0LMF - Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (LSE)

Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
GB ˙ LSE ˙ US9219464065
Grundlæggende statistik
Institutionelle ejere 1994 total, 1989 long only, 0 short only, 5 long/short - change of 6,62% MRQ
Gennemsnitlig porteføljeallokering 0.7194 % - change of -3,25% MRQ
Institutionelle aktier (lange) 175.055.637 (ex 13D/G) - change of 0,24MM shares 0,14% MRQ
Institutionel værdi (lang) $ 23.831.577 USD ($1000)
Institutionelt ejerskab og aktionærer

Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF (GB:0LMF) har 1994 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 175,055,637 aktier. Største aktionærer omfatter Bank Of America Corp /de/, Morgan Stanley, Raymond James Financial Inc, LPL Financial LLC, Wells Fargo & Company/mn, Jpmorgan Chase & Co, Ameriprise Financial Inc, Creative Planning, Envestnet Asset Management Inc, and Wellspring Financial Advisors, LLC .

Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF (LSE:0LMF) 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:0LMF / Vanguard Whitehall Funds - Vanguard High Dividend Yield 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

Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.

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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
(%)
2026-02-17 13F Cahill Financial Advisors Inc 7.366 20,24 1.057 22,48
2026-02-11 13F Clifford Swan Investment Counsel Llc 1.867 0,00 268 1,52
2026-02-23 13F Wealth Preservation Advisors, LLC 2.888 0,00 414 1,72
2026-01-23 13F LOM Asset Management Ltd 7.520 0,00 1.079 1,79
2026-02-11 13F OneAscent Financial Services LLC 6.658 9,85 956 11,83
2026-01-05 13F Park National Corp /oh/ 7.534 -2,52 1.081 -0,73
2026-01-14 13F Mitchell & Pahl Private Wealth, Llc 3.256 0,00 467 1,97
2026-02-11 13F Eldridge Investment Advisors, Inc. 14.374 5,13 2.063 7,01
2026-01-23 13F Avion Wealth 171.822 1,78 25 4,35
2026-02-03 13F CORDA Investment Management, LLC. 33.025 0,50 4.740 2,33
2026-02-10 13F Holderness Investments Co 12.434 24,81 1.784 27,07
2026-02-09 13F Interactive Financial Advisors 6.121 -46,26 879 -45,30
2026-02-11 13F Manchester Capital Management LLC 33.260 4.773
2026-01-21 13F MBA Advisors LLC 7.907 -0,25 1.135 1,52
2026-02-13 13F Archetype Wealth Partners 120.392 -1,10 17 0,00
2026-01-23 13F Clarity Wealth Advisors, LLC 2.848 0,00 409 1,75
2025-10-15 13F Mb, Levis & Associates, Llc 0 -100,00 0
2026-02-12 13F Wealthspire Advisors, LLC 132.086 -52,73 18.957 -51,87
2026-02-12 13F Litman Gregory Asset Management LLC 435 62
2026-02-17 13F Prosperity Bancshares Inc 5.442 781
2026-02-09 13F Syverson Strege & Co 3.114 -3,83 447 -2,19
2026-01-14 13F Southland Equity Partners LLC 7.139 -1,75 1.025 0,00
2026-01-12 13F Certified Advisory Corp 117.350 1,21 16.842 3,06
2026-01-28 13F West Michigan Advisors, Llc 2.015 -0,64 289 1,40
2026-02-17 13F Stokes Family Office, LLC 87.514 0,09 12.560 1,91
2026-01-21 13F Country Trust Bank 17 0,00 2 0,00
2026-01-26 13F Key Capital Management, INC 6.810 977
2026-02-12 13F SWAN Capital LLC 86.600 17,64 12.429 19,79
2026-01-09 13F Teamwork Financial Advisors, LLC 3.478 -5,80 499 -4,04
2026-02-12 13F Conservest Capital Advisors, Inc. 230.157 0,47 33.032 2,30
2026-02-17 13F Per Stirling Capital Management, LLC. 3.213 13,05 461 15,25
2026-02-17 13F Silvercrest Asset Management Group Llc 5.104 733
2026-01-30 13F Bogart Wealth, LLC 8.736 3,73 1.254 5,56
2026-02-05 13F BG Investment Services, Inc. 6.506 21,81 934 24,07
2026-01-23 13F U.S. Capital Wealth Advisors, LLC 10.976 3,13 1.575 5,00
2026-02-10 13F Calton & Associates, Inc. 2.808 7,55 403 9,51
2026-02-02 13F Breakwater Investment Management 39.439 -3,03 5.660 -1,26
2026-01-07 13F Wisconsin Wealth Advisors, LLC 8.204 150,96 1.177 155,87
2026-02-13 13F OpenArc Corporate Advisory, LLC 9.366 1.344
2026-01-21 13F Wealthbridge Capital Management, Llc 56.624 -2,28 8.127 -0,50
2025-11-12 13F Ameliora Wealth Management Ltd. 0 -100,00 0 -100,00
2026-03-11 13F Green Ridge Wealth Planning LLC 4.535 651
2026-01-28 13F CAPROCK Group, Inc. 45.812 12,95 6.575 16,46
2026-02-17 13F Gallagher Fiduciary Advisors, LLC 61.497 154,19 8.826 158,83
2025-09-26 NP BLUC - Bluemonte Large Cap Core ETF 23 3
2026-02-11 13F XML Financial, LLC 60.398 -5,24 8.668 -3,51
2026-01-21 13F Future Financial Wealth Managment LLC 0 -100,00 0
2026-01-23 13F Armbruster Capital Management, Inc. 2.442 12,79 350 14,75
2026-02-13 13F Platform Technology Partners 21.855 0,00 3.137 1,82
2026-01-28 13F Bigelow Investment Advisors, LLC 14.757 3,40 2.118 5,27
2026-02-11 13F Rise Advisors, LLC 0 -100,00 0
2026-02-06 13F Principle Wealth Partners Llc 118.948 -0,60 17.071 1,22
2026-02-10 13F/A Northwestern Mutual Wealth Management Co 323.090 5,93 46.370 7,86
2026-02-13 13F Meridian Wealth Partners, LLC 1.700 6,25 244 8,00
2026-01-28 13F Rockingstone Advisors LLC 16.552 8,82 2.376 10,83
2026-02-03 13F Patten & Patten Inc/tn 2.319 0,17 333 1,84
2026-02-13 13F 71 West Capital Partners 21.241 3.049
2026-02-10 13F Operose Advisors LLC 340.681 -2,88 48.895 -1,11
2026-02-09 13F Allen Capital Group, LLC 44.037 -3,16 6.320 -1,39
2026-02-17 13F Janus Henderson Group Plc 15.333 0,83 2.201 2,66
2026-01-20 13F Savvy Advisors, Inc. 21.921 15,60 3.146 17,74
2026-02-05 13F 1620 Investment Advisors, Inc. 147 0,00 21 5,00
2026-02-13 13F Portfolio Resources Advisor Group, Inc. 472 68
2026-01-21 13F Access Financial Services, Inc. 5.561 -27,90 798 -26,59
2026-01-07 13F Private Client Services, Llc 4.113 4,52 590 6,50
2026-02-10 13F IAG Wealth Partners, LLC 339 9,35 49 11,63
2026-01-30 13F Safe Harbor Family Capital, LLC 53.973 7.746
2026-03-06 13F Brighton Securities Corp. 15.137 -51,58 2.172 -45,54
2026-02-17 13F Legacy Wealth Advisors, LLC 4.408 633
2026-01-15 13F Rebalance, Llc 191.581 -5,28 27.496 -3,55
2026-02-18 13F Caitlin John, LLC 1.846 -7,14 265 -5,71
2026-01-16 13F Perigon Wealth Management, LLC 23.158 -4,13 3.324 -2,38
2026-01-07 13F Harbor Investment Advisory, Llc 21.029 -0,06 3.018 1,79
2026-02-12 13F Leigh Baldwin & Co., Llc 1.990 -2,12 286 0,00
2026-02-10 13F Baker Avenue Asset Management, LP 0 -100,00 0
2026-02-12 13F Richard W. Paul & Associates, LLC 15.051 7.136,06 2.160 7.348,28
