IEI - iShares Trust - iShares 3-7 Year Treasury Bond ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (NasdaqGM)

iShares Trust - iShares 3-7 Year Treasury Bond ETF
US ˙ NasdaqGM ˙ US4642886612

Grundlæggende statistik
Institutionelle ejere 844 total, 840 long only, 0 short only, 4 long/short - change of 1,68% MRQ
Gennemsnitlig porteføljeallokering 0.6375 % - change of -11,22% MRQ
Institutionelle aktier (lange) 122.606.727 (ex 13D/G) - change of 1,45MM shares 1,20% MRQ
Institutionel værdi (lang) $ 14.197.611 USD ($1000)
Institutionelt ejerskab og aktionærer

iShares Trust - iShares 3-7 Year Treasury Bond ETF (US:IEI) har 844 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 122,606,727 aktier. Største aktionærer omfatter Jpmorgan Chase & Co, Bank Of America Corp /de/, Captrust Financial Advisors, Invesco Ltd., Financial Engines Advisors L.L.C., Envestnet Asset Management Inc, Assetmark, Inc, Morgan Stanley, Ameriprise Financial Inc, and Bank Julius Baer & Co. Ltd, Zurich .

iShares Trust - iShares 3-7 Year Treasury Bond ETF (NasdaqGM:IEI) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.

The share price as of April 27, 2026 is 118,57 / share. Previously, on April 28, 2025, the share price was 118,85 / share. This represents a decline of 0,24% over that period.

IEI / iShares Trust - iShares 3-7 Year Treasury Bond 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 3-7 Year Treasury Bond 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.

IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF Historical Put/Call Ratio
13D/G-arkivering

Vi præsenterer 13D/G ansøgninger separat fra 13F ansøgninger på grund af den forskellige behandling af SEC. 13D/G-ansøgninger kan indgives af grupper af investorer (med én ledende), hvorimod 13F-ansøgninger ikke kan. Dette resulterer i situationer, hvor en investor kan indsende en 13D/G, der rapporterer én værdi for de samlede aktier (der repræsenterer alle de aktier, der ejes af investorgruppen), men derefter indsender en 13F, der rapporterer en anden værdi for de samlede aktier (der udelukkende repræsenterer deres egne) ejendomsret). Det betyder, at aktieejerskab af 13D/G-arkiver og 13F-arkiveringer ofte ikke er direkte sammenlignelige, så vi præsenterer dem separat.

Bemærk: Fra den 16. maj 2021 viser vi ikke længere ejere, der ikke har indsendt en 13D/G inden for det seneste år. Tidligere viste vi den fulde historie af 13D/G-arkiver. Generelt skal enheder, der er forpligtet til at indgive 13D/G-ansøgninger, indgive mindst årligt, før de indsender en afsluttende ansøgning. Dog forlader fonde nogle gange positioner uden at indsende en afsluttende ansøgning (dvs. de afvikler), så visning af den fulde historie resulterede nogle gange i forvirring om det nuværende ejerskab. For at undgå forvirring viser vi nu kun 'aktuelle' ejere - det vil sige - ejere, der har anmeldt inden for det seneste år.

Upgrade to unlock premium data.

Fil dato Form Investor Forrige
Aktier
Seneste
Aktier
Δ Aktier
(Procent)
Ejendomsret
(Procent)
Δ Ejerskab
(Procent)
2025-05-09 13G/A Invesco Ltd. 6,397,900 6,397,900 0.00 4.80 -5.88
13F og NPORT arkivering

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

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

Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2026-02-06 13F Midwest Professional Planners, LTD. 63.821 4,78 7.617 4,63
2026-01-12 13F Heartwood Wealth Advisors LLC 0 -100,00 0
2025-11-04 13F Gibbs Wealth Management 0 -100,00 0 -100,00
2026-04-09 13F Pacifica Partners Inc. 200 0,00 24 0,00
2026-02-04 13F Money Concepts Capital Corp 15.439 4,86 1.843 4,72
2026-02-13 13F Delos Wealth Advisors, LLC 283 0,00 34 0,00
2026-04-20 13F Obermeyer Wood Investment Counsel, Lllp 4.441 2,90 527 2,14
2026-02-12 13F Ruggiero Investments, Inc. 2.511 300
2026-01-29 13F UBS Group AG 2.271.764 8,17 271.135 8,02
2026-04-08 13F Miracle Mile Advisors, LLC 10.898 105,08 1.293 103,79
2026-02-11 13F Deutsche Bank Ag\ 4.295 0,00 513 -0,19
2026-04-27 13F Strathmore Capital Advisors, Inc. 8.303 -0,30 985 -0,81
2026-04-24 13F Cannon Advisors, Inc. 9.623 -1,58 1.141 -2,31
2026-04-09 13F Acropolis Investment Management, LLC 32.433 0,53 3.847 -0,10
2026-04-17 13F Hanson & Doremus Investment Management 365 0,00 0
2026-02-13 13F AlTi Global, Inc. 13.409 -0,37 1.600 -0,50
2026-02-13 13F Karpus Management, Inc. 197 24
2026-02-09 13F Kestra Investment Management, LLC 4.665 -0,36 557 -0,54
2026-01-14 13F Mechanics Bank Trust Department 0 -100,00 0
2026-01-27 13F TD Waterhouse Canada Inc. 10.036 7,39 1.197 7,26
2026-02-10 13F/A Northwestern Mutual Wealth Management Co 708.226 -4,17 84.527 -4,29
2026-04-03 13F Investors Research Corp 1.566 -12,42 186 -13,15
2025-11-07 13F Synovus Financial Corp 28.082 32,83 3.356 33,33
2026-01-12 13F Daymark Wealth Partners, Llc 11.876 -2,75 1.417 -2,88
2026-01-23 13F Dara Capital Us, Inc. 3.785 452
2026-02-17 13F Prosperity Bancshares Inc 35 4
2026-02-13 13F Headlands Technologies LLC 27.901 59,85 3.330 59,66
2026-04-20 13F Banque Cantonale Vaudoise 1.880 86,51 223 85,83
2026-02-09 13F Coldstream Capital Management Inc 164.672 40,88 19.654 40,69
2026-01-22 13F Argus Investors' Counsel, Inc. 6.106 12,57 729 12,35
2025-11-12 13F Armis Advisers, LLC 0 -100,00 0
2026-01-29 13F Spurstone Advisory Services, LLC 8 0,00 1
2026-04-23 13F Signature Securities Group Corporation 1.955 0,41 232 -0,43
2026-02-06 13F Pnc Financial Services Group, Inc. 644.190 13,28 76.884 13,13
2026-02-10 13F WCG Wealth Advisors LLC 360.984 204,16 43.084 203,77
2026-04-08 13F AAFMAA Wealth Management & Trust LLC 0 -100,00 0
2026-02-09 13F Carl P. Sherr & Co., LLC 3.579 77,62 427 77,92
2026-04-21 13F Vise Technologies, Inc. 3.020 0,00 360 0,00
2026-04-20 13F Friedenthal Financial 180 1,12 21 0,00
2026-02-26 13F Ssa Swiss Advisors Ag 2.154 0,00 257 0,00
2026-02-06 13F Envestnet Portfolio Solutions, Inc. 27.516 9,55 3.284 9,43
2026-02-13 13F Sofos Investments, Inc. 7 -41,67 1 -100,00
2026-04-22 13F WestEnd Advisors, LLC 1.205.864 2,80 143.016 2,15
2026-01-29 13F Quest 10 Wealth Builders, Inc. 29 -9,38 3 0,00
2026-04-06 13F InTrack Investment Management Inc 50.467 15,98 5.985 15,25
2026-04-01 13F Bangor Savings Bank 5.866 -24,17 696 -24,70
2026-01-28 13F Mowery & Schoenfeld Wealth Management, LLC 43 5
2026-02-20 13F Kovitz Investment Group Partners, LLC 253.161 -45,64 30.215 -45,71
2026-01-29 13F LFA - Lugano Financial Advisors SA 835 0,00 100 0,00
2026-02-11 13F Prestige Wealth Management Group LLC 1.000 0,00 119 0,00
2026-02-11 13F Napier Financial, LLC 170.227 20.317
2026-02-10 13F IFG Advisory, LLC 2.821 337
2026-02-13 13F Ubs Asset Management Americas Inc 481 57
2026-01-27 13F Regions Financial Corp 18.665 25,33 2.228 25,18
2026-02-06 13F Cascade Financial Partners, LLC 66.782 77,56 7.970 77,31
2025-11-12 13F BTS Asset Management, Inc. 0 -100,00 0
2026-02-17 13F Gotham Asset Management, LLC 15.108 1.803
2026-04-13 13F JCIC Asset Management Inc. 1.715 0,00 203 -0,49
2026-01-26 13F Key Capital Management, INC 237 28
2025-10-29 13F Interactive Financial Advisors 0 -100,00 0
2026-01-30 13F Kiker Wealth Management, LLC 0 -100,00 0
2026-01-28 13F West Michigan Advisors, Llc 3.532 31,69 422 31,56
2026-02-12 13F Gould Capital, LLC 106.113 -1,47 12.665 -1,61
2026-04-15 13F Founders Grove Wealth Partners, Llc 13.316 2,09 1.579 1,48
2026-02-17 13F one8zero8, LLC 28 3
2026-02-02 13F Benjamin Edwards Inc 328.470 17,51 39.203 17,36
2026-02-12 13F FineMark National Bank & Trust 1.727 206
2026-01-20 13F Savvy Advisors, Inc. 26.817 3.201
2026-04-17 13F/A Founders Financial Securities Llc 3.584 0,82 425 0,00
2026-04-20 13F Centennial Wealth Advisory LLC 27.478 3,24 3.259 2,61
2026-04-08 13F Dynamic Advisor Solutions LLC 44.439 3,63 5.271 2,99
2026-02-17 13F Coppell Advisory Solutions LLC 2.484 -42,07 297 -42,19
2026-01-26 13F Sather Financial Group Inc 2.188 -7,37 261 -7,45
2026-02-13 13F Mosaic Financial Group, Llc 2.767 0,65 0
2026-01-27 13F WealthCollab, LLC 163 19
2026-04-27 13F Canal Capital Management, LLC 145.178 4,79 17.218 4,14
2026-04-23 13F Foundry Financial Group, Inc. 71.338 9,34 8.461 8,64
2026-02-17 13F EFG International AG 25.881 3.089
