IWY - iShares Trust - iShares Russell Top 200 Growth ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (ARCA)

iShares Trust - iShares Russell Top 200 Growth ETF
US ˙ ARCA ˙ US4642894384

Grundlæggende statistik
Institutionelle ejere 653 total, 650 long only, 0 short only, 3 long/short - change of 2,99% MRQ
Gennemsnitlig porteføljeallokering 0.8592 % - change of 4,83% MRQ
Institutionelle aktier (lange) 46.390.541 (ex 13D/G) - change of -0,87MM shares -1,85% MRQ
Institutionel værdi (lang) $ 11.629.821 USD ($1000)
Institutionelt ejerskab og aktionærer

iShares Trust - iShares Russell Top 200 Growth ETF (US:IWY) har 653 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 46,390,541 aktier. Største aktionærer omfatter Tiaa Trust, National Association, Envestnet Portfolio Solutions, Inc., First Citizens Bank & Trust Co, Ameriprise Financial Inc, LPL Financial LLC, Bank Of America Corp /de/, Mariner, LLC, Morgan Stanley, Commonwealth Equity Services, Llc, and Wells Fargo & Company/mn .

iShares Trust - iShares Russell Top 200 Growth ETF (ARCA:IWY) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.

The share price as of March 12, 2026 is 259,02 / share. Previously, on March 13, 2025, the share price was 210,19 / share. This represents an increase of 23,23% over that period.

IWY / iShares Trust - iShares Russell Top 200 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

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.

IWY / iShares Trust - iShares Russell Top 200 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.

Opgrader for at låse premium-data op og eksportere til Excel .

Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2026-01-27 13F First Horizon Corp 0 -100,00 0
2026-02-12 13F Proficio Capital Partners LLC 118.686 32.869
2026-01-26 13F SMART Wealth LLC 5.110 4,24 1.415 5,52
2026-01-13 13F CoreCap Advisors, LLC 1.660 43,35 460 45,25
2026-02-10 13F Novak & Powell Financial Services, Inc. 1.380 -1,43 382 -0,26
2026-01-21 13F Flagship Harbor Advisors, Llc 2.232 -1,50 618 -0,32
2026-02-03 13F Ballast Advisors Llc 2.969 0,00 822 1,23
2026-01-13 13F Olistico Wealth, LLC 34 9
2026-01-30 13F Strategic Blueprint, LLC 1.503 416
2026-02-10 13F Providence Financial Advisors, LLC 24.668 -3,59 6.832 -2,43
2026-02-04 13F Empire Life Investments Inc. 23.920 10,13 6.624 11,46
2026-02-12 13F Planning Project LLC 340 94
2025-11-07 13F Synovus Financial Corp 7.949 2,74 2.175 14,05
2025-10-16 13F Kingstone Capital Partners Texas, LLC 0 -100,00 0 -100,00
2026-02-17 13F Matters Capital Llc 31.682 8.774
2026-02-11 13F Deutsche Bank Ag\ 5.358 -5,08 1.484 -3,95
2026-01-14 13F Waldron Private Wealth LLC 22.161 3,07 6.137 4,32
2026-02-17 13F Ameriflex Group, Inc. 1.257 -49,80 348 -49,20
2026-02-12 13F Voya Investment Management Llc 52.019 42,10 14.406 43,82
2026-02-13 13F Arkadios Wealth Advisors 76.311 1.262,94 21.133 1.279,44
2026-01-09 13F Post Resch Tallon Group Inc. 8.353 0,14 2.313 1,36
2026-02-06 13F Csenge Advisory Group 0 -100,00 0
2026-02-13 13F Johnson Investment Counsel Inc 8.558 13,37 2.370 14,77
2026-01-30 13F Sigma Planning Corp 3.474 -7,61 962 -6,42
2026-01-28 13F N.E.W. Advisory Services LLC 2.722 0,07 754 1,21
2026-02-10 13F Avestar Capital, LLC 979 0,00 271 1,50
2026-02-12 13F Brueske Advisory Services, LLC 0 -100,00 0
2025-11-12 13F Transce3nd, LLC 0 -100,00 0
2026-01-14 13F Nova Wealth Management, Inc. 18.440 -1,65 5.107 -0,47
2026-02-02 13F Benjamin Edwards Inc 4.282 -6,34 1.189 -5,18
2026-01-21 13F Bluesphere Advisors, LLC 41.418 -3,27 11.470 -2,11
2026-02-10 13F Cherry Tree Wealth Management, LLC 415 0,00 115 0,88
2026-02-12 13F Steward Partners Investment Advisory, Llc 9.159 -3,28 2.536 -2,12
2026-02-13 13F Focused Alpha, Llc 2.143 594
2026-01-06 13F Ransom Advisory, Ltd 54 15
2026-01-23 13F Valley National Advisers Inc 6 -57,14 0
2026-02-13 13F Morgan Stanley 1.322.246 1,20 366.183 2,42
2026-02-17 13F Quantinno Capital Management LP 2.967 25,08 822 26,50
2026-02-17 13F Blair William & Co/il 11.826 -16,71 3.275 -15,70
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-02-04 13F Money Concepts Capital Corp 8.980 -14,70 2.487 -13,71
2026-02-18 13F Garton & Associates Financial Advisors LLC 1.695 470
2026-02-10 13F Marshall & Sterling Wealth Advisors Inc. 103 -73,72 28 -73,58
2026-02-06 13F BOK Financial Private Wealth, Inc. 195 -61,61 54 -61,15
2026-01-23 13F Carnegie Capital Asset Management, LLC 1.240 0,00 343 1,18
2026-02-12 13F Concorde Asset Management, LLC 24.414 3,25 6.761 3,82
2026-01-14 13F Centennial Wealth Advisory LLC 0 -100,00 0 -100,00
2026-02-11 13F Parallel Advisors, LLC 1.297 35,10 359 37,02
2026-01-21 13F Woodmont Investment Counsel Llc 1.841 0,00 510 1,19
2026-02-10 13F Thoroughbred Financial Services, Llc 60.690 -0,17 17 0,00
2026-02-12 13F Mason Investment Advisory Services, Inc. 828 0,00 229 1,33
2026-02-09 13F Fisher Asset Management, LLC 3.157 13,60 874 15,00
2026-02-02 13F B.O.S.S. Retirement Advisors, LLC 13.109 -64,64 3.630 -64,22
2026-02-18 13F First Citizens Bank & Trust Co 4.550.074 -0,59 260.097 2,98
2025-11-13 13F Systelligence, LLC 0 -100,00 0 -100,00
2026-02-12 13F Hrt Financial Lp 1.205 -45,38 0
2026-01-27 13F Benchmark Financial, LLC 12.010 3.326
2026-01-16 13F Aspire Capital Advisors LLC 117.114 0,14 32.434 1,34
2026-01-15 13F OxenFree Capital LLC 13.489 18,10 3.736 17,82
2026-02-05 13F Thrivent Financial For Lutherans 79.784 -0,94 22 0,00
2026-01-20 13F SOA Wealth Advisors, LLC. 250.269 -0,54 69.310 0,66
2026-01-21 13F Stock Yards Bank & Trust Co 1.114 0,00 309 1,32
2026-01-20 13F Sugar Maple Asset Management, LLC 4.433 -24,60 1.228 -23,69
2026-02-06 13F Envestnet Portfolio Solutions, Inc. 4.754.627 -0,82 1.316.747 0,38
2026-02-10 13F Essex Financial Services, Inc. 3.019 0,03 836 1,21
2026-01-26 13F Key Capital Management, INC 27.079 7.499
2026-02-12 13F Bank Of Montreal /can/ 2.116 2,07 586 3,35
2026-02-13 13F TRUE Private Wealth Advisors 1.422 0,14 394 1,29
