SHY - iShares Trust - iShares 1-3 Year Treasury Bond ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (NasdaqGM)

iShares Trust - iShares 1-3 Year Treasury Bond ETF
US ˙ NasdaqGM ˙ US4642874576

Grundlæggende statistik
Institutionelle ejere 1209 total, 1206 long only, 0 short only, 3 long/short - change of 1,42% MRQ
Gennemsnitlig porteføljeallokering 0.5384 % - change of -7,97% MRQ
Institutionelle aktier (lange) 228.915.443 (ex 13D/G) - change of -7,00MM shares -2,97% MRQ
Institutionel værdi (lang) $ 18.448.405 USD ($1000)
Institutionelt ejerskab og aktionærer

iShares Trust - iShares 1-3 Year Treasury Bond ETF (US:SHY) har 1209 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 228,915,443 aktier. Største aktionærer omfatter Morgan Stanley, Captrust Financial Advisors, BlackRock, Inc., Bank Of America Corp /de/, Jpmorgan Chase & Co, LPL Financial LLC, Bank of New York Mellon Corp, Wells Fargo & Company/mn, UBS Group AG, and Ameriprise Financial Inc .

iShares Trust - iShares 1-3 Year Treasury Bond ETF (NasdaqGM:SHY) 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 82,57 / share. Previously, on April 28, 2025, the share price was 82,96 / share. This represents a decline of 0,47% over that period.

SHY / iShares Trust - iShares 1-3 Year Treasury 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.

AI+ Ask Fintel’s AI assistant about iShares Trust - iShares 1-3 Year Treasury Bond ETF.

Select a question to share a public post with an AI-crafted answer.

Thinking of good questions…
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.

SHY / iShares Trust - iShares 1-3 Year Treasury 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.

Upgrade to unlock premium data.

Fil dato Form Investor Forrige
Aktier
Seneste
Aktier
Δ Aktier
(Procent)
Ejendomsret
(Procent)
Δ Ejerskab
(Procent)
2026-01-21 13G/A BlackRock Portfolio Management LLC 16,287,896 13,613,516 -16.42 4.80 -18.64
2025-04-22 13G/A BlackRock, Inc. 16,807,544 0 -100.00 0.00 -100.00
13F og NPORT arkivering

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

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

Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2026-01-29 13F UBS Group AG Call 375.000 150,00 31.058 149,57
2025-11-17 13F Harvest Investment Services, LLC 0 -100,00 0 -100,00
2026-01-29 13F UBS Group AG 4.920.809 0,54 407.541 0,37
2025-11-06 13F Blume Capital Management, Inc. 0 -100,00 0
2026-02-11 13F O'shaughnessy Asset Management, Llc 305.370 11,46 25.291 11,27
2026-02-04 13F First Foundation Advisors 9.175 -21,46 760 -21,67
2026-02-19 13F CBM Financial, LLC 0 -100,00 0
2026-04-07 13F Howard Financial Services, Ltd. 5.653 16,01 467 15,63
2026-02-17 13F Guardian Partners Inc. 0 -100,00 0
2026-02-12 13F Mission Creek Capital Partners, Inc. 2.837 0,21 235 0,00
2026-04-21 13F Topsail Wealth Management, LLC 5 0,00 0
2026-04-17 13F Capital Squared Financial LLC 3.410 282
2026-02-04 13F Money Concepts Capital Corp 53.321 5,83 4.416 5,67
2026-02-10 13F Weaver Consulting Group 6.507 -5,94 539 -6,11
2026-02-13 13F Delos Wealth Advisors, LLC 356 0,00 29 0,00
2026-02-13 13F Wells Fargo & Company/mn 5.213.941 0,88 431.819 0,71
2026-02-12 13F Connecticut Wealth Management, LLC 44.467 3.683
2026-04-10 13F Centurion Wealth Management LLC 2.884 2,09 238 1,71
2026-02-03 13F Ballast Advisors Llc 2.844 0,00 236 0,00
2026-04-20 13F Obermeyer Wood Investment Counsel, Lllp 9.218 -5,79 761 -6,05
2026-01-27 13F TD Waterhouse Canada Inc. 21.984 -54,23 1.821 -54,24
2026-02-06 13F Midwest Professional Planners, LTD. 22.126 3,05 1.832 2,86
2026-04-20 13F Jfs Wealth Advisors, Llc 106.582 -6,11 8.800 -6,39
2026-04-21 13F Maridea Wealth Management LLC 14.026 165,44 1.158 164,99
2026-02-12 13F Ruggiero Investments, Inc. 16.226 1.344
2026-04-13 13F Bank of New Hampshire 538 -11,95 44 -12,00
2026-02-14 13F Rockefeller Capital Management L.P. 1.234.459 418,73 33.296 68,65
2026-01-06 13F Ransom Advisory, Ltd 2.200 182
2026-01-29 13F UBS Group AG Put 375.000 150,00 31.058 149,57
2026-01-30 13F Renasant Bank 2.473 -50,31 205 -50,49
2026-02-05 13F Bank Julius Baer & Co. Ltd, Zurich 615 0,00 51 -1,96
2026-04-17 13F Hanson & Doremus Investment Management 226 0,00 0
2026-04-23 13F Sawyer & Company, Inc 65 0,00 5 0,00
2026-02-09 13F Harbour Investments, Inc. 3.100 -0,61 257 -0,78
2026-02-20 13F Kovitz Investment Group Partners, LLC 246.663 -46,52 20.429 -46,61
2026-04-13 13F Plan Group Financial, LLC 37.285 37,75 3.079 37,35
2026-02-17 13F Asset One Wealth Management LLC 10.271 849
2026-02-09 13F Kestra Investment Management, LLC 3.619 -12,18 300 -12,32
2026-02-12 13F Gould Capital, LLC 0 -100,00 0
2026-01-30 13F Pekin Hardy Strauss, Inc. 3.665 4,27 304 4,12
2026-02-13 13F Smartleaf Asset Management LLC 27.798 4,80 2.303 4,73
2026-02-05 13F Tucker Asset Management Llc 14 0,00 1 0,00
2026-01-21 13F New Wave Wealth Advisors Llc 10.523 -12,02 872 -12,20
2026-02-04 13F BCJ Capital Management, LLC 41.597 -2,37 3.445 -2,52
2025-11-12 13F Transce3nd, LLC 0 -100,00 0
2026-04-21 13F Financial Consulate, Inc 323.277 26.693
2026-02-10 13F/A Northwestern Mutual Wealth Management Co 1.290.103 18,77 106.846 18,56
2026-04-22 13F Fort Washington Investment Advisors Inc /oh/ 6.639 0,00 548 -0,18
2026-01-12 13F Daymark Wealth Partners, Llc 10.221 -22,69 847 -22,81
2026-04-13 13F Hudson Capital Management LLC 0 -100,00 0
2025-11-14 13F Wolverine Trading, Llc Call 34.300 285,39 2.844 286,41
2026-04-16 13F Spectrum Planning & Advisory Services Inc. 0 -100,00 0
2026-02-12 13F Capital Counsel Llc/ny 19.800 50,28 1.640 50,09
2025-11-14 13F Wolverine Trading, Llc Put 27.900 18,72 2.313 18,92
2026-02-09 13F Coldstream Capital Management Inc 2.567 213
2026-02-17 13F Mustico Financial Group, Inc. 4.286 -30,88 355 -29,70
2026-02-11 13F Deutsche Bank Ag\ 16.090 -0,07 1.333 -0,22
2026-01-27 13F Regions Financial Corp 10.056 -30,92 833 -31,07
2026-02-06 13F Envestnet Portfolio Solutions, Inc. 130.705 -0,01 10.825 -0,18
2026-02-13 13F Archetype Wealth Partners 3.407 -3,40 0
2026-01-20 13F Nvwm, Llc 21.690 3,72 1.796 3,58
2026-02-26 13F Ssa Swiss Advisors Ag 11.082 -46,37 918 -46,50
2026-01-29 13F LFA - Lugano Financial Advisors SA 24.548 0,65 2.033 0,79
2025-11-07 13F TCTC Holdings, LLC 0 -100,00 0
2025-11-03 13F Principle Wealth Partners Llc 0 -100,00 0 -100,00
2026-02-12 13F Graetz Wealth LLC 10.603 878
2026-02-11 13F Napier Financial, LLC 83.643 6.927
2026-02-09 13F Horizon Family Wealth, Inc. 5.964 2,88 494 2,71
2026-02-03 13F Bokf, Na 4.407 0,00 365 -0,27
2026-04-21 13F Vise Technologies, Inc. 12.983 0,00 1.075 0,00
2026-02-10 13F WCG Wealth Advisors LLC 11.074 917
2026-03-12 13F Vericrest Private Wealth 0 -100,00 0
2026-01-12 13F Castleview Partners, Llc 6.440 -8,04 533 -8,10
2026-02-11 13F Invst, LLC 8.703 -15,20 721 -15,39
2026-02-13 13F Acorns Advisers, LLC 200.932 4,72 17 6,67
2026-01-28 13F West Michigan Advisors, Llc 8.539 -5,94 707 -6,11
2026-02-13 13F Southeast Asset Advisors Inc. 0 -100,00 0
2025-11-13 13F Alamar Capital Management, LLC 89.216 18,37 7.401 18,51
2025-11-06 13F Claudia M.p. Batlle, Crp (r) Llc 0 -100,00 0
2026-04-23 13F Signature Securities Group Corporation 3.862 0,39 319 0,00
2026-02-11 13F WESCAP Management Group, Inc. 50.190 8,46 4.157 8,29
2025-11-07 13F Synovus Financial Corp 406.980 -1,81 33.764 -1,70
2026-02-10 13F IFG Advisory, LLC 11.607 961
2026-04-14 13F American State Bank (Iowa) 0 -100,00 0
2026-01-14 13F Global View Capital Management LLC 6.132 64,75 508 64,61
2026-04-22 13F Wernau Asset Management Inc. 4.092 2,56 338 2,12
2026-04-24 13F Advanced Asset Management Advisors Inc 12.667 0,71 1.046 0,38
2026-02-02 13F Benjamin Edwards Inc 16.261 26,41 1.347 26,15
2026-02-09 13F Interactive Financial Advisors 2.486 -37,44 206 -37,69
2026-02-18 13F First Citizens Bank & Trust Co 72.738 8,41 6.024 8,23
2026-04-15 13F Founders Grove Wealth Partners, Llc 24.809 0,09 2.048 -0,19
2025-11-14 13F Manchester Capital Management LLC 3 0
2026-04-20 13F MBA Advisors LLC 124.132 10,49 10.250 10,16
2026-02-06 13F Cascade Financial Partners, LLC 157.949 56,01 13.081 55,76
2026-01-07 13F Aventura Private Wealth, LLC 2.236 17,44 185 17,83
2026-01-30 13F Sigma Planning Corp 294.513 8,50 24.398 8,34
2026-01-21 13F Sound Income Strategies, LLC 1.335 232,92 111 233,33
2026-01-28 13F Quent Long Short Global Small Cap Fund, LP 644.941 53.414
2026-02-05 13F Td Private Client Wealth Llc 908.470 -2,33 75.240 -2,49
2026-04-03 13F Ridgewood Investments LLC 0 -100,00 0
2026-04-10 13F/A WLTH Capital Management, LLC 18.013 1,17 1.487 0,61
2026-04-22 13F JNBA Financial Advisors 395 0,00 33 0,00
2026-01-30 13F W.G. Shaheen & Associates DBA Whitney & Co 4.719 391
2026-04-21 13F Spectrum Asset Management, Inc. (NB/CA) 0 -100,00 0
2026-04-08 13F Dynamic Advisor Solutions LLC 244.153 -6,90 20.160 -7,19
2026-02-20 13F Sunbelt Securities, Inc. 3.012 -2,74 249 -2,73
2026-02-17 13F Coppell Advisory Solutions LLC 3.239 0,00 268 0,00
2026-01-27 13F WealthCollab, LLC 234 19
2026-01-30 13F Strategic Blueprint, LLC 72.418 6,11 5.998 5,92
2026-01-26 13F Childress Capital Advisors, Llc 10.800 0,00 894 -0,11
2026-02-09 13F Integrity Alliance, Llc. 28.951 2.398
2026-02-09 13F Putnam Fl Investment Management Co 121.887 -15,89 10.095 -16,03
2026-01-23 13F Guidance Capital, Inc 19.532 170,00 1.617 169,05
2026-02-02 13F GenTrust, LLC 15.545 0,00 1.287 -0,16
2026-02-06 13F Pnc Financial Services Group, Inc. 2.056.211 45,29 170.295 45,04
2026-04-23 13F Foundry Financial Group, Inc. 15.212 5,84 1.256 5,55
2026-01-26 13F Invested Advisors 9.591 -31,81 794 -31,14
2026-02-28 13F NCM Capital Management, LLC 12.889 11,22 1.067 11,03
2026-02-03 13F/A Broadwater Capital Management Llc 0 0
2026-04-24 13F Heritage Oak Wealth Advisors Llc 309.201 25.531
2026-02-03 13F RWM Asset Management, LLC 0 -100,00 0
2026-01-27 13F Berger Financial Group, Inc 9.106 12,09 754 11,87
2026-02-17 13F EFG International AG 22.517 1.865
2026-04-21 13F Trevian Wealth Management LLC 0 -100,00 0
2026-02-02 13F Gouws Capital LLC 3.000 20,00 248 19,81
2026-04-10 13F Bouvel Investment Partners, LLC 76.128 -2,15 6.286 -2,45
2026-04-23 13F SevenBridge Financial Group, LLC 79.151 -3,74 6.532 -4,15
2026-02-09 13F Fisher Asset Management, LLC 566.873 13,05 46.948 12,86
2026-04-15 13F Bright Futures Wealth Management, LLC. 33.339 35,89 2.753 35,50
2026-02-06 13F Global Retirement Partners, LLC 92.026 32,98 7.622 32,77
2026-02-17 13F Modern Wealth Management, LLC 433.974 3,93 35.942 3,75
2026-04-22 13F Essential Planning, LLC. 34.459 -4,63 2.845 -4,91
2026-01-29 13F Quest 10 Wealth Builders, Inc. 3 -40,00 0
2026-02-12 13F Conservest Capital Advisors, Inc. 2.868 -44,16 238 -44,37
2026-04-13 13F ONE Advisory Partners, LLC 0 -100,00 0
2026-01-29 13F Comerica Bank 362.866 -12,53 30.053 -12,67
2026-02-13 13F Ubs Asset Management Americas Inc 48 4
2026-02-03 13F Sequoia Financial Advisors, LLC 24.434 -1,10 2.024 -1,27
2025-11-05 13F Lokken Investment Group LLC 13.268 27,70 1.101 27,91
2026-02-10 13F Anchor Capital Advisors Llc 251.317 -2,11 20.814 -2,27
2026-01-21 13F Westfuller Advisors, LLC 5.702 0,14 472 0,00
2026-01-06 13F Fulcrum Equity Management 0 -100,00 0
2026-02-09 13F Allium Financial Advisors, Llc 2.433 0,00 202 0,00
2026-02-17 13F Warren Averett Asset Management, LLC 69.573 -2,58 5.762 -2,73
2026-03-04 13F Rehmann Capital Advisory Group 26.248 0,39 2.174 0,18
2026-02-12 13F Leigh Baldwin & Co., Llc 13.797 7,19 1.143 7,12
