IWS - iShares Trust - iShares Russell Mid-Cap Value ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (ARCA)

iShares Trust - iShares Russell Mid-Cap Value ETF
US ˙ ARCA ˙ US4642874733

Grundlæggende statistik
Institutionelle ejere 993 total, 993 long only, 0 short only, 0 long/short - change of 1,74% MRQ
Gennemsnitlig porteføljeallokering 0.3057 % - change of -2,38% MRQ
Institutionelle aktier (lange) 80.487.857 (ex 13D/G) - change of -1,42MM shares -1,74% MRQ
Institutionel værdi (lang) $ 10.992.874 USD ($1000)
Institutionelt ejerskab og aktionærer

iShares Trust - iShares Russell Mid-Cap Value ETF (US:IWS) har 993 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 80,487,857 aktier. Største aktionærer omfatter Jones Financial Companies Lllp, Morgan Stanley, Bank Of America Corp /de/, Wells Fargo & Company/mn, Tiaa Trust, National Association, Envestnet Portfolio Solutions, Inc., First Citizens Bank & Trust Co, Royal Bank Of Canada, Us Bancorp \de\, and Commonwealth Equity Services, Llc .

iShares Trust - iShares Russell Mid-Cap Value ETF (ARCA:IWS) 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 27, 2026 is 155,72 / share. Previously, on April 28, 2025, the share price was 122,23 / share. This represents an increase of 27,40% over that period.

IWS / iShares Trust - iShares Russell Mid-Cap Value ETF Institutional Ownership
Fondens stemningsscore

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

Opdateringsfrekvens: Dagligt

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

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Institutionel Put/Call-forhold

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

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

IWS / iShares Trust - iShares Russell Mid-Cap Value ETF Historical Put/Call Ratio
13D/G-arkivering

