HDV - iShares Trust - iShares Core High Dividend ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (ARCA)

iShares Trust - iShares Core High Dividend ETF
US ˙ ARCA ˙ US46429B6636

Grundlæggende statistik
Institutionelle ejere 841 total, 839 long only, 0 short only, 2 long/short - change of 5,90% MRQ
Gennemsnitlig porteføljeallokering 0.3156 % - change of 7,68% MRQ
Institutionelle aktier (lange) 43.122.743 (ex 13D/G) - change of 3,03MM shares 7,57% MRQ
Institutionel værdi (lang) $ 5.109.165 USD ($1000)
Institutionelt ejerskab og aktionærer

iShares Trust - iShares Core High Dividend ETF (US:HDV) har 841 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 43,122,743 aktier. Største aktionærer omfatter Bank Of America Corp /de/, Morgan Stanley, LPL Financial LLC, Wells Fargo & Company/mn, UBS Group AG, Royal Bank Of Canada, Jpmorgan Chase & Co, Raymond James Financial Inc, Envestnet Asset Management Inc, and Janney Montgomery Scott LLC .

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

The share price as of April 28, 2026 is 134,46 / share. Previously, on April 29, 2025, the share price was 115,18 / share. This represents an increase of 16,74% over that period.

HDV / iShares Trust - iShares Core High Dividend 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.

AI+ Ask Fintel’s AI assistant about iShares Trust - iShares Core High Dividend ETF.

Select a question to share a public post with an AI-crafted answer.

Thinking of good questions…
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.

HDV / iShares Trust - iShares Core High Dividend ETF Historical Put/Call Ratio
13F og NPORT arkivering

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

Opgrader for at låse premium-data op og eksportere til Excel .

Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2026-04-21 13F Huntleigh Advisors, Inc. 1.944 0,99 264 12,39
2026-04-22 13F Atwater Malick LLC 141.303 15,90 19.178 29,35
2026-03-31 13F Hamrick Investment Counsel, llc 2.480 302
2025-11-07 13F Synovus Financial Corp 15.021 15,00 1.840 20,20
2026-04-27 13F JB Capital LLC 29.856 225,97 4.052 264,06
2026-04-22 13F Romano Brothers And Company 8.065 -0,92 1.095 10,62
2026-02-11 13F Deutsche Bank Ag\ 2.430 -61,02 296 -61,34
2026-02-12 13F Mission Creek Capital Partners, Inc. 3.826 -13,24 465 -13,73
2026-02-02 13F Ashton Thomas Securities, Llc 0 -100,00 0 -100,00
2026-01-30 13F Sigma Planning Corp 56.817 -0,28 6.909 -0,97
2026-04-20 13F Jfs Wealth Advisors, Llc 2.739 -0,04 372 11,41
2026-02-13 13F Wells Fargo & Company/mn 1.546.611 12,69 188.083 11,92
2026-01-27 13F TD Waterhouse Canada Inc. 7.984 -13,01 971 -13,93
2026-04-17 13F Nottingham Advisors, Inc. 26.718 4,43 3.626 16,55
2026-02-04 13F Money Concepts Capital Corp 5.531 -3,37 673 -4,00
2026-04-22 13F Detalus Advisors, LLC 1.685 229
2026-02-10 13F IFG Advisory, LLC 30.711 3.735
2026-02-11 13F Wharton Business Group, LLC 191.023 0,45 23.230 -0,24
2026-04-17 13F Capital Squared Financial LLC 17.273 3,14 2.101 2,44
2026-02-04 13F JSF Financial, LLC 7.089 1,00 862 0,35
2026-02-13 13F HFG Advisors, Inc. 17.680 1,66 2.150 0,99
2026-04-20 13F Banque Cantonale Vaudoise 320 0,00 43 10,26
2026-04-17 13F Hanson & Doremus Investment Management 164 0,00 0
2026-01-29 13F Comprehensive Financial Consultants Institutional, Inc. 2.232 0,00 271 -0,73
2025-11-12 13F AIMZ Investment Advisors, LLC 0 -100,00 0
2026-02-02 13F Broussard Financial Group LLC 37.745 4.590
2026-02-13 13F Centaurus Financial, Inc. 1.012 -24,08 0
2026-01-12 13F Daymark Wealth Partners, Llc 5.131 0,27 624 -0,32
2026-01-29 13F UBS Group AG 1.461.075 4,49 177.681 3,78
2026-04-17 13F AdvisorNet Financial, Inc 2.324 31,90 315 47,20
2026-01-05 13F Chesapeake Asset Management Llc 0 -100,00 0
2026-04-23 13F Signature Securities Group Corporation 4.100 -11,52 557 -1,24
2026-02-18 13F Caitlin John, LLC 345 0,00 42 -2,38
2026-04-22 13F Vicus Capital 6.044 0,42 820 12,18
2026-02-10 13F Weaver Consulting Group 9.718 -0,54 1.182 -1,25
2026-02-12 13F JPL Wealth Management, LLC 0 -100,00 0
2026-04-08 13F Cadent Capital Advisors, LLC 3.370 457
2026-02-06 13F Pnc Financial Services Group, Inc. 55.373 -0,08 6.734 -0,77
2026-02-17 13F Gotham Asset Management, LLC 2.328 0,00 283 -0,70
2026-04-15 13F Targeted Financial Services LLC 16.199 -1,63 2.199 9,79
2026-02-06 13F Envestnet Portfolio Solutions, Inc. 3.587 8,89 436 8,19
2026-02-26 13F Anchor Investment Management, LLC 10.130 -3,72 1.232 -4,43
2026-02-12 13F StoneX Group Inc. 18.335 12,14 2.230 11,34
2026-01-27 13F Regions Financial Corp 63.931 -8,36 7.775 -8,99
2026-01-20 13F SOA Wealth Advisors, LLC. 12.844 -2,01 1.562 -2,74
2026-02-13 13F Ubs Asset Management Americas Inc 1.739 211
2026-04-13 13F Creative Financial Designs Inc /adv 496 0,20 67 11,67
2026-04-17 13F/A Founders Financial Securities Llc 3.409 -11,18 462 -1,07
2026-02-13 13F Aviso Financial Inc. 0 -100,00 0
2026-02-02 13F Equitable Trust Co 3.738 0,00 455 -0,66
2026-02-10 13F WCG Wealth Advisors LLC 20.510 -0,60 2.494 -1,27
2026-02-09 13F Integrity Alliance, Llc. 23.001 540,34 2.797 537,13
2026-02-17 13F Royal Bank Of Canada 1.251.561 8,66 152.202 7,92
2026-02-03 13F NewEdge Wealth, LLC 23.381 515,78 2.843 534,60
2026-02-17 13F Cahill Financial Advisors Inc 32.501 -0,99 3.952 -1,67
2026-02-09 13F Strategic Financial Concepts, LLC 1.669 203
2026-04-08 13F Dynamic Advisor Solutions LLC 2.698 0,82 366 12,62
2026-04-20 13F Ronald Blue Trust, Inc. 822 0,00 112 12,12
2026-02-13 13F Resources Management Corp /ct/ /adv 10 -50,00 0
2026-04-23 13F Kohmann Bosshard Financial Services, LLC 160.057 -0,38 21.745 11,25
2026-01-29 13F Bravias Capital Group, LLC 0 -100,00 0 -100,00
2026-01-26 13F Invested Advisors 12.169 29,61 1.480 40,59
2026-02-09 13F Putnam Fl Investment Management Co 4.605 -1,90 560 -2,61
2026-02-17 13F EFG International AG 200 24
2026-04-10 13F Marshall Financial Group LLC 2.010 0,00 273 11,48
2026-04-23 13F Foundry Financial Group, Inc. 48.632 0,16 6.600 11,79
2026-02-17 13F Coppell Advisory Solutions LLC 5.462 16,78 668 17,22
2026-02-17 13F Warren Averett Asset Management, LLC 163.289 -3,73 19.858 -4,39
2026-01-23 13F LOM Asset Management Ltd 16.186 -6,22 1.968 -6,86
2026-02-10 13F Rothschild Investment Llc 710 0,00 86 0,00
2026-02-10 13F Meridian Management Co 4.000 0,00 486 -0,61
2026-02-10 13F REAP Financial Group, LLC 75 0,00 9 0,00
2026-02-13 13F Southeast Asset Advisors Inc. 0 -100,00 0
2026-02-03 13F Sequoia Financial Advisors, LLC 5.165 44,48 628 43,71
2026-02-28 13F NCM Capital Management, LLC 13.361 -0,34 1.625 -1,04
2026-04-21 13F Patton Albertson Miller Group, Llc 2.152 0,00 292 11,88
2026-02-17 13F Russell Investments Group, Ltd. 292 -3,63 36 -5,41
2026-02-12 13F Gould Capital, LLC 18 0,00 2 0,00
2026-03-04 13F Rehmann Capital Advisory Group 16.474 -5,29 2.003 -3,52
2026-04-17 13F Monticello Wealth Management, Llc 21.601 28,24 2.932 43,12
2026-04-20 13F WealthSpring Partners, LLC 1.515 -80,86 206 -73,79
2026-01-29 13F Comerica Bank 164.676 -0,16 20.026 -0,85
2026-02-12 13F Quadrant Capital Group Llc 345 -31,00 42 -32,79
2026-04-15 13F Silverlake Wealth Management Llc 5.025 19,93 682 33,79
2026-04-06 13F Baring Financial LLC 3.901 0,39 529 12,08
2026-04-07 13F Mb, Levis & Associates, Llc 228 0,44 31 11,11
2026-02-13 13F Acumen Wealth Advisors, LLC 18 2
2026-02-13 13F Intrepid Financial Planning Group LLC 12.909 -0,25 1.570 -0,95
2026-01-27 13F Duncker Streett & Co Inc 14 0,00 2 0,00
2026-02-13 13F Johnson Investment Counsel Inc 0 -100,00 0
2026-03-24 13F Armis Advisers, LLC 2.088 20,55 276 34,80
2026-04-17 13F Krilogy Financial LLC 10.868 -1,74 1.453 1,68
