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

Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
GB ˙ LSE ˙ US9219464065
Grundlæggende statistik
Institutionelle ejere 2044 total, 2038 long only, 1 short only, 5 long/short - change of 2,81% MRQ
Gennemsnitlig porteføljeallokering 0.7381 % - change of 2,64% MRQ
Institutionelle aktier (lange) 189.283.383 (ex 13D/G) - change of 14,60MM shares 8,36% MRQ
Institutionel værdi (lang) $ 25.363.142 USD ($1000)
Institutionelt ejerskab og aktionærer

Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF (GB:0LMF) har 2044 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 189,283,383 aktier. Største aktionærer omfatter Bank Of America Corp /de/, Morgan Stanley, Gallagher Fiduciary Advisors, LLC, Raymond James Financial Inc, LPL Financial LLC, Wells Fargo & Company/mn, Jpmorgan Chase & Co, Creative Planning, UBS Group AG, and Ameriprise Financial Inc .

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%.

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
(%)
2026-04-08 13F Miracle Mile Advisors, LLC 38.590 3,85 5.715 7,16
2026-05-14 13F Gunpowder Capital Management, LLC dba Oliver Wealth Management 555 0,00 82 3,80
2026-04-16 13F Sterling Investment Counsel, LLC 2.862 0,21 424 3,42
2026-05-12 13F Kovack Advisors, Inc. 21.158 2,55 3.130 5,71
2026-04-21 13F Tenon Financial LLC 2.551 0,00 378 3,01
2026-05-07 13F Northwestern Mutual Wealth Management Co 345.677 6,99 51.195 10,41
2026-05-15 13F Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 182.505 -0,77 27.029 2,39
2026-05-13 13F Signature Equity Partners, LLC 1.826 2,70 270 5,88
2026-05-09 13F MSH Capital Advisors LLC 50.165 4,22 7.429 7,56
2026-05-12 13F M Holdings Securities, Inc. 31.077 -4,05 5 0,00
2026-04-28 13F Winthrop Capital Management, LLC 409 0,00 0
2026-02-12 13F Litman Gregory Asset Management LLC 435 62
2026-05-13 13F BCJ Capital Management, LLC 2.310 -19,09 342 -16,38
2026-04-23 13F 3Chopt Investment Partners, LLC 9.376 1,88 1.389 5,15
2026-04-22 13F Romano Brothers And Company 79.988 1,29 11.846 4,53
2026-04-29 13F CVA Family Office, LLC 59.390 8,98 8.796 12,45
2026-05-11 13F RiverFront Investment Group, LLC 1.700 0,00 252 3,29
2026-04-21 13F Dougherty Wealth Advisers LLC 8.709 -20,00 1.290 -17,48
2026-04-21 13F Hippocratic Financial Advisors, LLC 28.088 -7,90 4.160 -4,96
2026-05-08 13F Retirement Planning Co of New England, Inc. 9.132 0,75 1.352 4,00
2026-04-06 13F CX Institutional 32.802 -0,59 5 0,00
2026-05-12 13F Daybright Advisory Services, Inc. 65.731 -1,43 9.735 1,71
2026-05-15 13F Fiduciary Trust Co 80.547 0,96 11.929 4,18
2026-04-14 13F West Branch Capital LLC 1.782 -4,86 264 -1,87
2026-04-13 13F Bank of New Hampshire 532 0,00 79 2,63
2026-05-05 13F Meridian Management Co 4.855 0,00 719 3,30
2026-05-15 13F Transamerica Financial Advisors, Inc. 0 -100,00 0
2026-05-14 13F Fca Corp /tx 12.032 -1,70 1.782 1,42
2026-04-22 13F Carroll Advisory Group, LLC 2.193 24,46 325 28,57
2026-04-23 13F Lazari Capital Management, Inc. 9.992 -0,17 1.480 2,99
2026-05-12 13F/A Signature Securities Group Corporation 17.111 10,86 2.534 14,40
2026-04-22 13F tru Independence LLC 0 -100,00 0
2026-05-15 13F Talisman Wealth Advisors LLC 54.377 1,99 8.053 5,14
2026-05-05 13F Legacy Advisors, LLC 34.875 1,25 5.165 4,47
2026-01-21 13F Future Financial Wealth Managment LLC 0 -100,00 0
2026-04-23 13F Seek First Inc. 11.633 -4,68 1.723 -1,66
2026-05-11 13F Fourth Dimension Wealth, LLC 100 0,00 15 0,00
2026-04-29 13F Montz Harcus Wealth Management LLC 67.045 1,70 9.929 4,95
2026-05-13 13F Lido Advisors, LLC 258.466 -0,91 38.279 3,81
2026-04-29 13F Sageworth Trust Co 18.944 0,00 2.806 3,20
2026-05-08 13F Summit Wealth & Retirement Planning, Inc. 4.434 -5,26 657 -2,24
2026-05-06 13F Hamilton Point Investment Advisors, LLC 1.372 -16,75 203 -13,98
2026-04-10 13F Capital Advantage, Inc. 15.977 -1,55 2.366 1,59
2026-05-07 13F Richard C. Young & CO., LTD. 28.174 -2,00 4.173 1,11
2026-04-24 13F Mitchell & Pahl Private Wealth, Llc 3.256 0,00 482 3,21
2026-05-01 13F/A Lodestone Wealth Management LLC 514 0,00 76 4,11
2026-04-14 13F Papp L Roy & Associates 3.126 -2,04 463 1,09
2026-05-20 13F/A Arete Wealth Advisors, LLC 12.780 -1,13 1.891 189.000,00
2026-04-13 13F Mlp3, Llc 5.430 0,00 804 3,21
2026-05-14 13F Select Asset Management & Trust 3.437 -97,48 1 -100,00
2026-04-08 13F DiNuzzo Private Wealth, Inc. 1.476 0,00 219 3,32
2026-04-06 13F GAMMA Investing LLC 1.436 46,98 213 51,43
2026-05-12 13F Cheviot Value Management, LLC 2.662 0,00 394 -0,25
2026-05-01 13F Jmac Enterprises Llc 53.457 1,63 7.917 4,86
2026-05-12 13F Focused Alpha, Llc 20.090 5,66 2.975 9,05
2026-04-21 13F Maseco Llp 28.634 -2,90 4.240 0,19
2026-04-28 13F Fortis Capital Advisors, LLC 3.330 16,15 493 19,95
2026-05-15 13F Harbour Investments, Inc. 100.459 54,07 14.878 59,00
2026-04-02 13F Byrne Asset Management LLC 229 0,00 34 3,13
2026-04-29 13F Duncker Streett & Co Inc 9.439 -2,98 1.398 0,07
2026-04-29 13F Invested Advisors 4.318 -0,14 640 3,06
2026-05-05 13F Clarity Asset Management, Inc. 527 0,57 78 4,00
2026-02-06 13F Redmont Wealth Advisors Llc 3.529 0,00 506 1,81
2026-04-15 13F Atwood & Palmer Inc 2.328 1.069,85 345 1.128,57
2026-04-22 13F Stone House Investment Management, LLC 1.713 4,64 254 7,66
2026-05-01 13F Slagle Financial, LLC 1.604 -53,51 237 -52,12
2026-05-11 13F Texas Capital Bank Wealth Management Services Inc 10.206 0,00 1.512 3,21
2026-05-01 13F Sterling Investment Management, Inc. 0 -100,00 0
2026-01-26 13F Thomasville National Bank 9.858 -5,06 1.415 -3,35
2026-04-16 13F Rockland Trust Co 33.801 -3,02 5.006 0,06
2026-04-20 13F Ritholtz Wealth Management 30.261 1,11 4.482 4,33
2026-04-15 13F Cypress Wealth Services, LLC 45.221 -1,65 6.697 1,50
2026-05-13 13F Consultiva Wealth Management, Corp. 22.757 -4,27 3.370 -1,20
2026-05-01 13F Castle Wealth Management Llc 2.649 -2,43 392 0,77
2026-04-09 13F Tompkins Financial Corp 6.384 30,18 945 34,42
2026-04-08 13F Exchange Bank 3.085 10,69 457 14,29
2026-05-08 13F Sofos Investments, Inc. 27 0,00 4 0,00
2026-05-15 13F Amussen Hunsaker Associates Llc 122.013 8,04 18.070 11,49
2026-04-03 13F Investors Research Corp 62.358 4,97 9.235 8,32
