AVEM - American Century ETF Trust - Avantis Emerging Markets Equity ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (ARCA)

American Century ETF Trust - Avantis Emerging Markets Equity ETF
US ˙ ARCA ˙ US0250726041

Grundlæggende statistik
Institutionelle ejere 790 total, 790 long only, 0 short only, 0 long/short - change of 14,93% MRQ
Gennemsnitlig porteføljeallokering 0.9748 % - change of 2,76% MRQ
Institutionelle aktier (lange) 198.831.142 (ex 13D/G) - change of 31,81MM shares 19,05% MRQ
Institutionel værdi (lang) $ 14.584.158 USD ($1000)
Institutionelt ejerskab og aktionærer

American Century ETF Trust - Avantis Emerging Markets Equity ETF (US:AVEM) har 790 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 198,831,142 aktier. Største aktionærer omfatter Bank Of America Corp /de/, Savant Capital, LLC, Envestnet Asset Management Inc, Mercer Global Advisors Inc /adv, Align Financial, LLC, Wells Fargo & Company/mn, Morgan Stanley, LPL Financial LLC, Northwestern Mutual Wealth Management Co, and Jones Financial Companies Lllp .

American Century ETF Trust - Avantis Emerging Markets Equity ETF (ARCA:AVEM) 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 March 12, 2026 is 80,74 / share. Previously, on March 13, 2025, the share price was 60,24 / share. This represents an increase of 34,03% over that period.

AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF 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

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

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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.

AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF Historical Put/Call Ratio
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
(%)
2026-01-27 13F Elevate Wealth Advisory, Inc 58 0,00 4 0,00
2026-02-17 13F Equitable Holdings, Inc. 45.305 85,48 3.489 90,24
2026-01-22 13F Triad Wealth Partners, LLC 3.214 5,69 248 8,33
2026-01-22 13F AllGen Financial Advisors, Inc. 89.654 5,21 6.905 7,89
2026-02-03 13F Emerald Investment Partners, Llc 800 0,00 62 1,67
2026-01-09 13F Silvia Mccoll Wealth Management, Llc 23.099 -5,34 1.779 -2,89
2026-02-17 13F Russell Investments Group, Ltd. 299 -44,83 23 -42,50
2026-02-17 13F Cardiff Park Advisors, Llc 157.604 -1,00 12.139 1,52
2026-02-13 13F Umb Bank N A/mo 6.250 -1,26 481 1,26
2026-01-20 13F Independence Bank of Kentucky 38.102 335,70 2.935 347,26
2025-11-12 13F Armis Advisers, LLC 0 -100,00 0
2026-02-04 13F Pensionmark Financial Group, Llc 34.136 31,08 2.542 30,03
2026-02-10 13F Western Reserve Capital Management, LLC 28.373 2.185
2026-01-21 13F Sutton Place Investors Llc 10.904 93,88 840 98,82
2026-02-02 13F Cypress Point Wealth Management, LLC 95.938 4,73 7.389 7,40
2026-02-13 13F First Trust Advisors Lp 4.970 65,23 383 69,78
2026-01-26 13F WJ Interests, LLC 250.803 -7,36 19.317 -5,00
2026-01-23 13F Integrated Wealthcare, Llc 99.459 7.660
2026-02-17 13F Old Mission Capital Llc 172.791 -44,22 13.308 -42,81
2026-02-13 13F Ausdal Financial Partners, Inc. 13.972 30,26 1.076 33,66
2026-01-23 13F Family Investment Center, Inc. 5.414 0,48 417 2,97
2026-01-30 13F Strategic Blueprint, LLC 95.173 54,45 7.330 58,38
2026-02-05 13F Cambridge Investment Research Advisors, Inc. 99.322 64,36 8 75,00
2026-01-22 13F Systelligence, LLC 108.904 8.388
2026-01-07 13F Henrickson Nauta Wealth Advisors, Inc. 257.557 99,79 20.648 113,26
2026-01-28 13F Financial Plan, Inc. 473.111 36.439
2026-02-11 13F SOUTH STATE Corp 4.006 -2,63 309 -0,32
2026-01-21 13F Raleigh Capital Management Inc. 140 11
2026-02-10 13F NorthStar Asset Management LLC /NJ/ 46.582 18,76 3.588 21,76
2026-02-19 13F CI Private Wealth, LLC 1.001.434 32,25 77.130 35,61
2026-02-13 13F Baird Financial Group, Inc. 41.157 29,33 3.170 32,59
2025-11-07 13F Atticus Wealth Management, Llc 0 -100,00 0
2026-02-06 13F Motco 23.028 20,18 1.774 23,21
2026-02-11 13F Hoxton Planning & Management, LLC 9.530 734
2026-02-12 13F Triumph Capital Management 292 -0,34 22 0,00
2026-01-13 13F Sharkey, Howes & Javer 49.767 79,83 3.833 84,46
2026-02-06 13F Vestmark Advisory Solutions, Inc. 8.599 662
2026-01-15 13F Brady Martz Wealth Solutions, LLC 39.730 -2,61 3.060 -0,16
2026-01-20 13F Savvy Advisors, Inc. 58.230 1,69 4.485 4,25
2026-02-11 13F LPL Financial LLC 3.740.586 39,60 288.100 43,15
2026-02-11 13F Buckingham Strategic Partners 460.255 75,93 35.449 80,05
2026-02-12 13F Principal Securities, Inc. 13.215 91,66 1.018 96,71
2026-02-12 13F Trailhead Planners LLC 32.294 2.487
2026-01-26 13F Quarry Hill Advisors, Llc 25.340 3,20 1.952 5,80
2026-02-19 13F Mcguire Capital Advisors Inc 237 18
2026-02-10 13F Peapack Gladstone Financial Corp 9.965 20,29 1
2025-09-24 NP AAARX - Strategic Allocation: Aggressive Fund R Class This fund is a listed as child fund of American Century Companies 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 567.117 -8,67 39.227 4,40
2026-01-22 13F Telos Capital Management, Inc. 74.335 480,06 5.725 495,11
2026-01-27 13F GHP Investment Advisors, Inc. 299 23
2026-02-06 13F Larson Financial Group LLC 204.163 -11,76 15.725 -9,52
2026-02-13 13F Stifel Financial Corp 137.822 7,65 10.615 10,40
2026-02-02 13F Integrity Wealth Solutions LLC 6.522 18,47 502 21,55
2026-02-17 13F Cresset Asset Management, LLC 876.285 3,30 67.491 5,93
2026-01-26 13F Decker Retirement Planning Inc. 5.579 0,05 430 2,63
2026-02-13 13F Greenline Wealth Management LLC 17 1
2026-02-13 13F Pathstone Holdings, LLC 22.401 1,29 1.725 3,85
2026-02-12 13F Betterment LLC 27.850 1,39 2 0,00
2026-02-17 13F Cahill Financial Advisors Inc 3.629 7,59 280 10,28
2026-01-27 13F Belpointe Asset Management LLC 4.839 373
2026-02-18 13F EP Wealth Advisors, Inc. 72.441 26,95 5.579 42,65
2026-02-11 13F Oak Wealth Advisors LLC 121.615 9.367
2026-01-26 13F AE Wealth Management LLC 70.127 94,03 5.401 99,01
2026-02-13 13F American Century Companies Inc 2.641.484 16,26 203.447 19,22
2026-02-02 13F Oppenheimer & Co Inc 0 -100,00 0
2026-02-06 13F Tortoise Investment Management, LLC 120.434 -1,25 9.276 1,26
2026-02-10 13F Godfrey Financial Associates, Inc. 214 16
2026-02-13 13F Maia Wealth LLC 42.418 54,61 3.646 70,33