2026-02-10 13F REAP Financial Group, LLC 104 0,97 12 0,00
2026-01-21 13F Westfuller Advisors, LLC 2.310 1,23 276 1,10
2026-03-04 13F Rehmann Capital Advisory Group 48.292 3,81 5.764 3,67
2026-04-15 13F Bright Futures Wealth Management, LLC. 1.923 -91,96 228 -92,01
2025-11-14 13F/A Atlas Merchant Capital LLC 0 -100,00 0 -100,00
2026-04-23 13F SevenBridge Financial Group, LLC 15.102 -1,35 1.792 -1,81
2026-01-23 13F Guidance Capital, Inc 2.013 240
2026-02-09 13F Fisher Asset Management, LLC 13.658 95,20 1.630 94,98
2026-02-17 13F Modern Wealth Management, LLC 4.163 -44,15 497 -44,27
2026-02-11 13F Prudential Plc 45.600 -20,16 5.442 -20,26
2026-02-10 13F Anchor Capital Advisors Llc 193.283 -1,69 23.068 -1,82
2026-02-17 13F Warren Averett Asset Management, LLC 466.164 1,47 55.637 1,33
2026-04-24 13F Pw Advisors, Llc \ Fl 16.744 1.986
2026-02-13 13F Charles Schwab Investment Management Inc 284.011 -72,79 33.897 -72,83
2026-01-29 13F Comerica Bank 55.545 -1,07 6.629 -1,19
2026-02-03 13F Sequoia Financial Advisors, LLC 4.110 -15,31 491 -15,52
2026-01-26 13F Prosperity Financial Group, Inc. 5.714 114,57 682 114,15
2026-04-16 13F Evolve Private Wealth, Llc 0 -100,00 0
2026-02-03 13F Patten & Patten Inc/tn 61.195 7.304
2026-02-13 13F Wells Fargo & Company/mn Call 0 -100,00 0 -100,00
2026-02-05 13F Thrivent Financial For Lutherans 23.599 -16,44 3 -33,33
2026-02-06 13F Stronghold Wealth Management L.L.C. 13.021 1.554
2025-11-14 13F Wolverine Trading, Llc Call 13.600 1.625
2025-11-14 13F Wolverine Trading, Llc Put 1.900 227
2026-02-11 13F Flagship Wealth Advisors, Llc 0 -100,00 0
2025-11-12 13F CIBC Bancorp USA Inc. 1.745 209
2026-02-06 13F Principle Wealth Partners Llc 3.665 29,19 437 28,91
2026-02-12 13F Founders Financial Alliance, LLC 81 0,00 10 0,00
2026-02-12 13F Renaissance Technologies Llc 0 -100,00 0
2026-01-29 13F Resonant Capital Advisors, LLC 18.225 0,00 2.175 -0,14
2026-02-17 13F Prelude Capital Management, Llc 0 -100,00 0
2026-03-12 13F Farmers National Bank 1.682 201
2026-01-20 13F Ascent Group, LLC 90.986 -0,19 10.859 -0,32
2026-02-09 13F HBK Sorce Advisory LLC 0 -100,00 0
2026-02-04 13F Mascoma Wealth Management LLC 105 0,96 13 0,00
2026-04-16 13F Montecito Bank & Trust 8.866 1,29 1.052 0,67
2026-04-17 13F Krilogy Financial LLC 8.620 -9,58 1.022 -10,04
2026-04-20 13F Hilton Head Capital Partners, LLC 7 0,00 1
2025-11-03 13F Bensler, LLC 0 -100,00 0
2026-02-11 13F MCF Advisors LLC 704 0,00 84 0,00
2026-04-22 13F Traphagen Investment Advisors Llc 17.998 -10,31 2.135 -10,86
2026-02-13 13F Kestra Advisory Services, LLC 0 -100,00 0
2026-02-12 13F Adviser Investments LLC 135.365 -1,80 16.156 -1,94
2026-02-24 13F Nolet Wealth Management, LLC 11.862 1.416
2026-02-05 13F Paulson Wealth Management Inc. 96.575 7,92 11.526 7,78
2026-02-12 13F Keel Point, LLC 84.560 7,70 10.092 7,56
2026-01-30 13F AMG National Trust Bank 48.614 2,19 5.802 2,06
2026-02-13 13F Entrewealth, Llc 26.633 16,78 3.178 16,59
2026-02-06 13F Great Diamond Partners, LLC 50.482 1,35 6.025 1,23
2026-02-17 13F Snowden Capital Advisors LLC 6.109 -39,23 729 -39,30
2025-11-12 13F NewSquare Capital LLC 0 -100,00 0 -100,00
2026-02-09 13F Nicolet Bankshares Inc 2.186 261
2026-04-15 13F Redhawk Wealth Advisors, Inc. 4.274 -91,93 507 -92,00
2026-04-21 13F International Private Wealth Advisors LLC 42.308 -21,93 5.018 -22,42
2026-02-11 13F SOUTH STATE Corp 2.286 5,10 273 5,02
2026-02-13 13F Van Eck Associates Corp 28 7,69 0
2026-02-12 13F Kovack Advisors, Inc. 5.269 208
2026-01-13 13F Team Financial Group, LLC 127 0,00 15 0,00
2025-11-13 13F Wells Fargo & Company/mn Put 0 -100,00 0 -100,00
2026-02-17 13F Bank Of America Corp /de/ 6.614.724 -6,01 789.467 -6,14
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-03-05 13F Gunpowder Capital Management, LLC dba Oliver Wealth Management 15 2
2026-02-13 13F Colony Group, LLC 939.394 18,13 112.117 17,97
2026-01-12 13F VisionPoint Advisory Group, LLC 0 -100,00 0
2026-02-03 13F F/M Investments LLC 7.610 0,00 908 -0,11
2026-02-03 13F Emerald Investment Partners, Llc 360 0,00 43 -2,33
2026-04-24 13F James Investment Research Inc 61.160 -0,67 7.254 -1,31
2026-01-29 13F D.a. Davidson & Co. 75.696 85,38 9.034 85,16
2026-02-10 13F DiMeo Schneider & Associates, L.L.C. 2.626 0,00 313 0,00
2026-04-15 13F Paragon Capital Management Ltd 15.084 -6,82 1.789 -7,45
2026-01-14 13F Global View Capital Management LLC 0 -100,00 0
2026-04-15 13F Cranbrook Wealth Management, LLC 130 0,00 15 0,00
2026-04-23 13F Willis Johnson & Associates, Inc. 337.503 10,86 40.028 10,16
2026-01-29 13F Facet Wealth, Inc. 966.634 16,15 115.165 15,79
2026-02-13 13F Voya Financial Advisors, Inc. 13.252 17,84 1.585 17,94
2026-01-29 13F Dunhill Financial, LLC 51 -82,89
2026-01-08 13F American National Bank of Texas 0 -100,00 0
2026-01-12 13F Robinson Value Management, Ltd. 22.140 -0,71 2.642 -0,83
2026-02-02 13F Blalock Williams, Llc 3.137 7,73 374 7,47
2026-04-22 13F DDFG, Inc 371.059 3,86 44.008 3,21
2026-02-13 13F Blueprint Financial Advisors LLC 184.310 129,26 21.997 128,97
2026-02-12 13F StoneX Group Inc. 8.916 20,67 1.064 20,50
2026-04-13 13F Bank of New Hampshire 0 -100,00 0
2026-02-11 13F Cornerstone Advisors Asset Management, Inc 1.763 -11,76 210 -11,76
2026-04-13 13F Community Trust & Investment Co 76.132 58,14 9.029 57,16
2026-02-17 13F Cardiff Park Advisors, Llc 712 0,00 85 -1,18
2026-04-16 13F CogentBlue Wealth Advisors, LLC 4.391 -11,86 521 -12,46
2026-01-09 13F Westview Management dba Westview Investment Advisors 104.849 12.514
2026-04-06 13F Highline Wealth Partners Llc 501 0,00 59 0,00
2026-04-24 13F Oakworth Capital, Inc. 68 0,00 8 0,00
2026-04-16 13F Klaas Financial Asset Advisors, LLC 21.298 -91,59 2.526 -91,65
2026-01-23 13F Freestone Capital Holdings, LLC 20.741 22,53 2.475 22,40
2026-02-13 13F Tobias Financial Advisors, Inc. 2.037 0,00 243 0,00
2026-02-13 13F Markin Asset Management, LP 27.792 3.317
2026-02-17 13F Pacific Financial Group Inc 7.922 29,21 946 29,10
2026-04-08 13F Gladwyn Financial Advisors, Inc. 38.501 1,58 4.566 0,95
2026-02-10 13F Winthrop Capital Management, LLC 73 0,00 0
2026-04-21 13F Trilogy Capital Inc. 48.530 -3,88 5.756 -4,48
2026-01-27 13F Retirement Income Solutions, Inc 5.420 -12,52 647 -12,70
2026-04-27 13F Proathlete Wealth Management Llc 65.399 3,81 7.760 2,81
2026-04-10 13F Armstrong Advisory Group, Inc 1.084.487 9,72 128.620 9,03
2026-02-13 13F Cordoba Advisory Partners LLC 109.927 13.120
2026-04-10 13F Country Trust Bank 209 0,00 25 0,00
2026-02-17 13F Lazard Asset Management Llc 8.028 0,00 958 -0,10
2026-02-03 13F SFG Wealth Management, LLC. 0 -100,00 0
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-02-13 13F MAI Capital Management 68.889 -6,64 8.222 -6,77
2026-04-23 13F Capital Investment Counsel, LLC 6.683 -22,36 793 -22,88
2026-01-23 13F Transcend Wealth Collective, Llc 50.768 -24,59 6.059 -24,69
2026-02-17 13F Two Sigma Securities, Llc 3.458 413
2026-02-17 13F Integrated Advisors Network LLC 3.225 385
2026-04-20 13F Kestra Private Wealth Services, Llc 81.764 2,50 9.697 1,86
2026-02-13 13F Walleye Trading LLC Put 107.400 18,81 12.818 18,65
2026-02-13 13F Walleye Trading LLC 4.136 494
2026-02-09 13F Huntington National Bank 128.922 7,42
2026-02-06 13F Fortis Group Advisors, LLC 4.524 1,25 540 0,75
2026-04-21 13F Venturi Wealth Management, LLC 6.493 770
2026-04-22 13F TBH Global Asset Management, LLC 0 -100,00 0
2026-02-13 13F Level Four Advisory Services, Llc 8.257 4,89 986 4,79
2026-03-02 13F Cogent Strategic Wealth Llc 11.995 1.429
2026-01-23 13F Optima Capital Llc 609 -90,97 73 -91,07
2026-04-13 13F Successful Portfolios LLC 1.716 0,00 203 -0,49
2026-02-11 13F Cerity Partners LLC 1.954.658 5,86 233.288 5,72
2026-04-16 13F Capstone Wealth Management, LLC 2.468 -36,54 293 -37,07
2026-04-22 13F Cantor Fitzgerald Investment Adviser L.p. 719.834 60,98 85.372 59,97
2026-02-10 13F Beaumont Capital Management, LLC 0 -100,00 0
2026-04-17 13F Ambassador Advisors, LLC 4.365 1,75 518 0,98
2026-04-24 13F Patten Group, Inc. 7.072 7,30 839 6,62
2025-11-14 13F Susquehanna International Group, Llp 0 -100,00 0 -100,00
