USMV - iShares Trust - iShares MSCI USA Min Vol Factor ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (BATS)

iShares Trust - iShares MSCI USA Min Vol Factor ETF
US ˙ BATS ˙ US46429B6974

Grundlæggende statistik
Institutionelle ejere 1368 total, 1365 long only, 1 short only, 2 long/short - change of 0,96% MRQ
Gennemsnitlig porteføljeallokering 0.4868 % - change of -19,52% MRQ
Institutionelle aktier (lange) 175.861.922 (ex 13D/G) - change of -11,92MM shares -6,35% MRQ
Institutionel værdi (lang) $ 16.078.217 USD ($1000)
Institutionelt ejerskab og aktionærer

iShares Trust - iShares MSCI USA Min Vol Factor ETF (US:USMV) har 1368 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 175,861,922 aktier. Største aktionærer omfatter Morgan Stanley, Raymond James Financial Inc, Bank Of America Corp /de/, Fmr Llc, LPL Financial LLC, Pnc Financial Services Group, Inc., Wealth Enhancement Advisory Services, Llc, Millburn Ridgefield Corp, BlackRock, Inc., and Catalyst Capital Advisors LLC .

iShares Trust - iShares MSCI USA Min Vol Factor ETF (BATS:USMV) 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 27, 2026 is 93,57 / share. Previously, on April 28, 2025, the share price was 91,15 / share. This represents an increase of 2,65% over that period.

USMV / iShares Trust - iShares MSCI USA Min Vol Factor 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.

USMV / iShares Trust - iShares MSCI USA Min Vol Factor 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)
2026-02-05 13G FMR LLC 11,671,973 12,210,946 4.62 5.00 8.70
13F og NPORT arkivering

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

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Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2026-04-09 13F Avenue 1 Advisors, LLC 7.830 3,93 726 2,40
2026-04-13 13F Ironwood Wealth Management, Inc. 136.874 0,35 12.847 -0,48
2026-02-28 13F NCM Capital Management, LLC 2.539 0,00 239 -0,83
2026-04-27 13F JB Capital LLC 8.721 15,11 809 13,32
2026-04-22 13F CrossGen Wealth, LLC 350 -53,08 32 -54,29
2026-02-06 13F Envestnet Portfolio Solutions, Inc. 271.919 1,76 25.604 0,71
2026-02-26 13F Anchor Investment Management, LLC 1.991 0,20 187 -1,06
2026-04-27 13F Greenleaf Trust 3.406 -31,89 316 -32,98
2026-01-13 13F Guerra Pan Advisors, Llc 67.919 -1,21 6.395 -2,22
2026-04-21 13F Financial Consulate, Inc 220 228,36 20 233,33
2026-01-06 13F Tucker Asset Management Llc 0 -100,00 0 -100,00
2026-01-20 13F Savvy Advisors, Inc. 29.836 28,07 2.809 26,76
2026-02-11 13F WESCAP Management Group, Inc. 3.163 0,00 298 -1,00
2026-04-06 13F CX Institutional 33.734 -4,68 3 0,00
2026-01-27 13F TD Waterhouse Canada Inc. 28.296 7,00 2.664 6,05
2026-01-07 13F Yeomans Consulting Group, Inc. 39.679 2,06 3.736 1,19
2026-02-10 13F IFG Advisory, LLC 37.069 3.490
2026-02-17 13F Royal Bank Of Canada 1.663.637 2,42 156.647 1,36
2026-04-24 13F Financial Life Planners 44 4
2026-02-14 13F Silver Grove Financial Group, Inc. 2.938 -2,78 277 -3,83
2026-01-20 13F Global Trust Asset Management, LLC 0 -100,00 0 -100,00
2026-04-08 13F Thompson Investment Management, Inc. 3.911 0,00 363 -1,63
2026-02-13 13F Wells Fargo & Company/mn 3.509.626 1,03 330.466 -0,01
2026-01-29 13F Managed Asset Portfolios, Llc 4.918 463
2026-02-13 13F Centaurus Financial, Inc. 15.549 23,43 1 0,00
2026-04-20 13F Friedenthal Financial 21.249 1,94 1.971 0,41
2026-04-06 13F Trust Co of the South 5.195 0,00 482 -1,64
2026-02-12 13F Adviser Investments LLC 5.729 5,97 539 4,86
2026-01-16 13F Hopwood Financial Services, Inc. 0 -100,00 0
2026-01-28 13F West Michigan Advisors, Llc 8.441 0,14 795 -0,87
2026-02-09 13F Carl P. Sherr & Co., LLC 2.865 0,00 272 0,00
2026-04-08 13F Red Reef Advisors Llc 1.437 135
2026-04-15 13F Client 1st Advisory Group, Llc 6.924 -2,40 642 -3,75
2026-02-09 13F Fisher Asset Management, LLC 3.700 10,41 348 9,43
2026-04-01 13F Bangor Savings Bank 1.397 0,00 130 -1,53
2026-02-04 13F Liberty Wealth Management Llc 10.642 0,23 1.002 -0,79
2026-04-16 13F Beese Fulmer Investment Management, Inc. 2.442 0,00 226 -1,31
2026-02-09 13F Syverson Strege & Co 33.640 -0,20 3.168 -1,22
2026-02-03 13F Sequoia Financial Advisors, LLC 156.430 -5,16 14.729 -6,14
2026-02-06 13F Pnc Financial Services Group, Inc. 4.669.005 -8,80 439.634 -9,74
2026-04-22 13F JNBA Financial Advisors 1.082 0,00 100 -0,99
2026-01-30 13F Sigma Planning Corp 150.453 -1,60 14.167 -2,61
2025-11-14 13F Binnacle Investments Inc 122 11,93 12 10,00
2026-04-17 13F/A Founders Financial Securities Llc 150.485 -17,21 14.125 -17,48
2025-11-07 13F Synovus Financial Corp 4.770 -26,35 454 -25,49
2026-02-04 13F Win Advisors, Inc 0 -100,00 0
2026-04-16 13F Sterling Investment Counsel, LLC 3.350 -14,93 311 -15,30
2026-01-27 13F Regions Financial Corp 5.707 -0,51 537 -1,47
2025-11-05 13F Soundwatch Capital LLC 0 -100,00 0 -100,00
2026-02-12 13F Rossby Financial, LCC 2.791 2.583,65 263 2.811,11
2026-02-17 13F Russell Investments Group, Ltd. 852.118 -5,21 80.235 -6,19
2026-02-11 13F Eldridge Investment Advisors, Inc. 5.811 1,75 547 0,74
2026-04-15 13F Atwood & Palmer Inc 0 -100,00 0
2026-04-27 13F Qrg Capital Management, Inc. 5.079 0,67 471 -0,84
2026-02-13 13F Platform Technology Partners 0 -100,00 0 -100,00
2026-04-24 13F Cassia Capital Partners, LLC 239.019 5,07 22.167 3,47
2026-02-11 13F MCF Advisors LLC 993 218,27 93 220,69
2026-01-23 13F Diversify Advisory Services, LLC 93.831 -2,54 8.860 -0,78
2026-02-09 13F Integrity Alliance, Llc. 19.879 71,68 1.872 69,94
2026-02-10 13F Anchor Capital Advisors Llc 2.220 -22,84 209 -23,44
2026-02-03 13F NewEdge Wealth, LLC 23.050 0,14 2.170 1,45
2026-02-18 13F EP Wealth Advisors, Inc. 75.327 23,68 7.093 24,05
2026-02-18 13F Caitlin John, LLC 189 0,00 18 0,00
2026-01-29 13F Quest 10 Wealth Builders, Inc. 181 -4,23 17 -5,56
2026-04-09 13F VERITY Wealth Advisors 12.102 0,00 1.122 -1,49
2026-02-13 13F United Bank 6.000 0,00 565 -1,05
2026-02-17 13F Cahill Financial Advisors Inc 2.587 -0,19 244 -1,22
2026-02-13 13F Sofos Investments, Inc. 126 -17,11 12 -21,43
2026-01-29 13F Quent Capital, LLC 117 30,00 11 37,50
2026-02-04 13F Valeo Financial Advisors, LLC 5.768 23,56 543 22,30
2026-04-22 13F Traphagen Investment Advisors Llc 7.020 -10,42 651 -11,67
2026-02-17 13F Warren Averett Asset Management, LLC 64.543 113,82 6.077 111,67
2026-01-23 13F Guidance Capital, Inc 5.087 -18,29 482 -18,20
2026-04-07 13F Hobart Private Capital, LLC 4.173 0,00 387 -1,28
2026-02-05 13F Thrivent Financial For Lutherans 66.247 -0,22 6 0,00
2026-02-13 13F SYM FINANCIAL Corp 2.977 5,98 280 4,87
2026-03-04 13F Rehmann Capital Advisory Group 308.099 3,23 29.435 3,68
2026-04-15 13F Radnor Capital Management, LLC 6.434 0,00 597 -1,49
2026-02-02 13F Ashton Thomas Securities, Llc 0 -100,00 0
2026-04-24 13F Wagner Wealth Management, Llc 2.711 0,22 251 -1,18
2026-02-17 13F Captrust Financial Advisors 735.946 -3,17 69.297 -4,17
2026-02-04 13F GGM Financials LLC 30.576 -12,50 2.879 -13,39
2026-01-27 13F Duncker Streett & Co Inc 767 0,00 72 0,00
2025-11-17 13F WJ Wealth Management, LLC 0 -100,00 0
2026-02-17 13F Prostatis Group LLC 3.069 -9,15 289 -10,28
2026-04-20 13F Inscription Capital, LLC 10.462 -28,30 970 -29,35
2026-04-21 13F WT Wealth Management 12.387 -0,34 1.149 -1,88
2026-04-09 13F Clarity Capital Advisors, LLC 0 -100,00 0
2026-02-17 13F Modern Wealth Management, LLC 156.103 -26,53 14.699 -27,29
2026-02-17 13F Wiley Bros.-aintree Capital, Llc 211.695 32,56 19.937 31,33
2026-01-21 13F Future Financial Wealth Managment LLC 0 -100,00 0
2025-11-12 13F Truepoint, Inc. 0 -100,00 0 -100,00
2026-02-11 13F Shared Vision Wealth Group LLC 2.227 -5,60 213 -4,93
2026-04-14 13F Papp L Roy & Associates 78.980 -0,13 7.325 -1,64
2026-02-12 13F Summit Financial, LLC 65.778 0,85 6.194 -0,19
2026-01-20 13F Austin Private Wealth, LLC 6.528 11,99 615 10,83
2026-01-21 13F Erickson Financial Group, LLC 0 -100,00 0 -100,00
2026-04-27 13F Nvwm, Llc 0 -100,00 0
2026-04-10 13F Capital Advantage, Inc. 2.595 0,00 241 -1,64
2026-02-17 13F Stokes Family Office, LLC 4.149 -12,13 391 -13,14
2026-04-21 13F Valley Forge Investment Consultants Inc Adv 7.256 0,00 673 -1,61
2026-04-16 13F Capital Advisors, Ltd. LLC 233.687 -3,46 22 -4,55
2026-02-13 13F Sei Investments Co 1.531.309 1,74 144.186 0,69
2026-04-21 13F Morey & Quinn Wealth Partners, LLC 2.347 0,00 218 -1,36
2026-01-23 13F Smith, Moore & Co. 13.259 -7,32 1.248 -8,30
2026-04-08 13F Exchange Bank 6.100 -3,17 566 -4,72
2026-02-17 13F Per Stirling Capital Management, LLC. 71.033 -19,07 6.688 -19,90
2026-02-11 13F Milestone Investment Advisors LLC 48.694 -0,04 4.585 -1,06
2026-02-12 13F Founders Financial Alliance, LLC 1.763 -47,62 166 -48,12
2026-02-11 13F Waddell & Associates, Llc 6.470 0,00 609 -0,98
2026-01-29 13F Brickley Wealth Management 106.499 0,03 10.028 -1,01
2026-04-17 13F Krilogy Financial LLC 8.783 -0,58 829 -1,66
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 122.252 0,27 11.338 -1,25
2026-04-27 13F CWS Financial Advisors, LLC 2.518 0,00 234 -1,69
2026-02-10 13F Peapack Gladstone Financial Corp 5.187 -0,25 0
2026-02-06 13F Great Diamond Partners, LLC 10.363 -3,84 976 -4,88
2026-04-21 13F Avaii Wealth Management, Llc 9.907 -6,38 919 -7,83
2026-02-13 13F MAI Capital Management 712.694 40,86 67.107 39,41
2026-04-06 13F GAMMA Investing LLC 4.416 -2,50 410 -3,99
2026-02-13 13F Banco Santander, S.A. 3.449 -97,46 325 -97,49
2026-02-10 13F COFG Advisors, LLC 5.507 519
2026-02-04 13F Ameritas Advisory Services, LLC 31.339 -7,43 2.951 -8,41
2026-02-06 13F Forum Private Client Group LLC 19.837 -2,24 1.868 -3,26
2026-02-12 13F StoneX Group Inc. 8.028 -5,37 756 -6,32
2026-04-27 13F Beacon Advisors Holdings, Llc 134.186 1,82 12.444 0,28
2026-01-27 13F Sterling Group Wealth Management, LLC 7.485 0,00 705 -1,12
2026-02-11 13F Commonwealth Retirement Investments LLC 360 34
2026-02-17 13F Snowden Capital Advisors LLC 99.809 0,88 9.398 -0,16
2026-02-11 13F TruNorth Capital Management, LLC 0 -100,00 0
2026-04-16 13F Strategic Advisory Partners, Llc 539 50
2026-04-24 13F Boston Trust Walden Corp 2.767 0,00 257 -1,54
2026-04-22 13F Kennedy Investment Group 116.705 -0,44 10.823 -1,94
2026-04-15 13F NorthAvenue LLC 42 2,44 4 0,00
2026-02-17 13F Integrated Advisors Network LLC 15.993 -16,01 1.506 -16,90
2026-01-23 13F Bowman & Co S.C. 31.020 0,27 2.922 -0,78
2026-02-10 13F Phillips Wealth Planners LLC 3.629 -1,17 342 -2,01
2026-04-10 13F Armstrong Advisory Group, Inc 11.599 -1,76 1.076 -3,24
2026-04-27 13F Turtle Creek Wealth Advisors, LLC 1.334 124
2026-04-13 13F Community Trust & Investment Co 5.424 0,00 503 -1,37
2026-04-07 13F Investment Partners Asset Management, Inc. 8.003 0,51 742 -0,93
2026-04-21 13F Decker Retirement Planning Inc. 117 11
2026-02-06 13F Mach-1 Financial Group, Inc. 0 -100,00 0
2026-04-07 13F Agate Pass Investment Management, LLC 5.832 0,00 541 -1,64
2026-04-13 13F Pettinga Financial Advisors, LLC 0 -100,00 0
2026-04-21 13F Trueblood Wealth Management, LLC 2.471 0,41 229 -0,87
2026-02-13 13F Ariadne Wealth Management, LP 3.976 0,00 378 1,07
2026-04-24 13F Ledyard National Bank 4.877 12,04 452 10,51
2026-02-17 13F Ibex Wealth Advisors 83.168 -1,43 7.831 -2,44
2026-01-26 13F Quadrant Private Wealth Management, LLC 7.270 -3,80 685 -4,74
2026-02-10 13F Argent Trust Co 2.578 -2,09 243 -3,20
2026-04-20 13F Financial Enhancement Group LLC 91.076 -55,28 8.639 -55,03
2026-02-17 13F High Falls Advisors, Inc 9.112 -6,85 858 -7,74
2026-02-09 13F Huntington National Bank 1.563 6,69
2026-01-20 13F Wealth Management Associates, Inc. 13.397 1,90 1.261 0,88
2026-02-13 13F Level Four Advisory Services, Llc 27.985 -0,87 2.635 -1,86
2026-01-29 13F Vanguard Group Inc 22.113 1,25 2.082 0,24
2026-04-10 13F Country Trust Bank 36 0,00 3 0,00
2026-04-08 13F Shore Point Advisors, LLC 75.931 0,32 7.042 -1,19
2026-04-21 13F Wesbanco Bank Inc 5.362 6,96 497 5,30
2026-02-12 13F BRYN MAWR TRUST Co 2.895 14,88 273 13,81
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2.980 -8,14 276 -9,51
2026-01-30 13F Strategic Blueprint, LLC 37.148 0,91 3.498 -0,14
2026-02-09 13F Shufro Rose & Co Llc 14.749 -20,13 1.389 -19,72
2026-04-14 13F Legacy Trust 4.265 0,00 396 -1,50
2026-02-17 13F Mercer Global Advisors Inc /adv 1.267.613 -1,46 119.359 -2,48
2026-04-23 13F Farmers & Merchants Investments Inc 85 0,00 8 -12,50
2026-04-13 13F Bouchey Financial Group Ltd 7.193 0,00 675 -0,30
2026-04-17 13F Cornell Pochily Investment Advisors, Inc. 6.457 0,17 599 -1,32
2026-02-24 13F MidFirst Bank 87 8
2026-02-13 13F JustInvest LLC 4.781 0,00 450 -0,88
