Grundlæggende statistik
| Institutionelle ejere | 1204 total, 1201 long only, 0 short only, 3 long/short - change of 5,87% MRQ |
| Gennemsnitlig porteføljeallokering | 0.3596 % - change of -3,61% MRQ |
| Institutionelle aktier (lange) | 41.431.389 (ex 13D/G) - change of 0,85MM shares 2,10% MRQ |
| Institutionel værdi (lang) | $ 12.138.177 USD ($1000) |
Institutionelt ejerskab og aktionærer
Vanguard Index Funds - Vanguard Small-Cap Growth ETF (GB:0LOE) har 1204 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 41,431,389 aktier. Største aktionærer omfatter Bank Of America Corp /de/, Morgan Stanley, Assetmark, Inc, CI Private Wealth, LLC, Sei Investments Co, LPL Financial LLC, Wells Fargo & Company/mn, EP Wealth Advisors, Inc., UBS Group AG, and Pnc Financial Services Group, Inc. .
Vanguard Index Funds - Vanguard Small-Cap Growth ETF (LSE:0LOE) 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
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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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Load All| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 14.377 | -1,01 | 4.343 | 0,49 | ||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 43.281 | 1.038,97 | 13.076 | 1.057,08 | ||||
| 2026-01-14 | 13F | Bell Bank | 2.169 | 0,00 | 655 | 1,55 | ||||
| 2026-01-20 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 561 | 13.925,00 | 169 | 16.800,00 | ||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-23 | 13F | Wealth Preservation Advisors, LLC | 1.302 | 0,08 | 393 | 1,55 | ||||
| 2026-01-21 | 13F | Kaizen Financial Strategies | 1.374 | 8,02 | 415 | 10,37 | ||||
| 2026-02-04 | 13F | Birchbrook, Inc. | 95 | 29 | ||||||
| 2026-02-13 | 13F | Truvestments Capital Llc | 300 | -2,91 | 91 | -1,10 | ||||
| 2026-01-21 | 13F | New Wave Wealth Advisors Llc | 1.308 | 3,32 | 395 | 4,77 | ||||
| 2026-01-27 | 13F | Jackson, Grant Investment Advisers, Inc. | 544 | 0,18 | 164 | 1,86 | ||||
| 2026-02-11 | 13F | Clifford Swan Investment Counsel Llc | 815 | 246 | ||||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 261 | 79 | ||||||
| 2026-01-12 | 13F | Archer Investment Management, LLC | 748 | 226 | ||||||
| 2026-02-06 | 13F | Principle Wealth Partners Llc | 1.321 | 0,00 | 399 | 1,53 | ||||
| 2026-02-10 | 13F | Holderness Investments Co | 14.211 | -0,25 | 4.293 | 1,27 | ||||
| 2026-02-11 | 13F | Bradley & Co. Private Wealth Management, LLC | 200 | 0,00 | 60 | 1,69 | ||||
| 2026-01-29 | 13F | Wheelhouse Advisory Group LLC | 2.176 | 16,80 | 664 | 19,86 | ||||
| 2026-02-09 | 13F | Carl P. Sherr & Co., LLC | 2.770 | 0,00 | 867 | 5,10 | ||||
| 2026-02-11 | 13F | OneAscent Financial Services LLC | 14.476 | 11,00 | 4.373 | 12,68 | ||||
| 2026-01-08 | 13F | Genesis Private Wealth, Llc | 1.935 | -2,32 | 584 | -0,85 | ||||
| 2026-02-10 | 13F | BKD Wealth Advisors, LLC | 668 | 202 | ||||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 1.972 | 0,00 | 596 | 1,54 | ||||
| 2026-02-05 | 13F | Dahring | Cusmano Llc | 2.608 | 9,30 | 788 | 11,00 | ||||
| 2026-01-21 | 13F | Country Trust Bank | 76 | 0,00 | 23 | 0,00 | ||||
| 2026-02-12 | 13F | Prudent Man Investment Management, Inc. | 14 | 0,00 | 4 | 33,33 | ||||
| 2026-02-24 | 13F | MidFirst Bank | 9 | 3 | ||||||
| 2026-02-04 | 13F | Wsfs Capital Management, Llc | 878 | 0,23 | 265 | 1,92 | ||||
| 2026-01-28 | 13F | Proathlete Wealth Management Llc | 6 | 0,00 | 2 | 0,00 | ||||
| 2026-01-29 | 13F | DecisionPoint Financial, LLC | 10 | 0,00 | 3 | 50,00 | ||||
| 2026-02-13 | 13F | Aire Advisors, Llc | 10.852 | -0,42 | 3.279 | 1,08 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 3.025 | -7,80 | ||||||
| 2025-11-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-20 | 13F | NavPoint Financial, Inc. | 1.375 | 0,29 | 415 | 1,72 | ||||
| 2026-03-02 | 13F | Reflection Asset Management | 39 | 12 | ||||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 937 | 0,32 | 283 | 1,44 | ||||
| 2026-01-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 996 | 0,00 | 301 | 1,35 | ||||
| 2026-01-27 | 13F | Jeppson Wealth Management, Llc | 1.287 | 0,23 | 389 | 1,57 | ||||
| 2026-02-06 | 13F | Integral Investment Advisors, Inc. | 1.135 | 31,98 | 343 | 33,59 | ||||
| 2026-02-10 | 13F | NorthStar Asset Management LLC /NJ/ | 4.367 | 4,98 | 1.319 | 6,54 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Put | 1.600 | -38,46 | 483 | -37,52 | |||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 11.300 | -9,60 | 3.414 | -8,25 | |||
| 2026-02-09 | 13F | Thrive Capital Management, LLC | 15.275 | 5,59 | 4.615 | 7,18 | ||||
| 2026-01-23 | 13F | Integrated Wealthcare, Llc | 8.062 | 2.436 | ||||||
| 2026-02-09 | 13F | William Mack & Associates, Inc. | 2.369 | -4,24 | 716 | -2,85 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 203.486 | -43,03 | 61.475 | -42,17 | ||||
| 2026-02-10 | 13F | Winthrop Capital Management, LLC | 5.948 | -1,67 | 2 | 0,00 | ||||
| 2026-02-17 | 13F | Gallagher Fiduciary Advisors, LLC | 56.956 | 2,10 | 17.207 | 3,64 | ||||
| 2026-02-13 | 13F | OpenArc Corporate Advisory, LLC | 22.965 | 6.938 | ||||||
| 2026-02-13 | 13F | Minot DeBlois Advisors LLC | 5 | -97,13 | 2 | -98,04 | ||||
| 2026-01-07 | 13F | Vigilare Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 111 | 13,27 | 34 | 13,79 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 1.253 | 0,32 | 390 | 3,45 | ||||
| 2026-01-27 | 13F | 55 North Private Wealth, LLC | 2.338 | 706 | ||||||
| 2026-02-09 | 13F | Sawgrass Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Genesis Financial Group, LLC | 5.213 | 1.575 | ||||||
| 2026-01-27 | 13F | Old Second National Bank Of Aurora | 369 | 0,00 | 111 | 1,83 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 302.816 | 32,68 | 91.484 | 34,68 | ||||
| 2026-02-18 | 13F | Caitlin John, LLC | 76 | 0,00 | 23 | 0,00 | ||||
| 2026-01-07 | 13F | Wisconsin Wealth Advisors, LLC | 2.729 | -0,40 | 825 | 1,10 | ||||
| 2026-01-12 | 13F | World Equity Group, Inc. | 2.354 | 5,28 | 711 | 6,92 | ||||
| 2026-02-02 | 13F | Breakwater Investment Management | 176 | 0,00 | 53 | 1,92 | ||||
| 2026-02-12 | 13F | Fuller & Thaler Asset Management, Inc. | 4.801 | 151,23 | 1.450 | 155,28 | ||||
| 2026-01-13 | 13F | Argentarii, LLC | 1.311 | 1,24 | 396 | 2,86 | ||||
| 2026-01-30 | 13F | Caldwell Trust Co | 1.595 | -1,42 | 482 | 0,00 | ||||
| 2025-11-13 | 13F | Triton Wealth Management, PLLC | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Fortitude Family Office, LLC | 840 | 0,00 | 254 | 1,20 | ||||
| 2026-01-15 | 13F | Rebalance, Llc | 5.668 | -0,42 | 1.712 | 1,12 | ||||
| 2026-01-23 | 13F | Transcend Wealth Collective, Llc | 6.096 | -0,39 | 1.842 | 1,10 | ||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 6.788 | -4,21 | 2.051 | -1,25 | ||||
| 2026-01-29 | 13F | Concord Wealth Partners | 528 | 0,00 | 160 | 1,27 | ||||
| 2026-02-11 | 13F | Manchester Capital Management LLC | 4.787 | 1.446 | ||||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 943 | -24,14 | 285 | -23,24 | ||||
| 2026-02-10 | 13F | Operose Advisors LLC | 151 | 0,00 | 46 | 2,27 | ||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Triad Wealth Partners, LLC | 949 | 287 | ||||||
| 2026-02-09 | 13F | Hartline Investment Corp/ | 4.306 | 0,00 | 1.301 | 1,48 | ||||
| 2026-01-29 | 13F | Northern Oak Wealth Management Inc | 4.166 | -2,09 | 1.259 | -0,63 | ||||
| 2026-02-10 | 13F | IAG Wealth Partners, LLC | 247 | 53,42 | 75 | 57,45 | ||||
| 2026-01-26 | 13F | DeLarme Wealth Management, Inc. | 11.737 | 3.546 | ||||||
| 2026-02-19 | 13F | Lexington Hill Partners, LLC | 766 | 231 | ||||||
| 2026-01-22 | 13F | Hager Investment Management Services, Llc | 11 | 3 | ||||||
| 2026-01-21 | 13F | First United Bank Trust/ | 3.535 | 3,67 | 1.068 | 5,23 | ||||