2026-04-06 13F Versant Capital Management, Inc 58 0,00 8 0,00
2026-01-23 13F McCarthy & Cox 0 -100,00 0
2026-01-21 13F Capital Investment Advisory Services, LLC 1.080 0,37 131 0,00
2026-02-12 13F Founders Financial Alliance, LLC 70 -91,06 9 -91,58
2026-02-11 13F Franklin Resources Inc 53.732 -7,76 6.534 -8,38
2026-02-12 13F Litman Gregory Asset Management LLC 10.177 0,00 1.238 -0,72
2026-02-04 13F Valeo Financial Advisors, LLC 25.120 -8,54 3.055 -9,19
2025-11-21 13F Watts Gwilliam & Co., LLC 1.755 0,00 215 0,47
2026-02-13 13F Kensington Asset Management, LLC 22.450 -0,22 2.744 -0,40
2025-11-12 13F Creekmur Asset Management LLC 4.534 0,67 555 5,31
2026-04-14 13F West Branch Capital LLC 38 5
2026-04-22 13F Kapstone Financial Advisors LLC 99.322 0,07 13.480 11,67
2026-04-09 13F Lantz Financial LLC 114.530 4,55 15.544 16,69
2026-01-27 13F Jackson, Grant Investment Advisers, Inc. 11.876 -13,45 1.444 -14,05
2026-02-10 13F Envestnet Asset Management Inc 898.003 22,49 109.206 21,65
2026-01-23 13F Smith, Moore & Co. 2.720 0,00 331 -0,90
2026-04-27 13F Benchmark Financial Wealth Advisors, LLC 1.593 216
2026-02-05 13F Thrivent Financial For Lutherans 147.189 9,07 18 6,25
2026-02-10 13F Nomura Asset Management Co Ltd 4.990 0,00 607 -0,82
2026-02-11 13F MCF Advisors LLC 13.533 2,48 1.646 1,79
2026-02-17 13F Per Stirling Capital Management, LLC. 12.475 1,51 1.517 0,86
2026-04-14 13F Nova Wealth Management, Inc. 787 0,51 107 11,58
2026-01-23 13F Transcend Wealth Collective, Llc 18.160 0,55 2.208 -0,14
2026-04-22 13F Shum Financial Group, Inc. 3.588 4,88 487 16,83
2026-02-03 13F Patten & Patten Inc/tn 7.372 -1,17 896 -1,86
2026-02-13 13F Magnolia Capital Advisors Llc 2.804 15,87 341 15,20
2026-04-08 13F Inspirion Wealth Advisors, Llc 5.697 -2,57 773 8,72
2026-04-27 13F HB Wealth Management, LLC 168.114 5,96 22.817 18,25
2026-02-10 13F Peapack Gladstone Financial Corp 3.154 0,00 0
2026-02-09 13F Smith Chas P & Associates Pa Cpas 2.198 -12,95 267 -13,59
2026-01-30 13F AMG National Trust Bank 20.947 9,01 2.547 8,24
2026-03-20 13F Consilio Wealth Advisors, Llc 2.011 0,00 245 -0,81
2026-01-30 13F Laurel Wealth Advisors LLC 234 28
2025-11-10 13F Tableaux Llc 0 -100,00 0 -100,00
2026-02-11 13F First Command Advisory Services, Inc. 390 0,00 47 0,00
2026-01-26 13F Cwm, Llc 77.174 -60,43 9 -60,87
2026-02-09 13F White Pine Capital Llc 8.953 -2,35 1.089 -3,03
2026-02-12 13F TopTier Wealth Management, LLC 1.954 238
2026-02-13 13F Colony Group, LLC 30.900 48,87 3.758 47,89
2026-02-13 13F Wbi Investments, Inc. 2.009 -2,52 244 -3,17
2026-02-13 13F Northwest Bancshares, Inc. 7.199 -1,32 875 -2,02
2026-04-08 13F Miracle Mile Advisors, LLC 0 -100,00 0
2026-04-09 13F Acropolis Investment Management, LLC 1.425 193
2026-01-29 13F D.a. Davidson & Co. 27.623 -1,60 3.359 -2,27
2026-04-28 13F Paller Financial Services Inc 44.020 1,26 5.974 13,02
2026-02-03 13F Emerald Investment Partners, Llc 7.151 10,58 870 9,86
2026-02-19 13F Mcguire Capital Advisors Inc 19 2
2026-01-08 13F GSG Advisors LLC 22.865 -0,96 2.781 -1,91
2026-04-27 13F Lodestar Private Asset Management Llc 3.610 -5,02 490 5,84
2026-04-27 13F Thrive Capital Management, LLC 0 -100,00 0
2026-01-26 13F Townsend & Associates, Inc 304.637 0,77 38.665 4,72
2026-04-14 13F SigFig Wealth Management, LLC 1.865 253
2026-04-07 13F Investment Partners Asset Management, Inc. 5.464 -1,53 742 9,94
2026-02-11 13F Cornerstone Advisors Asset Management, Inc 12.256 1,36 1.490 0,68
2026-02-12 13F Philadelphia Trust Co 6.417 0,00 1
2026-02-03 13F Cheviot Value Management, LLC 894 -3,77 117 3,57
2026-02-10 13F Shepherd Financial Partners LLC 3.625 -2,03 441 -2,87
2026-04-16 13F Sunbeam Capital Management, LLC 3.587 487
2026-02-17 13F Glenmede Trust Co Na 91.280 11,21 11.101 11,66
2026-04-21 13F Decker Retirement Planning Inc. 12.020 7,25 1.631 19,75
2026-04-13 13F Bouchey Financial Group Ltd 2.275 0,00 308 11,59
2026-04-28 13F Stephens Inc /ar/ 6.398 2,24 868 14,06
2026-04-13 13F Pettinga Financial Advisors, LLC 0 -100,00 0
2026-04-20 13F Miller Howard Investments Inc /ny 0 -100,00 0
2026-02-17 13F Two Sigma Securities, Llc 3.188 -37,99 388 -38,47
2026-04-28 13F Walkner Condon Financial Advisors LLC 9.789 0,00 1.329 11,60
2026-02-06 13F Cascade Financial Partners, LLC 1.780 0,00 216 -0,46
2026-02-10 13F Argent Trust Co 12.833 0,00 1.561 -0,70
2026-04-17 13F Essex Savings Bank 2.427 0,00 329 11,53
2026-04-10 13F Armstrong Advisory Group, Inc 2.763 -70,96 375 -67,68
2026-02-12 13F Hohimer Wealth Management, Llc 0 -100,00 0
2026-02-03 13F Vantage Financial Partners, LLC 3.042 -0,94 370 -1,86
2026-04-27 13F Turtle Creek Wealth Advisors, LLC 1.584 215
2026-04-20 13F Kestra Private Wealth Services, Llc 13.404 0,60 1.819 12,28
2026-02-09 13F Huntington National Bank 27 0,00
2026-02-17 13F Lazard Asset Management Llc 5.300 0,00 645 -0,62
2026-02-14 13F Rockefeller Capital Management L.P. 206.215 5,59 25.079 4,87
2026-01-30 13F Turning Point Benefit Group, Inc. 0 -100,00 0
2026-02-12 13F BRYN MAWR TRUST Co 2.024 0,00 246 -0,40
2026-04-15 13F Aventus Investment Advisors, Inc. 16.820 -3,62 2.283 7,54
2026-01-30 13F Archer Investment Corp 9.221 0,02 1.121 -0,62
2026-02-13 13F MAI Capital Management 23.714 168,53 2.884 166,70
2026-02-17 13F High Falls Advisors, Inc 2.096 0,96 255 0,00
2026-02-11 13F Cerity Partners LLC 152.635 215,08 18.562 212,95
2026-02-13 13F Arkadios Wealth Advisors 31.950 4,31 3.885 3,60
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 11.695 1.587
2026-04-17 13F Cornell Pochily Investment Advisors, Inc. 10.079 4,83 1.368 16,94
2026-04-24 13F Patten Group, Inc. 9.160 1,51 1.243 13,31
2026-02-11 13F Convergence Financial, LLC 37.760 4.592
2026-02-13 13F Level Four Advisory Services, Llc 53.964 -0,58 6.563 -1,26
2026-04-08 13F Icapital Wealth Llc 3.495 0,00 474 11,53
2026-01-28 13F Glassman Wealth Services 613 1,16 74 0,00
2026-02-13 13F National Bank Of Canada /fi/ 24.887 2,63 3.025 1,92
2026-04-21 13F Maridea Wealth Management LLC 2.745 35,56 373 51,22
2026-02-09 13F Harbour Investments, Inc. 20.422 13,35 2.484 12,56
2026-04-10 13F Salvus Wealth Management, LLC 1.795 0,00 244 11,47
2026-01-26 13F Grand Wealth Management, Llc 918 0,00 112 -0,89
2026-04-09 13F Adirondack Capital Advisors, LLC 110.051 4,96 14.936 17,14
2026-02-12 13F Eley Financial Management, Inc 3.466 -2,17 422 -2,77
2026-02-09 13F Coldstream Capital Management Inc 17.744 24,34 2.158 23,47
2026-02-13 13F Smartleaf Asset Management LLC 75.908 146,65 9.279 147,44
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 2.602 353
2026-02-10 13F Clear Harbor Asset Management, LLC 3.964 97,71 482 96,73
2026-02-18 13F EP Wealth Advisors, Inc. 18.195 38,96 2.213 44,20
2026-02-02 13F Ellis Investment Partners, LLC 18.371 -5,08 2.234 -5,70
2026-04-22 13F Avantra Family Wealth, Inc. 2.085 283
2026-02-06 13F Mach-1 Financial Group, Inc. 0 -100,00 0
2026-04-22 13F Continuum Advisory, LLC 2.478 0,77 336 12,37
2026-02-10 13F/A Northwestern Mutual Wealth Management Co 278.348 17,50 33.850 16,69
2026-01-12 13F Heartwood Wealth Advisors LLC 0 -100,00 0 -100,00
2026-02-11 13F O'shaughnessy Asset Management, Llc 8.099 30,48 985 29,47
2025-11-06 13F Financial Advocates Investment Management 0 -100,00 0
2026-04-15 13F AlphaStar Capital Management, LLC 3.080 0,23 418 12,06
2026-04-23 13F Woodward Diversified Capital, Llc 1.535 206
2026-01-26 13F Mountain Hill Investment Partners Corp. 16 0,00 2 0,00
2026-04-15 13F Financial Management Professionals, Inc. 250 0,00 34 10,00
2025-11-04 13F Chung Wu Investment Group, LLC 0 -100,00 0
2026-04-16 13F Triad Wealth Partners, LLC 14.663 1.990
2026-01-20 13F Wealth Management Associates, Inc. 23.321 2,17 2.836 1,50
