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

iShares Trust - iShares Short-Term National Muni Bond ETF
US ˙ ARCA ˙ US4642881589

Grundlæggende statistik
Institutionelle ejere 883 total, 883 long only, 0 short only, 0 long/short - change of 3,74% MRQ
Gennemsnitlig porteføljeallokering 0.3739 % - change of 3,05% MRQ
Institutionelle aktier (lange) 82.394.522 (ex 13D/G) - change of 4,07MM shares 5,19% MRQ
Institutionel værdi (lang) $ 8.632.990 USD ($1000)
Institutionelt ejerskab og aktionærer

iShares Trust - iShares Short-Term National Muni Bond ETF (US:SUB) har 883 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 82,394,522 aktier. Største aktionærer omfatter Mercer Global Advisors Inc /adv, Bank Of America Corp /de/, Morgan Stanley, Bank of New York Mellon Corp, Creative Planning, Sei Investments Co, Allstate Corp, Citigroup Inc, Northwestern Mutual Wealth Management Co, and Tiaa Trust, National Association .

iShares Trust - iShares Short-Term National Muni Bond ETF (ARCA:SUB) 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 28, 2026 is 106,61 / share. Previously, on April 29, 2025, the share price was 105,49 / share. This represents an increase of 1,06% over that period.

SUB / iShares Trust - iShares Short-Term National Muni Bond ETF Institutional Ownership
Fondens stemningsscore

Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.

Opdateringsfrekvens: Dagligt

Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.

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Institutionel Put/Call-forhold

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

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

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

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

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

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Fil dato Form Investor Forrige
Aktier
Seneste
Aktier
Δ Aktier
(Procent)
Ejendomsret
(Procent)
Δ Ejerskab
(Procent)
2025-04-21 13G/A Bank of New York Mellon Corp 5,155,033 4,326,731 -16.07 5.20 -18.75
13F og NPORT arkivering