2026-05-15 13F IHT Wealth Management, LLC 48.615 22,99 7.200 26,92
2026-04-22 13F Kapstone Financial Advisors LLC 29.489 0,32 4.367 3,53
2026-05-07 13F Agf Management Ltd 34.565 -7,74 5.119 -4,78
2026-04-27 13F CWS Financial Advisors, LLC 1.534 227
2026-05-13 13F Tobias Financial Advisors, Inc. 8.660 0,80 1.283 4,06
2026-02-13 13F Squarepoint Ops LLC 0 -100,00 0 -100,00
2026-04-24 13F Livet Wealth, LLC 21.641 -0,92 3.205 2,27
2026-05-11 13F Hamrick Investment Counsel, llc 1.298 192
2026-05-05 13F Opinicus Capital, Inc. 12.671 1,81 1.877 5,04
2026-05-12 13F Strategic Wealth Partners, Ltd. 13.830 6,03 2.048 9,40
2026-05-13 13F AE Wealth Management LLC 42.819 -80,04 6.341 -79,40
2026-04-09 13F Clarity Capital Advisors, LLC 17.002 -0,29 2.518 2,90
2026-04-21 13F Valley Forge Investment Consultants Inc Adv 8.414 0,11 1.246 3,32
2026-04-29 13F Advance Capital Management, Inc. 4.860 0,02 720 3,16
2026-05-14 13F Stonebridge Capital Advisors LLC 102.764 0,69 15.219 3,91
2026-05-11 13F Strengthening Families & Communities, LLC 2.169 321
2026-05-14 13F Spreng Capital Management, Inc. 79.953 18,49 11.841 22,27
2026-01-29 13F Prepared Retirement Institute LLC 0 -100,00 0
2026-04-28 13F Kathmere Capital Management, LLC 1.403 208
2026-05-05 13F Collaborative Wealth Managment Inc. 8.612 -9,97 1.275 -7,07
2026-04-09 13F Rockingstone Advisors LLC 16.807 1,54 2.489 4,80
2026-04-16 13F Johnson Bixby & Associates, LLC 2.386 0,08 353 3,22
2026-04-27 13F Pensionmark Financial Group, Llc 79.740 -5,71 11.809 -2,70
2026-05-13 13F Philadelphia Trust Co 1.765 0,00 0
2026-04-21 13F/A Madrid Wealth Management, LLC 7.847 1,49 1.162 4,78
2026-05-12 13F Tannin Capital LLC 5.743 -10,82 851 -8,01
2026-04-22 13F Coston, McIsaac & Partners 197 0,51 0
2026-04-21 13F Sage Financial Management Group, Inc. 64.626 -0,47 9.571 2,72
2026-05-12 13F Werba Rubin Papier Wealth Management 2.592 384
2026-05-04 13F Calamos Advisors LLC 2.843 421
2026-05-08 13F Marco Investment Management Llc 6.300 0,00 933 3,21
2026-04-21 13F Retirement Planning Group, Llc / Ny 2.215 0,27 328 3,47
2026-04-07 13F Bath Savings Trust Co 1.674 248
2026-05-01 13F Coordinated Financial Services, Inc. 15.182 -0,69 2.248 2,46
2026-05-01 13F Martel Wealth Advisors Inc 735.340 1,29 108.904 4,52
2026-05-08 13F Resources Investment Advisors, LLC. 45.944 19,83 6.804 23,66
2026-04-20 13F SILVER OAK SECURITIES, Inc 1.311 -15,53 194 -13,39
2026-05-14 13F Hazlett, Burt & Watson, Inc. 1.654 4,16 0
2026-04-15 13F Planning Directions Inc 2.124 3,01 315 6,08
2026-05-01 13F Luminvest Wealth Management LLC 12.549 0,00 1.858 3,16
2026-04-30 13F Financial Freedom, LLC 1.780 0,34 264 3,54
2026-04-22 13F Riverbend Wealth Management, LLC 19.352 3,47 2.866 6,78
2026-05-11 13F Atlas Legacy Advisors, LLC 72.813 2,92 10.784 6,19
2026-05-15 13F Quantinno Capital Management LP 198.037 6,08 29.329 9,47
2026-04-16 13F Westmount Partners, LLC 2.873 0,45 426 3,66
2026-05-11 13F First National Bank Of Omaha 66.532 -3,21 9.694 -2,41
2026-04-30 13F Summa Corp. 4.000 0,00 592 3,14
2026-05-08 13F Logan Capital Management Inc Put 3.800 563
2026-05-12 13F Kuhn & Co Investment Counsel 17.498 -0,22 2.591 2,98
2026-05-08 13F Jackson, Grant Investment Advisers, Inc. 5.662 0,27 839 3,46
2026-05-12 13F Independent Advisor Alliance 133.757 428,89 19.810 445,85
2026-01-23 13F Bowman & Co S.C. 22.743 -2,77 3.264 -1,03
2026-04-21 13F GHP Investment Advisors, Inc. 3.160 0,67 468 4,00
2026-04-17 13F Hanson & Doremus Investment Management 3.456 -2,54 1
2026-05-07 13F Green Square Capital Advisors Llc 5.441 -82,22 806 -81,67
2026-04-17 13F Krilogy Financial LLC 4.876 -4,82 750 -1,32
2026-05-12 13F Leavell Investment Management, Inc. 13.648 2,29 2.021 5,59
2026-04-10 13F Integris Wealth Management, LLC 3.763 0,00 557 3,15
2026-04-17 13F CENTRAL TRUST Co 104.591 -7,86 15.490 -4,92
2026-04-28 13F ORG Wealth Partners, LLC 170 0,00 25 4,17
2026-04-15 13F Murphy, Middleton, Hinkle & Parker, Inc. 8.366 1.239
2026-04-27 13F Beacon Advisors Holdings, Llc 55.238 0,07 8.181 3,26
2026-05-14 13F Aft, Forsyth & Company, Inc. 3.730 0,13 553 3,37
2026-04-30 13F Base Wealth Management LLC 1.354 -6,81 201 -3,85
2026-04-21 13F Family Wealth Group, LLC 4.181 49,80 619 54,75
2026-04-24 13F Ledyard National Bank 4.347 19,32 644 23,18
2026-05-06 13F Great Lakes Retirement, Inc. 3.250 -31,29 481 -29,06
2026-05-14 13F Northern Trust Corp 166.426 1,94 24.648 5,19
2026-05-08 13F Logan Capital Management Inc 0 -100,00 0 -100,00
2026-04-07 13F Agate Pass Investment Management, LLC 1.680 -27,84 249 -25,75
2026-04-23 13F Balanced Wealth Group Llc 0 -100,00 0
2026-04-20 13F Ronald Blue Trust, Inc. 2.513 2,70 372 5,98
2026-02-17 13F High Falls Advisors, Inc 1.525 -3,66 219 -2,24
2026-04-13 13F Community Trust & Investment Co 4.307 -8,94 638 -6,05
2026-05-13 13F Allie Family Office LLC 11.795 0,00 1.747 3,19
2026-05-13 13F Anson Capital, Inc. 5.980 0,12 886 3,27
2026-04-24 13F Mitchell Mcleod Pugh & Williams Inc 4.124 0,56 611 -4,24
2026-04-30 13F Independence Bank of Kentucky 41.227 -0,12 6.106 3,06
2026-05-14 13F Pinnacle Financial Partners, Inc. 181.131 3,74 26.826 7,05
2026-04-09 13F Goelzer Investment Management, Inc. 2.364 -2,76 350 0,57
2026-05-01 13F Wealthspire Advisors, LLC 136.948 3,68 20.282 6,99
2026-05-04 13F Cornerstone Advisory, LLC 353.720 2,36 52.386 5,63
2026-04-20 13F Financial Enhancement Group LLC 14.427 10,17 2.238 15,25
2026-04-24 13F Boston Trust Walden Corp 2.935 0,00 435 3,09
2026-05-14 13F Gladstone Institutional Advisory LLC 13.459 14,97 1.993 18,63
2026-05-12 13F Cascade Financial Partners, LLC 48.650 -1,67 7.205 1,48
2026-05-07 13F MONECO Advisors, LLC 6.205 28,60 919 32,80
2026-05-14 13F Neuberger Berman Group LLC 20.444 -1,27 3.028 1,85
2026-05-14 13F Vermillion & White Wealth Management Group, LLC 0 -100,00 0
2026-04-22 13F Arcataur Capital Management LLC 44.402 8,29 6.576 11,74
2026-05-01 13F Monetary Solutions, Ltd 7.653 188,36 1.133 198,16
2026-05-11 13F Td Asset Management Inc 5.135 0,69 760 3,97
2026-04-23 13F Wheelhouse Advisory Group LLC 2.085 2,66 309 5,12
2026-04-21 13F Red Tortoise LLC 12.701 -3,08 1.881 0,05