| 2026-02-17 | 13F | Silvercrest Asset Management Group Llc | 2.027 | 2,68 | 612 | 4,26 | ||||
| 2025-10-06 | 13F | Peirce Capital Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-29 | 13F | Spurstone Advisory Services, LLC | 2 | 0,00 | 1 | |||||
| 2026-02-13 | 13F | United Bank | 4.291 | 0,00 | 1.296 | 1,49 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 118.439 | -60,03 | 35.782 | -59,43 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 62.700 | 18.942 | ||||||
| 2026-02-04 | 13F | Summit Investment Advisory Services, LLC | 793 | 0,25 | 239 | 1,70 | ||||
| 2026-01-30 | 13F | Precision Wealth Strategies, LLC | 778 | -11,39 | 235 | -9,96 | ||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | 12.992 | 0,40 | 3.925 | 1,92 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 9.028 | 1,45 | 2.728 | 2,98 | ||||
| 2026-02-05 | 13F | Mainsail Asset Management, Llc | 19.074 | 6,23 | 5.762 | 7,84 | ||||
| 2026-02-13 | 13F | Mill Creek Capital Advisors, LLC | 313.730 | -0,70 | 94.781 | 0,80 | ||||
| 2026-01-22 | 13F | Rodgers & Associates, LTD | 138.062 | 1,30 | 41.710 | 2,83 | ||||
| 2026-02-05 | 13F | Petix & Botte Co | 1.710 | -4,58 | 517 | -3,19 | ||||
| 2026-02-17 | 13F | Cahill Financial Advisors Inc | 5.589 | -1,78 | 1.689 | -0,30 | ||||
| 2026-02-10 | 13F | Continuum Advisory, LLC | 1.164 | 0,09 | 352 | 1,45 | ||||
| 2026-02-12 | 13F | Titleist Asset Management, Llc | 17.138 | 0,29 | 5.178 | 1,79 | ||||
| 2026-01-26 | 13F | Sightline Wealth Advisors, LLC | 3.623 | 156,22 | 1.094 | 160,48 | ||||
| 2026-02-09 | 13F | Glenview Trust Co | 2.628 | -4,54 | 794 | -3,17 | ||||
| 2025-10-08 | 13F | Beacon Financial Group | 688 | 205 | ||||||
| 2026-01-28 | 13F | Fairway Wealth LLC | 8 | 2 | ||||||
| 2026-01-29 | 13F | Dupree Financial Group, LLC | 682 | 0,00 | 206 | 1,48 | ||||
| 2026-01-29 | 13F | Brickley Wealth Management | 100.771 | 0,14 | 30.444 | 1,65 | ||||
| 2026-01-27 | 13F | Cardinal Strategic Wealth Guidance | 119 | 0,00 | 36 | 0,00 | ||||
| 2026-01-29 | 13F | Quent Capital, LLC | 62.700 | 7,95 | 18.942 | 9,57 | ||||
| 2026-01-16 | 13F | Perigon Wealth Management, LLC | 15.774 | -2,43 | 4.765 | -0,96 | ||||
| 2026-02-02 | 13F | Pillar Financial Advisors, LLC | 9.073 | 0,00 | 2.741 | 1,52 | ||||
| 2026-02-13 | 13F | Johnson Investment Counsel Inc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Ackerman Capital Advisors, LLC | 18.708 | -3,57 | 5.652 | -2,13 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 2.280 | -3,96 | 689 | -2,55 | ||||
| 2026-02-03 | 13F | Grove Street Fiduciary, LLC | 1.319 | 0,00 | 398 | 1,53 | ||||
| 2026-02-03 | 13F | Indivisible Partners | 1.830 | 553 | ||||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 6.900 | -0,66 | 2.084 | 0,82 | ||||
| 2026-01-13 | 13F | IFG Advisors, LLC | 2.817 | 0,04 | 851 | 1,55 | ||||
| 2026-02-11 | 13F | Milestone Investment Advisors LLC | 388 | 0,00 | 117 | 1,74 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 1.649 | -5,45 | 498 | -4,05 | ||||
| 2026-01-23 | 13F | U.S. Capital Wealth Advisors, LLC | 19.499 | 34,75 | 5.891 | 36,79 | ||||
| 2026-02-13 | 13F | Strategies Wealth Advisors, LLC | 147.780 | 4,59 | 44.646 | 6,17 | ||||
| 2026-01-23 | 13F | Fifth Third Securities, Inc. | 16.764 | -3,72 | 5.065 | -2,26 | ||||
| 2026-02-12 | 13F | Valley Forge Investment Consultants Inc Adv | 2.949 | 0,14 | 891 | 1,60 | ||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 14.413 | -0,24 | 4.354 | 1,28 | ||||
| 2026-02-12 | 13F | Logan Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | DiNuzzo Private Wealth, Inc. | 99 | 0,00 | 30 | 0,00 | ||||
| 2026-01-21 | 13F | Stone House Investment Management, LLC | 2 | 1 | ||||||
| 2026-01-29 | 13F | Brindle & Bay Financial Advisors, LLC | 7.420 | 2.242 | ||||||
| 2026-02-05 | 13F | Bessemer Group Inc | 7.424 | -24,15 | 2 | 0,00 | ||||
| 2026-01-21 | 13F | Perfromance Wealth Partners, LLC | 35.244 | -5,16 | 10.648 | -3,73 | ||||
| 2026-01-27 | 13F | Wealth Enhancement Trust Services, Inc. | 671 | 203 | ||||||
| 2026-01-12 | 13F | Evanson Asset Management, LLC | 1.200 | -18,20 | 363 | -16,97 | ||||
| 2026-02-05 | 13F | SkyOak Wealth, LLC | 22.692 | -0,04 | 6.855 | 1,48 | ||||
| 2026-01-26 | 13F | Diversified Management Inc | 2.459 | 743 | ||||||
| 2026-02-17 | 13F | AIMZ Investment Advisors, LLC | 1.405 | 424 | ||||||
| 2026-01-26 | 13F | Nations Financial Group Inc, /ia/ /adv | 792 | 239 | ||||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 486 | 147 | ||||||
| 2026-01-08 | 13F | Stephens Group Asset Management, Llc | 117.855 | 0,81 | 35.605 | 2,33 | ||||
| 2025-12-09 | 13F/A | Tudor Investment Corp Et Al | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | 1776 Wealth LLC | 672 | 203 | ||||||
| 2026-01-05 | 13F | Holos Integrated Wealth LLC | 711 | 0,00 | 218 | 4,31 | ||||
| 2026-02-12 | 13F | Index Technologies Group LLC | 716 | 216 | ||||||
| 2026-02-11 | 13F | Curio Wealth, Llc | 62 | 0,00 | 19 | 5,56 | ||||
| 2026-01-28 | 13F | Diversified Enterprises, LLC | 4.334 | 29,64 | 1.309 | 31,69 | ||||
| 2026-02-13 | 13F | Creekside Partners | 7.310 | 0,21 | 2.209 | 1,70 | ||||
| 2026-01-14 | 13F | Prosperity Planning, Inc. | 18.515 | 0,40 | 5.594 | 1,91 | ||||
| 2026-02-02 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 1.465 | -2,98 | 443 | -1,56 | ||||
| 2026-01-12 | 13F | DAVENPORT & Co LLC | 4.300 | -0,05 | 1.299 | 1,41 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | LongView Wealth Management | 1.558 | 3,32 | 501 | 11,83 | ||||
| 2026-02-05 | 13F | Sage Financial Management Group, Inc. | 877 | 0,00 | 265 | 1,15 | ||||
| 2026-01-21 | 13F | Westfuller Advisors, LLC | 577 | 0,00 | 174 | 1,75 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | IPG Investment Advisors LLC | 1.091 | 0,00 | 330 | 1,23 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 145 | 0,00 | 44 | 0,00 | ||||
| 2026-01-27 | 13F/A | Capital Performance Advisors Llp | 1.290 | 390 | ||||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 7.359 | 35,18 | 2.223 | 37,22 | ||||
| 2026-01-15 | 13F | Infinity Wealth Counsel, LLC | 9.992 | 1,99 | 3.019 | 3,53 | ||||
| 2026-02-13 | 13F | Capstone Wealth Management Group, Llc | 673 | 0,00 | 203 | 1,50 | ||||
| 2026-02-05 | 13F | Cdm Financial Counseling Services, Inc. | 1.003 | 304 | ||||||
| 2026-02-10 | 13F | Belvedere Trading LLC | Call | 2.400 | 60,00 | 725 | 62,56 | |||
| 2026-02-12 | 13F | ROSS\JOHNSON & Associates LLC | 19 | 0,00 | 6 | 0,00 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 113.822 | -3,03 | 34.387 | -1,57 | ||||
| 2026-01-15 | 13F | Wright Fund Managment, LLC | 53.228 | -0,24 | 16.081 | 1,27 | ||||
| 2026-02-10 | 13F | Linscomb & Williams, Inc. | 829 | 0,00 | 250 | 1,63 | ||||
| 2026-01-14 | 13F | Mechanics Bank Trust Department | 40.282 | 5,65 | 12.170 | 7,24 | ||||
| 2025-10-15 | 13F | Stephens Consulting, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Royal Fund Management, LLC | 3.702 | 2,15 | 1.125 | 3,59 | ||||
| 2026-02-02 | 13F | Oak Harbor Wealth Partners, Llc | 80 | 0,00 | 24 | 4,35 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 166.486 | 1,26 | 50.297 | 2,79 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 62 | -1,59 | 19 | 0,00 | ||||
| 2026-02-12 | 13F | RKL Wealth Management LLC | 1.803 | -0,93 | 545 | 0,55 | ||||
| 2026-01-28 | 13F | Kingswood Wealth Advisors, Llc | 10.600 | -2,82 | 3.202 | -1,36 | ||||
| 2026-02-11 | 13F | Convergence Financial, LLC | 755 | 7,40 | 228 | 9,09 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 1.023.103 | 14,41 | 309.100 | 16,14 | ||||
| 2026-01-07 | 13F | Cyndeo Wealth Partners, LLC | 4.156 | -0,36 | 1.256 | 1,13 | ||||
| 2025-11-14 | 13F | Williams Jones Wealth Management, LLC. | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Provenance Wealth Advisors, LLC | 20 | 0,00 | 6 | 20,00 | ||||