2026-01-16 13F Bangor Savings Bank 0 -100,00 0
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 0 -100,00 0
2026-02-13 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 5.580 5,03 679 4,31
2026-04-17 13F PMG Wealth Management, Inc. 4.440 -2,42 603 8,86
2026-02-11 13F Capital Analysts, Inc. 7.458 57,91 1
2026-04-28 13F SBI Securities Co., Ltd. 240.991 1,32 32.707 13,08
2026-04-09 13F Chemistry Wealth Management LLC 2.176 0,00 295 11,74
2026-04-07 13F Farther Finance Advisors, LLC 60.491 9,72 8.104 20,88
2026-02-09 13F Atlantic Trust, LLC 1.865 0,00 227 -0,88
2026-04-21 13F Wesbanco Bank Inc 0 -100,00 0
2026-02-13 13F Seneschal Advisors, LLC 130 0,00 16 0,00
2026-04-13 13F Garrett Investment Advisors LLC 4.393 -2,90 596 8,36
2026-02-13 13F Transamerica Financial Advisors, Inc. 7 1
2026-04-13 13F Rydar Equities, Inc. 2.356 27,97 320 43,05
2026-04-23 13F Interchange Capital Partners, LLC 3.805 18,68 461 18,25
2026-02-03 13F Climber Capital SA 6.500 0,00 790 4,23
2026-04-28 13F Stratos Wealth Advisors, LLC 3.377 -11,34 458 -1,08
2026-04-24 13F Goldstone Financial Group, LLC 19.812 -2,64 2.689 8,65
2026-02-20 13F Talisman Wealth Advisors LLC 9.512 0,02 1.158 -0,52
2026-02-06 13F Gables Capital Management Inc. 415 0,00 50 0,00
2026-04-20 13F Sowell Financial Services LLC 18.679 -2,66 2.535 8,66
2026-03-04 13F SHP Wealth Management 6.060 737
2026-04-13 13F Mather Group, Llc. 2.022 0,00 274 11,84
2026-04-23 13F Harbor Investment Advisory, Llc 15.732 6,94 2.135 19,34
2026-01-27 13F Farrow Financial Inc. 39.663 2,91 4.823 2,20
2026-02-11 13F Allianz Asset Management GmbH 65.700 7.990
2026-04-15 13F Fifth Third Securities, Inc. 10.611 -3,28 1.440 7,95
2026-04-22 13F Janney Montgomery Scott LLC 893.886 7,64 121 21,00
2026-02-17 13F Aqr Capital Management Llc 26.006 669,41 3.163 665,62
2026-04-20 13F Courier Capital Llc 93.229 3,82 12.653 15,87
2026-02-23 13F Mv Capital Management, Inc. 10.183 -3,26 1.238 0,41
2026-04-20 13F Dopkins Wealth Management, Llc 2.407 327
2026-04-09 13F Cliftonlarsonallen Wealth Advisors, Llc 16.575 0,00 2.250 11,61
2026-02-06 13F Plan A Wealth LLC 1.893 4,70 230 4,07
2026-04-28 13F Howe & Rusling Inc 13.861 9,97 1.881 22,78
2026-02-09 13F Green Square Capital Advisors Llc 2.380 289
2026-02-12 13F Connecticut Wealth Management, LLC 0 -100,00 0
2026-02-17 13F Evergreen Wealth Solutions, LLC 3.698 41,90 450 40,75
2026-02-11 13F Zions Bancorporation, National Association /ut/ 2.615 0,00 318 -0,62
2026-04-15 13F Fortitude Family Office, LLC 490 0,00 67 11,86
2026-04-24 13F Private Advisor Group, LLC 257.027 137,80 34.884 165,39
2026-02-05 13F AlphaCore Capital LLC 1.776 15,25 216 14,36
2026-02-11 13F Gwn Securities Inc. 5.347 19,94 650 18,40
2026-04-17 13F HHM Wealth Advisors, LLC 820 0,00 111 12,12
2026-04-23 13F Game Plan Financial Advisors, LLC 0 -100,00 0
2026-02-13 13F Element Wealth, LLC 7.587 -0,33 923 -1,07
2026-02-12 13F Commonwealth Equity Services, Llc 643.678 -1,47 78.278 98.984,81
2026-02-17 13F BTG Pactual Asset Management US LLC 0 -100,00 0
2026-04-10 13F Baker Tilly Financial, Llc 1.711 0,00 232 11,54
2026-01-26 13F Keystone Wealth Services, LLC 1.705 -0,53 207 -0,96
2026-02-10 13F CFS Investment Advisory Services, LLC 8.615 0,14 1.048 0,00
2026-02-03 13F Milestone Asset Management Group, LLC 4.777 135,44 581 133,87
2026-02-17 13F Advisor Group Holdings, Inc. 377.534 8,33 45.929 7,09
2026-04-14 13F Cathy Pareto & Associates, Inc 3.185 3,07 432 15,20
2026-01-27 13F Sage Financial Group Inc 8.021 0,00 975 -0,71
2026-02-17 13F First Manhattan Co 5.843 0,00 711 -0,70
2026-02-05 13F Western Wealth Management, LLC 20.339 22,15 2.473 21,34
2026-02-20 13F Sunbelt Securities, Inc. 37.190 -17,01 4.523 -17,59
2026-04-21 13F OneAscent Financial Services LLC 2.041 -8,02 277 2,97
2026-02-06 13F Vestmark Advisory Solutions, Inc. 24.416 849,30 2.969 845,54
2026-02-04 13F Meridian Wealth Management, LLC 3.677 9,63 447 9,02
2026-02-11 13F Tiaa Trust, National Association 3.937 -3,81 479 -4,59
2026-04-13 13F Trust Co 4.523 0,00 614 11,45
2026-02-13 13F Integrated Wealth Concepts LLC 26.483 -5,67 3.221 -6,31
2026-04-09 13F Kelly Financial Group Llc 1.862 0,00 253 11,50
2026-02-17 13F Jump Financial, LLC 15.713 1.911
2026-04-22 13F Joel Isaacson & Co., LLC 1.515 206
2026-01-20 13F Steel Peak Wealth Management LLC 86.786 10.554
2026-02-10 13F Moors & Cabot, Inc. 2.262 24,35 275 23,87
2026-02-17 13F Main Street Financial Solutions, LLC 2.618 23,32 318 22,78
2026-02-17 13F MGB Wealth Management, LLC 400 0,00 49 0,00
2026-02-10 13F Savant Capital, LLC 4.748 -4,25 577 -4,94
2026-02-18 13F Kitching Partners, Llc 0 -100,00 0
2026-01-29 13F Dunhill Financial, LLC 1.445 -54,02 176 -54,43
2026-02-11 13F Flagship Wealth Advisors, Llc 3.341 0,48 406 -0,25
2026-04-15 13F Optivise Advisory Services LLC 3.066 416
2026-02-17 13F Fmr Llc 493.518 -2,77 60.017 -3,43
2026-01-26 13F Old Point Trust & Financial Services N A 0 -100,00 0
2026-04-14 13F Beacon Investment Advisory Services, Inc. 2.073 -0,14 281 11,51
2026-04-20 13F Arta Finance Wealth Management LLC 2.457 37,34 333 53,46
2026-02-13 13F Ausdal Financial Partners, Inc. 3.510 16,53 427 15,76
2026-04-01 13F Financial Insights, Inc. 2.527 0,00 307 3,72
2026-01-23 13F TFC Financial Management 0 -100,00 0
2026-02-17 13F Fountainhead AM, LLC 470 -89,84 57 -89,93
2026-04-27 13F VAUGHAN & Co SECURITIES, INC. 181.662 -2,36 24.655 8,97
2026-04-28 13F Bogart Wealth, LLC 3.220 -44,00 437 -37,48
2026-04-22 13F Ridgecrest Wealth Partners, Llc 19.277 13,92 2.616 27,18
2026-04-09 13F Teamwork Financial Advisors, LLC 7.988 -1,59 1.084 9,83
2026-02-09 13F Avalon Trust Co 300 0,00 36 0,00
2026-04-07 13F/A Round Rock Advisors, LLC 2.227 0,00 271 -0,74
2025-11-04 13F Ogorek Anthony Joseph /ny/ /adv 0 -100,00 0
2026-01-16 13F Marino, Stram & Associates Llc 1.950 0,10 237 -0,42
2026-04-22 13F Apollon Financial, LLC 6.810 0,00 924 11,59
2026-04-20 13F MBM Wealth Consultants, LLC 175 24
2026-02-13 13F/A New England Private Wealth Advisors LLC 3.077 0,00 374 -0,53
2026-02-10 13F New Republic Capital, LLC 1.000 0,00 122 -0,82
2026-04-22 13F Storen Legacy Partners, LLC 1.732 4,59 235 16,92
2026-02-17 13F Bank Of America Corp /de/ 4.516.593 1,57 549.263 0,87
2026-04-15 13F Merit Financial Group, LLC 38.391 -6,02 5.210 4,89
2026-02-13 13F Whalerock Point Partners, Llc 1.756 0,00 214 -0,93
2026-01-22 13F City Holding Co 0 -100,00 0 -100,00
2026-02-12 13F Benson Wealth Management INC 38 5
2026-02-17 13F Snowden Capital Advisors LLC 13.106 5,70 1.594 4,94
2026-02-09 13F Regimen Wealth, Llc 228.736 0,36 27.817 -0,30
2026-04-06 13F Rosenberg Matthew Hamilton 948 0,00 129 11,30
2026-04-02 13F Collective Family Office Llc 13.790 -5,26 1.872 5,71
2026-04-15 13F Valley National Advisers Inc 3.454 3,48 0
2026-04-10 13F Perfromance Wealth Partners, LLC 2.013 -5,36 273 5,81
2026-04-27 13F Cresta Advisors, Ltd. 8.474 9,85 1.150 22,60
2026-02-13 13F Biondo Investment Advisors, LLC 12.364 5,68 1.504 4,96
2026-04-16 13F First Community Trust Na 435 0,00 59 13,46
2026-02-11 13F Premier Private Wealth Management LLC 3.256 431
2026-02-11 13F Buckingham Strategic Partners 5.130 624
2026-02-11 13F Pettyjohn, Wood & White, Inc 10.036 -2,19 1.220 -2,87
2026-02-17 13F Creative Planning 153.955 -13,77 18.723 -14,36
2025-11-12 13F Strategies Wealth Advisors, LLC 0 -100,00 0
2026-01-13 13F Stephens Consulting, LLC 474 0,00 58 -1,72
2026-02-12 13F Principal Securities, Inc. 44.769 4,53 5.444 3,81
2026-04-17 13F Brown, Lisle/cummings, Inc. 50 0,00 7 0,00
2026-04-06 13F GAMMA Investing LLC 146 0,00 20 11,76
