IEI - iShares Trust - iShares 3-7 Year Treasury Bond ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer

iShares Trust - iShares 3-7 Year Treasury Bond ETF
MX ˙ BMV ˙ US4642886612
Grundlæggende statistik
Institutionelle ejere 851 total, 846 long only, 1 short only, 4 long/short - change of 0,20% MRQ
Gennemsnitlig porteføljeallokering 1.3224 % - change of 6,29% MRQ
Institutionelle aktier (lange) 132.536.322 (ex 13D/G) - change of -0,86MM shares -1,31% MRQ
Institutionel værdi (lang) $ 15.497.375 USD ($1000)
Institutionelt ejerskab og aktionærer

iShares Trust - iShares 3-7 Year Treasury Bond ETF (MX:IEI) har 851 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 132,536,322 aktier. Største aktionærer omfatter Jpmorgan Chase & Co, Bank Of America Corp /de/, Captrust Financial Advisors, Invesco Ltd., Financial Engines Advisors L.L.C., Envestnet Asset Management Inc, Assetmark, Inc, Fmr Llc, UBS Group AG, and Morgan Stanley .

iShares Trust - iShares 3-7 Year Treasury Bond ETF (BMV:IEI) 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.

Opgrader for at låse premium-data op og eksportere til Excel .

Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2026-05-01 13F Midwest Trust Co 4.718 -3,83 560 -4,44
2026-05-11 13F RWM Asset Management, LLC 15 2
2026-01-12 13F Heartwood Wealth Advisors LLC 0 -100,00 0
2026-05-12 13F/A Signature Securities Group Corporation 1.955 0,41 232 -0,43
2026-04-09 13F Pacifica Partners Inc. 200 0,00 24 0,00
2026-05-15 13F Rehmann Capital Advisory Group 48.087 -0,42 5.703 -1,04
2026-05-14 13F Level Four Advisory Services, Llc 14.900 80,45 1.767 79,39
2026-04-20 13F Obermeyer Wood Investment Counsel, Lllp 4.441 2,90 527 2,14
2026-04-08 13F Miracle Mile Advisors, LLC 10.898 105,08 1.293 103,79
2026-04-27 13F Strathmore Capital Advisors, Inc. 8.303 -0,30 985 -0,81
2026-05-15 13F Beacon Pointe Advisors, LLC 2.055 244
2026-04-24 13F Cannon Advisors, Inc. 9.623 -1,58 1.141 -2,31
2026-05-07 13F Rothschild Investment Llc 85 1,19 10 0,00
2026-04-09 13F Acropolis Investment Management, LLC 32.433 0,53 3.847 -0,10
2026-04-17 13F Hanson & Doremus Investment Management 365 0,00 0
2026-05-04 13F Element Wealth, LLC 3.767 -3,31 447 -4,09
2026-02-13 13F Karpus Management, Inc. 197 24
2026-01-14 13F Mechanics Bank Trust Department 0 -100,00 0
2026-04-29 13F CVA Family Office, LLC 5.340 7,60 633 6,93
2026-05-06 13F Cornerstone Planning Group LLC 765 -1,67 90 -2,17
2026-05-12 13F Bnp Paribas Arbitrage, Sa 6.684 158,47 793 157,14
2026-04-03 13F Investors Research Corp 1.566 -12,42 186 -13,15
2026-05-05 13F D.a. Davidson & Co. 119.328 57,64 14.152 56,65
2026-05-15 13F Warren Averett Asset Management, LLC 455.053 -2,38 53.969 -3,00
2026-05-15 13F Toroso Investments, LLC 37.802 4.483
2026-05-14 13F Prudential Plc 0 -100,00 0
2026-04-20 13F Banque Cantonale Vaudoise 1.880 86,51 223 85,83
2026-04-30 13F Fortune Financial Advisors, LLC 26.320 -0,42 3.122 -1,05
2026-05-08 13F Banco Santander, S.A. 272.569 0,21 32.327 -0,42
2026-05-14 13F Captrust Financial Advisors 6.258.233 5,63 742.221 4,97
2026-05-13 13F Franklin Resources Inc 404.436 12,41 47.966 11,70
2026-05-07 13F Greykasell Wealth Strategies, Inc. 379 0,53 45 0,00
2026-04-08 13F AAFMAA Wealth Management & Trust LLC 0 -100,00 0
2026-04-21 13F Vise Technologies, Inc. 3.020 0,00 360 0,00
2026-04-20 13F Friedenthal Financial 180 1,12 21 0,00
2026-05-14 13F Raymond James Financial Inc 1.594.914 4,66 189.157 4,01
2026-02-26 13F Ssa Swiss Advisors Ag 2.154 0,00 257 0,00
2026-04-22 13F WestEnd Advisors, LLC 1.205.864 2,80 143.016 2,15
2026-04-06 13F InTrack Investment Management Inc 50.467 15,98 5.985 15,25
2026-04-01 13F Bangor Savings Bank 5.866 -24,17 696 -24,70
2026-05-01 13F Emerald Investment Partners, Llc 360 0,00 43 0,00
2026-05-04 13F Barrett & Company, Inc. 89 0,00 11 0,00
2026-05-13 13F Crews Bank & Trust 761 140,06 90 143,24
2026-04-30 13F Mascoma Wealth Management LLC 106 0,95 13 0,00
2026-05-14 13F Foster Dykema Cabot & Partners, Llc 57 0,00 7 0,00
2026-05-15 13F Larch Capital Partners Llc 47.889 5.680
2026-05-15 13F Harbour Investments, Inc. 26.923 9,41 3.193 8,72
2026-05-08 13F Paulson Wealth Management Inc. 114.547 18,61 13.585 17,86
2026-05-14 13F Coastal Bridge Advisors, LLC 67.436 14,99 7.998 14,26
2026-05-08 13F Guidance Capital, Inc 2.019 0,30 238 -0,84
2026-04-13 13F JCIC Asset Management Inc. 1.715 0,00 203 -0,49
2026-05-13 13F Tobias Financial Advisors, Inc. 2.037 0,00 242 -0,82
2026-05-15 13F United Capital Financial Advisers, Llc 105.882 1,45 12.553 0,78
2026-04-15 13F Founders Grove Wealth Partners, Llc 13.316 2,09 1.579 1,48
2026-02-12 13F FineMark National Bank & Trust 1.727 206
2026-04-17 13F/A Founders Financial Securities Llc 3.584 0,82 425 0,00
2026-04-20 13F Centennial Wealth Advisory LLC 27.478 3,24 3.259 2,61
2026-05-01 13F Patten & Patten Inc/tn 76.784 25,47 9.107 24,69
2026-05-15 13F Huntington National Bank 4.858 151.055 17,17
2026-04-08 13F Dynamic Advisor Solutions LLC 44.439 3,63 5.271 2,99
2026-05-08 13F Elevation Advisory Partners LLC 3.918 467
2026-05-14 13F Tempo Wealth, LLC 2.866 4,26 340 3,35
2026-05-07 13F VisionPoint Advisory Group, LLC 1.765 209
2026-04-27 13F Canal Capital Management, LLC 145.178 4,79 17.218 4,14
2026-05-01 13F Jmac Enterprises Llc 186.581 2,21 22.129 1,57
2026-05-14 13F Migdal Insurance & Financial Holdings Ltd. 127 0,00 15
2026-04-23 13F Foundry Financial Group, Inc. 71.338 9,34 8.461 8,64
2026-04-15 13F Bright Futures Wealth Management, LLC. 1.923 -91,96 228 -92,01
2026-05-15 13F Turim 21 Investimentos Ltda. 2.335 7,75 276 6,98
2026-04-23 13F SevenBridge Financial Group, LLC 15.102 -1,35 1.792 -1,81
2026-05-14 13F Delos Wealth Advisors, LLC 0 -100,00 0
2026-05-11 13F Citigroup Inc 43.720 3,92 5.185 3,27
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-05-08 13F Private Advisory Group LLC 30.843 3.658
2026-04-29 13F Cary Street Partners Financial Llc 17.267 -3,56 2.048 -4,17
2026-05-14 13F Us Bancorp \de\ 211.176 2,02 25.045 1,38
2026-05-13 13F Truvestments Capital Llc 0 -100,00 0
2026-04-24 13F Pw Advisors, Llc \ Fl 16.744 1.986
2026-01-29 13F Comerica Bank 55.545 -1,07 6.629 -1,19
2026-04-30 13F Sollinda Capital Management LLC 99.493 21,38 11.800 20,62
2026-04-16 13F Evolve Private Wealth, Llc 0 -100,00 0
2026-05-14 13F Hilltop Holdings Inc. 58.168 184,44 6.899 182,70
2026-02-13 13F Wells Fargo & Company/mn Call 0 -100,00 0 -100,00
2026-04-29 13F WPG Advisers, LLC 142 0,00 17 0,00
2026-05-12 13F Strategic Wealth Partners, Ltd. 241.901 4,87 28.689 4,21
2026-05-07 13F Northwestern Mutual Wealth Management Co 675.348 -4,64 80.096 -5,24
2026-05-15 13F SkyView Investment Advisors, LLC 290.122 2,23 35 6,06
2026-05-13 13F Forefront Analytics, LLC 0 -100,00 0
2026-02-12 13F Renaissance Technologies Llc 0 -100,00 0
2026-02-17 13F Prelude Capital Management, Llc 0 -100,00 0
2026-05-14 13F RMG Wealth Management LLC 647 76
2026-03-12 13F Farmers National Bank 1.682 201
2026-05-11 13F Kestra Investment Management, LLC 0 -100,00 0
2026-05-04 13F 1 North Wealth Services Llc 43.618 -1,56 5.173 -2,17
2026-02-09 13F HBK Sorce Advisory LLC 0 -100,00 0
2026-05-15 13F CI Private Wealth, LLC 54.315 -10,17 6.434 -10,84
2026-05-14 13F Dana Investment Advisors, Inc. 3.694 -10,71 438 -11,16
2026-04-30 13F Sequoia Financial Advisors, LLC 4.100 -0,24 486 -0,82
2026-05-04 13F/A DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 3.785 0,00 446 2,76
2026-05-14 13F Baird Financial Group, Inc. 178.684 9,97 21.192 9,28
2026-05-15 13F Jones Financial Companies Lllp 173.121 86,97 20.422 84,79
2026-05-12 13F Ruggiero Investments, Inc. 2.511 0,00 298 -0,67
2026-04-16 13F Montecito Bank & Trust 8.866 1,29 1.052 0,67
2026-05-13 13F Capital Advisor Network LLC 31 4
2026-04-17 13F Krilogy Financial LLC 8.620 -9,58 1.022 -10,04
2026-04-20 13F Hilton Head Capital Partners, LLC 7 0,00 1
2026-04-22 13F Traphagen Investment Advisors Llc 17.998 -10,31 2.135 -10,86
2026-05-05 13F Net Worth Advisory Group 4.605 1,84 546 1,30
