ESGU - iShares Trust - iShares ESG Aware MSCI USA ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (NasdaqGM)

iShares Trust - iShares ESG Aware MSCI USA ETF
US ˙ NasdaqGM ˙ US46435G4257

Grundlæggende statistik
Institutionelle ejere 836 total, 836 long only, 0 short only, 0 long/short - change of 3,59% MRQ
Gennemsnitlig porteføljeallokering 0.2952 % - change of -70,18% MRQ
Institutionelle aktier (lange) 78.806.876 (ex 13D/G) - change of -1,96MM shares -2,43% MRQ
Institutionel værdi (lang) $ 10.635.664 USD ($1000)
Institutionelt ejerskab og aktionærer

iShares Trust - iShares ESG Aware MSCI USA ETF (US:ESGU) har 836 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 78,806,876 aktier. Største aktionærer omfatter Bank Of America Corp /de/, Jpmorgan Chase & Co, Tiaa Trust, National Association, Northern Trust Corp, Goldman Sachs Group Inc, Betterment LLC, Morgan Stanley, Wealthfront Advisers Llc, Acorns Advisers, LLC, and BlackRock, Inc. .

iShares Trust - iShares ESG Aware MSCI USA ETF (NasdaqGM:ESGU) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.

The share price as of March 27, 2026 is 137,83 / share. Previously, on March 31, 2025, the share price was 121,91 / share. This represents an increase of 13,06% over that period.

ESGU / iShares Trust - iShares ESG Aware MSCI USA 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.

ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF Historical Put/Call Ratio
13F og NPORT arkivering

Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.

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Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2026-02-10 13F American Money Management, LLC 2.584 385
2026-02-11 13F Hoxton Planning & Management, LLC 15.232 1.445
2026-01-14 13F Eastern Bank 3.773 -18,21 562 -16,24
2026-01-23 13F Gilbert Capital Group, Inc. 24.150 5,56 3.598 7,99
2026-02-13 13F Sofos Investments, Inc. 3.692 -21,80 550 -19,94
2026-02-04 13F BCJ Capital Management, LLC 3.704 0,54 552 2,80
2026-01-27 13F Regions Financial Corp 23.041 -4,62 3.433 -2,42
2026-02-13 13F Centaurus Financial, Inc. 1.833 1,66 0
2026-02-06 13F Pnc Financial Services Group, Inc. 2.373 1,15 354 3,52
2026-02-10 13F IFG Advisory, LLC 5.879 876
2026-02-18 13F EP Wealth Advisors, Inc. 20.108 100,92 2.996 121,20
2026-01-30 13F Sofi Wealth, Llc 18.585 27,84 2.769 30,81
2026-02-09 13F Wiser Advisor Group LLC 64 0,00 10 0,00
2026-02-10 13F Spinnaker Trust 40.814 -6,59 6.080 -4,42
2026-01-12 13F ONE Advisory Partners, LLC 17.119 -1,24 2.550 1,55
2026-02-12 13F Adviser Investments LLC 4.243 0,00 632 2,43
2026-02-02 13F Broussard Financial Group LLC 3.076 458
2026-01-28 13F Aureum Wealth Management, LLC 2.134 318
2025-11-07 13F Synovus Financial Corp 2.941 0,03 428 7,81
2025-11-12 13F Transce3nd, LLC 0 -100,00 0
2026-02-06 13F BlueStem Wealth Partners, LLC 13.018 -1,94 1.939 0,31
2026-02-13 13F AlTi Global, Inc. 118.408 0,88 17.640 3,22
2026-01-13 13F Sharkey, Howes & Javer 107.586 -5,95 16.028 -3,76
2026-02-06 13F Cascade Financial Partners, LLC 18.500 -2,03 2.756 0,25
2026-01-21 13F Balance Wealth, LLC 26.481 -0,58 3.945 1,73
2026-01-30 13F Axis Wealth Partners, LLC 7.831 -0,22 1.167 2,10
2026-02-09 13F Atticus Wealth Management, Llc 2.015 0,35 300 2,74
2026-01-12 13F Archer Investment Management, LLC 6.483 966
2026-01-29 13F Comerica Bank 9.260 -42,53 1.380 -41,22
2026-02-13 13F Ubs Asset Management Americas Inc 1.677 250
2026-01-12 13F Howard Financial Services, Ltd. 4.765 0,19 710 2,46
2026-02-04 13F Liberty Wealth Management Llc 1.870 6,67 279 9,02
2026-01-20 13F Payne Capital LLC 3.052 0,00 455 2,25
2026-02-13 13F Acorns Advisers, LLC 2.565.822 0,83 382 3,24
2026-02-03 13F Sequoia Financial Advisors, LLC 12.744 3,39 1.899 5,80
2026-01-27 13F TD Waterhouse Canada Inc. 16.903 -2,18 2.518 -0,28
2026-02-11 13F Rise Advisors, LLC 0 -100,00 0
2026-02-09 13F Investors Portfolio Services LLC 460 69
2026-02-17 13F Warren Averett Asset Management, LLC 5.623 3,10 838 5,42
2026-01-28 13F Mowery & Schoenfeld Wealth Management, LLC 77 11
2026-02-06 13F Envestnet Portfolio Solutions, Inc. 333.501 -9,82 49.685 -7,72
2026-02-03 13F Bokf, Na 229 0,00 34 3,03
2026-02-06 13F Commonwealth Financial Services, LLC 1.537 0,00 229 2,24
2026-01-07 13F IMPACTfolio, LLC 289.205 -0,80 43.086 1,50
2026-01-26 13F PFG Investments, LLC 21.118 5,85 3.146 8,33
2026-01-20 13F Ascent Group, LLC 6.026 -20,69 898 -18,90
2026-02-17 13F Modern Wealth Management, LLC 9.653 14,12 1.438 16,82
2026-02-02 13F GenTrust, LLC 13.105 1,49 1.952 3,83
2026-02-24 13F Bell Investment Advisors, Inc 5.546 -0,22 826 2,10
2026-02-12 13F Federation des caisses Desjardins du Quebec 568 85
2026-02-17 13F Coppell Advisory Solutions LLC 2.092 -5,51 314 -2,18
2026-01-13 13F CoreCap Advisors, LLC 8.123 2,14 1.210 4,49
2026-02-10 13F Baker Avenue Asset Management, LP 3.623 3,72 540 6,10
2026-01-20 13F AdvisorNet Financial, Inc 3.899 6,62 581 9,02
2026-02-09 13F Fisher Asset Management, LLC 64.403 -10,36 9.595 -8,28
2026-02-03 13F NewEdge Wealth, LLC 2.103 0,00 313 0,32
2026-03-04 13F Rehmann Capital Advisory Group 8.584 -4,80 1.279 -2,59
2026-01-23 13F Carnegie Capital Asset Management, LLC 2.035 23,71 303 26,78
2026-01-28 13F Quent Long Short Global Small Cap Fund, LP 3.589 535
2026-01-08 13F Baker Tilly Financial, Llc 2.354 0,00 351 2,34
2026-01-27 13F WealthCollab, LLC 4.311 0,00 642 2,39
2026-01-29 13F Quest 10 Wealth Builders, Inc. 137 0,00 20 5,26
2026-02-12 13F Keystone Financial Services 8.553 29,85 1.274 32,85
2026-02-17 13F Russell Investments Group, Ltd. 1.522 22,94 227 25,56
2026-02-09 13F Strategic Financial Concepts, LLC 2.155 321
2026-02-04 13F GGM Financials LLC 1.396 0,22 208 2,48
2026-03-24 13F Armis Advisers, LLC 4.162 25,32 587 19,59
2026-02-13 13F SYM FINANCIAL Corp 15.008 2,84 2.236 5,23
2026-01-21 13F Sound Income Strategies, LLC 161 -92,90 24 -92,77
2026-02-02 13F Ashton Thomas Securities, Llc 0 -100,00 0
2026-02-05 13F Td Private Client Wealth Llc 4.742 -1,76 707 0,57
2026-01-28 13F Bigelow Investment Advisors, LLC 6.642 -4,35 990 -2,18
