DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (ARCA)

Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
US ˙ ARCA ˙ US25434V7082

Grundlæggende statistik
Institutionelle ejere 1162 total, 1161 long only, 1 short only, 0 long/short - change of 8,18% MRQ
Gennemsnitlig porteføljeallokering 3.5637 % - change of 1,86% MRQ
Institutionelle aktier (lange) 818.075.618 (ex 13D/G) - change of 30,86MM shares 3,91% MRQ
Institutionel værdi (lang) $ 31.579.865 USD ($1000)
Institutionelt ejerskab og aktionærer

Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF (US:DFAC) har 1162 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 818,075,618 aktier. Største aktionærer omfatter Mercer Global Advisors Inc /adv, Colony Group, LLC, Forum Financial Management, LP, LPL Financial LLC, Buckingham Strategic Partners, Apella Capital, LLC, Greenspring Advisors, LLC, Envestnet Asset Management Inc, Rockwood Wealth Management, LLC, and Plancorp, LLC .

Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF (ARCA:DFAC) 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 27, 2026 is 42,27 / share. Previously, on April 28, 2025, the share price was 32,17 / share. This represents an increase of 31,40% over that period.

DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 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.

DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 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
(%)
2026-02-02 13F Fifth Third Bancorp 47.196 -1,83 1.868 0,76
2026-02-13 13F Mml Investors Services, Llc 978.602 2,28 38.743 4,98
2026-02-13 13F Pinnacle Wealth Planning Services, Inc. 2.311 91
2026-04-16 13F Mendota Financial Group, LLC 16.403 -15,12 637 -16,73
2026-02-11 13F Wharton Business Group, LLC 30.402 0,00 1.204 2,65
2026-02-06 13F Tortoise Investment Management, LLC 284.441 -2,61 11.261 -0,04
2026-04-20 13F 25 Llc 80.458 0,99 3.127 -0,89
2026-02-13 13F Truvestments Capital Llc 27 0,00 1 0,00
2026-04-16 13F Henrickson Nauta Wealth Advisors, Inc. 2.299.117 -47,33 89.343 -49,45
2026-04-22 13F Quarry Hill Advisors, Llc 841.940 5,75 35.437 12,43
2026-04-27 13F Navigate Wealth Management, LLC 26.893 1.126
2026-02-13 13F Sei Investments Co 185.485 25,09 7.343 28,40
2026-04-16 13F Asset Advisory Group, Inc. 189.814 2,60 7.376 0,71
2026-04-16 13F First Merchants Corp 34.177 -3,51 1.328 -5,28
2026-04-08 13F NorthCrest Asset Manangement, LLC 0 -100,00 0
2026-04-14 13F XY Planning Network, Inc. 950.162 3,54 37.170 2,31
2026-04-22 13F Atwater Malick LLC 73.256 0,25 2.847 -1,62
2026-01-08 13F Signet Financial Management, Llc 59.236 -0,37 2.345 2,27
2026-02-17 13F Cambria Investment Management, L.P. 5.069 201
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2.858.739 1,14 111.091 -0,72
2026-04-13 13F Mather Group, Llc. 718.051 -1,15 27.903 -2,97
2026-02-06 13F HighTower Advisors, LLC 5.738.089 -3,39 227.171 -0,84
2026-01-27 13F Elevate Wealth Advisory, Inc 23.185 -0,37 918 2,23
2026-01-29 13F Vanguard Group Inc 111.471 0,00 4.413 2,65
2026-01-27 13F Belpointe Asset Management LLC 28.458 408,00 1.127 421,30
2026-02-12 13F Bank Of Montreal /can/ 14.108 0,00 559 2,57
2026-04-15 13F marrick wealth, LLC 783.802 -0,80 30.459 -2,63
2026-02-12 13F Trailhead Planners LLC 26.996 1.069
2026-02-13 13F Pitcairn Wealth Advisors LLC 22.603 895
2026-02-11 13F Eldridge Investment Advisors, Inc. 22.397 5,76 887 8,58
2026-01-15 13F Warwick Investment Management, Inc. 2.606.340 6,63 103.185 9,46
2026-02-17 13F Integrated Advisors Network LLC 366.525 -0,83 14.511 1,80
2026-04-27 13F Strathmore Capital Advisors, Inc. 1.441.815 2,31 60.859 9,08
2026-01-13 13F Scratch Capital Llc 647.416 6,94 25.631 9,77
2026-04-21 13F Tenon Financial LLC 9.566 0,00 372 -1,85
2026-04-20 13F Obermeyer Wood Investment Counsel, Lllp 28.757 0,00 1.117 -1,85
2026-01-23 13F Transcend Wealth Collective, Llc 167.973 -2,35 6.650 0,24
2026-04-21 13F Wesbanco Bank Inc 123.312 -0,01 4.792 -1,86
2026-04-20 13F Ronald Blue Trust, Inc. 26.959 -3,21 1.048 -4,99
2026-02-09 13F Syverson Strege & Co 3.225.954 -0,91 127.716 1,71
2026-02-13 13F Maia Wealth LLC 41.183 1.674
2026-01-30 13F Renasant Bank 25.633 -8,18 1.015 -5,76
2026-04-16 13F Triad Wealth Partners, LLC 271.250 11,78 10.541 9,72
2026-02-02 13F Heritage Financial Services, LLC 4.520.404 -2,18 178.963 0,41
2026-04-21 13F Hippocratic Financial Advisors, LLC 246.649 -9,62 9.585 -11,29
2026-04-17 13F Nautilus Advisors LLC 91.167 1,86 3.543 -0,03
2026-04-13 13F Bannerman Wealth Management Group, Llc 1.208.315 7,57 46.955 5,59
2026-04-21 13F Huntleigh Advisors, Inc. 6.253 0,00 243 -2,02
2026-01-20 13F Stratos Wealth Partners, LTD. 313.313 -3,64 12.404 -1,08
2026-04-10 13F Armstrong Advisory Group, Inc 6.272 0,11 244 -2,02
2026-02-17 13F Ameriprise Financial Inc 57.012 23,17 2.257 26,44
2026-04-23 13F Exeter Financial, LLC 35.106 5,14 1.364 3,26
2026-04-27 13F HB Wealth Management, LLC 1.831.592 0,65 71.176 -1,20
2026-01-15 13F My Personal CFO, LLC 0 -100,00 0
2026-02-02 13F Astra Wealth Partners LLC 26.442 0,00 1.047 2,65
2026-04-14 13F Global Trust Wealth Management LLC 19.662 1,03 764 -0,78
2026-02-14 13F Silver Grove Financial Group, Inc. 2.964 117
2026-04-27 13F JB Capital LLC 28.521 0,20 1.108 -1,60
2026-04-08 13F Thompson Investment Management, Inc. 5.569 0,00 216 -1,82
2026-02-17 13F Susquehanna International Group, Llp 51.113 -51,56 2.024 -50,28
2026-04-21 13F Grey Fox Wealth Advisors, LLC 58.828 0,25 2.286 -1,59
2026-01-15 13F Rebalance, Llc 16.996 0,23 673 2,75
2026-02-11 13F Conquis Financial Llc 263.702 30,02 10.440 33,46
2026-02-10 13F Savant Capital, LLC 8.024.961 8,61 317.708 11,48
2026-02-13 13F Magnolia Capital Advisors Llc 26.774 -1,48 1.060 1,05
2026-04-06 13F Trust Co of the South 1.302.301 1,00 50.607 -0,86
2026-02-05 13F AlphaCore Capital LLC 111.588 -1,74 4.418 0,84
2026-02-13 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 12.686 502
2026-04-16 13F Poinciana Advisors Group, Llc 226.646 1,07 8.807 -0,79
2026-02-05 13F Allworth Financial LP 5.963.230 2,41 236.084 5,11
2026-02-19 13F Mcguire Capital Advisors Inc 274 11
2026-02-17 13F IHT Wealth Management, LLC 11.581 0,04 459 2,69
2026-04-22 13F Stone Point Wealth LLC 37.248 -2,60 1.447 -4,43
2026-02-13 13F River Wealth Advisors LLC 8.560 0,04 339 2,42
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 2.983.695 -31,35 116.901 -33,58
2026-02-10 13F Moors & Cabot, Inc. 16.216 0,00 642 2,56
2026-04-10 13F Aquire Wealth Advisors, LLC 57.169 0,00 2.222 -1,86
2026-04-21 13F Topsail Wealth Management, LLC 11.407 11.307,00 443 14.666,67
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 36.024 100,00 1.400 96,21
2026-02-03 13F Ridgeline Wealth Planning, LLC 9.232 0,00 365 2,53
2026-04-20 13F Watchman Group, Inc. 906.387 -2,59 35.222 -4,38
2026-02-12 13F Prudent Man Investment Management, Inc. 2.383.883 59,07 94.378 82,06
2026-04-08 13F Quantum Financial Advisors, LLC 35.487 0,00 1.379 -1,78
2026-02-09 13F Investors Portfolio Services LLC 3.572 141
2026-01-29 13F Quent Capital, LLC 1.935 677,11 77 744,44
2026-04-22 13F Aspire Private Capital, LLC 25.271 -10,13 982 -11,77
2026-01-16 13F Hopwood Financial Services, Inc. 21.326 -4,67 844 -2,09
2026-02-04 13F Money Concepts Capital Corp 18.044 714
2026-02-17 13F Cahill Financial Advisors Inc 1.032.480 27,27 40.876 30,64
2026-04-21 13F Yardley Wealth Management LLC 21.949 0,00 853 -1,84
2026-04-08 13F Cadent Capital Advisors, LLC 51.653 0,00 2.007 -1,81
2026-02-12 13F Betterment LLC 3.271.394 3,32 130 5,74
2026-02-04 13F Liberty Wealth Management Llc 804.494 -4,75 31.850 -2,23
2026-02-11 13F Empowered Funds, LLC 17.530 694
2026-04-15 13F Client 1st Advisory Group, Llc 1.175.347 0,11 45.674 -1,74
2026-02-03 13F Mokosak Advisory Group, LLC 8.600 0,22 340 3,03
2026-01-29 13F Coquina Private Wealth LLC 10.316 408
2026-02-13 13F Level Four Advisory Services, Llc 85.187 -4,33 3.373 -1,81
2026-02-06 13F EverSource Wealth Advisors, LLC 690.258 -5,91 27.327 -3,42
2026-02-12 13F Rossby Financial, LCC 4.722 0,00 187 2,20
2026-04-24 13F Old Peak Finance LLC 803.937 3,14 31.241 1,24
2026-02-09 13F Arista Wealth Management, LLC 233.846 0,00 9.258 2,64
2026-04-13 13F IFP Advisors, Inc 32.657 2,41 1.269 0,55
2026-04-14 13F Amicus Financial Advisors, LLC 109.090 76,15 4.239 72,95
2026-04-22 13F tru Independence LLC 528.063 3,94 20.521 2,02
2026-04-20 13F WealthSpring Partners, LLC 311.841 8,92 12.118 6,91
2025-11-12 13F CIBC Bancorp USA Inc. 24.325 938
2026-01-29 13F D.a. Davidson & Co. 119.626 -1,66 4.736 0,94
2026-04-22 13F Traphagen Investment Advisors Llc 15.921 0,25 619 -1,59
2026-02-10 13F Cravens & Co Advisors, LLC 411.210 1,98 16.716 7,48
2026-01-29 13F Spurstone Advisory Services, LLC 252 0,00 10 0,00
2026-02-04 13F First Foundation Advisors 6.430 0,00 255 2,42
2026-04-24 13F Pw Advisors, Llc \ Fl 473.396 7,84 18.396 5,85
2026-04-27 13F Citizens & Northern Corp 238.023 0,00 9.250 -1,85
2026-04-22 13F McLean Asset Management Corp 306.393 -1,68 11.906 -5,87
2026-04-22 13F Essential Planning, LLC. 237.349 18,23 9.223 16,06
2026-04-06 13F Baring Financial LLC 15.697 -3,51 610 -5,28
2026-04-21 13F OneAscent Family Office, LLC 47.786 -44,87 1.857 -45,90
2026-01-07 13F Sovereign Financial Group, Inc. 0 -100,00 0
2026-02-17 13F Creative Planning 2.417.020 3,16 95.690 5,89
2026-02-23 13F Wealth Preservation Advisors, LLC 3.087 0,00 122 2,52
2026-01-30 13F Levin Capital Strategies, L.p. 5.250 0,00 208 2,48
2026-04-22 13F Shotwell Rutter Baer Inc 37.626 -2,97 1.462 -6,76
2026-02-12 13F Keystone Financial Services 20.070 -8,50 795 -6,15
2026-02-17 13F Glenmede Trust Co Na 4.380 0,00 173 20,14
2026-04-23 13F Private Wealth Management Group, LLC 933.147 -0,15 36.262 -1,99
2026-01-12 13F Canvas Wealth Advisors, LLC 12.529 13,81 496 16,16
2026-04-15 13F Midwest Heritage Bank, FSB 1.276.183 3,33 49.592 1,42
2026-02-10 13F WCG Wealth Advisors LLC 55.264 -5,49 2.188 -3,02
2026-04-17 13F Monticello Wealth Management, Llc 38.908 -39,96 1.512 -41,09
2026-04-16 13F Rfg Holdings, Inc. 7.155 -4,87 278 -6,40
2026-02-04 13F BCJ Capital Management, LLC 10.273 0,00 407 2,53
2026-02-05 13F RiverFront Investment Group, LLC 5.446 0,00 216 2,38
2026-01-28 13F Edge Financial Advisors LLC 12.129 -8,46 480 -6,07