2026-01-12 13F Tilia Fiduciary Partners, Inc. 767 2,40 212 3,92
2026-02-04 13F JSF Financial, LLC 69.692 -4,06 19.301 -2,91
2025-10-14 13F Goelzer Investment Management, Inc. 0 -100,00 0 -100,00
2026-02-06 13F Kingdom Financial Group LLC. 154.568 147,89 42.806 150,87
2026-02-05 13F Park Square Financial Group, LLC 201 154,43 47 123,81
2026-01-07 13F Cyndeo Wealth Partners, LLC 17.399 -15,16 4.818 -14,13
2026-01-14 13F Eastern Bank 426 -40,50 118 -40,00
2026-01-29 13F Quest 10 Wealth Builders, Inc. 12.683 4,29 3.512 5,56
2026-02-03 13F Sequoia Financial Advisors, LLC 5.420 2,59 1.501 3,88
2026-02-13 13F Ubs Asset Management Americas Inc 2.387 661
2026-02-12 13F Federation des caisses Desjardins du Quebec 433 0,00 120 0,85
2026-02-06 13F Pnc Financial Services Group, Inc. 13.931 -2,00 3.858 -0,85
2025-11-14 13F Two Sigma Securities, Llc 0 -100,00 0 -100,00
2026-01-14 13F Verum Partners LLC 1.497 0,13 415 1,22
2026-02-02 13F Mutual Advisors, LLC 9.204 4,28 2.549 4,55
2026-02-10 13F Envestnet Asset Management Inc 403.944 -69,56 111.868 -69,20
2026-01-27 13F Regions Financial Corp 2.698 7,40 747 8,73
2026-02-09 13F Rooted Wealth Advisors, Inc. 1.381 -3,36 366 -6,63
2026-01-12 13F Byrne Asset Management LLC 20 0,00 6 0,00
2026-02-03 13F Bokf, Na 216 0,00 60 0,00
2026-01-28 13F Salomon & Ludwin, LLC 74 0,00 20 0,00
2026-02-13 13F Ausdal Financial Partners, Inc. 0 -100,00 0
2026-02-26 13F Anchor Investment Management, LLC 95 -33,10 26 -31,58
2026-01-22 13F Glass Jacobson Investment Advisors llc 4 0,00 1 0,00
2026-02-03 13F Farmers & Merchants Investments Inc 100 0,00 28 0,00
2026-02-13 13F Kayne Anderson Rudnick Investment Management Llc 1.200 0,00 332 1,22
2026-02-17 13F Russell Investments Group, Ltd. 1.586 34,52 439 36,34
2026-02-09 13F Strategic Financial Concepts, LLC 4.558 107,09 1.262 109,63
2026-02-10 13F REAP Financial Group, LLC 2.697 -3,99 747 -2,86
2026-02-14 13F Rockefeller Capital Management L.P. 26.734 100,16 7.407 102,71
2026-01-28 13F Kingswood Wealth Advisors, Llc 919 11,66 255 12,89
2026-02-17 13F Captrust Financial Advisors 6.312 -75,08 1.748 -74,78
2026-02-17 13F Warren Averett Asset Management, LLC 111.746 -0,70 30.947 0,49
2026-01-13 13F Synergy Financial Management, LLC 2.281 -7,50 632 -6,38
2026-01-22 13F Bartlett & Co. Wealth Management Llc 13 0,00 4 0,00
2026-02-13 13F Stifel Financial Corp 26.845 -0,82 7.435 0,36
2025-12-05 13F Vestwell Advisors, LLC 51
2026-02-02 13F Dudley Capital Management, Llc 1.130 2,73 313 4,33
2026-01-30 13F Cosner Financial Group, LLC 51.234 0,96 14.189 1.104,41
2026-02-13 13F Visionary Wealth Advisors 13.201 -1,65 3.656 -0,49
2026-01-12 13F Certified Advisory Corp 60.455 1,13 16.742 2,34
2025-12-01 13F CMC Financial Group 0 -100,00 0 -100,00
2026-01-27 13F Fortis Capital Advisors, LLC 13.231 -4,40 3.664 -3,25
2026-02-17 13F Coppell Advisory Solutions LLC 6.734 1,49 1.878 4,10
2026-01-20 13F Signaturefd, Llc 0 -100,00 0
2026-01-27 13F Berger Financial Group, Inc 21.219 -2,30 5.876 -1,13
2026-02-09 13F Kingsview Wealth Management, LLC 17.947 5,35 4.970 6,63
2026-01-29 13F Coquina Private Wealth LLC 924 256
2026-01-07 13F CWA Asset Management Group, LLC 753 0,00 209 0,97
2026-02-12 13F Summit Financial, LLC 16.568 -5,34 4.588 -4,20
2026-02-13 13F Wealth Alliance 951 -0,31 264 0,77
2026-02-02 13F Cornerstone Planning Group LLC 6.982 -4,85 1.931 -7,21
2026-01-15 13F apricus wealth, LLC 0 -100,00 0
2026-01-20 13F Red Door Wealth Management, LLC 819 0,24 227 1,35
2026-02-06 13F Seros Financial, LLC 41.706 18,27 11.550 19,69
2026-02-04 13F Birchbrook, Inc. 158 0,00 44 0,00
2026-02-03 13F NewEdge Wealth, LLC 4.944 0,14 1.369 -1,37
2026-02-09 13F Smithfield Trust Co 535 0,00 0
2026-02-05 13F Pacific Sun Financial Corp 937 -0,53 259 0,78
2026-02-13 13F Kestra Advisory Services, LLC 0 -100,00 0
2026-01-07 13F Wisconsin Wealth Advisors, LLC 756 0,00 209 1,46
2026-02-02 13F Truist Financial Corp 515.893 -11,50 142.872 -10,43
2026-02-13 13F Venture Visionary Partners LLC 8.621 -1,91 2.388 -0,75
2025-11-06 13F LexAurum Advisors, LLC 1.554 0,06 425 11,26
2026-02-13 13F Journey Strategic Wealth Llc 31.269 -2,40 8.660 -1,23
2026-01-26 13F Valmark Advisers, Inc. 102.590 -1,65 28.411 -0,46
2026-02-10 13F One Capital Management, LLC 84.343 66,07 23.358 68,07
2025-11-12 13F Winch Advisory Services, LLC 0 -100,00 0
2026-01-16 13F Cyr Financial Inc. 1.967 -1,99 545 -0,91
2026-01-09 13F Diversified Trust Co 2.436 0,00 675 1,20
2026-02-12 13F Financial Engines Advisors L.L.C. 2.543 -7,05 704 -5,88
2026-02-13 13F McAdam, LLC 49.398 -3,11 13.680 -1,94
2026-02-17 13F Hilltop Holdings Inc. 6.990 -8,16 1.936 -7,06
2026-02-09 13F Expressive Wealth LLC 906 251
2026-01-22 13F Triad Wealth Partners, LLC 2.196 608
2026-03-05 13F Bush Investment Group, Llc 74.112 0,07 20.525 1,27
2026-02-10 13F Alpha Financial Partners, LLC 1.957 0,10 542 1,31
2026-01-26 13F Harbor Asset Planning, Inc. 1.054 0,09 292 1,04
2026-02-12 13F Wedbush Securities Inc 1.234 0,00 0
2025-10-24 13F World Equity Group, Inc. 0 -100,00 0 -100,00
2026-02-04 13F Global Wealth Management Investment Advisory, Inc. 13.309 -7,14 3.686 -6,02
2026-02-05 13F Sculati Wealth Management, LLC 55.167 8,06 15.278 9,36
2026-02-06 13F Principle Wealth Partners Llc 1.736 0,00 481 1,05
2026-02-13 13F Baird Financial Group, Inc. 37.457 9,74 10.373 11,07
2026-02-05 13F 626 Financial, LLC 38.657 2,31 10.706 3,54
2026-01-08 13F Fermata Advisors, LLC 1.338 -0,30 371 0,82
2026-02-04 13F Ameritas Advisory Services, LLC 0 -100,00 0 -100,00
2026-02-11 13F Franklin Resources Inc 131 -62,36 36 -62,11
2026-01-22 13F Rodgers & Associates, LTD 1.443 -4,63 400 -3,62
2026-01-29 13F Camelot Portfolios, LLC 16 4
2026-02-03 13F Patten & Patten Inc/tn 5.221 0,00 1.446 1,19
2026-02-11 13F Milestone Investment Advisors LLC 21.199 -6,12 5.871 -5,00
2026-01-28 13F Fairway Wealth LLC 118 -64,99 33 -65,22
2026-02-10 13F Nomura Asset Management Co Ltd 1.841 0,00 510 1,19
2026-02-13 13F Sei Investments Co 900 249
2026-02-03 13F Gateway Investment Advisers Llc 2.847 0,00 788 1,16
2026-01-21 13F Perfromance Wealth Partners, LLC 70.950 8,61 19.649 9,91
2026-01-27 13F Horst & Graben Wealth Management LLC 57.523 -1,12 15.936 0,11
2026-02-11 13F Comprehensive Financial Planning, Inc./PA 1.664 0,06 461 1,32
2026-02-09 13F Cary Street Partners Financial Llc 3.355 0,60 929 1,86
2026-02-17 13F D. E. Shaw & Co., Inc. 0 -100,00 0 -100,00
2026-02-17 13F/A Kovack Advisors, Inc. 19.180 5.312
2026-01-15 13F Stewardship Advisors, LLC 4.249 0,50 1.177 1,73
2026-01-16 13F Life Planning Partners, Inc 1.142 -31,98 316 -31,15
2026-02-12 13F Triumph Capital Management 197 -1,99 55 -1,82
2026-02-09 13F Putnam Fl Investment Management Co 753 0,00 209 0,97
2026-01-20 13F Secure Asset Management, LLC 3.581 12,05 992 12,74
2026-02-13 13F Truvestments Capital Llc 3.631 -0,71 1.006 0,50
2026-02-17 13F Family Management Corp 50.307 -0,96 13.932 0,23
2026-01-06 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 16.406 -2,32 4.543 -1,15
2026-01-29 13F UBS Group AG 415.349 -6,21 115.027 -5,08
2026-02-11 13F SOUTH STATE Corp 499 0,00 138 1,47
2026-02-03 13F Eclectic Associates Inc /adv 780 0,00 216 1,41
2026-02-06 13F Forum Private Client Group LLC 83.505 -0,52 23.126 0,67
2025-11-04 13F Pineridge Advisors LLC 2.977 5,87 815 17,46
2025-09-23 13F/A CFC Planning Co LLC 0 -100,00 0 -100,00
2026-02-09 13F Redstone Wealth Management, Llc 29.546 8.183
2026-01-29 13F Ashton Thomas Private Wealth, LLC 12.455 -35,14 3.449 -34,37
2026-02-11 13F Greykasell Wealth Strategies, Inc. 188 0,00 52 1,96
2026-02-13 13F Van Eck Associates Corp 60 0,00 0
2025-09-26 13F Capital A Wealth Management, LLC 0 -100,00 0
2026-02-02 13F Hidden Cove Wealth Management, LLC 75.940 -4,50 21.031 -3,36
2026-02-17 13F Maripau Wealth Management Llc 1.879 -4,47 520 -3,35
2026-02-09 13F Hartland & Co., LLC 582 -23,82 161 -22,97
2026-02-02 13F Miracle Mile Advisors, LLC 2.761 68,05 765 70,16
2026-02-13 13F MAI Capital Management 6.661 121,08 1.845 123,79
2026-01-26 13F Asset Dedication, LLC 410 0,00 114 0,89
2026-02-12 13F Granite Islands Private Wealth, Llc 998 275
2026-01-20 13F Sovran Advisors, LLC 14.799 -4,64 4.059 -7,81
2026-01-14 13F Pallas Capital Advisors LLC 4.271 0,00 1.183 1,20
2026-01-29 13F ProVise Management Group, LLC 128.760 -1,43 35.659 -0,25
2026-01-22 13F Yoder Wealth Management, Inc. 2.411 0,00 668 1,21
2025-10-10 13F Charles Schwab Trust Co 0 -100,00 0 -100,00
2025-11-04 13F Guerra Advisors Inc 1.893 -4,87 518 5,71
2026-02-10 13F SCS Capital Management LLC 8.950 0,00 2.479 1,18
2026-02-13 13F Wbi Investments, Inc. 1.179 327
2025-10-28 13F Pinnacle Financial Partners Inc 1.238 0,00 339 10,82
2026-01-21 13F Hrc Wealth Management, Llc 2.301 0,09 637 1,27
2026-01-14 13F Accurate Wealth Management, LLC 4.289 -6,03 1.192 -3,72
2026-01-15 13F Jaffetilchin Investment Partners, LLC 1.512 -14,62 419 -13,64
2026-02-10 13F Vantus Wealth LLC 10.260 2.841
2026-01-29 13F Kestra Private Wealth Services, Llc 164.867 0,39 45.658 1,59
2026-01-30 13F AMG National Trust Bank 2.405 0,00 666 1,22
2026-02-05 13F Passumpsic Savings Bank 18.263 12,44 5.058 32,35
2026-01-30 13F First Citizens Investor Services, Inc. 272.944 -1,00 75.589 0,19
2025-11-14 13F Beacon Pointe Advisors, LLC 0 -100,00 0 -100,00
2025-11-14 13F Strategic Wealth Partners, Ltd. 70 19
2026-02-09 13F Sterling Investment Advisors, Ltd. 810 0,00 224 1,36
2026-01-23 13F Kelly Financial Group Llc 13.128 0,81 3.636 2,02
2026-01-28 13F Libra Wealth Llc 0 -100,00 0
2026-01-20 13F Stratos Wealth Advisors, LLC 10.496 2,43 2.907 3,64
2026-01-20 13F AdvisorNet Financial, Inc 9.962 4,35 2.759 5,59
2025-10-16 13F Trust Co Of Toledo Na /oh/ 0 -100,00 0
2026-02-11 13F Cerity Partners LLC 4.583 -2,05 1.269 -0,86
2026-01-13 13F Signal Advisors Wealth, LLC 11.604 -2,98 3.214 -1,83
2026-02-12 13F Keel Point, LLC 11.256 -0,27 3.117 0,94
2026-02-11 13F Sunrise Financial Services, LLC 28.685 7.944
2026-01-26 13F Private Trust Co Na 8.630 14,32 2.390 15,69
2026-02-09 13F HBK Sorce Advisory LLC 2.835 28,63 756 26,00
2026-01-07 13F BCGM Wealth Management, LLC 5.271 0,08 1.460 1,25
2026-02-02 13F Legacy Edge Advisors, LLC 5.250 1.454
2026-02-17 13F Garden State Investment Advisory Services LLC 759 210
2026-02-09 13F Valued Retirements, Inc. 11.945 11,05 3.308 24,78
2026-02-06 13F Auxano Advisors, LLC 62.225 2,98 17.233 4,22
2026-02-13 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0 -100,00 0 -100,00
2026-01-27 13F Oak Harvest Investment Services 30.254 8,39 8.379 9,69
2026-01-27 13F Portfolio Strategies, Inc. 253.178 -2,76 70.114 -1,59
2026-02-10 13F MY Wealth Management Inc. 999 0,00 277 1,10
2026-02-10 13F Heritage Trust Co 1.900 0,00 526 1,35
2026-02-10 13F Evolution Wealth Management Inc. 1.852 0,00 513 1,19
2026-02-10 13F KERR FINANCIAL PLANNING Corp 4.428 6,39 1.157 0,70
2026-02-17 13F Integrated Advisors Network LLC 1.811 -1,36 502 -0,20
2026-01-23 13F Intelligence Driven Advisers, LLC 248.596 -7,00 68.846 -5,88
2026-02-17 13F Qube Research & Technologies Ltd 25 -93,04 7 -93,88
2026-02-17 13F Glenmede Trust Co Na 10.523 -16,20 2.914 10,05
2026-02-03 13F Crestwood Advisors Group LLC 1.396 387
2026-02-11 13F TruNorth Capital Management, LLC 0 -100,00 0
2026-02-13 13F Intrepid Capital Management Inc 1.024 -3,76 284 -2,75
2026-01-30 13F Simplicity Wealth,LLC 59.580 8,56 16.500 9,86
2026-02-09 13F Leavell Investment Management, Inc. 8.168 -6,13 2.262 -5,00
2026-01-27 13F Able Wealth Management LLC 4.991 -9,78 1.382 -8,66
2026-02-02 13F CENTRAL TRUST Co 100 0,00 28 0,00
2026-01-15 13F Brookstone Capital Management 100.907 3,48 27.945 4,72
2026-01-21 13F Mezzasalma Advisors, LLC 29.641 46,59 5.522 -0,22
2026-02-05 13F First Citizens Asset Management, Inc. 293.986 -0,86 81.416 0,33
2026-02-12 13F Manchester Financial Inc 867 0,81 240 2,13
2026-01-21 13F Prime Capital Investment Advisors, LLC 48.212 2,87 13.352 4,10
2026-01-08 13F Maridea Wealth Management LLC 1.256 348
2026-01-22 13F Richardson Financial Services Inc. 0 -100,00 0 -100,00
2026-02-04 13F Colonial River Wealth Management, LLC 0 -100,00 0 -100,00
2026-02-04 13F Meridian Wealth Management, LLC 7.043 -0,24 1.950 0,98
2026-02-10 13F Operose Advisors LLC 0 -100,00 0
2026-01-02 13F Global Wealth Strategies & Associates 0 -100,00 0
2026-02-06 13F HighTower Advisors, LLC 97.164 -9,28 26.909 -8,19
2026-02-09 13F Hantz Financial Services, Inc. 179.292 6,97 50 8,89
2026-02-10 13F/A Northwestern Mutual Wealth Management Co 111.442 1,85 30.863 3,08
2026-02-11 13F Commonwealth Retirement Investments LLC 373 103
2026-01-26 13F AE Wealth Management LLC 638.124 1,98 176.722 3,20
2026-02-17 13F Ameriprise Financial Inc 3.544.292 11,46 981.520 12,84
2026-02-13 13F Parkside Financial Bank & Trust 1.221 0,00 338 1,20
2026-01-27 13F Werba Rubin Papier Wealth Management 5.024 0,00 1.391 1,24
2026-01-22 13F Fiduciary Alliance LLC 1.403 0,00 389 1,31
2026-01-28 13F Key Client Fiduciary Advisors, LLC 2.888 4,00 800 5,27
2026-01-29 13F James Investment Research Inc 1.077 -3,15 298 -1,97
2026-01-07 13F Processus Wealth & Capital Management, LLC 31.762 3,11 8.796 4,35
2026-02-11 13F Vise Technologies, Inc. 1.910 95,50 529 98,13
2025-10-20 13F Keystone Global Partners, LLC 0 -100,00 0 -100,00
2026-02-05 13F Financial Council Asset Management Inc 926 0,00 256 1,19
2026-02-17 13F Tower Research Capital LLC (TRC) 0 -100,00 0
2026-02-10 13F Argent Trust Co 58.208 34,70 16.120 36,33
2026-02-19 13F CI Private Wealth, LLC 2.013 -81,90 558 -81,70
2026-02-12 13F Skopos Labs, Inc. 3.795 221,07 1.061 266,78
2026-02-12 13F CIBC Private Wealth Group, LLC 18.094 -0,33 5.011 0,87
2026-02-17 13F Cetera Investment Advisers 358.026 -14,16 99.152 -13,13
2026-02-09 13F Harbour Investments, Inc. 21.055 -4,65 5.831 -3,49
2026-02-20 13F Wick Capital Partners, LLC 800 -88,03 1.849 1,15
2026-01-27 13F Benchmark Financial Wealth Advisors, LLC 42.143 -2,13 11.671 -0,95
2026-02-09 13F Huntington National Bank 2.635 -4,39
2026-02-06 13F Global Retirement Partners, LLC 153.595 4,52 42.537 5,77
2026-02-17 13F Pacific Financial Group Inc 2.342 -0,13 649 1,09
2026-02-17 13F Susquehanna International Group, Llp 22.732 22,12 6.295 23,60
2026-01-30 13F Activest Wealth Management 91 0,00 25 4,17
2025-11-10 13F/A Flaharty Asset Management, LLC 0 -100,00 0 -100,00
2026-01-13 13F Compton Wealth Advisory Group, LLC 118.232 -1,21 32.743 -0,02
2026-02-12 13F BRYN MAWR TRUST Co 374.599 -0,18 103.741 1,02
2026-01-07 13F TruWealth Advisors, LLC 5.024 0,36 1.391 1,61
2026-03-03 13F NWF Advisory Services Inc. 1.377 12,96 381 14,41
2026-02-13 13F Level Four Advisory Services, Llc 2.950 -4,00 817 -2,85
2026-02-04 13F Northeast Planning Associates, Inc. / Nh / 8.159 0,30 2.260 1,48
2026-02-11 13F Jpmorgan Chase & Co 77.312 8,59 21.411 9,89
2026-02-03 13F Vantage Financial Partners, LLC 6.336 -2,49 1.755 -1,35
2026-01-12 13F Willner & Heller, Llc 747 0,00 207 0,98
2026-01-20 13F Ethos Financial Group, LLC 0 -100,00 0
2026-02-06 13F EverSource Wealth Advisors, LLC 799 1.675,56 221 1.741,67
2026-02-06 13F Fischer Financial Services, Inc. 83.624 0,41 23.158 1,60
2026-02-13 13F Safeguard Investment Advisory Group, LLC 2.039 -24,03 565 -23,16
2026-02-13 13F Gts Securities Llc 1.742 -10,99 482 -9,91
2026-02-10 13F Root Financial Partners, LLC 98 -22,22 27 -20,59
2026-02-12 13F Boulay Financial Advisors, LLC 589.152 2,96 163.160 4,20
2026-01-05 13F Rosenberg Matthew Hamilton 429 0,00 119 0,85
2026-02-17 13F Pinnacle Financial Partners, Inc. 7.628 2.113
2026-02-10 13F Mueller Wealth, LLC 29.478 8.164
2026-01-15 13F Bourgeon Capital Management Llc 1.530 0,00 424 1,20
2026-02-12 13F Grey Fox Wealth Advisors, LLC 0 -100,00 0
2026-02-12 13F Principal Securities, Inc. 0 -100,00 0
2026-01-30 13F/A M&t Bank Corp 88.453 -10,50 24.496 -9,43
2026-02-13 13F LGT Financial Advisors LLC 33 3,12 9 12,50
2026-01-14 13F Global View Capital Management LLC 0 -100,00 0 -100,00
2026-01-22 13F HHM Wealth Advisors, LLC 207 0,00 57 1,79
2026-02-02 13F Principal Financial Group Inc 14.318 0,32 3.965 1,54
2026-01-29 13F Comerica Bank 12.666 -14,64 3.508 -13,62
2026-02-13 13F Wells Fargo & Company/mn 719.984 0,20 199.392 1,41
2026-02-11 13F Wharton Business Group, LLC 201.169 1,91 55.712 3,14
2026-01-12 13F Optivise Advisory Services LLC 3.337 0,06 924 1,32
2026-01-22 13F City Holding Co 185 0,00 51 2,00
2026-01-21 13F Clayton Financial Group LLC 257 0,00 71 1,43
2026-02-05 13F WJ Wealth Management, LLC 20.302 -0,10 5.622 -2,70
2025-11-14 13F Wolverine Trading, Llc Call 1.100 -63,33 299 -59,26
2026-01-12 13F National Wealth Management Group, LLC 1.870 -4,45 518 -3,18
2025-11-07 13F Beacon Capital Management, LLC 0 -100,00 0 -100,00
2026-01-15 13F SILVER OAK SECURITIES, Inc 20.786 751,19 5.798 767,81
2026-01-20 13F Savvy Advisors, Inc. 7.372 -0,55 2.042 0,64
2026-01-27 13F Round Rock Advisors, LLC 3.727 -7,91 1.032 -6,78
2026-01-29 13F Sanctuary Advisors, LLC 27.319 19,51 7.566 20,94
2026-02-04 13F Catalyst Financial Partners Llc 3.932 34,29 1.089 35,83
2026-01-30 13F Keybank National Association/oh 3.081 8,07 853 9,36
2026-02-06 13F GPS Wealth Strategies Group, LLC 3 -99,56 1 -100,00
2026-02-12 13F Hm Payson & Co 363 0,00 101 1,01
2026-01-23 13F Family Investment Center, Inc. 774 0,00 214 1,42
2026-01-26 13F Decker Retirement Planning Inc. 6.935 8,12 1.921 9,40
2026-01-27 13F Krilogy Financial LLC 1.452 -2,42 399 -4,55
2026-02-09 13F Kestra Investment Management, LLC 1.239 4,03 343 5,54
2026-02-10 13F IFG Advisory, LLC 1.766 489
2026-02-05 13F Tucker Asset Management Llc 210 58
2026-02-04 13F Independent Advisor Alliance 9.476 3,60 2.624 4,88
2026-01-29 13F Bravias Capital Group, LLC 823 -2,95 228 -2,16
2026-01-06 13F Investors Research Corp 82.197 2,05 22.764 3,28
2026-01-28 13F Trademark Financial Management, LLC 1.024 6,78 284 8,02
2026-01-23 13F Atwater Malick LLC 48.958 27,93 13.558 29,47
2026-02-05 13F Stonebridge Financial Planning Group, LLC 62.200 -0,51 17.226 0,68
2026-02-13 13F Cozad Asset Management Inc 30.355 14,02 8.406 15,39
2026-01-23 13F Nbt Bank N A /ny 1.530 0,00 424 1,20
2026-02-11 13F Mattson Financial Services, LLC 1.335 15,68 370 17,14
2026-01-15 13F Burns Matteson Capital Management, LLC 32.100 -0,82 8.890 0,36
2025-11-06 13F BlueChip Wealth Advisors LLC 0 -100,00 0 -100,00
2026-01-26 13F Cwm, Llc 31.749 216,26 9 300,00
2026-02-10 13F Dover Advisors, Llc 9.556 2,32 2.646 3,56
2026-02-10 13F CIBC World Markets Inc. 757 -61,63 210 -61,22
2026-01-21 13F Persium Advisors, LLC 837 0,00 232 0,87
2026-02-17 13F Ancora Advisors, LLC 118 0,00 33 0,00
2026-01-20 13F FLP Wealth Management, LLC 27.971 418,37 1.667 12,87
2026-02-11 13F O'shaughnessy Asset Management, Llc 1.114 8,16 309 9,61
2026-01-16 13F Ronald Blue Trust, Inc. 1.181 0,00 327 1,24
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0
2026-02-11 13F Empowered Funds, LLC 1.153 319
2026-02-13 13F Smartleaf Asset Management LLC 1.465 5,93 409 8,51
2026-01-14 13F Crumly & Associates Inc. 41.131 -0,17 11.391 1,03
2026-01-23 13F Northwest Quadrant Wealth Management, LLC 1.028 0,10 285 1,07
2026-01-21 13F Capital Advisors Wealth Management, LLC 2.069 1,77 573 3,06
2026-01-29 13F Dunhill Financial, LLC 222 -1,77 61 0,00
2026-02-17 13F Private Advisor Group, LLC 40.270 -4,39 11.152 -3,24
2026-02-13 13F Resources Investment Advisors, LLC. 1.000 277
2026-02-13 13F Mml Investors Services, Llc 381.814 -7,55 105.740 -6,44
2026-02-11 13F Tiaa Trust, National Association 5.878.296 -1,09 1.627.935 0,10
2026-01-27 13F Elevated Capital Advisors, LLC 235 65
2026-01-29 13F Inscription Capital, LLC 8.936 13,70 2.475 15,07
2026-02-06 13F Lloyd Advisory Services, LLC. 5.134 -50,11 1.422 -49,54
2026-01-29 13F Nbc Securities, Inc. 194 0,00 54 0,00
2026-02-11 13F Capital Analysts, Inc. 171 -92,04 0
2026-02-09 13F Atlantic Trust, LLC 63 0,00 17 0,00
2026-02-12 13F Founders Financial Alliance, LLC 3.046 0,13 844 1,32
2026-02-12 13F Fiduciary Group LLC 24.437 5,82 6.768 7,09
2026-02-11 13F J.w. Cole Advisors, Inc. 7.134 -3,82 1.092 -46,23
2026-02-17 13F United Capital Financial Advisers, Llc 54.281 15.033
2026-02-19 13F Mcguire Capital Advisors Inc 9 2
2025-10-30 13F Gibbs Wealth Management 0 -100,00 0 -100,00
2026-01-22 13F Bfsg, Llc 0 -100,00 0
2026-02-10 13F Belvedere Trading LLC Put 600 -14,29 166 -13,09
2026-02-10 13F Belvedere Trading LLC Call 600 -80,00 166 -79,76
2026-02-20 13F Sunbelt Securities, Inc. 786 0,00 218 0,93
2026-01-08 13F Wealth Enhancement Advisory Services, Llc 39.453 -1,51 10.943 -0,56
2026-02-17 13F Fmr Llc 29.645 1,73 8.210 2,96
2026-02-13 13F Brown Advisory Inc 15.752 1.994,68 4.362 2.027,80
2026-01-27 13F Cannon Wealth Management Services, LLC 995 0,00 276 1,10
2026-02-12 13F Moneta Group Investment Advisors Llc 0 -100,00 0
2026-01-23 13F TFC Financial Management 0 -100,00 0
2026-02-17 13F Clark Capital Management Group, Inc. 0 -100,00 0
2026-02-13 13F Pine Valley Investments Ltd Liability Co 1.827 0,11 506 1,20
2026-02-05 13F Western Wealth Management, LLC 8.238 3,57 2.282 4,83
2026-01-07 13F Sovereign Financial Group, Inc. 7.761 -4,09 2.149 -2,94
2026-02-17 13F Two Sigma Investments, Lp 269.240 17.849,33 74.563 18.086,10
2026-02-03 13F Arcadia Wealth Management, LLC 8.173 -3,13 2.263 -1,95
2026-02-06 13F Creative Financial Designs Inc /adv 1.134 1,61 314 2,62
2026-01-22 13F Financial Consulate, Inc 606 0,00 168 1,21
2026-02-03 13F International Assets Investment Management, Llc 189 52
2026-02-06 13F Prospect Financial Services LLC 3.768 -1,64 1.043 -0,48
2026-01-26 13F XY Planning Network, Inc. 1.146 1,33 317 14,03
2026-02-06 13F Vestmark Advisory Solutions, Inc. 2.298 56,11 636 58,21
2026-01-20 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 9.426 90,23 2.610 92,62
2026-01-26 13F Cordatus Wealth Management LLC 799 0,00 221 1,38
2026-02-17 13F GeoWealth Management, LLC 4.600 -12,61 1.274 -11,60
2026-01-12 13F Horizon Financial Services, Llc 60 0,00 17 0,00
2026-02-06 13F Wilian Securities, LLC 5.963 1.651
2026-01-12 13F Rialto Wealth Management, LLC 500 0,00 138 1,47
2026-02-13 13F Centaurus Financial, Inc. 1.104 0,00 0
2025-11-10 13F Siligmueller & Norvid Wealth Advisors LLC 917 251
2026-02-09 13F Key FInancial Inc 244 0,00 68 0,00
2026-01-26 13F LifeWealth Investments, LLC 109.527 8,78 30.332 10,08
2026-02-13 13F Heritage Wealth Advisors 83 0,00 23 0,00
2025-11-13 13F Glenmede Investment Management, LP 11.439 -8,02 3.130 2,12
2026-01-21 13F Sowell Financial Services LLC 2.179 1,82 603 3,08
2026-01-05 13F Park Avenue Securities Llc 3.627 -70,04 1 -66,67
2026-01-23 13F HBW Advisory Services LLC 1.738 3,15 481 4,57
2026-02-03 13F Foronjy Financial Llc 26.849 -7,62 7.436 -6,51
2026-02-10 13F Redwood Financial Network Corp 3.552 -3,97 984 -2,87
2026-02-24 13F Barnes Wealth Management Group, Inc 2.052 2,14 568 3,46
2026-02-17 13F Citadel Advisors Llc 0 -100,00 0
2026-01-28 13F CAPROCK Group, Inc. 6.125 -45,79 1.696 -41,90
2026-02-11 13F Buckingham Strategic Partners 1.318 365
2026-02-13 13F Botty Investors LLC 2.450 0,00 679 1,19
2026-01-28 13F HB Wealth Management, LLC 1.341 0,00 371 1,37
2026-02-13 13F/A New England Private Wealth Advisors LLC 7.272 0,92 2.014 2,13
2026-02-10 13F Moors & Cabot, Inc. 1.137 0,00 315 0,96
2026-01-26 13F United Advisor Group, LLC 1.317 -8,22 365 -7,14
2026-02-13 13F Change Path, LLC 7.424 -38,20 2.056 -37,45
2026-01-29 13F Concurrent Investment Advisors, LLC 1.611 29,19 446 30,79
2026-01-09 13F Capital Asset Advisory Services LLC 28.318 32,40 7.854 34,19
2026-01-28 13F Financial Perspectives, Inc 103 0,00 29 0,00
2026-01-20 13F Stratos Wealth Partners, LTD. 62.861 33,04 17.409 34,64
2026-02-12 13F Investor's Fiduciary Advisor Network, LLC 1.476 24,77 0
2026-02-10 13F Savant Capital, LLC 3.430 7,49 950 8,71
2026-02-04 13F Atlantic Union Bankshares Corp 505.011 0,78 139.858 1,99
2026-02-13 13F Orleans Capital Management Corp/la 3.900 1.080
2026-01-21 13F Townsend Asset Management Corp /nc/ /adv 880 0,11 244 1,25
2026-01-22 13F Networth Advisors, LLC 3.411 945
2026-02-17 13F Parvin Asset Management, LLC 1.330 368
2026-01-27 13F RTD Financial Advisors, Inc. 70.494 19.523
2026-02-05 13F Plante Moran Financial Advisors, LLC 61 17
2026-02-03 13F Patton Albertson Miller Group, Llc 19.467 0,00 5.391 1,20
2026-01-16 13F Linden Thomas Advisory Services, LLC 3.433 951
2026-01-28 13F Hobbs Group Advisors, LLC 764 0,00 212 0,96
2026-01-21 13F Newbridge Financial Services Group, Inc. 924 1,76 256 2,82
2026-01-28 13F Members Wealth Llc 1.334 -4,85 367 -4,94
2026-02-03 13F K.J. Harrison & Partners Inc 1.072 297
2026-01-29 13F D.a. Davidson & Co. 1.205 -19,34 334 -18,38
2026-02-04 13F MONECO Advisors, LLC 136.475 7,25 37.795 8,54
2026-01-08 13F Wedmont Private Capital 5.037 -7,01 1.403 -5,78
2026-01-08 13F Gradient Investments LLC 5.962 40,22 1.651 41,96
2026-02-03 13F Grimes & Company, Inc. 1.448 -12,77 401 -11,67
2025-11-06 13F Financial Advocates Investment Management 1.394 -30,85 381 -23,19
2026-02-05 13F Allworth Financial LP 5.065 5,45 1.403 6,70
2026-01-21 13F MBL Wealth, LLC 5.110 0,00 1.415 1,22
2026-01-26 13F Slagle Financial, LLC 897 -0,99 248 0,40
2026-02-06 13F New Millennium Group LLC 158 -4,82 44 -4,44
2026-02-13 13F Mariner, LLC 1.466.054 0,36 406.010 1,57
2026-02-06 13F McKinley Carter Wealth Services, Inc. 1.755 -13,25 486 -12,12
2026-02-13 13F Sterling Capital Management LLC 109.678 -18,76 30.374 -17,78
2025-11-13 13F Bnp Paribas Arbitrage, Sa 0 -100,00 0 -100,00
2025-10-15 13F TABR Capital Management, LLC 0 -100,00 0
2026-02-13 13F Neuberger Berman Group LLC 1.357 13,08 376 14,33
2026-01-14 13F Bond & Devick Financial Network, Inc. 39.266 -0,09 10.874 1,12
2026-02-11 13F Gwn Securities Inc. 1.589 -11,13 440 -10,39
2026-01-21 13F Future Financial Wealth Managment LLC 21.633 11,54 5.782 8,95
2026-02-05 13F AlphaCore Capital LLC 1.509 0,00 418 1,21
2026-02-13 13F Colony Group, LLC 12.468 31,76 3.445 33,06
2026-01-21 13F Ameliora Wealth Management Ltd. 37.364 9,68 10.348 11,00
2026-01-26 13F Wbh Advisory Inc 6.218 0,71 1.722 1,89
2026-01-22 13F Elm3 Financial Group, LLC 2.767 -7,15 766 -6,01
2025-11-12 13F Creekmur Asset Management LLC 247 0,00 68 11,67
2026-01-13 13F Mather Group, Llc. 0 -100,00 0
2026-02-10 13F New Republic Capital, LLC 305 -0,65 84 0,00
2026-02-17 13F Advisor Group Holdings, Inc. 540.221 -5,30 149.726 -1,51
2026-02-13 13F Haverford Trust Co 842 -2,21 233 -0,85
2026-01-21 13F Apella Capital, LLC 1.765 0,17 489 2,09
2026-01-30 13F BCU Wealth Advisors, LLC 1.440 0,07 399 1,27
2026-01-27 13F Paul Damon & Associates, Inc. 64.954 2,27 17.988 3,50
2025-11-18 13F Apexium Financial, Lp 52.045 4,61 14.242 16,13
2026-02-18 13F GWM Advisors LLC 165.710 7,66 45.892 8,96
2026-03-12 13F Bawa N Mallick Trust 9.008 0,01 2.495 1,22
2026-01-09 13F Ptm Wealth Management, Llc 2.529 -0,35 700 -0,14
2026-02-12 13F Great Valley Advisor Group, Inc. 10.369 2,89 2.871 4,13
2026-01-15 13F Victory Financial Group, Llc 448.535 1,56 124.217 2,73
2026-01-26 13F Merit Financial Group, LLC 84.883 0,99 23.508 2,20
2026-01-20 13F Princeton Global Asset Management LLC 44 12
2026-02-18 13F Caitlin John, LLC 135 0,00 37 2,78
2026-02-09 13F Cypress Capital Management LLC (WY) 22 0,00 6 0,00
2026-02-12 13F IFC & Insurance Marketing, Inc. 27 0
2026-02-17 13F SageView Advisory Group, LLC 6.497 -6,97 1.799 -5,86
2026-02-10 13F Fiduciary Family Office, Llc 1.065 0,00 295 1,03
2026-02-12 13F Brinker Capital Investments, LLC 16.961 -86,36 4.697 -86,20
2026-01-07 13F Harbor Investment Advisory, Llc 29.241 -5,25 8.098 -4,11
2026-01-28 13F Rather & Kittrell, Inc. 860 0,00 238 1,28
2026-01-12 13F Richard P Slaughter Associates Inc 155.383 1,59 43.032 2,81
2026-02-17 13F Signature Equity Partners, LLC 61 17
2026-02-13 13F Alerus Financial Na 103 -79,88 29 -80,00
2026-01-12 13F DAVENPORT & Co LLC 184.766 7,26 51.169 8,55
2026-02-06 13F Americana Partners, LLC 1.013 0,00 281 1,08
2026-02-06 13F Advisory Alpha, LLC 3.260 -9,34 903 -8,88
2026-02-05 13F Pinnacle Associates Ltd 1.261 23,26 349 25,09
2026-02-13 13F Fiduciary Trust Co 783 0,00 217 0,93
2026-01-23 13F Bouvel Investment Partners, LLC 22.540 -1,11 6.242 0,08
2026-02-11 13F Janney Montgomery Scott LLC 24.287 5,34 7 0,00
2026-01-23 13F Norris Perne & French Llp/mi 2.800 0,00 775 1,17
2026-02-13 13F SRS Capital Advisors, Inc. 1.387 384
2026-02-09 13F Prospera Financial Services Inc 3.423 10,31 949 11,66
2026-02-02 13F Total Clarity Wealth Management, Inc. 1.636 -14,30 453 -13,22
2026-01-16 13F Perigon Wealth Management, LLC 23.107 -1,69 6.399 -0,50
2026-02-17 13F VestGen Advisors, LLC 20.546 -63,95 5.690 -63,52
2026-02-10 13F Bank of New York Mellon Corp 3.973 31,51 1.100 33,17
2026-01-28 13F Geneos Wealth Management Inc. 21.886 -15,46 6.061 -14,44
2026-02-17 13F Trexquant Investment LP 925 4,17 256 5,35
2026-01-21 13F Sound Income Strategies, LLC 738 63,64 202 61,60
2026-02-05 13F Fingerlakes Wealth Management, Inc. 8.007 13,11 2.217 14,46
2026-01-27 13F Belpointe Asset Management LLC 13.231 -27,70 3.664 -26,84
2026-02-11 13F Liberty Square Wealth Partners Llc 7.352 0,27 2.036 1,50
2026-02-09 13F First National Trust Co 880 0,00 244 1,25
2026-02-17 13F Bank Of America Corp /de/ 2.116.490 0,18 586.141 1,38
2026-01-26 13F Paradigm Financial Partners, Llc 31.186 -1,15 8.637 0,03
2026-01-13 13F Stablepoint Partners, LLC 1.100 0,00 305 1,00
2026-01-12 13F Stokes Capital Advisors, LLC 13.516 -0,14 3.743 1,08
2026-02-12 13F Brown Brothers Harriman & Co 1.795 0,00 497 1,22
2026-01-09 13F Tactive Advisors, LLC 7.164 5,40 1.984 6,67
2026-02-06 13F IFP Advisors, Inc 31.432 8,55 8.705 9,86
2026-01-30 13F Us Bancorp \de\ 20.329 0,72 5.630 1,92
2026-02-05 13F Cambridge Investment Research Advisors, Inc. 349.767 -3,13 97 -2,04
2026-02-27 13F Instrumental Wealth, Llc 1.679 5,33 444 -1,77
2026-02-17 13F Raymond James Financial Inc 520.232 4,89 144.073 6,15
2026-02-04 13F Pensionmark Financial Group, Llc 18.508 -47,75 4.947 -48,97
2026-02-03 13F Fsb Premier Wealth Management, Inc. 2.125 0,09 589 1,20
2026-01-27 13F PFG Advisors 1.444 0,07 400 1,27
2026-02-13 13F 1832 Asset Management L.P. 1.345 0,00 372 1,09
2026-01-12 13F Salem Investment Counselors Inc 0 -100,00 0 -100,00
2026-01-28 13F Confluence Wealth Services, Inc. 3.574 -5,82 990 -4,72
2026-02-10 13F IAG Wealth Partners, LLC 37.126 -0,24 10.282 0,95
2026-01-21 13F Mason & Associates, LLC 6.983 -6,00 1.934 5,57
2026-01-29 13F Merkkuri Wealth Advisors LLC 3.382 0,09 937 1,30
2026-02-11 13F Howard Bailey Securities, Llc 109.752 5,69 30.395 6,96
2026-02-17 13F Strive Financial Group ,LLC 1.715 475
2026-02-17 13F IHT Wealth Management, LLC 8.487 -9,25 2.350 -8,17
2025-10-07 13F EWG Elevate Inc. 16.372 -51,51 4.480 -46,17
2026-02-13 13F Granville Capital, Inc. 18.651 5.165
2026-02-06 13F Larson Financial Group LLC 3.269 0,03 905 1,23
2026-02-10 13F Foundations Investment Advisors, LLC 12.475 5,17 3.455 6,41
2026-02-05 13F Bessemer Group Inc 641 0,00 0
2026-02-27 13F Compass Financial Services Inc 3.434 0,03 951 1,28
2026-02-12 13F Richard W. Paul & Associates, LLC 32 -52,94 9 -55,56
2026-02-18 13F Onyx Bridge Wealth Group LLC 19.834 -50,05 5.493 -49,45
2026-02-09 13F Sandy Cove Advisors, LLC 1.419 0,00 393 1,03
2026-02-17 13F Equitable Holdings, Inc. 63.752 10,69 17.655 12,02
2026-02-11 13F LPL Financial LLC 2.390.619 0,10 662.058 1,31
2026-01-23 13F Assetmark, Inc 1.101 193,60 305 198,04
2026-01-20 13F Fundamentun, Llc 28.223 230,91 7.816 234,88
2026-02-13 13F Arete Wealth Advisors, LLC 4.761 5,50 1 0,00
2025-11-13 13F Summit X, LLC 0 -100,00 0 -100,00
2026-01-23 13F Fifth Third Securities, Inc. 40.294 -2,53 11.159 -1,35
2026-01-26 13F Elevation Capital Advisory, LLC 31.055 -40,28 8.600 -39,56
2026-02-04 13F Boston Private Wealth Llc 302.455 -6,07 83.762 -4,94
2026-02-17 13F/A BluePath Capital Management, LLC 0 -100,00 0 -100,00
2026-02-02 13F Pinnacle Wealth Management Advisory Group, LLC 1.023 0,00 283 1,43
2026-02-10 13F Calton & Associates, Inc. 1.137 0,09 315 1,29
2026-01-28 13F Family Wealth Group, LLC 17.549 2,28 4.860 3,54
2026-02-05 13F Tfo-tdc, Llc 1.218 0,00 337 1,20
2026-02-11 13F GW&K Investment Management, LLC 344 0
2026-02-05 13F L & S Advisors Inc 905 0,11 251 1,21
2026-02-17 13F RMB Capital Management, LLC 11.592 0,00 3.210 1,20
2026-02-10 13F Verus Capital Partners, Llc 1.457 1,25 404 2,54
2026-02-06 13F Stronghold Wealth Management L.L.C. 2.399 664
2026-02-10 13F Lido Advisors, LLC 459.007 -2,88 127.065 -1,75
2026-02-12 13F Betterment LLC 21.861 -3,23 6 0,00
2026-02-05 13F Stephens Inc /ar/ 21.249 6,21 5.885 7,49
2026-02-02 13F Whelan Financial 9.759 -0,48 2.703 0,71
2025-11-12 13F CIBC Bancorp USA Inc. 18.153 4.968
2026-02-02 13F Montag A & Associates Inc 2.548 -2,38 706 -1,26
2025-10-29 13F Tradewinds, LLC. 0 -100,00 0 -100,00
2025-12-09 13F/A Tudor Investment Corp Et Al 15.348 4.200
2026-02-23 13F Beaird Harris Wealth Management, LLC 953 264
2026-02-13 13F Aft, Forsyth & Company, Inc. 1.311 0,00 363 1,40
2026-02-13 13F Advyzon Investment Management, LLC 10.058 182,21 2.785 185,64
2026-01-07 13F TCP Asset Management, LLC 2.707 0,00 750 1,22
2026-01-14 13F ORG Wealth Partners, LLC 100 0,00 28 0,00
2026-02-13 13F Financial Freedom, LLC 14.785 -11,62 4.094 -10,55
2026-02-17 13F Royal Bank Of Canada 255.827 6,09 70.850 7,37
2026-02-03 13F CGC Financial Services, LLC 38.347 3,22 10.620 4,46
2026-01-22 13F Centennial Advisors, LLC 6.805 1.885
2026-02-05 13F 1620 Investment Advisors, Inc. 11 -50,00 3 -50,00
2026-02-10 13F MidAtlantic Capital Management, Inc. 2.123 0,00 588 1,21
2026-01-13 13F Kelly Financial Services LLC 1.300 -66,90 360 -66,57
2026-01-30 13F Joel Isaacson & Co., LLC 1.776 0,06 492 1,24
2026-02-17 13F Perennial Investment Advisors, LLC 139.155 15,00 38.560 16,38
2026-02-17 13F Cresset Asset Management, LLC 10.039 4,61 2.780 5,86
2026-01-26 13F Equity Wealth Partners, LLC 52.948 73,17 14.663 75,25
2026-02-17 13F Wiley Bros.-aintree Capital, Llc 9.906 2,06 2.743 3,31
2026-02-05 13F Dana Investment Advisors, Inc. 9.232 -3,07 2.557 -1,92
2025-11-13 13F Integrated Capital Management, LLC 0 -100,00 0 -100,00
2026-02-04 13F Midwest Trust Co 7.583 0,89 2.100 2,14
2026-02-04 13F Win Advisors, Inc 1.674 -97,65 464 -97,62
2026-02-10 13F Founders Financial Securities Llc 3.495 968
2026-02-13 13F Citigroup Inc 64 -98,13 18 -98,19
2026-02-13 13F Ieq Capital, Llc 15.708 -10,82 4.350 -9,75
2026-01-21 13F Leo Wealth, LLC 7.174 1.987
2026-01-22 13F Harwood Advisory Group, LLC 3.265 -78,98 904 -78,73
2026-02-19 13F Atomi Financial Group, Inc. 1.997 63,15 553 65,57
2026-02-13 13F National Bank Of Canada /fi/ 40 0,00 11 10,00
2026-01-30 13F Kohmann Bosshard Financial Services, LLC 3.610 0,00 1.000 1,22
2026-02-12 13F Rossby Financial, LCC 852 -93,43 236 -93,42
2026-02-05 13F Mason & Associates Inc 1.158 0,00 321 1,27
2026-02-13 13F Planwiser Financial, Llc 8.099 2.243
2026-02-13 13F Destination Wealth Management 0 -100,00 0 -100,00
2026-02-12 13F Godshalk Welsh Capital Management, Inc. 3.609 -0,03 999 1,22
2026-02-17 13F Jones Financial Companies Lllp 144.381 24,64 39.988 27,42
2025-11-05 13F Prime Buchholz LLC 0 -100,00 0
2026-02-12 13F Titleist Asset Management, Llc 87.959 2,33 24.359 3,56
2026-02-17 13F Advisory Services Network, LLC 11.360 -0,96 3.146 0,22
2026-01-12 13F GenWealth Group, Inc. 3.068 -5,69 851 -4,49
2026-02-03 13F Financial Partners Group, Inc 23.366 -0,24 6.363 -0,73
2026-01-14 13F Wealthcare Advisory Partners LLC 78.664 0,06 21.785 1,26
2026-02-17 13F Prosperity Consulting Group, LLC 200.596 19,90 55.553 21,34
2026-01-27 13F Prasad Wealth Partners, LLC 1.779 -29,43 493 -28,59
2026-02-10 13F Rice Partnership, LLC 790 0,00 219 0,93
2026-02-17 13F Harvest Investment Services, LLC 1.736 13,61 481 14,83
2026-02-11 13F Landing Point Financial Group, LLC 4.930 5,86 1.365 7,14
2026-02-18 13F Financial Advisory Service, Inc. 10 0,00 3 0,00
2026-02-09 13F Fidelis Capital Partners, LLC 18.289 -4,29 5.065 -3,16
