IOO - iShares Trust - iShares Global 100 ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer

iShares Trust - iShares Global 100 ETF
MX ˙ BMV ˙ US4642875722
Grundlæggende statistik
Institutionelle ejere 365 total, 364 long only, 0 short only, 1 long/short - change of 5,15% MRQ
Gennemsnitlig porteføljeallokering 0.2017 % - change of 38,63% MRQ
Institutionelle aktier (lange) 46.935.444 (ex 13D/G) - change of -1,28MM shares -4,07% MRQ
Institutionel værdi (lang) $ 5.627.603 USD ($1000)
Institutionelt ejerskab og aktionærer

iShares Trust - iShares Global 100 ETF (MX:IOO) har 365 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 46,935,444 aktier. Største aktionærer omfatter BlackRock, Inc., Northwestern Mutual Wealth Management Co, Annex Advisory Services, LLC, LPL Financial LLC, Morgan Stanley, Bank Of America Corp /de/, Raymond James Financial Inc, Stephens Inc /ar/, UBS Group AG, and Royal Bank Of Canada .

iShares Trust - iShares Global 100 ETF (BMV:IOO) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.

Fondens stemningsscore

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

Opdateringsfrekvens: Dagligt

Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.

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13F og NPORT arkivering

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

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
(%)
2026-04-07 13F Signaturefd, Llc 1.260 0,00 152 -4,40
2026-05-14 13F Level Four Advisory Services, Llc 4.517 0,00 546 -4,55
2026-04-15 13F Curbstone Financial Management Corp 19.150 0,00 2.317 -4,49
2026-05-04 13F Copia Wealth Management 88 0,00 11 -9,09
2026-01-28 13F Fischer Investment Strategies, Llc 12.397 -0,35 1.570 5,16
2026-05-06 13F Main Street Group, LTD 52 6
2026-05-08 13F SHP Wealth Management 7.551 913
2026-05-13 13F/A Quadrant Capital Group Llc 158 11,27 19 11,76
2026-04-22 13F CrossGen Wealth, LLC 16 0,00 2 -50,00
2026-05-15 13F Warren Averett Asset Management, LLC 18.765 -1,38 2.270 -5,85
2026-02-11 13F Parallel Advisors, LLC 4.709 -5,04 597 0,17
2026-05-13 13F Mariner, LLC 85.172 0,63 10.303 -3,90
2026-05-01 13F Diversify Wealth Management, Llc 2.327 2,47 311 6,16
2026-05-11 13F OpenArc Corporate Advisory, LLC 2.004 0,00 242 -4,35
2026-05-13 13F/A Jpmorgan Chase & Co 41.377 5,27 4.838 -2,83
2026-05-13 13F Capital World Investors 0 -100,00 0
2026-04-21 13F Financial Consulate, Inc 275 0,00 33 -2,94
2026-04-22 13F WestEnd Advisors, LLC 397 48
2026-05-15 13F Beacon Pointe Advisors, LLC 5.172 -43,35 626 -45,93
2026-05-08 13F Fortis Group Advisors, LLC 0 -100,00 0
2026-05-15 13F Fmr Llc 29.723 22,16 3.596 16,65
2026-05-06 13F LPL Financial LLC 1.235.986 1,37 149.517 -3,19
2026-04-30 13F Financial Freedom, LLC 6.296 0,00 762 -4,52
2026-04-10 13F Atala Financial Inc 3.118 0,00 379 -4,06
2026-04-30 13F Private Trust Co Na 565 0,00 68 -4,23
2026-05-07 13F Scarborough Advisors, LLC 885 107
2026-04-20 13F RiverTree Advisors, LLC 2.612 -8,61 316 -12,98
2026-05-12 13F Creative Planning 16.694 16,35 2.019 11,12
2026-05-12 13F BlackDiamond Wealth Management Inc. 4.297 -14,18 520 -20,03
2026-05-14 13F Schroder Investment Management Group 35.963 -24,40 4.205 -30,62
2026-02-13 13F Cape Cod Five Cents Savings Bank 12.489 0,00 1.238 0,00
2026-04-22 13F Onyx Bridge Wealth Group LLC 16.474 0,00 1.993 -4,51
2026-04-28 13F Flagship Harbor Advisors, Llc 11.144 -0,46 1.348 -4,94
