Grundlæggende statistik
| Institutionelle ejere | 617 total, 617 long only, 0 short only, 0 long/short - change of 4,56% MRQ |
| Gennemsnitlig porteføljeallokering | 0.7047 % - change of -5,25% MRQ |
| Institutionelle aktier (lange) | 270.243.367 (ex 13D/G) - change of -0,29MM shares -0,11% MRQ |
| Institutionel værdi (lang) | $ 12.148.253 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares MSCI Intl Quality Factor ETF (US:IQLT) har 617 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 270,243,367 aktier. Største aktionærer omfatter Northwestern Mutual Wealth Management Co, Bank Of America Corp /de/, Pnc Financial Services Group, Inc., Envestnet Asset Management Inc, Richard Bernstein Advisors LLC, Ameriprise Financial Inc, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management, Capital Investment Advisors, LLC, Morgan Stanley, and Cerity Partners LLC .
iShares Trust - iShares MSCI Intl Quality Factor ETF (ARCA:IQLT) 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 31, 2026 is 46,23 / share. Previously, on April 1, 2025, the share price was 39,80 / share. This represents an increase of 16,16% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
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Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
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.
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| Fil dato | Form | Investor | Forrige Aktier |
Seneste Aktier |
Δ Aktier (Procent) |
Ejendomsret (Procent) |
Δ Ejerskab (Procent) |
|
|---|---|---|---|---|---|---|---|---|
| 2026-02-06 | PNC FINANCIAL SERVICES GROUP, INC. | 21,793,981 | 17,813,991 | -18.26 | 5.97 | -22.77 |
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 122.884 | 10,63 | 6 | 25,00 | ||||
| 2026-02-03 | 13F | Richard Bernstein Advisors LLC | 12.750.445 | 21,04 | 579.508 | 23,99 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 75.178 | -0,14 | 3.418 | 2,77 | ||||
| 2026-02-13 | 13F | AlTi Global, Inc. | 240.641 | 4,09 | 10.937 | 7,07 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 5.764.397 | 4,91 | 261.992 | 7,90 | ||||
| 2026-01-28 | 13F | May Barnhard Investments LLC | 85.999 | 9,14 | 3.909 | 12,23 | ||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 4.770 | 2,43 | 217 | 5,37 | ||||
| 2026-01-05 | 13F | Noble Wealth Management PBC | 223 | 0,00 | 10 | 11,11 | ||||
| 2026-02-09 | 13F | Coordinated Financial Services, Inc. | 16.449 | 32,77 | 748 | 36,56 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 8.400 | 9,39 | 382 | 12,39 | ||||
| 2026-02-17 | 13F | Abel Hall, LLC | 7.379 | -8,54 | 335 | -5,90 | ||||
| 2026-01-14 | 13F | Hoese & Co LLP | 8.330 | -12,73 | 379 | -10,21 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 259.529 | -55,75 | 11.796 | -54,49 | ||||
| 2026-01-30 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 18.239.931 | -18,48 | 829.005 | -16,16 | ||||
| 2026-02-11 | 13F | Arrowroot Family Office, LLC | 38.308 | 67,71 | 1.741 | 72,55 | ||||
| 2026-01-12 | 13F | RVW Wealth, LLC | 940.030 | -0,71 | 42.724 | 2,12 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 45.024 | 1.990 | ||||||
| 2026-01-27 | 13F | Tme Financial, Inc. | 31.890 | 16,11 | 1.449 | 19,46 | ||||
| 2026-02-09 | 13F | Accredited Investor Services, Llc | 8.925 | -1,86 | 406 | 1,00 | ||||
| 2026-02-17 | 13F | Agf Management Ltd | 843.995 | -33,49 | 38.360 | -31,60 | ||||
| 2026-02-12 | 13F | Hm Payson & Co | 6.587 | 0,00 | 299 | 2,75 | ||||
| 2026-01-29 | 13F | Comerica Bank | 60.757 | -6,60 | 2.761 | -3,93 | ||||
| 2026-01-15 | 13F | Brady Martz Wealth Solutions, LLC | 14.549 | -1,66 | 661 | 1,23 | ||||
| 2026-02-10 | 13F | Avestar Capital, LLC | 33.048 | -0,49 | 1.502 | 2,39 | ||||
| 2026-02-12 | 13F | Retirement Management Systems Inc. | 6.512 | 296 | ||||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 105.023 | -0,54 | 4.774 | 2,29 | ||||
| 2026-01-21 | 13F | Clayton Financial Group LLC | 45 | 2 | ||||||
| 2026-02-24 | 13F | MidFirst Bank | 179.321 | 8.150 | ||||||
| 2026-01-27 | 13F | Summit Wealth Partners, LLC | 242.304 | -3,99 | 11.013 | -1,25 | ||||
| 2026-01-09 | 13F | Silvia Mccoll Wealth Management, Llc | 58.472 | 5,77 | 2.658 | 8,80 | ||||
| 2026-01-23 | 13F | Nbt Bank N A /ny | 2.460 | 0,00 | 112 | 2,78 | ||||
| 2026-02-12 | 13F | Ruggiero Investments, Inc. | 10.086 | 458 | ||||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 69 | -8,00 | 3 | 0,00 | ||||
| 2026-01-21 | 13F | Woodmont Investment Counsel Llc | 45.018 | -0,13 | 2.046 | 2,76 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Mount Yale Investment Advisors, LLC | 189.609 | 45,23 | 8.618 | 49,37 | ||||
| 2026-01-13 | 13F | Avaii Wealth Management, Llc | 15.496 | 0,01 | 704 | 2,92 | ||||
| 2026-01-20 | 13F | Raab & Moskowitz Asset Management LLC | 31.919 | 49,88 | 1.451 | 54,09 | ||||
| 2026-02-06 | 13F | Delap Wealth Advisory, Llc | 13.072 | 0,00 | 594 | 1,89 | ||||
| 2026-01-08 | 13F | Genesis Private Wealth, Llc | 5.331 | 242 | ||||||
| 2026-01-12 | 13F | Howard Financial Services, Ltd. | 447.563 | 1,67 | 20.342 | 4,56 | ||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 117.334 | -31,83 | 5.333 | -29,89 | ||||
| 2026-02-10 | 13F | Ritter Daniher Financial Advisory LLC / DE | 28 | 0,00 | 1 | 0,00 | ||||
| 2026-01-12 | 13F | Archer Investment Management, LLC | 121.547 | -36,86 | 5.524 | -35,07 | ||||
| 2026-02-17 | 13F | National Asset Management, Inc. | 35.807 | 23,68 | 1.627 | 27,21 | ||||
| 2026-01-15 | 13F | OxenFree Capital LLC | 156.449 | 6,04 | 7.111 | 7,09 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 199.899 | -0,96 | 9.085 | 1,86 | ||||
| 2026-02-04 | 13F | Midwest Heritage Bank, FSB | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 22.680 | 6,42 | 1.031 | 9,46 | ||||
| 2026-02-11 | 13F | SlateStone Wealth, LLC | 40.203 | 1,64 | 2 | 0,00 | ||||
| 2026-01-22 | 13F | Iron Financial, LLC | 17.453 | -3,67 | 793 | -0,87 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 96.785 | 5,42 | 4.399 | 8,43 | ||||
| 2026-01-05 | 13F | Park Avenue Securities Llc | 13.239 | 12,98 | 1 | |||||
| 2026-01-20 | 13F | Monticello Wealth Management, Llc | 189.548 | 1,03 | 8.615 | 3,91 | ||||
| 2026-02-04 | 13F | First Foundation Advisors | 88.110 | 0,12 | 4.005 | 2,98 | ||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 33.294 | -10,00 | 1.513 | -7,41 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 86.493 | 41,05 | 3.931 | 45,11 | ||||
| 2026-01-23 | 13F | Evolution Advisers, Inc. | 22 | 0,00 | 0 | |||||
| 2026-01-08 | 13F | Cooper Financial Group | 7.683 | -8,31 | 349 | -5,68 | ||||
| 2026-02-17 | 13F | XTX Topco Ltd | 5.028 | 229 | ||||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 22.450 | 0,00 | 1.020 | 1,90 | ||||
| 2025-11-14 | 13F | WNY Asset Management, LLC | 24.024 | -6,75 | 1.062 | -4,67 | ||||
| 2026-02-24 | 13F | Bell Investment Advisors, Inc | 209.644 | -4,62 | 9.528 | -1,89 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 14.857 | -20,40 | 675 | -18,08 | ||||
| 2026-03-16 | 13F | Osbon Capital Management Llc | 236 | 11 | ||||||
