SPYM - SPDR Series Trust - State Street SPDR Portfolio S&P 500 ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (ARCA)

SPDR Series Trust - State Street SPDR Portfolio S&P 500 ETF
US ˙ ARCA ˙ US78464A8541

Grundlæggende statistik
Institutionelle ejere 1601 total, 1592 long only, 0 short only, 9 long/short - change of 8,08% MRQ
Gennemsnitlig porteføljeallokering 1.8324 % - change of -11,41% MRQ
Institutionelle aktier (lange) 858.830.519 (ex 13D/G) - change of 53,27MM shares 6,61% MRQ
Institutionel værdi (lang) $ 59.560.804 USD ($1000)
Institutionelt ejerskab og aktionærer

SPDR Series Trust - State Street SPDR Portfolio S&P 500 ETF (US:SPYM) har 1601 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 858,830,519 aktier. Største aktionærer omfatter Betterment LLC, USS Investment Management Ltd, Jones Financial Companies Lllp, Bank Of America Corp /de/, LPL Financial LLC, Creative Planning, Morgan Stanley, Envestnet Asset Management Inc, Natixis, and Invesco Ltd. .

SPDR Series Trust - State Street SPDR Portfolio S&P 500 ETF (ARCA:SPYM) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.

The share price as of April 24, 2026 is 84,03 / share. Previously, on October 31, 2025, the share price was 80,24 / share. This represents an increase of 4,72% over that period.

SPYM / SPDR Series Trust - State Street SPDR Portfolio S&P 500 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.

Se Højest rangerende aktier
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Institutionel Put/Call-forhold

Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.

Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.

SPYM / SPDR Series Trust - State Street SPDR Portfolio S&P 500 ETF Historical Put/Call Ratio
13F og NPORT arkivering

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

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

Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)		 Aktier Δ Aktier
(%)		 Rapporteret
Værdi
($1000)		 Δ Værdi
(%)		 Port Alloc
(%)
2026-04-20 13F Louisiana State Employees Retirement System 672.500 46,23 51.473 39,52
2026-03-04 13F Rehmann Capital Advisory Group 297.116 2,28 23.835 4,73
2026-04-13 13F Defender Capital, LLC. 0 -100,00 0
2026-02-05 13F Stephens Inc /ar/ 21.805 285,59 1.749 294,81
2026-02-04 13F Liberty Wealth Management Llc 12.825 2,72 1.029 5,11
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 108.097 2,52 8.274 -2,19
2026-02-04 13F JSF Financial, LLC 40.295 0,88 3.232 3,29
2026-01-12 13F Castleview Partners, Llc 3.172 254
2026-01-26 13F Whittier Trust Co 21.811 0,00 1.776 3,38
2026-01-29 13F Concurrent Investment Advisors, LLC 351.300 117,22 28.181 122,44
2026-01-20 13F Nvwm, Llc 21.063 1.690
2026-04-21 13F Financial Planning Navigators CORP 27.339 35,19 2.093 28,98
2026-01-27 13F Berger Financial Group, Inc 9.936 -8,63 797 -6,35
2026-04-08 13F Thompson Investment Management, Inc. 808 62
2026-02-02 13F Broussard Financial Group LLC 2.738 220
2025-11-13 13F Glenmede Investment Management, LP 2.573 9,40 202 18,24
2026-01-29 13F Camelot Portfolios, LLC 138 11
2026-02-17 13F Coppell Advisory Solutions LLC 231.181 20,63 18.136 21,21
2026-04-06 13F Trust Co of the South 6.079 0,00 465 -4,52
2026-04-22 13F Truefg, Llc 72.799 5,10 5.572 0,29
2026-04-07 13F Abner Herrman & Brock Llc 4.950 0,00 0
2026-04-17 13F Worth Asset Management, LLC 108.281 -6,39 8.288 -10,69
2026-01-26 13F Keystone Wealth Services, LLC 0 -100,00 0 -100,00
2026-02-10 13F Operose Advisors LLC 30 0,00 2 0,00
2026-04-21 13F Hippocratic Financial Advisors, LLC 2.853 3,97 218 -0,91
2026-04-22 13F Aspire Private Capital, LLC 90.453 -1,93 6.923 -6,42
2026-04-15 13F Targeted Financial Services LLC 9.594 63,25 734 55,84
2026-02-11 13F MidWestOne Financial Group, Inc. 309.089 2,40 24.795 4,86
2026-02-09 13F Allen Capital Group, LLC 888.348 -2,13 71.263 0,22
2026-04-09 13F Leverty Financial Group, LLC 5.710 -10,32 437 -14,31
2026-04-16 13F Triad Wealth Partners, LLC 199.215 79,32 15.248 71,08
2026-01-20 13F Austin Private Wealth, LLC 1.133.896 1,91 90.961 4,35
2026-02-13 13F Pitti Group Wealth Management, LLC 32.778 -1,03 2.629 1,35
2026-04-22 13F Carroll Advisory Group, LLC 72.700 -5,11 5.564 -9,45
2026-04-24 13F Wagner Wealth Management, Llc 180 0,56 14 -7,14
2026-01-30 13F Vivid Wealth Management, LLC 35.927 6,91 2.882 9,50
2026-02-02 13F Advisors Preferred, LLC 75.405 20,45 6.062 23,14
2026-02-06 13F Larson Financial Group LLC 2.282.787 9,82 183.125 12,45
2026-02-11 13F Hughes Financial Services, LLC 9.602 -0,49 770 -0,39
2026-02-11 13F Wealthgarden F.s. Llc 14.235 7,29 1.160 10,79
2026-02-13 13F Vivaldi Capital Management, LLC 335.360 12,14 26.903 14,83
2026-01-23 13F LOM Asset Management Ltd 14.500 81,25 1.163 85,49
2026-02-03 13F RB Capital Management, LLC 7.646 47,89 613 51,36
2026-02-10 13F Verus Capital Partners, Llc 322.305 783,61 25.855 804,97
2026-02-12 13F Wealthspire Advisors, LLC 766.919 -3,48 61.522 -1,16
2026-02-12 13F Conservest Capital Advisors, Inc. 4.976 28,48 399 31,68
2026-02-17 13F Per Stirling Capital Management, LLC. 66.017 0,40 5.296 2,82
2026-04-15 13F Bright Futures Wealth Management, LLC. 5.549 -0,38 425 -4,93
2026-02-14 13F Silver Grove Financial Group, Inc. 2.710 217
2026-01-23 13F Guidance Capital, Inc 4.167 1,56 338 3,37
2026-01-30 13F Turning Point Benefit Group, Inc. 121.980 -12,21 9.785 -10,43
2026-01-14 13F ORG Partners LLC 146 -55,35 12 -56,00
2026-02-17 13F Gallagher Fiduciary Advisors, LLC 12.111 37,97 972 41,34
2026-04-13 13F Mlp3, Llc 65.263 4,55 4.995 -0,24
2026-04-22 13F tru Independence LLC 17.000 15,25 1.301 9,97
2026-01-23 13F Smith, Moore & Co. 19.053 0,02 1.528 2,41
2026-02-17 13F Royal Bank Of Canada Put 224.200 41,45 17.985 44,84
2026-02-17 13F Royal Bank Of Canada Call 230.500 33,78 18.491 36,99
2026-04-03 13F Investors Research Corp 250.238 0,80 19.153 -3,82
2026-02-17 13F Stokes Family Office, LLC 10.837 1,66 869 4,07
2026-02-17 13F Royal Bank Of Canada 1.871.483 14,71 150.131 17,46
2026-02-03 13F SBI Securities Co., Ltd. 29.810 9,88 2.391 12,52
2026-01-30 13F Activest Wealth Management 0 -100,00 0
2026-02-13 13F Platform Technology Partners 4.235 10,14 340 12,62
2026-01-27 13F BankPlus Trust Department 20.761 -16,98 1.665 -15,01
2026-01-15 13F Nikulski Financial, Inc. 7.934 -44,03 636 -42,70
2026-02-04 13F Community Bank, N.A. 12.992 -1,68 1.042 0,68
2026-01-20 13F Savvy Advisors, Inc. 147.748 482,83 11.852 497,08
2026-02-12 13F Leigh Baldwin & Co., Llc 13.659 -5,69 1.096 -3,35
2026-02-06 13F Frisch Financial Group, Inc. 4.671 -14,31 375 -12,41
2026-04-15 13F AlphaStar Capital Management, LLC 1.807.460 65,88 138.343 58,27
2026-04-23 13F Fortitude Financial, LLC 211.706 -5,22 16.204 -9,57
2026-04-09 13F Peterson Wealth Advisors, LLC 2.403.354 4,60 183.953 -0,20
2026-02-02 13F Breakwater Investment Management 2.887 0,00 232 2,21
2026-02-13 13F Capital Financial Group Inc\co\ /adv 230.740 18.510
2026-04-22 13F Kapstone Financial Advisors LLC 0 -100,00 0
2026-02-02 13F Bull Oak Capital, LLC 118.301 -2,49 9.490 -0,14
2026-02-10 13F IAG Wealth Partners, LLC 812.288 -0,27 65.162 2,13
2026-02-18 13F EP Wealth Advisors, Inc. 120.364 252,14 9.656 288,69
2026-04-13 13F Robinhood Asset Management, LLC 3.026 232
2026-01-12 13F World Equity Group, Inc. 11.125 -5,40 892 -3,15
2026-04-16 13F Spectrum Planning & Advisory Services Inc. 74.877 4,32 5.731 -0,47
2026-04-23 13F J.w. Cole Advisors, Inc. 74.730 -0,09 5.720 165,01
2026-04-22 13F Boomfish Wealth Group, LLC 3.067 0,00 235 -4,88
2026-02-13 13F Truvestments Capital Llc 3 0,00 0
2026-04-16 13F Solitude Financial Services 910.220 9,73 74.984 12,69
2026-04-21 13F Penbrook Management LLC 3.180 -0,62 243 -5,08
2026-04-22 13F Shotwell Rutter Baer Inc 3.131 -0,73 240 -6,27
2026-02-10 13F Calton & Associates, Inc. 276.471 3,76 22.178 6,25
2026-04-10 13F Capital Advantage, Inc. 240.614 3,43 18.417 -1,31
2026-02-13 13F Sei Investments Co 25.668 5,40 2.059 7,97
2026-01-23 13F Avion Wealth 46 0,00 0
2026-02-27 13F Compass Financial Services Inc 477.690 0,98 38.320 3,40
2026-04-21 13F Maseco Llp 2 -75,00 0
2026-02-13 13F Cornerstone Financial Management LLC 132 11
2026-02-19 13F Birchwood Financial Partners, Inc. 38 3
2026-04-24 13F KC Investment Advisors, LLC 22.465 -7,65 1.719 -11,89
2026-01-26 13F AE Wealth Management LLC 1.429.104 -0,94 114.643 1,44
2026-02-13 13F Quattro Advisors LLC 536 43
2026-02-17 13F/A RBF Capital, LLC 214.574 0,00 17.213 2,40
2026-04-15 13F Cypress Wealth Services, LLC 357.735 -2,60 27.381 -7,07
2026-01-27 13F/A Capital Performance Advisors Llp 748.147 60.016
2026-02-12 13F Adviser Investments LLC 30.632 -69,46 2.457 -68,73
2026-02-13 13F GM Advisory Group, Inc. 4.745.143 4,07 380.655 6,57
2026-02-09 13F North Star Asset Management Inc 732.162 -3,00 58.734 -0,67
2026-01-29 13F Sanctuary Advisors, LLC 456.531 3,44 36.623 5,92
2026-04-10 13F Harbor Group, Inc. 36.800 93,74 2.817 84,90
2026-04-23 13F Foronjy Financial Llc 22.965 -3,54 1.758 -7,96
2026-04-23 13F Impact Partnership Wealth, LLC 17.855 60,61 1.367 53,31
2026-04-16 13F Davis Capital Management 21 0,00 2 0,00
2026-02-11 13F Strategy Asset Managers Llc 2.528 203
2026-02-17 13F Aqr Capital Management Llc 310.786 15,94 24.931 18,72
2026-03-11 13F Downshift Financial, LLC 55.594 4.427
2026-02-17 13F Gladstone Institutional Advisory LLC 613.111 -4,49 49.184 -2,20
2026-01-06 13F Advance Capital Management, Inc. 6.194.274 -18,33 496.905 -16,37
2026-02-04 13F Bensler, LLC 17.948 -3,61 1.440 -1,30
2026-02-17 13F Cardiff Park Advisors, Llc 13.578 -29,22 1.089 -27,50
2026-02-17 13F Capital Planning Advisors, LLC 8.788 -2,17 705 0,14
2026-02-03 13F NewEdge Wealth, LLC 29.462 3,42 2.363 4,10
2026-04-08 13F Heritage Family Offices, LLP 48.567 56,99 3.717 49,82
2026-01-27 13F Regions Financial Corp 2.754 3,81 221 6,28
2026-04-14 13F Zrc Wealth Management, Llc 364 0,28 28 -6,90
2026-02-11 13F MCF Advisors LLC 159 -82,03 13 -82,61
2026-04-17 13F Outlook Wealth Advisors, LLC 23.850 45,27 1.825 38,57
2026-02-13 13F Ieq Capital, Llc 31.341 50,73 2.514 54,42
2026-04-14 13F Retirement Management Systems Inc. 6.163 37,91 472 31,56
2026-04-17 13F Essex Savings Bank 2.849 -46,59 218 -48,95
2026-04-16 13F Paladin Wealth, LLC 155.233 8,06 11.882 3,11
2026-02-13 13F Bluedoor Private Wealth, Llc 4.389 352
2026-01-15 13F Fulcrum Capital LLC 25.338 0,00 2.033 2,42
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2.343.557 34,36 179.376 28,20
2026-01-26 13F Quadrant Private Wealth Management, LLC 188.544 11,72 15.125 14,39
2026-04-23 13F Kohmann Bosshard Financial Services, LLC 182.167 -1,44 13.943 -5,96
2026-04-23 13F SJS Investment Consulting Inc. 233 0,00 18 -5,56
2026-02-10 13F IFG Advisory, LLC 298.724 0,29 23.964 2,70
2026-02-13 13F Citigroup Inc 14.146 -62,48 1.135 -61,60
2026-02-09 13F Fisher Asset Management, LLC 5.678 -29,85 456 -28,23
2026-02-03 13F Hemenway Trust Co LLC 10.085 -6,51 809 -4,26
2026-04-16 13F Consolidated Planning Corp 6.112 0,00 468 -4,69
2026-02-02 13F Legacy Edge Advisors, LLC 17.774 1.426
2026-04-21 13F Family Wealth Group, LLC 29.972 39,80 2.294 33,45
2026-01-27 13F Retirement Income Solutions, Inc 1.797.996 8,43 144.235 11,03
2026-04-16 13F CogentBlue Wealth Advisors, LLC 2.796 0,00 214 -4,46
2026-04-20 13F Financial Enhancement Group LLC 621.656 -3,46 51.958 0,06
2026-02-12 13F Great Valley Advisor Group, Inc. 1.687.147 -0,13 135.343 2,27
2026-01-29 13F Quest 10 Wealth Builders, Inc. 17.307 -1,44 1.388 0,95
2026-04-17 13F Hanson & Doremus Investment Management 707 0
2026-02-17 13F High Falls Advisors, Inc 5.179 2,29 415 4,80
2026-02-12 13F Summit Financial, LLC 112.802 22,64 9.049 25,58
2026-02-12 13F StoneX Group Inc. 8.953 27,57 719 30,78
2026-02-11 13F Convergence Financial, LLC 101.683 2,59 8.157 5,05
2026-04-08 13F Sunburst Financial Group, LLC 0 -100,00 0
2026-04-07 13F Signaturefd, Llc 4.136 0,29 317 -4,24
2026-04-16 13F Klaas Financial Asset Advisors, LLC 2.474.582 36.141,68 189.405 34.525,96
2026-02-11 13F Clarity Retirement & Wealth, LLC 149.175 11.967
2026-01-27 13F WealthCollab, LLC 21 0,00 2 0,00
2026-02-10 13F Peak Retirement Planning, Inc. 3.693 296
2026-04-22 13F JNBA Financial Advisors 139.795 68,13 10.700 60,40
2026-04-14 13F Prospera Financial Services Inc 95.020 822,43 7.273 780,51
2026-02-13 13F Cordoba Advisory Partners LLC 128.987 10.347
2026-02-12 13F CIBC Private Wealth Group, LLC 98.584 412,15 7.908 424,75
2026-01-30 13F Simplicity Wealth,LLC 337.798 9,24 27.098 11,86
2025-11-07 13F Synovus Financial Corp 9.592 6,04 751 14,31
2026-01-23 13F Inlight Wealth Management, LLC 223 0,00 18 0,00
2026-02-10 13F Rational Advisors Llc 192.951 -9,25 15.479 -7,08
2026-02-09 13F Integrity Alliance, Llc. 844.830 4,18 67.772 6,68
2026-04-15 13F Exchange Traded Concepts, Llc 6.234.948 14,54 477.223 9,29
2026-04-15 13F Exchange Traded Concepts, Llc Call 1.700 -26,09 130 -29,35
2026-01-29 13F Brown Financial Advisory 1.056.203 2,96 84.729 5,43
2026-02-13 13F Markin Asset Management, LP 2.685 215
2026-02-09 13F Cary Street Partner Investment Advisory Llc 58.351 6.397,88 4.681 6.585,71
2026-01-28 13F Mowery & Schoenfeld Wealth Management, LLC 104 8
2026-02-12 13F Bank Of Montreal /can/ 360.601 32,56 28.927 35,74
2026-02-17 13F Modern Wealth Management, LLC 950.070 27,06 76.215 30,11
2026-02-05 13F Compass Financial Group, Inc. 52.038 -0,90 4.174 1,48
2026-02-13 13F Centaurus Financial, Inc. 159.265 10,95 13 9,09
2026-02-13 13F AlTi Global, Inc. 7.131 -21,36 572 -19,44
2026-04-22 13F Peak Financial Advisors Llc 6.309 -75,99 483 -77,12
2026-01-21 13F Tandem Investment Partners LLC 85.865 -3,47 6.888 -1,15
2026-02-04 13F Valeo Financial Advisors, LLC 2.766 222
2026-01-26 13F PFG Investments, LLC 2.929 8,68 235 10,90
2026-02-13 13F Denver Wealth Management, Inc. 761.515 -1,63 61.089 0,73
2026-02-04 13F Dogwood Wealth Management LLC 7 0,00 1
2026-04-21 13F Topsail Wealth Management, LLC 31 0,00 2 0,00
2026-04-15 13F Hartford Financial Management Inc. 20.106 4,59 1.539 -0,26
2026-04-24 13F Financial Life Planners 5.879 0,24 450 -4,47
2026-02-13 13F State Street Corp 2.701.855 72,22 216.743 76,35
2026-04-17 13F/A Founders Financial Securities Llc 21.800 10,73 1.744 10,45
2026-01-20 13F Ethos Financial Group, LLC 153.470 -11,66 12.311 -9,54
2026-02-02 13F Qrg Capital Management, Inc. 15.741 -0,48 1.263 1,86
2026-01-28 13F United Asset Strategies, Inc. 182.438 0,99 14.635 3,42
2026-02-18 13F Beacon Pointe Advisors, LLC 113.381 20,87 9.095 23,78