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-04-30 13F Nisa Investment Advisors, Llc 0 -100,00 0
2026-04-10 13F Quaker Wealth Management, LLC 178.093 4,37 26.376 7,70
2026-04-30 13F Simplicity Wealth,LLC 63.633 4,32 9.424 7,65
2026-05-08 13F StrongBox Wealth, LLC 26.691 0,50 3.953 3,70
2026-05-15 13F Strive Financial Group ,LLC 1.298 -4,07 192 -1,03
2026-05-15 13F Cape Investment Advisory, Inc. 1.960 4,20 290 7,81
2026-04-01 13F Bangor Savings Bank 23.120 -0,43 3.424 2,76
2026-05-07 13F Tacita Capital Inc 1.390 0,00 206 3,02
2026-05-12 13F Laurel Wealth Advisors LLC 0 -100,00 0
2026-05-14 13F Trustmark National Bank Trust Department 124.006 -0,03 18.365 3,16
2026-05-05 13F Mjp Associates Inc /adv 22.177 -12,43 3.284 -9,63
2026-05-08 13F Vanguard National Trust Co 53.255 7.887
2026-05-08 13F SHP Wealth Management 7.259 -7,25 1.075 -4,27
2026-04-30 13F Fulcrum Capital LLC 10.765 0,00 1.594 3,24
2026-04-22 13F Monument Group Wealth Advisors, LLC 1.750 0,00 259 3,19
2026-05-15 13F Chevy Chase Trust Holdings, Inc. 27.787 -0,69 4.115 2,49
2026-05-15 13F Charles Schwab Investment Management Inc 0 -100,00 0
2026-05-06 13F Modera Wealth Management, LLC 52.752 -1,32 7.813 1,82
2026-05-14 13F Renaissance Technologies Llc 81.500 150,00 12.070 158,02
2026-02-03 13F Vantage Financial Partners, LLC 3.678 -0,86 528 0,96
2026-05-06 13F SP Asset Management LLC 15.475 0,58 2.292 3,76
2026-04-29 13F American Capital Advisory, LLC 216 0,00 32 0,00
2026-04-17 13F Cornell Pochily Investment Advisors, Inc. 30.286 -0,03 4.485 3,17
2026-01-29 13F Concurrent Investment Advisors, LLC 180.798 9,16 25.948 11,15
2026-05-05 13F West Michigan Advisors, Llc 1.733 -14,00 257 -11,42
2026-05-15 13F NorthRock Partners, LLC 7.098 -3,23 1.051 -0,10
2026-04-13 13F Pettinga Financial Advisors, LLC 71.827 4,21 10.638 7,53
2026-04-20 13F CWA Asset Management Group, LLC 2.557 -10,63 379 -7,80
2026-05-04 13F Oasis Advisors, LLC 262.386 2.553
2026-04-27 13F Smith & Howard Wealth Management, LLC 2.278 19,39 337 23,44
2026-04-17 13F/A Founders Financial Securities Llc 12.647 -15,92 1.931 -10,57
2026-04-21 13F Topsail Wealth Management, LLC 1.479 0,00 219 3,30
2026-05-16 13F Opal Capital Llc 0 -100,00 0
2026-05-08 13F Minot DeBlois Advisors LLC 499 42,57 74 46,00
2026-04-22 13F Avantra Family Wealth, Inc. 0 -100,00 0
2026-04-22 13F Englebert Financial Advisers, LLC 0 -100,00 0
2026-04-21 13F Huntleigh Advisors, Inc. 9.573 1,67 1.418 4,89
2026-04-16 13F Triad Wealth Partners, LLC 5.899 32,80 874 37,05
2026-04-27 13F DeDora Capital, Inc. 210.147 -1,92 31.123 1,21
2026-04-15 13F Belleair Asset Management, LLC 0 -100,00 0
2026-04-15 13F Hartford Financial Management Inc. 1 0,00 0
2026-05-01 13F Brightwater Advisory LLC 2.572 -3,81 381 -0,78
2026-05-13 13F Boston Family Office Llc 4.768 0,59 1
2026-04-13 13F First Hawaiian Bank 155.078 -7,05 22.967 -4,08
2026-04-27 13F JB Capital LLC 1.834 -86,06 272 -85,64
2026-04-28 13F Astoria Portfolio Advisors LLC. 3.144 4,56 486 4,97
2026-04-30 13F Hikari Power Ltd 0 -100,00 0
2026-04-09 13F Adirondack Capital Advisors, LLC 62.297 12,21 9.226 15,80
2026-04-22 13F CrossGen Wealth, LLC 424 1,68 63 5,08
2026-01-23 13F Rede Wealth, LLC 0 -100,00 0
2026-04-13 13F Plan Group Financial, LLC 2.695 55,24 399 60,24
2026-04-15 13F Founders Grove Wealth Partners, Llc 49.215 -3,46 7.289 -0,38
2026-05-14 13F Synergy Investment Management, LLC 546 81
2026-04-21 13F North Forty Two & Co. 1.436 0,00 213 2,91
2026-05-14 13F SlateStone Wealth, LLC 94.834 -2,80 14 0,00
2026-04-13 13F 5T Wealth, LLC 9.734 38,60 1.442 43,10
2026-05-05 13F Journey Advisory Group, LLC 2.420 -14,43 358 -11,60
2026-04-22 13F Vicus Capital 17.816 -1,00 2.639 2,17
2026-05-22 13F Independent Wealth Advisors LLC 1.454 0,28 215 3,37
2026-05-15 13F DV Trading LLC 0 -100,00 0
2026-04-13 13F Bouchey Financial Group Ltd 17.542 0,01 2.678 6,40
2026-04-21 13F Vigil Wealth Management, LLC 2.435 0,00 361 3,15
2026-04-15 13F Client 1st Advisory Group, Llc 2.134 -6,93 316 -3,95
2026-05-14 13F Rockbridge Investment Management, LCC 6.036 -0,67 894 2,41
2026-05-15 13F Pinney & Scofield, Inc. 100 0,00 15 0,00
2026-05-11 13F American Money Management, LLC 2.391 -3,12 354 0,00
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 131.649 -4,47 19.497 -1,43
2026-04-17 13F Brown, Lisle/cummings, Inc. 4.110 0,00 609 3,23
2026-05-06 13F Bartlett & Co. Wealth Management Llc 6.067 0,03 942 8,16
2026-04-07 13F Heartwood Wealth Advisors LLC 268.922 0,42 39.827 3,62
2026-04-29 13F Unified Investment Management 1.716 0,00 254 3,25
2026-05-15 13F Constant Guidance Financial LLC 3.714 550
2026-05-14 13F Diversified Enterprises, LLC 2.142 0,37 317 3,59
2026-04-17 13F LMG Wealth Partners, LLC 2.220 0,00 329 3,14
2026-04-20 13F Triangle Securities Wealth Management 28.647 -1,81 4.243 1,34
2026-05-14 13F Andrews Advisory Associates, LLC 8.676 0,02 1.285 3,22
2026-05-13 13F Cpwa, Llc 1.523 237
2026-04-28 13F Stratos Wealth Partners, LTD. 627.878 -1,77 92.989 1,37
2026-04-28 13F Tempus Wealth Planning, LLC 8.541 -4,60 1.265 -1,56
2026-04-13 13F Ironwood Wealth Management, Inc. 91.873 -0,98 14.026 2,66
2026-05-06 13F Annis Gardner Whiting Capital Advisors, LLC 280 -20,00 41 -18,00
2026-04-27 13F Koshinski Asset Management, Inc. 21.176 8,21 3.136 11,68
2026-04-24 13F Luminist Capital LLC 0 -100,00 0
2026-05-04 13F Integrity Wealth Solutions LLC 27.831 -0,88 4.122 2,28
2026-05-01 13F Midwest Trust Co 50.745 -47,62 7.515 -45,95
2026-05-06 13F Oxford Financial Group Ltd 15.875 0,00 2.351 3,20
2026-02-09 13F Koesten, Hirschmann & Crabtree, INC. 0 -100,00 0
2026-04-27 13F USAdvisors Wealth Management, LLC 2.214 0,54 0
2026-04-01 13F Burkett Financial Services, Llc 10.370 0,37 1.536 3,58
2026-05-13 13F McDonough Capital Management, Inc 1.869 0,00 277 2,99
2026-05-14 13F Dai-Ichi Life Insurance Company, Ltd 15.688 -37,34 2.323 -35,35
2026-04-13 13F CGC Financial Services, LLC 509 0,00 75 2,74
2026-04-17 13F Presilium Private Wealth, Llc 1.480 -6,33 219 -3,10
2026-02-10 13F Principia Wealth Advisory, LLC 2.813 8,07 404 10,11
2026-04-07 13F Twele Capital Management, Inc. 298.225 -0,18 44.167 3,00
