC 1.526 6,79 941 9,16
2026-05-11 13F First National Bank Of Omaha 18.205 1,23 10.913 -0,42
2026-05-08 13F Wall Street Access Asset Management, LLC 70 40
2026-05-05 13F RFG - Bristol Wealth Advisors, LLC 1.797 70,49 1.108 74,49
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 17.655 1,85 10.889 4,13
2026-04-13 13F Mlp3, Llc 623 0,16 384 2,40
2026-04-28 13F Stratos Wealth Partners, LTD. 4.473 0,61 2.759 2,87
2026-04-27 13F Tennessee Valley Asset Management Partners 1.373 0,07 847 2,30
2026-05-15 13F Price T Rowe Associates Inc /md/ 2.789 86,68 2
2026-05-04 13F Envestnet Asset Management Inc 80.527 2,26 49.666 4,55
2026-05-13 13F Franklin Resources Inc 23.951 15,74 14.772 18,33
2026-04-20 13F WealthSpring Partners, LLC 1.417 0,21 874 2,58
2026-05-08 13F Paulson Wealth Management Inc. 12.465 9,14 7.688 11,58
2026-05-14 13F Rockefeller Capital Management L.P. 56.520 5,94 34.860 8,30
2026-04-15 13F Merit Financial Group, LLC 10.221 6,17 6.304 8,54
2026-04-29 13F Isthmus Partners, Llc 733 2,09 452 4,39
2026-05-05 13F UBS Group AG 640.509 5,27 395.040 7,62
2026-04-24 13F United Community Bank 1.377 2,99 849 5,33
2026-05-05 13F Napier Financial, LLC 705 435
2026-05-08 13F Arthur M. Cohen & Associates, Llc 1.993 0,10 1.235 2,40
2026-05-11 13F Fourth Dimension Wealth, LLC 370 228
2026-05-28 13F Blue Fin Capital, Inc. 4.219 13,51 2.602 16,06
2026-05-08 13F Russell Investments Group, Ltd. 241 22,96 149 25,42
2026-04-20 13F Sowell Financial Services LLC 5.674 6,43 3.499 8,80
2026-05-12 13F Jane Street Group, Llc Put 146.400 909,66 90.294 932,27
2026-05-15 13F Evergreen Wealth Solutions, LLC 898 17,23 554 19,70
2026-04-27 13F HB Wealth Management, LLC 5.248 5,51 3.237 7,90
2026-04-20 13F Fiduciary Alliance LLC 1.561 11,66 1.017 20,52
2026-05-12 13F Jane Street Group, Llc Call 66.300 26,77 40.891 29,60
2026-05-15 13F Susquehanna International Group, Llp 234.686 32,51 144.745 35,47
2026-04-29 13F Montag A & Associates Inc 104.126 0,64 64.378 2,77
2026-05-11 13F HBK Sorce Advisory LLC 885 1,37 598 4,55
2026-05-12 13F Benjamin Edwards Inc 1.359 9,16 838 11,58
2026-04-15 13F Cypress Wealth Services, LLC 626 29,07 386 32,19
2026-05-15 13F Wealth Watch Advisors, INC 2.256 5,27 1.391 7,66
2026-05-05 13F Williams Jones Wealth Management, LLC. 7.753 1,91 4.782 4,18
2026-04-15 13F Silverlake Wealth Management Llc 350 0,29 216 2,38
2026-05-08 13F Marshall Investment Management, Llc 61 38
2026-05-05 13F IMC-Chicago, LLC 24.334 16,60 15.008 19,22
2026-05-08 13F Highview Capital Management LLC/DE/ 8.763 8,27 5.405 10,69
2026-05-21 13F Essential Partners LLC 100 62
2026-05-13 13F GLR Partners, LLC 4.998 3.083
2026-05-06 13F Centennial Bank/AR/ 110 68
2026-04-17 13F AdvisorNet Financial, Inc 117 11,43 72 14,29
2026-04-22 13F M3 Advisory Group, LLC 1.621 2,53 1.000 4,83
2026-04-15 13F Signature Estate & Investment Advisors Llc 1.753 1.081
2026-04-27 13F CWS Financial Advisors, LLC 3.325 0,36 2.051 2,60
2026-04-16 13F Rockland Trust Co 2.109 15,18 1.301 17,75
2026-05-11 13F Clarendon Private LLC 1.528 0,39 942 2,61
2026-05-01 13F Harwood Advisory Group, LLC 305 0,33 188 2,73
2026-05-05 13F Smith, Moore & Co. 61.527 2,72 37.947 5,02