2026-01-20 13F Thurston, Springer, Miller, Herd & Titak, Inc. 607 318,62 87 335,00
2026-01-06 13F Advance Capital Management, Inc. 4.859 -2,17 697 -0,43
2026-02-13 13F GM Advisory Group, Inc. 3.944 0,79 566 2,54
2026-01-27 13F Duncker Streett & Co Inc 9.729 -5,57 1.396 -3,86
2026-02-06 13F Frisch Financial Group, Inc. 4.391 0,05 630 1,94
2026-02-13 13F River Wealth Advisors LLC 3.379 0,66 485 2,33
2026-01-26 13F Next Level Wealth Planning, LLC 8.019 1,80 1.151 3,60
2026-01-27 13F/A Capital Performance Advisors Llp 1.564 224
2026-02-05 13F Sage Financial Management Group, Inc. 64.931 5,33 9.319 7,25
2026-02-11 13F Hughes Financial Services, LLC 432 0,00 62 3,33
2025-10-20 13F Northwest Capital Management Inc 0 -100,00 0
2026-02-03 13F Drucker Wealth 3.0, LLC 55.156 -3,75 7.916 -1,98
2026-02-17 13F Gladstone Institutional Advisory LLC 11.707 43,64 1.680 46,34
2026-02-11 13F Omnitrust Wealth Management, Inc 32.089 4.605
2026-01-23 13F Newton One Investments LLC 1.288 0,00 185 1,66
2026-02-06 13F Redmont Wealth Advisors Llc 3.529 0,00 506 1,81
2026-02-13 13F Change Path, LLC 93.945 10,30 13.483 12,31
2026-01-21 13F Flagship Harbor Advisors, Llc 73.964 0,84 10.615 2,68
2026-01-22 13F Rodgers & Associates, LTD 2.462 0,00 353 1,73
2026-02-28 13F NCM Capital Management, LLC 7.156 0,00 1.027 1,88
2026-01-28 13F Salomon & Ludwin, LLC 133.100 -2,91 19.405 0,00
2026-01-26 13F Thomasville National Bank 9.858 -5,06 1.415 -3,35
2026-02-17 13F Hancock Whitney Corp 371.228 0,55 53.279 2,38
2026-02-27 13F Compass Financial Services Inc 14.324 4,28 2.056 6,15
2026-02-11 13F Milestone Investment Advisors LLC 75.367 -0,61 10.817 1,21
2026-02-03 13F Smith & Howard Wealth Management, LLC 1.908 0,00 274 1,87
2026-01-21 13F Rocky Mountain Advisers, Llc 11.203 -2,08 1.608 -0,31
2026-01-27 13F BankPlus Trust Department 6.458 0,00 927 1,76
2026-02-09 13F Smithfield Trust Co 390.509 -1,19 56 1,82
2026-01-16 13F HF Advisory Group, LLC 18.717 192
2026-01-21 13F Stone House Investment Management, LLC 1.637 39,80 235 42,42
2026-01-08 13F Signet Financial Management, Llc 20.005 -7,79 2.871 -6,08
2026-01-27 13F Old Second National Bank Of Aurora 2.978 -10,57 427 -8,96
2026-02-13 13F Squarepoint Ops LLC 0 -100,00 0
2026-02-09 13F North Star Asset Management Inc 11.100 -3,69 1.593 -1,91
2026-01-26 13F Cornerstone Wealth Group, LLC 8.945 6,70 1.284 8,64
2026-02-10 13F Blueline Advisors Llc 882 127
2026-02-06 13F KDT Advisors, LLC 27.539 0,00 3.952 1,83
2026-02-13 13F Glen Eagle Advisors, LLC 30.479 0,17 4.374 2,01
2026-01-26 13F Lansing Street Advisors 1.632 0,62 234 2,63
2026-01-22 13F Apollon Financial, LLC 6.776 0,16 972 1,99
2026-01-06 13F Mallini Complete Financial Planning LLC 677 1,35
2026-01-29 13F Prepared Retirement Institute LLC 0 -100,00 0
2026-02-02 13F Horizon Investments, LLC 2.234 389,91 321 400,00
2026-02-11 13F 1776 Wealth LLC 2.270 326
2026-02-04 13F Schubert & Co 6.627 0,00 951 1,82
2026-01-02 13F McAlister, Sweet & Associates, Inc. 4.898 -5,37 703 -3,70
2026-02-10 13F Options Solutions, Llc 9.005 -24,15 1.292 -22,77
2026-01-14 13F Chatham Capital Group, Inc. 6.791 0,00 975 1,78
2026-01-28 13F Quaker Wealth Management, LLC 170.637 2,31 24.490 4,18
2026-01-13 13F Mayflower Financial Advisors, LLC 7.595 0,01 1.090 1,78
2026-01-23 13F Kagan Cocozza Asset Management 3.036 -0,10 436 1,64
2026-02-10 13F Linscomb & Williams, Inc. 80.639 -2,53 11.573 -0,75
2026-01-20 13F Moseley Investment Management Inc 14.633 10,87 2.100 12,90
2026-01-28 13F Diversified Enterprises, LLC 2.134 3,09 306 5,15
2026-01-15 13F Infinity Wealth Counsel, LLC 28.805 0,33 4.134 2,17
2026-01-12 13F DAVENPORT & Co LLC 297.403 10,27 42.683 12,28
2026-02-13 13F Capstone Wealth Management Group, Llc 80.685 -2,31 11.580 -0,52
2026-01-14 13F Prosperity Planning, Inc. 1.863 0,00 267 1,91
2026-02-09 13F Ghe, Llc 2.285 328
2026-01-21 13F Westfuller Advisors, LLC 10.843 0,10 1.556 1,97
2026-02-18 13F EP Wealth Advisors, Inc. 117.571 18,04 16.874 27,08
2026-02-12 13F Adviser Investments LLC 289.191 231,69 41.505 237,73
2026-01-30 13F North Star Investment Management Corp. 15.749 -1,39 2.260 0,40
2025-12-09 13F Painted Porch Advisors LLC 2.513 354
2026-01-15 13F Royal Fund Management, LLC 15.444 53,37 2.220 56,27
2026-01-23 13F Tectonic Advisors Llc 2.970 98,53 426 102,86
2026-01-23 13F Bowman & Co S.C. 22.743 -2,77 3.264 -1,03
2025-10-08 13F Country Club Bank /gfn 66.215 -1,72 9.304 4,20
2026-01-08 13F American National Bank of Texas 6.774 -3,91 972 -2,11
2026-01-09 13F Twele Capital Management, Inc. 298.771 0,74 42.880 2,58
2026-01-29 13F Quest 10 Wealth Builders, Inc. 5.529 -2,09 794 -0,25
2026-01-30 13F Simplicity Wealth,LLC 61.000 16,61 8.755 18,75
2026-02-09 13F Integrity Alliance, Llc. 70.073 935,36 10.057 954,09
2026-02-11 13F Jpmorgan Chase & Co 5.363.002 1,71 769.698 3,57
2026-01-26 13F Provenance Wealth Advisors, LLC 3.653 0,00 524 1,95
2026-02-13 13F Cordoba Advisory Partners LLC 5.780 830
2026-02-17 13F High Falls Advisors, Inc 1.525 -3,66 219 -2,24
2026-01-14 13F Tradewinds Capital Management, LLC 338 0,60 49 2,13
2026-02-03 13F Rezny Wealth Management, Inc. 2.330 0,00 334 1,83
2026-02-13 13F Mariner, LLC 569.968 2,54 81.802 4,42
2026-01-22 13F City Holding Co 1.357 0,00 195 1,57
2026-02-13 13F Ridge Creek Global, Inc 1.495 215
2026-02-19 13F Atomi Financial Group, Inc. 11.636 0,07 1.670 1,95
2026-02-10 13F Phillips Wealth Planners LLC 2.112 -0,80 313 4,33
2026-02-17 13F Royal Bank Of Canada 2.491.630 0,18 357.599 2,01
2026-02-13 13F Whalerock Point Partners, Llc 4.158 0,00 597 1,71
2026-01-14 13F Nova Wealth Management, Inc. 289 11,15 41 13,89
2026-01-13 13F John W. Brooker & Co., CPAs 10.648 0,00 1.528 1,87
2026-02-04 13F Bensler, LLC 13.093 -2,51 1.879 -0,69
2026-02-09 13F Cary Street Partner Investment Advisory Llc 54 0,00 8 0,00
2026-02-17 13F Modern Wealth Management, LLC 5.469 1,03 785 2,75
2025-11-05 13F Flynn Zito Capital Management, Llc 0 -100,00 0
2026-01-29 13F Obermeyer Wood Investment Counsel, Lllp 19.420 4,63 2.787 6,54
2026-01-07 13F Sagespring Wealth Partners, Llc 15.218 -0,56 2.184 1,25
2026-02-04 13F United Services Automobile Association 336.132 57,92 48.242 60,80