2026-01-30 13F Strategic Blueprint, LLC 65.255 -0,72 9.722 1,58
2026-01-30 13F Precision Wealth Strategies, LLC 3.038 1,30 453 3,67
2026-02-06 13F Global Retirement Partners, LLC 11.427 10,33 1.702 12,94
2026-02-10 13F Spectrum Planning & Advisory Services Inc. 2.382 0,25 355 2,61
2026-02-12 13F Founders Financial Alliance, LLC 2.069 0,00 308 2,33
2025-11-14 13F Wetherby Asset Management Inc 35.437 0,07 5.160 7,68
2026-02-05 13F Sage Financial Management Group, Inc. 1.399 0,00 208 2,46
2026-02-13 13F Novus Advisors, Llc 1.395 -5,17 208 -3,27
2026-02-05 13F Bright Futures Wealth Management, LLC. 2.294 23,60 342 26,30
2026-01-15 13F Xena Financial Planning, LLC 9.178 1.367
2026-02-06 13F Addison Advisors LLC 414 0,00 62 1,67
2026-01-09 13F Diversified Trust Co 17.301 -5,46 2.578 -3,27
2026-01-26 13F Decker Retirement Planning Inc. 45.067 4,71 6.714 7,15
2026-01-29 13F Resonant Capital Advisors, LLC 5.048 0,00 752 2,45
2026-01-29 13F Camelot Portfolios, LLC 329 29
2025-11-21 13F Watts Gwilliam & Co., LLC 1.410 0,00 205 0,99
2025-11-14 13F Strategic Wealth Partners, Ltd. 1.274 0,00 185 7,56
2025-10-14 13F Dohj, Llc 0 -100,00 0
2026-02-10 13F Envestnet Asset Management Inc 1.935.702 -14,38 288.381 -12,39
2026-02-12 13F Litman Gregory Asset Management LLC 1.914 -44,10 285 -42,77
2026-02-11 13F MCF Advisors LLC 865 129
2026-02-12 13F Summit Financial, LLC 3.848 0,00 573 2,32
2026-01-28 13F Kingswood Wealth Advisors, Llc 3.518 -77,62 524 -77,10
2026-01-21 13F Capital Investment Advisory Services, LLC 15.889 -4,51 2.367 -2,27
2026-02-05 13F Thrivent Financial For Lutherans 57.379 1,15 9 0,00
2026-02-11 13F Franklin Resources Inc 17.828 -21,78 2.656 -19,95
2026-02-13 13F Sei Investments Co 84.766 -2,14 12.628 0,13
2026-02-13 13F Vivaldi Capital Management, LLC 2.647 0,00 394 2,34
2026-02-09 13F Putnam Fl Investment Management Co 126.592 1,97 18.860 4,33
2026-01-16 13F Tempus Wealth Planning, LLC 10.601 0,34 1.579 2,67
2026-02-11 13F Milestone Investment Advisors LLC 2.595 -0,57 387 1,58
2026-02-02 13F SNS Financial Group, LLC 10.116 -12,10 1.507 -10,03
2026-02-05 13F Cambridge Investment Research Advisors, Inc. 192.113 -2,61 29 0,00
2025-11-12 13F NewSquare Capital LLC 0 -100,00 0 -100,00
2025-11-14 13F Mount Yale Investment Advisors, LLC 0 -100,00 0 -100,00
2026-02-13 13F Colony Group, LLC 60.578 16,98 9.025 19,67
2026-02-12 13F Benson Wealth Management INC 134 20
2026-02-06 13F Tanglewood Legacy Advisors, LLC 1.000 0,00 149 2,07
2026-01-27 13F Symmetry Partners, LLC 9.189 14,48 1.369 17,12
2026-03-05 13F Gunpowder Capital Management, LLC dba Oliver Wealth Management 23 3
2026-01-23 13F Freestone Capital Holdings, LLC 2.745 10,82 409 13,33
2026-02-09 13F Kestra Investment Management, LLC 2.209 -12,10 329 -9,86
2026-02-12 13F StoneX Group Inc. 7.012 83,51 1.045 87,77
2026-01-22 13F Trilogy Capital Inc. 62.979 -3,45 9.383 -1,21
2026-01-26 13F BLB&B Advisors, LLC 8.981 2,21 1.338 4,53
2026-01-29 13F Courier Capital Llc 1.598 0,00 238 2,59
2026-02-03 13F Strategic Wealth Advisors LLC 61 0
2026-01-14 13F Centurion Wealth Management LLC 1.515 6,32 226 8,70
2026-01-23 13F/A HF Advisory Group, LLC 20.361 1,69 3.033 4,05
2026-02-13 13F Whalerock Point Partners, Llc 2.306 0,00 344 2,39
2026-02-17 13F Capitolis Liquid Global Markets LLC 63.500 -82,55 9.460 -82,15
2026-02-03 13F Liberty Atlantic Advisors LLC 2.941 438
2026-02-17 13F Glenmede Trust Co Na 422 0,00 63 21,57
2026-02-13 13F Integrated Wealth Concepts LLC 91.430 -28,13 13.621 -26,46
2026-02-12 13F Keel Point, LLC 7.258 0,00 1.081 2,37
2026-02-13 13F Kilter Group LLC 264 51,72 39 56,00
2026-01-08 13F Moller Financial Services 1.766 -16,02 263 -14,05
2026-02-10 13F Rothschild Investment Llc 132 0,00 20 0,00
2026-01-23 13F Cantor Fitzgerald Investment Adviser L.p. 3.972 3,12 592 5,54
2026-02-17 13F Snowden Capital Advisors LLC 16.476 -0,68 2.455 1,61
2026-01-14 13F Pallas Capital Advisors LLC 5.944 0,00 886 2,31
2026-01-23 13F Northland Securities, Inc. 2.884 430
2026-01-09 13F Affinity Capital Advisors, LLC 150.592 -0,74 22.435 0,98
2026-02-09 13F Harbour Investments, Inc. 94.101 6,05 14.019 8,51
2025-10-22 13F Massmutual Trust Co Fsb/adv 0 -100,00 0
2026-01-12 13F Fiduciary Financial Group, Llc 4.620 0,20 688 2,53
2026-02-11 13F Cerity Partners LLC 95.748 0,07 14.269 2,57
2026-01-29 13F Facet Wealth, Inc. 72.116 -1,44 10.946 2,75
2026-01-14 13F Exchange Traded Concepts, Llc 25 -35,90 4 -40,00
2026-01-30 13F Archer Investment Corp 413 0,00 62 1,67
2026-02-11 13F Cornerstone Advisors Asset Management, Inc 3.552 0,31 529 2,72
2026-01-26 13F Level Financial Advisors, Inc. 2.191 0,00 326 2,19
2026-01-27 13F Osborne Partners Capital Management, Llc 4.082 3,42 608 5,92
2026-02-13 13F Kestra Advisory Services, LLC 0 -100,00 0
2026-02-09 13F Huntington National Bank 159 1,27
2026-02-17 13F Integrated Advisors Network LLC 24.113 -10,55 3.592 -8,46
2026-02-02 13F One Wealth Advisors, LLC 105.998 -7,94 15.792 -5,80
2026-01-26 13F Quadrant Private Wealth Management, LLC 5.736 -2,33 855 -0,12
2026-02-06 13F Great Diamond Partners, LLC 4.684 -8,78 698 -6,69
2026-02-10 13F Argent Trust Co 2.429 0,00 362 2,27
2026-02-05 13F Intrua Financial, LLC 4.825 1,15 719 3,46
2026-02-06 13F Motco 1.708 9,42 254 11,89
2026-01-15 13F Brookstone Capital Management 223.718 8,46 33.330 10,98
2026-02-02 13F Legacy Edge Advisors, LLC 3.797 566
2026-02-03 13F Detalus Advisors, LLC 5.300 -0,47 790 1,81
2026-02-13 13F MAI Capital Management 17.580 7,43 2.619 9,95
2026-02-02 13F Oak Harbor Wealth Partners, Llc 66 10
2026-02-11 13F Commonwealth Retirement Investments LLC 280 42
2026-01-23 13F Kelsey Financial, LLC 5.207 776
2026-02-12 13F BRYN MAWR TRUST Co 11 0,00 2 0,00
2026-01-27 13F Retirement Income Solutions, Inc 54.307 10,72 8.091 13,29
2026-02-11 13F Metis Global Partners, LLC 5.491 11,15 818 13,77
2026-02-17 13F Amundi 0 -100,00 0
2026-02-17 13F Mercer Global Advisors Inc /adv 270.045 7,29 40.231 9,78
2026-01-21 13F Integris Wealth Management, LLC 23.430 -1,29 3.491 0,98
2026-02-06 13F Mach-1 Financial Group, Inc. 0 -100,00 0
2026-02-03 13F SBI Securities Co., Ltd. 5 -16,67 1