2026-05-11 13F Savvy Advisors, Inc. 2.226 116,75 1.373 121,81
2026-05-13 13F Mariner, LLC 106.752 2,10 65.729 4,20
2026-05-13 13F Strategic Financial Concepts, LLC 482 297
2026-04-15 13F Steinberganna Wealth Management 688 0,29 424 2,66
2026-05-13 13F BlackRock, Inc. 23.092 16,16 14.242 18,76
2026-04-22 13F BigSur Wealth Management LLC 1.740 20,83 1.076 23,42
2026-04-07 13F First Financial Corp /in/ 2.453 45,06 1.513 48,24
2026-04-21 13F Ground Swell Capital, LLC 1.241 765
2026-04-22 13F Cornerstone Wealth Group, LLC 830 49,82 552 65,27
2026-05-15 13F Rehmann Capital Advisory Group 793 0,13 489 2,52
2026-05-07 13F Vision Retirement, LLC 436 0,46 269 2,29
2026-04-17 13F HHM Wealth Advisors, LLC 138 961,54 85 1.114,29
2026-05-04 13F WJ Financial Advisors LLC 2.306 3,13 1.422 5,49
2026-04-24 13F Capital Asset Advisory Services LLC 429 0,47 287 7,09
2026-05-04 13F Henderson Brothers Financial Partners, LLC 1.592 100,00 982 104,38
2026-05-06 13F Arjuna Capital 375 231
2026-05-04 13F SJA Financial Advisory, LLC 990 0,41 611 2,52
2026-04-13 13F Allen Mooney & Barnes Investment Advisors LLC 1.034 1,67 638 3,92
2026-05-14 13F HighPoint Advisor Group LLC 22.107 0,01 13.635 2,24
2026-04-09 13F Acropolis Investment Management, LLC 249 154
2026-04-15 13F Murphy, Middleton, Hinkle & Parker, Inc. 8.441 5.206
2026-05-07 13F Forum Finance Group S.A. 66 0
2026-05-15 13F Citadel Advisors Llc Put 82.300 3,91 50.759 6,24
2026-04-27 13F Mount Yale Investment Advisors, LLC 3.229 721,63 1.995 741,77
2026-05-12 13F Charter Research & Investment Group, Inc. 6.350 0,25 3.916 2,49
2026-04-24 13F Smithbridge Asset Management Inc/de 435 268
2026-04-08 13F Dynamic Advisor Solutions LLC 1.834 2,29 1.131 4,63
2026-04-09 13F Diversified Management Inc 10.919 1,46 6.734 3,73
2026-05-13 13F Objectivity Squared, LLC 783 0,38 483 2,55
2026-04-14 13F Nbc Securities, Inc. 185 8,82 114 11,76
2026-05-11 13F Atlas Capital Advisors Llc 217 134
2026-04-15 13F Park Capital Management, LLC / WI 3.895 1,80 2.402 4,07
2026-02-13 13F Barclays Plc Put 50.000 30.164
2026-05-13 13F Freestone Capital Holdings, LLC 3.621 5,63 2.233 8,03
2026-04-28 13F Flagship Harbor Advisors, Llc 1.008 0,10 621 2,31
2026-05-14 13F Advisory Alpha, LLC 410 253
2026-05-14 13F Healthcare Of Ontario Pension Plan Trust Fund 16.300 10.053
2026-04-23 13F Capital Investment Counsel, LLC 2.379 6,83 1.468 9,23
2026-04-14 13F Prospera Financial Services Inc 7.892 0,19 4.868 2,42
2026-05-05 13F Generali Asset Management SPA SGR 158.983 98.054
2026-04-08 13F Gladwyn Financial Advisors, Inc. 464 4,50 286 7,12
2026-05-05 13F Shaker Investments Llc/oh 501 0,20 309 2,66
2026-05-08 13F Blair William & Co/il 75.677 0,41 46.675 2,65
2026-05-15 13F Legend Capital Advisors LLC 157 97
2026-05-14 13F VestGen Advisors, LLC 1.858 80,21 1.243 100,16
2026-05-13 13F O'shaughnessy Asset Management, Llc 2.921 14,50 1.802 17,10
2026-05-14 13F Baird Financial Group, Inc. 53.888 6,70 33.236 9,09
2026-04-28 13F Southern Michigan Bank & Trust 80 49
2026-05-14 13F Synergy Investment Management, LLC 77 48
2026-04-30 13F Accredited Investors Inc. 2.468 1,02 1.522 3,33
2026-05-14 13F Nicolet Bankshares Inc 10.178 724,13 6.320 748,32
