Grundlæggende statistik
| Institutionelle ejere | 869 total, 869 long only, 0 short only, 0 long/short - change of % MRQ |
| Institutionelle aktier (lange) | 162.328.743 (ex 13D/G) |
| Institutionel værdi (lang) | $ 13.418.625 USD ($1000) |
Institutionelt ejerskab og aktionærer
World Gold Trust - SPDR Gold MiniShares Trust (MX:GLDM) har 869 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 162,328,743 aktier. Største aktionærer omfatter Sumitomo Mitsui Trust Holdings, Inc., Morgan Stanley, Wells Fargo & Company/mn, Bank Of America Corp /de/, Evoke Wealth, Llc, Empower Advisory Group, LLC, UBS Group AG, Cassaday & Co Wealth Management LLC, State Street Corp, and LPL Financial LLC .
World Gold Trust - SPDR Gold MiniShares Trust (BMV:GLDM) 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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Important Note
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Load All| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 16.754 | 43,70 | 1.430 | 60,49 | ||||
| 2025-12-09 | 13F | Painted Porch Advisors LLC | 3.057 | 0,00 | 234 | 16,50 | ||||
| 2026-01-16 | 13F | Tempus Wealth Planning, LLC | 11.004 | 4,59 | 939 | 16,79 | ||||
| 2026-01-26 | 13F | Whittier Trust Co | 101 | 0,00 | 9 | 14,29 | ||||
| 2026-02-12 | 13F | Graetz Wealth LLC | 40.922 | 3.493 | ||||||
| 2026-02-13 | 13F | Minot DeBlois Advisors LLC | 150 | 0,00 | 13 | 9,09 | ||||
| 2026-01-09 | 13F | Silverlake Wealth Management Llc | 5.138 | 15,07 | 439 | 28,45 | ||||
| 2026-01-12 | 13F | Traynor Capital Management, Inc. | 2.575 | 220 | ||||||
| 2026-02-04 | 13F | Community Bank, N.A. | 2.535 | -27,36 | 216 | -18,80 | ||||
| 2026-02-03 | 13F | Washington Trust Advisors, Inc. | 2.121 | -6,11 | 181 | 5,23 | ||||
| 2026-01-22 | 13F | Iron Financial, LLC | 3.811 | 2,47 | 325 | 14,44 | ||||
| 2026-01-08 | 13F | Genesis Private Wealth, Llc | 3.687 | 11,39 | 315 | 24,11 | ||||
| 2025-10-20 | 13F | Mid-American Wealth Advisory Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Kaizen Financial Strategies | 3.780 | 2,19 | 323 | 10,65 | ||||
| 2026-02-09 | 13F | Allen Capital Group, LLC | 2.395 | 204 | ||||||
| 2026-02-06 | 13F | Payden & Rygel | 1.300.000 | 111 | ||||||
| 2026-01-30 | 13F | Richardson Capital Management LLC | 2.905 | 248 | ||||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 73 | 6 | ||||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | Baker Tilly Financial, Llc | 97.424 | 6,50 | 8.317 | 18,93 | ||||
| 2026-02-03 | 13F | Total Investment Management Inc | 10.044 | 0,00 | 857 | 11,73 | ||||
| 2025-09-17 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 23.925 | 1.829 | ||||||
| 2026-01-26 | 13F | Invested Advisors | 2.371 | 202 | ||||||
| 2026-01-12 | 13F | Certified Advisory Corp | 24.211 | 2.067 | ||||||
| 2026-01-13 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-14 | 13F | Global View Capital Management LLC | 5.647 | -17,44 | 482 | -7,66 | ||||
| 2026-01-20 | 13F | NavPoint Financial, Inc. | 255.101 | 0,61 | 21.778 | 12,35 | ||||
| 2026-02-10 | 13F | BKD Wealth Advisors, LLC | 68.594 | -0,37 | 5.856 | 11,25 | ||||
| 2026-01-30 | 13F | Heritage Investment Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Catalyst Capital Advisors LLC | 56.300 | -11,20 | 4.806 | -0,83 | ||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 363 | 548,21 | 31 | 650,00 | ||||
| 2026-01-20 | 13F | Sheets Smith Wealth Management | 10.283 | -7,84 | 878 | 2,81 | ||||
| 2026-02-03 | 13F | Indivisible Partners | 3.133 | 267 | ||||||
| 2026-02-11 | 13F | Wealthgarden F.s. Llc | 3.688 | 0,41 | 369 | 16,04 | ||||
| 2026-02-11 | 13F | Napier Financial, LLC | 115.535 | 9.863 | ||||||
| 2026-02-13 | 13F | Change Path, LLC | 106.292 | 16,17 | 9.074 | 29,72 | ||||
| 2026-01-26 | 13F | Welch Group, LLC | 21.040 | 37,42 | 1.796 | 53,50 | ||||
| 2026-02-05 | 13F | Petix & Botte Co | 19.500 | 2,39 | 1.665 | 14,36 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 9.556 | 14,47 | 816 | 27,74 | ||||
| 2026-01-08 | 13F | Signet Financial Management, Llc | 9.031 | 4,38 | 771 | 16,49 | ||||
| 2026-01-27 | 13F | Wealth Enhancement Trust Services, Inc. | 1.036 | 88 | ||||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | OxenFree Capital LLC | 2.840 | 242 | ||||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 142.920 | -8,15 | 12.201 | 2,57 | ||||
| 2026-02-11 | 13F | Mitchell Mcleod Pugh & Williams Inc | 13.504 | 1.358 | ||||||
| 2026-01-16 | 13F | Perigon Wealth Management, LLC | 4.577 | -20,22 | 391 | -10,96 | ||||
| 2026-01-30 | 13F | Caldwell Trust Co | 13.063 | -22,57 | 1.115 | -13,50 | ||||
| 2026-02-13 | 13F | Capital Financial Group Inc\co\ /adv | 34.554 | 2.950 | ||||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 69 | -85,65 | 6 | -86,11 | ||||
| 2026-02-11 | 13F | Eldridge Investment Advisors, Inc. | 6.862 | 27,50 | 586 | 42,34 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 10.006 | 16,50 | 854 | 30,18 | ||||
| 2026-01-23 | 13F | U.S. Capital Wealth Advisors, LLC | 14.147 | 0,80 | 1.208 | 12,59 | ||||
| 2026-02-12 | 13F | Scotia Capital Inc. | 53.842 | -7,64 | 4.596 | 3,14 | ||||
| 2026-02-02 | 13F | SNS Financial Group, LLC | 422.954 | -3,42 | 36.108 | 7,85 | ||||
| 2025-10-30 | 13F | Twin Peaks Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Stonebridge Financial Group, LLC | 7.893 | 144,29 | 674 | 172,47 | ||||
| 2026-01-14 | 13F | Nova Wealth Management, Inc. | 13.283 | 31,13 | 1.134 | 46,38 | ||||
| 2026-02-09 | 13F | Glenview Trust Co | 86.225 | 2,53 | 7.361 | 14,50 | ||||
| 2026-02-10 | 13F | Zhang Financial LLC | 98.084 | -6,15 | 8.373 | 4,79 | ||||
| 2026-01-21 | 13F | Hudson Capital Management LLC | 114.641 | -5,77 | 9.787 | 5,23 | ||||
| 2026-01-23 | 13F | Diligent Investors, LLC | 19.011 | 1,60 | 1.623 | 13,43 | ||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | LongView Wealth Management | 3.524 | 2,47 | 320 | 22,14 | ||||
| 2026-02-03 | 13F | Mma Asset Management Llc | 3.240 | 53,85 | 277 | 71,43 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 1.243.004 | 5,63 | 106.115 | 17,95 | ||||
| 2026-01-05 | 13F | GAMMA Investing LLC | 476 | 0,00 | 41 | 11,11 | ||||
| 2026-02-27 | 13F | Arwa Llc | 3.342 | 285 | ||||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 7.977 | 188,08 | 681 | 222,27 | ||||
| 2026-02-12 | 13F | Alaska Permanent Fund Corp | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Rodgers & Associates, LTD | 2.875 | -6,96 | 245 | 3,81 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 11.204 | 9,26 | 956 | 22,09 | ||||
| 2026-01-26 | 13F | Pacific Capital Wealth Advisors, Inc | 4.919 | 57,16 | 420 | 75,31 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 176.274 | 15.049 | ||||||
| 2025-10-08 | 13F | Beacon Financial Group | 2.900 | 222 | ||||||
| 2025-12-01 | 13F | CMC Financial Group | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | AA Financial Advisors, LLC | 26.501 | 2.262 | ||||||
| 2026-01-29 | 13F | Brindle & Bay Financial Advisors, LLC | 144.578 | 12.343 | ||||||
| 2026-02-13 | 13F | Stifel Financial Corp | 1.604.843 | -12,93 | 137.006 | -2,77 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 184.819 | 17,15 | 15.989 | 31,98 | ||||
| 2026-02-06 | 13F | Evoke Wealth, Llc | 7.374.785 | 1,70 | 629.586 | 13,56 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 1 | 0,00 | 0 | |||||
| 2026-01-27 | 13F | Cardinal Strategic Wealth Guidance | 133.261 | -1,14 | 11.376 | 10,40 | ||||
| 2026-01-27 | 13F | Financial Management Professionals, Inc. | 520 | -12,61 | 44 | -2,22 | ||||
| 2025-11-13 | 13F | AlphaStar Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Ci Investments Inc. | 55.034 | 15,78 | 4.698 | 156.500,00 | ||||