2026-05-11 13F Pinnacle Wealth Planning Services, Inc. 550 -26,67 81 -24,30
2026-05-12 13F Richardson Capital Management LLC 3.736 -67,02 553 -65,97
2026-05-11 13F Berkshire Asset Management Llc/pa 2.478 -1,04 367 2,23
2026-05-01 13F Anchor Investment Management, LLC 11.399 7,96 1.688 11,42
2026-05-11 13F Citigroup Inc 78.136 17,88 11.572 21,63
2026-05-12 13F Dearborn Partners Llc 3.200 33,33 474 37,50
2026-04-28 13F Cabana Llc 2.698 17,51 400 21,28
2026-05-11 13F RWM Asset Management, LLC 48.896 -0,01 7.242 -0,22
2026-05-04 13F LJI Wealth Management, LLC 8.687 -1,57 1.287 1,58
2026-04-23 13F SJS Investment Consulting Inc. 294 0,00 44 2,38
2026-05-05 13F One Day In July LLC 731.082 3,79 108.273 7,10
2026-05-08 13F Everett Harris & Co /ca/ 31.901 -2,39 4.724 0,72
2026-04-24 13F Courage Miller Partners, LLC 7.200 0,00 1.066 3,19
2026-04-13 13F Arwa Llc 13.858 -8,73 2.116 -2,94
2026-04-17 13F First National Bank Sioux Falls 6.691 0,00 1.029 7,19
2026-04-15 13F Optivise Advisory Services LLC 5.998 -12,03 888 -9,20
2026-05-15 13F PFG Private Wealth Management, LLC 92.205 36,81 13.656 41,18
2026-02-05 13F Tucker Asset Management Llc 2.076 0,00 298 1,71
2026-04-16 13F Capital Advisors, Ltd. LLC 7.171 7,79 1
2026-04-21 13F Trust Co Of Virginia /va 3.435 0,00 509 3,25
2026-05-11 13F Stillwater Wealth Management Group 3.651 61,26 541 66,67
2026-04-28 13F Golden State Wealth Management, LLC 3.206 -20,78 475 -18,28
2026-04-13 13F Bay Rivers Group 3.968 0,00 588 3,16
2026-04-21 13F Morton Capital Management LLC/CA 9.740 5,16 1.442 8,50
2026-02-17 13F MGB Wealth Management, LLC 1.853 -1,28 267 1,14
2026-05-01 13F Diversify Wealth Management, Llc 38.966 24,50 6.020 30,33
2026-05-16 13F Sunbelt Securities, Inc. 335 -34,06 50 -31,94
2026-04-13 13F Mallini Complete Financial Planning LLC 511 -24,56
2026-02-17 13F Risk Paradigm Group, LLC 0 -100,00 0
2026-05-05 13F Paradigm Capital Management, LLC/NV 62.420 1,24 9 12,50
2026-05-15 13F Excelsior Advisor Network LLC 22.167 10,04 3.283 13,52
2026-04-21 13F Founders Capital Management 1.813 0,22 268 3,47
2026-05-13 13F Jaffetilchin Investment Partners, LLC 10.130 6,96 1.500 10,38
2026-04-29 13F Rockwood Wealth Management, LLC 1.452 0,00 215 3,37
2026-04-10 13F Country Trust Bank 0 -100,00 0
2026-05-06 13F Aviance Capital Partners, LLC 2.377 0,00 352 3,23
2026-05-06 13F CNB Bank 528 20,55 78 25,81
2026-05-11 13F Elevate Wealth Advisory, Inc 5.654 -4,97 837 -1,88
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 345.479 -29,95 51.169 -29,31
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 125.305 -9,63 18.558 -6,74
2026-05-06 13F Tyche Wealth Partners LLC 59.702 8,41 8.842 11,87
2026-04-22 13F Bravera Wealth 0 -100,00 0
2026-05-15 13F MidFirst Bank 8.645 7,11 1.280 10,54
2026-05-07 13F Tidemark, LLC 627 -24,55 93 -22,69
2026-05-11 13F Bailard, Inc. 5.620 -1,78 832 1,34
2026-05-15 13F Jones Financial Companies Lllp 2.985.657 15,04 435.146 16,83
2026-05-11 13F Daymark Wealth Partners, Llc 20.624 -4,20 3.054 -1,13
2026-05-12 13F Pacific Center for Financial Services 35.262 0,95 5.222 6,07
2026-05-15 13F Larson Financial Group LLC 21.826 13,62 3.232 17,27
2026-04-27 13F Qrg Capital Management, Inc. 5.957 3,17 882 6,52
2026-05-15 13F Clark Capital Management Group, Inc. 9.086 5,90 1.346 9,26
2026-05-14 13F Capital Analysts, Inc. 64.175 -6,18 10 0,00
2026-05-12 13F Operose Advisors LLC 327.542 -3,86 48.510 -0,79
2026-04-30 13F Commons Capital, Llc 0 -100,00 0
2026-04-21 13F Wesbanco Bank Inc 16.643 7,06 2.465 10,44
2026-04-28 13F Kanawha Capital Management Llc 2.465 0,00 365 3,40
2026-05-08 13F Russell Investments Group, Ltd. 3.790 -14,72 561 -11,93
2026-05-15 13F Destination Wealth Management 5.393 5,64 799 9,02
2026-05-01 13F Financial Connections Group, Inc. 502 0,00 0
2026-04-20 13F Focused Wealth Management, Inc 212.958 0,29 31.539 3,49
2026-04-08 13F Hardin Capital Partners, LLC 1.399 207
2026-05-05 13F Bcm Advisors, Llc 4.478 0,00 695 5,14
2026-04-13 13F Uptown Financial Advisors LLC 6.490 -8,32 961 -5,32
2026-05-01 13F Cdkv Holdings Llc 619 -2,37 92 1,11
2026-04-16 13F Fiduciary Advisors, Inc. 30.541 0,03 4.523 3,24
2026-04-20 13F Arta Finance Wealth Management LLC 2.223 51,12 329 55,92
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 46.432 132,70 6.876 140,17
2026-04-02 13F Collective Family Office Llc 16.644 -3,20 2.465 -0,12
2026-04-07 13F CoreCap Advisors, LLC 70.786 12,68 10.483 16,28
2026-05-13 13F River Wealth Advisors LLC 3.386 0,21 502 3,51
2026-05-14 13F Jacobi Capital Management LLC 6.148 21,60 910 25,52
2026-05-15 13F Gallagher Fiduciary Advisors, LLC 8.811.881 14.228,96 312 -96,46
2026-05-11 13F Rossby Financial, LCC 27.565 27,06 4.078 31,00
2026-05-07 13F Advisor OS, LLC 25.738 -8,86 3.812 -5,95
2026-05-11 13F Expressive Wealth LLC 3.450 541
2026-05-12 13F Virtue Asset Management Llc 1.795 266
2026-05-12 13F CIBC Bancorp USA Inc. 69.205 -11,76 10.249 -7,28
2026-04-08 13F First Heartland Consultants, Inc. 3.681 -3,87 545 3,02
2026-04-22 13F Morris Retirement Advisors, LLC 1.784 0,00 264 3,13
2026-05-13 13F Keystone Financial Group 17.451 9,00 2.584 12,49
2026-05-12 13F Baker Avenue Asset Management, LP 2.409 357
2026-05-15 13F Pointe Capital Management LLC 97.516 -0,88 14.442 2,29
2026-04-28 13F Walkner Condon Financial Advisors LLC 13.222 -1,47 1.958 1,71
2026-04-29 13F Sather Financial Group Inc 1.804 -3,58 267 -0,37
2026-04-28 13F B.O.S.S. Retirement Advisors, LLC 1.805 -66,69 267 -65,64
2026-05-14 13F Pennington Partners & Co., Llc 5.403 75,82 800 81,41
2026-05-05 13F Black Diamond Financial, LLC 10.713 0,26 1.587 3,46
2026-05-15 13F Two Sigma Securities, Llc 0 -100,00 0
2026-05-01 13F FLC Capital Advisors 5.167 0,00 765 3,24
2026-04-15 13F Exchange Traded Concepts, Llc 33.949 -18,26 5.028 -15,67
2026-05-08 13F McAdam, LLC 3.635 -1,57 538 1,70
2026-04-10 13F Magnus Financial Group LLC 8.802 0,54 1.304 3,74
2026-05-14 13F Bridgewealth Advisory Group, LLC 38.168 -0,68 5.653 2,48
2026-04-14 13F Prospera Financial Services Inc 32.622 -1,30 4.841 1,83
2026-05-07 13F Marshall & Sterling Wealth Advisors Inc. 560 -49,87 83 -48,75
2026-05-14 13F Financial Engines Advisors L.L.C. 15.193 -3,51 2.250 -0,40