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

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Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2026-02-06 13F Cascade Financial Partners, LLC 39.353 31,61 4.199 31,52
2026-04-21 13F Vise Technologies, Inc. 20.314 0,00 2.168 0,00
2026-01-07 13F Private Client Services, Llc 0 -100,00 0
2026-01-30 13F Sigma Planning Corp 31.952 3,63 3.409 3,55
2026-02-03 13F Ballast Advisors Llc 3.094 0,00 330 0,00
2026-04-16 13F Triad Wealth Partners, LLC 26.559 21,66 2.829 21,43
2026-04-09 13F Avenue 1 Advisors, LLC 2.137 228
2025-11-20 13F Asset Dedication, LLC 0 -100,00 0
2026-01-30 13F Sofi Wealth, Llc 1.141 30,40 122 30,11
2025-11-14 13F Horiko Capital Management Llc 0 -100,00 0
2026-02-13 13F Smartleaf Asset Management LLC 2.790 -62,25 298 -62,31
2026-04-27 13F Greenleaf Trust 49.788 -0,90 5.302 -1,08
2026-02-03 13F Sequoia Financial Advisors, LLC 122.239 -5,01 13.043 -5,09
2026-02-14 13F Silver Grove Financial Group, Inc. 7.717 2,52 823 2,49
2026-02-02 13F Benjamin Edwards Inc 10.333 19,43 1.105 19,35
2026-04-21 13F Roth Financial Partners LLC 15.360 -0,68 1.636 -0,91
2026-02-24 13F MidFirst Bank 72.984 7.787
2026-04-17 13F Nautilus Advisors LLC 2.370 0,00 252 0,00
2026-02-09 13F White Pine Capital Llc 8.424 44,02 899 43,91
2026-02-09 13F Coldstream Capital Management Inc 42.074 -3,27 4.489 -3,34
2026-04-23 13F Signature Securities Group Corporation 2.846 -1,56 303 -1,62
2026-02-10 13F Ellevest, Inc. 159.210 7,03 16.988 6,94
2026-04-24 13F Slow Capital, Inc. 141.308 0,70 15.049 0,51
2026-01-07 13F Yeomans Consulting Group, Inc. 49.074 106,31 5.236 106,55
2026-01-26 13F Cwm, Llc 53.524 18,84 6 25,00
2026-03-06 13F Brighton Securities Corp. 0 -100,00 0
2026-01-30 13F Safe Harbor Family Capital, LLC 230.806 24.627
2026-02-09 13F Fisher Asset Management, LLC 44.557 -6,58 4.754 -6,64
2026-04-09 13F Pacifica Partners Inc. 625 0,00 67 0,00
2026-04-08 13F Dynamic Advisor Solutions LLC 34.116 5,57 3.633 5,37
2026-04-29 13F Cary Street Partners Financial Llc 7.606 0,00 810 -0,12
2026-02-05 13F RiverFront Investment Group, LLC 10.111 9,06 1.079 9,00
2026-04-22 13F Stone Point Wealth LLC 25.865 2,15 2.755 1,96
2026-01-23 13F Carnegie Capital Asset Management, LLC 195.892 -0,48 20.902 -0,56
2026-04-15 13F Targeted Financial Services LLC 2.403 256
2026-02-10 13F One Capital Management, LLC 168.082 5,89 17.934 5,81
2026-02-05 13F Thrivent Financial For Lutherans 11.559 -14,69 1 0,00
2026-04-15 13F Founders Grove Wealth Partners, Llc 15.923 -17,42 1.696 -17,60
2026-01-29 13F Quest 10 Wealth Builders, Inc. 56 0,00 6 0,00
2026-02-18 13F First Citizens Bank & Trust Co 1.972 0,00 210 0,00
2026-04-28 13F Probity Advisors, Inc. 3.327 -0,54 354 -0,56
2026-04-28 13F Unison Advisors LLC 23.277 0,01 2.479 -0,16
2026-04-27 13F Certior Financial Group, Llc 23.989 64,96 2.555 64,67
2026-04-01 13F Bangor Savings Bank 16.848 0,00 1.794 -0,17
2026-01-27 13F Regions Financial Corp 56.927 2,74 6.074 2,67
2026-02-11 13F Deutsche Bank Ag\ 73.321 0,00 7.823 -0,08
2026-04-16 13F Sterling Investment Counsel, LLC 2.804 299
2026-02-10 13F Envestnet Asset Management Inc 694.485 3,75 74.102 3,67
2025-11-14 13F Binnacle Investments Inc 364 0,00 39 0,00
2026-04-14 13F Hudson Valley Investment Advisors Inc /adv 12.753 0,00 1.358 -0,15
2026-04-29 13F Duncker Streett & Co Inc 31 0,00 3 0,00
2026-02-12 13F Jane Street Group, Llc 0 -100,00 0
2026-04-29 13F Silver Oak Wealth Advisors Services, Llc 5.205 -3,81 554 -3,99
2026-02-03 13F NewEdge Wealth, LLC 25.824 -28,72 2.755 -28,40
2026-04-13 13F Robinhood Asset Management, LLC 755.267 -1,61 80.436 -1,80
2026-02-12 13F Strive Asset Management, LLC 0 -100,00 0
2026-04-10 13F/A WLTH Capital Management, LLC 17.943 4,52 1.911 3,64
2026-02-11 13F North Dallas Bank & Trust Co 34.761 13,74 3.709 14,13
2026-04-21 13F Foster & Motley Inc 3.648 -13,12 0
2026-02-13 13F Ubs Asset Management Americas Inc 113.764 12.139
2026-04-10 13F IAM Advisory, LLC 12.399 0,62 1.321 0,46
2026-02-17 13F Wealth Watch Advisors, INC 0 -100,00 0
2026-04-07 13F Hobart Private Capital, LLC 16.436 -5,97 1.750 -6,17
2026-04-22 13F Traveka Wealth, LLC 3.296 0,00 351 0,00
2026-04-10 13F Marshall Financial Group LLC 3.565 0,00 380 -0,26
2026-02-17 13F Captrust Financial Advisors 1.252.435 2,27 133.635 2,20
2026-02-11 13F Ackerman Capital Advisors, LLC 62.084 -2,41 6.624 -2,49
2025-11-14 13F Guardian Wealth Advisors, Llc / Nc 0 -100,00 0
2026-04-27 13F Citizens & Northern Corp 5.929 0,00 631 -0,16
2026-02-17 13F Modern Wealth Management, LLC 2.103 -87,51 224 -87,53
2026-04-17 13F Monticello Wealth Management, Llc 21.074 9,71 2.244 9,52
2026-02-17 13F Warren Averett Asset Management, LLC 51.686 1,77 5.515 1,68
2026-04-21 13F Grimes & Company, Inc. 5.210 -1,03 555 -1,25
2026-01-20 13F Savvy Advisors, Inc. 74.150 -0,15 7.912 -0,23
2026-04-22 13F Shotwell Rutter Baer Inc 0 -100,00 0
2026-01-22 13F Hill Island Financial Llc 7.866 14,78 839 14,77
2026-02-11 13F MCF Advisors LLC 2.192 234
2026-04-24 13F Eagle Bay Advisors LLC 4.180 91,74 445 91,81
2026-02-06 13F Pnc Financial Services Group, Inc. 47.131 2,55 5.029 2,47
2026-04-22 13F Essential Planning, LLC. 2.546 -3,56 271 -3,56
2026-01-23 13F Diversify Advisory Services, LLC 2.618 -8,46 281 -7,59
2026-04-23 13F TFC Financial Management 0 -100,00 0
2026-02-02 13F Ashton Thomas Securities, Llc 0 -100,00 0
2026-04-09 13F VERITY Wealth Advisors 2.568 0,00 273 -0,36
2026-04-07 13F Heartwood Wealth Advisors LLC 13.868 0,00 1.477 -0,20
2026-02-12 13F Summit Financial, LLC 15.271 84,70 1.629 84,69
2025-11-14 13F Strategic Wealth Partners, Ltd. 12.485 -1,36 1.333 -0,89
2026-03-04 13F Rehmann Capital Advisory Group 24.378 35,55 2.601 35,47
2025-11-05 13F Lokken Investment Group LLC 3.555 380
2026-04-20 13F CWA Asset Management Group, LLC 3.402 -13,61 362 -13,81
2026-04-29 13F Invested Advisors 45.489 5,32 4.845 5,12
2026-02-13 13F Morgan Stanley 5.673.861 -12,61 605.401 -12,67
2026-02-10 13F Grandfield & Dodd, Llc 3.735 0,00 399 0,00
2026-02-10 13F Baker Avenue Asset Management, LP 3.504 0,00 374 -0,27
2026-01-27 13F Highview Capital Management LLC/DE/ 27.614 0,00 2.946 -0,07
2026-01-15 13F My Personal CFO, LLC 0 -100,00 0
2026-04-17 13F Brown, Lisle/cummings, Inc. 27.927 0,00 2.974 -0,17
2026-02-10 13F Rothschild Investment Llc 405 13.400,00 43
2026-02-03 13F Patten & Patten Inc/tn 7.440 -2,36 794 -2,46
2026-04-28 13F Berger Financial Group, Inc 8.709 -3,42 928 -3,64
2026-01-20 13F Austin Private Wealth, LLC 5.003 -36,91 534 -37,00
2026-04-22 13F Motco 637 0,00 68 0,00
2026-04-17 13F Arkfeld Wealth Strategies, L.L.C. 12.187 -0,90 1.299 -1,14
2026-04-14 13F Papp L Roy & Associates 7.350 37,38 783 37,19
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 7.399 9,74 788 9,60
2026-02-13 13F National Bank Of Canada /fi/ 0 -100,00 0
2026-01-07 13F Sagespring Wealth Partners, Llc 19.410 -9,30 2.071 -9,37
2026-01-22 13F Rodgers & Associates, LTD 4.905 39,39 523 39,47
2026-04-08 13F Exchange Bank 10.360 -0,72 1.103 -0,90
2026-04-16 13F Capital Advisors, Ltd. LLC 2.452 0,00 0
2026-04-14 13F Prospera Financial Services Inc 48.002 1,84 5.112 1,65
2026-01-20 13F Ascent Group, LLC 176.345 10,47 18.816 10,40
2026-02-12 13F Renaissance Technologies Llc 0 -100,00 0
2026-04-21 13F Red Tortoise LLC 18.766 -2,06 1.999 -2,25
2026-02-09 13F Allen Capital Group, LLC 2.903 310
2026-01-28 13F Quent Long Short Global Small Cap Fund, LP 94.282 10.060
2026-02-17 13F IHT Wealth Management, LLC 3.216 34,06 343 33,98
2026-02-09 13F Putnam Fl Investment Management Co 118.892 2,95 12.686 2,87
2026-04-21 13F VCI Wealth Management LLC 2.004 -11,56 213 -11,62
2026-02-13 13F Meridian Wealth Partners, LLC 70.474 -6,47 7.520 -6,54
2026-02-17 13F Per Stirling Capital Management, LLC. 17.880 -2,79 1.908 -2,90
2026-04-20 13F Fonville Wealth Management LLC 29.878 0,00 3.182 -0,19
2026-04-21 13F Sage Financial Management Group, Inc. 4.626 16,88 493 16,59
2026-01-23 13F Westside Investment Management, Inc. 2.172 0,00 232 0,00
2026-02-13 13F Vivaldi Capital Management, LLC 5.639 -24,87 602 -24,97
2026-02-03 13F Emerald Investment Partners, Llc 3.109 -32,79 332 -32,86
2026-04-20 13F Greenup Street Wealth Management Llc 21.044 -22,64 2.241 -22,78
2026-02-10 13F Edgemoor Investment Advisors, Inc. 9.518 19,68 1.016 19,55
2026-02-11 13F SOUTH STATE Corp 321 -14,63 34 -15,00
2026-02-10 13F Peapack Gladstone Financial Corp 101.479 15,48 11 11,11
2026-01-29 13F UBS Group AG 1.179.085 5,81 125.808 5,73
2026-02-05 13F Hills Bank & Trust Co 2.702 0,00 288 0,00
2026-02-13 13F Wealth Dimensions Group, Ltd. 2.035 0,00 217 0,00
2026-04-23 13F Willis Johnson & Associates, Inc. 283.043 -1,66 30.144 -1,84
2026-02-10 13F/A Northwestern Mutual Wealth Management Co 1.388.345 4,95 148.136 4,87
2026-04-24 13F Balentine LLC 144 0,00 15 0,00
2026-01-20 13F Ethos Financial Group, LLC 8.993 -2,55 960 -2,64
2026-01-28 13F HB Wealth Management, LLC 0 -100,00 0
2026-04-24 13F James Investment Research Inc 29.533 -7,46 3.145 -7,64
2026-02-13 13F Kestra Advisory Services, LLC 0 -100,00 0