| 2026-02-10 | 13F | Tandem Financial, LLC | 12.867 | 309,13 | 3.604 | 284,53 | ||||
| 2026-03-06 | 13F | Hsbc Holdings Plc | 1.363 | 412 | ||||||
| 2026-02-17 | 13F | Ballast Financial Advisors LLC | 7.764 | 2.346 | ||||||
| 2026-01-28 | 13F | Glassman Wealth Services | 3.015 | 0,00 | 911 | 1,45 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 1.827 | 3,51 | 552 | 5,14 | ||||
| 2026-02-18 | 13F | First Citizens Bank & Trust Co | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Valley National Advisers Inc | 8.848 | 3,42 | 3 | 0,00 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 6.427 | -21,16 | 1.952 | -19,60 | ||||
| 2026-02-12 | 13F | SWAN Capital LLC | 30.519 | -6,06 | 9.220 | -4,64 | ||||
| 2026-02-11 | 13F | Tradition Wealth Management, LLC | 7.771 | -2,51 | 2.348 | -1,05 | ||||
| 2026-01-29 | 13F | Obermeyer Wood Investment Counsel, Lllp | 672 | 203 | ||||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 3.524 | -1,15 | 1.065 | 0,28 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 230 | 20,42 | 0 | |||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 75.373 | 5,86 | 22.771 | 7,45 | ||||
| 2026-01-22 | 13F | City Holding Co | 4.199 | 0,00 | 1.268 | 1,52 | ||||
| 2026-02-11 | 13F | Commonwealth Retirement Investments LLC | 45 | 14 | ||||||
| 2026-02-02 | 13F | Qrg Capital Management, Inc. | 2.137 | 5,37 | 646 | 6,97 | ||||
| 2025-10-20 | 13F | Forefront Wealth Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-07 | 13F | CWA Asset Management Group, LLC | 1.086 | 0,00 | 328 | 1,55 | ||||
| 2026-01-21 | 13F | Clayton Financial Group LLC | 21.018 | 33,81 | 6.350 | 35,84 | ||||
| 2026-01-16 | 13F | Bay Capital Advisors, LLC | 3.231 | -5,05 | 976 | -3,56 | ||||
| 2026-01-12 | 13F | Roble, Belko & Company, Inc | 3 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | Bluedoor Private Wealth, Llc | 3.326 | 1.005 | ||||||
| 2026-01-30 | 13F | North Star Investment Management Corp. | 774 | 0,00 | 234 | 1,30 | ||||
| 2026-02-04 | 13F | Rollins Financial Advisors, LLC | 663 | 200 | ||||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 6.464 | -0,78 | 1.953 | 0,72 | ||||
| 2026-01-12 | 13F | Heartwood Wealth Advisors LLC | 2.560 | 0,00 | 773 | 1,58 | ||||
| 2025-10-24 | 13F | Opal Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 248.956 | 2,30 | 75.212 | 3,84 | ||||
| 2026-02-03 | 13F | SFG Wealth Management, LLC. | 1.841 | 0,00 | 556 | 1,65 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Tobias Financial Advisors, Inc. | 7.053 | -1,48 | 2.131 | 0,00 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 8.359 | 7,41 | 2.525 | 9,02 | ||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 130.633 | -3,53 | 39.466 | -2,08 | ||||
| 2026-02-05 | 13F | Everstar Asset Management, LLC | 2.113 | 0,00 | 638 | 1,59 | ||||
| 2026-02-09 | 13F | MTM Investment Management, LLC | 7 | 0,00 | 2 | 0,00 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 34.074 | -9,22 | 10.294 | -7,85 | ||||
| 2026-01-26 | 13F | Grand Wealth Management, Llc | 91 | 0,00 | 27 | 0,00 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 4.640 | 3,73 | 1.402 | 5,26 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 406 | -8,97 | 123 | -7,58 | ||||
| 2025-10-06 | 13F | Von Berge Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Cordoba Advisory Partners LLC | 8.052 | 2.432 | ||||||
| 2026-01-12 | 13F | Canvas Wealth Advisors, LLC | 4.667 | 2,64 | 1.410 | 2,55 | ||||
| 2026-02-06 | 13F | One Charles Private Wealth Services, LLC | 6.828 | 0,00 | 2.063 | 1,48 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 7.062 | 19,94 | 2.133 | 21,75 | ||||
| 2025-10-16 | 13F | Burney Co/ | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 2.276 | 23,70 | 688 | 25,59 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 19.533 | 21,03 | 5.901 | 22,86 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 4.246 | 11,59 | 1.283 | 13,25 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 255 | 0,00 | 77 | 2,67 | ||||
| 2026-01-27 | 13F | Round Rock Advisors, LLC | 3.621 | 0,00 | 1.094 | 1,58 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Put | 800 | -81,40 | 242 | -81,16 | |||
| 2026-01-28 | 13F | Cranbrook Wealth Management, LLC | 9.906 | -0,26 | 2.993 | 1,22 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Call | 25.700 | 26,60 | 7.764 | 28,52 | |||
| 2026-01-09 | 13F | Diversified Trust Co | 4.060 | 0,00 | 1.227 | 1,49 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 1.373 | 0,37 | 415 | 1,72 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | LaFleur & Godfrey LLC | 1.068 | 12,18 | 323 | 13,78 | ||||
| 2026-02-09 | 13F | Goepper Burkhardt LLC | 2.586 | -22,51 | 781 | -21,35 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 4.979 | -87,64 | 1.504 | -87,46 | ||||
| 2026-02-10 | 13F | WealthTrak Capital Management LLC | 902 | -30,24 | 272 | -29,17 | ||||
| 2026-01-23 | 13F | Tectonic Advisors Llc | 757 | 229 | ||||||
| 2026-01-21 | 13F | Capital Management Associates, Inc | 31.850 | 24,61 | 9.622 | 26,49 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 212.659 | -5,59 | 64.246 | 95.789,55 | ||||
| 2026-01-22 | 13F | Intergy Private Wealth, LLC | 4.227 | 1,56 | 1.277 | 3,07 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 342 | -12,76 | 103 | -11,21 | ||||
| 2026-02-06 | 13F | Taylor Financial Group, Inc. | 1.950 | 0,00 | 589 | 1,55 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Call | 12.900 | 69,74 | 3.897 | 72,36 | |||
| 2026-02-10 | 13F | Peak Retirement Planning, Inc. | 16.409 | 0,95 | 4.957 | 2,48 | ||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 25.532 | 12,07 | 7.599 | 20,43 | ||||
| 2025-09-26 | 13F | Capital A Wealth Management, LLC | 41 | 485,71 | 10 | 800,00 | ||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 22 | -37,14 | 7 | -40,00 | ||||
| 2026-02-10 | 13F | Spinnaker Trust | 1.445 | 57,58 | 437 | 60,29 | ||||
| 2026-02-09 | 13F | Lgl Partners, Llc | 1.353 | 0,22 | 409 | 1,49 | ||||
| 2026-01-08 | 13F | Signet Financial Management, Llc | 2.986 | -2,99 | 902 | -1,53 | ||||
| 2026-02-13 | 13F | Delos Wealth Advisors, LLC | 37 | 0,00 | 11 | 0,00 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 1.564.878 | 0,92 | 472.765 | 2,44 | ||||
| 2026-02-11 | 13F | Hoxton Planning & Management, LLC | 1.183 | 357 | ||||||
| 2026-02-09 | 13F | Strategic Equity Management | 934 | 282 | ||||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 371.897 | 4,33 | 112.354 | 5,91 | ||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 2.710 | -1,63 | 819 | -0,24 | ||||
| 2026-01-07 | 13F | Hilltop National Bank | 12.334 | 5,51 | 3.726 | 7,10 | ||||
| 2026-01-16 | 13F | Piscataqua Savings Bank | 400 | 0,00 | 121 | 0,84 | ||||
| 2026-01-09 | 13F | Aurelius Family Office LLC | 10.191 | 7,50 | 3.175 | 12,51 | ||||
| 2026-01-26 | 13F | Whittier Trust Co | 7.013 | 0,04 | 2.228 | 5,14 | ||||
| 2026-01-21 | 13F | Greenleaf Trust | 1.130 | 341 | ||||||
| 2026-02-10 | 13F | SFI Advisors, LLC | 1.382 | 7,55 | 418 | 9,16 | ||||
| 2026-01-13 | 13F | Compton Wealth Advisory Group, LLC | 5.378 | 0,00 | 1.625 | 1,50 | ||||
| 2026-01-20 | 13F | Ascent Group, LLC | 1.595 | -3,63 | 482 | -2,24 | ||||
| 2026-01-21 | 13F | Sutton Place Investors Llc | 948 | 0,11 | 286 | 1,78 | ||||
| 2026-01-13 | 13F | Parsons Capital Management Inc/ri | 842 | 0,00 | 254 | 1,60 | ||||
| 2026-02-05 | 13F | Kropog Financial Group, LLC | 865 | 0,00 | 261 | 1,56 | ||||
| 2026-01-28 | 13F | WP Advisors, LLC | 28.934 | -21,45 | 8.741 | -20,27 | ||||
| 2026-01-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 462 | 0,00 | 140 | 1,46 | ||||
| 2026-02-11 | 13F | Prestige Wealth Management Group LLC | 29 | 0,00 | 9 | 0,00 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 5.538 | 17,33 | 1.673 | 19,16 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 333 | -44,87 | 101 | -44,13 | ||||