2026-02-13 13F Integrated Wealth Concepts LLC 3.723 5,17 287 7,92
2026-01-30 13F Oakworth Capital, Inc. 0 -100,00 0
2026-02-17 13F Jones Financial Companies Lllp 3.046.853 52,33 234.669 58,18
2026-02-17 13F Integrated Advisors Network LLC 22.266 1.715
2025-11-03 13F Annis Gardner Whiting Capital Advisors, LLC 0 -100,00 0
2026-01-16 13F Verus Wealth Management, Llc 45.268 -5,29 3.487 -2,87
2026-02-06 13F Global Retirement Partners, LLC 41.586 29,75 3.203 33,03
2026-01-26 13F JNBA Financial Advisors 59.182 -5,52 4.558 -3,10
2026-01-12 13F Physician Wealth Solutions Inc. 74.106 4,96 5.708 7,64
2026-03-04 13F SHP Wealth Management 180 14
2025-10-10 13F Abound Wealth Management 0 -100,00 0
2026-02-04 13F GGM Financials LLC 150 1,35 12 0,00
2026-01-09 13F Keb Asset Management, Llc 26.291 -5,33 2.025 -2,93
2026-02-11 13F Jpmorgan Chase & Co 1.307.298 -6,91 100.688 -4,54
2026-02-04 13F Midwest Trust Co 773.460 3,20 59.572 5,83
2026-02-11 13F Tradition Wealth Management, LLC 32.068 89,17 2.470 93,95
2026-02-10 13F Rothschild Investment Llc 439 192,67 34 200,00
2026-02-27 13F Arwa Llc 33.022 2.543
2026-01-26 13F Key Capital Management, INC 99 8
2026-01-28 13F Edge Financial Advisors LLC 3.597 -20,08 277 -18,05
2026-01-12 13F Quantum Financial Advisors, LLC 359.031 5,91 27.653 8,60
2026-02-17 13F Creative Planning 974.297 -2,94 75.040 -0,48
2026-02-06 13F Cullen/frost Bankers, Inc. 5.335 520,35 411 540,63
2026-01-23 13F Armbruster Capital Management, Inc. 50.820 -1,45 3.914 1,06
2026-01-23 13F Transcend Wealth Collective, Llc 2.656 205
2026-02-17 13F Private Advisor Group, LLC 493.261 18,99 37.991 22,01
2025-11-14 13F Strategic Wealth Partners, Ltd. 3.382 254
2026-01-16 13F Claris Advisors, Llc / Mo / 2.865 -5,60 221 5,77
2026-02-09 13F Millington Financial Advisors, LLC 3.681 312
2026-01-15 13F ERn Financial, LLC 167.024 2,18 12.864 4,77
2026-02-12 13F Wedbush Securities Inc 37.212 5,29 3 0,00
2026-02-13 13F Sofos Investments, Inc. 0 -100,00 0
2026-02-10 13F BlackDiamond Wealth Management Inc. 14.217 1.217
2026-02-13 13F Ariadne Wealth Management, LP 32.850 0,67 2.823 11,76
2026-02-13 13F Cetera Trust Company, N.A 15.357 0,00 1.183 2,52
2026-02-02 13F Cornerstone Planning Group LLC 14 1
2026-02-09 13F Collaborative Wealth Managment Inc. 90.283 11,30 6.954 14,13
2026-02-09 13F Rhl Group, Llc 1.262 97
2026-01-27 13F Vantagepoint Investment Advisers Llc 2.345.197 3,46 180.627 6,09
2026-02-13 13F Wilkerson Advisory Group LLC 79.179 6.098
2026-02-12 13F Tillman Hartley LLC 36.653 0,54 2.823 3,10
2026-01-22 13F Fmb Wealth Management 24.673 10,44 1.900 13,30
2026-02-12 13F Cloud Capital Management, LLC 8.609 8,44 1
2026-02-11 13F Capital Analysts, Inc. 38.035 31,66 3 0,00
2026-03-03 13F Targeted Financial Services LLC 9.360 721
2026-02-02 13F TCI Wealth Advisors, Inc. 243.128 -3,05 18.726 -0,59
2026-02-13 13F Brown Advisory Inc 14.843 259,31 1.143 268,71
2026-01-26 13F Kelman-Lazarov, Inc. 70.326 0,38 5.416 2,93
2026-02-13 13F MAI Capital Management 66.354 116,09 5.111 121,60
2026-02-11 13F Cornerstone Advisors Asset Management, Inc 0 -100,00 0
2026-02-12 13F BlackRock, Inc. 31.113 14,50 2.396 17,45
2026-02-13 13F Resources Investment Advisors, LLC. 2.245.195 731,83 172.925 753,02
2026-02-17 13F LaSalle St. Investment Advisors, LLC 3.531 22,31 0
2026-02-09 13F MSH Capital Advisors LLC 3.750 289
2026-01-14 13F Wealthcare Advisory Partners LLC 6.136 37,27 473 40,90
2026-01-16 13F Oak Root LLC 1.075.466 -7,86 82.832 -5,52
2026-02-12 13F Wealthspire Advisors, LLC 0 -100,00 0
2026-02-13 13F Kestra Advisory Services, LLC 0 -100,00 0
2026-02-17 13F Raymond James Financial Inc 1.277.846 58,46 98.420 62,49
2026-02-13 13F Fortis Capital Management LLC 6.990 538
2026-02-17 13F D L Carlson Investment Group Inc 84.071 11,37 6.475 14,22
2026-01-20 13F HMV Wealth Advisors, LLC 30.040 -2,69 2.314 -0,22
2026-02-09 13F Nicolet Bankshares Inc 230.389 14,16 17.745 17,06
2026-02-02 13F Robertson Stephens Wealth Management, LLC 234.831 18.087
2026-02-10 13F Foundations Investment Advisors, LLC 218.004 -1,10 16.791 1,41
2026-01-09 13F Dynamic Advisor Solutions LLC 43.758 0,30 3.370 2,87
2026-01-27 13F Forum Financial Management, LP 13.421 1,81 1.034 4,34
2026-02-10 13F CFS Investment Advisory Services, LLC 92.335 92,00 7.112 91,57
2026-01-28 13F Marietta Wealth Management, LLC 244.424 18.826
2026-02-05 13F Hicks Capital Management Llc 21.730 1.674
2026-01-28 13F Caliber Wealth Management, LLC / KS 222.649 4,45 17.148 7,10
2026-02-12 13F Renaissance Technologies Llc 6.900 -44,80 531 -43,39
2026-02-13 13F Eaton-Cambridge Inc. 17.281 -3,32 1.331 -0,89
2026-02-10 13F Root Financial Partners, LLC 213 0,00 16 6,67
2026-02-10 13F ShoreHaven Wealth Partners, LLC 169.224 28,21 13.034 31,47
2026-01-14 13F Kaufman Rossin Wealth, LLC 4.281 -7,62 330 -5,46
2025-11-03 13F Townsquare Capital Llc 0 -100,00 0 -100,00
2026-02-17 13F Laird Norton Trust Company, Llc 37.855 2.916
2026-02-12 13F Trace Wealth Advisors, LLC 82.006 0,04 6.316 2,60
2026-01-30 13F Simplicity Wealth,LLC 248.675 12,89 19.153 15,76
2026-02-03 13F Farmers & Merchants Investments Inc 2.400 0,00 185 2,22
2026-01-06 13F Tucker Asset Management Llc 0 -100,00 0
2026-02-11 13F Clarity Wealth Development LLC 14.059 -1,74 1.083 -3,05
2026-02-02 13F Objectivity Squared, LLC 82.211 2,87 6.332 5,48
2026-02-09 13F Hantz Financial Services, Inc. 553 49,46 0
2026-01-22 13F Trilogy Capital Inc. 31.225 -6,29 2.405 -3,92
2026-02-09 13F Kestra Investment Management, LLC 1.475.543 3.618,89 113.646 3.713,62
2026-01-23 13F Clear Creek Financial Management, LLC 19.593 13,48 1.509 16,44
2026-02-09 13F Morris Financial Concepts, Inc. 8.669 -3,03 668 -0,60
2026-01-13 13F Team Financial Group, LLC 557 184,18 43 200,00
2026-02-11 13F Hughes Financial Services, LLC 0 -100,00 0
2026-02-06 13F Pnc Financial Services Group, Inc. 2.198.370 10,41 169.318 13,22
2026-02-06 13F Tanglewood Legacy Advisors, LLC 435 0,00 34 3,13
2026-02-02 13F Avidian Wealth Solutions, LLC 14.752 78,06 1.136 82,64
2026-01-28 13F Team Hewins, LLC 167.923 -0,23 12.933 2,31
2026-01-28 13F Salomon & Ludwin, LLC 1.427 -6,30 113 -1,74
2026-02-09 13F First National Trust Co 47.143 13,42 3.631 16,31
