Grundlæggende statistik
| Institutionelle ejere | 625 total, 625 long only, 0 short only, 0 long/short - change of 16,82% MRQ |
| Gennemsnitlig porteføljeallokering | 1.3139 % - change of -3,20% MRQ |
| Institutionelle aktier (lange) | 137.788.181 (ex 13D/G) - change of 32,44MM shares 30,80% MRQ |
| Institutionel værdi (lang) | $ 9.956.222 USD ($1000) |
Institutionelt ejerskab og aktionærer
American Century ETF Trust - Avantis International Equity ETF (US:AVDE) har 625 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 137,788,181 aktier. Største aktionærer omfatter Align Financial, LLC, Ameriprise Financial Inc, CI Private Wealth, LLC, Wealth Enhancement Advisory Services, Llc, Envestnet Asset Management Inc, American Century Companies Inc, LPL Financial LLC, Northwestern Mutual Wealth Management Co, Bank Of America Corp /de/, and Rockwood Wealth Management, LLC .
American Century ETF Trust - Avantis International Equity ETF (ARCA:AVDE) 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%.
The share price as of April 17, 2026 is 91,08 / share. Previously, on April 21, 2025, the share price was 66,05 / share. This represents an increase of 37,90% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
AI+ Ask Fintel’s AI assistant about American Century ETF Trust - Avantis International Equity ETF.
Select a question to share a public post with an AI-crafted answer.
Thinking of good questions…
Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
for at låse premium-data op og eksportere til Excel 
.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 42.040 | 64,44 | 3.461 | 71,54 | ||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Elevate Wealth Advisory, Inc | 224 | -0,44 | 18 | 5,88 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 8.949 | 19,66 | 1 | |||||
| 2026-02-12 | 13F | Haven Private, LLC | 33.134 | -1,45 | 2.728 | 2,83 | ||||
| 2026-02-09 | 13F | Diversified Portfolios, Inc. | 943.601 | 9,64 | 77.677 | 14,39 | ||||
| 2026-01-29 | 13F | Rockwood Wealth Management, LLC | 2.935.460 | 4,53 | 241.647 | 9,06 | ||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 1.700 | 0,00 | 140 | 3,73 | ||||
| 2026-04-16 | 13F | Mendota Financial Group, LLC | 33.996 | 15,44 | 2.884 | 18,98 | ||||
| 2026-02-04 | 13F | HORAN Wealth, LLC | 281.879 | 68,69 | 23.204 | 76,00 | ||||
| 2026-02-12 | 13F | Trailhead Planners LLC | 27.220 | 2.241 | ||||||
| 2026-02-18 | 13F | Crusonia Wealth Advisors LLC | 16.871 | 1.389 | ||||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 324.313 | -0,74 | 26.697 | 3,57 | ||||
| 2026-01-29 | 13F | True Link Financial Advisors, LLC | 2.720 | 224 | ||||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 3.885 | 23,73 | 320 | 29,15 | ||||
| 2026-02-17 | 13F | Herold Advisors, Inc. | 43.847 | 3,34 | 3.609 | 7,83 | ||||
| 2026-02-09 | 13F | Leavell Investment Management, Inc. | 11.108 | 107,12 | 914 | 116,08 | ||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 27.444 | 0,95 | 2.259 | 5,36 | ||||
| 2026-04-15 | 13F | Websterrogers Financial Advisors, Llc | 190.994 | -4,57 | 16.204 | -1,65 | ||||
| 2026-01-23 | 13F | Family Investment Center, Inc. | 244.033 | 3,64 | 20.089 | 8,13 | ||||
| 2026-02-04 | 13F | Clark Wealth Partners | 79.860 | 0,00 | 6.574 | 0,00 | ||||
| 2026-01-20 | 13F | Independence Bank of Kentucky | 120.597 | 54,91 | 9.928 | 61,62 | ||||
| 2026-01-23 | 13F | ABLE Financial Group, LLC | 104.255 | 7,94 | 8.582 | 12,62 | ||||
| 2026-01-14 | 13F | Accurate Wealth Management, LLC | 15.354 | 87,18 | 1.300 | 101,71 | ||||
| 2026-04-13 | 13F | Accelerate Investment Advisors LLC | 5.982 | 0,02 | 508 | 3,05 | ||||
| 2026-04-15 | 13F | ShankerValleau Wealth Advisors, Inc. | 89.788 | -2,49 | 7.618 | 0,49 | ||||
| 2026-02-10 | 13F | Western Reserve Capital Management, LLC | 80.557 | 6.631 | ||||||
| 2026-01-28 | 13F | Trademark Financial Management, LLC | 13.742 | 2,23 | 1.131 | 6,70 | ||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 196.609 | 4,84 | 16.185 | 9,38 | ||||
| 2026-02-17 | 13F | Trustmark National Bank Trust Department | 4.839 | 0,00 | 398 | 4,46 | ||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 11.046 | 2,35 | 909 | 6,82 | ||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 234.645 | -49,74 | 19.906 | -49,36 | ||||
| 2026-01-21 | 13F | West Paces Advisors Inc. | 0 | -100,00 | 0 | |||||
| 2025-10-28 | 13F | Eq Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Mattson Financial Services, LLC | 37.971 | -5,86 | 3.126 | -1,79 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 1.716 | 141 | ||||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 3.890 | 0,00 | 330 | 3,13 | ||||
| 2026-02-06 | 13F | Fort Vancouver Investment Management, LLC | 5.848 | -7,20 | 481 | -3,22 | ||||
| 2026-02-06 | 13F | Cascade Financial Partners, LLC | 33.195 | -9,36 | 2.733 | -5,43 | ||||
| 2026-02-02 | 13F | Integrity Wealth Solutions LLC | 31.803 | 67,38 | 2.618 | 74,65 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 12.392 | 1.057 | ||||||
| 2026-04-16 | 13F | Financial Management Network Inc | 8.862 | 790 | ||||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 75.515 | 29,79 | 6.216 | 35,42 | ||||
| 2026-02-17 | 13F | Hill Investment Group Partners, LLC | 137.727 | -0,71 | 11.338 | 3,59 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 374.424 | 81,10 | 31 | 87,50 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 13.064 | -0,03 | 1.075 | 4,27 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 359.717 | 24,77 | 29.612 | 30,18 | ||||
| 2026-04-15 | 13F | marrick wealth, LLC | 76.184 | -0,57 | 6.463 | 2,47 | ||||
| 2026-01-09 | 13F | Breakwater Capital Group | 15.330 | 19,17 | 1.262 | 24,36 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 37.725 | 8,61 | 3.106 | 13,32 | ||||
| 2026-04-10 | 13F | Atala Financial Inc | 5.249 | 0,00 | 453 | 4,63 | ||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 2.372 | 201 | ||||||
| 2026-02-13 | 13F | Stifel Financial Corp | 17.523 | 7,75 | 1.442 | 12,39 | ||||
| 2026-02-17 | 13F | Redwood Park Advisors LLC | 1.420 | 0,78 | 117 | 4,50 | ||||
| 2026-04-13 | 13F | Bannerman Wealth Management Group, Llc | 8.335 | 0,00 | 707 | 3,06 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 6.241 | 0,14 | 529 | 3,12 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 3.266.571 | 41,72 | 268.904 | 47,86 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 5.030 | 5,27 | 414 | 10,11 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 11.873 | 53,84 | 1.007 | 58,58 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 36.030 | 21,60 | 2.966 | 26,87 | ||||
| 2026-02-06 | 13F | Motco | 39.573 | -5,65 | 3.258 | -1,57 | ||||
| 2026-02-11 | 13F | Arrowroot Family Office, LLC | 8.167 | 183,97 | 672 | 197,35 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 3.970 | 327 | ||||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 10.052 | 64,44 | 827 | 71,58 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 277.783 | 112,29 | 22.867 | 120,19 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 993.500 | 7,34 | 81.785 | 11,99 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 127.900 | 17,57 | 10.529 | 22,66 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 79.876 | 6,25 | 6.777 | 9,50 | ||||