2026-02-17 13F High Falls Advisors, Inc 17.673 -0,05 2.633 2,25
2026-02-13 13F Partners Capital Investment Group, Llp 24.006 0,31 3.576 2,64
2026-01-27 13F Hobart Private Capital, LLC 1.394 0,00 208 2,48
2026-02-05 13F Proactive Wealth Strategies LLC 1.740 0,29 259 2,78
2026-01-26 13F JNBA Financial Advisors 910 136
2026-02-13 13F Smartleaf Asset Management LLC 12.279 13,22 1.844 17,09
2026-01-29 13F Dunhill Financial, LLC 358 92,47 53 96,30
2026-02-06 13F Creative Financial Designs Inc /adv 492 -15,61 73 -13,10
2026-01-30 13F Urban Wealth Management, LLC 1.824 -16,75 272 47,28
2026-02-02 13F CENTRAL TRUST Co 8.228 44,86 1.226 48,31
2026-01-08 13F Financial Management Network Inc 2.992 0,34 446 1,83
2026-01-28 13F Glassman Wealth Services 17 0,00 3 0,00
2026-01-26 13F Grand Wealth Management, Llc 99 0,00 15 0,00
2026-02-17 13F Advisor Group Holdings, Inc. 202.015 -10,29 30.105 -6,62
2026-02-11 13F O'shaughnessy Asset Management, Llc 19.077 9,01 2.842 11,54
2026-02-13 13F Parkside Financial Bank & Trust 385 0,00 57 1,79
2026-02-13 13F Maia Wealth LLC 35.253 -13,90 5.214 -14,78
2026-01-26 13F Chicago Capital, LLC 6.700 0,00 998 2,36
2026-01-28 13F Ramiah Investment Group 12.365 1.842
2026-01-28 13F Cranbrook Wealth Management, LLC 12.489 -0,40 1.861 1,92
2026-02-10 13F/A Northwestern Mutual Wealth Management Co 1.027.351 4,31 153.055 6,73
2026-01-09 13F Silvia Mccoll Wealth Management, Llc 5.879 0,00 876 2,34
2026-01-30 13F Keybank National Association/oh 226.075 -0,43 33.681 1,88
2026-02-09 13F Coldstream Capital Management Inc 16.819 -0,37 2.506 1,91
2025-10-14 13F Old National Bancorp /in/ 0 -100,00 0
2026-01-16 13F Ronald Blue Trust, Inc. 22.818 -0,87 3.399 1,43
2026-01-27 13F Elevate Wealth Advisory, Inc 176 0,00 26 4,00
2026-01-21 13F Sutton Place Investors Llc 5.497 -4,55 819 -2,39
2026-01-13 13F Buttonwood Financial Group, LLC 2.254 -49,43 341 -47,62
2026-02-10 13F Winthrop Capital Management, LLC 719 0,00 0
2026-02-12 13F RKL Wealth Management LLC 3.430 0,32 511 2,62
2026-01-09 13F Graves-Light Private Wealth Management, Inc. 1.579 0,00 235 2,62
2026-01-29 13F UBS Group AG 294.359 -14,80 43.854 -12,83
2026-02-12 13F Trailhead Planners LLC 1.580 235
2026-02-03 13F Wesbanco Bank Inc 2.506 -8,31 373 -6,05
2026-02-06 13F Tortoise Investment Management, LLC 1.862 0,00 277 2,21
2026-01-20 13F Hanson & Doremus Investment Management 49 0,00 0
2025-10-31 13F First Command Advisory Services, Inc. 0 -100,00 0 -100,00
2026-02-09 13F Northstar Financial Companies, Inc. 2.278 0,00 339 2,42
2026-01-30 13F Sigma Planning Corp 1.527 -2,12 227 0,00
2026-02-10 13F Evolution Wealth Management Inc. 282 64,91 42 75,00
2026-02-13 13F Wells Fargo & Company/mn 2.062.052 -4,60 307.204 -2,39
2026-01-12 13F Scott Capital Advisors, LLC 10.472 0,25 1.560 1,50
2026-02-05 13F Tucker Asset Management Llc 11 2
2026-02-10 13F Syntegra Private Wealth Group, LLC 3.524 -10,72 525 -8,54
2026-02-10 13F CFS Investment Advisory Services, LLC 49.808 -0,49 7.420 0,01
2026-02-10 13F Arcadia Wealth Management, Inc. 1.441 0,00 215 2,39
2026-01-21 13F Sowell Financial Services LLC 10.883 0,84 1.621 3,18
2026-01-09 13F Montecito Bank & Trust 12.697 -2,83 1.892 -0,58
2025-11-12 13F Arcadia Wealth Management, LLC 0 -100,00 0
2026-01-14 13F Braun-Bostich & Associates Inc. 1.769 2,97 264 5,20
2026-02-13 13F Transamerica Financial Advisors, Inc. 572 43,00 85 46,55
2026-02-17 13F Aqr Capital Management Llc 11.080 29,48 1.651 32,53
2026-01-27 13F GHP Investment Advisors, Inc. 20 0,00 3 0,00
2026-02-05 13F Avantax Planning Partners, Inc. 2.257 0,00 336 2,44
2026-02-05 13F Western Wealth Management, LLC 6.089 43,37 907 46,76
2026-02-13 13F Pine Valley Investments Ltd Liability Co 1.749 -27,22 261 -25,50
2026-01-14 13F Wealthcare Advisory Partners LLC 3.190 -47,53 475 -46,33
2026-01-13 13F Capital Investment Advisors, LLC 3.838 5,12 572 7,53
2026-02-17 13F Two Sigma Investments, Lp 70.500 -50,80 10.503 -49,66
2026-02-11 13F Capital Analysts, Inc. 3.384 -8,66 1
2026-01-28 13F Libra Wealth Llc 3.544 0,00 528 2,13
2026-02-06 13F Morling Financial Advisors, LLC 12.527 1,45 1.866 3,84
2026-02-03 13F Coston, McIsaac & Partners 22 0,00 0
2026-02-12 13F Commonwealth Equity Services, Llc 376.284 -6,04 56.059 96.551,72
2026-02-09 13F Atlantic Trust, LLC 659 0,00 98 3,16
2026-02-10 13F DT Investment Partners, LLC 782 117
2025-11-12 13F Duncan Williams Asset Management, LLC 0 -100,00 0
2026-02-06 13F Baron Silver Stevens Financial Advisors, Llc 0 -100,00 0
2026-02-06 13F EverSource Wealth Advisors, LLC 8.003 -0,52 1.192 1,79
2026-02-05 13F AlphaCore Capital LLC 7.459 9,64 1.111 12,22
2025-10-15 13F Stephens Consulting, LLC 0 -100,00 0 -100,00
2026-02-13 13F National Bank Of Canada /fi/ 411 -99,89 61 -99,88
2026-01-26 13F Keystone Wealth Services, LLC 30.775 -0,46 4.585 1,84
2026-02-24 13F Barnes Wealth Management Group, Inc 2.877 0,00 429 2,39
2025-11-14 13F Toronto Dominion Bank 0 -100,00 0
2025-11-13 13F Obsidian Personal Planning Solutions LLC 1.365 -10,73 204 -0,97
2026-02-26 13F TD Capital Management LLC 1.609 0,31 240 2,58
2026-02-02 13F Avidian Wealth Solutions, LLC 13.274 0,16 1.978 2,49
2026-02-13 13F Oarsman Capital, Inc. 1.352 -2,73 201 -0,50
2026-01-12 13F Foster Group, Inc. 25.269 16,13 3.765 18,81
2026-03-16 13F Bank of New Hampshire 1.320 0,00 197 2,08
2026-01-14 13F Acropolis Investment Management, LLC 13.610 11,37 2.028 22,63
2026-02-11 13F Tiaa Trust, National Association 5.986.011 0,80 897.324 4,01
2026-02-13 13F Schroder Investment Management Group 64.794 0,00 9.728 3,41
2026-01-26 13F Mirae Asset Global Investments Co., Ltd. 46.980 -40,79 6.999 -39,42
2026-02-03 13F MA Private Wealth 23.199 -4,23 3.456 -2,01
2026-01-07 13F Magnus Financial Group LLC 3.660 -1,90 545 0,37
2026-01-23 13F Sage Mountain Advisors LLC 11.476 0,00 1.710 2,34
2026-01-05 13F Foguth Wealth Management, LLC. 1.400 209
2026-02-09 13F Smithfield Trust Co 3.149 0,00 0
2026-02-13 13F W Advisors, Llc 8.588 0,00 1.279 2,32
2026-01-26 13F Nottingham Advisors, Inc. 8.139 -9,52 1.213 -7,41
2026-02-03 13F Milestone Asset Management Group, LLC 8.685 -1,16 1.294 1,09
2026-02-10 13F W.H. Cornerstone Investments Inc. 2.826 0,28 421 2,68
2025-11-06 13F Blalock Williams, Llc 0 -100,00 0
2026-01-27 13F Sage Financial Group Inc 1.950 -2,50 291 -0,34
2025-11-06 13F Financial Advocates Investment Management 0 -100,00 0
2026-02-13 13F Headlands Technologies LLC 10.212 1.521
2026-02-18 13F Alpha Capital Advisors Inc /adv 3.660 554
2026-02-02 13F Robertson Stephens Wealth Management, LLC 7.790 0,58 1.161 2,93
2025-11-14 13F Gts Securities Llc 0 -100,00 0 -100,00
2026-02-03 13F RWM Asset Management, LLC 5.923 0,00 895 3,83
2026-02-06 13F Larson Financial Group LLC 871 -77,14 130 -76,71
2026-01-16 13F Oregon Pacific Wealth Management, LLC 3.875 12,88 577 15,63
2026-01-30 13F Simplicity Wealth,LLC 13.083 1.949
2026-02-17 13F Fmr Llc 233.738 2,12 34.822 4,49
2026-01-27 13F Belpointe Asset Management LLC 3.976 48,69 593 52,19
2026-02-17 13F Bank Of America Corp /de/ 13.335.463 -1,14 1.986.717 1,16
2026-02-11 13F Buckingham Strategic Partners 35.404 53,83 5.275 53,67
2026-02-05 13F Novare Capital Management Llc 1.905 -9,07 284 -7,21
2026-01-14 13F Northwest Wealth Management, Llc 1.712 0,00 255 2,41
2026-02-04 13F Tsfg, Llc 6 0,00 0
2026-02-17 13F Main Street Financial Solutions, LLC 4.758 0,00 709 2,31
2026-01-29 13F UMA Financial Services, Inc. 33.653 1,27 5.014 3,62
2026-02-13 13F KilterHowling LLC 7.261 -3,69 1.082 -1,46
2026-01-27 13F Lodestar Private Asset Management Llc 5.105 -3,17 761 -0,91
2025-11-14 13F Concorde Asset Management, LLC 0 -100,00 0
2026-01-14 13F Emergent Wealth Advisors, LLC 4.111 0,54 612 2,86
2026-02-19 13F Invesco Ltd. 3.164 64,11 471 68,21
2026-02-10 13F New Republic Capital, LLC 719 0,00 107 2,88
2026-02-11 13F Flagship Wealth Advisors, Llc 411 -22,60 61 -20,78
2026-02-10 13F Savant Capital, LLC 24.921 -2,27 3.713 0,00
2026-01-20 13F Stratos Wealth Partners, LTD. 31.711 -2,37 4.724 -0,11
2026-02-11 13F Janney Montgomery Scott LLC 105.361 -3,66 16 0,00
2026-02-17 13F Keebeck Wealth Management, LLC 74.699 -1,71 11.129 0,57
2026-01-16 13F Marino, Stram & Associates Llc 7.773 0,17 1.158 2,57
2026-02-13 13F Neuberger Berman Group LLC 36.286 -23,43 5.406 -21,66
2026-02-05 13F Staley Capital Advisers Inc 80.000 -11,11 11.918 -9,05
2026-02-09 13F Key FInancial Inc 632 10,68 94 13,25
2026-02-11 13F Simplex Trading, Llc 2 0
2026-01-07 13F Capital Advantage, Inc. 1.415 211
2026-01-26 13F Spectrum Asset Management, Inc. (NB/CA) 15.145 22,69 2.256 25,54
2026-01-21 13F Crews Bank & Trust 0 -100,00 0
2026-01-29 13F D.a. Davidson & Co. 6.882 -9,98 1.025 -7,91
2026-02-06 13F Advisory Alpha, LLC 1.762 -83,03 263 -82,76
2026-02-13 13F Mariner, LLC 122.807 43,95 18.296 47,30
2026-01-16 13F RHS Financial, LLC 13.478 -9,62 2.008 -7,55
2026-02-17 13F Creative Planning 309.687 3,19 46.137 5,59
2026-02-03 13F Emerald Investment Partners, Llc 6.107 -2,74 910 -0,55
2026-02-13 13F Resources Management Corp /ct/ /adv 0 -100,00 0
2026-01-13 13F Signal Advisors Wealth, LLC 1.977 -42,70 295 -41,43
2026-02-05 13F Pinnacle Associates Ltd 1.787 -10,07 266 -7,96
2026-02-09 13F Prospera Financial Services Inc 6.179 60,29 921 63,99
2026-01-28 13F Davis Capital Management 24 4
2026-01-29 13F Financial Life Planners 0 -100,00 0
2026-01-13 13F Two West Capital Advisors LLC 7.259 -4,10 1.081 -3,57
2026-01-28 13F Caliber Wealth Management, LLC / KS 11.907 1,31 1.774 3,62
2026-02-04 13F Meridian Wealth Management, LLC 5.872 1,56 875 3,92
2026-02-13 13F Banco Santander, S.A. 31.000 4.618
2026-02-18 13F Caitlin John, LLC 247 0,00 37 2,86
2026-01-28 13F Alesco Advisors Llc 248.808 -0,86 37.067 1,45
2026-02-10 13F/A Core Wealth Advisors, Llc 3.366 501
2026-02-10 13F JMG Financial Group, Ltd. 10.399 -13,32 1.549 -11,28
2026-01-15 13F ERn Financial, LLC 6.983 -1,68 1.040 0,58
2026-02-06 13F McKinley Carter Wealth Services, Inc. 33.161 -6,89 4.940 -4,73
2026-01-20 13F Savvy Advisors, Inc. 3.853 -17,53 574 -15,59
2026-01-22 13F Venturi Wealth Management, LLC 2.778 2,13 414 4,29
2026-02-13 13F Baird Financial Group, Inc. 10.385 -20,89 1.547 -19,05
2025-10-10 13F Kathleen S. Wright Associates Inc. 99 0,00 14 7,69
2026-02-10 13F Old Peak Finance LLC 4.040 602
2026-02-10 13F Foundations Investment Advisors, LLC 3.751 -9,96 559 -7,92
2026-01-30 13F Arlington Trust Co LLC 480 -68,42 72 -67,87
2025-11-04 13F Guerra Advisors Inc 49 7
2026-02-09 13F Global Assets Advisory, LLC 0 -100,00 0
2026-02-12 13F Gerber Kawasaki Wealth & Investment Management 1.643 -79,92 245 -79,51
2026-02-09 13F Bellwether Advisors, LLC 2.248 0,00 335 2,14
2025-11-14 13F WealthTrak Capital Management LLC 0 -100,00 0
2026-02-17 13F/A Kovack Advisors, Inc. 1.671 249
2026-01-26 13F Valmark Advisers, Inc. 3.992 -67,02 595 -66,29
2026-01-28 13F Aspen Wealth Strategies, LLC 2.397 0,00 357 2,29
2026-02-09 13F Cary Street Partners Financial Llc 3.395 1,65 506 3,91
2026-01-20 13F Fundamentun, Llc 1.556 0,00 232 2,21
2026-01-27 13F Klaas Financial Asset Advisors, LLC 61.184 -6,96 9.115 -4,80
2026-02-12 13F Triumph Capital Management 232 -0,85 35 0,00
2026-02-10 13F Godfrey Financial Associates, Inc. 3.779 563
2026-01-23 13F Valley National Advisers Inc 3.729 1
2026-01-15 13F Archford Capital Strategies, LLC 4.130 0,00 615 2,33
2026-01-28 13F Chicago Partners Investment Group LLC 11.260 -2,80 1.692 -2,87
2026-02-03 13F Apeiron RIA LLC 1.809 -5,73 274 -1,44
2026-02-05 13F Boulder Wealth Advisors, LLC 35.227 3,17 5.248 5,57
2026-01-21 13F Modera Wealth Management, LLC 57.190 0,29 8.520 2,63
2026-02-02 13F Opes Wealth Management LLC 23.256 0,00 3.465 2,30
2026-01-29 13F Klingman & Associates, LLC 1.826 0,00 272 2,64
2026-02-04 13F Legacy Financial Advisors, Inc. 0 -100,00 0
2026-01-07 13F Retirement Wealth Solutions LLC 31 0,00 5 0,00
2026-02-04 13F Ameritas Advisory Services, LLC 0 -100,00 0
2026-02-03 13F Alpha Cubed Investments, LLC 3.839 0,18 572 2,51
2026-02-13 13F Clarity Asset Management, Inc. 83.604 -2,61 12.455 -0,35
2026-01-08 13F Firethorn Wealth Partners, Llc 7.372 -0,14 1.098 2,23
2026-01-23 13F Assetmark, Inc 51.793 -7,26 7.716 -5,10
2026-02-02 13F Fifth Third Bancorp 1.035 0,00 154 2,67
