VBK - Vanguard Index Funds - Vanguard Small-Cap Growth ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (ARCA)

Vanguard Index Funds - Vanguard Small-Cap Growth ETF
US ˙ ARCA ˙ US9229085959

Grundlæggende statistik
Institutionelle ejere 1202 total, 1199 long only, 0 short only, 3 long/short - change of 4,33% MRQ
Gennemsnitlig porteføljeallokering 0.3622 % - change of 4,02% MRQ
Institutionelle aktier (lange) 41.348.082 (ex 13D/G) - change of 0,63MM shares 1,55% MRQ
Institutionel værdi (lang) $ 12.123.774 USD ($1000)
Institutionelt ejerskab og aktionærer

Vanguard Index Funds - Vanguard Small-Cap Growth ETF (US:VBK) har 1202 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 41,348,082 aktier. Største aktionærer omfatter Bank Of America Corp /de/, Morgan Stanley, Assetmark, Inc, CI Private Wealth, LLC, Sei Investments Co, LPL Financial LLC, Wells Fargo & Company/mn, EP Wealth Advisors, Inc., UBS Group AG, and Pnc Financial Services Group, Inc. .

Vanguard Index Funds - Vanguard Small-Cap Growth ETF (ARCA:VBK) 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 334,25 / share. Previously, on April 28, 2025, the share price was 247,55 / share. This represents an increase of 35,02% over that period.

VBK / Vanguard Index Funds - Vanguard Small-Cap Growth 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.

VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF Historical Put/Call Ratio
13F og NPORT arkivering

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

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

Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2026-04-06 13F Trust Co of the South 28.288 0,80 8.550 0,85
2026-02-13 13F Umb Bank N A/mo 43.281 1.038,97 13.076 1.057,08
2026-04-22 13F Apollon Wealth Management, LLC 8.486 -3,84 2.565 -3,83
2025-11-12 13F Transce3nd, LLC 0 -100,00 0 -100,00
2026-02-23 13F Wealth Preservation Advisors, LLC 1.302 0,08 393 1,55
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 358 -0,83 108 0,00
2026-04-23 13F West Bancorporation Inc 1.367 4,27 413 4,29
2026-01-21 13F Kaizen Financial Strategies 1.374 8,02 415 10,37
2026-02-13 13F Truvestments Capital Llc 300 -2,91 91 -1,10
2026-01-21 13F New Wave Wealth Advisors Llc 1.308 3,32 395 4,77
2026-04-24 13F NavPoint Financial, Inc. 1.376 0,07 416 0,24
2026-04-16 13F Roble, Belko & Company, Inc 1.017 33.800,00 0
2026-04-07 13F Heartwood Wealth Advisors LLC 2.560 0,00 774 0,00
2026-01-27 13F Jackson, Grant Investment Advisers, Inc. 544 0,18 164 1,86
2026-02-11 13F Clifford Swan Investment Counsel Llc 815 246
2026-04-17 13F Capital Squared Financial LLC 2.615 12,23 790 13,85
2026-04-22 13F Stone House Investment Management, LLC 0 -100,00 0
2026-02-12 13F Litman Gregory Asset Management LLC 261 79
2026-02-06 13F Principle Wealth Partners Llc 1.321 0,00 399 1,53
2026-02-10 13F Holderness Investments Co 14.211 -0,25 4.293 1,27
2026-02-11 13F Bradley & Co. Private Wealth Management, LLC 200 0,00 60 1,69
2026-02-09 13F Carl P. Sherr & Co., LLC 2.770 0,00 867 5,10
2026-02-10 13F BKD Wealth Advisors, LLC 668 202
2026-02-11 13F MidWestOne Financial Group, Inc. 1.972 0,00 596 1,54
2026-04-06 13F InTrack Investment Management Inc 6.396 -15,05 1.933 -15,00
2026-02-05 13F Dahring | Cusmano Llc 2.608 9,30 788 11,00
2026-04-09 13F Acropolis Investment Management, LLC 12.469 0,89 3.769 0,94
2026-02-12 13F Prudent Man Investment Management, Inc. 14 0,00 4 33,33
2026-02-24 13F MidFirst Bank 9 3
2026-04-10 13F Perigon Wealth Management, LLC 16.917 7,25 5.113 7,30
2026-02-04 13F Wsfs Capital Management, Llc 878 0,23 265 1,92
2026-01-29 13F DecisionPoint Financial, LLC 10 0,00 3 50,00
2026-02-13 13F Aire Advisors, Llc 10.852 -0,42 3.279 1,08
2026-04-14 13F Global Trust Wealth Management LLC 9.852 3,49 2.978 3,55
2026-02-09 13F Huntington National Bank 3.025 -7,80
2025-11-14 13F Guardian Wealth Advisors, Llc / Nc 0 -100,00 0 -100,00
2026-03-02 13F Reflection Asset Management 39 12
2026-01-28 13F Edge Financial Advisors LLC 937 0,32 283 1,44
2026-02-06 13F Integral Investment Advisors, Inc. 1.135 31,98 343 33,59
2026-02-10 13F NorthStar Asset Management LLC /NJ/ 4.367 4,98 1.319 6,54
2026-02-17 13F Citadel Advisors Llc Put 1.600 -38,46 483 -37,52
2026-02-17 13F Citadel Advisors Llc Call 11.300 -9,60 3.414 -8,25
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-01-23 13F Integrated Wealthcare, Llc 8.062 2.436
2026-02-12 13F Wealthspire Advisors, LLC 203.486 -43,03 61.475 -42,17
2026-04-15 13F DAVENPORT & Co LLC 4.384 1,95 1.325 2,08
2026-04-27 13F Mosley Wealth Management 631 188
2026-02-10 13F Winthrop Capital Management, LLC 5.948 -1,67 2 0,00
2026-02-17 13F Gallagher Fiduciary Advisors, LLC 56.956 2,10 17.207 3,64
2026-02-13 13F OpenArc Corporate Advisory, LLC 22.965 6.938
2026-02-13 13F Minot DeBlois Advisors LLC 5 -97,13 2 -98,04
2026-01-07 13F Vigilare Wealth Management 0 -100,00 0
2026-04-24 13F Wagner Wealth Management, Llc 251 0,00 76 0,00
2026-02-12 13F Rossby Financial, LCC 111 13,27 34 13,79
2026-01-28 13F Salomon & Ludwin, LLC 1.253 0,32 390 3,45
2026-02-09 13F Sawgrass Asset Management Llc 0 -100,00 0
2026-01-16 13F Genesis Financial Group, LLC 5.213 1.575
2026-02-10 13F/A Northwestern Mutual Wealth Management Co 302.816 32,68 91.484 34,68
2026-02-18 13F Caitlin John, LLC 76 0,00 23 0,00
2026-04-13 13F Moody Lynn & Lieberson, Llc 715 0,00 216 0,00
2026-01-12 13F World Equity Group, Inc. 2.354 5,28 711 6,92
2026-02-02 13F Breakwater Investment Management 176 0,00 53 1,92
2026-02-12 13F Fuller & Thaler Asset Management, Inc. 4.801 151,23 1.450 155,28
2026-04-23 13F North Star Investment Management Corp. 775 0,13 234 0,43
2026-01-13 13F Argentarii, LLC 1.311 1,24 396 2,86
2025-11-13 13F Triton Wealth Management, PLLC 0 -100,00 0
2026-04-15 13F Silverlake Wealth Management Llc 2.066 1,92 624 1,96
2026-01-15 13F Rebalance, Llc 5.668 -0,42 1.712 1,12
2026-01-23 13F Transcend Wealth Collective, Llc 6.096 -0,39 1.842 1,10
2026-01-28 13F CAPROCK Group, Inc. 6.788 -4,21 2.051 -1,25
2026-01-29 13F Concord Wealth Partners 528 0,00 160 1,27
2026-04-24 13F Eagle Bay Advisors LLC 0 -100,00 0
2026-02-11 13F Manchester Capital Management LLC 4.787 1.446
2026-01-30 13F Bogart Wealth, LLC 943 -24,14 285 -23,24
2026-02-10 13F Operose Advisors LLC 151 0,00 46 2,27
2025-11-07 13F Beacon Capital Management, LLC 0 -100,00 0
2026-04-27 13F BIP Wealth, LLC 1.579 -44,24 477 -44,21
2026-04-06 13F CX Institutional 20.773 -40,79 6 -40,00
2026-04-23 13F Seek First Inc. 15.973 11,13 4.828 11,17
2026-02-09 13F Hartline Investment Corp/ 4.306 0,00 1.301 1,48
2026-04-15 13F Signature Estate & Investment Advisors Llc 3.215 -0,25 972 -0,21
2026-01-29 13F Northern Oak Wealth Management Inc 4.166 -2,09 1.259 -0,63
2026-02-10 13F IAG Wealth Partners, LLC 247 53,42 75 57,45
2026-01-22 13F Hager Investment Management Services, Llc 11 3
2026-02-17 13F Silvercrest Asset Management Group Llc 2.027 2,68 612 4,26
2026-01-29 13F Spurstone Advisory Services, LLC 2 0,00 1
2026-02-13 13F United Bank 4.291 0,00 1.296 1,49
2026-01-28 13F Quent Long Short Global Small Cap Fund, LP 62.700 18.942
2026-01-30 13F Precision Wealth Strategies, LLC 778 -11,39 235 -9,96
2026-02-04 13F Valeo Financial Advisors, LLC 12.992 0,40 3.925 1,92
2026-02-17 13F Gladstone Institutional Advisory LLC 9.028 1,45 2.728 2,98
2026-02-05 13F Mainsail Asset Management, Llc 19.074 6,23 5.762 7,84
2026-04-21 13F Old Second National Bank Of Aurora 369 0,00 112 0,00
2026-02-13 13F Mill Creek Capital Advisors, LLC 313.730 -0,70 94.781 0,80
2026-04-08 13F DiNuzzo Private Wealth, Inc. 99 0,00 30 0,00
2026-04-10 13F Bouvel Investment Partners, LLC 5.508 1.665
2026-04-23 13F Simmons Bank 6.594 -1,76 1.992 -1,73
2026-04-09 13F Peterson Wealth Advisors, LLC 1.229 -10,88 371 -10,82
2026-01-22 13F Rodgers & Associates, LTD 138.062 1,30 41.710 2,83
2026-02-05 13F Petix & Botte Co 1.710 -4,58 517 -3,19
2026-02-17 13F Cahill Financial Advisors Inc 5.589 -1,78 1.689 -0,30
2026-04-22 13F Essential Planning, LLC. 15.807 -2,44 4.777 -2,41
2026-02-12 13F Titleist Asset Management, Llc 17.138 0,29 5.178 1,79
2026-02-09 13F Glenview Trust Co 2.628 -4,54 794 -3,17
2026-04-24 13F Pw Advisors, Llc \ Fl 0 -100,00 0
2026-01-29 13F Brickley Wealth Management 100.771 0,14 30.444 1,65
2026-04-08 13F Grove Bank & Trust 126 0,00 38 0,00
2026-04-24 13F Bellevue Asset Management, Llc 205 0,00 62 0,00
2026-04-15 13F Atwood & Palmer Inc 322 2.200,00 97 2.325,00
2026-01-29 13F Quent Capital, LLC 62.700 7,95 18.942 9,57
2026-02-02 13F Pillar Financial Advisors, LLC 9.073 0,00 2.741 1,52
2026-02-13 13F Johnson Investment Counsel Inc 0 -100,00 0
2026-02-11 13F Ackerman Capital Advisors, LLC 18.708 -3,57 5.652 -2,13
2026-04-15 13F Register Financial Advisors LLC 402 1,26 121 0,83
2026-04-15 13F Cypress Wealth Services, LLC 1.035 0,00 313 0,00
2026-04-23 13F Dupree Financial Group, LLC 0 -100,00 0
2026-03-12 13F Farmers National Bank 1.125 1,35 340 2,73
2026-02-13 13F Change Path, LLC 2.280 -3,96 689 -2,55
2026-04-27 13F Moneywise, Inc. 0 -100,00 0
2026-04-08 13F Inspirion Wealth Advisors, Llc 50.068 -20,59 15.133 -20,55
2026-02-03 13F Indivisible Partners 1.830 553
2026-02-17 13F IHT Wealth Management, LLC 6.900 -0,66 2.084 0,82
2026-04-17 13F Vermillion Wealth Management, Inc. 319 -12,84 97 -12,73
2026-02-11 13F Milestone Investment Advisors LLC 388 0,00 117 1,74
2026-04-24 13F Livet Wealth, LLC 0 -100,00 0
2026-01-21 13F Flagship Harbor Advisors, Llc 1.649 -5,45 498 -4,05
2026-04-14 13F Focus Financial Network, Inc. 46.866 2,33 14.165 2,39
2026-02-13 13F Strategies Wealth Advisors, LLC 147.780 4,59 44.646 6,17
2026-04-20 13F Ritholtz Wealth Management 1.731 0,06 523 0,19
2026-01-30 13F/A M&t Bank Corp 14.413 -0,24 4.354 1,28
2026-04-17 13F Murphy & Mullick Capital Management Corp 104 0,00 31 0,00
2026-02-12 13F Logan Capital Management Inc 0 -100,00 0 -100,00
2026-01-29 13F Brindle & Bay Financial Advisors, LLC 7.420 2.242
2026-02-05 13F Bessemer Group Inc 7.424 -24,15 2 0,00
2026-04-13 13F Richard P Slaughter Associates Inc 1.424 -10,94 430 -10,97
2026-02-05 13F SkyOak Wealth, LLC 22.692 -0,04 6.855 1,48