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

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

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Fil dato Form Investor Forrige
Aktier
Seneste
Aktier
Δ Aktier
(Procent)
Ejendomsret
(Procent)
Δ Ejerskab
(Procent)
2025-07-15 13G/A TRUIST FINANCIAL CORP 6,413,758 435,379 -93.21 0.40 -92.45
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
(%)
2026-01-30 13F Sigma Planning Corp 24.017 7,46 3.388 8,52
2026-02-11 13F O'shaughnessy Asset Management, Llc 2.751 10,30 388 11,49
2026-02-09 13F Coldstream Capital Management Inc 9.294 -14,79 1.311 -13,99
2026-02-06 13F Insight Inv LLC 1.865 0,00 263 1,15
2026-02-11 13F Prestige Wealth Management Group LLC 1.076 -1,56 152 -0,66
2026-04-21 13F Financial Consulate, Inc 207 0,00 30 3,45
2026-02-12 13F Planning Project LLC 41 6
2026-02-04 13F Family Legacy, Inc. 2.382 0,00 336 0,90
2026-01-30 13F Renasant Bank 8.703 -34,15 1.228 -33,50
2026-04-08 13F Olistico Wealth, LLC 504 0,00 73 2,82
2026-04-21 13F Topsail Wealth Management, LLC 3.084 0,00 449 3,46
2026-02-12 13F Principal Securities, Inc. 13.548 -8,60 1.911 -7,73
2026-02-13 13F Wells Fargo & Company/mn 3.917.401 4,42 552.549 5,45
2026-02-12 13F Hamilton Point Investment Advisors, LLC 1.039 27,64 146 29,20
2026-04-21 13F Vise Technologies, Inc. 5.023 0,00 709 0,00
2026-01-23 13F Inlight Wealth Management, LLC 54.837 -0,71 7.735 0,27
2026-02-04 13F First Foundation Advisors 17.656 3,35 2.490 4,40
2026-01-30 13F Strategic Blueprint, LLC 20.213 16,93 2.851 18,10
2026-02-09 13F Atticus Wealth Management, Llc 3.034 -19,24 428 -18,51
2026-02-10 13F Basepoint Wealth LLC 736 104
2026-04-17 13F LMG Wealth Partners, LLC 17.142 0,00 2.498 3,35
2026-04-27 13F Greenleaf Trust 6.700 -2,93 976 0,31
2026-02-11 13F Tradition Wealth Management, LLC 13.781 0,00 1.944 0,99
2026-02-09 13F Harbour Investments, Inc. 1.301 -38,95 184 -38,38
2026-04-23 13F Signature Securities Group Corporation 2.385 -2,01 348 1,17
2026-02-02 13F Benjamin Edwards Inc 14.374 -12,57 2.034 -11,72
2026-02-02 13F Integrity Wealth Solutions LLC 2.571 0,00 363 0,84
2026-04-23 13F Granite Harbor Advisors, Inc. 2.999 -0,66 437 2,82
2026-02-13 13F Smartleaf Asset Management LLC 105 15
2026-01-28 13F West Michigan Advisors, Llc 1.683 -0,47 237 0,42
2026-04-14 13F Global Trust Wealth Management LLC 7.740 -4,08 1.128 -0,88
2026-02-05 13F Tucker Asset Management Llc 516 73
2026-02-11 13F Nuance Investments, Llc 60.199 49,38 8.491 50,87
2026-02-28 13F NCM Capital Management, LLC 3.100 -8,82 437 -7,81
2026-02-17 13F Asset One Wealth Management LLC 2.962 438
2026-02-17 13F TCG Advisory Services, LLC 6.032 18,90 851 20,06
2025-11-12 13F Montag A & Associates Inc 0 -100,00 0
2025-11-07 13F Synovus Financial Corp 75.513 3,51 10.549 9,41
2026-04-23 13F West Bancorporation Inc 2.208 322
2026-01-27 13F Tme Financial, Inc. 1.768 249
2026-02-04 13F Money Concepts Capital Corp 457.119 4,53 64.477 5,57
2026-04-08 13F Dynamic Advisor Solutions LLC 2.413 11,40 352 15,08
2026-01-13 13F Argentarii, LLC 2.024 -13,21 285 -12,31
2026-04-21 13F Red Tortoise LLC 4.316 -0,60 629 2,61
2026-01-26 13F Invested Advisors 3.148 444
2026-04-17 13F Capital Squared Financial LLC 19.838 15,37 2.798 16,53
2026-04-13 13F Bank of New Hampshire 213 -0,47 31 3,33
2026-04-08 13F Thompson Investment Management, Inc. 92 13
2026-01-15 13F Rebalance, Llc 7.908 13,90 1.115 15,07
2026-01-29 13F Quest 10 Wealth Builders, Inc. 7.278 2,43 1.027 3,43
2026-02-10 13F Zhang Financial LLC 3.900 0,05 550 1,10
2026-04-14 13F Zrc Wealth Management, Llc 846 0,36 123 4,24
2026-04-21 13F Dougherty Wealth Advisers LLC 683 -25,60 100 -23,26
2026-02-05 13F Thrivent Financial For Lutherans 17.733 7,94 3 0,00
2026-02-13 13F River Wealth Advisors LLC 1.859 0,00 262 1,16
2026-04-23 13F Kohmann Bosshard Financial Services, LLC 200 0,00 29 3,57
2026-01-27 13F Regions Financial Corp 36.544 14,98 5.155 16,13
2026-02-06 13F Envestnet Portfolio Solutions, Inc. 2.856.534 1,18 402.914 2,18
2026-04-22 13F JNBA Financial Advisors 339 0,00 49 4,26
2026-01-26 13F Key Capital Management, INC 16.452 2.321
2026-04-01 13F LBJ Family Wealth Advisors, Ltd. 125.594 -0,07 18 0,00
2026-02-26 13F Anchor Investment Management, LLC 1.348 3,30 190 4,40
2026-02-17 13F one8zero8, LLC 65 0,00 9 0,00
2026-02-12 13F FineMark National Bank & Trust 56.530 480,99 7.974 487,11
2026-04-09 13F PFS Partners, LLC 19 0,00 3 0,00
2026-04-21 13F Navigation Wealth Management, Inc. 2.982 7,65 435 11,28
2026-04-17 13F AdvisorNet Financial, Inc 4.798 -2,58 699 0,72
2026-02-03 13F Sequoia Financial Advisors, LLC 7.758 0,99 1.094 1,96
2026-04-27 13F Qrg Capital Management, Inc. 4.341 86,55 633 92,68
2026-02-13 13F Cutler Capital Management, LLC 0 -100,00 0
2026-02-18 13F First Citizens Bank & Trust Co 2.732.375 1,24 385.401 2,24
2026-04-15 13F Atwood & Palmer Inc 0 -100,00 0
2026-01-30 13F Canandaigua National Bank & Trust Co 4.838 0,00 682 1,04
2026-04-01 13F Bangor Savings Bank 466 0,00 68 3,08
2026-04-16 13F Sterling Investment Counsel, LLC 2.044 -36,09 298 -28,09
2026-04-20 13F Davidson Trust Co 2.810 0,00 410 3,28
2026-02-02 13F Ashton Thomas Securities, Llc 0 -100,00 0
2026-02-03 13F Bokf, Na 90.449 -1,73 12.758 -0,76
2026-02-10 13F REAP Financial Group, LLC 1.374 -0,36 194 0,52
2026-02-06 13F Pnc Financial Services Group, Inc. 1.282.032 -2,33 180.831 -1,37
2026-02-20 13F Ruggaard & Associates LLC 2.057 0,00 290 1,05
2026-02-13 13F Johnson Investment Counsel Inc 0 -100,00 0
2026-04-21 13F Foster & Motley Inc 1.856 0,00 0
2026-04-27 13F Arcadia Wealth Management, LLC 41.499 2,12 6.048 5,53
2026-01-07 13F Marotta Asset Management 0 -100,00 0
2026-02-09 13F Integrity Alliance, Llc. 3.944 8,03 556 9,23
2026-01-28 13F Kingswood Wealth Advisors, Llc 5.235 -1,11 738 -0,14
2026-02-17 13F Captrust Financial Advisors 125.262 -18,34 17.668 -17,54
2025-11-14 13F Skopos Labs, Inc. 0 -100,00 0
2026-02-12 13F Strive Asset Management, LLC 0 -100,00 0
2026-02-10 13F Envestnet Asset Management Inc 1.006.776 17,44 142.006 18,60
2026-02-17 13F Russell Investments Group, Ltd. 2.598 -0,15 366 0,83
2026-01-27 13F/A Capital Performance Advisors Llp 1.605 226
2026-02-18 13F EP Wealth Advisors, Inc. 40.011 7,22 5.644 14,44
2026-01-06 13F First Citizens Financial Corp 0 -100,00 0
2026-04-21 13F Grimes & Company, Inc. 1.712 0,88 249 4,18
2026-04-13 13F Creative Financial Designs Inc /adv 800 2,70 117 6,42
2026-01-20 13F Ascent Group, LLC 28.077 -6,96 3.960 -6,03
2026-04-13 13F Mlp3, Llc 1.420 0,00 207 3,00
2026-02-09 13F Fisher Asset Management, LLC 0 -100,00 0
2026-02-03 13F NewEdge Wealth, LLC 40.965 0,82 5.778 3,09
2026-02-06 13F Addison Advisors LLC 743 0,00 105 0,97
2026-02-06 13F Bare Financial Services, Inc 784 0,00 111 0,92
2026-02-04 13F GGM Financials LLC 30 0,00 4 0,00
2025-11-14 13F Haverford Trust Co 0 -100,00 0
2026-02-12 13F Summit Financial, LLC 17.317 129,64 2.443 131,91
2026-02-13 13F Aire Advisors, Llc 2.187 0,05 309 0,98
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 113 0,00 16 6,67
2026-03-19 13F Painted Porch Advisors LLC 0 -100,00 0
2026-02-17 13F Modern Wealth Management, LLC 2.042 0,79 288 2,13
2026-02-02 13F Equitable Trust Co 23.295 5,28 3.286 6,31
2026-02-06 13F Kimelman & Baird, LLC 284 0,00 40 2,56
2026-01-30 13F Richardson Capital Management LLC 2.966 0,00 418 0,97
2026-02-12 13F Litman Gregory Asset Management LLC 392 55
2026-02-13 13F Ubs Asset Management Americas Inc 14.057 1.983
2026-04-16 13F Montecito Bank & Trust 1.811 0,00 264 3,14
2025-11-13 13F WCG Wealth Advisors LLC 0 -100,00 0
2026-02-11 13F MCF Advisors LLC 6.417 0,03 905 1,12
2026-02-10 13F Anchor Capital Advisors Llc 314.790 46,95 44.401 48,40
2026-02-13 13F Intrepid Financial Planning Group LLC 12.475 -0,66 1.760 0,29
2026-02-10 13F One Capital Management, LLC 89.833 -65,17 12.671 -64,83
2026-01-29 13F Dunhill Financial, LLC 22 0,00 3 0,00
2026-02-06 13F Principle Wealth Partners Llc 4.110 0,00 580 0,87
2026-02-17 13F Warren Averett Asset Management, LLC 107.597 1,62 15.177 2,62
2026-03-04 13F Rehmann Capital Advisory Group 12.277 0,59 1.732 1,58
2026-02-11 13F Vaughan David Investments Inc/il 2.533 0,00 0
2026-04-07 13F Mb, Levis & Associates, Llc 119 0,00 17 6,25
2026-01-07 13F Sagespring Wealth Partners, Llc 1.808 -45,31 255 -44,69
2026-02-10 13F Rothschild Investment Llc 134 0,00 19 0,00
2026-04-17 13F Brown, Lisle/cummings, Inc. 525 0,00 77 2,70
2026-01-27 13F Jackson, Grant Investment Advisers, Inc. 28 0,00 4 0,00
2026-04-15 13F Home Federal Bank Of Tennessee 7.424 -13,16 1.082 -10,29
2026-01-27 13F Summit Wealth Partners, LLC 0 -100,00 0
2026-02-13 13F SYM FINANCIAL Corp 1.664 0,00 235 0,86
2025-11-13 13F Safeguard Investment Advisory Group, LLC 0 -100,00 0
2026-04-20 13F Hilton Head Capital Partners, LLC 370 0,00 54 1,92
2026-01-29 13F Camelot Portfolios, LLC 11.620 1.639
2026-02-05 13F Conning Inc. 48.042 2,18 6.776 3,20
2026-04-22 13F Motco 87 0,00 13 0,00
2026-01-22 13F Rodgers & Associates, LTD 174.382 1,53 24.597 2,53
2026-02-13 13F Altus Wealth Group LLC 0 -100,00 0
2026-01-30 13F Trifecta Capital Advisors, LLC 220 0,00 31 3,33
2026-02-12 13F Founders Financial Alliance, LLC 60 -89,57 8 -90,00
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 18.668 -0,22 2.721 3,11
2026-01-15 13F My Personal CFO, LLC 0 -100,00 0
2026-04-14 13F Wealthcare Advisory Partners LLC 7.124 -9,19 1.038 -6,15
2026-01-22 13F Evermay Wealth Management Llc 107 0,00 15 7,14
2026-04-08 13F Inspirion Wealth Advisors, Llc 53.046 -1,75 7.731 1,51
2026-02-09 13F Putnam Fl Investment Management Co 3.496 8,71 493 9,80
2026-04-06 13F Versant Capital Management, Inc 1.393 -0,21 203 3,57
2026-04-24 13F Key FInancial Inc 1.974 0,00 288 3,24
2026-04-10 13F Ipswich Investment Management Co., Inc. 7.920 1.154
2026-04-10 13F Quaker Wealth Management, LLC 12 0,00 2 0,00
2026-04-23 13F Howard Bailey Securities, Llc 64.497 -2,36 9.400 0,89
2026-02-12 13F Bank of Jackson Hole Trust 0 -100,00 0
