BIL - SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (ARCA)

SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill ETF
US ˙ ARCA ˙ US78468R6633

Grundlæggende statistik
Institutionelle ejere 1263 total, 1261 long only, 0 short only, 2 long/short - change of 4,35% MRQ
Gennemsnitlig porteføljeallokering 1.2462 % - change of -4,39% MRQ
Institutionelle aktier (lange) 259.156.497 (ex 13D/G) - change of 18,94MM shares 7,88% MRQ
Institutionel værdi (lang) $ 22.197.131 USD ($1000)
Institutionelt ejerskab og aktionærer

SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill ETF (US:BIL) har 1263 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 259,156,497 aktier. Største aktionærer omfatter Morgan Stanley, Bank Of America Corp /de/, LPL Financial LLC, UBS Group AG, Royal Bank Of Canada, Wells Fargo & Company/mn, Capital Wealth Planning, LLC, Rockefeller Capital Management L.P., Stifel Financial Corp, and Aqr Capital Management Llc .

SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill ETF (ARCA:BIL) 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 30, 2026 is 91,64 / share. Previously, on May 2, 2025, the share price was 91,46 / share. This represents an increase of 0,20% over that period.

BIL / SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill 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.

BIL / SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill 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.

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
(%)
2026-02-06 13F Mach-1 Financial Group, Inc. 0 -100,00 0
2026-04-30 13F Beacon Capital Management, Inc. 190.103 -18,59 17.421 -18,36
2026-02-06 13F Cascade Financial Partners, LLC 46.172 65,95 4.219 65,32
2026-02-17 13F RMB Capital Management, LLC 24.622 -17,99 2.250 -18,34
2026-03-04 13F Rehmann Capital Advisory Group 406.717 11,20 37.166 10,58
2026-04-28 13F Tempus Wealth Planning, LLC 79.222 51,86 7.260 52,31
2026-02-03 13F Anfield Capital Management, LLC 474 0,00 43 0,00
2026-02-11 13F Capital International Investors 3.190.426 7,99 291.509 7,54
2026-04-29 13F CVA Family Office, LLC 1.338 0,00 123 0,00
2025-11-13 13F Quadrature Capital Ltd 0 -100,00 0
2026-02-10 13F Rothschild Investment Llc 4.551 -32,21 416 -32,52
2026-02-13 13F HFG Advisors, Inc. 12.985 -31,62 1.187 -31,92
2026-01-15 13F Rebalance, Llc 4.426 -79,36 404 -79,46
2026-01-23 13F Howard Capital Management Inc. 703.089 -24,62 64.248 -24,92
2025-11-13 13F Lgl Partners, Llc 0 -100,00 0
2026-04-20 13F FSC Wealth Advisors, LLC 4.263 -92,85 391 -92,84
2026-01-12 13F Castleview Partners, Llc 13.491 -26,19 1.233 -26,49
2026-04-28 13F Winthrop Capital Management, LLC 589 0,00 0
2026-02-04 13F Atlantic Union Bankshares Corp 272 0,00 25 0,00
2026-04-30 13F Winch Advisory Services, LLC 244.901 -0,58 22.443 -0,30
2026-04-21 13F Savior LLC 102.409 63,91 9.385 64,37
2026-02-10 13F REAP Financial Group, LLC 88 0,00 8 0,00
2026-02-04 13F Meridian Wealth Management, LLC 79.170 4,02 7.235 3,59
2026-02-12 13F Brinker Capital Investments, LLC 58.538 -44,88 5.349 -45,10
2026-02-10 13F Weaver Consulting Group 4.860 -17,74 444 -18,08
2026-02-12 13F Ruggiero Investments, Inc. 2.807 257
2026-02-09 13F Hantz Financial Services, Inc. 116 136,73 0
2026-04-14 13F HighRoad Wealth Advisors, LLC 117.317 14,42 10.751 14,74
2026-01-14 13F Moisand Fitzgerald Tamayo, LLC 0 -100,00 0
2026-01-16 13F First Pacific Financial 0 -100,00 0
2026-01-22 13F AllGen Financial Advisors, Inc. 135.282 20,31 12.362 19,83
2026-02-19 13F CI Private Wealth, LLC 4.261.682 2.258,64 13.463 -6,72
2026-04-17 13F Worth Asset Management, LLC 28.377 -12,41 2.600 -12,16
2026-04-28 13F Unison Advisors LLC 40.269 -8,48 3.690 -8,21
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 15.841 -3,20 1.452 -2,94
2026-01-07 13F Massmutual Trust Co Fsb/adv 0 -100,00 0 -100,00
2026-01-29 13F Dunhill Financial, LLC 13 0,00
2026-02-12 13F Founders Financial Alliance, LLC 71.212 0,31 6.507 -0,09
2026-04-22 13F Aspire Private Capital, LLC 13.258 1.215
2026-02-12 13F Hollencrest Capital Management 133 0,00 12 0,00
2026-03-24 13F Armis Advisers, LLC 319.648 190,44 29.270 190,78
2026-04-21 13F Hippocratic Financial Advisors, LLC 271.386 21,18 24.870 21,53
2026-04-27 13F Certior Financial Group, Llc 186.296 329,70 17.072 331,00
2026-02-13 13F Epoch Investment Partners, Inc. 0 -100,00 0
2026-04-21 13F SLT Holdings LLC 96.394 0,05 8.834 0,33
2026-02-11 13F Simplex Trading, Llc 0 -100,00 0
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 772 77.100,00 71
2026-02-17 13F Coppell Advisory Solutions LLC 19.254 -23,01 1.759 -23,32
2026-04-20 13F MBA Advisors LLC 33.078 -2,02 3.031 -1,72
2026-04-10 13F Marshall Financial Group LLC 299.703 27.465
2026-02-11 13F Invst, LLC 4.411 -7,64 403 -7,99
2026-02-02 13F Advisors Preferred, LLC 126.040 17,70 11.523 17,64
2026-02-10 13F BKD Wealth Advisors, LLC 6.346 0,00 580 -0,52
2026-01-29 13F Northern Oak Wealth Management Inc 65.793 10,39 6.012 9,95
2026-02-11 13F Napier Financial, LLC 63.340 5.788
2026-02-05 13F Plante Moran Financial Advisors, LLC 1.429 131
2026-01-20 13F Savvy Advisors, Inc. 62.496 3,27 5.711 2,85
2026-01-28 13F West Michigan Advisors, Llc 9.123 -7,43 834 -7,85
2026-02-11 13F Eldridge Investment Advisors, Inc. 4.394 0,14 402 0,00
2026-02-09 13F Jefferies Financial Group Inc. 522.383 3,74 47.735 3,32
2026-02-04 13F Northeast Planning Associates, Inc. / Nh / 0 -100,00 0
2026-02-13 13F Acorns Advisers, LLC 562.960 2,69 51 2,00
2026-02-13 13F Vontobel Holding Ltd. 50.943 -11,61 4.655 -11,95
2026-04-23 13F Lazari Capital Management, Inc. 4.097 -0,39 375 0,00
2026-02-06 13F EverSource Wealth Advisors, LLC 557.665 53,55 50.959 52,93
2025-11-12 13F Creekmur Asset Management LLC 16.587 -14,54 1.522 -14,55
2026-04-06 13F GAMMA Investing LLC 2.425 12,90 222 13,27
2026-02-12 13F Wealthspire Advisors, LLC 43.251 -16,99 3.952 -17,32
2026-04-21 13F Navigation Wealth Management, Inc. 6.588 81,64 604 82,18
2026-02-10 13F Verus Capital Partners, Llc 119.469 6,66 10.917 6,23
2026-01-30 13F Kiker Wealth Management, LLC 0 -100,00 0
2026-02-03 13F Yacktman Asset Management Lp 167.893 15.342
2026-02-17 13F Osterweis Capital Management Inc 307
2026-02-13 13F Intrepid Financial Planning Group LLC 44.042 -1,73 4.025 -2,14
2026-01-30 13F Turning Point Benefit Group, Inc. 273.683 -6,78 25.009 -6,86
2026-04-13 13F JCIC Asset Management Inc. 68.261 6.256
2026-02-17 13F Legacy Wealth Advisors, LLC 47.010 4.296
2026-01-23 13F Guidance Capital, Inc 117.240 12,04 10.734 11,87
2026-02-17 13F Capital Wealth Alliance, LLC 130.125 12,36 11.899 11,97
2026-02-17 13F Tower Research Capital LLC (TRC) 111.386 132.502,38 10.178 145.300,00
2026-01-23 13F Smith, Moore & Co. 32.614 -6,12 2.980 -6,50
2026-04-10 13F Abound Wealth Management 4 0
2026-02-02 13F VanWeelden Wealth Management, LLC 5.438 -96,67 497 -96,69
2026-02-17 13F Stokes Family Office, LLC 8.600 40,48 786 39,93
2026-04-13 13F St Germain D J Co Inc 4.008 0,00 367 0,27
2026-04-22 13F Traphagen Investment Advisors Llc 6.255 -27,34 573 -27,10
2026-04-07 13F Hobart Private Capital, LLC 7.759 5,06 711 5,49
2026-04-21 13F Sbe Llc Dba Cedar Cove Wealth Partners 24.101 2.209
2026-02-05 13F Duncan Williams Asset Management, LLC 0 -100,00 0
2026-02-13 13F Sei Investments Co 16.330 171,62 1.492 170,78
2026-02-13 13F Goldstream Capital Management Ltd 12.504 0,00 1.143 -0,44
2026-02-17 13F Alliancebernstein L.p. 32.242 -15,87 2.946 -16,21
2026-02-04 13F Twin Lakes Capital Management, LLC 374.717 2,69 34.242 2,27
2026-04-20 13F Dagco, Inc. 75 -44,85 7 -50,00
2026-04-17 13F Clear Trail Advisors, LLC 31.422 -28,51 2.880 -28,31
2026-02-09 13F 12th Street Asset Management Company, LLC 411.463 -30,84 37.599 -31,12
2025-11-03 13F Stonegate Investment Group, LLC 4.887 0,83 448 0,90
2026-04-16 13F Spectrum Planning & Advisory Services Inc. 155.958 -5,54 14.292 -5,28
2026-04-22 13F Apollon Wealth Management, LLC 112.395 35,21 10.300 35,58
2026-01-16 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0 -100,00 0 -100,00
2026-02-17 13F Ancora Advisors, LLC 383 16,77 35 13,33
2026-02-13 13F National Bank Of Canada /fi/ 379.729 359,69 34.700 357,83
2026-01-29 13F Concord Wealth Partners 45.019 25,87 4.114 25,36
2026-01-29 13F Sanctuary Advisors, LLC 288.648 -7,71 26.377 -8,09
2026-04-06 13F Baring Financial LLC 68.342 0,18 6.263 0,45
2026-02-11 13F Capital Wealth Planning, LLC 4.808.345 4,66 439.386 4,24
2026-04-16 13F Lee Johnson Capital Management, Llc 6.872 -25,92 630 -25,74
2026-01-30 13F Us Bancorp \de\ 14.723 -2,14 1.345 -2,54
2026-04-10 13F Ebert Capital Management Inc. 216.242 -6,74 19.816 -6,75
2026-02-13 13F Alchemi Wealth, LLC 60.240 5.505
2026-02-13 13F Integrated Wealth Concepts LLC 246.022 -22,88 22.481 -23,19
2026-02-17 13F United Capital Financial Advisers, Llc 279.057 4,65 25.500 4,23
2026-04-30 13F Sollinda Capital Management LLC 499.382 19,01 45.763 19,35
2026-04-08 13F NorthCrest Asset Manangement, LLC 42.873 -15,51 3.919 -15,50
2026-04-17 13F Arkfeld Wealth Strategies, L.L.C. 6.653 -1,73 609 -1,78
2025-11-14 13F Wolverine Trading, Llc Call 3.500 321
2025-11-14 13F Wolverine Trading, Llc Put 3.500 321
2026-04-23 13F J.w. Cole Advisors, Inc. 212.357 33,36 19.460 77,85
2026-02-04 13F Strait & Sound Wealth Management LLC 9.046 -11,62 827 -12,03
2026-04-30 13F Left Brain Wealth Management, LLC 3.585 329
2026-04-24 13F Heritage Oak Wealth Advisors Llc 311.857 26,08 28.579 26,43
2026-04-22 13F Boomfish Wealth Group, LLC 113.166 18,85 10.371 19,18
2026-02-13 13F Mml Investors Services, Llc 774.549 4,27 70.778 3,85
2026-02-10 13F Calton & Associates, Inc. 131.171 1,70 11.986 1,28
2026-04-28 13F Fortis Capital Advisors, LLC 211.062 30,09 19.342 30,45
2026-02-03 13F Sound Financial Strategies Group, LLC 12.373 36,12 1.131 35,49
2026-01-12 13F Heartwood Wealth Advisors LLC 0 -100,00 0 -100,00
2026-02-13 13F OpenArc Corporate Advisory, LLC 40.369 3.689
2026-04-28 13F Stratos Wealth Partners, LTD. 216.658 56,85 19.855 57,30
2026-02-05 13F Sherman Asset Management, Inc. 0 -100,00 0 -100,00
2026-02-09 13F IPG Investment Advisors LLC 87.337 -2,87 7.981 -3,26
2026-01-23 13F Avion Wealth 152 0,00 0
2026-02-11 13F Alteri Wealth LLC 3.261 -31,69 298 -31,96
2026-02-27 13F Compass Financial Services Inc 74.585 -0,64 6.816 -1,05
2026-04-08 13F Significant Wealth Partners LLC 10.116 53,72 927 54,24
2026-02-12 13F Adviser Investments LLC 21.841 0,00 1.996 -0,40
2026-02-12 13F Amitell Capital Pte Ltd 35.366 3.232
2026-02-13 13F Commerce Bank 22.699 2.074
2025-11-14 13F Sagard Holdings Management Inc. 0 -100,00 0 -100,00
2026-04-15 13F Signature Estate & Investment Advisors Llc 8.162 -30,63 748 -30,51
2026-04-22 13F DORVAL Corp 14.474 7,88 1.326 8,16
2026-02-14 13F Rockefeller Capital Management L.P. 4.801.819 184,04 140.790 -9,23
2026-01-13 13F Dakota Wealth Management 1.224.459 -5,68 111.891 -6,06
2026-04-15 13F DAVENPORT & Co LLC 105.928 2,54 9.707 2,84
2026-02-17 13F Core Wealth Partners LLC 44.446 -5,32 4.061 -5,71
2026-04-21 13F Spectrum Asset Management, Inc. (NB/CA) 5.025 460
2026-04-24 13F KC Investment Advisors, LLC 2.193 201
2026-02-11 13F Nixon Capital, LLC 0 -100,00 0
2026-04-17 13F Wealthbridge Capital Management, Llc 2.870 2,32 263 2,34
2026-04-20 13F Golden Reserve Retirement LLC 0 -100,00 0
2026-01-26 13F Elevation Capital Advisory, LLC 148.736 59,40 13.592 58,77
2026-02-17 13F Engineers Gate Manager LP 13.199 1.206
2026-02-13 13F Tairen Capital Ltd 0 -100,00 0
2026-01-27 13F TFR Capital, LLC. 10.202 -5,42 932 -5,76
2026-04-27 13F Moneywise, Inc. 7.857 720
2026-01-26 13F AE Wealth Management LLC 88.102 1,39 8.051 0,98
2026-04-27 13F PAX Financial Group, LLC 0 -100,00 0
2026-04-16 13F Westmount Partners, LLC 0 -100,00 0
2026-04-23 13F Impact Partnership Wealth, LLC 186.884 -83,94 17.126 -83,90
2026-04-17 13F IFC & Insurance Marketing, Inc. 4.219 3,20 387
2026-01-30 13F Precision Wealth Strategies, LLC 98.648 186,14 9.014 184,98
2025-11-05 13F Lokken Investment Group LLC 36.467 8,31 3.346 8,32