2026-02-02 13F Qrg Capital Management, Inc. 5.774 160,21 829 165,38
2026-02-12 13F Jane Street Group, Llc Put 7.500 36,36 1.076 38,84
2026-02-12 13F Jane Street Group, Llc Call 1.084.500 460,75 155.647 470,99
2026-02-17 13F Aqr Capital Management Llc 417.062 3,86 59.857 5,75
2026-01-21 13F Integris Wealth Management, LLC 3.763 0,00 540 1,89
2026-02-17 13F Sterling Wealth Management, Inc. 5.967 0,00 856 1,78
2026-02-17 13F Ibex Wealth Advisors 11.955 -6,11 1.716 -4,40
2026-01-29 13F Silver Oak Wealth Advisors Services, Llc 1.793 0,00 257 1,98
2026-01-23 13F Legacy Financial Strategies, LLC 1.430 0,00 205 1,99
2026-02-13 13F AlTi Global, Inc. 1.836 264
2026-02-03 13F Vantage Financial Partners, LLC 3.678 -0,86 528 0,96
2026-01-28 13F Proathlete Wealth Management Llc 1.207 4.062,07 173 4.225,00
2026-01-20 13F Wealth Management Associates, Inc. 43.142 0,06 6.192 1,88
2026-01-09 13F Diversified Trust Co 19.883 2,74 2.854 4,62
2026-01-27 13F Retirement Income Solutions, Inc 3.444 0,00 494 1,86
2026-01-29 13F Concurrent Investment Advisors, LLC 180.798 9,16 25.948 11,15
2026-01-26 13F Foster Victor Wealth Advisors, LLC 3.507 -24,79 522 -20,91
2026-02-05 13F Lynx Investment Advisory 11.291 2,11 1.621 3,98
2026-01-05 13F Commons Capital, Llc 25.380 32,01 3.642 34,44
2026-02-12 13F Hamilton Point Investment Advisors, LLC 1.648 236
2026-01-26 13F Means Investment Co., Inc. 38.572 -1,12 5.536 0,67
2025-12-01 13F Payne Capital Management, LLC 0 -100,00 0
2026-02-02 13F Cypress Point Wealth Management, LLC 10.407 0,00 1.494 1,84
2026-01-28 13F Clarity Financial LLC 12.593 -0,08 1.807 1,75
2026-01-29 13F Sanctuary Advisors, LLC 243.840 5,83 34.996 7,75
2026-02-13 13F First Trust Advisors Lp 18.667 -0,30 2.679 1,52
2026-02-09 13F Strategic Financial Concepts, LLC 2.860 7,24 410 9,33
2026-01-30 13F American Capital Advisory, LLC 216 0,00 31 3,33
2026-02-17 13F Asset One Wealth Management LLC 2.901 438
2025-11-13 13F Alamar Capital Management, LLC 6.635 -4,67 935 0,86
2026-01-16 13F CRA Financial Services, LLC 11.686 5,52 1.677 7,50
2026-01-05 13F First Hawaiian Bank 166.845 -0,72 23.946 1,09
2026-01-26 13F Whittier Trust Co 50.957 -0,09 7.478 3,59
2026-01-12 13F Asset Allocation & Management Company, LLC 102.990 0,00 15 0,00
2026-02-04 13F Valeo Financial Advisors, LLC 7.148 -26,95 1.026 -25,67
2026-02-09 13F Barry Investment Advisors, LLC 4.797 0,06 688 1,93
2026-01-12 13F Scott Capital Advisors, LLC 13.572 69,44 1.948 72,15
2026-02-03 13F Detalus Advisors, LLC 5.745 7,38 825 9,28
2026-02-11 13F State Farm Mutual Automobile Insurance Co 218.597 29,42 31.373 31,79
2026-02-09 13F Clune & Associates, Ltd. 17.436 2,78 2.502 4,64
2026-02-10 13F Peak Retirement Planning, Inc. 7.925 176,52 1.137 182,13
2026-02-10 13F Daiwa Securities Group Inc. 2.982 -11,62 0
2026-02-05 13F Stephens Inc /ar/ 85.677 28,90 12.296 31,26
2026-02-13 13F Resources Management Corp /ct/ /adv 276 0,00 0
2026-01-07 13F Hilltop National Bank 542 0,00 78 1,32
2026-01-29 13F Brown Financial Advisory 8.250 0,00 1.184 1,89
2026-01-23 13F Rede Wealth, LLC 0 -100,00 0
2026-01-13 13F Parsons Capital Management Inc/ri 34.652 14,18 4.973 16,27
2026-01-13 13F Compton Wealth Advisory Group, LLC 1.403 201
2026-01-09 13F Graves-Light Private Wealth Management, Inc. 180.976 -1,25 25.974 0,55
2026-01-15 13F Nisa Investment Advisors, Llc 76.316 10.953
2026-02-10 13F Intellectus Partners, LLC 21.350 0,00 3.064 1,83
2026-03-04 13F Rehmann Capital Advisory Group 33.014 58,07 4.738 60,99
2026-03-09 13F/A Auto-Owners Insurance Co 1.035.700 43,01 148.644 45,62
2026-02-13 13F Invictus Private Wealth, Llc 0 -100,00 0
2026-01-30 13F Axis Wealth Partners, LLC 14.864 0,18 2.133 2,01
2026-02-04 13F Wsfs Capital Management, Llc 141.403 53,92 20.294 56,73
2026-02-05 13F Beese Fulmer Investment Management, Inc. 7.672 -2,80 1.101 -0,99
2026-02-10 13F Verus Capital Partners, Llc 14.616 12,16 2.098 14,22
2026-01-23 13F Smith, Moore & Co. 7.974 12,75 1.144 14,86
2026-01-15 13F Maltin Wealth Management, Inc. 3.327 0,48 477 2,36
2026-01-14 13F Verum Partners LLC 4.249 0,31 610 2,01
2026-02-02 13F GenTrust, LLC 3.716 0,00 533 1,91
2026-01-28 13F Old National Bancorp /in/ 220.459 -5,22 31.640 -3,49
2026-02-09 13F Northstar Financial Companies, Inc. 3.893 559
2026-02-04 13F Rollins Financial Advisors, LLC 99.928 23,68 14.342 25,93
2026-01-23 13F KG&L Capital Management,LLC 3.930 -1,65 564 0,18
2026-01-27 13F Tme Financial, Inc. 12.113 -2,52 1.739 -0,74
2026-01-26 13F Merit Financial Group, LLC 278.479 2,49 39.967 4,36
2026-02-10 13F American Money Management, LLC 2.468 0,08 354 2,02
2026-02-05 13F RiverFront Investment Group, LLC 1.700 0,00 244 1,67
2026-01-26 13F AE Wealth Management LLC 214.490 5,82 30.783 7,75
2026-02-03 13F Ballast Advisors Llc 868 8,23 125 9,73
2026-02-12 13F Founders Financial Alliance, LLC 23.184 -1,60 3.327 0,21
2026-02-17 13F Citadel Advisors Llc Put 59.500 0,17 8.539 1,99
2026-01-22 13F Glass Jacobson Investment Advisors llc 11.536 0,06 1.656 1,91
2026-02-09 13F Thrive Capital Management, LLC 19.777 -2,37 2.838 -0,60
2026-02-17 13F Citadel Advisors Llc Call 86.000 -92,30 12.343 -92,16
2026-01-21 13F Mayport, Llc 9.305 2,86 1.335 4,71
2026-01-30 13F Turning Point Benefit Group, Inc. 5.812 4,57 834 6,38
2026-01-27 13F Elevate Wealth Advisory, Inc 5.950 13,68 854 15,74
2026-01-07 13F Capital Advantage, Inc. 16.228 -0,78 2.329 1,04
2026-01-15 13F Hofer & Associates. Inc 41.102 2,72 5.899 4,61
2026-02-17 13F Warren Averett Asset Management, LLC 342.801 -1,09 49.199 0,71
2026-01-09 13F Friday Financial 3.499 0,00 502 1,83
2026-01-05 13F GK Wealth Management LLC 1.439 -6,62 207 -5,07
2026-02-09 13F Koesten, Hirschmann & Crabtree, INC. 0 -100,00 0
2026-02-09 13F Keating Financial Advisory Services, Inc. 6.700 962
2026-01-23 13F BSW Wealth Partners 3.263 -3,77 468 -1,89
2026-02-10 13F Principia Wealth Advisory, LLC 2.813 8,07 404 10,11
2026-01-28 13F Kanawha Capital Management Llc 2.465 0,00 354 1,73
2026-02-06 13F Harmony Asset Management Llc 7.221 -13,12 1.036 -11,53
2026-02-10 13F Argent Trust Co 6.215 1,11 892 2,89
2026-02-05 13F Mesirow Financial Investment Management, Inc. 396.265 -27,75 56.872 -26,43
2026-02-06 13F McKinley Carter Wealth Services, Inc. 1.827 262
