IAUUS - iShares Gold Trust Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (BVL)

iShares Gold Trust
PE ˙ BVL ˙ US4642852044
Grundlæggende statistik
Institutionelle ejere 1933 total, 1923 long only, 0 short only, 10 long/short - change of 8,03% MRQ
Gennemsnitlig porteføljeallokering 0.9078 % - change of -1,07% MRQ
Institutionelle aktier (lange) 425.648.765 (ex 13D/G) - change of -12,08MM shares -2,75% MRQ
Institutionel værdi (lang) $ 33.503.369 USD ($1000)
Institutionelt ejerskab og aktionærer

iShares Gold Trust (PE:IAUUS) har 1933 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 425,648,765 aktier. Største aktionærer omfatter Bank Of America Corp /de/, Morgan Stanley, Fmr Llc, Envestnet Asset Management Inc, LPL Financial LLC, Wells Fargo & Company/mn, Jpmorgan Chase & Co, UBS Group AG, Ameriprise Financial Inc, and Citigroup Inc .

iShares Gold Trust (BVL:IAUUS) 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%.

PE:IAUUS / iShares Gold Trust Institutional Ownership
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
(%)
2026-02-17 13F Private Harbour Investment Management & Counsel, LLC 185.699 -0,56 15.073 10,93
2026-01-23 13F Reuter James Wealth Management, Llc 601.235 2,41 48.802 14,23
2026-04-13 13F 5T Wealth, LLC 29.277 -30,45 2.581 -24,62
2026-02-09 13F Northstar Financial Companies, Inc. 31.693 68,33 2.573 87,74
2026-02-02 13F Ellis Investment Partners, LLC 16.352 -1,88 1.327 9,49
2026-02-12 13F Hamilton Point Investment Advisors, LLC 203.598 1,79 16.526 13,55
2026-02-09 13F Harbour Investments, Inc. 60.006 2,94 4.871 14,83
2026-01-27 13F Tme Financial, Inc. 47.990 -8,97 3.895 1,54
2026-01-30 13F Sofi Wealth, Llc 277.571 4,70 22.530 16,79
2026-02-05 13F Tucker Asset Management Llc 155 13
2026-01-22 13F AllGen Financial Advisors, Inc. 378.708 3,45 30.740 15,39
2026-04-17 13F Capital Squared Financial LLC 8.181 -5,84 664 5,06
2026-04-17 13F Hanson & Doremus Investment Management 12.656 -1,38 1 0,00
2026-04-27 13F Strathmore Capital Advisors, Inc. 50.659 -12,72 4.496 -4,59
2026-04-22 13F Atwater Malick LLC 4.357 -16,72 384 -9,43
2026-02-12 13F Ruggiero Investments, Inc. 2.928 238
2026-04-10 13F Impact Capital Partners LLC 3.098 -15,98 273 -8,70
2026-04-28 13F ORG Wealth Partners, LLC 153 188,68 13 225,00
2026-01-07 13F Yeomans Consulting Group, Inc. 331.438 -8,99 26.903 1,36
2026-02-12 13F BRYN MAWR TRUST Co 500 0,00 41 11,11
2026-02-17 13F Nearwater Capital Markets, Ltd 44.100 3.580
2026-02-18 13F EP Wealth Advisors, Inc. 42.634 52,47 3.461 98,51
2026-04-28 13F Peak Financial Management, Inc. 3.013 -6,89 266 1,15
2026-04-10 13F Atala Financial Inc 16.262 0,00 1.454 10,16
2026-02-18 13F Caitlin John, LLC 1.009 -11,88 82 -2,41
2026-04-10 13F Centurion Wealth Management LLC 32.559 -11,23 2.870 -3,59
2026-04-20 13F Jfs Wealth Advisors, Llc 8.998 -36,29 793 -30,80
2026-04-16 13F Triad Wealth Partners, LLC 79.455 -47,79 7.005 -43,30
2026-04-27 13F JB Capital LLC 135.910 -65,37 11.982 -62,39
2026-02-13 13F NLB Skladi, upravljanje premozenja, d.o.o. 16.377 1.329
2026-04-27 13F Greenleaf Trust 11.555 33,80 1.019 45,43
2026-04-28 13F Astoria Portfolio Advisors LLC. 8.638 0,00 761 -10,69
2026-04-13 13F Plan Group Financial, LLC 69.136 21,23 6.095 31,70
2026-02-03 13F Merrithew & Thorsten Inc 20 0
2026-02-10 13F Ellevest, Inc. 3.018 0,00 245 11,42
2026-04-27 13F Turtle Creek Wealth Advisors, LLC 3.303 32,49 291 44,06
2026-02-09 13F Huntington National Bank 16.509 6,36
2026-02-17 13F D. E. Shaw & Co., Inc. 0 -100,00 0 -100,00
2026-04-09 13F Tompkins Financial Corp 0 -100,00 0
2026-04-21 13F Hippocratic Financial Advisors, LLC 2.492 220
2026-02-12 13F Intesa Sanpaolo Wealth Management 300 24
2026-04-24 13F Financial Life Planners 675 60
2026-04-23 13F Sawyer & Company, Inc 135 0,00 12 10,00
2026-01-26 13F Key Capital Management, INC 393 32
2026-02-11 13F Fore Capital, LLC 208.000 0,00 16.883 11,54
2026-02-17 13F Prosperity Bancshares Inc 858 70
2026-02-13 13F Mariner, LLC 1.449.635 1,44 117.667 13,15
2026-01-30 13F Sigma Planning Corp 221.105 2,41 17.947 14,24
2026-02-13 13F Smartleaf Asset Management LLC 8.005 112,56 654 141,33
2026-04-08 13F Thompson Investment Management, Inc. 1.362 0,00 120 9,09
2026-04-17 13F/A Founders Financial Securities Llc 5.269 0,92 473 11,58
2026-02-13 13F AlTi Global, Inc. 1.588.244 4,14 128.918 16,16
2026-04-29 13F Richmond Investment Services, LLC 2.537 -59,91 224 -56,53
2026-02-04 13F JSF Financial, LLC 229.901 -2,93 18.661 8,27
2026-02-10 13F Regency Capital Management Inc.\DE 175.642 1,64 14.257 13,38
2026-04-28 13F Winthrop Capital Management, LLC 3.422 0,00 0
2026-01-07 13F Harbour Capital Advisors, LLC 0 -100,00 0
2026-02-11 13F WESCAP Management Group, Inc. 445.220 -1,03 36.139 10,43
2026-02-13 13F Archetype Wealth Partners 315.204 0,16 26 13,64
2026-02-17 13F Advisor Group Holdings, Inc. 2.082.256 1,98 169.014 22,60
2026-04-22 13F Aspire Private Capital, LLC 2.895 -64,65 255 -61,60
2026-04-22 13F Coston, McIsaac & Partners 0 -100,00 0
2026-02-10 13F IFG Advisory, LLC 22.783 1.849
2026-04-20 13F Centennial Wealth Advisory LLC 2.387 210
2026-04-23 13F Kohmann Bosshard Financial Services, LLC 523 0,00 46 9,52
2026-01-23 13F Sumitomo Mitsui Trust Holdings, Inc. 6.608.915 -26,61 536.446 -18,13
2026-04-29 13F Kaydan Wealth Management, Inc. 177.975 -58,76 15.690 -55,21
2026-04-24 13F Cassia Capital Partners, LLC 2.466 217
2026-04-28 13F Tempus Wealth Planning, LLC 3.688 -15,16 325 -7,67
2026-04-01 13F Bangor Savings Bank 247 0,00 22 5,00
2026-04-29 13F Sageworth Trust Co 22.496 0,00 1.983 8,60
2026-02-03 13F Sequoia Financial Advisors, LLC 81.290 5,73 6.598 17,95
2026-04-08 13F Cadent Capital Advisors, LLC 21.168 -56,84 1.866 -53,13
2026-04-22 13F JNBA Financial Advisors 130.749 -8,38 11.527 -0,50
2026-04-14 13F Zrc Wealth Management, Llc 216 19
2026-01-23 13F Guidance Capital, Inc 39.670 -26,19 3.672 -11,65
2026-04-29 13F Cary Street Partners Financial Llc 18.763 1,74 1.654 10,49
2026-02-09 13F Fisher Asset Management, LLC 10.274 188,84 834 222,87
2026-03-16 13F Osbon Capital Management Llc 157 13
2026-04-08 13F AAFMAA Wealth Management & Trust LLC 3.462 -91,48 305 -90,75