2026-02-17 13F Asset One Wealth Management LLC 11.961 979
2026-04-07 13F CoreCap Advisors, LLC 268.348 26,08 20.539 20,29
2026-04-10 13F Quaker Wealth Management, LLC 14 40,00 1
2026-04-07 13F Heartwood Wealth Advisors LLC 4.876 0,00 373 -4,60
2026-04-23 13F Emerald Advisors, LLC 12.229 -2,70 936 -7,14
2026-02-03 13F Ballast Advisors Llc 1.261 -8,89 101 -6,48
2026-02-10 13F PCA Investment Advisory Services Inc. 11.622 -2,00 932 0,32
2026-02-11 13F Eldridge Investment Advisors, Inc. 407.093 -0,01 32.657 2,39
2026-01-28 13F Proathlete Wealth Management Llc 20 33,33 2 0,00
2026-02-05 13F RiverFront Investment Group, LLC 1.235.781 0,02 99.134 2,42
2026-04-23 13F Walleye Partners, LLC 3.238 248
2026-04-20 13F Inscription Capital, LLC 27.712 540,15 2.121 511,24
2026-01-23 13F Reuter James Wealth Management, Llc 6.468 26,01 519 28,86
2026-01-08 13F Signet Financial Management, Llc 14.786 0,00 1.186 2,42
2026-04-13 13F Plan Group Financial, LLC 3.745 3,91 287 -1,04
2026-04-08 13F Miracle Mile Advisors, LLC 3.985.848 24,59 305.077 18,88
2026-04-08 13F Moulton Wealth Management, Inc 91.466 7.044
2026-01-15 13F Three Seasons Wealth, LLC 7.366 7,03 591 9,46
2026-04-20 13F CWA Asset Management Group, LLC 5.539 -1,34 424 -6,00
2026-04-22 13F Romano Brothers And Company 5.042 0,00 386 -4,70
2026-01-23 13F Stonehaven Wealth & Tax Solutions, Llc 135.620 -1,57 10.879 0,79
2026-04-17 13F CENTRAL TRUST Co 1.535 1,19 117 -3,31
2026-02-09 13F Strategic Financial Concepts, LLC 35.418 18,13 2.841 21,00
2026-01-28 13F Clarity Financial LLC 45.863 -4,86 3.679 -2,57
2026-02-19 13F Atomi Financial Group, Inc. 35.521 2,77 2.850 5,25
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 2.499.654 -24,82 188.341 -30,43
2026-02-17 13F IHT Wealth Management, LLC 0 -100,00 0 -100,00
2026-02-17 13F Old Mission Capital Llc 60.120 4.823
2026-02-13 13F American Century Companies Inc 395.328 -0,98 31.713 1,40
2026-02-10 13F American Money Management, LLC 10.009 -1,36 803 1,01
2026-04-22 13F Vicus Capital 2.262.820 24,94 173.196 19,20
2026-04-15 13F Client 1st Advisory Group, Llc 590.368 10,93 45.187 5,84
2026-02-17 13F Core Wealth Advisors, Inc. 276.516 0,40 22.182 2,81
2026-01-23 13F Diversify Advisory Services, LLC 263.151 43,58 21.415 45,35
2025-11-10 13F Payden & Rygel 0 -100,00 0
2026-04-21 13F October Effect Ltd 29.263 3,69 2.240 -1,06
2026-04-17 13F Defined Wealth Management, Llc 9.845 10,46 754 5,46
2026-04-20 13F Chatterton & Associates Inc. 92.725 62,84 7.420 62,45
2026-04-13 13F Arwa Llc 204.761 -5,40 16.385 -5,63
2026-02-12 13F Wescott Financial Advisory Group, LLC 44.237 -2,13 3.549 0,20
2026-02-13 13F Adventist Health System Sunbelt Healthcare Corp 2.102.500 61,73 168.663 65,61
2026-02-06 13F Americana Partners, LLC 733.516 -8,32 58.843 -6,12
2026-02-17 13F Old Mission Capital Llc Call 143.600 15,06 650 -35,10
2026-04-08 13F Community Financial Services Group, LLC 220 17
2026-02-03 13F Arcadia Wealth Management, LLC 117.295 -0,33 9.409 2,06
2026-02-19 13F Van Diest Capital, LLC 3.808 305
2026-02-12 13F BlackRock, Inc. 459.713 251,16 36.878 259,61
2026-01-13 13F Stephens Consulting, LLC 19 2
2026-02-17 13F Wiley Bros.-aintree Capital, Llc 103.984 46,81 8.303 49,61
2026-04-10 13F Armstrong Advisory Group, Inc 67.056 -88,77 5.132 -89,28
2026-04-17 13F James J. Burns & Company, LLC 3.810 6,57 292 1,75
2026-04-07 13F Farther Finance Advisors, LLC 514.985 -23,15 39.716 -26,12
2026-02-12 13F BRYN MAWR TRUST Co 515 0,00 41 2,50
2026-04-22 13F Bluesphere Advisors, LLC 57.332 267,54 4.388 250,76
2026-02-13 13F Kestra Advisory Services, LLC 1.177.467 -3,47 94.456 -1,16
2025-11-14 13F NCM Capital Management, LLC 0 -100,00 0 -100,00
2026-04-21 13F Financial Consulate, Inc 3.205 -32,65 245 -35,70
2025-11-12 13F Tounjian Advisory Partners, Llc 0 -100,00 0 -100,00
2026-02-13 13F SHUTTLEWORTH & Co 47.677 47,31 3.825 50,85
2026-04-15 13F Optivise Advisory Services LLC 3.786 -69,10 290 -70,57
2026-02-11 13F LPL Financial LLC 51.511.055 6,30 4.132.217 8,85
2026-01-29 13F Quent Capital, LLC 1.846 1.505,22 148 1.544,44
2026-02-06 13F Reliant Investment Partners, LLC 10.494 0,00 842 1,82
2026-02-06 13F Envestnet Portfolio Solutions, Inc. 28.846 41,57 2.314 44,99
2026-02-11 13F Commonwealth Retirement Investments LLC 897 72
2026-04-13 13F Hm Payson & Co 661.241 -7,13 50.611 -11,39
2026-02-17 13F Integrated Advisors Network LLC 6.231 3,16 500 5,50
2026-02-17 13F MGB Wealth Management, LLC 13.761 22,23 1.104 25,31
2026-02-10 13F Palatine Hill Wealth Management, LLC 51.275 4.113
2026-02-06 13F Keystone Financial Group 523.900 1,40 42.027 3,84
2026-02-09 13F Frazier Financial Advisors, LLC 463 0,00 37 2,78
2026-04-07 13F G&S Capital LLC 12.105 5,06 926 0,22
2026-04-22 13F Sutton Place Investors Llc 108.827 15,06 8.330 9,78
2026-01-27 13F Lodestar Private Asset Management Llc 4.847 0,52 389 2,92
2026-04-24 13F Whelan Financial 14.484 0,00 1.109 -4,57
2026-01-28 13F Kanawha Capital Management Llc 72.053 0,43 5.780 2,85
2026-02-17 13F Fountainhead AM, LLC 3.736 28,47 300 31,72
2026-02-06 13F Harmony Asset Management Llc 24.295 -1,22 1.949 1,14
2026-04-22 13F Bravera Wealth 276 0,00 21 -4,55
2026-01-26 13F Kelman-Lazarov, Inc. 409.641 7,46 32.861 10,04
2026-02-10 13F Argent Trust Co 4.011 0,00 322 2,23
2026-02-12 13F Collier Financial 21.147 1,97 1.696 4,43
2026-01-13 13F Two West Capital Advisors LLC 4.474 43,63 359 44,35
2026-01-30 13F Sigma Planning Corp 23.389 0,67 1.876 3,08
2026-02-26 13F Anchor Investment Management, LLC 18.269 6,25 1.466 8,84
2026-02-05 13F Tucker Asset Management Llc 1.213 15,74 97 18,29
2026-02-04 13F Fusion Family Wealth LLC 3.045 -21,26 244 -19,21
2026-04-22 13F Storen Legacy Partners, LLC 19.029 12,29 1.456 7,14
2026-02-13 13F Level Four Advisory Services, Llc 362.274 3,73 29.062 6,22
2026-01-21 13F Raleigh Capital Management Inc. 7.689 3,89 617 6,39
2026-02-09 13F Regimen Wealth, Llc 9.371 0,06 752 2,46
2026-01-27 13F Keeler & Nadler Financial Planning & Wealth Management 266.614 5,47 21.388 8,00
2026-01-30 13F Strategic Blueprint, LLC 250.618 -2,72 20.105 -0,39
2026-04-10 13F High Probability Advisors, LLC 55.336 2,93 4.235 -1,79
2026-01-23 13F Aldebaran Financial Inc. 65.238 22,72 5.273 26,61
2026-02-13 13F Resources Investment Advisors, LLC. 6.123.760 3,01 491.248 5,49
2025-11-14 13F Knightsbridge Asset Management, Llc 355.899 -5,15 27.881 2,22
2026-01-07 13F Puff Wealth Management, Llc 30.881 38,60 2.482 42,23
2026-02-03 13F International Assets Investment Management, Llc 2.813 -39,71 226 -33,43
2026-04-24 13F Crux Wealth Advisors 4.298 0,00 329 -4,65
2026-04-08 13F Fermata Advisors, LLC 23.603 3,42 1.807 -1,31
2026-02-10 13F Principia Wealth Advisory, LLC 20 0,00 2 0,00
2026-02-12 13F Hrt Financial Lp 0 -100,00 0
2026-04-08 13F Ccg Wealth Management, Llc 745.917 18,97 57.092 13,51
2026-02-20 13F Kovitz Investment Group Partners, LLC 4.157 -98,54 334 -98,51
2026-02-10 13F BlackDiamond Wealth Management Inc. 101.136 -12,45 8.258 -8,75
2026-04-15 13F Cranbrook Wealth Management, LLC 8.995 0,86 689 -3,78
2026-04-24 13F Flagship Private Wealth, LLC 16.542 38,79 1.266 32,43
2026-04-16 13F Fiduciary Advisors, Inc. 152 0,00 12 -8,33
2026-02-04 13F Ameritas Advisory Services, LLC 44.032 -28,00 3.532 -26,26
2025-11-12 13F Blueprint Financial Advisors LLC 0 -100,00 0
2026-02-09 13F Keating Financial Advisory Services, Inc. 1.702 137
2026-02-13 13F Wbi Investments, Inc. 3.025 -0,56 243 1,68
2026-02-12 13F SWAN Capital LLC 508 41
2026-01-22 13F Fiduciary Planning LLC 12.057 0,08 967 2,55
2026-01-29 13F Dunhill Financial, LLC 1.004 0,20 81 2,56
2026-02-17 13F Signature Equity Partners, LLC 4.124 331
2026-02-17 13F Warren Averett Asset Management, LLC 576.825 -0,06 46.273 2,34
2026-01-27 13F Sterling Group Wealth Management, LLC 1.030.149 -0,25 82.639 2,15
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 11.307 -11,35 865 -15,44
2026-02-13 13F Headlands Technologies LLC 16.829 -5,66 1.350 -3,36
2026-04-20 13F Greenup Street Wealth Management Llc 4.960 70,68 380 62,66
2026-04-16 13F Capital Advisors, Ltd. LLC 15.934 31,05 1
2026-01-27 13F Fiscal Wisdom Wealth Management, LLC 46.005 1,20 3.691 3,36
2026-02-12 13F Voya Investment Management Llc 406.955 32.646
2026-04-21 13F Narus Financial Partners, LLC 29.297 0,29 2.242 -4,31
2026-01-28 13F Wealth Management Nebraska 0 -100,00 0 -100,00
2026-02-11 13F Empowered Funds, LLC 2.260 181
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 228.042 130,91 17.454 120,32
2026-02-11 13F Premier Private Wealth Management LLC 38.263 3.131
2026-02-09 13F Optimist Retirement Group LLC 9.241 -3,27 740 -1,07
2026-01-16 13F Claris Advisors, Llc / Mo / 0 -100,00 0
2026-04-08 13F Arlington Trust Co LLC 9.245 0,00 708 -4,59
2026-02-10 13F CFS Investment Advisory Services, LLC 824.478 2,52 66.140 3,23
2025-10-31 13F Whittier Trust Co Of Nevada Inc 0 -100,00 0 -100,00
2026-02-02 13F PKS Advisory Services, LLC 16.825 21,35 3.848 97,94
2026-02-13 13F JustInvest LLC 3.972 0,00 319 2,25
2026-02-12 13F Ankerstar Wealth, LLC 180 14
2026-04-16 13F Annex Advisory Services, LLC 35.584 -6,91 2.724 -11,19
2026-04-20 13F Naples Global Advisors, Llc 129.915 1,95 9.944 -2,73
2026-02-04 13F Advisor OS, LLC 239.641 -2,88 19.224 -0,54
2026-02-05 13F Navalign, LLC 189 15
2026-04-24 13F Acorn Financial Advisory Services Inc /adv 51.153 -44,18 3.915 -46,74
2026-02-17 13F Captrust Financial Advisors 197.877 8,30 15.874 10,90
2026-01-12 13F CVA Family Office, LLC 879 0,00 71 2,94
2026-02-10 13F Moors & Cabot, Inc. 22.815 9,52 1.830 12,20
2026-02-11 13F Strategic Financial Partners, Ltd. 592.838 2,05 47.558 4,50
2026-01-16 13F Worth Financial Advisory Group, LLC 35.549 -0,01 2.852 2,37
2026-02-03 13F Orion Capital Management LLC 2.914 -19,83 234 -17,96
2026-04-16 13F Balboa Wealth Partners 3.688 0,00 282 -4,41
2026-02-13 13F Beacon Financial Advisory LLC 52.540 1,88 4.215 4,33
2026-02-09 13F Atlantic Trust, LLC 1.037 59,54 83 66,00
2026-02-12 13F Resurgent Financial Advisors LLC 14.809 9,67 1.188 12,30
2026-02-05 13F Boulder Wealth Advisors, LLC 3.486 -5,09 280 -2,79
2026-02-11 13F Schwallier Wealth Management LLC 25.550 -14,52 2.080 -11,19
2026-01-29 13F Kickstand Ventures, Llc. 810.575 -0,14 65.024 2,26
2026-02-17 13F Mercer Global Advisors Inc /adv 1.170.521 9,34 93.899 11,97
2026-02-05 13F Thrivent Financial For Lutherans 679.588 2,10 55 3,85
2026-02-06 13F Synergy Investment Management, LLC 51.297 -0,14 4.115 2,26
2026-04-10 13F Magnus Financial Group LLC 0 -100,00 0
2026-02-05 13F High Note Wealth, LLC 9.204 3,49 738 6,03
2026-02-10 13F Acorn Wealth Advisors, LLC 20.676 1,77 1.659 4,21
2026-02-04 13F National Mutual Insurance Federation of Agricultural Cooperatives 9.536.000 0,00 764.978 2,40
2026-02-13 13F Ausdal Financial Partners, Inc. 367.791 3,52 29.504 6,00
2026-01-23 13F Steigerwald, Gordon & Koch Inc. 4.804 0,00 385 2,39
2026-04-08 13F First Heartland Consultants, Inc. 604.525 4,14 46.270 -0,64
2026-02-02 13F Robertson Stephens Wealth Management, LLC 55.189 -2,73 4.427 -0,40
2026-04-15 13F Ridgeline Wealth, LLC 149.900 -25,54 11.473 -28,96
2026-02-17 13F Note Advisors, LLC 2.504 202
2026-01-27 13F Steele Capital Management, Inc. 311.559 -0,79 24.993 1,59
2026-02-12 13F Brogan Financial, Inc. 78.848 6,66 6.325 9,22
2026-02-17 13F Snowden Capital Advisors LLC 744.242 -0,99 59.703 1,39
2026-02-05 13F Avantax Planning Partners, Inc. 44.969 0,00 3.607 2,41
2026-04-22 13F Uniting Wealth Partners, LLC 76.309 13,98 5.841 8,75
2026-02-12 13F Keel Point, LLC 308.292 0,00 24.731 2,40
2026-02-13 13F Golden State Wealth Management, LLC 116.592 3,40 9.353 5,89
2026-02-25 13F Thryve Wealth Management Llc 346.550 27.800
2026-02-05 13F Cambridge Investment Research Advisors, Inc. 2.137.148 -29,85 171 -28,15
2026-01-27 13F Davies Financial Advisors, Inc. 0 -100,00 0
2026-02-12 13F Timmons Wealth Management, LLC 68.147 5.467
2026-01-29 13F Guardian Asset Advisors, LLC 139.255 2,08 11.172 4,52
2026-01-30 13F Arrien Investments, Inc. 290.173 0,36 23.278 2,77
2026-02-09 13F Strategic Financial Services, Inc, 2.485 -4,28 202 -0,99
2026-02-12 13F Great Lakes Retirement, Inc. 26.862 -8,91 2.155 -6,75
2026-01-23 13F Sage Mountain Advisors LLC 2.633 0,00 211 2,43
2026-04-20 13F Jfs Wealth Advisors, Llc 3.970 0,13 304 -4,72
2026-04-10 13F YHB Investment Advisors, Inc. 52.587 17,22 4.025 11,87
2026-02-11 13F Parallel Advisors, LLC 64.510 3,34 5.175 5,83
2026-02-13 13F Oarsman Capital, Inc. 165.466 7,42 13.274 9,99
2026-01-23 13F Vestment Financial LLC 59.545 3,83 4.862 7,69
2026-02-09 13F Smithfield Trust Co 924 0,00 0
2026-02-14 13F Copley Financial Group, Inc. 11.044 -3,80 886 -1,56
2026-02-10 13F Basepoint Wealth LLC 786 63
2026-02-12 13F Insigneo Advisory Services, Llc 26.407 1,67 2.118 4,13
2026-04-09 13F Chemistry Wealth Management LLC 11.096 -1,21 849 -5,77
2026-01-12 13F VisionPoint Advisory Group, LLC 96.484 2,72 7.740 5,18
2026-02-13 13F Missouri Trust & Investment Co 125 0,00 10 11,11
2026-04-21 13F Cambient Family Office, Llc 40.918 0,00 3.132 -4,60
2026-04-15 13F Elser Financial Planning, Inc 0 -100,00 0
2026-02-10 13F Ascension Capital Advisors, Inc. 0 -100,00 0 -100,00
2026-02-04 13F Tsfg, Llc 74 0,00 0
2026-04-20 13F Independent Wealth Network Inc. 199.352 31,03 15.258 25,02
2026-04-20 13F Courier Capital Llc 61.355 -13,78 4.696 -17,73
2026-02-12 13F Principal Securities, Inc. 833.868 -10,64 66.893 -8,49
2026-02-12 13F Renaissance Technologies Llc 198.100 15.892
2026-02-03 13F Alpha Cubed Investments, LLC 2.548 204
2025-11-13 13F Promus Capital, LLC 613 0,00 48 9,09
2026-04-06 13F CX Institutional 1.874 -33,73 0
2026-04-16 13F True Vision MN LLC 0 -100,00 0
2026-01-23 13F Galvin, Gaustad & Stein, LLC 47.254 1.052,54 3.791 1.080,69
2026-02-10 13F Syntegra Private Wealth Group, LLC 69.827 -1,49 5.602 0,86
2026-02-17 13F Schrum Private Wealth Management LLC 50.689 5,45 4.066 7,99
2026-02-06 13F Portland Financial Advisors Inc 6.971 0,00 559 2,38
2026-02-13 13F Potomac Fund Management Inc /adv 0 -100,00 0
2026-02-17 13F Main Street Financial Solutions, LLC 2.767 1,92 222 4,25
2026-02-12 13F Rossby Financial, LCC 3.444 -19,68 276 -18,10
2026-02-12 13F Beacon Capital Management, Inc. 264.331 -32,34 21.205 -30,72
2026-02-20 13F Talisman Wealth Advisors LLC 0 -100,00 0 -100,00
2026-02-17 13F Lakeshore Financial Planning, Inc. 2.713 218
2026-02-09 13F Clear Investment Research, Llc 0 -100,00 0