2026-02-03 13F Sigma Investment Counselors Inc 2.405 -5,58 292 -6,11
2026-02-09 13F Collaborative Wealth Managment Inc. 9.262 -5,44 1.126 -6,09
2026-01-20 13F Toth Financial Advisory Corp 0 -100,00 0
2026-04-28 13F Oversea-Chinese Banking CORP Ltd 12.581 0,00 1.707 11,64
2026-04-28 13F Westfuller Advisors, LLC 1.043 0,68 141 12,80
2026-02-09 13F Texas Capital Bank Wealth Management Services Inc 20.211 2.458
2026-02-10 13F Godfrey Financial Associates, Inc. 61.392 7.466
2025-11-12 13F Cobblestone Capital Advisors Llc /ny/ 8.530 0,00 1.044 4,50
2026-02-13 13F SRS Capital Advisors, Inc. 27.464 3.340
2026-04-27 13F Wbh Advisory Inc 3.038 -4,31 407 5,18
2026-04-13 13F Kmg Fiduciary Partners, Llc 2.720 0,37 369 12,16
2026-02-03 13F Retirement Planning Group 2.353 -17,53 286 -18,05
2026-02-13 13F Evelyn Partners Investment Management LLP 80 0,00 10 0,00
2026-02-17 13F/A Kovack Advisors, Inc. 14.924 50,44 1.815 49,42
2026-04-22 13F Spirepoint Private Client, Llc 6.595 5,03 895 17,30
2026-04-15 13F Steinberganna Wealth Management 3.636 -5,29 493 5,79
2026-01-26 13F Valmark Advisers, Inc. 20.024 22,19 2.435 21,39
2026-02-10 13F Foundations Investment Advisors, LLC 1.668 203
2026-02-12 13F WealthPLAN Partners, LLC 1.783 2,29 217 1,41
2026-04-16 13F Sweeney & Michel, Llc 156.369 2,40 21.013 -1,17
2026-02-14 13F POM Investment Strategies, LLC 0 -100,00 0
2026-04-22 13F Caldwell Trust Co 8.425 0,00 1.143 11,62
2026-01-29 13F Klingman & Associates, LLC 20.642 -0,15 2.510 -0,83
2026-02-13 13F Baird Financial Group, Inc. 27.998 8,56 3.405 7,82
2026-01-08 13F Sound View Wealth Advisors Group, LLC 5.772 -24,06 702 -24,62
2026-02-17 13F Equitable Holdings, Inc. 49.555 24,80 6.026 23,94
2026-01-30 13F Us Bancorp \de\ 10.375 -13,13 1.262 -13,75
2026-02-17 13F Forefront Analytics, LLC 69.308 73,75 8.429 72,56
2026-04-28 13F Berkshire Bank 11.115 3,06 1.509 15,03
2026-04-15 13F Apex Wealth Management, LLC 17.234 2.339
2026-02-09 13F Cary Street Partners Financial Llc 3.351 57,84 408 57,14
2026-02-05 13F Atria Investments Llc 88.574 -0,29 10.772 -0,97
2026-02-13 13F Pinnacle Wealth Planning Services, Inc. 7.069 0,80 860 0,12
2026-04-08 13F Capital Advisors Wealth Management, LLC 29.158 15,31 3.957 28,68
2026-02-10 13F Fort Sheridan Advisors Llc 4.102 0,59 499 -0,20
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-02-09 13F Clear Investment Research, Llc 0 -100,00 0
2026-04-08 13F Accel Wealth Management 1.811 -5,03 246 6,06
2026-04-21 13F HCR Wealth Advisors 3.644 -10,11 495 0,20
2026-02-06 13F Csenge Advisory Group 18.800 3,90 2.286 3,21
2026-02-17 13F Perennial Investment Advisors, LLC 3.350 -0,83 407 -1,45
2026-02-04 13F Clark Wealth Partners 0 -100,00 0 -100,00
2026-04-21 13F PDS Planning, Inc 1.771 4,24 240 16,50
2026-01-30 13F American Financial & Tax Strategies Inc 34.964 7,04 4.252 6,30
2026-02-12 13F BlackRock, Inc. 682.039 0,35 82.943 -0,34
2026-02-13 13F Arete Wealth Advisors, LLC 5.257 -1,22 1
2026-02-04 13F Gray Private Wealth, LLC 52.234 4,21 6.352 3,50
2026-02-17 13F Vertex Planning Partners, LLC 2.283 -8,57 278 -9,18
2026-02-05 13F Navalign, LLC 25 3
2026-02-05 13F Bessemer Group Inc 25.175 12,44 3 50,00
2026-02-06 13F Forefront Wealth Partners, LLC 0 -100,00 0
2026-01-12 13F AllSquare Wealth Management LLC 253 -21,67 31 -18,92
2026-01-21 13F Paladin Advisory Group, LLC 1.159 0,00 141 -0,71
2026-01-27 13F PFG Advisors 3.064 -73,52 373 -73,73
2026-04-15 13F Redhawk Wealth Advisors, Inc. 0 -100,00 0
2026-02-13 13F Citigroup Inc 1.360 8.966,67 165 16.400,00
2026-01-28 13F Chicago Partners Investment Group LLC 16.056 -2,04 2.065 4,14
2026-04-20 13F Independent Wealth Network Inc. 0 -100,00 0
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 4.557 0,89 618 12,57
2026-02-13 13F Pin Oak Investment Advisors Inc 92 0,00 0 -100,00
2026-02-12 13F Investment Research Partners LLC 25.820 36,74 3.140 38,96
2026-01-15 13F Allspring Global Investments Holdings, LLC 2.554 0,00 312 0,32
2026-02-05 13F Mission Wealth Management, Lp 3.463 0,61 421 0,00
2026-02-17 13F Cresset Asset Management, LLC 15.900 -0,36 1.934 -1,02
2026-01-30 13F Ktf Investments, Llc 1.894 230
2026-02-17 13F Note Advisors, LLC 2.533 1,00 324 5,21
2026-04-20 13F Naples Global Advisors, Llc 3.567 0,00 484 11,78
2026-02-17 13F Cape Investment Advisory, Inc. 67 8
2026-02-10 13F Lido Advisors, LLC 77.606 7,51 9.487 7,33
2026-02-17 13F Prosperity Consulting Group, LLC 9.635 1,27 1.172 0,52
2026-04-08 13F First Heartland Consultants, Inc. 8.302 -2,51 1.127 8,79
2026-04-22 13F Princeton Global Asset Management LLC 21 -34,38 3 -33,33
2026-01-23 13F Assetmark, Inc 1.190 38,21 145 37,14
2026-04-13 13F Salem Investment Counselors Inc 633 86
2026-02-13 13F 1 North Wealth Services Llc 3.867 1,28 470 0,64
2026-04-20 13F Provenance Wealth Advisors, LLC 7.670 -26,07 1.041 -17,53
2026-02-11 13F Dorsey & Whitney Trust CO LLC 1.775 0,00 216 -0,92
2026-02-02 13F Fifth Third Bancorp 3.255 9,26 396 8,52
2026-02-17 13F Citadel Advisors Llc Put 2.500 304
2026-04-23 13F Oppenheimer & Co Inc 4.922 -20,87 668 -11,64
2026-02-17 13F Citadel Advisors Llc Call 456.000 -33,67 55.454 -34,13
2026-04-24 13F Means Investment Co., Inc. 2.112 -13,90 287 -4,03
2026-04-27 13F Sound Income Strategies, LLC 34 -81,01 5 -81,82
2026-01-28 13F Barrett & Company, Inc. 3.015 0,43 367 -0,27
2026-02-05 13F Rossmore Private Capital 350 0,00 43 0,00
2026-02-11 13F Ameritas Investment Partners, Inc. 610 74
2026-04-20 13F Christensen, King & Associates Investment Services, Inc. 1.488 202
2026-02-18 13F Financial Advisory Service, Inc. 90.109 6,73 10.958 6,01
2026-04-21 13F Chapin Davis, Inc. 5.486 0,00 745 11,54
2026-02-13 13F STAR Financial Bank 27.848 -3,07 3.387 -3,75
2026-02-06 13F Kingdom Financial Group LLC. 2.367 288
2026-04-22 13F Union Bancaire Privee, UBP SA 870 0,00 89 14,10
2026-02-17 13F Raymond James Financial Inc 974.262 7,53 118.480 6,79
2026-04-07 13F Retirement Wealth Solutions LLC 1 -99,78 0 -100,00
2026-01-15 13F Lodestone Wealth Management LLC 71 9
2026-04-20 13F Skyline Advisors, Inc. 3.032 412
2026-02-17 13F NorthRock Partners, LLC 4.862 0,00 591 -0,67
2026-01-29 13F Quadcap Wealth Management, LLC 10.292 -2,41 1.252 -3,10
2026-02-17 13F Northern Trust Corp 4.505 0,00 548 -0,73
2026-02-04 13F Advisor OS, LLC 54.091 -5,35 6.578 -6,00
2026-02-13 13F Navis Wealth Advisors, LLC 3.984 484
2026-01-30 13F Citizens Financial Group Inc/ri 61.932 -4,83 7.532 -5,48
2026-04-20 13F Chatterton & Associates Inc. 4.679 4,19 634 15,93
2026-02-13 13F Jacobi Capital Management LLC 6.552 4,13 797 3,38
2026-04-20 13F Brandywine Oak Private Wealth Llc 36.679 -2,02 4.978 9,36
2026-02-11 13F Tacita Capital Inc 7.255 0,00 882 -0,68
2026-04-15 13F Regatta Capital Group, Llc 33.822 22,51 4.590 36,73
2026-02-11 13F LPL Financial LLC 2.931.967 3,97 356.557 3,25
2026-04-14 13F Sterling Investment Advisors Llc /adv 2.372 0,30 322 11,85
2026-04-14 13F Nbc Securities, Inc. 5.888 -22,96 799 -13,99
2026-04-08 13F RDA Financial Network 14.051 4,33 1.907 16,49
2026-04-23 13F Mayflower Financial Advisors, LLC 26.887 3,17 3.649 15,15
2026-02-09 13F Kingsview Wealth Management, LLC 28.447 4,47 3.459 3,75
2026-02-17 13F Blair William & Co/il 38.714 2,89 4.708 2,19
2026-02-13 13F Visionary Wealth Advisors 2.220 0,36 270 0,00
2026-02-13 13F Gts Securities Llc 12.178 97,89 1.481 96,55
2026-01-26 13F Roman Butler Fullerton & Co 6.546 70,60 454 -1,09
2026-04-09 13F Shulman DeMeo Asset Management LLC 33.901 -0,75 4.601 10,79
2026-02-12 13F Bank Of Montreal /can/ 49.793 1,08 6.055 0,40
2026-02-17 13F Ameriflex Group, Inc. 3.103 458,09 377 454,41
2026-02-13 13F Resources Investment Advisors, LLC. 9.873 -5,16 1.201 -5,81