2026-02-17 13F AIMZ Investment Advisors, LLC 1.405 424
2026-04-22 13F Asset Allocation Strategies LLC 665 -3,62 201 -3,37
2026-02-13 13F Pinnacle Wealth Planning Services, Inc. 486 147
2026-04-15 13F LongView Wealth Management 1.506 -3,34 492 -2,00
2026-04-22 13F Cornerstone Wealth Group, LLC 649 217
2026-04-09 13F Tompkins Financial Corp 70 -49,64 21 -48,78
2026-04-21 13F Wedbush Securities Inc 4.872 12,60 1 0,00
2026-02-09 13F HBK Sorce Advisory LLC 0 -100,00 0 -100,00
2026-04-21 13F Sage Financial Management Group, Inc. 0 -100,00 0
2026-04-22 13F Coston, McIsaac & Partners 4 0,00 0
2026-04-27 13F Tsfg, Llc 2.249 0,00 1
2026-04-20 13F Fonville Wealth Management LLC 1.105 0,00 334 0,00
2026-04-21 13F Valley Forge Investment Consultants Inc Adv 2.939 -0,34 888 -0,22
2026-04-09 13F Clarity Capital Advisors, LLC 2.267 -5,54 685 -5,52
2026-04-14 13F Bay Harbor Wealth Management, LLC 27 35,00 8 33,33
2025-12-09 13F/A Tudor Investment Corp Et Al 0 -100,00 0
2026-02-11 13F 1776 Wealth LLC 672 203
2026-02-12 13F Index Technologies Group LLC 716 216
2026-02-11 13F Curio Wealth, Llc 62 0,00 19 5,56
2026-01-28 13F Diversified Enterprises, LLC 4.334 29,64 1.309 31,69
2026-04-15 13F Planning Directions Inc 1.358 1,95 410 1,99
2026-02-13 13F Gts Securities Llc 0 -100,00 0
2026-01-21 13F Westfuller Advisors, LLC 577 0,00 174 1,75
2026-02-12 13F Cloud Capital Management, LLC 0 -100,00 0
2026-02-09 13F IPG Investment Advisors LLC 1.091 0,00 330 1,23
2026-02-13 13F Glen Eagle Advisors, LLC 145 0,00 44 0,00
2026-01-27 13F/A Capital Performance Advisors Llp 1.290 390
2026-04-16 13F Sentinel Pension Advisors Inc 5.493 -0,22 1.660 -0,18
2026-04-27 13F Pensionmark Financial Group, Llc 5.311 -3,80 1.606 -3,72
2026-02-13 13F Capstone Wealth Management Group, Llc 673 0,00 203 1,50
2026-02-10 13F Belvedere Trading LLC Call 2.400 60,00 725 62,56
2026-02-12 13F ROSS\JOHNSON & Associates LLC 19 0,00 6 0,00
2026-02-13 13F Pathstone Holdings, LLC 113.822 -3,03 34.387 -1,57
2026-02-10 13F Linscomb & Williams, Inc. 829 0,00 250 1,63
2026-01-15 13F Royal Fund Management, LLC 3.702 2,15 1.125 3,59
2026-02-02 13F Oak Harbor Wealth Partners, Llc 80 0,00 24 4,35
2026-02-18 13F Beacon Pointe Advisors, LLC 166.486 1,26 50.297 2,79
2026-04-09 13F Praetorian Wealth Management, Inc. 51.387 2,27 16.301 7,39
2026-04-22 13F JNBA Financial Advisors 362 -3,47 109 -3,54
2026-04-17 13F Hanson & Doremus Investment Management 270 0,00 0
2026-01-29 13F Quest 10 Wealth Builders, Inc. 62 -1,59 19 0,00
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1.942 22,76 587 22,80
2026-04-22 13F Continuum Advisory, LLC 1.120 -3,78 339 -3,70
2026-01-28 13F Kingswood Wealth Advisors, Llc 10.600 -2,82 3.202 -1,36
2026-02-11 13F Convergence Financial, LLC 755 7,40 228 9,09
2026-02-19 13F CI Private Wealth, LLC 1.023.103 14,41 309.100 16,14
2025-11-14 13F Williams Jones Wealth Management, LLC. 0 -100,00 0
2026-04-20 13F Hilton Head Capital Partners, LLC 74 0,00 22 0,00
2026-02-10 13F Tandem Financial, LLC 12.867 309,13 3.604 284,53
2026-03-06 13F Hsbc Holdings Plc 1.363 412
2026-02-17 13F Ballast Financial Advisors LLC 7.764 2.346
2026-01-28 13F Glassman Wealth Services 3.015 0,00 911 1,45
2026-02-03 13F We Are One Seven, LLC 1.827 3,51 552 5,14
2026-02-18 13F First Citizens Bank & Trust Co 0 -100,00 0
2026-04-15 13F Murphy, Middleton, Hinkle & Parker, Inc. 1.721 520
2026-02-12 13F StoneX Group Inc. 6.427 -21,16 1.952 -19,60
2026-02-12 13F SWAN Capital LLC 30.519 -6,06 9.220 -4,64
2026-04-17 13F Krilogy Financial LLC 18.634 -2,66 6.141 -0,34
2026-04-21 13F GHP Investment Advisors, Inc. 27.242 1,13 8.234 1,17
2026-02-11 13F Tradition Wealth Management, LLC 7.771 -2,51 2.348 -1,05
2026-01-07 13F Sagespring Wealth Partners, Llc 3.524 -1,15 1.065 0,28
2026-02-09 13F Hantz Financial Services, Inc. 230 20,42 0
2026-04-17 13F AdvisorNet Financial, Inc 2.398 3,27 725 3,28
2026-02-10 13F Goldman Sachs Group Inc 75.373 5,86 22.771 7,45
2026-04-14 13F Wealthcare Advisory Partners LLC 9.661 18,90 2.920 18,99
2026-02-11 13F Commonwealth Retirement Investments LLC 45 14
2026-04-21 13F Fingerlakes Wealth Management, Inc. 2.601 3,38 786 3,42
2026-04-07 13F Agate Pass Investment Management, LLC 1.524 0,07 461 0,00
2026-04-17 13F Bell Investment Advisors, Inc 32 10
2026-02-13 13F Bluedoor Private Wealth, Llc 3.326 1.005
2026-04-17 13F CENTRAL TRUST Co 17.104 -0,28 5.170 -0,23
2026-02-04 13F Rollins Financial Advisors, LLC 663 200
2026-02-13 13F Aptus Capital Advisors, LLC 6.464 -0,78 1.953 0,72
2026-04-23 13F Wheelhouse Advisory Group LLC 1.977 -9,15 597 -10,09
2026-02-11 13F Jpmorgan Chase & Co 248.956 2,30 75.212 3,84
2026-03-04 13F Rehmann Capital Advisory Group 0 -100,00 0 -100,00
2026-02-13 13F Tobias Financial Advisors, Inc. 7.053 -1,48 2.131 0,00
2026-02-05 13F Stephens Inc /ar/ 130.633 -3,53 39.466 -2,08
2026-02-09 13F MTM Investment Management, LLC 7 0,00 2 0,00
2026-02-19 13F Atomi Financial Group, Inc. 34.074 -9,22 10.294 -7,85
2026-01-26 13F Grand Wealth Management, Llc 91 0,00 27 0,00
2026-02-04 13F Meridian Wealth Management, LLC 4.640 3,73 1.402 5,26
2026-04-27 13F Proathlete Wealth Management Llc 6 0,00 2 0,00
2026-04-17 13F Forbes Financial Planning, Inc. 29.915 6,69 9.042 6,73
2026-02-04 13F Atlantic Union Bankshares Corp 406 -8,97 123 -7,58
2026-04-15 13F Trust Co Of Toledo Na /oh/ 400 0,00 121 0,00
2026-04-13 13F Creative Financial Designs Inc /adv 18.386 5,55 5.557 5,61
2026-04-14 13F Congress Asset Management Co /ma 151.879 35,83 45.905 35,90
2026-02-13 13F Cordoba Advisory Partners LLC 8.052 2.432
2026-01-12 13F Canvas Wealth Advisors, LLC 4.667 2,64 1.410 2,55
2026-03-26 13F Alexander Labrunerie & Co., Inc. 1.033 -1,24 312 0,32
2026-04-14 13F XY Planning Network, Inc. 2.708 0,22 825 1,10
2026-02-06 13F One Charles Private Wealth Services, LLC 6.828 0,00 2.063 1,48
2026-02-17 13F Aqr Capital Management Llc 7.062 19,94 2.133 21,75
2026-04-10 13F Finward Bancorp 1.655 -5,05 500 -4,94
2026-01-21 13F Capital Investment Advisory Services, LLC 2.276 23,70 688 25,59
2026-02-09 13F Integrity Alliance, Llc. 19.533 21,03 5.901 22,86
2026-02-12 13F Brinker Capital Investments, LLC 4.246 11,59 1.283 13,25
2026-02-06 13F Addison Advisors LLC 255 0,00 77 2,67
2026-02-17 13F Susquehanna International Group, Llp Put 800 -81,40 242 -81,16
2026-02-17 13F Susquehanna International Group, Llp Call 25.700 26,60 7.764 28,52
2026-01-23 13F Bowman & Co S.C. 1.373 0,37 415 1,72
2026-01-15 13F PFG Private Wealth Management, LLC 0 -100,00 0
2026-02-03 13F LaFleur & Godfrey LLC 1.068 12,18 323 13,78
2026-02-09 13F Goepper Burkhardt LLC 2.586 -22,51 781 -21,35
2026-02-17 13F Susquehanna International Group, Llp 4.979 -87,64 1.504 -87,46
2026-04-17 13F/A Founders Financial Securities Llc 7.115 -0,75 2.248 3,83
2026-02-10 13F WealthTrak Capital Management LLC 902 -30,24 272 -29,17
2026-04-20 13F Obermeyer Wood Investment Counsel, Lllp 672 0,00 203 0,00
2026-04-21 13F Maridea Wealth Management LLC 2.135 -2,06 645 -1,98
2026-02-12 13F Commonwealth Equity Services, Llc 212.659 -5,59 64.246 95.789,55
2026-04-01 13F Bangor Savings Bank 182 0,00 55 1,85
2026-02-06 13F Mach-1 Financial Group, Inc. 0 -100,00 0
2026-02-17 13F Ancora Advisors, LLC 342 -12,76 103 -11,21
2026-02-06 13F Taylor Financial Group, Inc. 1.950 0,00 589 1,55
2026-02-12 13F Jane Street Group, Llc Call 12.900 69,74 3.897 72,36
2026-02-10 13F Peak Retirement Planning, Inc. 16.409 0,95 4.957 2,48
2026-04-20 13F CWA Asset Management Group, LLC 1.086 0,00 328 0,00
2026-04-07 13F InvesTrust 1.949 3,73 589 3,88
2025-11-13 13F Glenmede Investment Management, LP 25.532 12,07 7.599 20,43
2026-02-12 13F Founders Financial Alliance, LLC 22 -37,14 7 -40,00
2026-04-24 13F Kropog Financial Group, LLC 865 0,00 262 0,00
2026-02-09 13F Lgl Partners, Llc 1.353 0,22 409 1,49
2026-04-24 13F Financial Life Planners 32 10
2026-01-08 13F Signet Financial Management, Llc 2.986 -2,99 902 -1,53
2026-02-13 13F Delos Wealth Advisors, LLC 37 0,00 11 0,00
2026-01-23 13F Assetmark, Inc 1.564.878 0,92 472.765 2,44
2026-02-13 13F Mml Investors Services, Llc 371.897 4,33 112.354 5,91
2026-04-08 13F Gladwyn Financial Advisors, Inc. 36.214 1,83 10.946 1,87
2026-02-13 13F First Trust Advisors Lp 2.710 -1,63 819 -0,24
2026-04-24 13F Michels Family Financial, LLC 5.222 1,62 1.578 1,68
2026-04-08 13F Wealth Science Advisors LLC 141 43
2026-01-26 13F Whittier Trust Co 7.013 0,04 2.228 5,14
2026-02-10 13F SFI Advisors, LLC 1.382 7,55 418 9,16
2026-04-16 13F Cornerstone Management, Inc. 31.964 7,66 9.661 7,72
2026-01-20 13F Ascent Group, LLC 1.595 -3,63 482 -2,24
2026-04-27 13F Apeiron RIA LLC 1.590 -0,31 481 -0,21
2026-01-28 13F WP Advisors, LLC 28.934 -21,45 8.741 -20,27
2026-01-28 13F Mowery & Schoenfeld Wealth Management, LLC 462 0,00 140 1,46
2026-02-11 13F Prestige Wealth Management Group LLC 29 0,00 9 0,00
2026-02-12 13F FineMark National Bank & Trust 5.538 17,33 1.673 19,16
2026-01-29 13F Dunhill Financial, LLC 333 -44,87 101 -44,13
2026-04-22 13F Motco 140 42
2026-02-02 13F Cornerstone Planning Group LLC 0 -100,00 0
2026-04-15 13F Founders Grove Wealth Partners, Llc 4.752 0,83 1.436 0,91
2026-01-30 13F Turning Point Benefit Group, Inc. 18 -90,77 5 -91,38
2026-02-02 13F FSA Advisors, Inc. 2.000 604
2026-02-12 13F Graetz Wealth LLC 4.623 1.397
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 792 0,00 239 0,00
2026-01-26 13F AE Wealth Management LLC 5.545 -2,91 1.675 -1,41
2026-04-20 13F Friedenthal Financial 7 0,00 2 0,00
2026-04-27 13F Exencial Wealth Advisors, Llc 69.015 -0,35 20.860 -0,31
2026-02-17 13F United Capital Financial Advisers, Llc 148.743 -2,15 44.937 -0,68
2026-04-17 13F Brown, Lisle/cummings, Inc. 30 0,00 9 0,00
2026-02-13 13F Acumen Wealth Advisors, LLC 130 39
2026-04-21 13F Grimes & Company, Inc. 14.118 -7,57 4.267 -7,52
2026-02-02 13F Integrity Wealth Solutions LLC 7.884 0,86 2.382 2,36
2026-02-13 13F Invictus Private Wealth, Llc 0 -100,00 0
2026-02-18 13F Vident Advisory, LLC 1.041 15,80 315 17,60
2026-04-22 13F BKM Wealth Management, LLC 4.213 6,93 1.273 6,97
2026-02-11 13F Resolute Advisors LLC 1.896 0,26 573 1,60