2026-02-11 13F Strategy Asset Managers Llc 4.527 -30,72 414 -31,05
2026-02-17 13F Northern Trust Corp 21.365 -20,63 1.952 -20,94
2026-02-12 13F Commonwealth Equity Services, Llc 763.768 48,43 69.793 148.395,74
2026-02-17 13F Gladstone Institutional Advisory LLC 34.064 3.113
2026-01-09 13F Capital CS Group, LLC 13.347 2,46 1.220 2,01
2026-04-30 13F Elevated Capital Advisors, LLC 44 0,00 4 0,00
2026-04-22 13F Mid-American Wealth Advisory Group, Inc. 82.293 0,00 7.520 0,00
2026-04-22 13F Cornerstone Wealth Group, LLC 24.923 153,41 2.282 154,12
2026-02-17 13F Aqr Capital Management Llc 4.617.074 2,67 421.908 2,25
2026-02-17 13F Capstone Financial Advisors, Inc. 0 -100,00 0
2026-02-17 13F Cardiff Park Advisors, Llc 5.539 1,39 506 1,00
2026-04-20 13F Benedict Financial Advisors Inc 155.952 -1,13 14.291 -0,85
2026-02-06 13F HighTower Advisors, LLC 682.168 15,51 62.337 15,04
2026-02-13 13F Brown Advisory Inc 73.965 12,60 6.759 12,15
2026-04-16 13F Meadowbrook Advisors Group, LLC 3.117 -8,46 286 -8,36
2026-02-10 13F Yukon Wealth Management, Inc. 0 -100,00 0
2026-04-07 13F St. Louis Financial Planners Asset Management, LLC 561.347 268,16 51.442 269,20
2026-01-02 13F Global Wealth Strategies & Associates 0 -100,00 0 -100,00
2026-02-13 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 18.599 -2,77 1.700 -3,19
2026-02-10 13F Phillips Wealth Planners LLC 5.670 21,70 519 21,83
2026-02-13 13F Manufacturers Life Insurance Company, The 77.844 7.113
2026-04-16 13F Strategic Advisory Partners, Llc 0 -100,00 0
2026-04-16 13F Triad Wealth Partners, LLC 4.073 -43,13 373 -42,97
2026-04-24 13F Capital Asset Advisory Services LLC 633.113 16,48 57.968 16,64
2026-04-30 13F Summa Corp. 7.095 1,20 650 1,56
2026-02-13 13F Ieq Capital, Llc 4.010.468 26,73 366.477 26,22
2026-04-21 13F Trilogy Capital Inc. 111.118 17,13 10.183 17,47
2026-01-23 13F Transcend Wealth Collective, Llc 13.125 67,01 1.199 66,30
2026-02-12 13F JT Stratford LLC 104.742 -11,74 9.571 -12,10
2026-02-03 13F Providence First Trust Co 7.315 -12,92 668 -13,25
2026-02-13 13F Citigroup Inc 252.392 -11,91 23.064 -12,26
2026-02-09 13F Accent Capital Management, LLC 0 -100,00 0
2026-02-12 13F Colonial Trust Co / SC 2.126 0,00 194 -0,51
2026-02-11 13F MCF Advisors LLC 91.055 17,08 8.321 16,61
2026-04-29 13F Staley Capital Advisers Inc 5.700 147,83 522 148,57
2026-04-22 13F Kennedy Investment Group 46.619 -6,03 4.272 -5,76
2026-02-11 13F Convergence Financial, LLC 349.230 0,77 31.913 0,36
2026-02-06 13F Fortis Group Advisors, LLC 279.437 -26,33 25.610 -26,42
2026-02-11 13F Outlook Wealth Advisors, LLC 0 -100,00 0
2026-02-13 13F Karpus Management, Inc. 0 -100,00 0
2026-02-13 13F Entrewealth, Llc 138.263 -13,90 12.643 -14,19
2025-11-12 13F Stonebridge Capital Advisors LLC 0 -100,00 0
2026-04-16 13F Paladin Wealth, LLC 5.565 8,37 510 8,53
2026-02-03 13F NewEdge Wealth, LLC 6.354 -62,49 581 -62,56
2026-02-12 13F Principal Securities, Inc. 28.843 7,01 2.636 6,59
2026-02-17 13F Raymond James Financial Inc 4.186.242 0,38 382.539 -0,03
2026-02-13 13F Umb Bank N A/mo 0 -100,00 0
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 68.705 0,54 6.296 0,83
2026-04-08 13F Seed Wealth Management, Inc. 13.565 -1,06 1.243 -0,72
2026-04-23 13F Kohmann Bosshard Financial Services, LLC 150.242 -20,06 13.761 -19,87
2026-04-20 13F Breakwater Capital Group 2.709 -27,61 248 -27,27
2026-04-24 13F Patten Group, Inc. 34.951 -8,30 3.203 -8,07
2026-01-27 13F Emerald Advisors, LLC 0 -100,00 0
2026-02-13 13F Williams Jones Wealth Management, LLC. 2.409 220
2026-04-07 13F Comprehensive Financial Planning, Inc./PA 0 -100,00 0
2025-11-14 13F/A Skopos Labs, Inc. 0 -100,00 0 -100,00
2026-02-06 13F Eqis Capital Management, Inc. 0 -100,00 0
2026-01-26 13F Marion Wealth Management 4.730 433
2026-04-29 13F Cary Street Partners Financial Llc 38.865 3,70 3.562 4,00
2026-04-30 13F Simplicity Wealth,LLC 88.543 0,14 8.114 0,43
2026-02-09 13F Fisher Asset Management, LLC 4.722 28,07 432 27,51
2025-11-14 13F Garden State Investment Advisory Services LLC 0 -100,00 0 -100,00
2026-04-17 13F Paragon Capital Management Inc 84.735 1,96 7.765 2,25
2026-02-10 13F IFG Advisory, LLC 93.328 8.528
2026-04-16 13F Consolidated Planning Corp 53.640 2.332,65 4.916 2.345,27
2026-04-22 13F Continuum Advisory, LLC 78.404 107,80 7.185 108,41
2026-04-24 13F Key FInancial Inc 644 1.794,12 59 1.866,67
2026-01-26 13F Keystone Wealth Services, LLC 0 -100,00 0
2025-11-03 13F Little House Capital Llc 0 -100,00 0 -100,00
2026-02-17 13F Bitterroot Capital Advisors Llc 21 2
2026-01-29 13F Quest 10 Wealth Builders, Inc. 313 45,58 29 47,37
2026-02-09 13F Valtinson Bruner Financial Planning LLC 0 -100,00 0
2026-02-13 13F Zinnia Wealth Advisory, LLC 143.676 13.129
2026-02-12 13F Great Valley Advisor Group, Inc. 173.993 7,01 15.899 6,58
2026-04-23 13F Wheelhouse Advisory Group LLC 70.452 5,10 6.456 5,42
2026-02-11 13F Paragon Private Wealth Management, LLC 2.732 -2,78 250 -3,11
2026-02-17 13F Fmr Llc 2.156 -90,44 197 -90,47
2026-04-27 13F Mosley Wealth Management 243 22
2026-02-13 13F Islay Capital Management, Llc 65.231 0,76 5.961 0,35
2026-02-12 13F Summit Financial, LLC 152.425 30,87 13.929 30,35
2026-04-10 13F Kopion Asset Management, LLC 32.033 -39,39 2.936 -39,22
2026-01-07 13F Sagespring Wealth Partners, Llc 45.552 7,79 4.163 7,35
2026-02-12 13F Loudon Investment Management, LLC 6.093 83,91 557 83,50
2026-02-12 13F Saiph Capital, LLC 0 -100,00 0
2026-01-15 13F Royal Fund Management, LLC 9.573 74,63 875 73,76
2026-04-27 13F Keating Investment Counselors Inc 251.904 0,11 23.084 0,40
2026-04-20 13F Strategent Financial, LLC 25.973 -29,60 2.380 -29,40
2026-02-04 13F Sloy Dahl & Holst, LLC 5.775 -3,19 528 -3,66
2026-04-07 13F Signaturefd, Llc 88 238,46 8 300,00
2026-04-22 13F JNBA Financial Advisors 33.590 183,75 3.078 184,74
2026-04-21 13F Cypress Capital Advisors, LLC 64.423 7,07 5.904 7,37
2026-04-15 13F Raub Brock Capital Management LP 87.838 -6,42 8.050 -6,16
2026-02-10 13F WealthTrak Capital Management LLC 21.018 10,17 1.921 9,71
2026-04-23 13F Traub Capital Management LLC 17.224 -3,20 1.578 -2,95
2026-04-24 13F Randolph Co Inc 527.354 -45,47 48.327 -45,32
2026-02-11 13F Cornerstone Advisors Asset Management, Inc 7.409 -16,52 677 -16,83
2026-04-08 13F Miracle Mile Advisors, LLC 1.995.891 27,11 182.903 27,47
2026-04-27 13F Sound Income Strategies, LLC 13.089 -22,07 1.196 -22,19
2025-11-07 13F Synovus Financial Corp 98.715 17,71 9.062 17,74
2026-02-12 13F CIBC Private Wealth Group, LLC 26.435 670,70 2.416 669,11
2026-04-14 13F Prospera Financial Services Inc 7.849 12,87 719 13,23
2026-02-17 13F Advisory Services Network, LLC 435.435 -6,13 39.790 -6,50
2026-04-15 13F Occidental Asset Management, LLC 13.625 214,16 1.249 215,15
2026-04-22 13F Cantor Fitzgerald Investment Adviser L.p. 6.207 3,38 569 3,65
2026-02-17 13F ADAR1 Capital Management, LLC 135.585 0,00 12.390 -0,40
2026-01-20 13F Ethos Financial Group, LLC 32.765 -0,19 2.994 -0,56
2026-02-13 13F Partners Capital Investment Group, Llp 82.502 4,86 7.539 4,45
2026-04-20 13F Guild Investment Management, Inc. 113.336 -0,44 10.386 -0,15
2026-02-18 13F Hanlon Investment Management, Inc. 4.471 409
2026-04-28 13F Astoria Portfolio Advisors LLC. 0 -100,00 0
2026-01-21 13F Affiance Financial, LLC 0 -100,00 0
2026-02-13 13F Itau Unibanco Holding S.A. 13.122 -0,68 1.199 -1,07
2026-01-30 13F Pekin Hardy Strauss, Inc. 31.785 104,88 2.905 104,08
2026-02-04 13F BCJ Capital Management, LLC 132.296 -6,79 12.089 -7,16
2026-01-21 13F Capital Investment Advisory Services, LLC 709.767 64.858
2026-02-12 13F Bank Of Montreal /can/ 1.286.215 132,07 117.534 131,13
2026-04-08 13F Shore Point Advisors, LLC 34.145 1,08 3.129 1,39
2026-04-15 13F Exchange Traded Concepts, Llc 181.849 -33,77 16.665 -33,58
2026-02-09 13F Integrity Alliance, Llc. 276.031 -0,08 25.224 -0,49
2026-02-17 13F Modern Wealth Management, LLC 113.081 -35,18 10.333 -35,45
2026-04-21 13F Biltmore Wealth Management, LLC 62.170 17,57 5.697 17,90
2026-01-20 13F Global Trust Asset Management, LLC 0 -100,00 0 -100,00
2026-04-10 13F Salvus Wealth Management, LLC 3.316 22,81 304 23,17
2026-04-28 13F Encompass More Asset Management 458.344 1.482,46 42.003 1.487,38
2026-04-17 13F Krilogy Financial LLC 53.310 -7,23 4.879 -7,32
2026-02-12 13F Steward Partners Investment Advisory, Llc 518.021 32,19 47.337 31,65
2026-04-14 13F XY Planning Network, Inc. 7.775 0,24 711 0,28
2025-11-10 13F Sun Life Financial Inc 0 -100,00 0 -100,00
2026-04-20 13F Balance Wealth, LLC 31.093 32,87 2.849 33,26
2026-02-03 13F We Are One Seven, LLC 158.822 -25,52 14.513 -25,82
2026-02-10 13F Brentview Investment Management LLC 2.500 -28,57 228 -28,97
2026-02-06 13F Larson Financial Group LLC 4.640 23,24 424 22,61
2026-02-13 13F Centaurus Financial, Inc. 348.967 2,01 32 0,00
2026-02-17 13F SageView Advisory Group, LLC 225 21
2026-04-30 13F Accredited Investors Inc. 0 -100,00 0
2026-04-08 13F Bond & Devick Financial Network, Inc. 4.104 376
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 2.648.917 56,21 243 57,14
2026-04-01 13F Bangor Savings Bank 546 0,00 50 2,04
2026-04-21 13F OneAscent Wealth Management LLC 3.005 12,17 275 12,70
2026-01-08 13F Tuttle Tactical Management LLC 3.500 320
2026-02-13 13F Safe Harbor Wealth Advisors, LLC 10.625 972
2026-04-30 13F Costello Asset Management, INC 0 -100,00 0
2026-02-03 13F Entruity Wealth, LLC 18.400 0,94 1.681 0,54
2026-04-07 13F Howard Financial Services, Ltd. 10.863 -74,19 995 -74,13
2026-02-18 13F Beacon Pointe Advisors, LLC 116.009 10,37 10.601 9,92
2026-02-10 13F SFI Advisors, LLC 97.902 17,73 8.946 17,26
2026-02-04 13F Dogwood Wealth Management LLC 12.681 21,51 1.159 21,00
2026-04-30 13F Acorn Wealth Advisors, LLC 2.597 -7,28 238 -7,06
2026-04-29 13F Meitav Dash Investments Ltd 8.848 -2,67 810 -2,29
2026-04-08 13F Moulton Wealth Management, Inc 0 -100,00 0
2026-02-12 13F StoneX Group Inc. 11.310 -57,58 1.033 -57,77
2026-04-07 13F Pathway Financial Advisors LLC 108.526 0,03 9.921 0,02
2026-02-02 13F Ashton Thomas Securities, Llc 0 -100,00 0
2026-02-17 13F Asset One Wealth Management LLC 171.447 15.669
2026-01-29 13F Managed Asset Portfolios, Llc 161.262 -18,87 14.736 -19,19
2026-04-17 13F/A Founders Financial Securities Llc 249.357 59,22 22.806 59,36
2026-04-27 13F Apeiron RIA LLC 2.564 5,86 235 5,88
2026-04-21 13F GHP Investment Advisors, Inc. 436 0,00 40 0,00
2026-02-19 13F Atomi Financial Group, Inc. 42.820 3,93 3.913 3,49
2026-04-10 13F Quaker Wealth Management, LLC 110.966 2,14 10.169 2,43
2026-02-13 13F Truvestments Capital Llc 0 -100,00 0
2026-02-11 13F Clifford Swan Investment Counsel Llc 0 -100,00 0
2026-04-07 13F First Citizens Financial Corp 15.745 5,45 1.443 5,72
2026-04-29 13F Saxon Interests, Inc. 3.871 -22,66 355 -22,54
2025-11-12 13F Berry Wealth Group, LP 0 -100,00 0 -100,00
2026-04-13 13F Plan Group Financial, LLC 15.511 2,26 1.421 2,53
2026-02-17 13F Palogic Value Management, L.P. 5.482 501
2026-04-20 13F Inscription Capital, LLC 243.507 -36,82 22.315 -36,65
2025-11-06 13F BlueChip Wealth Advisors LLC 0 -100,00 0
2026-02-06 13F/A CapWealth Advisors, LLC 122.988 19,12 11.239 18,63
2026-01-26 13F Mountain Hill Investment Partners Corp. 100 0,00 9 0,00
2026-02-03 13F Lumbard & Kellner, LLC 153.870 -11,51 14.061 -11,87
2026-02-09 13F Putnam Fl Investment Management Co 2.205 201
2026-04-20 13F CWA Asset Management Group, LLC 391.859 -15,19 35.910 -14,95
2026-02-17 13F Turim 21 Investimentos Ltda. 24.066 -93,50 2.199 -93,53
2026-04-22 13F Red Door Wealth Management, LLC 21.460 1,72 1.967 2,02
2026-04-27 13F Vivid Wealth Management, LLC 161.200 1,33 14.772 1,62
2026-04-07 13F CoreCap Advisors, LLC 99.207 -17,36 9.091 -17,12
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 346.298 2,27 27.739 -10,40
2026-02-10 13F WCG Wealth Advisors LLC 340.044 116,22 31.074 115,35
2026-01-07 13F Yeomans Consulting Group, Inc. 44.547 4.071
2025-11-07 13F Atticus Wealth Management, Llc 0 -100,00 0 -100,00
