PAVE - Global X Funds - Global X U.S. Infrastructure Development ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (BATS)

Global X Funds - Global X U.S. Infrastructure Development ETF
US ˙ BATS ˙ US37954Y6730

Grundlæggende statistik
Institutionelle ejere 691 total, 691 long only, 0 short only, 0 long/short - change of 6,30% MRQ
Gennemsnitlig porteføljeallokering 0.3182 % - change of -15,28% MRQ
Institutionelle aktier (lange) 150.598.871 (ex 13D/G) - change of 7,87MM shares 5,51% MRQ
Institutionel værdi (lang) $ 6.692.454 USD ($1000)
Institutionelt ejerskab og aktionærer

Global X Funds - Global X U.S. Infrastructure Development ETF (US:PAVE) har 691 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 150,598,871 aktier. Største aktionærer omfatter Bank Of Montreal /can/, Bank Of America Corp /de/, Morgan Stanley, LPL Financial LLC, Harel Insurance Investments & Financial Services Ltd., Jpmorgan Chase & Co, CIBC Private Wealth Group, LLC, CIBC Bancorp USA Inc., Wells Fargo & Company/mn, and Envestnet Asset Management Inc .

Global X Funds - Global X U.S. Infrastructure Development ETF (BATS:PAVE) 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 56,10 / share. Previously, on April 28, 2025, the share price was 37,93 / share. This represents an increase of 47,90% over that period.

PAVE / Global X Funds - Global X U.S. Infrastructure Development 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.

PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF Historical Put/Call Ratio
13F og NPORT arkivering

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

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

Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2026-04-16 13F Henrickson Nauta Wealth Advisors, Inc. 14.042 714
2026-02-28 13F NCM Capital Management, LLC 5.006 0,00 239 0,42
2026-01-30 13F Sofi Wealth, Llc 14.163 27,42 677 27,79
2026-04-07 13F Comprehensive Financial Planning, Inc./PA 329 -20,72 17 -15,79
2026-04-17 13F PMG Wealth Management, Inc. 95.387 3,67 4.847 10,24
2026-02-02 13F Ellis Investment Partners, LLC 21.109 -1,30 1.009 -0,98
2026-02-13 13F Level Four Advisory Services, Llc 17.369 -14,73 830 -14,43
2026-04-27 13F Sound Income Strategies, LLC 1.054 -3,66 54 -3,57
2026-04-22 13F CrossGen Wealth, LLC 10.151 0,50 516 6,85
2026-02-05 13F AMJ Financial Wealth Management 6.994 334
2026-02-10 13F Adapt Wealth Advisors, Llc 214.036 4,81 10.229 5,16
2025-11-14 13F Strategic Wealth Partners, Ltd. 0 -100,00 0
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 6.028 306
2026-04-14 13F Congress Asset Management Co /ma 28.467 -4,77 1.446 1,26
2026-02-13 13F Mariner, LLC 878.453 -0,53 41.981 -0,19
2026-02-09 13F Arista Wealth Management, LLC 4.330 0,00 207 0,00
2026-04-14 13F Wealthcare Advisory Partners LLC 204.254 -0,43 10.378 5,87
2026-02-11 13F Provident Co of the Employees of the Hebrew University LTD 64.850 3.120
2026-02-17 13F IHT Wealth Management, LLC 182.221 17,39 8.815 19,22
2026-01-30 13F Pekin Hardy Strauss, Inc. 27.665 2,41 1.322 2,80
2026-01-12 13F Castleview Partners, Llc 11.864 -41,81 567 -41,71
2026-02-17 13F Citadel Advisors Llc 0 -100,00 0
2026-04-08 13F AAFMAA Wealth Management & Trust LLC 0 -100,00 0
2026-04-23 13F Farmers & Merchants Investments Inc 1.884 181,19 96 196,88
2026-01-30 13F Archer Investment Corp 516 0,00 25 0,00
2026-02-02 13F Cornerstone Planning Group LLC 0 -100,00 0
2026-02-13 13F Kilter Group LLC 5.170 0,00 247 0,41
2026-01-27 13F Mine & Arao Wealth Creation & Management, LLC. 15.417 -0,64 737 -0,41
2026-02-12 13F BRYN MAWR TRUST Co 800 0,00 38 0,00
2026-02-11 13F Tradition Wealth Management, LLC 11.524 0,00 551 0,36
2026-04-17 13F Hanson & Doremus Investment Management 537 0,00 0
2026-01-14 13F Global View Capital Management LLC 7.676 39,69 367 40,23
2026-02-17 13F Asset One Wealth Management LLC 9.080 467
2026-02-06 13F Cascade Financial Partners, LLC 152.446 13,50 7.285 13,88
2026-02-10 13F Evolution Wealth Management Inc. 2.443 0,00 117 0,00
2026-02-12 13F Principal Securities, Inc. 13.106 6,06 626 6,46
2026-01-27 13F Duncker Streett & Co Inc 43 0,00 2 0,00
2026-02-12 13F Kovack Advisors, Inc. 46.759 312,70 523 -2,97
2026-02-17 13F Raymond James Financial Inc 1.467.981 3,75 70.155 4,10
2026-02-13 13F Colony Group, LLC 566.157 1,22 27.011 1,39
2026-02-11 13F Sunrise Financial Services, LLC 759 36
2026-04-13 13F Whalen Wealth Management Inc. 0 -100,00 0
2026-04-23 13F Signature Securities Group Corporation 5.541 282
2026-04-20 13F Banque Cantonale Vaudoise 1.157 0,00 59 7,27
2026-02-09 13F Blue Bell Private Wealth Management, Llc 2.290 -1,29 109 -0,91
2026-04-06 13F CX Institutional 162.205 -35,51 8 -33,33
2026-02-10 13F WCG Wealth Advisors LLC 145.005 6.930
2026-02-12 13F Strive Asset Management, LLC 0 -100,00 0
2026-02-05 13F RiverFront Investment Group, LLC 1.494.057 3,46 71.401 3,79
2026-02-13 13F Centaurus Financial, Inc. 31.105 6,91 1 0,00
2026-04-20 13F Kestra Private Wealth Services, Llc 75.537 43,91 3.838 53,03
2025-11-12 13F Creekmur Asset Management LLC 323 0,31 15 7,14
2026-02-11 13F Invst, LLC 26.765 1,06 1.279 1,43
2026-02-11 13F LPL Financial LLC 7.627.988 4,67 364.542 5,02
2026-02-09 13F HBK Sorce Advisory LLC 0 -100,00 0
2026-01-28 13F Cabana Llc 0 -100,00 0
2026-02-12 13F Conservest Capital Advisors, Inc. 12.301 102,12 588 103,11
2026-04-07 13F Farther Finance Advisors, LLC 69.338 33,84 3.584 44,81
2026-02-05 13F Tucker Asset Management Llc 1.392 67
2026-02-10 13F IFG Advisory, LLC 8.491 406
2026-02-13 13F Intrepid Financial Planning Group LLC 25.764 2,90 1.231 3,27
2025-11-07 13F Synovus Financial Corp 11.272 15,61 537 26,65
2026-04-15 13F Merit Financial Group, LLC 83.786 -0,33 4.257 5,97
2026-01-20 13F Nvwm, Llc 43.412 1,00 2.075 1,32
2026-03-31 13F Sankala Group LLC 0 -100,00 0
2026-02-03 13F Harel Insurance Investments & Financial Services Ltd. 6.239.139 37,29 299 38,43
2026-04-10 13F Marshall Financial Group LLC 11.916 -95,20 605 -94,90
2026-02-12 13F Commonwealth Equity Services, Llc 1.079.818 -5,75 51.604 95.462,96
2026-04-17 13F/A Founders Financial Securities Llc 4.525 247
2026-02-03 13F Black Diamond Financial, LLC 0 -100,00 0
2026-04-20 13F Jfs Wealth Advisors, Llc 34.703 -3,31 1.763 2,80
2026-04-22 13F JNBA Financial Advisors 1.098 54,21 56 61,76