2026-01-13 13F 21 West Wealth Management LLC 14.629 0,75 2.100 2,59
2026-01-27 13F Lodestar Private Asset Management Llc 17.660 -7,73 2.535 -6,04
2026-02-12 13F Rossby Financial, LCC 21.694 2.078,11 3.114 2.123,57
2026-01-30 13F Sigma Planning Corp 26.811 3,98 3.850 5,92
2026-02-10 13F Peapack Gladstone Financial Corp 98.464 -1,84 14 0,00
2026-02-13 13F Ieq Capital, Llc 98.480 7,97 14.134 9,93
2026-01-06 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 138.653 -17,37 19.899 -15,86
2026-02-10 13F Basepoint Wealth LLC 473 68
2026-02-05 13F Tucker Asset Management Llc 2.076 0,00 298 1,71
2026-01-21 13F MBL Wealth, LLC 1.476 0,00 212 1,44
2026-02-12 13F Bank Of Montreal /can/ 708.721 9,91 101.716 11,92
2026-02-06 13F Keystone Financial Group 16.010 -0,26 2.298 1,55
2026-02-04 13F Oxbow Advisors, LLC 1.397 200
2026-02-06 13F Portland Financial Advisors Inc 10.966 0,42 1.574 2,21
2026-02-12 13F Wescott Financial Advisory Group, LLC 3.111 0,10 447 1,83
2026-02-17 13F MGB Wealth Management, LLC 1.853 -1,28 267 1,14
2026-02-13 13F Level Four Advisory Services, Llc 56.260 7,89 8.075 9,85
2026-02-20 13F Talisman Wealth Advisors LLC 53.317 3,28 7.659 5,26
2026-02-09 13F Prairie Wealth Advisors, Inc. 0 -100,00 362 1,69
2026-02-17 13F Risk Paradigm Group, LLC 0 -100,00 0
2026-01-26 13F Luminvest Wealth Management LLC 12.549 0,00 1.801 1,87
2026-01-23 13F FSM Wealth Advisors, LLC 4.468 3,74 641 5,60
2026-02-09 13F Morris Financial Concepts, Inc. 2.817 0,00 404 1,76
2026-01-23 13F Oxler Private Wealth LLC 42.546 -8,59 6.106 -6,92
2026-01-28 13F Caliber Wealth Management, LLC / KS 1.565 225
2026-01-20 13F J2 Capital Management Inc 2.348 0,00 337 1,82
2026-01-14 13F Emergent Wealth Advisors, LLC 3.843 9,64 552 11,54
2026-02-05 13F Roberts Glore & Co Inc /il/ 3.118 0,00 447 1,82
2026-02-17 13F Fountainhead AM, LLC 344 -90,89 49 -90,79
2026-02-13 13F Brown Advisory Inc 99.176 6,82 14.234 8,77
2026-02-09 13F Clearwater Capital Advisors, LLC 1.914 0,00 275 1,86
2026-01-28 13F Headland Capital, LLC 1.517 0,13 218 1,88
2026-01-21 13F Raleigh Capital Management Inc. 520 75
2026-01-14 13F Eastern Bank 2.118 0,00 304 1,68
2026-01-16 13F Marino, Stram & Associates Llc 549.805 1,12 78.908 2,97
2026-02-04 13F Topsail Wealth Management, LLC 1.479 0,00 212 1,92
2026-02-06 13F Reliant Investment Partners, LLC 3.588 -3,37 515 -2,10
2026-01-22 13F Willis Johnson & Associates, Inc. 8.034 0,27 1.153 2,13
2026-01-28 13F Accretive Wealth Partners, LLC 88.766 1,27 12.740 3,12
2026-02-17 13F DV Trading LLC 100 14
2026-02-11 13F MCF Advisors LLC 12.725 6,59 1.826 8,56
2026-01-09 13F Community Trust & Investment Co 4.730 -7,99 679 -6,35
2025-11-12 13F CIBC Bancorp USA Inc. 78.425 11.054
2026-01-29 13F Dunhill Financial, LLC 1.929 0,05 277 1,85
2026-02-13 13F Financial Network Wealth Advisors LLC 3.343 2,80 480 4,59
2026-02-11 13F Sunrise Financial Services, LLC 382 55
2026-02-06 13F Cullen/frost Bankers, Inc. 21.278 7,44 3.054 9,39
2026-01-21 13F Baker Ellis Asset Management LLC 135.353 -2,41 19.426 -0,64
2026-01-16 13F RHS Financial, LLC 9.233 93,08 1.325 96,59
2026-02-10 13F IFG Advisory, LLC 216.947 31.136
2026-02-10 13F COFG Advisors, LLC 13.432 1.928
2025-11-14 13F Wetherby Asset Management Inc 10.235 -6,20 1.443 -0,83
2026-02-13 13F Ames National Corp 3.955 16,32 568 18,37
2026-02-13 13F J Hagan Capital, Inc. 13.282 1.906
2026-01-27 13F Keeler & Nadler Financial Planning & Wealth Management 1.575 -0,13 226 1,80
2026-02-02 13F Bay Harbor Wealth Management, LLC 566 0,00 81 2,53
2026-01-27 13F Novem Group 11.883 -2,18 1.705 -0,41
2026-02-13 13F Wealth Dimensions Group, Ltd. 153.925 2,29 22.091 4,15
2026-01-07 13F Magnus Financial Group LLC 8.755 -4,71 1.257 -2,94
2026-02-11 13F Commonwealth Retirement Investments LLC 3.734 -5,78 536 -4,12
2026-02-26 13F Anchor Investment Management, LLC 10.559 0,79 1.515 2,64
2026-01-27 13F Birch Hill Investment Advisors LLC 2.720 35,66 390 38,30
2026-02-03 13F NewEdge Wealth, LLC 12.466 20,64 1.789 23,81
2026-02-12 13F Principal Securities, Inc. 60.965 -0,36 8.750 1,46
2026-02-12 13F Summit Financial, LLC 123.301 9,69 17.696 11,70
2026-01-12 13F Kozak & Associates, Inc. 140 0,00 21 5,26
2026-02-13 13F Mlp3, Llc 5.430 779
2026-01-16 13F Taylor & Morgan Wealth Management, LLC 5.462 0,55 784 2,35
2026-01-14 13F Centurion Wealth Management LLC 14.872 1,04 2.134 2,89
2026-02-05 13F Cornerstone Wealth Management, LLC 8.416 -0,89 1.208 0,84
2026-02-09 13F Fisher Asset Management, LLC 4.382 194,09 629 199,05
2026-01-23 13F Aldebaran Financial Inc. 5.166 7,62 747 10,36
2025-11-12 13F FSA Advisors, Inc. 0 -100,00 0
2026-02-02 13F Legacy Edge Advisors, LLC 3.271 469
2026-01-23 13F Twelve Points Wealth Management LLC 2.258 -6,11 333 -1,78
2026-02-06 13F Forum Private Client Group LLC 221.838 5,31 31.838 7,23
2025-11-14 13F Cubist Systematic Strategies, LLC 18.230 2.570
2026-02-10 13F Yukon Wealth Management, Inc. 0 -100,00 0
2025-11-14 13F Cubist Systematic Strategies, LLC Call 1.800 254
2026-02-17 13F Cardiff Park Advisors, Llc 13.466 0,63 1.933 2,44
2026-01-26 13F PFG Investments, LLC 43.092 1,09 6.185 2,93
2026-02-25 13F Kw Wealth Management Llc 1.640 -5,75 235 -4,08
2026-01-15 13F Fulcrum Capital LLC 10.765 0,00 1.545 1,78
2026-01-21 13F Clayton Financial Group LLC 294 0,00 42 2,44
2026-01-22 13F Red Tortoise LLC 13.105 -0,91 1.881 0,86
2026-01-14 13F Goelzer Investment Management, Inc. 2.431 0,00 349 1,75
2026-01-26 13F Quadrant Private Wealth Management, LLC 5.042 8,69 724 10,72
2026-01-12 13F Breakthru Advisory Services, Llc 5.077 0,00 729 1,82
2026-01-12 13F Brucke Financial, Inc. 1.510 0,67 217 2,86
2026-01-23 13F Bellevue Asset Management, Llc 1.764 0,23 253 2,02
2026-02-18 13F Beacon Pointe Advisors, LLC 229.437 1,04 32.929 2,88
2026-02-13 13F Voya Financial Advisors, Inc. 51.583 -1,65 7.464 1,28
2026-01-22 13F Castle Wealth Management Llc 2.715 -13,37 390 -11,79
2026-01-27 13F Regions Financial Corp 215.956 7,29 30.994 9,25
2026-02-17 13F EFG International AG 4.053 582
2026-02-06 13F Great Diamond Partners, LLC 10.232 9,29 1.468 11,30
2026-02-19 13F CI Private Wealth, LLC 723.201 5,13 103.794 8,56
2025-11-07 13F Synovus Financial Corp 48.828 -0,17 6.883 5,54