2026-04-30 13F Hsbc Holdings Plc 191.160 -2,60 19.048 -3,48
2026-01-30 13F Camden Capital, LLC 57.464 35,08 5.251 34,54
2025-11-14 13F Stadion Money Management, LLC 0 -100,00 0
2026-04-30 13F Csenge Advisory Group 80.823 5,07 7.407 5,36
2026-02-17 13F Royal Bank Of Canada 8.168.135 -2,70 746.403 -3,10
2026-04-17 13F CENTRAL TRUST Co 3.729 18,61 342 18,82
2026-01-23 13F Stonehaven Wealth & Tax Solutions, Llc 6.426 3,16 587 2,80
2026-02-09 13F Hartland & Co., LLC 12.958 0,58 1.184 0,17
2026-02-13 13F Charles Schwab Investment Management Inc 28.394 -15,85 2.595 -16,19
2026-02-17 13F Guardian Partners Inc. 0 -100,00 0
2026-04-22 13F Stone House Investment Management, LLC 0 -100,00 0
2026-02-03 13F Kassira Wealth Management LLC 86.633 -2,70 7.917 -3,09
2026-04-15 13F Founders Grove Wealth Partners, Llc 261.898 1,24 24.000 1,53
2026-01-28 13F Clarity Financial LLC 42.647 -2,89 3.897 -3,28
2025-11-14 13F Blue Capital, Inc. 0 -100,00 0 -100,00
2026-04-29 13F Richmond Investment Services, LLC 23.397 178,50 2.144 179,53
2026-02-13 13F Aptus Capital Advisors, LLC 189.544 -16,08 17.321 -16,41
2026-04-15 13F Diligent Investors, LLC 19.500 0,00 1.787 0,28
2026-04-21 13F Maseco Llp 0 -100,00 0
2026-04-30 13F Fortune Financial Advisors, LLC 14.354 21,17 1.315 21,53
2026-02-17 13F Quantinno Capital Management LP 279.345 -16,24 25.527 -16,57
2026-01-20 13F Ascent Group, LLC 2.751 -50,46 251 -50,69
2026-04-29 13F/A Salem Investment Counselors Inc 650 60
2026-02-11 13F Capital World Investors 381.762 35,36 34.882 34,80
2026-02-24 13F Barnes Wealth Management Group, Inc 11.899 3,39 1.087 3,03
2026-04-23 13F Columbia Advisory Partners Llc 6.740 36,49 618 36,81
2025-11-04 13F Gitterman Wealth Management, LLC 424.957 4,78 38.990 4,80
2026-04-21 13F October Effect Ltd 46.044 -17,32 4.219 -17,08
2026-04-23 13F Manchester Financial Inc 0 -100,00 0
2026-04-27 13F Counterpoint Mutual Funds LLC 2.206.436 202.198
2026-04-28 13F Raleigh Capital Management Inc. 8.335 25.157,58 764 25.333,33
2026-02-06 13F Americana Partners, LLC 19.136 44,39 1.749 43,87
2026-02-09 13F Coldstream Capital Management Inc 75.581 -32,07 6.907 -32,35
2026-02-13 13F Potentia Wealth 3.936 -3,03 360 -3,49
2026-02-13 13F Lifeworks Advisors, LLC 3.577 -0,42 327 -0,91
2026-01-16 13F Oldfather Financial Services, LLC 0 -100,00 0
2026-02-17 13F Brown Financial Advisors 14.635 8,79 1.337 8,35
2026-04-10 13F Armstrong Advisory Group, Inc 1.667 -28,21 153 -28,30
2026-02-09 13F Strategic Financial Concepts, LLC 0 -100,00 0
2026-02-18 13F Front Street Capital Management, Inc. 3.959 -11,63 0
2026-04-28 13F Stephens Inc /ar/ 32.216 1,02 2.952 1,30
2026-04-10 13F Piscataqua Savings Bank 263 0,00 24 0,00
2026-02-17 13F LaSalle St. Investment Advisors, LLC 42.887 8,25 4 0,00
2026-04-30 13F Relyea Zuckerberg Hanson LLC 505.482 9,33 46.322 9,64
2026-04-10 13F Baker Tilly Financial, Llc 15.456 25,98 1.416 26,32
2026-01-23 13F Diversify Advisory Services, LLC 20.925 -15,53 1.916 -15,45
2026-02-17 13F Sherman Porfolios, Llc 15.391 1.406
2026-04-28 13F Kingswood Wealth Advisors, Llc 73.635 15,36 6.748 15,69
2026-02-17 13F Gotham Asset Management, LLC 1.402.978 380,68 128.204 378,75
2026-02-19 13F Van Diest Capital, LLC 2.833 259
2026-04-15 13F Financial Management Professionals, Inc. 18.386 -0,01 1.685 0,24
2026-01-26 13F Main Street Group, LTD 0 -100,00 0
2026-04-16 13F Lexington Hill Partners, LLC 0 -100,00 0
2026-01-29 13F Marathon Capital Management 161.415 31,69 14.750 31,16
2026-04-27 13F Serenus Wealth Advisors, LLC 17.665 0,22 1.619 0,50
2026-01-23 13F Hedeker Wealth, LLC 87.038 56,60 7.954 55,97
2026-04-28 13F Fundamentun, Llc 8.995 0,00 824 0,37
2026-04-22 13F Bravera Wealth 0 -100,00 0
2026-02-10 13F Bnp Paribas Arbitrage, Sa 15.699 -91,83 1.435 -91,87
2026-04-16 13F EdgeRock Capital LLC 3.313 0,00 304 0,33
2026-02-13 13F Stifel Financial Corp 4.663.447 -2,68 426.146 -3,07
2026-04-21 13F Falcon Wealth Planning 14.825 9,16 1.359 9,43
2026-01-05 13F Foguth Wealth Management, LLC. 22.372 -7,61 2.045 -7,92
2026-02-13 13F Axim Planning & Wealth 17.572 80,11 1.606 79,33
2026-04-15 13F Optivise Advisory Services LLC 27.903 2.557
2026-01-21 13F Townsend Asset Management Corp /nc/ /adv 35 0,00 3 0,00
2026-04-21 13F Sicart Associates LLC 401.682 -8,64 36.810 -8,38
2026-04-28 13F Core Wealth Advisors, Llc 0 -100,00 0
2026-01-27 13F Farrow Financial Inc. 4.163 6,06 380 5,56
2026-01-21 13F Portside Wealth Group, LLC 357.698 22,15 32.686 21,65
2026-01-30 13F Fagan Associates, Inc. 59.658 4,75 5.452 4,33
2026-02-04 13F Clark Wealth Partners 1.064 0,00 97 0,00
2026-01-20 13F Cypress Advisory Group LLC 38.905 -30,90 3.555 -31,17
2026-02-09 13F Green Square Capital Advisors Llc 12.202 -47,31 1.115 -47,50
2026-02-17 13F Parkwood LLC 248.100 1.014,05 23 1.000,00
2026-04-21 13F Vise Technologies, Inc. 3.763 0,00 344 0,00
2026-04-09 13F Teamwork Financial Advisors, LLC 246.102 -15,82 22.553 -15,58
2026-04-15 13F Cranbrook Wealth Management, LLC 0 -100,00 0
2026-04-17 13F Total Clarity Wealth Management, Inc. 2.468 0,53 226 0,89
2026-04-24 13F Peregrine Asset Advisers, Inc. 51.897 4.756
2026-04-22 13F Richard Bernstein Advisors LLC 1.592.652 39.816.200,00 145.952
2026-04-22 13F Accretive Wealth Partners, LLC 2.364 5,77 217 5,88
2026-04-30 13F Sequoia Financial Advisors, LLC 43.136 50,78 3.953 51,22
2026-02-13 13F Banco Santander, S.A. 236.938 213,73 21.651 212,47
2026-04-15 13F Iams Wealth Management, Llc 92.499 20,65 8.477 21,00
2026-01-12 13F Evolution Wealth Advisors, LLC 4.331 0,14 396 -0,25
2026-02-20 13F Kinloch Capital, LLC 3.274 0,00 299 -0,33
2026-02-17 13F Ameriprise Financial Inc 1.468.207 14,58 134.157 13,88
2026-04-09 13F Kelly Financial Group Llc 2.623 0,00 240 0,42
2026-04-07 13F Farther Finance Advisors, LLC 256.824 -37,04 23.474 -37,02
2026-02-17 13F Wiley Bros.-aintree Capital, Llc 466.920 7,57 42.656 6,58
2026-02-23 13F IronBridge Private Wealth, LLC 0 -100,00 0
2026-04-16 13F CPR Investments Inc. 62.296 -3,03 5.709 -2,76
2026-02-17 13F MGB Wealth Management, LLC 1.119 1,36 102 0,99
2025-11-14 13F Marshfield Associates 0 -100,00 0 -100,00
2026-02-25 13F/A GFI Investment Counsel Ltd. 63.217 -2,90 5.777 -3,30
2026-04-17 13F Brown, Lisle/cummings, Inc. 73.276 49,25 6.715 49,69
2026-02-03 13F Climber Capital SA 68.110 -7,66 3.639 -12,38
2026-02-13 13F KilterHowling LLC 2.839 259
2026-04-23 13F Littlejohn Financial Services, Inc. 4.276 70,22 392 70,74
2026-04-27 13F Three Cord True Wealth Management, LLC 30.275 1,56 2.774 1,84
2026-04-07 13F G&S Capital LLC 111.461 19,97 10.214 20,31
2026-04-27 13F Turtle Creek Wealth Advisors, LLC 2.731 0,00 250 0,40
2026-02-17 13F Eddie Patel Inc 17.602 1.608
2026-02-13 13F Fortis Capital Management LLC 64.070 11,56 5.855 11,10
2026-04-30 13F Stiles Financial Services Inc 6.297 -4,56 577 -4,15
2026-02-03 13F Emerald Investment Partners, Llc 420 -17,00 38 -17,39
2026-04-13 13F Waycross Investment Management Co 15.552 42,86 1.425 43,36
2025-11-10 13F Alerus Financial Na 0 -100,00 0 -100,00
2026-02-10 13F Greenwich Wealth Management LLC 3.885 -18,33 0
2026-02-11 13F LPL Financial LLC 13.175.217 -0,50 1.203.951 -0,90
2025-11-06 13F Financial Advocates Investment Management 0 -100,00 0
2026-01-26 13F CMC Financial Group 12.170 -0,07 1.112 -0,45
2026-02-09 13F Financial Advisory Corp /ut/ /adv 31.727 0,77 3 0,00
2026-02-11 13F Alethea Capital Management, Llc 236.611 -24,16 21.622 -24,46
2026-04-28 13F Oversea-Chinese Banking CORP Ltd 37.772 18,03 3.461 18,37
2026-02-12 13F Collier Financial 14.946 5,05 1.366 4,60
2026-02-14 13F POM Investment Strategies, LLC 27 1.250,00 2
2026-01-23 13F Northland Securities, Inc. 2.321 212
2026-02-05 13F Tucker Asset Management Llc 78.562 -39,42 7.179 -39,67
2026-02-09 13F Regimen Wealth, Llc 3.423 313
2026-01-30 13F Sigma Planning Corp 11.515 -3,13 1.043 -4,31
2026-02-13 13F Capital Square, LLC 4.818 -0,78 440 -1,12
2026-02-02 13F Benjamin Edwards Inc 124.385 10,81 11.366 10,37
2026-02-18 13F Cim, Llc 49.362 -4,70 4.511 -5,09
2026-02-05 13F Donoghue Forlines LLC 0 -100,00 0
2025-11-12 13F CIBC Bancorp USA Inc. 5.092 467
2026-04-21 13F Maridea Wealth Management LLC 226.471 6,45 20.754 6,75
2026-02-13 13F Level Four Advisory Services, Llc 23.088 10,42 2.110 9,96
2026-04-30 13F Donaldson Capital Management, Llc 4.150 0,00 380 0,26
2026-02-17 13F Cetera Investment Advisers 2.861.381 7,64 261.473 7,21
2026-04-06 13F Highline Wealth Partners Llc 30.152 2.210,50 2.763 2.221,85
2026-02-10 13F Catalyst Capital Advisors LLC 0 -100,00 0
2026-04-20 13F Arta Finance Wealth Management LLC 189.625 1,00 17.327 1,00
2026-02-04 13F Ameritas Advisory Services, LLC 101.280 -44,68 9.255 -44,91
2026-01-23 13F Carnegie Capital Asset Management, LLC 6.371 -9,71 582 -10,05
2026-04-13 13F Mitchell Sinkler & Starr/pa 9.167 -8,42 840 -8,10
2026-04-29 13F WealthPlan Investment Management, LLC 114.666 -62,15 10.508 -62,05
2026-02-13 13F Resources Investment Advisors, LLC. 5.391 -16,11 493 -16,47
2026-02-20 13F Kovitz Investment Group Partners, LLC 3.296 -99,09 301 -99,09
2026-04-21 13F International Private Wealth Advisors LLC 5.110 86,22 468 87,20
2026-04-28 13F ORG Wealth Partners, LLC 589 -23,41 54 -22,86
2026-02-03 13F Cheviot Value Management, LLC 63 0,00 6 0,00
2026-02-13 13F Financial Network Wealth Advisors LLC 34.472 34,74 3.150 34,21
2026-02-17 13F Signature Equity Partners, LLC 2.700 247
2026-04-08 13F Ccg Wealth Management, Llc 9.305 153,13 853 154,33
2026-04-20 13F Ronald Blue Trust, Inc. 15.026 175,50 1.377 176,31
2026-04-28 13F Northstar Group, Inc. 525.029 -1,83 48.114 -1,55
2026-01-23 13F Optima Capital Llc 664 61
2026-02-13 13F Sovereign Investment Advisors, LLC 64.447 30,90 5.889 30,37
2026-02-03 13F International Assets Investment Management, Llc 19.229 -5,10 1.757 -5,13
2026-02-10 13F Principia Wealth Advisory, LLC 34 -77,48 3 -76,92
2026-04-09 13F Elmwood Wealth Management, Inc. 59.660 284,66 5.467 285,82
2026-04-20 13F Focused Wealth Management, Inc 13.846 -90,57 1.269 -90,55
2026-02-13 13F Cullen Capital Management, LLC 11.271 -0,54 1.030 -0,96
2026-01-05 13F Catherine Avery Investment Management LLC 1.759 239,58 161 240,43
2026-02-03 13F Luken Investment Analytics, LLC 43.256 -4,52 3.953 -4,91
2026-04-15 13F Retireful, LLC 14.074 -5,96 1.290 -5,71
2026-04-23 13F Barry Investment Advisors, LLC 325.702 -1,51 29.847 -1,23
2026-01-30 13F New Harbor Financial Group, LLC 6.122 6,60 559 6,27
2026-02-10 13F Argent Trust Co 3.742 -14,08 342 -14,54
2026-02-17 13F Citadel Advisors Llc 0 -100,00 0
2026-04-22 13F Morris Retirement Advisors, LLC 2.358 3,15 216 3,85
2026-02-05 13F Paulson Wealth Management Inc. 19.982 -21,51 1.826 -21,84
2026-01-28 13F Geneos Wealth Management Inc. 96.501 3,53 8.818 3,12
2026-04-21 13F Ramiah Investment Group 249.660 1.609,53 22.879 1.614,99
2026-04-28 13F Golden State Wealth Management, LLC 634 -88,91 58 -88,89
2026-02-06 13F Great Diamond Partners, LLC 6.070 555
2026-02-13 13F Clarkston Capital Partners, LLC 194.262 39,39 17.752 38,83
2026-04-24 13F Balentine LLC 335 0,00 31 0,00
2026-01-27 13F Werba Rubin Papier Wealth Management 9.507 0,62 869 0,23
2026-02-09 13F Kestra Investment Management, LLC 5.092 3,73 465 3,33
2026-02-27 13F Strategic Investment Solutions, Inc. /IL 6.258 117,37 572 116,29
2026-04-08 13F West Financial Advisors, LLC 78.965 -0,24 7.236 0,04
2026-04-28 13F B.O.S.S. Retirement Advisors, LLC 15.886 -3,18 1.456 -2,94
2026-04-29 13F Cairn Investment Group, Inc. 105.875 30,99 10 28,57
2026-02-04 13F UNIVEST FINANCIAL Corp 111.159 0,15 10.158 -0,26
2026-02-13 13F Wells Fargo & Company/mn 6.985.142 4,17 638.302 3,75
2026-02-09 13F Keating Financial Advisory Services, Inc. 247 23
2026-02-12 13F Tillman Hartley LLC 62.055 20,18 5.671 19,70
2026-04-21 13F Wesbanco Bank Inc 79.837 63,13 7.316 63,60
2026-04-15 13F Fjell Capital, LLC 38.070 -41,69 3.489 -41,53
2026-04-21 13F Venturi Wealth Management, LLC 32.961 -67,51 3.020 -67,43
2026-02-17 13F Private Capital Management, LLC 3.722 340