2026-05-14 13F Hrt Financial Lp 2.712 -70,98 0 -100,00
2026-05-04 13F Geneos Wealth Management Inc. 1.669 -94,09 198 -94,15
2026-05-07 13F Facet Wealth, Inc. 1.049.997 8,62 124.530 8,13
2026-02-17 13F Snowden Capital Advisors LLC 6.109 -39,23 729 -39,30
2026-04-15 13F Redhawk Wealth Advisors, Inc. 4.274 -91,93 507 -92,00
2026-04-21 13F International Private Wealth Advisors LLC 42.308 -21,93 5.018 -22,42
2026-05-14 13F Regal Investment Advisors LLC 2.322 -65,58 275 -65,84
2026-05-05 13F Atria Investments Llc 45.426 -3,30 5.388 -3,91
2026-05-04 13F Mirae Asset Global Investments Co., Ltd. 71.517 17,72 8.482 16,98
2026-04-28 13F Howe & Rusling Inc 211 111,00 25 127,27
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-05-05 13F West Paces Advisors Inc. 4.237 0,00 503 -0,59
2026-05-12 13F Ameritas Advisory Services, LLC 8.763 -2,35 1.039 -2,99
2026-05-12 13F Cascade Financial Partners, LLC 111.559 67,05 13.231 66,00
2026-05-14 13F Horizon Investments, LLC 240 169,66 28 180,00
2026-02-13 13F Colony Group, LLC 939.394 18,13 112.117 17,97
2026-05-21 13F BankChampaign, National Association 455 54
2026-04-30 13F Summa Corp. 8.285 -3,93 983 -4,57
2026-05-12 13F Anchor Capital Advisors Llc 226.745 17,31 26.892 16,57
2026-04-24 13F James Investment Research Inc 61.160 -0,67 7.254 -1,31
2026-05-11 13F Fourth Dimension Wealth, LLC 303 0,00 36 -2,78
2026-05-07 13F AlphaCentric Advisors LLC 6.519 171,17 773 170,28
2026-05-05 13F Napier Financial, LLC 169.333 -0,53 20.083 -1,15
2026-05-08 13F Logan Capital Management Inc 0 -100,00 0 -100,00
2026-05-15 13F AlphaCore Capital LLC 272 0,00 32 0,00
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 258.197 21,18 31 20,00
2026-05-14 13F Gunpowder Capital Management, LLC dba Oliver Wealth Management 15 0,00 2 0,00
2026-04-15 13F Paragon Capital Management Ltd 15.084 -6,82 1.789 -7,45
2026-05-15 13F Mercer Global Advisors Inc /adv 23.506 6,43 2.788 5,77
2026-05-12 13F Ausdal Financial Partners, Inc. 4.305 4,26 511 3,66
2026-05-04 13F Cogent Strategic Wealth Llc 11.959 -0,30 1.418 -0,70
2026-01-14 13F Global View Capital Management LLC 0 -100,00 0
2026-04-15 13F Cranbrook Wealth Management, LLC 130 0,00 15 0,00
2026-04-23 13F Willis Johnson & Associates, Inc. 337.503 10,86 40.028 10,16
2026-05-01 13F Mutual Advisors, LLC 0 -100,00 0
2026-05-15 13F Permanens Capital L.P. 257.944 1.462,54 30.592 1.452,89
2026-05-04 13F J. Safra Sarasin Holding AG 9.485 31,66 1.125 30,85
2026-04-30 13F Dara Capital Us, Inc. 3.785 0,00 449 -0,67
2026-05-15 13F CSM Advisors, LLC 189.900 0,00 23 0,00
2026-01-08 13F American National Bank of Texas 0 -100,00 0
2026-05-15 13F Lazard Asset Management Llc 8.028 0,00 952 -0,63
2026-04-22 13F DDFG, Inc 371.059 3,86 44.008 3,21
2026-04-13 13F Bank of New Hampshire 0 -100,00 0
2026-05-15 13F Cardiff Park Advisors, Llc 712 0,00 84 0,00
2026-05-06 13F Atlantic Trust, LLC 701 0,00 83 0,00
2026-05-07 13F TCTC Holdings, LLC 0 -100,00 0
2026-04-13 13F Community Trust & Investment Co 76.132 58,14 9.029 57,16
2026-04-16 13F CogentBlue Wealth Advisors, LLC 4.391 -11,86 521 -12,46
2026-05-15 13F MAI Capital Management 78.290 13,65 9.285 12,94
2026-04-28 13F Busey Wealth Management 2.565 0,00 304 -0,65
2026-04-28 13F Walkner Condon Financial Advisors LLC 2.759 54,31 327 53,52
2026-05-15 13F Advisor Group Holdings, Inc. 489.387 65,17 58.062 64,11
2026-04-06 13F Highline Wealth Partners Llc 501 0,00 59 0,00
2026-05-12 13F Partners Capital Investment Group, Llp 46.362 262,29 5.498 260,05
2026-04-28 13F Stephens Inc /ar/ 23.758 7,27 2.818 6,58
2026-05-01 13F Brightwater Advisory LLC 2.538 12,35 301 11,90
2026-04-24 13F Oakworth Capital, Inc. 68 0,00 8 0,00
2026-04-16 13F Klaas Financial Asset Advisors, LLC 21.298 -91,59 2.526 -91,65
2026-05-13 13F Adviser Investments LLC 128.350 -5,18 15.222 -5,78
2026-05-12 13F Asset One Wealth Management LLC 4.917 583
2026-04-08 13F Gladwyn Financial Advisors, Inc. 38.501 1,58 4.566 0,95
2026-04-21 13F Trilogy Capital Inc. 48.530 -3,88 5.756 -4,48
2026-04-27 13F Proathlete Wealth Management Llc 65.399 3,81 7.760 2,81
2026-04-10 13F Armstrong Advisory Group, Inc 1.084.487 9,72 128.620 9,03
2026-04-10 13F Country Trust Bank 209 0,00 25 0,00
2026-02-03 13F SFG Wealth Management, LLC. 0 -100,00 0
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-04-23 13F Capital Investment Counsel, LLC 6.683 -22,36 793 -22,88
2026-04-30 13F Stronghold Wealth Management L.L.C. 13.014 -0,05 1.543 -0,71
2026-05-13 13F Ubs Asset Management Americas Inc 1.034 114,97 123 114,04
2026-05-14 13F Modern Wealth Management, LLC 0 -100,00 0
2026-04-20 13F Kestra Private Wealth Services, Llc 81.764 2,50 9.697 1,86
2026-05-06 13F Proffitt & Goodson Inc 10.936 -82,05 1.297 -82,16
2026-04-21 13F Venturi Wealth Management, LLC 6.493 770
2026-04-22 13F TBH Global Asset Management, LLC 0 -100,00 0
2026-05-13 13F Verger Capital Management LLC 12.997 -10,55 1.542 -11,13
2026-05-04 13F Archer Investment Corp 34 0,00 4 0,00
2026-04-13 13F Successful Portfolios LLC 1.716 0,00 203 -0,49
2026-05-11 13F Camden Capital, LLC 1.822 216
2026-04-16 13F Capstone Wealth Management, LLC 2.468 -36,54 293 -37,07
2026-04-22 13F Cantor Fitzgerald Investment Adviser L.p. 719.834 60,98 85.372 59,97
2026-05-08 13F Sofos Investments, Inc. 7 0,00 1
2026-02-10 13F Beaumont Capital Management, LLC 0 -100,00 0
2026-04-17 13F Ambassador Advisors, LLC 4.365 1,75 518 0,98
2026-04-24 13F Patten Group, Inc. 7.072 7,30 839 6,62
2026-04-30 13F BRYN MAWR TRUST Co 3.556 1,69 422 0,96
2026-05-15 13F Stonehaven Wealth & Tax Solutions, Llc 8.998 0,42 1.067 -0,19
2026-04-15 13F Belleair Asset Management, LLC 16.295 -2,16 1.933 -2,77
2026-04-15 13F Silverlake Wealth Management Llc 2.612 12,01 310 11,15
2026-05-20 13F/A Arete Wealth Advisors, LLC 22.751 6,23 2.700 134.900,00
2026-02-09 13F Premier Financial Group 0 -100,00 0
2026-05-05 13F IMC-Chicago, LLC 3.033 360
2026-05-07 13F Zevin Asset Management Llc 3.846 -0,03 456 -0,65
2026-05-08 13F Fortis Group Advisors, LLC 3.409 -24,65 403 -25,23
2026-02-11 13F Eldridge Investment Advisors, Inc. 0 -100,00 0
2026-05-15 13F Equitable Holdings, Inc. 22.051 40,40 2.628 40,23
2026-04-20 13F Ronald Blue Trust, Inc. 1.516 -5,31 180 -6,28
2026-05-08 13F Compass Financial Group, Inc. (Ohio) 44.061 2,64 5.226 1,99
2026-04-14 13F Banque Pictet & Cie Sa 4.324 0,00 513 -0,78
2026-05-12 13F Prosperity Bancshares Inc 35 0,00 4 0,00
2026-05-15 13F/A Independent Financial Group, Llc 11.014 -52,92 1.306 -53,22
2026-05-04 13F Bank Hapoalim Bm 2 0,00
2026-02-05 13F Tucker Asset Management Llc 27 0,00 3 0,00
2026-05-11 13F Haverford Trust Co 162.535 6,33 19.277 5,66
2026-04-28 13F Winthrop Capital Management, LLC 73 0,00 0
2026-05-12 13F/A Ogorek Anthony Joseph /ny/ /adv 13.342 29,25 2 0,00
2026-05-13 13F Principal Securities, Inc. 6.036 -5,03 716 -5,67
2026-05-13 13F Kingdom Financial Group LLC. 218 0,93 26 0,00
2026-04-23 13F Woodward Diversified Capital, Llc 4.347 19,00 517 18,85
2026-01-22 13F Premier Path Wealth Partners, LLC 71.394 3,76 8.521 3,62
2026-04-06 13F Israel Discount Bank of New York 12.919 57,38 1.532 56,49
2026-05-13 13F O'shaughnessy Asset Management, Llc 319.437 12,13 37.885 11,43
2026-05-12 13F Rathbone Brothers plc 2.161 -1,59 256 -2,29
2026-04-08 13F Moulton Wealth Management, Inc 17.392 2.058
2026-04-08 13F Bond & Devick Financial Network, Inc. 109.940 -0,77 13.039 -1,39
2026-05-07 13F Vision Retirement, LLC 7 0,00 1
2026-05-08 13F Coldstream Capital Management Inc 117.171 -28,85 13.897 -29,29
2026-05-15 13F Susquehanna International Group, Llp Put 47.200 475,61 5.598 472,29
2026-05-15 13F Susquehanna International Group, Llp 38.657 4.585
2026-05-01 13F Diversify Wealth Management, Llc 121.560 14.349
2026-05-13 13F Mariner, LLC 2.037.091 311,61 241.599 309,02
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 11.009 -5,68 1.306 -6,32
2026-05-15 13F Susquehanna International Group, Llp Call 8.700 -88,89 1.032 -88,97
2026-05-13 13F Petra Financial Advisors Inc 2.760 -6,82 327 -7,37