| 2026-01-26 | 13F | Abundance Wealth Counselors | 213.093 | -3,29 | 9.685 | -0,52 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 795.863 | 8,41 | 36.172 | 11,50 | ||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 7.712 | 3.537,74 | 351 | 3.788,89 | ||||
| 2026-01-14 | 13F | Eastern Bank | 2.283.028 | 0,74 | 103.764 | 3,61 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 235.569 | -3,21 | 10.707 | -0,46 | ||||
| 2026-02-04 | 13F | Ballast Rock Private Wealth LLC | 19.610 | 891 | ||||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 1.789 | 81 | ||||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 45.444 | -17,30 | 2.065 | -14,95 | ||||
| 2026-01-12 | 13F | JGP Wealth Management, LLC | 11.607 | 0,00 | 528 | 1,35 | ||||
| 2026-01-13 | 13F | Well Done, LLC | 49.699 | 1,02 | 2.259 | 3,91 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Wealth Group Ltd | 31.424 | 60,03 | 1.428 | 64,71 | ||||
| 2026-01-26 | 13F | Phillips Financial Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Mosaic Financial Group, Llc | 7.333 | 0,70 | 0 | |||||
| 2026-02-13 | 13F | Corps Capital Advisors, LLC | 11.187 | 508 | ||||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 1.027.785 | 0,29 | 46.713 | 3,15 | ||||
| 2026-01-05 | 13F | Helen Stephens Group, LLC | 4.437 | 202 | ||||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 1.911 | 2.288,75 | 87 | 2.766,67 | ||||
| 2026-01-28 | 13F | Rockingstone Advisors LLC | 71.435 | 14,21 | 3.247 | 17,48 | ||||
| 2026-01-30 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 64.382 | 1,88 | 2.926 | 4,80 | ||||
| 2026-02-09 | 13F | Box Hill Private Wealth LLC | 27.299 | 1.241 | ||||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 1.987 | 15,26 | 90 | 18,42 | ||||
| 2025-11-13 | 13F | Herold Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | PFG Investments, LLC | 20.658 | -1,94 | 939 | 0,86 | ||||
| 2026-02-09 | 13F | Putnam Fl Investment Management Co | 63.914 | 1,59 | 2.905 | 4,46 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 2.499 | 17,71 | 114 | 21,51 | ||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 5.757 | -18,53 | 262 | -16,35 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 54.557 | 104,35 | 2.480 | 110,26 | ||||
| 2026-02-03 | 13F | CGC Financial Services, LLC | 289 | 0,00 | 13 | 8,33 | ||||
| 2026-02-13 | 13F | Venture Visionary Partners LLC | 10.599 | 482 | ||||||
| 2026-01-12 | 13F | Certified Advisory Corp | 8.804 | -21,76 | 400 | -19,52 | ||||
| 2026-02-03 | 13F | Oak Family Advisors, Llc | 126.030 | 9,88 | 5.728 | 13,02 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 200.151 | 1,30 | 9.097 | 4,18 | ||||
| 2026-02-06 | 13F | Copia Wealth Management | 3.836 | 0,00 | 174 | 2,96 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 4.972 | 226 | ||||||
| 2026-02-11 | 13F | First Command Advisory Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 1.278.407 | 18,22 | 58.104 | 21,60 | ||||
| 2026-01-21 | 13F | Capital Advisors, Ltd. LLC | 2.600 | -88,75 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Lantern Wealth Advisors, LLC | 68.355 | 2,03 | 3.107 | 4,93 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 87.810 | 10,06 | 3.991 | 13,19 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 32 | 0,00 | 1 | 0,00 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 116.102 | 736,59 | 5 | |||||
| 2026-01-27 | 13F | Berger Financial Group, Inc | 33.895 | -2,41 | 1.541 | 0,39 | ||||
| 2026-02-02 | 13F | Astra Wealth Partners LLC | 6.200 | 0,00 | 282 | 2,93 | ||||
| 2026-01-21 | 13F | MBA Advisors LLC | 276.992 | 3,83 | 12.589 | 6,80 | ||||
| 2026-02-05 | 13F | Plante Moran Financial Advisors, LLC | 669 | -74,24 | 30 | -73,68 | ||||
| 2026-02-04 | 13F | Biltmore Family Office, LLC | 175 | 8 | ||||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 2.608 | -0,69 | 119 | 1,72 | ||||
| 2026-01-14 | 13F | Southland Equity Partners LLC | 34.634 | -0,76 | 1.574 | 2,08 | ||||
| 2026-02-13 | 13F | SYM FINANCIAL Corp | 5.402 | 3,31 | 246 | 6,06 | ||||
| 2026-01-14 | 13F | Spire Wealth Management | 10.487 | -3,14 | 477 | -0,42 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 218.541 | 0,08 | 9.933 | 2,93 | ||||
| 2026-02-13 | 13F | Squarepoint Ops LLC | 0 | -100,00 | 0 | |||||
| 2025-10-16 | 13F | Provident Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Armbruster Capital Management, Inc. | 469.056 | 0,77 | 21.319 | 3,64 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 7.816 | 0,00 | 355 | 2,90 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Carnegie Capital Asset Management, LLC | 834.200 | 9,55 | 37.914 | 12,67 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 3.250 | 52,58 | 0 | |||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 1.405 | -12,30 | 67 | -5,63 | ||||
| 2026-01-16 | 13F | Cyr Financial Inc. | 5.368 | -28,51 | 244 | -26,59 | ||||
| 2026-01-21 | 13F | Landaas & Co /wi /adv | 39.102 | 85,41 | 1.777 | 90,67 | ||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 22.149 | 19,02 | 1.007 | 22,38 | ||||
| 2026-01-08 | 13F | Versant Capital Management, Inc | 14.122 | 0,00 | 642 | 2,72 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 688.496 | -1,53 | 31.292 | 0,87 | ||||
| 2026-01-15 | 13F | Stewardship Advisors, LLC | 4.975 | 0,00 | 226 | 3,20 | ||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 9.336 | -0,50 | 413 | 1,73 | ||||
| 2026-01-22 | 13F | Bfsg, Llc | 136.234 | 2,82 | 6.192 | 5,76 | ||||
| 2026-01-23 | 13F | G2 Capital Management, Llc / Oh | 11.276 | -9,11 | 512 | -6,57 | ||||
| 2026-02-02 | 13F | Qrg Capital Management, Inc. | 5.179 | 235 | ||||||
| 2026-03-24 | 13F | Armis Advisers, LLC | 8.027 | -15,01 | 358 | -15,00 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 6.119 | -73,33 | 278 | -72,56 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 23.913 | -2,30 | 1.087 | 0,46 | ||||
| 2026-01-12 | 13F | World Equity Group, Inc. | 6.761 | 0,33 | 307 | 3,37 | ||||
| 2026-01-09 | 13F | Diversified Trust Co | 8.133 | 0,00 | 370 | 2,79 | ||||
| 2026-02-17 | 13F | Per Stirling Capital Management, LLC. | 8.322 | 8,26 | 378 | 11,50 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 769.033 | -0,92 | 35 | 0,00 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 16.475.605 | 4,60 | 748.814 | 7,59 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 13.792 | 0,76 | 627 | 3,64 | ||||
| 2026-02-12 | 13F | Valley Forge Investment Consultants Inc Adv | 5.588 | 0,00 | 254 | 2,85 | ||||
| 2026-01-15 | 13F | Brookstone Capital Management | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 9.840 | -0,37 | 447 | 2,52 | ||||
| 2026-02-02 | 13F | Sachetta, LLC | 226 | 10 | ||||||
| 2026-02-05 | 13F | Atria Investments Llc | 144.714 | 35,61 | 6.577 | 39,49 | ||||
| 2026-02-10 | 13F | Td Asset Management Inc | 35.594 | 1,54 | 1.618 | 4,39 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 2.070 | -37,82 | 94 | -36,05 | ||||
| 2025-11-14 | 13F | Icon Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Dana Investment Advisors, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 119.948 | -3,91 | 5.452 | -1,18 | ||||