2026-04-15 13F Belleair Asset Management, LLC 16.295 -2,16 1.933 -2,77
2026-04-15 13F Silverlake Wealth Management Llc 2.612 12,01 310 11,15
2026-02-09 13F Premier Financial Group 0 -100,00 0
2026-02-11 13F O'shaughnessy Asset Management, Llc 284.873 11,25 34.000 11,10
2026-02-14 13F Criteria Caixa, S.a.u. 82.000 0,00 11.777 1,35
2026-02-11 13F Eldridge Investment Advisors, Inc. 0 -100,00 0
2026-02-20 13F Sunbelt Securities, Inc. 6 0,00 1
2026-01-28 13F United Asset Strategies, Inc. 2.389 1,01 285 1,06
2026-04-20 13F Ronald Blue Trust, Inc. 1.516 -5,31 180 -6,28
2026-01-28 13F Clarity Financial LLC 1.358.263 3,18 162.109 3,04
2026-01-23 13F Stonehaven Wealth & Tax Solutions, Llc 8.960 6,65 1.069 6,47
2026-04-14 13F Banque Pictet & Cie Sa 4.324 0,00 513 -0,78
2026-02-05 13F Tucker Asset Management Llc 27 0,00 3 0,00
2026-02-17 13F SummitTX Capital, L.P. 62.770 7.492
2026-02-13 13F Wells Fargo & Company/mn 2.095.506 2,74 250.099 2,60
2026-02-12 13F Eley Financial Management, Inc 102.510 0,09 12.235 -0,04
2026-02-13 13F Partners Capital Investment Group, Llp 12.797 1,21 1.527 1,06
2026-02-12 13F BRYN MAWR TRUST Co 3.497 13,87 417 13,62
2026-04-23 13F Woodward Diversified Capital, Llc 4.347 19,00 517 18,85
2026-02-13 13F Smartleaf Asset Management LLC 1.176 90,60 141 91,78
2026-02-09 13F Harbour Investments, Inc. 24.608 547,75 2.937 548,34
2026-02-18 13F Caitlin John, LLC 179 0,00 21 0,00
2026-01-22 13F Premier Path Wealth Partners, LLC 71.394 3,76 8.521 3,62
2026-04-06 13F Israel Discount Bank of New York 12.919 57,38 1.532 56,49
2026-02-10 13F SFI Advisors, LLC 2.756 0,00 329 -0,30
2026-02-17 13F Turim 21 Investimentos Ltda. 2.167 -76,48 259 -76,50
2026-04-08 13F Moulton Wealth Management, Inc 17.392 2.058
2026-04-08 13F Bond & Devick Financial Network, Inc. 109.940 -0,77 13.039 -1,39
2026-01-15 13F Royal Fund Management, LLC 14.644 147,36 1.747 147,10
2026-02-13 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 15.459 17,03 1.845 16,86
2026-02-02 13F Ashton Thomas Securities, Llc 0 -100,00 0
2026-01-30 13F Archer Investment Corp 34 0,00 4 0,00
2026-02-10 13F DT Investment Partners, LLC 190.155 9.108,47 22.695 9.125,61
2026-02-13 13F Barclays Plc 0 -100,00 0 -100,00
2026-01-28 13F EPG Wealth Management LLC 99 0,00 12 0,00
2026-02-13 13F Barclays Plc Put 0 -100,00 0 -100,00
2026-04-24 13F Goldstone Financial Group, LLC 3.333 -10,50 395 -11,04
2026-02-09 13F Atlantic Trust, LLC 701 0,00 84 0,00
2026-02-13 13F Transamerica Financial Advisors, Inc. 1.451 173
2026-04-17 13F Values First Advisors, Inc. 46.200 2,37 5.479 1,73
2026-02-11 13F Capital Analysts, Inc. 616 -51,61 0
2026-04-27 13F Capital Investment Services of America, Inc. 143.566 -2,55 17.027 -3,17
2026-04-23 13F Bigelow Investment Advisors, LLC 7.464 12,55 885 11,88
2026-02-17 13F Creative Planning 1.246.571 -9,57 148.778 -9,69
2026-02-04 13F Midwest Trust Co 4.906 -3,35 586 -3,47
2026-04-02 13F Ares Financial Consulting, LLC 414 0,00 49 -2,04
2026-02-13 13F Jacobi Capital Management LLC 18.938 26,93 2.260 26,75
2026-02-06 13F Lloyd Advisory Services, LLC. 2 0
2026-04-23 13F Oppenheimer Asset Management Inc. 18.028 0,21 2.138 -0,42
2026-02-04 13F Nwam Llc 11.821 1,09 1.409 0,14
2025-10-31 13F Bank of Jackson Hole Trust 0 -100,00 0
2026-04-20 13F Sowell Financial Services LLC 15.101 -0,96 1.791 -1,59
2026-04-07 13F Farther Finance Advisors, LLC 106.867 13,75 12.625 12,60
2026-04-20 13F Dopkins Wealth Management, Llc 1.943 0,00 230 -0,43
2026-02-13 13F Genesis Wealth Advisors, LLC 3.078 0,00 367 0,00
2026-04-07 13F Twele Capital Management, Inc. 16.776 0,22 1.990 -0,40
2026-04-20 13F Courier Capital Llc 125.352 -12,38 14.867 -12,93
2026-02-11 13F Allianz Asset Management GmbH 244.800 21,31 29.217 21,14
2026-02-13 13F Hudson Portfolio Management LLC 8.331 51,31 994 51,06
2026-02-09 13F Endowment Wealth Management, Inc. 19.737 1,58 2.356 1,42
2026-02-12 13F Umpqua Bank 136.010 3,42 16.233 2,90
2026-02-14 13F Rockefeller Capital Management L.P. 128.389 10,73 15.324 10,59
2026-04-16 13F True Vision MN LLC 4.623 0,00 548 -0,54
2026-03-04 13F SHP Wealth Management 491 59
2026-04-20 13F Longview Financial Advisors, Inc. 535 63
2026-02-06 13F Cullen/frost Bankers, Inc. 1.188 28,29 142 28,18
2026-02-13 13F Integrated Wealth Concepts LLC 64.879 47,53 7.743 47,35
2026-01-21 13F William Howard & Co Financial Advisors Inc 29.157 0,07 3.480 -0,09
2026-02-13 13F Potomac Fund Management Inc /adv 2.947 -0,44 352 -0,57
2026-02-02 13F Robertson Stephens Wealth Management, LLC 55.241 -0,88 6.593 -1,01
2026-02-11 13F Tiaa Trust, National Association 38.639 -1,19 4.612 -1,33
2026-04-13 13F Foster Group, Inc. 0 -100,00 0
2025-10-28 13F MAS Advisors LLC 29.925 -20,72 3.576 -20,44
2026-02-12 13F Commonwealth Equity Services, Llc 277.801 -6,77 33.156 94.628,57
2026-02-10 13F Dynasty Wealth Management, Llc 1.170.497 97,34 139.699 97,08
2026-02-18 13F Beacon Pointe Advisors, LLC 0 -100,00 0
2026-04-13 13F Mather Group, Llc. 5.248 130,28 622 129,52
2026-04-22 13F Janney Montgomery Scott LLC 1.844.787 -2,18 219 -3,11
2026-01-28 13F Geneos Wealth Management Inc. 28.223 1,92 3.368 1,78
2026-02-02 13F Avidian Wealth Solutions, LLC 7.364 0,15 879 0,00
2026-04-24 13F Private Advisor Group, LLC 94.909 28,30 11.256 27,50
2026-01-26 13F Mirae Asset Global Investments Co., Ltd. 60.753 -18,44 7.251 -18,55
2026-02-05 13F Mount Lucas Management LP 16.603 -27,67 1.982 -27,78
2026-02-12 13F Rossby Financial, LCC 2.836 5,11 338 4,97
2026-02-17 13F Fmr Llc 875.183 -7,73 104.453 -7,85
2026-02-13 13F Element Wealth, LLC 3.896 -3,68 465 -3,73
2026-01-15 13F Fortitude Family Office, LLC 0 -100,00 0
2026-04-16 13F CPR Investments Inc. 8.843 19,26 1.049 18,55
2026-02-10 13F CFS Investment Advisory Services, LLC 144.134 4,25 17.202 3,51
2026-01-28 13F Legacy Capital Group California, Inc. 2.128 19,28 254 18,78
2026-02-17 13F Jump Financial, LLC 6.959 831
2026-01-16 13F Crewe Advisors LLC 4.254 1,19 508 1,00
2026-02-05 13F Western Wealth Management, LLC 9.060 16,15 1.081 15,99
2026-04-15 13F Iams Wealth Management, Llc 7.202 -5,75 854 -6,36
2026-02-12 13F Ankerstar Wealth, LLC 252 30
2026-01-30 13F Simplicity Wealth,LLC 9.064 14,55 1.082 14,39
2026-02-11 13F CSM Advisors, LLC 189.900 0,00 23 0,00
2026-04-22 13F Bravera Wealth 472 56
2026-02-12 13F Logan Capital Management Inc 1.678 1,82 200 2,04
2026-02-19 13F Mcguire Capital Advisors Inc 8 1
2026-02-10 13F West Chester Capital Advisors, Inc 129.713 -28,62 15.481 -28,72
2026-01-28 13F Alesco Advisors Llc 2.277 0,00 272 -0,37
2026-04-15 13F Compagnie Lombard Odier SCmA 11.358 0,00 1.347 -0,59
2026-02-10 13F Savant Capital, LLC 5.730 8,03 684 7,90
2026-04-20 13F Dock Street Asset Management Inc 0 -100,00 0
2026-02-17 13F Main Street Financial Solutions, LLC 3.226 -1,32 385 -1,28
2025-11-05 13F Quaker Wealth Management, LLC 0 -100,00 0 -100,00
2026-01-30 13F New Harbor Financial Group, LLC 252.645 10,67 30.153 10,52
2026-03-04 13F Compass Financial Group, Inc. (Ohio) 42.927 5.123
2026-04-09 13F Cliftonlarsonallen Wealth Advisors, Llc 92.800 -21,43 11.006 -21,92
2026-01-20 13F Stratos Wealth Partners, LTD. 14.185 -7,73 1.693 -7,89
2026-02-13 13F Ausdal Financial Partners, Inc. 4.129 10,43 493 10,31
2026-04-09 13F Kelly Financial Group Llc 3.914 -1,86 464 -2,32
2026-02-17 13F Capitolis Liquid Global Markets LLC 0 -100,00 0
2026-02-12 13F Insigneo Advisory Services, Llc 5.983 42,45 714 42,51
2026-04-10 13F Magnus Financial Group LLC 22.923 -25,59 2.719 -26,06
2026-02-12 13F Brightwater Advisory LLC 2.259 -0,35 270 -0,37
2026-02-17 13F Keebeck Wealth Management, LLC 2.949 55,70 352 55,31
2026-04-27 13F Financial Services Advisory Inc 0 -100,00 0
2026-04-10 13F High Probability Advisors, LLC 3.878 0,00 460 -0,65
2026-04-16 13F Center For Asset Management LLC 36.072 12,97 4.278 12,28
2026-04-17 13F Braeburn Wealth Management LLC 19.495 24,38 2.312 23,64
2026-01-21 13F MBL Wealth, LLC 220.933 5,32 26.368 5,18
2026-02-05 13F AlphaCore Capital LLC 272 0,00 32 0,00
2026-04-22 13F Storen Legacy Partners, LLC 38.463 4.562
2026-04-15 13F BDFS Capital LLC 2.515 0,24 298 -0,33
2026-04-20 13F MBM Wealth Consultants, LLC 93.201 11,35 11.054 10,65