2026-04-21 13F Cypress Capital Advisors, LLC 1.068 21,64 659 24,39
2026-05-13 13F LM Advisors LLC 2.407 2,86 4 0,00
2026-05-15 13F Aqr Capital Management Llc 32.825 18,88 19.663 18,05
2026-05-15 13F SummitTX Capital, L.P. 53.484 41,24 32.987 44,40
2026-05-06 13F Assetmark, Inc 497 28,09 307 30,77
2026-01-16 13F Oldfather Financial Services, LLC 55.249 0,54 33.331 1,77
2026-04-14 13F Congress Asset Management Co /ma 1.034 16,57 638 19,07
2026-04-22 13F Financial Futures Ltd Liability Co. 368 1,94 227 4,61
2026-05-15 13F Fmr Llc 39.253 6,81 24.210 9,19
2026-05-08 13F Vanguard Advisers Inc 153 94
2026-05-01 13F Fifth Third Bancorp 47.882 506,25 29.532 519,88
2026-02-13 13F Colony Group, LLC 121.265 37,20 73.164 38,91
2026-05-15 13F Morgan Stanley 1.543.597 38,36 952.030 41,45
2026-05-15 13F Cerity Partners LLC 138.738 5,46 85.569 7,81
2026-04-27 13F HTG Investment Advisors, Inc. 940 580
2026-05-12 13F Marion Wealth Management 1.114 0,27 687 -2,69
2026-05-15 13F Integrated Wealth Concepts LLC 1.741 81,17 1.074 85,32
2026-05-01 13F Brightwater Advisory LLC 1.197 1,70 738 3,94
2026-04-13 13F Mather Group, Llc. 411 253
2026-05-14 13F Keebeck Wealth Management, LLC 329 203
2026-05-14 13F Centiva Capital, LP 1.960 104,17 1.209 108,64
2026-05-11 13F Meridian Wealth Advisors, LLC 11.906 1,30 7.343 3,57
2026-05-12 13F Moneta Group Investment Advisors Llc 7.917 17,88 4.883 20,51
2026-04-07 13F CoreCap Advisors, LLC 819 3,02 505 5,43
2026-02-17 13F SageView Advisory Group, LLC 252 152
2026-01-16 13F Trust Co Of Vermont 1.896 58,00 1.144 59,86
2026-02-12 13F Virtue Capital Management, LLC 6.412 1.015,13 2.476 1.067,45
2026-04-27 13F Counterweight Ventures, LLC 522 30,50 322 33,20
2026-04-03 13F Coastline Trust Co 5.039 0,24 3.108 2,47
2026-05-13 13F Ubs Asset Management Americas Inc 983 142,72 606 148,36
2026-05-04 13F Sigma Planning Corp 5.101 2,78 3.146 5,08
2026-05-07 13F Samara Investment Management, LLC 511 315
2026-04-21 13F Topsail Wealth Management, LLC 3.551 2,01 2.190 4,29
2026-04-30 13F Acorn Wealth Advisors, LLC 3.171 75,58 1.956 79,52
2026-05-15 13F/A EverSource Wealth Advisors, LLC 2.095 19,71 1.292 22,46
2026-05-14 13F Roehl & Yi Investment Advisors, LLC 688 14,10 424 16,80
2026-01-29 13F Comerica Bank 43.694 5,15 26.360 6,44
2026-04-13 13F Gill Capital Partners, Llc 18 11
2026-05-11 13F Great Valley Advisor Group, Inc. 6.333 228,13 3.906 235,48
2026-01-06 13F Ransom Advisory, Ltd 90 54
2026-05-07 13F REDW Wealth LLC 583 0,34 359 2,57
2026-04-23 13F Vista Investment Partners Ii, Llc 796 491
2026-04-30 13F Team Hewins, LLC 373 231
2026-04-27 13F Apeiron RIA LLC 1.289 13,87 795 11,05
2026-04-28 13F Astoria Portfolio Advisors LLC. 609 10,53 405 13,48
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 37.048 9,49 23 10,00
2026-05-08 13F Junk Investment Group, LLC 3.071 1.894
2026-04-10 13F Finivi Inc. 3.069 166,64 1.893 172,62
2026-05-01 13F Symphony Financial, Ltd. Co. 429 0,47 261 0,00
2026-05-08 13F Walleye Trading LLC Call 23.000 2,22 14.185 4,51
2026-05-13 13F Ameritas Investment Partners, Inc. 21.045 4,99 12.980 7,34
2026-05-04 13F Glassman Wealth Services 1.836 5,58 1.132 7,91
