Grundlæggende statistik
| Institutionelle ejere | 690 total, 690 long only, 0 short only, 0 long/short - change of 3,76% MRQ |
| Gennemsnitlig porteføljeallokering | 0.5267 % - change of -7,19% MRQ |
| Institutionelle aktier (lange) | 30.913.296 (ex 13D/G) - change of 0,57MM shares 1,89% MRQ |
| Institutionel værdi (lang) | $ 3.503.953 USD ($1000) |
Institutionelt ejerskab og aktionærer
Vanguard World Fund - Vanguard ESG U.S. Stock ETF (US:ESGV) har 690 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 30,913,296 aktier. Største aktionærer omfatter Vanguard Group Inc, Morgan Stanley, Wealthfront Advisers Llc, Creative Planning, Visa Foundation, Leo Wealth, LLC, Raymond James Financial Inc, Verde Capital Management, Bank Of America Corp /de/, and Betterment LLC .
Vanguard World Fund - Vanguard ESG U.S. Stock ETF (BATS:ESGV) 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 May 1, 2026 is 126,33 / share. Previously, on May 5, 2025, the share price was 99,34 / share. This represents an increase of 27,17% over that period.
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
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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.
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
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 422 | 0,00 | 0 | |||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 31.635 | -0,32 | 3.552 | -7,48 | ||||
| 2026-04-23 | 13F | Sellwood Investment Partners LLC | 335.411 | 3,48 | 37.657 | -3,95 | ||||
| 2025-11-10 | 13F | Atomi Financial Group, Inc. | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-02-17 | 13F | Engineers Gate Manager LP | 3.256 | 394 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 34.386 | -5,66 | 4.159 | -3,66 | ||||
| 2026-04-29 | 13F | Bluestem Financial Advisors, Llc | 2.453 | 0,04 | 275 | -7,09 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 482 | 0,00 | 54 | -6,90 | ||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 2.104 | 2,24 | 236 | -4,84 | ||||
| 2026-02-11 | 13F | Modus Advisors, LLC | 300 | 36 | ||||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 76.863 | 2,38 | 9.298 | 4,58 | ||||
| 2026-04-14 | 13F | Quantum Financial Planning Services, Inc. | 5.754 | 3,23 | 646 | -4,15 | ||||
| 2025-11-05 | 13F | SPC Financial, Inc. | 1.955 | 232 | ||||||
| 2026-04-27 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 2.269 | -4,22 | 255 | -11,19 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 32.732 | 22,51 | 3.959 | 25,13 | ||||
| 2026-02-03 | 13F | RB Capital Management, LLC | 2.709 | 0,00 | 328 | 2,19 | ||||
| 2026-02-17 | 13F/A | Sentinus, LLC | 4.495 | 544 | ||||||
| 2026-04-23 | 13F | 3Chopt Investment Partners, LLC | 14 | 0,00 | 2 | 0,00 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 3.047 | 129,10 | 369 | 134,39 | ||||
| 2026-02-17 | 13F | Coastal Bridge Advisors, LLC | 1.873 | 4,87 | 227 | 7,11 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 103.303 | 2,86 | 12.495 | 5,05 | ||||
| 2026-02-28 | 13F | NCM Capital Management, LLC | 3.341 | 0,00 | 404 | 2,28 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 9.407 | 0,00 | 1.056 | -7,12 | ||||
| 2026-04-22 | 13F | Truefg, Llc | 8.424 | -2,31 | 946 | -9,40 | ||||
| 2026-01-15 | 13F | Bernard Wealth Management Corp. | 80 | 0,00 | 10 | 0,00 | ||||
| 2026-02-10 | 13F | One Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Olistico Wealth, LLC | 29 | 0,00 | 3 | 0,00 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 322.408 | -0,01 | 38.999 | 2,12 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 1.924 | 0,00 | 216 | -6,90 | ||||
| 2026-02-04 | 13F | Liberty Wealth Management Llc | 2.436 | 0,25 | 295 | 2,44 | ||||
| 2026-02-04 | 13F | Brio Consultants, LLC | 2.758 | -3,26 | 334 | -1,19 | ||||
| 2026-04-06 | 13F | InTrack Investment Management Inc | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 3.079 | 0,00 | 346 | -7,26 | ||||
| 2026-04-30 | 13F | Equitable Trust Co | 18.528 | 0,00 | 2.080 | -7,18 | ||||
| 2026-02-13 | 13F | Gould Asset Management Llc /ca/ | 37.565 | -1,87 | 4.544 | 0,22 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 814 | 0,00 | 0 | |||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 1.340 | 0,00 | 162 | 2,53 | ||||
| 2026-01-21 | 13F | Leo Wealth, LLC | 694.165 | 84,08 | 84.002 | 88,08 | ||||
| 2026-02-05 | 13F | Arjuna Capital | 17.355 | 5,64 | 2.099 | 7,92 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 5.092 | 5,60 | 572 | -2,06 | ||||
| 2026-04-13 | 13F | Ledgewood Wealth Advisors, LLC | 1.989 | 0,05 | 223 | -7,08 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 35.826 | 1,55 | 4.059 | -4,90 | ||||
| 2026-01-29 | 13F | Atlas Legacy Advisors, LLC | 47.207 | 4,64 | 5.709 | 6,85 | ||||
| 2026-02-17 | 13F | Per Stirling Capital Management, LLC. | 3.710 | 0,00 | 449 | 2,05 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 2.383 | -2,73 | 268 | -9,80 | ||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 2.095 | 18,70 | 253 | 21,05 | ||||
| 2026-04-22 | 13F | McLean Asset Management Corp | 12.589 | 12,40 | 1.413 | 3,59 | ||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 8.758 | -2,10 | 1.059 | 0,00 | ||||
| 2026-02-10 | 13F | Zhang Financial LLC | 4.082 | 0,00 | 494 | 2,07 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 3.800 | -84,30 | 460 | -83,98 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 31.256 | 20,99 | 3.781 | 23,57 | ||||
| 2026-02-02 | 13F | Breakwater Investment Management | 229 | -3,38 | 28 | -3,57 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 20.821 | 0,06 | 2.338 | -7,15 | ||||
| 2026-02-12 | 13F | Chilton Capital Management Llc | 190 | 0,00 | 23 | 0,00 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 2.306 | 495,87 | 259 | 460,87 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 15.358 | 1.819 | ||||||
| 2026-02-11 | 13F | Ackerman Capital Advisors, LLC | 2.178 | 0,00 | 263 | 2,33 | ||||
| 2026-04-23 | 13F | Northstar Asset Management Llc | 4.675 | -0,21 | 525 | -7,42 | ||||
| 2026-02-09 | 13F | White Lighthouse Investment Management Inc. | 45.293 | 8,04 | 5.479 | 10,33 | ||||
| 2026-02-03 | 13F | Retirement Planning Group | 2.702 | 0,00 | 327 | 1,88 | ||||
| 2026-02-11 | 13F | Ameraudi Asset Management, Inc. | 5.793 | 0,00 | 701 | 2,04 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 1.715 | 207 | ||||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 59.994 | 9,61 | 7.257 | 11,94 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 3.805 | 0,03 | 460 | 2,22 | ||||
| 2026-04-29 | 13F | Sageworth Trust Co | 37.613 | 5,72 | 4.223 | -1,88 | ||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 7.019 | 47,43 | 788 | 37,04 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 1.799 | -12,33 | 202 | -18,55 | ||||
| 2026-04-29 | 13F | Silver Oak Wealth Advisors Services, Llc | 148.097 | 0,33 | 16.627 | -6,88 | ||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 152.565 | -4,05 | 18.454 | 1,31 | ||||
| 2026-02-17 | 13F | Wealth Analytics Partners, LLC | 15.079 | 1.824 | ||||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 5.965 | -3,24 | 670 | -8,36 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 48.186 | -2,51 | 5.829 | -0,43 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 1.680.712 | -0,18 | 203.299 | 1,95 | ||||
| 2026-02-06 | 13F | Principle Wealth Partners Llc | 3.154 | -5,82 | 382 | -3,79 | ||||
| 2026-02-11 | 13F | Napier Financial, LLC | 13.130 | 1.588 | ||||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 717 | 118,60 | 80 | 105,13 | ||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 7.512 | 0,00 | 909 | 2,14 | ||||
