VTIP - Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer

Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
MX ˙ BMV ˙ US9220208055
Grundlæggende statistik
Institutionelle ejere 930 total, 930 long only, 0 short only, 0 long/short - change of 6,15% MRQ
Gennemsnitlig porteføljeallokering 1.2471 % - change of 21,36% MRQ
Institutionelle aktier (lange) 208.559.214 (ex 13D/G) - change of 18,28MM shares 17,64% MRQ
Institutionel værdi (lang) $ 10.130.310 USD ($1000)
Institutionelt ejerskab og aktionærer

Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF (MX:VTIP) har 930 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 208,559,214 aktier. Største aktionærer omfatter LPL Financial LLC, Goldman Sachs Group Inc, Sei Investments Co, Valmark Advisers, Inc., Morgan Stanley, Cambridge Associates Llc /ma/ /adv, Fmr Llc, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management, Wealthfront Advisers Llc, and Wealthspire Advisors, LLC .

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

Fondens stemningsscore

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

Opdateringsfrekvens: Dagligt

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13F og NPORT arkivering

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

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Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 1 0,00 0
2026-05-15 13F Fiduciary Trust Co 92.523 0,00 4.622 0,98
2026-05-08 13F Blair William & Co/il 62.707 -6,76 3.132 -5,83
2026-05-15 13F Cape Investment Advisory, Inc. 0 -100,00 0
2026-04-28 13F Berger Financial Group, Inc 13.303 119,99 664 122,07
2026-05-04 13F RAM Investment Partners, LLC 77.603 2,86 3.876 3,89
2026-05-21 13F Essential Partners LLC 30.417 0,54 1.519 1,54
2026-05-15 13F Cardiff Park Advisors, Llc 121.414 5,78 6.065 6,84
2026-05-15 13F Change Path, LLC 17.284 -3,61 863 -2,60
2026-04-16 13F Roble, Belko & Company, Inc 5.528 -56,22 0
2026-04-28 13F Unison Advisors LLC 20.467 0,00 1.022 0,99
2026-05-13 13F Provident Living Financial Services, Inc. 7.905 0,00 395 1,03
2026-05-15 13F Wright Wealth Llc 173.510 4,76 8.667 5,80
2026-04-16 13F Poinciana Advisors Group, Llc 101.851 2,77 5.087 3,80
2026-05-15 13F Tower Research Capital LLC (TRC) 36.400 1.818
2026-04-21 13F Financial Planning Navigators CORP 24.488 30,48 1.223 31,79
2026-05-12 13F Cascade Financial Partners, LLC 0 -100,00 0
2026-05-01 13F Midwest Trust Co 23.348 2,52 1.166 3,55
2026-05-13 13F Heritage Trust Co 53.155 -3,38 2.655 -2,43
2026-05-12 13F Cloud Capital Management, LLC 138.963 -15,20 7 -25,00
2026-05-04 13F Bleakley Financial Group, LLC 1.048.449 13,96 52.370 15,09
2026-06-03 13F Stillwater Private Wealth, LLC 20.001 1
2026-04-10 13F Perigon Wealth Management, LLC 387.222 18,22 19.342 19,39
2026-04-29 13F Duncker Streett & Co Inc 300 0,00 15 0,00
2026-05-06 13F Proffitt & Goodson Inc 9.660 17,76 483 19,01
2026-05-12 13F Adventist Health System/ West 572.974 -25,20 28.620 -24,46
2026-05-01 13F/A Kohmann Bosshard Financial Services, LLC 4.104 0,00 205 0,99
2026-05-18 13F Arkadios Wealth Advisors 47.955 13,90 2.395 15,03
2026-05-12 13F/A Signature Securities Group Corporation 12.713 -0,47 635 0,63
2026-05-13 13F Clearbridge Investments, LLC 15.000 0,00 749 1,08
2026-05-14 13F TRB Wealth Management, LLC 22.228 1.110
2026-05-13 13F Lido Advisors, LLC 82.492 0,94 4.120 -0,12
2026-04-23 13F North Star Investment Management Corp. 330.205 0,45 16.494 1,45
2026-05-13 13F Marex Group plc 8.079 2,77 404 3,87
2026-05-04 13F Retirement Planning Group 31.225 -21,23 1.560 -20,46
2026-05-15 13F MAI Capital Management 3.727 -84,36 186 -84,21
2026-04-22 13F J. Team Financial, Inc. 31.925 -15,80 1.595 -14,99
2026-05-15 13F MGO Private Wealth, LLC 0 -100,00 0
2026-04-08 13F DiNuzzo Private Wealth, Inc. 353 101,71 18 112,50
2026-04-27 13F BIP Wealth, LLC 9.739 -48,10 486 -47,63
2026-04-15 13F Marathon Strategic Advisors, LLC 26.204 -0,82 1.309 0,15
2026-04-29 13F Silver Oak Wealth Advisors Services, Llc 628.807 0,91 31.409 1,91
2026-05-05 13F Atria Investments Llc 206.066 277,03 10.293 280,76
2026-04-15 13F Signature Estate & Investment Advisors Llc 26.862 -1,65 1.342 -0,67
2026-02-13 13F Glen Eagle Advisors, LLC 0 -100,00 0
2026-04-29 13F Standard Life Aberdeen plc 22.164 120,01 1.107 122,29
2026-04-14 13F Papp L Roy & Associates 34.697 0,00 1.733 0,99
2026-04-24 13F Oakworth Capital, Inc. 1.373 -14,19 69 -13,92
2026-04-21 13F Maseco Llp 32.302 0,00 1.613 1,00
2026-05-08 13F Seneschal Advisors, LLC 29.058 -16,58 1.451 -15,74
2026-04-29 13F Golden Road Advisors Llc 12.700 -1,37 634 -0,31
2026-04-14 13F Amicus Financial Advisors, LLC 39.727 -1,16 1.984 -0,15
2026-05-14 13F Johnson Financial Group, LLC 8.536 0,00 426 0,95
2026-04-22 13F Essential Planning, LLC. 117.113 1,52 5.850 2,52
2026-04-09 13F VERITY Wealth Advisors 4.239 0,00 212 0,96
2026-05-11 13F Rossby Financial, LCC 7.112 1.581,32 355 1.670,00
2026-04-09 13F Meritas Wealth Management, LLC 124.709 9,13 6.229 10,21
2026-04-24 13F Eagle Bay Advisors LLC 11.579 64,01 578 65,62
2026-05-07 13F Koss-Olinger Consulting, LLC 52.520 2.623
2026-05-04 13F Optima Capital Llc 0 -100,00 0
2026-04-15 13F Cypress Wealth Services, LLC 16.153 807
2026-04-27 13F Symmetry Partners, LLC 110.919 22,60 5.540 23,83
2026-05-19 13F Western Wealth Management, LLC 17.778 3,23 888 4,35
2026-05-12 13F Chesapeake Asset Management Llc 246 0,00 12 0,00
2026-05-12 13F BOK Financial Private Wealth, Inc. 1.685.046 7,10 84.168 8,16
2026-04-20 13F Ritholtz Wealth Management 86.240 14,06 4.308 15,19
2026-04-22 13F Shotwell Rutter Baer Inc 109.789 5,08 5.484 6,01
2026-04-17 13F Murphy & Mullick Capital Management Corp 1.247 0,00 62 1,64
2026-05-06 13F Assetmark, Inc 956.747 -6,89 47.790 -5,97
2026-05-04 13F H&H Retirement Design & Management INC 36.142 5,49 1.823 7,18
2026-05-13 13F AE Wealth Management LLC 420.154 3.092,17 20.987 3.128,62
2026-04-22 13F DORVAL Corp 36.463 -2,77 1.821 -1,78
2026-04-24 13F Root Financial Partners, LLC 20.440 119,83 1.021 122,22
2026-04-22 13F Asset Allocation Strategies LLC 48.812 -7,13 2.438 -6,19
2026-05-08 13F Resources Investment Advisors, LLC. 53.545 3,51 2.675 4,53
2026-05-15 13F Quantinno Capital Management LP 45.749 81,49 2.285 83,39
2026-04-21 13F Nemes Rush Group LLC 0 -100,00 0
2026-04-22 13F Coston, McIsaac & Partners 31.042 12,28 2 0,00
2026-04-09 13F Tompkins Financial Corp 72 -20,00 4 -25,00
2026-05-06 13F Intentional Wealth Strategies, LLC 1.481 74
2026-04-27 13F Tsfg, Llc 186 -25,30 0
2026-04-14 13F Bay Harbor Wealth Management, LLC 90 23,29 4 33,33
2026-04-14 13F Northwest Wealth Management, Llc 546.717 9,84 27.308 10,93
2026-02-13 13F Heritage Wealth Advisors 0 -100,00 0
2026-04-14 13F Tradewinds Capital Management, LLC 326 16
2026-04-14 13F Focus Financial Network, Inc. 19.116 1,58 955 2,58
2026-04-09 13F Clarity Capital Advisors, LLC 180.545 6,02 9.018 7,08
2026-05-07 13F Summit Global Investments 188.528 263,22 9 350,00
2026-04-28 13F Kathmere Capital Management, LLC 59.172 106,15 2.956 108,25
2026-05-13 13F SRS Capital Advisors, Inc. 5.262 572,89 263 589,47
2026-05-14 13F Hazlett, Burt & Watson, Inc. 6 0,00 0
2026-05-11 13F Strengthening Families & Communities, LLC 1.981 99
2026-01-15 13F My Personal CFO, LLC 0 -100,00 0
2026-05-11 13F Integrity Advisory Solutions, LLC 4.110 -28,79 205 -28,07
2026-05-11 13F MCF Advisors LLC 8.408 0,00 420 0,96
2026-04-08 13F Miracle Mile Advisors, LLC 5.142 -32,82 257 -32,28
2026-04-27 13F Pensionmark Financial Group, Llc 27.066 0,53 1.352 1,50
2026-02-04 13F Summit Wealth Group Llc / Co 0 -100,00 0 -100,00
2026-04-14 13F Arnold Financial Planning LLC 5.094 0,00 254 1,20
2026-01-07 13F BCGM Wealth Management, LLC 0 -100,00 0
2026-04-22 13F Riverbend Wealth Management, LLC 6.749 9,35 337 10,49
2026-04-20 13F SILVER OAK SECURITIES, Inc 4.624 -80,58 231 -80,48
2026-04-06 13F Gpwm Llc 307.769 9,08 15.373 10,16
2026-04-23 13F Petersen Hastings Wealth Advisors Inc. 90.750 0,19 4.533 1,16
2026-05-08 13F Banco Santander, S.A. 130.387 0,00 6.513 0,99
2026-05-15 13F Empowered Funds, LLC 1.347.765 67.290
2026-05-14 13F Delos Wealth Advisors, LLC 0 -100,00 0
2026-04-24 13F Vertrix Wealth Management, LLC 249.354 12.455
2026-05-15 13F Two Sigma Securities, Llc 5.059 -80,93 253 -80,79
2026-05-12 13F Bbr Partners, Llc 0 -100,00 0
2026-04-02 13F Ares Financial Consulting, LLC 30.975 40,23 1.545 41,39
2026-04-23 13F Comprehensive Money Management Services LLC 86.036 27,96 4.297 29,23
2026-05-14 13F Modern Wealth Management, LLC 40.355 2.013