2026-02-13 13F Partners Capital Investment Group, Llp 29.341 0,41 2.763 -0,65
2025-11-20 13F Maven Securities LTD 0 -100,00 0
2026-04-13 13F Hm Payson & Co 5 0
2026-02-17 13F Signature Equity Partners, LLC 472 44
2026-04-17 13F Mainstream Capital Management LLC 5.625 -0,05 522 -1,51
2026-02-10 13F Baker Avenue Asset Management, LP 0 -100,00 0
2026-02-09 13F Harbour Investments, Inc. 22.744 6,36 2.142 5,26
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 20.400 3,60 1.892 2,00
2026-04-08 13F Icapital Wealth Llc 2.165 0,00 201 -1,47
2026-01-21 13F Raleigh Capital Management Inc. 214 -7,76 20 -9,09
2026-01-27 13F Elevate Wealth Advisory, Inc 18.763 -7,10 1.767 -8,07
2026-01-28 13F Clarity Financial LLC 2.843 0,00 268 -1,11
2026-02-13 13F SYM FINANCIAL Corp Call 0 -100,00 0 -100,00
2026-02-20 13F Sunbelt Securities, Inc. 6.180 0,21 582 -0,85
2026-02-13 13F Smartleaf Asset Management LLC 16.581 10,79 1.574 11,08
2026-02-10 13F PCA Investment Advisory Services Inc. 19.543 -12,59 1.840 -13,49
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 2.170 201
2026-01-29 13F Comerica Bank 186.307 -8,15 17.543 -9,10
2026-04-22 13F TPG Advisors LLC 22.743 -5,13 2.109 -6,56
2026-04-15 13F AlphaStar Capital Management, LLC 4.110 -8,01 381 -9,29
2025-11-14 13F Blue Capital, Inc. 0 -100,00 0
2026-02-02 13F Ellis Investment Partners, LLC 19.487 -2,59 1.835 -3,63
2026-02-13 13F Delos Wealth Advisors, LLC 34.105 4,58 3.211 3,51
2026-04-20 13F Jfs Wealth Advisors, Llc 2.403 -57,15 223 -57,95
2026-04-20 13F White Pine Investment CO 129.715 -0,89 12 0,00
2026-04-16 13F Blue Zone Wealth Advisors, LLC 4.036 1,08 374 -0,27
2026-04-23 13F Emerald Advisors, LLC 15.438 -51,05 1.432 -51,80
2026-01-29 13F New Century Financial Group, LLC 0 -100,00 0
2026-04-10 13F Centurion Wealth Management LLC 23.041 0,20 2.137 -1,34
2026-04-07 13F First Citizens Financial Corp 9.310 7,79 863 6,15
2026-04-13 13F 5T Wealth, LLC 16.475 -4,09 1.528 -5,57
2026-02-13 13F Missouri Trust & Investment Co 373 0,00 35 0,00
2026-02-02 13F JDM Financial Group LLC 383 0,00 36 0,00
2026-02-06 13F Vestmark Advisory Solutions, Inc. 46.939 -49,70 4.420 -50,22
2026-04-07 13F Plus Group Wealth Advisors LLC 2.189 0,00 203 -1,94
2026-02-17 13F Balyasny Asset Management Llc 0 -100,00 0
2026-02-06 13F Keystone Financial Group 38.829 2,31 3.656 1,27
2026-01-12 13F VisionPoint Advisory Group, LLC 4.223 -0,78 398 -1,73
2026-01-09 13F Appleton Partners Inc/ma 0 -100,00 0
2026-02-20 13F Talisman Wealth Advisors LLC 3.511 -17,31 331 -18,11
2026-02-23 13F Mv Capital Management, Inc. 211.341 -0,30 19.900 -1,33
2026-02-02 13F Robertson Stephens Wealth Management, LLC 20.424 -2,49 1.923 -3,46
2026-01-16 13F Crewe Advisors LLC 171 0,00 16 0,00
2026-04-22 13F Janney Montgomery Scott LLC 617.480 -8,04 57 -9,52
2026-02-13 13F Financial Sense Advisors, Inc. 8.431 0,30 794 -0,75
2025-11-12 13F CIBC Bancorp USA Inc. 17.441 1.659
2026-04-16 13F Southern Capital Advisors, Llc 4.033 0,42 374 -1,06
2026-01-22 13F O'Brien Wealth Partners LLC 9.119 -10,51 859 -11,46
2026-02-17 13F Palisade Capital Management Llc/nj 2.721 256
2026-04-17 13F Defined Wealth Management, Llc 34.230 0,78 3.174 -0,75
2026-04-20 13F Longview Financial Advisors, Inc. 1.401 130
2026-04-20 13F Courier Capital Llc 103.911 14,31 9.637 12,58
2026-02-17 13F Hilltop Holdings Inc. 8.928 -3,08 841 -4,11
2026-02-13 13F Kcm Investment Advisors Llc 3.020 0,00 284 -1,05
2026-02-12 13F Ankerstar Wealth, LLC 325 31
2026-04-10 13F Insight Wealth Strategies, LLC 19.475 -84,98 1.806 -85,20
2026-02-13 13F Ausdal Financial Partners, Inc. 10.756 -30,85 1.013 -31,58
2026-02-09 13F Green Square Capital Advisors Llc 2.482 0,77 234 0,87
2026-02-13 13F Headlands Technologies LLC 4.011 378
2026-02-17 13F Fwl Investment Management, Llc 22 0,00 2 0,00
2026-02-12 13F Wescott Financial Advisory Group, LLC 16.228 0,41 1.528 -0,65
2026-04-16 13F EdgeRock Capital LLC 7.846 0,00 728 -1,49
2026-02-13 13F LiftPoint Family Wealth Advisors LLC 6.749 635
2026-02-05 13F AlphaCore Capital LLC 58.487 -5,01 5.507 -5,98
2026-04-01 13F Rowland & Co Investment Counsel/adv 3.632 0,00 337 -1,47
2026-04-13 13F CGC Financial Services, LLC 68 0,00 6 0,00
2026-04-13 13F Bay Rivers Group 105.608 2,42 9.794 0,88
2026-02-17 13F MGB Wealth Management, LLC 25.037 0,08 2.359 -0,80
2026-01-26 13F Keystone Wealth Services, LLC 14.746 -0,46 1.388 -1,49
2026-02-12 13F Principal Securities, Inc. 88.242 -1,62 8.309 -2,64
2026-01-23 13F Sage Mountain Advisors LLC 9.872 -45,30 930 -45,86
2026-02-12 13F Insigneo Advisory Services, Llc 3.703 -3,79 349 -4,92
2026-01-20 13F Stratos Wealth Partners, LTD. 241.476 2,27 22.737 1,22
2026-04-17 13F Outlook Wealth Advisors, LLC 4.114 0,00 382 -1,55
2026-01-23 13F Galvin, Gaustad & Stein, LLC 5.230 492
2026-02-09 13F Smithfield Trust Co 3.678 -0,22 0
2026-02-06 13F Associated Banc-corp 6.175 0,00 581 -1,02
2026-04-28 13F Bryant Woods Investment Advisors, LLC 8.134 -2,48 754 -3,95
2026-02-10 13F Moors & Cabot, Inc. 11.821 -1,34 1.113 -2,28
2026-01-27 13F Sage Financial Group Inc 4.690 0,00 442 -1,12
2026-04-16 13F Triad Wealth Partners, LLC 2.200 204
2026-01-13 13F Stephens Consulting, LLC 1.348 0,00 127 -1,56
2026-02-17 13F Fmr Llc 12.210.947 19,82 1.149.783 18,58
2026-03-04 13F Compass Financial Group, Inc. (Ohio) 67.323 6.339
2026-04-03 13F Investors Research Corp 186 -31,37 17 -32,00
2026-04-09 13F Kelly Financial Group Llc 92.037 3,10 8.535 1,55
2026-02-17 13F Fountainhead AM, LLC 122 -97,81 12 -97,92
2026-02-17 13F BTG Pactual Asset Management US LLC 0 -100,00 0
2026-02-02 13F Avidian Wealth Solutions, LLC 7.276 1,37 685 0,44
2026-01-26 13F Main Street Group, LTD 0 -100,00 0
2026-02-09 13F Clearwater Capital Advisors, LLC 3.075 0,00 290 -1,03
2026-02-17 13F Keebeck Wealth Management, LLC 22.827 -3,19 2.149 -4,19
2026-04-10 13F High Probability Advisors, LLC 393.657 2,92 36.508 1,37
2026-02-13 13F Neuberger Berman Group LLC 10.221 -1,10 962 -2,14
2026-02-13 13F Sovereign Investment Advisors, LLC 153.932 -65,80 14.494 -66,15
2026-02-20 13F Kovitz Investment Group Partners, LLC 2.592 -97,77 244 -97,79
2026-02-17 13F Cardiff Park Advisors, Llc 0 -100,00 0
2026-04-22 13F Storen Legacy Partners, LLC 2.633 0,00 244 -1,21
2026-01-16 13F Marino, Stram & Associates Llc 33.180 -0,93 3.124 -1,95
2026-04-07 13F/A Round Rock Advisors, LLC 45.938 -4,32 4.325 -5,30
2026-02-02 13F Chapman Financial Group, Llc 385 24,19 36 24,14
2026-04-15 13F BDFS Capital LLC 2.747 -0,11 255 -1,55
2026-04-15 13F Merit Financial Group, LLC 173.406 24,17 16.082 22,30
2025-11-14 13F Sagard Holdings Management Inc. 37.714 0,00 3.588 1,36
2026-01-16 13F RHS Financial, LLC 43.812 1,15 4.125 0,12
2026-04-16 13F Heck Capital Advisors, LLC 7.042 1,51 653 0,00
2026-04-08 13F Ccg Wealth Management, Llc 15.984 -0,39 1.482 -1,85
2025-11-14 13F Strategic Wealth Partners, Ltd. 1.004 -12,39 96 -11,21
2026-04-23 13F waypoint wealth counsel 0 -100,00 0
2026-02-11 13F Pettyjohn, Wood & White, Inc 5.267 -2,77 496 -3,88
2026-04-24 13F Crux Wealth Advisors 2.651 -3,35 246 -5,04
2026-04-24 13F Flagship Private Wealth, LLC 103.595 1,78 9.607 0,24
2026-01-26 13F Milestones Private Investment Advisors LLC 16.382 -10,00 1.543 -10,92
2026-02-09 13F Optimist Retirement Group LLC 2.712 0,00 255 -1,16
2026-02-13 13F Virtus ETF Advisers LLC 45 25,00 4 33,33
2026-04-17 13F Berman McAleer LLC 28.817 2,64 2.672 1,10
2026-04-02 13F Collective Family Office Llc 5.742 0,00 533 -1,48
2026-02-13 13F Colony Group, LLC 1.225.619 8,95 115.410 7,83
2026-02-17 13F Bank Of America Corp /de/ 13.023.458 -5,59 1.226.289 -6,56
2026-01-23 13F Steigerwald, Gordon & Koch Inc. 512 0,39 48 0,00
2026-04-09 13F ASL Financial, LLC 3.287 0,00 305 -1,62
2026-01-26 13F Cwm, Llc 795.730 1,43 75 0,00
2026-04-17 13F Brown, Lisle/cummings, Inc. 839 0,00 78 -2,53
2026-04-08 13F Fermata Advisors, LLC 3.658 -0,14 339 -1,45
2026-04-13 13F Foster Group, Inc. 33.615 -2,63 3.117 -4,09
2026-04-15 13F Retireful, LLC 3.070 285
2026-01-20 13F Independence Bank of Kentucky 64.843 -3,50 6.106 -4,49
2026-01-29 13F Dunhill Financial, LLC 1.032 -4,62 97 -4,90
2026-04-22 13F Morris Retirement Advisors, LLC 2.289 212
2026-04-28 13F Oversea-Chinese Banking CORP Ltd 9.640 22,91 894 21,14
2026-02-17 13F Fairview Capital Investment Management, Llc 4.525 0,00 426 -0,93
2026-01-27 13F Journey Advisory Group, LLC 222.135 1,31 20.916 0,27
2026-02-12 13F Collier Financial 89 0,00 8 0,00
2026-04-20 13F Cardinal Strategic Wealth Guidance 38.174 5,16 3.540 3,57
2026-02-10 13F Bridges Investment Management Inc 0 -100,00 0
2026-01-27 13F Keeler & Nadler Financial Planning & Wealth Management 75.411 -2,82 7.101 -3,82
2026-02-17 13F Berkshire Bank 146.907 8,07 13.833 6,95
2026-01-29 13F D.a. Davidson & Co. 139.415 -12,79 13.127 -13,69
2026-02-25 13F Kw Wealth Management Llc 13.553 0,81 1.276 -0,23
2026-04-27 13F HB Wealth Management, LLC 20.867 10,50 1.935 8,83
2026-04-22 13F M3 Advisory Group, LLC 2.641 0,04 245 -1,61
2026-02-25 13F Tempo Wealth, LLC 4.552 429
2026-04-21 13F Alpine Bank Wealth Management 42.657 -9,94 3.956 -11,28
2026-04-17 13F Stewardship Advisors, LLC 4.139 -13,08 384 -14,51
2026-02-06 13F First Business Financial Services, Inc. 8.694 0,00 819 -1,09
2026-02-13 13F Arete Wealth Advisors, LLC 4.274 -13,36 0
2026-02-18 13F/A Empowered Funds, LLC 10.864 1.023
2026-02-10 13F Godfrey Financial Associates, Inc. 170 16
2026-02-14 13F Howe & Rusling Inc 389 11,78 37 9,09
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 945 -35,63 88 -36,96
2026-02-17 13F Forefront Analytics, LLC 0 -100,00 0
2026-01-23 13F Assetmark, Inc 1.554.364 -4,28 146.359 -5,27
2026-01-21 13F Pacific Point Advisors, LLC 2.169 204
2026-02-13 13F Harborfront Financial Group LLC 3.628 342
2026-04-27 13F Revisor Wealth Management LLC 3.273 0,00 304 -2,26
2026-02-17 13F Raymond James Financial Inc 13.773.118 1,86 1.296.877 0,81
2026-04-24 13F Essex Financial Services, Inc. 76.155 -0,14 7.063 -1,64
2026-04-08 13F Warner Financial, Inc 5.501 0,00 510
2026-02-05 13F Bessemer Group Inc 8.136 -30,49 1 -100,00
2026-02-04 13F CAP Partners, LLC 4.303 -2,43 405 -3,34
2026-04-13 13F LexAurum Advisors, LLC 3.622 3,93 336 1,21
2026-04-21 13F PDS Planning, Inc 7.659 0,42 710 -1,11
2026-01-30 13F Us Bancorp \de\ 728.703 -6,62 68.615 -7,58
2026-02-05 13F Atria Investments Llc 62.293 -0,90 5.866 -1,92
2026-04-16 13F Sweeney & Michel, Llc 20.332 5,27 1.901 2,54
2026-01-23 13F Bridgewater Advisors Inc. 2.530 0,00 239 2,15
2026-02-23 13F Beaird Harris Wealth Management, LLC 373 0,00 35 0,00
2026-02-13 13F Pinnacle Wealth Planning Services, Inc. 8.618 0,00 811 -0,98
2026-02-12 13F Timmons Wealth Management, LLC 0 0
2026-02-13 13F Inspire Advisors, LLC 5.373 13,09 506 11,73
2026-02-05 13F WealthPlan Investment Management, LLC 4.703 -1,47 443 -2,64
2026-01-30 13F Urban Wealth Management, LLC 0 -100,00 0 -100,00
2026-04-21 13F Keystone Financial Group, Inc. 4.682 -16,50 434 -17,65
2026-04-22 13F Princeton Global Asset Management LLC 600 -94,74 56 -94,87
2026-04-24 13F United Community Bank 2.575 0,00 239 -1,65
2026-04-22 13F Uniting Wealth Partners, LLC 3.520 4,08 326 2,52
2026-04-23 13F Strategic Point Investment Advisors, LLC 40.730 -4,73 3.777 -6,16
2026-02-03 13F Cassaday & Co Wealth Management LLC 7.866 0,00 741 -1,07
2026-04-10 13F Magnus Financial Group LLC 0 -100,00 0
2026-02-02 13F PKS Advisory Services, LLC 8.163 -19,37 769 -20,25
2026-01-14 13F ORG Wealth Partners, LLC 1.233 4,05 116 2,65
2026-04-13 13F Massmutual Trust Co Fsb/adv 480 -35,83 45 -37,14
2026-04-27 13F Leelyn Smith, LLC 164.336 4,60 15.241 3,02
2026-02-09 13F Global Assets Advisory, LLC 0 -100,00 0
2026-04-20 13F Independent Wealth Network Inc. 0 -100,00 0
2026-02-13 13F Tradewinds, LLC. 8.375 0,00 789 -1,01
2026-04-28 13F Wealth Management Resources, Inc. 125.821 0,03 11.669 -1,49
2026-04-08 13F Sax Wealth Advisors, Llc 27.669 0,00 2.605 0,00
2026-02-12 13F WealthPLAN Partners, LLC 4.160 2,59 392 1,56
2026-01-16 13F Worth Financial Advisory Group, LLC 4.841 -3,97 456 -5,01
2026-04-17 13F Signal Advisors Wealth, LLC 7.657 9,17 710 7,58
2026-04-23 13F Oppenheimer & Co Inc 9.853 2,02 914 0,44
2026-04-21 13F Centennial Advisors, LLC 0 -100,00 0
2026-02-05 13F 1st Source Bank 3.724 351
2026-04-24 13F Newton One Investments LLC 329 -10,60 31 -11,76
2026-02-04 13F Nwam Llc 25.742 1,45 2.444 1,58
2026-02-03 13F Orion Capital Management LLC 700 0,00 66 -1,52
2026-02-09 13F Fidelis Capital Partners, LLC 41.910 0,00 3.946 -1,03
2026-04-10 13F First Bank & Trust 4.851 -0,66 450 -2,18