2026-04-22 13F Barnes Dennig Private Wealth Management LLC 7.078 188,78 542 176,02
2026-02-11 13F Dearborn Partners Llc 59.982 29,25 4.812 32,35
2026-04-21 13F Centennial Advisors, LLC 45.183 -0,31 3.458 -4,87
2026-02-10 13F Bnp Paribas Arbitrage, Sa 80.299 18,62 6.442 21,46
2026-02-03 13F Sequoia Financial Advisors, LLC 558.238 3,17 44.782 5,65
2026-04-10 13F Summit Financial Consulting LLC 13.074 0,61 1.001 -4,03
2026-02-17 13F Fwl Investment Management, Llc 1.097 88
2026-04-13 13F IFP Advisors, Inc 539.854 -2,10 41.320 -6,59
2026-01-22 13F O'Brien Wealth Partners LLC 812.351 -0,70 65.167 1,68
2026-02-02 13F JDM Financial Group LLC 40.746 -3,19 3.269 -0,88
2026-04-16 13F Upper Left Wealth Management, LLC 120.547 0,09 9.227 -4,50
2026-02-02 13F Avidian Wealth Solutions, LLC 1.033.682 -0,53 82.922 1,85
2026-01-27 13F FSR Wealth Management Ltd. 6.630 -33,27 532 -31,75
2026-04-13 13F Compass Ion Advisors, LLC 556.584 -3,82 42.601 -8,23
2026-01-27 13F ZEGA Investments, LLC 19.614 30,96 1.573 34,10
2026-04-02 13F Fulcrum Equity Management 18.789 27,31 1.438 21,56
2026-04-22 13F AJ Advisors, LLC 4.637 -8,14 355 -12,38
2026-04-21 13F Magnolia Private Wealth, LLC 7.857 24,75 601 19,01
2026-01-27 13F TD Waterhouse Canada Inc. 12.302 24,25 987 26,41
2026-04-20 13F Tower View Investment Management & Research LLC 124.052 4,45 9.495 -0,35
2026-01-22 13F Harwood Advisory Group, LLC 1.864 18,50 150 21,14
2026-04-17 13F Certified Advisory Corp 9.888 127,36 757 117,24
2026-04-17 13F Tectonic Advisors Llc 975.786 2,56 74.687 -2,14
2026-02-17 13F Widmann Financial Services, Inc. 4.183 5,42 336 8,06
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 72.796 -2,38 5.572 -6,87
2026-03-04 13F SHP Wealth Management 3.516 282
2026-04-20 13F Eagle Strategies LLC 936.608 5,04 71.688 0,22
2026-02-02 13F B.O.S.S. Retirement Advisors, LLC 143.410 -37,61 11.504 -36,12
2026-02-13 13F First National Bank Of Omaha 6.412 518
2026-02-06 13F Condor Capital Management 94.328 -3,31 7.567 -0,98
2026-01-26 13F Mirae Asset Global Investments Co., Ltd. 2.885.251 7,97 231.455 10,57
2026-02-18 13F Hershey Financial Advisers, LLC 0 -100,00 0
2025-11-05 13F Moloney Securities Asset Management, LLC 121.430 8,66 9.513 17,10
2026-04-15 13F Curbstone Financial Management Corp 7.000 0,00 536 -4,63
2026-04-24 13F Stegent Equity Advisors, Inc. 27.013 -2,09 2.068 -6,60
2026-04-13 13F Professional Financial Advisors, LLC 14.042 -11,92 1.075 -15,96
2026-01-29 13F Concord Asset Management, LLC/VA 20.008 6,25 1.605 8,81
2026-01-21 13F Modera Wealth Management, LLC 65.578 -7,57 5.261 -5,36
2026-02-11 13F Atlanta Consulting Group Advisors, LLC 3.561 26,86 286 30,14
2026-04-06 13F WASHINGTON TRUST Co 4.169 319
2026-02-26 13F TD Capital Management LLC 16.952 1.360
2026-02-12 13F Mason Investment Advisory Services, Inc. 12.988 0,00 1.042 2,36
2026-02-24 13F Astoria Portfolio Advisors LLC. 152.304 -3,81 12.229 -2,46
2026-02-17 13F Adams Wealth Management 106.269 -8,52 8.525 -6,33
2026-04-13 13F Creative Financial Designs Inc /adv 47.927 12,26 3.668 7,13
2026-01-12 13F Rialto Wealth Management, LLC 1.396 -6,06 112 -4,31
2026-02-09 13F Arvest Bank Trust Division 333.517 148,67 26.755 154,65
2026-01-21 13F Woodmont Investment Counsel Llc 22.173 0,00 1.779 2,36
2026-02-11 13F GW&K Investment Management, LLC 708 0,00 0
2026-02-12 13F Welch Capital Partners Llc/ny 148.207 -1,48 12 0,00
2026-02-11 13F SOUTH STATE Corp 207 -6,76 17 -5,88
2026-04-07 13F Blueline Advisors Llc 2.040 -1,31 156 -5,45
2026-02-20 13F McLaughlin Asset Management, Inc. 7.286 584
2026-01-22 13F Treasure Coast Financial Planning 24.411 0,00 1.958 2,41
2026-02-12 13F Financial Engines Advisors L.L.C. 5.067.054 1,47 406.479 3,90
2025-11-05 13F SPC Financial, Inc. 322.779 5,53 25.287 13,73
2026-02-04 13F Bailard, Inc. 0 -100,00 0
2026-02-09 13F PSI Advisors, LLC 604.159 2,53 48.466 4,99
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 33.563 24,29 2.569 18,56
2026-01-27 13F Brighton Jones Llc 0 -100,00 0 -100,00
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 640.610 -0,78 49.032 -5,33
2026-02-10 13F Savant Capital, LLC 318.642 -13,74 25.561 -11,67
2026-04-21 13F Meridian Financial, LLC 74.249 4,31 5.683 -0,47
2026-01-26 13F West Wealth Group, LLC 323.884 3,57 25.982 6,19
2026-02-03 13F Winch Advisory Services, LLC 920 -2,44 74 0,00
2026-02-06 13F Orin Green Financial, LLC 18.354 -2,59 1.472 -0,27
2026-02-06 13F Csenge Advisory Group 39.700 -17,81 3.185 -15,86
2026-02-11 13F Strategic Advocates LLC 1.700 105,31 137 114,06
2026-02-11 13F Stirlingshire Investments, Inc. 19.676 1.578
2025-11-04 13F Pineridge Advisors LLC 2.033 0,10 159 8,16
2026-02-06 13F Daido Life Insurance Co 300.182 93,93 24 100,00
2026-01-12 13F AllSquare Wealth Management LLC 160 0,00 13 9,09
2026-02-13 13F Marshall Wace, Llp 0 -100,00 0 -100,00
2026-04-10 13F OMNI 360 Wealth, Inc. 176.528 3,40 13.511 -2,59
2026-02-12 13F Jane Street Group, Llc Put 237.600 149,06 19.060 155,05
2026-02-12 13F Jane Street Group, Llc Call 275.800 40,28 22.125 43,65
2026-02-17 13F Creative Planning 32.800.149 2,41 2.631.228 4,86
2026-04-23 13F Bestgate Wealth Advisors, LLC 54.638 0,99 4.182 -3,64
2026-02-12 13F Cibc World Markets Corp 19.231 -6,16 1.543 3,56
2026-02-12 13F Schneider Downs Wealth Management Advisors, LP 34.814 0,00 2.793 2,38
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 1.054 0,00 81 -4,76
2026-04-21 13F Pallas Capital Advisors LLC 0 -100,00 0
2026-02-17 13F Hbk Investments L P 105.288 91,89 8.446 96,51
2026-04-15 13F Milestone Asset Management, Llc 5.006 8,07 383 3,23
2026-04-23 13F Oppenheimer Asset Management Inc. 46.365 41,19 3.549 34,70
2026-04-09 13F Secure Asset Management, LLC 21.033 -11,41 1.610 -15,49
2026-02-13 13F Integrity Financial Corp /WA 122 10
2026-01-15 13F Santori & Peters, Inc. 4.984 0,00 400 2,31
2026-01-15 13F DB Fitzpatrick & Co, Inc 21 75,00 2
2025-11-04 13F Guerra Advisors Inc 172 13
2026-01-26 13F WorthPointe, LLC 32.538 2.610
2026-02-09 13F Bleakley Financial Group, LLC 25.560 0,70 2.050 3,12
2026-02-05 13F Mission Wealth Management, Lp 50.220 -8,10 4.029 -5,91
2026-04-21 13F Waterway Wealth Management, LLC 7.471 18,91 572 13,29
2026-01-27 13F Horst & Graben Wealth Management LLC 423.839 3,03 34.026 5,59
2026-02-13 13F Jacobi Capital Management LLC 7.345 -1,36 589 1,03
2026-01-20 13F Fundamentun, Llc 35.183 -1,96 2.822 0,39
2026-02-13 13F Solstein Capital, LLC 3 0
2026-04-22 13F Spirepoint Private Client, Llc 24.112 3,11 1.846 -1,60
2026-02-12 13F Chilton Capital Management Llc 117 -81,83 9 -82,00
2025-10-29 13F/A Invera Wealth Advisors, LLC 0 -100,00 0 -100,00
2026-02-17 13F Perennial Investment Advisors, LLC 145.781 -0,39 11.696 1,99
2026-02-05 13F Allworth Financial LP 11.511 24,44 923 27,49
2026-01-13 13F Kathmere Capital Management, LLC 17.626 -0,79 1.414 1,58
2026-01-28 13F Confluence Wealth Services, Inc. 13.183 0,71 1.057 3,12
2026-02-03 13F Retirement Planning Group 36.053 -8,81 2.892 -6,62
2026-01-28 13F Momentum Wealth Planning, LLC 24.064 -3,61 1.930 -1,28
2026-02-17 13F Jones Financial Companies Lllp 57.574.162 12,93 4.618.605 16,37
2026-02-13 13F Arkadios Wealth Advisors 191.715 422,13 15.379 434,74
2026-04-24 13F Horizon Wealth Management, LLC 77.533 0,07 5.934 -4,52
2026-02-06 13F Mjp Associates Inc /adv 6.051 -19,83 485 -17,94
2026-02-13 13F Advyzon Investment Management, LLC 36.450 -17,03 2.924 -15,02
2026-01-30 13F SK Wealth Management, LLC 89.340 84,70 7.295 90,99
2026-02-17 13F Mpwm Advisory Solutions, Llc 200 16
2026-04-16 13F Bricktown Capital, LLC 526.537 7,07 40.301 2,16
2026-03-05 13F Bush Investment Group, Llc 72.819 -0,55 5.842 1,83
2026-02-12 13F Gerber Kawasaki Wealth & Investment Management 61.722 -0,71 4.951 1,66
2026-02-11 13F O'shaughnessy Asset Management, Llc 83.402 15,29 6.691 18,07
2026-02-12 13F Jane Street Group, Llc 21.788 -15,58 1.748 -13,56
2026-01-22 13F Montz Harcus Wealth Management LLC 440.475 0,71 35.335 3,13
2026-02-04 13F Clark Wealth Partners 0 -100,00 0
2026-04-22 13F RMR Wealth Builders 40.102 0,47 3.069 -4,12
2026-04-13 13F Kmg Fiduciary Partners, Llc 417.266 -15,20 31.938 -19,10
2026-01-15 13F Cobblestone Asset Management LLC 116.867 -1,44 9.375 0,94
2026-02-05 13F Western Wealth Management, LLC 718.479 14,22 57.636 16,96
2026-02-20 13F Bauman Advisory Group, LLC 445.771 35.760
2026-04-20 13F LVW Advisors, LLC 1.158.465 166,70 88.669 154,46
2026-04-13 13F Trust Co 518 40
2026-01-30 13F Citizens Financial Group Inc/ri 200.174 15,83 16.058 18,61
2026-01-26 13F Liberty Capital Management, Inc. 5.954 0,00 478 2,36
2026-01-29 13F Advisors Capital Management, LLC 6.623 0,06 531 2,51
2026-01-28 13F Aspen Wealth Strategies, LLC 30.312 999,06 2.432 1.025,46
2026-01-21 13F Naviter Wealth, LLC 0 -100,00 0
2026-02-18 13F Financial Advisory Service, Inc. 706 129,22 57 133,33
2026-02-05 13F BlueChip Wealth Advisors LLC 7.219 29,95 579 33,10
2026-04-16 13F Rainier Family Wealth Inc 148.141 -13,39 11.339 -17,37
2026-01-21 13F Towercrest Capital Management 169.228 -2,00 13.575 0,35
2026-01-26 13F Northwest Capital Management Inc 1.547 -20,59 124 -18,42
2026-02-17 13F NorthRock Partners, LLC 3.809.436 3,02 305.593 5,49
2026-02-17 13F Align Financial, LLC 76.049 76
2026-04-17 13F United Advisor Group, LLC 19.231 -2,25 1.472 -6,78
2026-01-30 13F Valued Wealth Advisors LLC 433 35
2026-02-06 13F Mach-1 Financial Group, Inc. 7.855 -93,43 630 -93,28
2026-02-05 13F Blume Capital Management, Inc. 4 -94,12 0 -100,00
2026-01-16 13F Selective Wealth Management, Inc. 200.244 7,70 16.308 11,42
2026-02-17 13F Amussen Hunsaker Associates Llc 2.956 -0,40 237 2,16
2026-04-13 13F Shira Ridge Wealth Management 6.917 14,56 529 9,30
2026-02-17 13F National Asset Management, Inc. 5.849 -9,01 469 -6,76
2026-02-17 13F Strive Financial Group ,LLC 557 45
2026-02-06 13F Cedar Wealth Management, LLC 3.031 990,29 243 1.057,14
2026-04-13 13F Ayalon Holdings Ltd. 15.660 0,00 1 0,00
2026-01-22 13F Bartlett & Co. Wealth Management Llc 400 32
2026-02-11 13F Curtis Wealth Management Llc 52.675 4.294
2025-11-14 13F Wolverine Trading, Llc Call 35.300 116,56 2.756 133,87
2026-04-15 13F Buttonwood Financial Group, LLC 218.889 -55,93 16.754 -58,70
2025-11-14 13F Wolverine Trading, Llc 5.183 -53,85 405 -50,25
2025-11-14 13F Wolverine Trading, Llc Put 22.800 70,15 1.780 83,59
2026-02-23 13F McMill Wealth Management 304.128 -0,57 24.397 1,82
2026-04-09 13F Park Place Capital Corp 199.458 26,37 15.267 20,57
2026-04-23 13F Financial Guidance Group, Inc. 90.551 9,44 6.931 4,41
2026-02-23 13F Investments & Financial Planning, LLC 10.335 -9,90 829 -7,68
2026-01-07 13F Riversedge Advisors, Llc 0 -100,00 0 -100,00
2025-12-16 13F Garde Capital, Inc. 0 -100,00 0 -100,00
2026-02-09 13F Westover Capital Advisors, LLC 42.162 21,94 3.382 24,89
2026-01-23 13F Legacy Advisory Services, LLC 253.869 0,06 20.365 2,47
2026-02-10 13F Cherry Tree Wealth Management, LLC 16.125 2,92 1.294 5,38
2026-04-07 13F SMI Advisory Services, LLC 3.782 -0,89 293 -6,09
2026-04-14 13F Vestia Personal Wealth Advisors 80.823 -4,86 408 -4,45
2026-04-21 13F Merkkuri Wealth Advisors LLC 221.717 7,68 16.970 2,74
2026-02-10 13F Envestnet Asset Management Inc 17.891.359 6,06 1.435.245 8,61
2026-04-21 13F Highland Financial Advisors, LLC 548.404 7,87 41.975 2,92
2026-02-23 13F Kera Capital Partners, Inc. 0 -100,00 0
2026-02-11 13F Deutsche Bank Ag\ 13.699 5,36 1.099 7,86
2026-04-20 13F YANKCOM Partnership 127 -25,73 10 -30,77
2026-02-10 13F KERR FINANCIAL PLANNING Corp 19 2
2026-01-21 13F Crews Bank & Trust 1.136.405 3,79 91.162 6,28
2026-04-10 13F Jacobson & Schmitt Advisors, Llc 12.500 -3,82 957 -8,25
2026-02-02 13F Estate Counselors, LLC 13.208 -35,59 1.060 -34,06
2026-02-13 13F Gen-Wealth Partners Inc 218.868 4,83 17.558 7,34
2026-04-15 13F APS Management Group, Inc. 22.199 1,07 1.699 -3,52
2026-02-17 13F Nepc Llc 1.438 -99,85 115 -99,84
2026-02-17 13F Cresset Asset Management, LLC 3.520 9,62 282 12,35
2026-04-08 13F Asempa Wealth Advisors 45.850 10,16 3.536 5,87
2026-02-06 13F New Millennium Group LLC 1.061 15,83 85 19,72
2026-02-13 13F Transamerica Financial Advisors, Inc. 115.627 -2,52 9.276 -0,18
2026-02-13 13F Venture Visionary Partners LLC 136.085 13,16 10.953 16,25
2026-01-20 13F Jackson Wealth Management, LLC 530.805 -5,90 42.581 -3,64
2026-04-15 13F Norden Group Llc 24.845 4,26 1.902 -0,52
2026-04-21 13F Clarus Group, Inc. 284.377 0,10 21.766 -4,48
2026-02-13 13F Global Endowment Management, LP 11.731 941
2026-04-15 13F Howard Capital Management Group, LLC 4.396 0,00 336 -4,55
2026-02-17 13F Equitable Holdings, Inc. 583.941 9,08 46.844 11,69
2026-04-22 13F Financial Futures Ltd Liability Co. 172.073 3,49 13.170 -1,26
2026-01-12 13F National Wealth Management Group, LLC 77.160 35,77 6.190 39,02
2026-04-23 13F Etesian Wealth Advisors, Inc. 79.641 6,25 6.096 1,38
2026-02-10 13F Meitav Dash Investments Ltd 101.472 0,05 8.140 2,44
2026-04-17 13F Legacy Wealth Partners, LLC 4.038 24,09 309 18,39
2026-01-27 13F First Horizon Corp 53 4
2026-04-14 13F Southland Equity Partners LLC 8.207 21,42 628 15,87
2026-02-10 13F Tidemark, LLC 175.130 -24,04 14.049 -22,21
2026-02-11 13F Cerity Partners LLC 363.942 -5,13 29.195 -2,85
2026-02-13 13F McAdam, LLC 3.493 280
2026-02-11 13F Mattson Financial Services, LLC 199.537 9,05 16.007 11,66
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0 -100,00
2026-02-18 13F/A Virtue Capital Management, LLC 14.922 14,25 1.200 108,89
2026-01-26 13F Roman Butler Fullerton & Co 10.271 -3,50 833 -3,26
2026-01-30 13F Wealth Management Resources, Inc. 94.517 -7,63 7.582 -5,41
2026-02-03 13F Encompass More Asset Management 101.957 7,99 8.179 10,57
2026-02-17 13F Second Line Capital, LLC 2.882 231
2026-04-13 13F Mather Group, Llc. 54.283 1.163,57 4.155 1.107,56
2026-04-24 13F APCM Wealth Management for Individuals 66.364 23,93 5.080 18,25
2026-04-13 13F Wolff Wiese Magana Llc 0 -100,00 0
2026-01-12 13F Foster Group, Inc. 0 -100,00 0 -100,00
2026-02-10 13F Meramec Financial Planners, LLC 1.000 81
2026-01-28 13F Chicago Partners Investment Group LLC 200.015 4,77 16.221 5,14
2026-02-17 13F Wellington Management Group Llp 0 -100,00 0
2026-01-23 13F Westside Investment Management, Inc. 5.544 1,46 445 3,74
2026-04-23 13F Intrua Financial, LLC 969.562 -1,40 74.210 -5,92
2026-02-17 13F Wealth Watch Advisors, INC 882 61,54 71 66,67
2026-02-06 13F Empirical Asset Management, LLC 9.604 -20,31 743 -19,08
2026-01-22 13F TSA Wealth Managment LLC 325.130 -2,10 26.082 0,25