2026-04-14 13F Wealthcare Advisory Partners LLC 30.983 98,67 1.548 100,65
2026-04-22 13F Continuum Advisory, LLC 28.450 3,04 1.421 4,10
2026-05-06 13F Terril Brothers, Inc. 10.575 528
2026-05-07 13F Fi3 FINANCIAL ADVISORS, LLC 0 -100,00 0
2026-05-07 13F Washington Trust Bank 39.360 31,13 1.966 32,48
2026-05-12 13F Independent Advisor Alliance 15.923 795
2026-04-24 13F Ledyard National Bank 19.626 0,00 980 1,03
2026-05-08 13F Vanguard National Trust Co 47 2
2026-05-14 13F Cambria Investment Management, L.P. 0 -100,00 0
2026-04-17 13F Hanson & Doremus Investment Management 3.038 0,00 0
2026-04-13 13F Physician Wealth Solutions Inc. 20.335 24,33 1.016 25,62
2026-04-22 13F Oak Harvest Investment Services 37.916 27,61 1.894 28,86
2026-05-12 13F Hutchinson Capital Management/ca 123.573 27,59 6.172 28,85
2026-05-14 13F Northern Trust Corp 54.550 -2,40 2.725 -1,45
2026-04-08 13F Seed Wealth Management, Inc. 34.228 -18,59 1.710 -17,80
2026-02-17 13F Engineers Gate Manager LP 0 -100,00 0
2026-05-12 13F Laurel Wealth Advisors LLC 18.985 0,00 957 1,92
2026-05-01 13F Wealthspire Advisors, LLC 4.455.868 6,31 222.571 7,36
2026-05-15 13F Hyundai Investments Co., Ltd. 4.515 -30,21 225 -29,69
2026-05-11 13F Smith Partners Wealth Management, LLC 11.803 -14,48 590 -13,64
2026-05-12 13F Motley Fool Wealth Management, LLC 35.778 -20,86 1.787 -20,04
2026-05-13 13F Allie Family Office LLC 10.016 500
2026-04-17 13F CENTRAL TRUST Co 3.412 0,00 170 1,19
2026-05-12 13F Prism Planning Partners LLC 76.175 10,79 3.805 11,88
2026-01-12 13F Freestate Advisors LLC 0 -100,00 0
2026-05-01 13F Valmark Advisers, Inc. 7.073.953 5,33 353.344 6,37
2026-05-12 13F Leavell Investment Management, Inc. 17.415 9,56 870 10,56
2026-05-01 13F Capital Squared Financial LLC 27.811 -6,89 1.389 -5,96
2026-05-14 13F Pinnacle Financial Partners, Inc. 100.510 145,64 5.020 148,15
2026-05-15 13F NorthRock Partners, LLC 11.329 -36,93 566 -36,37
2026-04-15 13F Define Financial, Llc 566.241 10,94 28.284 12,04
2026-04-29 13F CVA Family Office, LLC 119 0,00 6 0,00
2026-04-13 13F Successful Portfolios LLC 23.191 3,16 1.158 4,14
2026-05-07 13F Pillar Financial Advisors, LLC 10.864 0,00 543 0,93
2026-04-16 13F CogentBlue Wealth Advisors, LLC 73.118 -4,12 3.652 -3,16
2026-05-06 13F Modera Wealth Management, LLC 38.020 -28,55 1.899 -27,82
2026-05-08 13F Fortis Group Advisors, LLC 117 0,00 6 0,00
2026-02-12 13F Commonwealth Equity Services, Llc 385.647 18,36 19.074 119.112,50
2026-04-23 13F Woodward Diversified Capital, Llc 19.987 261,76 1.003 267,03
2026-05-04 13F Cogent Strategic Wealth Llc 11.318 14,28 565 15,31
2026-05-05 13F Cherry Tree Wealth Management, LLC 189.272 7,52 9.454 8,58
2026-05-08 13F SHP Wealth Management 267 0,00 13 0,00
2026-05-07 13F TrustWell Financial Advisors, LLC 7.942 0,00 397 1,02
2026-05-11 13F Pathstone Holdings, LLC 13.678 7,87 683 8,93
2026-05-15 13F Strive Financial Group ,LLC 91 0,00 5 25,00
2026-01-29 13F Concurrent Investment Advisors, LLC 14.169 4,45 701 2,04
2026-04-14 13F Cornerstone National Bank & Trust Co 620.201 -8,60 30.929 -7,84
2026-02-06 13F Mach-1 Financial Group, Inc. 0 -100,00 0
2026-04-10 13F Quaker Wealth Management, LLC 7 0,00 0
2026-01-21 13F Integris Wealth Management, LLC 0 -100,00 0
2026-05-14 13F Passive Capital Management, LLC. 69.986 -11,16 3.496 -10,29
2026-05-04 13F Chicago Partners Investment Group LLC 70.030 1,15 3.513 2,45
2026-05-02 13F Burton Enright Welch 366.971 6,21 18.330 7,27
2026-05-13 13F Cambridge Associates Llc /ma/ /adv 5.447.681 -3,51 272.112 -2,55
2026-04-28 13F Pine Harbor Wealth Management, LLC 5.350 1,50 267 2,69
2026-04-01 13F Bangor Savings Bank 132 7
2026-05-12 13F Strategic Wealth Partners, Ltd. 231 0,00 12 0,00
2026-04-14 13F XY Planning Network, Inc. 157.714 10,21 7.865 11,13
2026-05-06 13F Hartland & Co., LLC 34.477 2,57 1.722 3,61
2026-04-20 13F Guild Investment Management, Inc. 331.890 101,69 16.578 103,70
2026-04-29 13F/A Salem Investment Counselors Inc 134 7
2026-05-05 13F West Paces Advisors Inc. 81.809 -2,83 4.086 -1,85
2026-05-05 13F Almanack Investment Partners, LLC. 70.818 3,96 3.537 4,99
2026-05-12 13F Bear Mountain Capital, Inc. 3 0,00 0
2026-05-15 13F Advisory Services Network, LLC 154.798 -23,77 7.732 -23,01
2026-05-14 13F Us Bancorp \de\ 65.905 -11,50 3.292 -10,64
2026-02-05 13F New York Life Investment Management Llc 0 -100,00 0 -100,00
2026-01-07 13F Yeomans Consulting Group, Inc. 151.299 133,80 7.483 131,17
2026-04-28 13F Shayne & Co., Llc 10.950 0,00 547 0,92
2026-04-28 13F Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 17.004 -0,61 849 0,35
2026-05-04 13F Brewster Financial Planning LLC 8.086 0,00 404 1,00
2026-05-13 13F Synergy Financial Management, LLC 12.961 34,37 647 35,64
2026-04-06 13F GAMMA Investing LLC 314 214,00 16 275,00
2026-01-20 13F Global Trust Asset Management, LLC 0 -100,00 0 -100,00
2026-05-05 13F Wealthfront Advisers Llc 4.855.031 33,62 242.509 34,94
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-05-15 13F Citadel Advisors Llc Call 0 -100,00 0 -100,00
2026-04-16 13F Capstone Wealth Management, LLC 23.343 9,53 1.166 10,63
2026-04-24 13F Financial Life Planners 4 0
2026-05-07 13F MONECO Advisors, LLC 9.446 -16,35 472 -15,59
2026-04-15 13F Belleair Asset Management, LLC 93.609 13,36 4.676 14,47
2026-04-27 13F DeDora Capital, Inc. 4.837 242
2026-05-08 13F Minot DeBlois Advisors LLC 2.041 0,00 102 1,00
2026-05-07 13F Transce3nd, LLC 280 0,00 14 0,00
2026-05-08 13F Red Wave Investments LLC 5.997 0,00 300 1,01
2026-04-30 13F Csenge Advisory Group 5.837 -82,64 292 -82,49
2026-04-22 13F TBH Global Asset Management, LLC 0 -100,00 0
2026-03-16 13F Osbon Capital Management Llc 0 -100,00 0
2026-04-13 13F First Hawaiian Bank 72.696 -3,96 3.631 -2,99
2026-02-12 13F FineMark National Bank & Trust 12.216 17,31 604 14,61
2026-05-11 13F Wealth Dimensions Group, Ltd. 5.664 0,00 283 0,71
2026-05-05 13F Napier Financial, LLC 4.373 218
2026-05-13 13F Boston Family Office Llc 301.326 6,37 15 7,14
2026-05-15 13F Nepc Llc 65.564 0,00 3.275 0,99
2026-05-15 13F/A EverSource Wealth Advisors, LLC 805 -12,50 40 -11,11
2026-05-01 13F/A Lodestone Wealth Management LLC 54.068 5,17 2.701 6,22
2026-04-29 13F Connable Office Inc 217.973 -4,33 10.888 -3,38
2026-02-06 13F New Millennium Group LLC 0 -100,00 0
2026-05-11 13F Portland Global Advisors LLC 387.498 1,98 19.356 3,00
2026-05-14 13F Apriem Advisors 52.609 4,68 2.628 5,71
2026-05-11 13F Nkcfo Llc 405.450 12,10 20 17,65
2026-05-13 13F Adviser Investments LLC 145.493 7.267
2026-04-13 13F Bank of New Hampshire 45 0,00 2 0,00
2026-04-22 13F Motco 720 0,00 36 0,00
2026-04-15 13F Merit Financial Group, LLC 178.706 186,42 8.926 189,24
2026-04-09 13F Avenue 1 Advisors, LLC 53.553 5,71 2.675 6,75
2026-04-10 13F Abound Wealth Management 1 0,00 0
2026-04-29 13F Richmond Investment Services, LLC 10.885 1,18 544 2,07
2026-04-07 13F Park Avenue Securities Llc 0 -100,00 0
2026-04-17 13F Brown, Lisle/cummings, Inc. 400 20
2026-04-22 13F TPG Advisors LLC 17.097 -4,44 854 -3,51
2026-05-12 13F Partners Capital Investment Group, Llp 48.597 0,00 2.427 1,00
2026-04-30 13F Fortune Financial Advisors, LLC 69.824 4,54 3.488 5,57
2026-05-07 13F Facet Wealth, Inc. 0 -100,00 0
2026-04-15 13F Tribridge Partners Financial LLC 4.712 0,00 236 0,86
2026-06-01 13F Financial Solutions Advisory Group, Inc. 522.141 26.081
2026-04-22 13F Janney Montgomery Scott LLC 0 -100,00 0
2026-05-05 13F Zeit Capital LLC 42.755 1,47 2.136 2,45
2026-05-06 13F Annis Gardner Whiting Capital Advisors, LLC 316 -15,73 16 -16,67
2026-05-29 13F Asset Dedication, LLC 1.897 -36,87 95 -36,49
2026-04-22 13F Apollon Wealth Management, LLC 6.376 -14,99 318 -14,05
2026-05-06 13F Bartlett & Co. Wealth Management Llc 9.835 -82,08 496 -81,76
2026-05-14 13F Diversified Enterprises, LLC 9.236 -44,09 461 -43,50
2026-04-30 13F Private Trust Co Na 19.360 0,39 967 1,47
2026-05-01 13F Summit Financial Strategies, Inc. 5.989 -17,56 299 -16,71
2026-05-07 13F Northwestern Mutual Wealth Management Co 1.102.937 6,88 55.092 7,94
2026-05-12 13F Kovack Advisors, Inc. 7.299 -15,90 364 -15,15
2026-04-28 13F Stratos Wealth Partners, LTD. 29.909 9,36 1.494 10,43
2026-04-28 13F Fundamentun, Llc 608.256 5,00 30.382 6,04
2026-04-27 13F Trademark Financial Management, LLC 10.860 56,48 542 58,02
2026-03-23 13F/A Barclays Plc 0 -100,00 0
2026-02-10 13F Principia Wealth Advisory, LLC 6.098 7,78 302 5,24
2026-05-15 13F Charles Schwab Investment Management Inc 1.179.891 -1,22 58.936 -0,24
2026-04-27 13F Allied Investment Advisors, LLC 4.014 200
2026-05-01 13F Strategic Investment Solutions, Inc. /IL 31.555 35,02 1.536 31,20