2026-05-05 13F D.a. Davidson & Co. 2.576 52,16 312 45,33
2026-05-01 13F Carnegie Capital Asset Management, LLC 1.855 0,00 224 -4,27
2026-05-12 13F Laurel Wealth Advisors LLC 0 -100,00 0
2026-05-15 13F Two Sigma Securities, Llc 2.671 -19,01 323 -22,54
2026-04-08 13F Dynamic Advisor Solutions LLC 4.036 -5,74 488 -9,96
2026-05-12 13F Independent Advisor Alliance 9.457 1.144
2026-05-12 13F Stifel Financial Corp 29.044 84,97 3.513 76,71
2026-05-14 13F Us Bancorp \de\ 21.383 35,34 2.587 29,24
2026-04-20 13F GSB Wealth Management, LLC 2.569 0,00 311 -4,62
2026-05-11 13F Citigroup Inc 162.295 0,06 19.633 -4,44
2026-05-15 13F Bank Of America Corp /de/ 959.444 -1,80 116.064 -6,22
2026-02-13 13F Stark Wealth Management LLC 1.666 211
2026-04-22 13F JNBA Financial Advisors 178 0,00 22 -4,55
2026-05-15 13F Mercer Global Advisors Inc /adv 13.223 1,79 1.600 -2,80
2026-04-17 13F Certified Advisory Corp 101.685 0,14 12.291 -4,44
2026-04-14 13F Twelve Points Wealth Management LLC 201.180 29,61 24.337 22,05
2026-05-08 13F Marco Investment Management Llc 2.000 0,00 242 -4,74
2026-04-01 13F Bangor Savings Bank 17 2
2026-04-27 13F Independent Solutions Wealth Management, LLC 15.665 1.895
2026-05-15 13F Royal Bank Of Canada 388.533 -2,35 47.000 -6,74
2026-01-29 13F Comerica Bank 3.671 -0,16 465 5,22
2026-04-16 13F Beese Fulmer Investment Management, Inc. 2.082 0,00 252 -4,56
2026-05-15 13F Strive Financial Group ,LLC 559 0,00 68 -2,86
2026-05-11 13F TD Capital Management LLC 598 0,00 72 -4,00
2026-04-08 13F Mirador Capital Partners LP 5.263 2,41 637 -2,15
2026-05-14 13F Polen Capital Management Llc 0 -100,00 0
2026-05-05 13F Gallagher Capital Advisors, LLC 32.535 714,19 3.936 677,67
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 4.749 -96,47 579 -96,63
2026-05-13 13F AE Wealth Management LLC 248 5,08 30 3,45
2026-04-20 13F Concurrent Investment Advisors, LLC 0 -100,00 0 -100,00
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-05-06 13F Deutsche Bank Ag\ 0 -100,00 0
2026-05-15 13F Morgan Stanley 1.071.163 5,69 129.579 0,93
2026-04-21 13F Financial Council Asset Management Inc 3.620 16,17 438 10,91
2026-04-17 13F BCS Wealth Management 7.673 -50,00 928 -52,24
2025-12-10 13F Mainstay Capital Management Llc /adv 0 -100,00 0
2026-05-08 13F Blair William & Co/il 33.152 1.460,09 4.010 1.390,71
2026-04-27 13F Boyd Watterson Asset Management Llc/oh 34.698 0,00 4.197 -4,51
2026-05-15 13F Jones Financial Companies Lllp 130.616 14,38 15.316 5,88
2026-05-13 13F BlackRock, Inc. 28.655.482 1,05 3.466.454 -3,50
2026-04-13 13F Mlp3, Llc 4.992 0,00 604 -4,59
2026-05-08 13F Burke & Herbert Bank & Trust Co 2.730 0,00 330 -4,35
2026-04-24 13F Pw Advisors, Llc \ Fl 2.567 311
2026-05-11 13F WFA of San Diego, LLC 21 0,00 3 0,00
2026-04-27 13F Sound Income Strategies, LLC 240 0,00 29 -3,33
2026-05-08 13F Pnc Financial Services Group, Inc. 4.015 15,87 486 10,73
2026-05-14 13F Raymond James Financial Inc 650.699 2,03 78.715 -2,56
2026-04-28 13F Kingswood Wealth Advisors, Llc 45.548 -1,95 5.510 -6,37
2026-05-15 13F CI Private Wealth, LLC 10.090 0,00 1.221 -4,54
2026-04-15 13F Bright Futures Wealth Management, LLC. 8.677 -0,20 1.050 -4,72
2026-04-28 13F Whittier Trust Co 5.000 0,00 613 -4,07
2026-05-14 13F Hilltop Holdings Inc. 10.838 9,39 1.311 4,46
2026-04-07 13F Eastern Bank 16 2
2026-04-28 13F Ntv Asset Management Llc 4.230 -8,64 512 -12,80
