IJJ - iShares Trust - iShares S&P Mid-Cap 400 Value ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (ARCA)

iShares Trust - iShares S&P Mid-Cap 400 Value ETF
US ˙ ARCA ˙ US4642877058

Grundlæggende statistik
Institutionelle ejere 837 total, 837 long only, 0 short only, 0 long/short - change of 1,82% MRQ
Gennemsnitlig porteføljeallokering 0.2361 % - change of -2,21% MRQ
Institutionelle aktier (lange) 43.050.342 (ex 13D/G) - change of -0,86MM shares -1,97% MRQ
Institutionel værdi (lang) $ 5.516.086 USD ($1000)
Institutionelt ejerskab og aktionærer

iShares Trust - iShares S&P Mid-Cap 400 Value ETF (US:IJJ) har 837 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 43,050,342 aktier. Største aktionærer omfatter Morgan Stanley, Fmr Llc, Wells Fargo & Company/mn, Bank Of America Corp /de/, UBS Group AG, Envestnet Asset Management Inc, Pnc Financial Services Group, Inc., D.a. Davidson & Co., Cullen/frost Bankers, Inc., and LPL Financial LLC .

iShares Trust - iShares S&P Mid-Cap 400 Value ETF (ARCA:IJJ) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.

The share price as of March 30, 2026 is 129,41 / share. Previously, on March 31, 2025, the share price was 119,73 / share. This represents an increase of 8,08% over that period.

IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF Institutional Ownership
Fondens stemningsscore

Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.

Opdateringsfrekvens: Dagligt

Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.

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Institutionel Put/Call-forhold

Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.

Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.

IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF Historical Put/Call Ratio
13F og NPORT arkivering