| 2025-11-06 | 13F | Spurstone Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Connecticut Capital Management Group, LLC | 35.777 | 1.626 | ||||||
| 2025-11-07 | 13F | Synovus Financial Corp | 5.533 | 2,41 | 245 | 4,72 | ||||
| 2026-01-27 | 13F | Klaas Financial Asset Advisors, LLC | 292.809 | 1,10 | 13.308 | 3,99 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 9.506 | 432 | ||||||
| 2026-02-11 | 13F | Ackerman Capital Advisors, LLC | 177.149 | 41,74 | 8.051 | 45,80 | ||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 331 | 147,01 | 15 | 200,00 | ||||
| 2026-02-17 | 13F/A | Sentinus, LLC | 30.181 | 1.372 | ||||||
| 2026-02-03 | 13F | Koshinski Asset Management, Inc. | 4.990 | 0,00 | 227 | 2,73 | ||||
| 2026-01-20 | 13F | Independence Bank of Kentucky | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Wingate Wealth Advisors, Inc. | 69.157 | 0,93 | 3.143 | 3,83 | ||||
| 2026-02-11 | 13F | Milestone Investment Advisors LLC | 80.963 | 1,55 | 3.680 | 4,43 | ||||
| 2026-02-03 | 13F | Brandywine Oak Private Wealth Llc | 10.908 | 63,15 | 496 | 67,80 | ||||
| 2026-02-09 | 13F | Allen Capital Group, LLC | 1.010.420 | -0,69 | 45.924 | 2,14 | ||||
| 2026-02-11 | 13F | Palladiem, Llc | 120.680 | 5.511 | ||||||
| 2026-02-13 | 13F | Platform Technology Partners | 8.592 | 0,00 | 390 | 2,90 | ||||
| 2026-01-22 | 13F | Triad Wealth Partners, LLC | 10.106 | -0,31 | 459 | 2,68 | ||||
| 2026-01-09 | 13F | Baron Financial Group, LLC | 102.055 | -1,97 | 4.638 | 0,83 | ||||
| 2026-01-22 | 13F | Glass Jacobson Investment Advisors llc | 47.610 | -7,52 | 2.164 | -4,88 | ||||
| 2026-02-03 | 13F | Cassaday & Co Wealth Management LLC | 4.899 | -4,80 | 223 | -2,20 | ||||
| 2026-02-10 | 13F | Catalyst Capital Advisors LLC | 1.431.920 | -5,13 | 65.081 | -2,42 | ||||
| 2026-02-04 | 13F | Midwest Trust Co | 9.575 | 0,00 | 435 | 2,84 | ||||
| 2026-02-10 | 13F | One Capital Management, LLC | 41.067 | 1.866 | ||||||
| 2026-02-11 | 13F | Prism Planning Partners LLC | 9.006 | 409 | ||||||
| 2026-01-23 | 13F | Sfm, Llc | 84.896 | 1,81 | 3.859 | 4,72 | ||||
| 2026-02-12 | 13F | Wedbush Securities Inc | 8.439 | -6,65 | 0 | |||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 7.047 | 44,97 | 320 | 49,53 | ||||
| 2026-02-11 | 13F | Franklin Resources Inc | 693.856 | 3,21 | 31.536 | 6,15 | ||||
| 2025-11-07 | 13F | Atticus Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Leigh Baldwin & Co., Llc | 4.658 | 1,93 | 212 | 5,47 | ||||
| 2026-02-17 | 13F | Coastal Bridge Advisors, LLC | 386.109 | 30,53 | 17.549 | 34,25 | ||||
| 2026-01-30 | 13F | Wealthfront Advisers Llc | 45.796 | 5,21 | 2.081 | 8,22 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 4.592 | 12,83 | 209 | 16,20 | ||||
| 2026-02-13 | 13F | Fiduciary Trust Co | 6.924 | 0,00 | 315 | 2,95 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 15.681 | -10,81 | 713 | -8,25 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 0 | 0 | ||||||
| 2026-02-11 | 13F | Cerity Partners LLC | 4.835.530 | 5,09 | 220.579 | 8,35 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 488 | 0,00 | 22 | 4,76 | ||||
| 2026-02-13 | 13F | Kilter Group LLC | 1 | -75,00 | 0 | |||||
| 2026-01-22 | 13F | Personal Cfo Solutions, Llc | 120.551 | 4,26 | 5.479 | 7,24 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 16 | 1 | ||||||
| 2026-01-20 | 13F | Sovran Advisors, LLC | 9.742 | -14,93 | 459 | -10,55 | ||||
| 2026-02-09 | 13F | Leavell Investment Management, Inc. | 121.388 | -0,61 | 5.517 | 2,24 | ||||
| 2026-02-12 | 13F | Colonial Trust Advisors | 254.964 | 9,16 | 11.588 | 12,28 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 673 | 14,65 | 0 | |||||
| 2026-02-11 | 13F | Cornerstone Advisors Asset Management, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Sweeney & Michel, Llc | 38.449 | 10,78 | 1.882 | 23,73 | ||||
| 2026-01-06 | 13F | Ehrlich Financial Group | 57.673 | 34,91 | 2.621 | 38,75 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 12.356 | 1.611,36 | 562 | 1.709,68 | ||||
| 2026-01-05 | 13F | GAMMA Investing LLC | 829 | 0,00 | 38 | 2,78 | ||||
| 2026-01-22 | 13F | Yoder Wealth Management, Inc. | 31.686 | 0,00 | 1.440 | 2,86 | ||||
| 2026-02-10 | 13F | Waterloo Capital, L.P. | 7.267 | 0,00 | 330 | 2,80 | ||||
| 2026-02-11 | 13F | Heartland Advisors Inc | 8.685 | 0,00 | 395 | 2,87 | ||||
| 2026-01-22 | 13F | Trilogy Capital Inc. | 43.210 | -5,84 | 1.964 | -3,16 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 6.340 | 288 | ||||||
| 2026-01-13 | 13F | Team Financial Group, LLC | 300 | 1,01 | 14 | 0,00 | ||||
| 2026-02-04 | 13F | BankPlus Wealth Management LLC | 88.299 | 14,07 | 4.013 | 17,34 | ||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 7.096 | 323 | ||||||
| 2026-01-23 | 13F | Ogorek Anthony Joseph /ny/ /adv | 769 | -10,48 | 0 | |||||
| 2026-01-14 | 13F | Pallas Capital Advisors LLC | 25.226 | 8,64 | 1.147 | 11,70 | ||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 1.243 | -62,78 | 56 | -61,90 | ||||
| 2026-01-30 | 13F | Laurel Wealth Advisors LLC | 75 | 3 | ||||||
| 2026-02-10 | 13F | SCS Capital Management LLC | 762.143 | -5,15 | 34.639 | -2,44 | ||||
| 2026-02-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 58.233 | 0,00 | 2.647 | 2,84 | ||||
| 2025-10-14 | 13F | HBK Sorce Advisory LLC | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Alpine Bank Wealth Management | 31.922 | -2,90 | 1.451 | -0,14 | ||||
| 2026-02-18 | 13F | Kastel Capital Advisors, LLC | 60.345 | 2.743 | ||||||
| 2026-02-09 | 13F | Firestone Capital Management | 22.737 | -0,83 | 1.033 | 1,97 | ||||
| 2026-02-09 | 13F | Morris Financial Concepts, Inc. | 60 | 0,00 | 3 | 0,00 | ||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 55.312.118 | 4,28 | 2.513.936 | 7,25 | ||||
| 2025-10-24 | 13F | Wela Strategies, Inc. | 24.067 | -5,39 | 1.064 | -3,28 | ||||
| 2025-11-14 | 13F | Skopos Labs, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Exchange Traded Concepts, Llc | 204.395 | 2,23 | 9.290 | 5,15 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 4.959 | 2,97 | 225 | 6,13 | ||||
| 2026-02-09 | 13F | Choate Investment Advisors | 23.777 | 0,00 | 1.081 | 2,86 | ||||
| 2026-02-13 | 13F | Haverford Financial Services, Inc. | 6.415 | 292 | ||||||
| 2026-03-25 | 13F | Mission Financial Group, LLC | 5.582 | 254 | ||||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 126.305 | 1,65 | 5.741 | 4,53 | ||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 38.127 | 1,11 | 1.733 | 3,96 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 2.225.066 | 0,87 | 101.129 | 3,75 | ||||
| 2026-01-22 | 13F | Intergy Private Wealth, LLC | 130.718 | 0,01 | 5.941 | 2,86 | ||||
| 2026-01-21 | 13F | Snider Financial Group | 69.269 | 6,25 | 3.148 | 9,31 | ||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 38.078 | 45,21 | 1.731 | 49,40 | ||||
| 2026-01-14 | 13F | International Private Wealth Advisors LLC | 8.800 | -2,98 | 400 | -0,25 | ||||
| 2026-02-11 | 13F | United Financial Planning Group LLC | 70 | 3 | ||||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 12.131.474 | 36,78 | 551.438 | 40,23 | ||||