2026-05-04 13F Archer Investment Corp 5.206 -2,53 260 -1,52
2026-05-13 13F Sepio Capital, LP 211.095 23,51 10.544 24,74
2026-04-30 13F LRI Investments, LLC 32 2
2026-05-14 13F Level Four Advisory Services, Llc 18.042 -0,02 901 1,01
2026-05-11 13F Citigroup Inc 90.257 -58,00 4.508 -57,58
2026-04-30 13F Torren Management, LLC 2.324 146,19 116 152,17
2026-04-08 13F Sfm, Llc 80.009 9,63 3.996 10,72
2026-04-22 13F Networth Advisors, LLC 119 0,00 6 0,00
2026-04-24 13F Vision Financial Markets Llc 25 0,00 1 0,00
2026-05-11 13F RWM Asset Management, LLC 99.289 3,59 4.959 4,47
2026-05-14 13F Aspirean Wealth, LLC 103.351 1,92 5.162 2,93
2026-05-05 13F Cullen/frost Bankers, Inc. 3.156 233,26 158 241,30
2026-05-11 13F TD Capital Management LLC 2.298 0,00 115 0,88
2026-04-22 13F Pasadena Private Wealth, LLC 25.488 1.273
2026-04-28 13F Golden State Wealth Management, LLC 231 0,00 12 0,00
2026-04-17 13F Total Clarity Wealth Management, Inc. 6.299 315
2026-05-08 13F Asset Management One Co., Ltd. 342.077 3,54 17.087 4,57
2026-05-04 13F Rogco, Lp 1.820 0,00 91 0,00
2026-05-14 13F LifePlan Investment Advisors, Inc. 8.815 20,97 440 22,22
2026-05-08 13F Wealthedge Investment Advisors, Llc 84.276 41,95 4.210 43,36
2026-04-30 13F Private Harbour Investment Management & Counsel, LLC 12.395 0,00 619 0,98
2026-04-29 13F FIDELIS iM, LLC 220.228 14,55 11.000 15,69
2026-04-27 13F Capital Investment Services of America, Inc. 10.673 0,00 533 1,14
2026-04-29 13F WPG Advisers, LLC 848 -80,73 42 -80,65
2026-04-29 13F Efficient Advisors, LLC 738.954 3,61 36.911 4,64
2026-05-01 13F Diversify Wealth Management, Llc 35.403 2,26 1.781 3,91
2026-04-23 13F SJS Investment Consulting Inc. 319.415 12,77 15.955 13,89
2026-05-05 13F Ethos Financial Group, LLC 222.456 6,00 11.112 7,04
2026-05-11 13F Adams Wealth Management 13.990 7,63 699 8,72
2026-05-11 13F Walter & Keenan Financial Consulting Co /mi/ /adv 6.234 0,00 311 0,97
2026-04-15 13F Fmb Wealth Management 22.140 10,15 1.106 11,17
2026-04-29 13F Financial Life Advisors 61.493 0,66 3.072 1,66
2026-05-12 13F WealthTrak Capital Management LLC 7.221 14,09 361 15,02
2026-04-13 13F Farrell Financial LLC 60.248 1,69 3.009 2,70
2026-02-05 13F Tucker Asset Management Llc 54 3
2026-05-01 13F HFM Investment Advisors, LLC 678 -10,67 34 -10,81
2026-05-15 13F Alliancebernstein L.p. 5.532 -98,22 274 -98,22
2026-05-08 13F Birchcreek Wealth Management, LLC 26.489 192,08 1.323 195,31
2026-05-13 13F Alesco Advisors Llc 2.100.623 3,03 104.926 4,05
2026-04-16 13F Center For Asset Management LLC 15.505 -1,63 774 -0,64
2026-04-28 13F Sage Rhino Capital Llc 67.191 7,04 3.356 8,12
2026-05-11 13F Umb Bank N A/mo 8.940 -7,15 447 -6,30
2026-04-28 13F SBI Securities Co., Ltd. 9.614 35,98 480 37,54
2026-04-13 13F CGC Financial Services, LLC 246 0,00 12 0,00
2026-05-11 13F Elevate Wealth Advisory, Inc 45.211 2,48 2.258 3,53
2026-05-14 13F David R. Rahn & Associates Inc. 0 -100,00 0
2026-04-20 13F Dopkins Wealth Management, Llc 22.451 14,02 1.121 15,21
2026-05-04 13F AMG National Trust Bank 216.131 -8,71 10.796 -7,81
2026-02-10 13F Natixis Advisors, L.p. 0 -100,00 0
2026-05-07 13F Tidemark, LLC 2.321 356,89 116 360,00
2026-02-13 13F Total Wealth Planning, Llc 0 -100,00 0
2026-04-24 13F Whelan Financial 15.793 -96,36 789 -96,33
2026-04-24 13F Alaska Permanent Capital Management 505.851 15,56 25.252 16,68
2026-05-15 13F MidFirst Bank 170 0,00 8 0,00
2026-05-08 13F Russell Investments Group, Ltd. 1.478.677 0,00 73.860 0,99
2026-04-06 13F Versant Capital Management, Inc 1.000 0,00 50 0,00
2026-04-24 13F Greystone Financial Group, LLC 352.966 -39,34 17.631 -38,74
2026-05-13 13F Petra Financial Advisors Inc 0 -100,00 0
2026-02-09 13F Strategic Financial Concepts, LLC 0 -100,00 0
2026-05-04 13F Wellington Shields & Co., LLC 14.000 0,00 699 1,01
2026-05-12 13F Alliance Wealth Advisors, LLC /UT 17.623 314,27 880 319,05
2026-05-15 13F/A Independent Financial Group, Llc 32.090 38,12 1.603 39,43
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 76.268 -47,35 3.812 -46,85
2026-04-16 13F Triad Wealth Partners, LLC 0 -100,00 0
2026-04-23 13F Harbour Investment Management Llc 15.930 796
2026-05-11 13F Thompson Siegel & Walmsley Llc 656.298 51,24 33 52,38
2026-04-08 13F Hardin Capital Partners, LLC 12.518 -2,61 625 -1,57
2026-04-15 13F Brady Martz Wealth Solutions, LLC 218.355 6,39 10.907 7,44
2026-04-07 13F CoreCap Advisors, LLC 15.778 23,70 788 25,08
2026-04-21 13F Wesbanco Bank Inc 12.816 -3,84 640 -2,88
2026-05-01 13F Financial Connections Group, Inc. 202 0,00 0
2026-05-14 13F Crabel Capital Management, LLC 0 -100,00 0
2026-05-15 13F Equitable Holdings, Inc. 343.298 -2,20 8.239 -52,55
2026-04-10 13F Country Trust Bank 144 0,00 7 0,00
2026-05-14 13F Botty Investors LLC 34.614 0,00 1.729 0,93
2026-04-15 13F Cranbrook Wealth Management, LLC 71.434 11,10 3.568 12,20
2026-04-21 13F Systelligence, LLC 37.363 1.866
2026-04-10 13F Perfromance Wealth Partners, LLC 41.395 0,11 2.068 1,08
2026-04-16 13F Fiduciary Advisors, Inc. 12.494 37,60 624 38,98
2026-05-12 13F Aspiriant, Llc 81.999 0,35 4.096 1,34
2026-04-28 13F Northstar Group, Inc. 11.077 0,00 553 1,10
2026-04-14 13F Jeppson Wealth Management, Llc 178.818 -0,48 8.932 0,50
2026-05-15 13F Jones Financial Companies Lllp 91.840 32,79 4.574 33,71
2026-04-17 13F AdvisorNet Financial, Inc 19.279 -0,01 963 0,94
2026-04-23 13F Vistica Wealth Advisors, LLC 48.895 7,45 2.442 8,53
2026-05-06 13F Benningfield Financial Advisors, Llc 423.463 6,31 21.152 7,36
2026-04-13 13F Clayton Financial Group LLC 27 0,00 1 0,00
2026-04-14 13F Zrc Wealth Management, Llc 149 0,00 7 0,00
2026-02-17 13F SageView Advisory Group, LLC 5.822 2,54 288 0,00
2026-05-13 13F Principal Securities, Inc. 202.877 4,12 10.134 5,15
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 6.726 336
2026-05-14 13F Jacobi Capital Management LLC 4.464 -2,72 223 -1,77
2026-05-13 13F University of Illinois Foundation 500.168 24.983
2026-05-12 13F CIBC Bancorp USA Inc. 4.010 200
2026-04-20 13F Oak Family Advisors, Llc 38.618 624,13 1.929 633,08
2026-05-05 13F Black Diamond Financial, LLC 11.648 -0,01 582 0,87
2026-05-13 13F Old North State Trust, LLC 6.917 -20,79 0
2026-04-29 13F Cary Street Partners Financial Llc 88.434 -1,18 4.417 -0,20
2026-05-05 13F Donalies Financial Planning, LLC 27.967 11,10 1.397 12,13
2026-01-23 13F TFC Financial Management 0 -100,00 0
2026-05-06 13F AXS Investments LLC 48.191 53,15 2.407 54,69
2026-04-24 13F Key FInancial Inc 4.797 0,00 240 0,84
2026-05-12 13F TD Waterhouse Canada Inc. 108 -93,96 5 -94,32
2026-04-23 13F Barry Investment Advisors, LLC 53.786 0,61 2.687 1,59
2026-05-12 13F Creative Planning 232.271 -0,65 11.602 0,34
2026-04-15 13F Exchange Traded Concepts, Llc 109.246 76,76 5.457 78,53
2026-05-12 13F Advyzon Investment Management, LLC 14.088 17,34 704 18,55
2026-04-27 13F Lodestar Private Asset Management Llc 51.324 3,11 2.564 4,10
2026-04-08 13F Dynamic Advisor Solutions LLC 67.550 3,52 3.374 4,56
2026-04-30 13F Elevated Capital Advisors, LLC 6.207 -34,38 310 -33,62
2026-05-01 13F First Business Financial Services, Inc. 132.822 6.634
2026-05-13 13F Calton & Associates, Inc. 5.665 -28,94 283 -28,43
2026-02-25 13F Kw Wealth Management Llc 5.292 -3,29 262 -5,78
2026-05-15 13F Ancora Advisors, LLC 500 0,00 25 0,00
2026-05-07 13F Marshall & Sterling Wealth Advisors Inc. 3.000 150
2026-02-13 13F Gts Securities Llc 0 -100,00 0
2026-05-11 13F Kondo Wealth Advisors, Inc. 209.421 3,23 10.461 4,25
2026-04-14 13F Prospera Financial Services Inc 20.727 23,01 1.035 24,25
2026-05-15 13F GWM Advisors LLC 100.358 -50,44 858 -91,43
2026-04-21 13F Trilogy Capital Inc. 8.182 -0,84 409 0,00
2026-04-16 13F Global Wealth Management, LLC 130.880 6.537
2026-04-13 13F Creative Financial Designs Inc /adv 32.963 -1,13 1.647 -0,18
2026-05-14 13F Rockefeller Capital Management L.P. 176.195 -2,99 8.801 -2,04
2026-04-15 13F Wright Fund Managment, LLC 152.291 7.607
2026-04-17 13F Nova R Wealth, Inc. 365.519 7,71 18.258 8,77
2026-01-16 13F Aspire Capital Advisors LLC 0 -100,00 0
2026-05-05 13F PFG Advisors 172.373 3.881,82 8.610 3.923,36
2026-04-27 13F Exencial Wealth Advisors, Llc 24.285 -36,26 1.213 -35,62
2026-05-05 13F D.a. Davidson & Co. 58.653 14,23 2.930 15,36
2026-05-06 13F Shared Vision Wealth Group LLC 8.885 0,00 444 0,68
2026-05-15 13F 3EDGE Asset Management, LP 116.949 -78,90 5.840 -78,70
2026-04-14 13F Family Wealth Partners, Llc 152.291 13,72 7.607 14,84
2026-05-05 13F Golden Bell Financial Planning LLC 4.407 0,00 220 1,38
2026-04-28 13F Opes Wealth Management LLC 218.070 11,24 10.893 12,35
2026-04-10 13F Centurion Wealth Management LLC 58.725 3,07 2.933 4,12
2026-05-04 13F HBW Advisory Services LLC 8.921 -18,09 446 -17,29
2026-04-29 13F Staley Capital Advisers Inc 52.425 3,97 2.619 4,97
2026-04-27 13F Fiduciary Planning LLC 506.084 0,71 25.279 1,71
2026-05-15 13F Warren Averett Asset Management, LLC 73.527 124,83 3.673 127,09
2026-04-22 13F JNBA Financial Advisors 4.370 0,00 218 0,93
2026-04-20 13F Breakwater Capital Group 127.656 4,81 6.376 5,84
2026-05-08 13F Denali Advisors Llc 7.963 -58,31 398 -57,94
2026-05-11 13F Bailard, Inc. 0 -100,00 0
2026-05-14 13F Rialto Wealth Management, LLC 3.198 23,81 160 25,20
2026-05-06 13F Private Wealth Asset Management, LLC 261.610 -11,36 13.067 -10,48
2026-05-08 13F Macroview Investment Management Llc 43.714 0,58 2.184 1,58
2026-01-26 13F Iams Wealth Management, Llc 0 -100,00 0
2026-04-07 13F Bulwark Capital Corp 173.006 -10,03 8.642 -9,14
2026-04-29 13F Austin Asset Management Co Inc 81.863 -16,38 4.089 -15,55
2026-04-21 13F Keystone Financial Group, Inc. 3.552 -31,76 177 -31,13
2026-05-13 13F Bank Of Montreal /can/ 130.911 5.581,90 6.539 5.686,73
2026-05-08 13F Elevation Capital Advisory, LLC 150.779 18,38 7.531 19,56
2026-05-08 13F Steward Partners Investment Advisory, Llc 166.479 3,29 8.316 4,30
2026-05-13 13F Triumph Capital Management 1.524 0,00 76 1,33
2026-05-01 13F Anchor Investment Management, LLC 2.371 0,00 118 0,85
2026-04-14 13F Beacon Investment Advisory Services, Inc. 1 0
2026-05-12 13F Resurgent Financial Advisors LLC 7.644 1,66 382 2,70
2026-04-28 13F Cypress Capital, LLC 39.103 -1,62 1.953 -0,61
2026-05-15 13F Gotham Asset Management, LLC 16.639 44,16 831 45,79
2026-05-06 13F Topel & Distasi Wealth Management, LLC 6.639 -1,15 332 -0,30
2026-04-22 13F Joel Isaacson & Co., LLC 11.976 0,00 598 1,01
2026-04-27 13F GenTrust, LLC 14.948 2,82 747 3,76
2026-04-27 13F PFG Investments, LLC 4.295 -26,46 215 -25,69
2026-04-30 13F Hsbc Holdings Plc 15.250 0,00 762 0,93
2026-05-01 13F Coordinated Financial Services, Inc. 10.513 10,73 525 11,94
2026-05-13 13F/A Jpmorgan Chase & Co 892.213 -97,04 44.557 -97,01
2026-05-07 13F Cassaday & Co Wealth Management LLC 27 1
2026-05-14 13F Wrenne Financial Planning LLC 5.637 8,11 282 9,34
2026-04-23 13F Private Wealth Management Group, LLC 67.065 -5,32 3.350 -4,40
2026-05-06 13F Hershey Financial Advisers, LLC 15.507 83,49 775 85,61
2026-04-21 13F OneAscent Financial Services LLC 41.401 228,01 2.068 231,41
2026-05-15 13F Silver Grove Financial Group, Inc. 7.496 -23,67 374 -22,89
2026-04-20 13F Heritage Wealth Management, Inc. 0 -100,00 0
2026-05-08 13F Grand Wealth Management, Llc 4.019 -25,55 201 -24,81
2026-04-28 13F Fischer Financial Services, Inc. 17.390 1,16 869 2,12
2026-04-30 13F BRYN MAWR TRUST Co 5.474 -4,88 273 -3,87
2026-04-07 13F Calder Financial LLC 27.688 -3,09 1.381 -2,34
2026-02-04 13F Clark Wealth Partners 0 -100,00 0
2026-05-01 13F Avion Wealth 12.365 -22,03 1
2026-04-28 13F Westfuller Advisors, LLC 267 -49,91 13 -50,00
2026-05-14 13F Raymond James Financial Inc 711.469 -10,34 35.538 -9,46
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 19.809 16,64 989 17,76
2026-05-13 13F Parkside Financial Bank & Trust 1.612 0,00 81 1,27
2026-05-15 13F Rehmann Capital Advisory Group 255.610 7,62 12.764 8,49
2026-04-20 13F L.K. Benson & Company, P.C. 21.981 12,33 1.098 13,44
2026-04-30 13F First Horizon Corp 3.915 0,00 196 1,04
2026-05-11 13F Blueprint Financial Advisors LLC 13.539 676
2026-04-13 13F Hm Payson & Co 0 -100,00 0
2026-05-05 13F HighTower Advisors, LLC 2.847.124 4,42 142.214 5,45
2026-05-11 13F Nomura Asset Management Co Ltd 2.100 105
2026-05-20 13F SOA Wealth Advisors, LLC. 3 0,00 0
2026-05-13 13F Buckingham Strategic Partners 4.180.880 279,69 208.834 283,46
2026-05-13 13F Capital Advisor Network LLC 1.277 64
2026-05-14 13F Klingman & Associates, LLC 2.425.416 16,20 121.150 17,35
2026-04-24 13F Merited Wealth, LLC 4.887 -23,77 244 -23,03
2026-04-30 13F Sequoia Financial Advisors, LLC 93.042 -0,21 4.647 0,78
2026-05-01 13F Carnegie Capital Asset Management, LLC 294.968 1,48 14.734 2,48
2026-04-15 13F Fifth Third Securities, Inc. 44.437 -4,77 2.220 -3,81
2026-05-08 13F Maia Wealth LLC 5.585 -0,83 279 -0,71
2026-04-28 13F Stephens Inc /ar/ 8.907 79,47 445 81,22
2026-05-14 13F We Are One Seven, LLC 197.600 6,76 9.870 7,82
2026-04-29 13F CFS Investment Advisory Services, LLC 31.049 268,32 1.557 274,28
2026-04-10 13F Magnus Financial Group LLC 178.403 9,17 8.911 10,26
2026-05-06 13F Leuthold Group, Llc 208.699 -0,34 10.425 0,65
2026-04-14 13F Moller Financial Services 783.398 10,34 39.131 11,44
2026-01-26 13F Northwest Capital Management Inc 0 -100,00 0
2026-05-04 13F Roberts Glore & Co Inc /il/ 235.108 2,23 11.744 3,24
2026-01-21 13F Access Financial Services, Inc. 0 -100,00 0
2026-04-21 13F Cambient Family Office, Llc 27.220 430,81 1.360 437,15
2026-04-20 13F Skyline Advisors, Inc. 5.255 -0,23 262 0,77
2026-05-06 13F Main Street Group, LTD 7.311 -9,49 365 -8,52
2026-05-15 13F Flow Traders U.s. Llc 0 -100,00 0
2026-05-14 13F StoneX Group Inc. 43.138 2.155
2026-05-12 13F M&t Bank Corp 33.680 -49,73 1.682 -49,23
2026-04-20 13F Independent Wealth Network Inc. 6.668 -65,45 333 -65,09
2026-05-15 13F Fairview Capital Investment Management, Llc 119.289 2,11 5.959 3,13
2026-04-21 13F Financial Consulate, Inc 705.949 26,60 35.262 27,86
2026-04-30 13F Simplicity Wealth,LLC 9.581 24,40 479 25,79
2026-04-21 13F Vise Technologies, Inc. 9.406 0,00 465 0,00
2026-02-17 13F Main Street Financial Solutions, LLC 17.353 -12,36 858 -14,37
2026-04-16 13F JDH Wealth Management, LLC 22.548 17,64 1.126 18,78
2026-04-13 13F Garrett Investment Advisors LLC 48.119 4,96 2.404 6,00
2026-05-12 13F Bnp Paribas Arbitrage, Sa 0 -100,00 0
2026-04-23 13F First Pacific Financial 2.867 360,19 143 376,67
2026-04-27 13F Legacy Financial Group, Inc. 44.190 2,22 2.207 3,23
2026-04-28 13F K2 Financial Inc. 18.304 -73,71 918 -73,36
2026-05-15 13F Goldman Sachs Group Inc 11.678.894 12,66 583.361 13,77
2026-04-10 13F Armstrong Advisory Group, Inc 5.483 660,47 274 680,00
2026-05-12 13F First American Trust, Fsb 72.036 -3,90 3.598 -2,94
2026-01-21 13F McElhenny Sheffield Capital Management, LLC 0 -100,00 0
2026-02-11 13F Vestor Capital, Llc 0 -100,00 0
2026-04-15 13F Elser Financial Planning, Inc 0 -100,00 0
2026-04-20 13F Cardinal Point Capital Management, ULC 0 -100,00 0
2026-04-27 13F Truist Financial Corp 71.193 -64,56 3.556 -64,21
2026-04-29 13F Sagace Wealth Management LLC 66.349 1,62 3.314 2,63
2026-05-14 13F Aries Wealth Management 35.802 13,42 1.788 14,54
2026-05-18 13F Cassady Wealth & Retirement Planning, LLC 17.554 -37,49 884 -36,31
2026-04-10 13F Claris Advisors, Llc / Mo / 23.295 6,87 1.164 7,88
2026-01-27 13F Fortis Capital Advisors, LLC 0 -100,00 0 -100,00
2026-05-04 13F N.E.W. Advisory Services LLC 19.345 10,37 966 11,55
2026-01-21 13F Newbridge Financial Services Group, Inc. 0 0
2026-05-04 13F Genesis Wealth Advisors, LLC 89.742 6,95 4.483 8,00
2026-05-14 13F Cwm, Llc 67.920 -4,31 3.393 112.966,67
2026-04-13 13F Trust Co 197.088 1,41 9.845 2,41
2026-04-17 13F 55 North Private Wealth, LLC 238.754 9,71 11.926 10,80
2026-04-21 13F Centennial Advisors, LLC 45.132 16,13 2.254 17,27
2026-02-12 13F CIBC Private Wealth Group, LLC 28.868 642,11 1.428 628,06
2026-05-04 13F Geneos Wealth Management Inc. 519 62,70 26 66,67
2026-05-04 13F Procyon Private Wealth Partners, LLC 169.428 -11,36 8.463 -10,48
2026-04-23 13F Financial & Tax Architects, LLC 187.643 2,22 9.373 3,23
2026-04-29 13F/A True Link Financial Advisors, LLC 1.471.015 1,27 73.477 2,27
2026-05-14 13F Twin Focus Capital Partners, Llc 340.621 -4,83 17.014 -3,88
2026-05-18 13F IFS Group,LLC 16.207 22,33 810 22,21
2026-05-15 13F National Bank Of Canada /fi/ 24.243 -4,38 1.211 -3,43
2026-04-30 13F Summit Portfolio Management, LTD. 200.799 10.030
2026-05-04 13F Mirae Asset Global Investments Co., Ltd. 95.100 19,10 4.750 20,28
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4.890.809 5,10 244.296 6,14
2026-05-12 13F Mengis Capital Management, Inc. 18.287 -2,42 913 -1,40
2026-04-09 13F Chemistry Wealth Management LLC 366.902 6,70 18.327 7,76
2026-05-13 13F Callan Family Office, LLC 121.270 3,77 6.057 4,79
2026-04-10 13F Baker Tilly Financial, Llc 23.068 14,95 1.152 16,13
2026-04-17 13F Signal Advisors Wealth, LLC 32.627 152,47 1.630 154,93
2026-05-11 13F Peak Retirement Planning, Inc. 7.681 -10,34 384 -9,46
2026-04-03 13F Investors Research Corp 567 0,00 28 0,00
2026-04-08 13F Sharper & Granite LLC 66.773 19,26 3.335 20,44
2026-04-24 13F UMA Financial Services, Inc. 6.126 10,70 306 11,72
2026-05-18 13F Edgestream Partners, L.P. 0 -100,00 0
2026-04-28 13F Family CFO Inc 156.099 -1,16 7.797 -0,18
2026-05-12 13F Stifel Financial Corp 340.246 1,01 16.995 2,02
2026-05-05 13F Capital Investment Advisory Services, LLC 8.584 48,69 429 50,18
2026-05-11 13F Montis Financial, LLC 0 -100,00 0
2026-04-22 13F MFA Wealth Services 22.092 -1,58 1.103 -0,63
2026-05-12 13F IFG Advisory, LLC 96 -99,86 5 -99,88
2026-04-23 13F Oppenheimer Asset Management Inc. 21.275 4,16 1.063 5,15
2026-04-15 13F ShankerValleau Wealth Advisors, Inc. 181.791 2,32 9.080 3,33
2026-05-15 13F 10Elms LLP 404 -31,99 20 -31,03
2026-04-23 13F Sellwood Investment Partners LLC 395.601 -7,01 19.760 -6,09
2026-04-07 13F Blueline Advisors Llc 11 -8,33 1
2026-04-14 13F Twelve Points Wealth Management LLC 269.145 9,54 13.444 10,53
2026-04-17 13F Kaufman Rossin Wealth, LLC 39.174 40,48 1.957 41,84
2026-05-11 13F Great Valley Advisor Group, Inc. 11.899 113,28 594 116,00
2026-05-08 13F TPG Financial Advisors, LLC 151.881 5,66 7.586 6,71
2026-05-04 13F Sigma Planning Corp 54.539 -1,09 2.724 -0,11
2026-05-12 13F One Capital Management, LLC 0 -100,00 0
2026-04-20 13F Surience Private Wealth Llc 10.974 548
2026-05-15 13F Ascent Group, LLC 12.668 38,72 633 40,13
2026-05-08 13F Pnc Financial Services Group, Inc. 43.688 1,04 2.182 2,06
2026-05-21 13F Verus Capital Partners, Llc 4.219 -30,60 211 -30,00
2026-05-01 13F One Degree Advisors Inc 20.901 10,25 1
2026-05-15 13F Citadel Advisors Llc 289.862 14.479
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 5.461 273
2026-05-14 13F New Dimensions Wealth Management, LLC 46.212 -2,91 2.308 -1,95
2026-02-13 13F Motiv8 Investments LLC 244 0
2026-05-13 13F O'shaughnessy Asset Management, Llc 9.118 -51,60 455 -51,13
2026-02-17 13F Millennium Management Llc 0 -100,00 0
2026-04-24 13F Squire Investment Management Company, LLC 98.561 9,85 4.923 10,95
2026-04-22 13F BluePrint Investing LLC 5.355 0,90 267 1,91
2026-04-22 13F Spire Wealth Management 116.592 6,93 5.824 7,99
2026-05-11 13F Ashton Thomas Private Wealth, LLC 138.082 1.151,88 6.897 1.165,50
2026-05-14 13F Satovsky Asset Management Llc 1.709.627 3,25 85.396 4,27
2026-04-27 13F Taylor, Cottrill, Erickson & Associates, Inc. 176.381 -1,63 8.810 -0,65
2026-04-09 13F Secure Asset Management, LLC 128.278 66,03 6.407 67,68
2026-04-15 13F Curran Financial Partners, LLC 127.408 19,46 6.364 20,64
2026-05-12 13F Chapman Financial Group, Llc 6.825 -12,78 341 -12,14
2026-04-10 13F OMNI 360 Wealth, Inc. 58.810 -2,00 2.938 -1,18
2026-05-05 13F Tortoise Investment Management, LLC 21.385 0,00 1.068 1,04
2026-05-15 13F Toroso Investments, LLC 11.200 559
2026-04-20 13F Sowell Financial Services LLC 8.555 21,49 427 22,70
2026-04-22 13F SimpliFi, Inc. 188.484 1,31 9.415 2,31
2026-04-29 13F Your Advocates Ltd., LLP 0 -100,00 0
2026-05-05 13F Bank of New York Mellon Corp 799.165 -16,58 39.918 -15,76
2026-04-29 13F Montag A & Associates Inc 630 -51,58 31 -51,56
2026-05-14 13F Beaird Harris Wealth Management, LLC 304.638 -23,17 15.217 -22,41
2026-04-13 13F Colorado Capital Management, Inc. 214.673 5,71 11 0,00
2026-05-12 13F Disciplined Investments, LLC 35.793 -1,37 1.788 -0,39
2026-05-14 13F Gwn Securities Inc. 0 -100,00 0
2026-04-17 13F Discipline Wealth Solutions, LLC 55.766 109,47 2.785 111,63
2026-05-15 13F Keating Financial Advisory Services, Inc. 24 0,00 1 0,00
2026-02-10 13F Argent Trust Co 0 -100,00 0
2026-03-27 13F Prosperity Wealth Management, Inc. 6.864 -1,49 339 -3,69
2026-04-08 13F Sax Wealth Advisors, Llc 6.510 0,00 322 0,00
2026-05-15 13F Mercer Global Advisors Inc /adv 384.241 167,94 19.193 170,61
2026-05-04 13F Tradewinds, LLC. 0 -100,00 0
2026-05-12 13F Prostatis Group LLC 14.573 -11,51 728 -10,69
2026-05-13 13F American Investment Services, Inc. 15.426 30,98 771 32,30
2026-05-15 13F Morgan Stanley 5.826.114 18,92 291.014 20,10
2026-05-05 13F Steel Peak Wealth Management LLC 21.341 18,38 1.066 19,53
2026-04-20 13F Gilbert Capital Group, Inc. 47.656 -2,21 2.380 -1,24
2026-04-23 13F Farmers & Merchants Investments Inc 348.731 8,58 17.419 9,66
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 313.504 27,21 16 25,00
2026-05-05 13F RFG - Bristol Wealth Advisors, LLC 41.836 -4,03 2.090 -3,11
2026-04-17 13F Stewardship Advisors, LLC 13.731 -32,96 686 -32,38
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 157.042 0,16 7.844 1,16
2026-04-30 13F Millstone Evans Group, LLC 703 0,00 35 2,94
2025-12-05 13F Vestwell Advisors, LLC 720 31,68
2026-05-15 13F Summit Financial, LLC 227.808 11.379
2026-04-08 13F Arlington Trust Co LLC 710 35
2026-05-01 13F Innovative Wealth Building LLC 23.630 -0,52 1.180 0,51
2026-04-10 13F Rede Wealth, LLC 33.178 16,80 1.657 18,02
2026-04-13 13F LexAurum Advisors, LLC 46.719 16,95 2.334 15,38
2026-05-05 13F Thayer Partners, LLC / MA 9.897 -5,90 494 -5,00
2026-01-26 13F Liberty Capital Management, Inc. 61.721 1,85 3.053 -0,52
2026-05-12 13F Ark & Tlk Investments, Llc 64.581 4,74 3.226 5,77
2026-05-05 13F Generations Wealth, LLC 67.391 13,36 3.366 14,49
2026-05-07 13F Legacy Wealth Managment, LLC/ID 64 0,00 3 0,00
2026-04-22 13F Foundation Wealth Management, LLC\PA 20.314 -28,74 1.015 -28,09
2026-05-15 13F Ameriflex Group, Inc. 608 0,00 30 0,00
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-04-27 13F Mustard Seed Financial, LLC 27.235 12,27 1.360 13,43
2026-05-14 13F North Ridge Wealth Advisors, Inc. 161.104 1,57 8.047 2,57
2026-05-01 13F Win Advisors, Inc 20.533 1.026
2026-05-06 13F Florin Court Capital LLP 30.600 -36,38 1.528 -35,77
2026-04-14 13F Palisade Asset Management, LLC 4.513 0,00 225 0,90
2026-04-17 13F Webster Bank, N. A. 501.985 3,39 25.074 4,41
2026-05-15 13F Royal Bank Of Canada 542.851 -12,86 27.116 -12,00
2026-05-15 13F Cerity Partners LLC 706.033 9,53 35.266 10,62
2026-04-20 13F Jfs Wealth Advisors, Llc 4.319 2,54 216 3,37
2026-05-01 13F Silver Oak Advisory Group, Inc. 45.810 4,96 2 0,00
2026-05-08 13F Jackson Hole Capital Partners, LLC 21.155 0,00 1.057 0,96
2026-04-16 13F Flywheel Private Wealth LLC 7.344 -2,41 367 -1,61
2026-05-11 13F Fortis Capital Management LLC 0 -100,00 0
2026-05-05 13F UBS Group AG 1.090.267 4,71 54.459 5,75
2026-01-22 13F TSA Wealth Managment LLC 0 -100,00 0
2026-05-07 13F Van Strum & Towne Inc. 497.026 21,10 24.826 22,31
2026-04-21 13F SpringVest Wealth Management LLC 43.871 -7,76 2.191 -6,85
2026-05-15 13F Breakwater Investment Management 28.816 -1,74 1.439 -0,76
2026-05-06 13F Ritter Daniher Financial Advisory LLC / DE 3.400 0,00 170 0,60
2026-05-14 13F White Lighthouse Investment Management Inc. 169.803 28,72 8.482 30,00
2026-05-15 13F Ameriprise Financial Inc 512.651 4,70 25.593 5,68
2026-05-11 13F Penserra Capital Management LLC 774.292 39
2026-05-15 13F Point Nemo Capital, LLC 147.848 178,64 7.385 181,44
2026-05-11 13F Commerce Bank 24.434 1.220
2026-01-27 13F Security Financial Services, INC. 0 -100,00 0
2026-05-15 13F Bragg Financial Advisors, Inc 6.481 6,28 324 7,31
2026-04-20 13F Kestra Private Wealth Services, Llc 12.621 9,99 630 11,11
2026-04-22 13F Clear Creek Financial Management, LLC 38.266 4,53 1.911 5,58
2026-04-28 13F Red Mountain Financial, LLC 4.304 215
2026-04-29 13F Axxcess Wealth Management, Llc 6.535 -75,15 326 -74,92
2026-05-05 13F Birchwood Financial Partners, Inc. 3.012 -27,37 150 -26,83
2026-04-27 13F Marotta Asset Management 656.176 -0,12 32.724 0,70
2026-05-05 13F Keyvantage Wealth, Llc 45.386 10,09 2.267 11,18
2026-05-04 13F Beckerman Institutional, LLC 16.654 -0,22 832 0,73
2026-01-12 13F AllSquare Wealth Management LLC 15.240 -7,30 772 -6,66
2026-05-14 13F Catalytic Wealth RIA, LLC 25.159 -27,91 1.257 -27,23
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-05-15 13F Aqr Capital Management Llc 124.129 3,42 6.200 4,45
2026-04-21 13F Pacific Sage Partners, LLC 750.511 10,29 37.488 11,38
2026-05-14 13F Capital Analysts, Inc. 2.090 -1,97 0
2026-05-15 13F Headinvest, Llc 45.216 -0,76 2.259 0,22
2026-04-08 13F First Heartland Consultants, Inc. 16.773 838
2026-01-14 13F ORG Partners LLC 360 -59,82 18 -62,22
2026-05-06 13F Gryphon Financial Partners LLC 4.295 2,92 215 3,88
2026-02-17 13F Snowden Capital Advisors LLC 10.237 1,04 506 -1,36
2026-04-13 13F Conrad Siegel Investment Advisors, Inc. 55.216 -0,08 2.758 0,91
2026-04-20 13F Verus Financial Partners, Inc. 284.482 2,53 14.267 3,81
2026-05-07 13F Bard Associates Inc 670 -50,26 33 -50,00
2026-05-05 13F Sofi Wealth, Llc 26 -52,73 1 -50,00
2026-04-28 13F Stratos Wealth Advisors, LLC 44.020 -79,01 2.199 -78,80
2026-04-21 13F Pallas Capital Advisors LLC 15.829 -0,20 791 0,77
2026-04-24 13F Lynx Investment Advisory 4.618 -45,91 231 -45,50
2026-05-05 13F Gould Asset Management Llc /ca/ 91.184 -6,00 4.555 -5,07
2026-05-12 13F Kingsview Wealth Management, LLC 9.816 490
2026-01-27 13F Stone Point Wealth LLC 0 -100,00 0
2026-04-29 13F Proactive Wealth Strategies LLC 4.138 207
2026-05-14 13F SWAN Capital LLC 382.363 47,00 19.099 48,47
2026-04-15 13F Tenzing Financial LLC 5.081 -7,77 255 -6,62
2026-05-06 13F Finhabits Advisors LLC 177.961 0,10 8.889 1,09
2026-04-23 13F Glass Jacobson Investment Advisors llc 32.450 -5,61 1.621 -4,71
2026-05-08 13F Addison Advisors LLC 432.060 6,51 21.581 7,57
2026-04-20 13F Clune & Associates, Ltd. 191.038 697,39 9.542 705,91
2026-05-08 13F Altiora Financial Group, LLC 38.165 -18,53 1.906 -17,70
2026-05-14 13F Simplex Trading, Llc 35 2
2026-04-07 13F Anderson Hoagland & Co 102.340 1,59 5.112 2,59
2026-04-15 13F Gradient Capital Advisors, LLC 161.880 5,54 8.086 6,58
2026-04-28 13F Bogart Wealth, LLC 726 0,00 36 2,86
2026-04-02 13F MJT & Associates Financial Advisory Group, Inc. 0 -100,00 0
2026-04-22 13F TruNorth Capital Management, LLC 4.705 0,00 235 1,29
2026-05-01 13F American Trust 4.704 -51,57 235 -51,25
2026-05-01 13F Blume Capital Management, Inc. 0 -100,00 0
2026-04-28 13F Kingswood Wealth Advisors, Llc 5.047 12,76 252 14,03
2026-05-14 13F Hilltop Holdings Inc. 0 -100,00 0
2026-01-21 13F Sunburst Financial Group, LLC 0 -100,00 0
2026-05-29 13F Mullaney, Keating & Wright, Inc. 122.722 -3,35 6.130 -2,40
2026-04-24 13F Smithbridge Asset Management Inc/de 14.804 -42,75 739 -42,18
2026-05-15 13F EFG International AG 220 11
2026-04-30 13F Kestra Advisory Services, LLC 188.006 79,83 9.391 81,62
2026-05-04 13F Lifeworks Advisors, LLC 308.937 -0,10 15.431 0,90
2026-05-08 13F Bristlecone Value Partners, LLC 43.513 9,20 2.173 10,30
2026-05-11 13F Exit Wealth Advisors, LLC. 51.275 2.561
2026-05-12 13F Ames National Corp 96.244 6,27 4.807 7,32
2026-04-21 13F Mayport, Llc 396.348 19,23 19.798 20,41
2026-04-29 13F Brighton Securities Corp. 28.164 9,57 1.407 10,62
2026-02-12 13F Virtue Capital Management, LLC 25.173 271,56 4.056 795,14
2026-04-08 13F WealthCare Investment Partners, LLC 5.293 3,95 263 4,78
2026-04-09 13F DHJJ Financial Advisors, Ltd. 17 1
2026-05-14 13F Hrt Financial Lp 18.872 1
2026-01-20 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 -100,00 0
2026-04-10 13F GEM Asset Management, LLC 10.022 501
2025-12-09 13F/A Tudor Investment Corp Et Al 0 -100,00 0
2026-05-05 13F SOUTH STATE Corp 2.481 1.659,57 124 1.950,00
2026-04-16 13F BridgePort Financial Solutions, LLC 11.145 -3,10 557 -2,11
2026-05-11 13F Rinkey Investments 29.494 -1,63 1.473 -0,61
2026-05-15 13F Mission Wealth Management, Lp 12.064 603
2026-05-15 13F/A Studio Investment Management Llc 1.852.424 1,70 92.529 2,71
2026-05-07 13F Capital Performance Advisors Llp 22.184 -23,77 1.108 -23,00
2026-05-04 13F Brookwood Investment Group LLC 42.483 105,27 2.122 107,43
2026-04-29 13F Seelaus Asset Management LLC 12.219 610
2026-02-17 13F Old Mission Capital Llc 0 -100,00 0
2026-05-15 13F Huntington National Bank 1.623 -0,06
2026-04-13 13F IFP Advisors, Inc 437 -27,29 22 -27,59
2026-05-15 13F Beacon Pointe Advisors, LLC 245.265 -43,09 12.251 -42,52
2026-01-15 13F Cobblestone Asset Management LLC 0 -100,00 0
2026-04-27 13F Tanglewood Legacy Advisors, LLC 1.000 0,00 50 0,00
2026-05-12 13F CBIZ Investment Advisory Services, LLC 1.561 0,00 78 0,00
2026-05-15 13F Smartleaf Asset Management LLC 34.006 5,22 1.698 6,26
2026-05-14 13F HighPoint Advisor Group LLC 39.758 -1,92 1.986 -0,95
2026-05-14 13F C M Bidwell & Associates Ltd 175.370 8,01 8.760 9,08
2026-04-23 13F Forum Financial Management, LP 28.517 0,19 1.424 1,21
2026-04-03 13F Coastline Trust Co 1.310 -10,88 65 -9,72
2026-05-12 13F Reyes Financial Architecture, Inc. 2.864 143
2026-05-15 13F Larson Financial Group LLC 17.818 -6,38 890 -5,42
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 380 19
2026-05-14 13F Advisory Alpha, LLC 90.145 50,64 4.503 52,15
2026-04-15 13F Sage Capital Management, LLC 21.602 -7,69 1.079 -6,74
2026-05-13 13F Cetera Investment Advisers 1.092.047 20,51 54.548 21,70
2026-04-27 13F HTG Investment Advisors, Inc. 52.306 4,96 2.613 6,01
2026-05-14 13F Allworth Financial LP 163.526 -3,95 8.168 -2,99
2026-01-29 13F Roth Financial Partners LLC 0 -100,00 0
2026-05-06 13F Palladiem, Llc 62.615 -3,35 3.132 -2,28
2026-04-28 13F Integrated Advisors Network LLC 21.505 -66,45 1.074 -66,12
2026-04-14 13F Southland Equity Partners LLC 7.955 -3,67 397 -2,70
2026-04-28 13F Golden State Equity Partners 587 29
2026-04-10 13F Level Financial Advisors, Inc. 35.353 -4,02 1.766 -3,08
2026-04-20 13F Ronald Blue Trust, Inc. 225 22.400,00 11
2026-02-06 13F Global Retirement Partners, LLC 71.201 33,24 3.522 30,17
2026-04-13 13F Advocate Group Llc 238.449 29,96 11.911 31,25
2026-04-14 13F Nbc Securities, Inc. 3.076 -25,25 154 -24,63
2026-04-21 13F Creekside Partners 8.152 0,00 407 0,99
2026-04-27 13F Sound Income Strategies, LLC 542 64,74 27 68,75
2026-05-14 13F Keebeck Wealth Management, LLC 27.672 118,03 1.382 120,41
2026-02-13 13F Financial Freedom, LLC 0 -100,00 0
2026-04-22 13F Caldwell Trust Co 10.620 -4,50 530 -3,46
2026-04-24 13F APCM Wealth Management for Individuals 282.834 5,24 14.128 6,28
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0
2026-05-06 13F Cornerstone Planning Group LLC 1.187 880,99 60 1.080,00
2026-04-17 13F Baker Ellis Asset Management LLC 37.900 24,67 1.893 25,95
2026-04-08 13F Lpwm Llc 305.716 10,84 15.271 11,94
2026-01-14 13F Johnson Bixby & Associates, LLC 0 -100,00 0
2026-05-08 13F DUTCH ASSET Corp 5.700 -9,52 285
2026-05-11 13F Atlas Capital Advisors Llc 158.199 12,18 7.902 13,29
2026-05-15 13F Harbour Investments, Inc. 10.404 129,16 520 131,70
2026-02-20 13F SB Capital Management Inc 242.590 11.999
2026-05-13 13F Hirtle Callaghan & Co LLC 2.306 0,96
2026-05-06 13F ProVise Management Group, LLC 416.335 0,81 20.796 1,81
2026-05-14 13F Ballentine Partners, LLC 0 -100,00 0
2026-04-20 13F Emprise Bank 348.233 -1,16 17.394 -0,18
2026-05-05 13F Midwestern Financial, LLC /IA 25.023 41,75 1.250 43,07
2026-04-08 13F Aurelius Family Office LLC 203.294 3,33 10.155 4,26
2026-05-15 13F Guggenheim Capital Llc 0 -100,00 0
2026-05-08 13F Bokf, Na 14.000 55,56 699 57,08
2026-05-14 13F Brown Brothers Harriman & Co 54 -97,02 3 -97,75
2026-04-22 13F Pinnacle Bancorp, Inc. 4.719 3,74 236 4,91
2026-05-14 13F Betterment LLC 1.465.040 -5,81 73 -3,95
2026-01-27 13F Tred Avon Family Wealth, Llc 0 -100,00 0
2026-05-15 13F Perennial Investment Advisors, LLC 6.785 7,15 339 7,99
2026-04-13 13F Parkwoods Wealth Partners, LLC 38.694 118,44 1.933 120,55
2026-04-17 13F Certified Advisory Corp 106.511 2,12 5.320 3,14
2026-05-13 13F Archvest Wealth Advisors, Inc. 4.991 2,84 249 3,75
2026-04-24 13F Essex Financial Services, Inc. 5.196 0,00 260 1,17
2026-05-11 13F Foundations Investment Advisors, LLC 26.749 39,73 1.336 41,23
2026-04-14 13F Portfolio Resources Advisor Group, Inc. 5.660 0,77 283 1,81
2026-05-12 13F Moneta Group Investment Advisors Llc 4.222 0,00 211 0,96
2026-05-15 13F Manufacturers Life Insurance Company, The 856.145 193,09 42.764 196,01
2026-05-11 13F Aptus Capital Advisors, LLC 32.495 1,34 1.623 2,40
2026-04-07 13F Farther Finance Advisors, LLC 344.513 66,12 17.181 67,50
2026-05-12 13F Curio Wealth, Llc 0 -100,00 0
2026-05-06 13F Dunhill Financial, LLC 1.656 83
2026-05-12 13F Frisco Financial Planning LLC 215.692 7,79 10.774 8,85
2026-04-13 13F Wolff Wiese Magana Llc 246 0,00 12 0,00
2026-04-27 13F Boyd Watterson Asset Management Llc/oh 347 17
2026-02-11 13F Parallel Advisors, LLC 2.458 5,18 122 2,54
2026-05-14 13F Baird Financial Group, Inc. 325.004 359,88 16.234 364,46
2026-04-28 13F Nbt Bank N A /ny 567 1.057,14 28 0,00
2026-05-13 13F Scotia Capital Inc. 158.820 -24,44 7.933 -23,69
2026-04-07 13F Deane Retirement Strategies, Inc. 383.074 0,23 19.134 1,22
2026-05-06 13F LPL Financial LLC 17.789.030 -3,79 888.562 -2,84
2026-02-13 13F Fairman Group, LLC 0 -100,00 0
2026-05-05 13F Good Harbor Advisors, Inc. 146.386 6,04 7.312 7,09
2026-04-17 13F Greenbush Financial Group, LLC 123.290 10,49 6.158 11,60
2026-05-07 13F JMG Financial Group, Ltd. 56.822 2,41 2.838 3,43
2026-04-16 13F Brookstone Capital Management 20.850 45,18 1.041 46,62
2026-02-10 13F IAG Wealth Partners, LLC 0 -100,00 0
2026-05-05 13F Sanctuary Advisors, LLC 69.421 -10,37 3.468 -9,48
2026-04-16 13F Phillips Financial Management, Llc 81.671 -19,71 4.079 -18,92
2026-04-16 13F Sheets Smith Wealth Management 25.257 8,61 1.262 9,65
2026-05-14 13F Morningstar Investment Management LLC 121.257 -2,52 6.057 100.833,33
2026-05-19 13F McIlrath & Eck, LLC 455 0,00 23 0,00
2026-05-16 13F Arete Wealth Advisors, LLC 0 -100,00 0
2026-04-16 13F Capstone Wealth Management Group LLC 7.097 0,00 354 0,85
2026-05-04 13F Envestnet Asset Management Inc 4.324.817 12,41 216.025 13,52
2026-04-23 13F Accurate Wealth Management, LLC 4.213 -34,43 211 -33,96
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-04-20 13F Apella Capital, LLC 379.888 -5,79 19.055 -4,45
2026-05-08 13F Prime Capital Investment Advisors, LLC 5.712 10,96 285 12,20
2026-05-08 13F Oath Planning, LLC 9.333 -3,10 466 -2,10
2026-04-21 13F Mesirow Financial Investment Management, Inc. 10.105 3,81 505 4,78
2026-04-30 13F Hegarty Advisors, LLC 49.516 1,20 2.473 2,23
2026-05-13 13F Brinker Capital Investments, LLC 15.181 -31,86 758 -31,15
2026-05-13 13F 17 Capital Partners, Llc 14.021 19,79 700 21,11
2026-04-21 13F Columbus Macro, LLC 44.116 1,89 2.204 2,90
2026-01-14 13F Kmg Fiduciary Partners, Llc 0 -100,00 0
2026-04-23 13F Kerntke Otto McGlone Wealth Management Group 5.149 -1,53 257 -0,39
2026-04-02 13F Hilltop National Bank 3.313 0,00 165 1,23
2026-04-28 13F Compton Financial Group, LLC 37.407 -22,74 1.868 -21,97
2026-05-14 13F PlanVest Financial, Inc 580 29
2026-05-13 13F Mariner, LLC 242.942 -3,63 12.135 -2,68
2026-01-16 13F Tenon Financial LLC 0 -100,00 0
2026-04-16 13F Envision Financial LLC 0 -100,00 0
2026-05-04 13F Lutz Financial Services LLC 75.620 -11,59 3.777 -10,71
2026-04-28 13F Sheridan Capital Management, LLC 47.210 27,07 2.358 28,36
2026-04-27 13F Bulltick Wealth Management, LLC 21.555 6,31 1.077 7,39
2026-05-15 13F Wealth Watch Advisors, INC 0 -100,00 0
2026-01-29 13F Comerica Bank 32.355 9,45 1.600 6,95
2026-04-08 13F Graves-Light Private Wealth Management, Inc. 171.634 3,83 8.573 4,87
2026-05-06 13F May Hill Capital, LLC 5.221 0,00 261 0,78
2026-05-07 13F Manuka Financial, LLC 105.904 6,65 5.290 7,70
2026-05-22 13F Wellington Grp LLC 0 -100,00 0
2026-05-08 13F/A Beacon Capital Management, Inc. 1.333.111 89,52 66.589 91,40
2026-05-04 13F Savant Capital, LLC 3.505.501 -2,49 175.100 -1,52
2026-05-07 13F Dakota Wealth Management 6.750 -1,36 337 -0,30
2026-04-24 13F Medallion Wealth Advisors, LLC 1.242 3,41 62 5,08
2026-04-08 13F Leonard Rickey Investment Advisors P.L.L.C. 717.241 5,23 35.826 6,27
2026-04-28 13F Quent Capital, LLC 0 -100,00 0
2026-05-12 13F SVRN Asset Management, LLC 169.200 -0,35 8.452 0,64
2026-05-15 13F Bank Of America Corp /de/ 3.797.614 2,73 189.691 3,74
2026-04-20 13F LifeWealth Investments, LLC 207.963 16,70 10.388 17,86
2026-05-15 13F Blueprint Investment Partners LLC 190.850 9.533
2026-04-23 13F Lakewood Asset Management LLC 57.639 8,48 2.879 9,59
2026-04-07 13F Five Oceans Advisors 6.158 0,00 308 0,99
2026-04-03 13F Global Wealth Strategies & Associates 1 0,00 0
2026-04-23 13F Fairway Wealth LLC 1.104.084 0,01 20.173 -0,70
2026-05-15 13F Fort Vancouver Investment Management, LLC 126.753 -12,14 6.331 -11,27
2026-04-17 13F United Advisor Group, LLC 9.028 -44,07 451 -43,61
2026-05-11 13F Integrity Alliance, Llc. 37.836 -75,44 1.890 -75,21
2026-02-12 13F Renaissance Technologies Llc 0 -100,00 0
2026-04-29 13F First Interstate Bank 1.520.921 10,53 75.970 11,63
2026-04-14 13F HMV Wealth Advisors, LLC 17.187 6,28 858 7,38
2026-04-28 13F Altfest L J & Co Inc 1.004.638 60,87 50.182 62,47
2026-01-05 13F Commons Capital, Llc 0 -100,00 0
2026-05-08 13F United Financial Planning Group LLC 50 2
2026-05-15 13F Gateway Wealth Partners, LLC 32.684 221,38 1.633 224,45
2026-02-13 13F Colony Group, LLC 4.254.717 18,68 210.438 15,79
2026-04-13 13F Chesley Taft & Associates LLC 70.819 1,90 3.537 2,91
2026-05-05 13F Signet Financial Management, Llc 225.879 0,56 11.283 1,55
2026-05-13 13F Ameritas Investment Partners, Inc. 127 0,00 6 0,00
2026-05-01 13F International Assets Investment Management, Llc 152 22,58 8 16,67
2026-01-30 13F Pure Portfolios Holdings Llc 13.117 -0,97 649 -3,28
2026-04-10 13F Waldron Private Wealth LLC 0 -100,00 0
2026-04-09 13F Baron Financial Group, LLC 264.090 2,96 13.191 3,98
2026-04-08 13F Evanson Asset Management, LLC 21.594 -31,83 1.079 -31,16
2026-05-06 13F Bessemer Group Inc 1.345 -69,84 0
2026-04-20 13F Boston Standard Wealth Management, LLC 58.701 5,00 2.929 5,90
2026-04-29 13F Flatrock Wealth Partners LLC 38.789 7,31 1.937 8,39
2026-05-11 13F Accordant Advisory Group Inc 400 20
2026-05-15 13F Estate Counselors, LLC 14.990 749
2026-04-21 13F Towneley Capital Management, Inc / DE 5.214 0,00 260 1,17
2026-05-01 13F FDx Advisors, Inc. 23.355 -0,75 1 0,00
2026-05-12 13F Cahill Financial Advisors Inc 0 -100,00 0
2026-04-28 13F Arbor Investment Advisors, LLC 46.911 2,93 2.343 3,95
2026-05-13 13F Federation des caisses Desjardins du Quebec 96 0,00 5 0,00
2026-04-22 13F Ifrah Financial Services, Inc. 43.879 -3,40 2.192 -2,45
2026-04-21 13F Northern Lights Advisors, Inc. 90.101 11,61 4.501 12,73
2026-05-04 13F Greenspring Advisors, LLC 45.018 24,57 2.249 25,80
2026-05-07 13F EPG Wealth Management LLC 19.361 11,03 967 12,18
2026-05-14 13F Atomi Financial Group, Inc. 46.248 -3,30 2.310 -2,33
2026-05-20 13F TrueWealth Financial Partners 161.930 8.088
2026-05-14 13F Banco Bilbao Vizcaya Argentaria, S.a. 43.311 -91,75 2.152 -91,73
2026-04-15 13F City Holding Co 88 4
2026-05-19 13F Cornerstone Wealth, LLC/TN 4.275 215
2026-04-29 13F Garde Capital, Inc. 1.100.702 19,18 54.980 20,36
2026-03-31 13F Sankala Group LLC 5.991 -12,76 298 -12,87
2026-05-12 13F Dogwood Wealth Management LLC 5.998 0,00 300 1,01
2026-05-05 13F Mraz, Amerine & Associates, Inc. 15.784 0,00 788 1,03
2026-04-30 13F Ramsay, Stattman, Vela & Price, Inc. 5.165 0,00 258 0,78
2026-05-18 13F Strategic Investment Advisors / MI 36.569 148,26 1.825 150,55
2026-05-14 13F EP Wealth Advisors, Inc. 321.919 -38,38 16.080 -37,77
2026-05-13 13F Archetype Wealth Partners 11.102 0,00 1
2026-05-06 13F Quest 10 Wealth Builders, Inc. 15 0,00 1
2026-05-15 13F Evercore Wealth Management, LLC 5.071 0,00 253 1,20
2026-05-12 13F Tme Financial, Inc. 112.855 -1,69 5.637 -0,70
2026-04-30 13F Cedar Mountain Advisors, LLC 8.285 0,00 414 0,98
2026-04-21 13F Sequent Planning LLC 4.941 13,93 247 14,95
2026-02-17 13F Stark Wealth Management LLC 18.086 876
2026-05-01 13F Thrivent Financial For Lutherans 21.556 4,49 1 0,00
2026-01-20 13F Maryland Capital Advisors Inc. 85.416 10,40 4.225 7,84
2026-04-06 13F CX Institutional 0 -100,00 0
2026-05-15 13F Integrated Wealth Concepts LLC 176.528 -2,95 8.818 -1,99
2026-05-13 13F Visionary Wealth Advisors 30.890 -14,21 1.543 -13,37
2026-01-16 13F Trust Co Of Vermont 732.514 62,67 36.230 58,92
2026-05-13 13F E-Wealth Partners, LLC 4.177 207
2026-05-15 13F Inspire Advisors, LLC 6.653 332
2026-04-14 13F FC Advisory LLC 21.731 -0,80 1.085 0,18
2026-04-23 13F Oppenheimer & Co Inc 5.275 -21,33 263 -20,54
2026-04-13 13F Mather Group, Llc. 9.286 -0,36 464 0,65
2026-05-01 13F Mutual Advisors, LLC 22.332 0,10 1.116 1,09
2026-05-13 13F BlackRock, Inc. 1.270 -99,62 63 -99,62
2026-05-15 13F Round Rock Advisors, LLC 19.727 -2,43 985 -1,50
2026-04-30 13F Money Concepts Capital Corp 79.415 3.967
2026-02-13 13F Sei Investments Co 9.719.014 13,22 480.702 10,60
2026-05-12 13F Red Reef Advisors Llc 27.785 2,12 1.388 3,12
2026-04-16 13F Monarch Capital Management Inc/ 53.336 1,64 2.664 2,66
2026-05-13 13F Franklin Resources Inc 0 -100,00 0
2026-05-15 13F Pettyjohn, Wood & White, Inc 10.184 0,00 509 0,99
2026-05-08 13F Sofos Investments, Inc. 236 0,00 12 0,00
2026-05-15 13F Transamerica Financial Advisors, Inc. 2.092 75,06 104 76,27
2026-05-15 13F Fwl Investment Management, Llc 0 -100,00 0
2026-05-14 13F Mcguire Capital Advisors Inc 337 0,00 17 0,00
2026-05-12 13F Ameritas Advisory Services, LLC 258.409 68,43 12.908 70,10
2026-04-16 13F Spartan Planning & Wealth Management 146.754 7.330
2026-04-28 13F Flagship Harbor Advisors, Llc 35.443 -3,62 1.770 -2,64
2026-05-04 13F Nwam Llc 7.015 350
2026-05-14 13F Evoke Wealth, Llc 2.312.674 23,98 115.518 25,21
2026-04-21 13F BCS Private Wealth Management, Inc. 20.023 0,25 1.000 1,32
2026-05-11 13F Estate Planners Group, LLC 0 -100,00 0
2026-05-06 13F Goodman Financial Corp 281.275 14.050
2026-05-06 13F Cornerstone Financial Group, LLC /NE/ 4.514 0,04 228 1,79
2026-05-04 13F WJ Financial Advisors LLC 6.999 0,00 350 0,87
2026-05-05 13F Aventura Private Wealth, LLC 483 0,00 24 4,35
2026-05-04 13F Equity Investment Corp 45.423 0,81 2.269 1,80
2026-05-15 13F Advisors Asset Management, Inc. 10.905 70,66 545 72,15
2026-05-12 13F Rsm Us Wealth Management Llc 9.657 -8,45 482 -7,49
2026-04-28 13F Blue Sky Capital Consultants Group, Inc. 0 -100,00 0
2026-04-06 13F Private Client Services, Llc 84.371 5,31 4.214 6,36
2026-05-15 13F JT Stratford LLC 34.783 13,31 1.737 14,43
2026-05-08 13F LaSalle St. Investment Advisors, LLC 21.433 13,90 1.071
2026-04-15 13F Alhambra Investment Partners LLC 7.969 39,37 398 41,13
2026-05-08 13F Roundview Capital LLC 154.689 -2,49 7.727 -1,53
2026-05-11 13F Savvy Advisors, Inc. 91.285 230,54 4.560 233,99
2026-05-06 13F Angeles Wealth Management, Llc 6.876 -11,81 343 -10,91
2026-04-27 13F Soltis Investment Advisors LLC 4.223 -0,07 211 0,48
2026-04-23 13F OakTrust Wealth Advisors, LLC 10.782 -0,01 539 0,94
2026-05-11 13F Eldridge Investment Advisors, Inc. 4.931 0,00 246 1,23
2026-05-11 13F CacheTech Inc. 13.990 7,63 699 8,72
2026-04-10 13F Prosperity Planning, Inc. 17.855 7,31
2026-04-27 13F Nvwm, Llc 179.178 -10,34 8.950 -9,46
2026-05-14 13F Mission Creek Capital Partners, Inc. 5.374 0,00 268 1,13
2026-04-13 13F Massmutual Trust Co Fsb/adv 9.790 489
2026-05-08 13F Firestone Capital Management 8.156 96,39 407 98,54
2026-04-22 13F Tru Independence Asset Management 2, Llc 126.491 4,93 6.318 5,97
2026-04-28 13F Belpointe Asset Management LLC 4.680 0,36 234 1,30
2026-04-06 13F Washington Trust Advisors, Inc. 1.368 0,00 68 1,49
2026-04-10 13F Matrix Trust Co 0 -100,00 0
2026-04-16 13F Beese Fulmer Investment Management, Inc. 17.890 209,62 894 213,33
2026-04-23 13F Chicago Capital, LLC 6.553 0,00 327 0,93
2026-04-23 13F Prosperity Advisers, LLC 20.482 -1,94 1.023 -0,97
2026-04-24 13F Financial Plan, Inc. 680.491 14,87 33.991 16,01
2026-04-10 13F McGrath & Associates, Inc. 4.141 -37,39 207 -37,00
2026-04-21 13F Delap Wealth Advisory, Llc 99.691 15,78 4.980 16,93
2026-01-07 13F Gilbert & Cook, Inc. 0 -100,00 0
2026-04-23 13F WMG Financial Advisors, LLC 0 -100,00 0
2026-05-01 13F Navigoe, LLC 225 0
2026-05-04 13F Brickley Wealth Management 408.487 0,87 20.404 1,87
2026-05-13 13F Baron Silver Stevens Financial Advisors, Llc 35.179 -2,34 1.757 -1,35
2026-04-24 13F KPP Advisory Services LLC 16.734 -4,92 836 -4,02
2026-05-13 13F Southeast Asset Advisors Inc. 79.325 8,93 3.962 10,02
2026-05-01 13F Citizens Financial Group Inc/ri 11.009 -9,02 550 -8,19
2026-05-08 13F Red Lighthouse Investment Management, Llc 43.115 3,63 2.154 4,67
2026-05-14 13F Captrust Financial Advisors 42.153 -11,92 2.106 -11,07
2026-05-06 13F DecisionPoint Financial, LLC 1.487 0,00 74 1,37
2026-05-04 13F Conservest Capital Advisors, Inc. 54.069 54,24 2.701 55,80
2026-05-05 13F Eukles Asset Management 89 4
2026-04-29 13F Sunrise Financial Services, LLC 18 0,00 1
2026-04-15 13F PW Nova Financial Services LLC 17.452 7,09 872 8,06
2026-04-09 13F Brown Wealth Management, Llc 34.207 2,97 1.709 4,02
2026-05-11 13F Richmond Brothers, Inc. 40.322 -31,66 2.014 -30,98
2026-04-17 13F Sovereign Financial Group, Inc. 188.785 9,78 9.430 10,86
2026-04-22 13F Aegis Wealth Management LLC 35.886 -1,15 1.793 -0,17
2026-04-23 13F URS Advisory LLC 59.642 2.979
2026-05-01 13F Hantz Financial Services, Inc. 153 15,91 0
2026-04-21 13F Maltin Wealth Management, Inc. 24.178 -8,55 1.208 -7,65
2026-04-28 13F Timber Creek Capital Management LLC 37.124 -3,32 1.854 -2,37
2026-05-07 13F Hanover Advisors Inc 29.716 3,21 1.484 4,21
2026-05-08 13F Glenview Trust Co 339.452 31,47 16.956 32,77
2026-04-22 13F Lam Group, Inc. 1.500 -84,71 75 -84,74
2026-05-08 13F Strategic Financial Services, Inc, 1.468.510 77,11 73.352 78,00
2026-04-22 13F Hoese & Co LLP 96.578 5,24 4.824 6,30
2026-01-16 13F SigFig Wealth Management, LLC 0 -100,00 0
2026-04-10 13F Benin Management CORP 18.973 -33,81 948 -33,17
2026-05-05 13F Frisch Financial Group, Inc. 4.938 -34,09 247 -33,51
2026-05-06 13F Sterling Financial Planning, Inc. 56.072 10,34 2.801 11,42
2026-04-24 13F Private Advisor Group, LLC 110.736 -2,38 5.531 -1,41
2026-04-28 13F HBE Wealth Management, LLC 167.794 -1,10 8.381 -0,11
2026-05-13 13F Measured Wealth Private Client Group, LLC 0 -100,00 0
2026-05-15 13F Fmr Llc 4.942.565 -2,93 246.881 -1,97
2026-05-04 13F Mml Investors Services, Llc 333.950 -6,33 16.681 -5,40
2026-02-03 13F/A Mount Yale Investment Advisors, LLC 0 -100,00 0 -100,00
2026-05-11 13F Tranquilli Financial Advisor LLC 60.796 127,45 3.037 129,65
2026-05-04 13F Wsfs Capital Management, Llc 18.975 25,51 948 26,77
2026-05-06 13F Pekin Hardy Strauss, Inc. 31.533 12,81 1.575 13,97
2026-05-01 13F Richardson Financial Services Inc. 277 83,44 14 85,71
2026-05-12 13F Bank of Jackson Hole Trust 4.567 -7,64 228 -6,56
2026-05-12 13F Atlantic Union Bankshares Corp 24.005 80,04 1.199 81,94
2026-05-14 13F Legacy Bridge, LLC 2.588 0,00 129 0,78
2026-04-08 13F Holos Integrated Wealth LLC 200 10
2026-05-11 13F Wells Fargo & Company/mn 2.466.492 15,57 123.201 16,71
2026-05-14 13F Dorsey & Whitney Trust CO LLC 53.826 0,00 2.689 0,98
2026-05-13 13F NFP Retirement, Inc. 6.508 0,00 325 1,25
2026-05-07 13F Cornerstone Advisors Asset Management, Inc 17.116 10,44 855 11,49
2026-05-08 13F Stelac Advisory Services LLC 2.055 0,00 103 0,99
2026-05-15 13F Advisor Group Holdings, Inc. 930.673 2,44 46.488 3,45
2026-04-16 13F Friday Financial 126.167 3,40 6.302 4,44
2026-05-01 13F Fifth Third Bancorp 34.660 452,88 1.731 458,39
2026-05-14 13F Regal Investment Advisors LLC 46.577 -20,09 2.327 -19,29
2026-05-15 13F CI Private Wealth, LLC 571.882 -14,54 28.565 -13,69
2026-04-27 13F S.A. Mason LLC 25.864 0,00 1.292 0,94
2026-01-28 13F Joseph P. Lucia & Associates, LLC 0 -100,00 0
2026-05-13 13F Balanced Rock Investment Advisor 47.048 3,47 2.350 4,54
2026-05-13 13F Ubs Asset Management Americas Inc 127 6
2026-04-23 13F Avant Financial Advisors LLC 61.323 6,84 3.063 7,93
2026-05-15 13F Cresset Asset Management, LLC 304.473 27,20 15.208 28,46
2026-05-01 13F Wingate Wealth Advisors, Inc. 291.639 8,50 14.567 9,58
2026-04-24 13F National Asset Management, Inc. 8.222 -2,39 411 -1,44
2026-05-07 13F Titan Global Capital Management Usa Llc 75.747 29,73 3.784 31,04
2026-04-10 13F AssuredPartners Investment Advisors, LLC 24.707 18,07 1.235 19,32
2026-05-13 13F GeoWealth Management, LLC 3.825 -23,77 191 -22,98
2026-04-08 13F Ehrlich Financial Group 0 -100,00 0
2026-05-08 13F Fund Evaluation Group, LLC 1.487.047 25,62 74.278 26,87
2026-05-07 13F MA Private Wealth 23.832 1,25 1.190 2,23
2026-05-15 13F Susquehanna International Group, Llp 8.903 445
2026-05-15 13F Susquehanna International Group, Llp Call 23.600 1.179
2026-04-30 13F SkyOak Wealth, LLC 11.795 0,00 589 1,03
2026-05-06 13F Meridian Wealth Management, LLC 15.250 -2,49 762 -1,55
2026-05-07 13F Lakeshore Financial Planning, Inc. 4.710 -0,08 235 0,86
2026-02-12 13F Jane Street Group, Llc 0 -100,00 0
2026-05-14 13F Plum Street Advisors, LLC 142.235 12,57 7.105 13,68
2026-04-23 13F Inman Jager Wealth Management, LLC 10.813 0,82 540 1,89
2026-04-14 13F Approach Retirement Advisors, LLC 45.564 1,37 2.276 2,34
2026-05-13 13F Private Wealth Advisors, LLC 122.915 1.187,20 6.140 1.200,64
2026-04-15 13F Arlington Financial Advisors, LLC 590.921 27,50 29.516 28,76
2026-04-09 13F Tilia Fiduciary Partners, Inc. 35.513 -3,87 1.774 -2,96
2026-05-08 13F Compass Capital Corp /ma/ /adv 5.227 -3,63 263 -2,60
2026-04-22 13F Hurlow Wealth Management Group, Inc. 89.965 8,27 4.494 9,35
2026-04-17 13F RFG Advisory, LLC 53.884 2.692
2026-04-22 13F Capital Investment Management, Inc. 4.465 223
2026-04-15 13F Horizon Financial Services, Llc 15.900 61,59 794 63,37
2026-01-30 13F Caldwell Securities, Inc 41 0,00 2 0,00
2026-04-09 13F Wedmont Private Capital 6.518 6,78 326 7,62
2026-05-06 13F VSM Wealth Advisory, LLC 950 0,00 47 2,17
2026-05-08 13F Curtis Advisory Group, LLC 50.544 2.525
2026-04-29 13F Tilson Financial Group, Inc. 129.252 3,22 6.456 4,25
2026-04-28 13F W.H. Cornerstone Investments Inc. 6.041 0,00 302 1,01
2026-04-27 13F Td Private Client Wealth Llc 75.145 12,99 3.753 14,11
2026-04-29 13F Jackson Thornton Asset Management, Llc 326.784 6,36 16.356 7,50
2026-04-13 13F St Germain D J Co Inc 372 0,00 19 0,00
2026-04-27 13F Meramec Financial Planners, LLC 0 -100,00 0
2026-05-11 13F Fairscale Capital, LLC 30 0,00 1 0,00
2026-04-14 13F Patriot Investment Management Inc. 20.932 9,25 1.046 10,35
2026-04-14 13F eCIO, Inc. 5.309 3,63 265 4,74
2026-05-08 13F Opus Financial Solutions LLC 59.620 -2,34 2.978 -1,36
2026-04-20 13F Peirce Capital Management, LLC 131.961 5,22 6.591 6,26
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