| 2026-01-23 | 13F | Halbert Hargrove Global Advisors, Llc | 361 | 43,82 | 109 | 45,95 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Turning Point Benefit Group, Inc. | 18 | -90,77 | 5 | -91,38 | ||||
| 2026-02-02 | 13F | FSA Advisors, Inc. | 2.000 | 604 | ||||||
| 2026-02-12 | 13F | Graetz Wealth LLC | 4.623 | 1.397 | ||||||
| 2026-01-20 | 13F | Signaturefd, Llc | 1.531 | 6,47 | 463 | 7,94 | ||||
| 2026-01-16 | 13F | First Community Trust Na | 24 | 0,00 | 7 | 0,00 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 135.587 | -1,49 | 40.962 | 0,00 | ||||
| 2026-01-15 | 13F | Ironwood Financial, llc | 4.755 | 10,22 | 1.531 | 19,25 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 5.545 | -2,91 | 1.675 | -1,41 | ||||
| 2026-01-26 | 13F | BCS Wealth Management | 5.954 | 100,00 | 1.799 | 102,93 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 148.743 | -2,15 | 44.937 | -0,68 | ||||
| 2026-02-13 | 13F | Acumen Wealth Advisors, LLC | 130 | 39 | ||||||
| 2026-01-30 | 13F | Joel Isaacson & Co., LLC | 18.615 | 0,22 | 5.624 | 1,74 | ||||
| 2026-02-02 | 13F | Integrity Wealth Solutions LLC | 7.884 | 0,86 | 2.382 | 2,36 | ||||
| 2026-02-13 | 13F | Invictus Private Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Glass Jacobson Investment Advisors llc | 2.257 | 0,00 | 682 | 1,49 | ||||
| 2026-02-18 | 13F | Vident Advisory, LLC | 1.041 | 15,80 | 315 | 17,60 | ||||
| 2026-01-30 | 13F | Exencial Wealth Advisors, Llc | 69.259 | -6,21 | 20.924 | -4,80 | ||||
| 2026-02-11 | 13F | Vise Technologies, Inc. | 2.097 | 634 | ||||||
| 2026-02-11 | 13F | Resolute Advisors LLC | 1.896 | 0,26 | 573 | 1,60 | ||||
| 2026-02-11 | 13F | Invst, LLC | 1.574 | -10,42 | 476 | -9,00 | ||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 1.151 | -1,71 | 348 | -0,29 | ||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 81.868 | -10,99 | 24.733 | -9,64 | ||||
| 2026-01-26 | 13F | Quadrant Private Wealth Management, LLC | 1.226 | 0,00 | 370 | 1,37 | ||||
| 2026-02-10 | 13F | Western Reserve Capital Management, LLC | 836 | 253 | ||||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 973 | 1.927,08 | 294 | 1.992,86 | ||||
| 2026-01-15 | 13F | Brady Martz Wealth Solutions, LLC | 1.908 | -0,16 | 576 | 1,41 | ||||
| 2026-01-09 | 13F | Silverlake Wealth Management Llc | 2.027 | 2,37 | 612 | 3,90 | ||||
| 2026-02-10 | 13F | American Money Management, LLC | 1.104 | -1,95 | 334 | -0,60 | ||||
| 2026-02-13 | 13F | Commerce Bank | 19.516 | 2,50 | 5.896 | 4,04 | ||||
| 2026-02-17 | 13F | one8zero8, LLC | 8 | 2 | ||||||
| 2026-02-13 | 13F | MAI Capital Management | 10.760 | 54,04 | 3.251 | 56,40 | ||||
| 2026-01-20 | 13F | Madison Park Capital Advisors, LLC | 779 | 0,26 | 235 | 1,73 | ||||
| 2026-01-28 | 13F | Old National Bancorp /in/ | 24.995 | 14,99 | 7.551 | 16,73 | ||||
| 2026-01-29 | 13F | Camelot Portfolios, LLC | 14 | 4 | ||||||
| 2026-01-28 | 13F | HB Wealth Management, LLC | 28.300 | -1,07 | 8.550 | 0,42 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 230 | 0,00 | 69 | 1,47 | ||||
| 2026-01-09 | 13F | Zrc Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Washington Trust Advisors, Inc. | 3.724 | -1,43 | 1.125 | 0,00 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 49.056 | 4,35 | 14.820 | 5,93 | ||||
| 2026-01-30 | 13F | Axis Wealth Partners, LLC | 1.726 | -2,98 | 521 | -1,51 | ||||
| 2026-02-04 | 13F | Shoker Investment Counsel, Inc. | 3.056 | 0,07 | 924 | 1,65 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 47.920 | 22,78 | 14.477 | 24,64 | ||||
| 2026-02-17 | 13F | Coppell Advisory Solutions LLC | 1.909 | 44,08 | 582 | 47,34 | ||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 2.485 | 7,25 | 751 | 8,85 | ||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Athena Investment Management | 1.590 | -16,97 | 480 | -15,64 | ||||
| 2025-10-08 | 13F | Country Club Bank /gfn | 4.815 | 0,00 | 1.437 | 8,05 | ||||
| 2026-02-02 | 13F | Montag A & Associates Inc | 233 | 0,00 | 70 | 1,45 | ||||
| 2025-12-09 | 13F | Painted Porch Advisors LLC | 28 | 7,69 | 8 | 14,29 | ||||
| 2026-01-20 | 13F | SOA Wealth Advisors, LLC. | 9.451 | 0,97 | 2.855 | 2,51 | ||||
| 2026-02-05 | 13F | RiverFront Investment Group, LLC | 791 | 239 | ||||||
| 2026-01-22 | 13F | Evermay Wealth Management Llc | 2.765 | -2,12 | 835 | -0,71 | ||||
| 2026-02-13 | 13F | APCM Wealth Management for Individuals | 684 | -0,87 | 207 | 0,49 | ||||
| 2026-01-13 | 13F | Signal Advisors Wealth, LLC | 979 | 296 | ||||||
| 2026-02-10 | 13F | Argent Trust Co | 10.943 | 66,11 | 3.306 | 68,62 | ||||
| 2026-02-13 | 13F | Vestwell Advisors, LLC | 2.148 | 6,18 | ||||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 144 | -26,90 | 43 | -22,22 | ||||
| 2026-02-12 | 13F | Davis R M Inc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | JPL Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Signature Estate & Investment Advisors Llc | 3.223 | 0,47 | 974 | 1,99 | ||||
| 2026-01-16 | 13F | Marino, Stram & Associates Llc | 2.435 | 9,78 | 736 | 11,36 | ||||
| 2026-01-22 | 13F | Mechanics Financial Corp | 215 | 0,00 | 65 | 1,59 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 52.959 | 2,93 | 16.009 | 4,49 | ||||
| 2026-02-02 | 13F | JDM Financial Group LLC | 108 | 0,00 | 33 | 0,00 | ||||
| 2026-02-13 | 13F | Axim Planning & Wealth | 944 | -2,38 | 285 | -0,70 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 29 | 9 | ||||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 7.595 | 3,11 | 2.295 | 4,65 | ||||
| 2026-01-30 | 13F | AMG National Trust Bank | 2.640 | 0,00 | 798 | 1,53 | ||||
| 2026-02-02 | 13F | TCI Wealth Advisors, Inc. | 5.393 | 0,00 | 1.629 | 1,50 | ||||
| 2026-02-17 | 13F | Keebeck Wealth Management, LLC | 1.386 | 0,00 | 419 | 1,21 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 15.465 | -1,85 | 4.672 | -0,38 | ||||
| 2026-01-07 | 13F | Everhart Financial Group, Inc. | 23.046 | 10,36 | 6.962 | 12,04 | ||||
| 2026-01-22 | 13F | Ifrah Financial Services, Inc. | 24.229 | -4,14 | 7.320 | -2,70 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 30.261 | -11,21 | 9.142 | -9,86 | ||||
| 2026-02-10 | 13F | Pasadena Private Wealth, LLC | 56.656 | 3,32 | 17.116 | 4,88 | ||||
| 2026-01-21 | 13F | Albion Financial Group /ut | 40 | 0,00 | 12 | 9,09 | ||||
| 2026-01-27 | 13F | Lodestar Private Asset Management Llc | 764 | 0,13 | 231 | 1,32 | ||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 2.562 | -12,02 | 774 | -10,62 | ||||
| 2026-02-05 | 13F | Navalign, LLC | 299 | 90 | ||||||
| 2025-11-05 | 13F | Wells Trecaso Financial Group, LLC | 5.829 | -7,11 | 1.735 | -0,17 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 22.239 | -8,51 | 6.719 | -7,13 | ||||
| 2026-02-12 | 13F | Miller Financial Services LLC | 718 | 6,69 | 217 | 8,00 | ||||
| 2026-01-29 | 13F | Financial Life Planners | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 251 | 76 | ||||||
| 2026-02-13 | 13F/A | New England Private Wealth Advisors LLC | 783 | 0,26 | 237 | 1,72 | ||||
| 2026-02-04 | 13F | Summit Wealth Group Llc / Co | 7.028 | 2.123 | ||||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 2.546 | -14,45 | 769 | -13,11 | ||||
| 2026-01-15 | 13F | ERn Financial, LLC | 3.410 | 0,03 | 1.030 | 1,58 | ||||
| 2026-02-13 | 13F | Alerus Financial Na | 311 | 0,00 | 94 | 1,09 | ||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 4.478 | 7,64 | 1.353 | 9,21 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 29.167 | 11,26 | 8.812 | 12,93 | ||||
| 2026-02-12 | 13F | Mount Yale Investment Advisors, LLC | 849 | 256 | ||||||
| 2026-01-30 | 13F | Wagner Wealth Management, Llc | 251 | 0,00 | 76 | 1,35 | ||||
| 2026-01-29 | 13F | UBS Group AG | 726.877 | -5,41 | 219.597 | -3,98 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 408 | 946,15 | 123 | 1.018,18 | ||||