2026-04-14 13F Prospera Financial Services Inc 9.718 -0,21 1.417 3,06
2026-01-23 13F Transcend Wealth Collective, Llc 8.655 -3,39 1.221 -2,48
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-01-12 13F VisionPoint Advisory Group, LLC 0 -100,00 0
2026-02-03 13F Strategic Wealth Advisors LLC 500 0
2026-01-29 13F UBS Group AG 1.639.942 0,16 231.314 1,15
2026-02-11 13F Hapanowicz & Associates Financial Services, Inc 24.364 -1,29 3.437 -0,32
2026-02-12 13F StoneX Group Inc. 7.041 -7,96 995 -6,84
2026-02-10 13F Edgemoor Investment Advisors, Inc. 1.770 0,00 250 0,81
2026-02-13 13F MAI Capital Management 92.160 12,11 12.999 13,22
2026-01-27 13F Vantagepoint Investment Advisers Llc 782.258 3,84 110.337 4,86
2026-04-09 13F Pacifica Partners Inc. 0 -100,00 0
2026-04-22 13F Eqis Capital Management, Inc. 1.698 -1,74 247 1,65
2026-01-23 13F Freestone Capital Holdings, LLC 5.677 1,50 801 2,43
2026-01-20 13F Ntv Asset Management Llc 2.626 0,00 370 1,09
2026-02-12 13F Keel Point, LLC 5.707 0,40 805 1,39
2026-01-30 13F AMG National Trust Bank 319.361 -3,41 45.046 -2,46
2026-02-09 13F Nicolet Bankshares Inc 7.292 0,00 1.029 0,98
2026-04-21 13F Family Wealth Group, LLC 10.041 -6,45 1.463 -3,30
2026-01-30 13F First Citizens Investor Services, Inc. 141.496 0,50 19.958 1,49
2026-04-15 13F Activest Wealth Management 5 0,00 1
2026-02-12 13F Compass Capital Corp /ma/ /adv 1.820 -9,86 278 -1,77
2026-01-30 13F Simplicity Wealth,LLC 36.462 -6,88 5.143 -5,98
2026-02-17 13F Pacific Financial Group Inc 0 -100,00 0
2026-04-15 13F Cranbrook Wealth Management, LLC 2.918 -1,75 425 1,67
2026-04-15 13F Merit Financial Group, LLC 10.420 -27,51 1.519 -25,11
2026-02-17 13F Snowden Capital Advisors LLC 2.841 62,44 401 63,93
2026-02-11 13F Cerity Partners LLC 24.714 48,91 3.490 50,65
2026-01-28 13F Glassman Wealth Services 1.645 -8,46 232 -7,20
2026-02-11 13F Fiera Capital Corp 1.634 0,00 230 0,88
2026-02-11 13F First Command Advisory Services, Inc. 1.414 0,00 199 1,02
2025-11-12 13F Creekmur Asset Management LLC 396 0,00 55 5,77
2026-04-21 13F Decker Retirement Planning Inc. 4.308 3,06 628 6,45
2026-01-08 13F American National Bank of Texas 0 -100,00 0
2026-02-03 13F Washington Trust Advisors, Inc. 0 -100,00 0
2026-02-04 13F Bensler, LLC 4.310 0,02 608 1,00
2026-04-10 13F Armstrong Advisory Group, Inc 424 -15,20 62 -12,86
2026-02-17 13F Bank Of America Corp /de/ 4.236.073 15,26 597.498 16,40
2026-02-10 13F Argent Trust Co 2.181 0,00 308 0,99
2026-02-05 13F Clarion Wealth Managment Partners, LLC 8.903 -4,49 1.256 -3,61
2026-02-13 13F Parkside Financial Bank & Trust 6.899 0,01 973 1,04
2026-01-30 13F Laurel Wealth Advisors LLC 248 35
2026-01-26 13F Main Street Group, LTD 0 -100,00 0
2026-02-03 13F Vantage Financial Partners, LLC 2.427 -3,65 342 -2,56
2026-02-10 13F/A Northwestern Mutual Wealth Management Co 236.776 -16,27 33.397 -15,44
2026-01-07 13F Aventura Private Wealth, LLC 324 0,00 46 0,00
2026-02-03 13F Emerald Investment Partners, Llc 3.957 140,55 558 143,67
2026-02-10 13F Peapack Gladstone Financial Corp 25.556 -15,11 4 -25,00
2026-04-16 13F Consolidated Planning Corp 3.088 450
2026-02-17 13F Glenmede Trust Co Na 28.727 -5,53 4.052 5,77
2026-02-11 13F SOUTH STATE Corp 1.783 0,00 251 0,80
2025-11-12 13F Rench Wealth Management, Inc. 0 -100,00 0 -100,00
2026-02-17 13F Peloton Wealth Strategists 13.700 2,45 2 0,00
2026-02-02 13F Legacy Edge Advisors, LLC 57.557 8.118
2026-04-16 13F First Merchants Corp 35.242 -9,62 5.136 -6,60
2026-01-15 13F PFG Private Wealth Management, LLC 0 -100,00 0
2026-02-17 13F Port Capital LLC 4.325 -6,16 610 -5,28
2026-04-17 13F Essex Savings Bank 2.170 0,00 316 3,27
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1.655 -16,12 241 -13,31
2026-04-16 13F Triad Wealth Partners, LLC 5.194 757
2026-04-21 13F Trilogy Capital Inc. 2.907 -5,98 424 -2,98
2026-02-17 13F Cardiff Park Advisors, Llc 677 0,45 96 1,06
2026-02-17 13F Dean Investment Associates, Llc 5.359 756
2026-02-10 13F Rice Partnership, LLC 0 -100,00 0
2026-01-23 13F Kelsey Financial, LLC 38.586 5.443
2026-01-27 13F Retirement Income Solutions, Inc 3.478 -23,53 491 -22,83
2026-04-13 13F Clayton Financial Group LLC 1.050 0,00 153 3,38
2026-04-23 13F Private Wealth Management Group, LLC 882 0,00 129 3,23
2026-02-06 13F Cullen/frost Bankers, Inc. 19.235 207,07 2.713 210,41
2026-02-13 13F Level Four Advisory Services, Llc 1.939 1,73 274 2,63
2026-02-13 13F National Bank Of Canada /fi/ 1.077 -4,44 152 -3,82
2026-04-10 13F Linden Thomas Advisory Services, LLC 0 -100,00 0
2026-04-23 13F Farmers & Merchants Investments Inc 43.199 0,00 6.296 3,32
2026-04-20 13F Breakwater Capital Group 3.045 3,15 444 6,49
2026-02-10 13F Winthrop Capital Management, LLC 139 0,00 0
2025-10-28 13F CarsonAllaria Wealth Management, Ltd. 0 -100,00 0
2026-01-23 13F Legacy Financial Strategies, LLC 2.070 0,00 292 0,69
2025-10-29 13F Bfsg, Llc 0 -100,00 0
2026-02-09 13F Parkshore Wealth Management, Inc. 5.689 0,42 802 1,39
2026-02-17 13F Lazard Asset Management Llc 1.400 0,00 197 1,03
2026-04-27 13F Smith & Howard Wealth Management, LLC 4.617 0,00 673 3,23
2026-04-17 13F Stonebridge Financial Group, LLC / MO 3.356 0,96 489 4,49
2026-04-22 13F Romano Brothers And Company 5.466 -1,09 797 2,18
2026-01-23 13F Legacy Bridge, LLC 10.950 1,57 1.544 2,59
2026-04-09 13F Goelzer Investment Management, Inc. 14.341 -1,10 2.090 2,20
2026-02-06 13F Cascade Financial Partners, LLC 2.525 -9,72 356 -8,72
2026-04-22 13F Evensky & Katz LLC 8.318 -2,96 1 0,00
2026-04-13 13F Hm Payson & Co 300 0,00 44 2,38
2026-04-21 13F Wesbanco Bank Inc 18.231 0,11 2.657 3,43
2026-01-30 13F Archer Investment Corp 502 0,00 71 0,00
2026-04-15 13F 21 West Wealth Management LLC 3.422 0,00 499 3,32
2026-01-29 13F Comerica Bank 94.134 -4,51 13.278 -3,57
2026-04-20 13F Kestra Private Wealth Services, Llc 81.606 2,60 11.893 6,01
2026-02-12 13F BRYN MAWR TRUST Co 8.559 1,70 1.207 2,72
2026-02-11 13F Eldridge Investment Advisors, Inc. 0 -100,00 0
2026-02-13 13F Arkadios Wealth Advisors 13.674 68,73 1.929 70,47
2026-04-13 13F First Hawaiian Bank 1.962 0,00 286 3,26
2026-04-20 13F Jfs Wealth Advisors, Llc 3.168 0,00 462 3,36
2025-11-12 13F Angeles Wealth Management, Llc 0 -100,00 0
2026-01-12 13F Daymark Wealth Partners, Llc 1.856 1,31 262 2,35
2026-04-02 13F Ares Financial Consulting, LLC 60 0,00 9 0,00
2026-02-10 13F IFG Advisory, LLC 2.587 365
2026-02-09 13F Huntington National Bank 2.011 -1,33
2026-04-15 13F JP Wealth Management, Inc. 5.868 0,00 571 1,06
2026-04-20 13F Triangle Securities Wealth Management 1.575 -3,55 230 -0,43
2026-02-02 13F Oak Harbor Wealth Partners, Llc 862 0,00 122 0,83
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 6.885 0,50 1.003 3,83
2026-04-21 13F Vigil Wealth Management, LLC 1.653 0,00 241 3,00
2026-01-15 13F Warwick Investment Management, Inc. 7.525 0,00 1.061 0,95
2026-02-17 13F Tcw Group Inc 10.561 1.490
2026-04-08 13F Wealth Science Advisors LLC 1.554 0,00 219 0,00
2026-02-17 13F Mercer Global Advisors Inc /adv 43.897 -14,02 6.192 -13,17
2026-04-13 13F Accelerate Investment Advisors LLC 1.413 206
2026-04-15 13F Occidental Asset Management, LLC 93.493 2,42 13.626 5,82
2026-04-14 13F XY Planning Network, Inc. 2.602 6,64 382 10,76
2026-01-12 13F CVA Family Office, LLC 112 0,90 16 0,00
2026-02-09 13F Blue Bell Private Wealth Management, Llc 559 0,54 79 1,30
2026-02-23 13F Mv Capital Management, Inc. 8.814 -15,17 1.243 -9,40
2026-02-17 13F Fmr Llc 1.934.508 -0,82 272.862 0,16
2026-04-14 13F Lee-Kelleher Wealth Management 2.135 0,00 311 3,32
2026-04-22 13F Finley Financial, LLC 3.565 0,00 520 3,39
2026-02-11 13F Tiaa Trust, National Association 3.371.310 -1,64 475.550 -0,66
2026-02-14 13F Howe & Rusling Inc 361 51
2026-04-23 13F Oppenheimer Asset Management Inc. 4.318 -82,40 629 -81,82
2026-02-02 13F Robertson Stephens Wealth Management, LLC 4.535 0,64 640 1,59
2026-04-13 13F Sherman Wealth Management LLC 3.703 -0,40 540 2,86
2026-04-20 13F Ronald Blue Trust, Inc. 3.262 53,72 475 58,86
2026-04-15 13F Fifth Third Securities, Inc. 117.673 0,78 17.150 4,13
2026-02-04 13F Washington Trust Bank 6.798 -5,68 959 -4,77
2026-04-17 13F Morris Financial Concepts, Inc. 45 0,00 7 0,00
2026-02-13 13F Oarsman Capital, Inc. 1.602 0,00 226 0,90
2026-02-17 13F Northern Trust Corp 121.241 2,04 17.101 3,06
2026-02-10 13F Mycio Wealth Partners, Llc 6.086 0,46 858 1,42
2026-02-17 13F Tower Research Capital LLC (TRC) 0 -100,00 0
2025-11-10 13F American Money Management, LLC 0 -100,00 0
2026-02-10 13F Bearing Point Capital, Llc 3.391 35,64 478 36,96
2026-04-24 13F Bishop & Co Investment Management, LLC 92.615 -33,75 13.498 -31,55
2026-02-03 13F McIlrath & Eck, LLC 514 0,19 72 1,41
2026-04-13 13F Mather Group, Llc. 37.479 -0,02 5.462 3,31
2026-01-28 13F Geneos Wealth Management Inc. 17.697 -4,99 2.496 -4,04
2026-04-02 13F Horizons Wealth Management 279 0,00 41 2,56
2026-02-05 13F Western Wealth Management, LLC 5.139 38,67 725 40,04
2025-11-10 13F Rosenberg Matthew Hamilton 0 -100,00 0
2025-11-14 13F Financial Network Wealth Management LLC 0 -100,00 0
2026-04-13 13F Compass Ion Advisors, LLC 3.503 0,06 510 3,45
2026-04-21 13F Pflug Koory, LLC 808 0,00 118 3,54
2026-02-17 13F Citadel Advisors Llc 23.179 1.180,61 3.269 1.197,22
2026-02-12 13F Douglass Winthrop Advisors, LLC 1.942 -20,99 274 -20,41
2026-02-13 13F Missouri Trust & Investment Co 4.636 4,18 654 5,15
2026-04-17 13F HHM Wealth Advisors, LLC 78 0,00 11 0,00
2026-02-17 13F Citadel Advisors Llc Call 4.600 649
2026-04-14 13F Nbc Securities, Inc. 7.062 -6,96 1.029 -3,83
2026-02-04 13F Meridian Wealth Management, LLC 10.399 19,80 1.467 20,96
2026-02-03 13F Cassaday & Co Wealth Management LLC 1.005.128 1,27 141.773 2,27
2026-02-13 13F Financial Sense Advisors, Inc. 1.480 0,00 209 0,97
2026-04-23 13F Harbor Investment Advisory, Llc 23.355 -1,69 3.404 1,58
2026-02-09 13F Smithfield Trust Co 674 9,77 0
2026-04-14 13F American State Bank (Iowa) 0 -100,00 0
2026-02-13 13F Mariner, LLC 317.068 7,25 44.727 8,34
2026-04-20 13F Courier Capital Llc 11.471 0,17 1.672 3,47
2026-01-23 13F Sage Mountain Advisors LLC 1.842 0,00 260 0,78
2026-02-09 13F MSH Capital Advisors LLC 23.777 0,00 3.354 0,99
2026-02-06 13F Fortis Group Advisors, LLC 5 1
2026-02-06 13F Wilian Securities, LLC 2.102 297
2026-02-12 13F Wescott Financial Advisory Group, LLC 205.539 -2,23 28.991 -1,26
2026-04-15 13F Fortitude Family Office, LLC 2.960 0,00 431 3,36
2026-02-13 13F Ausdal Financial Partners, Inc. 11.006 1,18 1.552 2,17
2026-04-16 13F First Community Trust Na 41 0,00 6 0,00
2026-01-27 13F Sage Financial Group Inc 23.963 -3,09 3.380 -2,11
2026-02-11 13F Zions Bancorporation, National Association /ut/ 948.572 -0,87 133.796 0,11
2025-11-25 13F Briaud Financial Planning, Inc 0 -100,00 0
2026-02-13 13F Chevy Chase Trust Holdings, Inc. 3.373 0,00 476 0,85
2026-02-09 13F Avalon Trust Co 600 0,00 85 1,20
2026-04-10 13F Country Trust Bank 0 -100,00 0
2026-04-22 13F Networth Advisors, LLC 1.791 -5,09 261 -1,88
2026-02-03 13F Sigma Investment Counselors Inc 1.723 0,00 243 1,25
2026-02-17 13F Sherman Porfolios, Llc 3.895 549
2026-03-02 13F Clearwave Capital, LLC 9.531 1.344
2026-01-22 13F Greenup Street Wealth Management Llc 3.687 0,00 515 0,00
2026-02-17 13F Creative Planning 139.093 12,91 19.619 14,03
2026-04-17 13F James J. Burns & Company, LLC 48.330 -2,49 7.044 0,74
2026-02-10 13F Moors & Cabot, Inc. 1.869 -5,75 264 -5,05
2026-02-17 13F Evergreen Wealth Solutions, LLC 1.654 233
2026-02-13 13F/A New England Private Wealth Advisors LLC 1.619 0,31 228 1,33
2026-04-24 13F Alaska Permanent Capital Management 0 -100,00 0
2026-02-09 13F Atlantic Trust, LLC 111 0,00 16 0,00
2026-04-22 13F Joel Isaacson & Co., LLC 2.510 0,04 366 3,40
2026-01-21 13F Townsend Asset Management Corp /nc/ /adv 1.182 0,42 167 1,22
2026-02-06 13F Lloyd Advisory Services, LLC. 2.924 -1,22 412 -0,24
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-01-12 13F Rialto Wealth Management, LLC 1.115 0,00 157 1,29
2025-11-06 13F Blalock Williams, Llc 0 -100,00 0
2026-02-17 13F Fwl Investment Management, Llc 18 0,00 3 0,00
2026-02-12 13F Brown Brothers Harriman & Co 19.137 1,10 2.699 2,12
2026-04-06 13F Highline Wealth Partners Llc 0 -100,00 0
2026-04-21 13F Pallas Capital Advisors LLC 3.441 -0,52 501 2,87
2026-04-21 13F Falcon Wealth Planning 26.096 -2,19 3.803 1,06
2026-02-10 13F Savant Capital, LLC 81.224 4,76 11.457 5,79
2026-01-23 13F Galvin, Gaustad & Stein, LLC 1.851 3,47 261 4,82
2025-10-28 13F Prossimo Advisors, LLC 0 -100,00 0
2026-02-17 13F Westwood Holdings Group Inc 2.366 334
2025-11-10 13F Alerus Financial Na 0 -100,00 0 -100,00
2026-02-13 13F Total Wealth Planning, Llc 0 -100,00 0
2026-04-14 13F Beacon Investment Advisory Services, Inc. 21 3
2026-02-13 13F W Advisors, Llc 2.533 357
2026-04-10 13F Pure Financial Advisors, Inc. 11.352 -0,80 1.654 2,48
2026-01-20 13F Stratos Wealth Partners, LTD. 12.063 -0,41 1.702 0,59
2026-02-06 13F Associated Banc-corp 1.575 0,00 222 1,37
2026-01-30 13F Heritage Investment Group, Inc. 1.737 245
2026-04-13 13F Trust Co 717 0,00 104 2,97
2026-04-24 13F Midwest Capital Advisors, LLC 913 0,00 133 3,91
2026-01-23 13F Arbor Investment Advisors, LLC 1.497 0,00 211 0,96
2026-02-12 13F Connecticut Wealth Management, LLC 0 -100,00 0
2026-01-13 13F Stephens Consulting, LLC 5 1
2026-01-29 13F D.a. Davidson & Co. 17.849 48,04 2.518 49,47
2026-04-22 13F Janney Montgomery Scott LLC 33.771 -17,98 5 -20,00
2026-02-13 13F KilterHowling LLC 2.309 0,48 326 1,25
2026-02-13 13F Morgan Stanley 8.071.505 -2,11 1.138.486 -1,14
2026-04-21 13F Trust Co Of Virginia /va 1.449 0,00 211 3,43
2026-01-22 13F Mechanics Financial Corp 197 0,00 28 0,00
2026-02-17 13F Advisor Group Holdings, Inc. 161.367 -32,15 22.771 -31,21
2026-02-10 13F FDx Advisors, Inc. 1.641 0,55 0
2026-04-20 13F McKinley Carter Wealth Services, Inc. 2.616 -1,99 381 1,33
2026-02-12 13F Davis R M Inc 5.407 -0,73 763 0,26
2026-02-11 13F Buckingham Strategic Partners 41.812 -1,39 5.898 -0,41
2026-01-28 13F Alesco Advisors Llc 5.040 0,00 711 1,00
2026-02-13 13F Colony Group, LLC 236.511 18,14 33.360 19,32
2026-04-27 13F HB Wealth Management, LLC 8.611 50,65 1.255 55,58
2026-01-20 13F Sanibel Captiva Trust Company, Inc. 2.390 0,00 337 1,20
2026-02-17 13F Risk Paradigm Group, LLC 11.257 1.588
2026-02-12 13F Quadrant Capital Group Llc 16.911 -14,27 2.385 -13,43
2026-02-10 13F Ark & Tlk Investments, Llc 28.477 0,00 4.017 0,98
2026-04-16 13F Heck Capital Advisors, LLC 19.731 83,14 2.876 89,27
2026-02-17 13F Ibex Wealth Advisors 0 -100,00 0
2026-04-10 13F Daytona Street Capital LLC 34 183,33 5 400,00
2026-01-28 13F Investmark Advisory Group LLC 1.640 0,06 231 0,87
2026-01-28 13F Kanawha Capital Management Llc 2.761 0,00 389 1,04
2026-03-02 13F Bank Of Hawaii 18.414 23,33 2.597 24,56
2026-02-09 13F Millington Financial Advisors, LLC 2.500 380
2026-02-09 13F First National Trust Co 10.646 25,29 1.502 26,56
2026-04-10 13F Magnus Financial Group LLC 2.633 1,70 384 4,93
2026-04-14 13F Granite Group Advisors, LLC 3.800 0,00 563 5,05
2026-01-20 13F Independence Bank of Kentucky 1.538 0,00 217 0,93
2026-02-03 13F BHK Investment Advisors, LLC 13.695 4,08 1.932 5,12
2026-02-11 13F MidWestOne Financial Group, Inc. 0 -100,00 0
2026-02-05 13F High Note Wealth, LLC 992 0,00 140 0,72
2026-04-17 13F Stephenson National Bank & Trust 679 0,00 99 3,16
2026-01-27 13F Belpointe Asset Management LLC 6.713 -1,94 947 -1,05
2026-04-23 13F First Pacific Financial 21.473 0,45 3.129 3,78
2026-04-10 13F Perfromance Wealth Partners, LLC 10.540 -11,14 1.536 -8,13
2026-02-05 13F AlphaCore Capital LLC 571 109,93 81 116,22
2026-02-10 13F New Republic Capital, LLC 700 3,09 99 4,26
2026-02-13 13F Kilter Group LLC 7 0,00 1
2026-02-09 13F Regimen Wealth, Llc 5.334 0,41 752 1,48
2026-02-10 13F JMG Financial Group, Ltd. 74.632 -1,86 10.527 -0,89
2025-11-06 13F Northwest Financial Advisors 0 -100,00 0 -100,00
2026-02-17 13F Berkshire Bank 14.259 -6,55 2.011 -5,63
2026-04-22 13F Bravera Wealth 497 8,52 72 12,50
2026-01-20 13F Savvy Advisors, Inc. 3.938 -19,78 556 -18,98
2026-02-13 13F Neuberger Berman Group LLC 9.508 0,00 1.341 1,06
2026-04-15 13F Brady Martz Wealth Solutions, LLC 24.174 -24,64 3.523 -22,13
2026-02-09 13F Collaborative Wealth Managment Inc. 2.509 354
2025-11-04 13F Marshall Financial Group Inc /adv 3.420 3,79 478 9,66
2026-04-08 13F Canandaigua National Corp 4.838 705
2026-02-09 13F Lathrop Investment Management Corp 1.781 0,00 0
2026-01-08 13F Sound View Wealth Advisors Group, LLC 7.253 0,00 1.023 0,99
2026-02-17 13F Raymond James Financial Inc 652.035 12,30 91.970 13,41
2026-02-13 13F 1832 Asset Management L.P. 1.431 202
2026-02-17 13F Price T Rowe Associates Inc /md/ 30.708 0,00 4 0,00
2026-02-10 13F Nvest Financial, LLC 12.448 17,85 1.756 18,98
2026-02-12 13F Elevation Wealth Management LLC 2.390 337
2026-04-13 13F Kmg Fiduciary Partners, Llc 50.498 -0,28 7.360 3,04
2026-02-06 13F Csenge Advisory Group 12.015 1,10 1.695 2,11
2026-02-04 13F Global Wealth Management Investment Advisory, Inc. 8.017 -7,15 1.131 -6,22
2026-02-09 13F Bleakley Financial Group, LLC 44.737 1,79 6.310 2,80
2026-02-12 13F Financial Engines Advisors L.L.C. 21.565 4,53 3.042 5,55
2026-01-27 13F PFG Advisors 4.275 -1,88 603 -0,99
2026-04-21 13F Alpine Bank Wealth Management 14.995 0,00 2.185 3,31
2026-02-12 13F Triumph Capital Management 211 0,00 30 0,00
2026-04-13 13F Cordant, Inc. 1.545 -55,33 225 -53,80
2026-04-10 13F Revolve Wealth Partners, LLC 5.952 -0,03 867 3,34
2026-02-10 13F Foundations Investment Advisors, LLC 7.252 21,25 1.023 22,40
2026-02-04 13F Ameritas Advisory Services, LLC 19.404 431,62 2.737 437,52
2026-01-23 13F Assetmark, Inc 44.101 -55,22 6.220 -54,78
2026-02-17 13F Centennial Bank/AR/ 4.052 -1,22 572 -0,17
2026-02-10 13F Thompson Siegel & Walmsley Llc 236.937 89,38 33 94,12
2026-04-27 13F DB Fitzpatrick & Co, Inc 55 0,00 8 14,29
2026-04-07 13F First Financial Corp /in/ 2.674 -0,07 390 3,18
2026-02-11 13F LPL Financial LLC 1.210.535 0,57 170.746 1,56
2026-02-02 13F Partners in Financial Planning 2.914 0,10 411 1,23
2026-04-07 13F Farther Finance Advisors, LLC 18.878 22,81 2.770 27,72
2026-04-21 13F Paradigm Financial Partners, Llc 5.598 -0,20 816 3,03
2026-04-24 13F Essex Financial Services, Inc. 4.421 -1,01 644 2,38
2026-01-23 13F Bridgewater Advisors Inc. 2.742 0,00 408 8,80
2026-01-14 13F ORG Wealth Partners, LLC 121 0,00 17 6,25
2026-02-17 13F Prosperity Consulting Group, LLC 111.161 10,44 15.679 11,54
2026-02-12 13F Grey Fox Wealth Advisors, LLC 0 -100,00 0
2026-02-18 13F NFP Retirement, Inc. 0 -100,00 0
2026-04-14 13F Lawood & Co 1.672 -4,68 244 -1,62
2026-02-10 13F Lido Advisors, LLC 300.540 -10,19 42.330 -9,43
2026-02-17 13F Perennial Investment Advisors, LLC 4.464 -5,14 630 -4,26
2026-04-13 13F Reinhart Partners, Inc. 0 -100,00 0
2025-11-13 13F GeoWealth Management, LLC 0 -100,00 0
2026-01-30 13F Us Bancorp \de\ 2.089.915 -4,54 294.783 -3,60
2026-02-05 13F Mission Wealth Management, Lp 3.458 43,37 488 44,94
2026-04-16 13F Intergy Private Wealth, LLC 6.926 0,00 1.009 3,38
2026-02-13 13F Pin Oak Investment Advisors Inc 128 0,00 0 -100,00
2026-02-13 13F Granville Capital, Inc. 9.701 1.368
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-04-15 13F ERTS Wealth Advisors, LLC 7.036 -23,07 1.025 -20,54
2026-02-17 13F Cresset Asset Management, LLC 13.976 2,65 1.971 3,68
2026-02-04 13F Fourth Dimension Wealth, LLC 17 0,00 2 0,00
2025-11-12 13F Cobblestone Capital Advisors Llc /ny/ 1.468 205
2026-02-13 13F Cornerstone Financial Management LLC 11 2
2026-04-13 13F Massmutual Trust Co Fsb/adv 100 0,00 15 0,00
2026-02-12 13F WealthPLAN Partners, LLC 3.497 0,00 493 1,02
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 1.389 202
2026-02-17 13F Royal Bank Of Canada 2.390.656 -2,49 337.201 -1,53
2026-01-21 13F Signature Resources Capital Management, LLC 79 2,60 11 10,00
2026-04-16 13F Allegheny Financial Group LTD 16.691 6,77 2.433 10,29
2026-02-11 13F Dorsey & Whitney Trust CO LLC 4.812 679
2026-04-24 13F United Community Bank 541 0,00 79 2,63
2026-04-22 13F Sterling Capital Management LLC 125.473 9,60 18.286 13,25
2026-04-23 13F Powell Investment Advisors, LLC 52.760 0,13 7.689 3,46
2026-04-13 13F Salem Investment Counselors Inc 144 21
2026-04-23 13F Oppenheimer & Co Inc 21.407 -0,68 3.120 2,60
2026-01-21 13F Paladin Advisory Group, LLC 1.067 150
2026-02-13 13F Kestra Advisory Services, LLC 0 -100,00 0
2026-02-05 13F Atria Investments Llc 11.197 1,36 1.579 2,40
2026-02-13 13F SRS Capital Advisors, Inc. 147.771 19.302
2026-04-16 13F Annex Advisory Services, LLC 4.222 2,78 615 6,22
2026-02-12 13F Commonwealth Equity Services, Llc 1.985.396 -4,23 280.040 96.799,65
2026-02-18 13F Financial Advisory Service, Inc. 20.837 -0,10 2.939 0,89
2025-11-06 13F Integrity Financial Corp /WA 0 -100,00 0
2026-04-20 13F Provenance Wealth Advisors, LLC 49 0,00 7 16,67
2026-02-13 13F Victory Capital Management Inc 12.200 -98,71 1.721 -98,70
2026-04-06 13F CX Institutional 737 -16,15 0
2026-02-05 13F 1st Source Bank 3.652 -3,95 515 -3,01
2026-02-25 13F Thryve Wealth Management Llc 2.698 381
2026-04-13 13F Neumann Capital Management, LLC 1.524 0,00 222 3,74
2026-02-17 13F/A Vance Wealth, Inc. 23.971 -6,80 3.381 -5,87
2026-02-04 13F Rockbridge Investment Management, LCC 3.128 0,87 441 1,85
2026-02-13 13F Pinnacle Wealth Planning Services, Inc. 280 39
2026-01-30 13F Citizens Financial Group Inc/ri 2.280 0,80 322 1,90
2025-11-14 13F Elequin Capital Lp 0 -100,00 0
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 303 -6,48 44 -2,22
2026-02-05 13F Rossmore Private Capital 210 0,00 30 0,00
2026-01-14 13F ORG Partners LLC 4.752 33,37 671 32,15
2026-02-17 13F Equitable Holdings, Inc. 408.910 0,22 57.677 1,21
2026-04-13 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 2.259 0,00 342 2,40
2026-02-02 13F Millstone Evans Group, LLC 22.781 7,53 3.213 8,62
2026-04-03 13F Investors Research Corp 0 -100,00 0
2026-01-07 13F Cahaba Wealth Management, Inc. 3.850 -4,70 543 -3,72
2026-02-17 13F Cape Investment Advisory, Inc. 2.088 1.402,16 294 1.447,37
2026-04-22 13F Princeton Global Asset Management LLC 1.363 0,00 199 3,13
2026-02-10 13F Ade, Llc 7.568 0,12 1.067 1,14
2026-04-24 13F Means Investment Co., Inc. 2.289 -0,52 334 2,78
2025-11-07 13F Vista Capital Partners, Inc. 0 -100,00 0
2026-04-13 13F Wolff Wiese Magana Llc 28 0,00 4 33,33
2026-01-28 13F Fiduciary Wealth Partners, LLC 2.591 0,00 365 1,11
2026-02-13 13F Baltimore-Washington Financial Advisors, Inc. 6.903 -3,28 974 -2,31
2026-02-09 13F Fidelis Capital Partners, LLC 25.806 -1,83 3.640 -0,87
2026-01-07 13F Harbour Capital Advisors, LLC 6.150 0,00 877 1,98
2026-01-29 13F Advisors Capital Management, LLC 3.077 434
2026-04-21 13F Centennial Advisors, LLC 3.973 -3,47 579 -0,34
2025-11-12 13F Journey Strategic Wealth Llc 0 -100,00 0
2026-02-17 13F Align Financial, LLC 224.128 224
2026-01-29 13F Guardian Asset Advisors, LLC 3.670 0,58 517 1,37
2026-02-04 13F Nwam Llc 2.894 1,26 427 7,29
2026-02-11 13F Next Capital Management LLC 2.246 0,00 317 0,96
2026-02-13 13F STAR Financial Bank 6.862 -14,51 968 -13,74
2026-04-24 13F Private Advisor Group, LLC 55.480 1,58 8.086 4,96
2026-01-29 13F Quadcap Wealth Management, LLC 1.567 0,06 221 0,92
2026-02-17 13F NorthRock Partners, LLC 7.647 -1,61 1.079 -0,65
2026-04-20 13F Skyline Advisors, Inc. 4.030 0,30 587 3,71
2026-02-14 13F American Trust 4.858 -51,95 685 -51,49
2026-02-02 13F Fifth Third Bancorp 119.012 0,63 16.787 1,62
2026-02-05 13F Duncan Williams Asset Management, LLC 1.340 201
2026-02-11 13F Peachtree Investment Partners, LLC 194 0,52 27 3,85
2026-02-13 13F Citigroup Inc 20.265 -3,72 2.858 -2,76
2026-02-17 13F Aqr Capital Management Llc 12.172 27,36 1.717 28,64
2026-04-20 13F Auour Investments LLC 29.083 3,12 4.239 6,56
2026-04-08 13F RDA Financial Network 2.263 0,00 330 3,13
2026-02-05 13F Avantax Planning Partners, Inc. 107.419 -3,88 15.152 -2,93
2026-02-11 13F Cedar Mountain Advisors, LLC 254.035 0,68 35.832 1,68
2026-02-13 13F Integrated Wealth Concepts LLC 7.350 -33,41 1.037 -32,77
2026-04-17 13F Amarillo National Bank 22.592 0,00 3.293 3,33
2026-02-17 13F Van Den Berg Management I, Inc 913 129
2026-04-20 13F Joel Adams & Associates, Inc. 1.802 0,33 263 3,56
2026-02-13 13F Motiv8 Investments LLC 337 0
2026-04-06 13F Acima Private Wealth, Llc 2.585 0,00 377 3,30
2026-02-06 13F Copia Wealth Management 300 0,00 42 2,44
2026-01-15 13F Allspring Global Investments Holdings, LLC 45.016 83,80 6.420 87,50
2026-04-27 13F Sound Income Strategies, LLC 521 3,17 76 2,70
2026-02-12 13F Investment Counsel Co Of Nevada 251 0,00 35 0,00
2026-02-05 13F Center for Financial Planning, Inc. 211 -14,92 30 -14,71
2026-04-23 13F Glass Jacobson Investment Advisors llc 2.444 -0,77 356 2,59
2025-11-13 13F 1 North Wealth Services Llc 0 -100,00 0
2026-02-03 13F Broadwater Capital Management Llc 20 0,00 3 0,00
2026-02-09 13F Koesten, Hirschmann & Crabtree, INC. 0 -100,00 0
2026-01-29 13F Almanack Investment Partners, LLC. 1.487 210
2026-04-20 13F Sowell Financial Services LLC 50.516 525,51 7.362 546,36
2026-02-12 13F BlackRock, Inc. 8.834 -55,23 1.246 -54,79
2026-03-04 13F SHP Wealth Management 160 23
2026-01-22 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 7.878 3,02 1.111 3,16
2025-11-06 13F Financial Advocates Investment Management 0 -100,00 0
2026-04-20 13F TFB Advisors LLC 0 -100,00 0
2026-02-11 13F Jpmorgan Chase & Co 796.669 8,82 112.370 9,89
2026-02-17 13F Quantinno Capital Management LP 28.709 18,10 4.050 19,26
2026-04-24 13F Root Financial Partners, LLC 996 1,53 145 5,07
2026-04-08 13F Arlington Trust Co LLC 0 -100,00 0
2026-02-02 13F Mutual Advisors, LLC 8.391 -10,45 1.184 -9,69
2026-04-24 13F SOL Capital Management CO 0 -100,00 0
2026-02-17 13F Matters Capital Llc 15.714 2.216
2026-01-28 13F May Barnhard Investments LLC 37.179 -6,51 5.244 -5,58
2026-02-10 13F Future Fund LLC 0 -100,00 0
2026-02-12 13F Callan Family Office, LLC 11.760 11,67 1.659 12,79
2026-04-24 13F Medallion Wealth Advisors, LLC 416 0,00 61 3,45
2026-02-05 13F Park Square Financial Group, LLC 0 -100,00 0
2026-02-13 13F Mosaic Family Wealth Partners, Llc 0 -100,00 0
2026-02-13 13F Cozad Asset Management Inc 8.465 -5,83 1.194 -4,94
2026-02-03 13F Legacy Wealth Managment, LLC/ID 457 83,53 64 88,24
2026-01-26 13F Sonata Capital Group Inc 9.276 0,84 1.308 130.700,00
2026-02-17 13F Alliancebernstein L.p. 13.990 -63,75 1.973 -63,40
2026-01-21 13F Crews Bank & Trust 208 -17,79 29 -17,14
2026-02-10 13F Crescent Grove Advisors, LLC 5.814 0,00 820 0,99
2026-01-20 13F Signaturefd, Llc 0 -100,00 0
2026-01-26 13F Roman Butler Fullerton & Co 2.161 -21,82 322 -15,97
2026-04-10 13F Granite FO LLC 0 -100,00 0
2026-02-10 13F Cherry Tree Wealth Management, LLC 2.791 0,00 394 1,03
2026-04-27 13F Taylor, Cottrill, Erickson & Associates, Inc. 21.394 0,00 3.118 3,31
2026-01-28 13F Villere St Denis J & Co Llc 2.033 0,00 287 1,06
2026-04-17 13F Baker Ellis Asset Management LLC 3.517 0,00 513 3,23
2026-02-17 13F Susquehanna International Group, Llp Call 2.100 -87,79 296 -87,68
2026-02-06 13F Tortoise Investment Management, LLC 0 -100,00 0
2026-02-06 13F GLOBALT Investments LLC / GA 235.182 -1,38 33.172 -0,41
2026-02-13 13F Umb Bank N A/mo 64.873 -4,77 9.150 -3,84
2026-02-17 13F Ameriflex Group, Inc. 554 -50,00 78 -49,35
2026-02-10 13F Sittner & Nelson, Llc 20 3
2026-02-17 13F Wealth Watch Advisors, INC 521 2.964,71 73 3.550,00
2026-02-17 13F Susquehanna International Group, Llp 30.751 322,52 4.337 326,87
2026-04-20 13F Eagle Strategies LLC 12.018 -2,74 1.751 0,52
2026-02-06 13F Condor Capital Management 21.894 -0,48 3.088 0,52
2026-02-06 13F Kingdom Financial Group LLC. 95.096 147,67 13.413 150,10
2026-04-10 13F Naviter Wealth, LLC 11.211 0,00 1.634 3,29
2026-02-11 13F Capital Group Private Client Services, Inc. 4.790 0,21 676 1,20
2026-02-13 13F Kennedy Capital Management, Inc. 40.508 58,13 5.714 59,71
2026-02-11 13F Parallel Advisors, LLC 17.871 25,31 2.521 26,57
2026-02-02 13F B.O.S.S. Retirement Advisors, LLC 7.394 -65,04 1.043 -64,71
2026-02-06 13F Geometric Wealth Advisors 4.222 0,00 596 1,02
2026-04-20 13F Tower View Investment Management & Research LLC 61 0,00 9 0,00
2026-02-03 13F Ballentine Partners, LLC 16.170 0,00 2.281 0,97
2026-02-10 13F Private Wealth Asset Management, LLC 23.815 4,59 3.359 5,63
2026-04-17 13F Tectonic Advisors Llc 22.401 3,14 3.265 6,56
2026-02-12 13F Steward Partners Investment Advisory, Llc 121.349 -0,10 17.116 0,89
2026-02-06 13F BOK Financial Private Wealth, Inc. 181 0,00 26 0,00
2026-04-24 13F Keybank National Association/oh 198.559 -0,55 28.938 2,75
2026-02-06 13F Ironwood Investment Counsel, LLC 18.978 303,53 2.677 307,93
2026-02-03 13F Insight 2811, Inc. 10.015 -2,26 1.413 -1,33
2026-01-29 13F Calamos Wealth Management LLC 1.726 1,17 243 2,10
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-02-05 13F GSB Wealth Management, LLC 0 -100,00 0
2026-02-10 13F Twin Peaks Wealth Advisors, LLC 5.123 31,97 780 43,91
2026-02-09 13F Mathes Company, Inc. 2.500 -37,42 0
2026-01-29 13F Sanctuary Advisors, LLC 55.142 -1,13 7.778 -0,17
2026-02-17 13F Blair William & Co/il 17.858 -15,07 2.519 -14,24
2026-04-16 13F Diversified Trust Co 3.897 -4,90 568 -1,90
2026-01-21 13F Flagship Harbor Advisors, Llc 650 92
2026-01-26 13F Dynamic Financial Group 2.657 -22,17 375 -21,43
2025-11-06 13F AlTi Global, Inc. 0 -100,00 0
2026-01-21 13F Elwood & Goetz Wealth Advisory Group, LLC 2.194 309
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2025-11-14 13F Two Sigma Securities, Llc 0 -100,00 0
2026-02-10 13F Ritter Daniher Financial Advisory LLC / DE 3.119 102,80 440 105,14
2026-04-06 13F WASHINGTON TRUST Co 3.671 -14,35 535 -11,42
2026-01-28 13F Salomon & Ludwin, LLC 40 0,00 6 0,00
2026-02-09 13F Kingsview Wealth Management, LLC 12.100 1,26 1.707 2,22
2026-04-15 13F Trust Point Inc. 10.982 27,73 1.601 32,01
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 1.412 206
2026-02-04 13F Biltmore Family Office, LLC 673 69,95 95 70,91
2026-02-12 13F Bank Of Montreal /can/ 90.307 6,55 12.738 7,60
2026-04-23 13F Northstar Asset Management Llc 4.953 0,00 722 3,30
2026-04-16 13F Farmers & Merchants Trust Co of Long Beach 6.518 0,00 950 3,26
2026-04-07 13F Blueline Advisors Llc 6 0,00 1
2026-02-13 13F Pathstone Holdings, LLC 30.382 38,19 4.285 39,58
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 178.501 3,82 26.015 7,27
2026-02-05 13F Pacific Sun Financial Corp 11.139 -2,11 1.571 -1,13
2026-02-17 13F/A North Capital, Inc. 0 -100,00 0 -100,00
2025-11-05 13F Moloney Securities Asset Management, LLC 1.780 -0,95 249 4,64
2026-01-27 13F Fortis Capital Advisors, LLC 6.713 -1,94 947 -1,05
2026-04-22 13F Pinnacle Bancorp, Inc. 4.195 0,00 611 3,38
2026-01-30 13F BancorpSouth Bank 7.553 -0,85 1.065 0,09
2026-02-09 13F New Age Alpha Advisors, LLC 9.599 -55,99 1.354 -55,58
2026-02-10 13F Natixis Advisors, L.p. 143.236 3,58 20 5,26
2026-01-13 13F Synergy Financial Management, LLC 1.590 -4,50 224 -3,45
2026-04-17 13F BCS Wealth Management 3.000 -50,00 437 -48,35
2026-01-22 13F Bartlett & Co. Wealth Management Llc 80.398 -0,86 11.340 0,12
2026-02-13 13F Venture Visionary Partners LLC 1.594 225
2026-02-13 13F Kayne Anderson Rudnick Investment Management Llc 8.214 3,42 1.158 4,42
2026-02-13 13F Flow Traders U.s. Llc 14.015 191,92 2
2026-04-07 13F Park Avenue Securities Llc 62.839 -11,27 9 0,00
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 65.325 -27,33 9.632 -26,73
2026-01-26 13F Valmark Advisers, Inc. 2.708 -41,00 382 -40,56
2026-01-20 13F Aspiriant, Llc 3.253 33,10 459 34,31
2026-02-12 13F Cloud Capital Management, LLC 0 -100,00 0
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 57 -1,72 8 0,00
2026-02-12 13F Front Row Advisors LLC 109 0,00 15 0,00
2026-02-13 13F Wittenberg Investment Management, Inc. 3.478 0,00 491 1,03
2026-02-13 13F Gen-Wealth Partners Inc 244 1,24 34 3,03
2026-02-02 13F Cornerstone Planning Group LLC 480 11,63 71 16,67
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 9.937 1.448
2026-02-17 13F Widmann Financial Services, Inc. 27.273 4,35 3.847 5,37
2026-01-21 13F Woodmont Investment Counsel Llc 3.201 0,00 452 0,89
2026-01-26 13F Whittier Trust Co Of Nevada Inc 17.685 -1,80 2.586 1,89
2026-01-26 13F Reyes Financial Architecture, Inc. 21 3
2026-04-08 13F Sax Wealth Advisors, Llc 3.845 -2,83 542 -2,87
2026-04-22 13F Foundation Wealth Management, LLC\PA 1.743 0,00 254 3,67
2026-02-17 13F Asset Management Group, Inc. 152.208 0,16 21.469 1,15
2026-02-10 13F Sequent Asset Management, LLC 15.536 0,00 2.191 1,01
2026-04-09 13F Secure Asset Management, LLC 11.562 -10,26 1.685 -7,26
2026-02-13 13F 10Elms LLP 37 0,00 5 0,00
2026-04-23 13F SMART Wealth LLC 3.018 1,38 440 4,77
2026-01-28 13F Chicago Partners Investment Group LLC 263.342 -0,75 38.967 5,27
2026-02-13 13F Baird Financial Group, Inc. 167.703 60,85 23.655 62,44
2026-02-13 13F Stifel Financial Corp 140.048 3,83 19.756 4,86
2025-11-10 13F Marshall & Sterling Wealth Advisors Inc. 0 -100,00 0 -100,00
2026-04-27 13F Td Private Client Wealth Llc 10.938 5,93 1.594 9,48
2026-04-22 13F Parcion Private Wealth LLC 3.589 0,00 523 3,36
2026-02-13 13F McAdam, LLC 46.266 -2,54 6.526 -1,58
2026-02-13 13F First National Bank Of Omaha 12.487 226,12 1.773 231,84
2026-01-21 13F Modera Wealth Management, LLC 47.926 -0,77 6.760 0,21
2026-01-27 13F Horst & Graben Wealth Management LLC 13.653 1,80 1.926 2,78
2026-04-07 13F Eastern Bank 1.719 -19,03 251 -16,39
2026-02-05 13F Bessemer Group Inc 15.530 3,03 2 0,00
2026-04-10 13F RTD Financial Advisors, Inc. 143.113 -0,96 20.857 2,34
2026-02-13 13F Cramer Rosenthal Mcglynn Llc 50.389 7.107
2026-02-17 13F Coastal Bridge Advisors, LLC 3.202 0,00 452 0,89
2026-01-22 13F Vicus Capital 0 -100,00 0
2026-01-16 13F Trust Co Of Vermont 1.114 -3,21 157 -1,87
2025-11-03 13F Townsquare Capital Llc 2.213 -1,25 309 4,39
2026-01-23 13F Rsm Us Wealth Management Llc 17.257 -1,04 2.457 0,90
2026-02-09 13F Cary Street Partners Financial Llc 6.540 11,38 922 12,44
2026-02-03 13F Gallacher Capital Management LLC 1.755 0,00 248 0,82
2026-04-17 13F Boston Private Wealth Llc 261.202 -0,54 38.068 2,76
2026-04-10 13F BostonPremier Wealth LLC 1.661 -0,36 242 2,98
2026-02-17 13F/A Kovack Advisors, Inc. 1.421 -89,61 200 -78,21
2025-11-14 13F D. E. Shaw & Co., Inc. 0 -100,00 0
2026-02-12 13F Colonial Trust Advisors 450 0,00 63 1,61
2026-01-28 13F Bedel Financial Consulting, Inc. 10.314 -0,20 1.455 0,76
2026-04-23 13F Interchange Capital Partners, LLC 0 -100,00 0
2026-02-17 13F Strive Financial Group ,LLC 535 75
2026-04-22 13F Caldwell Trust Co 17 0,00 2 0,00
2026-01-20 13F Sovran Advisors, LLC 2.331 -3,96 347 3,90
2026-04-07 13F CoreCap Advisors, LLC 778 -97,79 113 -97,72
2026-01-26 13F Asset Dedication, LLC 573 0,00 81 0,00
2025-10-28 13F Pinnacle Financial Partners Inc 66.362 5,94 9.269 11,97
2026-01-23 13F Peak Financial Management, Inc. 1.900 0,00 268 0,75
2026-02-12 13F Hollencrest Capital Management 399 0,00 56 1,82
2026-02-09 13F Firestone Capital Management 2.960 0,00 418 0,97
2026-04-17 13F Union Savings Bank 1.990 0,00 290 3,57
2026-01-29 13F TBH Global Asset Management, LLC 0 -100,00 0
2026-04-15 13F Verum Partners LLC 1.375 200
2026-02-13 13F Fiduciary Trust Co 2.176 8,64 307 9,68
2026-02-04 13F Strategic Family Wealth Counselors, L.L.C. 7.999 0,00 1.170 4,66
2026-04-20 13F BTC Capital Management, Inc. 2.619 -17,67 382 -14,96
2026-01-30 13F Wealthfront Advisers Llc 11.971 -3,47 1.689 -2,54
2026-02-06 13F EverSource Wealth Advisors, LLC 4.795 1,03 676 2,11
2026-02-09 13F HBK Sorce Advisory LLC 22.170 -1,15 3.371 8,15
2026-01-30 13F Bogart Wealth, LLC 239 0,00 34 0,00
2026-02-03 13F Lmcg Investments, Llc 1.448 -2,03 204 -0,97
2026-02-14 13F Rockefeller Capital Management L.P. 198.107 25,18 27.974 26,56
2026-04-20 13F Apella Capital, LLC 4.192 16,48 654 28,80
2026-02-10 13F SCS Capital Management LLC 1.483 -43,87 209 -43,36
2026-02-12 13F Earnest Partners Llc 206.866 176,81 29.178 179,56
2026-04-07 13F Anderson Hoagland & Co 3.100 0,00 452 3,20
2026-01-20 13F Maryland Capital Advisors Inc. 2.028 0,00 286 1,06
2025-11-04 13F Pineridge Advisors LLC 1.314 6,66 184 12,96
2026-04-17 13F Roxbury Financial LLC 177 0,00 26 4,17
2026-01-20 13F Stratos Wealth Advisors, LLC 2.496 -6,20 352 -5,12
2026-02-12 13F Eight 31 Financial Llc 4.261 3,83 601 4,89
2026-02-17 13F VestGen Advisors, LLC 30.415 9,92 4.290 11,00
2026-01-23 13F Avion Wealth 192 0,00 0
2026-04-27 13F Pensionmark Financial Group, Llc 6.067 -9,04 884 -5,96
2026-04-23 13F Financial Guidance Group, Inc. 9.616 -1,28 1.401 2,04
2026-04-24 13F National Asset Management, Inc. 5.916 -2,42 842 -1,64
2026-04-23 13F American National Bank 94 0,00 14 0,00
2026-02-06 13F Global Retirement Partners, LLC 32.597 70,75 4.598 72,43
2026-02-18 13F GWM Advisors LLC 77.028 26,47 10.865 27,72
2026-02-11 13F Truepoint, Inc. 7.986 1,49 1.126 2,46
2026-02-19 13F Jacobs Equity LLC 5.809 819
2026-01-30 13F Caldwell Securities, Inc 65 0,00 9 0,00
2026-02-06 13F Auxano Advisors, LLC 6.168 -2,06 870 -1,14
2026-01-07 13F BCGM Wealth Management, LLC 2.280 0,00 322 0,94
2026-02-03 13F LaFleur & Godfrey LLC 0 -100,00 0
2026-01-29 13F Ashton Thomas Private Wealth, LLC 34.856 -8,10 4.916 -7,19
2026-02-03 13F Crestwood Advisors Group LLC 2.104 0,00 297 1,02
2026-04-23 13F North Star Investment Management Corp. 494 0,00 72 2,90
2026-02-02 13F Pittenger & Anderson Inc 3.000 0,00 423 0,95
2026-04-15 13F Norden Group Llc 9.559 0,42 1.393 3,80
2026-01-26 13F AE Wealth Management LLC 377.481 2,87 53.244 3,88
2025-11-12 13F CIBC Bancorp USA Inc. 134.326 18.761
2026-04-14 13F Cohen Capital Management, Inc. 2.530 0,08 369 3,37
2025-11-10 13F Choate Investment Advisors 0 -100,00 0
2026-02-09 13F Hartland & Co., LLC 84.378 -0,54 11.902 0,45
2026-02-09 13F Hantz Financial Services, Inc. 69 109,09 0
2026-02-10 13F KERR FINANCIAL PLANNING Corp 51 0,00 8 0,00
2026-04-17 13F First Citizens Asset Management, Inc. 164.471 5,66 23.970 9,18
2026-02-10 13F Hazlett, Burt & Watson, Inc. 1.565 0,00 0
2026-04-07 13F City Center Advisors, LLC 4.864 2,08 709 5,36
2026-04-24 13F Berkeley, Inc 3.829 -5,71 558 -2,62
2026-04-20 13F First Bancorp, Inc /ME/ 3.010 0,00 439 3,30
2026-02-06 13F HighTower Advisors, LLC 218.545 1,32 30.826 2,32
2026-04-07 13F Cooper Financial Group 2.059 -36,78 300 -34,64
2026-02-12 13F Johnson Financial Group, Inc. 6.377 -3,60 899 -2,60
2026-01-23 13F Financial Connections Group, Inc. 517 0,00 0
2026-02-04 13F Bailard, Inc. 6.879 0,00 970 1,04
2026-04-22 13F Ticino Wealth 39.002 -9,52 6.711 10,38
2026-04-21 13F Laurel Oak Wealth Management, Llc 14.178 -4,78 2.066 -1,62
2026-01-26 13F Private Trust Co Na 9.281 14,21 1.309 15,43
2026-02-13 13F Nicolet Advisory Services, Llc 1.894 -30,14 278 -26,65
2026-04-21 13F One Wealth Advisors, LLC 0 -100,00 0
2026-04-15 13F Oak Asset Management, LLC 3.811 555
2026-02-10 13F Bridges Investment Management Inc 27.848 -9,40 3.928 -8,53
2026-01-16 13F Postrock Partners Llc 2.306 0,00 325 0,93
2026-02-06 13F Larson Financial Group LLC 43 -31,75 6 -25,00
2026-04-23 13F Cornerstone Wealth Management, LLC 7.377 -0,85 1.075 2,48
2026-01-07 13F Processus Wealth & Capital Management, LLC 45.957 2,82 6.482 3,84
2026-04-13 13F IFP Advisors, Inc 14.659 -32,97 2.136 -30,74
2026-02-17 13F Clark Capital Management Group, Inc. 2.285 39,84 322 41,23
2025-11-07 13F Beacon Capital Management, LLC 0 -100,00 0
2026-02-05 13F Blume Capital Management, Inc. 0 -100,00 0
2026-02-17 13F Cetera Investment Advisers 432.237 7,41 60.967 8,47
2026-02-13 13F Resources Investment Advisors, LLC. 2.210 15,89 312 16,92
2026-02-11 13F Ameritas Investment Partners, Inc. 385 54
2026-04-08 13F Asempa Wealth Advisors 8.289 -2,62 1.216 1,33
2026-02-09 13F Unified Investment Management 1.665 0,00 235 0,86
2026-04-21 13F Gilpin Wealth Management, Llc 1.700 0,00 248 3,35
2026-04-13 13F Gill Capital Partners, Llc 16 2
2026-01-29 13F Verdence Capital Advisors LLC 1.886 0,05 266 0,38
2026-04-21 13F FLP Wealth Management, LLC 15.886 11,51 568 10,29
2026-02-13 13F Saxon Interests, Inc. 7.633 -0,29 1.077 1,51