2026-05-15 13F National Bank Of Canada /fi/ 4.803 13,06 580 8,01
2026-05-11 13F Catalyst Financial Partners Llc 4.042 0,00 489 -4,69
2026-05-14 13F Baird Financial Group, Inc. 33.463 76,86 4.048 68,95
2026-03-27 13F Prosperity Wealth Management, Inc. 4.885 -3,48 619 1,81
2026-05-14 13F Gamco Investors, Inc. Et Al 16.800 0,00 2.032 -4,51
2026-04-17 13F Charter Trust Co 3.012 0,00 364 -4,46
2026-01-16 13F Trust Co Of Vermont 1.278 143,89 162 159,68
2026-05-08 13F Vanguard Advisers Inc 161 19
2026-05-13 13F Drake & Associates, LLC 10.347 -2,08 1.252 -6,50
2026-05-04 13F Chicago Partners Investment Group LLC 13.602 27,93 1.812 33,85
2026-04-09 13F Secure Asset Management, LLC 4.418 5,92 534 1,14
2026-01-13 13F John W. Brooker & Co., CPAs 0 -100,00 0
2026-04-28 13F Golden State Wealth Management, LLC 2.322 -61,83 281 -63,64
2026-05-14 13F Bank Of Nova Scotia 35.410 1.670,50 4.284 1.592,89
2026-04-14 13F Palisade Asset Management, LLC 3.220 0,00 390 -4,42
2026-05-14 13F Klingman & Associates, LLC 3.475 0,00 420 -4,55
2026-04-16 13F Capital Advisors, Ltd. LLC 50.458 0,70 6 0,00
2026-04-10 13F Green Ridge Wealth Planning LLC 84.478 10,94 10.219 5,95
2026-05-12 13F Vickerman Investment Advisors, Inc. 25.982 2,90 3.143 -1,72
2026-05-05 13F West Paces Advisors Inc. 1.375 166
2026-02-17 13F SageView Advisory Group, LLC 408 52
2026-04-30 13F Independence Bank of Kentucky 90 0,00 11 -9,09
2026-05-01 13F Evolution Advisers, Inc. 19 0,00 0
2026-04-08 13F Cambridge Financial Group, LLC 4.640 0,00 561 -5,08
2026-05-05 13F HighTower Advisors, LLC 23.338 -1,18 2.823 -5,62
2026-05-12 13F Investor's Fiduciary Advisor Network, LLC 0 -100,00 0
2026-05-07 13F Crewe Advisors LLC 756 0,00 91 -4,21
2026-05-07 13F Pillar Financial Advisors, LLC 845 0,00 102 -4,67
2026-05-12 13F One Capital Management, LLC 160.624 854,67 19.431 811,78
2026-02-13 13F Colony Group, LLC 99.358 3,77 12.586 9,53
2026-05-04 13F N.E.W. Advisory Services LLC 384 0,00 46 -4,17
2026-04-14 13F Retirement Management Systems Inc. 118.412 8,46 14.324 3,59
2026-04-15 13F Merit Financial Group, LLC 6.793 4,48 822 -0,24
2026-05-14 13F Virtu Financial LLC 4.686 6,33 1
2026-05-15 13F Kcm Investment Advisors Llc 9.737 -3,23 1.178 -7,61
2026-05-08 13F Evolution Wealth Advisors, LLC 8.254 0,00 998 -4,50
2026-05-04 13F Savant Capital, LLC 3.478 29,05 421 23,17
2026-05-08 13F Russell Investments Group, Ltd. 1.049 127
2026-05-15 13F Advisor Group Holdings, Inc. 208.080 4,60 25.178 -0,11
2026-04-27 13F Pensionmark Financial Group, Llc 8.122 -2,85 983 -7,18
2026-05-12 13F Sfmg, Llc 3.283 0,00 397 -4,34
2026-05-14 13F Cwm, Llc 1.197 -6,41 145
2026-04-21 13F Laurel Oak Wealth Management, Llc 1.688 -6,12 204 -10,13
2026-04-21 13F Avaii Wealth Management, Llc 4.968 -0,76 601 -5,36
2026-04-14 13F Nbc Securities, Inc. 51 -81,59 6 -82,86
2026-04-21 13F Decker Retirement Planning Inc. 16 0,00 2 -50,00
2026-05-12 13F CIBC Asset Management Inc 0 -100,00 0
2026-05-07 13F MidAtlantic Capital Management, Inc. 5.157 -2,75 624 -7,15
2026-05-14 13F Rockefeller Capital Management L.P. 33.820 10,30 4.091 5,33
2026-05-15 13F Susquehanna International Group, Llp 55.783 -33,51 6.748 -36,50
2026-05-15 13F Brown Advisory Inc 2.259 6,26 273 1,49
2026-05-15 13F Equitable Holdings, Inc. 116.114 -11,18 14.708 -11,17
2026-04-29 13F Nicholas Hoffman & Company, LLC. 3.912 0,00 473 -4,44
2026-02-10 13F Transatlantique Private Wealth Llc 11.223 -25,86 1.422 -21,75