2026-02-17 13F Capital Planning Advisors, LLC 5.437 0,00 780 1,83
2026-02-10 13F Harfst & Associates, Inc. 3.470 498
2026-01-28 13F Cornerstone Advisory, LLC 345.556 -0,33 49.594 1,49
2026-02-17 13F Ballast Financial Advisors LLC 2.328 334
2026-02-09 13F Smith Chas P & Associates Pa Cpas 3.245 466
2026-02-02 13F Aurora Private Wealth, Inc. 2.467 14,00 0
2026-02-03 13F Cheviot Value Management, LLC 2.662 0,00 396 4,77
2026-01-27 13F Antonelli Financial Advisors, LLC 21.357 19,10 3.065 21,29
2026-01-30 13F Strategic Blueprint, LLC 9.543 -3,04 1.370 -1,30
2026-02-12 13F WealthSpring Partners, LLC 6.496 -30,21 932 -3,02
2026-02-20 13F Catalyst Investment Management LLC 38.359 5.505
2026-01-12 13F CVA Family Office, LLC 54.497 4,67 7.821 6,58
2026-01-14 13F ORG Wealth Partners, LLC 170 0,00 25 0,00
2026-02-12 13F Logan Capital Management Inc 3.800 0,00 545 1,87
2026-02-10 13F Crescent Grove Advisors, LLC 80.839 1,88 11.602 3,74
2026-01-20 13F Investment Planning Advisors, Inc. 1.886 271
2026-02-17 13F Harvest Investment Services, LLC 1.485 0,13 213 1,91
2026-01-23 13F Westbourne Investment Advisors, Inc. 6.700 0,00 962 1,80
2026-02-04 13F Tsfg, Llc 972 0,00 0
2026-01-09 13F Cambridge Financial Group, LLC 20.506 0,63 2.891 0,63
2026-02-11 13F Arsenal Capital Advisors LLC 18.163 2.607
2026-01-28 13F Southern Farm Bureau Life Insurance 200.033 0,00 29 0,00
2026-02-13 13F Quattro Advisors LLC 512 73
2026-01-27 13F Sterling Financial Planning, Inc. 79.046 3,00 11.345 4,87
2025-10-16 13F Custos Family Office, LLC 0 -100,00 0
2026-02-03 13F SBI Securities Co., Ltd. 582.800 -1,15 83.643 0,65
2026-02-04 13F Gray Private Wealth, LLC 2.172 0,00 312 1,63
2026-02-12 13F Great Lakes Retirement, Inc. 4.730 679
2026-01-06 13F Chemistry Wealth Management LLC 2.701 0,00 388 1,84
2026-02-12 13F Resurgent Financial Advisors LLC 2.737 -5,46 393 -3,92
2026-01-14 13F Cypress Wealth Services, LLC 45.978 0,22 6.599 2,04
2026-02-03 13F Sequoia Financial Advisors, LLC 58.448 15,44 8.389 17,54
2026-02-13 13F Chevy Chase Trust Holdings, Inc. 27.979 -2,92 4.016 -1,16
2026-01-26 13F Seneca Financial Advisors LLC 101.846 6,64 14.617 8,58
2026-02-27 13F Strategic Investment Solutions, Inc. /IL 125 -52,47 18 -54,05
2026-01-27 13F Meritage Portfolio Management 17.794 -1,13 2.554 0,67
2026-02-17 13F Wiley Bros.-aintree Capital, Llc 194.005 7,62 27.835 8,21
2026-01-29 13F Approach Retirement Advisors, LLC 2.268 326
2026-01-29 13F Lee Danner & Bass Inc 5.758 0,00 826 1,85
2026-02-02 13F Robertson Stephens Wealth Management, LLC 74.502 -5,05 10.693 -3,33
2026-02-06 13F Copia Wealth Management 2.150 -1,92 309 0,00
2026-01-28 13F Davis Capital Management 94 0,00 13 0,00
2026-02-02 13F Avidian Wealth Solutions, LLC 14.194 0,82 2.037 2,67
2026-02-24 13F Bell Investment Advisors, Inc 611 0,00 88 1,16
2026-01-23 13F Sage Mountain Advisors LLC 4.180 0,00 600 1,70
2026-02-10 13F Greenwich Wealth Management LLC 9.885 0,00 1 0,00
2025-11-13 13F Texas Capital Bancshares Inc/tx 995 140
2026-02-13 13F Headlands Technologies LLC 0 -100,00 0
2026-02-03 13F Cassaday & Co Wealth Management LLC 3.574 -3,67 513 -1,92
2026-02-03 13F Sigma Investment Counselors Inc 60.078 -1,32 8.622 0,49
2026-02-10 13F Acorn Wealth Advisors, LLC 1.438 -14,05 206 -12,34
2026-02-13 13F Missouri Trust & Investment Co 556 0,00 80 1,28
2026-02-17 13F Evolve Private Wealth, Llc 22.046 3.164
2026-01-26 13F Equity Wealth Partners, LLC 4.652 -0,49 668 1,37
2026-01-15 13F Fifth Third Wealth Advisors LLC 8.897 24,23 1.277 26,46
2026-02-03 13F International Assets Investment Management, Llc 26.135 23,22 3.751 31,39
2026-01-13 13F New Covenant Trust Company, N.A. 20.460 -0,25 2.962 2,42
2026-01-29 13F ArborFi Advisors, LLC 61.060 5,80 8.763 7,73
2026-01-16 13F Clarus Group, Inc. 1.575 0,00 226 2,26
2026-01-27 13F Steele Capital Management, Inc. 136.510 3,63 19.592 5,52
2026-02-13 13F Kcm Investment Advisors Llc 12.482 -6,32 1.791 -4,63
2026-01-23 13F Diversify Advisory Services, LLC 15.383 -1,44 2.290 5,05
2026-02-13 13F Resources Investment Advisors, LLC. 38.342 1,63 5.503 3,48
2026-02-12 13F BRYN MAWR TRUST Co 40.715 23,70 5.843 25,95
2026-02-13 13F Fortitude Advisory Group L.L.C. 4.082 5,26 586 7,14
2026-01-06 13F Canal Capital Management, LLC 2.546 0,67 365 2,53
2026-02-10 13F Ade, Llc 4.548 -0,57 653 1,24
2026-01-20 13F Trust Co Of Toledo Na /oh/ 3.005 0,17 431 2,13
2026-02-11 13F Peachtree Investment Partners, LLC 1.649 0,49 237 2,16
2026-01-30 13F Seek First Inc. 12.204 -3,91 1.751 -2,18
2026-01-28 13F Libra Wealth Llc 4.496 0,00 645 1,90
2026-01-29 13F West Bancorporation Inc 74.140 11,19 10.641 13,22
2026-02-17 13F Hurlow Wealth Management Group, Inc. 3.677 0,00 528 1,74
2026-02-11 13F Next Capital Management LLC 7.778 0,00 1.116 1,82
2026-02-12 13F Advocate Investing Services LLC 12.546 1.801
2025-11-10 13F Siligmueller & Norvid Wealth Advisors LLC 1.938 -61,03 273 -59,01
2026-01-20 13F Independence Bank of Kentucky 41.277 0,00 5.924 1,84
2026-02-13 13F Tradewinds, LLC. 9.092 0,09 1.305 1,88
2026-02-06 13F Envestnet Portfolio Solutions, Inc. 80.027 14,52 11.485 16,61
2026-02-17 13F Main Street Financial Solutions, LLC 9.886 -65,71 1.419 -65,10
2026-02-03 13F Alpha Cubed Investments, LLC 21.661 -1,25 3.109 0,55
2026-01-15 13F Saxony Capital Management, LLC 3.534 19,92 507 22,17
2026-01-21 13F McNamara Financial Services, Inc. 16.752 -2,55 2.404 -0,74
2026-02-12 13F IFC & Insurance Marketing, Inc. 280 0
2026-02-14 13F Howe & Rusling Inc 147.512 59,00 21.171 61,90
2026-01-09 13F Montecito Bank & Trust 22.493 -5,39 3.228 -3,64
2026-01-23 13F High Net Worth Advisory Group LLC 102.923 1,48 14.772 3,33
2026-03-02 13F Amicus Financial Advisors, LLC 14.369 2.062
2026-01-27 13F ZEGA Investments, LLC 2.755 -57,86 395 -57,11
2026-02-03 13F Morse Asset Management, Inc 11 0,00 2 0,00
2026-01-22 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 6.706 -2,46 962 -1,74
2026-02-04 13F Ameritas Advisory Services, LLC 65.388 58,22 9.384 61,13
2026-01-15 13F Capital Advisors Inc/ok 14.002 1,88 2.010 3,72
2026-01-21 13F Summa Corp. 4.000 0,00 574 1,95
2026-01-21 13F Newbridge Financial Services Group, Inc. 237 0,00 34 0,00
2026-02-11 13F Vermillion Wealth Management, Inc. 11.711 -3,22 1.681 -1,47
2026-02-02 13F Vawter Financial, Ltd. 1.800 0,00 258 1,98
2026-02-06 13F Evergreen Wealth Management, LLC 70.844 1,46 10.168 3,31
2026-02-11 13F Dearborn Partners Llc 2.400 26,32 344 28,84
2026-01-27 13F Journey Advisory Group, LLC 2.828 -3,74 406 -2,17
2026-01-14 13F First County Bank /CT/ 27.789 36,16 3.988 38,66
2026-02-12 13F Great Valley Advisor Group, Inc. 16.225 40,32 2.328 42,91
2026-01-08 13F Versant Capital Management, Inc 577 83
2026-01-23 13F Private Wealth Management Group, LLC 100 14
2026-01-26 13F Keystone Wealth Services, LLC 4.371 -5,02 627 -3,24
2026-02-05 13F Cardinal Point Capital Management, ULC 2.263 0,00 325 2,86
2026-02-09 13F Green Square Capital Advisors Llc 30.606 4.393
2026-02-09 13F Frazier Financial Advisors, LLC 1.478 0,68 212 2,91
2026-01-13 13F Stephens Consulting, LLC 3.601 25,51 517 27,72
2026-01-09 13F BOS Asset Management, LLC 1.534 0,00 220 1,85
2026-02-09 13F Clear Investment Research, Llc 0 -100,00 0
2026-02-06 13F Associated Banc-corp 72.355 -8,37 10.384 -6,69
2026-02-10 13F Brentview Investment Management LLC 0 -100,00 0
2026-01-27 13F Sage Financial Group Inc 3.654 2,07 524 3,97
2026-01-28 13F APS Management Group, Inc. 13.981 -1,45 2.007 0,35
2026-02-17 13F Keebeck Wealth Management, LLC 2.270 0,00 326 1,88
2026-02-10 13F Syntegra Private Wealth Group, LLC 3.600 0,00 517 1,78
2026-01-08 13F Charis Legacy Partners, LLC 4.393 3,68 630 5,53
2026-01-28 13F Leelyn Smith, LLC 62.955 -1,97 9.035 -0,18
2026-02-13 13F TFB Advisors LLC 20.765 13,86 2.980 16,32
2025-11-13 13F Obsidian Personal Planning Solutions LLC 4.179 0,00 587 5,39
2026-02-02 13F JDM Financial Group LLC 777 0,00 111 1,83
2026-02-17 13F Integrated Advisors Network LLC 104.846 -12,17 15.047 -10,57
2026-01-23 13F Galvin, Gaustad & Stein, LLC 1.750 0,00 251 2,03
2026-02-04 13F Hirtle Callaghan & Co LLC 4.306 -6,02 618 -4,34
2025-11-14 13F Skopos Labs, Inc. 0 -100,00 0
2026-01-23 13F Tower View Investment Management & Research LLC 3.653 -4,97 524 -3,14
2026-02-13 13F Veridan Wealth LLC 0 -100,00 0
2026-02-12 13F CIBC Private Wealth Group, LLC 72.144 -2,99 10.354 -1,21
2026-02-04 13F Bridgewealth Advisory Group, LLC 38.431 -0,19 5.516 1,62
2026-02-10 13F Texas Yale Capital Corp. 2.668 0,00 383 1,60
2026-02-11 13F Strategic Advocates LLC 8.884 -2,73 1.284 -0,23
2026-02-13 13F TRUE Private Wealth Advisors 17.389 -4,01 2.496 -2,27
2026-02-03 13F Winch Advisory Services, LLC 2.132 1,33 306 3,04
2026-02-10 13F Garde Capital, Inc. 5.305 0,00 761 1,87
2026-03-05 13F Bayban 5.278 757
2026-01-29 13F Howard Wealth Management, Llc 111.875 2,94 16.056 4,81
2026-02-04 13F UNIVEST FINANCIAL Corp 0 -100,00 0 -100,00
2026-02-09 13F Kuhn & Co Investment Counsel 17.537 151,64 2.517 156,21
2026-02-09 13F Mathes Company, Inc. 5.275 -1,40 1
2025-11-13 13F Fft Wealth Management Llc 0 -100,00 0 -100,00
2025-11-05 13F SPC Financial, Inc. 1.570 0,00 221 5,74
2026-01-13 13F Capital Investment Advisors, LLC 18.508 2,23 2.656 4,12
2026-01-20 13F Joule Financial, LLC 0 -100,00 0
2026-01-22 13F Pinnacle Bancorp, Inc. 1.234 -2,37 177 -0,56
2026-01-27 13F Stillwater Wealth Management Group 2.264 0,76 325 2,53
2026-01-27 13F HCR Wealth Advisors 642.119 0,65 92.157 2,52
2026-01-23 13F DHJJ Financial Advisors, Ltd. 892 -2,73 128 -1,55
2026-02-11 13F Dorsey & Whitney Trust CO LLC 53.540 -0,14 7.684 1,68
2026-02-24 13F Astoria Portfolio Advisors LLC. 3.007 -7,39 464 1,09
2025-10-15 13F Financial Management Professionals, Inc. 0 -100,00 0
2026-02-09 13F Key FInancial Inc 8.710 1,11 1.250 2,88
2025-11-10 13F Lion Street Advisors, LLC 14.913 -43,81 1.617 -54,30
2026-01-28 13F Atwood & Palmer Inc 199 1,02 28 3,70
2026-01-29 13F Concord Asset Management, LLC/VA 6.907 3,43 991 5,31
2026-02-06 13F Csenge Advisory Group 2.220 5,97 319 7,80
2026-01-06 13F Investors Research Corp 59.407 3,94 8.526 5,83
2026-01-09 13F Atlas Brown,Inc. 1.495 215
2026-02-06 13F Condor Capital Management 6.928 0,00 994 1,84
2026-02-13 13F Motiv8 Investments LLC 45 0
2026-02-12 13F Mason Investment Advisory Services, Inc. 4.563 0,00 655 1,71
2026-01-07 13F Fragasso Group Inc. 7.192 2,83 1.032 4,35
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0
2026-02-02 13F Millstone Evans Group, LLC 5.182 163,98 744 169,20
2026-01-26 13F Sterling Wealth Advisors Inc 1.892 0,00 272 2,26
2026-02-02 13F B.O.S.S. Retirement Advisors, LLC 5.418 -67,29 778 -66,71
2026-02-10 13F Resolute Capital, Llc 8.754 1.256
2026-02-17 13F Perennial Investment Advisors, LLC 2.154 309
2026-02-17 13F Ameriprise Financial Inc 4.187.841 4,19 601.622 6,21
2026-01-30 13F Citizens Financial Group Inc/ri 21.290 2,84 3.056 4,69
2025-11-05 13F Moloney Securities Asset Management, LLC 7.782 -67,99 1.097 -66,18
2026-01-05 13F Noble Wealth Management PBC 608 0,66 87 2,35
2026-02-06 13F Mjp Associates Inc /adv 25.324 -14,63 3.635 -13,06
2026-02-10 13F Lcnb Corp 3.770 0,00 541 1,88
2026-01-20 13F Fundamentun, Llc 11.375 0,04 1.633 1,87
2026-01-30 13F Arlington Trust Co LLC 434.636 -1,27 62.379 0,53
2026-02-12 13F Chilton Capital Management Llc 177 -41,97 25 -41,86
2026-01-23 13F Eagle Bay Advisors LLC 3.029 -11,09 435 -9,58
2026-02-03 13F Capital City Trust Co/fl 16.648 -1,84 2.389 -0,04
2026-02-09 13F Texas Capital Bank Wealth Management Services Inc 10.206 140,20 1.465 144,82
2026-01-12 13F Founders Grove Wealth Partners, Llc 50.977 -5,04 7.316 -3,30
2026-02-17 13F Spears Abacus Advisors LLC 2.489 -5,86 357 -4,03
2026-01-23 13F Brown, Lisle/cummings, Inc. 4.110 0,00 590 1,73
2026-01-06 13F Sage Capital Advisors,llc 8.558 15,15 1.228 17,29
2026-02-09 13F White Lighthouse Investment Management Inc. 471.838 1,92 67.718 3,78
2026-02-10 13F WASHINGTON TRUST Co 218.515 0,92 31.361 2,76
2026-02-05 13F Pinnacle Associates Ltd 543.929 1,15 78.065 3,00
2026-01-23 13F R. W. Roge & Company, Inc. 14.423 -0,01 2 0,00
2026-02-12 13F Quadrant Capital Group Llc 4.541 0,00 652 1,72
2026-02-12 13F Gerber Kawasaki Wealth & Investment Management 2.779 3,16 399 5,01
2026-02-04 13F Northeast Investment Management 4.004 0,00 575 1,77
2026-02-05 13F Mission Wealth Management, Lp 49.622 -4,30 7.122 -2,56
2026-02-18 13F Onyx Bridge Wealth Group LLC 38.888 6,67 5.581 8,62