| 2026-02-02 | 13F | Riverchase Wealth Management, Llc | 4.658 | -23,06 | 212 | -20,97 | ||||
| 2026-01-22 | 13F | Apollon Wealth Management, LLC | 1.118.611 | 2,61 | 50.841 | 5,54 | ||||
| 2026-02-04 | 13F | Mason Street Advisors, Llc | 748.240 | -0,43 | 34.008 | 2,41 | ||||
| 2026-01-15 | 13F | Enzi Wealth | 316.515 | -40,26 | 14.876 | -37,19 | ||||
| 2026-02-17 | 13F | Clark Capital Management Group, Inc. | 58.461 | -1,59 | 2.657 | 1,22 | ||||
| 2026-01-27 | 13F | Silver Coast Investments LLC | 865.680 | 0,24 | 39.345 | 3,10 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 116.042 | 321,42 | 5.274 | 333,72 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 66.803 | -48,89 | 3.036 | -47,43 | ||||
| 2026-02-06 | 13F | Auxano Advisors, LLC | 71.447 | 1.175,16 | 3.247 | 1.214,57 | ||||
| 2026-01-21 | 13F | Cambridge Advisors Inc. | 6.078 | -4,73 | 276 | -1,78 | ||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 10.798 | 33,51 | 0 | |||||
| 2026-01-14 | 13F | Kraft, Davis & Associates, LLC | 59.174 | -9,82 | 2.767 | -6,90 | ||||
| 2026-02-02 | 13F | McHugh Group, LLC | 16.200 | 0,00 | 736 | 2,94 | ||||
| 2026-01-21 | 13F | BIP Wealth, LLC | 28.620 | 1.301 | ||||||
| 2026-01-26 | 13F | Annex Advisory Services, LLC | 13.586 | -3,11 | 617 | -0,32 | ||||
| 2026-02-10 | 13F | Argent Trust Co | 5.133 | 0,00 | 233 | 3,10 | ||||
| 2026-02-06 | 13F | Lloyd Advisory Services, LLC. | 976 | 44 | ||||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 815.104 | -16,77 | 37.052 | -12,75 | ||||
| 2026-01-20 | 13F | HMV Wealth Advisors, LLC | 43.125 | 0,00 | 1.960 | 2,89 | ||||
| 2026-01-29 | 13F | UBS Group AG | 3.899.423 | 0,30 | 177.229 | 3,16 | ||||
| 2026-02-02 | 13F | CENTRAL TRUST Co | 1.756 | 1,92 | 80 | 3,95 | ||||
| 2026-02-17 | 13F | Bitterroot Capital Advisors Llc | 377.947 | 17.177 | ||||||
| 2026-02-03 | 13F | Ethic Inc. | 6.336 | 0,00 | 288 | 2,87 | ||||
| 2026-02-06 | 13F | Motco | 1.995 | 0,00 | 91 | 2,27 | ||||
| 2026-02-04 | 13F | Bailard, Inc. | 138.280 | 1,20 | 6.285 | 4,07 | ||||
| 2026-02-05 | 13F | Intrua Financial, LLC | 264.161 | 14,83 | 12.006 | 18,11 | ||||
| 2026-02-17 | 13F | Sterling Wealth Management, Inc. | 5.979 | 0,03 | 272 | 2,65 | ||||
| 2026-01-12 | 13F | Hickory Point Bank & Trust | 7.072 | 0,00 | 321 | 2,88 | ||||
| 2026-01-12 | 13F | Freestate Advisors LLC | 8.803 | 1,31 | 400 | 4,44 | ||||
| 2026-02-04 | 13F | Rollins Financial Advisors, LLC | 13.623 | -50,48 | 619 | -49,05 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 920.169 | 123,08 | 41.839 | 129,54 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 162 | 7 | ||||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 1.992 | 5,90 | 91 | 8,43 | ||||
| 2026-01-14 | 13F | Crumly & Associates Inc. | 121.009 | 0,79 | 5.500 | 3,66 | ||||
| 2026-01-15 | 13F | Highline Wealth Partners Llc | 609 | 0,00 | 28 | 3,85 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 14.278 | -7,57 | 649 | -4,99 | ||||
| 2026-02-11 | 13F | Vermillion Wealth Management, Inc. | 1.746 | -0,46 | 79 | 2,60 | ||||
| 2026-01-28 | 13F | Schmidt P J Investment Management Inc | 58.413 | 0,21 | 2.655 | 3,07 | ||||
| 2025-11-12 | 13F | Erste Asset Management GmbH | 0 | 0 | ||||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 526 | 0,96 | 24 | 0,00 | ||||
| 2026-02-17 | 13F | Principal Street Partners, LLC | 133.269 | 0,48 | 6.057 | 3,34 | ||||
| 2025-10-07 | 13F | EWG Elevate Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 297 | 0,00 | 13 | 0,00 | ||||
| 2026-02-09 | 13F | Valence8 US LP | 922.976 | 0,72 | 41.949 | 3,60 | ||||
| 2026-02-09 | 13F | Shufro Rose & Co Llc | 8.297 | -77,85 | 377 | -74,63 | ||||
| 2026-02-12 | 13F | Johnson Financial Group, Inc. | 6.486 | -29,82 | 295 | -27,94 | ||||
| 2026-02-02 | 13F | Nicholas Hoffman & Company, LLC. | 9.964 | 73,80 | 453 | 78,66 | ||||
| 2026-02-03 | 13F | Manning & Napier Advisors Llc | 1.557 | -0,76 | 71 | 1,45 | ||||
| 2026-02-17 | 13F | Ewing Morris & Co. Investment Partners Ltd. | 165.275 | 18,11 | 7.604 | 22,97 | ||||
| 2026-02-09 | 13F | Robinson Smith Wealth Advisors Llc | 35.845 | -6,06 | 1.629 | -3,38 | ||||
| 2026-01-23 | 13F | Inlight Wealth Management, LLC | 280.326 | 28,72 | 12.741 | 32,39 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 5.524 | 0,00 | 251 | 2,87 | ||||
| 2026-02-09 | 13F | Thrive Capital Management, LLC | 17.067 | -21,72 | 776 | -19,52 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 4.450.801 | 11,31 | 202.289 | 14,49 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 352.252 | -87,36 | 15.914 | -87,08 | ||||
| 2026-01-05 | 13F | Horizons Wealth Management | 2.951 | 0,61 | 134 | 3,88 | ||||
| 2026-01-22 | 13F | Vicus Capital | 16.448 | 0,03 | 748 | 2,89 | ||||
| 2026-02-11 | 13F | Madden Advisory Services, Inc. | 11.996 | 0,00 | 545 | 2,83 | ||||
| 2025-11-05 | 13F | Burt Wealth Advisors | 12.489 | 0,00 | 552 | 2,23 | ||||
| 2025-12-16 | 13F | Garde Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Altus Wealth Management, LLC | 476.554 | 2,39 | 21.659 | 5,31 | ||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 8.679 | -5,01 | 394 | -2,23 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 44.882 | -0,32 | 2.040 | 2,51 | ||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 12.031 | 547 | ||||||
| 2026-02-09 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1.173 | 0,00 | 53 | 3,92 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 220 | -22,81 | ||||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 511.973 | -86,72 | 23.269 | -86,34 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 520 | 0,00 | 23 | 0,00 | ||||
| 2026-01-12 | 13F | Seacrest Wealth Management, Llc | 8.536 | 4,28 | 396 | 7,34 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 2.648.394 | -4,22 | 120.369 | -1,48 | ||||
| 2026-02-13 | 13F | Tobias Financial Advisors, Inc. | 1.040.991 | 9,18 | 47.313 | 12,29 | ||||
| 2025-11-03 | 13F | Belpointe Asset Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-30 | 13F | Keybank National Association/oh | 4.757 | 216 | ||||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 101.633 | 11,00 | 4.619 | 14,16 | ||||
| 2025-11-12 | 13F | Palo Alto Wealth Advisors, Llc | 97.842 | 2,61 | 4.421 | 7,26 | ||||
| 2026-01-26 | 13F | Foster Victor Wealth Advisors, LLC | 655.165 | -0,56 | 30.957 | 4,23 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 211.746 | 12,56 | 9.624 | 13,73 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 111 | 0,00 | 5 | 25,00 | ||||
| 2026-02-18 | 13F/A | Pinnacle Financial Partners, Inc. | 5.533 | 251 | ||||||
| 2026-02-04 | 13F | Peak Wealth Management LLC | 4.865 | 221 | ||||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 581.908 | 28,61 | 26.448 | 32,27 | ||||
| 2026-02-11 | 13F | Wharton Business Group, LLC | 768.785 | 0,15 | 34.941 | 3,00 | ||||
| 2026-01-15 | 13F | Crane Advisory, LLC | 25.340 | 0,61 | 1.194 | 6,42 | ||||
| 2026-01-29 | 13F | Nbc Securities, Inc. | 2.234 | 39,54 | 102 | 44,29 | ||||
| 2026-02-11 | 13F | Tradition Wealth Management, LLC | 27.639 | 0,34 | 1.256 | 3,20 | ||||