| 2026-02-10 | 13F | Operose Advisors LLC | 232 | 0,00 | 28 | 3,70 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 2.149 | 9,98 | 241 | 2,12 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 259.467 | -8,73 | 31.385 | -6,84 | ||||
| 2026-04-08 | 13F | Panoramic Capital Partners, LLC | 3.397 | 0,00 | 381 | -7,07 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 387 | 0,00 | 43 | -6,52 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 10.819 | 207,80 | 1.309 | 209,95 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 3.238 | 0,28 | 363 | -6,92 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 2.850 | 16,66 | 345 | 19,03 | ||||
| 2026-04-29 | 13F | Your Advocates Ltd., LLP | 1 | 0,00 | 0 | |||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 2.935 | 330 | ||||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 3.435 | -2,22 | 386 | -9,20 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 115 | 14 | ||||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 1.266 | 0,08 | 142 | -7,19 | ||||
| 2026-02-06 | 13F | Evoke Wealth, Llc | 66.654 | -28,31 | 8.062 | -26,78 | ||||
| 2026-04-21 | 13F | Maseco Llp | 314 | 0,00 | 35 | -5,41 | ||||
| 2026-04-29 | 13F | Golden Road Advisors Llc | 7.681 | 2,25 | 862 | -5,07 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Brickley Wealth Management | 10.870 | -5,53 | 1.315 | -3,52 | ||||
| 2026-02-13 | 13F | Mill Creek Capital Advisors, LLC | 163.116 | 0,00 | 19.731 | 2,13 | ||||
| 2026-04-21 | 13F | Northland Capital Management LLC | 16.349 | -1,02 | 1.835 | -8,11 | ||||
| 2026-04-24 | 13F | Old Peak Finance LLC | 3.025 | 9,48 | 340 | 1,50 | ||||
| 2026-01-16 | 13F | Legacy Capital Wealth Partners, LLC | 3.320 | 0,00 | 402 | 2,04 | ||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 6.277 | -0,98 | 705 | -8,09 | ||||
| 2026-01-23 | 13F | Bridgewater Advisors Inc. | 4.690 | -1,28 | 567 | 0,35 | ||||
| 2026-02-12 | 13F | Betterment LLC | 533.681 | 0,01 | 65 | 1,59 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 18.904 | 0,00 | 2.122 | -7,17 | ||||
| 2026-04-20 | 13F | Brian Low Financial Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 114.352 | 2,31 | 13 | -7,69 | ||||
| 2026-01-08 | 13F | Sound View Wealth Advisors Group, LLC | 2.651 | 0,00 | 321 | 2,24 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 81.227 | -8,12 | 9.825 | -6,16 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 3.017 | 0,00 | 339 | -7,14 | ||||
| 2026-02-11 | 13F | Milestone Investment Advisors LLC | 7.033 | -0,96 | 851 | 1,07 | ||||
| 2025-11-06 | 13F | Ameritas Advisory Services, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-11 | 13F | Prime Buchholz LLC | 173.448 | -3,87 | 20.980 | -1,83 | ||||
| 2026-04-10 | 13F | Corepath Wealth Partners Llc | 4.069 | 7,30 | 477 | 2,36 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 2.268 | 0,00 | 275 | -1,79 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 2.105 | 0,96 | 236 | -6,35 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 5.900 | 0,00 | 662 | -7,15 | ||||
| 2026-04-23 | 13F | Bell Bank | 11.241 | 114,24 | 1.262 | 99,05 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 4.998 | 0,00 | 561 | -7,12 | ||||
| 2026-02-17 | 13F | Cahill Financial Advisors Inc | 11.253 | -6,19 | 1.361 | -4,15 | ||||
| 2026-02-11 | 13F | Everett Harris & Co /ca/ | 16.000 | 0,00 | 1.935 | 2,11 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 4.782 | 0,19 | 537 | -7,11 | ||||
| 2026-05-01 | 13F | Silver Oak Advisory Group, Inc. | 15.026 | 11,44 | 2 | 0,00 | ||||
| 2026-04-13 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 6.950 | 0,00 | 819 | -3,99 | ||||
| 2026-01-29 | 13F | Aprio Wealth Management, LLC | 3.672 | 0,08 | 444 | 2,30 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Smithfield Trust Co | 14.392 | -0,85 | 2 | 0,00 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 2.454 | 297 | ||||||
| 2026-01-28 | 13F | Confluence Wealth Services, Inc. | 4.842 | 1,09 | 586 | 3,17 | ||||
| 2026-02-17 | 13F | Wealth Management Strategies, Inc. | 3.873 | 26,03 | 469 | 28,93 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 4.581 | 0,07 | 554 | 2,21 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 440 | 0,00 | 53 | 1,92 | ||||
| 2026-02-17 | 13F | Millennium Management Llc | 1.995 | 241 | ||||||
| 2026-02-10 | 13F | Evolution Wealth Management Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-11 | 13F | Fund Evaluation Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 12.726 | -1,22 | 1.539 | 0,92 | ||||
| 2026-02-17 | 13F | Fmr Llc | 23.162 | 0,06 | 2.802 | 2,19 | ||||
| 2026-02-10 | 13F | Fort Sheridan Advisors Llc | 2.684 | 0,00 | 325 | 2,21 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 3.125 | 0,00 | 351 | -7,41 | ||||
| 2025-11-13 | 13F | GeoWealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 9.437 | -0,07 | 1.060 | -7,27 | ||||
| 2026-01-20 | 13F | ETF Portfolio Partners, Inc. | 5.977 | 0,00 | 723 | 2,12 | ||||
| 2026-02-12 | 13F | Sumitomo Mitsui Financial Group, Inc. | 938 | 0,00 | 113 | 1,80 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 5.182 | -8,94 | 582 | -15,55 | ||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 14.452 | -9,31 | 1.623 | -15,83 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 2.012 | 1,31 | 246 | 2,50 | ||||
| 2026-02-02 | 13F | Partners in Financial Planning | 1.655 | 200 | ||||||
| 2026-02-18 | 13F | Vermillion & White Wealth Management Group, LLC | 13.807 | -2,01 | 1.670 | 0,12 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 5.608 | -8,07 | 1 | |||||
| 2026-01-28 | 13F | Diversified Enterprises, LLC | 2.664 | 0,00 | 322 | 2,22 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 14.967 | 0,00 | 1.810 | 2,14 | ||||
| 2026-02-17 | 13F | Capstone Financial Advisors, Inc. | 5.592 | 4,64 | 676 | 6,96 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 9.269 | -7,77 | 1 | 0,00 | ||||
| 2026-05-01 | 13F | Martel Wealth Advisors Inc | 2.200 | 0,00 | 247 | -7,52 | ||||
| 2026-02-09 | 13F | Sandy Cove Advisors, LLC | 3.016 | -4,65 | 365 | -2,67 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Tsfg, Llc | 4 | 0,00 | 0 | |||||
| 2026-02-09 | 13F | Glenview Trust Co | 18.452 | 0,16 | 2.232 | 2,25 | ||||
| 2026-02-13 | 13F | Barclays Plc | 493 | 60 | ||||||
| 2026-04-07 | 13F | Carolina Wealth Advisors, LLC | 1.205 | 0,00 | 135 | -6,90 | ||||
| 2026-04-29 | 13F | Schmidt P J Investment Management Inc | 4.174 | -8,98 | 469 | -15,52 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 4.120 | 6,27 | 498 | 7,79 | ||||
| 2026-02-06 | 13F | Covestor Ltd | 1.442 | 0,14 | 0 | |||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 3.524 | 0,20 | 396 | -7,06 | ||||
| 2026-02-04 | 13F | Clark Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 4.648 | -3,27 | 522 | -10,33 | ||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 6.584 | -1,48 | 796 | 0,63 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 124 | -99,93 | 15 | -99,95 | ||||
| 2026-02-02 | 13F | Estate Counselors, LLC | 3.975 | 0,00 | 481 | 2,13 | ||||
| 2026-04-08 | 13F | Winter & Associates, Inc. | 2.403 | 39,14 | 274 | 31,25 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 4.569 | 3,63 | 553 | 5,75 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 17.477 | -14,37 | 2.114 | -12,54 | ||||
| 2026-02-13 | 13F | Ally Invest Advisors Inc. | 3.711 | -8,55 | 449 | -6,67 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 73.732 | -0,07 | 8.919 | 2,05 | ||||
| 2026-02-13 | 13F | Anb Bank | 9.850 | -8,30 | 1.191 | -6,37 | ||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 923 | 0,00 | 112 | 1,83 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 1.077 | 12,77 | 121 | 4,35 | ||||
| 2026-02-12 | 13F | Mark Sheptoff Financial Planning, Llc | 100 | 0,00 | 12 | 9,09 | ||||
| 2026-02-17 | 13F | Agf Management Ltd | 2.300 | -8,00 | 278 | -6,08 | ||||
| 2026-02-04 | 13F | Dogwood Wealth Management LLC | 6 | 0,00 | 1 | |||||
| 2026-04-21 | 13F | Mayport, Llc | 20.328 | 0,00 | 2.282 | -7,16 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 24.371 | 21,18 | 2.948 | 23,72 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 2.546 | -12,84 | 308 | -10,72 | ||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 55.927 | 199,36 | 6.765 | 205,79 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 19.524 | 8,62 | 2.192 | 0,78 | ||||
| 2026-02-06 | 13F | Cedar Wealth Management, LLC | 202.365 | -0,09 | 24.478 | 2,03 | ||||
| 2026-01-28 | 13F | Glassman Wealth Services | 260 | 0,00 | 31 | 3,33 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 12.578 | -7,46 | 1.521 | -5,47 | ||||
| 2026-04-30 | 13F | Selective Wealth Management, Inc. | 13.594 | 0,71 | 1.694 | 2,73 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 227.855 | 5,29 | 26 | -3,85 | ||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 1.800 | 0,00 | 202 | -6,91 | ||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 5.052 | -0,10 | 1 | |||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 3.161 | 0,00 | 382 | 2,14 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 1.089 | 0,00 | 132 | 2,34 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 238 | 7,69 | 27 | 0,00 | ||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 7.870 | 0,05 | 952 | 2,15 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-04 | 13F | Ofc Financial Planning, Llc | 1.816 | -0,87 | 220 | 1,39 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 9.253 | 3,78 | 1.039 | -3,71 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 158.634 | -9,36 | 19.188 | 95.840,00 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 9.746 | -37,99 | 1.179 | -36,70 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 8.080 | -16,30 | 907 | -22,28 | ||||
| 2026-04-21 | 13F | Fingerlakes Wealth Management, Inc. | 22.661 | 3,48 | 2.544 | -3,93 | ||||
| 2026-02-13 | 13F | Retirement Capital Strategies | 32.790 | -8,95 | 3.966 | -7,01 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 8.686 | 7,25 | 1.051 | 9,49 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 51 | 6 | ||||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 309 | 0,00 | 35 | -8,11 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 1.867 | 0,00 | 220 | -2,22 | ||||
| 2026-02-13 | 13F | Kilter Group LLC | 311 | 10.266,67 | 38 | |||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 33.877 | 39,95 | 4.098 | 42,95 | ||||
| 2026-02-10 | 13F | Ellevest, Inc. | 4.887 | -1,39 | 591 | 0,85 | ||||
| 2026-02-12 | 13F | Reliant Wealth Planning | 2.133 | 0,00 | 258 | 2,38 | ||||
| 2026-02-10 | 13F | Soundwatch Capital LLC | 38.609 | 0,04 | 4.670 | 2,17 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 2.459 | 297 | ||||||
| 2026-02-09 | 13F | Jefferies Financial Group Inc. | 9.813 | -1,70 | 1.187 | 0,42 | ||||
| 2026-03-04 | 13F | SHP Wealth Management | 307 | 37 | ||||||
| 2026-04-10 | 13F | Cassilly Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 29.977 | 5,30 | 3.366 | -2,27 | ||||
| 2026-04-30 | 13F | IMPACTfolio, LLC | 499.729 | -2,15 | 56.105 | -9,18 | ||||
| 2026-02-17 | 13F | Sterling Wealth Management, Inc. | 4.817 | 0,15 | 583 | 2,28 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 450 | 54 | ||||||
| 2026-02-12 | 13F | Canopy Partners, LLC | 2.199 | -9,62 | 266 | -7,99 | ||||
| 2026-02-13 | 13F | AlTi Global, Inc. | 7.083 | 0,00 | 857 | 2,15 | ||||
| 2026-02-04 | 13F | BCJ Capital Management, LLC | 2.152 | -1,15 | 260 | 1,17 | ||||
| 2026-02-05 | 13F | Stonebridge Financial Planning Group, LLC | 2.805 | 0,00 | 339 | 2,11 | ||||
| 2026-02-11 | 13F | Franklin Resources Inc | 244.778 | -2,31 | 29.608 | -0,23 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 8.939 | -8,16 | 1.081 | -6,16 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 1.305 | 38,10 | 158 | 41,44 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 302 | 0,67 | 34 | -8,33 | ||||
| 2026-04-28 | 13F | Pine Harbor Wealth Management, LLC | 12.372 | -0,12 | 1.389 | -7,28 | ||||
| 2026-02-06 | 13F | Summit Wealth Group, LLC | 19.815 | 0,00 | 2.397 | 2,13 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 875 | 61,44 | 98 | 50,77 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 1.495 | -22,14 | 168 | -28,02 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 7.958 | -11,34 | 893 | -18,45 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 16.898 | 15,48 | 2.044 | 17,89 | ||||
| 2026-02-17 | 13F | Creative Planning | 1.344.445 | 9,17 | 162.624 | 11,49 | ||||
| 2026-04-08 | 13F | Gladwyn Financial Advisors, Inc. | 329 | 0,30 | 37 | -7,69 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 2.989 | 0,00 | 336 | -7,20 | ||||
| 2026-02-18 | 13F | Andrews Advisory Associates, LLC | 5.400 | 653 | ||||||
| 2026-02-09 | 13F | Goepper Burkhardt LLC | 2.125 | -4,49 | 257 | -2,28 | ||||
| 2026-01-27 | 13F | Human Investing LLC | 145.903 | 0,72 | 17.648 | 2,87 | ||||
| 2026-04-28 | 13F | Integral Investment Advisors, Inc. | 4.696 | 15,38 | 527 | 7,11 | ||||
| 2026-05-01 | 13F | Evolution Advisers, Inc. | 199 | 0,00 | 0 | |||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 2.009 | 226 | ||||||
| 2026-02-10 | 13F | Tidemark, LLC | 43 | 0,00 | 5 | 0,00 | ||||
| 2025-11-12 | 13F | Bellwether Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 2.800 | 0,00 | 314 | -7,10 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 1.794 | -15,81 | 217 | -13,89 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 20 | 0,00 | 2 | 0,00 | ||||
| 2026-04-08 | 13F | Ervin Investment Management, LLC | 12.828 | 8,06 | 1.440 | 0,35 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 36.984 | 0,24 | 4.152 | -6,95 | ||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 52.582 | -0,75 | 5.903 | -7,88 | ||||
| 2026-04-22 | 13F | Financial Futures Ltd Liability Co. | 3.131 | 1,69 | 351 | -5,65 | ||||
| 2026-02-12 | 13F | Burkett Asset Management Ltd | 14.250 | 1.724 | ||||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 14.126 | -9,33 | 1.709 | -7,43 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 82.068 | 16,93 | 9.927 | 19,40 | ||||
| 2026-01-22 | 13F | Evermay Wealth Management Llc | 2.415 | 0,00 | 292 | 2,10 | ||||
| 2026-04-17 | 13F | Stonehearth Capital Management, LLC | 35.631 | -1,80 | 4.000 | -8,86 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 29.060 | -0,21 | 3.515 | 1,94 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 7.358 | 0,26 | 826 | -6,88 | ||||
| 2026-04-17 | 13F | Verde Capital Management | 607.144 | -0,21 | 68.164 | -7,38 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 10 | 1 | ||||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 5.885 | -1,29 | 661 | -8,46 | ||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | DeDora Capital, Inc. | 2.224 | 0,14 | 250 | -7,09 | ||||
| 2026-01-28 | 13F | Sage Advisory Services, Ltd.Co. | 6.505 | 0,00 | 787 | 2,21 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 496 | 1.140,00 | 60 | 1.375,00 | ||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 4.225 | 0,00 | 474 | -7,24 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 805 | 0,00 | 90 | -7,22 | ||||