2026-02-17 13F Alliancebernstein L.p. 273.247 2,05 33.230 1,35
2026-02-03 13F Legacy Wealth Managment, LLC/ID 542 0,00 66 -1,52
2026-04-10 13F Auto-Owners Insurance Co 23.800 0,00 3.230 11,61
2026-02-13 13F Becker Capital Management Inc 3.336 -7,62 406 -8,37
2026-01-20 13F Quintet Private Bank (Europe) S.A. 0 -100,00 0
2026-04-22 13F Penney Financial, LLC 1.525 207
2026-02-12 13F Steward Partners Investment Advisory, Llc 296.114 1,33 36.010 0,63
2026-04-01 13F Beacon Financial Group 2.194 -2,45 267 -3,27
2026-02-10 13F Avestar Capital, LLC 10.000 0,00 1.216 -0,65
2026-01-30 13F Valued Wealth Advisors LLC 1.709 0,00 208 -0,96
2026-04-15 13F Trust Point Inc. 4.622 0,00 627 11,57
2026-01-21 13F Crews Bank & Trust 17.672 2,97 2.149 2,28
2026-02-12 13F Columbia River Financial Group, LLC 123.359 4,19 15 7,14
2026-04-07 13F Signaturefd, Llc 306 393,55 42 485,71
2026-02-12 13F Federated Hermes, Inc. 0 -100,00 0
2026-04-21 13F ADG Wealth Management Group, LLC 8.857 8,37 1.202 21,05
2026-04-24 13F Medallion Wealth Advisors, LLC 120 0,00 16 14,29
2026-02-02 13F Nicholas Hoffman & Company, LLC. 2.936 0,55 357 0,00
2026-02-04 13F Atlantic Union Bankshares Corp 0 -100,00 0 -100,00
2026-01-21 13F Signature Resources Capital Management, LLC 75 -93,85 9 -93,96
2026-02-13 13F Bank Of Nova Scotia 5.729 22,15 697 21,25
2026-02-13 13F Mml Investors Services, Llc 307.257 -5,27 37.365 -5,92
2026-04-17 13F Signal Advisors Wealth, LLC 2.268 308
2026-02-17 13F Evercore Wealth Management, LLC 14.537 -1,54 1.768 -2,21
2026-04-13 13F Gradient Investments LLC 2.264 -1,31 307 10,43
2026-01-28 13F Salomon & Ludwin, LLC 625 0,00 76 0,00
2026-02-02 13F Mutual Advisors, LLC 13.813 -3,97 1.680 -4,33
2026-01-21 13F Woodmont Investment Counsel Llc 5.406 -1,24 657 -1,94
2026-02-12 13F Brown Brothers Harriman & Co 1.928 -1,03 234 -1,68
2026-02-02 13F Eq Wealth Advisors, Llc 328 40
2026-02-06 13F Larson Financial Group LLC 1.346 -22,15 164 -22,75
2026-02-10 13F Tidemark, LLC 534 0,00 65 -1,54
2026-02-17 13F Cetera Investment Advisers 541.012 6,30 65.792 5,57
2026-04-22 13F Abundance Wealth Counselors 3.605 -6,61 489 4,26
2026-04-16 13F Diversified Trust Co 3.011 0,00 409 11,48
2026-04-24 13F Swmg, Llc 1.613 0,00 219 -1,36
2026-04-28 13F Flagship Harbor Advisors, Llc 35.447 -2,85 4.811 8,41
2026-01-29 13F Calamos Wealth Management LLC 16.719 0,00 2.033 -0,68
2026-04-27 13F Tennessee Valley Asset Management Partners 3.290 -13,15 447 -3,04
2026-02-13 13F Stifel Financial Corp 186.697 4,14 22.704 3,42
2026-02-11 13F Symphony Financial, Ltd. Co. 3.671 59,61 449 60,00
2026-02-11 13F Parallel Advisors, LLC 10.739 -7,91 1.306 -8,54
2026-04-17 13F Tectonic Advisors Llc 4.839 0,00 657 11,56
2026-04-20 13F Eagle Strategies LLC 2.784 -15,43 378 -5,75
2026-04-22 13F Lakeshore Capital Group, Inc. 8.372 0,73 1.136 12,48
2026-02-04 13F Concentrum Wealth Management 2.727 -12,34 332 -12,89
2026-04-22 13F Pinnacle Bancorp, Inc. 250 0,00 34 10,00
2026-02-10 13F Sfmg, Llc 3.029 0,83 368 0,27
2026-02-19 13F/A Axxcess Wealth Management, Llc 17.900 250,16 2.177 248,16
2026-02-10 13F Cherry Tree Wealth Management, LLC 33 0,00 4 0,00
2026-02-12 13F Federation des caisses Desjardins du Quebec 9.304 -2,05 1.131 -2,67
2026-02-11 13F Meiji Yasuda Life Insurance Co 166.097 0,00 20.199 -0,68
2025-11-14 13F Beacon Pointe Advisors, LLC 0 -100,00 0
2026-04-08 13F David J Yvars Group 4.947 -0,90 671 10,54
2026-02-13 13F Kayne Anderson Rudnick Investment Management Llc 88.361 1,08 10.742 0,35
2026-04-27 13F Independent Solutions Wealth Management, LLC 30.152 -0,80 4.092 10,71
2025-11-05 13F Moloney Securities Asset Management, LLC 16.795 3,13 2.057 7,76
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 2.495 0,00 339 11,55
2026-01-23 13F Rsm Us Wealth Management Llc 16.678 0,01 2.039 -0,15
2026-02-02 13F Dudley Capital Management, Llc 5.661 0,00 688 -0,72
2026-02-11 13F SOUTH STATE Corp 7.654 2,68 931 1,97
2026-02-03 13F Mma Asset Management Llc 0 -100,00 0
2026-01-16 13F Trust Co Of Vermont 2.836 12,81 345 12,05
2026-02-05 13F Pacific Sun Financial Corp 3.909 -5,78 475 -6,50
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 223.646 -16,16 29.966 -7,84
2026-04-20 13F Fiduciary Alliance LLC 1.951 9,30 260 19,82
2026-02-10 13F Marshall & Sterling Wealth Advisors Inc. 487 1,04 59 1,72
2026-04-15 13F Wolff Financial Management Llc 31.768 -0,97 4.312 10,54
2026-01-21 13F Newbridge Financial Services Group, Inc. 243 -94,15 30 -94,29
2026-02-12 13F Grey Fox Wealth Advisors, LLC 0 -100,00 0
2026-04-07 13F Eastern Bank 545 0,00 74 10,61
2026-02-04 13F Biltmore Family Office, LLC 1.871 228
2026-02-13 13F Wealth Alliance 5.431 113,23 660 112,22
2026-04-17 13F BCS Wealth Management 2.319 -55,95 315 -50,94
2026-04-28 13F Whittier Trust Co 1.754 0,00 236 10,33
2026-02-13 13F Gen-Wealth Partners Inc 2.904 0,00 353 -0,56
2025-11-10 13F Colonial Trust Advisors 0 -100,00 0
2026-02-02 13F Holistic Planning, LLC 1.717 0,47 209 -0,48
2026-02-12 13F Financial Engines Advisors L.L.C. 1.804 2,21 219 1,39
2025-11-10 13F D'Orazio & Associates, Inc. 0 -100,00 0
2026-01-23 13F Westside Investment Management, Inc. 387 -2,03 47 -2,08
2026-04-16 13F Smith, Salley & Associates 2.512 0,56 341 12,21
2026-01-15 13F Bernard Wealth Management Corp. 26 0,00 3 0,00
2026-04-27 13F PFG Investments, LLC 13.115 11,92 1.780 24,84
2026-02-10 13F Alpha Financial Partners, LLC 2.718 331
2026-04-28 13F Ntv Asset Management Llc 90.250 0,47 12.249 12,13
2026-01-22 13F Bartlett & Co. Wealth Management Llc 116 0,00 14 0,00
2026-04-28 13F Integrated Advisors Network LLC 8.125 58,26 1.103 76,60
2026-02-02 13F Cornerstone Planning Group LLC 752 0,94 98 10,11
2026-02-17 13F Greenline Partners, LLC 3.496 0,00 425 -0,70
2025-11-12 13F Headlands Technologies LLC 0 -100,00 0
2026-02-17 13F Hilltop Holdings Inc. 1.648 -7,36 200 -7,83
2026-02-12 13F Front Row Advisors LLC 80 0,00 10 0,00
2026-04-15 13F Sowa Financial Group, Inc. 20.806 -4,76 3 0,00
2026-01-28 13F Geneos Wealth Management Inc. 4.106 13,71 499 12,90
2026-01-29 13F Atlas Legacy Advisors, LLC 16.274 23,89 1.979 23,07
2026-02-12 13F Hrt Financial Lp 0 -100,00 0
2025-11-14 13F Cubist Systematic Strategies, LLC 10.276 1.258
2026-04-22 13F Investment Advisory Group, LLC 17.588 -0,30 2.387 11,28
2026-04-14 13F Palisade Asset Management, LLC 1.589 216
2026-01-12 13F CVA Family Office, LLC 885 0,00 108 -0,93
2026-02-04 13F Securian Asset Management, Inc 754.802 -3,08 91.791 -3,75
2026-04-09 13F Central Valley Advisors, Llc 2.862 388
2026-02-10 13F Natixis Advisors, L.p. 33.203 22,70 4 33,33
2026-02-17 13F Coastal Bridge Advisors, LLC 4.085 0,12 497 -0,60
2026-01-20 13F Aspiriant, Llc 6.375 3,84 775 3,20
2026-04-28 13F Kingswood Wealth Advisors, Llc 15.815 -0,67 2.146 10,85
2026-02-06 13F Mjp Associates Inc /adv 53.268 -2,43 6.478 -3,10
2026-02-12 13F Triumph Capital Management 1.158 2,39 141 1,45
2026-04-13 13F IFP Advisors, Inc 126.072 -34,80 17.110 -27,23
2026-02-06 13F Van Hulzen Asset Management, LLC 6.987 -1,37 850 -2,08
2026-02-09 13F Valued Retirements, Inc. 2.298 0,17 279 4,10
2026-04-22 13F Onyx Bridge Wealth Group LLC 16.131 -0,90 2.189 10,61
2026-02-12 13F Rik Saylor Financial, Inc. 3.630 0,22 441 -0,45
2026-02-11 13F United Financial Planning Group LLC 0 -100,00 0
2026-04-28 13F Belpointe Asset Management LLC 1.557 211
2025-11-14 13F Wolverine Trading, Llc Call 0 -100,00 0 -100,00
2026-02-09 13F Hartland & Co., LLC 6.428 7,40 782 6,69
2026-02-04 13F Strategic Family Wealth Counselors, L.L.C. 37.633 1,97 4.759 5,29
2026-02-13 13F South Plains Financial, Inc. 2.805 0,00 341 -0,58
2026-04-21 13F Pinnacle Associates Ltd 7.841 -0,19 1.064 11,41
2026-01-29 13F ProVise Management Group, LLC 14.314 -0,13 1.741 -0,80
2026-02-12 13F Cloud Capital Management, LLC 0 -100,00 0
2026-02-10 13F Bank of New York Mellon Corp 6.013 -0,92 731 -1,62
2026-04-27 13F Meramec Financial Planners, LLC 1.607 0,63 214 -1,83
2026-01-09 13F 180 Wealth Advisors, Llc 11.488 -1,92 1.397 -2,58
2026-02-12 13F Hollencrest Capital Management 650 0,00 79 0,00
2026-01-23 13F Avion Wealth 32 0,00 0
2026-01-26 13F San Luis Wealth Advisors LLC 1.898 1,01 231 0,00
2025-11-17 13F FSA Wealth Management LLC 901 0,90 92 5,75
2026-02-17 13F Optiver Holding B.V. 0 -100,00 0
2026-04-17 13F Cora Capital Advisors Llc 10.796 -60,67 1.465 -56,10
2026-04-20 13F YANKCOM Partnership 400 0,00 54 12,50
2026-02-09 13F Jefferies Financial Group Inc. 34.791 7,22 4.231 6,47
2026-02-17 13F Qube Research & Technologies Ltd 49.043 23,08 5.964 22,24
2026-04-14 13F Shrier Wealth Management, Llc 16.785 58,05 2.278 76,45
2026-04-17 13F Roxbury Financial LLC 358 0,28 49 11,63
2026-02-13 13F Fiduciary Trust Co 3.329 26,39 405 25,47
2026-02-09 13F HBK Sorce Advisory LLC 3.133 23,59 429 39,74
2026-04-15 13F Parsons Capital Management Inc/ri 9.110 0,00 1.236 11,65
2026-02-13 13F Kestra Advisory Services, LLC 0 -100,00 0
2026-02-09 13F Firestone Capital Management 3.600 0,00 438 -0,68
2026-04-13 13F Shira Ridge Wealth Management 2.636 0,00 358 11,56
2026-02-09 13F Schwarz Dygos Wheeler Investment Advisors Llc 2.077 0,00 253 -0,79
2026-02-12 13F Lbmc Investment Advisors, Llc 456.776 0,33 55.548 -0,36
2026-02-02 13F Horizon Investments, LLC 1.012 -5,95 123 -6,11
2026-02-12 13F Brinker Capital Investments, LLC 137.115 -2,33 16.675 -3,00
2026-04-17 13F Summit Wealth Partners, LLC 48.863 0,49 6.632 12,14
2026-02-17 13F SageView Advisory Group, LLC 2.703 0,00 329 -0,91
2026-04-22 13F AtlasMark Financial, Inc 31.582 0,00 3.841 0,00
2026-02-17 13F Millennium Management Llc 141.786 17.243
2026-02-02 13F Sunesis Advisors, LLC 7.859 0,00 956 -0,73
2026-04-15 13F ARS Wealth Advisors Group, LLC 2.818 0,14 382 11,70
2026-04-17 13F Vermillion Wealth Management, Inc. 414 0,73 56 12,00
2026-01-26 13F Asset Dedication, LLC 100 0,00 12 0,00
2026-01-27 13F Human Investing LLC 5.901 8,49 718 7,82
2026-04-22 13F TruNorth Capital Management, LLC 18.487 0,00 2.509 11,61
2026-02-12 13F Burke & Herbert Bank & Trust Co 25.202 -21,83 3.065 -22,37
2026-02-09 13F Leavell Investment Management, Inc. 6.271 0,00 763 -0,65
2026-02-17 13F Edmond De Rothschild Holding S.a. 44 0,00 5 0,00
2026-01-15 13F Jaffetilchin Investment Partners, LLC 15.029 0,81 1.828 0,11
2026-02-10 13F Private Wealth Asset Management, LLC 0 -100,00 0
2026-04-24 13F National Asset Management, Inc. 3.436 -4,93 465 5,92
2026-02-10 13F Hazlett, Burt & Watson, Inc. 78 1,30 0
2026-04-28 13F Golden State Equity Partners 75 10
2026-04-23 13F Embree Financial Group 37.401 8,54 5.076 21,15
2026-04-27 13F Pensionmark Financial Group, Llc 26.086 3,52 3.540 15,54
2026-01-23 13F Financial Connections Group, Inc. 715 0,00 0
2026-02-05 13F Allworth Financial LP 30.836 0,97 3.750 0,29
2026-04-20 13F Apella Capital, LLC 3.801 509
2026-02-17 13F Susquehanna International Group, Llp 70.619 2,50 8.588 1,79
2026-02-17 13F Susquehanna International Group, Llp Put 7.100 -58,96 863 -59,25
2026-02-17 13F Ameriprise Financial Inc 738.879 4,38 89.871 3,75
2026-04-20 13F Morton Brown Family Wealth, LLC 22.103 -2,72 3.000 8,54
2026-04-22 13F Smallwood Wealth Investment Management, LLC 109 0,00 15 7,69
2026-04-16 13F Ironwood Financial, llc 20.842 2,99 2.829 12,76
2026-02-17 13F Susquehanna International Group, Llp Call 17.700 -70,05 2.152 -70,26
2026-04-07 13F Park Avenue Securities Llc 20.691 146,62 3 100,00
2026-01-21 13F Prime Capital Investment Advisors, LLC 2.167 3,44 263 2,73
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 1.416 5,75 192 18,52
2026-04-07 13F Cooper Financial Group 14.812 -4,52 2.010 6,57
2026-01-29 13F Sanctuary Advisors, LLC 51.122 5,78 6.217 5,05
2026-04-23 13F North Star Investment Management Corp. 700 0,00 95 11,76
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-01-27 13F Penobscot Investment Management Company, Inc. 4.500 0,00 547 -0,73
2026-02-19 13F CI Private Wealth, LLC 123.548 180,92 15.025 179,00
2026-02-11 13F Jpmorgan Chase & Co 1.220.748 -4,50 148.455 -5,15
2026-03-03 13F NWF Advisory Services Inc. 2.124 -1,98 258 -2,64
2026-04-28 13F Nbt Bank N A /ny 9.371 13,34 1.272 11,59
2026-04-07 13F CoreCap Advisors, LLC 11.424 0,15 1.551 11,75
2026-02-13 13F Mosaic Family Wealth Partners, Llc 0 -100,00 0
2026-04-28 13F Whittier Trust Co Of Nevada Inc 18.598 -0,16 2.502 10,18
2026-02-12 13F Moneta Group Investment Advisors Llc 16.082 1,48 1.956 0,77
2026-04-15 13F Norden Group Llc 19.322 0,52 2.622 12,20
2026-04-17 13F RFG Advisory, LLC 5.298 13,40 719 26,58
2026-01-26 13F American Wealth Advisors, LLC 6.157 0,92 749 0,13
2025-11-25 13F Court Place Advisors, LLC 12.514 0,04 1.532 4,57
2026-04-23 13F Cornerstone Wealth Management, LLC 7.248 19,13 984 33,02
2026-04-10 13F Novem Group 1.827 1,05 248 12,79
2026-02-18 13F Crusonia Wealth Advisors LLC 5.503 669
2026-02-17 13F Pinnacle Financial Partners, Inc. 18.129 2.205
2026-02-17 13F Citadel Advisors Llc 0 -100,00 0
2026-02-17 13F Engineers Gate Manager LP 231.014 28.094
2026-01-30 13F Strategic Blueprint, LLC 0 -100,00 0
2026-02-11 13F Madden Advisory Services, Inc. 14.035 0,69 1.707 0,00
2026-04-14 13F Portfolio Resources Advisor Group, Inc. 16 2
2026-02-12 13F CIBC Private Wealth Group, LLC 5.573 -3,26 678 -3,97
2026-01-29 13F Verdence Capital Advisors LLC 2.197 0,14 267 0,00
2026-01-29 13F Ashton Thomas Private Wealth, LLC 4.350 -0,53 529 -1,31
2026-01-30 13F/A M&t Bank Corp 687.570 -2,14 83.615 -2,81
2026-02-12 13F Johnson Financial Group, Inc. 112 0,00 14 0,00
2026-02-17 13F Regal Investment Advisors LLC 15.253 2,53 1.855 1,81
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0 -100,00
2026-04-21 13F Merkkuri Wealth Advisors LLC 190 26
2026-01-26 13F AE Wealth Management LLC 15.297 11,83 1.860 11,11
2026-02-17 13F Ancora Advisors, LLC 10.061 -8,97 1.224 -9,61
2026-01-23 13F Forefront Wealth Management Inc. 8.013 9,71 974 8,95
2026-04-22 13F Coastal Investment Advisors, Inc. 2.101 16,59 285 30,14
2026-02-06 13F HighTower Advisors, LLC 123.773 0,39 15.052 -0,30
2026-04-27 13F GDS Wealth Management 2.674 -1,87 363 9,37
2026-01-20 13F Jackson Wealth Management, LLC 29.417 5,27 3.577 4,53
2026-01-30 13F Catalytic Wealth RIA, LLC 3.911 0,00 476 -0,63
2026-02-12 13F Gallagher Capital Advisors, LLC 0 -100,00 0
2026-04-24 13F Root Financial Partners, LLC 105 0,00 14 16,67
2026-04-14 13F American State Bank (Iowa) 21.418 -2,25 2.907 9,08
2026-02-13 13F Umb Bank N A/mo 605 0,00 74 -1,35
2026-04-20 13F KFA Private Wealth Group, LLC 6.920 -3,16 939 8,06
2026-02-17 13F Quantinno Capital Management LP 11.033 164,33 1.342 162,43
2025-11-06 13F Gunma Bank,Ltd. 65.000 0,00 8 0,00
2026-04-08 13F Sax Wealth Advisors, Llc 3.866 0,00 470 0,00
2026-02-04 13F LRI Investments, LLC 720 0,00 88 -1,14
2026-04-16 13F Brookstone Capital Management 3.436 24,04 466 38,69
2026-04-21 13F Cfm Wealth Partners Llc 4.709 59,79 639 78,49
2026-02-12 13F Mark Sheptoff Financial Planning, Llc 165 0,00 20 0,00
2026-02-13 13F Clarity Asset Management, Inc. 130 0,00 16 0,00
2026-02-10 13F CIBC World Markets Inc. 44.706 0,32 5.437 -0,37
2026-04-08 13F Grove Bank & Trust 120 0,00 16 14,29
2026-02-11 13F Wellspring Financial Advisors, LLC 12.117 1.474
2026-04-22 13F Advocate Investing Services LLC 15 0,00 2 100,00
2026-02-10 13F IAG Wealth Partners, LLC 0 -100,00 0
2026-04-24 13F KPP Advisory Services LLC 1.609 218
2025-11-13 13F Glenmede Investment Management, LP 89.055 3,88 10.905 8,55
2026-04-21 13F Verity Asset Management, Inc. 14.405 -25,54 1.955 -16,88
2026-02-10 13F Bnp Paribas Arbitrage, Sa 600.634 199,70 73.043 197,65
2025-11-05 13F Concord Asset Management, LLC/VA 0 -100,00 0
2026-01-30 13F Wealthstar Advisors, Llc 0 -100,00 0
2026-02-09 13F King Luther Capital Management Corp 2.016 0,35
2026-02-12 13F Fiduciary Group LLC 17.738 0,21 2.157 -0,46
2026-02-03 13F International Assets Investment Management, Llc 1.840 3,84 224 6,70
2026-02-06 13F Global Retirement Partners, LLC 67.061 12,33 8.155 11,56
2026-02-12 13F Providence Capital Advisors, LLC 84 -20,00 10 -16,67
2026-04-17 13F CENTRAL TRUST Co 133 0,00 18 12,50
2026-02-13 13F Abound Financial, Llc 2.011 245
2026-02-12 13F Scotia Capital Inc. 21.013 -1,59 2.555 -2,26
2026-02-05 13F Plante Moran Financial Advisors, LLC 150 0,00 18 0,00
2026-02-12 13F Custom Index Systems, Llc 3.015 -61,64 367 -61,95
2026-01-29 13F Global Strategic Investment Solutions, LLC 95.299 0,64 11.589 -0,05
2026-02-04 13F Wsfs Capital Management, Llc 1.678 204
2026-04-15 13F Hengehold Capital Management Llc 3.831 0,18 520 11,85
2026-03-02 13F Cfo Capital Management Llc 9.948 1.210
2026-04-09 13F CRA Financial Services, LLC 24.130 -3,63 3.275 7,56
2026-01-22 13F Bear Mountain Capital, Inc. 155 1,31 20 5,56
2026-04-27 13F Soltis Investment Advisors LLC 7.214 -3,35 979 7,94
2026-01-16 13F Beaumont Financial Advisors, LLC 75.298 -4,47 9.157 -5,13
2026-02-10 13F Goldman Sachs Group Inc 101.258 -42,28 12.314 -42,68
2026-04-28 13F GM Advisory Group, Inc. 1.736 236
2026-04-22 13F Formidable Asset Management, LLC 17.827 -4,93 2.168 -5,62
2026-01-30 13F Jackson Hole Capital Partners, LLC 2.028 0,00 247 -0,81
2026-04-08 13F Woodstock Corp 16.180 0,00 2.196 11,59
2026-04-10 13F Financial Partners Group, Inc 2.237 304
2026-02-17 13F Miller Capital Partners, Inc. 40 5
2026-02-13 13F Orleans Capital Management Corp/la 6.981 849
2026-02-10 13F Thoroughbred Financial Services, Llc 2.148 0,61 0
2026-04-22 13F Harbor Asset Planning, Inc. 446 0,68 61 13,21
2026-04-24 13F Syntax Research, Inc. 415 0,00 56 12,00
2025-11-10 13F Lion Street Advisors, LLC 0 -100,00 0 -100,00
2026-04-16 13F Capital Investment Advisors, LLC 4.379 18,35 594 32,29
2026-02-12 13F Jane Street Group, Llc 0 -100,00 0 -100,00
2026-02-17 13F Hanover Advisors Inc 3.199 0,00 389 -0,51
2026-04-10 13F Perigon Wealth Management, LLC 2.118 -11,19 287 -1,03
2026-02-12 13F Financial Network Wealth Management LLC 4.322 0,00 1
2026-04-23 13F Kerntke Otto McGlone Wealth Management Group 21.615 -19,75 2.934 -10,44
2026-02-13 13F Evelyn Partners Asset Management Ltd 3.304 0,00 402 -0,74
2026-02-10 13F Houlihan Financial Resource Group, Ltd. 37.692 113,64 4.761 120,37
2026-04-20 13F Hixon Zuercher, LLC 0 -100,00 0
2026-01-23 13F Cove Private Wealth, LLC 6.990 102,55 850 101,42
2026-02-13 13F Change Path, LLC 1.906 -19,65 232 -20,34
2026-04-03 13F Hickory Point Bank & Trust 90 12
2026-04-09 13F Keystone Financial Planning, Inc. 20.530 -27,98 2.786 -19,62
2026-02-13 13F Brown Advisory Inc 8.861 -1,18 1.078 -1,91
2026-01-28 13F Financial Perspectives, Inc 74.187 1,47 9.022 0,77
2026-04-15 13F Seacrest Wealth Management, Llc 2.508 340
2026-02-13 13F Morgan Stanley 3.380.192 1,78 411.065 1,09
2026-01-23 13F Tyche Wealth Partners LLC 2.312 2,62 281 2,18
2026-02-17 13F United Capital Financial Advisers, Llc 14.540 0,97 1.768 0,28
2026-04-22 13F Phoenix Wealth Advisors 3.311 -3,30 449 7,93
2026-01-29 13F Concurrent Investment Advisors, LLC 7.161 8,19 871 7,41
2026-04-27 13F Tsfg, Llc 3.235 1,25 0
2026-02-13 13F Oxford Financial Group Ltd 835 0,00 102 -0,98
2026-04-06 13F Washington Trust Advisors, Inc. 3.182 0,00 432 11,66
2026-04-13 13F Amplius Wealth Advisors, LLC 6.674 0,00 906 11,59
2026-04-14 13F Patriot Investment Management Inc. 13.259 0,00 1.800 11,60
2026-04-17 13F Fifth Third Wealth Advisors LLC 6.882 55,10 934 73,28
2025-11-14 13F Guardian Wealth Advisors, Llc / Nc 0 -100,00 0
2026-02-04 13F Raelipskie Partnership 16.145 2,54 1.963 1,87
2026-02-11 13F Janney Capital Management LLC 43.035 -1,28 5 0,00
2026-04-27 13F Mount Yale Investment Advisors, LLC 7.340 996
2026-02-13 13F Glen Eagle Advisors, LLC 2.474 0,00 301 -0,66
2026-04-15 13F Register Financial Advisors LLC 2.031 11,29 276 24,43
2026-04-22 13F Apollon Wealth Management, LLC 1.845 -2,95 250 8,23
2026-04-20 13F Godsey & Gibb Associates 33.726 3,18 4.577 15,14
2026-01-16 13F Birchcreek Wealth Management, LLC 4.465 24,34 543 23,69
2026-04-09 13F TrueWealth Advisors, LLC 3.372 0,00 458 11,46
2026-02-09 13F Integrity Advisory Solutions, LLC 2.746 14,37 334 13,27
2026-02-17 13F IHT Wealth Management, LLC 31.694 -0,48 3.854 -1,15
2026-01-28 13F M&t Bank Corp Call 53 0
2026-01-21 13F Base Wealth Management LLC 68.775 9,17 8.364 8,41
2026-04-15 13F DAVENPORT & Co LLC 244.482 9,38 33.181 22,07
2025-11-05 13F Koesten, Hirschmann & Crabtree, INC. 0 -100,00 0
2026-04-09 13F Noble Family Wealth, LLC 8.245 0,00 1.119 11,68
2026-02-17 13F Strive Financial Group ,LLC 21 3
2026-04-17 13F Sovereign Financial Group, Inc. 4.711 -10,83 639 -0,47
2025-11-12 13F CIBC Bancorp USA Inc. 5.211 638
2026-02-12 13F Jane Street Group, Llc Call 124.000 49,04 15.080 48,02
2026-02-09 13F Fedenia Advisers LLC 2.613 -2,43 318 -3,06
2025-11-10 13F Choate Investment Advisors 0 -100,00 0 -100,00
2026-04-21 13F Old National Bancorp /in/ 55.730 2,03 7.564 13,87
2026-02-02 13F Summit Wealth & Retirement Planning, Inc. 4.108 1,68 500 1,01
2026-04-17 13F Integrated Capital Management, LLC 1.530 208
2026-02-03 13F Diversify Wealth Management, Llc 13.531 1.693
2026-02-06 13F Pathway Financial Advisers, LLC 0 -100,00 0
2026-04-21 13F Wedbush Securities Inc 6.991 -3,53 1
2026-04-23 13F Accurate Wealth Management, LLC 47.030 6.301
2026-04-16 13F Park National Corp /oh/ 435 59
2026-02-10 13F Allen Investment Management LLC 29.195 0,00 3.550 -0,67
2026-04-21 13F J2 Capital Management Inc 32.716 -29,66 4.440 -21,50
2026-01-26 13F Private Trust Co Na 6.147 -8,42 748 -9,01
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0
2026-04-14 13F FC Advisory LLC 21.312 -1,70 2.892 9,71
2026-02-17 13F Rakuten Investment Management, Inc. 16.628 0,00 2.026 0,00
2026-02-12 13F Richwood Investment Advisors, LLC 3.708 -6,20 508 4,96
2026-02-18 13F GWM Advisors LLC 33.847 5,67 4.116 4,95
2026-02-13 13F Icon Wealth Advisors, LLC 14.481 1.761
2026-02-10 13F Madison Wealth Partners, Inc 3.400 -11,16 414 -11,75
2026-02-17 13F Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 99.239 29,72 12.068 28,84
2026-02-13 13F Hurley Capital, LLC 5 0,00 1
2026-04-20 13F Pathfinder Wealth Consulting, Inc. 16.315 -0,45 2.214 11,14
2026-01-16 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2.246 -9,65 273 -10,20
2026-04-22 13F Spire Wealth Management 5.299 -0,73 719 10,79
2026-02-06 13F Cullen/frost Bankers, Inc. 269 0,75 33 0,00
2026-04-27 13F Albion Financial Group /ut 7.317 1,53 993 13,36
2026-02-06 13F EverSource Wealth Advisors, LLC 945 189,88 115 192,31
2026-02-11 13F Manchester Capital Management LLC 1.166 142
2026-04-07 13F Alpha Omega Wealth Management LLC 3.280 0,00 445 11,81
2026-04-28 13F Stratos Wealth Partners, LTD. 17.816 -13,27 2.418 -3,20
2026-04-28 13F Indiana Trust & Investment Management CO 1.841 0,00 250 11,66
2026-04-23 13F Global Trust Asset Management, LLC 159 0,00 22 10,53
2026-04-21 13F Claro Advisors LLC 8.839 1,07 1.200 12,79
2026-01-30 13F Citizens National Bank Trust Department 3.025 0,00 368 -0,81
2026-02-11 13F Liberty Square Wealth Partners Llc 16.778 -5,07 2.040 -5,73
2026-02-17 13F Gallagher Fiduciary Advisors, LLC 43.534 6,88 5.294 6,16
2026-04-16 13F Capital Advisors, Ltd. LLC 42.070 8,85 6 25,00
2026-02-04 13F Community Bank, N.A. 210 0,00 26 0,00
2026-04-16 13F Roble, Belko & Company, Inc 60 0,00 0
2026-02-03 13F Crossmark Global Holdings, Inc. 0 -100,00 0
2026-02-10 13F Operose Advisors LLC 10.185 5,83 1.239 5,09
2026-01-29 13F Live Oak Investment Partners 0 -100,00 0
2026-04-10 13F Harbor Group, Inc. 2.029 0,00 275 11,79
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 23.551 -0,73 3.196 10,78
2026-04-28 13F Golden State Wealth Management, LLC 1.062 5,57 144 18,03
2026-01-23 13F Diversify Advisory Services, LLC 20.986 1,60 2.668 9,30
2026-02-10 13F Calton & Associates, Inc. 1.760 -4,14 214 -4,46
2026-02-12 13F Summit Financial, LLC 2.424 2,11 295 1,38
2026-02-09 13F Smithfield Trust Co 75.721 12,96 9 12,50
2026-04-23 13F Simmons Bank 176.184 -10,11 23.911 0,32
2026-02-12 13F Index Technologies Group LLC 2.482 302
2026-02-13 13F Silicon Valley Capital Partners 31 0,00 4 0,00
2026-02-17 13F Tower Research Capital LLC (TRC) 13 -99,91 2 -99,94
2026-04-13 13F True Wealth Design, LLC 482 0,00 65 12,07
2026-04-08 13F Pines Wealth Management, LLC 1.799 -4,10 244 7,02
2026-01-28 13F EPG Wealth Management LLC 0 -100,00 0
2026-02-05 13F Cambridge Investment Research Advisors, Inc. 173.203 -2,12 21 0,00
2026-02-06 13F Frisch Financial Group, Inc. 21.621 2,80 2.629 2,10
2026-02-17 13F RMB Capital Management, LLC 8.818 0,17 1.072 -0,46
2026-04-14 13F Prospera Financial Services Inc 9.129 -9,60 1.241 0,90
2026-02-17 13F Captrust Financial Advisors 96.558 6,56 11.742 5,83
2026-04-24 13F Key FInancial Inc 573 0,00 78 11,59
2026-02-10 13F Verus Capital Partners, Llc 4.624 0,00 562 -0,71
2026-02-11 13F Shared Vision Wealth Group LLC 1.722 0,06 223 5,71
2026-02-27 13F Compass Financial Services Inc 3.331 17,16 405 16,38
2026-04-24 13F Bellevue Asset Management, Llc 250 0,00 34 10,00
2026-02-17 13F Wiley Bros.-aintree Capital, Llc 46.460 10,52 5.650 9,80
2026-02-17 13F Jones Financial Companies Lllp 871.480 17,51 105.981 16,88
2026-01-23 13F HBW Advisory Services LLC 2.720 1,00 331 0,30
2025-11-13 13F Summit X, LLC 0 -100,00 0
2025-11-03 13F Stonegate Investment Group, LLC 1.980 0,00 242 4,76
2026-02-13 13F Aft, Forsyth & Company, Inc. 13.989 -2,69 1.701 -3,35
2026-04-15 13F Cypress Wealth Services, LLC 3.226 0,06 438 11,48
2026-04-23 13F OakTrust Wealth Advisors, LLC 3.278 0,00 445 11,56
2026-04-20 13F Chatham Capital Group, Inc. 39.698 1,28 5.388 13,03
2026-04-17 13F Wealthbridge Capital Management, Llc 7.081 174,03 961 205,73
2026-04-22 13F Straight Path Wealth Management 9.170 0,64 1.245 12,27
2025-11-12 13F Transce3nd, LLC 0 -100,00 0 -100,00
2026-04-13 13F Breachway Investments LLC 5.746 4,68 770 15,29
2026-02-13 13F Mariner, LLC 439.559 -3,59 53.455 -4,24
2026-02-03 13F Indivisible Partners 18.458 2.245
2026-01-07 13F Sagespring Wealth Partners, Llc 19.313 0,09 2.349 -0,59
2026-02-12 13F Cowa, Llc 55.994 0,52 6.809 -0,16
2026-02-17 13F VestGen Advisors, LLC 0 -100,00 0
2026-03-17 13F Cornerstone Planning, LLC 37.398 505,73 4.567 558,87
2026-04-21 13F Everpar Advisors Llc 4.745 -6,54 644 4,21
2026-04-15 13F LongView Wealth Management 7.790 12,39 1.043 21,30
2026-04-22 13F Cornerstone Wealth Group, LLC 2.404 -0,62 319 8,16
2026-04-23 13F Impact Partnership Wealth, LLC 1.816 -15,96 246 -6,11
2026-02-13 13F Flow Traders U.s. Llc 0 -100,00 0
2026-04-22 13F Sykon Capital Llc 104.488 3.769,93 14.181 4.223,48
2026-02-06 13F Midwestern Financial, LLC /IA 1.871 -37,32 227 -37,81
2026-02-19 13F Atomi Financial Group, Inc. 4.308 4,21 524 3,36
2026-04-15 13F Signature Estate & Investment Advisors Llc 8.551 -3,47 1.161 7,71
2026-04-16 13F Genesis Private Wealth, Llc 7.910 -0,68 1.074 10,85
2026-02-19 13F Birchwood Financial Partners, Inc. 63 8
2026-02-12 13F Circle Wealth Management, LLC 3.144 382
2026-01-29 13F Concord Wealth Partners 15.581 1,93 1.895 1,23
2026-02-03 13F Black Diamond Financial, LLC 5.865 0,00 713 -0,70
2026-04-14 13F SNS Financial Group, LLC 3.738 -3,49 507 7,87
2026-04-23 13F Atlas Private Wealth Advisors 20.282 6,07 2.753 18,37
2026-02-09 13F Eukles Asset Management 113 0,00 14 0,00
2026-04-27 13F Latitude Advisors, LLC 0 -100,00 0
2026-02-04 13F Midwest Trust Co 6.057 0,00 737 -0,67
2026-02-12 13F Helium Advisors LLC 5.071 -5,09 617 -5,81
2026-02-03 13F Sageworth Trust Co 3.321 0,00 404 -0,74
2026-03-31 13F Sankala Group LLC 91 0,00 12 0,00
2025-12-09 13F/A Tudor Investment Corp Et Al 7.238 886
2026-04-23 13F J.w. Cole Advisors, Inc. 29.228 0,10 3.967 29,57
2026-04-17 13F High Net Worth Advisory Group LLC 22.558 -1,35 3.062 10,11
2026-02-11 13F Clifford Swan Investment Counsel Llc 10.523 0,00 1.280 -0,70
2026-02-13 13F Ieq Capital, Llc 9.300 40,53 1.131 39,63
2026-04-15 13F Bernardo Wealth Planning LLC 19.428 -2,08 2.637 9,29
2026-04-24 13F UMA Financial Services, Inc. 64 0,00 9 14,29
2025-11-06 13F Costello Asset Management, INC 0 -100,00 0
2026-04-09 13F Tompkins Financial Corp 450 0,00 61 12,96
2026-04-21 13F Maltin Wealth Management, Inc. 63.898 11,02 8.672 23,90
2026-02-13 13F ICONIQ Capital, LLC 11.565 0,00 1.406 -0,71
2026-02-17 13F Brooks, Moore & Associates, Inc. 4.194 0,00 510 -0,58
2026-02-13 13F Snowwater Investment Partners, Llc 3.350 407
2026-02-04 13F Summit Wealth Group Llc / Co 0 -100,00 0 -100,00
2026-02-06 13F Baron Silver Stevens Financial Advisors, Llc 27.331 0,00 3.324 -0,69
2026-04-22 13F Aureum Wealth Management, LLC 36.844 4,45 5.000 16,58
2026-02-02 13F Montag A & Associates Inc 501 0,00 61 -1,64
2026-02-03 13F We Are One Seven, LLC 3.637 -1,41 442 -2,00
2026-02-17 13F Mercer Global Advisors Inc /adv 65.342 -3,35 7.946 -4,01
2026-02-13 13F Destination Wealth Management 4.878 0,00 593 -0,67
2026-02-12 13F Betterment LLC 2.495 0
2026-04-21 13F Urban Wealth Management, LLC 3.079 0,00 418 11,50
2026-04-27 13F Truist Financial Corp 576.725 -2,58 78.273 8,72
2026-02-13 13F Aptus Capital Advisors, LLC 1.478 0,00 180 -0,56
2026-04-07 13F Abacus Planning Group, Inc. 1.661 0,00 225 11,94
2026-04-27 13F Beacon Financial Advisory LLC 4.186 148,72 568 178,43
2026-02-02 13F Blake Schutter Theil Wealth Advisors, LLC 33.998 -0,02 4.134 -0,70
2026-02-06 13F Evoke Wealth, Llc 6.430 0,00 782 -0,76
2026-04-15 13F Zullo Investment Group, Inc. 3.750 0,00 509 11,40
2026-04-08 13F High Point Wealth Management, LLC 25.773 2,94 3.498 14,88
2026-02-10 13F Investment Partners, Ltd. 4.900 -25,91 596 -26,45
2026-02-12 13F Wealthspire Advisors, LLC 98.412 1,15 11.968 0,45
2026-01-29 13F Rakuten Securities, Inc. 113 -11,72 14 -13,33
2026-02-11 13F Gateway Wealth Partners, LLC 3.092 -15,19 376 -15,92
2026-03-12 13F Nalls Sherbakoff Group, Llc 1.150 0,00 140 18,80
2026-04-14 13F Focus Financial Network, Inc. 4.962 -7,56 673 3,22
2026-01-15 13F Gleason Group, Inc. 96 12
2026-02-12 13F Colonial Trust Co / SC 1.668 12,78 203 11,60
2026-04-28 13F Kathmere Capital Management, LLC 6.926 940
2026-02-12 13F Renaissance Technologies Llc 12.900 -64,27 1.569 -64,52
2026-04-08 13F Pps&v Asset Management Consultants, Inc. 5.802 9,08 788 21,83
2026-04-14 13F Covenant Asset Management, LLC 1.823 0,00 247 11,76
2026-02-17 13F Advisory Services Network, LLC 182.353 4,13 22.176 3,41
2026-02-09 13F Cary Street Partner Investment Advisory Llc 178 22
2026-02-17 13F Gladstone Institutional Advisory LLC 18.399 -2,78 2.238 -3,45
2026-02-18 13F Vermillion & White Wealth Management Group, LLC 780 47,17 95 46,88
2026-02-04 13F Ameritas Advisory Services, LLC 0 -100,00 0
Other Listings
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista