IQLT - iShares Trust - iShares MSCI Intl Quality Factor ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (ARCA)

iShares Trust - iShares MSCI Intl Quality Factor ETF
US ˙ ARCA ˙ US46434V4564

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.

IQLT / iShares Trust - iShares MSCI Intl Quality Factor 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.

IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF Historical Put/Call Ratio
13D/G-arkivering

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

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

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Fil dato Form Investor Forrige
Aktier
Seneste
Aktier
Δ Aktier
(Procent)
Ejendomsret
(Procent)
Δ Ejerskab
(Procent)
2026-02-06 13G/A 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
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