| 2026-01-16 | 13F | Meredith Wealth Planning | 39.759 | -2,82 | 3.273 | 1,36 | ||||
| 2026-01-28 | 13F | Financial Plan, Inc. | 1.135.214 | 93.451 | ||||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 63.837 | 1,62 | 5.416 | 4,72 | ||||
| 2026-01-15 | 13F | Avant Financial Advisors LLC | 19.412 | 1,16 | 1.598 | 5,48 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 2.473 | 204 | ||||||
| 2026-01-08 | 13F | Bayshore Asset Management, Llc | 59.414 | -1,20 | 4.891 | 3,08 | ||||
| 2026-01-28 | 13F | Proathlete Wealth Management Llc | 79.624 | 6,40 | 6.568 | 11,23 | ||||
| 2026-04-14 | 13F | Global Trust Wealth Management LLC | 5.051 | -4,72 | 429 | -1,83 | ||||
| 2026-04-14 | 13F | Heirloom Wealth Management | 46.017 | 24,17 | 3.904 | 28,00 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 829.051 | 0,65 | 68.247 | 5,01 | ||||
| 2025-10-28 | 13F | Pinnacle Financial Partners Inc | 16.903 | 1,89 | 1.334 | 8,64 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 757.248 | 11,01 | 68.970 | 22,82 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 5.784 | 0 | ||||||
| 2026-01-23 | 13F | Axiom Financial Strategies, LLC | 141.759 | 0,31 | 11.670 | 4,66 | ||||
| 2026-01-23 | 13F | Highland Financial Advisors, LLC | 232.297 | -0,15 | 19.123 | 4,18 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 5.824.926 | 61,55 | 360.182 | 26,61 | ||||
| 2026-02-04 | 13F | JSF Financial, LLC | 371.550 | -1,12 | 30.586 | 3,17 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 655.629 | 7,00 | 53.971 | 11,63 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 27.966 | -5,29 | 2.302 | -1,16 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 3.023.463 | 13,04 | 248.891 | 17,94 | ||||
| 2026-01-26 | 13F | Quarry Hill Advisors, Llc | 38.639 | -0,18 | 3.181 | 4,13 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 349 | -17,88 | 30 | -14,71 | ||||
| 2026-01-26 | 13F | Decker Retirement Planning Inc. | 10.362 | 0,58 | 853 | 5,05 | ||||
| 2026-01-26 | 13F | Harbor Asset Planning, Inc. | 5.532 | 55,61 | 455 | 62,50 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 58.628 | 1,81 | 4.826 | 6,23 | ||||
| 2026-04-16 | 13F | Poinciana Advisors Group, Llc | 16.648 | -9,96 | 1.412 | -7,23 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 113.830 | -0,46 | 9.657 | 2,59 | ||||
| 2026-01-29 | 13F | Coquina Private Wealth LLC | 13.485 | 1.110 | ||||||
| 2026-02-13 | 13F | Magnolia Capital Advisors Llc | 74.847 | 53,62 | 6.161 | 60,28 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 326.232 | 33,31 | 26.855 | 40,14 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 25.881 | 59,20 | 2.131 | 66,15 | ||||
| 2026-02-20 | 13F | Capstone Wealth Management, Inc. | 45.211 | 3.755 | ||||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 76.568 | 1,01 | 6.303 | 5,38 | ||||
| 2026-04-10 | 13F | IAM Advisory, LLC | 398.663 | -2,74 | 33.823 | 0,23 | ||||
| 2026-02-12 | 13F | Betterment LLC | 22.041 | 2,54 | 2 | 0,00 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 77.627 | 0,00 | 6.390 | 0,00 | ||||
| 2025-11-05 | 13F | Bessemer Group Inc | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | True North Advisors, LLC | 5.066 | 417 | ||||||
| 2026-02-11 | 13F | Oak Wealth Advisors LLC | 300.172 | 24.710 | ||||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 12.299 | 1.012 | ||||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 164 | 14 | ||||||
| 2026-01-23 | 13F | Financial Enhancement Group LLC | 309.823 | -0,20 | 26.521 | 7,12 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 250.448 | 86,92 | 21.248 | 92,64 | ||||
| 2026-01-22 | 13F | Echo Wealth Management, LLC | 262.526 | 13,43 | 21.611 | 18,35 | ||||
| 2026-01-28 | 13F | HB Wealth Management, LLC | 1.675.774 | -0,54 | 137.950 | 3,77 | ||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 27.454 | 46,91 | 2.260 | 53,32 | ||||
| 2026-02-11 | 13F | Vise Technologies, Inc. | 43.565 | 173,17 | 3.586 | 185,06 | ||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 456.882 | -2,20 | 38.762 | 0,79 | ||||
| 2026-02-04 | 13F | Bridgewealth Advisory Group, LLC | 13.904 | 20,58 | 1.145 | 25,85 | ||||
| 2026-02-13 | 13F | American Century Companies Inc | 4.156.983 | 13,21 | 342.203 | 18,12 | ||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 35.914 | 2,52 | 2.957 | 6,95 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 934.180 | 9,84 | 76.902 | 14,60 | ||||
| 2026-01-16 | 13F | Marquette Asset Management, LLC | 497 | 0,00 | 41 | 2,56 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 4.712 | 388 | ||||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 37.042 | -22,86 | 3.049 | -19,51 | ||||
| 2026-01-16 | 13F | Verus Wealth Management, Llc | 46.921 | 3.863 | ||||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 57.817 | 5,37 | 4.760 | 9,93 | ||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 3.980 | 0,79 | 328 | 5,14 | ||||
| 2026-01-27 | 13F | Waterfront Wealth Inc. | 60.772 | 5,81 | 5.312 | 17,13 | ||||
| 2026-02-10 | 13F | Core Wealth Advisors, Llc | 79.860 | 6.574 | ||||||
| 2026-02-12 | 13F | Cornerstone Capital, Inc. | 6.146 | 0,00 | 506 | 4,34 | ||||
| 2026-04-15 | 13F | Trellis Wealth Advisors LLC | 247.991 | -1,48 | 21.040 | 1,54 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 144.708 | 267,06 | 11.912 | 283,02 | ||||
| 2026-01-15 | 13F | MOR Wealth Management, LLC | 7.972 | 656 | ||||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 3.733 | 322 | ||||||
| 2026-04-13 | 13F | Cypress Point Wealth Management, LLC | 49.430 | -0,08 | 4.194 | 2,97 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 259.266 | 22,87 | 21.343 | 28,20 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 456 | -43,70 | 38 | -41,27 | ||||
| 2026-01-30 | 13F | Sage Rhino Capital Llc | 109.906 | -2,30 | 9.047 | 1,94 | ||||
| 2026-01-09 | 13F | Keb Asset Management, Llc | 4.035 | 0,00 | 332 | 4,40 | ||||
| 2026-02-05 | 13F | Mainsail Asset Management, Llc | 3.501 | -1,10 | 288 | 3,23 | ||||
| 2026-02-06 | 13F | Kingdom Financial Group LLC. | 211 | 17 | ||||||
| 2026-01-14 | 13F | Spire Wealth Management | 8.729 | 64,05 | 719 | 71,36 | ||||
| 2026-01-30 | 13F | Wealthfront Advisers Llc | 22.168 | 15,08 | 1.825 | 20,08 | ||||
| 2026-02-04 | 13F | Prosperitas Financial LLC | 3.223 | 14,78 | 265 | 19,91 | ||||
| 2026-02-04 | 13F | Dogwood Wealth Management LLC | 1.520 | -1,87 | 125 | 2,46 | ||||
| 2026-02-11 | 13F | Symphony Financial, Ltd. Co. | 227.230 | 2,63 | 18.799 | 8,00 | ||||
| 2025-11-07 | 13F | Atticus Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Smith & Howard Wealth Management, LLC | 2.455 | 202 | ||||||
| 2026-01-16 | 13F | Life Planning Partners, Inc | 20.291 | -1,62 | 1.670 | 2,64 | ||||
| 2026-02-17 | 13F | Angeles Wealth Management, Llc | 85 | 0,00 | 7 | 0,00 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 2.413 | 94,13 | 205 | 100,00 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 8.291 | 5,34 | 683 | 9,82 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 12.442 | 10,76 | 1.024 | 15,58 | ||||
| 2026-01-30 | 13F | Catalytic Wealth RIA, LLC | 6.061 | 70,68 | 499 | 77,86 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 71.883 | 2,69 | 6.099 | 5,83 | ||||
| 2026-04-20 | 13F | Riverchase Wealth Management, Llc | 16.580 | 6,83 | 1.407 | 10,10 | ||||
| 2026-02-12 | 13F | Tandemgrowth Financial Advisors Llc | 21.551 | 1.774 | ||||||
| 2026-01-26 | 13F | Transcendent Capital Group LLC | 27.406 | -3,82 | 2.256 | 0,36 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 265.213 | 39,02 | 21.832 | 45,05 | ||||
| 2026-01-23 | 13F | Armbruster Capital Management, Inc. | 50.361 | 1,89 | 4.146 | 6,31 | ||||
| 2026-02-17 | 13F | Creative Planning | 647.787 | -2,95 | 53.326 | 1,26 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 585.132 | -2,37 | 49.643 | 0,62 | ||||
| 2026-01-23 | 13F | Transcend Wealth Collective, Llc | 3.141 | 1,16 | 259 | 5,74 | ||||
| 2026-04-14 | 13F | Searcy Financial Services Inc /adv | 343.292 | 29.125 | ||||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 19.581 | 1.545 | ||||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 227 | 5,58 | 19 | 11,76 | ||||
| 2025-11-03 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Evoke Wealth, Llc | 14.484 | 0,20 | 1.192 | 4,56 | ||||
| 2026-02-12 | 13F | Wedbush Securities Inc | 19.133 | 36,54 | 2 | 0,00 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 4.679.558 | -8,28 | 398.066 | -7,33 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 186.126 | 19,63 | 15.322 | 24,81 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 864.565 | -0,22 | 77.335 | 8,42 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 721 | 59 | ||||||
| 2026-02-13 | 13F | Wilkerson Advisory Group LLC | 265.284 | 21.838 | ||||||
| 2026-02-13 | 13F | Cetera Trust Company, N.A | 29.437 | 0,00 | 2.423 | 4,35 | ||||
| 2026-01-26 | 13F | Intelligent Financial Strategies | 5.090 | 0,00 | 419 | 4,24 | ||||
| 2026-02-09 | 13F | Collaborative Wealth Managment Inc. | 3.951 | 325 | ||||||
| 2026-02-09 | 13F | Rhl Group, Llc | 460 | 38 | ||||||
| 2026-04-17 | 13F | Berman McAleer LLC | 23.509 | -2,43 | 1.995 | 0,55 | ||||
| 2026-02-12 | 13F | Tripletail Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Vantagepoint Investment Advisers Llc | 2.909.857 | -1,31 | 239.539 | 2,96 | ||||
| 2026-02-11 | 13F | Gwn Securities Inc. | 2.886 | -11,88 | 238 | -8,49 | ||||
| 2025-11-14 | 13F/A | NorthRock Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Tillman Hartley LLC | 11.320 | 0,00 | 932 | 4,26 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 8.400 | 0,20 | 1 | |||||
| 2026-02-02 | 13F | TCI Wealth Advisors, Inc. | 166.767 | 2,45 | 13.728 | 6,89 | ||||
| 2026-02-12 | 13F | Vistica Wealth Advisors, LLC | 3.896 | 321 | ||||||
| 2025-11-10 | 13F | Glassman Wealth Services | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Sterneck Capital Management, LLC | 36.306 | 3,92 | 3.080 | 7,09 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 2.924 | -1,25 | 241 | 3,00 | ||||
| 2026-02-12 | 13F | Burk Holdings LLC | 85.882 | -2,91 | 7.070 | 1,29 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 6.155.292 | 24,80 | 506.746 | 30,32 | ||||
| 2026-01-26 | 13F | Kelman-Lazarov, Inc. | 326.357 | 300,29 | 26.866 | 317,68 | ||||
| 2025-11-14 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-04-02 | 13F | Collective Family Office Llc | 25.813 | -6,96 | 2.190 | -4,12 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 455.341 | -4,47 | 37.484 | -0,33 | ||||
| 2026-02-11 | 13F | Gateway Wealth Partners, LLC | 96.391 | 1,22 | 7.935 | 5,60 | ||||
| 2026-02-11 | 13F | Liberty Square Wealth Partners Llc | 218.063 | 644,52 | 17.951 | 677,06 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 1.478 | -1,99 | 122 | 1,68 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 998.842 | 26,92 | 82.225 | 32,42 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 86.176 | 115,67 | 7.094 | 125,06 | ||||
| 2026-01-06 | 13F | Tucker Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Brown Advisory Inc | 9.155 | 5,35 | 754 | 9,93 | ||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 1.086.496 | -6,26 | 92.178 | -3,39 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 204.706 | 5,45 | 16.851 | 10,02 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 128.995 | 69,11 | 11.113 | 76,97 | ||||
| 2026-02-11 | 13F | Curio Wealth, Llc | 169.992 | -0,55 | 14.065 | 4,29 | ||||
| 2026-02-17 | 13F | D L Carlson Investment Group Inc | 207.369 | 5,15 | 17.071 | 9,70 | ||||
| 2026-04-13 | 13F | Physician Wealth Solutions Inc. | 108.441 | 9,20 | 9.200 | 12,55 | ||||
| 2026-04-20 | 13F | Investment Research & Advisory Group, Inc. | 589 | 0,00 | 50 | 2,08 | ||||
| 2026-01-23 | 13F | JM2 Capital Inc. | 6.006 | 494 | ||||||
| 2026-02-05 | 13F | Clarion Wealth Managment Partners, LLC | 84.220 | 89,43 | 6.933 | 97,66 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 349.944 | 37,97 | 29.689 | 42,19 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 57 | 0,00 | 5 | 0,00 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 15.249 | 1.255 | ||||||
| 2026-01-26 | 13F | Private Trust Co Na | 20.455 | 4,75 | 1.684 | 9,29 | ||||
| 2026-02-09 | 13F | Nicolet Bankshares Inc | 11.765 | 968 | ||||||
| 2026-02-17 | 13F | Laird Norton Trust Company, Llc | 22.108 | 1.820 | ||||||
| 2026-01-30 | 13F | SOL Capital Management CO | 19.769 | -1,75 | 2 | 0,00 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 1.893 | 2,88 | 156 | 6,90 | ||||
| 2026-01-23 | 13F | Lunt Capital Management, Inc. | 3.910 | 0,00 | 322 | 4,22 | ||||
| 2026-02-05 | 13F | HFM Investment Advisors, LLC | 64 | 1,59 | 5 | 0,00 | ||||
| 2026-01-27 | 13F | Forum Financial Management, LP | 9.875 | -12,56 | 813 | -8,87 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 645.440 | 73,27 | 53.133 | 80,78 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 58.130 | 132,91 | 4.932 | 140,07 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 201 | 17 | ||||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 471.974 | 4,18 | 38.853 | 8,70 | ||||
| 2026-01-28 | 13F | Marietta Wealth Management, LLC | 165.262 | 1,51 | 13.604 | 5,91 | ||||
| 2026-01-28 | 13F | Caliber Wealth Management, LLC / KS | 270.952 | 0,07 | 22.305 | 4,40 | ||||
| 2026-02-12 | 13F | JRM Investment Counsel, LLC | 237.767 | 2,08 | 19.573 | 6,50 | ||||
| 2026-02-02 | 13F | Your Advocates Ltd., LLP | 818 | 0,00 | 67 | 4,69 | ||||
| 2026-04-08 | 13F | Seed Wealth Management, Inc. | 21.865 | 4,79 | 1.855 | 8,04 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Eaton-Cambridge Inc. | 18.293 | -2,94 | 1.506 | 1,21 | ||||
| 2025-10-27 | 13F | WealthPlan Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Greenspring Advisors, LLC | 78.353 | 595,61 | 6.450 | 626,35 | ||||
| 2026-04-17 | 13F | Nova R Wealth, Inc. | 29.233 | -0,07 | 2.480 | 2,99 | ||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 65 | 5 | ||||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 2.727 | 231 | ||||||
| 2026-01-30 | 13F | Citizens Financial Group Inc/ri | 3.063 | 252 | ||||||
| 2025-10-30 | 13F | Traub Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 616.085 | 27,08 | 50.716 | 32,59 | ||||
| 2026-01-23 | 13F | Ritholtz Wealth Management | 3.452 | 284 | ||||||
| 2026-01-22 | 13F | Castle Wealth Management Llc | 105.206 | -3,02 | 8.661 | 1,19 | ||||
| 2026-02-12 | 13F | Trace Wealth Advisors, LLC | 119.651 | 0,04 | 9.850 | 4,38 | ||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 256.484 | 676,92 | 21.114 | 710,79 | ||||
| 2026-02-06 | 13F | Paul R. Ried Financial Group, LLC | 45.483 | -0,44 | 3.744 | 3,88 | ||||
| 2026-04-16 | 13F | Paladin Wealth, LLC | 50.359 | 10,22 | 4.272 | 13,59 | ||||
| 2026-02-17 | 13F | Meridian Wealth Advisors, LLC | 130.534 | 10.746 | ||||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 86.867 | 605,55 | 7.370 | 627,44 | ||||
| 2026-02-11 | 13F | Truepoint, Inc. | 16.934 | -1,63 | 1.394 | 2,65 | ||||
| 2026-02-06 | 13F | Tanglewood Legacy Advisors, LLC | 7.380 | 0,00 | 608 | 4,30 | ||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 357.058 | 29,03 | 29.393 | 34,62 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 352 | 0 | ||||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 23.481 | 3,71 | 1.992 | 6,92 | ||||
| 2026-01-23 | 13F | Clear Creek Financial Management, LLC | 40.564 | 5,42 | 3.339 | 9,98 | ||||
| 2026-04-07 | 13F | Anderson Hoagland & Co | 53.989 | -9,02 | 4.580 | -6,22 | ||||
| 2026-04-09 | 13F | Vista Investment Partners Llc | 113.902 | 4,34 | 9.663 | 7,53 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 15.180 | 12,92 | 1.288 | 15,74 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 92.181 | -1,43 | 7.588 | 2,85 | ||||
| 2026-01-13 | 13F | Team Financial Group, LLC | 103 | 8 | ||||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 2.926.406 | 10,86 | 240.902 | 15,66 | ||||
| 2026-04-13 | 13F | Cogent Private Wealth, Inc. | 17.006 | 17,38 | 1.443 | 20,97 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 110.521 | 7,30 | 9.377 | 10,58 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 55.028 | 5,71 | 4.669 | 8,94 | ||||
| 2026-02-17 | 13F | Capital Planning Advisors, LLC | 309.452 | 2,13 | 25.474 | 6,55 | ||||
| 2026-02-09 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 36.054 | 0,58 | 2.968 | 4,92 | ||||
| 2025-11-12 | 13F | Park Square Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 12.176 | -0,10 | 1.033 | 0,98 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 1.805 | -1,69 | 153 | 1,32 | ||||
| 2026-01-14 | 13F | BWM Planning, LLC | 301.349 | 4,27 | 24.807 | 8,79 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 3.162.431 | 16,98 | 260.331 | 22,05 | ||||
| 2025-11-14 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | RMR Wealth Builders | 5.513 | 0,04 | 454 | 4,38 | ||||
| 2026-01-28 | 13F | Pacific Asset Management, LLC | 22.989 | 3,54 | 1.892 | 8,05 | ||||
| 2025-10-28 | 13F | BRYN MAWR TRUST Co | 2.175 | 0,00 | 172 | 6,88 | ||||
| 2026-01-23 | 13F | Financial Futures Ltd Liability Co. | 12.436 | -8,77 | 1.024 | -4,84 | ||||
| 2026-02-09 | 13F | First National Trust Co | 899.049 | 25,64 | 74.010 | 31,08 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 23.227 | 20,58 | 1.971 | 24,29 | ||||
| 2026-02-09 | 13F | Family Office Research LLC | 49.995 | 2,90 | 4.129 | 7,70 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 1.988 | -4,97 | 167 | 0,00 | ||||
| 2026-02-10 | 13F | Transatlantique Private Wealth Llc | 13.663 | 166,23 | 1.125 | 178,22 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1.383.904 | 1,83 | 113.923 | 6,24 | ||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 14.850 | 1 | ||||||
| 2025-11-12 | 13F | Creative Financial Designs Inc /adv | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | YANKCOM Partnership | 228 | 0,00 | 19 | 5,56 | ||||
| 2026-02-11 | 13F | Cooper/haims Advisors, Llc | 6.761 | 1,15 | 557 | 5,50 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 13.700 | 228,62 | 1.128 | 243,60 | ||||
| 2026-01-27 | 13F | Symmetry Partners, LLC | 52.873 | -4,31 | 4.353 | -0,16 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 1.613 | -0,06 | 137 | 3,03 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 87.197 | -0,64 | 7.555 | 7,24 | ||||
| 2026-02-11 | 13F | Stonebrook Private Inc. | 5.223 | 430 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 18.570 | -0,03 | 1.529 | 4,30 | ||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 109 | 9 | ||||||
| 2026-04-20 | 13F | TFB Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Diversify Wealth Management, Llc | 2.405 | 204 | ||||||
| 2026-01-28 | 13F | Financial Symmetry Inc | 137.682 | 0,59 | 11.334 | 4,94 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 788 | 0,00 | 65 | 3,23 | ||||
| 2026-02-17 | 13F | Fmr Llc | 12.502 | 7,48 | 1.029 | 12,21 | ||||
| 2026-01-27 | 13F | Retirement Income Solutions, Inc | 47.330 | 88,47 | 3.896 | 96,67 | ||||
| 2026-02-04 | 13F | LRI Investments, LLC | 17.675 | 0,00 | 1.455 | 4,38 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 530 | -10,62 | 44 | -6,52 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 37.405 | 35,14 | 3.174 | 39,29 | ||||
| 2026-02-13 | 13F | A4 Wealth Advisors LLC | 15.243 | -27,73 | 1.255 | -24,64 | ||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 2.869 | 236 | ||||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 5.642 | 0,12 | 486 | 4,97 | ||||
| 2025-11-12 | 13F | Palo Alto Wealth Advisors, Llc | 8.490 | 684 | ||||||
| 2026-01-23 | 13F | Legacy Financial Strategies, LLC | 405.115 | 33.349 | ||||||
| 2026-01-29 | 13F | Facet Wealth, Inc. | 2.790 | 245 | ||||||
| 2026-02-05 | 13F | Cauble & Harre Wealth Management, Inc. | 27.659 | 2.277 | ||||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 139.006 | 11.443 | ||||||
| 2026-02-09 | 13F | Flagstone Financial Management | 52.904 | -0,82 | 4.355 | 3,49 | ||||
| 2026-04-14 | 13F | ACT Advisors, LLC. | 312.372 | 0,39 | 26.502 | 3,47 | ||||
| 2026-01-29 | 13F | Brown Financial Advisory | 25.603 | 0,00 | 2.108 | 4,31 | ||||
| 2026-04-17 | 13F | Stonehearth Capital Management, LLC | 3.949 | -11,10 | 335 | -8,22 | ||||
| 2026-01-21 | 13F | StrongBox Wealth, LLC | 38.258 | 3.149 | ||||||
| 2026-04-08 | 13F | Aurelius Family Office LLC | 13.623 | -9,79 | 1.156 | -8,98 | ||||
| 2026-02-13 | 13F | Safe Harbor Wealth Advisors, LLC | 4.980 | 450 | ||||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 12.588 | 15,98 | 1.068 | 19,48 | ||||
| 2026-02-11 | 13F | Disciplina Capital Management LLC | 238.761 | 0,30 | 19.655 | 4,64 | ||||
| 2026-02-10 | 13F | Yukon Wealth Management, Inc. | 3.021 | 0,00 | 267 | 11,76 | ||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 32.220 | 3,09 | 2.734 | 6,26 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 19.524 | 9,46 | 1.607 | 14,21 | ||||
| 2026-02-10 | 13F | Nomura Asset Management Co Ltd | 0 | 0 | ||||||
| 2026-04-13 | 13F | Gradient Investments LLC | 1.414.786 | 3,87 | 120.030 | 7,05 | ||||
| 2026-02-03 | 13F | Bokf, Na | 7.757 | 639 | ||||||
| 2026-01-26 | 13F | Grand Wealth Management, Llc | 272.208 | 4,51 | 22.408 | 9,05 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 91.265 | 0,00 | 7.513 | 4,33 | ||||
| 2026-02-09 | 13F | Parkshore Wealth Management, Inc. | 2.476 | 204 | ||||||
| 2026-04-14 | 13F | BSW Wealth Partners | 613.310 | -1,70 | 52.033 | 1,31 | ||||
| 2026-02-13 | 13F | Jacobi Capital Management LLC | 3.758 | -4,21 | 309 | 0,00 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 2.075 | 33,78 | 176 | 38,58 | ||||
| 2026-02-17 | 13F | McCartney Wealth Management LLC | 57.890 | 4.766 | ||||||
| 2026-02-17 | 13F | Quadrature Capital Ltd | 17.525 | 1.443 | ||||||
| 2026-04-16 | 13F | Diversified Trust Co | 7.560 | 0,00 | 641 | 3,05 | ||||
| 2026-02-05 | 13F | Accredited Investors Inc. | 3.928 | 323 | ||||||
| 2026-04-07 | 13F | Signaturefd, Llc | 294 | 454,72 | 25 | 500,00 | ||||
| 2026-02-17 | 13F | Awm Capital, Llc | 184.270 | 0,58 | 15.169 | 4,94 | ||||
| 2026-01-29 | 13F | Farmers & Merchants Trust Co of Long Beach | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | USAdvisors Wealth Management, LLC | 16.927 | 9,65 | 1 | 0,00 | ||||
| 2026-01-29 | 13F | UBS Group AG | 1.061.289 | 8,56 | 87.365 | 13,27 | ||||
| 2026-02-05 | 13F | Passive Capital Management, LLC. | 186.437 | 1,00 | 15.348 | 5,38 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 4.053 | 334 | ||||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 192.723 | 13,93 | 15.865 | 18,86 | ||||
| 2026-02-05 | 13F | Mesirow Financial Investment Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 3.881 | 0,00 | 329 | 3,13 | ||||
| 2026-04-16 | 13F | Freedom Financial Partners LLC | 259.403 | 2,44 | 22.008 | 5,57 | ||||
| 2026-04-14 | 13F | Approach Retirement Advisors, LLC | 35.670 | -1,90 | 3.026 | 1,10 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Summit Financial Strategies, Inc. | 3.506 | 0,00 | 289 | 4,35 | ||||
| 2026-01-29 | 13F | UMA Financial Services, Inc. | 70 | 0,00 | 6 | 0,00 | ||||
| 2026-02-06 | 13F | Keudell/Morrison Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Correct Capital Wealth Management | 764.810 | 23,62 | 62.959 | 28,98 | ||||
| 2026-02-03 | 13F | New Dimensions Wealth Management, LLC | 5.547 | 2,80 | 457 | 7,29 | ||||
| 2026-01-29 | 13F | Almanack Investment Partners, LLC. | 4.125 | 0,00 | 340 | 4,31 | ||||
| 2026-02-10 | 13F | Gw Henssler & Associates Ltd | 629.162 | 51.793 | ||||||
| 2026-01-22 | 13F | Bfsg, Llc | 190 | 0,00 | 16 | 7,14 | ||||
| 2026-02-02 | 13F | Holistic Planning, LLC | 19.255 | 1.585 | ||||||
| 2026-02-14 | 13F | Bank of Marin | 7.484 | 0,00 | 616 | 4,41 | ||||
| 2026-02-05 | 13F | Yardley Wealth Management LLC | 300.250 | -1,31 | 24.717 | 2,97 | ||||
| 2026-01-21 | 13F | SC&H Financial Advisors, Inc. | 331.828 | -2,95 | 27.316 | 1,26 | ||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 59 | 5 | ||||||
| 2026-02-03 | 13F | Indivisible Partners | 171.356 | 14.106 | ||||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 1.555.705 | -17,57 | 131.986 | -15,05 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 176.838 | 62,04 | 14.563 | 70,54 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 787.033 | 21,41 | 64.789 | 26,67 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 619.237 | 6,40 | 50.976 | 113.177,78 | ||||
| 2026-04-20 | 13F | Payne Capital LLC | 28.448 | -5,79 | 2.414 | -2,90 | ||||
| 2026-01-26 | 13F | Frankly Finances, LLC | 8.600 | 708 | ||||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 627.461 | 46,01 | 51.653 | 52,34 | ||||
| 2026-02-02 | 13F | HTG Investment Advisors, Inc. | 282.417 | 2,06 | 23.249 | 6,48 | ||||
| 2026-02-04 | 13F | Austin Asset Management Co Inc | 39.380 | -11,23 | 3.242 | -7,37 | ||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 29.970 | -33,62 | 2.543 | -31,59 | ||||
| 2026-02-02 | 13F | Verus Financial Partners, Inc. | 2.333 | 203 | ||||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 2.825 | 54,71 | 233 | 61,11 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 172.072 | -0,98 | 14.599 | 2,06 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 10 | 0,00 | 1 | |||||
| 2026-01-21 | 13F | Leading Edge Financial Planning LLC | 15.842 | 1,78 | 1.304 | 6,19 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 96.007 | 7.575 | ||||||
| 2026-02-10 | 13F | Greenwich Wealth Management LLC | 59.999 | 25,87 | 5 | 33,33 | ||||
| 2026-02-09 | 13F | Glenview Trust Co | 28.604 | 22,34 | 2.355 | 27,66 | ||||
| 2026-01-27 | 13F | Family Capital Trust Co | 28 | -51,72 | 2 | -50,00 | ||||
| 2026-01-29 | 13F | Aprio Wealth Management, LLC | 6.275 | 0,16 | 517 | 4,45 | ||||
| 2026-02-23 | 13F | Monetary Solutions, Ltd | 795 | 65 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 4.434 | 0,00 | 376 | 3,01 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 3.271 | -44,63 | 277 | -43,00 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 172.374 | 5,22 | 14.190 | 9,78 | ||||
| 2026-01-13 | 13F | Kathmere Capital Management, LLC | 5.946 | 91,50 | 489 | 100,41 | ||||
| 2026-01-26 | 13F | Whittier Trust Co Of Nevada Inc | 147 | 0,00 | 12 | 9,09 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 3.190 | 263 | ||||||
| 2026-02-10 | 13F | Henderson Brothers Financial Partners, LLC | 162.181 | 13.351 | ||||||
| 2026-04-14 | 13F | Well Done, LLC | 2.983 | 0,00 | 253 | 3,27 | ||||
| 2026-02-17 | 13F | Brown Financial Advisors | 74.636 | -0,05 | 6.144 | 4,28 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 291.992 | -4,40 | 24.773 | -1,48 | ||||
| 2026-01-28 | 13F | Citizens & Northern Corp | 54.809 | 7,35 | 4.512 | 11,99 | ||||
| 2026-02-10 | 13F | Goldstein Advisors, LLC | 153.326 | -27,48 | 12.622 | -24,34 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 757.051 | 7,52 | 62.320 | 12,18 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 174.999 | -2,27 | 14.406 | 1,97 | ||||
| 2026-02-17 | 13F | Fwl Investment Management, Llc | 59 | 0,00 | 5 | 0,00 | ||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 21.850 | 0,00 | 1.724 | 6,56 | ||||
| 2026-01-16 | 13F | McLean Asset Management Corp | 497.232 | 31,31 | 42.429 | 39,97 | ||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 49.851 | 4,48 | 4.104 | 9,01 | ||||
| 2025-11-12 | 13F | Maseco Llp | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Jackson Thornton Asset Management, Llc | 42.559 | 0,00 | 3.583 | 5,57 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 19.008 | 1,94 | 1.613 | 5,08 | ||||
| 2026-01-23 | 13F | Bridgewater Advisors Inc. | 511.740 | 6,53 | 43.805 | 15,61 | ||||
| 2026-01-27 | 13F/A | Capital Performance Advisors Llp | 19.169 | -2,26 | 1.578 | 1,94 | ||||
| 2026-02-10 | 13F | Arcadia Wealth Management, Inc. | 49.129 | 7,94 | 4.044 | 12,61 | ||||
| 2026-02-13 | 13F | B&D White Capital Company, LLC | 278.756 | 18,48 | 22.947 | 23,62 | ||||
| 2026-04-15 | 13F | Fmb Wealth Management | 76.358 | 6,63 | 6.478 | 9,91 | ||||
| 2026-01-29 | 13F | Global Strategic Investment Solutions, LLC | 65.084 | -0,33 | 5.358 | 3,98 | ||||
| 2026-04-07 | 13F | Eastern Bank | 550 | 0,00 | 47 | 2,22 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 57.207 | 0,72 | 4.709 | 5,09 | ||||
| 2026-02-13 | 13F | Integrity Investment Advisors, LLC | 60.852 | 231,28 | 5.009 | 245,69 | ||||
| 2026-02-06 | 13F | Ruedi Wealth Management, Inc. | 5.065 | 0,00 | 417 | 4,26 | ||||
| 2026-02-02 | 13F | Vawter Financial, Ltd. | 4.345 | 358 | ||||||
| 2026-01-26 | 13F | PFG Investments, LLC | 5.158 | 0,84 | 425 | 5,21 | ||||
| 2026-02-03 | 13F | Milestone Asset Management Group, LLC | 32.626 | 28,21 | 2.686 | 33,78 | ||||
| 2026-01-22 | 13F | Accordant Advisory Group Inc | 33.349 | -1,24 | 2.745 | 3,04 | ||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 3.555 | 7,01 | 302 | 10,26 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 193.784 | 56,91 | 15.952 | 63,69 | ||||
| 2026-02-10 | 13F | ESL Trust Services, LLC | 744.966 | 2,85 | 61.326 | 7,31 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 122.263 | 22,37 | 10.065 | 27,67 | ||||
| 2026-02-06 | 13F | Lloyd Advisory Services, LLC. | 1.614 | 133 | ||||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 3.843 | 0,00 | 316 | 4,29 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 3.402 | -79,58 | 289 | -78,99 | ||||
| 2026-04-13 | 13F | Trust Co | 4.212 | 64,34 | 357 | 70,00 | ||||
| 2026-04-17 | 13F | Visionary Horizons, LLC | 9.898 | 10,10 | 840 | 13,38 | ||||
| 2026-02-13 | 13F | Element Wealth, LLC | 4.785 | 46,78 | 394 | 52,92 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 321.599 | 0,06 | 28.992 | 3,62 | ||||
| 2026-02-10 | 13F | Ark & Tlk Investments, Llc | 50.954 | 41,02 | 4.195 | 47,16 | ||||
| 2026-04-17 | 13F | First National Bank Sioux Falls | 284.980 | 4,39 | 25.691 | 14,31 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 26.981 | 16,20 | 2.289 | 19,78 | ||||
| 2026-02-24 | 13F | Barnes Wealth Management Group, Inc | 3.226 | 12,72 | 266 | 17,78 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 37.794 | -11,32 | 3.206 | -8,61 | ||||
| 2026-02-05 | 13F | Elyxium Wealth, LLC | 92.162 | 7.587 | ||||||
| 2026-04-15 | 13F | Perkins Coie Trust Co | 3.688 | 313 | ||||||
| 2026-01-23 | 13F | Lam Group, Inc. | 23.705 | 10,38 | 1.951 | 15,17 | ||||
| 2026-02-13 | 13F | Burton Enright Welch | 226.482 | -0,35 | 18.644 | 3,97 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 363.129 | 1,11 | 30.808 | 4,20 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 617.185 | -2,47 | 52.362 | 0,52 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 2.333.736 | -0,93 | 192.113 | 3,37 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 10.352 | -6,33 | 878 | -3,41 | ||||
| 2026-02-05 | 13F | 1620 Investment Advisors, Inc. | 2.207 | 0,00 | 182 | 4,02 | ||||
| 2026-02-13 | 13F | North Ridge Wealth Advisors, Inc. | 26.183 | 0,07 | 2.155 | 4,41 | ||||
| 2026-01-22 | 13F | Networth Advisors, LLC | 40.338 | 3.321 | ||||||
| 2026-01-16 | 13F | Red Lighthouse Investment Management, Llc | 298.666 | -0,16 | 24.586 | 4,17 | ||||
| 2026-04-15 | 13F | Andrews, Lucia Wealth Management Llc | 5.004 | 425 | ||||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 54.368 | 6,65 | 4.476 | 11,26 | ||||
| 2026-01-26 | 13F | Parcion Private Wealth LLC | 5.390 | 0,00 | 444 | 4,24 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 450 | 0,00 | 38 | 2,70 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 15.569 | 116,33 | 1.321 | 122,97 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 14.710 | 1.248 | ||||||
| 2025-11-04 | 13F | Winnow Wealth Llc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | TCTC Holdings, LLC | 12 | 1 | ||||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 767.452 | 1,38 | 65.111 | 4,48 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 10.312 | 138,21 | 875 | 145,51 | ||||
| 2026-02-06 | 13F | Lutz Financial Services LLC | 154.322 | -0,99 | 12.704 | 3,30 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 40.908 | 3.368 | ||||||
| 2026-01-23 | 13F | Sunpointe, LLC | 30.322 | 0,00 | 2.496 | 4,35 | ||||
| 2026-02-11 | 13F | Endeavor Private Wealth, Inc. | 33.029 | -25,91 | 2.719 | -22,72 | ||||
| 2026-02-02 | 13F | Madrid Wealth Management, LLC | 62.313 | 5.130 | ||||||
| 2026-04-20 | 13F | Holcombe Financial, Inc. | 86.639 | 13,04 | 7.350 | 16,50 | ||||
| 2026-01-07 | 13F | Exeter Financial, LLC | 4.271 | 352 | ||||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 5.436 | 31,75 | 0 | |||||
| 2026-02-13 | 13F | Plum Street Advisors, LLC | 43.762 | 0,95 | 3.602 | 5,32 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 154.258 | 8,19 | 12.699 | 12,88 | ||||
| 2026-02-05 | 13F | Cornerstone Wealth Management, LLC | 83.396 | -1,56 | 6.865 | 2,71 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 41.740 | 6,66 | 3.436 | 11,27 | ||||
| 2026-04-10 | 13F | Novem Group | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 140 | 3,70 | 12 | 10,00 | ||||
| 2026-01-23 | 13F | Private Wealth Management Group, LLC | 25.732 | 0,00 | 2.118 | 4,33 | ||||
| 2025-10-30 | 13F | Parkside Financial Bank & Trust | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Comerica Bank | 47.173 | 3,56 | 3.883 | 8,04 | ||||
| 2026-04-10 | 13F | Lifestyle Asset Management, Inc. | 86.321 | 13,27 | 7.323 | 16,74 | ||||
| 2026-02-13 | 13F | Ariadne Wealth Management, LP | 72.830 | -3,33 | 6.575 | 8,61 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 3.870 | 12,50 | 328 | 15,90 | ||||
| 2025-11-13 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | EnRich Financial Partners LLC | 11.920 | 23,56 | 981 | 28,91 | ||||
| 2026-01-20 | 13F | Global Trust Asset Management, LLC | 1.130 | -36,77 | 93 | -33,57 | ||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Ifrah Financial Services, Inc. | 11.168 | -2,77 | 919 | 1,43 | ||||
| 2026-02-04 | 13F | Advisor OS, LLC | 10.607 | -1,25 | 873 | 3,07 | ||||
| 2026-01-27 | 13F | Werba Rubin Papier Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Arq Wealth Advisors, Llc | 116.132 | 18,19 | 9.560 | 23,31 | ||||
| 2026-01-07 | 13F | Harbor Investment Advisory, Llc | 20.528 | 11,87 | 1.690 | 16,72 | ||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 314 | 10,95 | 26 | 13,64 | ||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 12.997 | 0,62 | 1.103 | 3,67 | ||||
| 2026-02-03 | 13F | Navigoe, LLC | 6.751 | 0,00 | 1 | |||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 432.628 | 330.150,38 | 35.614 | 356.030,00 | ||||
| 2026-02-09 | 13F | Clearwater Capital Advisors, LLC | 22.552 | 0,59 | 1.856 | 4,98 | ||||
| 2026-02-12 | 13F | Chilton Capital Management Llc | 198.342 | -0,35 | 16.328 | 3,97 | ||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 34.685 | 40,04 | 2.973 | 42,82 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 28.951 | 13,14 | 2.456 | 16,62 | ||||
| 2026-02-12 | 13F | Advisory Resource Group | 148.211 | 0,33 | 12.201 | 4,68 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 408.468 | -2,29 | 33.625 | 1,95 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 1.455.229 | 119.794 | ||||||
| 2026-01-26 | 13F | Oceanside Advisors LLC | 4.527 | -3,12 | 373 | 1,09 | ||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 2.444 | -0,37 | 211 | 4,48 | ||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 64.694 | 61,64 | 5.489 | 66,61 | ||||
| 2026-01-12 | 13F | Canvas Wealth Advisors, LLC | 154.314 | 6,10 | 12.703 | 9,21 | ||||
| 2026-02-05 | 13F | Tfo-tdc, Llc | 9.844 | 0,05 | 810 | 4,38 | ||||
| 2026-04-13 | 13F | Thayer Financial, L.L.C. | 21.363 | 3,17 | 1.812 | 6,34 | ||||
| 2026-02-05 | 13F | Evensky & Katz LLC | 54.556 | -1,04 | 4 | 0,00 | ||||
| 2026-02-13 | 13F | Clarity Asset Management, Inc. | 3.476 | -4,79 | 286 | -0,69 | ||||
| 2026-02-03 | 13F | Crossmark Global Holdings, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | L & S Advisors Inc | 5.393 | 0,00 | 444 | 4,24 | ||||
| 2026-02-10 | 13F | Evolution Wealth Management Inc. | 1.331 | 207,39 | 110 | 220,59 | ||||
| 2026-03-13 | 13F | Lane Brothers & Co Inc | 92.918 | 7.649 | ||||||
| 2026-01-21 | 13F | Mason & Associates, LLC | 139.013 | 11.444 | ||||||
| 2026-01-30 | 13F | Torren Management, LLC | 351.842 | 28.964 | ||||||
| 2026-02-05 | 13F | PCG Wealth Advisors, LLC | 60.087 | 1,92 | 4.946 | 6,34 | ||||
| 2025-11-06 | 13F | Wealthstream Advisors, Inc. | 27.544 | 13,19 | 2.173 | 20,72 | ||||
| 2025-11-07 | 13F | Ballast, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-08 | 13F | Lakeridge Wealth Management LLC | 77.877 | 3,66 | 6.607 | 6,84 | ||||
| 2026-02-02 | 13F | MN Wealth Advisors, LLC | 9.231 | 1,06 | 760 | 5,42 | ||||
| 2026-01-20 | 13F | Aspiriant, Llc | 5.112 | -8,22 | 421 | -4,33 | ||||
| 2026-02-10 | 13F | Impact Partnership Wealth, LLC | 2.938 | -0,07 | 242 | 4,33 | ||||
| 2026-02-17 | 13F | Cornerstone Wealth Partners, LLC | 29.389 | 2.420 | ||||||
| 2026-01-26 | 13F | WorthPointe, LLC | 141.554 | -6,61 | 11.653 | -2,57 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 4.275 | -1,66 | 352 | 2,63 | ||||
| 2026-02-13 | 13F | Aire Advisors, Llc | 37.531 | 0,17 | 3.090 | 4,50 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 70.861 | 0,18 | 6.327 | 6,57 | ||||
| 2025-11-12 | 13F | Accredited Wealth Management, LLC | 9.050 | -75,78 | 3.221 | 16,46 | ||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 3.806 | 313 | ||||||
| 2026-02-03 | 13F | SBI Securities Co., Ltd. | 14 | 1 | ||||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 183 | 1,10 | 15 | 7,14 | ||||
| 2026-02-11 | 13F | Milestone Investment Advisors LLC | 124.568 | 7,30 | 10.254 | 11,96 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 4.392.964 | 7,97 | 361.629 | 12,65 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 558.992 | 27,27 | 45.999 | 32,05 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6.973 | -7,73 | 592 | -4,98 | ||||
| 2026-02-09 | 13F | Key FInancial Inc | 17 | 0,00 | 1 | 0,00 | ||||
| 2025-11-13 | 13F | Promus Capital, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 108.685 | 0,59 | 9.221 | 3,67 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 424.694 | 37,17 | 34.996 | 43,25 | ||||
| 2026-03-26 | 13F | Merited Wealth, LLC | 21.959 | 1.808 | ||||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 3.291 | 0,00 | 0 | |||||
| 2026-01-30 | 13F | Valued Wealth Advisors LLC | 57.900 | -1,99 | 4.766 | 2,25 | ||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 26 | 0 | ||||||
| 2026-02-04 | 13F | Nwam Llc | 27.648 | 1,87 | 2.363 | 9,65 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 22.681 | -3,62 | 1.924 | -0,67 | ||||
| 2026-01-14 | 13F | Jfs Wealth Advisors, Llc | 1.845 | 152 | ||||||
| 2026-04-09 | 13F | Allodium Investment Consultants, LLC | 12.186 | 10,77 | 1.034 | 14,14 | ||||
| 2026-02-12 | 13F | Skopos Labs, Inc. | 2.736 | 226 | ||||||
| 2026-02-12 | 13F | Johnson Financial Group, Inc. | 30 | 2 | ||||||
| 2026-02-17 | 13F | Pinnacle Financial Partners, Inc. | 96.988 | 7.985 | ||||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 7.996 | 102,69 | 658 | 111,58 | ||||
| 2025-11-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 201.501 | -3,02 | 16.588 | 1,19 | ||||
| 2026-02-11 | 13F | Nemes Rush Group LLC | 825 | 1,23 | 68 | 4,69 | ||||
| 2026-01-14 | 13F | MeadowBrook Investment Advisors LLC | 1.697 | 140 | ||||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 291.172 | -3,65 | 24.703 | -0,70 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 152.042 | 66,11 | 12.899 | 71,21 | ||||
| 2026-02-17 | 13F | Camarda Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 19.984 | 6,34 | 1.645 | 11,00 | ||||
| 2026-01-23 | 13F | Creative Capital Management Investments LLC | 1.649 | -7,10 | 136 | -3,57 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 122.434 | -0,82 | 10.387 | 2,22 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 5.046 | -0,98 | 415 | 3,23 | ||||
| 2026-02-04 | 13F | CAP Partners, LLC | 28.950 | -0,92 | 2.383 | 3,38 | ||||
| 2025-11-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Divergent Planning, LLC | 109.710 | 2,00 | 9.125 | 6,07 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 661.446 | 7,83 | 54.450 | 12,51 | ||||
| 2026-02-10 | 13F | Clear Point Advisors Inc. | 20.764 | -0,47 | 1.709 | 3,83 | ||||
| 2026-01-06 | 13F | Advance Capital Management, Inc. | 95.743 | -3,37 | 7.882 | 0,82 | ||||
| 2026-02-03 | 13F | Falcon Wealth Planning | 45.127 | 0,09 | 3.715 | 4,41 | ||||
| 2026-02-10 | 13F | WCG Wealth Advisors LLC | 338.979 | 4,50 | 27.905 | 9,03 | ||||
| 2026-02-12 | 13F | Annandale Capital, LLC | 103.717 | -1,53 | 9 | -90,36 | ||||
| 2026-02-02 | 13F | Horizon Investments, LLC | 59 | 5 | ||||||
| 2026-02-11 | 13F | Boyer & Corporon Wealth Management, LLC | 269.673 | 22.199 | ||||||
| 2026-02-13 | 13F | Satovsky Asset Management Llc | 2.830 | 1,18 | 233 | 5,45 | ||||
| 2026-02-04 | 13F | AGH Wealth Advisors, LLC | 118.879 | 1,60 | 9.787 | 6,00 | ||||
| 2026-02-06 | 13F | Midwestern Financial, LLC /IA | 73.654 | 1,81 | 6.063 | 6,22 | ||||
| 2026-01-07 | 13F | KFA Private Wealth Group, LLC | 5.418 | -1,71 | 446 | 2,76 | ||||
| 2026-02-18 | 13F | KKM Financial LLC | 6.666 | -5,04 | 549 | -0,90 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 1.761 | 149 | ||||||
| 2026-03-24 | 13F | Armis Advisers, LLC | 9.854 | 804 | ||||||
| 2026-01-28 | 13F | Joseph P. Lucia & Associates, LLC | 8.516 | 7,31 | 701 | 11,98 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 7.369 | 625 | ||||||
| 2026-04-17 | 13F | Aspen Capital Management, LLC | 37.271 | 0,00 | 3.162 | 3,06 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 36.874 | 3.035 | ||||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 32.190 | -0,44 | 2.731 | 2,63 | ||||
| 2026-02-14 | 13F | Copley Financial Group, Inc. | 4.028 | -1,54 | 332 | 2,80 | ||||
| 2025-11-12 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-26 | 13F | Great Point Wealth Advisors, LLC | 82.413 | 0,04 | 6.784 | 4,39 | ||||
| 2026-01-29 | 13F | Broadway Wealth Solutions, Inc. | 191.301 | 1,74 | 15.748 | 6,15 | ||||
| 2026-01-20 | 13F | Alpha Financial Advisors, LLC | 5.322 | 0,00 | 438 | 4,53 | ||||
| 2026-02-10 | 13F | Operose Advisors LLC | 4.823 | 2.072,52 | 397 | 2.229,41 | ||||
| 2026-02-06 | 13F | L.K. Benson & Company, P.C. | 31.434 | 3,67 | 2.588 | 8,15 | ||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 4.253 | 0,00 | 361 | 2,86 | ||||
| 2026-02-06 | 13F | Watchman Group, Inc. | 8.638 | 711 | ||||||
| 2026-04-10 | 13F | Oak Root LLC | 1.427.068 | 0,00 | 121.072 | 3,06 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 107.381 | 631,33 | 8.840 | 663,30 | ||||
| 2026-01-28 | 13F | REDW Wealth LLC | 68.895 | 6,24 | 5.671 | 10,85 | ||||
| 2026-02-05 | 13F | ORBA Wealth Advisors, L.L.C. | 46.749 | 18,27 | 3.848 | 23,41 | ||||
| 2026-04-14 | 13F | Sensenig Capital Advisors, Inc | 14.892 | 55,35 | 1.263 | 60,08 | ||||
| 2026-02-06 | 13F | Ferguson Johnson Wealth Management Inc | 72.584 | 6 | ||||||
| 2026-01-14 | 13F | Petros Family Wealth, LLC | 70.910 | 39,46 | 5.837 | 45,52 | ||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 4.858 | 77,30 | 400 | 84,72 | ||||
| 2026-02-09 | 13F | Fft Wealth Management Llc | 3.653 | 0,00 | 301 | 4,17 | ||||
| 2026-02-05 | 13F | Mason & Associates Inc | 262.715 | -1,31 | 21.627 | 2,97 | ||||
| 2026-02-10 | 13F | REAP Financial Group, LLC | 717 | 0,00 | 59 | 5,36 | ||||
| 2026-01-23 | 13F | BCR Wealth Strategies, LLC | 341.526 | 0,22 | 28 | 7,69 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 50.271 | -9,34 | 4.265 | -6,57 | ||||
| 2026-01-26 | 13F | Pacific Life Fund Advisors LLC | 457.028 | -12,23 | 37.623 | -8,42 | ||||
| 2026-04-15 | 13F | Ridgeline Wealth, LLC | 10.846 | -9,62 | 920 | -6,79 | ||||
| 2026-02-09 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 676 | 56 | ||||||
| 2026-01-15 | 13F | Foster & Motley Inc | 288.093 | 24 | ||||||
| 2025-11-10 | 13F | Lion Street Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | MidAtlantic Capital Management, Inc. | 1.897 | 156 | ||||||
| 2026-01-27 | 13F | BLVD Private Wealth, LLC | 62.046 | 0,71 | 5.108 | 5,08 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 27.879 | 7,65 | 2.295 | 12,29 | ||||
| 2026-02-17 | 13F | Align Financial, LLC | 13.575.371 | 13.575 | ||||||
| 2026-02-04 | 13F | Cannon Financial Strategists, Inc. | 257.333 | -2,98 | 21.184 | 1,23 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 27.935 | 4,66 | 2.370 | 7,87 | ||||
| 2026-04-10 | 13F | Legacy Wealth Management, LLC / MS | 65.445 | 5.552 | ||||||
| 2026-02-17 | 13F | Gallagher Fiduciary Advisors, LLC | 10.008 | 42,02 | 824 | 48,29 | ||||
| 2026-01-28 | 13F | WMG Financial Advisors, LLC | 215.237 | -0,60 | 17.718 | 3,71 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 94.230 | -2,08 | 7.757 | 2,17 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 2.792.330 | 36,26 | 229.865 | 42,17 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 37.726 | -10,54 | 3.106 | -6,67 | ||||
| 2026-01-21 | 13F | Rocky Mountain Advisers, Llc | 4.176 | 50,98 | 344 | 57,34 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 60.430 | 0,10 | 5.127 | 3,16 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 534.570 | 10,42 | 44.006 | 15,21 | ||||
| 2026-02-10 | 13F | Zhang Financial LLC | 402.208 | 18,20 | 33.110 | 23,32 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 366.373 | 7,82 | 31 | 14,81 | ||||
| 2026-02-12 | 13F | Gerber Kawasaki Wealth & Investment Management | 2.856 | 0,00 | 235 | 4,44 | ||||
| 2026-02-17 | 13F | Aspirean Wealth, LLC | 16.827 | 1.385 | ||||||
| 2026-01-26 | 13F | Equity Wealth Partners, LLC | 108.729 | 66,09 | 8.951 | 73,32 | ||||
| 2026-02-17 | 13F | Wheels Up Wealth, Inc. | 56.509 | 4.652 | ||||||
| 2026-02-06 | 13F | Magnolia Private Wealth, LLC | 121.875 | -30,51 | 10.033 | 12,35 | ||||
| 2026-01-21 | 13F | Paladin Advisory Group, LLC | 2.045 | 0,00 | 168 | 4,35 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 1.150.755 | 15,92 | 95 | 20,51 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 1.700.000 | 952,27 | 139.944 | 997,94 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 17.757 | 0,00 | 1.462 | 4,36 | ||||
| 2026-04-10 | 13F | Cerro Pacific Wealth Advisors LLC | 30.699 | -66,38 | 2.605 | -65,36 | ||||
| 2026-01-12 | 13F | Paragon Advisors, LLC | 2.910 | -69,03 | 240 | -67,75 | ||||
| 2026-01-21 | 13F | Tarbox Family Office, Inc. | 299.518 | 0,58 | 24.656 | 4,94 | ||||
| 2026-02-17 | 13F | TCG Advisory Services, LLC | 641.708 | 52.825 | ||||||
| 2025-11-13 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 10 | 1 | ||||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 385.965 | -1,72 | 31.773 | 2,53 | ||||
| 2026-02-11 | 13F | Simplex Trading, Llc | 43 | 4 | ||||||
| 2026-02-03 | 13F | Pearl Planning LLC | 207.659 | 17.094 | ||||||
| 2026-04-08 | 13F | Accel Wealth Management | 2.383 | -9,84 | 202 | -6,91 | ||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 4.969 | 15,34 | 404 | 19,17 | ||||
| 2026-02-10 | 13F | IAG Wealth Partners, LLC | 211.150 | 4,29 | 17.382 | 8,81 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 21.940 | 691,20 | 1.815 | 732,57 | ||||
| 2026-02-02 | 13F | Vista Capital Partners, Inc. | 6.339 | -0,56 | 522 | 3,78 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 4.320 | 3.827,27 | 356 | 4.337,50 | ||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 275.961 | 6,41 | 22.717 | 11,03 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 14.970 | 7,94 | 1.270 | 11,31 | ||||
| 2026-02-10 | 13F | Prospect Financial Group LLC | 36.740 | -0,48 | 3.024 | 3,85 | ||||
| 2026-01-22 | 13F | Apollon Wealth Management, LLC | 20.321 | 0,00 | 1.673 | 4,30 | ||||
| 2026-01-26 | 13F | Heritage Wealth Architects, Inc. | 139.543 | 27,13 | 12.090 | 39,61 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 17.213 | -0,87 | 1.417 | 3,36 | ||||
| 2026-02-06 | 13F | Gambit Capital Management, LLC | 3.885 | 320 | ||||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 34.828 | 24,01 | 2.955 | 33,36 | ||||
| 2026-02-12 | 13F | Empire Financial Management Company, LLC | 7.579 | 624 | ||||||
| 2025-11-12 | 13F | Cobblestone Capital Advisors Llc /ny/ | 13.943 | -0,02 | 1.100 | 6,59 | ||||
| 2026-02-06 | 13F | Prevail Innovative Wealth Advisors, Llc | 59.829 | 4.925 | ||||||
| 2026-02-13 | 13F | Gts Securities Llc | 12.465 | -2,83 | 1.026 | 1,38 | ||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 4.580 | 62,76 | 389 | 67,97 | ||||
| 2026-02-11 | 13F | RAM Investment Partners, LLC | 26.477 | 0,00 | 2.180 | 4,31 | ||||
| 2026-01-21 | 13F | SJS Investment Consulting Inc. | 37.593 | 8,97 | 3.095 | 13,71 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 50.959 | 15,72 | 4.195 | 20,73 | ||||
| 2025-10-21 | 13F | Morton Brown Family Wealth, LLC | 0 | -100,00 | 0 |