| 2026-04-23 | 13F | Vista Investment Partners Ii, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Rock Point Advisors, LLC | 13.200 | 0,00 | 1.597 | 2,11 | ||||
| 2026-02-12 | 13F | Hollencrest Capital Management | 1.388 | 0,00 | 168 | 1,83 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 1.354 | -14,20 | 160 | -7,51 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 14.159 | -20,54 | 1.590 | -26,26 | ||||
| 2026-02-05 | 13F | Sherman Asset Management, Inc. | 5.453 | 70,41 | 660 | 73,88 | ||||
| 2026-04-16 | 13F | Blue Zone Wealth Advisors, LLC | 2.883 | 0,00 | 324 | -7,18 | ||||
| 2026-02-09 | 13F | Diversified Portfolios, Inc. | 125.605 | -1,25 | 15.193 | 0,86 | ||||
| 2026-02-17 | 13F | RMB Capital Management, LLC | 2.590 | 0,00 | 313 | 2,29 | ||||
| 2026-04-28 | 13F | Townsend Financial Planning, LLC | 9.847 | 0,00 | 1.106 | -7,22 | ||||
| 2026-02-12 | 13F | Zevin Asset Management Llc | 7.964 | 33,74 | 963 | |||||
| 2026-03-31 | 13F | Hamrick Investment Counsel, llc | 25.972 | 3.142 | ||||||
| 2026-04-13 | 13F | First Hawaiian Bank | 4.755 | -88,04 | 534 | -88,92 | ||||
| 2026-02-11 | 13F | M Holdings Securities, Inc. | 11.334 | 1 | ||||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 4.220 | 33,33 | 474 | 23,82 | ||||
| 2026-01-23 | 13F | Fortress Financial Solutions, LLC | 9.179 | -4,80 | 1.110 | -2,72 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 4.485 | 0,90 | 504 | -6,33 | ||||
| 2026-02-04 | 13F | Rollins Financial Advisors, LLC | 4.017 | -1,45 | 486 | 0,62 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 1.989 | 241 | ||||||
| 2025-11-10 | 13F | Signature Securities Group Corporation | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Pearl Planning LLC | 58.628 | 2,93 | 6.582 | -4,46 | ||||
| 2026-02-09 | 13F | Topel & Distasi Wealth Management, LLC | 26.734 | -4,31 | 3.234 | -2,27 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 3.431 | 415 | ||||||
| 2026-02-17 | 13F | Pennington Partners & Co., Llc | 45.676 | 5.525 | ||||||
| 2026-01-22 | 13F | Massachusetts Financial Services Co /ma/ | 8.928 | 120,77 | 1.080 | 125,73 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 875 | 9,38 | 98 | 2,08 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 257.916 | 2,58 | 31.197 | 4,77 | ||||
| 2026-02-06 | 13F | Fort Vancouver Investment Management, LLC | 955 | 0,00 | 116 | 1,77 | ||||
| 2026-02-10 | 13F | B&l Asset Management Llc | 4.600 | 556 | ||||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 47.462 | 3,54 | 5.741 | 5,75 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 23 | 0,00 | 3 | 0,00 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 2.400 | -0,29 | 269 | -7,56 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 149.338 | 22,71 | 18.064 | 25,32 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 6.250 | 34,87 | 756 | 37,96 | ||||
| 2026-02-03 | 13F | Bokf, Na | 7.651 | 925 | ||||||
| 2026-02-13 | 13F | Pacific Center for Financial Services | 441 | 0,00 | 52 | 0,00 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 56.039 | 5,12 | 6.778 | 7,37 | ||||
| 2026-04-17 | 13F | Nautilus Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | MAI Capital Management | 8.833 | 21,30 | 1.068 | 23,90 | ||||
| 2026-02-17 | 13F | Sonoma Private Wealth LLC | 2.508 | 0,00 | 303 | 2,02 | ||||
| 2026-04-27 | 13F | Level Wealth Management LLC | 1.978 | 0,25 | 222 | -6,72 | ||||
| 2026-04-08 | 13F | Towerpoint Wealth, LLC | 12.543 | -0,47 | 1.408 | -7,61 | ||||
| 2026-04-14 | 13F | Capitol Family Office, Inc. | 945 | 0,00 | 114 | 0,00 | ||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 2.750 | 0,00 | 309 | -7,23 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 2.178 | -38,39 | 245 | -42,86 | ||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 2.908 | 166,06 | 352 | 172,09 | ||||
| 2026-05-01 | 13F | Financial Alternatives, Inc | 5.912 | 0,32 | 664 | -6,88 | ||||
| 2026-04-15 | 13F | Meridian Financial Partners LLC | 3.162 | 2,53 | 361 | -3,23 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 2.665 | 59,20 | 322 | 62,63 | ||||
| 2026-04-20 | 13F | Tower View Investment Management & Research LLC | 42 | 0,00 | 5 | -20,00 | ||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 3.323 | -1,01 | 373 | -8,13 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 9.853 | 13,33 | 1.106 | 5,23 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | WNY Asset Management, LLC | 3.359 | 398 | ||||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 15.562 | 0,00 | 1.882 | 2,12 | ||||
| 2026-04-15 | 13F | Tribridge Partners Financial LLC | 3.444 | 0,00 | 391 | -6,25 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 24.739 | 374,38 | 2.992 | 423,99 | ||||
| 2026-04-17 | 13F | New Covenant Trust Company, N.A. | 68.571 | 3,54 | 7.698 | -3,97 | ||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 22.492 | 0,44 | 2.525 | -6,76 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 50 | 0,00 | 6 | -16,67 | ||||
| 2026-02-11 | 13F | Flagship Wealth Advisors, Llc | 49 | 0,00 | 6 | 0,00 | ||||
| 2026-02-12 | 13F | Adviser Investments LLC | 156.505 | -8,31 | 18.931 | -6,36 | ||||
| 2026-01-30 | 13F | Richardson Capital Management LLC | 685 | 0,15 | 83 | 2,50 | ||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 7.943 | -1,63 | 941 | 6,21 | ||||
| 2026-04-28 | 13F | Libra Wealth Llc | 53.524 | 0,74 | 6.009 | -6,49 | ||||
| 2026-02-05 | 13F | Thayer Partners, LLC / MA | 16.321 | 1.974 | ||||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 63.449 | 771,43 | 7.675 | 790,26 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 943 | 106 | ||||||
| 2026-04-27 | 13F | Schaeffer Financial LLC | 2.209 | 0,27 | 248 | -6,77 | ||||
| 2026-03-05 | 13F | Mengis Capital Management, Inc. | 3.206 | 34,14 | 388 | 36,75 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 5.004 | -2,46 | 562 | -9,52 | ||||
| 2026-04-09 | 13F | Platt Investment Counsel, LLC | 347.214 | -13,63 | 38.982 | -19,83 | ||||
| 2026-04-28 | 13F | Angeles Investment Advisors, LLC | 186.640 | 7,96 | 20.954 | 0,21 | ||||
| 2026-04-22 | 13F | Parcion Private Wealth LLC | 3.192 | 0,00 | 358 | -7,25 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 727 | 88 | ||||||
| 2026-02-11 | 13F | Cerity Partners LLC | 227.682 | 3,30 | 27.540 | 5,49 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Apella Capital, LLC | 413.715 | 69,15 | 51.557 | 74,27 | ||||
| 2026-01-30 | 13F | AMG National Trust Bank | 82.086 | -4,85 | 9.929 | -2,82 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 10.487 | 11,22 | 1.268 | 13,62 | ||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 12.251 | 0,26 | 1.375 | -6,97 | ||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 152 | 0,00 | 17 | -5,56 | ||||
| 2026-04-28 | 13F | Family CFO Inc | 9.364 | 0,00 | 1.051 | -7,16 | ||||
| 2026-01-29 | 13F | Simon Quick Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 8.774 | 4,64 | 985 | -2,86 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 6.550 | 6,80 | 735 | -0,81 | ||||
| 2026-04-07 | 13F/A | Round Rock Advisors, LLC | 2.445 | 0,00 | 296 | 2,08 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 10.827 | 0,00 | 1.216 | -7,18 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 16.234 | 69,99 | 1.823 | 57,75 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 8.996 | 50,56 | 1.010 | 39,75 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 17.094 | -30,37 | 1.919 | -35,84 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 7.827 | 0,00 | 879 | -7,19 | ||||
| 2026-04-08 | 13F | Sfm, Llc | 8.895 | 0,07 | 999 | -7,16 | ||||