2026-02-13 13F Pinnacle Wealth Planning Services, Inc. 45 7
2026-01-29 13F Advisors Capital Management, LLC 8.804 1.312
2026-02-04 13F Pensionmark Financial Group, Llc 12.215 2,93 1.732 0,23
2026-02-09 13F Weinberger Asset Management, Inc 2.738 408
2026-02-13 13F Gen-Wealth Partners Inc 3.179 -18,53 474 -16,73
2026-01-12 13F Ryan Investment Management, Inc. 8.111 -31,85 1.208 -30,25
2026-01-21 13F Aaron Wealth Advisors LLC 5.674 -19,57 845 -17,72
2026-01-26 13F CWC Advisors, LLC. 9.446 0,01 1.407 2,33
2026-02-17 13F Perennial Investment Advisors, LLC 15.825 0,57 2.358 2,93
2026-02-11 13F Schwallier Wealth Management LLC 1.721 0,29 259 4,02
2026-02-10 13F Founders Financial Securities Llc 9.065 1.351
2026-02-13 13F Citigroup Inc 460.875 -25,54 68.661 -23,81
2026-01-21 13F Signature Resources Capital Management, LLC 123 0,00 18 5,88
2026-02-12 13F Riverwater Partners LLC 5.959 -0,88 888 1,37
2026-02-12 13F BlackRock, Inc. 2.103.406 1,42 313.365 3,77
2026-02-17 13F Citadel Advisors Llc 0 -100,00 0
2026-02-17 13F Cape Investment Advisory, Inc. 168 0,00 25 4,17
2026-01-13 13F Presilium Private Wealth, Llc 6.813 -0,97 1.015 1,40
2026-01-12 13F Abound Wealth Management 1.094 21,56 163 23,66
2026-01-29 13F ArborFi Advisors, LLC 1.997 6,22 298 8,79
2026-02-17 13F Royal Bank Of Canada 529.305 -7,26 78.855 -5,10
2025-11-07 13F Certus Wealth Management, LLC 4.251 -4,30 619 2,83
2026-02-11 13F Real Talk Capital, LLC 1.373 -0,44 205 2,00
2026-01-23 13F Clear Creek Financial Management, LLC 8.263 -1,03 1.231 1,32
2026-02-05 13F WealthPlan Investment Management, LLC 25.754 -0,05 3.837 2,27
2026-01-29 13F Seven Post Investment Office LP 2.532 0,00 377 2,45
2026-02-13 13F Advyzon Investment Management, LLC 1.446 215
2026-01-16 13F Worth Financial Advisory Group, LLC 2.080 0,00 310 2,32
2026-02-06 13F Csenge Advisory Group 2.701 -4,96 402 -2,66
2026-01-27 13F PFG Advisors 5.384 13,71 802 16,40
2026-02-05 13F 1st Source Bank 14.855 -3,03 2.213 -0,76
2026-01-27 13F Forum Financial Management, LP 2.011 14,78 300 17,25
2026-02-17 13F Note Advisors, LLC 1.974 0,00 295 2,44
2026-01-09 13F Dynamic Advisor Solutions LLC 9.884 -60,99 1.473 -60,09
2026-02-10 13F Hazlett, Burt & Watson, Inc. 0 -100,00 0
2026-02-17 13F Vertex Planning Partners, LLC 2.121 10,64 316 12,90
2026-02-11 13F LPL Financial LLC 1.162.088 -1,89 173.128 0,38
2026-01-15 13F Strategic Point Investment Advisors, LLC 12.685 -1,21 1.890 1,07
2026-02-17 13F Cresset Asset Management, LLC 7.138 0,98 1.063 3,30
2026-02-10 13F Lido Advisors, LLC 5.229 3,03 766 3,66
2026-02-03 13F RFG Advisory, LLC 28.089 9,90 4.185 12,44
2026-01-27 13F Security Financial Services, INC. 1.556 -11,69 232 -9,77
2026-02-13 13F Golden State Wealth Management, LLC 3.752 0,16 559 2,39
2026-01-21 13F Tarbox Family Office, Inc. 3.854 -65,83 574 -65,04
2026-01-12 13F Focus Financial Network, Inc. 19.735 -0,13 2.940 2,23
2026-01-21 13F Flagship Harbor Advisors, Llc 0 -100,00 0
2026-02-17 13F NorthRock Partners, LLC 68.699 10.235
2026-02-17 13F Raymond James Financial Inc 222.335 12,69 33.124 15,31
2026-02-17 13F Guardian Wealth Advisors, Llc / Nc 1.528 -1,29 228 0,89
2026-02-13 13F Veridan Wealth LLC 0 -100,00 0
2026-02-13 13F Tableaux Llc 3.235 -50,00 482 -48,94
2026-02-05 13F Mission Wealth Management, Lp 225.333 -2,09 33.570 0,18
2026-02-17 13F Northern Trust Corp 5.159.275 0,15 768.629 2,48
2026-02-06 13F Signature Estate & Investment Advisors Llc 2.745 18,17 409 20,71
2026-02-06 13F Planning Alternatives Ltd /adv 35.770 9,92 5.329 12,50
2026-02-13 13F Squarepoint Ops LLC 2.402 13,09 358 15,53
2026-02-04 13F Advisor OS, LLC 1.418 211
2026-01-28 13F Morton Brown Family Wealth, LLC 7.662 -3,53 1.141 -1,30
2026-02-05 13F Navalign, LLC 1.079 161
2026-02-05 13F Center for Financial Planning, Inc. 588 0,00 88 2,35
2026-02-10 13F Sentinus, LLC 5.009 2,58 746 5,07
2026-01-13 13F Mather Group, Llc. 3.077 0,13 458 2,46
2026-01-12 13F Heritage Family Offices, LLP 3.475 -22,93 518 -21,19
2026-01-26 13F XY Planning Network, Inc. 6.340 5,90 945 16,54
2026-01-28 13F APS Management Group, Inc. 4.772 0,17 711 2,60
2026-02-18 13F Financial Advisory Service, Inc. 62 0,00 9 0,00
2025-10-31 13F Mendel Capital Management LLC 13.976 0,03 2.035 7,62
2026-01-15 13F Trust Co 189 0,00 28 3,70
2026-01-29 13F Quadcap Wealth Management, LLC 1.992 0,00 297 2,07
2026-01-23 13F DHJJ Financial Advisors, Ltd. 365 0,00 54 1,89
2026-02-03 13F Pearl Planning LLC 1.732 258
2026-01-13 13F FC Advisory LLC 4.636 0,56 691 2,83
2026-02-03 13F CGC Financial Services, LLC 2.421 0,00 361 2,27
2026-02-04 13F Midwest Heritage Bank, FSB 7.306 -9,30 1.088 -7,17
2026-02-20 13F Talisman Wealth Advisors LLC 5.698 20,72 852 23,87
2026-01-20 13F Signaturefd, Llc 4.384 2,17 653 4,65
2026-02-12 13F Grey Fox Wealth Advisors, LLC 3.063 -17,73 456 -15,87
2026-02-06 13F Covestor Ltd 6 -25,00 0
2026-01-30 13F Citizens Financial Group Inc/ri 2.799 -2,71 417 -0,48
2026-01-14 13F Jfs Wealth Advisors, Llc 1.487 -0,54 222 1,84
2026-01-29 13F Kickstand Ventures, Llc. 9.865 -0,28 1.470 2,01
2026-01-14 13F Cypress Wealth Services, LLC 57.940 -0,97 8.632 1,33
2026-01-07 13F Sterling Manor Financial, LLC 1.593 -3,92 237 -1,66
2026-02-13 13F Clearview Wealth Advisors LLC 11.713 0,45 1.745 2,83
2026-01-14 13F Waldron Private Wealth LLC 2.623 0,00 391 2,36
2026-02-12 13F Callan Family Office, LLC 1.969 -1,01 293 1,38
2026-02-03 13F Legacy Wealth Managment, LLC/ID 3.809 567
2026-02-09 13F M3 Wealth Management, LLC 2.278 339
2026-02-11 13F GFS Advisors, LLC 13.500 2.011
2026-01-05 13F Rosenberg Matthew Hamilton 4.607 -41,51 686 -40,14
2026-01-30 13F United Community Bank 66 0,00 10 0,00
2026-02-11 13F Hughes Financial Services, LLC 6.590 -4,30 982 -4,57
2026-02-12 13F Blue Edge Capital, LLC 91.302 -4,49 13.602 -2,27
2026-01-21 13F Walkner Condon Financial Advisors LLC 6.083 0,43 906 2,84
2026-01-05 13F Horizons Wealth Management 1.991 0,00 297 2,42
2026-02-12 13F Hrt Financial Lp 22.745 94,85 3 200,00
2026-01-28 13F Villere St Denis J & Co Llc 3.000 0,00 447 2,29
2026-02-11 13F Nemes Rush Group LLC 1.694 -0,24 252 2,02
2026-01-22 13F TSA Wealth Managment LLC 7.052 0,00 1.051 2,34
2026-01-26 13F Capitol Family Office, Inc. 41 -2,38 6 0,00
2026-02-12 13F Bank Of Montreal /can/ 46.453 892,16 6.921 916,15
2026-01-23 13F Charter Oak Capital Management, LLC 11.108 0,01 1.655 2,29
2026-02-05 13F Bank Julius Baer & Co. Ltd, Zurich 0 -100,00 0
2026-02-11 13F Ipsen Advisor Group LLC 11.749 -13,18 1.750 -11,17
2025-11-14 13F Green Harvest Asset Management LLC 0 -100,00 0
2026-01-23 13F Nbt Bank N A /ny 749 0,40 1.168 -2,83
2026-02-13 13F Visionary Wealth Advisors 3.795 0,24 565 2,54
2026-02-17 13F Cetera Investment Advisers 275.687 -2,18 41.072 0,09
2026-02-03 13F Manning & Napier Advisors Llc 6.995 -9,74 1.042 -7,62
2026-01-29 13F Sanctuary Advisors, LLC 55.981 -2,89 8.340 -0,63
2026-01-29 13F Live Oak Investment Partners 6.848 20,61 1.020 23,49
2026-01-12 13F CVA Family Office, LLC 257 0,00 38 2,70
2026-01-28 13F Salomon & Ludwin, LLC 151 -6,21 23 -4,35
2026-02-09 13F Kingsview Wealth Management, LLC 4.600 1,21 685 3,63
2026-01-20 13F Tritonpoint Wealth, Llc 0 -100,00 0
2026-02-17 13F Prosperity Consulting Group, LLC 0 -100,00 0 -100,00
2026-02-17 13F National Asset Management, Inc. 4.801 -0,06 715 2,29
2026-02-13 13F Stifel Financial Corp 25.113 -11,26 3.741 -9,20
2026-02-17 13F Private Advisor Group, LLC 40.573 -6,69 6.044 -4,52
2026-02-02 13F Truist Financial Corp 182.808 122,86 27.235 128,03
2026-01-21 13F Stock Yards Bank & Trust Co 3.192 0,00 476 2,37
2026-02-10 13F Essex Financial Services, Inc. 2.781 2,96 414 5,34
2026-01-28 13F Geneos Wealth Management Inc. 2.076 -2,12 309 0,32
2026-02-13 13F Centerpoint Advisors, LLC 484 10,76 0
2026-02-17 13F XTX Topco Ltd 2.397 357
2026-01-29 13F Compass Ion Advisors, LLC 9.250 0,00 1.378 2,38
2026-01-21 13F Elwood & Goetz Wealth Advisory Group, LLC 2.439 363
2026-01-08 13F Cooper Financial Group 1.769 -1,34 264 0,77
2026-02-17 13F Evolve Private Wealth, Llc 4.961 739
2025-11-14 13F WNY Asset Management, LLC 10.954 16,99 1.595 25,91
2026-02-20 13F Sunbelt Securities, Inc. 101 9,78 15 15,38
2026-01-26 13F West Wealth Group, LLC 10.122 0,04 1.508 2,59
2025-10-29 13F Tradewinds, LLC. 0 -100,00 0
2026-02-04 13F Independent Advisor Alliance 4.446 0,00 662 2,32
2025-11-10 13F Curtis Advisory Group, LLC 0 -100,00 0 -100,00
2026-02-12 13F Elevation Wealth Management LLC 2.462 367
2026-01-26 13F Northwest Capital Management Inc 2.832 -80,78 422 -80,37
2026-02-13 13F Journey Strategic Wealth Llc 19.783 -19,12 2.947 -17,24
2026-01-27 13F Fortis Capital Advisors, LLC 1.342 200
2026-02-12 13F Absolute Capital Management, LLC 1.595 238
2026-02-02 13F Cornerstone Planning Group LLC 460 12,47 70 15,00
2026-02-13 13F Mml Investors Services, Llc 182.511 0,02 27.190 2,35
2026-01-08 13F Sound View Wealth Advisors Group, LLC 2.270 0,00 338 2,42
2026-01-20 13F Aspiriant, Llc 5.146 1,26 767 3,65
2026-02-10 13F Moment Partners, LLC 24.948 7,73 3.717 10,23
2026-02-09 13F White Lighthouse Investment Management Inc. 17.143 -1,07 2.554 1,23
2026-02-13 13F Gould Asset Management Llc /ca/ 10.456 -7,52 1.558 -5,41
2026-02-06 13F Orin Green Financial, LLC 7.978 0,00 1.189 2,33
2026-01-23 13F Rsm Us Wealth Management Llc 124.142 -5,81 18.639 -2,87
2026-02-06 13F BOK Financial Private Wealth, Inc. 849 0,00 126 2,44
2025-11-14 13F Flow Traders U.s. Llc 0 -100,00 0
2026-02-17 13F Hilltop Holdings Inc. 1.853 -11,55 276 -9,51
2025-11-06 13F Wealthstream Advisors, Inc. 2.944 0,00 429 7,54
2026-02-11 13F Ameraudi Asset Management, Inc. 6.022 0,00 897 2,40
2025-11-04 13F Twin City Private Wealth, Llc 0 -100,00 0
2026-02-10 13F Garde Capital, Inc. 22.023 1,19 3.281 3,54
2025-11-10 13F Lion Street Advisors, LLC 4.785 504
2026-02-13 13F Wealth Alliance 8.542 -7,52 1.273 -5,36
2026-02-05 13F Bessemer Group Inc 11.889 16,68 2 0,00
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-02-12 13F Pettinga Financial Advisors, LLC 2.389 0,00 356 2,31
2025-11-10 13F D'Orazio & Associates, Inc. 0 -100,00 0
2026-02-02 13F Holistic Planning, LLC 1.674 249
2026-01-23 13F Creative Capital Management Investments LLC 154 0,00 23 0,00
2026-01-30 13F Us Bancorp \de\ 4.686 37,99 698 41,30
2025-11-07 13F Financial Advisors, LLC 56.392 0,56 8.211 8,21
2026-01-08 13F Asempa Wealth Advisors 4.649 693
2026-01-08 13F Fermata Advisors, LLC 1.862 277
2026-01-15 13F Cherry Creek Investment Advisors, Inc. 1.488 -6,30 222 -4,33
2026-01-16 13F M3 Advisory Group, LLC 1.697 0,06 253 2,44
2026-01-14 13F Spire Wealth Management 5.218 0,02 777 2,37
2025-10-28 13F Copperleaf Capital, LLC 4.650 18,38 677 27,50
2026-01-26 13F PDS Planning, Inc 3.134 7,04 467 9,39
2026-01-29 13F Atlas Legacy Advisors, LLC 47.143 5,66 7.022 8,10
2026-02-12 13F Financial Engines Advisors L.L.C. 1.859 -30,43 277 -29,05
2026-02-03 13F Fire Capital Management LLC 1.519 226
2026-02-05 13F Atria Investments Llc 6.592 -5,21 982 -2,96
2026-02-13 13F Pathstone Holdings, LLC 19.250 -0,72 2.868 1,56
2026-02-11 13F Parallel Advisors, LLC 53.292 -4,46 7.940 -2,24
2026-01-15 13F Bernard Wealth Management Corp. 140 0,00 21 0,00
2026-02-03 13F Farmers & Merchants Investments Inc 885 0,00 132 2,34
2025-11-12 13F Accredited Wealth Management, LLC 554 -35,95 126 6,84
2026-01-22 13F Maseco Llp 1 0,00 0
2026-01-23 13F Keener Financial Planning LLC 6.838 29,98 1
2026-01-22 13F Bartlett & Co. Wealth Management Llc 1.294 0,00 193 2,13
2025-11-14 13F Imprint Wealth LLC 0 -100,00 0
2026-02-03 13F Gallacher Capital Management LLC 1.866 0,00 278 2,21
2026-02-17 13F Equitable Holdings, Inc. 25.526 6,86 3.803 9,32
2026-01-26 13F Patriot Financial Group Insurance Agency, LLC 5.800 3,20 864 5,62
2026-01-08 13F Traveka Wealth, LLC 2.763 -41,42 412 -40,09
2026-02-13 13F SRS Capital Advisors, Inc. 14.506 2.161
2026-02-06 13F IFP Advisors, Inc 5.370 -0,76 800 1,65
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-02-12 13F Wedbush Securities Inc 23.206 -0,54 3 0,00
2026-02-12 13F Front Row Advisors LLC 5.790 0,00 863 2,25
2026-01-27 13F Horst & Graben Wealth Management LLC 33.722 -0,49 4.992 1,20
2026-01-29 13F St Germain D J Co Inc 29 0,00 4 0,00