2026-04-15 13F Midwest Heritage Bank, FSB 100.955 23,20 8.336 22,83
2026-04-20 13F CWA Asset Management Group, LLC 877.639 2,23 72.467 1,92
2026-02-13 13F Timelo Investment Management Inc. 27.100 0,00 2.244 -0,18
2026-02-12 13F Litman Gregory Asset Management LLC 3.350 18,37 277 18,38
2026-02-05 13F Thrivent Financial For Lutherans 4.085 -43,92 0
2026-02-17 13F Cahill Financial Advisors Inc 5.959 36,17 493 35,81
2026-03-24 13F Armis Advisers, LLC 73.617 -6,97 6.059 -7,51
2026-04-17 13F Krilogy Financial LLC 9.522 0,03 785 -0,38
2026-02-13 13F Pacific Center for Financial Services 2.433 0,00 202 0,00
2026-01-12 13F Traynor Capital Management, Inc. 9.200 0,00 762 -0,26
2026-01-29 13F Capital Investment Services of America, Inc. 145.050 0,91 12.013 0,75
2026-02-06 13F Addison Advisors LLC 160 0,00 13 0,00
2026-04-17 13F Arkfeld Wealth Strategies, L.L.C. 3.128 0,32 258 0,00
2026-01-29 13F Resonant Capital Advisors, LLC 4.635 0,00 384 -0,26
2026-02-12 13F StoneX Group Inc. 23.393 5,83 1.937 5,67
2026-04-06 13F CX Institutional 408.854 1,66 34 0,00
2026-01-26 13F PFG Investments, LLC 20.468 -7,46 1.695 -7,58
2026-02-18 13F Caitlin John, LLC 852 -2,18 71 -2,78
2026-02-05 13F Barr E S & Co 5.775 -4,15 478 -4,21
2026-02-13 13F Platform Technology Partners 16.039 -16,81 1.328 -16,95
2026-01-16 13F Tempus Wealth Planning, LLC 4.123 0,00 341 -0,29
2026-02-06 13F Mizuho Markets Americas Llc 1.708.955 -65,82 141.536 -65,88
2026-01-20 13F Ascent Group, LLC 183.076 -1,06 15.162 -1,22
2026-02-03 13F Patten & Patten Inc/tn 87.438 53,56 7.242 53,31
2026-02-17 13F Per Stirling Capital Management, LLC. 13.902 -20,98 1.151 -21,11
2025-11-14 13F Strategic Wealth Partners, Ltd. 9.022 -6,25 748 -6,15
2026-04-17 13F IFC & Insurance Marketing, Inc. 3.549 -24,52 293
2026-04-16 13F Montecito Bank & Trust 6.223 0,00 514 -0,39
2026-02-10 13F Envestnet Asset Management Inc 3.493.086 -11,75 289.297 -11,90
2026-04-14 13F West Branch Capital LLC 337 0,60 28 0,00
2026-01-23 13F Carnegie Capital Asset Management, LLC 13.463 10,92 1.115 10,83
2026-02-09 13F Strategic Financial Concepts, LLC 9.988 827
2026-02-11 13F MCF Advisors LLC 300 25
2026-02-03 13F NewEdge Wealth, LLC 22.088 0,27 1.829 0,44
2026-01-30 13F Activest Wealth Management 0 -100,00 0
2026-01-29 13F Brickley Wealth Management 5.507 5,74 456 5,56
2026-02-12 13F Jane Street Group, Llc Put 0 -100,00 0 -100,00
2026-01-30 13F AMG National Trust Bank 11.953 188,02 990 187,50
2026-02-03 13F Liberty Atlantic Advisors LLC 28.391 2.351
2026-02-09 13F King Wealth 18.338 -1,70 2 0,00
2026-01-27 13F Symmetry Partners, LLC 107.257 0,63 8.883 0,46
2026-02-06 13F Tanglewood Legacy Advisors, LLC 66 0,00 5 0,00
2026-02-13 13F Van Eck Associates Corp 416 0,00 0
2026-03-04 13F/A Valpey Financial Services, LLC 13.451 10,84 1.114 10,74
2026-04-24 13F Root Financial Partners, LLC 9.881 0,00 816 -0,37
2026-01-20 13F Ntv Asset Management Llc 24.245 3,18 2.008 2,98
2026-04-21 13F International Private Wealth Advisors LLC 4.136 15,14 342 14,81
2026-04-24 13F James Investment Research Inc 122.478 -2,80 10.113 -3,10
2026-04-14 13F Family Wealth Partners, Llc 27.132 -6,80 2.240 -7,05
2026-04-24 13F Able Wealth Management LLC 75.529 8,17 6.236 7,85
2026-03-05 13F Gunpowder Capital Management, LLC dba Oliver Wealth Management 129 11
2026-02-03 13F D.B. Root & Company, LLC 0 -100,00 0
2026-04-15 13F Wright Fund Managment, LLC 27.132 2.240
2026-02-11 13F Pettyjohn, Wood & White, Inc 2.525 0,00 209 0,00
2026-01-29 13F Financial Life Planners 0 -100,00 0
2026-02-04 13F Seelaus Asset Management LLC 2.529 0,00 209 0,00
2026-01-27 13F Belpointe Asset Management LLC 16.184 -7,07 1.340 -7,20
2026-02-12 13F Adviser Investments LLC 8.662 717
2026-02-12 13F Keel Point, LLC 38.398 0,37 3.180 0,22
2026-02-13 13F Northwest Bancshares, Inc. 2.470 205
2026-01-28 13F Cadinha & Co Llc 3.557 -6,57 295 -6,67
2026-01-20 13F Independence Bank of Kentucky 86 -32,28 7 -30,00
2026-02-10 13F COFG Advisors, LLC 30.618 2.536
2025-11-14 13F KADENSA CAPITAL Ltd 0 -100,00 0
2025-11-14 13F Wood Tarver Financial Group, LLC 0 -100,00 0
2026-02-06 13F Forum Private Client Group LLC 4.995 -16,09 414 -16,23
2026-02-10 13F DiMeo Schneider & Associates, L.L.C. 7.374 -2,79 611 -3,02
2026-02-17 13F Guggenheim Capital Llc 599.549 -3,05 49.655 -3,22
2026-02-10 13F Ted Buchan & Co 147.087 3,76 12.182 3,58
2026-01-29 13F D.a. Davidson & Co. 131.891 43,70 10.923 43,46
2026-02-13 13F Voya Financial Advisors, Inc. 20.417 -10,66 1.691 -10,72
2026-04-23 13F Willis Johnson & Associates, Inc. 5.313 -47,26 439 -47,48
2026-02-03 13F Vantage Financial Partners, LLC 5.915 -4,84 490 -5,05
2025-11-10 13F Personal Cfo Solutions, Llc 0 -100,00 0
2026-04-21 13F Avaii Wealth Management, Llc 3.564 -3,88 294 -4,23
2026-01-21 13F Raleigh Capital Management Inc. 1 -66,67 0
2026-02-13 13F Element Pointe Advisors, Llc 335.766 -3,36 27.808 -3,52
2026-02-17 13F Bank Of America Corp /de/ 12.197.642 3,90 1.010.209 3,72
2025-11-12 13F United Advisor Group, LLC 0 -100,00 0
2026-02-18 13F Sierra Capital LLC 8.285 0,00 1
2026-01-12 13F CVA Family Office, LLC 5.625 0,00 466 -0,21
2026-04-08 13F Seed Wealth Management, Inc. 3.895 9,26 322 8,81
2026-04-23 13F Harbor Investment Advisory, Llc 38.603 -25,45 3.187 -25,68
2026-04-15 13F Define Financial, Llc 2.427 200
2026-02-12 13F Oak Associates Ltd /oh/ 9.608 81,35 796
2026-04-16 13F Toth Financial Advisory Corp 4 0,00 0
2025-11-06 13F GK Wealth Management LLC 0 -100,00 0
2026-04-15 13F Cranbrook Wealth Management, LLC 212 0,00 18 0,00
2026-01-29 13F Simon Quick Advisors, Llc 10.579 0,58 876 0,46
2026-02-10 13F Argent Trust Co 3.527 3,52 292 3,55
2026-02-10 13F Shepherd Financial Partners LLC 5.121 -0,19 424 -0,24
2026-02-13 13F Colony Group, LLC 1.319.536 4,21 109.285 4,03
2026-01-23 13F Bright Financial Advisors, Inc. 9.401 -4,29 779 -4,42
2026-04-09 13F Pacifica Partners Inc. 20 -83,05 2 -88,89
2026-01-30 13F Laurel Wealth Advisors LLC 29.133 -1,03 2.413 -1,23
2026-01-28 13F Juno Financial Group LLC 4.278 354
2026-02-03 13F Emerald Investment Partners, Llc 14.728 -12,13 1.220 -12,30
2026-04-13 13F Cogent Private Wealth, Inc. 13.246 0,00 1.094 -0,36
2026-04-24 13F Capital Asset Advisory Services LLC 6.220 -1,19 514 -1,54
2026-04-13 13F Trust Co 5.856 0,27 484 0,00
2026-04-14 13F SigFig Wealth Management, LLC 57.430 2,62 4.742 2,35
2026-04-22 13F 1492 Capital Management LLC 3.063 21,55 253 21,15
2026-02-11 13F SOUTH STATE Corp 402.186 -4,70 33.309 -4,86
2026-02-10 13F Peapack Gladstone Financial Corp 235.790 -3,53 20 -5,00
2026-02-19 13F Mcguire Capital Advisors Inc 12 1
2026-01-23 13F Freestone Capital Holdings, LLC 3.782 313
2026-01-29 13F Mattern Capital Management, Llc 28.982 7,62 2.400 7,43
2026-04-08 13F Sunburst Financial Group, LLC 0 -100,00 0
2026-01-02 13F Global Wealth Strategies & Associates 0 -100,00 0
2026-04-23 13F Traub Capital Management LLC 28.561 -0,03 2.358 -0,34
2026-02-13 13F MAI Capital Management 193.401 59,61 16.017 59,34
2026-02-13 13F Wilkerson Advisory Group LLC 161 13
2026-02-17 13F Pacific Financial Group Inc 25.421 21,04 2.105 20,84
2026-01-20 13F Ethos Financial Group, LLC 4.733 -21,00 392 -21,13
2026-02-13 13F Markin Asset Management, LP 16.787 1.390
2026-01-20 13F Savvy Advisors, Inc. 17.267 1.430
2026-02-12 13F GreatBanc Trust CO 5.725 -4,98 474 -5,01
2026-04-10 13F Armstrong Advisory Group, Inc 3.010 0,00 249 -0,40
2026-04-24 13F Patten Group, Inc. 26.215 4,98 2.165 4,64
2026-01-27 13F Retirement Income Solutions, Inc 7.999 -11,51 662 -11,62
2026-02-17 13F Cardiff Park Advisors, Llc 3.000 0,00 248 0,00
2026-02-17 13F Susquehanna International Group, Llp Put 0 -100,00 0
2026-04-08 13F Northstar Advisory Group, LLC 128.988 10.651
2026-04-21 13F Venturi Wealth Management, LLC 11.801 974
2026-04-22 13F Vicus Capital 10.671 17,43 881 17,15
2025-10-31 13F OneAscent Family Office, LLC 0 -100,00 0
2026-04-06 13F Rosenberg Matthew Hamilton 36 0,00 3 0,00
2026-04-21 13F Sugar Maple Asset Management, LLC 78.918 0,76 6.516 0,46
2026-04-23 13F Capital Investment Counsel, LLC 4.835 12,70 399 12,39
2025-10-29 13F SOL Capital Management CO 0 -100,00 0
2026-02-17 13F Old Mission Capital Llc 24.988 2.070
2026-04-08 13F RoundAngle Advisors LLC 2.653 -2,21 219 -2,23
2026-04-21 13F Trilogy Capital Inc. 11.011 315,51 909 315,07
2026-04-21 13F Biltmore Wealth Management, LLC 6.466 -5,00 534 -5,33
2026-04-24 13F Oakworth Capital, Inc. 100 0,00 8 0,00
2025-11-13 13F Renaissance Technologies Llc 0 -100,00 0
2026-02-17 13F Integrated Advisors Network LLC 70.666 0,49 5.853 0,33
2025-10-31 13F Frazier Financial Advisors, LLC 0 -100,00 0
2026-02-13 13F Parkside Financial Bank & Trust 1.455 -46,17 121 -46,43
2026-02-17 13F Two Sigma Securities, Llc 96.237 679,12 7.970 678,32
2026-02-13 13F Level Four Advisory Services, Llc 36.128 1,96 2.992 1,80
2026-02-10 13F Rothschild Investment Llc 35.584 4,78 2.947 4,61
2026-02-13 13F Bluedoor Private Wealth, Llc 4.643 385
2026-02-17 13F Lazard Asset Management Llc 17.860 -1,58 1.479 -1,73
2026-01-29 13F Inscription Capital, LLC 0 -100,00 0 -100,00
2026-02-06 13F Fortis Group Advisors, LLC 3.076 -5,27 255 -5,20
2026-04-16 13F Klaas Financial Asset Advisors, LLC 20.403 -91,81 1.685 -91,84
2026-02-02 13F Blalock Williams, Llc 7.360 5,47 610 5,36
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 5.140 59,43 424 58,80
2026-04-22 13F TBH Global Asset Management, LLC 0 -100,00 0
2026-04-22 13F TPG Advisors LLC 3.607 0,00 298 -0,34
2026-04-14 13F Wealthcare Advisory Partners LLC 36.523 0,13 3.016 -0,17
2026-02-11 13F Cerity Partners LLC 2.657.363 1,54 220.083 1,37
2026-02-04 13F Rollins Financial Advisors, LLC 5.888 88,48 488 88,03
2026-01-12 13F Robinson Value Management, Ltd. 17.475 0,65 1.447 0,49
2026-04-20 13F White Pine Investment CO 4.635 -26,70 0
2026-02-10 13F Marble Wealth, LLC 14.523 1.203
2026-02-06 13F New Millennium Group LLC 0 -100,00 0
2026-02-12 13F Mount Yale Investment Advisors, LLC 17.057 10,13 1.413 9,97
2026-01-28 13F Davis-rea Ltd. 20.415 -23,91 1.691 -24,04
2026-01-23 13F Private Wealth Management Group, LLC 0 -100,00 0
2026-02-05 13F High Note Wealth, LLC 123 0,00 10 0,00
2026-02-09 13F Premier Financial Group 0 -100,00 0
2026-02-14 13F Criteria Caixa, S.a.u. 2.000.000 0,00 11.834 1,28
2026-01-28 13F Clarity Financial LLC 251.489 -52,63 20.828 -52,71
2026-02-10 13F Kesler, Norman & Wride, LLC 3.520 292
2026-02-10 13F Rational Advisors Llc 688 700,00 57 700,00
2026-04-21 13F Wesbanco Bank Inc 7.200 -0,41 595 -0,67
2026-02-03 13F Crossmark Global Holdings, Inc. 82.625 29,13 6.844 28,94
2026-02-03 13F Cheviot Value Management, LLC 4.327 -8,85 359 -9,14
2026-04-15 13F Hutchens & Kramer Investment Management Group, LLC 16.857 -2,62 1.392 -2,93
2025-11-14 13F Cutler Capital Management, LLC 0 -100,00 0
2026-02-12 13F BRYN MAWR TRUST Co 1.100 0,00 91 0,00
2026-04-14 13F Banque Pictet & Cie Sa 4.528 0,00 374 -0,53
2026-04-13 13F Perennial Advisors, LLC 44.753 5,39 3.695 5,06
2026-04-27 13F DeDora Capital, Inc. 4.994 -0,97 412 -1,20
2026-02-10 13F Principia Wealth Advisory, LLC 7.138 -62,44 591 -62,50
2026-04-20 13F Kestra Private Wealth Services, Llc 81.759 8,21 6.751 7,88
2026-02-17 13F Advisor Group Holdings, Inc. 826.010 -12,52 68.426 -12,67
2026-01-28 13F United Asset Strategies, Inc. 27.174 -3,12 2.251 -3,27
2026-02-13 13F Partners Capital Investment Group, Llp 106.376 15,97 8.810 15,78
2026-02-09 13F Huntington National Bank 20.598 -7,34