2026-01-20 13F Arta Finance Wealth Management LLC 1.471 211
2026-02-03 13F McIlrath & Eck, LLC 150 0,00 22 0,00
2026-02-03 13F Brandywine Oak Private Wealth Llc 9.520 0,00 1.366 1,86
2026-01-23 13F Blue Sky Capital Consultants Group, Inc. 2.230 1,36 320 3,23
2026-02-03 13F Retirement Planning Group 1.417 203
2026-01-15 13F Highline Wealth Partners Llc 364 -50,48 52 -49,51
2026-01-12 13F Burns J W & Co Inc/ny 59.482 -3,21 8.537 -1,44
2026-02-13 13F Advyzon Investment Management, LLC 4.286 615
2026-01-27 13F Chaney Capital Management, Inc. 44.634 -1,06 6.406 0,74
2026-02-09 13F Prospera Financial Services Inc 33.052 2,57 4.753 4,48
2026-02-11 13F Buckingham Strategic Partners 65.550 20,49 9.408 22,63
2026-02-02 13F Opes Wealth Management LLC 17.479 -0,13 2.509 1,70
2026-02-12 13F Pettinga Financial Advisors, LLC 68.928 -5,60 9.893 -3,88
2026-01-23 13F Investment Advisory Group, LLC 186.045 3,77 26.701 5,66
2026-02-09 13F Rooted Wealth Advisors, Inc. 46.867 -9,91 7.161 -2,76
2026-01-26 13F Liberty Capital Management, Inc. 9.333 -1,01 1.339 0,83
2026-02-17 13F NorthRock Partners, LLC 7.335 -8,81 1.053 -7,15
2026-01-22 13F Westbourne Investments, Inc. 9.626 -5,68 1.382 -3,70
2026-02-17 13F Cetera Investment Advisers 2.645.151 6,31 379.632 8,25
2026-02-04 13F Global Wealth Management Investment Advisory, Inc. 98.270 5,32 14.104 7,24
2026-02-11 13F Cedar Mountain Advisors, LLC 707 0,00 101 2,02
2026-02-11 13F Francis Financial, Inc. 108.113 -6,93 15.516 -5,23
2026-02-05 13F Western Wealth Management, LLC 38.444 37,17 5.518 39,67
2026-02-13 13F Financial Freedom, LLC 1.774 0,57 255 2,42
2026-01-14 13F Keystone Global Partners, LLC 3.813 0,00 547 1,86
2026-02-05 13F Dana Investment Advisors, Inc. 1.539 221
2026-02-11 13F VeraBank, N.A. 20.845 7,98 2.992 9,92
2026-02-11 13F TCTC Holdings, LLC 781 0,00 112 1,82
2026-02-11 13F Zions Bancorporation, National Association /ut/ 167 24
2026-02-17 13F Centennial Bank/AR/ 153 0,00 22 0,00
2026-01-16 13F SWS Partners 4.254 -2,61 611 -0,81
2026-01-29 13F Advisors Capital Management, LLC 29.048 2,54 4.169 4,38
2026-02-17 13F Greenline Partners, LLC 2.099 0,24 301 2,03
2026-01-21 13F Signature Resources Capital Management, LLC 60 0,00 9 0,00
2026-02-18 13F Financial Advisory Service, Inc. 13.555 5,80 1.945 7,76
2026-01-28 13F Confluence Wealth Services, Inc. 24.670 0,35 3.541 2,16
2026-01-12 13F AllSquare Wealth Management LLC 200 0,00 28 7,69
2026-02-13 13F Schroder Investment Management Group 20.320 1,40 2.916 3,26
2026-02-17 13F Wealth Management Strategies, Inc. 2.501 -0,79 359 0,85
2026-01-26 13F Pennsylvania Capital Management Inc /adv 10.441 0,00 1.498 1,84
2026-02-24 13F Chelsea Counsel Co 61.650 0,00 8.848 1,83
2026-02-03 13F CGC Financial Services, LLC 509 0,00 73 2,82
2026-02-17 13F Van Den Berg Management I, Inc 2.857 -5,77 410 -3,98
2026-01-26 13F Trinity Legacy Partners, LLC 11.907 1,22 1.709 3,33
2026-02-12 13F Cloud Capital Management, LLC 0 -100,00 0
2026-02-06 13F Keudell/Morrison Wealth Management 74.511 -50,43 10.694 -46,64
2026-01-12 13F Sentinel Pension Advisors Inc 1.791 0,00 257 1,98
2026-02-10 13F Fort Sheridan Advisors Llc 7.437 -1,82 1.067 0,00
2026-01-20 13F Tritonpoint Wealth, Llc 45.781 -0,03 6.570 1,80
2026-01-14 13F Exchange Traded Concepts, Llc 41.535 84.665,31 5.961 99.250,00
2026-02-13 13F McAdam, LLC 3.693 0,03 530 1,73
2026-01-14 13F Ironwood Wealth Management, Inc. 92.786 -2,38 13.664 4,57
2026-02-13 13F Clarity Asset Management, Inc. 524 0,58 75 2,74
2025-11-21 13F Forefront Analytics, LLC 0 -100,00 0 -100,00
2026-01-22 13F Montz Harcus Wealth Management LLC 65.927 2,08 9.462 3,94
2026-01-23 13F Ritholtz Wealth Management 29.928 3,70 4.295 5,61
2026-01-20 13F American National Bank 340 0,00 49 2,13
2026-01-14 13F ORG Partners LLC 1.369 0,00 197 1,55
2026-02-05 13F 626 Financial, LLC 1.686 0,00 242 1,69
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-02-09 13F Sandy Cove Advisors, LLC 2.999 -5,87 430 -4,23
2026-01-28 13F Boston Trust Walden Corp 2.935 0,00 421 1,94
2026-01-26 13F MOKAN Wealth Management Inc. 12.190 48,89 1.750 51,56
2026-01-30 13F RCW Management, LLC 3.780 543
2025-11-12 13F Cobblestone Capital Advisors Llc /ny/ 1.428 -9,79 201 -4,74
2026-01-13 13F Mather Group, Llc. 13.194 4,28 1.894 6,17
2026-02-17 13F Fmr Llc 295.710 11,96 42.440 14,00
2026-01-07 13F KFA Private Wealth Group, LLC 9.761 -1,78 1.401 0,00
2026-02-12 13F Annandale Capital, LLC 168.517 7,91 24 -89,09
2026-02-19 13F TMB Capital Partners, LLC 8.075 1.159
2026-01-27 13F Northstar Asset Management Llc 38.485 1,10 5.523 2,95
2026-02-12 13F Wedbush Securities Inc 11.779 69,41 2
2026-02-06 13F EverSource Wealth Advisors, LLC 47.895 0,40 6.874 2,23
2026-01-15 13F Archford Capital Strategies, LLC 5.497 -1,17 789 0,64
2026-02-10 13F Essex Financial Services, Inc. 170.596 2,99 24.484 4,87
2026-02-10 13F Savant Capital, LLC 27.229 13,21 3.908 15,25
2026-01-13 13F Balanced Wealth Group Llc 2.999 0,13 423 4,96
2026-02-10 13F KERR FINANCIAL PLANNING Corp 2.859 87,23 418 94,42
2026-01-12 13F Rialto Wealth Management, LLC 1.389 0,00 199 2,05
2026-02-04 13F Pensionmark Financial Group, Llc 84.572 39,09 10.052 17,29
2026-02-13 13F Integrated Wealth Concepts LLC 176.833 -16,12 25.379 -14,59
2025-11-12 13F Armis Advisers, LLC 19.452 133,52 2.720 142,21
2026-02-05 13F Unconventional Investor, LLC 2.989 0,00 429 1,66
2026-02-11 13F Mascagni Wealth Management, Inc. 9.847 -2,02 1.413 -0,21
2026-01-13 13F Trinity Financial Advisors LLC 40.781 -7,63 5.853 -5,95
2026-02-04 13F Naples Global Advisors, Llc 2.084 -38,71 299 -37,58
2026-02-17 13F Agf Management Ltd 37.465 -1,80 5.377 -0,02
2026-01-16 13F Selective Wealth Management, Inc. 2.680 9,34 398 15,36
2026-02-17 13F Amussen Hunsaker Associates Llc 112.933 10,74 16.208 12,71
2026-02-02 13F Estate Counselors, LLC 2.585 371
2026-02-13 13F Cozad Asset Management Inc 20.161 -3,94 2.893 -2,20
2026-02-06 13F Cedar Wealth Management, LLC 4.798 0,00 689 1,78
2026-02-10 13F Foundations Investment Advisors, LLC 49.098 58,01 7.047 60,90
2026-02-10 13F Heritage Trust Co 3.878 -31,45 557 -30,24
2026-01-27 13F Oak Harvest Investment Services 183.259 1,72 26.301 3,57
2026-01-23 13F Westside Investment Management, Inc. 155.785 1,14 22.367 3,03