2026-04-27 13F Moran Wealth Management, LLC 2.393 20,86 349 24,73
2026-02-12 13F First Western Trust Bank 2.542 -6,37 359 -5,54
2026-02-17 13F Pinnacle Financial Partners, Inc. 75.850 10.701
2026-02-17 13F Qube Research & Technologies Ltd 2.293 323
2026-04-23 13F Drucker Wealth 3.0, LLC 3.344 -0,30 487 2,96
2026-02-17 13F Mpwm Advisory Solutions, Llc 0 -100,00 0
2026-04-09 13F Diversified Management Inc 5.600 94,78 816 101,48
2026-02-17 13F Ancora Advisors, LLC 2.528 0,00 357 0,85
2026-04-15 13F City Holding Co 27.004 1,33 3.936 4,71
2026-02-11 13F Madden Advisory Services, Inc. 1.508 0,00 213 0,95
2026-04-23 13F Chelsea Counsel Co 42 0,00 6 0,00
2026-01-21 13F Prime Capital Investment Advisors, LLC 4.169 5,46 588 6,52
2026-04-13 13F GoalVest Advisory LLC 652 -0,91 95 3,26
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 34 0,00 5 0,00
2026-04-17 13F Viewpoint Capital Management LLC 7.299 0,00 1.064 3,30
2026-02-05 13F Rahlfs Capital, Llc 1.850 0,00 261 0,78
2026-02-17 13F Ameriprise Financial Inc 1.108.454 0,53 156.423 1,55
2026-01-26 13F Luts & Greenleigh Group, Inc 8.866 1,58 1.251 2,54
2026-02-02 13F Principal Financial Group Inc 19.521 -33,15 2.753 -32,49
2026-01-27 13F Evergreen Capital Management Llc 100.985 3,11 14.244 4,12
2026-01-28 13F N.E.W. Advisory Services LLC 2.954 0,00 417 0,97
2026-02-11 13F CNB Bank 74 10
2026-04-20 13F Tranquility Partners, LLC 6.967 0,00 943 -4,07
2025-11-04 13F Guerra Advisors Inc 1.157 162
2026-04-17 13F Legacy Wealth Partners, LLC 2.708 10,26 395 13,87
2026-02-17 13F Regal Investment Advisors LLC 2.091 1,16 295 2,08
2026-01-27 13F Legacy Advisors, LLC 1.680 0,00 237 0,85
2026-02-19 13F CI Private Wealth, LLC 201.222 62,10 18.051 4,12
2026-04-16 13F Brookstone Capital Management 5.947 -2,51 867 0,70
2026-01-27 13F First Horizon Corp 87.120 9,22 12.288 10,31
2026-02-11 13F Lowe Brockenbrough & Co Inc 250 -91,91 35 -91,88
2026-04-20 13F Foster Victor Wealth Advisors, LLC 2.327 2,06 357 5,62
2026-04-21 13F Old National Bancorp /in/ 4.809 -6,33 701 -3,31
2026-02-13 13F Palisade Asset Management, LLC 0 -100,00 0
2026-02-13 13F Barclays Plc 0 -100,00 0
2026-02-11 13F Monetary Management Group Inc 5.350 0,00 755 0,94
2026-02-12 13F CIBC Private Wealth Group, LLC 163.760 22,07 23.098 23,27
2026-02-20 13F SB Capital Management Inc 7.411 1.045
2026-01-30 13F/A M&t Bank Corp 158.476 -5,40 22.353 -4,46
2026-02-05 13F Stonebridge Financial Planning Group, LLC 5.635 2,44 795 3,39
2026-04-27 13F Level Wealth Management LLC 2.448 357
2026-02-10 13F CIBC World Markets Inc. 1.512 -3,32 213 -2,29
2026-02-06 13F Intrust Bank Na 6.955 0,00 981 1,03
2026-02-13 13F Mml Investors Services, Llc 76.142 7,07 10.740 8,13
2026-02-12 13F Moneta Group Investment Advisors Llc 178.244 -0,63 25.141 0,35
2026-04-08 13F Lpwm Llc 226.691 -2,10 33.038 1,15
2026-01-23 13F Nbt Bank N A /ny 2.308 0,00 326 0,93
2026-01-27 13F Q3 Asset Management 20.145 3
2026-01-26 13F American Wealth Advisors, LLC 3.075 0,46 434 1,41
2026-04-22 13F Coastal Investment Advisors, Inc. 1.128 5,82 164 9,33
2026-04-16 13F Financial Management Network Inc 4.122 0,02 627 6,81
2026-02-13 13F SJA Financial Advisory, LLC 10.484 0,32 1.479 1,30
2026-04-08 13F Stephens Group Asset Management, Llc 713.481 0,16 103.983 3,49
2026-04-27 13F PFG Investments, LLC 3.384 -14,78 493 -11,96
2026-04-15 13F Monument Capital Management 45.930 6.694
2026-02-04 13F Independent Advisor Alliance 1.565 0,00 221 0,92
2026-04-17 13F Signal Advisors Wealth, LLC 5.063 -2,75 738 0,41
2026-02-02 13F McCarthy Grittinger Financial Group, LLC 88 0,00 12 0,00
2026-02-13 13F Becker Capital Management Inc 2.394 -4,47 338 -3,71
2025-11-14 13F Mount Yale Investment Advisors, LLC 0 -100,00 0 -100,00
2026-02-17 13F Twin Focus Capital Partners, Llc 68.362 -0,03 9.643 0,96
2026-02-03 13F LJI Wealth Management, LLC 2.649 -14,24 374 -13,46
2026-04-20 13F City State Bank 444 2,30 65 4,92
2026-02-05 13F Plante Moran Financial Advisors, LLC 1.840 0,00 260 1,17
2026-02-13 13F Brown Advisory Inc 23.320 2,26 3.289 3,27
2026-02-17 13F United Capital Financial Advisers, Llc 8.384 10,72 1.183 11,83
2026-02-12 13F Empower Advisory Group, LLC 1.811 12,14 255 13,33
2026-04-14 13F Focus Financial Network, Inc. 33.008 1,16 4.811 4,52
2026-01-08 13F Gryphon Financial Partners LLC 5.431 4,54 766 5,66
2026-01-09 13F Appleton Partners Inc/ma 2.956 -0,50 0
2026-02-11 13F Winnow Wealth Llc 0 -100,00 0
2026-04-16 13F Evolve Private Wealth, Llc 2.503 365
2026-02-17 13F Gladstone Institutional Advisory LLC 9.003 0,20 1.270 1,20
2026-04-17 13F Willner & Heller, Llc 4.052 0,07 591 3,33
2026-01-29 13F Concurrent Investment Advisors, LLC 5.344 57,13 754 58,53
2026-04-17 13F United Advisor Group, LLC 2.249 -15,04 328 -12,33
2026-04-08 13F Grove Bank & Trust 3.141 -1,75 458 1,56
2026-02-06 13F Evoke Wealth, Llc 5.970 -22,89 842 -22,11
2026-04-27 13F Truist Financial Corp 437.111 -0,55 63.705 2,76
2026-02-02 13F Blake Schutter Theil Wealth Advisors, LLC 4.615 1,90 651 2,85
2025-11-12 13F Bellwether Advisors, LLC 0 -100,00 0 -100,00
2026-02-12 13F Hrt Financial Lp 0 -100,00 0
2026-02-13 13F Evelyn Partners Asset Management Ltd 483 0,00 68 1,49
2026-02-13 13F Bragg Financial Advisors, Inc 4.314 0,00 608 1,00
2026-02-13 13F Aptus Capital Advisors, LLC 12.021 -4,87 1.696 -3,91
2026-01-28 13F Dentgroup LLC 7.834 -1,47 1.105 -0,54
2026-01-26 13F Whittier Trust Co 18.976 14,44 2.775 18,79
2026-02-10 13F Goldman Sachs Group Inc 117.045 -6,16 16.509 -5,23
2026-02-03 13F International Assets Investment Management, Llc 1.676 236
2026-01-23 13F Westside Investment Management, Inc. 200 0,00 29 3,70
2026-02-12 13F Providence Capital Advisors, LLC 2.281 0,00 322 0,94
2026-04-23 13F Summit Wealth Group Llc / Co 50.732 196,04 7.418 206,87
2026-04-27 13F Portland Financial Advisors Inc 0 -100,00 0
2025-12-09 13F/A Tudor Investment Corp Et Al 0 -100,00 0 -100,00
2026-04-14 13F Clean Yield Group 0 -100,00 0
2026-02-14 13F Berkshire Asset Management Llc/pa 3.228 -0,28 455 0,66
2026-02-04 13F Atlantic Union Bankshares Corp 4.681 -12,88 660 -12,00
2026-02-13 13F Heritage Wealth Advisors 539.682 2,89 76.122 3,91
2026-04-27 13F Tsfg, Llc 861 -45,88 0
2025-11-13 13F Glenmede Investment Management, LP 29.213 -3,77 4.080 1,72
2026-04-17 13F Bell Investment Advisors, Inc 6 0,00 1
2026-04-17 13F Richards, Merrill & Peterson, Inc. 379 0,00 55 3,77
2026-04-08 13F Holos Integrated Wealth LLC 767 0,00 114 3,67
2026-04-10 13F Abound Wealth Management 102 0,00 15 0,00
2026-01-15 13F Hara Capital LLC 148 0,00 21 0,00
2026-02-23 13F Monetary Solutions, Ltd 150 21
2026-04-14 13F Patriot Investment Management Inc. 2.416 0,00 352 3,53
2026-02-13 13F Commerce Bank 1.984.765 -1,75 279.951 -0,78
2026-02-12 13F Jane Street Group, Llc 0 -100,00 0
2026-04-20 13F LifeWealth Investments, LLC 76.894 15,53 11.206 19,38
2026-04-22 13F Apollon Wealth Management, LLC 4.544 -45,64 662 -43,85
2026-01-28 13F CAPROCK Group, Inc. 2.335 0,00 329 1,86
2026-04-15 13F DAVENPORT & Co LLC 6.489 0,67 946 3,96
2026-02-12 13F Betterment LLC 1.550.556 -2,77 219 -1,80
2026-04-24 13F My Purposeful Wealth Corp. 4.838 -1,16 705 2,17
2026-01-21 13F Indiana Trust & Investment Management CO 80 -77,14 11 -77,08
2026-04-17 13F Fifth Third Wealth Advisors LLC 5.939 28,55 866 32,87
2026-04-20 13F YANKCOM Partnership 1 -93,75 0 -100,00
2026-04-16 13F Telos Capital Management, Inc. 18.489 3,33 2.695 6,78
2026-02-10 13F Koss-Olinger Consulting, LLC 7.967 -3,50 1.124 3,02
2026-04-15 13F Snider Financial Group 1.516 -21,12 221 -18,82
2026-04-16 13F Capital Investment Advisors, LLC 2.957 -0,81 431 2,38
2026-04-20 13F Corundum Group, Inc. 68.811 1,36 10.029 4,73
2026-04-23 13F SJS Investment Consulting Inc. 4 1
2026-04-08 13F Legacy Wealth Asset Management, LLC 0 -100,00 0
2026-04-17 13F Atlas Brown,Inc. 20.243 -2,04 2.950 1,24
2026-02-12 13F RPg Family Wealth Advisory, LLC 11.269 -0,22 1.589 0,76
2026-01-27 13F Elevated Capital Advisors, LLC 97 14
2026-02-11 13F CoreFirst Bank & Trust 865 0,00 122 1,67
2026-04-14 13F R.H. Investment Group, LLC 2.688 408
2026-02-17 13F Parvin Asset Management, LLC 691 97
2026-02-11 13F Manchester Capital Management LLC 4.275 603
2026-04-13 13F St Germain D J Co Inc 1.124 -2,18 164 0,62
2026-02-13 13F Pingora Partners LLC 75 0,00 11 0,00
2026-01-16 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2.697 0,00 380 1,06
2025-11-12 13F Headlands Technologies LLC 0 -100,00 0
2026-04-10 13F Field & Main Bank 134 0,00 20 5,56
2026-02-13 13F Centaurus Financial, Inc. 1.250 0,00 0
2026-04-10 13F Perigon Wealth Management, LLC 2.759 -15,65 402 -12,80
2026-02-13 13F Change Path, LLC 3.151 23,76 444 25,07
2026-02-12 13F Sfam, Llc 89 13
2026-02-05 13F Allworth Financial LP 116.762 2.432,25 16.469 2.457,30
2026-04-21 13F Northern Lights Advisors, Inc. 4.085 0,00 595 3,30
2026-04-09 13F Park Place Capital Corp 0 -100,00 0
2026-04-20 13F Parkway Wealth Management Group, LLC 165.570 -0,91 25.198 6,91
2026-02-20 13F Sunbelt Securities, Inc. 512 0,39 72 1,41
2026-02-12 13F Bradley Foster & Sargent Inc/ct 9.276 -0,78 1.308 0,23
2026-04-07 13F Five Oceans Advisors 7.166 0,00 1.044 3,37
2026-04-16 13F Phillips Financial Management, Llc 48 -98,92 7 -99,04
2026-01-27 13F Busey Wealth Management 4.184 0,00 590 1,03
2026-04-09 13F Noble Family Wealth, LLC 16.825 -0,77 2.452 2,55
2026-02-10 13F Elm Partners Management LLC 1.946 0,00 275 1,11
2026-02-13 13F Icon Wealth Advisors, LLC 3.166 0,06 447 1,13
2026-02-17 13F Green Harvest Asset Management LLC 5.611 4,12 791 5,19
2026-04-20 13F Ritholtz Wealth Management 2.072 302
2026-02-10 13F Guidance Point Advisors, LLC 3.589 0,48 506 1,40
2026-02-13 13F LGT Financial Advisors LLC 0 -100,00 0
2025-11-17 13F FSA Wealth Management LLC 110.693 0,04 15.461 5,75
2026-02-12 13F Aldebaran Capital, Llc 40.177 2,22 5.667 3,22
2026-04-13 13F Enclave Advisors LLC 3.931 4,52 573 7,92
2026-02-11 13F Private Management Group Inc 7.402 0,46 1.044 1,46
2026-04-27 13F Albion Financial Group /ut 162 0,00 24 4,55