2026-04-16 13F Spectrum Planning & Advisory Services Inc. 12.537 -60,12 1.105 -56,68
2026-02-17 13F EFG International AG 175.207 14.222
2026-02-17 13F Parallax Volatility Advisers, L.P. 3.750 0,00 304 11,76
2026-02-17 13F Parallax Volatility Advisers, L.P. Put 1.600 0,00 130 11,21
2026-02-13 13F Resources Management Corp /ct/ /adv 1.319 0,00 0
2026-01-27 13F TD Waterhouse Canada Inc. 439.095 8,56 35.633 20,50
2026-01-15 13F Rebalance, Llc 14.709 27,31 1.194 42,02
2026-01-29 13F Quest 10 Wealth Builders, Inc. 1.569 0,00 127 11,40
2026-02-13 13F Wells Fargo & Company/mn 13.136.955 2,02 1.066.327 13,80
2026-02-04 13F Midwest Trust Co 146.475 0,16 11.889 11,73
2026-02-12 13F Keystone Financial Services 65.207 44,31 5.293 60,95
2026-04-24 13F Root Financial Partners, LLC 6.920 129,75 610 150,00
2026-02-13 13F Quattro Advisors LLC 906 74
2026-02-13 13F Acumen Wealth Advisors, LLC 2.666 216
2026-02-06 13F EverSource Wealth Advisors, LLC 723.987 -0,73 58.766 10,73
2026-01-27 13F Regions Financial Corp 68.719 20,47 5.578 34,39
2026-01-23 13F Inlight Wealth Management, LLC 1.606 0,00 130 12,07
2026-02-09 13F Arnhold LLC 1.757.254 0,00 142.636 11,54
2026-02-17 13F Coppell Advisory Solutions LLC 19.068 -9,50 1.558 2,50
2026-04-15 13F Radnor Capital Management, LLC 2.270 200
2026-02-02 13F Bull Oak Capital, LLC 94.637 -1,31 7.682 10,09
2026-02-04 13F Liberty Wealth Management Llc 61.500 -2,32 4.991 8,95
2026-02-10 13F Nomura Asset Management Co Ltd 115.915 -6,83 9.409 3,92
2026-04-20 13F Inscription Capital, LLC 86.051 -5,10 7.586 3,07
2026-02-12 13F Litman Gregory Asset Management LLC 287 23
2026-02-12 13F Leigh Baldwin & Co., Llc 6.605 536
2026-04-21 13F Trevian Wealth Management LLC 2.750 242
2026-04-29 13F Duncker Streett & Co Inc 730 0,69 64 10,34
2025-11-07 13F Synovus Financial Corp 57.248 1,49 4.166 18,42
2026-02-17 13F Modern Wealth Management, LLC 290.563 35,59 23.585 51,24
2026-02-03 13F NewEdge Wealth, LLC Put 72.500 0,00 103 -61,94
2026-02-03 13F NewEdge Wealth, LLC 153.998 1,69 12.500 9,99
2026-02-05 13F Thrivent Financial For Lutherans 428.477 25,10 35 41,67
2026-03-04 13F Rehmann Capital Advisory Group 116.582 -7,00 9.461 3,63
2026-02-06 13F Principle Wealth Partners Llc 18.567 -10,60 1.507 -0,26
2026-02-09 13F Strategic Financial Concepts, LLC 29.563 2.400
2026-04-20 13F CWA Asset Management Group, LLC 9.022 -17,15 795 -9,97
2026-04-28 13F Berger Financial Group, Inc Call 62 41,86
2026-04-28 13F Berger Financial Group, Inc 19.052 11,81 1.680 21,40
2026-02-17 13F Captrust Financial Advisors 2.410.855 0,46 195.689 12,06
2026-01-29 13F Comerica Bank 518.042 56,57 42.049 74,64
2026-02-09 13F Integrity Alliance, Llc. 13.521 -52,65 1.098 -47,21
2026-02-13 13F Meridian Wealth Partners, LLC 4.554 0,89 370 12,50
2026-02-17 13F Per Stirling Capital Management, LLC. 66.600 -0,36 5.406 11,12
2026-02-17 13F Stokes Family Office, LLC 11.615 5,74 943 17,90
2026-02-17 13F Warren Averett Asset Management, LLC 92.695 504,31 7.524 574,19
2025-10-30 13F Traub Capital Management LLC 0 -100,00 0
2026-02-06 13F Pnc Financial Services Group, Inc. 1.261.497 4,03 102.396 16,03
2026-04-28 13F Golden State Wealth Management, LLC 9.398 37,64 829 49,46
2026-01-20 13F Savvy Advisors, Inc. 320.709 63,98 26.032 82,90
2026-01-27 13F WealthCollab, LLC 7.282 5,32 591 17,50
2026-04-08 13F Exchange Bank 11.677 16,90 1.029 27,04
2025-11-14 13F Wetherby Asset Management Inc 11.205 3,27 815 20,56
2026-04-21 13F Valley Forge Investment Consultants Inc Adv 3.776 1,45 333 9,93
2026-04-27 13F Benchmark Financial Wealth Advisors, LLC 9.548 842
2026-02-13 13F Alchemi Wealth, LLC 3.405 276
2026-04-14 13F West Branch Capital LLC 6.630 0,00 585 8,55
2026-01-23 13F LOM Asset Management Ltd 31.500 0,00 2.557 11,52
2026-02-09 13F Allen Capital Group, LLC 3.829 -0,57 311 10,71
2026-02-11 13F MCF Advisors LLC 20.045 2.201,38 1.627 2.482,54
2026-04-06 13F CX Institutional 5.406 -14,50 0
2026-02-13 13F Banco Santander, S.A. 15.300 1.242
2026-04-28 13F Kanawha Capital Management Llc 28.763 16,30 2.536 26,31
2026-02-10 13F COFG Advisors, LLC 8.149 661
2026-04-13 13F Foster Group, Inc. 5.006 -2,34 441 6,01
2026-04-20 13F Focused Wealth Management, Inc 3.845 -5,37 339 2,74
2026-02-10 13F David R. Rahn & Associates Inc. 52.769 6,96 4.283 19,30
2025-10-30 13F Mizuho Securities Co. Ltd. 0 -100,00 0
2026-02-09 13F Frazier Financial Advisors, LLC 70 0,00 6 0,00
2026-02-12 13F Keel Point, LLC 10.941 6,38 888 18,72
2026-02-13 13F Clarkston Capital Partners, LLC 2.925 0,00 237 11,79
2026-04-27 13F HB Wealth Management, LLC 206.417 -0,20 18.198 8,39
2026-04-21 13F Founders Capital Management 710 0,00 63 8,77
2026-02-17 13F Fairview Capital Investment Management, Llc 146.836 -4,08 11.919 6,99
2026-04-17 13F Outlook Wealth Advisors, LLC 24.145 0,41 2.129 9,07
2026-02-13 13F Vernal Point Advisors, LLC 84.629 0,00 6.869 11,55
2026-02-17 13F BTG Pactual Asset Management US LLC 7.670 478
2026-02-13 13F Capital & Planning, Llc 0 -100,00 0
2026-02-12 13F StoneX Group Inc. 8.733 23,80 716 39,38
2026-02-03 13F Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 16.122 -17,42 1.315 -7,46
2026-02-13 13F Whalerock Point Partners, Llc 7.811 0,00 634 11,62
2026-01-29 13F D.a. Davidson & Co. 64.039 8,69 5.198 21,25
2026-02-17 13F Snowden Capital Advisors LLC 66.443 6,64 5.393 18,95
2026-04-22 13F Bravera Wealth 1.520 0,00 134 8,94
2026-04-22 13F Fearless Solutions, LLC dba Best Invest 81.474 1,65 7.183 10,41
2026-01-27 13F Fiscal Wisdom Wealth Management, LLC 2.918 237
2026-01-21 13F Inlet Private Wealth, LLC 38.929 -0,26 3.160 11,23
2026-01-20 13F Independence Bank of Kentucky 1.104 -19,18 90 -10,10
2026-02-02 13F Chapman Financial Group, Llc 34 0,00 3 0,00
2026-04-14 13F Retirement Management Systems Inc. 5.343 -15,35 471 -8,01
2026-04-24 13F James Investment Research Inc 284.994 -16,02 25.125 -8,78
2026-02-17 13F Capital Planning Advisors, LLC 8.464 0,00 687 11,71
2026-04-22 13F Wallington Asset Management, LLC 278.308 -2,10 24.536 6,33
2026-01-12 13F Robinson Value Management, Ltd. 59.842 -1,30 4.857 10,11
2026-01-26 13F Quadrant Private Wealth Management, LLC 6.253 -9,53 508 0,80
2026-04-21 13F Avaii Wealth Management, Llc 119.780 -4,91 10.560 3,28