2026-01-14 13F Wealthcare Capital Partners, LLC 0 -100,00 0
2026-01-20 13F Savvy Advisors, Inc. 669.772 8,88 26.516 11,76
2025-11-12 13F Crossmark Global Holdings, Inc. 0 -100,00 0
2026-01-28 13F Mowery & Schoenfeld Wealth Management, LLC 93.174 -2,64 3.689 -0,08
2026-02-17 13F Tudor Investment Corp Et Al 94.836 3.755
2026-04-13 13F Richard P Slaughter Associates Inc 25.188 0,00 979 -1,91
2026-02-10 13F Grandfield & Dodd, Llc 8.043 0,00 318 2,58
2026-02-12 13F Renaissance Technologies Llc 0 -100,00 0
2026-02-02 13F Pillar Financial Advisors, LLC 7.461 0,13 295 2,79
2026-02-02 13F Avidian Wealth Solutions, LLC 12.577 0,14 498 2,69
2025-11-14 13F Knightsbridge Asset Management, Llc 129.530 -60,74 4.996 -57,76
2026-04-24 13F Flagship Private Wealth, LLC 5.500 0,00 214 -1,84
2026-04-02 13F Collective Family Office Llc 32.293 0,00 1.255 -1,88
2026-02-13 13F Arkadios Wealth Advisors 16.918 670
2026-04-17 13F Berman McAleer LLC 9.260 0,00 360 -1,91
2026-02-13 13F Garrison Point Advisors, Llc 10.747 0,00 425 2,66
2026-04-17 13F Total Clarity Wealth Management, Inc. 104.647 2,44 4.067 0,54
2026-04-20 13F MBM Wealth Consultants, LLC 6.940 0,00 270 -1,82
2026-02-09 13F Solutions 4 Wealth, Ltd 27.550 15,36 1.091 18,35
2026-02-05 13F Schulz Wealth, LTD. 899.072 2,76 35.594 5,48
2026-02-17 13F Quantinno Capital Management LP 780.809 75,75 30.912 80,39
2026-04-22 13F Hartmann Taylor Wealth Management, LLC 79.593 0,00 3.093 -1,87
2026-04-16 13F BlueSky Wealth Advisors, LLC 126.647 -22,39 4.922 -23,82
2026-01-29 13F Retirement Solution Inc. 622.843 8,15 24.658 11,01
2026-04-14 13F Family Wealth Partners, Llc 61.978 0,00 2.408 -1,83
2026-02-17 13F Cresset Asset Management, LLC 79.607 -73,12 3.152 -72,41
2026-04-13 13F Foster Group, Inc. 15.121 99,80 588 96,32
2026-02-09 13F Rhl Group, Llc 24.499 970
2026-04-15 13F Wright Fund Managment, LLC 61.978 2.408
2026-02-05 13F Avantax Planning Partners, Inc. 301.378 -27,48 11.932 -25,57
2026-02-17 13F Ballast Financial Advisors LLC 9.734 385
2026-04-20 13F ABLE Financial Group, LLC 694.084 -1,27 26.972 -3,09
2026-04-21 13F BCU Wealth Advisors, LLC 3.058.573 5,26 118.856 3,32
2026-04-13 13F Physician Wealth Solutions Inc. 71.746 -57,86 2.788 -58,64
2026-02-17 13F Equitable Holdings, Inc. 1.094.430 0,68 43.328 3,34
2026-02-02 13F Robertson Stephens Wealth Management, LLC 724.680 -0,74 28.690 1,89
2026-02-10 13F Rothschild Investment Llc 7.480 17,35 296 20,82
2026-02-12 13F Pollock Investment Advisors, LLC 359.703 123,46 14.241 129,38
2026-02-13 13F Stifel Financial Corp 487.307 8,18 19.292 11,05
2026-04-24 13F Axis Wealth Partners, LLC 58.307 2,35 2.266 0,44
2026-02-13 13F Entrewealth, Llc 128.044 -8,74 5.287 -2,31
2026-01-23 13F Sage Mountain Advisors LLC 64.523 0,00 2.554 2,65
2026-04-21 13F Pallas Capital Advisors LLC 70.503 -5,54 2.740 -7,28
2026-01-20 13F Sanibel Captiva Trust Company, Inc. 38.593 0,00 1.528 2,62
2026-01-28 13F Rather & Kittrell, Inc. 1.157.544 -1,32 45.827 1,29
2026-01-26 13F Intelligent Financial Strategies 93.931 0,05 3.719 2,68
2026-02-06 13F Vestmark Advisory Solutions, Inc. 4.789.246 3,65 189.606 6,39
2026-02-12 13F Cloud Capital Management, LLC 737.116 9,60 29 16,00
2026-04-27 13F Evolution Wealth Management Inc. 334 0,00 13 -7,69
2026-02-05 13F Bessemer Group Inc 394.043 2.691,27 16
2026-02-03 13F McCarthy Asset Management, Inc. 106.985 -32,74 4.236 -30,96
2026-04-24 13F Boston Trust Walden Corp 19.164 -11,02 745 -12,68
2026-02-13 13F Wells Fargo & Company/mn 221.929 9,42 8.786 12,32
2026-04-08 13F BOS Asset Management, LLC 13.600 32,63 529 30,37
2026-02-09 13F Kestra Investment Management, LLC 56.620 1,46 2.242 4,14
2026-02-02 13F Chapman Financial Group, Llc 16.169 0,00 640 2,73
2026-01-27 13F Werba Rubin Papier Wealth Management 135.208 4,93 5.353 7,71
2026-04-08 13F Seed Wealth Management, Inc. 11.000 0,00 427 -1,84
2026-04-07 13F Signaturefd, Llc 267.387 359,42 10.391 350,95
2026-01-30 13F Turning Point Benefit Group, Inc. 0 -100,00 0 -100,00
2026-04-27 13F Turtle Creek Wealth Advisors, LLC 311 12
2026-01-26 13F BLB&B Advisors, LLC 9.455 0,00 374 2,75
2026-04-23 13F Willis Johnson & Associates, Inc. 5.623 0,00 219 -1,80
2026-02-11 13F Babb Wealth Advisors LLC 815.566 10,77 32.288 13,70
2026-02-12 13F CIBC Private Wealth Group, LLC 27.667 13,74 1.095 16,74
2026-02-09 13F Nicolet Bankshares Inc 71.746 90,10 2.840 95,19
2026-04-20 13F Strategent Financial, LLC 71.097 3,36 2.763 1,43
2026-01-26 13F AE Wealth Management LLC 139.229 17,08 5.512 20,19
2026-01-30 13F Exencial Wealth Advisors, Llc 63.973 -7,69 2.533 -5,27
2026-04-02 13F Ares Financial Consulting, LLC 71.636 -9,13 2.802 -10,22
2026-04-16 13F CogentBlue Wealth Advisors, LLC 16.834 0,56 654 -1,21
2026-04-17 13F AdvisorNet Financial, Inc 701.850 2,13 27.274 0,25
2026-04-27 13F Meredith Wealth Planning 24.306 0,21 945 -1,67
2026-04-23 13F Oppenheimer & Co Inc 13.275 516
2026-02-13 13F Eaton-Cambridge Inc. 2.554.389 1,53 101.128 4,22
2026-03-05 13F Gunpowder Capital Management, LLC dba Oliver Wealth Management 267.062 10.573
2026-04-27 13F Silver Lake Advisory, LLC 0 -100,00 0
2026-02-05 13F Western Wealth Management, LLC 145.945 5,14 5.778 7,90
2026-01-26 13F Hassell Wealth Management, LLC 333.783 -4,85 13.582 0,38
2026-02-12 13F Adviser Investments LLC 12.500 -9,27 495 -6,97
2026-04-06 13F Versant Capital Management, Inc 921.453 8,93 35.808 6,92
2026-04-20 13F Sowell Financial Services LLC 157.238 0,21 6.110 -1,64
2026-02-05 13F HFM Investment Advisors, LLC 2.582.955 1,21 102.259 3,88
2026-04-22 13F Vannoy Advisory Group, Inc. 1.178.323 0,02 45.790 -1,82
2026-02-09 13F Smith Chas P & Associates Pa Cpas 6.959 276
2026-01-28 13F Geneos Wealth Management Inc. 579.442 -2,52 22.940 0,06
2026-04-22 13F Monument Group Wealth Advisors, LLC 2.026.321 2,96 78.743 1,06
2026-02-10 13F COFG Advisors, LLC 12.013 476
2026-04-13 13F Cogent Private Wealth, Inc. 32.094 4,55 1.247 2,63
2026-04-22 13F Romano Brothers And Company 8.832 0,00 343 -1,72
2026-01-30 13F Simplicity Wealth,LLC 466.734 -2,12 18.478 0,47
2026-02-17 13F Capital Planning Advisors, LLC 14.598 578
2026-01-26 13F Grand Wealth Management, Llc 2.085.651 2,85 82.571 5,57
2026-04-16 13F Klaas Financial Asset Advisors, LLC 5.711 0,00 222 -2,21
2026-02-05 13F Hills Bank & Trust Co 7.176 0,00 284 2,90
2026-01-29 13F Facet Wealth, Inc. 33.936 50,10 1.388 59,06
2026-02-11 13F Buckingham Strategic Partners 15.939.127 42,78 631.030 46,49
2026-02-18 13F GWM Advisors LLC 2.484.271 -20,24 98.352 -18,13
2026-01-30 13F Strategic Blueprint, LLC 50.771 -1,23 2.010 1,41
2026-02-17 13F Sterling Wealth Management, Inc. 251.213 -5,54 9.946 -3,04
2026-04-15 13F NorthAvenue LLC 51.511 -4,86 2.002 -6,63
2026-04-21 13F Quad-Cities Investment Group, LLC 69.224 14,10 2.690 12,04
2025-11-03 13F Townsquare Capital Llc 0 -100,00 0
2026-02-06 13F Bare Financial Services, Inc 1.007 0,00 40 2,63
2026-04-13 13F Massmutual Trust Co Fsb/adv 1.000 -27,95 39 -29,63
2026-01-27 13F Grunden Financial Advisory, Inc. 1.380.842 -2,44 54.668 0,14
2026-01-26 13F Quadrant Private Wealth Management, LLC 22.372 0,00 886 2,67
2026-01-26 13F Cwm, Llc 595.143 2,16 24 4,55
2026-04-17 13F Great Waters Wealth Management 294.564 -2,09 11.447 -3,90
2026-01-23 13F Freestone Capital Holdings, LLC 87.036 -0,00 3.446 2,62
2026-02-10 13F Lido Advisors, LLC 89.078 0,00 3.448 0,35
2026-04-13 13F Creative Financial Designs Inc /adv 1.018 40
2026-04-15 13F Cypress Wealth Services, LLC 0 -100,00 0
2026-04-15 13F Hutchens & Kramer Investment Management Group, LLC 546.216 0,60 21.226 -1,26
2026-04-15 13F Cranbrook Wealth Management, LLC 207 0,00 8 0,00
2026-01-23 13F Warburton Capital Management, LLC 2.033.971 -0,06 81 2,56
2026-01-28 13F Financial Symmetry Inc 1.580.617 3,86 62.577 6,61
2026-02-10 13F Peak Retirement Planning, Inc. 8.207 0,23 325 2,86
2025-10-30 13F Traub Capital Management LLC 0 -100,00 0
2026-04-20 13F Balance Wealth, LLC 108.604 -1,20 4.220 -3,01
2026-02-04 13F Ameritas Advisory Services, LLC 25.725 210,39 1.018 219,12
2026-02-04 13F UNIVEST FINANCIAL Corp 36.795 0,00 1.457 2,61
2026-01-13 13F Team Financial Group, LLC 975 0,00 39 2,70
2026-02-13 13F Integrated Wealth Concepts LLC 2.558.844 -16,44 101.305 -14,24
2026-04-16 13F Capstone Wealth Management, LLC 393.120 0,36 15.277 -1,49
2026-01-28 13F Pacific Asset Management, LLC 766.407 1,79 30.342 4,49
2026-03-02 13F Cogent Strategic Wealth Llc 533.715 21.679
2026-04-08 13F Shore Point Advisors, LLC 21.097 0,06 820 -1,80
2026-02-12 13F Keel Point, LLC 21.179 -2,40 838 0,24
2026-02-03 13F Baker Boyer National Bank 1.787.342 -1,22 70.761 1,39
2026-04-21 13F Stolz & Associates, Ps 53.746 -6,60 2.233 -2,02
2026-02-12 13F Altiora Financial Group, LLC 0 -100,00 0
2026-04-22 13F Evensky & Katz LLC 654 0,15 0
2026-04-15 13F AlphaStar Capital Management, LLC 8.574 -53,13 333 -54,01
2026-02-03 13F Emerald Investment Partners, Llc 10.407 0,13 412 3,00
2026-02-17 13F Cardiff Park Advisors, Llc 3.965.406 -3,46 156.990 -0,91
2026-01-23 13F Integrated Wealthcare, Llc 100.641 3.984
2026-02-17 13F McCartney Wealth Management LLC 308.747 12.223
2026-04-09 13F Acropolis Investment Management, LLC 17.233 0,00 670 -1,91
2026-01-27 13F Retirement Income Solutions, Inc 9.410 0,00 373 2,76
2026-01-12 13F Rialto Wealth Management, LLC 51.862 52,38 2.053 56,48
2026-02-13 13F National Bank Of Canada /fi/ 23.816 21,83 943 24,44
2026-02-10 13F Argent Trust Co 15.361 -17,29 608 -15,08
2026-04-13 13F Pettinga Financial Advisors, LLC 18.026 0,00 700 -1,82
2026-02-10 13F Beckerman Institutional, LLC 128.329 3,49 5.081 6,23
2026-04-15 13F Belleair Asset Management, LLC 103.813 -0,22 4.034 -2,06
2026-02-11 13F Cookson Peirce & Co Inc 51.105 -4,70 2.023 -2,18
2026-04-21 13F Trilogy Capital Inc. 5.516 0,00 214 -1,83
2026-02-12 13F Principal Securities, Inc. 18.685 -7,39 740 -5,01
2025-11-04 13F Strategy Asset Managers Llc 0 -100,00 0
2026-04-08 13F Olistico Wealth, LLC 49.092 0,00 1.908 -1,85
2026-02-02 13F FSA Advisors, Inc. 16.354 125,57 444 59,14
2026-02-10 13F Peapack Gladstone Financial Corp 117.345 59,32 5 100,00
2026-02-09 13F Parkshore Wealth Management, Inc. 1.953.753 6,63 77.349 9,46
2026-01-29 13F Simon Quick Advisors, Llc 8.395 0,00 332 2,79
2026-04-21 13F Oak Wealth Advisors LLC 12.704 25,19 494 22,94