| 2026-02-12 | 13F | Tocqueville Asset Management L.p. | 2.680 | 0,00 | 324 | 2,21 | ||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 10.093 | 16,74 | 1.133 | 8,42 | ||||
| 2026-02-04 | 13F | First National Advisers, LLC | 2.310 | 12,14 | 279 | 14,81 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 12.580 | 0,00 | 1.412 | -7,17 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 1 | 0,00 | 0 | |||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 20 | 0,00 | 2 | 0,00 | ||||
| 2026-04-30 | 13F | Landaas & Co /wi /adv | 8.624 | -0,99 | 968 | -8,07 | ||||
| 2025-11-17 | 13F | FSA Wealth Management LLC | 62 | 0,00 | 7 | 16,67 | ||||
| 2026-01-13 | 13F | Dakota Wealth Management | 3.750 | -33,79 | 454 | -32,39 | ||||
| 2026-04-13 | 13F | Mallini Complete Financial Planning LLC | 29.379 | 7,04 | 3.298 | -0,66 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 32.361 | 6,76 | 3.914 | 9,03 | ||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Passive Capital Management, LLC. | 8.520 | 2,43 | 1.031 | 4,57 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 3.155 | 2,67 | 354 | -4,58 | ||||
| 2026-04-09 | 13F | Cornerstone Wealth Advisors, Inc. | 2.900 | 0,17 | 326 | -7,14 | ||||
| 2026-04-24 | 13F | Peregrine Asset Advisers, Inc. | 3.186 | 15,02 | 358 | 6,57 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 189.501 | 11,12 | 22.922 | 13,48 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 8.360 | -11,93 | 1 | -100,00 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 412 | 50 | ||||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 2.500 | 0,00 | 302 | 2,03 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 3.432 | 4,19 | 385 | -3,27 | ||||
| 2026-02-13 | 13F/A | New England Private Wealth Advisors LLC | 34.423 | 10,98 | 4.164 | 13,34 | ||||
| 2026-02-13 | 13F | Banco Santander, S.A. | 37.300 | 4.512 | ||||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 491 | 5,59 | 55 | -1,79 | ||||
| 2026-04-08 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 13.968 | 1,71 | 1.568 | -5,60 | ||||
| 2026-04-23 | 13F | Manchester Financial Inc | 2.595 | 52,20 | 291 | 41,26 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 29.450 | -0,34 | 3.589 | 2,57 | ||||
| 2026-04-15 | 13F | Stanich Group LLC | 527.621 | 3,84 | 59.236 | -3,62 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 960 | 10,34 | 108 | 1,90 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 799 | 90 | ||||||
| 2026-01-27 | 13F | Proffitt & Goodson Inc | 20.886 | -0,89 | 2.526 | 1,20 | ||||
| 2026-04-20 | 13F | Pathfinder Wealth Consulting, Inc. | 4.606 | 0,00 | 517 | -7,18 | ||||
| 2026-04-23 | 13F | Capital Management Corp /va | 2.719 | 0,07 | 305 | -7,01 | ||||
| 2026-04-13 | 13F | Farrell Financial LLC | 98.723 | -1,20 | 11.084 | -8,30 | ||||
| 2026-02-10 | 13F | SCS Capital Management LLC | 392.849 | -3,16 | 47.519 | -1,10 | ||||
| 2026-04-14 | 13F | Clean Yield Group | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 11.451 | 3,12 | 1.385 | 5,32 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 17.094 | -4,49 | 1.919 | -11,32 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 2.504 | 0,00 | 281 | -6,95 | ||||
| 2026-02-17 | 13F | Northeast Financial Group, Inc. | 3.474 | -5,16 | 420 | -3,00 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 8.175 | -5,43 | 989 | -3,42 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 131.769 | 11,30 | 15.939 | 13,66 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 22.061 | -18,74 | 2.501 | -24,94 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 2.756 | 0,00 | 309 | -7,21 | ||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Davis R M Inc | 24.634 | 0,92 | 2.980 | 3,04 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 4.371 | 0,00 | 529 | 2,13 | ||||
| 2026-04-20 | 13F | YANKCOM Partnership | 458 | 0,00 | 51 | -7,27 | ||||
| 2025-11-10 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Bfsg, Llc | 148 | 0,00 | 17 | -5,88 | ||||
| 2026-04-07 | 13F | Five Oceans Advisors | 3.416 | 0,00 | 384 | -7,26 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 33.535 | 0,01 | 4.008 | 0,93 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 2.690 | -4,58 | 302 | -11,44 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 13.325 | 104,43 | 2 | |||||
| 2026-02-12 | 13F | Cutler Investment Counsel Llc | 3.746 | 45,53 | 453 | 49,01 | ||||
| 2026-02-17 | 13F | Momentous Wealth Management, Inc. | 1.840 | -19,09 | 223 | -17,47 | ||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 1.627 | 0,00 | 197 | 2,08 | ||||
| 2026-02-17 | 13F | TCG Advisory Services, LLC | 170.810 | 59,30 | 20.661 | 62,70 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 15.060 | 40,76 | 1.822 | 43,73 | ||||
| 2026-01-09 | 13F | Carr Financial Group Corp | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Pinnacle Financial Group, LLC / IL | 4.471 | 4,29 | 541 | 6,51 | ||||
| 2026-02-12 | 13F | Financial Network Wealth Management LLC | 185.828 | -0,22 | 22 | 0,00 | ||||
| 2025-11-18 | 13F | Apexium Financial, Lp | 56.326 | -0,96 | 6.671 | 6,99 | ||||
| 2026-04-23 | 13F | Kohmann Bosshard Financial Services, LLC | 1.087 | -9,94 | 122 | -15,86 | ||||
| 2026-04-28 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 10.803 | 0,84 | 1.213 | -6,41 | ||||
| 2026-02-13 | 13F | Cornerstone Financial Management LLC | 875 | 106 | ||||||
| 2026-04-20 | 13F | Boston Standard Wealth Management, LLC | 79.172 | 0,06 | 8.964 | -6,34 | ||||
| 2025-11-05 | 13F | Concord Asset Management, LLC/VA | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 229.043 | 9,98 | 27.705 | 13,10 | ||||
| 2026-02-13 | 13F | North Ridge Wealth Advisors, Inc. | 322 | 0,00 | 39 | 0,00 | ||||
| 2026-02-17 | 13F | Cambridge Associates Llc /ma/ /adv | 200.115 | 217,68 | 24.206 | 224,46 | ||||
| 2026-02-10 | 13F | Greenspring Advisors, LLC | 9.130 | 11,37 | 1.104 | 13,81 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 8.136 | 1,52 | 984 | 3,69 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2.584 | 0,27 | 290 | -6,75 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 98.416 | 0,24 | 11.904 | 2,37 | ||||
| 2026-04-29 | 13F | Sageworth Trust Co of South Dakota | 8.936 | 0,00 | 1.003 | -7,13 | ||||
| 2026-02-17 | 13F | OmniStar Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Norris Perne & French Llp/mi | 2.007 | -4,75 | 225 | -11,42 | ||||
| 2026-02-12 | 13F | Bradley Foster & Sargent Inc/ct | 8.024 | 0,00 | 971 | 2,11 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 565.397 | -8,20 | 68.390 | -6,25 | ||||
| 2026-01-27 | 13F | Seeds Investor Llc | 9.735 | 0,00 | 1.178 | 2,08 | ||||
| 2026-02-17 | 13F | Fairview Capital Investment Management, Llc | 1.800 | -16,28 | 218 | -14,57 | ||||
| 2026-04-28 | 13F | Arbor Investment Advisors, LLC | 11.420 | 1,87 | 1.282 | -5,39 | ||||
| 2026-02-06 | 13F | TPG Financial Advisors, LLC | 7.281 | 3,50 | 881 | 5,64 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 478 | 0,21 | 54 | -7,02 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 166.585 | -4,64 | 19 | -14,29 | ||||
| 2026-02-03 | 13F | Ballentine Partners, LLC | 30.309 | 0,00 | 3.666 | 2,15 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 28.585 | -0,07 | 3.258 | -7,21 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 46.998 | 28,09 | 5.685 | 30,82 | ||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Vanguard Group Inc | 3.606.850 | 3,63 | 436.285 | 5,83 | ||||
| 2026-04-27 | 13F | Gordian Advisors LLC | 5.501 | 19,20 | 618 | 10,57 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 19.997 | -7,80 | 2.419 | -5,84 | ||||
| 2026-04-17 | 13F | Union Savings Bank | 586 | 0,00 | 66 | -7,14 | ||||
| 2026-04-28 | 13F | Kiley Juergens Wealth Management, Llc | 3.226 | 362 | ||||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 454 | 55 | ||||||
| 2026-02-04 | 13F | Continuum Wealth Advisors, Llc | 1.876 | 0,00 | 227 | 1,80 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 2.417 | 0,12 | 271 | -7,19 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 3.628 | 0,25 | 407 | -6,86 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 92.219 | 1,36 | 11.155 | 3,51 | ||||
| 2026-04-24 | 13F | FRG Family Wealth Advisors LLC | 5.879 | 0,00 | 660 | -7,17 | ||||
| 2026-01-26 | 13F | Cm Wealth Advisors Llc | 7.547 | 0,00 | 913 | 2,13 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 3.825 | 0,00 | 429 | -7,14 | ||||
| 2026-02-13 | 13F | Trillium Asset Management, Llc | 2.774 | -6,72 | 336 | -4,55 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 793 | -5,26 | 96 | -4,04 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 12.362 | -0,79 | 1.388 | -7,96 | ||||
| 2026-02-10 | 13F | Visa Foundation | 1.172.735 | 0,00 | 141.854 | 2,13 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 3.966 | 0,81 | 480 | 3,01 | ||||
| 2026-04-08 | 13F | LifeGuide Financial Advisors, LLC | 155.652 | 5,30 | 17.475 | -2,33 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 32.713 | 42,35 | 3.957 | 45,39 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 7.250 | 4,42 | 814 | -3,10 | ||||
| 2026-01-16 | 13F | Red Lighthouse Investment Management, Llc | 1.173 | 0,00 | 142 | 2,17 | ||||
| 2026-02-13 | 13F | J. Mark Nickell & Co. | 2.575 | 311 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 61 | 0,00 | 7 | -14,29 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 941 | 0,11 | 114 | 1,80 | ||||
| 2026-04-07 | 13F | Eastern Bank | 1.279 | 0,00 | 144 | -7,14 | ||||
| 2026-04-08 | 13F | West Financial Advisors, LLC | 18.660 | -0,31 | 2.095 | -7,51 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 19.620 | 0,00 | 2.373 | 0,38 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 7.159 | 0,00 | 804 | -7,17 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 4.918 | 0,00 | 552 | -7,07 | ||||
| 2026-01-30 | 13F | Palisades Hudson Asset Management, L.P. | 41.139 | 12,78 | 5 | 0,00 | ||||
| 2026-04-16 | 13F | Thompson Davis & Co., Inc. | 8.124 | 0,00 | 912 | -7,13 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 2.416 | -1,55 | 271 | -8,45 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 92 | 0,00 | 10 | -9,09 | ||||
| 2026-02-13 | 13F | B & T Capital Management DBA Alpha Capital Management | 3.895 | 1,17 | 471 | 3,29 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 5.127 | 0,16 | 624 | -0,48 | ||||
| 2026-02-10 | 13F | Shepherd Financial Partners LLC | 12.933 | 0,00 | 1.564 | 2,16 | ||||
| 2026-04-14 | 13F | Xena Financial Planning, LLC | 9.950 | -0,44 | 1.117 | -7,53 | ||||
| 2026-04-23 | 13F | Members Wealth Llc | 2.027 | 0,00 | 253 | 2,02 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 15.124 | -3,40 | 1.698 | -10,35 | ||||
| 2026-04-29 | 13F | Downshift Financial, LLC | 3.778 | 0,27 | 470 | 5,39 | ||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 2.534 | -10,71 | 306 | -8,93 | ||||
| 2026-02-06 | 13F | VSM Wealth Advisory, LLC | 4.567 | -11,35 | 552 | -9,51 | ||||
| 2026-01-21 | 13F | Crews Bank & Trust | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-25 | 13F | Kw Wealth Management Llc | 2.405 | 9,57 | 291 | 11,97 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 290.397 | 2,05 | 32.603 | -5,28 | ||||
| 2026-04-20 | 13F | Values Added Financial LLC | 14.115 | 0,04 | 1.585 | -7,15 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 12.386 | -0,43 | 1 | 0,00 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 1.588 | 0,00 | 192 | 2,13 | ||||
| 2026-04-14 | 13F | Westend Capital Management LLC | 471 | 0,00 | 53 | -7,14 | ||||
| 2026-02-06 | 13F | Van Hulzen Asset Management, LLC | 3.700 | 0,00 | 448 | 2,05 | ||||
| 2026-04-22 | 13F | My Personal CFO, LLC | 8.696 | -6,47 | 976 | -13,17 | ||||
| 2026-02-17 | 13F | Two Sigma Investments, Lp | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 103.431 | 0,00 | 103 | 0,00 | ||||
| 2026-02-11 | 13F | Tradition Wealth Management, LLC | 7.659 | -0,96 | 926 | 1,20 | ||||
| 2026-04-08 | 13F | Post Resch Tallon Group Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 237.746 | 2,61 | 26.692 | -4,77 | ||||
| 2026-04-10 | 13F | Harpswell Capital Advisors, LLC | 128.550 | 2,39 | 14.432 | -4,97 | ||||
| 2026-02-10 | 13F | Eq Llc | 54.078 | -2,58 | 6.541 | -0,50 | ||||
| 2025-11-04 | 13F | Marshall Financial Group Inc /adv | 22.241 | 1,44 | 2.634 | 9,61 | ||||
| 2026-01-27 | 13F | PFG Advisors | 9.169 | -10,07 | 1.109 | -8,12 | ||||
| 2026-02-10 | 13F | Pecaut & Co. | 8.395 | 7,50 | 1.015 | 9,85 | ||||
| 2026-02-11 | 13F | Fiera Capital Corp | 2.850 | 0,25 | 345 | 2,38 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 71.250 | 2,52 | 7.999 | -4,84 | ||||
| 2026-02-17 | 13F | EFG International AG | 8.928 | 1.080 | ||||||
| 2026-04-14 | 13F | BSW Wealth Partners | 59.600 | -0,84 | 6.691 | -7,95 | ||||
| 2026-02-17 | 13F | WFA of San Diego, LLC | 0 | -100,00 | 0 | |||||
| 2026-03-03 | 13F | NWF Advisory Services Inc. | 3.645 | 0,00 | 441 | 2,09 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 1.124 | 0,00 | 127 | -7,30 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 4.839 | 0,00 | 543 | -7,18 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 5.624 | -22,99 | 631 | -28,54 | ||||
| 2026-01-27 | 13F | WealthCollab, LLC | 16.253 | -8,25 | 1.966 | -6,34 | ||||
| 2026-01-28 | 13F | Cornerstone Advisory, LLC | 2.017 | 4,40 | 244 | 6,58 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 303.999 | -14,43 | 36.772 | -12,61 | ||||
| 2026-04-13 | 13F | Trust Co | 760 | -0,26 | 85 | -7,61 | ||||
| 2026-04-15 | 13F | Paragon Capital Management Ltd | 52.609 | 17,59 | 5.906 | 9,15 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 2.941 | 0,24 | 330 | -6,78 | ||||
| 2026-04-10 | 13F | Sulzberger Capital Advisors, Inc. | 3.863 | 0,00 | 434 | -7,28 | ||||
| 2026-02-09 | 13F | Smith Chas P & Associates Pa Cpas | 1.957 | 237 | ||||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Nwam Llc | 1.914 | -17,25 | 232 | -15,33 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 91.143 | 15,94 | 11.025 | 18,41 | ||||
| 2026-02-11 | 13F | Truepoint, Inc. | 7.061 | 0,24 | 854 | 2,40 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 37.592 | 950,35 | 4.547 | 974,94 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 7.749 | 43,26 | 937 | 46,41 | ||||
| 2026-01-29 | 13F | Facet Wealth, Inc. | 373.168 | 4,31 | 45.799 | 8,09 | ||||
| 2026-02-09 | 13F | Firestone Capital Management | 5.914 | 0,05 | 715 | 2,14 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 183.625 | 3,27 | 20.616 | -4,15 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 5.799 | 76,42 | 651 | 63,98 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 33.939 | 0,00 | 3.810 | -7,19 | ||||
| 2026-02-13 | 13F | Heritage Wealth Advisors | 146 | 0,00 | 18 | 0,00 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 1.292 | 27,67 | 156 | 31,09 | ||||
| 2026-02-10 | 13F | CIBC World Markets Inc. | 2.404 | 25,01 | 291 | 27,75 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 456.056 | -0,78 | 55.164 | 1,33 | ||||
| 2026-04-06 | 13F | Gpwm Llc | 22.406 | -6,85 | 2.516 | -13,54 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 661.586 | 9,80 | 80.025 | 12,14 | ||||
| 2026-02-17 | 13F | First Manhattan Co | 2.680 | 0,00 | 324 | 2,21 | ||||
| 2026-02-09 | 13F | CBIZ Investment Advisory Services, LLC | 503 | 0,00 | 61 | 1,69 | ||||
| 2026-02-13 | 13F | Balanced Rock Investment Advisor | 11.149 | -1,23 | 1.349 | 0,90 | ||||
| 2026-01-30 | 13F | Wealthfront Advisers Llc | 1.575.578 | 5,20 | 190.582 | 7,44 | ||||
| 2026-01-21 | 13F | Brooklyn FI, LLC | 35.562 | 1,52 | 4.302 | 3,69 | ||||
| 2026-04-28 | 13F | DDD Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Blair William & Co/il | 80.158 | 7,96 | 9.696 | 10,25 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 13.119 | 2,30 | 1.473 | -5,09 | ||||
| 2026-02-11 | 13F | Ameritas Investment Partners, Inc. | 5.710 | 2,96 | 691 | 5,18 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 6.018 | -48,98 | 676 | -52,66 | ||||
| 2026-02-03 | 13F | Black Diamond Financial, LLC | 6.774 | 0,30 | 819 | 2,50 | ||||
| 2026-04-24 | 13F | Jacobsen Capital Management | 1.849 | 8,70 | 208 | 0,98 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Curio Wealth, Llc | 6.797 | 0,00 | 832 | 3,35 | ||||
| 2026-01-29 | 13F | Midwest Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Mokosak Advisory Group, LLC | 3.857 | -1,28 | 433 | -8,47 | ||||
| 2026-04-10 | 13F | Wealth Group Ltd | 25.119 | 4,03 | 2.820 | -3,42 | ||||
| 2026-02-05 | 13F | May Hill Capital, LLC | 8.330 | 84,01 | 1.008 | 87,87 | ||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 20.283 | 7,84 | 2.453 | 10,15 | ||||
| 2026-04-13 | 13F | Midway Capital Research & Management | 487 | 55 | ||||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 15.370 | 0,00 | 1.726 | -7,21 | ||||
| 2026-04-24 | 13F | Abacus Wealth Partners, LLC | 2.252 | 0,00 | 253 | -7,35 | ||||
| 2026-04-17 | 13F | Aspen Capital Management, LLC | 3.953 | 0,25 | 444 | -6,93 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 3.430 | -4,14 | 385 | -10,88 | ||||
| 2026-04-28 | 13F | Antonelli Financial Advisors, LLC | 3.299 | 1,10 | 370 | -6,33 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 2.935 | 330 | ||||||
| 2026-04-20 | 13F | Cherrydale Wealth Management, Llc | 7.530 | 0,25 | 845 | -6,94 | ||||
| 2026-01-13 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 3.328 | 0,00 | 403 | 2,03 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 5.288 | 5,17 | 640 | 7,39 | ||||
| 2026-02-13 | 13F | Okabena Investment Services Inc | 7.605 | 920 | ||||||
| 2026-02-11 | 13F | Cornerstone Financial Group, LLC /NE/ | 3.349 | -6,01 | 405 | -3,80 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 3.492 | 13,71 | 422 | 16,25 | ||||
| 2026-04-24 | 13F | Newton One Investments LLC | 520 | -15,86 | 58 | -21,62 | ||||
| 2026-02-13 | 13F | Atlas Capital Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 71.554 | -2,48 | 8.657 | 1,87 | ||||
| 2026-02-12 | 13F | Empower Advisory Group, LLC | 7.239 | 1,97 | 876 | 4,17 | ||||
| 2026-04-13 | 13F | Cascade Investment Advisors, Inc. | 5.398 | -4,32 | 606 | -11,14 | ||||
| 2026-02-13 | 13F | Clarity Asset Management, Inc. | 185.143 | -0,01 | 22.395 | 2,12 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 24.567 | 1,98 | 2.972 | 4,14 | ||||
| 2026-04-23 | 13F | Strategic Point Investment Advisors, LLC | 23.710 | -1,86 | 2.662 | -8,93 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 17.563 | 0,00 | 2.002 | -7,10 | ||||
| 2026-02-04 | 13F | Rockbridge Investment Management, LCC | 7.547 | -2,05 | 913 | 0,00 | ||||
| 2026-04-27 | 13F | Nvwm, Llc | 166 | 19 | ||||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 6.711 | 9,85 | 753 | 2,03 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 2.495 | 8,20 | 280 | |||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 183.356 | -19,22 | 22.179 | -17,50 | ||||
| 2026-04-20 | 13F | Keudell/Morrison Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 24.662 | 0,30 | 2.769 | -6,93 | ||||
| 2026-05-01 | 13F | Natural Investments, Llc | 2.344 | 0,00 | 0 | |||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 74 | 0,00 | 9 | 0,00 | ||||
| 2026-02-13 | 13F | Financial Network Wealth Advisors LLC | 217 | 0,00 | 26 | 4,00 | ||||
| 2026-04-15 | 13F | Weil Company, Inc. | 13.745 | 0,02 | 1.543 | -7,16 | ||||
| 2026-04-21 | 13F | Northeast Investment Management | 5.559 | 1,33 | 624 | -5,88 | ||||
| 2026-04-23 | 13F | Laurel Wealth Planning LLC | 19.382 | 0,03 | 2.176 | -7,13 | ||||
| 2026-02-11 | 13F | Atlantic Private Wealth, LLC | 42.427 | -0,39 | 5.132 | 1,72 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 355 | -16,67 | 40 | -23,53 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 1.442 | 0,00 | 162 | -7,47 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 105 | 0,00 | 13 | 0,00 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 4.997 | -0,06 | 604 | 2,03 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 141 | -92,61 | 16 | -93,48 | ||||
| 2026-02-06 | 13F | Baron Silver Stevens Financial Advisors, Llc | 2.774 | -14,38 | 336 | -12,53 | ||||
| 2026-02-13 | 13F | Fiduciary Trust Co | 24.945 | -2,39 | 3.017 | -0,30 | ||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 3.079 | 27,65 | 346 | 18,56 | ||||
| 2026-01-14 | 13F | Clarius Group, LLC | 5.877 | 8,21 | 711 | 10,42 | ||||
| 2026-02-09 | 13F | MSH Capital Advisors LLC | 3.530 | 0,00 | 427 | 1,91 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 8.128 | -3,49 | 983 | -1,40 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1.300 | 12,46 | 146 | 5,04 | ||||
| 2026-04-28 | 13F | Farnam Financial LLC | 15.619 | -6,59 | 1.754 | -13,30 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 33.699 | 4,67 | 3.783 | -2,85 | ||||
| 2026-02-10 | 13F | DT Investment Partners, LLC | 288 | 4,35 | 35 | 6,25 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 3.176 | 47,72 | 357 | 36,92 | ||||
| 2026-01-26 | 13F | Equity Wealth Partners, LLC | 1.764 | 213 | ||||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 2.856 | -0,70 | 356 | 2,31 | ||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | 4.574 | -6,79 | 553 | -4,82 | ||||
| 2026-04-23 | 13F | Salus Financial Advisors, LLC | 2.491 | -14,57 | 280 | -20,74 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 1.845 | -1,97 | 225 | -1,32 | ||||
| 2026-04-13 | 13F | Affinity Capital Advisors, LLC | 26.882 | -1,17 | 3.018 | -8,27 | ||||
| 2026-02-10 | 13F | Rice Partnership, LLC | 3.492 | 3,44 | 422 | 5,76 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 7.907 | -3,01 | 888 | -10,04 | ||||
| 2026-02-06 | 13F | Goldenstone Wealth Management LLC | 4.505 | 545 | ||||||
| 2026-02-09 | 13F | Weinberger Asset Management, Inc | 3.335 | 91,89 | 403 | 96,59 | ||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 148 | 18 | ||||||
| 2026-02-11 | 13F | RAM Investment Partners, LLC | 4.878 | 0,00 | 590 | 2,25 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 46.487 | 2,60 | 5.219 | -4,76 | ||||
| 2026-05-01 | 13F | Navigoe, LLC | 200 | 0,00 | 0 | |||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 125 | 0,00 | 14 | -6,67 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 2.012 | 0,00 | 243 | 0,00 | ||||
| 2026-02-12 | 13F | Wood Tarver Financial Group, LLC | 4.460 | 4,38 | 1 | |||||
| 2025-11-14 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | MBE Wealth Management, LLC | 2.446 | 0,00 | 275 | -7,12 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 4.959 | 180,65 | 557 | 161,03 | ||||
| 2026-02-09 | 13F | Avalon Trust Co | 250 | 30 | ||||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 227 | 0,44 | 25 | -7,41 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 125 | -86,73 | 15 | -86,49 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 25.152 | 6,72 | 2.824 | -0,95 | ||||
| 2026-04-16 | 13F | Five Pine Wealth Management | 3.606 | 0,11 | 405 | -7,13 | ||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 160.397 | 5,48 | 18.008 | -2,10 | ||||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 16.418 | -0,56 | 1.843 | -7,71 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 4.146 | 0,85 | 465 | -6,44 | ||||
| 2026-04-22 | 13F | Aureum Wealth Management, LLC | 4.400 | 0,00 | 494 | -7,33 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 281 | -44,90 | 0 | |||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | MB Generational Wealth, LLC | 1.798 | -6,60 | 217 | -4,41 | ||||
| 2026-02-13 | 13F | Hurley Capital, LLC | 2.822 | 0,11 | 341 | 2,40 | ||||
| 2026-01-28 | 13F | Fiduciary Wealth Partners, LLC | 6.611 | 0,00 | 800 | 2,04 | ||||
| 2026-04-30 | 13F | Ibex Wealth Advisors | 3.475 | 390 | ||||||
| 2026-04-14 | 13F | Baldwin Brothers Inc/ma | 2.678 | 301 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1.954 | 297,15 | 219 | 271,19 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 12 | 0,00 | 1 | 0,00 | ||||
| 2026-02-13 | 13F | Bragg Financial Advisors, Inc | 9.476 | -0,54 | 1.146 | 1,60 | ||||
| 2026-02-19 | 13F | Birchwood Financial Partners, Inc. | 4.751 | 575 | ||||||
| 2026-02-13 | 13F | Destination Wealth Management | 5.678 | 2,36 | 687 | 4,57 | ||||
| 2026-02-17 | 13F | Argyle Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Legacy Financial Advisors, Inc. | 1.968 | -42,57 | 221 | -46,86 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 25.860 | -46,15 | 2.903 | -50,02 | ||||
| 2026-02-04 | 13F | One Day In July LLC | 105.527 | -8,75 | 12.765 | -6,80 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 4.708 | -2,32 | 570 | -0,18 | ||||
| 2026-02-13 | 13F | Graney & King, LLC | 1.412 | -2,28 | 171 | -0,58 | ||||
| 2026-04-13 | 13F | CJM Wealth Advisers, Ltd. | 7.863 | 0,00 | 883 | -7,26 | ||||
| 2026-01-23 | 13F | Ashford Advisors, LLC | 170.243 | -1,16 | 20.593 | 0,94 | ||||
| 2026-02-06 | 13F | Keystone Financial Group | 5.332 | 15,11 | 645 | 17,52 | ||||
| 2026-02-13 | 13F | Haverford Trust Co | 28.963 | 0,35 | 3.503 | 2,49 | ||||
| 2026-02-17 | 13F | Twin Focus Capital Partners, Llc | 81.388 | 9,84 | 9.845 | 12,17 | ||||
| 2026-02-02 | 13F | Wells Financial Advisors INC | 400 | 0,00 | 48 | 2,13 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 6.066 | -4,26 | 681 | -11,10 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 173.859 | 8,47 | 21.030 | 10,78 | ||||
| 2026-04-20 | 13F | Joel Adams & Associates, Inc. | 10.202 | 10,21 | 1.145 | 2,32 | ||||
| 2026-02-17 | 13F | Davis Wealth Advisors, LLC | 20.925 | 2.531 | ||||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 2.960 | 0,00 | 332 | -7,26 | ||||
| 2026-01-20 | 13F | Sanibel Captiva Trust Company, Inc. | 4.450 | 0,00 | 538 | 2,09 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 9.228 | -23,41 | 1.116 | -21,79 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 2.692 | 302 | ||||||
| 2026-02-10 | 13F | Keyvantage Wealth, Llc | 1.766 | 0,00 | 214 | 1,91 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 20.186 | 2,61 | 2.266 | -4,75 | ||||
| 2026-04-14 | 13F | Well Done, LLC | 32.249 | -0,21 | 3.621 | -7,39 | ||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 14.553 | 0,26 | 1.634 | -6,95 | ||||
| 2026-01-21 | 13F | Townsend Asset Management Corp /nc/ /adv | 2.283 | -4,20 | 276 | -2,13 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 10.838 | -14,40 | 1.311 | -12,61 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 9.436 | 0,00 | 1.059 | -7,19 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 222 | 0,00 | 27 | 0,00 | ||||
| 2026-02-02 | 13F | Vawter Financial, Ltd. | 1.860 | 0,00 | 225 | 1,82 | ||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 39.369 | -1,05 | 4.762 | 1,06 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 2.075 | 0,00 | 233 | -7,20 | ||||
| 2026-04-15 | 13F | Access Financial Services, Inc. | 3.838 | -1,69 | 431 | -8,90 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 2.813 | 0,00 | 316 | -7,89 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 2.608 | -0,15 | 293 | -7,30 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 4.043 | -24,81 | 489 | -23,11 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 120.791 | -1,73 | 13.561 | -8,79 | ||||
| 2026-04-17 | 13F | Novare Capital Management Llc | 11.153 | -1,13 | 1.252 | -8,21 | ||||
| 2026-01-26 | 13F | Keystone Wealth Services, LLC | 1.742 | 211 | ||||||
| 2026-04-09 | 13F | Wedmont Private Capital | 18.566 | -3,10 | 2.177 | -7,28 | ||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 711 | 0,00 | 80 | -8,14 | ||||
| 2026-02-05 | 13F | Evergreen Wealth Partners LLC | 2.613 | 316 | ||||||
| 2026-01-30 | 13F | Valued Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 1.740 | 2,35 | 0 | |||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 2.020 | 244 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 1.906 | -47,14 | 231 | -46,14 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 4.179 | -10,23 | 469 | -16,70 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 3.542 | -2,21 | 428 | -0,93 | ||||
| 2026-04-21 | 13F | Wolfstich Capital, LLC | 2.793 | -3,36 | 303 | -13,18 | ||||
| 2026-02-10 | 13F | Measured Wealth Private Client Group, LLC | 8 | 1 | ||||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 413.780 | -0,07 | 50.051 | 2,06 | ||||
| 2026-02-12 | 13F | Guardsman Private Capital Management, Inc. | 2.030 | 246 | ||||||
| 2026-04-06 | 13F | Acima Private Wealth, Llc | 158 | 0,00 | 18 | -10,53 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 27.043 | -3,28 | 3.036 | -10,20 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 34.352 | 303,43 | 3.857 | -6,81 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 298 | 0,00 | 33 | -8,33 | ||||
| 2026-02-11 | 13F | IMA Wealth, Inc. | 272.981 | -0,40 | 33.020 | 1,72 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 3 | 0,00 | 0 | |||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 69.148 | -0,45 | 7.763 | -7,59 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 138.135 | 8,01 | 15.508 | 0,25 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 347 | 0,00 | 39 | -7,32 | ||||
| 2026-04-20 | 13F | Peirce Capital Management, LLC | 5.881 | 0,03 | 660 | -7,17 | ||||
| 2026-02-04 | 13F | Bailard, Inc. | 12.636 | 2,22 | 1.528 | 4,37 | ||||
| 2026-04-15 | 13F | Scott Capital Advisors, LLC | 14.032 | 7,05 | 1.654 | 4,35 | ||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 8.342 | 17,18 | 1.006 | 19,62 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 5.289 | 81,69 | 640 | 85,76 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 2.281 | -18,07 | 276 | -16,41 | ||||
| 2026-02-06 | 13F | Fortis Group Advisors, LLC | 680 | 0,00 | 82 | 2,50 | ||||
| 2026-02-12 | 13F | Vickerman Investment Advisors, Inc. | 6.995 | -7,84 | 846 | -5,79 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 578 | 3,21 | 70 | 4,55 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 15.424 | 0,44 | 1.866 | 2,59 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 2.679 | 0,00 | 316 | -2,78 | ||||
| 2026-02-17 | 13F | Humankind Investments LLC | 5.728 | -0,35 | 693 | 1,76 | ||||
| 2026-04-27 | 13F | Trademark Financial Management, LLC | 30.132 | -0,88 | 3.383 | -8,00 | ||||
| 2026-01-29 | 13F | UBS Group AG | 265.511 | 1,79 | 32.116 | 3,96 | ||||
| 2026-02-13 | 13F | Oxford Financial Group Ltd | 1.981 | -0,80 | 240 | 1,27 | ||||
| 2026-02-11 | 13F | Endeavor Private Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Brookstone Capital Management | 2.757 | -54,47 | 310 | -57,79 |