2026-02-13 13F Integrated Wealth Concepts LLC 1.130.317 -1,96 90.674 0,40
2026-02-10 13F Twin Peaks Wealth Advisors, LLC 30.011 45,35 2.450 51,52
2026-04-16 13F Financial Management Network Inc 14.376 -0,01 1.150 -0,43
2026-02-13 13F Parkside Financial Bank & Trust 2.805 0,00 225 2,74
2026-01-22 13F Bfsg, Llc 372 124,10 30 123,08
2026-01-07 13F Corsicana & Co. 29.785 11,35 2.389 14,03
2026-02-10 13F REAP Financial Group, LLC 0 -100,00 0
2026-02-17 13F/A Kovack Advisors, Inc. 9.217 739
2026-02-04 13F HORAN Wealth, LLC 27.646 4,27 2.218 6,74
2026-02-03 13F Capstone Triton Financial Group, LLC 22.254 -1,17 1.785 1,25
2026-02-11 13F Ameritas Investment Partners, Inc. 43 0,00 3 0,00
2026-04-22 13F Horizon Bancorp Inc /in/ 29 0,00 0
2026-04-17 13F AdvisorNet Financial, Inc 248.457 11,87 19.017 6,74
2026-01-27 13F PFG Advisors 452.727 26,54 36.318 29,57
2026-02-10 13F Advisor Resource Council 22.011 1.800
2026-04-23 13F Harbor Investment Advisory, Llc 1.091 70,20 84 62,75
2026-02-04 13F Pensionmark Financial Group, Llc 1.331.691 7,61 105.926 9,26
2026-01-28 13F Trademark Financial Management, LLC 85.692 64,70 6.874 68,69
2026-02-10 13F Foundations Investment Advisors, LLC 175.018 -10,89 14.040 -8,75
2026-04-08 13F KWB Wealth 1.105.743 -0,74 88.703 -0,74
2026-01-23 13F Lunt Capital Management, Inc. 58.183 3,73 4.667 6,21
2026-04-23 13F Accurate Wealth Management, LLC 16.166 26,29 1.293 24,59
2026-02-19 13F Claris Financial LLC 3.417 -35,04 274 -33,50
2026-04-07 13F Retirement Wealth Solutions LLC 0 -100,00 0
2026-01-20 13F Corundum Trust Company, INC 0 -100,00 0
2026-01-27 13F Q3 Asset Management 37.121 -57,25 3 -66,67
2026-04-22 13F Western Financial Corp/CA 4.955 23,29 379 17,70
2026-01-20 13F Stratos Wealth Advisors, LLC 4.865 -59,06 390 -58,11
2026-04-13 13F Woodside Wealth Management LLC 0 -100,00 0
2026-04-23 13F Global Trust Asset Management, LLC 4.489 -27,70 344 -31,12
2026-02-06 13F Gambit Capital Management, LLC 98.525 7.904
2026-04-20 13F Strong Retirement Solutions LLC 14.086 26,07 1.078 20,31
2026-01-29 13F Carmel Capital Partners, LLC 6.358 11,70 510 14,61
2026-02-09 13F HBK Sorce Advisory LLC 69.656 -7,30 5.661 -3,71
2026-04-07 13F Deane Retirement Strategies, Inc. 5.224 -55,23 400 -57,37
2026-02-13 13F Gts Securities Llc 72.839 19,93 5.843 22,83
2026-02-09 13F Arq Wealth Advisors, Llc 109.266 6,71 8.765 9,28
2026-04-17 13F Fifth Third Wealth Advisors LLC 6.014 32,50 460 26,37
2026-04-16 13F Phillips Financial Management, Llc 2.139 0,00 164 -4,68
2026-02-02 13F Vantage Point Financial LLC 133.913 9,33 10.742 11,95
2026-02-12 13F Founders Financial Alliance, LLC 3.614 37,05 290 40,29
2026-01-21 13F Bluestem Financial Advisors, Llc 49.821 -1,43 3.997 0,93
2026-04-15 13F Horizon Financial Services, Llc 97 102,08 7 133,33
2026-02-12 13F JPL Wealth Management, LLC 95.557 1.098,81 7.666 1.128,37
2026-02-13 13F Integrity Investment Advisors, LLC 3.762 302
2026-02-10 13F/A Northwestern Mutual Wealth Management Co 4.096.080 8,15 328.588 10,75
2026-02-04 13F Independent Advisor Alliance 280.232 42,71 22.480 46,14
2026-04-20 13F Penobscot Wealth Management 793.804 1,90 60.758 -2,77
2026-04-07 13F Fragasso Group Inc. 425.101 128,54 32.971 120,96
2026-04-09 13F PCB Capital LLC 34.358 2.756
2026-02-17 13F VestGen Advisors, LLC 171.194 -69,66 13.733 -68,93
2026-02-12 13F Cutler Investment Counsel Llc 137.541 4,75 11.034 7,26
2026-02-13 13F Stifel Financial Corp 329.149 2,31 26.404 4,77
2026-04-24 13F My Purposeful Wealth Corp. 50.962 344,50 3.901 324,37
2026-02-09 13F Integrity Advisory Solutions, LLC 130.323 8,96 10.455 11,57
2026-01-12 13F Kozak & Associates, Inc. 0 -100,00 0
2026-04-09 13F TrueWealth Advisors, LLC 25.930 -2,59 1.985 -7,07
2026-04-21 13F Gilpin Wealth Management, Llc 50 0,00 4 -25,00
2026-02-10 13F SCS Capital Management LLC 2.627.987 2,91 210.817 5,38
2026-02-13 13F/A 360 Financial, Inc. 16.873 3,45 1.354 5,95
2026-02-10 13F CIBC Asset Management Inc 4.532 364
2026-02-12 13F Tull Financial Group, Inc. 671.395 1,02 53.859 3,45
2026-02-10 13F Redwood Financial Network Corp 23.799 -1,64 1.909 0,74
2026-04-23 13F Tarbox Family Office, Inc. 5.971 44,16 457 37,65
2026-01-21 13F Leading Edge Financial Planning LLC 831.668 7,21 66.716 9,78
2026-02-06 13F EverSource Wealth Advisors, LLC 23.156 24,48 1.858 27,45
2026-02-11 13F Jpmorgan Chase & Co 8.461.033 2,59 678.744 5,05
2026-01-30 13F Caldwell Securities, Inc 745 0,00 60 1,72
2026-04-15 13F Sightline Wealth Advisors, LLC 0 -100,00 0
2026-04-16 13F Brookstone Capital Management 581.156 -4,03 44.482 -8,44
2026-02-17 13F Capasso Planning Partners LLC 3.353 2,98 269 5,10
2026-02-17 13F Basso Capital Management, L.p. 582 0,00 47 2,22
2026-04-07 13F Five Oceans Advisors 11.982 7,13 917 2,23
2026-01-21 13F 4wealth Advisors, Inc. 14.101 1,73 1.131 4,24
2026-02-05 13F Millennium Capital Advisors, LLC 16.217 0,25 1.301 2,60
2026-01-27 13F Latitude Advisors, LLC 50.797 4,68 4.075 7,18
2026-02-05 13F IMG Wealth Management, Inc. 50.871 4.081
2026-02-02 13F Cornerstone Planning Group LLC 2.662 203,19 218 130,85
2026-04-20 13F Parkway Wealth Management Group, LLC 45.852 15,73 3.669 15,45
2026-04-23 13F Catalina Capital Group, LLC 73.473 14,86 5.624 9,59
2026-04-22 13F Smallwood Wealth Investment Management, LLC 0 0
2026-01-23 13F Rsm Us Wealth Management Llc 3.123 -3,22 252 0,00
2026-02-04 13F 49 Wealth Management, Llc 1.997.722 14,29 160.257 17,03
2026-01-27 13F Seeds Investor Llc 15.214 30,03 1.220 33,19
2026-04-15 13F Parsons Capital Management Inc/ri 2.995 229
2026-02-10 13F Fortis Advisors, LLC 4.812 0,29 386 2,93
2026-02-17 13F City National Bank Of Florida /msd 2.716 0,00 218 2,36
2026-04-14 13F Flower City Capital 5.974 -2,00 457 -6,54
2026-04-24 13F Keybank National Association/oh 8.041 -0,22 615 -4,80
2026-04-21 13F Crown Wealth Group, LLC 484.160 -2,17 37.058 -6,66
2026-02-17 13F Clark Capital Management Group, Inc. 7.449.848 -2,89 597.627 -0,56
2026-02-12 13F Lbmc Investment Advisors, Llc 21.145 0,03 1.696 2,48
2026-04-23 13F Brown Miller Wealth Management, LLC 82.278 12,19 6.298 7,04
2026-03-12 13F Bawa N Mallick Trust 3.000 0,00 241 2,13
2026-01-14 13F Donaldson Capital Management, Llc 11.724 0,00 940 2,40
2026-02-09 13F Cypress Capital Management LLC (WY) 3.333 0,00 267 2,30
2026-02-13 13F LGT Financial Advisors LLC 0 -100,00 0
2026-02-17 13F Imprint Wealth LLC 24.525 28,42 1.967 31,48
2026-02-02 13F Fifth Third Bancorp 649.465 10,43 52.100 13,08
2026-03-31 13F Sankala Group LLC 9.288 0,00 700 -6,67
2026-02-03 13F Legacy Wealth Managment, LLC/ID 1.102 -47,95 88 -46,67
2026-02-10 13F Thoroughbred Financial Services, Llc 5.577 1,42 0
2026-04-15 13F Fortitude Family Office, LLC 37.358 -0,70 2.859 -5,24
2026-02-06 13F Harbor Advisory Corp /ma/ 3.936 0,00 316 2,27
2026-02-13 13F Bank Of Nova Scotia 380.530 12,20 30.754 15,76
2026-04-13 13F GoalVest Advisory LLC 20.093 -0,12 1.538 -4,71
2026-04-16 13F Thompson Davis & Co., Inc. 16.450 -5,73 1.259 -10,01
2026-02-13 13F Lavaca Capital Llc 7.295 -2,62 585 -0,17
2026-04-17 13F Trinity Wealth Management, LLC 99.922 -0,30 7.648 -4,86
2026-02-10 13F Colton Groome Financial Advisors, Llc 52.332 3,31 4.198 5,80
2026-02-13 13F Baird Financial Group, Inc. 299.212 -2,15 24.003 0,20
2026-04-24 13F Medallion Wealth Advisors, LLC 24.960 -6,95 1.910 -11,20
2026-02-05 13F Prairieview Wealth Partners, Llc 2.834 1,65 227 4,13
2026-04-14 13F Spence Asset Management 237.627 36,32 18 38,46
2026-02-13 13F SRS Capital Advisors, Inc. 4.745 381
2026-02-03 13F Red Crane Wealth Management, Llc 26.057 3,03 2.090 5,50
2026-02-03 13F Strengthening Families & Communities, LLC 246 2,93 20 5,56
2026-02-11 13F Mascagni Wealth Management, Inc. 0 -100,00 0 -100,00
2026-04-15 13F Cypress Financial Planning Llc 7.571 5,64 579 0,00
2026-04-23 13F Caliber Wealth Management, LLC / KS 18.948 37,35 1.450 31,10
2026-01-20 13F Harbor Capital Advisors, Inc. 339.807 471.854,17 27
2026-01-21 13F Trivant Custom Portfolio Group, LLC 14.711 3,60 1.180 6,12
2026-04-08 13F DiNuzzo Private Wealth, Inc. 270 0,00 21 -4,76
2026-02-13 13F Mariner, LLC 2.316.179 8,40 185.833 11,02
2026-02-13 13F Change Path, LLC 140.715 0,58 11.288 2,99
2026-02-10 13F Opulen Financial Group LLC 7.521 0,29 603 2,73
2025-11-13 13F Johnson Financial Group, Inc. 0 -100,00 0 -100,00
2026-04-13 13F Fiduciary Financial Group, Llc 13.030 5,52 997 0,71
2026-04-16 13F Capital Investment Advisors, LLC 10.618 -0,73 813 -5,36
2026-04-23 13F/A Private Wealth Group, LLC 762.635 2,64 58.372 -2,07
2026-02-13 13F First Trust Advisors Lp 44.839 -13,99 3.597 -11,93
2026-01-22 13F ETF Store, Inc. 34.526 9,97 2.770 12,61
2026-01-29 13F Riggs Asset Managment Co. Inc. 10.118 5,15 812 7,70
2026-02-10 13F Linscomb & Williams, Inc. 3.056 0,00 245 2,51
2026-04-22 13F Stone House Investment Management, LLC 145 -99,98 11 -99,98
2026-01-26 13F Key Capital Management, INC 167 13
2026-03-12 13F Nalls Sherbakoff Group, Llc 10 0,00 1
2026-02-17 13F Prostatis Group LLC 60.592 -2,32 4.861 0,02
2026-04-21 13F New Perspectives, Inc 730.608 -0,63 55.921 -5,19
2026-01-29 13F Hobbs Wealth Management, LLC 180.796 0,82 14.503 3,24
2026-04-17 13F Michael S. Ryan, Inc. 4.450 -92,94 341 -93,27
2026-04-20 13F Ritholtz Wealth Management 60.294 24,30 4.615 18,58
2026-04-21 13F River Street Advisors LLC 112.266 12,68 8.593 7,51
2026-01-26 13F Cwm, Llc 10.359.261 4,02 831 6,54
2026-04-17 13F Provident Wealth Management, LLC 7.027 3,78 538 -1,10
2026-01-30 13F Bogart Wealth, LLC 290 23
2026-04-20 13F Dagco, Inc. 3.589 -16,16 275 -20,12
2026-02-09 13F King Luther Capital Management Corp 1.649 3,00
2026-04-20 13F SILVER OAK SECURITIES, Inc 56.401 -37,10 4.317 -40,44
2026-02-13 13F Sofos Investments, Inc. 2.426 -11,33 195 -9,35
2026-04-13 13F Catalyst Private Wealth, Llc 49.489 0,00 3.788 -4,61
2026-02-23 13F Sonoma Allocations LLC 5.814 6,15 475 11,76
2026-04-06 13F Private Client Services, Llc 3.726 -3,92 285 -8,36
2026-01-21 13F Flagship Harbor Advisors, Llc 540.842 -10,38 43.386 -8,22
2026-02-10 13F Exit Wealth Advisors, LLC. 10.530 0,59 845 2,93
2026-02-13 13F Glen Eagle Advisors, LLC 2.322 8,40 186 11,38
2026-04-22 13F Sykon Capital Llc 329.489 4,37 25.219 -0,41
2026-02-12 13F von Borstel & Associates, Inc. 0 -100,00 0
2026-01-28 13F Salomon & Ludwin, LLC 2.561 176,86 207 187,50
2026-04-13 13F Chris Bulman Inc 8.832 -9,19 676 -13,46
2026-02-17 13F Janus Henderson Group Plc 935.150 0,00 75.018 2,40
2026-04-15 13F Bernardo Wealth Planning LLC 6.016 18,31 460 13,02
2026-02-17 13F GeoWealth Management, LLC 62.889 20,74 5.045 23,63
2026-04-23 13F Laurel Wealth Planning LLC 7.564 -5,17 579 -9,55
2026-02-03 13F American Financial Advisors, LLC 35.215 -0,81 2.825 1,55
2026-02-04 13F Midwest Trust Co 73.400 -0,22 5.888 2,19
2026-04-21 13F Pacific Park Financial, Inc. 4.422 -40,56 338 -43,29
2026-02-10 13F Theory Financial Llc 66.662 2,61 5.434 5,91
2026-02-05 13F Landmark Wealth Management, LLC 17.466 1,11 1.401 3,55
2026-02-06 13F Cullen/frost Bankers, Inc. 119 10
2026-02-05 13F Accredited Investors Inc. 7.438 8,90 597 11,40
2026-02-13 13F Northstar Group, Inc. 6.175 0,00 495 2,48
2026-02-10 13F Welch & Forbes Llc 2.786 0,40 223 2,76
2026-04-23 13F URS Advisory LLC 57.309 -2,65 4.386 -7,12
2025-11-05 13F Fullcircle Wealth Llc 29.616 11,76 2.353 19,57
2026-01-27 13F Summit Financial Strategies, Inc. 9.151 -3,19 734 -0,81
2026-04-17 13F Athena Wealth Management, LLC 12.181 -2,06 932 -6,52
2026-02-11 13F Marks Group Wealth Management, Inc 10.760 863
2026-02-12 13F Richard W. Paul & Associates, LLC 19.776 -9,23 1.586 -7,03
2026-02-18 13F Caitlin John, LLC 19.557 -2,56 1.569 -0,25
2026-04-03 13F Global Wealth Strategies & Associates 799 0,00 61 -4,69
2026-02-06 13F Global Retirement Partners, LLC 2.368.026 3,65 189.963 6,14
2026-04-06 13F Washington Trust Advisors, Inc. 766 0,00 59 -4,92
2026-02-06 13F Flynn Zito Capital Management, Llc 122.793 -0,02 9.850 2,38
2026-01-21 13F NovaPoint Capital, LLC 198.298 2,92 15.907 5,39
2026-04-22 13F Aureum Wealth Management, LLC 59.984 24,20 4.591 18,51
2026-02-11 13F Manchester Capital Management LLC 0 -100,00 0 -100,00
2026-01-16 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3.854 -2,28 309 0,32
2026-02-18 13F Garton & Associates Financial Advisors LLC 35 3
2025-11-12 13F Ameriflex Group, Inc. 0 -100,00 0 -100,00
2026-02-24 13F MidFirst Bank 157.429 12.629
2026-02-13 13F North Ridge Wealth Advisors, Inc. 0 -100,00 0
2026-02-13 13F Hurley Capital, LLC 817 22,67 65 25,00
2026-04-21 13F Keystone Financial Services, LLC 183.601 2,00 14.053 -2,68
2026-01-29 13F Golden State Equity Partners 16.468 -1,94 1.321 0,46
2026-02-12 13F Bank of Jackson Hole Trust 3 0,00 0
2026-04-13 13F Global X Japan Co., Ltd. 9.518 729
2026-02-06 13F Vantage Investment Partners, LLC 11.641 0,00 934 2,41
2026-04-09 13F Firethorn Wealth Partners, Llc 100.476 16,08 7.690 10,76
2026-01-22 13F Yarger Wealth Strategies, Llc 3.304 0,30 265 2,71
2026-02-20 13F Sunbelt Securities, Inc. 993 0,00 80 2,60
2026-01-28 13F Dentgroup LLC 26.134 4,87 2.096 7,38
2026-02-13 13F Graney & King, LLC 1.996 0,05 160 2,56
2026-01-23 13F Destiny Capital Corp/CO 10.437 -10,02 837 -7,82
2026-02-13 13F Monograph Wealth Advisors, Llc 3.746 -42,69 301 -41,41
2026-04-07 13F Orgel Wealth Management, LLC 12.185 74,92 933 67,03
2026-01-26 13F Asset Dedication, LLC 8.517 13,94 683 16,75
2026-02-17 13F Twin Focus Capital Partners, Llc 11.650 47,69 935 51,38
2026-04-15 13F Hengehold Capital Management Llc 66.057 24,19 5.056 18,49
2026-04-10 13F AssuredPartners Investment Advisors, LLC 14.952 55,43 1.160 50,32
2026-02-11 13F Prestige Wealth Management Group LLC 429 0,00 34 3,03
2026-01-08 13F Chesapeake Asset Management Llc 3.786 5,67 304 8,21
2026-02-10 13F Rothschild Investment Llc 818 0,25 66 3,17
2025-10-30 13F Elevation Capital Advisory, LLC 0 -100,00 0 -100,00
2026-02-12 13F Foster Dykema Cabot & Partners, Llc 1.930 -22,86 155 -21,43
2026-04-14 13F Sanchez Gaunt Capital Management, LLC 47.795 3.658
2026-04-24 13F USS Investment Management Ltd 66.398.232 0,00 5.081.789 -4,60
2026-02-13 13F Kayne Anderson Rudnick Investment Management Llc 0 -100,00 0
2026-01-28 13F Serenus Wealth Advisors, LLC 15.152 1,82 1.215 4,29
2026-02-12 13F Brown Brothers Harriman & Co 104 0,00 8 0,00
2026-04-23 13F Bridge Generations Wealth Management Llc 0 -100,00 0
2026-01-30 13F Wealthfront Advisers Llc 18.007 57,68 1.445 61,52
2026-04-08 13F StoneCrest Wealth Management, Inc. 127.963 0,25 9.794 -4,35