2026-02-02 13F Integrity Wealth Solutions LLC 150.513 -0,22 5.959 2,41
2026-01-28 13F Glassman Wealth Services 1.528.980 1,52 60.532 4,21
2026-02-04 13F Nwam Llc 352.616 -0,29 14.086 3,18
2026-04-15 13F JP Wealth Management, Inc. 809.013 -0,03 31.438 -1,88
2026-04-17 13F Forefront Wealth Partners, LLC 27.663 325,45 1.075 317,90
2026-04-21 13F Vigil Wealth Management, LLC 304.067 3,00 11.816 1,10
2026-02-03 13F McIlrath & Eck, LLC 4.034 0,00 160 2,58
2026-02-13 13F First Trust Advisors Lp 16.692 0,05 661 2,64
2026-04-15 13F Elser Financial Planning, Inc 23.487 14,02 912 22,61
2026-02-10 13F Natixis Advisors, L.p. 44.565 17,33 2 0,00
2026-04-08 13F Archer Investment Management, LLC 37.696 -1,69 1.465 -3,49
2026-04-16 13F Freedom Financial Partners LLC 217.986 -0,46 8.471 -2,30
2026-04-24 13F Essex Financial Services, Inc. 25.390 28,30 987 25,93
2026-02-12 13F Oath Planning, LLC 141.482 5.601
2026-02-13 13F PCM Encore, LLC 6.925 274
2026-01-23 13F S. R. Schill & Associates 23.947 0,23 948 2,93
2026-01-28 13F Salomon & Ludwin, LLC 7.493 0,00 301 3,45
2026-04-07 13F Park Avenue Securities Llc 3.851.225 7,70 150 5,67
2026-02-03 13F Orion Capital Management LLC 95.395 -0,17 3.777 2,47
2026-02-10 13F Arcadia Wealth Management, Inc. 940.985 0,24 37.254 2,89
2026-02-06 13F Morling Financial Advisors, LLC 14.050 -3,04 556 -0,36
2026-02-10 13F Tandem Financial, LLC 0 -100,00 0
2026-04-20 13F Naples Global Advisors, Llc 6.666 0,00 259 -1,52
2026-02-10 13F Envestnet Asset Management Inc 12.092.107 -5,84 478.727 -3,35
2026-02-11 13F Meeder Advisory Services, Inc. 17.172 680
2026-01-27 13F PFG Advisors 247.106 -1,05 9.783 1,57
2026-01-22 13F O'Brien Wealth Partners LLC 17.820 705
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 3.248 -17,27 126 -18,71
2026-02-09 13F Cary Street Partners Financial Llc 98.703 -20,92 3.908 -18,82
2026-02-18 13F Financial Advisory Service, Inc. 242 10
2026-02-04 13F Austin Asset Management Co Inc 4.033.193 -1,21 159.674 1,40
2026-04-21 13F Magnolia Private Wealth, LLC 8.296 0,00 322 -1,83
2026-02-17 13F Guardian Wealth Advisors, Llc / Nc 14.089 0,01 558 2,58
2026-02-13 13F Umb Bank N A/mo 807.793 -0,17 31.981 2,47
2026-01-29 13F Almanack Investment Partners, LLC. 32.346 -1,84 1.281 0,79
2026-02-10 13F Acorn Wealth Advisors, LLC 447.300 78,79 17.709 83,52
2026-04-10 13F Magnus Financial Group LLC 15.979 0,14 621 -1,74
2026-01-26 13F Valmark Advisers, Inc. 14.344 3,56 568 6,18
2026-02-09 13F Hartland & Co., LLC 7.857 0,00 311 2,64
2026-02-06 13F Csenge Advisory Group 47.237 3,41 1.870 6,19
2026-02-13 13F Kestra Advisory Services, LLC 0 -100,00 0
2026-04-15 13F Single Point Partners, LLC 11.233 0,00 437 -1,80
2026-02-03 13F New Dimensions Wealth Management, LLC 729.752 -1,05 28.891 1,56
2026-01-08 13F Lincoln Capital LLC 7.766 0,00 307 1,99
2026-02-17 13F Ancora Advisors, LLC 1.401 0,00 55 1,85
2026-04-22 13F Applied Capital LLC 1.382.077 2,26 53.708 0,38
2026-02-19 13F CI Private Wealth, LLC 4.512.180 131,87 178.641 138,01
2026-01-23 13F Gibbs Wealth Management 12.233 0,00 498 5,52
2026-04-21 13F Diesslin Group, Inc. 8.410 0,00 327 -1,81
2026-02-02 13F Millstone Evans Group, LLC 23.430 1,89 928 4,63
2026-04-01 13F Rowland & Co Investment Counsel/adv 3.879 151
2026-02-17 13F Stage Harbor Financial, Llc 18.527 0,00 733 2,66
2025-10-28 13F BRYN MAWR TRUST Co 15.440 0,00 596 7,59
2026-02-12 13F Great Valley Advisor Group, Inc. 290.006 -67,64 11.481 -66,78
2026-02-11 13F Vestor Capital, Llc 36.263 253,79 0
2026-04-03 13F Investors Research Corp 2.155 -31,26 84 -33,06
2026-04-17 13F Morris Financial Concepts, Inc. 199.496 -2,20 7.752 -4,00
2026-04-06 13F CX Institutional 6.652 0,24 0
2026-02-17 13F Tower Research Capital LLC (TRC) 18.231 -17,82 722 -15,67
2026-02-17 13F Momentous Wealth Management, Inc. 1.044.688 24,24 41.359 27,53
2026-01-23 13F Rsm Us Wealth Management Llc 89.407 10,12 3.568 13,96
2026-04-16 13F Lexington Hill Partners, LLC 46.360 -6,66 1.802 -8,39
2026-02-24 13F DGS Capital Management, LLC 26.450 0,00 1.047 2,65
2026-04-13 13F CGC Financial Services, LLC 1.070 0,00 42 -2,38
2026-04-20 13F Longview Financial Advisors, Inc. 887 34
2026-04-27 13F USAdvisors Wealth Management, LLC 96.701 0,11 4 0,00
2026-01-16 13F Red Lighthouse Investment Management, Llc 1.070.079 -1,00 42.364 1,62
2026-02-05 13F Mission Wealth Management, Lp 689.181 27,61 27.285 30,98
2026-01-29 13F Matisse Capital 9.479 0,23 375 3,02
2026-04-15 13F Fmb Wealth Management 1.136.845 0,37 44.178 -1,48
2026-04-27 13F TCI Wealth Advisors, Inc. 2.362.453 4,55 91.805 2,63
2026-02-04 13F Washington Trust Bank 14.010 53,97 555 58,29
2026-01-29 13F Quadcap Wealth Management, LLC 25.223 999
2026-02-17 13F NorthRock Partners, LLC 112.300 303,00 4.446 313,87
2026-02-18 13F NFP Retirement, Inc. 45.878 0,23 1.816 2,89
2026-04-09 13F DHJJ Financial Advisors, Ltd. 2.855 0,00 111 -2,65
2026-02-04 13F Advisor OS, LLC 52.196 0,06 2.066 2,73
2026-04-13 13F Garrett Investment Advisors LLC 212.330 0,10 8.251 -1,74
2026-01-28 13F Investmark Advisory Group LLC 219.652 -0,78 8.696 1,85
2026-04-20 13F Dopkins Wealth Management, Llc 888.785 -6,11 34.538 -7,84
2026-01-26 13F Greenwood Capital Associates Llc 14.082 0,00 558 2,58
2026-02-10 13F Ark & Tlk Investments, Llc 2.287.320 10,88 90.555 13,81
2026-04-20 13F Cardinal Point Capital Management, ULC 1.027.815 5,99 39.941 4,04
2026-01-13 13F CPA Asset Management LLC 16.675 0,00 660 2,64
2026-02-13 13F Generations Wealth, LLC 676.317 26.775
2026-01-30 13F Citizens Financial Group Inc/ri 65.077 -5,54 2.576 -3,05
2026-01-26 13F Slagle Financial, LLC 5.465 216
2026-02-13 13F Burton Enright Welch 3.678.371 4,22 145.627 6,97
2026-01-29 13F Porter White Investment Advisors, Inc. 2.420.584 -0,68 95.831 1,95
2026-02-17 13F Two Sigma Securities, Llc 0 -100,00 0
2025-10-31 13F Sagespring Wealth Partners, Llc 0 -100,00 0
2026-02-03 13F RWM Asset Management, LLC 13.326 0,00 544 5,85
2026-02-17 13F Laird Norton Trust Company, Llc 33.583 1.330
2026-01-13 13F Well Done, LLC 0 -100,00 0
2026-04-09 13F IFG Advisors, LLC 177.637 -3,69 6.903 -5,48
2026-02-13 13F Seneschal Advisors, LLC 71.473 -7,07 2.830 -4,62
2026-01-26 13F Keystone Wealth Services, LLC 12.697 0,00 503 2,66
2026-04-15 13F Optivise Advisory Services LLC 6.197 0,00 241 -2,04
2026-04-21 13F Morton Capital Management LLC/CA 1.507.348 6,24 58.576 4,28
2026-01-23 13F Galvin, Gaustad & Stein, LLC 11.258 0,23 446 2,77
2026-01-28 13F Chicago Partners Investment Group LLC 862.871 -2,09 35.050 0,99
2026-04-09 13F Cliftonlarsonallen Wealth Advisors, Llc 1.718.842 -4,49 66.794 -6,25
2026-02-03 13F Milestone Asset Management Group, LLC 10.073 50,97 399 54,86
2026-04-01 13F Financial Insights, Inc. 82.912 -23,32 3.282 -15,30
2026-04-27 13F FSM Wealth Advisors, LLC 29.126 -6,40 1.132 -8,20
2026-04-10 13F Baker Tilly Financial, Llc 154.967 -4,43 6.022 -6,18
2026-04-22 13F Samalin Investment Counsel, LLC 86.836 4,76 3.374 2,83
2026-02-10 13F a16z Perennial Management, L.P. 26.550 0,00 1.051 2,64
2026-04-23 13F Vistica Wealth Advisors, LLC 523.119 -2,38 20.328 -4,18
2026-04-15 13F Iams Wealth Management, Llc 9.646 0,00 375 -1,84
2026-04-22 13F Ridgecrest Wealth Partners, Llc 6.544 0,00 254 -1,93
2026-01-12 13F VisionPoint Advisory Group, LLC 8.381 16,06 332 19,06
2026-02-06 13F Gables Capital Management Inc. 3.000 0,00 119 2,61
2026-02-13 13F Pathstone Holdings, LLC 287.193 0,01 11.370 2,65
2026-02-17 13F Northeast Financial Group, Inc. 29.070 -0,01 1.151 2,59
2026-02-27 13F Strategic Investment Solutions, Inc. /IL 202.669 -34,61 8.024 -32,88
2026-04-22 13F Yoder Wealth Management, Inc. 13.407 0,00 521 -1,89
2026-02-06 13F One Degree Advisors Inc 1.799.272 0,60 71 4,41
2026-02-12 13F Connecticut Wealth Management, LLC 0 -100,00 0
2026-04-15 13F Dixon Fnancial Services, Inc. 8.726 0,00 339 -1,74
2026-04-22 13F Sutton Place Investors Llc 236.217 0,74 9.179 -1,11
2026-04-23 13F Johnson Wealth Management, LLC 1.076.380 5,41 41.828 3,47
2026-04-23 13F Glass Jacobson Investment Advisors llc 820 0,00 32 -3,12
2026-04-07 13F CoreCap Advisors, LLC 29.081 19,87 1.130 17,71
2026-01-14 13F ORG Wealth Partners, LLC 0 -100,00 0
2026-02-11 13F Tiaa Trust, National Association 69.303 -2,78 2.744 -0,22
2026-02-17 13F MGB Wealth Management, LLC 25.871 0,23 1.024 2,91
2026-02-17 13F Qube Research & Technologies Ltd 178.153 131,28 7.053 137,39
2026-01-21 13F Signature Resources Capital Management, LLC 550.052 5,58 21.777 8,38
2026-01-29 13F Sanctuary Advisors, LLC 32.695 4,09 1.294 6,85
2026-01-21 13F Flagship Harbor Advisors, Llc 1.806 72
2026-02-10 13F Bank of New York Mellon Corp 31.488 0,00 1.247 2,64
2026-04-10 13F High Probability Advisors, LLC 30.828 0,00 1.198 -1,89
2026-02-13 13F Lifeworks Advisors, LLC 37.694 0,88 1.492 3,54
2026-01-13 13F Two West Capital Advisors LLC 332.128 1,79 13.149 3,14
2026-04-24 13F rebel Financial LLC 30.562 -3,27 1.188 -5,04
2026-02-13 13F Pine Valley Investments Ltd Liability Co 9.173 0,00 363 2,83
2026-02-13 13F Wilkerson Advisory Group LLC 39.057 1.546
2026-04-10 13F Pure Financial Advisors, Inc. 4.186.049 -1,50 162.670 -3,32
2026-02-10 13F Godfrey Financial Associates, Inc. 358 14
2026-01-21 13F MBL Wealth, LLC 5.200 206
2026-02-02 13F Mutual Advisors, LLC 115.487 -0,81 4.572 1,33
2026-02-03 13F Navigoe, LLC 12.410 -4,24 0
2026-02-10 13F Foundations Investment Advisors, LLC 1.579.638 125,94 62.538 131,92
2026-02-13 13F Baird Financial Group, Inc. 4.641.003 1,56 183.737 4,25
2026-02-12 13F Davis R M Inc 65.594 0,00 2.597 2,65
2025-11-14 13F Strategic Wealth Partners, Ltd. 65.598 31,18 2.530 41,18
2026-02-13 13F Ariadne Wealth Management, LP 135.002 -2,51 5.488 2,50
2026-04-22 13F Eqis Capital Management, Inc. 60.073 6,34 2.334 4,38
2026-02-13 13F L2 Asset Management, LLC 73.846 2.924
2026-01-30 13F Heritage Investment Group, Inc. 2.308.426 3,88 91.391 6,63
2026-04-23 13F Barry Investment Advisors, LLC 14.557 0,20 566 -1,74
2026-02-17 13F Bank Of America Corp /de/ 5.335.077 7,56 211.216 10,40
2026-01-15 13F PFG Private Wealth Management, LLC 0 -100,00 0
2026-02-12 13F Tillman Hartley LLC 1.641.700 -3,43 64.995 -0,88
2026-04-10 13F Great Oak Capital Partners, Llc 51.404 -0,47 2.076 1,02
2026-04-22 13F Apollon Financial, LLC 314.444 1,60 12.219 -0,28
2026-04-15 13F BDFS Capital LLC 248.727 5,36 9.666 3,41