2026-04-07 13F Agate Pass Investment Management, LLC 0 -100,00 0
2026-02-11 13F Cerity Partners LLC 477.090 11,76 50.905 11,68
2025-11-14 13F Garden State Investment Advisory Services LLC 0 -100,00 0
2026-04-15 13F Activest Wealth Management 3 0
2026-02-12 13F Adviser Investments LLC 3.058 326
2026-02-12 13F Keel Point, LLC 1.994 0,00 213 0,00
2026-02-17 13F Bank Of America Corp /de/ 8.326.351 10,58 888.422 10,50
2025-11-04 13F Fedenia Advisers LLC 0 -100,00 0
2026-01-28 13F EPG Wealth Management LLC 61 0,00 7 0,00
2026-01-23 13F Freestone Capital Holdings, LLC 200.560 24,96 21.400 24,86
2026-02-12 13F Cloud Capital Management, LLC 4.628 0
2026-04-27 13F Exencial Wealth Advisors, Llc 28.894 -3,18 3.077 -3,36
2026-02-02 13F Legacy Edge Advisors, LLC 188.645 20.128
2026-02-02 13F Oppenheimer & Co Inc 0 -100,00 0 -100,00
2026-04-22 13F Oak Harvest Investment Services 124.062 2,69 13.213 2,49
2026-04-10 13F Armstrong Advisory Group, Inc 763 0,00 81 0,00
2026-04-16 13F Sunbeam Capital Management, LLC 6.643 0,02 707 -0,14
2026-01-29 13F Simon Quick Advisors, Llc 18.901 3,03 2.017 2,96
2026-04-24 13F Boston Trust Walden Corp 4.281 0,00 456 -0,22
2026-04-28 13F Walkner Condon Financial Advisors LLC 21.568 0,76 2.297 0,57
2026-01-26 13F Quadrant Private Wealth Management, LLC 5.414 578
2026-02-17 13F WFA of San Diego, LLC 0 -100,00 0
2026-04-29 13F American Wealth Advisors, LLC 9.949 -0,16 1.060 -0,38
2026-02-13 13F Parkside Financial Bank & Trust 5.671 -4,85 605 -4,87
2026-02-17 13F High Falls Advisors, Inc 2.653 -12,27 283 -12,11
2026-04-28 13F Busey Wealth Management 6.445 114,83 686 114,38
2025-11-14 13F Mount Yale Investment Advisors, LLC 0 -100,00 0 -100,00
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3.734 -59,83 398 -59,94
2026-02-06 13F EverSource Wealth Advisors, LLC 17.132 12,58 1.828 12,50
2026-04-14 13F Wealthcare Advisory Partners LLC 116.104 21,39 12.365 21,17
2026-01-29 13F Mattern Capital Management, Llc 2.568 -3,57 274 -3,52
2026-02-17 13F Old Mission Capital Llc 17.232 1.839
2026-04-28 13F Stephens Inc /ar/ 4.413 -2,86 470 -3,10
2026-02-10 13F Rice Partnership, LLC 0 -100,00 0
2025-11-14 13F/A Skopos Labs, Inc. 0 -100,00 0 -100,00
2026-04-23 13F Harbor Investment Advisory, Llc 89 -61,97 9 -62,50
2026-02-17 13F Dean Investment Associates, Llc 6.650 0,00 710 -0,14
2026-02-12 13F Principal Securities, Inc. 20.437 -0,54 2.181 -0,64
2026-04-23 13F Farmers & Merchants Investments Inc 945 101
2026-02-03 13F LaFleur & Godfrey LLC 4.310 0,00 460 -0,22
2026-04-10 13F Integris Wealth Management, LLC 2.685 -8,27 286 -8,65
2026-01-22 13F Premier Path Wealth Partners, LLC 10.627 -12,51 1.134 -12,58
2026-02-06 13F Cullen/frost Bankers, Inc. 4.472 31,18 477 31,40
2026-02-13 13F Partners Capital Investment Group, Llp 159.194 -25,59 16.986 -25,65
2026-01-08 13F Signet Financial Management, Llc 52.014 -1,33 5.550 -1,40
2026-02-17 13F Cardiff Park Advisors, Llc 28.390 0,30 3.029 0,23
2026-04-23 13F Private Wealth Management Group, LLC 48.573 2,51 5.173 2,33
2026-02-13 13F Wells Fargo & Company/mn 354.080 -2,26 37.780 -2,33
2026-04-08 13F Shore Point Advisors, LLC 11.946 10,43 1.272 10,23
2026-04-28 13F Pine Harbor Wealth Management, LLC 49.963 0,25 5.321 0,08
2026-01-23 13F Legacy Financial Strategies, LLC 2.955 0,34 315 0,32
2026-04-29 13F Orin Green Financial, LLC 10.833 -1,28 1.154 -1,45
2026-04-13 13F Trust Co 3.033 0,10 323 -0,31
2026-02-09 13F Northstar Financial Companies, Inc. 2.014 215
2026-04-28 13F WJ Wealth Management, LLC 5.577 0,00 594 -0,34
2026-04-27 13F Smith & Howard Wealth Management, LLC 13.140 0,00 1.399 -0,21
2026-01-23 13F Optima Capital Llc 306 33
2026-02-13 13F Maia Wealth LLC 2.970 -12,88 319 -12,15
2026-04-29 13F Horst & Graben Wealth Management LLC 3.225 0,62 344 0,58
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 7.374 100,00 785 99,75
2026-04-24 13F Patten Group, Inc. 35.699 -6,68 3.802 -6,86
2026-04-24 13F Root Financial Partners, LLC 35.327 18,77 3.762 18,56
2026-04-20 13F Kestra Private Wealth Services, Llc 64.546 16,65 6.874 16,43
2026-04-21 13F Wesbanco Bank Inc 9.751 1.038
2026-04-22 13F Evensky & Katz LLC 19.077 -1,99 2 0,00
2026-02-17 13F Lazard Asset Management Llc 20.575 0,34 2.195 0,27
2026-03-23 13F/A Barclays Plc 0 -100,00 0
2026-02-13 13F Tobias Financial Advisors, Inc. 54.849 17,37 5.852 17,30
2026-04-15 13F Belleair Asset Management, LLC 20.660 0,00 2.200 -0,18
2026-02-12 13F StoneX Group Inc. 11.254 60,79 1.201 60,64
2026-04-13 13F First Hawaiian Bank 1.935 0,00 206 0,00
2026-04-28 13F Quent Capital, LLC 105.106 11,48 11.194 11,27
2026-02-04 13F Catalyst Financial Partners Llc 15.464 210,90 1.650 210,73
2026-01-27 13F Elevate Wealth Advisory, Inc 4.561 -3,96 487 -4,14
2026-04-15 13F Hutchens & Kramer Investment Management Group, LLC 3.894 415
2026-01-28 13F West Michigan Advisors, Llc 2.097 1,94 224 1,83
2026-04-20 13F Jfs Wealth Advisors, Llc 85.703 1,36 9.127 1,16
2026-04-06 13F Rosenberg Matthew Hamilton 22.375 56,18 2.383 55,89
2026-01-13 13F Team Financial Group, LLC 3.904 -3,17 417 -3,26
2026-04-29 13F CVA Family Office, LLC 8.580 -0,26 914 -0,44
2026-02-13 13F Cornerstone Financial Management LLC 1.483 158
2026-02-10 13F IFG Advisory, LLC 8.967 957
2026-04-28 13F CAP Partners, LLC 3.417 5,04 364 4,61
2026-02-11 13F O'shaughnessy Asset Management, Llc 3.739 -43,06 399 -43,22
2026-02-17 13F Mercer Global Advisors Inc /adv 8.489.274 9,31 905.806 9,23
2026-04-14 13F XY Planning Network, Inc. 7.897 157,57 840 156,88
2026-04-22 13F Continuum Advisory, LLC 11.885 66,18 1.266 65,79
2026-02-12 13F BRYN MAWR TRUST Co 5.168 0,00 551 0,00
2026-04-27 13F Apeiron RIA LLC 17.320 3,51 1.845 3,13
2026-01-29 13F Comerica Bank 156.602 -14,96 16.709 -15,03
2026-02-09 13F Huntington National Bank 84 22,06
2026-01-27 13F Financial Management Professionals, Inc. 0 -100,00 0
2026-01-30 13F Durante & Waters, Llc 50.598 8,58 5.399 8,50
2026-02-05 13F Compass Financial Group, Inc. 7.336 5,94 783 5,82
2026-04-16 13F Henrickson Nauta Wealth Advisors, Inc. 2.812 -50,00 299 -50,25
2026-02-09 13F Harbour Investments, Inc. 7.359 -1,00 785 -1,01
2026-02-12 13F Altiora Financial Group, LLC 0 -100,00 0
2026-04-13 13F Mather Group, Llc. 197.700 1,95 21.055 1,76
2026-02-06 13F Global Retirement Partners, LLC 18.717 290,18 1.997 290,04
2026-04-17 13F Morris Financial Concepts, Inc. 2.798 -1,10 298 -1,00
2026-02-06 13F Tortoise Investment Management, LLC 0 -100,00 0
2026-02-13 13F Transamerica Financial Advisors, Inc. 114 12
2026-02-04 13F Midwest Trust Co 10.404 228,10 1.110 228,40
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-04-21 13F Polaris Investment Advisors, LLC 4.485 -3,22 478 -3,44
2026-02-10 13F DT Investment Partners, LLC 728 36,07 78 35,09
2026-01-23 13F Gibbs Wealth Management 3.582 0,00 383 0,26
2025-11-17 13F LGT Financial Advisors LLC 0 -100,00 0
2026-04-15 13F Single Point Partners, LLC 63.178 2,86 6.728 2,67
2026-01-20 13F Steel Peak Wealth Management LLC 21.274 -1,58 2.270 -1,69
2026-04-17 13F HHM Wealth Advisors, LLC 700 0,00 75 0,00
2026-01-27 13F Cannon Wealth Management Services, LLC 4.668 3,87 498 3,97
2026-04-16 13F Stephen J. Garry & Associates, Llc 2.467 -32,72 263 -32,99
2026-02-11 13F Capital Analysts, Inc. 3.538 -16,67 0
2025-11-13 13F Skyline Advisors, Inc. 0 -100,00 0
2026-04-10 13F Voisard Asset Management Group, Inc. 48.092 -8,50 5.122 -8,67
2026-04-24 13F Midwest Capital Advisors, LLC 1 0,00 0
2026-01-29 13F Northern Oak Wealth Management Inc 0 -100,00 0
2026-02-06 13F Vestmark Advisory Solutions, Inc. 64.707 1,53 6.904 1,45
2026-04-13 13F Garrett Investment Advisors LLC 8.271 -5,39 881 -5,58
2026-04-23 13F Bigelow Investment Advisors, LLC 1.931 206
2026-04-17 13F Presilium Private Wealth, Llc 52.874 4,96 5.631 4,78
2026-01-15 13F Nisa Investment Advisors, Llc 674.815 5,01 72.003 4,93
2026-01-16 13F Crewe Advisors LLC 23.393 -0,99 2.496 -1,03
2026-02-09 13F Allstate Corp 1.547.744 3.158,41 165.144 3.155,99
2026-02-17 13F Creative Planning 2.813.439 2,18 300.194 2,10
2026-04-29 13F Efficient Advisors, LLC 5.024 -1,88 535 -2,01
2026-02-11 13F Tiaa Trust, National Association 1.287.347 -9,92 137.360 -9,98
2026-02-04 13F Washington Trust Bank 1.952 -32,34 208 -32,47
2026-02-17 13F First Manhattan Co 2.992 319
2026-04-21 13F Venturi Wealth Management, LLC 0 -100,00 0
2026-04-16 13F First Community Trust Na 2.240 -92,69 239 -92,72
2026-02-12 13F Wescott Financial Advisory Group, LLC 6.905 -50,73 737 -50,80
2026-04-27 13F/A New World Advisors LLC 0 -100,00 0
2026-04-27 13F Capital Investment Services of America, Inc. 6.750 0,00 719 -0,28
2026-04-28 13F/A First Citizens Asset Management, Inc. 0 -100,00 0
2026-04-22 13F Joel Isaacson & Co., LLC 73.035 29,74 7.778 29,50
2026-02-02 13F Avidian Wealth Solutions, LLC 32.832 -0,63 3.503 -0,71
2026-04-20 13F Sowell Financial Services LLC 2.491 4,40 265 4,33
2026-02-11 13F Buckingham Strategic Partners 2.553 -93,79 272 -93,80
2026-02-13 13F Ausdal Financial Partners, Inc. 5.193 -11,06 554 -11,08
2026-01-23 13F Sage Mountain Advisors LLC 2.000 0,00 213 0,00
2026-04-09 13F Cliftonlarsonallen Wealth Advisors, Llc 52.953 -29,22 5.639 -29,35
2026-02-17 13F Main Street Financial Solutions, LLC 2.483 0,12 265 0,00
2026-04-29 13F Investment Research Partners LLC 90.494 10,97 9.638 10,77
2026-04-10 13F Pure Financial Advisors, Inc. 20.530 2.186
2026-04-09 13F IFG Advisors, LLC 15.631 1,65 1.665 1,46
2026-02-10 13F Dynasty Wealth Management, Llc 25.820 17,06 2.755 16,94
2026-04-22 13F Pasadena Private Wealth, LLC 2.278 -97,32 243 -97,33
2026-02-10 13F Savant Capital, LLC 61.728 -3,23 6.586 -3,30
2026-04-21 13F Aaron Wealth Advisors LLC 101.053 3,86 10.762 3,67
2026-04-22 13F Janney Montgomery Scott LLC 122.001 10,23 13 9,09
2026-04-08 13F McNaughton Wealth Management, LLC 13.311 -0,49 1.418 -0,70
2026-01-12 13F Rialto Wealth Management, LLC 2.335 -54,45 249 -54,48
2026-02-09 13F Green Square Capital Advisors Llc 4.000 12,99 427 13,30
2026-02-11 13F Gwn Securities Inc. 61.383 -23,21 6.550 -23,27
2026-01-23 13F Galvin, Gaustad & Stein, LLC 15.696 -10,89 1.675 -10,96
2025-11-25 13F Briaud Financial Planning, Inc 0 -100,00 0
2026-02-13 13F Total Wealth Planning, Llc 0 -100,00 0
2026-02-13 13F Avid Wealth Partners LLC 11.076 -6,47 1.182 -6,57
2026-04-06 13F CX Institutional 2.658 -75,50 0 -100,00
2026-04-21 13F Hidden Cove Wealth Management, LLC 2.545 0,00 271 0,00
2026-04-22 13F Bravera Wealth 18.700 1.992
2026-04-27 13F FSM Wealth Advisors, LLC 10.730 -18,56 1.143 -18,72
2026-01-27 13F Meritage Portfolio Management 30.465 -6,57 3.251 -6,64
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 7.136 -23,73 760 -23,95
2026-02-11 13F Rise Advisors, LLC 0 -100,00 0
2026-02-13 13F Plum Street Advisors, LLC 7.887 0,19 842 0,12
2026-02-05 13F AlphaCore Capital LLC 17.685 1.080,57 1.887 1.086,16
2026-01-13 13F Two West Capital Advisors LLC 3.081 3,04 329 3,14
2026-04-22 13F Sutton Place Investors Llc 2.354 0,00 251 -0,40
2026-02-17 13F Northeast Financial Group, Inc. 84.556 9,40 9.023 9,32
2026-04-20 13F Ronald Blue Trust, Inc. 3.462 12,33 369 12,20
2026-04-28 13F Fundamentun, Llc 4.734 1,44 504 1,20
2026-02-26 13F TD Capital Management LLC 110.417 6,81 11.781 6,73
2026-01-30 13F Heritage Investment Group, Inc. 524.218 6,29 55.934 6,21
2026-04-29 13F/A True Link Financial Advisors, LLC 13.535 0,48 1.441 0,28
2026-02-27 13F Strategic Investment Solutions, Inc. /IL 1.691 0,83 180 0,56
2026-02-13 13F Generations Wealth, LLC 2.910 310
2026-02-17 13F Evergreen Wealth Solutions, LLC 2.557 273
2026-04-21 13F Narus Financial Partners, LLC 22.218 -1,94 2.366 -2,11
2026-04-20 13F McKinley Carter Wealth Services, Inc. 3.355 -9,00 357 -9,16
2026-02-13 13F Pinney & Scofield, Inc. 10.985 0,00 1.172 0,00
2026-04-29 13F Rockwood Wealth Management, LLC 54.036 9,25 5.755 9,04
2026-02-17 13F Elequin Capital Lp 0 -100,00 0
2026-01-28 13F Alesco Advisors Llc 175.005 6,26 18.673 6,19
2026-02-10 13F TAGStone Capital, Inc. 5.834 -1,92 623 -2,05
2025-11-12 13F Astra Wealth Partners LLC 0 -100,00 0
2026-04-22 13F Princeton Global Asset Management LLC 4.990 0,00 531 -0,19
2025-11-12 13F State Farm Mutual Automobile Insurance Co 0 -100,00 0
2026-02-10 13F Ark & Tlk Investments, Llc 11.527 -43,69 1.230 -43,75
2026-02-09 13F Clearwater Capital Advisors, LLC 72.714 -1,44 7.759 -1,51
2026-02-13 13F Colony Group, LLC 547.619 6,17 58.431 6,09
2026-04-10 13F High Probability Advisors, LLC 1.971 0,00 210 -0,48
2025-11-14 13F NCM Capital Management, LLC 0 -100,00 0
2026-04-15 13F BDFS Capital LLC 2.764 -0,90 294 -1,01
2026-03-02 13F Bank Of Hawaii 151.440 -6,77 16.159 -6,84
2026-04-08 13F Community Financial Services Group, LLC 4 0
2026-04-09 13F Elmwood Wealth Management, Inc. 75.696 20,23 8.062 20,01
2026-04-20 13F MBM Wealth Consultants, LLC 35.894 -1,59 3.823 -1,77
2026-02-04 13F Meridian Wealth Management, LLC 19.839 24,23 2.117 24,11
2026-01-15 13F Lodestone Wealth Management LLC 2.398 0,00 256 -0,39
2026-04-13 13F Uptown Financial Advisors LLC 1.935 0,00 206 0,00
2026-04-15 13F Merit Financial Group, LLC 241.506 52,39 25.720 52,11
2025-11-13 13F GeoWealth Management, LLC 0 -100,00 0
2026-02-13 13F Neuberger Berman Group LLC 7.390 22,55 789 22,55
2026-01-30 13F AMG National Trust Bank 38.828 7,37 4.143 7,28
2026-02-17 13F Keebeck Wealth Management, LLC 9.970 1,66 1.064 1,53
2026-01-20 13F Independence Bank of Kentucky 1.365 0,00 146 0,00
2026-04-02 13F Collective Family Office Llc 6.570 0,00 700 -0,29
2026-04-24 13F Flagship Private Wealth, LLC 6.564 42,45 699 42,36
2026-02-06 13F Advisory Alpha, LLC 16.022 -2,40 1.710 -2,34
2026-02-12 13F Alaethes Wealth LLC 86.378 -10,61 9.217 -10,67
2026-02-17 13F Fairview Capital Investment Management, Llc 39.850 0,00 4.252 -0,09
2026-04-15 13F Brady Martz Wealth Solutions, LLC 6.922 6,94 737 6,81
2026-02-12 13F Collier Financial 777 0,52 83 1,22
2026-04-13 13F Foster Group, Inc. 3.131 0,48 333 0,30
2026-02-04 13F Rinkey Investments 9.058 0,00 966 -0,10
2026-02-13 13F MAI Capital Management 27.672 0,29 2.953 0,20
2026-04-15 13F Redhawk Wealth Advisors, Inc. 10.935 -9,93 1.165 -10,12
2026-02-09 13F Collaborative Wealth Managment Inc. 3.562 0,03 380 0,00
2026-02-09 13F First National Trust Co 11.991 8,60 1.279 8,57
2026-02-13 13F Arete Wealth Advisors, LLC 2.240 0,00 0
2026-02-17 13F Power Wealth Management Llc 4.624 -1,72 493 -1,79
2026-02-04 13F Global Wealth Management Investment Advisory, Inc. 2.929 9,37 313 9,47
2026-04-07 13F Park Avenue Securities Llc 102.078 20,08 11 11,11
2026-04-27 13F Wbh Advisory Inc 5.148 0,00 548 -0,36
2026-04-15 13F Riversedge Advisors, Llc 3.531 -4,64 376 -4,81
2026-04-28 13F Split Rock Private Trading & Wealth Management, LLC 2.175 232
2026-02-06 13F Csenge Advisory Group 5.053 14,81 539 14,93
2026-04-28 13F Whittier Trust Co 6.088 61,74 647 60,95
2026-02-13 13F McAdam, LLC 12.248 -1,98 1.307 -2,10
2026-04-22 13F BWM Planning, LLC 36.356 40,88 3.872 40,61
2026-02-14 13F Rockefeller Capital Management L.P. 293.208 7,66 31.285 7,58
2026-04-07 13F Farther Finance Advisors, LLC 40.141 -6,99 4.270 -7,27
2025-11-06 13F MidAtlantic Capital Management, Inc. 0 -100,00 0
2026-04-13 13F Conrad Siegel Investment Advisors, Inc. 2.135 227
2026-02-05 13F Atria Investments Llc 27.051 -13,68 2.886 -13,75
2026-04-22 13F Wealth Advisory Solutions, LLC 2.222 0,00 237 -0,42
2025-10-31 13F Cheviot Value Management, LLC 0 -100,00 0
2026-02-17 13F Raymond James Financial Inc 521.665 1,54 55.662 1,46
2026-04-13 13F Winthrop Advisory Group LLC 2.439 1,84 260 1,57
2026-04-10 13F Revolve Wealth Partners, LLC 4.954 -2,44 528 -2,59
2026-03-16 13F John A. Wolfe & Associates, Inc. 486.884 271
2026-01-21 13F Petra Financial Advisors Inc 5.863 0,77 626 0,64
2025-11-12 13F One Wealth Capital Management, Llc 0 -100,00 0
2026-02-05 13F Bessemer Group Inc 15.916 -10,06 2 0,00
2026-01-28 13F Confluence Wealth Services, Inc. 24.242 2,52 2.587 2,46
2025-11-14 13F Full Sail Capital, LLC 4.110 439
2026-01-28 13F Aspen Wealth Strategies, LLC 6.010 -1,96 641 -1,99
2026-02-17 13F Cresset Asset Management, LLC 11.890 -31,78 1.269 -31,86
2026-04-15 13F Apex Wealth Management, LLC 50.103 1.085,31 5.336 1.080,31
2026-04-22 13F RMR Wealth Builders 294.637 2,29 31.379 2,10
2026-04-21 13F HCR Wealth Advisors 4.000 0,00 426 0,00
2026-02-23 13F Beaird Harris Wealth Management, LLC 18.776 3,63 2.003 3,57
2026-04-24 13F Essex Financial Services, Inc. 4.879 0,00 520 -0,19
2026-01-23 13F Assetmark, Inc 49.950 -4,92 5.330 -4,99
2026-04-20 13F Clune & Associates, Ltd. 31.451 -23,89 3.350 -24,04
2026-02-02 13F Partners in Financial Planning 100.240 2,33 10.696 2,26
2026-04-20 13F Fiduciary Alliance LLC 1.946 -4,04 207 -4,17
2026-02-03 13F Oak Family Advisors, Llc 0 -100,00 0 -100,00
2026-04-29 13F Strategic Blueprint, LLC 11.542 -8,73 1.229 -8,90
2026-04-21 13F PDS Planning, Inc 111.837 12,22 11.911 12,01
2026-02-04 13F Nwam Llc 8.957 -28,66 956 -28,73
2026-04-13 13F Massmutual Trust Co Fsb/adv 8.554 -0,98 911 -1,09
2026-04-08 13F Warner Financial, Inc 3.784 0,00 403
2026-04-22 13F Gemmer Asset Management LLC 2.132 0,47 227 0,44
2026-04-16 13F Intergy Private Wealth, LLC 11.375 0,25 1.211 0,08
2025-11-13 13F Chesapeake Capital Corp /il/ 0 -100,00 0
2026-02-13 13F Financial Network Wealth Advisors LLC 243 0,83 26 0,00
2026-04-13 13F Wiser Wealth Management, Inc 19.973 0,82 2.127 0,66
2026-02-05 13F Mission Wealth Management, Lp 2.346 0,00 250 0,00
2025-11-12 13F CIBC Bancorp USA Inc. 221.113 23.610
2026-02-17 13F Susquehanna International Group, Llp 0 -100,00 0
2026-04-20 13F LVW Advisors, LLC 230.341 5,83 24.531 5,63
2026-04-22 13F Uniting Wealth Partners, LLC 4.685 499
2026-02-11 13F Dorsey & Whitney Trust CO LLC 4.346 1,90 464 1,76
2026-02-13 13F Pinnacle Wealth Planning Services, Inc. 2.000 0,00 213 0,00
2026-01-15 13F MEMBERS Trust Co 179.789 -0,47 19.183 -0,54
2026-02-05 13F May Hill Capital, LLC 37.152 89,36 3.964 89,21
2026-02-12 13F Godshalk Welsh Capital Management, Inc. 13.950 2,39 1.488 2,34
2026-02-13 13F Advyzon Investment Management, LLC 5.705 5,53 609 5,37
2026-02-17 13F Equitable Holdings, Inc. 7.701 18,81 822 18,64
2026-02-17 13F Prosperity Consulting Group, LLC 4.354 2,71 465 2,65
2026-04-16 13F Allegheny Financial Group LTD 18.064 0,00 1.924 -0,21
2026-01-30 13F Us Bancorp \de\ 530.406 -1,59 56.594 -1,66
2025-11-07 13F Certus Wealth Management, LLC 8.050 -25,03 860 -24,72
2026-04-16 13F Prairiewood Capital, LLC 9.130 2,78 972 2,64
2026-02-09 13F Fidelis Capital Partners, LLC 2.501 -12,28 267 -12,50
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-02-13 13F Wright Wealth Llc 8.482 905
2026-04-20 13F L.K. Benson & Company, P.C. 15.872 2,78 1.690 2,61
2025-11-12 13F Willow Creek Wealth Management Inc. 421.947 10,67 45.056 11,12
2026-01-29 13F Cornerstone Investment Partners, LLC 3.653 -1,40 390 -1,52
2026-04-09 13F Park Place Capital Corp 3.458 0,44 368 0,27
2026-02-12 13F BlackRock, Inc. 27.503 141,00 2.935 140,89
2026-02-25 13F Thryve Wealth Management Llc 2.210 236
2026-02-12 13F Commonwealth Equity Services, Llc 614.591 0,80 65.577 100.786,15
2026-04-15 13F Fifth Third Securities, Inc. 22.354 -1,90 2.381 -2,10
2026-02-04 13F Greenwood Gearhart Inc 15.000 0,00 1.600 -0,06
2026-04-20 13F Naples Global Advisors, Llc 33.720 11,84 3.591 11,63
2026-04-27 13F GenTrust, LLC 6.215 -45,33 662 -45,46
2026-02-10 13F Ade, Llc 15.996 -16,12 1.707 -16,21
2026-02-09 13F Strategic Financial Services, Inc, 11.713 83,24 1.256 84,02
2026-02-17 13F Boreal Capital Management LLC 400 0,00 43 0,00
2026-04-24 13F Goldstone Financial Group, LLC 2.004 0,30 213 0,00
2026-02-10 13F Lido Advisors, LLC 29.815 12,45 3.182 12,40
2026-04-07 13F Retirement Wealth Solutions LLC 117 0,86 12 0,00
2026-02-10 13F MainStreet Investment Advisors LLC 10.084 0,15 1.076 0,00
2026-02-12 13F Colonial Trust Advisors 5.020 0,00 536 -0,19
2026-04-24 13F Private Advisor Group, LLC 98.130 5,36 10.451 5,16
2026-04-22 13F Clear Creek Financial Management, LLC 5.969 6,21 636 6,01
2026-02-09 13F Koesten, Hirschmann & Crabtree, INC. 0 -100,00 0
2026-04-09 13F Kwmg, Llc 17.404 -6,59 1.854 -6,74
2026-02-13 13F Citigroup Inc 1.392.758 12,06 148.607 11,98
2026-04-08 13F First Heartland Consultants, Inc. 16.714 28,81 1.780 28,61
2026-04-08 13F Lineweaver Wealth Advisors, LLC 0 -100,00 0
2026-01-29 13F Guardian Asset Advisors, LLC 2.287 0,70 244 0,41
2026-04-08 13F Sax Wealth Advisors, Llc 10.579 0,00 1.129 0,00
2026-04-27 13F Legacy Financial Group, Inc. 27.408 -3,91 2.919 -4,11
2026-02-05 13F Avantax Planning Partners, Inc. 52.220 -11,75 5.572 -11,82
2026-01-30 13F Citizens Financial Group Inc/ri 262.501 -0,28 28.009 -0,36
2025-11-10 13F Atlantic Trust, LLC 0 -100,00 0
2026-04-07 13F Central Pacific Bank - Trust Division 3.168 -46,92 337 -47,01
2026-04-28 13F K2 Financial Inc. 37.717 3,26 4.024 3,07
2025-11-13 13F Promus Capital, LLC 403 -37,13 43 -36,76
2026-04-20 13F Chatterton & Associates Inc. 4.156 81,25 443 81,15
2026-04-15 13F Journey Strategic Wealth Llc 16.594 -2,07 1.767 -2,27
2026-04-22 13F Aua Capital Management, Llc 67.377 0,00 7.176 -0,19
2025-11-14 13F Gen-Wealth Partners Inc 0 -100,00 0
2026-02-04 13F Hirtle Callaghan & Co LLC 2.192 20,11
2026-02-10 13F Hilltop Partners LLC 6.219 0,02 664 0,00
2025-11-12 13F First Trust Advisors Lp 0 -100,00 0
2026-02-05 13F Western Wealth Management, LLC 3.098 52,16 331 52,07
2026-02-17 13F Aqr Capital Management Llc 5.709 0,00 609 0,00
2026-04-15 13F Valley National Advisers Inc 226 165,88 0
2026-02-11 13F Cypress Capital Group 16.035 3,19 1.711 3,07
2025-10-29 13F Platform Technology Partners 0 -100,00 0
2026-04-20 13F Joel Adams & Associates, Inc. 7.896 0,42 841 0,24
2026-02-13 13F Flow Traders U.s. Llc 3.467 -96,44 0 -100,00
2026-02-02 13F Fifth Third Bancorp 2.600 -50,40 277 -50,45
2026-02-17 13F German American Bancorp, Inc. 0 -100,00 0
2026-02-04 13F Rockbridge Investment Management, LCC 13.300 0,35 1.419 0,28
2026-02-17 13F Citadel Advisors Llc 71.290 -4,77 7.607 -4,84
2026-02-17 13F Fmr Llc 22.551 25,28 2.406 25,18
2026-02-18 13F NFP Retirement, Inc. 3.005 0,00 321 0,00
2026-02-17 13F Northern Trust Corp 12.226 67,39 1.305 67,39
2025-10-31 13F Ewa, Llc 0 -100,00 0 -100,00
2026-04-29 13F Montag A & Associates Inc 9.526 8,51 1.015 8,33
2026-04-10 13F YHB Investment Advisors, Inc. 5.978 0,76 637 0,47
2026-04-08 13F Sapient Capital Llc 0 -100,00 0
2026-04-20 13F Brandywine Oak Private Wealth Llc 145.350 6,23 15.480 6,03
2026-04-21 13F Cambient Family Office, Llc 37.858 26,87 4.032 26,64
2026-02-06 13F Synergy Investment Management, LLC 5.332 2,99 569 2,90
2026-02-13 13F Brown Advisory Inc 0 -100,00 0
2026-04-13 13F Parkwoods Wealth Partners, LLC 14.067 206,14 1.498 205,71
2026-03-04 13F AG Campbell Advisory, LLC 19 2
2026-02-10 13F IF Advisors, LLC 37.378 3.988
2026-02-13 13F Umb Bank N A/mo 43.263 62,36 4.616 62,25
2026-02-04 13F Rock Point Advisors, LLC 8.680 0,47 926 0,43
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 197.812 -25,26 20.639 -27,05
2026-04-09 13F TruWealth Advisors, LLC 0 -100,00 0
2026-02-05 13F Elyxium Wealth, LLC 90 10
2026-04-29 13F TriaGen Wealth Management LLC 8.541 0,00 910 -0,22
2026-01-28 13F SP Asset Management LLC 5.625 0,86 600 0,84
2026-02-11 13F Everett Harris & Co /ca/ 3.000 0,00 320 0,00
2026-04-17 13F Mezzasalma Advisors, LLC 3.396 -14,16 362 -14,45
2026-04-28 13F Libra Wealth Llc 5.699 0,00 607 -0,33
2026-04-22 13F Penney Financial, LLC 24.446 -0,65 2.603 -0,84
2025-11-07 13F Jacobi Capital Management LLC 0 -100,00 0
2026-04-24 13F Heritage Investors Management Corp 3.000 0,00 0
2026-02-02 13F Mutual Advisors, LLC 21.150 -2,50 2.257 -2,30
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-02-11 13F Parallel Advisors, LLC 14.020 19,67 1.496 19,50
2026-02-17 13F Wit, Llc 418.588 0,00 44.663 -0,07
2026-02-03 13F Crestwood Advisors Group LLC 508.002 9,93 54.204 9,85
2026-04-21 13F Capital Investment Counsel, Inc 659 0,00 70 0,00
2026-02-13 13F Mariner, LLC 873.911 4,31 93.246 4,23
2026-02-02 13F Manhattan West Asset Management, LLC 37.872 -0,19 4.041 -0,27
2026-04-28 13F Flagship Harbor Advisors, Llc 10.806 1.151
2026-01-07 13F Procyon Private Wealth Partners, LLC 8.357 24,64 892 24,62
2026-02-10 13F Cherry Tree Wealth Management, LLC 4.006 -5,85 427 -5,95
2026-04-21 13F One Wealth Advisors, LLC 2.062 -29,70 220 -29,81
2026-02-17 13F Alliancebernstein L.p. 5.563 35,02 594 35,08
2026-01-26 13F Sonata Capital Group Inc 9.036 0,00 964
2026-02-17 13F Quantinno Capital Management LP 115.639 -3,59 12.339 -3,67
2026-04-22 13F Abundance Wealth Counselors 123.854 5,44 13.190 5,24
2026-04-24 13F Keybank National Association/oh 8.419 -2,70 897 -2,93
2026-01-29 13F Elevated Financial Group LLC 2.386 255
2026-02-10 13F Private Wealth Asset Management, LLC 2.806 -14,89 299 -15,06
2026-04-20 13F Eagle Strategies LLC 2.838 29,65 302 29,61
2026-02-10 13F Garde Capital, Inc. 0 -100,00 0
2026-02-17 13F Blair William & Co/il 34.246 -0,04 3.654 -0,11
2026-02-06 13F Kingdom Financial Group LLC. 189 20
2026-04-21 13F Wealth Effects Llc 3.180 38,74 339 38,52
2026-02-06 13F Condor Capital Management 75.734 1,19 8.081 1,11
2026-04-28 13F MBL Wealth, LLC 118.521 29,29 12.622 29,06
2026-02-17 13F Two Sigma Securities, Llc 0 -100,00 0
2026-04-23 13F Investment Planning Advisors, Inc. 6.629 1,50 706 1,29
2026-01-29 13F Traction Financial Partners, LLC 3.741 -1,58 399 -1,48
2026-02-13 13F Cape Cod Five Cents Savings Bank 3.358 0,00 357 0,00
2026-02-02 13F Cornerstone Planning Group LLC 205 -6,82 22 -8,70
2026-02-12 13F Hollencrest Capital Management 36 0,00 4 0,00
2026-02-12 13F Bank Of Montreal /can/ 662.627 8,66 70.702 8,58
2026-04-28 13F Golden State Equity Partners 10.038 1.069
2026-04-21 13F Wise Wealth Partners 2.994 0,44 319 0,00
2026-04-13 13F Gradient Investments LLC 8.671 0,14 923 0,00
2026-02-12 13F Bank of Jackson Hole Trust 0 -100,00 0
2026-01-23 13F Beacon Harbor Wealth Advisors, Inc. 12.911 0,00 1.378 -0,07
2026-02-04 13F Heritage Wealth Management, Inc. /CA/ 3.340 0,00 356 0,00
2025-11-06 13F Abich Financial Wealth Management LLC 10 1
2026-02-09 13F Kingsview Wealth Management, LLC 4.563 -0,65 487 -0,82
2026-04-23 13F McBroom & Associates, LLC 22.126 -5,38 2.356 -5,53
2026-02-12 13F Steward Partners Investment Advisory, Llc 17.372 -17,11 1.854 -17,17
2026-01-28 13F Salomon & Ludwin, LLC 663.262 4,30 70.851 4,44
2026-02-04 13F Brio Consultants, LLC 69.893 6,42 7.458 6,33
2026-02-13 13F Gould Asset Management Llc /ca/ 9.005 37,17 961 36,95
2026-04-06 13F GAMMA Investing LLC 179.558 16,15 19.123 15,93
2026-02-12 13F Hrt Financial Lp 4.441 0
2026-04-23 13F Mayflower Financial Advisors, LLC 40.338 1,57 4.296 1,39
2026-04-29 13F Sigma Investment Counselors Inc 23.286 32,99 2.480 32,71
2026-02-09 13F White Lighthouse Investment Management Inc. 12.636 0,00 1.348 -0,07
2026-02-10 13F Natixis Advisors, L.p. 42.437 21,45 5 33,33
2026-04-07 13F Blueline Advisors Llc 1.604 171
2026-01-29 13F Atlas Legacy Advisors, LLC 2.633 -10,59 281 -10,83
2026-02-13 13F Pathstone Holdings, LLC 21.879 -2,96 2.334 -3,03
2026-02-11 13F Jessup Wealth Management, Inc 1.884 -54,40 201 -54,42
2026-04-09 13F Everhart Financial Group, Inc. 7.801 -0,31 831 -0,48
2026-01-30 13F Cosner Financial Group, LLC 9.873 -1,04 1.053 -1,13
2026-02-04 13F Ameritas Advisory Services, LLC 8.700 7.531,58 928 7.633,33
2026-04-17 13F BCS Wealth Management 2.292 -50,00 244 -50,10
2026-02-17 13F XTX Topco Ltd 2.787 297
2026-02-13 13F Integrity Financial Corp /WA 1.925 54,62 205 55,30
2026-02-13 13F First National Bank Of Omaha 124.661 6.292,87 13.300 6.356,31
2026-04-27 13F Boyd Watterson Asset Management Llc/oh 329 0,00 35 0,00
2026-04-09 13F McNamara Financial Services, Inc. 49.477 1,94 5.269 1,76
2026-04-28 13F Integrated Advisors Network LLC 52.262 -40,57 5.566 -40,69
2026-04-10 13F Rede Wealth, LLC 5.170 7,62 551 7,42
2026-04-21 13F Paradigm Financial Partners, Llc 16.980 -5,40 1.808 -5,59
2026-04-09 13F DHJJ Financial Advisors, Ltd. 24 3
2026-04-28 13F Ntv Asset Management Llc 2.768 -13,12 295 -13,27
2026-02-13 13F Stifel Financial Corp 315.642 -3,50 33.679 -3,57
2026-01-22 13F Bartlett & Co. Wealth Management Llc 3.005 -18,32 321 -18,37
2026-04-22 13F Foundation Wealth Management, LLC\PA 1.949 0,00 208 0,00
2026-01-08 13F Sentinel Wealth Management, Inc. 45.920 -0,60 4.900 -0,67
2026-04-07 13F Eastern Bank 31 0,00 3 0,00
2026-02-04 13F Hallmark Capital Management Inc 806 0,00 86 0,00
2026-01-26 13F Valmark Advisers, Inc. 42.724 10,02 4.559 9,94
2025-11-03 13F Stage Harbor Financial, Llc 0 -100,00 0
2026-04-27 13F Hunter Associates Investment Management Llc 5.000 0,00 1
2026-02-04 13F Biltmore Family Office, LLC 4.680 0,00 499 0,00
2026-04-17 13F Discipline Wealth Solutions, LLC 6.559 -7,18 699 -7,30
2026-04-15 13F Curbstone Financial Management Corp 40.460 0,50 4.309 0,30
2026-04-27 13F Td Private Client Wealth Llc 149.522 13,09 15.924 12,89
2026-04-14 13F Nbc Securities, Inc. 3.326 36,31 354 36,15
2026-04-29 13F ArborFi Advisors, LLC 6.532 6,02 696 5,78
2026-02-17 13F/A Kovack Advisors, Inc. 2.666 -8,57 284 -8,68
2026-04-21 13F Waterway Wealth Management, LLC 100.733 2,82 10.728 2,63
2026-02-13 13F 10Elms LLP 435 0,00 46 0,00
2026-02-13 13F Baird Financial Group, Inc. 83.926 13,86 8.955 13,76
2026-04-16 13F Ballast Rock Private Wealth LLC 16.220 0,02 1.727 -0,17
2026-02-17 13F Vertex Planning Partners, LLC 0 -100,00 0 -100,00
2026-01-27 13F Dravo Bay Llc 8.939 7,54 954 7,44
2026-01-28 13F Chicago Partners Investment Group LLC 17.633 23,45 1.889 24,28
2026-02-11 13F LPL Financial LLC 1.033.462 11,32 110.270 11,24
2025-11-04 13F Raleigh Capital Management Inc. 0 -100,00 0
2026-02-06 13F Flaharty Asset Management, LLC 6.312 151,88 673 152,06
2026-01-28 13F Wingate Wealth Advisors, Inc. 12.210 124,70 1.303 124,48
2025-11-14 13F L2 Asset Management, LLC 0 -100,00 0
2026-01-21 13F Modera Wealth Management, LLC 252.622 3,09 26.955 3,02
2026-01-23 13F Rsm Us Wealth Management Llc 23.601 -1,96 2.518 -2,02
2026-04-22 13F Caldwell Trust Co 201 0,00 21 0,00
2026-04-22 13F Investment Advisory Group, LLC 3.464 0,00 369 -0,27
2026-02-12 13F Financial Engines Advisors L.L.C. 22.115 35,54 2.360 35,42
2026-01-15 13F Bernard Wealth Management Corp. 450 0,00 48 0,00
2026-01-16 13F Trust Co Of Vermont 160 17
2025-11-12 13F Accredited Wealth Management, LLC 52 -97,50 234 5,88
2025-10-29 13F DeDora Capital, Inc. 0 -100,00 0
2026-04-17 13F Stewardship Advisors, LLC 10.927 -17,49 1.164 -17,69
2025-11-04 13F Tyche Wealth Partners LLC 0 -100,00 0
2025-11-12 13F Napa Wealth Management 1.974 0,00 211 0,48
2026-04-24 13F Mills Wealth Advisors LLC 3.654 389
2026-01-21 13F West Paces Advisors Inc. 3.535 83,64 377 83,90
2026-02-09 13F Westover Capital Advisors, LLC 7.778 11,13 830 10,98
2026-04-17 13F Summit Wealth Partners, LLC 4.599 16,08 490 15,88
2026-01-14 13F Donaldson Capital Management, Llc 5.297 0,00 565 0,00
2026-02-09 13F Firestone Capital Management 2.794 14,32 298 14,62
2025-11-04 13F Pineridge Advisors LLC 23.002 2.456
2026-01-16 13F Postrock Partners Llc 8.400 0,00 896 0,00
2026-01-26 13F Private Trust Co Na 4.081 237,27 435 237,21
2026-01-30 13F Wealthfront Advisers Llc 11.432 4,78 1.220 4,73
2026-02-13 13F South Plains Financial, Inc. 3.796 0,00 405 0,00
2026-02-04 13F Dynamic Wealth Strategies, LLC 10.341 -7,79 1.103 -7,85
2026-02-06 13F HighTower Advisors, LLC 496.911 4,19 53.020 4,11
2026-04-17 13F United Advisor Group, LLC 18.682 76,33 1.990 76,02
2026-04-21 13F Sequent Planning LLC 2.618 279
2026-02-18 13F GWM Advisors LLC 82.048 10,52 8.755 10,43
2026-04-14 13F Lockerman Financial Group, Inc. 2.601 0,00 277 0,00
2026-04-28 13F DGS Capital Management, LLC 330.165 -2,09 35.163 -2,28
2026-02-17 13F VestGen Advisors, LLC 10.328 57,61 1.102 57,51
2026-02-12 13F Colonial Trust Co / SC 5.376 0,00 574 -0,17
2026-04-22 13F Atlantic Edge Private Wealth Management, LLC 1.300 0,00 138 0,00
2026-04-10 13F Waldron Private Wealth LLC 5.925 16,38 631 16,21
2026-04-27 13F Syntegra Private Wealth Group, LLC 49.465 11,84 5.268 11,63
2026-02-18 13F Veratis Advisors, Inc. 12.856 1.381
2026-04-20 13F BTC Capital Management, Inc. 21.664 578,27 2.307 578,53
2026-02-10 13F Madison Wealth Partners, Inc 4.405 -13,05 470 -13,15
2026-04-22 13F Onyx Bridge Wealth Group LLC 5.121 0,41 545 0,18
2025-11-14 13F/A NorthRock Partners, LLC 0 -100,00 0
2026-04-27 13F Pensionmark Financial Group, Llc 78.064 17,22 8.314 17,00
2026-02-13 13F Ally Invest Advisors Inc. 23.247 8,41 2.480 8,34
2026-04-16 13F Capital Investment Advisors, LLC 12.060 -2,35 1.284 -2,51
2026-01-15 13F Jaffetilchin Investment Partners, LLC 2.317 0,00 247 0,00
2026-01-20 13F Maryland Capital Advisors Inc. 13.433 -0,97 1.433 -1,04
2026-04-23 13F Caliber Wealth Management, LLC / KS 2.068 -45,52 220 -45,68
2026-02-17 13F Advisor Group Holdings, Inc. 262.290 -5,84 27.991 -5,97
2026-02-06 13F Aviance Capital Partners, LLC 8.184 0,22 873 0,23
2026-04-23 13F North Star Investment Management Corp. 32.088 30,28 3.417 30,02
2026-02-11 13F Truepoint, Inc. 425.683 3,06 45.420 2,99
2026-02-10 13F Colton Groome Financial Advisors, Llc 14.691 18,32 1.568 18,26
2026-04-13 13F IFP Advisors, Inc 13.042 5,44 1.389 5,23
2026-04-20 13F Apella Capital, LLC 418.476 1,80 44.656 1,81
2026-04-28 13F Lansing Street Advisors 2.134 0,38 227 0,44
2026-04-14 13F Shrier Wealth Management, Llc 3.175 338
2026-01-27 13F Human Investing LLC 11.342 -7,23 1.210 -7,28
2026-04-15 13F ARS Wealth Advisors Group, LLC 9.924 0,00 1.057 -0,19
2026-02-23 13F Investments & Financial Planning, LLC 3.957 -0,83 422 -0,94
2026-04-23 13F American National Bank 1.584 -76,82 169 -76,95
2026-02-09 13F Choate Investment Advisors 28.825 0,00 3.076 -0,06
2026-04-07 13F Anderson Hoagland & Co 52.127 1,11 5.552 0,93
2026-04-22 13F TruNorth Capital Management, LLC 9.734 -3,34 1.037 -3,54
2026-04-17 13F Vermillion Wealth Management, Inc. 18 0,00 2 0,00
2026-02-12 13F Rossby Financial, LCC 365 -68,99 39 -69,60
2026-04-03 13F Global Wealth Strategies & Associates 214 23
2026-04-20 13F Morton Brown Family Wealth, LLC 55.101 2,41 5.868 2,23
2026-01-21 13F Prime Capital Investment Advisors, LLC 146.677 3,84 15.650 3,76
2026-02-17 13F Quadrature Capital Ltd 0 -100,00 0
2026-04-17 13F RFG Advisory, LLC 28.542 7,08 3.040 6,86
2026-04-21 13F Mayport, Llc 17.478 2,81 1.861 2,59
2026-04-17 13F Legacy Wealth Partners, LLC 0 -100,00 0
2025-11-20 13F First Affirmative Financial Network 7.925 0,52 846 0,95
2026-01-26 13F AE Wealth Management LLC 13.990 430,53 1.493 430,96
2026-02-19 13F CI Private Wealth, LLC 90.413 -6,85 9.647 -6,91
2026-04-23 13F Equita Financial Network, Inc. 32.447 5,45 3.456 5,24
2025-11-03 13F LRI Investments, LLC 0 -100,00 0
2026-02-04 13F Bailard, Inc. 199.528 63,16 21.290 63,03
2026-04-09 13F Wedmont Private Capital 13.813 -5,36 1.472 -5,71
2026-04-23 13F Embree Financial Group 2.342 0,43 249 0,40
2026-02-13 13F Nicolet Advisory Services, Llc 77.478 14,19 8.284 14,47
2026-04-24 13F Smithbridge Asset Management Inc/de 11.492 -50,00 1.224 -50,12
2026-01-27 13F First Horizon Corp 3.124 41,94 333 41,70
2026-02-12 13F Johnson Financial Group, Inc. 1.883 0,00 201 -0,50
2026-04-10 13F Jacobson & Schmitt Advisors, Llc 7.415 15,88 790 15,69
2025-11-14 13F Toroso Investments, LLC 0 -100,00 0 -100,00
2026-01-29 13F Ashton Thomas Private Wealth, LLC 6.022 -12,61 643 -12,65
2026-02-09 13F Hantz Financial Services, Inc. 26 0,00 0
2026-02-17 13F Wealth Architects, LLC 33.751 10,72 3.601 10,63
2026-04-22 13F Pinnacle Bancorp, Inc. 21.428 0,21 2.282 0,04
2026-02-09 13F Hartland & Co., LLC 32.919 1,77 3.512 1,68
2026-02-06 13F Burling Wealth Partners, Llc 2.710 289
2025-11-07 13F W.G. Shaheen & Associates DBA Whitney & Co 0 -100,00 0 -100,00
2026-04-13 13F Arkansas Financial Group, Inc. 175.251 0,56 18.673 0,41
2026-04-15 13F Code Waechter LLC 5.514 0,00 587 -0,17
2026-02-11 13F Greykasell Wealth Strategies, Inc. 294 5,00 31 6,90
2026-02-12 13F Zevin Asset Management Llc 6.541 698
2026-02-17 13F Cetera Investment Advisers 260.295 3,74 27.774 3,66
2026-04-13 13F St Germain D J Co Inc 9.955 2,20 1.060 2,02
2025-11-12 13F/A Tableaux Llc 0 -100,00 0
2026-01-30 13F/A M&t Bank Corp 118.032 34,31 12.594 34,21
2026-02-13 13F Clarity Asset Management, Inc. 30 0,00 3 0,00
2026-04-21 13F RCS Financial Planning, LLC 13.286 1,47 1.415 1,29
2026-01-20 13F White & Co Financial Planning Inc 2.277 0,00 243 -0,41
2026-02-10 13F Jordan Park Group LLC 8.329 27,37 889 27,22
2026-02-17 13F Royal Bank Of Canada 540.978 3,70 57.722 3,63
2026-02-04 13F Timonier Family Office, LTD. 9.807 -19,71 1.046 -19,79
2026-04-03 13F Waller Financial Planning Group, Inc 4.364 15,18 465 14,85
2026-02-11 13F FLC Capital Advisors 19.686 6,76 2.100 6,65
2026-04-21 13F Clarus Group, Inc. 3.868 -45,47 412 -45,63
2026-02-17 13F Signal Tree Financial Partners Llc 34.474 1,45 3.678 1,55
2026-02-18 13F Crusonia Wealth Advisors LLC 15.082 1.609
2026-04-28 13F Bfsg, Llc 2.994 13,15 319 12,77
2026-01-07 13F BCGM Wealth Management, LLC 3.826 -7,65 408 -7,69
2026-02-17 13F Ameriprise Financial Inc 1.026.104 0,61 109.553 0,88
2026-04-17 13F Viewpoint Capital Management LLC 0 -100,00 0
2026-01-15 13F LeConte Wealth Management, LLC 7.960 7,77 849 7,74
2026-04-28 13F Robertson Stephens Wealth Management, LLC 2.373 0,00 253 -0,40
2026-04-29 13F Axxcess Wealth Management, Llc 0 -100,00 0
2026-02-04 13F HORAN Wealth, LLC 2.531 23,77 270 23,85
2026-02-13 13F City Of London Investment Management Co Ltd 130.304 0,00 13.903 -0,07
2026-02-11 13F Ameritas Investment Partners, Inc. 11.057 1.180
2026-02-17 13F Trustmark National Bank Trust Department 10.220 0,00 1.090 -0,09
2025-10-29 13F Aspire Private Capital, LLC 2.150 0,00 229 0,00
2026-02-13 13F Mml Investors Services, Llc 128.990 27,05 13.763 26,96
2026-04-14 13F Juncture Wealth Strategies, Llc 16.625 -1,49 1.771 -1,67
2026-02-13 13F Becker Capital Management Inc 10.030 -9,72 1.070 -9,78
2026-04-10 13F Novem Group 5.436 -0,13 579 -0,34
2026-02-13 13F SRS Capital Advisors, Inc. 6.074 648
2026-04-20 13F KFA Private Wealth Group, LLC 22.298 5,10 2.375 4,90
2026-04-21 13F Old National Bancorp /in/ 262.352 -6,83 27.940 -7,01
2026-04-29 13F Cary Street Partner Investment Advisory Llc 6.697 713
2026-02-17 13F Second Line Capital, LLC 2.990 319
2026-01-29 13F Sanctuary Advisors, LLC 95.662 11,85 10.207 11,77
2026-02-09 13F M3 Wealth Management, LLC 2.014 215
2026-02-13 13F Integrated Wealth Concepts LLC 32.959 -59,30 3.517 -59,33
2026-04-08 13F Lpwm Llc 2.501 266
2026-04-16 13F Brookstone Capital Management 124.842 12,41 13.296 12,19
2026-02-09 13F Coordinated Financial Services, Inc. 2.839 0,82 303 0,67
2026-02-11 13F Jpmorgan Chase & Co 640.659 0,93 68.358 0,85
2026-04-28 13F O'Domhnaill Enterprises, Inc. 40.132 425,84 4.274 425,06
2026-01-28 13F Geneos Wealth Management Inc. 1.907 0,00 203 0,00
2026-02-09 13F Diversified Portfolios, Inc. 46.929 -22,50 5.007 -22,56
2026-02-13 13F Resources Investment Advisors, LLC. 22.813 -3,27 2.434 -3,34
2026-04-28 13F Whittier Trust Co Of Nevada Inc 2.388 -31,52 254 -31,99
2026-01-30 13F Catalytic Wealth RIA, LLC 4.507 0,00 481 -0,21
2026-04-15 13F Wealthcare Capital Management Llc 27.043 25,82 2.880 25,60
2026-02-12 13F CIBC Private Wealth Group, LLC 225.669 2,09 24.079 2,01
2026-02-05 13F Financial Strategies Group, Inc. 13.229 3,17 1.414 3,82
2026-01-12 13F Fiduciary Financial Group, Llc 0 -100,00 0
2026-01-14 13F Brewster Financial Planning LLC 24.831 16,87 2.649 16,80
2026-04-27 13F Truist Financial Corp 53.249 -18,35 5.671 -18,51
2026-01-30 13F Rogco, Lp 26.427 18,69 2.820 18,59
2026-02-13 13F Seaside Wealth Management, Inc. 14.373 -2,40 1.534 -2,48
2026-02-02 13F Sachetta, LLC 0 -100,00 0
2026-04-29 13F Tilson Financial Group, Inc. 5.600 -1,96 596 -2,13
2026-04-27 13F FF Advisors,LLC 6.535 33,04 697 33,02
2026-04-15 13F Scott Capital Advisors, LLC 5.364 -27,53 572 -27,63
2026-02-13 13F Aptus Capital Advisors, LLC 17.216 48,34 1.837 48,18
2026-01-16 13F Cyr Financial Inc. 0 -100,00 0
2026-02-09 13F King Luther Capital Management Corp 4.576 -2,49
2026-04-08 13F Grove Bank & Trust 115.406 1,50 12.291 1,31
2026-04-21 13F Columbus Macro, LLC 0 -100,00 0
2026-04-23 13F Bridge Generations Wealth Management Llc 17.025 0,00 1.813 -0,17
2026-04-23 13F Summit Wealth Group Llc / Co 2.504 267
2026-04-28 13F W.H. Cornerstone Investments Inc. 5.332 0,38 568 0,18
2026-04-22 13F Apollon Wealth Management, LLC 3.921 26,20 418 25,98
2026-04-10 13F Charles Schwab Trust Co 34.315 1,65 3.655 1,47
2026-02-02 13F Blake Schutter Theil Wealth Advisors, LLC 7.593 0,00 810 0,00
2025-11-03 13F Foundations Investment Advisors, LLC 0 -100,00 0
2026-02-04 13F Valeo Financial Advisors, LLC 2.948 0,86 315 0,64
2026-02-13 13F Bragg Financial Advisors, Inc 67.327 5,43 7.184 5,35
2026-02-04 13F Atlantic Union Bankshares Corp 1 0
2026-02-03 13F LJI Wealth Management, LLC 30.252 3,56 3.228 3,46
2026-04-27 13F Soltis Investment Advisors LLC 13.710 0,00 1.460 -0,14
2026-02-04 13F Mascoma Wealth Management LLC 309 -31,33 33 -33,33
2026-04-27 13F Tsfg, Llc 4.218 0,02 0
2026-04-23 13F Accurate Wealth Management, LLC 5.672 -0,09 604 -0,49
2026-02-06 13F Lutz Financial Services LLC 57.779 -12,13 6.165 -12,19
2026-02-12 13F Financial Network Wealth Management LLC 15.362 0,00 2 0,00
2026-02-10 13F Goldman Sachs Group Inc 407.215 -5,01 43.450 -5,08
2026-01-20 13F Relyea Zuckerberg Hanson LLC 6.163 29,10 658 29,08
2026-02-11 13F Wellspring Financial Advisors, LLC 2.413 257
2026-03-04 13F Hayek Kallen Investment Management 0 -100,00 0
2026-02-03 13F Diversify Wealth Management, Llc 4.126 442
2026-04-08 13F Holos Integrated Wealth LLC 118 0,00 13 0,00
2026-04-17 13F Bell Investment Advisors, Inc 64 7
2026-04-15 13F DAVENPORT & Co LLC 5.421 15,88 577 15,63
2026-04-16 13F Envision Financial LLC 8.639 -3,71 920 -3,87
2026-04-14 13F Patriot Investment Management Inc. 7.633 38,58 813 38,33
2026-04-21 13F Shepherd Street Advisors LLC 4.143 0,36 441 0,23
2026-01-29 13F Concurrent Investment Advisors, LLC 10.205 39,93 1.089 39,85
2026-04-13 13F Amplius Wealth Advisors, LLC 8.708 0,00 927 -0,22
2026-02-10 13F Koss-Olinger Consulting, LLC 7.290 778
2026-01-14 13F ORG Partners LLC 9.211 0,68 983 0,92
2026-02-17 13F Vista Investment Management 7.588 0,00 810 -0,12
2026-02-13 13F Haverford Trust Co 5.531 9,48 590 9,46
2026-04-20 13F Longview Financial Advisors LLC 250 -91,11 27 -91,30
2026-04-10 13F AssuredPartners Investment Advisors, LLC 1.882 200
2026-02-09 13F Delta Asset Management Llc/tn 200 0,00 21 0,00
2026-02-11 13F Endeavor Private Wealth, Inc. 4.365 0,14 466 0,00
2026-04-14 13F Plancorp, LLC 13.118 0,00 1.398 -0,14
2026-04-22 13F Stone House Investment Management, LLC 528 -23,26 56 -23,29
2026-02-13 13F Evernest Financial Advisors, LLC 14.187 15,83 1.521 16,37
2026-04-10 13F Field & Main Bank 651 0,00 69 0,00
2026-01-23 13F Curtis Advisory Group, LLC 1.950 0,46 208 0,48
2026-02-10 13F Swmg, Llc 0 -100,00 0
2026-02-17 13F Imprint Wealth LLC 0 -100,00 0
2026-04-22 13F Spire Wealth Management 4.699 -14,98 500 -15,11
2026-04-28 13F Stratos Wealth Partners, LTD. 55.467 -17,07 5.907 -17,22
2026-01-16 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 52.757 1,25 5.629 1,19
2026-01-09 13F Carr Financial Group Corp 19.730 0,80 2.105 0,72
2026-02-05 13F Allworth Financial LP 600.735 1,63 64.098 1,56
2026-04-08 13F Miracle Mile Advisors, LLC 54.617 -72,32 5.817 -72,37
2026-01-16 13F Omnia Family Wealth, LLC 2.403 256
2026-04-10 13F Perigon Wealth Management, LLC 46.946 2,77 5.000 2,56
2025-12-16 13F Lindenwold Advisors 46.816 7,21 4.999 7,67
2026-01-13 13F Dakota Wealth Management 144.633 24,43 15.432 24,34
2026-02-12 13F Brown Brothers Harriman & Co 234 25
2026-04-24 13F American Institute for Advanced Investment Management, LLP 3.650 10,61 389 10,23
2026-01-27 13F Proffitt & Goodson Inc 2.523 1,53 269 1,51
2026-02-13 13F Edgestream Partners, L.P. 12.572 164,67 1.341 164,50
2026-02-03 13F Alta Wealth Advisors LLC 2.972 0,20 317 0,32
2026-04-16 13F Phillips Financial Management, Llc 34.823 -18,49 3.709 -18,65
2026-02-17 13F Zacks Investment Management 11.192 15,72 1.194 15,70
2026-02-04 13F Objective Capital Management, LLC 8.775 6,12 936 6,12
2026-04-09 13F Baron Financial Group, LLC 40.930 -0,04 4.359 -0,21
2026-02-13 13F Change Path, LLC 2.905 4,46 310 4,39
2026-04-29 13F Armor Investment Advisors, LLC 3.504 -3,07 373 -3,12
2026-02-12 13F Sfam, Llc 16.189 1.727
2025-11-12 13F Ameriflex Group, Inc. 0 -100,00 0
2026-04-15 13F Horizon Financial Services, Llc 471 0,00 50 0,00
2026-02-11 13F Liberty Square Wealth Partners Llc 0 -100,00 0
2026-02-13 13F Glen Eagle Advisors, LLC 1.427 0,00 152 0,00
2026-04-20 13F Ritholtz Wealth Management 271.256 3,76 28.889 3,56
2026-02-04 13F Pandora Wealth, Inc. 1.800 0,00 192 0,00
2026-02-17 13F SageView Advisory Group, LLC 91.727 15,24 9.787 15,15
2026-04-16 13F Sheets Smith Wealth Management 103.354 2,42 11.007 2,24
2026-01-09 13F Silverlake Wealth Management Llc 0 -100,00 0
2026-04-29 13F First Interstate Bank 1.895 0,00 202 -0,50
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-04-16 13F Smith Thornton Advisors LLC 17.424 -3,03 1.856 -3,23
2026-01-30 13F Pure Portfolios Holdings Llc 3.080 0,85 329 0,61
2026-04-24 13F Bull Street Advisors, LLC 10.675 -1,84 1 0,00
2026-01-27 13F Bonfire Financial 23.010 -4,82 2.455 -4,88
2026-04-08 13F Safir Wealth Advisors, LLC 23.056 2,06 2.455 1,87
2026-04-23 13F Capstone Capital Wealth Advisors 3.957 8,95 421 8,79
2026-02-10 13F Greenspring Advisors, LLC 40.866 110,60 4.360 110,42
2026-02-23 13F Monetary Solutions, Ltd 510 54
2026-02-09 13F Jefferies Financial Group Inc. 1.880 201
2026-02-17 13F Stark Wealth Management LLC 2.165 228
2026-04-13 13F Creative Financial Designs Inc /adv 7.414 -2,52 790 -2,71
2026-04-21 13F Wedbush Securities Inc 2.800 0
2026-02-13 13F/A Abound Financial, Llc 264 28
2025-11-18 13F Apexium Financial, Lp 26.605 40,66 2.841 41,22
2026-04-14 13F FC Advisory LLC 21.501 -9,04 2.290 -9,24
2026-02-12 13F Brinker Capital Investments, LLC 349.645 8,75 37.307 8,67
2026-04-21 13F Mesirow Financial Investment Management, Inc. 111.488 0,54 11.874 0,35
2025-11-07 13F Studio Investment Management Llc 0 -100,00 0 -100,00
2026-04-14 13F Peak Wealth Management LLC 12.171 20,39 1.296 20,22
2026-02-17 13F Angeles Wealth Management, Llc 38.115 -15,36 4.067 -15,43
2026-02-10 13F Bank of New York Mellon Corp 5.146.635 -3,07 549.146 -3,14
2026-04-17 13F Trinity Wealth Management, LLC 7.372 0,00 785 -0,13
2026-02-12 13F Great Valley Advisor Group, Inc. 34.199 13,77 3.649 13,71
2026-04-24 13F Stock Yards Bank & Trust Co 2.869 0,00 306 -0,33
2026-04-07 13F Boltwood Capital Management 12.605 6,33 1.342 6,17
2026-02-13 13F Fiduciary Trust Co 25.540 -3,53 2.725 -3,57
2026-04-15 13F Wealthcare Capital Partners, LLC 6.266 29,14 667 29,01
2026-04-17 13F AdvisorNet Financial, Inc 256 0,00 27 0,00
2026-04-07 13F CoreCap Advisors, LLC 5.006 -1,18 533 -1,30
2026-02-17 13F Cape Investment Advisory, Inc. 0 -100,00 0
2025-11-03 13F Financial Life Advisors 0 -100,00 0
2026-02-17 13F Signature Equity Partners, LLC 355 38
2025-11-21 13F Forefront Analytics, LLC 0 -100,00 0 -100,00
2026-02-06 13F Mullooly Asset Management, Inc. 38.636 5,86 4.122 5,80
2026-03-06 13F Hsbc Holdings Plc 8.632 921
2026-04-13 13F Chesley Taft & Associates LLC 69.747 1,00 7.428 0,81
2026-04-21 13F Main Line Retirement Advisors, LLC 4.433 36,57 472 36,42
2026-04-21 13F Accredited Investor Services, Llc 16.847 -2,20 1.794 -2,39
2026-04-27 13F CWS Financial Advisors, LLC 4.507 480
2026-04-16 13F Johnson Bixby & Associates, LLC 27.157 2,08 2.892 1,90
2026-02-17 13F Tower Research Capital LLC (TRC) 1.785 -96,89 190 -96,90
2026-04-23 13F Ironwood Wealth Management, LLC. 31.612 17,61 3.367 17,40
2026-04-21 13F Old Second National Bank Of Aurora 10.476 1.116
2026-02-18 13F EP Wealth Advisors, Inc. 245.347 82,55 26.179 83,17
2026-04-23 13F Foronjy Financial Llc 17.805 -7,16 1.896 -7,33
2026-04-23 13F Petersen Hastings Wealth Advisors Inc. 4.641 33,29 494 33,15
2026-02-10 13F Zhang Financial LLC 74.231 3,53 7.920 3,45
2026-01-21 13F Capital Investment Advisory Services, LLC 10.092 1.350,00 1.077 1.354,05
2026-02-14 13F Berkshire Asset Management Llc/pa 0 -100,00 0
2026-04-08 13F Pines Wealth Management, LLC 22.428 10,43 2.389 10,25
2026-02-13 13F Sei Investments Co 2.797.826 1,57 298.528 1,49
2026-02-09 13F Financial Advisory Corp /ut/ /adv 0 -100,00 0
2026-04-09 13F Aletheian Wealth Advisors LLC 8.094 3,23 862 2,87
2026-04-22 13F Riverbend Wealth Management, LLC 3.285 0,00 350 -0,29
2026-02-13 13F Balanced Rock Investment Advisor 3.331 -9,58 355 -9,67
2026-02-19 13F Atomi Financial Group, Inc. 29.472 -1,40 3.145 -1,47
2026-04-21 13F Pacific Park Financial, Inc. 0 -100,00 0
2026-04-16 13F XML Financial, LLC 47.607 4,68 5.070 4,49
2026-01-28 13F WPG Advisers, LLC 3.918 0,90 418 0,97
2026-04-21 13F Maseco Llp 403 43
2026-02-11 13F Franklin Resources Inc 1.270.079 1,15 135.517 1,07
2026-02-10 13F Calton & Associates, Inc. 2.379 -1,04 254 -1,17
2026-04-24 13F Ndwm Llc 19.663 3,62 2.094 3,46
2026-04-21 13F Hudson Oak Wealth Advisory LLC 28.368 0,56 3.021 0,37
2026-04-07 13F Legacy Private Trust Co. 9.113 -2,15 971 -2,32
2026-02-13 13F C M Bidwell & Associates Ltd 9.262 2,24 988 2,17
2026-04-27 13F Symmetry Partners, LLC 46.797 7,55 4.984 7,35
2026-02-17 13F Advisory Services Network, LLC 23.580 26,14 2.516 26,00
2026-04-20 13F Chatham Capital Group, Inc. 8.675 0,00 924 -0,22
2026-02-04 13F Cannon Financial Strategists, Inc. 3.738 0,00 399 -0,25
2026-02-17 13F New Vernon Capital Holdings II LLC 0 -100,00 0
2026-04-15 13F Roan Capital Partners 12.582 1.340
2026-02-13 13F Morgan Dempsey Capital Management Llc 2.080 0,00 222 -0,45
2026-04-16 13F BCO Wealth Management LLC 37.166 11,08 3.958 10,87
2026-02-12 13F Betterment LLC 199.422 -3,07 21 0,00
2026-04-24 13F UMA Financial Services, Inc. 5.361 -4,05 571 -4,36
2026-02-06 13F Larson Financial Group LLC 64.861 -9,49 6.921 -9,57
2026-02-13 13F Croban 3.394 -26,65 362 -26,72
2026-02-13 13F Atlas Capital Advisors Llc 0 -100,00 0
2026-01-27 13F PFG Advisors 0 -100,00 0
2026-02-17 13F Wiley Bros.-aintree Capital, Llc 5.044 15,05 538 14,96
2026-02-05 13F 1620 Investment Advisors, Inc. 16.843 -1,98 1.797 -2,02
2026-04-10 13F Prosperity Planning, Inc. 3.970 -0,90
2026-02-13 13F Arkadios Wealth Advisors 2.442 -4,98 261 -5,11
2026-02-09 13F Smithfield Trust Co 97.830 11,71 10 11,11
2026-04-08 13F Eagle Rock Investment Company, Llc 44.714 4,72 4.762 4,54
2026-02-18 13F Beacon Pointe Advisors, LLC 344.839 0,92 36.794 0,85
2026-02-11 13F Cornerstone Financial Group, LLC /NE/ 9.147 0,49 976 0,41
2026-04-27 13F BIP Wealth, LLC 95.672 -46,25 10.189 -46,35
2026-04-15 13F Alhambra Investment Partners LLC 35.421 1,81 3.772 1,62
2026-02-10 13F Linscomb & Williams, Inc. 7.624 -7,33 813 -7,40
2026-04-22 13F Tru Independence Asset Management 2, Llc 4.387 0,00 467 -0,21
2026-02-05 13F Cambridge Investment Research Advisors, Inc. 81.952 9,23 9 0,00
2026-04-24 13F Financial Plan, Inc. 33.089 1,15 3.524 0,95
2026-02-03 13F Chesapeake Wealth Management 5.250 0,00 560 0,00
2026-02-13 13F OpenArc Corporate Advisory, LLC 6.934 740
2026-02-06 13F Midwestern Financial, LLC /IA 18.218 -2,39 1.944 -2,46
2026-02-17 13F Capasso Planning Partners LLC 0 -100,00 0
2026-04-21 13F Delap Wealth Advisory, Llc 3.950 0,00 421 -0,24
2026-02-06 13F Rockport Wealth LLC 6.150 0,00 656 0,00
2026-01-30 13F Opus Capital Group, LLC 62.805 -5,91 7 -14,29
2026-02-20 13F Sunbelt Securities, Inc. 1.068 -1,75 114 -2,59
2026-02-04 13F Wsfs Capital Management, Llc 12.511 -5,11 1.335 -5,19
2026-02-10 13F Bnp Paribas Arbitrage, Sa 33.872 3.614
2026-04-28 13F Life Planning Partners, Inc 54.582 -0,08 5.813 -0,27
2026-02-17 13F London & Capital Asset Management Ltd 4.798 512
2026-01-28 13F Diversified Enterprises, LLC 11.178 7,47 1.193 7,39
2026-02-12 13F Helium Advisors LLC 5.009 -0,73 534 -0,74
2026-04-22 13F Hurlow Wealth Management Group, Inc. 3.217 18,23 343 17,93
2026-04-15 13F Bernardo Wealth Planning LLC 3.637 0,19 387 0,00
2026-04-15 13F Archford Capital Strategies, LLC 6.718 1,02 715 0,85
2026-04-07 13F Fragasso Group Inc. 8.817 0,00 937 -0,32
2026-04-09 13F Brown Wealth Management, Llc 155.398 3,58 16.550 3,38
2026-02-02 13F Vantage Point Financial LLC 8.944 954
2026-04-27 13F S.A. Mason LLC 9.400 1.001
2026-04-16 13F Vaughan Nelson Investment Management, L.p. 7.096 0,00 756 -0,26
2026-02-17 13F Jones Financial Companies Lllp 136.201 10,38 14.533 10,32
2026-01-28 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 0 -100,00 0
2026-02-10 13F Measured Wealth Private Client Group, LLC 1.577 168
2026-04-08 13F NorthCrest Asset Manangement, LLC 3.894 -4,70 414 -5,05
2026-02-09 13F Glenview Trust Co 130.662 117,62 13.942 117,45
2026-02-17 13F Awm Capital, Llc 0 -100,00 0
2026-04-17 13F Sovereign Financial Group, Inc. 3.978 47,50 424 47,39
2026-04-09 13F Tompkins Financial Corp 10.467 0,00 1.115 -0,18
2026-02-10 13F Investment Partners, Ltd. 6.460 -19,43 689 -19,51
2026-02-17 13F Running Point Capital Advisors, LLC 12.943 1,01 1.381 0,95
2026-02-11 13F First American Trust, Fsb 45.994 4.908
2026-01-28 13F Omega Financial Group, LLC 24.606 0,91 2.626 0,85
2026-04-22 13F Krm Wealth Management L.l.c. 3.810 0,42 406 0,25
2026-04-07 13F Orgel Wealth Management, LLC 7.041 16,59 750 16,30
2026-04-23 13F Avant Financial Advisors LLC 21.562 5,18 2.296 4,98
2026-01-16 13F Beaumont Financial Advisors, LLC 5.385 -26,08 575 -26,13
2026-02-10 13F Keyvantage Wealth, Llc 2.627 -2,16 280 -2,10
2026-02-12 13F Wealthspire Advisors, LLC 48.230 -49,73 5.146 -49,76
2026-01-23 13F Keener Financial Planning LLC 0 -100,00 0
2026-01-29 13F Concord Wealth Partners 1 0
2026-04-28 13F Nbt Bank N A /ny 7.955 0,00 847 -0,12
2026-02-17 13F United Capital Financial Advisers, Llc 57.131 83,00 6.096 82,87
2026-04-29 13F Cahaba Wealth Management, Inc. 259.110 -0,93 27.595 -1,12
2026-02-11 13F Portfolio Design Labs, LLC 2.266 -13,01 242 -13,31
2026-02-13 13F Destination Wealth Management 22.913 58,15 2.445 57,98
2026-04-14 13F Baldwin Brothers Inc/ma 2.640 0,00 281 0,00
2026-02-13 13F Gts Securities Llc 13.595 1.451
2026-04-01 13F Helen Stephens Group, LLC 32.279 54,87 3.438 54,61
2026-04-14 13F Approach Retirement Advisors, LLC 3.739 0,81 398 0,76
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