EFG - iShares Trust - iShares MSCI EAFE Growth ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (BATS)

iShares Trust - iShares MSCI EAFE Growth ETF
US ˙ BATS ˙ US4642888857

Grundlæggende statistik
Institutionelle ejere 998 total, 998 long only, 0 short only, 0 long/short - change of -0,40% MRQ
Gennemsnitlig porteføljeallokering 0.3684 % - change of 2,95% MRQ
Institutionelle aktier (lange) 68.739.262 (ex 13D/G) - change of 3,51MM shares 5,38% MRQ
Institutionel værdi (lang) $ 7.300.632 USD ($1000)
Institutionelt ejerskab og aktionærer

iShares Trust - iShares MSCI EAFE Growth ETF (US:EFG) har 998 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 68,739,262 aktier. Største aktionærer omfatter Jones Financial Companies Lllp, Bank Of America Corp /de/, Envestnet Asset Management Inc, Morgan Stanley, Delaware Management Holdings, Inc., Jpmorgan Chase & Co, LPL Financial LLC, Park Avenue Securities Llc, Us Bancorp \de\, and Pnc Financial Services Group, Inc. .

iShares Trust - iShares MSCI EAFE Growth ETF (BATS:EFG) 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 28, 2026 is 117,28 / share. Previously, on April 29, 2025, the share price was 103,95 / share. This represents an increase of 12,82% over that period.

EFG / iShares Trust - iShares MSCI EAFE Growth 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.

EFG / iShares Trust - iShares MSCI EAFE Growth 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
(%)
2026-02-04 13F BCJ Capital Management, LLC 15.346 -29,58 1.748 -29,54
2026-04-10 13F Centurion Wealth Management LLC 8.509 61,58 948 58,10
2026-04-20 13F Jfs Wealth Advisors, Llc 12.240 617,05 1.363 602,58
2026-02-06 13F Envestnet Portfolio Solutions, Inc. 115.588 -48,79 13.168 -48,78
2026-02-11 13F Athena Investment Management 4.619 0,00 526 0,00
2026-03-31 13F Hamrick Investment Counsel, llc 225 26
2026-04-17 13F Hanson & Doremus Investment Management 1.074 0,00 0
2026-02-13 13F Focused Alpha, Llc 2.633 300
2026-02-10 13F IFG Advisory, LLC 6.456 735
2026-02-02 13F Chapman Financial Group, Llc 0 -100,00 0
2026-02-03 13F Ballast Advisors Llc 681 0,00 78 0,00
2026-04-27 13F Greenleaf Trust 115.799 -2,37 12.897 -4,56
2026-02-13 13F Wells Fargo & Company/mn 1.156.764 -3,03 131.778 -2,99
2026-04-27 13F Strathmore Capital Advisors, Inc. 2.307 275
2026-01-08 13F Signet Financial Management, Llc 7.351 2,10 837 2,20
2025-11-07 13F Synovus Financial Corp 6.762 -5,35 770 -3,75
2026-01-30 13F Kiker Wealth Management, LLC 0 -100,00 0
2026-04-21 13F Financial Consulate, Inc 830 86,52 92 84,00
2026-04-27 13F JB Capital LLC 699.395 4.150,35 77.892 4.056,40
2026-02-17 13F TCG Advisory Services, LLC 3.374 0,48 384 0,52
2026-01-30 13F Sigma Planning Corp 6.696 -1,93 763 -1,93
2026-04-15 13F Client 1st Advisory Group, Llc 82.114 15,13 9.145 12,55
2026-01-30 13F Strategic Blueprint, LLC 53.540 -31,04 6.099 -31,01
2026-01-06 13F Ransom Advisory, Ltd 131 15
2026-04-08 13F Mma Asset Management Llc 25.558 -26,50 2.846 -28,15
2026-01-27 13F TD Waterhouse Canada Inc. 5.568 3.469,23 634 3.629,41
2026-04-21 13F Vise Technologies, Inc. 27.482 0,00 3.131 0,00
2026-04-27 13F Pachira Investments Inc. 13.652 0,12 1.520 -2,12
2026-02-12 13F Planning Project LLC 853 97
2026-02-10 13F Operose Advisors LLC 96 15,66 11 11,11
2026-02-10 13F Basepoint Wealth LLC 221 25
2026-01-28 13F Quent Long Short Global Small Cap Fund, LP 546.864 62.299
2026-01-29 13F Comerica Bank 58.205 12,09 6.631 12,13
2026-02-03 13F Bokf, Na 316.764 5,47 36.086 5,50
2026-04-23 13F Unify Financial Advisors 10.204 408,42 1.136 398,25
2025-11-07 13F Atticus Wealth Management, Llc 0 -100,00 0
2026-01-20 13F SOA Wealth Advisors, LLC. 44.105 1,15 5.024 1,19
2026-04-23 13F Signature Securities Group Corporation 1.947 217
2026-04-15 13F Targeted Financial Services LLC 8.058 6,67 897 4,30
2026-02-17 13F Gladstone Institutional Advisory LLC 0 -100,00 0
2026-04-01 13F Bangor Savings Bank 227 0,00 25 0,00
2026-04-07 13F Heartwood Wealth Advisors LLC 2.933 327
2026-02-04 13F Liberty Wealth Management Llc 40.615 4,79 4.626 4,80
2026-04-22 13F Stone Point Wealth LLC 21.157 35,54 2.356 32,51
2026-02-17 13F Gotham Asset Management, LLC 8.556 22,93 975 22,98
2026-04-16 13F Spectrum Planning & Advisory Services Inc. 4.263 -21,03 475 -22,80
2026-01-26 13F Key Capital Management, INC 21.382 2.436
2026-04-20 13F SILVER OAK SECURITIES, Inc 0 -100,00 0
2026-01-14 13F Global View Capital Management LLC 2.091 -0,48 238 -0,42
2026-02-02 13F Benjamin Edwards Inc 5.859 -5,21 667 -5,12
2026-04-23 13F Kohmann Bosshard Financial Services, LLC 527 0,00 59 -3,33
2026-02-13 13F Ubs Asset Management Americas Inc 3.174 362
2026-01-28 13F Mowery & Schoenfeld Wealth Management, LLC 609 0,00 69 0,00
2026-01-29 13F Quest 10 Wealth Builders, Inc. 9.204 1,53 1.048 1,55
2026-01-30 13F Sofi Wealth, Llc 528.835 5,31 60.245 5,35
2026-02-13 13F National Bank Of Canada /fi/ 7.784 689,45 887 691,07
2026-04-22 13F Aspire Private Capital, LLC 8.895 242,12 991 234,46
2026-02-06 13F Commonwealth Financial Services, LLC 2.054 -7,35 234 -7,14
2026-02-13 13F Itau Unibanco Holding S.A. 225.826 -17,76 25.726 -17,73
2026-03-16 13F Osbon Capital Management Llc 1.713 195
2026-02-06 13F Pnc Financial Services Group, Inc. 1.239.402 4,48 141.193 4,52
2026-04-22 13F JNBA Financial Advisors 25.892 -7,05 2.884 -9,14
2026-04-20 13F Watchman Group, Inc. 2.047 -81,57 228 -82,06
2026-04-27 13F Mosley Wealth Management 40.792 0,45 4.645 -1,86
2026-02-04 13F First Foundation Advisors 29.018 11,43 3.306 11,47
2026-04-27 13F Koshinski Asset Management, Inc. 4.893 5,20 545 2,84
2026-02-12 13F FineMark National Bank & Trust 2.992 9,80 341 9,68
2026-01-27 13F WealthCollab, LLC 171 1,18 20 0,00
2026-02-03 13F NewEdge Wealth, LLC 47.880 1.077,57 5.455 1.070,39
2026-04-27 13F Qrg Capital Management, Inc. 4.561 -55,58 508 -56,63
2026-01-05 13F Burkett Financial Services, Llc 0 -100,00 0
2026-04-27 13F Arcadia Wealth Management, LLC 9.532 -13,97 1.062 -15,93
2026-02-05 13F Odyssey Capital Advisors, Inc. 10.917 1.244
2026-02-09 13F Integrity Alliance, Llc. 79.069 -52,28 9.008 -52,27
2026-02-17 13F Warren Averett Asset Management, LLC 122.422 -24,42 13.946 -24,39
2026-01-20 13F Savvy Advisors, Inc. 178.301 30,47 20.312 30,51
2026-02-17 13F Modern Wealth Management, LLC 5.521 -21,95 629 -21,99
2026-02-26 13F Anchor Investment Management, LLC 301 0,00 34 0,00
2026-02-10 13F REAP Financial Group, LLC 1.794 -45,15 204 -45,16
2025-11-10 13F Hartland & Co., LLC 0 -100,00 0
2026-01-30 13F Richardson Capital Management LLC 266 1,14 30 3,45
2025-10-31 13F JustInvest LLC 0 -100,00 0
2026-04-07 13F Hobart Private Capital, LLC 3.295 -1,35 367 -3,68
2026-02-10 13F Baker Avenue Asset Management, LP 450.800 1,04 51.355 1,08
2026-02-11 13F MidWestOne Financial Group, Inc. 5.365 -8,20 611 -8,12
2026-01-23 13F Carnegie Capital Asset Management, LLC 23.726 3,44 2.703 3,45
2026-04-17 13F AdvisorNet Financial, Inc 2.695 44,58 300 41,51
2026-02-17 13F Delaware Management Holdings, Inc. 2.374.486 270.501
2026-02-09 13F Fisher Asset Management, LLC 4.618 103,62 526 103,88
2026-03-04 13F Rehmann Capital Advisory Group 12.877 54,55 1.467 54,91
2026-04-21 13F Patton Albertson Miller Group, Llc 19.590 -13,65 2.182 -15,60
2026-04-17 13F Monticello Wealth Management, Llc 49.005 -2,04 5.458 -4,23
2026-02-03 13F Sequoia Financial Advisors, LLC 13.781 -1,42 1.570 -1,44
2026-04-17 13F Brown, Lisle/cummings, Inc. 87 0,00 10 0,00
2026-01-06 13F Fulcrum Equity Management 0 -100,00 0
2026-02-12 13F Keystone Financial Services 26.988 -66,21 3.075 -66,20
2026-02-17 13F Cahill Financial Advisors Inc 22.450 0,54 2.558 0,59
2026-02-17 13F Russell Investments Group, Ltd. 6 0,00 1
2026-04-09 13F Peterson Wealth Advisors, LLC 4.420 1,82 492 -0,40
2026-03-24 13F Armis Advisers, LLC 11.638 -49,83 1.263 -52,50
2026-02-11 13F Bradley & Co. Private Wealth Management, LLC 422 0,00 48 0,00
2026-04-24 13F Wagner Wealth Management, Llc 87 10
2026-04-13 13F Creative Financial Designs Inc /adv 1.387 -36,55 154 -38,15
2026-02-04 13F GGM Financials LLC 7.413 7,95 844 8,07
2026-04-27 13F NorthLanding Financial Partners, LLC 1.900 0,00 212 -2,31
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 66 60,98 7 75,00
2026-02-06 13F Addison Advisors LLC 943 -22,89 107 -23,02
2026-02-13 13F Meridian Wealth Partners, LLC 268.250 2,05 30.559 2,09
2026-01-29 13F Vanguard Group Inc 2.445 -9,01 279 -9,15
2025-11-13 13F Summit X, LLC 0 -100,00 0
2026-04-27 13F BIP Wealth, LLC 8.243 12,79 918 10,34
2026-02-09 13F Putnam Fl Investment Management Co 2.851 0,00 325 0,00
2026-04-16 13F Montecito Bank & Trust 5.412 -1,58 603 -3,83
2026-01-20 13F Austin Private Wealth, LLC 50.154 -41,13 5.714 -41,12
2026-02-03 13F Patten & Patten Inc/tn 2.111 1,20 240 1,27
2026-02-17 13F Stokes Family Office, LLC 5.591 23,04 637 23,02
2026-04-15 13F Midwest Heritage Bank, FSB 2.807 -22,50 313 -24,27
2025-11-14 13F Wetherby Asset Management Inc 1.934 0,00 220 1,85
2026-01-22 13F Evermay Wealth Management Llc 245 87,02 28 92,86
2026-02-11 13F Franklin Resources Inc 77.180 0,69 8.792 0,73
2026-04-09 13F Lantz Financial LLC 27.384 222,47 3.050 215,31
2026-04-28 13F Berger Financial Group, Inc 7.798 -79,83 868 -80,30
2026-02-10 13F Envestnet Asset Management Inc 2.658.743 -38,76 302.884 -38,74
2026-04-28 13F Golden State Wealth Management, LLC 6.793 7,93 757 5,44
2026-02-05 13F Conning Inc. 3.255 0,00 371 0,00
2026-02-17 13F Captrust Financial Advisors 264.135 4,84 30.090 4,88
2026-02-11 13F Gateway Wealth Partners, LLC 0 -100,00 0
2026-02-12 13F Litman Gregory Asset Management LLC 723 82
2026-01-20 13F Ascent Group, LLC 42.743 -3,55 4.869 -3,51
2026-02-05 13F Thrivent Financial For Lutherans 102.199 -10,06 12 -8,33
2026-02-13 13F Sofos Investments, Inc. 413 -22,51 47 -21,67
2026-04-20 13F Hilton Head Capital Partners, LLC 21 0,00 2 0,00
2026-01-23 13F Transcend Wealth Collective, Llc 1.979 -58,65 225 -58,64
2026-04-13 13F ONE Advisory Partners, LLC 20.674 3,46 2.302 1,14
2026-04-17 13F Krilogy Financial LLC 3.473 94,02 417 93,49
2026-01-16 13F Tempus Wealth Planning, LLC 4.478 -12,06 510 -11,92
2026-02-12 13F Summit Financial, LLC 19.549 -0,84 2.227 -0,80
2026-02-03 13F Sound Financial Strategies Group, LLC 4.874 0,14 555 0,18
2026-04-23 13F Howard Bailey Securities, Llc 80.010 -2,56 8.911 -4,75
2026-02-04 13F Midwest Trust Co 15.305 0,76 1.744 0,81
2026-02-12 13F Founders Financial Alliance, LLC 871 -56,86 99 -56,77
2026-02-12 13F Bank of Jackson Hole Trust 0 -100,00 0
2026-02-13 13F Johnson Investment Counsel Inc 0 -100,00 0
2026-02-11 13F Milestone Investment Advisors LLC 8.029 0,00 915 0,00
2026-03-13 13F Lane Brothers & Co Inc 2.922 333
2026-04-27 13F Nvwm, Llc 0 -100,00 0
2026-04-14 13F Nbc Securities, Inc. 37.379 4,67 4.163 2,31
2026-02-13 13F Colony Group, LLC 631.968 1,35 71.989 1,37
2026-04-21 13F BCU Wealth Advisors, LLC 16.963 533,66 1.889 519,34
2026-01-30 13F Laurel Wealth Advisors LLC 3.208 0,00 365 0,00
2026-03-20 13F Consilio Wealth Advisors, Llc 40.623 -0,40 4.628 -0,37
2026-04-28 13F B.O.S.S. Retirement Advisors, LLC 7.728 -15,10 861 -17,07
2026-01-30 13F Simplicity Wealth,LLC 54.444 12,14 6.202 12,19
2026-02-10 13F Peapack Gladstone Financial Corp 11.229 -0,23 1 0,00
2026-04-28 13F Raleigh Capital Management Inc. 9.921 1.564,60 1.105 1.547,76
2026-04-15 13F Activest Wealth Management 536 0,00 60 -3,28
2026-04-08 13F West Financial Advisors, LLC 430 11,40 48 9,30
2026-04-22 13F Bravera Wealth 147 0,00 16 0,00
2025-11-04 13F Swp Financial Llc 0 -100,00 0
2026-04-24 13F Balentine LLC 3.731 0,00 416 -2,35
2025-11-14 13F Strategic Wealth Partners, Ltd. 1.793 45,89 204 48,91
2026-04-24 13F Able Wealth Management LLC 14.023 594,55 1.562 578,70
2026-01-22 13F Personal Cfo Solutions, Llc 51.249 5.838
2026-04-28 13F Kiley Juergens Wealth Management, Llc 2.170 242
2026-02-03 13F Vantage Financial Partners, LLC 2.357 0,81 269 0,75
2026-02-11 13F Stonebrook Private Inc. 20.144 2.295
2026-02-17 13F Snowden Capital Advisors LLC 20.432 -0,96 2.328 -0,94
2026-04-21 13F Family Wealth Group, LLC 12.750 -9,47 1.420 -11,53
2026-02-13 13F Kilter Group LLC 17.102 -22,28 1.948 -22,27
2026-04-17 13F Ambassador Advisors, LLC 7.845 55,62 874 52,09
2026-02-12 13F Kovack Advisors, Inc. 11.488 308,24 643 100,94
2026-04-28 13F Howe & Rusling Inc 173 0,00 19 0,00
2026-04-24 13F James Investment Research Inc 7.844 -0,67 874 -2,89
2026-01-16 13F Catalina Capital Group, LLC 0 -100,00 0
2026-01-29 13F Retirement Solution Inc. 2.190 -11,41 249 -11,39
2026-04-16 13F Strategic Advisory Partners, Llc 293 33
2026-02-09 13F Frazier Financial Advisors, LLC 493 0,00 56 0,00
2026-02-12 13F Keel Point, LLC 17.367 0,47 1.978 0,51
2026-01-30 13F AMG National Trust Bank 15.734 14,26 1.792 14,29
2026-01-16 13F Marino, Stram & Associates Llc 0 -100,00 0
2026-02-17 13F Summit Trail Advisors, Llc 0 -100,00 0
2026-04-15 13F Cranbrook Wealth Management, LLC 75.847 -3,83 8.447 -5,98
2026-02-03 13F Emerald Investment Partners, Llc 10.547 -52,16 1.201 -52,15
2026-02-10 13F ShoreHaven Wealth Partners, LLC 31.312 0,44 3.567 0,48
2026-04-21 13F Decker Retirement Planning Inc. 5.335 0,89 594 -1,33
2026-04-27 13F Lodestar Private Asset Management Llc 68.350 -14,08 7.612 -16,00
2026-02-02 13F Blalock Williams, Llc 1.883 -58,43 215 -58,45
2026-02-13 13F Integrated Wealth Concepts LLC 143.335 -46,79 16.329 -46,77
2026-01-27 13F Leisure Capital Management 4.477 0,00 510 0,20
2026-01-29 13F Facet Wealth, Inc. 11.439 -11,19 1.377 -6,14
2026-04-27 13F Actinver Wealth Management, Inc. 7.195 269,73 801 262,44
2026-02-06 13F Mach-1 Financial Group, Inc. 0 -100,00 0
2026-04-08 13F Heritage Family Offices, LLP 2.404 -14,90 268 -16,82
2026-01-15 13F Wealth Quarterback LLC 0 -100,00 0
2026-02-11 13F Cerity Partners LLC 74.527 -5,03 8.541 -4,66
2026-01-26 13F Quadrant Private Wealth Management, LLC 12.085 -10,47 1.377 -10,47
2026-02-02 13F Legacy Edge Advisors, LLC 3.365 383
2026-02-12 13F Tripletail Wealth Management, LLC 0 -100,00 0
2026-04-24 13F Axis Wealth Partners, LLC 16.513 -3,75 1.839 -5,89
2026-02-17 13F Glenmede Trust Co Na 66.739 8,85 7.603 23,99
2026-04-14 13F SigFig Wealth Management, LLC 46.387 1.708,46 5.166 1.669,18
2026-04-15 13F Merit Financial Group, LLC 251.742 18,82 28.036 16,16
2026-02-04 13F Rollins Financial Advisors, LLC 2.259 0,00 257 0,00
2026-04-15 13F NorthAvenue LLC 364 0,00 41 -2,44
2026-02-17 13F Cardiff Park Advisors, Llc 11.236 0,55 1.280 0,55
2026-04-03 13F Adirondack Trust Co 199 0,00 22 0,00
2026-01-14 13F Fairvoy Private Wealth, LLC 0 -100,00 0
2026-04-28 13F Walkner Condon Financial Advisors LLC 2.304 -3,80 257 -5,88
2026-02-11 13F Commonwealth Retirement Investments LLC 842 -73,92 96 -74,11
2026-04-28 13F Stephens Inc /ar/ 5.030 0,00 560 -2,27
2026-02-12 13F Jasper Ridge Partners, L.P. 59.403 0,00 6.767 0,04
2026-04-20 13F Triangle Securities Wealth Management 3.288 2,72 366 0,55
2026-04-17 13F Essex Savings Bank 1.929 -8,62 215 -10,83
2026-04-28 13F Core Wealth Advisors, Llc 43.247 703,40 4.816 685,64
2026-01-23 13F Freestone Capital Holdings, LLC 2.254 16,91 257 16,89
2026-02-13 13F MAI Capital Management 7.039 56,67 802 56,75
2026-04-24 13F Ledyard National Bank 3.238 0,00 361 -2,17
2026-04-28 13F Goldstein Advisors, LLC 2.412 1,69 269 -0,74
2026-04-10 13F Armstrong Advisory Group, Inc 1.967 0,00 219 -2,23
2026-02-04 13F UNIVEST FINANCIAL Corp 6.091 0,71 694 0,73
2026-02-10 13F Argent Trust Co 1.757 200
2026-01-13 13F Team Financial Group, LLC 423 -26,43 48 -26,15
2026-02-09 13F Huntington National Bank 3.083 -0,90
2026-02-09 13F Shufro Rose & Co Llc 1.880 214
2026-04-21 13F Maseco Llp 0 -100,00 0
2026-04-20 13F Kestra Private Wealth Services, Llc 144.860 4,89 16.133 2,55
2026-02-17 13F High Falls Advisors, Inc 13.483 -54,22 1.536 -54,22
2026-04-24 13F Patten Group, Inc. 31.598 8,67 3.519 6,25
2026-02-09 13F Harbour Investments, Inc. 4.574 -28,55 521 -28,53
2025-11-12 13F Erste Asset Management GmbH 0 0
2026-02-12 13F BRYN MAWR TRUST Co 10.423 3,21 1.187 3,22
2026-01-20 13F Global Trust Asset Management, LLC 0 -100,00 0 -100,00
2026-01-29 13F Dunhill Financial, LLC 332 133,80 38 131,25
2026-04-23 13F Farmers & Merchants Investments Inc 3.615 0,00 403 -2,19
2026-04-07 13F InvesTrust 22.263 2,38 2.479 0,08
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 12.325 284,08 1.373 275,89
2026-04-15 13F Aventus Investment Advisors, Inc. 117.578 0,84 13.095 -1,42
2026-04-15 13F Hutchens & Kramer Investment Management Group, LLC 9.250 53,65 1.030 50,36
2026-04-20 13F Balance Wealth, LLC 9.785 -4,37 1.090 -6,52
2026-02-17 13F Mercer Global Advisors Inc /adv 164.523 -4,51 18.742 -4,47
2026-01-28 13F Glassman Wealth Services 109 0,00 12 0,00
2026-04-23 13F Daviman Financial, LLC 1.823 -16,68 203 -18,88
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 92.724 1,35 10.327 -0,92
2026-02-13 13F Parkside Financial Bank & Trust 63.282 73,79 7.209 73,88
2026-02-13 13F Bluedoor Private Wealth, Llc 6.625 755
2026-04-13 13F Clayton Financial Group LLC 18.595 14,04 2.071 11,47
2026-04-20 13F Breakwater Capital Group 41.680 1,37 4.642 -0,90
2026-01-09 13F Atlas Brown,Inc. 0 -100,00 0
2026-01-26 13F Grand Wealth Management, Llc 60 0,00 7 0,00
2026-04-24 13F Semus Wealth Partners LLC 5.987 667
2026-02-04 13F Meridian Wealth Management, LLC 9.688 -0,85 1.104 -0,81
2026-04-13 13F Pettinga Financial Advisors, LLC 3.058 -2,70 341 -5,03
2026-02-10 13F/A Northwestern Mutual Wealth Management Co 661.270 7,67 75.332 7,71
2026-02-09 13F Blue Bell Private Wealth Management, Llc 863 1.188,06 98 1.300,00
2026-04-09 13F Goelzer Investment Management, Inc. 1.939 216
2026-04-21 13F Maridea Wealth Management LLC 2.767 20,10 308 17,56
2026-01-12 13F Daymark Wealth Partners, Llc 4.459 -0,87 508 -0,98
2026-02-02 13F Ashton Thomas Securities, Llc 0 -100,00 0
2026-01-29 13F UBS Group AG 865.462 -13,79 98.593 -13,76
2026-04-17 13F Mainstream Capital Management LLC 9.842 -0,44 1.096 -2,66
2026-02-14 13F Rockefeller Capital Management L.P. 56.425 39,96 6.433 40,12
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 10.012 346,96 1.115 337,25
2026-04-20 13F White Pine Investment CO 56.460 1,22 6 0,00
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-02-09 13F Kestra Investment Management, LLC 3.759 -97,07 428 -97,07
2026-02-13 13F Maia Wealth LLC 30.769 -23,56 3.732 -19,66
2026-04-22 13F Continuum Advisory, LLC 3.946 439
2026-02-05 13F Tucker Asset Management Llc 359 0,00 41 0,00
2026-02-12 13F Principal Securities, Inc. 15.757 -5,82 1.795 -5,77
2026-04-13 13F Accelerate Investment Advisors LLC 7.813 870
2026-02-12 13F Hamilton Point Investment Advisors, LLC 326 37
2026-04-02 13F Ares Financial Consulting, LLC 642 0,00 73 0,00
2026-04-23 13F Walleye Partners, LLC 2.265 0,00 252 -2,33
2026-02-13 13F Arkadios Wealth Advisors 13.636 8,94 1.553 8,98
2026-04-14 13F XY Planning Network, Inc. 2.739 311
2026-04-27 13F Apeiron RIA LLC 9.264 -42,01 1.032 -46,02
2026-04-07 13F First Citizens Financial Corp 7.763 24,17 865 21,35
2026-02-11 13F O'shaughnessy Asset Management, Llc 8.995 19,39 1.025 19,49
2025-10-30 13F Fairway Wealth LLC 0 -100,00 0
2026-04-21 13F Topsail Wealth Management, LLC 36 0,00 4 0,00
2026-02-13 13F Smartleaf Asset Management LLC 52.647 32,93 6.026 34,28
2026-04-16 13F Triad Wealth Partners, LLC 15.346 24,66 1.709 21,90
2026-02-11 13F Invst, LLC 0 -100,00 0
2026-02-13 13F SYM FINANCIAL Corp 0 -100,00 0
2026-04-13 13F 5T Wealth, LLC 13.314 -20,25 1.483 -22,04
2026-02-13 13F Missouri Trust & Investment Co 460 0,00 52 0,00
2026-01-16 13F Crewe Advisors LLC 74 -52,26 8 -52,94
2026-02-17 13F Aqr Capital Management Llc 20.911 14,23 2.382 14,30
2026-02-06 13F Lloyd Advisory Services, LLC. 4.943 -8,46 563 -8,31
2026-02-06 13F Gables Capital Management Inc. 5.007 0,00 570 0,00
2026-02-12 13F Peterson Wealth Services 960 31,87 109 0,00
2026-02-18 13F NFP Retirement, Inc. 31.296 -3,42 3.565 -3,39
2026-04-13 13F Mkd Wealth Coaches, Llc 17.434 -4,08 1.942 -6,23
2026-04-28 13F Stratos Wealth Advisors, LLC 17.268 20,92 1.923 18,27
2026-02-10 13F CFS Investment Advisory Services, LLC 62.382 -13,67 7.107 -15,83
2026-04-27 13F Sound Income Strategies, LLC 1.359 -33,80 155 -36,89
2026-02-11 13F Meeder Advisory Services, Inc. 82.337 9.380
2026-02-11 13F Capital Analysts, Inc. 125 -96,85 0
2026-04-27 13F Evolution Wealth Management Inc. 19.764 78,80 2.201 74,82
2026-04-23 13F Interchange Capital Partners, LLC 11.500 300,00 1.156 253,52
2026-02-05 13F Avantax Planning Partners, Inc. 9.057 -0,21 1.032 -0,19
2026-02-06 13F Vestmark Advisory Solutions, Inc. 9.112 -80,73 1.038 -80,75
2026-03-04 13F SHP Wealth Management 22 3
2026-02-03 13F MA Private Wealth 150.767 -7,54 17.175 -7,51
2026-04-23 13F Glass Jacobson Investment Advisors llc 454 0,00 51 -1,96
2026-02-17 13F Quadrature Capital Ltd 17.322 1.973
2026-02-10 13F ESL Trust Services, LLC 15 2
2026-04-28 13F TritonPoint Partners, LLC 2.423 17,11 270 14,47
2026-04-15 13F DecisionMap Wealth Management, LLC 0 -100,00 0
2026-02-11 13F Tiaa Trust, National Association 640.754 2,75 72.995 2,79
2026-04-28 13F ORG Wealth Partners, LLC 4.609 65,43 513 61,83
2026-02-10 13F Mycio Wealth Partners, Llc 8.372 1,60 954 1,60
2026-04-20 13F Sowell Financial Services LLC 14.435 -8,26 1.608 -10,32
2026-02-04 13F Washington Trust Bank 63.004 501,81 7.177 502,10
2026-02-03 13F Cassaday & Co Wealth Management LLC 197.944 -1,27 22.550 -1,23
2026-04-14 13F Opal Wealth Advisors, LLC 1.849 -44,04 206 -45,48
2026-02-14 13F American Trust 2.245 -15,51 256 -15,56
2025-11-05 13F SOUTH STATE Corp 0 -100,00 0
2026-04-16 13F True Vision MN LLC 45.748 761,71 5.095 743,38
2026-02-04 13F Urban Financial Advisory Corp 3.681 1,60 419 1,70
2026-02-09 13F Strategic Financial Concepts, LLC 0 -100,00 0 -100,00
2026-02-10 13F Acorn Wealth Advisors, LLC 0 -100,00 0
2026-02-12 13F Commonwealth Equity Services, Llc 408.287 -8,29 46.512 92.924,00
2026-04-16 13F Stephen J. Garry & Associates, Llc 2.890 1,76 322 -0,62
2026-04-28 13F Quent Capital, LLC 567.198 3,72 63.169 1,40
2026-04-20 13F Courier Capital Llc 97.657 11,47 10.876 8,98
2026-04-24 13F Private Advisor Group, LLC 70.347 61,30 7.835 57,69
2026-04-24 13F Midwest Capital Advisors, LLC 33.458 11,61 3.726 9,14
2026-02-13 13F Hudson Portfolio Management LLC 1.840 0,00 210 0,00
2025-11-13 13F Mosaic Advisors LLC 0 -100,00 0
2026-04-21 13F Venturi Wealth Management, LLC 0 -100,00 0
2026-02-05 13F Western Wealth Management, LLC 3.505 -7,03 399 -6,99
2026-04-09 13F Cornerstone Wealth Advisors, Inc. 8.453 -5,64 941 -7,75
2026-02-12 13F Ankerstar Wealth, LLC 41 5
2026-04-22 13F Janney Montgomery Scott LLC 1.140.998 690,36 127 693,75
2026-04-13 13F Foster Group, Inc. 0 -100,00 0
2026-02-10 13F Dynasty Wealth Management, Llc 434.249 -23,90 49.470 -23,87
2026-02-11 13F Zions Bancorporation, National Association /ut/ 1.212 0,00 138 0,00
2025-11-04 13F High Note Wealth, LLC 0 -100,00 0
2025-11-10 13F Siligmueller & Norvid Wealth Advisors LLC 21.885 2.493
2026-04-22 13F Networth Advisors, LLC 2.183 -10,42 243 -12,27
2026-02-12 13F Daybright Advisory Services, Inc. 5.130 584
2026-02-06 13F Wilian Securities, LLC 2.066 235
2025-11-14 13F Barnes Wealth Management Group, Inc 0 -100,00 0 -100,00
2026-04-13 13F Garrett Investment Advisors LLC 3.392 1,19 378 -1,05
2026-02-17 13F First Commonwealth Financial Corp /pa/ 13.705 -51,22 1.561 -51,20
2026-04-17 13F HHM Wealth Advisors, LLC 47 0,00 5 0,00
2026-04-13 13F Mather Group, Llc. 13.891 1,29 1.547 -0,96
2026-01-23 13F Sage Mountain Advisors LLC 1.616 0,00 184 0,00
2026-04-23 13F Harbor Investment Advisory, Llc 3.246 809,24 362 802,50
2026-02-13 13F LiftPoint Family Wealth Advisors LLC 23.412 2.667
2025-11-13 13F Obsidian Personal Planning Solutions LLC 94.155 5,00 10.890 8,42
2026-04-28 13F Bogart Wealth, LLC 4.638 0,00 517 -2,27
2026-02-06 13F Associated Banc-corp 3.821 -34,97 435 -34,98
2026-01-23 13F Optima Capital Llc 822 94
2026-02-13 13F Kestra Advisory Services, LLC 0 -100,00 0
2026-02-13 13F Lifeworks Advisors, LLC 3.218 -14,44 367 -14,49
2026-04-23 13F Ewa, Llc 6.339 -11,54 706 -13,60
2026-01-27 13F Sage Financial Group Inc 8.936 -0,56 1.018 -0,59
2026-04-21 13F Narus Financial Partners, LLC 4.751 -9,31 529 -11,24
2026-02-13 13F W Advisors, Llc 24.199 -4,73 2.757 -4,70
2026-02-03 13F Milestone Asset Management Group, LLC 3.434 3,00 391 3,17
2026-02-09 13F MSH Capital Advisors LLC 1.780 -26,32 203 -26,55
2026-04-14 13F Kozak & Associates, Inc. 3 0
2026-04-22 13F Norris Perne & French Llp/mi 55.961 8,63 6.232 6,20
2026-01-20 13F Steel Peak Wealth Management LLC 2.103 -86,60 240 -86,63
2026-02-17 13F Stage Harbor Financial, Llc 6.542 195,08 745 195,63
2026-02-19 13F Van Diest Capital, LLC 1.764 201
2026-02-17 13F Fmr Llc 1.003.387 5,11 114.306 5,15
2026-01-26 13F Keystone Wealth Services, LLC 16.619 -3,01 1.893 -2,97
2026-04-17 13F James J. Burns & Company, LLC 7.909 -2,87 881 -5,07
2026-04-10 13F Baker Tilly Financial, Llc 3.048 37,42 340 34,52
2026-04-09 13F Kelly Financial Group Llc 2.523 25,71 281 22,81
2026-01-21 13F Newbridge Financial Services Group, Inc. 35 0,00 4 0,00
2026-02-13 13F Total Wealth Planning, Llc 1.952 -91,21 222 -91,21
2026-04-08 13F McNaughton Wealth Management, LLC 31.315 3.488
2026-01-28 13F EPG Wealth Management LLC 179 0,00 20 0,00
2026-02-10 13F New Republic Capital, LLC 139 -65,76 16 -67,39
2026-04-15 13F Valley National Advisers Inc 13.391 1,64 1 0,00
2026-04-28 13F Busey Wealth Management 0 -100,00 0
2026-02-05 13F Staley Capital Advisers Inc 164.092 3,31 18.693 3,34
2026-04-22 13F Accretive Wealth Partners, LLC 1.992 0,00 222 -2,21
2026-02-11 13F Buckingham Strategic Partners 22.268 193,66 2.537 190,83
2026-02-12 13F Connecticut Wealth Management, LLC 0 -100,00 0
2026-02-17 13F Main Street Financial Solutions, LLC 3.059 -0,46 348 -0,29
2026-04-22 13F Sutton Place Investors Llc 2.677 -5,10 298 -7,17
2026-04-13 13F Trust Co 31 0,00 3 0,00
2026-02-12 13F Wescott Financial Advisory Group, LLC 13.079 17,32 1.490 17,34
2026-02-13 13F Neuberger Berman Group LLC 41.791 4.761
2026-03-23 13F/A Barclays Plc 0 -100,00 0
2026-02-10 13F Ark & Tlk Investments, Llc 17.490 0,00 1.992 0,05
2026-02-05 13F AlphaCore Capital LLC 292 0,00 33 0,00
2026-04-14 13F Wealthcare Advisory Partners LLC 0 -100,00 0
2026-01-28 13F Geneos Wealth Management Inc. 36.418 8,99 4.149 9,01
2026-02-17 13F Two Sigma Securities, Llc 0 -100,00 0
2026-02-10 13F Savant Capital, LLC 28.778 -4,36 3.278 -4,32
2026-02-17 13F Advisor Group Holdings, Inc. 297.439 -28,55 33.932 -27,59
2026-02-17 13F Keebeck Wealth Management, LLC 60.619 -12,60 6.906 -12,57
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-02-03 13F Maple Capital Management, Inc. 0 -100,00 0
2025-11-12 13F Creekmur Asset Management LLC 1 0,00 0
2026-04-20 13F McKinley Carter Wealth Services, Inc. 31.010 -9,35 3.454 -11,37
2026-04-21 13F Avaii Wealth Management, Llc 0 -100,00 0
2026-04-27 13F Fulton Breakefield Broenniman Llc 2.260 0,00 252 -2,33
2026-02-02 13F Avidian Wealth Solutions, LLC 5.520 -32,20 629 -32,25
2026-02-04 13F Clark Wealth Partners 540 0,00 62 0,00
2026-02-17 13F WFA of San Diego, LLC 0 -100,00 0
2026-01-23 13F Northland Securities, Inc. 6.831 778
2026-02-02 13F Sagace Wealth Management LLC 35.272 -1,75 4.018 -1,71
2026-02-06 13F Advisory Alpha, LLC 2.677 -57,38 305 -58,18
2026-01-29 13F D.a. Davidson & Co. 20.511 0,65 2.337 0,69
2026-04-08 13F Community Financial Services Group, LLC 2.033 0,00 231 0,00
2025-11-14 13F WealthTrak Capital Management LLC 0 -100,00 0
2026-04-27 13F HB Wealth Management, LLC 12.115 31,94 1.349 28,97
2026-04-09 13F ASL Financial, LLC 5.947 1,19 662 -1,05
2026-04-06 13F Rosenberg Matthew Hamilton 2.216 -8,92 247 -11,19
2026-04-14 13F Affiance Financial, LLC 23.980 -8,73 2.671 -10,79
2026-02-13 13F Alerus Financial Na 5.326 -0,17 607 -0,16
2026-01-20 13F Independence Bank of Kentucky 5.266 3,07 600 3,10
2026-02-11 13F Tradition Wealth Management, LLC 0 -100,00 0
2026-04-08 13F Fermata Advisors, LLC 3.343 -7,70 372 -9,71
2026-01-27 13F Birch Hill Investment Advisors LLC 5.450 0,00 621 0,00
2026-04-02 13F Collective Family Office Llc 7.700 0,00 858 -2,28
2026-01-13 13F Two West Capital Advisors LLC 4.571 -28,24 521 -30,11
2026-04-23 13F First Pacific Financial 41.478 1,59 4.619 -0,69
2026-02-12 13F Collier Financial 350 1,45 40 0,00
2026-01-13 13F Stephens Consulting, LLC 11 1
2026-02-06 13F Americana Partners, LLC 6.719 -0,58 765 -0,52
2026-04-28 13F Westfuller Advisors, LLC 3.292 0,00 367 -2,40
2026-04-20 13F Cardinal Strategic Wealth Guidance 106.682 -0,99 11.881 -3,20
2026-02-09 13F Regimen Wealth, Llc 107.914 0,86 12.294 0,93
2026-02-10 13F BlackDiamond Wealth Management Inc. 5.532 -50,76 672 -47,46
2026-02-17 13F Bank Of America Corp /de/ 3.487.456 -0,22 397.291 -0,19
2026-02-12 13F StoneX Group Inc. 5.858 -3,83 667 -3,75
2026-02-10 13F JMG Financial Group, Ltd. 3.424 0,00 390 0,26
2026-01-28 13F Confluence Wealth Services, Inc. 6.262 0,87 713 0,99
2026-01-30 13F Us Bancorp \de\ 1.311.881 -0,79 149.460 -0,75
2026-02-04 13F Global Wealth Management Investment Advisory, Inc. 9.837 -7,04 1.121 -7,05
2026-02-05 13F Bessemer Group Inc 2.870 145,30 0
2026-04-13 13F Kmg Fiduciary Partners, Llc 22.058 -2,92 2.457 -5,10
2025-11-12 13F First Trust Advisors Lp 0 -100,00 0
2025-11-13 13F Herold Advisors, Inc. 0 -100,00 0
2026-04-24 13F SOL Capital Management CO 10.151 -75,10 1.057 26.300,00
2025-10-29 13F Scissortail Wealth Management, LLC 0 -100,00 0 -100,00
2025-11-14 13F Hilltop Holdings Inc. 0 -100,00 0 -100,00
2026-02-10 13F Foundations Investment Advisors, LLC 99.781 -0,76 11.367 -0,72
2026-02-04 13F Ameritas Advisory Services, LLC 2.500 -27,49 285 -27,55
2026-02-12 13F Schneider Downs Wealth Management Advisors, LP 5.970 1,46 680 1,49
2026-01-29 13F Elevated Financial Group LLC 4.354 496
2026-04-20 13F Hoxton Planning & Management, LLC 56.038 73,54 6.241 69,66
2025-11-04 13F Wealthgarden F.s. Llc 0 -100,00 0
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 9.096 -15,28 1.013 -17,17
2026-04-07 13F First Financial Corp /in/ 1.952 19,53 217 16,67
2026-01-21 13F Modera Wealth Management, LLC 2.333 -9,43 266 -9,56
2025-11-14 13F Empower Advisory Group, LLC 0 -100,00 0
2026-02-12 13F Cloud Capital Management, LLC 0 -100,00 0
2026-01-26 13F Valmark Advisers, Inc. 45.738 1,95 5.210 2,00
2026-02-02 13F Sachetta, LLC 34 -99,40 4 -99,54
2026-01-22 13F FSC Wealth Advisors, LLC 0 -100,00 0
2026-02-17 13F Equitable Holdings, Inc. 64.915 26,60 7.395 26,65
2026-02-05 13F Atria Investments Llc 30.152 -30,99 3.435 -30,97
2026-02-17 13F Vertex Planning Partners, LLC 0 -100,00 0
2026-04-10 13F Revolve Wealth Partners, LLC 51.263 0,32 5.709 -1,92
2026-02-17 13F Pinnacle Family Advisors, LLC 0 -100,00 0 -100,00
2026-02-13 13F Baird Financial Group, Inc. 158.454 3,08 18.051 3,13
2026-01-29 13F Klingman & Associates, LLC 7.325 834
2026-02-05 13F HighMark Wealth Management LLC 672 0,45 77 0,00
2026-01-27 13F Sterling Financial Planning, Inc. 40.778 0,16 4.645 0,19
2026-01-20 13F Family Legacy Financial Solutions, LLC 0 -100,00 0
2026-01-07 13F Harbour Capital Advisors, LLC 4.681 1,08 539 0,37
2025-11-18 13F Tcfg Wealth Management, Llc 35.513 9
2026-04-10 13F Magnus Financial Group LLC 0 -100,00 0
2026-02-11 13F Dorsey & Whitney Trust CO LLC 42.199 0,00 4.807 0,04
2026-04-22 13F Barnes Dennig Private Wealth Management LLC 278 0,00 31 -3,23
2026-01-30 13F American Financial & Tax Strategies Inc 23.606 -13,91 2.689 -13,87
2026-02-13 13F Arete Wealth Advisors, LLC 61.439 3,16 7 0,00
2026-02-10 13F Lido Advisors, LLC 210.089 5.811,34 23.933 5.824,01
2026-01-12 13F Optivise Advisory Services LLC 0 -100,00 0
2026-02-17 13F/A Vance Wealth, Inc. 21.177 -1,05 2.412 -1,03
2026-04-17 13F Signal Advisors Wealth, LLC 10.895 39,09 1.213 35,99
2025-11-07 13F Certus Wealth Management, LLC 31.902 -43,76 3.633 -42,81
2026-04-07 13F Farther Finance Advisors, LLC 146.533 34,06 16.661 33,79
2025-11-06 13F Providence Capital Advisors, LLC 0 -100,00 0
2026-04-15 13F Ridgeline Wealth, LLC 0 -100,00 0
2026-02-12 13F Timmons Wealth Management, LLC 26.332 3.000
2026-02-17 13F Prosperity Consulting Group, LLC 87.933 2,94 10.017 2,97
2026-02-05 13F WealthPlan Investment Management, LLC 16.846 -7,97 1.919 -7,92
2026-04-20 13F LVW Advisors, LLC 8.889 -38,54 990 -39,95
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 805 0,00 90 -2,20
2026-04-13 13F Massmutual Trust Co Fsb/adv 4.241 -0,28 472 -2,48
2026-02-02 13F Addison Capital Co 42.731 59,56 4.868 59,63
2026-02-10 13F Godfrey Financial Associates, Inc. 6.637 756
2026-02-13 13F Inspire Advisors, LLC 3.231 28,16 368 28,22
2026-04-22 13F Sterling Capital Management LLC 55.046 -7,21 6.130 -9,29
2026-04-21 13F AA Financial Advisors, LLC 1.818 202
2026-01-27 13F PFG Advisors 7.694 -72,73 877 -72,74
2026-02-13 13F Pinnacle Wealth Planning Services, Inc. 63.803 3,91 7.268 3,95
2026-02-13 13F Advyzon Investment Management, LLC 6.610 206,16 753 207,35
2026-02-06 13F Csenge Advisory Group 9.582 -14,14 1.092 -14,09
2026-04-16 13F Allegheny Financial Group LTD 17.188 2,04 1.914 -0,21
2026-02-09 13F Fidelis Capital Partners, LLC 3.687 0,00 420 0,24
2026-01-29 13F Kickstand Ventures, Llc. 36.189 -1,27 4.123 -1,25
2026-01-27 13F Security Financial Services, INC. 2.886 -0,76 329 -0,91
2026-02-06 13F Synergy Investment Management, LLC 8.946 22,73 1.019 22,77
2026-02-13 13F Cornerstone Financial Management LLC 21.046 2.398
2026-02-02 13F Fifth Third Bancorp 2.874 39,58 327 39,74
2026-02-10 13F MainStreet Investment Advisors LLC 3.901 -1,56 444 -1,55
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 31.506 -47,01 3.509 -48,21
2026-04-13 13F Neumann Capital Management, LLC 2.125 0,00 237 -2,48
2026-02-02 13F Holistic Planning, LLC 2.325 -4,52 265 -4,69
2026-04-28 13F Kingswood Wealth Advisors, Llc 42.691 21,95 4.755 19,21
2025-10-29 13F Custom Index Systems, Llc 0 -100,00 0
2026-01-27 13F Beacon Bridge Wealth Partners, LLC 2.210 -92,51 252 -92,53
2026-02-26 13F TD Capital Management LLC 3.301 1,38 376 1,62
2026-01-14 13F ORG Partners LLC 1.571 -50,66 179 -51,63
2026-04-13 13F Arcadia Investment Advisors Llc 1.500 0,00 167 -1,76
2026-02-06 13F Global Retirement Partners, LLC 17.909 -3,40 2.040 -3,36
2026-02-17 13F Cresset Asset Management, LLC 224.092 42,20 25.529 42,26
2026-04-09 13F Life Line Wealth Management Llc 12.009 9,75 1.337 7,30
2026-04-10 13F Octavia Wealth Advisors, LLC 329.257 1,26 36.669 -1,01
2026-02-13 13F Citigroup Inc 77.609 -2,46 8.841 -2,43
2026-04-13 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 749 0,00 89 -3,30
2026-02-02 13F Millstone Evans Group, LLC 72 8
2026-02-11 13F LPL Financial LLC 2.156.644 -18,21 245.685 -18,19
2026-02-12 13F Hm Payson & Co 0 -100,00 0
2026-04-20 13F Provenance Wealth Advisors, LLC 2.504 0,00 279 -2,46
2026-02-11 13F Gwn Securities Inc. 0 -100,00 0
2026-04-23 13F Oppenheimer & Co Inc 19.683 4,51 2.192 2,19
2026-04-07 13F Central Pacific Bank - Trust Division 6.715 4,11 748 1,77
2026-02-13 13F Droms Strauss Advisors Inc /mo/ /adv 3.986 17,27 454 17,31
2026-02-17 13F Align Financial, LLC 6.152 6
2026-04-13 13F Salem Investment Counselors Inc 502 56
2026-02-12 13F BlackRock, Inc. 16.619 -29,04 1.893 -29,02
2026-04-21 13F Centennial Advisors, LLC 4.841 -11,43 539 -13,34
2026-02-14 13F POM Investment Strategies, LLC 32 0,00 4 0,00
2026-04-24 13F Means Investment Co., Inc. 1.827 0,00 203 -2,40
2026-02-17 13F Cape Investment Advisory, Inc. 475 -41,43 54 -41,30
2026-01-23 13F Assetmark, Inc 16.452 4,72 1.874 4,75
2025-11-03 13F Pandora Wealth, Inc. 0 -100,00 0
2026-04-27 13F Dominguez Wealth Management Solutions, Inc. 40.333 6,80 4.492 4,39
2026-04-07 13F Retirement Wealth Solutions LLC 29.340 245,50 3.268 237,85
2026-02-13 13F Motiv8 Investments LLC 479 0
2026-01-23 13F Westside Investment Management, Inc. 0 -100,00 0 -100,00
2026-02-17 13F Readystate Asset Management Lp 8.385 955
2026-02-05 13F Mission Wealth Management, Lp 3.178 -1,82 362 -1,90
2026-04-15 13F Exchange Traded Concepts, Llc 0 -100,00 0
2026-04-14 13F Capital Asset Managemnet, LLC 11.554 1.287
2026-04-17 13F Webster Bank, N. A. 1.295 0,00 144 -2,04
2026-02-10 13F Sentinus, LLC 4.978 -91,01 567 -91,01
2026-01-28 13F Turtle Creek Wealth Advisors, LLC 0 -100,00 0
2026-01-30 13F Citizens Financial Group Inc/ri 13.041 0,00 1.486 0,00
2026-02-17 13F NorthRock Partners, LLC 56.325 -32,39 6.417 -32,37
2026-02-20 13F Talisman Wealth Advisors LLC 0 -100,00 0
2026-02-05 13F Duncan Williams Asset Management, LLC 11.971 -2,29 1.413 1,22
2026-02-05 13F Center for Financial Planning, Inc. 110 0,00 13 0,00
2026-04-13 13F Wolff Wiese Magana Llc 935 0,00 104 -1,89
2026-01-28 13F Cortland Associates Inc/mo 2.614 0,00 298 0,00
2026-02-17 13F Raymond James Financial Inc 623.927 6,96 71.078 7,00
2026-04-22 13F Clear Creek Financial Management, LLC 20.512 -1,72 2.284 -3,91
2026-02-06 13F Copia Wealth Management 7.409 0,56 844 0,60
2026-04-20 13F Chatterton & Associates Inc. 4.073 37,14 481 42,31
2026-02-18 13F Financial Advisory Service, Inc. 457.586 2,47 52.128 2,51
2026-04-16 13F First Community Trust Na 0 -100,00 0
2026-02-11 13F Cedar Mountain Advisors, LLC 322 1,58 37 0,00
2026-02-17 13F Northern Trust Corp 63.468 2,17 7.230 2,21
2026-02-17 13F Guardian Wealth Advisors, Llc / Nc 5.739 -6,62 654 -6,58
2026-04-15 13F Journey Strategic Wealth Llc 36.107 -0,11 4.021 -2,33
2026-02-02 13F Wells Financial Advisors INC 1.115 -26,16 127 -25,73
2026-02-13 13F Jacobi Capital Management LLC 8.919 -3,85 1.016 -3,79
2026-04-21 13F BankPlus Wealth Management LLC 33.692 4,35 3.752 2,01
2025-11-13 13F Marshall Wace, Llp 22.040 2.510
2026-04-21 13F Yoffe Investment Management, LLC 2.358 0,00 263 -2,24
2026-04-08 13F Arlington Trust Co LLC 145 0,00 16 0,00
2026-02-05 13F Wakefield Asset Management LLLP 137.148 -2,26 15.624 -2,23
2025-11-19 13F Coldstream Capital Management Inc 0 -100,00 0 -100,00
2026-04-08 13F Archer Investment Management, LLC 9.428 213,74 1.050 206,73
2026-02-17 13F Creative Planning 152.036 11,44 17.320 11,48
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-02-17 13F Fountainhead AM, LLC 0 -100,00 0
2026-02-14 13F Whipplewood Advisors, LLC 305 0,00 35 0,00
2026-04-13 13F Sherman Wealth Management LLC 9.199 -0,33 1.025 -2,57
2026-01-21 13F Paladin Advisory Group, LLC 16.034 1,17 1.827 1,22
2026-04-21 13F Cambient Family Office, Llc 6.674 0,00 743 -2,24
2026-04-07 13F Park Avenue Securities Llc 2.048.874 780,80 228 776,92
2026-01-15 13F Allspring Global Investments Holdings, LLC 530 0,00 62 1,64
2026-02-11 13F Cypress Capital Group 5.962 0,00 679 0,15
2026-01-12 13F CVA Family Office, LLC 366 0,00 42 0,00
2026-04-17 13F Morris Financial Concepts, Inc. 8.447 -4,01 941 -6,19
2026-04-21 13F Polaris Investment Advisors, LLC 20.185 270,91 2.248 263,00
2025-11-12 13F Empirical Asset Management, LLC 0 -100,00 0
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0
2026-04-08 13F Sax Wealth Advisors, Llc 11.748 0,00 1.338 0,00
2025-11-06 13F Abich Financial Wealth Management LLC 43 -12,24 5 -20,00
2026-04-27 13F Mount Yale Investment Advisors, LLC 63.417 1.274,45 7.063 1.245,14
2026-04-23 13F Mayflower Financial Advisors, LLC 10.777 0,45 1.200 -1,80
2026-02-09 13F Kingsview Wealth Management, LLC 11.461 2,57 1.306 2,59
2026-01-26 13F Dynamic Financial Group 13.709 2,43 1.562 2,43
2026-02-12 13F Callan Family Office, LLC 57.020 36,05 6.496 36,11
2026-02-10 13F Sittner & Nelson, Llc 30 0,00 4 0,00
2026-04-16 13F Quotient Wealth Partners, LLC 31.696 27,21 3.530 24,35
2026-04-28 13F Angeles Investment Advisors, LLC 30.610 0,00 3.409 -2,24
2026-02-17 13F Ameriflex Group, Inc. 557 -27,85 63 -27,59
2026-02-04 13F Empire Life Investments Inc. 29.800 -29,55 3.395 -29,54
2026-02-13 13F Flow Traders U.s. Llc 27.338 -96,29 3 -96,39
2026-02-13 13F TRUE Private Wealth Advisors 0 -100,00 0
2026-02-17 13F Alliancebernstein L.p. 13.442 1.531
2026-02-02 13F Mutual Advisors, LLC 32.198 -14,83 3.668 -16,87
2026-02-13 13F Mariner, LLC 348.430 -6,20 39.693 -6,17
2026-04-03 13F Coastline Trust Co 282 31
2026-04-28 13F Ntv Asset Management Llc 0 -100,00 0
2026-04-24 13F Keybank National Association/oh 9.040 -15,75 1.007 -17,68
2026-04-21 13F One Wealth Advisors, LLC 38.670 -26,52 4.307 -28,17
2026-01-22 13F TSA Wealth Managment LLC 26.569 -6,77 3.027 -6,75
2026-02-17 13F Blair William & Co/il 81.438 0,49 9.277 0,53
2026-04-15 13F Trust Point Inc. 22.777 29,79 2.537 26,86
2026-02-13 13F McAdam, LLC 39.130 2,47 4.458 2,51
2025-11-14 13F Brass Tax Wealth Management, Inc 1.826 1,22 208 2,48
2026-04-07 13F Barden Capital Management, Inc. 23.662 5,48 2.635 3,13
2026-04-27 13F PFG Investments, LLC 4.352 107,83 485 103,36
2026-02-12 13F Steward Partners Investment Advisory, Llc 37.274 -13,14 4.246 -13,12
2026-02-17 13F Cetera Investment Advisers 980.611 -1,15 111.711 -1,11
2026-01-27 13F Evergreen Capital Management Llc 10.112 10,97 1.152 10,99
2026-02-09 13F Wealthquest Corp 72.595 11,98 8.270 12,03
2026-04-28 13F Hardy Reed LLC 12.520 0,00 1.394 -2,24
2026-04-24 13F Medallion Wealth Advisors, LLC 42 0,00 5 0,00
2026-02-17 13F Evercore Wealth Management, LLC 5.802 0,00 661 0,00
2026-02-06 13F SGL Investment Advisors, Inc. 10.946 16,84 1.274 17,53
2026-02-12 13F Concorde Asset Management, LLC 25.970 -1,36 2.959 -2,83
2026-02-06 13F Condor Capital Management 42.809 -3,54 4.877 -3,52
2026-04-28 13F Nbt Bank N A /ny 291.374 3,60 32.450 0,17
2026-04-24 13F Root Financial Partners, LLC 327 -52,54 36 -53,85
2026-04-28 13F Flagship Harbor Advisors, Llc 34.686 80,16 3.863 76,11
2026-02-06 13F Ironwood Investment Counsel, LLC 14.855 1,54 1.692 1,56
2026-02-02 13F Nicholas Hoffman & Company, LLC. 56.363 0,09 6.421 0,12
2026-04-13 13F Market Street Wealth Management Advisors Llc 19.857 -1,20 2.211 -3,41
2026-04-24 13F Swmg, Llc 84.284 9.387
2026-04-13 13F LexAurum Advisors, LLC 0 -100,00 0
2026-04-20 13F Eagle Strategies LLC 80.408 1,43 8.955 -0,83
2026-02-12 13F Bank Of Montreal /can/ 248.127 5,18 28.267 5,22
2026-02-17 13F Synergy Financial Group, LTD 2.473 0,00 282 0,00
2026-02-06 13F Tortoise Investment Management, LLC 0 -100,00 0
2026-02-10 13F Ritter Daniher Financial Advisory LLC / DE 11.014 4,86 1.255 4,85
2026-04-16 13F Diversified Trust Co 3.747 0,00 417 -2,11
2025-11-12 13F Transce3nd, LLC 0 -100,00 0
2026-04-28 13F/A FLP Wealth Management, LLC 5.731 -5,34 638 -7,40
2026-02-12 13F Federation des caisses Desjardins du Quebec 335.394 16.769.600,00 38.208
2026-01-30 13F Financial Life Advisors 80.524 -4,54 9.173 -4,51
2026-04-06 13F WASHINGTON TRUST Co 7.583 18,74 845 16,09
2026-02-13 13F SRS Capital Advisors, Inc. 10.614 1.209
2026-02-13 13F Ausdal Financial Partners, Inc. 0 -100,00 0
2026-02-10 13F Cherry Tree Wealth Management, LLC 34 0,00 4 0,00
2026-02-10 13F Private Wealth Asset Management, LLC 15.386 0,75 1.753 0,75
2026-02-13 13F Visionary Wealth Advisors 17.743 -12,76 2.021 -12,74
2026-02-06 13F Kingdom Financial Group LLC. 119.632 148,79 13.629 148,87
2026-01-21 13F Signature Resources Capital Management, LLC 45 5
2026-04-22 13F Pinnacle Bancorp, Inc. 973 0,00 108 -1,82
2026-02-10 13F Tidemark, LLC 661 -0,75 75 0,00
2026-04-20 13F Tanglewood Wealth Management, Inc. 18.883 -7,31 2.103 -9,35
2025-11-12 13F CIBC Bancorp USA Inc. 1.930 220
2026-02-11 13F Parallel Advisors, LLC 8.072 -1,79 920 -1,71
2026-01-20 13F Aspiriant, Llc 3.660 93,86 417 93,49
2026-04-22 13F Seneca Financial Advisors LLC 162.784 10,89 18.129 8,41
2026-02-13 13F Delos Wealth Advisors, LLC 0 -100,00 0
2026-04-10 13F OMNI 360 Wealth, Inc. 6.651 -17,67 741 -22,92
2026-02-12 13F Elevation Wealth Management LLC 3.479 396
2026-02-13 13F Stifel Financial Corp 154.084 -11,51 17.553 -11,48
2025-10-29 13F Tradewinds, LLC. 0 -100,00 0 -100,00
2026-01-22 13F Bartlett & Co. Wealth Management Llc 87 0,00 10 0,00
2026-02-13 13F Quartz Partners, LLC 4.091 -1,02 466 -0,85
2026-02-13 13F Venture Visionary Partners LLC 1.948 222
2026-04-16 13F Farmers & Merchants Trust Co of Long Beach 17.204 0,00 1.916 -2,19
2026-01-28 13F Bedel Financial Consulting, Inc. 122.227 0,43 13.924 0,47
2026-04-15 13F Wolff Financial Management Llc 3.686 -1,68 411 -3,98
2026-01-26 13F Midland Wealth Advisors Llc 2.280 0,00 260 0,00
2026-04-09 13F DHJJ Financial Advisors, Ltd. 79 0,00 9 -11,11
2026-01-16 13F Trust Co Of Vermont 2.719 5,06 310 5,10
2026-04-21 13F Pallas Capital Advisors LLC 0 -100,00 0
2026-01-23 13F Rsm Us Wealth Management Llc 248.791 4,50 28.474 5,03
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 176.422 15,28 19.907 10,26
2026-02-06 13F Orin Green Financial, LLC 2.563 0,00 292 0,00
2026-04-07 13F Eastern Bank 6.603 -57,99 735 -58,94
2026-04-09 13F Park Place Capital Corp 173 0,00 19 0,00
2026-02-20 13F Sunbelt Securities, Inc. 84 10
2026-01-26 13F Reyes Financial Architecture, Inc. 20 2
2026-02-13 13F Wealth Alliance 9.182 -41,05 1.046 -41,06
2025-11-14 13F Zacks Investment Management 0 -100,00 0
2026-01-26 13F West Wealth Group, LLC 51.709 7,44 5.891 6,26
2026-02-06 13F BOK Financial Private Wealth, Inc. 44.882 -2,60 5.113 -2,57
2026-02-12 13F M1 Capital Management LLC 27.273 -8,64 3.107 -8,62
2026-02-27 13F Strategic Investment Solutions, Inc. /IL 38 4
2026-02-02 13F Cornerstone Planning Group LLC 5.208 -1,16 627 2,79
2026-02-13 13F Integrity Financial Corp /WA 437 0,00 50 0,00
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 1.060 0,00 118 -1,67
2026-01-26 13F Cwm, Llc 168.636 -1,02 19 0,00
2026-02-10 13F Charter Research & Investment Group, Inc. 2.907 11,94 331 12,20
2025-11-10 13F Lion Street Advisors, LLC 2.051 -47,71 228 -48,29
2026-01-23 13F Avion Wealth 0 -100,00 0
2026-04-21 13F Mendel Capital Management LLC 22.723 18,96 2.531 16,32
2026-03-05 13F Bush Investment Group, Llc 0 -100,00 0
2026-02-13 13F First National Bank Of Omaha 189.470 21.685
2026-02-11 13F Fund Evaluation Group, LLC 0 -100,00 0
2026-02-09 13F Cary Street Partners Financial Llc 450.701 41,32 51.344 41,37
2026-04-28 13F Whittier Trust Co 900 0,00 102 -3,77
2026-04-23 13F SMART Wealth LLC 9.853 61,02 1.097 57,39
2026-04-23 13F American National Bank 2.118 0,00 236 -2,49
2026-02-13 13F Morgan Stanley 2.609.776 -11,07 297.306 -11,04
2026-04-01 13F Beacon Financial Group 4.723 -9,42 538 -9,27
2026-01-14 13F Clarius Group, LLC 2.505 0,00 285 0,00
2026-02-13 13F Pathstone Holdings, LLC 149.563 -22,13 17.038 -22,10
2026-01-28 13F Wingate Wealth Advisors, Inc. 11.333 6,92 1.291 6,96
2026-02-17 13F Harding Loevner Lp 1.794 -75,82 204 -75,83
2026-01-28 13F Chicago Partners Investment Group LLC 4.597 0,35 549 2,23
2026-02-13 13F Gen-Wealth Partners Inc 13.559 -18,04 1.545 -18,05
2026-04-27 13F Td Private Client Wealth Llc 22.130 -1,18 2.465 -3,41
2026-01-15 13F Bernard Wealth Management Corp. 120 0,00 14 0,00
2026-02-17 13F Price T Rowe Associates Inc /md/ 10.449 0,00 1 0,00
2026-01-27 13F Horst & Graben Wealth Management LLC 14.842 -37,66 1.691 -37,66
2025-11-03 13F Townsquare Capital Llc 3.902 0,00 444 1,60
2026-02-10 13F Natixis Advisors, L.p. 348.126 13,91 40 14,71
2026-04-28 13F Cobblestone Asset Management LLC 48.639 5.417
2026-04-10 13F RTD Financial Advisors, Inc. 187.130 -3,32 20.841 -5,49
2026-02-12 13F Triumph Capital Management 155 0,00 18 0,00
2026-02-04 13F BEAM Asset Management, LLC 49.074 6,23 5.590 6,27
2026-04-17 13F BAM Wealth Management, LLC 0 -100,00 0
2026-02-09 13F Smithfield Trust Co 100 0,00 0
2026-04-14 13F Palisade Asset Management, LLC 7.684 0,00 856 -2,29
2026-01-20 13F Tritonpoint Wealth, Llc 0 -100,00 0
2026-02-13 13F Gts Securities Llc 24.554 921,81 2.797 924,54
2026-02-12 13F Financial Engines Advisors L.L.C. 23.488 -0,47 2.676 -0,45
2026-02-12 13F Grey Fox Wealth Advisors, LLC 0 -100,00 0
2026-04-08 13F Evanson Asset Management, LLC 3.431 -1,46 382 -3,54
2026-02-10 13F Eq Llc 65.097 -2,55 7.416 -2,52
2026-04-22 13F My Personal CFO, LLC 2.447 0,00 273 -2,16
2026-02-12 13F Tocqueville Asset Management L.p. 3.510 0,00 400 0,00
2025-11-04 13F Pineridge Advisors LLC 1.543 6,19 176 8,02
2026-02-04 13F HORAN Wealth, LLC 0 -100,00 0
2026-02-23 13F Blue Capital, Inc. 0 -100,00 0
2026-01-23 13F Fortress Financial Group, Llc 2.894 0,00 330 0,00
2026-01-27 13F Institute for Wealth Management, LLC. 6.232 -45,76 710 -45,80
2026-02-17 13F SageView Advisory Group, LLC 10.398 0,35 1.185 0,34
2026-02-10 13F SCS Capital Management LLC 4.800 -11,13 547 -11,22
2026-02-11 13F Curtis Wealth Management Llc 1.848 222
2026-02-12 13F Brinker Capital Investments, LLC 72.881 24,91 8.303 24,95
2026-04-28 13F Belpointe Asset Management LLC 88.751 12,38 9.884 9,87
2026-04-21 13F Pinnacle Associates Ltd 11.053 0,00 1.231 -2,30
2026-04-27 13F Meramec Financial Planners, LLC 39.699 -3,24 4.832 -1,43
2025-11-10 13F First Heartland Consultants, Inc. 0 -100,00 0 -100,00
2026-04-14 13F Lockerman Financial Group, Inc. 3.034 338
2026-04-21 13F Sequent Planning LLC 2.743 306
2026-01-15 13F Jaffetilchin Investment Partners, LLC 3.238 1,92 369 1,94
2026-01-28 13F Hoey Investments, Inc 639 0,00 73 0,00
2026-02-05 13F Allworth Financial LP 2.968 -1,88 338 -1,74
2026-04-24 13F ERn Financial, LLC 2.695 6,82 300 4,53
2026-01-26 13F Private Trust Co Na 4.954 -20,55 564 -20,56
2026-03-06 13F Hsbc Holdings Plc 23.338 2.659
2026-04-24 13F Bayban 5.997 0,00 668 -2,34
2026-02-12 13F Richmond Investment Services, LLC 1.770 202
2025-11-04 13F Guerra Advisors Inc 227 26
2026-04-13 13F IFP Advisors, Inc 111.217 310,53 12.386 301,36
2026-04-14 13F Bay Harbor Wealth Management, LLC 60.690 6.759
2026-04-28 13F Integrated Advisors Network LLC 0 -100,00 0
2026-01-20 13F Maryland Capital Advisors Inc. 191 22
2026-01-07 13F Procyon Private Wealth Partners, LLC 66.305 163,39 7.554 163,54
2026-01-20 13F Sovran Advisors, LLC 22.877 -10,97 2.721 -8,54
2026-02-17 13F Old Mission Capital Llc 0 -100,00 0
2026-04-22 13F MeadowBrook Investment Advisors LLC 891 0,00 99 -1,98
2026-02-03 13F Lmcg Investments, Llc 6.463 1,81 736 1,94
2026-04-07 13F CoreCap Advisors, LLC 50.343 41,90 5.607 38,73
2025-11-13 13F Resurgent Financial Advisors LLC 0 -100,00 0
2026-04-08 13F Legacy Wealth Asset Management, LLC 2.587 -2,45 288 -4,64
2026-04-20 13F BTC Capital Management, Inc. 11.025 0,00 1.228 -2,23
2026-01-30 13F Wealthfront Advisers Llc 9.713 6,22 1.107 6,24
2026-01-21 13F Hrc Wealth Management, Llc 6.364 3,68 725 3,72
2026-02-02 13F Horizon Investments, LLC 52 0,00 6 0,00
2026-02-13 13F Fiduciary Trust Co 39.778 -1,11 4.532 -1,07
2026-01-23 13F Ogorek Anthony Joseph /ny/ /adv 66 1,54 0
2026-04-28 13F Jacksonville Wealth Management, LLC 25.494 22,80 2.839 20,04
2026-02-09 13F Choate Investment Advisors 5.148 0,00 586 0,00
2026-04-22 13F Atlantic Edge Private Wealth Management, LLC 190 -19,15 21 -19,23
2026-02-23 13F Forthright Family Wealth Advisory LLC 29.846 -2,02 3.400 -1,99
2025-11-05 13F Axim Planning & Wealth 0 -100,00 0
2026-02-11 13F Paces Ferry Wealth Advisors, Llc 13.829 -3,46 1.575 -3,43
2026-02-05 13F Legacy Financial Group LLC 0 -100,00 0 -100,00
2026-04-17 13F Roxbury Financial LLC 74 0,00 8 0,00
2026-04-23 13F Embree Financial Group 15.151 -17,36 1.687 -19,20
2026-04-10 13F Waldron Private Wealth LLC 3.439 6,34 383 4,08
2026-04-22 13F Hofer & Associates. Inc 39.704 3,12 4.422 0,80
2026-02-11 13F Madden Advisory Services, Inc. 5.000 53,80 570 53,78
2026-04-23 13F Caliber Wealth Management, LLC / KS 10.203 -5,02 1.136 -7,11
2026-02-17 13F Qube Research & Technologies Ltd 1 -100,00 0 -100,00
2026-04-23 13F Intrua Financial, LLC 0 -100,00 0
2026-04-24 13F National Asset Management, Inc. 49.537 48,22 5.333 40,08
2026-04-28 13F Lansing Street Advisors 17.780 -1,09 1.980 -3,27
2026-01-23 13F Intelligence Driven Advisers, LLC 1.807 0,00 206 0,00
2026-01-29 13F Ashton Thomas Private Wealth, LLC 91.524 -20,06 10.426 -20,03
2026-02-17 13F Imprint Wealth LLC 434 -68,91 49 -68,99
2026-02-06 13F Auxano Advisors, LLC 2.657 303
2026-03-25 13F Mission Financial Group, LLC 2.970 338
2026-01-21 13F Prime Capital Investment Advisors, LLC 2.506 -16,77 286 -16,67
2026-01-30 13F Caldwell Securities, Inc 35 0,00 4 0,00
2026-02-17 13F Ameriprise Financial Inc 769.913 -15,80 87.707 -15,73
2026-02-09 13F Hantz Financial Services, Inc. 132 112,90 0
2026-04-07 13F Cooper Financial Group 3.783 -25,38 421 -27,04
2026-02-10 13F Hazlett, Burt & Watson, Inc. 5.783 33,56 1
2025-11-12 13F Bellwether Advisors, LLC 0 -100,00 0 -100,00
2026-02-06 13F EverSource Wealth Advisors, LLC 4.040 -23,11 460 -23,08
2026-02-10 13F Twin Peaks Wealth Advisors, LLC 0 -100,00 0
2026-01-15 13F Alpine Bank Wealth Management 0 -100,00 0
2026-02-17 13F Redwood Investment Management, Llc 3.359 -81,42 0 -100,00
2026-04-09 13F Wedmont Private Capital 2.869 0,00 340 0,59
2026-04-22 13F Smallwood Wealth Investment Management, LLC 79 9
2026-04-02 13F Hilltop National Bank 3.875 0,00 432 -2,27
2026-02-10 13F Bridges Investment Management Inc 6.224 0,00 709 0,14
2026-04-15 13F APS Management Group, Inc. 12.748 1,20 1.420 -1,11
2026-01-08 13F Gryphon Financial Partners LLC 0 -100,00 0
2026-04-09 13F Veracity Capital LLC 1.966 219
2026-02-12 13F Johnson Financial Group, Inc. 53.062 -8,40 6.045 -8,38
2026-02-12 13F CIBC Private Wealth Group, LLC 1.805 -6,48 206 -6,39
2026-02-10 13F KERR FINANCIAL PLANNING Corp 1.480 0,07 173 2,38
2026-04-27 13F Pensionmark Financial Group, Llc 81.877 215,70 9.119 208,67
2026-02-06 13F Shakespeare Wealth Management, Inc. 176.025 2,40 20.053 2,44
2026-02-17 13F Susquehanna International Group, Llp 88.433 -39,64 10.074 -39,62
2026-02-17 13F Principal Street Partners, LLC 9.162 1,60 1.044 1,66
2026-02-10 13F Yukon Wealth Management, Inc. 36.230 -6,35 4.275 -2,95
2026-04-16 13F BridgePort Financial Solutions, LLC 16.210 175,26 1.805 169,40
2026-04-17 13F RFG Advisory, LLC 30.035 87,08 3.345 82,93
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-02-12 13F Moneta Group Investment Advisors Llc 478.795 6,93 54.544 6,97
2026-01-27 13F Penobscot Investment Management Company, Inc. 18.252 0,53 2.079 0,58
2026-04-23 13F Cornerstone Wealth Management, LLC 2.131 -33,43 237 -34,89
2026-02-10 13F Jordan Park Group LLC 5.051 8,04 575 8,08
2026-04-08 13F Asempa Wealth Advisors 8.058 -8,92 916 -9,04
2026-01-26 13F American Wealth Advisors, LLC 60 1,69 7 0,00
2026-04-28 13F Strata Wealth Advisors, LLC 15.464 -0,09 1.722 -2,33
2026-04-08 13F Emergent Wealth Advisors, LLC 0 -100,00 0
2026-04-09 13F Diversified Management Inc 40.448 0,25 4.505 -2,00
2026-04-21 13F McGlone Suttner Wealth Management, Inc. 2.416 0,00 269 -2,18
2026-02-06 13F Van Hulzen Asset Management, LLC 23.785 -67,78 2.710 -67,78
2026-02-13 13F A4 Wealth Advisors LLC 2.921 4,66 333 4,73
2026-02-17 13F North Capital, Inc. 0 -100,00 0
2026-04-13 13F Gill Capital Partners, Llc 128 14
2026-02-17 13F Regal Investment Advisors LLC 7.684 -43,32 875 -43,29
2025-11-12 13F JT Stratford LLC 0 -100,00 0
2026-04-13 13F Kelly Financial Services LLC 3.688 411
2026-02-11 13F United Financial Planning Group LLC 10 1
2026-04-28 13F Whittier Trust Co Of Nevada Inc 725 0,00 82 -3,53
2026-04-22 13F Spire Wealth Management 18.911 15,38 2.106 12,80
2026-04-21 13F RCS Financial Planning, LLC 7.010 1,02 781 -1,27
2026-04-08 13F Sharkey, Howes & Javer 134.829 257,42 15.016 249,43
2026-04-23 13F Chelsea Counsel Co 13 0,00 1 0,00
2026-02-10 13F CIBC World Markets Inc. 8.389 -4,42 956 -4,40
2025-11-14 13F Gallagher Fiduciary Advisors, LLC 0 -100,00 0
2026-04-21 13F Gilpin Wealth Management, Llc 18 2
2026-01-30 13F/A M&t Bank Corp 592.013 -2,43 67.442 -2,40
2026-04-03 13F Waller Financial Planning Group, Inc 215.672 8,32 24.019 5,89
2026-02-12 13F Great Valley Advisor Group, Inc. 19.002 5,82 2.165 5,92
2026-04-28 13F Novus Advisors, Llc 2.716 -4,77 302 -6,79
2026-01-28 13F SilverOak Wealth Management LLC 6.078 231,41 692 232,69
2026-01-29 13F Verdence Capital Advisors LLC 20.618 84,67 2.349 78,83
2026-02-17 13F Pinnacle Financial Partners, Inc. 6.053 690
2026-04-17 13F BCS Wealth Management 0 -100,00 0
2026-04-21 13F Old National Bancorp /in/ 3.829 -13,78 426 -15,64
2026-01-27 13F First Horizon Corp 14.143 0,13 1.611 0,19
2026-04-28 13F Golden State Equity Partners 5.377 599
2026-04-21 13F Merkkuri Wealth Advisors LLC 1.336 149
2026-02-13 13F Stark Wealth Management LLC 0 -100,00 0
2026-02-17 13F Quantinno Capital Management LP 29.690 18,45 3.382 18,50
2025-11-03 13F Absolute Capital Management, LLC 0 -100,00 0
2026-02-04 13F Independent Advisor Alliance 4.048 44,37 461 44,51
2026-04-20 13F KFA Private Wealth Group, LLC 2.798 312
2026-02-19 13F CI Private Wealth, LLC 334.916 28,48 36.254 22,13
2026-02-10 13F Avestar Capital, LLC 21.025 -2,94 2.395 -2,88
2026-01-26 13F Luts & Greenleigh Group, Inc 8.992 1,31 1.024 1,39
2025-11-14 13F Moors & Cabot, Inc. 0 -100,00 0
2026-02-10 13F Future Fund LLC 0 -100,00 0
2026-02-17 13F Ancora Advisors, LLC 64.584 24,82 7.357 24,86
2026-04-16 13F Brookstone Capital Management 87.760 653,05 9.774 636,47
2026-04-17 13F Legacy Wealth Partners, LLC 4.677 521
2026-04-21 13F Unique Wealth, Llc 7.256 -18,65 808 -20,47
2026-02-17 13F Trustmark National Bank Trust Department 15.059 0,00 1.716 0,06
2026-02-11 13F Jpmorgan Chase & Co 2.230.640 -20,63 254.115 -20,61
2026-04-14 13F American State Bank (Iowa) 9.621 0,89 1.071 -1,38
2026-04-13 13F Professional Financial Advisors, LLC 0 -100,00 0
2026-02-13 13F Clearview Wealth Advisors LLC 0 -100,00 0
2026-02-13 13F Umb Bank N A/mo 289.664 10.060,08 32.999 10.084,57
2026-02-13 13F Resources Investment Advisors, LLC. 185.598 -4,61 21.143 -4,58
2026-01-29 13F Sanctuary Advisors, LLC 539.068 117,63 61.411 117,70
2026-02-17 13F Lantern Wealth Advisors, LLC 0 -100,00 0
2026-01-26 13F AE Wealth Management LLC 519.721 0,89 59.207 0,93
2026-02-09 13F Unified Investment Management 3.868 0,00 441 0,00
2026-04-07 13F Signaturefd, Llc 9 0,00 1 0,00
2026-04-21 13F Tassel Capital Management, Inc. 6.040 9,52 673 7,01
2026-04-27 13F Forte Asset Management Llc 51.065 -14,04 5.687 -15,96
2026-04-28 13F Robertson Stephens Wealth Management, LLC 10.712 20,92 1.193 18,24
2026-02-03 13F Channel Wealth Llc 2.162 -4,04 246 -3,91
2026-02-11 13F Lowe Brockenbrough & Co Inc 487 0,00 55 0,00
2026-04-23 13F Farmers & Merchants Trust Co of Chambersburg PA 17.947 0,00 2 0,00
2026-04-14 13F Portfolio Resources Advisor Group, Inc. 24.773 18.115,44 2.759 18.286,67
2026-02-06 13F HighTower Advisors, LLC 224.963 8,17 25.628 8,20
2026-02-13 13F Mml Investors Services, Llc 390.383 -13,90 44.472 -13,87
2026-02-11 13F FLC Capital Advisors 2.671 0,00 304 0,00
2026-01-27 13F Elevated Capital Advisors, LLC 4.052 1,33 462 1,32
2026-01-14 13F Net Worth Advisory Group 33.287 475,10 3.792 475,42
2026-04-08 13F Grove Bank & Trust 23 3
2026-02-11 13F Atlantic Private Wealth, LLC 639 0,00 73 0,00
2025-11-03 13F Impact Partnership Wealth, LLC 0 -100,00 0
2026-02-13 13F Commerce Bank 65.211 0,64 7.429 0,66
2026-01-30 13F Rogco, Lp 188 0,00 21 0,00
2026-02-12 13F Scotia Capital Inc. 1.822 1,22 208 1,47
2026-02-17 13F United Capital Financial Advisers, Llc 13.950 -69,14 1.589 -69,13
2026-04-17 13F Murphy & Mullick Capital Management Corp 902 0,00 100 -1,96
2026-04-17 13F CENTRAL TRUST Co 43.407 -1,73 4.834 -3,93
2026-04-08 13F Ehrlich Financial Group 4.462 -19,82 497 -21,64
2026-02-06 13F Financial Synergies Wealth Advisors, Inc. 485.342 3,58 55.290 3,61
2026-02-13 13F Abound Financial, Llc 40.623 4.628
2026-02-17 13F Twin Focus Capital Partners, Llc 2.572 -4,46 293 -4,25
2026-02-12 13F Hrt Financial Lp 0 -100,00 0
2026-02-17 13F KM Capital Management Ltd. 14.591 -12,31 1.662 -12,25
2026-04-22 13F Capital Investment Management, Inc. 11.478 1.278
2026-04-09 13F CRA Financial Services, LLC 2.125 0,00 237 -2,48
2026-02-06 13F Evoke Wealth, Llc 24.873 20,00 2.834 20,04
2026-04-22 13F Apollon Wealth Management, LLC 47.372 71,01 5.276 67,19
2026-04-08 13F Doliver Advisors, Lp 3.570 0,00 398 -2,22
2026-02-12 13F DRW Securities, LLC 5.116 0,00 583 -1,85
2026-02-11 13F Marks Group Wealth Management, Inc 83.658 30,75 9.530 30,80
2026-04-22 13F Beacon Financial Planning, Inc 11.687 84,11 1.302 79,94
2026-01-28 13F Dentgroup LLC 7.963 8,22 907 8,36
2026-01-28 13F Omega Financial Group, LLC 35.126 0,32 4.002 0,35
2026-02-10 13F Goldman Sachs Group Inc 428.119 -15,52 48.771 -15,49
2025-10-30 13F Tranquility Partners, LLC 0 -100,00 0
2026-04-14 13F Sanchez Gaunt Capital Management, LLC 2.046 228
2026-02-13 13F Brown Advisory Inc 14.027 -2,78 1.598 -2,80
2026-04-06 13F GAMMA Investing LLC 1.100 -29,53 123 -31,07
2026-04-16 13F Sheets Smith Wealth Management 4.211 1,23 469 -1,06
2026-02-13 13F Centaurus Financial, Inc. 16.370 0,07 2 0,00
2026-02-10 13F Guidance Point Advisors, LLC 3.663 0,00 417 0,00
2026-04-17 13F Sovereign Financial Group, Inc. 10.200 1.136
2026-04-20 13F Ronald Blue Trust, Inc. 70.703 917,75 7.874 895,45
2026-04-10 13F Financial Partners Group, Inc 2.051 0,00 228 -6,17
2026-02-17 13F IHT Wealth Management, LLC 48.079 -23,06 5.477 -23,03
2026-01-08 13F Chesapeake Asset Management Llc 162 0,00 18 0,00
2026-02-09 13F Fedenia Advisers LLC 2.060 10,04 235 9,86
2026-04-24 13F Bedminster, LLC 2.375 -16,61 265 -18,52
2026-04-27 13F Tsfg, Llc 306 -5,85 0
2026-04-27 13F Latitude Advisors, LLC 7.765 -16,26 865 -18,18
2026-01-28 13F Financial Perspectives, Inc 5.861 36,08 668 36,12
2026-02-13 13F Bragg Financial Advisors, Inc 3.331 0,00 379 0,00
2026-04-20 13F LifeWealth Investments, LLC 94.310 13,40 10.503 10,86
2026-01-12 13F World Equity Group, Inc. 0 -100,00 0 -100,00
2026-02-05 13F Disciplined Investments, LLC 27.928 0,31 3.182 0,35
2026-02-17 13F GeoWealth Management, LLC 909 -47,55 104 -47,72
2026-04-13 13F GoalVest Advisory LLC 0 -100,00 0
2026-02-04 13F Atlantic Union Bankshares Corp 716 0,00 82 0,00
2026-04-14 13F Centerline Wealth Advisors, LLC 2.186 -66,91 243 -67,69
2026-02-05 13F Plante Moran Financial Advisors, LLC 1.852 0,00 211 0,00
2026-02-10 13F Koss-Olinger Consulting, LLC 360.727 247,00 41.094 252,95
2026-02-17 13F One Wealth Capital Management, Llc 10.072 -19,66 1.147 -19,62
2026-04-15 13F Ffg Retirement Advisors Llc 0 -100,00 0
2026-04-03 13F Hickory Point Bank & Trust 4.174 0,00 465 -2,32
2026-04-22 13F Stone House Investment Management, LLC 159.096 937,33 17.719 914,20
2026-04-10 13F Perigon Wealth Management, LLC 31.949 13,01 3.558 10,50
2026-01-29 13F Concurrent Investment Advisors, LLC 11.098 12,37 1.264 12,46
2026-02-11 13F Endeavor Private Wealth, Inc. 5.945 -76,47 677 -76,46
2026-01-14 13F Braun-Bostich & Associates Inc. 0 -100,00 0
2025-11-13 13F Glenmede Investment Management, LP 55.211 -0,05 6.287 1,63
2026-02-13 13F Oxford Financial Group Ltd 6.003 0,00 684 0,00
2026-02-17 13F Hyundai Investments Co., Ltd. 4.037 462
2026-02-12 13F Foster Dykema Cabot & Partners, Llc 84 0,00 10 0,00
2026-04-22 13F Harbor Asset Planning, Inc. 321 0,00 36 -2,78
2026-04-28 13F DGS Capital Management, LLC 3.904 -7,09 435 -9,21
2026-04-14 13F Plancorp, LLC 4.470 0,00 530 3,93
2025-11-05 13F Fullcircle Wealth Llc 1.902 -82,68 217 -81,78
2026-04-17 13F Fifth Third Wealth Advisors LLC 62.234 308,39 6.931 299,25
2026-04-16 13F Phillips Financial Management, Llc 302 0,00 34 -2,94
2026-02-11 13F Cedar Point Capital Partners, LLC 2.050 233
2026-04-22 13F Integrated Wealth Management 0 -100,00 0
2026-02-13 13F Haverford Trust Co 2.667 7,15 304 7,07
2026-02-18 13F Vident Advisory, LLC 3.079 -17,21 351 -17,26
2025-11-06 13F Financial Advocates Investment Management 5.406 -56,97 616 -56,29
2026-04-13 13F St Germain D J Co Inc 234 0,00 26 0,00
2026-04-09 13F Noble Family Wealth, LLC 7.160 0,00 797 -2,21
2026-04-20 13F Godsey & Gibb Associates 15 -31,82 2 -50,00
2026-02-13 13F LGT Financial Advisors LLC 0 -100,00 0
2025-11-14 13F Eqis Capital Management, Inc. 0 -100,00 0
2026-02-09 13F Integrity Advisory Solutions, LLC 22.514 -14,41 2.565 -14,39
2025-11-12 13F Potomac Fund Management Inc /adv 0 -100,00 0
2026-04-22 13F Aspire Capital Advisors LLC 3.355 0,00 374 -2,36
2026-02-03 13F Diversify Wealth Management, Llc 12.935 1.539
2026-02-17 13F Maripau Wealth Management Llc 0 -100,00 0
2026-04-15 13F DAVENPORT & Co LLC 8.529 176,92 950 171,14
2026-04-20 13F Morton Brown Family Wealth, LLC 0 -100,00 0
2026-02-13 13F Icon Wealth Advisors, LLC 88.997 -16,93 10.139 -16,90
2026-02-13 13F Change Path, LLC 34.888 0,26 3.974 0,30
2026-02-13 13F Hurley Capital, LLC 101 38,36 11 37,50
2026-02-17 13F Citadel Advisors Llc 0 -100,00 0
2026-02-17 13F Matrix Private Capital Group Llc 2.144 2,39 244 2,52
2026-04-16 13F Lifelong Wealth Advisors, Inc. 3.575 8,40 398 6,13
2026-02-17 13F Tower Research Capital LLC (TRC) 113 -40,53 13 -42,86
2026-02-17 13F Signature Equity Partners, LLC 19 2
2026-01-27 13F Bonfire Financial 2.468 0,00 281 0,00
2026-01-27 13F Checchi Capital Advisers, LLC 114.480 -0,03 13.042 0,01
2026-04-03 13F Global Wealth Strategies & Associates 2.447 1,03 273 -1,09
2026-04-21 13F Wedbush Securities Inc 13.901 25,57 2 0,00
2026-02-04 13F Nwam Llc 0 -100,00 0 -100,00
2026-02-10 13F Madison Wealth Partners, Inc 2.580 0,70 294 0,69
2026-02-18 13F GWM Advisors LLC 134.703 -40,37 15.345 -40,35
2026-02-11 13F Hughes Financial Services, LLC 426 0,00 49 -2,04
2026-02-17 13F Angeles Wealth Management, Llc 972 0,00 111 0,00
2026-02-17 13F Mpwm Advisory Solutions, Llc 0 -100,00 0
2026-04-06 13F CX Institutional 5 0
2026-04-22 13F Ifrah Financial Services, Inc. 24.325 -0,57 2.709 -2,80
2025-11-12 13F Perennial Investment Advisors, LLC 0 -100,00 0
2026-02-03 13F Navellier & Associates Inc 26.633 0,00 3.034 0,07
2025-11-10 13F Wrapmanager Inc 0 -100,00 0
2026-04-24 13F Stock Yards Bank & Trust Co 38.861 36,39 4.328 33,34
2026-02-10 13F Bank of New York Mellon Corp 552.175 45,33 62.904 45,38
2026-02-12 13F Jane Street Group, Llc 173.279 -7,20 19.740 -7,17
2026-04-28 13F Stratos Wealth Partners, LTD. 56.216 1,43 6.261 -0,86
2026-04-13 13F Cyndeo Wealth Partners, LLC 2.458 -9,80 274 -11,94
2026-02-05 13F Elyxium Wealth, LLC 158 18
2026-02-11 13F Advocacy Wealth Management Services, LLC 9.807 -11,09 1.117 -11,07
2025-11-12 13F Park Square Financial Group, LLC 0 -100,00 0
2026-02-06 13F New Millennium Group LLC 33 0,00 4 0,00
2026-01-16 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 163.118 0,77 18.582 0,81
2026-02-03 13F Wesbanco Bank Inc 0 -100,00 0
2026-02-12 13F Brown Brothers Harriman & Co 246 0,00 28 0,00
2026-02-17 13F VestGen Advisors, LLC 23.328 1,66 2.658 1,68
2025-11-13 13F Hanlon Investment Management, Inc. 0 -100,00 0
2026-02-11 13F Miller Investment Management, LP 0 -100,00 0
2026-01-22 13F Brookwood Investment Group LLC 8.381 -13,39 955 -13,43
2026-02-04 13F Dynamic Wealth Strategies, LLC 967 110
2026-04-21 13F Claro Advisors LLC 12.491 -24,21 1.391 -25,89
2026-04-28 13F Indiana Trust & Investment Management CO 894 25,74 100 23,75
2026-04-20 13F Aegis Wealth Management, Inc. 4.031 449
2026-02-12 13F Bradley Foster & Sargent Inc/ct 8.373 0,08 954 0,11
2026-04-13 13F Highland Capital Management, Llc 2.780 -9,03 310 -11,21
2026-04-28 13F Canvas Wealth Advisors, LLC 9.754 -0,94 1.086 -3,12
2026-04-28 13F Altfest L J & Co Inc 2.473 0,00 275 -2,14
2026-04-14 13F Nova Wealth Management, Inc. 183 20
2026-04-28 13F Clear Retirement Advice LLC 2.331 0,00 260 -5,82
2026-04-24 13F Key FInancial Inc 89.980 12,61 10.021 10,10
2026-04-10 13F Quaker Wealth Management, LLC 77 0,00 9 0,00
2026-02-05 13F Cambridge Investment Research Advisors, Inc. 119.250 -20,33 14 -23,53
2026-04-20 13F Fonville Wealth Management LLC 2.375 0,00 265 -2,22
2026-04-15 13F Trust Co Of Toledo Na /oh/ 114.116 13,78 12.709 11,24
2026-02-10 13F One Capital Management, LLC 19.390 13,70 2.209 13,70
2026-02-18 13F EP Wealth Advisors, Inc. 181.912 -11,91 20.723 -10,40
2026-04-06 13F Versant Capital Management, Inc 43 0,00 5 0,00
2026-04-15 13F Fortitude Family Office, LLC 0 -100,00 0
2026-01-16 13F Legacy Capital Wealth Partners, LLC 9.010 -0,36 1.026 -0,29
2026-04-10 13F Harbor Group, Inc. 38.902 -1,49 4.333 -3,69
2026-04-22 13F Shum Financial Group, Inc. 23.904 6,59 2.662 4,23
2026-04-14 13F Prospera Financial Services Inc 7.227 -5,27 805 -7,36
2026-02-13 13F Prudential Financial Inc 123.403 -0,69 14.058 -0,65
2026-04-08 13F Pines Wealth Management, LLC 3.671 -6,95 409 -9,13
2026-04-16 13F XML Financial, LLC 1.899 0,00 212 -2,31
2026-04-22 13F Coston, McIsaac & Partners 480 0,00 0
2026-01-29 13F Hobbs Wealth Management, LLC 0 -100,00 0
2026-01-21 13F Capital Investment Advisory Services, LLC 51 -19,05 6 -28,57
2026-04-28 13F Fortis Capital Advisors, LLC 88.751 12,38 9.884 9,87
2026-02-11 13F Shared Vision Wealth Group LLC 9.874 -23,21 1.186 -20,51
2026-02-12 13F Adviser Investments LLC 123.571 -0,13 14.077 -0,09
2025-11-07 13F Beacon Capital Management, LLC 0 -100,00 0
2026-04-16 13F Rockland Trust Co 6.641 -0,32 740 -2,51
2026-02-13 13F Mill Creek Capital Advisors, LLC 88.862 -3,84 10.123 -3,81
2026-01-23 13F Diversify Advisory Services, LLC 9.036 -56,32 1.077 -55,01
2026-02-10 13F Verus Capital Partners, Llc 12.054 -24,88 1.373 -24,85
2026-02-04 13F Valeo Financial Advisors, LLC 13.525 -6,62 1.541 -6,61
2026-02-02 13F Breakwater Investment Management 275 0,00 31 0,00
2026-02-04 13F Cannon Financial Strategists, Inc. 19.114 0,45 2.177 0,51
2026-04-15 13F Cypress Wealth Services, LLC 58.082 94,70 6.469 90,35
2026-02-04 13F MONECO Advisors, LLC 4.442 0,11 506 0,20
2026-04-09 13F Taylor & Morgan Wealth Management, LLC 8.939 20,16 996 17,47
2026-02-17 13F Wiley Bros.-aintree Capital, Llc 111.822 4,56 12.747 4,64
2026-04-27 13F PAX Financial Group, LLC 110.422 12.298
2026-04-28 13F Journey Beyond Wealth, LLC 1.848 -2,69 206 -5,09
2026-04-08 13F JGP Wealth Management, LLC 2.560 30,75 285 27,80
2026-04-28 13F PUREfi Wealth, LLC 3.656 407
2026-04-17 13F Provident Wealth Management, LLC 13 0,00 1 0,00
2026-01-26 13F Riverview Trust Co 248 0,00 28 0,00
2026-04-24 13F Fulton Bank, N.a. 3.501 -34,28 390 -35,81
2026-04-15 13F LongView Wealth Management 3.202 387
2026-04-21 13F J.M. Arbour, LLC 13.919 1.550
2026-04-15 13F Signature Estate & Investment Advisors Llc 6.676 743
2026-04-15 13F Alhambra Investment Partners LLC 1.831 0,00 204 -2,40
2026-01-07 13F Sagespring Wealth Partners, Llc 262.188 -60,91 7.285 -86,46
2026-04-24 13F Oakworth Capital, Inc. 2.355 0,00 262 -2,24
2026-02-12 13F Rossby Financial, LCC 2.377 0,34 271 -0,74
2026-02-06 13F Larson Financial Group LLC 4.715 -21,32 537 -21,26
2026-02-17 13F Jones Financial Companies Lllp 3.875.232 2,08 441.466 3,30
2026-01-23 13F BSW Wealth Partners 0 -100,00 0
2026-04-10 13F Cerro Pacific Wealth Advisors LLC 145.434 61,00 16.197 57,40
2026-02-10 13F Rice Partnership, LLC 250 -21,88 28 -22,22
2026-04-08 13F Miracle Mile Advisors, LLC 18.288 165,66 2.037 159,69
2026-02-10 13F DiMeo Schneider & Associates, L.L.C. 0 -100,00 0
2026-02-14 13F Pointe Capital Management LLC 5.269 12,11 600 12,15
2026-02-19 13F Birchwood Financial Partners, Inc. 510 58
2026-04-22 13F Cornerstone Wealth Group, LLC 1.744 207
2026-02-17 13F Royal Bank Of Canada 437.864 -3,34 49.881 -3,31
2026-01-26 13F Asset Dedication, LLC 0 -100,00 0
2026-02-10 13F WCG Wealth Advisors LLC 0 -100,00 0
2026-02-17 13F Advisory Services Network, LLC 11.272 -44,75 1.284 -44,73
2026-04-22 13F Hurlow Wealth Management Group, Inc. 2.777 -0,36 309 -2,52
2026-02-03 13F International Assets Investment Management, Llc 1.551 -27,89 177 -26,36
2026-02-13 13F OpenArc Corporate Advisory, LLC 2.534 289
2026-02-19 13F Atomi Financial Group, Inc. 19.256 -26,68 2.194 -26,66
2026-02-18 13F Beacon Pointe Advisors, LLC 438.424 6,60 49.945 6,63
2026-02-13 13F Y-Intercept (Hong Kong) Ltd 0 -100,00 0
2026-02-17 13F Tanaka Capital Management Inc 81 0,00 0
2026-01-28 13F Diversified Enterprises, LLC 8.792 -9,50 1.002 -9,49
2026-02-12 13F Betterment LLC 5.353 7,49 1
2026-02-04 13F Mascoma Wealth Management LLC 519 0,00 59 0,00
2026-02-10 13F Theory Financial Llc 2.720 -4,56 327 -2,40
2026-02-11 13F Vermillion Wealth Management, Inc. 0 -100,00 0
2026-04-07 13F Fragasso Group Inc. 7.678 0,10 871 -0,34
2026-04-15 13F Atwood & Palmer Inc 193 0,00 21 0,00
2026-02-05 13F Macroview Investment Management Llc 7.011 0,67 799 0,63
2026-04-24 13F UMA Financial Services, Inc. 13.413 -5,38 1.494 -7,50
2026-04-21 13F GHP Investment Advisors, Inc. 3.553 -0,64 396 -2,95
2026-02-09 13F Cary Street Partner Investment Advisory Llc 26.603 6.159,53 3.031 6.212,50
2026-04-27 13F Beacon Financial Advisory LLC 2.323 -18,66 259 -20,62
2026-02-13 13F Charles Schwab Investment Management Inc 668.195 -2,33 76.121 -2,30
2026-04-09 13F Tompkins Financial Corp 178 -13,59 20 -17,39
2026-02-12 13F Investor's Fiduciary Advisor Network, LLC 0 -100,00 0
2026-02-13 13F Ieq Capital, Llc 10.056 1,49 1.146 1,51
2026-01-29 13F Aprio Wealth Management, LLC 4.446 -27,45 506 -27,40
2026-02-03 13F We Are One Seven, LLC 28.786 -1,09 3.279 -1,06
2026-02-12 13F Colonial Trust Co / SC 374 3,89 43 5,00
2026-04-09 13F Mechanics Bank Trust Department 11.704 -5,41 1.303 -7,52
2026-01-27 13F Foundation Wealth Management, LLC 23.116 -4,40 2.636 -4,29
2026-02-17 13F Davis Wealth Advisors, LLC 5.916 674
2026-04-28 13F Kathmere Capital Management, LLC 49.421 -0,68 5.504 -2,89
2026-02-09 13F LifePlan Investment Advisors, Inc. 4.302 25,31 490 25,64
2026-02-12 13F Wealthspire Advisors, LLC 26.879 4,19 3.062 4,26
2026-04-13 13F Affinity Capital Advisors, LLC 158.138 10,28 17.612 7,81
2026-03-12 13F Nalls Sherbakoff Group, Llc 100 0,00 11 22,22
2026-04-27 13F Truist Financial Corp 763.679 301,93 85.051 292,93
2026-01-26 13F Covenant Partners, LLC 205.602 1,36 23.422 1,40
2026-04-17 13F Watershed Private Wealth Llc 77.526 235,73 8.634 228,29
2026-02-04 13F Wsfs Capital Management, Llc 7.380 7,39 841 7,42
2026-01-27 13F Summit Financial Strategies, Inc. 3.662 12,02 417 12,10
2026-02-18 13F Vermillion & White Wealth Management Group, LLC 1.531 0,00 174 0,00
2026-02-02 13F FSA Advisors, Inc. 0 -100,00 0
2026-02-11 13F Viewpoint Capital Management LLC 0 -100,00 0
2026-02-17 13F Silvercrest Asset Management Group Llc 43.296 4.932
2026-03-05 13F Cedarwood Wealth LLC 2.225 267
2026-01-06 13F Investors Research Corp 0 -100,00 0
2026-02-17 13F Wealth Watch Advisors, INC 77 0,00 9 0,00
2026-04-24 13F KPP Advisory Services LLC 7.147 -33,57 796 -35,02
2026-04-13 13F Woodside Wealth Management LLC 0 -100,00 0
2026-04-27 13F Kelman-Lazarov, Inc. 5.295 0,00 590 -2,32
2026-02-13 13F Transamerica Financial Advisors, Inc. 0 -100,00 0
2026-02-13 13F Aptus Capital Advisors, LLC 42.004 -2,07 4.785 -2,03
2026-04-01 13F Helen Stephens Group, LLC 3.582 0,00 399 -2,45
2026-02-12 13F Renaissance Technologies Llc 23.400 185,37 2.666 185,64
2026-02-11 13F First American Trust, Fsb 27.097 3.087
2026-04-14 13F Focus Financial Network, Inc. 17.326 -67,95 1.930 -68,68
2026-02-09 13F GatePass Capital, LLC 0 -100,00 0
2026-04-09 13F Firethorn Wealth Partners, Llc 10.184 16,90 1.134 14,31
2026-02-10 13F Keyvantage Wealth, Llc 2.023 -4,89 230 -4,96
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