| 2026-02-10 | 13F | IAG Wealth Partners, LLC | 993 | 70,62 | 85 | 90,91 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 1.402.960 | 4,49 | 119.771 | 16,68 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 348.473 | 5,26 | 29.749 | 17,55 | ||||
| 2026-02-11 | 13F | Howard Bailey Securities, Llc | 5.822 | 497 | ||||||
| 2026-02-10 | 13F | CIBC World Markets Inc. | 14.222 | 18,15 | 1.214 | 31,96 | ||||
| 2026-01-06 | 13F | Fulcrum Equity Management | 3.233 | -12,67 | 276 | -2,47 | ||||
| 2026-01-22 | 13F | Apollon Wealth Management, LLC | 23.292 | 28,63 | 1.988 | 43,64 | ||||
| 2026-02-05 | 13F | Tfo-tdc, Llc | 3.300 | 282 | ||||||
| 2026-02-11 | 13F | Gateway Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Gould Capital, LLC | 1.157 | 124,22 | 99 | 151,28 | ||||
| 2026-01-16 | 13F | Legacy Capital Wealth Partners, LLC | 38.950 | 6,93 | 3.325 | 19,43 | ||||
| 2026-02-27 | 13F | Compass Financial Services Inc | 385 | -95,15 | 33 | -94,73 | ||||
| 2026-02-12 | 13F | Caerus Investment Advisors, LLC | 16.969 | 1.449 | ||||||
| 2026-01-26 | 13F | Lansing Street Advisors | 2.484 | 212 | ||||||
| 2026-02-10 | 13F | Florida Financial Advisors, Llc | 9.447 | 42,85 | 806 | 59,60 | ||||
| 2026-02-17 | 13F | Capstone Financial Advisors, Inc. | 5.139 | -6,00 | 439 | 5,04 | ||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 5.949 | 0,00 | 508 | 11,67 | ||||
| 2026-01-22 | 13F | Triad Wealth Partners, LLC | 5.741 | 21,61 | 490 | 36,11 | ||||
| 2026-02-05 | 13F | May Hill Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Angeles Wealth Management, Llc | 2.881 | 246 | ||||||
| 2026-01-21 | 13F | Wealthbridge Capital Management, Llc | 2.887 | 246 | ||||||
| 2026-01-14 | 13F | Chatham Capital Group, Inc. | 119.381 | -0,80 | 10.192 | 10,77 | ||||
| 2026-01-26 | 13F | Key Capital Management, INC | 1.082 | 92 | ||||||
| 2026-01-23 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 18.387.492 | -0,49 | 1.569.740 | 11,12 | ||||
| 2026-02-12 | 13F | Betterment LLC | 9.133 | 1 | ||||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Moseley Investment Management Inc | 2.815 | 0,00 | 240 | 11,63 | ||||
| 2026-02-10 | 13F | Spectrum Planning & Advisory Services Inc. | 6.363 | 1,11 | 543 | 12,89 | ||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 54.347 | 4.640 | ||||||
| 2026-02-11 | 13F | Omnitrust Wealth Management, Inc | 53.459 | 4.564 | ||||||
| 2026-02-13 | 13F | Maia Wealth LLC | 23.157 | -23,61 | 2.252 | -8,75 | ||||
| 2026-01-20 | 13F | Signaturefd, Llc | 166 | 32,80 | 14 | 55,56 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 18.467 | -3,45 | 1.577 | 7,80 | ||||
| 2026-01-21 | 13F | Capital Management Associates, Inc | 15.247 | 4,04 | 1.302 | 16,16 | ||||
| 2026-02-06 | 13F | One Charles Private Wealth Services, LLC | 25.976 | 0,46 | 2.218 | 12,20 | ||||
| 2026-01-27 | 13F | Clark Asset Management, LLC | 14.062 | 1,70 | 1.200 | 13,53 | ||||
| 2026-02-13 | 13F | Headlands Technologies LLC | 30.543 | 18,27 | 2.607 | 32,07 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 3.866 | -47,61 | 330 | -41,49 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 13.266 | 1,04 | 1.133 | 12,86 | ||||
| 2025-11-03 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | Excalibur Management Corp | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 1.239 | 30,15 | 106 | 45,83 | ||||
| 2026-02-10 | 13F | Beckerman Institutional, LLC | 59.185 | -6,22 | 5.053 | 4,73 | ||||
| 2026-01-08 | 13F | American National Bank of Texas | 39.707 | -13,09 | 3.390 | -2,95 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 58.206 | 40,69 | 4.969 | 57,15 | ||||
| 2026-02-13 | 13F | Tobias Financial Advisors, Inc. | 2.412 | 206 | ||||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 6.968 | 5,56 | 595 | 17,86 | ||||
| 2026-03-03 | 13F | Integrated Wealth Management | 9.783 | 835 | ||||||
| 2026-01-21 | 13F | Fulton Breakefield Broenniman Llc | 126.126 | 3.362,15 | 10.767 | 3.773,02 | ||||
| 2026-02-13 | 13F | AlTi Global, Inc. | 4.518 | 0,00 | 386 | 11,59 | ||||
| 2026-02-17 | 13F | Hollow Brook Wealth Management LLC | 1.218.677 | -2,37 | 104.038 | 9,03 | ||||
| 2026-02-11 | 13F | First Command Advisory Services, Inc. | 61 | 5 | ||||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Element Pointe Advisors, Llc | 92.679 | 4,48 | 7.912 | 16,68 | ||||
| 2025-11-12 | 13F | Per Stirling Capital Management, LLC. | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Kraft, Davis & Associates, LLC | 94.685 | 8.594 | ||||||
| 2026-02-10 | 13F | Clear Harbor Asset Management, LLC | 35.804 | -4,39 | 3.057 | 6,78 | ||||
| 2026-02-17 | 13F | Public Employees Retirement System Of Ohio | 66.900 | 79,84 | 5.711 | 100,88 | ||||
| 2026-02-10 | 13F | Daiwa Securities Group Inc. | 46.367 | 2.280,24 | 4 | |||||
| 2026-02-05 | 13F | Allworth Financial LP | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 88.961 | 50,15 | 7.595 | 67,67 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 4.446 | -5,67 | 380 | 5,28 | ||||
| 2026-02-04 | 13F | Money Concepts Capital Corp | 79.945 | 6.825 | ||||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 1.695.424 | -15,55 | 144.737 | -1,75 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 924.614 | 1,11 | 78.934 | 12,90 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 455.037 | 23,13 | 38.847 | 37,50 | ||||
| 2026-01-30 | 13F | American Capital Advisory, LLC | 44 | 0,00 | 4 | 0,00 | ||||
| 2026-02-13 | 13F | Pitcairn Wealth Advisors LLC | 83.647 | 7.141 | ||||||
| 2026-01-28 | 13F | HB Wealth Management, LLC | 5.205 | 18,78 | 444 | 32,54 | ||||
| 2026-02-12 | 13F | Mizuho Bank, Ltd. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-16 | 13F | Piscataqua Savings Bank | 1.791 | 153 | ||||||
| 2026-01-21 | 13F | Sutton Place Investors Llc | 6.899 | -8,01 | 589 | 2,62 | ||||
| 2026-02-13 | 13F | Wilkerson Advisory Group LLC | 101.094 | 8.630 | ||||||
| 2026-02-11 | 13F | Commonwealth Retirement Investments LLC | 175 | 15 | ||||||
| 2026-02-10 | 13F | WCG Wealth Advisors LLC | 27.437 | 59,36 | 2.342 | 77,96 | ||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 43.950 | -17,38 | 3.752 | -7,72 | ||||
| 2026-01-29 | 13F | Rakuten Securities, Inc. | 29.924 | 74,12 | 2.555 | 94,52 | ||||
| 2026-02-09 | 13F | Putnam Fl Investment Management Co | 7.156 | -1,68 | 611 | 9,71 | ||||
| 2026-01-12 | 13F | Robinson Value Management, Ltd. | 21.899 | 0,29 | 1.870 | 11,98 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 330.650 | 37,01 | 28.228 | 52,99 | ||||
| 2026-02-06 | 13F | Heritage Investors Management Corp | 0 | -100,00 | 0 | |||||
| 2025-11-05 | 13F | Burt Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | WealthTrak Capital Management LLC | 9.632 | 9,69 | 822 | 22,50 | ||||
| 2026-01-21 | 13F | Greenleaf Trust | 4.204 | -0,99 | 359 | 10,49 | ||||
| 2026-02-05 | 13F | High Note Wealth, LLC | 70 | 0,00 | 6 | 0,00 | ||||
| 2026-01-27 | 13F | Retirement Income Solutions, Inc | 131.546 | -1,53 | 11.230 | 9,96 | ||||
| 2026-01-23 | 13F | Patten Group, Inc. | 51.935 | 5,16 | 4.434 | 17,43 | ||||
| 2026-01-23 | 13F | Bright Financial Advisors, Inc. | 84.788 | 2,36 | 7.238 | 14,31 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 26.623 | 435,03 | 2.273 | 497,89 | ||||
| 2026-02-17 | 13F | Capitolis Liquid Global Markets LLC | 720.200 | -0,06 | 61.483 | 11,61 | ||||
| 2026-01-12 | 13F | Shira Ridge Wealth Management | 45.235 | 3,78 | 3.862 | 15,88 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 71.234 | 1.376,05 | 849 | 130,71 | ||||
| 2026-01-16 | 13F | Catalina Capital Group, LLC | 7.777 | 19,81 | 664 | 33,67 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 11 | 10,00 | ||||||
