MUB - iShares Trust - iShares National Muni Bond ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (ARCA)

iShares Trust - iShares National Muni Bond ETF
US ˙ ARCA ˙ US4642884146

Grundlæggende statistik
Institutionelle ejere 1642 total, 1636 long only, 0 short only, 6 long/short - change of 3,26% MRQ
Gennemsnitlig porteføljeallokering 0.5355 % - change of -11,70% MRQ
Institutionelle aktier (lange) 337.230.994 (ex 13D/G) - change of 7,78MM shares 2,36% MRQ
Institutionel værdi (lang) $ 33.478.169 USD ($1000)
Institutionelt ejerskab og aktionærer

iShares Trust - iShares National Muni Bond ETF (US:MUB) har 1642 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 337,230,994 aktier. Største aktionærer omfatter Bank Of America Corp /de/, Fmr Llc, Betterment LLC, Envestnet Asset Management Inc, Creative Planning, LPL Financial LLC, Fisher Asset Management, LLC, Wells Fargo & Company/mn, Morgan Stanley, and Mercer Global Advisors Inc /adv .

iShares Trust - iShares National Muni Bond ETF (ARCA:MUB) 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 23, 2026 is 107,33 / share. Previously, on April 24, 2025, the share price was 103,89 / share. This represents an increase of 3,31% over that period.

MUB / iShares Trust - iShares National Muni Bond 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.

MUB / iShares Trust - iShares National Muni Bond ETF Historical Put/Call Ratio
13D/G-arkivering

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

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

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Fil dato Form Investor Forrige
Aktier
Seneste
Aktier
Δ Aktier
(Procent)
Ejendomsret
(Procent)
Δ Ejerskab
(Procent)
2025-11-05 13G FMR LLC 14,213,112 22,165,426 55.95 6.00 52.79
13F og NPORT arkivering

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

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Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2026-04-22 13F Romano Brothers And Company 7.466 0,00 793 -0,88
2026-02-03 13F Ballast Advisors Llc 3.075 0,00 329 0,61
2026-04-09 13F Avenue 1 Advisors, LLC 108.068 -3,93 11.471 -4,79
2026-04-10 13F Centurion Wealth Management LLC 9.266 0,27 984 -0,61
2026-01-30 13F Sofi Wealth, Llc 631.789 9,35 67.671 9,98
2026-04-22 13F Atwater Malick LLC 2.094 0,00 222 -0,89
2026-04-21 13F Financial Consulate, Inc 1.275 5.971,43 135 6.650,00
2026-02-13 13F Archetype Wealth Partners 467.492 -4,14 50 -1,96
2026-04-13 13F 5T Wealth, LLC 5.357 82,65 569 80,89
2026-01-30 13F Axis Wealth Partners, LLC 2.745 2,73 294 3,52
2026-04-20 13F 25 Llc 76.870 8,75 8.160 7,77
2026-01-07 13F IMPACTfolio, LLC 80.456 6,59 8.618 7,20
2026-02-13 13F AlTi Global, Inc. 109.490 -21,91 11.728 -21,46
2026-02-17 13F Cahill Financial Advisors Inc 24.500 14,78 2.624 15,44
2026-02-13 13F Smartleaf Asset Management LLC 43.466 46,73 4.655 47,68
2026-02-13 13F Soros Fund Management Llc 241.400 0,00 25.856 0,58
2026-02-10 13F IFG Advisory, LLC 35.139 39,00 3.764 39,84
2026-02-28 13F NCM Capital Management, LLC 3.669 -9,70 393 -9,26
2026-02-02 13F Broussard Financial Group LLC 2.615 280
2026-02-13 13F Wells Fargo & Company/mn 9.936.446 -0,51 1.064.293 0,07
2025-11-07 13F Synovus Financial Corp 41.166 -1,52 4.384 0,37
2026-04-08 13F Miracle Mile Advisors, LLC 57.214 -63,35 6.073 -63,67
2026-02-13 13F Manufacturers Life Insurance Company, The 0 -100,00 0
2026-02-13 13F Karpus Management, Inc. 233 25
2026-01-26 13F Slow Capital, Inc. 202.919 9,71 21.735 10,35
2026-02-02 13F Ellis Investment Partners, LLC 3.913 -20,45 419 -19,89
2026-04-20 13F Friedenthal Financial 429 0,00 46 0,00
2026-02-10 13F Ellevest, Inc. 110.702 2,88 11.857 3,48
2026-04-17 13F/A Founders Financial Securities Llc 85.564 18,95 9.155 18,83
2026-04-08 13F Red Reef Advisors Llc 147 16
2026-01-20 13F Partners Wealth Management, Llc 1.953 0,00 209 0,97
2026-01-29 13F Spurstone Advisory Services, LLC 46 0,00 5 0,00
2026-04-16 13F Triad Wealth Partners, LLC 100.580 43,98 10.677 42,69
2026-01-16 13F Verus Wealth Management, Llc 117.216 1,46 12.555 2,05
2026-02-05 13F RiverFront Investment Group, LLC 13.778 0,00 1.476 0,55
2026-02-06 13F Envestnet Portfolio Solutions, Inc. 1.753.361 5,73 187.802 6,34
2026-02-06 13F Pnc Financial Services Group, Inc. 7.336.158 1,08 785.776 1,67
2026-02-09 13F Carl P. Sherr & Co., LLC 20.637 0,00 2.226 1,27
2026-01-30 13F Oakworth Capital, Inc. 2.969 -36,57 318 -36,14
2026-01-28 13F Proathlete Wealth Management Llc 63.461 9,64 6.812 10,50
2026-01-29 13F Quest 10 Wealth Builders, Inc. 1.560 1,36 167 2,45
2026-02-03 13F Sequoia Financial Advisors, LLC 1.766.391 3,61 189.198 4,22
2026-04-22 13F Aspire Private Capital, LLC 29.949 3,27 3.179 2,35
2026-01-27 13F Regions Financial Corp 178.770 -1,60 19.148 -1,02
2026-04-22 13F JNBA Financial Advisors 8.170 0,00 867 -0,91
2026-02-09 13F Interactive Financial Advisors 3.351 -0,92 359 -0,56
2026-04-23 13F Kohmann Bosshard Financial Services, LLC 6.205 -3,62 659 -4,50
2026-01-26 13F Key Capital Management, INC 9.953 1.066
2026-01-30 13F Sigma Planning Corp 90.725 -4,02 9.718 -3,46
2026-04-01 13F Bangor Savings Bank 9.970 0,00 1.058 -0,84
2026-04-15 13F Founders Grove Wealth Partners, Llc 10.299 2,45 1.093 1,58
2025-11-14 13F Binnacle Investments Inc 3.569 -2,81 380 -0,78
2026-04-08 13F Cadent Capital Advisors, LLC 5.443 0,52 578 -0,35
2026-01-20 13F Nvwm, Llc 4.568 -0,50 489 0,20
2026-02-17 13F Russell Investments Group, Ltd. 123.212 40,00 13.197 40,81
2026-02-12 13F von Borstel & Associates, Inc. 0 -100,00 0
2026-01-30 13F Activest Wealth Management 0 -100,00 0
2026-02-12 13F Strive Asset Management, LLC 0 -100,00 0
2026-02-11 13F MCF Advisors LLC 24.241 2,28 2.596 2,89
2026-04-09 13F VERITY Wealth Advisors 1.893 0,53 201 -0,50
2026-04-21 13F Yardley Wealth Management LLC 12.116 -1,16 1.286 -1,98
2026-02-02 13F GenTrust, LLC 45.849 -11,62 4.911 -11,12
2026-01-27 13F Duncker Streett & Co Inc 7.595 0,00 814 0,62
2026-02-13 13F United Bank 11.012 -30,88 1.179 -30,48
2026-02-02 13F Ashton Thomas Securities, Llc 0 -100,00 0
2026-02-06 13F Addison Advisors LLC 3 0,00 0
2026-02-11 13F MidWestOne Financial Group, Inc. 227.052 394,35 24.320 397,32
2026-01-27 13F WealthCollab, LLC 93.395 12,51 10.004 13,16
2026-01-23 13F Guidance Capital, Inc 10.847 -48,54 1.166 -48,63
2026-02-14 13F Silver Grove Financial Group, Inc. 15.447 4,06 1.655 4,68
2026-04-23 13F SevenBridge Financial Group, LLC 32.074 -7,03 3.442 -7,35
2026-01-23 13F Diversify Advisory Services, LLC 25.552 -3,92 2.750 -3,44
2026-02-12 13F StoneX Group Inc. 19.213 58,97 2.057 59,75
2026-04-16 13F Rockland Trust Co 0 -100,00 0
2026-02-03 13F Smith & Howard Wealth Management, LLC 92.350 2,82 9.892 3,41
2026-04-07 13F Hobart Private Capital, LLC 52.349 14,62 5.557 13,60
2026-01-27 13F Berger Financial Group, Inc 2.949 -22,21 316 -21,84
2026-02-13 13F SYM FINANCIAL Corp 25 0,00 3 0,00
2026-04-20 13F Inscription Capital, LLC 10.336 -2,15 1.097 -3,01
2026-01-21 13F Westfuller Advisors, LLC 125 1,63 13 0,00
2026-02-05 13F Thrivent Financial For Lutherans 360.674 2,11 39 2,70
2026-02-09 13F Integrity Alliance, Llc. 5.986 85,90 641 87,43
2026-02-17 13F Modern Wealth Management, LLC 23.243 27,79 2.490 28,56
2026-02-12 13F Litman Gregory Asset Management LLC 800 86
2026-02-12 13F Leigh Baldwin & Co., Llc 0 -100,00 0
2026-02-13 13F Capital Financial Group Inc\co\ /adv 15.882 1.701
2026-02-17 13F Warren Averett Asset Management, LLC 117.485 -5,75 12.584 -5,21
2026-02-12 13F Keystone Financial Services 12.344 1,89 1.322 2,48
2025-11-05 13F Lokken Investment Group LLC 2.571 -25,02 274 -23,74
2026-04-22 13F Shotwell Rutter Baer Inc 5.627 -5,33 597 -6,57
2026-03-04 13F Rehmann Capital Advisory Group 15.241 -17,73 1.632 -17,24
2026-02-09 13F Fisher Asset Management, LLC 10.713.817 10,16 1.147.557 10,80
2026-02-17 13F Captrust Financial Advisors 1.217.656 1,13 130.423 1,72
2026-01-07 13F Sagespring Wealth Partners, Llc 244.854 14,10 26.226 14,76
2026-02-12 13F Adviser Investments LLC 2.366.971 -1,19 253.526 -0,61
2026-01-26 13F Thomasville National Bank 2.322 249
2026-02-18 13F Caitlin John, LLC 338 -10,58 36 -10,00
2025-11-14 13F Wetherby Asset Management Inc 8.394 1,60 894 3,48
2026-03-11 13F Downshift Financial, LLC 2.854 308
2025-11-14 13F Elequin Capital Lp 0 -100,00 0
2026-04-06 13F CX Institutional 249.006 3,61 26 4,00
2026-04-20 13F CWA Asset Management Group, LLC 88.144 5,87 9.356 4,92
2026-02-11 13F Shared Vision Wealth Group LLC 12.559 14,15 1.352 14,29
2026-04-16 13F Capital Advisors, Ltd. LLC 11.020 14,34 1 0,00
2026-02-04 13F AIFG Consultants Ltd. 3.722 -4,24 399 -3,63
2026-02-04 13F Pandora Wealth, Inc. 1.000 0,00 107 0,94
2026-02-12 13F Summit Financial, LLC 81.508 7,98 8.730 8,61
2025-12-08 13F Tull Financial Group, Inc. 0 -100,00 0 -100,00
2026-04-08 13F Exchange Bank 51.505 0,25 5.467 -0,64
2026-01-20 13F Austin Private Wealth, LLC 35.051 -30,99 3.754 -30,58
2026-02-13 13F Sei Investments Co 5.268.267 12,28 564.285 12,93
2026-01-26 13F PFG Investments, LLC 7.668 -3,66 821 -3,07
2026-02-17 13F Stokes Family Office, LLC 28.531 5,90 3.056 6,52
2026-01-23 13F Smith, Moore & Co. 6.574 0,66 704 1,29
2026-02-17 13F Per Stirling Capital Management, LLC. 21.096 0,99 2.260 1,57
2026-01-20 13F Savvy Advisors, Inc. 272.482 36,95 29.186 37,75
2026-04-14 13F Prospera Financial Services Inc 57.691 3,91 6.124 2,98
2026-04-21 13F Sage Financial Management Group, Inc. 12.777 -0,58 1.356 -1,45
2026-02-03 13F NewEdge Wealth, LLC 94.333 -27,94 10.104 -27,85
2026-02-13 13F Meridian Wealth Partners, LLC 172.905 -13,59 18.520 -13,09
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 8.182 13,07 869 12,00
2026-02-09 13F Allen Capital Group, LLC 11.002 -3,60 1.178 -3,05
2026-04-15 13F Merit Financial Group, LLC 255.935 11,84 27.167 10,84
2026-02-11 13F Sunrise Financial Services, LLC 45 5
2026-02-17 13F Bank Of America Corp /de/ 37.349.821 11,26 4.000.539 11,91
2026-04-20 13F Focused Wealth Management, Inc 2.318 0,26 246 -0,40
2026-02-13 13F MAI Capital Management 34.226 69,52 3.666 70,54
2026-02-06 13F Eqis Capital Management, Inc. 0 -100,00 0
2026-02-12 13F Keel Point, LLC 9.492 2,31 1.017 2,83
2026-04-20 13F Greenup Street Wealth Management Llc 10.734 -15,81 1.139 -16,56
2026-02-12 13F SWAN Capital LLC 154 0,00 16 0,00
2026-02-05 13F Paulson Wealth Management Inc. 4.485 -26,00 480 -25,58
2026-01-23 13F FSM Wealth Advisors, LLC 17.575 -17,15 1.883 -16,65
2026-04-13 13F Physician Wealth Solutions Inc. 25.069 -0,04 2.661 -0,93
2026-02-10 13F Peapack Gladstone Financial Corp 243.190 12,02 26 13,04
2026-04-08 13F Erickson Financial Group, LLC 4.322 -1,05 459 -1,93
2026-01-30 13F Simplicity Wealth,LLC 78.413 -12,63 8.399 -12,13
2026-02-13 13F Kilter Group LLC 11 1
2026-02-06 13F Forum Private Client Group LLC 3.339 7,54 358 8,18
2025-11-13 13F Wells Fargo & Company/mn Call 0 -100,00 0 -100,00
2026-01-22 13F Castle Wealth Management Llc 2.916 0,00 312 0,65
2026-02-13 13F Police & Firemen's Retirement System of New Jersey 0 -100,00 0
2026-02-10 13F COFG Advisors, LLC 28.249 3.026
2026-04-16 13F Paladin Wealth, LLC 20.414 28,12 2.167 26,96
2026-04-08 13F Heritage Family Offices, LLP 4.864 72,42 516 70,86
2026-04-22 13F Fearless Solutions, LLC dba Best Invest 2.161 0,00 229 -0,87
2026-02-09 13F Frazier Financial Advisors, LLC 0 0
2026-02-02 13F Legacy Edge Advisors, LLC 237.517 25.440
2026-02-10 13F Argent Trust Co 2.997 -26,67 321 -26,21
2026-04-15 13F NorthAvenue LLC 295 -69,93 31 -70,48
2026-01-27 13F Leisure Capital Management 4.838 55,51 518 56,50
2026-02-17 13F Integrated Advisors Network LLC 172.613 5,57 18.489 6,18
2026-01-23 13F Bowman & Co S.C. 11.090 -5,05 1.188 -4,51
2026-04-16 13F Strategic Advisory Partners, Llc 709 75
2026-04-22 13F Clarity Wealth Development LLC 2.143 -1,24 227 -2,16
2026-04-15 13F Cranbrook Wealth Management, LLC 14.819 0,00 1.573 -0,88
2025-10-24 13F Hemington Wealth Management 10 0,00 0
2026-02-05 13F Lynx Investment Advisory 2.064 221
2026-04-23 13F Wheelhouse Advisory Group LLC 1.996 -9,52 212 -10,59
2026-04-10 13F Impact Capital Partners LLC 3.256 3,79 346 2,68
2026-01-26 13F Quadrant Private Wealth Management, LLC 5.696 610
2026-02-03 13F Vantage Financial Partners, LLC 5.366 5,90 575 6,49
2026-04-10 13F Armstrong Advisory Group, Inc 5.680 -21,31 603 -22,12
2026-01-21 13F Raleigh Capital Management Inc. 1.991 1.363,97 213 1.421,43
2026-04-21 13F Red Tortoise LLC 679 0,44 72 0,00
2026-04-13 13F Cogent Private Wealth, Inc. 6.900 0,00 732 -0,95
2026-04-14 13F LifeGoal Wealth Advisors 4.706 -27,14 500 -27,64
2026-02-11 13F Rise Advisors, LLC 0 -100,00 0
2026-01-30 13F W.G. Shaheen & Associates DBA Whitney & Co 0 -100,00 0 -100,00
2026-02-05 13F Clarion Wealth Managment Partners, LLC 5.590 -0,05 599 0,50
2026-02-17 13F High Falls Advisors, Inc 66.390 7,77 7.111 8,42
2026-04-13 13F Bouchey Financial Group Ltd 4.263 0,00 456 0,00
2026-01-23 13F Legacy Financial Strategies, LLC 74.929 2,93 8.026 3,52
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 25.168 54,34 2.672 52,98
2026-01-29 13F Dunhill Financial, LLC 27 1.250,00
2026-01-22 13F Vavra Capital Management, LLC 6.517 698
2026-02-13 13F Partners Capital Investment Group, Llp 30.959 1,07 3.316 1,66
2026-02-13 13F Level Four Advisory Services, Llc 28.149 1,19 3.015 1,79
2026-02-17 13F Cardiff Park Advisors, Llc 2.551 0,63 273 1,49
2026-02-17 13F NewSquare Capital LLC 5.804 -89,73 622 -89,68
2026-02-06 13F Cullen/frost Bankers, Inc. 55.359 1.674,33 5.929 1.685,84
2026-02-24 13F MidFirst Bank 33.282 3.565
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 7.652 97,68 812 96,14
2026-04-23 13F Farmers & Merchants Investments Inc 1.489 77,90 158 77,53
2026-04-21 13F Wesbanco Bank Inc 260.726 10,27 27.676 9,29
2026-01-20 13F Ethos Financial Group, LLC 25.241 -0,21 2.704 0,37
2026-02-03 13F Baker Boyer National Bank 2.560 0,00 274 0,74
2026-04-22 13F Evensky & Katz LLC 4.972 41,37 1
2026-02-02 13F Blalock Williams, Llc 2.239 13,71 240 14,35
2026-01-08 13F Signet Financial Management, Llc 7.252 34,15 777 34,96
2026-02-09 13F V. M. Manning & Co., Inc. 2.500 268
2026-02-17 13F Lazard Asset Management Llc 30.408 0,60 3.257 1,21
2026-04-06 13F Hiley Hunt Wealth Management 3.666 -0,78 389 -1,52
2026-04-13 13F Hm Payson & Co 4.312 0,00 458 -0,87
2026-01-12 13F Sentinel Pension Advisors Inc 0 -100,00 0
2026-03-16 13F Osbon Capital Management Llc 0 -100,00 0
2026-02-20 13F Kovitz Investment Group Partners, LLC 26.391 -86,20 2.827 -86,12
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 220.186 -12,98 23.362 -13,76
2026-01-21 13F Fulton Breakefield Broenniman Llc 62.844 3,20 6.731 3,81
2026-04-09 13F Goelzer Investment Management, Inc. 2.069 0,00 220 -0,90
2026-02-09 13F Northstar Financial Companies, Inc. 4.793 67,18 513 68,20
2026-01-27 13F Elevate Wealth Advisory, Inc 6.103 0,00 654 0,62
2026-04-15 13F Occidental Asset Management, LLC 4.394 0,00 466 -0,85
2026-01-29 13F Comerica Bank 407.499 2,06 43.647 2,65
2026-04-20 13F Jfs Wealth Advisors, Llc 385.993 1,08 40.973 0,18
2026-02-17 13F Mercer Global Advisors Inc /adv 8.549.244 13,81 915.710 14,48
2026-01-23 13F Family Investment Center, Inc. 2.723 0,00 292 0,34
2025-11-06 13F CBIZ Investment Advisory Services, LLC 0 -100,00 0
2026-02-04 13F Valeo Financial Advisors, LLC 55.778 26,11 5.974 26,86
2026-04-10 13F Capital Advantage, Inc. 0 -100,00 0
2026-02-17 13F Harvey Capital Management Inc 0 -100,00 0
2025-10-31 13F First Command Advisory Services, Inc. 0 -100,00 0
2026-04-22 13F TPG Advisors LLC 13.398 0,00 1.422 -0,91
2026-02-06 13F Mach-1 Financial Group, Inc. 0 -100,00 0
2026-02-12 13F BRYN MAWR TRUST Co 7.588 658,80 813 666,04
2026-04-21 13F North Forty Two & Co. 10.381 -7,98 1.102 -8,86
2026-04-22 13F Vicus Capital 183.680 4,07 19.498 3,14
2026-04-07 13F Heartwood Wealth Advisors LLC 11.911 -2,50 1.264 -3,36
2026-02-09 13F Huntington National Bank 26.447 6,87
2026-02-13 13F Delos Wealth Advisors, LLC 2.065 0,00 221 0,91
2026-04-21 13F Oak Wealth Advisors LLC 11.028 -1,84 1.171 -2,74
2026-04-21 13F Topsail Wealth Management, LLC 40.729 21,09 4.323 20,02
2026-02-06 13F BlueStem Wealth Partners, LLC 3.764 -6,48 403 -5,84
2026-02-09 13F Harbour Investments, Inc. 10.847 -2,70 1.162 -2,19
2026-01-23 13F Inlight Wealth Management, LLC 445 28,99 48 30,56
2026-01-30 13F Durante & Waters, Llc 38.524 -1,00 4.126 -0,41
2026-02-12 13F Altiora Financial Group, LLC 0 -100,00 0
2026-02-05 13F Compass Financial Group, Inc. 10.637 -0,35 1.139 0,26
2026-04-16 13F Henrickson Nauta Wealth Advisors, Inc. 2.618 278
2026-04-07 13F First Citizens Financial Corp 2.434 29,74 258 29,00
2026-02-02 13F Robertson Stephens Wealth Management, LLC 128.103 8,50 13.721 9,14
2026-02-17 13F Creative Planning 13.555.369 2,76 1.451.916 3,36
2026-02-10 13F Syntegra Private Wealth Group, LLC 6.929 -2,90 742 -2,24
2026-04-13 13F Mkd Wealth Coaches, Llc 21.808 1,71 2.315 0,78
2026-04-23 13F Columbia Advisory Partners Llc 2.929 -17,61 311 -18,42
2026-02-10 13F DT Investment Partners, LLC 763 105,11 82 107,69
2026-01-12 13F VisionPoint Advisory Group, LLC 5.279 3,05 565 3,67
2026-04-17 13F 55 North Private Wealth, LLC 2.772 0,00 294 -0,68
2026-02-17 13F Lakeshore Financial Planning, Inc. 1.892 -3,81 203 -3,35
2026-02-10 13F Basepoint Wealth LLC 494 53
2026-01-16 13F Crewe Advisors LLC 215.722 3,08 23.106 3,67
2026-02-06 13F Bare Financial Services, Inc 53.313 52,51 5.710 53,41
2026-04-13 13F Arwa Llc 2.599 -23,13 278 -23,20
2026-04-21 13F Pflug Koory, LLC 510 0,39 54 0,00
2026-02-13 13F LiftPoint Family Wealth Advisors LLC 31.313 3.354
2026-04-17 13F Presilium Private Wealth, Llc 58.409 5,42 6.200 4,48
2026-04-15 13F Single Point Partners, LLC 129.797 0,21 13.778 -0,70
2026-04-17 13F Defined Wealth Management, Llc 2.043 0,74 217 -0,46
2026-04-20 13F Independent Wealth Network Inc. 3.555 5,93 377 5,01
2026-01-15 13F Saxony Capital Management, LLC 17.529 1.878
2026-02-05 13F Avantax Planning Partners, Inc. 502.707 9,57 53.845 10,21
2026-02-13 13F Financial Sense Advisors, Inc. 6.824 1,44 731 1,96
2026-02-03 13F Arcadia Wealth Management, LLC 25.605 3,01 2.743 3,59
2026-02-06 13F Vestmark Advisory Solutions, Inc. 167.945 -10,56 17.989 -10,04
2026-04-20 13F Sowell Financial Services LLC 8.295 4,88 881 3,90
2026-04-07 13F Twele Capital Management, Inc. 11.169 -0,39 1.186 -1,33
2026-04-16 13F True Vision MN LLC 55.118 17,17 5.851 16,12
2026-04-23 13F Harbour Investment Management Llc 5.370 0,00 570 -0,87
2026-02-04 13F Hirtle Callaghan & Co LLC 11.779 82,89
2026-02-12 13F Rossby Financial, LCC 2.122 8,99 227 9,66
2026-04-03 13F Investors Research Corp 139 0,00 15 0,00
2026-04-10 13F Insight Wealth Strategies, LLC 39.438 5,82 4.186 4,89
2026-04-06 13F Sincerus Advisory, LLC 52.415 22,90 5.564 21,78
2026-02-13 13F Ausdal Financial Partners, Inc. 13.226 -3,21 1.417 -2,68
2026-04-17 13F Stephenson National Bank & Trust 0 -100,00 0
2026-02-17 13F First Manhattan Co 2.354 252
2026-04-20 13F Leeward Financial Partners, LLC 40.967 0,35 4.349 -0,55
2026-01-23 13F Sage Mountain Advisors LLC 4.670 3,39 500 3,95
2026-02-12 13F Wescott Financial Advisory Group, LLC 3.470 -12,35 372 -11,88
2026-04-02 13F Stairway Partners, LLC 173.332 0,09 18.399 -0,80
2026-01-20 13F Stratos Wealth Partners, LTD. 259.988 13,56 27.847 14,23
2026-04-22 13F Janney Montgomery Scott LLC 233.162 11,59 25 9,09
2026-04-17 13F James J. Burns & Company, LLC 7.020 -2,11 745 -2,99
2026-04-23 13F Graver Capital Management, LLC 26.965 4,14 2.862 3,21
2026-04-17 13F First National Bank Sioux Falls 11.870 -5,43 1.270 -5,58
2026-01-23 13F Galvin, Gaustad & Stein, LLC 41.098 6,09 4.402 6,72
2026-02-13 13F Avid Wealth Partners LLC 36.821 -9,20 3.944 -8,68
2026-02-12 13F Principal Securities, Inc. 88.265 13,93 9.454 14,59
2026-04-22 13F Joel Isaacson & Co., LLC 60.169 27,78 6.387 26,63
2026-03-02 13F Clearwave Capital, LLC 2.238 240
2026-01-27 13F Sage Financial Group Inc 18.080 -9,97 1.937 -9,45
2026-02-17 13F Main Street Financial Solutions, LLC 17.005 -0,64 1.821 -0,05
2025-11-13 13F Quadrature Capital Ltd 0 -100,00 0 -100,00
2026-04-14 13F Beacon Investment Advisory Services, Inc. 134 14
2026-02-17 13F D. E. Shaw & Co., Inc. 74.906 -69,55 8.023 -69,37
2026-01-26 13F Keystone Wealth Services, LLC 16.171 -4,29 1.732 -3,72
2026-01-23 13F Gibbs Wealth Management 8.479 1,61 913 2,70
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-02-13 13F Graybill Bartz & Assoc Ltd 12.097 87,35 1.296 88,50
2026-01-27 13F Meritage Portfolio Management 13.065 -4,40 1.399 -3,85
2026-02-09 13F Green Square Capital Advisors Llc 3.411 -69,02 365 -68,26
2026-02-17 13F Fmr Llc 22.297.884 0,60 2.388.326 1,18
2026-02-17 13F Keebeck Wealth Management, LLC 74.241 18,68 7.952 19,37
2026-04-23 13F Conscious Wealth Investments, Llc 5.798 1,86 620 0,98
2026-01-16 13F Five Oceans Advisors 0 -100,00 0
2026-01-27 13F Rainey & Randall Investment Management Inc. 0 -100,00 0
2026-02-12 13F Andina Capital Management, LLC 0 -100,00 0
2026-04-21 13F Trust Co Of Virginia /va 16.446 42,54 1.746 41,30
2026-01-13 13F Stephens Consulting, LLC 7.398 0,00 792 0,64
2026-04-22 13F Sutton Place Investors Llc 5.251 -5,30 557 -6,07
2026-01-21 13F MBL Wealth, LLC 2.268 243
2026-02-12 13F Insigneo Advisory Services, Llc 5.123 549
2026-02-11 13F Premier Private Wealth Management LLC 2.548 274
2025-11-12 13F Clare Market Investments LLC 2.000 213
2026-02-23 13F Wealth Preservation Advisors, LLC 0 -100,00 0
2026-02-17 13F Northeast Financial Group, Inc. 151.489 9,78 16.227 10,42
2026-04-09 13F Cliftonlarsonallen Wealth Advisors, Llc 535.118 -8,06 56.803 -8,88
2026-02-13 13F Colony Group, LLC 1.198.803 15,30 128.125 15,67
2026-02-03 13F Sigma Investment Counselors Inc 4.434 0,00 475 0,42
2026-02-13 13F Plum Street Advisors, LLC 27.110 18,27 2.904 18,93
2026-01-27 13F Lodestar Private Asset Management Llc 8.442 -3,84 904 -3,21
2026-02-09 13F Clearwater Capital Advisors, LLC 134.078 -11,92 14.361 -11,40
2026-01-28 13F Kanawha Capital Management Llc 2.213 -4,94 237 -4,05
2026-04-07 13F/A Round Rock Advisors, LLC 2.665 0,00 285 0,71
2026-01-15 13F Capital Advisors Inc/ok 1.870 200
2026-02-05 13F AlphaCore Capital LLC 15.191 0,75 1.627 1,37
2026-02-02 13F Avidian Wealth Solutions, LLC 39.477 1,80 4.228 2,40
2026-02-04 13F Tsfg, Llc 7.846 1,19 1
2025-10-28 13F Country Trust Bank 0 -100,00 0
2026-04-13 13F Uptown Financial Advisors LLC 5.518 0,00 586 -1,02
2026-02-17 13F Ibex Wealth Advisors 0 -100,00 0
2026-02-13 13F Toroso Investments, LLC 39.960 0,00 4.280 0,85
2026-01-27 13F Fiscal Wisdom Wealth Management, LLC 3.440 1,47 368 1,10
2026-02-09 13F Millington Financial Advisors, LLC 1.917 -32,76 206 -32,46
2026-04-21 13F Narus Financial Partners, LLC 26.852 4,40 2.850 3,45
2026-02-17 13F Snowden Capital Advisors LLC 29.580 20,39 3.168 21,10
2026-04-02 13F Collective Family Office Llc 14.361 -7,20 1.524 -8,03
2026-04-15 13F BDFS Capital LLC 7.505 32,53 797 31,35
2025-11-13 13F Promus Capital, LLC 1.550 0,00 165 2,48
2026-04-14 13F Affiance Financial, LLC 9.473 -11,67 1.006 -12,46
2025-11-14 13F Polar Asset Management Partners Inc. 0 -100,00 0
2026-02-13 13F Neuberger Berman Group LLC 12.795 8,88 1.370 9,51
2026-01-30 13F Strategic Blueprint, LLC 42.358 -10,80 4.537 -10,28
2026-01-29 13F DecisionPoint Financial, LLC 0 -100,00 0
2026-01-29 13F Quent Capital, LLC 1.119 7,39 120 8,18
2026-04-13 13F Lee Financial Co 2.807 2,56 298 1,37
2026-01-13 13F ForthRight Wealth Management, LLC 9.337 0,00 1.000 0,60
2026-02-17 13F LMR Partners LLP Put 0 -100,00 0
2026-01-20 13F Independence Bank of Kentucky 11.617 -3,43 1.244 -2,81
2026-02-13 13F Mariner, LLC 2.048.932 9,10 219.461 9,74
2026-04-22 13F Bravera Wealth 1.226 0,00 130 -0,76
2026-04-13 13F Foster Group, Inc. 542.700 10,42 57.608 9,43
2026-02-17 13F Fairview Capital Investment Management, Llc 56.550 0,00 6.057 0,58
2026-04-20 13F Cardinal Strategic Wealth Guidance 177.441 -2,69 18.835 -3,56
2026-04-22 13F Kennedy Investment Group 0 -100,00 0
2026-01-29 13F D.a. Davidson & Co. 11.156 -10,23 1.195 -9,75
2026-01-27 13F Keeler & Nadler Financial Planning & Wealth Management 18.682 33,19 2.001 34,03
2026-02-09 13F Regimen Wealth, Llc 17.401 1,03 1.864 1,58
2026-02-06 13F Americana Partners, LLC 26.469 0,09 2.835 0,71
2026-01-13 13F Two West Capital Advisors LLC 10.266 3,21 1.100 2,71
2026-01-07 13F Innova Wealth Partners 2.250 -20,21 241 -20,00
2026-01-12 13F CVA Family Office, LLC 26.573 3,34 2.846 3,94
2026-02-05 13F Atria Investments Llc 99.125 21,91 10.617 22,63
2026-01-27 13F Sterling Investment Counsel, LLC 0 -100,00 0
2026-02-06 13F First Business Financial Services, Inc. 45.130 3,38 4.834 3,98
2026-04-15 13F Riversedge Advisors, Llc 13.189 -11,50 1.400 -12,28
2026-02-02 13F Partners in Financial Planning 55.813 10,56 5.978 11,20
2026-02-17 13F Power Wealth Management Llc 19.468 -1,33 2.085 -0,76
2026-01-23 13F Assetmark, Inc 3.067.392 5,65 328.548 6,27
2026-02-03 13F Apeiron RIA LLC 102.961 -1,51 11.054 -0,85
2026-02-05 13F Armor Investment Advisors, LLC 48.872 4,36 5.235 4,95
2026-02-13 13F Centerpoint Advisors, LLC 47 0
2025-11-14 13F Full Sail Capital, LLC 367.109 0,68 39.093 2,61
2026-02-06 13F Texas Bank & Trust Co 2.200 2,04 236 2,62
2026-02-10 13F Godfrey Financial Associates, Inc. 796 85
2026-04-13 13F LexAurum Advisors, LLC 13.350 18,83 1.417 18,48
2026-02-13 13F Arete Wealth Advisors, LLC 2.052 -6,34 0
2026-02-17 13F Raymond James Financial Inc 1.789.329 -21,92 191.655 -21,46
2026-04-21 13F PDS Planning, Inc 141.346 8,70 15.004 7,73
2026-02-05 13F Bessemer Group Inc 687.254 24,38 74 25,86
2026-04-23 13F Moss Adams Wealth Advisors LLC 17.909 -10,24 1.901 -11,04
2026-04-02 13F Crumly & Associates Inc. 17.885 -12,68 1.898 -13,45
2025-11-14 13F Capstone Investment Advisors, Llc 107.601 11.458
2026-01-26 13F Whittier Trust Co Of Nevada Inc 26.042 -19,48 2.797 -18,69
2026-02-23 13F Beaird Harris Wealth Management, LLC 41.078 2,47 4.400 3,07
2026-01-30 13F Arrien Investments, Inc. 6.283 0,00 673 0,45
2026-04-08 13F Capital Advisors Wealth Management, LLC 34.494 0,80 3.662 -0,11
2026-01-29 13F Kickstand Ventures, Llc. 2.538 0,00 272 0,37
2025-11-07 13F Ade, Llc 0 -100,00 0
2026-02-05 13F Florin Court Capital LLP 11.700 108,93 1.253 110,23
2026-01-29 13F ArborFi Advisors, LLC 6.228 12,50 667 13,24
2026-02-06 13F Planning Alternatives Ltd /adv 11.896 0,00 1.274 0,63
2026-01-27 13F Sterling Financial Planning, Inc. 16.354 -0,90 1.752 -0,34
2026-02-02 13F PKS Advisory Services, LLC 2.723 -21,07 292 -20,71
2026-02-02 13F Addison Capital Co 2.816 0,00 302 0,67
2026-02-04 13F Gray Private Wealth, LLC 7.332 0,00 785 0,64
2026-04-13 13F Massmutual Trust Co Fsb/adv 10.020 13,73 1.064 12,73
2026-01-30 13F Us Bancorp \de\ 5.229.521 -1,25 560.138 -0,67
2026-04-16 13F Intergy Private Wealth, LLC 3.906 11,00 415 10,11
2026-02-11 13F Real Talk Capital, LLC 6.807 -0,95 729 -0,27
2026-02-13 13F Pinnacle Wealth Planning Services, Inc. 4.178 0,00 448 0,68
2026-04-20 13F One + One Wealth Management, Llc 2.338 0,00 248 -0,80
2026-02-05 13F May Hill Capital, LLC 141.122 106,10 15.116 107,31
2026-02-05 13F 1st Source Bank 6.060 0,00 649 0,62
2026-02-06 13F Covestor Ltd 4.882 11,16 1
2026-04-08 13F Afg Fiduciary Services Limited Partnership 7.959 -3,80 847 -4,51
2026-02-17 13F Laird Norton Trust Company, Llc 254.305 175,13 27.239 176,75
2026-02-05 13F Rossmore Private Capital 2.500 100,00 268 100,75
2026-02-04 13F Nwam Llc 14.103 -34,34 1.515 -34,23
2026-04-10 13F Magnus Financial Group LLC 3.334 -57,68 354 -58,13
2026-02-09 13F Fidelis Capital Partners, LLC 3.299 7,15 353 7,95
2026-01-29 13F Cornerstone Investment Partners, LLC 16.300 -1,40 1.746 -0,85
2026-04-20 13F Provenance Wealth Advisors, LLC 5.086 0,00 540 -0,92
2026-04-21 13F Centennial Advisors, LLC 2.611 -44,29 277 -44,71
2026-02-13 13F Golden State Wealth Management, LLC 2.828 218,11 303 221,28
2026-04-16 13F Annex Advisory Services, LLC 6.637 -1,38 705 -2,22
2026-02-25 13F Thryve Wealth Management Llc 26.002 2.785
2026-02-17 13F Note Advisors, LLC 9.708 -4,64 1.044 -3,78
2026-01-06 13F Canal Capital Management, LLC 2.198 235
2026-02-17 13F Prosperity Consulting Group, LLC 61.751 21,79 6.614 22,50
2026-04-15 13F Iowa State Bank 4.235 2,64 450 1,81
2026-01-29 13F Guardian Asset Advisors, LLC 1.924 0,68 206 1,48
2026-02-11 13F Simplex Trading, Llc 22.387 2.398
2026-02-06 13F Synergy Investment Management, LLC 17.683 7,63 1.894 8,29
2026-02-10 13F MainStreet Investment Advisors LLC 10.735 7,51 1.150 8,09
2026-02-10 13F Lido Advisors, LLC 138.638 -1,25 14.798 -1,02
2026-01-20 13F Cooksen Wealth, LLC 13.473 -6,33 1.443 -5,75
2025-11-13 13F Obsidian Personal Planning Solutions LLC 2.168 -6,15 233 -3,32
2025-11-14 13F Verition Fund Management LLC 0 -100,00 0
2026-04-20 13F Naples Global Advisors, Llc 70.716 8,01 7.507 7,05
2025-11-12 13F Willow Creek Wealth Management Inc. 4.985 0,63 531 2,51
2026-02-13 13F Oarsman Capital, Inc. 10.758 -0,21 1.152 0,35
2026-04-09 13F Kwmg, Llc 17.638 -5,65 1.872 -6,49
2026-04-08 13F Sax Wealth Advisors, Llc 35.752 0,00 3.829 0,00
2026-04-08 13F First Heartland Consultants, Inc. 20.643 180,70 2.191 178,40
2026-04-20 13F Christensen, King & Associates Investment Services, Inc. 3.220 0,06 342 -0,87
2026-02-13 13F Financial Network Wealth Advisors LLC 469 0,86 50 2,04
2026-02-12 13F Commonwealth Equity Services, Llc 2.861.748 0,47 306.522 101.062,05
2026-01-21 13F Y.D. More Investments Ltd 160 0,00 17 0,00
2026-02-10 13F CFS Investment Advisory Services, LLC 32.407 0,56 3.471 0,12
2026-01-27 13F Beacon Bridge Wealth Partners, LLC 116.095 -1,86 12.435 -1,29
2026-02-02 13F JDM Financial Group LLC 356 38
2026-01-27 13F Journey Advisory Group, LLC 3.680 77,18 393 77,38
2026-02-17 13F Northern Trust Corp 22.992 5,34 2.463 5,94
2026-04-09 13F Chemistry Wealth Management LLC 3.490 0,00 370 -0,80
2026-04-15 13F Journey Strategic Wealth Llc 22.616 -2,89 2.401 -3,77
2026-01-29 13F Financial Life Planners 0 -100,00 0
2026-02-17 13F Cape Investment Advisory, Inc. 2.394 4,50 256 4,92
2026-04-17 13F Webster Bank, N. A. 8.097 -18,64 859 -19,34
2025-11-13 13F Certified Advisory Corp 0 -100,00 0
2026-01-21 13F Crux Wealth Advisors 6.478 6,79 694 7,28
2026-02-18 13F Financial Planning Fort Collins, LLC 57.798 6.191
2026-04-09 13F Wealth Alliance Advisory Group, LLC 3.716 0,00 394 -1,01
2026-02-10 13F Acorn Wealth Advisors, LLC 4.867 7,30 521 7,87
2026-04-20 13F Chatterton & Associates Inc. 20.453 33,48 2.188 33,33
2026-02-02 13F Everest Management Corp. 6.015 0,00 644 0,63
2026-02-14 13F Howe & Rusling Inc 612 66
2026-04-10 13F Summit Financial Consulting LLC 2.065 -10,99 219 -11,69
2026-04-21 13F Cambient Family Office, Llc 6.886 145,23 731 143,33
2026-02-12 13F SVRN Asset Management, LLC 1.948 209
2026-02-04 13F Advisor OS, LLC 1.993 -20,31 213 -19,92
2026-02-11 13F Cypress Capital Group 15.600 9,86 1.671 10,45
2026-04-20 13F Brandywine Oak Private Wealth Llc 91.210 21,76 9.682 20,67
2026-01-16 13F Forte Asset Management Llc 16.636 -0,24 1.782 0,34
2026-04-08 13F Lineweaver Wealth Advisors, LLC 21.201 2,05 2.251 1,12
2026-04-21 13F Magnolia Private Wealth, LLC 8.937 121,82 949 119,95
2026-02-05 13F Center for Financial Planning, Inc. 3.521 0,00 377 0,80
2026-02-11 13F Dearborn Partners Llc 2.581 0,27 276 0,73
2026-04-16 13F Quotient Wealth Partners, LLC 298.694 4,79 31.706 3,86
2026-02-17 13F Wellington Management Group Llp 0 -100,00 0
2026-02-09 13F Roundview Capital LLC 8.339 -6,05 893 -5,50
2026-02-04 13F Rock Point Advisors, LLC 6.811 -1,80 730 -1,22
2026-02-02 13F Peregrine Asset Advisers, Inc. 6.239 -13,65 668 -13,13
2026-02-17 13F Ameriflex Group, Inc. 771 -50,00 83 -50,00
2026-04-07 13F Signaturefd, Llc 1.126.750 -3,16 119.605 -4,03
2026-01-29 13F Sanctuary Advisors, LLC 339.913 10,73 36.408 11,38
2026-01-22 13F TSA Wealth Managment LLC 8.704 22,83 932 23,61
2026-02-20 13F Waterford Advisors, LLC 0 -100,00 0
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 492.231 -40,07 52.418 -40,59
2026-02-10 13F Meramec Financial Planners, LLC 700 75
2026-04-20 13F Surience Private Wealth Llc 15.508 630,82 1.646 625,11
2026-01-21 13F Crews Bank & Trust 8.825 1,44 945 2,05
2026-02-10 13F Sittner & Nelson, Llc 66 7
2026-02-10 13F Cherry Tree Wealth Management, LLC 3.668 -0,24 393 0,26
2026-01-23 13F Beacon Harbor Wealth Advisors, Inc. 0 -100,00 0
2026-02-17 13F Spears Abacus Advisors LLC 0 -100,00 0
2026-01-21 13F Stock Yards Bank & Trust Co 12.601 9,66 1.350 10,30
2026-01-29 13F Elevated Financial Group LLC 3.472 372
2026-02-12 13F Nuveen, LLC 440.594 819,57 47.192 824,97
2026-02-17 13F Evercore Wealth Management, LLC 2.830 37,18 303 38,36
2026-04-14 13F Seven Mile Advisory 0 -100,00 0
2026-04-20 13F Eagle Strategies LLC 12.461 -7,92 1.323 -8,76
2026-02-12 13F Bank Of Montreal /can/ 572.680 18,38 61.340 19,07
2026-02-02 13F B.O.S.S. Retirement Advisors, LLC 10.933 -14,10 1.171 -13,58
2026-04-13 13F Professional Financial Advisors, LLC 24.261 13,87 2.575 12,84
2026-02-26 13F TD Capital Management LLC 38.161 -1,08 4.087 -0,51
2026-04-14 13F Spectrum Investment Advisors, Inc. 6.960 -18,93 739 -19,70
2026-04-23 13F Harbor Investment Advisory, Llc 510 5,81 54 5,88
2026-02-17 13F National Asset Management, Inc. 10.259 16,26 1.099 16,93
2026-04-23 13F Intrua Financial, LLC 4.411 0,00 468 -0,85
2026-02-11 13F Parallel Advisors, LLC 46.525 52,81 4.983 53,70
2026-04-20 13F First PREMIER Bank 200 0,00 0
2026-02-13 13F Kayne Anderson Rudnick Investment Management Llc 75.584 3,98 8.077 4,46
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0 -100,00
2026-01-29 13F Calamos Wealth Management LLC 18.394 242,72 1.970 245,01
2026-01-28 13F Salomon & Ludwin, LLC 215.345 7,68 23.115 8,65
2026-02-11 13F TCTC Holdings, LLC 0 -100,00 0
2026-02-10 13F Tidemark, LLC 115 0,88 12 0,00
2026-02-06 13F Kingdom Financial Group LLC. 196.934 208,91 21.094 210,74
2026-02-13 13F Morgan Stanley 8.576.961 6,01 918.678 6,63
2026-01-21 13F Signature Resources Capital Management, LLC 59 6
2026-04-08 13F Hummer Financial Advisory Services Inc 5.000 0,00 531 -0,93
2026-01-21 13F Flagship Harbor Advisors, Llc 17.521 -7,77 1.877 -7,27
2026-04-17 13F AdvisorNet Financial, Inc 18.973 0,09 2.014 -0,84
2026-04-07 13F Blueline Advisors Llc 2.392 215,98 254 212,35
2026-04-21 13F Northland Capital Management LLC 4.055 23,44 430 22,51
2026-01-22 13F Bartlett & Co. Wealth Management Llc 86.311 26,39 9.245 27,12
2026-01-23 13F Westside Investment Management, Inc. 46.338 30,31 4.963 31,09
2026-01-23 13F Rsm Us Wealth Management Llc 288.053 4,86 30.850 5,46
2026-02-11 13F Stirlingshire Investments, Inc. 8.241 883
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 14.708 1,11 1.561 0,19
2026-02-13 13F TRUE Private Wealth Advisors 2.803 0,00 300 0,67
2026-02-09 13F White Lighthouse Investment Management Inc. 24.100 0,86 2.581 1,45
2026-04-21 13F Waterway Wealth Management, LLC 175.740 -8,58 18.655 -9,40
2025-10-29 13F Tradewinds, LLC. 0 -100,00 0
2026-01-28 13F Mountain Capital Investment Advisors, Inc 3.403 366
2026-02-17 13F XTX Topco Ltd 10.293 -1,47 1.102 -0,90
2026-04-16 13F Birch Financial Group, Llc 14.107 -0,97 1.497 -1,84
2026-02-02 13F Cornerstone Planning Group LLC 20.855 0,76 2.248 1,17
2026-04-15 13F Valley National Advisers Inc 3.368 -9,78 0
2026-02-13 13F Integrity Financial Corp /WA 985 136,78 106 138,64
2026-01-12 13F AllSquare Wealth Management LLC 1.180 0,00 126 1,63
2026-01-26 13F West Wealth Group, LLC 5.128 -2,69 549 -2,66
2026-04-10 13F OMNI 360 Wealth, Inc. 2.768 1,88 294 0,34
2026-02-06 13F Orin Green Financial, LLC 88.995 -4,19 9.532 -3,63
2026-02-13 13F Stifel Financial Corp 618.998 2,48 66.301 3,07
2025-11-10 13F Lion Street Advisors, LLC 7.405 -5,93 859 4,38
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 986 -6,81 105 -7,96
2026-01-23 13F Journey Beyond Wealth, LLC 10.000 0,00 1.071 0,66
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-04-14 13F Precedent Wealth Partners, Llc 54.305 10,91 5.764 9,92
2026-04-15 13F Curbstone Financial Management Corp 46.992 12,31 4.988 11,31
2026-04-13 13F Creative Financial Designs Inc /adv 25.559 -3,25 2.713 -4,10
2026-01-21 13F Modera Wealth Management, LLC 215.092 3,84 23.039 4,45
2026-04-15 13F Hilltop Wealth Advisors, Llc 3.522 0,00 374 -1,06
2026-02-17 13F State Of Wisconsin Investment Board 607.800 0,00 65.101 0,58
2025-10-28 13F Copperleaf Capital, LLC 5.302 4,25 565 6,21
2025-11-04 13F IMC-Chicago, LLC 0 -100,00 0 -100,00
2026-04-17 13F Boston Private Wealth Llc 66.978 -13,60 7.110 -14,38
2026-02-13 13F First National Bank Of Omaha 3.715 398
2026-01-27 13F Horst & Graben Wealth Management LLC 3.269 1,02 350 1,74
2026-04-15 13F Sowa Financial Group, Inc. 10.021 0,18 1 0,00
2026-01-28 13F Aspen Wealth Strategies, LLC 5.899 12,88 632 13,49
2026-01-22 13F Bfsg, Llc 385 285,00 41 310,00
2026-02-09 13F Bleakley Financial Group, LLC 34.537 31,53 3.699 32,30
2026-01-21 13F Impact Investors, Inc 5.807 7,14 622 7,63
2026-04-15 13F Tenzing Financial LLC 21.862 8,14 2.339 8,04
2026-04-16 13F Ballast Rock Private Wealth LLC 8.726 112,52 926 110,93
2026-02-13 13F McAdam, LLC 48.619 20,94 5.208 21,63
2026-02-03 13F Investment Management Associates Inc /adv 0 -100,00 0
2026-02-11 13F Group One Trading, L.p. 9.825 1.052
2026-01-27 13F Alley Investment Management Company, LLC 131.111 0,10 14.043 0,68
2025-11-12 13F Mesirow Financial Investment Management, Inc. 0 -100,00 0
2026-01-21 13F Towercrest Capital Management 134.296 3,54 14.384 4,15
2026-02-12 13F Schneider Downs Wealth Management Advisors, LP 340.737 8,67 36.496 9,31
2026-02-12 13F Financial Engines Advisors L.L.C. 599.668 1,02 64.230 1,61
2026-02-13 13F Baird Financial Group, Inc. 328.222 -7,81 35.156 -7,28
2026-04-17 13F Union Savings Bank 2.297 11,34 244 10,45
2026-02-10 13F Vantus Wealth LLC 2.483 266
2026-01-14 13F Donaldson Capital Management, Llc 23.125 -0,21 2.477 0,36
2025-11-04 13F Pineridge Advisors LLC 1.273 -3,92 136 -2,17
2026-04-08 13F Cambridge Financial Group, LLC 2.246 -35,57 238 -36,19
2026-02-02 13F Horizon Investments, LLC 64.626 14,19 6.922 15,46
2026-01-26 13F Asset Dedication, LLC 3 0,00 0
2026-02-11 13F Truepoint, Inc. 11.182 6,44 1.198 7,07
2026-04-17 13F United Advisor Group, LLC 17.695 17,73 1.878 16,72
2026-02-17 13F LMR Partners LLP Call 343.200 36.760
2026-04-07 13F CoreCap Advisors, LLC 8.275 -1,45 878 -2,34
2026-01-23 13F Fortress Financial Group, Llc 2.270 0,00 243 0,83
2026-01-20 13F Philip James Wealth Mangement, LLC 3.388 -3,56 363 -3,21
2026-02-17 13F VestGen Advisors, LLC 25.376 67,20 2.718 68,13
2026-02-17 13F LMR Partners LLP 1.495.000 398,33 160.129 401,23
2026-02-12 13F Great Valley Advisor Group, Inc. 126.376 25,28 13.537 26,01
2025-11-14 13F Parallax Volatility Advisers, L.P. Put 0 -100,00 0 -100,00
2025-11-14 13F Parallax Volatility Advisers, L.P. Call 0 -100,00 0 -100,00
2026-02-10 13F Madison Wealth Partners, Inc 18.710 -2,67 2.004 -2,10
2025-11-14 13F Parallax Volatility Advisers, L.P. 0 -100,00 0
2026-04-22 13F Midwest Financial Group LLC 18.197 3,91 1.932 2,99
2026-04-15 13F Parsons Capital Management Inc/ri 4.284 54,55 455 53,38
2026-02-18 13F Veratis Advisors, Inc. 53.101 5.756
2026-02-10 13F SCS Capital Management LLC 154.146 -1,58 16.511 -1,01
2026-01-26 13F Whittier Trust Co 7.080 0,00 761 0,93
2026-04-15 13F Cypress Financial Planning Llc 12.982 6,23 1.378 5,35
2026-02-09 13F HBK Sorce Advisory LLC 7.586 -3,58 817 -3,09
2025-10-28 13F Pinnacle Financial Partners Inc 2.726 -81,63 290 -81,29
2026-02-06 13F Aviance Capital Partners, LLC 2.329 0,00 249 0,40
2026-04-13 13F IFP Advisors, Inc 36.471 10,57 3.871 9,57
2026-04-23 13F Caliber Wealth Management, LLC / KS 31.392 -48,90 3.332 -49,36
2026-02-11 13F Curtis Wealth Management Llc 9.126 983
2026-01-20 13F Stratos Wealth Advisors, LLC 20.151 5,75 2.158 6,36
2026-01-30 13F Bogart Wealth, LLC 1.677 0,00 180 0,56
2026-01-30 13F Wealthfront Advisers Llc 4.900.255 -2,75 524.866 -2,19
2026-02-17 13F Clark Capital Management Group, Inc. 2.066 221
2025-10-27 13F WealthPlan Investment Management, LLC 0 -100,00 0
2026-02-06 13F EverSource Wealth Advisors, LLC 3.929 -47,62 421 -47,37
2026-02-23 13F Investments & Financial Planning, LLC 8.879 5,09 951 5,78
2026-04-15 13F Braun-Bostich & Associates Inc. 4.822 0,50 512 -0,39
2026-02-09 13F Choate Investment Advisors 1.165.513 -4,66 124.838 -4,10
2026-02-17 13F Millennium Management Llc 13.163 -41,30 1.410 -41,00
2026-04-17 13F First Citizens Asset Management, Inc. 62.412 -31,19 6.625 -31,80
2026-02-09 13F Westover Capital Advisors, LLC 43.299 2,05 4.638 2,63
2026-01-26 13F AE Wealth Management LLC 449.804 13,11 48.179 13,77
2026-04-09 13F Park Place Capital Corp 3.865 0,39 410 -0,49
2026-01-27 13F Able Wealth Management LLC 4.658 14,59 499 15,28
2026-01-27 13F First Horizon Corp 40.275 27,46 4.314 28,21
2026-04-10 13F GEM Asset Management, LLC 5.383 0,52 571 -0,87
2026-02-09 13F Todd Asset Management Llc 15.648 1.676
2026-01-30 13F Smart Money Group LLC 30.855 14,75 3.305 15,40
2026-02-10 13F Colton Groome Financial Advisors, Llc 15.140 -1,78 1.622 -1,22
2025-11-12 13F Retirement Capital Strategies 0 -100,00 0
2026-04-10 13F Jacobson & Schmitt Advisors, Llc 10.924 2,28 1.160 1,40
2026-04-02 13F Hilltop National Bank 1.988 -48,59 211 -49,03
2026-01-21 13F MBA Advisors LLC 0 -100,00 0
2026-01-21 13F Palumbo Wealth Management LLC 3.387 363
2026-04-14 13F Act Wealth Management, Llc 8.791 34,23 933 33,10
2026-01-30 13F Wealth Management Resources, Inc. 43.464 -4,76 4.655 -4,20
2026-02-05 13F Blume Capital Management, Inc. 0 -100,00 0
2026-02-06 13F Summit Wealth Group, LLC 81.767 -1,51 8.758 -0,93
2026-02-13 13F American Century Companies Inc 88.600 0,00 9.490 0,57
2026-02-12 13F Zevin Asset Management Llc 20.576 2.204
2026-02-09 13F Unified Investment Management 2.850 0,00 305 0,66
2026-02-12 13F Haven Private, LLC 10.715 -2,94 1.148 -2,38
2026-04-21 13F RCS Financial Planning, LLC 23.315 50,54 2.475 49,22
2026-02-12 13F Johnson Financial Group, Inc. 45.119 -1,42 4.833 -0,84
2026-01-20 13F White & Co Financial Planning Inc 16.430 0,00 1.760 0,57
2026-04-03 13F Waller Financial Planning Group, Inc 26.953 3,31 2.861 2,40
2026-04-09 13F Diversified Management Inc 3.170 0,00 336 -0,88
2026-04-16 13F BridgePort Financial Solutions, LLC 4.566 0,00 485 -1,02
2026-02-13 13F Resources Investment Advisors, LLC. 773.469 3,49 82.846 4,09
2026-02-11 13F IMA Wealth, Inc. 1.076 14,96 115 16,16
2026-04-09 13F Veracity Capital LLC 9.165 -2,21 973 -3,09
2025-11-05 13F Burt Wealth Advisors 42.541 4,84 4.530 6,86
2025-11-14 13F Envision Financial Planning, LLC 0 -100,00 0
2026-04-22 13F Paul Damon & Associates, Inc. 12.429 5,08 1.319 4,19
2026-04-16 13F Brookstone Capital Management 159.577 13,83 16.939 12,81
2026-02-13 13F Gen-Wealth Partners Inc 24.931 38,61 2.670 39,43
2026-01-21 13F Heritage Oak Wealth Advisors Llc 2.972 0,00 318 0,63
2026-02-18 13F Crusonia Wealth Advisors LLC 15.649 1.676
2026-02-17 13F Fairscale Capital, LLC 0 -100,00 0
2026-02-19 13F CI Private Wealth, LLC 847.950 7,49 90.824 8,12
2026-04-13 13F Kelly Financial Services LLC 3.827 -54,39 406 -54,79
2026-04-23 13F Etesian Wealth Advisors, Inc. 7.386 -0,83 784 -1,63
2026-04-21 13F Old National Bancorp /in/ 6.907 -6,75 733 -7,57
2025-10-28 13F Hartford Financial Management Inc. 0 -100,00 0
2026-04-17 13F Legacy Wealth Partners, LLC 8.100 30,50 860 29,37
2026-02-17 13F Second Line Capital, LLC 2.277 244
2026-04-21 13F Unique Wealth, Llc 234.613 20,26 24.904 19,18
2026-04-21 13F Merkkuri Wealth Advisors LLC 3.698 14,28 393 13,29
2026-01-26 13F SeaBridge Investment Advisors LLC 7.761 0,10 831 0,73
2026-04-16 13F Evolve Private Wealth, Llc 12.298 22,04 1.305 20,95
2026-02-05 13F Noesis Capital Mangement Corp 4.323 7,46 463 8,18
2025-11-04 13F Guerra Advisors Inc 976 104
2026-02-11 13F Cedar Mountain Advisors, LLC 0 -100,00 0
2026-02-13 13F First Trust Advisors Lp 7.724 0,46 827 1,10
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 4.400 0,00 467 -0,85
2026-02-17 13F Crabel Capital Management, LLC 49.992 129,21 5.355 130,58
2026-01-23 13F Actinver Wealth Management, Inc. 1.896 203
2026-02-12 13F Hudock, Inc. 23.763 -7,76 2.545 -7,22
2026-02-09 13F Flagstone Financial Management 29.842 0,35 3.196 0,95
2026-02-04 13F HORAN Wealth, LLC 8.376 19,52 897 20,24
2026-02-11 13F Mattson Financial Services, LLC 19.454 26,67 2.084 27,40
2026-02-09 13F Heritage Wealth Management, Inc./Texas 90.664 -22,09 9.711 -21,63
2026-02-12 13F CIBC Private Wealth Group, LLC 128.303 1,89 13.743 2,48
2026-02-11 13F CNB Bank 300 0,00 32 3,23
2026-01-27 13F Rye Brook Capital LLC 4.400 0,00 0
2026-04-21 13F Tassel Capital Management, Inc. 6.184 0,00 656 -0,91
2026-02-06 13F Larson Financial Group LLC 34.375 23,45 3.682 24,15
2026-04-23 13F Accurate Wealth Management, LLC 2.502 -87,25 267 -87,36
2026-01-28 13F Core Wealth Management, Inc. 2.779 298
2026-02-13 13F Brown Advisory Inc 60.136 -7,15 6.441 -6,61
2026-04-20 13F City State Bank 18 0,00 2 0,00
2026-02-17 13F Twin Focus Capital Partners, Llc 4.635 0,00 496 0,61
2026-04-07 13F Orgel Wealth Management, LLC 2.677.093 2,34 284.173 1,42
2026-04-20 13F SILVER OAK SECURITIES, Inc 1.657 6,35 176 5,42
2026-01-30 13F Rogco, Lp 10.646 -0,56 1.140 0,00
2026-04-01 13F Confluence Investment Management Llc 31.662 5,78 3.361 4,80
2026-04-09 13F Firethorn Wealth Partners, Llc 5.493 -0,56 583 -1,35
2026-02-12 13F Jane Street Group, Llc Put 134.100 9,83 14.363 10,47
2026-04-15 13F Hengehold Capital Management Llc 26.181 11,58 2.779 10,58
2026-04-13 13F Woodside Wealth Management LLC 2.248 0,00 239 -0,83
2026-02-13 13F Barclays Plc Put 1.350.000 0,00 144.598 0,58
2026-02-12 13F Founders Financial Alliance, LLC 497 -16,47 53 -15,87
2026-02-11 13F Patron Partners Advisors, Llc 2.854 -9,02 306 -8,68
2026-02-02 13F Blake Schutter Theil Wealth Advisors, LLC 10.969 -0,63 1.175 -0,09
2026-02-05 13F Passive Capital Management, LLC. 13.649 0,10 1.462 0,69
2026-04-07 13F Fragasso Group Inc. 88.706 -1,33 9.443 -1,94
2026-04-17 13F Atlas Brown,Inc. 4.262 0,42 452 -0,44
2026-04-21 13F Davidson Investment Advisors 56.625 13,56 5.971 11,78
2025-11-07 13F Brightwater Advisory LLC 0 -100,00 0 -100,00
2026-02-13 13F Seaside Wealth Management, Inc. 53.462 -1,14 5.726 -0,57
2026-04-08 13F Canandaigua National Trust Co of Florida 4.569 2,24 485 1,26
2026-04-14 13F Sanchez Gaunt Capital Management, LLC 23.453 2.490
2026-04-20 13F Wall Capital Group, Inc. 2.926 311
2026-04-16 13F Envision Financial LLC 8.497 0,15 902 -0,77
2026-01-13 13F Stablepoint Partners, LLC 3.782 -4,13 405 -3,57
2026-02-10 13F Bridge Generations Wealth Management Llc 95.206 56,43 10.197 57,34
2026-02-17 13F GeoWealth Management, LLC 4.929 1,05 528 1,54
2026-02-04 13F Independent Advisor Alliance 22.366 2,20 2.396 2,79
2026-04-21 13F Shepherd Street Advisors LLC 3.191 1,01 339 0,00
2026-03-04 13F Hayek Kallen Investment Management 0 -100,00 0
2026-01-20 13F HBE Wealth Management, LLC 2.314 248
2025-10-30 13F Ridgewood Investments LLC 0 -100,00 0
2026-02-17 13F One Wealth Capital Management, Llc 73.739 3,76 7.898 4,36
2025-11-05 13F Concord Asset Management, LLC/VA 0 -100,00 0
2026-02-13 13F LGT Financial Advisors LLC 0 -100,00 0
2026-04-14 13F Patriot Investment Management Inc. 87.338 0,59 9.271 -0,31
2026-04-22 13F Stone House Investment Management, LLC 63.275 17,67 6.717 16,62
2026-04-14 13F Centerline Wealth Advisors, LLC 16.736 1.777
2026-02-25 13F Westshore Wealth, LLC 4.537 -10,30 486 -9,85
2026-04-13 13F Amplius Wealth Advisors, LLC 3.461 8,50 367 7,62
2026-04-23 13F Ellenbecker Investment Group 2.537 -3,39 269 -4,27
2026-02-13 13F Centiva Capital, LP Call 0 -100,00 0 -100,00
2026-04-06 13F Washington Trust Advisors, Inc. 900 0,00 96 -1,04
2026-02-10 13F Goldman Sachs Group Inc 1.081.078 -21,38 115.794 -20,92
2026-02-11 13F Endeavor Private Wealth, Inc. 16.150 27,40 1.730 28,17
2026-04-08 13F Leonard Rickey Investment Advisors P.L.L.C. 112.382 3,40 11.929 2,47
2026-01-29 13F Concurrent Investment Advisors, LLC 37.981 4,31 4.068 4,93
2026-01-14 13F ORG Partners LLC 35.277 0,10 3.779 0,75
2026-04-13 13F Stockman Wealth Management, Inc. 2.246 238
2026-02-03 13F Chesapeake Capital Corp /il/ 39.960 0,00 4.280 0,59
2026-04-21 13F Columbus Macro, LLC 1.953 -0,10 207 -0,96
2025-11-12 13F Compass Capital Corp /ma/ /adv 0 -100,00 0
2026-01-21 13F/A Efficient Advisors, LLC 2.471 -10,95 265 -10,51
2026-04-09 13F Baron Financial Group, LLC 2.420 0,00 257 -1,16
2026-04-20 13F Boston Standard Wealth Management, LLC 212.459 1,06 22.568 0,23
2026-02-11 13F Motley Fool Wealth Management, LLC 14.343 -4,39 1.536 -3,82
2026-04-15 13F Eaton Financial Holdings Company, LLC 2.787 -8,44 296 -9,51
2026-02-17 13F Capital Insight Partners, Llc 131.357 -11,15 14.070 -10,63
2025-11-14 13F Wolverine Trading, Llc Put 112.900 -45,88 12.015 -44,79
2025-11-14 13F Wolverine Trading, Llc 65.791 -12,97 7.001 -11,22
2025-11-14 13F Wolverine Trading, Llc Call 231.500 35,06 24.636 37,79
2026-02-09 13F Integrity Advisory Solutions, LLC 15.938 8,00 1.707 8,66
2025-11-06 13F Financial Advocates Investment Management 27.564 -42,65 2.935 -41,55
2026-04-16 13F Phillips Financial Management, Llc 36.418 -36,00 3.866 -36,59
2025-11-21 13F Forefront Analytics, LLC 0 -100,00 0 -100,00
2026-02-10 13F Rothschild Investment Llc 598 1.290,70 64 1.500,00
2026-04-21 13F Northern Lights Advisors, Inc. 12.625 -3,77 1.340 -4,63
2026-02-04 13F Dynamic Wealth Strategies, LLC 3.394 0,00 364 0,55
2026-01-29 13F Golden State Equity Partners 2.034 218
2026-02-13 13F Change Path, LLC 43.635 0,17 4.674 0,75
2026-04-08 13F Graves-Light Private Wealth Management, Inc. 16.553 0,04 1.757 -0,85
2026-04-22 13F Smallwood Wealth Investment Management, LLC 17.800 -0,67 1.889 -1,56
2026-02-12 13F Advisory Resource Group 2.909 -16,58 312 -16,17
2026-02-13 13F Icon Wealth Advisors, LLC 218.218 -2,20 23.373 -1,63
2026-02-13 13F Glen Eagle Advisors, LLC 209 12,97 22 15,79
2026-04-15 13F Horizon Financial Services, Llc 400 -8,88 42 -10,64
2026-02-13 13F Hurley Capital, LLC 176 1,15 19 0,00
2026-04-16 13F Smith Thornton Advisors LLC 6.095 0,00 647 -0,92
2026-04-20 13F Ritholtz Wealth Management 5.798 615
2026-01-15 13F Victory Financial Group, Llc 7.591 24,14 813 24,88
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