2026-04-15 13F Merit Financial Group, LLC 79.726 -2,62 24.097 -2,57
2026-02-11 13F Invst, LLC 1.574 -10,42 476 -9,00
2026-04-21 13F Christine Messmer Pc 1.630 -1,45 493 -1,40
2026-01-23 13F Smith, Moore & Co. 1.151 -1,71 348 -0,29
2026-01-26 13F Quadrant Private Wealth Management, LLC 1.226 0,00 370 1,37
2026-02-06 13F EverSource Wealth Advisors, LLC 973 1.927,08 294 1.992,86
2026-04-10 13F Abound Wealth Management 192 -16,88 58 -15,94
2026-02-10 13F American Money Management, LLC 1.104 -1,95 334 -0,60
2026-02-13 13F Commerce Bank 19.516 2,50 5.896 4,04
2026-02-17 13F one8zero8, LLC 8 2
2026-02-13 13F MAI Capital Management 10.760 54,04 3.251 56,40
2026-01-29 13F Camelot Portfolios, LLC 14 4
2026-04-09 13F Avenue 1 Advisors, LLC 41.097 3,07 12.421 3,12
2026-02-13 13F National Bank Of Canada /fi/ 230 0,00 69 1,47
2026-04-27 13F Koshinski Asset Management, Inc. 2.884 0,00 872 0,00
2026-01-09 13F Zrc Wealth Management, Llc 0 -100,00 0
2026-01-29 13F Sanctuary Advisors, LLC 49.056 4,35 14.820 5,93
2026-02-04 13F Shoker Investment Counsel, Inc. 3.056 0,07 924 1,65
2026-02-06 13F Cullen/frost Bankers, Inc. 47.920 22,78 14.477 24,64
2026-02-17 13F Coppell Advisory Solutions LLC 1.909 44,08 582 47,34
2026-02-26 13F Anchor Investment Management, LLC 2.485 7,25 751 8,85
2026-02-02 13F Ashton Thomas Securities, Llc 0 -100,00 0
2026-02-11 13F Athena Investment Management 1.590 -16,97 480 -15,64
2026-04-27 13F Thrive Capital Management, LLC 28.537 86,82 8.625 86,93
2026-02-02 13F Montag A & Associates Inc 233 0,00 70 1,45
2026-01-20 13F SOA Wealth Advisors, LLC. 9.451 0,97 2.855 2,51
2026-02-05 13F RiverFront Investment Group, LLC 791 239
2026-01-22 13F Evermay Wealth Management Llc 2.765 -2,12 835 -0,71
2026-04-14 13F Jeppson Wealth Management, Llc 1.289 0,16 390 0,26
2026-04-08 13F Birchbrook, Inc. 14 -85,26 4 -85,71
2026-02-10 13F Argent Trust Co 10.943 66,11 3.306 68,62
2026-02-13 13F Vestwell Advisors, LLC 2.148 6,18
2025-11-12 13F Creekmur Asset Management LLC 144 -26,90 43 -22,22
2026-02-12 13F Davis R M Inc 0 -100,00 0
2026-02-12 13F JPL Wealth Management, LLC 0 -100,00 0
2026-01-16 13F Marino, Stram & Associates Llc 2.435 9,78 736 11,36
2026-01-22 13F Mechanics Financial Corp 215 0,00 65 1,59
2026-02-02 13F Benjamin Edwards Inc 52.959 2,93 16.009 4,49
2026-02-02 13F JDM Financial Group LLC 108 0,00 33 0,00
2026-02-13 13F Axim Planning & Wealth 944 -2,38 285 -0,70
2026-01-23 13F Optima Capital Llc 29 9
2026-01-28 13F Geneos Wealth Management Inc. 7.595 3,11 2.295 4,65
2026-01-30 13F AMG National Trust Bank 2.640 0,00 798 1,53
2026-02-17 13F Keebeck Wealth Management, LLC 1.386 0,00 419 1,21
2026-02-12 13F Great Valley Advisor Group, Inc. 15.465 -1,85 4.672 -0,38
2026-04-17 13F Presilium Private Wealth, Llc 54.767 4,57 16.553 4,62
2026-04-07 13F Signaturefd, Llc 1.539 0,52 465 0,65
2026-04-24 13F Bishop & Co Investment Management, LLC 2.244 -92,52 678 -92,51
2026-02-06 13F Larson Financial Group LLC 30.261 -11,21 9.142 -9,86
2026-04-21 13F Falcon Wealth Planning 10.612 -3,32 3.208 -3,29
2026-02-03 13F Emerald Investment Partners, Llc 2.562 -12,02 774 -10,62
2026-02-05 13F Navalign, LLC 299 90
2025-11-05 13F Wells Trecaso Financial Group, LLC 5.829 -7,11 1.735 -0,17
2026-02-12 13F Bank Of Montreal /can/ 22.239 -8,51 6.719 -7,13
2026-04-16 13F Stephen J. Garry & Associates, Llc 15.423 -0,18 4.662 -0,13
2026-04-20 13F Leeward Financial Partners, LLC 18.569 -21,53 5.612 -21,50
2026-02-12 13F Miller Financial Services LLC 718 6,69 217 8,00
2026-04-07 13F/A Round Rock Advisors, LLC 3.621 0,00 1.094 1,58
2026-04-09 13F Cornerstone Wealth Advisors, Inc. 32.815 -10,10 9.918 -10,06
2026-02-09 13F Keating Financial Advisory Services, Inc. 251 76
2026-02-13 13F/A New England Private Wealth Advisors LLC 783 0,26 237 1,72
2026-04-22 13F Accretive Wealth Partners, LLC 3.238 -0,28 979 -0,20
2026-04-23 13F Summit Investment Advisory Services, LLC 793 0,00 240 0,00
2026-01-23 13F Freestone Capital Holdings, LLC 2.546 -14,45 769 -13,11
2026-02-13 13F Alerus Financial Na 311 0,00 94 1,09
2026-02-13 13F Level Four Advisory Services, Llc 4.478 7,64 1.353 9,21
2026-02-17 13F Warren Averett Asset Management, LLC 29.167 11,26 8.812 12,93
2026-04-08 13F Sapient Capital Llc 8.093 1,29 2.446 0,37
2026-04-09 13F IFG Advisors, LLC 2.818 0,04 852 0,00
2026-01-29 13F UBS Group AG 726.877 -5,41 219.597 -3,98
2026-02-05 13F Tucker Asset Management Llc 408 946,15 123 1.018,18
2026-01-30 13F Sigma Planning Corp 1.147 3,61 347 5,17
2026-04-20 13F McKinley Carter Wealth Services, Inc. 10.488 -0,34 3.170 -0,31
2026-04-22 13F Apollon Financial, LLC 944 2,28 285 2,52
2026-01-27 13F Sage Financial Group Inc 64.663 0,49 19.535 2,01
2025-11-14 13F Strategic Wealth Partners, Ltd. 404 -4,72 120 2,56
2025-11-14 13F Binnacle Investments Inc 1.257 -2,33 374 5,06
2026-02-12 13F Skopos Labs, Inc. 1.202 71,71 369 76,92
2026-02-03 13F F/M Investments LLC 740 0,00 224 1,36
2026-02-10 13F Mycio Wealth Partners, Llc 1.100 0,27 332 1,84
2026-01-21 13F MBL Wealth, LLC 1.165 4,67 352 6,04
2026-04-16 13F Lexington Hill Partners, LLC 767 0,13 232 0,00
2026-02-10 13F Peapack Gladstone Financial Corp 53.307 -0,07 16 6,67
2026-02-17 13F Wealthedge Investment Advisors, Llc 5.878 -0,69 1.776 0,80
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 131.049 -1,54 39.579 -1,49
2026-04-16 13F Capital Advisors, Ltd. LLC 581 0,00 0
2026-01-28 13F Headland Capital, LLC 1.429 -0,97 432 0,47
2026-04-01 13F Financial Insights, Inc. 1.449 -0,96 438 7,90
2026-02-06 13F Global Retirement Partners, LLC 23.257 448,51 7.026 457,18
2026-04-13 13F Nvest Wealth Strategies, Inc. 2.272 -5,25 687 -5,25
2026-04-27 13F Greenleaf Trust 0 -100,00 0
2026-04-23 13F Kohmann Bosshard Financial Services, LLC 1.175 0,00 355 0,28
2026-02-13 13F Ieq Capital, Llc 5.681 -0,98 1.716 0,53
2026-04-16 13F Center For Asset Management LLC 3.419 0,50 1.034 0,58
2026-01-30 13F Us Bancorp \de\ 180.387 -0,99 54.516 0,51
2026-04-20 13F Investment Research & Advisory Group, Inc. 741 0,00 224 0,00
2026-04-22 13F Sutton Place Investors Llc 949 0,11 287 0,00
2026-02-10 13F Rothschild Investment Llc 375 -16,67 113 -15,04
2026-02-17 13F Northern Trust Corp 25.923 -32,19 7.832 -31,17
2026-02-13 13F Golden State Wealth Management, LLC 913 -17,30 276 -16,16
2026-04-21 13F Wesbanco Bank Inc 12.438 3,02 3.759 3,07
2026-04-16 13F Triad Wealth Partners, LLC 0 -100,00 0
2026-01-28 13F Investmark Advisory Group LLC 3.782 0,21 1.143 1,69
2026-03-02 13F Bank Of Hawaii 4.013 -2,36 1.212 -0,90
2025-10-28 13F MAS Advisors LLC 1.210 -2,34 360 4,96
2026-02-27 13F Strategic Investment Solutions, Inc. /IL 1.617 -42,82 489 -41,97
2026-02-10 13F Ark & Tlk Investments, Llc 1.099 0,00 332 1,53
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 77.540 -22,81 23.829 -25,33
2026-04-22 13F Pasadena Private Wealth, LLC 54.229 -4,28 16.391 -4,24
2026-02-12 13F Hamilton Point Investment Advisors, LLC 0 -100,00 0
2026-04-13 13F Foster Group, Inc. 858 -3,05 259 -3,00
2026-02-02 13F Chapman Financial Group, Llc 283 0,00 85 1,19
2026-04-23 13F Game Plan Financial Advisors, LLC 25 0,00 8 0,00
2026-02-09 13F Clearwater Capital Advisors, LLC 1.467 -1,01 443 0,45
2026-02-02 13F Woodard & Co Asset Management Group Inc /adv 5 2
2026-02-12 13F Connecticut Wealth Management, LLC 0 -100,00 0
2026-04-20 13F Dopkins Wealth Management, Llc 23.702 -1,23 7.164 -1,19
2026-04-08 13F Ccg Wealth Management, Llc 2.153 0,51 651 0,46
2026-04-15 13F Cranbrook Wealth Management, LLC 9.444 -4,66 2.854 -4,61
2026-04-27 13F Qrg Capital Management, Inc. 2.052 -3,98 620 -3,88
2026-04-28 13F SBI Securities Co., Ltd. 1.678 -8,71 507 -8,65
2026-01-29 13F Simon Quick Advisors, Llc 5.436 -2,05 1.642 -0,55
2026-04-16 13F First Community Trust Na 24 0,00 7 0,00
2025-11-07 13F Synovus Financial Corp 6.188 5,63 1.847 13,53
2026-04-10 13F Country Trust Bank 76 0,00 23 0,00
2026-02-17 13F SageView Advisory Group, LLC 705 -18,87 213 -17,83
2026-04-07 13F CoreCap Advisors, LLC 3.205 -0,80 969 -0,82
2026-02-10 13F DiMeo Schneider & Associates, L.L.C. 2.601 12,35 786 13,77
2026-04-10 13F Perfromance Wealth Partners, LLC 34.802 -1,25 10.519 -1,21
2026-04-09 13F OFS Enterprise LLC 2.915 881
2026-02-13 13F Brown Advisory Inc 27.562 51,02 8.327 53,31
2026-04-13 13F Clayton Financial Group LLC 21.523 2,40 6.505 2,46
2026-02-03 13F BHK Investment Advisors, LLC 91.558 9,75 27.661 11,41
2025-11-12 13F CIBC Bancorp USA Inc. 54.799 16.309
2026-04-15 13F Exchange Traded Concepts, Llc 985 -12,29 298 -12,39
2026-02-13 13F Total Wealth Planning, Llc 4.329 -93,67 1.308 -93,58
2026-02-03 13F Strategic Wealth Advisors LLC 23.848 7
2026-02-03 13F NewEdge Wealth, LLC 3.296 16,96 996 17,33
2026-02-09 13F Fisher Asset Management, LLC 1.127 341
2026-04-15 13F Brady Martz Wealth Solutions, LLC 1.908 0,00 577 0,00
2026-02-09 13F Blue Bell Private Wealth Management, Llc 66 0,00 20 0,00
2026-02-06 13F TPG Financial Advisors, LLC 874 1,86 264 3,14
2026-04-06 13F Rosenberg Matthew Hamilton 4 1
2026-02-12 13F Compass Capital Corp /ma/ /adv 1.123 -6,57 359 -1,10
2026-02-17 13F TCG Advisory Services, LLC 898 271
2026-01-28 13F WPG Advisers, LLC 790 0,89 239 2,15
2026-02-10 13F TAGStone Capital, Inc. 12.218 1,08 3.691 2,44
2026-02-17 13F Advisory Services Network, LLC 19.407 2,36 5.863 3,92
2026-04-17 13F Stephenson National Bank & Trust 2.602 2,00 786 2,08
2026-02-17 13F Alliancebernstein L.p. 21.461 4,72 6.484 6,30
2026-04-24 13F rebel Financial LLC 9.431 -3,29 2.850 -3,26
2026-02-17 13F Quantinno Capital Management LP 19.131 51,71 5.780 53,98
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 3.424 130,26 1.035 130,51
2026-01-28 13F EPG Wealth Management LLC 176 -2,22 53 0,00
2026-02-04 13F Rinkey Investments 2.066 0,00 624 1,63
2026-01-26 13F BLB&B Advisors, LLC 3.430 27,18 1.036 29,18
2025-11-06 13F Blume Capital Management, Inc. 0 -100,00 0 -100,00
2026-02-17 13F Garden State Investment Advisory Services LLC 1.335 -2,41 403 -0,98
2026-01-27 13F Keeler & Nadler Financial Planning & Wealth Management 6.683 -1,20 2.019 0,25
2026-04-08 13F West Financial Advisors, LLC 254 0,00 77 0,00
2026-04-24 13F Balentine LLC 30 9