2026-05-06 13F Avalon Trust Co 1.250 25,00 771 27,69
2026-04-22 13F Red Door Wealth Management, LLC 3.518 0,14 2.170 2,36
2026-04-09 13F Shulman DeMeo Asset Management LLC 17.967 11.081
2026-05-15 13F Jain Global LLC 551 340
2026-05-14 13F Diversified Enterprises, LLC 985 608
2026-04-16 13F Warren Street Wealth Advisors, LLC 400 247
2026-04-29 13F American Capital Advisory, LLC 2.283 0,18 1.408 2,47
2026-05-13 13F/A Quadrant Capital Group Llc 385 2,67 237 4,87
2026-05-08 13F Urban Financial Advisory Corp 1.241 0,40 765 2,68
2026-04-15 13F Trust Co Of Toledo Na /oh/ 492 46,43 303 50,00
2026-05-12 13F Tiaa-cref Individual & Institutional Services, Llc 10.836 6.683
2026-05-13 13F Banque Transatlantique SA 3.963 2.444
2026-04-29 13F Unified Investment Management 427 0,47 263 2,73
2026-04-29 13F Richmond Investment Services, LLC 328 202
2026-05-14 13F Ieq Capital, Llc 17.709 1,59 10.922 3,86
2026-02-12 13F Planning Project LLC 12 7
2026-05-15 13F RMB Capital Management, LLC 38.039 0,55 23.518 2,68
2026-05-15 13F Cardiff Park Advisors, Llc 759 0,26 468 2,41
2026-05-13 13F BCJ Capital Management, LLC 680 419
2026-06-01 13F Financial Solutions Advisory Group, Inc. 1.657 1.019
2026-04-22 13F Caldwell Trust Co 21.591 3,73 13.316 6,05
2026-04-16 13F SG Americas Securities, LLC 153.398 78,87 95 84,31
2026-04-20 13F Eagle Strategies LLC 900 3,93 555 6,32
2026-05-04 13F Fagan Associates, Inc. 1.078 0,09 665 2,31
2026-04-21 13F Grimes & Company, Inc. 1.002 0,30 618 2,49
2026-05-15 13F Equitable Holdings, Inc. 13.133 35,35 7.936 35,57
2026-04-07 13F Farther Finance Advisors, LLC 4.052 12,77 2.519 16,24
2026-05-13 13F Jaffetilchin Investment Partners, LLC 456 282
2026-05-14 13F Renaissance Technologies Llc 12.720 7.845
2026-05-15 13F Balyasny Asset Management Llc 124.317 36,97 76.674 40,03
2026-05-12 13F All Terrain Financial Advisors, LLC 3.992 12,04 2.462 14,56
2026-04-24 13F National Asset Management, Inc. 1.963 0,05 1.176 -0,68
2026-05-15 13F TCG Advisory Services, LLC 1.015 29,80 626 32,70
2026-04-14 13F Sanchez Gaunt Capital Management, LLC 922 569
2026-05-14 13F Atomi Financial Group, Inc. 1.620 4,31 999 6,62
2026-05-15 13F Jones Financial Companies Lllp 12.410 18,90 7.499 19,09
2026-05-14 13F Gts Securities Llc 47.969 29.585
2026-05-08 13F Generation Capital Management LLC 455 281
2026-05-06 13F CNB Bank 351 2,03 216 4,35
2026-04-28 13F Stephens Inc /ar/ 2.048 6,22 1.263 8,60
2026-05-04 13F AMG National Trust Bank 13.814 63,40 8.520 67,04
2026-04-30 13F Kestra Advisory Services, LLC 37.293 42,78 23.001 45,97
2026-04-30 13F Sequoia Financial Advisors, LLC 2.316 60,06 1.429 63,57
2026-05-13 13F Fortress Private Ledger, Llc 1.613 52,31 995 55,80
2026-05-14 13F Marshall Wace, Llp 40.412 26,04 24.925 28,86
2026-04-08 13F Community Financial Services Group, LLC 175 109
2026-05-12 13F Independent Advisor Alliance 773 477
2026-04-08 13F Woodstock Corp 6.059 0,08 3.737 2,30
2026-05-15 13F Measured Risk Portfolios, Inc. 746 4,04 460 6,48
2026-05-13 13F Mairs & Power Inc 819 505
2026-04-13 13F Bay Rivers Group 8.166 2,43 5.036 4,72
2026-05-15 13F Legacy Capital Wealth Partners, LLC 877 0,34 541 2,47
2026-04-09 13F Sanders Morris Harris Llc 9.450 845,00 3.978 546,83