2026-01-30 13F Rachor Investment Advisory Services, LLC 932.059 36.900
2026-02-10 13F CFS Investment Advisory Services, LLC 588.905 6,77 23.315 8,19
2026-04-24 13F Lynx Investment Advisory 6.484 -3,66 252 -5,64
2026-04-15 13F Trust Point Inc. 15.945 0,00 620 -1,90
2026-01-26 13F Liberty Capital Management, Inc. 72.322 0,00 2.863 2,65
2026-02-09 13F Lathrop Investment Management Corp 5.502 0,00 0
2026-02-13 13F Quattro Advisors LLC 851 34
2026-04-13 13F Thayer Financial, L.L.C. 6.314 0,40 245 -1,21
2026-01-27 13F Evergreen Capital Management Llc 38.853 0,00 1.538 2,67
2026-02-11 13F Francis Financial, Inc. 32.895 121,13 1.302 127,23
2026-02-12 13F Annandale Capital, LLC 6.762 0,00 0 -100,00
2026-01-22 13F FSC Wealth Advisors, LLC 0 -100,00 0
2026-04-13 13F Conrad Siegel Investment Advisors, Inc. 3.082.266 1,69 119.777 -0,19
2026-01-15 13F Orrstown Financial Services Inc 0 -100,00 0
2026-04-24 13F Mills Wealth Advisors LLC 1.026.409 5,71 39.886 3,76
2026-04-10 13F BostonPremier Wealth LLC 15.316 0,25 595 -1,49
2026-02-02 13F Partners in Financial Planning 20.871 0,13 826 2,86
2026-02-12 13F Jane Street Group, Llc Call 32.100 1.271
2026-02-06 13F Texas Bank & Trust Co 12.532 0,00 496 2,69
2026-02-13 13F Brown Advisory Inc 169.362 59,73 6.705 63,98
2026-01-27 13F Horst & Graben Wealth Management LLC 7.310 0,00 289 2,85
2026-01-28 13F Wingate Wealth Advisors, Inc. 7.071 0,00 280 2,57
2026-04-22 13F Millburn Ridgefield Corp 3.324.162 13,08 129.177 11,00
2026-04-22 13F Investment Advisory Group, LLC 603.652 1,01 23.458 -0,85
2026-02-06 13F Mjp Associates Inc /adv 52.196 0,06 2.066 2,73
2026-04-17 13F Stewardship Advisors, LLC 29.759 2,67 1.156 0,78
2026-04-20 13F Cherrydale Wealth Management, Llc 1.081.040 -4,43 42.009 -6,19
2026-01-26 13F Reyes Financial Architecture, Inc. 12.411 0,00 491 2,72
2026-02-19 13F Professional Financial Solutions Llc /adv 228.982 9.065
2026-02-17 13F Main Street Financial Solutions, LLC 0 -100,00 0
2026-01-26 13F WorthPointe, LLC 1.723.318 -1,19 68.226 1,42
2026-01-27 13F Brighton Jones Llc 1.887.933 -2,10 74.743 0,49
2026-02-12 13F Schneider Downs Wealth Management Advisors, LP 57.831 0,00 2.290 2,65
2026-01-30 13F BancorpSouth Bank 18.131 -3,16 718 -0,69
2026-04-22 13F Foundry Financial LLC 187.835 -45,62 7.299 -46,63
2026-01-27 13F Fortis Capital Advisors, LLC 28.458 1.127
2026-02-11 13F Jessup Wealth Management, Inc 2.289 -75,24 91 -74,72
2026-04-09 13F Central Valley Advisors, Llc 14.813 576
2026-04-22 13F BWM Planning, LLC 10.822 -9,67 421 -11,39
2026-04-03 13F Rise Advisors, LLC 32.906 0,25 1.287 -0,92
2026-01-27 13F Probity Advisors, Inc. 38.944 0,00 1.542 2,60
2026-01-30 13F/A M&t Bank Corp 64.557 -1,07 2.556 1,51
2026-04-08 13F RVW Wealth, LLC 128.583 -0,02 4.997 -1,87
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 13.687 2,13 532 0,19
2026-04-17 13F Ballentine Capital Advisors, Inc 1.565.502 1,01 60.835 -0,86
2026-01-23 13F G2 Capital Management, Llc / Oh 7.936 0,00 314 2,61
2026-02-13 13F Venture Visionary Partners LLC 163.498 2,02 6.473 4,71
2026-04-14 13F New Capital Management LP 2.557.586 -3,88 99.388 -5,65
2026-04-27 13F Truist Financial Corp 834.410 0,78 32.425 -1,08
2026-01-20 13F Fundamentun, Llc 4.064.248 2,62 160.904 5,34
2026-01-28 13F Confluence Wealth Services, Inc. 29.110 14,97 1.152 18,03
2026-04-13 13F Winthrop Advisory Group LLC 321.678 -0,26 12.500 -2,10
2026-02-12 13F Brinker Capital Investments, LLC 1.615.975 3,50 63.976 6,24
2026-01-12 13F Ryan Investment Management, Inc. 6.009 0,00 238 2,60
2026-04-27 13F Pensionmark Financial Group, Llc 46.662 7,54 1.813 5,59
2026-04-27 13F ATLas Financial Planning LLC 9.490 0,21 369 -1,60
2026-02-14 13F Howe & Rusling Inc 1.907 0,00 75 2,74
2026-02-13 13F Change Path, LLC 345.912 1,11 13.695 3,78
2026-04-15 13F Fortitude Family Office, LLC 3.333 0,00 130 -1,53
2026-04-20 13F Clune & Associates, Ltd. 245.839 2,72 9.553 0,83
2026-01-14 13F Disciplined Equity Management, Inc. 39.180 7,76 1.551 10,63
2026-04-17 13F Aspen Capital Management, LLC 1.492.918 8,55 58.015 6,55
2026-04-21 13F Parker Financial LLC 969.768 2,61 37.533 0,31
2026-02-12 13F Financial Engines Advisors L.L.C. 3.066.683 -3,36 121.410 -0,80
2026-02-05 13F BlueChip Wealth Advisors LLC 5.461 -6,02 216 -3,57
2026-04-27 13F Wbh Advisory Inc 16.464 0,00 644 -1,08
2026-04-08 13F Sandbox Financial Partners, LLC 7.522 0,25 292 -1,68
2025-11-10 13F Lion Street Advisors, LLC 7.356 -79,03 207 -83,53
2026-04-21 13F Keystone Financial Group, Inc. 151.343 -5,04 5.881 -6,78
2026-04-27 13F Oxbow Advisors, LLC 10.907 0,00 424 -1,86
2026-04-14 13F Sensenig Capital Advisors, Inc 374.449 -4,02 14.551 -5,79
2026-04-27 13F Revisor Wealth Management LLC 19.221 0,00 747 -4,73
2026-02-03 13F Ballentine Partners, LLC 46.170 0,00 1.828 2,64
2026-01-30 13F Pvg Asset Management Corp 5.508 0,00 218 2,83
2025-11-06 13F Wealthstream Advisors, Inc. 5.084.210 2,42 196.098 10,22
2026-04-24 13F Medallion Wealth Advisors, LLC 471 -13,89 18 -14,29
2026-01-29 13F Guardian Asset Advisors, LLC 9.207 23,83 364 27,27
2026-02-13 13F Kayne Anderson Rudnick Investment Management Llc 7.299 -24,28 289 -22,37
2026-02-17 13F SwitchPoint Financial Planning, LLC 713.645 1,51 28.253 4,20
2026-02-13 13F Excelsior Advisor Network LLC 146.217 5.789
2026-02-17 13F XTX Topco Ltd 0 -100,00 0
2026-01-26 13F Whittier Trust Co Of Nevada Inc 10.303 0,00 417 4,51
2026-02-09 13F Hantz Financial Services, Inc. 9.977 -1,49 0
2026-02-17 13F Vertex Planning Partners, LLC 5.115 203
2026-02-04 13F Meridian Wealth Management, LLC 102.898 -0,91 4.074 1,70
2026-02-13 13F Visionary Wealth Advisors 529.844 11,70 20.977 14,65
2026-02-17 13F Wheels Up Wealth, Inc. 751.008 29.732
2026-04-16 13F Prairiewood Capital, LLC 6.692 0,00 260 -1,52
2026-04-22 13F Gemmer Asset Management LLC 282.569 1,75 10.981 -0,13
2026-02-03 13F Retirement Planning Group 102.318 0,01 4.051 2,64
2026-04-22 13F First Financial Group Corp 156.651 1,44 6.087 -0,43
2026-02-06 13F Copia Wealth Management 1.910 0,00 76 2,74
2026-02-13 13F E6 Portfolios, LLC 424.818 16.819
2026-04-15 13F Exchange Traded Concepts, Llc 0 -100,00 0
2026-02-11 13F Parallel Advisors, LLC 43.729 -1,82 1.731 0,82
2026-02-13 13F SRS Capital Advisors, Inc. 330.859 13.099
2026-04-13 13F Arcadia Investment Advisors Llc 1.738 0,00 68 -1,47
2026-02-02 13F Acorn Creek Capital Llc 8.036 -55,18 318 -53,98
2026-01-21 13F Modera Wealth Management, LLC 4.848.102 -2,97 191.936 -0,40
2026-02-10 13F Prospect Financial Group LLC 149.434 0,29 5.916 2,94
2026-02-17 13F Align Financial, LLC 1.811.084 1.811
2026-04-24 13F Merited Wealth, LLC 76.627 10,53 2.978 8,49
2026-04-17 13F Signal Advisors Wealth, LLC 55.116 66,53 2.142 63,44
2026-04-22 13F Sterling Wealth Advisors Inc 62.838 19,86 2.647 27,57
2026-01-15 13F Powerhouse Assets LLC 6.035 239
2026-04-16 13F Brookstone Capital Management 246.152 48,11 9.565 45,39
2026-02-17 13F Pinnacle Family Advisors, LLC 6.190 0,77 245 3,81
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-04-08 13F Accel Wealth Management 6.149 0,03 239 -2,06
2026-02-17 13F Jones Financial Companies Lllp 89.946 27,14 3.561 31,08
2026-01-22 13F Bfsg, Llc 2.164 0,00 86 2,41
2026-04-20 13F L.K. Benson & Company, P.C. 7.115 0,25 276 -1,43
2026-01-15 13F Lodestone Wealth Management LLC 6.705 0,00 265 2,71
2026-02-03 13F Winch Advisory Services, LLC 474 0,21 19 0,00
2026-02-17 13F Hilltop Holdings Inc. 28.528 50,77 1.129 54,87
2026-04-21 13F PDS Planning, Inc 101.354 76,73 3.939 73,48
2026-02-06 13F Ferguson Johnson Wealth Management Inc 299.784 12
2026-04-16 13F JDH Wealth Management, LLC 485.029 -2,36 18.848 -4,16
2026-02-17 13F Note Advisors, LLC 246.533 78,85 9.999 88,09
2026-04-27 13F Victory Financial Group, Llc 29.110 1,03 1.131 -0,79
2026-02-17 13F SageView Advisory Group, LLC 292.990 -2,59 11.599 -0,02
2026-02-09 13F Fft Wealth Management Llc 27.708 0,00 1.097 2,62
2026-04-21 13F AA Financial Advisors, LLC 740.205 28.764
2026-02-17 13F/A Vance Wealth, Inc. 1.905.792 4,67 75.450 7,43
2026-04-23 13F Harbor Investment Advisory, Llc 2.637 0,00 102 -1,92
2026-01-22 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 42.815 0,00 1.695 0,47
2026-01-26 13F Frankly Finances, LLC 9.660 382
2026-04-13 13F BKA Wealth Consulting, Inc. 27.670 20,07 1.075 17,87
2026-04-27 13F Legacy Financial Group, Inc. 549.536 -0,97 21.355 -2,79
2026-01-22 13F Bartlett & Co. Wealth Management Llc 10.255 0,00 406 2,53
2026-04-09 13F Shearwater Capital LLC 1.703.919 0,69 66.214 -1,17
2026-04-10 13F Claris Advisors, Llc / Mo / 1.651.450 0,24 64.175 -1,61
2026-02-17 13F Perennial Investment Advisors, LLC 27.949 -0,08 1.106 2,60
2026-04-27 13F Heffernan Advisory, Inc 275.385 7,95 10.701 5,96
2026-02-12 13F Empire Financial Management Company, LLC 21.537 853
2026-02-13 13F Tableaux Llc 7.739 -50,01 306 -48,74
2026-01-29 13F Advisors Capital Management, LLC 105.199 0,00 4.165 2,64
2026-02-13 13F Resources Investment Advisors, LLC. 3.939.898 9,31 155.981 12,20
2026-01-23 13F Bridgewater Advisors Inc. 206.602 -2,42 8.380 2,85
2026-02-23 13F Beaird Harris Wealth Management, LLC 49.566 0,03 1.962 2,67
2026-02-09 13F Hutchinson Capital Management/ca 133.517 -2,16 5.286 0,42
2026-04-22 13F Matauro, Llc 9.692 -2,16 377 -4,08
2026-02-03 13F Cassaday & Co Wealth Management LLC 50.831 0,00 2.012 2,65
2026-02-12 13F Great Lakes Retirement, Inc. 305.250 -1,25 12.085 1,36
2026-02-13 13F Advyzon Investment Management, LLC 35.215 52,60 1.394 56,63
2026-02-17 13F Advisor Group Holdings, Inc. 3.617.152 3,16 143.208 6,46
2026-04-21 13F Marietta Wealth Management, LLC 72.061 -0,13 2.800 -1,96
2026-01-27 13F Security Financial Services, INC. 19.939 -0,95 789 1,68
2026-04-21 13F Chapin Davis, Inc. 7.674 0,00 298 -1,65
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-01-26 13F Private Trust Co Na 114.706 5,96 4.541 8,77
2026-01-27 13F Tranquilli Financial Advisor LLC 119.429 1,07 4.728 3,75
2026-02-09 13F Kingsview Wealth Management, LLC 34.829 0,22 1.379 2,84
2026-02-02 13F Vista Capital Partners, Inc. 94.976 -8,72 3.760 -6,30
2026-02-04 13F Rockbridge Investment Management, LCC 3.528.811 4,25 139.706 7,01
2026-02-13 13F Morgan Stanley 505.370 -5,34 20.008 -2,84
2026-02-17 13F Royal Bank Of Canada 3.110.653 -1,12 123.151 1,49