2026-02-13 13F Pacific Center for Financial Services 212 0,00 17 0,00
2026-04-21 13F Foster & Motley Inc 4.142 0
2026-02-19 13F CBM Financial, LLC 303.077 24.473
2026-02-05 13F Elyxium Wealth, LLC 15 1
2026-02-17 13F Norinchukin Bank, The 3.511.270 0,00 281.674 2,40
2026-01-28 13F Retirement Planning Co of New England, Inc. 13.570 -7,49 1.089 -5,31
2026-02-04 13F Atlantic Union Bankshares Corp 10.260 0,03 823 2,49
2026-01-26 13F Invested Advisors 22.200 22,07 1.781 41,27
2026-04-14 13F Quantum Financial Planning Services, Inc. 539.444 6,70 41.289 1,81
2026-02-10 13F Winthrop Capital Management, LLC 1.650 0,00 0
2026-01-14 13F Global View Capital Management LLC 649.985 5,79 52.142 8,32
2026-04-09 13F Pacifica Partners Inc. 580 0,00 44 -4,35
2026-02-02 13F Leslie Global Wealth, LLC 364.129 4,14 29.210 6,64
2026-02-09 13F Arista Wealth Management, LLC 37.225 1,83 2.986 4,30
2026-01-21 13F Greenleaf Trust 5.464.262 1.166,70 438.343 1.197,10
2026-02-09 13F Hantz Financial Services, Inc. 345 97,14 0
2026-04-22 13F Stone Point Wealth LLC 158.064 0,85 12.098 -3,78
2026-02-13 13F Natixis 16.433.000 1.329.183
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 474 0,00 36 -5,26
2026-04-23 13F Unify Financial Advisors 7.644 54,99 585 48,10
2026-02-06 13F Commonwealth Financial Services, LLC 84.508 -0,07 6.779 2,34
2026-04-14 13F Hudson Valley Investment Advisors Inc /adv 93.547 50,41 7.160 43,52
2026-01-21 13F Kedalion Capital Management LLP 3.840.000 -70,20 308.045 -69,48
2026-01-26 13F Moran Wealth Management, LLC 2.659 213
2026-03-24 13F Armis Advisers, LLC 41.487 -41,60 3.167 -43,94
2026-01-22 13F Evermay Wealth Management Llc 248.277 2,80 19.917 5,26
2026-04-22 13F Detalus Advisors, LLC 876.788 10,20 67.109 5,15
2026-02-06 13F Cascade Financial Partners, LLC 25.759 2,96 2.066 5,46
2026-02-12 13F FreeGulliver LLC 11.132 -11,12 893 -8,97
2026-02-11 13F Invst, LLC 11.455 -0,70 919 1,66
2026-02-11 13F Conquis Financial Llc 384 31
2026-02-12 13F Graetz Wealth LLC 6.527 524
2026-02-09 13F Jefferies Financial Group Inc. 7.247 0,43 581 2,83
2025-11-12 13F Creekmur Asset Management LLC 795 0,51 62 8,77
2026-01-28 13F HB Wealth Management, LLC 5.593 0,38 449 2,75
2026-02-12 13F Cooper Capital Advisors LLC 111.006 5,15 8.905 7,67
2026-02-05 13F Park Square Financial Group, LLC 2.348 0,95 162 -11,54
2026-02-12 13F Gould Capital, LLC 28.538 48,67 2.289 52,30
2026-01-26 13F Private Trust Co Na 33.957 6,57 2.724 9,13
2026-02-10 13F BKD Wealth Advisors, LLC 10.141 41,16 814 44,66
2026-02-04 13F Meridian Wealth Management, LLC 187.100 69,07 15.009 73,13
2026-01-16 13F Tempus Wealth Planning, LLC 51.873 6,24 4.161 8,81
2026-02-13 13F Johnson Investment Counsel Inc 0 -100,00 0
2026-02-13 13F Vontobel Holding Ltd. 5.873 80,10 471 84,71
2026-04-17 13F Monticello Wealth Management, Llc 6.025.725 1,24 461.209 -3,40
2026-02-17 13F Integrity Wealth Advisors, Inc. 23.579 1.919
2026-02-12 13F Brinker Capital Investments, LLC 381.223 11,93 30.582 14,61
2026-01-21 13F Leo Wealth, LLC 412.887 33.152
2026-01-29 13F Vanguard Group Inc 25.407 43,88 2.038 47,36
2026-04-21 13F Next Level Wealth Planning, LLC 11.696 0,51 895 -4,07
2026-01-12 13F Traynor Capital Management, Inc. 55.254 -11,20 4.432 -9,07
2026-04-22 13F Traveka Wealth, LLC 5.134 0,00 393 -4,62
2026-02-17 13F United Capital Financial Advisers, Llc 9.256 -4,16 743 -1,85
2026-04-10 13F Abound Wealth Management 102.189 37,61 7.822 31,29
2026-02-13 13F Intrepid Financial Planning Group LLC 40.091 0,22 3.216 2,65
2026-01-29 13F Resonant Capital Advisors, LLC 17.515 0,00 1.405 2,41
2025-11-04 13F Flaharty Asset Management, LLC 0 -100,00 0
2026-02-17 13F Tower Research Capital LLC (TRC) 9 -99,99 1 -100,00
2026-01-27 13F Jackson, Grant Investment Advisers, Inc. 73.649 0,09 5.908 2,50
2026-01-26 13F Prosperity Financial Group, Inc. 20.289 4,75 1.628 7,25
2026-02-13 13F Cutler Capital Management, LLC 9.995 802
2026-02-17 13F Alliancebernstein L.p. 3.761 302
2026-04-15 13F Marathon Strategic Advisors, LLC 155.353 3,80 11.891 -0,97
2026-02-10 13F One Capital Management, LLC 22.852 2,66 1.833 5,16
2026-02-17 13F Summit Global Investments 16.320 60,77 1
2026-01-30 13F Precision Wealth Strategies, LLC 8.103 2,41 650 5,01
2026-02-13 13F Mml Investors Services, Llc 2.403.367 16,16 192.798 18,95
2026-02-05 13F SkyOak Wealth, LLC 189.742 -2,51 15.221 -0,17
2026-02-03 13F Indivisible Partners 20.982 1.683
2026-02-13 13F Beck Capital Management, Llc 5.107 410
2026-02-12 13F Mizuho Bank, Ltd. 3.170.000 190,83 254.297 197,81
2026-04-22 13F Apollon Wealth Management, LLC 146.708 45,02 11.229 38,37
2026-02-17 13F Zacks Investment Management 0 -100,00 0 -100,00
2025-11-04 13F L.m. Kohn & Company 0 -100,00 0
2026-04-08 13F NorthCrest Asset Manangement, LLC 59.693 15,93 4.608 10,59
2026-02-03 13F Ridgeline Wealth Planning, LLC 448.029 1,03 35.941 3,45
2026-01-12 13F HWG Holdings LP 44.860 0,27 3.599 2,65
2026-04-15 13F Archford Capital Strategies, LLC 167.293 -37,81 12.805 -40,66
2026-04-08 13F Inspirion Wealth Advisors, Llc 4.495 -1,23 344 -5,75
2026-04-15 13F Midwest Heritage Bank, FSB 86.236 -7,93 6.600 -12,15
2026-02-02 13F Pillar Financial Advisors, LLC 147 12
2026-04-22 13F MN Wealth Advisors, LLC 51.335 20,48 3.929 14,95
2026-04-21 13F Old Second National Bank Of Aurora 66.621 15,01 5.099 9,75
2026-02-17 13F Ancora Advisors, LLC 5.338 428
2026-02-12 13F Hollencrest Capital Management 133.493 0,77 10.709 3,18
2026-02-10 13F Clear Point Advisors Inc. 17.140 0,11 1.375 2,46
2026-04-15 13F DAVENPORT & Co LLC 151.193 2,80 11.572 -1,92
2026-04-21 13F VCI Wealth Management LLC 26.282 105,97 2.012 96,58
2026-04-24 13F Fulton Bank, N.a. 3.319 0,00 254 -4,51
2026-04-24 13F TSG Advice Partners, LLC 485.200 7.441,19 37.137 7.097,09
2026-02-10 13F Zhang Financial LLC 3.988 320
2026-02-13 13F Commerce Bank 7.616 1,09 611 3,39
2026-02-12 13F Titleist Asset Management, Llc 40.108 0,44 3.217 2,85
2026-04-22 13F Asset Allocation Strategies LLC 440.487 96,80 33.715 87,77
2026-02-13 13F Novus Advisors, Llc 36.153 -4,94 2.900 -2,65
2026-04-24 13F Oakworth Capital, Inc. 172 0,00 13 0,00
2026-04-20 13F Fonville Wealth Management LLC 59.923 0,80 4.587 -3,82
2026-02-13 13F Magnolia Capital Advisors Llc 4.292 3,80 344 6,50
2026-01-13 13F Dakota Wealth Management 45.775 5,08 3.672 7,62
2026-02-09 13F Revere Asset Management, Inc 1.282.605 11,78 102.891 14,46
2026-04-17 13F IFC & Insurance Marketing, Inc. 37.178 -9,10 2.846 94.733,33
2026-01-30 13F Us Bancorp \de\ 248.410 -62,57 19.927 -61,67
2026-02-05 13F Petix & Botte Co 558.055 17,69 44.767 20,51
2026-02-12 13F Commonwealth Equity Services, Llc 1.255.872 -12,74 100.746 89.851,79
2026-04-15 13F Signature Estate & Investment Advisors Llc 10.422 38,87 798 32,39
2026-04-17 13F Wealthbridge Capital Management, Llc 5.290 405
2026-04-13 13F St Germain D J Co Inc 1.136.697 17,06 87.003 11,69
2026-02-05 13F Plante Moran Financial Advisors, LLC 7.998 1,18 642 3,55
2026-04-23 13F Howard Bailey Securities, Llc 106.667 -4,19 8.164 -8,58
2026-04-22 13F Cornerstone Wealth Group, LLC 247.200 27,31 20.485 31,51
2026-01-29 13F Concord Wealth Partners 22.676 11,03 1.819 13,76
2026-03-13 13F Lane Brothers & Co Inc 10.405 835
2026-04-15 13F LongView Wealth Management 12.345 11,22 1.009 11,25
2026-02-17 13F Northern Trust Corp 93.387 1,35 7.492 3,78
2025-11-13 13F Twin Tree Management, LP 0 -100,00 0
2026-01-29 13F Rakuten Securities, Inc. 167 24,63 13 30,00
2026-02-06 13F Fortis Group Advisors, LLC 155.203 -35,15 12.633 -34,21
2026-01-30 13F Exencial Wealth Advisors, Llc 24.257 -2,75 1.946 -0,46
2026-02-13 13F Manufacturers Life Insurance Company, The 0 -100,00 0
2026-04-21 13F Trilogy Capital Inc. 9.647 -0,50 738 -5,02
2026-04-24 13F Capital Asset Advisory Services LLC 93.107 1.490,49 7.767 1.531,51
2026-03-09 13F/A CI Private Wealth, LLC 246.829 -2,04 19.802 0,31
2026-01-28 13F Glassman Wealth Services 2.205 -0,09 177 2,33
2026-04-14 13F SigFig Wealth Management, LLC 3.848 41,37 295 34,86
2026-01-13 13F Team Financial Group, LLC 1.683 16,55 135 18,58
2026-02-11 13F Tradition Wealth Management, LLC 115.395 1,62 9.257 4,06
2026-04-06 13F Highline Wealth Partners Llc 183 -70,72 14 -72,00
2026-02-13 13F Umb Bank N A/mo 0 -100,00 0 -100,00
2026-02-05 13F Schulz Wealth, LTD. 4.110 0,56 330 2,81
2026-04-24 13F Patten Group, Inc. 5.176 -1,52 396 -5,94
2026-04-08 13F Northstar Advisory Group, LLC 304.507 1.227,99 23.307 1.167,32
2026-01-29 13F Facet Wealth, Inc. 32.616 4,77 2.669 9,43
2026-02-09 13F Blue Bell Private Wealth Management, Llc Call 100 8
2026-02-09 13F Blue Bell Private Wealth Management, Llc 124.111 2,99 9.956 5,47
2026-04-08 13F Dynamic Advisor Solutions LLC 852.472 2,52 65.248 -2,18
2026-02-10 13F Shepherd Financial Partners LLC 88.080 0,10 7.066 2,50
2026-04-22 13F Continuum Advisory, LLC 76.186 -3,24 5.831 -7,68
2026-01-27 13F Vantagepoint Investment Advisers Llc 4.091.668 0,00 328.234 2,40
2025-11-14 13F Flow Traders U.s. Llc 0 -100,00 0
2026-04-14 13F Nbc Securities, Inc. 365.958 2,98 28.010 -1,74
2026-02-05 13F HFM Investment Advisors, LLC 1.154 11,18 93 13,58
2026-04-23 13F Oregon Pacific Wealth Management, LLC 47.068 -12,75 3.603 -16,76
2026-02-10 13F Beckerman Institutional, LLC 11.958 0,91 959 3,34
2026-04-21 13F Fingerlakes Wealth Management, Inc. 14.345 -2,58 1.098 -7,11
2026-04-20 13F Ronald Blue Trust, Inc. 0 -100,00 0
2026-01-23 13F Transcend Wealth Collective, Llc 43.656 -19,64 3.502 -17,72
2026-04-24 13F Key FInancial Inc 10.560 5,74 808 0,87
2026-02-17 13F Raymond James Financial Inc 4.608.449 -1,56 369.690 0,80
2026-01-28 13F Geneos Wealth Management Inc. 552.035 1,67 44.284 4,11
2026-02-04 13F Money Concepts Capital Corp 182.305 5,44 14.624 7,97
2026-04-13 13F Successful Portfolios LLC 4.189 6,51 317 -1,25
2026-02-17 13F Advisory Services Network, LLC 174.780 2,02 14.021 4,46
2026-04-15 13F Hutchens & Kramer Investment Management Group, LLC 16.882 2,32 1.292 -2,34
2026-04-10 13F Cassilly Financial Group LLC 48.371 0,43 3.702 -4,17
2026-02-06 13F Tortoise Investment Management, LLC 167.397 41,89 13.429 45,31
2026-04-17 13F Great Waters Wealth Management 2.671 204
2026-02-13 13F Maia Wealth LLC 323.300 -10,98 25.916 -10,98
2026-04-21 13F Cypress Capital Advisors, LLC 0 -100,00 0
2026-02-10 13F WealthTrak Capital Management LLC 169.979 -0,54 13.636 1,84
2026-02-17 13F Fmr Llc 215.901 9,87 17.320 12,50
2026-02-06 13F HighTower Advisors, LLC 4.274.627 11,00 342.911 13,67
2026-02-11 13F Cornerstone Advisors Asset Management, Inc 304.665 2,20 24.440 4,65
2026-02-02 13F FSA Advisors, Inc. 16.360 1.312
2026-04-09 13F Moody National Bank Trust Division 5.627 0,00 431 -4,66
2026-04-17 13F Forefront Wealth Partners, LLC 369.144 3,55 28.254 -1,20
2026-02-04 13F BCJ Capital Management, LLC 52.125 2,65 4.181 5,13
2026-02-17 13F SageView Advisory Group, LLC 4.144 -42,44 332 -41,13
2026-04-08 13F RoundAngle Advisors LLC 2.800 214
2026-04-14 13F Wealthcare Advisory Partners LLC 4.543.574 4,93 347.765 0,12
2026-02-10 13F Cercano Management LLC 45.151 0,00 3.622 2,40
2026-02-04 13F Sanchez Wealth Management Group 79.160 36,31 6.350 39,59
2026-01-28 13F Kingswood Wealth Advisors, Llc 362.880 1.019,31 29.122 1.046,95
2026-02-03 13F Luken Investment Analytics, LLC 240.385 0,98 19.284 3,41
2026-02-09 13F MTM Investment Management, LLC 14 0,00 1 0,00
2026-02-03 13F We Are One Seven, LLC 291.809 94,73 23.409 99,40
2026-02-11 13F First Command Advisory Services, Inc. 3.471.741 29,61 278.503 32,72
2026-04-14 13F XY Planning Network, Inc. 58.869 40,85 4.540 35,44
2026-04-14 13F ACT Advisors, LLC. 49.543 -2,73 3.792 -7,17
2026-04-15 13F Silverlake Wealth Management Llc 26.601 -11,43 2.036 -15,48
2026-02-04 13F Catalyst Financial Partners Llc 4.642 -1,76 372 0,54
2026-04-23 13F Daviman Financial, LLC 193.848 22,20 14.837 16,60
2026-02-10 13F Mueller Wealth, LLC 455.796 36.564
2026-01-23 13F Kelsey Financial, LLC 10.601 850
2026-02-13 13F Safe Harbor Wealth Advisors, LLC 42.401 3.399
2026-04-13 13F Accelerate Investment Advisors LLC 281.739 -0,22 21.564 -4,80
2026-02-19 13F Mcguire Capital Advisors Inc 27 2
2026-04-09 13F Acropolis Investment Management, LLC 7.983 0,01 611 -4,53
2026-04-13 13F Perennial Advisors, LLC 95.054 -5,68 7.275 -10,01
2026-01-12 13F Canvas Wealth Advisors, LLC 5.097 49,69 409 52,24
2026-02-13 13F Williams Jones Wealth Management, LLC. 2.636 1,31 211 3,94
2026-04-07 13F Comprehensive Financial Planning, Inc./PA 559 0,00 43 -4,55
2026-02-02 13F Integrity Wealth Solutions LLC 30.408 -0,06 2.439 2,35
2026-04-23 13F SageGuard Financial Group, LLC 0 -100,00 0
2026-02-12 13F Mission Creek Capital Partners, Inc. 8.989 -0,22 721 2,27
2026-04-17 13F McHugh Group, LLC 52.520 9,69 4.020 4,66
2026-04-08 13F Mma Asset Management Llc 112.461 9,39 8.608 4,37
2026-02-12 13F Steward Partners Investment Advisory, Llc 97.670 7,60 7.835 10,20
2026-02-05 13F AMJ Financial Wealth Management 13.092 4,69 1.050 7,25
2026-02-12 13F FineMark National Bank & Trust 3.137 0,71 252 2,87
2026-02-12 13F Connecticut Wealth Management, LLC 34.803 29,12 2.792 32,21
2026-02-17 13F Quantinno Capital Management LP 52.142 33,02 4.183 36,22
2026-02-13 13F Aptus Capital Advisors, LLC 1.620.149 28,01 129.968 31,08
2026-01-30 13F Camden Capital, LLC 48.180 3.865
2026-02-12 13F NDVR, Inc. 3.077 0,00 247 2,07
2026-04-15 13F Diligent Investors, LLC 5.000 0,00 383 -4,74
2026-01-21 13F Capital Investment Advisory Services, LLC 52.136 4,92 4.182 7,45
2026-04-17 13F Nottingham Advisors, Inc. 356.956 3,60 27.321 -1,15
2026-01-27 13F Summit Financial Wealth Advisors, LLC 30.675 2.461
2026-02-10 13F WCG Wealth Advisors LLC 1.112.501 258,12 89.245 266,72
2026-02-09 13F Hartland & Co., LLC 12.330 -4,79 989 -2,47
2026-04-21 13F Grimes & Company, Inc. 49.672 -3,02 3.802 -7,47
2026-02-13 13F Laraway Financial Inc 5.044 -1,02 405 1,25
2026-02-17 13F Meridian Wealth Advisors, LLC 3.808 0,11 306 2,35
2026-01-30 13F Renasant Bank 36.563 -7,34 2.933 -5,11
2026-01-20 13F Ascent Group, LLC 1.225.539 -10,33 98.313 -8,18
2026-04-16 13F Toth Financial Advisory Corp 943 0,00 72 -4,00
2026-02-24 13F Barnes Wealth Management Group, Inc 25.264 -4,77 2.027 -2,50
2026-02-10 13F New Republic Capital, LLC 1.410 113
2026-01-30 13F Archer Investment Corp 239.916 8,53 19.246 11,14
2026-04-23 13F Ewa, Llc 2.786 0,00 213 -4,48
2026-02-09 13F Coldstream Capital Management Inc 20.890 -5,46 1.676 -3,24
2026-04-08 13F Birchbrook, Inc. 76 0,00 6 -16,67
2026-02-06 13F Advisory Alpha, LLC 218.742 -8,71 17.548 -6,98
2026-04-10 13F Baker Tilly Financial, Llc 11.804 0,24 903 -4,34
2026-01-23 13F S. R. Schill & Associates 216.924 -1,61 17.402 0,75
2026-02-17 13F Davidson Kempner Capital Management Lp 29.074 0,00 2.332 2,42
2026-02-13 13F Lifeworks Advisors, LLC 63.733 -0,11 5.113 2,28
2026-04-08 13F Sfm, Llc 11.249 -60,78 861 -62,61
2026-02-05 13F PAX Financial Group, LLC 6.032 -7,36 484 -5,29
2025-11-13 13F Mosaic Advisors LLC 0 -100,00 0
2026-02-17 13F Gotham Asset Management, LLC 14.937 41,69 1.198 45,21
2026-01-28 13F EPG Wealth Management LLC 154 0,00 12 0,00
2026-02-02 13F Holistic Planning, LLC 112.593 1.303,38 9.032 1.338,22
2026-02-10 13F W.H. Cornerstone Investments Inc. 16.572 -0,22 1.329 2,15
2026-04-23 13F Summit Investment Advisory Services, LLC 15.120 -2,22 1.157 -6,69
2026-02-13 13F American Investment Services, Inc. 33.075 -10,50 2.653 -8,36
2026-01-20 13F Sanibel Captiva Trust Company, Inc. 2.581 207
2026-04-14 13F Pictet North America Advisors SA 3.362 0,00 257 -4,46
2026-02-13 13F Barclays Plc 0 -100,00 0 -100,00
2026-02-06 13F Hardy Reed LLC 5.177 0,00 415 2,47
2026-02-11 13F Meeder Advisory Services, Inc. 8.978 12,24 720 15,02
2026-02-03 13F F/M Investments LLC 2.897 1,22 232 3,57
2026-01-30 13F Fagan Associates, Inc. 2.759 0,00 221 2,31
2026-04-20 13F MBM Wealth Consultants, LLC 46.908 2,02 3.590 -2,66
2026-02-13 13F FF Advisors,LLC 0 -100,00 0
2026-01-23 13F Carnegie Capital Asset Management, LLC 412.877 3,74 33.121 6,23
2026-02-13 13F Alerus Financial Na 128 0,00 10 0,00
2026-04-16 13F Center For Asset Management LLC 0 -100,00 0
2026-04-17 13F Total Clarity Wealth Management, Inc. 240.635 51,68 18.418 44,73
2025-11-14 13F Squarepoint Ops LLC 0 -100,00 0
2026-01-21 13F Albion Financial Group /ut 98.686 54.123,08 7.917 56.442,86
2026-02-02 13F New England Capital Financial Advisors LLC 151 0,67 12 9,09
2026-04-09 13F Teamwork Financial Advisors, LLC 26.310 -2,93 2.014 -7,41
2026-02-06 13F One Degree Advisors Inc 133.163 2,42 11 0,00
2026-04-20 13F McKinley Carter Wealth Services, Inc. 33.163 -51,28 2.538 -53,52
2026-01-30 13F Taiyo Life Insurance Co 855.500 0,00 69 1,49
2026-02-03 13F Emerald Investment Partners, Llc 28.489 -0,31 2.285 2,10
2026-04-01 13F Financial Insights, Inc. 484.113 9,49 38.836 20,83
2026-04-21 13F Vise Technologies, Inc. 100.546 0,00 8.066 0,00
2026-02-17 13F Cetera Investment Advisers Put 100 0
2025-11-12 13F Duncan Williams Asset Management, LLC 0 -100,00 0
2026-01-28 13F Alesco Advisors Llc 119.399 24,25 9.578 27,25
2026-02-05 13F Td Private Client Wealth Llc 4.917.441 7,96 394.477 10,55
2026-01-30 13F Laurel Wealth Advisors LLC 9.192 -2,00 737 0,41
2026-04-22 13F Apollon Financial, LLC 111.750 -6,34 8.553 -10,64
2026-03-05 13F Gunpowder Capital Management, LLC dba Oliver Wealth Management 27.017 2.167
2026-04-15 13F Asio Capital, LLC 9.014 690
2026-02-06 13F Wilian Securities, LLC 69.026 5.537
2026-02-10 13F Rockline Wealth Management, LLC 2.710 -10,44 217 -8,44
2026-02-13 13F National Bank Of Canada /fi/ 179.049 -15,05 14.363 -13,01
2026-01-23 13F Freestone Capital Holdings, LLC 3.745 33,51 300 36,99
2025-11-06 13F Financial Advocates Investment Management 0 -100,00 0
2026-02-12 13F Davis R M Inc 2.777 223
2026-04-15 13F Redhawk Wealth Advisors, Inc. 18.482 -0,36 1.415 -4,97
2026-04-10 13F Windsor Capital Management, LLC 231.239 -2,25 17.699 -6,73
2026-02-02 13F Woodard & Co Asset Management Group Inc /adv 1.438 -10,52 115 -8,00
2026-02-17 13F Ameriprise Financial Inc 5.451.039 17,63 437.249 20,42
2026-04-21 13F Axiom Financial Strategies, LLC 17.087 2,02 1.308 -2,68
2026-02-18 13F GWM Advisors LLC 2.460.143 13,52 197.353 16,25
2026-04-20 13F Investment Research & Advisory Group, Inc. 430 0,00 33 -5,88
2026-02-14 13F POM Investment Strategies, LLC 333.281 4,64 26.736 7,15
2026-02-02 13F Benjamin Edwards Inc 196.458 1,46 15.760 3,90
2026-02-03 13F Manske Wealth Management 7.348 589
2026-02-17 13F Cetera Investment Advisers 4.431.269 5,12 355.476 7,64
2026-02-06 13F TPG Financial Advisors, LLC 5.575 0,00 447 2,52
2026-02-11 13F Metis Global Partners, LLC 25.621 -18,43 2.055 -16,46
2026-01-20 13F SOA Wealth Advisors, LLC. 31 0,00 2 0,00
2026-04-15 13F Wright Fund Managment, LLC 0 -100,00 0
2026-01-28 13F Hobbs Group Advisors, LLC 188.556 15,30 15.126 18,06
2026-01-26 13F Slagle Financial, LLC 163.927 1,70 13.150 4,14
2026-04-21 13F International Private Wealth Advisors LLC 47.633 13,28 3.646 8,06
2026-02-17 13F TIG Advisors, LLC 5.946.012 0,29 476.981 2,70
2026-02-09 13F Rhl Group, Llc 196 16
2026-01-20 13F Main Line Retirement Advisors, LLC 5.149 288
2026-01-27 13F Measured Risk Portfolios, Inc. 2.787 2,39 224 4,69
2026-04-21 13F Blue Jean Financial Llc 17.588 3,59 1.346 -1,17
2026-01-30 13F New Harbor Financial Group, LLC 3.050 -39,68 245 -38,38
2026-02-17 13F Qube Research & Technologies Ltd 16.514 -57,72 1.325 -56,73
2026-01-27 13F Werba Rubin Papier Wealth Management 2.768 222
2026-04-21 13F Maridea Wealth Management LLC 63.717 -1,40 4.877 -5,92
2026-02-09 13F Kestra Investment Management, LLC 8.878 32,53 712 35,88
2026-04-24 13F Balentine LLC 51.067 -0,36 3.909 -4,94
2026-02-11 13F Stonebrook Private Inc. 304.540 92,27 24.430 96,89
2026-04-24 13F UMA Financial Services, Inc. 675.168 62,40 51.677 54,95
2026-02-06 13F Lloyd Advisory Services, LLC. 320.397 3,80 25.702 6,30
2026-02-04 13F UNIVEST FINANCIAL Corp 1.705.726 -3,08 136.833 -0,76
2026-02-10 13F Edgemoor Investment Advisors, Inc. 3.847 0,00 309 2,33
2026-02-10 13F Corrado Advisors, Llc 9.842 -2,77 790 -0,38
2026-02-13 13F Retirement Financial Solutions, Llc 269.851 -47,18 21.647 -45,92
2026-02-13 13F Wells Fargo & Company/mn 3.510.130 5,54 281.583 8,07
2026-04-13 13F Clayton Financial Group LLC 80 0,00 6 0,00
2026-02-05 13F Financial Security Advisor, Inc. 64.425 -0,64 5.168 1,75
2026-02-03 13F Liberty Atlantic Advisors LLC 11.270 904
2026-02-03 13F Amara Financial, Llc. 4.128 0,17 331 2,80
2026-02-09 13F Nicolet Bankshares Inc 500.712 40.167
2026-02-17 13F TCG Advisory Services, LLC 355.786 3,16 28.541 5,63
2026-01-21 13F Signature Resources Capital Management, LLC 740 3,21 59 5,36
2026-02-10 13F DiMeo Schneider & Associates, L.L.C. 4.690 0,00 376 2,45
2026-01-29 13F Simon Quick Advisors, Llc 10.411 0,74 835 3,21
2026-02-05 13F Hills Bank & Trust Co 410.873 15,58 32.960 18,35
2026-04-23 13F Willis Johnson & Associates, Inc. 4.544 0,15 348 -4,41
2026-04-22 13F Networth Advisors, LLC 4.847 -7,13 371 -11,48
2026-02-11 13F Fosun International Ltd 169.500 13.597
2026-02-05 13F Blue Water Asset Management 237.824 19.078
2026-04-08 13F JBR Co Financial Management Inc 135.446 0,00 10.866 0,00
2025-10-29 13F Bank Hapoalim Bm 0 -100,00 0
2026-02-17 13F Cambria Investment Management, L.P. 3.662 29,45 294 32,58
2026-04-22 13F Clear Creek Financial Management, LLC 521.158 -23,84 39.889 -27,33
2026-04-24 13F Root Financial Partners, LLC 25.360 6,57 1.941 1,73
2026-02-13 13F Okabena Investment Services Inc 0 -100,00 0
2026-04-09 13F Key Client Fiduciary Advisors, LLC 34.210 7,67 2.618 2,75
2026-04-10 13F Octavia Wealth Advisors, LLC 2.763 211
2026-04-17 13F HHM Wealth Advisors, LLC 2.076 580,66 159 558,33
2026-01-07 13F Aventura Private Wealth, LLC 0 -100,00 0 -100,00
2026-02-11 13F Buckingham Strategic Partners 239.228 1.130,28 19.191 1.139,66
2026-02-05 13F Spectrum Strategic Capital Management, LLC 44.865 -41,41 3.599 -40,00
2026-02-10 13F Bank of New York Mellon Corp 628.962 20,06 50.455 22,95
2026-01-22 13F FSC Wealth Advisors, LLC 0 -100,00 0 -100,00
2026-02-12 13F Elevation Wealth Management LLC 31.365 2.516
2026-02-05 13F Presper Financial Architects, LLC 7.746 0,51 621 2,99
2026-02-12 13F Investment Research Partners LLC 3.878 0,36 311 -0,32
2026-01-15 13F MEMBERS Trust Co 2.580 0,00 207 1,98
2026-04-10 13F Wealth Group Ltd 20.401 5,80 1.561 0,97
2026-02-13 13F Clarity Asset Management, Inc. 8.569 16,27 687 19,06
2025-11-04 13F TFB Advisors LLC 0 -100,00 0
2026-02-10 13F Strategic Advisors LLC 123.448 8,35 9.903 10,96
2026-02-04 13F Global Wealth Management Investment Advisory, Inc. 3.405 -2,01 273 0,37
2026-02-12 13F Cloud Capital Management, LLC 0 -100,00 0
2026-04-22 13F Wilkins Miller Wealth Management, LLC 20.269 0,83 1.551 -3,78
2026-02-02 13F Altrius Capital Management Inc 8.095 4,74 649 7,27
2025-11-12 13F Endurance Services Ltd 0 -100,00 0
2026-04-03 13F Box Hill Private Wealth LLC 3.198 245
2026-02-03 13F Maple Capital Management, Inc. 32.749 2.627
2026-02-05 13F Tennessee Valley Asset Management Partners 1.933.836 3,82 155.132 6,31
2026-02-06 13F Kingdom Financial Group LLC. 14.084 76,51 1.130 80,64
2026-02-10 13F Sentinus, LLC 4.662 0,00 374 2,47
2025-10-29 13F Tradewinds, LLC. 0 -100,00 0
2026-04-10 13F MKT Advisors LLC 189.562 15,13 14.708 10,40
2026-01-20 13F Steel Peak Wealth Management LLC 9.177 -7,23 736 -4,91
2026-01-29 13F Quadcap Wealth Management, LLC 15.142 -0,61 1.215 1,76
2026-02-17 13F Guardian Wealth Advisors, Llc / Nc 120.002 7,46 9.627 10,04
2026-04-10 13F Legacy Wealth Management, LLC / MS 178.537 2,70 13.665 -2,01
2026-01-21 13F Palumbo Wealth Management LLC 0 -100,00 0
2026-01-27 13F Security Financial Services, INC. 485.406 2,28 38.939 4,74
2026-02-17 13F Pinnacle Family Advisors, LLC 27.873 -7,63 2.236 -5,46
2026-02-13 13F Burton Enright Welch 0 -100,00 0
2026-04-14 13F Opal Wealth Advisors, LLC 388 30
2026-02-17 13F Vertex Planning Partners, LLC 882.936 0,94 70.829 3,36
2025-11-14 13F Eqis Capital Management, Inc. 0 -100,00 0
2026-04-14 13F William Mack & Associates, Inc. 5.727 -44,93 438 -47,48
2026-01-07 13F Cahaba Wealth Management, Inc. 720.187 0,81 57.773 3,23
2026-01-12 13F Kaydan Wealth Management, Inc. 2.925 0,00 235 2,18
2026-04-16 13F Lincoln Capital Corp 217.601 24,12 16.655 18,43
2026-01-26 13F Decker Retirement Planning Inc. 0 -100,00 0 -100,00
2026-02-17 13F Glenmede Trust Co Na 2.593 10,25 208 35,06
2026-01-28 13F Absher Wealth Management, Llc 0 -100,00 0 -100,00
2026-02-13 13F Baltimore-Washington Financial Advisors, Inc. 120.474 -11,66 9.664 -9,54
2026-04-06 13F Rosenberg Matthew Hamilton 913 0,00 70 -5,48
2026-02-11 13F Tiaa Trust, National Association 11.779 -6,63 945 -4,45
2026-02-03 13F Vectors Research Management, LLC 60.725 -2,61 4.871 -0,27
2026-04-06 13F GAMMA Investing LLC 510 -0,39 39 -4,88
2026-02-17 13F Bank Of America Corp /de/ 53.847.867 -17,72 4.319.676 -15,74
2026-04-20 13F Kestra Private Wealth Services, Llc 17.680 21,95 1.353 16,34
2026-04-21 13F Aaron Wealth Advisors LLC 3.055 0,00 234 -4,90
2026-02-03 13F RWM Asset Management, LLC 6.134 -0,89 500 3,10
2026-02-11 13F Group One Trading, L.p. 1.755 141
2026-02-02 13F Wells Financial Advisors INC 200 -98,46 16 -98,43
2026-02-13 13F Wright Wealth Llc 33.903 2.720
2026-02-17 13F Citadel Advisors Llc Put 243.500 -29,42 19.534 -27,73
2026-02-11 13F Capital Analysts, Inc. 3.816.895 -0,55 306 2,00
2026-04-21 13F MBE Wealth Management, LLC 13.852 1,88 1.060 -2,75
2026-04-22 13F Wealth Advisory Solutions, LLC 322.447 0,50 24.680 -4,11
2026-02-18 13F Pacific Excel Wealth Advisors, Inc. 10.342 830
2026-04-21 13F OneAscent Financial Services LLC 1.010.637 77.354
2026-01-21 13F Paladin Advisory Group, LLC 6.988 61,27 561 65,19
2026-04-15 13F Fifth Third Securities, Inc. 335.409 -0,67 25.672 -5,23
2026-04-08 13F RDA Financial Network 28.681 29,74 2.195 23,80
2026-02-13 13F Pine Valley Investments Ltd Liability Co 126.865 3,42 10.177 5,90
2026-04-14 13F Moller Financial Services 2.984 0,00 228 -4,60
2026-01-21 13F Alliance Wealth Management Group 136.452 -2,39 10.946 -0,05
2026-02-06 13F 3EDGE Asset Management, LP 5.002 -0,79 401 1,78
2026-02-09 13F MSH Capital Advisors LLC 47.481 10,16 3.809 12,80
2026-02-24 13F DGS Capital Management, LLC 5.285 47,67 424 51,07
2026-04-10 13F Pure Financial Advisors, Inc. 120.818 89,06 9.247 80,39
2026-04-20 13F Auour Investments LLC 794.899 2,32 60.842 -2,38
2026-04-21 13F HF Advisory Group, LLC 52.460 -0,14 4.015 -4,70
2026-02-04 13F Rockbridge Investment Management, LCC 541.279 13,49 43.421 16,21
2026-04-23 13F WealthPoint Financial, LLC 68.027 0,00 5.457 0,00
2026-02-17 13F Citadel Advisors Llc Call 201.600 -19,62 16.172 -17,69
2026-04-08 13F Archer Investment Management, LLC 35.550 2.721
2026-04-13 13F Garrett Investment Advisors LLC 23.069 -3,46 1.766 -7,93
2026-02-06 13F Municipal Employees' Retirement System of Michigan 0 -100,00 0 -100,00
2026-01-27 13F Belpointe Asset Management LLC 229.628 19,91 18.421 22,79
2026-02-18 13F NFP Retirement, Inc. 413.637 1,01 33.182 3,43
2026-04-01 13F Signature Wealth Management Group 13.033 998
2026-01-07 13F Gilbert & Cook, Inc. 41.198 6,26 3.305 8,79
2026-02-17 13F LaSalle St. Investment Advisors, LLC 0 -100,00 0
2026-01-27 13F Cannon Wealth Management Services, LLC 160.236 -1,56 12.854 0,81
2026-01-28 13F Legacy Capital Group California, Inc. 71.287 -3,93 5.719 -1,63
2026-04-20 13F Joel Adams & Associates, Inc. 6.290 0,26 481 -4,37
2026-01-28 13F Migdal Insurance & Financial Holdings Ltd. 0 -100,00 0
2026-02-03 13F Milestone Asset Management Group, LLC 6.216 -1,94 499 0,40
2026-02-11 13F CSM Advisors, LLC 185.083 9,08 15 7,69
2026-02-19 13F ATX Financial Planning, LLC 62.236 4.993
2026-02-12 13F Wagner Wealth Management, Corp 25.655 2.058
2026-02-17 13F Nissay Asset Management Corp /japan/ /adv 9.989.832 0,00 801.384 2,40
2026-04-09 13F Beech Hill Advisors, Inc. 2.615 0,89 200 -3,38
2026-02-10 13F Evolution Wealth Management Inc. 62.713 72,01 5.031 76,12
2026-04-15 13F Access Financial Services, Inc. 25.367 1,15 1.942 -3,48
2026-02-06 13F Morling Financial Advisors, LLC 109.702 -1,80 8.800 0,56
2026-02-09 13F Ciovacco Capital Management LLC 75.659 -4,36 6.069 -2,07
2026-02-13 13F Wilkerson Advisory Group LLC 2.881 231
2026-02-12 13F Vickerman Investment Advisors, Inc. 44.274 -0,92 3.552 1,46
2026-02-06 13F Plan A Wealth LLC 6.077 -19,83 487 -17,88
2026-02-12 13F Mount Yale Investment Advisors, LLC 2.548 204
2026-04-16 13F First Community Trust Na 0 -100,00 0
2026-04-16 13F Strong Tower Advisory Services 0 -100,00 0
2025-11-17 13F Sterling Financial Group, Inc. 30.000 0,00 2.350 7,80
2026-02-13 13F Element Wealth, LLC 4.302 0,33 345 2,99
2026-02-17 13F Brown Financial Advisors 204.769 1,66 16.427 4,10
2026-03-05 13F Taylor Securities Services, Inc. 10.500 842
2026-04-17 13F Ignite Planners, LLC 4.336 -0,60 332 -6,76
2026-04-07 13F Park Avenue Securities Llc 1.110.623 9,05 85 4,94
2026-04-10 13F Voisard Asset Management Group, Inc. 14.382 -1,05 1.101 -5,58
2026-01-20 13F Raab & Moskowitz Asset Management LLC 26.040 -1,41 2.089 0,92
2026-04-09 13F Everhart Financial Group, Inc. 2.849 218
2026-02-04 13F Fourth Dimension Wealth, LLC 42.095 -7,32 3.377 -5,12
2026-02-12 13F Concorde Asset Management, LLC 4.056 -1,70 325 0,31
2026-01-20 13F Aspiriant, Llc 8.423 47,88 676 51,35
2026-04-21 13F Rooted Wealth Advisors, Inc. 25.077 -1,60 2.092 1,65
2026-02-03 13F NBZ Investment Advisors LLC 201.549 -46,49 16.168 -45,20
2026-02-17 13F Cape Investment Advisory, Inc. 37.574 65,57 3.014 69,61
2026-02-11 13F Allianz Asset Management GmbH 5.071.162 708,22 406.809 727,62
2026-04-23 13F Spinnaker Trust 2.267.826 4,67 173.579 -0,13
2026-02-13 13F Arete Wealth Advisors, LLC 299.575 -33,20 24 -31,43
2025-11-12 13F Napa Wealth Management 49.126 -0,09 3.848 7,67
2026-04-23 13F Investment Planning Advisors, Inc. 578.203 10,32 44.256 5,26
2026-04-20 13F Higgins & Schmidt Wealth Strategies LLC 75.736 5.797
2026-02-11 13F Arrowroot Family Office, LLC 5.270 -2,62 423 -0,24
2026-02-12 13F Absolute Capital Management, LLC 0 -100,00 0
2026-01-27 13F Waterfront Wealth Inc. 6.022 65,67 482 69,12
2026-02-03 13F Koshinski Asset Management, Inc. 26.073 -0,51 2.092 1,85
2026-04-13 13F Market Street Wealth Management Advisors Llc 516.718 0,65 39.550 -3,97
2026-04-21 13F Paradigm Financial Partners, Llc 0 -100,00 0
2026-02-04 13F Brio Consultants, LLC 61.446 275,11 4.929 284,18
2026-02-17 13F Lantern Wealth Advisors, LLC 6.119 45,93 491 49,39
2025-11-14 13F Strategic Wealth Partners, Ltd. 47.605 692,62 3.729 755,28
2026-04-22 13F Parcion Private Wealth LLC 65.715 6,21 5.030 1,33
2026-02-13 13F Wealth Alliance 4.390 -25,52 352 -23,64
2026-02-12 13F Columbia River Financial Group, LLC 119.369 -5,33 10 -10,00
2026-01-28 13F May Barnhard Investments LLC 5.868 80,00 471 84,31
2026-04-17 13F Signal Advisors Wealth, LLC 1.003.334 24,83 76.795 19,11
2026-02-11 13F SlateStone Wealth, LLC 3.496 0,00 0
2026-04-22 13F Princeton Global Asset Management LLC 1.794 18,18 137 13,22
2026-02-13 13F Clearview Wealth Advisors LLC 81.063 1,25 6.503 3,67
2026-02-17 13F Coastal Bridge Advisors, LLC 2.754 0,00 221 2,33
2026-02-13 13F Smartleaf Asset Management LLC 72.899 54,38 5.892 59,82
2026-02-19 13F Smith Asset Management Co., LLC 10.983 17,20 881 18,89
2026-01-13 13F Synergy Financial Management, LLC 7.369 -78,42 591 -76,76
2026-02-17 13F/A Tableaux Llc 242.920 -48,18 19.593 -46,65
2026-02-23 13F Beaird Harris Wealth Management, LLC 1.077 8,24 86 11,69
2026-04-13 13F Gradient Investments LLC 4.198.437 3,94 321.348 -0,83
2026-02-13 13F Cohen & Steers, Inc. 50.500 4
2026-04-24 13F Essex Financial Services, Inc. 2.619 0,00 200 -4,76
2026-02-13 13F Centerpoint Advisors, LLC 1.119 0,00 0
2026-02-05 13F Wilson & Boucher Capital Management, LLC 5.900 0,00 473 2,38
2026-04-21 13F Mendel Capital Management LLC 3.741 3,60 286 1,42
2026-04-17 13F Webster Bank, N. A. 0 -100,00 0
2026-04-20 13F Cushing Capital Partners, LLC 63.771 -12,04 4.881 -16,06
2026-02-11 13F Jessup Wealth Management, Inc 256 21
2025-11-12 13F Accredited Wealth Management, LLC 800 26.566,67 0
2026-04-20 13F Lord & Richards Wealth Management, LLC 201.608 4,21 15.431 -0,56
2026-01-20 13F Stratos Wealth Partners, LTD. 1.249.128 28,10 100.205 31,18
2026-02-13 13F Beacon Capital Management, LLC 0 -100,00 0
2026-02-17 13F Redwood Investment Management, Llc 67.755 15,75 5 25,00
2026-02-17 13F Old Mission Capital Llc Put 20.900 9,42 6 -28,57
2026-04-09 13F Butensky & Cohen Financial Security, Inc 31.376 0,81 2.401 -3,81
2026-02-13 13F Neuberger Berman Group LLC 28.193 16,89 2.262 19,69
2026-02-13 13F Quartz Partners, LLC 2.677 215
2026-03-27 13F Prosperity Wealth Management, Inc. 3.835 0,71 308 3,02
2025-11-14 13F Brass Tax Wealth Management, Inc 20.971 2,44 1.643 10,35
2026-01-27 13F Fortis Capital Advisors, LLC 15.738 2,58 1.263 5,08
2026-04-21 13F Wise Wealth Partners 254.675 -0,56 19.493 -5,12
2026-01-16 13F Crewe Advisors LLC 1.833 39,60 147 44,12
2026-02-12 13F Wayfinding Financial, LLC 6.602 1,93 1
2026-01-16 13F Wall Street Financial Group, Inc. 6.803 89,82 557 98,93
2026-04-16 13F Kavar Capital Partners Group, Llc 29.331 0,01 2.245 -4,59
2026-02-06 13F Vestmark Advisory Solutions, Inc. 330.468 42,91 26.510 46,34
2026-02-05 13F PCG Wealth Advisors, LLC 173.960 2,35 13.955 4,81
2026-04-24 13F Kendall Capital Management 2.768 0,00 212 -4,95
2026-01-26 13F Transcendent Capital Group LLC 77.917 -0,03 6.251 2,36
2026-04-23 13F SMART Wealth LLC 31.394 7,57 2.403 2,61
2026-01-15 13F PFG Private Wealth Management, LLC 7.551 -75,18 606 -74,61
2026-01-29 13F IMC-Chicago, LLC 221.234 17.747
2026-04-13 13F LexAurum Advisors, LLC 29.612 -20,01 2.266 -21,86
2026-04-22 13F Goodman Advisory Group, LLC 301.363 -2,94 23.066 -7,40
2026-04-17 13F Stewardship Advisors, LLC 12.197 15,79 934 10,41
2026-02-17 13F Safe Harbor Fiduciary, LLC 1.611 4,34 129 15,18
2026-04-24 13F United Community Bank 737 -25,18 56 -29,11
2026-02-17 13F Two Sigma Investments, Lp 1.771.500 -42,55 142.110 -41,17
2026-02-17 13F Susquehanna International Group, Llp Call 246.000 -4,06 19.734 -1,75
2026-04-20 13F Brian Low Financial Group, Llc 3.243 -15,63 248 -19,48
2026-02-17 13F Susquehanna International Group, Llp 483.135 30,31 38.757 33,44
2026-02-17 13F Susquehanna International Group, Llp Put 150.700 -55,45 12.089 -54,38
2026-01-28 13F N.E.W. Advisory Services LLC 905.147 1,15 72.611 3,58
2026-02-12 13F Penserra Capital Management LLC 904.560 -23,77 73 -21,74
2026-02-05 13F Panoramic Investment Advisors, Llc 322.251 -1,24 25.851 1,12
2026-04-20 13F Sowell Financial Services LLC 208.861 13,03 15.986 7,85
2026-02-04 13F Centric Wealth Management 7.047 27,73 577 30,32
2026-02-13 13F Inspire Advisors, LLC 9.261 -0,27 743 2,06
2026-02-13 13F Apriem Advisors 4.041 -12,80 324 -10,74
2026-04-15 13F Journey Strategic Wealth Llc 30.041 10,53 2.299 5,46
2026-02-06 13F Copia Wealth Management 83.756 -1,64 6.719 0,72
2026-02-09 13F Geode Capital Management, Llc 2.287 2,69
2026-02-14 13F Howe & Rusling Inc 8 0,00 1
2026-02-04 13F CAP Partners, LLC 32.605 3,29 2.616 5,78
2026-02-05 13F Center for Financial Planning, Inc. 68 -85,50 5 -86,11
2026-01-29 13F D.a. Davidson & Co. 10.590 -6,51 850 -4,28
2026-02-03 13F Apeiron RIA LLC 125.250 -13,12 10.246 -8,98
2026-02-05 13F AlphaCore Capital LLC 334.956 5.447,47 26.870 5.580,76
2026-01-07 13F Holistic Financial Partners 25.989 11,41 2.085 14,07
2026-02-17 13F Prosperity Consulting Group, LLC 26.351 5,59 2.114 8,08
2026-04-22 13F M3 Advisory Group, LLC 2.975 0,00 228 -4,62
2026-04-13 13F Buska Wealth Management, LLC 5.044 0,40 386 -4,22
2026-02-09 13F Expressive Wealth LLC 7.546 605
2026-02-10 13F Alpha Financial Partners, LLC 62.701 0,03 5.030 2,42
2026-02-05 13F WealthPlan Investment Management, LLC 13.384 -3,97 1.074 -1,65
2026-02-12 13F WealthPLAN Partners, LLC 51.129 8,03 4.102 10,63
2026-02-10 13F Sequent Asset Management, LLC 2.983 0,00 239 2,58
2026-04-09 13F McNamara Financial Services, Inc. 49.748 -0,24 3.808 -4,82
2026-04-15 13F Lighthouse Financial Services Inc /adv 102.945 5,33 8.415 7,32
2026-04-24 13F SOL Capital Management CO 0 -100,00 0
2026-04-13 13F Runnymede Capital Advisors, Inc. 0 -100,00 0
2026-02-05 13F Pacitti Group Inc. 22.230 6,09 1.783 8,65
2026-02-10 13F Lido Advisors, LLC 700.995 1,70 55.750 3,24
2026-01-21 13F Walkner Condon Financial Advisors LLC 505.783 23,52 40.574 26,50
2026-01-23 13F Intelligence Driven Advisers, LLC 4.800 0,00 385 2,39
2026-02-13 13F Barclays Plc Put 20.400 1.636
2026-02-13 13F Barclays Plc Call 20.400 1.636
2026-02-10 13F Waterloo Capital, L.P. 194.087 16,49 15.570 19,28
2026-02-14 13F New Insight Wealth Advisors 42.135 14,37 3.380 17,12
2026-02-10 13F Private Wealth Asset Management, LLC 1.244 0,00 100 2,06
2026-01-15 13F Range Financial Group LLC 96.326 5,25 7.727 7,78
2026-02-10 13F Measured Wealth Private Client Group, LLC 649 -32,75 52 -30,67
2026-04-16 13F Ironwood Financial, llc 5.982 0,00 458 -6,54
2026-04-22 13F Pinnacle Bancorp, Inc. 2.857 0,00 219 -4,80
2026-01-28 13F Trail Ridge Investment Advisors, LLC 3.501 -13,17 281 -11,11
2026-04-07 13F City Center Advisors, LLC 3.115 -2,35 238 -6,67
2026-01-23 13F Financial Advisory Partners, Llc 28.924 5,78 2.320 8,31
2026-04-23 13F Mayflower Financial Advisors, LLC 375.427 15,86 28.735 10,54
2026-04-20 13F Compass Wealth Management LLC 87.820 12,06 6.722 6,92
2026-02-13 13F Stark Wealth Management LLC 0 -100,00 0
2026-02-17 13F Russell Investments Group, Ltd. 2.413 -8,91 194 -6,76
2026-02-06 13F VSM Wealth Advisory, LLC 346 0,00 28 0,00
2026-02-23 13F Forthright Family Wealth Advisory LLC 209.322 0,99 16.792 3,41
2026-02-17 13F Regal Investment Advisors LLC 101.524 112,82 8.144 117,93
2026-04-22 13F Hofer & Associates. Inc 36.533 1,06 2.796 -3,59
2026-02-05 13F Atria Investments Llc 198.401 8,12 15.916 10,71
2026-01-23 13F Financial Connections Group, Inc. 1.682 0,06 0
2026-04-10 13F Novem Group 315.040 -5,92 24.113 -10,23
2026-02-26 13F/A Authentikos Wealth Advisory, LLC 0 -100,00 0
2026-04-07 13F Eastern Bank 1.304 1.244,33 100 1.314,29
2026-04-10 13F Briaud Financial Planning, Inc 0 -100,00 0
2026-02-10 13F MY Wealth Management Inc. 6.301 0,00 505 2,43
2026-04-22 13F Spire Wealth Management 16.728 39,17 1.280 32,78
2026-04-01 13F Vigilare Wealth Management 4.817 -17,76 369 -21,54
2026-02-11 13F Lowe Brockenbrough & Co Inc 1.243 0,08 100 2,06
2026-02-17 13F Sig Brokerage, Lp 24.000 0,00 1.925 2,39
2026-04-09 13F Cullen Investment Group, Ltd. 18.376 93,43 1.406 81,42
2026-02-06 13F Axxcess Wealth Management, Llc 304.285 204,02 24.410 211,34
2026-04-22 13F Coastal Investment Advisors, Inc. 35.311 26,80 2.703 21,00
2026-02-14 13F Somerville Kurt F 3.290 9,67 264 11,91
2026-04-02 13F MJT & Associates Financial Advisory Group, Inc. 10.452 0,00 800 -4,65
2026-01-14 13F ORG Wealth Partners, LLC 363 -3,46 29 0,00
2026-02-12 13F Mark Sheptoff Financial Planning, Llc 300 0,00 24 4,35
2026-01-29 13F Comerica Bank 97.406 139,36 7.814 145,15
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 1.166 0,09 89 -4,30
2026-02-17 13F Boothbay Fund Management, Llc 6.900 -11,54 554 -9,49
2026-04-23 13F Drucker Wealth 3.0, LLC 9.063 49,68 694 42,89
2026-02-13 13F Colony Group, LLC 676.211 178,40 54.246 184,93
2026-01-27 13F Elevated Capital Advisors, LLC 159.984 -4,40 12.834 -2,11
2026-02-17 13F Signal Tree Financial Partners Llc 10.594 -0,24 850 1,80
2026-04-08 13F Sharkey, Howes & Javer 13.782 36,44 1.055 30,12
2026-04-22 13F Janney Montgomery Scott LLC 250.177 56,32 19 58,33
2026-04-09 13F DHJJ Financial Advisors, Ltd. 48 0,00 4 0,00
2026-02-11 13F Modus Advisors, LLC 453 36
2026-04-06 13F Versant Capital Management, Inc 9 0,00 1
2026-02-10 13F Crescent Grove Advisors, LLC 2.929 0,00 235 2,18
2026-02-17 13F Citadel Advisors Llc 0 -100,00 0
2026-01-16 13F Oldfather Financial Services, LLC 2.763 222
2026-01-07 13F BCGM Wealth Management, LLC 4.187 1,36 336 3,72
2026-04-22 13F Omnitrust Wealth Management, Inc 19.908 2,45 1.524 -2,25
2026-04-22 13F Semitam Bonam Llc 53.250 0,30 4.076 -4,30
2026-02-10 13F Ritter Daniher Financial Advisory LLC / DE 2.397 36,66 192 40,15
2026-04-24 13F Blue Capital, Inc. 73.648 -1,18 5.637 -5,70
2026-02-13 13F Charles Schwab Investment Management Inc 3.264 262
2026-04-21 13F FLP Wealth Management, LLC 8.266 840
2026-02-06 13F Pnc Financial Services Group, Inc. 330.517 3,06 26.514 5,53
2026-04-20 13F Threadgill Financial, Llc 7.077 0,23 542 -4,42
2026-04-23 13F Ferguson Shapiro LLC 255.861 19.584
2026-04-20 13F Fiduciary Alliance LLC 434.686 895,84 35.809 922,82
2026-04-08 13F Clarus Wealth Advisors 117.377 -0,48 9.107 -5,39
2026-04-21 13F Delta Wealth Advisors LLC 11.201 -67,72 857 -69,21
2025-10-27 13F O'Dell Group, LLC 900.313 1,20 70.531 9,06
2026-02-09 13F Valtinson Bruner Financial Planning LLC 217.816 0,31 17.473 2,72
2026-02-13 13F Morgan Stanley 30.855.614 116,56 2.475.237 121,75
2026-02-13 13F Beta Wealth Group, Inc. 8.219 -0,19 659 2,17
2026-04-14 13F Arvest Investments, Inc. 120.577 -6,52 9.229 -10,81
2026-02-17 13F Hilltop Holdings Inc. 17.604 -16,05 1.412 -14,01
2026-02-09 13F Cary Street Partners Financial Llc 448.229 -24,07 35.957 -22,25
2026-04-21 13F One Wealth Advisors, LLC 683.352 17,57 52.304 12,17
2026-02-11 13F Townsquare Capital Llc 2.534 203
2026-02-12 13F Blue Edge Capital, LLC 8.798 207,09 706 214,73
2026-02-13 13F A4 Wealth Advisors LLC 38.359 -27,24 3.077 -25,50
2026-04-22 13F MFA Wealth Services 0 -100,00 0
2026-02-11 13F Symphony Financial, Ltd. Co. 2.623 211
2026-02-12 13F Grey Fox Wealth Advisors, LLC 0 -100,00 0
2026-01-21 13F Newbridge Financial Services Group, Inc. 1.420 0,14 114 1,80
2026-04-22 13F Onyx Bridge Wealth Group LLC 14.605 -1,38 1.118 -5,98
2026-02-17 13F Jump Financial, LLC 121.614 9.756
2026-02-18 13F Troutman Wealth Management, LLC 11.816 948
2026-04-08 13F Emergent Wealth Advisors, LLC 51.441 1,89 3.937 -2,79
2026-01-29 13F Rockwood Wealth Management, LLC 11.882 -4,09 953 -1,75
2026-04-08 13F Stonebridge Financial Group, LLC 29.239 21,80 2.238 16,21
2026-04-22 13F SFG Wealth Management, LLC. 474.554 42,11 36.322 35,59
2026-02-04 13F Nwam Llc 74.420 -54,42 6.066 -52,85
2026-04-08 13F Sax Wealth Advisors, Llc 14.171 -9,06 1.137 -9,12
2026-02-02 13F Manhattan West Asset Management, LLC 60.787 -26,88 4.876 -25,12
2026-01-26 13F Valmark Advisers, Inc. 175.505 -0,79 14.079 1,59
2026-04-15 13F Wealthcare Capital Management Llc 104.665 -12,01 8.011 -16,04
2026-02-12 13F M1 Capital Management LLC 150.657 4,60 12.086 7,11
2026-02-02 13F Nicholas Hoffman & Company, LLC. 4.958 58,91 398 62,70
2026-02-13 13F Mosaic Family Wealth Partners, Llc 0 -100,00 0
2026-04-22 13F Abundance Wealth Counselors 7.754 0,03 593 -4,51
2026-02-09 13F Coordinated Financial Services, Inc. 9.972 0,12 800 2,44
2026-04-08 13F Presidio Capital Management, LLC 3.243 -13,24 248 -17,06
2026-04-01 13F Beacon Financial Group 46.363 0,00 3.719 2,40
2026-02-09 13F Harbour Investments, Inc. 664.814 -1,18 53.331 1,19
2026-02-17 13F Strategic Investment Advisors / MI 9.102 -91,82 730 18,70
2026-01-26 13F Reyes Financial Architecture, Inc. 300 0,00 24 4,35
2026-02-17 13F Advisor Group Holdings, Inc. 7.471.643 -15,00 599.424 -10,84
2026-01-15 13F Private Advisory Group LLC 18.609 15,81 1.493 18,60
2026-04-17 13F Sovereign Financial Group, Inc. 7.674 0,42 587 -4,24