| 2025-11-14 | 13F | Great Valley Advisor Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 146.604 | -17,31 | 6.663 | -14,95 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 398 | 1,53 | 18 | 5,88 | ||||
| 2026-02-26 | 13F | TD Capital Management LLC | 186 | 0,54 | 8 | 0,00 | ||||
| 2026-01-26 | 13F | Provenance Wealth Advisors, LLC | 43 | 0,00 | 2 | 0,00 | ||||
| 2026-02-11 | 13F | Ipsen Advisor Group LLC | 10.369 | -0,91 | 471 | 1,95 | ||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 1.080 | -97,33 | 49 | -97,24 | ||||
| 2026-01-09 | 13F | Breakwater Capital Group | 279.229 | 8,28 | 12.691 | 11,36 | ||||
| 2026-01-27 | 13F | Elevate Wealth Advisory, Inc | 479 | 0,00 | 22 | 0,00 | ||||
| 2026-02-13 | 13F | Delos Wealth Advisors, LLC | 196 | 0,00 | 9 | 0,00 | ||||
| 2026-01-29 | 13F | Brown Financial Advisory | 8.179 | 0,00 | 372 | 2,77 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 1.198.550 | 6,26 | 54.474 | 9,29 | ||||
| 2026-02-10 | 13F | SFI Advisors, LLC | 70.694 | 0,56 | 3.213 | 3,44 | ||||
| 2026-01-13 | 13F | Adamsbrown Wealth Consultants Llc | 34.777 | -3,52 | 1.581 | -0,75 | ||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 3.435 | -46,91 | 156 | -45,26 | ||||
| 2025-11-14 | 13F | Community Bank, N.A. | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Emerald Advisors, LLC | 141.342 | -29,99 | 6.424 | -28,00 | ||||
| 2026-02-02 | 13F | Balentine LLC | 122.957 | -16,70 | 5.588 | -14,32 | ||||
| 2026-01-13 | 13F | Capital Investment Advisors, LLC | 5.785.620 | 4,24 | 262.956 | 7,21 | ||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 26.509 | 6,44 | 1.205 | 9,45 | ||||
| 2026-02-05 | 13F | Financial Strategies Group, Inc. | 216.677 | -0,28 | 10.112 | 4,58 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 49.776 | 62,05 | 2.262 | 66,69 | ||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 1.360 | -86,46 | 62 | -86,23 | ||||
| 2026-02-02 | 13F | Longview Financial Advisors, Inc. | 314.888 | 0,59 | 14.312 | 3,46 | ||||
| 2026-02-06 | 13F | Forefront Wealth Partners, LLC | 24.022 | -2,11 | 1.092 | 0,65 | ||||
| 2026-01-15 | 13F | Clg Llc | 29.655 | 21,16 | 1.348 | 24,61 | ||||
| 2026-01-30 | 13F | Durante & Waters, Llc | 72.675 | -0,78 | 3.303 | 2,07 | ||||
| 2026-01-30 | 13F | Belleair Asset Management, LLC | 11.152 | 507 | ||||||
| 2025-12-01 | 13F | Payne Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 648 | 0,00 | 0 | |||||
| 2026-02-02 | 13F | Capital Investment Counsel, LLC | 177.408 | 2,57 | 8.063 | 5,51 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 1.410 | 0,00 | 64 | 3,23 | ||||
| 2026-01-28 | 13F | HB Wealth Management, LLC | 29.099 | 26,68 | 1.323 | 30,25 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 239.712 | 492,96 | 10.895 | 509,97 | ||||
| 2026-02-13 | 13F | Genesis Wealth Advisors, LLC | 160.129 | 2,57 | 7.278 | 5,48 | ||||
| 2026-03-04 | 13F | SHP Wealth Management | 292 | 13 | ||||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 4.618.902 | -5,85 | 209.929 | -3,16 | ||||
| 2026-02-17 | 13F | Twin Focus Capital Partners, Llc | 4.900 | 0,00 | 223 | 2,78 | ||||
| 2026-01-16 | 13F | Park Edge Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 1.292.773 | 1,92 | 58.757 | 4,82 | ||||
| 2026-02-10 | 13F | Pasadena Private Wealth, LLC | 17.793 | 5,29 | 809 | 8,31 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 31.576 | 5,94 | 1.435 | 8,96 | ||||
| 2026-02-10 | 13F | Continuum Advisory, LLC | 5.478 | -21,04 | 249 | -18,95 | ||||
| 2026-02-12 | 13F | SVRN Asset Management, LLC | 191.946 | 8.724 | ||||||
| 2026-02-17 | 13F | Opal Capital Llc | 43.254 | 2.103 | ||||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 271.620 | 2,74 | 12.345 | 5,68 | ||||
| 2026-02-23 | 13F | Mv Capital Management, Inc. | 62 | 3 | ||||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 3.070 | 0,00 | 136 | 2,27 | ||||
| 2026-02-10 | 13F | Bbr Partners, Llc | 85.430 | 0,49 | 3.883 | 3,35 | ||||
| 2026-02-11 | 13F | Patron Partners Advisors, Llc | 47.084 | 29,21 | 2.140 | 32,86 | ||||
| 2026-02-13 | 13F | Evelyn Partners Asset Management Ltd | 50 | 0,00 | 2 | 0,00 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Fiduciary Alliance LLC | 5.290 | 240 | ||||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 5.167 | 0,17 | 235 | 3,08 | ||||
| 2026-02-17 | 13F | Fmr Llc | 1.280.788 | 1,56 | 58.212 | 4,46 | ||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 84.620 | 1,23 | 3.949 | 5,39 | ||||
| 2025-11-10 | 13F | Ameritas Investment Partners, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 8.111 | -95,72 | 369 | -95,61 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 67.668 | 1,89 | 3 | 50,00 | ||||
| 2026-02-05 | 13F | Evergreen Wealth Partners LLC | 9.111 | 414 | ||||||
| 2026-01-21 | 13F | Stone House Investment Management, LLC | 26 | 1 | ||||||
| 2026-02-13 | 13F | Brown Advisory Inc | 11.710 | -5,63 | 532 | -2,92 | ||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 58.472 | 2.658 | ||||||
| 2026-01-09 | 13F | Marshall Financial Group LLC | 254.870 | 2,27 | 11.584 | 5,19 | ||||
| 2026-01-22 | 13F | Financial Consulate, Inc | 73 | 0,00 | 3 | 0,00 | ||||
| 2025-11-07 | 13F | Keener Financial Planning LLC | 0 | -100,00 | 0 | |||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 750 | 0,00 | 34 | 3,03 | ||||
| 2026-02-13 | 13F | Oxford Financial Group Ltd | 271 | 0,00 | 12 | 9,09 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 17.188 | 0,79 | 781 | 3,72 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 290.690 | 1,90 | 13.212 | 4,80 | ||||
| 2026-01-15 | 13F | MFA Wealth Services | 129.898 | 4,24 | 5.904 | 7,21 | ||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 5.119 | -25,66 | 0 | |||||
| 2026-02-10 | 13F | Savant Capital, LLC | 395.043 | -3,23 | 17.955 | -0,47 | ||||
| 2026-01-27 | 13F | Journey Advisory Group, LLC | 94.457 | -12,15 | 4.293 | -9,64 | ||||
| 2026-01-08 | 13F | Gryphon Financial Partners LLC | 35.140 | 19,18 | 1.597 | 22,66 | ||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 121.519 | -2,77 | 1.587 | -71,26 | ||||
| 2026-01-29 | 13F | UMA Financial Services, Inc. | 2.869 | 1,02 | 130 | 4,00 | ||||
| 2026-01-21 | 13F | Unison Advisors LLC | 851.886 | 1,58 | 38.718 | 4,47 | ||||
| 2026-01-21 | 13F | Apella Capital, LLC | 92.930 | -11,85 | 4.224 | -10,38 | ||||
| 2026-02-09 | 13F | Key FInancial Inc | 5.828 | 2,71 | 265 | 4,35 | ||||
| 2025-11-25 | 13F | Briaud Financial Planning, Inc | 0 | -100,00 | 0 | |||||
| 2026-01-02 | 13F | Insight Wealth Strategies, LLC | 9.941 | 0,03 | 452 | 2,73 | ||||
| 2026-01-09 | 13F | Friday Financial | 10.592 | 0,00 | 481 | 2,78 | ||||
| 2026-03-02 | 13F | Clearwave Capital, LLC | 51.332 | 2.333 | ||||||
| 2025-11-10 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Plimoth Trust Co Llc | 125.162 | -1,48 | 5.689 | 1,32 | ||||
| 2026-02-06 | 13F | Wolff Financial Management Llc | 9.289 | 0,66 | 422 | 3,69 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Redwood Financial Network Corp | 14.808 | -17,65 | 673 | -15,24 | ||||