2026-04-15 13F Valley National Advisers Inc 8.708 -1,58 3 0,00
2026-04-15 13F Wright Fund Managment, LLC 0 -100,00 0
2025-11-07 13F Sierra Ocean, Llc 0 -100,00 0 -100,00
2026-04-24 13F Key FInancial Inc 3.058 2,62 924 2,67
2026-01-26 13F Marion Wealth Management 34.632 1,22 11.208 10,06
2026-01-26 13F Private Trust Co Na 804 -19,92 243 -18,79
2025-11-14 13F Cubist Systematic Strategies, LLC Put 18.100 -49,30 5.387 -45,52
2026-04-27 13F Lodestar Private Asset Management Llc 764 0,00 231 0,00
2026-02-10 13F Shepherd Financial Partners LLC 1.841 0,00 556 1,65
2026-01-20 13F Savvy Advisors, Inc. 2.165 70,47 654 73,02
2025-11-14 13F Cubist Systematic Strategies, LLC Call 2.200 -90,27 655 -89,55
2026-02-13 13F Northwest Bancshares, Inc. 2.190 -6,65 662 -5,30
2026-02-13 13F Wealth Dimensions Group, Ltd. 669 -5,77 202 -4,27
2026-01-12 13F Daymark Wealth Partners, Llc 1.920 -11,07 580 -9,66
2026-01-27 13F Werba Rubin Papier Wealth Management 6.506 3,73 1.966 5,31
2026-04-21 13F Trilogy Capital Inc. 1.946 2,69 588 2,80
2026-02-02 13F Legacy Edge Advisors, LLC 3.855 1.165
2026-02-10 13F JMG Financial Group, Ltd. 935 -2,40 282 -1,05
2026-04-23 13F Willis Johnson & Associates, Inc. 1.287 -34,70 389 -34,79
2026-01-28 13F Cornerstone Advisory, LLC 13.456 -1,75 4.065 -0,27
2026-04-24 13F Axis Wealth Partners, LLC 1.738 0,70 525 0,77
2026-01-29 13F Facet Wealth, Inc. 919 24,19 296 34,55
2026-04-20 13F Cardinal Strategic Wealth Guidance 119 0,00 36 0,00
2026-01-27 13F Regions Financial Corp 755 6,04 228 8,06
2026-02-09 13F Solutions 4 Wealth, Ltd 2.058 -13,38 622 -12,16
2026-02-12 13F Summit Financial, LLC 20.147 3,80 6.087 5,37
2026-04-08 13F Dynamic Advisor Solutions LLC 2.974 -0,97 899 -0,88
2026-02-12 13F Philadelphia Trust Co 783 0,00 0
2026-02-09 13F Hartland & Co., LLC 1.323 -12,62 400 -11,33
2026-02-11 13F MCF Advisors LLC 34 0,00 10 0,00
2026-04-22 13F Bravera Wealth 10.898 18,60 3.294 18,62
2026-02-02 13F Sagace Wealth Management LLC 5.576 -2,16 1.685 -0,71
2026-02-17 13F Cardiff Park Advisors, Llc 1.362 0,29 411 1,73
2026-02-10 13F IFG Advisory, LLC 2.013 608
2026-02-10 13F Novak & Powell Financial Services, Inc. 0 -100,00 0
2026-04-14 13F Prospera Financial Services Inc 7.334 -2,43 2.222 -2,37
2026-01-23 13F Legacy Bridge, LLC 502 0,00 152 1,34
2026-02-13 13F Arkadios Wealth Advisors 2.479 37,95 749 40,26
2026-04-22 13F Fearless Solutions, LLC dba Best Invest 1.580 0,00 478 0,00
2026-04-23 13F Glass Jacobson Investment Advisors llc 2.216 -1,82 670 -1,76
2026-02-13 13F Granville Capital, Inc. 24.063 7.270
2026-02-17 13F Fmr Llc 63.983 13,34 19.330 15,05
2026-02-02 13F Robertson Stephens Wealth Management, LLC 30.650 7,82 9.260 9,29
2026-04-08 13F First Heartland Consultants, Inc. 8.456 -51,42 2.556 -51,41
2026-02-13 13F Morgan Stanley 1.882.603 -2,54 568.754 -1,07
2026-04-24 13F Acorn Financial Advisory Services Inc /adv 5.084 -2,70 1.537 -2,66
2026-02-13 13F McAdam, LLC 77.204 4,25 23.324 5,82
2026-01-27 13F Sterling Financial Planning, Inc. 8.259 1,16 2.495 2,72
2026-02-03 13F Sequoia Financial Advisors, LLC 10.280 -11,61 3.106 -10,29
2026-02-09 13F CBIZ Investment Advisory Services, LLC 156 0,00 47 2,17
2026-04-22 13F Gemmer Asset Management LLC 810 -94,90 245 -94,91
2026-02-17 13F Glenmede Trust Co Na 37.839 79,54 11.432 115,44
2026-04-14 13F Beacon Investment Advisory Services, Inc. 275 83
2026-01-29 13F Quadcap Wealth Management, LLC 6.156 -0,44 1.860 1,03
2026-01-26 13F Cwm, Llc 115.034 121,71 35 126,67
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 411 -26,74 124 -26,63
2026-03-16 13F John A. Wolfe & Associates, Inc. 2.197 664
2026-04-13 13F Midway Capital Research & Management 138 42
2026-04-14 13F Opal Wealth Advisors, LLC 386 117
2026-01-27 13F Belpointe Asset Management LLC 4.780 2,73 1.444 4,34
2026-02-09 13F Arrow Investment Advisors, LLC 2.257 682
2026-02-17 13F Qube Research & Technologies Ltd 489 148
2026-02-02 13F PKS Advisory Services, LLC 4.009 0,12 1.211 1,68
2026-02-14 13F American Trust 3.948 6,93 1.193 8,56
2026-04-16 13F Intergy Private Wealth, LLC 4.289 1,47 1.296 1,57
2026-02-11 13F Strategic Financial Partners, Ltd. 3.684 -2,26 1.113 -0,71
2026-02-11 13F Tiaa Trust, National Association 430.614 -8,14 130.094 -6,75
2026-01-07 13F Harbour Capital Advisors, LLC 6.686 0,00 2.053 1,89
2026-01-27 13F Meritage Portfolio Management 15.374 -3,55 4.645 -2,11
2026-04-06 13F GAMMA Investing LLC 148 -38,59 45 -38,89
2026-04-15 13F Fortitude Family Office, LLC 840 0,00 254 0,00
2026-04-23 13F Narwhal Capital Management 1.350 0,00 408 0,25
2026-01-12 13F AllSquare Wealth Management LLC 13 0,00 4 0,00
2026-02-05 13F Rossmore Private Capital 833 -0,24 252 1,21
2026-04-08 13F Warner Financial, Inc 13.004 1,29 3.930 130.900,00
2026-02-13 13F Excelsior Advisor Network LLC 770 233
2026-04-21 13F Aaron Wealth Advisors LLC 97.146 11,06 29.362 11,11
2026-04-22 13F Joel Isaacson & Co., LLC 18.748 0,71 5.667 0,76
2026-01-15 13F MEMBERS Trust Co 16.250 -20,06 4.909 -18,85
2026-04-17 13F Signal Advisors Wealth, LLC 2.506 155,98 758 156,61
2026-04-21 13F OneAscent Financial Services LLC 17.551 21,24 5.305 21,29
2026-02-17 13F Raymond James Financial Inc 515.020 14,19 155.593 15,91
2026-04-21 13F Chapin Davis, Inc. 970 -10,10 293 -9,85
2026-04-10 13F Pure Financial Advisors, Inc. 1.251 -27,06 378 -27,03
2026-02-17 13F Wiley Bros.-aintree Capital, Llc 21.902 6,61 6.614 8,18
2026-01-15 13F Lodestone Wealth Management LLC 16 5
2026-01-23 13F Sage Mountain Advisors LLC 5.718 3,03 1.727 4,60
2026-04-13 13F Arcadia Investment Advisors Llc 654 -12,45 198 -12,44
2026-04-14 13F William Mack & Associates, Inc. 1.767 -25,41 534 -25,31
2026-01-12 13F VisionPoint Advisory Group, LLC 2.877 -5,92 869 -4,51
2026-01-07 13F Gilbert & Cook, Inc. 1.242 -0,32 375 1,35
2026-01-28 13F REDW Wealth LLC 752 0,00 227 1,79
2026-02-02 13F Wells Financial Advisors INC 731 -40,91 221 -40,22
2026-02-12 13F BRYN MAWR TRUST Co 1.269 -1,40 383 0,00
2026-02-04 13F Rockbridge Investment Management, LCC 1.858 -0,80 561 0,72
2026-02-12 13F Atlantic Family Wealth, Llc 4.308 1,80 1.302 3,34
2026-01-23 13F Diversify Advisory Services, LLC 2.710 1,80 881 9,18
2026-04-22 13F Uniting Wealth Partners, LLC 734 0,00 222 0,00
2026-02-13 13F Pine Valley Investments Ltd Liability Co 2.113 -0,70 638 0,79
2026-02-13 13F Prudential Financial Inc 21.389 -5,25 6.526 -2,87
2026-02-18 13F Pacific Excel Wealth Advisors, Inc. 812 245
2026-02-09 13F Strategic Financial Services, Inc, 1.408 13,37 445 20,60
2026-04-16 13F Security National Bank 13 0,00 4 0,00
2026-02-04 13F Ameritas Advisory Services, LLC 14.748 461,40 4.456 470,42
2026-02-11 13F Capital Analysts, Inc. 989 -53,39 0
2026-04-24 13F Merited Wealth, LLC 1.071 -1,20 324 -1,22
2026-02-12 13F Steward Partners Investment Advisory, Llc 85.981 14,06 25.976 15,78
2026-02-12 13F Grey Fox Wealth Advisors, LLC 0 -100,00 0
2026-02-17 13F Align Financial, LLC 288.817 289
2026-02-03 13F Sigma Investment Counselors Inc 1.741 -3,60 526 -2,23
2026-02-09 13F MSH Capital Advisors LLC 10.373 -0,06 3.134 1,46
2026-02-11 13F Arsenal Capital Advisors LLC 1.277 386
2026-01-20 13F Steel Peak Wealth Management LLC 1.261 -37,61 381 -36,77
2026-02-13 13F Flow Traders U.s. Llc 947 -84,56 0 -100,00
2026-02-13 13F Missouri Trust & Investment Co 54 0,00 16 0,00
2025-11-13 13F Strategic Financial Concepts, LLC 0 -100,00 0 -100,00
2026-04-16 13F Five Pine Wealth Management 722 -0,28 218 0,00
2025-11-04 13F Wallace Hart LLC 0 -100,00 0 -100,00
2026-01-29 13F Lee Danner & Bass Inc 2.092 -0,05 632 1,61
2026-01-30 13F American Financial & Tax Strategies Inc 10.967 -1,04 3.313 0,45
2026-02-09 13F Smithfield Trust Co 2.086 -11,72 1
2026-02-06 13F Copia Wealth Management 987 -28,17 298 -26,96
2026-04-27 13F Truist Financial Corp 75.038 -36,64 22.680 -36,61
2026-04-24 13F DeLarme Wealth Management, Inc. 11.304 -3,69 3.417 -3,67
2026-02-17 13F Royal Bank Of Canada 297.650 7,34 89.923 8,96
2026-04-20 13F Courier Capital Llc 1.535 0,00 464 0,00
2026-04-15 13F Fifth Third Securities, Inc. 14.367 -14,30 4.342 -14,26
2026-02-17 13F Main Street Financial Solutions, LLC 2.119 -39,77 640 -38,81
2025-11-18 13F Kozak & Associates, Inc. 0 -100,00 0
2026-04-24 13F Jacobsen Capital Management 39.576 -1,81 11.962 -1,77
2026-04-16 13F Toth Financial Advisory Corp 73 0,00 22 0,00
2026-02-13 13F SRS Capital Advisors, Inc. 44.380 13.408
2026-02-17 13F Gotham Asset Management, LLC 4.597 12,70 1.389 14,43
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-01-20 13F Independence Bank of Kentucky 447 -3,46 135 -1,46
2026-04-13 13F Garrett Investment Advisors LLC 5.072 -1,55 1.533 -1,48
2026-04-20 13F Brandywine Oak Private Wealth Llc 1.590 10,96 481 11,11
2026-02-11 13F Gwn Securities Inc. 2.276 14,78 688 15,66
2026-02-18 13F NFP Retirement, Inc. 19.000 92,33 5.740 95,24
2026-04-20 13F Independent Wealth Network Inc. 4.593 6,49 1.388 6,52
2026-01-20 13F Cooksen Wealth, LLC 5.259 -0,74 1.589 0,76
2026-02-11 13F Vestor Capital, Llc 304 84,24 0
2026-02-12 13F Laffer Investments 667 202
2026-04-21 13F Vise Technologies, Inc. 2.097 0,00 634 0,00
2026-02-03 13F International Assets Investment Management, Llc 1.692 85,12 511 102,78
2026-04-23 13F Harbor Investment Advisory, Llc 14.656 14,52 4.430 14,56
2026-04-08 13F Infinity Wealth Counsel, LLC 10.132 1,40 3.062 1,46
2026-02-03 13F Cassaday & Co Wealth Management LLC 2.708 0,00 818 1,61
2026-02-06 13F Ferguson Johnson Wealth Management Inc 4.477 1
2026-01-30 13F Archer Investment Corp 127 -11,81 38 -9,52
2026-02-17 13F Tower Research Capital LLC (TRC) 0 -100,00 0
2026-04-08 13F Archer Investment Management, LLC 0 -100,00 0
2026-04-15 13F Cohen Klingenstein LLC 661.433 -1,04 199.918 -0,99
2026-02-13 13F Resources Investment Advisors, LLC. 18.823 -32,61 5.687 -31,60
2026-04-17 13F 55 North Private Wealth, LLC 2.067 -11,59 625 -11,61
2026-04-23 13F First Pacific Financial 899 0,11 272 0,00
2026-02-03 13F RWM Asset Management, LLC 857 0,00 276 7,84
2026-04-10 13F Magnus Financial Group LLC 2.360 -2,44 713 -2,33
2026-04-13 13F Elm3 Financial Group, LLC 3.029 5,87 915 5,90