2026-01-29 13F Financial Life Planners 0 -100,00 0
2026-02-06 13F Lloyd Advisory Services, LLC. 2.313 -0,13 211 -0,47
2026-02-17 13F Warren Averett Asset Management, LLC 10.630 7,75 971 7,29
2026-04-17 13F Ambassador Advisors, LLC 11.375 -6,23 1.042 -5,96
2026-04-22 13F Networth Advisors, LLC 412 38
2026-04-28 13F Howe & Rusling Inc 886 -16,57 81 -16,49
2026-02-11 13F Strategic Wealth Designers 148.461 -54,70 13.566 -54,89
2026-02-18 13F Skyview Financial Group LLC 3.849 352
2026-04-28 13F Walkner Condon Financial Advisors LLC 41.520 -5,89 3.805 -5,63
2026-02-10 13F DiMeo Schneider & Associates, L.L.C. 9.465 865
2026-04-14 13F Nbc Securities, Inc. 30.002 13,07 2.749 13,41
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 2.712 248
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 20.896 53,40 1.915 53,86
2026-04-24 13F Able Wealth Management LLC 2.783 255
2026-02-06 13F Ignite Planners, LLC 0 -100,00 0
2026-02-12 13F Loomis Sayles & Co L P 0 -100,00 0
2026-04-16 13F Capital Advisors, Ltd. LLC 120.215 11,82 11 22,22
2026-02-06 13F Cullen/frost Bankers, Inc. 263 195,51 24 200,00
2026-04-24 13F Axis Wealth Partners, LLC 3.142 288
2026-04-13 13F Total Investment Management Inc 12.338 0,11 1.131 0,36
2026-04-27 13F Truist Financial Corp 1.138.500 25,46 104.332 25,82
2026-01-22 13F City Holding Co 0 -100,00 0
2026-02-09 13F Wellington Shields Capital Management, LLC 5.585 0,00 510 -0,39
2026-02-11 13F Premier Private Wealth Management LLC 47.596 4.350
2026-04-21 13F Decker Retirement Planning Inc. 3.020 0,00 277 0,36
2026-04-08 13F JBR Co Financial Management Inc 132.445 0,00 12.103 0,00
2026-04-17 13F Weaver Capital Management LLC 493 -36,30 45 -35,71
2026-04-08 13F Arlington Trust Co LLC 15.220 12,08 1.395 12,42
2026-02-13 13F Schroder Investment Management Group 298.275 26,54 27.253 26,02
2026-04-22 13F Clear Creek Financial Management, LLC 67.686 20,87 6.203 21,20
2026-04-28 13F Berkshire Bank 7.353 -47,13 674 -47,01
2026-01-22 13F Accordant Advisory Group Inc 0 -100,00 0
2026-04-20 13F Naples Global Advisors, Llc 2.740 0,00 251 0,40
2026-04-21 13F Sunpointe, LLC 10.709 17,97 981 18,34
2026-04-23 13F Elevate Capital Advisors, LLC 52.715 47,70 4.831 48,11
2026-04-29 13F United Asset Strategies, Inc. 4.870 14,59 446 14,95
2026-02-04 13F Advisor OS, LLC 2.484 227
2026-04-29 13F/A True Link Financial Advisors, LLC 32 3
2026-04-24 13F Acorn Financial Advisory Services Inc /adv 99.874 -65,96 9.152 -65,87
2026-02-04 13F Win Advisors, Inc 4.021 -84,82 367 -84,90
2026-02-03 13F Sterling Investment Management, Inc. 0 -100,00 0
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 246.875 1,65 22.624 1,94
2026-04-22 13F KG&L Capital Management,LLC 69.736 40,75 6.391 41,15
2026-04-14 13F Udine Wealth Management, Inc. 327.761 3,33 30.036 107.171,43
2026-01-30 13F Pvg Asset Management Corp 64.049 5.853
2026-04-29 13F Investment House Llc 0 -100,00 0
2026-02-10 13F Moors & Cabot, Inc. 2.794 -0,39 255 -0,78
2026-04-27 13F Evolution Wealth Management Inc. 2.618 15,28 240 15,46
2026-01-23 13F Bingham Private Wealth, Llc 30.916 -1,74 2.825 -2,11
2026-04-20 13F Park Edge Advisors, LLC 404.961 432,19 37.111 433,73
2026-04-28 13F Cypress Capital, LLC 375.265 -5,35 34.389 -5,08
2026-04-30 13F Titleist Asset Management, Llc 60.974 -3,04 5.588 -2,77
2026-02-03 13F McIlrath & Eck, LLC 23 0,00 2 0,00
2026-02-13 13F Morgan Stanley 23.815.971 -3,99 2.176.304 -4,38
2025-11-14 13F PenderFund Capital Management Ltd. 0 -100,00 0 -100,00
2026-01-21 13F Pacific Point Advisors, LLC 314.325 18,39 28.723 17,92
2026-02-10 13F Crescent Grove Advisors, LLC 74.174 -33,85 6.778 -34,13
2026-02-10 13F Strategic Advisors LLC 203.389 0,11 18.586 -0,30
2026-03-17 13F Forty-three Eighteen Advisors, LLC 3.260 298
2026-04-22 13F Wealth Advisory Solutions, LLC 3.901 -12,94 357 -12,71
2026-01-26 13F Second Half Financial Partners, LLC 469.315 0,00 42.886 -0,40
2026-04-24 13F Innova Wealth Partners 22.679 465,42 2.078 467,76
2026-01-16 13F Worth Financial Advisory Group, LLC 4.682 428
2025-11-12 13F Napa Wealth Management 0 -100,00 0 -100,00
2026-01-29 13F Cornerstone Investment Partners, LLC 34.998 -3,66 3.198 -4,05
2026-04-28 13F Stratos Wealth Advisors, LLC 17.004 -45,61 1.558 -45,45
2026-02-09 13F Atlantic Trust, LLC 151.948 0,19 13.885 -0,22
2026-04-08 13F First Heartland Consultants, Inc. 3.519 -8,53 323 -8,26
2026-02-13 13F SRS Capital Advisors, Inc. 63.957 5.844
2026-01-29 13F Quadcap Wealth Management, LLC 5.516 13,47 504 13,00
2025-11-13 13F Herold Advisors, Inc. 0 -100,00 0
2026-01-20 13F Steel Peak Wealth Management LLC 16.939 119,45 1.548 118,50
2026-02-05 13F Thrivent Financial For Lutherans 352.010 24,78 32 28,00
2026-04-21 13F AA Financial Advisors, LLC 185.228 16.974
2026-04-23 13F Glass Jacobson Investment Advisors llc 569 0,53 52 1,96
2026-02-10 13F Bank of New York Mellon Corp 20.946 25,85 1.914 25,43
2026-04-13 13F Hm Payson & Co 0 -100,00 0
2026-02-17 13F Guardian Wealth Advisors, Llc / Nc 13.528 0,00 1.236 -0,40
2026-02-03 13F Oak Family Advisors, Llc 0 -100,00 0 -100,00
2026-02-13 13F Ausdal Financial Partners, Inc. 320.473 -3,53 29.285 -3,92
2026-04-24 13F Merited Wealth, LLC 0 -100,00 0
2026-04-30 13F First Horizon Corp 2.000 -1,86 183 -1,61
2025-11-10 13F Kropog Financial Group, LLC 0 -100,00 0 -100,00
2026-04-14 13F Opal Wealth Advisors, LLC 2.076 190
2026-04-27 13F GenTrust, LLC 97.731 2,21 8.956 2,51
2026-02-17 13F Mercer Global Advisors Inc /adv 738.347 16,55 67.470 16,08
2026-02-17 13F Captrust Financial Advisors 3.942.405 3,52 360.257 3,10
2026-04-02 13F Silverleafe Capital Partners, LLC 4.519 -0,04 414 0,24
2026-02-17 13F Vertex Planning Partners, LLC 18.390 3,44 1.680 3,00
2026-02-19 13F Mcguire Capital Advisors Inc 43 4
2026-04-14 13F Beacon Investment Advisory Services, Inc. 3.500 0,00 321 0,31
2026-01-07 13F Aventura Private Wealth, LLC 0 -100,00 0 -100,00
2026-04-28 13F Westfuller Advisors, LLC 5.700 -25,68 522 -25,43
2026-04-16 13F Lincoln Capital Corp 6.733 -8,36 617 -8,05
2026-04-22 13F Joel Isaacson & Co., LLC 6.060 0,56 555 0,91
2026-04-13 13F True Wealth Design, LLC 58 5
2026-01-29 13F Kickstand Ventures, Llc. 14.815 28,41 1.354 27,88
2025-11-04 13F Lord & Richards Wealth Management, LLC 0 -100,00 0
2026-01-16 13F Tower Wealth Partners, Inc. 4.841 2,48 442 2,08
2026-02-06 13F Kingdom Financial Group LLC. 35 3
2026-04-29 13F Capital Planning LLC 9.861 -3,61 904 -3,42
2026-04-20 13F Kestra Private Wealth Services, Llc 90.008 -51,66 8.248 -51,52
2026-02-17 13F Fwl Investment Management, Llc 161.112 22,25 14.722 21,76
2025-11-24 13F LifeGoal Wealth Advisors 0 -100,00 0 -100,00
2026-04-09 13F Life Line Wealth Management Llc 4.205 1,67 385 2,12
2026-01-23 13F Gibbs Wealth Management 70.000 4,72 6.403 4,39
2026-02-09 13F Smithfield Trust Co 10.059 -0,96 1
2026-04-22 13F Matauro, Llc 2.802 -1,93 257 -1,92
2026-04-10 13F YHB Investment Advisors, Inc. 11.535 4,86 1.057 5,17
2026-04-24 13F Greenfield Seitz Capital Management, LLC 61.986 -31,79 5.680 -31,60
2026-04-28 13F Topor & Co. Korea 2.540 233
2026-04-16 13F Five Pine Wealth Management 8.931 -29,13 818 -28,93
2026-02-04 13F Hirtle Callaghan & Co LLC 384 -0,26
2026-02-17 13F Snowden Capital Advisors LLC 33.805 7,86 3.089 7,44
2026-02-18 13F Pacific Excel Wealth Advisors, Inc. 7.137 652
2026-04-30 13F GFS Advisors, LLC 4.714 389
2026-02-14 13F Copley Financial Group, Inc. 22.135 10,33 2.023 9,89
2026-02-17 13F Bank Of America Corp /de/ 16.434.502 0,17 1.501.785 -0,24
2026-04-21 13F OneAscent Financial Services LLC 12.554 111,99 1.150 112,57
2026-04-07 13F Estate Planners Group, LLC 468 43
2025-11-06 13F Continental Investors Services, Inc. 0 -100,00 0 -100,00
2026-01-23 13F Sage Mountain Advisors LLC 21.622 -13,62 1.976 -13,98
2026-01-12 13F VisionPoint Advisory Group, LLC 62.530 14,35 5.714 13,87
2026-02-03 13F RWM Asset Management, LLC 4.547 0,00 416 -0,24
2026-02-13 13F Pine Valley Investments Ltd Liability Co 50.106 11,80 4.579 11,36
2026-04-08 13F RDA Financial Network 34.233 -52,22 3.137 -52,08
2026-04-29 13F CFS Investment Advisory Services, LLC 11.868 235,73 1.087 236,22
2026-04-27 13F Argos Wealth Advisors, LLC 2.837 -20,33 260 -20,31
2026-02-06 13F 3EDGE Asset Management, LP 2.448.032 103,41 223.695 102,58
2026-04-10 13F Pure Financial Advisors, Inc. 17.084 1.566
2026-04-23 13F Financial & Tax Architects, LLC 10.416 -27,84 954 -27,67
2026-01-23 13F Reuter James Wealth Management, Llc 0 -100,00 0
2026-02-11 13F Gwn Securities Inc. 0 -100,00 0
2026-04-29 13F Broussard Financial Group LLC 9.664 -41,37 886 -41,24
2026-02-17 13F Westwood Holdings Group Inc 136.872 -2,57 12.507 -2,96
2026-01-27 13F Tranquilli Financial Advisor LLC 33.031 9,68 3.018 9,23
2026-02-13 13F TCM Advisors, LLC 10.992 7,57
2026-04-07 13F Park Avenue Securities Llc 304.972 28
2026-04-20 13F Auour Investments LLC 288.484 -3,54 26.437 -3,26
2026-04-22 13F Landmark Wealth Management, Inc. 10.844 994
2026-04-24 13F Cabot Wealth Management Inc 70.178 -4,72 6.431 -4,44
2026-04-27 13F Platform Technology Partners 6.557 601
2026-04-20 13F Joel Adams & Associates, Inc. 0 -100,00 0
2026-04-28 13F WESPAC Advisors, LLC 39.217 97,83 3.594 98,40
2026-04-20 13F Heritage Wealth Management, Inc. 5.135 0,00 471 0,21
2026-02-10 13F DT Investment Partners, LLC 198.740 12,51 18.161 12,06
2025-11-10 13F Siligmueller & Norvid Wealth Advisors LLC 5.729 284
2026-04-21 13F Centennial Advisors, LLC 11.691 13,04 1.071 13,33
2026-04-21 13F Granite Islands Private Wealth, Llc 0 -100,00 0
2026-04-30 13F Kestra Advisory Services, LLC 147.635 -17,41 13.529 -17,17
2026-04-23 13F Private Wealth Management Group, LLC 2.075 190
2026-01-28 13F Legacy Capital Group California, Inc. 86.023 2,18 7.861 1,76
2026-02-17 13F WFA of San Diego, LLC 0 -100,00 0
2026-04-13 13F Fortress Wealth Group, LLC 125.979 11.520
2026-04-20 13F Independent Wealth Network Inc. 23.071 -9,09 2.114 -8,84
2026-04-10 13F Summit Financial Consulting LLC 0 -100,00 0
2026-02-17 13F Main Street Financial Solutions, LLC 9.335 -0,24 853 -0,58
2026-04-17 13F Signal Advisors Wealth, LLC 112.141 -10,20 10.277 -9,95
2026-04-23 13F McElhenny Sheffield Capital Management, LLC 11.571 0,03 1.060 0,28
2026-01-30 13F Rachor Investment Advisory Services, LLC 1 0
2026-02-13 13F Nutshell Asset Management Ltd 0 -100,00 0
2026-02-03 13F Pilgrim Partners Asia Pte Ltd 22.000 10,00 2.010 9,54
2026-02-03 13F Kingstone Capital Partners Texas, LLC 0 -100,00 0 -100,00
2026-02-11 13F Parallel Advisors, LLC 11.543 5,46 1.055 4,98
2026-04-10 13F Oxinas Partners Wealth Management LLC 5.597 0,67 513 0,79
2026-04-13 13F IFP Advisors, Inc 80.406 66,74 7.368 67,23
2026-04-28 13F TritonPoint Partners, LLC 361.946 33.169
2026-02-13 13F Gts Securities Llc 29.602 -85,77 2.705 -85,83
2026-04-15 13F Access Financial Services, Inc. 3.116 286
2026-04-21 13F Magnolia Private Wealth, LLC 5.446 24,08 499 24,44
2026-02-12 13F BlackRock, Inc. 1.587.216 -5,60 145.040 -5,98
2026-01-28 13F EPG Wealth Management LLC 1.598 146
2026-02-12 13F Vickerman Investment Advisors, Inc. 31.491 13,06 2.878 12,60
2026-04-14 13F Pacific Capital Wealth Advisors, Inc 161.168 -1,07 14.769 -0,79
2026-02-05 13F Saratoga Research & Investment Management 225.181 -8,35 20.577 -8,72
2026-04-16 13F Upper Left Wealth Management, LLC 54.872 5,27 5.028 5,56
2026-04-14 13F Invenio Wealth Partners Llc 33.588 -30,21 3.078 -30,00
2026-04-24 13F Palouse Capital Management, Inc. 44.750 -26,22 4.101 -26,02
2026-04-13 13F Sherman Wealth Management LLC 29.742 -0,84 2.726 -0,55
2026-02-02 13F Avidian Wealth Solutions, LLC 6.657 46,79 608 46,15
2026-04-08 13F Oliver Luxxe Assets LLC 56.524 6,55 5.180 6,85
2026-01-27 13F ZEGA Investments, LLC 24.021 -47,55 2.195 -47,75
2026-04-24 13F Cane Capital Partners, LLC 4.036 -1,46 370 -1,34
2026-04-17 13F Values First Advisors, Inc. 40.626 0,72 3.723 1,00
2026-01-27 13F TD Waterhouse Canada Inc. 63.703 65,88 5.821 65,75
2026-02-09 13F Bleakley Financial Group, LLC 136.804 -18,82 12.501 -19,14
2025-11-05 13F Savant Capital, LLC 0 -100,00 0 -100,00
2026-04-02 13F Fulcrum Equity Management 8.452 775
2026-02-12 13F First Wilshire Securities Management Inc 0 -100,00 0
2026-04-06 13F CX Institutional 1.924 -65,02 0
2026-02-09 13F Endowment Wealth Management, Inc. 4.537 7,74 415 7,25
2026-02-17 13F Humankind Investments LLC 32.500 0,00 2.970 -0,40
2026-04-14 13F USA Financial Portformulas Corp 253.563 23.237
2026-04-27 13F FSM Wealth Advisors, LLC 31.722 -12,70 2.907 -12,47
2026-02-20 13F Talisman Wealth Advisors LLC 3.056 -7,98 279 -8,22
2026-02-13 13F Toroso Investments, LLC 21.214 -53,94 1.939 -53,99
2026-04-17 13F Tectonic Advisors Llc 338.303 -0,17 31.002 0,11
2026-02-11 13F Capital Analysts, Inc. 10.341 21,87 1
2026-04-20 13F Eagle Strategies LLC 8.307 -0,71 761 -0,39
2026-01-22 13F Harwood Advisory Group, LLC 1.346 -0,07 123 0,00
2026-04-27 13F Colonial River Wealth Management, LLC 15.118 -9,00 1.385 -8,76
2026-04-28 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 19.299 -38,86 1.768 -38,70
2025-12-02 13F Tevis Investment Management 0 -100,00 0 -100,00
2026-03-04 13F SHP Wealth Management 1.585 145
2026-02-12 13F Concorde Asset Management, LLC 3.055 -33,77 279 -33,73
2026-04-16 13F PMV Capital Advisers, LLC 0 -100,00 0
2026-02-09 13F Coordinated Financial Services, Inc. 10.147 -1,96 927 -2,32
2026-04-24 13F TKG Advisors, LLC 132.821 37,35 12.172 37,74
2026-02-12 13F Hrt Financial Lp 0 -100,00 0
2026-02-12 13F Sprott Inc. 830.949 6,00 75.932 5,57
2026-02-17 13F Banco Bilbao Vizcaya Argentaria, S.a. 0 -100,00 0
2026-04-13 13F Professional Financial Advisors, LLC 84.138 -19,97 7.710 -19,75
2026-02-06 13F Condor Capital Management 3.085 -84,02 282 -84,13
2026-01-29 13F Concord Asset Management, LLC/VA 43.210 28,03 3.949 27,52
2026-02-13 13F Kilter Group LLC 1 -83,33 0
2026-02-13 13F Arkadios Wealth Advisors 130.330 3,07 11.910 2,65
2026-01-26 13F Mirae Asset Global Investments Co., Ltd. 488.000 140,39 44.593 139,43
2026-04-16 13F Balboa Wealth Partners 8.509 23,35 780 23,65
2026-01-28 13F May Barnhard Investments LLC 7.297 -13,44 667 -13,84
2026-01-21 13F Modera Wealth Management, LLC 20.680 -15,97 1.890 -16,30
2026-02-17 13F Adams Wealth Management 30.698 -13,28 2.805 -13,61
2026-01-12 13F Daymark Wealth Partners, Llc 0 -100,00 0
2026-02-17 13F Mpwm Advisory Solutions, Llc 0 -100,00 0
2026-02-13 13F TRUE Private Wealth Advisors 3.119 -67,96 285 -68,09
2025-11-07 13F Beacon Capital Management, LLC 0 -100,00 0
2026-04-27 13F Boyd Watterson Asset Management Llc/oh 870 2.458,82 80 2.533,33
2026-02-13 13F Sargent Investment Group, LLC 92.778 1,20 8.478 0,80
2026-04-24 13F Swmg, Llc 3.081 -42,13 282 -41,98
2026-02-17 13F Schusterman Interests, LLC 5.460 0,00 499 -0,40
2026-02-09 13F PSI Advisors, LLC 47.224 9,22 4.281 7,92
2026-04-23 13F Ameliora Wealth Management Ltd. 16.163 0,00 1.481 0,34
2026-02-11 13F Arrowroot Family Office, LLC 46.989 -3,17 4.294 -3,57
2026-01-12 13F Rialto Wealth Management, LLC 5.115 -48,52 467 -48,74
2026-04-20 13F RiverTree Advisors, LLC 9.808 -39,58 899 -39,45
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 20.283 31,70 1.859 32,05
2026-01-15 13F Three Seasons Wealth, LLC 0 -100,00 0 -100,00
2026-04-22 13F Spire Wealth Management 63.580 14,99 5.827 15,32
2026-02-13 13F Wealth Alliance 2.406 0,84 220 0,46
2026-04-14 13F Twelve Points Wealth Management LLC 441.151 -23,28 40.427 -23,14
2026-02-06 13F Global Retirement Partners, LLC 213.105 21,66 19.473 21,17
2026-02-10 13F Resolute Capital, Llc 9.561 874
2026-02-11 13F Capital Group Private Client Services, Inc. 33.217 1,33 3.035 0,93
2026-02-13 13F Ubs Asset Management Americas Inc 7.646 699
2026-04-28 13F Walser Wealth Management Company, A Ltd Liability Co 10.070 -36,65 923 -36,50
2026-04-29 13F Signet Private Wealth LLC 28.192 3,12 2.584 3,40
2026-01-13 13F Synergy Financial Management, LLC 576.488 -69,33 52.679 -69,45
2026-02-17 13F/A Sentinus, LLC 3.116 0,52 285 0,00
2026-02-13 13F Quartz Partners, LLC 82.902 26,97 7.576 26,46
2026-02-13 13F Arete Wealth Advisors, LLC 175.400 11,56 16 14,29
2025-11-05 13F Fullcircle Wealth Llc 0 -100,00 0
2026-04-20 13F TFB Advisors LLC 37.211 1.421,30 3.410 1.429,15
2026-04-16 13F Smith, Salley & Associates 3.310 30,01 303 30,60
2026-02-09 13F White Lighthouse Investment Management Inc. 79.402 2.636,11 7.256 2.627,44
2026-04-24 13F Essex Financial Services, Inc. 11.062 6,54 1.014 6,86
2026-02-17 13F/A Tableaux Llc 3.738 457
2026-04-28 13F/A FLP Wealth Management, LLC 4.554 417
2026-02-11 13F Stirlingshire Investments, Inc. 61.576 5.627
2026-02-17 13F Laird Norton Trust Company, Llc 13.508 1.234
2026-04-15 13F Curran Financial Partners, LLC 116.134 -19,14 10.643 -18,91
2026-04-28 13F Titan Investment Management LLC 77.390 -30,32 7.092 -30,13
2026-01-26 13F DBK Financial Counsel, LLC 24.715 -1,09 2.258 -1,48
2026-02-13 13F Smartleaf Asset Management LLC 10.003 170,94 914 170,12
2026-04-28 13F Ntv Asset Management Llc 19.097 -1,03 1.750 -0,74
2026-04-08 13F Hummer Financial Advisory Services Inc 5.700 9,62 522 9,89
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-02-13 13F Alvarez & Marsal Private Wealth Partners, LLC 100.000 9.138
2026-02-05 13F Peak Asset Management, LLC 5.775 -10,81 528 -11,28
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 41.995 -20,44 3.848 -20,22
2026-01-30 13F Delta Investment Management, LLC 73.497 -6,70 6.716 -7,07
2026-04-13 13F Gradient Investments LLC 453.084 5,66 41.521 5,96
2026-04-22 13F SimpliFi, Inc. 2.891 0,59 265 0,76
2026-02-17 13F Eagle Capital Management Llc 880.977 0,75 80.504 0,35
2026-02-10 13F Coyle Financial Counsel LLC 25.160 -27,55 2.299 -27,84
2026-04-20 13F Aurora Investment Managers, LLC. 40.341 -66,72 4 -72,73
2026-02-13 13F Jacobi Capital Management LLC 232.489 21.245
2026-02-04 13F Bridgewealth Advisory Group, LLC 32.502 -42,69 2.970 -42,92
2026-04-07 13F Attessa Capital LLC 4.776 438
2026-04-27 13F Mount Yale Investment Advisors, LLC 302.098 45,82 27.684 46,24
2026-02-04 13F Wsfs Capital Management, Llc 0 -100,00 0
2026-04-15 13F Milestone Asset Management, Llc 7.485 -7,11 686 -6,93
2026-01-14 13F True Vision MN LLC 0 -100,00 0
2025-11-17 13F Opulen Financial Group LLC 0 -100,00 0 -100,00
2026-04-21 13F Artesa Financial Group, LLC 48.354 -1,91 4.431 -1,62
2026-04-21 13F Paradigm Financial Partners, Llc 49.394 -77,08 4.527 -77,02
2026-02-17 13F Creative Planning 1.395.038 0,43 127.479 0,03
2026-02-12 13F M1 Capital Management LLC 3.403 2,56 311 1,97
2026-04-14 13F Austin Wealth Management, LLC 28.913 -83,98 2.644 -83,98
2026-03-27 13F Prosperity Wealth Management, Inc. 2.275 -33,17 208 -33,65
2026-02-06 13F Empirical Asset Management, LLC 0 -100,00 0
2026-02-13 13F Neuberger Berman Group LLC 22.150 31,25 2.024 31,09
2026-02-03 13F Insight 2811, Inc. 50.060 4,48 4.574 4,07
2026-02-13 13F Integrity Financial Corp /WA 19 2
2026-02-18 13F Hershey Financial Advisers, LLC 47.341 -16,79 4.326 -17,15
2026-04-09 13F Secure Asset Management, LLC 2.768 -0,90 254 -0,78
2026-04-16 13F Evolve Private Wealth, Llc 40.395 14,42 3.702 14,72
2026-04-13 13F Cypress Point Wealth Management, LLC 3.356 0,57 308 0,99
2026-02-17 13F Perennial Investment Advisors, LLC 53.484 -1,14 4.887 -1,53
2026-04-15 13F Wealthcare Capital Management Llc 6.877 -10,27 630 -10,00
2026-02-06 13F Copia Wealth Management 952 46,24 87 45,76
2026-04-23 13F Oppenheimer Asset Management Inc. 2.293.052 -0,55 210.135 -0,26
2026-02-10 13F Moment Partners, LLC 0 -100,00 0
2026-02-13 13F J Hagan Capital, Inc. 0 -100,00 0 -100,00
2026-02-04 13F Fourth Dimension Wealth, LLC 15.353 1,93 1.403 1,45
2026-02-17 13F IHT Wealth Management, LLC 217.913 22,53 19.913 22,03
2026-04-09 13F McNamara Financial Services, Inc. 376.972 16,87 34.546 17,20
2026-01-22 13F Westbourne Investments, Inc. 63.130 7,07 5.804 6,34
2026-02-06 13F Vestmark Advisory Solutions, Inc. 203.022 2.314,63 18.552 2.306,23
2026-02-12 13F Jane Street Group, Llc 148.850 49,52 13.602 48,92
2026-02-17 13F Jones Financial Companies Lllp 181.138 18,07 16.552 17,61
2026-04-23 13F Phraction Management LLC 13.538 1.241
2025-11-04 13F Guerra Advisors Inc 220 20
2026-02-09 13F Revere Asset Management, Inc 0 -100,00 0
2026-04-17 13F Discipline Wealth Solutions, LLC 30.792 26,97 2.822 27,30
2025-11-04 13F AXS Investments LLC 0 -100,00 0
2026-02-13 13F Solstein Capital, LLC 1.381 9,08 126 8,62
2026-02-02 13F Ascent Wealth Partners, LLC 17.655 -9,79 1.613 -10,14
2026-04-30 13F Indivisible Partners 6.510 -7,96 597 -7,74
2026-02-17 13F Spears Abacus Advisors LLC 31.380 182,42 2.868 181,35
2026-04-24 13F Barnes Pettey Financial Advisors, Llc 8.990 -9,83 824 -9,66
2026-01-29 13F Arlington Partners LLC 0 -100,00 0
2026-04-21 13F Clio Asset Management LLC 28.426 -47,19 2.605 -47,06
2026-02-17 13F Susquehanna International Group, Llp Put 14.600 -67,98 1.334 -68,11
2026-04-23 13F SMART Wealth LLC 14.389 1.319
2026-02-17 13F Susquehanna International Group, Llp Call 2.900 -85,35 265 -85,41
2026-04-28 13F Dean, Jacobson Financial Services, LLC 48.099 -82,40 4.408 -82,35
2026-01-23 13F Hardman Johnston Global Advisors LLC 0 -100,00 0
2026-02-05 13F HighMark Wealth Management LLC 3 200,00 0
2026-02-17 13F Susquehanna International Group, Llp 102.768 -24,90 9.391 -25,21
2026-01-22 13F Premier Path Wealth Partners, LLC 0 -100,00 0
2026-01-16 13F Crewe Advisors LLC 115 -90,56 11 -90,99
2026-04-09 13F Thrive Wealth Management, LLC 0 -100,00 0
2026-01-28 13F Momentum Wealth Planning, LLC 13.919 -39,31 1.272 -39,59
2026-04-17 13F Cidel Asset Management Inc 3.360 -12,95 308 -12,78
2026-04-30 13F DMG Group, LLC 4.963 -5,23 455 -5,02
2026-01-28 13F Eagle Global Advisors Llc 11.350 -26,54 1.037 -26,82
2026-02-11 13F Dorsey & Whitney Trust CO LLC 17.566 202,50 1.605 201,69
2026-04-13 13F Invariant Investment Management 8.356 -6,07 764 -6,03
2026-04-27 13F Tennessee Valley Asset Management Partners 21.740 18,04 1.992 18,36
2026-02-17 13F Align Financial, LLC 30.076 30
2026-04-06 13F Stableford Capital Ii Llc 159.302 276,68 14.598 277,80
2026-02-05 13F Allworth Financial LP 312.521 -13,78 28.558 -14,13
2026-02-13 13F Advyzon Investment Management, LLC 20.475 15,99 1.871 15,57
2025-11-14 13F Full Sail Capital, LLC 230.630 -13,95 21.160 -13,93
2026-02-13 13F McAdam, LLC 6.032 -4,75 551 -5,16
2026-02-11 13F O'shaughnessy Asset Management, Llc 3.523 -79,66 322 -79,80
2026-02-11 13F Palladiem, Llc 66.021 6.033
2026-02-13 13F State Street Corp 0 -100,00 0 -100,00
2026-04-10 13F Lake Hills Wealth Management, LLC 15.316 -91,11 1.404 -91,09
2026-01-26 13F Lionsbridge Wealth Management LLC 0 -100,00 0
2026-04-10 13F Rede Wealth, LLC 3.498 -0,37 321 0,00
2026-04-16 13F Bricktown Capital, LLC 22.496 0,00 2.062 0,29
2026-04-21 13F SpringVest Wealth Management LLC 3.656 -12,49 335 -12,07
2026-04-17 13F Boston Private Wealth Llc 16.422 -0,41 1.505 -0,13
2026-04-27 13F Revisor Wealth Management LLC 34.946 -25,20 3.202 -25,12
2026-02-13 13F Inspire Advisors, LLC 11.314 1.034
2026-04-08 13F Sax Wealth Advisors, Llc 4.507 -96,30 412 -96,31
2026-04-23 13F Ami Asset Management Corp 0 -100,00 0
2026-02-10 13F Thompson Siegel & Walmsley Llc 3.771 -12,65 0
2026-04-20 13F Columbia Asset Management 2.250 0,00 206 0,49
2026-04-15 13F Journey Strategic Wealth Llc 5.520 -12,48 506 -12,33
2026-02-09 13F LongView Asset Management LLC 32.302 1,38 2.952 0,96
2026-04-20 13F Sowell Financial Services LLC 29.730 24,64 2.724 25,01
2026-04-21 13F Wallace Advisory Group, LLC 81.391 262,69 7.459 263,80
2026-02-05 13F High Note Wealth, LLC 183.952 16,88 16.810 16,41
2026-04-29 13F Penobscot Investment Management Company, Inc. 2.230 204
2026-01-29 13F D.a. Davidson & Co. 392.731 53,10 35.888 52,48
2026-02-05 13F Center for Financial Planning, Inc. 58 -67,96 5 -70,59
2025-11-07 13F TT Capital Management LLC 0 -100,00 0 -100,00
2026-04-29 13F Montag A & Associates Inc 630 58
2026-04-30 13F BRYN MAWR TRUST Co 0 -100,00 0
2026-04-23 13F Bell Bank 368.729 -16,48 33.790 -16,24
2026-02-05 13F Western Wealth Management, LLC 32.462 3,59 2.966 3,17
2026-02-13 13F Apriem Advisors 437.425 6,10 39.972 5,67
2026-02-09 13F Genus Capital Management Inc. 74.555 21,48 6.813 20,99
2026-02-17 13F Strive Financial Group ,LLC 122 11
2026-02-17 13F Mairs & Power Inc 6.438 108,89 588 108,51
2025-11-10 13F Jacobson & Schmitt Advisors, Llc 0 -100,00 0
2026-04-28 13F Bravias Capital Group, LLC 3.776 0,72 346 1,17
2026-02-17 13F Prosperity Consulting Group, LLC 12.206 59,16 1.115 58,61
2026-04-27 13F HB Wealth Management, LLC 13.489 148,60 1.236 149,70
2026-04-20 13F LVW Advisors, LLC 20.730 -28,81 1.900 -28,61
2026-01-21 13F Petra Financial Advisors Inc 15.337 10,59 1.401 10,14
2026-01-26 13F MOKAN Wealth Management Inc. 153.076 10,71 13.988 10,27
2026-01-28 13F Members Wealth Llc 0 -100,00 0
2026-04-27 13F Victory Financial Group, Llc 141.027 5,38 12.924 5,68
2026-04-29 13F Axxcess Wealth Management, Llc 833.469 11,09 76.379 11,41
2026-02-17 13F Dimension Capital Management Llc 470.880 -6,50 43.029 -6,88
2026-01-20 13F RPG Investment Advisory, LLC 11.500 1.051
2026-04-21 13F HCR Wealth Advisors 3.400 -5,21 312 -4,89
2026-02-11 13F TCTC Holdings, LLC 80 0,00 7 0,00
2026-04-24 13F Mills Wealth Advisors LLC 21.192 -5,09 1.942 -4,80
2026-02-12 13F Rossby Financial, LCC 3.312 1,78 303 1,68
2026-04-27 13F Oxbow Advisors, LLC 2.402 220
2026-04-06 13F Rosenberg Matthew Hamilton 38.253 0,60 3.506 0,89
2026-04-17 13F Webster Bank, N. A. 37 0,00 3 0,00
2026-02-11 13F Franklin Resources Inc 100 1,01 9 0,00
2026-04-10 13F Octavia Wealth Advisors, LLC 4.534 0,00 415 0,24
2026-04-27 13F Sharp Financial Services, LLC 10.038 3,06 920 3,26
2026-02-17 13F NorthRock Partners, LLC 236.491 -10,28 21.611 -10,64
2026-02-05 13F AlphaCore Capital LLC 51.021 8,37 4.662 7,94
2026-01-30 13F Citizens Financial Group Inc/ri 215.455 14,98 19.688 14,52
2026-02-13 13F Flow Traders U.s. Llc 10.702 1
2026-04-08 13F Capital Advisors Wealth Management, LLC 3.001 -4,82 275 -4,86
2026-02-13 13F Barclays Plc 7.700 704
2026-02-12 13F Hilton Capital Management, LLC 224.336 238,40 20.500 237,04
2026-02-05 13F Blume Capital Management, Inc. 2.545 -96,27 233 -96,29
2026-04-17 13F United Advisor Group, LLC 16.577 276,32 1.519 277,86
2025-11-14 13F NFP Retirement, Inc. 4.667 0,00 428 0,00
2026-02-06 13F Auxano Advisors, LLC 6.541 36,67 598 35,99
2026-04-16 13F Spartan Planning & Wealth Management 149.192 3.825,07 13.672 3.839,77
2026-02-05 13F Pacitti Group Inc. 174.936 4,22 15.986 3,80
2026-04-28 13F Robertson Stephens Wealth Management, LLC 3.320 -62,29 304 -62,19
2026-03-03 13F NWF Advisory Services Inc. 22.964 1,38 2.098 0,96
2026-04-29 13F Addison Capital Co 11.029 -2,88 1.011 -2,60
2026-04-15 13F ARS Wealth Advisors Group, LLC 4.630 424
2026-02-17 13F Wealth Architects, LLC 6.326 578
2026-04-01 13F Beacon Wealthcare LLC 41.038 54,32 3.761 54,73
2026-02-10 13F Lido Advisors, LLC 48.215 -1,12 4.416 -1,30
2026-04-15 13F Third View Private Wealth, LLC 16.430 16,05 1.506 16,40
2026-04-14 13F Rf&l Wealth Management, Llc 3.245 -1,82 297 -1,66
2026-04-21 13F Financial Architects, LLC 0 -100,00 0
2026-02-12 13F First Financial Bankshares Inc 6.505 17,42 594 16,93
2026-04-07 13F City Center Advisors, LLC 5.261 10,25 482 10,55
2026-02-02 13F Headinvest, Llc 40.981 4,09 3.745 3,65
2026-03-10 13F PeakShares LLC 6.910 631
2026-02-26 13F/A Authentikos Wealth Advisory, LLC 0 -100,00 0
2026-02-17 13F Advisor Group Holdings, Inc. 2.233.352 -7,27 204.122 -7,66
2025-11-06 13F Abich Financial Wealth Management LLC 523.865 460,64 48.065 460,32
2026-02-05 13F Atria Investments Llc 182.110 40,42 16.641 39,86
2026-02-10 13F Pecaut & Co. 36.570 41,26 3.342 40,67
2026-04-23 13F Accurate Wealth Management, LLC 30.167 -12,54 2.760 -12,52
2026-04-22 13F Pinnacle Bancorp, Inc. 1.692 23,87 155 25,00
2026-01-15 13F Allspring Global Investments Holdings, LLC 551 26,67 50 28,21
2025-11-05 13F LFA - Lugano Financial Advisors SA 0 -100,00 0
2026-04-13 13F Creative Financial Designs Inc /adv 10.238 -8,20 938 -7,95
2026-04-10 13F Novem Group 2.792 4,22 256 4,51
2026-02-12 13F Richmond Brothers, Inc. 0 -100,00 0
2026-02-12 13F Colonial Trust Advisors 1.080 13.400,00 99
2026-02-06 13F Van Hulzen Asset Management, LLC 6.468 -31,38 591 -31,60
2026-02-13 13F Night Owl Capital Management, LLC 227.208 21,87 20.762 21,38
2026-02-17 13F Russell Investments Group, Ltd. 3 200,00 0
2026-02-17 13F Regal Investment Advisors LLC 17.421 185,08 1.592 184,11
2026-01-22 13F Bartlett & Co. Wealth Management Llc 68 6
2026-01-30 13F Urban Wealth Management, LLC 0 -100,00 0 -100,00
2026-02-11 13F J.Safra Asset Management Corp 50.309 8,75 4.597 8,32
2026-01-23 13F Lunt Capital Management, Inc. 102.388 -8,14 9.356 -8,51
2026-04-22 13F Hofer & Associates. Inc 194.153 -0,29 17.792 0,00
2026-01-29 13F Comerica Bank 172.467 -2,57 15.760 -2,97
2026-04-07 13F Eastern Bank 16.820 -13,16 1.541 -12,89
2026-04-09 13F Diversified Management Inc 13.195 1.209
2026-04-22 13F Coastal Investment Advisors, Inc. 7.758 3,44 711 3,65
2026-04-28 13F Golden State Equity Partners 14.424 157,30 1.322 158,01
2026-04-23 13F Harbor Investment Advisory, Llc 97.151 -0,05 8.903 0,23
2026-02-17 13F Cresset Asset Management, LLC 285.475 7,50 26.087 7,06
2026-04-10 13F GEM Asset Management, LLC 4.000 14,29 367 14,38
2026-02-12 13F Brown Brothers Harriman & Co 783 3.459,09 72 3.450,00
2026-04-10 13F Briaud Financial Planning, Inc 8.796 43,35 806 43,93
2026-04-14 13F BayBridge Capital Group, LLC 20.612 0,00 1.884 0,00
2026-02-23 13F Kera Capital Partners, Inc. 0 -100,00 0
2026-04-28 13F Flagship Harbor Advisors, Llc 101.867 -27,22 9.335 -27,01
2026-02-10 13F Soundwatch Capital LLC 2.470 0,57 226 0,00
2026-04-15 13F Wealthcare Capital Partners, LLC 5.840 2,85 535 3,28
2026-02-12 13F Rik Saylor Financial, Inc. 84.279 -0,99 7.701 -1,38
2026-04-21 13F Merkkuri Wealth Advisors LLC 142 13
2026-04-20 13F Fiduciary Alliance LLC 161.212 0,76 14.753 0,90
2026-02-10 13F Envestnet Asset Management Inc 3.061.074 -32,76 279.721 -33,03
2026-02-11 13F Deutsche Bank Ag\ 32.015 -4,87 2.926 -5,25
2026-02-12 13F Portland Investment Counsel Inc. 29.821 -6,29 2.725 142,22
2026-04-29 13F Presper Financial Architects, LLC 8.782 0,30 805 0,50
2026-01-21 13F Crews Bank & Trust 23 0,00 2 0,00
2026-04-24 13F Root Financial Partners, LLC 11 -98,66 1 -98,67
2026-01-30 13F Smart Money Group LLC 87.670 -8,21 8.011 -8,58
2026-01-28 13F N.E.W. Advisory Services LLC 917 11,15 84 10,67
2026-04-22 13F Janney Montgomery Scott LLC 586.118 210,61 54 211,76
2026-01-22 13F Richardson Financial Services Inc. 0 -100,00 0
2026-02-13 13F Retirement Capital Strategies 12.681 4,58 1.159 4,14
2026-02-11 13F Miller Investment Management, LP 7.179 -17,28 656 -17,59
2026-02-17 13F Redwood Park Advisors LLC 4.970 -24,72 454 -24,96
2026-02-12 13F Alps Advisors Inc 4.690 -91,35 429 -91,39
2026-02-13 13F Colony Group, LLC 490.507 142,34 44.823 141,37
2026-04-16 13F Uhlmann Price Securities, Llc 4.011 367
2026-02-12 13F Marex Group plc 284.434 7.295,58 25.992 7.283,81
2026-02-13 13F A4 Wealth Advisors LLC 5.573 -3,51 509 -3,78
2026-02-17 13F Millennium Management Llc 8.522 779
2026-02-13 13F Visionary Wealth Advisors 4.897 -23,97 448 -24,24
2026-02-13 13F Transamerica Financial Advisors, Inc. 19 2
2025-11-05 13F Ironwood Investment Counsel, LLC 0 -100,00 0
2026-02-09 13F Valued Retirements, Inc. 2.200 0,00 201 0,00
2026-02-17 13F Agf Management Ltd 1.428.135 -11,49 130.503 -11,85
2026-02-17 13F Redwood Investment Management, Llc 4.801 1,39 0
2026-04-17 13F Andina Capital Management, LLC 11.144 -54,51 1.021 -54,38
2026-04-16 13F Evexia Wealth Llc 46.581 15,73 4.262 15,73
2026-01-27 13F PFG Advisors 114.810 5,12 10.491 4,69
2026-04-20 13F SILVER OAK SECURITIES, Inc 124.432 16,59 11.403 16,93
2026-02-10 13F Jordan Park Group LLC 46.880 86,06 4.284 -6,83
2026-02-09 13F Valence8 US LP 834.451 99,99 76.252 99,18
2026-02-09 13F Ceera Investments, Llc 7.340 -8,01 671 -8,47
2026-04-21 13F Unique Wealth, Llc 13.687 -11,35 1.254 -11,06
2026-04-22 13F Onyx Bridge Wealth Group LLC 14.664 416,88 1.344 418,53
2026-02-17 13F Pennington Partners & Co., Llc 6.731 615
2026-02-09 13F Roundview Capital LLC 201.209 5,27 18.386 4,84
2026-01-12 13F National Wealth Management Group, LLC 15.877 20,57 1.451 20,03
2026-02-09 13F New Age Alpha Advisors, LLC 191.400 17.490
2026-04-28 13F Novus Advisors, Llc 2.662 244
2026-02-04 13F Nwam Llc 23.749 10,09 2.175 10,07
2026-02-09 13F Malaga Cove Capital, LLC 94.483 -24,51 8.634 -24,81
2026-02-17 13F Covington Investment Advisors Inc. 0 -100,00 0
2026-04-23 13F Oppenheimer & Co Inc 536.020 16,34 49.121 16,67
2026-04-17 13F Legacy Wealth Partners, LLC 3.760 345
2026-04-27 13F Iron Financial, LLC 0 -100,00 0
2026-02-10 13F Advisor Resource Council 4.428 405
2026-02-17 13F Equitable Holdings, Inc. 359.743 -7,66 32.873 -8,03
2026-01-29 13F Calamos Wealth Management LLC 171.583 13,47 15.679 13,01
2026-02-11 13F Mattson Financial Services, LLC 25.064 22,39 2.290 21,94
2026-02-20 13F SB Capital Management Inc 13.691 1.251
2026-01-16 13F Trust Co Of Vermont 11 1
2026-01-27 13F Clark Asset Management, LLC 0 -100,00 0
2026-01-28 13F Chicago Partners Investment Group LLC 8.823 -6,82 808 -6,91
2026-04-01 13F Vigilare Wealth Management 263.761 2.186,61 24.171 2.193,26
2026-04-30 13F Pearl Planning LLC 33.709 -2,47 3.089 -2,18
2026-02-17 13F Two Sigma Securities, Llc 78.386 772,60 7.163 769,17
2026-02-10 13F Tidemark, LLC 13.020 7,74 1.190 7,31
2026-02-04 13F Rinkey Investments 0 -100,00 0
2026-02-13 13F Motiv8 Investments LLC 0 -100,00 0 -100,00
2026-02-04 13F First Eagle Investment Management, LLC 712.283 77,75 65.088 77,04
2026-02-12 13F Sandhill Capital Partners LLC 990.791 6,54 90.538 6,11
2026-02-17 13F Hilltop Holdings Inc. 74.009 68,92 6.763 68,25
2026-02-18 13F/A Empowered Funds, LLC 155.033 970,45 14.167 969,94
2026-01-23 13F Westside Investment Management, Inc. 38 0,00 3 0,00
2026-02-09 13F Diversified Portfolios, Inc. 21.769 -47,72 1.989 -47,93
2026-02-11 13F Cerity Partners LLC 108.587 207,09 9.923 205,86
2026-04-13 13F Mather Group, Llc. 273 25
2026-02-03 13F Channel Wealth Llc 36.791 -13,03 3.362 -13,40
2026-02-05 13F Stonebridge Financial Planning Group, LLC 2.451 -34,17 224 -34,60
2026-02-17 13F Second Line Capital, LLC 2.810 -1,68 257 -2,29
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 4.164 239,92 382 243,24
2026-04-23 13F Intrua Financial, LLC 10.776 195,31 988 196,40
2026-04-22 13F Jim Saulnier & Associates, Llc 37.139 -13,36 3.403 -13,10
2026-02-05 13F Sound Portfolio Advisors, LLC 239.342 21.871
2026-02-06 13F Pnc Financial Services Group, Inc. 2.800 9,16 256 8,51
2026-04-08 13F Lpwm Llc 31.727 -2,32 2.907 -2,06
2026-02-13 13F Brasada Capital Management, Lp 316.769 -6,75 28.959 -6,79
2026-04-10 13F PFW Advisors LLC 10.408 266,35 954 267,95
2026-02-11 13F Townsquare Capital Llc 33.022 3.018
2026-02-09 13F CBIZ Investment Advisory Services, LLC 599 0,34 55 0,00
2025-11-14 13F Prudential Plc 0 -100,00 0 -100,00
2026-01-15 13F Lodestone Wealth Management LLC 2.933 -16,20 268 -16,82
2026-01-22 13F Treasure Coast Financial Planning 138.527 7,42 12.662 7,02
2026-02-13 13F Parkside Financial Bank & Trust 28.539 -1,53 2.608 -1,96
2026-02-17 13F/A Kovack Advisors, Inc. 47.080 1.027,66 4.302 1.023,24
2026-04-30 13F LRI Investments, LLC 22 -87,50 2 -87,50
2026-01-28 13F SP Asset Management LLC 61.729 23,60 5.641 23,09
2026-02-02 13F Alliance Wealth Advisors, LLC /UT 190.738 -9,85 17.430 -10,22
2026-04-27 13F PFG Investments, LLC 133.734 19,74 12.255 20,09
2026-02-18 13F/A Virtue Capital Management, LLC 190.602 22.947,40 17.425 4.234,33
2026-04-21 13F Creekside Partners 8.216 2,73 753 3,01
2026-04-28 13F Hoey Investments, Inc 0 -100,00 0
2025-12-16 13F Keel Point, LLC 0 -100,00 0 -100,00
2026-02-10 13F Sfmg, Llc 9.064 -11,39 828 -11,73
2026-02-12 13F Fortress Private Ledger, Llc 16.780 30,85 1.533 30,36
2026-01-21 13F Newbridge Financial Services Group, Inc. 76 0,00 7 0,00
2026-01-26 13F Valmark Advisers, Inc. 3.353 -5,01 306 -5,26