2026-04-15 13F Ridgeline Wealth, LLC 2.367 -14,33 220 -15,77
2026-04-20 13F Provenance Wealth Advisors, LLC 51 0,00 5 0,00
2026-02-10 13F Acorn Wealth Advisors, LLC 40.319 -6,93 3.796 -7,89
2026-01-29 13F Kickstand Ventures, Llc. 2.697 -0,81 254 -1,94
2026-02-17 13F Prosperity Consulting Group, LLC 9.220 0,00 868 -1,03
2026-04-17 13F Cidel Asset Management Inc 6.760 0,00 627 -1,57
2026-02-06 13F Copia Wealth Management 163 0,00 15 0,00
2026-04-08 13F First Heartland Consultants, Inc. 37.637 22,60 3.490 20,76
2026-02-17 13F Cape Investment Advisory, Inc. 148 311,11 14 333,33
2026-01-29 13F Guardian Asset Advisors, LLC 83.668 1,13 7.878 0,09
2026-02-10 13F Ade, Llc 43.488 -6,21 4.095 -7,19
2026-02-17 13F Northern Trust Corp 15.456 0,45 1.455 -0,55
2026-04-27 13F GenTrust, LLC 4.351 9,49 404 7,75
2026-02-10 13F Greenwich Wealth Management LLC 2.240 0
2026-02-09 13F Clear Investment Research, Llc 0 -100,00 0
2026-01-28 13F Barrett & Company, Inc. 175.048 3,75 16.483 2,68
2026-02-06 13F Forefront Wealth Partners, LLC 0 -100,00 0
2026-02-12 13F Commonwealth Equity Services, Llc 1.995.478 -2,01 187.894 97.254,40
2026-02-17 13F Boreal Capital Management LLC 5.177 0,00 487 -1,02
2026-04-17 13F Webster Bank, N. A. 5.823 -2,59 540 -3,91
2026-04-07 13F Sage Capital Advisors,llc 5.168 0,00 479 -1,44
2026-01-15 13F Lodestone Wealth Management LLC 2.051 193
2026-02-13 13F Healthcare Of Ontario Pension Plan Trust Fund 290.000 145,76 27.306 143,24
2026-01-12 13F Lvm Capital Management Ltd/mi 0 -100,00 0
2026-02-10 13F CFS Investment Advisory Services, LLC 14.879 -4,17 1.401 -4,50
2026-04-09 13F Kwmg, Llc 137.176 3,53 12.722 1,97
2026-01-30 13F Simplicity Wealth,LLC 6.671 -10,28 628 -11,17
2026-02-17 13F Tudor Investment Corp Et Al 164.073 15.449
2026-04-24 13F Private Advisor Group, LLC 492.726 -2,09 45.695 -3,57
2026-01-26 13F Frankly Finances, LLC 262 25
2026-02-10 13F Lido Advisors, LLC 274.347 2,38 26.095 2,35
2026-04-08 13F Arlington Trust Co LLC 678 -6,87 63 -8,82
2026-04-20 13F Brandywine Oak Private Wealth Llc 35.074 -4,43 3.253 -5,88
2026-04-20 13F Chatterton & Associates Inc. 11.012 21,81 1.034 21,39
2026-04-15 13F Journey Strategic Wealth Llc 43.967 1,03 4.078 -0,49
2026-02-17 13F Schrum Private Wealth Management LLC 8.735 -7,02 822 -7,95
2026-04-23 13F McElhenny Sheffield Capital Management, LLC 3.653 0,00 339 -1,46
2026-02-17 13F Advisor Group Holdings, Inc. 974.737 -10,45 91.809 -10,77
2026-02-11 13F Cypress Capital Group 2.355 0,00 222 -1,34
2026-04-20 13F Sowell Financial Services LLC 103.559 -2,12 9.604 -3,58
2026-02-05 13F Center for Financial Planning, Inc. 293 0,00 28 0,00
2026-04-08 13F Lineweaver Wealth Advisors, LLC 317.175 1,66 29.415 0,13
2026-02-13 13F McAdam, LLC 2.451 -21,64 231 -22,56
2026-04-16 13F Quotient Wealth Partners, LLC 75.320 -89,72 6.985 -89,88
2026-02-10 13F Sittner & Nelson, Llc 216 0,00 21 0,00
2026-02-10 13F Cherry Tree Wealth Management, LLC 13.373 -2,21 1.259 -3,23
2026-02-12 13F Brueske Advisory Services, LLC 0 -100,00 0
2026-01-07 13F Corsicana & Co. 835 0,00 79 -1,27
2026-02-12 13F Bank Of Montreal /can/ 71.472 7,26 6.730 6,15
2026-02-13 13F Stark Wealth Management LLC 0 -100,00 0
2026-04-15 13F QTR Family Wealth, LLC 0 -100,00 0
2026-01-22 13F TSA Wealth Managment LLC 3.561 3,61 335 2,76
2026-01-26 13F Roman Butler Fullerton & Co 16.857 -0,31 1.597 1,53
2026-02-17 13F Ameriflex Group, Inc. 142 -50,00 13 -51,85
2026-02-13 13F Resources Investment Advisors, LLC. 234.598 -2,83 22.090 -3,83
2025-11-04 13F Pineridge Advisors LLC 6.390 -1,92 608 -0,65
2026-01-16 13F Oregon Pacific Wealth Management, LLC 0 -100,00 0
2026-04-24 13F Keybank National Association/oh 301.021 -6,53 27.917 -7,94
2026-04-21 13F Armbruster Capital Management, Inc. 166.058 1,15 15.400 -0,38
2026-04-07 13F Signaturefd, Llc 23.883 0,90 2.215 -0,63
2026-04-20 13F LS Investment Advisors, LLC 7.332 -3,54 680 -5,03
2026-01-27 13F Stillwater Wealth Management Group 3.935 -37,39 371 -38,02
2026-01-27 13F Godsey & Gibb Associates 0 -100,00 0
2026-01-21 13F Crews Bank & Trust 420 0,00 40 0,00
2026-02-03 13F Legacy Wealth Managment, LLC/ID 227 845,83 21 950,00
2026-02-13 13F Tcfg Wealth Management, Llc 0 -100,00 0 -100,00
2026-02-12 13F Proficio Capital Partners LLC 2.800 0,00 264 -1,13
2025-11-13 13F Hsbc Holdings Plc 0 -100,00 0 -100,00
2026-02-12 13F Chilton Capital Management Llc 0 -100,00 0
2026-02-03 13F Capstone Triton Financial Group, LLC 3.753 0,00 353 -1,12
2026-02-10 13F Advisor Resource Council 11.362 -5,07 1.070 -6,06
2026-02-10 13F Camden National Bank 56.594 1,49 5.329 0,43
2026-02-26 13F 46 Peaks LLC 3.845 362
2026-02-02 13F B.O.S.S. Retirement Advisors, LLC 6.751 146,39 636 144,23
2026-02-17 13F Evercore Wealth Management, LLC 2.864 0,00 270 -1,10
2026-04-13 13F Professional Financial Advisors, LLC 6.846 -0,16 635 -1,71
2025-11-13 13F GeoWealth Management, LLC 0 -100,00 0
2026-04-23 13F American National Bank 821 0,00 76 -1,30
2026-04-23 13F Intrua Financial, LLC 7.139 -5,07 662 -6,50
2026-02-06 13F BOK Financial Private Wealth, Inc. 450 0,00 42 0,00
2026-04-24 13F Medallion Wealth Advisors, LLC 1.629 0,06 151 -1,31
2026-01-29 13F Concord Asset Management, LLC/VA 2.779 -0,04 262 -1,14
2026-01-15 13F Santori & Peters, Inc. 24.525 -1,97 2.309 -2,98
2026-02-13 13F Stifel Financial Corp 655.434 7,45 61.716 6,34
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0 -100,00
2026-01-29 13F Calamos Wealth Management LLC 95.191 0,34 8.963 -0,70
2026-02-13 13F Kayne Anderson Rudnick Investment Management Llc 1.529 0,00 144 -0,69
2025-12-16 13F Emergent Wealth Advisors, LLC 0 -100,00 0 -100,00
2026-01-28 13F Salomon & Ludwin, LLC 2.195 0,00 206 -0,96
2026-02-18 13F Hershey Financial Advisers, LLC 17.906 1.686
2026-02-04 13F Concentrum Wealth Management 13.287 -2,98 1.251 -3,92
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 4.370.460 -37,37 406.920 -38,32
2026-04-06 13F WASHINGTON TRUST Co 3.584 0,00 332 -1,48
2026-04-14 13F Twelve Points Wealth Management LLC 7.408 0,00 687 -2,00
2026-04-27 13F Sound Income Strategies, LLC 2.542 -13,21 236 -14,86
2026-02-13 13F Gen-Wealth Partners Inc 10.458 10,01 985 8,85
2026-02-10 13F Tidemark, LLC 680 0,00 64 0,00
2026-01-22 13F Bartlett & Co. Wealth Management Llc 3.436 -0,35 324 -1,52
2026-04-07 13F Blueline Advisors Llc 1.981 0,00 184 -1,61
2026-04-10 13F Granite FO LLC 6.543 -58,65 607 -59,30
2026-02-13 13F TRUE Private Wealth Advisors 3.286 0,03 309 -0,96
2026-01-20 13F Tritonpoint Wealth, Llc 0 -100,00 0
2026-04-09 13F Thrive Wealth Management, LLC 0 -100,00 0
2026-02-17 13F Chokshi & Queen Wealth Advisors, Inc 0 -100,00 0
2025-11-14 13F D. E. Shaw & Co., Inc. 0 -100,00 0
2026-02-13 13F Venture Visionary Partners LLC 4.668 0,00 440 -1,13
2026-02-11 13F First Command Advisory Services, Inc. 0 -100,00 0
2026-01-23 13F Rsm Us Wealth Management Llc 216.979 -4,74 20.601 -4,93
2026-02-17 13F XTX Topco Ltd 12.795 1.205
2026-02-10 13F Moment Partners, LLC 4.888 -3,93 460 -4,96
2026-04-10 13F OMNI 360 Wealth, Inc. 4.158 -3,21 386 -5,17
2025-11-05 13F Moloney Securities Asset Management, LLC 74.605 0,02 7.098 1,37
2026-02-10 13F Lcnb Corp 5.150 0,00 485 -1,02
2026-02-11 13F Parallel Advisors, LLC 74.807 -11,49 7.044 -12,41
2026-04-15 13F Milestone Asset Management, Llc 6.500 18,03 603 16,22
2026-04-16 13F Koenig Investment Advisory, LLC 149.232 0,73 13.840 -3,50
2026-02-10 13F Garde Capital, Inc. 6.929 -4,85 652 -5,78
2026-01-26 13F West Wealth Group, LLC 15.526 5,67 1.462 5,56
2025-11-10 13F Lion Street Advisors, LLC 2.612 -53,71 203 -61,81
2026-02-13 13F Integrity Financial Corp /WA 2.443 -12,66 230 -13,53
2025-11-14 13F Victory Financial Group, Llc 0 -100,00 0 -100,00
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 225 0,00 21 -4,76
2026-02-02 13F Cornerstone Planning Group LLC 1.900 2,54 181 4,65
2026-01-21 13F Modera Wealth Management, LLC 2.293 -19,15 216 -20,07
2026-02-10 13F Td Asset Management Inc 2.354 7,88 222 6,76
2026-01-22 13F Bfsg, Llc 423 0,00 40 -2,50
2026-02-12 13F Financial Engines Advisors L.L.C. 4.110 0,98 387 -0,26
2026-04-09 13F Secure Asset Management, LLC 3.796 0,00 352 -1,40
2025-11-14 13F Cubist Systematic Strategies, LLC Put 5.500 -5,17 523 -3,86
2026-04-24 13F Horizon Wealth Management, LLC 5.027 -22,73 466 -23,86
2026-02-12 13F Front Row Advisors LLC 3.093 0,00 291 -1,02
2026-01-27 13F Horst & Graben Wealth Management LLC 2.432 0,04 229 -1,30
2026-02-17 13F/A Kovack Advisors, Inc. 11.916 52,81 1.122 51,42
2026-02-17 13F/A Sentinus, LLC 3.638 5,21 343 4,27
2026-02-13 13F 10Elms LLP 33.485 -7,87 3.153 -8,82
2026-01-23 13F Westside Investment Management, Inc. 2.438 -0,61 229 -1,72
2026-02-17 13F Hansen & Associates Financial Group, Inc. 24.455 11,42 2.346 -88,67
2026-02-04 13F Securian Asset Management, Inc 870.287 -4,08 81.946 -5,07
2026-01-20 13F Pine Harbor Wealth Management, LLC 2.911 274
2026-02-13 13F Charles Schwab Investment Management Inc 0 -100,00 0
2026-04-08 13F Canandaigua National Corp 4.249 394
2026-02-13 13F Baird Financial Group, Inc. 100.406 -1,64 9.454 -2,66
2026-02-10 13F Pecaut & Co. 42.198 2,54 3.973 1,48
2026-02-17 13F Family Management Corp 66.326 97,95 6.245 95,95
2026-02-09 13F HBK Sorce Advisory LLC 2.225 -16,07 214 -15,48
2026-04-13 13F IFP Advisors, Inc 140.507 -1,22 13.031 -2,72
2026-04-17 13F Union Savings Bank 740 0,00 69 -1,45
2026-01-26 13F Asset Dedication, LLC 8.328 -1,90 784 -2,85
2026-02-10 13F KERR FINANCIAL PLANNING Corp 12.688 114,54 1.203 115,41
2026-01-30 13F Smart Money Group LLC 18.430 0,02 1.735 -1,03
2026-02-02 13F Horizon Investments, LLC 1.191.694 -1,33 112.210 -2,34
2026-02-17 13F Edmond De Rothschild Holding S.a. 6.963 -63,94 656 -64,34
2026-04-22 13F Midwest Financial Group LLC 8.703 0,39 807 -1,10
2026-04-07 13F CoreCap Advisors, LLC 21.661 3,82 2.009 2,24
2026-04-15 13F Parsons Capital Management Inc/ri 2.807 0,00 260 -1,52
2026-02-10 13F Eq Llc 5.639 -8,20 531 -9,25
2026-02-18 13F Garton & Associates Financial Advisors LLC 345 33
2026-01-09 13F 180 Wealth Advisors, Llc 22.200 -2,76 2.090 -3,78
2026-02-10 13F SCS Capital Management LLC 2.203 -43,61 207 -44,20
2026-01-20 13F Maryland Capital Advisors Inc. 1.848 0,00 174 -0,57
2026-04-23 13F Caliber Wealth Management, LLC / KS 50.838 -2,60 4.715 -4,07
2026-01-20 13F Stratos Wealth Advisors, LLC 2.752 6,38 259 5,28
2026-01-23 13F Avion Wealth 726 138,82 0
2026-01-30 13F Bogart Wealth, LLC 235 15,76 22 15,79
2026-02-12 13F Hibernia Wealth Partners, LLC 63.378 66,08 5.968 64,38
2026-01-26 13F AE Wealth Management LLC 111.002 55,87 10.452 54,26
2026-02-09 13F Choate Investment Advisors 60.422 -1,06 5.689 -2,07
2026-02-13 13F Cozad Asset Management Inc 43.943 -0,13 4.138 -1,17
2026-02-10 13F Colton Groome Financial Advisors, Llc 3.963 0,18 373 -0,80
2026-04-08 13F Castle Rock Wealth Management, LLC 5.649 -0,53 527 -1,86
2026-01-23 13F Legacy Advisory Services, LLC 130.020 0,94 12.243 -0,10
2026-02-02 13F Pittenger & Anderson Inc 17 0,00 2 0,00
2026-02-24 13F Alternative Investment Advisors, LLC. 45.677 4.301
2026-02-09 13F Leavell Investment Management, Inc. 11.055 3,98 1.041 2,87
2026-04-24 13F Bayban 4.797 2,57 445 0,91
2026-04-27 13F Pensionmark Financial Group, Llc 65.710 -4,05 6.094 -5,51
2026-04-10 13F GEM Asset Management, LLC 5.866 0,00 544 -1,45
2026-04-17 13F Wealth Management Partners, LLC 26.661 -4,30 2.473 -5,76
2026-02-11 13F Cooper/haims Advisors, Llc 2.194 0,00 207 -0,96
2026-01-30 13F Caldwell Securities, Inc 529 0,00 50 -2,00
2026-02-12 13F Great Valley Advisor Group, Inc. 41.048 8,33 3.865 7,18
2026-01-14 13F Donaldson Capital Management, Llc 3.050 0,03 287 -1,03
2026-02-17 13F Millennium Management Llc 2.943 277
2026-02-04 13F Independent Advisor Alliance 5.274 20,30 497 18,94
2026-02-13 13F Integrated Wealth Concepts LLC 282.483 -16,45 26.599 -17,31
2026-04-17 13F Baker Ellis Asset Management LLC 0 -100,00 0
2026-04-10 13F Connecticut Capital Management Group, LLC 2.680 0,00 249 -1,59
2026-02-10 13F Thoroughbred Financial Services, Llc 16.532 14,61 2 0,00
2026-02-10 13F Yukon Wealth Management, Inc. 6.715 -8,44 639 -8,46
2026-04-16 13F BridgePort Financial Solutions, LLC 87.001 -4,15 8.068 -5,59
2026-02-17 13F Susquehanna International Group, Llp 0 -100,00 0 -100,00
2026-02-12 13F Zevin Asset Management Llc 3.535 333
2026-02-11 13F Ipsen Advisor Group LLC 0 -100,00 0
2026-02-09 13F Allstate Corp 58.372 27,64 5.496 26,34
2026-02-12 13F Johnson Financial Group, Inc. 33.608 -0,82 3.165 -1,83
2026-04-21 13F Gilpin Wealth Management, Llc 5.770 0,00 535 -1,47
