0LO6 - Vanguard Index Funds - Vanguard S&P 500 ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (LSE)

Vanguard Index Funds - Vanguard S&P 500 ETF
GB ˙ LSE ˙ US9229083632
436,03 $ ↑3,44 (0,80%)
2023-12-18
DEL PRIS
Grundlæggende statistik
Institutionelle ejere 3821 total, 3806 long only, 1 short only, 14 long/short - change of 5,25% MRQ
Gennemsnitlig porteføljeallokering 2.8152 % - change of -6,06% MRQ
Institutionelle aktier (lange) 548.042.717 (ex 13D/G) - change of 35,32MM shares 6,89% MRQ
Institutionel værdi (lang) $ 321.428.037 USD ($1000)
Institutionelt ejerskab og aktionærer

Vanguard Index Funds - Vanguard S&P 500 ETF (GB:0LO6) har 3821 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 548,042,717 aktier. Største aktionærer omfatter Vanguard Group Inc, California Public Employees Retirement System, Raymond James Financial Inc, Bank Of America Corp /de/, Morgan Stanley, Royal Bank Of Canada, Jones Financial Companies Lllp, Goldman Sachs Group Inc, Capula Management Ltd, and Jpmorgan Chase & Co .

Vanguard Index Funds - Vanguard S&P 500 ETF (LSE:0LO6) 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:0LO6 / Vanguard Index Funds - Vanguard S&P 500 ETF Institutional Ownership
Fondens stemningsscore

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

Opdateringsfrekvens: Dagligt

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13F og NPORT arkivering

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

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Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2026-02-03 13F CORDA Investment Management, LLC. 26.893 0,06 16.866 2,47
2026-01-23 13F Clarity Wealth Advisors, LLC 3.776 4,25 2.368 6,76
2026-02-09 13F Interactive Financial Advisors 1.266 -10,09 794 -7,89
2026-01-12 13F Archer Investment Management, LLC 344 -1,71 216 0,47
2026-02-09 13F William Mack & Associates, Inc. 3.054 0,13 1.915 2,57
2026-02-02 13F GenTrust, LLC 776.100 3,24 486.715 5,43
2026-02-09 13F Allium Financial Advisors, Llc 1.861 0,59 1.167 3,09
2026-01-23 13F LOM Asset Management Ltd 13.061 -2,83 8.191 -0,51
2026-02-12 13F Ruggiero Investments, Inc. 658 413
2026-01-14 13F Southland Equity Partners LLC 7.706 3,53 4.833 6,03
2026-02-13 13F SYM FINANCIAL Corp 1.163 28,65 729 31,83
2026-02-03 13F RB Capital Management, LLC 4.860 60,24 3.048 64,14
2026-02-09 13F Parkside Investments, LLC 516 0,00 324 2,54
2026-02-13 13F OMERS ADMINISTRATION Corp 0 -100,00 0
2026-02-11 13F OneAscent Financial Services LLC 24.836 8,69 15.576 11,31
2026-01-07 13F IMPACTfolio, LLC 1.776 -5,03 1.114 -2,71
2026-02-17 13F Citadel Advisors Llc 86.892 -44,03 54.493 -42,68
2026-01-21 13F Country Trust Bank 1.209.937 251,53 758.788 259,99
2026-02-17 13F Citadel Advisors Llc Call 459.800 -36,94 288.354 -35,43
2026-01-30 13F Folger Nolan Fleming Douglas Capital Management, Inc 1.758 -1,84 1.102 0,55
2026-02-17 13F Citadel Advisors Llc Put 543.100 -35,70 340.594 -34,16
2026-01-22 13F Investment Advisory Services Inc /tx /adv 3.593 10,90 2.253 13,56
2026-01-22 13F AllGen Financial Advisors, Inc. 1.109 0,09 695 2,51
2026-01-28 13F Financial Plan, Inc. 686 430
2026-01-20 13F Nvwm, Llc 515 -16,12 323 -14,36
2026-02-04 13F Wsfs Capital Management, Llc 21.387 2,80 13.412 5,28
2026-02-05 13F Bright Futures Wealth Management, LLC. 330 207
2026-02-11 13F Resolute Advisors LLC 82.979 4,22 52.039 6,43
2026-01-15 13F Maltin Wealth Management, Inc. 514 -3,38 322 -0,92
2026-02-17 13F Scientech Research LLC 0 -100,00 0
2026-01-14 13F Verum Partners LLC 66.608 1,67 41.772 4,12
2026-02-11 13F WESCAP Management Group, Inc. 3.721 13,07 2.334 15,78
2026-02-17 13F Atom Investors LP 67.041 42.043
2026-01-23 13F Prosperity Advisers, LLC 5.404 3.389
2026-01-28 13F CAPROCK Group, Inc. 201.947 -2,29 126.647 3,32
2026-02-05 13F BG Investment Services, Inc. 2.660 4,35 1.668 6,85
2026-02-17 13F Park Presidio Capital Llc 56.565 46,48 35.474 50,00
2026-01-16 13F Genesis Financial Group, LLC 441 277
2026-01-22 13F Hill Island Financial Llc 103.094 0,51 64.653 2,93
2026-02-14 13F Silver Grove Financial Group, Inc. 11.530 40,58 7.231 43,97
2026-02-05 13F Conning Inc. 31.887 0,00 19.997 2,41
2026-02-10 13F Calton & Associates, Inc. 11.290 5,94 7.080 8,49
2026-01-09 13F Spence Asset Management 771 0
2026-01-27 13F SageGuard Financial Group, LLC 4.867 3.052
2026-02-17 13F Gallagher Fiduciary Advisors, LLC 2.624 5,42 1.646 7,94
2026-01-16 13F Verus Wealth Management, Llc 20.981 5,93 13.158 8,48
2026-02-02 13F Breakwater Investment Management 219 0,00 137 2,24
2026-02-20 13F Sunbelt Securities, Inc. 4.253 -1,21 2.667 1,14
2026-02-17 13F Stokes Family Office, LLC 13.117 -6,13 8.226 -3,87
2026-01-12 13F World Equity Group, Inc. 7.282 6,38 4.567 8,92
2026-02-13 13F Archetype Wealth Partners 178.483 -2,94 112 -0,89
2025-09-26 NP BVAL - Bluemonte Large Cap Value ETF 14 8
2026-02-11 13F XML Financial, LLC 9.069 18,07 5.688 20,92
2026-02-13 13F Vivaldi Capital Management, LLC 6.587 -12,45 4.131 -10,33
2026-02-28 13F NCM Capital Management, LLC 933 0,00 585 2,28
2026-02-10 13F Operose Advisors LLC 51.712 22,83 32.434 25,81
2026-02-11 13F MidWestOne Financial Group, Inc. 3.915 -3,36 2.455 -1,01
2026-02-13 13F 71 West Capital Partners 5.946 3.729
2026-02-12 13F MetLife Investment Management, LLC 8.102 -23,82 5.081 -21,99
2026-02-03 13F Patten & Patten Inc/tn 21.381 0,00 13.409 2,41
2026-02-11 13F Manchester Capital Management LLC 36.571 22.935
2026-02-12 13F Adviser Investments LLC 86.969 19,70 54.540 22,58
2026-02-17 13F Legacy Wealth Advisors, LLC 4.767 2.990
2026-02-17 13F Janus Henderson Group Plc 476.793 -2,44 299.011 -0,09
2026-01-15 13F Presidio Capital Management, LLC 777 52,05 487 56,09
2026-01-07 13F Private Client Services, Llc 4.635 1,82 2.907 4,27
2026-02-10 13F IAG Wealth Partners, LLC 2.094 0,00 1.313 2,42
2026-03-11 13F Green Ridge Wealth Planning LLC 3.392 2.127
2026-02-11 13F Eldridge Investment Advisors, Inc. 1.001 8,10 627 10,78
2026-02-10 13F EagleClaw Capital Managment, LLC 2.579 0,59 1.617 2,99
2026-02-13 13F Portfolio Resources Advisor Group, Inc. 425 267
2026-02-12 13F Conservest Capital Advisors, Inc. 566 0,00 355 2,31
2026-02-05 13F Owen LaRue, LLC 593 3,49 372 6,00