2026-02-02 13F Avidian Wealth Solutions, LLC 3.076 -0,77 929 0,76
2026-04-10 13F Armstrong Advisory Group, Inc 427 0,00 129 0,00
2026-01-30 13F Laurel Wealth Advisors LLC 33 10
2026-02-17 13F Advisor Group Holdings, Inc. 257.656 -27,95 77.925 -26,42
2026-02-02 13F Mcdonald Partners Llc 1.130 1,80 341 3,33
2026-01-29 13F Matisse Capital 9.554 0,00 2.886 1,51
2026-04-10 13F Piscataqua Savings Bank 400 0,00 121 0,00
2025-11-13 13F Obsidian Personal Planning Solutions LLC 870 -2,25 264 7,32
2026-01-21 13F Townsend Asset Management Corp /nc/ /adv 6.332 -3,22 1.913 -1,80
2026-04-21 13F Dougherty & Associates, LLC 0 -100,00 0
2026-01-26 13F Greenwood Capital Associates Llc 9.529 0,96 2.879 2,49
2026-04-13 13F Compass Ion Advisors, LLC 7.524 -3,30 2.274 -3,23
2026-04-13 13F CJM Wealth Advisers, Ltd. 30.810 -0,56 9.312 -0,51
2026-02-09 13F Green Square Capital Advisors Llc 3.877 0,44 1.171 9,64
2026-01-20 13F Sanibel Captiva Trust Company, Inc. 1.336 -1,26 404 0,25
2026-01-12 13F CVA Family Office, LLC 10 0,00 3 50,00
2026-02-06 13F Advisory Alpha, LLC 24.799 1,17 7.492 1,39
2026-02-09 13F Frazier Financial Advisors, LLC 55 10,00 17 14,29
2026-02-11 13F SOUTH STATE Corp 182 0,00 55 0,00
2026-04-21 13F Colony Family Offices, LLC 503 0,00 152 0,66
2026-04-13 13F Hm Payson & Co 2.163 167,70 654 167,62
2026-01-21 13F Newbridge Financial Services Group, Inc. 26.984 2,95 8.152 4,50
2026-02-02 13F Vawter Financial, Ltd. 52.978 0,84 16.005 2,36
2026-02-06 13F Evergreen Wealth Management, LLC 3.559 -4,97 1.075 -3,50
2026-02-12 13F CIBC Private Wealth Group, LLC 75.583 38,42 22.834 40,52
2025-11-10 13F Atlantic Trust, LLC 0 -100,00 0 -100,00
2026-04-08 13F Eclectic Associates Inc /adv 19.781 14,42 5.978 14,46
2026-02-06 13F Associated Banc-corp 20.813 2,47 6.288 4,00
2026-02-09 13F Coldstream Capital Management Inc 2.287 -5,10 691 -3,77
2026-02-03 13F Bokf, Na 6.216 -6,99 1.878 -5,58
2026-02-05 13F Duncan Williams Asset Management, LLC 3.030 -3,60 939 0,32
2026-04-27 13F TCI Wealth Advisors, Inc. 5.389 -0,07 1.629 -0,06
2026-04-23 13F Ewa, Llc 1.390 0,07 420 0,24
2026-02-12 13F Vickerman Investment Advisors, Inc. 7.069 -0,17 2.136 1,33
2026-02-06 13F HighTower Advisors, LLC 337.484 -0,78 101.957 0,72
2025-11-14 13F Imprint Wealth LLC 0 -100,00 0 -100,00
2026-01-23 13F Galvin, Gaustad & Stein, LLC 930 0,00 281 1,45
2026-02-06 13F Fortis Group Advisors, LLC 13 0,00 4 0,00
2026-04-13 13F Trust Co 4.203 1,06 1.270 1,11
2026-01-07 13F Aventura Private Wealth, LLC 25 0,00 8 0,00
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-01-20 13F Family Legacy Financial Solutions, LLC 0 -100,00 0
2026-02-02 13F Holistic Planning, LLC 5.142 11,13 1.553 12,78
2026-04-16 13F McClarren Financial Advisors, Inc. 2.753 -22,21 832 0,24
2026-01-23 13F Carnegie Capital Asset Management, LLC 3.514 0,29 1.062 1,82
2026-04-24 13F UMA Financial Services, Inc. 9 3
2026-02-03 13F Milestone Asset Management Group, LLC 8.508 21,32 2.570 23,14
2026-02-06 13F Envestnet Portfolio Solutions, Inc. 2.435 8,41 736 10,03
2026-02-17 13F LaSalle St. Investment Advisors, LLC 1.748 -6,57 1
2026-02-23 13F Mv Capital Management, Inc. 136 0,00 41 10,81
2026-02-04 13F Heritage Wealth Management, Inc. /CA/ 8.214 7,02 2.482 8,63
2026-02-18 13F GWM Advisors LLC 109.694 -4,22 33.140 -2,78
2026-02-06 13F Vestmark Advisory Solutions, Inc. 849 256
2026-01-27 13F Fortis Capital Advisors, LLC 4.780 2,73 1.444 4,34
2026-02-23 13F Beaird Harris Wealth Management, LLC 41 0,00 12 0,00
2025-11-05 13F SPC Financial, Inc. 1.985 0,10 591 7,47
2026-04-13 13F Wolff Wiese Magana Llc 3 1
2026-04-13 13F Professional Financial Advisors, LLC 862 -27,13 260 -27,17
2026-04-24 13F United Community Bank 0 -100,00 0
2026-04-21 13F Sensible Money, LLC 1.394 0,00 421 0,00
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0 -100,00
2026-02-10 13F Texas Yale Capital Corp. 22.821 1,97 6.894 3,51
2026-01-26 13F Dynamic Financial Group 758 0,13 229 1,33
2026-01-21 13F Signature Resources Capital Management, LLC 45 50,00 14 62,50
2026-02-14 13F Howe & Rusling Inc 0 -100,00 0
2026-04-08 13F Gilman Hill Asset Management, LLC 0 -100,00 0
2026-02-04 13F Cascade Wealth Advisors, Inc 4.896 0,00 1.577 6,48
2026-02-10 13F Garde Capital, Inc. 40.640 -0,30 12.278 1,20
2026-02-03 13F McIlrath & Eck, LLC 173 0,00 52 1,96
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 671 0,00 203 0,00
2026-04-15 13F Curbstone Financial Management Corp 12.130 -3,27 3.666 -3,22
2026-04-24 13F SOL Capital Management CO 0 -100,00 0
2026-04-21 13F Refined Wealth Management 0 -100,00 0
2026-01-20 13F Aspiriant, Llc 4.683 4,23 1.415 5,76
2026-02-04 13F Hallmark Capital Management Inc 5.706 -4,68 1.724 -3,26
2026-04-21 13F Meridian Financial, LLC 5.227 -4,83 1.580 -4,82
2026-02-17 13F Strategic Investment Advisors / MI 27.825 16.561,68 8.412 5,41
2026-04-27 13F Taylor, Cottrill, Erickson & Associates, Inc. 4.807 -6,57 1.453 -6,56
2026-02-17 13F Quest Investment Management Llc 0 -100,00 0 -100,00
2026-04-27 13F HB Wealth Management, LLC 28.888 2,08 8.732 2,13
2026-02-12 13F Granite Investment Partners, LLC 823 249
2026-02-17 13F Ameriprise Financial Inc 413.813 3,20 125.010 4,75
2026-04-20 13F TFB Advisors LLC 4.353 -42,75 1.316 -42,73
2026-01-28 13F May Barnhard Investments LLC 17.853 1,40 5.394 2,94
2026-01-21 13F Elwood & Goetz Wealth Advisory Group, LLC 1.000 302
2026-02-13 13F Horizon Investment Services, LLC 808 0,00 244 1,67
2026-01-20 13F American National Bank 0 -100,00 0
2026-02-11 13F Strategic Advocates LLC 20 0,00 6 20,00
2026-02-11 13F LPL Financial LLC 909.819 1,11 274.865 2,63
2026-02-06 13F Csenge Advisory Group 2.088 3,11 631 4,65
2025-11-10 13F Dakota Wealth Management 0 -100,00 0 -100,00
2026-02-17 13F Asset Management Group, Inc. 59.347 -0,67 17.929 0,83
2025-10-28 13F American Capital Advisory, LLC 0 -100,00 0 -100,00
2025-11-05 13F Moloney Securities Asset Management, LLC 724 0,00 215 7,50
2026-02-12 13F Schneider Downs Wealth Management Advisors, LP 33.393 1,13 10.088 2,66
2026-02-13 13F Integrity Financial Corp /WA 4 0,00 1 0,00
2026-02-13 13F Gen-Wealth Partners Inc 392.425 11.209,08 1.453 40,70
2026-04-07 13F Central Pacific Bank - Trust Division 3 0,00 1
2026-01-29 13F Atlas Legacy Advisors, LLC 2.363 11,67 714 13,35
2026-02-03 13F Retirement Planning Group 3.830 -0,75 1.157 0,78
2026-02-09 13F White Lighthouse Investment Management Inc. 866 -1,81 262 -0,38
2026-04-09 13F Park Place Capital Corp 111 0,00 34 0,00
2026-01-28 13F Confluence Wealth Services, Inc. 817 -2,04 247 -0,81
2026-02-09 13F Coordinated Financial Services, Inc. 2.742 -0,33 828 1,22
2026-04-16 13F Kavar Capital Partners Group, Llc 1.351 408
2026-04-27 13F Sound Income Strategies, LLC 673 23,03 205 15,82
2026-01-28 13F WMG Financial Advisors, LLC 0 -100,00 0
2026-04-21 13F PDS Planning, Inc 1.091 0,00 330 0,00
2026-04-27 13F Western Reserve Capital Management, LLC 820 -1,91 248 -1,98
2026-04-16 13F Smith, Salley & Associates 720 0,00 218 0,00
2026-01-29 13F D.a. Davidson & Co. 30.456 5,99 9.201 7,59
2026-01-21 13F West Paces Advisors Inc. 36 11
2026-02-05 13F Western Wealth Management, LLC 10.682 -2,15 3.227 -0,68
2026-04-20 13F Fiduciary Alliance LLC 5.244 13,68 1.722 23,55
2026-04-14 13F Austin Wealth Management, LLC 0 -100,00 0
2026-01-29 13F Klingman & Associates, LLC 4.640 146,15 1.402 149,73
2026-04-15 13F Capital Advisory Group Advisory Services, LLC 0 -100,00 0
2026-04-23 13F Northstar Asset Management Llc 1.510 0,00 456 0,00
2026-04-15 13F Wolff Financial Management Llc 19.292 -2,72 5.831 -2,69
2026-02-14 13F Rockefeller Capital Management L.P. 325.500 -0,37 98.341 1,13
2026-02-17 13F Lazard Asset Management Llc 448 0,00 135 1,50
2026-04-20 13F Sowell Financial Services LLC 3.932 5,33 1.188 5,41
2026-04-17 13F Discipline Wealth Solutions, LLC 1.776 -10,71 537 -10,67
2026-02-03 13F Winch Advisory Services, LLC 18 0,00 5 0,00
2026-02-11 13F SlateStone Wealth, LLC 1.703 0,06 1
2026-02-05 13F Thrivent Financial For Lutherans 22.343 7
2026-02-17 13F Perennial Investment Advisors, LLC 2.353 -17,70 711 -16,35
2026-02-05 13F Mission Wealth Management, Lp 8.147 -2,58 2.461 -1,12
2026-04-27 13F Tennessee Valley Asset Management Partners 1.954 2,09 591 2,08
2026-02-06 13F Orin Green Financial, LLC 2.224 0,00 672 1,51
2026-02-04 13F Fourth Dimension Wealth, LLC 1.639 -0,91 495 0,61
2026-02-05 13F Pacific Sun Financial Corp 2.034 -1,45 614 0,00
2026-02-12 13F Renaissance Technologies Llc 7.760 2.344
2026-04-27 13F Wbh Advisory Inc 1.294 4,02 394 5,07
2026-04-23 13F Farmers & Merchants Investments Inc 773 63,42 234 64,08
2026-02-05 13F AlphaCore Capital LLC 4.387 56,96 1.325 59,25
2026-02-13 13F Pin Oak Investment Advisors Inc 31 0
2026-04-20 13F Ronald Blue Trust, Inc. 2.835 -17,23 857 -17,21
2026-04-27 13F Revisor Wealth Management LLC 2.885 6,81 872 -1,02
2026-01-08 13F Sound View Wealth Advisors Group, LLC 1.193 0,00 360 1,41
2026-04-01 13F Beacon Financial Group 688 0,00 208 1,47
2026-04-13 13F LexAurum Advisors, LLC 2.686 258,13 812 263,68
2026-02-17 13F Prosperity Consulting Group, LLC 3.748 -1,91 1.132 -0,44
2026-04-15 13F Riversedge Advisors, Llc 10.697 -4,31 3.233 -4,26
2026-04-27 13F PFG Investments, LLC 1.264 0,80 382 1,06
2026-01-29 13F Elevated Financial Group LLC 6.866 2.074
2026-02-05 13F WealthPlan Investment Management, LLC 1.229 -1,05 371 0,54
2026-04-24 13F Argent Advisors, Inc. 830 0,00 251 0,00
2026-04-17 13F HHM Wealth Advisors, LLC 40 0,00 12 0,00
2026-04-17 13F Stewardship Advisors, LLC 1.252 13,00 378 13,17
2026-02-09 13F Fidelis Capital Partners, LLC 1.776 0,06 537 1,52
2026-04-27 13F Mustard Seed Financial, LLC 8.307 3,69 2.511 3,72
2026-04-22 13F Investment Advisory Group, LLC 694 -14,11 210 -14,34
2026-02-13 13F J Hagan Capital, Inc. 0 -100,00 0
2026-02-11 13F Zions Bancorporation, National Association /ut/ 1.305 1,56 394 3,14
2026-02-17 13F NorthRock Partners, LLC 1.754 36,39 530 38,74
2026-02-11 13F TCTC Holdings, LLC 321 0,00 97 2,11
2026-02-18 13F Financial Advisory Service, Inc. 9.116 -0,92 2.754 0,55
2026-04-08 13F Wisconsin Wealth Advisors, LLC 2.776 1,72 839 1,82
2026-01-30 13F Citizens Financial Group Inc/ri 7.116 5,03 2.150 6,44