| 2026-02-13 | 13F | Vontobel Holding Ltd. | 4.000 | 0,00 | 341 | 11,80 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 87.371 | 36,67 | 7.459 | 52,61 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | International Private Wealth Advisors LLC | 3.208 | -8,81 | 274 | 1,87 | ||||
| 2025-11-06 | 13F | IFG Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Mission Creek Capital Partners, Inc. | 386.065 | 4,68 | 32.958 | 16,90 | ||||
| 2026-02-02 | 13F | Oppenheimer & Co Inc | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 18.979 | 347,09 | 1.620 | 482,73 | ||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 69.562 | 8,68 | 5.939 | 21,36 | ||||
| 2026-02-28 | 13F | Corecam Pte. Ltd. | 4.270 | 365 | ||||||
| 2026-02-05 | 13F | Park Square Financial Group, LLC | 10 | -28,57 | 1 | -100,00 | ||||
| 2026-02-03 | 13F | Detalus Advisors, LLC | 91.889 | 0,97 | 7.845 | 12,75 | ||||
| 2026-02-03 | 13F | Richard Bernstein Advisors LLC | 20.984 | 3,43 | 1.791 | 15,55 | ||||
| 2026-02-05 | 13F | Lynx Investment Advisory | 69.650 | 0,32 | 5.946 | 12,04 | ||||
| 2026-01-16 | 13F | Kendall Capital Management | 17.245 | 3,21 | 1.472 | 15,27 | ||||
| 2026-01-22 | 13F | Glass Jacobson Investment Advisors llc | 1.065 | 0,00 | 91 | 11,11 | ||||
| 2026-02-02 | 13F | Principal Financial Group Inc | 2.191.901 | -13,70 | 187.123 | -3,63 | ||||
| 2026-02-12 | 13F | NDVR, Inc. | 56.736 | -9,56 | 4.844 | 0,98 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | KWB Wealth | 127.227 | 51,68 | 10.861 | 97,65 | ||||
| 2026-02-12 | 13F | JPL Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Denver Wealth Management, Inc. | 8.421 | 8,78 | 719 | 21,49 | ||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 655 | 3,15 | 59 | 20,41 | ||||
| 2026-01-22 | 13F | Lee Financial Co | 4.220 | -15,40 | 360 | -5,51 | ||||
| 2026-01-21 | 13F | Balance Wealth, LLC | 3.904 | -49,72 | 333 | -43,84 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 1.035 | -8,81 | 79 | 6,76 | ||||
| 2025-09-26 | 13F | Capital A Wealth Management, LLC | 80 | -99,78 | 3 | -99,87 | ||||
| 2026-02-03 | 13F | Entruity Wealth, LLC | 3.900 | -2,18 | 333 | 9,21 | ||||
| 2026-02-13 | 13F | Safe Harbor Wealth Advisors, LLC | 6.861 | 667 | ||||||
| 2026-02-13 | 13F | Focused Alpha, Llc | 10.040 | 857 | ||||||
| 2026-01-29 | 13F | Managed Asset Portfolios, Llc | 100.303 | -6,27 | 8.563 | 4,66 | ||||
| 2026-01-28 | 13F | Aureum Wealth Management, LLC | 58.465 | 4.991 | ||||||
| 2026-02-02 | 13F | Truist Financial Corp | 132.335 | -14,07 | 11.297 | -4,04 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 13.382 | 24,74 | 1.142 | 39,27 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 31.829 | 208,12 | 2.717 | 244,36 | ||||
| 2026-01-12 | 13F | Quantum Financial Advisors, LLC | 166.254 | 65,72 | 14.193 | 85,07 | ||||
| 2026-01-16 | 13F | First Community Trust Na | 28 | 833,33 | 2 | |||||
| 2026-02-17 | 13F | Engineers Gate Manager LP | 2.556 | 218 | ||||||
| 2026-01-15 | 13F | Highline Wealth Partners Llc | 735 | 157,89 | 63 | 195,24 | ||||
| 2026-02-05 | 13F | AMJ Financial Wealth Management | 94.851 | -10,08 | 8.097 | 0,41 | ||||
| 2026-02-02 | 13F | Integrity Wealth Solutions LLC | 90.183 | -4,50 | 7.699 | 6,64 | ||||
| 2026-01-12 | 13F | Salem Investment Counselors Inc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Clifford Group, LLC | 4.563 | 1,45 | 390 | 13,41 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 116 | 10 | ||||||
| 2026-02-12 | 13F | Intesa Sanpaolo Wealth Management | 139.117 | 11.876 | ||||||
| 2026-02-09 | 13F | Thrive Capital Management, LLC | 47.133 | -1,81 | 4.024 | 9,65 | ||||
| 2026-01-23 | 13F | Avion Wealth | 7 | 0,00 | 0 | |||||
| 2026-02-11 | 13F | OneAscent Financial Services LLC | 4.842 | 50,51 | 413 | 68,57 | ||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 21 | 0,00 | 2 | 0,00 | ||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 50 | 0,00 | 4 | 0,00 | ||||
| 2026-01-21 | 13F | Leo Wealth, LLC | 32.381 | 13,97 | 2.764 | 27,26 | ||||
| 2025-10-30 | 13F | Arcus Capital Partners, LLC | 26.210 | 2.004 | ||||||
| 2026-02-12 | 13F | Adviser Investments LLC | 49.761 | -11,27 | 4.248 | -0,91 | ||||
| 2026-02-17 | 13F | Nearwater Capital Markets, Ltd | 276.600 | 23.613 | ||||||
| 2026-01-28 | 13F | Kingswood Wealth Advisors, Llc | 5.923 | 506 | ||||||
| 2026-02-10 | 13F | Verus Capital Partners, Llc | 10.046 | 1,12 | 858 | 12,91 | ||||
| 2025-09-26 | NP | FIRS - FIRE Funds(TM) Wealth Builder ETF | 5.192 | 21,05 | 338 | 21,15 | ||||
| 2026-01-13 | 13F | Team Financial Group, LLC | 75.012 | -12,81 | 6.404 | -2,65 | ||||
| 2026-02-10 | 13F | Peak Retirement Planning, Inc. | 178.128 | 2.168,57 | 15.207 | 2.434,33 | ||||
| 2026-01-13 | 13F | Sharkey, Howes & Javer | 3.140 | 268 | ||||||
| 2026-01-26 | 13F | BCS Wealth Management | 2.582 | 220 | ||||||
| 2026-02-10 | 13F | Impact Partnership Wealth, LLC | 2.990 | 10,70 | 255 | 23,79 | ||||
| 2025-11-14 | 13F/A | Skopos Labs, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Charles Schwab Investment Management Inc | 1.347.980 | -3,07 | 115.077 | 8,24 | ||||
| 2026-01-28 | 13F | Alesco Advisors Llc | 8.470 | 0,00 | 723 | 11,75 | ||||
| 2026-01-15 | 13F | Hofer & Associates. Inc | 2.489 | 212 | ||||||
| 2026-01-30 | 13F | Interchange Capital Partners, LLC | 14.485 | 20,08 | 1.237 | 34,06 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 35 | 3 | ||||||
| 2026-02-13 | 13F | American Investment Services, Inc. | 512.994 | -8,94 | 43.794 | 1,69 | ||||
| 2026-01-23 | 13F | S. R. Schill & Associates | 17.600 | 1,62 | 1.503 | 13,44 | ||||
| 2026-01-12 | 13F | Roble, Belko & Company, Inc | 4 | 0 | ||||||
| 2026-02-12 | 13F | SVRN Asset Management, LLC | 11.947 | 1.020 | ||||||
| 2026-02-06 | 13F | Copia Wealth Management | 16.061 | 7,60 | 1.371 | 20,16 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 11.464 | -18,68 | 979 | -9,19 | ||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 56.220 | 0,00 | 4.800 | 11,66 | ||||
| 2026-01-13 | 13F | Signal Advisors Wealth, LLC | 13.123 | 18,85 | 1.120 | 32,70 | ||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5.959 | 509 | ||||||
| 2026-02-13 | 13F | Plum Street Advisors, LLC | 131.780 | -6,86 | 11.250 | 4,00 | ||||
| 2026-01-20 | 13F | Toth Financial Advisory Corp | 55 | 0,00 | 5 | 0,00 | ||||
| 2026-02-09 | 13F | First National Trust Co | 5.502 | 20,71 | 470 | 34,77 | ||||
| 2026-01-26 | 13F | Nottingham Advisors, Inc. | 171.821 | -22,81 | 13.831 | -18,72 | ||||
| 2026-02-17 | 13F | Cambridge Associates Llc /ma/ /adv | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Cassaday & Co Wealth Management LLC | 3.377.267 | -0,89 | 288.317 | 10,67 | ||||
| 2026-01-26 | 13F | JNBA Financial Advisors | 73.143 | -8,99 | 6.244 | 1,64 | ||||
| 2026-02-13 | 13F | Van Eck Associates Corp | 671.036 | 0,00 | 57 | 11,76 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 21.235 | 28,38 | 1.813 | 43,35 | ||||
| 2026-02-13 | 13F | Genesis Wealth Advisors, LLC | 32.341 | 1,96 | 2.761 | 13,86 | ||||
| 2026-01-30 | 13F | AMG National Trust Bank | 59.683 | 21,40 | 5.095 | 35,58 | ||||
| 2026-02-11 | 13F | Meeder Advisory Services, Inc. | 3.948 | 337 | ||||||
| 2026-02-17 | 13F | XTX Topco Ltd | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 20.286 | 8,91 | 1.732 | 21,56 | ||||
| 2026-02-13 | 13F/A | New England Private Wealth Advisors LLC | 36.862 | 0,49 | 3.147 | 12,20 | ||||
| 2026-01-27 | 13F | Lodestar Private Asset Management Llc | 91.213 | 0,69 | 7.787 | 12,43 | ||||
| 2026-02-10 | 13F | Greenwich Wealth Management LLC | 4.378 | 28,05 | 0 | |||||
| 2026-02-05 | 13F | Requisite Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Summit Financial, LLC | 9.036 | -42,04 | 771 | -35,26 | ||||
| 2026-02-05 | 13F | Intrua Financial, LLC | 7.606 | 4,46 | 649 | 16,73 | ||||