2026-05-12 13F G2 Capital Management, Llc / Oh 1.639 -12,02 243 -9,36
2026-02-10 13F Yukon Wealth Management, Inc. 0 -100,00 0
2026-04-29 13F Cary Street Partners Financial Llc 135.661 -0,88 20.091 2,28
2026-04-27 13F Greenleaf Trust 5.389 0,00 798 3,23
2026-02-25 13F Kw Wealth Management Llc 1.640 -5,75 235 -4,08
2026-05-08 13F First National Advisers, LLC 4.475 0,00 663 3,12
2026-05-14 13F Lebenthal Global Advisors, LLC 60.252 87,70 8.923 93,68
2026-05-11 13F Linscomb & Williams, Inc. 79.907 -0,91 11.834 2,26
2026-05-08 13F/A Davidson Investment Advisors 58.029 -0,20 8.594 3,00
2026-04-21 13F Moseley Investment Management Inc 14.542 -0,62 2.154 2,52
2026-05-12 13F TD Waterhouse Canada Inc. 14.988 22,54 2.215 26,15
2026-05-13 13F Alpha Financial Partners, LLC 1.791 -1,38 265 1,92
2026-05-13 13F Calton & Associates, Inc. 2.613 -6,94 387 -4,22
2026-04-21 13F Decker Retirement Planning Inc. 16.581 8,44 2.456 11,90
2026-04-23 13F waypoint wealth counsel 42.757 -46,77 6.332 -45,07
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 33.060 -25,56 4.896 -23,19
2026-04-22 13F Sterling Capital Management LLC 0 -100,00 0
2026-04-16 13F Cambridge Advisors Inc. 2.241 5,51 332 8,88
2026-04-17 13F Essex Savings Bank 14.876 -1,11 2.203 2,09
2026-04-08 13F Heritage Family Offices, LLP 3.708 0,00 549 3,20
2026-05-01 13F Blume Capital Management, Inc. 700 -57,83 104 -56,72
2026-04-28 13F Opes Wealth Management LLC 17.454 -0,14 2.585 3,03
2026-05-05 13F Cullen/frost Bankers, Inc. 21.643 1,72 3.205 4,98
2026-04-17 13F Stephenson National Bank & Trust 3.300 0,00 489 3,17
2026-05-05 13F Woodmont Investment Counsel Llc 66.178 -1,79 9.801 1,33
2026-05-08 13F Idaho Trust Bank 0 -100,00 0 -100,00
2026-04-10 13F Centurion Wealth Management LLC 15.037 1,11 2.227 4,36
2026-05-15 13F Resources Management Corp /ct/ /adv 276 0,00 0
2026-05-05 13F D.a. Davidson & Co. 868.479 4,75 128.622 8,09
2026-05-06 13F Atlantic Trust, LLC 157 0,00 23 4,55
2026-04-14 13F Beacon Investment Advisory Services, Inc. 2.130 0,00 315 3,28
2026-05-08 13F Steward Partners Investment Advisory, Llc 516.733 7,59 76.528 11,02
2026-05-18 13F Claris Financial LLC 11.826 9,14 1.751 12,60
2026-05-06 13F WoodTrust Financial Corp 5.091 -9,89 1
2026-05-15 13F Silver Grove Financial Group, Inc. 1.030 153
2026-04-30 13F First Horizon Corp 100.573 -16,70 14.895 -14,04
2026-05-14 13F Foster Dykema Cabot & Partners, Llc 82 12
2026-05-05 13F Cannon Wealth Management Services, LLC 36.976 4,76 5.476 8,11
2026-05-11 13F Delta Asset Management Llc/tn 1.048 0,00 155 3,33
2026-05-12 13F Resurgent Financial Advisors LLC 2.738 0,04 405 3,32
2026-05-13 13F Triumph Capital Management 4.185 1,11 620 4,21
2026-05-12 13F Ruggiero Investments, Inc. 2.269 336
2026-05-07 13F Fedenia Advisers LLC 1.621 0,00 240 3,45
2026-04-09 13F McNamara Financial Services, Inc. 16.653 -0,59 2.466 2,58
2026-05-12 13F/A Ogorek Anthony Joseph /ny/ /adv 1.297 604,89 0
2026-05-12 13F Rathbone Brothers plc 5.750 852
2026-04-27 13F Leelyn Smith, LLC 64.699 2,77 9.582 6,04
2026-05-05 13F Quartz Partners, LLC 7.055 1,79 1.045 5,03
2026-05-08 13F Private Advisory Group LLC 93.691 -7,06 13.876 -4,09
2026-05-08 13F Valeo Financial Advisors, LLC 8.318 16,37 1.232 20,10
2026-05-15 13F AlphaCore Capital LLC 4.612 -4,55 683 -1,44
2026-04-27 13F GenTrust, LLC 3.716 0,00 550 3,19
2026-05-15 13F Susquehanna International Group, Llp 0 -100,00 0 -100,00
2026-04-22 13F Joel Isaacson & Co., LLC 1.040.153 1,20 154.047 4,43
2026-05-15 13F Rehmann Capital Advisory Group 35.533 7,63 5.263 11,06
2026-05-05 13F Smith, Moore & Co. 7.926 -0,60 1.174 2,53
2026-01-27 13F Meritage Portfolio Management 17.794 -1,13 2.554 0,67
2026-04-30 13F Manning & Napier Advisors Llc 43.558 1,56 6.451 4,05
2026-04-16 13F Aurora Private Wealth, Inc. 2.147 -12,97 0
2026-05-13 13F Rhl Group, Llc 16 0,00 2 0,00
2026-04-28 13F Antonelli Financial Advisors, LLC 16.717 -21,73 2.476 -19,22
2026-04-30 13F BRYN MAWR TRUST Co 42.034 3,24 6.225 6,54
2026-04-21 13F Chapin Davis, Inc. 1.555 0,00 230 3,14
2026-05-11 13F WFA of San Diego, LLC 775 0,00 115 2,70
2026-05-06 13F Gerber Kawasaki Wealth & Investment Management 3.524 26,81 522 31,16
2026-05-05 13F LeClair Wealth Partners LLC 7.982 1.182
2026-05-15 13F Quadcap Wealth Management, LLC 51.876 -4,25 7.683 -1,20
2026-04-13 13F Cascade Investment Advisors, Inc. 2.250 -13,46 333 -10,72
2026-04-24 13F Newton One Investments LLC 846 -34,32 125 -32,07
2026-04-24 13F Means Investment Co., Inc. 37.559 -2,63 5.563 0,49
2026-05-05 13F Covestor Ltd 11.394 2,65 2 0,00
2026-05-07 13F Cassaday & Co Wealth Management LLC 3.574 0,00 529 3,32
2026-05-07 13F Vision Retirement, LLC 59.826 1,17 8.860 4,41
2026-05-07 13F Koss-Olinger Consulting, LLC 1.794 0,39 266 3,52
2026-05-11 13F Blue Bell Private Wealth Management, Llc 334 0,00 49 4,26
2026-05-13 13F Parkside Financial Bank & Trust 36.547 1,89 5.413 5,15
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 197.241 1,67 29.215 4,96
2026-05-15 13F Gotham Asset Management, LLC 54.486 31,21 8.069 35,41
2026-05-04 13F Rodgers & Associates, LTD 2.462 0,00 365 3,12
2026-04-07 13F Calder Financial LLC 3.510 19,96 519 23,87
2026-04-06 13F Old Port Advisors 19.587 -3,99 2.901 -0,92
2026-05-04 13F Barrett & Company, Inc. 3.075 0,00 455 3,17
2026-05-12 13F Financial Network Wealth Management LLC 2.578 -5,29 0
2026-04-20 13F Heritage Wealth Management, Inc. 0 -100,00 0
2026-05-14 13F Raymond James Financial Inc 7.617.263 -1,33 1.128.117 1,82
2026-04-29 13F CFS Investment Advisory Services, LLC 2.892 -6,92 449 0,67
2026-04-28 13F Interactive Financial Advisors 5.961 -2,61 883 0,46
2026-05-13 13F Daiwa Securities Group Inc. 2.237 -24,98 331
2026-04-21 13F S Harris Financial Group, LLC 2.331 -0,17 345 2,99
2026-04-22 13F Barnes Dennig Private Wealth Management LLC 364 0,00 54 1,92
2026-04-07 13F Sage Capital Advisors,llc 9.559 11,70 1.416 15,23
2026-04-29 13F Rocky Mountain Advisers, Llc 10.236 -8,63 1.516 -5,72
2026-04-15 13F Elevatus Welath Management 6.878 6,19 1.019 9,58
2026-04-28 13F Stephens Inc /ar/ 85.895 0,25 12.721 3,46
2026-05-15 13F Janus Henderson Group Plc 15.066 -1,74 2.231 1,41