2026-02-10 13F Oxford Wealth Group, LLC 76.454 3.654
2026-04-21 13F Red Tortoise LLC 30 0,00 2 0,00
2026-01-27 13F Berger Financial Group, Inc 6.115 22,94 292 23,73
2026-01-30 13F Sigma Planning Corp 31.322 2,21 1.497 2,60
2026-01-30 13F Richardson Capital Management LLC 8.752 -0,93 418 -0,48
2026-04-14 13F Zrc Wealth Management, Llc 1.205 0,67 61 7,02
2026-04-21 13F Vise Technologies, Inc. 4.211 0,00 201 0,00
2026-02-05 13F Owen LaRue, LLC 38.756 34,84 1.852 35,28
2026-02-17 13F Mercer Global Advisors Inc /adv 624.954 2.031,13 29.867 2.039,40
2026-02-02 13F Benjamin Edwards Inc 25.827 6,83 1.234 7,21
2026-02-11 13F Waddell & Associates, Llc 1.917.540 1,34 91.639 1,68
2026-02-11 13F Cerity Partners LLC 10.820 -2,15 517 -1,71
2026-02-10 13F Holderness Investments Co 4.727 -0,34 226 0,00
2026-02-13 13F Pacific Center for Financial Services 446 0,00 21 0,00
2026-02-20 13F Sunbelt Securities, Inc. 2.042 0,00 98 0,00
2026-01-23 13F LOM Asset Management Ltd 940 0,00 45 -2,22
2026-04-13 13F Bank of New Hampshire 800 0,00 41 5,26
2026-04-21 13F WT Wealth Management 100.857 12,82 5.125 19,94
2026-04-08 13F Exchange Bank 10.894 63,79 554 74,45
2026-02-02 13F GenTrust, LLC 7.285 32,91 350 34,10
2026-03-24 13F Armis Advisers, LLC 43.502 41,34 2.132 43,96
2026-02-17 13F EFG International AG 83.500 3.990
2026-02-04 13F Ameritas Advisory Services, LLC 364.538 1.302,23 17.421 1.307,19
2026-04-24 13F Root Financial Partners, LLC 101 5,21 5 25,00
2026-04-22 13F Bravera Wealth 2.684 0,00 136 6,25
2026-01-23 13F Steigerwald, Gordon & Koch Inc. 273 0,00 13 0,00
2026-04-15 13F Purus Wealth Management, LLC 8.304 0,07 422 6,31
2026-02-12 13F Connecticut Wealth Management, LLC 0 -100,00 0
2026-01-22 13F Castle Wealth Management Llc 120.300 -3,24 5.773 -2,52
2026-02-12 13F LWM Advisory Services, LLC 13.724 6,57 656 6,85
2026-02-13 13F Transamerica Financial Advisors, Inc. 41.390 1.978
2026-02-13 13F Ausdal Financial Partners, Inc. 124.489 3,76 5.949 4,11
2026-02-11 13F Jpmorgan Chase & Co 4.736.398 30,47 226.353 30,91
2026-01-26 13F Grandview Asset Management LLC 10.640 -3,03 508 -2,68
2026-02-13 13F Van Eck Associates Corp 642.409 40,20 31 42,86
2026-02-03 13F Patten & Patten Inc/tn 0 -100,00 0
2026-02-03 13F McIlrath & Eck, LLC 50 0,00 2 0,00
2026-01-26 13F Mirae Asset Global Investments Co., Ltd. 572.300 5,98 27.350 6,34
2026-01-08 13F GSG Advisors LLC 7.758 0,00 371 0,27
2026-01-28 13F Old National Bancorp /in/ 0 -100,00 0
2026-02-04 13F Tsfg, Llc 1.815 -0,55 0
2026-02-13 13F Entrewealth, Llc 24.543 4,73 1.342 20,25
2026-01-30 13F Us Bancorp \de\ 48.454 13,93 2.316 14,32
2026-04-23 13F Harbor Investment Advisory, Llc 28.243 9,60 1.435 16,57
2026-02-10 13F Rothschild Investment Llc 206.396 10.700,42 9.864 10.738,46
2026-01-20 13F Stratos Wealth Partners, LTD. 473.975 -12,78 22.651 -12,48
2026-02-18 13F Sierra Capital LLC 16.305 0,00 1
2026-02-06 13F Mach-1 Financial Group, Inc. 0 -100,00 0
2026-01-27 13F Werba Rubin Papier Wealth Management 9.185 0,00 439 0,23
2025-11-07 13F Sierra Ocean, Llc 0 -100,00 0
2026-01-14 13F Kraft, Davis & Associates, LLC 4.454 226
2026-02-12 13F Jane Street Group, Llc Call 4.800 -9,43 229 -9,13
2026-01-21 13F Heritage Oak Wealth Advisors Llc 0 -100,00 0
2026-02-09 13F Kestra Investment Management, LLC 673.808 32.201
2026-01-20 13F Ntv Asset Management Llc 125.466 -1,38 5.996 -1,04
2026-02-10 13F Moors & Cabot, Inc. 5.052 5,34 241 5,70
2026-02-17 13F Aqr Capital Management Llc 14.572 83,04 696 83,64
2026-02-10 13F Bnp Paribas Arbitrage, Sa 9.024 -16,67 431 -16,31
2025-11-10 13F EverSource Wealth Advisors, LLC 0 -100,00 0 -100,00
2026-02-11 13F Vestcor Inc 8.895 4,71 0
2026-02-17 13F Northern Trust Corp 80.567 -11,65 3.850 -11,35
2026-02-09 13F Frazier Financial Advisors, LLC 219 0,00 10 0,00
2026-02-06 13F Great Diamond Partners, LLC 9.202 -1,26 440 -0,90
2026-04-07 13F Investment Partners Asset Management, Inc. 10.469 -3,43 532 2,51
2026-02-10 13F Savant Capital, LLC 12.472 2,76 598 3,29
2026-04-21 13F Maseco Llp 0 -100,00 0
2026-04-23 13F Comprehensive Money Management Services LLC 29.684 -2,60 1.508 3,57
2026-02-13 13F Toroso Investments, LLC 149.684 7.153
2026-02-13 13F Neuberger Berman Group LLC 6.465 0,00 309 0,33
2026-02-11 13F Parallel Advisors, LLC 18.610 -5,90 889 -5,53
2026-02-12 13F SWAN Capital LLC 200 0,00 10 0,00
2026-04-24 13F Capital Asset Advisory Services LLC 983.958 -0,66 54.580 10,28
2026-02-12 13F Barings Llc 12.744 0,00 609 0,50
2025-10-30 13F Traub Capital Management LLC 0 -100,00 0 -100,00
2026-02-17 13F Royal Bank Of Canada 1.490.565 -1,03 71.235 -0,70
2026-04-24 13F Private Advisor Group, LLC 379.930 2,27 19.304 8,74
2026-02-04 13F Meridian Wealth Management, LLC 63.814 1,61 3.050 1,94
2026-04-16 13F Toth Financial Advisory Corp 60 100,00 3 200,00
2026-01-26 13F Quadrant Private Wealth Management, LLC 150.592 -0,73 7.246 0,29
2026-04-02 13F Aspect Partners, LLC 76 0,00 4 0,00
2026-02-02 13F Legacy Edge Advisors, LLC 7.215 345
2026-01-30 13F Turning Point Benefit Group, Inc. 0 -100,00 0 -100,00
2026-02-17 13F Snowden Capital Advisors LLC 107.127 -0,09 5.155 0,94
2026-02-17 13F Advisor Group Holdings, Inc. 2.227.937 -1,10 106.483 0,02
2026-01-29 13F Simon Quick Advisors, Llc 4.470 0,00 214 0,47
2026-02-13 13F Cordoba Advisory Partners LLC 112.400 5.408
2026-02-06 13F Cullen/frost Bankers, Inc. 7.975 0,00 381 0,53
2026-01-29 13F D.a. Davidson & Co. 78.715 31,96 3.762 32,38
2026-01-30 13F Laurel Wealth Advisors LLC 62.975 -0,00 3.010 0,33
2026-02-04 13F Bensler, LLC 20.559 1,79 983 2,19
2026-02-05 13F AlphaCore Capital LLC 5.077 1,52 244 2,52
2026-02-13 13F Bluedoor Private Wealth, Llc 12.623 603
2026-02-12 13F StoneX Group Inc. 12.590 76,58 610 79,94
2026-02-13 13F Johnson Investment Counsel Inc 0 -100,00 0
2026-04-15 13F Activest Wealth Management 76 0,00 4 0,00
2026-04-22 13F Janney Montgomery Scott LLC 380.581 14,52 19 26,67
2026-04-21 13F Trilogy Capital Inc. 9.116 18,74 463 26,50
2026-02-03 13F Cheviot Value Management, LLC 6.500 0,00 331 5,43
2026-02-13 13F Greenline Wealth Management LLC 8.837 422
2026-04-20 13F Ronald Blue Trust, Inc. 228 -18,57 12 -15,38
2026-02-10 13F SFI Advisors, LLC 64.060 -1,27 3.061 -0,94
2026-02-17 13F Creative Planning 72.969 -0,19 3.487 0,14
2026-02-12 13F BlackRock, Inc. 3.623 371,13 173 380,56
2026-01-22 13F Premier Path Wealth Partners, LLC 4.351 -58,21 208 -58,18
2026-02-13 13F Citigroup Inc 93.798 10,14 4.483 10,50
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 24.099 124,62 1.224 139,06
2025-11-06 13F Financial Advocates Investment Management 0 -100,00 0
2026-04-13 13F Clayton Financial Group LLC 92 0,00 5 0,00
2026-04-10 13F Armstrong Advisory Group, Inc 95 0,00 5 0,00
2026-01-23 13F Altfest L J & Co Inc 247.497 0,62 11.828 0,96
2026-04-10 13F Finivi Inc. 15.093 0,02 767 6,24
2026-02-13 13F Quattro Advisors LLC 1.607 77
2026-02-17 13F Signature Equity Partners, LLC 1.107 53
2026-02-09 13F Wellington Shields Capital Management, LLC 11.125 0,00 532 0,38
2026-02-11 13F Cookson Peirce & Co Inc 16.544 0,01 791 0,38
2026-02-11 13F Ameritas Investment Partners, Inc. 130.665 6.244
2026-02-05 13F Atria Investments Llc 38.431 6,53 1.837 6,87
2026-02-05 13F Bessemer Group Inc 191 0,00 0
2026-02-18 13F Financial Advisory Service, Inc. 5.861 0,00 280 0,36
2026-04-20 13F Brandywine Oak Private Wealth Llc 6.812 -9,02 346 -3,08
2026-02-09 13F Endowment Wealth Management, Inc. 5.272 5,06 252 5,02
2026-02-12 13F Bank Of Montreal /can/ 24.643.304 3,65 1.177.704 4,00
2026-02-13 13F Kestra Advisory Services, LLC 0 -100,00 0
2026-02-14 13F Copley Financial Group, Inc. 125.750 6.010
2026-04-16 13F Stephen J. Garry & Associates, Llc 11.890 -1,65 604 4,68
2026-04-22 13F Clear Creek Financial Management, LLC 19.310 0,31 981 6,75
2026-01-27 13F Journey Advisory Group, LLC 11.021 -1,82 527 -1,50
2026-04-13 13F Salem Investment Counselors Inc 50 3
2026-02-02 13F Millstone Evans Group, LLC 688 33
2026-02-13 13F Mml Investors Services, Llc 655.062 18,99 31.305 19,39
2026-02-17 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0 -100,00 0
2026-02-03 13F SBI Securities Co., Ltd. 170 -2,30 8 0,00
2026-04-17 13F Webster Bank, N. A. 768 0,00 39 8,33
2026-01-27 13F ZEGA Investments, LLC 4.432 212
2026-02-12 13F Triumph Capital Management 2.570 0,00 123 0,00
2026-02-13 13F Beacon Financial Advisory LLC 34.246 -1,76 1.637 -1,45
2026-04-23 13F Game Plan Financial Advisors, LLC 0 -100,00 0
2026-02-17 13F NorthRock Partners, LLC 59.087 26,74 2.824 27,16
2026-04-16 13F Security National Bank 3.790 -0,71 193 5,49
2026-02-11 13F Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 647.770 0,00 31.170 1,30
2026-02-17 13F Cresset Asset Management, LLC 27.254 9,95 1.311 11,10
2026-04-22 13F Quattro Financial Advisors Llc 3.937 200
2026-02-17 13F Equitable Holdings, Inc. 249.551 6,23 11.926 6,59
2026-02-06 13F Copia Wealth Management 5.514 264
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 129.724 45,29 4.013 -10,96
2026-04-08 13F Arlington Trust Co LLC 250 0,00 13 9,09
2026-02-13 13F Motiv8 Investments LLC 49 0
2026-02-18 13F NFP Retirement, Inc. 19.213 -8,00 918 -7,65
2026-04-16 13F Triad Wealth Partners, LLC 0 -100,00 0
2026-04-15 13F Peoples Bank/KS 4.050 206
2026-04-23 13F Glass Jacobson Investment Advisors llc 1.182 0,00 60 7,14
2026-02-24 13F Barnes Wealth Management Group, Inc 6.181 2,61 295 3,15
2026-04-23 13F Oppenheimer & Co Inc 71.887 -25,24 3.653 -20,52
2026-01-30 13F Citizens Financial Group Inc/ri 29.542 -0,13 1.412 0,21
2026-04-21 13F Instrumental Wealth, Llc 5.352 4,59 272 -4,24
2026-04-20 13F Courier Capital Llc 31.432 1.597
2026-02-13 13F Pine Valley Investments Ltd Liability Co 8.404 7,69 403 8,63
2025-11-12 13F Duncan Williams Asset Management, LLC 0 -100,00 0
2026-04-14 13F Nbc Securities, Inc. 26.329 0,91 1.338 7,30
2026-02-04 13F Pensionmark Financial Group, Llc 40.360 9,83 1.925 10,00
2026-04-14 13F Cathy Pareto & Associates, Inc 29.078 2,37 1.477 8,77
2026-04-22 13F Princeton Global Asset Management LLC 37.141 5,16 1.887 11,86
2026-02-02 13F Truist Financial Corp 78.605 2,71 3.757 3,05
2026-02-12 13F Steward Partners Investment Advisory, Llc 172.104 3,37 8.225 3,71
2026-02-13 13F Barclays Plc 0 -100,00 0
2026-02-05 13F Avantax Planning Partners, Inc. 4.486 0,00 214 0,47
2026-01-23 13F Sage Mountain Advisors LLC 16.793 0,00 803 0,38
2026-04-24 13F Alaska Permanent Capital Management 78.898 4.009
2026-02-09 13F Avalon Trust Co 1.671 0,00 80 0,00
2026-02-04 13F MADDEN SECURITIES Corp 6.150 0,00 294 0,34
2026-02-02 13F Robertson Stephens Wealth Management, LLC 258.026 5,00 12.416 6,07
2026-02-11 13F Capital Analysts, Inc. 12.748 353,50 1
2026-02-13 13F/A New England Private Wealth Advisors LLC 205.164 -0,50 9.805 -0,17
2026-04-22 13F Joel Isaacson & Co., LLC 33.336 0,01 1.694 6,34
2026-02-17 13F MGB Wealth Management, LLC 39.080 0,00 1.872 0,81
2026-02-03 13F Morse Asset Management, Inc 56 0,00 3 0,00
2026-01-16 13F Crewe Advisors LLC 6.545 0,00 313 0,32
2026-02-11 13F Tiaa Trust, National Association 4.521 216
2026-02-13 13F Pinnacle Wealth Planning Services, Inc. 637 30
2026-04-21 13F Systelligence, LLC 37.032 -62,20 1.882 -59,82
2026-01-21 13F Y.D. More Investments Ltd 138.273 16,21 6.640 17,31
2026-04-17 13F HHM Wealth Advisors, LLC 925 47
2026-04-09 13F Teamwork Financial Advisors, LLC 359.306 18.256
2026-02-03 13F RWM Asset Management, LLC 281.803 5.445,12 14.406 5.852,48
2026-02-14 13F Rockefeller Capital Management L.P. 468.950 47,27 22.447 48,00
2026-02-17 13F First Manhattan Co 4.500 0,00 217 0,93
2026-02-06 13F Associated Banc-corp 4.419 -1,38 211 -0,94
2026-02-17 13F Main Street Financial Solutions, LLC 49.520 3,84 2.367 4,18
2026-04-03 13F Investors Research Corp 193.855 10,48 9.850 17,46
2026-01-27 13F DSG Capital Advisors, LLC 0 -100,00 0
2026-02-02 13F Fifth Third Bancorp 9.957 -22,25 476 -22,00
2026-02-17 13F Cetera Investment Advisers 985.469 9,74 47.096 10,11
2026-03-04 13F SHP Wealth Management 3.125 149
2026-01-23 13F Assetmark, Inc 3.682 75,75 176 76,77
2026-02-13 13F Jacobi Capital Management LLC 12.896 0,94 616 1,32
2026-02-02 13F Avidian Wealth Solutions, LLC 17.269 -2,04 825 -1,67
2026-01-14 13F Exchange Traded Concepts, Llc 0 -100,00 0
2026-01-26 13F Milestones Private Investment Advisors LLC 6.096 0,00 291 0,34
2026-04-14 13F Beacon Investment Advisory Services, Inc. 470 24
2026-04-22 13F Apollon Financial, LLC 6.492 16,93 330 24,15
2026-04-20 13F Sowell Financial Services LLC 50.184 142,00 2.550 157,21
2026-02-12 13F Ankerstar Wealth, LLC 294 14
2026-02-17 13F Fwl Investment Management, Llc 3.410 13,82 163 14,08
2026-04-17 13F Total Clarity Wealth Management, Inc. 7.659 2,70 389 9,27
2026-02-11 13F Gwn Securities Inc. 4.390 210
2026-02-05 13F Western Wealth Management, LLC 39.156 9,93 1.871 10,32
2026-01-12 13F Evolution Wealth Advisors, LLC 603.680 -0,03 28.850 0,31
2026-04-22 13F Morris Retirement Advisors, LLC 88.760 -0,22 4.510 6,07
2026-02-10 13F Lido Advisors, LLC 41.875 3,83 1.996 3,91
2026-02-11 13F Flagship Wealth Advisors, Llc 2.545 0,00 122 0,00
2026-02-13 13F Morgan Stanley 10.218.475 2,91 488.341 3,25
2026-02-20 13F Kovitz Investment Group Partners, LLC 11.835 -35,58 566 -35,43
2025-11-14 13F Imprint Wealth LLC 0 -100,00 0
2026-02-09 13F Kingsview Wealth Management, LLC 78.190 -3,42 3.737 -3,09
2026-02-17 13F Ancora Advisors, LLC 13.336 4,65 637 5,12
2026-02-02 13F Mutual Advisors, LLC 36.490 0,63 1.744 0,29
2026-01-23 13F Westside Investment Management, Inc. 2.205 0,00 105 0,00
2026-02-13 13F Umb Bank N A/mo 675 0,00 32 0,00
2026-04-07 13F CoreCap Advisors, LLC 235 0,00 12 0,00
2026-02-06 13F First Business Financial Services, Inc. 5.401 0,00 258 0,39
2026-01-16 13F Compagnie Lombard Odier SCmA 0 0
2026-02-10 13F Nvest Financial, LLC 36.885 78,72 1.763 79,25
2026-02-12 13F Brown Brothers Harriman & Co 11.279 -54,91 539 -54,74
2026-02-10 13F Alpha Financial Partners, LLC 9.320 0,00 445 0,45
2026-01-26 13F Whittier Trust Co Of Nevada Inc 6.382 0,00 319 3,92
2026-02-13 13F Visionary Wealth Advisors 9.116 -8,18 436 -7,84
2026-01-07 13F Envision Financial LLC 0 -100,00 0
2026-01-15 13F Bernard Wealth Management Corp. 4 0,00 0
2026-02-14 13F Howe & Rusling Inc 564 4,83 27 4,00
2025-11-14 13F Jane Street Group, Llc 0 -100,00 0 -100,00
2026-02-04 13F LRI Investments, LLC 28.657 0,00 1.370 0,37
2026-02-18 13F GWM Advisors LLC 119.410 -10,39 5.707 -10,10
2026-02-06 13F Flaharty Asset Management, LLC 7.385 0,00 353 0,28
2026-02-06 13F Keystone Financial Group 9.103 5,51 435 6,10
2026-02-10 13F Strategic Advisors LLC 10.199 -1,62 487 -1,22
2026-02-12 13F Gerber Kawasaki Wealth & Investment Management 269.811 -2,33 12.894 -2,00
2026-04-24 13F Lynx Investment Advisory 4.473 0,63 227 7,08
2026-01-29 13F Sanctuary Advisors, LLC 220.671 -5,29 10.546 -4,97
2026-01-26 13F AE Wealth Management LLC 6.844 17,66 327 18,05
2026-02-13 13F Granville Capital, Inc. 15.916 761
2026-04-07 13F Eastern Bank 44 2
2025-11-14 13F Skopos Labs, Inc. 0 -100,00 0
2026-02-13 13F Gen-Wealth Partners Inc 275 0,00 13 0,00
2026-02-05 13F Allworth Financial LP 91.447 -3,05 4.370 -2,72
2026-02-17 13F Hilltop Holdings Inc. 10.701 -0,90 511 -0,58
2026-01-28 13F Gentry Private Wealth, Llc 4.224 0,00 202 0,00
2026-04-17 13F Signal Advisors Wealth, LLC 8.406 8,21 427 15,09
2026-04-23 13F Moss Adams Wealth Advisors LLC 1.816.958 2,99 92.320 8,87
2026-02-09 13F Cary Street Partners Financial Llc 64.692 -7,78 3.092 -7,48
2026-04-08 13F Warner Financial, Inc 5.843 0,31 297
2026-02-13 13F Okabena Investment Services Inc 12.000 0,00 573 0,35
2026-02-03 13F Apeiron RIA LLC 4.800 0,00 229 0,44
2026-01-21 13F Kraematon Investment Advisors, Inc 40.145 -1,06 1.919 -0,72
2026-02-17 13F Quantinno Capital Management LP 17.075 78,35 816 78,95
2026-04-09 13F Key Client Fiduciary Advisors, LLC 37.615 3,89 1.911 10,46
2026-04-08 13F Accel Wealth Management 15.703 3,70 798 10,24
2026-02-03 13F Koshinski Asset Management, Inc. 33.747 -7,60 1.613 -7,30
2026-01-16 13F Trust Co Of Vermont 1.617 -4,43 77 -3,75
2026-02-10 13F Texas Yale Capital Corp. 5.200 0,00 249 0,40
2026-01-28 13F Salomon & Ludwin, LLC 767 0,00 37 0,00
2026-02-12 13F Federation des caisses Desjardins du Quebec 51.122 -3,51 2.443 -3,21
2026-01-20 13F Fundamentun, Llc 5.102 -14,67 244 -14,44
2026-02-05 13F Cardinal Point Capital Management, ULC 0 -100,00 0
2026-02-10 13F Natixis Advisors, L.p. 10.554 1
2026-02-13 13F Ieq Capital, Llc 0 -100,00 0
2026-04-08 13F Sandbox Financial Partners, LLC 4.759 0,30 242 6,64
2026-01-29 13F Advisors Capital Management, LLC 5.415 -0,68 259 -0,39
2026-02-17 13F Perennial Investment Advisors, LLC 29.573 -11,46 1.414 -11,19
2026-01-26 13F Valmark Advisers, Inc. 9.778 2,18 467 2,64
2026-04-16 13F Aurora Private Wealth, Inc. 6.097 -5,52 0
2026-02-17 13F Blair William & Co/il 228.197 1,30 10.906 1,64
2026-04-23 13F Powell Investment Advisors, LLC 21.834 0,39 1.109 6,02
2026-04-22 13F Uniting Wealth Partners, LLC 27.436 1.394
2026-02-09 13F Bleakley Financial Group, LLC 91.123 1,31 4.355 1,63
2026-02-12 13F Beacon Capital Management, Inc. 1 0,00 0
2026-01-21 13F Flagship Harbor Advisors, Llc 12.696 0,17 607 0,50
2026-02-04 13F Fourth Dimension Wealth, LLC 891 0,00 43 0,00
2026-01-28 13F REDW Wealth LLC 50.315 2,22 2.405 2,56
2026-02-17 13F Bank Hapoalim Bm 87.842 -2,47 4 0,00
2026-04-27 13F Byrne Financial Freedom, Llc 59.279 -14,44 3.012 -9,06
2026-04-24 13F Essex Financial Services, Inc. 20.308 -0,44 1.032 5,85
2026-04-07 13F Signaturefd, Llc 225 -92,49 11 -92,31
2026-04-20 13F Heritage Wealth Management, Inc. 5.915 0,00 301 6,38
2026-04-10 13F Magnus Financial Group LLC 62.123 6,51 3.156 13,24
2026-02-25 13F Thryve Wealth Management Llc 157.346 7.520
2026-02-12 13F CIBC Private Wealth Group, LLC 3.652.125 6,70 174.535 7,06
2026-02-13 13F Financial Freedom, LLC 30.253 -3,05 1.446 -2,76
2026-02-13 13F Arete Wealth Advisors, LLC 5.058 3,82 0
2026-02-17 13F Ameriprise Financial Inc 971.422 8,00 46.459 8,41
2026-01-23 13F Rsm Us Wealth Management Llc 15.027 -16,09 726 -14,89
2026-02-12 13F Symphony Financial Services, Inc. 205.781 2,64 9.834 2,98
2026-04-14 13F Pinnacle Wealth Management Group, Inc. 10.530 -12,47 535 -6,79
2026-02-02 13F CENTRAL TRUST Co 0 -100,00 0
2026-01-28 13F Barrett & Company, Inc. 63 6,78 3 50,00
2026-02-06 13F HighTower Advisors, LLC 784.502 4,70 37.491 5,05
2026-04-24 13F Means Investment Co., Inc. 4.539 0,11 231 6,48
2026-01-22 13F Harwood Advisory Group, LLC 501 16,78 24 15,00
2025-11-04 13F Guerra Advisors Inc 1 0
2026-02-12 13F Chilton Capital Management Llc 450 22
2025-11-12 13F NewSquare Capital LLC 0 -100,00 0
2026-01-29 13F Dumont & Blake Investment Advisors Llc 29.538 -1,86 1 -99,93
2026-04-15 13F Fifth Third Securities, Inc. 82.869 -11,94 4.211 -6,38
2026-04-22 13F Matauro, Llc 13.549 0,39 688 6,67
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-02-06 13F Global Retirement Partners, LLC 6.318 1,64 302 1,69