2026-02-13 13F Barclays Plc 0 -100,00 0 -100,00
2026-02-13 13F Barclays Plc Put 0 -100,00 0 -100,00
2026-04-24 13F Goldstone Financial Group, LLC 3.333 -10,50 395 -11,04
2026-05-05 13F One Day In July LLC 24.490 0,51 2.905 -0,10
2026-05-15 13F Cerity Partners Retirement Plan Advisors LLC 5.135 609
2026-04-17 13F Values First Advisors, Inc. 46.200 2,37 5.479 1,73
2026-04-27 13F Capital Investment Services of America, Inc. 143.566 -2,55 17.027 -3,17
2026-05-06 13F MorganRosel Wealth Management, LLC 5.351 -35,12 635 -35,57
2026-05-05 13F 4J Wealth Management LLC 57.794 7,00 6.854 6,33
2026-04-23 13F Bigelow Investment Advisors, LLC 7.464 12,55 885 11,88
2026-05-07 13F Bingham Private Wealth, Llc 17.030 9,98 2.020 9,25
2026-05-01 13F Anchor Investment Management, LLC 39 5
2026-05-15 13F Summit Financial, LLC 9.501 71,25 1.127 70,09
2026-04-02 13F Ares Financial Consulting, LLC 414 0,00 49 -2,04
2026-04-28 13F Stratos Wealth Advisors, LLC 33.809 4,67 4.010 3,99
2026-05-01 13F Thrivent Financial For Lutherans 63.154 167,61 7 250,00
2026-05-15 13F Royal Bank Of Canada 1.113.025 0,46 132.004 -0,17
2026-04-23 13F Oppenheimer Asset Management Inc. 18.028 0,21 2.138 -0,42
2026-05-11 13F Pathstone Holdings, LLC 2.227 -73,87 264 -74,04
2026-05-13 13F Freestone Capital Holdings, LLC 12.173 -41,31 1.444 -41,70
2026-05-15 13F Cape Investment Advisory, Inc. 0 -100,00 0
2026-04-30 13F Elevated Capital Advisors, LLC 798 -89,32 95 -89,45
2026-04-20 13F Sowell Financial Services LLC 15.101 -0,96 1.791 -1,59
2026-04-28 13F TritonPoint Partners, LLC 4.049 480
2026-04-29 13F Montag A & Associates Inc 2.676 0,00 317 -0,63
2026-05-14 13F Jacobi Capital Management LLC 19.496 2,95 2.312 2,30
2026-05-05 13F Capital Investment Advisory Services, LLC 20.341 -3,21 2.412 -3,83
2026-05-08 13F Westview Management dba Westview Investment Advisors 100.612 -4,04 11.933 -4,64
2026-05-08 13F Steward Partners Investment Advisory, Llc 46.229 16,79 5.483 16,05
2026-05-13 13F Natixis Advisors, L.p. 27.020 3
2026-04-28 13F Argus Investors' Counsel, Inc. 5.246 -14,08 622 -14,56
2026-04-07 13F Farther Finance Advisors, LLC 106.867 13,75 12.625 12,60
2026-04-20 13F Dopkins Wealth Management, Llc 1.943 0,00 230 -0,43
2026-05-11 13F POM Investment Strategies, LLC 206 24
2026-05-11 13F Great Valley Advisor Group, Inc. 44.125 1,91 5.233 1,28
2026-04-07 13F Twele Capital Management, Inc. 16.776 0,22 1.990 -0,40
2026-05-14 13F Allworth Financial LP 14.391 -7,42 1.707 -8,03
2026-04-20 13F Courier Capital Llc 125.352 -12,38 14.867 -12,93
2026-04-30 13F Independence Bank of Kentucky 3 0,00 0
2026-05-14 13F HighPoint Advisor Group LLC 16.770 127,27 1.989 125,91
2026-05-15 13F Criteria Caixa, S.a.u. 82.000 0,00 11.734 -0,36
2026-05-15 13F Glen Eagle Advisors, LLC 455 0,00 54 -1,85
2026-04-16 13F True Vision MN LLC 4.623 0,00 548 -0,54
2026-04-29 13F CFS Investment Advisory Services, LLC 115.800 -19,66 13.783 -19,88
2026-04-20 13F Longview Financial Advisors, Inc. 535 63
2026-05-07 13F CVS HEALTH Corp 182.800 21.680
2026-05-05 13F Philadelphia Investment Partners, LLC 62.079 7.362
2026-05-06 13F IMA Wealth, Inc. 4.882 -32,51 579 -32,91
2026-04-13 13F Foster Group, Inc. 0 -100,00 0
2026-05-15 13F Coppell Advisory Solutions LLC 0 -100,00 0
2026-05-14 13F CIBC World Markets Inc. 3.892 -2,55 462 -3,15
2026-04-13 13F Mather Group, Llc. 5.248 130,28 622 129,52
2026-05-12 13F Atlantic Union Bankshares Corp 260 0,00 31 -3,23
2026-05-07 13F AlTi Global, Inc. 8.788 -34,46 1.042 -34,87
2026-04-22 13F Janney Montgomery Scott LLC 1.844.787 -2,18 219 -3,11
2026-05-04 13F Procyon Private Wealth Partners, LLC 70.122 -4,14 8.316 -4,74
2026-05-05 13F UBS Group AG 2.985.127 31,40 354.036 30,58
2026-05-01 13F Mowery & Schoenfeld Wealth Management, LLC 0 -100,00 0
2026-05-11 13F Allianz Asset Management GmbH 288.900 18,01 34.264 17,27
2026-04-24 13F Private Advisor Group, LLC 94.909 28,30 11.256 27,50
2026-04-30 13F Simplicity Wealth,LLC 9.632 6,27 1.142 5,64
2026-01-15 13F Fortitude Family Office, LLC 0 -100,00 0
2026-05-06 13F Kiker Wealth Management, LLC 232 28
2026-05-08 13F Vanguard National Trust Co 55 7
2026-05-14 13F Crabel Capital Management, LLC 0 -100,00 0
2026-04-16 13F CPR Investments Inc. 8.843 19,26 1.049 18,55
2026-05-13 13F Prestige Wealth Management Group LLC 625 -37,50 74 -37,82
2026-05-13 13F Alesco Advisors Llc 0 -100,00 0
2026-05-05 13F Woodmont Investment Counsel Llc 110.902 0,63 13.153 0,00
2026-05-06 13F TopTier Wealth Management, LLC 2.777 7,93 329 7,17
2026-05-12 13F Rsm Us Wealth Management Llc 6.238 -1,70 740 -2,51
2026-04-15 13F Iams Wealth Management, Llc 7.202 -5,75 854 -6,36
2026-04-22 13F Bravera Wealth 472 56
2026-05-15 13F Integrated Wealth Concepts LLC 24.896 -61,63 2.953 -61,88
2026-05-13 13F Rhl Group, Llc 0 -100,00 0
2026-04-15 13F Compagnie Lombard Odier SCmA 11.358 0,00 1.347 -0,59
2026-04-20 13F Dock Street Asset Management Inc 0 -100,00 0
2026-05-08 13F Mosaic Financial Group, Llc 2.776 0,33 0
2026-02-17 13F Main Street Financial Solutions, LLC 3.226 -1,32 385 -1,28
2026-04-09 13F Cliftonlarsonallen Wealth Advisors, Llc 92.800 -21,43 11.006 -21,92
2026-05-13 13F University of Illinois Foundation 410.500 48.685
2026-05-12 13F Kingsview Wealth Management, LLC 11.896 -16,21 1.411 -16,77
2026-05-15 13F/A EverSource Wealth Advisors, LLC 6.097 -8,36 723 -8,94
2026-05-07 13F Legacy Wealth Managment, LLC/ID 698 0,00 83 -1,20
2026-04-09 13F Kelly Financial Group Llc 3.914 -1,86 464 -2,32
2026-02-17 13F Capitolis Liquid Global Markets LLC 0 -100,00 0
2026-04-10 13F Magnus Financial Group LLC 22.923 -25,59 2.719 -26,06
2026-05-13 13F PKS Advisory Services, LLC 10.675 10,35 1.266 9,71
2026-06-01 13F Flagship Wealth Advisors, Llc 46 5
2026-04-27 13F Financial Services Advisory Inc 0 -100,00 0
2026-04-10 13F High Probability Advisors, LLC 3.878 0,00 460 -0,65
2026-05-06 13F Assetmark, Inc 3.352.425 9,84 397.598 9,15
2026-04-16 13F Center For Asset Management LLC 36.072 12,97 4.278 12,28
2026-05-11 13F Rossby Financial, LCC 5.538 95,28 654 93,49
2026-05-05 13F Bank Julius Baer & Co. Ltd, Zurich 2.318.980 -13,46 275.031 -14,01
2026-05-13 13F Bank Of Montreal /can/ 132.084 5,26 15.665 4,61
2026-05-15 13F RMB Capital Management, LLC 412.543 3,21 48.928 2,56
2026-04-17 13F Braeburn Wealth Management LLC 19.495 24,38 2.312 23,64
2026-05-14 13F Gambit Capital Management, LLC 2.509 -75,34 298 -75,54
2026-05-15 13F Cresset Asset Management, LLC 18.160 9,00 2.154 8,30
2026-04-28 13F Bogart Wealth, LLC 225 0,00 27 0,00
2026-05-11 13F Commerce Bank 13.954 7,64 1.655 6,92
2026-05-15 13F Ascent Group, LLC 111.002 22,00 13.165 21,23
2026-05-12 13F Cambiar Investors Llc 4.139 0,00 491 -0,61
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 22.422 -18,51 2.659 -19,03
2026-04-22 13F Storen Legacy Partners, LLC 38.463 4.562
2026-04-15 13F BDFS Capital LLC 2.515 0,24 298 -0,33
2026-05-14 13F Entrewealth, Llc 27.152 1,95 3.220 1,35
2026-04-20 13F MBM Wealth Consultants, LLC 93.201 11,35 11.054 10,65
2026-05-12 13F/A Granite FO LLC 133 0,00 16 0,00
2026-04-13 13F Allen Mooney & Barnes Investment Advisors LLC 1.719 0,06 204 -0,49
2026-04-20 13F McKinley Carter Wealth Services, Inc. 93.105 293,66 11.042 291,28
2026-05-14 13F We Are One Seven, LLC 7.410 7,08 879 6,42
2026-05-05 13F HighTower Advisors, LLC 144.242 -4,19 17.107 -4,79
2026-05-07 13F Johnson Financial Group, Inc. 127.196 -78,60 15.085 -78,73
2026-05-13 13F Oak Grove Capital LLC 22.300 -6,30 2.645 -6,90
2026-04-08 13F Hardin Capital Partners, LLC 1.713 0,00 203 -0,49
2026-05-12 13F CIBC Bancorp USA Inc. 2.155 23,50 256 22,60
2026-04-20 13F ABLE Financial Group, LLC 7.632 -4,38 905 -4,94
2026-04-22 13F Pasadena Private Wealth, LLC 2.125 -45,93 252 -46,27
2026-04-09 13F ASL Financial, LLC 1.993 0,00 236 -0,42
2026-04-14 13F Meadowbrook Wealth Management, LLC 2.387 283
2026-04-21 13F Maridea Wealth Management LLC 14.101 33,72 1.672 32,91
2026-05-11 13F Rinkey Investments 101.966 0,25 12.093 -0,38
2026-04-16 13F Heck Capital Advisors, LLC 70.318 -4,19 8.340 -4,80