2026-04-21 13F Centennial Advisors, LLC 0 -100,00 0
2026-05-05 13F HighTower Advisors, LLC 1.455.190 2,45 215.522 5,73
2026-05-13 13F Crews Bank & Trust 246.335 -0,70 36.482 2,47
2026-04-10 13F Stillwater Capital Advisors, LLC 75.742 4,63 11.217 7,97
2026-04-16 13F Balboa Wealth Partners 10.711 0,52 1.586 3,73
2026-05-07 13F Advisor Resource Council 0 -100,00 0
2026-05-15 13F Laird Norton Trust Company, Llc 13.184 17,51 1.953 21,24
2026-04-20 13F Brandywine Oak Private Wealth Llc 9.434 -0,90 1.397 2,27
2026-05-14 13F StoneX Group Inc. 39.026 -45,03 5.780 -43,57
2026-04-20 13F Independent Wealth Network Inc. 18.960 0,47 2.808 3,69
2026-04-22 13F Sterling Wealth Advisors Inc 1.892 0,00 293 8,12
2026-04-27 13F Platform Technology Partners 21.855 0,00 3.237 3,19
2026-04-21 13F Financial Consulate, Inc 329 0,00 49 2,13
2026-05-15 13F GLOBALT Investments LLC / GA 8.512 -0,73 1.261 2,44
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
2026-05-12 13F Culbertson A N & Co Inc 26.053 -5,44 3.858 -2,43
2026-06-03 13F CoreFirst Bank & Trust 38.093 -2,36 5.642 0,75
2026-04-20 13F Christensen, King & Associates Investment Services, Inc. 7.486 5,96 1.109 9,38
2026-04-28 13F WESPAC Advisors, LLC 2.185 0,00 324 3,19
2026-05-04 13F John A. Wolfe & Associates, Inc. 18.210 100,18 1.737 33,10
2026-05-05 13F Putnam Fl Investment Management Co 19.058 -2,91 2.823 0,18
2026-04-29 13F Skopos Labs, Inc. 2.054 304
2026-05-14 13F Fft Wealth Management Llc 9.693 1.436
2026-05-14 13F Mill Creek Capital Advisors, LLC 26.591 0,45 3.938 3,66
2026-04-10 13F Armstrong Advisory Group, Inc 32.016 0,72 4.742 3,92
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 486 -19,93 72 -18,39
2026-04-28 13F Westfuller Advisors, LLC 11.242 3,68 1.665 6,94
2026-05-18 13F Cassady Wealth & Retirement Planning, LLC 5.567 -0,50 875 9,10
2026-05-19 13F Financial Insights, Inc. 14.068 1,44 2.083 4,67
2026-04-27 13F Truist Financial Corp 942.329 0,77 139.559 3,98
2026-04-13 13F Compass Ion Advisors, LLC 17.017 -10,12 2.520 -7,25
2026-05-01 13F Concord Wealth Partners 7.835 -1,94 1.160 1,22
2026-05-08 13F TMB Capital Partners, LLC 8.216 1,75 1.217 5,01
2026-05-14 13F Orleans Capital Management Corp/la 1.386 205
2026-04-13 13F Fortress Wealth Group, LLC 3.840 14,73 571 13,77
2026-04-22 13F Financially in Tune, LLC 58.813 4,86 8.710 8,21
2026-04-23 13F PayPay Securities Corp 174 75,76 27 85,71
2026-04-02 13F McAlister, Sweet & Associates, Inc. 4.866 -0,65 721 2,56
2026-04-09 13F Chemistry Wealth Management LLC 2.701 0,00 400 3,36
2026-05-14 13F Twin Focus Capital Partners, Llc 12.366 0,00 1.831 3,21
2026-04-15 13F Perkins Coie Trust Co 1.880 0,00 278 3,35
2026-05-12 13F Rakuten Investment Management, Inc. 2.837.108 100,00 398.642 100,00
2026-05-15 13F Goldman Sachs Group Inc 1.860.644 -0,49 275.561 2,68
2026-04-13 13F Hm Payson & Co 10.371 5,95 1.536 9,33
2026-04-30 13F Winch Advisory Services, LLC 2.142 0,47 317 3,93
2026-05-06 13F Quadrant Private Wealth Management, LLC 5.274 4,60 781 8,02
2026-05-13 13F Transcend Wealth Collective, Llc 115.669 -1,87 17.131 1,27
2026-05-14 13F Retiremitten Financial Llc 191.212 28.319
2026-05-12 13F Alerus Financial Na 1.087 -25,90 161 -23,81
2026-04-21 13F Colony Family Offices, LLC 15.942 0,00 2.361 3,24
2026-04-29 13F Weitzel Financial Services, Inc. 3.305 0,00 491 2,51
2026-05-15 13F Walsh & Associates, LLC 1.332 0,00 197 3,14
2026-01-13 13F Stephens Consulting, LLC 3.601 25,51 517 27,72
2026-04-28 13F Ti-trust, Inc 11.554 9,37 1.711 12,86
2026-05-07 13F First National Trust Co 135.891 -8,90 20.125 -6,00
2026-04-23 13F Columbia Advisory Partners Llc 1.402 -7,52 208 -4,61
2026-04-23 13F 626 Financial, LLC 1.686 0,00 250 3,32
2026-04-29 13F Northwest Wealth Advisors, LLC 2.436 0,12 361 3,15
2026-05-27 13F/A Maripau Wealth Management Llc 2.620 50,32 388 55,20
2026-05-15 13F Tower Research Capital LLC (TRC) 0 -100,00 0
2026-02-10 13F Brentview Investment Management LLC 0 -100,00 0
2026-05-04 13F Mirae Asset Global Investments Co., Ltd. 11.500 -31,95 1.703 -29,77
2026-05-05 13F CPA Asset Management LLC 9.723 -3,62 1.440 -0,48
2026-05-15 13F Brown Advisory Inc 97.193 -2,00 14.394 1,13
2026-05-05 13F Plante Moran Financial Advisors, LLC 11.391 11,45 1.687 15,08
2026-04-30 13F Relyea Zuckerberg Hanson LLC 5.652 0,00 837 3,21
2026-05-08 13F Stonebridge Financial Planning Group, LLC 15.567 0,00 2.305 3,18
2026-04-28 13F Howe & Rusling Inc 104.213 -29,35 15.434 -27,10
2026-04-07 13F Signaturefd, Llc 11.364 35,30 1.683 39,67
2026-04-10 13F Insight Wealth Strategies, LLC 3.036 -96,65 450 -96,55
2026-04-15 13F Single Point Partners, LLC 5.724 -3,29 848 -0,24
2026-02-12 13F CIBC Private Wealth Group, LLC 72.144 -2,99 10.354 -1,21
2026-05-14 13F Dana Investment Advisors, Inc. 1.580 2,66 234 5,91
2026-04-24 13F Keystone Global Partners, LLC 3.813 0,00 565 3,11
2026-05-29 13F Ipsen Advisor Group LLC 4.238 -1,62 628 1,46
2026-04-22 13F Penney Financial, LLC 60.660 -0,24 8.984 2,93
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 20 3
2026-05-12 13F Circle Wealth Management, LLC 13.749 0,00 2.036 3,19
2026-05-07 13F Capital Performance Advisors Llp 2.084 33,25 309 37,50
2026-05-15 13F Private Capital Management, LLC 7.026 10,84 1.041 14,41
2026-05-11 13F Per Stirling Capital Management, LLC. 3.329 3,61 493 6,94
2026-05-01 13F Elwood & Goetz Wealth Advisory Group, LLC 0 -100,00 0
2026-05-11 13F Miramar Capital, LLC 8.766 -3,31 1.298 -0,23
2026-02-04 13F UNIVEST FINANCIAL Corp 0 -100,00 0 -100,00
2026-04-15 13F Curbstone Financial Management Corp 3.250 -2,99 481 0,21
2026-04-24 13F Swmg, Llc 1.675 -1,30 248 -5,70
2026-04-14 13F Twelve Points Wealth Management LLC 2.033 -9,96 301 -9,34
2026-05-12 13F Portside Wealth Group, LLC 2.413 -57,60 357 -56,25
2026-05-13 13F Lloyd Advisory Services, LLC. 85 -51,98 13 -52,00
2026-04-07 13F Blueline Advisors Llc 882 0,00 131 3,17
2026-05-14 13F Betterment LLC 29.658 9,67 4 33,33
2026-04-24 13F Bayban 4.863 -7,86 720 -4,89
2026-04-07 13F Central Pacific Bank - Trust Division 26 0,00 4 0,00
2026-05-11 13F Beacon Capital Management, LLC 1.610 2,42 238 5,78
2026-04-21 13F Meridian Financial, LLC 4.375 0,07 648 3,19