2026-04-09 13F Acropolis Investment Management, LLC 9.921 0,07 819 -0,24
2026-02-05 13F Park Square Financial Group, LLC 563 1.343,59 46 1.433,33
2026-02-05 13F WJ Wealth Management, LLC 10.990 -5,55 910 -5,70
2026-02-12 13F Eley Financial Management, Inc 97.708 2,44 8.092 2,28
2026-04-15 13F Financial Management Professionals, Inc. 14.205 0,89 1.173 0,51
2026-01-22 13F Premier Path Wealth Partners, LLC 115.563 -5,66 9.571 -5,82
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 11.857 -47,90 979 -48,09
2026-04-23 13F Woodward Diversified Capital, Llc 6.232 56,58 515 56,53
2026-02-02 13F Oak Harbor Wealth Partners, Llc 2.299 0,00 190 0,00
2026-04-06 13F Israel Discount Bank of New York 22.174 63,51 1.831 62,96
2026-04-15 13F Occidental Asset Management, LLC 3.737 -2,07 309 -2,53
2026-02-06 13F Clientfirst Wealth Management, LLC 11.689 0,00 968 -0,10
2026-04-22 13F Continuum Advisory, LLC 22.708 -9,40 1.875 -9,64
2026-02-13 13F SRS Capital Advisors, Inc. 784 65
2026-04-14 13F XY Planning Network, Inc. 9.862 -0,74 812 -1,34
2026-04-16 13F Henrickson Nauta Wealth Advisors, Inc. 8.365 -50,05 691 -50,29
2026-04-17 13F PMG Wealth Management, Inc. 25.447 -8,21 2.095 -8,76
2026-01-30 13F Durante & Waters, Llc 91.333 4,35 7.564 4,19
2026-04-08 13F Bond & Devick Financial Network, Inc. 8.059 4,55 665 4,23
2026-02-17 13F Mercer Global Advisors Inc /adv 184.462 -18,99 15.277 -19,13
2025-10-31 13F CFS Investment Advisory Services, LLC 0 -100,00 0
2026-02-17 13F Bulltick Wealth Management, LLC 80.485 42,97 6.666 42,72
2026-02-09 13F Wellington Shields Capital Management, LLC 4.775 0,00 395 -0,25
2026-01-30 13F Archer Investment Corp 82 1,23 7 0,00
2026-02-09 13F Bleakley Financial Group, LLC 892.689 21,14 73.932 20,94
2026-02-11 13F Allianz Asset Management GmbH 55.841 -54,37 4.625 -54,46
2026-04-21 13F Cambient Family Office, Llc 149.814 -11,38 12.370 -11,65
2026-02-04 13F St. James Investment Company, LLC 15.715 1,95 1.302 1,80
2026-02-13 13F Transamerica Financial Advisors, Inc. 3.307 274
2026-04-16 13F EdgeRock Capital LLC 0 -100,00 0
2026-04-22 13F Pasadena Private Wealth, LLC 0 -100,00 0
2025-11-14 13F Eqis Capital Management, Inc. 0 -100,00 0
2026-04-08 13F Arlington Trust Co LLC 110 0,00 9 0,00
2026-04-17 13F Values First Advisors, Inc. 89.406 2,34 7.382 2,03
2026-01-29 13F Rakuten Securities, Inc. 54 0,00 4 0,00
2026-02-13 13F Graybill Bartz & Assoc Ltd 0 -100,00 0
2026-02-03 13F McIlrath & Eck, LLC 491 0,00 41 0,00
2026-02-17 13F Northern Trust Corp 42.645 -9,60 3.532 -9,76
2026-01-20 13F Cypress Advisory Group LLC 9.150 -60,86 758 -60,96
2026-02-04 13F Meridian Wealth Management, LLC 15.260 -6,11 1.264 -6,31
2026-04-20 13F Independent Wealth Network Inc. 15.797 1,61 1.304 1,32
2026-02-04 13F Nwam Llc 38.017 -0,30 3.150 -0,57
2026-04-16 13F Stephen J. Garry & Associates, Llc 23.376 -12,54 1.930 -12,79
2026-02-06 13F Gables Capital Management Inc. 1.469 620,10 122 656,25
2026-04-17 13F Morris Financial Concepts, Inc. 127.556 8,50 10.532 8,18
2026-02-17 13F Irenic Capital Management LP 30.000 0,00 2.485 -0,16
2026-02-25 13F Mariner Investment Group Llc 2.636 218
2026-04-14 13F Well Done, LLC 88.181 42,94 7.281 42,51
2026-01-21 13F Ergawealth Advisors, Inc. 2.611 0,00 216 0,00
2026-04-23 13F Oppenheimer Asset Management Inc. 88.153 22,73 7.279 22,36
2026-04-15 13F Single Point Partners, LLC 32.748 0,10 2.704 -0,18
2026-04-21 13F Pflug Koory, LLC 337 0,30 28 0,00
2026-02-17 13F Insight Wealth Partners, LLC 3.506 -8,20 290 -8,23
2026-04-13 13F Mather Group, Llc. 2.934 242
2025-11-12 13F CIBC Bancorp USA Inc. 50.818 4.216
2026-04-07 13F Farther Finance Advisors, LLC 415.585 30,30 34.211 29,51
2025-11-19 13F Center For Asset Management LLC 0 -100,00 0
2026-02-18 13F NFP Retirement, Inc. 188.743 14,34 15.632 14,14
2026-04-08 13F Oliver Luxxe Assets LLC 10.310 24,32 851 24,05
2026-04-07 13F Twele Capital Management, Inc. 5.093 -3,56 421 -3,89
2026-02-12 13F Umpqua Bank 3.226 0,00 267 0,00
2026-02-23 13F Mv Capital Management, Inc. 23.634 -7,41 1.957 -7,47
2026-04-17 13F Presilium Private Wealth, Llc 12.791 -6,95 1.056 -7,21
2026-03-04 13F SHP Wealth Management 4.088 339
2026-02-14 13F Howe & Rusling Inc 316 -53,32 26 -53,57
2026-02-17 13F Aqr Capital Management Llc 17.813 1.475
2026-02-14 13F American Trust 5.030 -10,89 417 -11,11
2026-04-09 13F Chemistry Wealth Management LLC 16.683 1,11 1.378 0,81
2026-04-20 13F Sowell Financial Services LLC 8.276 -2,27 683 -2,57
2026-02-06 13F Copia Wealth Management 2.479 0,00 205 0,00
2026-01-21 13F William Howard & Co Financial Advisors Inc 20.461 0,25 1.695 0,06
2026-02-11 13F Tiaa Trust, National Association 112.010 10,82 9.277 10,64
2026-02-12 13F Commonwealth Equity Services, Llc 288.041 -16,57 23.856 85.096,43
2026-02-13 13F Potomac Fund Management Inc /adv 5.604 -13,05 464 -13,11
2026-04-13 13F Compass Ion Advisors, LLC 12.975 16,41 1.071 16,03
2026-02-17 13F Persistent Asset Partners Ltd 0 -100,00 0
2026-04-22 13F Samalin Investment Counsel, LLC 34.168 -6,11 2.821 -6,40
2026-02-17 13F Citadel Advisors Llc Call 76.900 317,93 6.369 317,30
2026-02-17 13F Citadel Advisors Llc Put 7.900 -59,90 654 -59,98
2026-02-17 13F Citadel Advisors Llc 126.168 -45,28 10.449 -45,37
2026-04-02 13F Horizons Wealth Management 1.744 -1,64 144 -1,37
2026-02-09 13F MSH Capital Advisors LLC 12.646 0,29 1.047 0,10
2026-02-13 13F Element Wealth, LLC 16.584 10,72 1.373 10,55
2026-04-24 13F Private Advisor Group, LLC 448.935 24,19 37.069 23,81
2026-01-26 13F Mirae Asset Global Investments Co., Ltd. 116.794 6,05 9.673 5,87
2025-11-13 13F GeoWealth Management, LLC 0 -100,00 0
2026-02-02 13F Robertson Stephens Wealth Management, LLC 21.008 -17,05 1.740 -17,19
2026-04-17 13F HHM Wealth Advisors, LLC 90 7
2026-02-17 13F Creative Planning 155.847 2,15 12.907 1,98
2026-04-13 13F Bay Rivers Group 7.657 21,87 632 21,54
2026-04-16 13F CPR Investments Inc. 37.383 7,87 3.087 7,53
2026-01-21 13F Townsend Asset Management Corp /nc/ /adv 11 0,00 1
2026-01-20 13F Steel Peak Wealth Management LLC 13.848 398,67 1.147 398,26
2026-02-09 13F Atlantic Trust, LLC 4.820 -35,02 399 -35,12
2026-02-17 13F First Commonwealth Financial Corp /pa/ 3.081 255
2026-02-06 13F Vestmark Advisory Solutions, Inc. 90.974 53,88 7.534 53,63
2026-02-17 13F Wealthedge Investment Advisors, Llc 35.570 1,03 2.946 0,86
2026-04-16 13F First Community Trust Na 15.028 -32,03 1.241 -32,28
2026-02-10 13F DT Investment Partners, LLC 191.116 20,84 15.828 20,64
2025-11-06 13F Navellier & Associates Inc 0 -100,00 0 -100,00
2026-04-17 13F Bell Investment Advisors, Inc 0 -100,00 0
2026-01-27 13F Journey Advisory Group, LLC 26.625 26,79 2.205 26,58
2026-02-10 13F ESL Trust Services, LLC 2.744 25,07 227 24,73
2026-02-13 13F National Bank Of Canada /fi/ 71.831 -29,85 5.949 -29,95
2026-04-16 13F Lexington Hill Partners, LLC 8.040 0,56 664 0,15
2026-02-05 13F Mount Lucas Management LP 24.034 -27,41 1.990 -27,53
2026-02-02 13F Mcdonald Partners Llc 11.534 -6,89 955 -7,01
2026-02-11 13F Capital Analysts, Inc. 5.879 -84,03 0 -100,00
2025-11-10 13F Advyzon Investment Management, LLC 0 -100,00 0 -100,00
2026-02-04 13F Midwest Trust Co 21.716 13,40 1.799 13,22
2026-02-26 13F TD Capital Management LLC 120 -40,59 10 -43,75
2026-04-10 13F Pure Financial Advisors, Inc. 113.796 9.396
2026-04-21 13F OneAscent Financial Services LLC 3.830 -0,70 316 -0,94
2026-04-21 13F Pallas Capital Advisors LLC 171.450 14.157
2026-02-12 13F Insigneo Advisory Services, Llc 6.427 -74,54 532 -74,59
2026-02-17 13F Jump Financial, LLC 30.879 85,65 2.557 85,42
2026-04-14 13F Corecam Pte. Ltd. 46.269 0,00 3.820 -0,29
2026-02-05 13F Western Wealth Management, LLC 7.622 -73,68 631 -73,41
2025-11-14 13F PineBridge Investments, L.P. 3.557.000 5,64 295.089 5,77
2026-04-22 13F AGH Wealth Advisors, LLC 3.655 -82,42 302 -82,52
2026-02-13 13F American Investment Services, Inc. 35.216 -1,89 2.917 -2,05
2026-02-13 13F Sofos Investments, Inc. 0 -100,00 0
2026-04-22 13F Joel Isaacson & Co., LLC 3.864 -29,50 319 -29,58
2026-01-12 13F VisionPoint Advisory Group, LLC 131.645 -0,28 10.903 -0,46
2026-01-16 13F Crewe Advisors LLC 2.314 0,00 192 0,00
2026-01-30 13F Simplicity Wealth,LLC 12.721 -23,28 1.054 -23,42
2026-02-17 13F Northeast Financial Group, Inc. 3.629 -3,56 301 -3,85
2026-04-22 13F Princeton Global Asset Management LLC 95 0,00 8 0,00
2026-02-02 13F Avidian Wealth Solutions, LLC 4.195 0,00 347 -0,29
2026-04-10 13F Magnus Financial Group LLC 5.767 -80,53 476 -80,60
2026-01-15 13F Lodestone Wealth Management LLC 347 29
2025-11-14 13F Permanens Capital L.P. 0 -100,00 0
2026-04-22 13F Janney Montgomery Scott LLC 150.877 48,30 12 50,00
2026-04-09 13F Elmwood Wealth Management, Inc. 3.544 23,18 293 22,69
2026-02-10 13F Bearing Point Capital, Llc 118.615 -31,60 9.824 -31,72
2026-01-20 13F Stratos Wealth Partners, LTD. 37.025 -84,62 3.066 -84,65
2026-02-11 13F Cedar Mountain Advisors, LLC 673 0,00 56 0,00
2026-02-17 13F BTG Pactual Asset Management US LLC 0 -100,00 0
2026-01-28 13F Hobbs Group Advisors, LLC 12.622 -14,21 1.045 -14,34
2026-02-06 13F EverSource Wealth Advisors, LLC 69 0,00 6 0,00
2026-02-10 13F Savant Capital, LLC 8.894 18,46 737 18,33
2026-02-17 13F Fountainhead AM, LLC 111 15
2026-04-09 13F Kelly Financial Group Llc 5.415 -2,56 447 -2,83
2026-02-13 13F Schroder Investment Management Group 54.821 0,00 4.542 -0,09
2026-04-22 13F Norris Perne & French Llp/mi 12.615 382,41 1.042 381,94
2026-02-13 13F Ausdal Financial Partners, Inc. 62.222 -3,34 5.153 -3,50
2026-02-05 13F Leuthold Group, Llc 154.959 -3,39 12.834 -3,55
2026-02-12 13F New South Capital Management Inc 9.125 0,00 756 -0,26
2026-04-24 13F Balentine LLC 0 -100,00 0
2026-02-13 13F Lifeworks Advisors, LLC 5.419 -1,78 449 -1,97
2026-02-03 13F K.J. Harrison & Partners Inc 23.309 0,47 1.930 0,47
2025-11-12 13F Clare Market Investments LLC 11.000 913
2026-04-14 13F Beacon Investment Advisory Services, Inc. 782.135 5,01 64.581 4,69
2026-04-20 13F Ronald Blue Trust, Inc. 4.568 -31,87 377 -32,07
2026-04-20 13F Benedict Financial Advisors Inc 13.510 -10,48 1.116 -10,73
2026-02-02 13F Woodard & Co Asset Management Group Inc /adv 3.374 48,83 279 48,40
2026-02-04 13F Oxbow Advisors, LLC 43.739 538,53 3.622 537,68
2026-01-28 13F Alesco Advisors Llc 9.130 25,41 756 25,37
2026-04-20 13F Dock Street Asset Management Inc 24.543 -48,25 2.027 -48,41
2026-02-13 13F Blueprint Financial Advisors LLC 0 -100,00 0
2026-01-21 13F MBL Wealth, LLC 193.916 3,21 16.060 3,04
2026-02-12 13F Wescott Financial Advisory Group, LLC 38.797 8,64 3.213 8,47
2026-02-11 13F Gwn Securities Inc. 24.720 14,88 2.047 14,68
2026-02-03 13F Morse Asset Management, Inc 800 561,16 66 560,00
2026-02-09 13F Clearwater Capital Advisors, LLC 6.070 -38,07 503 -38,25
2026-01-22 13F Compass Planning Associates Inc 0 -100,00 0
2026-01-27 13F Lodestar Private Asset Management Llc 19.630 2,02 1.626 1,82
2026-04-13 13F Jackson Square Capital, Llc 7.815 645
2025-11-14 13F Valley Financial Group, Inc. 0 -100,00 0 -100,00
2026-02-17 13F Snowden Capital Advisors LLC 60.722 -6,14 5.029 -6,28
2025-10-27 13F Grimes & Company, Inc. 0 -100,00 0
2026-02-19 13F Invesco Ltd. 19.620 -2,19 1.625 -2,40
2026-02-12 13F Tillman Hartley LLC 30.208 -0,88 2.502 -1,07
2026-02-17 13F Fwl Investment Management, Llc 12.485 -0,12 1.034 -0,29
2025-10-31 13F Northern Oak Wealth Management Inc 0 -100,00 0
2026-01-28 13F EPG Wealth Management LLC 31.980 4,15 2.649 3,97
2026-02-12 13F Quadrant Capital Group Llc 34.663 -9,56 2.871 -9,72