2026-05-13 13F Ubs Asset Management Americas Inc 3.228 91,01 390 82,24
2026-04-07 13F CoreCap Advisors, LLC 300 0,00 36 -5,26
2026-04-30 13F Stronghold Wealth Management L.L.C. 3.723 -2,18 450 -6,64
2026-05-22 13F Independent Wealth Advisors LLC 7.516 8,61 909 3,77
2026-02-17 13F Glenmede Trust Co Na 5.362 -0,69 679 30,83
2026-05-12 13F Ausdal Financial Partners, Inc. 10.805 4,09 1.307 -0,53
2026-04-13 13F IFP Advisors, Inc 4.933 34,93 597 28,73
2026-05-01 13F Connecticut Wealth Management, LLC 32.073 -6,14 3.880 -10,37
2026-04-17 13F AdvisorNet Financial, Inc 745 0,00 90 -4,26
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 289 35
2026-05-08 13F Seneschal Advisors, LLC 300 0,00 36 -5,26
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 83.582 1,09 10 0,00
2026-05-04 13F Inlight Wealth Management, LLC 0 -100,00 0
2026-02-06 13F Global Retirement Partners, LLC 26.723 2,62 3.385 8,32
2026-05-15 13F Lazard Asset Management Llc 0 -100,00 0
2026-05-18 13F Arkadios Wealth Advisors 6.959 -0,09 842 -4,65
2026-04-27 13F Sierra Ocean, Llc 2.477 -1,75 300 -6,27
2026-04-17 13F RFG Advisory, LLC 8.363 -1,47 1.012 -5,95
2026-05-11 13F WPWealth LLP 4.610 0,00 558 -4,46
2026-02-10 13F Root Financial Partners, LLC 0 -100,00 0
2026-05-01 13F Valmark Advisers, Inc. 0 -100,00 0
2026-05-04 13F Retirement Planning Group 13.949 0,00 1.687 -4,47
2026-05-11 13F Per Stirling Capital Management, LLC. 3.345 -0,09 405 -4,72
2026-04-21 13F Creekside Partners 13.441 0,00 1.626 -4,52
2026-05-07 13F Greykasell Wealth Strategies, Inc. 91.429 -4,64 11.060 -8,93
2026-05-01 13F Legacy Financial Strategies, LLC 6.203 -4,83 750 -9,09
2026-04-28 13F Stephens Inc /ar/ 528.198 12,02 63.896 6,98
2026-05-04 13F Glassman Wealth Services 446 0,00 54 -5,36
2026-05-13 13F SRS Capital Advisors, Inc. 452 0,00 55 -5,26
2026-05-15 13F Matrix Private Capital Group Llc 295 0,00 36 -5,41
2026-05-01 13F Symphony Financial, Ltd. Co. 2.684 13,44 319 5,98
2026-05-06 13F Hartland & Co., LLC 200 0,00 24 -4,00
2026-04-28 13F Whittier Trust Co Of Nevada Inc 1.190 0,00 146 -4,61
2026-05-13 13F O'shaughnessy Asset Management, Llc 7.101 -2,75 859 -7,03
2026-04-17 13F Signal Advisors Wealth, LLC 0 -100,00 0
2026-06-02 13F Norris Financial Group, LLC 0 -100,00 0 -100,00
2026-05-15 13F MAI Capital Management 4.461 0,00 540 -4,60
2026-05-06 13F Jennison Associates Llc 7.208 -9,75 872 -13,85
2026-05-08 13F Rik Saylor Financial, Inc. 8.715 -0,03 1.054 -4,53
2026-04-17 13F Stonebridge Financial Group, LLC / MO 54.799 14,12 6.629 8,99
2026-04-13 13F Creative Financial Designs Inc /adv 16.990 -38,88 2.055 -41,64
2026-05-28 13F Cozad Asset Management Inc 3.450 0,88 417 -3,70
2026-05-13 13F Cpwa, Llc 1.713 240
2026-05-19 13F Front Row Advisors LLC 180 0,00 22 -4,55
2026-05-01 13F Wealthspire Advisors, LLC 0 -100,00 0
2026-05-11 13F Montis Financial, LLC 4.478 -51,40 542 -53,64
2026-05-15 13F Breakwater Investment Management 1.990 0,00 241 -4,76
2026-05-04 13F Fagan Associates, Inc. 39.606 -2,02 4.791 -6,43
2026-04-20 13F Kestra Private Wealth Services, Llc 50.590 -20,39 6.120 -23,98
2026-04-30 13F LRI Investments, LLC 0 -100,00 0
2026-02-12 13F CIBC Private Wealth Group, LLC 1.000 0,00 127 5,00
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 7.449 -0,80 901 -5,26
2026-04-21 13F Unique Wealth, Llc 4.914 -1,82 594 -6,31
2026-04-21 13F OneAscent Wealth Management LLC 1.841 -20,37 223 -23,97