| 2026-02-13 | 13F | Avid Wealth Partners LLC | 156.156 | -5,86 | 13.331 | 5,13 | ||||
| 2026-02-11 | 13F | Aspetuck Financial Management LLC | 28.295 | 0,58 | 2.416 | 12,33 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 100 | 9 | ||||||
| 2026-01-29 | 13F | Courier Capital Llc | 80.735 | -7,35 | 6.892 | 3,47 | ||||
| 2026-02-03 | 13F | SBI Securities Co., Ltd. | 533.574 | 6,88 | 45.551 | 19,35 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 10.351 | 294,17 | 884 | 341,50 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 156 | 56,00 | 0 | |||||
| 2025-11-12 | 13F | Duncan Williams Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Hobbs Group Advisors, LLC | 55.657 | 4,68 | 4.751 | 16,90 | ||||
| 2026-02-10 | 13F | BlackDiamond Wealth Management Inc. | 33.484 | 0,65 | 3.368 | 32,40 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 346.996 | 1,48 | 29.623 | 13,33 | ||||
| 2025-11-25 | 13F | Briaud Financial Planning, Inc | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Emergent Wealth Advisors, LLC | 5.439 | 15,65 | 464 | 29,25 | ||||
| 2026-01-20 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 691 | 59 | ||||||
| 2026-01-28 | 13F | Caliber Wealth Management, LLC / KS | 3.385 | 289 | ||||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 73.518 | -41,97 | 6.276 | -35,20 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 303.017 | 1,47 | 25.869 | 117.481,82 | ||||
| 2026-01-22 | 13F | Willis Johnson & Associates, Inc. | 4.374 | -45,94 | 373 | -39,64 | ||||
| 2026-01-23 | 13F | Aspect Partners, LLC | 20 | 2 | ||||||
| 2026-02-09 | 13F | Collaborative Wealth Managment Inc. | 32.398 | 26,30 | 2.766 | 41,00 | ||||
| 2026-01-28 | 13F | WPG Advisers, LLC | 354 | -54,20 | 30 | -49,15 | ||||
| 2026-01-29 | 13F | China Universal Asset Management Co., Ltd. | 206.200 | 8,99 | 17.603 | 21,70 | ||||
| 2026-02-13 | 13F | Financial Network Wealth Advisors LLC | 6.827 | -56,25 | 583 | -51,17 | ||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 9.820 | 838 | ||||||
| 2026-02-09 | 13F | Regimen Wealth, Llc | 2.735 | -62,17 | 233 | -57,79 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 15.852 | 10,55 | 1.353 | 23,45 | ||||
| 2026-02-17 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1.654.569 | 14,09 | 141.251 | 27,40 | ||||
| 2026-01-28 | 13F | Accretive Wealth Partners, LLC | 128.490 | -1,48 | 10.969 | 10,02 | ||||
| 2026-01-22 | 13F | Networth Advisors, LLC | 387 | 33 | ||||||
| 2026-01-26 | 13F | Milestones Private Investment Advisors LLC | 36.806 | 1,78 | 3.142 | 13,68 | ||||
| 2026-01-27 | 13F | Regions Financial Corp | 4.678 | -1,08 | 399 | 10,53 | ||||
| 2026-02-06 | 13F | Lloyd Advisory Services, LLC. | 23.040 | 1.967 | ||||||
| 2026-02-05 | 13F | Blue Water Asset Management | 3.696 | 316 | ||||||
| 2026-03-06 | 13F | Hsbc Holdings Plc | 11.033 | 0,00 | 942 | 11,63 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 6.790 | 4,30 | 580 | 16,50 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 53.314 | 5,89 | 4.551 | 18,24 | ||||
| 2026-01-21 | 13F | Baker Ellis Asset Management LLC | 60.115 | 0,39 | 5.132 | 12,13 | ||||
| 2026-01-30 | 13F | Ares Financial Consulting, LLC | 6.142 | 524 | ||||||
| 2026-01-16 | 13F | Oregon Pacific Wealth Management, LLC | 3.776 | -38,55 | 322 | -31,34 | ||||
| 2026-02-17 | 13F | Fwl Investment Management, Llc | 1.331 | -13,35 | 114 | -3,42 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 22.246 | 1.899 | ||||||
| 2025-11-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 41.798 | -36,32 | 3.568 | -28,88 | ||||
| 2026-01-26 | 13F | Main Street Group, LTD | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | DiMeo Schneider & Associates, L.L.C. | 96.619 | 0,00 | 8.248 | 11,67 | ||||
| 2026-01-27 | 13F | Novem Group | 4.236 | 20,51 | 362 | 34,70 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 132.339 | 100,44 | 11.298 | 123,84 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 86.793 | 10,74 | 7.410 | 23,67 | ||||
| 2026-01-14 | 13F | Tradewinds Capital Management, LLC | 447.394 | -3,51 | 38.194 | 7,75 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 264.126 | 6,42 | 22.548 | 18,84 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 8.051 | 20,87 | 687 | 34,97 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 9.232 | 3.029,49 | 788 | 3.481,82 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 3.048 | 260 | ||||||
| 2026-02-12 | 13F | JT Stratford LLC | 10.187 | -3,08 | 870 | 8,22 | ||||
| 2026-02-12 | 13F | LWM Advisory Services, LLC | 157.581 | -2,42 | 13.453 | 8,96 | ||||
| 2026-02-24 | 13F | DGS Capital Management, LLC | 3.150 | 0,00 | 269 | 11,67 | ||||
| 2026-01-22 | 13F | City Holding Co | 270 | 23 | ||||||
| 2026-02-09 | 13F | King Wealth | 6.301 | 1 | ||||||
| 2026-02-10 | 13F | ShoreHaven Wealth Partners, LLC | 5.450 | 0,00 | 465 | 11,78 | ||||
| 2026-01-13 | 13F | Matrix Trust Co | 14.558 | -62,51 | 1 | -50,00 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 557.735 | 72,82 | 47.614 | 92,98 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 139.845 | 3,82 | 10.691 | 21,14 | ||||
| 2026-02-02 | 13F | One Wealth Advisors, LLC | 90.566 | -2,22 | 7.732 | 9,18 | ||||
| 2026-02-17 | 13F | Capital Planning Advisors, LLC | 533.240 | -2,57 | 45.523 | 8,79 | ||||
| 2026-02-17 | 13F | DV Trading LLC | 23.846 | 2.036 | ||||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 28.604 | -1,95 | 2.442 | 9,46 | ||||
| 2026-02-17 | 13F | WFA of San Diego, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Continuum Wealth Advisors, Llc | 277.224 | 13,05 | 23.667 | 26,25 | ||||
| 2026-01-29 | 13F | Facet Wealth, Inc. | 2.692 | 287 | ||||||
| 2026-02-11 | 13F | Stonebrook Private Inc. | 3.525 | 301 | ||||||
| 2026-01-23 | 13F | Altfest L J & Co Inc | 209.138 | 0,84 | 17.854 | 12,62 | ||||
| 2026-02-13 | 13F | Entrewealth, Llc | 67.258 | 3,78 | 6.595 | 33,12 | ||||
| 2026-01-27 | 13F | Fiscal Wisdom Wealth Management, LLC | 6.848 | 17,28 | 585 | 23,21 | ||||
| 2026-02-11 | 13F | Tradition Wealth Management, LLC | 25.767 | -0,55 | 2.200 | 11,06 | ||||
| 2025-11-14 | 13F | Toronto Dominion Bank | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Creative Financial Designs Inc /adv | 10.457 | 10,71 | 893 | 23,55 | ||||
| 2026-02-10 | 13F | Shepherd Financial Partners LLC | 8.920 | 2,40 | 762 | 14,44 | ||||
| 2026-02-11 | 13F | Prestige Wealth Management Group LLC | 109 | 9 | ||||||
| 2026-02-17 | 13F | Gotham Asset Management, LLC | 34.823 | 2,25 | 2.973 | 14,18 | ||||
| 2026-01-29 | 13F | Seven Post Investment Office LP | 69.111 | 0,42 | 5.900 | 12,15 | ||||
| 2026-02-13 | 13F | State Street Corp | 3.065.944 | 13,43 | 261.740 | 26,67 | ||||
| 2026-01-07 | 13F | Cahaba Wealth Management, Inc. | 3.034 | 0,00 | 259 | 12,12 | ||||
| 2026-02-24 | 13F | Bell Investment Advisors, Inc | 3.985 | 0,00 | 340 | 11,84 | ||||
| 2026-02-09 | 13F | MSH Capital Advisors LLC | 12.258 | 4,67 | 1.046 | 16,87 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 4.727 | -68,13 | 0 | -100,00 | ||||
| 2026-01-08 | 13F | Firethorn Wealth Partners, Llc | 7.661 | -10,03 | 654 | 0,62 | ||||
| 2026-01-29 | 13F | ArborFi Advisors, LLC | 7.946 | -4,25 | 678 | 6,94 | ||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 212.595 | 1,77 | 18.149 | 13,65 | ||||
| 2026-02-12 | 13F | Great Lakes Retirement, Inc. | 3.309 | 282 | ||||||
| 2026-01-20 | 13F | Steel Peak Wealth Management LLC | 2.919 | 0,00 | 249 | 11,66 | ||||
| 2026-02-09 | 13F | Strategic Financial Services, Inc, | 921.392 | -34,09 | 90.352 | -15,46 | ||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 9.952 | -44,93 | 785 | -43,16 | ||||
| 2026-01-21 | 13F | Kraematon Investment Advisors, Inc | 59.392 | -0,38 | 5.070 | 11,26 | ||||