2026-01-30 13F Strategic Blueprint, LLC 49.919 0,33 5.958 0,18
2026-04-13 13F Allen Mooney & Barnes Investment Advisors LLC 1.719 0,06 204 -0,49
2026-04-20 13F McKinley Carter Wealth Services, Inc. 93.105 293,66 11.042 291,28
2026-02-06 13F TPG Financial Advisors, LLC 62.455 13,51 7.454 13,37
2026-02-19 13F Invesco Ltd. 4.292.100 0,00 512.262 -0,13
2026-04-08 13F Hardin Capital Partners, LLC 1.713 0,00 203 -0,49
2026-04-20 13F ABLE Financial Group, LLC 7.632 -4,38 905 -4,94
2026-04-22 13F Pasadena Private Wealth, LLC 2.125 -45,93 252 -46,27
2026-01-20 13F Independence Bank of Kentucky 3 0,00 0
2026-02-09 13F King Wealth 2.040 -3,13 0
2026-02-13 13F Vernal Point Advisors, LLC 20.710 0,00 2.472 -0,16
2026-04-09 13F ASL Financial, LLC 1.993 0,00 236 -0,42
2026-04-14 13F Meadowbrook Wealth Management, LLC 2.387 283
2026-01-28 13F Migdal Insurance & Financial Holdings Ltd. 127 0,00 0
2026-02-12 13F TopTier Wealth Management, LLC 2.573 307
2026-02-13 13F Banco Santander, S.A. 271.993 20,62 32.462 20,46
2025-11-14 13F Old Mission Capital Llc 0 -100,00 0
2026-01-20 13F Ethos Financial Group, LLC 4.360 -13,83 520 -13,91
2026-04-21 13F Maridea Wealth Management LLC 14.101 33,72 1.672 32,91
2026-02-17 13F D L Carlson Investment Group Inc 3.064 -13,30 366 -13,51
2026-04-16 13F Heck Capital Advisors, LLC 70.318 -4,19 8.340 -4,80
2026-02-11 13F Buckingham Strategic Partners 1.807 -98,18 216 -98,19
2026-02-12 13F Tripletail Wealth Management, LLC 0 -100,00 0
2026-04-13 13F Nvest Wealth Strategies, Inc. 127 15
2026-04-27 13F Flagstone Financial Management 2.042 0,00 242 -0,41
2026-04-20 13F Cardinal Strategic Wealth Guidance 214 25
2026-04-15 13F Merit Financial Group, LLC 10.766 -10,48 1.277 -11,08
2026-02-09 13F Rhl Group, Llc 77 9
2026-02-10 13F JMG Financial Group, Ltd. 2.995 0,00 357 0,00
2026-02-17 13F Berkshire Bank 39.911 -80,04 4.763 -80,06
2026-02-04 13F Rinkey Investments 101.713 2,85 12.139 2,72
2026-01-27 13F Belpointe Asset Management LLC 3.374 -0,65 403 -0,74
2026-04-27 13F Wbh Advisory Inc 3.099 0,00 366 -0,81
2026-02-06 13F/A Rathbone Brothers plc 2.196 262
2025-11-12 13F Cobblestone Capital Advisors Llc /ny/ 2.295 0,00 274 0,37
2026-02-13 13F Arkadios Wealth Advisors 4.176 -1,90 498 -1,97
2026-02-17 13F Coastal Bridge Advisors, LLC 58.644 13,98 6.999 13,84
2026-01-12 13F CVA Family Office, LLC 4.963 -0,06 592 -0,17
2026-02-09 13F Cary Street Partners Financial Llc 17.905 30,83 2.137 30,64
2026-04-27 13F Td Private Client Wealth Llc 410.840 -0,73 48.726 -1,35
2026-02-05 13F Atria Investments Llc 46.974 4,30 5.606 4,16
2026-01-23 13F Cambiar Investors Llc 4.139 0,00 494 -0,20
2026-01-23 13F Bingham Private Wealth, Llc 15.484 18,83 1.848 19,15
2026-02-13 13F 1832 Asset Management L.P. 140.208 -3,65 16.734 -3,78
2026-02-13 13F Financial Network Wealth Advisors LLC 136 0,00 16 0,00
2026-02-11 13F Parallel Advisors, LLC 204 -50,49 24 -51,02
2026-01-30 13F Us Bancorp \de\ 207.003 -2,68 24.706 -2,82
2026-04-15 13F Steinberganna Wealth Management 2.536 -60,88 301 -61,19
2026-04-20 13F Park Edge Advisors, LLC 0 -100,00 0
2025-11-14 13F J. Goldman & Co LP 0 -100,00 0 -100,00
2026-02-09 13F Studio Investment Management Llc 1.837 3,67 219 3,79
2026-04-13 13F Conrad Siegel Investment Advisors, Inc. 7.591 0,60 900 0,00
2026-02-04 13F Ridgepath Capital Management LLC 79.204 0,00 9.466 0,00
2025-11-13 13F Promus Capital, LLC 528 63
2026-02-13 13F Baird Financial Group, Inc. 162.484 3,49 19.392 3,35
2026-02-04 13F Ameritas Advisory Services, LLC 8.974 686,50 1.071 687,50
2026-04-22 13F RMR Wealth Builders 4.500 0,00 534 -0,74
2026-02-17 13F Perennial Investment Advisors, LLC 1.682 -20,92 201 -21,26
2026-04-22 13F Caldwell Trust Co 90 0,00 11 0,00
2026-04-22 13F Wealth Advisory Solutions, LLC 2.333 -82,86 277 -83,00
2026-02-17 13F Forefront Analytics, LLC 4.740 -3,34 566 -3,41
2026-04-16 13F Balboa Wealth Partners 2.923 62,21 347 60,93
2026-02-17 13F/A Sentinus, LLC 11.175 1.334
2026-01-21 13F Petra Financial Advisors Inc 2.962 0,51 354 0,28
2026-01-22 13F Bfsg, Llc 2.938 8,25 351 8,02
2026-04-27 13F Oxbow Advisors, LLC 3.553 65,56 421 64,45
2026-02-06 13F Copia Wealth Management 133 0,00 16 0,00
2026-04-02 13F Silverleafe Capital Partners, LLC 0 -100,00 0
2026-04-22 13F Tred Avon Family Wealth, Llc 10.720 0,13 1.271 -0,47
2026-04-17 13F Weaver Capital Management LLC 231.359 27.439
2026-04-17 13F BAM Wealth Management, LLC 2.349 11,38 279 10,76
2026-02-06 13F Forefront Wealth Partners, LLC 0 -100,00 0
2026-02-17 13F Bank Hapoalim Bm 2 0,00
2025-11-21 13F Oarsman Capital, Inc. 0 -100,00 0
2026-04-21 13F HCR Wealth Advisors 11.145 -4,98 1.322 -5,58
2026-02-03 13F Vectors Research Management, LLC 160.211 3,93 19.121 3,79
2026-02-10 13F MidAtlantic Capital Management, Inc. 441 53
2026-01-27 13F PFG Advisors 50.517 65,15 6.029 64,95
2026-02-05 13F Dana Investment Advisors, Inc. 4.137 55,47 494 55,03
2026-02-13 13F Arete Wealth Advisors, LLC 21.416 196,95 3
2026-02-17 13F Equitable Holdings, Inc. 15.706 -10,37 1.875 -10,51
2026-04-13 13F Hm Payson & Co 0 -100,00 0
2026-01-20 13F Sovran Advisors, LLC 0 -100,00 0
2026-04-23 13F Strategic Point Investment Advisors, LLC 639.390 3,99 75.832 3,34
2026-02-13 13F SRS Capital Advisors, Inc. 165 20
2026-02-11 13F Strategic Advocates LLC 91 0,00 11 0,00
2026-02-10 13F Foundations Investment Advisors, LLC 1.719 -17,12 205 -17,00
2026-04-21 13F Parker Financial LLC 7.647 -5,64 907 -6,31
2026-01-26 13F Valmark Advisers, Inc. 6.508 4,58 777 4,44
2026-01-15 13F MEMBERS Trust Co 3.013 0,00 360 -0,28
2026-02-13 13F Pinnacle Wealth Planning Services, Inc. 849 101
2025-11-13 13F LaSalle St. Investment Advisors, LLC 0 -100,00 0
2026-01-22 13F Financial Consulate, Inc 0 -100,00 0
2026-01-21 13F Modera Wealth Management, LLC 0 -100,00 0
2026-02-13 13F Squarepoint Ops LLC 3.219 384
2026-01-21 13F Summa Corp. 8.624 0,00 1.029 -0,10
2026-02-17 13F Cape Investment Advisory, Inc. 244 29
2026-02-13 13F 1 North Wealth Services Llc 44.311 1,09 5.289 0,95
2026-04-16 13F Five Pine Wealth Management 2.000 237
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 3.713 4,83 440 4,27
2026-02-17 13F Cresset Asset Management, LLC 16.661 15,63 1.989 15,45
2026-01-22 13F Harwood Advisory Group, LLC 46.631 2,14 5.565 2,00
2026-02-13 13F Citigroup Inc 42.071 4,28 5.021 4,15
2026-01-23 13F Assetmark, Inc 3.052.028 6,64 364.260 6,50
2026-02-13 13F Victory Capital Management Inc 464.017 0,04 55.380 -0,09
2026-04-13 13F Massmutual Trust Co Fsb/adv 10.034 -41,91 1.190 -42,26
2026-02-02 13F Fifth Third Bancorp 23.220 2,49 2.771 2,36
2026-02-02 13F CENTRAL TRUST Co 0 -100,00 0
2026-02-03 13F Morse Asset Management, Inc 85 0,00 10 0,00
2025-11-25 13F Briaud Financial Planning, Inc 0 -100,00 0
2026-01-28 13F Barrett & Company, Inc. 89 0,00 11 0,00
2026-02-02 13F PKS Advisory Services, LLC 9.674 1.155
2026-04-06 13F Rosenberg Matthew Hamilton 108 0,00 13 0,00
2026-02-17 13F NorthRock Partners, LLC 2.014 240
2026-04-07 13F Central Pacific Bank - Trust Division 25.015 108,01 2.967 106,69
2026-04-09 13F Chemistry Wealth Management LLC 2.323 0,00 276 -0,72
2026-01-23 13F Blue Fin Capital, Inc. 45.305 18,28 5.407 18,13
2026-02-12 13F BlackRock, Inc. 1.618.052 -52,75 193.115 -52,81
2026-04-23 13F Oppenheimer & Co Inc 4.786 37,10 568 36,30
2026-04-20 13F Christensen, King & Associates Investment Services, Inc. 37.415 -0,79 4.437 -1,40
2026-02-05 13F Duncan Williams Asset Management, LLC 2.368 1,67 281 1,08
2026-04-27 13F GenTrust, LLC 52.086 6.177
2026-02-17 13F Boreal Capital Management LLC 744 0,00 89 0,00
2025-11-14 13F EFG Asset Management (Americas) Corp. 25.231 -1,77 3.015 -1,41
2026-02-04 13F Fourth Dimension Wealth, LLC 303 0,00 36 0,00
2026-04-22 13F Union Bancaire Privee, UBP SA 23.928 5,75 2.834 4,73
2026-04-24 13F Root Financial Partners, LLC 2.108 -1,03 250 -1,57
2026-02-10 13F Lido Advisors, LLC 149.425 -7,00 17.835 -7,11
2026-02-17 13F Northern Trust Corp 241.104 102,45 28.776 102,19
2026-02-18 13F Financial Advisory Service, Inc. 2 0,00 0
2026-02-17 13F Citadel Advisors Llc Call 19.100 1.023,53 2.280 1.022,66
2026-02-17 13F Bank Of America Corp /de/ Put 0 -100,00 0