2026-02-05 13F Cambridge Investment Research Advisors, Inc. 1.014.430 -32,52 40 -29,82
2026-01-28 13F Alesco Advisors Llc 0 -100,00 0
2026-01-23 13F Vestment Financial LLC 1.037.532 2,86 42.207 7,99
2026-04-21 13F Wolfstich Capital, LLC 711.057 -3,71 27.224 -6,88
2026-01-16 13F Trust Co Of Vermont 740 0,00 29 3,57
2025-11-14 13F Full Sail Capital, LLC 31.913 136,88 1.231 155,19
2026-04-16 13F Annex Advisory Services, LLC 7.539 31,71 293 29,20
2026-02-02 13F Everest Management Corp. 108.049 -5,26 4.278 -2,75
2026-01-29 13F Rockwood Wealth Management, LLC 11.598.734 5,23 459.194 8,01
2026-04-14 13F Murphy Pohlad Asset Management LLC 22.504 0,00 875 -1,80
2026-04-20 13F Tranquility Partners, LLC 30.439 0,00 1.097 -9,05
2026-02-05 13F R.P. Boggs & Co. 5.330 211
2026-02-17 13F Trustmark National Bank Trust Department 39.113 0,00 1.548 2,65
2026-02-06 13F VSM Wealth Advisory, LLC 211.021 1,01 8.352 3,66
2026-04-20 13F Apella Capital, LLC 15.724.523 13,00 661.845 20,14
2026-04-27 13F Capital Advisors Inc/ok 17.340 -3,18 674 -5,08
2026-04-15 13F ShankerValleau Wealth Advisors, Inc. 2.261.881 1,63 87.897 -0,24
2026-02-11 13F Lowe Brockenbrough & Co Inc 31.964 0,00 1.265 2,68
2026-04-20 13F Foster Victor Wealth Advisors, LLC 17.249 0,26 712 1,71
2026-02-13 13F Safeguard Investment Advisory Group, LLC 2.180.942 -4,95 86.344 -2,44
2026-04-09 13F Wedmont Private Capital 76.662 -16,65 3.096 -16,44
2026-04-15 13F Websterrogers Financial Advisors, Llc 236.059 -2,01 9.173 -3,82
2026-02-13 13F McAdam, LLC 8.437 0,00 334 2,77
2026-02-13 13F Mosaic Family Wealth Partners, Llc 0 -100,00 0
2025-11-12 13F Willow Creek Wealth Management Inc. 179.208 -0,18 6.912 7,43
2025-11-14 13F WNY Asset Management, LLC 2.006.133 8,47 77.377 16,73
2026-04-20 13F Live Oak Private Wealth LLC 59.978 35,80 2.331 33,30
2026-04-21 13F Wedbush Securities Inc 33.677 -4,13 1 0,00
2026-04-24 13F National Asset Management, Inc. 14.993 0,03 567 -4,55
2026-02-06 13F Summit Wealth Group, LLC 394.752 -1,43 15.628 1,18
2026-02-17 13F Angeles Wealth Management, Llc 9.303 0,00 368 2,79
2026-04-15 13F Monument Capital Management 11.012 0,00 428 -1,84
2026-04-13 13F Parkwoods Wealth Partners, LLC 657.444 19,26 25.548 17,07
2026-04-16 13F Sprinkle Financial Consultants LLC 21.799 1,92 847 0,12
2026-04-16 13F Financial Management Network Inc 7.700 0,00 313 1,96
2026-01-26 13F SeaBridge Investment Advisors LLC 37.542 -1,30 1.486 1,30
2026-01-23 13F Natural Investments, Llc 8.569 0
2026-02-13 13F Aptus Capital Advisors, LLC 120.636 -7,20 4.776 -4,77
2026-04-16 13F Balboa Wealth Partners 15.198 0,66 591 -1,17
2026-02-18 13F Hershey Financial Advisers, LLC 0 -100,00 0
2026-01-30 13F Torren Management, LLC 70.227 2.780
2026-02-04 13F Atlantic Union Bankshares Corp 5.902 0,24 234 2,64
2026-04-22 13F Legacy Wealth Management, Inc 6.256 0,00 243 -1,62
2026-01-29 13F Index Fund Advisors, Inc. 232.355 113,87 9.199 119,52
2026-02-17 13F Hill Investment Group Partners, LLC 515.960 -15,20 20.427 -12,95
2026-02-09 13F Keating Financial Advisory Services, Inc. 54.589 2.161
2026-02-05 13F TrueWealth Financial Partners 162.753 6.443
2026-04-21 13F Sensible Money, LLC 2.210.467 8,86 85.899 6,86
2026-02-04 13F Heritage Wealth Management, Inc. /CA/ 131.673 -0,55 5.213 2,08
2026-02-19 13F Claris Financial LLC 17.198 111,80 681 117,25
2026-04-08 13F Wealth Advisors Northwest LLC 1.507.026 9,78 58.563 7,76
2026-01-22 13F True North Advisors, LLC 109.176 36,64 4.322 40,28
2026-01-28 13F WMG Financial Advisors, LLC 0 -100,00 0
2026-02-13 13F SageOak Financial, LLC 754.119 -1,97 29.856 0,62
2026-01-23 13F Avion Wealth 278.926 -4,28 11 0,00
2026-04-22 13F BluePrint Investing LLC 111.626 0,00 4.338 -1,86
2026-02-10 13F Hazlett, Burt & Watson, Inc. 608 0
2026-01-12 13F National Wealth Management Group, LLC 17.174 0,09 680 2,72
2026-01-23 13F Evolution Advisers, Inc. 16.680 0,00 1
2026-01-28 13F N.E.W. Advisory Services LLC 607.176 2,04 24.038 4,74
2026-04-23 13F Forum Financial Management, LP 42.328.643 3,07 1.644.891 1,17
2026-02-09 13F Roundview Capital LLC 42.304 0,23 1.675 2,89
2026-04-21 13F McGlone Suttner Wealth Management, Inc. 3.783.233 1,04 147.016 -0,82
2026-04-24 13F Keb Asset Management, Llc 2.189.130 3,19 85.070 1,29
2026-04-17 13F Kaufman Rossin Wealth, LLC 142.411 -15,73 5.534 -17,28
2026-01-21 13F Prime Capital Investment Advisors, LLC 424.183 6,86 16.793 9,69
2026-04-08 13F Sax Wealth Advisors, Llc 2.042.632 -0,60 80.868 -0,60
2026-02-09 13F Harbour Investments, Inc. 11.799 -2,24 467 0,43
2026-04-23 13F McBroom & Associates, LLC 7.250 -8,23 282 -9,94
2026-04-20 13F Fiduciary Alliance LLC 13.043 -4,40 540 0,00
2026-01-29 13F Comerica Bank 1.600.324 -2,06 63.357 0,53
2026-01-29 13F Concurrent Investment Advisors, LLC 42.656 29,65 1.689 33,02
2026-01-30 13F Catalytic Wealth RIA, LLC 135.251 -3,70 5.355 -1,16
2026-02-17 13F Regal Investment Advisors LLC 10.600 0,00 420 2,70
2026-04-24 13F Squire Investment Management Company, LLC 1.125.104 7,14 43.722 5,17
2026-02-11 13F CNB Bank 9.630 0,00 381 2,70
2026-02-13 13F Storgate, LLC 47.540 1.882
2026-02-04 13F Cascade Wealth Advisors, Inc 57.612 -1,08 2.356 3,33
2025-10-29 13F Inspire Advisors, LLC 0 -100,00 0
2026-04-13 13F Market Street Wealth Management Advisors Llc 8.987 0,00 349 -1,69
2026-02-02 13F Nicholas Hoffman & Company, LLC. 178.814 -1,46 7.079 1,16
2026-04-15 13F Mogy Joel R Investment Counsel Inc 6.740 -8,67 262 -10,62
2026-02-10 13F/A Northwestern Mutual Wealth Management Co 585.019 -0,97 23.161 1,65
2026-02-11 13F LPL Financial LLC 17.742.346 1,39 702.419 4,07
2026-04-15 13F Wealthcare Capital Management Llc 8.966 0,02 348 -1,69
2026-02-17 13F Citadel Advisors Llc Call 0 -100,00 0
2026-01-27 13F Legacy Advisors, LLC 238.363 0,00 9.437 2,64
2026-02-11 13F United Wealth Management, LLC 3.609.921 1,95 142.917 4,65
2026-02-12 13F Mason Investment Advisory Services, Inc. 38.862 -0,59 1.539 2,06
2026-04-08 13F Beacon Financial Strategies CORP 790.195 0,00 30.707 -1,84
2026-04-22 13F Citrine Capital LLC 29.388 19,83 1.142 17,73
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-02-20 13F Capstone Wealth Management, Inc. 1.034.677 41.015
2026-04-22 13F SimpliFi, Inc. 8.516 0,00 331 -2,08
2026-01-21 13F Elwood & Goetz Wealth Advisory Group, LLC 10.667 -61,47 422 -60,45
2026-02-06 13F Trajan Wealth LLC 499.485 -3,12 19.775 -0,55
2026-02-12 13F Moneta Group Investment Advisors Llc 378.452 5,30 14.983 8,09
2026-01-07 13F Holistic Financial Partners 8.716 0,23 345 2,99
2026-02-04 13F VanderPol Investments L.L.C. 17.074 10,70 676 12,13
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 10.513 409
2026-02-17 13F Russell Investments Group, Ltd. 67 -96,86 3 -97,56
2026-04-27 13F Marotta Asset Management 10.202 -0,08 399 -1,24
2026-01-29 13F M Wealth Management, LLC 116.649 -7,66 4.618 -5,21
2026-02-12 13F Jane Street Group, Llc 0 -100,00 0 -100,00
2026-01-30 13F Sage Rhino Capital Llc 19.391 0,31 768 2,95
2026-02-06 13F Global Retirement Partners, LLC 177.130 0,25 7.013 2,91
2026-01-27 13F Waterfront Wealth Inc. 296.768 0,07 12.108 6,08
2026-02-10 13F Sittner & Nelson, Llc 1.497 0,00 62 7,02
2026-01-14 13F/A TABR Capital Management, LLC 6.284 249
2026-04-14 13F Austin Wealth Management, LLC 185.326 -44,27 7.298 -45,74
2026-01-26 13F Asset Dedication, LLC 4.350.772 2,07 172.247 4,77
2026-04-22 13F Abundance Wealth Counselors 14.223 553
2026-04-27 13F Sound Income Strategies, LLC 2.588 0,00 101 -3,81
2026-04-13 13F Ullmann Financial Group, Inc. 8.226 0,48 320 0,00
2026-02-06 13F Geometric Wealth Advisors 8.570.969 0,78 339.325 3,45
2026-01-30 13F Valued Wealth Advisors LLC 154.748 -0,42 6.126 2,22
2026-02-06 13F Pnc Financial Services Group, Inc. 53.075 0,00 2.101 2,64
2026-02-11 13F IMA Wealth, Inc. 43.095 -0,12 1.706 2,52
2026-02-17 13F Pinnacle Financial Partners, Inc. 6.919 274
2025-10-28 13F Copperleaf Capital, LLC 159.338 -2,65 6.146 4,76
2026-04-23 13F SJS Investment Consulting Inc. 9.231.772 1,32 358.747 -0,55
2026-02-11 13F Symphony Financial, Ltd. Co. 30.391 0,23 1.213 4,30
2026-02-17 13F Evercore Wealth Management, LLC 10.182 0,00 403 2,81
2026-04-17 13F Vermillion Wealth Management, Inc. 36.454 0,54 1.417 -1,32
2026-04-21 13F Financial Council Asset Management Inc 166.234 3,62 6.460 1,70
2026-04-13 13F Cypress Point Wealth Management, LLC 1.377.960 5,43 53.548 3,49
2026-02-11 13F Capital Group Private Client Services, Inc. 56.951 -83,51 2.255 -83,07
2026-04-06 13F WASHINGTON TRUST Co 28.438 0,00 1.105 -1,78
2026-02-17 13F Abel Hall, LLC 1.058.653 2,36 41.912 5,07
2026-01-29 13F Ashton Thomas Private Wealth, LLC 70.526 1,70 2.792 4,41
2026-04-16 13F Vested Financial Planning, LLC 980.912 -0,15 38.118 -1,99
2026-02-03 13F Mma Asset Management Llc 0 -100,00 0
2026-02-06 13F Platt Wealth Management LLC 12.665 1
2026-04-21 13F Creative Capital Management Investments LLC 1.623.989 2,49 63.108 0,60
2026-01-20 13F Aspiriant, Llc 320.175 0,00 12.676 2,65
2026-04-10 13F OMNI 360 Wealth, Inc. 31.207 0,18 1.213 -4,11
2026-04-15 13F Trellis Wealth Advisors LLC 982.700 2,82 38.188 0,92
2026-01-13 13F Synergy Financial Management, LLC 8.210 -66,67 325 -64,09
2026-04-23 13F Intrua Financial, LLC 14.526 35,10 564 32,71
2026-01-15 13F Cherry Creek Investment Advisors, Inc. 18.157 0,00 719 2,57
2026-01-23 13F Keener Financial Planning LLC 72.937 16,55 3 0,00
2026-04-08 13F Lakeridge Wealth Management LLC 66.159 -5,32 2.571 -7,09
2026-02-17 13F Wealth Management Strategies, Inc. 612.771 4,26 24.260 7,01
2026-04-23 13F Arbor Wealth Advisors LLC 115.776 0,00 4.499 -1,83
2026-04-21 13F SpringVest Wealth Management LLC 6.068 0,00 236 -2,08
2026-02-04 13F Biltmore Family Office, LLC 629 0,00 25 0,00
2026-04-22 13F Foundation Wealth Management, LLC\PA 275.950 -3,92 10.723 -5,69
2026-02-12 13F Tandemgrowth Financial Advisors Llc 305.252 12.085
2026-04-20 13F Riverchase Wealth Management, Llc 400.075 -4,61 15.547 -6,37
2026-04-22 13F HFG Wealth Management, LLC 63.483 10,62 2.467 8,59
2026-04-17 13F RFG Advisory, LLC 104.763 -18,26 4.071 -19,77
2026-02-09 13F Goepper Burkhardt LLC 0 -100,00 0
2026-04-17 13F Discipline Wealth Solutions, LLC 2.333.696 45,82 90.687 43,13
2026-04-24 13F Horizon Wealth Management, LLC 9.442 -0,56 367 -2,40
