Grundlæggende statistik
| Institutionelle ejere | 964 total, 959 long only, 0 short only, 5 long/short - change of 3,98% MRQ |
| Gennemsnitlig porteføljeallokering | 0.7430 % - change of -3,60% MRQ |
| Institutionelle aktier (lange) | 40.905.091 (ex 13D/G) - change of -2,07MM shares -4,82% MRQ |
| Institutionel værdi (lang) | $ 16.510.436 USD ($1000) |
Institutionelt ejerskab og aktionærer
Vanguard World Fund - Vanguard Mega Cap Growth ETF (US:MGK) har 964 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 40,905,091 aktier. Største aktionærer omfatter Assetmark, Inc, Cassaday & Co Wealth Management LLC, Morgan Stanley, Bank Of America Corp /de/, Howard Capital Management Inc., LPL Financial LLC, UBS Group AG, Captrust Financial Advisors, Vantagepoint Investment Advisers Llc, and Ameriprise Financial Inc .
Vanguard World Fund - Vanguard Mega Cap Growth ETF (ARCA:MGK) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of April 24, 2026 is 84,26 / share. Previously, on April 28, 2025, the share price was 62,70 / share. This represents an increase of 34,39% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
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Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
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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Important Note
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Load All| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 7.002 | 21,65 | 2.890 | 24,78 | ||||
| 2026-02-13 | 13F | Commerce Bank | 1.266 | 0,00 | 523 | 2,55 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 1.418 | 44,84 | 521 | 55,06 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 2 | 0,00 | 0 | |||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 231.454 | 9,42 | 95.537 | 12,23 | ||||
| 2026-01-23 | 13F | Guidance Capital, Inc | 767 | 0,00 | 311 | -1,59 | ||||
| 2026-02-10 | 13F | BKD Wealth Advisors, LLC | 1.083 | 2,95 | 447 | 5,67 | ||||
| 2026-02-13 | 13F | Johnson Investment Counsel Inc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Hughes Financial Services, LLC | 1.137 | 0,00 | 469 | -1,26 | ||||
| 2026-04-20 | 13F | FSC Wealth Advisors, LLC | 1.072 | -84,72 | 394 | -86,42 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 13.306 | 310,68 | 5.492 | 321,49 | ||||
| 2026-01-28 | 13F | Fischer Investment Strategies, Llc | 5.682 | -19,30 | 2.346 | -17,23 | ||||
| 2026-02-11 | 13F | Resolute Advisors LLC | 25.175 | 0,18 | 10.391 | 2,67 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 792 | 0,00 | 291 | -10,74 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 509 | -3,05 | 210 | -0,47 | ||||
| 2026-04-15 | 13F | Northbridge Financial Group, Llc | 8.783 | 3,71 | 3.455 | -1,14 | ||||
| 2026-04-22 | 13F | Retirement Guys Formula Llc | 2.809 | 6,32 | 1.032 | -5,32 | ||||
| 2026-04-17 | 13F | Capital Squared Financial LLC | 3.573 | -3,41 | 1.475 | -0,94 | ||||
| 2026-02-04 | 13F | Liberty Wealth Management Llc | 3.848 | 1,48 | 1.588 | 4,06 | ||||
| 2026-04-20 | 13F | Davidson Trust Co | 780 | 0,00 | 287 | -10,90 | ||||
| 2026-04-23 | 13F | Sawyer & Company, Inc | 7 | 3 | ||||||
| 2026-02-05 | 13F | Dahring | Cusmano Llc | 1.160 | -1,36 | 479 | 1,06 | ||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 1.707 | 4,66 | 705 | 7,32 | ||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 8.951 | -1,04 | 3.289 | -11,92 | ||||
| 2026-01-08 | 13F | Signet Financial Management, Llc | 718 | 0,00 | 296 | 2,78 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 2.196 | 1,67 | 807 | -9,43 | ||||
| 2026-02-10 | 13F | Operose Advisors LLC | 267 | 0,00 | 110 | 2,80 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 1.052 | 0,10 | 387 | -11,06 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 3.809 | -72,49 | 1.400 | -75,52 | ||||
| 2026-01-27 | 13F | Jackson, Grant Investment Advisers, Inc. | 574 | -11,15 | 237 | -8,88 | ||||
| 2026-02-12 | 13F | FreeGulliver LLC | 734 | 0,00 | 303 | 2,37 | ||||
| 2026-01-26 | 13F | Key Capital Management, INC | 2.309 | 953 | ||||||
| 2026-04-23 | 13F | Lazari Capital Management, Inc. | 5.771 | 20,23 | 2.120 | 7,02 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 186.719 | 7,25 | 77.072 | 10,01 | ||||
| 2026-04-15 | 13F | Bright Futures Wealth Management, LLC. | 6.444 | 0,81 | 2.368 | -10,27 | ||||
| 2026-01-29 | 13F | Coquina Private Wealth LLC | 16.422 | 6.778 | ||||||
| 2026-01-26 | 13F | Sather Financial Group Inc | 2.706 | 1.117 | ||||||
| 2026-02-24 | 13F | Investment Insight Wealth Management, LLC | 29.656 | 12.241 | ||||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 644 | -5,99 | 239 | -15,25 | ||||
| 2026-02-02 | 13F | Pillar Financial Advisors, LLC | 9.477 | -2,01 | 3.912 | 0,51 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 1.211 | 0,33 | 445 | -10,84 | ||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 848 | 0,00 | 312 | -10,89 | ||||
| 2026-02-12 | 13F | Scotia Capital Inc. | 518 | 214 | ||||||
| 2026-02-06 | 13F | Principle Wealth Partners Llc | 1.338 | 0,00 | 552 | 2,60 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 172 | 0,58 | 63 | -10,00 | ||||
| 2026-02-13 | 13F | Platform Technology Partners | 1.391 | 0,00 | 574 | 2,68 | ||||
| 2026-01-29 | 13F | Concord Wealth Partners | 531 | -1,67 | 219 | 0,92 | ||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 577 | 238 | ||||||
| 2026-02-12 | 13F | Hollencrest Capital Management | 3.420 | -14,50 | 1.412 | -12,31 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Cornerstone Financial Management LLC | 13.017 | 5.373 | ||||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 5.000 | -3,36 | 2.064 | -0,86 | ||||
| 2026-01-20 | 13F | Hubbell Strickland Wealth Management, LLC | 1.117 | -5,98 | 461 | -3,56 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 980 | 2,62 | ||||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 205 | 0,00 | 85 | 2,44 | ||||
| 2026-02-02 | 13F | Breakwater Investment Management | 12.236 | -1,91 | 5.051 | 0,62 | ||||
| 2026-02-05 | 13F | Owen LaRue, LLC | 3.255 | 48,09 | 1.344 | 51,92 | ||||
| 2025-11-17 | 13F | Harvest Investment Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Calton & Associates, Inc. | 2.871 | -4,59 | 1.185 | -2,15 | ||||
| 2026-02-13 | 13F | Carroll Investors, Inc | 1.500 | -3,29 | 619 | -0,80 | ||||
| 2026-02-06 | 13F | Cascade Financial Partners, LLC | 37.278 | 8,71 | 15.387 | 11,51 | ||||
| 2026-01-27 | 13F | Duncker Streett & Co Inc | 27 | -66,25 | 11 | -65,62 | ||||
| 2026-02-10 | 13F | Seven Springs Wealth Group, LLC | 657 | 0,00 | 271 | 2,65 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 1.707 | 1,67 | 627 | -9,52 | ||||
| 2026-01-27 | 13F | TFR Capital, LLC. | 961 | 2,67 | 397 | 5,32 | ||||
| 2026-02-05 | 13F | Plante Moran Financial Advisors, LLC | 116 | 0,00 | 48 | 2,17 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 2.201 | 809 | ||||||
| 2026-02-13 | 13F | Mill Creek Capital Advisors, LLC | 995 | 0,00 | 411 | 2,50 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 2.554 | 30,91 | 1.054 | 34,27 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 2.877 | -5,89 | 1.154 | -9,13 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 24.079 | -4,21 | 8.848 | -14,74 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 7.206 | 0,91 | 2.648 | -10,18 | ||||
| 2026-04-06 | 13F | Baring Financial LLC | 22.990 | 3,50 | 8.448 | -7,86 | ||||
| 2026-01-22 | 13F | Rodgers & Associates, LTD | 1.763 | 0,00 | 728 | 2,54 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 2.411 | -2,78 | 886 | -13,49 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 2.719 | -58,95 | 1 | -50,00 | ||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 19.509 | -1,76 | 7.168 | -12,54 | ||||
| 2026-02-04 | 13F | Mascoma Wealth Management LLC | 56 | 0,00 | 23 | 4,55 | ||||
| 2026-04-23 | 13F | Simmons Bank | 1.400 | 0,00 | 514 | -10,92 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 2.486 | -0,48 | 1.026 | 2,09 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 9.983 | 910,43 | 4.121 | 937,78 | ||||
| 2026-04-21 | 13F | Trevian Wealth Management LLC | 1.170 | 0,00 | 430 | -11,00 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 399 | 0,00 | 165 | 2,50 | ||||
| 2026-01-26 | 13F | Prosperity Financial Group, Inc. | 573 | 0,00 | 237 | 2,61 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 918 | 0,00 | 337 | -10,85 | ||||
| 2026-02-06 | 13F | Redmont Wealth Advisors Llc | 10 | 0,00 | 4 | 0,00 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 8.685 | 715 | ||||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 655 | 0,00 | 241 | -11,11 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 625 | 19,05 | 258 | 21,80 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 27.201 | -8,14 | 11.228 | -5,78 | ||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 2.311 | 3,35 | 849 | -7,92 | ||||
| 2026-01-29 | 13F | Aprio Wealth Management, LLC | 917 | 0,11 | 378 | 2,72 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 63 | 23 | ||||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 117 | 48 | ||||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 10.087 | 31,09 | 4.118 | 31,06 | ||||
| 2026-02-10 | 13F | Oxford Wealth Group, LLC | 9.495 | 3.919 | ||||||
| 2026-04-06 | 13F | CX Institutional | 74.199 | -48,37 | 27 | -54,24 | ||||
| 2026-02-13 | 13F | Kensington Asset Management, LLC | 261.800 | 0,00 | 108.909 | 3,37 | ||||
| 2026-02-05 | 13F | Guardian Capital, LLC | 2.546 | 1.051 | ||||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 11 | 0,00 | 4 | -25,00 | ||||
| 2026-01-26 | 13F | Elevation Capital Advisory, LLC | 13.049 | -52,07 | 5.386 | -50,84 | ||||
| 2026-01-27 | 13F | Summit Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Cowa, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 2.097 | -14,72 | 771 | -24,14 | ||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 1.554 | 0,00 | 571 | -11,08 | ||||
| 2026-02-13 | 13F | Truvestments Capital Llc | 220 | 0,00 | 91 | 2,27 | ||||
| 2026-02-12 | 13F | Titleist Asset Management, Llc | 838 | 2,07 | 346 | 4,55 | ||||
| 2026-02-10 | 13F | Linscomb & Williams, Inc. | 911 | 376 | ||||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 60 | 0,00 | 25 | 0,00 | ||||
| 2025-11-04 | 13F | L.m. Kohn & Company | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Zhang Financial LLC | 49.269 | 3,12 | 20.337 | 5,77 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 1.031 | 15,71 | 379 | 3,00 | ||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 742 | -0,54 | 306 | 2,00 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 168 | 33,33 | 62 | 17,31 | ||||
| 2026-02-10 | 13F | Measured Wealth Private Client Group, LLC | 1.650 | -8,74 | 681 | -6,33 | ||||
| 2026-02-13 | 13F | Capstone Wealth Management Group, Llc | 31.833 | 2,38 | 13.140 | 5,01 | ||||
| 2026-02-10 | 13F | Belvedere Trading LLC | Put | 1.000 | 413 | |||||
| 2026-02-09 | 13F | Glenview Trust Co | 1.036 | -10,77 | 428 | -8,57 | ||||
| 2026-02-10 | 13F | Belvedere Trading LLC | Call | 600 | 248 | |||||
| 2026-02-13 | 13F | Barclays Plc | 655 | 37,32 | 270 | 41,36 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 1.785 | -0,45 | 656 | -11,49 | ||||
| 2026-02-10 | 13F | One Capital Management, LLC | 8.050 | 8,56 | 3.323 | 11,36 | ||||
| 2026-02-19 | 13F | Invesco Ltd. | 837 | -8,72 | 346 | -6,50 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 3.855 | -1,38 | 1.417 | -12,21 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 2.456 | -2,54 | 1.014 | -0,10 | ||||
| 2026-02-04 | 13F | Dogwood Wealth Management LLC | 22 | 0,00 | 9 | 12,50 | ||||
| 2026-02-04 | 13F | Money Concepts Capital Corp | 7.374 | 1,37 | 3.044 | 3,96 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 283 | 0,00 | 117 | 2,65 | ||||
| 2026-02-13 | 13F | Maia Wealth LLC | 784 | -14,50 | 303 | -20,89 | ||||
| 2026-04-08 | 13F | Erickson Financial Group, LLC | 74.021 | 2,88 | 27.198 | -8,41 | ||||
| 2026-02-10 | 13F | Peak Retirement Planning, Inc. | 1.245 | 47,16 | 514 | 50,88 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 1.706 | -0,81 | 704 | 1,73 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 4.918 | -0,47 | 2.030 | 2,06 | ||||
| 2026-02-05 | 13F | Clarion Wealth Managment Partners, LLC | 892 | -0,11 | 368 | 2,51 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 15 | 0 | ||||||
| 2026-02-04 | 13F | Brio Consultants, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Cornerstone Advisors Asset Management, Inc | 488 | 202 | ||||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 115.369 | 15,03 | 47.621 | 17,99 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Call | 63.200 | 47,32 | 26.087 | 51,12 | |||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 2.324 | -11,77 | 854 | -21,53 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 10.701 | 14,36 | 4.417 | 17,32 | ||||
| 2025-11-13 | 13F | Wells Fargo & Company/mn | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 2.600 | 10,54 | 1.073 | 13,42 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 3.174 | -84,56 | 1.310 | -84,17 | ||||
| 2026-02-13 | 13F | Voya Financial Advisors, Inc. | 1.015 | 423 | ||||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Put | 12.300 | -0,81 | 5.077 | 1,74 | |||
| 2026-01-15 | 13F | Royal Fund Management, LLC | 21.591 | 22,60 | 8.928 | 25,79 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 1.453 | -16,83 | 534 | -22,42 | ||||
| 2026-01-28 | 13F | Glassman Wealth Services | 654 | 270 | ||||||
| 2026-02-12 | 13F | Philadelphia Trust Co | 32.500 | 0,00 | 13 | 0,00 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 14 | 0,00 | 5 | 0,00 | ||||
| 2026-02-10 | 13F | JMG Financial Group, Ltd. | 826 | 0,00 | 341 | 2,41 | ||||
| 2026-02-13 | 13F | Boreal Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 1.159 | -2,28 | 0 | |||||
| 2026-02-06 | 13F | Fortis Group Advisors, LLC | 2.222 | -3,98 | 902 | -7,40 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 2.304 | -4,87 | 951 | -2,36 | ||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 766 | 0,00 | 281 | -11,08 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 55 | 0,00 | 23 | 0,00 | ||||
| 2026-04-21 | 13F | Fingerlakes Wealth Management, Inc. | 28.184 | -3,81 | 10.356 | -14,38 | ||||
| 2026-04-23 | 13F | Wheelhouse Advisory Group LLC | 49.661 | 3,35 | 18.247 | -8,71 | ||||
| 2026-01-26 | 13F | PFG Investments, LLC | 1.648 | -8,50 | 680 | -6,08 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 847 | 0,00 | 350 | 2,65 | ||||
| 2026-02-18 | 13F | First Citizens Bank & Trust Co | 650 | 268 | ||||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 2.398 | 0,55 | 990 | 3,13 | ||||
| 2026-02-02 | 13F | Qrg Capital Management, Inc. | 958 | 395 | ||||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 18.311 | -8,87 | 7.558 | -6,53 | ||||
| 2026-02-12 | 13F | Hohimer Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 3.017 | 0,10 | 1.245 | 2,72 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 210.566 | -6,44 | 86.915 | 96.472,22 | ||||
| 2026-02-13 | 13F | Zinnia Wealth Advisory, LLC | 1.747 | 721 | ||||||
| 2026-01-30 | 13F | Camden Capital, LLC | 2.483 | 0,16 | 1.025 | 2,81 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 140 | 58 | ||||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Call | 12.500 | -35,90 | 5.160 | -34,26 | |||
| 2026-04-23 | 13F | Capital Investment Counsel, LLC | 2.255 | -25,03 | 829 | -33,28 | ||||
| 2026-02-17 | 13F | Angeles Investment Advisors, LLC | 218.340 | -39,42 | 90.124 | -37,86 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 8.590.832 | 1,03 | 3.546.038 | 3,63 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 501 | -86,17 | 207 | -85,86 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Put | 2.300 | -34,29 | 949 | -32,60 | |||
| 2026-02-13 | 13F | Tamar Securities, LLC | 486 | 201 | ||||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 6 | 0,00 | 2 | 0,00 | ||||
| 2026-02-12 | 13F | Saiph Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | First Command Advisory Services, Inc. | 554 | 13,99 | 229 | 16,92 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 110.129 | -1,65 | 45.458 | 0,87 | ||||
| 2026-01-20 | 13F | Ascent Group, LLC | 7.964 | -6,13 | 3.287 | -3,72 | ||||
| 2026-02-09 | 13F | MTM Investment Management, LLC | 120 | -14,29 | 50 | -12,50 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 34.676 | 126,08 | 14.313 | 131,90 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 12.188 | -2,89 | 5.031 | -0,40 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 509 | 0,00 | 210 | 2,94 | ||||
| 2026-02-13 | 13F | AlTi Global, Inc. | 3.823 | 1,57 | 1.578 | 4,16 | ||||
| 2026-02-24 | 13F | MidFirst Bank | 776 | 320 | ||||||
| 2026-04-16 | 13F | Swisher Financial Concepts, Inc. | 779 | 0,39 | 286 | -10,62 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 127 | 54,88 | 52 | 62,50 | ||||
| 2026-01-20 | 13F | Ethos Financial Group, LLC | 9.434 | -1,30 | 3.894 | 1,17 | ||||
| 2026-04-07 | 13F | Ethos Capital Management, Inc. | 3.294 | -21,50 | 1.210 | -30,14 | ||||
| 2026-04-22 | 13F | Monument Group Wealth Advisors, LLC | 1.022 | 0,00 | 376 | -10,93 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 66 | 0,00 | 27 | 3,85 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 804 | 0,88 | 310 | -5,49 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Retirement Income Solutions, Inc | 1.723 | 21,85 | 711 | 24,96 | ||||
| 2026-04-08 | 13F | Gladwyn Financial Advisors, Inc. | 21.418 | 11,59 | 7.870 | -0,67 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 4.150 | -1,38 | 1.713 | 1,12 | ||||
| 2026-01-27 | 13F | Portfolio Strategies, Inc. | 238.524 | -2,72 | 98.455 | -0,22 | ||||
| 2026-01-26 | 13F | David Kennon Inc | 1.604 | 8,16 | 662 | 11,07 | ||||
| 2025-11-12 | 13F | Park Square Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 457.187 | 3,68 | 188.714 | 6,35 | ||||
| 2025-10-30 | 13F | Twin Peaks Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Finward Bancorp | 6.388 | 0,74 | 2.347 | -10,32 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 19 | 0,00 | 7 | -14,29 | ||||
| 2026-02-09 | 13F | Jefferies Financial Group Inc. | 3.784 | -7,75 | 1.562 | -5,39 | ||||
| 2026-01-12 | 13F | Canvas Wealth Advisors, LLC | 1.363 | 0,00 | 563 | 2,18 | ||||
| 2026-01-28 | 13F | Kingswood Wealth Advisors, Llc | 3.552 | 95,59 | 1.466 | 100,82 | ||||
| 2025-11-13 | 13F | Connecticut Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 91.914 | 40,15 | 37.939 | 43,75 | ||||
| 2026-02-13 | 13F | Pitcairn Wealth Advisors LLC | 1.201 | 496 | ||||||
| 2026-01-22 | 13F | Evermay Wealth Management Llc | 300 | 0,00 | 124 | 2,50 | ||||
| 2026-01-28 | 13F | HB Wealth Management, LLC | 75.077 | -0,23 | 30.990 | 2,33 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 53.601 | -2,60 | 22.125 | -0,10 | ||||
| 2026-02-13 | 13F | Vontobel Holding Ltd. | 2.977 | -9,54 | 1.229 | -7,25 | ||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 3 | 1 | ||||||
| 2026-02-04 | 13F | First National Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 2.412 | 0,54 | 995 | 3,11 | ||||
| 2026-02-17 | 13F | XTX Topco Ltd | 8.606 | 3.552 | ||||||
| 2026-01-28 | 13F | Proathlete Wealth Management Llc | 11 | 0,00 | 5 | 0,00 | ||||
| 2026-01-28 | 13F | Clarity Financial LLC | 71.974 | 1,48 | 29.709 | 4,09 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 6.522 | -9,76 | 2.397 | -19,65 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 11.111 | 1,52 | 4.083 | -9,63 | ||||
| 2026-02-03 | 13F | Kassira Wealth Management LLC | 3.250 | 0,00 | 1.342 | 2,60 | ||||
| 2026-02-09 | 13F | Hartline Investment Corp/ | 2.685 | 0,00 | 1.108 | 2,59 | ||||
| 2026-01-21 | 13F | Greenleaf Trust | 693 | 286 | ||||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 893 | -0,11 | 328 | -11,11 | ||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 35.948 | -5,64 | 14.838 | -3,22 | ||||
| 2026-02-13 | 13F | Natixis | 356 | 0,00 | 148 | 4,23 | ||||
| 2026-02-10 | 13F | Baker Avenue Asset Management, LP | 1.316 | 7,52 | 543 | 10,37 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 542.393 | -14,28 | 199.297 | -23,69 | ||||
| 2026-04-08 | 13F | Wealth Science Advisors LLC | 17 | 7 | ||||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 30 | 12 | ||||||
| 2026-04-09 | 13F | Adirondack Capital Advisors, LLC | 3.271 | 0,00 | 1.202 | -11,04 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 2.478 | 0,24 | 911 | -10,78 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 15.532 | 23,89 | 5.707 | 10,28 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 22.967 | -5,90 | 9.480 | -3,48 | ||||
| 2026-02-11 | 13F | Prestige Wealth Management Group LLC | 2.562 | 0,00 | 1.058 | 2,52 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 2.000 | -2,15 | 826 | 0,36 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 2.346 | -0,38 | 862 | -11,23 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 10.215 | 11,15 | 4.216 | 14,01 | ||||
| 2026-04-17 | 13F | Nautilus Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Put | 5.200 | -8,77 | 2.146 | -6,41 | |||
| 2026-02-10 | 13F | Verus Capital Partners, Llc | 1.322 | 546 | ||||||
| 2026-02-10 | 13F | Weaver Consulting Group | 2.566 | -6,18 | 1.059 | -3,73 | ||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 2.936 | 0,00 | 1.079 | -10,98 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 40 | 0,00 | 15 | -12,50 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 12.600 | -19,75 | 5.201 | -17,68 | |||
| 2025-11-13 | 13F | Riggs Asset Managment Co. Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Prudent Man Investment Management, Inc. | 1.198 | 13,34 | 494 | 36,46 | ||||
| 2026-02-13 | 13F | Blueshift Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | MAI Capital Management | 7.694 | 4,74 | 3.176 | 7,41 | ||||
| 2026-02-13 | 13F | Pacific Center for Financial Services | 34.825 | 0,00 | 14.014 | 0,00 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 1.321 | -27,85 | 485 | -35,76 | ||||
| 2026-01-29 | 13F | DecisionPoint Financial, LLC | 14 | 6 | ||||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 490 | 8,65 | 202 | 11,60 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 2.991 | 0,00 | 1.099 | -11,02 | ||||
| 2026-01-27 | 13F | Tme Financial, Inc. | 3.588 | 23,43 | 1.481 | 26,60 | ||||
| 2026-02-13 | 13F | Clifford Group, LLC | 27.913 | 0,91 | 11.522 | 3,50 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 2.472 | 1.020 | ||||||
| 2026-02-05 | 13F | RiverFront Investment Group, LLC | 729 | 301 | ||||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 16.230 | 0,00 | 6.699 | 2,57 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 1.326 | -0,38 | 487 | -11,29 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 9.076 | -24,77 | 3.746 | -22,83 | ||||
| 2026-01-23 | 13F | Howard Capital Management Inc. | 1.264.663 | 0,00 | 522.015 | 2,57 | ||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 1.051 | -3,75 | 434 | -1,37 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 14.979 | 27,59 | 6.183 | 30,86 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Charles Schwab Investment Management Inc | 2.706 | -14,96 | 1.117 | -12,81 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 177 | 0,00 | 65 | -10,96 | ||||
| 2026-01-16 | 13F | Bangor Savings Bank | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Berger Financial Group, Inc | 11.805 | 12,72 | 4.873 | 15,61 | ||||
| 2026-02-02 | 13F | TCI Wealth Advisors, Inc. | 973 | 0,00 | 402 | 2,56 | ||||
| 2026-01-30 | 13F | AMG National Trust Bank | 830 | 0,00 | 343 | 2,40 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 472 | 0,00 | 173 | -10,82 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Cassaday & Co Wealth Management LLC | 3.671.203 | -1,29 | 1.515.363 | 1,25 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 5.577 | 91,65 | 2.302 | 96,58 | ||||
| 2026-04-08 | 13F | Sfm, Llc | 1.059 | 0,00 | 389 | -10,98 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 233.737 | 6,01 | 85.884 | -5,63 | ||||
| 2026-04-20 | 13F | Leeward Financial Partners, LLC | 946 | 0,00 | 348 | -11,03 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 28.752 | 5,54 | 11.868 | 8,25 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 1.143 | 0,00 | 420 | -11,04 | ||||
| 2026-01-29 | 13F | Quent Capital, LLC | 2.472 | -0,28 | 1.020 | 2,31 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 10.068 | 11,87 | 3.699 | -0,40 | ||||
| 2026-02-02 | 13F | New England Capital Financial Advisors LLC | 173 | 16,89 | 71 | 20,34 | ||||
| 2026-02-10 | 13F | Argent Trust Co | 5.177 | 23,94 | 2.137 | 27,14 | ||||
| 2026-02-17 | 13F | German American Bancorp, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Summit Investment Advisory Services, LLC | 2.122 | -2,53 | 780 | -13,25 | ||||
| 2026-04-16 | 13F | First Community Trust Na | 175 | 0,00 | 64 | -11,11 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 24.602 | 2,10 | 9.040 | -9,12 | ||||
| 2026-02-06 | 13F | Keystone Financial Group | 4.132 | 14,91 | 1.705 | 17,83 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 768 | 0,00 | 317 | 2,59 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 1.625 | -3,85 | 597 | -14,35 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 2.102 | -3,45 | 868 | -1,03 | ||||
| 2026-04-23 | 13F | Manchester Financial Inc | 745 | -5,93 | 274 | -16,26 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 5.526 | -2,85 | 2.281 | -0,35 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 250 | 0,00 | 103 | 3,00 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 159 | 66 | ||||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 283 | 117 | ||||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 2.024 | -39,92 | 835 | -38,38 | ||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 35 | 14 | ||||||
| 2026-04-20 | 13F | Bennett Associates Wealth Management | 33.191 | 11,36 | 12.196 | -0,88 | ||||
| 2026-04-21 | 13F | Sicart Associates LLC | 15.371 | 3,36 | 5.648 | -8,00 | ||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 65.821 | 17,93 | 27.169 | 20,97 | ||||
| 2026-02-12 | 13F | Wescott Financial Advisory Group, LLC | 2.467 | -0,68 | 1.018 | 1,90 | ||||
| 2026-02-13 | 13F/A | New England Private Wealth Advisors LLC | 1.438 | -11,18 | 594 | -8,91 | ||||
| 2026-02-13 | 13F | Alerus Financial Na | 26 | 0,00 | 11 | 0,00 | ||||
| 2026-04-09 | 13F | Teamwork Financial Advisors, LLC | 565 | -0,53 | 208 | -11,54 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 923 | 21,77 | 339 | 8,65 | ||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 44.646 | -2,09 | 18.432 | 0,46 | ||||
| 2026-02-04 | 13F | Oxbow Advisors, LLC | 3.920 | 0,00 | 1.618 | 2,60 | ||||
| 2026-02-19 | 13F | VCU Investment Management Co | 56.435 | 23.295 | ||||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 10.635 | -2,56 | 3.908 | -13,25 | ||||
| 2026-01-27 | 13F | Birch Hill Investment Advisors LLC | 1.151 | 0,00 | 475 | 2,59 | ||||
| 2026-01-30 | 13F | Heritage Investment Group, Inc. | 1.608 | 42,30 | 664 | 46,04 | ||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 868 | 0,00 | 358 | 2,58 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 93.820 | -32,44 | 34.647 | -39,64 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 20.074 | -3,17 | 7.376 | -13,80 | ||||
| 2026-02-13 | 13F | Van Eck Associates Corp | 41 | 0,00 | 0 | |||||
| 2026-04-17 | 13F | Matthew Goff Investment Advisor, LLC | 1.483 | 545 | ||||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 6.041 | -2,34 | 2.220 | -13,08 | ||||
| 2026-02-09 | 13F | Clearwater Capital Advisors, LLC | 3.116 | -0,51 | 1.286 | 2,06 | ||||
| 2026-02-17 | 13F | TCG Advisory Services, LLC | 6.439 | 6,98 | 2.658 | 9,70 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 12.081 | -1,23 | 4.987 | 1,30 | ||||
| 2026-02-02 | 13F | Woodard & Co Asset Management Group Inc /adv | 180 | 0,00 | 74 | 2,78 | ||||
| 2026-02-06 | 13F | Tanglewood Legacy Advisors, LLC | 200 | 0,00 | 83 | 2,50 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 171 | 0,00 | 63 | -11,43 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 4.286 | 0,00 | 1.769 | 2,61 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 586 | 242 | ||||||
| 2026-04-21 | 13F | Systelligence, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Nadler Financial Group, Inc. | 538 | 0,00 | 222 | 2,78 | ||||
| 2026-03-02 | 13F | Bank Of Hawaii | 8.156 | -3,45 | 3.367 | -0,97 | ||||
| 2026-04-21 | 13F | Echo Wealth Management, LLC | 3.138 | -11,71 | 1.153 | -21,35 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 54.205 | -6,56 | 19.917 | -16,81 | ||||
| 2026-04-20 | 13F | Oak Family Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 34.191 | -0,95 | 12.563 | -11,83 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 967 | -0,82 | 399 | 1,79 | ||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2.054 | -19,58 | 848 | -17,53 | ||||
| 2026-02-17 | 13F | DV Trading LLC | 410 | 169 | ||||||
| 2025-11-17 | 13F | Kestra Investment Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-08 | 13F | GSG Advisors LLC | 981 | 0,00 | 405 | 2,02 | ||||
| 2026-02-03 | 13F | Strategic Wealth Advisors LLC | 260 | 0 | ||||||
| 2025-11-14 | 13F | Skopos Labs, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Emissary Wealth LLC | 652 | 269 | ||||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 60 | 0,00 | 22 | -8,33 | ||||
| 2025-11-14 | 13F | Knightsbridge Asset Management, Llc | 17.997 | 163,50 | 7.242 | 189,56 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 44.599 | 0,06 | 18.441 | 2,65 | ||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 45 | 1.400,00 | 19 | 1.700,00 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 8.237 | 3,27 | 3.027 | -8,08 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 10.155 | 92,04 | 4.192 | 96,95 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 58.696 | -3,23 | 24.228 | -0,74 | ||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 944 | 390 | ||||||
| 2026-04-15 | 13F | Retireful, LLC | 939 | 13,41 | 361 | 4,65 | ||||
| 2026-02-04 | 13F | UNIVEST FINANCIAL Corp | 8.850 | 1.582,51 | 3.653 | 1.630,81 | ||||
| 2026-01-13 | 13F | SMI Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Wealthstar Advisors, Llc | 927 | 0,00 | 383 | 2,41 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 753 | 0,00 | 277 | -10,97 | ||||
| 2026-02-17 | 13F | Garden State Investment Advisory Services LLC | 5.829 | 4,88 | 2.408 | 7,69 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 12.976 | -1,12 | 4.768 | -11,96 | ||||
| 2026-04-13 | 13F | Jackson Square Capital, Llc | 1.252 | 0,00 | 460 | -10,85 | ||||
| 2026-01-29 | 13F | Simon Quick Advisors, Llc | 995 | -6,57 | 411 | -4,21 | ||||
| 2026-02-12 | 13F | Adviser Investments LLC | 3.672 | -7,30 | 1.516 | -4,96 | ||||
| 2026-02-17 | 13F | BTG Pactual Asset Management US LLC | 93.608 | -0,47 | 34.276 | -0,47 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 11.457 | -4,65 | 4.210 | -15,12 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 65.414 | 11,42 | 24.039 | -0,82 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 3.467 | 379,53 | 1.431 | 375,42 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 1.012 | 0,30 | 418 | 2,71 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 610 | 7,21 | 224 | -4,27 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 97 | 0,00 | 40 | 2,56 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 10.205 | 3,83 | 4.213 | 6,50 | ||||
| 2026-01-20 | 13F | SOA Wealth Advisors, LLC. | 1.388 | 0,14 | 573 | 2,69 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 690 | -6,12 | 254 | -16,50 | ||||
| 2026-02-19 | 13F | Evansbrook LLC | 506 | 209 | ||||||
| 2026-02-06 | 13F | Forum Private Client Group LLC | 10.034 | -2,27 | 4.142 | 0,24 | ||||
| 2026-02-10 | 13F | Shepherd Financial Partners LLC | 1.059 | 0,00 | 437 | 2,58 | ||||
| 2026-04-23 | 13F | Eagle Wealth Advisors LLC | 8.809 | 5,27 | 3.237 | -6,28 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 12 | 100,00 | 0 | |||||
| 2026-01-27 | 13F | Vantagepoint Investment Advisers Llc | 875.123 | 4,94 | 361.225 | 7,64 | ||||
| 2026-02-12 | 13F | Alps Advisors Inc | 56.105 | -1,48 | 23.158 | 1,06 | ||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 998 | 412 | ||||||
| 2026-02-11 | 13F | Pettyjohn, Wood & White, Inc | 1.187 | 0,00 | 490 | 2,52 | ||||
| 2025-11-14 | 13F | Wood Tarver Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 6 | 2 | ||||||
| 2026-02-03 | 13F | BHK Investment Advisors, LLC | 78.877 | 4,28 | 32.558 | 6,96 | ||||
| 2026-02-09 | 13F | Blue Bell Private Wealth Management, Llc | 29 | 16,00 | 12 | 10,00 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 6.416 | 4,60 | 2.648 | 7,21 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3.871 | 38,30 | 1.422 | 23,12 | ||||
| 2026-01-29 | 13F | Facet Wealth, Inc. | 308.151 | 10,52 | 127.109 | 13,29 | ||||
| 2026-04-13 | 13F | Total Investment Management Inc | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Regions Financial Corp | 1.619 | -0,49 | 668 | 2,14 | ||||
| 2026-01-23 | 13F | Altfest L J & Co Inc | 1.985 | 0,00 | 819 | 2,63 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 10.349 | 3,44 | 3.803 | -7,92 | ||||
| 2026-02-17 | 13F | Capital Planning Advisors, LLC | 539 | 0,00 | 222 | 2,78 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-27 | 13F | Strategic Investment Solutions, Inc. /IL | 5.239 | -12,57 | 2.163 | -10,25 | ||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 681 | 0,00 | 281 | 2,55 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 6.520 | -2,16 | 2.624 | 7,50 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 11.249 | 4.527 | ||||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 5.506 | 2,19 | 2.023 | -9,04 | ||||
| 2026-04-22 | 13F | Fearless Solutions, LLC dba Best Invest | 6.193 | -2,55 | 2.275 | -13,27 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 7.022 | -16,38 | 2.899 | -14,23 | ||||
| 2026-01-14 | 13F | One Wealth Management Investment & Advisory Services, LLC | 616 | -3,14 | 254 | -0,39 | ||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 168.397 | 5,68 | 64.625 | -1,75 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 1.974 | -0,65 | 725 | -11,59 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Amara Financial, Llc. | 65.586 | -5,99 | 27.072 | -3,57 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 126.740 | -15,38 | 52.314 | -13,20 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 3.334 | 2,18 | 1.361 | -1,45 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 368.045 | 7,95 | 151.918 | 10,73 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 1.070 | -55,36 | 442 | -54,25 | ||||
| 2026-02-06 | 13F | Griffin Asset Management, Inc. | 7.096 | -9,70 | 2.929 | -7,40 | ||||
| 2026-02-04 | 13F | Win Advisors, Inc | 16.756 | 29,63 | 6.916 | 32,97 | ||||
| 2026-04-10 | 13F | Wealth Group Ltd | 1.005 | -5,63 | 369 | -15,95 | ||||
| 2026-02-10 | 13F | Evolution Wealth Management Inc. | 36 | 15 | ||||||
| 2026-02-10 | 13F | Sentinus, LLC | 1.348 | -5,34 | 557 | -2,97 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 6.535 | 11,86 | 2.401 | -0,41 | ||||
| 2026-02-06 | 13F | Gables Capital Management Inc. | 79 | 0,00 | 33 | 3,23 | ||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 1.823 | 0,05 | 753 | 2,59 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 19.609 | 4,01 | 7.205 | -7,40 | ||||
| 2026-01-29 | 13F | Quadcap Wealth Management, LLC | 23.368 | 4,39 | 9.648 | 7,09 | ||||
| 2026-02-02 | 13F | Robertson Stephens Wealth Management, LLC | 9.705 | 72,14 | 4.006 | 76,48 | ||||
| 2026-02-12 | 13F | Resurgent Financial Advisors LLC | 1.606 | 29,94 | 663 | 33,20 | ||||
| 2026-01-27 | 13F | Acute Investment Advisory, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 70.582 | 971,53 | 29.138 | 999,51 | ||||
| 2026-04-16 | 13F | Aurora Private Wealth, Inc. | 1.640 | 0,00 | 1 | |||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 1.711 | 1,78 | 629 | -9,38 | ||||
| 2026-02-10 | 13F | MidAtlantic Capital Management, Inc. | 6.206 | -0,23 | 2.562 | 2,32 | ||||
| 2026-02-04 | 13F | Tsfg, Llc | 5 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | Okabena Investment Services Inc | 25.603 | 43,78 | 10.568 | 47,49 | ||||
| 2026-02-13 | 13F | Beacon Capital Management, LLC | 156.226 | -5,53 | 64.486 | -3,10 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 589 | -19,86 | 216 | -28,71 | ||||
| 2026-02-13 | 13F | Excelsior Advisor Network LLC | 1.133 | 468 | ||||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 11.763 | -0,29 | 4.855 | 2,28 | ||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 3.410 | 3,55 | 1.408 | 6,19 | ||||
| 2026-01-29 | 13F | S.A. Mason LLC | 864 | 25,40 | 357 | 28,52 | ||||
| 2025-11-04 | 13F | Wallace Hart LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 2.470 | 0,69 | 1.020 | 3,24 | ||||
| 2026-02-09 | 13F | Smithfield Trust Co | 592 | 0,00 | 0 | |||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 55.471 | 1.269,65 | 22.897 | 1.305,52 | ||||
| 2026-04-24 | 13F | Means Investment Co., Inc. | 95.771 | -0,95 | 35.190 | -11,82 | ||||
| 2026-01-29 | 13F | Almanack Investment Partners, LLC. | 14.823 | 2.234,33 | 6.119 | 2.299,22 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 1.078 | 396 | ||||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 12.884 | -0,26 | 5.318 | 2,33 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 8.447 | -33,54 | 3.487 | -31,83 | ||||
| 2026-01-21 | 13F | Pacific Point Advisors, LLC | 1.526 | 0,00 | 630 | 2,44 | ||||
| 2026-02-14 | 13F | American Trust | 3.887 | 0,03 | 1.605 | 2,62 | ||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 37.649 | -1,49 | 15.540 | 1,04 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 8.277 | -9,53 | 3.416 | -7,20 | ||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 1.817 | -0,55 | 750 | 2,04 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 1.399 | 0,00 | 514 | -10,92 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 7.667 | 16,79 | 2.817 | 3,99 | ||||
| 2026-02-14 | 13F | POM Investment Strategies, LLC | 1 | 0,00 | 0 | |||||
| 2026-02-18 | 13F | Pacific Excel Wealth Advisors, Inc. | 4.953 | 2.044 | ||||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 335 | 39,58 | 138 | 42,27 | ||||
| 2026-01-30 | 13F | American Financial & Tax Strategies Inc | 17.602 | 1,06 | 7.265 | 3,67 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 3.436 | 0,12 | 1.418 | 2,68 | ||||
| 2026-04-16 | 13F | Petredis Investment Advisors Llc | 275.168 | 0,30 | 101.108 | -10,71 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 420 | 173 | ||||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 217 | 50,69 | 90 | 56,14 | ||||
| 2026-02-10 | 13F | DT Investment Partners, LLC | 92.213 | 3,12 | 38.063 | 5,77 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 1.072 | 0,94 | 394 | -10,27 | ||||
| 2026-01-12 | 13F | Kaydan Wealth Management, Inc. | 668 | -3,05 | 276 | -0,72 | ||||
| 2026-01-15 | 13F | Cherry Creek Investment Advisors, Inc. | 6.281 | -1,86 | 2.593 | 0,66 | ||||
| 2026-02-17 | 13F | Gotham Asset Management, LLC | 1.369 | 46,26 | 565 | 50,27 | ||||
| 2026-04-14 | 13F | Valicenti Advisory Services Inc | 20.733 | -0,58 | 8 | -12,50 | ||||
| 2026-02-13 | 13F | RFP Financial Group LLC | 5.158 | -42,49 | 2.129 | -34,13 | ||||
| 2026-02-13 | 13F | Kcm Investment Advisors Llc | 609 | 0,00 | 251 | 2,45 | ||||
| 2026-02-19 | 13F | Mcguire Capital Advisors Inc | 12 | 5 | ||||||
| 2025-11-13 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 1.943 | 0,00 | 802 | 0,00 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 9.006 | -4,58 | 3.717 | -2,13 | ||||
| 2026-01-14 | 13F | Onyx Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Mitchell Capital Management Co | 957 | 0,00 | 395 | 2,60 | ||||
| 2026-02-11 | 13F | Peachtree Investment Partners, LLC | 814 | 0,00 | 336 | 2,45 | ||||
| 2025-11-10 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 1.424 | 573 | ||||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 337 | 0,00 | 124 | -11,51 | ||||
| 2026-02-03 | 13F | Milestone Asset Management Group, LLC | 13.889 | 21,82 | 5.733 | 24,93 | ||||
| 2026-02-13 | 13F | Oarsman Capital, Inc. | 1.198 | -3,54 | 494 | -1,00 | ||||
| 2026-02-06 | 13F | Synergy Investment Management, LLC | 1.892 | -5,21 | 781 | -2,86 | ||||
| 2026-02-14 | 13F | Howe & Rusling Inc | 1.264 | 0,24 | 522 | 2,76 | ||||
| 2026-02-11 | 13F | Vestor Capital, Llc | 183 | -39,60 | 0 | |||||
| 2026-04-23 | 13F | First Pacific Financial | 622 | 0,16 | 228 | -10,94 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 229.470 | 3,62 | 94.719 | 6,29 | ||||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 1.180 | -2,16 | 434 | -12,88 | ||||
| 2026-02-02 | 13F | Wells Financial Advisors INC | 16.735 | -12,49 | 6.908 | -10,24 | ||||
| 2026-04-09 | 13F | Shearwater Capital LLC | 592 | 218 | ||||||
| 2026-02-13 | 13F | Veridan Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 27.482 | -4,44 | 11.344 | -1,99 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 736 | 4,69 | 270 | -6,90 | ||||
| 2026-02-05 | 13F | Td Private Client Wealth Llc | 8.801 | 4,40 | 3.633 | 7,08 | ||||
| 2026-02-17 | 13F | Fortune 45 LLC | 7.309 | 0,18 | 3.003 | 2,77 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 4 | 0,00 | 2 | 0,00 | ||||
| 2026-02-09 | 13F | Avalon Trust Co | 2.450 | 0,00 | 1.011 | 2,64 | ||||
| 2026-02-23 | 13F | Walser Wealth Management Company, A Ltd Liability Co | 575 | 237 | ||||||
| 2026-04-22 | 13F | Mindset Wealth Management, Llc | 1.330 | 0,00 | 489 | -10,95 | ||||
| 2026-02-17 | 13F | Lakeshore Financial Planning, Inc. | 1.533 | 2,47 | 633 | 4,98 | ||||
| 2026-04-14 | 13F | Well Done, LLC | 2.898 | 0,00 | 1.065 | -11,04 | ||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 1.700 | -16,67 | 702 | -15,24 | ||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 32.262 | -0,78 | 11.854 | -11,67 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 99 | 350,00 | 41 | 400,00 | ||||
| 2026-01-22 | 13F | Triad Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 2.095 | -6,85 | 770 | -17,13 | ||||
| 2026-04-23 | 13F | Ewa, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | New Republic Capital, LLC | 56 | 0,00 | 23 | 4,55 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 1.047 | -34,03 | 385 | -41,37 | ||||
| 2026-01-26 | 13F | Keystone Wealth Services, LLC | 721 | 18,78 | 298 | 21,72 | ||||
| 2026-01-21 | 13F | Townsend Asset Management Corp /nc/ /adv | 61 | 0,00 | 25 | 4,17 | ||||
| 2026-02-06 | 13F | Americana Partners, LLC | 2.467 | -69,15 | 1.018 | -68,37 | ||||
| 2026-02-09 | 13F | Green Square Capital Advisors Llc | 4.289 | 18,68 | 1.771 | 33,79 | ||||
| 2026-03-09 | 13F/A | CI Private Wealth, LLC | 9.210 | 66,40 | 3.802 | 70,68 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 201 | 0,00 | 74 | -10,98 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 203 | 45,00 | 75 | 29,82 | ||||
| 2026-02-17 | 13F | WFA of San Diego, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 21.112 | -44,22 | 7.757 | -9,03 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 6.914 | 26,49 | 2.854 | 29,74 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 10.645 | 7,14 | 3.911 | -4,63 | ||||
| 2026-02-06 | 13F | Lloyd Advisory Services, LLC. | 559 | 231 | ||||||
| 2026-01-28 | 13F | Leelyn Smith, LLC | 143.266 | -0,47 | 59.136 | 2,09 | ||||
| 2026-01-29 | 13F | UBS Group AG | 1.100.021 | 0,83 | 454.056 | 3,43 | ||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 15 | -85,58 | 6 | -88,10 | ||||
| 2025-11-10 | 13F | Dakota Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 3.794 | -19,57 | 1.566 | -17,49 | ||||
| 2026-02-13 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 13.232 | 17,63 | 5.462 | 20,66 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 2.667 | 914,07 | 1.101 | 947,62 | ||||
| 2026-04-07 | 13F | Plus Group Wealth Advisors LLC | 763 | 0,00 | 280 | -10,83 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 175 | 64 | ||||||
| 2026-02-13 | 13F | FF Advisors,LLC | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | Aventura Private Wealth, LLC | 67 | 0,00 | 28 | 3,85 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 22.525 | 1.000,93 | 9.298 | 1.028,28 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 3.985 | 70,15 | 2 | |||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 81.813 | 2,51 | 33.770 | 5,14 | ||||
| 2026-02-18 | 13F | Hershey Financial Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-23 | 13F | Mv Capital Management, Inc. | 192 | 0,00 | 79 | 12,86 | ||||
| 2026-04-07 | 13F | Hoffman, Alan N Investment Management | 12.921 | 2,49 | 4.748 | -8,76 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 7.889 | -2,95 | 3.256 | -0,46 | ||||
| 2026-01-27 | 13F | Fortis Capital Advisors, LLC | 1.756 | 0,00 | 725 | 2,55 | ||||
| 2026-02-09 | 13F | Mathes Company, Inc. | 15.790 | 0,00 | 7 | 0,00 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 3.874 | -0,44 | 1.599 | 2,17 | ||||
| 2026-04-23 | 13F | Investment Planning Advisors, Inc. | 3.785 | -0,71 | 1.391 | -11,63 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-05 | 13F | SPC Financial, Inc. | 20.902 | 8.411 | ||||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 4.187 | 1.538 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 10.134 | 29,81 | 3.767 | 16,91 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 22.956 | -35,83 | 8.435 | -42,88 | ||||
| 2026-01-20 | 13F | Raab & Moskowitz Asset Management LLC | 46.495 | -1,63 | 19.192 | 0,90 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Keb Asset Management, Llc | 1.235 | 0,00 | 454 | -11,00 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 3.778 | -6,35 | 1.560 | -3,94 | ||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 23 | 0,00 | 8 | -11,11 | ||||
| 2026-02-13 | 13F | JustInvest LLC | 3.436 | -0,49 | 1.418 | 1,87 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 13.749 | 22,93 | 5.052 | 9,42 | ||||
| 2026-04-14 | 13F | Spectrum Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Trexquant Investment LP | 806 | -5,73 | 333 | -3,49 | ||||
| 2026-04-16 | 13F | Farmers & Merchants Trust Co of Long Beach | 795 | -11,17 | 292 | -20,87 | ||||
| 2026-04-08 | 13F | Dover Advisors, Llc | 1.708 | -8,76 | 628 | -18,78 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Fielder Capital Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 8.573 | 3,44 | 3.150 | -7,92 | ||||
| 2026-02-13 | 13F | Horizon Investment Services, LLC | 9.906 | -0,17 | 4.089 | 2,38 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 38.171 | 1,18 | 15.756 | 3,78 | ||||
| 2026-02-11 | 13F | Strategic Advocates LLC | 12 | 5 | ||||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 1.063.914 | -33,34 | 439.152 | -31,63 | ||||
| 2026-01-28 | 13F | WMG Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Fundamentun, Llc | 50.732 | -6,14 | 20.941 | -3,72 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 880 | -1,68 | 323 | -12,47 | ||||
| 2026-01-30 | 13F | Citizens Financial Group Inc/ri | 3.018 | -21,96 | 1.246 | -20,04 | ||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 2.325 | 0,00 | 854 | -10,95 | ||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 94 | 0,00 | 39 | 2,70 | ||||
| 2026-02-17 | 13F | Perennial Investment Advisors, LLC | 1.044 | 0,19 | 431 | 2,63 | ||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 7.989 | 3,55 | 3.298 | 6,18 | ||||
| 2026-02-05 | 13F | Dana Investment Advisors, Inc. | 3.860 | 71,40 | 1.593 | 75,83 | ||||
| 2026-02-13 | 13F | Stark Wealth Management LLC | 910 | -0,33 | 376 | 12,28 | ||||
| 2026-04-23 | 13F | Bestgate Wealth Advisors, LLC | 1.971 | 0,00 | 724 | -10,95 | ||||
| 2026-04-10 | 13F | Sage Investment Advisers LLC | 1.455 | -12,03 | 541 | -20,82 | ||||
| 2026-02-20 | 13F | Larch Capital Partners Llc | 554 | 229 | ||||||
| 2026-02-17 | 13F | Strategic Investment Advisors / MI | 184.423 | 80.083,91 | 76.176 | 5,63 | ||||
| 2026-02-09 | 13F | Texas Capital Bank Wealth Management Services Inc | 33.103 | -0,08 | 13.664 | 2,49 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 189.729 | 4,28 | 78.314 | 6,96 | ||||
| 2026-02-03 | 13F | Retirement Planning Group | 786 | 4,94 | 324 | 7,64 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 514 | 212 | ||||||
| 2026-04-13 | 13F | Gradient Investments LLC | 686 | -19,77 | 252 | -28,90 | ||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-09 | 13F | White Lighthouse Investment Management Inc. | 1.763 | 0,00 | 728 | 2,54 | ||||
| 2026-01-13 | 13F | Synergy Financial Management, LLC | 718 | 296 | ||||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 9.032 | 0,66 | 3.319 | -10,40 | ||||
| 2026-02-06 | 13F | Orin Green Financial, LLC | 597 | 0,00 | 246 | 2,50 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 761.508 | -4,68 | 314.584 | -2,17 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 89 | 106,98 | 36 | 133,33 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 111 | 0,00 | 45 | 10,00 | ||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 6.123 | -9,77 | 2.528 | -7,44 | ||||
| 2026-02-13 | 13F | Pin Oak Investment Advisors Inc | 8 | 0,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | Crescent Grove Advisors, LLC | 4.335 | 0,00 | 1.789 | 2,52 | ||||
| 2026-01-21 | 13F | Jericho Financial, Llp | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Activest Wealth Management | 338 | 0,00 | 124 | -10,79 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 925 | 0,00 | 382 | 0,00 | ||||
| 2026-01-21 | 13F | Landaas & Co /wi /adv | 878 | -12,20 | 362 | -9,95 | ||||
| 2025-11-14 | 13F | Imprint Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Rolek Wealth Management LLC | 2.218 | 0,05 | 815 | -11,04 | ||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 1.266 | 79,07 | 523 | 83,80 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 1.895 | 0,00 | 782 | 2,62 | ||||
| 2026-02-12 | 13F | First International Bank of Israel Ltd. | 4.385 | 1,08 | 1.810 | 3,67 | ||||
| 2026-02-19 | 13F/A | Axxcess Wealth Management, Llc | 34.710 | 508,63 | 14.327 | 524,27 | ||||
| 2026-01-14 | 13F | ORG Wealth Partners, LLC | 14 | 0,00 | 6 | 0,00 | ||||
| 2026-02-11 | 13F | Francis Financial, Inc. | 6.415 | 0,00 | 2.648 | 2,52 | ||||
| 2026-02-24 | 13F | Bell Investment Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 9.904 | 6,40 | 4 | 0,00 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 9.626 | -4,90 | 3.973 | -2,46 | ||||
| 2026-04-14 | 13F | Palisade Asset Management, LLC | 860 | 0,00 | 316 | -11,02 | ||||
| 2026-02-25 | 13F | Tempo Wealth, LLC | 4.087 | 1.687 | ||||||
| 2026-01-22 | 13F | Westbourne Investments, Inc. | 4.219 | -1,17 | 1.741 | -3,39 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 200 | 0,00 | 73 | -10,98 | ||||
| 2026-02-17 | 13F | Prosperity Consulting Group, LLC | 2.837 | 3,28 | 1.171 | 5,97 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 11.707 | 4.302 | ||||||
| 2026-01-22 | 13F | Premier Path Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Bridgewater Advisors Inc. | 650 | 0,00 | 261 | -2,26 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 3.542 | 119,05 | 1.462 | 124,92 | ||||
| 2026-02-17 | 13F | Valley Financial Group, Inc. | 538 | -0,19 | 222 | 2,78 | ||||
| 2026-04-15 | 13F | Hilltop Wealth Advisors, Llc | 8.276 | -1,30 | 3.041 | -12,16 | ||||
| 2026-04-21 | 13F | SpringVest Wealth Management LLC | 1.125 | 0,00 | 413 | -10,99 | ||||
| 2026-04-23 | 13F | Bell Bank | 1.381 | 5,50 | 507 | -6,11 | ||||
| 2026-02-13 | 13F | Luminist Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Allied Investment Advisors, LLC | 734 | 0,00 | 303 | 2,37 | ||||
| 2026-02-12 | 13F | IFC Advisors LLC | 182.448 | -2,58 | 75.309 | -0,08 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 4.634 | 0,00 | 1.703 | -10,98 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 20.565 | -18,49 | 7.556 | -27,44 | ||||
| 2025-11-12 | 13F | Pitcairn Co | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Advisors Capital Management, LLC | 948 | 20,92 | 391 | 24,13 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 19.292 | -15,05 | 7.963 | -15,01 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 1.276 | 23,29 | 469 | 9,60 | ||||
| 2026-01-26 | 13F | Pennsylvania Capital Management Inc /adv | 30.548 | 16,17 | 12.609 | 19,16 | ||||
| 2026-02-13 | 13F | Apriem Advisors | 99.198 | 0,88 | 40.946 | 3,47 | ||||
| 2026-02-13 | 13F | Schroder Investment Management Group | 20.233 | 0,00 | 8.417 | 3,88 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 3.423 | 1,12 | 1.258 | -10,02 | ||||
| 2026-02-12 | 13F | Penserra Capital Management LLC | 42.090 | 17 | ||||||
| 2026-02-03 | 13F | Winch Advisory Services, LLC | 167 | 0,00 | 69 | 1,49 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 4.657 | 1.922 | ||||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 3.279 | 1 | ||||||
| 2026-02-17 | 13F | Align Financial, LLC | 162.219 | 162 | ||||||
| 2025-11-06 | 13F | Wealthstream Advisors, Inc. | 1.671 | 0,00 | 672 | 9,98 | ||||
| 2026-01-28 | 13F | Turtle Creek Wealth Advisors, LLC | 3.408 | 0,00 | 1.407 | 2,55 | ||||
| 2026-02-10 | 13F | Fort Sheridan Advisors Llc | 3.511 | 3,26 | 1.449 | 5,92 | ||||
| 2026-04-13 | 13F | Buska Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 1.487 | 1,78 | 614 | 4,25 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 4.481 | 9,43 | 1.850 | 12,26 | ||||
| 2026-04-22 | 13F | Mason & Associates, LLC | 855 | 0,00 | 314 | -10,80 | ||||
| 2026-02-13 | 13F | Financial Freedom, LLC | 1.367 | -2,50 | 564 | 0,00 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 1.246 | 26,75 | 458 | 12,84 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 1.597 | -0,81 | 659 | 1,85 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 2.028 | 7,42 | 745 | -4,36 | ||||
| 2026-02-11 | 13F | Strategic Financial Partners, Ltd. | 11.930 | -1,63 | 4.925 | 0,90 | ||||
| 2026-02-17 | 13F | Hansen & Associates Financial Group, Inc. | 638 | -84,36 | 252 | -85,20 | ||||
| 2026-02-13 | 13F | Beacon Financial Advisory LLC | 1.412 | -4,47 | 583 | -2,02 | ||||
| 2026-02-13 | 13F | Seneschal Advisors, LLC | 96 | 0,00 | 40 | 2,63 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 548 | 0,00 | 201 | -11,06 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Redwood Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Ridgepath Capital Management LLC | 2.496 | 0,00 | 1.004 | 0,00 | ||||
| 2026-02-13 | 13F | PCM Encore, LLC | 6.492 | 2.680 | ||||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 825 | 0,00 | 303 | -10,88 | ||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 529 | 218 | ||||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 1.375 | 18,64 | 568 | 21,67 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 3 | 1 | ||||||
| 2026-02-06 | 13F | Copia Wealth Management | 798 | -0,99 | 329 | 1,54 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 70 | 0,00 | 29 | 0,00 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 1.807 | -1,42 | 664 | -12,30 | ||||
| 2026-02-17 | 13F | Fmr Llc | 38.561 | 8,52 | 15.917 | 11,31 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Garton & Associates Financial Advisors LLC | 25 | 10 | ||||||
| 2026-02-02 | 13F | Estate Counselors, LLC | 825 | 341 | ||||||
| 2026-02-13 | 13F | Coco Enterprises, LLC | 792 | 0,00 | 327 | 2,19 | ||||
| 2026-04-14 | 13F | Rf&l Wealth Management, Llc | 855 | 0,00 | 314 | -10,80 | ||||
| 2026-02-10 | 13F | Avestar Capital, LLC | 3.450 | 0,88 | 1.424 | 3,49 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 70 | 0,00 | 26 | -10,71 | ||||
| 2025-11-14 | 13F | Financial Advisors Network, Inc. | 600 | 0,00 | 242 | 10,05 | ||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 2.144 | -4,63 | 885 | -2,10 | ||||
| 2026-02-17 | 13F | Mosaic Advisors LLC | 4.066 | 1.678 | ||||||
| 2026-02-17 | 13F | Jump Financial, LLC | 6.058 | 12,52 | 2.501 | 15,42 | ||||
| 2026-04-21 | 13F | Beaumont Asset Management, L.L.C. | 6.651 | -15,12 | 2.444 | -24,46 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 100 | 0,00 | 37 | -12,20 | ||||
| 2026-04-01 | 13F | Vigilare Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 1.442 | 35.950,00 | 595 | 59.400,00 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 48.945 | -3,55 | 20.203 | -1,07 | ||||
| 2026-02-12 | 13F | Waters Parkerson & Co., Llc | 1.206 | 498 | ||||||
| 2026-02-26 | 13F/A | Authentikos Wealth Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 290 | 0,00 | 107 | -10,92 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 447 | 164 | ||||||
| 2025-12-16 | 13F | Garde Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 411 | -4,20 | 170 | -1,74 | ||||
| 2026-03-04 | 13F | SHP Wealth Management | 598 | 247 | ||||||
| 2026-01-21 | 13F | Crews Bank & Trust | 35 | 0,00 | 14 | 0,00 | ||||
| 2026-04-24 | 13F | Gilliland Jeter Wealth Management LLC | 5.098 | 0,10 | 1.873 | -10,89 | ||||
| 2026-02-12 | 13F | Rik Saylor Financial, Inc. | 6.013 | -3,02 | 2.482 | -0,56 | ||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 23.923 | 12,66 | 7.805 | -8,66 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 45 | -95,28 | 19 | -95,30 | ||||
| 2026-01-15 | 13F | Sollinda Capital Management LLC | 4.749 | 147,34 | 1.960 | 153,89 | ||||
| 2026-01-29 | 13F | Calamos Wealth Management LLC | 635 | 0,00 | 262 | 2,75 | ||||
| 2026-04-22 | 13F | LifeSteps Financial, Inc. | 3.496 | -5,90 | 1.284 | -16,24 | ||||
| 2026-02-12 | 13F | Kovack Advisors, Inc. | 8.032 | 42,99 | 2.312 | 2,30 | ||||
| 2026-02-10 | 13F | KERR FINANCIAL PLANNING Corp | 651 | -9,46 | 252 | -14,63 | ||||
| 2026-02-11 | 13F | NFC Investments, LLC | 704 | 0,00 | 0 | |||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 4.555 | -1,39 | 1.674 | -12,22 | ||||
| 2026-01-23 | 13F | Legacy Advisory Services, LLC | 1.581 | -4,18 | 653 | -1,81 | ||||
| 2026-02-13 | 13F | Venture Visionary Partners LLC | 806 | 0,00 | 333 | 2,47 | ||||
| 2026-02-09 | 13F | Roundview Capital LLC | 1.522 | 0,07 | 628 | 2,78 | ||||
| 2026-02-05 | 13F | Stonebridge Financial Planning Group, LLC | 1.697 | -1,74 | 700 | 0,86 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 1.426 | 0,07 | 524 | -10,88 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 4.518 | -35,59 | 1.865 | -33,95 | ||||
| 2026-04-13 | 13F | Salem Investment Counselors Inc | 53.910 | -1,79 | 19.809 | -12,57 | ||||
| 2026-02-11 | 13F | Franklin Resources Inc | 1.169 | -4,65 | 483 | -2,23 | ||||
| 2025-11-06 | 13F | Center for Financial Planning, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 106.346 | -5,27 | 44 | -4,44 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 1.700 | -0,93 | 702 | 1,59 | ||||
| 2026-02-11 | 13F | Harpswell Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 12.986 | -1,41 | 4.772 | -12,25 | ||||
| 2026-02-11 | 13F | United Financial Planning Group LLC | 43 | 0,00 | 18 | 0,00 | ||||
| 2026-02-17 | 13F | Creative Planning | 136.011 | 0,59 | 56.141 | 3,17 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 1.835 | -18,98 | 757 | -16,90 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 1.759 | 1,85 | 654 | -8,29 | ||||
| 2026-02-11 | 13F | Modus Advisors, LLC | 357 | 147 | ||||||
| 2026-02-17 | 13F | Pennington Partners & Co., Llc | 1.329 | 0,00 | 549 | 2,43 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 2.651.172 | 11,69 | 1.094.325 | 14,56 | ||||
| 2026-02-12 | 13F | Colonial Trust Advisors | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | McMahon Financial Advisors, LLC | 1.572 | -4,44 | 578 | -15,02 | ||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 9.923 | -6,97 | 3.646 | -17,17 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 923 | 0,00 | 339 | -10,79 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 197 | -27,57 | 72 | -35,71 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 623 | -46,98 | 229 | -52,99 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 13.318 | -2,30 | 5.447 | -3,18 | ||||
| 2026-02-11 | 13F | Flagship Wealth Advisors, Llc | 1.506 | 233,92 | 622 | 243,09 | ||||
| 2025-11-04 | 13F | Legend Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Clarus Wealth Advisors | 54.724 | 1,17 | 20.472 | -8,60 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 1.320 | 66,04 | 545 | 70,53 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 19.074 | 0,17 | 7.873 | 2,74 | ||||
| 2026-01-22 | 13F | Bfsg, Llc | 71 | 0,00 | 29 | 3,57 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 354 | 30,15 | 0 | |||||
| 2025-11-03 | 13F | Townsquare Capital Llc | 1.003 | 9,26 | 404 | 19,94 | ||||
| 2026-02-03 | 13F | Channel Wealth Llc | 856 | -14,66 | 353 | -12,41 |