2026-04-14 13F Nbc Securities, Inc. 28.207 -1,49 2.329 -1,77
2026-04-20 13F McKinley Carter Wealth Services, Inc. 115.955 373,40 9.574 372,09
2026-02-06 13F Americana Partners, LLC 8.475 4,55 702 4,32
2026-01-27 13F DSG Capital Advisors, LLC 39.070 -43,58 3.235 -43,69
2026-02-12 13F Principal Securities, Inc. 39.361 -1,68 3.260 -1,87
2026-02-03 13F F/M Investments LLC 7.730 0,00 640 -0,16
2026-01-16 13F Forte Asset Management Llc 0 -100,00 0
2026-01-28 13F Rather & Kittrell, Inc. 15.427 1,81 1.278 1,59
2026-04-24 13F Axis Wealth Partners, LLC 8.978 -2,15 741 -2,37
2026-01-13 13F Two West Capital Advisors LLC 4.802 13,58 398 13,11
2026-04-17 13F Aspire Growth Partners LLC 13.465 0,12 1.112 -0,18
2026-01-26 13F Milestones Private Investment Advisors LLC 19.122 -4,79 1.584 -4,98
2026-04-23 13F Barry Investment Advisors, LLC 154.991 19,19 12.798 18,82
2026-02-12 13F Brightwater Advisory LLC 15.990 0,30 1.324 0,15
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 -100,00 0
2026-02-13 13F Williams Jones Wealth Management, LLC. 0 -100,00 0
2026-02-13 13F Fairfield, Bush & Co. 3.800 0,00 315 -0,32
2026-02-13 13F Banco Santander, S.A. 62.227 -9,86 5.154 -10,01
2026-02-02 13F PKS Advisory Services, LLC 0 -100,00 0
2026-02-10 13F New Republic Capital, LLC 546 0,00 45 0,00
2026-04-10 13F Perfromance Wealth Partners, LLC 41.045 3,91 3.389 3,61
2026-04-13 13F Lee Financial Co 10.207 -14,18 843 -14,52
2026-04-16 13F Heck Capital Advisors, LLC 95.642 -19,07 7.897 -19,31
2026-02-13 13F Vernal Point Advisors, LLC 31.705 0,00 2.626 -0,19
2026-04-15 13F Purus Wealth Management, LLC 7.775 3,10 642 2,72
2026-01-28 13F Migdal Insurance & Financial Holdings Ltd. 8.213 15,19 1
2026-02-17 13F D L Carlson Investment Group Inc 2.477 1,14 205 0,99
2026-04-24 13F Flagship Private Wealth, LLC 49.273 25,50 4.068 25,13
2026-01-05 13F Catherine Avery Investment Management LLC 8 0,00 1
2026-02-11 13F Buckingham Strategic Partners 36.452 -57,18 3.019 -57,19
2026-04-15 13F Merit Financial Group, LLC 62.784 -7,48 5.184 -7,76
2026-04-09 13F FCG Investment Co 3.010 249
2026-02-13 13F Garrison Point Advisors, Llc 8.560 1,97 709 1,72
2026-04-13 13F Nvest Wealth Strategies, Inc. 223 18
2026-04-15 13F Redhawk Wealth Advisors, Inc. 8.621 27,95 712 27,42
2026-02-13 13F Neuberger Berman Group LLC 6.145 0,00 509 -0,20
2026-02-05 13F AlphaCore Capital LLC 7.526 2.208,59 623 2.207,41
2026-02-03 13F Retirement Planning Group 4.001 29,02 331 28,79
2026-02-13 13F 1832 Asset Management L.P. 153.827 21,00 12.740 20,79
2026-02-09 13F Cary Street Partners Financial Llc 34.011 2,28 2.817 2,10
2026-02-05 13F Armor Investment Advisors, LLC 267 22
2026-04-22 13F Investment Advisory Group, LLC 38.057 1,49 3.142 1,19
2026-02-05 13F Bessemer Group Inc 16.893 45,47 1
2026-02-13 13F Arete Wealth Advisors, LLC 11.360 16,52 1
2026-02-11 13F Prudential Plc 0 -100,00 0 -100,00
2025-11-12 13F Cobblestone Capital Advisors Llc /ny/ 9.003 -0,94 747 -0,93
2026-01-23 13F Bingham Private Wealth, Llc 6.386 0,90 529 0,76
2026-01-23 13F Cambiar Investors Llc 49.242 101,56 4.078 101,28
2026-04-22 13F M3 Advisory Group, LLC 11.369 0,00 939 -0,32
2025-10-31 13F Estate Counselors, LLC 0 -100,00 0 -100,00
2026-04-21 13F Kooman & Associates 79.939 2,55 6.601 2,23
2026-01-21 13F Modera Wealth Management, LLC 11.257 -3,98 932 -4,12
2026-02-11 13F Parallel Advisors, LLC 46.604 5,92 3.860 5,73
2026-02-12 13F Financial Engines Advisors L.L.C. 25.209 274,91 2.088 274,69
2026-02-10 13F Godfrey Financial Associates, Inc. 1.019 84
2026-01-08 13F Sound View Wealth Advisors Group, LLC 9.914 0,00 821 -0,12
2026-04-08 13F Sax Wealth Advisors, Llc 3.138 0,00 260 0,00
2026-02-12 13F Triumph Capital Management 532 294,07 44 300,00
2025-11-06 13F Good Steward Wealth Advisors,LLC 0 -100,00 0
2026-04-20 13F Fiduciary Alliance LLC 6.874 75,40 567 75,00
2025-11-07 13F TT Capital Management LLC 0 -100,00 0 -100,00
2026-02-13 13F Baird Financial Group, Inc. 272.608 -1,68 22.577 -1,85
2026-01-28 13F Oversea-Chinese Banking CORP Ltd 16.207 -10,89 1.342 -11,01
2026-04-22 13F RMR Wealth Builders 27.925 -3,06 2.306 -3,35
2026-04-23 13F Elevate Capital Advisors, LLC 176.886 183,52 14.605 182,66
2026-02-03 13F Koshinski Asset Management, Inc. 8.573 -6,63 710 -6,70
2026-01-20 13F SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 11.221 25,14 929 25,37
2026-02-17 13F/A Kovack Advisors, Inc. 11.076 98,32 917 98,06
2026-04-22 13F Caldwell Trust Co 1.249 0,00 103 0,00
2026-04-21 13F HCR Wealth Advisors 41.996 -15,50 3.468 -15,75
2026-01-22 13F Bfsg, Llc 40.929 3,35 3.390 3,17
2026-02-17 13F Dimension Capital Management Llc 6.394 39,52 530 39,21
2026-04-07 13F Park Avenue Securities Llc 146.396 64,95 12 71,43
2026-02-06 13F Csenge Advisory Group 4.316 1,36 357 1,13
2026-04-20 13F Clune & Associates, Ltd. 10.931 3,88 903 3,56
2025-11-14 13F City National Bank Of Florida /msd 0 -100,00 0
2026-02-05 13F Arbor Trust Wealth Advisors, Llc 3.586 0,00 297 -0,34
2026-04-14 13F Lawood & Co 2.470 0,00 204 -0,49
2026-02-04 13F Ameritas Advisory Services, LLC 30.593 19,09 2.534 18,86
2026-04-22 13F Wealth Advisory Solutions, LLC 11.071 -0,46 914 -0,76
2026-02-12 13F Colonial Trust Advisors 638 41,78 53 40,54
2026-01-30 13F Us Bancorp \de\ 779.757 -5,42 64.580 -5,58
2026-01-26 13F Lowery Thomas, Llc 13.255 12,02 1.098 11,82
2026-01-12 13F Kaydan Wealth Management, Inc. 3.164 -98,41 262 -98,42
2026-02-13 13F Centerpoint Advisors, LLC 1.125 0,00 0
2026-01-27 13F PFG Advisors 8.978 -5,51 744 -5,71
2026-04-08 13F Warner Financial, Inc 13.412 290,91 1.107
2026-01-21 13F Alliance Wealth Management Group 8.457 8,21 700 8,02
2026-02-05 13F Spectrum Strategic Capital Management, LLC 107.339 8.890
2026-04-22 13F Gemmer Asset Management LLC 54.202 -17,26 4.475 -17,51
2025-11-12 13F Willow Creek Wealth Management Inc. 2.731 0,00 227 0,00
2026-04-24 13F Goldstone Financial Group, LLC 0 -100,00 0
2026-04-20 13F Park Edge Advisors, LLC 37.948 -1,52 3.133 -1,82
2026-01-15 13F MEMBERS Trust Co 110.255 -17,74 9.131 -17,88
2026-02-11 13F Strategic Advocates LLC 1.909 0,00 158 0,00
2026-02-10 13F Foundations Investment Advisors, LLC 145.789 -8,14 12.074 -8,30
2026-04-24 13F Innova Wealth Partners 318.143 134,61 26.269 133,92
2026-02-27 13F Strategic Investment Solutions, Inc. /IL 52 0,00 4 0,00
2026-02-17 13F Prosperity Consulting Group, LLC 8.193 27,42 679 27,20
2026-02-12 13F MetLife Investment Management, LLC 3.914 0,00 324 0,00
2026-04-21 13F Sunpointe, LLC 2.935 -1,74 242 -2,02
2026-02-05 13F Atria Investments Llc 22.029 15,70 1.824 15,52
2026-04-09 13F Park Place Capital Corp 500 -80,48 41 -80,66
2026-01-22 13F Northcape Wealth Management, Llc 4.988 0,26 413 0,24
2026-02-04 13F Win Advisors, Inc 10.916 904
2026-01-26 13F Valmark Advisers, Inc. 4.273 26,68 354 26,52
2026-01-08 13F Traveka Wealth, LLC 0 -100,00 0 -100,00
2026-02-02 13F Addison Capital Co 7.170 -18,05 594 -18,21
2026-01-28 13F Barrett & Company, Inc. 8.194 0,00 679 -0,15
2026-02-12 13F Brown Brothers Harriman & Co 10.271 0,39 851 0,24
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 4.352 0,00 359 -0,28
2026-02-13 13F Squarepoint Ops LLC 17.306 66,50 1.433 66,24
2026-01-21 13F Summa Corp. 10.690 10,32 885 10,21
2026-02-12 13F Investment Research Partners LLC 17.546 8,53 1.453 8,43
2026-04-14 13F Pinnacle Wealth Management Group, Inc. 6.281 -4,86 519 -5,13
2026-02-13 13F Headlands Technologies LLC 0 -100,00 0
2026-01-22 13F Harwood Advisory Group, LLC 847 0,47 70 1,45
2026-02-13 13F Victory Capital Management Inc 339.552 -34,42 28.122 -34,53
2026-02-18 13F Pacific Excel Wealth Advisors, Inc. 4.887 405
2025-11-06 13F Integrity Financial Corp /WA 0 -100,00 0
2026-04-24 13F United Community Bank 32.180 2.657
2026-03-11 13F DUTCH ASSET Corp 2.884 0
2026-04-24 13F Merited Wealth, LLC 10.086 0,77 833 0,48
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 12.786 473,11 1.056 473,37
2026-02-10 13F Acorn Wealth Advisors, LLC 19.446 -4,84 1.610 -5,01
2026-02-13 13F Santa Clara Valley Transportation Authority 329.537 0,00 27.292 -0,17
2026-02-13 13F Pinnacle Wealth Planning Services, Inc. 9.486 0,53 786 0,38
2026-01-23 13F Assetmark, Inc 2.173.227 8,25 179.987 8,07
2026-02-05 13F Mission Wealth Management, Lp 3.658 -20,77 303 -21,15
2026-02-12 13F Chilton Capital Management Llc 640 0,00 53 0,00
2026-04-15 13F Valley National Advisers Inc 400 0,00 0
2026-04-20 13F L.K. Benson & Company, P.C. 10.322 10,47 852 10,22
2026-02-17 13F Equitable Holdings, Inc. 83.747 -42,86 6.936 -42,96
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-02-09 13F Fidelis Capital Partners, LLC 11.217 -15,13 929 -15,33
2026-01-28 13F Trademark Financial Management, LLC 0 -100,00 0
2026-02-17 13F Discovery Capital Management, Llc / Ct 8.157 676
2026-01-29 13F Lee Danner & Bass Inc 4.965 0,00 411 0,00
2026-02-10 13F MidAtlantic Capital Management, Inc. 248 21
2026-04-15 13F Fifth Third Securities, Inc. 68.583 67,83 5.663 67,32
2026-02-17 13F NorthRock Partners, LLC 3.510 -10,18 291 -10,49
2026-01-15 13F Powerhouse Assets LLC 3.178 263
2025-11-25 13F Briaud Financial Planning, Inc 0 -100,00 0
2026-01-23 13F Blue Fin Capital, Inc. 34.585 6,24 2.864 6,07
2026-04-13 13F Massmutual Trust Co Fsb/adv 400 0,00 33 0,00
2026-04-20 13F Chatterton & Associates Inc. 2.620 216
2026-01-07 13F Harbour Capital Advisors, LLC 6.770 20,46 561 20,43
2026-01-07 13F Cahaba Wealth Management, Inc. 24.962 3,80 2.067 3,61
2026-02-17 13F Boreal Capital Management LLC 2.933 0,00 243 -0,41
2026-02-05 13F HighMark Wealth Management LLC 1.197 1,27 99 1,02
2026-04-21 13F Lewis Asset Management, LLC 2.647 0,72 219 0,46
2026-04-22 13F Finley Financial, LLC 1.535 -51,19 127 -51,54
2026-02-11 13F Dorsey & Whitney Trust CO LLC 7.037 0,00 583 -0,17
2026-04-08 13F First Heartland Consultants, Inc. 92.145 297,61 7.608 296,46
2026-02-04 13F Pensionmark Financial Group, Llc 116.434 3,33 9.532 1,97
2026-02-17 13F Cresset Asset Management, LLC 23.408 2,98 1.939 2,81
2026-02-17 13F Royal Bank Of Canada 3.566.920 -4,86 295.413 -5,02
2025-11-14 13F ADAR1 Capital Management, LLC 0 -100,00 0 -100,00
2026-02-17 13F Laird Norton Trust Company, Llc 7.740 641
2026-01-16 13F Tower Wealth Partners, Inc. 21.921 16,19 1.815 15,97
2026-02-11 13F Vestor Capital, Llc 0 -100,00 0
2026-01-21 13F Pacific Point Advisors, LLC 20.547 23,15 1.702 22,90
2026-04-13 13F Salem Investment Counselors Inc 218 18
2026-02-12 13F Great Lakes Retirement, Inc. 68.280 4,49 5.655 4,30
2026-04-23 13F Kohmann Bosshard Financial Services, LLC 0 -100,00 0
2025-11-14 13F EFG Asset Management (Americas) Corp. 21.428 -2,93 1.778 -2,84
2026-02-09 13F CBIZ Investment Advisory Services, LLC 0 0
2026-02-17 13F Guardian Wealth Advisors, Llc / Nc 4.014 58,09 332 58,10
2026-04-21 13F Chapin Davis, Inc. 13.642 5,88 1.126 5,53
2026-02-13 13F Citigroup Inc 1.370.841 4,43 113.533 4,26
2026-04-23 13F Oppenheimer & Co Inc 72.424 -65,09 5.980 -65,20
2026-02-02 13F Fifth Third Bancorp 291.499 -7,87 24.142 -8,03
2025-11-13 13F Promus Capital, LLC 662 55
2026-04-17 13F A. D. Beadell Investment Counsel, Inc. 7.091 1,59 1
2026-04-22 13F Union Bancaire Privee, UBP SA 22.558 0,00 1.861 -0,37
2026-02-11 13F LPL Financial LLC 6.297.662 -4,82 521.572 -4,98
2026-04-20 13F Christensen, King & Associates Investment Services, Inc. 29.080 0,53 2.401 0,25
2026-01-12 13F Rialto Wealth Management, LLC 0 -100,00 0
2026-02-06 13F Covestor Ltd 1.987 111,16 0
2026-01-21 13F Y.D. More Investments Ltd 400 0,00 33 0,00