2026-02-10 13F Cherry Tree Wealth Management, LLC 311.253 -1,81 12.323 0,79
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 8.031 0,00 312 -1,58
2026-04-10 13F Sar Wealth Management Group, Llc 20.626 0,26 802 -1,60
2026-04-21 13F Wallace Advisory Group, LLC 9.705 0,26 377 -1,57
2026-04-16 13F Ellsworth Advisors, LLC 6.560 -17,67 255 -21,60
2026-02-11 13F Stirlingshire Investments, Inc. 52.038 2.060
2026-04-22 13F SC&H Financial Advisors, Inc. 2.184.097 0,50 84.874 -1,35
2026-04-22 13F Avise Financial Cooperative, Inc. 37.210 1.446
2026-02-13 13F Icon Wealth Advisors, LLC 18.672 -56,24 739 -55,08
2026-04-20 13F Pathfinder Wealth Consulting, Inc. 37.077 -1,41 1.441 -3,23
2026-04-23 13F Summit Wealth Group Llc / Co 100.980 9,19 3.924 7,18
2026-02-03 13F We Are One Seven, LLC 25.461 -0,96 1.008 1,72
2026-02-11 13F Group One Trading, L.p. 0 -100,00 0
2026-02-13 13F Lauterbach Financial Advisors, LLC 1.249.821 -1,09 49.480 1,52
2026-02-05 13F Thrivent Financial For Lutherans 290.879 1.986,20 12
2026-04-15 13F Horizon Financial Services, Llc 0 0
2026-02-13 13F Gts Securities Llc 0 -100,00 0
2026-04-21 13F Buttonwood Financial Advisors Inc. 85.618 -2,99 3.327 -4,78
2026-01-29 13F Golden State Equity Partners 5.291 209
2026-02-06 13F Red Wave Investments LLC 262.428 -0,77 10.390 1,85
2026-02-10 13F Vantus Wealth LLC 15.302 606
2026-01-23 13F Arbor Investment Advisors, LLC 0 -100,00 0
2026-02-11 13F Jpmorgan Chase & Co 1.739.921 0,26 68.883 2,91
2026-04-15 13F Gradient Capital Advisors, LLC 25.524 2,91 992 1,02
2026-02-11 13F O'shaughnessy Asset Management, Llc 119.367 -1,58 4.726 1,03
2026-02-13 13F Parkside Financial Bank & Trust 53.606 0,87 2.122 3,56
2026-04-14 13F Lockerman Financial Group, Inc. 13.133 -2,91 510 -4,67
2026-04-20 13F SILVER OAK SECURITIES, Inc 30.278 -15,66 1.177 -17,88
2026-02-18 13F Beacon Pointe Advisors, LLC 5.975.927 6,33 236.587 9,14
2026-02-04 13F ESG Planning 5.608 0,23 222 3,26
2026-02-03 13F Diversify Wealth Management, Llc 359.960 -7,25 14.632 -3,41
2026-01-23 13F Diversify Advisory Services, LLC 84.002 221,85 3.418 235,76
2026-01-23 13F Ti-trust, Inc 17.375 -5,54 688 -3,10
2026-02-09 13F Integrity Advisory Solutions, LLC 2.725.874 9,96 107.917 12,87
2026-02-17 13F GeoWealth Management, LLC 4.843.821 2,44 191.767 5,15
2026-04-06 13F Washington Trust Advisors, Inc. 30.295 55,10 1.177 52,26
2026-02-13 13F Ieq Capital, Llc 125.241 -0,50 4.958 2,14
2026-02-13 13F/A Abound Financial, Llc 3.439 136
2026-01-27 13F Autumn Glory Partners, LLC 17.584 0,00 696 2,65
2026-02-10 13F Greenspring Advisors, LLC 13.253.011 74,26 524.687 78,86
2026-02-04 13F 49 Wealth Management, Llc 68.930 3,22 2.729 5,94
2026-04-27 13F Tsfg, Llc 31 0,00 0
2026-04-14 13F Rf&l Wealth Management, Llc 283.137 -0,59 11.003 -2,42
2026-02-02 13F Triune Financial Partners, LLC 3.630.425 -0,72 147.686 4,71
2026-04-08 13F Evanson Asset Management, LLC 3.991.743 -0,26 155.119 -2,10
2026-04-08 13F Cambridge Financial Group, LLC 757.454 11,59 29.435 24,88
2026-04-24 13F ERn Financial, LLC 27.894 0,06 1.084 -1,81
2026-01-16 13F Selective Wealth Management, Inc. 43.461 128,78 1.772 141,42
2026-02-10 13F Bridges Investment Management Inc 6.000 0,00 238 2,60
2026-04-13 13F True Wealth Design, LLC 1.400.761 2,69 54.434 0,80
2026-04-16 13F CWC Advisors, LLC. 5.347 0,00 208 -1,90
2026-04-27 13F Tanglewood Legacy Advisors, LLC 0 -100,00 0
2026-04-27 13F Baer Investment Advisory LLC 29.110 1.131
2026-02-09 13F Family Office Research LLC 324.951 -1,60 12.995 2,03
2026-02-23 13F Forthright Family Wealth Advisory LLC 293.543 2,01 11.621 4,71
2026-02-13 13F Smartleaf Asset Management LLC 1.598.205 602,75 63.784 628,71
2026-02-13 13F Commerce Bank 32.451 0,41 1.285 3,05
2026-02-17 13F Donalies Financial Planning, LLC 321.727 12.737
2026-04-17 13F CENTRAL TRUST Co 62.792 -1,58 2.440 -3,37
2026-02-06 13F Axxcess Wealth Management, Llc 830.901 454,53 32.895 469,22
2026-02-09 13F Schwarz Dygos Wheeler Investment Advisors Llc 123.746 -4,67 4.899 -2,14
2026-02-17 13F Wealth Architects, LLC 153.848 2,38 6.091 5,07
2026-01-20 13F Maryland Capital Advisors Inc. 1.616 -13,26 64 -11,27
2026-04-07 13F Anderson Hoagland & Co 19.248 0,00 748 -1,97
2026-04-16 13F Clark Asset Management, LLC 118.729 13,82 4.614 11,72
2025-11-05 13F B.O.S.S. Retirement Advisors, LLC 0 -100,00 0
2026-04-16 13F Kure Advisory, LLC 85.495 4,19 3.322 2,28
2026-02-12 13F Commonwealth Equity Services, Llc 7.956.573 -7,86 315.001 94.494,59
2026-04-21 13F Forteris Wealth Management Inc. 95.423 -3,87 3.708 -5,62
2026-04-21 13F Highland Financial Advisors, LLC 12.807 -8,98 498 -10,77
2026-02-04 13F LRI Investments, LLC 2.333.788 -2,00 92.395 0,60
2026-02-03 13F Manning & Napier Advisors Llc 24 0,00 1
2026-04-24 13F UMA Financial Services, Inc. 138.826 -0,62 5.395 -2,46
2026-04-27 13F Albion Financial Group /ut 8.288 0,00 322 -1,83
2026-04-21 13F Mayport, Llc 19.005 0,00 739 -1,86
2026-02-17 13F Raymond James Financial Inc 4.556.413 30,28 180.388 33,72
2026-02-06 13F Shakespeare Wealth Management, Inc. 49.820 1,32 1.972 4,01
2026-02-06 13F Northwest Wealth Advisors, LLC 21.595 855
2026-02-17 13F Wiley Bros.-aintree Capital, Llc 14.052 46,56 556 50,68
2026-04-08 13F Clarus Wealth Advisors 0 -100,00 0
2026-01-15 13F Sollinda Capital Management LLC 7.706 305
2026-04-10 13F GEM Asset Management, LLC 148.065 0,28 5.754 -3,26
2026-02-09 13F HBK Sorce Advisory LLC 32.757 1.353
2026-02-11 13F M Holdings Securities, Inc. 298.856 0,91 12 0,00
2026-02-13 13F Golden State Wealth Management, LLC 10.283 -18,01 407 -15,73
2026-02-09 13F Huntington National Bank 147 -29,13
2026-04-21 13F Mesirow Financial Investment Management, Inc. 284.811 98,79 11.068 95,12
2026-02-13 13F Retirement Capital Strategies 7.114 0,00 282 2,55
2026-04-23 13F Caliber Wealth Management, LLC / KS 49.438 -0,29 1.921 -2,09
2026-04-22 13F TruNorth Capital Management, LLC 43.758 53,43 1.700 50,58
2026-04-16 13F Ironwood Financial, llc 6.509 0,00 253 -4,55
2026-04-14 13F Vestia Personal Wealth Advisors 603.957 33,05 19.654 8,89
2026-01-28 13F CAPROCK Group, Inc. 81.688 0,08 3.234 4,97
2026-02-17 13F Mpwm Advisory Solutions, Llc 0 -100,00 0
2026-01-30 13F Oakwell Private Wealth Management, LLC 26.857 -3,58 1.063 -1,02
2026-01-16 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 715.356 -0,11 28.321 2,53
2026-04-20 13F Threadgill Financial, Llc 15.705 0,00 610 -1,77
2026-02-17 13F Principal Street Partners, LLC 10.257 0,00 406 2,78
2026-04-23 13F TFC Financial Management 3.137 0,00 122 -2,42
2026-02-04 13F Timonier Family Office, LTD. 9.253 -32,41 366 -30,68
2026-04-27 13F HTG Investment Advisors, Inc. 881.511 3,42 34.256 1,51
2026-01-27 13F Vista Finance, Llc 11.992 0,00 475 2,60
2026-02-03 13F Crestwood Advisors Group LLC 0 -100,00 0 -100,00
2026-04-23 13F Embree Financial Group 6.837 0,00 266 -1,85
2026-01-09 13F 180 Wealth Advisors, Llc 9.869 4,24 391 6,85
2026-01-14 13F Donaldson Capital Management, Llc 21.126 1,94 836 4,63
2026-04-10 13F Perigon Wealth Management, LLC 1.536.303 -0,50 59.701 -2,33
2026-01-12 13F CVA Family Office, LLC 468.583 0,50 18.551 3,16
2026-02-06 13F Aviance Capital Partners, LLC 62.044 0,18 2.456 2,85
2026-02-13 13F WPWealth LLP 135.123 -3,39 5.350 -0,83
2026-02-11 13F Franklin Resources Inc 2.600 0,00 103 2,00
2026-02-17 13F Advisory Services Network, LLC 28.514 7,16 1.129 9,94
2026-04-20 13F TFB Advisors LLC 0 -100,00 0
2026-04-21 13F RCS Financial Planning, LLC 682.997 -3,31 26.541 -5,10
2026-01-28 13F Core Wealth Management, Inc. 3.028.721 -0,40 119.907 2,24
2026-02-13 13F Glen Eagle Advisors, LLC 10.778 0,00 427 2,65
2026-02-17 13F Clark Capital Management Group, Inc. 21.192 -1,95 839 0,60
2026-02-13 13F Nicolet Advisory Services, Llc 89.230 -19,41 3.633 -15,12
2026-02-06 13F Cedar Wealth Management, LLC 302.298 0,00 11.968 2,64
2026-02-13 13F MAI Capital Management 143.665 -0,28 5.688 2,36
2026-04-14 13F Onyx Financial Advisors, LLC 3.676.377 1,35 142.864 -0,52
2026-04-22 13F Apollon Wealth Management, LLC 141.654 0,15 5.505 -1,70
2026-01-20 13F Stratos Wealth Advisors, LLC 106.951 0,19 4.234 2,84
2026-02-11 13F Modus Advisors, LLC 3.886 154
2026-04-08 13F Aurelius Family Office LLC 690.093 -2,58 26.817 -5,71
2026-04-20 13F Ritholtz Wealth Management 5.681 -0,86 221 -2,65
2025-11-17 13F Avondale Wealth Management 0 -100,00 0
2026-02-17 13F Captrust Financial Advisors 839.263 -0,32 33.226 2,31
2025-10-28 13F Pinnacle Financial Partners Inc 17.883 0,00 690 7,66
2026-04-10 13F Abound Wealth Management 3.490 0,00 136 -2,17
2026-04-07 13F Cooper Financial Group 25.882 -23,60 1.006 -25,06
2026-02-06 13F New Millennium Group LLC 3.893 -25,18 154 -23,00
2026-02-05 13F Blume Capital Management, Inc. 17.308 -16,22 685 -13,94
2026-04-23 13F Mayflower Financial Advisors, LLC 9.409 366
2026-04-21 13F Nemes Rush Group LLC 226 9
2026-02-17 13F VestGen Advisors, LLC 6.803 269
2026-04-08 13F DiNuzzo Private Wealth, Inc. 917.351 1,03 35.648 -0,83
2026-04-24 13F True Blue Financial, LLC 158.243 -2,47 6.149 -4,27
2026-02-06 13F Mach-1 Financial Group, Inc. 8.692 -99,65 344 -99,64
2025-11-13 13F Glenmede Investment Management, LP 4.380 0,00 169 7,69
2026-01-29 13F DecisionPoint Financial, LLC 3.745.838 5,78 148.298 8,33
2026-04-21 13F Pinnacle Associates Ltd 13.921 -4,70 541 -6,57
2026-02-11 13F Gaddis Premier Wealth Advisors LLC 11.401 451
2026-02-18 13F Vident Advisory, LLC 9.089 -2,94 360 -0,55
2026-04-27 13F Level Wealth Management LLC 63.186 24,41 2.455 22,14
2026-02-02 13F McCarthy Grittinger Financial Group, LLC 799.156 -0,20 31.639 2,44
2026-02-12 13F Brown Brothers Harriman & Co 3.000 0,00 119 2,61
2026-04-24 13F BetterWealth, LLC 2.830.509 1,05 109.994 -0,81
2026-04-17 13F Bell Investment Advisors, Inc 13.196 0,00 513 -1,92
2026-01-27 13F Institute for Wealth Management, LLC. 18.091 -24,18 716 -22,17
2026-02-17 13F Fmr Llc 372.256 13,15 14.738 16,14
2026-04-07 13F Farther Finance Advisors, LLC 1.581.883 51,77 61.883 49,97
2026-02-11 13F Clifford Swan Investment Counsel Llc 18.522 -6,93 733 -4,43
2026-04-01 13F Helen Stephens Group, LLC 782.288 10,39 30.400 8,35
2026-04-20 13F Global Financial Private Client, LLC 66.920 330,52 2.601 322,76
2026-04-22 13F Aegis Wealth Management LLC 105.815 1,26 4.112 -0,63
2026-04-15 13F Rs Crum Inc. 1.288.252 3,25 50.061 1,35
2026-04-22 13F Cornerstone Wealth Group, LLC 10.065 0,00 422 5,78
2026-02-17 13F RMB Capital Management, LLC 97.805 0,02 3.872 2,68
2026-02-17 13F Running Point Capital Advisors, LLC 144.446 -1,65 5.719 0,95
2026-04-24 13F Oakworth Capital, Inc. 47.412 -0,00 1.842 -1,86
2026-04-13 13F Affinity Capital Advisors, LLC 25.646 0,00 997 -1,87
2026-02-05 13F Passive Capital Management, LLC. 1.348.728 3,56 53.396 6,30
2026-04-14 13F Approach Retirement Advisors, LLC 515.428 1,70 20.030 -0,17
2026-02-06 13F Ruedi Wealth Management, Inc. 2.333.207 7,93 92.372 10,78
2026-02-13 13F OpenArc Corporate Advisory, LLC 56.184 2.224
2026-04-20 13F Keudell/Morrison Wealth Management 698.277 54,44 27.135 51,60
2026-04-20 13F Peirce Capital Management, LLC 799.514 -0,73 31.069 -2,56
2026-01-23 13F Optima Capital Llc 204.859 -0,82 8.110 1,81
2026-02-11 13F Hughes Financial Services, LLC 1.545 0,00 61 1,67
2026-02-17 13F KM Capital Management Ltd. 58.675 0,23 2.323 2,88
2026-04-16 13F Capital Investment Advisors, LLC 17.448 54,35 678 51,68
2026-02-11 13F First American Trust, Fsb 8.478 336
2026-04-14 13F Wealthcare Advisory Partners LLC 956.946 -38,22 37.187 -39,36
2026-01-22 13F Yarger Wealth Strategies, Llc 71.075 -0,67 2.814 1,96
2025-11-05 13F Concord Asset Management, LLC/VA 0 -100,00 0
2026-04-23 13F Bridge Generations Wealth Management Llc 777.411 2,48 30.210 0,59
2026-04-13 13F Woodside Wealth Management LLC 220.439 0,19 8.566 -1,65
2026-02-13 13F Mariner, LLC 3.764.666 1,71 149.049 4,40
2026-01-27 13F Summit Financial Strategies, Inc. 9.240 0,00 366 2,53
2026-04-24 13F Root Financial Partners, LLC 439.940 3,13 17.096 1,23
2026-02-04 13F Midwest Trust Co 157.707 -1,51 6.244 1,08
2026-04-16 13F Sheets Smith Wealth Management 5.663 0,25 220 -1,35
2026-02-06 13F Financial Synergies Wealth Advisors, Inc. 32.603 0,23 1.291 2,87
2026-04-22 13F Capital Investment Management, Inc. 51.714 -0,52 2.010 -2,33
2026-02-05 13F 1620 Investment Advisors, Inc. 1.025 41
2026-04-23 13F Fairman Group, LLC 10.674 0,25 415 -1,66
2026-02-17 13F Citadel Advisors Llc Put 20.000 -0,50 792 2,06
2026-01-29 13F Aprio Wealth Management, LLC 139.500 -1,42 5.523 1,17
2026-02-13 13F Seaside Wealth Management, Inc. 67.152 -0,02 2.659 2,63
2026-02-02 13F Vantage Point Financial LLC 985.172 7,74 39.003 10,58
2026-01-30 13F Innealta Capital, Llc 0 -100,00 0
2026-01-30 13F Opus Capital Group, LLC 5.395 0,00 0
2026-02-11 13F Cerity Partners LLC 3.995.456 -1,07 158.180 1,55
2026-04-09 13F Firethorn Wealth Partners, Llc 424.719 4,67 16.505 2,74
2026-04-13 13F St Germain D J Co Inc 25.704 -0,76 999 -2,63
2026-04-23 13F Chicago Capital, LLC 7.167 0,00 279 -1,77
2026-04-15 13F Signature Estate & Investment Advisors Llc 18.835 0,14 732 -1,75
2026-04-23 13F Guardian Wealth Management, LLC 6.803 2,47 264 0,76
2026-03-12 13F Nalls Sherbakoff Group, Llc 2.225 7.316,67 88
2026-01-21 13F Leading Edge Financial Planning LLC 7.943 16,40 314 19,39
2026-02-13 13F Integrity Investment Advisors, LLC 40.329 -15,30 1.597 -13,07
2026-02-12 13F Providence Capital Advisors, LLC 15.203 0,00 602 2,56
2026-01-30 13F Rogco, Lp 12.760 505
2026-02-11 13F Kilner Capital Advisors, Llc 530.877 21.017
2026-02-02 13F Montag A & Associates Inc 30.235 0,00 1.197 2,66
2026-02-03 13F Sequoia Financial Advisors, LLC 455.552 -0,06 18.035 2,58
2026-02-12 13F Summit Financial, LLC 18.987 0,04 752 2,60
2026-02-18 13F Vermillion & White Wealth Management Group, LLC 951 26,97 38 32,14
2026-02-03 13F Silver Oak Advisory Group, Inc. 400.421 0,63 16 0,00
2026-02-13 13F B&D White Capital Company, LLC 875.107 0,64 34.645 3,30
2026-04-27 13F Beacon Financial Advisory LLC 22.285 0,00 866 -1,93
2026-01-20 13F HBE Wealth Management, LLC 149.817 5.931
2026-04-22 13F Bay Capital Advisors, LLC 11.518 -33,46 448 -34,74
2026-04-24 13F KPP Advisory Services LLC 19.248 -0,26 748 -2,23
2026-02-13 13F Fort Point Capital Partners LLC 246.258 -4,17 10.042 1,32
2026-04-21 13F E&G Advisors, LP 6.985 -9,87 271 -11,44
2026-04-24 13F Bedminster, LLC 10.125 -5,63 393 -7,31
2026-01-12 13F Kozak & Associates, Inc. 0 -100,00 0
2026-02-03 13F LJI Wealth Management, LLC 83.526 353,28 3.307 365,63
2026-04-17 13F Visionary Horizons, LLC 14.075 -3,36 547 -5,21
2026-02-10 13F Chico Wealth RIA 1.684.338 1,84 66.683 4,54
2026-04-23 13F Kerntke Otto McGlone Wealth Management Group 81.789 -24,27 3.178 -25,66
2026-01-16 13F Beaumont Financial Advisors, LLC 5.167 205
2026-01-22 13F Jackson Thornton Asset Management, Llc 4.844.024 0,18 196.135 4,40
2026-04-08 13F Pioneer Wealth Management Group 90.597 11,21 3.521 9,15
2026-02-14 13F Rockefeller Capital Management L.P. 402.832 -22,26 15.948 -20,20
2026-02-02 13F Summit Wealth & Retirement Planning, Inc. 6.885 0,00 273 2,64
2026-04-23 13F Accurate Wealth Management, LLC 65.637 4,96 2.658 4,48
2026-02-17 13F Hanover Advisors Inc 9.890 0,82 392 3,44
2026-01-14 13F Brewster Financial Planning LLC 35.885 -1,74 1.421 0,85
2026-04-17 13F Demming Financial Services Corp /adv 1.239.464 1,86 48.166 -0,02
2026-02-19 13F Atomi Financial Group, Inc. 13.151 -57,04 521 -55,93
2026-01-28 13F Emprise Bank 0 -100,00 0
2026-04-23 13F J.w. Cole Advisors, Inc. 35.898 -32,11 1.395 21,43
2026-02-12 13F Empower Advisory Group, LLC 24.102 77,66 954 82,41
2026-04-15 13F Andrews, Lucia Wealth Management Llc 1.698.938 -8,11 66.021 -9,80
2026-02-06 13F Evoke Wealth, Llc 78.214 1,85 3.096 4,56
2026-01-30 13F Pure Portfolios Holdings Llc 11.864 0,17 470 2,85
2026-04-03 13F Global Wealth Strategies & Associates 1.433 -3,37 56 -5,17
2026-04-20 13F Williams & Novak, LLC 6.872 0,00 269 -1,47
2026-01-29 13F Concord Wealth Partners 83.311 0,81 3.298 3,48
2026-04-08 13F Selby Wealth Management, LLC 6.301 0,00 245 -2,01
2026-04-20 13F Longview Financial Advisors LLC 697.083 1,46 27.089 -0,41
2026-02-17 13F Family Management Corp 0 -100,00 0
2026-02-11 13F Cedar Point Capital Partners, LLC 32.274 0,00 1.278 2,65
2026-02-12 13F Cutler Investment Counsel Llc 11.475 0,00 454 2,71
2026-02-11 13F Curio Wealth, Llc 114.469 10,58 4.594 15,06
2026-04-09 13F CRA Financial Services, LLC 24.193 0,00 940 -1,78
2026-04-08 13F Leonard Rickey Investment Advisors P.L.L.C. 1.000.413 7,54 38.876 5,56
2026-02-10 13F Financial Harvest, LLC 642.432 4,82 25.434 7,59
2026-01-07 13F Permanent Capital Management, LP 5.250 0,00 208 2,48
2026-04-08 13F LifeGuide Financial Advisors, LLC 756.251 12,73 29.388 10,09
2026-02-06 13F Entrust Financial Llc 419.537 16.609
2026-01-30 13F American Capital Advisory, LLC 703.849 -2,10 27.865 0,49
2026-02-13 13F Citigroup Inc 177.832 23,77 7.040 27,05
2026-04-14 13F HMV Wealth Advisors, LLC 184.640 4,72 7.175 2,79
2026-02-06 13F Lutz Financial Services LLC 896.946 7,23 35.510 10,07
2026-01-29 13F UBS Group AG 1.377.498 -0,43 54.535 2,21
2026-02-12 13F BlackRock, Inc. 68.162 88,72 2.699 93,68
2025-11-06 13F Financial Advocates Investment Management 8.488 -89,53 327 -88,75
2026-01-27 13F/A Capital Performance Advisors Llp 1.475.990 -1,57 58.434 1,04
2026-02-05 13F Pinnacle Financial Group, LLC / IL 542.531 1,21 21.479 3,88
2026-02-11 13F CoreFirst Bank & Trust 3.680 0,00 146 2,84
2026-02-10 13F Bbr Partners, Llc 9.709 0,23 384 2,95
2026-04-24 13F Abacus Wealth Partners, LLC 149.383 -0,55 5.805 -2,37
2026-02-17 13F Parvin Asset Management, LLC 500 0,00 20 0,00
2026-02-10 13F Johnson Financial Group, LLC 15.089 0,00 597 2,75
2026-04-14 13F Plancorp, LLC 10.336.005 -0,89 418.505 1,37
2026-04-23 13F Capstone Capital Wealth Advisors 1.839.261 1,31 71.474 -0,55
2026-04-08 13F Graves-Light Private Wealth Management, Inc. 6.987 1,82 272 0,00
2026-02-17 13F Gladstone Institutional Advisory LLC 7.291 13,53 289 16,60
2026-02-12 13F Kovack Advisors, Inc. 25.894 25,56 849 6,79
2026-01-21 13F Capital Investment Advisory Services, LLC 309 0,00 12 9,09
2026-02-13 13F Heritage Wealth Advisors 31.658 -2,31 1.253 0,32
2026-02-10 13F Fortis Advisors, LLC 26.223 0,23 1.038 2,87
2026-02-06 13F Larson Financial Group LLC 55.714 0,21 2.206 2,85
2026-04-07 13F Five Oceans Advisors 362.046 -3,49 14.069 -5,27
2026-04-23 13F Global Trust Asset Management, LLC 6.348 0,00 247 -1,99
2026-02-12 13F Caerus Investment Advisors, LLC 126.041 0,00 4.990 2,63
2026-04-13 13F Gibraltar Capital Management, Inc. 28.976 0,00 1.126 -1,83
2025-11-12 13F Park Square Financial Group, LLC 0 -100,00 0
2026-04-15 13F Eaton Financial Holdings Company, LLC 88.078 1,10 3.423 -0,75
2026-04-22 13F Pinnacle Bancorp, Inc. 3.485 -3,33 135 -4,93
2026-02-12 13F Burk Holdings LLC 11.307 0,47 448 3,00
2026-02-05 13F Stephens Inc /ar/ 6.872 0,00 272 2,64
2026-01-26 13F Oceanside Advisors LLC 329.564 -0,30 13.047 2,34
2026-04-16 13F Phillips Financial Management, Llc 720.781 -2,83 28.010 -4,62
2026-04-14 13F Prospera Financial Services Inc 151.997 26,29 5.907 23,97
2026-01-27 13F Busey Wealth Management 26.077 18,98 1.032 22,13
2026-04-23 13F DiPaolo Financial Group, Inc. 7.179 0,27 279 -1,77
2026-01-21 13F/A Efficient Advisors, LLC 1.326.179 -17,19 52.503 -15,00
2026-01-30 13F Jackson Hole Capital Partners, LLC 8.143 0,23 322 2,88
2026-04-14 13F Twin Cities Retirement Group LLC 123.214 -1,79 4.788 -3,58
2026-02-13 13F Haverford Trust Co 7.239 0,00 287 2,51
2026-02-04 13F First National Advisers, LLC 8.158 0,00 323 2,55
2026-04-27 13F Northeast Planning Associates, Inc. / Nh / 18.145 0,00 705 -1,81
2026-01-28 13F EnRich Financial Partners LLC 13.102 2,92 519 5,71
2026-02-12 13F Wealthspire Advisors, LLC 7.522.835 -2,03 297.829 0,56
2026-04-09 13F Taddei, Ludwig & Associates, Inc. 86.551 -0,33 3.363 -2,15
2026-04-10 13F AssuredPartners Investment Advisors, LLC 251.219 -6,34 9.893 -6,84
2026-04-24 13F FRG Family Wealth Advisors LLC 9.161 0,26 356 -1,66
2026-04-23 13F Mattern Wealth Management LLC 1.853.241 1,08 72.017 -0,78
2026-02-17 13F Stark Wealth Management LLC 12.798 443
2026-02-17 13F Green Harvest Asset Management LLC 8.639 0,00 342 2,70
2026-01-20 13F Austin Private Wealth, LLC 332.981 4,23 13.183 6,98
2026-04-21 13F Valley Forge Investment Consultants Inc Adv 39.579 0,00 1.538 -1,79
2026-04-14 13F Arnold Financial Planning LLC 202.254 -0,45 7.860 -2,29
2026-02-17 13F Coppell Advisory Solutions LLC 6.229 0,00 249 11,71
2026-04-14 13F Northwest Wealth Management, Llc 1.326.887 5,21 51.563 3,26