| 2026-01-08 | 13F | Maridea Wealth Management LLC | 15.250 | 29,04 | 693 | 30,26 | ||||
| 2026-01-28 | 13F | Financial Perspectives, Inc | 328 | 0,00 | 15 | 0,00 | ||||
| 2026-01-21 | 13F | Ledyard National Bank | 430.930 | -1,27 | 19.586 | 1,54 | ||||
| 2026-02-09 | 13F | MSH Capital Advisors LLC | 14.426 | 5,93 | 656 | 8,99 | ||||
| 2026-02-13 | 13F | Haverford Trust Co | 660.772 | 18,87 | 30.032 | 22,27 | ||||
| 2026-02-11 | 13F | Tacita Capital Inc | 102.629 | 3,29 | 4.664 | 6,24 | ||||
| 2026-01-12 | 13F | Foster Group, Inc. | 520.732 | 5,67 | 23.667 | 8,69 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 39.138 | 125,71 | 1.779 | 132,11 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 1.502.162 | 2,61 | 68.273 | 5,54 | ||||
| 2025-10-30 | 13F | Twin Peaks Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Scarborough Advisors, LLC | 1.226 | -9,85 | 56 | -8,33 | ||||
| 2026-02-03 | 13F | Patton Albertson Miller Group, Llc | 137.974 | -20,14 | 6.271 | -17,87 | ||||
| 2026-02-12 | 13F | Daybright Advisory Services, Inc. | 103.819 | 4.719 | ||||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 9.411 | -36,93 | 428 | -35,20 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 82.762 | 4,23 | 3.762 | 7,21 | ||||
| 2026-02-04 | 13F | Life Line Wealth Management Llc | 942.700 | -2,59 | 42.846 | 0,19 | ||||
| 2026-01-15 | 13F | Shum Financial Group, Inc. | 82.704 | 13,43 | 3.759 | 16,67 | ||||
| 2026-02-10 | 13F | Moors & Cabot, Inc. | 50.607 | 0,93 | 2.300 | 3,84 | ||||
| 2026-02-11 | 13F | Gwn Securities Inc. | 5.360 | -4,95 | 244 | -2,41 | ||||
| 2026-02-13 | 13F | Cetera Trust Company, N.A | 686 | 31 | ||||||
| 2026-02-10 | 13F | Dynasty Wealth Management, Llc | 1.633.151 | 74.227 | ||||||
| 2026-02-17 | 13F | Hyundai Investments Co., Ltd. | 10.914 | 499 | ||||||
| 2026-02-04 | 13F | Madison Asset Management, LLC | 85.068 | 14,89 | 3.866 | 18,19 | ||||
| 2026-01-29 | 13F | DecisionPoint Financial, LLC | 210 | -27,84 | 10 | -25,00 | ||||
| 2026-01-16 | 13F | Perigon Wealth Management, LLC | 6.849 | -18,68 | 311 | -16,40 | ||||
| 2026-03-03 | 13F | Koenig Investment Advisory, LLC | 201.104 | 9.963 | ||||||
| 2026-01-28 | 13F | Alesco Advisors Llc | 11.800 | 0,00 | 536 | 2,88 | ||||
| 2026-02-17 | 13F | Chilton Investment Co Llc | 7.662 | 0,00 | 348 | 2,96 | ||||
| 2026-02-03 | 13F | Alta Wealth Advisors LLC | 5.182 | 0,00 | 236 | 3,07 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 1.719.386 | 9,88 | 78.147 | 13,01 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 363 | 1,11 | 16 | 6,67 | ||||
| 2026-02-06 | 13F | Signature Estate & Investment Advisors Llc | 67.268 | -1,76 | 3.057 | 1,06 | ||||
| 2026-01-14 | 13F | Bond & Devick Financial Network, Inc. | 6.370 | 0,00 | 290 | 2,85 | ||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 2.320 | 595 | ||||||
| 2026-01-16 | 13F | YHB Investment Advisors, Inc. | 120.568 | 8,17 | 5.480 | 11,25 | ||||
| 2026-01-15 | 13F | Professional Financial Advisors, LLC | 66.566 | 3,04 | 3.025 | 5,99 | ||||
| 2026-01-22 | 13F | Red Tortoise LLC | 3.484 | 1,01 | 158 | 3,95 | ||||
| 2026-01-05 | 13F | GK Wealth Management LLC | 8.307 | 378 | ||||||
| 2026-01-23 | 13F | Fortress Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | StoneX Group Inc. | 5.174 | 0,00 | 235 | 3,07 | ||||
| 2026-02-17 | 13F | Keebeck Wealth Management, LLC | 4.536 | 206 | ||||||
| 2026-01-23 | 13F | Eagle Strategies LLC | 153.777 | 0,23 | 6.989 | 3,10 | ||||
| 2026-01-29 | 13F | OMNI 360 Wealth, Inc. | 52.567 | 0,82 | 2.471 | 7,20 | ||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 15.462 | 4,79 | 1 | |||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 26.348.823 | -1,00 | 1.197.554 | 1,83 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 4.865 | -85,76 | 221 | -85,35 | ||||
| 2026-02-10 | 13F | TAGStone Capital, Inc. | 15.123 | 32,89 | 687 | 36,85 | ||||
| 2026-01-27 | 13F | Prasad Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 181.985 | 81,13 | 8.271 | 85,82 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 318.089 | 9,17 | 14.457 | 12,29 | ||||
| 2026-01-30 | 13F | ASB Consultores, LLC | 26.165 | 46,85 | 1.232 | 56,42 | ||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 37 | 0,00 | 2 | 0,00 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 7.738 | 352 | ||||||
| 2026-01-15 | 13F | Trust Co | 26.260 | 0,00 | 1.194 | 2,84 | ||||
| 2026-01-21 | 13F | MBL Wealth, LLC | 20.180 | -7,81 | 917 | -5,17 | ||||
| 2026-01-12 | 13F | Lvm Capital Management Ltd/mi | 257.461 | 3,63 | 12 | 10,00 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 1.032.891 | 5,45 | 47 | 6,98 | ||||
| 2026-02-17 | 13F | Creative Planning | 81.361 | 52,41 | 3.698 | 56,72 | ||||
| 2026-01-27 | 13F | Forum Financial Management, LP | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-14 | 13F | True Vision MN LLC | 10.020 | 1,20 | 455 | 4,12 | ||||
| 2026-01-30 | 13F | SOL Capital Management CO | 137.758 | 3,53 | 6 | 20,00 | ||||
| 2026-02-04 | 13F | 49 Wealth Management, Llc | 45.312 | -44,45 | 2.059 | -42,87 | ||||
| 2026-02-17 | 13F | Opus Financial Solutions LLC | 8.430 | 383 | ||||||
| 2026-02-17 | 13F | Tolleson Wealth Management, Inc. | 262.833 | -0,61 | 11.946 | 2,22 | ||||
| 2025-10-14 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Sagace Wealth Management LLC | 6.479 | -7,23 | 294 | -4,55 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 49.229 | 9,61 | 2.237 | 12,75 | ||||
| 2026-01-12 | 13F | DAVENPORT & Co LLC | 101.770 | 4,60 | 4.625 | 7,58 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 486.613 | 9,05 | 22.117 | 12,16 | ||||
| 2026-01-26 | 13F | Forteris Wealth Management Inc. | 46.649 | 2.120 | ||||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 129.505 | 29,69 | 5.886 | 33,41 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 805 | 37 | ||||||
| 2026-02-12 | 13F | Andina Capital Management, LLC | 28.310 | 3,10 | 1.287 | 6,02 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 434.010 | 7,68 | 19.721 | 10,80 | ||||
| 2026-02-13 | 13F | Fortis Capital Management LLC | 13.752 | 625 | ||||||
| 2026-01-30 | 13F | Interchange Capital Partners, LLC | 328.956 | 5,05 | 14.951 | 8,04 | ||||
| 2026-01-12 | 13F | Richard P Slaughter Associates Inc | 189.104 | -2,87 | 8.595 | -0,10 | ||||
| 2026-02-05 | 13F | IMG Wealth Management, Inc. | 178 | 8 | ||||||
| 2026-02-03 | 13F | Navigoe, LLC | 880 | 0,00 | 0 | |||||
| 2026-01-07 | 13F | Everhart Financial Group, Inc. | 4.757 | 0,19 | 216 | 3,35 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 143.088 | -53,35 | 6.503 | -52,03 | ||||
| 2026-01-23 | 13F | TFC Financial Management | 10.598 | -1,09 | 482 | 1,69 | ||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 14.066 | 35,96 | 639 | 39,82 | ||||
| 2026-01-27 | 13F | Benningfield Financial Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Trust Co Of Toledo Na /oh/ | 553 | 436,89 | 25 | 525,00 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 19.386 | 380,21 | 881 | 406,32 | ||||
| 2025-10-22 | 13F | City Holding Co | 0 | -100,00 | 0 | |||||
