0JFT - iShares Trust - iShares S&P 500 Value ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (LSE)

iShares Trust - iShares S&P 500 Value ETF
GB ˙ LSE ˙ US4642874089
172,81 $ ↓ -0,19 (-0,11%)
2023-12-18
DEL PRIS
Grundlæggende statistik
Institutionelle ejere 1696 total, 1690 long only, 0 short only, 6 long/short - change of 5,33% MRQ
Gennemsnitlig porteføljeallokering 0.7456 % - change of 7,51% MRQ
Institutionelle aktier (lange) 189.805.315 (ex 13D/G) - change of 24,82MM shares 15,04% MRQ
Institutionel værdi (lang) $ 38.254.822 USD ($1000)
Institutionelt ejerskab og aktionærer

iShares Trust - iShares S&P 500 Value ETF (GB:0JFT) har 1696 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 189,805,315 aktier. Største aktionærer omfatter Envestnet Asset Management Inc, Jpmorgan Chase & Co, Morgan Stanley, LPL Financial LLC, Bank Of America Corp /de/, Wells Fargo & Company/mn, UBS Group AG, Cetera Investment Advisers, Stifel Financial Corp, and Ameriprise Financial Inc .

iShares Trust - iShares S&P 500 Value ETF (LSE:0JFT) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.

GB:0JFT / iShares Trust - iShares S&P 500 Value ETF Institutional Ownership
Fondens stemningsscore

Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.

Opdateringsfrekvens: Dagligt

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13F og NPORT arkivering

Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.

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Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2026-02-13 13F Archetype Wealth Partners 1.651 0,00 0
2026-01-16 13F CRA Financial Services, LLC 8.434 1,97 1.789 4,75
2026-01-28 13F Consolidated Planning Corp 1.396 11,24 296 14,29
2026-02-14 13F Silver Grove Financial Group, Inc. 7.562 0,00 1.562 0,00
2025-11-07 13F Synovus Financial Corp 13.422 6,70 2.773 12,77
2026-02-04 13F JSF Financial, LLC 5.850 -2,06 1.241 0,57
2026-02-03 13F Sequoia Financial Advisors, LLC 26.792 -1,99 5.682 0,64
2026-02-12 13F Hamilton Point Investment Advisors, LLC 294 62
2026-02-13 13F AlTi Global, Inc. 11.453 0,00 2.429 2,66
2026-02-17 13F Turim 21 Investimentos Ltda. 1.206 0,00 87 19,44
2026-02-03 13F Ballast Advisors Llc 446 28,53 95 32,39
2026-02-17 13F Michelson Medical Research Foundation, Inc. 0 -100,00 0
2026-02-11 13F Eldridge Investment Advisors, Inc. 7.885 0,00 1.672 2,70
2026-01-12 13F CVA Family Office, LLC 3.627 0,00 769 2,67
2026-01-30 13F Axis Wealth Partners, LLC 11.462 -26,12 2.431 -24,13
2026-01-30 13F Sofi Wealth, Llc 975.625 1,11 206.901 3,83
2026-02-13 13F Smartleaf Asset Management LLC 11.118 3,89 2.374 7,81
2026-02-17 13F Cahill Financial Advisors Inc 104.567 -0,28 22.175 2,41
2026-02-09 13F Harbour Investments, Inc. 40.716 3,38 8.635 6,17
2026-01-13 13F Sharkey, Howes & Javer 204.994 43,47 43.473 47,34
2026-01-12 13F ONE Advisory Partners, LLC 104.564 38,59 22.175 43,85
2026-01-22 13F City Holding Co 1.509 80,94 320 86,05
2026-02-12 13F JPL Wealth Management, LLC 0 -100,00 0
2026-02-02 13F Ellis Investment Partners, LLC 12.709 -6,26 2.695 -3,75
2026-02-10 13F Ellevest, Inc. 1.225 0,41 260 3,19
2026-02-17 13F Asset One Wealth Management LLC 1.050 230
2026-02-05 13F Tucker Asset Management Llc 249 67,11 53 73,33
2026-02-13 13F Wells Fargo & Company/mn 6.264.139 1,96 1.328.436 4,70
2026-01-27 13F TD Waterhouse Canada Inc. 165.522 5,35 35.092 7,50
2026-01-28 13F Aureum Wealth Management, LLC 2.305 489
2025-11-07 13F Florida Financial Advisors, Llc 0 -100,00 0 -100,00
2026-01-20 13F Partners Wealth Management, Llc 11.737 -0,76 2.489 1,88
2026-01-27 13F Regions Financial Corp 234.089 2,48 49.643 5,24
2026-02-05 13F RiverFront Investment Group, LLC 1.561 0,00 331 2,80
2026-02-09 13F Fisher Asset Management, LLC 10.829 14,85 2.297 17,93
2026-01-28 13F Fairway Wealth LLC 1.362 0,00 289 2,49
2026-01-16 13F Genesis Financial Group, LLC 2.110 447
2026-02-06 13F Envestnet Portfolio Solutions, Inc. 2.540.243 47,39 538.709 51,36
2026-02-17 13F EFG International AG 4.282 908
2026-02-02 13F Ashton Thomas Securities, Llc 0 -100,00 0
2026-01-21 13F Wealthbridge Capital Management, Llc 11.930 0,61 2.530 3,35
2026-01-12 13F Archer Investment Management, LLC 17.632 3.739
2026-01-14 13F Tradewinds Capital Management, LLC 547 0,00 116 3,57
2026-01-15 13F Ironwood Financial, llc 97.922 -3,01 21.272 2,02
2026-01-26 13F Key Capital Management, INC 1.672 355
2026-02-05 13F Thrivent Financial For Lutherans 332.889 27,66 71 32,08
2026-02-09 13F Carl P. Sherr & Co., LLC 4.018 -4,74 873 0,11
2026-02-09 13F Interactive Financial Advisors 1.431 -11,39 304 -9,01
2026-02-13 13F Resources Management Corp /ct/ /adv 24 0,00 0
2026-01-30 13F Sigma Planning Corp 106.012 1,61 22.482 4,34
2026-02-05 13F Beese Fulmer Investment Management, Inc. 65.073 0,45 13.800 3,15
2026-01-23 13F Private Wealth Management Group, LLC 7.164 4,75 1.519 7,58
2026-02-17 13F Russell Investments Group, Ltd. 2.896 22,14 614 25,56
2026-01-13 13F Parsons Capital Management Inc/ri 1.107 -4,07 235 -1,68
2026-01-27 13F Michael Brady & Co., LLC 1.018 216
2026-01-15 13F Foundation Wealth Management, LLC\PA 3.114 0,00 660 2,64
2026-02-12 13F Conservest Capital Advisors, Inc. 2.080 0,00 441 2,80
2026-02-17 13F Captrust Financial Advisors 129.449 -3,27 27.452 -0,66
2026-02-13 13F Gts Securities Llc 0 -100,00 0
2026-02-23 13F Wealth Preservation Advisors, LLC 672 0,00 143 2,90
2026-01-22 13F Glass Jacobson Investment Advisors llc 14.052 -0,84 2.980 1,85
2026-02-13 13F Truvestments Capital Llc 100 0,00 21 5,00
2026-02-02 13F Bay Harbor Wealth Management, LLC 83.200 42,98 17.644 46,84
2026-02-09 13F Allium Financial Advisors, Llc 1.887 0,00 400 2,83
2026-01-12 13F Certified Advisory Corp 5.441 -0,37 1.154 2,31
2026-02-06 13F Addison Advisors LLC 186 0,00 39 2,63
2026-02-06 13F Pnc Financial Services Group, Inc. 2.343.536 -1,02 496.994 1,64
2026-02-12 13F Founders Financial Alliance, LLC 1.058 -14,88 224 -12,50
2026-01-21 13F MBA Advisors LLC 4.397 2,11 932 4,84
2026-01-08 13F Baker Tilly Financial, Llc 2.120 47,12 450 51,18
2026-02-04 13F Liberty Wealth Management Llc 108.331 3,03 22.953 5,70
2026-01-23 13F Diversify Advisory Services, LLC 27.749 31,67 6.029 37,22
2026-02-06 13F Seros Financial, LLC 3.448 -1,43 731 1,25
2026-02-09 13F Integrity Alliance, Llc. 152.207 39,20 32.279 42,95
2026-02-09 13F Clune & Associates, Ltd. 1.291 0,08 274 2,63
2026-01-21 13F Hudson Capital Management LLC 20.564 4,69 4.361 7,52
2026-01-27 13F WealthCollab, LLC 458 0,00 97 3,19
2026-02-18 13F Caitlin John, LLC 1.517 0,00 322 2,56
2026-02-11 13F Oak Wealth Advisors LLC 972 206
2026-02-12 13F Summit Financial, LLC 108.754 -1,83 23.063 0,82
2026-02-10 13F Impact Partnership Wealth, LLC 1.577 334
2026-02-11 13F MCF Advisors LLC 1.215 0,00 258 2,80
2026-01-14 13F Clarus Wealth Advisors 24.559 0,24 5.324 4,54
2026-02-02 13F GenTrust, LLC 10.900 0,00 2.312 2,71
2026-01-29 13F Quest 10 Wealth Builders, Inc. 802 49,35 170 54,55
2026-02-03 13F NewEdge Wealth, LLC 5.096 15,01 1.081 17,01
2026-02-12 13F Litman Gregory Asset Management LLC 1.185 0,00 251 2,87
2026-01-14 13F Eastern Bank 4.148 3,86 880 6,67
2026-02-13 13F Portfolio Resources Advisor Group, Inc. 39.786 8.437
2026-01-27 13F Berger Financial Group, Inc 1.501 318
2026-02-09 13F Powell Investment Advisors, LLC 155.580 -0,27 32.994 2,42
2026-02-12 13F Keystone Financial Services 100.934 7,57 21.405 10,47
2026-02-06 13F Aspen Investment Management Inc 1.519 0
2025-11-14 13F Guardian Wealth Advisors, Llc / Nc 0 -100,00 0
2026-01-26 13F PFG Investments, LLC 7.508 7,44 1.592 10,33
2026-02-05 13F Conning Inc. 6.227 0,00 1.321 2,72
2026-01-23 13F Smith, Moore & Co. 200.090 1,16 42.433 3,89
2026-02-05 13F Sage Financial Management Group, Inc. 1.071 -1,20 227 1,79
2026-02-17 13F Stokes Family Office, LLC 154.614 36,01 32.789 39,68
2026-01-14 13F Prosperity Planning, Inc. 54.206 -1,97 11.496 0,67
2026-02-13 13F SYM FINANCIAL Corp 1.286 0,00 273 2,64
2026-02-17 13F Warren Averett Asset Management, LLC 207.215 48,83 43.944 52,84
2026-02-04 13F Mascoma Wealth Management LLC 638 0,00 135 3,05
2026-01-07 13F Sagespring Wealth Partners, Llc 2.018 428
2026-01-12 13F World Equity Group, Inc. 6.799 -1,29 1.442 1,34
2026-02-17 13F Modern Wealth Management, LLC 256.478 15,10 54.391 18,20
2026-01-22 13F Rodgers & Associates, LTD 48.620 -0,86 10.311 1,81
2026-02-03 13F Patten & Patten Inc/tn 1.048 4,80 222 7,77
2026-01-28 13F Old National Bancorp /in/ 26.524 0,82 5.625 3,53
2026-02-02 13F Qrg Capital Management, Inc. 4.303 94,00 913 99,13
2026-03-04 13F Rehmann Capital Advisory Group 684.489 4,29 145.674 7,41
2026-01-23 13F Watershed Private Wealth Llc 3.895 0,00 826 2,61
2026-01-15 13F Infinity Wealth Counsel, LLC 8.109 -0,49 1.720 2,20
2026-02-12 13F Index Technologies Group LLC 2.912 618
2026-02-13 13F Vivaldi Capital Management, LLC 1.430 0,21 303 3,06
2026-02-13 13F 71 West Capital Partners 2.324 493
2026-01-20 13F Austin Private Wealth, LLC 329.691 38,55 69.918 42,28
2025-11-14 13F Wetherby Asset Management Inc 57.033 4,31 11.778 10,22
2026-02-17 13F Gallagher Fiduciary Advisors, LLC 5.010 24,91 1.062 28,26
2026-01-23 13F Newton One Investments LLC 1.752 0,00 372 2,77
2026-01-29 13F Northern Oak Wealth Management Inc 138.396 -6,86 29.350 -4,36
2026-02-18 13F EP Wealth Advisors, Inc. 70.862 -81,05 15.028 -79,44
2026-01-08 13F Hutchens & Kramer Investment Management Group, LLC 8.727 20,69 1.851 23,91
2025-10-08 13F Country Club Bank /gfn 5.767 -0,60 1.187 5,24
2026-02-11 13F Shared Vision Wealth Group LLC 34.396 31,31 7.469 37,08
2026-02-17 13F Per Stirling Capital Management, LLC. 106.401 -0,60 22.565 2,08
2026-02-09 13F Smith Chas P & Associates Pa Cpas 1.697 3,16 360 5,90
2026-01-22 13F Red Tortoise LLC 111 0,00 24 4,55
2026-02-04 13F United Services Automobile Association 757 469,17 161 492,59
2026-01-14 13F Nova Wealth Management, Inc. 15 0,00 3 0,00
2026-01-15 13F Polianta Ltd 42.200 5,76 9 0,00
2026-01-29 13F Financial Life Planners 0 -100,00 0
2026-02-13 13F Banco Santander, S.A. 30.439 -6,51 6.455 -3,99
2026-01-14 13F Centurion Wealth Management LLC 24.643 24,67 5.226 28,03
2026-01-28 13F Marietta Wealth Management, LLC 10.734 -0,92 2.276 1,74
2026-02-13 13F Vernal Point Advisors, LLC 1.250 0,00 265 2,71
2026-02-20 13F Kovitz Investment Group Partners, LLC 3.379 -99,53 717 -99,52
2026-01-30 13F Simplicity Wealth,LLC 39.429 56,98 8.362 61,19
2026-02-09 13F Frazier Financial Advisors, LLC 111 0,00 24 4,55
2026-01-29 13F Dunhill Financial, LLC 786 0,13 167 2,47
2026-01-14 13F Cottonwood Capital Advisors, Llc 1.312 0,00 278 2,96
2026-01-22 13F Castle Wealth Management Llc 9.707 -1,67 2.059 0,98
2026-01-23 13F FSM Wealth Advisors, LLC 4.584 0,00 972 2,75
2026-01-23 13F Gemmer Asset Management LLC 18.082 11,14 3.835 14,14
2026-02-03 13F Cheviot Value Management, LLC 22 0,00 5 0,00
2026-02-06 13F Forum Private Client Group LLC 7.172 4,12 1.521 6,96
2026-02-02 13F Aurora Private Wealth, Inc. 2.250 -0,49 0
2026-01-20 13F Independence Bank of Kentucky 1.387 0,00 294 2,80
2026-01-20 13F Trust Co Of Toledo Na /oh/ 6.886 0,00 1.460 2,67
2026-01-30 13F Strategic Blueprint, LLC 22.893 5,81 4.855 8,66
2026-02-05 13F Paulson Wealth Management Inc. 1.242 263
2025-11-13 13F Wells Fargo & Company/mn Put 0 -100,00 0 -100,00
2026-02-11 13F Janney Montgomery Scott LLC 1.470.999 38,08 312 42,01
2026-02-12 13F Keel Point, LLC 2.887 612
2026-01-28 13F Cadinha & Co Llc 6.142 0,00 1.303 2,68
2026-02-10 13F COFG Advisors, LLC 9.975 2.115
2025-10-24 13F Hemington Wealth Management 73 0,00 0
2026-01-21 13F Raleigh Capital Management Inc. 12.539 36,81 2.659 40,54
2026-02-06 13F Cullen/frost Bankers, Inc. 91.468 -0,12 19.398 2,56
2026-02-17 13F Bank Of America Corp /de/ 9.275.417 10,46 1.967.038 13,44
2026-01-28 13F Pacific Asset Management, LLC 957 203
2026-02-02 13F Legacy Edge Advisors, LLC 3.729 791
2026-01-26 13F Quadrant Private Wealth Management, LLC 73.007 42,21 15.483 46,04
2026-01-12 13F Shira Ridge Wealth Management 1.039 220
2026-02-17 13F Integrated Advisors Network LLC 24.986 6,30 5.299 9,17
2026-01-06 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 13.192 -1,32 2.798 1,34
2026-02-10 13F Argent Trust Co 5.637 56,71 1.195 61,05
2026-02-17 13F Capital Planning Advisors, LLC 3.928 0,00 833 2,71
2026-01-14 13F Goelzer Investment Management, Inc. 1.562 39,59 331 43,29
2026-02-02 13F CENTRAL TRUST Co 4.210 -2,09 893 0,56
2025-12-09 13F Painted Porch Advisors LLC 14 0,00 3 0,00
2026-02-06 13F Mach-1 Financial Group, Inc. 0 -100,00 0
2026-01-29 13F Quent Capital, LLC 2.858 4,31 606 7,26
2026-02-17 13F High Falls Advisors, Inc 166.772 42,11 35.367 45,94
2026-02-10 13F Peapack Gladstone Financial Corp 152.850 16,69 32 18,52
2026-01-27 13F Novem Group 1.017 -0,29 216 2,38
2026-01-15 13F Royal Fund Management, LLC 3.041 645
2026-02-03 13F Detalus Advisors, LLC 114.475 36,23 24.277 39,90
2025-10-15 13F Summit Financial Consulting LLC 0 -100,00 0 -100,00
2026-01-23 13F Bellevue Asset Management, Llc 74 1,37 16 0,00
2026-02-17 13F Cardiff Park Advisors, Llc 2.973 0,00 630 2,77
2026-02-13 13F Partners Capital Investment Group, Llp 5.332 22,27 1.131 25,56
2026-02-06 13F Clientfirst Wealth Management, LLC 4.066 0,00 862 2,74
2026-02-17 13F Campion Asset Management LLC 1.433 -12,25 304 -10,09
2026-01-16 13F Pacific Sage Partners, LLC 1.764 0,00 374 2,75
2026-01-23 13F Legacy Financial Strategies, LLC 1.116 0,00 237 2,61
2026-01-28 13F Proathlete Wealth Management Llc 13 0,00 3 0,00
2026-01-20 13F Savvy Advisors, Inc. 6.487 36,94 1.376 40,59
2026-02-13 13F Level Four Advisory Services, Llc 29.952 1,59 6.352 4,32
2026-02-11 13F Aufman Associates Inc 1.466 0,00 311 2,65
2025-11-10 13F Thoroughbred Financial Services, Llc 0 -100,00 0
2026-02-02 13F Blalock Williams, Llc 20.373 42,56 4.321 46,39
2026-02-17 13F Lazard Asset Management Llc 1.150 0,00 244 2,53
2026-01-13 13F Sendero Wealth Management, LLC 6.040 0,07 1.281 2,73
2026-01-27 13F Retirement Income Solutions, Inc 9.879 -8,52 2.095 -6,05
2026-02-18 13F Hanlon Investment Management, Inc. 6.301 27,04 1.336 30,47
2026-02-13 13F JustInvest LLC 5.650 -32,89 1.198 -31,07
2026-01-16 13F Catalina Capital Group, LLC 8.549 48,14 1.813 52,14
2026-01-26 13F JNBA Financial Advisors 200 0,00 42 2,44
2026-02-10 13F Core Wealth Advisors, Llc 612 130
2026-01-21 13F Elwood & Goetz Wealth Advisory Group, LLC 0 -100,00 0
2026-01-21 13F Clayton Financial Group LLC 2.190 0,00 464 2,65
2026-01-12 13F Spinnaker Investment Group, LLC 3.320 50,91 704 55,07
2026-01-29 13F Comerica Bank 341.229 -5,44 72.364 -2,90
2026-02-12 13F BRYN MAWR TRUST Co 63.520 -0,02 13.471 2,67
2026-01-06 13F Unique Wealth, Llc 1.757 0,80 373 3,62
2026-02-04 13F Valeo Financial Advisors, LLC 19.332 -0,07 4.100 2,60
2026-02-09 13F Huntington National Bank 113.911 -3,63
2026-01-20 13F Toth Financial Advisory Corp 71 0,00 15 7,14
2026-01-26 13F Foster Victor Wealth Advisors, LLC 1.300 30,78 282 36,89
2026-01-05 13F First Hawaiian Bank 103.421 -10,51 21.932 -8,10
2026-02-10 13F IFG Advisory, LLC 39.687 8.416
2026-01-23 13F Inlight Wealth Management, LLC 179.293 0,00 200 0,50
2026-02-09 13F Strategic Equity Management 3.171 15,65 672 18,73
2026-01-26 13F Provenance Wealth Advisors, LLC 4.727 0,00 1.002 2,66
2026-02-05 13F Mesirow Financial Investment Management, Inc. 92.188 -4,98 19.550 -2,42
2025-10-14 13F Financial Harvest, LLC 0 -100,00 0
2026-01-21 13F Fulton Breakefield Broenniman Llc 2.679 3,64 568 6,57
2026-01-21 13F Sutton Place Investors Llc 12.810 28,72 2.717 32,17
2026-01-09 13F Graves-Light Private Wealth Management, Inc. 13.020 0,01 2.761 2,72
2026-01-22 13F Lee Financial Co 7.695 -3,07 1.632 -0,49
2026-01-30 13F Durante & Waters, Llc 8.344 -34,59 1.770 -32,84
2026-01-16 13F Kendall Capital Management 1.447 8,88 307 11,68
2026-02-17 13F Mercer Global Advisors Inc /adv 152.504 88,55 26.619 59,37
2026-02-06 13F Taylor Financial Group, Inc. 8.737 0,00 1.853 2,66
2025-11-12 13F CIBC Bancorp USA Inc. 25.173 5.199
2026-01-14 13F First County Bank /CT/ 1.055 0,00 224 2,76
2026-02-23 13F Mv Capital Management, Inc. 104.391 -0,94 22.138 1,72
2026-02-13 13F Kcm Investment Advisors Llc 2.000 0,00 424 2,66
2026-02-02 13F Robertson Stephens Wealth Management, LLC 33.898 6,77 7.189 9,64
2026-01-29 13F High Point Wealth Management, LLC 9.849 2.089
2026-01-15 13F Saxony Capital Management, LLC 9.945 2.109
2026-02-17 13F Northern Trust Corp 190.207 1,12 40.337 3,84
2026-02-10 13F Syntegra Private Wealth Group, LLC 2.996 33,39 635 37,15
2026-02-10 13F Moors & Cabot, Inc. 3.965 5,54 841 8,39
2025-10-09 13F Astoria Portfolio Advisors LLC. 0 -100,00 0 -100,00
2026-02-13 13F LiftPoint Family Wealth Advisors LLC 40.507 8.590
2026-01-20 13F Signaturefd, Llc 3.040 45,45 645 49,42
2026-02-10 13F Parkway Wealth Management Group, LLC 4.702 997
2026-02-12 13F Principal Securities, Inc. 142.012 7,67 30.116 10,57
2026-01-21 13F Sowell Financial Services LLC 17.519 5,43 3.715 8,28
2026-02-13 13F Missouri Trust & Investment Co 881 0,00 187 2,76
2026-01-23 13F High Net Worth Advisory Group LLC 2.500 0,00 530 2,71
2026-02-03 13F Cassaday & Co Wealth Management LLC 1.153.776 3.286,78 244.681 3.378,05
2026-01-09 13F Montecito Bank & Trust 6.033 1,43 1.279 4,15
2026-01-14 13F Neumann Capital Management, LLC 9.489 -1,62 2.012 1,05
2026-01-06 13F Afg Fiduciary Services Limited Partnership 12.118 -6,91 2.578 -4,34
2026-02-17 13F Fountainhead AM, LLC 0 -100,00 0
2026-02-06 13F Vestmark Advisory Solutions, Inc. 128.492 273,60 27.249 283,68
2026-02-03 13F Arcadia Wealth Management, LLC 3.718 16,84 789 19,94
2026-02-13 13F National Bank Of Canada /fi/ 2.118 15,11 449 18,47
2026-01-27 13F Journey Advisory Group, LLC 2.325 -1,02 493 1,65
2026-01-16 13F Crewe Advisors LLC 2.419 99,42 513 104,80
2026-01-26 13F Main Street Group, LTD 0 -100,00 0
2026-02-12 13F Insigneo Advisory Services, Llc 4.101 16,51 870 19,70
2026-01-21 13F Truefg, Llc 1.145 0,00 243 2,54
2026-02-12 13F Wescott Financial Advisory Group, LLC 41.331 9,78 8.765 12,75
2026-02-20 13F Sunbelt Securities, Inc. 48.187 2,12 10.219 4,86
2026-02-03 13F Sigma Investment Counselors Inc 12.406 0,00 2.631 2,69
2026-02-13 13F Total Wealth Planning, Llc 0 -100,00 0
2026-02-12 13F Ankerstar Wealth, LLC 206 44
2026-02-12 13F Advocate Investing Services LLC 101 21
2026-01-23 13F Stanich Group LLC 1.072 227
2026-02-13 13F Ausdal Financial Partners, Inc. 60.670 5,47 12.866 8,31
2026-02-13 13F Chevy Chase Trust Holdings, Inc. 5.474 0,00 1.161 2,65
2026-02-20 13F Talisman Wealth Advisors LLC 5.008 71,74 1.065 76,91
2026-02-17 13F Creative Planning 160.485 3,81 34.034 6,61
2026-01-14 13F Matthew Goff Investment Advisor, LLC 84.241 -0,56 17.865 2,11
2026-01-09 13F Friday Financial 1.600 0,00 339 2,73
2025-11-12 13F Ascent Capital Management, LLC 14.179 6,03 2.928 12,06
2026-02-06 13F Keystone Financial Group 25.439 480,93 5.395 496,68
2026-02-05 13F Bedminster, LLC 1.248 265
2026-02-10 13F DT Investment Partners, LLC 43.950 0,00 9.320 2,69
2026-02-17 13F Fmr Llc 820.088 -0,82 173.916 1,85
2026-01-26 13F Keystone Wealth Services, LLC 2.195 466
2026-02-19 13F Van Diest Capital, LLC 1.370 291
2026-01-27 13F Sage Financial Group Inc 1.276 -1,01 271 1,50
2026-01-20 13F Stratos Wealth Partners, LTD. 151.922 1,31 32.218 4,04
2026-01-27 13F Rainey & Randall Investment Management Inc. 2.243 0,81 476 3,49
2026-01-28 13F Leelyn Smith, LLC 1.152 0,00 244 2,95
2026-01-29 13F Traub Capital Management LLC 7.590 -2,34 1.610 0,31
2026-02-06 13F Bare Financial Services, Inc 18.407 -2,38 3.904 0,26
2026-02-06 13F Associated Banc-corp 67.226 -6,20 14.257 -3,68
2026-03-16 13F Bank of New Hampshire 1.645 -6,00 349 -3,60
2026-02-17 13F Risk Paradigm Group, LLC 0 -100,00 0
2025-11-10 13F Siligmueller & Norvid Wealth Advisors LLC 28.186 18,64 5.825 24,76
2026-02-13 13F Wealth Dimensions Group, Ltd. 11.348 -2,28 2.407 0,33
2026-01-29 13F D.a. Davidson & Co. 15.974 -2,85 3.388 -0,24
2026-02-17 13F Keebeck Wealth Management, LLC 53.431 27,76 11.331 31,21
2026-02-06 13F McKinley Carter Wealth Services, Inc. 122.922 -14,15 26.068 -11,84
2026-03-04 13F Compass Financial Group, Inc. (Ohio) 3.896 826
2026-01-22 13F Willis Johnson & Associates, Inc. 37.900 -2,20 8.037 0,44
2026-01-23 13F Oxler Private Wealth LLC 2.948 0,34 625 3,14
2026-01-08 13F Occidental Asset Management, LLC 67.465 -0,03 14.307 2,66
2026-01-14 13F Emergent Wealth Advisors, LLC 6.806 -1,32 1.443 1,33
2026-02-11 13F Commonwealth Retirement Investments LLC 20.521 40,42 4.352 44,22
2026-01-07 13F Magnus Financial Group LLC 20.845 -9,13 4.421 -6,69
2026-01-28 13F Members Wealth Llc 3.224 -25,02 700 -21,35
2026-01-16 13F Marino, Stram & Associates Llc 5.019 -0,95 1.064 1,72
2026-02-04 13F Tsfg, Llc 9.767 -21,69 2 0,00
2026-02-12 13F Rossby Financial, LCC 807 6,61 171 9,62
2026-02-13 13F Plum Street Advisors, LLC 8.195 -0,11 1.738 2,54
2026-02-13 13F Colony Group, LLC 1.225.078 134,32 259.801 140,63
2026-01-23 13F Sage Mountain Advisors LLC 2.373 0,00 503 2,65
2026-01-08 13F Versant Capital Management, Inc 1.775 0,00 376 2,73
2026-01-27 13F BigSur Wealth Management LLC 8.500 0,00 1.803 2,68
2026-02-02 13F Avidian Wealth Solutions, LLC 48.978 11,83 10.387 14,84
2026-01-15 13F Capital Advisors Inc/ok 4.150 0,00 880 2,68
2026-01-27 13F Lodestar Private Asset Management Llc 5.501 -0,74 1.167 1,92
2026-01-30 13F Interchange Capital Partners, LLC 18.179 18,60 3.854 21,77
2026-01-27 13F Fiscal Wisdom Wealth Management, LLC 2.615 84,28 555 87,80
2026-01-20 13F Thurston, Springer, Miller, Herd & Titak, Inc. 598 127
2026-02-02 13F Chapman Financial Group, Llc 28 0,00 6 0,00
2026-01-28 13F Accretive Wealth Partners, LLC 1.068 0,00 226 2,73
2026-02-17 13F Snowden Capital Advisors LLC 63.158 10,93 13.394 13,92
2026-01-26 13F Kelman-Lazarov, Inc. 3.419 -9,62 725 -7,17
2026-01-29 13F Farmers & Merchants Trust Co of Long Beach 5.992 -17,60 1.271 -15,39
2026-02-09 13F Millington Financial Advisors, LLC 3.323 63,94 738 78,02
2026-01-21 13F Newbridge Financial Services Group, Inc. 6 1
2026-01-21 13F Mainstream Capital Management LLC 1.164 4,68 247 7,42
2025-10-27 13F Farmers & Merchants Trust Co of Chambersburg PA 0 -100,00 0
2026-02-09 13F Morris Financial Concepts, Inc. 19.633 -0,61 4.164 2,06
2026-02-13 13F MAI Capital Management 1.017.802 -0,31 215.845 2,37
2026-02-12 13F IFC & Insurance Marketing, Inc. 202 0
2026-01-23 13F Steigerwald, Gordon & Koch Inc. 276 0,00 59 3,57
2026-02-12 13F Collier Financial 48 0,00 10 11,11
2026-02-13 13F Kilter Group LLC 64.282 4,10 13.632 6,90
2026-01-26 13F Milestones Private Investment Advisors LLC 3.995 0,00 847 2,67
2026-02-17 13F Fairview Capital Investment Management, Llc 1.428 0,00 303 2,71
2026-02-06 13F Americana Partners, LLC 4.121 -0,36 874 2,22
2026-01-16 13F Five Oceans Advisors 0 -100,00 0
2026-01-28 13F Caliber Wealth Management, LLC / KS 27.144 -2,82 5.757 -0,21
2026-02-04 13F Topsail Wealth Management, LLC 604 0,00 128 3,23
2026-02-09 13F Regimen Wealth, Llc 12.394 0,49 2.628 3,22
2026-01-27 13F Birch Hill Investment Advisors LLC 3.723 -13,88 790 -11,55
2026-01-13 13F Two West Capital Advisors LLC 10.810 53,42 2.293 55,07
2026-02-05 13F AlphaCore Capital LLC 19.095 4,22 4.049 7,03
2026-03-04 13F/A Valpey Financial Services, LLC 2.939 -0,34 623 2,47
2026-02-13 13F Neuberger Berman Group LLC 4.778 67,41 1.013 71,99
2026-01-15 13F Arcadia Investment Advisors Llc 21.356 -4,59 4.529 -2,03
2026-02-17 13F Raymond James Financial Inc 1.845.630 9,05 391.403 11,98
2025-11-06 13F Providence Capital Advisors, LLC 0 -100,00 0
2026-02-03 13F Apeiron RIA LLC 47.786 -16,71 10.463 -10,85
2026-02-17 13F Coastal Bridge Advisors, LLC 1.883 0,00 399 2,84
2026-01-16 13F Worth Financial Advisory Group, LLC 2.054 0,00 436 2,59
2026-02-11 13F Strategic Financial Partners, Ltd. 1.143 -2,14 242 0,41
2026-02-17 13F Dimension Capital Management Llc 3.873 0,00 821 2,75
2026-02-25 13F Tempo Wealth, LLC 3.098 657
2026-02-10 13F Nvest Financial, LLC 50.118 34,35 10.629 37,97
2026-01-23 13F Putney Financial Group LLC 1.236 0,00 262 2,75
2026-01-28 13F Cape Ann Savings Bank 1.176 -2,08 249 0,40
2025-10-29 13F Harel Insurance Investments & Financial Services Ltd. 0 -100,00 0
2026-01-12 13F Abound Wealth Management 174 -67,72 37 -67,57
2026-02-17 13F Main Street Financial Solutions, LLC 0 -100,00 0
2026-02-06 13F Copia Wealth Management 1.491 0,00 316 2,93
2025-11-07 13F TT Capital Management LLC 0 -100,00 0 -100,00
2026-01-12 13F Accelerate Investment Advisors LLC 11.566 20,52 2.453 23,78
2026-02-05 13F Bessemer Group Inc 10.945 16,46 2 100,00
2026-02-06 13F Yanni & Associates Investment Advisors, LLC 25.172 5.338
2025-11-13 13F Promus Capital, LLC 2.404 496
2026-02-05 13F Aegis Wealth Management, Inc. 4.610 978
2026-01-23 13F Assetmark, Inc 22.567 30,27 4.786 33,77
2026-01-21 13F Yousif Capital Management, Llc 4.493 960
2026-02-13 13F Arete Wealth Advisors, LLC 9.021 32,78 2 0,00
2026-02-06 13F/A Rathbone Brothers plc 7.268 0,12 1.541 2,80
2026-01-13 13F Norden Group Llc 3.435 0,00 728 2,68
2026-02-13 13F Tradewinds, LLC. 1.252 -6,85 266 -4,33
2026-02-02 13F Partners in Financial Planning 1.373 0,07 291 2,83
2026-01-28 13F FORM Wealth Advisors, LLC 15.892 -5,87 3.370 2,15
2026-01-22 13F Massachusetts Financial Services Co /ma/ 5.823 269,01 1.235 279,69
2026-01-28 13F Turtle Creek Wealth Advisors, LLC 7.799 -5,13 1.654 -2,59
2026-01-15 13F Columbus Macro, LLC 964 204
2026-01-23 13F Trust Co Of Virginia /va 2.638 0,00 559 2,76
2026-02-04 13F Fourth Dimension Wealth, LLC 200 0,00 42 2,44
2026-02-04 13F Ameritas Advisory Services, LLC 3.016 -72,14 640 -71,41
2026-01-09 13F Dynamic Advisor Solutions LLC 3.342 8,65 709 11,50
2026-02-02 13F PKS Advisory Services, LLC 13.458 1,50 2.854 4,20
2026-02-05 13F May Hill Capital, LLC 110.020 188,88 23.332 196,68
2026-01-09 13F Cambridge Financial Group, LLC 1.408 0,00 269 -7,59
2026-02-06 13F IFP Advisors, Inc 88.919 41,81 18.857 45,63
2026-02-12 13F Timmons Wealth Management, LLC 65 14
2026-01-15 13F Moody Lynn & Lieberson, Llc 2.112 0,00 448 2,52
2026-02-13 13F Pin Oak Investment Advisors Inc 20 0,00 0 -100,00
2025-11-14 13F Strategic Wealth Partners, Ltd. 4.157 1.126,25 859 1.200,00
2026-02-04 13F Nwam Llc 13.559 -19,03 2.939 -15,74
2026-02-13 13F Centerpoint Advisors, LLC 38.772 -0,07 8 0,00
2026-01-27 13F Sterling Financial Planning, Inc. 22.961 -0,77 4.869 1,90
2026-01-28 13F Cora Capital Advisors Llc 1.227 0,00 260 2,77
2026-02-05 13F Florin Court Capital LLP 23.700 24,74 5.026 28,12
2026-01-07 13F TCP Asset Management, LLC 1.796 0,00 381 2,70
2026-02-17 13F Marin Bay Wealth Advisors, LLC 14.669 3.111
2026-01-07 13F Retirement Wealth Solutions LLC 25.485 36,30 5.405 39,96
2025-09-26 NP BLGR - Bluemonte Large Cap Growth ETF 14 3
2026-01-27 13F Stordahl Capital Management, Inc. 21.578 -0,69 4.576 1,98
2026-01-30 13F Kohmann Bosshard Financial Services, LLC 9.301 0,00 1.972 2,71
2026-01-14 13F Wolff Wiese Magana Llc 64 0,00 14 0,00
2026-01-30 13F Chapin Davis, Inc. 5.578 0,04 1.183 2,69
2026-01-14 13F Wealthcare Advisory Partners LLC 10.861 25,63 2.303 29,02
2026-02-12 13F WealthPLAN Partners, LLC 22.235 40,83 4.715 44,63
2026-02-10 13F Founders Financial Securities Llc 4.415 47,26 936 51,21
2026-01-22 13F Venturi Wealth Management, LLC 12.488 1,57 2.648 4,33
2026-02-17 13F Hurlow Wealth Management Group, Inc. 1.240 263
2026-02-17 13F Prosperity Consulting Group, LLC 9.066 38,54 1.923 42,26
2026-02-04 13F Gray Private Wealth, LLC 16.674 -4,03 3.536 -1,42
2026-02-05 13F WealthPlan Investment Management, LLC 99.316 4,33 21.062 7,13
2026-02-05 13F Atria Investments Llc 324.082 48,49 68.728 52,49
2026-01-27 13F Beacon Bridge Wealth Partners, LLC 1.895 -2,62 402 0,00
2026-01-22 13F Cliftonlarsonallen Wealth Advisors, Llc 452.678 -5,56 96.000 -3,02
2026-01-28 13F Barrett & Company, Inc. 1.495 0,88 317 3,93
2025-11-13 13F Texas Capital Bancshares Inc/tx 325 -86,29 67 -85,53
2026-02-17 13F Harvest Investment Services, LLC 3.062 46,44 649 50,58
2026-02-03 13F Morse Asset Management, Inc 214 0,00 45 2,27
2026-02-12 13F Commonwealth Equity Services, Llc 1.084.807 5,85 230.055 108.930,81
2026-02-03 13F Orion Capital Management LLC 41 0,00 9 0,00
2026-02-13 13F Pinnacle Wealth Planning Services, Inc. 2.763 0,00 586 2,63
2026-02-05 13F 1st Source Bank 2.835 -41,83 601 -40,26
2026-02-12 13F Oath Planning, LLC 1.451 308
2026-01-14 13F Cypress Wealth Services, LLC 89.705 50,82 19.024 54,87
2026-02-05 13F Rossmore Private Capital 211 0,00 45 2,33
2026-02-10 13F Acorn Wealth Advisors, LLC 1.563 -27,84 331 -25,95
2026-02-13 13F Golden State Wealth Management, LLC 6.473 49,46 1.373 53,47
2026-01-27 13F Forum Financial Management, LP 8.826 5,00 1.872 7,84
2026-01-15 13F Fifth Third Wealth Advisors LLC 1.919 1,00 407 3,57
2026-02-13 13F Y-Intercept (Hong Kong) Ltd 1.447 307
2025-11-14 13F EFG Asset Management (Americas) Corp. 4.152 -24,69 858 -20,43
2026-02-03 13F RFG Advisory, LLC 6.736 7,91 1.429 10,78
2026-02-13 13F Oarsman Capital, Inc. 1.898 3,32 403 6,07
2025-09-26 NP BLUC - Bluemonte Large Cap Core ETF 26 5
2026-02-19 13F WealthPoint Financial, LLC 22.661 4.806
2026-01-07 13F Lynch & Associates/in 2.750 -9,95 583 -7,46
2026-02-13 13F PCM Encore, LLC 16.785 3.560
2026-02-10 13F MidAtlantic Capital Management, Inc. 5.209 0,00 1.105 2,70
2026-02-10 13F Ascension Capital Advisors, Inc. 0 -100,00 0
2026-01-29 13F Middleton & Co Inc/ma 3.400 0,59 721 3,30
2026-01-30 13F Us Bancorp \de\ 466.762 19,36 98.986 22,57
2026-01-29 13F Kickstand Ventures, Llc. 20.873 22,11 4.427 25,42
2026-02-09 13F Fidelis Capital Partners, LLC 4.584 0,00 972 2,75
2026-02-12 13F Resurgent Financial Advisors LLC 8.137 38,95 1.726 42,68
2026-02-13 13F Beacon Financial Advisory LLC 8.106 35,87 1.719 39,53
2026-01-21 13F Pacific Point Advisors, LLC 3.964 0,00 841 2,69
2026-02-11 13F Arsenal Capital Advisors LLC 3.646 773
2026-01-29 13F Guardian Asset Advisors, LLC 3.009 0,00 638 2,74
2026-02-17 13F Laird Norton Trust Company, Llc 64.668 13.714
2026-01-28 13F Davis Capital Management 112 0,00 24 0,00
2026-02-05 13F Navalign, LLC 1.650 -25,84 350 -23,97
2026-02-06 13F CWS Financial Advisors, LLC 2.703 0,11 573 2,87
2026-02-18 13F Braeburn Wealth Management LLC 8.274 1.755
2026-01-07 13F Lakeridge Wealth Management LLC 6.538 2,40 1.387 5,16
2026-02-17 13F Cape Investment Advisory, Inc. 4.366 71,08 926 75,52
2026-02-14 13F American Trust 3.382 -21,40 717 -19,26
2026-01-22 13F Financial Consulate, Inc 316 0,00 67 3,08
2026-02-11 13F Peachtree Investment Partners, LLC 59 1,72 12 0,00
2026-02-17 13F Sherman Porfolios, Llc 0 -100,00 0
2026-01-12 13F Focus Financial Network, Inc. 61.359 0,80 13.012 3,52
2026-02-13 13F Droms Strauss Advisors Inc /mo/ /adv 130.378 1,65 27.649 4,38
2026-02-10 13F Lido Advisors, LLC 1.862.991 4,17 386.817 4,74
2026-01-27 13F FSR Wealth Management Ltd. 1.252 7,84 266 10,88
2026-02-04 13F Hirtle Callaghan & Co LLC 9.505 -3,13 2.016 -0,54
2026-02-05 13F Avantax Planning Partners, Inc. 7.869 -0,73 1.669 1,89
2026-02-17 13F Tudor Investment Corp Et Al 14.287 -3,23 3.030 -0,62
2026-01-22 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 1.091 0,00 231 0,43
2025-10-16 13F Custos Family Office, LLC 0 -100,00 0
2025-09-26 NP BVAL - Bluemonte Large Cap Value ETF 14 3
2026-02-05 13F Center for Financial Planning, Inc. 117 -25,48 25 -25,00
2025-09-26 NP BINT - Bluemonte Global Equity ETF 7 1
2026-02-13 13F Charles Schwab Investment Management Inc 1.954 -2,45 414 0,24
2026-02-04 13F Midwest Heritage Bank, FSB 1.070 2,88 227 5,61
2026-01-12 13F Benin Management CORP 990 0,00 210 2,45
2026-01-16 13F Forte Asset Management Llc 29.060 -1,34 6.163 1,32
2026-01-27 13F GHP Investment Advisors, Inc. 96.773 -0,11 20.523 2,58
2026-02-10 13F CFS Investment Advisory Services, LLC 41.308 20,65 8.760 21,92
2026-01-21 13F Flagship Harbor Advisors, Llc 1.421 5,73 301 8,66
2026-02-06 13F EverSource Wealth Advisors, LLC 6.569 1,39 1.393 4,11
2026-02-12 13F Chilton Capital Management Llc 0 -100,00 0
2026-01-09 13F Atlas Brown,Inc. 2.805 9,44 595 12,29
2026-01-14 13F Waldron Private Wealth LLC 5.002 0,00 1.061 2,71
2026-01-21 13F Crews Bank & Trust 226 0,00 48 2,17
2026-02-10 13F Meramec Financial Planners, LLC 2.139 475
2026-02-09 13F PSI Advisors, LLC 1.234 0,00 262 2,76
2026-02-13 13F Seven Mile Advisory 5.397 -36,68 1.145 -35,00
2026-01-21 13F SJS Investment Consulting Inc. 0 -100,00 0
2026-02-17 13F Ameriflex Group, Inc. 423 -19,89 90 -18,35
2026-02-10 13F Twin Peaks Wealth Advisors, LLC 53.743 68,34 11.909 80,64
2026-02-12 13F CIBC Private Wealth Group, LLC 20.873 -12,12 4.427 -9,77
2026-02-17 13F National Asset Management, Inc. 35.039 25,08 7.431 28,44
2026-01-14 13F WESPAC Advisors, LLC 8.921 71,26 1.892 75,91
2026-02-13 13F Bank Of Nova Scotia 7.555 3,72 1.602 6,52
2026-01-16 13F West Branch Capital LLC 1.355 0,00 287 2,87
2026-02-03 13F Legacy Wealth Managment, LLC/ID 712 -2,20 151 0,00
2026-01-23 13F Smallwood Wealth Investment Management, LLC 209 -32,14 44 -30,16
2026-02-10 13F Cherry Tree Wealth Management, LLC 212 0,00 45 2,33
2026-02-02 13F Peregrine Asset Advisers, Inc. 15.324 -1,34 3.250 1,31
2026-02-03 13F Capstone Triton Financial Group, LLC 1.844 0,38 391 3,17
2026-01-29 13F Cornerstone National Bank & Trust Co 305 0,00 65 3,23
2026-02-18 13F Onyx Bridge Wealth Group LLC 1.837 -1,08 390 1,57
2026-01-22 13F TSA Wealth Managment LLC 63.045 49,40 13.370 53,42
2026-02-06 13F Geometric Wealth Advisors 3.565 0,00 756 2,72
2026-02-06 13F BOK Financial Private Wealth, Inc. 92.183 -2,13 19.549 0,51
2026-01-20 13F Coastal Investment Advisors, Inc. 1.210 0,33 257 2,81
2026-02-06 13F Kingdom Financial Group LLC. 2.183 463
2026-01-26 13F DBK Financial Counsel, LLC 6.272 0,00 1.330 2,70
2026-02-10 13F Camden National Bank 3.566 0,00 756 2,72
2026-03-05 13F Bayban 100 21
2026-02-04 13F Bridgewealth Advisory Group, LLC 958 203
2026-02-11 13F Parallel Advisors, LLC 57.729 1,38 12.243 4,11
2026-02-06 13F Condor Capital Management 149.231 -1,49 31.648 1,17
2026-01-05 13F GAMMA Investing LLC 1.772 0,00 376 2,74
2026-02-02 13F Cornerstone Planning Group LLC 25.820 51,61 5.586 57,49
2026-02-17 13F Evercore Wealth Management, LLC 16.662 -0,02 3.534 2,67
2026-02-06 13F Ironwood Investment Counsel, LLC 2.045 0,00 434 2,61
2026-02-12 13F Fortress Private Ledger, Llc 1.248 1,71 265 4,35
2026-01-27 13F Probity Advisors, Inc. 292.640 -0,42 62.060 2,26
2026-01-27 13F Stone Point Wealth LLC 2.482 -0,32 526 2,33
2026-02-09 13F Mathes Company, Inc. 950 0
2026-01-13 13F Capital Investment Advisors, LLC 2.590 5,84 549 8,71
2026-02-10 13F Tidemark, LLC 4.762 -93,76 1.010 -93,60
2025-11-14 13F WNY Asset Management, LLC 2.875 1,09 594 6,85
2026-01-15 13F McGlone Suttner Wealth Management, Inc. 4.472 0,00 948 2,71
2026-02-10 13F Portland Global Advisors LLC 1.189 0,00 252 2,86
2026-01-26 13F SMART Wealth LLC 1.962 54,12 416 58,78
2026-02-02 13F B.O.S.S. Retirement Advisors, LLC 36.230 244,16 7.683 253,57
2026-01-28 13F Salomon & Ludwin, LLC 189.972 -1,84 40.777 1,38
2026-01-21 13F Signature Resources Capital Management, LLC 24 -94,43 5 -94,38
2026-01-29 13F Calamos Wealth Management LLC 585.396 1,44 124.145 4,17
2026-02-06 13F Empirical Asset Management, LLC 8.873 2,95 1.882 5,73
2026-02-11 13F Stirlingshire Investments, Inc. 2.514 533
2026-01-23 13F Westside Investment Management, Inc. 50 0,00 11 0,00
2026-02-13 13F Venture Visionary Partners LLC 5.748 -4,66 1.219 -2,09
2026-02-26 13F TD Capital Management LLC 277 0,00 59 1,75
2025-11-10 13F Lion Street Advisors, LLC 1.532 -71,36 233 -77,80
2026-01-26 13F Harbor Asset Planning, Inc. 154 0,00 33 3,23
2026-02-12 13F Bank Of Montreal /can/ 296.779 9,73 62.938 12,68
2026-02-17 13F XTX Topco Ltd 23.691 5.024
2026-01-22 13F Bartlett & Co. Wealth Management Llc 22.238 1,24 4.716 3,97
2026-02-17 13F Wealth Watch Advisors, INC 378 0,00 80 2,56
2026-02-12 13F Mosley Wealth Management 21.077 7,30 4.394 13,46
2026-02-12 13F Great Lakes Advisors, Llc 200 1.900,00 42 2.000,00
2025-11-05 13F Moloney Securities Asset Management, LLC 2.967 0,00 613 5,70
2026-01-28 13F Mountain Capital Investment Advisors, Inc 1.487 13,17 322 18,01
2026-02-05 13F S&co Inc 4.350 0,00 1
2026-02-10 13F Lcnb Corp 1.720 0,00 365 2,54
2026-02-13 13F TRUE Private Wealth Advisors 11.663 -1,50 2.473 1,15
2026-02-09 13F Allstate Corp 14.138 0,00 2.998 2,71
2026-02-13 13F University Of Texas/texas Am Investment Managment Co 20 0,00 4 0,00
2026-02-13 13F Sargent Investment Group, LLC 1.501 318
2026-02-13 13F Itau Unibanco Holding S.A. 0 -100,00 0
2026-01-12 13F AllSquare Wealth Management LLC 5 0,00 1
2026-01-15 13F DB Fitzpatrick & Co, Inc 95 0,00 20 5,26
2026-01-26 13F West Wealth Group, LLC 214.431 5,17 45.475 8,01
2026-02-13 13F Journey Strategic Wealth Llc 6.550 10,87 1.389 13,85
2026-02-13 13F Kayne Anderson Rudnick Investment Management Llc 379 0,00 80 2,56
2026-02-17 13F Fairscale Capital, LLC 6.476 -3,05 1.373 -0,44
2026-02-12 13F Front Row Advisors LLC 560 0,00 119 2,61
2026-02-11 13F Atlanta Consulting Group Advisors, LLC 3.167 0,00 672 2,60
2026-01-21 13F Woodmont Investment Counsel Llc 1.806 0,00 383 2,69
2026-02-05 13F Sequent Planning LLC 1.629 345
2026-02-17 13F Asset Management Group, Inc. 51.590 0,28 10.941 2,98
2026-01-05 13F Coastline Trust Co 70 0,00 15 0,00
2026-02-13 13F Alvarez & Marsal Private Wealth Partners, LLC 73.110 15.504
2026-01-29 13F/A Stockman Wealth Management, Inc. 2.800 0,00 594 2,60
2026-01-21 13F Stock Yards Bank & Trust Co 2.653 7,54 563 10,41
2025-11-03 13F Atlantic Private Wealth, LLC 0 -100,00 0 -100,00
2026-02-10 13F Essex Financial Services, Inc. 9.481 -6,84 2.011 -4,33
2026-02-10 13F Garde Capital, Inc. 15.042 -8,90 3.190 -6,45
2026-02-12 13F Elevation Wealth Management LLC 2.719 577
2026-01-14 13F Ironwood Wealth Management, Inc. 66.137 -2,26 14.378 4,93
2026-01-27 13F Horst & Graben Wealth Management LLC 150.083 41,60 31.853 45,53
2025-10-28 13F Copperleaf Capital, LLC 17.291 -4,56 3.571 0,85
2026-01-22 13F FSC Wealth Advisors, LLC 0 -100,00 0
2026-01-08 13F Grove Bank & Trust 1.290 0,00 274 2,63
2026-02-03 13F Falcon Wealth Planning 28.901 -0,61 6.129 2,07
2026-02-13 13F Baird Financial Group, Inc. 294.478 4,42 62.450 7,23
2026-02-17 13F/A Kovack Advisors, Inc. 7.336 224,89 1.556 233,69
2026-03-05 13F Bush Investment Group, Llc 20.919 44,58 4.436 48,51
2026-01-12 13F Founders Grove Wealth Partners, Llc 26.811 -1,52 5.686 1,12
2026-01-27 13F Klaas Financial Asset Advisors, LLC 7.675 -1,65 1.628 0,99
2026-01-14 13F Lee-Kelleher Wealth Management 3.647 0,00 773 2,66
2026-01-23 13F Rsm Us Wealth Management Llc 101.080 -2,06 21.587 1,28
2026-01-26 13F Quattro Financial Advisors Llc 3.362 0,00 713 2,59
2026-02-12 13F Pettinga Financial Advisors, LLC 159.922 32,97 33.915 36,55
2026-01-21 13F Modera Wealth Management, LLC 75.089 -2,15 15.924 0,49
2025-11-14 13F Cubist Systematic Strategies, LLC Put 5.300 -32,05 1.095 -28,22
2026-01-22 13F Bfsg, Llc 3 0,00 1
2026-02-05 13F Clarendon Private LLC 2.097 0,43 445 3,02
2026-02-11 13F Cedar Mountain Advisors, LLC 378 220,34 80 233,33
2025-11-14 13F Cubist Systematic Strategies, LLC 22.744 13,79 4.697 20,26
2026-02-10 13F Marietta Investment Partners Llc 1.162 -32,09 246 -30,31
2026-01-28 13F Atwood & Palmer Inc 195 0,52 41 5,13
2026-02-12 13F Laurel Oak Wealth Management, Llc 1.554 330
2026-02-11 13F Francis Financial, Inc. 1.710 -1,10 363 1,69
2026-01-14 13F Thompson Investment Management, Inc. 17.752 2,54 3.765 5,29
2026-02-10 13F Foundations Investment Advisors, LLC 1.001.643 38,23 212.418 41,96
2026-02-13 13F First National Bank Of Omaha 5.960 1.273
2026-01-27 13F HCR Wealth Advisors 2.131 -0,61 452 1,81
2026-01-15 13F Stewardship Advisors, LLC 1.095 232
2026-02-13 13F Clarity Asset Management, Inc. 592 -0,17 125 2,46
2026-01-26 13F Pennsylvania Capital Management Inc /adv 5.037 0,00 1.068 2,69
2026-02-10 13F JTC Employer Solutions Trusteee Ltd 1.353 0,00 0
2026-01-15 13F J. Safra Sarasin Holding AG 4.753 0,00 1.015 4,10
2026-01-22 13F Quotient Wealth Partners, LLC 24.056 4,37 5.102 7,19
2026-03-06 13F Union Savings Bank 1.838 -14,31 390 -7,82
2025-10-28 13F Pinnacle Financial Partners Inc 39.131 -0,58 8.081 5,06
2026-01-14 13F Donaldson Capital Management, Llc 4.056 -0,37 860 2,38
2026-01-14 13F Whitcomb & Hess, Inc. 6.365 1,37 1.380 6,40
2026-02-17 13F Signature Equity Partners, LLC 1.397 296
2026-02-02 13F Horizon Investments, LLC 946 201
2026-01-26 13F Asset Dedication, LLC 14.669 20,70 3.111 23,95
2026-01-23 13F Fortress Financial Group, Llc 3.646 0,00 773 2,79
2026-02-10 13F SCS Capital Management LLC 33.209 -0,81 7.043 1,87
2026-02-10 13F Eq Llc 16.784 39,81 3.559 43,57
2026-01-14 13F Lantz Financial LLC 38.608 40,87 8.188 44,67
2026-01-30 13F Bogart Wealth, LLC 470 -51,19 100 -50,00
2026-02-10 13F Vantus Wealth LLC 11.859 2.515
2026-02-11 13F Curtis Wealth Management Llc 16.785 3.645
2026-02-17 13F Edmond De Rothschild Holding S.a. 87 -99,22 18 -99,22
2026-01-16 13F Perigon Wealth Management, LLC 209.252 41,06 44.376 44,86
2026-02-17 13F Angeles Wealth Management, Llc 2.041 433
2026-02-17 13F Family Management Corp 685 0,00 145 2,84
2026-02-09 13F HBK Sorce Advisory LLC 8.597 6,37 1.909 14,45
2026-02-06 13F Aviance Capital Partners, LLC 1.020 0,00 216 2,86
2026-02-17 13F VestGen Advisors, LLC 37.999 -56,22 8.059 -55,04
2026-02-13 13F Capula Management Ltd 0 -100,00 0
2026-01-30 13F Wealthfront Advisers Llc 1.897 52,25 402 56,42
2026-01-09 13F 180 Wealth Advisors, Llc 1.215 0,50 258 3,21
2026-01-15 13F 4J Wealth Management LLC 2.439 -0,61 517 2,17
2026-02-11 13F Truepoint, Inc. 13.868 0,00 2.941 2,72
2026-02-04 13F Timonier Family Office, LTD. 1.573 0,00 334 2,78
2026-02-09 13F Family Office Research LLC 1.325 -15,50 283 -12,38
2026-01-20 13F Home Federal Bank Of Tennessee 393.163 0,22 83.378 2,92
2026-01-15 13F Archford Capital Strategies, LLC 1.399 0,00 297 2,78
2026-01-26 13F Moss Adams Wealth Advisors LLC 4.525 0,00 960 2,68
2026-02-12 13F First Western Trust Bank 2.206 0,00 468 2,64
2026-02-12 13F Manchester Financial Inc 1.091 0,00 231 2,67
2026-01-26 13F AE Wealth Management LLC 383.069 38,50 81.237 42,23
2026-01-26 13F Merit Financial Group, LLC 103.211 19,18 21.888 22,38
2026-02-13 13F/A Newport Capital Group, LLC 5.640 6,52 1.196 9,42
2026-02-12 13F Johnson Financial Group, Inc. 2.850 0,00 604 2,72
2026-02-05 13F GSB Wealth Management, LLC 13.900 4,10 2.948 6,89
2026-01-28 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 1.792 -3,50 388 0,26
2026-02-10 13F Colton Groome Financial Advisors, Llc 1.584 -2,22 336 0,30
2026-01-27 13F Able Wealth Management LLC 10.214 0,83 2.166 3,59
2026-02-10 13F Rothschild Investment Llc 6.335 -2,73 1.344 -0,15
2026-02-02 13F Pittenger & Anderson Inc 684 82,40 145 88,31
2026-01-21 13F Greenhouse Wealth Management, LLC 0 -100,00 0
2026-01-07 13F Processus Wealth & Capital Management, LLC 1.850 -14,51 392 -12,11
2026-02-17 13F Clark Capital Management Group, Inc. 1.321 29,00 280 32,70
2026-01-23 13F Patriot Investment Management Inc. 9.237 0,00 1.959 2,67
2026-01-26 13F Annex Advisory Services, LLC 1.822 27,23 386 30,85
2026-02-10 13F Yukon Wealth Management, Inc. 10.677 13,60 2.360 21,60
2026-01-14 13F Crumly & Associates Inc. 1.009 0,00 214 2,40
2026-01-12 13F Client 1st Advisory Group, Llc 1.391 3,19 295 5,76
2026-02-20 13F Wick Capital Partners, LLC 3.281 -15,15 810 1,50
2026-02-09 13F Bleakley Financial Group, LLC 11.534 2.446
2026-02-19 13F CI Private Wealth, LLC 114.265 141,35 24.230 147,83
2026-01-12 13F Seacrest Wealth Management, Llc 1.677 47,62 359 52,12
2026-02-18 13F Crusonia Wealth Advisors LLC 9.142 1.939
2026-02-10 13F KERR FINANCIAL PLANNING Corp 2.626 17,76 576 23,61
2026-01-27 13F Human Investing LLC 1.071 2,78 227 5,58
2025-11-12 13F Armis Advisers, LLC 7.171 -12,50 1.486 -7,82
2026-02-12 13F Skopos Labs, Inc. 1.989 83,15 425 89,73
2026-01-05 13F Park Avenue Securities Llc 2.467.550 40,44 523 44,48
2026-02-11 13F IMA Wealth, Inc. 438 0,00 93 2,22
2026-01-28 13F SilverOak Wealth Management LLC 99.698 2,72 21.143 5,49
2026-01-28 13F United Asset Strategies, Inc. 0 -100,00 0 -100,00
2026-01-22 13F HHM Wealth Advisors, LLC 225 -21,88 48 -20,34
2026-02-11 13F Nemes Rush Group LLC 266 51,14 56 55,56
2026-02-11 13F Empowered Funds, LLC 2.358 -15,12 500 -12,74
2025-11-04 13F Guerra Advisors Inc 8 2
2026-02-13 13F Gen-Wealth Partners Inc 46.861 46,87 9.938 50,83
2026-02-13 13F Lighthouse Financial LLC 24.585 -3,23 5.214 -0,63
2026-01-23 13F Actinver Wealth Management, Inc. 7.704 76,01 1.634 80,84
2026-02-14 13F Rockefeller Capital Management L.P. 582.772 68,53 86.853 21,63
2026-01-29 13F Sanctuary Advisors, LLC 965.441 26,49 204.741 29,90
2026-01-20 13F FLP Wealth Management, LLC 23.964 1.182,87 647 68,05
2026-01-07 13F Everpar Advisors Llc 1.715 -43,90 364 -42,47
2026-01-20 13F Investment Research & Advisory Group, Inc. 2.579 0,47 547 3,02
2026-01-13 13F Regatta Capital Group, Llc 2.055 -0,92 436 1,64
2026-01-29 13F BKM Wealth Management, LLC 64.561 1,02 13.692 3,74
2026-02-05 13F Alexander Randolph Advisory Inc 2.476 43,95 525 47,89
2026-02-06 13F Forefront Wealth Partners, LLC 15.617 19,36 3.312 22,58
2026-01-15 13F Polaris Investment Advisors, LLC 44.962 9.535
2026-01-27 13F First Horizon Corp 6.035 0,60 1.280 3,31
2026-02-09 13F Wealthquest Corp 1.466 311
2025-11-14 13F Financial Advisors Network, Inc. 49.363 -0,82 10.194 4,80
2026-01-16 13F Mattern Wealth Management LLC 6.835 -2,54 1.449 0,07
2026-01-26 13F SeaBridge Investment Advisors LLC 12.701 0,00 2.694 2,71
2026-01-29 13F True Link Financial Advisors, LLC 0 -100,00 0
2026-01-26 13F Independent Wealth Network Inc. 3.137 8,10 665 11,02
2025-11-06 13F Gunma Bank,Ltd. 14.000 -50,00 3 -60,00
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-02-12 13F Tiemann Investment Advisors, Llc 8.521 2,33 1.807 5,12
2026-02-13 13F Resources Investment Advisors, LLC. 989.897 37,86 209.927 41,57
2026-01-30 13F Activest Wealth Management 3.769 71,32 799 75,99
2026-02-02 13F Guardian Wealth Advisors, LLC 21.497 -9,00 4.559 -6,56
2026-02-13 13F First Trust Advisors Lp 23.561 4,27 4.997 7,07
2026-01-27 13F Seeds Investor Llc 1.354 15,53 287 19,09
2026-01-26 13F Whittier Trust Co 10.186 0,00 2.203 4,06
2026-01-14 13F Praetorian Wealth Management, Inc. 129.472 -1,29 27.457 1,37
2025-10-03 13F West Oak Capital, LLC 4.686 -12,10 10 -10,00
2026-01-23 13F U.S. Capital Wealth Advisors, LLC 11.278 107,55 2.392 113,10
2026-01-21 13F Bank Of Stockton 54.596 -5,42 11.578 -2,87
2026-02-06 13F Financial Synergies Wealth Advisors, Inc. 30.638 -1,29 6.497 1,37
2026-02-13 13F Barclays Plc 265.987 0,56 56.408 3,26
2025-09-26 13F Capital A Wealth Management, LLC 0 -100,00 0 -100,00
2025-10-30 13F Ridgewood Investments LLC 0 -100,00 0 -100,00
2026-01-27 13F Duncker Streett & Co Inc 200 0,00 42 2,44
2026-01-09 13F Appleton Partners Inc/ma 1.440 -34,25 0
2026-01-21 13F Stone House Investment Management, LLC 199.030 43,98 42.208 47,86
2026-01-21 13F Finley Financial, LLC 8.835 -2,75 1.874 -0,16
2026-02-09 13F Arq Wealth Advisors, Llc 3.206 -2,61 680 0,00
2026-02-11 13F TruNorth Capital Management, LLC 0 -100,00 0
2026-01-20 13F St. Clair Advisors, LLC 15.669 0,00 3.323 2,69
2026-01-30 13F Rogco, Lp 18.926 0,00 4.014 2,69
2026-01-13 13F Signature Securities Group Corporation 23.997 -0,46 5.089 2,23
2026-02-11 13F XML Financial, LLC 1.971 68,32 418 73,44
2026-02-12 13F Jane Street Group, Llc Put 2.200 467
2026-02-12 13F Jane Street Group, Llc Call 10.300 296,15 2.184 307,46
2026-02-02 13F Vantage Point Financial LLC 16.731 101,21 3.548 106,64
2026-02-02 13F Blake Schutter Theil Wealth Advisors, LLC 5.581 0,00 1.184 2,69
2026-02-05 13F Sapient Capital Llc 31.014 0,05 6.623 3,83
2026-02-09 13F LifePlan Investment Advisors, Inc. 17.169 6,76 3.641 9,64
2026-02-06 13F Daviman Financial, LLC 49.996 10.603
2026-02-25 13F Westshore Wealth, LLC 0 -100,00 0
2026-02-12 13F Adviser Investments LLC 95.641 -12,43 20.283 -10,07
2026-01-07 13F Sovereign Financial Group, Inc. 14.323 42,05 3.037 45,87
2026-01-12 13F Ffg Retirement Advisors Llc 21.351 0,70 4.528 3,40
2026-02-11 13F Viewpoint Capital Management LLC 0 -100,00 0
2026-02-24 13F MidFirst Bank 10.757 2.281
2026-01-26 13F Nations Financial Group Inc, /ia/ /adv 14.643 1,98 3.105 4,72
2026-01-14 13F Catalyst Private Wealth, Llc 7.074 0,00 1.500 2,74
2026-01-15 13F Investment Partners Asset Management, Inc. 1.200 0,00 254 2,83
2026-02-03 13F International Assets Investment Management, Llc 9.547 18,97 2.025 27,86
2026-01-15 13F Cassilly Financial Group LLC 10.816 2.294
2026-02-12 13F Foster Dykema Cabot & Partners, Llc 512 0,00 109 2,86
2026-02-17 13F GeoWealth Management, LLC 8.707 -59,11 1.847 -58,01
2026-02-17 13F Strive Financial Group ,LLC 142 30
2026-01-26 13F Courage Miller Partners, LLC 1.547 0,00 328 2,82
2026-01-08 13F Wealth Enhancement Advisory Services, Llc 98.635 10,07 21.334 14,52
2026-01-08 13F Chesapeake Asset Management Llc 61 0,00 13 0,00
2026-01-22 13F Fiduciary Alliance LLC 6.048 1,66 1.283 4,40
2026-01-12 13F Heartwood Wealth Advisors LLC 0 -100,00 0
2026-02-10 13F Bridge Generations Wealth Management Llc 6 0,00 1 0,00
2025-11-13 13F Riggs Asset Managment Co. Inc. 0 -100,00 0 -100,00
2026-01-22 13F Beacon Financial Planning, Inc 1.458 0,48 309 3,34
2026-01-15 13F Hara Capital LLC 2.335 0,00 495 2,70
2026-02-06 13F Kennedy Investment Group 5.221 -19,64 1.107 -17,45
2025-11-13 13F Glenmede Investment Management, LP 7.990 0,00 1.650 5,70
2026-02-05 13F Pinnacle Financial Group, LLC / IL 3.261 0,03 691 2,67
2026-01-28 13F CAPROCK Group, Inc. 4.138 -2,70 878 1,15
2026-02-13 13F Graney & King, LLC 193 -38,92 41 -38,46
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