2026-01-21 13F Access Financial Services, Inc. 509 15,68 319 18,59
2026-01-26 13F Old Point Trust & Financial Services N A 4.462 20,76 2.798 23,70
2026-02-04 13F Community Bank, N.A. 26.731 -0,07 16.764 2,33
2026-02-09 13F Powell Investment Advisors, LLC 418 0,48 262 2,75
2026-02-05 13F 1620 Investment Advisors, Inc. 114 -0,87 71 1,43
2026-01-29 13F Dupree Financial Group, LLC 1.542 -17,23 967 -15,26
2026-01-06 13F Advance Capital Management, Inc. 4.720 2,79 2.960 5,26
2026-02-10 13F Crestmont Private Wealth LLC 98.561 0,24 61.811 2,66
2026-02-13 13F Southeast Asset Advisors Inc. 0 -100,00 0
2026-02-06 13F Frisch Financial Group, Inc. 9.372 0,29 5.878 2,42
2026-01-22 13F Rodgers & Associates, LTD 492 2,29 309 4,76
2026-01-16 13F BridgePort Financial Solutions, LLC 18.525 -13,76 11.617 -11,68
2026-02-13 13F GM Advisory Group, Inc. 26.531 56,16 16.638 59,92
2026-01-26 13F Thomasville National Bank 2.036 -3,09 1.277 -0,78
2026-01-21 13F Rocky Mountain Advisers, Llc 5.074 -0,92 3.182 1,50
2026-01-26 13F Next Level Wealth Planning, LLC 93.333 2,66 58.532 5,14
2026-02-18 13F Garton & Associates Financial Advisors LLC 62 39
2026-01-27 13F Wealth Enhancement Trust Services, Inc. 16.283 10.212
2026-01-26 13F Riverview Trust Co 2.740 0,00 1.718 2,44
2026-02-05 13F Mason & Associates Inc 1.094 35,06 686 38,59
2026-01-27 13F Greystone Financial Group, LLC 1.599 -35,60 1.003 -34,08
2026-01-14 13F EdgeRock Capital LLC 13.512 -13,18 8.474 -11,08
2026-01-23 13F Vested Financial Planning, LLC 26.051 5,75 16.337 8,30
2026-02-27 13F Compass Financial Services Inc 2.179 -3,92 1.366 -1,59
2025-12-10 13F Mainstay Capital Management Llc /adv 0 -100,00 0
2026-02-06 13F Cullen/frost Bankers, Inc. 51.614 0,30 32.369 2,72
2026-02-11 13F Oak Wealth Advisors LLC 1.099 -20,01 689 -18,07
2026-01-27 13F Old Second National Bank Of Aurora 1.243 -0,56 780 1,83
2026-01-21 13F Stone House Investment Management, LLC 245 0,00 154 2,00
2026-01-23 13F U.S. Capital Wealth Advisors, LLC 29.245 4,78 18.340 7,30
2026-01-28 13F Campbell Capital Management Inc 321 201
2026-02-02 13F Horizon Investments, LLC 13.774 2,24 8.638 4,72
2026-02-13 13F Searle & Co. 0 -100,00 0
2026-01-21 13F Jacobson & Schmitt Advisors, Llc 0 -100,00 0
2026-01-30 13F Stegner Investment Associates Inc. 13.954 31,83 8.751 35,01
2026-02-11 13F 1776 Wealth LLC 6.975 4.374
2026-01-15 13F Signature Wealth Management Group 1.376 0,15 863 2,50
2026-02-12 13F Index Technologies Group LLC 1.650 1.035
2026-01-22 13F Searcy Financial Services Inc /adv 13.249 0,26 8.309 2,68
2026-02-06 13F KDT Advisors, LLC 14.354 0,00 9.002 2,40
2026-02-03 13F Oak Family Advisors, Llc 703 -0,28 441 2,09
2026-01-20 13F Savvy Advisors, Inc. 326.075 41,95 204.491 45,37
2026-02-03 13F Drucker Wealth 3.0, LLC 83.964 4,38 52.656 6,90
2026-02-13 13F Glen Eagle Advisors, LLC 3.666 41,54 2.299 44,96
2026-02-11 13F Omnitrust Wealth Management, Inc 14.334 8.989
2026-02-11 13F Shared Vision Wealth Group LLC 693 0,00 442 3,76
2026-01-12 13F DAVENPORT & Co LLC 332.599 17,10 208.583 19,92
2026-02-17 13F Prostatis Group LLC 1.882 -10,17 1.180 -7,96
2026-01-30 13F Woodside Wealth Management LLC 51.784 1,47 32.475 3,91
2026-02-06 13F Bare Financial Services, Inc 18 -35,71 11 -35,29
2026-02-17 13F State Of Wisconsin Investment Board 550 345
2026-02-05 13F Sage Financial Management Group, Inc. 14.424 -0,35 9.046 2,04
2026-02-03 13F Mma Asset Management Llc 843 -24,39 529 -22,58
2026-02-06 13F Paradigm Capital Management, LLC/NV 482 0,42 0
2026-02-13 13F Capstone Wealth Management Group, Llc 1.815 0,06 1.138 2,43
2026-01-22 13F Roffman Miller Associates Inc /pa/ 5.243 3.288
2026-02-10 13F Linscomb & Williams, Inc. 4.688 -2,60 2.940 -0,27
2026-02-02 13F Advisors Preferred, LLC 1.100 -59,26 691 -58,35
2026-03-11 13F Downshift Financial, LLC 4.263 2.654
2026-01-15 13F Bourgeon Capital Management Llc 2.816 0,07 1.766 2,44
2026-01-15 13F Royal Fund Management, LLC 58.246 22,29 36.654 25,18
2026-01-09 13F Twele Capital Management, Inc. 96.280 0,36 60.380 2,78
2026-02-05 13F High Note Wealth, LLC 650 0,00 408 2,26
2026-02-19 13F CI Private Wealth, LLC Put 100 63
2026-02-02 13F Qrg Capital Management, Inc. 66.413 6,13 41.650 8,69
2026-02-18 13F Beacon Pointe Advisors, LLC 585.411 13,13 367.129 15,86
2026-01-12 13F Freestate Advisors LLC 24.138 -8,00 15.137 -5,79
2026-02-04 13F Dogwood Wealth Management LLC 173 -15,20 108 -13,60
2026-02-17 13F EFG International AG 37.948 23.798
2026-02-17 13F Capital Planning Advisors, LLC 13.517 2,90 8.477 5,37
2026-01-07 13F Significant Wealth Partners LLC 1.924 -70,80 1.207 -70,11
2026-02-05 13F Clarion Wealth Managment Partners, LLC 912 5,31 572 7,92
2026-01-20 13F AdvisorNet Financial, Inc 27.001 2,04 16.933 4,50
2026-02-09 13F Shufro Rose & Co Llc 42.249 26.496
2026-01-27 13F Osborne Partners Capital Management, Llc 696 -16,45 436 -14,51
2026-01-29 13F Obermeyer Wood Investment Counsel, Lllp 155.497 2,69 97.517 5,17
2026-02-02 13F Legacy Edge Advisors, LLC 7.960 4.992
2026-01-07 13F Sagespring Wealth Partners, Llc 1.509.542 -1,38 302.344 -1,90
2026-02-13 13F Zinnia Wealth Advisory, LLC 902 566
2026-01-28 13F Cadinha & Co Llc 359 225
2026-02-04 13F Bensler, LLC 3.477 -0,34 2.181 2,06
2026-01-21 13F Clayton Financial Group LLC 778 174,91 488 181,50
2026-01-30 13F North Star Investment Management Corp. 44.712 1,36 28.016 3,71
2026-02-05 13F Proactive Wealth Strategies LLC 383 10,06 240 12,68
2026-02-19 13F CI Private Wealth, LLC 3.187.606 29,18 1.829.065 20,91
2026-01-22 13F City Holding Co 714 0,00 448 2,29
2026-02-24 13F MidFirst Bank 3.859 2.420
2026-02-11 13F Jabodon Pt Co 322.647 202
2026-02-10 13F Ellevest, Inc. 2.509 -1,30 1.573 1,09
2026-01-23 13F Legacy Financial Strategies, LLC 8.706 -1,01 5.460 1,37
2026-02-11 13F Taylor Hoffman Capital Management LLC 5.458 -1,41 3.423 0,94
2026-02-11 13F Jpmorgan Chase & Co 11.688.493 -57,10 7.330.206 -56,07
2026-02-06 13F Verde Capital Management 806 11,48 506 14,25
2026-02-17 13F Campion Asset Management LLC 1.100 0,00 690 2,38
2026-02-19 13F Atomi Financial Group, Inc. 84.447 5,19 52.959 7,72
2026-01-26 13F Chicago Capital, LLC 4.824 -45,01 3.025 -43,68
2026-02-13 13F Cordoba Advisory Partners LLC 29.187 18.304
2026-02-09 13F Clune & Associates, Ltd. 22.686 26,41 14.227 29,45