2026-04-09 13F McNamara Financial Services, Inc. 2.262 -4,80 684 -4,74
2026-01-22 13F Systelligence, LLC 0 -100,00 0
2026-04-13 13F Winthrop Advisory Group LLC 910 0,00 275 0,00
2026-02-05 13F Center for Financial Planning, Inc. 10.858 -2,49 3.280 -1,00
2026-04-20 13F Jfs Wealth Advisors, Llc 4.495 0,16 1.359 0,22
2026-04-10 13F RTD Financial Advisors, Inc. 13.868 -1,48 4.192 -1,43
2026-02-13 13F Apriem Advisors 5.375 5,25 1.624 6,78
2026-04-14 13F Compton Wealth Advisory Group, LLC 5.378 0,00 1.639 0,92
2026-04-17 13F Webster Bank, N. A. 85 0,00 26 0,00
2026-04-23 13F Bell Bank 2.181 0,55 659 0,61
2026-03-23 13F J. Derek Lewis & Associates Inc. 1.478 447
2026-02-13 13F Financial Freedom, LLC 1.875 0,05 566 1,62
2026-02-17 13F Cetera Investment Advisers 483.210 4,80 145.983 6,38
2026-04-07 13F First Financial Corp /in/ 1.650 -2,54 499 -2,54
2026-04-09 13F Thrive Wealth Management, LLC 1.134 -8,25 343 -8,31
2026-04-17 13F Kentucky Trust Co 8 0,00 2 0,00
2026-04-20 13F Hoxton Planning & Management, LLC 1.085 -8,28 328 -8,40
2026-04-21 13F Alpine Bank Wealth Management 11.614 0,00 3.510 0,06
2026-02-03 13F Orion Capital Management LLC 379 0,00 114 1,79
2026-02-10 13F MidAtlantic Capital Management, Inc. 3.840 0,00 1.160 1,58
2026-04-08 13F Capital Advisors Wealth Management, LLC 8.808 -2,95 2.662 -2,88
2026-04-08 13F Accel Wealth Management 14.774 22,90 4.465 22,97
2026-04-15 13F Fluent Financial, LLC 12.311 0,97 3.969 7,74
2026-04-27 13F Evolution Wealth Management Inc. 24 0,00 7 0,00
2026-02-05 13F Avantax Planning Partners, Inc. 51.022 -6,53 15.414 -5,12
2026-04-20 13F Kestra Private Wealth Services, Llc 14.324 -0,37 4.330 -0,32
2026-01-14 13F ORG Partners LLC 404 -3,81 122 -2,40
2026-04-08 13F Sax Wealth Advisors, Llc 5.652 -3,29 1.708 -3,29
2026-04-20 13F Provenance Wealth Advisors, LLC 20 0,00 6 0,00
2026-01-23 13F Steigerwald, Gordon & Koch Inc. 727 0,00 220 1,39
2026-04-21 13F Nabity-Jensen Investment Management Inc 14.116 0,27 4.267 0,31
2026-04-20 13F Brian Low Financial Group, Llc 846 -11,51 256 -11,46
2026-01-08 13F MKT Advisors LLC 0 -100,00 0
2026-02-11 13F Buckingham Strategic Partners 31.654 4,21 9.563 5,74
2026-01-27 13F Dravo Bay Llc 4.740 1,00 1.432 2,58
2026-02-17 13F Snowden Capital Advisors LLC 5.868 17,67 1.773 19,25
2026-04-20 13F Verus Financial Partners, Inc. 1.217 0,00 401 2,56
2026-01-14 13F Enclave Advisors LLC 0 -100,00 0
2026-02-12 13F Brown Brothers Harriman & Co 1.150 0,00 347 1,46
2026-01-23 13F G2 Capital Management, Llc / Oh 791 -31,75 239 -30,81
2026-02-02 13F Partners in Financial Planning 66.046 -0,44 19.953 1,06
2026-04-08 13F M.e. Allison & Co., Inc. 1.089 0,00 329 0,30
2026-04-24 13F Vision Capital Management, Inc. 86.956 -6,24 26.282 -6,20
2026-04-09 13F Key Client Fiduciary Advisors, LLC 1.753 0,11 530 0,19
2026-02-13 13F Ausdal Financial Partners, Inc. 5.611 -8,50 1.695 -7,18
2026-02-13 13F Neuberger Berman Group LLC 802 0,00 242 1,68
2026-04-08 13F Winter & Associates, Inc. 0 -100,00 0
2026-01-14 13F Worth Asset Management, LLC 0 -100,00 0
2026-02-03 13F Manning & Napier Advisors Llc 60 0,00 18 5,88
2026-02-05 13F Cambridge Investment Research Advisors, Inc. 76.212 -0,25 23 4,55
2026-02-13 13F Saxon Interests, Inc. 923 0,00 279 2,96
2026-02-18 13F Veratis Advisors, Inc. 708 222
2026-02-09 13F Cary Street Partners Financial Llc 26.516 2,48 8.011 4,03
2026-01-16 13F Oldfather Financial Services, LLC 1.937 -3,73 585 -2,17
2026-02-10 13F Cherry Tree Wealth Management, LLC 88 0,00 27 0,00
2026-02-06 13F Axxcess Wealth Management, Llc 13.635 415,11 4.119 423,38
2026-02-03 13F Crestwood Advisors Group LLC 14.113 3,54 4.264 5,10
2026-02-04 13F Nwam Llc 1.735 3,46 541 7,34
2026-02-10 13F Foundations Investment Advisors, LLC 3.366 3,28 1.017 4,95
2026-04-21 13F Merkkuri Wealth Advisors LLC 1 0
2026-04-09 13F Diversified Management Inc 2.474 0,61 748 0,67
2026-01-21 13F Raleigh Capital Management Inc. 0 -100,00 0
2026-01-27 13F PFG Advisors 4.168 -19,04 1.259 -17,82
2025-11-14 13F Financial Advisors Network, Inc. 20.194 6,56 6.010 14,52
2026-04-24 13F Smithbridge Asset Management Inc/de 1.222 -50,04 369 -50,00
2026-02-11 13F United Financial Planning Group LLC 21 6
2026-04-16 13F Ironwood Financial, llc 4.949 4,08 1.496 -2,29
2026-02-13 13F Ally Invest Advisors Inc. 13.473 2,58 4.070 4,15
2026-04-13 13F Gill Capital Partners, Llc 200 61
2026-01-28 13F Chicago Partners Investment Group LLC 17.761 -0,65 5.748 4,87
2026-04-20 13F City State Bank 210 0,00 63 0,00
2026-02-17 13F First Manhattan Co 0 -100,00 0
2026-02-13 13F Visionary Wealth Advisors 8.288 31,01 2.504 33,00
2026-04-13 13F IFP Advisors, Inc 50.303 9,48 15.204 9,53
2026-01-06 13F Clark Financial Services Group Inc /bd 1.820 -67,24 567 -65,70
2026-02-12 13F Waters Parkerson & Co., Llc 899 272
2026-04-09 13F DHJJ Financial Advisors, Ltd. 45 0,00 14 0,00
2026-04-24 13F Gilliland Jeter Wealth Management LLC 2.490 0,08 753 0,13
2026-02-06 13F GPS Wealth Strategies Group, LLC 258 -91,88 78 -91,85
2026-04-08 13F WealthCare Investment Partners, LLC 3.296 -0,63 1.019 0,10
2026-02-12 13F Geneva Capital Management Llc 5.515 1.666
2026-04-21 13F Old National Bancorp /in/ 29.423 17,72 8.893 17,77
2026-02-09 13F Goodwin Investment Advisory 2.424 -9,55 732 -8,16
2026-04-24 13F RKL Wealth Management LLC 1.794 -0,50 542 -0,37
2026-02-06 13F Northwest Wealth Advisors, LLC 2.096 633
2026-02-13 13F Cozad Asset Management Inc 2.513 0,12 759 1,61
2026-02-09 13F New Age Alpha Advisors, LLC 811 63,51 245 66,67
2026-02-13 13F Integrated Wealth Concepts LLC 4.154 -48,38 1.255 -47,62
2026-04-16 13F Kure Advisory, LLC 4.140 2,65 1.251 2,71
2026-01-26 13F American Wealth Advisors, LLC 10 0,00 3 0,00
2026-02-10 13F Ritter Daniher Financial Advisory LLC / DE 584 176
2026-02-10 13F Marshall & Sterling Wealth Advisors Inc. 62 -1,59 19 0,00
2026-03-04 13F SHP Wealth Management 47 14
2026-02-05 13F Sherman Asset Management, Inc. 130 0,00 39 2,63
2025-11-04 13F Pineridge Advisors LLC 17 0,00 5 25,00
2026-02-17 13F Strive Financial Group ,LLC 1.298 392
2026-02-17 13F Trustmark National Bank Trust Department 9.963 -0,73 3.010 0,77
2026-02-17 13F Creative Planning 122.201 0,07 36.918 1,58
2026-04-21 13F Tritonpoint Wealth, Llc 4.989 -1,01 1.508 -0,99
2026-04-23 13F Farmers & Merchants Trust Co of Chambersburg PA 30.498 0,00 9 0,00
2026-04-27 13F River's Edge Wealth Management, Llc 3.986 4,76 1.336 11,44
2026-02-05 13F Unconventional Investor, LLC 1.696 0,18 512 1,79
2026-04-27 13F Mount Yale Investment Advisors, LLC 9.609 1.031,80 2.904 1.034,38
2026-04-16 13F Quotient Wealth Partners, LLC 3.576 -0,17 1.081 -0,18
2026-02-11 13F Lowe Brockenbrough & Co Inc 47 14
2026-01-28 13F SilverOak Wealth Management LLC 11.795 0,00 3.563 1,51
2026-02-17 13F Pennington Partners & Co., Llc 864 261
2026-04-13 13F Salem Investment Counselors Inc 1.281 1,59 387 1,84
2026-04-20 13F Tranquility Partners, LLC 5.946 5,76 1.797 5,83
2026-04-14 13F Arvest Investments, Inc. 29.536 -0,39 8.927 -0,35
2026-02-17 13F Cape Investment Advisory, Inc. 239 143,88 72 148,28
2025-11-12 13F Park Square Financial Group, LLC 0 -100,00 0
2026-02-13 13F TritonPoint Partners, LLC 769 232
2026-04-08 13F Asempa Wealth Advisors 1.502 0,00 458 0,88
2026-02-10 13F Savant Capital, LLC 35.931 -53,26 10.855 -52,56
2026-02-19 13F Jacobs Equity LLC 5.259 1.589
2026-02-23 13F Kera Capital Partners, Inc. 0 -100,00 0
2026-02-18 13F Crusonia Wealth Advisors LLC 916 277
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 1.272 -13,17 384 -13,12
2026-02-06 13F BOK Financial Private Wealth, Inc. 120 0,00 36 2,86
2026-02-11 13F O'shaughnessy Asset Management, Llc 7.381 1,71 2.230 3,24
2026-04-14 13F Juncture Wealth Strategies, Llc 6.970 -0,09 2.107 -0,05
2026-02-11 13F Franklin Resources Inc 383 -3,28 116 -1,71
2026-01-22 13F True North Advisors, LLC 3.810 1.151
2026-01-26 13F Northwest Financial Advisors 0 -100,00 0
2026-01-27 13F Probity Advisors, Inc. 13.121 -1,45 3.964 0,03
2025-11-13 13F Total Investment Management Inc 0 -100,00 0
2026-02-13 13F Citigroup Inc 11.475 -25,14 3.467 -24,02
2026-02-09 13F Wealthquest Corp 740 224
2026-02-12 13F Quadrant Capital Group Llc 1.370 83,16 414 86,04
2026-02-10 13F Bnp Paribas Arbitrage, Sa 528 5,81 160 7,43
2026-02-10 13F Bank of New York Mellon Corp 17.474 11,93 5.279 13,62
2025-11-13 13F Blueshift Asset Management, LLC 0 -100,00 0
2026-02-17 13F Covington Investment Advisors Inc. 10.462 54,74 1 -50,00
2026-02-03 13F Channel Wealth Llc 715 -0,56 216 1,41
2026-02-13 13F Mariner, LLC 211.206 0,85 63.807 2,38
2026-02-13 13F Jacobi Capital Management LLC 1.743 0,17 527 1,74
2026-04-20 13F Kennicott Capital Management Llc 2.454 -9,21 742 -9,19
2026-04-13 13F Gradient Investments LLC 0 -100,00 0
2026-04-24 13F APCM Wealth Management for Individuals 0 -100,00 0
2026-02-04 13F Bailard, Inc. 0 -100,00 0
2026-03-04 13F AG Campbell Advisory, LLC 728 220
2026-02-13 13F Mosaic Family Wealth Partners, Llc 0 -100,00 0
2026-02-17 13F Laird Norton Trust Company, Llc 4.234 1.279
2026-02-12 13F Jane Street Group, Llc Put 0 -100,00 0 -100,00
2026-02-05 13F Stonebridge Financial Planning Group, LLC 2.965 0,03 896 1,47
2026-01-27 13F First Horizon Corp 13.465 8,95 4.068 10,58
2026-04-03 13F Waller Financial Planning Group, Inc 1.975 -4,45 597 -4,33
2026-01-29 13F Bravias Capital Group, LLC 1.499 0,07 453 1,57
2026-02-13 13F Kestra Advisory Services, LLC 0 -100,00 0
2026-02-12 13F Kovack Advisors, Inc. 3.674 140,60 475 4,63
2026-04-22 13F Caldwell Trust Co 1.602 0,44 484 0,62
2026-04-22 13F SFG Wealth Management, LLC. 0 -100,00 0
2026-02-10 13F Crescent Grove Advisors, LLC 1.109 -0,72 335 0,60
2026-02-05 13F Thayer Partners, LLC / MA 1.443 436
2026-02-13 13F Wells Fargo & Company/mn 897.144 2,81 271.036 4,36
2026-04-21 13F Creekside Partners 7.035 -3,76 2.126 -3,71
2026-04-22 13F Horizon Bancorp Inc /in/ 254 -18,85 0
2026-04-13 13F/A Sunburst Financial Group, LLC 3.908 0,00 1.181 0,08
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 996 0,00 301 0,33
2026-02-10 13F Wrenne Financial Planning LLC 3.302 -0,90 998 0,61
2026-02-11 13F Modus Advisors, LLC 202 61
2026-04-08 13F Aurelius Family Office LLC 10.451 2,55 3.159 -0,50
2026-04-22 13F Pinnacle Bancorp, Inc. 1.578 6,05 477 6,24
2026-02-13 13F Wealth Alliance 5.478 -8,12 1.655 -6,76
2026-02-02 13F Millstone Evans Group, LLC 385 35,09 116 38,10
2026-04-09 13F Everhart Financial Group, Inc. 24.933 8,19 7.536 8,24
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 18.694 -4,13 5.650 -4,07
2026-04-17 13F BCS Wealth Management 2.939 -50,64 888 -50,61
2026-02-17 13F Mercer Global Advisors Inc /adv 37.729 -3,04 11.399 -1,57
2026-02-13 13F Arete Wealth Advisors, LLC 3.615 -2,19 1 0,00
2026-04-20 13F Eagle Strategies LLC 2.688 -0,19 812 -0,12
2025-10-28 13F/A Kingstone Capital Partners Texas, LLC 0 -100,00 0 -100,00
2026-04-08 13F Stephens Group Asset Management, Llc 149.329 26,71 45.135 26,76
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-01-22 13F Harwood Advisory Group, LLC 107 25,88 32 28,00
2026-02-17 13F Captrust Financial Advisors 48.040 2,88 14.513 4,43
2026-02-11 13F Parallel Advisors, LLC 6.901 -2,54 2.085 -1,09
2026-04-17 13F Tectonic Advisors Llc 788 4,10 238 4,39
2026-02-12 13F Financial Engines Advisors L.L.C. 14.967 -2,79 4.522 -1,33
2026-01-21 13F Modera Wealth Management, LLC 51.135 -12,39 15.448 -11,07
2026-04-20 13F Tower View Investment Management & Research LLC 9.973 1,73 3.014 1,79
2026-04-08 13F Towerpoint Wealth, LLC 29.248 -0,04 8.840 0,01
2026-02-09 13F St. Louis Trust Co 4.058 0,00 1.226 1,49
2026-02-13 13F Cornerstone Financial Management LLC 510 154
2026-02-13 13F 1832 Asset Management L.P. 212.233 0,76 64.118 2,27
2025-11-14 13F Jane Street Group, Llc 0 -100,00 0 -100,00
2026-04-20 13F GSB Wealth Management, LLC 4.117 -0,05 1.244 0,00
2026-01-28 13F N.E.W. Advisory Services LLC 788 11,77 238 13,88
2026-04-24 13F Essex Financial Services, Inc. 1.176 -2,33 355 -2,20
2026-04-23 13F Spinnaker Trust 1.445 0,00 437 0,00
2026-02-17 13F Fairscale Capital, LLC 581 2,29 176 3,55
2026-04-07 13F Farther Finance Advisors, LLC 8.271 12,39 2.521 13,41
2026-01-20 13F Stratos Wealth Partners, LTD. 19.190 -0,02 5.797 1,49
2026-02-12 13F BlackRock, Inc. 4.568 79,42 1.380 82,17
2026-02-13 13F First National Bank Of Omaha 4.815 1.469
2026-02-17 13F Jones Financial Companies Lllp 515.197 -8,39 155.646 -7,18
2026-01-26 13F McGuire Investment Group, LLC 1.792 -1,21 541 0,37
2026-02-13 13F Baird Financial Group, Inc. 38.423 -3,29 11.608 -1,84
2026-02-17 13F Cdkv Holdings Llc 5 2
2026-02-12 13F Triumph Capital Management 35 0,00 11 0,00
2026-04-22 13F Spire Wealth Management 1.025 -0,97 310 -0,96
2026-04-23 13F Accurate Wealth Management, LLC 0 -100,00 0
2025-11-06 13F Whipplewood Advisors, LLC 0 -100,00 0 -100,00
2026-02-04 13F MONECO Advisors, LLC 6.952 -1,24 2.100 0,24
2026-02-06 13F L.K. Benson & Company, P.C. 0 -100,00 0
2026-04-22 13F Bay Capital Advisors, LLC 2.832 -12,35 856 -12,40
2026-02-17 13F North Capital, Inc. 0 -100,00 0
2026-02-17 13F Green Harvest Asset Management LLC 763 -40,58 231 -39,79
2026-04-17 13F Fifth Third Wealth Advisors LLC 1.534 21,46 464 21,52
2026-02-17 13F Pinnacle Financial Partners, Inc. 6.263 1.896
2026-04-23 13F McMillan Office, Inc. 4.174 -3,47 1.262 -3,45
2026-02-05 13F IMG Wealth Management, Inc. 95 0,00 29 0,00
2026-04-16 13F Everstar Asset Management, LLC 1.803 -14,67 545 -14,73
2026-01-09 13F 180 Wealth Advisors, Llc 672 -0,74 203 0,50
2026-01-23 13F Rsm Us Wealth Management Llc 523.404 2,58 159.696 5,01
2026-04-13 13F Cyndeo Wealth Partners, LLC 4.102 -1,30 1.240 -1,27
2026-04-21 13F First United Bank Trust/ 3.945 11,60 1.192 11,72
2026-04-16 13F Brookstone Capital Management 10.372 16,81 3.135 16,85
2026-01-21 13F Jmac Enterprises Llc 35.916 1,81 10.851 3,33
2026-01-28 13F O'ROURKE & COMPANY, Inc 2.397 0,13 724 1,69
2026-04-16 13F Capital Investment Advisors, LLC 1.604 28,63 485 28,72
2026-04-16 13F Phillips Financial Management, Llc 214 -38,68 65 -39,05
2026-04-24 13F Keybank National Association/oh 3.268 -0,73 988 -0,70
2026-01-26 13F Whittier Trust Co Of Nevada Inc 232 0,00 74 4,29
2026-01-27 13F Compass Financial Group, INC/SD 2.717 -0,88 821 0,61
2026-02-17 13F Capital Insight Partners, Llc 810 245
2026-04-27 13F Jamison Private Wealth Management, Inc. 1.552 2,99 469 2,86
2026-04-16 13F GEN Financial Management, INC. 2.912 0,10 880 0,23
2026-02-10 13F Houlihan Financial Resource Group, Ltd. 2.277 131,17 698 137,88
2026-02-05 13F Elyxium Wealth, LLC 315 95
2026-04-13 13F St Germain D J Co Inc 24 0,00 7 0,00
2026-04-20 13F Apella Capital, LLC 10.877 116,93 3.653 141,22
2026-02-12 13F Investor's Fiduciary Advisor Network, LLC 2.158 1
2026-04-02 13F Hilltop National Bank 12.730 3,21 3.848 3,25
2026-04-27 13F Meramec Financial Planners, LLC 21.547 -4,70 7.285 1,85
2026-04-24 13F My Purposeful Wealth Corp. 4.102 18,52 1.240 18,56
2026-02-17 13F Ameriflex Group, Inc. 550 -39,43 166 -38,52
2026-04-21 13F Mesirow Financial Investment Management, Inc. 930 36,76 281 37,07
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 2.774 838
2026-01-23 13F Keener Financial Planning LLC 0 -100,00 0
2026-02-10 13F Natixis Advisors, L.p. 81.622 -3,55 25 -4,00
2026-01-27 13F Proffitt & Goodson Inc 516 -15,27 156 -14,36
2026-04-17 13F Richards, Merrill & Peterson, Inc. 371 0,00 112 0,00
2026-04-13 13F Amplius Wealth Advisors, LLC 1.559 0,00 471 0,00
2026-02-13 13F Destination Wealth Management 1.355 83,60 409 86,76
2026-01-29 13F Comerica Bank 94.403 2,68 28.520 4,23
2026-02-23 13F Monetary Solutions, Ltd 2.026 612
2026-02-12 13F Callan Family Office, LLC 1.914 578
2025-11-17 13F FSA Wealth Management LLC 236 70
2026-04-16 13F Park National Corp /oh/ 8.311 2.512
2026-02-05 13F Soltis Investment Advisors LLC 0 -100,00 0
2026-04-15 13F Stanich Group LLC 4.379 -1,57 1.324 -1,64
2026-01-23 13F Cove Private Wealth, LLC 759 0,00 229 1,78
2026-04-15 13F Parsons Capital Management Inc/ri 842 0,00 254 0,00
2026-01-23 13F Ti-trust, Inc 899 0,00 272 1,50
2026-01-22 13F Bartlett & Co. Wealth Management Llc 33.919 -3,47 10.247 -2,06
2026-04-02 13F Cassady Wealth & Retirement Planning, LLC 2.146 648
2026-01-29 13F Verdence Capital Advisors LLC 17.901 -2,63 5.408 -4,91
2026-02-10 13F Greenspring Advisors, LLC 1.755 530
2026-02-03 13F Legacy Wealth Managment, LLC/ID 357 981,82 108 1.088,89
2026-04-24 13F Medallion Wealth Advisors, LLC 304 0,00 92 0,00
2026-02-06 13F New Millennium Group LLC 491 -1,60 148 0,00
2026-02-10 13F Lido Advisors, LLC 4.674 -11,93 1.401 -11,45
2026-04-27 13F 4wealth Advisors, Inc. 3.153 0,19 913 -4,00
2026-01-27 13F Institute for Wealth Management, LLC. 16.589 28,93 5.012 30,87
2026-02-11 13F Insight Advisors, LLC/ PA 7.370 -0,14 2.227 1,37
2025-11-14 13F Hrt Financial Lp 0 -100,00 0 -100,00
2026-04-23 13F Cornerstone Wealth Management, LLC 11.290 -0,32 3.412 -0,26
2026-01-23 13F Nbt Bank N A /ny 347 1,17 84 0,00
2026-02-12 13F Moneta Group Investment Advisors Llc 506.845 0,13 153.123 1,64
2026-02-13 13F Smartleaf Asset Management LLC 12.981 393,57 3.961 405,10
2025-11-18 13F Apexium Financial, Lp 866 4,34 258 12,23
2026-02-05 13F Disciplined Investments, LLC 9.205 -3,63 2.781 -2,18
2026-02-12 13F Advisory Resource Group 857 24,93 259 26,47
2026-01-09 13F Carr Financial Group Corp 0 -100,00 0
2026-04-15 13F Cypress Financial Planning Llc 0 -100,00 0
2026-01-20 13F Sovran Advisors, LLC 8.158 -8,60 2.647 -1,34
2026-02-13 13F Colony Group, LLC 227.911 0,75 68.441 1,64
2026-02-09 13F Integrity Advisory Solutions, LLC 913 13,56 276 15,06
2026-04-17 13F Atlas Brown,Inc. 715 0,00 216 0,00
2026-02-18 13F Adventist Health System/ West 38.149 0,00 11.525 1,52
2026-02-09 13F Leavell Investment Management, Inc. 6.480 2,08 1.958 3,44
2026-04-09 13F Noble Family Wealth, LLC 8.878 -1,22 2.683 -1,18
2026-02-03 13F Lmcg Investments, Llc 51.020 13,91 15.414 15,64
2026-04-14 13F Regent Peak Wealth Advisors LLC 1.271 -1,85 384 -1,79
2026-02-09 13F Kingsview Wealth Management, LLC 7.518 3,34 2.271 4,90
2026-02-12 13F Cutler Investment Counsel Llc 1.318 0,92 398 2,31
2026-01-08 13F Gryphon Financial Partners LLC 3.118 0,23 942 1,73
2026-02-13 13F Orleans Capital Management Corp/la 1.600 45,45 483 47,71
2026-02-11 13F Cerity Partners LLC 38.025 -1,77 11.488 -0,29
2026-04-08 13F Legacy Wealth Asset Management, LLC 0 -100,00 0
2026-04-03 13F Global Wealth Strategies & Associates 97 0,00 29 0,00
2026-02-05 13F Pinnacle Financial Group, LLC / IL 5.702 2,20 1.723 3,73
2026-04-21 13F Northern Lights Advisors, Inc. 10.341 1,47 3.126 1,53
2026-02-09 13F Choate Investment Advisors 2.224 0,00 672 1,51
2026-02-13 13F South Plains Financial, Inc. 49 15
2026-04-17 13F United Advisor Group, LLC 1.990 10,86 601 10,89
2026-04-22 13F Ifrah Financial Services, Inc. 23.495 -3,03 7.101 -2,98
2026-04-17 13F Integrated Capital Management, LLC 2.187 -1,17 661 -1,05
2026-04-08 13F Evanson Asset Management, LLC 1.180 -1,67 357 -1,66
2026-02-10 13F Madison Wealth Partners, Inc 686 207
2026-04-15 13F City Holding Co 4.134 -1,55 1.249 -1,50
2026-04-14 13F Nbc Securities, Inc. 214 19,55 65 18,52
2026-02-03 13F Ponta Wealth Partners, LLC 877 265
2026-02-17 13F Matrix Private Capital Group Llc 146 2,82 44 4,76
2026-01-26 13F Shelton Wealth Management, Llc 8.746 -2,48 2.642 -0,97
2026-01-29 13F ProVise Management Group, LLC 1.887 0,00 570 1,60
2026-04-16 13F Diversified Trust Co 3.772 -7,09 1.140 -7,01
2026-01-29 13F MWA Asset Management 1.547 -2,03 467 -0,64
2026-02-17 13F Clark Capital Management Group, Inc. 1.096 331
2026-04-10 13F Waldron Private Wealth LLC 103.182 -11,48 31.187 -11,43
2026-02-11 13F Simplex Trading, Llc 89 27
2025-11-04 13F Guerra Advisors Inc 0 0
2026-02-03 13F Garner Asset Management Corp 39 12
2026-01-21 13F Martel Wealth Advisors Inc 13.568 -2,04 4.099 -0,56
2026-04-14 13F American State Bank (Iowa) 0 -100,00 0
2026-02-03 13F Ballentine Partners, LLC 2.784 2,77 841 4,34
2026-02-17 13F Equitable Holdings, Inc. 13.981 20,07 4.224 21,88
2026-04-22 13F SC&H Financial Advisors, Inc. 772 0,00 233 0,00
2026-02-17 13F Cresset Asset Management, LLC 83.410 0,88 25.199 2,25
2026-02-05 13F Allworth Financial LP 5.648 -5,54 1.706 -4,10
2026-02-13 13F Nicolet Advisory Services, Llc 1.228 -18,89 395 -13,38