2026-05-15 13F Flow Traders U.s. Llc 44.308 -27,54 5 -28,57
2026-04-21 13F Old National Bancorp /in/ 70.580 -5,23 8.538 -9,49
2026-05-13 13F Ameritas Investment Partners, Inc. 553 0,00 67 -5,71
2026-05-13 13F Cetera Investment Advisers 359.958 3,05 43.544 -1,59
2026-05-11 13F Eddie Patel Inc 0 -100,00 0
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 0 -100,00 0
2026-05-11 13F Godfrey Financial Associates, Inc. 1.243 0,00 150 15,38
2026-04-13 13F Hm Payson & Co 200 0,00 24 -4,00
2026-04-21 13F Tritonpoint Wealth, Llc 2.233 -5,62 270 -9,70
2026-05-13 13F Federation des caisses Desjardins du Quebec 93.889 -4,15 11.358 -8,46
2026-04-08 13F Olistico Wealth, LLC 276 0,00 33 -2,94
2026-05-01 13F Rossmore Private Capital 400 0,00 48 -4,00
2026-04-23 13F Granite Harbor Advisors, Inc. 0 -100,00 0
2026-05-12 13F Rathbone Brothers plc 24.370 -0,18 2.948 -4,66
2026-05-06 13F Dunhill Financial, LLC 47 -2,08 6 -16,67
2026-04-23 13F Glass Jacobson Investment Advisors llc 351 0,00 42 -4,55
2026-05-11 13F Aprio Wealth Management, LLC 3.888 2,32 470 -2,29
2026-05-11 13F Wells Fargo & Company/mn Put 38.000 4.597
2026-05-12 13F Resolute Capital, Llc 1.852 0,00 224 -4,27
2026-05-14 13F CIBC World Markets Inc. 69.856 -4,13 8.450 -8,44
2026-05-13 13F GeoWealth Management, LLC 0 -100,00 0
2026-04-29 13F Montag A & Associates Inc 2.400 0,00 290 -4,61
2026-04-15 13F Fifth Third Securities, Inc. 13.322 1,83 1.612 -2,78
2026-02-12 13F Commonwealth Equity Services, Llc 134.795 -8,01 17.075 100.335,29
2026-04-24 13F Private Advisor Group, LLC 41.524 -3,95 5.023 -8,27
2026-05-14 13F VestGen Advisors, LLC 1.445 202
2026-04-14 13F Focus Financial Network, Inc. 22.724 -32,21 2.749 -35,28
2026-04-27 13F Truist Financial Corp 7.090 0,35 858 -4,14
2026-05-15 13F DT Investment Partners, LLC 266 32
2026-05-14 13F Brown Brothers Harriman & Co 42.371 -1,81 5.126 -6,22
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-02-12 13F Principal Securities, Inc. 0 -100,00 0
2026-05-11 13F Fountainhead AM, LLC 7 0,00 1 0,00
2026-04-13 13F St Germain D J Co Inc 140 0,00 17 -5,88
2026-05-12 13F Kovack Advisors, Inc. 2.099 1,94 256 -1,54
2026-05-12 13F Rsm Us Wealth Management Llc 3.696 2,64 447 -2,40
2026-04-16 13F Future Financial Wealth Managment LLC 2.452 0,00 322 5,23
2026-05-11 13F Pathstone Holdings, LLC 3.134 -62,69 379 -64,38
2026-05-11 13F High Note Wealth, LLC 1.090 0,00 132 -5,07
2026-04-16 13F First Community Trust Na 4.204 0,00 509 -4,51
2026-05-13 13F Scotia Capital Inc. 160.053 1,23 19.362 -3,27
2026-05-19 13F Mascagni Wealth Management, Inc. 3.915 0,26 474 -4,25
2026-05-13 13F Capital International Investors 35.422 -23,77 4.142 -30,03
2026-04-20 13F Sowell Financial Services LLC 3.550 0,00 429 -4,45
2026-04-17 13F HHM Wealth Advisors, LLC 5.106 0,00 618 -4,49
2026-05-14 13F Kane Investment Management, Inc. 15.325 -0,13 1.854 -4,63
2026-05-11 13F Great Valley Advisor Group, Inc. 3.313 11,10 401 6,10
2026-05-01 13F 180 Wealth Advisors, Llc 51.640 7,44 6.247 2,60
2026-05-13 13F Bank Of Montreal /can/ 100.048 -26,95 12.103 -30,24
2026-05-14 13F HighPoint Advisor Group LLC 2.521 3,45 305 -1,30
2026-05-04 13F Envestnet Asset Management Inc 312.031 11,40 37.746 6,39
2026-04-22 13F Bluesphere Advisors, LLC 133.293 76,84 16.124 68,89
2026-04-21 13F OneAscent Financial Services LLC 5.119 -1,78 619 -6,21
2026-05-15 13F Aqr Capital Management Llc 17.020 0,35 2.059 -4,19