2026-02-13 13F Schf (gpe), Llc 3.163.660 0,00 256.794 111.549,57
2026-04-29 13F Staley Capital Advisers Inc 9.376 -1,06 827 7,41
2026-04-15 13F Cranbrook Wealth Management, LLC 92.892 -10,18 8.189 -2,44
2026-04-23 13F waypoint wealth counsel 74.796 -6,88 6.594 1,15
2026-04-15 13F Merit Financial Group, LLC 595.990 -8,19 52.542 -0,28
2026-04-21 13F Decker Retirement Planning Inc. 899 -52,86 79 -48,70
2026-01-29 13F Dunhill Financial, LLC 467 -1,06 38 8,82
2026-02-12 13F TopTier Wealth Management, LLC 12.988 1.054
2026-01-06 13F Arlington Capital Management, Inc. 197.853 0,20 16.060 11,76
2026-02-17 13F Ibex Wealth Advisors 18.359 3,71 1.490 15,68
2026-02-13 13F Ridge Creek Global, Inc 60.206 4.887
2026-02-13 13F Kilter Group LLC 29.341 -2,65 2.382 8,57
2026-02-06 13F Great Diamond Partners, LLC 7.047 -11,55 572 -1,21
2026-04-14 13F LifeGoal Wealth Advisors 3.492 22,01 313 34,91
2026-01-09 13F Westview Management dba Westview Investment Advisors 4.500 365
2026-02-11 13F West Family Investments, Inc. 422.171 -7,38 34.436 3,33
2026-02-10 13F Peapack Gladstone Financial Corp 5.858 -44,94 0
2026-01-27 13F Mainstay Capital Management Llc /adv 1.453.465 93,34 117.978 115,66
2026-04-28 13F Walkner Condon Financial Advisors LLC 37.154 -2,77 3.275 5,61
2026-02-05 13F Clarion Wealth Managment Partners, LLC 17.678 -2,56 1.435 8,64
2026-02-13 13F Colony Group, LLC 1.083.477 118,73 87.925 142,62
2026-02-17 13F NewSquare Capital LLC 38.928 -14,89 3.160 -5,08
2026-04-24 13F Ledyard National Bank 3.171 0,00 280 8,56
2026-02-13 13F Walleye Trading LLC Put 13.300 -53,17 1.080 -47,77
2026-04-22 13F Avantra Family Wealth, Inc. 0 -100,00 0
2026-02-13 13F Walleye Trading LLC Call 111.100 52,40 9.018 70,00
2026-04-10 13F Armstrong Advisory Group, Inc 1.105 0,00 97 8,99
2026-02-13 13F Walleye Trading LLC 1.954 159
2025-11-06 13F Claudia M.p. Batlle, Crp (r) Llc 0 -100,00 0
2026-02-17 13F High Falls Advisors, Inc 122.904 -1,66 9.976 9,70
2026-01-27 13F Retirement Income Solutions, Inc 3.172 0,00 257 11,74
2026-01-21 13F Graham Capital Wealth Management, Llc 12.032 -2,59 977 8,69
2026-04-17 13F Essex Savings Bank 10.126 -5,36 893 2,76
2025-11-12 13F Simplex Trading, Llc 0 -100,00 0
2026-04-22 13F J. L. Bainbridge & Co., Inc. 4.195 17,31 370 27,24
2026-01-16 13F Hopwood Financial Services, Inc. 0 -100,00 0
2026-02-18 13F Hanlon Investment Management, Inc. 4.124 -8,62 335 1,83
2026-02-13 13F MAI Capital Management 747.707 27,29 60.691 41,98
2026-01-05 13F Commons Capital, Llc 3.807 309
2026-02-04 13F Bensler, LLC 75.726 4,26 6.147 16,29
2026-04-23 13F Farmers & Merchants Investments Inc 14.231 -0,73 1.255 7,82
2026-04-28 13F WJ Wealth Management, LLC 2.769 6,91 244 16,19
2026-02-10 13F Argent Trust Co 84.467 3,17 6.856 15,09
2026-02-02 13F Legacy Edge Advisors, LLC 7.169 582
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 94.707 -49,80 8.349 -45,47
2026-04-27 13F Smith & Howard Wealth Management, LLC 3.863 -11,03 341 -3,41
2026-04-13 13F Pettinga Financial Advisors, LLC 50.123 -59,83 4.419 -56,38
2026-04-28 13F Stephens Inc /ar/ 273.835 -4,45 24.141 3,78
2026-04-14 13F Legacy Trust 3.465 305
2026-02-02 13F Blalock Williams, Llc 5.380 17,29 437 30,93
2026-02-17 13F Bank Of America Corp /de/ 30.270.516 -1,72 2.457.058 9,63
2026-04-22 13F Vicus Capital 26.754 -21,06 2.359 -14,25
2026-02-12 13F Altiora Financial Group, LLC 0 -100,00 0
2026-02-13 13F Headlands Technologies LLC 29.725 25,71 2.413 40,23
2026-04-23 13F CWM Advisors, LLC 121 0,00 11 11,11
2026-02-11 13F Clifford Swan Investment Counsel Llc 0 -100,00 0
2026-02-17 13F Two Sigma Securities, Llc 18.692 13,30 1.517 26,42
2026-02-10 13F Principia Wealth Advisory, LLC 54.670 13,57 4.438 26,70
2026-01-28 13F Clarity Financial LLC 9.428 -5,90 765 4,94
2026-01-30 13F Durante & Waters, Llc 7.380 2,50 599 14,53
2026-04-15 13F Financial Management Professionals, Inc. 1.000 0,00 88 8,64
2026-02-17 13F Lazard Asset Management Llc 5.702 463
2026-02-13 13F Bluedoor Private Wealth, Llc 54.981 4.463
2026-02-13 13F Level Four Advisory Services, Llc 62.038 54,44 5.036 72,25
2026-01-13 13F Argentarii, LLC 71.525 5.806
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 154.264 91,79 13.600 108,32
2026-02-17 13F Tcw Group Inc 7.595 616
2026-04-08 13F Moulton Wealth Management, Inc 6.006 529
2026-02-17 13F Mercer Global Advisors Inc /adv 779.157 8,46 63.277 21,05
2026-02-17 13F Courage Capital Management Llc 28.000 0,00 2 0,00
2026-04-22 13F TPG Advisors LLC 25.592 -16,02 2.256 -8,77
2026-02-02 13F Nkcfo Llc 279.400 0,00 23 10,00
2026-02-05 13F Compass Financial Group, Inc. 42.972 -3,34 3.488 7,82
2026-04-13 13F Hm Payson & Co 761 0,00 67 9,84
2026-04-21 13F North Forty Two & Co. 11.054 0,45 975 9,07
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 53.797 15,26 4.743 25,18
2026-01-20 13F Wealth Management Associates, Inc. 17.768 -0,56 1.442 10,92
2026-02-02 13F Summit Place Financial Advisors, LLC 104.003 -4,82 8.442 6,16
2026-04-15 13F Occidental Asset Management, LLC 2.787 246
2026-02-20 13F Sunbelt Securities, Inc. 262.168 -37,88 21.280 -30,71
2026-04-28 13F WESPAC Advisors, LLC 23.826 -29,21 2.100 -23,11
2026-02-03 13F Pilgrim Partners Asia Pte Ltd 26.890 35,60 2.183 51,21
2026-04-20 13F Brandywine Oak Private Wealth Llc 9.000 -0,86 793 7,74
2026-04-06 13F Old Port Advisors 142.136 -1,91 12.531 6,53
2026-04-28 13F Core Wealth Advisors, Llc 0 -100,00 0
2026-04-08 13F Arlington Trust Co LLC 36.756 0,00 3.240 8,62
2026-04-29 13F Rocky Mountain Advisers, Llc 400 0,00 35 9,38
2026-02-17 13F Northern Trust Corp 4.539.672 5,29 368.485 17,45
2026-04-16 13F Upper Left Wealth Management, LLC 159.080 -14,45 14.024 -7,09
2026-04-23 13F Interchange Capital Partners, LLC 43.470 -30,64 2.558 -49,72
2026-02-12 13F Principal Securities, Inc. 107.106 29,41 8.694 44,35
2026-02-17 13F Schrum Private Wealth Management LLC 7.450 3,23 605 15,05
2026-04-14 13F Lee-Kelleher Wealth Management 2.571 0,00 227 8,65
2026-01-21 13F Y.D. More Investments Ltd 28.000 0,00 2.273 11,54
2026-04-14 13F Sterling Investment Advisors Llc /adv 8.061 -0,12 711 8,40
2026-04-13 13F Mkd Wealth Coaches, Llc 4.654 0,00 410 8,75
2026-04-28 13F Stratos Wealth Advisors, LLC 32.123 -7,72 2.832 0,21
2026-02-13 13F Financial Sense Advisors, Inc. 66.128 -6,83 5.368 3,93
2026-02-13 13F Missouri Trust & Investment Co 900 -10,00 73 1,39
2026-04-09 13F Cliftonlarsonallen Wealth Advisors, Llc 15.492 0,28 1.366 8,94
2026-04-20 13F Independent Wealth Network Inc. 15.982 -7,12 1.409 0,86
2026-01-27 13F Journey Advisory Group, LLC 7.276 -2,68 591 8,46
2026-02-13 13F Kcm Investment Advisors Llc 14.628 -15,76 1.187 -6,02
2026-04-29 13F Montag A & Associates Inc 1.000 0,00 88 8,64
2026-02-13 13F Genesis Wealth Advisors, LLC 6.326 0,00 513 11,52
2026-02-17 13F Raymond James Financial Inc Call 1.000 65
2026-04-16 13F True Vision MN LLC 14.044 -61,89 1.238 -58,60
2026-04-20 13F Longview Financial Advisors, Inc. 333 29
2026-02-17 13F Raymond James Financial Inc 5.648.490 0,39 458.489 11,98
2026-04-20 13F Dopkins Wealth Management, Llc 2.866 -31,53 253 -25,66
2026-04-02 13F Fulcrum Equity Management 4.560 2,10 402 11,05
2026-02-10 13F Lido Advisors, LLC 102.884 0,62 7.533 1,24
2026-04-29 13F CFS Investment Advisory Services, LLC 4.637 -11,84 424 -0,70
2026-04-13 13F Compass Ion Advisors, LLC 8.520 2,72 751 11,59
2026-04-15 13F Perkins Coie Trust Co 35.110 0,00 3.095 8,60
2026-02-13 13F Potomac Fund Management Inc /adv 5.352 -18,61 434 -9,21
2026-02-13 13F Chevy Chase Trust Holdings, Inc. 1.611.822 -4,66 130.832 6,35
2026-02-04 13F Nwam Llc 16.123 -13,65 1.502 -0,99
2026-02-05 13F Avantax Planning Partners, Inc. 5.131 0,00 416 11,53
2026-02-17 13F Jump Financial, LLC 16.531 1.342
2026-01-26 13F Keystone Wealth Services, LLC 22.368 7,67 1.816 20,12
2026-02-12 13F Miller Financial Services LLC 2.727 -1,45 221 9,95
2025-11-13 13F Obsidian Personal Planning Solutions LLC 3.382 0,00 255 20,95
2026-04-27 13F Evolution Wealth Management Inc. 432 40,26 38 52,00
2026-02-17 13F Css Llc/il 197.260 6,49 16.012 18,78
2026-02-06 13F Associated Banc-corp 2.964 7,74 241 20,00
2026-04-21 13F Magnolia Private Wealth, LLC 5.221 68,69 460 83,27
2026-04-20 13F Courier Capital Llc 42.659 -10,46 3.761 -2,77
2026-02-17 13F Sherman Porfolios, Llc 4.279 347
2026-04-06 13F Sincerus Advisory, LLC 5.133 -0,98 453 7,62
2026-04-09 13F Chemistry Wealth Management LLC 345.594 -1,04 30.468 7,48
2026-02-11 13F Vestor Capital, Llc 5.624 801,28 0
2026-04-20 13F Sowell Financial Services LLC 154.152 -24,65 13.590 -18,16
2026-04-17 13F First National Bank Sioux Falls 2.474 0,00 223 11,50
2026-01-16 13F Crewe Advisors LLC 1.015 34,08 82 49,09
2026-02-17 13F Creative Planning 790.808 -0,02 64.190 11,52
2026-02-09 13F Atlantic Trust, LLC 28.459 -4,80 2.310 6,21
2026-01-23 13F Galvin, Gaustad & Stein, LLC 7.735 1,05 628 12,57
2026-04-21 13F Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 0 -100,00 0
2026-02-10 13F DT Investment Partners, LLC 202.811 -0,91 16.462 10,54
2026-02-12 13F Ankerstar Wealth, LLC 284 23
2026-02-06 13F Vestmark Advisory Solutions, Inc. 62.651 176,15 5.085 208,18
2026-02-06 13F Keystone Financial Group 101.644 19,34 8.250 33,13
2026-04-24 13F Private Advisor Group, LLC 231.074 -10,01 20.371 -2,26
2026-04-24 13F Private Advisor Group, LLC Call 1.000 -33,33 4 -70,00
2026-04-28 13F Blossom Wealth Management 18.443 4,11 1.626 13,08
2026-04-17 13F James J. Burns & Company, LLC 3.435 0,00 303 8,63
2026-04-16 13F CPR Investments Inc. 109.312 56,24 9.637 69,71
2026-02-17 13F First Manhattan Co 20.966 48,70 1.702 65,79
2026-02-03 13F D.B. Root & Company, LLC 3.707 0,00 301 11,52
2026-03-04 13F Compass Financial Group, Inc. (Ohio) 7.610 618
2026-04-22 13F Joel Isaacson & Co., LLC 4.515 0,00 398 8,74
2026-04-07 13F G&S Capital LLC 2.830 0,00 249 8,73
2026-04-15 13F Optivise Advisory Services LLC 10.441 -8,07 921 -0,11
2026-02-09 13F Prairie Wealth Advisors, Inc. 0 -100,00 9.546 7,25
2026-04-28 13F Bogart Wealth, LLC 11.083 0,00 977 8,68
2026-02-12 13F Insigneo Advisory Services, Llc 52.162 6,82 4.234 19,14
2026-02-13 13F Ausdal Financial Partners, Inc. 58.347 -0,09 4.738 11,51
2026-02-17 13F Main Street Financial Solutions, LLC 32.020 -11,82 2.599 -1,63
2026-04-21 13F Morton Capital Management LLC/CA 151.645 -6,56 13.369 1,49
2026-02-02 13F JDM Financial Group LLC 55 0,00 4 0,00
2026-02-06 13F Copia Wealth Management 6.450 1,32 524 12,96
2026-02-17 13F Evergreen Wealth Solutions, LLC 2.499 203
2026-04-14 13F Beacon Investment Advisory Services, Inc. 971.659 4,88 85.661 13,91
2026-04-24 13F Whelan Financial 6.914 98,74 610 115,96
2026-02-02 13F Avidian Wealth Solutions, LLC 17.158 3,49 1.393 15,42
2026-02-09 13F Regimen Wealth, Llc 8.958 -0,96 727 10,65
2026-02-12 13F Commonwealth Equity Services, Llc 3.538.226 0,60 287.198 112.526,27
2026-02-17 13F Cardiff Park Advisors, Llc 0 -100,00 0
2026-04-10 13F Magnus Financial Group LLC 9.006 38,87 794 50,76
2026-04-28 13F B.O.S.S. Retirement Advisors, LLC 0 -100,00 0
2026-02-10 13F Moors & Cabot, Inc. 31.432 10,28 2.551 23,00
2026-02-13 13F Plum Street Advisors, LLC 113.927 -4,50 9.247 6,53
2026-04-21 13F Systelligence, LLC 35.457 -61,62 3.126 -58,33
2026-04-20 13F Arta Finance Wealth Management LLC 23.440 36,33 2.066 48,10
2026-04-22 13F Janney Montgomery Scott LLC 874.505 -36,09 77 -30,63
2026-02-13 13F Wealth Dimensions Group, Ltd. 4.150 6,00 337 18,31
2026-04-10 13F High Probability Advisors, LLC 2.705 238
2026-02-12 13F Wescott Financial Advisory Group, LLC 14.006 0,00 1.137 11,48
2026-02-27 13F Strategic Investment Solutions, Inc. /IL 39.861 -17,86 3.236 -8,38
2026-04-06 13F GAMMA Investing LLC 5.261 160,32 464 182,32
2026-02-10 13F Three Bridge Wealth Advisors, LLC 197.895 -0,39 16.063 11,11
2025-11-13 13F Promus Capital, LLC 69.211 0,00 5.036 16,71
2026-04-21 13F Narus Financial Partners, LLC 20.224 0,44 1.783 9,06
2026-02-06 13F Larson Financial Group LLC 19.567 98,85 1.588 121,79
2026-01-23 13F Sage Mountain Advisors LLC 32.753 -0,80 2.659 10,66
2026-02-17 13F Fmr Llc 22.414.658 1,93 1.819.398 13,70
2026-02-06 13F Americana Partners, LLC 27.609 1,43 2.241 13,18
2026-01-28 13F Cadinha & Co Llc 526.701 -0,38 42.752 11,12
2026-04-24 13F Mackay Shields Llc 390.150 -17,86 34.396 -10,79
2026-04-22 13F Storen Legacy Partners, LLC 24.845 2.190
2026-02-20 13F White Knight Strategic Wealth Advisors, LLC 8.769 45,21 712 61,96