2026-02-14 13F Rockefeller Capital Management L.P. 145.023 12,20 11.641 14,97
2026-02-04 13F Madison Asset Management, LLC 81.327 -16,74 6.524 -14,73
2026-02-13 13F Oxford Financial Group Ltd 45 4
2026-04-17 13F Visionary Horizons, LLC 5.412 -14,56 414 -18,50
2026-04-24 13F Prospect Financial Services LLC 26.692 0,63 2.043 -4,00
2026-01-15 13F Jaffetilchin Investment Partners, LLC 16.434 1,16 1.318 3,62
2026-02-10 13F Hazlett, Burt & Watson, Inc. 169 0,00 0
2026-04-07 13F GK Wealth Management LLC 0 -100,00 0
2026-02-05 13F Rayburn West Financial Services LLC 4.736 380
2025-11-14 13F Luminist Capital LLC 0 -100,00 0
2026-01-26 13F Wbh Advisory Inc 692.609 8,62 55.561 11,23
2026-02-17 13F Scarborough Advisors, LLC 399.204 1,70 32.024 4,14
2026-01-29 13F Ashton Thomas Private Wealth, LLC 143.721 -32,35 11.529 -30,72
2026-02-03 13F Crestwood Advisors Group LLC 178.461 602,82 14.316 619,76
2026-04-22 13F Bay Capital Advisors, LLC 234.726 3,37 17.966 -1,37
2026-04-22 13F Crew Capital Management, Ltd. 10.734 -1,19 822 -5,74
2026-02-17 13F Cdkv Holdings Llc 378 30
2026-01-20 13F Relyea Zuckerberg Hanson LLC 6.518 0,29 523 2,55
2026-04-23 13F Fairway Wealth LLC 20 1.900,00 2
2026-01-27 13F Busey Wealth Management 2.805 0,00 225 2,74
2026-01-23 13F Ogorek Anthony Joseph /ny/ /adv 499 0,20 0
2026-04-22 13F Harbor Asset Planning, Inc. 1.195 0,25 91 -4,21
2026-02-05 13F Tilson Financial Group, Inc. 69.606 2,51 5.584 4,96
2026-04-20 13F Longview Financial Advisors LLC 3 0,00 0
2026-01-27 13F Evergreen Capital Management Llc 108.341 0,13 8.691 2,55
2026-02-13 13F Evernest Financial Advisors, LLC 10.000 -0,01 817 4,21
2026-04-13 13F Massmutual Trust Co Fsb/adv 750 0,00 57 -5,00
2026-02-17 13F Stadion Money Management, LLC 0 -100,00 0
2025-11-12 13F Bellwether Advisors, LLC 0 -100,00 0 -100,00
2026-01-22 13F Brookwood Investment Group LLC 40.003 -13,09 3.209 -10,98
2026-02-05 13F Wealth Advisors of Iowa, LLC 320.790 -0,00 25.734 2,40
2026-04-08 13F Selby Wealth Management, LLC 12.890 215,00 987 200,61
2026-02-17 13F Green Harvest Asset Management LLC 2.497 200
2026-04-20 13F LifeWealth Investments, LLC 49.080 -18,42 3.757 -22,17
2026-04-20 13F Corundum Group, Inc. 33.539 -14,40 2.567 -18,33
2026-04-17 13F RFG Advisory, LLC 387.987 12,43 29.697 7,28
2026-04-21 13F Claro Advisors LLC 7.341 59,52 562 52,03
2026-01-23 13F Optima Capital Llc 121.873 1.314,66 9.777 1.350,45
2025-11-21 13F/A CIBC Bancorp USA Inc. 19.598 1.535
2026-04-24 13F Black Swift Group, LLC 149.050 17,17 11.408 11,89
2026-04-09 13F Wedmont Private Capital 8.080 11,19 643 9,00
2026-02-10 13F Henderson Brothers Financial Partners, LLC 409.057 32.815
2026-04-17 13F Roxbury Financial LLC 97 0,00 7 0,00
2026-04-20 13F Apella Capital, LLC 42.774 4,33 3.575 8,73
2026-04-15 13F Ffg Retirement Advisors Llc 91.982 -7,38 7.040 -11,62
2026-02-10 13F Godfrey Financial Associates, Inc. 2.287 183
2026-02-06 13F Transce3nd, LLC 11.884 -28,43 973 -2,31
2026-02-13 13F/A Abound Financial, Llc 180.767 -8,19 14.501 -5,98
2026-02-10 13F Elm Partners Management LLC 42.976 9,92 3.448 12,57
2026-01-21 13F Prime Capital Investment Advisors, LLC 82.458 33,00 6.615 36,20
2026-04-17 13F Guyasuta Investment Advisors Inc 3.282 -0,42 251 -4,92
2026-02-17 13F Vista Investment Management 25.386 -0,54 2.036 1,85
2026-02-12 13F Bradley Foster & Sargent Inc/ct 317.471 277,12 25.468 286,21
2026-01-29 13F Verdence Capital Advisors LLC 19.220 -30,96 1.542 -31,33
2026-02-04 13F MONECO Advisors, LLC 522.585 21,49 41.922 24,40
2026-01-29 13F ProVise Management Group, LLC 3.429 -3,52 275 -1,08
2026-02-10 13F Natixis Advisors, L.p. 3.241.367 30,96 260 34,72
2026-02-11 13F Liberty Square Wealth Partners Llc 601.095 30,38 48.220 33,50
2026-02-17 13F Pinnacle Financial Partners, Inc. 9.754 783
2026-02-18 13F CacheTech Inc. 106.269 -8,52 8.525 -6,33
2026-04-16 13F Lifelong Wealth Advisors, Inc. 800.534 0,58 61.273 -4,03
2026-02-09 13F Kingsview Wealth Management, LLC 199.671 64,01 16.018 67,95
2026-04-13 13F Chesley Taft & Associates LLC 2.671 204
2026-02-17 13F Colter Lewis Investment Partners LLC 3.358 269
2026-04-22 13F BluePath Capital Management, LLC 14.081 -2,19 1.078 -6,67
2026-04-22 13F Integrated Wealth Management 70.802 35,02 5.419 28,84
2026-01-21 13F Culbertson A N & Co Inc 2.624 -8,70 210 -6,67
2026-04-23 13F Embree Financial Group 14.040 1,05 1.075 -3,59
2026-04-08 13F Evanson Asset Management, LLC 27.352 6,09 2.094 1,21
2026-04-09 13F Mfg Wealth Management, Inc. 23.678 -2,43 1.812 -6,89
2026-02-02 13F Mutual Advisors, LLC 193.974 -8,62 15.561 -7,22
2026-04-23 13F Cornerstone Wealth Management, LLC 631.003 4,79 48.297 -0,02
2026-01-29 13F UBS Group AG 2.051.846 -4,90 164.599 -2,61
2026-02-11 13F Insight Advisors, LLC/ PA 41.710 33,81 3.346 36,96
2026-04-20 13F Independence Wealth Advisors, LLC 30.780 -72,54 2.356 -73,81
2026-02-11 13F Advocacy Wealth Management Services, LLC 3.249.653 4,36 260.687 6,86
2026-01-20 13F Sovran Advisors, LLC 40.153 0,54 3.270 2,35
2026-04-07 13F Legacy Solutions, Llc 224.839 0,53 17.209 -4,08
2026-04-08 13F Tlwm 15.271 4,25 1.169 -0,60
2026-02-11 13F Winnow Wealth Llc 755 0,27 61 3,39
2026-02-11 13F FLC Capital Advisors 6.151 0,00 493 2,49
2026-01-23 13F Nbt Bank N A /ny 80 2,56 51 4,08
2026-04-21 13F Sequent Planning LLC 4.104 40,12 314 34,19
2026-02-10 13F Newport Capital Group, LLC 6.702 3.575
2026-02-11 13F M Holdings Securities, Inc. 28.980 46,79 2 100,00
2026-02-19 13F Invesco Ltd. 10.606.949 0,27 850.889 2,67
2025-11-13 13F Pinkerton Retirement Specialists, LLC 0 -100,00 0
2026-01-21 13F BIP Wealth, LLC 130.403 3,17 10.461 5,64
2026-04-15 13F Wealthcare Capital Partners, LLC 150.145 7,27 11.492 2,35
2025-11-14 13F Pennington Partners & Co., Llc 0 -100,00 0 -100,00
2026-02-09 13F Huntington National Bank 2.384 15,73
2026-04-07 13F Cooper Financial Group 31.907 72,38 2.442 64,56
2026-04-16 13F Clark Asset Management, LLC 3.001 230
2026-04-24 13F EJMK Ventures LLC 10.949 -44,68 838 -47,20
2026-04-21 13F Laurel Oak Wealth Management, Llc 58.475 -33,36 4.476 -36,42
2026-04-24 13F ERn Financial, LLC 102.287 5,38 7.829 0,55
2026-04-08 13F WealthCare Investment Partners, LLC 14.707 -0,53 1.137 -4,38
2026-04-20 13F Values Added Financial LLC 101.232 1,94 7.748 -2,74
2026-02-12 13F Richmond Investment Services, LLC 451.131 8,51 36.189 11,11
2026-04-23 13F Kagan Cocozza Asset Management 270.512 -1,48 20.705 -5,99
2026-02-13 13F Nicolet Advisory Services, Llc 3.610.494 10.918,69 295.338 11.351,65
2026-02-12 13F Triumph Capital Management 32.430 5,44 2.602 7,97
2026-02-12 13F Moneta Group Investment Advisors Llc 428.624 -4,57 34.384 -2,28
2026-04-22 13F My Personal CFO, LLC 29.718 -1,14 2.275 -5,68
2026-04-14 13F Lockerman Financial Group, Inc. 11.150 1,53 853 -3,07
2026-01-22 13F Richardson Financial Services Inc. 101.450 -2,93 8.138 -0,60
2026-02-12 13F Federation des caisses Desjardins du Quebec 47.402 -1,96 3.803 0,40
2026-02-17 13F Maripau Wealth Management Llc 227.302 3,65 18.238 6,16
2026-04-10 13F Green Ridge Wealth Planning LLC 4.063 -6,70 311 -11,17
2026-04-10 13F Perigon Wealth Management, LLC 67.610 5,15 5.175 0,33
2026-01-23 13F HBW Advisory Services LLC 6.549 -36,27 525 -34,78
2026-01-30 13F Shaker Investments Llc/oh 27.934 14,21 2.241 16,91
2026-01-27 13F Revisor Wealth Management LLC 0 -100,00 0
2026-04-24 13F Investment Management Trust, LLC 25.370 1.942
2026-01-21 13F Brooklyn FI, LLC 10.319 828
2026-01-23 13F Assetmark, Inc 3.233.690 1,38 259.407 3,81
2026-04-15 13F Register Financial Advisors LLC 321 2.575,00 25
2026-04-16 13F Sentinel Pension Advisors Inc 23.842 -2,51 1.825 -6,99
2026-01-30 13F Kiker Wealth Management, LLC 0 -100,00 0
2026-02-12 13F Betterment LLC 83.585.842 6,42 6.705 8,97
2026-02-17 13F Private Advisor Group, LLC 4.808.867 9,77 385.767 12,40
2026-02-18 13F Vermillion & White Wealth Management Group, LLC 10.739 0,00 861 2,38
2026-01-28 13F Mystic Asset Management, Inc. 4.376 22,37 351 25,36
2026-04-23 13F North Star Investment Management Corp. 588 0,34 45 -6,38
2026-01-12 13F GenWealth Group, Inc. 162.785 -0,71 13.252 3,18
2026-04-13 13F Breachway Investments LLC 16.339 54,92 980 15,84
2026-02-17 13F Blue Line Capital, LLC / IL 3.059 245
2026-02-09 13F Glenview Trust Co 3.244 260
2026-02-12 13F Sand Hill Global Advisors, LLC 1.613.586 -3,54 129.442 -1,22
2026-02-13 13F Atlas Capital Advisors Llc 0 -100,00 0 -100,00
2026-04-15 13F Roan Capital Partners 49.995 3.827
2026-02-02 13F Principal Financial Group Inc 595.620 -0,75 47.781 1,64
2026-04-14 13F Focus Financial Network, Inc. 213.084 -14,27 16.309 -18,20
2026-02-11 13F Gateway Wealth Partners, LLC 284.720 4,66 22.840 7,17
2026-02-13 13F Heritage Wealth Advisors 484 0,00 39 2,70
2026-04-14 13F Tradewinds Capital Management, LLC 256 0,00 20 -5,00
2026-02-02 13F Souders Financial Advisors 10.328 829
2026-04-15 13F Merit Financial Group, LLC 432.959 -2,87 33.139 -7,33
2026-01-16 13F Beaumont Financial Advisors, LLC 61.822 -2,18 4.959 0,16
2026-02-13 13F Edgestream Partners, L.P. 30.961 25,30 2.484 28,32
2026-02-17 13F Tudor Investment Corp Et Al 73.914 -10,03 5.929 -7,86
2026-04-17 13F Vermillion Wealth Management, Inc. 859 0,00 66 -4,41
2026-01-21 13F Sound Income Strategies, LLC 1.036 69,56 84 75,00
2026-02-05 13F Macroview Investment Management Llc 5.402 -0,20 433 2,12
2026-04-23 13F Atlas Private Wealth Advisors 288.242 9,59 22.062 4,57
2026-04-10 13F Cerro Pacific Wealth Advisors LLC 4.388 0,00 336 -4,83
2026-04-22 13F Tru Independence Asset Management 2, Llc 3.286 0,00 252 -4,56
2026-02-11 13F Curio Wealth, Llc 699 57
2026-02-04 13F One Day In July LLC 969.305 8,71 77.758 11,32
2026-01-08 13F Goodman Financial Corp 41.420 -4,94 3.323 -2,67
2026-02-10 13F Gw Henssler & Associates Ltd 3.243 -4,45 260 -1,89
2026-02-12 13F Empower Advisory Group, LLC 114.862 -28,47 9.214 -26,75
2026-04-14 13F Bay Harbor Wealth Management, LLC 40 0,00 3 0,00
2026-02-13 13F Planwiser Financial, Llc 11.216 900
2026-04-23 13F RIA Advisory Group LLC 25.786 23,76 1.974 18,07
2026-02-05 13F Legacy Financial Group LLC 7.137 15,56 576 19,25
2026-04-20 13F Global Financial Private Client, LLC 2.789 213
2026-01-21 13F/A Euro Pacific Asset Management, LLC 4.331 31,08 0
2026-02-05 13F Bessemer Group Inc 72 -76,24 0
2026-04-23 13F TFC Financial Management 1.230 94
2026-04-09 13F Brown Wealth Management, Llc 2.935 6,03 225 0,90
2026-04-21 13F Wedbush Securities Inc 48.636 19,74 4 0,00
2026-02-11 13F Atlantic Private Wealth, LLC 270 0,37 22 0,00
2026-02-12 13F Fiduciary Group LLC 4.038 2,41 324 4,87
2026-02-13 13F Safeguard Investment Advisory Group, LLC 0 -100,00 0
2026-04-24 13F KPP Advisory Services LLC 9.625 -8,66 737 -12,90
2026-04-16 13F Sheets Smith Wealth Management 182.380 2,14 13.959 -2,54
2026-01-23 13F Curtis Advisory Group, LLC 223.388 -19,79 17.920 -17,86
2026-02-03 13F Cresta Advisors, Ltd. 6 0
2026-02-13 13F C M Bidwell & Associates Ltd 30.134 -19,92 2.417 -18,01
2026-04-21 13F Broadway Wealth Solutions, Inc. 494.737 4,50 37.867 -0,30
2026-01-30 13F/A M&t Bank Corp 6.621 0,00 531 2,51
2026-02-03 13F Buck Wealth Strategies, LLC 4.807 -19,24 386 -17,38
2026-02-03 13F Diversify Wealth Management, Llc 6.130 8,32 500 10,13
2026-02-10 13F Goldman Sachs Group Inc Put 1.091.000 95,80 87.520 100,50
2025-11-10 13F Lion Street Advisors, LLC 0 -100,00 0
2026-02-03 13F Fsb Premier Wealth Management, Inc. 135.658 -0,40 10.882 2,00
2025-11-07 13F TT Capital Management LLC 0 -100,00 0 -100,00
2026-01-29 13F ODonnell Financial Services, LLC 766.923 0,90 61.523 3,33
2026-02-10 13F Goldman Sachs Group Inc 8.022.267 2,94 643.546 5,41
2026-01-16 13F Legacy Capital Wealth Partners, LLC 12.787 -9,70 1.026 -7,57
2026-02-13 13F MAI Capital Management 17.830 3,18 1.430 5,69
2026-04-15 13F Seacrest Wealth Management, Llc 8.894 681
2026-04-20 13F Godsey & Gibb Associates 0 -100,00 0
2026-02-13 13F Kirtland Hills Capital Management, Llc 2.983 0,17 239 2,58
2026-04-20 13F Segment Wealth Management, LLC 298.128 -20,01 22.819 -23,68
2026-04-17 13F Watershed Private Wealth Llc 18.624 -3,10 1.425 -7,53
2026-01-29 13F Mendel Money Management 12.163 130,97 976 136,65
2026-04-23 13F Macco Financial Group, Inc. 501.140 22,27 38.357 16,66
2026-03-19 13F Painted Porch Advisors LLC 0 -100,00 0
2026-04-15 13F Consolidated Capital Management, Llc 9.089 696
2026-02-13 13F Perspective Wealth Advisors Llc 11.216 900
2026-04-21 13F Urban Wealth Management, LLC 8.632 -45,79 661 -48,32
2026-04-22 13F Arcadia Investment Management Corp/mi 700 0,00 54 -5,36
2026-02-10 13F DT Investment Partners, LLC 0 -100,00 0
2026-01-28 13F Lebenthal Global Advisors, LLC 41.311 -2,98 3.314 -0,66
2026-04-01 13F Helen Stephens Group, LLC 27.143 -0,30 2.078 -4,86
2026-02-03 13F Bokf, Na 0 -100,00 0
2026-01-07 13F Procyon Private Wealth Partners, LLC 656.464 37,33 52.662 40,64
2026-02-12 13F Providence Capital Advisors, LLC 125 0,00 10 11,11
2026-04-21 13F Nemes Rush Group LLC 24.484 33,87 1.874 27,68
2026-04-23 13F Summit Wealth Group Llc / Co 6.425 492
2026-02-10 13F CIBC World Markets Inc. 9.471 72,77 760 76,92
2026-02-13 13F Pathstone Holdings, LLC 145.091 1,90 11.639 4,35
2026-02-17 13F New England Asset Management Inc 13.330 0,00 1.069 2,39
2026-02-17 13F Hillman Capital Management, Inc. 4.362 350
2026-04-16 13F Standpoint Asset Management, LLC 855.100 -3,87 65.449 -8,28
2026-04-21 13F E&G Advisors, LP 92.850 3,79 7.107 -0,98
2026-04-10 13F TCP Asset Management, LLC 4.040 -19,84 309 -23,51
2026-02-04 13F Colonial River Wealth Management, LLC 5.557 -22,09 446 -20,25
2026-01-29 13F Global Strategic Investment Solutions, LLC 8.000 0,00 642 2,40
2026-04-14 13F Approach Retirement Advisors, LLC 5.305 0,00 406 -4,47
2026-02-05 13F USAdvisors Wealth Management, LLC 40.186 0,60 3 0,00
2026-02-17 13F Miller Capital Partners, Inc. 671 54
2026-02-12 13F Investor's Fiduciary Advisor Network, LLC 20.545 5,52 2 0,00
2026-02-02 13F Truist Financial Corp 265.197 3,30 21.274 5,78
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0 -100,00
2026-02-13 13F Pinnacle Wealth Planning Services, Inc. 165.548 6,03 13.280 8,58
2025-10-31 13F NWF Advisory Services Inc. 0 -100,00 0
2026-01-30 13F Opus Capital Group, LLC 4.035 -5,35 0
2026-01-21 13F Indiana Trust & Investment Management CO 2.000 0,00 160 2,56
2026-02-17 13F Blair William & Co/il 173.758 41,88 13.939 45,28
2026-04-22 13F Capital Investment Management, Inc. 395.273 2,40 30.254 -2,29
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