2026-05-12 13F Atlantic Union Bankshares Corp 764 389,74 92 384,21
2026-05-12 13F Legacy Advisory Services, LLC 19.964 6,51 2.415 1,73
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-04-20 13F SILVER OAK SECURITIES, Inc 44.881 -1,45 5.429 -6,40
2026-04-27 13F Tsfg, Llc 1.500 0,00 0
2026-05-15 13F Weaver Consulting Group 5.014 1,99 607 -2,57
2026-05-01 13F DMKC Advisory Services, LLC 7.646 0,00 925 -4,55
2026-04-13 13F Mather Group, Llc. 252.844 0,52 30.587 -4,00
2026-04-27 13F Three Cord True Wealth Management, LLC 7.033 0,00 851 -4,49
2026-01-29 13F Obermeyer Wood Investment Counsel, Lllp 0 -100,00 0
2026-04-22 13F Joel Isaacson & Co., LLC 2.231 0,00 270 -4,61
2026-04-13 13F Amplius Wealth Advisors, LLC 309.853 -4,18 37.483 -8,50
2026-04-21 13F Hidden Cove Wealth Management, LLC 12.348 -12,99 1.494 -16,92
2026-05-13 13F Brinker Capital Investments, LLC 0 -100,00 0
2026-05-18 13F Centaurus Financial, Inc. 45.232 -4,93 5 -16,67
2026-05-14 13F Allworth Financial LP 2.147 -7,93 260 -12,20
2026-05-01 13F Fifth Third Bancorp 7.166 99,44 867 90,33
2026-05-11 13F Howard Wealth Management, Llc 12.076 -3,78 1.461 -8,12
2026-05-12 13F Moneta Group Investment Advisors Llc 4.676 0,00 566 -4,56
2026-04-20 13F Darrow Company, Inc. 1.915 0,00 232 -4,55
2026-04-30 13F Kestra Advisory Services, LLC 67.486 -2,70 8.164 -7,08
2026-04-22 13F Janney Montgomery Scott LLC 49.801 15,26 6 20,00
2026-04-03 13F Global Wealth Strategies & Associates 161 0,00 19 -5,00
2026-04-14 13F Beacon Investment Advisory Services, Inc. 1.300 157
2026-05-12 13F M&t Bank Corp 4.429 87,75 536 79,53
2026-05-18 13F Strait & Sound Wealth Management LLC 2.488 17,08 301 11,52
2026-04-24 13F Whelan Financial 44.451 8,67 5.377 3,78
2026-05-12 13F Kingsview Wealth Management, LLC 69.596 591,05 8.419 560,31
2026-02-17 13F Main Street Financial Solutions, LLC 10.124 -2,41 1.282 3,05
2026-04-06 13F Rosenberg Matthew Hamilton 704 0,00 85 -4,49
2026-05-04 13F Adell Harriman & Carpenter Inc 0 -100,00 0
2026-04-10 13F Perigon Wealth Management, LLC 37.051 5,05 4.482 0,34
2026-04-16 13F Phillips Financial Management, Llc 386 -12,07 47 -16,36
2026-05-06 13F Simon Quick Advisors, Llc 0 -100,00 0
2026-05-05 13F UBS Group AG 427.576 -5,96 51.724 -10,20
2026-06-01 13F Concorde Asset Management, LLC 1.725 -0,58 209 -5,02
2026-05-12 13F Ameritas Advisory Services, LLC 61.358 -6,66 7.422 -10,86
2026-05-04 13F HBW Advisory Services LLC 5.738 -2,46 694 -6,85
2026-04-20 13F McKinley Carter Wealth Services, Inc. 2.652 -2,28 321 -6,71
2026-05-15 13F Toronto Dominion Bank 420 0,00 51 -3,77
2026-05-15 13F Integrated Wealth Concepts LLC 61.514 9,98 7.441 5,04
2026-04-17 13F Guyasuta Investment Advisors Inc 2.185 0,00 264 -4,35
2026-04-21 13F GHP Investment Advisors, Inc. 0 -100,00 0
2026-05-12 13F Strategic Wealth Partners, Ltd. 280 0,00 34 -5,71
2026-05-12 13F TD Waterhouse Canada Inc. 19.755 -2,72 2.406 -6,38
2026-05-15 13F Cape Investment Advisory, Inc. 3.383 -5,66 409 -9,91
2026-02-06 13F Ignite Planners, LLC 0 -100,00 0 -100,00
2026-04-28 13F Stratos Wealth Partners, LTD. 13.065 14,27 1.581 9,12
2026-04-24 13F Flagship Private Wealth, LLC 112.530 -1,97 13.613 -6,39
2026-05-15 13F Tower Research Capital LLC (TRC) 10 1
2026-05-13 13F Visionary Wealth Advisors 10.849 3,74 1.312 -0,91
2026-04-22 13F Ifrah Financial Services, Inc. 5.922 -2,97 716 -7,37
2026-05-06 13F Advisortrust Partners, Llc 95 11
2026-02-05 13F Donoghue Forlines LLC 0 -100,00 0
2026-05-07 13F Johnson Financial Group, Inc. 320 39
2026-04-21 13F Wedbush Securities Inc 5.944 0,00 1
2026-05-06 13F Assetmark, Inc 44.130 3,03 5.338 -1,60
2026-05-14 13F Hrt Financial Lp 7.487 314,79 1
2026-05-15 13F Cerity Partners LLC 16.336 -5,95 1.976 -10,18
2026-02-06 13F New Millennium Group LLC 50 -1,96 6 0,00
2026-05-15 13F Advisory Services Network, LLC 40 5
2026-04-14 13F Affiance Financial, LLC 1.952 0,00 236 -4,45
2026-04-22 13F Avise Financial Cooperative, Inc. 2.381 -2,42 288 -6,80
2026-05-15 13F AlphaCore Capital LLC 651 0,00 79 -4,88
2026-05-15 13F Cresset Asset Management, LLC 2.348 -22,43 284 -25,85
2026-04-27 13F HB Wealth Management, LLC 2.808 7,67 340 2,73
2026-05-15 13F Goldman Sachs Group Inc 27.528 131,23 3.330 120,82
2026-05-11 13F Aptus Capital Advisors, LLC 712 146,37 86 138,89
2026-04-22 13F Asset Allocation Strategies LLC 139.941 2,24 16.929 -2,36
2026-05-05 13F Newbridge Financial Services Group, Inc. 54.357 -3,61 6.576 -7,95
2026-04-29 13F/A Perryman Financial Advisory Inc /ad 71.573 9,11 8.658 4,20
2026-05-04 13F Bleakley Financial Group, LLC 35.146 0,81 4.252 -3,74
2026-05-07 13F Northwestern Mutual Wealth Management Co 2.801.588 0,76 338.908 -3,77
2026-05-15 13F Huntington National Bank 306 -4,69
2026-05-13 13F Hudock, Inc. 103.271 -1,17 12.493 -5,61
2026-05-12 13F Dogwood Wealth Management LLC 1 0,00 0
2026-04-06 13F Highline Wealth Partners Llc 56 0,00 7 -14,29
2026-04-27 13F Revisor Wealth Management LLC 2.674 0,00 323 -4,72
2026-05-14 13F Greenline Wealth Management LLC 0 -100,00 0
2026-05-11 13F Wells Fargo & Company/mn 279.630 24,32 33.827 18,73
2026-05-14 13F Ieq Capital, Llc 26.826 0,00 3.245 -4,50
2026-04-24 13F Alexis Investment Partners, LLC 0 -100,00 0
2026-05-04 13F Geneos Wealth Management Inc. 9.325 -24,49 1.128 -27,88
2026-04-22 13F BigSur Wealth Management LLC 5.076 0,00 614 -4,36
2026-05-15 13F EFG International AG 450 12,50 54 8,00
2026-04-14 13F Prospera Financial Services Inc 33.695 1.031,08 4.076 981,17
2026-05-11 13F Daymark Wealth Partners, Llc 3.580 0,00 433 -4,42
2026-05-16 13F Sunbelt Securities, Inc. 425 0,00 51 -3,77
2026-01-26 13F Thomasville National Bank 1.615 -4,72 205 0,49
2026-05-14 13F EP Wealth Advisors, Inc. 5.538 4,43 670 -0,30
2026-04-07 13F First Financial Corp /in/ 42 0,00 5 0,00
2026-04-30 13F Walled Lake Planning & Wealth Management, Llc 6.320 -9,49 764 -13,57
2026-04-29 13F IAG Wealth Partners, LLC 115 0,00 14 -7,14
2026-05-15 13F GLOBALT Investments LLC / GA 22.463 -14,77 2.717 -18,60
2026-05-15 13F Citadel Advisors Llc 29.191 -67,44 3.531 -68,90
2026-05-12 13F Richardson Capital Management LLC 288 0,00 35 -5,56
2026-04-16 13F Rockland Trust Co 2.815 341
2026-05-15 13F Empowered Funds, LLC 274.000 1,33 33.146 -3,23
2026-04-28 13F LWM Advisory Services, LLC 4.723 -80,29 571 -81,19
2026-05-04 13F Mml Investors Services, Llc 183.518 -15,84 22.200 -19,62
2026-04-08 13F RDA Financial Network 0 -100,00 0
2026-04-15 13F Trust Co Of Toledo Na /oh/ 99 0,00 12 -8,33
2026-04-30 13F SkyOak Wealth, LLC 3.123 0,00 378 -4,56
2026-05-12 13F Americana Partners, LLC 2.094 0,00 253 -4,53
2026-04-01 13F Burkett Financial Services, Llc 23 0,00 3 0,00
2026-04-10 13F Matrix Trust Co 0 -100,00 0
2026-05-07 13F Sagespring Wealth Partners, Llc 8.616 -5,19 1.042 -9,47
2026-04-08 13F Bill Few Associates, Inc. 2.380 40,00 288 33,49