2026-05-11 13F Great Valley Advisor Group, Inc. 22.944 41,41 3.398 45,92
2026-05-15 13F Strategic Advocates LLC 1.642 -81,52 243 -81,07
2026-05-07 13F Arsenal Capital Advisors LLC 20.235 11,41 2.997 14,97
2026-04-09 13F TruWealth Advisors, LLC 5.623 -3,55 833 -0,48
2026-04-08 13F Dover Advisors, Llc 1.916 0,00 284 3,28
2026-02-13 13F Motiv8 Investments LLC 45 0
2026-04-07 13F Retirement Wealth Solutions LLC 2 100,00 0
2026-04-10 13F OMNI 360 Wealth, Inc. 29.161 2,93 4.319 2,96
2026-05-11 13F Ashton Thomas Private Wealth, LLC 19.235 4,12 2.849 7,43
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0
2026-05-05 13F Bank of New York Mellon Corp 155.660 7,49 23.053 10,92
2026-04-28 13F Ntv Asset Management Llc 4.578 0,00 678 3,20
2026-05-06 13F 71 West Capital Partners 27.057 27,38 4.007 31,46
2026-04-15 13F Mogy Joel R Investment Counsel Inc 5.675 -1,73 840 1,45
2026-04-23 13F Harbor Investment Advisory, Llc 22.424 6,63 3.321 10,01
2026-05-01 13F Associated Banc-corp 72.404 0,07 10.723 3,26
2026-05-13 13F O'shaughnessy Asset Management, Llc 86.095 28,74 12.751 32,84
2026-04-14 13F Spectrum Investment Advisors, Inc. 1.411 -36,56 209 -34,80
2026-04-29 13F IAG Wealth Partners, LLC 442 30,38 65 35,42
2026-05-07 13F Mullooly Asset Management, Inc. 2.644 391
2026-05-06 13F Juno Financial Group LLC 117.434 2,41 17.392 5,68
2026-04-17 13F AdvisorNet Financial, Inc 130.154 -8,17 19.276 -5,24
2026-05-15 13F Blue Chip Partners, Inc. 13.531 -3,16 2.004 -0,10
2026-05-13 13F Keystone Wealth Services, LLC 4.370 -0,02 647 3,19
2026-04-22 13F Seneca Financial Advisors LLC 104.703 2,81 15.507 6,09
2026-05-15 13F RMB Capital Management, LLC 9.173 15,88 1.359 19,54
2026-05-21 13F Verus Capital Partners, Llc 14.084 -3,64 2.086 -0,57
2026-04-29 13F Compass Financial Group, INC/SD 6.742 -4,37 998 -1,29
2026-04-17 13F Kennebec Savings Bank 514 -80,51 76 -79,89
2026-05-12 13F Disciplined Investments, LLC 2.488 0,00 368 3,08
2026-05-11 13F Lcnb Corp 3.770 0,00 558 3,14
2026-04-27 13F Wbh Advisory Inc 1.458 0,00 216 2,87
2026-05-11 13F Chilton Capital Management Llc 177 0,00 26 4,00
2026-05-12 13F Covington Investment Advisors Inc. 58.249 4,38 9 0,00
2026-05-14 13F Financial Network Wealth Advisors LLC 3.242 -3,02 480 0,21
2026-04-29 13F Nilsine Partners, LLC 11.088 0,00 1.714 7,73
2026-04-22 13F Ariston Services Group 0 -100,00 23.455 3,55
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 43.591 -45,53 6.456 -43,80
2026-04-08 13F Canandaigua National Corp 3.383 501
2026-05-09 13F DiMeo Schneider & Associates, L.L.C. 4.517 -37,73 669 -35,83
2026-05-15 13F Citadel Advisors Llc Call 78.300 -8,95 11.596 -6,04
2026-05-18 13F Graney & King, LLC 418 0,24 62 3,39
2026-05-12 13F WCG Wealth Advisors LLC 22.802 12,33 3.377 15,89
2026-04-13 13F Cypress Point Wealth Management, LLC 10.600 1,85 1.570 5,09
2026-05-08 13F Prudent Man Advisors, LLC 15.492 1,23 2.294 4,46
2026-05-15 13F Citadel Advisors Llc Put 12.300 -79,33 1.822 -78,67
2026-05-15 13F Citadel Advisors Llc 21.897 3.243
2026-04-14 13F Precedent Wealth Partners, Llc 18.404 1,76 2.726 5,01
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 1.090.112 -0,01 161 3,21
2026-05-15 13F Royal Bank Of Canada 2.476.663 -0,60 366.794 2,57
2026-05-11 13F Chaney Capital Management, Inc. 41.721 -6,53 6.179 -3,54
2026-05-01 13F Bensler, LLC 12.222 -6,65 1.810 -3,67
2026-04-21 13F Waterway Wealth Management, LLC 2.600 385
2026-01-26 13F Liberty Capital Management, Inc. 9.333 -1,01 1.339 0,83
2026-04-17 13F HHM Wealth Advisors, LLC 4.529 1,34 671 4,52
2026-04-27 13F Mustard Seed Financial, LLC 4.253 -12,62 630 -9,89
2026-05-14 13F 3 Factor Indexing, Llc 9.875 1.462
2026-04-16 13F Ballast Rock Private Wealth LLC 4.467 -0,02 662 3,12
2026-05-14 13F Beaird Harris Wealth Management, LLC 881 -7,85 130 -5,11
2026-04-13 13F Creative Financial Designs Inc /adv 60.791 1,45 9.003 4,69
2026-05-08 13F Mathes Company, Inc. 5.275 0,00 1
2026-05-13 13F ShoreHaven Wealth Partners, LLC 1.368 203
2026-05-15 13F Ameriflex Group, Inc. 1.880 0,86 278 4,12
2026-04-22 13F Matrix Asset Advisors Inc/ny 104.118 5,57 15.420 8,94
2026-04-09 13F Thrive Wealth Management, LLC 7.834 -2,12 1.160 1,05
2026-05-14 13F Ieq Capital, Llc 91.088 -7,51 13.490 -4,55
2026-05-28 13F Blue Fin Capital, Inc. 3.593 0,00 532 3,30
2026-04-15 13F Trellis Wealth Advisors LLC 3.218 0,59 477 3,70
2026-04-20 13F LVW Advisors, LLC 9.248 -0,44 1.370 2,70
2026-04-16 13F Koenig Investment Advisory, LLC 4.436 0,32 657 -4,23
2026-05-01 13F Rossmore Private Capital 11.079 0,00 1.641 3,14
2026-04-16 13F Evolve Private Wealth, Llc 34.504 56,51 5.110 61,50
2026-05-07 13F ESL Trust Services, LLC 850 -15,00 126 -12,59
2026-04-13 13F Kmg Fiduciary Partners, Llc 1.729 0,00 256 3,23
2026-04-23 13F Bell Bank 9.961 -90,72 1.475 -90,42
2026-05-15 13F Annandale Capital, LLC 163.987 -2,69 24 0,00
2026-04-23 13F Arbor Wealth Advisors LLC 4.909 0,00 727 3,27
2026-04-27 13F Victory Financial Group, Llc 27.962 -1,59 4.141 1,57
2026-05-15 13F Summit Financial, LLC 147.764 19,84 21.884 23,66
2026-02-18 13F Financial Advisory Service, Inc. 13.555 5,80 1.945 7,76
2026-04-29 13F ArborFi Advisors, LLC 60.898 -0,27 9.019 2,91
2026-01-12 13F AllSquare Wealth Management LLC 200 0,00 28 7,69
2026-04-20 13F Kestra Private Wealth Services, Llc 60.454 2,17 8.953 5,44
2026-04-30 13F LRI Investments, LLC 50 -80,00 7 -80,00
2026-02-12 13F Cloud Capital Management, LLC 0 -100,00 0
2026-04-22 13F Clear Creek Financial Management, LLC 7.204 20,69 1.067 24,53
2026-04-13 13F Winthrop Advisory Group LLC 4.695 0,45 695 3,73
2026-04-21 13F HCR Wealth Advisors 645.989 0,60 95.671 3,81
2026-04-24 13F Lynx Investment Advisory 18.824 66,72 2.788 72,04
2026-05-04 13F Sound Portfolio Advisors, LLC 4.416 -13,80 654 -11,02
2026-04-22 13F Tred Avon Family Wealth, Llc 1.428 0,00 212 3,43
2026-05-13 13F First Citizens Bank & Trust Co 31.004 -0,06 4.592 3,12
2026-04-27 13F Oxbow Advisors, LLC 1.397 0,00 207 3,00
2026-04-29 13F Axxcess Wealth Management, Llc 77.423 1,14 11.467 4,37
2026-05-15 13F Cerity Partners LLC 774.708 1,73 114.747 4,98
2026-05-15 13F Headinvest, Llc 102.373 0,36 15.161 3,57
2026-04-22 13F Wetzel Investment Advisors, Inc. 4.771 -0,85 707 2,32
2026-05-14 13F Venture Visionary Partners LLC 223.217 1,09 33.059 3,98
2026-04-08 13F Accel Wealth Management 39.162 -0,23 5.800 2,95
2026-05-19 13F Front Row Advisors LLC 475 90,00 70 100,00
2026-04-17 13F Kentucky Trust Co 861 0,00 128 3,25
2026-05-18 13F Unconventional Investor, LLC 2.989 0,00 443 3,27
2026-05-08 13F Burke & Herbert Bank & Trust Co 23.407 0,00 3.467 3,19
2026-04-07 13F Bulwark Capital Corp 5.481 -1,65 812 1,50
2026-04-23 13F Glass Jacobson Investment Advisors llc 10.427 -9,61 1.544 -6,71
2026-01-14 13F ORG Partners LLC 1.369 0,00 197 1,55
2026-04-21 13F Pallas Capital Advisors LLC 20.269 -2,25 3.002 0,84
2026-05-12 13F Oakmont Advisory Group, LLC 6.344 -1,46 940 1,73
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-05-12 13F Tiaa Trust, National Association 0 -100,00 0
2026-05-13 13F Rezny Wealth Management, Inc. 2.330 0,00 345 3,29
2026-05-06 13F Hallmark Capital Management Inc 307 0,00 46 2,27
2026-05-11 13F Sittner & Nelson, Llc 105 0,00 16 -6,25
2026-05-04 13F MEMBERS Trust Co 1.358 201
2026-05-13 13F/A Quadrant Capital Group Llc 4.541 0,00 673 3,23
2026-05-11 13F Ironsides Asset Advisors, LLC 33.235 0,01 4.922 3,21
2026-04-22 13F BWM Planning, LLC 1.669 0,06 247 3,35
2026-05-05 13F Harmony Asset Management Llc 6.997 -3,10 1.036 0,00
2026-04-07 13F Park Avenue Securities Llc 93.169 -22,82 14 -23,53
2026-04-20 13F Clune & Associates, Ltd. 11.610 -33,41 1.719 -31,29
2026-05-15 13F Evergreen Wealth Solutions, LLC 6.937 1.027
2026-04-16 13F Allegheny Financial Group LTD 3.799 0,16 563 3,31
2026-05-13 13F Gibbs Wealth Management 1.889 280
2026-05-15 13F Silvercrest Asset Management Group Llc 2.243 -56,05 332 -54,64
2026-04-10 13F Intellectus Partners, LLC 21.350 0,00 3.162 3,17
2026-05-06 13F MTM Investment Management, LLC 1.045 0,00 155 3,36
2026-05-08 13F Moors & Cabot, Inc. 6.813 238,79 1.009 250,35
2026-05-29 13F Mullaney, Keating & Wright, Inc. 1.714 0,00 254 2,85
2026-04-27 13F Cape Ann Savings Bank 2.312 342
2026-05-11 13F Founders Financial Alliance, LLC 23.094 -0,39 3.420 2,80
2026-04-29 13F Brighton Securities Corp. 14.234 -5,97 2.108 -2,95
2026-05-08 13F Smithfield Trust Co 396.206 1,46 59 3,57
2026-05-14 13F Milestone Asset Management Group, LLC 3.592 4,78 532 8,35
2026-05-15 13F United Capital Financial Advisers, Llc 96.652 5,74 14.313 9,11
2026-04-27 13F Capital Advisors Inc/ok 14.539 3,84 2.153 7,17
2026-05-14 13F We Are One Seven, LLC 27.159 -14,15 4.022 -11,41
2026-04-15 13F Aspen Investment Management Inc 8.715 -0,23 1 0,00
2026-04-21 13F Mayport, Llc 9.257 -0,52 1.371 2,62
2026-04-24 13F Seamount Financial Group Inc 5.177 -8,66 767 -5,78
2026-05-07 13F Avidian Wealth Solutions, LLC 16.684 17,54 2.471 21,26
2026-04-13 13F Ayalon Holdings Ltd. 30.236 0,00 4 0,00
2026-04-21 13F Merkkuri Wealth Advisors LLC 56 8
2026-05-13 13F Protective Life Corp 171 25
2026-05-15 13F Mission Wealth Management, Lp 45.243 -8,82 6.700 -5,91
2026-04-30 13F Selective Wealth Management, Inc. 2.681 0,04 414 4,02
2026-05-15 13F Wick Capital Partners, LLC 3.206 475
2026-04-17 13F Wealth Management Partners, LLC 28.513 -0,96 4.223 2,20
2026-04-28 13F Appleton Partners Inc/ma 2.330 0,00 0
2026-05-15 13F Squarepoint Ops LLC Call 22.100 3.273
2026-04-20 13F City State Bank 65.573 6,20 9.711 9,59
2026-05-14 13F Ade, Llc 4.522 -0,57 670 2,61
2026-05-07 13F MidAtlantic Capital Management, Inc. 43.829 -0,15 6.491 3,05
2026-05-15 13F Squarepoint Ops LLC Put 34.300 5.080
2026-05-15 13F Legend Capital Advisors LLC 5.400 -13,41 800 -10,63
2026-04-21 13F Old National Bancorp /in/ 217.294 -1,44 32.181 1,71
2026-05-01 13F MOKAN Wealth Management Inc. 12.514 2,66 1.853 5,95
2026-05-07 13F Jefferies Financial Group Inc. 2.707 0,59 401 3,63
2026-05-06 13F Gray Private Wealth, LLC 2.172 0,00 322 3,22
2026-05-11 13F Garton & Associates Financial Advisors LLC 6.592 -3,00 976 0,10
2026-04-21 13F Highland Financial Advisors, LLC 9.423 -6,15 1.396 -3,19
2026-04-09 13F Park Place Capital Corp 953 141
2026-05-04 13F Brookwood Investment Group LLC 4.155 0,00 615 3,19
2026-04-17 13F First Citizens Asset Management, Inc. 6.142 7,68 910 11,12
2026-05-11 13F BankPlus Trust Department 6.458 0,00 956 3,24
2026-04-16 13F Quotient Wealth Partners, LLC 4.026 -9,83 596 -6,87
2026-04-08 13F Asempa Wealth Advisors 6.140 0,16 908 3,30
2026-04-14 13F Act Wealth Management, Llc 268.772 -0,71 39.805 2,46
2026-04-15 13F APS Management Group, Inc. 13.992 0,08 2.072 3,29
2026-04-27 13F Wealthstar Advisors, Llc 3.844 -5,69 569 -2,57
2026-05-15 13F Van Den Berg Management I, Inc 3.647 27,65 540 31,71
2026-05-05 13F Crestwood Advisors Group LLC 1.938 287
2026-04-27 13F GDS Wealth Management 3.428 2,39 508 5,63
2026-05-07 13F Grandfield & Dodd, Llc 0 -100,00 0
2026-06-01 13F Flagship Wealth Advisors, Llc 104.584 -14,90 13.942 -20,95
2026-05-01 13F Gables Capital Management Inc. 12.291 0,00 1.820 3,17
2026-05-19 13F/A Eley Financial Management, Inc 1.432 0,00 212 3,41
2026-05-13 13F Freestone Capital Holdings, LLC 10.091 -1,45 1.494 1,70
2026-05-15 13F Beacon Pointe Advisors, LLC 267.243 16,48 39.579 20,20
2026-06-04 13F/A Chelsea Counsel Co 61.650 0,00 9.130 3,19
2026-05-12 13F Reyes Financial Architecture, Inc. 112 0,00 17 0,00
2026-04-22 13F Financial Futures Ltd Liability Co. 1.762 -0,96 261 1,96
2026-04-23 13F Etesian Wealth Advisors, Inc. 24.590 34,25 3.642 38,55
2026-04-28 13F Integrated Advisors Network LLC 82.719 -21,10 12.251 -18,59
2026-05-01 13F Compass Financial Services Inc 14.364 0,28 2.127 3,50
2026-05-06 13F Heartland Bank & Trust Co 6.413 950
2026-04-21 13F Clarus Group, Inc. 1.575 0,00 233 3,10
2026-04-23 13F Intrua Financial, LLC 1.357 -34,09 201 -32,20
2026-05-14 13F RPg Family Wealth Advisory, LLC 1.667 247
2026-05-11 13F Options Solutions, Llc 8.904 -1,12 1.319 2,01
2026-04-14 13F Southland Equity Partners LLC 7.188 0,69 1.064 3,91
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 306.905 0,63 45.453 3,85
2026-05-14 13F Advisory Alpha, LLC 3.262 -3,95 483 -0,82
2026-04-15 13F Sage Capital Management, LLC 2.680 0,56 397 3,93
2026-05-15 13F Talon Private Wealth, LLC 0 -100,00 0
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