2026-02-04 13F Prosperitas Financial LLC 2.786 18,65 415 21,70
2026-02-10 13F Pecaut & Co. 1.960 32,61 292 35,81
2026-02-05 13F Allworth Financial LP 12.832 -2,13 1.912 0,16
2026-02-09 13F Goodwin Investment Advisory 30.772 -5,01 4.584 -2,80
2026-01-23 13F Peak Financial Management, Inc. 3.682 -1,92 549 0,37
2026-02-09 13F Hartland & Co., LLC 2.596 0,00 387 2,39
2026-01-30 13F Wealthfront Advisers Llc 2.591.308 3,62 386.053 6,02
2026-02-13 13F Fiduciary Trust Co 678.480 2,06 101.080 4,43
2026-02-10 13F Vantus Wealth LLC 1.816 271
2026-02-10 13F Eq Llc 4.173 25,05 622 28,04
2026-02-09 13F Hantz Financial Services, Inc. 43 0,00 0
2026-02-14 13F Rockefeller Capital Management L.P. 28.110 -8,08 4.189 -5,93
2026-02-17 13F SageView Advisory Group, LLC 1.867 -16,91 278 -14,98
2026-01-14 13F Lantz Financial LLC 3.740 -3,33 557 -1,07
2026-02-10 13F Bank of New York Mellon Corp 55.277 -12,29 8.235 -10,25
2026-02-17 13F Redwood Investment Management, Llc 0 -100,00 0
2026-02-06 13F Axxcess Wealth Management, Llc 164.684 1.064,26 24.535 1.091,55
2026-01-20 13F Sovran Advisors, LLC 7.978 -2,61 1.204 -1,31
2026-01-14 13F Weil Company, Inc. 22.828 6,15 3.401 8,59
2026-01-21 13F SC&H Financial Advisors, Inc. 0 -100,00 0
2026-02-11 13F Curtis Wealth Management Llc 3.498 529
2026-01-28 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 837 0,00 127 2,44
2026-02-06 13F Midwest Financial Partners Investments, Inc. 40.165 5.984
2026-02-12 13F Brinker Capital Investments, LLC 36.870 1,02 5.493 3,35
2026-01-26 13F Tanager Wealth Management LLP 3.298 0,00 491 2,29
2026-01-30 13F Caldwell Securities, Inc 58 0,00 9 0,00
2026-01-16 13F BridgePort Financial Solutions, LLC 0 -100,00 0
2026-01-06 13F Investors Research Corp 1.418 5,58 211 8,21
2026-01-29 13F Nbc Securities, Inc. 542 0,00 81 2,56
2026-02-04 13F Nwam Llc 0 -100,00 0 -100,00
2026-01-05 13F Park Avenue Securities Llc 205.942 -7,62 31 -6,25
2026-01-12 13F DAVENPORT & Co LLC 13.251 0,26 1.974 2,60
2025-11-12 13F Palo Alto Wealth Advisors, Llc 1.616 0,25 242 10,55
2026-02-17 13F Qube Research & Technologies Ltd 2.785 247,69 415 256,90
2026-02-17 13F Ameriprise Financial Inc 362.050 6,23 53.938 8,62
2026-02-11 13F SOUTH STATE Corp 0 -100,00 0
2026-01-22 13F Apollon Wealth Management, LLC 15.997 -0,12 2.383 2,19
2026-01-09 13F Murphy, Middleton, Hinkle & Parker, Inc. 11.228 252,64 1.711 269,55
2026-02-04 13F Bailard, Inc. 3.127 -3,16 466 -1,06
2026-02-02 13F Estate Counselors, LLC 3.700 0,00 551 2,42
2026-01-30 13F/A M&t Bank Corp 6.754 6,58 1.006 9,11
2026-02-13 13F Ally Invest Advisors Inc. 335.335 0,42 49.958 2,75
2026-02-11 13F Jpmorgan Chase & Co 10.288.654 4,16 1.532.804 6,58
2026-02-12 13F CIBC Private Wealth Group, LLC 3.335 7,96 497 10,47
2026-01-23 13F Patriot Investment Management Inc. 1.575 -4,60 235 -2,50
2026-02-12 13F Brown Brothers Harriman & Co 510 0,00 76 1,35
2026-01-26 13F Cwm, Llc 277.685 -4,81 41 -2,38
2026-01-26 13F Asset Dedication, LLC 982 0,00 146 2,82
2026-02-02 13F Pittenger & Anderson Inc 9.281 18,29 1.383 21,02
2026-02-17 13F Clark Capital Management Group, Inc. 1.475 0,00 220 2,34
2026-01-29 13F Ashton Thomas Private Wealth, LLC 187.363 0,08 27.913 2,40
2026-01-23 13F Brown, Lisle/cummings, Inc. 209 0,00 31 3,33
2025-11-14 13F Eqis Capital Management, Inc. 0 -100,00 0
2026-02-17 13F Wealth Architects, LLC 65.846 11,77 9.810 14,36
2026-02-17 13F Old Mission Capital Llc 0 -100,00 0
2026-01-27 13F Institute for Wealth Management, LLC. 1.435 -97,08 214 -97,02
2026-01-27 13F Vision Capital Management, Inc. 14.642 0,07 2.181 2,39
2026-02-06 13F Burling Wealth Partners, Llc 2.200 0,00 328 2,19
2026-02-17 13F Nepc Llc 13.905 0,00 2.072 2,32
2026-02-03 13F Ethic Inc. 2.612 35,69 389 38,93
2026-01-05 13F GAMMA Investing LLC 129 -78,64 19 -78,16
2026-02-05 13F GSB Wealth Management, LLC 13.369 -2,41 1.992 -0,15
2026-01-30 13F Bogart Wealth, LLC 13.914 -2,56 2.073 -0,34
2026-02-17 13F Regal Investment Advisors LLC 15.921 -9,87 2.372 -7,78
2026-01-12 13F Client 1st Advisory Group, Llc 86.496 -8,40 12.886 -6,27
2026-01-07 13F Procyon Private Wealth Partners, LLC 2.148 320
2026-02-09 13F Annis Gardner Whiting Capital Advisors, LLC 17.518 -1,12 2.610 1,16
2026-02-13 13F Resources Investment Advisors, LLC. 71.145 -3,35 10.599 -1,10
2026-02-12 13F Johnson Financial Group, Inc. 292 0,00 44 2,38
2026-02-10 13F Jordan Park Group LLC 24.093 -5,19 3.589 -3,00
2026-01-23 13F ABLE Financial Group, LLC 2.804 -1,13 418 1,21
2025-10-28 13F D. Scott Neal, Inc. 2.889 -4,24 421 2,94
2026-02-02 13F Balentine LLC 871 0,00 130 2,38
2026-02-13 13F Retirement Capital Strategies 7.467 -1,35 1.112 0,91
2026-02-10 13F Yukon Wealth Management, Inc. 42.178 -11,68 6.283 -9,64
2026-01-21 13F MBE Wealth Management, LLC 4.472 5,32 666 7,77
2026-02-19 13F CI Private Wealth, LLC 132.786 -0,58 19.783 4,13
2026-03-03 13F NWF Advisory Services Inc. 3.300 -1,99 492 0,20
2026-02-05 13F Atlas Private Wealth Advisors 2.083 -22,25 310 -20,51
2026-02-13 13F First Trust Advisors Lp 6.270 -1,51 934 0,86
2026-02-04 13F Pure Financial Advisors, Inc. 15.229 5,67 2.269 8,10
2026-02-11 13F United Financial Planning Group LLC 270 0,37 40 2,56
2026-01-12 13F Seacrest Wealth Management, Llc 2.055 0,00 310 2,32
2026-01-29 13F BKM Wealth Management, LLC 1.900 0,00 283 2,54
2026-01-22 13F Fiduciary Alliance LLC 1.359 202
2026-01-15 13F Fortitude Family Office, LLC 247 -43,99 37 -43,75
2026-02-12 13F Great Valley Advisor Group, Inc. 3.868 0,10 576 2,49
2026-02-05 13F Sherman Asset Management, Inc. 3.751 1,05 559 3,33
2026-02-12 13F Banco BTG Pactual S.A. 13.051 1,56 1.944 3,96
2026-02-18 13F Andrews Advisory Associates, LLC 3.160 471
2026-01-20 13F JB Capital LLC 8.463 -8,84 1.261 -6,74
2026-02-11 13F Vise Technologies, Inc. 9.726 31,91 1.449 34,95
2026-02-13 13F TritonPoint Partners, LLC 1.603 239
2026-01-28 13F Trademark Financial Management, LLC 2.290 0,00 341 2,40
2026-01-27 13F Evergreen Capital Management Llc 2.991 -1,64 446 0,68
2026-01-30 13F Catalytic Wealth RIA, LLC 9.948 104,35 1.482 109,32
2026-01-14 13F Clarius Group, LLC 168.201 -1,15 25.059 1,14
2026-02-02 13F Mutual Advisors, LLC 39.616 -1,58 5.902 -0,22
2026-02-17 13F Ancora Advisors, LLC 3.997 -0,65 595 1,71
2025-11-12 13F CIBC Bancorp USA Inc. 3.089 450
2026-01-15 13F Polaris Investment Advisors, LLC 2.499 372
2026-01-12 13F Shotwell Rutter Baer Inc 5.397 -1,24 813 1,00
2026-02-05 13F TrueWealth Financial Partners 25.546 3.806
2026-02-02 13F Miracle Mile Advisors, LLC 313.048 5,86 46.638 8,31
2026-01-20 13F Jackson Wealth Management, LLC 1.359 202
2026-01-07 13F Harbor Investment Advisory, Llc 527 0,00 79 2,63
2026-01-29 13F Higgins & Schmidt Wealth Strategies LLC 17.445 37,30 2.599 40,51
2026-02-10 13F North Berkeley Wealth Management, LLC 3.845 0,00 573 2,33
2026-02-17 13F Blair William & Co/il 12.547 3,92 1.869 6,37
2026-02-13 13F Becker Capital Management Inc 5.489 818
2026-02-17 13F Quantinno Capital Management LP 2.309 0,00 344 2,08
2026-01-26 13F AE Wealth Management LLC 15.051 7,75 2.242 10,28
2026-02-06 13F HighTower Advisors, LLC 306.448 -0,98 45.655 1,32
2026-01-27 13F First Horizon Corp 19.058 -3,58 2.839 -1,32
2026-02-09 13F Valtinson Bruner Financial Planning LLC 2.901 -21,17 432 -19,25
2026-02-06 13F Van Hulzen Asset Management, LLC 89.903 2,34 13.394 4,71
2026-02-17 13F Wit, Llc 12.474 1.858
2026-02-06 13F Summit Wealth Group, LLC 41.466 -1,61 6.178 0,67
2026-02-12 13F Moneta Group Investment Advisors Llc 19.377 -0,26 2.887 2,05
2026-02-12 13F Steward Partners Investment Advisory, Llc 28.625 -3,75 4.265 -1,50
2026-02-17 13F Alliancebernstein L.p. 174.141 -0,47 25.944 1,84
2026-01-05 13F Garrett Investment Advisors LLC 18.277 -5,01 2.723 -2,82
2026-02-11 13F FLC Capital Advisors 24.073 -0,82 3.586 1,50
2025-10-24 13F Members Capital Advisors Inc 24.582 372,28 3.579 408,38
2026-01-12 13F Farrell Financial LLC 5.684 -0,07 847 2,17
2026-02-17 13F Ameriflex Group, Inc. 272 -49,91 40 -48,72
2026-02-03 13F Channel Wealth Llc 2.053 21,91 306 24,49
2026-02-05 13F Elyxium Wealth, LLC 168 25
2026-02-13 13F Umb Bank N A/mo 38.912 0,07 5.797 2,40
2026-02-04 13F Atlantic Union Bankshares Corp 48 7
2025-11-13 13F Glenmede Investment Management, LP 422 0,00 61 7,02
2026-01-29 13F Concurrent Investment Advisors, LLC 14.651 60,61 2.183 64,31
2026-01-21 13F Seascape Capital Management 1.848 0,00 0
2025-10-17 13F Enzi Wealth 0 -100,00 0
2026-01-14 13F Brewster Financial Planning LLC 4.743 -1,23 707 1,00
2026-01-20 13F Semitam Bonam Llc 2.409 -5,31 359 -3,24
2026-01-29 13F Vanguard Group Inc 6.617 -1,56 986 0,72
2026-02-13 13F Fort Point Capital Partners LLC 2.780 2,85 420 6,62
2026-01-23 13F Farther Finance Advisors, LLC 52.706 18,02 7.852 20,76
2026-02-17 13F Legacy Wealth Partners, LLC 3.435 512
2026-01-29 13F Sentinel Trust Co Lba 7.410 -1,70 1 0,00
2026-01-15 13F Alpine Bank Wealth Management 0 -100,00 0
2026-01-20 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 19.729 -2,67 2.939 -0,41
2026-01-26 13F Nations Financial Group Inc, /ia/ /adv 2.317 44,54 345 48,07
2026-01-12 13F Pioneer Wealth Management Group 18.993 5,47 2.830 7,94
2025-11-05 13F Sensible Financial Planning & Management, LLC. 20.227 9,97 2.945 18,37
2026-02-13 13F Commerce Bank 3.645 -1,35 543 1,12
2026-01-26 13F Single Point Partners, LLC 2.863 3,73 427 6,23
2026-02-13 13F Bragg Financial Advisors, Inc 1.518 2,02 226 4,63
2026-01-21 13F Finley Financial, LLC 2.860 0,00 426 2,40
2026-01-23 13F Optima Capital Llc 133 20
2026-02-12 13F Empower Advisory Group, LLC 761.908 11,65 113.509 14,25
2026-02-27 13F Financially in Tune, LLC 1.550 231
2026-01-12 13F Salem Investment Counselors Inc 0 -100,00 0
2026-01-26 13F Oxinas Partners Wealth Management LLC 2.304 0,09 343 2,39
2026-02-10 13F Goldman Sachs Group Inc 4.015.236 -2,73 598.190 -0,48
2026-02-10 13F Bnp Paribas Arbitrage, Sa 41.889 -74,70 6.241 -74,12
2026-02-17 13F United Capital Financial Advisers, Llc 66.380 9,83 9.889 12,39
2026-02-05 13F Plancorp, LLC 73.059 -5,01 10.884 -2,80
2026-02-17 13F Capasso Planning Partners LLC 0 -100,00 0
2026-01-21 13F Apella Capital, LLC 79.606 -6,01 11.860 -3,09
2026-02-12 13F Foster Dykema Cabot & Partners, Llc 1.740 0,00 259 2,37
2026-02-13 13F Brown Advisory Inc 19.815 415,61 2.952 428,09
2026-01-20 13F Relyea Zuckerberg Hanson LLC 78.217 0,94 11.653 3,29
2026-01-30 13F Financial Services Advisory Inc 1.976 -19,15 294 -17,18
2026-01-15 13F RCS Financial Planning, LLC 10.768 34,00 1.604 37,21
2026-01-27 13F RTD Financial Advisors, Inc. 9.850 -0,25 1.467 2,09
2026-01-21 13F OLIO Financial Planning 10.084 18,19 1.502 20,93
2026-02-17 13F IHT Wealth Management, LLC 4.899 0,27 730 2,53
2026-02-09 13F Arq Wealth Advisors, Llc 1.776 0,00 265 2,33
2026-02-11 13F Endeavor Private Wealth, Inc. 1.963 -44,38 292 -43,08
2026-02-17 13F GeoWealth Management, LLC 28.243 6,18 4.208 8,65
2026-02-17 13F Scarborough Advisors, LLC 1.711 0,77 255 2,83
2026-01-28 13F HB Wealth Management, LLC 23.676 -6,08 3.527 -3,90
2026-01-21 13F Erickson Financial Group, LLC 133.776 1,20 19.930 3,54
2026-02-17 13F One Wealth Capital Management, Llc 6.852 -19,12 1.021 -17,27
2026-01-08 13F Wealth Enhancement Advisory Services, Llc 210.381 -0,17 31.814 3,20
2026-02-13 13F LGT Financial Advisors LLC 0 -100,00 0
2026-01-09 13F Capital Asset Advisory Services LLC 4.778 30,26 723 35,46
2026-02-02 13F Madrid Wealth Management, LLC 15.562 2.318
2026-01-13 13F Ferguson Wellman Capital Management, Inc 60.289 4,80 8.982 7,24
2026-01-28 13F Financial Perspectives, Inc 954 0,00 142 2,90
2026-02-04 13F Life Line Wealth Management Llc 2.964 -3,36 442 -1,12
2026-02-04 13F Pandora Wealth, Inc. 26 0,00 4 0,00
2026-01-27 13F Proffitt & Goodson Inc 183 0,00 27 3,85
2026-01-29 13F Kestra Private Wealth Services, Llc 9.887 4,01 1.473 6,43
2026-01-22 13F Brookwood Investment Group LLC 8.359 6,61 1.245 9,11
2026-02-09 13F Morris Financial Concepts, Inc. 0 -100,00 0
2026-02-13 13F Change Path, LLC 25.921 2,02 3.862 4,38
2026-01-27 13F MontVue Capital Management, Inc. 1.819 -44,46 271 -43,28
2026-01-21 13F Future Financial Wealth Managment LLC 0 -100,00 0
2026-02-05 13F Mesirow Financial Investment Management, Inc. 0 -100,00 0
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