2026-01-21 13F Paladin Advisory Group, LLC 72.598 -2,44 3.469 -2,12
2026-01-28 13F Chicago Partners Investment Group LLC 15.788 4,99 807 11,02
2026-04-08 13F First Heartland Consultants, Inc. 46.328 -31,18 2.354 -26,86
2026-02-17 13F Boreal Capital Management LLC 4.000 0,00 192 1,05
2026-04-13 13F IFP Advisors, Inc 28.586 4,30 1.452 10,92
2026-04-15 13F Peddock Capital Advisors, Llc 89.379 2,99 4.541 9,50
2026-01-12 13F AllSquare Wealth Management LLC 1.500 0,00 71 9,23
2026-02-13 13F Navis Wealth Advisors, LLC 4.781 1,92 229 2,24
2026-02-10 13F 360 Financial, Inc. 366.930 0,00 17.477 0,00
2026-04-16 13F First Community Trust Na 62 3
2026-02-17 13F Core Wealth Advisors, Inc. 11.712 0,00 560 0,36
2026-01-20 13F Savvy Advisors, Inc. 6.215 297
2026-01-29 13F Kickstand Ventures, Llc. 23.428 1,41 1.120 1,73
2026-02-10 13F Acorn Wealth Advisors, LLC 11.270 2,11 539 2,48
2026-02-13 13F Stifel Financial Corp 344.718 3,85 16.474 4,20
2026-04-13 13F Elm3 Financial Group, LLC 10.212 10,86 519 17,73
2026-01-27 13F PFG Advisors 79.173 1,11 3.784 1,45
2026-02-13 13F Baird Financial Group, Inc. 36.788 -2,42 1.758 -2,06
2026-04-17 13F RFG Advisory, LLC 16.118 21,88 819 29,64
2026-01-21 13F Signature Resources Capital Management, LLC 10 -95,74 0 -100,00
2026-02-12 13F Brinker Capital Investments, LLC 95.741 2,17 4.575 2,51
2026-04-13 13F GoalVest Advisory LLC 5.130 21,45 261 29,35
2026-04-21 13F Merkkuri Wealth Advisors LLC 4.999 0,46 254 7,17
2026-03-06 13F Hsbc Holdings Plc 35.855 41,71 1.714 42,16
2026-04-09 13F Secure Asset Management, LLC 0 -100,00 0
2026-02-10 13F Advisor Resource Council 28.409 1.461
2026-04-23 13F North Star Investment Management Corp. 455 23
2026-04-15 13F Wealthcare Capital Management Llc 4.532 -2,58 230 3,60
2026-02-17 13F Pinnacle Financial Partners, Inc. 8.974 429
2025-10-30 13F Simplicity Wealth,LLC 0 -100,00 0
2026-02-10 13F Meitav Dash Investments Ltd 1.205.295 19,19 57.601 19,60
2026-04-21 13F Paradigm Financial Partners, Llc 0 -100,00 0
2026-04-21 13F Gilpin Wealth Management, Llc 262 0,00 13 8,33
2026-02-11 13F IMA Wealth, Inc. 1.943 0,00 93 0,00
2026-01-16 13F Crowley Wealth Management, Inc. 0 -100,00 0
2026-04-22 13F Coastal Investment Advisors, Inc. 12.071 613
2026-01-29 13F Ashton Thomas Private Wealth, LLC 6.572 0,55 316 1,29
2026-01-22 13F Hager Investment Management Services, Llc 0 -100,00 0
2026-02-11 13F Entelevest, LLC 5.829 279
2026-02-19 13F Claris Financial LLC 7.330 0,00 350 0,29
2026-04-14 13F Arvest Investments, Inc. 62.541 -4,85 3.178 1,15
2026-01-12 13F CVA Family Office, LLC 36.771 0,00 1.757 0,34
2026-01-26 13F Asset Dedication, LLC 203 0,00 10 0,00
2026-02-04 13F Midwest Trust Co 15.947 -6,67 762 -6,27
2026-02-17 13F Glenmede Trust Co Na 0 -100,00 0
2026-02-12 13F Logan Capital Management Inc 0 -100,00 0 -100,00
2025-11-12 13F Nomura Asset Management Co Ltd 0 -100,00 0 -100,00
2026-02-17 13F Tower Research Capital LLC (TRC) 18.957 26,70 906 27,11
2025-11-03 13F Private Wealth Asset Management, LLC 0 -100,00 0
2026-02-06 13F GPS Wealth Strategies Group, LLC 421 -94,46 20 -94,48
2026-02-12 13F Moneta Group Investment Advisors Llc 35.848 -0,91 1.713 -0,58
2026-04-24 13F Barnes Pettey Financial Advisors, Llc 0 -100,00 0
2026-02-18 13F Garton & Associates Financial Advisors LLC 5.510 263
2026-02-12 13F Great Valley Advisor Group, Inc. 535.835 2,18 25.608 2,53
2026-02-11 13F Atlanta Consulting Group Advisors, LLC 8.715 419
2026-02-11 13F Ameraudi Asset Management, Inc. 14.143 -0,57 676 -0,30
2026-04-15 13F Avondale Wealth Management 6.828 3,96 347 10,54
2026-04-20 13F Eagle Strategies LLC 393.120 2,44 19.974 8,92
2026-01-26 13F Midland Wealth Advisors Llc 5.562 0,00 266 0,38
2026-02-04 13F Independent Advisor Alliance 5.226 2,11 250 2,47
2026-04-14 13F Austin Wealth Management, LLC 70.233 -28,05 3.612 -25,05
2026-02-09 13F Hartland & Co., LLC 718 34
2026-02-06 13F BOK Financial Private Wealth, Inc. 200 0,00 10 0,00
2026-04-14 13F Foresight Capital Management Advisors, Inc. 39.243 -3,47 1.987 2,27
2026-04-23 13F Ameliora Wealth Management Ltd. 4.000 0,00 203 6,28
2026-01-29 13F UBS Group AG 2.100.906 -6,31 100.402 -5,99
2026-04-15 13F Valley National Advisers Inc 7.367 -0,93 0
2026-02-04 13F Hallmark Capital Management Inc 36.850 1.761
2025-10-29 13F Tradewinds, LLC. 0 -100,00 0
2026-01-27 13F Evergreen Capital Management Llc 517.209 0,25 24.887 1,27
2026-02-10 13F CIBC World Markets Inc. 271.371 -1,50 12.969 -1,17
2026-02-11 13F SlateStone Wealth, LLC 17.139 -0,58 1
2026-02-17 13F Ameriflex Group, Inc. 605 -0,82 29 -3,45
2026-01-26 13F Private Trust Co Na 13.494 3,20 645 3,54
2026-01-29 13F RMG Wealth Management LLC 0 -100,00 0
2026-02-24 13F Astoria Portfolio Advisors LLC. 4.767 -49,72 262 -42,89
2026-04-07 13F Park Avenue Securities Llc 70.693 108,53 4 200,00
2026-01-29 13F Koa Wealth Management, LLC 32.637 -4,11 1.560 -3,82
2026-02-10 13F Goldman Sachs Group Inc 108.089 -67,59 5.166 -67,48
2026-01-28 13F Geneos Wealth Management Inc. 10.789 3,09 516 3,41
2025-11-14 13F 1858 Wealth Management, Llc 6.270 0,00 299 9,16
2026-02-13 13F Resources Investment Advisors, LLC. 14.512 1,19 694 1,46
2026-04-15 13F Trust Point Inc. 4.420 -3,41 225 2,75
2026-02-13 13F Integrated Wealth Concepts LLC 5.460 -75,14 261 -75,14
2026-04-10 13F Lake Hills Wealth Management, LLC 109.212 -15,20 5.549 -9,83
2026-02-10 13F Tidemark, LLC 3.195 -7,79 153 -7,88
2026-02-19 13F CI Private Wealth, LLC 51.501 97,50 1.171 -5,72
2026-04-16 13F Brookstone Capital Management 20.129 10,51 1.023 17,47
2026-01-21 13F Newbridge Financial Services Group, Inc. 781 37
2026-02-03 13F Winch Advisory Services, LLC 762 0,00 36 0,00
2026-04-06 13F Stableford Capital Ii Llc 9.809 498
2026-02-03 13F Ballentine Partners, LLC 7.500 0,00 358 0,28
2026-02-12 13F First International Bank of Israel Ltd. 20.935 -0,95 1.000 -0,60
2026-03-27 13F Prosperity Wealth Management, Inc. 5.279 0,44 252 0,80
2026-02-02 13F Principal Financial Group Inc 1.073.400 0,00 51.298 0,33
2026-02-17 13F Fairscale Capital, LLC 6.528 -0,71 314 0,32
2026-02-10 13F Bank of New York Mellon Corp 78.627 708,34 3.758 711,45
2026-02-17 13F Qube Research & Technologies Ltd 13.213 27,44 631 27,99
2026-02-11 13F SOUTH STATE Corp 62 0,00 3 0,00
2025-11-14 13F Old Mission Capital Llc 0 -100,00 0
2026-04-15 13F Wealthcare Capital Partners, LLC 21.642 -1,78 1.100 4,37
2026-02-17 13F Bank Of America Corp /de/ 24.595.877 1,39 1.175.437 1,73
2026-04-22 13F Apollon Wealth Management, LLC 65.321 -0,24 3.319 6,04
2026-02-04 13F Atlantic Union Bankshares Corp 572 0,00 27 0,00
2026-01-29 13F First Interstate Bank 1.212.934 1,27 57.966 1,61
2026-04-15 13F DAVENPORT & Co LLC 5.281 -11,67 268 -5,96
2026-04-10 13F Perigon Wealth Management, LLC 46.950 88,04 2.386 99,92
2026-04-13 13F Cyndeo Wealth Partners, LLC 27.772 0,18 1.411 6,57
2026-02-06 13F Larson Financial Group LLC 825 -0,96 39 0,00
2026-02-11 13F Insight Advisors, LLC/ PA 29.669 0,72 1.418 1,00
2026-02-13 13F Aptus Capital Advisors, LLC 36.563 1.105,51 1.747 1.113,19
2026-01-28 13F CAPROCK Group, Inc. 8.589 34,56 413 39,53
2026-02-09 13F Valued Retirements, Inc. 17.597 0,00 841 9,66
2026-04-21 13F Claro Advisors LLC 11.277 -3,76 573 2,50
2026-01-26 13F Cwm, Llc 393.561 3,41 19 0,00
2026-04-16 13F Clark Asset Management, LLC 7.640 17,50 388 25,16
2026-02-05 13F IMG Wealth Management, Inc. 5.366 0,00 256 0,39
2026-02-12 13F Burke & Herbert Bank & Trust Co 22.575 -62,12 1.079 -62,02
2026-02-13 13F Wells Fargo & Company/mn 3.036.877 0,03 145.132 0,37
2026-02-10 13F KERR FINANCIAL PLANNING Corp 813 97,81 43 126,32
2026-02-10 13F Envestnet Asset Management Inc 2.914.895 37,64 139.303 38,11
2026-04-23 13F Global Trust Asset Management, LLC 300 0,00 15 7,14
2026-04-21 13F Mesirow Financial Investment Management, Inc. 5.556 282
2026-04-13 13F St Germain D J Co Inc 10 0,00 1
2026-02-05 13F Cambridge Investment Research Advisors, Inc. 373.390 8,47 18 6,25
2026-04-21 13F Wedbush Securities Inc 28.351 4,23 1 0,00
2026-01-29 13F Concurrent Investment Advisors, LLC 31.683 62,39 1.514 62,97
2025-12-16 13F Garde Capital, Inc. 0 -100,00 0
2026-01-29 13F DecisionPoint Financial, LLC 205 10
2026-04-06 13F GAMMA Investing LLC 1.692 3,68 86 10,39
2026-04-23 13F SJS Investment Consulting Inc. 294 913,79 15 1.300,00
2026-04-21 13F Pinnacle Associates Ltd 11.081 12,14 563 19,28
2026-02-10 13F Transatlantique Private Wealth Llc 66.543 4,71 3.180 5,09
2025-11-17 13F FSA Wealth Management LLC 150 -34,78 7 -30,00
2026-01-29 13F ProVise Management Group, LLC 5.874 3,22 281 3,32
2026-04-08 13F WealthCare Investment Partners, LLC 40.910 -4,47 2.100 0,43
2026-01-09 13F 180 Wealth Advisors, Llc 5.068 242
2026-04-07 13F City Center Advisors, LLC 5.071 -4,12 258 1,98
2026-04-21 13F Nemes Rush Group LLC 182 -26,61 9 -18,18
2025-11-14 13F Prudential Plc 0 -100,00 0
2026-01-23 13F Ogorek Anthony Joseph /ny/ /adv 175.925 -23,66 8 -20,00
2026-02-06 13F New Millennium Group LLC 5.744 255,23 275 255,84
2026-01-30 13F Wealthfront Advisers Llc 43.255 -1,60 2.067 -1,24
2026-04-21 13F Creekside Partners 5.015 0,00 255 6,28
2026-04-10 13F Connecticut Capital Management Group, LLC 4.226 215
2026-02-12 13F Sumitomo Mitsui Financial Group, Inc. 0 -100,00 0
2026-02-13 13F Brown Advisory Inc 19.916 952
2026-02-17 13F Citadel Advisors Llc Call 10.800 -54,43 516 -54,26
2026-04-23 13F Embree Financial Group 6.191 3,32 315 9,79
2026-02-09 13F Leavell Investment Management, Inc. 10.804 8,35 520 9,49
2026-01-20 13F Sovran Advisors, LLC 18.576 -69,88 955 -67,75
2026-02-12 13F Menora Mivtachim Holdings Ltd. 4.471 214
2026-02-17 13F Angeles Wealth Management, Llc 1.140 55
2026-04-23 13F American National Bank 88 0,00 4 0,00
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 28.053 122,94 1.425 137,10
2026-02-17 13F Edmond De Rothschild Holding S.a. 4.885 75,40 233 76,52
2026-04-15 13F APS Management Group, Inc. 35.060 -8,11 1.781 -2,30
2026-02-13 13F Truvestments Capital Llc 100 0,00 5 0,00
2026-02-03 13F International Assets Investment Management, Llc 9.749 -2,76 466 5,44
2026-02-17 13F Jones Financial Companies Lllp 207.482 38,35 9.916 40,46
2026-02-05 13F Phoenix Holdings Ltd. 131.000 0,00 5.105 0,00
2026-01-20 13F Stratos Wealth Advisors, LLC 4.348 0,00 208 0,00
2026-04-20 13F McMahon Financial Advisors, LLC 335.872 4,75 17.066 11,37
2026-04-16 13F Tandem Capital Management Corp /adv 13.170 -12,02 669 -6,43
2026-02-13 13F Change Path, LLC 46.577 4,81 2.226 5,15
2026-04-07 13F Cooper Financial Group 551.407 3,40 28.017 9,93
2026-04-08 13F Stonebridge Financial Group, LLC 16.068 -94,72 816 -94,39
2026-04-24 13F National Asset Management, Inc. 9.155 -35,01 450 -33,14
2026-02-06 13F VSM Wealth Advisory, LLC 334 0,00 16 0,00
2026-01-27 13F Elevated Capital Advisors, LLC 5.028 -6,19 240 -5,88
2026-02-05 13F Elyxium Wealth, LLC 63.998 -16,96 3.058 -16,68
2026-04-21 13F Clarus Group, Inc. 172.227 -2,27 8.751 3,89
2026-02-10 13F Hazlett, Burt & Watson, Inc. 55.122 7,68 3 0,00
2026-04-15 13F Register Financial Advisors LLC 4.742 138,05 241 152,63
2026-02-05 13F Stonebridge Financial Planning Group, LLC 4.570 0,00 218 0,46
2026-01-30 13F 5th Street Advisors, LLC 151.727 -2,77 7.251 -2,44
2026-04-15 13F WESPAC Advisors SoCal, LLC 8.147 414
2026-01-21 13F Prime Capital Investment Advisors, LLC 64.736 17,46 3.094 17,83
2026-02-13 13F Atlas Capital Advisors Llc 26 0,00 1 0,00
2026-02-17 13F Trustmark National Bank Trust Department 13.811 0,00 660 0,46
2026-04-16 13F Fortem Financial Group, Llc 82.787 -30,57 4.206 -26,18
2026-04-24 13F APCM Wealth Management for Individuals 21.337 1.084
2026-04-17 13F Vermillion Wealth Management, Inc. 776 0,78 39 8,33
2026-04-08 13F Sharkey, Howes & Javer 16.462 -10,47 836 -4,78
2026-04-15 13F Sage Capital Management, LLC 211.277 -0,75 10.736 5,52
2026-04-23 13F Cornerstone Wealth Management, LLC 39.410 8,34 2.002 15,19
2026-02-02 13F Horizon Investments, LLC 3.377 25,45 161 25,78
2026-04-24 13F United Community Bank 0 -100,00 0
2026-04-10 13F Novem Group 3.963 201
2026-02-04 13F Knuff & Co LLC 2.500 0,00 119 0,00
2026-04-24 13F Royal Harbor Partners, LLC 37.602 -5,55 1.911 0,42
2026-04-10 13F Eagle Wealth Strategies Llc 7.651 -0,95 389 5,15
2026-02-12 13F Custom Index Systems, Llc 29.532 -22,96 1.411 -22,68
2026-04-08 13F NorthCrest Asset Manangement, LLC 51.505 -39,60 2.642 -37,32
2025-10-30 13F Twin Peaks Wealth Advisors, LLC 0 -100,00 0
2026-02-17 13F Strive Financial Group ,LLC 918 44
2026-01-21 13F Jmac Enterprises Llc 208.958 0,58 9.986 0,92
2026-02-11 13F Gateway Wealth Partners, LLC 5.169 3,67 247 4,22
2026-02-13 13F Sei Investments Co 0 -100,00 0
2026-02-13 13F Bard Associates Inc 16.203 -20,97 776 -20,49
2026-01-29 13F Comerica Bank 57.823 8,28 2.763 8,65
2026-02-19 13F Atomi Financial Group, Inc. 9.279 -15,96 443 -15,62
2025-11-06 13F 1776 Wealth LLC 0 -100,00 0
2026-04-08 13F High Point Wealth Management, LLC 21.818 112,71 1.109 126,12
2026-02-05 13F Stephens Inc /ar/ 14.108 0,00 674 0,45
2026-01-16 13F Beaumont Financial Advisors, LLC 16.769 -1,61 801 -1,23
2026-02-13 13F National Bank Of Canada /fi/ 108.502 1,38 5.185 1,71
2026-04-17 13F Willner & Heller, Llc 17.084 3,85 868 10,43
2026-02-09 13F Harbour Investments, Inc. 96.627 0,61 4.618 0,94
2026-02-10 13F Investment Partners, Ltd. 6.041 18,47 289 19,01
2026-04-21 13F Verity Asset Management, Inc. 42.244 -5,18 2.147 0,80
2026-02-17 13F Twin Focus Capital Partners, Llc 34.900 114,10 1.668 114,82
2026-02-13 13F Fort Point Capital Partners LLC 14.529 -8,81 747 -1,58
2026-04-07 13F Deane Retirement Strategies, Inc. 99.448 5.047
2026-01-21 13F Capital Investment Advisory Services, LLC 4.262 13,59 204 14,04
2026-04-09 13F Silvia Mccoll Wealth Management, Llc 5.084 0,00 258 6,61
2026-04-07 13F GK Wealth Management LLC 0 -100,00 0
2026-04-15 13F Trust Co Of Toledo Na /oh/ 1.221 0,00 62 6,90
2026-02-13 13F Integrity Investment Advisors, LLC 17.698 171,78 846 172,58
2026-02-09 13F Arq Wealth Advisors, Llc 109.509 8,58 5.233 8,95
2026-04-17 13F Murphy & Mullick Capital Management Corp 100 0,00 5 25,00
2026-02-06 13F Pnc Financial Services Group, Inc. 35.410 19,80 1.692 20,26
2026-02-17 13F Wiley Bros.-aintree Capital, Llc 130.254 306,99 6.223 308,27
2026-04-16 13F Capstone Wealth Management Group LLC 4.429 0,00 225 6,64
2025-11-12 13F Park Square Financial Group, LLC 0 -100,00 0
2026-02-04 13F MONECO Advisors, LLC 55.295 30,08 2.643 30,53
2026-02-12 13F Wealthspire Advisors, LLC 26.839 1,13 1.283 1,42
2026-04-20 13F YANKCOM Partnership 226 11
2026-04-22 13F Pinnacle Bancorp, Inc. 208 0,00 11 11,11
2026-02-09 13F Claudia M.p. Batlle, Crp (r) Llc 24.487 -14,80 1.170 -14,47
2026-04-17 13F AdvisorNet Financial, Inc 2.250 -12,18 114 -6,56
2026-04-10 13F Financial Partners Group, Inc 184.555 -0,81 9.377 -0,69
2026-04-13 13F Creative Financial Designs Inc /adv 3.134 0,77 159 7,43
2026-02-11 13F Franklin Resources Inc 0 -100,00 0 -100,00
2026-02-17 13F Russell Investments Group, Ltd. 77.605 4,38 3.709 4,72
2026-01-29 13F Concord Wealth Partners 2.443 0,00 117 0,00
2026-02-17 13F Gladstone Institutional Advisory LLC 17.989 44,86 860 45,35
2026-02-03 13F We Are One Seven, LLC 10.221 0,04 488 0,41
2026-02-17 13F Captrust Financial Advisors 21.381 27,11 1.022 27,47
2026-02-06 13F Evoke Wealth, Llc 56.891 -27,94 2.738 -27,21
2026-04-14 13F Focus Financial Network, Inc. 40.144 -0,71 2.040 4,83
2026-04-23 13F Lakewood Asset Management LLC 4.027 205
2025-11-12 13F CIBC Bancorp USA Inc. 3.423.289 163.051
2026-02-18 13F Beacon Pointe Advisors, LLC 8.713 0,00 416 0,24
2026-01-13 13F Ferguson Wellman Capital Management, Inc 0 -100,00 0
2026-04-22 13F Spire Wealth Management 10.336 -69,18 525 -67,23
2026-02-17 13F Parvin Asset Management, LLC 865 41
2025-11-07 13F Beacon Capital Management, LLC 0 -100,00 0
2026-02-12 13F Renaissance Technologies Llc 0 -100,00 0
2026-01-26 13F Whittier Trust Co 9.689 0,00 484 4,31
2026-02-17 13F Summit Trail Advisors, Llc 70.409 -0,23 3.388 0,77
2026-04-16 13F Sheets Smith Wealth Management 4.490 0,11 228 6,54
2026-04-10 13F Lifestyle Asset Management, Inc. 13.451 683
2026-01-28 13F O'ROURKE & COMPANY, Inc 33.324 3,22 1.593 3,58
2026-04-22 13F Harbor Asset Planning, Inc. 7.057 3,29 359 9,82
2026-04-13 13F Stockman Wealth Management, Inc. 3.110 6,33
2026-02-12 13F Stamos Capital Partners, L.p. 93.008 155,80 4.445 156,73
2026-01-14 13F ORG Partners LLC 31.131 7,58 1.489 7,90
2026-04-22 13F Aspire Capital Advisors LLC 119.783 11,76 6.086 18,82
2026-02-13 13F Golden State Wealth Management, LLC 2.483 -25,39 119 -25,32
2026-02-09 13F Marshall Investment Management, Llc 41.383 2,20 1.978 2,54
2026-04-24 13F American Institute for Advanced Investment Management, LLP 40.474 0,01 2.056 6,03
2025-11-13 13F Glenmede Investment Management, LP 1.300 0,00 62 8,93
2026-02-06 13F Axxcess Wealth Management, Llc 1.027.225 3,80 49.091 4,15
2026-02-12 13F Scotia Capital Inc. 8.784 1,37 420 1,70
2026-02-23 13F Monetary Solutions, Ltd 357 17
2026-01-28 13F HB Wealth Management, LLC 5.763 -4,55 275 -4,18
2026-02-09 13F Keating Financial Advisory Services, Inc. 203 10
2026-02-17 13F GeoWealth Management, LLC 4.121 -44,30 197 -44,32
2026-04-20 13F Parkway Wealth Management Group, LLC 3.715 -39,36 203 -30,82
2026-01-27 13F Autumn Glory Partners, LLC 15.381 0,00 735 0,41
2026-02-11 13F Simplex Trading, Llc 92 4
2026-02-09 13F Integrity Advisory Solutions, LLC 7.983 19,81 382 20,19
2026-04-15 13F Seacrest Wealth Management, Llc 7.481 4,85 380 8,88
2026-01-26 13F Wbh Advisory Inc 32.016 0,00 1.530 0,39
2026-02-11 13F Group One Trading, L.p. 0 -100,00 0
2026-02-17 13F Advisory Services Network, LLC 12.803 38,04 612 38,55
2026-02-13 13F Vontobel Holding Ltd. 17.252 0,00 824 0,37
2026-02-10 13F Lummis Asset Management, LP 70 3
2026-01-22 13F Cascade Investment Group, Inc. 7.704 0,00 368 0,55
2026-02-13 13F Hurley Capital, LLC 515 0,00 25 0,00
2026-01-14 13F Advisors Management Group Inc /adv 7.519 -2,86 0
2025-10-28 13F Thrive Capital Management, LLC 0 -100,00 0
2026-04-24 13F Bayban 787 0,00 40 5,41
2026-02-12 13F Colonial Trust Co / SC 5.400 0,00 258 0,39
2025-11-07 13F Smithfield Trust Co 0 -100,00 0
2026-02-13 13F Altus Wealth Group LLC 7.650 0,00 366 0,27
2026-04-21 13F First United Bank Trust/ 1.565 0,00 80 6,76
2026-02-12 13F Rossby Financial, LCC 4 0
2026-04-24 13F FRG Family Wealth Advisors LLC 6.040 -6,93 307 -1,29
2026-04-16 13F Waystone Advisors Llc 70.507 20,64 3.582 28,25
2026-04-10 13F Capital Advantage, Inc. 118.443 0,51 6.018 6,87
2026-04-08 13F Dynamic Advisor Solutions LLC 18.931 3,38 962 9,83
2026-02-04 13F AIFG Consultants Ltd. 19.194 0,99 917 1,33
2026-02-12 13F Index Technologies Group LLC 11.971 572
2026-04-22 13F Motco 696 0,00 35 6,06
2026-03-13 13F Lane Brothers & Co Inc 74.309 3.551
2026-02-05 13F Td Private Client Wealth Llc 5.037 -3,56 241 -3,23
2026-02-11 13F MCF Advisors LLC 420 0,00 20 0,00
