IWN - iShares Trust - iShares Russell 2000 Value ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (ARCA)

iShares Trust - iShares Russell 2000 Value ETF
US ˙ ARCA ˙ US4642876308

Grundlæggende statistik
Institutionelle ejere 1045 total, 1040 long only, 0 short only, 5 long/short - change of 2,65% MRQ
Gennemsnitlig porteføljeallokering 0.2433 % - change of -18,44% MRQ
Institutionelle aktier (lange) 50.188.696 (ex 13D/G) - change of -2,63MM shares -4,99% MRQ
Institutionel værdi (lang) $ 8.852.174 USD ($1000)
Institutionelt ejerskab og aktionærer

iShares Trust - iShares Russell 2000 Value ETF (US:IWN) har 1045 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 50,188,696 aktier. Største aktionærer omfatter Bank Of America Corp /de/, Morgan Stanley, Tiaa Trust, National Association, Envestnet Asset Management Inc, D.a. Davidson & Co., Pnc Financial Services Group, Inc., Vaughan Nelson Investment Management, L.p., LPL Financial LLC, M&t Bank Corp, and Wells Fargo & Company/mn .

iShares Trust - iShares Russell 2000 Value ETF (ARCA:IWN) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.

The share price as of April 24, 2026 is 206,96 / share. Previously, on April 28, 2025, the share price was 145,30 / share. This represents an increase of 42,44% over that period.

IWN / iShares Trust - iShares Russell 2000 Value ETF Institutional Ownership
Fondens stemningsscore

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

Opdateringsfrekvens: Dagligt

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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.

IWN / iShares Trust - iShares Russell 2000 Value ETF Historical Put/Call Ratio
13F og NPORT arkivering

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

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Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2026-04-21 13F Topsail Wealth Management, LLC 823 0,00 156 4,70
2025-11-07 13F Synovus Financial Corp 87.880 0,06 15.538 12,15
2026-04-09 13F Pacifica Partners Inc. 137 0,00 26 0,00
2026-01-30 13F Renasant Bank 4.723 -2,34 856 0,00
2026-02-12 13F Planning Project LLC 28 5
2026-02-13 13F Wells Fargo & Company/mn 1.016.764 14,72 184.248 17,58
2026-04-17 13F Hanson & Doremus Investment Management 151 0,00 0
2026-04-21 13F Financial Consulate, Inc 51 0,00 10 0,00
2026-04-09 13F Avenue 1 Advisors, LLC 7.746 0,13 1.469 4,78
2026-02-04 13F First Foundation Advisors 14.491 4,81 2.626 7,41
2026-04-08 13F Mma Asset Management Llc 5.133 4,29 973 9,20
2026-04-21 13F Vise Technologies, Inc. 2.404 0,00 436 0,00
2025-11-10 13F Avalon Trust Co 0 -100,00 0
2026-02-03 13F Ballast Advisors Llc 338 0,00 61 3,39
2025-11-07 13F Atticus Wealth Management, Llc 0 -100,00 0
2026-02-06 13F Insight Inv LLC 200 0,00 36 2,86
2026-04-17 13F LMG Wealth Partners, LLC 13.166 0,00 2.496 4,65
2026-01-20 13F Westwood Wealth Management 1.430 259
2026-01-12 13F CVA Family Office, LLC 204 0,00 37 0,00
2026-04-24 13F Financial Life Planners 67 13
2026-01-28 13F West Michigan Advisors, Llc 1.624 -0,85 294 1,73
2026-02-13 13F Johnson Investment Counsel Inc 0 -100,00 0
2025-11-12 13F CIBC Bancorp USA Inc. 53.182 9.403
2026-01-12 13F Heartwood Wealth Advisors LLC 0 -100,00 0
2026-02-02 13F Ellis Investment Partners, LLC 1.556 0,00 282 2,55
2026-04-20 13F Peoples Financial Services Corp. 136 26
2026-04-22 13F TBH Global Asset Management, LLC 1.351 256
2026-04-24 13F Eagle Bay Advisors LLC 0 -100,00 0
2026-02-11 13F O'shaughnessy Asset Management, Llc 5.122 0,37 928 2,88
2026-01-27 13F Summit Financial Wealth Advisors, LLC 1.484 0,00 269 1,90
2025-11-14 13F Strategic Wealth Partners, Ltd. 426 0,00 75 11,94
2026-02-13 13F Rhumbline Advisers 2.385 64,14 432 68,75
2026-04-21 13F Grey Fox Wealth Advisors, LLC 6.063 4,64 1.149 9,53
2026-02-13 13F Smartleaf Asset Management LLC 5.723 29,57 1.045 33,97
2026-01-06 13F Ransom Advisory, Ltd 146 26
2026-02-11 13F Athena Investment Management 1.325 0,00 240 2,56
2025-11-14 13F Sofos Investments, Inc. 0 -100,00 0
2026-02-02 13F Equitable Trust Co 3.292 92,97 597 98,01
2025-11-21 13F Forefront Analytics, LLC 0 -100,00 0 -100,00
2026-02-17 13F Windsor Advisory Group, LLC 0 -100,00 0
2026-02-18 13F First Citizens Bank & Trust Co 10.809 -29,85 1.959 -28,12
2026-01-26 13F Invested Advisors 2.241 406
2026-01-23 13F Carnegie Capital Asset Management, LLC 4.906 0,62 889 3,13
2026-02-05 13F Park Square Financial Group, LLC 54 -12,90 9 -20,00
2026-04-17 13F/A Founders Financial Securities Llc 6.067 -8,02 1.212 1,34
2026-02-02 13F Advisors Preferred, LLC 183.323 189,63 33.524 198,31
2026-04-08 13F Thompson Investment Management, Inc. 754 0,00 143 4,41
2026-02-17 13F EFG International AG 277 50
2026-01-27 13F Regions Financial Corp 12.526 -7,60 2.270 -5,30
2026-04-14 13F Zrc Wealth Management, Llc 3.881 0,13 736 4,70
2026-02-17 13F Bci Securities, Inc. 1.988 360
2026-01-21 13F Sound Income Strategies, LLC 8 0,00 2 0,00
2026-04-08 13F Red Reef Advisors Llc 3.446 624
2026-02-06 13F Envestnet Portfolio Solutions, Inc. 13.432 -10,94 2.434 -8,70
2026-02-05 13F Td Private Client Wealth Llc 2.986 11,00 541 13,89
2026-04-01 13F LBJ Family Wealth Advisors, Ltd. 60.548 -2,54 11 0,00
2026-01-30 13F Canandaigua National Bank & Trust Co 2.896 0,14 525 2,54
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-02-09 13F Interactive Financial Advisors 11.096 -42,17 2.011 -40,74
2026-02-13 13F Resources Management Corp /ct/ /adv 100 0,00 0
2026-01-29 13F Dunhill Financial, LLC 65 75,68 12 83,33
2026-02-03 13F Sequoia Financial Advisors, LLC 13.871 158,11 2.514 164,53
2026-04-21 13F Navigation Wealth Management, Inc. 1.879 6,28 356 11,25
2026-02-17 13F Modern Wealth Management, LLC 9.692 -1,91 1.756 0,52
2026-04-07 13F Comprehensive Financial Planning, Inc./PA 44 0,00 8 14,29
2026-02-09 13F Arista Wealth Management, LLC 4.804 0,00 871 2,47
2026-02-12 13F FineMark National Bank & Trust 5.582 33,73 1.012 36,99
2026-01-20 13F Nvwm, Llc 600 0,00 109 1,89
2026-01-23 13F Atala Financial Inc 0 -100,00 0
2026-04-20 13F Davidson Trust Co 4.156 2,41 788 7,07
2025-11-13 13F Alamar Capital Management, LLC 14.926 11,18 2.639 24,66
2026-02-17 13F one8zero8, LLC 55 0,00 10 0,00
2026-01-27 13F TD Waterhouse Canada Inc. 54.867 -5,44 9.942 -3,81
2026-02-03 13F Bokf, Na 27.992 15,00 5.072 17,87
2026-04-01 13F Bangor Savings Bank 337 0,00 64 3,28
2025-11-14 13F Binnacle Investments Inc 1.063 -0,47 188 11,31
2026-02-13 13F Ubs Asset Management Americas Inc 220 40
2026-02-13 13F Acumen Wealth Advisors, LLC 14 3
2026-01-29 13F Northern Oak Wealth Management Inc 1.240 -11,37 225 -9,31
2026-02-03 13F NewEdge Wealth, LLC 10.715 89,44 1.942 94,10
2026-02-10 13F Anchor Capital Advisors Llc 6.742 16,70 1.222 19,59
2026-01-28 13F VAUGHAN & Co SECURITIES, INC. 4.959 -0,24 899 2,28
2026-01-30 13F Richardson Capital Management LLC 45 0,00 8 14,29
2026-01-28 13F Kingswood Wealth Advisors, Llc 1.439 261
2026-04-21 13F Yardley Wealth Management LLC 3.275 0,00 621 4,55
2026-01-07 13F Marotta Asset Management 0 -100,00 0
2026-02-06 13F Addison Advisors LLC 880 0,00 159 2,58
2026-01-26 13F Moran Wealth Management, LLC 6.223 -53,47 1.128 -52,33
2026-02-09 13F Integrity Alliance, Llc. 2.869 76,88 520 81,47
2026-02-17 13F Gotham Asset Management, LLC 1.433 0,00 260 2,37
2026-02-17 13F Russell Investments Group, Ltd. 3.872 -2,93 702 -0,57
2026-04-13 13F Mlp3, Llc 1.257 0,16 238 4,85
2026-04-22 13F McLean Asset Management Corp 29.699 -0,17 5.631 -2,29
2026-04-23 13F 3Chopt Investment Partners, LLC 485 0,00 92 4,60
2026-02-17 13F Captrust Financial Advisors 113.370 -10,25 20.544 -8,02
2026-04-02 13F Ares Financial Consulting, LLC 577 0,35 110 5,77
2026-04-21 13F Grimes & Company, Inc. 13.211 -8,33 2.505 -4,10
2026-04-22 13F Traveka Wealth, LLC 1.374 0,00 260 4,84
2026-02-12 13F Summit Financial, LLC 56.497 4,31 10.238 6,90
2026-04-24 13F Pw Advisors, Llc \ Fl 2.148 -0,83 407 3,83
2026-01-30 13F Strategic Blueprint, LLC 3.638 13,12 659 16,02
2026-01-30 13F Camden Capital, LLC 1.459 -15,17 264 -13,16
2026-02-18 13F Caitlin John, LLC 437 -9,34 79 -7,06
2026-02-17 13F Aristotle Capital Boston, LLC 45.633 25,91 8.269 29,04
2026-02-11 13F Bradley & Co. Private Wealth Management, LLC 19 0,00 3 0,00
2026-04-21 13F Red Tortoise LLC 791 0,25 150 4,90
2026-02-06 13F Pnc Financial Services Group, Inc. 1.113.075 0,12 201.700 2,61
2026-02-11 13F MCF Advisors LLC 163 0,00 30 3,57
2026-02-10 13F One Capital Management, LLC 41.293 -16,25 7.483 -14,18
2026-02-13 13F Intrepid Financial Planning Group LLC 3.270 -1,09 592 1,37
2026-02-17 13F Cahill Financial Advisors Inc 2.251 0,00 408 2,52
2026-04-17 13F Krilogy Financial LLC 3.470 79,14 702 85,94
2026-04-07 13F Mb, Levis & Associates, Llc 11.852 0,25 2.247 4,90
2026-01-22 13F Rodgers & Associates, LTD 7.607 38,13 1.378 41,62
2026-02-10 13F Envestnet Asset Management Inc 2.183.120 1,61 395.603 4,14
2026-04-17 13F Brown, Lisle/cummings, Inc. 605 0,00 115 4,59
2026-01-20 13F SOA Wealth Advisors, LLC. 401 0,50 73 2,86
2026-03-19 13F Painted Porch Advisors LLC 0 -100,00 0
2026-03-04 13F Rehmann Capital Advisory Group 4.947 5,03 896 7,69
2026-02-03 13F Patten & Patten Inc/tn 2.052 -2,33 372 0,00
2026-02-17 13F Warren Averett Asset Management, LLC 80.113 1,56 14.517 4,09
2026-04-22 13F Motco 782 0,00 148 4,96
2026-01-23 13F Smith, Moore & Co. 2.221 -1,99 402 0,50
2026-01-26 13F PFG Investments, LLC 3.294 2,27 597 4,75
2026-02-18 13F EP Wealth Advisors, Inc. 58.130 -7,04 10.534 6,78
2026-01-27 13F Jackson, Grant Investment Advisers, Inc. 34 0,00 6 20,00
2026-02-02 13F Qrg Capital Management, Inc. 2.672 21,79 484 25,06
2026-04-16 13F Capital Advisors, Ltd. LLC 349 0,00 0
2025-11-12 13F Transce3nd, LLC 0 -100,00 0
2026-02-11 13F Milestone Investment Advisors LLC 76 0,00 14 0,00
2025-11-21 13F Watts Gwilliam & Co., LLC 3.142 0,10 556 -1,07
2026-04-10 13F Capital Advantage, Inc. 1.525 0,00 289 4,71
2026-01-22 13F Evermay Wealth Management Llc 2.818 0,00 511 2,41
2026-04-24 13F Key FInancial Inc 3.062 0,00 581 4,69
2026-04-21 13F Valley Forge Investment Consultants Inc Adv 2.249 0,00 426 4,67
2026-01-15 13F My Personal CFO, LLC 0 -100,00 0
2026-01-20 13F Ascent Group, LLC 3.559 0,91 645 3,37
2026-04-10 13F Quaker Wealth Management, LLC 1 0,00 0
2026-04-14 13F Wealthcare Advisory Partners LLC 7.272 -41,73 1.379 -39,05
2026-04-16 13F Roble, Belko & Company, Inc 340 0,00 0
2026-04-23 13F St. Clair Advisors, LLC 2.856 0,00 541 4,64
2026-01-22 13F Richardson Financial Services Inc. 107 0,00 17 -5,56
2026-04-14 13F Prospera Financial Services Inc 3.671 -4,00 697 0,43
2026-02-17 13F Wiley Bros.-aintree Capital, Llc 17.454 60,39 3.163 64,35
2026-02-03 13F Strategic Wealth Advisors LLC 2.590 0
2026-01-26 13F Marion Wealth Management 52.796 1,57 10.328 12,37
2026-01-29 13F UBS Group AG 805.863 -4,01 146.030 -1,63
2026-02-05 13F Paulson Wealth Management Inc. 2.700 -0,52 489 2,09
2026-02-24 13F River Road Asset Management, LLC 7.064 1.280
2026-02-03 13F Emerald Investment Partners, Llc 772 0,00 140 2,21
2026-02-11 13F First Command Advisory Services, Inc. 185 12,12 34 13,79
2026-04-24 13F James Investment Research Inc 5.863 -0,61 1.112 4,03
2026-02-06 13F FourThought Financial Partners, LLC 1.247 226
2026-02-13 13F MAI Capital Management 258.426 1,71 46.829 4,24
2026-04-23 13F Harbor Investment Advisory, Llc 60.099 -0,60 11.394 4,00
2026-02-09 13F Frazier Financial Advisors, LLC 413 0,00 75 1,37
2026-01-30 13F Exencial Wealth Advisors, Llc 7.475 -2,66 1.355 -0,22
2026-01-23 13F Freestone Capital Holdings, LLC 2.287 5,29 414 7,81
2026-01-30 13F AMG National Trust Bank 243.727 -5,73 44.166 -3,38
2026-02-11 13F Heartland Advisors Inc 318 58
2026-04-24 13F Balentine LLC 480 0,00 91 5,81
2026-02-17 13F Bank Of America Corp /de/ 7.877.149 17,41 1.427.418 20,33
2026-02-17 13F WFA of San Diego, LLC 0 -100,00 0
2026-04-16 13F Triad Wealth Partners, LLC 2.412 4,87 457 9,86
2026-04-23 13F Game Plan Financial Advisors, LLC 15 -40,00 3 -50,00
2026-04-15 13F Paragon Capital Management Ltd 2.214 -7,29 420 -3,01
2026-04-16 13F Toth Financial Advisory Corp 190 36
2026-02-09 13F Nicolet Bankshares Inc 2.289 -8,84 415 -6,55
2026-04-15 13F Activest Wealth Management 3 0,00 1
2026-01-12 13F VisionPoint Advisory Group, LLC 0 -100,00 0
2026-02-11 13F Cerity Partners LLC 115.390 4,68 20.910 7,29
2026-01-22 13F Castle Wealth Management Llc 2.988 0,03 541 2,46
2026-04-15 13F NorthAvenue LLC 56 0,00 11 0,00
2026-02-10 13F Shepherd Financial Partners LLC 1.385 -5,46 251 -3,47
2026-04-15 13F Merit Financial Group, LLC 19.124 74,14 3.626 82,16
2026-02-09 13F Diversified Investment Strategies, LLC 4.646 -3,13 842 -0,71
2026-01-16 13F Hopwood Financial Services, Inc. 0 -100,00 0
2026-02-02 13F Legacy Edge Advisors, LLC 9.891 1.792
2026-02-10 13F Argent Trust Co 7.860 0,00 1.424 2,52
2026-02-17 13F Cantor Fitzgerald, L. P. 22.179 4.019
2026-04-15 13F Murphy, Middleton, Hinkle & Parker, Inc. 10.574 5,06 2.005 14,78
2026-02-17 13F Integrated Advisors Network LLC 5.539 0,45 1.004 2,98
2026-02-11 13F SOUTH STATE Corp 793 0,00 144 2,14
2026-02-13 13F Parkside Financial Bank & Trust 22.643 -0,42 4.103 2,06
2026-02-05 13F Clarion Wealth Managment Partners, LLC 5.519 -5,35 1.000 -2,91
2026-02-10 13F Peapack Gladstone Financial Corp 44.539 -1,73 8 0,00
2026-02-10 13F/A Northwestern Mutual Wealth Management Co 64.157 1,31 11.626 3,83
2026-01-30 13F Laurel Wealth Advisors LLC 1.516 275
2026-02-12 13F Jasper Ridge Partners, L.P. 321.684 0,00 58.292 2,49
2026-02-17 13F Peloton Wealth Strategists 10.799 0,93 2 0,00
2025-11-14 13F Financial Network Wealth Management LLC 0 -100,00 0
2026-04-09 13F Victrix Investment Advisors 1.094 207
2026-01-16 13F Sharp Financial Services, LLC 1.907 38,69 346 41,98
2026-04-17 13F Leeward Investments, LLC - MA 56.530 -2,17 10.718 2,35
2026-02-17 13F Glenmede Trust Co Na 30.911 -48,66 5.601 -38,38
2026-04-22 13F Romano Brothers And Company 1.478 -1,60 280 2,94
2026-02-13 13F Tobias Financial Advisors, Inc. 19.351 -3,96 3.507 -1,57
2026-01-20 13F Global Trust Asset Management, LLC 0 -100,00 0 -100,00
2026-04-10 13F Linden Thomas Advisory Services, LLC 0 -100,00 0
2026-01-22 13F Premier Path Wealth Partners, LLC 2.218 -0,85 402 1,52
2026-02-11 13F Coastwise Capital Group, LLC 2.104 0,57 381 3,25
2026-02-17 13F Advisor Group Holdings, Inc. 121.076 -3,17 21.947 -0,12
2026-04-17 13F Blankinship & Foster, LLC 1.151 0,09 218 4,81
2025-11-14 13F Wood Tarver Financial Group, LLC 0 -100,00 0
2026-02-13 13F Marshall Wace, Llp 78.224 14.175
2026-04-23 13F Farmers & Merchants Investments Inc 11.858 0,00 2.248 4,66
2026-01-23 13F Kelsey Financial, LLC 15.393 2.789
2026-02-06 13F Cullen/frost Bankers, Inc. 7.781 53,65 1.410 57,54
2026-02-03 13F Navigoe, LLC 657 0,31 0
2026-01-27 13F Retirement Income Solutions, Inc 1.758 0,00 319 2,58
2026-02-17 13F Cardiff Park Advisors, Llc 4.095 -3,31 742 -0,80
2026-04-23 13F Private Wealth Management Group, LLC 390 0,00 74 4,29
2026-04-13 13F Pettinga Financial Advisors, LLC 2.307 -3,15 437 1,39
2026-04-07 13F InvesTrust 28.204 0,29 5.347 4,95
2026-02-11 13F Cornerstone Advisors Asset Management, Inc 3.843 3,78 696 6,42
2026-02-06 13F Fortis Group Advisors, LLC 17.489 0,15 3.391 9,60
2026-04-23 13F Marquette Asset Management, LLC 393 13,26 75 19,35
2026-01-26 13F Grand Wealth Management, Llc 756 0,00 137 2,26
2026-01-29 13F Facet Wealth, Inc. 35.501 -82,83 6.907 -81,10
2026-04-17 13F Cornell Pochily Investment Advisors, Inc. 2.359 0,04 447 4,68
2026-04-21 13F Wesbanco Bank Inc 27.363 -3,53 5.188 0,93
2026-02-06 13F Tortoise Investment Management, LLC 0 -100,00 0
2026-02-06 13F Heritage Investors Management Corp 0 -100,00 0
2026-04-22 13F Evensky & Katz LLC 187 -31,75 0
2026-04-14 13F Legacy Trust 2.568 0,00 487 4,52
2026-02-11 13F Commonwealth Retirement Investments LLC 45 8
2026-02-17 13F Lazard Asset Management Llc 1.100 0,00 199 2,58
2026-01-23 13F Legacy Bridge, LLC 9.335 -1,01 1.692 1,44
2026-04-13 13F Hm Payson & Co 1.100 0,00 209 4,52
2026-02-11 13F Aufman Associates Inc 1.500 0,00 272 2,26
2026-01-29 13F Comerica Bank 106.952 2,75 19.381 5,30
2026-02-17 13F Roehl & Yi Investment Advisors, LLC 1.165 211
2026-04-20 13F Kestra Private Wealth Services, Llc 19.929 13,07 3.778 18,28
2026-02-04 13F Catalyst Financial Partners Llc 2.806 0,00 508 2,42
2026-04-15 13F Fortitude Family Office, LLC 1.102 0,00 209 4,52
2026-02-10 13F Regency Capital Management Inc.\DE 2.000 0,00 362 2,55
2026-02-12 13F Altiora Financial Group, LLC 0 -100,00 0
2026-01-23 13F Dara Capital Us, Inc. 400 72
2026-02-09 13F Huntington National Bank 2.362 -2,11
2026-02-17 13F Mercer Global Advisors Inc /adv 40.337 0,72 7.310 3,23
2026-04-17 13F Stonebridge Financial Group, LLC / MO 1.569 0,58 298 5,32
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 3.572 -3,64 677 0,89
2026-01-21 13F Fulton Breakefield Broenniman Llc 2.999 0,00 543 2,45
2026-01-12 13F Daymark Wealth Partners, Llc 3.817 -2,43 692 0,00
2026-01-28 13F United Asset Strategies, Inc. 38.615 1,11 6.998 3,63
2026-01-30 13F Sigma Planning Corp 3.613 0,31 655 2,83
2026-02-09 13F Harbour Investments, Inc. 32.539 4,24 5.896 6,83
2026-02-24 13F MidFirst Bank 29.307 5.311
2026-02-11 13F Tradition Wealth Management, LLC 12.478 0,00 2.261 2,49
2026-04-20 13F Jfs Wealth Advisors, Llc 3.245 0,00 615 4,59
2026-02-03 13F Ballentine Partners, LLC 0 -100,00 0
2026-02-13 13F Cladis Investment Advisory, LLC 1.300 0,00 236 2,62
2026-01-30 13F Archer Investment Corp 231 0,00 42 2,50
2026-02-06 13F Clientfirst Wealth Management, LLC 1.430 0,00 259 2,78
2026-02-12 13F Prudent Man Investment Management, Inc. 0 -100,00 0
2026-02-18 13F GWM Advisors LLC 0 -100,00 0
2026-02-17 13F Toronto Dominion Bank 13.837 -10,36 2.508 -8,13
2026-02-09 13F William Blair Investment Management, Llc 3.821 692
2026-02-06 13F Cascade Financial Partners, LLC 4.741 -5,78 859 -3,37
2025-11-14 13F Tudor Investment Corp Et Al 0 -100,00 0
2026-02-09 13F Blue Bell Private Wealth Management, Llc 5.984 -1,87 1.084 0,56
2026-02-12 13F BRYN MAWR TRUST Co 10.870 0,36 1.970 2,82
2026-04-14 13F Well Done, LLC 2.025 0,00 384 4,92
2026-02-03 13F McIlrath & Eck, LLC 47 0,00 9 0,00
2026-02-10 13F Close Asset Management Ltd 300 33,33 0
2026-04-22 13F Finley Financial, LLC 15.540 0,00 2.946 4,62
2026-04-15 13F Fifth Third Securities, Inc. 12.361 -1,89 2.344 2,63
2026-02-02 13F Vawter Financial, Ltd. 11.033 -2,65 1.999 -0,20
2026-02-06 13F EverSource Wealth Advisors, LLC 1.090 12,14 198 15,20
2026-04-16 13F McClarren Financial Advisors, Inc. 1.101 209
2026-01-26 13F Mirae Asset Global Investments Co., Ltd. 900 163
2026-02-02 13F Robertson Stephens Wealth Management, LLC 1.910 0,47 346 2,98
2026-01-26 13F Keystone Wealth Services, LLC 1.318 0,00 239 2,15
2026-04-17 13F Morris Financial Concepts, Inc. 7.300 -1,95 1.384 2,52
2026-02-11 13F Tiaa Trust, National Association 2.748.355 -36,73 500.285 -34,79
2026-04-23 13F 626 Financial, LLC 8.109 0,12 1.537 4,77
2026-02-17 13F Citadel Advisors Llc Call 10.700 -23,02 1.939 -21,12
2026-02-17 13F Citadel Advisors Llc Put 5.400 -8,47 979 -6,23
2026-02-17 13F Citadel Advisors Llc 91.272 36,15 16.539 39,55
2026-02-10 13F DT Investment Partners, LLC 150 0,00 27 3,85
2026-02-18 13F NFP Retirement, Inc. 4.574 -0,80 829 1,60
2026-02-10 13F Mycio Wealth Partners, Llc 2.428 0,58 440 3,29
2025-11-13 13F Promus Capital, LLC 139 0,00 25 14,29
2026-04-24 13F Bishop & Co Investment Management, LLC 5.123 -76,07 971 -74,96
2026-02-09 13F Atlantic Trust, LLC 946 0,00 171 2,40
2026-02-14 13F Howe & Rusling Inc 2.108 0,00 382 2,42
2026-02-23 13F Mv Capital Management, Inc. 8.104 -13,04 1.469 -0,14
2026-01-16 13F Crewe Advisors LLC 353 0,00 64 1,61
2025-10-30 13F Huntleigh Advisors, Inc. 0 -100,00 0
2026-04-17 13F HHM Wealth Advisors, LLC 400 76
2026-02-05 13F Avantax Planning Partners, Inc. 32.115 -0,16 5.820 2,32
2026-02-13 13F Kestra Advisory Services, LLC 0 -100,00 0
2026-02-13 13F Pine Valley Investments Ltd Liability Co 3.430 0,94 621 3,50
2026-04-13 13F Compass Ion Advisors, LLC 1.530 0,07 290 4,33
2026-02-05 13F Western Wealth Management, LLC 3.875 9,03 702 11,78
2026-02-17 13F Creative Planning 87.535 3,40 15.862 5,97
2026-04-13 13F Garrett Investment Advisors LLC 1.183 0,00 224 4,67
2026-02-06 13F Vestmark Advisory Solutions, Inc. 5.031 912
2026-02-17 13F Two Sigma Investments, Lp 36.497 -68,26 6.614 -67,48
2026-02-03 13F Cassaday & Co Wealth Management LLC 635.650 1,47 115.186 4,00
2026-02-06 13F Gables Capital Management Inc. 4.851 0,00 879 2,57
2026-04-15 13F Perkins Coie Trust Co 155 0,00 29 3,57
2026-04-21 13F Pflug Koory, LLC 205 0,00 39 2,70
2026-02-04 13F Washington Trust Bank 12.802 -0,01 2.320 2,47
2026-02-06 13F Morling Financial Advisors, LLC 78 0,00 14 7,69
2026-02-10 13F Bearing Point Capital, Llc 1.578 0,00 286 2,15
2026-02-12 13F StoneX Group Inc. 1.766 0,00 320 2,56
2026-02-06 13F Hardy Reed LLC 13.312 0,00 2.412 2,51
2026-04-20 13F Courier Capital Llc 154.386 1,58 29.270 6,28
2026-01-26 13F Baxter Bros Inc 2.175 0,00 394 2,60
2025-11-13 13F GeoWealth Management, LLC 0 -100,00 0
2026-02-17 13F First Manhattan Co 10.314 1,66 1.869 4,24
2026-01-23 13F Sage Mountain Advisors LLC 925 0,00 168 2,45
2026-04-09 13F Cornerstone Wealth Advisors, Inc. 7.263 -7,49 1.377 -3,23
2026-02-12 13F Insigneo Advisory Services, Llc 2.469 65,93 447 69,96
2026-04-08 13F Oliver Luxxe Assets LLC 1.336 -14,14 253 -9,96
2026-04-06 13F GAMMA Investing LLC 3.403 372,64 645 396,15
2026-02-13 13F Ausdal Financial Partners, Inc. 2.436 0,62 441 3,04
2026-02-26 13F TD Capital Management LLC 366 66
2026-01-21 13F William Howard & Co Financial Advisors Inc 1.289 0,00 234 2,64
2026-02-02 13F JDM Financial Group LLC 655 -4,38 119 -2,48
2026-02-11 13F Zions Bancorporation, National Association /ut/ 138.541 -0,17 25.105 2,31
2026-02-13 13F Morgan Stanley 4.269.726 -8,85 773.717 -6,59
2026-01-28 13F Legacy Capital Group California, Inc. 2.773 2,89 502 5,46
2026-02-03 13F Sigma Investment Counselors Inc 1.348 -7,16 244 -4,69
2026-04-07 13F Estate Planners Group, LLC 26 5
2026-04-02 13F Horizons Wealth Management 100 0,00 19 0,00
2026-04-13 13F Mather Group, Llc. 2.084 0,00 395 4,77
2026-02-17 13F Fmr Llc 151.992 18,20 27.542 21,14
2026-04-10 13F Pure Financial Advisors, Inc. 147.543 4,10 27.973 8,91
2026-02-11 13F Capital Analysts, Inc. 3.203 -39,60 1
2026-04-22 13F Joel Isaacson & Co., LLC 1.586 0,13 301 4,53
2026-01-28 13F Geneos Wealth Management Inc. 18.063 7,09 3.273 9,76
2026-04-21 13F Instrumental Wealth, Llc 28.800 3,14 5.460 -2,62
2026-01-12 13F Rialto Wealth Management, LLC 3.653 0,00 662 2,48
2026-03-02 13F Clearwave Capital, LLC 1.359 246
2025-11-10 13F Alerus Financial Na 0 -100,00 0 -100,00
2026-02-06 13F Copia Wealth Management 973 1,67 176 4,14
2026-02-11 13F Flagship Wealth Advisors, Llc 647 0,00 117 2,63
2026-02-13 13F Total Wealth Planning, Llc 0 -100,00 0
2026-02-17 13F Westwood Holdings Group Inc 1.810 328
2026-04-22 13F Janney Montgomery Scott LLC 14.143 2,75 3 0,00
2026-01-23 13F Galvin, Gaustad & Stein, LLC 6.629 1.201
2026-01-27 13F Sage Financial Group Inc 2.574 -9,94 466 -7,72
2026-02-11 13F Gwn Securities Inc. 1.144 207
2026-02-13 13F W Advisors, Llc 1.950 0,00 353 2,62
2026-01-20 13F Stratos Wealth Partners, LTD. 9.644 4,24 1.748 6,85
2026-02-04 13F Meridian Wealth Management, LLC 8.682 18,32 1.573 21,28
2026-02-17 13F First Commonwealth Financial Corp /pa/ 2.994 -16,37 543 -14,24
2026-04-14 13F Beacon Investment Advisory Services, Inc. 553 105
2026-02-09 13F Green Square Capital Advisors Llc 2.884 0,00 523 14,98
2026-02-17 13F D. E. Shaw & Co., Inc. 10.574 1.916
2026-01-21 13F Townsend Asset Management Corp /nc/ /adv 3.485 0,55 632 3,10
2026-02-10 13F Savant Capital, LLC 85.005 0,22 15.404 2,71
2026-02-13 13F Plum Street Advisors, LLC 3.880 9,70 703 12,48
2025-11-04 13F Ogorek Anthony Joseph /ny/ /adv 0 -100,00 0
2026-02-12 13F Loomis Sayles & Co L P 0 -100,00 0
2026-04-21 13F Falcon Wealth Planning 10.658 -17,26 2.021 -13,45
2026-02-10 13F Rothschild Investment Llc 1.037 0,00 188 2,19
2026-04-08 13F Birchbrook, Inc. 170 -10,05 32 -5,88
2026-01-29 13F D.a. Davidson & Co. 1.246.342 2,49 225.850 5,04
2026-02-13 13F Capital Square, LLC 2.222 0,00 403 2,55
2026-04-20 13F McKinley Carter Wealth Services, Inc. 3.381 -0,56 641 4,06
2026-02-10 13F New Republic Capital, LLC 14 3
2026-04-03 13F Investors Research Corp 147 -2,00 28 0,00
2026-02-13 13F/A New England Private Wealth Advisors LLC 1.673 0,30 303 3,06
2026-01-28 13F Kanawha Capital Management Llc 1.611 -2,72 292 -0,34
2026-02-04 13F Tsfg, Llc 2 0
2026-02-12 13F Quadrant Capital Group Llc 14.172 17,06 2.568 20,00
2026-01-26 13F Main Street Group, LTD 0 -100,00 0
2026-02-10 13F Ark & Tlk Investments, Llc 4.804 0,00 871 2,47
2026-02-11 13F Buckingham Strategic Partners 59.585 123,00 10.798 128,51
2026-01-28 13F Investmark Advisory Group LLC 1.754 1,15 318 3,59
2026-02-10 13F Three Bridge Wealth Advisors, LLC 1.820 0,00 330 2,49
2026-04-17 13F Total Clarity Wealth Management, Inc. 1.700 -32,32 322 -29,23
2026-02-13 13F Pinney & Scofield, Inc. 810 0,00 147 2,10
2026-02-14 13F Rockefeller Capital Management L.P. 194.887 52,90 35.321 56,73
2026-04-24 13F Root Financial Partners, LLC 972 225,08 184 240,74
2026-01-28 13F Alesco Advisors Llc 3.325 0,00 603 2,56
2026-02-13 13F Colony Group, LLC 340.890 25,15 61.768 28,26
2026-04-09 13F Dorato Capital Management 656 0,00 130 2,36
2026-02-09 13F Annis Gardner Whiting Capital Advisors, LLC 0 -100,00 0
2026-02-17 13F Risk Paradigm Group, LLC 22.164 15,26 4.016 94,29
2026-04-09 13F OFS Enterprise LLC 38.307 7.263
2026-02-11 13F Cedar Mountain Advisors, LLC 313 0,00 57 1,82
2026-02-10 13F Quantbot Technologies LP 0 -100,00 0
2026-02-12 13F New South Capital Management Inc 9.890 417,80 1.792 431,75
2026-02-18 13F Sierra Capital LLC 22.492 0,02 4 33,33
2026-04-17 13F Stephenson National Bank & Trust 1.907 -7,96 362 -3,73
2026-04-08 13F Ccg Wealth Management, Llc 1.330 -0,52 252 4,13
2026-01-20 13F Independence Bank of Kentucky 1.484 0,00 269 2,29
2026-02-12 13F Tillman Hartley LLC 3.986 0,00 722 2,56
2026-02-13 13F Toroso Investments, LLC 42.733 7.744
2026-04-16 13F Fiduciary Advisors, Inc. 35 0,00 7 0,00
2026-04-16 13F Heck Capital Advisors, LLC 7.087 93,16 1.344 102,26
2026-02-03 13F BHK Investment Advisors, LLC 12.892 7,08 2.336 9,77
2026-02-13 13F Neuberger Berman Group LLC 72.565 692,02 13.150 712,17
2026-02-02 13F Carbahal Olsen Financial Services Group, LLC 5.061 1,20 917 3,73
2026-02-17 13F Keebeck Wealth Management, LLC 2.379 -10,87 431 -8,49
2026-02-09 13F Optimist Retirement Group LLC 2.164 0,00 392 2,62
2026-02-10 13F DiMeo Schneider & Associates, L.L.C. 2.275 -41,85 412 -40,38
2026-02-10 13F Edgemoor Investment Advisors, Inc. 0 -100,00 0
2026-01-28 13F EPG Wealth Management LLC 610 0,49 111 2,80
2026-02-13 13F Kilter Group LLC 4 0,00 1
2026-02-12 13F Connecticut Wealth Management, LLC 0 -100,00 0
2026-02-17 13F Snowden Capital Advisors LLC 11.956 9,54 2.167 12,29
2026-04-08 13F Sapient Capital Llc 2.229 0,00 423 3,69
2026-02-12 13F Bank of Jackson Hole Trust 0 -100,00 0
2026-04-13 13F Foster Group, Inc. 3.825 0,45 725 5,07
2026-01-30 13F Palisades Hudson Asset Management, L.P. 3.610 0,36 1
2026-02-10 13F JMG Financial Group, Ltd. 10.599 -0,68 1.921 1,80
2026-02-05 13F AlphaCore Capital LLC 629 1.297,78 114 1.514,29
2026-04-10 13F Perfromance Wealth Partners, LLC 6.431 -6,66 1.219 -2,32
2026-04-15 13F Brady Martz Wealth Solutions, LLC 13.507 -24,89 2.561 -21,42
2026-01-27 13F Belpointe Asset Management LLC 3.460 627
2026-02-09 13F Rhl Group, Llc 4 1
2026-02-17 13F Shapiro Capital Management Llc 53.000 -59,96 9.604 -58,97
2026-01-27 13F Institute for Wealth Management, LLC. 0 -100,00 0
2026-02-13 13F Wealth Dimensions Group, Ltd. 9.875 -3,21 1.789 -0,78
2025-11-04 13F Marshall Financial Group Inc /adv 1.427 0,21 252 12,50
2026-03-05 13F Gunpowder Capital Management, LLC dba Oliver Wealth Management 387 70
2026-02-23 13F Wealth Preservation Advisors, LLC 150 0,00 27 3,85
2026-02-06 13F First Business Financial Services, Inc. 4.604 0,00 834 2,46
2026-02-13 13F Flow Traders U.s. Llc 30.615 -27,51 6 -28,57
2026-02-11 13F GW&K Investment Management, LLC 789 0
2026-02-04 13F Ameritas Advisory Services, LLC 2.204 91,99 399 96,55
2026-04-08 13F Canandaigua National Corp 2.896 549
2026-02-17 13F Dimension Capital Management Llc 1.560 -37,05 283 -35,62
2026-02-17 13F Spears Abacus Advisors LLC 2.205 -4,75 400 -2,44
2026-02-04 13F Pensionmark Financial Group, Llc 4.171 10,34 631 -5,69
2026-02-20 13F Sunbelt Securities, Inc. 67 0,00 12 9,09
2025-11-13 13F Strategic Financial Concepts, LLC 0 -100,00 0 -100,00
2026-01-27 13F Meritage Portfolio Management 1.235 -55,12 224 -54,12
2026-04-16 13F Rainier Family Wealth Inc 1.229 233
2026-01-22 13F FSC Wealth Advisors, LLC 0 -100,00 0
2026-02-10 13F Thompson Siegel & Walmsley Llc 90.559 17,32 16 23,08
2026-02-10 13F Texas Yale Capital Corp. 19.896 0,00 3.605 2,50
2026-01-29 13F Vanguard Group Inc 10.426 6,15 1.889 8,81
2026-04-13 13F LexAurum Advisors, LLC 1.709 -0,12 324 7,28
2026-02-03 13F Retirement Planning Group 8.326 -0,06 1.509 2,45
2026-02-13 13F Gen-Wealth Partners Inc 91 0,00 16 0,00
2026-01-23 13F Assetmark, Inc 26.148 -53,94 4.738 -52,79
2025-11-13 13F Advisor Resource Council 0 -100,00 0 -100,00
2026-02-12 13F Annandale Capital, LLC 2.301 63,42 0 -100,00
2026-02-17 13F Raymond James Financial Inc 438.703 6,70 79.497 9,35
2026-02-05 13F Armor Investment Advisors, LLC 130 0,00 24 4,55
2026-02-02 13F Partners in Financial Planning 1.261 0,16 228 2,70
2026-01-14 13F Clarius Group, LLC 1.852 0,00 336 2,45
2026-02-13 13F Arete Wealth Advisors, LLC 1.567 -36,20 0
2026-02-11 13F LPL Financial LLC 1.102.636 9,15 199.809 11,87
2026-02-05 13F Bessemer Group Inc 3.994 -0,77 1
2026-02-13 13F Capula Management Ltd 4.880 884
2026-04-21 13F PDS Planning, Inc 6.994 8,30 1.326 13,33
2026-04-07 13F Farther Finance Advisors, LLC 20.285 64,16 3.870 72,80
2026-04-20 13F Hoxton Planning & Management, LLC 1.404 -0,35 266 4,31
2026-02-04 13F Fourth Dimension Wealth, LLC 65 -42,48 12 -42,11
2026-02-17 13F Cresset Asset Management, LLC 53.506 15,87 9.696 18,75
2026-04-08 13F Sax Wealth Advisors, Llc 2.932 -1,81 531 -1,85
2026-01-30 13F Us Bancorp \de\ 164.593 -0,15 29.826 2,33
2026-02-10 13F Godfrey Financial Associates, Inc. 73 13
2026-02-23 13F Beaird Harris Wealth Management, LLC 100 0,00 18 5,88
2026-02-20 13F/A Prestige Wealth Management Group LLC 0 -100,00 0
2026-04-08 13F M.e. Allison & Co., Inc. 1.195 0,25 227 5,12
2026-02-13 13F Advyzon Investment Management, LLC 1.839 333
2026-04-09 13F Park Place Capital Corp 55 -40,86 10 -37,50
2026-01-22 13F Harwood Advisory Group, LLC 78 0,00 14 7,69
2026-02-05 13F Mission Wealth Management, Lp 3.699 55,22 670 59,14
2026-02-09 13F Clear Investment Research, Llc 0 -100,00 0
2026-02-09 13F Weinberger Asset Management, Inc 12.631 -11,30 2.289 -9,10
2026-02-05 13F HighMark Wealth Management LLC 6.022 -0,08 1.091 2,44
2026-02-17 13F Centennial Bank/AR/ 2.355 -12,94 427 -10,88
2026-04-21 13F Sunpointe, LLC 1.709 42,42 324 49,31
2026-02-13 13F Pinnacle Wealth Planning Services, Inc. 1.556 0,00 282 2,18
2025-11-12 13F Cobblestone Capital Advisors Llc /ny/ 6.850 0,00 1.211 12,13
2026-02-12 13F WealthPLAN Partners, LLC 2.968 0,00 538 2,48
2026-02-05 13F Atria Investments Llc 14.760 60,45 2.675 64,45
2026-01-26 13F Lowery Thomas, Llc 6.827 -14,30 1.237 -12,14
2026-04-22 13F Wealth Advisory Solutions, LLC 10.369 4,01 1.966 8,80
2026-02-17 13F Equitable Holdings, Inc. 23.919 1,15 4.334 3,66
2026-04-13 13F Massmutual Trust Co Fsb/adv 5.697 2,85 1.080 7,68
2026-02-17 13F/A Vance Wealth, Inc. 13.233 -3,63 2.398 -1,24
2026-02-05 13F WealthPlan Investment Management, LLC 9.568 4,03 1.734 6,58
2026-04-23 13F Oppenheimer & Co Inc 5.928 8,63 1.124 13,66
2026-04-22 13F Sterling Capital Management LLC 33.553 79,34 6.361 87,64
2026-04-23 13F Powell Investment Advisors, LLC 115.437 1,13 21.886 5,81
2026-02-11 13F Dorsey & Whitney Trust CO LLC 13.283 0,00 2.407 2,51
2026-04-16 13F Allegheny Financial Group LTD 12.657 2,29 2.400 7,00
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 1.929 1,63 366 6,41
2026-04-13 13F Salem Investment Counselors Inc 57 11
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-01-29 13F S.A. Mason LLC 1.263 0,00 229 2,24
2026-04-24 13F United Community Bank 273 0,00 52 4,08
2026-01-21 13F Signature Resources Capital Management, LLC 37 0,00 7 0,00
2026-04-10 13F Magnus Financial Group LLC 3.481 -13,60 660 -9,73
2026-02-05 13F Rossmore Private Capital 1.897 101,81 344 106,63
2026-02-12 13F Commonwealth Equity Services, Llc 792.632 -4,52 143.633 98.278,08
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 967 -2,13 183 2,23
2026-04-20 13F Provenance Wealth Advisors, LLC 81 0,00 15 7,14
2026-02-18 13F Financial Advisory Service, Inc. 11.752 0,31 2.130 2,80
2026-02-11 13F TCTC Holdings, LLC 1.574 0,00 285 2,52
2026-02-17 13F NorthRock Partners, LLC 5.028 27,81 911 31,08
2025-11-13 13F Texas Capital Bancshares Inc/tx 716 127
2026-01-20 13F Savvy Advisors, Inc. 1.539 -16,27 279 -14,20
2026-02-13 13F Victory Capital Management Inc 196.180 -29,87 35.550 -28,12
2026-02-03 13F Broadwater Capital Management Llc 15 0,00 3 0,00
2026-01-28 13F Barrett & Company, Inc. 159 0,00 29 0,00
2026-02-12 13F Oath Planning, LLC 1.733 314
2026-02-12 13F Cloud Capital Management, LLC 0 -100,00 0
2026-04-13 13F Wolff Wiese Magana Llc 72 0,00 14 0,00
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-02-13 13F Y-Intercept (Hong Kong) Ltd 2.020 366
2026-01-07 13F Cahaba Wealth Management, Inc. 3.014 0,57 546 3,21
2026-02-13 13F Motiv8 Investments LLC 22 0
2026-04-13 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 5.603 0,00 1.117 1,82
2026-02-17 13F Van Den Berg Management I, Inc 15 3
2026-02-09 13F Fidelis Capital Partners, LLC 9.022 -3,21 1.635 -0,85
2026-02-17 13F Cape Investment Advisory, Inc. 76 14
2026-04-21 13F Chapin Davis, Inc. 1.856 0,00 352 4,46
2026-02-04 13F Nwam Llc 10.039 -1,77 1.822 0,83
2026-02-12 13F Brown Brothers Harriman & Co 4.390 2,33 796 4,88
2026-02-13 13F SRS Capital Advisors, Inc. 114.420 20.734
2026-02-13 13F Charles Schwab Investment Management Inc 651.326 -2,94 118.027 -0,52
2026-04-22 13F Matauro, Llc 1.407 0,29 267 4,72
2026-01-07 13F Harbour Capital Advisors, LLC 7.405 0,00 1.354 2,89
2026-01-13 13F Stonehage Fleming Financial Services Holdings Ltd 489 0,00 89 2,33
2026-02-02 13F Millstone Evans Group, LLC 16 0,00 3 0,00
2026-04-20 13F Skyline Advisors, Inc. 2.043 0,25 387 4,88
2026-02-17 13F Aqr Capital Management Llc 123.335 13,04 22.350 15,85
2025-11-17 13F Sterling Financial Group, Inc. 8.545 0,00 1.511 12,02
2026-02-11 13F Peachtree Investment Partners, LLC 68 0,00 12 9,09
2026-02-13 13F Navis Wealth Advisors, LLC 1.500 0,00 272 2,26
2026-02-13 13F Integrated Wealth Concepts LLC 6.939 -24,38 1.257 -22,50
2026-02-10 13F Lido Advisors, LLC 31.118 2,70 5.564 3,86
2026-02-13 13F Droms Strauss Advisors Inc /mo/ /adv 34.293 12,67 6.214 15,48
2026-04-14 13F Nbc Securities, Inc. 3.774 4,66 716 9,49
2026-04-17 13F Amarillo National Bank 2.197 0,00 417 4,52
2026-02-13 13F Citigroup Inc 11.654 -76,30 2.112 -75,72
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-02-12 13F Investment Counsel Co Of Nevada 308 0,00 56 1,85
2026-02-11 13F TruNorth Capital Management, LLC 0 -100,00 0
2026-04-23 13F Glass Jacobson Investment Advisors llc 1.548 0,00 293 4,64
2026-01-15 13F Allspring Global Investments Holdings, LLC 219.792 -6,92 39.829 -4,60
2026-02-17 13F Northern Trust Corp 625.170 14,05 113.287 16,89
2025-11-14 13F Squarepoint Ops LLC 0 -100,00 0 -100,00
2025-11-04 13F High Note Wealth, LLC 0 -100,00 0
2026-01-22 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 1.690 -1,23 306 -1,29
2026-02-13 13F Seneschal Advisors, LLC 400 -2,44 72 0,00
2026-04-13 13F CJM Wealth Advisers, Ltd. 2.277 -0,65 432 3,86
2026-02-12 13F BlackRock, Inc. 131.342 -29,38 23.800 -27,62
2026-02-04 13F Hirtle Callaghan & Co LLC 3.719 -23,74 674 -21,93
2026-02-17 13F TCG Advisory Services, LLC 0 -100,00 0
2026-01-21 13F Tarbox Family Office, Inc. 0 -100,00 0
2026-02-02 13F Fifth Third Bancorp 84.281 -1,76 15.273 0,69
2026-02-05 13F Center for Financial Planning, Inc. 4.699 -1,28 852 1,19
2026-02-11 13F Cypress Capital Group 1.296 0,00 235 2,18
2026-03-04 13F SHP Wealth Management 405 73
2026-01-30 13F Citizens Financial Group Inc/ri 5.367 0,68 973 3,18
2026-04-20 13F Brandywine Oak Private Wealth Llc 2.694 -0,99 511 3,45
2026-04-23 13F Farmers & Merchants Trust Co of Chambersburg PA 276 0,00 0
2026-04-08 13F Towerpoint Wealth, LLC 12.209 0,01 2.315 4,61
2026-02-03 13F Sageworth Trust Co 0 -100,00 0
2026-02-10 13F Crescent Grove Advisors, LLC 5.835 2,40 1.057 4,97
2026-04-23 13F Forum Financial Management, LP 3.158 0,45 599 5,10
2026-02-13 13F Umb Bank N A/mo 6.686 -4,81 1.212 -2,42
2026-02-13 13F Mml Investors Services, Llc 33.198 19,65 6.016 22,63
2026-04-08 13F Emergent Wealth Advisors, LLC 2.403 0,25 456 4,84
2026-04-17 13F Viewpoint Capital Management LLC 48.249 1,44 9.147 6,13
2026-02-09 13F St. Louis Trust Co 8.485 0,00 1.538 2,47
2026-02-17 13F Susquehanna International Group, Llp Put 16.300 28,35 2.954 31,54
2026-04-20 13F TFB Advisors LLC 0 -100,00 0
2026-02-17 13F Susquehanna International Group, Llp Call 73.200 -19,91 13.265 -17,92
2026-02-17 13F Susquehanna International Group, Llp 12.587 7,69 2.281 10,36
2026-02-09 13F Kingsview Wealth Management, LLC 4.480 2,07 812 4,65
2026-02-12 13F Callan Family Office, LLC 16.059 2.910
2026-02-17 13F Quantinno Capital Management LP 7.039 120,04 1.276 125,66
2026-02-13 13F Cozad Asset Management Inc 8.481 -6,42 1.537 -4,12
2026-02-10 13F Meramec Financial Planners, LLC 13.553 2.715
2026-02-17 13F Lonestar Capital Management LLC Put 0 -100,00 0
2026-01-26 13F Sonata Capital Group Inc 61.230 -2,37 11.095 100.763,64
2026-01-21 13F Crews Bank & Trust 100 0,00 18 5,88
2026-02-10 13F Future Fund LLC 0 -100,00 0
2026-04-22 13F Horizon Bancorp Inc /in/ 145 0,00 0
2026-02-13 13F Independent Family Office, LLC 0 -100,00 0
2026-04-15 13F Meridian Financial Partners LLC 1.471 18,06 285 15,45
2026-04-24 13F Medallion Wealth Advisors, LLC 27 0,00 5 25,00
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-02-10 13F Cherry Tree Wealth Management, LLC 1.043 0,00 189 2,72
2026-01-27 13F Legacy Advisors, LLC 2.949 -12,31 534 -10,10
2026-02-17 13F Comprehensive Financial Management LLC 230.481 0,00 41.765 2,49
2026-02-17 13F Ameriflex Group, Inc. 58 -50,00 11 -50,00
2026-04-22 13F Genesee Capital Advisors, LLC 1.170 0,00 222 4,25
2026-02-11 13F Jpmorgan Chase & Co 439.468 1,18 79.636 3,70
2026-04-17 13F Kaufman Rossin Wealth, LLC 3.809 0,00 722 4,64
2026-02-10 13F Sittner & Nelson, Llc 101 0,00 20 17,65
2026-02-09 13F Roundview Capital LLC 13.963 29,76 2.530 33,02
2026-02-03 13F Legacy Wealth Managment, LLC/ID 71 65,12 13 71,43
2025-11-10 13F Marshall & Sterling Wealth Advisors Inc. 0 -100,00 0
2026-02-17 13F Alliancebernstein L.p. 95.957 7,82 17.388 10,51
2026-04-10 13F Naviter Wealth, LLC 4.439 0,00 842 4,60
2026-01-05 13F GoalVest Advisory LLC 0 -100,00 0
2026-04-24 13F SOL Capital Management CO 0 -100,00 0
2026-02-12 13F Steward Partners Investment Advisory, Llc 13.232 16,10 2.398 18,96
2026-04-20 13F Eagle Strategies LLC 3.667 -7,07 695 -2,80
2026-04-24 13F Keybank National Association/oh 54.460 -6,09 10.325 -1,74
2026-01-26 13F Whittier Trust Co Of Nevada Inc 113.692 -33,76 21.368 -30,61
2026-02-10 13F Private Wealth Asset Management, LLC 6.141 4,51 1.113 7,13
2026-02-11 13F Parallel Advisors, LLC 11.837 2,62 2.145 5,20
2026-02-17 13F Widmann Financial Services, Inc. 4.330 0,02 785 2,48
2026-04-15 13F Trust Point Inc. 2.472 0,00 469 4,70
2026-02-04 13F Hallmark Capital Management Inc 63 0,00 11 0,00
2026-02-13 13F Bank Of Nova Scotia 1.110 201
2026-04-23 13F Mayflower Financial Advisors, LLC 2.347 0,00 445 4,47
2026-02-03 13F Insight 2811, Inc. 6.197 -4,84 1.123 -2,52
2026-02-06 13F BOK Financial Private Wealth, Inc. 423 0,24 77 2,70
2026-04-24 13F Squire Investment Management Company, LLC 10.152 14,93 1.925 20,25
2026-02-17 13F Evercore Wealth Management, LLC 4.400 0,00 797 2,57
2026-04-17 13F Certified Advisory Corp 1.545 0,00 293 4,66
2026-01-28 13F Salomon & Ludwin, LLC 199 -1,00 37 0,00
2026-02-04 13F KLCM Advisors, Inc. 1.338 243
2026-02-02 13F Mutual Advisors, LLC 6.558 -1,32 1.188 -0,25
2026-02-13 13F Mariner, LLC 168.244 5,14 30.490 7,78
2026-02-13 13F 1 North Wealth Services Llc 40 0,00 7 0,00
2026-02-13 13F Visionary Wealth Advisors 16.624 -5,48 3.012 -3,12
2026-02-17 13F Blair William & Co/il 54.700 -0,71 9.912 1,77
2026-04-14 13F Foresight Capital Management Advisors, Inc. 1.190 0,00 226 4,65
2026-01-21 13F Flagship Harbor Advisors, Llc 330 60
2026-02-11 13F Modus Advisors, LLC 20 4
2026-04-13 13F Ullmann Financial Group, Inc. 3.238 -9,75 614 -3,46
2026-02-12 13F Hrt Financial Lp 1.301 -56,05 0
2026-02-12 13F Nuveen, LLC 6.625 1.201
2026-04-16 13F Diversified Trust Co 2.369 11,75 449 16,93
2026-01-21 13F Elwood & Goetz Wealth Advisory Group, LLC 1.507 273
2026-01-21 13F Ledyard National Bank 0 -100,00 0
2026-02-11 13F Capital Group Private Client Services, Inc. 3.383 0,51 613 2,86
2026-01-22 13F True North Advisors, LLC 3.028 0,00 549 2,43
2026-02-13 13F Alvarez & Marsal Private Wealth Partners, LLC 1.819 330
2026-01-23 13F Westside Investment Management, Inc. 940 0,00 170 2,41
2026-02-17 13F Royal Bank Of Canada 533.289 5,14 96.637 7,76
2026-02-13 13F Pathstone Holdings, LLC 396.958 -1,62 71.933 0,83
2026-02-17 13F Asset Management Group, Inc. 15.390 0,48 2.789 2,95
2026-04-07 13F Blueline Advisors Llc 22.778 0,48 4.318 5,14
2026-04-16 13F Smith, Salley & Associates 1.399 0,00 265 4,74
2026-02-11 13F Empowered Funds, LLC 0 -100,00 0
2026-02-09 13F New Age Alpha Advisors, LLC 2.757 42,70 500 46,33
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 390.279 0,93 73.993 5,59
2026-04-22 13F Pinnacle Bancorp, Inc. 312 0,00 59 5,36
2026-01-28 13F Bedel Financial Consulting, Inc. 4.895 7,82 887 10,60
2026-01-20 13F Harbor Capital Advisors, Inc. 3.239 -75,41 1 -100,00
2025-10-30 13F Twin Peaks Wealth Advisors, LLC 0 -100,00 0
2026-04-09 13F McNamara Financial Services, Inc. 1.325 -1,85 251 2,87
2026-01-22 13F Bartlett & Co. Wealth Management Llc 14.504 -0,19 2.628 2,30
2025-11-04 13F Raleigh Capital Management Inc. 0 -100,00 0 -100,00
2026-01-13 13F Synergy Financial Management, LLC 13.705 2.483
2026-04-20 13F Columbia Asset Management 0 -100,00 0
2026-02-12 13F Castleark Management Llc 1.290 234
2026-01-30 13F BancorpSouth Bank 2.746 -0,47 498 2,05
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 211.095 -14,12 40.570 -12,18
2026-01-20 13F Aspiriant, Llc 82.415 -2,67 14.935 -0,24
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 1.757 0,00 333 4,72
2026-02-17 13F Janus Henderson Group Plc 133.110 -1,31 24.121 1,14
2026-01-26 13F Valmark Advisers, Inc. 2.369 0,00 429 2,63
2026-01-22 13F Granite Harbor Advisors, Inc. 0 -100,00 0
2026-02-02 13F Cornerstone Planning Group LLC 917 0,55 178 10,56
2026-02-13 13F Kayne Anderson Rudnick Investment Management Llc 469.444 133,83 85.111 139,96
2026-02-05 13F Peak Asset Management, LLC 1.805 0,00 327 2,51
2026-01-08 13F Sentinel Wealth Management, Inc. 26.352 0,00 4.775 2,49
2026-02-12 13F Bank Of Montreal /can/ 160.937 -0,09 29.163 2,39
2026-02-04 13F Biltmore Family Office, LLC 233 0,00 42 2,44
2026-02-04 13F Independent Advisor Alliance 2.433 15,14 441 17,96
2025-11-10 13F Colonial Trust Advisors 0 -100,00 0
2026-02-10 13F Garde Capital, Inc. 4.423 -0,05 801 2,43
2026-04-09 13F DHJJ Financial Advisors, Ltd. 126 0,00 24 4,55
2026-02-12 13F Federation des caisses Desjardins du Quebec 1.126 3,59 204 6,25
2026-02-13 13F Venture Visionary Partners LLC 33.154 -0,55 6.008 1,92
2025-11-06 13F Wealthstream Advisors, Inc. 3.628 0,00 642 12,06
2026-04-22 13F Foundation Wealth Management, LLC\PA 18.365 -3,45 3.482 1,02
2026-01-29 13F Klingman & Associates, LLC 14.297 10,47 2.591 13,20
2026-01-28 13F Chicago Partners Investment Group LLC 3.812 20,59 746 30,93
2026-04-16 13F Bricktown Capital, LLC 4.386 0,00 832 4,66
2026-02-13 13F Baird Financial Group, Inc. 89.573 0,32 16.232 2,82
2026-02-17 13F Ategra Capital Management, LLC 6.678 0,00 1.210 2,54
2026-02-14 13F American Trust 0 -100,00 0
2026-02-10 13F Td Asset Management Inc 54.815 7,30 9.933 9,98
2026-01-08 13F Sound View Wealth Advisors Group, LLC 3.353 0,03 608 2,53
2026-02-13 13F Stifel Financial Corp 76.046 29,12 13.785 32,34
2026-02-13 13F Wealth Alliance 2.686 487
2026-04-22 13F Matrix Asset Advisors Inc/ny 1.765 0,00 335 4,70
2026-02-09 13F Systematic Financial Management Lp 11.151 89,39 2.021 94,04
2026-02-04 13F LRI Investments, LLC 678 -10,55 123 -8,96
2026-04-02 13F Noble Wealth Management PBC 30 0,00 6 0,00
2026-02-13 13F First National Bank Of Omaha 13.283 40,23 2.426 138,08
2026-01-12 13F Hillcrest Wealth Advisors - NY, LLC 70.330 -1,16 12.744 1,30
2026-02-06 13F Global Retirement Partners, LLC 24.219 88,96 4.389 93,65
2026-01-21 13F Modera Wealth Management, LLC 132.971 -2,08 24.096 0,36
2026-02-17 13F Financial Avengers, Inc. 53 0,00 9 0,00
2026-02-13 13F Integrity Financial Corp /WA 282 51
2026-01-27 13F Dravo Bay Llc 4.362 -6,41 790 -4,13
2026-04-14 13F Palisade Asset Management, LLC 1.148 -3,04 218 1,40
2026-01-21 13F West Paces Advisors Inc. 650 0,00 118 2,63
2026-02-12 13F Financial Engines Advisors L.L.C. 1.771 -3,01 321 -0,62
2026-01-23 13F Rsm Us Wealth Management Llc 244.290 3,34 44.620 6,75
2025-11-14 13F Walleye Trading LLC Call 0 -100,00 0
2026-01-16 13F Trust Co Of Vermont 3.059 -8,08 554 -5,78
2026-01-29 13F Atlas Legacy Advisors, LLC 8.634 58,68 1.565 62,58
2026-02-09 13F Cary Street Partners Financial Llc 2.474 0,08 448 2,52
2026-02-13 13F McAdam, LLC 12.399 -3,15 2.247 -0,75
2026-04-10 13F RTD Financial Advisors, Inc. 53.247 -3,91 10.095 0,54
2026-02-02 13F Truist Financial Corp 141.404 -1,97 25.624 0,47
2026-02-10 13F Natixis Advisors, L.p. 208.594 0,99 38 2,78
2026-04-22 13F Investment Advisory Group, LLC 2.003 0,91 380 5,57
2026-01-28 13F Members Wealth Llc 0 -100,00 0
2026-02-11 13F Group One Trading, L.p. 281 51
2026-04-22 13F Caldwell Trust Co 2.987 -9,62 566 -5,35
2026-04-17 13F Boston Private Wealth Llc 13.563 -7,63 2.571 -3,35
2026-04-20 13F Ronald Blue Trust, Inc. 10.760 -22,99 2.040 -19,44
2026-01-26 13F Asset Dedication, LLC 1.434 -6,03 260 -3,72
2026-02-02 13F Horizon Investments, LLC 5.899 178,65 1.069 185,56
2026-04-08 13F Cambridge Financial Group, LLC 1.880 -20,10 356 -12,75
2026-02-11 13F Truepoint, Inc. 2.124 0,00 385 2,40
2026-04-06 13F Versant Capital Management, Inc 2.584 163,40 490 176,27
2026-02-17 13F VestGen Advisors, LLC 6.430 18,11 1.165 21,10
2026-01-20 13F Sovran Advisors, LLC 1.047 205
2026-01-30 13F Wealthfront Advisers Llc 16.533 18,43 2.996 21,35
2026-02-09 13F Firestone Capital Management 4.422 0,00 801 2,56
2026-03-06 13F Hsbc Holdings Plc 45.584 425,52 8.260 438,81
2026-02-17 13F Angeles Wealth Management, Llc 719 25,04 130 28,71
2026-04-17 13F Union Savings Bank 1.440 0,00 273 5,00
2026-02-05 13F Maxele Advisors, LLC 5.308 3,43 962 5,95
2026-04-07 13F CoreCap Advisors, LLC 88 31,34 17 33,33
2026-02-13 13F Fiduciary Trust Co 89.177 -3,54 16.160 -1,14
2026-01-30 13F Bogart Wealth, LLC 57 0,00 10 0,00
2026-02-03 13F Lmcg Investments, Llc 6.570 -2,87 1.191 -0,42
2026-02-09 13F HBK Sorce Advisory LLC 8.440 7,20 1.691 18,76
2026-04-14 13F Rf&l Wealth Management, Llc 4.690 0,00 889 4,71
2026-02-13 13F P Schoenfeld Asset Management Lp 27.500 4.983
2026-04-15 13F Verum Partners LLC 1.082 -35,90 205 -32,79
2026-02-10 13F SCS Capital Management LLC 3.284 -0,70 595 1,88
2026-04-16 13F Clark Asset Management, LLC 1.258 238
2026-04-20 13F BTC Capital Management, Inc. 2.496 0,00 473 4,65
2026-02-12 13F Earnest Partners Llc 44.534 52,88 8.070 56,70
2026-04-20 13F Apella Capital, LLC 4.981 25,40 1.028 42,98
2026-04-23 13F Embree Financial Group 3.025 0,07 573 4,75
2026-04-09 13F Vista Investment Partners Llc Put 1.100 209
2026-04-22 13F Atlantic Edge Private Wealth Management, LLC 42 0,00 8 0,00
2026-04-09 13F Vista Investment Partners Llc 120 0,00 23 4,76
2026-02-12 13F Eight 31 Financial Llc 1.667 3,48 302 6,34
2026-02-10 13F Frederick Financial Consultants, LLC 7.698 -1,80 1.395 0,65
2026-04-23 13F Financial Guidance Group, Inc. 6.240 0,00 1.183 4,69
2026-02-12 13F Tocqueville Asset Management L.p. 26.340 3,37 4.773 5,95
2025-10-28 13F Pinnacle Financial Partners Inc 5.509 -60,32 974 -55,55
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