2026-02-12 13F Walled Lake Planning & Wealth Management, Llc 173.103 2,75 16.299 1,69
2026-01-29 13F Sanctuary Advisors, LLC 226.463 -0,35 21.324 -1,38
2026-02-06 13F Van Hulzen Asset Management, LLC 98.158 2,99 9.243 1,93
2026-02-11 13F IMA Wealth, Inc. 149 0,00 14 0,00
2026-04-13 13F Kelly Financial Services LLC 4.160 -2,64 386 -4,23
2026-02-12 13F CIBC Private Wealth Group, LLC 16.021 -8,14 1.509 -9,10
2026-02-06 13F New Millennium Group LLC 137 0,00 13 -7,69
2026-02-13 13F TritonPoint Partners, LLC 14.747 1.389
2026-04-21 13F Merkkuri Wealth Advisors LLC 451 42
2026-04-27 13F PFG Investments, LLC 7.744 -63,85 718 -64,40
2026-04-15 13F WESPAC Advisors SoCal, LLC 6.826 0,00 633 -1,40
2026-04-27 13F GDS Wealth Management 278.149 5,10 25.796 3,51
2026-01-30 13F Valued Wealth Advisors LLC 340 0,00 32 0,00
2026-02-19 13F CI Private Wealth, LLC 67.565 9,38 6.187 5,27
2026-04-27 13F Level Wealth Management LLC 5.944 551
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 2.641 -11,17 245 -12,54
2025-11-14 13F Squarepoint Ops LLC 0 -100,00 0
2026-02-13 13F First Trust Advisors Lp 8.758 -1,66 825 -2,72
2026-02-13 13F Kestra Advisory Services, LLC 0 -100,00 0
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-01-27 13F First Horizon Corp 305 -61,73 29 -62,67
2026-01-20 13F Meridian Investment Counsel Inc. 3.284 0,00 309 -0,96
2026-04-14 13F Southland Equity Partners LLC 14.771 -2,46 1.370 -3,93
2026-02-09 13F Unified Investment Management 2.228 0,04 210 -0,95
2026-04-23 13F Vista Investment Partners Ii, Llc 2.505 -1,34 232 -2,93
2026-02-11 13F CNB Bank 471 0,00 44 0,00
2026-02-04 13F HORAN Wealth, LLC 7.559 0,95 712 -0,14
2026-04-21 13F Cfm Wealth Partners Llc 58.971 0,36 5.469 -1,16
2026-04-16 13F Brookstone Capital Management 893.614 4,60 82.874 3,02
2026-04-16 13F Financial Management Network Inc 5.592 -6,30 525 -6,09
2026-02-13 13F Brown Advisory Inc 15.633 2,29 1.472 1,24
2026-04-17 13F Murphy & Mullick Capital Management Corp 184 0,00 17 0,00
2026-01-12 13F Heartwood Wealth Advisors LLC 0 -100,00 0
2026-01-21 13F Jmac Enterprises Llc 108.684 1,82 10.234 0,77
2026-04-13 13F Woodside Wealth Management LLC 41.479 -7,80 3.847 -9,21
2026-04-07 13F Fragasso Group Inc. 45.768 -5,51 4.276 -6,25
2026-04-16 13F Capital Investment Advisors, LLC 2.754 -9,14 255 -10,53
2026-02-13 13F Barclays Plc 529.659 5,87 49.873 4,78
2026-01-21 13F Westfuller Advisors, LLC 740 0,41 70 -1,43
2026-04-16 13F Evolve Private Wealth, Llc 4.122 2,21 382 0,79
2026-02-10 13F Goldman Sachs Group Inc 166.194 -24,60 15.649 -25,38
2026-04-24 13F Reality Financial Planning Services, LLC 37.383 6,89 3.467 5,25
2026-02-02 13F Blake Schutter Theil Wealth Advisors, LLC 25.835 -0,21 2.433 -1,26
2026-01-22 13F Yarger Wealth Strategies, Llc 13.297 0,39 1.252 -0,63
2025-11-14 13F Caisse De Depot Et Placement Du Quebec 0 -100,00 0
2026-02-10 13F Guidance Point Advisors, LLC 10.926 0,06 1.029 -0,96
2026-04-24 13F Syntax Research, Inc. 30.354 86,98 2.815 84,23
2026-01-28 13F CAPROCK Group, Inc. 18.274 10,34 1.721 10,19
2026-04-23 13F Kerntke Otto McGlone Wealth Management Group 9.851 0,41 914 -1,08
2026-04-27 13F Soltis Investment Advisors LLC 12.524 -0,46 1.162 -1,94
2026-02-17 13F Capital Insight Partners, Llc 20.602 -17,61 1.940 -18,46
2025-11-13 13F Glenmede Investment Management, LP 416.136 -5,49 39.591 -4,21
2026-02-10 13F Meitav Dash Investments Ltd 0 -100,00 0
2026-04-17 13F Fifth Third Wealth Advisors LLC 2.900 -61,92 269 -62,62
2026-04-17 13F Atlas Brown,Inc. 4.401 0,64 408 -0,73
2026-01-28 13F Financial Perspectives, Inc 1.415 14,95 133 13,68
2026-04-14 13F Patriot Investment Management Inc. 28.495 -0,61 2.643 -2,11
2026-04-22 13F Stone House Investment Management, LLC 4.075 1,32 378 -0,26
2026-04-08 13F Leonard Rickey Investment Advisors P.L.L.C. 169.816 -3,79 15.749 -5,24
2026-04-03 13F Global Wealth Strategies & Associates 388 0,00 36 -2,78
2026-02-12 13F Foster Dykema Cabot & Partners, Llc 35 -77,99 3 -80,00
2026-02-13 13F LGT Financial Advisors LLC 0 -100,00 0
2026-02-17 13F One Wealth Capital Management, Llc 3.860 1,66 363 0,55
2026-04-21 13F Columbus Macro, LLC 4.706 -3,74 436 -5,22
2026-04-20 13F Darrow Company, Inc. 179.532 2,70 16.650 1,15
2026-01-29 13F Golden State Equity Partners 15.856 -2,51 1.493 -3,49
2026-02-11 13F Manchester Capital Management LLC 1.011 95
2026-04-06 13F Washington Trust Advisors, Inc. 1.300 0,00 121 -1,64
2026-02-13 13F Glen Eagle Advisors, LLC 2.192 0,05 206 -0,96
2026-02-13 13F Avant Capital LLC 74.484 -2,41 7.013 -3,42
2026-04-24 13F Brown Financial Advisory 6.452 -23,30 598 -24,49
2025-11-14 13F Skopos Labs, Inc. 0 -100,00 0
2026-02-04 13F Dogwood Wealth Management LLC 0 -100,00 0
2026-02-09 13F Integrity Advisory Solutions, LLC 2.414 -6,72 227 -7,72
2026-04-21 13F GFG Capital, LLC 15.804 -14,86 1.466 -16,14
2025-11-06 13F Financial Advocates Investment Management 21.568 -37,81 2.220 -31,83
2026-04-17 13F United Advisor Group, LLC 8.466 14,39 785 12,79
2026-04-27 13F Moran Wealth Management, LLC 0 -100,00 0
2026-02-13 13F Icon Wealth Advisors, LLC 29.239 1,89 2.753 0,84
2026-04-08 13F Graves-Light Private Wealth Management, Inc. 10.712 0,00 993 -1,49
2026-02-12 13F Jane Street Group, Llc 50.165 82,10 4.724 80,27
2026-02-13 13F Mariner, LLC 1.055.276 -13,28 99.365 -14,18
2026-02-17 13F Tower Research Capital LLC (TRC) 36.406 404.411,11 3.428
2026-02-11 13F Capital Group Private Client Services, Inc. 0 -100,00 0 -100,00
2026-02-13 13F Change Path, LLC 143.176 -3,33 13.481 -4,32
2026-04-21 13F Old National Bancorp /in/ 3.904 362
2026-04-20 13F Ritholtz Wealth Management 800.500 74.238
2026-04-13 13F Enclave Advisors LLC 4.161 -11,18 386 -12,70
2026-02-10 13F Allred Capital Management, LLC 68.191 0,67 6.421 -0,37
2026-01-29 13F Concurrent Investment Advisors, LLC 93.655 9,94 8.819 8,81
2026-04-20 13F YANKCOM Partnership 541 0,00 50 0,00
2026-01-30 13F Wealthfront Advisers Llc 9.537 8,93 898 7,93
2026-01-15 13F 4J Wealth Management LLC 6.275 -0,40 591 -1,50
2026-02-17 13F Hancock Whitney Corp 3.764 0,00 354 -1,12
2026-04-13 13F Cyndeo Wealth Partners, LLC 33.307 1,57 3.089 0,03
2026-02-10 13F Frederick Financial Consultants, LLC 2.350 0,00 221 -0,90
2026-02-17 13F Rakuten Investment Management, Inc. 102.883 0,00 9.745 0,00
2026-02-05 13F IMG Wealth Management, Inc. 3.474 0,00 327 -0,91
2026-04-20 13F Kastel Capital Advisors, LLC 30.899 0,00 2.909 0,00
2026-04-24 13F Stock Yards Bank & Trust Co 84.546 -6,27 7.841 -7,69
2026-04-17 13F Trinity Wealth Management, LLC 167.481 -0,31 15.532 -1,81
2026-02-17 13F VestGen Advisors, LLC 10.160 -79,66 957 -79,88
2026-02-13 13F Morgan Stanley 15.236.841 3,15 1.434.701 2,09
2026-04-10 13F Harpswell Capital Advisors, LLC 4.000 -27,27 371 -28,43
2026-01-30 13F Citizens National Bank Trust Department 1.591 0,00 150 -1,32
2026-04-21 13F Pinnacle Associates Ltd 2.488 -26,37 231 -27,67
2026-04-10 13F Intellectus Partners, LLC 18.133 -0,09 1.682 -1,58
2025-11-14 13F Wolverine Trading, Llc Call 3.200 303
2026-02-11 13F Simplex Trading, Llc 502 -83,06 47
2026-02-10 13F Calton & Associates, Inc. 36.615 -8,37 3.448 -9,31
2026-02-04 13F Community Bank, N.A. 2.500 0,00 235 -0,84
2026-01-27 13F BankPlus Trust Department 630 0,00 59 0,00
2026-04-10 13F Harbor Group, Inc. 4.039 2,59 375 1,08
2026-04-24 13F Alexis Investment Partners, LLC 0 -100,00 0
2026-02-10 13F Operose Advisors LLC 331 0,00 31 0,00
2026-01-22 13F ETF Store, Inc. 29.275 1,26 2.757 0,22
2026-04-14 13F Prospera Financial Services Inc 74.429 0,18 6.904 -1,33
2026-04-21 13F Accredited Investor Services, Llc 24.851 -0,78 2.305 -2,29
2026-04-20 13F SILVER OAK SECURITIES, Inc 7.835 -75,44 727 -76,03
2026-02-11 13F Strategy Asset Managers Llc 19.348 3,81 1.822 2,71
2026-04-08 13F Miracle Mile Advisors, LLC 17.178 -31,85 1.593 -32,87
2026-04-15 13F Planning Directions Inc 4.730 -1,91 439 -3,52
2026-02-11 13F Wealthgarden F.s. Llc 5.427 1,38 518 2,37
2026-02-05 13F Cambridge Investment Research Advisors, Inc. 1.418.508 20,87 134 19,82
2026-04-22 13F Coston, McIsaac & Partners 1.293 0,00 0
2026-02-27 13F Compass Financial Services Inc 491 0,41 46 0,00
2026-02-03 13F Patten & Patten Inc/tn 6.747 -0,37 635 -1,40
2026-02-17 13F Atom Investors LP 118.443 10,13 11.153 9,00
2026-04-15 13F Cypress Wealth Services, LLC 7.380 -3,34 684 -4,74
2026-02-10 13F Verus Capital Partners, Llc 129.481 8,08 12.192 6,96
2026-04-13 13F Chris Bulman Inc 2.716 -25,75 252 -27,03
2026-01-07 13F Sagespring Wealth Partners, Llc 261.676 -7,65 24.639 -8,60
2026-01-23 13F Lester Murray Antman dba SimplyRich 220.714 4,76 21 0,00
2026-02-11 13F Landing Point Financial Group, LLC 2.222 0,05 209 -0,95
2026-02-05 13F Stephens Inc /ar/ 19.748 -12,00 1.859 -12,93
2026-02-05 13F 1620 Investment Advisors, Inc. 30 0,00 3 0,00
2026-02-13 13F Croban 41.502 3,08 3.907 2,01
2026-02-19 13F Atomi Financial Group, Inc. 13.289 -8,04 1.251 -8,95
2026-01-30 13F Carrera Capital Advisors 164.230 -5,66 15.464 -6,64
2026-04-21 13F Spectrum Asset Management, Inc. (NB/CA) 49.279 -59,86 4.570 -60,46
2026-02-23 13F Sonoma Allocations LLC 2.366 0,42 226 2,74
2026-04-08 13F JGP Wealth Management, LLC 7.427 -0,31 689 -1,85
2026-04-22 13F Muirfield Wealth Advisors Llc 44.726 11,15 4.148 9,48
2026-02-13 13F Graney & King, LLC 0 -100,00 0
2026-04-13 13F Fiduciary Financial Group, Llc 22.610 -4,28 2.097 -5,76
2026-02-12 13F JPL Wealth Management, LLC 0 -100,00 0
2026-02-13 13F Gts Securities Llc 54.400 5.122
2026-04-17 13F Provident Wealth Management, LLC 13.440 -3,44 1.246 -4,89
2026-02-10 13F Opulen Financial Group LLC 5.129 0,18 483 -1,03
2026-01-30 13F Turning Point Benefit Group, Inc. 5 0,00 0
2026-01-22 13F K2 Financial Inc. 11.940 0,40 1.129 0,62
2026-02-06 13F CFO4Life Group, LLC 11.768 -3,71 1.108 -4,65
2026-02-04 13F Mascoma Wealth Management LLC 24.406 -3,65 2.298 -4,61
2026-02-19 13F Birchwood Financial Partners, Inc. 883 83
2026-04-23 13F J.w. Cole Advisors, Inc. 103.366 0,73 9.586 19,05
2026-02-18 13F Beacon Pointe Advisors, LLC 238.418 2,18 22.449 1,13
2026-04-23 13F Blue Rock Wealth Management LLC 10.248 -0,29 950 -1,76
2026-02-17 13F IHT Wealth Management, LLC 91.985 -0,67 8.662 -1,68
2026-02-12 13F Cloud Capital Management, LLC 0 -100,00 0
2026-02-18 13F GWM Advisors LLC 0 -100,00 0
2026-04-15 13F Bernardo Wealth Planning LLC 19.286 -7,89 1.789 -9,28
2026-02-13 13F Ieq Capital, Llc 12.797 56,79 1.205 55,28
2026-02-04 13F Midwest Trust Co 7.370 7,64 694 6,45
2026-02-03 13F International Assets Investment Management, Llc 14.244 -5,87 1.341 -5,96
2026-02-09 13F Allium Financial Advisors, Llc 0 -100,00 0 -100,00
2026-04-13 13F Bourgeon Capital Management Llc 3.900 0,00 362 -1,63
2026-02-04 13F Cascades Capital Asset Management, LLC 3.687 -90,57 347 -90,67
2026-02-17 13F Wealth Watch Advisors, INC 144 28,57 14 30,00
2026-02-17 13F Running Point Capital Advisors, LLC 65.404 -9,52 6.158 -10,44
2026-02-09 13F Cary Street Partner Investment Advisory Llc 1.630 9,47 153 8,51
2026-02-06 13F Baron Silver Stevens Financial Advisors, Llc 224.532 -1,48 21.142 -2,49
2026-01-30 13F American Capital Advisory, LLC 1.127 18,76 106 17,78
2026-04-22 13F Hoese & Co LLP 17.681 -5,37 1.640 -6,82
2026-01-23 13F Smallwood Wealth Investment Management, LLC 0 -100,00 0
2026-04-09 13F Tompkins Financial Corp 52.492 0,14 4.868 -1,36
2026-04-22 13F Aureum Wealth Management, LLC 44.436 37,19 4.121 35,13
2026-01-23 13F BSW Wealth Partners 0 -100,00 0 -100,00
2026-01-26 13F Key Capital Management, INC 245 23
2026-01-30 13F Aries Wealth Management 30.085 -1,83 2.833 -2,85
2026-01-28 13F Diversified Enterprises, LLC 34.957 3,88 3.292 2,81
2026-02-03 13F Black Diamond Financial, LLC 18.029 -3,67 1.698 -4,66
2026-02-09 13F Keating Financial Advisory Services, Inc. 14.372 1.353
2026-01-26 13F Bcm Advisors, Llc 34.107 -3,06 3.236 -2,38
2026-02-13 13F Destination Wealth Management 3.774 0,00 355 -1,11
2026-02-17 13F Gladstone Institutional Advisory LLC 77.971 1,77 7.342 0,71
2026-04-27 13F Truist Financial Corp 342.687 1,63 31.781 0,10
2026-02-17 13F Davis Wealth Advisors, LLC 2.217 209
2026-04-24 13F Perryman Financial Advisory Inc /ad 32.192 -4,32 2.986 -5,78
2026-01-26 13F Whittier Trust Co 25.011 0,00 2.365 -0,63
2026-04-17 13F CENTRAL TRUST Co 7.514 0,00 697 -1,56
2026-04-10 13F Ballew Advisors, Inc 16.930 -24,31 1.589 -24,62
2026-04-27 13F FF Advisors,LLC 6.394 -0,47 603 -0,17
2026-04-27 13F Garrett Wealth Advisory Group, LLC 109.318 -2,48 10.138 -3,94
2026-02-17 13F Silvercrest Asset Management Group Llc 82.983 4,94 7.814 3,85
2026-04-16 13F Phillips Financial Management, Llc 0 -100,00 0