2026-01-21 13F Y.D. More Investments Ltd 1.824 -90,76 218 -90,81
2026-02-11 13F LPL Financial LLC 2.454.299 11,36 292.921 11,21
2026-02-17 13F Citadel Advisors Llc Put 17.700 -86,20 2.112 -86,23
2026-04-17 13F Webster Bank, N. A. 1.503 132,30 178 131,17
2026-04-13 13F Wolff Wiese Magana Llc 1.578 0,00 187 -0,53
2026-02-13 13F Mariner, LLC 494.907 2,47 59.067 2,33
2025-10-29 13F Vista Investment Partners Ii, Llc 0 -100,00 0 -100,00
2026-04-22 13F Aua Capital Management, Llc 19.409 22,94 2.302 22,13
2026-02-13 13F Veridan Wealth LLC 0 -100,00 0
2026-01-30 13F Citizens Financial Group Inc/ri 114.732 0,05 13.693 -0,08
2026-04-15 13F Regatta Capital Group, Llc 21.758 9,79 2.580 9,09
2026-02-02 13F Vista Capital Partners, Inc. 2.984 -2,52 356 -2,47
2026-02-11 13F TCTC Holdings, LLC 429 0,00 51 0,00
2026-04-24 13F Cabot Wealth Management Inc 279.159 2,95 33.108 2,30
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-02-02 13F JDM Financial Group LLC 11.831 -1,73 1.412 -1,81
2026-02-12 13F Oath Planning, LLC 2.759 329
2026-04-16 13F Upper Left Wealth Management, LLC 7.847 9,20 931 8,52
2025-11-10 13F Siligmueller & Norvid Wealth Advisors LLC 0 -100,00 0
2026-04-13 13F Arwa Llc 0 -100,00 0
2026-01-27 13F Tranquilli Financial Advisor LLC 24.530 -5,03 2.928 -5,15
2026-02-14 13F Howe & Rusling Inc 100 1.011,11 12 1.000,00
2026-04-24 13F Key FInancial Inc 0 -100,00 0
2026-02-18 13F EP Wealth Advisors, Inc. 3.855 -81,71 460 -81,67
2026-02-13 13F Morgan Stanley 2.784.256 -7,00 332.301 -7,13
2026-02-17 13F Raymond James Financial Inc 1.523.850 4,66 181.871 4,52
2026-02-17 13F Bank Of America Corp /de/ Call 0 -100,00 0
2026-01-15 13F Allspring Global Investments Holdings, LLC 370.001 73,66 44.160 73,42
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 180.904 -33,19 18.192 -43,79
2026-04-14 13F Seven Mile Advisory 0 -100,00 0
2026-02-13 13F Alliance Private Wealth, LLC 13.254 1.575
2026-02-12 13F Blue Edge Capital, LLC 4.921 -0,28 587 -0,34
2026-02-17 13F Millennium Management Llc Put 0 -100,00 0
2026-02-17 13F Wit, Llc 2.089.070 2,93 249.331 2,79
2026-02-02 13F Mutual Advisors, LLC 5.763 -1,59 688 -2,28
2025-11-14 13F Black Maple Capital Management LP 0 -100,00 0
2026-02-03 13F Legacy Wealth Managment, LLC/ID 698 83
2026-02-12 13F Steward Partners Investment Advisory, Llc 39.583 3,23 4.724 3,10
2026-04-22 13F MFA Wealth Services 52.591 2,76 6.237 2,13
2026-01-29 13F Sanctuary Advisors, LLC 54.605 3,97 6.517 3,84
2026-04-06 13F Versant Capital Management, Inc 18.076 13.698,47 2.144 14.186,67
2026-04-16 13F Stanley-Laman Group, Ltd. 3.535 0,08 419 -0,48
2026-01-23 13F Nbt Bank N A /ny 3.350 0,00 400 -0,25
2026-02-13 13F Becker Capital Management Inc 38.635 17,50 4.611 17,36
2025-11-04 13F IMC-Chicago, LLC 0 -100,00 0
2026-02-17 13F Blair William & Co/il 5.037 -2,59 601 -2,75
2026-02-17 13F Advisor Group Holdings, Inc. 296.284 -56,30 35.382 -56,36
2026-04-21 13F Capital Investment Counsel, Inc 204 0,00 24 0,00
2026-04-20 13F Surience Private Wealth Llc 10.169 1.206
2026-02-06 13F Axxcess Wealth Management, Llc 286.809 257,62 34.231 257,16
2026-02-11 13F Entelevest, LLC 10.944 1.306
2026-04-22 13F StoryOne LLC 0 438 -0,68
2026-01-23 13F Timber Creek Capital Management LLC 7.764 3,15 927 3,00
2026-02-17 13F Millennium Management Llc Call 0 -100,00 0
2026-04-24 13F Keybank National Association/oh 407.193 2,66 48.293 2,02
2026-04-27 13F PFG Investments, LLC 3.710 -25,23 440 -25,68
2026-01-27 13F Evergreen Capital Management Llc 748.901 -2,81 89.381 -2,94
2026-01-26 13F AE Wealth Management LLC 186.548 6,89 22.264 6,74
2026-02-10 13F IF Advisors, LLC 30.083 3.590
2026-04-15 13F Independence Financial Advisors, LLC 163.298 2,37 19.367 1,73
2026-01-21 13F Crews Bank & Trust 317 0,00 38 0,00
2025-11-06 13F Abich Financial Wealth Management LLC 46 5
2026-02-10 13F Camden National Bank 55.961 9,78 6.679 9,62
2026-02-10 13F Cherry Tree Wealth Management, LLC 343 214,68 41 207,69
2026-02-17 13F Cetera Investment Advisers Call 2.000 2
2026-02-10 13F Sfmg, Llc 5.994 -49,18 715 -49,25
2026-02-09 13F Kingsview Wealth Management, LLC 14.197 -3,67 1.694 -3,80
2026-02-17 13F Cetera Investment Advisers 800.799 5,05 95.575 4,91
2026-02-12 13F Hrt Financial Lp 9.344 1
2026-01-21 13F Woodmont Investment Counsel Llc 110.206 -4,70 13.153 -4,83
2026-04-24 13F Medallion Wealth Advisors, LLC 88 0,00 10 0,00
2026-04-15 13F Wealthcare Capital Management Llc 96.821 12,20 11.483 11,50
2026-04-24 13F School Employees Retirement Board Of Ohio 210.715 0,00 24.991 -0,63
2026-04-20 13F Eagle Strategies LLC 20.314 33,53 2.409 32,73
2026-02-13 13F MorganRosel Wealth Management, LLC 8.248 1,07 984 0,92
2026-01-26 13F Whittier Trust Co Of Nevada Inc 886 0,00 106 0,00
2026-02-13 13F Visionary Wealth Advisors 23.129 6,35 2.760 6,19
2026-02-17 13F Strategic Investment Advisors / MI 16.902 -88,46 2.017 -0,05
2026-01-21 13F Walkner Condon Financial Advisors LLC 1.788 -55,28 213 -55,35
2026-02-06 13F Kingdom Financial Group LLC. 216 26
2026-02-12 13F Bank Of Montreal /can/ 125.479 9,74 14.976 9,59
2026-02-17 13F Evercore Wealth Management, LLC 1.760 0,00 210 0,00
2026-04-20 13F Tanglewood Wealth Management, Inc. 1.596.822 7,87 189.383 7,19
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 37.782 5,81 4.481 5,14
2026-01-21 13F Ledyard National Bank 0 -100,00 0
2025-11-14 13F WNY Asset Management, LLC 15.466 0,05 1.848 0,43
2026-02-02 13F Verger Capital Management LLC 14.530 1,20 1.734 1,11
2026-01-21 13F Flagship Harbor Advisors, Llc 1.278 153
2026-04-20 13F TFB Advisors LLC 9.243 -30,68 1.096 -31,11
2026-04-21 13F Pallas Capital Advisors LLC 0 -100,00 0
2026-01-23 13F Rsm Us Wealth Management Llc 6.346 -43,20 759 -43,22
2026-01-30 13F BancorpSouth Bank 4.858 0,00 580 -0,17
2026-04-21 13F Value Partners Investments Inc. 2.605 0,00 309 -0,96
2026-04-10 13F Granite FO LLC 133 0,00 16 0,00
2026-01-16 13F Trust Co Of Vermont 650 0,00 78 0,00
2026-04-09 13F DHJJ Financial Advisors, Ltd. 2 0,00 0
2026-04-14 13F Nbc Securities, Inc. 2.599 26,53 308 25,71
2026-04-13 13F Invariant Investment Management 0 -100,00 0
2025-11-13 13F Goodman Advisory Group, LLC 0 0
2026-04-14 13F Austin Wealth Management, LLC 96.737 -26,46 11.422 -27,26
2026-02-12 13F Federation des caisses Desjardins du Quebec 18.401 1,48 2.196 1,39
2026-02-04 13F Biltmore Family Office, LLC 200 0,00 24 0,00
2026-02-05 13F Peak Asset Management, LLC 6.494 2,72 775 2,65
2026-04-24 13F Merited Wealth, LLC 0 -100,00 0
2026-04-10 13F Rede Wealth, LLC 3.746 -29,49 444 -29,97
2026-02-17 13F IHT Wealth Management, LLC 36.882 20,55 4.402 20,38
2026-02-06 13F Trajan Wealth LLC 22.906 -3,76 2.734 -3,90
2026-04-13 13F Creative Financial Designs Inc /adv 1.253 -25,46 149 -26,00
2026-02-17 13F XTX Topco Ltd 0 -100,00 0
2026-04-08 13F First Heartland Consultants, Inc. 0 -100,00 0
2026-02-13 13F Integrity Financial Corp /WA 13 0,00 2 0,00
2026-04-20 13F Brian Low Financial Group, Llc 14.589 0,21 1.730 -0,40
2026-04-07 13F Eastern Bank 870 -17,30 103 -17,60
2026-02-10 13F Ellevest, Inc. 0 -100,00 0
2026-02-13 13F Pathstone Holdings, LLC 8.523 -26,62 1.017 -26,73
2026-02-12 13F Triumph Capital Management 588 8.300,00 70
2026-04-27 13F Tennessee Valley Asset Management Partners 42.887 -12,27 5.086 -12,82
2026-01-22 13F Bartlett & Co. Wealth Management Llc 988 0,00 118 -0,85
2026-04-17 13F Charter Trust Co 3.244 8,10 385 7,26
2026-02-17 13F Hilltop Holdings Inc. 20.450 5,96 2.441 5,81
2026-04-24 13F Vision Capital Management, Inc. 31.419 5,64 3.726 4,99
2026-04-10 13F Lake Hills Wealth Management, LLC 76.419 3,49 9.063 2,84
2026-04-06 13F Stableford Capital Ii Llc 1.761 2,26 209 1,46
2026-02-17 13F Vertex Planning Partners, LLC 0 -100,00 0
2026-02-24 13F Bell Investment Advisors, Inc 0 -100,00 0
2026-01-28 13F Bedel Financial Consulting, Inc. 9.071 1.083
2026-02-11 13F Cedar Mountain Advisors, LLC 477 0,00 57 -1,75
2026-02-13 13F National Bank Of Canada /fi/ 80.831 118,87 9.645 118,54
2026-04-24 13F Argent Advisors, Inc. 5.322 0,00 631 -0,63
2026-04-22 13F Viewpoint Investment Partners Corp 2.300 273
2026-01-29 13F Koa Wealth Management, LLC 8.490 35,73 1.013 35,61
2026-02-09 13F Smithfield Trust Co 14 0,00 0
2026-02-10 13F Bnp Paribas 19.264 9,32 2.299 9,16
2026-04-08 13F Warner Financial, Inc 27.358 49,44 3.245 162.150,00
2026-01-21 13F West Paces Advisors Inc. 4.237 0,00 506 -0,20
2026-02-02 13F Cornerstone Planning Group LLC 778 7,46 93 6,98
2026-02-25 13F Tempo Wealth, LLC 2.749 328
2026-02-13 13F First National Bank Of Omaha 10.194 1.219
2026-02-12 13F Financial Engines Advisors L.L.C. 4.287.913 0,80 511.762 0,66
2026-02-12 13F Sumitomo Mitsui Financial Group, Inc. 0 -100,00 0
2025-11-12 13F Napa Wealth Management 2.891 -3,89 346 -3,63
2025-11-14 13F Strategic Wealth Partners, Ltd. 202.777 3,35 24.234 3,71
2026-04-21 13F Claro Advisors LLC 4.140 491
2026-02-09 13F Firestone Capital Management 4.188 117,78 500 117,90
2026-04-21 13F Sequent Planning LLC 21.996 3,78 2.609 3,12
2026-01-15 13F J. Safra Sarasin Holding AG 7.204 26,88 860 26,70
2026-02-17 13F Family Management Corp 226 0,00 27 -3,70
2026-04-02 13F Marex Group plc 4.346 -4,25 513 -2,10
2026-02-05 13F Phoenix Holdings Ltd. 3.649 13,36 436 13,28
2026-02-06 13F EverSource Wealth Advisors, LLC 6.653 18,72 794 18,68
2026-04-16 13F Spartan Planning & Wealth Management 74.906 -44,95 8.884 -45,29
2026-02-05 13F Maxele Advisors, LLC 3.704 0,00 442 0,00
2026-02-12 13F Burke & Herbert Bank & Trust Co 13.682 -33,10 1.633 -33,22
2026-01-23 13F Avion Wealth 216 0,00 0
2026-02-05 13F Unconventional Investor, LLC 1.918 -30,00 229 -30,28
2026-01-20 13F Stratos Wealth Advisors, LLC 32.302 -49,74 3.855 -49,81
2026-01-23 13F Ogorek Anthony Joseph /ny/ /adv 10.323 19,52 1 0,00
2026-02-17 13F SageView Advisory Group, LLC 708 84
2026-04-13 13F IFP Advisors, Inc 33.938 31,08 4.025 30,26
2026-04-13 13F John W. Brooker & Co., CPAs 2.924 347
2026-04-21 13F Nemes Rush Group LLC 583 0,69 69 0,00
2026-04-27 13F Pensionmark Financial Group, Llc 20.972 16,24 2.487 15,51
2025-11-13 13F Tortoise Investment Management, LLC 0 -100,00 0 -100,00
2026-04-21 13F Pinnacle Associates Ltd 43.039 4,07 5.104 3,42
2026-02-10 13F Frederick Financial Consultants, LLC 2.303 -0,65 275 -1,08
2025-10-28 13F Pinnacle Financial Partners Inc 89.151 -12,80 10.654 -12,49
2026-04-13 13F Chesley Taft & Associates LLC 22.732 1,47 2.696 0,86
2026-01-26 13F Private Trust Co Na 6.525 3,47 779 3,32
2026-02-04 13F HORAN Wealth, LLC 0 -100,00 0
2026-02-12 13F Jane Street Group, Llc Put 0 -100,00 0 -100,00
2026-02-02 13F Horizon Investments, LLC 89 117,07 11 150,00
2026-02-12 13F Brinker Capital Investments, LLC 174.264 0,10 20.798 -0,03
2026-02-13 13F Fiduciary Trust Co 11.043 -39,74 1.318 -39,86
2026-03-06 13F Hsbc Holdings Plc 18.736 -61,82 2.236 -61,88
2026-01-27 13F Checchi Capital Advisers, LLC 61.419 -0,75 7.330 -0,88
2026-04-16 13F Quotient Wealth Partners, LLC 0 -100,00 0
2026-04-17 13F Summit Wealth Partners, LLC 8.256 -0,18 979 -0,81
2026-04-08 13F Stonebridge Financial Group, LLC 0 -100,00 0
2026-01-30 13F Wealthfront Advisers Llc 17.222 43,76 2.055 43,61
2026-02-13 13F Palisade Asset Management, LLC 0 -100,00 0
2026-02-12 13F Hilton Capital Management, LLC 236.863 2,65 28.270 2,51
2026-02-12 13F Schoolcraft Capital LLC 3.098 0,26 370 0,00
2026-02-17 13F Millennium Management Llc 48.960 -39,20 5.843 -39,28
2026-02-17 13F Qube Research & Technologies Ltd 7.256 10,71 866 10,60
2026-02-10 13F MY Wealth Management Inc. 15.756 -0,25 1.880 -0,37
2026-01-30 13F Bogart Wealth, LLC 225 0,00 27 0,00
2026-01-15 13F Jaffetilchin Investment Partners, LLC 7.858 6,58 938 6,36
2026-04-20 13F Apella Capital, LLC 7.020 -2,86 836 -3,13
2026-01-30 13F Caldwell Securities, Inc 3.583 3,79 428 3,64
2026-02-09 13F Hantz Financial Services, Inc. 147.090 -22,81 18 -22,73
2026-04-21 13F Laurel Oak Wealth Management, Llc 24.567 -8,35 2.914 -8,94
2026-04-24 13F National Asset Management, Inc. 1.829 -2,45 217 -3,14
2026-02-10 13F Waterloo Capital, L.P. 9.700 -56,45 1.158 -56,52
2026-01-27 13F First Horizon Corp 173 0,00 21 0,00
2026-04-09 13F Park Place Capital Corp 125 -80,97 15 -82,05
2026-04-17 13F Legacy Wealth Partners, LLC 0 -100,00 0
2026-02-09 13F Hartland & Co., LLC 44.287 -9,65 5.286 -9,77
2026-01-21 13F Prime Capital Investment Advisors, LLC 4.504 22,23 538 22,05
2026-04-13 13F Arkansas Financial Group, Inc. 3.733 1,94 442 1,14
2026-02-10 13F Bank of New York Mellon Corp 413.028 12,58 49.295 12,43
2026-04-07 13F Martin Capital Partners, LLC 9.690 0,57 1 0,00
2026-04-24 13F Smithbridge Asset Management Inc/de 3.391 -55,07 402 -55,33
2026-04-14 13F BayBridge Capital Group, LLC 15.834 0,00 1.890 0,00
2026-04-20 13F Morton Brown Family Wealth, LLC 1.470 0,00 174 -0,57
2025-10-30 13F Twin Peaks Wealth Advisors, LLC 0 -100,00 0
2026-02-05 13F Allworth Financial LP 15.545 -1,65 1.855 -1,75
2026-04-23 13F American National Bank 141 0,00 17 0,00
2026-04-14 13F BSW Wealth Partners 5.740 2,78 681 2,10
2026-01-27 13F Penobscot Investment Management Company, Inc. 13.222 -2,40 1.578 -2,53
2026-01-30 13F/A M&t Bank Corp 118.319 6,87 14.121 6,73
2026-02-13 13F Gen-Wealth Partners Inc 588 2,44 70 2,94
2026-02-17 13F Redwood Investment Management, Llc 5.820 1
2026-04-08 13F Asempa Wealth Advisors 7.808 0,58 922 -0,43
2026-04-22 13F Semitam Bonam Llc 45.303 9,23 5.373 8,55
2026-01-23 13F Fifth Third Securities, Inc. 0 -100,00 0
2026-04-22 13F Spire Wealth Management 15.165 -1,15 1.799 -1,80
2026-02-12 13F Zevin Asset Management Llc 3.847 459
2026-04-21 13F FLP Wealth Management, LLC 1.779 -6,86 1.140 5,07
2026-02-12 13F CIBC Private Wealth Group, LLC 2.360 35,24 282 35,10
2026-04-24 13F Blue Capital, Inc. 26.619 3.157
2026-02-04 13F Hallmark Capital Management Inc 2.492 -1,03 297 -1,00
2026-02-13 13F Retirement Capital Strategies 35.404 49,28 4.225 49,08
2026-02-17 13F Ameriprise Financial Inc 2.726.135 0,23 325.230 0,19
2026-01-15 13F Sollinda Capital Management LLC 81.968 21,14 9.783 20,97
2026-02-09 13F Wealthquest Corp 2.135 255
2026-02-13 13F/A Newport Capital Group, LLC 33.532 0,93 4.002 0,78
2026-04-24 13F RKL Wealth Management LLC 16.001 -6,41 1.898 -7,01
2026-02-13 13F Motiv8 Investments LLC 0 -100,00 0
2026-04-17 13F RFG Advisory, LLC 6.881 -2,45 816 -2,97
2026-02-09 13F Leavell Investment Management, Inc. 116.582 -15,04 13.914 -15,16
2026-04-13 13F Kelly Financial Services LLC 5.336 189,06 631 186,82
2026-02-17 13F Quadrature Capital Ltd 0 -100,00 0
2026-02-17 13F Regal Investment Advisors LLC 6.747 -5,03 805 -5,07
2026-04-20 13F McMahon Financial Advisors, LLC 17.192 4,23 2.039 3,56
2026-02-11 13F Ameritas Investment Partners, Inc. 310 37
2026-02-11 13F IMA Wealth, Inc. 7.234 0,00 863 -0,12
2026-02-06 13F Cedar Wealth Management, LLC 427 0,00 51 -1,96
2026-02-17 13F Pinnacle Financial Partners, Inc. 29.149 3.479
2026-01-26 13F Asset Dedication, LLC 238 0,00 28 0,00
2026-02-13 13F Stifel Financial Corp 2.175.997 6,84 259.706 6,69
2026-02-12 13F Johnson Financial Group, Inc. 594.344 0,16 70.935 0,03
2026-04-20 13F Edge Wealth Management LLC 7.800 -80,90 925 -81,03
2026-04-07 13F CoreCap Advisors, LLC 5.826 -0,09 691 -0,72
2026-02-10 13F CIBC World Markets Inc. 3.994 -15,60 477 -15,75
2026-02-17 13F Susquehanna International Group, Llp Put 8.200 -87,37 979 -87,39
2025-11-12 13F TCG Advisory Services, LLC 0 -100,00 0
2026-04-16 13F Brookstone Capital Management 40.974 343,35 4.859 340,93
2026-01-29 13F Verdence Capital Advisors LLC 18.765 -43,66 2.240 -44,02
2026-02-17 13F Susquehanna International Group, Llp Call 78.300 27,94 9.345 27,77
2026-04-14 13F Arvest Investments, Inc. 94.147 5,87 11.166 5,20
2026-02-19 13F CI Private Wealth, LLC 487.364 1.024,33 6.738 30,06
2025-11-06 13F Gunma Bank,Ltd. 180.000 20,00 22 23,53
2026-04-22 13F Benchmark Financial, LLC 64.980 19,47 7.707 18,72
2026-02-13 13F Resources Investment Advisors, LLC. 286.617 -2,02 34.208 -2,15
2026-02-17 13F Crabel Capital Management, LLC 50.420 161,85 6.018 161,50
2026-04-20 13F Fiduciary Alliance LLC 9.899 22,06 1.175 21,41
2026-01-05 13F City Center Advisors, LLC 0 -100,00 0
2026-02-13 13F Mml Investors Services, Llc 156.317 12,72 18.656 12,57
2026-04-27 13F Forte Asset Management Llc 3.250 0,00 385 -0,52
2026-02-26 13F Oak Grove Capital LLC 23.800 217,33 2.841 216,96
2026-02-05 13F Park Square Financial Group, LLC 0 -100,00 0