2026-02-17 13F Modern Wealth Management, LLC 60.876 -11,55 38.177 -9,42
2026-02-13 13F Karpus Management, Inc. 0 -100,00 0
2026-02-17 13F Ibex Wealth Advisors 3.599 43,22 2.257 46,65
2026-02-11 13F State Farm Mutual Automobile Insurance Co 284.075 43,84 178.152 47,31
2026-01-26 13F Cwm, Llc 220.765 -3,58 138 -1,43
2026-02-11 13F Clarity Retirement & Wealth, LLC 426 267
2026-02-13 13F Markin Asset Management, LP 5.041 3.161
2026-02-09 13F Knights of Columbus Asset Advisors LLC 558 0,00 350 2,35
2026-01-23 13F Rede Wealth, LLC 0 -100,00 0
2026-02-17 13F XTX Topco Ltd 8.146 5.109
2026-01-09 13F Diversified Trust Co 887.525 7,23 556.594 9,81
2026-01-30 13F Simplicity Wealth,LLC 95.049 -6,67 59.608 -4,42
2026-02-03 13F Detalus Advisors, LLC 10.754 0,87 6.744 3,29
2026-01-23 13F Bowman & Co S.C. 52.501 1,47 32.929 3,94
2026-02-12 13F Barings Llc 35.299 0,00 22.137 2,41
2026-01-13 13F Sendero Wealth Management, LLC 20.540 8,56 12.881 11,18
2026-01-22 13F Intergy Private Wealth, LLC 335 210
2026-01-28 13F Proathlete Wealth Management Llc 162 102
2026-02-10 13F Peak Retirement Planning, Inc. 13.500 -37,06 8.466 -35,54
2026-02-05 13F Lynx Investment Advisory 1.851 0,22 1.161 2,65
2026-01-12 13F Asset Allocation & Management Company, LLC 34.668 -13,50 22 -12,50
2026-02-11 13F Prestige Wealth Management Group LLC 783 -3,09 491 -0,81
2026-02-09 13F Strategic Financial Concepts, LLC 802 -46,21 503 -45,85
2026-01-23 13F Family Investment Center, Inc. 6.965 -1,57 4.368 0,81
2026-02-06 13F Clientfirst Wealth Management, LLC 6.920 0,00 4.340 2,41
2026-02-09 13F Wellington Shields Capital Management, LLC 8.694 6,90 5.452 9,48
2026-01-12 13F Spinnaker Investment Group, LLC 794 -8,94 498 -6,75
2026-01-20 13F Ethos Financial Group, LLC 61.415 -1,04 38.515 1,08
2026-01-21 13F Runnymede Capital Advisors, Inc. 992 622
2026-01-12 13F Schaper Benz & Wise Investment Counsel Inc/wi 1.357 44,06 851 47,57
2026-03-04 13F Rehmann Capital Advisory Group 101.313 26,82 63.609 29,99
2026-02-13 13F First Trust Advisors Lp 11.116 57,97 6.971 61,78
2026-01-09 13F Aurelius Family Office LLC 59.367 1,92 37.547 5,27
2026-02-02 13F Cypress Point Wealth Management, LLC 18.383 -13,05 11.529 -10,95
2026-02-03 13F Wulff, Hansen & Co. 1.931 -3,98 1.211 -1,71
2025-11-13 13F Glenmede Investment Management, LP 1.691.433 4,29 1.035.800 12,43
2026-01-06 13F Unique Wealth, Llc 3.925 0,82 2.462 3,27
2026-02-12 13F Hamilton Point Investment Advisors, LLC 2.795 -1,76 1.753 0,29
2026-01-27 13F Vestia Personal Wealth Advisors 10.514 16,65 6.625 20,04
2026-01-30 13F Oakworth Capital, Inc. 46.561 1,45 29.200 3,89
2026-02-13 13F Resources Management Corp /ct/ /adv 2.283 -0,09 1 0,00
2026-02-03 13F Cheviot Value Management, LLC 4.140 6,26 2.648 7,60
2026-02-13 13F Whalerock Point Partners, Llc 8.750 2,95 5.487 5,44
2026-01-26 13F Whittier Trust Co 12.204 15,26 7.764 19,19
2026-02-12 13F SWAN Capital LLC 812 0,00 509 2,41
2026-01-21 13F Tandem Investment Partners LLC 1.927 -3,75 1.208 -1,39
2026-02-12 13F Principal Securities, Inc. 21.941 2,43 13.760 4,89
2026-01-21 13F Integris Wealth Management, LLC 1.096 5,18 687 7,68
2026-01-28 13F Financial Symmetry Inc 2.593 346,30 1.626 357,75
2026-02-11 13F Aufman Associates Inc 60.528 -1,13 37.959 1,26
2025-10-07 13F EWG Elevate Inc. 0 -100,00 0 -100,00
2026-02-12 13F Jane Street Group, Llc Call 402.700 29,65 252.545 32,78
2026-02-12 13F Jane Street Group, Llc 28.796 -0,51 18.059 1,88
2026-02-12 13F Jane Street Group, Llc Put 191.800 -57,96 120.284 -56,94
2026-01-28 13F Team Hewins, LLC 892 106,48 559 110,94
2026-01-12 13F Aurdan Capital Management, LLC 572 10,21 359 12,93
2026-01-22 13F Lee Financial Co 2.532 40,59 1.588 43,71
2025-11-13 13F Alamar Capital Management, LLC 36.367 1,63 22.334 9,55
2026-01-28 13F Mowery & Schoenfeld Wealth Management, LLC 67 -2,90 42 -2,38
2026-01-26 13F Quadrant Private Wealth Management, LLC 4.290 -0,30 2.690 1,82
2026-01-12 13F ONE Advisory Partners, LLC 387 0,00 243 2,54
2026-01-08 13F Signet Financial Management, Llc 1.625 -2,40 1.019 0,00
2026-02-13 13F Invictus Private Wealth, Llc 0 -100,00 0
2026-01-30 13F Turning Point Benefit Group, Inc. 67 0,00 42 2,44
2026-01-14 13F Ami Investment Management Inc 6.393 -5,37 4.009 -3,09
2026-01-15 13F Ironwood Financial, llc 1.361 -0,51 870 3,82
2026-01-27 13F Berger Financial Group, Inc 26.192 -1,72 16.426 0,64
2026-01-27 13F Berger Financial Group, Inc Put 1.568 2,42
2026-02-06 13F Payden & Rygel 26.955 -3,04 17 -5,88
2026-01-22 13F Systelligence, LLC 23.481 -22,29 14.726 -20,42
2026-01-23 13F Smith, Moore & Co. 18.108 -0,15 11.356 2,25
2026-01-26 13F Tribridge Partners Financial LLC 39.229 4,98 24.602 7,01
2026-02-03 13F Gateway Investment Advisers Llc 6.340 -15,46 3.976 -13,41
2026-01-09 13F IFS Advisors, LLC 132 -48,24 83 -47,44
2025-10-20 13F Masso Torrence Wealth Management Inc. 11.457 -0,56 7.016 7,21
2026-01-28 13F Old National Bancorp /in/ 538.372 1,83 337.629 4,28
2026-01-28 13F Consolidated Planning Corp 1.792 0,22 1.124 2,65
2026-02-17 13F one8zero8, LLC 637 0,00 399 2,31
2026-01-15 13F Brady Martz Wealth Solutions, LLC 2.025 215,91 1.270 223,72
2026-03-16 13F Osbon Capital Management Llc 1.919 1.203
2026-02-11 13F Galilei Investment Office LLP 72.900 -2,56 44.998 -0,07
2026-02-17 13F Bank Of America Corp /de/ Put 0 -100,00 0
2026-01-13 13F Sharkey, Howes & Javer 7.150 -6,03 4.484 -3,78
2026-02-17 13F Coppell Advisory Solutions LLC 11.917 -0,52 7.528 3,01
2026-02-05 13F RiverFront Investment Group, LLC 2.525 -2,92 1.584 -0,57
2026-02-17 13F Core Wealth Advisors, Inc. 40.052 0,52 25.118 2,94
2026-01-28 13F PMG Family Office LLC 935 0,00 586 2,09
2026-02-10 13F Principia Wealth Advisory, LLC 6 0,00 4 0,00
2026-01-12 13F Lvm Capital Management Ltd/mi 578 0,00 0
2026-02-13 13F Oarsman Capital, Inc. 2.546 -4,50 1.597 -2,21
2026-01-14 13F Conrad Siegel Investment Advisors, Inc. 162.851 0,78 102.129 3,21
2026-01-29 13F Dunhill Financial, LLC 119.887 -3,14 75.185 -0,86
2026-02-12 13F SVRN Asset Management, LLC 529 332
2026-01-22 13F Charter Trust Co 1.110 5,71 696 8,41
2026-02-18 13F Front Street Capital Management, Inc. 69.175 -0,24 43 2,38
2026-02-13 13F Bollard Group LLC 6.773 -52,15 4 -50,00
2026-01-28 13F Kanawha Capital Management Llc 2.070 4,60 1.298 7,18
2026-01-27 13F Lodestar Private Asset Management Llc 25.993 -1,08 16.301 1,31
2026-02-12 13F Bank Of Montreal /can/ 1.488.405 -2,40 933.423 -0,05
2026-02-11 13F Vermillion Wealth Management, Inc. 5.984 9,66 3.753 12,30
2026-02-13 13F Rosenblum Silverman Sutton S F Inc /ca 0 -100,00 0
2026-02-09 13F Frazier Financial Advisors, LLC 1.009 -7,60 633 -5,39
2026-02-13 13F Level Four Advisory Services, Llc 65.829 12,40 41.284 15,11
2026-03-02 13F Clearwave Capital, LLC 2.996 1.879
2026-02-13 13F Banco Santander, S.A. 245.748 11,43 154.116 14,11
2026-02-13 13F Squarepoint Ops LLC Call 2.100 -70,83 1.317 -70,15
2026-02-13 13F Squarepoint Ops LLC Put 1.100 -52,17 690 -51,07
2026-01-12 13F Byrne Asset Management LLC 3.278 23.314,29 2.056 25.587,50
2026-02-19 13F Van Diest Capital, LLC 819 513
2026-02-04 13F Oxbow Advisors, LLC 3.933 7,84 2.466 10,43
2026-02-10 13F West Chester Capital Advisors, Inc 129.262 -1,29 81.064 1,09
2026-01-29 13F Traub Capital Management LLC 422 0,00 265 2,33
2026-02-06 13F Copia Wealth Management 359 0,56 225 2,75
2026-02-10 13F Peapack Gladstone Financial Corp 289.525 3,79 182 6,47
2026-02-05 13F Cardinal Point Capital Management, ULC 4.237 3,04 2.657 6,03
2026-01-14 13F Klein Pavlis & Peasley Financial, Inc. 642 1,58 403 4,15
2026-02-13 13F Burton Enright Welch 3.732 15,11 2.340 17,88
2025-10-08 13F Rise Advisors, LLC 0 -100,00 0
2026-02-13 13F Avid Wealth Partners LLC 634 -34,77 398 -33,39
2026-02-02 13F Advanced Asset Management Advisors Inc 87.471 0,08 54.856 2,49
2026-01-23 13F Oxler Private Wealth LLC 63.419 -0,67 39.772 1,72
2025-09-26 NP BLUC - Bluemonte Large Cap Core ETF 22 13
2026-02-17 13F Northeast Financial Group, Inc. 1.894 0,00 1.188 2,33
2026-01-13 13F Shearwater Capital LLC 344 216
2026-01-14 13F Eastern Bank 16.389 -8,19 10.278 -5,97
2026-02-13 13F Plum Street Advisors, LLC 1.839 -2,34 1.153 0,00
2026-02-02 13F Bay Harbor Wealth Management, LLC 72 0,00 45 2,27
2026-02-17 13F Warren Averett Asset Management, LLC 193.364 165,33 121.264 171,72
2026-01-28 13F Davis Capital Management 293 11,41 184 13,66
2026-02-09 13F Morris Financial Concepts, Inc. 3.607 9,34 2.262 11,99
2026-02-06 13F McKinley Carter Wealth Services, Inc. 15.327 3,53 9.612 6,02
2026-02-02 13F Citizens Business Bank 14.947 -6,92 9.374 -4,68
2026-01-20 13F Toth Financial Advisory Corp 3.001 5,48 1.882 8,04
2026-01-21 13F William Howard & Co Financial Advisors Inc 917 -0,86 575 1,59
2026-01-23 13F Stanich Group LLC 1.634 0,12 1.025 2,50
2026-03-16 13F Bank of New Hampshire 16.758 -2,40 10.509 -0,05
2026-02-06 13F Creative Financial Designs Inc /adv 18.202 17,92 11.415 20,76
2026-01-30 13F Interchange Capital Partners, LLC 769 0,00 482 2,55
2026-02-03 13F Morse Asset Management, Inc 537 0,00 337 2,44
2026-01-23 13F BSW Wealth Partners 11.776 -0,22 7.385 2,17
2026-01-26 13F JNBA Financial Advisors 1.224 5,97 768 8,49
2026-01-30 13F Ares Financial Consulting, LLC 1.173 736
2026-02-02 13F JDM Financial Group LLC 394.618 578,05 19.420 -20,14
2026-02-11 13F Bank Of Korea 1.285.416 806.123
2026-01-07 13F Capital Advantage, Inc. 4.163 3,79 2.611 6,27
2026-02-06 13F Reliant Investment Partners, LLC 10.935 2,19 6.857 4,15
2026-02-10 13F Cogent Private Wealth, Inc. 7.588 4.759
2026-02-13 13F Brown Advisory Inc 419.594 16,44 263.140 19,25
2026-02-10 13F Fiduciary Family Office, Llc 3.894 0,65 2.442 3,08
2026-01-13 13F ForthRight Wealth Management, LLC 78.913 -1,93 49.489 0,44
2025-09-26 NP BLGR - Bluemonte Large Cap Growth ETF 8 5
2026-01-28 13F Accretive Wealth Partners, LLC 1.941 1,89 1.217 4,37
2026-02-12 13F Rowland & Co Investment Counsel/adv 239 0,42 150 2,05
2026-01-27 13F Novem Group 4.430 -5,04 2.778 -2,80
2025-11-07 13F Synovus Financial Corp 94.529 56,24 57.905 68,41
2026-01-23 13F Cantor Fitzgerald Investment Adviser L.p. 85.358 -3,06 53.531 -0,73
2026-01-09 13F Affinity Capital Advisors, LLC 9.481 1,53 5.946 3,50
2026-01-28 13F Hudson Value Partners, LLC 796 0,00 502 3,08
2026-02-09 13F Stephens Greth Foundation 245.401 153.898
2026-02-11 13F Pettyjohn, Wood & White, Inc 13.646 2,49 8.558 4,96
2026-02-10 13F BlackDiamond Wealth Management Inc. 2.622 0,27 1.674 4,50
2026-01-28 13F Delta Wealth Advisors LLC 20.267 -25,10 12.710 -23,30
2026-01-23 13F FSM Wealth Advisors, LLC 4.244 -29,45 2.662 -27,77
2026-01-12 13F Wiser Wealth Management, Inc 233.095 0,54 146.181 2,96
2026-02-13 13F Ames National Corp 1.070 2,39 671 5,01
2026-01-15 13F Great Waters Wealth Management 460 12,20 289 14,74
2026-01-14 13F Centurion Wealth Management LLC 10.561 8,57 6.623 11,20
2026-01-28 13F Members Wealth Llc 2.899 -19,87 1.847 -16,91
2026-01-15 13F Jamison Private Wealth Management, Inc. 793 -1,61 498 0,81
2026-01-26 13F Intelligent Financial Strategies 41.431 -0,20 25.983 1,92
2026-01-27 13F Birch Hill Investment Advisors LLC 2.691 33,68 1.688 36,93
2025-11-14 13F Wetherby Asset Management Inc 20.982 3,73 12.849 11,84
2026-02-17 13F Berkshire Bank 704 0,00 441 2,32
2026-02-17 13F Fairview Capital Investment Management, Llc 2.637 20,69 1.654 23,54
2026-01-27 13F Keystone Financial Services, LLC 2.440 -0,61 1.530 1,80
2026-02-11 13F LTS Liquid Investments LLC 46.105 28.914
2026-01-13 13F Matrix Trust Co 44.596 0,70 28 0,00
2026-01-28 13F Key Client Fiduciary Advisors, LLC 6.032 12,77 3.783 15,51
2026-02-27 13F Strategic Investment Solutions, Inc. /IL 8.695 -18,93 5.454 -17,00
2026-02-25 13F Kw Wealth Management Llc 339 2,42 213 4,93
2026-01-14 13F Goelzer Investment Management, Inc. 1.827 8,49 1.146 11,15
2026-02-11 13F Cookson Peirce & Co Inc 0 -100,00 0
2026-02-12 13F Summit Financial, LLC 155.474 1,89 97.502 4,35
2026-02-17 13F Advisor Group Holdings, Inc. 1.302.862 -10,13 817.858 -6,74
2026-02-12 13F Andina Capital Management, LLC 661 415
2026-02-10 13F Swisher Financial Concepts, Inc. 557 -2,79 349 -0,57
2026-02-11 13F MCF Advisors LLC 458.913 -2,84 287.798 -0,71
2026-01-12 13F Private Wealth Group, LLC 3.758 0,00 2.357 2,39
2026-01-28 13F Axis Capital Holdings Ltd 413.884 0,00 259.559 2,41
2026-01-23 13F Monarch Capital Management Inc/ 551 -48,65 346 -47,57
2026-01-06 13F Hiley Hunt Wealth Management 360 0,00 225 2,27
2026-02-06 13F Great Diamond Partners, LLC 6.135 161,06 3.847 167,34
2026-01-27 13F Antonelli Financial Advisors, LLC 800 0,38 502 3,08
2026-01-27 13F Friedenthal Financial 20 300,00 13 300,00
2026-02-11 13F Real Talk Capital, LLC 42.610 17,00 26.722 19,81
2026-02-17 13F Harvest Investment Services, LLC 567 42,11 356 45,49
2026-01-07 13F TCP Asset Management, LLC 3.582 -1,02 2.246 1,40
2026-01-26 13F Xcel Wealth Management, LLC 8.074 -0,28 5.063 2,12
2026-03-16 13F John A. Wolfe & Associates, Inc. 381 239
2026-02-13 13F Seneschal Advisors, LLC 790 24,02 495 27,25
2026-01-23 13F Patton Fund Management, Inc. 530 0,00 332 2,47
2026-02-02 13F PKS Advisory Services, LLC 1.713 -33,29 1.074 -31,68
2026-01-15 13F Arcadia Investment Advisors Llc 1.479 -1,99 928 0,32
2026-01-27 13F Meritage Portfolio Management 862 -3,58 541 -1,28
2026-01-14 13F Mirador Capital Partners LP 832 30,61 522 33,59
2026-02-05 13F May Hill Capital, LLC 10.542 53,70 6.611 57,38
2026-02-12 13F Westchester Capital Management, Inc. 576 0,00 361 2,56
2026-02-11 13F Orion Investment Co 5.843 2,28 3.664 4,75
2026-03-17 13F Forty-three Eighteen Advisors, LLC 556 348
2026-02-02 13F Addison Capital Co 904 -2,38 567 -0,18
2026-02-04 13F Tsfg, Llc 39.377 20,94 25 26,32
2026-01-14 13F CPR Investments Inc. 16.173 -2,18 10.143 0,18
2026-01-28 13F Grant Street Asset Management, Inc. 334 -5,38 209 -3,24
2026-02-13 13F E6 Portfolios, LLC 513 322
2026-01-23 13F Gainplan LLC 14.807 2,17 9.286 4,62
2026-01-28 13F Turtle Creek Wealth Advisors, LLC 141.553 20,02 88.774 22,91
2026-01-15 13F Westend Capital Management LLC 218 0,00 137 2,26
2026-02-03 13F International Assets Investment Management, Llc 24.400 17,60 15.302 29,91
2026-01-12 13F VisionPoint Advisory Group, LLC 16.652 7,09 10.443 9,67
2026-02-12 13F Timmons Wealth Management, LLC 476 299
2026-02-13 13F Eschler Asset Management LLP 7.552 4.736
2026-02-12 13F Oath Planning, LLC 15.426 9.674
2026-02-14 13F American Trust 289.240 -6,88 181.391 -4,64
2026-02-13 13F Chevy Chase Trust Holdings, Inc. 15.333 4,14 9.616 6,64
2026-02-10 13F Greenwich Wealth Management LLC 14.977 -0,80 9 0,00
2026-02-13 13F Fortitude Advisory Group L.L.C. 2.290 83,64 1.436 88,20
2026-01-15 13F Moody Lynn & Lieberson, Llc 1.506 10,90 944 13,60
2026-02-03 13F D.B. Root & Company, LLC 9.218 -0,92 5.781 1,47
2026-02-06 13F Synergy Investment Management, LLC 39.187 -3,80 24.576 -1,48
2026-02-13 13F Kcm Investment Advisors Llc 2.549 8,51 1.598 11,13
2026-02-03 13F Sigma Investment Counselors Inc 10.704 -0,76 6.713 1,65
2026-02-04 13F National Mutual Insurance Federation of Agricultural Cooperatives 2.925.650 0,00 1.834.763 2,41
2026-01-06 13F Canal Capital Management, LLC 13.474 -0,10 8.450 2,30
2026-01-15 13F Cherry Creek Investment Advisors, Inc. 4.885 -1,27 3.064 1,09
2026-02-13 13F Missouri Trust & Investment Co 1.039 -0,48 652 1,88
2026-02-11 13F Arsenal Capital Advisors LLC 4.833 3.031
2026-02-10 13F Ade, Llc 46.145 2,49 28.939 4,96
2026-01-30 13F Arrien Investments, Inc. 4.105 -3,82 2.574 -1,49
2026-01-29 13F Solidarilty Wealth, LLC 1.186 19,32 744 21,80
2026-01-14 13F Centennial Wealth Advisory LLC 479 4,36 300 7,14
2026-02-11 13F Next Capital Management LLC 8.438 -15,93 5.292 -13,97
2026-02-12 13F Advocate Investing Services LLC 59 37
2026-01-29 13F Kickstand Ventures, Llc. 76.027 1,47 47.679 3,91
2026-02-02 13F Everest Management Corp. 10.088 -4,96 6.326 -2,68
2026-01-21 13F Crux Wealth Advisors 7.612 0,16 4.774 2,58
2026-02-11 13F Peachtree Investment Partners, LLC 30.218 -0,40 18.951 2,00
2026-02-13 13F Financial Network Wealth Advisors LLC 70 0,00 44 2,38
2026-02-17 13F Hurlow Wealth Management Group, Inc. 830 1,47 520 3,79
2026-01-28 13F Fiduciary Wealth Partners, LLC 120.381 -1,05 75.495 1,33
2026-01-20 13F Trust Co Of Toledo Na /oh/ 7.230 57,07 4.534 60,89
2026-01-30 13F Ktf Investments, Llc 791 496
2026-01-15 13F Saxony Capital Management, LLC 12.883 -0,03 8.079 2,38
2026-02-04 13F Midwest Heritage Bank, FSB 2.553 0,67 1.601 3,09
2026-02-05 13F Navalign, LLC 1.021 0,10 640 2,56
2026-01-23 13F High Net Worth Advisory Group LLC 46.178 3,53 28.960 6,03
2026-02-13 13F Droms Strauss Advisors Inc /mo/ /adv 534 4,09 335 6,37
2025-10-31 13F Mendel Capital Management LLC 22.056 3,73 13.507 11,83
2026-02-14 13F Copley Financial Group, Inc. 590 -5,30 370 -2,89
2026-01-15 13F Elser Financial Planning, Inc 9.052 0,84 5.677 2,77
2026-02-02 13F Avidian Wealth Solutions, LLC 51.657 -0,69 32.395 1,70
2026-01-09 13F Montecito Bank & Trust 14.302 193,49 8.969 200,57
2026-02-11 13F DB&C Advisors, LLC 3.473 2.178
2026-01-15 13F Capital Advisors Inc/ok 4.919 1,74 3.085 4,22
2026-02-09 13F Hutchinson Capital Management/ca 1.265 793
2026-02-13 13F Tradewinds, LLC. 5.791 -0,19 3.632 2,20
2026-01-22 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 12.145 8,78 7.616 8,27
2026-02-06 13F Planning Alternatives Ltd /adv 7.257 0,35 4.551 2,78
2026-01-23 13F Rfg Holdings, Inc. 180.604 1,59 113.263 4,04
2026-02-12 13F Investment Counsel Co Of Nevada 27.113 0,91 17.003 3,34
2026-02-17 13F Fortune 45 LLC 133.219 3,69 83.702 6,78
2026-02-17 13F Fullerton Fund Management Co Ltd 9.053 5.677
2026-01-26 13F Keystone Wealth Services, LLC 12.895 2,17 8.087 4,63
2026-02-03 13F Cassaday & Co Wealth Management LLC 6.411 8,09 4.021 10,68
2026-02-03 13F Pilgrim Partners Asia Pte Ltd 29.850 0,00 18.720 2,41
2026-02-11 13F Dearborn Partners Llc 1.173 -14,50 736 -12,50
2026-01-27 13F Beacon Bridge Wealth Partners, LLC 19.159 -1,56 12.015 0,81
2026-01-14 13F First County Bank /CT/ 4.281 27,22 2.685 30,29
2026-01-22 13F Franklin, Parlapiano, Turner & Welch, LLC 112.994 -4,24 71.875 -0,54
2026-02-13 13F Palisade Asset Management, LLC 9.584 -0,77 6.011 1,62
2026-02-14 13F Rockefeller Capital Management L.P. 7.958.040 563,22 863.469 17,51
2026-03-02 13F Amicus Financial Advisors, LLC 3.429 2.151
2026-01-21 13F Newbridge Financial Services Group, Inc. 1.050 -8,06 659 -5,87
2026-02-02 13F Vawter Financial, Ltd. 725 0,00 454 2,48
2026-01-23 13F Parthenon Llc 14.480 -4,36 9.081 -2,06
2026-01-28 13F North Point Portfolio Managers Corp/oh 1.218 1,25 764 3,67
2026-02-06 13F Associated Banc-corp 74.231 -2,15 46.552 0,21
2026-02-11 13F Vestor Capital, Llc 122 -93,62 1 0,00
2026-02-12 13F Nuveen, LLC 0 -100,00 0 -100,00
2026-02-17 13F Sherman Porfolios, Llc 322 202
2026-02-17 13F Greater Midwest Financial Group, LLC 490 17,22 307 19,92
2026-02-17 13F Integrated Advisors Network LLC 51.649 2,88 32.391 5,36
2026-01-21 13F Buffalo Business & Estate Services Ltd 1.759 1.103
2026-02-09 13F Clear Investment Research, Llc 0 -100,00 0
2026-01-21 13F Canton Hathaway, LLC 44.755 -12,85 28.067 -10,75
2026-01-13 13F Norden Group Llc 510 0,20 320 2,89
2026-02-12 13F Sun Life Financial Inc 457.725 -6,38 287 -4,01
2026-02-06 13F Envestnet Portfolio Solutions, Inc. 1.859.900 1,91 1.166.399 4,37
2026-01-28 13F Leelyn Smith, LLC 3.370 1,41 2.113 3,88
2026-02-17 13F Royal Bank Of Canada 21.356.933 496,16 13.393.573 510,52
2026-02-13 13F Financial Sense Advisors, Inc. 60.623 1,99 38.018 4,45
2026-01-28 13F Libra Wealth Llc 3.067 6,86 1.923 9,45
2026-02-09 13F Key FInancial Inc 3.221 11,30 2.020 13,55
2026-02-13 13F Sargent Investment Group, LLC 2.402 1.506
2026-02-18 13F GWM Advisors LLC 601.451 10,15 377.188 12,80
2026-01-16 13F Crowley Wealth Management, Inc. 0 -100,00 0 -100,00
2026-02-17 13F Adams Wealth Management 16.179 -0,59 10.146 1,81
2026-02-11 13F Dorsey & Whitney Trust CO LLC 29.148 -0,58 18.279 1,81
2026-02-04 13F Northeast Investment Management 112.924 1,88 70.818 4,34
2026-01-27 13F HCR Wealth Advisors 8.158 3,80 5.116 5,81
2026-02-04 13F Concentrum Wealth Management 513 322
2026-02-17 13F Hill Investment Group Partners, LLC 2.020 -3,86 1.267 -1,56
2026-02-10 13F Texas Yale Capital Corp. 6.546 6,11 4.105 8,66
2026-02-04 13F Bridgewealth Advisory Group, LLC 16.396 4,57 10.283 7,09
2026-01-27 13F Stone Point Wealth LLC 1.028 1,28 645 3,70
2026-02-13 13F Winter & Associates, Inc. 872 547
2026-01-20 13F Prospera Capital Management, LLC 21.319 -4,51 13.370 -2,22
2026-01-23 13F PMG Wealth Management, Inc. 726 39,35 455 43,53
2026-02-10 13F Resolute Capital, Llc 70.760 44.376
2026-02-12 13F Mason Investment Advisory Services, Inc. 851 -0,82 534 1,52
2026-02-04 13F American Family Investments, Inc. 187.733 9,97 117.733 12,62
2026-02-09 13F Wealthquest Corp 2.494 1.564
2026-01-06 13F Armstrong Henry H Associates Inc 336 0,00 211 2,44
2026-01-28 13F Atwood & Palmer Inc 170 183,33 107 194,44
2026-03-09 13F Rubicon Advisors, GP 570 358
2026-01-09 13F Rf&l Wealth Management, Llc 8.818 3,00 5.530 5,48
2026-02-26 13F 46 Peaks LLC 799 501
2025-10-08 13F/A New York State Common Retirement Fund 0 -100,00 0 -100,00
2026-01-21 13F Elwood & Goetz Wealth Advisory Group, LLC 135.626 -0,24 85.055 2,17
2025-11-10 13F/A Flaharty Asset Management, LLC 0 -100,00 0
2026-02-12 13F Welch Capital Partners Llc/ny 355.231 -0,15 223 2,30
2026-01-21 13F Woodmont Investment Counsel Llc 9.012 43,00 5.652 46,47
2026-02-11 13F Atlanta Consulting Group Advisors, LLC 28.697 -1,14 17.997 1,08
2026-01-08 13F Pine Haven Investment Counsel, Inc 4.420 0,00 2.772 2,40
2026-01-21 13F Financial & Tax Architects, LLC 0 -100,00 0
2026-01-23 13F Evolution Advisers, Inc. 2.498 0,77 2 0,00
2026-02-02 13F B.O.S.S. Retirement Advisors, LLC 34.782 -57,86 21.813 -56,84
2026-02-13 13F Seven Mile Advisory 8.597 -29,46 5.391 -27,76
2026-02-04 13F HORAN Wealth, LLC 15.614 69,64 9.792 73,74
2026-02-17 13F Trexquant Investment LP 586 69,86 367 73,93
2026-01-27 13F Stillwater Wealth Management Group 2.927 6,40 1.835 8,97
2026-02-02 13F Millstone Evans Group, LLC 2.834 51,88 1.777 55,60
2026-02-17 13F Ameriprise Financial Inc 4.993.237 0,49 3.131.233 2,77
2026-02-10 13F Lcnb Corp 833 -51,09 522 -49,90
2026-02-17 13F Spears Abacus Advisors LLC 20.418 -1,87 12.805 0,49
2026-01-28 13F Milestone Asset Management, Llc 16.987 -49,79 10.653 -48,58
2026-02-13 13F Solstein Capital, LLC 9.195 1.278,56 5.766 1.313,24
2026-02-05 13F S&co Inc 423 0,00 0
2026-01-23 13F Sfm, Llc 57.363 1,24 35.974 3,68
2026-01-02 13F Global Wealth Strategies & Associates 248.751 1,84 155.999 4,29
2026-02-10 13F Marietta Investment Partners Llc 855 24,82 536 27,92
2026-02-13 13F BNB Wealth Management, LLC 909 570
2026-02-05 13F Western Wealth Management, LLC 35.004 39,20 21.952 42,55
2026-02-03 13F Strengthening Families & Communities, LLC 0 -100,00 0
2026-02-10 13F Thoroughbred Financial Services, Llc 33.561 5,11 21 10,53
2026-01-13 13F Well Done, LLC 7.325 -0,27 4.594 2,13
2026-02-02 13F Dudley Capital Management, Llc 1.861 6,59 1.167 9,17
2026-01-20 13F Meridian Investment Counsel Inc. 3.182 -4,27 1.996 -1,97
2026-02-03 13F Falcon Wealth Planning 3.459 2,34 2.170 4,83
2026-02-05 13F HighMark Wealth Management LLC 15.685 -0,15 9.836 2,28
2026-02-09 13F Monetta Financial Services Inc 13.500 0,00 8.466 2,41
2026-01-26 13F West Wealth Group, LLC 738 -10,76 463 -8,32
2026-01-30 13F Arlington Trust Co LLC 5.315 -3,82 3.333 -1,51
2026-01-06 13F Sage Capital Advisors,llc 6.931 3,94 4.347 6,44
2026-01-23 13F Journey Beyond Wealth, LLC 52.441 5,85 32.887 8,40
2026-02-12 13F Chilton Capital Management Llc 3.481 14,17 2.183 16,93
2026-02-03 13F Capital City Trust Co/fl 33.453 8,88 20.979 11,51
2026-02-13 13F Evelyn Partners Investment Management LLP 77 3.750,00 48 4.700,00
2026-02-06 13F Geometric Wealth Advisors 2.860 -10,54 1.794 -8,38
2026-02-12 13F Ensign Peak Advisors, Inc 156.342 -2,51 98.047 -0,17
2026-02-09 13F Kuhn & Co Investment Counsel 425 266
2026-02-06 13F Trajan Wealth LLC 346.296 -1,64 217.173 0,73
2026-02-09 13F Narus Financial Partners, LLC 4.321 -2,15 2.710 0,18
2026-02-13 13F QTR Family Wealth, LLC 9.106 9,67 5.796 13,99
2026-02-05 13F Sequent Planning LLC 2.815 34,50 1.765 37,78
2026-01-29 13F/A Stockman Wealth Management, Inc. 3.323 -28,87 2.084 -27,19
2026-02-11 13F Ameraudi Asset Management, Inc. 56.971 -7,28 35.728 -5,05
2026-01-15 13F ALM First Financial Advisors, LLC 261.088 -6,59 143.160 -1,71
2026-01-23 13F DHJJ Financial Advisors, Ltd. 1.706 3,71 1.070 6,16
2026-02-10 13F Twin Peaks Wealth Advisors, LLC 7.297 110,05 4.657 119,05
2026-01-08 13F Goodman Financial Corp 0 -100,00 0
2026-02-13 13F Independent Family Office, LLC 0 -100,00 0
2026-02-05 13F Pinnacle Associates Ltd 17.362 -1,91 10.888 0,46
2026-01-07 13F Everpar Advisors Llc 360 2,27 226 4,65
2026-02-12 13F Schneider Downs Wealth Management Advisors, LP 22.702 9,35 14.237 11,99
2026-01-26 13F WorthPointe, LLC 27.673 -0,51 17.355 1,88
2026-02-12 13F Pettinga Financial Advisors, LLC 5.374 3.370
2026-01-08 13F Old Port Advisors 0 -100,00 0
2026-01-23 13F Keener Financial Planning LLC 840 185,71 1
2026-02-19 13F Connective Capital Management, LLC 130.110 81.596
2026-01-09 13F Baron Financial Group, LLC 375 235
2025-12-05 13F Vestwell Advisors, LLC 51
2026-02-12 13F Gerber Kawasaki Wealth & Investment Management 11.867 8,75 7.442 11,37
2026-02-02 13F Riverstone Advisors, LLC 460 0,00 288 2,49
2026-01-26 13F Pennsylvania Capital Management Inc /adv 16.855 14,66 10.570 17,43
2026-01-16 13F RedJay Asset Management Inc. 0 -100,00 0
2026-01-30 13F Wealth Forward, LLC 1.437 0,00 901 2,50
2026-02-09 13F Texas Capital Bank Wealth Management Services Inc 681.295 15,03 427.261 17,80
2026-02-11 13F TCTC Holdings, LLC 923 -20,64 579 -18,82
2026-01-20 13F Pine Harbor Wealth Management, LLC 1.264 17,36 793 20,00
2026-02-18 13F Financial Advisory Service, Inc. 9.317 2,63 5.843 5,09
2026-01-08 13F Fermata Advisors, LLC 15.103 -0,24 9.471 2,17
2026-02-13 13F Schroder Investment Management Group 1.048.213 -9,84 662.177 -6,65
2026-01-14 13F Keystone Global Partners, LLC 5.655 -1,70 3.547 0,65
2026-01-16 13F Ledgewood Wealth Advisors, LLC 8.474 -2,90 5.314 -0,56
2026-01-09 13F Atlas Brown,Inc. 344 -24,73 216 -22,94
2026-01-28 13F Momentum Wealth Planning, LLC 1.239 0,00 777 2,24
2026-02-10 13F Murphy & Mullick Capital Management Corp 749 286,08 470 297,46
2026-02-14 13F Whipplewood Advisors, LLC 462 -0,86 290 1,40
2026-01-15 13F Scharf Investments, Llc 1.322 829
2026-02-17 13F Cetera Investment Advisers 1.938.813 4,90 1.215.887 7,42
2026-02-06 13F Cadence Wealth Management LLC 710 -3,79 445 -1,33
2026-01-09 13F McCollum Christoferson Group LLC 44.160 10,36 27.694 13,02
2026-01-23 13F Valley National Advisers Inc 1.250 -1,11 1
2026-02-13 13F Gen-Wealth Partners Inc 586 0,00 368 2,51
2026-02-18 13F KKM Financial LLC 687 52,33 431 55,80
2025-11-12 13F Group One Trading, L.p. 0 -100,00 0
2026-01-30 13F RCW Management, LLC 1.062 666
2026-01-13 13F Mather Group, Llc. 66.515 0,99 41.714 3,42
2026-03-11 13F Meadowbrook Advisors Group, LLC 1.132 710
2026-02-11 13F Fund Evaluation Group, LLC 210.473 -0,35 131.994 2,05
2026-01-12 13F Burns J W & Co Inc/ny 1.961 9,25 1.230 11,83
2026-02-10 13F Fort Sheridan Advisors Llc 28.543 0,78 17.900 3,21
2026-02-11 13F Francis Financial, Inc. 126.064 -0,08 79.058 2,31
2026-01-16 13F Weatherly Asset Management L. P. 1.491 16,76 935 19,41
2026-02-17 13F Vertex Planning Partners, LLC 0 -100,00 0
2026-02-11 13F Buckingham Strategic Partners 57.021 -33,58 35.760 -33,35
2026-02-19 13F TMB Capital Partners, LLC 36.479 22.877
2026-01-07 13F IAM Advisory, LLC 331 208
2026-01-14 13F Exchange Traded Concepts, Llc 405.962 1,07 254.591 3,51
2026-01-22 13F Paragon Capital Management Ltd 628 0,00 394 2,60
2026-02-03 13F Fire Capital Management LLC 10.427 83,64 6.539 88,09
2026-01-28 13F Boston Trust Walden Corp 56.461 3,78 35.408 6,28
2026-01-14 13F Thompson Investment Management, Inc. 54 22,73 34 26,92
2026-01-20 13F Whalen Wealth Management Inc. 1.144 1,24 717 3,76
2026-01-12 13F Legacy Wealth Asset Management, LLC 1.096 3,10 688 5,53
2026-02-17 13F Van Den Berg Management I, Inc 953 -1,45 598 0,84
2026-02-05 13F BlueChip Wealth Advisors LLC 6.172 18,28 3.870 21,13
2026-02-06 13F Platt Wealth Management LLC 1.262 1
2026-01-26 13F MOKAN Wealth Management Inc. 2.790 17,28 1.747 20,23
2025-11-06 13F Wealthstream Advisors, Inc. 6.214 -6,03 3.805 1,30
2026-01-07 13F KFA Private Wealth Group, LLC 5.597 -4,37 3.510 -2,06
2026-01-20 13F American National Bank 491 75,36 308 79,53
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-01-13 13F Trinity Financial Advisors LLC 21.356 1,25 13.393 3,40
2026-02-06 13F Midwest Financial Partners Investments, Inc. 16.992 10.656
2026-02-06 13F Saranac Partners Ltd 2.523 51,17 1.587 55,80
2026-02-10 13F a16z Perennial Management, L.P. 0 -100,00 0
2026-02-06 13F Hexagon Capital Partners LLC 15.049 0,47 9.438 2,89
2026-03-10 13F PeakShares LLC 600 376
2026-02-11 13F Miller Investment Management, LP 1.256 -50,34 788 -49,16
2026-02-04 13F Pensionmark Financial Group, Llc 267.475 9,92 150.307 0,87
2026-01-27 13F Northstar Asset Management Llc 16.842 1,69 10.562 4,14
2026-01-23 13F Northwest Quadrant Wealth Management, LLC 0 -100,00 0
2026-01-27 13F Oak Harvest Investment Services 73.501 0,98 46.095 3,41
2026-01-30 13F Smart Money Group LLC 2.661 45,01 1.669 48,53
2026-01-27 13F PFG Advisors 45.256 -0,92 28.382 1,47
2026-01-27 13F Able Wealth Management LLC 4.080 178,50 2.559 185,17
2026-02-24 13F West Virginia University Foundation, Inc 452.174 22,45 283.572 25,40
2026-01-14 13F Smith Thornton Advisors LLC 2.517 -1,14 1.578 1,22
2026-01-28 13F Chicago Partners Investment Group LLC 266.263 2,56 168.766 2,91
2026-02-12 13F Wedbush Securities Inc 619.976 7,83 389 10,23
2026-02-06 13F Cedar Wealth Management, LLC 14.852 13,33 9.314 16,05
2026-02-06 13F Mach-1 Financial Group, Inc. 1.380 2,68 866 5,22
2026-02-23 13F Virtu Financial LLC 0 -100,00 0
2026-01-12 13F Willner & Heller, Llc 605 -2,42 380 0,00
2026-02-12 13F Menora Mivtachim Holdings Ltd. 8.987 -17,45 5.636 -15,45
2026-02-11 13F OneAscent Family Office, LLC 3.139 46,75 1.968 50,34
2026-01-06 13F Clark Financial Services Group Inc /bd 38.133 -6,96 24.118 -3,91
2026-01-21 13F Mezzasalma Advisors, LLC 4.346 -22,83 2.731 -20,82
2026-02-11 13F Mascagni Wealth Management, Inc. 1.120 -8,65 702 -6,40
2026-02-02 13F Fogel Capital Management, Inc. 396 2,06 248 4,64
2026-01-27 13F Vision Capital Management, Inc. 8.399 -27,16 5.267 -25,41
2026-02-13 13F/A Newport Capital Group, LLC 701 0,29 442 2,32
2026-02-10 13F Savant Capital, LLC 257.191 13,82 161.292 16,57
2026-02-13 13F Retirement Capital Strategies 23.987 -0,37 15.043 2,03
2026-02-17 13F Imprint Wealth LLC 2.014 -30,86 1.263 -29,16
2026-02-06 13F Northwest Wealth Advisors, LLC 725 455
2026-02-10 13F Soundwatch Capital LLC 22.685 3,24 14.226 5,72
2026-02-04 13F Osprey Private Wealth LLC 2.066 1.296
2026-01-26 13F SeaBridge Investment Advisors LLC 4.723 -2,22 2.962 0,14
2026-02-24 13F Alternative Investment Advisors, LLC. 361 227
2026-01-23 13F Clear Creek Financial Management, LLC 15.157 23,63 9.505 26,56
2026-02-06 13F Summit Wealth Group, LLC 121.058 0,05 75.919 2,46
2026-02-13 13F Journey Strategic Wealth Llc 38.995 1,75 24.455 4,19
2026-01-26 13F Independent Wealth Network Inc. 6.576 -0,47 4.124 1,95
2026-01-23 13F Lunt Capital Management, Inc. 589 -3,76 369 -1,34
2026-02-13 13F Cozad Asset Management Inc 27.618 7,36 17.320 9,94
2026-02-11 13F GW&K Investment Management, LLC 1.294 1
2026-01-08 13F Maridea Wealth Management LLC 6.100 2,66 3.825 4,31
2026-01-09 13F GEM Asset Management, LLC 4.743 36,49 3.008 40,76
2025-11-04 13F Pineridge Advisors LLC 638 -16,71 391 -10,34
2026-01-21 13F Palumbo Wealth Management LLC 1.801 1.129
2026-02-02 13F Triune Financial Partners, LLC 339 0,30 216 4,37
2026-02-06 13F SoundView Advisors Inc. 116.948 -8,25 73 1,39
2026-02-13 13F Klingenstein Fields & Co Lp 2.599 0,00 1.630 2,39
2026-01-13 13F Balanced Wealth Group Llc 814 3,69 500 12,36
2026-02-04 13F Naples Global Advisors, Llc 40.152 -1,41 25.180 0,68
2026-02-17 13F SPWM Advisors LLC 559 351
2026-01-21 13F Finward Bancorp 12.177 4,35 7.637 6,87
2026-02-13 13F Marino Management, LLC 10.836 6.845
2026-01-30 13F Ellenbecker Investment Group 659 80,55 414 85,20
2026-02-05 13F Unconventional Investor, LLC 47.898 3,87 30.091 6,56
2026-02-12 13F Great Lakes Advisors, Llc 13.472 8.449
2026-01-12 13F Rialto Wealth Management, LLC 37.292 1,68 23.387 4,13
2026-02-02 13F Tevis Investment Management 1.033 0,00 634 0,00
2026-02-03 13F Privium Fund Management (UK) Ltd 0 -100,00 0
2026-02-09 13F Main Street Research LLC 513 -51,47 322 -50,39
2026-02-10 13F North Berkeley Wealth Management, LLC 820 9,19 515 11,74
2026-02-17 13F Evercore Wealth Management, LLC 108.649 28,77 68.137 31,87
2026-02-06 13F Karras Company, Inc. 325 204
2026-01-23 13F Natural Investments, Llc 0 -100,00 0
2026-02-06 13F BOK Financial Private Wealth, Inc. 500.682 -0,32 313.993 1,79
2026-01-22 13F Bfsg, Llc 9.317 -0,40 5.843 2,01
2026-02-10 13F Advisor Resource Council 692 443
2026-02-11 13F Franklin Resources Inc 145.501 92,80 91.248 97,45
2026-02-02 13F Elite Wealth Management, Inc. 614 -89,25 385 -57,79
2026-01-20 13F Jackson Wealth Management, LLC 64.811 6,28 40.645 8,84
2026-01-29 13F BKM Wealth Management, LLC 476 0,00 299 2,41
2026-01-23 13F Mustard Seed Financial, LLC 2.008 -12,05 1.259 -9,88
2026-02-12 13F Tiemann Investment Advisors, Llc 331 0,00 208 2,48
2026-01-15 13F Hengehold Capital Management Llc 3.724 0,89 2.336 3,32
2026-02-13 13F Global Endowment Management, LP 24.463 -0,90 15.341 1,50
2026-02-17 13F Covington Investment Advisors Inc. 22.043 1.409,79 14
2026-02-09 13F Darden Wealth Group Inc 1.177 2,08 738 4,53
2026-02-10 13F Bank of New York Mellon Corp 3.559.269 430,28 2.232.125 443,05
2026-02-12 13F Zevin Asset Management Llc 2.601 3,96 1.631 163.000,00
2026-02-13 13F Truvestments Capital Llc 202 0,00 127 2,44
2026-01-14 13F Flywheel Private Wealth LLC 1.570 0,19 985 2,61
2025-11-12 13F Alpha Zero LLC 1.444 0,07 884 7,94
2026-02-03 13F Encompass More Asset Management 705 -5,24 442 -2,86
2026-02-05 13F Sherman Asset Management, Inc. 87 0,00 55 1,89
2026-02-06 13F Ironwood Investment Counsel, LLC 6.210 -7,01 3.895 -4,77
2026-01-23 13F Bryant Woods Investment Advisors, LLC 41.534 -3,47 26.047 -1,16
2026-01-13 13F Regatta Capital Group, Llc 1.818 0,11 1.140 2,43
2026-01-29 13F Calamos Wealth Management LLC 12.776 7,76 8.012 10,36
2026-02-12 13F Front Row Advisors LLC 50 0,00 31 3,33
2026-02-10 13F Jordan Park Group LLC 9.702 -16,77 6.085 -14,77
2026-02-17 13F Cooperman Leon G 43.593 0,00 27.338 2,41
2026-01-06 13F Collective Family Office Llc 13.420 -6,34 8.416 -4,09
2026-01-12 13F National Wealth Management Group, LLC 4.900 8,41 3.073 10,98
2026-02-11 13F Gaddis Premier Wealth Advisors LLC 1.953 1.225
2026-02-13 13F Lighthouse Financial LLC 962 0,00 603 2,38
2026-02-14 13F BluePath Capital Management, LLC 902 51,85 566 55,65
2026-01-29 13F IMC-Chicago, LLC 0 -100,00 0
2026-02-11 13F Formulate Financial Llc 25.046 2,03 15.707 4,48
2026-02-19 13F Claris Financial LLC 3.568 37,65 2.238 51,97
2026-01-27 13F Financial Advisory Corp 1.292 -2,20 810 0,25
2026-01-14 13F USA Financial Portformulas Corp 1.088 682
2026-01-26 13F SMART Wealth LLC 13.399 18,29 8.403 21,15
2026-01-15 13F BetterWealth, LLC 2.766 0,04 1.735 2,42
2026-02-13 13F Clarity Asset Management, Inc. 16 -92,34 10 -92,19
2026-01-16 13F Ronald Blue Trust, Inc. 315.339 -1,73 197.759 0,64
2026-02-04 13F Opinicus Capital, Inc. 375 0,81 235 2,63
2026-02-17 13F Fairscale Capital, LLC 43.886 1,15 27.522 3,30
2026-01-09 13F jvl associates llc 1.125 106,04 706 111,08
2026-01-21 13F Stock Yards Bank & Trust Co 20.278 12,33 12.717 15,04
2026-01-05 13F Coastline Trust Co 11.317 -3,58 7.097 -1,25
2026-01-20 13F Corundum Trust Company, INC 0 -100,00 0
2026-02-13 13F Verition Fund Management LLC 23.791 14.920
2026-02-13 13F McAdam, LLC 7.873 7,14 4.938 9,74
2025-11-14 13F Parallax Volatility Advisers, L.P. 0 -100,00 0 -100,00
2026-02-13 13F 1832 Asset Management L.P. 487 0,00 305 2,35
2025-11-14 13F Parallax Volatility Advisers, L.P. Put 0 -100,00 0 -100,00
2026-02-06 13F Kingdom Financial Group LLC. 15.371 872,85 9.640 896,79
2026-02-12 13F Walled Lake Planning & Wealth Management, Llc 5.486 -0,94 3.441 1,45
2026-01-06 13F Investors Research Corp 739 16,56 463 19,33
2026-01-14 13F WESPAC Advisors, LLC 7.445 0,00 4.669 2,39
2026-02-05 13F Thayer Partners, LLC / MA 59.564 37.354
2026-02-12 13F Fortress Private Ledger, Llc 9.625 31,85 6.036 35,03
2026-02-04 13F Tepp RIA, LLC 791 0,00 496 2,48
2026-01-28 13F New Perspectives, Inc 507 318
2025-11-14 13F WNY Asset Management, LLC 34.776 -1,61 21.296 6,07
2026-02-13 13F First National Bank Of Omaha 55.269 8,73 34.679 11,41
2026-01-23 13F Actinver Wealth Management, Inc. 3.356 -0,74 2.105 1,64
2026-02-13 13F Sunbeam Capital Management, LLC 30.371 0,56 19.047 2,68
2026-01-23 13F Eagle Strategies LLC 22.940 6,33 14.386 8,89
2026-02-10 13F Redwood Financial Network Corp 328 -13,00 206 -10,87
2026-01-30 13F First National Bank Sioux Falls 48.812 16,12 30.611 18,92
2026-01-21 13F Ameliora Wealth Management Ltd. 2.310 7,44 1.449 10,03
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