2026-04-21 13F First United Bank Trust/ 2.981 -3,71 434 -0,46
2026-02-03 13F Ponta Wealth Partners, LLC 9.650 1.361
2026-02-12 13F Brinker Capital Investments, LLC 40.119 39,75 5.659 41,13
2026-02-13 13F Glen Eagle Advisors, LLC 264 0,00 37 2,78
2026-04-13 13F Highland Capital Management, Llc 3.671 0,00 535 3,48
2026-02-10 13F Madison Wealth Partners, Inc 1.834 1,95 259 2,79
2026-02-12 13F Great Valley Advisor Group, Inc. 21.475 -3,43 3.029 -2,48
2026-02-17 13F Hancock Whitney Corp 3.092 -12,33 436 -11,38
2026-04-13 13F Cyndeo Wealth Partners, LLC 1.405 -51,33 205 -49,88
2026-02-17 13F SageView Advisory Group, LLC 10.330 -0,65 1.457 0,28
2026-02-17 13F Matrix Private Capital Group Llc 946 5,58 133 6,40
2026-02-12 13F Burke & Herbert Bank & Trust Co 0 -100,00 0
2026-04-22 13F Spire Wealth Management 4.861 0,73 708 4,12
2026-01-29 13F MWA Asset Management 11.023 -1,36 1.555 -0,38
2026-02-04 13F Wedgewood Investors Inc /pa/ 5.849 -19,79 825 -18,96
2026-02-10 13F Bank of New York Mellon Corp 66.224 4,89 9.341 5,93
2026-04-21 13F Mesirow Financial Investment Management, Inc. 10.990 149,77 1.602 158,23
2026-04-09 13F Taddei, Ludwig & Associates, Inc. 75.215 0,55 10.962 3,89
2026-02-11 13F Advocacy Wealth Management Services, LLC 3.675 0,00 518 0,97
2026-02-17 13F Signature Equity Partners, LLC 229 32
2026-04-24 13F Bayban 1.966 0,00 287 3,25
2026-03-06 13F Hsbc Holdings Plc 107.949 15.226
2026-04-21 13F Nemes Rush Group LLC 30 0,00 4 0,00
2026-04-15 13F Register Financial Advisors LLC 254 0,00 37 5,71
2026-02-11 13F Hughes Financial Services, LLC 247 0,00 35 0,00
2026-04-13 13F Chesley Taft & Associates LLC 1.661 0,00 242 3,42
2026-04-21 13F Pinnacle Associates Ltd 2.984 0,00 435 3,33
2026-02-17 13F City National Bank Of Florida /msd 2.500 0,00 353 0,86
2026-02-06 13F New Millennium Group LLC 27 0,00 4 0,00
2026-04-24 13F Stock Yards Bank & Trust Co 21.568 6,49 3.143 10,05
2026-04-27 13F Meramec Financial Planners, LLC 2.501 -31,63 392 -29,68
2026-02-10 13F Allen Investment Management LLC 3.231 0,00 456 0,89
2026-04-08 13F Evanson Asset Management, LLC 3.700 0,03 539 3,45
2026-04-23 13F Global Trust Asset Management, LLC 220 -10,20 32 -5,88
2026-02-11 13F Liberty Square Wealth Partners Llc 2.662 0,00 375 1,08
2026-02-11 13F Brandywine Global Investment Management, LLC 247 -49,49 35 -50,00
2025-11-04 13F Flaharty Asset Management, LLC 0 -100,00 0 -100,00
2026-04-14 13F Nova Wealth Management, Inc. 252 0,00 37 2,86
2026-04-14 13F Builder Investment Group Inc /adv 2.540 0,00 370 3,35
2025-11-14 13F Guardian Wealth Advisors, Llc / Nc 0 -100,00 0
2026-02-04 13F Community Bank, N.A. 32.422 -2,19 4.573 -1,21
2026-02-13 13F Mill Creek Capital Advisors, LLC 52.609 -7,68 7.420 -6,76
2026-04-15 13F Planning Directions Inc 2.712 6,60 395 10,34
2026-04-08 13F TOWER TRUST & INVESTMENT Co 190 0,00 28 3,85
2026-02-11 13F Franklin Resources Inc 6.730 -10,39 949 -9,45
2026-04-22 13F Coston, McIsaac & Partners 1.623 0,00 0
2026-04-24 13F KC Investment Advisors, LLC 3.720 38,24 542 43,01
2026-04-16 13F Capital Advisors, Ltd. LLC 100 0,00 0
2026-02-17 13F Wellington Management Group Llp 58.876 8.304
2026-01-23 13F Howard Capital Management Inc. 2.027 286
2026-02-10 13F Operose Advisors LLC 465 0,00 66 1,56
2026-01-30 13F Stegner Investment Associates Inc. 4.106 -9,74 579 -8,82
2026-02-27 13F Compass Financial Services Inc 39 0,00 6 0,00
2026-02-05 13F SkyOak Wealth, LLC 1.969 -1,89 278 -1,07
2026-04-24 13F Vertrix Wealth Management, LLC 12.112 1.765
2026-02-17 13F Wiley Bros.-aintree Capital, Llc 79.157 72,34 11.204 73,54
2026-02-17 13F IHT Wealth Management, LLC 6.005 1,08 847 2,17
2026-02-04 13F MONECO Advisors, LLC 1.914 -1,19 270 0,00
2026-02-04 13F Valeo Financial Advisors, LLC 4.643 31,53 655 32,66
2026-04-16 13F XML Financial, LLC 67.792 0,19 9.880 3,53
2026-01-26 13F Thomasville National Bank 5.988 0,00 845 0,96
2026-04-07 13F Fragasso Group Inc. 1.902 282
2026-04-23 13F Simmons Bank 3.698 0,00 539 3,26
2026-02-18 13F Beacon Pointe Advisors, LLC 13.960 12,31 1.969 13,42
2026-02-12 13F Fuller & Thaler Asset Management, Inc. 104.992 568,70 14.809 575,28
2026-01-29 13F Vanguard Group Inc 17.735 -0,06 2.502 0,93
2026-01-30 13F Kiker Wealth Management, LLC 0 -100,00 0
2026-02-10 13F Linscomb & Williams, Inc. 6.171 0,00 870 1,05
2026-04-24 13F Bellevue Asset Management, Llc 200 0,00 29 3,57
2026-04-10 13F Lwm Advisors Inc 32.723 -4,19 4.769 -1,02
2026-02-10 13F Theory Financial Llc 2.293 0,00 340 6,27
2026-04-16 13F Rockland Trust Co 4.734 3,18 690 6,49
2026-04-20 13F Dagco, Inc. 2.866 0,00 418 3,22
2026-02-13 13F Prudential Financial Inc 4.770 32,50 679 35,26
2026-04-15 13F Trust Co Of Toledo Na /oh/ 251 0,00 37 2,86
2026-01-26 13F Riverview Trust Co 520 0,00 73 1,39
2026-02-05 13F Cambridge Investment Research Advisors, Inc. 44.596 9,71 6 20,00
2026-01-30 13F American Capital Advisory, LLC 220 0,00 31 3,33
2026-02-17 13F RMB Capital Management, LLC 9.033 5,64 1.274 6,70
2026-02-12 13F Rossby Financial, LCC 627 0,00 88 1,15
2025-11-17 13F Kestra Investment Management, LLC 0 -100,00 0 -100,00
2026-01-27 13F BankPlus Trust Department 557 1.292,50 79 1.460,00
2026-02-13 13F Ieq Capital, Llc 3.764 -10,78 531 -10,02
2026-02-19 13F Atomi Financial Group, Inc. 2.035 287
2026-02-13 13F Strategies Wealth Advisors, LLC 2.420 0,00 341 0,89
2026-01-21 13F Capital Investment Advisory Services, LLC 659 0,00 93 0,00
2026-02-11 13F Cornerstone Financial Group, LLC /NE/ 4.284 0,19 604 1,17
2026-04-08 13F Miracle Mile Advisors, LLC 3.372 -0,82 491 2,51
2026-02-13 13F Aft, Forsyth & Company, Inc. 1.788 -0,39 252 0,80
2026-02-17 13F Advisory Services Network, LLC 17.770 3,88 2.506 4,90
2026-04-10 13F Prosperity Planning, Inc. 6.102 -0,18 889 3,13
2026-04-06 13F Private Client Services, Llc 2.630 -10,54 383 -7,49
2026-04-14 13F SNS Financial Group, LLC 1.808 0,00 263 3,14
2026-01-22 13F Richardson Financial Services Inc. 1.018 0,00 144 0,70
2026-02-02 13F Breakwater Investment Management 55 0,00 8 0,00
2026-04-15 13F LongView Wealth Management 3.518 13,05 541 18,16
2026-04-17 13F Provident Wealth Management, LLC 596 0,00 87 2,38
2026-04-07 13F Farmers Trust Co 1.485 0,00 216 3,35
2026-04-24 13F Fulton Bank, N.a. 2.839 0,00 414 3,25
2026-02-17 13F Windsor Advisory Group, LLC 270 0,00 38 2,70
2026-02-09 13F Eukles Asset Management 18.768 -1,24 2.647 -0,26
2026-04-24 13F Oakworth Capital, Inc. 1.283 0,00 187 3,33
2026-02-05 13F Accredited Investors Inc. 49.704 -18,02 7.011 -17,21
2026-04-07 13F Holland Advisory Services, Inc. 2.797 0,21 408 3,56
2026-04-21 13F GHP Investment Advisors, Inc. 1.797 0,00 262 3,16
2026-01-20 13F SOA Wealth Advisors, LLC. 0 -100,00 0
2026-01-26 13F Pacific Life Fund Advisors LLC 706.873 14,00 99.704 15,12
2026-04-22 13F Harbor Asset Planning, Inc. 692 0,44 101 3,09
2026-02-04 13F One Day In July LLC 5.095 -0,78 719 0,14
2026-02-09 13F Glenview Trust Co 7.780 0,00 1.097 1,01
2026-02-04 13F Wsfs Capital Management, Llc 5.673 51,85 800 53,55
2026-02-14 13F Pointe Capital Management LLC 14.327 10,76 2.021 11,85
2026-02-11 13F Rise Advisors, LLC 0 -100,00 0
2026-02-13 13F Sofos Investments, Inc. 170 0,00 24 0,00
2026-01-12 13F Heartwood Wealth Advisors LLC 0 -100,00 0
2025-10-30 13F Ridgewood Investments LLC 0 -100,00 0
2025-11-03 13F Stonegate Investment Group, LLC 13.894 9,64 1.941 15,89
2026-04-06 13F GAMMA Investing LLC 1.002 -27,81 146 -25,13
2026-02-12 13F Renaissance Technologies Llc 0 -100,00 0
2026-02-09 13F Keating Financial Advisory Services, Inc. 2.132 301
2026-02-18 13F Vermillion & White Wealth Management Group, LLC 77 -18,09 11 -23,08
2026-04-16 13F Vaughan Nelson Investment Management, L.p. 2.050 15,17 299 18,73
2026-02-04 13F Financial Alternatives, Inc 3.662 0,00 517 0,98
2025-11-12 13F Gamco Investors, Inc. Et Al 0 -100,00 0
2026-04-07 13F Orgel Wealth Management, LLC 1.675 244
2026-02-13 13F Golden State Wealth Management, LLC 571 -8,49 81 -8,05
2026-02-05 13F Stephens Inc /ar/ 840.698 -0,36 118.594 0,64
2026-02-03 13F We Are One Seven, LLC 3.020 17,01 426 18,06
2026-02-04 13F Midwest Trust Co 35.917 13,68 5.066 14,80
2026-04-10 13F Ballew Advisors, Inc 5.210 -2,71 793 0,51
2026-04-13 13F Affinity Capital Advisors, LLC 10.358 -6,44 1.510 -3,33
2026-02-11 13F Vermillion Wealth Management, Inc. 0 -100,00 0 -100,00
2026-01-27 13F Foundation Wealth Management, LLC 1.659 -0,12 234 1,30
2026-04-17 13F CENTRAL TRUST Co 4.183 -6,90 610 -3,79
2026-02-02 13F FSA Advisors, Inc. 0 -100,00 0 -100,00
2026-02-12 13F Wealthspire Advisors, LLC 19.141 -49,42 2.700 -48,93
2026-02-10 13F Investment Partners, Ltd. 38.562 0,64 5.439 1,64
2026-02-13 13F Monograph Wealth Advisors, Llc 1.745 246
2026-01-27 13F Duncker Streett & Co Inc 961 0,00 136 0,75
2026-01-26 13F Covenant Partners, LLC 191 -99,88 27 -99,88
2026-04-09 13F Whitaker-Myers Wealth Managers, LTD. 40.670 4,31 5.927 7,78
2026-01-26 13F Cwm, Llc 73.355 7,23 10 11,11
2026-02-09 13F LifePlan Investment Advisors, Inc. 2.169 35,82 306 36,77
2026-04-23 13F Fairman Group, LLC 344 0,29 50 4,17
2026-01-23 13F Split Rock Private Trading & Wealth Management, LLC 1.531 216
2026-02-17 13F Jones Financial Companies Lllp 9.708.345 -3,38 1.369.362 -1,87
2026-02-24 13F MidFirst Bank 65.392 9.224
2026-02-10 13F Bnp Paribas Arbitrage, Sa 46.742 -0,21 6.593 0,76
2026-04-02 13F Hilltop National Bank 0 -100,00 0
2026-04-16 13F Friday Financial 6.852 2,62 999 6,06
2026-02-03 13F Ballast, Inc. 2.487 0,00 351 0,86
2025-11-12 13F Transce3nd, LLC 0 -100,00 0
2026-02-12 13F Colonial Trust Co / SC 3.402 -0,38 480 0,63
2026-02-17 13F Silvercrest Asset Management Group Llc 3.776 -1,31 533 -0,37
2026-02-12 13F Adviser Investments LLC 23.032 0,00 3.249 1,00
2026-02-11 13F Capital Analysts, Inc. 4.638 -34,35 1
2026-02-10 13F Riverpoint Wealth Management Holdings, LLC 2.035 0,00 287 1,06
2026-02-13 13F Boston Partners 27.682 537,25 3.932 547,78
2026-02-11 13F Gateway Wealth Partners, LLC 3.056 1,16 431 2,38
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