2026-04-29 13F Sather Financial Group Inc 1.898 -13,25 225 -13,79
2026-02-12 13F Tripletail Wealth Management, LLC 0 -100,00 0
2026-04-13 13F Nvest Wealth Strategies, Inc. 127 15
2026-04-27 13F Flagstone Financial Management 2.042 0,00 242 -0,41
2026-05-14 13F Jump Financial, LLC 0 -100,00 0
2026-05-14 13F Keebeck Wealth Management, LLC 2.949 0,00 350 -0,57
2026-04-20 13F Cardinal Strategic Wealth Guidance 214 25
2026-04-15 13F Merit Financial Group, LLC 10.766 -10,48 1.277 -11,08
2026-05-15 13F Perennial Investment Advisors, LLC 1.734 3,09 206 2,50
2026-05-14 13F Nicolet Bankshares Inc 3.485 59,42 413 58,85
2026-05-05 13F Ethos Financial Group, LLC 4.360 0,00 517 -0,58
2026-05-05 13F Vectors Research Management, LLC 140.465 -12,32 16.659 -12,88
2026-04-27 13F Wbh Advisory Inc 3.099 0,00 366 -0,81
2026-05-01 13F Hantz Financial Services, Inc. 227.262 54,51 27 52,94
2026-05-14 13F Ieq Capital, Llc 4.071 -29,52 483 -30,04
2026-05-05 13F SOUTH STATE Corp 2.197 -3,89 261 -4,41
2026-04-27 13F Td Private Client Wealth Llc 410.840 -0,73 48.726 -1,35
2026-05-04 13F Y.D. More Investments Ltd 1.410 -22,70 167 -23,04
2026-05-15 13F EFG International AG 33.025 27,60 3.917 26,81
2026-02-11 13F Parallel Advisors, LLC 204 -50,49 24 -51,02
2026-05-11 13F CAPROCK Group, Inc. 0 -100,00 0
2026-04-15 13F Steinberganna Wealth Management 2.536 -60,88 301 -61,19
2026-04-20 13F Park Edge Advisors, LLC 0 -100,00 0
2026-05-11 13F Daymark Wealth Partners, Llc 11.650 -1,90 1.382 -2,54
2026-04-13 13F Conrad Siegel Investment Advisors, Inc. 7.591 0,60 900 0,00
2026-05-04 13F Bedel Financial Consulting, Inc. 4.941 -45,53 586 -45,84
2026-05-11 13F Blueprint Financial Advisors LLC 196.711 6,73 23.330 6,06
2026-04-22 13F RMR Wealth Builders 4.500 0,00 534 -0,74
2026-05-15 13F Magnolia Capital Advisors Llc 1.873 222
2026-04-22 13F Caldwell Trust Co 90 0,00 11 0,00
2026-04-22 13F Wealth Advisory Solutions, LLC 2.333 -82,86 277 -83,00
2026-05-12 13F Omega Financial Group, LLC 0 -100,00 0
2026-05-04 13F Mml Investors Services, Llc 110.420 -29,36 13.096 -29,81
2026-05-13 13F Transmarket Holdings LP 51.067 599,16 6.057 595,29
2026-05-15 13F Walsh & Associates, LLC 135 0,00 16 0,00
2026-05-05 13F LFA - Lugano Financial Advisors SA 0 -100,00 0
2026-04-30 13F Stablepoint Partners, LLC 2.589 307
2026-04-16 13F Balboa Wealth Partners 2.923 62,21 347 60,93
2026-04-28 13F Berkshire Bank 22.697 -43,13 2.692 -43,50
2026-05-11 13F Aptus Capital Advisors, LLC 15.903 29,18 1.886 28,39
2026-05-14 13F Aries Wealth Management 3.238 0,00 384 -0,52
2026-04-27 13F Oxbow Advisors, LLC 3.553 65,56 421 64,45
2026-05-12 13F First American Trust, Fsb 180.491 5,61 21.406 4,94
2026-05-13 13F WealthCollab, LLC 0 -100,00 0
2026-04-28 13F Westfuller Advisors, LLC 0 -100,00 0
2026-04-29 13F Penobscot Investment Management Company, Inc. 12.102 -8,47 1.435 -9,06
2026-05-13 13F Brinker Capital Investments, LLC 222.267 27,55 26.361 26,74
2026-04-02 13F Silverleafe Capital Partners, LLC 0 -100,00 0
2026-04-22 13F Tred Avon Family Wealth, Llc 10.720 0,13 1.271 -0,47
2026-04-17 13F Weaver Capital Management LLC 231.359 27.439
2026-04-17 13F BAM Wealth Management, LLC 2.349 11,38 279 10,76
2026-02-06 13F Forefront Wealth Partners, LLC 0 -100,00 0
2026-05-11 13F Wells Fargo & Company/mn 2.152.305 2,71 255.263 2,07
2026-04-30 13F First Horizon Corp 173 0,00 21 0,00
2026-05-15 13F IMG Wealth Management, Inc. 19 5,56 2 0,00
2026-05-14 13F Gts Securities Llc 0 -100,00 0
2026-04-21 13F HCR Wealth Advisors 11.145 -4,98 1.322 -5,58
2026-05-14 13F StoneX Group Inc. 11.217 25,81 1.330 25,00
2026-05-15 13F Family Management Corp 226 0,00 27 0,00
2026-05-01 13F Concord Wealth Partners 26.768 41,85 3.175 40,94
2026-05-11 13F Phoenix Holdings Ltd. 3.649 0,00 433 -0,69
2026-05-15 13F Millennium Management Llc 118.871 142,79 14.098 141,28
2026-04-13 13F Hm Payson & Co 0 -100,00 0
2026-01-20 13F Sovran Advisors, LLC 0 -100,00 0
2026-05-01 13F Clarity Financial LLC 920.520 -32,23 109.174 -32,65
2026-05-04 13F AMG National Trust Bank 92.663 90,61 10.990 89,40
2026-04-23 13F Strategic Point Investment Advisors, LLC 639.390 3,99 75.832 3,34
2026-05-07 13F one8zero8, LLC 0 -100,00 0
2026-05-13 13F Stonehage Fleming Financial Services Holdings Ltd 8.502 1.008
2026-04-21 13F Parker Financial LLC 7.647 -5,64 907 -6,31
2026-05-05 13F PFG Advisors 148.034 193,04 17.557 191,19
2026-05-13 13F Jaffetilchin Investment Partners, LLC 7.751 -1,36 919 -1,92
2026-04-29 13F United Asset Strategies, Inc. 2.441 2,18 290 1,40
2026-05-12 13F Stifel Financial Corp 2.403.767 10,47 285.087 9,77
2026-05-04 13F Entelevest, LLC 13.049 19,23 1.548 18,45
2026-01-22 13F Financial Consulate, Inc 0 -100,00 0
2026-01-21 13F Modera Wealth Management, LLC 0 -100,00 0
2026-04-16 13F Five Pine Wealth Management 2.000 237
2026-05-06 13F CNB Bank 1.113 0,00 132 0,00
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 3.713 4,83 440 4,27
2026-05-14 13F EP Wealth Advisors, Inc. 4.114 6,72 488 5,87
2026-05-14 13F Twin Focus Capital Partners, Llc 27.492 129,73 3.261 128,29
2026-05-14 13F Sumitomo Mitsui Financial Group, Inc. 44.654 1,89 5.296 1,24
2026-04-13 13F Massmutual Trust Co Fsb/adv 10.034 -41,91 1.190 -42,26
2026-05-04 13F Genesis Wealth Advisors, LLC 3.078 0,00 365 -0,54
2026-02-02 13F CENTRAL TRUST Co 0 -100,00 0
2026-04-06 13F Rosenberg Matthew Hamilton 108 0,00 13 0,00
2026-05-08 13F Vontobel Holding Ltd. 7.381 4,24 875 3,55
2026-04-07 13F Central Pacific Bank - Trust Division 25.015 108,01 2.967 106,69
2026-04-09 13F Chemistry Wealth Management LLC 2.323 0,00 276 -0,72
2026-05-05 13F Regions Financial Corp 17.648 -5,45 2.093 -6,02
2026-05-11 13F Founders Financial Alliance, LLC 81 0,00 10 0,00
2026-05-12 13F Benjamin Edwards Inc 341.421 3,94 40.493 3,29
2026-05-14 13F Capital Analysts, Inc. 1.713 34,25 0
2026-05-14 13F Peak Asset Management, LLC 7.697 18,52 913 17,68
2026-04-23 13F Oppenheimer & Co Inc 4.786 37,10 568 36,30
2026-05-08 13F Walleye Trading LLC 1.277 -69,12 151 -69,37
2026-05-08 13F Walleye Trading LLC Put 107.400 0,00 12.738 -0,63
2026-04-20 13F Christensen, King & Associates Investment Services, Inc. 37.415 -0,79 4.437 -1,40
2026-04-27 13F GenTrust, LLC 52.086 6.177
2026-04-22 13F Union Bancaire Privee, UBP SA 23.928 5,75 2.834 4,73
2026-04-24 13F Root Financial Partners, LLC 2.108 -1,03 250 -1,57
2026-04-30 13F William Howard & Co Financial Advisors Inc 29.165 0,03 3.459 -0,57
2026-02-18 13F Financial Advisory Service, Inc. 2 0,00 0
2026-02-17 13F Bank Of America Corp /de/ Put 0 -100,00 0 -100,00
2026-04-17 13F Webster Bank, N. A. 1.503 132,30 178 131,17
2026-05-18 13F Arkadios Wealth Advisors 3.880 -7,09 460 -7,63
2026-04-13 13F Wolff Wiese Magana Llc 1.578 0,00 187 -0,53
2026-05-06 13F Sentinus, LLC 2.315 -79,28 275 -79,44
2026-05-14 13F Financial Engines Advisors L.L.C. 4.231.532 -1,31 501.860 -1,94
2026-05-13 13F Transcend Wealth Collective, Llc 63.006 24,11 7.473 23,32
2026-05-14 13F Vernal Point Advisors, LLC 20.964 1,23 2.486 0,61
2026-05-13 13F Headlands Technologies LLC 0 -100,00 0
2026-04-29 13F Latko Wealth Management, Ltd. 44.079 -19,80 5.228 -20,31
2026-04-22 13F Aua Capital Management, Llc 19.409 22,94 2.302 22,13
2026-05-05 13F Sanctuary Advisors, LLC 61.023 11,75 7.237 11,05
2026-04-15 13F Regatta Capital Group, Llc 21.758 9,79 2.580 9,09
2026-05-11 13F Foundations Investment Advisors, LLC 2.113 22,92 251 21,95
2026-04-24 13F Cabot Wealth Management Inc 279.159 2,95 33.108 2,30
2026-05-19 13F Royal Fund Management, LLC 15.569 6,32 1.847 5,72
2026-06-03 13F/A Wealthquest Corp 2.135 0,00 253 -0,39
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-05-01 13F International Assets Investment Management, Llc 779 -19,02 92 -19,30
2026-04-16 13F Upper Left Wealth Management, LLC 7.847 9,20 931 8,52
2026-05-07 13F Avidian Wealth Solutions, LLC 7.370 0,08 874 -0,46
2026-05-15 13F National Bank Of Canada /fi/ 28.205 -65,11 3.344 -65,33
2026-04-13 13F Arwa Llc 0 -100,00 0
2026-05-14 13F VestGen Advisors, LLC 1.980 233