2026-01-23 13F Smith, Moore & Co. 16.305 1,53 779 1,96
2026-02-11 13F Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 229.190 0,00 11.028 1,30
2026-01-22 13F Evermay Wealth Management Llc 23 1
2026-01-27 13F Jackson, Grant Investment Advisers, Inc. 3.749 0,00 179 0,56
2026-04-15 13F Planning Directions Inc 6.992 -0,50 355 5,97
2026-04-21 13F Retirement Planning Group, Llc / Ny 118.537 -0,38 6.023 5,19
2026-02-13 13F SRS Capital Advisors, Inc. 3.074 147
2026-02-13 13F Arkadios Wealth Advisors 23.012 0,10 1.100 0,46
2026-01-27 13F WealthCollab, LLC 93 4
2026-04-09 13F Allodium Investment Consultants, LLC 27.502 1,42 1.397 7,88
2026-04-23 13F Foronjy Financial Llc 40.219 3,94 2.044 10,49
2026-02-17 13F Gotham Asset Management, LLC 19.933 953
2026-02-17 13F Fmr Llc 74.053 7,94 3.539 8,33
2026-01-26 13F Prosperity Financial Group, Inc. 61.431 3,30 2.936 3,64
2026-04-24 13F ProCore Advisors, LLC 6.636 -3,57 337 2,74
2026-02-05 13F Guardian Capital, LLC 8.220 393
2026-04-21 13F/A Madrid Wealth Management, LLC 5.332 -15,23 271 -10,00
2026-02-18 13F EP Wealth Advisors, Inc. 748.464 0,39 35.769 10,09
2026-04-20 13F Hilton Head Capital Partners, LLC 176 0,00 9 0,00
2026-02-03 13F Sequoia Financial Advisors, LLC 16.089 -1,90 769 -1,66
2026-04-22 13F BigSur Wealth Management LLC 30.855 0,00 1.568 5,59
2026-01-16 13F PFS Partners, LLC 0 -100,00 0
2026-01-27 13F BankPlus Trust Department 1.880 0,00 90 0,00
2026-04-15 13F Northbridge Financial Group, Llc 41.729 -1,71 2.296 13,17
2026-04-17 13F Krilogy Financial LLC 3.738 201
2026-04-14 13F eCIO, Inc. 0 -100,00 0
2026-04-13 13F Breachway Investments LLC 25.969 0,60 1.342 8,84
2026-02-03 13F Indivisible Partners 14.104 674
2026-02-13 13F Mill Creek Capital Advisors, LLC 10.169 0,00 486 0,21
2026-01-23 13F Transcend Wealth Collective, Llc 4.231 0,00 202 0,50
2026-01-26 13F PFG Investments, LLC 6.549 -1,52 313 -1,27
2026-02-11 13F O'shaughnessy Asset Management, Llc 15.707 9,34 751 9,65
2026-02-17 13F Consultiva Wealth Management, Corp. 500 0,00 24 0,00
2026-01-21 13F Future Financial Wealth Managment LLC 0 -100,00 0
2026-04-23 13F OakTrust Wealth Advisors, LLC 7.895 -0,55 401 5,80
2026-02-12 13F Founders Financial Alliance, LLC 177 -82,54 8 -83,33
2026-04-21 13F Washington Growth Strategies Llc 126.737 -0,52 6.440 5,77
2026-02-03 13F NewEdge Wealth, LLC 27.437 -0,19 1.311 -0,38
2026-02-10 13F Operose Advisors LLC 545 0,00 26 4,00
2026-02-13 13F MAI Capital Management 190.473 -12,87 9.103 -12,57
2026-02-26 13F Anchor Investment Management, LLC 3.400 0,00 162 0,62
2026-01-27 13F TD Waterhouse Canada Inc. 21.002 22,49 1.004 22,92
2026-02-11 13F Strategy Asset Managers Llc 42.503 0,70 2.031 1,04
2026-02-06 13F Addison Advisors LLC 800 0,00 38 0,00
2026-04-24 13F Bellevue Asset Management, Llc 206 0,98 10 11,11
2026-02-13 13F Morgan Dempsey Capital Management Llc 545 0,00 26 4,00
2026-01-28 13F Kingswood Wealth Advisors, Llc 29.997 9,70 1.434 10,06
2026-02-09 13F Interactive Financial Advisors 0 -100,00 0
2026-01-29 13F Riggs Asset Managment Co. Inc. 327.859 -0,82 15.668 -0,49
2026-02-12 13F Helium Advisors LLC 4.845 6,13 232 6,45
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 63.480 1,61 3.225 8,04
2026-02-17 13F Susquehanna International Group, Llp Call 18.500 -18,14 884 -17,84
2026-02-17 13F Susquehanna International Group, Llp 12.252 86,91 586 87,50
2026-04-15 13F Archford Capital Strategies, LLC 6.320 2,12 321 8,81
2026-02-11 13F Deutsche Bank Ag\ 320 -1,54 15 0,00
2026-02-13 13F Clal Insurance Enterprises Holdings Ltd 1.871.750 -24,94 90 -24,58
2026-02-17 13F Warren Averett Asset Management, LLC 185 9
2026-02-10 13F Foundations Investment Advisors, LLC 0 -100,00 0
2026-04-17 13F Wealthbridge Capital Management, Llc 89.846 6,49 4.565 13,22
2026-02-12 13F Summit Financial, LLC 13.619 0,65 655 1,71
2026-01-30 13F Bogart Wealth, LLC 0 -100,00 0
2026-02-10 13F Main Management LLC 858 0,00 0
2026-04-15 13F Fortitude Family Office, LLC 0 -100,00 0
2026-01-26 13F Main Street Group, LTD 0 -100,00 0
2026-04-16 13F Capital Advisors, Ltd. LLC 45.237 18,85 2 100,00
2026-02-13 13F Destination Wealth Management 636.681 -0,32 30.427 0,01
2026-01-23 13F HBW Advisory Services LLC 352.975 -2,27 16.869 -1,94
2026-04-06 13F Private Client Services, Llc 4.025 205
2025-11-03 13F Annis Gardner Whiting Capital Advisors, LLC 0 -100,00 0
2026-02-10 13F BKD Wealth Advisors, LLC 9.092 -0,43 435 0,00
2026-03-13 13F Fund Advisors of America Inc/FL 5.540 265
2026-02-05 13F Thrivent Financial For Lutherans 491.637 29,05 23 27,78
2026-01-23 13F Diversify Advisory Services, LLC 49.678 11,16 2.562 19,12
2026-02-10 13F/A Northwestern Mutual Wealth Management Co 1.826.796 -5,25 87.303 -4,93
2026-02-12 13F Richard W. Paul & Associates, LLC 105 -53,95 5 -50,00
2026-02-12 13F Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 47.110 0,00 2.258 0,94
2026-02-13 13F OpenArc Corporate Advisory, LLC 10.349 495
2025-11-13 13F Empowered Funds, LLC 0 -100,00 0
2026-02-10 13F MGO Private Wealth, LLC 9.443 -2,23 451 -1,96
2026-04-09 13F Mechanics Bank Trust Department 10.200 0,00 518 6,37
2026-02-02 13F Montag A & Associates Inc 103.337 -6,08 4.960 -5,36
2026-02-17 13F Capital Insight Partners, Llc 0 -100,00 0
2026-04-24 13F Key FInancial Inc 891 -7,09 45 0,00
2026-01-28 13F Diversified Enterprises, LLC 11.038 7,11 527 7,55
2026-02-11 13F Prestige Wealth Management Group LLC 195 0,00 9 0,00
2026-04-20 13F SILVER OAK SECURITIES, Inc 6.680 -3,48 339 1,50
2025-11-14 13F Wood Tarver Financial Group, LLC 0 -100,00 0
2026-02-24 13F Stone Wealth Partners 6.062 292
2026-04-14 13F Prospera Financial Services Inc 37.098 7,88 1.886 14,66
2026-04-20 13F Global Financial Private Client, LLC 7.500 0,00 381 6,42
2026-02-13 13F Ubs Asset Management Americas Inc 1.025 49
2026-04-23 13F Bridge Generations Wealth Management Llc 0 -100,00 0
2026-02-17 13F Wealth Watch Advisors, INC 810 0,00 39 0,00
2026-04-15 13F Signature Estate & Investment Advisors Llc 13.226 0,60 672 7,01
2026-01-28 13F N.E.W. Advisory Services LLC 104 5
2026-02-11 13F Alteri Wealth LLC 10.709 5,47 512 5,80
2026-02-12 13F Investor's Fiduciary Advisor Network, LLC 36.610 2
2026-04-23 13F J.w. Cole Advisors, Inc. 6.765 344
2026-04-08 13F Wealthspan Partners, Llc 7.978 2,49 405 9,16
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