2026-02-06 13F HighTower Advisors, LLC 150.546 -39,01 17.968 -39,09
2026-02-17 13F Obsido Oy 3.517 -19,02 420 -19,27
2026-04-22 13F Coastal Investment Advisors, Inc. 96 0,00 11 0,00
2026-02-13 13F Global Endowment Management, LP 20.000 0,00 2.387 -0,13
2025-11-04 13F Guerra Advisors Inc 1.475 176
2026-02-12 13F Great Valley Advisor Group, Inc. 43.298 -15,17 5.168 -15,28
2026-01-16 13F Mirabaud & Cie SA 184.445 15,94 22.014 15,78
2026-02-17 13F Ancora Advisors, LLC 260 0,00 31 0,00
2026-04-21 13F Unique Wealth, Llc 33.965 -6,73 4.028 -7,30
2026-02-11 13F CNB Bank 1.113 0,00 133 -0,75
2026-04-08 13F Stephens Group Asset Management, Llc 4.541 0,00 539 -0,55
2026-04-14 13F Portfolio Resources Advisor Group, Inc. 2.615 1,28 310 0,65
2026-04-20 13F Emprise Bank 8.490 0,00 1.007 -0,69
2026-02-12 13F Stelac Advisory Services LLC 0 -100,00 0
2026-02-13 13F Gts Securities Llc 18.178 728,53 2.170 727,86
2026-02-12 13F Moneta Group Investment Advisors Llc 3.917 0,77 467 0,65
2026-02-11 13F Jpmorgan Chase & Co 17.694.417 7,15 2.111.829 7,01
2026-04-16 13F Financial Management Network Inc 47.485 -4,97 5.627 -5,62
2025-11-14 13F Skopos Labs, Inc. 0 -100,00 0
2026-04-15 13F Monument Capital Management 39.048 -4,54 4.631 -5,12
2025-11-03 13F Private Wealth Asset Management, LLC 0 -100,00 0
2026-02-03 13F Channel Wealth Llc 4.224 1,10 504 1,00
2026-02-17 13F Adams Wealth Management 0 -100,00 0
2026-04-07 13F Park Avenue Securities Llc 8.997 -17,66 1 0,00
2026-02-17 13F Twin Focus Capital Partners, Llc 11.967 -4,93 1.428 -5,05
2026-01-27 13F Elevated Capital Advisors, LLC 7.473 -1,95 892 -2,09
2026-02-13 13F Commerce Bank 12.964 4,47 1.547 4,39
2026-02-17 13F Argyle Capital Partners, LLC 5.629 4,94 672 4,68
2026-02-12 13F JPL Wealth Management, LLC 52.385 16,88 6.252 16,73
2026-02-10 13F Goldman Sachs Group Inc 206.872 3,08 24.690 2,94
2026-02-12 13F Empower Advisory Group, LLC 2.464 294
2025-11-14 13F Eqis Capital Management, Inc. 0 -100,00 0
2026-01-07 13F Procyon Private Wealth Partners, LLC 73.148 -1,24 8.730 -1,38
2026-02-11 13F Simplex Trading, Llc 7.865 -48,94 939 93.700,00
2026-02-12 13F Jane Street Group, Llc Call 29.100 576,74 3.473 577,00
2026-04-01 13F Confluence Investment Management Llc 125.466 -0,14 14.880 -0,77
2026-01-28 13F Badgley Phelps Wealth Managers, LLC 0 -100,00 0 -100,00
2026-02-05 13F Bank Julius Baer & Co. Ltd, Zurich 2.679.733 6,47 319.826 6,33
2026-02-10 13F Bnp Paribas Arbitrage, Sa 2.586 -98,65 309 -98,66
2026-04-09 13F Silvia Mccoll Wealth Management, Llc 8.084 1,09 959 0,42
2026-02-11 13F Gateway Wealth Partners, LLC 2.282 -2,69 272 -2,86
2026-02-03 13F Bokf, Na 0 -100,00 0
2026-04-21 13F E&G Advisors, LP 13.437 0,00 1.594 -0,62
2026-01-21 13F Jmac Enterprises Llc 182.549 8,14 21.787 8,00
2026-04-22 13F Pictet Asset Management Holding SA 81.000 -22,86 9.607 -23,34
2026-02-13 13F Generation Capital Management LLC 13.639 5,60 1.628 5,44
2026-04-14 13F Sanchez Gaunt Capital Management, LLC 9.100 1.079
2026-04-27 13F Mount Yale Investment Advisors, LLC 6.063 719
2026-02-09 13F Quest Partners LLC 403.902 644,31 48.206 643,33
2026-04-23 13F Global Trust Asset Management, LLC 96.832 12,63 11.484 11,93
2026-02-13 13F Vontobel Holding Ltd. 7.081 4,36 845 4,32
2026-02-04 13F Wsfs Capital Management, Llc 12.360 -3,34 1.475 -3,47
2026-02-14 13F Berkshire Asset Management Llc/pa 0 -100,00 0
2026-02-17 13F Royal Bank Of Canada 1.107.904 6,69 132.229 6,55
2026-04-10 13F Charles Schwab Trust Co 2.731 -47,93 324 -48,32
2026-01-28 13F Omega Financial Group, LLC 4.224 1,10 504 1,00
2026-02-18 13F CacheTech Inc. 0 -100,00 0
2026-04-22 13F Apollon Wealth Management, LLC 19.260 238,85 2.284 236,87
2026-02-11 13F Greykasell Wealth Strategies, Inc. 377 1,34 45 0,00
2025-11-05 13F Concord Asset Management, LLC/VA 0 -100,00 0
2026-02-12 13F Foster Dykema Cabot & Partners, Llc 57 0,00 7 0,00
2026-02-04 13F Meridian Wealth Management, LLC 0 -100,00 0
2026-01-27 13F Busey Wealth Management 2.565 -0,97 306 -0,97
2026-01-15 13F Alpine Bank Wealth Management 0 -100,00 0
2026-01-15 13F Hara Capital LLC 86 -44,87 10 -44,44
2026-02-03 13F Crestwood Advisors Group LLC 8.196 -1,16 978 -1,21
2026-02-04 13F Madison Asset Management, LLC 37.151 -0,50 4.434 -0,65
2026-04-16 13F Everstar Asset Management, LLC 78.171 -3,18 9.271 -3,78
2026-04-06 13F CX Institutional 0 -100,00 0
2026-01-30 13F Jackson Hole Capital Partners, LLC 102 0,00 12 0,00
2026-02-13 13F Evelyn Partners Asset Management Ltd 1.610 12,82 192 12,94
2026-01-14 13F ORG Partners LLC 8.025 0,39 958 0,21
2026-01-20 13F HBE Wealth Management, LLC 9.838 1.174
2026-02-03 13F Orion Capital Management LLC 0 -100,00 0
2026-02-17 13F United Capital Financial Advisers, Llc 104.371 11,72 12.457 11,56
2026-01-30 13F Camden Capital, LLC 0 -100,00 0
2026-04-08 13F Holos Integrated Wealth LLC 1 0
2026-04-17 13F AdvisorNet Financial, Inc 0 -100,00 0
2026-04-27 13F Bulltick Wealth Management, LLC 41.421 39,23 4.913 38,37
2026-02-12 13F Brown Brothers Harriman & Co 130 16
2026-01-14 13F Net Worth Advisory Group 4.522 540
2026-04-10 13F Perigon Wealth Management, LLC 21.894 -3,05 2.597 -3,67
2026-04-14 13F Centerline Wealth Advisors, LLC 50.215 -11,28 5.955 -11,84
2026-04-20 13F SILVER OAK SECURITIES, Inc 3.274 -12,83 388 -13,59
2026-01-05 13F Chesapeake Asset Management Llc 0 -100,00 0 -100,00
2026-02-13 13F Centaurus Financial, Inc. 1.746 6,20 0
2026-04-20 13F Longview Financial Advisors LLC 31.379 -0,14 3.722 -0,77
2025-11-05 13F Renasant Bank 0 -100,00 0 -100,00
2026-01-27 13F Proffitt & Goodson Inc 60.930 -0,80 7.272 -0,94
2026-02-04 13F Atlantic Union Bankshares Corp 260 0,00 31 0,00
2026-02-13 13F Silicon Valley Capital Partners 327.652 4,68 39.105 4,54
2026-02-17 13F Cdkv Holdings Llc 30.433 3.632
2026-04-23 13F SJS Investment Consulting Inc. 250 0,00 30 0,00
2026-04-15 13F Eaton Financial Holdings Company, LLC 26.199 -0,18 3.107 -0,80
2026-04-27 13F Tsfg, Llc 2.730 0,40 0
2026-01-13 13F Dakota Wealth Management 4.105 139,22 490 138,54
2026-04-01 13F First Financial Bank - Trust Division 83.937 1,75 9.955 1,11
2026-03-31 13F/A Barclays Plc Call 0 -100,00 0 -100,00
2026-04-09 13F Noble Family Wealth, LLC 5.308 0,00 630 -0,63
2026-04-14 13F Patriot Investment Management Inc. 2.400 1,48 285 0,71
2026-04-21 13F Columbus Macro, LLC 6.407 -42,28 760 -42,67
2026-01-29 13F Golden State Equity Partners 13.071 0,35 1.561 0,19
2026-02-12 13F/A KDK Private Wealth Management, LLC 1.742 -11,12 208 -11,54
2026-02-17 13F GeoWealth Management, LLC 8.351 -6,85 997 -7,00
2026-02-13 13F Change Path, LLC 31.994 24,16 3.819 24,00
2026-01-28 13F CAPROCK Group, Inc. 4.506 -5,46 538 -5,79
2026-04-22 13F Smallwood Wealth Investment Management, LLC 307 0,00 36 0,00
2026-04-27 13F Arrien Investments, Inc. 2.712 5,69 322 4,90
2026-02-13 13F Edgestream Partners, L.P. 26.167 -17,65 3.123 -17,75
2026-02-10 13F Rothschild Investment Llc 84 -67,94 10 -67,74
2026-02-17 13F Banco Bilbao Vizcaya Argentaria, S.a. 0 -100,00 0
2026-04-20 13F Fairvoy Private Wealth, LLC 5.736 1,92 680 1,34
2026-01-29 13F Concurrent Investment Advisors, LLC 69.805 34,09 8.331 33,92
2026-04-15 13F DAVENPORT & Co LLC 61.758 -2,09 7.324 -2,71
2026-02-13 13F Haverford Trust Co 152.863 7,08 18.244 6,94
2026-04-13 13F Enclave Advisors LLC 11.268 -88,63 1.336 -88,70
2026-04-21 13F First United Bank Trust/ 3.524 0,57 418 -0,24
2026-02-13 13F Glen Eagle Advisors, LLC 455 0,00 54 0,00
2026-02-05 13F Idaho Trust Bank 2.428 290
2026-04-23 13F Accurate Wealth Management, LLC 2.128 1,43 252 0,40
2026-01-15 13F 4J Wealth Management LLC 54.012 28,75 6.446 28,59
2026-01-23 13F Carnegie Capital Asset Management, LLC 0 -100,00 0
2026-04-20 13F Kastel Capital Advisors, LLC 2.011 0,00 240 0,00
2026-04-09 13F Taddei, Ludwig & Associates, Inc. 3.094 -0,16 367 -0,81
2026-04-10 13F Novem Group 0 -100,00 0
2026-02-05 13F IMG Wealth Management, Inc. 18 0,00 2 0,00
2026-04-20 13F Ritholtz Wealth Management 84.937 6,00 10.074 5,33
2026-01-16 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 11.672 38,20 1.393 38,06
2026-01-26 13F Shelton Wealth Management, Llc 35.502 -0,63 4.237 -0,75
2026-02-17 13F Imprint Wealth LLC 9 -50,00 1 -50,00