2026-04-22 13F Spire Wealth Management 40 0,00 5 -20,00
2026-04-27 13F Integrity Wealth Partners, LLC 2.399 290
2026-05-12 13F Jane Street Group, Llc 78.425 108,19 9.487 98,85
2026-04-15 13F LongView Wealth Management 3.381 -1,77 440 -0,68
2026-04-20 13F Ronald Blue Trust, Inc. 800 0,00 97 -4,95
2026-04-23 13F Powell Investment Advisors, LLC 29.609 0,29 3.582 -4,23
2026-04-15 13F Fortitude Family Office, LLC 3.900 -50,00 472 -52,33
2026-05-14 13F Gts Securities Llc 40.041 154,26 4.844 142,88
2026-04-13 13F Arcadia Investment Advisors Llc 19.010 -2,95 2.300 -7,34
2026-04-15 13F Signature Estate & Investment Advisors Llc 54.203 6,51 6.557 1,71
2026-04-16 13F Annex Advisory Services, LLC 1.271.829 -0,40 153.853 -4,88
2026-05-11 13F Adapt Wealth Advisors, Llc 23.531 11,79 2.847 6,75
2026-05-15 13F Silvercrest Asset Management Group Llc 2.570 0,00 311 -4,62
2026-05-01 13F International Assets Investment Management, Llc 185 0,00 23 -4,35
2026-05-11 13F Founders Financial Alliance, LLC 82 10
2026-04-23 13F Oppenheimer & Co Inc 10.206 -0,29 1.235 -4,78
2026-05-06 13F Meridian Wealth Management, LLC 19.958 -1,94 2.414 -6,36
2026-05-15 13F Vawter Financial, Ltd. 3.500 0,00 423 -4,51
2026-05-15 13F Harbour Investments, Inc. 25.052 2,93 3.031 -1,72
2026-05-06 13F Bartlett & Co. Wealth Management Llc 81 -59,70 11 -60,00
2026-04-23 13F Catalyst Investment Management LLC 1.744 -96,76 233 -96,59
2026-05-14 13F Modern Wealth Management, LLC 300.479 1,62 36.676 -2,08
2026-05-14 13F Financial Engines Advisors L.L.C. 1.654 0,00 200 -4,31
2026-05-15 13F Qube Research & Technologies Ltd 19.397 397,23 2.346 374,90
2026-04-08 13F First Heartland Consultants, Inc. 7.622 16,26 922 11,08
2026-04-07 13F Central Pacific Bank - Trust Division 80 0,00 10 -10,00
2026-04-20 13F Christensen, King & Associates Investment Services, Inc. 33.617 4,83 4.067 0,10
2026-05-12 13F Thoroughbred Financial Services, Llc 120.206 4,31 15 0,00
2026-05-15 13F Ameriprise Financial Inc 320.961 -16,06 38.828 -19,83
2026-04-24 13F Goldstone Financial Group, LLC 67.034 8.109
2026-05-14 13F Gladstone Institutional Advisory LLC 33.953 1,29 4.107 -3,27
2026-04-30 13F Money Concepts Capital Corp 1.775 -97,88 215 -97,98
2026-04-07 13F Farther Finance Advisors, LLC 950 -95,04 116 -95,26
2026-05-14 13F Renaissance Technologies Llc 5.900 -63,58 714 -65,25
2026-05-13 13F Alesco Advisors Llc 10.115 0,00 1.224 -4,53
2026-04-28 13F Howe & Rusling Inc 0 -100,00 0
2026-05-08 13F Steward Partners Investment Advisory, Llc 18.821 -3,04 2.277 -7,40
2026-05-14 13F PlanVest Financial, Inc 285 34
2026-04-24 13F Cabot Wealth Management Inc 1.872 226
2026-05-04 13F Sigma Planning Corp 60.002 -12,59 7.258 -16,53
2026-05-05 13F Sanctuary Advisors, LLC 2.856 0,00 345 -4,43
2026-05-12 13F PCM Encore, LLC 0 -100,00 0
2026-03-12 13F Nalls Sherbakoff Group, Llc 200 0,00 25 56,25
2026-05-11 13F Waddell & Associates, Llc 2.826 -2,85 342 -7,34
2026-05-14 13F Traynor Capital Management, Inc. 0 -100,00 0
2026-04-24 13F KPP Advisory Services LLC 8.846 1,07 1.070 -3,43
2026-02-05 13F Center for Financial Planning, Inc. 404 0,00 51 6,25
2026-05-05 13F Capital Investment Advisory Services, LLC 306 -13,80 37 -17,78
2026-04-28 13F SBI Securities Co., Ltd. 2.011 -15,18 243 -19,00
2026-05-13 13F Envision Financial Transparency, LLC 16.757 2
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