2026-02-06 13F Axxcess Wealth Management, Llc 31.586 47,43 8.747 49,22
2026-02-17 13F Cape Investment Advisory, Inc. 68 19
2026-02-03 13F Anfield Capital Management, LLC 63 0,00 18 0,00
2025-11-14 13F Prosperity Wealth Management, Inc. 2.527 -4,03 692 6,47
2026-02-12 13F Commonwealth Equity Services, Llc 880.113 -6,26 243.738 95.110,16
2026-02-02 13F Fifth Third Bancorp 5.330 -5,16 1.476 -3,97
2026-01-13 13F FC Advisory LLC 1.215 -0,25 336 0,90
2026-01-07 13F Massmutual Trust Co Fsb/adv 419 0,00 116 1,75
2026-01-23 13F DHJJ Financial Advisors, Ltd. 188 0,00 52 1,96
2026-02-04 13F Drive Wealth Management, Llc 826 0,00 229 0,88
2026-02-05 13F Tennessee Valley Asset Management Partners 3.198 -7,06 886 -5,95
2026-02-03 13F Centerpoint Advisory Group 765 0,00 212 0,96
2026-01-07 13F Cahaba Wealth Management, Inc. 3.451 0,00 956 1,17
2026-02-04 13F Wsfs Capital Management, Llc 262.960 1,73 72.824 2,95
2026-02-13 13F Beacon Financial Advisory LLC 2.027 -6,80 561 -5,71
2026-01-15 13F Fifth Third Wealth Advisors LLC 6.735 69,48 1.865 71,57
2026-01-16 13F SigFig Wealth Management, LLC 0 -100,00 0
2026-02-10 13F Goldman Sachs Group Inc 101.938 73,98 28.231 76,07
2026-02-06 13F Rockport Wealth LLC 4.846 -39,06 1.342 -38,33
2026-01-14 13F Jfs Wealth Advisors, Llc 407 113
2026-02-03 13F We Are One Seven, LLC 14.021 -6,90 3.883 -5,80
2026-02-02 13F Oppenheimer & Co Inc 790 -32,42 219 -31,66
2026-02-17 13F Citadel Advisors Llc Put 2.600 30,00 720 31,63
2026-02-03 13F RFG Advisory, LLC 22.283 6.171
2026-02-04 13F Mascoma Wealth Management LLC 101 0,00 28 0,00
2026-02-04 13F Nwam Llc 16.227 14,07 4.463 13,68
2026-02-17 13F Citadel Advisors Llc Call 1.600 443
2026-01-23 13F Farther Finance Advisors, LLC 12.791 9,32 3.542 10,62
2026-02-12 13F Renaissance Technologies Llc 840 -91,06 233 -90,98
2026-02-12 13F BlackRock, Inc. 2.369 0,00 656 1,23
2026-02-13 13F Perspective Wealth Advisors Llc 8.099 2.243
2026-01-13 13F Mayflower Financial Advisors, LLC 6.870 -0,10 1.903 1,12
2026-02-13 13F PCM Encore, LLC 20.050 5.553
2026-02-10 13F Florida Financial Advisors, Llc 12.923 -3,83 3.579 -2,67
2026-01-22 13F Cliftonlarsonallen Wealth Advisors, Llc 161.053 -6,16 44.602 -5,03
2026-02-09 13F Keating Financial Advisory Services, Inc. 4.696 1.301
2026-02-13 13F Baltimore-Washington Financial Advisors, Inc. 2.196 -4,48 608 -3,34
2026-03-09 13F Lifetime Wealth Management P.C. 112 3.060
2026-02-11 13F Vermillion Wealth Management, Inc. 0 -100,00 0 -100,00
2026-02-05 13F Atria Investments Llc 0 -100,00 0
2026-01-09 13F Dynamic Advisor Solutions LLC 2.919 -17,71 808 -16,70
2026-02-12 13F Symphony Financial Services, Inc. 22.894 1,07 6.340 2,29
2026-01-29 13F Aprio Wealth Management, LLC 949 0,11 263 1,16
2026-02-13 13F Golden State Wealth Management, LLC 12.758 -3,60 3.533 -2,43
2026-02-17 13F National Asset Management, Inc. 0 -100,00 0
2026-01-26 13F Main Street Group, LTD 0 -100,00 0
2026-01-16 13F Heck Capital Advisors, LLC 7.496 -9,48 2.076 -8,43
2026-02-13 13F Veridan Wealth LLC 0 -100,00 0
2026-02-17 13F Gladstone Institutional Advisory LLC 942 -6,27 261 -5,11
2026-02-06 13F Evoke Wealth, Llc 1.321 -0,30 366 0,83
2026-02-10 13F Sentinus, LLC 1.627 -2,81 451 -1,75
2026-01-14 13F Kmg Fiduciary Partners, Llc 2.279 -0,09 631 1,12
2026-02-14 13F American Trust 2.332 -4,93 646 -3,87
2026-02-17 13F Aqr Capital Management Llc 4.423 -25,61 1.225 -24,77
2026-01-09 13F First Heartland Consultants, Inc. 2.738 4,42 758 5,72
2026-01-14 13F Spire Wealth Management 10.125 28,65 2.804 30,19
2026-02-17 13F Mercer Global Advisors Inc /adv 1.702 -53,55 471 -52,99
2026-01-14 13F Chemung Canal Trust Co 1.267 0,00 351 1,16
2026-02-02 13F FSA Advisors, Inc. 0 -100,00 0
2026-02-12 13F Colonial Trust Co / SC 636 0,00 176 1,15
2026-02-18 13F EP Wealth Advisors, Inc. 1.616 -87,70 448 -86,20
2026-02-11 13F Peachtree Investment Partners, LLC 950 0,00 263 1,54
2026-02-03 13F McIlrath & Eck, LLC 22.834 -15,04 6.324 -14,02
2026-02-17 13F Northern Trust Corp 3.830 -4,73 1.061 -3,64
2026-02-06 13F Daviman Financial, LLC 2.670 739
2026-02-12 13F Mount Yale Investment Advisors, LLC 846 234
2026-01-13 13F Signature Securities Group Corporation 17.682 -4,67 4.897 -3,55
2025-10-29 13F Vista Investment Partners Ii, Llc 0 -100,00 0 -100,00
2026-02-13 13F Integrated Wealth Concepts LLC 1.108 -74,98 307 -74,75
2026-01-15 13F Fortitude Family Office, LLC 5.220 0,00 1.446 1,19
2026-02-03 13F AssuredPartners Investment Advisors, LLC 21.303 414,19 5.900 420,65
2026-02-17 13F NorthRock Partners, LLC 875 242
2026-02-09 13F LifePlan Investment Advisors, Inc. 2.023 -28,47 560 -27,55
2026-02-13 13F Asset Allocation Strategies LLC 47.942 6,10 13.277 7,37
2026-01-20 13F YANKCOM Partnership 32.835 2,51 9.092 3,73
2026-01-22 13F DDD Partners, LLC 1.410 0,00 390 1,30
2026-02-13 13F Headlands Technologies LLC 0 -100,00 0
2026-01-23 13F Optima Capital Llc 120 33
2026-02-17 13F Creative Planning 11.596 -2,27 3.211 -1,08
2026-02-17 13F Summit Trail Advisors, Llc 20.002 3,41 5.539 4,67
2026-02-12 13F Jane Street Group, Llc Put 2.100 582
2026-02-05 13F Center for Financial Planning, Inc. 559 -1,41 155 -0,65
2026-02-12 13F Jane Street Group, Llc Call 1.600 -15,79 443 -14,64
2026-01-30 13F Samalin Investment Counsel, LLC 17.690 -0,14 4.899 1,07
2026-02-12 13F Wealthspire Advisors, LLC 2.077 19,78 575 21,31
2026-01-30 13F North Star Investment Management Corp. 47 13
2026-02-05 13F Meridian Financial Partners LLC 38.490 1,63 10.375 -1,29
2025-11-10 13F China Universal Asset Management Co., Ltd. 0 -100,00 0
2026-02-09 13F Ciovacco Capital Management LLC 6.916 0,32 1.915 1,54
2026-01-20 13F Revolve Wealth Partners, LLC 2.126 0,00 589 1,20
2026-02-09 13F CBIZ Investment Advisory Services, LLC 80 0,00 22 4,76
2026-02-13 13F Aptus Capital Advisors, LLC 1.071 0,09 297 1,37
2026-01-12 13F Focus Financial Network, Inc. 10.502 4,29 2.908 5,55
2026-02-10 13F Goldstein Advisors, LLC 1.013 0,00 281 1,08
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