| 2026-03-25 | 13F/A | Lifetime Wealth Management P.C. | 41.841 | 1.902 | ||||||
| 2026-01-16 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6.444.572 | 84,77 | 292.906 | 90,04 | ||||
| 2026-02-11 | 13F | Liberty Square Wealth Partners Llc | 166.846 | -58,42 | 7.583 | -57,23 | ||||
| 2026-01-14 | 13F | Nova R Wealth, Inc. | 49.519 | 4,70 | 2.251 | 7,71 | ||||
| 2026-02-05 | 13F | Pinnacle Associates Ltd | 4.863 | 0,54 | 221 | 3,76 | ||||
| 2026-01-09 | 13F | Carr Financial Group Corp | 579.506 | 2,32 | 26.339 | 5,23 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 25.840 | -3,59 | 1.174 | -0,84 | ||||
| 2026-02-09 | 13F | Regimen Wealth, Llc | 248.387 | 0,13 | 11.289 | 3,02 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 153.171 | -0,62 | 6.962 | 2,22 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 28.736 | -3,73 | 1.306 | -0,99 | ||||
| 2026-01-27 | 13F | BankPlus Trust Department | 23.867 | 20,61 | 1.085 | 24,03 | ||||
| 2026-02-06 | 13F | Creative Financial Designs Inc /adv | 115.048 | 6,56 | 5.229 | 9,60 | ||||
| 2026-02-10 | 13F | Calton & Associates, Inc. | 19.318 | 0,58 | 878 | 3,54 | ||||
| 2025-11-04 | 13F | Guerra Advisors Inc | 606 | 27 | ||||||
| 2026-01-22 | 13F | Paragon Capital Management Ltd | 608.979 | 0,30 | 27.678 | 3,16 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 10.734 | 0,37 | 488 | 3,18 | ||||
| 2026-01-30 | 13F | Arlington Trust Co LLC | 1.450 | 0,00 | 66 | 1,56 | ||||
| 2026-02-02 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 4.837 | 0,00 | 220 | 2,82 | ||||
| 2025-11-03 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 4.195.957 | -7,52 | 190.706 | -4,88 | ||||
| 2026-02-02 | 13F | Millburn Ridgefield Corp | 1.431.920 | -5,13 | 65.081 | -2,42 | ||||
| 2026-01-28 | 13F | WPG Advisers, LLC | 133.228 | -8,08 | 6.055 | -5,46 | ||||
| 2026-02-13 | 13F | Victory Capital Management Inc | 98.568 | -75,81 | 4.480 | -75,12 | ||||
| 2026-02-14 | 13F | Howe & Rusling Inc | 79.161 | 7,11 | 3.598 | 10,17 | ||||
| 2026-02-12 | 13F | Cowa, Llc | 9.511 | 24,69 | 432 | 28,19 | ||||
| 2026-01-13 | 13F | Mather Group, Llc. | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Princeton Global Asset Management LLC | 4.113 | 7,33 | 187 | 10,06 | ||||
| 2026-01-12 | 13F | Sax Wealth Advisors, Llc | 39.924 | -9,70 | 1.815 | -7,12 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 1.135.280 | 2,96 | 51.598 | 5,89 | ||||
| 2026-02-12 | 13F | Empower Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Miracle Mile Advisors, LLC | 80.493 | -1,38 | 3.658 | 1,44 | ||||
| 2026-02-02 | 13F | Ascent Wealth Partners, LLC | 420.644 | 1,48 | 19.118 | 4,38 | ||||
| 2026-02-02 | 13F | Opes Wealth Management LLC | 43.734 | 0,62 | 1.988 | 3,49 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 44 | 7,32 | 2 | 0,00 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 29.754 | 1,84 | 1.352 | 4,73 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 98.846 | -6,95 | 4.493 | -4,32 | ||||
| 2026-01-13 | 13F | LongView Wealth Management | 163.548 | -0,81 | 7.703 | 5,74 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 55.323 | 68,04 | 2.514 | 74,95 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 1.522.622 | -9,39 | 69.203 | -6,81 | ||||
| 2026-01-23 | 13F | Fifth Third Securities, Inc. | 74.636 | 4,47 | 3.392 | 7,48 | ||||
| 2026-02-10 | 13F | Verus Capital Partners, Llc | 276.130 | 4,51 | 12.550 | 7,49 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 26.657 | 2,31 | 1 | 0,00 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 916.015 | 1,24 | 41.633 | 4,13 | ||||
| 2026-02-10 | 13F | Operose Advisors LLC | 212 | 0,00 | 10 | 0,00 | ||||
| 2025-10-08 | 13F | Beacon Financial Group | 7.518 | 0,00 | 332 | 2,47 | ||||
| 2026-02-12 | 13F | Betterment LLC | 44.908 | -3,92 | 2 | 0,00 | ||||
| 2026-02-12 | 13F | ICICI Prudential Asset Management Co Ltd | 91.455 | 0,00 | 4.157 | 2,87 | ||||
| 2026-02-04 | 13F | Boston Private Wealth Llc | 146.152 | -3,21 | 6.643 | -0,45 | ||||
| 2026-01-07 | 13F | Crescent Sterling, Ltd. | 12.726 | 15,56 | 578 | 18,93 | ||||
| 2026-02-05 | 13F | L & S Advisors Inc | 21.973 | 0,34 | 999 | 3,21 | ||||
| 2026-02-05 | 13F | Evensky & Katz LLC | 106.595 | 0,19 | 5 | 0,00 | ||||
| 2026-01-14 | 13F | Pathway Financial Advisors LLC | 25.686 | 3,99 | 1.199 | 9,81 | ||||
| 2026-02-03 | 13F | Retirement Planning Group | 387.131 | -5,46 | 17.595 | -2,76 | ||||
| 2026-02-12 | 13F | Titleist Asset Management, Llc | 31.773 | 1,73 | 1.444 | 4,64 | ||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 18 | 0,00 | 1 | |||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 1.343 | 0,00 | 61 | 3,39 | ||||
| 2026-02-11 | 13F | Dorsey & Whitney Trust CO LLC | 82.464 | 0,80 | 3.748 | 3,65 | ||||
| 2025-11-06 | 13F | Ground Swell Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Citigroup Inc | 7.323 | -23,89 | 333 | -21,88 | ||||
| 2026-01-22 | 13F | Apollon Financial, LLC | 116.325 | 13,45 | 5.287 | 16,69 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 122 | 6 | ||||||
| 2026-02-10 | 13F | Linscomb & Williams, Inc. | 170.632 | 5,18 | 7.755 | 8,17 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 1.708.085 | 12,15 | 77.632 | 15,35 | ||||
| 2026-01-13 | 13F | Kathmere Capital Management, LLC | 467.470 | 5,07 | 21.247 | 8,07 | ||||
| 2026-01-14 | 13F | Wolff Wiese Magana Llc | 240 | 0,00 | 11 | 0,00 | ||||
| 2026-01-29 | 13F | Kickstand Ventures, Llc. | 5.579 | -0,46 | 254 | 2,43 | ||||
| 2026-02-11 | 13F | Employees' Retirement Fund of the City of Fort Worth | 208.900 | 0,00 | 9.495 | 2,85 | ||||
| 2026-01-12 | 13F | Harbor Group, Inc. | 837.479 | 2,85 | 38.063 | 5,78 | ||||
| 2026-02-02 | 13F | PKS Advisory Services, LLC | 15.430 | -2,26 | 701 | 0,57 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 79.227 | 6,03 | 3.601 | 9,02 | ||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 232.673 | 7,58 | 10.543 | 10,32 | ||||
| 2026-02-04 | 13F | Frontier Asset Management, LLC | 337.467 | -1,23 | 15.338 | 1,58 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 18.854 | 14,20 | 857 | 17,42 | ||||
| 2026-02-11 | 13F | Cornerstone Financial Group, LLC /NE/ | 32.989 | -2,74 | 1.499 | 0,07 | ||||
| 2026-02-11 | 13F | Syon Capital Llc | 7.520 | 342 | ||||||
| 2026-01-12 | 13F | Orser Capital Management, Llc | 48.546 | 0,58 | 9.642 | 2,72 | ||||
| 2026-01-09 | 13F | Dopkins Wealth Management, Llc | 20.325 | -2,31 | 924 | 0,44 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 8.445 | -1,76 | 384 | 1,06 | ||||
| 2026-01-23 | 13F | Schwab Charitable Fund | 7.090 | 322 | ||||||
| 2026-02-06 | 13F | Magnolia Private Wealth, LLC | 33.232 | -2,03 | 1.510 | 0,80 | ||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 9.791 | 6,01 | 445 | 9,07 | ||||
| 2026-02-13 | 13F | OpenArc Corporate Advisory, LLC | 1.993.460 | 90.603 | ||||||
| 2026-02-17 | 13F | Blue Chip Partners, Inc. | 17.192 | 0,77 | 781 | 3,72 | ||||
| 2026-01-16 | 13F | Worth Financial Advisory Group, LLC | 10.733 | -1,47 | 488 | 1,25 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 48.517 | 0,46 | 2.302 | 5,55 | ||||
| 2026-01-21 | 13F | Leo Wealth, LLC | 43.686 | 1.986 | ||||||
| 2026-02-11 | 13F | Montis Financial, LLC | 34.101 | -6,21 | 1.550 | -3,55 | ||||
| 2026-02-17 | 13F | Hurlow Wealth Management Group, Inc. | 5.777 | 0,00 | 263 | 2,75 | ||||
| 2026-01-21 | 13F | Warner Financial, Inc | 91.744 | 7,96 | 4 | 33,33 | ||||
| 2026-02-10 | 13F | Fort Sheridan Advisors Llc | 27.236 | -0,24 | 1.238 | 2,57 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 300.918 | -60,67 | 13.677 | -59,55 | ||||
| 2026-02-04 | 13F | Nwam Llc | 6.271 | 0,87 | 299 | 7,17 | ||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 15.624 | 8,11 | 710 | 11,29 | ||||
| 2026-02-17 | 13F | Laird Norton Trust Company, Llc | 9.336 | 424 | ||||||
| 2026-01-22 | 13F | Northcape Wealth Management, Llc | 244.862 | 1,59 | 11.129 | 4,48 | ||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 1.046 | -28,26 | 48 | -26,56 | ||||
| 2026-02-17 | 13F | Boreal Capital Management LLC | 9.504 | -12,76 | 432 | -10,40 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 242.251 | 22,50 | 11.010 | 26,00 | ||||
| 2026-02-13 | 13F | Planwiser Financial, Llc | 7.724 | 351 | ||||||
| 2026-01-20 | 13F | Signaturefd, Llc | 405 | 100,50 | 18 | 125,00 | ||||
| 2026-01-14 | 13F | Jfs Wealth Advisors, Llc | 1.950 | 0,00 | 89 | 2,33 | ||||
| 2025-10-30 | 13F | UNIVEST FINANCIAL Corp | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Middleton & Co Inc/ma | 156.467 | 5,69 | 7.111 | 8,71 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Focus Financial Network, Inc. | 200.803 | 0,15 | 9.126 | 3,00 | ||||
| 2026-02-10 | 13F | Measured Wealth Private Client Group, LLC | 154 | -36,10 | 7 | -40,00 | ||||
| 2026-02-11 | 13F | TCTC Holdings, LLC | 1.364 | 0,00 | 62 | 1,67 | ||||
| 2026-01-07 | 13F | Lake Street Financial Llc | 52.163 | 3,37 | 2.371 | 6,33 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 1.132 | 51 | ||||||
| 2026-02-04 | 13F | Greenwood Gearhart Inc | 22.297 | -8,49 | 1.013 | -5,86 | ||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 42.596 | -7,35 | 1.936 | -4,68 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 229.667 | 251,94 | 10.438 | 262,05 | ||||
| 2026-01-28 | 13F | Diversified Enterprises, LLC | 5.318 | 0,00 | 242 | 2,55 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 743.158 | 5,75 | 33.777 | 8,77 | ||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 42.327 | -5,41 | 1.924 | -2,73 | ||||
| 2026-02-17 | 13F | River's Edge Wealth Management, Llc | 6.689 | 326 | ||||||
| 2026-02-10 | 13F | Opulen Financial Group LLC | 187.673 | 0,75 | 8.530 | 3,62 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 13.068 | 16,98 | 594 | 20,28 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 538 | -85,65 | 24 | -85,45 | ||||
| 2026-02-13 | 13F | C M Bidwell & Associates Ltd | 4.562 | 3,31 | 207 | 6,15 | ||||
| 2026-02-04 | 13F | D'Orazio & Associates, Inc. | 1.012.270 | -2,25 | 46.008 | 0,53 | ||||
| 2026-02-10 | 13F | Viawealth, Llc | 36.185 | 1.645 | ||||||
| 2026-02-11 | 13F | Simplex Trading, Llc | 64 | 3 | ||||||
| 2026-02-02 | 13F | KPP Advisory Services LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Beacon Financial Advisory LLC | 55.225 | 4,46 | 2.510 | 7,41 | ||||
| 2026-02-09 | 13F | Fidelis Capital Partners, LLC | 7.165 | -4,77 | 326 | -2,11 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1.076.414 | 9,09 | 48.923 | 113.674,42 | ||||
| 2026-02-12 | 13F | Investment Research Partners LLC | 20.243 | 0,06 | 920 | 1,32 | ||||
| 2026-01-09 | 13F | Dynamic Advisor Solutions LLC | 140.093 | -0,98 | 6.367 | 1,84 | ||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 48.761 | -2,16 | 2.216 | 0,64 | ||||
| 2026-01-22 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 595.065 | -7,47 | 27.046 | -4,84 | ||||
| 2026-01-12 | 13F | Salem Investment Counselors Inc | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 30.525 | 1.387 | ||||||
| 2026-01-23 | 13F | U.S. Capital Wealth Advisors, LLC | 28.111 | 1.278 | ||||||
| 2025-11-05 | 13F | Lowe Brockenbrough & Co Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-05 | 13F | USAdvisors Wealth Management, LLC | 198.891 | 4,68 | 9 | 12,50 | ||||
| 2026-01-21 | 13F | Sunburst Financial Group, LLC | 730.004 | 5,86 | 33.179 | 8,88 | ||||
| 2026-02-11 | 13F | Gateway Wealth Partners, LLC | 6.688 | 304 | ||||||
| 2026-01-27 | 13F | GHP Investment Advisors, Inc. | 29.904 | -1,08 | 1.359 | 1,80 | ||||
| 2026-02-17 | 13F | Capasso Planning Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 48.437 | -2,12 | 2.201 | 0,69 | ||||
| 2026-02-05 | 13F | Meridian Financial Partners LLC | 28.502 | 0,55 | 1.338 | 4,86 | ||||
| 2026-01-28 | 13F | EPG Wealth Management LLC | 185.421 | 0,58 | 8.427 | 3,45 | ||||
| 2026-02-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 55.991 | 15,95 | 3 | 0,00 | ||||
| 2025-11-12 | 13F | Duncan Williams Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | 17 Capital Partners, Llc | 10.727 | 488 | ||||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 17.852 | 811 | ||||||
| 2026-02-10 | 13F | CFS Investment Advisory Services, LLC | 14.337 | -7,91 | 652 | -7,13 | ||||
| 2026-02-13 | 13F | Veridan Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Evoke Wealth, Llc | 22.158 | 0,00 | 1.007 | 2,86 | ||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 11.711 | 70,47 | 532 | 75,58 | ||||
| 2026-02-04 | 13F | Purkiss Capital Advisors LLC | 59.527 | 46,86 | 2.706 | 51,03 | ||||
| 2026-02-06 | 13F | Keystone Financial Group | 32.419 | 0,89 | 1.473 | 3,73 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 740.494 | 10,01 | 33.655 | 13,15 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 25.200 | 1.145 | ||||||
| 2026-02-13 | 13F | Y-Intercept (Hong Kong) Ltd | 79.866 | 194,25 | 3.630 | 202,67 | ||||
| 2026-01-14 | 13F | Fluent Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | Signature Securities Group Corporation | 35.858 | -12,07 | 1.630 | -9,60 | ||||
| 2026-02-09 | 13F | Koesten, Hirschmann & Crabtree, INC. | 0 | -100,00 | 0 | |||||
| 2025-10-22 | 13F | Gries Financial Llc | 58.976 | 1,30 | 2.606 | 3,58 | ||||
| 2026-01-30 | 13F | Seek First Inc. | 5.078 | 0,99 | 231 | 3,60 | ||||
| 2026-02-04 | 13F | Independent Advisor Alliance | 15.562 | -8,79 | 707 | -6,11 | ||||
| 2026-01-27 | 13F | Godsey & Gibb Associates | 111 | 5 | ||||||
| 2026-02-02 | 13F | Wells Financial Advisors INC | 10.801 | -55,38 | 491 | -54,16 | ||||
| 2026-02-17 | 13F | Quadrature Capital Ltd | 36.791 | 1.672 | ||||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 33.485 | -14,22 | 1.522 | -11,77 | ||||
| 2026-02-13 | 13F | Perspective Wealth Advisors Llc | 7.724 | 351 | ||||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 34.063 | 17,24 | 1.548 | 20,65 | ||||
| 2026-01-12 | 13F | Thrive Wealth Management, LLC | 90.848 | 1,96 | 4.129 | 4,88 | ||||
| 2025-10-08 | 13F | Patriot Financial Group Insurance Agency, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | DHJJ Financial Advisors, Ltd. | 22 | 0,00 | 1 | |||||
| 2026-02-14 | 13F | American Trust | 12.342 | 2,33 | 561 | 5,26 |