2026-04-24 13F Key FInancial Inc 0 -100,00 0
2026-05-13 13F Calton & Associates, Inc. 2.263 -6,83 268 -7,27
2026-05-18 13F Edgestream Partners, L.P. 0 -100,00 0
2026-02-17 13F Bank Of America Corp /de/ Call 0 -100,00 0 -100,00
2026-05-11 13F REAP Financial Group, LLC 0 -100,00 0
2026-05-01 13F Cdkv Holdings Llc 27.697 -8,99 3.285 -9,58
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 180.904 -33,19 18.192 -43,79
2026-05-01 13F Citizens Financial Group Inc/ri 129.560 12,92 15.366 12,21
2026-05-11 13F OpenArc Corporate Advisory, LLC 475.868 -15,41 56.438 -15,94
2026-04-14 13F Seven Mile Advisory 0 -100,00 0
2026-05-11 13F F/M Investments LLC 7.610 0,00 903 -0,66
2026-05-15 13F Cascades Capital Asset Management, LLC 39.109 13,07 4.638 12,35
2026-04-28 13F Robertson Stephens Wealth Management, LLC 42.345 -23,34 5.022 -23,83
2026-02-17 13F Millennium Management Llc Put 0 -100,00 0 -100,00
2026-05-13 13F Ameritas Investment Partners, Inc. 310 0,00 37 0,00
2026-05-08 13F Jackson Hole Capital Partners, LLC 102 0,00 12 0,00
2026-05-14 13F Betterment LLC 20.590 7,77 2 0,00
2026-04-30 13F Private Trust Co Na 6.591 1,01 782 0,39
2026-04-22 13F MFA Wealth Services 52.591 2,76 6.237 2,13
2026-05-15 13F Morgan Stanley 2.855.064 2,54 338.611 1,90
2026-04-06 13F Versant Capital Management, Inc 18.076 13.698,47 2.144 14.186,67
2026-04-16 13F Stanley-Laman Group, Ltd. 3.535 0,08 419 -0,48
2026-05-13 13F GeoWealth Management, LLC 9.014 7,94 1.069 7,33
2026-04-21 13F Capital Investment Counsel, Inc 204 0,00 24 0,00
2026-04-20 13F Surience Private Wealth Llc 10.169 1.206
2026-05-13 13F D L Carlson Investment Group Inc 3.060 -0,13 363 -0,82
2026-05-15 13F Fmr Llc 3.146.974 259,58 373.231 257,32
2026-04-22 13F StoryOne LLC 0 438 -0,68
2026-05-13 13F Federation des caisses Desjardins du Quebec 17.475 -5,03 2.073 -5,65
2026-02-17 13F Millennium Management Llc Call 0 -100,00 0 -100,00
2026-05-15 13F Imprint Wealth LLC 9 0,00 1 0,00
2026-04-24 13F Keybank National Association/oh 407.193 2,66 48.293 2,02
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-04-27 13F PFG Investments, LLC 3.710 -25,23 440 -25,68
2026-05-15 13F Strategic Advocates LLC 91 0,00 11 0,00
2026-04-15 13F Independence Financial Advisors, LLC 163.298 2,37 19.367 1,73
2026-05-14 13F Morse Asset Management, Inc 0 -100,00 0
2026-05-01 13F Harwood Advisory Group, LLC 1.610 -96,55 191 -96,57
2026-04-24 13F Medallion Wealth Advisors, LLC 88 0,00 10 0,00
2026-05-14 13F Cedar Wealth Management, LLC 0 -100,00 0
2026-05-18 13F Ashton Thomas Securities, Llc 1.256 149
2026-04-15 13F Wealthcare Capital Management Llc 96.821 12,20 11.483 11,50
2026-04-24 13F School Employees Retirement Board Of Ohio 210.715 0,00 24.991 -0,63
2026-05-13 13F Caitlin John, LLC 179 0,00 21 0,00
2026-05-13 13F AE Wealth Management LLC 192.693 3,29 22.853 2,65
2026-05-13 13F IF Advisors, LLC 32.025 6,46 3.798 5,79
2026-05-12 13F Moneta Group Investment Advisors Llc 0 -100,00 0
2026-04-28 13F/A FLP Wealth Management, LLC 9.615 5,71 1.140 5,07
2026-04-28 13F MBL Wealth, LLC 237.478 7,49 28.165 6,81
2026-05-22 13F Wellington Grp LLC 0 -100,00 0
2026-04-20 13F Eagle Strategies LLC 20.314 33,53 2.409 32,73
2026-05-28 13F Blue Fin Capital, Inc. 51.428 13,52 6.099 12,80
2026-05-14 13F Atomi Financial Group, Inc. 33.712 -3,84 3.998 -4,45
2026-05-13 13F SRS Capital Advisors, Inc. 272 64,85 32 68,42
2026-05-15 13F Gateway Wealth Partners, LLC 28.738 1.159,33 3.408 1.152,94
2026-05-07 13F Key Capital Management, INC 0 -100,00 0
2026-05-08 13F Prime Capital Investment Advisors, LLC 4.320 -4,09 512 -4,66
2026-04-20 13F Tanglewood Wealth Management, Inc. 1.596.822 7,87 189.383 7,19
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 37.782 5,81 4.481 5,14
2026-01-21 13F Ledyard National Bank 0 -100,00 0
2026-05-15 13F Two Sigma Securities, Llc 22.363 546,70 2.652 543,69
2026-05-13 13F/A Jpmorgan Chase & Co 18.817.986 6,35 2.228.614 5,53
2026-05-12 13F TIAA Wealth Investment Management LLC 273 32
2026-04-20 13F TFB Advisors LLC 9.243 -30,68 1.096 -31,11
2026-04-21 13F Pallas Capital Advisors LLC 0 -100,00 0
2026-05-14 13F Brown Brothers Harriman & Co 0 -100,00 0
2026-05-15 13F TCG Advisory Services, LLC 1.719 204
2026-01-30 13F BancorpSouth Bank 4.858 0,00 580 -0,17
2026-04-21 13F Value Partners Investments Inc. 2.605 0,00 309 -0,96
2026-05-12 13F LightSquare Wealth Management, LLC 11.483 1.362
2026-01-16 13F Trust Co Of Vermont 650 0,00 78 0,00
2026-05-05 13F New Harbor Financial Group, LLC 272.300 7,78 32.295 7,10
2026-04-09 13F DHJJ Financial Advisors, Ltd. 2 0,00 0
2026-04-14 13F Nbc Securities, Inc. 2.599 26,53 308 25,71
2026-05-14 13F Boreal Capital Management LLC 88 0,00
2026-04-13 13F Invariant Investment Management 0 -100,00 0
2026-04-30 13F Opus Capital Group, LLC 33.755 -4,00 4 0,00
2026-05-12 13F Independent Advisor Alliance 7.345 871
2026-04-14 13F Austin Wealth Management, LLC 96.737 -26,46 11.422 -27,26
2026-04-24 13F Merited Wealth, LLC 0 -100,00 0
2026-04-10 13F Rede Wealth, LLC 3.746 -29,49 444 -29,97
2026-05-15 13F Bank Of America Corp /de/ 9.242.672 39,73 1.096.181 38,85
2026-05-12 13F IFG Advisory, LLC 0 -100,00 0
2026-05-13 13F Pacific Excel Wealth Advisors, Inc. 3.699 439
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 17.121 10,75 2.031 10,09
2026-05-04 13F Copia Wealth Management 133 0,00 16 0,00
2026-05-15 13F Advisory Services Network, LLC 31.979 -25,13 3.793 -25,60
2026-04-13 13F Creative Financial Designs Inc /adv 1.253 -25,46 149 -26,00
2026-05-04 13F MEMBERS Trust Co 3.013 0,00 357 -0,56
2026-05-04 13F Wsfs Capital Management, Llc 11.638 -5,84 1.380 -6,44
2026-05-05 13F Bank of New York Mellon Corp 447.982 8,46 53.131 7,78
2026-04-08 13F First Heartland Consultants, Inc. 0 -100,00 0
2026-05-13 13F Lido Advisors, LLC 117.929 -21,08 13.986 -21,58
2026-04-20 13F Brian Low Financial Group, Llc 14.589 0,21 1.730 -0,40
2026-04-07 13F Eastern Bank 870 -17,30 103 -17,60
2026-04-28 13F Whittier Trust Co 7.938 -22,50 937 -23,45
2026-02-10 13F Ellevest, Inc. 0 -100,00 0
2026-04-27 13F Tennessee Valley Asset Management Partners 42.887 -12,27 5.086 -12,82
2026-05-22 13F WNY Asset Management, LLC 12.008 -22,36 1.424 -22,94
2026-04-30 13F LRI Investments, LLC 171 0,00 20 0,00
2026-04-17 13F Charter Trust Co 3.244 8,10 385 7,26
2026-05-13 13F BlackRock, Inc. 1.344.980 -16,88 159.515 -17,40
2026-05-04 13F Legacy Capital Group California, Inc. 2.917 37,08 346 36,36
2026-05-18 13F Unconventional Investor, LLC 1.920 0,10 228 -0,44
2026-04-24 13F Vision Capital Management, Inc. 31.419 5,64 3.726 4,99
2026-04-10 13F Lake Hills Wealth Management, LLC 76.419 3,49 9.063 2,84
2026-04-06 13F Stableford Capital Ii Llc 1.761 2,26 209 1,46
2026-02-17 13F Vertex Planning Partners, LLC 0 -100,00 0
2026-05-08 13F Blair William & Co/il 5.487 8,93 651 8,15
2026-05-11 13F Becker Capital Management Inc 71.648 85,45 8.497 84,28
2026-02-24 13F Bell Investment Advisors, Inc 0 -100,00 0
2026-05-11 13F Biltmore Family Office, LLC 200 0,00 24 0,00
2026-05-08 13F Burke & Herbert Bank & Trust Co 13.367 -2,30 1.585 -2,88
2026-05-06 13F Hallmark Capital Management Inc 2.561 2,77 304 2,02
2026-05-07 13F MidAtlantic Capital Management, Inc. 0 -100,00 0
2026-04-24 13F Argent Advisors, Inc. 5.322 0,00 631 -0,63
2026-04-22 13F Viewpoint Investment Partners Corp 2.300 273
2026-05-08 13F Pnc Financial Services Group, Inc. 643.404 -0,12 76.308 -0,75
2026-04-08 13F Warner Financial, Inc 27.358 49,44 3.245 162.150,00
2026-05-12 13F Dogwood Wealth Management LLC 181 311,36 21 320,00
2026-05-16 13F Sunbelt Securities, Inc. 6 0,00 1
2026-04-29 13F Axxcess Wealth Management, Llc 37.520 -60,67 4.450 -60,92
2026-05-08 13F Idaho Trust Bank 0 -100,00 0
2026-04-21 13F Claro Advisors LLC 4.140 491
2026-05-07 13F Crewe Advisors LLC 4.279 0,59 508 0,00
2026-05-05 13F Cullen/frost Bankers, Inc. 1.568 31,99 186 31,91
2026-05-15 13F Markin Asset Management, LP 24.677 -11,21 2.927 -11,76
2026-04-21 13F Sequent Planning LLC 21.996 3,78 2.609 3,12
2026-04-29 13F Koa Wealth Management, LLC 8.056 -5,11 955 -5,73
2026-05-04 13F Savant Capital, LLC 3.811 -33,49 452 -33,97
2026-04-02 13F Marex Group plc 4.346 -4,25 513 -2,10
2026-05-05 13F Duncan Williams Asset Management, LLC 0 -100,00 0
2026-05-07 13F Ridgepath Capital Management LLC 59.589 -24,77 7.067 -25,34
2026-04-16 13F Spartan Planning & Wealth Management 74.906 -44,95 8.884 -45,29
2026-04-28 13F Belpointe Asset Management LLC 3.422 1,42 406 0,75
2026-02-05 13F Maxele Advisors, LLC 3.704 0,00 442 0,00
2026-05-06 13F Dunhill Financial, LLC 357 42 -17,65
2026-04-29 13F Resonant Capital Advisors, LLC 18.225 0,00 2.161 -0,64
2026-05-14 13F Hara Capital LLC 86 0,00 10 0,00
2026-05-07 13F Principle Wealth Partners Llc 3.665 0,00 435 -0,69
2026-02-17 13F SageView Advisory Group, LLC 708 84
2026-04-13 13F IFP Advisors, Inc 33.938 31,08 4.025 30,26
2026-04-13 13F John W. Brooker & Co., CPAs 2.924 347
2026-04-21 13F Nemes Rush Group LLC 583 0,69 69 0,00
2026-04-27 13F Pensionmark Financial Group, Llc 20.972 16,24 2.487 15,51
2026-04-21 13F Pinnacle Associates Ltd 43.039 4,07 5.104 3,42
2026-05-15 13F Charles Schwab Investment Management Inc 299.887 5,59 35.567 4,93
2026-04-13 13F Chesley Taft & Associates LLC 22.732 1,47 2.696 0,86
2026-04-28 13F Integrated Advisors Network LLC 0 -100,00 0
2026-05-11 13F Savvy Advisors, Inc. 27.380 2,10 3.247 1,47
2026-05-29 13F Keel Point, LLC 82.863 -2,01 9.828 -2,63
2026-04-16 13F Quotient Wealth Partners, LLC 0 -100,00 0
2026-04-17 13F Summit Wealth Partners, LLC 8.256 -0,18 979 -0,81
2026-04-08 13F Stonebridge Financial Group, LLC 0 -100,00 0
2026-05-15 13F Wit, Llc 2.263.922 8,37 268.501 7,69
2026-05-05 13F Altman Advisors, Inc. 63.586 7.541
2026-05-12 13F Sfmg, Llc 5.543 -7,52 657 -8,11
2026-02-13 13F Palisade Asset Management, LLC 0 -100,00 0
2026-05-11 13F Portfolio Design Labs, LLC 91.782 37,87 10.885 37,00
2026-05-08 13F Endowment Wealth Management, Inc. 24.614 24,71 2.919 23,95
2026-05-12 13F Channel Wealth Llc 0 -100,00 0
2026-05-08 13F Core Wealth Partners LLC 9.208 -5,27 1.092 -5,86
2026-04-30 13F Verdence Capital Advisors LLC 16.674 -11,14 1.977 -11,70
2026-04-20 13F Apella Capital, LLC 7.020 -2,86 836 -3,13
2026-05-13 13F Trajan Wealth LLC 23.156 1,09 2.746 0,48
2026-05-04 13F Checchi Capital Advisers, LLC 61.077 -0,56 7.244 -1,19
2026-05-14 13F Retirement Capital Strategies 0 -100,00 0
2026-05-05 13F Crestwood Advisors Group LLC 7.392 -9,81 877 -10,43
2026-05-14 13F Grantham, Mayo, Van Otterloo & Co. LLC 26.997 88,76 3.202 87,63
2026-01-30 13F Caldwell Securities, Inc 3.583 3,79 428 3,64
2026-04-28 13F Cordoba Advisory Partners LLC 116.049 5,57 13.763 4,91
2026-04-21 13F Laurel Oak Wealth Management, Llc 24.567 -8,35 2.914 -8,94
2026-04-24 13F National Asset Management, Inc. 1.829 -2,45 217 -3,14
2026-04-30 13F Conning Inc. 19.236 0,00 2.281 -0,61
2026-04-09 13F Park Place Capital Corp 125 -80,97 15 -82,05
2026-04-17 13F Legacy Wealth Partners, LLC 0 -100,00 0
2026-04-13 13F Arkansas Financial Group, Inc. 3.733 1,94 442 1,14
2026-05-13 13F Prosperity Financial Group, Inc. 4.147 -27,42 492 -27,90
2026-05-05 13F Mirabaud & Cie SA 188.618 2,26 22.370 1,62
2026-04-07 13F Martin Capital Partners, LLC 9.690 0,57 1 0,00
2026-04-24 13F Smithbridge Asset Management Inc/de 3.391 -55,07 402 -55,33
2026-04-29 13F Strategic Blueprint, LLC 49.719 -0,40 5.897 -1,02
2026-04-14 13F BayBridge Capital Group, LLC 15.834 0,00 1.890 0,00
2026-04-20 13F Morton Brown Family Wealth, LLC 1.470 0,00 174 -0,57
2026-05-19 13F/A Eley Financial Management, Inc 102.356 -0,15 12.139 -0,78
2026-04-23 13F American National Bank 141 0,00 17 0,00
2026-04-14 13F BSW Wealth Partners 5.740 2,78 681 2,10
2026-05-06 13F Hartland & Co., LLC 41.240 -6,88 4.891 -7,46
2026-05-15 13F Mittelman Wealth Management 2.701 320
2026-05-12 13F Invesco Ltd. 4.292.100 0,00 509.043 -0,63
2026-05-15 13F Breakwater Investment Management 152 0,00 18 0,00
2026-04-08 13F Asempa Wealth Advisors 7.808 0,58 922 -0,43
2026-04-22 13F Semitam Bonam Llc 45.303 9,23 5.373 8,55
2026-05-13 13F Lloyd Advisory Services, LLC. 218 10.800,00 26
2026-05-15 13F Transamerica Financial Advisors, Inc. 587 -59,55 70 -60,12
2026-01-23 13F Fifth Third Securities, Inc. 0 -100,00 0
2026-05-13 13F Cetera Investment Advisers Call 2.000 0,00 1 -50,00
2026-05-13 13F Cetera Investment Advisers 897.314 12,05 106.421 11,35
2026-04-22 13F Spire Wealth Management 15.165 -1,15 1.799 -1,80
2026-05-08 13F Reicon Wealth Advisors, Llc 28 0,00 3 0,00
2026-02-12 13F CIBC Private Wealth Group, LLC 2.360 35,24 282 35,10
2026-04-24 13F Blue Capital, Inc. 26.619 3.157
2026-05-14 13F Rockefeller Capital Management L.P. 128.375 -0,01 15.225 -0,64
2026-05-15 13F Smartleaf Asset Management LLC 816 -30,61 97 -31,43
2026-04-28 13F Whittier Trust Co Of Nevada Inc 886 0,00 105 -0,95
2026-05-07 13F Carl P. Sherr & Co., LLC 3.579 0,00 424 -0,70
2026-04-24 13F RKL Wealth Management LLC 16.001 -6,41 1.898 -7,01
2026-05-08 13F HORAN Wealth, LLC 7.948 949
2026-02-13 13F Motiv8 Investments LLC 0 -100,00 0
2026-04-17 13F RFG Advisory, LLC 6.881 -2,45 816 -2,97
2026-04-13 13F Kelly Financial Services LLC 5.336 189,06 631 186,82
2026-02-17 13F Quadrature Capital Ltd 0 -100,00 0
2026-05-13 13F Pioneer Family Office, LLC 45 0,00
2026-04-20 13F McMahon Financial Advisors, LLC 17.192 4,23 2.039 3,56
2026-05-12 13F WCG Wealth Advisors LLC 108.266 -70,01 12.840 -70,20
2026-04-28 13F Golden State Equity Partners 17.109 30,89 2.029 30,06
2026-05-14 13F Potomac Fund Management Inc /adv 4.814 63,35 571 62,39
2026-04-20 13F Edge Wealth Management LLC 7.800 -80,90 925 -81,03
2026-04-07 13F CoreCap Advisors, LLC 5.826 -0,09 691 -0,72
2026-05-04 13F Optima Capital Llc 0 -100,00 0
2026-04-16 13F Brookstone Capital Management 40.974 343,35 4.859 340,93
2026-05-13 13F Ankerstar Wealth, LLC 0 -100,00 0
2026-04-14 13F Arvest Investments, Inc. 94.147 5,87 11.166 5,20
2026-04-22 13F Benchmark Financial, LLC 64.980 19,47 7.707 18,72
2026-04-20 13F Fiduciary Alliance LLC 9.899 22,06 1.175 21,41
2026-01-05 13F City Center Advisors, LLC 0 -100,00 0
2026-04-27 13F Forte Asset Management Llc 3.250 0,00 385 -0,52
2026-05-08 13F/A JPL Wealth Management, LLC 59.473 13,53 7.054 12,81
2026-05-01 13F Richardson Financial Services Inc. 118 -41,00 14 0,00
2026-05-07 13F Summitpoint Capital Management 45.170 5.391
2026-02-05 13F Park Square Financial Group, LLC 0 -100,00 0
2026-05-14 13F Simplex Trading, Llc 14.320 82,07 1.698 81,02
2026-05-15 13F Squarepoint Ops LLC 7.112 120,94 843 119,53
2026-04-22 13F Coastal Investment Advisors, Inc. 96 0,00 11 0,00
2026-05-05 13F Midwest Professional Planners, LTD. 67.075 5,10 7.955 4,45
2026-05-08 13F TPG Financial Advisors, LLC 68.855 10,25 8.166 9,55
2026-04-28 13F Bfsg, Llc 2.466 -16,07 292 -16,57
2026-05-12 13F Bnp Paribas 21.565 11,94 2.558 11,22
2026-04-21 13F Unique Wealth, Llc 33.965 -6,73 4.028 -7,30
2026-04-30 13F Hsbc Holdings Plc 3.367 -82,03 399 -82,16
2026-05-09 13F DiMeo Schneider & Associates, L.L.C. 2.626 0,00 311 -0,64
2026-05-13 13F Kovitz Investment Group Partners, LLC 390.414 54,22 46.303 53,25
2026-05-19 13F Western Wealth Management, LLC 9.066 0,07 1.075 -0,56
2026-05-06 13F LPL Financial LLC 2.735.908 11,47 324.479 10,77
2026-04-08 13F Stephens Group Asset Management, Llc 4.541 0,00 539 -0,55
2026-04-14 13F Portfolio Resources Advisor Group, Inc. 2.615 1,28 310 0,65
2026-04-20 13F Emprise Bank 8.490 0,00 1.007 -0,69
2026-05-08 13F SHP Wealth Management 846 72,30 100 72,41
2026-05-14 13F Northern Trust Corp 86.822 -63,99 10.297 -64,22
2026-05-15 13F Evelyn Partners Asset Management Ltd 1.610 0,00 191 -1,04
2026-04-16 13F Financial Management Network Inc 47.485 -4,97 5.627 -5,62
2026-04-15 13F Monument Capital Management 39.048 -4,54 4.631 -5,12
2026-04-29 13F Cary Street Partner Investment Advisory Llc 29.872 2,60 3.543 1,96
2026-02-17 13F Adams Wealth Management 0 -100,00 0
2026-04-07 13F Park Avenue Securities Llc 8.997 -17,66 1 0,00
2026-05-15 13F NorthRock Partners, LLC 2.148 6,65 255 5,83
2026-05-15 13F Change Path, LLC 38.636 20,76 4.582 20,01
2026-05-05 13F SFI Advisors, LLC 0 -100,00 0
2026-05-15 13F Ameriprise Financial Inc 2.845.738 4,39 337.219 3,69
2026-05-04 13F Greenspring Advisors, LLC 12.735 2,08 1.510 1,48
2026-05-15 13F Blueprint Investment Partners LLC 349.025 -18,99 41.394 -19,50
2026-05-21 13F JDM Financial Group LLC 5.856 -50,50 695 -50,85
2026-05-14 13F Hudson Portfolio Management LLC 8.331 0,00 988 -0,60
2026-05-05 13F Cherry Tree Wealth Management, LLC 343 0,00 41 0,00
2026-05-14 13F 1832 Asset Management L.P. 145.646 3,88 17.274 3,23
2026-04-01 13F Confluence Investment Management Llc 125.466 -0,14 14.880 -0,77
2026-05-07 13F JMG Financial Group, Ltd. 2.995 0,00 355 -0,56
2026-01-28 13F Badgley Phelps Wealth Managers, LLC 0 -100,00 0 -100,00
2026-04-09 13F Silvia Mccoll Wealth Management, Llc 8.084 1,09 959 0,42
2026-02-03 13F Bokf, Na 0 -100,00 0
2026-04-21 13F E&G Advisors, LP 13.437 0,00 1.594 -0,62
2026-05-12 13F Kovack Advisors, Inc. 9.557 81,38 1.133 80,25
2026-05-13 13F Schoolcraft Capital LLC 2.950 -4,78 350 -5,42
2026-05-14 13F Synergy Investment Management, LLC 56 7
2026-05-14 13F Blalock Williams, Llc 3.028 -3,47 359 -4,01
2026-05-14 13F Dynasty Wealth Management, Llc 1.085.040 -7,30 128.686 -7,88
2026-05-14 13F Redwood Investment Management, Llc 3.888 -33,20 0
2026-06-02 13F Blue Edge Capital, LLC 2.924 -40,58 347 -41,06
2026-04-22 13F Pictet Asset Management Holding SA 81.000 -22,86 9.607 -23,34
2026-04-14 13F Sanchez Gaunt Capital Management, LLC 9.100 1.079
2026-04-27 13F Mount Yale Investment Advisors, LLC 6.063 719
2026-04-28 13F Spurstone Advisory Services, LLC 8 0,00 1
2026-02-09 13F Quest Partners LLC 403.902 644,31 48.206 643,33
2026-05-04 13F Retirement Income Solutions, Inc 5.071 -6,44 601 -6,97
2026-04-23 13F Global Trust Asset Management, LLC 96.832 12,63 11.484 11,93
2026-05-11 13F GenWealth Group, Inc. 7.971 -0,26 945 -1,05
2026-02-14 13F Berkshire Asset Management Llc/pa 0 -100,00 0
2026-04-10 13F Charles Schwab Trust Co 2.731 -47,93 324 -48,32
2026-02-18 13F CacheTech Inc. 0 -100,00 0
2026-04-22 13F Apollon Wealth Management, LLC 19.260 238,85 2.284 236,87
2026-05-14 13F Frederick Financial Consultants, LLC 2.286 -0,74 271 -1,09
2026-05-13 13F Avestar Capital, LLC 4.918 583
2026-05-05 13F Allspring Global Investments Holdings, LLC 370.001 0,00 43.882 -0,63
2026-05-07 13F Argyle Capital Partners, LLC 5.340 -5,13 633 -5,66
2026-05-06 13F Vista Capital Partners, Inc. 2.718 -8,91 322 -9,55
2026-02-04 13F Meridian Wealth Management, LLC 0 -100,00 0
2026-01-15 13F Alpine Bank Wealth Management 0 -100,00 0
2026-04-28 13F Flagship Harbor Advisors, Llc 0 -100,00 0
2026-05-08 13F Resources Investment Advisors, LLC. 357.210 24,63 42.365 23,85
2026-05-15 13F SummitTX Capital, L.P. 62.958 0,30 7.467 -0,33
2026-04-16 13F Everstar Asset Management, LLC 78.171 -3,18 9.271 -3,78
2026-05-18 13F Centaurus Financial, Inc. 3.057 75,09 0
2026-04-06 13F CX Institutional 0 -100,00 0
2026-05-15 13F DT Investment Partners, LLC 196.652 3,42 23.323 2,76
2026-05-14 13F Mcguire Capital Advisors Inc 93 1.062,50 11
2026-05-14 13F Cwm, Llc 64.619 -30,01 7.664 69.563,64
2026-04-30 13F Kestra Advisory Services, LLC 42.774 -11,03 5.073 -11,59
2026-01-14 13F ORG Partners LLC 8.025 0,39 958 0,21
2026-05-11 13F CFO4Life Group, LLC 48.680 -3,96 5.773 -4,56
2026-02-03 13F Orion Capital Management LLC 0 -100,00 0
2026-05-11 13F MCF Advisors LLC 704 0,00 83 -1,19
2026-05-15 13F Flow Traders U.s. Llc 92.792 11
2026-05-05 13F Mariner Investment Group Llc 7.638 906
2026-05-01 13F Avion Wealth 216 0,00 0
2026-05-05 13F Nolet Wealth Management, LLC 11.862 0,00 1.407 -0,64
2026-05-04 13F Westside Investment Management, Inc. 0 -100,00 0
2026-04-08 13F Holos Integrated Wealth LLC 1 0
2026-04-17 13F AdvisorNet Financial, Inc 0 -100,00 0
2026-04-27 13F Bulltick Wealth Management, LLC 41.421 39,23 4.913 38,37
2026-05-12 13F Great Diamond Partners, LLC 57.761 14,42 6.850 13,69
2026-05-04 13F King Wealth 2.006 -1,67 0
2026-04-10 13F Perigon Wealth Management, LLC 21.894 -3,05 2.597 -3,67
2026-04-14 13F Centerline Wealth Advisors, LLC 50.215 -11,28 5.955 -11,84
2026-04-20 13F SILVER OAK SECURITIES, Inc 3.274 -12,83 388 -13,59
2026-01-05 13F Chesapeake Asset Management Llc 0 -100,00 0 -100,00
2026-04-20 13F Longview Financial Advisors LLC 31.379 -0,14 3.722 -0,77
2026-05-19 13F Silicon Valley Capital Partners 315.584 -3,68 37.428 -4,29
2026-04-23 13F SJS Investment Consulting Inc. 250 0,00 30 0,00
2026-05-15 13F Gould Capital, LLC 126.530 19,24 15.006 18,49
2026-05-08 13F Logan Capital Management Inc Put 1.703 202
2026-05-12 13F TD Waterhouse Canada Inc. 10.310 2,73 1.218 1,75
2026-04-15 13F Eaton Financial Holdings Company, LLC 26.199 -0,18 3.107 -0,80
2026-05-15 13F Fiduciary Trust Co 4.205 -61,92 499 -62,19
2026-04-27 13F Tsfg, Llc 2.730 0,40 0
2026-05-15 13F Ancora Advisors, LLC 1.329 411,15 158 406,45
2026-05-01 13F Team Financial Group, LLC 127 0,00 15 0,00
2026-05-07 13F Forum Finance Group S.A. 1.809 0
2026-05-04 13F Envestnet Asset Management Inc 3.835.777 -0,99 454.923 -1,61
2026-04-01 13F First Financial Bank - Trust Division 83.937 1,75 9.955 1,11
2026-03-31 13F/A Barclays Plc Call 0 -100,00 0 -100,00
2026-04-09 13F Noble Family Wealth, LLC 5.308 0,00 630 -0,63
2026-04-14 13F Patriot Investment Management Inc. 2.400 1,48 285 0,71
2026-04-21 13F Columbus Macro, LLC 6.407 -42,28 760 -42,67
2026-04-29 13F Skopos Labs, Inc. 2.161 256
2026-05-13 13F Visionary Wealth Advisors 24.203 4,64 2.870 3,99
2026-05-12 13F M&t Bank Corp 88.670 -25,06 10.516 -25,52
2026-04-22 13F Smallwood Wealth Investment Management, LLC 307 0,00 36 0,00
2026-04-27 13F Arrien Investments, Inc. 2.712 5,69 322 4,90
2026-05-01 13F MY Wealth Management Inc. 0 -100,00 0
2026-05-12 13F Blue Line Capital, LLC / IL 0 -100,00 0
2026-04-20 13F Fairvoy Private Wealth, LLC 5.736 1,92 680 1,34
2026-01-29 13F Concurrent Investment Advisors, LLC 69.805 34,09 8.331 33,92
2026-04-15 13F DAVENPORT & Co LLC 61.758 -2,09 7.324 -2,71
2026-04-13 13F Enclave Advisors LLC 11.268 -88,63 1.336 -88,70
2026-04-21 13F First United Bank Trust/ 3.524 0,57 418 -0,24
2026-05-01 13F Fifth Third Bancorp 77.849 235,27 9.233 233,16
2026-04-23 13F Accurate Wealth Management, LLC 2.128 1,43 252 0,40
2026-05-15 13F Tower Research Capital LLC (TRC) 117 -91,67 14 -92,22
2026-01-23 13F Carnegie Capital Asset Management, LLC 0 -100,00 0
2026-05-11 13F First National Bank Of Omaha 11.800 15,75 1.397 14,70
2026-05-11 13F Wrapmanager Inc 73.563 12,74 8.725 12,03
2026-05-12 13F Tiaa-cref Individual & Institutional Services, Llc 21.006 2.491
2026-05-12 13F Creative Planning 1.176.837 -5,59 139.573 -6,19
2026-04-30 13F Mmbg Investment Advisors Co. 23.170 22,85 2.748 22,09
2026-04-20 13F Kastel Capital Advisors, LLC 2.011 0,00 240 0,00
2026-04-09 13F Taddei, Ludwig & Associates, Inc. 3.094 -0,16 367 -0,81
2026-04-10 13F Novem Group 0 -100,00 0
2026-04-20 13F Ritholtz Wealth Management 84.937 6,00 10.074 5,33
2026-05-06 13F Frontier Asset Management, LLC 62.074 -3,06 7.362 -3,68
2026-05-15 13F Cerity Partners LLC 1.968.957 0,73 233.518 0,10
2026-05-15 13F Goldman Sachs Group Inc 451.719 118,36 53.574 116,98
2026-05-05 13F Robinson Value Management, Ltd. 21.420 -3,25 2.540 -3,86
2026-05-07 13F EPG Wealth Management LLC 99 0,00 12 0,00
2026-04-24 13F Stock Yards Bank & Trust Co 1.810 -37,26 215 -37,79
2026-04-27 13F Albion Financial Group /ut 24 0,00 3 0,00
2026-05-13 13F ETF Portfolio Partners, Inc. 137.565 2,34 16.315 1,70
2026-05-13 13F West Chester Capital Advisors, Inc 120.458 -7,13 14.286 -7,72
2026-01-21 13F Capital Advisors Wealth Management, LLC 0 -100,00 0
2026-04-07 13F Boltwood Capital Management 98.073 -0,21 11.631 -0,84
2026-04-16 13F Waystone Advisors Llc 9.892 -1,51 1.173 -2,09
2026-05-13 13F Buckingham Strategic Partners 94.670 5.139,07 11.228 5.121,86
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 32 0,00 4 0,00
2026-05-05 13F West Michigan Advisors, Llc 6.362 80,12 755 79,10
2026-04-22 13F My Personal CFO, LLC 2.096 0,00 249 -0,80
2026-04-13 13F Cyndeo Wealth Partners, LLC 26.952 4,57 3.196 3,90
2026-04-28 13F Stratos Wealth Partners, LTD. 13.824 -2,54 1.640 -3,13
2026-05-08 13F Firestone Capital Management 4.188 0,00 497 -0,60
2026-05-15 13F Alliancebernstein L.p. 1.762 210
2026-05-15 13F XTX Topco Ltd 6.212 737
2026-05-14 13F Pinnacle Financial Partners, Inc. 100.256 -4,62 11.890 -5,21
2026-05-07 13F Madison Asset Management, LLC 37.408 0,69 4.437 0,07
2026-05-05 13F Fisher Asset Management, LLC 11.414 -16,43 1.354 -16,99
2026-05-14 13F Global Endowment Management, LP 20.000 0,00 2.372 -0,63
2026-04-06 13F GAMMA Investing LLC 55 0,00 7 0,00
2026-05-11 13F Tranquilli Financial Advisor LLC 25.872 5,47 3.068 4,82
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 76.706 7,62 9.097 6,95
2026-04-23 13F Foronjy Financial Llc 137.157 1,84 16.267 1,19
2026-04-13 13F Whalen Wealth Management Inc. 62.024 30,94 7.356 30,13
2026-05-08 13F Vanguard Advisers Inc 250 30
2026-05-08 13F Gen-Wealth Partners Inc 593 0,85 70 0,00
2026-05-13 13F Alliance Private Wealth, LLC 13.254 0,00 1.572 -0,25
2026-02-13 13F Southeast Asset Advisors Inc. 0 -100,00 0
2026-05-14 13F Camarda Financial Advisors, LLC 7.336 -0,39 870 -1,14
2026-05-14 13F Evergreen Capital Management Llc 747.310 -0,21 88.631 -0,84
2026-04-29 13F KDK Private Wealth Management, LLC 1.742 0,00 207 -0,48
2026-04-21 13F Maseco Llp 5.328 1.706,10 632 1.702,86
2026-05-14 13F Integrity Financial Corp /WA 8 -38,46 1 -100,00
2026-04-07 13F Legacy Private Trust Co. 10.950 -25,44 1.299 -25,91
2026-04-29 13F Advance Capital Management, Inc. 1.748 -29,63 207 -30,07
2026-05-14 13F Banco Bilbao Vizcaya Argentaria, S.a. 529.872 10,26 62.515 8,73
2026-05-15 13F Gotham Asset Management, LLC 39.564 161,87 4.692 160,23
2026-05-14 13F Empower Advisory Group, LLC 0 -100,00 0
2026-05-11 13F Integrity Alliance, Llc. 2.314 275
2026-04-13 13F St Germain D J Co Inc 1.374 -21,58 163 -22,49
2026-04-24 13F Investment Management Trust, LLC 3.954 469
2026-04-15 13F Exchange Traded Concepts, Llc 38.376 -13,68 4.551 -14,21
2026-05-07 13F Sagespring Wealth Partners, Llc 487.319 3,99 57.796 3,33
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 120.560 -3,40 14.298 -3,99
2026-04-22 13F Sykon Capital Llc 0 -100,00 0
2026-04-24 13F Ndwm Llc 3.765 0,19 446 -0,45
2026-04-27 13F Commonwealth Equity Services, Llc 0 -100,00 0 -100,00
2026-04-16 13F Rockland Trust Co 6.862 -0,58 814 -1,22
2026-04-17 13F Phil A. Younker & Associates, Ltd. 7.500 0,00 890 -0,67
2026-04-27 13F Sound Income Strategies, LLC 610 69,44 72 71,43
2026-04-14 13F Prospera Financial Services Inc 55.270 1,68 6.555 1,05
2026-04-21 13F Pacific Park Financial, Inc. 31.379 109,91 3.722 108,58
2026-05-12 13F Waterloo Capital, L.P. 7.346 -24,27 871 -24,72
2026-04-22 13F Coston, McIsaac & Partners 309 0,00 0
2026-05-06 13F Deutsche Bank Ag\ 4.295 0,00 509 -0,59
2026-05-06 13F Bartlett & Co. Wealth Management Llc 988 0,00 117 -0,85
2026-05-11 13F Pinnacle Wealth Planning Services, Inc. 849 0,00 101 -0,99
2026-05-12 13F Insigneo Advisory Services, Llc 6.206 3,73 736 3,08
2026-05-01 13F Wealthspire Advisors, LLC 3.852 0,00 457 -0,65
2026-05-08 13F Stelac Advisory Services LLC 7.223 857
2026-05-06 13F Quest 10 Wealth Builders, Inc. 29 0,00 3 0,00
2026-05-13 13F 1620 Investment Advisors, Inc. 830 2,34 98 2,08
2026-04-22 13F Tru Independence Asset Management 2, Llc 46.197 -0,14 5.479 -0,78
2026-04-15 13F Alhambra Investment Partners LLC 3.145 -3,08 373 -3,88
2026-04-08 13F JGP Wealth Management, LLC 3.788 -18,50 449 -18,95
2026-05-04 13F Studio Investment Management Llc 1.837 0,00 219 0,00
2026-04-21 13F J.M. Arbour, LLC 5.419 37,43 643 36,60
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 451 53
2026-02-06 13F Global Retirement Partners, LLC 42.861 48,67 5.116 48,48
2026-05-15 13F Obsido Oy 3.517 0,00 417 -0,48
2026-04-21 13F Delap Wealth Advisory, Llc 20.081 0,00 2.382 -0,63
2026-04-24 13F Peoples Bank /oh 2.175 -74,13 258 -74,38
2026-04-15 13F Signature Estate & Investment Advisors Llc 19.992 -3,14 2.371 -3,74
2026-04-22 13F Cornerstone Wealth Group, LLC 3.556 -12,67 421 -13,20
2026-04-14 13F SNS Financial Group, LLC 615.718 3,01 73.024 2,36
2026-05-12 13F Tiaa Trust, National Association 0 -100,00 0
2026-05-15 13F NCM Capital Management, LLC 1.760 209
2026-04-14 13F Northwest Wealth Management, Llc 3.922 -0,18 465 -0,64
2026-04-28 13F HBE Wealth Management, LLC 9.753 -0,86 1.157 -1,53
2026-04-28 13F Timber Creek Capital Management LLC 7.795 0,40 924 -0,22
2026-05-15 13F Citadel Advisors Llc Call 66.000 245,55 7.828 243,44
2026-05-15 13F IHT Wealth Management, LLC 35.556 -3,60 4.217 -4,20
2026-05-11 13F Ashton Thomas Private Wealth, LLC 702 83
2026-04-15 13F Atwood & Palmer Inc 13.900 -15,34 1.649 -15,88
2026-05-15 13F Citadel Advisors Llc Put 1.800 -89,83 213 -89,91
2026-05-15 13F Citadel Advisors Llc 256.392 30.408
2026-05-11 13F Newport Capital Group, LLC 32.477 -3,15 3.852 -3,75
2026-04-27 13F DSG Capital Advisors, LLC 49.973 12,80 5.927 12,15
2026-04-21 13F Maltin Wealth Management, Inc. 22.621 -13,12 2.683 -13,68
2026-04-22 13F Hoese & Co LLP 225.998 2,04 26.803 1,40
2026-05-07 13F Dakota Wealth Management 1.716 -58,20 204 -58,49
2026-05-15 13F Van Eck Associates Corp 0 -100,00 0
2026-05-12 13F Jane Street Group, Llc Call 81.600 180,41 9.678 178,64
2026-05-12 13F Jane Street Group, Llc Put 7.400 878
2026-05-14 13F Pacific Financial Group Inc 8.121 2,51 963 1,90
2026-04-08 13F NorthCrest Asset Manangement, LLC 27.115 -10,67 3.207 -11,58
2026-04-30 13F ETF Store, Inc. 27.841 3,31 3.302 2,64
2026-05-05 13F Wealthfront Advisers Llc 25.226 46,48 2.992 45,55
2026-05-15 13F Keating Financial Advisory Services, Inc. 741 1,37 88 0,00
2026-05-13 13F Triumph Capital Management 683 16,16 81 15,71
2026-05-15 13F Evercore Wealth Management, LLC 1.760 0,00 209 -0,95
2026-04-21 13F GHP Investment Advisors, Inc. 1.048 0,00 124 -0,80
2026-04-30 13F Money Concepts Capital Corp 18.033 16,80 2.139 16,07
2026-05-01 13F Valmark Advisers, Inc. 6.568 0,92 779 0,26
2026-04-30 13F Cedar Mountain Advisors, LLC 477 0,00 57 0,00
2026-05-29 13F Asset Dedication, LLC 238 0,00 28 0,00
2026-04-09 13F Tompkins Financial Corp 776 882,28 92 922,22
2026-05-08 13F Smithfield Trust Co 14 0,00 0
2026-04-17 13F United Advisor Group, LLC 1.965 233
2026-04-28 13F Shelton Wealth Management, Llc 34.898 -1,70 4.139 -2,34
2026-05-04 13F Nwam Llc 11.829 0,07 1.403 -0,43
2026-05-15 13F Veridan Wealth LLC 20.333 4,66 2.412 4,01
2026-05-07 13F Cornerstone Advisors Asset Management, Inc 1.843 4,54 219 3,81
2026-04-28 13F Nbt Bank N A /ny 3.350 0,00 397 -0,50
2026-05-15 13F Qube Research & Technologies Ltd 1.913 -73,64 227 -73,90
2026-05-04 13F Camden National Bank 60.421 7,97 7.166 7,29
2026-05-13 13F Monograph Wealth Advisors, Llc 5.622 667
2026-04-24 13F Royal Harbor Partners, LLC 0 -100,00 0
2026-05-15 13F Victory Capital Management Inc 478.423 3,10 56.741 2,46
2026-05-12 13F Leavell Investment Management, Inc. 105.454 -9,55 12.507 -10,12
2026-04-20 13F Pathfinder Wealth Consulting, Inc. 0 -100,00 0
2026-04-28 13F Umpqua Bank 80.024 -41,16 9.491 -41,54
2026-05-12 13F Voya Financial Advisors, Inc. 15.024 13,37 1.772 11,87
2026-04-21 13F Welch Group, LLC 12.385 216,19 1.469 214,35
2026-05-14 13F Financial Network Wealth Advisors LLC 136 0,00 16 0,00
2026-04-27 13F Truist Financial Corp 1.995.728 1,38 236.693 0,74
2026-05-14 13F Hilton Capital Management, LLC 97.210 -58,96 11.529 -59,22
2026-04-15 13F PW Nova Financial Services LLC 2.283 19,22
2026-05-18 13F Strategic Investment Advisors / MI 19.384 14,68 2.299 13,98
2026-05-08 13F Oath Planning, LLC 2.774 0,54 329 -0,30
2026-05-08 13F Generation Capital Management LLC 13.386 -1,85 1.588 -2,46
2026-05-15 13F Vestmark Advisory Solutions, Inc. 6.063 719
2026-05-12 13F Riggs Asset Managment Co. Inc. 2.972 -3,00 352 -3,56
2026-05-05 13F Mount Lucas Management LP 43.217 160,30 5.126 158,71
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