2026-02-13 13F Motiv8 Investments LLC 612 0
2026-02-10 13F WealthTrak Capital Management LLC 17.550 200,00 1.352 207,74
2026-02-10 13F Natixis Advisors, L.p. 96.311 39,99 7 40,00
2026-01-28 13F Pacific Asset Management, LLC 12.674 -3,52 976 -1,01
2026-01-14 13F Centurion Wealth Management LLC 7.633 588
2026-01-26 13F Private Trust Co Na 2.265 0,00 174 2,35
2026-02-06 13F Great Diamond Partners, LLC 116.438 8.968
2026-02-10 13F/A Northwestern Mutual Wealth Management Co 3.628.408 29,54 279.460 32,83
2026-01-27 13F Symmetry Partners, LLC 29.223 -5,35 2.251 -2,98
2026-02-13 13F Commerce Bank 0 -100,00 0
2026-01-28 13F Financial Symmetry Inc 61.778 -0,45 4.758 2,08
2026-02-02 13F CX Institutional 823 1,60 0
2026-02-11 13F Stonebrook Private Inc. 105.330 8.112
2026-01-26 13F Level Financial Advisors, Inc. 67.978 1,12 5.236 3,68
2026-01-29 13F Silver Oak Wealth Advisors Services, Llc 101.306 -2,33 7.803 0,15
2026-01-28 13F Chicago Partners Investment Group LLC 60.235 -1,16 4.991 5,01
2026-02-17 13F SageView Advisory Group, LLC 1.771 136
2026-02-03 13F RFG Advisory, LLC 29.828 2.297
2026-01-05 13F First Hawaiian Bank 99.311 7,68 7.649 10,41
2026-02-04 13F Tsfg, Llc 307 0,00 0
2026-02-05 13F Avantax Planning Partners, Inc. 1.108.899 5,55 85.407 8,23
2026-02-06 13F Fortis Group Advisors, LLC 13.689 -1,11 1.138 6,06
2026-02-13 13F Arkadios Wealth Advisors 3.554 274
2026-01-13 13F Signal Advisors Wealth, LLC 22.759 4,52 1.753 7,16
2026-01-23 13F BSW Wealth Partners 208.668 -4,08 16.072 -1,65
2026-02-17 13F McCartney Wealth Management LLC 38.194 2.942
2026-01-22 13F Vicus Capital 4.137 -1,22 319 1,27
2026-02-17 13F Fmr Llc 638.924 219,57 49.248 227,95
2026-01-29 13F Facet Wealth, Inc. 3.009 256
2026-02-13 13F Citigroup Inc 0 -100,00 0
2026-01-29 13F Brown Financial Advisory 5.559 0,00 428 2,64
2026-01-28 13F Glassman Wealth Services 36 0,00 3 0,00
2026-02-12 13F Great Valley Advisor Group, Inc. 865.913 6,93 66.692 9,64
2026-01-16 13F Catalina Capital Group, LLC 7.793 600
2026-01-29 13F Aspen Capital Management, LLC 2.930 0,69 226 3,21
2026-02-13 13F Safe Harbor Wealth Advisors, LLC 4.414 379
2026-01-08 13F Signet Financial Management, Llc 131.786 3,52 10.150 6,16
2026-01-15 13F Acima Private Wealth, Llc 98.393 -7,77 7.578 -5,42
2026-01-26 13F Grand Wealth Management, Llc 162.479 5,08 12.514 7,75
2026-01-09 13F Hardin Capital Partners, LLC 13.713 0,99 1.056 3,63
2026-02-17 13F Ancora Advisors, LLC 220 0,00 17 0,00
2026-01-28 13F White Pine Investment CO 61.672 65,52 5 100,00
2026-02-02 13F Mutual Advisors, LLC 11.091 50,39 854 51,15
2026-02-02 13F One Wealth Advisors, LLC 103.468 97,95 7.969 103,03
2026-01-09 13F Aurelius Family Office LLC 34.297 -0,07 2.725 5,70
2026-02-13 13F Jacobi Capital Management LLC 3.551 -5,10 273 -2,85
2026-02-11 13F Convergence Financial, LLC 11.383 -0,23 877 2,34
2026-01-28 13F Libra Wealth Llc 190.269 12,47 14.655 15,33
2026-01-22 13F Venturi Wealth Management, LLC 195.917 -31,36 15.090 -29,62
2025-11-06 13F Westbourne Investments, Inc. 0 -100,00 0
2025-11-06 13F LexAurum Advisors, LLC 81.616 4,77 6.130 14,82
2026-02-17 13F North Capital, Inc. 0 -100,00 0
2026-02-17 13F National Asset Management, Inc. 8.866 -0,88 683 1,64
2026-01-15 13F Dixon Fnancial Services, Inc. 9.908 0,00 763 2,55
2026-01-29 13F Dunhill Financial, LLC 75.052 263,06 5.869 277,19
2026-02-13 13F Financial Freedom, LLC 655 50
2026-01-30 13F Ares Financial Consulting, LLC 1.754 135
2026-02-17 13F Foundry Financial LLC 10.623 818
2026-01-08 13F True Wealth Design, LLC 0 -100,00 0
2026-01-28 13F Emprise Bank 3.574 0,00 275 2,61
2025-10-21 13F McElhenny Sheffield Capital Management, LLC 0 -100,00 0 -100,00
2026-02-12 13F Callan Family Office, LLC 9.585 0,00 738 2,64
2025-09-25 NP FINT - Frontier Asset Total International Equity ETF 151.997 -18,29 10.514 -6,60
2026-02-12 13F Commonwealth Equity Services, Llc 955.260 15,54 73.574 118.567,74
2026-02-14 13F POM Investment Strategies, LLC 49.192 4,18 3.789 6,82
2026-01-29 13F Kestra Private Wealth Services, Llc 44.230 84,90 3.407 89,64
2026-01-22 13F Bfsg, Llc 369 0,00 28 3,70
2026-02-04 13F Ameritas Advisory Services, LLC 7.729 -4,05 595 -1,65
2026-02-12 13F Resurgent Financial Advisors LLC 4.296 331
2026-02-17 13F Perennial Investment Advisors, LLC 37.018 22,22 2.851 25,32
2026-02-04 13F Austin Asset Management Co Inc 4.879 -21,89 376 -20,04
2026-01-26 13F Frankly Finances, LLC 56.438 4.347
2026-02-02 13F HTG Investment Advisors, Inc. 75.432 6,52 5.810 9,21
2026-02-10 13F Private Wealth Asset Management, LLC 5.100 393
2026-01-23 13F Brown, Lisle/cummings, Inc. 1.266 0,00 98 2,11
2026-01-26 13F XY Planning Network, Inc. 22.985 196,77 1.770 233,96
2026-01-16 13F Balboa Wealth Partners 12.989 29,22 1.000 32,45
2026-02-09 13F Fidelis Capital Partners, LLC 91.962 50,64 7.083 54,46
2026-02-17 13F Prosperity Consulting Group, LLC 33.366 -5,37 2.570 -2,98
2026-01-23 13F High Net Worth Advisory Group LLC 2.882 1,55 222 4,23
2026-01-26 13F Valmark Advisers, Inc. 18.061 -7,81 1.391 -5,44
2026-01-08 13F Grove Bank & Trust 69.784 6,74 5.375 9,45
2026-01-30 13F/A M&t Bank Corp 4.280 2,32 330 4,78
2026-01-15 13F Saxony Capital Management, LLC 4.500 0,00 347 2,67
2026-01-28 13F Morton Brown Family Wealth, LLC 454.605 -1,11 35.014 1,41
2026-02-17 13F Brown Financial Advisors 58.354 -0,79 4.494 1,74
2026-01-28 13F Citizens & Northern Corp 10.143 0,00 781 2,63
2026-02-10 13F Arcadia Wealth Management, Inc. 40.717 4,73 3.136 7,40
2026-02-10 13F Parkway Wealth Management Group, LLC 4.534 349
2025-11-12 13F Maseco Llp 0 -100,00 0
2026-01-23 13F Westside Investment Management, Inc. 2.837 8,70 219 11,73
2026-01-23 13F Bridgewater Advisors Inc. 87.552 -1,10 7.153 5,24
2025-11-12 13F Journey Strategic Wealth Llc 0 -100,00 0
2026-01-16 13F McLean Asset Management Corp 465.220 34,02 37.706 42,01
2026-01-14 13F Centennial Wealth Advisory LLC 27.951 4,67 2.153 7,33
2026-01-23 13F Sunpointe, LLC 9.306 0,00 717 2,58
2026-01-29 13F High Probability Advisors, LLC 291.839 -0,39 22.477 2,14
2026-02-23 13F Beaird Harris Wealth Management, LLC 582.617 -1,06 44.873 1,46
2026-01-12 13F Heritage Family Offices, LLP 10.815 833
2026-02-13 13F Change Path, LLC 614.517 32,34 47.330 35,71
2026-02-13 13F Advyzon Investment Management, LLC 27.877 24,23 2.147 27,42
2026-02-13 13F Generations Wealth, LLC 2.802 216
2026-02-03 13F Milestone Asset Management Group, LLC 5.534 18,10 426 21,37
2026-02-11 13F TruNorth Capital Management, LLC 0 -100,00 0
2026-01-29 13F Porter White Investment Advisors, Inc. 3.186 0,00 245 2,51
2026-02-06 13F Lloyd Advisory Services, LLC. 7 1
2026-02-17 13F Royal Bank Of Canada 461.897 40,15 35.576 43,71
2026-02-10 13F Cogent Private Wealth, Inc. 15.999 1.232
2026-01-16 13F Trust Co Of Vermont 75 6
2026-02-10 13F Ark & Tlk Investments, Llc 10.472 -5,98 807 -3,59
2026-02-18 13F Financial Advisory Service, Inc. 181 -51,99 14 -53,57
2026-01-27 13F PFG Advisors 23.980 1.847
2026-02-13 13F Arete Wealth Advisors, LLC 3.402 0
2026-01-26 13F Merit Financial Group, LLC 113.512 -22,72 8.743 -20,76
2026-02-17 13F Advisor Group Holdings, Inc. 1.765.839 4,62 136.007 8,23
2025-11-03 13F Golden State Wealth Management, LLC 0 -100,00 0 -100,00
2026-01-26 13F Nottingham Advisors, Inc. 115.383 -3,45 8.887 -1,00
2026-01-23 13F Lam Group, Inc. 22.010 57,50 1.695 61,58
2025-10-10 13F Sound Income Strategies, LLC 0 -100,00 0 -100,00
2026-01-14 13F Northwest Wealth Management, Llc 135.744 -6,48 10.455 -4,10
2026-01-16 13F Red Lighthouse Investment Management, Llc 94.440 0,40 7.274 2,96
2026-01-22 13F Networth Advisors, LLC 33 3
2026-01-26 13F Parcion Private Wealth LLC 3.215 0,00 248 2,49
2026-01-09 13F Friday Financial 12.272 21,54 945 24,67
2025-10-24 13F rebel Financial LLC 0 -100,00 6.427 9,68
2026-02-13 13F Total Wealth Planning, Llc 7.672 -93,15 591 -92,99
2026-02-13 13F Mariner, LLC 279.273 0,16 21.510 2,70
2026-02-10 13F Pasadena Private Wealth, LLC 315.161 0,76 24.274 3,32
2026-02-04 13F Continuum Wealth Advisors, Llc 4.028 310
2026-02-03 13F Orion Capital Management LLC 9.836 2,00 758 4,56
2026-02-17 13F OmniStar Financial Group, Inc. 0 -100,00 0
2026-02-13 13F Beacon Financial Advisory LLC 8.461 65,74 652 69,97
2026-02-12 13F Brinker Capital Investments, LLC 508.408 4,77 39.158 7,43
2026-01-21 13F Signature Resources Capital Management, LLC 56.716 6,50 4.368 9,23
2026-02-13 13F Plum Street Advisors, LLC 29.512 -3,00 2.273 -0,53
2026-02-12 13F Tripletail Wealth Management, LLC 0 -100,00 0
2026-02-13 13F Retirement Financial Solutions, Llc 143.070 11.019
2026-01-22 13F Pinnacle Bancorp, Inc. 3.725 0,00 287 2,51
2026-01-26 13F Greenwood Capital Associates Llc 50.241 24,53 3.870 27,69
2026-02-02 13F Sagace Wealth Management LLC 28.943 -1,78 2.229 0,72
2026-01-29 13F Comerica Bank 56.708 14,74 4.368 17,65
2026-01-14 13F ACT Advisors, LLC. 307.508 3,45 23.684 6,08
2026-02-09 13F Huntington National Bank 198 260,00
2026-02-13 13F Burton Enright Welch 191.892 14.780
2026-01-08 13F Websterrogers Financial Advisors, Llc 197.950 -2,47 15.246 0,02
2026-01-27 13F Werba Rubin Papier Wealth Management 0 -100,00 0
2026-01-22 13F Ifrah Financial Services, Inc. 11.150 -2,73 859 -0,35
2026-01-28 13F Investmark Advisory Group LLC 6.712 1,84 517 4,44
2026-02-13 13F TFB Advisors LLC 23.681 -0,11 1.824 3,34
2026-01-12 13F Foster Group, Inc. 5.965 -1,44 459 1,10
2026-01-26 13F Slagle Financial, LLC 23.320 3,55 1.796 6,21
2026-01-15 13F PFG Private Wealth Management, LLC 0 -100,00 0
2026-02-09 13F Harbour Investments, Inc. 773.518 26,59 59.576 29,81
2026-02-11 13F Lifestyle Asset Management, Inc. 50.624 -2,73 3.899 -0,26
2026-01-20 13F AdvisorNet Financial, Inc 114 -75,90 9 -77,14
2026-02-03 13F Navigoe, LLC 32.232 -0,37 2 0,00
2026-02-03 13F RWM Asset Management, LLC 183.631 -0,25 15.260 10,36
2026-02-05 13F Mission Wealth Management, Lp 529.756 -1,85 40.802 0,65
2026-02-13 13F Aptus Capital Advisors, LLC 16.114 4.783,03 1.241 5.070,83
2026-02-05 13F Thrivent Financial For Lutherans 225.066 104,43 17 112,50
2026-01-27 13F Fortis Capital Advisors, LLC 4.839 373
2026-02-10 13F Cherry Tree Wealth Management, LLC 74.719 1,41 5.755 3,98
2026-01-30 13F Torren Management, LLC 144.098 11.098
2026-02-05 13F PCG Wealth Advisors, LLC 11.217 -2,04 864 0,35
2026-02-06 13F BOK Financial Private Wealth, Inc. 16.338 47,38 1.258 51,20
2026-01-14 13F McMahon Financial Advisors, LLC 192.951 3,87 14.861 6,52
2026-02-17 13F Cetera Investment Advisers 1.648.590 53,70 126.974 57,61
2025-11-06 13F Wealthstream Advisors, Inc. 20.792 7,24 1.562 17,55
2026-01-20 13F Aspiriant, Llc 4.083 0,00 314 2,61
2026-02-12 13F M1 Capital Management LLC 4.629 357
2026-02-02 13F MN Wealth Advisors, LLC 91.838 16,01 7.073 18,95
2026-02-12 13F Moneta Group Investment Advisors Llc 2.726 210
2025-11-12 13F Accredited Wealth Management, LLC 137 -19,88 13 9,09
2026-01-26 13F WorthPointe, LLC 57.439 -0,85 4.424 1,65
2026-01-23 13F Nbt Bank N A /ny 77 1
2026-01-27 13F Horst & Graben Wealth Management LLC 123.350 90,07 9.503 94,97
2026-01-21 13F West Paces Advisors Inc. 405.298 0,61 31.216 3,17
2026-01-08 13F Asempa Wealth Advisors 12.187 939
2026-01-15 13F Trust Co 1.061 82
2026-01-29 13F Ashton Thomas Private Wealth, LLC 82.023 109,56 6.317 114,94
2026-02-03 13F SBI Securities Co., Ltd. 9 80,00 1
2026-01-20 13F Coastal Investment Advisors, Inc. 11 1
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-02-17 13F Wiley Bros.-aintree Capital, Llc 129.029 0,32 9.859 0,70
2026-01-16 13F Perigon Wealth Management, LLC 57.733 1,33 4.447 3,90
2026-01-08 13F Cooper Financial Group 93.654 7.213
2026-01-30 13F Valued Wealth Advisors LLC 176.373 1,71 13.584 4,30
2026-02-10 13F Hazlett, Burt & Watson, Inc. 4.042 1.454,62 0
2026-02-12 13F Johnson Financial Group, Inc. 31 2
2026-02-17 13F Captrust Financial Advisors 3.116 -45,03 240 -43,76
2026-01-09 13F Dopkins Wealth Management, Llc 89.596 -3,07 6.901 -0,62
2026-02-11 13F Nemes Rush Group LLC 4.211 22,81 324 26,07
2026-02-10 13F Tidemark, LLC 1.647 -12,49 127 -10,64
2026-02-12 13F Brown Brothers Harriman & Co 8.473 4.136,50 653 4.246,67
2026-02-19 13F Professional Financial Solutions Llc /adv 4.569 352
2026-02-10 13F Ritter Daniher Financial Advisory LLC / DE 408.482 -2,65 31.461 -0,18
2026-02-17 13F Lantern Wealth Advisors, LLC 13.534 76,48 1.042 80,90
2025-11-07 13F Beacon Capital Management, LLC 0 -100,00 0
2026-01-07 13F Lakeridge Wealth Management LLC 73.358 11,98 5.650 14,84
2026-01-15 13F Stewardship Advisors, LLC 3.847 -7,79 296 -5,43
2026-01-23 13F Creative Capital Management Investments LLC 11.286 -0,32 869 2,24
2026-01-27 13F Krilogy Financial LLC 10.439 11,99 867 20,25
2026-01-29 13F Compass Ion Advisors, LLC 6.339 3,11 488 5,86
2026-02-13 13F Parkside Financial Bank & Trust 700 0,29 54 1,92
2026-01-12 13F Sentinel Pension Advisors Inc 46.832 29,84 3.607 33,11
2026-02-17 13F NewSquare Capital LLC 0 -100,00 0
2026-02-12 13F Annandale Capital, LLC 64.742 -2,22 5 -91,84
2026-01-26 13F Asset Dedication, LLC 23.155 -5,02 1.783 -2,62
2026-02-02 13F Horizon Investments, LLC 31 2
2026-01-21 13F Walkner Condon Financial Advisors LLC 198.732 34,25 15.306 37,67
2026-02-04 13F CAP Partners, LLC 32.293 0,17 2.487 2,73
2026-01-29 13F Approach Retirement Advisors, LLC 13.152 1.013
2026-02-11 13F Comprehensive Financial Planning, Inc./PA 308 1,32 24 4,55
2026-02-14 13F Copley Financial Group, Inc. 3.342 -2,85 257 -0,39
2026-02-11 13F VeraBank, N.A. 269.353 3,96 20.746 6,60
2026-02-17 13F Pw Advisors, Llc \ Fl 65.067 5.011
2026-02-06 13F IFP Advisors, Inc 28.429 0,42 2.190 2,96
2026-01-28 13F REDW Wealth LLC 71.760 19,31 5.527 22,34
2026-02-06 13F Ferguson Johnson Wealth Management Inc 54.200 4
2026-01-30 13F Bogart Wealth, LLC 433.802 33.411
2026-01-26 13F Patriot Financial Group Insurance Agency, LLC 13.353 115,89 1.028 121,55
2026-02-13 13F SRS Capital Advisors, Inc. 234.975 18.098
2026-01-15 13F Foster & Motley Inc 533.244 -0,97 41 2,50
2026-01-23 13F BCR Wealth Strategies, LLC 11.406 -5,61 1
2026-01-13 13F Mather Group, Llc. 0 -100,00 0
2026-01-12 13F Harbor Group, Inc. 46.609 21,01 3.590 24,10
2026-02-10 13F MidAtlantic Capital Management, Inc. 465 36
2026-01-22 13F Sterneck Capital Management, LLC 54.594 5,03 4.205 7,68
2026-02-10 13F Prospect Financial Group LLC 27.830 2,14 2.143 4,74
2026-01-26 13F Reyes Financial Architecture, Inc. 17 1
2026-02-12 13F WealthPLAN Partners, LLC 89.320 7,08 6.879 9,80
2026-01-29 13F Kickstand Ventures, Llc. 8.231 175,93 634 182,59
2026-01-23 13F Avion Wealth 3.610 0,00 0
2026-01-29 13F Broadway Wealth Solutions, Inc. 86.652 0,04 6.674 2,58
2026-02-26 13F TD Capital Management LLC 394 1,55 30 3,45
2026-01-30 13F Activest Wealth Management 113.939 1,78 8.776 4,36
2026-02-17 13F Wheels Up Wealth, Inc. 35.688 2.749
2025-11-10 13F Ameritas Investment Partners, Inc. 0 -100,00 0
2026-01-07 13F Magnus Financial Group LLC 5.213 66,18 401 70,64
2026-02-17 13F Vertex Planning Partners, LLC 53.255 92,17 4.102 97,07
2026-01-23 13F Optima Capital Llc 159 12
2026-02-03 13F Apeiron RIA LLC 58.169 8,01 4.851 19,63
2026-01-23 13F Valley National Advisers Inc 1.093 0,00 0
2026-02-13 13F Wealth Alliance 23.764 1.830
2026-01-15 13F SILVER OAK SECURITIES, Inc 6.831 163,14 527 171,65
2026-02-13 13F/A Planwiser Financial, Llc 0 -100,00 0
2026-02-10 13F Clarity Capital Advisors, LLC 25.053 10,74 1.930 13,54
2026-01-13 13F CoreCap Advisors, LLC 50.065 38,81 3.856 42,39
2026-02-12 13F Jane Street Group, Llc 700.000 359,68 53.914 371,40
2026-01-14 13F ORG Wealth Partners, LLC 201 35,81 16 36,36
2026-02-17 13F Align Financial, LLC 6.858.314 6.858
2026-01-21 13F Tarbox Family Office, Inc. 523.415 0,65 40.313 3,21
2026-02-02 13F PKS Advisory Services, LLC 23.379 -0,57 1.801 1,93
2026-02-06 13F Creative Financial Designs Inc /adv 12.834 97,32 988 102,46
2026-01-21 13F Modera Wealth Management, LLC 178.282 -0,11 13.731 2,44
2026-01-15 13F Lodestone Wealth Management LLC 8 1
2026-02-17 13F/A Vance Wealth, Inc. 12.412 -11,06 956 -8,87
2026-02-05 13F Atlas Wealth LLC 10.192 0,00 785 2,48
2026-02-19 13F WealthPoint Financial, LLC 21.278 1.639
2026-02-05 13F WealthPlan Investment Management, LLC 229.978 2,89 17.713 5,50
2026-02-02 13F Vista Capital Partners, Inc. 3.750 -0,19 289 2,13
2026-02-18 13F Pacific Excel Wealth Advisors, Inc. 9.831 757
2026-02-09 13F Sensible Money, LLC 10.048 -0,07 774 2,38
2026-02-13 13F Smartleaf Asset Management LLC 16.201 380,31 1.251 396,43
2026-02-03 13F Centerpoint Advisory Group 15.456 2,01 1.190 4,57
2026-02-11 13F J.w. Cole Advisors, Inc. 18.354 181,68 1.414 188,96
2026-01-08 13F Firethorn Wealth Partners, Llc 17.011 100,98 1.310 106,30
2026-02-12 13F Financial Engines Advisors L.L.C. 36.907 0,88 2.843 3,46
2026-01-28 13F Atwood & Palmer Inc 664.423 2,30 51.174 4,90
2025-11-13 13F Strategic Financial Concepts, LLC 0 -100,00 0 -100,00
2025-10-16 13F Fortress Wealth Management, Inc. 19.924 -12,71 1.496 -4,35
2026-01-22 13F Apollon Wealth Management, LLC 497.469 -0,33 38.315 2,21
2026-01-08 13F Sprinkle Financial Consultants LLC 35.346 0,93 2.722 3,50
2026-01-09 13F Cambridge Financial Group, LLC 7.533 0,61 456 -19,04
2026-01-15 13F Fifth Third Wealth Advisors LLC 12.687 977
2026-02-11 13F Janney Montgomery Scott LLC 36.388 3,64 3 0,00
2026-01-05 13F Garrett Investment Advisors LLC 261.668 2,10 20.154 4,70
2026-02-09 13F Diversified Portfolios, Inc. 549.538 9,29 42.325 12,07
2026-02-12 13F Haven Private, LLC 92.150 0,42 7.097 2,97
2026-01-07 13F Envision Financial LLC 3.610 0,00 278 2,58
2026-01-29 13F Rockwood Wealth Management, LLC 530.658 0,06 40.871 2,60
2026-02-18 13F Crusonia Wealth Advisors LLC 8.400 647
2026-02-17 13F Citadel Advisors Llc 282.322 831,02 21.744 854,94
2026-02-17 13F Herold Advisors, Inc. 18.457 10,53 1.422 13,32
2026-01-21 13F MBE Wealth Management, LLC 4.609 14,68 355 17,61
2025-10-28 13F Eq Wealth Advisors, Llc 0 -100,00 0
2026-02-05 13F HFM Investment Advisors, LLC 74 -3,90 6 0,00
2026-01-23 13F ABLE Financial Group, LLC 119.242 8,17 9.184 10,92
2026-02-09 13F Flagstone Financial Management 94.704 -1,63 7.294 0,87
2026-02-17 13F Summit Trail Advisors, Llc 14.502 0,00 1.117 2,48
2026-01-14 13F Accurate Wealth Management, LLC 5.395 15,57 431 24,21
2026-02-13 13F Nicolet Advisory Services, Llc 754.863 54,49 61.136 64,96
2026-02-03 13F We Are One Seven, LLC 10.203 231,48 786 239,83
2026-02-11 13F Mattson Financial Services, LLC 32.270 -5,57 2.485 -3,16
2026-02-17 13F Signature Equity Partners, LLC 127 10
2026-02-06 13F Fort Vancouver Investment Management, LLC 162.886 -1,17 12.545 1,34
2026-01-29 13F Higgins & Schmidt Wealth Strategies LLC 142.203 6,61 10.952 9,32
2026-01-29 13F Vanguard Group Inc 6.698 4,51 516 7,07
2026-01-23 13F Fortress Financial Solutions, LLC 6.478 25,91 499 29,02
2026-02-17 13F Hill Investment Group Partners, LLC 167.175 -0,19 12.876 2,35
2026-01-06 13F Collective Family Office Llc 105.665 -4,11 8.138 -1,67
2026-02-13 13F Marshall Wace, Llp 3.260 251
2026-02-17 13F Aqr Capital Management Llc 80.251 41,18 6.181 44,76
2026-01-12 13F Shotwell Rutter Baer Inc 128.995 1,18 10.259 5,20
2026-01-23 13F Webster Bank, N. A. 764 0,00 59 1,75
2026-02-04 13F Pure Financial Advisors, Inc. 0 -100,00 0
2026-01-27 13F Summit Wealth Partners, LLC 76.198 4,23 5.869 6,87
2026-01-15 13F Santori & Peters, Inc. 5.430 9,65 418 12,67
2026-01-09 13F Breakwater Capital Group 52.518 14,81 4.045 17,73
2026-01-09 13F Atlas Brown,Inc. 14.371 10,11 1.107 12,86
2026-01-29 13F Concord Asset Management, LLC/VA 228.930 4,82 17.632 7,49
2026-01-23 13F Diversify Advisory Services, LLC 9.470 -35,96 770 -33,48
2026-02-11 13F Arrowroot Family Office, LLC 2.659 205
2026-02-18 13F Beacon Pointe Advisors, LLC 464.397 6,67 35.768 9,39
2026-01-12 13F RVW Wealth, LLC 15.538 -3,53 1.197 -1,08
2026-02-12 13F Retirement Management Systems Inc. 13.374 1.030
2026-02-12 13F Ullmann Financial Group, Inc. 144.120 672,02 11.174 696,93
2026-02-26 13F 46 Peaks LLC 61.894 4.767
2026-01-23 13F/A Greenup Street Wealth Management Llc 641.539 7,27 49.411 10,00
2026-01-08 13F Bayshore Asset Management, Llc 14.503 0,00 1.117 2,57
2026-02-14 13F Rockefeller Capital Management L.P. 254.911 119,34 19.633 124,92
2026-01-21 13F Seed Wealth Management, Inc. 11.580 0,00 892 2,53
2026-01-15 13F Avant Financial Advisors LLC 83.312 -0,74 6.417 1,79
2026-01-15 13F BetterWealth, LLC 108.672 3,02 8.370 5,63
2026-02-10 13F Twin Peaks Wealth Advisors, LLC 5.263 48,17 451 69,17
2026-01-23 13F Highland Financial Advisors, LLC 101.419 -0,24 7.811 2,31
2026-02-11 13F Cerity Partners LLC 2.886.258 7,41 223.341 10,53
2026-02-06 13F Eqis Capital Management, Inc. 3.492 -16,76 269 -14,92
2025-11-12 13F Willow Creek Wealth Management Inc. 6.189 7,37 465 17,47
2026-01-14 13F Chris Bulman Inc 72.598 12,67 5.591 15,54
2026-02-17 13F Bank Of America Corp /de/ 19.768.388 7,36 1.522.561 10,09
2026-01-20 13F Sovran Advisors, LLC 14.229 13,84 1.161 19,81
2026-02-11 13F CNB Bank 477 0,00 37 2,86
2026-01-29 13F Verdence Capital Advisors LLC 12.540 0,02 966 -1,23
2026-01-26 13F Northwest Capital Management Inc 3.294 0,00 254 2,43
2026-01-26 13F Transcendent Capital Group LLC 29.733 -5,79 2.290 -3,38
2026-02-17 13F IHT Wealth Management, LLC 483.815 25,72 37.263 28,92
2026-02-20 13F Capstone Wealth Management, Inc. 20.167 1.584
2026-02-09 13F Kuhn & Co Investment Counsel 9.553 7,41 736 10,03
2026-02-06 13F Delap Wealth Advisory, Llc 19.878 -2,88 1.531 -1,23
2026-01-23 13F TFC Financial Management 1.327 0,00 102 3,03
2026-02-13 13F Clearview Wealth Advisors LLC 11.393 877
2026-01-27 13F Stone Point Wealth LLC 32.650 -2,31 2.515 0,16
2026-01-06 13F Freedom Financial Partners LLC 128.924 4,26 9.930 6,91
2026-02-05 13F Peak Asset Management, LLC 57.144 1,11 4.401 3,67
2026-01-26 13F DBK Financial Counsel, LLC 17.075 19,84 1.315 22,90
2026-01-22 13F Echo Wealth Management, LLC 102.188 31,12 7.871 34,46
2026-02-13 13F Gen-Wealth Partners Inc 37.102 118,72 2.858 124,25
2026-01-28 13F HB Wealth Management, LLC 1.042.342 0,64 80.281 3,20
2026-02-13 13F Cozad Asset Management Inc 17.833 10,69 1.374 13,47
2026-02-11 13F IMA Wealth, Inc. 36.224 5,27 2.790 7,93
2026-02-13 13F Wells Fargo & Company/mn 5.675.729 17,30 437.145 20,28
2026-01-20 13F BAM Wealth Management, LLC 13.606 16,27 1.048 19,25
2026-01-07 13F Fragasso Group Inc. 635.341 1,92 48.934 3,14
2026-02-17 13F Advisory Services Network, LLC 38.135 17,47 2.937 20,47
2026-01-28 13F CAPROCK Group, Inc. 7.722 0,21 595 8,59
2026-02-04 13F Brio Consultants, LLC 6.703 516
2026-02-13 13F Ieq Capital, Llc 17.457 4,37 1.345 7,01
2026-01-27 13F Waterfront Wealth Inc. 59.032 4,65 4.904 14,23
2026-02-12 13F Cornerstone Capital, Inc. 3.815 0,00 294 2,45
2026-02-05 13F Allworth Financial LP 131.680 152,79 10.142 159,23
2026-02-03 13F Bokf, Na 1.446.151 67,91 111.383 72,18
2026-01-30 13F Sage Rhino Capital Llc 18.592 2,92 1.432 5,53
2026-03-05 13F Bush Investment Group, Llc 19.555 90,46 1.506 95,33
2026-02-04 13F Dogwood Wealth Management LLC 21.410 -5,67 1.649 -3,23
2026-01-30 13F Wealthfront Advisers Llc 18.639 7,91 1.436 10,64
2026-02-11 13F Symphony Financial, Ltd. Co. 33.017 21,39 2.549 24,95
2026-02-04 13F Naples Global Advisors, Llc 3.228 0,00 249 2,48
2026-02-04 13F Beverly Hills Private Wealth, LLC 3.887 0,00 292 0,00
2026-02-13 13F Clarity Asset Management, Inc. 1.656 0,36 128 3,25
2026-01-30 13F Catalytic Wealth RIA, LLC 5.302 0,00 408 2,51
2026-02-11 13F Atlanta Consulting Group Advisors, LLC 3.409 263
2026-02-12 13F Tandemgrowth Financial Advisors Llc 45.526 3.506
2026-02-06 13F Empirical Asset Management, LLC 3.069 236
2026-02-17 13F Northern Trust Corp 3.566 -1,55 275 0,74
2026-02-09 13F Poinciana Advisors Group, Llc 49.933 -0,75 3.846 1,77
2026-02-11 13F O'shaughnessy Asset Management, Llc 4.778 9,54 368 12,54
2026-01-26 13F Pursuit Wealth Management LLC 49.006 3.774
2026-02-13 13F Lauterbach Financial Advisors, LLC 6.574 4,71 506 7,43
2026-01-27 13F BankPlus Trust Department 0 -100,00 0
2026-02-13 13F S&t Bank/pa 97 0,00 7 0,00
2026-02-06 13F EverSource Wealth Advisors, LLC 41.929 306,05 3.229 316,65
2026-01-23 13F Tyche Wealth Partners LLC 16.025 81,20 1.234 85,84
2026-02-05 13F Plancorp, LLC 198.718 -0,14 15.305 2,41
2026-02-13 13F Haverford Trust Co 2.076.091 -0,22 159.901 2,31
2026-01-29 13F Equita Financial Network, Inc. 33.659 -0,35 2.592 2,21
2026-02-06 13F Envestnet Portfolio Solutions, Inc. 34.840 9,78 2.683 12,59
2026-01-21 13F Westfuller Advisors, LLC 8 0,00 1
2025-10-02 13F Bank of New Hampshire 348 0,00 26 13,04
2026-02-12 13F Burk Holdings LLC 48.057 -0,71 3.701 1,82
2026-02-09 13F King Luther Capital Management Corp 280 2,56
2026-02-11 13F Gateway Wealth Partners, LLC 70.025 1,22 5.393 3,79
2026-02-06 13F Evoke Wealth, Llc 21.102 14,24 1.625 17,16
2026-02-12 13F Summit Financial, LLC 192.458 7,81 14.823 10,55
2026-01-07 13F Exeter Financial, LLC 2.802 216
2026-02-11 13F Curio Wealth, Llc 93.622 10,69 7.197 13,29
2026-01-23 13F Farther Finance Advisors, LLC 595.948 30,00 45.900 33,30
2026-01-21 13F Capital Investment Advisory Services, LLC 46 0,00 4 0,00
2026-01-30 13F American Capital Advisory, LLC 397 0,00 31 3,45
2026-02-17 13F Gladstone Institutional Advisory LLC 11.095 82,78 855 87,69
2026-01-26 13F Nations Financial Group Inc, /ia/ /adv 7.421 -0,52 572 1,96
2026-02-17 13F Warren Averett Asset Management, LLC 157.139 -12,08 12.103 -9,85
2026-01-29 13F Golden State Equity Partners 2.660 205
2026-02-17 13F Maripau Wealth Management Llc 4.690 361
2026-01-30 13F SOL Capital Management CO 26.787 -5,08 2 0,00
2026-01-21 13F Apella Capital, LLC 854.577 10,82 65.819 11,86
2026-02-10 13F Vantus Wealth LLC 4.200 323
2026-02-17 13F Scarborough Advisors, LLC 82 86,36 6 100,00
2026-02-17 13F Mpwm Advisory Solutions, Llc 0 -100,00 0
2026-02-17 13F Ameriprise Financial Inc 2.872.037 26,91 220.981 30,00
2026-02-11 13F Curtis Wealth Management Llc 70.236 5.837
2026-01-20 13F Philip James Wealth Mangement, LLC 49.669 0,48 3.825 3,04
2026-02-02 13F Total Clarity Wealth Management, Inc. 10.945 843
2026-01-23 13F Assetmark, Inc 142.523 35,32 10.977 38,77
2026-02-12 13F JRM Investment Counsel, LLC 316.761 1,58 24.397 4,16
2026-01-05 13F Park Avenue Securities Llc 572.169 10,61 44 15,79
2026-01-20 13F Kavar Capital Partners Group, Llc 172.537 3,01 13.289 5,63
2026-02-06 13F Axxcess Wealth Management, Llc 183.447 354,19 14.129 365,84
2026-01-09 13F Zrc Wealth Management, Llc 103.201 4,89 7.949 7,55
2025-09-24 NP TWSMX - Strategic Allocation: Moderate Fund Investor Class This fund is a listed as child fund of American Century Companies 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 436.496 -13,07 30.192 -0,63
2026-02-19 13F Atomi Financial Group, Inc. 369.300 44,16 28.443 47,82
2026-02-10 13F Greenspring Advisors, LLC 84.061 557,45 6.474 574,38
2026-01-29 13F Concord Wealth Partners 242.611 6,06 18.686 8,76
2026-02-13 13F South Plains Financial, Inc. 8.282 -8,10 638 -5,77
2026-01-23 13F Ritholtz Wealth Management 3.293 254
2026-02-17 13F Gotham Asset Management, LLC 2.654 204
2026-02-13 13F National Bank Of Canada /fi/ 0 -100,00 0
2026-01-07 13F WESPAC Advisors SoCal, LLC 16.680 1.285
2026-02-17 13F Mercer Global Advisors Inc /adv 9.627.411 4,54 741.503 7,20
2026-02-10 13F Newport Capital Group, LLC 5.528 993
2026-02-13 13F Haverford Financial Services, Inc. 8.855 0,00 682 2,56
2026-02-02 13F Riverchase Wealth Management, Llc 5.599 0,00 431 2,62
2026-02-13 13F LGT Financial Advisors LLC 1.037 -0,29 80 1,28
2026-02-11 13F Truepoint, Inc. 458.041 -2,24 35.278 0,25
2026-01-12 13F CVA Family Office, LLC 854 -3,39 66 -1,52
2025-11-14 13F/A NorthRock Partners, LLC 0 -100,00 0
2026-02-03 13F Manning & Napier Advisors Llc 508 -39,02 39 -37,10
2026-01-23 13F Financial Futures Ltd Liability Co. 93.254 -3,69 7.182 -1,24
2026-02-09 13F Schwarz Dygos Wheeler Investment Advisors Llc 12.741 -1,18 981 1,34
2026-01-22 13F Brookwood Investment Group LLC 2.634 203
2026-02-10 13F Dover Advisors, Llc 7.416 4,69 571 7,33
2026-01-14 13F BWM Planning, LLC 54.706 -2,50 4.213 -0,02
2026-02-13 13F Colony Group, LLC 1.738.339 -0,10 133.887 2,44
2026-02-17 13F Redwood Investment Management, Llc 11.484 1
2026-01-12 13F Thayer Financial, L.L.C. 5.265 406
2026-02-09 13F Family Office Research LLC 41.381 3,15 3.187 5,74
2026-02-18 13F Andrews Advisory Associates, LLC 35.749 2.753
2026-02-12 13F Richmond Investment Services, LLC 131.711 4,89 10.144 7,56
2026-01-16 13F Ronald Blue Trust, Inc. 435 -44,23 34 -43,10
2026-02-03 13F Diversify Wealth Management, Llc 25.691 88,34 2.070 94,09
2026-02-13 13F Evelyn Partners Investment Management Services Ltd 29.242 2.252
2026-02-17 13F D. E. Shaw & Co., Inc. 7.965 0,00 613 2,51
2026-01-27 13F TD Waterhouse Canada Inc. 1.200 0,00 90 -1,11
2026-02-04 13F LRI Investments, LLC 17.186 0,00 1.324 2,56
2026-01-08 13F Wedmont Private Capital 54.412 4,01 4.338 9,30
2026-01-30 13F Us Bancorp \de\ 4.388 0,11 338 2,43
2026-02-13 13F marrick wealth, LLC 23.007 1.772
2026-01-26 13F Annex Advisory Services, LLC 2.106.433 -3,67 162.237 -1,22
2026-01-08 13F Choice Wealth Advisors, LLC 136.779 2,44 10.535 5,05
2026-02-13 13F A4 Wealth Advisors LLC 12.571 -25,69 968 -23,78
2026-01-29 13F James Investment Research Inc 8.970 17,16 691 20,00
2026-02-17 13F GeoWealth Management, LLC 85.829 71,72 6.611 76,08
2026-01-30 13F Belleair Asset Management, LLC 8.964 690
2026-01-23 13F U.S. Capital Wealth Advisors, LLC 95.725 30,71 7.373 34,04
2026-01-16 13F F&V Capital Management, LLC 10.950 0,00 1
2026-01-21 13F StrongBox Wealth, LLC 4.829 372
2026-02-11 13F Disciplina Capital Management LLC 107.119 0,44 8.250 3,00
2026-02-10 13F Nomura Asset Management Co Ltd 0 0
2026-02-12 13F Steward Partners Investment Advisory, Llc 1.413 -33,41 109 -32,08
2026-02-03 13F Sequoia Financial Advisors, LLC 72.356 2,77 5.573 5,37
2026-02-13 13F Mml Investors Services, Llc 1.972.171 9,53 151.897 12,31
2026-02-12 13F BRYN MAWR TRUST Co 15 0,00 1 0,00
2026-02-17 13F Awm Capital, Llc 78.431 -0,33 6.041 2,20
2026-01-14 13F Allodium Investment Consultants, LLC 15.827 -1,24 1.219 1,25
2026-02-09 13F Fisher Asset Management, LLC 2.879 222
2026-01-30 13F Opus Capital Group, LLC 191.940 1,20 15 0,00
2026-02-06 13F Daviman Financial, LLC 37.396 2.880
2026-02-13 13F Neuberger Berman Group LLC 1.272.928 16,05 98.041 19,00
2026-02-02 13F CENTRAL TRUST Co 67.023 40,52 5.162 44,11
2026-02-05 13F USAdvisors Wealth Management, LLC 6.429 3,13 0
2026-01-27 13F/A Capital Performance Advisors Llp 11.799 -13,33 909 -11,15
2026-02-05 13F Plante Moran Financial Advisors, LLC 220 -58,72 17 -60,00
2026-02-13 13F Morgan Stanley 5.659.671 12,56 435.908 15,42
2026-01-12 13F Ffg Retirement Advisors Llc 12.669 188,06 976 195,45
2026-01-15 13F Vannoy Advisory Group, Inc. 14.590 0,00 1.124 2,56
2026-01-27 13F Summit Financial Strategies, Inc. 856.409 -0,42 65.961 2,12
2026-01-23 13F Fonville Wealth Management LLC 226.385 10,01 17.436 12,81
2026-01-28 13F Dentgroup LLC 10.335 0,20 796 2,84
2026-02-10 13F Gw Henssler & Associates Ltd 215.351 16.586
2025-11-12 13F Ameriflex Group, Inc. 0 -100,00 0
2026-02-10 13F Verus Capital Partners, Llc 10.771 99,17 830 104,19
2026-01-21 13F SC&H Financial Advisors, Inc. 317.635 1,02 24.464 3,59
2026-02-12 13F Hm Payson & Co 284 0,00 22 0,00
2026-02-03 13F Indivisible Partners 143.809 11.076
2026-02-02 13F Fifth Third Bancorp 635.746 20,11 48.965 23,17
2026-02-17 13F Running Point Capital Advisors, LLC 1.197 0,00 92 3,37
2026-01-13 13F Stonehearth Capital Management, LLC 71.679 5.521
2026-02-17 13F Modern Wealth Management, LLC 883.392 28,35 68.039 31,61
2026-02-05 13F Passive Capital Management, LLC. 121.950 0,88 9.393 3,45
2026-01-28 13F Geneos Wealth Management Inc. 669 -36,29 52 -34,62
2026-02-09 13F GatePass Capital, LLC 4.464 344
2026-01-20 13F Chatterton & Associates Inc. 21.887 1.686
2026-01-14 13F Exchange Traded Concepts, Llc 154.529 2,23 11.902 4,83
2026-01-27 13F WealthCollab, LLC 53.687 6,59 4.135 9,30
2026-01-12 13F Kozak & Associates, Inc. 0 -100,00 0
2026-02-12 13F Investor's Fiduciary Advisor Network, LLC 6.581 90,92 1
2026-01-21 13F Leading Edge Financial Planning LLC 21.475 3,61 1.654 6,30
2026-02-06 13F Addison Advisors LLC 10 0,00 1
2026-02-09 13F Glenview Trust Co 29.470 22,54 2.270 25,64
2026-01-29 13F Aprio Wealth Management, LLC 5.325 0,24 410 3,02
2026-02-17 13F Capasso Planning Partners LLC 0 -100,00 0
2026-02-11 13F Kilner Capital Advisors, Llc 57.071 4.396
2026-01-26 13F Argo Wealth Advisory, LLC 3.375 260
2026-02-13 13F Seaside Wealth Management, Inc. 27.638 0,24 2.129 2,80
2026-02-10 13F Henderson Brothers Financial Partners, LLC 90.657 6.982
2026-01-08 13F Gradient Investments LLC 1.105.369 3,24 85.135 5,87
2026-02-18 13F GWM Advisors LLC 204.723 6,68 15.768 9,39
2025-09-26 13F Capital A Wealth Management, LLC 0 -100,00 0 -100,00
2026-01-14 13F Eastern Bank 46 4
2026-02-11 13F Parallel Advisors, LLC 43.325 19,12 3.337 22,15
2026-02-04 13F D'Orazio & Associates, Inc. 84.926 0,97 6.541 3,55
2026-02-06 13F Ruedi Wealth Management, Inc. 16.373 0,00 1.261 2,60
2025-11-14 13F Wetherby Asset Management Inc 37.695 0,00 2.831 9,60
2026-02-13 13F B&D White Capital Company, LLC 164.627 54,71 12.680 58,65
2026-01-29 13F UBS Group AG 1.017.791 6,98 78.390 9,70
2026-01-13 13F Signature Securities Group Corporation 7.618 1,14 587 3,72
2026-01-29 13F Global Strategic Investment Solutions, LLC 70.603 4,01 5.438 6,65
2026-02-13 13F Fort Point Capital Partners LLC 6.571 1,55 536 10,29
2026-02-13 13F Integrity Investment Advisors, LLC 27.507 56,60 2.119 60,58
2026-02-11 13F MCF Advisors LLC 173 13
2026-01-23 13F Retirement Guys Formula Llc 50.341 -0,89 3.877 1,63
2026-01-16 13F Abacus Planning Group, Inc. 7.442 3,46 573 6,11
2026-01-26 13F PFG Investments, LLC 4.439 342
2026-01-12 13F Wealth Management Partners, LLC 21.202 -0,13 1.633 2,38
2026-02-12 13F Bank Of Montreal /can/ 1.601.784 2,19 123.369 4,79
2026-01-27 13F Able Wealth Management LLC 0 -100,00 0
2026-02-13 13F OpenArc Corporate Advisory, LLC 27.007 2.080
2026-02-11 13F Marks Group Wealth Management, Inc 2.822 217
2026-01-20 13F Sylvest Advisors, LLC 96.260 0,65 7.414 3,20
2026-01-14 13F Spire Wealth Management 1.078 43,35 83 48,21
2026-02-05 13F Elyxium Wealth, LLC 13.985 156,14 1.077 162,68
2026-02-06 13F HighTower Advisors, LLC 2.247.030 -0,73 173.066 1,79
2026-01-15 13F Paladin Wealth, LLC 38.269 18,41 2.947 21,43
2026-02-02 13F Montag A & Associates Inc 0 -100,00 0
2026-01-23 13F Visionary Horizons, LLC 79.379 -2,84 6.114 -0,37
2026-02-05 13F 1620 Investment Advisors, Inc. 170 0,00 13 8,33
2025-11-12 13F Park Square Financial Group, LLC 0 -100,00 0
2026-01-08 13F Versant Capital Management, Inc 390.320 -0,29 30.062 2,24
2026-02-13 13F Evelyn Partners Asset Management Ltd 100.738 46.973,83 7.759 48.387,50
2026-02-02 13F Madrid Wealth Management, LLC 5.017 386
2026-02-11 13F Endeavor Private Wealth, Inc. 22.455 -16,65 1.729 -14,53
2025-11-14 13F Truvestments Capital Llc 0 -100,00 0
2026-02-06 13F Lutz Financial Services LLC 2.766 0,62 213 3,40
2026-02-10 13F Measured Wealth Private Client Group, LLC 263 20
2026-01-16 13F CogentBlue Wealth Advisors, LLC 8.016 -1,76 617 0,82
2026-01-23 13F Private Wealth Management Group, LLC 26.880 -4,02 2.070 -1,57
2026-01-06 13F RDA Financial Network 4.199 0,89 323 3,53
2026-01-12 13F Lifelong Wealth Advisors, Inc. 36.389 2.803
2026-01-14 13F Nova R Wealth, Inc. 3.219 248
2026-01-06 13F Investors Research Corp 15 1
2026-01-23 13F Shore Point Advisors, LLC 83.435 172,85 2.416 5,18
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0
2026-02-17 13F Hilltop Holdings Inc. 0 -100,00 0
2026-02-13 13F Peak Planning Group, LLC 6.228 480
2026-01-07 13F Harbor Investment Advisory, Llc 191 15
2026-01-15 13F Cassilly Financial Group LLC 8.845 681
2026-01-28 13F EnRich Financial Partners LLC 76.741 2,47 5.911 5,07
2026-01-20 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 -100,00 0
2026-02-09 13F Arq Wealth Advisors, Llc 55.097 -7,54 4.244 -5,18
2026-02-10 13F Goldman Sachs Group Inc 0 -100,00 0
2025-11-05 13F Fullcircle Wealth Llc 4.631 355
2026-02-11 13F CoreFirst Bank & Trust 49.050 -1,96 3.778 0,53
2026-01-22 13F Squire Investment Management Company, LLC 5.678 -2,74 437 -0,23
2026-02-02 13F Qrg Capital Management, Inc. 15.968 -21,00 1.230 -19,04
2026-01-29 13F OMNI 360 Wealth, Inc. 5.786 469
2026-02-05 13F Evensky & Katz LLC 22.417 -5,41 2 0,00
2026-02-05 13F Tfo-tdc, Llc 3.469 0,14 267 2,69
2026-02-10 13F Evolution Wealth Management Inc. 703 209,69 54 217,65
2026-01-12 13F Canvas Wealth Advisors, LLC 47.475 8,51 3.657 9,82
2025-10-21 13F Signaturefd, Llc 0 -100,00 0 -100,00
2026-01-12 13F Certified Advisory Corp 124.530 6,69 9.591 9,41
2025-11-13 13F Summit X, LLC 0 -100,00 0
2026-01-22 13F Kennebec Savings Bank 2.237 -1,71 172 1,18
2026-01-12 13F Arlington Financial Advisors, LLC 435.321 -0,48 33.528 2,05
2026-01-29 13F Merkkuri Wealth Advisors LLC 12.168 91,29 937 96,44
2026-02-05 13F AlphaCore Capital LLC 41.778 -0,50 3.218 2,03
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