2026-04-23 13F Accurate Wealth Management, LLC 0 -100,00 0
2026-02-12 13F Jane Street Group, Llc Call 7.600 52,00 716 50,53
2026-02-10 13F Welch & Forbes Llc 19.116 0,00 1.800 -1,05
2026-02-12 13F Wealthspire Advisors, LLC 10.075 49,39 949 47,89
2026-04-27 13F Latitude Advisors, LLC 4.407 -1,89 409 -3,55
2026-02-11 13F Straight Path Wealth Management 0 -100,00 0
2026-02-12 13F Planning Project LLC 29 3
2026-02-10 13F B&l Asset Management Llc 3.123 0,00 294 -1,01
2026-02-12 13F Mission Creek Capital Partners, Inc. 6.793 640
2026-01-30 13F Canandaigua National Bank & Trust Co 4.249 0,00 400 -0,99
2025-12-29 13F Swiss Life Asset Management Ltd 0 -100,00 0
2026-04-22 13F Fort Washington Investment Advisors Inc /oh/ 2.372 0,00 220 -1,79
2026-04-21 13F Vise Technologies, Inc. 50.158 0,00 4.723 0,00
2026-04-17 13F Nottingham Advisors, Inc. 6.831 -0,58 634 -2,01
2026-02-11 13F Prestige Wealth Management Group LLC 172 0,00 16 0,00
2025-10-31 13F Fairman Group, LLC 0 -100,00 0
2026-04-17 13F Nautilus Advisors LLC 2.935 0,00 272 -1,45
2026-02-24 13F SG Trading Solutions, LLC 108.078 10
2026-04-22 13F Detalus Advisors, LLC 25.153 -0,87 2.333 -2,39
2026-02-18 13F First Citizens Bank & Trust Co 24.656 -0,51 2.322 -1,53
2026-02-06 13F FourThought Financial Partners, LLC 5.441 0,00 512 -0,97
2026-01-29 13F Comprehensive Financial Consultants Institutional, Inc. 15.802 -0,92 1.488 -1,98
2026-01-23 13F Dara Capital Us, Inc. 5.749 542
2026-02-04 13F BCJ Capital Management, LLC 8.970 9,31 845 8,21
2026-02-02 13F Benjamin Edwards Inc 19.571 0,94 1.843 -0,11
2025-11-14 13F WealthTrak Capital Management LLC 0 -100,00 0
2026-02-04 13F Money Concepts Capital Corp 123.619 -9,46 11.640 -10,39
2026-04-21 13F Patton Albertson Miller Group, Llc 0 -100,00 0
2026-03-20 13F Purpose Unlimited Inc. 14.453 1.361
2026-04-22 13F TBH Global Asset Management, LLC 9.381 -23,05 870 -24,15
2026-02-11 13F Tradition Wealth Management, LLC 37.837 -25,78 3.563 -26,56
2026-04-24 13F Eagle Bay Advisors LLC 0 -100,00 0
2026-04-20 13F Ronald Blue Trust, Inc. 400 -0,25 37 0,00
2026-04-08 13F Mma Asset Management Llc 2.351 0,00 218 -1,36
2026-02-12 13F FineMark National Bank & Trust 3.556 5,24 335 4,05
2026-02-05 13F Park Square Financial Group, LLC 18 12,50 2 0,00
2026-02-10 13F Weaver Consulting Group 38.767 -2,70 3.650 -3,69
2025-11-03 13F Principle Wealth Partners Llc 0 -100,00 0 -100,00
2026-04-27 13F Mosley Wealth Management 13.711 0,12 1.304 -0,15
2026-04-14 13F Heirloom Wealth Management 5.388 500
2026-04-15 13F Silverlake Wealth Management Llc 4.667 -9,15 433 -10,56
2026-04-13 13F Moody Lynn & Lieberson, Llc 2.407 0,00 223 -1,33
2026-04-15 13F Archford Capital Strategies, LLC 0 -100,00 0
2026-04-23 13F Signature Securities Group Corporation 4.948 12,33 459 10,63
2026-04-06 13F InTrack Investment Management Inc 2.585 -3,58 240 -5,16
2026-01-23 13F Transcend Wealth Collective, Llc 10.702 0,65 1.008 -0,40
2026-02-17 13F Gotham Asset Management, LLC 56.069 68,07 5.279 66,37
2026-02-12 13F Connecticut Wealth Management, LLC 3.276 0,00 308 -0,96
2026-02-06 13F EverSource Wealth Advisors, LLC 3.542 0,23 334 -0,89
2026-02-03 13F Bokf, Na 36.212 5.566,98 3.410 5.581,67
2026-02-06 13F Commonwealth Financial Services, LLC 2.526 0,00 238 -1,25
2026-02-09 13F IPG Investment Advisors LLC 0 -100,00 0
2026-02-13 13F Magnolia Capital Advisors Llc 22.901 8,81 2.156 7,69
2026-02-13 13F Ubs Asset Management Americas Inc 5.568 173,88 524 306,20
2026-02-10 13F WCG Wealth Advisors LLC 13.429 1.264
2026-02-13 13F Mosaic Financial Group, Llc 3.373 0,00 0
2026-04-27 13F Arcadia Wealth Management, LLC 2.178 -25,21 202 -26,64
2026-02-04 13F Strait & Sound Wealth Management LLC 12.034 -4,69 1.133 -5,66
2026-02-05 13F Bank Julius Baer & Co. Ltd, Zurich 5.703 537
2026-03-24 13F Armis Advisers, LLC 3.240 7,46 299 7,17
2026-04-08 13F Ptm Wealth Management, Llc 9.357 -0,35 874 -0,91
2026-04-17 13F Monticello Wealth Management, Llc 57.219 -0,01 5.307 -1,52
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 67 6
2026-02-10 13F Winthrop Capital Management, LLC 112.484 -3,34 11 -9,09
2026-02-13 13F Pacific Center for Financial Services 238.345 0,00 22.676 0,00
2026-04-06 13F Baring Financial LLC 18.873 4,73 1.750 3,18
2026-04-22 13F Motco 38 0,00 4 0,00
2026-01-26 13F Invested Advisors 3.844 362
2026-02-09 13F MTM Investment Management, LLC 2.311 0,00 218 -0,91
2026-02-13 13F Minot DeBlois Advisors LLC 565 -51,21 53 -51,82
2026-02-09 13F Putnam Fl Investment Management Co 5.688 80,69 536 78,93
2026-04-16 13F Montecito Bank & Trust 47.873 2,24 4.440 0,68
2026-01-21 13F Capital Investment Advisory Services, LLC 29.455 -4,58 2.773 -5,55
2026-02-12 13F Renaissance Technologies Llc 0 -100,00 0
2026-02-03 13F Crossmark Global Holdings, Inc. 0 -100,00 0 -100,00
2026-01-28 13F EPG Wealth Management LLC 0 -100,00 0
2026-02-11 13F Franklin Resources Inc 60.789 3,54 5.724 2,47
2026-02-10 13F Envestnet Asset Management Inc 3.480.989 -7,47 327.770 -8,43
2026-04-14 13F Nova Wealth Management, Inc. 245 23
2025-11-04 13F Flaharty Asset Management, LLC 0 -100,00 0 -100,00
2026-04-17 13F Arkfeld Wealth Strategies, L.L.C. 7.312 0,37 687 0,00
2026-04-20 13F Golden Reserve Retirement LLC 0 -100,00 0
2026-02-17 13F AIMZ Investment Advisors, LLC 8.024 0,00 756 -1,05
2025-11-21 13F Watts Gwilliam & Co., LLC 3.139 0,19 299 1,71
2026-01-20 13F Ascent Group, LLC 105.520 -5,63 9.936 -6,60
2026-04-09 13F Lantz Financial LLC 2.822 -6,21 262 -7,77
2025-11-12 13F Creekmur Asset Management LLC 9.738 -0,85 926 0,54
2026-04-03 13F Ridgewood Investments LLC 10.674 -6,93 990 -9,35
2026-04-27 13F Capital Financial Group Inc\co\ /adv 131.293 0,76 12.176 -0,76
2026-04-13 13F ONE Advisory Partners, LLC 6.086 -12,95 564 -14,29
2026-01-22 13F Evermay Wealth Management Llc 5.334 0,00 502 -0,99
2026-02-10 13F Catalyst Capital Advisors LLC 3.752.960 0,00 353.379 -1,03
2026-01-28 13F Kingswood Wealth Advisors, Llc 85.277 5,69 8.030 4,60
2026-04-24 13F Key FInancial Inc 1.539 -14,93 143 -16,47
2026-02-06 13F AAFCPAs Wealth Management, LLC 10.564 0,41 995 -0,60
2026-02-10 13F ShoreHaven Wealth Partners, LLC 13.544 5,94 1.275 4,85
2026-02-11 13F Cerity Partners LLC 1.222.695 4,22 115.129 3,15
2026-02-11 13F Vestcor Inc 420.748 438,47 40 457,14
2026-04-24 13F Balentine LLC 3.099 0,32 287 -1,03
2026-04-24 13F Able Wealth Management LLC 81.559 8,94 7.564 7,29
2026-02-03 13F Strategic Wealth Advisors LLC 670 0
2026-02-11 13F Stonebrook Private Inc. 8.400 791
2026-01-21 13F Signature Resources Capital Management, LLC 1.676 22,25 158 20,77
2026-02-10 13F Marble Wealth, LLC 3.019 284
2026-04-22 13F Networth Advisors, LLC 13 0,00 1 0,00
2026-04-27 13F Actinver Wealth Management, Inc. 5.427 -6,78 503 -8,21
2026-01-23 13F Freestone Capital Holdings, LLC 5.808 -7,04 547 -8,08
2026-01-30 13F Laurel Wealth Advisors LLC 615 58
2026-02-12 13F Compass Capital Corp /ma/ /adv 13.056 -23,41 1.252 -21,86
2026-01-26 13F Grandview Asset Management LLC 4.943 -20,27 465 -21,05
2026-02-03 13F Emerald Investment Partners, Llc 3.238 -3,29 305 -4,40
2026-04-17 13F Nova R Wealth, Inc. 14.606 0,23 1.355 -1,31
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-02-10 13F/A LVZ Advisors, Inc. 2.948 0,00 278 -1,07
2026-02-10 13F Shepherd Financial Partners LLC 20.390 -1,28 1.920 -2,34
2026-04-17 13F AdvisorNet Financial, Inc 4.553 0,35 422 -1,17
2025-11-03 13F Little House Capital Llc 0 -100,00 0
2026-01-15 13F Wealth Quarterback LLC 0 -100,00 0
2026-02-17 13F Meridian Wealth Advisors, LLC 197.634 40,44 18.609 39,00
2026-01-30 13F Archer Investment Corp 3.040 0,03 286 -1,04
2026-02-19 13F Mcguire Capital Advisors Inc 21 2
2026-02-12 13F Carson Advisory Inc. 2.427 2,28 229 1,33
2026-04-14 13F Wealthcare Advisory Partners LLC 25.641 60,13 2.378 57,73
2026-02-02 13F FSA Advisors, Inc. 51.958 177
2026-02-17 13F Glenmede Trust Co Na 425.429 -4,87 40.058 -4,36
2025-10-30 13F Twin Peaks Wealth Advisors, LLC 0 -100,00 0 -100,00
2026-04-27 13F Lodestar Private Asset Management Llc 24.019 -12,59 2.228 -13,92
2026-04-10 13F Cassilly Financial Group LLC 2.194 203
2025-11-13 13F Novus Advisors, Llc 0 -100,00 0 -100,00
2026-01-28 13F Geneos Wealth Management Inc. 573.795 4,40 54.029 3,32
2026-04-21 13F J.E. Simmons & Co., P.C. 11.885 5,47 1.102 3,86
2026-02-13 13F Shepherd Kaplan Krochuk, Llc 79.079 14,99 7.446 13,82
2026-01-14 13F Kraft, Davis & Associates, LLC 2.175 -0,73 205 -1,44
2026-01-29 13F UBS Group AG 3.418.226 -3,60 321.860 -4,60
2026-02-06 13F Lloyd Advisory Services, LLC. 1.937 182
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 0 -100,00 0
2026-02-17 13F Shelton Capital Management 5.004 0,00 471 -1,05
2026-04-24 13F Capital Asset Advisory Services LLC 16.999 -11,30 1.611 -11,15
2026-02-10 13F/A Northwestern Mutual Wealth Management Co 1.675.239 -6,79 157.740 -7,75
2026-04-13 13F Creative Financial Designs Inc /adv 1.439 5,42 133 3,91
2025-11-10 13F Tableaux Llc 0 -100,00 0 -100,00
2026-04-20 13F Kestra Private Wealth Services, Llc 14.258 -6,43 1.322 -7,81
2026-04-21 13F Maridea Wealth Management LLC 11.895 34,00 1.103 32,10
2026-02-10 13F Rice Partnership, LLC 0 -100,00 0
2026-03-24 13F Old North State Trust, LLC 5.192 -44,38 0
2025-11-07 13F Atticus Wealth Management, Llc 0 -100,00 0 -100,00
2026-04-21 13F Trilogy Capital Inc. 37.433 -7,30 3.472 -8,71
2026-04-24 13F Pursuit Wealth Strategies, Llc 2.399 226
2026-04-13 13F Successful Portfolios LLC 2.892 0,00 267 -2,20
2026-04-21 13F Venturi Wealth Management, LLC 6.138 0,24 569 -1,22
2026-04-23 13F Castellan Group, LLC 0 -100,00 0
2026-02-12 13F JT Stratford LLC 6.532 0,00 615 -0,97
2026-04-15 13F Aventus Investment Advisors, Inc. 6.411 -6,53 595 -7,91
2026-02-11 13F O'shaughnessy Asset Management, Llc 32.240 -0,92 3.036 -1,94
2026-02-13 13F Parkside Financial Bank & Trust 1.399 0,00 132 -1,50
2026-04-21 13F Sugar Maple Asset Management, LLC 34.651 -0,08 3.214 -1,59
2026-04-20 13F Balance Wealth, LLC 5.060 1,12 469 -0,42
2025-11-14 13F Capstone Investment Advisors, Llc 0 -100,00 0
2026-04-24 13F Patten Group, Inc. 4.744 -11,38 440 -12,90
2026-02-17 13F Cambria Investment Management, L.P. 6.671 628
2026-01-13 13F Team Financial Group, LLC 1.522 0,40 143 -0,69
2026-02-13 13F National Bank Of Canada /fi/ 25.028 0,82 2.357 -0,21
2026-04-20 13F Breakwater Capital Group 2.357 0,21 219 -1,36
2026-02-13 13F Maia Wealth LLC 13.426 10,47 1.278 12,70
2025-11-12 13F Transce3nd, LLC 0 -100,00 0
2026-04-14 13F ACT Advisors, LLC. 23.055 -0,81 2.138 -2,29
2026-01-29 13F Facet Wealth, Inc. 462.542 3,90 44.015 3,92
2026-02-06 13F Fortis Group Advisors, LLC 15.002 -19,62 1.424 -18,21
2026-04-07 13F Comprehensive Financial Planning, Inc./PA 633 0,32 59 -1,69
2026-02-10 13F Select Asset Management & Trust 70.420 0,00 7 0,00
2026-02-09 13F Blue Bell Private Wealth Management, Llc 1.033 376,04 97 385,00
2026-04-21 13F OneAscent Wealth Management LLC 2.850 -8,33 264 -9,59
2026-04-16 13F Asset Advisors Investment Management, LLC 174.387 1,38 16.173 -0,15
2026-01-12 13F Daymark Wealth Partners, Llc 4.611 -0,50 434 -1,36
2026-02-11 13F Wharton Business Group, LLC 66.635 -1,85 6.274 -2,86
2026-04-22 13F Continuum Advisory, LLC 3.196 19,52 296 17,93
2026-02-09 13F Coldstream Capital Management Inc 3.703 0,00 349 -1,14
2026-02-17 13F Roehl & Yi Investment Advisors, LLC 48.398 4.557
2026-04-24 13F Northwest Financial Advisors 9.371 0,11 869 -1,36
2025-10-30 13F Arcus Capital Partners, LLC 21.218 -3,16 2.019 -1,85
2026-04-14 13F XY Planning Network, Inc. 22.006 -3,24 2.039 -4,76
2026-04-27 13F Apeiron RIA LLC 4.318 -45,94 400 -47,09
2026-02-06 13F Tortoise Investment Management, LLC 2.147 0,00 202 -0,98
2026-04-27 13F Ergawealth Advisors, Inc. 12.249 0,35 1.136 -1,22
2026-04-17 13F PMG Wealth Management, Inc. 11.513 -0,39 1.068 -1,93
2026-04-20 13F Obermeyer Wood Investment Counsel, Lllp 3.890 0,00 361 -1,64
2026-02-13 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 11.051 -18,01 1.041 -18,88
2026-04-21 13F Polaris Investment Advisors, LLC 3.009 -59,20 279 -59,80
2026-02-11 13F Capital Analysts, Inc. 25.388 -3,38 2 0,00
2026-01-21 13F Townsend Asset Management Corp /nc/ /adv 17.713 -0,97 1.668 -2,00
2026-01-26 13F Mirae Asset Global Investments Co., Ltd. 80.000 -58,97 7.533 -65,81
2026-01-30 13F Smart Portfolios, LLC 4.427 -0,83 417 -1,89
2026-04-13 13F Sherman Wealth Management LLC 31.052 2,11 2.880 0,56
2026-02-13 13F Transamerica Financial Advisors, Inc. 11 1
2026-02-03 13F MA Private Wealth 98.840 3,19 9.307 2,13
2026-02-11 13F Tiaa Trust, National Association 7.450 -0,03 701 -0,99