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

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Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2025-10-30 13F Traub Capital Management LLC 0 -100,00 0
2026-02-10 13F Novak & Powell Financial Services, Inc. 13.121 -2,29 1.727 -0,86
2026-01-30 13F Axis Wealth Partners, LLC 19.414 25,97 2.555 27,76
2026-01-30 13F Sigma Planning Corp 19.079 -4,16 2.511 -2,79
2026-01-13 13F CoreCap Advisors, LLC 1.403 -9,43 185 -8,00
2026-01-28 13F Consolidated Planning Corp 1.880 -3,59 247 -1,98
2026-02-02 13F Ellis Investment Partners, LLC 86.651 -1,82 11.403 -0,40
2026-01-21 13F Balance Wealth, LLC 124.851 -50,30 16.429 -49,58
2026-02-12 13F Planning Project LLC 465 61
2026-01-27 13F TD Waterhouse Canada Inc. 40 0,00 5 0,00
2026-02-03 13F Sequoia Financial Advisors, LLC 31.680 -0,04 4.169 1,39
2026-02-05 13F Elyxium Wealth, LLC 777 102
2026-01-16 13F CRA Financial Services, LLC 2.697 0,00 355 1,43
2026-01-21 13F Cambridge Advisors Inc. 5.127 -0,39 675 1,05
2025-11-07 13F Synovus Financial Corp 7.767 1,52 1.009 6,55
2026-02-02 13F LMG Wealth Partners, LLC 62.459 5,66 8.219 7,19
2026-01-07 13F Henrickson Nauta Wealth Advisors, Inc. 2.086 285
2026-02-11 13F O'shaughnessy Asset Management, Llc 15.391 51,76 2.025 53,99
2026-02-11 13F Nuance Investments, Llc 4.639 610
2026-01-30 13F Keybank National Association/oh 181.526 -1,04 23.887 0,39
2026-02-03 13F Merrithew & Thorsten Inc 202 0
2026-01-30 13F Renasant Bank 5.994 -16,63 789 -15,45
2026-02-10 13F Ellevest, Inc. 1.590 -22,51 209 -21,43
2026-01-22 13F City Holding Co 844 24,30 111 26,14
2026-02-13 13F Smartleaf Asset Management LLC 780 26,21 104 30,38
2025-11-12 13F CIBC Bancorp USA Inc. 15.729 2.040
2026-02-02 13F Benjamin Edwards Inc 1.869 0,05 246 1,24
2026-02-05 13F Td Private Client Wealth Llc 17.425 27,61 2.293 29,42
2026-02-17 13F Prosperity Bancshares Inc 1.022 134
2026-02-18 13F First Citizens Bank & Trust Co 16.117 4,84 2.121 6,32
2026-01-08 13F Genesis Private Wealth, Llc 9.337 1.229
2026-01-20 13F Partners Wealth Management, Llc 4.294 0,00 565 1,44
2026-02-02 13F Equitable Trust Co 2.632 0,00 346 1,47
2026-01-07 13F Harbor Investment Advisory, Llc 12.658 102,14 1.666 105,05
2026-01-28 13F Retirement Planning Co of New England, Inc. 1.815 -14,18 239 -13,14
2026-01-14 13F Romano Brothers And Company 2.965 24,32 390 26,21
2026-01-15 13F Ironwood Financial, llc 40.911 -4,71 5.625 0,99
2026-02-10 13F Zhang Financial LLC 2.825 4,78 372 6,30
2026-01-15 13F Nikulski Financial, Inc. 23.078 -7,79 3.037 -6,47
2026-01-23 13F Carnegie Capital Asset Management, LLC 2.339 0,04 308 1,32
2026-02-10 13F BKD Wealth Advisors, LLC 0 -100,00 0
2026-02-06 13F Tortoise Investment Management, LLC 0 -100,00 0
2026-02-05 13F Thrivent Financial For Lutherans 49.700 8,43 7 20,00
2026-02-18 13F Caitlin John, LLC 217 0,00 29 0,00
2026-02-03 13F Bokf, Na 268.394 -14,29 35.318 -13,05
2026-02-13 13F Resources Management Corp /ct/ /adv 50 0,00 0
2026-02-10 13F Envestnet Asset Management Inc 1.861.538 -5,44 244.960 -4,07
2026-02-17 13F Russell Investments Group, Ltd. 2.259 -5,16 297 -3,57
2025-11-17 13F IMS Capital Management 1.646 0,00 214 4,93
2026-01-27 13F Regions Financial Corp 77.375 -0,79 10.182 0,63
2025-10-30 13F Twin Peaks Wealth Advisors, LLC 0 -100,00 0
2026-02-11 13F Deutsche Bank Ag\ 222 29
2026-01-26 13F Hixon Zuercher, LLC 1.600 0,00 211 1,45
2026-01-16 13F Piscataqua Savings Bank 474 0,00 62 1,64
2026-02-06 13F Envestnet Portfolio Solutions, Inc. 65.555 -1,98 8.626 -0,56
2026-02-10 13F Anchor Capital Advisors Llc 9.801 77,23 1.290 79,78
2026-01-28 13F Kingswood Wealth Advisors, Llc 2.192 -3,01 288 -1,71
2026-02-17 13F Captrust Financial Advisors 62.322 2,47 8.201 3,94
2026-01-21 13F Capital Advisors, Ltd. LLC 112.512 -0,47 15 0,00
2026-02-10 13F Baker Avenue Asset Management, LP 1.629 0,00 214 1,42
2026-02-23 13F Wealth Preservation Advisors, LLC 2.479 0,00 326 1,56
2026-01-29 13F Northern Oak Wealth Management Inc 99.470 -4,54 13.089 -3,16
2025-10-22 13F West Paces Advisors Inc. 0 -100,00 0 -100,00
2026-02-13 13F Ubs Asset Management Americas Inc 3.363 443
2026-01-12 13F Beacon Financial Strategies CORP 98 13
2026-01-13 13F Mayflower Financial Advisors, LLC 2.866 -1,92 377 -0,53
2026-02-24 13F MidFirst Bank 54.993 7.237
2026-01-23 13F Ritholtz Wealth Management 2.406 0,00 317 1,28
2026-02-03 13F NewEdge Wealth, LLC 1.602 211
2026-01-21 13F Hudson Capital Management LLC 44.774 1,18 5.892 2,63
2026-02-05 13F Bank Julius Baer & Co. Ltd, Zurich 4.176 550
2026-02-12 13F Founders Financial Alliance, LLC 409 -25,09 54 -24,29
2026-01-22 13F Glass Jacobson Investment Advisors llc 27.711 -1,42 3.646 0,00
2026-02-11 13F Milestone Investment Advisors LLC 669 0,00 88 1,16
2026-02-05 13F Plante Moran Financial Advisors, LLC 1.251 142,91 165 148,48
2026-02-10 13F One Capital Management, LLC 19.260 -53,91 2.534 -53,26
2026-02-04 13F Liberty Wealth Management Llc 3.738 0,59 492 1,87
2026-01-20 13F Steel Peak Wealth Management LLC 0 -100,00 0
2026-01-30 13F Oakworth Capital, Inc. 1.248 0,00 164 1,86
2025-10-09 13F Whalen Wealth Management Inc. 0 -100,00 0
2026-01-27 13F WealthCollab, LLC 284 0,00 37 2,78
2026-02-12 13F Summit Financial, LLC 53.001 9,95 6.974 11,53
2026-02-06 13F Pnc Financial Services Group, Inc. 1.340.643 1,68 176.415 3,15
2026-03-04 13F Rehmann Capital Advisory Group 237.719 4,60 31.535 6,92
2026-01-20 13F Park Capital Management, LLC / WI 4.859 639
2026-02-04 13F Mascoma Wealth Management LLC 873 0,00 115 0,88
2026-02-27 13F Arwa Llc 3.823 503
2026-02-12 13F Litman Gregory Asset Management LLC 313 41
2026-02-13 13F Pacific Center for Financial Services 220 0,00 29 0,00
2026-03-26 13F Merited Wealth, LLC 412 54
2026-02-17 13F Stokes Family Office, LLC 19.433 -3,51 2.557 -2,11
2026-01-27 13F Jackson, Grant Investment Advisers, Inc. 1.438 0,63 189 2,16
2026-02-03 13F Legacy Wealth Managment, LLC/ID 0 -100,00 0
2026-01-21 13F Greenleaf Trust 50.933 -0,72 6.702 0,71
2026-01-14 13F Prosperity Planning, Inc. 23.837 3,98 3.137 5,48
2026-01-21 13F Cooke Wealth Management, LLC 20.940 2.889
2026-01-26 13F Thomasville National Bank 5.454 0,00 718 1,41
2026-02-19 13F Birchwood Financial Partners, Inc. 458 60
2026-02-02 13F Chung Wu Investment Group, LLC 32 0,00 4 0,00
2026-01-14 13F Moisand Fitzgerald Tamayo, LLC 78 0,00 10 0,00
2026-01-05 13F Burkett Financial Services, Llc 509 0,39 67 3,08
2026-01-21 13F Perfromance Wealth Partners, LLC 4.649 0,52 612 2,00
2026-02-13 13F Cornerstone Financial Management LLC 410 54
2026-02-17 13F Warren Averett Asset Management, LLC 39.706 -0,00 5.225 1,44
2026-02-02 13F Reynders McVeigh Capital Management, LLC 2.600 0,00 0
2026-02-10 13F Operose Advisors LLC 17.756 0,00 2.337 1,43
2026-01-23 13F Halbert Hargrove Global Advisors, Llc 155 0,00 20 0,00
2026-02-02 13F Qrg Capital Management, Inc. 6.716 14,20 884 15,88
2026-01-22 13F Rodgers & Associates, LTD 13.859 0,47 1.824 1,90
2025-11-06 13F Rhumbline Advisers 0 -100,00 0
2026-02-02 13F Astra Wealth Partners LLC 30.063 1,36 3.956 2,83
2026-02-09 13F Allium Financial Advisors, Llc 2.658 -4,32 350 -3,06
2025-10-08 13F Country Club Bank /gfn 3.055 -19,71 395 -15,96
2026-01-26 13F Old Point Trust & Financial Services N A 1.062 0,00 140 1,46
2026-01-13 13F IFG Advisors, LLC 4.007 0,02 527 1,54
2026-02-12 13F StoneX Group Inc. 27.929 -32,95 3.675 -31,98
2026-01-28 13F Old National Bancorp /in/ 17.207 -1,18 2.264 0,27
2026-02-02 13F SNS Financial Group, LLC 22.081 -2,17 2.906 -0,75
2026-02-17 13F Wiley Bros.-aintree Capital, Llc 17.338 34,64 2.281 36,59
2026-01-16 13F Bay Capital Advisors, LLC 5.797 0,00 763 1,46
2026-01-30 13F Laurel Wealth Advisors LLC 1.354 178
2026-01-12 13F Heartwood Wealth Advisors LLC 2.928 0,00 385 1,58
2026-02-09 13F King Wealth 33.834 -2,21 4 0,00
2026-02-06 13F Global Retirement Partners, LLC 6.615 -0,47 870 0,93
2026-02-13 13F Alerus Financial Na 1.256 0,00 165 1,85
2026-01-29 13F UBS Group AG 2.139.665 -0,68 281.559 0,75
2026-02-03 13F Emerald Investment Partners, Llc 8.425 10,19 1.109 11,81
2026-02-10 13F/A Northwestern Mutual Wealth Management Co 633.518 0,93 83.365 2,38
2026-02-10 13F Peapack Gladstone Financial Corp 2.024 -12,00 0
2026-01-13 13F Team Financial Group, LLC 136 0,74 18 0,00
2026-02-11 13F SOUTH STATE Corp 3.909 -2,49 514 -1,15
2026-02-11 13F Pettyjohn, Wood & White, Inc 2.764 0,00 364 1,40
2026-01-27 13F Fortitude Financial, LLC 0 -100,00 0
2026-02-17 13F Bank Of America Corp /de/ 2.372.659 0,12 312.218 1,56
2026-01-15 13F Brookstone Capital Management 2.235 -5,06 294 -3,61
2026-02-11 13F Cerity Partners LLC 229.945 0,43 30.259 1,88
2026-02-09 13F Smith Chas P & Associates Pa Cpas 34.630 9,62 4.557 11,18
2026-01-27 13F Clark Asset Management, LLC 1.684 0,00 222 1,38
2026-01-29 13F Vanguard Group Inc 6.727 1,54 885 3,03
2026-02-11 13F Paragon Private Wealth Management, LLC 0 -100,00 0
2026-02-02 13F CX Institutional 365 0,55 0
2026-01-26 13F Quadrant Private Wealth Management, LLC 18.014 0,00 2.370 1,46
2026-02-10 13F Argent Trust Co 3.150 0,00 415 1,47
2026-02-17 13F Townsend Financial Planning, LLC 2.466 325
2025-11-14 13F Mount Yale Investment Advisors, LLC 0 -100,00 0 -100,00
2026-01-28 13F Cornerstone Advisory, LLC 14.000 0,00 1.842 1,43
2026-01-26 13F Phillips Financial Management, Llc 11.727 -0,19 1.543 1,25
2025-10-27 13F Smith Shellnut Wilson Llc /adv 15.852 -4,01 2.056 0,78
2026-02-11 13F Aufman Associates Inc 1.864 0,00 245 1,66
2026-01-12 13F Schaper Benz & Wise Investment Counsel Inc/wi 4.502 0,00 592 1,54
2026-01-14 13F Guardian Financial Partners, LLC 2.262 298
2026-02-06 13F Motco 2.054 0,00 270 1,50
2026-02-11 13F First Command Advisory Services, Inc. 4.387 -4,88 577 -3,51
2026-01-06 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 16.459 0,08 2.166 1,50
2026-01-14 13F Goelzer Investment Management, Inc. 31.027 -10,25 4.083 -8,97
2026-02-05 13F First Citizens Asset Management, Inc. 5.358 0,24 705 1,73
2026-02-17 13F Campion Asset Management LLC 25.271 -3,49 3.325 -2,09
2026-01-27 13F Novem Group 40.386 1,82 5.314 3,28
2026-02-02 13F CENTRAL TRUST Co 934 16,17 123 17,31
2026-01-29 13F Simon Quick Advisors, Llc 8.924 -14,39 1.174 -13,17
2026-01-29 13F Courier Capital Llc 243.878 1,19 32.092 2,65
2026-02-05 13F Berman McAleer LLC 12.719 -2,34 1.674 -0,95
2026-02-17 13F Glenmede Trust Co Na 18.148 -4,56 2.388 4,92
2026-01-21 13F Albion Financial Group /ut 775 0,00 102 1,00
2026-02-13 13F Parkside Financial Bank & Trust 2.978 0,00 392 1,30
2026-01-23 13F Inlight Wealth Management, LLC 2.800 0,00 368 1,38
2025-10-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 0 -100,00 0
2026-02-11 13F Cookson Peirce & Co Inc 4.022 -0,40 529 1,15
2026-01-15 13F Royal Fund Management, LLC 2.574 339
2026-02-17 13F Pacific Financial Group Inc 11.031 -2,35 1.452 -0,96
2026-02-06 13F Clientfirst Wealth Management, LLC 2.258 0,00 297 1,71
2026-01-27 13F Davidson Trust Co 7.047 2,13 928 3,58
2026-02-17 13F Cardiff Park Advisors, Llc 8.845 -1,35 1.164 0,00
2026-02-13 13F Level Four Advisory Services, Llc 34.637 2,83 4.558 4,30
2026-02-13 13F Niles Investment Management, LLC 4.999 658
2026-01-30 13F Archer Investment Corp 97 -18,49 13 -20,00
2026-01-12 13F Fiduciary Financial Group, Llc 3.429 0,00 451 1,58
2026-01-13 13F Triangle Securities Wealth Management 4.255 2,78 560 4,10
2026-02-04 13F Valeo Financial Advisors, LLC 2.476 25,18 326 26,95
2026-01-23 13F Legacy Bridge, LLC 1.185 0,00 156 1,31
2026-02-10 13F Evolution Wealth Management Inc. 47 0,00 6 0,00
2026-02-18 13F EP Wealth Advisors, Inc. 12.866 0,68 1.693 7,22
2026-01-08 13F NorthCrest Asset Manangement, LLC 30.332 -3,02 4.092 0,84
2026-01-26 13F JNBA Financial Advisors 35.375 0,69 4.655 2,15
2026-02-26 13F BDFS Capital LLC 2.925 385
2026-01-22 13F Vicus Capital 12.165 1,00 1.601 2,43
2026-01-28 13F Ramiah Investment Group 24.201 -9,69 3.185 -8,40
2026-02-02 13F FSA Advisors, Inc. 2.032 0,00 267 1,52
2026-02-03 13F Wesbanco Bank Inc 7.884 46,03 1.037 48,14
2026-01-28 13F Clarity Financial LLC 3.075 0,00 405 1,51
2026-02-09 13F Huntington National Bank 6.248 40,32
2026-01-06 13F Ransom Advisory, Ltd 3 0
2026-02-06 13F Insight Inv LLC 3.141 -11,30 413 -10,02
2026-02-13 13F Wells Fargo & Company/mn 3.526.174 -3,12 464.009 -1,73
2025-10-27 13F PBMares Wealth Management LLC 2.753 3,38 357 8,51
2026-01-12 13F Holland Advisory Services, Inc. 1.625 0,06 214 1,43
2026-02-09 13F Harbour Investments, Inc. 1.600 0,50 211 1,94
2026-01-29 13F Comerica Bank 88.866 -6,39 11.694 -5,04
2026-01-21 13F Clayton Financial Group LLC 1.527 96,78 201 100,00
2026-02-12 13F Hm Payson & Co 1.367 0,00 180 1,13
2026-02-10 13F IFG Advisory, LLC 5.471 720
2026-01-29 13F Dunhill Financial, LLC 187 0,54 25 0,00
2026-02-09 13F Coldstream Capital Management Inc 24.232 1,27 3.189 2,71
2026-01-28 13F Cranbrook Wealth Management, LLC 29.946 -1,50 3.941 -0,08
2026-01-12 13F Daymark Wealth Partners, Llc 8.703 -1,32 1.145 0,09
2026-01-20 13F Toth Financial Advisory Corp 221 29
2026-02-12 13F Colonial Trust Co / SC 623 0,00 82 1,25
2026-01-26 13F Main Street Group, LTD 0 -100,00 0
2026-02-02 13F Ashton Thomas Securities, Llc 0 -100,00 0
2026-01-16 13F Ronald Blue Trust, Inc. 2.192 93,30 288 95,92
2026-01-26 13F Provenance Wealth Advisors, LLC 516 0,00 68 1,52
2026-02-05 13F Mesirow Financial Investment Management, Inc. 66.540 -65,42 8.756 -64,92
2026-01-05 13F First Hawaiian Bank 23.683 -11,23 3.116 -9,94
2025-11-14 13F Jane Street Group, Llc 0 -100,00 0 -100,00
2026-02-12 13F BRYN MAWR TRUST Co 296.166 -4,13 38.972 -2,75
2026-01-14 13F First County Bank /CT/ 1.969 0,00 259 1,57
2026-02-03 13F D.B. Root & Company, LLC 45.255 1.020,45 5.955 1.038,62
2026-02-10 13F Close Asset Management Ltd 3.741 0,00 0
2026-02-09 13F Clear Investment Research, Llc 0 -100,00 0
2026-02-12 13F Umpqua Bank 19.816 4,37 2.608 5,98
2026-02-23 13F Mv Capital Management, Inc. 4.027 0,00 530 6,44
2026-01-21 13F Signature Resources Capital Management, LLC 192 -30,94 25 -30,56
2026-02-09 13F Community Bank & Trust, Waco, Texas 2.098 0,00 0
2026-02-13 13F Integrated Wealth Concepts LLC 3.053 -12,19 402 -11,09
2026-01-23 13F Meridian Financial, LLC 6.487 -2,26 854 -0,81
2026-02-03 13F McIlrath & Eck, LLC 17 0,00 2 0,00
2026-02-10 13F Murphy & Mullick Capital Management Corp 386 0,00 51 0,00
2026-02-10 13F DT Investment Partners, LLC 2.000 0,00 263 1,54
2026-01-30 13F Exencial Wealth Advisors, Llc 2.337 3,96 308 5,50
2026-02-04 13F Meridian Wealth Management, LLC 4.925 -0,20 648 1,25
2026-01-21 13F Sowell Financial Services LLC 15.335 15,94 2.018 17,61
2026-02-09 13F Atlantic Trust, LLC 920 0,00 121 1,68
2026-02-06 13F Cullen/frost Bankers, Inc. 831.369 -0,42 109.400 1,02
2026-01-28 13F EPG Wealth Management LLC 4.571 0,48 601 1,86
2026-02-10 13F Lido Advisors, LLC 164.394 4,45 21.381 4,72
2026-02-03 13F Cassaday & Co Wealth Management LLC 98.594 -0,20 12.974 1,24
2026-01-29 13F Nbc Securities, Inc. 2.000 6,33 263 7,79
2026-02-06 13F Vestmark Advisory Solutions, Inc. 143.493 9,03 18.882 10,60
2025-10-06 13F Trust Co 0 -100,00 0
2026-02-17 13F Creative Planning 219.208 -1,12 28.846 0,30
2026-01-22 13F Christensen, King & Associates Investment Services, Inc. 1.676 -0,53 221 0,92
2026-01-23 13F Capital Investment Counsel, Inc 266 35
2025-11-12 13F Fund Evaluation Group, LLC 0 -100,00 0
2026-02-02 13F Robertson Stephens Wealth Management, LLC 5.564 1,44 732 2,95
2026-02-12 13F Vickerman Investment Advisors, Inc. 2.138 0,00 281 1,44
2026-01-14 13F Neumann Capital Management, LLC 26.924 -0,69 3.543 0,74
2026-02-04 13F Washington Trust Bank 3.042 0,00 400 1,52
2026-01-09 13F First Heartland Consultants, Inc. 2.165 -6,88 285 -5,65
2026-01-09 13F Montecito Bank & Trust 4.490 -0,66 591 0,68
2026-01-16 13F Heck Capital Advisors, LLC 21.901 -11,05 2.882 -9,77
2026-02-11 13F Tiaa Trust, National Association 8.881 -2,73 1.169 -1,35
2026-01-14 13F Eastern Bank 0 -100,00 0
2026-01-29 13F Quent Capital, LLC 401 0,00 53 0,00
2026-02-17 13F Tower Research Capital LLC (TRC) 0 -100,00 0
2026-02-11 13F Zions Bancorporation, National Association /ut/ 92 0,00 12 9,09
2026-02-03 13F Sigma Investment Counselors Inc 3.482 0,00 458 1,55
2026-02-06 13F Larson Financial Group LLC 2.384 -19,19 314 -18,06
2026-02-17 13F Westwood Holdings Group Inc 1.770 0,00 233 0,87
2026-02-13 13F Total Wealth Planning, Llc 0 -100,00 0
2026-01-09 13F Friday Financial 1.724 0,00 227 1,35
2026-01-29 13F UMA Financial Services, Inc. 1.171 0,00 154 1,99
2025-10-30 13F RMG Wealth Management LLC 0 -100,00 0
2026-02-11 13F Buckingham Strategic Partners 5.322 -2,01 700 -0,43
2026-01-22 13F Ifrah Financial Services, Inc. 39.380 -0,05 5.182 1,39
2026-01-23 13F Sage Mountain Advisors LLC 1.338 0,00 176 1,73
2025-11-06 13F Financial Advocates Investment Management 0 -100,00 0
2026-01-09 13F Pacifica Partners Inc. 115 0,00 15 7,14
2026-02-17 13F Main Street Financial Solutions, LLC 4.256 0,00 560 1,45
2026-01-15 13F Nilsine Partners, LLC 2.870 0,00 378 1,34
2026-02-17 13F Risk Paradigm Group, LLC 0 -100,00 0
2026-01-14 13F Matthew Goff Investment Advisor, LLC 6.436 -3,29 847 -1,97
2026-02-13 13F Capital Square, LLC 2.644 0,00 348 1,46
2026-02-10 13F Savant Capital, LLC 7.116 -3,03 936 -1,58
2026-03-04 13F Compass Financial Group, Inc. (Ohio) 8.614 1.134
2026-01-21 13F Townsend Asset Management Corp /nc/ /adv 725 0,00 95 1,06
2026-01-27 13F Sage Financial Group Inc 3.329 0,27 438 1,86
2026-02-17 13F First Commonwealth Financial Corp /pa/ 3.198 0,00 421 1,45
2026-02-26 13F Anchor Investment Management, LLC 165 0,00 22 0,00
2026-01-12 13F Rialto Wealth Management, LLC 382 0,00 50 2,04
2026-01-15 13F apricus wealth, LLC 5.114 74,90 673 77,31
2026-01-20 13F Stratos Wealth Partners, LTD. 9.050 0,18 1.191 1,62
2026-02-06 13F Associated Banc-corp 44.191 -11,08 5.815 -9,80
2026-02-09 13F MSH Capital Advisors LLC 4.725 0,00 622 1,47
2026-02-17 13F LaSalle St. Investment Advisors, LLC 1.908 0,47 0
2026-02-09 13F Key FInancial Inc 1.370 -10,10 180 -9,09
2026-03-16 13F Bank of New Hampshire 53 10,42 7 0,00
2026-01-29 13F Financial Life Planners 0 -100,00 0
2026-01-29 13F D.a. Davidson & Co. 1.053.108 4,45 138.579 5,95
2026-01-16 13F PFS Partners, LLC 1.527 0,79 201 2,04
2026-01-30 13F Strategic Blueprint, LLC 4.999 -2,04 658 -0,61
2026-02-06 13F Signature Estate & Investment Advisors Llc 36.272 -1,96 4.773 -0,54
2026-02-17 13F Fmr Llc 3.810.605 7,46 501.437 9,01
2026-02-09 13F Prospera Financial Services Inc 6.719 -86,61 886 -86,41
2026-02-05 13F AlphaCore Capital LLC 165.351 5.244,25 21.759 5.325,94
2026-01-20 13F SOA Wealth Advisors, LLC. 11.890 -7,72 1.565 -6,40
2026-02-11 13F LTG Capital LLC 28.545 -0,95 3.756 0,48
2026-01-28 13F Alesco Advisors Llc 27.633 0,13 3.636 1,59
2026-02-12 13F Connecticut Wealth Management, LLC 0 -100,00 0
2026-01-20 13F Sanibel Captiva Trust Company, Inc. 1.715 0,00 226 1,35
2026-01-27 13F Lodestar Private Asset Management Llc 5.127 -0,06 675 1,35
2026-01-22 13F Charter Trust Co 1.905 -0,94 251 0,40
2026-02-12 13F Brightwater Advisory LLC 32.989 -0,23 4.341 1,21
2025-11-12 13F Creekmur Asset Management LLC 130 0,00 17 0,00
2026-01-28 13F Kanawha Capital Management Llc 5.053 -4,28 665 -2,92
2026-01-14 13F ORG Partners LLC 0 -100,00 0
2026-01-22 13F Willis Johnson & Associates, Inc. 245.229 -27,26 32.270 -26,21
2026-01-23 13F Oxler Private Wealth LLC 18.039 -0,44 2.374 0,98
2026-01-22 13F Mechanics Financial Corp 1.008 0,00 133 1,54
2026-02-04 13F Tsfg, Llc 424 0,00 0
2026-01-21 13F MBL Wealth, LLC 1.750 0,00 230 1,32
2025-10-15 13F Stephens Consulting, LLC 0 -100,00 0 -100,00
2026-01-28 13F Investmark Advisory Group LLC 1.719 -0,12 226 1,35
2026-02-10 13F TAGStone Capital, Inc. 8.355 0,61 1.099 2,04
2026-02-17 13F BTG Pactual Asset Management US LLC 0 -100,00 0
2026-02-18 13F Sierra Capital LLC 32.744 0,08 4 0,00
2026-02-13 13F Colony Group, LLC 130.618 9,26 17.188 10,83
2026-02-18 13F GWM Advisors LLC 0 -100,00 0
2025-10-27 13F Farmers & Merchants Trust Co of Chambersburg PA 0 -100,00 0
2026-01-30 13F AMG National Trust Bank 8.843 0,00 1.164 1,39
2025-10-27 13F Stephens Inc /ar/ 0 -100,00 0 -100,00
2026-01-15 13F Lewis Asset Management, LLC 2.750 0,00 362 1,40
2026-02-12 13F Keel Point, LLC 10.657 0,00 1.402 1,45
2026-02-11 13F Janney Montgomery Scott LLC 42.875 -0,93 6 0,00
2026-01-20 13F Independence Bank of Kentucky 5.828 0,00 767 1,32
2026-02-13 13F MAI Capital Management 329.790 0,99 43.397 2,45
2026-02-10 13F JMG Financial Group, Ltd. 7.771 7,69 1.023 9,19
2026-02-04 13F Topsail Wealth Management, LLC 3.660 0,00 482 1,48
2025-10-17 13F Valley Forge Investment Consultants Inc Adv 0 -100,00 0
2026-01-12 13F Perkins Coie Trust Co 0 -100,00 0
2026-02-12 13F Tripletail Wealth Management, LLC 0 -100,00 0
2026-01-27 13F Belpointe Asset Management LLC 3.245 0,00 427 1,67
2026-01-26 13F Milestones Private Investment Advisors LLC 2.531 0,00 333 1,52
2026-02-12 13F IFC & Insurance Marketing, Inc. 12 0
2026-03-05 13F Gunpowder Capital Management, LLC dba Oliver Wealth Management 206 27
2026-02-06 13F Csenge Advisory Group 37.968 -2,73 4.996 -1,32
2026-02-17 13F Raymond James Financial Inc 796.195 -8,19 104.771 -6,86
2026-02-12 13F Triumph Capital Management 428 0,47 56 1,82
2026-01-27 13F Richards, Merrill & Peterson, Inc. 3.064 0,00 403 1,51
2026-01-30 13F Chapin Davis, Inc. 1.949 0,00 256 1,59
2026-01-12 13F Abound Wealth Management 469 0,00 62 1,67
2026-01-28 13F Confluence Wealth Services, Inc. 2.478 0,00 326 1,56
2026-01-27 13F PFG Advisors 3.641 -16,72 479 -15,52
2025-11-13 13F Total Investment Management Inc 0 -100,00 0
2026-01-23 13F Valley National Advisers Inc 2.320 0
2026-01-09 13F Dopkins Wealth Management, Llc 1.732 0,00 228 1,34
2025-10-08 13F Patriot Financial Group Insurance Agency, LLC 0 -100,00 0
2026-02-10 13F Godfrey Financial Associates, Inc. 46 6
2026-02-04 13F Pensionmark Financial Group, Llc 255.860 18,98 33.628 20,55
2026-02-09 13F Bellwether Advisors, LLC 2.493 12,65 328 14,29
2026-01-21 13F Petra Financial Advisors Inc 2.150 0,00 283 1,44
2026-02-09 13F Bleakley Financial Group, LLC 35.990 2,59 4.736 4,07
2026-01-23 13F Assetmark, Inc 1.184 6,86 156 8,39
2026-02-10 13F Thompson Siegel & Walmsley Llc 22.306 610,83 3
2026-02-13 13F Arete Wealth Advisors, LLC 1.550 -1,08 0
2026-02-06 13F Yanni & Associates Investment Advisors, LLC 4.400 579
2026-02-11 13F LPL Financial LLC 798.608 1,29 105.089 2,75
2026-02-13 13F Centerpoint Advisors, LLC 32.279 -1,09 4 0,00
2025-11-13 13F GeoWealth Management, LLC 0 -100,00 0
2026-02-02 13F Opes Wealth Management LLC 16.971 0,00 2.233 1,45
2026-02-12 13F Wedbush Securities Inc 3.592 -1,29 0
2026-02-17 13F Centennial Bank/AR/ 475 0,00 63 1,64
2026-01-14 13F McMahon Financial Advisors, LLC 49.543 5,64 6.519 7,17
2026-02-04 13F Western Pacific Wealth Management, LP 668 0,00 88 1,16
2026-02-23 13F Beaird Harris Wealth Management, LLC 37 0,00 5 0,00
2026-02-10 13F Texas Yale Capital Corp. 112.119 0,00 14.754 1,44
2026-02-11 13F VeraBank, N.A. 2.417 0,00 318 1,60
2026-01-20 13F Fundamentun, Llc 4.913 0,43 647 1,89
2026-01-29 13F S.A. Mason LLC 880 0,00 116 0,88
2026-02-13 13F Clarity Asset Management, Inc. 2.433 0,58 320 2,24
2026-02-09 13F Texas Capital Bank Wealth Management Services Inc 9.844 0,00 1.295 1,49
2026-02-13 13F Financial Freedom, LLC 288 0,00 38 0,00
2026-01-12 13F Accelerate Investment Advisors LLC 1.859 0,22 245 1,67
2026-02-17 13F Strive Financial Group ,LLC 97 13
2026-02-04 13F Nwam Llc 9.657 -1,48 1.289 1,26
2026-02-02 13F Holistic Planning, LLC 3.254 -12,31 428 -11,02
2026-01-14 13F Wealthcare Advisory Partners LLC 3.664 -8,24 482 -6,95
2026-01-09 13F Cambridge Financial Group, LLC 6.734 5,48 849 2,54
2026-02-02 13F PKS Advisory Services, LLC 4.929 -5,34 649 -4,00
2026-01-29 13F Advisors Capital Management, LLC 1.807 -23,01 238 -22,04
2026-01-30 13F Us Bancorp \de\ 68.915 -3,08 9.077 -1,68
2026-02-13 13F Pin Oak Investment Advisors Inc 42 0,00 0 -100,00
2026-02-05 13F HighMark Wealth Management LLC 9.264 -0,25 1.219 1,25
2026-02-17 13F Cresset Asset Management, LLC 6.289 0,75 828 2,22
2026-01-27 13F Sterling Financial Planning, Inc. 152.975 3,45 20.130 4,94
2026-01-15 13F Fortitude Family Office, LLC 112 15
2026-01-20 13F Princeton Global Asset Management LLC 300 0,00 39 2,63
2026-02-05 13F Mission Wealth Management, Lp 6.567 38,49 864 40,49
2026-02-10 13F MidAtlantic Capital Management, Inc. 10.437 -0,04 1.373 1,40
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-01-26 13F Northwest Capital Management Inc 0 -100,00 0
2025-11-12 13F Cobblestone Capital Advisors Llc /ny/ 4.069 -2,63 528 2,13
2026-01-22 13F Harwood Advisory Group, LLC 138 0,00 18 5,88
2026-02-17 13F Equitable Holdings, Inc. 16.553 -78,80 2.178 -78,49
2026-02-13 13F Pinnacle Wealth Planning Services, Inc. 337 44
2026-01-28 13F Absher Wealth Management, Llc 0 -100,00 0
2026-02-10 13F Founders Financial Securities Llc 2.743 -4,36 361 -3,23
2026-02-17 13F/A Vance Wealth, Inc. 16.746 -5,64 2.204 -4,30
2026-01-14 13F Wolff Wiese Magana Llc 440 -6,38 58 -5,00
2026-01-30 13F Kohmann Bosshard Financial Services, LLC 6.350 0,00 836 1,46
2026-01-15 13F MEMBERS Trust Co 24.069 -5,83 3.167 -4,46
2026-01-27 13F Stordahl Capital Management, Inc. 17.424 1,10 2.293 2,55
2026-02-06 13F IFP Advisors, Inc 54.249 3,18 7.139 4,66
2026-01-13 13F Presilium Private Wealth, Llc 10.415 2,11 1.371 3,55
2026-01-28 13F Chicago Partners Investment Group LLC 12.114 0,22 1.673 6,63
2026-02-05 13F High Note Wealth, LLC 851 0,00 112 0,91
2026-01-23 13F DHJJ Financial Advisors, Ltd. 798 0,00 105 1,94
2026-02-03 13F Orion Capital Management LLC 200 0,00 26 4,00
2026-02-17 13F NorthRock Partners, LLC 1.751 0,06 230 1,32
2026-02-17 13F Cape Investment Advisory, Inc. 2.934 386
2026-01-07 13F Massmutual Trust Co Fsb/adv 6.580 -10,43 866 -9,14
2026-02-12 13F Commonwealth Equity Services, Llc 251.428 -4,20 33.085 97.208,82
2026-02-17 13F Pinnacle Family Advisors, LLC 5.203 -0,55 685 0,88
2025-10-24 13F Hemington Wealth Management 0 -100,00 0
2026-01-23 13F Blankinship & Foster, LLC 2.123 0,00 279 1,45
2026-02-04 13F Rockbridge Investment Management, LCC 4.566 0,00 601 1,35
2026-01-30 13F Citizens Financial Group Inc/ri 7.938 -6,91 1.045 -5,61
2026-02-18 13F Financial Advisory Service, Inc. 8.489 0,64 1.117 2,10
2026-01-22 13F Pinnacle Bancorp, Inc. 14.124 0,00 1.859 1,42
2026-02-14 13F POM Investment Strategies, LLC 16.829 5,56 2.215 7,11
2026-02-13 13F Citigroup Inc 7.614 -65,56 1.002 -65,09
2026-01-14 13F Jfs Wealth Advisors, Llc 48.175 -1,63 6.339 -0,20
2026-02-09 13F Weinberger Asset Management, Inc 5.231 -3,52 688 -2,13
2026-01-30 13F American Financial & Tax Strategies Inc 4.881 0,00 642 1,42
2026-02-02 13F Millstone Evans Group, LLC 753 0,00 99 2,06
2026-02-03 13F RFG Advisory, LLC 6.068 0,51 798 1,92
2026-01-15 13F Fifth Third Wealth Advisors LLC 33.041 -8,90 4.348 -7,59
2026-02-17 13F Van Den Berg Management I, Inc 12 2
2026-02-10 13F MainStreet Investment Advisors LLC 6.580 -0,12 866 1,29
2026-01-30 13F Wagner Wealth Management, Llc 2.650 349
2026-02-13 13F Innovative Wealth Building LLC 7.741 -3,41 1.019 -2,02
2026-02-09 13F Fidelis Capital Partners, LLC 1.832 -12,64 241 -11,40
2026-02-12 13F Ironsides Asset Advisors, LLC 4.000 0,00 526 1,54
2026-01-07 13F Harbour Capital Advisors, LLC 6.080 0,00 809 2,53
2026-02-06 13F Griffin Asset Management, Inc. 6.252 -4,01 823 -2,61
2026-01-29 13F Dumont & Blake Investment Advisors Llc 17.866 -2,48 2 -99,92
2026-02-14 13F American Trust 13.421 5,81 1.766 7,36
2026-01-13 13F Mather Group, Llc. 2.195 6,86 289 8,27
2026-01-29 13F Quadcap Wealth Management, LLC 2.064 2,94 272 4,23
2026-02-05 13F Avantax Planning Partners, Inc. 4.446 -0,69 585 0,86
2026-01-20 13F American National Bank 402 0,00 53 0,00
2026-02-13 13F Veridan Wealth LLC 0 -100,00 0
2026-02-05 13F Aspire Growth Partners LLC 7.926 4,23 1.043 5,78
2026-02-05 13F Western Wealth Management, LLC 2.677 31,81 352 33,84
2026-02-17 13F Aqr Capital Management Llc 13.516 56,27 1.779 58,61
2026-01-12 13F Heritage Family Offices, LLP 2.271 0,62 299 2,05
2026-02-12 13F Rossby Financial, LCC 23 -32,35 3 -25,00
2026-02-12 13F BlackRock, Inc. 53.350 14,69 7.020 16,36
2026-03-04 13F SHP Wealth Management 134 18
2026-02-14 13F Howe & Rusling Inc 170 3,66 22 4,76
2026-02-17 13F Northern Trust Corp 672.413 -0,48 88.483 0,96
2026-01-13 13F FC Advisory LLC 5.302 0,44 698 1,90
2026-01-15 13F Allspring Global Investments Holdings, LLC 6.482 394,43 863 407,06
2026-01-27 13F GHP Investment Advisors, Inc. 103.497 -1,38 13.619 0,04
2026-02-09 13F Sensible Money, LLC 3.311 0,00 436 1,40
2026-02-05 13F Center for Financial Planning, Inc. 660 0,00 87 1,18
2026-01-16 13F Kwmg, Llc 2.822 -4,47 371 -3,13
2026-01-29 13F Almanack Investment Partners, LLC. 17.145 0,00 2.256 1,44
2026-01-20 13F Signaturefd, Llc 1.912 0,00 252 1,21
2026-02-10 13F CFS Investment Advisory Services, LLC 33.398 -0,08 4.395 0,53
2026-02-02 13F Fifth Third Bancorp 72.078 3,22 9.485 4,70
2026-02-13 13F Umb Bank N A/mo 21.334 5,03 2.807 6,57
2026-02-13 13F Cozad Asset Management Inc 19.976 -3,35 2.629 -1,98
2026-02-17 13F Royal Bank Of Canada 538.114 -1,42 70.810 0,01
2026-01-23 13F/A Greenup Street Wealth Management Llc 6.230 -14,39 820 -13,15
2026-01-21 13F Flagship Harbor Advisors, Llc 895 118
2026-02-13 13F Mml Investors Services, Llc 92.716 6,02 12.201 7,55
2026-01-26 13F Dynamic Financial Group 1.538 202
2026-02-02 13F Sawyer & Company, Inc 71 0,00 9
2026-02-13 13F Alliance Private Wealth, LLC 9.233 1.278
2026-02-12 13F Chilton Capital Management Llc 0 -100,00 0
2026-02-10 13F Meramec Financial Planners, LLC 1.225 176
2026-02-09 13F Allied Investment Advisors, LLC 0 -100,00 0
2025-11-06 13F Abich Financial Wealth Management LLC 697 90
2026-02-02 13F Allegheny Financial Group LTD 19.160 0,39 2.521 1,86
2026-01-21 13F Kentucky Trust Co 850 -15,00 112 -13,95
2026-02-12 13F Blue Edge Capital, LLC 74.511 -19,28 9.805 -18,12
2025-10-31 13F Y-Intercept (Hong Kong) Ltd 0 -100,00 0
2025-11-14 13F Strategic Wealth Partners, Ltd. 426 0,00 55 5,77
2026-01-14 13F Waldron Private Wealth LLC 2.218 0,00 292 1,39
2026-02-12 13F Moneta Group Investment Advisors Llc 104.605 4,04 13.765 5,54
2026-02-17 13F National Asset Management, Inc. 1.984 0,00 261 1,56
2026-01-29 13F Rockwood Wealth Management, LLC 2.333 0,00 307 1,66
2026-02-11 13F Jpmorgan Chase & Co 432.938 0,88 56.970 2,34
2025-10-28 13F Running Point Capital Advisors, LLC 0 -100,00 0
2026-01-29 13F Beirne Wealth Consulting Services, LLC 6.386 0,00 840 1,45
2026-02-17 13F Quantinno Capital Management LP 13.299 75,66 1.750 78,21
2026-01-09 13F Atlas Brown,Inc. 2.682 0,49 353 1,73
2026-02-10 13F Sittner & Nelson, Llc 139 0,00 20 5,56
2026-02-17 13F Alliancebernstein L.p. 15.773 11,80 2.076 13,39
2026-02-02 13F Peregrine Asset Advisers, Inc. 11.299 -1,31 1.487 0,07
2026-01-26 13F Sonata Capital Group Inc 16.200 -4,65 2.132 106.450,00
2026-01-13 13F Capital Investment Advisors, LLC 4.080 0,20 537 1,52
2026-02-06 13F BOK Financial Private Wealth, Inc. 533 -12,62 70 -11,39
2026-02-11 13F Parallel Advisors, LLC 3.355 59,99 441 62,13
2026-02-12 13F Steward Partners Investment Advisory, Llc 104.345 -1,87 13.731 -0,46
2026-02-10 13F Private Wealth Asset Management, LLC 7.400 -4,74 974 -3,38
2026-01-26 13F Whittier Trust Co Of Nevada Inc 27.471 -0,00 3.748 4,08
2026-02-13 13F Kennedy Capital Management, Inc. 3.110 409
2026-01-15 13F Foster & Motley Inc 3.540 0,00 0
2026-01-21 13F Stock Yards Bank & Trust Co 1.902 -10,37 250 -9,09
2026-01-27 13F Breachway Investments LLC 2.230 293
2026-02-11 13F SlateStone Wealth, LLC 3.221 1,67 0
2026-02-11 13F Capital Analysts, Inc. 8.045 -19,37 1 0,00
2026-02-13 13F Independent Family Office, LLC 0 -100,00 0
2026-02-04 13F KLCM Advisors, Inc. 7.698 1.013
2026-02-06 13F Blackston Financial Advisory Group, LLC 4.749 -14,80 625 -13,69
2025-11-14 13F WNY Asset Management, LLC 1.596 207
2026-02-10 13F Ritter Daniher Financial Advisory LLC / DE 13.520 9,84 1.779 11,47
2026-02-13 13F Ausdal Financial Partners, Inc. 0 -100,00 0
2026-01-30 13F United Community Bank 2.215 0,00 291 1,39
2026-02-05 13F Leeward Investments, LLC - MA 47.028 -13,23 6.188 -11,98
2026-02-04 13F Heritage Wealth Management, Inc. /CA/ 19.710 5,46 2.594 6,97
2026-02-10 13F Portland Global Advisors LLC 2.312 0,00 304 1,67
2026-02-13 13F National Bank Of Canada /fi/ 2.154 10,24 283 11,86
2026-01-14 13F Spire Wealth Management 2.848 -37,91 375 -37,14
2026-02-10 13F Tidemark, LLC 462 0,00 61 1,69
2026-01-28 13F Salomon & Ludwin, LLC 100.886 -2,24 13.600 0,52
2026-02-10 13F Crescent Grove Advisors, LLC 11.806 0,96 1.553 2,44
2026-02-10 13F Marshall & Sterling Wealth Advisors Inc. 237 0,00 31 3,33
2026-02-17 13F Blair William & Co/il 13.891 -0,59 1.828 0,83
2026-01-21 13F Elwood & Goetz Wealth Advisory Group, LLC 6.109 0,00 804 1,39
2026-01-29 13F Calamos Wealth Management LLC 3.078 22,58 405 24,62
2026-01-05 13F Noble Wealth Management PBC 79 0,00 10 0,00
2026-02-05 13F Panoramic Investment Advisors, Llc 2.650 -8,62 349 -7,45
2025-11-06 13F LexAurum Advisors, LLC 2.135 -0,65 277 4,15
2026-01-30 13F BancorpSouth Bank 6.066 -1,14 798 0,38
2026-02-03 13F Farmers & Merchants Investments Inc 11.638 -1,93 1.531 -0,52
2026-02-06 13F Heritage Investors Management Corp 2.380 0,00 0
2026-02-10 13F JTC Employer Solutions Trusteee Ltd 1.496 0,00 0
2026-02-13 13F Mariner, LLC 171.956 1,92 22.628 3,39
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-01-27 13F HCR Wealth Advisors 1.740 0,00 229 0,44
2026-02-13 13F Venture Visionary Partners LLC 6.580 0,12 866 1,53
2026-02-13 13F Pathstone Holdings, LLC 41.509 -84,53 5.462 -84,31
2026-01-30 13F Cosner Financial Group, LLC 2.112 -39,48 278 1,47
2026-02-12 13F Great Lakes Advisors, Llc 5.418 0,00 713 1,42
2025-11-13 13F Renaissance Technologies Llc 0 -100,00 0
2026-02-03 13F Gallacher Capital Management LLC 1.860 0,00 245 1,24
2025-11-05 13F Moloney Securities Asset Management, LLC 2.326 0,13 302 4,88
2026-02-05 13F Moneywise, Inc. 1.659 0,36 218 1,87
2026-02-17 13F XTX Topco Ltd 3.097 408
2025-11-05 13F SPC Financial, Inc. 164.688 -0,27 21.363 4,68
2026-02-13 13F Morgan Stanley 4.000.861 -0,68 526.474 0,76
2026-02-13 13F First National Bank Of Omaha 3.055 406
2026-01-21 13F FRG Family Wealth Advisors LLC 3.888 0,00 512 1,39
2026-01-20 13F Aspiriant, Llc 3.976 0,00 523 1,55
2026-02-10 13F Garde Capital, Inc. 1.719 -1,94 226 -0,44
2026-01-26 13F Midland Wealth Advisors Llc 307.707 -8,35 40.491 -7,02
2026-02-10 13F Essex Financial Services, Inc. 1.923 -0,47 253 1,20
2026-02-12 13F Front Row Advisors LLC 915 0,00 120 1,69
2026-02-12 13F Bank Of Montreal /can/ 175.306 0,47 23.069 1,92
2026-02-09 13F Kingsview Wealth Management, LLC 15.249 -0,31 2.007 1,11
2025-11-13 13F Advisor Resource Council 0 -100,00 0
2026-02-17 13F Asset Management Group, Inc. 89.675 0,51 11.800 1,96
2026-02-02 13F KPP Advisory Services LLC 2.618 0,00 345 1,47
2026-02-13 13F Kayne Anderson Rudnick Investment Management Llc 1.682 13,42 221 15,10
2026-02-13 13F Arkadios Wealth Advisors 55.822 313,07 7.346 319,00
2026-01-26 13F Valmark Advisers, Inc. 11.717 -3,18 1.542 -1,78
2026-02-12 13F M1 Capital Management LLC 25.847 -5,41 3.401 -4,03
2026-02-17 13F Fairscale Capital, LLC 4.842 23,74 637 25,64
2026-01-05 13F Anderson Hoagland & Co 8.966 0,00 1.180 1,38
2026-02-02 13F Stuart Chaussee & Associates, Inc. 0 -100,00 0
2026-02-05 13F Bessemer Group Inc 13.208 0,00 2 0,00
2025-10-24 13F MorganRosel Wealth Management, LLC 0 -100,00 0
2026-01-12 13F Founders Grove Wealth Partners, Llc 16.228 -2,01 2.135 -0,61
2026-02-04 13F Ameritas Advisory Services, LLC 3.374 225,68 444 231,34
2026-01-21 13F Modera Wealth Management, LLC 29.946 0,00 3.941 1,44
2026-02-11 13F Empowered Funds, LLC 0 -100,00 0
2026-02-13 13F Baird Financial Group, Inc. 344.298 -1,06 45.306 0,37
2026-02-06 13F Flaharty Asset Management, LLC 60.437 -41,58 7.953 -40,74
2026-01-14 13F Thompson Investment Management, Inc. 12.418 6,51 1.634 8,07
2026-02-17 13F Hilltop Holdings Inc. 2.730 0,00 359 1,41
2026-02-13 13F Stifel Financial Corp 94.759 -4,91 12.473 -3,54
2026-01-08 13F Grove Bank & Trust 126 -86,78 17 -86,99
2026-01-14 13F Lee-Kelleher Wealth Management 2.112 0,00 278 1,47
2025-11-04 13F Tyche Wealth Partners LLC 0 -100,00 0
2026-01-23 13F Hudson Oak Wealth Advisory LLC 12.098 1.592
2026-02-12 13F Financial Engines Advisors L.L.C. 662.537 -1,93 87.183 -0,51
2026-02-12 13F Schneider Downs Wealth Management Advisors, LP 7.815 0,93 1.028 2,39
2026-02-10 13F Natixis Advisors, L.p. 101.575 -2,04 13 0,00
2026-02-12 13F Laurel Oak Wealth Management, Llc 3.022 398
2026-02-02 13F Truist Financial Corp 223.421 -2,28 29.400 -0,88
2026-01-16 13F Trust Co Of Vermont 11.997 177,90 1.579 181,79
2026-02-11 13F Comprehensive Financial Planning, Inc./PA 211 0,00 28 0,00
2026-02-17 13F Align Financial, LLC 203.701 204
2026-01-23 13F Rsm Us Wealth Management Llc 2.974 -10,58 395 -8,35
2026-01-14 13F Accurate Wealth Management, LLC 11.850 -0,07 1.634 6,38
2026-02-05 13F BlueChip Wealth Advisors LLC 0 -100,00 0
2026-02-13 13F Ally Invest Advisors Inc. 3.496 -6,75 460 -5,35
2026-02-02 13F Horizon Investments, LLC 1.421 -5,89 187 -4,62
2026-02-17 13F Citadel Advisors Llc 0 -100,00 0
2025-10-21 13F Tradewinds Capital Management, LLC 0 -100,00 0
2026-02-04 13F Strategic Family Wealth Counselors, L.L.C. 1.935 -0,41 264 4,76
2026-02-17 13F VestGen Advisors, LLC 1.906 -3,79 251 -2,34
2026-01-23 13F Palouse Capital Management, Inc. 244 0,00 32 3,23
2026-01-28 13F Trail Ridge Investment Advisors, LLC 32.636 3,26 4.295 4,76
2026-01-28 13F N.E.W. Advisory Services LLC 488 0,00 64 1,59
2026-02-12 13F Tocqueville Asset Management L.p. 1.800 0,00 237 1,29
2026-02-03 13F Eclectic Associates Inc /adv 2.046 0,00 269 1,51
2026-02-12 13F Rik Saylor Financial, Inc. 12.793 -0,55 1.683 0,90
2026-01-14 13F Weil Company, Inc. 1.759 -17,42 231 -16,30
2026-01-29 13F Midwest Capital Advisors, LLC 30 0,00 4 0,00
2026-02-06 13F HighTower Advisors, LLC 423.207 1,78 55.690 3,24
2026-01-26 13F Cordatus Wealth Management LLC 0 -100,00 0
2026-01-26 13F Asset Dedication, LLC 51.725 -0,89 6.807 0,53
2026-01-29 13F Ashton Thomas Private Wealth, LLC 27.358 3,68 3.600 5,20
2026-01-15 13F Alpine Bank Wealth Management 8.310 0,00 1.094 1,49
2026-02-13 13F Anb Bank 25.967 -0,67 3.417 0,74
2026-02-12 13F Burke & Herbert Bank & Trust Co 3.391 -2,59 446 -1,11
2026-02-12 13F Earnest Partners Llc 5.899 776
2026-01-30 13F Bogart Wealth, LLC 1.799 -7,27 237 -5,98
2025-11-12 13F New Age Alpha Advisors, LLC 0 -100,00 0
2026-02-09 13F HBK Sorce Advisory LLC 1.550 0,00 223 11,00
2026-02-12 13F Richmond Investment Services, LLC 1.585 0,25 208 1,46
2025-10-28 13F Pinnacle Financial Partners Inc 43.961 -0,03 5.703 4,93
2026-01-16 13F Perigon Wealth Management, LLC 2.939 2,48 387 3,76
2026-02-13 13F Piedmont Capital Management, LLC/NC 152 20
2026-01-14 13F Advisors Management Group Inc /adv 2.312 -10,46 0
2026-01-16 13F Oldfather Financial Services, LLC 63.185 8,46 8.314 10,03
2026-02-19 13F CI Private Wealth, LLC 109.277 -1,05 14.381 0,39
2026-01-21 13F Prime Capital Investment Advisors, LLC 2.253 1,17 296 2,78
2026-03-02 13F Sankala Group LLC 200 28
2026-02-10 13F Hazlett, Burt & Watson, Inc. 12.803 48,29 2 0,00
2026-02-02 13F Sunesis Advisors, LLC 1.977 0,00 260 1,56
2026-02-17 13F Clark Capital Management Group, Inc. 4.500 0,00 592 1,54
2026-01-15 13F Enzi Wealth 2.160 0,00 298 7,97
2026-02-12 13F Colonial Trust Advisors 289 0,00 38 2,70
2026-02-09 13F Hantz Financial Services, Inc. 417 90,41 0
2026-02-12 13F Cloud Capital Management, LLC 0 -100,00 0
2026-02-09 13F Hartland & Co., LLC 13.468 0,12 1.772 1,61
2026-02-11 13F Madden Advisory Services, Inc. 1.839 -9,32 242 -8,37
2026-01-22 13F Whitaker-Myers Wealth Managers, LTD. 23.694 27,11 3.118 28,96
2026-01-30 13F Narwhal Capital Management 6.923 0,00 911 1,34
2026-01-26 13F AE Wealth Management LLC 10.777 -2,29 1.418 -0,84
2026-02-13 13F Saxon Interests, Inc. 5.174 -0,29 681 0,59
2026-02-04 13F Horizon Wealth Management, LLC 2.068 0,00 272 1,49
2026-02-10 13F Bridges Investment Management Inc 2.814 -5,22 370 -3,90
2026-02-12 13F Johnson Financial Group, Inc. 692 79,74 91 85,71
2026-02-17 13F Qube Research & Technologies Ltd 472 62
2026-02-17 13F Susquehanna International Group, Llp 0 -100,00 0
2026-01-16 13F Swp Financial Llc 1.728 0,00 227 1,34
2026-02-04 13F Bailard, Inc. 4.857 0,00 639 1,43
2026-03-03 13F NWF Advisory Services Inc. 1.766 0,00 232 1,31
2026-01-23 13F Patriot Investment Management Inc. 2.245 0,00 295 1,37
2026-01-26 13F Private Trust Co Na 5.570 -4,74 733 -3,43
2026-02-02 13F Pittenger & Anderson Inc 44.662 0,61 5.877 2,07
2026-02-11 13F Vise Technologies, Inc. 10.748 209,03 1.414 213,53
2026-01-21 13F Mezzasalma Advisors, LLC 2.727 0,00 363 2,55
2026-02-17 13F Susquehanna International Group, Llp Put 0 -100,00 0
2026-01-28 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 1.650 -7,04 227 -1,73
2026-02-13 13F Gen-Wealth Partners Inc 2.386 0,00 314 1,29
2026-02-11 13F Ameritas Investment Partners, Inc. 7.585 998
2026-02-04 13F Pure Financial Advisors, Inc. 13.855 -0,39 1.823 1,05
2026-02-06 13F VSM Wealth Advisory, LLC 2.148 0,00 283 1,44
2026-02-20 13F Wick Capital Partners, LLC 1.260 -38,86 271 1,50
2026-01-26 13F American Wealth Advisors, LLC 4.559 -0,91 600 0,50
2026-01-28 13F Geneos Wealth Management Inc. 1.306 0,00 172 1,18
2026-01-30 13F/A M&t Bank Corp 49.323 -14,38 6.490 -13,14
2026-02-10 13F CIBC World Markets Inc. 40.090 -3,16 5.275 -1,77
2026-01-12 13F Willner & Heller, Llc 2.619 0,61 345 2,08
2026-02-17 13F Cetera Investment Advisers 95.150 -0,78 12.521 0,65
2026-02-17 13F Ancora Advisors, LLC 4.175 0,00 549 1,48
2026-02-05 13F Soltis Investment Advisors LLC 28.769 13,87 3.786 15,50
2026-02-18 13F Crusonia Wealth Advisors LLC 3.131 412
2026-02-17 13F Ameriprise Financial Inc 705.205 -13,40 92.811 -12,18
2026-02-04 13F Stonebridge Financial Group, LLC / MO 3.382 445
2026-02-10 13F Koss-Olinger Consulting, LLC 0 -100,00 0
2026-02-11 13F IMA Wealth, Inc. 338 0,00 44 2,33
2026-02-10 13F B&l Asset Management Llc 0 -100,00 0
2026-02-12 13F Ullmann Financial Group, Inc. 52.272 -1,43 6.682 -2,88
2026-02-17 13F Pinnacle Financial Partners, Inc. 11.201 1.475
2026-01-22 13F Apollon Wealth Management, LLC 14.014 -6,44 1.844 -5,05
2026-02-10 13F Factorial Partners, Llc 18.900 0,00 2.487 1,47
2026-02-06 13F Shakespeare Wealth Management, Inc. 12.818 -0,12 1.687 1,32
2026-02-11 13F Lowe Brockenbrough & Co Inc 102 0,00 13 0,00
2026-02-20 13F SB Capital Management Inc 19.318 2.542
2026-02-13 13F Becker Capital Management Inc 48.804 0,00 6.422 1,45
2026-02-13 13F SJA Financial Advisory, LLC 44.432 0,37 5.847 1,81
2026-02-12 13F CIBC Private Wealth Group, LLC 14.110 -10,29 1.857 -9,02
2026-02-17 13F Advisor Group Holdings, Inc. 111.314 3,40 14.657 4,78
2026-01-20 13F Meridian Investment Counsel Inc. 6.648 0,00 875 1,39
2026-02-13 13F First Trust Advisors Lp 12.175 3,69 1.602 5,19
2026-02-06 13F GPS Wealth Strategies Group, LLC 3 -99,54 0 -100,00
2026-01-06 13F First Citizens Financial Corp 50.993 -0,56 6.710 0,87
2026-02-10 13F Future Fund LLC 0 -100,00 0
2026-02-04 13F Naples Global Advisors, Llc 4.178 0,02 550 1,48
2026-01-08 13F Armstrong Advisory Group, Inc 506 0,00 67 1,54
2026-01-15 13F SILVER OAK SECURITIES, Inc 3.706 0,22 492 2,71
2026-01-29 13F Bravias Capital Group, LLC 2.165 0,19 285 1,43
2026-02-12 13F Callan Family Office, LLC 3.102 49,86 408 52,24
2026-01-27 13F Krilogy Financial LLC 5.743 0,05 792 7,77
2026-01-30 13F Catalytic Wealth RIA, LLC 12.998 -8,17 1.710 -6,86
2026-02-12 13F Gallagher Capital Advisors, LLC 28.883 3.512
2026-03-16 13F/A Rockefeller Capital Management L.P. 218.225 0,87 28.716 2,33
2026-01-23 13F Nbt Bank N A /ny 655 0,00 86 2,38
2026-02-13 13F Resources Investment Advisors, LLC. 8.849 -3,09 1.164 -1,69
2026-01-27 13F First Horizon Corp 4.425 -0,02 582 1,39
2026-01-16 13F Wealth Advisory Solutions, LLC 18.100 -1,33 2.382 0,08
2026-02-11 13F CNB Bank 61 0,00 8 14,29
2026-01-09 13F Breakwater Capital Group 16.396 0,82 2.158 2,28
2026-02-12 13F Tiemann Investment Advisors, Llc 18.931 -0,24 2.491 1,22
2026-02-17 13F Private Advisor Group, LLC 35.423 6,73 4.661 8,27
2026-02-02 13F Nicholas Hoffman & Company, LLC. 4.630 0,00 609 1,50
2026-02-02 13F Balentine LLC 73 0,00 10 0,00
2026-02-13 13F SRS Capital Advisors, Inc. 5.406 711
2026-01-29 13F Sanctuary Advisors, LLC 31.733 18,10 4.176 19,80
2026-01-29 13F BKM Wealth Management, LLC 41.977 1,29 5.524 2,75
2026-02-13 13F Aptus Capital Advisors, LLC 2.565 -5,25 338 -3,99
2026-01-22 13F Fiduciary Alliance LLC 4.769 2,91 628 4,33
2026-02-11 13F J.w. Cole Advisors, Inc. 5.707 0,78 454 -38,15
2026-01-20 13F Mendota Financial Group, LLC 360 0,00 47 2,17
2026-02-12 13F Jane Street Group, Llc Call 4.500 -4,26 592 -2,79
2026-02-13 13F Kestra Advisory Services, LLC 0 -100,00 0
2026-02-13 13F Silicon Valley Capital Partners 1.304 0,62 172 1,79
2026-02-03 13F Crestwood Advisors Group LLC 3.566 -25,41 469 -24,35
2026-02-12 13F Betterment LLC 41.298 -1,20 5 0,00
2026-02-12 13F Hrt Financial Lp 0 -100,00 0
2026-01-21 13F Jmac Enterprises Llc 22.352 -0,11 2.941 1,34
2026-02-06 13F EverSource Wealth Advisors, LLC 3.226 -0,06 424 1,44
2026-01-21 13F Bank Of Stockton 7.674 -3,03 1.010 -1,66
2026-02-10 13F Bbr Partners, Llc 2.000 0,00 263 1,54
2026-02-11 13F Greykasell Wealth Strategies, Inc. 430 57
2026-02-12 13F Empower Advisory Group, LLC 1.912 -2,75 252 -1,18
2026-01-20 13F AdvisorNet Financial, Inc 1.791 0,11 236 1,29
2026-01-12 13F First Merchants Corp 95.428 -9,94 12.557 -8,64
2026-01-16 13F StoneCrest Wealth Management, Inc. 6.393 -0,78 841 0,72
2026-02-12 13F JPL Wealth Management, LLC 2.053 0,00 270 1,50
2026-02-13 13F Commerce Bank 20.735 -4,03 2.729 -2,64
2026-01-28 13F HB Wealth Management, LLC 28.804 0,01 3.790 1,45
2026-02-03 13F International Assets Investment Management, Llc 1.856 -3,83 244 0,83
2026-01-21 13F Finley Financial, LLC 7.760 0,00 1.021 1,49
2026-01-29 13F Alexis Investment Partners, LLC 3.062 -39,28 403 -38,53
2026-02-05 13F Sapient Capital Llc 1.910 0,00 254 2,43
2026-01-29 13F Riverbend Wealth Management, LLC 4.000 0,00 526 1,54
2026-02-12 13F Adviser Investments LLC 20.379 1,58 2.682 3,04
2026-01-28 13F Omega Financial Group, LLC 89.034 1,89 11.716 3,35
2025-10-28 13F Evergreen Capital Management Llc 0 -100,00 0
2026-02-13 13F Bragg Financial Advisors, Inc 19.885 0,35 2.617 1,79
2026-01-26 13F Nations Financial Group Inc, /ia/ /adv 82.020 3,00 10.793 4,49
2026-02-11 13F Clifford Swan Investment Counsel Llc 4.363 0,00 574 1,59
2026-02-04 13F Purkiss Capital Advisors LLC 4.306 -1,82 567 -0,35
2026-01-05 13F Rosenberg Matthew Hamilton 1.131 0,00 149 1,37
2026-02-05 13F Wealth Advisory Team LLC 1.920 -6,66 253 -0,79
2026-02-04 13F Independent Advisor Alliance 1.652 0,00 217 1,40
2025-11-13 13F Glenmede Investment Management, LP 21.115 11,04 2.739 16,60
2026-02-10 13F Houlihan Financial Resource Group, Ltd. 7.727 124,17 1.035 131,32
2026-01-08 13F Wealth Enhancement Advisory Services, Llc 104.472 0,42 14.301 5,92
2026-02-10 13F Root Financial Partners, LLC 2.642 -2,55 348 -1,14
2026-02-05 13F Rayburn West Financial Services LLC 2.750 362
2026-01-26 13F Cwm, Llc 17.149 34,68 2 100,00
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