2026-02-13 13F 17 Capital Partners, Llc 6.579 545
2026-01-15 13F Allspring Global Investments Holdings, LLC 448.843 101,75 37.173 101,41
2026-04-13 13F Wolff Wiese Magana Llc 92 0,00 8 0,00
2026-04-17 13F Amarillo National Bank 9.635 -0,32 796 -0,62
2026-02-17 13F Fmr Llc 909.419 -35,22 75.318 -35,32
2026-02-04 13F Advisor OS, LLC 4.415 366
2026-04-08 13F RDA Financial Network 11.364 2,16 938 1,85
2026-04-15 13F Peddock Capital Advisors, Llc 6.881 0,66 568 0,35
2026-02-10 13F Sentinus, LLC 38.600 -5,57 3.197 -5,75
2026-02-17 13F Cape Investment Advisory, Inc. 4.288 -18,71 355 -18,76
2026-04-07 13F Central Pacific Bank - Trust Division 2.920 0,00 241 0,00
2026-02-12 13F JPL Wealth Management, LLC 0 -100,00 0
2026-02-05 13F Center for Financial Planning, Inc. 50 4
2026-04-22 13F Aua Capital Management, Llc 51.759 -2,59 4.274 -2,89
2026-01-30 13F Citizens Financial Group Inc/ri 68.292 14,70 5.656 14,50
2026-01-30 13F Kiker Wealth Management, LLC 2.287 -95,36 189 -95,38
2026-04-22 13F Clear Creek Financial Management, LLC 11.274 -1,22 931 -1,59
2026-04-17 13F Webster Bank, N. A. 6.516 0,00 538 -0,19
2026-02-17 13F Raymond James Financial Inc 4.256.062 -1,01 352.488 -1,18
2026-01-12 13F AllSquare Wealth Management LLC 3.250 0,00 270 0,00
2026-01-28 13F Geneos Wealth Management Inc. 17.599 -5,50 1.458 -5,70
2026-02-11 13F Lyell Wealth Management, Lp 3.262 -9,69 270 -9,70
2026-02-10 13F Lido Advisors, LLC 870.803 1,42 72.237 1,42
2026-04-24 13F Cabot Wealth Management Inc 209.768 3,51 17.321 3,20
2026-02-02 13F Millstone Evans Group, LLC 394 0,00 33 0,00
2026-01-26 13F Northwest Capital Management Inc 0 -100,00 0
2025-11-14 13F XTX Topco Ltd 0 -100,00 0 -100,00
2026-01-20 13F Roger Wittlin Investment Advisory, LLC 3.725 1,25 309 0,98
2026-02-23 13F Walser Wealth Management Company, A Ltd Liability Co 4.330 359
2026-04-23 13F McElhenny Sheffield Capital Management, LLC 1.065.147 87.949
2026-04-24 13F Key FInancial Inc 0 -100,00 0
2026-01-22 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 51.432 -1,90 4.260 -2,23
2026-02-11 13F Cypress Capital Group 3.057 253
2026-04-24 13F WHI TRUST Co LLC 22.889 1,82 1.890 1,50
2025-10-30 13F Arrow Investment Advisors, LLC 0 -100,00 0
2026-02-12 13F BlackRock, Inc. 13.613.516 -31,58 1.127.471 -31,70
2026-04-10 13F Sterling Manor Financial, LLC 63.035 0,15 5.205 -0,15
2026-04-15 13F Wealthcare Capital Management Llc 26.678 2,27 2.203 1,94
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 441.671 -22,18 31.914 -32,17
2026-01-29 13F Beirne Wealth Consulting Services, LLC 5.885 0,00 487 -0,20
2025-11-14 13F Leo Wealth, LLC 0 -100,00 0
2026-04-16 13F Financial Management Network Inc 37.735 -1,46 3.111 -1,99
2026-02-12 13F Blue Edge Capital, LLC 15.049 184,91 1.246 184,47
2026-01-28 13F May Barnhard Investments LLC 28.598 -12,72 2.369 -12,88
2026-02-12 13F Proficio Capital Partners LLC 601.836 -42,18 49.844 -42,28
2026-02-13 13F Integrated Wealth Concepts LLC 145.078 -12,51 12.015 -12,66
2026-02-11 13F Jpmorgan Chase & Co 10.609.701 4,61 878.695 4,43
2026-01-21 13F Signature Resources Capital Management, LLC 1.116 0,00 92 0,00
2026-02-12 13F Hollencrest Capital Management 257 0,00 21 0,00
2026-02-18 13F/A Virtue Capital Management, LLC 12.948 1.944
2026-04-22 13F SFG Wealth Management, LLC. 30.913 6,74 2.553 6,42
2026-02-09 13F Roundview Capital LLC 20.477 -2,19 1.696 -2,36
2026-02-11 13F GFS Advisors, LLC 4.044 335
2026-02-11 13F Arrowroot Family Office, LLC 9.771 28,60 809 28,41
2026-04-22 13F MFA Wealth Services 52.343 -7,23 4.322 -7,51
2026-04-16 13F Stanley-Laman Group, Ltd. 4.777 -0,25 394 -0,51
2026-02-12 13F Tiemann Investment Advisors, Llc 5.150 0,00 427 -0,23
2026-02-13 13F Becker Capital Management Inc 62.710 16,55 5.194 16,36
2026-03-04 13F AG Campbell Advisory, LLC 200 17
2026-02-06 13F Axxcess Wealth Management, Llc 109.743 35,29 9.089 35,06
2026-01-23 13F Nbt Bank N A /ny 91.396 -1,79 7.569 -1,96
2026-02-11 13F Entelevest, LLC 28.449 2.356
2026-04-24 13F Medallion Wealth Advisors, LLC 11 0,00 1
2026-02-17 13F Alliancebernstein L.p. 403.828 3,26 33.445 3,09
2026-02-12 13F Absolute Capital Management, LLC 0 -100,00 0
2026-02-02 13F Mutual Advisors, LLC 90.296 4,32 7.478 4,02
2026-02-03 13F Crestwood Advisors Group LLC 9.564 -14,90 792 -15,02
2026-01-21 13F Crews Bank & Trust 15.634 -1,76 1.295 -1,97
2026-02-12 13F Hudock, Inc. 36.547 24,47 3.027 24,27
2026-04-15 13F Independence Financial Advisors, LLC 90.911 2,78 7.507 2,47
2026-04-17 13F Baker Ellis Asset Management LLC 7.226 -1,37 597 -1,65
2026-04-17 13F Mezzasalma Advisors, LLC 8.375 0,54 692 0,14
2025-11-06 13F Abich Financial Wealth Management LLC 77 6
2026-04-20 13F Surience Private Wealth Llc 14.522 1.199
2026-02-13 13F Umb Bank N A/mo 94.880 70,38 7.858 70,10
2026-02-17 13F Scopus Asset Management, L.p. 605.726 0,00 50.166 -0,17
2026-02-10 13F Avestar Capital, LLC 4.225 11,07 350 10,79
2026-01-27 13F TriaGen Wealth Management LLC 21.636 0,09 1.792 -0,11
2026-01-26 13F AE Wealth Management LLC 32.486 -2,52 2.690 -2,68
2026-02-10 13F IF Advisors, LLC 29.855 2.473
2026-02-17 13F Susquehanna International Group, Llp 121.528 34,59 10.065 34,37
2026-02-06 13F GLOBALT Investments LLC / GA 16.750 -1,21 1.387 -1,35
2026-02-17 13F Susquehanna International Group, Llp Call 6.300 -84,05 522 -84,10
2026-01-23 13F Actinver Wealth Management, Inc. 75.943 -10,47 6.290 -10,62
2026-04-15 13F Capital Advisory Group Advisory Services, LLC 0 -100,00 0
2026-02-17 13F Ameriflex Group, Inc. 2.829 -27,68 234 -27,78
2026-04-21 13F Rooted Wealth Advisors, Inc. 35.814 20,72 2.958 20,54
2026-02-10 13F Ritter Daniher Financial Advisory LLC / DE 600 0,00 50 0,00
2026-02-10 13F Cherry Tree Wealth Management, LLC 5.784 0,00 479 0,00
2026-02-10 13F Easterly Investment Partners Llc 6.734 0,00 558 -0,18
2026-02-13 13F Independent Family Office, LLC 0 -100,00 0
2026-02-10 13F Camden National Bank 156.379 6,45 12.951 6,27
2026-02-10 13F Waterloo Capital, L.P. 14.569 145,56 1.207 145,12
2026-02-17 13F Cetera Investment Advisers 577.624 9,93 47.839 9,74
2026-02-03 13F Insight 2811, Inc. 208.353 -2,04 17.256 -2,21
2026-04-22 13F Spire Wealth Management 96.345 1,58 7.955 1,27
2026-02-10 13F Private Wealth Asset Management, LLC 2.050 -2,38 170 -2,87
2026-02-09 13F Kingsview Wealth Management, LLC 108.028 7,09 8.947 6,91
2026-04-20 13F Cushing Capital Partners, LLC 0 -100,00 0
2026-04-21 13F Wealth Effects Llc 3.697 0,24 305 0,00
2026-04-20 13F Tower View Investment Management & Research LLC 1.285 11,45 106 11,58
2026-04-24 13F Keybank National Association/oh 409.537 12,80 33.815 12,46
2026-02-12 13F Steward Partners Investment Advisory, Llc 1.472.724 -17,04 121.971 -17,18
2026-01-29 13F Calamos Wealth Management LLC 11.908 0,00 986 -0,10
2026-02-17 13F Blair William & Co/il 66.246 8,53 5.486 8,35
2025-11-12 13F Smith Chas P & Associates Pa Cpas 0 -100,00 0
2026-04-20 13F Eagle Strategies LLC 4.390 0,46 363 0,28
2026-04-23 13F Mayflower Financial Advisors, LLC 3.066 0,00 253 0,00
2026-02-11 13F Hughes Financial Services, LLC 175.478 11,54 14.533 11,56
2026-04-13 13F Market Street Wealth Management Advisors Llc 2.813 0,00 232 0,00
2026-04-23 13F Intrua Financial, LLC 69.725 409,83 5.757 408,57
2026-04-08 13F Hummer Financial Advisory Services Inc 2.500 206
2026-02-06 13F Mizuho Markets Cayman LP 1.472.100 121.919
2025-11-14 13F Skopos Labs, Inc. 0 -100,00 0
2025-11-14 13F WNY Asset Management, LLC 5.345 -11,20 443 -11,04
2026-02-13 13F Allianz Se 349.915 2,17 28.980 2,00
2026-01-22 13F Vista Investment Partners Ii, Llc 0 -100,00 0
2026-04-20 13F Tanglewood Wealth Management, Inc. 932.323 12.543,38 76.982 12.519,84
2026-04-09 13F Camelot Technology Advisors, Inc. 20.119 -12,66 1.661 -12,90
2026-02-11 13F Modus Advisors, LLC 69.489 0,34 5.755 0,17
2026-04-09 13F TruWealth Advisors, LLC 2.684 -5,09 222 -5,56
2026-04-09 13F Epiq Partners, Llc 2.697 223
2026-02-06 13F Empirical Asset Management, LLC 21.171 -43,88 1.753 -43,98
2026-02-12 13F Nuveen, LLC 355.552 29.039
2026-04-08 13F Roberts Wealth Advisors, LLC 3.081 0,00 254 -0,39
2026-04-22 13F SimpliFi, Inc. 2.683 0,56 222 0,45
2026-01-29 13F Sanctuary Advisors, LLC 99.557 -4,32 8.245 -4,47
2026-02-10 13F Moment Partners, LLC 0 -100,00 0 -100,00
2026-01-21 13F Flagship Harbor Advisors, Llc 11.387 -4,87 943 -5,04
2025-11-06 13F Financial Advocates Investment Management 0 -100,00 0
2026-04-23 13F Ameliora Wealth Management Ltd. 1.730 0,00 143 -0,70
2026-02-12 13F Bank Of Montreal /can/ 3.348.065 -2,93 277.287 -3,10
2026-04-20 13F TFB Advisors LLC 11.721 47,21 968 46,74
2026-04-24 13F Severin Investments, LLC 19.856 92,95 1.640 92,37
2026-02-04 13F Biltmore Family Office, LLC 68.311 -0,68 5.657 -0,84
2026-02-13 13F Quartz Partners, LLC 4.675 0,00 387 0,00
2026-01-27 13F Probity Advisors, Inc. 2.432 -8,88 201 -9,05
2026-01-13 13F Synergy Financial Management, LLC 4.771 -83,67 395 -83,68
2026-01-26 13F Whittier Trust Co Of Nevada Inc 72 0,00 6 0,00
2026-04-16 13F Birch Financial Group, Llc 32.569 1,27 2.689 0,98
2026-02-17 13F Strategic Investment Advisors / MI 176.646 38,13 14.629 37,85
2026-02-04 13F Independent Advisor Alliance 3.312 274
2026-04-22 13F Pinnacle Bancorp, Inc. 81 0,00 7 0,00
2025-11-05 13F SPC Financial, Inc. 6.957 2,20 577 2,30
2026-02-17 13F Asset Management Group, Inc. 4.678 -0,15 387 -0,26
2026-02-13 13F TRUE Private Wealth Advisors 19.289 -9,02 1.598 -9,21
2026-01-21 13F Towercrest Capital Management 19.560 7,10 1.620 6,86
2026-02-03 13F Winch Advisory Services, LLC 41.611 -0,13 3.446 -0,29
2026-02-06 13F Trajan Wealth LLC 3.463 -6,35 287 -6,54
2026-02-05 13F Peak Asset Management, LLC 35.511 -0,93 2.941 -1,11
2026-04-17 13F Signal Advisors Wealth, LLC 3.239 267
2026-02-12 13F Bank of Jackson Hole Trust 0 -100,00 0
2026-04-07 13F Blueline Advisors Llc 2.450 -43,23 202 -43,42
2026-01-26 13F West Wealth Group, LLC 3.604 0,53 299 0,34
2026-04-22 13F HFG Wealth Management, LLC 5.836 -3,78 482 -4,18
2026-02-06 13F Ironwood Investment Counsel, LLC 10.373 -1,24 859 -1,38
2025-11-13 13F Diversify Advisory Services, LLC 0 -100,00 0 -100,00
2026-02-12 13F Federation des caisses Desjardins du Quebec 3.202 168,40 265 170,41
2026-02-10 13F Marshall & Sterling Wealth Advisors Inc. 11.275 1,24 934 1,08
2026-04-13 13F Invariant Investment Management 106.422 -0,81 8.773 -1,27
2026-01-21 13F Woodmont Investment Counsel Llc 6.393 11,80 529 11,60
2026-02-06 13F Larson Financial Group LLC 39.685 -18,43 3.287 -18,58
2026-02-12 13F First Wilshire Securities Management Inc 0 -100,00 0
2026-01-28 13F Salomon & Ludwin, LLC 152.526 8,90 12.643 9,04
2026-04-17 13F Discipline Wealth Solutions, LLC 40.177 73,60 3.317 73,12
2026-01-20 13F Raab & Moskowitz Asset Management LLC 6.399 -0,85 530 -1,12
2026-01-22 13F Bartlett & Co. Wealth Management Llc 227.158 -17,28 18.813 -17,42
2026-01-28 13F Wingate Wealth Advisors, Inc. 2.428 -2,06 201 -1,95
2026-02-05 13F Idaho Trust Bank 0 -100,00 0 -100,00
2026-02-02 13F Truist Financial Corp 2.298.612 -13,19 190.371 -13,33
2026-02-10 13F Crescent Grove Advisors, LLC 52.184 -1,73 4.322 -1,91
2026-01-28 13F Eagle Global Advisors Llc 377.735 770,26 31.284 769,00
2026-01-08 13F Spartan Planning & Wealth Management 0 -100,00 0
2026-02-05 13F PCG Wealth Advisors, LLC 6.055 24,03 502 23,70
2026-01-15 13F Counterweight Ventures, LLC 30.782 10,96 2.549 10,78
2026-02-03 13F Farmers & Merchants Investments Inc 0 -100,00 0
2026-02-09 13F Expressive Wealth LLC 25.933 2.148