2026-04-09 13F Wedmont Private Capital 566 0,18 364 3,41
2026-04-22 13F Harbor Asset Planning, Inc. 117 0,86 72 2,86
2026-05-15 13F Estate Counselors, LLC 425 262
2026-04-22 13F Pasadena Private Wealth, LLC 1.413 14,23 871 16,76
2026-05-11 13F Accent Capital Management, LLC 3.831 2.609
2026-05-14 13F EP Wealth Advisors, Inc. 111.747 234,51 68.921 241,98
2026-05-13 13F Green Harvest Asset Management LLC 627 1,29 387 3,49
2026-05-15 13F Peterson Wealth Management 2.518 0,92 1.553 3,26
2026-04-21 13F Mesirow Financial Investment Management, Inc. 26.910 22,32 16.595 25,02
2026-04-29 13F Resonant Capital Advisors, LLC 9.339 1,53 5.774 3,68
2026-05-13 13F Adviser Investments LLC 3.855 0,03 2.378 2,28
2026-04-16 13F Sheets Smith Wealth Management 406 250
2026-04-30 13F Cortland Associates Inc/mo 616 6,21 380 8,57
2026-05-13 13F Lloyd Advisory Services, LLC. 213 162,96 131 172,92
2026-04-15 13F Andrews, Lucia Wealth Management Llc 1.383 0,07 853 2,28
2026-04-16 13F Brookstone Capital Management 30.417 91,49 18.760 95,78
2026-05-01 13F Mutual Advisors, LLC 994 0,10 613 2,34
2026-04-10 13F Lifestyle Asset Management, Inc. 843 43,86 520 47,03
2026-04-24 13F Yousif Capital Management, Llc 11.012 58,01 6.792 54,41
2026-04-07 13F G&S Capital LLC 10.588 1,94 6.530 4,21
2026-05-01 13F McCarthy Grittinger Financial Group, LLC 133 0,76 82 2,53
2026-04-28 13F Golden State Equity Partners 66 41
2026-05-08 13F Coldstream Capital Management Inc 5.178 128,41 3.193 133,58
2026-05-08 13F Vanguard National Trust Co 5.156 3.180
2026-04-16 13F Capital Investment Advisors, LLC 1.017 0,10 627 2,45
2026-05-14 13F MetLife Investment Management, LLC 55.700 6,50 34.354 8,88
2026-04-07 13F GK Wealth Management LLC 836 501
2026-04-20 13F Investment Research & Advisory Group, Inc. 122 75
2026-04-16 13F Park National Corp /oh/ 1.738 19,86 1.072 22,54
2026-04-27 13F Baer Investment Advisory LLC 4.236 2.613
2026-04-23 13F Fairway Wealth LLC 106 65
2026-05-15 13F Ameriprise Financial Inc 87.418 6,55 53.905 8,90
2026-04-09 13F OFS Enterprise LLC 56.110 34.606
2026-05-11 13F Waddell & Associates, Llc 153.603 2,18 94.736 4,46
2026-04-08 13F Evanson Asset Management, LLC 2.092 1,01 1.290 3,28
2026-05-07 13F Burk Holdings LLC 119 73
2026-05-14 13F Van Hulzen Asset Management, LLC 5 3
2026-04-13 13F Enclave Advisors LLC 366 226
2026-05-11 13F Strategic Family Wealth Counselors, L.L.C. 342 0,29 211 -2,33
2026-05-07 13F Marshall & Sterling Wealth Advisors Inc. 148 0,68 91 3,41
2026-05-15 13F Two Sigma Securities, Llc 4.651 2.869
2026-04-23 13F Cornerstone Wealth Management, LLC 1.552 11,82 957 14,34
2026-04-08 13F Fermata Advisors, LLC 448 0,22 276 2,60
2026-05-15 13F Beacon Pointe Advisors, LLC 9.708 29,18 5.988 32,08
2026-04-28 13F Canvas Wealth Advisors, LLC 816 503
2026-05-07 13F Northwestern Mutual Wealth Management Co 864.768 4,19 533.354 6,51
2026-04-07 13F Crescent Sterling, Ltd. 5.118 3,10 3.156 5,41
2026-05-11 13F Expressive Wealth LLC 3.831 1,86 2.609 14,99
2026-05-26 13F Summit Financial Wealth Advisors, LLC 394 0,25 243 2,53
2026-04-08 13F Ccg Wealth Management, Llc 1.967 30,96 1.216 34,22
2026-05-08 13F Moors & Cabot, Inc. 2.181 41,44 1.345 44,62
2026-04-23 13F Embree Financial Group 3.264 14,17 2.013 16,76
2026-05-13 13F Kingdom Financial Group LLC. 213 119,59 131 125,86
2026-05-01 13F Hohimer Wealth Management, Llc 1.316 812
2026-05-15 13F Harbour Investments, Inc. 11.732 20,84 7.236 23,55
2026-04-20 13F Aegis Wealth Management, Inc. 1.687 4,39 1.041 6,67
2026-04-22 13F Morris Retirement Advisors, LLC 325 200
2026-04-22 13F Spire Wealth Management 1.011 0,10 624 2,30
2026-05-04 13F Geneos Wealth Management Inc. 405 0,25 250 2,05
2026-04-22 13F Braun Stacey Associates Inc 1.871 20,79 1.154 23,45
2026-05-15 13F Mission Wealth Management, Lp 1.235 4,22 761 6,58
2026-04-17 13F Summit Wealth Partners, LLC 2.694 30,33 1.662 33,31
2026-05-15 13F Nitorum Capital, L.P. 21.216 13.085
2026-05-06 13F Fidelis Capital Partners, LLC 7.657 4,32 4.723 6,64
2026-05-01 13F Wealthspire Advisors, LLC 11.853 0,26 7.311 2,50
2026-05-13 13F Quantbot Technologies LP 2.914 1.797
2026-04-27 13F Lodestar Private Asset Management Llc 11.361 0,32 7.007 2,56
2026-05-14 13F Pinnacle Financial Partners, Inc. 47.547 6,62 29.326 9,00
2026-05-04 13F Chicago Partners Investment Group LLC 45.646 0,14 30.268 4,38
2026-05-08 13F Jackson, Grant Investment Advisers, Inc. 259 0,39 160 2,58
2026-05-14 13F Brant Point Investment Management Llc Put 600 71,43 37.006 75,26
2026-05-05 13F Regions Financial Corp 2.960 2,07 1.826 4,35
2026-05-07 13F True North Advisors, LLC 689 425
2026-05-11 13F Aprio Wealth Management, LLC 1.727 5,50 1.065 7,80
2026-05-14 13F Milestone Asset Management Group, LLC 387 3,75 239 5,78
2026-05-13 13F Lowery Thomas, Llc 421 0,48 259 2,37
2026-05-11 13F Citigroup Inc 51.445 57,77 31.729 61,30
2026-02-13 13F Nicolet Advisory Services, Llc 8.023 13,61 5.073 20,73
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 742 65,62 458 69,26
2026-05-06 13F Cornerstone Planning Group LLC 34 3,03 22 4,76
2026-05-05 13F Holistic Financial Partners 1.261 0,24 778 2,37
2026-04-23 13F Accurate Wealth Management, LLC 356 2,89 230 5,53
2026-05-11 13F Empirical Asset Management, LLC 542 0,18 335 2,45
2026-05-12 13F/A Granite FO LLC 17.037 2,47 10.508 4,76
2026-05-19 13F Silicon Valley Capital Partners 337 0,30 208 2,48
2026-04-27 13F Qrg Capital Management, Inc. 1.821 11,44 1.123 14,01
2026-04-08 13F Castle Rock Wealth Management, LLC 1.919 2,84 1.194 1,88
2026-05-15 13F 3EDGE Asset Management, LP 1.487 11,47 917 14,05
2026-05-07 13F Washington Trust Bank 794 22,34 490 25,06
2026-05-15 13F Basswood Capital Management, L.l.c. Put 31.000 42,86 19.120 46,05
2026-04-20 13F Naples Global Advisors, Llc 4.327 1,17 2.675 3,32
2026-04-10 13F Perigon Wealth Management, LLC 7.794 1,96 4.807 4,25
2026-05-06 13F Main Street Group, LTD 90 56
2026-05-14 13F DC Investments Management, LLC 30.673 18.918
2026-04-03 13F Rise Advisors, LLC 1.293 3,52 804 6,77
2026-05-14 13F Coastal Bridge Advisors, LLC 1.484 0,13 915 2,46
2026-05-13 13F Corsicana & Co. 19.154 3,09 10.218 -8,83
2026-04-16 13F Allegheny Financial Group LTD 432 0,23 267 2,31
2026-04-13 13F Runnymede Capital Advisors, Inc. 1.927 1.188
2026-05-08 13F Gsa Capital Partners Llp 3.169 31,93 2 0,00
2026-04-20 13F Clune & Associates, Ltd. 437 0,23 270 2,28
2026-04-23 13F North Star Investment Management Corp. 8.729 5,22 5.384 7,57
2026-04-24 13F Deltec Asset Management Llc 780 481
2026-05-18 13F Claris Financial LLC 186 115
2026-04-14 13F Nova Wealth Management, Inc. 15 9
2026-05-15 13F Millennium Management Llc 44.240 415,92 27.285 427,45
2026-05-15 13F Magnolia Capital Advisors Llc 365 225
2026-05-11 13F OpenArc Corporate Advisory, LLC 798 70,88 492 75,09
2026-04-15 13F Roan Capital Partners 5.216 3.217
2026-04-28 13F Stratos Wealth Advisors, LLC 3.177 15,44 1.960 18,01
2026-04-13 13F Breachway Investments LLC 743 1,23 462 4,30
2026-04-20 13F Ritholtz Wealth Management 779 0,39 480 2,56
2026-04-28 13F Cypress Capital, LLC 1.261 19,64 777 22,17
2026-05-06 13F SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 310 207
2026-05-06 13F Crescent Grove Advisors, LLC 325 201
2026-05-15 13F Black Maple Capital Management LP Put 1.000 617
2026-04-08 13F Warner Financial, Inc 1.505 0,07 928
2026-05-05 13F Sanctuary Advisors, LLC 12.193 10,69 7.520 13,17
2026-05-05 13F Beacon Bridge Wealth Partners, LLC 2.374 2,73 1.464 5,02
2026-01-14 13F ORG Partners LLC 109 153,49 66 160,00
2026-04-17 13F Vermillion Wealth Management, Inc. 190 0,53 117 2,63
2026-04-16 13F ARS Investment Partners, LLC 3.734 5,81 2.303 8,13
2026-05-12 13F TIAA Wealth Investment Management LLC 145 87
2026-05-21 13F Vestor Capital, Llc 30.810 3.524,71 19 0,00
2026-04-21 13F River Street Advisors LLC 1.098 3,29 677 5,62
2026-04-13 13F Chris Bulman Inc 524 323
2026-05-08 13F Glenview Trust Co 976 2,52 602 4,70
2026-04-06 13F Versant Capital Management, Inc 36 22
2026-04-24 13F Alexis Investment Partners, LLC 14.164 22,42 8.485 20,32
2026-04-30 13F Private Trust Co Na 2.452 0,95 1.512 3,21
2026-04-27 13F GenTrust, LLC 2.914 1,57 1.802 3,74
2026-05-07 13F Hanover Advisors Inc 11.128 0,01 6.863 2,25
2026-05-15 13F Point72 Asset Management, L.P. Call 15.300 98,70 9.436 103,14
2026-05-15 13F Point72 Asset Management, L.P. Put 14.300 134,43 8.820 139,65
2026-04-27 13F Beacon Financial Advisory LLC 1.589 0,19 980 2,51
2026-04-30 13F Simplicity Wealth,LLC 609 40,97 376 44,23
2026-05-06 13F Meridian Wealth Management, LLC 4.879 2,22 3.009 4,48
2026-04-27 13F Cumberland Advisors Inc 44.807 1,96 27.635 4,24
2026-04-20 13F Kestra Private Wealth Services, Llc 5.885 10,10 3.630 12,56
2026-04-22 13F Joel Isaacson & Co., LLC 5.845 0,85 3.605 3,12
2026-05-08 13F Red Lighthouse Investment Management, Llc 550 339
2026-05-21 13F JDM Financial Group LLC 26.960 3.812,92 451 8,67
2026-05-04 13F Roberts Glore & Co Inc /il/ 1.740 18,29 1.073 20,97
2026-04-17 13F Wealthbridge Capital Management, Llc 4.421 0,18 2.727 2,40
2026-05-15 13F Flow Traders U.s. Llc 8.921 6
2026-05-15 13F Brevan Howard Capital Management LP 7.391 4.558
2026-05-06 13F SK Wealth Management, LLC 2.710 0,37 1.694 -0,88
2026-05-05 13F Frisch Financial Group, Inc. 2.067 0,29 1.278 2,74
2026-05-11 13F POM Investment Strategies, LLC 47 29
2026-01-12 13F Divergent Planning, LLC 76.242 2,64 46.608 4,45
2026-05-07 13F Nordwand Advisors, LLC 357 4,39 220 6,80
2026-04-23 13F Fairman Group, LLC 190 0,53 118 2,63