2026-04-22 13F Norris Perne & French Llp/mi 0 -100,00 0
2026-02-02 13F Mcdonald Partners Llc 14.500 -1,29 1.365 -2,29
2026-04-16 13F Security National Bank 221 121,00 20 122,22
2026-04-16 13F Stephen J. Garry & Associates, Llc 9.545 -5,07 885 -6,45
2026-02-18 13F NFP Retirement, Inc. 6.743 0,00 635 -1,09
2026-02-03 13F Milestone Asset Management Group, LLC 34.685 14,28 3.266 13,09
2025-11-25 13F Briaud Financial Planning, Inc 0 -100,00 0
2026-02-10 13F ESL Trust Services, LLC 595 0,00 56 0,00
2026-04-27 13F Trademark Financial Management, LLC 3.198 -11,97 297 -13,45
2026-04-13 13F Mather Group, Llc. 74.942 -0,46 6.950 -1,96
2026-01-26 13F Cordatus Wealth Management LLC 48.708 1,31 4.586 0,26
2026-02-05 13F Granite Bay Wealth Management, LLC 8.472 24,22 798 22,99
2026-02-19 13F Torrey-Payne Wealth Management, LLC 85.719 8.188
2026-02-05 13F Western Wealth Management, LLC 74.251 28,42 6.992 27,11
2026-04-07 13F Estate Planners Group, LLC 931 88
2026-04-17 13F HHM Wealth Advisors, LLC 41.232 -1,79 3.824 -3,29
2026-04-13 13F Garrett Investment Advisors LLC 37.178 -4,16 3.448 -5,61
2026-02-17 13F Two Sigma Investments, Lp 2.492.600 -8,81 234.703 -9,75
2026-04-27 13F TCI Wealth Advisors, Inc. 4.544 -0,79 421 -2,32
2026-02-17 13F Cambridge Associates Llc /ma/ /adv 78.366 7.379
2026-04-27 13F/A New World Advisors LLC 0 -100,00 0
2026-02-10 13F Savant Capital, LLC 97.101 13,61 9.143 12,45
2026-02-24 13F Barnes Wealth Management Group, Inc 5.629 -3,32 530 -4,34
2026-04-14 13F Kozak & Associates, Inc. 223 0,00 21 -4,76
2026-04-16 13F Lexington Hill Partners, LLC 18.989 -45,47 1.761 -46,28
2026-01-08 13F Lincoln Capital LLC 10.650 0,00 1.003 -1,09
2026-02-10 13F Daiwa Securities Group Inc. 34.890 -2,54 3 0,00
2026-02-13 13F Potentia Wealth 7.330 -0,18 690 -1,15
2026-02-17 13F Stage Harbor Financial, Llc 2.390 -24,03 225 -24,75
2026-04-10 13F Pure Financial Advisors, Inc. 3.073 285
2026-02-17 13F Junto Capital Management LP 0 -100,00 0
2026-04-15 13F DecisionMap Wealth Management, LLC 4.878 -73,32 452 -73,74
2026-02-09 13F MSH Capital Advisors LLC 2.411 0,58 227 -0,44
2026-04-23 13F Summit Investment Advisory Services, LLC 23.437 -2,71 2.174 -4,19
2026-04-14 13F Nbc Securities, Inc. 14.318 -6,07 1.328 -7,53
2025-11-14 13F Cubist Systematic Strategies, LLC 0 -100,00 0 -100,00
2026-01-05 13F Foguth Wealth Management, LLC. 3.294 -1,52 308 -1,60
2026-02-11 13F Tacita Capital Inc 32.065 -2,90 3.019 -3,88
2026-02-03 13F RWM Asset Management, LLC 11.152 -0,14 1.065 0,28
2026-04-23 13F Littlejohn Financial Services, Inc. 54.216 0,28 5.028 -1,24
2026-02-10 13F Dynasty Wealth Management, Llc 893.591 -29,18 84.140 -29,91
2026-02-13 13F W Advisors, Llc 6.864 -11,03 646 -11,99
2026-02-17 13F LaSalle St. Investment Advisors, LLC 2.218 -40,66 0
2026-04-23 13F Ewa, Llc 15.169 -2,96 1.407 -4,42
2026-02-13 13F Lifeworks Advisors, LLC 2.760 -55,90 260 -56,47
2026-02-18 13F Alpha Capital Advisors Inc /adv 98.039 9.243
2026-02-17 13F Westwood Holdings Group Inc 2.359 -17,95 222 -18,98
2026-04-21 13F Pallas Capital Advisors LLC 21.900 -31,54 2.031 -32,57
2026-04-22 13F Accretive Wealth Partners, LLC 2.280 211
2025-11-14 13F Financial Network Wealth Management LLC 0 -100,00 0
2026-02-17 13F WFA of San Diego, LLC 0 -100,00 0
2026-04-08 13F Birchbrook, Inc. 72.320 -2,52 6.707 -3,99
2026-04-08 13F McNaughton Wealth Management, LLC 46.762 -5,31 4.337 -6,75
2026-02-13 13F KilterHowling LLC 137.205 2,99 12.919 1,93
2026-02-13 13F/A New England Private Wealth Advisors LLC 101.575 -3,28 9.564 -4,27
2026-02-10 13F Rothschild Investment Llc 1.844 0,00 174 -1,14
2026-04-06 13F Rosenberg Matthew Hamilton 3.006 0,00 279 -1,77
2026-04-22 13F Apollon Financial, LLC 53.926 -2,19 5.001 -3,66
2025-11-12 13F Kensington Asset Management, LLC 0 -100,00 0
2026-04-15 13F Valley National Advisers Inc 91 -79,22 0
2026-02-05 13F Leuthold Group, Llc 2.338 -1,89 220 -2,65
2026-04-20 13F McKinley Carter Wealth Services, Inc. 4.026 0,10 373 -1,32
2026-01-07 13F Aventura Private Wealth, LLC 664 0,00 63 -1,59
2026-02-09 13F Avalon Trust Co 2.550 -59,84 240 -60,26
2026-04-16 13F Center For Asset Management LLC 8.290 -21,06 769 -22,27
2026-04-22 13F Ridgecrest Wealth Partners, Llc 6.187 0,00 574 -1,55
2026-02-11 13F Gwn Securities Inc. 3.522 0,11 332 -0,90
2026-04-17 13F Braeburn Wealth Management LLC 19.485 -1,51 1.807 -2,95
2026-02-14 13F Rockefeller Capital Management L.P. 202.560 11,68 19.081 10,58
2026-02-11 13F Buckingham Strategic Partners 44.382 -23,23 4.179 -22,87
2025-11-12 13F Edgestream Partners, L.P. 0 -100,00 0 -100,00
2026-04-02 13F Aspect Partners, LLC 5.798 60,65 538 58,41
2026-02-10 13F New Republic Capital, LLC 5.149 -8,07 485 -9,02
2026-04-27 13F Exencial Wealth Advisors, Llc 9.537 6,10 884 4,49
2026-02-17 13F Opus Financial Solutions LLC 3.556 335
2026-04-17 13F Aspire Growth Partners LLC 16.371 -0,32 1.518 -1,81
2026-04-24 13F Enzi Wealth 33.155 -12,47 3.075 -14,23
2026-02-13 13F Wilkerson Advisory Group LLC 176 17
2026-04-10 13F FORM Wealth Advisors, LLC 10.031 -50,47 930 -51,23
2026-04-23 13F First Pacific Financial 1.082 0,37 100 -0,99
2026-02-17 13F Tolleson Wealth Management, Inc. 9.890 0,00 931 -0,96
2026-04-16 13F Scott & Selber, Inc. 2.161 0,05 200 -1,48
2026-04-10 13F Perfromance Wealth Partners, LLC 44.298 23,53 4.108 21,68
2026-04-15 13F Brady Martz Wealth Solutions, LLC 5.664 0,00 525 -1,50
2026-02-13 13F Arkadios Wealth Advisors 58.778 -8,02 5.535 -8,97
2026-04-08 13F Sapient Capital Llc 13.995 0,00 1.298 -2,04
2026-02-17 13F Creative Planning 250.310 -5,07 23.569 -6,04
2026-02-03 13F Luken Investment Analytics, LLC 425 0,00 40 0,00
2026-02-04 13F Meridian Wealth Management, LLC 6.143 0,62 578 -0,34
2026-01-27 13F Belpointe Asset Management LLC 6.493 1,93 611 0,83
2026-02-10 13F JMG Financial Group, Ltd. 12.847 0,00 1.210 -1,06
2026-02-12 13F Tripletail Wealth Management, LLC 0 -100,00 0
2026-01-28 13F Hobbs Group Advisors, LLC 37.940 -39,83 3.572 -40,45
2026-02-09 13F First National Trust Co 2.385 225
2026-02-06 13F Advisory Alpha, LLC 22.704 5,21 2.138 4,50
2026-01-27 13F PFG Advisors 14.741 -14,91 1.388 -15,78
2026-04-22 13F Caldwell Trust Co 1.095 -31,35 102 -32,67
2026-04-13 13F Winthrop Advisory Group LLC 2.778 -11,61 258 -12,88
2026-01-28 13F Chicago Partners Investment Group LLC 7.978 -45,28 757 -44,94
2026-02-11 13F LPL Financial LLC 6.288.665 -3,95 592.141 -4,94
2026-01-08 13F Sound View Wealth Advisors Group, LLC 10.280 -0,93 968 -2,03
2026-02-12 13F Gerber Kawasaki Wealth & Investment Management 119.794 -0,94 11.280 -1,96
2026-04-22 13F Millburn Ridgefield Corp 4.242.597 13,05 393.458 11,34
2026-02-06 13F Csenge Advisory Group 69.085 0,41 6.505 -0,61
2026-04-27 13F Wbh Advisory Inc 6.747 -8,34 625 -9,81
2026-04-22 13F Wetzel Investment Advisors, Inc. 13.617 -6,55 1.263 -8,02
2026-02-03 13F Lubar & Co., Inc 0 -100,00 0
2026-02-02 13F Ascent Wealth Partners, LLC 19.646 1,44 1.850 0,38
2026-01-12 13F AllSquare Wealth Management LLC 83 0,00 8 0,00
2026-02-02 13F Opes Wealth Management LLC 9.429 -4,70 888 -5,74
2026-02-13 13F SRS Capital Advisors, Inc. 46.109 4.342
2026-04-15 13F Apex Wealth Management, LLC 4.022 0,00 373 -1,58
2026-04-22 13F Patton Fund Management, Inc. 0 -100,00 0
2026-02-09 13F Bellwether Advisors, LLC 104.166 0,82 9.808 -0,21
2026-04-06 13F Karras Company, Inc. 12.909 -10,69 1.197 -11,99
2026-02-10 13F Foundations Investment Advisors, LLC 52.236 1,46 4.919 0,41
2026-02-26 13F TD Capital Management LLC 135.654 -7,59 12.773 -8,54
2026-04-20 13F C2C Wealth Management, LLC 10.165 0,00 943 -1,57
2026-02-17 13F Equitable Holdings, Inc. 202.099 15,04 19.030 13,86
2026-04-23 13F BXM Wealth LLC 15.124 0,00 1.403 -1,54
2026-02-03 13F Retirement Planning Group 17.963 -3,53 1.691 -4,52
2026-02-14 13F POM Investment Strategies, LLC 0 -100,00 0
2025-10-28 13F Minichmacgregor Wealth Management, Llc 0 -100,00 0
2026-04-07 13F Farther Finance Advisors, LLC 37.851 -6,07 3.508 -7,56
2026-01-07 13F Harbour Capital Advisors, LLC 2.700 0,00 253 -1,95
2026-01-12 13F Kaydan Wealth Management, Inc. 15.597 -4,15 1.469 -5,17
2026-02-06 13F Global Retirement Partners, LLC 61.143 38,95 5.757 37,53
2026-02-17 13F Cresset Asset Management, LLC 109.984 -0,52 10.356 -1,54
2026-01-22 13F Harwood Advisory Group, LLC 45 0,00 4 0,00
2026-02-02 13F Stuart Chaussee & Associates, Inc. 0 -100,00 0
2026-02-12 13F BlackRock, Inc. 4.161.785 -11,71 391.874 -12,62
2026-02-17 13F Perennial Investment Advisors, LLC 14.072 1,52 1.325 0,53
2026-01-13 13F Kathmere Capital Management, LLC 15.552 4,54 1.464 3,46
2026-04-24 13F Merited Wealth, LLC 0 -100,00 0
2026-01-29 13F Advisors Capital Management, LLC 8.324 220,77 784 218,29
2026-02-13 13F Advyzon Investment Management, LLC 2.570 242
2026-02-17 13F Centennial Bank/AR/ 258 0,00 24 0,00
2026-02-17 13F Pinnacle Family Advisors, LLC 5.334 -2,43 502 -3,46
2025-11-10 13F Mendel Money Management 0 -100,00 0
2026-02-17 13F Vertex Planning Partners, LLC 6.559 -7,08 618 -8,05
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 28.120 74,23 2.608 71,63
2026-02-17 13F Strive Financial Group ,LLC 57 5
2026-02-13 13F Citigroup Inc 233.684 -23,12 22.004 -23,91
2026-04-08 13F Sandbox Financial Partners, LLC 2.864 0,28 266 -1,12
2026-02-11 13F Dorsey & Whitney Trust CO LLC 10.945 7,27 1.031 6,19
2025-11-07 13F Certus Wealth Management, LLC 10.806 -4,40 1.028 -3,11
2026-04-16 13F Five Pine Wealth Management 4.228 1,32 392 0,00
2026-02-12 13F Symphony Financial Services, Inc. 25.571 -0,35 2.408 -1,39
2026-04-21 13F Ketron Financial 2.820 262
2026-04-10 13F MKT Advisors LLC 4.460 0,00 416 -0,95
2026-02-17 13F Citadel Advisors Llc Put 16.100 14,18 1.516 12,98
2026-04-13 13F Salem Investment Counselors Inc 16.683 -2,65 1.547 -4,09
2026-02-17 13F Citadel Advisors Llc 13.057 234,11 1.229 231,27
2026-04-15 13F Fifth Third Securities, Inc. 5.014 -2,36 465 -3,73
2026-02-02 13F Vista Capital Partners, Inc. 7.134 -3,29 672 -4,28
2026-02-02 13F Holistic Planning, LLC 8.253 -8,65 777 -9,55
2026-02-04 13F Greenwood Gearhart Inc 3.589 0,00 338 -1,17
2026-04-07 13F Park Avenue Securities Llc 266.927 -13,80 25 -17,24
2026-01-27 13F Security Financial Services, INC. 8.876 -0,53 836 -1,53
2026-04-24 13F Goldstone Financial Group, LLC 13.325 -0,58 1.236 -2,14
2026-04-07 13F Central Pacific Bank - Trust Division 40 0,00 4 0,00
2026-04-07 13F Retirement Wealth Solutions LLC 2.350 10,59 218 8,50
2026-02-12 13F Brown Brothers Harriman & Co 8.087 0,00 761 -1,04
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 4.469 -1,37 414 -2,82
2026-02-05 13F Mission Wealth Management, Lp 9.891 31,30 931 30,03
2026-02-02 13F Fifth Third Bancorp 8.669 23,45 816 22,16
2026-02-18 13F Financial Advisory Service, Inc. 74.589 0,35 7.023 -0,68
2026-02-02 13F Millstone Evans Group, LLC 1.782 6,32 168 5,03
2026-04-23 13F Harbor Investment Advisory, Llc 1.265 0,00 117 -1,68
2026-02-04 13F Empire Life Investments Inc. 0 -100,00 0
2026-04-13 13F Wolff Wiese Magana Llc 1.430 0,00 133 -1,49
2026-04-15 13F Sarver Vrooman Wealth Advisors 3.442 -91,17 319 -91,31
2026-01-20 13F Family Legacy Financial Solutions, LLC 0 -100,00 0
2026-02-11 13F Ameritas Investment Partners, Inc. 230 0,44 22 0,00
2026-02-19 13F Briggs Wealth Management, Inc 5.262 495
2026-02-06 13F Kingdom Financial Group LLC. 2.408 227
2026-04-15 13F Peddock Capital Advisors, Llc 14.874 0,00 1.379 -1,50
2026-04-06 13F Acima Private Wealth, Llc 106 -43,62 10 -47,06
2026-02-17 13F NorthRock Partners, LLC 18.693 2,11 1.760 1,09
2026-04-21 13F MBE Wealth Management, LLC 7.915 -0,04 734 -1,48
2025-11-12 13F Duncan Williams Asset Management, LLC 0 -100,00 0
2026-02-13 13F 17 Capital Partners, Llc 5.807 547
2026-04-20 13F Skyline Advisors, Inc. 4.655 4,07 432 2,38
2026-04-08 13F Archer Investment Management, LLC 9.955 923
2026-02-17 13F Guardian Wealth Advisors, Llc / Nc 34.813 4,71 3.278 3,64
2026-04-20 13F Joel Adams & Associates, Inc. 6.463 19,57 599 17,91
2026-02-11 13F Syon Capital Llc 0 -100,00 0 -100,00
2026-01-30 13F Citizens Financial Group Inc/ri 236.531 -1,42 22.272 -2,44
2026-02-03 13F McIlrath & Eck, LLC 274 0,00 26 -3,85
2026-02-10 13F Hilltop Partners LLC 21.745 -0,83 2.047 -1,87
2026-02-13 13F Smith Partners Wealth Management, LLC 5.343 503
2025-11-13 13F Marshall Wace, Llp 0 -100,00 0 -100,00
2026-04-10 13F Oxinas Partners Wealth Management LLC 11.804 10,52 1.095 8,86
2026-04-22 13F Qp Wealth Management, Llc 12.228 1.134
2026-02-02 13F Wells Financial Advisors INC 37.565 -25,83 3.537 -26,59