2026-04-21 13F SpringVest Wealth Management LLC 36.029 3,12 2.975 2,80
2026-02-17 13F IHT Wealth Management, LLC 44.408 32,36 3.678 32,12
2026-01-23 13F Rsm Us Wealth Management Llc 18.839 -11,28 1.561 -11,41
2026-04-01 13F Beacon Financial Group 87.241 -9,87 7.225 -10,02
2026-01-16 13F Trust Co Of Vermont 2.827 0,00 234 0,00
2026-01-23 13F Westside Investment Management, Inc. 33.275 -0,05 2.756 -0,25
2026-04-10 13F Lake Hills Wealth Management, LLC 80.619 -64,81 6.657 -64,92
2025-11-14 13F 1858 Wealth Management, Llc 41.884 3.475
2026-04-07 13F Eastern Bank 367 -73,01 30 -73,21
2026-01-21 13F DMG Group, LLC 7.008 -19,44 580 -19,56
2025-11-12 13F Napa Wealth Management 3.317 -10,16 275 -9,84
2026-02-10 13F Lcnb Corp 3.565 0,00 295 0,00
2026-02-17 13F Coastal Bridge Advisors, LLC 15.604 2,64 1.292 2,46
2026-04-02 13F Noble Wealth Management PBC 5.393 -19,10 445 -19,38
2026-02-17 13F Hilltop Holdings Inc. 6.795 159,45 563 158,99
2025-11-12 13F Accredited Wealth Management, LLC 450 50,00 25 0,00
2026-04-09 13F Secure Asset Management, LLC 4.421 -0,16 365 -0,27
2026-02-13 13F Pine Valley Investments Ltd Liability Co 0 -100,00 0
2026-01-21 13F West Paces Advisors Inc. 16.177 -45,60 1.340 -45,72
2026-04-17 13F Charter Trust Co 2.763 228
2026-01-29 13F Prepared Retirement Institute LLC 54.214 -2,48 4.490 -2,65
2026-04-21 13F Paradigm Financial Partners, Llc 14.040 1.159
2026-02-12 13F Grey Fox Wealth Advisors, LLC 0 -100,00 0
2025-11-18 13F Dorsey Wright & Associates 0 -100,00 0
2026-04-24 13F Argent Advisors, Inc. 146.725 1,45 12.115 1,14
2025-11-03 13F Alpha Cubed Investments, LLC 0 -100,00 0
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 4.165 -0,07 344 -0,58
2026-01-20 13F Aspiriant, Llc 42.153 373,68 3.491 373,04
2026-01-29 13F Koa Wealth Management, LLC 69.049 3,61 5.719 3,44
2026-02-04 13F BEAM Asset Management, LLC 54.937 -17,40 4.550 -17,55
2026-01-29 13F Integras Partners LLC 23.852 5,69 1.975 5,50
2026-02-13 13F First National Bank Of Omaha 57.832 4.791
2025-11-03 13F Townsquare Capital Llc 4.192 -57,95 348 -57,94
2026-02-11 13F ARGI Investment Services, LLC 75.505 6.253
2025-11-14 13F Ieq Capital, Llc 0 -100,00 0
2026-02-13 13F Pathstone Holdings, LLC 55.714 -2,17 4.614 -2,33
2026-01-26 13F San Luis Wealth Advisors LLC 12.265 -1,59 1.016 -1,74
2026-04-16 13F Capital Investment Advisors, LLC 11.997 -4,88 991 -5,17
2026-02-13 13F Kestra Advisory Services, LLC 0 -100,00 0
2026-02-13 13F South Plains Financial, Inc. 469 39
2025-10-28 13F Pinnacle Financial Partners Inc 221.688 -7,57 18.391 -7,46
2025-11-14 13F Quadcap Wealth Management, LLC 0 -100,00 0
2026-02-17 13F Angeles Wealth Management, Llc 109.626 60,37 9.079 60,10
2026-04-17 13F Union Savings Bank 544 0,00 45 -2,22
2026-04-21 13F Sequent Planning LLC 31.070 2,47 2.565 2,15
2026-04-15 13F Verum Partners LLC 3.051 0,49 252 0,00
2026-02-05 13F Maxele Advisors, LLC 18.778 -0,18 1.555 -0,32
2026-02-12 13F Burke & Herbert Bank & Trust Co 8.598 -0,92 712 -0,97
2026-04-02 13F Marex Group plc 42.462 -15,08 3.513 -14,32
2026-01-14 13F ORG Partners LLC 11.011 -3,60 912 -3,39
2026-02-02 13F Horizon Investments, LLC 1.023 177,24 85 180,00
2026-02-10 13F Eq Llc 21.002 84,03 1.739 83,83
2026-01-09 13F 180 Wealth Advisors, Llc 6.293 -1,39 521 -1,51
2026-01-20 13F Stratos Wealth Advisors, LLC 23.377 -49,05 1.936 -49,13
2026-01-23 13F Avion Wealth 135 0,00 0
2026-04-08 13F Evanson Asset Management, LLC 12.809 -8,66 1.058 -8,96
2026-04-21 13F Mesirow Financial Investment Management, Inc. 641.570 260,21 52.976 259,13
2026-04-01 13F Beacon Wealthcare LLC 103.519 2,30 8.548 1,98
2026-02-05 13F IMG Wealth Management, Inc. 108 1,89 9 0,00
2026-02-18 13F GWM Advisors LLC 149.380 11,69 12.372 11,50
2026-04-13 13F Chesley Taft & Associates LLC 30.410 -4,85 2.511 -5,14
2026-04-21 13F Nemes Rush Group LLC 15 0,00 1 0,00
2026-04-20 13F YANKCOM Partnership 158 13
2026-04-21 13F Pinnacle Associates Ltd 4.700 -6,09 388 -6,28
2025-11-03 13F Disciplined Investments, LLC 0 -100,00 0
2026-02-17 13F SageView Advisory Group, LLC 14.034 -9,63 1.162 -9,78
2026-04-01 13F Vigilare Wealth Management 0 -100,00 0
2026-02-12 13F Brinker Capital Investments, LLC 216.275 25,91 17.912 25,69
2026-02-18 13F EP Wealth Advisors, Inc. 0 -100,00 0
2026-04-13 13F Shira Ridge Wealth Management 100.447 102,63 8.294 102,02
2026-02-17 13F VestGen Advisors, LLC 29.839 136,57 2.471 136,23
2026-03-06 13F Hsbc Holdings Plc 208.074 42,49 20.145 29,69
2026-02-13 13F Fiduciary Trust Co 23.309 -24,38 1.930 -24,52
2026-04-08 13F Legacy Wealth Asset Management, LLC 20.515 4,69 1.694 4,38
2026-01-15 13F 4J Wealth Management LLC 22.394 -4,55 1.855 -4,73
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0
2026-02-12 13F Founders Financial Alliance, LLC 0 -100,00 0
2026-01-27 13F Checchi Capital Advisers, LLC 66.273 -2,95 5.489 -3,12
2026-02-09 13F Schwarz Dygos Wheeler Investment Advisors Llc 3.119 -9,78 258 -9,79
2026-04-20 13F Apella Capital, LLC 41.955 5,78 3.467 5,57
2025-11-18 13F Apexium Financial, Lp 6.805 -19,72 565 -19,66
2026-04-15 13F ARS Wealth Advisors Group, LLC 38.374 705,50 3.169 704,06
2026-01-30 13F Caldwell Securities, Inc 5.519 2,81 457 2,70
2026-01-21 13F BIP Wealth, LLC 2.864 0,00 237 0,00
2026-02-12 13F Hilton Capital Management, LLC 4.019 -4,72 333 -4,87
2026-04-14 13F Shrier Wealth Management, Llc 23.455 7,74 1.937 7,44
2026-01-15 13F Range Financial Group LLC 2.881 239
2026-04-23 13F Global Trust Asset Management, LLC 202.776 10,04 16.743 9,71
2026-02-06 13F Auxano Advisors, LLC 7.621 -7,16 631 -7,34
2026-02-17 13F Amundi 670.200 0,00 55.506 0,06
2026-02-24 13F Alternative Investment Advisors, LLC. 5.841 -8,20 484 -8,35
2026-01-27 13F First Horizon Corp 23.517 -7,79 1.948 -7,94
2026-02-14 13F New Insight Wealth Advisors 28.227 -19,19 2.338 -19,33
2026-02-17 13F Millennium Management Llc 7.515 -85,27 622 -85,30
2026-01-30 13F Bogart Wealth, LLC 175 0,00 14 0,00
2026-02-09 13F Hartland & Co., LLC 87.022 1,37 7.207 1,21
2026-02-09 13F Hantz Financial Services, Inc. 20 -16,67 0
2026-02-10 13F Hazlett, Burt & Watson, Inc. 88 0,00 0
2026-01-15 13F Jaffetilchin Investment Partners, LLC 335.126 2,02 27.755 1,85
2026-02-09 13F Choate Investment Advisors 9.374 776
2026-04-07 13F Cooper Financial Group 23.412 0,10 1.933 -0,21
2026-04-13 13F Arkansas Financial Group, Inc. 2.861 7,68 236 6,82
2026-02-02 13F Headinvest, Llc 27.389 -13,76 2.268 -13,90
2025-10-28 13F MAS Advisors LLC 0 -100,00 0
2026-04-21 13F Laurel Oak Wealth Management, Llc 27.087 8,30 2.237 7,97
2026-02-05 13F Phoenix Holdings Ltd. 4.209 0,00 349 -0,29
2025-10-27 13F WealthPlan Investment Management, LLC 0 -100,00 0 -100,00
2026-04-13 13F St Germain D J Co Inc 943 -9,59 78 -10,47
2026-01-26 13F Private Trust Co Na 7.184 -31,61 595 -31,80
2026-04-16 13F SG Americas Securities, LLC 7.925 -36,15 1 -100,00
2026-04-24 13F National Asset Management, Inc. 17.629 -17,02 1.454 -17,34
2026-04-21 13F FLP Wealth Management, LLC 0 -100,00 0
2026-04-07 13F Martin Capital Partners, LLC 46.308 -0,65 4 0,00
2026-01-20 13F Sovran Advisors, LLC 2.493 1,88 206 1,48
2026-02-10 13F Bank of New York Mellon Corp 5.548.263 -17,24 459.507 -17,37
2026-02-05 13F Allworth Financial LP 40.684 -14,23 3.369 -14,38
2026-02-13 13F Financial Network Wealth Advisors LLC 0 -100,00 0
2026-01-15 13F J. Safra Sarasin Holding AG 25.000 0,00 2.070 -0,19
2026-02-12 13F Sumitomo Mitsui Financial Group, Inc. 0 -100,00 0
2026-02-12 13F Logan Capital Management Inc 0 -100,00 0 -100,00
2026-04-13 13F IFP Advisors, Inc 154.817 39,69 12.783 39,28
2026-04-14 13F BayBridge Capital Group, LLC 88.665 0,00 7.343 0,00
2026-01-16 13F Postrock Partners Llc 5.192 0,00 430 0,00
2026-04-14 13F Arvest Investments, Inc. 0 -100,00 0
2026-02-20 13F Wick Capital Partners, LLC 3.962 -87,60 2.720 2,60
2026-02-10 13F CIBC World Markets Inc. 30.124 -19,68 2.495 -19,83
2025-11-12 13F NewSquare Capital LLC 0 -100,00 0
2026-04-16 13F BridgePort Financial Solutions, LLC 3.361 278
2026-01-21 13F StrongBox Wealth, LLC 164.457 2,92 13.620 2,75
2026-02-17 13F Ewing Morris & Co. Investment Partners Ltd. 6.892 -5,65 578 -4,79
2026-04-17 13F Roxbury Financial LLC 439 0,00 36 0,00
2026-02-06 13F Van Hulzen Asset Management, LLC 61.710 -6,42 5.111 -6,58
2026-04-22 13F Semitam Bonam Llc 64.431 9,59 5.320 9,26
2026-01-27 13F Penobscot Investment Management Company, Inc. 24.925 0,00 2.064 -0,15
2026-02-11 13F Ameritas Investment Partners, Inc. 2.307 191
2026-04-23 13F North Star Investment Management Corp. 5.169 -4,26 427 -4,70
2026-01-21 13F Palumbo Wealth Management LLC 7.590 -93,79 629 -47,18
2026-01-29 13F Ashton Thomas Private Wealth, LLC 259.184 8,49 21.466 8,31
2026-02-09 13F Topel & Distasi Wealth Management, LLC 43.166 2,53 3.575 2,38
2026-02-13 13F Retirement Capital Strategies 6.091 0,00 504 -0,20
2026-04-24 13F Blue Capital, Inc. 39.260 3.242
2026-04-08 13F Brady Family Wealth, Llc 84.997 18,22 7.018 17,87
2026-01-29 13F Verdence Capital Advisors LLC 4.515 13,64 374 13,03
2026-02-09 13F Wealthquest Corp 3.054 253
2026-02-17 13F Pinnacle Financial Partners, Inc. 431.453 35.733
2026-02-17 13F Qube Research & Technologies Ltd 10.078 617,30 835 618,97
2026-04-17 13F RFG Advisory, LLC 34.957 3,81 2.886 3,52
2026-01-15 13F Sollinda Capital Management LLC 3.286 11,16 272 11,02
2026-02-09 13F Leavell Investment Management, Inc. 67.538 -10,04 5.594 -10,20
2026-01-27 13F Clark Asset Management, LLC 0 -100,00 0
2026-02-13 13F Motiv8 Investments LLC 0 -100,00 0
2026-02-17 13F Engineers Gate Manager LP 12.262 1.016
2026-02-13 13F Resources Investment Advisors, LLC. 297.238 -2,95 24.617 -3,11
2026-04-09 13F Veracity Capital LLC 3.638 -69,86 300 -69,97
2026-04-15 13F McAlvany Wealth Management LLC 0 -100,00 0
2026-02-04 13F Beverly Hills Private Wealth, LLC 6.152 0,00 510 0,00
2026-04-16 13F Brookstone Capital Management 128.219 15,01 10.587 14,68
2026-02-13 13F Atlas Capital Advisors Llc 188 -95,42 16 -95,58
2026-02-13 13F Stifel Financial Corp 1.381.421 10,58 114.409 10,39
2026-04-07 13F CoreCap Advisors, LLC 7.916 -32,49 654 -32,75
2026-04-20 13F Edge Wealth Management LLC 390.457 1,95 32.240 1,65
2026-02-12 13F Johnson Financial Group, Inc. 2.040 -81,18 169 -81,31
2026-04-17 13F Tectonic Advisors Llc 0 -100,00 0
2026-01-26 13F Asset Dedication, LLC 2.392 17,49 198 17,86
2026-02-17 13F North Capital, Inc. 0 -100,00 0
2026-04-10 13F Novem Group 4.301 -0,83 355 -1,11
2026-01-21 13F Prime Capital Investment Advisors, LLC 6.305 -27,24 522 -27,30
2026-04-20 13F KFA Private Wealth Group, LLC 97.461 5,71 8.047 5,40
2026-02-17 13F Crabel Capital Management, LLC 4.270 354
2026-04-08 13F Whitcomb & Hess, Inc. 24.084 4,13 1.989 3,76
2026-01-26 13F SeaBridge Investment Advisors LLC 19.738 -0,97 1.635 -1,15
2026-02-17 13F Ameriprise Financial Inc 4.796.049 2,43 397.212 2,29
2026-04-23 13F Etesian Wealth Advisors, Inc. 3.157 0,00 261 -0,38
2026-02-06 13F Marble Harbor Investment Counsel, LLC 3.172 1,37 263 1,16
2026-02-09 13F Diversified Portfolios, Inc. 6.245 13,73 517 13,63
2026-02-11 13F CNB Bank 2.138 5,95 177 5,99
2025-11-06 13F Gunma Bank,Ltd. 265.000 29,27 22 31,25
2026-02-05 13F Elyxium Wealth, LLC 3.642 -25,03 302 -25,31
2026-02-19 13F CI Private Wealth, LLC 364.089 6,91 28.507 0,91
2026-02-12 13F Moneta Group Investment Advisors Llc 5.283 25,16 438 24,86
2026-02-18 13F Onyx Bridge Wealth Group LLC 0 -100,00 0
2025-11-13 13F Resurgent Financial Advisors LLC 0 -100,00 0
2026-02-13 13F Quarry LP 120 10
2026-02-17 13F Regal Investment Advisors LLC 22.832 -40,57 1.891 -40,68
2026-02-06 13F HighTower Advisors, LLC 876.992 -3,41 72.632 -3,58
2026-02-13 13F Rodgers Brothers Inc. 7.200 0,00 596 -0,17
2026-02-11 13F Lowe Brockenbrough & Co Inc 25 0,00 2 0,00
2026-04-16 13F Fortem Financial Group, Llc 4.165 -5,10 344 -5,51
2026-04-24 13F Charter Oak Capital Management, LLC 8.443 -51,84 697 -51,96
2026-02-12 13F Canopy Partners, LLC 7.466 15,79 618 15,73
2026-02-05 13F Edge Financial Advisors LLC 3.116 254
2026-04-21 13F Old National Bancorp /in/ 10.153 -18,85 838 -19,11
2026-02-13 13F Cynosure Management, Llc 3.066 0,00 254 -0,39
2026-04-08 13F Stonebridge Financial Group, LLC 21.490 -61,44 1.774 -61,57
2026-02-13 13F Charles Schwab Investment Management Inc 1.230.044 -2,76 101.872 -2,92
2026-04-17 13F Swp Financial Llc 3.886 11,60 321 11,11
2026-02-12 13F CIBC Private Wealth Group, LLC 43.506 -13,93 3.603 -14,07
2026-02-13 13F Global Endowment Management, LP 40.000 0,00 3.313 -0,15
2026-01-27 13F Evergreen Capital Management Llc 736.394 -0,76 60.988 -0,93
2026-02-17 13F Ancora Advisors, LLC 93.840 -4,38 7.772 -4,54
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-02-13 13F Mml Investors Services, Llc 757.351 -15,32 62.724 -15,47
2026-02-12 13F Great Valley Advisor Group, Inc. 78.084 4,96 6.467 4,78
2026-04-21 13F Merkkuri Wealth Advisors LLC 456 38
2026-02-13 13F Beacon Financial Advisory LLC 0 -100,00 0
2026-04-20 13F Live Oak Private Wealth LLC 6.184 0,00 511 -0,39
2026-01-21 13F Finer Wealth Management, Inc. 20.341 1.685
2026-04-17 13F Legacy Wealth Partners, LLC 21.696 31,67 1.791 31,30
2026-04-08 13F Stephens Group Asset Management, Llc 6.744 0,00 557 -0,36
2026-02-13 13F Tcfg Wealth Management, Llc 0 -100,00 0
2026-02-17 13F Prelude Capital Management, Llc 2.730 -23,53 226 -23,65
2026-02-05 13F Thayer Partners, LLC / MA 68.668 5.687
2026-01-07 13F Procyon Private Wealth Partners, LLC 273.210 -2,42 22.627 -2,59
2026-02-17 13F Second Line Capital, LLC 7.240 132,87 600 133,07
2026-01-26 13F American Wealth Advisors, LLC 75.218 -3,45 6.230 -3,61
2026-02-11 13F Zions Bancorporation, National Association /ut/ 0 -100,00 0
2025-11-13 13F BancorpSouth Bank 0 -100,00 0
2026-01-08 13F M. Kulyk & Associates, LLC 3.619 0,00 300 -0,33
2026-04-22 13F Coastal Investment Advisors, Inc. 24.710 2,48 2.040 2,20
2026-01-30 13F/A M&t Bank Corp 371.484 -47,40 30.766 -47,48
2026-01-26 13F Whittier Trust Co 4.970 0,00 412 0,24
2026-02-17 13F Argyle Capital Partners, LLC 34.190 4,93 2.832 4,74
2026-04-06 13F IFS Advisors, LLC 600 0,00 50 0,00
2026-04-10 13F TCP Asset Management, LLC 5.852 0,03 483 -0,21
2026-02-13 13F Golden State Wealth Management, LLC 4.198 1,23 348 0,87
2026-04-23 13F Inman Jager Wealth Management, LLC 4.871 0,00 402 -0,25
2026-02-10 13F One Capital Management, LLC 7.115 0,00 589 -0,17
2026-01-29 13F Concurrent Investment Advisors, LLC 259.905 27,91 21.525 27,70
2026-02-10 13F Goldman Sachs Group Inc 1.100.486 40,33 91.142 40,09
2026-04-14 13F Focus Financial Network, Inc. 75.444 -21,97 6.229 -22,21
2026-02-10 13F Bnp Paribas Arbitrage, Sa 117.928 83,03 9.767 82,71
2026-02-13 13F Broyhill Asset Management 102.717 26,49 8.507 26,27
2026-04-08 13F Grove Bank & Trust 1.200 0,00 99 0,00
2026-04-17 13F CENTRAL TRUST Co 374 0,00 31 0,00
2026-01-23 13F Optima Capital Llc 1.021 -87,12 85 -87,21
2025-12-16 13F Garde Capital, Inc. 0 -100,00 0
2026-02-11 13F Gateway Wealth Partners, LLC 6.213 -9,39 515 -9,51
2026-02-12 13F Jane Street Group, Llc Call 10.200 845
2026-02-13 13F Gts Securities Llc 77.991 6.459
2026-02-13 13F Aptus Capital Advisors, LLC 198.690 84,47 16.456 84,16
2026-02-04 13F Wsfs Capital Management, Llc 5.644 2,28 467 2,19
2026-04-14 13F Sanchez Gaunt Capital Management, LLC 4.852 401
2026-04-24 13F Black Swift Group, LLC 35.300 18,06 2.915 11,18
2026-01-22 13F Yarger Wealth Strategies, Llc 4.223 0,00 350 -0,29
2026-02-11 13F Atlantic Private Wealth, LLC 49 2,08 4 33,33
2026-03-24 13F/A Barclays Plc Call 0 -100,00 0 -100,00
2026-04-10 13F Charles Schwab Trust Co 4.319 -8,05 357 -8,48
2026-04-07 13F Deane Retirement Strategies, Inc. 1.612 0,06 133 0,00
2026-02-06 13F Little House Capital Llc 74.946 -3,91 6.207 -4,06
2026-01-22 13F Richardson Financial Services Inc. 5 0,00 0
2026-01-15 13F Hara Capital LLC 20 0,00 2 0,00
2026-02-11 13F Wellspring Financial Advisors, LLC 142.749 417
2026-02-13 13F Mariner, LLC 313.906 1,44 25.998 1,27
2026-04-22 13F Formidable Asset Management, LLC 14.570 251,51 1.207 251,60
2026-01-23 13F HBW Advisory Services LLC 2.578 -4,59 213 -4,91
2026-02-10 13F Measured Wealth Private Client Group, LLC 188 4,44 16 7,14
2026-02-09 13F Fidelity D & D Bancorp Inc 63.831 24,37 5.286 24,17
2026-01-12 13F Heartwood Wealth Advisors LLC 0 -100,00 0
2026-01-15 13F Private Advisory Group LLC 36.102 7,27 2.990 7,09
2026-02-12 13F DRW Securities, LLC 100.239 -36,45 8.302 -36,58
2026-02-13 13F Evelyn Partners Asset Management Ltd 15.762 14,16 1.305 13,97
2026-04-08 13F Miracle Mile Advisors, LLC 41.754 30,76 3.448 30,37
2026-02-13 13F Commerce Bank 37.927 16,32 3.141 16,12
2026-02-09 13F Financial Advisory Corp /ut/ /adv 0 -100,00 0
2026-02-09 13F HBK Sorce Advisory LLC 0 -100,00 0 -100,00
2026-04-24 13F Syntax Research, Inc. 79.048 0,04 6.527 -0,24
2026-02-09 13F Buckhead Capital Management Llc 6.679 1,78 553 1,65
2026-02-13 13F Bragg Financial Advisors, Inc 2.763 -59,89 229 -60,07
2026-04-16 13F Everstar Asset Management, LLC 115.152 -3,27 9.508 -3,56
2026-02-17 13F Hanover Advisors Inc 3.418 0,00 283 0,00
2026-02-12 13F Betterment LLC 99.270 19,14 8 33,33
2026-02-12 13F Scotia Capital Inc. 297.527 16,73 24.641 16,53
2026-02-05 13F Independent Solutions Wealth Management, LLC 80.827 -4,65 6.694 -4,81
2026-01-28 13F HB Wealth Management, LLC 26.115 96,60 2.163 96,37
2026-04-22 13F Apollon Wealth Management, LLC 17.807 68,10 1.470 67,62
2026-01-21 13F Indiana Trust & Investment Management CO 170 0,00 14 0,00
2026-02-03 13F Orion Capital Management LLC 0 -100,00 0
2026-02-09 13F King Luther Capital Management Corp 1.237 -0,24
2026-02-17 13F United Capital Financial Advisers, Llc 255.709 0,57 21.178 0,40
2026-04-08 13F Holos Integrated Wealth LLC 961 170,70 79 172,41
2026-04-09 13F Freestate Advisors LLC 17.926 -3,01 1.480 -3,27
2026-01-14 13F Net Worth Advisory Group 133.411 8,44 11.049 8,27
2026-04-15 13F Seacrest Wealth Management, Llc 10.389 -59,78 858 -59,97
2026-04-03 13F Hickory Point Bank & Trust 2.521 208
2026-02-17 13F Parvin Asset Management, LLC 4.150 344
2026-02-10 13F Financial Harvest, LLC 22.487 17,54 1.862 17,33
2026-02-04 13F Objective Capital Management, LLC 14.602 -3,56 1.209 -3,74
2026-04-17 13F AdvisorNet Financial, Inc 152.478 1,39 12.590 1,09
2026-02-10 13F Allred Capital Management, LLC 9.238 -8,60 765 -8,71
2026-02-09 13F Allen Capital Group, LLC 0 -100,00 0
2026-04-13 13F Creative Financial Designs Inc /adv 3.476 74,59 287 74,39
2026-02-04 13F Atlantic Union Bankshares Corp 908 0,00 75 0,00
2026-04-17 13F Sovereign Financial Group, Inc. 4.089 0,52 338 0,30
2026-02-17 13F Banco Bilbao Vizcaya Argentaria, S.a. 0 -100,00 0
2026-02-13 13F Silicon Valley Capital Partners 532.285 4,88 44.084 4,70
2026-04-20 13F Darrow Company, Inc. 3.152 13,10 260 13,04
2026-02-13 13F Vega Investment Solutions 0 -100,00 0
2026-02-03 13F Diversify Wealth Management, Llc 8.945 -1,84 741 -1,59
2026-02-13 13F Centaurus Financial, Inc. 2.439 14,08 0
2025-11-12 13F Bellwether Advisors, LLC 0 -100,00 0
2026-02-13 13F Haverford Trust Co 23.694 -1,24 1.962 -1,41
2026-04-14 13F Patriot Investment Management Inc. 85.802 0,91 7.085 0,61
2025-11-10 13F IFS Group,LLC 11.700 969
2026-01-16 13F Birchcreek Wealth Management, LLC 284.443 17,91 23.558 17,71
2026-04-24 13F American Institute for Advanced Investment Management, LLP 3.330 1,52 275 1,11
2026-02-13 13F Flow Traders U.s. Llc 0 -100,00 0
2026-04-09 13F TrueWealth Advisors, LLC 4.686 0,00 387 -0,52
2026-01-22 13F Brookwood Investment Group LLC 25.373 0,10 2.101 -0,05
2026-03-24 13F/A Barclays Plc Put 0 -100,00 0 -100,00
2026-04-15 13F Horizon Financial Services, Llc 75 0,00 6 0,00
2026-01-20 13F Westwood Wealth Management 0 -100,00 0
2026-01-29 13F Golden State Equity Partners 24.201 -45,51 2.004 -45,60
2026-04-16 13F Phillips Financial Management, Llc 4.919 -0,95 406 -1,22
2026-01-30 13F Jackson Hole Capital Partners, LLC 172 0,00 14 0,00
2026-01-28 13F CAPROCK Group, Inc. 8.600 0,12 712 0,00
2026-02-13 13F Advisory Research Inc 11.154 -0,15 924 -0,32
2026-04-10 13F Perigon Wealth Management, LLC 81.353 3,11 6.717 2,80
2026-04-09 13F Noble Family Wealth, LLC 31.437 -0,97 2.596 -1,29
2026-04-20 13F Parkway Wealth Management Group, LLC 146.740 6,31 12.097 5,83
2026-02-13 13F Edgestream Partners, L.P. 58.580 -41,83 4.852 -41,93
2026-02-17 13F Zacks Investment Management 364.403 -2,34 30.180 -2,50
2026-02-17 13F Cdkv Holdings Llc 12.731 1.054
2025-11-07 13F Beacon Capital Management, LLC 0 -100,00 0
2026-01-23 13F Tyche Wealth Partners LLC 5.532 79,96 458 79,61
2026-01-22 13F Bear Mountain Capital, Inc. 464 22,75 38 22,58
2026-01-30 13F Pure Portfolios Holdings Llc 34.725 1,21 2.876 1,02
2026-04-15 13F DAVENPORT & Co LLC 84.449 -1,36 6.973 -1,66
2026-04-16 13F Smith Thornton Advisors LLC 3.281 -17,73 271 -18,18
2026-02-10 13F Greenspring Advisors, LLC 70.454 207,63 5.835 207,27
2026-02-13 13F Change Path, LLC 8.692 12,52 720 12,34
2026-02-09 13F America First Investment Advisors, LLC 505.362 7,56 41.854 7,38
2026-02-12 13F AlphaCentric Advisors LLC 3.480 -88,07 288 -87,95
2026-04-23 13F Accurate Wealth Management, LLC 14.141 1.165
2025-11-13 13F Hanlon Investment Management, Inc. 0 -100,00 0
2026-04-21 13F J2 Capital Management Inc 2.970 0,00 245 0,00
2026-04-21 13F First United Bank Trust/ 75 -11,76 6 -14,29
2026-04-13 13F Enclave Advisors LLC 9.517 -52,63 786 -52,80
2026-02-10 13F Lummis Asset Management, LP 1.595 0,00 132 0,00
2026-02-13 13F Icon Wealth Advisors, LLC 5.207 12,07 431 11,95
2026-02-13 13F Glen Eagle Advisors, LLC 8.085 -26,85 670 -26,97
2026-02-04 13F Boyd Watterson Asset Management Llc/oh 5.000 0,00 414 0,00
2026-02-11 13F Private Management Group Inc 31.885 -15,05 2.641 -15,19
2025-11-14 13F Strategic Wealth Designers 0 -100,00 0
2026-04-21 13F Stapp Wealth Management, Pllc 13.377 0,56 1.105 0,27
2026-01-27 13F Autumn Glory Partners, LLC 3.197 0,00 265 -0,38
2026-04-06 13F Highline Wealth Partners Llc 894 0,00 74 -1,35
2026-01-16 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 13.794 -6,16 1.142 -6,32
2026-04-20 13F Pathfinder Wealth Consulting, Inc. 3.091 -43,63 255 -43,83
2026-04-23 13F TFC Financial Management 990.689 6,24 81.801 5,92
2026-01-30 13F Wealthfront Advisers Llc 747.145 -7,27 61.879 -7,43
2026-04-22 13F Ifrah Financial Services, Inc. 172.642 13,47 14.255 13,13
2026-02-06 13F Cullen/frost Bankers, Inc. 26.624 44,36 2.205 44,12
2026-04-20 13F Independence Wealth Advisors, LLC 4.092 -1,23 338 -1,75
2026-04-20 13F Ritholtz Wealth Management 27.594 -23,50 2.278 -23,74
2026-02-12 13F Jane Street Group, Llc 635.775 52.655
2026-01-09 13F Carr Financial Group Corp 31.666 6,49 2.623 6,28
2026-01-21 13F Capital Advisors Wealth Management, LLC 0 -100,00 0
2026-04-16 13F Waystone Advisors Llc 10.307 37,63 851 37,26
2026-04-21 13F Wedbush Securities Inc 35.808 17,40 3 0,00
2026-02-12 13F Rossby Financial, LCC 3.275 13,40 271 13,39
2026-02-17 13F Signature Equity Partners, LLC 44 4