2026-04-08 13F Significant Wealth Partners LLC 9.730 -0,23 378 -2,07
2026-02-11 13F Waddell & Associates, Llc 7.840 0,00 310 2,65
2026-01-27 13F Berger Financial Group, Inc 192.279 3,13 7.612 5,85
2026-02-10 13F Catalyst Capital Advisors LLC 2.939.529 0,00 116.376 2,64
2026-02-05 13F Tfo-tdc, Llc 4.256.625 3,71 168.520 6,45
2026-01-27 13F Jackson, Grant Investment Advisers, Inc. 8.990 0,00 356 2,60
2026-01-27 13F Regions Financial Corp 387.820 -0,30 15.354 2,33
2026-01-30 13F Trifecta Capital Advisors, LLC 4.492 0,00 178 2,31
2026-02-13 13F Meridian Wealth Partners, LLC 2.487.016 -6,18 98.461 -3,70
2026-02-17 13F TCG Advisory Services, LLC 63.115 -11,11 2.499 -8,77
2026-04-27 13F CWS Financial Advisors, LLC 6.123 238
2026-04-09 13F Clarity Capital Advisors, LLC 108.852 0,10 4.230 -1,77
2026-04-23 13F Petersen Hastings Wealth Advisors Inc. 11.433 -1,69 444 -3,48
2026-04-08 13F Miracle Mile Advisors, LLC 24.669 959
2026-02-09 13F Allium Financial Advisors, Llc 92.057 0,00 3.645 2,65
2026-04-24 13F Bayshore Asset Management, Llc 1.167.414 -0,34 45.366 -2,18
2026-01-30 13F Us Bancorp \de\ 54.058 -10,41 2.140 -8,04
2026-04-10 13F Harbor Group, Inc. 12.824 -3,85 498 -5,68
2026-04-27 13F BIP Wealth, LLC 65.336 2.539
2026-04-09 13F Rockingstone Advisors LLC 14.471 0,00 562 -1,75
2026-04-15 13F Archford Capital Strategies, LLC 178.167 -8,96 6.924 -10,64
2026-04-21 13F Accredited Investor Services, Llc 82.688 -1,36 3.213 -3,16
2025-11-14 13F Wetherby Asset Management Inc 18.948 0,00 731 7,51
2026-04-23 13F Farmers & Merchants Investments Inc 2.654 0,00 103 -1,90
2026-02-10 13F IFG Advisory, LLC 954.564 37.791
2025-11-07 13F Synovus Financial Corp 6.904 0,28 266 8,13
2026-04-24 13F Private Advisor Group, LLC 2.851.717 3,72 110.818 1,80
2026-02-13 13F SYM FINANCIAL Corp 15.448 -0,07 612 2,52
2026-02-17 13F Camarda Financial Advisors, LLC 0 -100,00 0
2026-02-12 13F Steward Partners Investment Advisory, Llc 124.096 0,79 4.913 3,45
2026-01-23 13F Assetmark, Inc 2.288.888 -1,04 90.617 1,58
2026-02-04 13F Schubert & Co 525.961 5,80 20.823 8,59
2026-04-22 13F JNBA Financial Advisors 628 -73,42 24 -74,19
2026-02-06 13F Redmont Wealth Advisors Llc 169 0,00 7 0,00
2026-04-21 13F SmartHarvest Portfolios, LLC 6.236 242
2026-02-17 13F Envision Financial Planning, LLC 5.077 201
2026-04-10 13F McGrath & Associates, Inc. 0 -100,00 0
2026-02-03 13F Bokf, Na 3.728 0,00 148 2,80
2026-01-30 13F Camden Capital, LLC 21.994 0,00 871 2,59
2026-02-10 13F Measured Wealth Private Client Group, LLC 805 32
2026-01-30 13F Archer Investment Corp 308 0,00 12 9,09
2025-11-14 13F Binnacle Investments Inc 505.019 3,05 19.479 10,90
2026-02-10 13F Operose Advisors LLC 5.570 0,23 221 2,80
2026-02-02 13F Planning Center, Inc. 1.921.660 -7,17 76.078 -4,72
2026-02-10 13F Zhang Financial LLC 3.321.411 0,94 131.495 3,61
2026-04-08 13F TOWER TRUST & INVESTMENT Co 151 0,00 6 0,00
2026-04-23 13F Kohmann Bosshard Financial Services, LLC 3.363 0,00 131 -2,26
2026-02-12 13F Colonial Trust Co / SC 17.949 0,00 711 2,60
2025-11-14 13F Wood Tarver Financial Group, LLC 0 -100,00 0
2026-02-10 13F Baker Avenue Asset Management, LP 72.633 0,00 2.876 2,64
2026-02-09 13F MTM Investment Management, LLC 11.294 0,00 447 2,76
2026-04-27 13F Symmetry Partners, LLC 6.694.957 2,99 260.166 1,09
2026-02-12 13F von Borstel & Associates, Inc. 0 -100,00 0
2026-02-06 13F Mraz, Amerine & Associates, Inc. 13.419 -2,33 531 0,38
2026-02-02 13F Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 141.178 5.589
2026-02-18 13F EP Wealth Advisors, Inc. 1.375.525 5,83 54.457 16,91
2026-02-17 13F Aqr Capital Management Llc 1.507.675 33,47 59.689 37,00
2026-04-22 13F Riverbend Wealth Management, LLC 47.521 3,78 1.847 1,88
2026-04-16 13F Roble, Belko & Company, Inc 6.477 0,00 0
2026-04-16 13F BCO Wealth Management LLC 864.018 1,12 33.576 -0,74
2026-04-24 13F Keybank National Association/oh 0 -100,00 0
2026-02-17 13F Northern Trust Corp 141.924 9,41 5.619 12,29
2026-04-03 13F Ridgewood Investments LLC 5.213 0,00 203 0,50
2026-02-13 13F Johnson Investment Counsel Inc 0 -100,00 0
2026-02-17 13F Capstone Financial Advisors, Inc. 5.480.371 1,83 216.968 4,53
2026-01-21 13F Brooklyn FI, LLC 59.966 0,00 2.374 2,68
2026-02-05 13F Tucker Asset Management Llc 1.998 79
2026-03-04 13F Rehmann Capital Advisory Group 641.167 -1,35 25.384 1,26
2026-04-14 13F Zrc Wealth Management, Llc 19.463 0,25 756 -1,56
2026-02-05 13F Petix & Botte Co 5.748 228
2026-04-15 13F Roan Capital Partners 5.724 222
2026-02-13 13F Strategies Wealth Advisors, LLC 8.457 -13,26 335 -11,17
2026-04-27 13F Qrg Capital Management, Inc. 16.378 -35,44 636 -36,65
2026-04-24 13F Tcfg Wealth Management, Llc 61.887 -3,64 2.405 -5,43
2026-01-07 13F Gilbert & Cook, Inc. 0 -100,00 0
2026-04-22 13F Coston, McIsaac & Partners 45.427 -0,09 2 0,00
2026-02-10 13F REAP Financial Group, LLC 3.434 -6,81 136 -4,93
2026-04-07 13F Legacy Private Trust Co. 8.469 0,00 329 -1,79
2026-01-12 13F Traynor Capital Management, Inc. 8.490 44,27 336 48,67
2026-04-22 13F Janney Montgomery Scott LLC 24.253 39,31 1
2026-04-21 13F Maseco Llp 2.112.163 23,22 82.089 20,98
2026-02-10 13F Disciplined Investors, L.L.C. 28.308 0,13 1.121 2,75
2026-01-27 13F BankPlus Trust Department 836 0,00 33 3,13
2026-02-17 13F Modern Wealth Management, LLC 13.468 -7,79 533 -5,33
2026-02-03 13F American Financial Advisors, LLC 52.423 0,23 2.075 2,88
2026-02-11 13F Landing Point Financial Group, LLC 47.812 -1,60 1.893 0,96
2026-04-21 13F bLong Financial, LLC 19.784 0,00 769 -1,92
2026-04-21 13F Vise Technologies, Inc. 391.198 0,00 15.488 0,00
2026-02-13 13F C M Bidwell & Associates Ltd 93.149 1,01 3.688 3,68
2026-04-20 13F City State Bank 89.302 10,21 3.470 8,17
2026-04-08 13F Dynamic Advisor Solutions LLC 749.174 2,06 29.113 0,18
2026-02-13 13F North Ridge Wealth Advisors, Inc. 0 -100,00 0
2026-04-24 13F Financial Plan, Inc. 3.536.742 5,98 137.438 4,03
2026-02-03 13F Black Diamond Financial, LLC 6.175 0,00 244 2,52
2026-04-22 13F Straight Path Wealth Management 1.820.547 6,96 70.746 4,98
2026-04-22 13F Tru Independence Asset Management 2, Llc 453.945 1,52 17.640 -0,35
2026-04-10 13F Prosperity Planning, Inc. 74.391 -0,22 2.891 -2,07
2026-02-03 13F RB Capital Management, LLC 69.393 2,35 2.747 5,09
2026-02-13 13F JustInvest LLC 36.213 0,00 1.434 2,65
2026-02-04 13F Financial Alternatives, Inc 640.550 2,17 25.359 4,88
2026-01-20 13F Alpha Financial Advisors, LLC 121.933 -0,75 4.827 1,88
2026-02-10 13F Verus Capital Partners, Llc 43.835 1,01 1.735 3,71
2026-01-22 13F CarsonAllaria Wealth Management, Ltd. 23.965 -0,09 949 2,49
2026-02-17 13F Blue Chip Partners, Inc. 24.994 0,23 990 2,91
2026-04-20 13F Jfs Wealth Advisors, Llc 4.046.394 8,59 157.243 6,59
2026-04-21 13F Delap Wealth Advisory, Llc 403.552 1,08 15.682 -0,78
2026-02-10 13F Calton & Associates, Inc. 16.274 644
2026-04-21 13F Kane Co Wealth Management, Inc. 479.279 -0,84 18.625 -2,67
2026-02-11 13F Montis Financial, LLC 166.318 -4,33 6.585 -1,80
2026-04-22 13F Spire Wealth Management 5.204 328,31 202 320,83
2026-02-17 13F Hancock Whitney Corp 29.484 -1,47 1.167 1,13
2026-04-27 13F Integrity Wealth Partners, LLC 205.241 7.976
2026-04-17 13F Elk River Wealth Management, LLC 5.411 -4,42 210 -6,25
2026-01-27 13F WealthCollab, LLC 71.464 0,00 2.829 2,65
2026-01-23 13F Carnegie Capital Asset Management, LLC 10.511 0,00 416 2,72
2026-04-23 13F Atlas Private Wealth Advisors 116.054 -0,47 4.510 -2,32
2026-01-20 13F Ascent Group, LLC 15.058 -2,75 596 -0,17
2026-02-11 13F Daner Wealth Management, LLC 460.238 -0,68 19.012 6,05
2026-04-23 13F Master's Wealth Management Inc. 1.938.721 3,41 75.339 1,51
2026-02-13 13F Destination Wealth Management 16.194 -5,83 641 -3,32
2026-04-20 13F Verisail Partners, LLC 2.190.338 0,90 85.117 -0,96
2026-02-10 13F Platform Wealth Management, LLC 1.032.484 40.876
2026-02-17 13F Stansberry Asset Management, Llc 7.546 0,00 299 2,41
2026-02-09 13F Integrity Alliance, Llc. 2.403.802 7,20 95.167 10,04
2026-02-12 13F Sand Hill Global Advisors, LLC 25.882 -3,15 1.025 -0,58
2026-02-13 13F Monograph Wealth Advisors, Llc 6.689.376 1,68 264.832 4,37
2026-02-05 13F Plante Moran Financial Advisors, LLC 7.810 0,00 309 2,66
2026-02-06 13F Envestnet Portfolio Solutions, Inc. 26.403 0,28 1.045 2,96
2026-02-10 13F Fielder Capital Group LLC 7.652 0,00 303 2,37
2026-02-10 13F MB Generational Wealth, LLC 193.836 93,60 7.674 98,73
2026-02-10 13F BKD Wealth Advisors, LLC 1.582.714 -7,19 62.660 -4,74
2026-04-08 13F Wealthspan Partners, Llc 82.688 -0,25 3.213 -2,07
2026-02-03 13F NewEdge Wealth, LLC 13.468 0,00 533 1,91
2026-01-30 13F Sigma Planning Corp 14.078 0,23 557 2,96
2026-04-22 13F Lam Group, Inc. 29.803 0,01 1.158 -1,78
2026-04-20 13F Kestra Private Wealth Services, Llc 32.277 6,76 1.254 4,85
2026-02-17 13F Two Sigma Investments, Lp 696.900 -52,41 27.590 -51,15
2026-04-15 13F Merit Financial Group, LLC 1.123.648 113,10 43.665 109,17
2026-04-22 13F Krm Wealth Management L.l.c. 16.914 -6,67 657 -8,37
2026-02-13 13F Colony Group, LLC 42.704.909 0,43 1.690.687 3,08
2026-02-17 13F North Capital, Inc. 14.627 -1,68 579 1,05
2026-04-17 13F Krilogy Financial LLC 131.726 -0,02 5.472 1,79
2026-02-17 13F Mercer Global Advisors Inc /adv 64.358.203 5,11 2.547.944 7,89
2026-02-17 13F Awm Capital, Llc 4.753.661 1,04 188.197 3,71
2026-02-10 13F SCS Capital Management LLC 0 -100,00 0
2026-02-09 13F Coldstream Capital Management Inc 53.300 -3,60 2.110 -1,03
2026-01-13 13F NerdWallet Wealth Partners, LLC 62.617 0,00 2.479 2,65
2026-04-13 13F Fiduciary Financial Group, Llc 798.022 6,44 31.011 4,48
2026-01-16 13F Legacy Capital Wealth Partners, LLC 86.010 -1,02 3.405 1,61
2026-02-11 13F RAM Investment Partners, LLC 2.731.780 0,30 108.151 2,95
2026-02-02 13F Banyan Capital Management, Inc. 10.130 0,05 401 2,82
2026-04-23 13F Avant Financial Advisors LLC 37.043 -0,65 1.439 -2,51
2026-04-10 13F Melfa Wealth Management, Llc 311.593 -0,14 12.108 -1,98
2026-01-26 13F Key Capital Management, INC 124 5
2026-02-17 13F Cetera Investment Advisers 1.861.113 33,06 73.681 36,58
2026-02-10 13F Gw Henssler & Associates Ltd 23.038 0,00 912 2,70
2026-02-12 13F Skopos Labs, Inc. 28.725 -1,05 1.149 10,81
2026-01-28 13F Kingswood Wealth Advisors, Llc 8.254 -8,71 327 -6,32
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