2026-02-09 13F Strategic Financial Concepts, LLC 0 -100,00 0 -100,00
2026-04-23 13F Glass Jacobson Investment Advisors llc 5.610 0,00 520 -1,52
2026-02-13 13F Jacobi Capital Management LLC 14.037 -0,94 1.322 -2,00
2026-03-04 13F SHP Wealth Management 5.474 515
2026-04-14 13F Well Done, LLC 228.169 -6,58 21.160 -7,99
2026-01-27 13F Tranquilli Financial Advisor LLC 22.641 -0,07 2.132 -1,11
2026-02-17 13F Custos Family Office, LLC 87.678 -11,74 8.256 -12,65
2026-02-17 13F Aqr Capital Management Llc 119.268 -5,11 11.230 -6,09
2026-01-29 13F Almanack Investment Partners, LLC. 20.195 -0,61 1.902 -1,66
2026-02-13 13F Clearview Wealth Advisors LLC 2.421 -12,19 228 -13,36
2026-03-04 13F AG Campbell Advisory, LLC 12 1
2026-04-20 13F TFB Advisors LLC 0 -100,00 0
2026-01-30 13F Financial Life Advisors 5.632 -4,27 530 -5,19
2026-04-17 13F Gibson Capital, LLC 5.346 0,00 496 -1,59
2026-02-17 13F Blair William & Co/il 81.339 -2,22 7.659 -3,23
2026-02-17 13F Alliancebernstein L.p. 318.051 433,11 29.948 427,70
2026-04-02 13F Noble Wealth Management PBC 3.004 -1,64 279 -3,14
2026-02-17 13F Strategic Investment Advisors / MI 23.682 5.433,18 2.232 4,69
2026-04-21 13F One Wealth Advisors, LLC 29.639 4,23 2.749 -1,61
2026-02-12 13F Steward Partners Investment Advisory, Llc 666.308 -5,43 62.740 -6,41
2026-04-21 13F Sensible Money, LLC 8.678 0,00 805 -1,59
2026-01-29 13F Rockwood Wealth Management, LLC 3.207 5,22 302 4,15
2026-04-01 13F Beacon Financial Group 4.079 2,64 384 1,59
2026-02-04 13F Hallmark Capital Management Inc 1.404 0,00 132 -0,75
2026-02-12 13F Moneta Group Investment Advisors Llc 9.333 -8,70 879 -9,67
2026-02-06 13F GPS Wealth Strategies Group, LLC 196 -99,44 18 -99,46
2026-04-15 13F Trust Point Inc. 10.593 0,21 982 -1,31
2026-04-24 13F Charter Oak Capital Management, LLC 2.193 -0,27 203 -1,93
2026-04-20 13F Higgins & Schmidt Wealth Strategies LLC 5.568 0,00 516 -1,53
2026-04-28 13F Flagship Harbor Advisors, Llc 42.156 -3,34 3.910 -4,80
2026-01-23 13F Nbt Bank N A /ny 1.894 -0,05 281 -4,44
2026-01-27 13F Evergreen Capital Management Llc 111.116 -7,45 10.463 -8,40
2025-11-14 13F Brass Tax Wealth Management, Inc 36.072 -2,07 3.432 -0,75
2026-04-15 13F Capital Advisory Group Advisory Services, LLC 0 -100,00 0
2026-02-13 13F Flow Traders U.s. Llc 12.424 1
2026-02-12 13F Logan Capital Management Inc 0 -100,00 0 -100,00
2026-01-20 13F Raab & Moskowitz Asset Management LLC 9.942 74,76 936 73,01
2026-02-10 13F Sfmg, Llc 5.923 -1,04 558 -2,11
2026-04-16 13F Diversified Trust Co 22.334 -6,96 2.071 -8,36
2026-02-10 13F Ritter Daniher Financial Advisory LLC / DE 106 -42,39 10 -47,06
2026-02-10 13F Marshall & Sterling Wealth Advisors Inc. 2.443 0,12 230 -0,43
2026-02-12 13F Hrt Financial Lp 19.623 2
2026-04-16 13F Balboa Wealth Partners 2.482 0,00 230 -1,29
2026-02-13 13F J Hagan Capital, Inc. 0 -100,00 0
2026-02-02 13F Mutual Advisors, LLC 34.044 -21,40 3.206 -21,64
2026-02-12 13F Colonial Trust Advisors 59.103 8,21 5.565 7,10
2026-01-30 13F Joseph Group Capital Management 4.515 -4,95 425 -5,76
2026-02-11 13F Arrowroot Family Office, LLC 10.334 0,38 973 -0,61
2026-02-04 13F Wsfs Capital Management, Llc 0 -100,00 0
2026-02-11 13F Symphony Financial, Ltd. Co. 3.550 0,00 337 0,30
2026-04-20 13F Fiduciary Alliance LLC 3.146 18,32 296 18,00
2026-01-26 13F Whittier Trust Co Of Nevada Inc 5.326 0,00 504 -0,59
2026-02-10 13F Private Wealth Asset Management, LLC 885 0,00 83 -1,19
2026-02-09 13F Illumine Investment Management, LLC 7.822 0,00 737 -1,08
2026-04-27 13F Tennessee Valley Asset Management Partners 5.752 -9,17 533 -10,57
2026-04-20 13F GSB Wealth Management, LLC 2.384 -15,01 221 -16,29
2026-04-21 13F Creative Capital Management Investments LLC 6 0,00 1
2025-11-05 13F SlateStone Wealth, LLC 0 -100,00 0
2026-02-13 13F Visionary Wealth Advisors 29.072 -0,28 2.737 -1,30
2026-04-22 13F Pinnacle Bancorp, Inc. 805 0,00 75 -1,33
2026-02-13 13F Mml Investors Services, Llc 508.271 1,25 47.859 0,21
2026-04-24 13F Vision Capital Management, Inc. 2.908 0,00 270 -1,47
2026-02-12 13F Federation des caisses Desjardins du Quebec 4.675 -10,90 440 -11,82
2026-02-13 13F MorganRosel Wealth Management, LLC 100.301 -5,20 9.444 -6,18
2026-01-12 13F CVA Family Office, LLC 5.982 0,00 563 -1,05
2026-01-30 13F BancorpSouth Bank 2.184 -5,94 206 -6,82
2026-02-05 13F Pacific Sun Financial Corp 2.301 -16,36 217 -17,24
2026-01-15 13F PFG Private Wealth Management, LLC 6.119 576
2026-04-07 13F Eastern Bank 25 -62,12 2 -66,67
2026-01-16 13F Trust Co Of Vermont 4.670 -16,26 440 -17,17
2026-02-10 13F Natixis Advisors, L.p. 32.394 10,65 3 50,00
2026-01-29 13F RMG Wealth Management LLC 0 -100,00 0
2026-01-20 13F Aspiriant, Llc 83.206 -2,62 7.835 -3,63
2026-01-21 13F Newbridge Financial Services Group, Inc. 156 0,00 15 0,00
2026-04-09 13F Everhart Financial Group, Inc. 8.751 5,09 812 3,44
2026-01-26 13F Valmark Advisers, Inc. 214.795 -1,00 20.225 -2,02
2026-02-13 13F Wealth Alliance 6.122 4,24 576 3,23
2026-02-09 13F Kingsview Wealth Management, LLC 40.881 -6,85 3.849 -7,81
2026-01-26 13F Reyes Financial Architecture, Inc. 2.539 -0,55 239 -1,24
2026-02-13 13F Beacon Capital Management, LLC 2.862 4,38 269 3,46
2026-02-13 13F Pathstone Holdings, LLC 36.000 -11,55 3.390 -12,47
2026-02-12 13F Triumph Capital Management 500 0,00 47 0,00
2025-11-07 13F Financial Advisors, LLC 1.086.372 -1,19 103.357 0,14
2026-01-29 13F Klingman & Associates, LLC 363.088 -2,02 34.188 -3,03
2026-02-10 13F Sequent Asset Management, LLC 59.865 5,11 5.637 4,04
2026-02-10 13F Alpha Financial Partners, LLC 2.655 250
2026-02-02 13F Sachetta, LLC 9.223 -46,87 868 -47,43
2026-02-03 13F Gallacher Capital Management LLC 5.579 -0,39 525 -1,32
2026-04-15 13F Fluent Financial, LLC 3.051 0,00 285 -0,70
2026-02-17 13F Hyposwiss Advisors SA 600 57
2026-04-22 13F Investment Advisory Group, LLC 66.157 -0,60 6.135 -2,09
2026-01-28 13F Bedel Financial Consulting, Inc. 3.415 322
2026-01-27 13F Shayne & Co., Llc 3.780 -1,56 356 -2,74
2026-04-28 13F Bravias Capital Group, LLC 11.731 0,00 1.088 -1,54
2025-11-14 13F Jane Street Group, Llc Put 0 -100,00 0 -100,00
2026-02-04 13F Centric Wealth Management 16.700 -0,29 1.593 2,05
2026-04-10 13F BostonPremier Wealth LLC 7.151 -4,21 663 -5,56
2026-01-29 13F Atlas Legacy Advisors, LLC 14.174 8,60 1.335 7,49
2025-11-12 13F Accredited Wealth Management, LLC 258 -62,50 65 1,56
2026-02-09 13F Cary Street Partners Financial Llc 28.476 7,46 2.681 6,35
2026-01-27 13F Dravo Bay Llc 9.947 3,16 937 2,07
2026-01-23 13F Altfest L J & Co Inc 0 -100,00 0
2026-04-21 13F Nemes Rush Group LLC 221 -1,78 20 -4,76
2025-10-28 13F Elevate Capital Advisors, LLC 0 -100,00 0
2026-02-03 13F Crestwood Advisors Group LLC 45.284 -0,64 4.265 -1,64
2026-02-17 13F Citadel Advisors Llc Call 0 -100,00 0
2026-04-13 13F Chesley Taft & Associates LLC 2.450 0,00 227 -1,30
2026-04-27 13F Altus Wealth Group LLC 2.419 -57,94 224 -58,60
2026-01-15 13F Jaffetilchin Investment Partners, LLC 14.708 0,05 1.385 -1,00
2026-02-04 13F LRI Investments, LLC 257 -20,68 24 -20,00
2026-04-08 13F Post Resch Tallon Group Inc. 7.888 7,20 731 5,64
2026-04-17 13F Summit Wealth Partners, LLC 182.452 -3,31 16.921 -4,77
2026-02-09 13F Hartland & Co., LLC 83.719 -17,37 7.883 -18,22
2026-02-09 13F Hantz Financial Services, Inc. 998 44,64 0
2026-04-24 13F Mann Financial Group, Inc. 65.958 -8,80 6.117 -10,19
2026-02-17 13F Maripau Wealth Management Llc 4.235 -0,45 399 -1,49
2026-04-17 13F Roxbury Financial LLC 4.547 -0,39 422 -1,86
2026-02-04 13F Strategic Family Wealth Counselors, L.L.C. 23.051 -2,36 2.158 -3,92
2026-04-27 13F Syntegra Private Wealth Group, LLC 155.157 -16,75 14.389 -18,01
2026-04-17 13F Cora Capital Advisors Llc 35.694 -2,26 3.310 -3,72
2026-01-29 13F ProVise Management Group, LLC 10.003 2,41 942 1,29
2026-04-14 13F Bay Harbor Wealth Management, LLC 43 -8,51 4 -25,00
2026-02-12 13F Richmond Investment Services, LLC 8.290 -17,63 781 -18,50
2025-11-12 13F Palo Alto Wealth Advisors, Llc 5.278 -3,55 498 -3,12
2026-02-12 13F Rik Saylor Financial, Inc. 44.100 -2,35 4.152 -3,35
2026-02-17 13F Qube Research & Technologies Ltd 379.398 8,62 35.724 7,50
2026-02-12 13F Tocqueville Asset Management L.p. 3.744 0,54 353 -0,56
2026-04-15 13F ARS Wealth Advisors Group, LLC 366.628 -2,88 34.001 -4,34
2026-04-13 13F Gill Capital Partners, Llc 1.200 111
2026-01-23 13F Ogorek Anthony Joseph /ny/ /adv 1.403 -10,52 0
2025-11-18 13F Apexium Financial, Lp 55.664 -2,35 5.296 -1,03
2026-01-30 13F Sageworth Trust Co of South Dakota 3.400 0,00 320 -0,93
2026-04-07 13F Anderson Hoagland & Co 210.228 15,77 19.497 14,03
2026-04-27 13F Prasad Wealth Partners, LLC 8.242 2,95 764 1,46
2026-01-23 13F Intelligence Driven Advisers, LLC 3.021 -0,89 284 -1,73
2026-04-24 13F National Asset Management, Inc. 3.524 -1,12 323 -3,58
2026-02-17 13F Susquehanna International Group, Llp Put 51.500 -31,88 4.849 -32,58
2026-02-17 13F Susquehanna International Group, Llp Call 20.500 7,89 1.930 6,81
2026-04-17 13F Vermillion Wealth Management, Inc. 67 0,00 6 0,00
2026-02-03 13F Garner Asset Management Corp 120 11
2026-04-09 13F Wedmont Private Capital 3.571 65,94 336 66,34
2026-04-16 13F Hicks Capital Management Llc 23.539 0,03 2.183 -1,44
2026-02-14 13F New Insight Wealth Advisors 16.057 15,52 1.512 14,30
2026-04-24 13F Berkeley, Inc 5.012 0,00 465 -1,49
2026-02-13 13F Mosaic Family Wealth Partners, Llc 0 -100,00 0
2026-04-17 13F BCS Wealth Management 0 -100,00 0
2026-01-27 13F Institute for Wealth Management, LLC. 4.797 -46,91 452 -47,50
2026-02-02 13F Headinvest, Llc 6.111 -12,77 575 -13,66
2026-04-21 13F FLP Wealth Management, LLC 0 -100,00 0
2026-02-10 13F Hazlett, Burt & Watson, Inc. 1.009 0,10 0
2026-04-21 13F Laurel Oak Wealth Management, Llc 5.858 0,03 543 -1,45
2026-01-20 13F Sovran Advisors, LLC 9.072 1,86 858 3,25
2026-01-29 13F Ashton Thomas Private Wealth, LLC 40.646 -3,41 3.827 -4,40
2026-04-20 13F Apella Capital, LLC 109.218 -8,08 10.360 -7,40
2026-02-13 13F Saxon Interests, Inc. 17.043 -3,50 1.605 -3,61
2026-02-06 13F HighTower Advisors, LLC 671.199 -0,35 63.200 -1,38
2026-04-22 13F LifeSteps Financial, Inc. 5.822 -1,71 540 -3,23
2026-02-17 13F Ameriprise Financial Inc 2.808.144 8,38 264.383 6,98
2026-04-17 13F RFG Advisory, LLC 5.970 4,88 554 3,36
2026-02-09 13F Delta Asset Management Llc/tn 1.488 0,00 140 -0,71
2026-01-21 13F Prime Capital Investment Advisors, LLC 38.091 -0,52 3.587 -1,54
2026-04-23 13F Cornerstone Wealth Management, LLC 256.054 0,90 23.747 -0,62
2026-04-27 13F River's Edge Wealth Management, Llc 27.167 0,97 2.556 -1,28
2026-02-11 13F Jpmorgan Chase & Co 3.542.763 5,93 333.587 4,84
2026-01-21 13F StrongBox Wealth, LLC 8.992 1,70 847 0,59
2026-04-13 13F Arkansas Financial Group, Inc. 41.464 0,00 3.903 -0,05
2026-04-15 13F City Holding Co 81 0,00 8 0,00
2026-04-22 13F Spire Wealth Management 20.128 -0,04 1.867 -1,58
2026-01-26 13F American Wealth Advisors, LLC 2.097 -1,50 197 -2,48
2026-02-17 13F Ewing Morris & Co. Investment Partners Ltd. 6.930 15,50 661 15,79
2026-02-06 13F VSM Wealth Advisory, LLC 303 0,00 29 0,00
2026-03-03 13F NWF Advisory Services Inc. 14.122 -16,41 1.330 -17,30
2026-02-13 13F Cynosure Management, Llc 15.812 -62,73 1.489 -63,13
2026-02-11 13F Fca Corp /tx 3.263 0,15 307 -0,65
2026-02-17 13F J. Goldman & Co LP 0 -100,00 0
2026-04-14 13F Portfolio Resources Advisor Group, Inc. 62 6
2026-01-29 13F Verdence Capital Advisors LLC 14.190 -0,83 1.336 -1,62
2026-02-03 13F Manning & Napier Advisors Llc 318 0,00 30 -3,33
2026-02-05 13F Sound Portfolio Advisors, LLC 67.742 6.379
2026-02-10 13F CIBC World Markets Inc. 10.160 -2,17 957 -3,24
2026-02-17 13F Ancora Advisors, LLC 112.734 1,95 10.615 0,90
2026-02-17 13F Cetera Investment Advisers 2.123.167 2,52 199.917 1,46
2026-01-30 13F/A M&t Bank Corp 96.455 -4,24 9.082 -5,23
2026-04-21 13F Delta Wealth Advisors LLC 36.699 0,30 3.403 -1,22
2026-01-07 13F BCGM Wealth Management, LLC 16.979 -9,96 1.599 -10,93
2026-02-17 13F Regal Investment Advisors LLC 26.524 3,33 2.497 2,25
2026-02-19 13F/A Axxcess Wealth Management, Llc 31.966 62,12 3.010 60,48
2026-04-17 13F Stonehearth Capital Management, LLC 6.563 -8,09 609 -9,52
2026-02-17 13F Quantinno Capital Management LP 82.355 30,56 7.755 29,21
2026-02-12 13F Absolute Capital Management, LLC 0 -100,00 0
2026-04-27 13F Forte Asset Management Llc 5.565 0,00 516 -1,53
2026-02-12 13F Sumitomo Mitsui Financial Group, Inc. 0 -100,00 0
2026-02-17 13F Pinnacle Financial Partners, Inc. 4.774 450
2026-04-22 13F Coastal Investment Advisors, Inc. 2.138 -39,91 198 -40,90
2026-04-27 13F Tanglewood Legacy Advisors, LLC 20.391 -1,49 1.891 -2,98