2026-04-10 13F Quaker Wealth Management, LLC 0 -100,00 0
2026-04-08 13F Ccg Wealth Management, Llc 77.933 379,91 6.871 421,24
2026-04-17 13F Bellecapital International Ltd. 50.605 5,43 4.461 14,53
2026-02-02 13F Ashton Thomas Securities, Llc 33.668 -1,66 2.728 9,47
2026-04-15 13F BDFS Capital LLC 4.301 27,25 379 38,32
2026-01-13 13F Stephens Consulting, LLC 760 0,00 62 10,91
2026-01-13 13F Two West Capital Advisors LLC 7.035 1,91 571 7,13
2026-01-21 13F Newbridge Financial Services Group, Inc. 940 0,00 76 11,76
2026-04-16 13F Fiduciary Advisors, Inc. 256 0,00 23 10,00
2026-02-05 13F AlphaCore Capital LLC 25.976 96,40 2.108 119,13
2026-02-10 13F Fiduciary Family Office, Llc 5.249 0,00 426 11,81
2026-02-17 13F Keebeck Wealth Management, LLC 43.540 6,50 3.534 18,83
2026-04-09 13F ASL Financial, LLC 36.623 17,60 3.229 20,04
2026-04-08 13F Community Financial Services Group, LLC 2.796 251
2026-02-13 13F Neuberger Berman Group LLC 1.162.978 -3,54 94.399 7,59
2026-02-17 13F Fwl Investment Management, Llc 24.966 -0,99 2.026 10,47
2026-04-16 13F Cambridge Advisors Inc. 6.883 0,00 607 8,60
2026-01-30 13F Simplicity Wealth,LLC 36.011 -47,76 2.923 -41,73
2026-02-20 13F Kovitz Investment Group Partners, LLC 5.943 -99,05 482 -98,95
2026-04-08 13F Fermata Advisors, LLC 71.807 -12,82 6.331 -5,31
2026-02-06 13F Resona Asset Management Co.,Ltd. 135.608 0,00 11.007 11,54
2026-02-23 13F Wealth Preservation Advisors, LLC 828 0,00 67 11,67
2026-02-25 13F Kw Wealth Management Llc 6.614 5,39 537 17,54
2026-04-16 13F Heck Capital Advisors, LLC 65.098 26,86 5.739 37,79
2026-04-22 13F Princeton Global Asset Management LLC 766 0,00 68 8,06
2026-01-27 13F Summit Financial Wealth Advisors, LLC 0 -100,00 0
2026-01-27 13F Meritage Portfolio Management 7.760 0,00 630 11,52
2026-04-22 13F Investment Advisory Group, LLC 5.564 -7,44 491 0,62
2026-04-10 13F Northside Capital Management, LLC 48.047 0,00 4.236 8,62
2026-04-16 13F Balboa Wealth Partners 3.648 0,41 322 9,18
2026-04-20 13F Verus Financial Partners, Inc. 30.161 0,00 2.719 -5,26
2026-04-22 13F Old Point Trust & Financial Services N A 9.250 -4,64 815 3,56
2026-04-27 13F Td Private Client Wealth Llc 24.470 -6,10 2.157 1,99
2026-02-25 13F Tempo Wealth, LLC 4.908 398
2026-02-17 13F Hyposwiss Advisors SA 4.090 332
2026-02-05 13F Bessemer Group Inc 92.131 -0,35 7 16,67
2026-02-04 13F BEAM Asset Management, LLC 17.531 -1,51 1.423 9,81
2026-04-21 13F Alpine Bank Wealth Management 3.461 0,00 305 8,93
2026-04-29 13F KERR FINANCIAL PLANNING Corp 2.003 42,77 173 36,22
2026-01-29 13F Klingman & Associates, LLC 6.313 -2,92 512 8,25
2026-04-02 13F Noble Wealth Management PBC 21.650 -2,42 1.909 5,94
2026-04-15 13F Wormser Freres Gestion 35.220 14,41 3.105 21,82
2026-02-17 13F Coastal Bridge Advisors, LLC 278.128 -0,53 22.576 10,95
2026-02-06 13F/A Rathbone Brothers plc 54.428 -8,17 4.418 2,41
2026-04-27 13F Rochester Wealth Strategies, LLC 83.839 -17,43 7.391 -10,31
2026-02-02 13F Sachetta, LLC 28.368 -34,60 2.303 -27,06
2026-02-10 13F Crescent Grove Advisors, LLC 95.433 1,05 7.746 12,72
2026-02-03 13F Alpha Cubed Investments, LLC 5.035 0,00 409 11,48
2026-02-06 13F Forefront Wealth Partners, LLC 0 -100,00 0
2026-02-13 13F Arete Wealth Advisors, LLC 14.547 -12,24 1 0,00
2026-04-29 13F Penobscot Investment Management Company, Inc. 2.288 202
2026-02-13 13F Pin Oak Investment Advisors Inc 3.636 -21,57 0 -100,00
2026-01-27 13F Sterling Financial Planning, Inc. 257.929 -5,64 20.936 5,25
2026-04-07 13F First Financial Corp /in/ 715 0,00 63 8,62
2026-02-06 13F Synergy Investment Management, LLC 62.675 4,58 5.087 16,65
2026-02-05 13F Atria Investments Llc 228.581 1,64 18.554 13,37
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-02-05 13F May Hill Capital, LLC 61.912 130,95 5.025 157,69
2026-04-21 13F PDS Planning, Inc 13.301 0,19 1.173 8,82
2026-02-13 13F Centerpoint Advisors, LLC 1.014 0,00 0
2026-04-22 13F KG&L Capital Management,LLC 3.303 -16,84 291 -9,63
2026-04-08 13F Capital Advisors Wealth Management, LLC 22.497 -21,48 1.983 -14,71
2026-04-24 13F Essex Financial Services, Inc. 16.727 10,26 1.475 19,74
2026-04-02 13F Crumly & Associates Inc. 4.797 -14,95 423 -7,66
2026-02-23 13F Beaird Harris Wealth Management, LLC 3.264 0,00 265 11,39
2026-02-13 13F Morgan Stanley 24.895.743 0,24 2.020.788 11,81
2026-04-13 13F Armstrong, Fleming & Moore, Inc 6.839 0,13 603 8,66
2026-01-16 13F Worth Financial Advisory Group, LLC 19.567 1.588
2026-04-27 13F Sharp Financial Services, LLC 35.190 1,27 3.102 10,00
2026-04-29 13F Strategic Blueprint, LLC 81.897 -39,25 7.220 -34,02
2026-04-20 13F Fiduciary Alliance LLC 8.201 79,30 740 99,46
2026-04-24 13F Acorn Financial Advisory Services Inc /adv 483.758 3,06 42.648 11,93
2026-01-26 13F Valmark Advisers, Inc. 9.853 -6,12 800 4,72
2026-04-23 13F Strategic Point Investment Advisors, LLC 534.548 0,25 47.126 8,88
2026-02-03 13F Cassaday & Co Wealth Management LLC 5.930 14,52 481 27,93
2026-02-06 13F Planning Alternatives Ltd /adv 4.639 377
2026-02-11 13F Boyer & Corporon Wealth Management, LLC 298.176 24.203
2026-04-29 13F United Asset Strategies, Inc. 9.438 11,07 832 20,75
2026-02-12 13F Triumph Capital Management 480 0,00 39 11,76
2026-04-13 13F Massmutual Trust Co Fsb/adv 20.276 -29,43 1.788 -23,37
2025-11-13 13F Texas Capital Bancshares Inc/tx 1.222 89
2026-02-04 13F Ameritas Advisory Services, LLC 55.665 -28,11 4.518 -19,81
2026-02-17 13F Prosperity Consulting Group, LLC 4.224 17,89 343 31,54
2026-04-24 13F United Community Bank 40.841 -19,42 3.601 -12,49
2026-02-13 13F Veridan Wealth LLC 0 -100,00 0
2026-02-09 13F Fidelis Capital Partners, LLC 55.025 4,18 4.466 16,21
2026-02-11 13F Lyell Wealth Management, Lp 3.517 0,00 285 11,76
2026-01-30 13F Us Bancorp \de\ 423.089 -1,47 34.342 9,90
2026-04-14 13F Valicenti Advisory Services Inc 4.180 -7,21 0
2026-04-28 13F Hillcrest Wealth Advisors - NY, LLC 4.650 0,00 410 8,49
2026-02-09 13F Hutchinson Capital Management/ca 23.132 0,00 1.878 11,53
2026-02-12 13F Crcm Lp 719.722 83,28 58.420 104,44
2026-02-05 13F Rossmore Private Capital 5.540 450
2026-04-14 13F Bayshore Capital Advisors, LLC 28.370 2.501
2026-04-10 13F First Bank & Trust 13.985 3,16 1.233 12,00
2026-02-17 13F/A Vance Wealth, Inc. 3.191 -29,09 259 -21,10
2026-04-22 13F Wiser Advisor Group LLC 27 0,00 2 0,00
2026-02-10 13F Godfrey Financial Associates, Inc. 312 25
2026-02-10 13F MainStreet Investment Advisors LLC 14.421 -50,45 1.171 -44,76
2026-01-21 13F Pacific Point Advisors, LLC 68.862 0,00 5.590 11,53
2026-01-28 13F Grant Street Asset Management, Inc. 3.421 -90,01 278 -88,88
2026-04-23 13F Narwhal Capital Management 671.733 -0,13 59.220 8,47
2026-04-28 13F Interactive Financial Advisors 17.951 3,98 1.583 12,92
2026-02-04 13F Fourth Dimension Wealth, LLC 449 4,66 36 16,13
2026-04-17 13F Values First Advisors, Inc. 23.891 10,22 2.106 19,73
2026-02-17 13F Laird Norton Trust Company, Llc 48.397 3.928
2026-01-23 13F Bridgewater Advisors Inc. 4.435 -0,85 403 20,30
2026-04-08 13F First Heartland Consultants, Inc. 9.129 -47,99 805 -43,54
2026-04-22 13F Louisbourg Investments Inc. 140 0,00 12 9,09
2026-04-29 13F Frankly Finances, LLC 15.868 0,00 1.399 8,54
2026-02-09 13F Koesten, Hirschmann & Crabtree, INC. 0 -100,00 0
2026-04-02 13F Silverleafe Capital Partners, LLC Call 16.900 1.490
2026-04-02 13F Silverleafe Capital Partners, LLC 115.882 -6,52 10.216 1,53
2025-11-14 13F EFG Asset Management (Americas) Corp. 154.906 -0,81 11.273 15,74
2026-04-20 13F Provenance Wealth Advisors, LLC 15.344 1,86 1.353 10,64
2026-02-13 13F Pinnacle Wealth Planning Services, Inc. 7.455 0,19 605 11,83
2026-02-11 13F Cypress Capital Group 274.500 1,48 22.281 13,19
2026-02-04 13F Hirtle Callaghan & Co LLC 11.452 -7,66 930 2,99
2026-04-20 13F Naples Global Advisors, Llc 5.213 -4,58 460 3,61
2026-04-22 13F Uniting Wealth Partners, LLC 42.615 1,14 3.757 9,82
2026-04-09 13F Kwmg, Llc 3.064 0,00 270 8,87
2026-04-23 13F Oppenheimer & Co Inc 31.027 -6,72 2.735 1,33
2026-04-21 13F Chapin Davis, Inc. 4.525 0,00 399 8,45
2026-04-22 13F Union Bancaire Privee, UBP SA 3.385 -49,29 218 -46,29
2026-04-20 13F Christensen, King & Associates Investment Services, Inc. 5.209 -2,40 459 6,00
2026-02-05 13F Center for Financial Planning, Inc. 878 3,29 71 16,39
2026-04-22 13F Barnes Dennig Private Wealth Management LLC 5.494 1,53 484 10,25
2026-02-04 13F Advisor OS, LLC 5.381 -4,66 437 6,34
2026-01-27 13F Beacon Bridge Wealth Partners, LLC 66.804 52,39 5.422 69,97
2026-02-17 13F Boreal Capital Management LLC 2.199 -29,18 178 -20,89
2026-04-13 13F CJM Wealth Advisers, Ltd. 12.814 29,29 1.130 40,42
2026-02-17 13F Tudor Investment Corp Et Al 252.905 -6,49 20.528 4,31
2026-02-14 13F American Trust 38.446 -39,79 3.121 -32,85
2026-04-01 13F Burkett Financial Services, Llc 1.730 -9,90 153 -1,94
2026-01-20 13F Ethos Financial Group, LLC 4.819 0,00 391 11,71
2026-02-11 13F Lifestyle Asset Management, Inc. 0 -100,00 0
2026-04-27 13F Argos Wealth Advisors, LLC 430.216 -0,51 37.928 8,06
2026-02-17 13F Cape Investment Advisory, Inc. 4.441 66,58 360 85,57
2026-02-10 13F Acorn Wealth Advisors, LLC 4.422 -10,59 359 -0,28
2026-02-12 13F Colonial Trust Advisors 3.229 13,94 262 27,18
2026-01-28 13F Barrett & Company, Inc. 1.008 0,80 82 12,50
2026-04-28 13F SBI Securities Co., Ltd. 132.995 13,53 11.725 23,31
2026-02-04 13F LRI Investments, LLC 6.290 -3,94 511 7,14
2026-04-08 13F Lineweaver Wealth Advisors, LLC 91.739 -3,37 8.088 4,94
2026-04-21 13F Colony Family Offices, LLC 11.820 0,00 1.042 8,65
2026-01-23 13F Assetmark, Inc 1.044.313 44,01 84.767 60,64
2026-02-03 13F Orion Capital Management LLC 1.051 -12,49 85 -2,30
2026-02-10 13F Advisor Resource Council 10.976 961
2026-02-05 13F Isthmus Partners, Llc 0 -100,00 0
2026-02-12 13F CIBC Private Wealth Group, LLC 2.735.976 3,19 222.079 15,10
2026-04-16 13F Financial Management Network Inc 64.780 -3,30 5.812 6,39
2026-02-09 13F Roundview Capital LLC 40.893 8,97 3.319 21,58
2026-02-10 13F Sittner & Nelson, Llc 816 76
2026-04-28 13F Steigerwald, Gordon & Koch Inc. 1.267 0,00 112 8,82
2026-02-05 13F R.P. Boggs & Co. 8.748 -4,53 710 6,61
2026-01-22 13F TSA Wealth Managment LLC 75.630 -2,96 6.139 8,23
2026-02-13 13F Truvestments Capital Llc 759 3,12 62 15,09
2026-04-08 13F Towerpoint Wealth, LLC 45.991 -9,98 4.055 -2,22
2026-04-16 13F Brookstone Capital Management 248.381 -14,28 21.897 -6,90
2026-01-21 13F Crews Bank & Trust 1.350 -0,22 110 11,22
2026-01-26 13F AE Wealth Management LLC 77.191 6,07 6.266 18,30
2026-04-28 13F Robertson Stephens Wealth Management, LLC 18.879 -7,63 1.664 0,36
2026-04-10 13F OMNI 360 Wealth, Inc. 0 -100,00 0
2026-02-18 13F/A Virtue Capital Management, LLC 2.812 229
2026-04-29 13F TriaGen Wealth Management LLC 88.036 -1,06 7.761 7,46
2026-04-16 13F Quotient Wealth Partners, LLC 4.840 -12,27 427 -4,70
2026-01-30 13F Valued Wealth Advisors LLC 835 -0,60 68 9,84
2026-02-17 13F Optiver Holding B.V. 0 -100,00 0
2026-04-20 13F LS Investment Advisors, LLC 2.925 -7,29 258 0,39
2026-04-21 13F Armbruster Capital Management, Inc. 7.525 -18,65 663 -11,60
2026-02-11 13F Entelevest, LLC 7.907 642
2026-02-13 13F Independent Family Office, LLC 0 -100,00 0
2026-02-17 13F Ameriflex Group, Inc. 624 106,62 51 138,10
2026-04-24 13F Stegent Equity Advisors, Inc. 7.832 0,00 690 8,66
2026-02-11 13F Ipsen Advisor Group LLC 39.784 -5,78 3.229 6,01
2026-02-13 13F Resources Investment Advisors, LLC. 1.358.533 -0,29 110.272 11,23
2026-04-17 13F Baker Ellis Asset Management LLC 5.500 -15,38 485 -8,16
2026-02-13 13F Cozad Asset Management Inc 9.489 3,26 770 15,27
2026-02-03 13F Virtus Family Office LLC 30.065 2,89 2.440 14,77
2026-04-22 13F Smallwood Wealth Investment Management, LLC 454 0,00 40 11,11
2026-04-22 13F Spirepoint Private Client, Llc 0 -100,00 0
2026-01-29 13F Calamos Wealth Management LLC 4.486 44,06 364 61,06
2026-02-04 13F Bridgewealth Advisory Group, LLC 35.297 12,86 2.865 25,93
2026-01-26 13F DBK Financial Counsel, LLC 5.517 -9,35 448 1,13
2026-01-29 13F Sanctuary Advisors, LLC 949.929 6,95 77.106 19,29
2026-02-13 13F Alliance Private Wealth, LLC 4.708 438
2025-11-10 13F/A Flaharty Asset Management, LLC 0 -100,00 0
2026-02-11 13F Capital Group Private Client Services, Inc. 417.576 5,38 33.895 17,55
2025-11-12 13F Alpha Zero LLC 55.521 3,50 4.040 20,78
2026-02-06 13F Kingdom Financial Group LLC. 1.200 97
2026-02-10 13F Camden National Bank 90.276 -2,69 7.328 8,55
2026-04-13 13F GoalVest Advisory LLC 250 0,00 22 10,00
2026-04-27 13F Liberty Atlantic Advisors LLC 2.371 209
2026-04-29 13F WealthPLAN Partners, LLC 3.091 -18,57 273 -11,69
2026-02-03 13F Insight 2811, Inc. 3.755 -2,34 305 8,96
2026-04-10 13F Naviter Wealth, LLC 27.491 -3,18 2.424 5,16
2026-02-10 13F Twin Peaks Wealth Advisors, LLC 30.709 11,14 2.937 46,07
2026-04-07 13F Signaturefd, Llc 21.158 -12,19 1.865 -4,60
2026-01-28 13F Salomon & Ludwin, LLC 438 0,00 37 12,50
2026-04-28 13F Golden State Equity Partners 42.200 83,91 3.720 99,79
2026-02-03 13F Legacy Wealth Managment, LLC/ID 20 0,00 2 0,00
2026-02-13 13F Allianz Se 1.233.566 3,96 100.129 15,95
2026-04-20 13F First PREMIER Bank 23.401 -0,06 2 100,00
2026-04-23 13F Intrua Financial, LLC 9.712 -60,21 856 -56,79
2026-04-24 13F Swmg, Llc 10.823 -53,55 954 -56,08
2026-04-24 13F Keybank National Association/oh 3.617.414 -2,45 318.911 5,95
2026-04-24 13F Medallion Wealth Advisors, LLC 2.930 243,49 258 273,91
2026-04-29 13F Signet Private Wealth LLC 2.614 230
2026-04-20 13F Eagle Strategies LLC 44.328 -14,01 3.908 -6,62
2026-02-13 13F Bank Of Nova Scotia 21.481 110,58 1.744 134,91
2026-02-17 13F Evercore Wealth Management, LLC 625.719 1,00 50.790 12,66
2026-04-09 13F TruWealth Advisors, LLC 240.881 1,89 21.236 10,67
2026-02-06 13F Empirical Asset Management, LLC 5.577 -4,96 453 5,85
2026-04-13 13F E Fund Management Co., Ltd. 149.964 -60,77 13.221 -44,54
2026-02-13 13F McAdam, LLC 10.988 45,34 892 62,00
2026-02-10 13F Bruce G. Allen Investments, LLC 1.930 -7,03 157 3,31
2026-04-20 13F Tanglewood Wealth Management, Inc. 917.288 -11,97 80.868 -4,39
2026-01-26 13F Dynamic Financial Group 7.602 -3,37 617 7,87
2025-11-14 13F WNY Asset Management, LLC 3.361 245
2026-02-12 13F Proficio Capital Partners LLC 2.127.021 -6,16 172.650 4,67
2026-02-17 13F Chokshi & Queen Wealth Advisors, Inc 0 -100,00 0 -100,00
2026-02-02 13F Cornerstone Planning Group LLC 24.187 5,79 2.449 41,34
2026-04-10 13F Granite FO LLC 2.565 0,00 226 8,65
2026-04-27 13F Independent Solutions Wealth Management, LLC 40.613 -52,98 3.580 -48,94
2026-01-26 13F West Wealth Group, LLC 75.614 8,69 6.138 11,22
2026-04-17 13F Certified Advisory Corp 5.834 -1,57 514 6,86
2026-02-03 13F Capital City Trust Co/fl 2.806 0,00 228 11,27
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 6.845 -1,98 603 6,54
2026-04-22 13F Quintet Private Bank (Europe) S.A. 0 -100,00 0
2026-04-14 13F Twelve Points Wealth Management LLC 39.432 4,59 3.476 8,63
2026-01-27 13F Asset Management One Co., Ltd. 30.050 -14,27 2.444 -4,16
2026-02-13 13F Kayne Anderson Rudnick Investment Management Llc 17.369 -5,79 1.409 6,10
2026-02-03 13F Mma Asset Management Llc 0 -100,00 0
2026-04-06 13F WASHINGTON TRUST Co 6.510 -13,32 574 -5,91
2026-01-26 13F Northwest Capital Management Inc 2.924 -68,05 237 -64,41
2026-02-13 13F Sargent Investment Group, LLC 2.874 233
2026-02-12 13F Elevation Wealth Management LLC 2.765 224
2026-02-17 13F Wealth Analytics Partners, LLC 2.783 226
2026-04-23 13F Ameliora Wealth Management Ltd. 12.500 0,00 1.102 8,68
2026-04-29 13F Compass Financial Group, INC/SD 3.811 17,19 336 27,38
2026-04-22 13F Ariston Services Group 0 -100,00 11.055 7,30
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 13.662 34,79 1.204 46,47
2026-02-09 13F Allstate Corp 19.280 -39,57 1.565 -32,62
2026-02-11 13F Stirlingshire Investments, Inc. 3.942 320
2026-02-09 13F Bleakley Financial Group, LLC 26.577 1,52 2.157 13,23
2026-02-05 13F Richard Young Associates, Ltd. 2.538 206
2026-04-06 13F Versant Capital Management, Inc 68.727 -1,45 6.059 7,03
2026-01-26 13F Cwm, Llc 1.954.113 3,02 159 14,49
2026-01-29 13F Howard Wealth Management, Llc 2.872 2,13 233 14,22
2026-02-17 13F Asset Management Group, Inc. 3.225 0,00 262 11,54
2026-02-13 13F TRUE Private Wealth Advisors 36.905 0,03 2.996 11,59
2026-02-17 13F Janus Henderson Group Plc 2.915 -61,46 237 -57,09
2026-02-11 13F Atlanta Consulting Group Advisors, LLC 3.484 0,00 283 11,46
2026-04-17 13F Boston Private Wealth Llc 8.152 0,00 719 8,62
2026-02-13 13F Venture Visionary Partners LLC 2.756 -3,30 224 7,73
2026-04-28 13F Hoey Investments, Inc 175 0,00 15 7,14
2026-01-21 13F Woodmont Investment Counsel Llc 5.187 -19,42 421 -10,04
2026-02-06 13F BOK Financial Private Wealth, Inc. 60.999 0,00 4.951 11,56
2026-02-12 13F Front Row Advisors LLC 350 0,00 28 12,00
2026-04-15 13F Milestone Asset Management, Llc 25.659 186,18 2.262 211,14
2026-01-23 13F Rsm Us Wealth Management Llc 95.138 -7,32 7.774 4,07
2026-02-11 13F Parallel Advisors, LLC 61.908 9,72 5.025 22,38
2026-02-12 13F Bank Of Montreal /can/ 400.129 -62,45 32.478 -58,12
2026-04-29 13F Axxcess Wealth Management, Llc 671.507 -13,53 59.200 -6,08
2026-04-16 13F Evolve Private Wealth, Llc 240.561 -7,60 21.208 0,36
2026-01-21 13F West Paces Advisors Inc. 4.815 0,00 391 11,43
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 600.475 30,71 34.140 -12,72
2026-01-07 13F American Asset Management Inc. 6.035 34,92 490 50,46
2026-04-28 13F Ntv Asset Management Llc 175.309 -3,69 15.455 4,60
2026-01-22 13F Bartlett & Co. Wealth Management Llc 1.466 -1,08 119 10,28
2026-02-02 13F Eq Wealth Advisors, Llc 60.516 -1,05 4.912 10,38
2026-02-05 13F S&co Inc 17.174 0,00 1 0,00
2026-02-09 13F White Lighthouse Investment Management Inc. 206.671 -4,16 16.775 6,90
2026-04-29 13F Solidarilty Wealth, LLC 7.087 0,00 625 8,52
2026-04-09 13F Secure Asset Management, LLC 4.295 -9,04 379 -1,31
2026-04-28 13F Integrated Advisors Network LLC 17.148 -65,59 1.512 -62,64
2026-04-15 13F Sowa Financial Group, Inc. 296.941 -25,11 26 -18,75
2026-02-13 13F First National Bank Of Omaha 22.983 1.878
2026-04-28 13F Whittier Trust Co 56.945 -11,79 4.989 -8,68
2026-02-13 13F Integrity Financial Corp /WA 2.904 3,75 236 15,76
2026-04-24 13F Sumitomo Mitsui DS Asset Management Company, Ltd 126.067 -26,21 11.114 -19,85
2026-04-22 13F Sylvest Advisors, LLC 2.800 0,00 247 8,37
2026-02-17 13F Greenline Partners, LLC 99.834 -22,70 8.104 -13,77
2026-04-28 13F Red Mountain Financial, LLC 43.332 -2,35 3.820 6,05
2026-02-13 13F National Bank Of Canada /fi/ 636.116 0,87 51.621 12,52
2026-02-06 13F Mjp Associates Inc /adv 3.307 0,00 268 11,67
2026-02-11 13F Fund Evaluation Group, LLC 0 -100,00 0
2025-11-13 13F Herold Advisors, Inc. 0 -100,00 0 -100,00
2026-02-10 13F Vantus Wealth LLC 4.813 391
2026-04-24 13F Stock Yards Bank & Trust Co 26.970 0,23 2.378 8,84
2026-04-13 13F Cyndeo Wealth Partners, LLC 247.820 -6,71 21.848 1,32
2026-01-23 13F Avion Wealth 871 0,00 0
2026-02-09 13F HBK Sorce Advisory LLC 7.714 6,25 719 25,04
2026-04-28 13F Stratos Wealth Partners, LTD. 565.578 48,06 49.861 60,82
2026-04-29 13F Koa Wealth Management, LLC 6.282 -14,30 554 -6,90
2026-04-10 13F Sulzberger Capital Advisors, Inc. 3.031 0,00 267 8,54
2026-02-10 13F Eq Llc 73.212 3,60 5.943 15,56
2026-01-14 13F Worth Asset Management, LLC 0 -100,00 0 -100,00
2026-02-03 13F Costello Asset Management, INC 646 223,00 52 271,43
2026-02-17 13F Signature Equity Partners, LLC 335 27
2026-02-10 13F SCS Capital Management LLC 27.159 217,35 2.204 254,34
2026-04-27 13F Meramec Financial Planners, LLC 256 0,00 23 0,00
2026-01-13 13F Stablepoint Partners, LLC 143.183 -3,18 11.622 8,00
2026-04-17 13F Union Savings Bank 2.106 0,00 186 8,82
2026-01-27 13F Checchi Capital Advisers, LLC 358.431 -13,58 29.094 -3,61
2026-04-21 13F Pinnacle Associates Ltd 12.338 -1,60 1.088 6,88
2026-02-17 13F VestGen Advisors, LLC 67.884 -28,10 5.510 -19,80
2026-04-22 13F Midwest Financial Group LLC 6.997 22,99 617 33,62
2026-02-10 13F Madison Wealth Partners, Inc 3.795 -2,97 308 8,45
2026-01-15 13F 4J Wealth Management LLC 32.291 0,29 2.621 11,87
2026-02-12 13F Lbmc Investment Advisors, Llc 3.878 0,00 315 11,35
2026-04-15 13F Buttonwood Financial Group, LLC 36.039 -65,60 3.177 -64,28
2026-04-28 13F China Universal Asset Management Co., Ltd. 393.940 411,61 34.730 455,66
2026-04-24 13F Alken Asset Management Ltd. 0
2026-02-17 13F Family Management Corp 65.329 12,99 5.303 26,03
2026-02-13 13F Clarity Asset Management, Inc. 0 -100,00 0
2026-02-13 13F Tikvah Management LLC 82.230 0,00 6.675 11,55
2026-02-02 13F Sunesis Advisors, LLC 28.203 0,00 2.289 11,55
2026-04-27 13F Cape Ann Savings Bank 131.805 -8,10 11.620 -0,19
2026-02-06 13F Burling Wealth Partners, Llc 3.006 0,00 244 11,47
2026-02-17 13F Wealth Watch Advisors, INC 41.685 76,33 3.384 96,69
2026-04-22 13F Atlantic Edge Private Wealth Management, LLC 2.745 37,25 242 49,38
2026-02-09 13F Leavell Investment Management, Inc. 305.124 6,25 24.767 18,51
2026-04-17 13F Andina Capital Management, LLC 0 -100,00 0
2026-04-15 13F Parsons Capital Management Inc/ri 4.089 0,59 360 9,42
2026-02-12 13F Jane Street Group, Llc 392.927 345,58 31.894 397,01
2026-02-18 13F Garton & Associates Financial Advisors LLC 150 12
2026-01-30 13F Caldwell Securities, Inc 3.565 0,00 289 11,58
2026-02-12 13F Jane Street Group, Llc Put 303.000 81,55 24.595 102,50
2026-02-12 13F Jane Street Group, Llc Call 465.800 125,02 37.809 151,00
2026-02-17 13F Angeles Wealth Management, Llc 13.000 0,00 1.055 11,52
2026-04-16 13F Kure Advisory, LLC 88.188 -5,43 7.775 2,71
2026-04-15 13F Braun-Bostich & Associates Inc. 17.813 -40,04 1.570 -34,88
2026-02-09 13F Westover Capital Advisors, LLC 63.124 1,45 5.124 13,17
2026-04-16 13F Capital Investment Advisors, LLC 17.449 1,37 1.538 10,09
2026-04-23 13F Caliber Wealth Management, LLC / KS 4.197 8,98 370 18,59
2026-02-13 13F 1832 Asset Management L.P. 0 -100,00 0 -100,00
2026-02-11 13F Group One Trading, L.p. 0 -100,00 0
2026-04-21 13F Mayport, Llc 5.447 480
2026-04-07 13F CoreCap Advisors, LLC 12.222 -36,80 1.078 -31,36
2026-02-04 13F Dynamic Wealth Strategies, LLC 446 0,00 36 12,50
2026-02-11 13F Curtis Wealth Management Llc 15.602 1.485
2026-02-13 13F Ashford Capital Management Inc 2.850 0,00 231 11,59
2026-02-17 13F Clark Capital Management Group, Inc. 2.925 237
2026-04-17 13F Wealth Management Partners, LLC 182.860 -8,44 16.121 -0,56
2026-04-21 13F Highland Financial Advisors, LLC 133.472 7,83 11.767 17,11
2026-04-27 13F PFG Investments, LLC 20.365 -37,69 1.795 -32,34
2026-02-17 13F Edmond De Rothschild Holding S.a. 700 -93,88 57 -93,27
2026-04-21 13F RCS Financial Planning, LLC 0 -100,00 0
2026-04-28 13F Appleton Partners Inc/ma 10.392 -1,19 1
2026-02-13 13F Marino Management, LLC 149.479 12.214
2026-02-09 13F Valued Retirements, Inc. 35.201 -1,68 2.857 28,00
2026-01-30 13F Wealthfront Advisers Llc 45.639 21,68 3.705 35,73
2026-02-06 13F Cedar Wealth Management, LLC 13.365 0,00 1.085 11,52
2026-02-11 13F Cooper/haims Advisors, Llc 6.548 0,00 532 11,55
2026-04-03 13F Global Wealth Strategies & Associates 119.941 3,90 10.574 12,84
2026-04-23 13F Global Trust Asset Management, LLC 2.812 2,25 248 10,76
2026-02-17 13F Raymond James Financial Inc Put 0 -100,00 0
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 0 -100,00 0
2026-04-02 13F Hilltop National Bank 75.172 0,98 6.627 9,68
2026-02-10 13F Yukon Wealth Management, Inc. 2.626 244
2026-04-22 13F Financial Futures Ltd Liability Co. 5.906 33,74 521 45,25
2026-02-17 13F Millennium Management Llc 82.920 6.731
2026-02-05 13F Blume Capital Management, Inc. 920 -9,80 75 0,00
2026-02-09 13F Choate Investment Advisors 39.324 0,00 3.192 11,53
2026-04-09 13F Diversified Management Inc 17.940 1.582
2026-04-16 13F BridgePort Financial Solutions, LLC 44.884 -23,71 3.957 -17,13
2026-01-26 13F Asset Dedication, LLC 5.363 0,00 435 11,54
2026-04-27 13F Wealthstar Advisors, Llc 14.834 2,76 1.308 11,61
2026-04-27 13F Pensionmark Financial Group, Llc 172.856 -7,44 15.239 0,53
2026-02-06 13F Mach-1 Financial Group, Inc. 5.681 461
2026-04-13 13F IFP Advisors, Inc 566.853 -0,96 49.974 7,57
2026-02-11 13F Erste Asset Management GmbH 2.585.650 209.877
2026-04-08 13F Asempa Wealth Advisors 18.051 3,91 1.619 14,75
2026-02-18 13F Andrews Advisory Associates, LLC 16.688 1.355
2026-04-22 13F Gunderson Capital Management Inc. 0 -100,00 0
2026-04-21 13F Gilpin Wealth Management, Llc 57 159,09 5 400,00
2025-11-04 13F Guerra Advisors Inc 1.788 130
2026-04-13 13F Kelly Financial Services LLC 48.468 -63,46 4.273 -60,31
2026-02-11 13F CNB Bank 1.525 0,00 124 11,82
2026-02-17 13F Imprint Wealth LLC 3 -50,00 0
2026-04-15 13F WESPAC Advisors SoCal, LLC 59.124 885,89 5.212 972,43
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