2026-04-24 13F Stock Yards Bank & Trust Co 1.810 -37,26 215 -37,79
2026-04-27 13F Albion Financial Group /ut 24 0,00 3 0,00
2026-01-21 13F Capital Advisors Wealth Management, LLC 0 -100,00 0
2026-04-07 13F Boltwood Capital Management 98.073 -0,21 11.631 -0,84
2026-02-10 13F Greenspring Advisors, LLC 12.475 229,24 1.489 229,20
2026-04-16 13F Waystone Advisors Llc 9.892 -1,51 1.173 -2,09
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 32 0,00 4 0,00
2026-04-22 13F My Personal CFO, LLC 2.096 0,00 249 -0,80
2026-04-13 13F Cyndeo Wealth Partners, LLC 26.952 4,57 3.196 3,90
2026-02-12 13F AlphaCentric Advisors LLC 2.404 -79,34 287 -78,72
2026-02-18 13F GWM Advisors LLC 171.648 13,53 20.486 13,38
2026-01-23 13F Diversify Advisory Services, LLC 73.707 1,33 8.777 1,11
2026-01-29 13F Riggs Asset Managment Co. Inc. 3.064 -10,41 366 -10,54
2026-02-17 13F Core Wealth Partners LLC 9.720 82,81 1.160 82,68
2026-02-17 13F Tower Research Capital LLC (TRC) 1.404 168
2026-01-22 13F ETF Store, Inc. 26.950 2,30 3.217 2,16
2026-04-06 13F GAMMA Investing LLC 55 0,00 7 0,00
2026-02-12 13F Summit Financial, LLC 5.548 -14,13 662 -14,25
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 76.706 7,62 9.097 6,95
2026-04-23 13F Foronjy Financial Llc 137.157 1,84 16.267 1,19
2026-04-13 13F Whalen Wealth Management Inc. 62.024 30,94 7.356 30,13
2026-02-13 13F Southeast Asset Advisors Inc. 0 -100,00 0
2026-02-13 13F Flow Traders U.s. Llc 0 -100,00 0
2026-02-05 13F Cambridge Investment Research Advisors, Inc. 213.074 -2,09 25 -3,85
2026-01-28 13F WPG Advisers, LLC 142 0,00 17 0,00
2026-04-21 13F Maseco Llp 5.328 1.706,10 632 1.702,86
2026-01-20 13F ETF Portfolio Partners, Inc. 134.422 1,61 16.043 1,47
2026-02-11 13F Franklin Resources Inc 359.794 4,97 42.941 4,83
2026-02-17 13F Captrust Financial Advisors 5.924.603 4,98 707.101 4,84
2026-04-07 13F Legacy Private Trust Co. 10.950 -25,44 1.299 -25,91
2026-01-21 13F Capital Investment Advisory Services, LLC 21.015 -10,48 2.508 -10,59
2026-02-17 13F Blue Line Capital, LLC / IL 5.617 670
2026-04-13 13F St Germain D J Co Inc 1.374 -21,58 163 -22,49
2026-04-24 13F Investment Management Trust, LLC 3.954 469
2026-02-05 13F Conning Inc. 19.236 0,00 2.296 -0,13
2026-02-10 13F Envestnet Asset Management Inc 3.874.242 5,38 462.391 5,24
2026-04-15 13F Exchange Traded Concepts, Llc 38.376 -13,68 4.551 -14,21
2026-01-06 13F Advance Capital Management, Inc. 2.484 3,03 296 2,78
2026-04-22 13F Sykon Capital Llc 0 -100,00 0
2026-04-24 13F Ndwm Llc 3.765 0,19 446 -0,45
2026-04-16 13F Rockland Trust Co 6.862 -0,58 814 -1,22
2026-04-17 13F Phil A. Younker & Associates, Ltd. 7.500 0,00 890 -0,67
2026-02-17 13F RMB Capital Management, LLC 399.700 -2,51 47.704 -2,64
2026-04-27 13F Sound Income Strategies, LLC 610 69,44 72 71,43
2026-04-14 13F Prospera Financial Services Inc 55.270 1,68 6.555 1,05
2026-04-21 13F Pacific Park Financial, Inc. 31.379 109,91 3.722 108,58
2026-04-22 13F Coston, McIsaac & Partners 309 0,00 0
2026-02-03 13F We Are One Seven, LLC 6.920 -68,28 826 -68,35
2026-02-17 13F Camarda Financial Advisors, LLC 0 -100,00 0
2026-01-07 13F Sagespring Wealth Partners, Llc 468.630 -8,19 55.931 -8,31
2026-02-13 13F Truvestments Capital Llc 15 2
2026-02-02 13F Breakwater Investment Management 152 0,00 18 0,00
2026-02-17 13F Wiley Bros.-aintree Capital, Llc 124.805 5,81 14.893 5,64
2026-02-05 13F Stephens Inc /ar/ 22.148 18,83 2.643 18,68
2026-02-10 13F Calton & Associates, Inc. 2.429 5,61 290 5,47
2026-02-04 13F Frontier Asset Management, LLC 64.031 7.642
2025-10-30 13F Ridgewood Investments LLC 0 -100,00 0
2026-02-12 13F Principal Securities, Inc. 6.356 -4,12 759 -4,29
2025-11-14 13F Jane Street Group, Llc 0 -100,00 0 -100,00
2025-11-07 13F Beacon Capital Management, LLC 0 -100,00 0
2025-11-14 13F TRUE Private Wealth Advisors 0 -100,00 0 -100,00
2026-01-30 13F Reicon Wealth Advisors, Llc 28 3
2026-04-22 13F Tru Independence Asset Management 2, Llc 46.197 -0,14 5.479 -0,78
2026-04-15 13F Alhambra Investment Partners LLC 3.145 -3,08 373 -3,88
2026-04-08 13F JGP Wealth Management, LLC 3.788 -18,50 449 -18,95
2026-01-22 13F Richardson Financial Services Inc. 200 1.900,00 13 1.200,00
2026-02-06 13F CFO4Life Group, LLC 50.689 -8,70 6.050 -8,83
2026-02-19 13F Atomi Financial Group, Inc. 35.057 1,30 4.184 1,19
2026-01-12 13F GenWealth Group, Inc. 7.992 -0,52 955 -0,52
2026-04-21 13F J.M. Arbour, LLC 5.419 37,43 643 36,60
2026-02-06 13F Global Retirement Partners, LLC 42.861 48,67 5.116 48,48
2026-02-17 13F Permanens Capital L.P. 16.508 5,85 1.970 5,74
2026-04-21 13F Delap Wealth Advisory, Llc 20.081 0,00 2.382 -0,63
2026-02-13 13F OpenArc Corporate Advisory, LLC 562.536 67.139
2026-02-04 13F One Day In July LLC 24.365 13,21 2.908 13,07
2026-04-24 13F Peoples Bank /oh 2.175 -74,13 258 -74,38
2026-04-15 13F Signature Estate & Investment Advisors Llc 19.992 -3,14 2.371 -3,74
2026-04-22 13F Cornerstone Wealth Group, LLC 3.556 -12,67 421 -13,20
2026-01-30 13F Aries Wealth Management 3.238 0,00 386 0,00
2026-04-14 13F SNS Financial Group, LLC 615.718 3,01 73.024 2,36
2026-02-04 13F LRI Investments, LLC 171 0,00 20 0,00
2026-02-17 13F Jones Financial Companies Lllp 92.595 33,62 11.051 33,66
2026-04-14 13F Northwest Wealth Management, Llc 3.922 -0,18 465 -0,64
2026-04-15 13F Atwood & Palmer Inc 13.900 -15,34 1.649 -15,88
2026-02-13 13F Ieq Capital, Llc 5.776 0,35 689 0,29
2026-02-17 13F Blueprint Investment Partners LLC 430.835 146,68 51.420 146,36
2025-11-10 13F Sigma Planning Corp 0 -100,00 0
2026-04-27 13F DSG Capital Advisors, LLC 49.973 12,80 5.927 12,15
2026-04-21 13F Maltin Wealth Management, Inc. 22.621 -13,12 2.683 -13,68
2026-04-22 13F Hoese & Co LLP 225.998 2,04 26.803 1,40
2026-01-23 13F Westside Investment Management, Inc. 85 0,00 10 0,00
2026-02-05 13F 1620 Investment Advisors, Inc. 811 1,38 97 1,05
2026-04-08 13F NorthCrest Asset Manangement, LLC 27.115 -10,67 3.207 -11,58
2026-02-02 13F Montag A & Associates Inc 2.676 406,82 319 406,35
2026-02-04 13F Dogwood Wealth Management LLC 44 131,58 5 150,00
2026-02-09 13F Cary Street Partner Investment Advisory Llc 29.116 38.721,33 3.475 43.325,00
2026-04-21 13F GHP Investment Advisors, Inc. 1.048 0,00 124 -0,80
2026-04-09 13F Tompkins Financial Corp 776 882,28 92 922,22
2026-04-17 13F United Advisor Group, LLC 1.965 233
2026-02-06 13F Gambit Capital Management, LLC 10.174 1.214
2025-11-17 13F Hershey Financial Advisers, LLC 0 -100,00 0 -100,00
2026-01-26 13F Whittier Trust Co 10.242 0,00 1.224 0,16
2026-01-30 13F Opus Capital Group, LLC 35.160 -1,34 4 0,00
2026-04-24 13F Royal Harbor Partners, LLC 0 -100,00 0
2026-01-23 13F Fortune Financial Advisors, LLC 26.432 0,37 3.155 0,22
2026-02-12 13F Wealthspire Advisors, LLC 3.852 9,87 460 9,55
2026-02-17 13F Advisory Services Network, LLC 42.712 -2,54 5.098 -2,67
2026-04-20 13F Pathfinder Wealth Consulting, Inc. 0 -100,00 0
2026-02-18 13F SkyView Investment Advisors, LLC 283.804 -4,17 34 -5,71
2026-02-09 13F Keating Financial Advisory Services, Inc. 731 87
2026-04-21 13F Welch Group, LLC 12.385 216,19 1.469 214,35
2026-02-13 13F Aptus Capital Advisors, LLC 12.311 -1,76 1.469 -1,87
2026-04-27 13F Truist Financial Corp 1.995.728 1,38 236.693 0,74
2026-02-06 13F Wrapmanager Inc 65.249 -3,38 7.787 -3,51
2026-04-15 13F PW Nova Financial Services LLC 2.283 19,22
2026-02-10 13F Latko Wealth Management, Ltd. 54.958 2,23 6.559 2,10
2026-02-17 13F Mercer Global Advisors Inc /adv 22.086 -11,90 2.636 -12,02
2025-11-10 13F Vestmark Advisory Solutions, Inc. 0 -100,00 0
2026-02-03 13F International Assets Investment Management, Llc 962 115
2026-02-11 13F Portfolio Design Labs, LLC 66.570 0,72 7.945 0,58
2026-02-17 13F Grantham, Mayo, Van Otterloo & Co. LLC 14.302 1.707
2026-02-09 13F Mmbg Investment Advisors Co. 18.860 149,14 2.251 148,89
2026-01-29 13F Concord Wealth Partners 18.871 2,58 2.252 2,46
2026-02-04 13F Cascades Capital Asset Management, LLC 34.588 11,87 4.128 11,75
2026-02-11 13F First American Trust, Fsb 170.910 20.398
2026-01-26 13F Cwm, Llc 92.320 36,03 11 37,50
2026-02-12 13F Betterment LLC 19.105 7,65 2 0,00
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