2026-02-09 13F Harbour Investments, Inc. 32.730 -17,59 2.991 -17,95
2026-02-10 13F Foundations Investment Advisors, LLC 912.502 -47,63 83.384 -47,84
2026-02-11 13F Capital Research Global Investors 49.385 11,69 4.512 11,24
2026-04-10 13F Client First Investment Management LLC 6.535 -8,82 599 -8,56
2026-04-28 13F Integrated Advisors Network LLC 569.175 89,90 52.159 90,44
2026-02-12 13F Thor Trading Advisors, Llc 24.967 2.281
2026-04-28 13F MBL Wealth, LLC 1.318.642 20,09 120.840 20,43
2026-02-17 13F Cape Investment Advisory, Inc. 4.332 951,46 396 967,57
2025-11-13 13F BancorpSouth Bank 0 -100,00 0 -100,00
2026-04-29 13F TriaGen Wealth Management LLC 35.700 557,94 3.272 560,81
2026-04-15 13F Norden Group Llc 203.914 18,34 18.687 18,68
2026-04-28 13F Bogart Wealth, LLC 5.270 52,53 483 53,02
2026-02-17 13F Strategic Investment Advisors / MI 292.069 14.091,89 26.688 36,33
2026-04-22 13F SFG Wealth Management, LLC. 4.570 -2,10 419 -1,88
2026-02-11 13F M Holdings Securities, Inc. 91.226 12,17 8 -99,89
2026-02-13 13F Centerpoint Advisors, LLC 0 -100,00 0
2026-02-12 13F Stelac Advisory Services LLC 0 -100,00 0 -100,00
2026-01-26 13F Reyes Financial Architecture, Inc. 70.505 -16,71 6.443 -17,06
2026-04-10 13F Naviter Wealth, LLC 14.981 -14,08 1.373 -13,87
2026-04-30 13F North Capital, Inc. 370.284 4,08 33.933 4,37
2026-02-17 13F Teucrium Investment Advisors, LLC 102.158 9.335
2025-11-14 13F Strategic Wealth Partners, Ltd. 43.968 -76,68 4.034 -76,68
2026-02-13 13F Fayez Sarofim & Co 2.200 -16,51 201 -16,60
2026-01-15 13F Private Advisory Group LLC 41.350 3.779
2026-04-30 13F WealthCare Asset Management, LLC 0 -100,00 0
2026-02-13 13F Integrity Investment Advisors, LLC 0 -100,00 0
2026-04-14 13F Sanchez Gaunt Capital Management, LLC 56.445 5.173
2026-04-20 13F Godsey & Gibb Associates 130 -67,09 12 -69,44
2026-04-22 13F Larry Mathis Financial Planning, LLC 62.490 680,93 5.727 683,31
2026-01-12 13F Robinson Value Management, Ltd. 0 -100,00 0
2026-02-09 13F HBK Sorce Advisory LLC 4.890 -15,12 447 -15,18
2026-01-23 13F Ogorek Anthony Joseph /ny/ /adv 1.080 10,66 0
2026-02-17 13F Scarborough Advisors, LLC 24.380 225,54 2.228 224,16
2026-04-16 13F Everstar Asset Management, LLC 143.994 17,44 13.196 17,77
2026-04-06 13F Versant Capital Management, Inc 1.036 735,48 95 754,55
2026-02-13 13F Destination Wealth Management 3.710 0,00 339 -0,29
2026-02-13 13F Generation Capital Management LLC 6.481 -0,31 592 -0,67
2026-04-07 13F Deane Retirement Strategies, Inc. 1.464 121,15 134 123,33
2026-02-11 13F Jpmorgan Chase & Co 110.639 -45,04 10.110 -45,26
2026-04-30 13F ATX Financial Planning, LLC 0 -100,00 0
2026-01-09 13F Dynamic Advisor Solutions LLC 0 -100,00 0 -100,00
2025-11-13 13F Teca Partners, LP 0 -100,00 0 -100,00
2026-04-24 13F National Asset Management, Inc. 97.196 -76,30 8.907 -76,23
2025-11-04 13F L.m. Kohn & Company 4.995 -88,16 458 -88,16
2026-01-15 13F Saxony Capital Management, LLC 0 -100,00 0
2026-02-10 13F/A Northwestern Mutual Wealth Management Co 1.056.438 2,74 96.537 2,33
2026-04-24 13F Black Swift Group, LLC 20.680 8,22 1.895 -0,58
2026-01-15 13F Hara Capital LLC 16.814 16,87 1.536 16,36
2025-11-12 13F Bellwether Advisors, LLC 0 -100,00 0
2026-02-05 13F Wealth Advisors of Iowa, LLC 29.159 174,13 2.665 173,23
2026-02-17 13F VestGen Advisors, LLC 119.622 2.763,14 10.931 2.754,05
2026-01-22 13F Brookwood Investment Group LLC 20.503 11,06 1.874 10,63
2026-04-07 13F GK Wealth Management LLC 0 -100,00 0
2026-04-16 13F Capstone Wealth Management Group LLC 93.085 -1,08 8.530 -0,79
2026-01-27 13F Evergreen Capital Management Llc 3.907 1,77 357 1,42
2026-02-17 13F Hanover Advisors Inc 109.520 -24,79 10.008 -25,10
2026-02-10 13F One Capital Management, LLC 354.636 23,75 32.407 23,25
2026-04-17 13F Hamilton Capital Partners, Llc 506.719 612,95 46.436 615,04
2026-04-10 13F Intellectus Partners, LLC 12.007 1.100
2026-02-09 13F Integrity Advisory Solutions, LLC 29.789 55,65 2.722 55,10
2026-02-13 13F Atlas Capital Advisors Llc 71.678 15,88 6.550 15,42
2026-04-07 13F Stonekeep Investments, LLC 5.350 -4,86 490
2026-02-02 13F Cornerstone Planning Group LLC 36 3
2026-04-13 13F Cyndeo Wealth Partners, LLC 19.597 44,58 1.796 44,99
2026-02-04 13F MONECO Advisors, LLC 58.587 10,52 5.354 10,08
2026-04-21 13F Gilpin Wealth Management, Llc 21.022 -11,95 1.926 -11,69
2026-02-11 13F Janney Capital Management LLC 11.206 41,29 1
2026-02-17 13F Prelude Capital Management, Llc 48.790 40,97 4.458 40,41
2026-04-21 13F Claro Advisors LLC 11.011 -3,03 1.009 -2,70
2026-02-11 13F IMA Wealth, Inc. 46.150 -10,65 4.217 -11,00
2026-03-31 13F Sankala Group LLC 1.490 -0,40 137 -0,73
2026-01-29 13F UBS Group AG 8.197.313 3,38 749.070 2,96
2026-04-27 13F Latitude Advisors, LLC 11.292 387,35 1.035 390,05
2025-11-04 13F Oak Harbor Wealth Partners, Llc 0 -100,00 0 -100,00
2026-02-13 13F Silicon Valley Capital Partners 30.861 -2,61 2.820 -2,99
2026-01-21 13F Leading Edge Financial Planning LLC 12.044 -53,46 1.101 -53,66
2026-04-17 13F RFG Advisory, LLC 378.993 -3,08 34.731 -2,80
2026-04-09 13F Freestate Advisors LLC 42.205 -11,22 3.868 -10,98
2026-04-23 13F Lakewood Asset Management LLC 33.374 -9,43 3.058 -9,18
2025-11-04 13F United Community Bank 0 -100,00 0 -100,00
2026-02-04 13F Bailard, Inc. 64.023 41,09 5.850 40,52
2026-01-29 13F Ashton Thomas Private Wealth, LLC 1.997.439 0,61 182.526 0,20
2026-04-24 13F American Institute for Advanced Investment Management, LLP 26.670 72,39 2.444 72,97
2026-04-27 13F 4wealth Advisors, Inc. 43.062 529,93 3.946 532,37
2026-02-17 13F Pinnacle Financial Partners, Inc. 100.095 9.152
2025-11-13 13F Summit X, LLC 0 -100,00 0
2025-12-09 13F Painted Porch Advisors LLC 0 -100,00 0
2026-02-10 13F Elm Partners Management LLC 6.683 -4,42 611 -4,84
2026-04-10 13F Lifestyle Asset Management, Inc. 141.794 12.994
2026-01-05 13F Coastline Trust Co 0 -100,00 0
2026-02-18 13F CacheTech Inc. 36.744 -10,59 3.358 -10,95
2026-04-21 13F Mesirow Financial Investment Management, Inc. 3.415 -0,15 313 0,00
2026-04-08 13F Graves-Light Private Wealth Management, Inc. 79.593 -7,34 7.294 -7,08
2026-04-08 13F Pioneer Wealth Management Group 44.426 13,49 4.071 13,81
2026-04-20 13F Apella Capital, LLC 204.519 18.724
2026-02-10 13F Godfrey Financial Associates, Inc. 150 14
2026-02-06 13F Transce3nd, LLC 1.010 -30,82 93 -30,83
2026-04-21 13F Old National Bancorp /in/ 2.187 -7,68 200 -7,41
2026-04-22 13F Aspire Capital Advisors LLC 2.894 265
2026-01-21 13F Prime Capital Investment Advisors, LLC 41.902 2,69 3.829 2,30
2025-11-13 13F Riggs Asset Managment Co. Inc. 0 -100,00 0 -100,00
2026-02-05 13F IMG Wealth Management, Inc. 75 1,35 7 0,00
2026-04-27 13F Portland Financial Advisors Inc 2.977 0,00 273 0,00
2026-04-30 13F Verdence Capital Advisors LLC 587.776 3,44 53.864 3,73
2026-01-30 13F Caldwell Securities, Inc 252 0,00 23 0,00
2026-04-20 13F Parkway Wealth Management Group, LLC 21.933 7,34 2.006 7,45
2026-02-17 13F Vista Investment Management 41.892 -31,47 3.828 -31,74
2026-04-16 13F Brookstone Capital Management 725.320 84,61 66.468 85,14
2026-04-20 13F Boston Standard Wealth Management, LLC 100.608 9.195
2026-04-27 13F Transcendent Capital Group LLC 4.406 -3,04 404 -2,89
2026-04-21 13F Berkshire Money Management, Inc. 253.667 0,94 23.246 1,23
2026-04-30 13F Mmbg Investment Advisors Co. 6.343 0,00 581 0,35
2026-02-04 13F 49 Wealth Management, Llc 39.397 -17,99 3.600 -18,31
2026-02-09 13F Leavell Investment Management, Inc. 6.351 -1,06 580 -1,36
2026-04-27 13F Baer Investment Advisory LLC 141.027 12.924
2026-02-13 13F Spg Advisors Llc 3.916 3,87 358 3,48
2026-02-10 13F Natixis Advisors, L.p. 395.362 5,51 36 5,88
2026-04-21 13F J2 Capital Management Inc 188.322 31,84 17.258 32,22
2026-04-28 13F Altfest L J & Co Inc 25.943 -83,72 2.377 -83,68
2026-04-29 13F Flatrock Wealth Partners LLC 96.817 8.872
2026-02-09 13F Huntington National Bank 67 -65,28
2026-02-17 13F Rakuten Investment Management, Inc. 0 -100,00 0
2026-04-29 13F Journey Retirement Planning & Investment Management Llc 133.764 12.224
2025-11-12 13F Park Square Financial Group, LLC 0 -100,00 0 -100,00
2026-04-30 13F Texas Bank & Trust Co 4.000 367
2026-02-17 13F Matrix Private Capital Group Llc 2.210 202
2026-02-17 13F Imprint Wealth LLC 153 -68,39 14 -70,45
2026-04-15 13F Parsons Capital Management Inc/ri 2.555 234
2026-01-23 13F Rsm Us Wealth Management Llc 46.091 -20,18 4.211 -20,50
2026-01-29 13F Rareview Capital LLC 0 -100,00 0
2026-04-30 13F Money Concepts Capital Corp 28.241 -8,26 2.588 -7,97
2026-04-14 13F Wealthcare Advisory Partners LLC 45.281 -18,29 4.150 -18,07
2026-02-17 13F Colter Lewis Investment Partners LLC 2.435 223
2026-01-21 13F Culbertson A N & Co Inc 37.057 56,03 3.386 55,39
2026-04-09 13F Mfg Wealth Management, Inc. 5.442 -10,32 499 -10,11
2026-01-15 13F J. Safra Sarasin Holding AG 15.000 0,00 1.371 -0,44
2026-04-24 13F Private Advisor Group, LLC 886.723 4,25 81.259 4,54
2026-02-06 13F Aviance Capital Partners, LLC 44.176 -13,44 4.037 -13,80
2026-01-20 13F Sovran Advisors, LLC 58.754 -12,56 5.376 -12,78
2026-04-20 13F Axecap Investments, LLC 0 -100,00 0
2026-04-16 13F Waystone Advisors Llc 4.935 452
2026-04-23 13F Cornerstone Wealth Management, LLC 11.244 -3,78 1.030 -3,47
2026-04-27 13F Td Private Client Wealth Llc 72.150 73,96 6.612 74,48
2026-04-28 13F Bfsg, Llc 16 -42,86 1 -50,00
2026-02-12 13F RMR Capital Management, LLC 0 -100,00 0
2026-04-29 13F Sunrise Financial Services, LLC 21 0,00 2 0,00
2026-02-17 13F Family Management Corp 170.689 503,46 15.598 501,04
2025-11-18 13F Apexium Financial, Lp 3.601 6,51 330 6,45
2026-04-23 13F Brown Miller Wealth Management, LLC 15.382 228,82 1.410 229,98
2026-04-24 13F Bayban 44 -76,84 4 -76,47
2026-01-09 13F Carr Financial Group Corp 18.485 -65,10 1.689 -65,24
2026-02-02 13F Mutual Advisors, LLC 380.353 -14,74 34.757 -15,01
2026-04-24 13F EJMK Ventures LLC 0 -100,00 0
2026-04-20 13F Aegis Wealth Management, Inc. 127.833 11.715
2025-11-20 13F First Affirmative Financial Network 2.485 228
2026-02-13 13F PYA Waltman Capital, LLC 5.565 0,29 509 -0,20
2026-02-12 13F Federation des caisses Desjardins du Quebec 64.950 -78,84 5.935 -78,93
2026-02-12 13F Triumph Capital Management 3.580 -43,41 327 -43,62
2026-04-08 13F Tlwm 26.770 -33,64 2.453 -33,45
2026-04-14 13F American State Bank (Iowa) 0 -100,00 0
2026-04-21 13F Strategic Equity Management 39.081 3.581
2026-02-03 13F Legacy Wealth Managment, LLC/ID 59.637 -21,28 5.450 -21,60
2026-04-24 13F Medallion Wealth Advisors, LLC 3.888 -38,37 356 -38,19
2026-03-25 13F/A Lifetime Wealth Management P.C. 111.502 10.189
2026-02-02 13F Fifth Third Bancorp 1.272 136,43 116 136,73
2025-11-10 13F IFS Group,LLC 2.523 231
2025-11-13 13F Bokf, Na 0 -100,00 0
2026-04-27 13F Syntegra Private Wealth Group, LLC 4.435 -2,08 406 -1,69
2026-02-10 13F Waterloo Capital, L.P. 7.539 -8,42 689 -8,87
2026-04-21 13F Sequent Planning LLC 14.432 5,97 1.323 6,27
2026-02-13 13F Bank Of Nova Scotia 12.894 -89,65 1.178 -89,69
2026-02-12 13F Hibernia Wealth Partners, LLC 518.073 93,58 47.341 92,81
2026-02-13 13F Baird Financial Group, Inc. 683.314 3,29 62.441 2,87
2026-04-16 13F Thompson Davis & Co., Inc. 18.650 9,38 1.709 9,69
2026-02-12 13F Woodley Farra Manion Portfolio Management Inc 93.781 70,62 8.570 69,92
2026-01-14 13F ORG Partners LLC 8.720 -22,38 797 -22,72
2026-02-10 13F Transatlantique Private Wealth Llc 5.443 0,00 497 -0,40
2026-04-17 13F AdvisorNet Financial, Inc 78.812 11,23 7.222 11,55
2026-04-20 13F BTC Capital Management, Inc. 85.817 193,37 7.863 193,83
2026-04-21 13F Laurel Oak Wealth Management, Llc 2.212 203
2026-02-17 13F Amussen Hunsaker Associates Llc 0 -100,00 0
2026-04-20 13F Cottage Street Advisors LLC 0 -100,00 0
2026-04-14 13F Lockerman Financial Group, Inc. 2.216 203
2026-04-07 13F Cooper Financial Group 2.289 0,39 210 0,48
2026-04-28 13F Tide Cove Capital Partners LLC 6.786 1,62 622 1,80
2026-04-29 13F OneAscent Investment Solutions LLC 4.195 -10,27 384 -10,07
2026-02-10 13F Constant Guidance Financial LLC 0 -100,00 0
2026-02-13 13F B & T Capital Management DBA Alpha Capital Management 160.294 -41,63 14.648 -41,86
2026-02-06 13F Motco 0 -100,00 0
2026-02-09 13F Kingsview Wealth Management, LLC 264.593 -7,93 24.178 -8,31
2026-02-17 13F Ameriflex Group, Inc. 383 -50,00 35 -51,43
2026-02-09 13F Choate Investment Advisors 17.531 -16,60 1.602 -16,96
2026-04-29 13F Strategic Blueprint, LLC 47.070 6,52 4.313 6,84
2026-04-29 13F Cary Street Partner Investment Advisory Llc 7.702 -66,01 706 -65,94
2026-04-14 13F Spence Asset Management 525 72,13 0
2026-02-12 13F Moneta Group Investment Advisors Llc 1.554.738 53,57 142.072 52,95
2026-04-15 13F Verum Partners LLC 10.705 -25,61 981 -25,40
2026-02-11 13F Montis Financial, LLC 169.300 516,20 15.471 513,89
2026-02-13 13F Change Path, LLC 84.225 140,09 7.696 139,15
2026-02-03 13F Ballast Advisors Llc 0 -100,00 0
2026-02-13 13F Morgan Dempsey Capital Management Llc 57.512 -4,70 5.255 -5,09
2025-11-03 13F Annis Gardner Whiting Capital Advisors, LLC 0 -100,00 0
2026-02-05 13F Berkeley Capital Partners, LLC 2.442 223
2026-04-10 13F Perigon Wealth Management, LLC 696.077 5,84 63.788 6,14
2026-01-20 13F Austin Private Wealth, LLC 0 -100,00 0
2026-04-28 13F McGuire Investment Group, LLC 489.496 12,20 44.857 12,53
2026-01-29 13F Argyle Capital Management Inc. 0 -100,00 0 -100,00
2026-04-09 13F Tompkins Financial Corp 106.628 1,69 9.771 1,98
2026-04-08 13F JGP Wealth Management, LLC 26.357 -49,49 2.415 -49,34
2026-04-16 13F Sentinel Pension Advisors Inc 8.965 -18,05 822 -17,82
2026-04-21 13F BCS Private Wealth Management, Inc. 5.250 0,00 481 0,42
2026-04-13 13F Fiduciary Financial Group, Llc 71.197 -11,65 6.524 -11,41
2026-01-23 13F Assetmark, Inc 1.460.447 19,12 133.456 18,64
2026-02-17 13F Consultiva Wealth Management, Corp. 1.287 0,00 118 -0,85
2026-04-23 13F/A Private Wealth Group, LLC 16.314 -9,01 1.495 -8,73
2026-04-28 13F Nbt Bank N A /ny 1.970 -21,70 181 -21,40
2026-02-06 13F Rps Advisory Solutions Llc 37.717 -71,09 3.447 -71,21
2026-01-29 13F McGowan Group Asset Management, Inc. 11.247 -14,11 1.028 -14,49
2026-02-12 13F Scotia Capital Inc. 396.674 -17,22 36.248 -17,55
2026-02-09 13F Wellington Shields & Co., LLC 99 0,00 9 0,00
2026-02-04 13F Frontier Asset Management, LLC 2.534 231
2026-04-13 13F Scharf Investments, Llc 648.714 29.440,71 59.449 29.624,00
2026-04-17 13F Phil A. Younker & Associates, Ltd. 7.672 -61,30 703 -61,18
2026-02-09 13F 44 Wealth Management Llc 19.679 1,27 1.798 0,90
2026-04-24 13F Ndwm Llc 47.203 -43,54 4.326 -43,38
2026-02-09 13F Global Assets Advisory, LLC 12.493 -5,66 1.142 -6,09
2026-04-28 13F Pennsylvania Capital Management Inc /adv 8.665 794
2026-04-06 13F Private Client Services, Llc 33.142 -11,77 3.037 -11,51
2026-04-08 13F Eagle Rock Investment Company, Llc 136.165 4,81 12.478 5,11
2026-04-15 13F Merit Financial Group, LLC 517.551 60,37 47.428 60,83
2026-02-10 13F Oxford Wealth Group, LLC 7.784 -69,88 711 -69,90
2026-02-17 13F Wealth Watch Advisors, INC 422 -98,78 39 -98,80
2026-04-17 13F Provident Wealth Management, LLC 247 11,26 23 10,00
2026-04-15 13F Alhambra Investment Partners LLC 9.285 2,19 851 2,41
2026-04-16 13F Tactive Advisors, LLC 14.625 -54,63 1.340 -54,50
2026-04-14 13F Focus Financial Network, Inc. 35.502 -27,15 3.253 -26,93
2026-04-15 13F Roan Capital Partners 43.019 3.942
2026-04-20 13F Ritholtz Wealth Management 830.484 2.553,90 76.106 2.561,94
2026-04-21 13F Hudson Oak Wealth Advisory LLC 32.197 -0,37 2.951 -0,10
2026-04-27 13F Tsfg, Llc 11.068 49,71 1
2026-02-17 13F Prostatis Group LLC 54.763 93,01 5.004 92,24
2026-04-30 13F Private Trust Co Na 48.145 12,18 4.412 12,50
2026-03-17 13F Cornerstone Planning, LLC 24.144 34,39 2.142 30,45
2026-04-23 13F OakTrust Wealth Advisors, LLC 39.992 2,50 3.665 2,78
2026-01-28 13F Salomon & Ludwin, LLC 531.118 1,68 48.534 1,56
2026-04-17 13F Vermillion Wealth Management, Inc. 117 -42,08 11 -44,44
2026-01-16 13F Beaumont Financial Advisors, LLC 227.016 18,08 20.745 17,60
2026-02-11 13F Gateway Wealth Partners, LLC 113.927 -1,66 10.411 -2,06
2026-04-20 13F City State Bank 107 723,08 10 800,00
2026-02-09 13F King Luther Capital Management Corp 1.327 -0,75
2026-02-02 13F Souders Financial Advisors 15.105 2,10 1.380 1,69
2026-04-30 13F Beacon Financial Group 249.666 -5,13 22.879 -4,86
2026-02-10 13F Exit Wealth Advisors, LLC. 132.744 79,91 12.130 79,20
2026-02-13 13F Glen Eagle Advisors, LLC 150 0,00 14 0,00
2026-02-14 13F Pointe Capital Management LLC 9.408 6,82 860 6,31
2026-02-18 13F EP Wealth Advisors, Inc. 520.940 13,02 47.603 12,59
2026-02-06 13F Intellus Advisors LLC 5.215 -6,31 477 -6,67
2026-01-26 13F Cwm, Llc 2.471.078 -13,11 226 -13,46
2026-02-12 13F Sepio Capital, LP 2.197 -32,13 201 -32,66
2026-04-30 13F Roman Butler Fullerton & Co 9.307 12,34 851 12,27
2026-04-22 13F Sykon Capital Llc 288.427 5.185,45 26.431 5.207,43
2026-04-27 13F Beacon Financial Advisory LLC 2.508 230
2026-02-11 13F Wellspring Financial Advisors, LLC 29.252 2.673
2026-04-27 13F Nvwm, Llc 4.660 -29,03 427 -28,83
2026-01-30 13F Reicon Wealth Advisors, Llc 5.244 479
2026-02-04 13F One Day In July LLC 90.187 -29,18 8.241 -29,47
2026-02-10 13F Florida Financial Advisors, Llc 7.367 19,96 673 19,54
2026-02-17 13F Blueprint Investment Partners LLC 27.028 50,23 2.470 49,64
2026-02-12 13F Empower Advisory Group, LLC 50.709 14,99 4.634 14,51
2026-02-10 13F Fielder Capital Group LLC 3.161 40,80 289 40,49
2026-02-02 13F Long Run Wealth Advisors, LLC 67.854 -2,14 6.200 -2,53
2026-02-12 13F Hardworking Capital Advisors, LLC 31.791 2.905
2026-03-13 13F Fund Advisors of America Inc/FL 8.094 740
2026-02-18 13F GWM Advisors LLC 0 -100,00 0
2026-04-21 13F Pacific Park Financial, Inc. 15.442 18,18 1.415 18,51
2026-02-13 13F Sofos Investments, Inc. 293 -2,01 27 -3,70
2026-04-16 13F Beese Fulmer Investment Management, Inc. 16.295 -0,15 1.493 0,13
2026-04-21 13F Welch Group, LLC 11.877 3,03 1.088 3,32
2026-04-29 13F BEAM Asset Management, LLC 84.259 -24,13 7.722 -23,92
2026-02-10 13F Main Management LLC 3.198 -3,27 0
2026-02-17 13F GeoWealth Management, LLC 7.482 -55,60 684 -55,82
2026-04-23 13F RIA Advisory Group LLC 79.201 -61,42 7.258 -61,31
2026-02-17 13F Permanens Capital L.P. 664.112 50,37 60.687 49,77
2026-04-13 13F Lake Street Financial Llc 2.287 0,57 210 0,97
2026-04-13 13F Bourgeon Capital Management Llc 6.472 23,79 593 24,32
2026-01-27 13F Summit Financial Strategies, Inc. 3.874 0,00 354 -0,28
2026-02-12 13F Richard W. Paul & Associates, LLC 11.577 -77,68 1.058 -77,79
2026-04-23 13F Chicago Capital, LLC 2.577 -34,38 236 -34,08
2026-04-20 13F Global Financial Private Client, LLC 2.325 213
2026-04-21 13F Wedbush Securities Inc 50.997 9,86 5 0,00
2026-02-05 13F Bessemer Group Inc 200 -75,46 0
2026-02-17 13F Zacks Investment Management 197.615 -0,65 18.058 -1,04
2026-02-17 13F Running Point Capital Advisors, LLC 422.689 -25,25 38.625 -25,55
2026-04-27 13F Financial Planning Fort Collins, LLC 21.151 -1,31 1.938 -1,07
2026-02-02 13F Horizon Investments, LLC 69.140 3,64 6.318 3,91
2026-01-07 13F Procyon Private Wealth Partners, LLC 77.043 106,69 7.040 105,91
2026-02-09 13F GatePass Capital, LLC 20.500 -12,11 1.873 -12,48
2026-04-27 13F DSG Capital Advisors, LLC 4.785 0,00 438 0,23
2026-04-15 13F PW Nova Financial Services LLC 5.415
2026-04-29 13F/A Farmers & Merchants Trust Co of Chambersburg PA 92.428 8,44 8 14,29
2026-02-03 13F Diversify Wealth Management, Llc 59.505 22,84 5.444 22,89
2026-02-03 13F Buck Wealth Strategies, LLC 2.237 -17,39 204 -17,74
2026-04-28 13F Q3 Asset Management 4.732 0
2026-01-30 13F/A M&t Bank Corp 4.779 -17,91 437 -18,35
2026-01-13 13F Signature Securities Group Corporation 0 -100,00 0
2026-01-05 13F Noble Wealth Management PBC 0 0
2026-04-30 13F Forza Wealth Management, LLC 64.643 -1,73 5.924 -1,45
2026-04-06 13F Washington Trust Advisors, Inc. 1.337 0,00 123 0,00
2026-04-30 13F SkyOak Wealth, LLC 20.309 -31,39 1.861 -31,20
2026-01-30 13F Carrera Capital Advisors 314.703 -5,41 28.758 -5,79
2026-02-04 13F WealthTrust Asset Management, LLC 70.767 2,96 6.467 2,54
2026-04-10 13F Matrix Trust Co 90.464 104,69 8 100,00
2026-04-27 13F Pensionmark Financial Group, Llc 68.276 410,74 6.257 412,37
2026-02-06 13F Rockport Wealth LLC 13.387 0,00 1.223 -0,41
2026-02-02 13F Vantage Point Financial LLC 4.344 -10,30 397 -10,81
2026-02-13 13F Fort Point Capital Partners LLC 252.462 -27,95 23.100 -28,15
2026-02-18 13F Caitlin John, LLC 72.422 3,32 6.618 2,91
2026-02-11 13F Portfolio Design Labs, LLC 32.935 0,15 3.010 -0,27
2026-02-17 13F Toronto Dominion Bank 0 -100,00 0
2026-02-12 13F Investor's Fiduciary Advisor Network, LLC 70.643 41,18 6 50,00
2026-02-24 13F Stone Wealth Partners 32.020 2.926
2026-04-28 13F Belpointe Asset Management LLC 251.146 19,83 23.015 20,18
2026-01-28 13F Evergreen Private Wealth LLC 0 -100,00 0
2026-02-13 13F Quarry LP 390 36
2026-04-28 13F GM Advisory Group, Inc. 118.857 2,75 10.892 3,05
2026-04-21 13F Pinnacle Associates Ltd 27.703 -7,23 2.539 -6,96
2026-01-16 13F Legacy Capital Wealth Partners, LLC 42.259 -54,11 3.862 -54,30
2026-02-17 13F ArrowMark Colorado Holdings LLC 1.413.002 -9,58 129.120 -9,95
2026-02-13 13F MAI Capital Management 41.604 -2,17 3.802 -2,56
2026-04-15 13F Seacrest Wealth Management, Llc 2.800 257
2026-04-14 13F Baldwin Brothers Inc/ma 2.211 203
2026-02-17 13F Angeles Wealth Management, Llc 1.179 108
2026-04-21 13F Verity Asset Management, Inc. 2.538 2,17 233 2,65
2026-04-23 13F Macco Financial Group, Inc. 31.821 13,94 2.916 14,31
2026-04-08 13F Ehrlich Financial Group 8.122 744
2026-02-17 13F Blair William & Co/il 13.671 -48,71 1.249 -48,92
2026-04-20 13F LifeWealth Investments, LLC 0 -100,00 0
2026-02-13 13F Mariner, LLC 878.240 18,48 80.254 18,00
2026-02-17 13F Minichmacgregor Wealth Management, Llc 0 -100,00 0
2026-02-20 13F Sunbelt Securities, Inc. 915 -29,94 84 -30,25
2026-02-17 13F Argyle Capital Partners, LLC 2.537 232
2026-04-29 13F Burney Co/ 0 -100,00 0
2026-02-11 13F Private Management Group Inc 109.693 20,43 10.024 19,95
2026-02-10 13F CIBC World Markets Inc. 12.381 -87,66 1.131 -87,72
2026-04-08 13F Holos Integrated Wealth LLC 10.015 916
2026-04-27 13F Ryan Investment Management, Inc. 125.945 11.542
2026-02-10 13F Koss-Olinger Consulting, LLC 2.700 -65,82 247 -65,93
2026-04-21 13F Nemes Rush Group LLC 6.875 16,94 630 17,32
2026-02-13 13F Pathstone Holdings, LLC 11.143 -42,91 1.018 -43,13
2026-04-28 13F Collaborative Fund Advisors, LLC 15.416 1.413
2026-02-06 13F Covestor Ltd 1.554 93,28 0
2026-04-10 13F TCP Asset Management, LLC 4.571 -8,23 419 -8,13
2026-04-15 13F Hengehold Capital Management Llc 19.103 -0,54 1.751 -0,28
2026-04-09 13F Pinkerton Retirement Specialists, LLC 25.964 -7,60 2.373 -7,60
2026-02-12 13F Betterment LLC 17.797 13,87 2 0,00
2026-02-09 13F Delta Asset Management Llc/tn 3.131 1,39 286 1,06
2026-04-22 13F Formidable Asset Management, LLC 3.223 0,00 295 -0,34
2026-04-27 13F Albion Financial Group /ut 41 4
2025-11-14 13F Kintayl Capital LP 0 -100,00 0
2026-01-30 13F Wealthfront Advisers Llc 195.835 8,52 17.895 8,09
2026-02-05 13F L & S Advisors Inc 2.498 -0,60 228 -0,87
2026-02-13 13F Fiduciary Trust Co 3.395 -1,39 310 -1,59
2026-04-10 13F AssuredPartners Investment Advisors, LLC 372.188 586,20 34.033 586,68
2026-02-10 13F Goldman Sachs Group Inc 49.740 4.545
2026-01-08 13F Chesapeake Asset Management Llc 2.937 268
2026-02-14 13F Berkshire Asset Management Llc/pa 0 -100,00 0
2026-01-14 13F Net Worth Advisory Group 37.143 -1,00 3.394 -1,39
2026-04-20 13F Concurrent Investment Advisors, LLC 0 -100,00 0 -100,00
2026-02-06 13F Prescott Group Capital Management, L.l.c. 1.059.708 5.024,31 96.836 5.004,69
2026-04-21 13F Mayfair Advisory Group, LLC 4.000 367
2026-02-17 13F Mars Jewett Financial Group, Inc. 2.235 204
2026-01-07 13F Magnus Financial Group LLC 0 -100,00 0
2026-02-03 13F Crestwood Advisors Group LLC 92.622 25,12 8.464 24,62
Other Listings
KZ:BIL_KZ 92,00 $
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