| 2026-01-13 | 13F | FC Advisory LLC | 41.838 | 1,16 | 12.640 | 2,68 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 1.147 | 3,61 | 347 | 5,17 | ||||
| 2026-01-21 | 13F | Capital Advisors, Ltd. LLC | 581 | -10,34 | 0 | |||||
| 2026-01-27 | 13F | Sage Financial Group Inc | 64.663 | 0,49 | 19.535 | 2,01 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 404 | -4,72 | 120 | 2,56 | ||||
| 2025-11-14 | 13F | Binnacle Investments Inc | 1.257 | -2,33 | 374 | 5,06 | ||||
| 2026-01-30 | 13F | Keybank National Association/oh | 3.292 | -54,00 | 995 | -53,33 | ||||
| 2026-02-12 | 13F | Skopos Labs, Inc. | 1.202 | 71,71 | 369 | 76,92 | ||||
| 2026-02-03 | 13F | F/M Investments LLC | 740 | 0,00 | 224 | 1,36 | ||||
| 2026-02-10 | 13F | Mycio Wealth Partners, Llc | 1.100 | 0,27 | 332 | 1,84 | ||||
| 2026-01-21 | 13F | MBL Wealth, LLC | 1.165 | 4,67 | 352 | 6,04 | ||||
| 2026-02-12 | 13F | Hm Payson & Co | 808 | 0,00 | 244 | 1,67 | ||||
| 2026-01-28 | 13F | Davis Capital Management | 96 | 0,00 | 29 | 3,57 | ||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 53.307 | -0,07 | 16 | 6,67 | ||||
| 2026-02-17 | 13F | Wealthedge Investment Advisors, Llc | 5.878 | -0,69 | 1.776 | 0,80 | ||||
| 2026-01-13 | 13F | Waller Financial Planning Group, Inc | 2.067 | -3,64 | 624 | -2,19 | ||||
| 2026-01-28 | 13F | Headland Capital, LLC | 1.429 | -0,97 | 432 | 0,47 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 23.257 | 448,51 | 7.026 | 457,18 | ||||
| 2026-01-22 | 13F | Trilogy Capital Inc. | 1.895 | 47,13 | 572 | 49,35 | ||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 5.681 | -0,98 | 1.716 | 0,53 | ||||
| 2026-02-06 | 13F | Cornerstone Management, Inc. | 29.691 | -2,38 | 8.970 | -0,92 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 180.387 | -0,99 | 54.516 | 0,51 | ||||
| 2026-01-14 | 13F | Acropolis Investment Management, LLC | 12.359 | -2,71 | 3.734 | 6,14 | ||||
| 2026-01-08 | 13F | Regent Peak Wealth Advisors LLC | 1.295 | -2,26 | 391 | -0,76 | ||||
| 2026-01-21 | 13F | Capital Advisory Group Advisory Services, LLC | 1.105 | 3,27 | 334 | 4,72 | ||||
| 2026-02-02 | 13F | Bay Harbor Wealth Management, LLC | 20 | 6 | ||||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 375 | -16,67 | 113 | -15,04 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 25.923 | -32,19 | 7.832 | -31,17 | ||||
| 2026-01-14 | 13F | Eastern Bank | 200 | 62,60 | 60 | 66,67 | ||||
| 2026-01-22 | 13F | Willis Johnson & Associates, Inc. | 1.971 | 0,00 | 595 | 1,54 | ||||
| 2026-01-23 | 13F | BSW Wealth Partners | 3.315 | -0,96 | 1.002 | 0,50 | ||||
| 2026-01-23 | 13F | Stanich Group LLC | 4.449 | -5,34 | 1.346 | -3,79 | ||||
| 2026-01-20 | 13F | Toth Financial Advisory Corp | 73 | 22 | ||||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 913 | -17,30 | 276 | -16,16 | ||||
| 2026-01-22 | 13F | Elm3 Financial Group, LLC | 2.861 | 864 | ||||||
| 2026-02-05 | 13F | Mesirow Financial Investment Management, Inc. | 680 | -19,91 | 205 | -18,65 | ||||
| 2026-01-28 | 13F | Investmark Advisory Group LLC | 3.782 | 0,21 | 1.143 | 1,69 | ||||
| 2026-02-06 | 13F | McKinley Carter Wealth Services, Inc. | 10.524 | -3,68 | 3.179 | -2,21 | ||||
| 2026-03-02 | 13F | Bank Of Hawaii | 4.013 | -2,36 | 1.212 | -0,90 | ||||
| 2025-10-28 | 13F | MAS Advisors LLC | 1.210 | -2,34 | 360 | 4,96 | ||||
| 2026-01-26 | 13F | JNBA Financial Advisors | 375 | 0,00 | 113 | 1,80 | ||||
| 2026-02-27 | 13F | Strategic Investment Solutions, Inc. /IL | 1.617 | -42,82 | 489 | -41,97 | ||||
| 2026-01-26 | 13F | Jacobsen Capital Management | 40.306 | -0,27 | 12.177 | 1,23 | ||||
| 2026-02-10 | 13F | Ark & Tlk Investments, Llc | 1.099 | 0,00 | 332 | 1,53 | ||||
| 2026-02-12 | 13F | Hamilton Point Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-09 | 13F | Friday Financial | 4.260 | 46,95 | 1.287 | 49,19 | ||||
| 2026-02-02 | 13F | Chapman Financial Group, Llc | 283 | 0,00 | 85 | 1,19 | ||||
| 2026-02-09 | 13F | Clearwater Capital Advisors, LLC | 1.467 | -1,01 | 443 | 0,45 | ||||
| 2026-02-02 | 13F | Woodard & Co Asset Management Group Inc /adv | 5 | 2 | ||||||
| 2026-02-12 | 13F | Connecticut Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Wesbanco Bank Inc | 12.073 | -8,96 | 3.647 | -7,58 | ||||
| 2026-01-05 | 13F | Park Avenue Securities Llc | 4.829 | 2,18 | 1 | 0,00 | ||||
| 2026-01-29 | 13F | Simon Quick Advisors, Llc | 5.436 | -2,05 | 1.642 | -0,55 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 6.188 | 5,63 | 1.847 | 13,53 | ||||
| 2026-01-27 | 13F | Clark Asset Management, LLC | 1.301 | 46,34 | 393 | 48,86 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 705 | -18,87 | 213 | -17,83 | ||||
| 2026-02-10 | 13F | DiMeo Schneider & Associates, L.L.C. | 2.601 | 12,35 | 786 | 13,77 | ||||
| 2026-01-28 | 13F | Accretive Wealth Partners, LLC | 3.247 | -4,56 | 981 | -3,16 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 27.562 | 51,02 | 8.327 | 53,31 | ||||
| 2026-02-03 | 13F | BHK Investment Advisors, LLC | 91.558 | 9,75 | 27.661 | 11,41 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 54.799 | 16.309 | ||||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 4.329 | -93,67 | 1.308 | -93,58 | ||||
| 2026-02-03 | 13F | Strategic Wealth Advisors LLC | 23.848 | 7 | ||||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 3.296 | 16,96 | 996 | 17,33 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 1.127 | 341 | ||||||
| 2026-02-09 | 13F | Blue Bell Private Wealth Management, Llc | 66 | 0,00 | 20 | 0,00 | ||||
| 2026-02-06 | 13F | TPG Financial Advisors, LLC | 874 | 1,86 | 264 | 3,14 | ||||
| 2026-02-09 | 13F | Waystone Advisors Llc | 3.472 | 1.049 | ||||||
| 2026-02-12 | 13F | Compass Capital Corp /ma/ /adv | 1.123 | -6,57 | 359 | -1,10 | ||||
| 2026-02-17 | 13F | TCG Advisory Services, LLC | 898 | 271 | ||||||
| 2026-01-28 | 13F | WPG Advisers, LLC | 790 | 0,89 | 239 | 2,15 | ||||
| 2026-02-10 | 13F | TAGStone Capital, Inc. | 12.218 | 1,08 | 3.691 | 2,44 | ||||
| 2026-01-23 | 13F | Gemmer Asset Management LLC | 15.883 | 0,00 | 4.798 | 1,50 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 19.407 | 2,36 | 5.863 | 3,92 | ||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 21.461 | 4,72 | 6.484 | 6,30 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 19.131 | 51,71 | 5.780 | 53,98 | ||||
| 2026-01-28 | 13F | EPG Wealth Management LLC | 176 | -2,22 | 53 | 0,00 | ||||
| 2026-02-04 | 13F | Rinkey Investments | 2.066 | 0,00 | 624 | 1,63 | ||||
| 2026-01-26 | 13F | BLB&B Advisors, LLC | 3.430 | 27,18 | 1.036 | 29,18 | ||||
| 2025-11-06 | 13F | Blume Capital Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Garden State Investment Advisory Services LLC | 1.335 | -2,41 | 403 | -0,98 | ||||
| 2026-01-08 | 13F | Gladwyn Financial Advisors, Inc. | 35.564 | 0,46 | 10.744 | 1,98 | ||||
| 2026-01-27 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 6.683 | -1,20 | 2.019 | 0,25 | ||||
| 2026-01-15 | 13F | Jamison Private Wealth Management, Inc. | 1.507 | 7,80 | 455 | 9,64 | ||||
| 2025-10-08 | 13F | Old Point Trust & Financial Services N A | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-27 | 13F | Keystone Financial Services, LLC | 2.659 | 0,72 | 803 | 2,29 | ||||
| 2026-01-29 | 13F | Courier Capital Llc | 1.535 | -1,16 | 464 | 0,22 | ||||
| 2026-01-23 | 13F | Curbstone Financial Management Corp | 12.540 | -0,63 | 3.788 | 0,88 | ||||
| 2025-11-07 | 13F | Sierra Ocean, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-26 | 13F | Marion Wealth Management | 34.632 | 1,22 | 11.208 | 10,06 | ||||
| 2026-01-28 | 13F | Key Client Fiduciary Advisors, LLC | 1.751 | -0,34 | 529 | 1,15 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 804 | -19,92 | 243 | -18,79 | ||||
| 2025-11-14 | 13F | Cubist Systematic Strategies, LLC | Put | 18.100 | -49,30 | 5.387 | -45,52 | |||
| 2026-02-10 | 13F | Shepherd Financial Partners LLC | 1.841 | 0,00 | 556 | 1,65 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 2.165 | 70,47 | 654 | 73,02 | ||||
| 2025-10-20 | 13F | Miracle Mile Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Cubist Systematic Strategies, LLC | Call | 2.200 | -90,27 | 655 | -89,55 | |||
| 2026-02-13 | 13F | Northwest Bancshares, Inc. | 2.190 | -6,65 | 662 | -5,30 | ||||
| 2026-02-13 | 13F | Wealth Dimensions Group, Ltd. | 669 | -5,77 | 202 | -4,27 | ||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 1.920 | -11,07 | 580 | -9,66 | ||||
| 2026-01-27 | 13F | Werba Rubin Papier Wealth Management | 6.506 | 3,73 | 1.966 | 5,31 | ||||
| 2026-02-02 | 13F | Legacy Edge Advisors, LLC | 3.855 | 1.165 | ||||||
| 2026-02-10 | 13F | JMG Financial Group, Ltd. | 935 | -2,40 | 282 | -1,05 | ||||
| 2026-01-23 | 13F | Bellevue Asset Management, Llc | 205 | 0,00 | 62 | 0,00 | ||||
| 2026-01-28 | 13F | Cornerstone Advisory, LLC | 13.456 | -1,75 | 4.065 | -0,27 | ||||
| 2026-01-29 | 13F | Facet Wealth, Inc. | 919 | 24,19 | 296 | 34,55 | ||||
| 2026-01-20 | 13F | Hanson & Doremus Investment Management | 270 | 3,45 | 0 | |||||
| 2026-01-27 | 13F | Regions Financial Corp | 755 | 6,04 | 228 | 8,06 | ||||
| 2026-02-09 | 13F | Solutions 4 Wealth, Ltd | 2.058 | -13,38 | 622 | -12,16 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 20.147 | 3,80 | 6.087 | 5,37 | ||||
| 2026-01-21 | 13F | Ccg Wealth Management, Llc | 2.142 | 0,00 | 647 | 1,57 | ||||
| 2026-02-12 | 13F | Philadelphia Trust Co | 783 | 0,00 | 0 | |||||
| 2026-01-08 | 13F | Agate Pass Investment Management, LLC | 1.523 | 21,74 | 460 | 23,66 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 1.323 | -12,62 | 400 | -11,33 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 34 | 0,00 | 10 | 0,00 | ||||
| 2026-02-02 | 13F | Sagace Wealth Management LLC | 5.576 | -2,16 | 1.685 | -0,71 | ||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 1.362 | 0,29 | 411 | 1,73 | ||||
| 2026-02-05 | 13F | Cornerstone Wealth Management, LLC | 11.326 | -1,84 | 3.422 | -0,35 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 2.013 | 608 | ||||||
| 2026-02-10 | 13F | Novak & Powell Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | PFG Investments, LLC | 1.254 | 5,64 | 379 | 7,08 | ||||
| 2026-01-23 | 13F | Legacy Bridge, LLC | 502 | 0,00 | 152 | 1,34 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 2.479 | 37,95 | 749 | 40,26 | ||||
| 2026-01-26 | 13F | Phillips Financial Management, Llc | 349 | 0,00 | 105 | 1,94 | ||||
| 2025-10-24 | 13F | rebel Financial LLC | 0 | -100,00 | 2.889 | 2,63 | ||||
| 2026-01-07 | 13F | Noble Family Wealth, LLC | 8.988 | -1,37 | 2.715 | 0,11 | ||||
| 2026-01-27 | 13F | Friedenthal Financial | 7 | 0,00 | 2 | 0,00 | ||||
| 2026-01-15 | 13F | Fifth Third Wealth Advisors LLC | 1.263 | 14,09 | 382 | 15,81 | ||||
| 2026-02-13 | 13F | Granville Capital, Inc. | 24.063 | 7.270 | ||||||
| 2026-02-17 | 13F | Fmr Llc | 63.983 | 13,34 | 19.330 | 15,05 | ||||
| 2026-02-02 | 13F | Robertson Stephens Wealth Management, LLC | 30.650 | 7,82 | 9.260 | 9,29 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 1.882.603 | -2,54 | 568.754 | -1,07 | ||||
| 2026-02-13 | 13F | McAdam, LLC | 77.204 | 4,25 | 23.324 | 5,82 | ||||
| 2026-01-13 | 13F | Presilium Private Wealth, Llc | 52.374 | 2,92 | 15.823 | 4,48 | ||||
| 2026-01-27 | 13F | Sterling Financial Planning, Inc. | 8.259 | 1,16 | 2.495 | 2,72 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 10.280 | -11,61 | 3.106 | -10,29 | ||||
| 2026-02-09 | 13F | CBIZ Investment Advisory Services, LLC | 156 | 0,00 | 47 | 2,17 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 37.839 | 79,54 | 11.432 | 115,44 | ||||
| 2026-01-08 | 13F | Kure Advisory, LLC | 4.033 | 9,30 | 1.218 | 10,93 | ||||
| 2026-01-23 | 13F | Ritholtz Wealth Management | 1.730 | -5,05 | 523 | -3,69 | ||||
| 2026-01-29 | 13F | Quadcap Wealth Management, LLC | 6.156 | -0,44 | 1.860 | 1,03 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 115.034 | 121,71 | 35 | 126,67 | ||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 4.780 | 2,73 | 1.444 | 4,34 | ||||
| 2026-02-09 | 13F | Arrow Investment Advisors, LLC | 2.257 | 682 | ||||||
| 2026-01-14 | 13F | Cypress Wealth Services, LLC | 1.035 | 313 | ||||||
| 2026-02-13 | 13F | Beacon Financial Advisory LLC | 1.673 | -0,36 | 505 | 1,20 | ||||
| 2026-01-07 | 13F | Magnus Financial Group LLC | 2.419 | 0,37 | 731 | 1,81 | ||||
| 2026-01-15 | 13F | Arcadia Investment Advisors Llc | 747 | -7,78 | 226 | -6,64 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 489 | 148 | ||||||
| 2026-02-02 | 13F | PKS Advisory Services, LLC | 4.009 | 0,12 | 1.211 | 1,68 | ||||
| 2026-02-14 | 13F | American Trust | 3.948 | 6,93 | 1.193 | 8,56 | ||||
| 2026-02-04 | 13F | Tsfg, Llc | 2.249 | 0,04 | 1 | |||||
| 2026-02-11 | 13F | Strategic Financial Partners, Ltd. | 3.684 | -2,26 | 1.113 | -0,71 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 430.614 | -8,14 | 130.094 | -6,75 | ||||
| 2026-01-07 | 13F | Harbour Capital Advisors, LLC | 6.686 | 0,00 | 2.053 | 1,89 | ||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 15.374 | -3,55 | 4.645 | -2,11 | ||||
| 2026-01-13 | 13F | Capital Investment Advisors, LLC | 1.247 | -1,34 | 377 | 0,00 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 13 | 0,00 | 4 | 0,00 | ||||
| 2026-01-27 | 13F | Richards, Merrill & Peterson, Inc. | 371 | 0,00 | 112 | 1,82 | ||||
| 2026-02-05 | 13F | Rossmore Private Capital | 833 | -0,24 | 252 | 1,21 | ||||
| 2026-02-13 | 13F | Excelsior Advisor Network LLC | 770 | 233 | ||||||
| 2026-01-15 | 13F | MEMBERS Trust Co | 16.250 | -20,06 | 4.909 | -18,85 | ||||
| 2026-01-20 | 13F | Tritonpoint Wealth, Llc | 5.040 | -12,27 | 1.523 | -11,10 | ||||
| 2026-01-27 | 13F | Godsey & Gibb Associates | 345 | 0,00 | 104 | 1,96 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 515.020 | 14,19 | 155.593 | 15,91 | ||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 2.322 | -3,89 | 701 | -2,50 | ||||
| 2026-01-21 | 13F | Sunburst Financial Group, LLC | 3.908 | 0,05 | 1.181 | 1,55 | ||||
| 2026-02-10 | 13F | Evolution Wealth Management Inc. | 24 | 0,00 | 7 | 0,00 | ||||
| 2026-01-21 | 13F | McNamara Financial Services, Inc. | 2.376 | -4,77 | 718 | -3,37 | ||||
| 2026-01-09 | 13F | Lwm Advisors Inc | 942 | 0,00 | 285 | 1,43 | ||||
| 2026-01-15 | 13F | Brookstone Capital Management | 8.879 | -8,25 | 2.682 | -6,87 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 21.902 | 6,61 | 6.614 | 8,18 | ||||
| 2026-01-09 | 13F | Dopkins Wealth Management, Llc | 23.998 | -1,03 | 7.250 | 0,46 | ||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 16 | 5 | ||||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 5.718 | 3,03 | 1.727 | 4,60 | ||||
| 2026-01-05 | 13F | Trust Co of the South | 28.063 | 2,79 | 8.478 | 4,34 | ||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 2.877 | -5,92 | 869 | -4,51 | ||||
| 2026-01-07 | 13F | Gilbert & Cook, Inc. | 1.242 | -0,32 | 375 | 1,35 | ||||
| 2026-01-28 | 13F | REDW Wealth LLC | 752 | 0,00 | 227 | 1,79 | ||||
| 2026-02-02 | 13F | Wells Financial Advisors INC | 731 | -40,91 | 221 | -40,22 | ||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 1.269 | -1,40 | 383 | 0,00 | ||||
| 2026-02-04 | 13F | Rockbridge Investment Management, LCC | 1.858 | -0,80 | 561 | 0,72 | ||||
| 2026-02-12 | 13F | Atlantic Family Wealth, Llc | 4.308 | 1,80 | 1.302 | 3,34 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 2.710 | 1,80 | 881 | 9,18 | ||||
| 2026-01-21 | 13F | Five Pine Wealth Management | 724 | -0,28 | 219 | 1,40 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 2.113 | -0,70 | 638 | 0,79 | ||||
| 2026-02-12 | 13F | McMillan Office, Inc. | 4.324 | 1.306 | ||||||
| 2026-01-28 | 13F | Morton Brown Family Wealth, LLC | 38 | -22,45 | 11 | -21,43 | ||||
| 2026-02-13 | 13F | Prudential Financial Inc | 21.389 | -5,25 | 6.526 | -2,87 | ||||
| 2026-02-17 | 13F | Pw Advisors, Llc \ Fl | 826 | 250 | ||||||
| 2026-02-18 | 13F | Pacific Excel Wealth Advisors, Inc. | 812 | 245 | ||||||
| 2026-02-09 | 13F | Strategic Financial Services, Inc, | 1.408 | 13,37 | 445 | 20,60 | ||||
| 2026-01-15 | 13F | Moody Lynn & Lieberson, Llc | 715 | 0,00 | 216 | 1,89 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 14.748 | 461,40 | 4.456 | 470,42 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 989 | -53,39 | 0 | |||||
| 2026-02-17 | 13F | Hurlow Wealth Management Group, Inc. | 1.072 | 0,00 | 324 | 1,25 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 85.981 | 14,06 | 25.976 | 15,78 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Align Financial, LLC | 288.817 | 289 | ||||||
| 2026-02-03 | 13F | Sigma Investment Counselors Inc | 1.741 | -3,60 | 526 | -2,23 | ||||
| 2026-02-09 | 13F | MSH Capital Advisors LLC | 10.373 | -0,06 | 3.134 | 1,46 | ||||
| 2026-02-11 | 13F | Arsenal Capital Advisors LLC | 1.277 | 386 | ||||||
| 2026-01-20 | 13F | Steel Peak Wealth Management LLC | 1.261 | -37,61 | 381 | -36,77 | ||||
| 2026-02-12 | 13F | IFC & Insurance Marketing, Inc. | 7 | 0 | ||||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 947 | -84,56 | 0 | -100,00 | ||||
| 2026-01-06 | 13F | WealthCare Investment Partners, LLC | 3.317 | -0,81 | 1.018 | 2,00 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 45.947 | 0,08 | 13.881 | 1,60 | ||||
| 2026-02-13 | 13F | Missouri Trust & Investment Co | 54 | 0,00 | 16 | 0,00 | ||||
| 2025-11-13 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-04 | 13F | Wallace Hart LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-29 | 13F | Lee Danner & Bass Inc | 2.092 | -0,05 | 632 | 1,61 | ||||
| 2026-01-30 | 13F | American Financial & Tax Strategies Inc | 10.967 | -1,04 | 3.313 | 0,45 | ||||
| 2026-02-09 | 13F | Smithfield Trust Co | 2.086 | -11,72 | 1 | |||||
| 2026-02-06 | 13F | Copia Wealth Management | 987 | -28,17 | 298 | -26,96 | ||||
| 2026-02-09 | 13F | Sensible Money, LLC | 1.394 | 0,00 | 421 | 1,69 | ||||
| 2026-02-03 | 13F | Coston, McIsaac & Partners | 4 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | River's Edge Wealth Management, Llc | 3.805 | 1.199 | ||||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 297.650 | 7,34 | 89.923 | 8,96 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 2.119 | -39,77 | 640 | -38,81 | ||||
| 2025-11-18 | 13F | Kozak & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | West Bancorporation Inc | 1.311 | -1,28 | 396 | 0,25 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 44.380 | 13.408 | ||||||
| 2026-02-17 | 13F | Gotham Asset Management, LLC | 4.597 | 12,70 | 1.389 | 14,43 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Independence Bank of Kentucky | 447 | -3,46 | 135 | -1,46 | ||||
| 2026-01-26 | 13F | Austin Wealth Management, LLC | 826 | 262 | ||||||
| 2026-01-20 | 13F | Trust Co Of Toledo Na /oh/ | 400 | 0,00 | 121 | 0,84 | ||||
| 2026-02-10 | 13F | Horizon Bancorp Inc /in/ | 313 | -15,63 | 0 | |||||
| 2026-02-11 | 13F | Gwn Securities Inc. | 2.276 | 14,78 | 688 | 15,66 | ||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 19.000 | 92,33 | 5.740 | 95,24 | ||||
| 2026-01-30 | 13F | Seek First Inc. | 14.373 | 1,12 | 4.342 | 2,65 | ||||
| 2026-01-20 | 13F | Cooksen Wealth, LLC | 5.259 | -0,74 | 1.589 | 0,76 | ||||
| 2026-02-05 | 13F | Td Private Client Wealth Llc | 2.951 | -0,47 | 892 | 1,02 | ||||
| 2026-02-11 | 13F | Vestor Capital, Llc | 304 | 84,24 | 0 | |||||
| 2026-02-12 | 13F | Laffer Investments | 667 | 202 | ||||||
| 2026-01-26 | 13F | Harbor Asset Planning, Inc. | 6.112 | -6,29 | 1.848 | -4,84 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 1.692 | 85,12 | 511 | 102,78 | ||||
| 2026-01-26 | 13F | United Advisor Group, LLC | 1.795 | 0,06 | 542 | 1,69 | ||||
| 2025-10-14 | 13F | HBK Sorce Advisory LLC | 952 | 291 | ||||||
| 2026-02-03 | 13F | Cassaday & Co Wealth Management LLC | 2.708 | 0,00 | 818 | 1,61 | ||||
| 2026-02-06 | 13F | Ferguson Johnson Wealth Management Inc | 4.477 | 1 | ||||||
| 2026-01-26 | 13F | XY Planning Network, Inc. | 2.702 | 1,20 | 816 | 10,42 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 127 | -11,81 | 38 | -9,52 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 18.823 | -32,61 | 5.687 | -31,60 | ||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 10.176 | -0,26 | 2.820 | -7,15 | ||||
| 2026-02-02 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 30.498 | 0,73 | 9 | 0,00 | ||||
| 2026-02-03 | 13F | RWM Asset Management, LLC | 857 | 0,00 | 276 | 7,84 | ||||
| 2026-01-29 | 13F | S.A. Mason LLC | 1.444 | 0,00 | 436 | 1,63 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 3.076 | -0,77 | 929 | 0,76 | ||||
| 2026-01-21 | 13F | Warner Financial, Inc | 12.839 | 0,46 | 4 | 0,00 | ||||
| 2026-01-23 | 13F | Meridian Financial, LLC | 5.492 | -3,51 | 1.659 | -2,01 | ||||
| 2026-01-30 | 13F | Laurel Wealth Advisors LLC | 33 | 10 | ||||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 257.656 | -27,95 | 77.925 | -26,42 | ||||
| 2026-02-02 | 13F | Mcdonald Partners Llc | 1.130 | 1,80 | 341 | 3,33 | ||||
| 2026-02-19 | 13F | Michels Family Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Matisse Capital | 9.554 | 0,00 | 2.886 | 1,51 | ||||
| 2026-02-06 | 13F | Prospect Financial Services LLC | 996 | 0,00 | 301 | 1,35 | ||||
| 2025-11-13 | 13F | Obsidian Personal Planning Solutions LLC | 870 | -2,25 | 264 | 7,32 | ||||
| 2026-01-21 | 13F | Townsend Asset Management Corp /nc/ /adv | 6.332 | -3,22 | 1.913 | -1,80 | ||||
| 2026-01-26 | 13F | Greenwood Capital Associates Llc | 9.529 | 0,96 | 2.879 | 2,49 | ||||
| 2026-01-06 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 133.093 | -0,16 | 40.179 | 1,34 | ||||
| 2026-02-02 | 13F | Oppenheimer & Co Inc | 3.633 | 5,43 | 1.098 | 7,02 | ||||
| 2026-02-09 | 13F | Green Square Capital Advisors Llc | 3.877 | 0,44 | 1.171 | 9,64 | ||||
| 2026-01-20 | 13F | Sanibel Captiva Trust Company, Inc. | 1.336 | -1,26 | 404 | 0,25 | ||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 10 | 0,00 | 3 | 50,00 | ||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 24.799 | 1,17 | 7.492 | 1,39 | ||||
| 2026-02-09 | 13F | Frazier Financial Advisors, LLC | 55 | 10,00 | 17 | 14,29 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 182 | 0,00 | 55 | 0,00 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 26.984 | 2,95 | 8.152 | 4,50 | ||||
| 2026-02-02 | 13F | Vawter Financial, Ltd. | 52.978 | 0,84 | 16.005 | 2,36 | ||||
| 2026-02-11 | 13F | Vermillion Wealth Management, Inc. | 366 | 0,83 | 111 | 2,80 | ||||
| 2026-02-06 | 13F | Evergreen Wealth Management, LLC | 3.559 | -4,97 | 1.075 | -3,50 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 75.583 | 38,42 | 22.834 | 40,52 | ||||
| 2025-11-10 | 13F | Atlantic Trust, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Associated Banc-corp | 20.813 | 2,47 | 6.288 | 4,00 | ||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 2.287 | -5,10 | 691 | -3,77 | ||||
| 2026-02-03 | 13F | Bokf, Na | 6.216 | -6,99 | 1.878 | -5,58 | ||||
| 2026-02-05 | 13F | Duncan Williams Asset Management, LLC | 3.030 | -3,60 | 939 | 0,32 | ||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 907 | 62,25 | 274 | 65,06 | ||||
| 2026-02-03 | 13F | SBI Securities Co., Ltd. | 1.838 | -6,51 | 555 | -5,13 | ||||
| 2026-02-13 | 13F | TFB Advisors LLC | 7.603 | -0,39 | 2.297 | -0,73 | ||||
| 2026-02-12 | 13F | Vickerman Investment Advisors, Inc. | 7.069 | -0,17 | 2.136 | 1,33 | ||||
| 2026-01-12 | 13F | Foster Group, Inc. | 885 | -4,53 | 267 | -2,91 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 337.484 | -0,78 | 101.957 | 0,72 | ||||
| 2025-11-14 | 13F | Imprint Wealth LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-23 | 13F | Galvin, Gaustad & Stein, LLC | 930 | 0,00 | 281 | 1,45 | ||||
| 2026-02-06 | 13F | Fortis Group Advisors, LLC | 13 | 0,00 | 4 | 0,00 | ||||
| 2026-02-02 | 13F | Verus Financial Partners, Inc. | 1.217 | 0,00 | 392 | 8,01 | ||||
| 2026-02-12 | 13F | Laurel Oak Wealth Management, Llc | 4.342 | 1.312 | ||||||
| 2026-01-07 | 13F | Aventura Private Wealth, LLC | 25 | 0,00 | 8 | 0,00 | ||||
| 2026-02-05 | 13F | Tennessee Valley Asset Management Partners | 1.914 | -0,47 | 578 | 1,05 | ||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Holistic Planning, LLC | 5.142 | 11,13 | 1.553 | 12,78 | ||||
| 2026-01-23 | 13F | Tower View Investment Management & Research LLC | 9.803 | -10,48 | 2.961 | -9,14 | ||||
| 2026-01-23 | 13F | Carnegie Capital Asset Management, LLC | 3.514 | 0,29 | 1.062 | 1,82 | ||||
| 2026-02-03 | 13F | Milestone Asset Management Group, LLC | 8.508 | 21,32 | 2.570 | 23,14 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 2.435 | 8,41 | 736 | 10,03 | ||||
| 2026-02-17 | 13F | LaSalle St. Investment Advisors, LLC | 1.748 | -6,57 | 1 | |||||
| 2026-02-23 | 13F | Mv Capital Management, Inc. | 136 | 0,00 | 41 | 10,81 | ||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 31.610 | -0,58 | 9.550 | 0,92 | ||||
| 2026-02-04 | 13F | Heritage Wealth Management, Inc. /CA/ | 8.214 | 7,02 | 2.482 | 8,63 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 109.694 | -4,22 | 33.140 | -2,78 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 849 | 256 | ||||||
| 2026-01-27 | 13F | Fortis Capital Advisors, LLC | 4.780 | 2,73 | 1.444 | 4,34 | ||||
| 2026-01-15 | 13F | Archford Capital Strategies, LLC | 7.783 | -3,81 | 2.351 | -2,33 | ||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 41 | 0,00 | 12 | 0,00 | ||||
| 2025-11-05 | 13F | SPC Financial, Inc. | 1.985 | 0,10 | 591 | 7,47 | ||||
| 2026-01-23 | 13F | DHJJ Financial Advisors, Ltd. | 45 | 0,00 | 14 | 0,00 | ||||
| 2026-02-10 | 13F | Clarity Capital Advisors, LLC | 2.400 | 18,11 | 725 | 20,03 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Mayfair Advisory Group, LLC | 4.020 | 0,40 | 1.234 | 3,61 | ||||
| 2026-02-10 | 13F | Texas Yale Capital Corp. | 22.821 | 1,97 | 6.894 | 3,51 | ||||
| 2025-11-25 | 13F | Alexander Labrunerie & Co., Inc. | 1.046 | 7,61 | 311 | 15,61 | ||||
| 2026-01-26 | 13F | Dynamic Financial Group | 758 | 0,13 | 229 | 1,33 | ||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 45 | 50,00 | 14 | 62,50 | ||||
| 2026-02-14 | 13F | Howe & Rusling Inc | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Cascade Wealth Advisors, Inc | 4.896 | 0,00 | 1.577 | 6,48 | ||||
| 2026-02-10 | 13F | Garde Capital, Inc. | 40.640 | -0,30 | 12.278 | 1,20 | ||||
| 2026-02-13 | 13F | Winter & Associates, Inc. | 666 | 201 | ||||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 173 | 0,00 | 52 | 1,96 | ||||
| 2026-02-06 | 13F | Blackston Financial Advisory Group, LLC | 755 | 9,26 | 228 | 11,22 | ||||
| 2026-02-04 | 13F | Northeast Investment Management | 2.061 | 0,00 | 623 | 1,47 | ||||
| 2026-01-14 | 13F | Spire Wealth Management | 1.035 | 0,58 | 313 | 1,96 | ||||
| 2026-01-20 | 13F | Aspiriant, Llc | 4.683 | 4,23 | 1.415 | 5,76 | ||||
| 2026-02-04 | 13F | Hallmark Capital Management Inc | 5.706 | -4,68 | 1.724 | -3,26 | ||||
| 2026-02-17 | 13F | Strategic Investment Advisors / MI | 27.825 | 16.561,68 | 8.412 | 5,41 | ||||
| 2026-01-28 | 13F | Atwood & Palmer Inc | 14 | 0,00 | 4 | 0,00 | ||||
| 2026-02-17 | 13F | Quest Investment Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Granite Investment Partners, LLC | 823 | 249 | ||||||
| 2026-01-07 | 13F | Central Pacific Bank - Trust Division | 3 | 0,00 | 1 | |||||
| 2026-02-02 | 13F | KPP Advisory Services LLC | 9.924 | 1,17 | 2.998 | 2,71 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 413.813 | 3,20 | 125.010 | 4,75 | ||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 1.488 | -4,06 | 450 | -2,60 | ||||
| 2026-01-28 | 13F | May Barnhard Investments LLC | 17.853 | 1,40 | 5.394 | 2,94 | ||||
| 2026-01-09 | 13F | Dynamic Advisor Solutions LLC | 3.003 | -10,55 | 907 | -9,21 | ||||
| 2026-01-21 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 1.000 | 302 | ||||||
| 2026-02-13 | 13F | Horizon Investment Services, LLC | 808 | 0,00 | 244 | 1,67 | ||||
| 2026-01-20 | 13F | American National Bank | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Strategic Advocates LLC | 20 | 0,00 | 6 | 20,00 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 909.819 | 1,11 | 274.865 | 2,63 | ||||
| 2026-02-09 | 13F | Key FInancial Inc | 2.980 | 5,56 | 900 | 6,76 | ||||
| 2026-02-06 | 13F | Csenge Advisory Group | 2.088 | 3,11 | 631 | 4,65 | ||||
| 2026-01-02 | 13F | Global Wealth Strategies & Associates | 97 | 0,00 | 29 | 3,57 | ||||
| 2025-11-10 | 13F | Dakota Wealth Management | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Asset Management Group, Inc. | 59.347 | -0,67 | 17.929 | 0,83 | ||||
| 2025-10-28 | 13F | American Capital Advisory, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-05 | 13F | Moloney Securities Asset Management, LLC | 724 | 0,00 | 215 | 7,50 | ||||
| 2026-02-12 | 13F | Schneider Downs Wealth Management Advisors, LP | 33.393 | 1,13 | 10.088 | 2,66 | ||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 4 | 0,00 | 1 | 0,00 | ||||
| 2026-02-13 | 13F | Gen-Wealth Partners Inc | 392.425 | 11.209,08 | 1.453 | 40,70 | ||||
| 2026-01-06 | 13F | Davis Investment Partners, LLC | 1.326 | 0,00 | 407 | 3,04 | ||||
| 2026-02-03 | 13F | Brandywine Oak Private Wealth Llc | 1.433 | 0,00 | 433 | 1,41 | ||||
| 2025-10-20 | 13F | Brendel Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Atlas Legacy Advisors, LLC | 2.363 | 11,67 | 714 | 13,35 | ||||
| 2026-02-03 | 13F | Retirement Planning Group | 3.830 | -0,75 | 1.157 | 0,78 | ||||
| 2026-02-09 | 13F | White Lighthouse Investment Management Inc. | 866 | -1,81 | 262 | -0,38 | ||||
| 2026-01-12 | 13F | Founders Grove Wealth Partners, Llc | 4.713 | 0,75 | 1.424 | 2,23 | ||||
| 2026-01-28 | 13F | Confluence Wealth Services, Inc. | 817 | -2,04 | 247 | -0,81 | ||||
| 2026-02-09 | 13F | Coordinated Financial Services, Inc. | 2.742 | -0,33 | 828 | 1,22 | ||||
| 2026-02-10 | 13F | Founders Financial Securities Llc | 7.169 | 1,03 | 2.166 | 2,56 | ||||
| 2026-01-28 | 13F | WMG Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Falcon Wealth Planning | 10.976 | -0,43 | 3.316 | 1,10 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 30.456 | 5,99 | 9.201 | 7,59 | ||||
| 2025-10-24 | 13F | Hemington Wealth Management | 1.431 | -9,49 | 0 | |||||
| 2026-01-21 | 13F | West Paces Advisors Inc. | 36 | 11 | ||||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 10.682 | -2,15 | 3.227 | -0,68 | ||||
| 2026-01-09 | 13F | Atlas Brown,Inc. | 715 | 0,00 | 216 | 1,89 | ||||
| 2026-01-29 | 13F | Klingman & Associates, LLC | 4.640 | 146,15 | 1.402 | 149,73 | ||||
| 2026-01-23 | 13F | Gilliland Jeter Wealth Management LLC | 2.488 | 0,12 | 752 | 1,62 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 325.500 | -0,37 | 98.341 | 1,13 | ||||
| 2026-02-17 | 13F | Lazard Asset Management Llc | 448 | 0,00 | 135 | 1,50 | ||||
| 2026-01-09 | 13F | First Heartland Consultants, Inc. | 17.406 | 0,01 | 5.258 | 1,53 | ||||
| 2026-02-03 | 13F | Winch Advisory Services, LLC | 18 | 0,00 | 5 | 0,00 | ||||
| 2026-02-05 | 13F | Dougherty & Associates, LLC | 765 | 231 | ||||||
| 2026-02-11 | 13F | SlateStone Wealth, LLC | 1.703 | 0,06 | 1 | |||||
| 2026-01-15 | 13F | Stewardship Advisors, LLC | 1.108 | 3,17 | 335 | 4,70 |
Other Listings
| US:VBK | 305,94 $ |