2026-02-11 13F Modus Advisors, LLC 79.573 -24,36 7.493 -25,14
2026-04-27 13F Iron Financial, LLC 11.238 -22,19 1.042 -23,33
2026-02-13 13F Beta Wealth Group, Inc. 12.304 -2,26 1.159 -3,26
2026-04-20 13F Tranquility Partners, LLC 15.873 5,17 1.441 1,41
2026-02-02 13F Independence Asset Advisors, LLC 0 -100,00 0
2026-02-12 13F Grey Fox Wealth Advisors, LLC 0 -100,00 0
2026-02-17 13F Redwood Park Advisors LLC 67.453 0,32 6.351 -0,70
2026-02-17 13F Trustmark National Bank Trust Department 17.777 -2,83 1.674 -3,85
2026-02-13 13F Safeguard Investment Advisory Group, LLC 15.304 -10,73 1.441 -11,60
2026-04-21 13F Creekside Partners 16.672 0,08 1.546 -1,40
2026-04-23 13F Mayflower Financial Advisors, LLC 74.220 0,36 6.883 -1,15
2026-01-23 13F Sheridan Capital Management, LLC 26.437 3,98 2.489 2,89
2026-04-20 13F Foster Victor Wealth Advisors, LLC 2.632 0,00 247 -0,81
2026-02-11 13F Mcmorgan & Co Llc 28.130 -0,42 2.649 -1,45
2026-02-06 13F Intrust Bank Na 202.328 3,63 19.051 2,56
2026-02-13 13F Umb Bank N A/mo 41.320 3,66 3.891 2,58
2026-01-27 13F Elevated Capital Advisors, LLC 306 29
2026-04-14 13F Value Investment Professionals, LLC 0 -100,00 0
2026-01-30 13F Catalytic Wealth RIA, LLC 20.118 -1,95 1.894 -2,97
2026-02-13 13F Becker Capital Management Inc 5.981 0,00 563 -1,05
2026-02-11 13F Adaptive Financial Consulting, LLC 222.839 3,23 20.982 2,17
2026-01-28 13F Schmidt P J Investment Management Inc 5.592 8,04 527 6,91
2026-02-05 13F Stonebridge Financial Planning Group, LLC 6.530 0,00 615 -1,13
2025-11-10 13F Advisors Preferred, LLC 0 -100,00 0
2026-01-15 13F Clg Llc 7.496 -13,35 706 -14,34
2026-02-12 13F Mark Sheptoff Financial Planning, Llc 334 0,00 31 0,00
2026-04-22 13F Jim Saulnier & Associates, Llc 2.448 0,20 227 -1,74
2026-04-08 13F Grove Bank & Trust 4.000 0,00 371 -1,60
2026-02-05 13F Wealth Advisors of Iowa, LLC 196.636 1,69 18.515 0,65
2026-02-17 13F United Capital Financial Advisers, Llc 193.885 33,89 18.256 32,51
2026-02-13 13F Macquarie Group Ltd 15.181 238,48 1.429 235,45
2026-01-05 13F Chesapeake Asset Management Llc 0 -100,00 0 -100,00
2026-02-12 13F Providence Capital Advisors, LLC 2.072 0,00 195 -1,02
2026-04-24 13F KPP Advisory Services LLC 3.872 -0,10 359 -1,37
2026-02-13 13F Commerce Bank 45.828 -0,45 4.315 -1,46
2026-02-12 13F Empower Advisory Group, LLC 3.318 7,94 312 6,85
2026-02-11 13F Curio Wealth, Llc 545 0,00 52 0,00
2026-04-23 13F Summit Wealth Group Llc / Co 6.193 53,06 574 51,05
2026-02-06 13F Entrust Financial Llc 374 35
2026-04-21 13F Kingsman Wealth Management, Inc. 5.278 0,42 489 -1,01
2026-02-13 13F Fort Point Capital Partners LLC 10.699 0,00 1.012 -0,59
2026-02-12 13F Fiduciary Group LLC 9.061 0,00 853 -1,04
2026-01-29 13F Global Strategic Investment Solutions, LLC 2.447 0,00 230 -0,86
2026-02-12 13F Scotia Capital Inc. 19.035 -15,01 1.792 -15,87
2026-04-21 13F E&G Advisors, LP 7.514 0,00 697 -1,56
2026-02-04 13F Atlantic Union Bankshares Corp 895 -2,72 84 -3,45
2026-02-06 13F Larson Financial Group LLC 5.092 0,33 479 -0,62
2026-02-17 13F Chilton Investment Co Llc 21.500 0,00 2.024 -1,03
2026-04-24 13F Saxony Capital Management, LLC 19.365 1.796
2026-04-13 13F St Germain D J Co Inc 1.291 27,57 120 25,26
2026-02-11 13F Atlantic Private Wealth, LLC 1.912 0,00 180 -0,55
2026-01-30 13F Jackson Hole Capital Partners, LLC 834 0,00 79 -1,27
2026-02-13 13F S&t Bank/pa 2.442 0,00 230 -1,29
2026-02-13 13F Heritage Wealth Advisors 180 0,00 17 -5,88
2026-02-10 13F Houlihan Financial Resource Group, Ltd. 38.735 143,01 3.660 141,42
2026-04-17 13F Sovereign Financial Group, Inc. 6.896 -3,54 640 -5,05
2026-04-27 13F Tsfg, Llc 3.078 0,00 0
2026-04-10 13F Perigon Wealth Management, LLC 59.940 -5,78 5.559 -7,21
2026-02-13 13F Johnson Investment Counsel Inc 0 -100,00 0
2025-11-13 13F Crabel Capital Management, LLC 0 -100,00 0
2026-01-20 13F Relyea Zuckerberg Hanson LLC 6.076 0,40 572 -0,52
2026-02-03 13F Diversify Wealth Management, Llc 16.639 106,29 1.569 109,63
2026-04-17 13F Bell Investment Advisors, Inc 38.630 -1,01 3.583 -2,50
2026-01-12 13F World Equity Group, Inc. 0 -100,00 0
2026-04-10 13F Abound Wealth Management 333 0,00 31 -3,23
2026-04-15 13F Snider Financial Group 11.730 4,75 1.088 3,13
2026-02-13 13F Oxford Financial Group Ltd 3.589 0,00 338 -1,17
2026-04-08 13F Selby Wealth Management, LLC 20.193 -4,99 1.873 -6,45
2026-04-15 13F DAVENPORT & Co LLC 9.406 2,85 872 1,28
2026-01-23 13F Curtis Advisory Group, LLC 38.646 -29,04 3.639 -29,78
2026-04-14 13F HMV Wealth Advisors, LLC 2.681 0,00 249 -1,59
2026-01-09 13F Carr Financial Group Corp 36.514 -7,94 3.438 -8,88
2026-04-22 13F Apollon Wealth Management, LLC 50.326 0,77 4.667 -0,74
2026-04-24 13F Greater Midwest Financial Group, LLC 7.744 0,43 718 -1,10
2026-02-13 13F Haverford Trust Co 53.596 0,00 5.047 -1,04
2026-04-21 13F Berkshire Money Management, Inc. 10.251 1,88 951 0,32
2026-04-15 13F Register Financial Advisors LLC 3.743 -2,32 347 -3,61
2026-02-17 13F Green Harvest Asset Management LLC 2.748 0,04 259 -1,15
2026-02-03 13F Alta Wealth Advisors LLC 7.735 2,93 728 1,82
2026-04-01 13F First Financial Bank - Trust Division 9.465 -6,20 878 -7,68
2026-02-17 13F Scarborough Advisors, LLC 742 0,00 0
2026-04-15 13F Seacrest Wealth Management, Llc 2.972 -19,68 276 -20,98
2026-02-11 13F Advocacy Wealth Management Services, LLC 0 -100,00 0
2026-04-23 13F Mattern Wealth Management LLC 12.512 -0,05 1.160 -1,53
2026-01-30 13F Spreng Capital Management, Inc. 0 -100,00 0
2026-04-17 13F Integrated Capital Management, LLC 8.061 0,44 748 -1,06
2026-02-04 13F MONECO Advisors, LLC 109.629 1,45 10.323 0,41
2026-04-21 13F Wedbush Securities Inc 9.567 3,88 1
2026-02-12 13F Brinker Capital Investments, LLC 73.906 7,39 6.959 6,28
2026-02-17 13F SageView Advisory Group, LLC 73.022 -3,55 6.876 -4,54
2026-02-10 13F Bank of New York Mellon Corp 536.968 3,23 50.561 2,16
2026-04-07 13F Legacy Solutions, Llc 2.350 0,04 218 -1,81
2026-04-20 13F Pathfinder Wealth Consulting, Inc. 5.104 -2,71 473 -4,06
2026-02-11 13F M Holdings Securities, Inc. 55.600 5
2026-01-26 13F Private Trust Co Na 17.056 -1,05 1.606 -2,01
2026-02-11 13F Insight Advisors, LLC/ PA 2.444 -9,41 230 -10,51
2026-01-23 13F Ball & Co Wealth Management Inc. 0 -100,00 0
2026-04-24 13F FRG Family Wealth Advisors LLC 7.475 0,00 693 -1,42
2026-04-21 13F Claro Advisors LLC 15.501 0,03 1.438 -1,51
2026-02-05 13F Allworth Financial LP 58.116 -2,45 5.472 -3,44
2026-02-13 13F Fiduciary Trust Co 44.726 -1,42 4.211 -2,43
2026-01-22 13F Richardson Financial Services Inc. 4.970 -12,64 468 -13,68
2026-04-27 13F Mount Yale Investment Advisors, LLC 16.996 -34,32 1.576 -35,30
2026-02-17 13F Concentric Capital Strategies, LP 21.525 2.027
2026-02-03 13F Horrell Capital Management, Inc. 340 0,00 32 0,00
2026-01-22 13F Brookwood Investment Group LLC 8.010 1,88 754 0,94
2026-01-23 13F Capital Planning LLC 116.412 -0,61 10.902 -2,17
2026-02-06 13F Mullooly Asset Management, Inc. 39.269 10,32 3.698 9,18
2026-04-15 13F Trust Co Of Toledo Na /oh/ 1.900 80,78 176 79,59
2026-01-28 13F N.E.W. Advisory Services LLC 11 0,00 1 0,00
2026-02-13 13F Mill Creek Capital Advisors, LLC 2.550 0,04 240 -0,83
2026-02-12 13F August Group Capital Ltd 2.847 268
2026-04-28 13F Parthenon Llc 6.174 0,00 573 -1,55
2026-02-12 13F Cowa, Llc 19.482 -2,68 1.834 -3,68
2026-02-10 13F Measured Wealth Private Client Group, LLC 501 47
2026-01-27 13F TFR Capital, LLC. 2.731 -8,57 257 -9,51
2026-04-07 13F Legacy Private Trust Co. 29.478 -31,00 2.734 -32,05
2026-02-10 13F Clear Point Advisors Inc. 6.321 -9,02 595 -9,98
2026-01-28 13F WPG Advisers, LLC 2.313 1,72 218 0,46
2026-02-05 13F Petix & Botte Co 36.952 -12,21 3.479 -13,11
2026-02-10 13F BKD Wealth Advisors, LLC 85.978 306,04 8.096 301,94
2026-01-26 13F Elevation Capital Advisory, LLC 20.388 -74,40 1.920 -74,67
2026-04-21 13F Hudson Oak Wealth Advisory LLC 24.820 6,82 2.302 5,21
2026-01-23 13F HBW Advisory Services LLC 2.473 -0,24 233 -1,28
2026-02-12 13F Colonial Trust Co / SC 5.136 -8,73 484 -9,72
2026-02-17 13F Jones Financial Companies Lllp 1.008.775 16,38 94.986 15,91
2026-04-27 13F Symmetry Partners, LLC 332.924 8,21 30.875 6,58
2026-02-09 13F Perissos Private Wealth Management, LLC 2.765 0,00 260 -1,14
2026-04-17 13F Wealthbridge Capital Management, Llc 58.398 0,75 5.416 -0,79
2026-01-16 13F Aspire Private Capital, LLC 0 -100,00 0 -100,00
2026-02-03 13F We Are One Seven, LLC 103.906 -9,06 9.784 -10,00
2026-03-17 13F Cornerstone Planning, LLC 39.812 3.765
2026-02-05 13F Chancellor Financial Group WB LP 3.743 -4,78 352 -5,63
2026-04-27 13F Integrity Wealth Partners, LLC 5.574 517
2026-04-21 13F Everpar Advisors Llc 4.610 10,58 427 8,93
2026-01-23 13F Keener Financial Planning LLC 0 -100,00 0
2026-04-24 13F UMA Financial Services, Inc. 14.244 8,01 1.321 6,37
2026-02-11 13F Goodman Advisory Group, LLC 0 -100,00 0
2026-04-16 13F Ttp Investments, Inc. 0 -100,00 0
2026-02-05 13F HighMark Wealth Management LLC 0 -100,00 0
2026-01-13 13F Dakota Wealth Management 60.438 0,11 5.691 -0,92
2026-04-24 13F Family Capital Trust Co 820 0,00 77 0,00
2026-04-15 13F Signature Estate & Investment Advisors Llc 37.508 3,83 3.478 2,26
2026-04-16 13F Genesis Private Wealth, Llc 7.988 -2,20 741 -3,77
2026-04-23 13F Atlas Private Wealth Advisors 7.394 -35,34 686 -36,34
2026-04-21 13F Delap Wealth Advisory, Llc 4.817 0,00 447 -1,55
2026-02-10 13F Gw Henssler & Associates Ltd 6.881 1,13 648 0,00
2026-01-29 13F Concord Wealth Partners 5.663 -3,59 533 -4,48
2026-04-15 13F LongView Wealth Management 8.738 3,68 818 2,38
2026-02-12 13F Betterment LLC 3.133 8,18 0
2026-02-13 13F Kirtland Hills Capital Management, Llc 22.789 28,66 2.146 27,30
2026-04-27 13F Insight Inv LLC 17.511 30,44 1.624 28,40
2026-01-26 13F Roof Eidam & Maycock/adv 21.359 0,06 2.011 -0,94
2026-04-10 13F Titiun Yejiel 3.605 339
2025-10-28 13F Confluence Wealth Services, Inc. 0 -100,00 0
2026-02-13 13F Golden State Wealth Management, LLC 28.654 -3,01 2.698 -3,99
2026-04-09 13F Brown Wealth Management, Llc 34.485 -0,19 3.198 -1,69
2026-04-23 13F Macco Financial Group, Inc. 0 -100,00 0
2026-04-17 13F High Net Worth Advisory Group LLC 56.032 -2,60 5.196 -4,06
2026-04-20 13F New Hampshire Trust 5.645 0,00 524 -1,51
2026-02-13 13F Boston Family Office Llc 3.389 1,16 0
2026-01-08 13F Gryphon Financial Partners LLC 2.137 -4,94 201 -5,63
2026-02-10 13F Quantbot Technologies LP 0 -100,00 0
2026-04-09 13F Mechanics Bank Trust Department 27.213 -7,43 2.524 -8,82
2026-02-09 13F Glenview Trust Co 5.617 -3,02 529 -4,17
2026-04-27 13F Beacon Financial Advisory LLC 7.863 -1,06 729 -2,54
2026-04-08 13F NorthCrest Asset Manangement, LLC 11.851 -2,17 1.106 -2,81
2026-01-16 13F Beaumont Financial Advisors, LLC 3.683 -5,10 347 -6,23
2026-02-09 13F GatePass Capital, LLC 6.249 -0,02 588 -1,01
2026-02-11 13F Gateway Wealth Partners, LLC 50.068 -19,16 4.714 -19,99
2026-02-10 13F Investment Partners, Ltd. 36.432 0,16 3.430 -0,87
2026-02-10 13F Virtue Asset Management Llc 4.624 0,00 435 -0,91
2026-02-13 13F Aptus Capital Advisors, LLC 77.958 1,87 7.341 0,82
2026-02-17 13F Advisory Services Network, LLC 50.252 0,93 4.732 -0,11
2026-02-06 13F Alan B. Lancz & Associates, Inc. 3.700 0,00 348 -1,14
2026-02-18 13F Vermillion & White Wealth Management Group, LLC 2.404 0,00 226 -0,88
2026-04-23 13F Fairway Wealth LLC 0 -100,00 0
2026-01-23 13F Optima Capital Llc 641 60
2026-04-14 13F Focus Financial Network, Inc. 45.014 -9,45 4.175 -10,81
2026-04-17 13F Burns J W & Co Inc/ny 3.000 -0,30 278 -1,77
2026-04-22 13F Crew Capital Management, Ltd. 2.166 0,00 201 -1,48
2026-02-11 13F Portfolio Design Labs, LLC 112.936 -8,43 10.634 -9,37
2026-04-24 13F Root Financial Partners, LLC 1.154 -3,59 107 -4,46
2026-02-11 13F Mandatum Life Insurance Co Ltd 41.527 0,00 3.910 -1,01
2025-11-13 13F Summit X, LLC 0 -100,00 0
2026-04-21 13F Welch Group, LLC 5.104 0,00 473 -1,46
2026-04-27 13F Kelman-Lazarov, Inc. 2.301 0,00 213 -1,39
2026-02-05 13F Plante Moran Financial Advisors, LLC 506 63,75 48 62,07
2026-02-10 13F Goldstein Advisors, LLC 11.712 -0,14 1.103 -1,17
2026-02-10 13F Bnp Paribas Arbitrage, Sa 800.747 10.472,31 75.398 10.371,94
2026-02-04 13F Legacy Financial Advisors, Inc. 22.320 -9,61 2.102 -10,56
2026-02-17 13F Summit Trail Advisors, Llc 18.765 -19,19 1.767 -20,05
2026-02-17 13F New England Asset Management Inc 29.150 0,00 2.745 -1,05
2026-01-23 13F Fortune Financial Advisors, LLC 125.399 -1,65 11.808 -2,66
2026-02-17 13F KM Capital Management Ltd. 0 -100,00 0
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