| 2026-01-15 | 13F | Brookstone Capital Management | 84.302 | 35,18 | 7.197 | 50,95 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 22.470 | 1,10 | 1.918 | 12,89 | ||||
| 2026-02-10 | 13F | Acorn Wealth Advisors, LLC | 11.127 | -0,07 | 950 | 11,52 | ||||
| 2026-02-13 | 13F | Gen-Wealth Partners Inc | 9.704 | 27,22 | 828 | 42,02 | ||||
| 2026-02-06 | 13F | Kingdom Financial Group LLC. | 2.733 | 233 | ||||||
| 2026-02-11 | 13F | Etesian Wealth Advisors, Inc. | 5.978 | 0,00 | 510 | 11,60 | ||||
| 2026-01-27 | 13F | Richards, Merrill & Peterson, Inc. | 5.340 | 36,92 | 456 | 52,68 | ||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 236 | 0,00 | 20 | 11,11 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 44.104 | -0,08 | 3.765 | 11,59 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 37.130 | 51,36 | 3.170 | 69,01 | ||||
| 2026-02-17 | 13F | Pinnacle Family Advisors, LLC | 2.639 | 225 | ||||||
| 2026-01-13 | 13F | Norden Group Llc | 9.030 | -58,52 | 771 | -53,73 | ||||
| 2026-02-12 | 13F | Colonial Trust Advisors | 150 | 13 | ||||||
| 2026-02-10 | 13F | Hillsdale Investment Management Inc. | 28 | 0,00 | 2 | 0,00 | ||||
| 2026-02-13 | 13F | Prudential Financial Inc | 2.637.892 | 226.595 | ||||||
| 2025-10-27 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 11.811 | -17,41 | 1.008 | -7,78 | ||||
| 2026-01-29 | 13F | Nbc Securities, Inc. | 2.023 | 260,61 | 173 | 309,52 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 3.186 | -3,54 | 274 | 8,33 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 16.701 | 4,05 | 1.426 | 16,14 | ||||
| 2026-01-28 | 13F | Oversea-Chinese Banking CORP Ltd | 656.114 | 40,60 | 56.012 | 57,01 | ||||
| 2026-02-06 | 13F | 3EDGE Asset Management, LP | 1.022.992 | -62,11 | 87.333 | -57,69 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 2.930 | -13,72 | 250 | -3,47 | ||||
| 2026-02-17 | 13F | Semper Augustus Investments Group Llc | 23.979 | 20,72 | 2.047 | 34,85 | ||||
| 2026-01-14 | 13F | Aegis Wealth Management LLC | 4.698 | 2,09 | 401 | 14,25 | ||||
| 2026-01-23 | 13F | Carnegie Capital Asset Management, LLC | 3.350 | 286 | ||||||
| 2026-02-12 | 13F | IFC & Insurance Marketing, Inc. | 1.657 | 0 | ||||||
| 2026-01-29 | 13F | Almanack Investment Partners, LLC. | 5.505 | -10,27 | 470 | 0,00 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 17.177 | -5,47 | 1.466 | 5,54 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 805.363 | -9,48 | 68.753 | 1,08 | ||||
| 2026-02-05 | 13F | Td Private Client Wealth Llc | 0 | 0 | ||||||
| 2026-02-14 | 13F | American Trust | 52.282 | -6,30 | 4.463 | 4,64 | ||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 60 | 0,00 | 5 | 25,00 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 102.029 | 1,36 | 8.710 | 13,19 | ||||
| 2026-02-17 | 13F | Nissay Asset Management Corp /japan/ /adv | 618.927 | 38,48 | 52.838 | 54,64 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 10.562.081 | 22,55 | 901.685 | 36,85 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 26.193 | 89,04 | 2.236 | 111,14 | ||||
| 2026-02-02 | 13F | Wells Financial Advisors INC | 985 | 392,50 | 84 | 460,00 | ||||
| 2026-01-29 | 13F | Kickstand Ventures, Llc. | 32.510 | 9,17 | 2.775 | 21,92 | ||||
| 2026-02-04 | 13F | Argos Wealth Advisors, LLC | 790.297 | 67.468 | ||||||
| 2026-01-15 | 13F | Saxony Capital Management, LLC | 10.576 | 903 | ||||||
| 2026-02-11 | 13F | Vermillion Wealth Management, Inc. | 4.942 | 0,00 | 422 | 11,67 | ||||
| 2026-02-19 | 13F | Briggs Wealth Management, Inc | 3.328 | 284 | ||||||
| 2026-02-05 | 13F | Tennessee Valley Asset Management Partners | 49.164 | 3,49 | 4.197 | 15,59 | ||||
| 2026-01-27 | 13F | ZEGA Investments, LLC | 19.931 | -7,77 | 1.702 | 2,97 | ||||
| 2026-01-29 | 13F | Middleton & Co Inc/ma | 9.151 | 0,00 | 781 | 11,73 | ||||
| 2026-02-10 | 13F | Nomura Asset Management Co Ltd | 50.000 | -6,37 | 4.268 | 4,56 | ||||
| 2026-02-09 | 13F | Hutchinson Capital Management/ca | 25.437 | 0,00 | 2.172 | 11,68 | ||||
| 2026-01-26 | 13F | Austin Wealth Management, LLC | 286.479 | 3,51 | 25.376 | 12,92 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 270 | 23 | ||||||
| 2026-01-12 | 13F | Heritage Family Offices, LLP | 4.009 | 342 | ||||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 840.575 | 2,41 | 71.760 | 14,36 | ||||
| 2025-11-12 | 13F | Maseco Llp | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 162.389 | 1,57 | 13.863 | 13,43 | ||||
| 2026-01-23 | 13F | Gibbs Wealth Management | 4.486 | -61,56 | 400 | -55,16 | ||||
| 2026-01-26 | 13F | XY Planning Network, Inc. | 8.340 | 67,13 | 712 | 118,10 | ||||
| 2026-02-11 | 13F | Gwn Securities Inc. | 5.036 | 13,22 | 430 | 26,18 | ||||
| 2026-01-22 | 13F | Comprehensive Money Management Services LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 1.458.482 | -3,71 | 124.511 | 7,53 | ||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 20.936 | 3,82 | 1.787 | 15,96 | ||||
| 2026-01-05 | 13F | Foguth Wealth Management, LLC. | 2.895 | 248 | ||||||
| 2026-01-21 | 13F | MBL Wealth, LLC | 512.932 | -0,75 | 43.789 | 10,83 | ||||
| 2026-01-26 | 13F | Reyes Financial Architecture, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 74.162 | 5,66 | 6.331 | 18,01 | ||||
| 2026-02-13 | 13F | Tableaux Llc | 4.743 | -41,15 | 367 | -40,42 | ||||
| 2026-02-19 | 13F | WealthPoint Financial, LLC | 16.141 | 1.378 | ||||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 18.128 | 5,89 | 1.548 | 18,27 | ||||
| 2026-02-17 | 13F | LaSalle St. Investment Advisors, LLC | 2.942 | 7,77 | 0 | |||||
| 2026-02-02 | 13F | Holistic Planning, LLC | 24.914 | 19,66 | 2.127 | 33,63 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 150 | 13 | ||||||
| 2026-01-30 | 13F | Laurel Wealth Advisors LLC | 1.893 | 162 | ||||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 789.755 | 1.874,78 | 67.421 | 2.105,46 | ||||
| 2026-02-10 | 13F | Syntegra Private Wealth Group, LLC | 2.820 | -0,32 | 241 | 11,11 | ||||
| 2026-01-06 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 93.354 | -10,84 | 7.970 | -0,44 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 11.338 | 968 | ||||||
| 2026-02-09 | 13F | Sterling Investment Advisors, Ltd. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Hm Payson & Co | 5.250 | 0,00 | 448 | 11,72 | ||||
| 2026-02-17 | 13F | Fullerton Fund Management Co Ltd | 364.751 | -34,18 | 31.139 | -26,50 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 189 | 16 | ||||||
| 2026-01-22 | 13F | Upper Left Wealth Management, LLC | 74.215 | -5,83 | 6.336 | 5,15 | ||||
| 2026-01-21 | 13F | Portside Wealth Group, LLC | 46.484 | -52,50 | 3.968 | -46,96 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 993.809 | -12,02 | 84.840 | -1,75 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 9.877 | -3,85 | 843 | 7,39 | ||||
| 2026-02-14 | 13F | Copley Financial Group, Inc. | 105.610 | -2,72 | 9.016 | 8,63 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 391 | 33 | ||||||
| 2026-02-26 | 13F | TD Capital Management LLC | 1.993 | 0,00 | 170 | 11,84 | ||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 13.016 | -16,45 | 1.114 | -6,71 | ||||
| 2026-02-17 | 13F | Brown Financial Advisors | 26.480 | -4,23 | 2.261 | 6,96 | ||||
| 2026-01-14 | 13F | Wealthcare Advisory Partners LLC | 172.716 | 8,88 | 14.745 | 21,58 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 909.603 | 23,33 | 77.653 | 37,72 | ||||
| 2025-11-04 | 13F | Guerra Advisors Inc | 0 | 0 | ||||||
| 2026-01-21 | 13F | FRG Family Wealth Advisors LLC | 15.655 | 1.336 | ||||||
| 2026-02-24 | 13F | Astoria Portfolio Advisors LLC. | 19.066 | -12,71 | 1.976 | 12,92 | ||||
| 2026-01-23 | 13F | Brown, Lisle/cummings, Inc. | 23 | 0,00 | 2 | 0,00 | ||||
| 2026-01-27 | 13F | Stone Point Wealth LLC | 2.374 | 203 | ||||||
| 2026-02-10 | 13F | Waterloo Capital, L.P. | 14.003 | 0,87 | 1.195 | 12,63 | ||||
| 2026-02-13 | 13F | Centerpoint Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Financial Life Advisors | 76.657 | 0,48 | 6.544 | 12,21 | ||||
| 2026-01-27 | 13F | WestEnd Advisors, LLC | 2.263 | -12,32 | 193 | -2,03 | ||||
| 2026-02-06 | 13F | Blackston Financial Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Sargent Investment Group, LLC | 23.390 | -3,74 | 1.997 | 7,49 | ||||
| 2026-01-23 | 13F | Financial Enhancement Group LLC | 64.549 | -33,17 | 6.167 | -20,27 | ||||
| 2026-02-13 | 13F | Gould Asset Management Llc /ca/ | 170.329 | -13,14 | 14.541 | -3,01 | ||||
| 2026-01-27 | 13F | Fortis Capital Advisors, LLC | 6.264 | 1,39 | 535 | 13,14 | ||||
| 2026-02-02 | 13F | B.O.S.S. Retirement Advisors, LLC | 22.389 | 266,13 | 1.911 | 309,21 | ||||
| 2026-01-29 | 13F | UBS Group AG | 3.412.428 | 2,91 | 291.319 | 14,92 | ||||
| 2026-01-30 | 13F | Kohmann Bosshard Financial Services, LLC | 5.839 | 11,99 | 498 | 25,13 | ||||
| 2026-02-13 | 13F | Quartz Partners, LLC | 22.675 | 8,86 | 1.936 | 21,55 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 27.438 | -17,38 | 2.342 | -7,72 | ||||
| 2026-02-17 | 13F | Redwood Investment Management, Llc | 16.798 | 62,39 | 1 | |||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 1.076.318 | 20,38 | 91.885 | 34,43 | ||||
| 2026-02-12 | 13F | Mason Investment Advisory Services, Inc. | 2.774 | 0,00 | 237 | 11,32 | ||||
| 2026-02-03 | 13F | Bokf, Na | 250 | -37,50 | 21 | -30,00 | ||||
| 2025-11-13 | 13F | Jump Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Prospera Financial Services Inc | 3.849 | 6,53 | 329 | 18,84 | ||||
| 2026-01-28 | 13F | Deane Retirement Strategies, Inc. | 330 | -1,49 | 28 | 12,00 | ||||
| 2026-01-30 | 13F | Joseph Group Capital Management | 52.891 | -10,65 | 4.515 | -0,22 | ||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 10.572 | 40,18 | 903 | 56,60 | ||||
| 2026-01-12 | 13F | Focus Financial Network, Inc. | 28.968 | 0,34 | 2.473 | 12,01 | ||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 16.277 | -1,70 | 1.390 | 9,80 | ||||
| 2026-01-14 | 13F | Spire Wealth Management | 5.035 | -0,28 | 430 | 11,43 | ||||
| 2026-02-13 | 13F | Cohen & Steers, Inc. | 812.077 | -19,47 | 69 | -10,39 | ||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Keel Point, LLC | 2.631 | 225 | ||||||
| 2026-01-23 | 13F | Brown Miller Wealth Management, LLC | 25.753 | 5,27 | 2.199 | 17,54 | ||||
| 2026-02-17 | 13F | Perennial Investment Advisors, LLC | 23.267 | -1,99 | 1.986 | 9,48 | ||||
| 2026-01-15 | 13F | Refined Wealth Management | 3.072 | 0,00 | 262 | 11,97 | ||||
| 2026-01-27 | 13F | HCR Wealth Advisors | 2.964 | 0,00 | 253 | 11,95 | ||||
| 2026-01-20 | 13F | Fundamentun, Llc | 8.162 | 0,00 | 697 | 11,72 | ||||
| 2026-01-28 | 13F | Confluence Wealth Services, Inc. | 2.582 | -4,86 | 220 | 6,28 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 69.466 | -1,54 | 5.926 | 10,11 | ||||
| 2026-02-10 | 13F | WASHINGTON TRUST Co | 5.343 | 5,32 | 456 | 17,83 | ||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 5.723 | -27,26 | 489 | -18,80 | ||||
| 2026-02-17 | 13F | Prosperity Consulting Group, LLC | 10.273 | -58,52 | 877 | -53,67 | ||||
| 2026-02-03 | 13F | Brandywine Oak Private Wealth Llc | 229.977 | -10,84 | 19.633 | -0,44 | ||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | McAdam, LLC | 5.579 | -0,09 | 476 | 11,74 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 586 | 50 | ||||||
| 2026-01-28 | 13F | Eagle Global Advisors Llc | 20.100 | 0,00 | 1.716 | 11,65 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 825 | 0,00 | 70 | 11,11 | ||||
| 2026-02-12 | 13F | Chilton Capital Management Llc | 5 | 0 | ||||||
| 2026-01-23 | 13F | R. W. Roge & Company, Inc. | 145.146 | -0,29 | 12 | 9,09 | ||||
| 2026-01-30 | 13F | Citizens Financial Group Inc/ri | 32.207 | 2.750 | ||||||
| 2026-01-09 | 13F | First Heartland Consultants, Inc. | 3.956 | -4,21 | 338 | 6,98 | ||||
| 2026-02-02 | 13F | CENTRAL TRUST Co | 13.559 | -6,25 | 1.158 | 4,71 | ||||
| 2026-02-12 | 13F | Gerber Kawasaki Wealth & Investment Management | 4.424 | 54,74 | 378 | 72,94 | ||||
| 2026-02-10 | 13F | Blue Barn Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Manufacturers Life Insurance Company, The | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Barrett & Company, Inc. | 1.020 | 0,00 | 87 | 12,99 | ||||
| 2026-01-16 | 13F | Meredith Wealth Planning | 4.197 | 3,76 | 358 | 15,86 | ||||
| 2026-01-29 | 13F | Advisors Capital Management, LLC | 7.159 | -1,69 | 611 | 9,89 | ||||
| 2026-02-13 | 13F | Alvarez & Marsal Private Wealth Partners, LLC | 240.000 | 20.489 | ||||||
| 2026-02-12 | 13F | Penserra Capital Management LLC | 190.959 | -19,42 | 16 | -11,11 | ||||
| 2026-02-12 | 13F | WealthPLAN Partners, LLC | 15.412 | 5,45 | 1.316 | 17,73 | ||||
| 2025-10-29 | 13F | Tradewinds, LLC. | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Summit Wealth Group Llc / Co | 0 | -100,00 | 0 | |||||
| 2025-09-26 | NP | CAPTX - Canterbury Portfolio Thermostat Fund Institutional Shares | 7.060 | 0,00 | 460 | -0,22 | ||||
| 2026-01-08 | 13F | Asempa Wealth Advisors | 3.767 | 322 | ||||||
| 2026-02-03 | 13F | Apeiron RIA LLC | 20.776 | -15,77 | 1.903 | -3,89 | ||||
| 2026-01-06 | 13F | JBR Co Financial Management Inc | 11.190 | 955 | ||||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 98 | 0,00 | 8 | 14,29 | ||||
| 2026-01-15 | 13F | Financial Planning Hawaii, Inc. | 32.980 | 2.816 | ||||||
| 2026-02-04 | 13F | Global Wealth Management Investment Advisory, Inc. | 41.887 | -9,71 | 3.576 | 0,82 | ||||
| 2026-01-14 | 13F | Pathway Financial Advisors LLC | 16.965 | 0,00 | 1.509 | 16,44 | ||||
| 2026-01-13 | 13F | Mather Group, Llc. | 7.780 | -10,77 | 664 | -0,30 | ||||
| 2026-02-13 | 13F | Brian Low Financial Group, Llc | 2.937 | 251 | ||||||
| 2026-01-23 | 13F | Creative Capital Management Investments LLC | 4 | 0,00 | 0 | |||||
| 2026-02-12 | 13F | Penobscot Wealth Management | 54.638 | -5,42 | 4.664 | 5,62 | ||||
| 2026-02-20 | 13F | Bauman Advisory Group, LLC | 5.997 | 512 | ||||||
| 2026-01-23 | 13F | Bridgewater Advisors Inc. | 45.958 | 0,00 | 4.391 | 21,24 | ||||
| 2026-02-17 | 13F | Greenline Partners, LLC | 592.939 | -19,51 | 50.619 | -10,11 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 40.868 | -3,00 | 3.489 | 8,32 | ||||
| 2026-02-12 | 13F | Elevation Wealth Management LLC | 2.621 | 224 | ||||||
| 2026-01-29 | 13F | Warren Street Wealth Advisors, LLC | 192.990 | -2,59 | 16.476 | 8,77 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 13.213 | -10,84 | 1.128 | -0,44 | ||||
| 2026-01-27 | 13F | Horst & Graben Wealth Management LLC | 115.886 | 1,08 | 9.894 | 12,89 | ||||
| 2026-02-11 | 13F | Palladiem, Llc | 75.597 | 6.489 | ||||||
| 2026-03-05 | 13F | Bush Investment Group, Llc | 72.210 | -1,33 | 6.165 | 10,19 | ||||
| 2026-02-12 | 13F | Pitcairn Co | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 37.817 | 10,72 | 3.228 | 23,63 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 490.467 | 1,30 | 44.490 | 15,78 | ||||
| 2025-10-08 | 13F/A | New York State Common Retirement Fund | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-02 | 13F | Access Investment Management LLC | 4.600 | 0,00 | 352 | 0,00 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 353 | -18,66 | 30 | -9,09 | ||||
| 2026-01-26 | 13F | Parcion Private Wealth LLC | 661.153 | -0,52 | 56.443 | 11,09 | ||||
| 2026-01-08 | 13F | Sound View Wealth Advisors Group, LLC | 6.105 | 0,00 | 521 | 11,80 | ||||
| 2026-01-26 | 13F | Financial Guidance Group, Inc. | 81.256 | 6,60 | 6.937 | 19,03 | ||||
| 2026-02-12 | 13F | Laurel Oak Wealth Management, Llc | 3.951 | 337 | ||||||
| 2026-02-12 | 13F | Resurgent Financial Advisors LLC | 3.822 | 3,94 | 326 | 16,01 | ||||
| 2026-01-23 | 13F | Hudson Oak Wealth Advisory LLC | 33.663 | 2.874 | ||||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 222.241 | 5,07 | 19.103 | 18,14 | ||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 11.132 | -9,12 | 950 | 1,50 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 1.335.584 | 1,32 | 114.019 | 13,14 | ||||
| 2026-01-12 | 13F | Sentinel Pension Advisors Inc | 398.731 | 3,13 | 34.040 | 15,16 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 1.902 | 237,23 | 162 | 276,74 | ||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 6.587 | 16,11 | 562 | 29,79 | ||||
| 2026-02-06 | 13F | Keudell/Morrison Wealth Management | 10.442 | -81,07 | 891 | -75,35 | ||||
| 2026-02-10 | 13F | CFS Investment Advisory Services, LLC | 160.690 | -4,17 | 13.718 | 0,72 | ||||
| 2026-01-15 | 13F | Archford Capital Strategies, LLC | 90.406 | 1,42 | 7.718 | 13,24 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 1.800 | 154 | ||||||
| 2026-02-10 | 13F | Alpha Financial Partners, LLC | 8.160 | -6,15 | 697 | 4,82 | ||||
| 2026-01-27 | 13F | Purus Wealth Management, LLC | 101.195 | 1,70 | 8.639 | 13,57 | ||||
| 2026-02-13 | 13F | Beacon Financial Advisory LLC | 8.522 | 0,52 | 728 | 12,19 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 3.431 | 293 | ||||||
| 2026-02-10 | 13F | Evolution Wealth Management Inc. | 830 | 69,39 | 71 | 89,19 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 33.167 | 2.831 | ||||||
| 2026-01-30 | 13F | RCW Management, LLC | 27.597 | 2.356 | ||||||
| 2026-02-06 | 13F | Resona Asset Management Co.,Ltd. | 2.229.600 | 28,21 | 191.300 | 45,09 | ||||
| 2026-02-13 | 13F | Journey Strategic Wealth Llc | 211.374 | 63,69 | 18.045 | 82,80 | ||||
| 2026-01-08 | 13F | Grove Bank & Trust | 100 | 0,00 | 9 | 14,29 | ||||
| 2026-01-12 | 13F | Hickory Point Bank & Trust | 4.685 | 17,12 | 400 | 30,82 | ||||
| 2026-01-30 | 13F | SOL Capital Management CO | 8.150 | 1 | ||||||
| 2025-11-06 | 13F | LexAurum Advisors, LLC | 5.101 | 2,10 | 390 | 18,96 | ||||
| 2026-02-06 | 13F | Paul R. Ried Financial Group, LLC | 39.274 | -11,67 | 3.353 | -1,38 | ||||
| 2026-02-13 | 13F | Coco Enterprises, LLC | 228.164 | -3,46 | 19.478 | 7,55 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 148 | 0,00 | 13 | 9,09 | ||||
| 2026-01-16 | 13F | Selective Wealth Management, Inc. | 5.602 | 9,61 | 511 | 26,87 | ||||
| 2026-02-03 | 13F | Birch Capital Management, LLC | 2.740 | 0,00 | 234 | 11,48 | ||||
| 2026-02-04 | 13F | HORAN Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 268 | 28,85 | 23 | 46,67 | ||||
| 2025-11-14 | 13F | Virtu Financial LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 25.786 | -11,52 | 2.201 | -1,21 | ||||
| 2026-02-11 | 13F | Curtis Wealth Management Llc | 14.474 | 1.448 | ||||||
| 2026-01-16 | 13F | Formidable Asset Management, LLC | 13.956 | -26,21 | 1.067 | -13,96 | ||||
| 2026-01-15 | 13F | Range Financial Group LLC | 5.345 | 94,72 | 456 | 118,18 | ||||
| 2026-01-28 | 13F | Sage Private Wealth Group, Llc | 173.877 | 1,91 | 14.844 | 13,80 | ||||
| 2026-01-26 | 13F | Roman Butler Fullerton & Co | 5.560 | -6,63 | 541 | 16,34 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 1.363 | 3,97 | 116 | 16,00 | ||||
| 2026-02-05 | 13F | Accredited Investors Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Equita Financial Network, Inc. | 3.755 | 321 | ||||||
| 2026-01-21 | 13F | Stapp Wealth Management, Pllc | 86.468 | -1,57 | 7.382 | 9,92 | ||||
| 2026-02-17 | 13F | Redwood Park Advisors LLC | 1.810 | 36.100,00 | 155 | |||||
| 2026-02-17 | 13F/A | Kovack Advisors, Inc. | 10.677 | 911 | ||||||
| 2026-01-27 | 13F | Able Wealth Management LLC | 6.703 | 42,56 | 572 | 59,33 | ||||
| 2026-01-16 | 13F | Wealth Advisory Solutions, LLC | 132.589 | -2,37 | 11.319 | 9,03 | ||||
| 2026-01-12 | 13F | National Wealth Management Group, LLC | 3.027 | 258 | ||||||
| 2026-02-10 | 13F | Soundwatch Capital LLC | 2.667 | 0,00 | 228 | 11,82 | ||||
| 2026-02-12 | 13F | Marex Group plc | 48.989 | 14,08 | 4.182 | 27,42 | ||||
| 2026-02-17 | 13F | Nepc Llc | 634.975 | 3,27 | 54.208 | 15,32 | ||||
| 2026-02-11 | 13F | Mattson Financial Services, LLC | 14.589 | -7,82 | 1.245 | 2,98 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Bfsg, Llc | 1.877 | 0,00 | 160 | 11,89 | ||||
| 2026-02-03 | 13F | Encompass More Asset Management | 191.999 | -0,53 | 16.391 | 11,07 | ||||
| 2026-02-17 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Miracle Mile Advisors, LLC | 250.874 | -0,30 | 21.417 | 11,33 | ||||
| 2026-01-12 | 13F | Peak Financial Advisors Llc | 200.788 | -19,47 | 17.141 | -10,07 | ||||
| 2026-02-09 | 13F | Valtinson Bruner Financial Planning LLC | 14.122 | 3,18 | 1.206 | 15,20 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 202.090 | -0,90 | 17.252 | 10,67 | ||||
| 2026-01-14 | 13F | Redhawk Wealth Advisors, Inc. | 5.910 | 0,00 | 505 | 11,75 | ||||
| 2025-10-17 | 13F | Fortitude Family Office, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-29 | 13F | Bravias Capital Group, LLC | 24.773 | 14,09 | 2.115 | 27,43 | ||||
| 2026-02-17 | 13F | Evercore Wealth Management, LLC | 353.898 | 40,57 | 30.212 | 56,98 | ||||
| 2026-01-23 | 13F | Clear Creek Financial Management, LLC | 7.406 | 24,12 | 632 | 38,60 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 2.870.368 | 7,62 | 245.117 | 20,20 | ||||
| 2026-01-21 | 13F | Bluesphere Advisors, LLC | 2.546 | 217 | ||||||
| 2026-01-21 | 13F | MBE Wealth Management, LLC | 6.120 | -9,60 | 522 | 0,97 | ||||
| 2026-01-07 | 13F | Harbor Investment Advisory, Llc | 183.346 | 2,28 | 15.652 | 14,21 | ||||
| 2026-02-04 | 13F | Certior Financial Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Jacobi Capital Management LLC | 49.413 | 4.218 | ||||||
| 2026-01-26 | 13F | Mirae Asset Global Investments Co., Ltd. | 302.700 | 22,20 | 25.841 | 36,46 | ||||
| 2026-02-09 | 13F | Main Street Research LLC | 462.316 | -0,97 | 39.468 | 10,58 | ||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 635.706 | 17,40 | 54.270 | 31,11 | ||||
| 2026-02-02 | 13F | Alliance Wealth Advisors, LLC /UT | 87.251 | 7.449 | ||||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 65.779 | 18,70 | 5.616 | 32,55 | ||||
| 2026-02-10 | 13F | Marshall & Sterling Wealth Advisors Inc. | 11.783 | -11,72 | 1.006 | -1,47 | ||||
| 2026-02-23 | 13F | Kera Capital Partners, Inc. | 13.822 | 1.327 | ||||||
| 2026-01-08 | 13F | Versant Capital Management, Inc | 102.022 | -3,19 | 8.710 | 8,11 | ||||
| 2026-01-27 | 13F | First Horizon Corp | 2.246 | 78,82 | 192 | 98,96 | ||||
| 2026-02-09 | 13F | Key FInancial Inc | 2.147 | 156,51 | 183 | 185,94 | ||||
| 2026-02-12 | 13F | Hollencrest Capital Management | 21.905 | 0,01 | 1.870 | 11,71 | ||||
| 2026-02-13 | 13F | Clarity Asset Management, Inc. | 45 | 0,00 | 4 | 0,00 | ||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 272.701 | -3,52 | 24.259 | 8,89 | ||||
| 2026-02-12 | 13F | Proficio Capital Partners LLC | 8.685 | 741 | ||||||
| 2025-11-12 | 13F | Accredited Wealth Management, LLC | 343 | 174,40 | 10 | 12,50 | ||||
| 2026-01-20 | 13F | BKA Wealth Consulting, Inc. | 4.931 | 0,61 | 421 | 12,30 | ||||
| 2026-02-10 | 13F | Tidemark, LLC | 120.980 | 26,12 | 10.328 | 40,84 | ||||
| 2025-11-04 | 13F | Pineridge Advisors LLC | 4.465 | -11,74 | 341 | 3,02 | ||||
| 2026-02-05 | 13F | Noesis Capital Mangement Corp | 4.055 | 0,00 | 346 | 11,61 | ||||
| 2026-02-02 | 13F | Manhattan West Asset Management, LLC | 3.072 | 0,00 | 262 | 11,97 | ||||
| 2026-01-14 | 13F | Accurate Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Wealth Alliance | 9.052 | 169,16 | 773 | 200,39 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 663.291 | -8,48 | 56.654 | 2,25 | ||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 24.853 | -56,42 | 2 | -50,00 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 1.623 | -4,36 | 139 | 6,98 | ||||
| 2026-01-16 | 13F | Bouchey Financial Group Ltd | 3.146 | 0,00 | 269 | 11,67 | ||||
| 2026-02-06 | 13F | Marble Harbor Investment Counsel, LLC | 53.400 | -16,63 | 4.559 | -6,90 | ||||
| 2026-02-06 | 13F | Empirical Asset Management, LLC | 2.864 | -18,64 | 244 | -9,29 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 8.106 | 4,04 | 692 | 16,30 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Cabot Wealth Management Inc | 73.794 | 2,21 | 6.300 | 14,13 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 465.836 | -2,22 | 39.768 | 9,20 | ||||
| 2026-02-10 | 13F | Advisor Resource Council | 15.344 | 1.411 | ||||||
| 2025-11-07 | 13F | Balentine LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Medici Capital Llc | 204.026 | 0,00 | 17.418 | 11,67 | ||||
| 2026-01-23 | 13F | Timber Creek Capital Management LLC | 217.761 | -2,85 | 18.590 | 8,49 | ||||
| 2026-02-17 | 13F | Guggenheim Capital Llc | 25.340 | 3,78 | 2.163 | 15,85 | ||||
| 2026-02-17 | 13F | Fmr Llc | 12.139 | 10,61 | 1.036 | 23,48 | ||||
| 2026-02-04 | 13F | Biltmore Family Office, LLC | 23.626 | -5,97 | 2.017 | 5,00 | ||||
| 2026-01-27 | 13F | Mills Wealth Advisors LLC | 43.029 | 3,93 | 3.673 | 16,05 | ||||
| 2026-02-06 | 13F | Csenge Advisory Group | 4.720 | -37,61 | 403 | -30,45 | ||||
| 2026-01-23 | 13F | DHJJ Financial Advisors, Ltd. | 36 | 3 | ||||||
| 2026-02-13 | 13F | Mosaic Family Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Q3 Asset Management | 22.458 | 13,21 | 2 | 0,00 | ||||
| 2026-02-02 | 13F | KPP Advisory Services LLC | 94.388 | 121,84 | 8.058 | 147,76 | ||||
| 2026-02-17 | 13F | Compass Wealth Management, LLC/GA | 66.022 | 6,87 | 5.636 | 19,33 | ||||
| 2026-01-21 | 13F | Woodmont Investment Counsel Llc | 3.734 | 0,00 | 319 | 11,58 | ||||
| 2026-02-12 | 13F | M1 Capital Management LLC | 14.778 | 6,29 | 1.262 | 18,74 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 5.800 | -97,26 | 495 | -96,94 | ||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | A4 Wealth Advisors LLC | 12.820 | -25,52 | 1.094 | -16,81 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 20 | 2 | ||||||
| 2026-01-20 | 13F | Aspiriant, Llc | 3.837 | 328 | ||||||
| 2026-01-05 | 13F | Rosenberg Matthew Hamilton | 2.162 | 0,00 | 185 | 11,52 | ||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 662 | 0,00 | 57 | 12,00 | ||||
| 2026-01-28 | 13F | New Perspectives, Inc | 159.511 | 1,08 | 13.617 | 12,87 | ||||
| 2026-01-26 | 13F | Patriot Financial Group Insurance Agency, LLC | 13.779 | 8,39 | 1.176 | 21,11 | ||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 3.075 | -4,86 | 263 | 6,07 | ||||
| 2026-02-13 | 13F | Financial Sense Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Verde Servicos Internacionais S.A. | 366.337 | 31 | ||||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Sei Investments Co | 642.531 | -50,57 | 54.859 | -44,80 | ||||
| 2026-02-11 | 13F | Mcmorgan & Co Llc | 234.992 | -11,94 | 20.061 | -1,67 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 8.415 | 10,84 | 1 | -100,00 | ||||
| 2026-01-20 | 13F | FLP Wealth Management, LLC | 6.061 | 209 | ||||||
| 2026-01-26 | 13F | PDS Planning, Inc | 28.495 | 0,83 | 2.433 | 12,59 | ||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 6.499 | 142,77 | 555 | 171,57 | ||||
| 2026-01-09 | 13F | Tactive Advisors, LLC | 6.972 | -7,95 | 595 | 2,76 | ||||
| 2026-01-09 | 13F | Dynamic Advisor Solutions LLC | 7.614 | -3,61 | 650 | 7,79 | ||||
| 2026-01-16 | 13F | Standard Life Aberdeen plc | 6.561 | 560 | ||||||
| 2026-01-13 | 13F | Fort Washington Investment Advisors Inc /oh/ | 13.444 | 119,67 | 1.148 | 145,61 | ||||
| 2026-01-26 | 13F | LifeWealth Investments, LLC | 3.233 | 276 | ||||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 26 | 0,00 | 2 | 100,00 | ||||
| 2026-01-07 | 13F | Massmutual Trust Co Fsb/adv | 199 | 0,00 | 17 | 6,67 | ||||
| 2026-01-20 | 13F | Sovran Advisors, LLC | 30.282 | -9,07 | 2.760 | 4,07 | ||||
| 2026-01-29 | 13F | Quent Capital, LLC | 176.274 | 7,33 | 15.049 | 19,86 | ||||
| 2026-02-18 | 13F | Royal Harbor Partners, LLC | 67.891 | 1,31 | 5.796 | 13,14 | ||||
| 2026-02-10 | 13F | Guidance Point Advisors, LLC | 4.122 | 352 | ||||||
| 2026-02-09 | 13F | Integrity Advisory Solutions, LLC | 7.748 | 86,29 | 661 | 108,52 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 43.384 | 18,20 | 3.704 | 32,01 | ||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 16 | 0,00 | 1 | 0,00 | ||||
| 2026-01-23 | 13F | Ogorek Anthony Joseph /ny/ /adv | 49 | 0,00 | 0 | |||||
| 2026-02-02 | 13F | CX Institutional | 14.996 | -13,87 | 1 | 0,00 | ||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 2.675 | -0,85 | 228 | 10,68 | ||||
| 2026-03-03 | 13F/A | Integrated Investment Consultants, LLC | 2.420 | 207 | ||||||
| 2026-02-17 | 13F | Green Harvest Asset Management LLC | 22.418 | -0,37 | 1.914 | 11,22 | ||||
| 2026-02-02 | 13F | Total Clarity Wealth Management, Inc. | 4.538 | 21,60 | 387 | 35,79 | ||||
| 2026-01-05 | 13F | Confluence Investment Management Llc | 380.810 | -22,03 | 32.510 | -12,93 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Financial Consulate, Inc | 450 | 0,00 | 38 | 11,76 | ||||
| 2026-02-11 | 13F | Nemes Rush Group LLC | 25 | 0,00 | 2 | 100,00 | ||||
| 2026-02-10 | 13F | Henderson Brothers Financial Partners, LLC | 72.209 | 6.164 | ||||||
| 2026-01-22 | 13F | DeDora Capital, Inc. | 54.664 | 369,82 | 4.667 | 424,86 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 22.622 | -23,40 | 1.931 | -14,44 | ||||
| 2026-02-13 | 13F | LFG Wealth Partners, LLC | 2.896 | 247 | ||||||
| 2026-01-21 | 13F | 4wealth Advisors, Inc. | 9.573 | 3,07 | 817 | 15,07 | ||||
| 2026-01-15 | 13F | Cassilly Financial Group LLC | 12.965 | 1.107 | ||||||
| 2026-01-27 | 13F | Latitude Advisors, LLC | 7.582 | 647 | ||||||
| 2026-01-23 | 13F | Wallace Advisory Group, LLC | 15.993 | -55,26 | 1.365 | -41,72 | ||||
| 2026-02-13 | 13F/A | Abound Financial, Llc | 35.673 | -66,22 | 3.045 | -62,28 | ||||
| 2026-02-13 | 13F | Transamerica Financial Advisors, Inc. | 86.163 | 7.356 | ||||||
| 2026-01-23 | 13F | Keener Financial Planning LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Churchill Financial Advisors, LLC | 48.907 | 4.175 | ||||||
| 2026-01-29 | 13F | Sentinel Trust Co Lba | 6.355 | 1 | ||||||
| 2026-02-03 | 13F | Foronjy Financial Llc | 19.024 | 27,69 | 1.624 | 42,58 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Covestor Ltd | 17 | 0,00 | 0 | |||||
| 2026-02-11 | 13F | RM Financial Services, LLC | 112.169 | 9.576 | ||||||
| 2026-02-13 | 13F | Bank Of Nova Scotia | 262.000 | 28,05 | 22.367 | 43,00 | ||||
| 2026-02-06 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Gradient Capital Advisors, LLC | 27.818 | -7,95 | 2.375 | 2,77 | ||||
| 2026-02-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 5.952 | 0,97 | 1 | |||||
| 2026-02-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 110.097 | -2,04 | 9.388 | 10,30 | ||||
| 2026-01-08 | 13F | Gradient Investments LLC | 1.101.614 | 10,96 | 94.045 | 23,90 | ||||
| 2026-02-17 | 13F | Clark Capital Management Group, Inc. | 77.671 | -36,23 | 6.631 | -28,80 | ||||
| 2026-02-14 | 13F | Berkshire Asset Management Llc/pa | 3.018 | 0,00 | 258 | 11,74 | ||||
| 2026-02-09 | 13F | Choate Investment Advisors | 30.521 | 15,50 | 2.606 | 28,96 | ||||
| 2026-02-18 | 13F | CacheTech Inc. | 12.113 | 1.034 | ||||||
| 2026-01-15 | 13F | Professional Financial Advisors, LLC | 3.305 | -0,30 | 282 | 11,46 |
Other Listings
| US:GLDM | 100,60 $ |