2026-02-12 13F Colonial Trust Co / SC 151 -51,29 13 -52,00
2026-02-17 13F Hancock Whitney Corp 4.491 -18,86 372 -19,17
2026-01-29 13F Quent Capital, LLC 644.941 14,59 53.414 14,39
2026-02-24 13F DGS Capital Management, LLC 0 -100,00 0
2026-01-16 13F Omnia Family Wealth, LLC 5.352 10,49 443 10,47
2026-02-12 13F Pcg Asset Management, Llc 54.000 -4,66 4.526 -3,68
2025-11-04 13F Garrison Bradford & Associates Inc 0 -100,00 0 -100,00
2025-10-30 13F Gibbs Wealth Management 0 -100,00 0 -100,00
2026-01-13 13F Dakota Wealth Management 395.814 18,83 32.781 18,63
2026-02-06 13F Mullooly Asset Management, Inc. 14.860 13,70 1.231 13,47
2026-04-13 13F Mader & Shannon Wealth Management, Inc. 251.457 -25,08 20.763 -25,44
2025-11-03 13F Financial Life Advisors 0 -100,00 0
2026-04-24 13F Stock Yards Bank & Trust Co 50.756 -18,49 4.191 -18,74
2026-02-12 13F Azimuth Capital Investment Management LLC 7.388 5,50 612 5,34
2026-04-07 13F Boltwood Capital Management 83.325 5,46 6.880 5,15
2026-04-21 13F Buttonwood Financial Advisors Inc. 110.735 5,34 9.143 5,02
2026-01-21 13F/A Efficient Advisors, LLC 62.009 -18,08 5.136 -18,22
2026-04-22 13F Traphagen Investment Advisors Llc 153.125 -6,63 12.644 -6,91
2026-02-14 13F Berkshire Asset Management Llc/pa 0 -100,00 0
2026-02-17 13F Core Wealth Partners LLC 4.042 63,05 335 62,93
2026-02-06 13F Stronghold Wealth Management L.L.C. 16.297 1.350
2026-02-11 13F Strategy Asset Managers Llc 5.032 0,52 417 0,24
2026-03-12 13F Farmers National Bank 8.453 2,04 700 1,89
2026-04-16 13F Roble, Belko & Company, Inc 302 -86,27 0
2026-02-09 13F IPG Investment Advisors LLC 3.865 7,06 320 7,02
2026-02-17 13F Tower Research Capital LLC (TRC) 156.809 -72,12 12.987 -72,17
2026-04-23 13F Ironwood Wealth Management, LLC. 10.578 1,41 873 1,16
2026-02-17 13F Gallagher Fiduciary Advisors, LLC 40.948 57,80 3.391 57,57
2026-01-22 13F ETF Store, Inc. 3.392 1,34 281 1,08
2026-02-13 13F Sei Investments Co 8.643 174,38 716 173,95
2026-02-12 13F Summit Financial, LLC 9.019 27,35 747 27,09
2026-04-15 13F Norden Group Llc 0 -100,00 0
2026-02-13 13F Landscape Capital Management, L.l.c. 0 -100,00 0
2026-02-04 13F Community Bank, N.A. 29.510 0,90 2.444 0,70
2026-01-21 13F Rocky Mountain Advisers, Llc 500 0,00 41 0,00
2026-04-13 13F Whalen Wealth Management Inc. 3.841 -18,12 317 -18,30
2026-02-11 13F Franklin Resources Inc 48.601 0,20 4.025 0,05
2026-04-20 13F Minichmacgregor Wealth Management, Llc 61.167 10,29 5.051 9,95
2026-04-20 13F Fonville Wealth Management LLC 5.550 -8,31 458 -8,58
2026-01-16 13F Legacy Capital Wealth Partners, LLC 4.745 -2,61 393 -2,97
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 2.566 212
2026-02-10 13F Verus Capital Partners, Llc 22.494 3,92 1.863 3,73
2026-04-24 13F KC Investment Advisors, LLC 2.713 224
2026-02-06 13F Nixon Peabody Trust Co 272.020 9,16 22.529 8,97
2026-02-05 13F SkyOak Wealth, LLC 8.386 11,37 695 11,22
2026-02-17 13F Captrust Financial Advisors 17.964.759 5,52 1.487.841 5,35
2026-04-22 13F Harbor Asset Planning, Inc. 0 -100,00 0
2025-11-04 13F Flaharty Asset Management, LLC 0 -100,00 0
2026-02-13 13F Arkadios Wealth Advisors 42.369 -1,66 3.509 -1,82
2026-01-05 13F LifeGuide Financial Advisors, LLC 0 -100,00 0
2026-04-21 13F Maseco Llp 7.885 -0,47 651 -0,76
2026-01-23 13F Howard Capital Management Inc. 23.182 1,63 1.920 1,43
2026-01-20 13F SOA Wealth Advisors, LLC. 1.828 1,22 151 1,34
2026-02-11 13F Meeder Asset Management Inc 184.739 15.300
2026-02-13 13F Strategies Wealth Advisors, LLC 8.601 -49,46 712 -49,54
2026-01-12 13F Evolution Wealth Advisors, LLC 0 -100,00 0
2026-01-28 13F Joseph P. Lucia & Associates, LLC 4.205 -7,22 348 -7,20
2026-02-10 13F Taylor, Cottrill, Erickson & Associates, Inc. 3.020 -66,80 250 -66,84
2026-04-24 13F Ndwm Llc 15.107 -4,56 1.247 -4,81
2026-02-06 13F Cadence Wealth Management LLC 0 -100,00 0
2026-02-06 13F KDT Advisors, LLC 7.685 -23,00 636 -23,10
2026-04-13 13F Scharf Investments, Llc 6.081 0,30 502 0,00
2026-04-10 13F Lwm Advisors Inc 107.313 0,60 8.861 0,29
2026-04-16 13F Rockland Trust Co 16.099 -0,40 1.329 -0,67
2026-01-23 13F Lester Murray Antman dba SimplyRich 5.583 -2,17 0
2026-02-09 13F Global Assets Advisory, LLC 3.217 -7,93 266 -7,96
2026-01-07 13F Sagespring Wealth Partners, Llc 4.368 -10,91 362 -11,08
2026-02-17 13F Blueprint Investment Partners LLC 0 -100,00 0
2026-04-14 13F Prospera Financial Services Inc 26.184 5,22 2.162 4,90
2025-11-05 13F Portside Wealth Group, LLC 0 -100,00 0 -100,00
2026-04-24 13F Petros Family Wealth, LLC 40.428 3.338
2026-02-18 13F Beacon Pointe Advisors, LLC 49.603 68,53 4.108 68,29
2026-04-21 13F Pacific Park Financial, Inc. 14.857 -2,64 1.227 -2,93
2026-04-22 13F Sykon Capital Llc 0 -100,00 0
2026-01-26 13F BTS Asset Management, Inc. 0 -100,00 0
2026-02-13 13F GM Advisory Group, Inc. 741.748 -10,42 61.432 -10,57
2026-02-02 13F Breakwater Investment Management 782 0,00 65 0,00
2026-02-03 13F SBI Securities Co., Ltd. 16.496 45,30 1.366 45,16
2026-02-05 13F Cambridge Investment Research Advisors, Inc. 304.456 -14,47 25 -13,79
2026-03-10 13F/A Retirement Financial Solutions, Llc 0 -100,00 0
2026-02-17 13F Wiley Bros.-aintree Capital, Llc 88.334 25,19 7.304 24,77
2026-01-23 13F Transcend Wealth Collective, Llc 20.600 -28,43 1.706 -28,53
2026-02-17 13F RMB Capital Management, LLC 430.405 -5,83 35.646 -5,98
2026-04-20 13F SILVER OAK SECURITIES, Inc 101.859 9,08 8.410 8,71
2026-02-10 13F Calton & Associates, Inc. 7.327 8,12 607 7,83
2026-01-26 13F Cwm, Llc 122.202 -6,91 10 0,00
2026-01-27 13F BankPlus Trust Department 5.767 3,89 478 3,70
2026-02-19 13F Atomi Financial Group, Inc. 44.998 1,30 3.727 1,14
2026-02-12 13F Strata Wealth Advisors, LLC 39.009 -2,57 3.231 -2,74
2026-01-20 13F Wall Street Access Asset Management, LLC 12.096 11,01 1.002 10,85
2025-11-14 13F Wolverine Trading, Llc 0 -100,00 0 -100,00
2026-04-15 13F Trust Co Of Toledo Na /oh/ 1.345 691,18 111 692,86
2026-02-10 13F Zhang Financial LLC 11.377 34,23 942 34,00
2025-11-10 13F Alliance Wealth Advisors, LLC /UT 0 -100,00 0
2026-04-22 13F Tru Independence Asset Management 2, Llc 23.208 -25,39 1.916 -25,62
2026-04-15 13F Alhambra Investment Partners LLC 9.189 5,27 759 4,99
2026-04-23 13F Impact Partnership Wealth, LLC 5.761 0,54 476 0,21
2026-04-08 13F JGP Wealth Management, LLC 46.247 -1,68 3.819 -1,98
2026-04-06 13F Private Client Services, Llc 9.458 -83,44 781 -83,51
2026-04-14 13F Northwest Wealth Management, Llc 7.270 -0,45 600 -0,66
2026-02-10 13F Main Management LLC 22.183 5,32 2 0,00
2026-02-11 13F Clearbridge Investments, LLC 8.085 -6,35 670 -6,56
2026-02-09 13F Smithfield Trust Co 1.111.801 0,42 92 1,10
2026-01-21 13F Capital Investment Advisory Services, LLC 8.014 -2,05 664 -2,21
2026-02-17 13F Hamilton Wealth, LLC 0 -100,00 0
2026-02-14 13F Pointe Capital Management LLC 109.248 23,02 9.048 22,80
2026-02-03 13F We Are One Seven, LLC 6.243 9,89 517 9,77
2026-04-07 13F Farmers Trust Co 17.416 26,19 1.438 25,92
2026-04-24 13F Peoples Bank /oh 41.606 1,90 3.435 1,60
2026-01-30 13F Aries Wealth Management 56.970 36,37 4.718 36,16
2026-02-05 13F Stephens Inc /ar/ 485.202 -5,43 40.184 -5,58
2026-01-30 13F Spreng Capital Management, Inc. 7.819 -9,81 648 -10,01
2026-04-16 13F Tactive Advisors, LLC 25.347 39,69 2.093 39,28
2026-02-23 13F Clear Retirement Advice LLC 8.581 710
2026-02-10 13F Gw Henssler & Associates Ltd 3.373 0,36 279 0,36
2026-04-15 13F Archford Capital Strategies, LLC 155.651 404,35 12.852 403,01
2026-02-05 13F Arrow Financial Corp 0 -100,00 0
2026-02-09 13F Glenview Trust Co 70.086 -1,38 5.805 -1,54
2026-02-17 13F Capasso Planning Partners LLC 0 -100,00 0
2026-01-21 13F V2 Financial group LLC 2.418 0,00 200 0,00
2026-02-04 13F One Day In July LLC 61.841 11,42 5.122 11,23
2026-04-10 13F Cerro Pacific Wealth Advisors LLC 87.220 13,57 7.202 13,22
2026-02-11 13F All Terrain Financial Advisors, LLC 39.847 1,68 3.300 1,51
2026-04-15 13F Stordahl Capital Management, Inc. 7.557 -2,23 624 -2,66
2026-02-12 13F Pinebridge Investments Asia Ltd 3.267.000 270.573
2025-11-07 13F Centennial Bank/AR/ 0 -100,00 0 -100,00
2026-04-15 13F Atwood & Palmer Inc 717.219 3,20 59.221 2,89
2026-02-13 13F Morgan Stanley 26.646.281 -20,86 2.206.845 -20,99
2026-02-06 13F Investment House Llc 39.454 -8,38 3.268 -8,54
2026-02-04 13F MONECO Advisors, LLC 6.651 -3,05 551 -3,34
2026-04-08 13F NorthCrest Asset Manangement, LLC 54.175 -11,81 4.462 -12,37
2026-02-17 13F Bienville Capital Management, LLC 16.805 1.392
2026-02-04 13F Dogwood Wealth Management LLC 102.306 12,26 8.473 12,06
2026-01-30 13F American Capital Advisory, LLC 1 0,00 0
2026-02-02 13F Windward Private Wealth Management Inc. 4.517 0,29 374 0,27
2026-04-24 13F UMA Financial Services, Inc. 262 22
2026-02-02 13F Montag A & Associates Inc 180.155 6,24 14.920 6,06
2026-04-17 13F High Net Worth Advisory Group LLC 2.500 0,00 206 -0,48
2026-02-05 13F 1620 Investment Advisors, Inc. 2.819 0,00 233 0,00
2026-04-21 13F GHP Investment Advisors, Inc. 1.937 0,00 160 -0,62
2026-02-13 13F Manufacturers Life Insurance Company, The 0 -100,00 0
2026-02-12 13F Wealthspire Advisors, LLC 18.392 -50,73 1.523 -50,81
2026-04-17 13F Richards, Merrill & Peterson, Inc. 2.072 27,74 171 27,61
2026-02-13 13F Ingalls & Snyder Llc 6.175 1
2026-02-03 13F International Assets Investment Management, Llc 4.121 -53,49 341 -53,35
2026-02-09 13F Cary Street Partner Investment Advisory Llc 891 233,71 74 231,82
2026-03-12 13F Winthrop Partners - Wny, Llc 0 -100,00 0
2026-02-17 13F Running Point Capital Advisors, LLC 362 0,00 30 -3,33
2026-02-17 13F Gladstone Institutional Advisory LLC 25.534 2,36 2.115 2,17
2026-02-11 13F First American Trust, Fsb 132.633 3,19 10.985 3,01
2026-04-09 13F Tompkins Financial Corp 2.336 -98,27 193 -98,29
2026-02-04 13F Mascoma Wealth Management LLC 24.522 3,15 2.031 2,94
2026-04-20 13F City State Bank 134 55,81 11 57,14
2026-04-22 13F Aegis Wealth Management LLC 10.466 8,28 864 8,00
2026-02-17 13F Jones Financial Companies Lllp 205.037 11,16 16.981 11,07
2026-02-09 13F Delta Asset Management Llc/tn 190 0,00 16 0,00
2026-01-29 13F Concord Wealth Partners 409 -17,71 34 -19,51
2026-02-11 13F Mandatum Life Insurance Co Ltd 2.470 0,00 205 0,00
2026-04-15 13F PW Nova Financial Services LLC 2.543 24,17
2026-02-18 13F SkyView Investment Advisors, LLC 5.275 -77,46 0 -100,00
2026-02-12 13F Fiduciary Group LLC 346.327 -1,12 28.683 -1,29
2026-02-17 13F Advisory Services Network, LLC 338.573 7,45 28.041 7,27
2026-02-18 13F Vermillion & White Wealth Management Group, LLC 875 0,00 72 0,00
2026-02-09 13F GatePass Capital, LLC 0 -100,00 0
2026-04-21 13F Welch Group, LLC 29.463 -35,41 2.433 -35,61
2026-02-13 13F Barclays Plc 1.965.902 30,53 162.816 30,31
2026-02-03 13F Ballast, Inc. 214.361 4,51 17.753 4,33
2026-01-13 13F NerdWallet Wealth Partners, LLC 111.643 1,05 9.247 0,88
2026-02-09 13F Mmbg Investment Advisors Co. 43.184 35,78 3.576 35,56
2026-02-10 13F Latko Wealth Management, Ltd. 27.518 15,79 2.279 15,63
2026-01-21 13F Future Financial Wealth Managment LLC 0 -100,00 0
2026-02-09 13F AIA Group Ltd 751.077 -57,72 62.204 -57,79
2026-02-11 13F Portfolio Design Labs, LLC 147.568 0,82 12.222 0,65
2025-11-10 13F Lion Street Advisors, LLC 0 -100,00 0
2026-02-04 13F Valeo Financial Advisors, LLC 8.086 2,06 670 1,83
2026-02-13 13F Boston Partners 21.606 33,58 1.789 33,41
2026-04-17 13F Murphy & Mullick Capital Management Corp 105 0,00 9 0,00
Other Listings
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista