IWO - iShares Trust - iShares Russell 2000 Growth ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (ARCA)

iShares Trust - iShares Russell 2000 Growth ETF
US ˙ ARCA ˙ US4642876480

Grundlæggende statistik
Institutionelle ejere 1048 total, 1045 long only, 0 short only, 3 long/short - change of 0,96% MRQ
Gennemsnitlig porteføljeallokering 0.2765 % - change of -3,63% MRQ
Institutionelle aktier (lange) 31.767.510 (ex 13D/G) - change of 0,64MM shares 2,05% MRQ
Institutionel værdi (lang) $ 10.120.469 USD ($1000)
Institutionelt ejerskab og aktionærer

iShares Trust - iShares Russell 2000 Growth ETF (US:IWO) har 1048 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 31,767,510 aktier. Største aktionærer omfatter Bank Of America Corp /de/, Morgan Stanley, Barings Llc, Tiaa Trust, National Association, Envestnet Asset Management Inc, Goldman Sachs Group Inc, Cassaday & Co Wealth Management LLC, Wells Fargo & Company/mn, Pnc Financial Services Group, Inc., and LPL Financial LLC .

iShares Trust - iShares Russell 2000 Growth ETF (ARCA:IWO) 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 30, 2026 is 359,88 / share. Previously, on May 2, 2025, the share price was 261,57 / share. This represents an increase of 37,58% over that period.

IWO / iShares Trust - iShares Russell 2000 Growth 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.

IWO / iShares Trust - iShares Russell 2000 Growth 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
(%)
2026-02-11 13F Athena Investment Management 1.694 0,00 547 0,92
2026-04-14 13F Congress Asset Management Co /ma 9.191 -87,95 2.884 -88,29
2026-02-12 13F Planning Project LLC 12 4
2026-04-07 13F Heartwood Wealth Advisors LLC 1.035 5,08 325 1,89
2026-04-09 13F Avenue 1 Advisors, LLC 4.051 0,00 1.271 -2,83
2026-04-17 13F Hanson & Doremus Investment Management 339 0,00 0
2025-11-07 13F Advisors Capital Management, LLC 0 -100,00 0
2025-11-14 13F Guardian Wealth Advisors, Llc / Nc 0 -100,00 0 -100,00
2026-04-21 13F Vise Technologies, Inc. 1.880 0,00 607 0,00
2026-02-11 13F Prestige Wealth Management Group LLC 2 0,00 1
2026-04-20 13F Centennial Wealth Advisory LLC 0 -100,00 0
2026-01-28 13F Quent Long Short Global Small Cap Fund, LP 30.724 9.924
2026-02-02 13F Ashton Thomas Securities, Llc 0 -100,00 0 -100,00
2026-04-27 13F Greenleaf Trust 1.001 -3,66 314 -6,27
2026-02-11 13F Townsquare Capital Llc 0 -100,00 0 -100,00
2026-04-08 13F Mma Asset Management Llc 3.955 3,53 1.241 0,65
2026-04-17 13F LMG Wealth Partners, LLC 47.263 2,43 14.832 -0,49
2026-04-20 13F Dagco, Inc. 0 -100,00 0
2026-04-24 13F Financial Life Planners 575 180
2026-02-13 13F Nicholas Investment Partners, LP 17.261 5.575
2026-01-23 13F Transcend Wealth Collective, Llc 831 0,36 269 1,13
2026-02-09 13F Coldstream Capital Management Inc 17.522 -4,71 5.660 -3,82
2026-01-28 13F West Michigan Advisors, Llc 929 -2,00 300 -0,99
2026-02-02 13F Integrity Wealth Solutions LLC 2.217 -1,38 716 -0,42
2025-11-12 13F CIBC Bancorp USA Inc. 26.807 8.579
2026-04-22 13F Fort Washington Investment Advisors Inc /oh/ 106.920 0,00 33.553 -2,85
2026-02-02 13F Benjamin Edwards Inc 1.808 584
2026-04-28 13F Winthrop Capital Management, LLC 255 0,00 0
2026-01-30 13F Sigma Planning Corp 5.956 -1,64 1.924 -0,72
2026-02-13 13F River Wealth Advisors LLC 646 0,00 209 0,97
2026-02-11 13F Tradition Wealth Management, LLC 11.677 -0,01 3.772 0,91
2026-02-06 13F Midwest Professional Planners, LTD. 10.143 3.276
2026-02-11 13F O'shaughnessy Asset Management, Llc 4.739 -0,94 1.531 -0,07
2026-02-13 13F HFG Advisors, Inc. 784 0,00 253 1,20
2026-04-21 13F Grey Fox Wealth Advisors, LLC 9.170 -1,94 2.878 -4,74
2026-02-13 13F Rhumbline Advisers 939 127,36 303 129,55
2026-02-05 13F Tucker Asset Management Llc 150 0,00 48 0,00
2025-11-07 13F Synovus Financial Corp 38.398 0,03 12.293 11,99
2026-02-13 13F Smartleaf Asset Management LLC 2.950 43,27 961 46,05
2026-04-22 13F TBH Global Asset Management, LLC 845 265
2026-04-23 13F Granite Harbor Advisors, Inc. 1.314 -13,61 412 -16,09
2026-04-30 13F Financial Freedom, LLC 412 0,00 129 -2,27
2026-01-06 13F Ransom Advisory, Ltd 100 32
2026-05-01 13F Emerald Investment Partners, Llc 494 -1,59 155 -4,32
2026-02-17 13F Cahill Financial Advisors Inc 1.078 0,00 348 0,87
2026-01-29 13F Quest 10 Wealth Builders, Inc. 57 1,79 18 0,00
2026-02-18 13F First Citizens Bank & Trust Co 18.215 9,71 5.884 10,73
2026-02-24 13F MidFirst Bank 23.053 7.446
2026-04-06 13F Trust Co of the South 775 0,00 243 -2,80
2026-02-17 13F EFG International AG 407 132
2026-01-27 13F Regions Financial Corp 12.615 -3,50 4.075 -2,61
2026-04-14 13F Zrc Wealth Management, Llc 536 0,00 168 -2,89
2026-02-17 13F Bci Securities, Inc. 1.164 376
2026-01-05 13F Chesapeake Asset Management Llc 0 -100,00 0
2026-04-09 13F PFS Partners, LLC 81 0,00 25 -3,85
2026-01-26 13F Key Capital Management, INC 12 4
2026-01-27 13F TD Waterhouse Canada Inc. 155 0,00 50 2,04
2025-11-10 13F Thoroughbred Financial Services, Llc 0 -100,00 0
2026-01-13 13F Argentarii, LLC 1.087 0,83 351 1,74
2026-04-22 13F JNBA Financial Advisors 50 0,00 16 -6,25
2026-04-13 13F Moody Lynn & Lieberson, Llc 10.299 0,00 3.232 -2,86
2026-04-29 13F Cary Street Partners Financial Llc 788 -0,76 247 -3,52
2026-01-30 13F Canandaigua National Bank & Trust Co 3.219 0,06 1.040 0,97
2026-02-04 13F Valeo Financial Advisors, LLC 4.206 -8,66 1.359 -7,81
2026-02-04 13F First Foundation Advisors 9.128 3,88 2.948 4,84
2026-04-27 13F Oarsman Capital, Inc. 689 -23,44 216 -25,52
2026-05-01 13F Patten & Patten Inc/tn 805 0,00 253 -3,08
2026-02-12 13F FineMark National Bank & Trust 11.121 44,54 3.592 45,90
2026-04-20 13F Davidson Trust Co 3.545 2,96 1.112 -0,09
2026-02-11 13F Deutsche Bank Ag\ 378 -1,31 122 0,00
2026-04-27 13F Qrg Capital Management, Inc. 1.721 70,90 540 66,15
2026-02-03 13F Bokf, Na 18.996 -19,83 6.136 -19,10
2026-04-21 13F Navigation Wealth Management, Inc. 947 15,49 297 12,50
2026-04-30 13F Paladin Advisory Group, LLC 1.259 0,00 395 -2,71
2026-03-16 13F Osbon Capital Management Llc 1.023 330
2026-02-13 13F Mariner, LLC 64.230 0,79 20.747 1,72
2026-04-01 13F LBJ Family Wealth Advisors, Ltd. 24.588 -3,40 7 -12,50
2026-04-01 13F Bangor Savings Bank 1.312 -15,46 412 -17,96
2026-02-17 13F one8zero8, LLC 45 0,00 15 0,00
2026-02-05 13F Park Square Financial Group, LLC 30 11,11 9 0,00
2025-11-14 13F Binnacle Investments Inc 565 -0,88 181 11,11
2025-11-13 13F Twin Tree Management, LP 0 -100,00 0
2025-11-13 13F Twin Tree Management, LP Put 0 -100,00 0
2026-04-07 13F Park Avenue Securities Llc 2.468 -24,53 1 -100,00
2026-02-13 13F Ubs Asset Management Americas Inc 392 127
2026-01-30 13F Richardson Capital Management LLC 25 0,00 8 0,00
2026-01-20 13F Ascent Group, LLC 1.242 0,16 401 1,26
2026-02-18 13F Caitlin John, LLC 98 0,00 32 0,00
2026-02-06 13F Addison Advisors LLC 719 0,00 232 0,87
2026-04-13 13F Mlp3, Llc 1.651 0,00 518 -2,81
2026-04-30 13F Sequoia Financial Advisors, LLC 6.475 6,90 2.032 3,83
2026-02-12 13F Oder Investment Management, LLC 1.260 0,00 407 0,74
2026-02-17 13F Gotham Asset Management, LLC 7.064 0,00 2.282 0,93
2026-02-17 13F Russell Investments Group, Ltd. 1.253 2,04 405 3,06
2026-02-12 13F Colonial Trust Co / SC 1.974 -2,03 638 -1,09
2026-01-29 13F Northern Oak Wealth Management Inc 8.308 -0,54 2.684 0,37
2026-02-10 13F Nelson Capital Management, LLC 1.250 0,00 404 0,75
2026-04-10 13F Tounjian Advisory Partners, Llc 0 -100,00 0
2026-02-12 13F Summit Financial, LLC 40.590 17,88 13.111 18,99
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 8 0,00 3 0,00
2026-01-30 13F Camden Capital, LLC 1.143 0,00 369 1,10
2026-04-15 13F Radnor Capital Management, LLC 870 0,00 273 -2,85
2026-04-24 13F Eagle Bay Advisors LLC 1.388 0,00 436 -2,90
2026-04-30 13F Mascoma Wealth Management LLC 16 0,00 5 0,00
2026-04-29 13F WPG Advisers, LLC 65 0,00 20 0,00
2026-01-23 13F Carnegie Capital Asset Management, LLC 11.869 0,25 3.834 1,19
2026-02-17 13F Captrust Financial Advisors 79.275 4,52 25.607 5,49
2026-02-06 13F Pnc Financial Services Group, Inc. 613.190 -1,33 198.067 -0,42
2026-02-10 13F One Capital Management, LLC 7.292 -72,10 2.356 -71,85
2026-01-15 13F My Personal CFO, LLC 0 -100,00 0
2026-02-09 13F Integrity Alliance, Llc. 3.265 18,17 1.055 19,23
2026-02-18 13F EP Wealth Advisors, Inc. 25.332 -1,44 8.182 11,37
2026-02-13 13F Acumen Wealth Advisors, LLC 68 22
2026-04-29 13F Invested Advisors 1.266 4,20 397 1,28
2026-04-21 13F/A Madrid Wealth Management, LLC 1.715 538
2026-02-09 13F Fisher Asset Management, LLC 0 -100,00 0
2026-02-13 13F Intrepid Financial Planning Group LLC 3.614 -0,96 1.167 0,00
2026-04-28 13F Golden State Wealth Management, LLC 9.574 -2,86 3.005 -5,62
2026-02-11 13F MCF Advisors LLC 63 0,00 20 0,00
2026-04-29 13F Advance Capital Management, Inc. 0 -100,00 0
2026-04-30 13F First Horizon Corp 61.150 15,37 19.189 12,08
2026-01-21 13F Kaizen Financial Strategies 1.075 -2,27 347 -1,14
2026-02-10 13F Envestnet Asset Management Inc 1.121.692 5,04 362.318 6,02
2026-02-11 13F Vaughan David Investments Inc/il 1.000 0,00 0
2026-01-22 13F Rodgers & Associates, LTD 18.926 -1,48 6.113 -0,57
2026-04-16 13F Montecito Bank & Trust 11.768 -0,25 3.693 -3,10
2026-01-07 13F Sagespring Wealth Partners, Llc 2.898 0,14 936 1,08
2025-11-21 13F Forefront Analytics, LLC 0 -100,00 0 -100,00
2026-04-30 13F Csenge Advisory Group 1.102 -27,97 346 -30,16
2026-01-20 13F Austin Private Wealth, LLC 683 0,00 221 0,92
2026-04-07 13F Mb, Levis & Associates, Llc 326 0,00 102 -2,86
2026-03-04 13F Rehmann Capital Advisory Group 10.021 5,56 3.237 6,52
2026-02-18 13F/A Fuller & Thaler Asset Management, Inc. 92.588 163,39 29.907 165,85
2026-04-14 13F West Branch Capital LLC 60 0,00 19 -5,26
2026-02-17 13F Warren Averett Asset Management, LLC 40.158 5,16 12.971 6,14
2026-01-23 13F Smith, Moore & Co. 1.096 -3,27 354 -2,21
2026-04-17 13F Riverbridge Partners Llc 11.144 -28,45 3.497 -30,49
2026-04-22 13F Motco 475 0,00 149 -2,61
2026-01-27 13F Jackson, Grant Investment Advisers, Inc. 5.056 -4,57 1.633 -3,66
2025-11-14 13F Wetherby Asset Management Inc 991 -1,69 317 10,07
2026-02-13 13F SYM FINANCIAL Corp 318 -23,92 103 -23,31
2026-02-09 13F Putnam Fl Investment Management Co 800 -5,33 258 -4,44
2026-05-01 13F Hantz Financial Services, Inc. 91.838 9,27 29 3,70
2026-02-11 13F Axiom International Investors Llc /de 47.100 -12,94 15.214 -12,13
2026-02-03 13F NewEdge Wealth, LLC 1.499 -24,79 484 -25,65
2026-02-11 13F Milestone Investment Advisors LLC 457 0,00 148 0,68
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 5.359 4,02 1.682 1,02
2026-02-11 13F MidWestOne Financial Group, Inc. 1.372 0,00 443 0,91
2026-04-08 13F Inspirion Wealth Advisors, Llc 2.665 -5,33 836 -8,03
2026-01-22 13F Evermay Wealth Management Llc 687 0,00 222 0,91
2026-04-16 13F Capital Advisors, Ltd. LLC 498 0,00 0
2026-04-24 13F Key FInancial Inc 1.506 8,42 473 5,36
2026-02-10 13F Baker Avenue Asset Management, LP 1.019 0,00 329 0,92
2026-01-26 13F Mirae Asset Global Investments Co., Ltd. 0 -100,00 0
2026-04-27 13F Mount Yale Investment Advisors, LLC 886 278
2026-04-14 13F Prospera Financial Services Inc 10.134 -16,72 3.182 -19,07
2026-04-17 13F Krilogy Financial LLC 4.711 22,91 1.643 23,92
2026-02-11 13F Waddell & Associates, Llc 874 0,11 282 1,08
2026-04-14 13F Wealthcare Advisory Partners LLC 3.985 -37,28 1.250 -39,08
2026-04-27 13F Moneywise, Inc. 16.363 -24,05 5.135 -26,23
2026-01-30 13F Trifecta Capital Advisors, LLC 1.737 0,00 561 1,08
2026-02-09 13F Allium Financial Advisors, Llc 4.397 0,00 1.420 0,92
2026-01-22 13F Richardson Financial Services Inc. 52 0,00 33 100,00
2026-02-12 13F William Allan, Llc 1.299 420
2026-02-03 13F Strategic Wealth Advisors LLC 47 0
2026-04-28 13F Kanawha Capital Management Llc 1.298 0,00 407 -2,86
2026-02-11 13F Cerity Partners LLC 67.791 6,29 21.904 7,30
2026-04-30 13F Accredited Investors Inc. 2.606 0,00 818 -2,85
2026-01-29 13F UBS Group AG 522.032 10,33 168.622 11,36
2026-02-17 13F Snowden Capital Advisors LLC 7.469 15,69 2.413 16,75
2026-02-13 13F Alerus Financial Na 9 0,00 3 0,00
2026-04-27 13F Turtle Creek Wealth Advisors, LLC 20 6
2026-02-17 13F First Light Asset Management, LLC 760 245
2026-02-13 13F MAI Capital Management 103.345 3,15 33.381 4,10
2026-04-08 13F Erickson Financial Group, LLC 26.371 0,73 8.275 -2,14
2026-04-28 13F Raleigh Capital Management Inc. 0 0
2026-04-29 13F Renasant Bank 2.974 -0,77 933 -3,62
2026-01-23 13F Family Investment Center, Inc. 0 -100,00 0 -100,00
2026-02-12 13F Adviser Investments LLC 793 10,45 256 11,79
2026-02-09 13F Frazier Financial Advisors, LLC 110 0,00 36 0,00
2026-01-30 13F AMG National Trust Bank 52.611 -4,57 16.994 -3,68
2026-04-15 13F Activest Wealth Management 185 2,78 58 0,00
2026-04-30 13F Summa Corp. 1.243 0,00 390 -2,74
2026-01-23 13F Freestone Capital Holdings, LLC 2.945 -9,63 951 -8,82
2026-01-22 13F City Holding Co 0 -100,00 0
2026-04-15 13F Merit Financial Group, LLC 10.031 56,44 3.148 52,00
2026-04-22 13F 1492 Capital Management LLC 0 -100,00 0
2026-02-17 13F Bank Of America Corp /de/ 4.151.228 10,56 1.340.888 11,58
2026-04-08 13F JBR Co Financial Management Inc 692 0,00 224 0,00
2026-02-02 13F Carbahal Olsen Financial Services Group, LLC 14.558 1,65 4.703 2,60
2026-04-16 13F Triad Wealth Partners, LLC 1.335 11,16 419 7,99
2026-04-23 13F Game Plan Financial Advisors, LLC 10 0,00 3 0,00
2026-04-16 13F Toth Financial Advisory Corp 103 32
2026-04-29 13F WealthPlan Investment Management, LLC 2.539 26,70 797 77,28
2026-02-12 13F Quadrant Capital Group Llc 15.225 -17,10 4.918 -16,33
2026-01-12 13F VisionPoint Advisory Group, LLC 0 -100,00 0
2026-01-22 13F Castle Wealth Management Llc 1.692 0,00 547 0,92
2026-04-16 13F Strategic Advisory Partners, Llc 186 58
2026-02-12 13F Rossby Financial, LCC 9 0,00 3 0,00
2026-02-10 13F Shepherd Financial Partners LLC 41.462 -3,42 13.393 -2,52
2026-01-28 13F Glassman Wealth Services 33 0,00 11 0,00
2026-04-15 13F Murphy, Middleton, Hinkle & Parker, Inc. 5.130 1.610
2026-04-21 13F Avaii Wealth Management, Llc 1.468 -2,65 461 -5,54
2026-04-15 13F Cranbrook Wealth Management, LLC 1.523 -9,18 478 -11,83
2026-03-26 13F Alexander Labrunerie & Co., Inc. 850 -3,19 275 -2,14
2026-02-06 13F Larson Financial Group LLC 12.432 -0,60 4.016 0,32
2026-01-29 13F Simon Quick Advisors, Llc 11.205 -4,53 3.619 -3,65
2026-02-11 13F Fiera Capital Corp 61.864 710,59 19.983 718,26
2026-01-20 13F SOA Wealth Advisors, LLC. 2.061 17,84 666 18,96
2026-04-16 13F Sunbeam Capital Management, LLC 1.049 -33,35 329 -35,24
2026-02-10 13F Argent Trust Co 719 232
2026-04-10 13F Armstrong Advisory Group, Inc 1.368 2.004,62 429 2.045,00
2026-02-18 13F Sierra Capital LLC 2.223 0,00 1
2026-01-09 13F First Heartland Consultants, Inc. 0 -100,00 0 -100,00
2026-01-27 13F Leisure Capital Management 1.111 359
2026-02-04 13F Bensler, LLC 1.878 -22,97 607 -22,31
2026-02-04 13F UNIVEST FINANCIAL Corp 1.614 0,19 521 1,17
2026-02-11 13F SOUTH STATE Corp 374 53,28 121 53,85
2026-02-12 13F JT Stratford LLC 2.012 650
2026-02-13 13F Parkside Financial Bank & Trust 10.155 -0,74 3.280 0,18
2026-02-11 13F First Command Advisory Services, Inc. 147 54,74 47 56,67
2026-02-05 13F Clarion Wealth Managment Partners, LLC 3.446 -3,77 1.113 -2,79
2026-02-10 13F Peapack Gladstone Financial Corp 2.297 0,00 1
2025-11-14 13F Financial Network Wealth Management LLC 0 -100,00 0
2026-02-10 13F/A Northwestern Mutual Wealth Management Co 127.183 0,77 41.081 1,71
2026-01-30 13F Laurel Wealth Advisors LLC 1.063 -11,27 343 -10,44
2026-02-12 13F Jasper Ridge Partners, L.P. 5.145 0,00 1.662 0,91
2026-01-15 13F PFG Private Wealth Management, LLC 0 -100,00 0
2026-02-02 13F Legacy Edge Advisors, LLC 7.788 2.516
2025-11-14 13F MEMBERS Trust Co 0 -100,00 0 -100,00
2026-04-29 13F Clare Market Investments LLC 1.247 -21,47 391 -23,03
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 19.677 0,31 6 0,00
2026-04-03 13F Adirondack Trust Co 742 -26,75 233 -29,05
2026-02-17 13F High Falls Advisors, Inc 1.071 -35,71 346 -35,08
2026-04-29 13F American Wealth Advisors, LLC 2.147 0,00 674 -2,89
2026-04-30 13F Stronghold Wealth Management L.L.C. 5.268 0,27 1.653 -2,59
2026-02-17 13F Glenmede Trust Co Na 27.006 15,41 8.723 45,89
2026-02-12 13F Barings Llc 1.657.750 2,05 540.012 3,93
2026-04-29 13F SilverOak Wealth Management LLC 4.260 -2,14 1.337 -4,91
2026-04-30 13F Independence Bank of Kentucky 1.175 3,34 369 0,27
2026-01-23 13F Rede Wealth, LLC 0 -100,00 0
2026-04-29 13F Connable Office Inc 0 -100,00 0
2026-01-22 13F Premier Path Wealth Partners, LLC 2.214 0,00 715 0,99
2026-02-13 13F Tobias Financial Advisors, Inc. 43.449 1,48 14.035 2,42
2026-04-16 13F First Merchants Corp 700 0,00 220 -3,10
2026-04-16 13F jvl associates llc 6.750 0,00 2.118 -2,84
2026-04-13 13F Clayton Financial Group LLC 242 0,00 76 -3,85
2026-04-28 13F Stephens Inc /ar/ 32.709 9,63 10.265 6,51
2026-02-13 13F Marshall Wace, Llp 2.674 864
2026-01-27 13F Retirement Income Solutions, Inc 635 0,00 205 0,99
2026-02-11 13F Coastwise Capital Group, LLC 1.476 0,14 477 1,06
2026-02-06 13F FourThought Financial Partners, LLC 1.093 16,03 353 17,28
2026-02-09 13F Parkshore Wealth Management, Inc. 1.694 0,24 547 1,11
2026-01-23 13F Kelsey Financial, LLC 5.701 1.842
2026-04-23 13F Farmers & Merchants Investments Inc 17.311 0,00 5.432 -2,84
2026-02-17 13F Cardiff Park Advisors, Llc 1.304 -2,54 421 -1,64
2026-04-07 13F InvesTrust 17.590 -0,09 5.520 -2,94
2026-01-20 13F Global Trust Asset Management, LLC 0 -100,00 0 -100,00
2026-01-26 13F Grand Wealth Management, Llc 67 22
2026-02-06 13F Fortis Group Advisors, LLC 43.677 60,74 14.689 63,48
2026-04-21 13F Red Tortoise LLC 888 -0,45 279 -3,47
2026-04-24 13F Mitchell Mcleod Pugh & Williams Inc 1.067 0,00 335 -7,73
2026-04-17 13F Cornell Pochily Investment Advisors, Inc. 871 0,00 273 -2,85
2026-04-23 13F Marquette Asset Management, LLC 25 8
2026-04-21 13F Wesbanco Bank Inc 3.576 4,81 1.122 1,81
2026-04-14 13F Legacy Trust 2.291 0,00 719 -2,97
2026-02-17 13F Lazard Asset Management Llc 450 0,00 145 0,69
2026-04-17 13F Stonebridge Financial Group, LLC / MO 955 0,42 300 -2,61
2026-02-10 13F Marble Wealth, LLC 1.016 328
2026-01-23 13F Legacy Bridge, LLC 7.332 1,38 2.368 2,33
2026-04-13 13F Hm Payson & Co 2.000 -2,44 628 -5,29
2026-02-02 13F Ellis Investment Partners, LLC 680 -0,73 220 0,00
2026-04-20 13F Kestra Private Wealth Services, Llc 22.315 1,83 7.003 -1,07
2026-02-17 13F Mercer Global Advisors Inc /adv 29.279 -2,75 9.458 -1,86
2026-01-29 13F Dunhill Financial, LLC 148 362,50 48 370,00
2026-02-09 13F Huntington National Bank 2.186 -8,04
2026-04-24 13F Root Financial Partners, LLC 361 -1,37 113 -4,24
2026-02-04 13F Marco Investment Management Llc 945 0,00 305 0,99
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 1.025 -4,92 322 -7,76
2026-04-30 13F BRYN MAWR TRUST Co 1.457 -0,34 457 -3,18
2026-04-28 13F Flagship Harbor Advisors, Llc 0 -100,00 0
2026-04-15 13F Occidental Asset Management, LLC 20.356 -6,87 6.388 -9,53
2026-04-16 13F Mendota Financial Group, LLC 0 -100,00 0
2026-01-12 13F Daymark Wealth Partners, Llc 1.030 -2,55 333 -1,78
2026-02-09 13F Northstar Financial Companies, Inc. 1.661 -2,24 537 -1,29
2026-02-09 13F Harbour Investments, Inc. 2.704 4,85 873 5,82
2026-04-21 13F Gutierrez Wealth Advisory, LLC 1.328 0,00 417 -2,80
2026-04-30 13F Team Hewins, LLC 26.825 -0,85 8.418 -3,67
2026-04-20 13F Jfs Wealth Advisors, Llc 2.947 3,15 925 0,22
2026-01-29 13F Comerica Bank 77.957 10,11 25.181 11,13
2026-04-15 13F JP Wealth Management, Inc. 697 0,00 219 -3,11
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-02-06 13F Tortoise Investment Management, LLC 0 -100,00 0
2026-02-09 13F Lgl Partners, Llc 12.115 0,22 3.913 1,16
2025-11-07 13F Beacon Capital Management, LLC 0 -100,00 0
2026-02-13 13F Cladis Investment Advisory, LLC 1.000 11,11 323 12,15
2025-11-07 13F Atticus Wealth Management, Llc 0 -100,00 0 -100,00
2026-01-30 13F Archer Investment Corp 184 0,00 59 1,72
2026-04-14 13F Yarbrough Capital, LLC 21.764 -75,91 6.830 -76,60
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-02-13 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1.057 0,19 341 1,19
2026-02-13 13F Delos Wealth Advisors, LLC 26 -16,13 8 -11,11
2026-02-02 13F Oak Harbor Wealth Partners, Llc 1.026 0,00 331 0,91
2026-02-13 13F Wells Fargo & Company/mn 777.074 6,43 251.003 7,42
2026-02-17 13F Granahan Investment Management Inc/ma 1.126 364
2026-04-13 13F Accelerate Investment Advisors LLC 693 0,43 218 -2,25
2026-02-09 13F William Blair Investment Management, Llc 7.560 -79,09 2.442 -78,91
2025-11-20 13F Chartist Inc /ca/ 0 -100,00 0
2026-02-12 13F Prudent Man Investment Management, Inc. 0 -100,00 0
2026-04-20 13F Obermeyer Wood Investment Counsel, Lllp 641 0,00 201 -2,90
2026-02-03 13F McIlrath & Eck, LLC 95 0,00 31 0,00
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-02-02 13F Vawter Financial, Ltd. 4.561 -1,19 1.473 -0,27
2026-04-15 13F Fifth Third Securities, Inc. 14.277 52,13 4.480 47,81
2026-04-29 13F CFS Investment Advisory Services, LLC 10.308 -1,03 3.673 9,19
2026-04-14 13F Kozak & Associates, Inc. 0 0
2026-04-20 13F Sowell Financial Services LLC 11.886 40,78 3.730 36,74
2026-02-17 13F Citadel Advisors Llc 21.489 6,75 6.941 7,75
2026-01-26 13F Keystone Wealth Services, LLC 1.197 0,00 387 0,78
2026-02-17 13F Citadel Advisors Llc Call 6.200 -46,09 2.003 -45,60
2026-04-17 13F Morris Financial Concepts, Inc. 1.957 0,00 614 -2,85
2026-02-13 13F Arkadios Wealth Advisors 9.317 230,62 3.009 233,96
2026-02-11 13F Tiaa Trust, National Association 1.359.871 -0,82 441.191 0,58
2026-02-17 13F Citadel Advisors Llc Put 7.300 -39,17 2.358 -38,62
2026-04-15 13F Cohen Klingenstein LLC 492.683 -4,66 154.609 -7,38
2026-02-03 13F Cassaday & Co Wealth Management LLC 921.669 1,15 297.708 2,09
2026-02-06 13F TimesSquare Capital Management, LLC 0 -100,00 0 -100,00
2026-02-09 13F Clear Investment Research, Llc 0 -100,00 0
2026-02-10 13F DT Investment Partners, LLC 13.294 0,00 4.294 0,94
2026-02-10 13F Bearing Point Capital, Llc 1.626 -4,41 525 -3,49
2025-11-04 13F High Note Wealth, LLC 0 -100,00 0
2026-04-30 13F Elevated Capital Advisors, LLC 413 -92,99 130 -93,22
2026-02-09 13F Atlantic Trust, LLC 88 0,00 28 0,00
2025-11-13 13F Promus Capital, LLC 153 0,00 49 11,63
2026-04-14 13F Opal Wealth Advisors, LLC 793 -35,95 249 -37,84
2026-04-27 13F Evolution Wealth Management Inc. 29 0,00 9 0,00
2026-04-27 13F Platform Technology Partners 1.940 0,00 609 -2,88
2026-04-24 13F Bishop & Co Investment Management, LLC 2.967 -82,04 931 -82,56
2026-04-13 13F Creative Financial Designs Inc /adv 86 100,00 27 100,00
2026-04-21 13F Trilogy Capital Inc. 0 -100,00 0
2026-01-16 13F Crewe Advisors LLC 329 0,00 106 0,95
2026-02-05 13F Western Wealth Management, LLC 792 256
2026-04-17 13F HHM Wealth Advisors, LLC 150 -43,40 47 -44,71
2026-02-05 13F Avantax Planning Partners, Inc. 54.063 0,26 17.463 1,19
2026-02-17 13F Creative Planning 184.037 5,22 59.446 6,20
2026-04-13 13F Compass Ion Advisors, LLC 760 0,00 239 -2,86
2026-04-13 13F Garrett Investment Advisors LLC 824 -8,95 258 -11,64
2026-04-15 13F Perkins Coie Trust Co 132 -5,71 41 -8,89
2026-04-21 13F Pflug Koory, LLC 90 0,00 28 -3,45
2026-02-13 13F Missouri Trust & Investment Co 30 0,00 10 0,00
2026-02-04 13F Washington Trust Bank 7.499 0,00 2.422 0,96
2026-02-06 13F Gables Capital Management Inc. 2.575 0,00 832 0,85
2026-04-16 13F Stephen J. Garry & Associates, Llc 10.477 0,40 3.288 -2,46
2026-02-13 13F Financial Sense Advisors, Inc. 1.190 6,92 385 7,87
2026-04-20 13F Courier Capital Llc 49.088 2,69 15.404 -0,23
2026-04-07 13F Estate Planners Group, LLC 38 12
2026-04-14 13F Nbc Securities, Inc. 3.579 1,97 1.123 -0,88
2026-02-17 13F First Manhattan Co 883 -1,34 285 -0,35
2026-04-13 13F Mather Group, Llc. 5.112 -0,10 1.604 -2,91
2026-04-28 13F Bogart Wealth, LLC 43 0,00 13 0,00
2026-04-27 13F Exencial Wealth Advisors, Llc 1.342 -3,87 421 -6,44
2026-01-23 13F Sage Mountain Advisors LLC 253 0,00 82 1,25
2026-01-28 13F EPG Wealth Management LLC 93 0,00 30 3,45
2026-02-13 13F Total Wealth Planning, Llc 0 -100,00 0
2026-01-20 13F Savvy Advisors, Inc. 1.426 46,41 461 47,91
2026-02-04 13F Meridian Wealth Management, LLC 4.886 5,76 1.578 6,77
2026-04-09 13F Cornerstone Wealth Advisors, Inc. 4.398 -14,14 1.380 -16,57
2026-02-12 13F Wescott Financial Advisory Group, LLC 4.819 24,84 1.556 25,99
2026-02-13 13F Ausdal Financial Partners, Inc. 2.714 14,37 877 15,42
2026-02-13 13F Chevy Chase Trust Holdings, Inc. 781 0,00 252 1,20
2026-02-11 13F Zions Bancorporation, National Association /ut/ 11.579 65,25 3.740 66,82
2026-02-06 13F Global Retirement Partners, LLC 8.888 711,69 2.871 720,00
2026-04-17 13F First National Bank Sioux Falls 3.159 0,00 1.101 7,94
2026-04-28 13F Kiley Juergens Wealth Management, Llc 2.382 747
2026-02-11 13F Rise Advisors, LLC 0 -100,00 0 -100,00
2026-02-10 13F ESL Trust Services, LLC 111 36
2026-02-11 13F Capital Analysts, Inc. 83 -96,42 0
2026-04-27 13F FSM Wealth Advisors, LLC 1.799 0,00 565 -2,93
2026-01-23 13F Galvin, Gaustad & Stein, LLC 740 8,98 239 9,68
2026-04-22 13F Joel Isaacson & Co., LLC 1.647 0,00 517 -3,01
2026-02-12 13F StoneX Group Inc. 3.501 0,29 1.138 1,88
2026-04-10 13F Pure Financial Advisors, Inc. 894 -0,22 281 -3,11
2026-04-30 13F Relyea Zuckerberg Hanson LLC 7.499 -5,52 2.353 -8,19
2026-04-21 13F Instrumental Wealth, Llc 12.745 1,63 4.000 -6,39
2026-02-17 13F Df Dent & Co Inc 6.534 2.111
2026-02-10 13F Moors & Cabot, Inc. 1.372 4,41 443 5,48
2025-11-14 13F Concord Investment Counsel Inc. 0 -100,00 0
2026-05-01 13F First Business Financial Services, Inc. 3.132 0,00 983 -2,87
2026-02-03 13F F/M Investments LLC 2.254 0,00 728 0,97
2026-02-13 13F Essex Investment Management Co Llc 1.910 617
2026-01-12 13F Rialto Wealth Management, LLC 1.138 -8,08 368 -7,32
2026-04-21 13F Aaron Wealth Advisors LLC 667 0,00 209 -2,79
2026-04-29 13F Index Technologies Group LLC 7.092 1,78 2.226 -1,11
2026-01-27 13F Sage Financial Group Inc 763 246
2026-01-28 13F Geneos Wealth Management Inc. 9.143 20,10 2.953 21,22
2026-02-17 13F First Commonwealth Financial Corp /pa/ 2.538 -39,74 820 -39,24
2026-04-22 13F Janney Montgomery Scott LLC 10.053 -5,42 3 0,00
2026-05-01 13F Thrivent Financial For Lutherans 6.324 -0,72 2 -50,00
2026-02-09 13F Smithfield Trust Co 721 -15,18 0
2026-02-13 13F Morgan Stanley 2.619.371 4,94 846.084 5,92
2026-01-21 13F Townsend Asset Management Corp /nc/ /adv 3.372 -0,59 1.089 0,37
2026-02-09 13F Green Square Capital Advisors Llc 5.650 -9,24 1.825 2,59
2026-02-10 13F Savant Capital, LLC 23.392 1,70 7.556 2,64
2026-02-17 13F D. E. Shaw & Co., Inc. 16.282 5.259
2026-02-12 13F Insigneo Advisory Services, Llc 796 0,00 257 1,18
2026-02-12 13F Connecticut Wealth Management, LLC 0 -100,00 0
2026-02-10 13F Elgethun Capital Management 2.075 0,00 670 0,90
2026-02-02 13F Avidian Wealth Solutions, LLC 19.450 -1,60 6.283 -0,68
2026-04-21 13F Falcon Wealth Planning 1.032 -10,26 324 -12,94
2026-02-05 13F AlphaCore Capital LLC 695 -1,14 225 -0,44
2026-02-17 13F Fmr Llc 305.690 6,06 98.741 7,04
2026-04-28 13F Fundamentun, Llc 792 -38,70 249 -40,53
2026-04-20 13F McKinley Carter Wealth Services, Inc. 4.942 -0,48 1.551 -3,37
2026-04-24 13F Flagship Private Wealth, LLC 0 -100,00 0
2026-01-28 13F Alesco Advisors Llc 3.000 0,00 969 0,94
2026-02-10 13F Ark & Tlk Investments, Llc 2.332 0,00 753 0,94
2026-04-27 13F VAUGHAN & Co SECURITIES, INC. 72.425 -1,86 22.728 -4,66
2026-02-11 13F Buckingham Strategic Partners 7.658 -7,41 2.474 -6,96
2026-01-20 13F Sanibel Captiva Trust Company, Inc. 804 0,00 260 0,78
2026-02-09 13F Clearwater Capital Advisors, LLC 776 -15,74 251 -14,97
2026-02-13 13F Colony Group, LLC 110.423 48,46 35.668 49,64
2026-04-09 13F Dorato Capital Management 184 0,00 61 -4,76
2025-11-14 13F Wood Tarver Financial Group, LLC 0 -100,00 0
2026-02-17 13F Risk Paradigm Group, LLC 5.166 -64,61 1.669 -31,97
2026-04-09 13F OFS Enterprise LLC 27.622 8.668
2026-04-27 13F Fulton Breakefield Broenniman Llc 1.076 0,00 338 -2,88
2026-04-16 13F Heck Capital Advisors, LLC 20.670 305,53 6.486 294,05
2026-01-28 13F Investmark Advisory Group LLC 1.615 0,06 522 0,97
2026-02-12 13F Loomis Sayles & Co L P 0 -100,00 0
2026-04-27 13F Bronte Capital Management Pty Ltd. Call 4.400 1.381
2026-02-09 13F First National Trust Co 846 273
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 18.585 -8,61 5.832 -11,21
2026-02-13 13F Neuberger Berman Group LLC 6.282 66,94 2.029 68,52
2026-04-08 13F Sapient Capital Llc 1.039 0,00 326 -3,55
2026-02-10 13F DiMeo Schneider & Associates, L.L.C. 1.222 0,25 395 1,03
2025-11-14 13F Common Fund For Nonprofit Organizations 0 -100,00 0
2026-02-12 13F Davis R M Inc 646 209
2026-04-27 13F Bronte Capital Management Pty Ltd. 37.542 11.781
2026-01-21 13F Newbridge Financial Services Group, Inc. 8 0,00 3 0,00
2026-04-06 13F Miller Global Investments, LLC 500 0,00 157 -3,11
2026-04-10 13F Perfromance Wealth Partners, LLC 1.658 0,00 520 -2,80
2026-02-10 13F JMG Financial Group, Ltd. 6.663 -0,48 2.152 0,47
2026-02-13 13F Bridge City Capital, LLC 1.434 44,99 463 46,52
2025-11-14 13F Jain Global LLC 0 -100,00 0
2026-02-11 13F Pettyjohn, Wood & White, Inc 2.760 0,00 892 0,91
2026-01-30 13F Palisades Hudson Asset Management, L.P. 2.575 0,23 1
2026-02-09 13F Rhl Group, Llc 2 1
2026-04-15 13F Brady Martz Wealth Solutions, LLC 1.679 -60,61 527 -61,77
2026-02-13 13F Garrison Point Advisors, Llc 2.477 0,00 800 1,01
2026-02-06 13F Bare Financial Services, Inc 11.859 -1,75 3.831 -0,83
2026-01-29 13F D.a. Davidson & Co. 532.522 2,10 172.010 3,05
2025-11-04 13F Marshall Financial Group Inc /adv 6.128 0,07 1.961 12,06
2026-04-30 13F Granite Investment Partners, LLC 0 -100,00 0
2026-02-11 13F Commonwealth Retirement Investments LLC 20 6
2026-04-27 13F HB Wealth Management, LLC 22.856 -0,48 7.173 -3,32
2026-02-12 13F Hamilton Point Investment Advisors, LLC 0 -100,00 0
2026-02-23 13F Wealth Preservation Advisors, LLC 214 0,00 69 1,47
2026-04-15 13F Riversedge Advisors, Llc 3.557 0,00 1.116 -2,79
2026-02-11 13F GW&K Investment Management, LLC 2.844 1
2026-04-28 13F Baxter Bros Inc 900 0,00 282 -2,76
2026-04-23 13F Harbor Investment Advisory, Llc 18.130 -1,97 5.689 -4,75
2026-01-26 13F Lowery Thomas, Llc 13.753 -7,90 4.442 -7,03
2026-02-13 13F McAdam, LLC 5.802 -5,46 1.874 -4,58
2026-04-29 13F KERR FINANCIAL PLANNING Corp 27 3,85 9 12,50
2026-04-08 13F Canandaigua National Corp 3.219 1.010
2026-02-17 13F Advisor Group Holdings, Inc. 142.797 64,79 46.152 68,88
2026-04-23 13F Bell Bank 2.288 -9,67 718 -12,35
2026-02-04 13F Ameritas Advisory Services, LLC 1.444 139,47 466 142,71
2026-02-18 13F KKM Financial LLC 1.314 1,39 424 2,42
2026-04-21 13F Alpine Bank Wealth Management 1.310 0,00 411 -2,84
2026-04-30 13F Millstone Evans Group, LLC 4 0,00 1 0,00
2026-02-17 13F Spears Abacus Advisors LLC 923 0,00 298 1,02
2026-01-23 13F Assetmark, Inc 13.383 -48,61 4.323 -48,14
2026-01-28 13F Chicago Partners Investment Group LLC 1.284 48,61 445 55,59
2026-02-17 13F Strive Financial Group ,LLC 79 26
2026-04-08 13F Sax Wealth Advisors, Llc 926 0,00 299 0,00
2026-01-28 13F Confluence Wealth Services, Inc. 59.528 2,45 19.228 3,40
2025-11-13 13F Strategic Financial Concepts, LLC 0 -100,00 0
2026-04-08 13F Warner Financial, Inc 826 0,00 259
2026-02-13 13F SRS Capital Advisors, Inc. 7.983 2.578
2026-04-29 13F Penobscot Investment Management Company, Inc. 1.307 0,00 410 -2,84
2026-02-10 13F Texas Yale Capital Corp. 6.078 0,00 1.963 0,93
2026-02-10 13F Foundations Investment Advisors, LLC 972 -1,82 314 -0,63
2026-04-06 13F CX Institutional 185 0,00 0
2026-02-03 13F Retirement Planning Group 629 0,16 203 1,00
2026-02-10 13F Thompson Siegel & Walmsley Llc 979 0,00 0
2026-02-12 13F Somerset Group LLC 5.990 0,00 2.017 5,16
2026-04-20 13F Hoxton Planning & Management, LLC 1.873 -0,74 588 -3,61
2026-04-27 13F Wbh Advisory Inc 871 0,00 275 -2,14
2026-02-13 13F Flow Traders U.s. Llc 14.772 3,04 5 0,00
2026-01-08 13F Sound View Wealth Advisors Group, LLC 2.373 -0,96 766 0,00
2026-02-02 13F Holistic Planning, LLC 1.144 3,53 369 4,53
2025-11-14 13F Qube Research & Technologies Ltd 0 -100,00 0 -100,00
2026-02-13 13F Arete Wealth Advisors, LLC 1.162 -14,68 0
2026-02-17 13F Raymond James Financial Inc 389.572 1,58 125.851 2,53
2026-04-07 13F Farther Finance Advisors, LLC 19.160 334,66 6.058 325,65
2026-02-12 13F Brown Brothers Harriman & Co 1.438 0,00 464 0,87
2026-04-20 13F Consilium Wealth Advisory, LLC 2.416 0,00 758 -2,82
2026-04-28 13F Westfuller Advisors, LLC 0 -100,00 0
2026-02-11 13F LPL Financial LLC 572.694 3,62 184.986 4,59
2026-02-12 13F Gerber Kawasaki Wealth & Investment Management 978 -6,86 316 -5,95
2026-04-29 13F Proactive Wealth Strategies LLC 1.612 92,82 506 87,04
2026-02-13 13F Rosenblum Silverman Sutton S F Inc /ca 0 -100,00 0
2025-11-12 13F Modern Wealth Management, LLC 0 -100,00 0
2026-02-05 13F Bessemer Group Inc 1.041 -4,58 0
2026-01-26 13F LifeWealth Investments, LLC 0 -100,00 0 -100,00
2026-02-17 13F Cresset Asset Management, LLC 139.330 0,03 45.005 0,95
2026-01-30 13F Us Bancorp \de\ 159.943 -38,12 51.663 -37,54
2026-02-06 13F Copia Wealth Management 2.962 5,26 957 6,22
2026-04-29 13F Clearwave Capital, LLC 727 5,06 228 2,24
2026-04-13 13F Armstrong, Fleming & Moore, Inc 4.308 0,00 1.352 -2,80
2026-02-05 13F Mission Wealth Management, Lp 2.625 0,00 848 0,95
2026-02-17 13F Centennial Bank/AR/ 59 0,00 19 5,56
2026-02-05 13F HighMark Wealth Management LLC 241 -16,32 78 -16,30
2025-11-13 13F Clientfirst Wealth Management, LLC 0 -100,00 0
2026-04-21 13F Sunpointe, LLC 850 0,00 267 -2,92
2026-02-10 13F MidAtlantic Capital Management, Inc. 519 168
2026-02-09 13F Lisanti Capital Growth, LLC 0 -100,00 0
2026-04-03 13F Investors Research Corp 0 -100,00 0
2026-04-23 13F First Pacific Financial 0 -100,00 0
2026-02-13 13F Pinnacle Wealth Planning Services, Inc. 1.235 0,00 399 0,76
2026-02-17 13F Optiver Holding B.V. 1.503 485
2026-02-13 13F Excelsior Advisor Network LLC 670 216
2026-04-16 13F Intergy Private Wealth, LLC 2.811 0,00 882 -2,76
2026-02-05 13F Atria Investments Llc 7.291 75,48 2.355 77,20
2026-02-17 13F/A Vance Wealth, Inc. 12.832 8,05 4.145 9,08
2025-11-12 13F Cobblestone Capital Advisors Llc /ny/ 5.651 0,00 1.809 11,95
2026-04-13 13F Massmutual Trust Co Fsb/adv 899 10,44 282 7,63
2026-02-17 13F Two Sigma Investments, Lp 0 -100,00 0
2026-02-17 13F Equitable Holdings, Inc. 20.570 -3,34 6.644 -2,44
2026-04-23 13F Powell Investment Advisors, LLC 61.157 1,36 19.192 -1,52
2026-04-23 13F Oppenheimer & Co Inc 9.806 0,58 3.077 -2,29
2026-04-16 13F Allegheny Financial Group LTD 3.144 0,03 987 -2,86
2026-02-11 13F Dorsey & Whitney Trust CO LLC 8.240 0,00 2.662 0,91
2026-01-29 13F Jim Saulnier & Associates, Llc 0 -100,00 0
2026-04-23 13F Salus Financial Advisors, LLC 785 -2,36 246 -5,02
2026-02-04 13F Gray Private Wealth, LLC 773 250
2026-04-22 13F Sterling Capital Management LLC 4.928 23,94 1.546 20,40
2026-04-24 13F Newton One Investments LLC 2.302 -3,28 722 -5,99
2026-01-14 13F Clarius Group, LLC 884 0,00 286 1,06
2026-04-24 13F United Community Bank 387 0,00 121 -3,20
2026-01-21 13F Signature Resources Capital Management, LLC 50 0,00 16 0,00
2026-02-05 13F Rossmore Private Capital 864 275,65 279 282,19
2026-02-12 13F Commonwealth Equity Services, Llc 449.381 -6,21 145.155 94.771,90
2026-01-30 13F Citizens Financial Group Inc/ri 8.054 0,12 2.602 1,05
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 12.441 -8,48 3.904 -11,07
2026-02-18 13F Financial Advisory Service, Inc. 3.094 1,98 1.000 2,88
2026-04-28 13F Hillcrest Wealth Advisors - NY, LLC 38.800 3,33 12.176 0,38
2026-04-13 13F Arcadia Investment Advisors Llc 419 0,00 131 -2,96
2026-04-13 13F Trust Co 344 0,00 108 -3,60
2026-02-06 13F EverSource Wealth Advisors, LLC 209 22,22 68 24,07
2026-02-03 13F Broadwater Capital Management Llc 11 0,00 4 0,00
2026-04-06 13F Versant Capital Management, Inc 11.398 5.627,64 3.577 5.487,50
2026-04-20 13F Provenance Wealth Advisors, LLC 66 0,00 21 -4,76
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 695 -70,43 218 -71,28
2026-02-17 13F NorthRock Partners, LLC 2.901 -2,32 937 -1,37
2026-04-13 13F Wolff Wiese Magana Llc 43 0,00 13 0,00
2026-02-17 13F Laird Norton Trust Company, Llc 2.363 763
2026-04-30 13F LRI Investments, LLC 34 0,00 11 0,00
2026-02-13 13F Motiv8 Investments LLC 16 0
2026-04-29 13F Birch Hill Investment Advisors LLC 800 0,00 251 -2,71
2026-04-13 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 6.088 0,00 2.020 -4,13
2026-04-07 13F Retirement Wealth Solutions LLC 115 0,00 36 -2,70
2026-02-17 13F Boreal Capital Management LLC 103 0,00 33 3,13
2026-04-21 13F Chapin Davis, Inc. 1.578 -4,07 495 -6,78
2026-04-22 13F Mindset Wealth Management, Llc 0 -100,00 0
2026-01-26 13F Transcendent Capital Group LLC 0 -100,00 0
2026-02-13 13F Macquarie Group Ltd 0 -100,00 0
2026-02-13 13F Healthcare Of Ontario Pension Plan Trust Fund 341.500 182,23 110.308 184,85
2026-02-17 13F Cape Investment Advisory, Inc. 33 11
2026-04-30 13F William Howard & Co Financial Advisors Inc 814 0,00 255 -2,67
2026-02-04 13F Nwam Llc 926 -6,28 314 -2,79
2026-04-06 13F Acima Private Wealth, Llc 3.170 0,00 995 -2,83
2026-04-10 13F Magnus Financial Group LLC 1.055 1,83 331 -1,20
2026-04-21 13F Lewis Asset Management, LLC 5.136 0,00 1.612 -2,89
2026-04-22 13F Finley Financial, LLC 13.555 -0,73 4.254 -3,56
2026-02-09 13F Fidelis Capital Partners, LLC 2.945 -9,08 951 -8,20
2026-01-21 13F Pacific Point Advisors, LLC 2.500 0,00 808 0,88
2026-01-23 13F Optima Capital Llc 60 19
2026-02-10 13F Lido Advisors, LLC 11.738 9,87 3.771 10,30
2026-01-29 13F Quadcap Wealth Management, LLC 3.361 0,21 1.086 1,12
2026-02-17 13F Tudor Investment Corp Et Al 1.170 -78,17 378 -78,02
2026-04-23 13F Columbia Advisory Partners Llc 0 -100,00 0
2026-01-07 13F Aventura Private Wealth, LLC 22 0,00 7 0,00
2026-02-26 13F Anchor Investment Management, LLC 0 -100,00 0
2026-04-24 13F Private Advisor Group, LLC 7.519 8,05 2.359 4,94
2026-02-11 13F Peachtree Investment Partners, LLC 479 -2,44 155 -1,91
2026-02-13 13F Integrated Wealth Concepts LLC 5.882 121,63 1.900 123,67
2026-02-17 13F Aqr Capital Management Llc 12.780 4,72 4.128 5,71
2026-02-13 13F Navis Wealth Advisors, LLC 5.396 33,73 1.743 34,93
2026-02-14 13F Rockefeller Capital Management L.P. 136.268 30,07 44.022 31,29
2026-02-12 13F Investment Counsel Co Of Nevada 178 0,00 57 1,79
2026-04-28 13F Greatmark Investment Partners, Inc. 890 0,00 279 -2,79
2026-02-13 13F Droms Strauss Advisors Inc /mo/ /adv 66.873 -0,53 21.601 0,39
2026-04-17 13F Webster Bank, N. A. 427 0,00 134 -2,92
2026-02-13 13F Citigroup Inc 222.509 238,01 71.872 241,14
2026-01-15 13F Allspring Global Investments Holdings, LLC 62.141 20.072
2026-02-17 13F Northern Trust Corp 451.470 3,32 145.829 4,28
2026-01-20 13F Ethos Financial Group, LLC 1.045 0,10 337 0,90
2026-04-23 13F Glass Jacobson Investment Advisors llc 3.469 0,00 1.089 -2,86
2026-04-28 13F Howe & Rusling Inc 0 -100,00 0
2026-02-13 13F Seneschal Advisors, LLC 183 0,00 59 1,72
2025-11-14 13F Strategic Wealth Partners, Ltd. 3.712 -2,01 1.188 9,70
2026-02-12 13F BlackRock, Inc. 70.299 19,42 22.707 20,53
2026-04-14 13F Roffman Miller Associates Inc /pa/ 1.235 -2,53 387 -5,38
2026-04-21 13F Polaris Investment Advisors, LLC 833 0,00 261 -2,97
2025-11-13 13F Texas Capital Bancshares Inc/tx 314 100
2026-02-02 13F Fifth Third Bancorp 49.331 -0,92 15.934 -0,01
2026-04-17 13F AdvisorNet Financial, Inc 2.876 -3,65 902 -6,43
2026-03-04 13F SHP Wealth Management 183 59
2026-02-14 13F American Trust 1.390 -60,15 449 -59,86
2026-04-29 13F Rocky Mountain Advisers, Llc 169 0,00 53 -1,85
2026-02-05 13F Center for Financial Planning, Inc. 675 0,00 218 0,93
2026-04-29 13F Montag A & Associates Inc 1.562 0,00 490 -2,78
2026-05-01 13F Concord Wealth Partners 0 -100,00 0
2026-04-16 13F Quotient Wealth Partners, LLC 1.331 0,00 418 -2,80
2026-04-23 13F Forum Financial Management, LP 1.565 0,19 491 -2,58
2026-02-13 13F Mml Investors Services, Llc 72.689 5,51 23.479 6,49
2026-02-17 13F Bank OZK 970 0,00 313 0,97
2026-04-08 13F Towerpoint Wealth, LLC 973 -0,61 305 -3,48
2026-04-30 13F Primoris Wealth Advisors, Llc 0 -100,00 0
2026-02-02 13F Mutual Advisors, LLC 966 -24,12 312 -25,00
2025-11-10 13F Marshall & Sterling Wealth Advisors Inc. 0 -100,00 0 -100,00
2026-04-07 13F Signaturefd, Llc 330 0,00 103 -2,83
2026-02-02 13F Eq Wealth Advisors, Llc 1 0
2026-02-13 13F Umb Bank N A/mo 4.732 -3,61 1.528 -2,74
2026-01-26 13F Dynamic Financial Group 672 0,00 217 0,93
2026-02-20 13F Sunbelt Securities, Inc. 135 0,00 43 0,00
2026-04-28 13F Steigerwald, Gordon & Koch Inc. 59 0,00 19 -5,26
2026-02-13 13F Gen-Wealth Partners Inc 51 0,00 16 0,00
2026-04-17 13F Mezzasalma Advisors, LLC 1.008 0,00 316 -3,95
2026-02-09 13F St. Louis Trust Co 11.467 0,00 3.704 0,95
2026-04-29 13F Harbour Capital Advisors, LLC 703 0,00 252 10,04
2026-02-17 13F Susquehanna International Group, Llp Call 24.400 60,53 7.881 62,03
2026-02-12 13F Callan Family Office, LLC 9.117 1.161,00 2.945 1.174,46
2026-02-17 13F Susquehanna International Group, Llp 4.719 -34,13 1.524 -33,51
2026-02-17 13F Susquehanna International Group, Llp Put 3.400 -41,38 1.098 -40,84
2026-04-20 13F Fiduciary Alliance LLC 3.375 8,14 1.174 16,47
2026-01-29 13F Sanctuary Advisors, LLC 28.423 6,87 9.181 7,86
2026-04-15 13F Fortitude Family Office, LLC 3.995 0,00 1.254 -2,87
2026-04-20 13F LS Investment Advisors, LLC 1.475 -0,54 463 -3,55
2026-04-30 13F Hsbc Holdings Plc 38.952 35,45 12.221 31,57
2026-04-22 13F Horizon Bancorp Inc /in/ 182 0,00 0
2026-04-24 13F Heritage Investors Management Corp 2.808 -0,18 1
2026-04-24 13F Medallion Wealth Advisors, LLC 14 0,00 4 0,00
2026-02-10 13F Future Fund LLC 0 -100,00 0 -100,00
2026-01-27 13F Legacy Advisors, LLC 857 17,88 277 18,97
2026-02-17 13F Quantinno Capital Management LP 5.747 65,67 1.857 67,21
2026-04-22 13F Genesee Capital Advisors, LLC 1.840 0,00 577 -2,86
2026-04-27 13F Taylor, Cottrill, Erickson & Associates, Inc. 7.823 0,00 2.455 -2,85
2026-02-10 13F Cherry Tree Wealth Management, LLC 20 0,00 6 0,00
2026-02-17 13F Ameriflex Group, Inc. 35 -50,00 11 -50,00
2026-02-11 13F Jpmorgan Chase & Co 491.725 -49,60 158.832 -49,13
2025-11-06 13F Financial Advocates Investment Management 0 -100,00 0 -100,00
2026-02-17 13F Alliancebernstein L.p. 217.502 -13,52 70.255 -12,72
2026-02-03 13F Legacy Wealth Managment, LLC/ID 36 0,00 12 0,00
2026-04-30 13F Private Trust Co Na 1.497 -3,36 470 -6,20
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-04-28 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 617 -3,89 221 6,28
2026-04-10 13F Naviter Wealth, LLC 4.560 0,00 1.431 -2,85
2026-02-12 13F Steward Partners Investment Advisory, Llc 44.708 1,32 14.441 2,26
2026-04-23 13F Intrua Financial, LLC 3.770 -35,64 1.183 -37,47
2026-02-06 13F SGL Investment Advisors, Inc. 7.228 12,74 2.354 11,78
2026-04-20 13F Eagle Strategies LLC 5.403 -0,02 1.696 -2,87
2026-04-24 13F Keybank National Association/oh 145.834 -0,19 45.764 -3,03
2026-02-10 13F Private Wealth Asset Management, LLC 6.987 -4,12 2.257 -3,26
2026-02-09 13F Kingsview Wealth Management, LLC 3.215 -14,54 1.039 -13,79
2026-02-06 13F Ironwood Investment Counsel, LLC 3.354 0,00 1.083 0,93
2026-02-11 13F Parallel Advisors, LLC 3.006 -7,14 971 -6,27
2026-04-15 13F Trust Point Inc. 4.734 -1,48 1.486 -4,32
2026-02-12 13F Mason Investment Advisory Services, Inc. 1.849 0,00 597 1,02
2026-02-03 13F Ballentine Partners, LLC 708 -18,24 229 -17,69
2026-02-03 13F Insight 2811, Inc. 3.533 -5,41 1.141 -4,52
2026-02-17 13F Evercore Wealth Management, LLC 951 -39,04 307 -38,48
2026-02-06 13F BOK Financial Private Wealth, Inc. 416 -1,19 134 0,00
2026-02-11 13F SlateStone Wealth, LLC 1.088 5,94 0
2025-11-07 13F Presidio Capital Management, LLC 0 -100,00 0
2026-01-28 13F Salomon & Ludwin, LLC 48 0,00 16 6,67
2026-02-12 13F Castleark Management Llc 1.720 244,00 556 246,88
2026-04-20 13F GSB Wealth Management, LLC 7.402 6,97 2.323 3,94
2026-02-04 13F Cascade Wealth Advisors, Inc 1.718 0,00 592 5,91
2026-02-06 13F Empirical Asset Management, LLC 1.385 0,00 447 0,90
2026-04-23 13F Spinnaker Trust 965 0,00 303 -2,89
2026-04-29 13F Cordatus Wealth Management LLC 1.123 0,00 352 -2,76
2026-04-28 13F Quent Capital, LLC 38.637 -3,59 12.125 -6,33
2026-02-11 13F Symphony Financial, Ltd. Co. 2.039 664
2026-02-11 13F Winnow Wealth Llc 1 0
2026-01-22 13F True North Advisors, LLC 1.954 631
2026-04-06 13F GAMMA Investing LLC 188 0,00 59 -3,33
2026-02-09 13F M3 Wealth Management, LLC 1.661 537
2026-02-10 13F Tidemark, LLC 372 0,27 120 1,69
2026-02-12 13F Hrt Financial Lp 3.057 -2,11 1
2026-04-16 13F Diversified Trust Co 3.859 6,99 1.211 3,86
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0 -100,00
2026-04-09 13F Epiq Partners, Llc 1.053 0,00 330 -2,94
2026-02-13 13F Visionary Wealth Advisors 6.927 -2,31 2.237 -1,41
2026-02-11 13F Capital Group Private Client Services, Inc. 4.404 0,11 1.423 1,07
2026-02-17 13F Blair William & Co/il 37.644 -3,86 12.159 -2,97
2026-02-17 13F Royal Bank Of Canada 379.547 12,33 122.597 13,37
2026-02-17 13F XTX Topco Ltd 7.874 1.147,86 2.543 1.165,17
2026-02-13 13F Pathstone Holdings, LLC 138.972 8,50 44.890 9,51
2026-02-09 13F New Age Alpha Advisors, LLC 754 175,18 244 179,31
2026-02-17 13F Widmann Financial Services, Inc. 9.194 0,93 2.970 1,85
2026-04-22 13F Pinnacle Bancorp, Inc. 100 0,00 31 -3,12
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 224.148 0,51 70.340 -2,36
2026-01-30 13F SK Wealth Management, LLC 0 -100,00 0 -100,00
2026-02-13 13F State Street Corp 0 -100,00 0 -100,00
2026-01-13 13F Synergy Financial Management, LLC 685 0,59 221 1,84
2026-02-10 13F Natixis Advisors, L.p. 26.530 53,10 9 60,00
2026-04-29 13F Sigma Investment Counselors Inc 880 0,00 276 -2,82
2026-04-22 13F Ariston Services Group 0 -100,00 3.695 -2,84
2026-02-05 13F S&co Inc 1.329 0,00 0
2026-02-13 13F Venture Visionary Partners LLC 2.686 -2,29 868 -1,37
2026-01-22 13F Bartlett & Co. Wealth Management Llc 8.440 0,00 2.726 0,93
2026-02-09 13F Legal & General Group Plc 620 138,46 200 140,96
2026-04-09 13F Everhart Financial Group, Inc. 693 0,43 217 -2,25
2026-01-30 13F BancorpSouth Bank 3.123 -1,42 1.009 -0,49
2026-01-08 13F Sentinel Wealth Management, Inc. 2.181 0,00 704 0,86
2026-04-28 13F Kingswood Wealth Advisors, Llc 914 11,19 287 7,92
2026-01-26 13F Valmark Advisers, Inc. 1.431 3,25 462 4,29
2026-02-02 13F Cornerstone Planning Group LLC 795 8,90 274 14,71
2026-04-28 13F Stratos Wealth Advisors, LLC 0 -100,00 0
2026-04-16 13F Smith, Salley & Associates 1.273 11,28 399 8,13
2026-04-21 13F Paradigm Financial Partners, Llc 1.155 -0,77 362 -3,72
2026-02-19 13F Connective Capital Management, LLC 13.453 0,00 4.345 0,93
2026-01-20 13F Aspiriant, Llc 3.766 9,29 1.216 10,34
2026-01-26 13F Reyes Financial Architecture, Inc. 100 0,00 32 0,00
2026-02-12 13F Bank Of Montreal /can/ 78.853 -0,47 25.470 0,45
2026-04-28 13F Integrated Advisors Network LLC 4.171 -1,04 1.309 -3,89
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 2.827 887
2026-04-28 13F AdvisorShares Investments LLC 52.096 16.348
2026-02-04 13F Biltmore Family Office, LLC 20 0,00 6 0,00
2026-02-13 13F Kayne Anderson Rudnick Investment Management Llc 16.779 95,15 5.423 97,06
2026-04-28 13F Ntv Asset Management Llc 1.878 0,00 589 -2,81
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 136.407 -24,04 43.426 -28,31
2026-04-09 13F DHJJ Financial Advisors, Ltd. 3.348 0,00 1.051 -2,87
2026-02-10 13F Rothschild Investment Llc 751 0,00 243 0,83
2026-02-13 13F Baird Financial Group, Inc. 50.506 4,78 16.314 5,76
2026-01-29 13F Klingman & Associates, LLC 1.280 41,91 413 43,40
2026-02-17 13F Hilltop Holdings Inc. 7.675 -8,13 2.479 -7,26
2026-02-10 13F Godfrey Financial Associates, Inc. 19 6
2026-04-22 13F Foundation Wealth Management, LLC\PA 5.386 -4,37 1.690 -7,09
2026-02-26 13F TD Capital Management LLC 93 30
2026-02-10 13F Crescent Grove Advisors, LLC 13.422 -6,15 4.335 -5,29
2026-02-06 13F Summit Creek Advisors LLC 14.242 4.600
2026-04-07 13F Eastern Bank 2.833 -12,10 889 -14,60
2026-02-10 13F Sequent Asset Management, LLC 25.631 0,00 8.279 0,94
2026-02-11 13F Fund Evaluation Group, LLC 35.156 7,65 11.356 8,65
2026-04-27 13F Td Private Client Wealth Llc 4.109 14,97 1.289 11,70
2026-02-06 13F Flaharty Asset Management, LLC 27.506 -44,17 8.885 -43,70
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