2026-02-24 13F Alternative Investment Advisors, LLC. 1.434 -1,44 206 0,49
2026-01-29 13F UMA Financial Services, Inc. 450 0,00 65 1,59
2026-02-13 13F LGT Financial Advisors LLC 1.314 -0,98 189 0,53
2026-01-12 13F Willner & Heller, Llc 3.472 0,20 498 2,05
2026-02-06 13F Van Hulzen Asset Management, LLC 4.832 1,11 693 2,97
2026-02-10 13F Cherry Tree Wealth Management, LLC 92.056 0,27 13.212 2,09
2026-02-06 13F Northwest Wealth Advisors, LLC 2.433 349
2026-01-12 13F Client 1st Advisory Group, Llc 2.293 0,00 329 1,86
2026-01-06 13F Collective Family Office Llc 17.194 -2,47 2.468 -0,68
2026-01-29 13F Calamos Wealth Management LLC 2.592 -2,63 372 -0,80
2026-02-12 13F Quantum Capital Management, LLC / NJ 21.982 3.155
2026-03-04 13F SHP Wealth Management 7.826 1.123
2026-02-13 13F/A Newport Capital Group, LLC 2.780 0,00 399 1,79
2026-02-13 13F Venture Visionary Partners LLC 220.806 1,11 31.793 3,29
2026-01-20 13F Investment Research & Advisory Group, Inc. 38 0,00 5 0,00
2026-01-23 13F Mustard Seed Financial, LLC 4.867 0,83 699 2,65
2025-11-04 13F Pineridge Advisors LLC 356 -9,41 50 -3,85
2026-02-09 13F Roundview Capital LLC 18.254 -0,76 2.620 1,04
2026-02-11 13F TruNorth Capital Management, LLC 1.638 0,00 235 2,17
2026-01-29 13F Bravias Capital Group, LLC 5.073 4,02 728 5,97
2026-02-13 13F Journey Strategic Wealth Llc 1.625 -23,85 233 -22,33
2026-01-21 13F Greenhouse Wealth Management, LLC 7.166 0,55 1.028 2,39
2026-02-12 13F Reality Financial Planning Services, LLC 118.038 16.941
2026-01-08 13F Grove Bank & Trust 1.364 0,00 196 1,56
2026-01-23 13F Clear Creek Financial Management, LLC 5.969 12,20 857 14,29
2026-02-10 13F Clarity Capital Advisors, LLC 17.052 -1,42 2.447 0,37
2026-02-13 13F Goldstone Financial Group, LLC 67.617 6,42 9.704 8,36
2026-01-26 13F Independent Wealth Network Inc. 18.871 -0,66 2.708 1,16
2026-02-10 13F Tidemark, LLC 831 0,00 119 1,71
2026-01-20 13F Home Federal Bank Of Tennessee 2.087 13,55 300 15,44
2026-01-16 13F West Branch Capital LLC 1.873 -36,01 269 -34,95
2026-02-18 13F Andrews Advisory Associates, LLC 8.674 1.245
2026-01-21 13F MBE Wealth Management, LLC 3.681 17,83 528 20,00
2026-02-18 13F Crusonia Wealth Advisors LLC 2.114 303
2026-01-27 13F Human Investing LLC 246.463 0,08 35.372 1,90
2026-01-27 13F Vision Capital Management, Inc. 8.168 -1,04 1.172 0,77
2026-01-27 13F Revisor Wealth Management LLC 1.985 -1,68 294 3,89
2026-02-10 13F Meramec Financial Planners, LLC 2.042 317
2026-01-21 13F Finward Bancorp 9.353 -8,70 1.342 -7,00
2026-01-13 13F West Financial Advisors, LLC 427 0,00 61 1,67
2026-02-06 13F Summit Wealth Group, LLC 5.261 0,00 755 1,89
2026-02-09 13F Unified Investment Management 1.716 0,00 246 2,07
2026-02-10 13F Advisor Resource Council 1.779 267
2025-11-14 13F Walleye Trading LLC Put 0 -100,00 0 -100,00
2026-01-07 13F Corsicana & Co. 375 0,00 54 1,92
2026-02-12 13F Hudock, Inc. 2.077 -2,03 298 0,00
2026-02-17 13F Second Line Capital, LLC 1.844 0,05 265 1,93
2026-01-27 13F Summit Wealth Partners, LLC 77.822 -1,59 11.169 0,20
2026-02-13 13F Gen-Wealth Partners Inc 432 0,00 62 3,33
2026-01-29 13F Index Fund Advisors, Inc. 2.441 0,04 350 2,04
2026-01-15 13F Hengehold Capital Management Llc 4.182 0,00 600 1,87
2026-01-20 13F Jackson Wealth Management, LLC 24.248 5,50 3.480 7,41
2026-02-02 13F Alliance Wealth Advisors, LLC /UT 150.847 1.566,08 21.650 1.596,63
2026-01-22 13F Bfsg, Llc 4.924 1,90 707 3,67
2026-02-17 13F Covington Investment Advisors Inc. 55.803 23,95 8 33,33
2026-01-20 13F Hippocratic Financial Advisors, LLC 30.497 -0,61 4.377 1,18
2026-01-30 13F Belleair Asset Management, LLC 2.755 395
2026-01-23 13F Northwest Quadrant Wealth Management, LLC 1.397 -10,79 201 -9,09
2026-02-17 13F Evercore Wealth Management, LLC 2.223 0,00 319 1,92
2026-01-27 13F First Horizon Corp 120.735 37,30 17.328 39,80
2026-02-11 13F Franklin Resources Inc 33.469 127,80 4.803 132,03
2026-02-11 13F O'shaughnessy Asset Management, Llc 66.876 11,57 9.598 13,61
2026-02-12 13F Front Row Advisors LLC 250 0,00 36 0,00
2026-01-14 13F Flywheel Private Wealth LLC 41.365 -0,01 5.937 1,82
2026-02-13 13F Allianz Se 560 0,00 80 2,56
2026-02-17 13F Optiver Holding B.V. 0 -100,00 0
2026-01-14 13F Waldron Private Wealth LLC 337.278 -2,22 48.406 -0,44
2026-02-06 13F BOK Financial Private Wealth, Inc. 21.394 34,48 3.070 36,93
2026-02-13 13F marrick wealth, LLC 1.442 207
2026-02-13 13F Wells Fargo & Company/mn 5.506.257 3,86 790.258 5,75
2026-01-26 13F Mirae Asset Global Investments Co., Ltd. 16.900 -14,21 2.425 -12,64
2026-02-17 13F Mpwm Advisory Solutions, Llc 0 -100,00 0
2026-01-21 13F Woodmont Investment Counsel Llc 67.384 -0,18 9.671 1,65
2026-01-23 13F Smallwood Wealth Investment Management, LLC 580 5,45 83 7,79
2026-02-04 13F Tepp RIA, LLC 108.931 3,96 15.634 5,86
2026-02-19 13F Claris Financial LLC 10.836 7,30 1.555 15,53
2026-01-23 13F Evolution Advisers, Inc. 1.678 0,00 0
2026-02-10 13F Twin Peaks Wealth Advisors, LLC 1.726 20,95 269 33,33
2026-02-12 13F Financial Engines Advisors L.L.C. 15.746 5,59 2.260 7,52
2026-01-21 13F Elwood & Goetz Wealth Advisory Group, LLC 1.495 0,00 215 1,90
2026-02-11 13F Capital Group Private Client Services, Inc. 11.229 0,38 1.612 2,22
2026-02-17 13F Sun Group Wealth Partners 1.462 210
2026-01-30 13F Sage Rhino Capital Llc 52.538 -1,69 7.540 0,11
2026-01-07 13F Central Pacific Bank - Trust Division 26 0,00 4 0,00
2026-02-13 13F First National Bank Of Omaha 68.742 1.906,48 9.932 1.960,58
2026-01-26 13F Northwest Financial Advisors 0 -100,00 0
2026-01-28 13F SP Asset Management LLC 15.386 0,65 2.208 2,51
2026-02-10 13F Thoroughbred Financial Services, Llc 17.152 0,53 2 0,00
2026-01-20 13F Coastal Investment Advisors, Inc. 2.512 -26,03 361 -24,69
2026-02-11 13F Flagship Wealth Advisors, Llc 122.895 6,53 17.638 8,47
2026-02-17 13F Fairscale Capital, LLC 9.930 0,21 1.425 2,08
2025-11-06 13F Gunma Bank,Ltd. 30.051 -35,93 4 -33,33
2026-02-11 13F Ipsen Advisor Group LLC 4.308 -1,31 618 0,49
2026-01-21 13F Stock Yards Bank & Trust Co 11.225 12,19 1.611 14,26
2026-02-04 13F Opinicus Capital, Inc. 12.446 -0,56 1.786 1,25
2026-02-10 13F Bank of New York Mellon Corp 144.815 9,29 20.784 11,29
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