2026-04-21 13F Wedbush Securities Inc 2.439 6,65 2 0,00
2026-05-14 13F Level Four Advisory Services, Llc 1.857 370,13 1.145 381,09
2026-04-21 13F OneAscent Financial Services LLC 1.572 124,89 969 130,17
2026-05-12 13F First American Trust, Fsb 1.476 23,51 910 26,39
2026-05-15 13F Asset Management Group, Inc. 4.800 0,76 2.960 2,99
2026-04-20 13F Keudell/Morrison Wealth Management 682 3,65 421 6,06
2026-05-13 13F SRS Capital Advisors, Inc. 9.493 1.117,05 5.855 1.145,74
2026-04-10 13F Stillwater Capital Advisors, LLC 830 512
2026-02-17 13F Glenmede Trust Co Na 23.172 1,08 13.979 14,30
2026-04-15 13F Peddock Capital Advisors, Llc 20.471 4,58 12.626 6,92
2026-05-12 13F Advyzon Investment Management, LLC 315 194
2026-04-10 13F Pure Financial Advisors, Inc. 1.491 920
2026-05-08 13F TMB Capital Partners, LLC 752 0,40 464 2,43
2026-04-27 13F Garrett Wealth Advisory Group, LLC 328 202
2026-04-28 13F Belpointe Asset Management LLC 777 76,99 480 81,44
2026-04-29 13F Skopos Labs, Inc. 829 1.380,36 511 1.662,07
2026-04-20 13F Heritage Wealth Management, Inc. 481 9,07 297 11,70
2026-04-20 13F Courier Capital Llc 3.999 0,45 2.467 2,71
2026-05-14 13F Dana Investment Advisors, Inc. 1.308 1,87 807 4,13
2026-05-01 13F Wingate Wealth Advisors, Inc. 325 200
2026-05-14 13F PlanVest Financial, Inc 47 29
2026-05-14 13F Hilltop Holdings Inc. 3.767 1,92 2.323 4,22
2026-05-15 13F Segall Bryant & Hamill, Llc 5.120 3.198
2026-04-28 13F GM Advisory Group, Inc. 2.369 7,54 1.461 9,94
2026-05-07 13F Grant Street Asset Management, Inc. 678 418
2026-05-11 13F Newport Capital Group, LLC 10.556 2,64 6.517 4,89
2026-05-13 13F First Trust Advisors Lp 700 86,67 432 90,71
2026-05-14 13F RMG Wealth Management LLC 78 53
2026-04-21 13F LCM Capital Management Inc 43.713 0,32 26.960 2,56
2026-05-05 13F Torrey-Payne Wealth Management, LLC 15.836 0,23 9.767 -2,78
2026-04-16 13F XML Financial, LLC 2.556 21,08 1.576 23,80
2026-05-15 13F Css Llc/il 2.810 8,91 1.733 11,38
2026-04-21 13F E&G Advisors, LP 1.860 1,36 1.147 3,61
2026-05-12 13F TD Waterhouse Canada Inc. 5.285 6,45 3.285 9,69
2026-04-14 13F Pictet & Cie (Europe) SA 325 200
2026-04-23 13F Financial & Tax Architects, LLC 7.690 4.743
2026-04-17 13F First City Capital Management, Inc. 1.955 2,36 1.206 4,60
2026-04-30 13F Sonata Capital Group Inc 7.620 2,45 4.700 4,72
2026-04-08 13F Holos Integrated Wealth LLC 200 125
2026-05-14 13F Pacific Financial Group Inc 1.319 2,25 813 4,50
2026-04-22 13F Samalin Investment Counsel, LLC 1.466 4,56 904 6,98
2026-05-14 13F Horizon Investments, LLC 3.508 93,92 2.164 98,26
2026-04-07 13F Orgel Wealth Management, LLC 1.892 17,22 1.167 19,84
2026-04-28 13F Ti-trust, Inc 9.595 1,47 5.918 3,73
2026-05-12 13F Strategic Wealth Partners, Ltd. 671 15,89 414 18,34
2026-04-30 13F Peterson Wealth Services 1.769 16,77 1.091 19,37
2026-04-16 13F Evolve Private Wealth, Llc 535 10,54 330 12,29
2026-05-12 13F Tower Bridge Advisors 2.516 1.552
2026-04-23 13F First Pacific Financial 409 0,25 252 2,86
2026-05-13 13F Cetera Investment Advisers 89.367 2,92 55.118 5,22
2026-04-29 13F Cvfg Llc 475 293
2026-04-16 13F Toth Financial Advisory Corp 866 6,78 534 9,20
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