2026-02-02 13F Pittenger & Anderson Inc 217 0,00 66 1,56
2026-02-20 13F Sunbelt Securities, Inc. 443 2,55 134 3,91
2026-04-16 13F Clark Asset Management, LLC 1.302 0,08 394 0,00
2026-02-13 13F Sei Investments Co 969.157 2,02 292.784 3,56
2026-02-17 13F NCP Inc. 2.093 1,70 632 3,27
2026-02-13 13F Transamerica Financial Advisors, Inc. 14.111 4.263
2026-02-13 13F LGT Financial Advisors LLC 0 -100,00 0
2026-04-16 13F Waystone Advisors Llc 3.532 1,73 1.068 1,81
2026-02-13 13F Charles Schwab Investment Management Inc 100.438 -4,40 30.343 -2,96
2026-02-17 13F Stark Wealth Management LLC 12.061 3.378
2026-04-21 13F Laurel Oak Wealth Management, Llc 3.928 -9,53 1.187 -9,46
2026-02-12 13F Bradley Foster & Sargent Inc/ct 14.335 -8,41 4.331 -7,04
2026-04-15 13F Sightline Wealth Advisors, LLC 2.367 -34,67 715 -34,64
2026-02-13 13F Parkside Financial Bank & Trust 8.442 13,27 2.550 14,97
2026-04-23 13F Global Trust Asset Management, LLC 428 -10,46 129 -10,42
2026-02-02 13F Headinvest, Llc 940 0,00 284 1,43
2026-04-21 13F Strategic Equity Management 0 -100,00 0
2026-02-11 13F Truepoint, Inc. 4.081 1,95 1.233 3,44
2026-01-30 13F Valued Wealth Advisors LLC 225 0,00 68 1,49
2026-02-13 13F Ubs Asset Management Americas Inc 2.102 635
2026-04-20 13F Morton Brown Family Wealth, LLC 38 0,00 11 0,00
2026-04-20 13F BTC Capital Management, Inc. 6.780 -9,53 2.050 -9,46
2026-02-05 13F Passumpsic Savings Bank 3.217 20,22 972 29,64
2026-04-13 13F Highland Capital Management, Llc 19.773 -37,56 5.976 -37,53
2026-02-13 13F Battery Global Advisors, LLC 0 -100,00 0
2026-02-17 13F Regal Investment Advisors LLC 4.040 -1,54 1.221 -0,08
2026-02-11 13F Greykasell Wealth Strategies, Inc. 58 18
2026-02-10 13F Thoroughbred Financial Services, Llc 1.684 7,74 1
2026-04-07 13F Eastern Bank 123 -38,50 37 -38,33
2026-04-23 13F Oppenheimer & Co Inc 4.808 32,34 1.453 32,45
2026-01-23 13F Financial Connections Group, Inc. 5.718 0,00 2 0,00
2026-04-24 13F ERn Financial, LLC 3.299 -3,26 997 -3,20
2026-01-30 13F Catalytic Wealth RIA, LLC 6.202 3,64 1.874 5,22
2026-02-17 13F Bank Of America Corp /de/ 10.257.972 2,69 3.099.036 4,24
2025-10-28 13F Pinnacle Financial Partners Inc 22.012 1,12 6.551 8,68
2026-01-16 13F Trust Co Of Vermont 462 93,31 140 95,77
2026-02-04 13F Dynamic Wealth Strategies, LLC 20 0,00 6 20,00
2026-04-13 13F Mather Group, Llc. 603.872 0,09 182.520 0,14
2026-04-14 13F FC Advisory LLC 42.420 1,39 12.821 1,44
2026-02-04 13F Strategic Family Wealth Counselors, L.L.C. 3.594 26,02 1.154 35,97
2026-04-22 13F Midwest Financial Group LLC 0 -100,00 0
2026-01-21 13F Crews Bank & Trust 458 138
2026-01-07 13F Procyon Private Wealth Partners, LLC 2.313 2,03 699 3,56
2026-02-03 13F Capstone Triton Financial Group, LLC 0 -100,00 0
2026-02-06 13F VSM Wealth Advisory, LLC 902 137,37 273 140,71
2026-02-11 13F Paces Ferry Wealth Advisors, Llc 10.700 4,83 3.233 6,42
2026-01-30 13F WoodTrust Financial Corp 2.102 8,07 1
2026-04-23 13F Blackston Financial Advisory Group, LLC 684 -9,40 207 -9,65
2026-04-14 13F BSW Wealth Partners 2.871 -13,39 868 -13,39
2026-04-20 13F Davis Investment Partners, LLC 1.326 0,00 401 -1,72
2026-02-11 13F Walter & Keenan Financial Consulting Co /mi/ /adv 6.326 0,09 1.911 1,59
2026-02-10 13F Transatlantique Private Wealth Llc 4.733 13,47 1.430 15,15
2026-02-12 13F Richmond Investment Services, LLC 2.148 -20,39 649 -19,30
2026-01-20 13F Wall Street Access Asset Management, LLC 70 0,00 21 5,00
2026-02-11 13F TruNorth Capital Management, LLC 0 -100,00 0
2026-02-06 13F Tortoise Investment Management, LLC 0 -100,00 0
2026-02-04 13F Fusion Capital, LLC 2.308 5,29 697 4,81
2026-02-06 13F Wrapmanager Inc 1.020 -20,00 308 -18,73
2026-02-12 13F Sand Hill Global Advisors, LLC 306.241 0,17 92.518 1,68
2026-03-12 13F Nalls Sherbakoff Group, Llc 2.700 -6,80 816 16,43
2026-01-28 13F Financial Perspectives, Inc 1.008 0,20 305 1,67
2026-01-16 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 14.196 -0,37 4.289 1,13
2026-04-16 13F Tactive Advisors, LLC 1.500 0,33 453 0,44
2026-03-19 13F Painted Porch Advisors LLC 0 -100,00 0
2026-02-02 13F Payne Capital Management, LLC 45.291 2,86 13.683 4,41
2026-02-12 13F Bank of Jackson Hole Trust 0 -100,00 0
2026-04-23 13F TFC Financial Management 766 3,10 231 3,13
2026-02-13 13F Heritage Wealth Advisors 60 0,00 18 5,88
2026-01-22 13F Richardson Financial Services Inc. 6.355 -5,77 2.359 17,49
2026-02-04 13F Cannon Financial Strategists, Inc. 781 0,00 236 1,29
2026-02-12 13F Principal Securities, Inc. 2.858 7,24 864 8,83
2026-04-07 13F Park Avenue Securities Llc 4.535 -6,09 1 0,00
2026-02-03 13F American Financial Advisors, LLC 120.944 -5,24 36.538 -3,81
2026-04-15 13F Archford Capital Strategies, LLC 6.093 -21,71 1.842 -21,69
2026-02-13 13F River Wealth Advisors LLC 7.860 -0,91 2.375 0,59
2026-02-12 13F Empower Advisory Group, LLC 3.176 6,29 960 7,87
2026-02-13 13F Sofos Investments, Inc. 106 0,00 32 3,23
2026-01-22 13F K2 Financial Inc. 1.730 2,55 548 7,66
2026-02-12 13F Adviser Investments LLC 352.451 -3,70 106.479 -2,25
2026-04-16 13F Genesis Private Wealth, Llc 1.935 0,00 585 0,00
2026-04-21 13F River Street Advisors LLC 2.112 638
2026-02-10 13F Florida Financial Advisors, Llc 1.411 -7,35 427 -5,96
2026-02-06 13F Pnc Financial Services Group, Inc. 694.339 1,52 209.767 3,05
2026-04-17 13F Provident Wealth Management, LLC 1.620 0,00 490 0,00
2026-04-14 13F Cdm Financial Counseling Services, Inc. 1.004 0,10 304 0,00
2026-02-17 13F Blair William & Co/il 33.964 19,64 10.261 21,45
2026-02-23 13F Sonoma Allocations LLC 7.175 -2,34 2.261 2,08
2026-04-22 13F Madison Park Capital Advisors, LLC 780 0,13 236 0,00
2026-04-15 13F Seacrest Wealth Management, Llc 0 -100,00 0
2026-02-04 13F Midwest Trust Co 10.814 5,75 3.267 7,33
2026-04-10 13F Lwm Advisors Inc 942 0,00 285 0,00
2026-02-12 13F Foster Dykema Cabot & Partners, Llc 0 -100,00 0
2026-04-21 13F Northeast Investment Management 2.061 0,00 623 0,00
2026-02-10 13F Opulen Financial Group LLC 7.143 0,22 2.158 1,74
2026-04-27 13F Beacon Financial Advisory LLC 1.736 3,77 525 3,76
2026-02-13 13F Stifel Financial Corp 144.081 5,73 43.532 7,32
2026-01-26 13F Asset Dedication, LLC 2.657 0,00 803 1,52
2026-01-16 13F FNY Investment Advisers, LLC 0 -100,00 0
2026-02-04 13F Pandora Wealth, Inc. 67 0,00 20 5,26
2026-04-13 13F Massmutual Trust Co Fsb/adv 31.032 -2,29 9.379 -2,24
2026-02-06 13F Entrust Financial Llc 641 194
2026-04-23 13F Fairman Group, LLC 218 0,00 66 0,00
2026-04-21 13F Pinnacle Associates Ltd 5.481 3,67 1.657 3,69
2026-04-22 13F Grove Street Fiduciary, LLC 1.319 0,00 399 0,00
2026-01-21 13F Indiana Trust & Investment Management CO 48 0,00 15 0,00
2026-04-09 13F Mechanics Bank Trust Department 40.427 0,36 12.219 0,41
2026-02-11 13F Alteri Wealth LLC 1.422 33,90 430 35,76
2026-02-02 13F Windward Private Wealth Management Inc. 1.960 -17,19 592 -15,91
2026-04-15 13F Trust Point Inc. 9.130 -1,96 2.760 -1,92
2026-04-10 13F Prosperity Planning, Inc. 18.932 2,25 5.722 2,31
2026-01-27 13F Evergreen Capital Management Llc 2.427 0,04 733 1,38
2026-02-03 13F Diversify Wealth Management, Llc 767 0,00 247 6,47
2026-02-13 13F ICONIQ Capital, LLC 1.129 0,00 341 1,49
2026-04-21 13F Nemes Rush Group LLC 81 0,00 24 0,00
2026-02-17 13F Angeles Wealth Management, Llc 1.851 0,00 559 1,64
2026-04-06 13F Washington Trust Advisors, Inc. 3.724 0,00 1.126 0,09
2026-02-03 13F Anfield Capital Management, LLC 46 0,00 14 0,00
2026-02-18 13F EP Wealth Advisors, Inc. 776.329 20,92 234.537 31,90
2026-04-22 13F Independence Asset Advisors, LLC 2.257 682
2026-02-13 13F Snowwater Investment Partners, Llc 1.250 378
2026-02-23 13F Clear Retirement Advice LLC 18.663 5.783
2026-04-27 13F S.A. Mason LLC 1.444 0,00 436 0,00
2026-02-13 13F Hurley Capital, LLC 797 0,25 241 1,69
2026-04-24 13F KPP Advisory Services LLC 9.883 -0,41 2.987 -0,37
2026-02-03 13F Black Diamond Financial, LLC 26.677 1,33 8.059 2,86
2026-04-21 13F Verity Asset Management, Inc. 0 -100,00 0
2026-01-30 13F Wealthfront Advisers Llc 18.859 0,81 5.697 2,34
2026-02-12 13F Sepio Capital, LP 932 -0,53 282 1,08
2026-02-02 13F Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 12.714 3.841
2026-02-05 13F Macroview Investment Management Llc 909 -73,86 275 -73,53
2026-02-11 13F First American Trust, Fsb 33.797 1,41 10.210 2,94
2026-02-19 13F Birchwood Financial Partners, Inc. 658 199
2026-02-12 13F Colonial Trust Co / SC 515 -2,09 157 1,95
2026-02-17 13F Russell Investments Group, Ltd. 854 -4,04 258 -2,65
2026-02-02 13F Fifth Third Bancorp 68.272 -1,12 20.626 0,37
2026-02-10 13F Measured Wealth Private Client Group, LLC 40 0,00 12 9,09
2026-02-13 13F Bragg Financial Advisors, Inc 135.323 2,29 40.882 3,84
2026-02-17 13F Twin Focus Capital Partners, Llc 0 -100,00 0
2026-04-20 13F Segment Wealth Management, LLC 1.340 0,00 405 0,25
2026-02-10 13F Envestnet Asset Management Inc 526.294 -17,43 158.999 -16,19
2026-01-14 13F Kmg Fiduciary Partners, Llc 0 -100,00 0
2026-02-12 13F Custom Index Systems, Llc 1.178 -27,64 356 -26,65
2026-04-09 13F Brown Wealth Management, Llc 6.583 0,61 1.990 0,66
2026-01-26 13F Zeit Capital LLC 16.525 -0,31 4.992 1,20
2026-02-13 13F Graney & King, LLC 1.091 -3,02 330 -1,50
2026-02-13 13F Fiduciary Trust Co 2.997 -1,61 905 -0,11
2026-04-27 13F Albion Financial Group /ut 40 0,00 12 0,00
2026-02-09 13F Harbour Investments, Inc. 22.083 2,34 6.671 3,88
2026-04-22 13F Capital Management Associates, Inc 31.418 -1,36 9.496 -1,31
2026-01-27 13F Summit Financial Strategies, Inc. 138.276 -1,28 41.775 0,21
2026-02-17 13F Signature Equity Partners, LLC 194 59
2026-04-23 13F Summit Wealth Group Llc / Co 8.904 26,69 2.691 26,75
2026-02-17 13F Running Point Capital Advisors, LLC 12 0,00 4 0,00
2026-04-24 13F Private Advisor Group, LLC 93.386 -31,12 28.226 -31,09
2026-01-29 13F Rakuten Securities, Inc. 7 40,00 2 100,00
2026-01-29 13F Ashton Thomas Private Wealth, LLC 2.592 47,86 783 50,00
2026-01-30 13F Caldwell Securities, Inc 183 -8,04 55 -6,78
2026-04-22 13F Hurlow Wealth Management Group, Inc. 1.072 0,00 324 0,31
2026-03-04 13F Stenger Family Office, LLC 0 -100,00 0
2026-01-30 13F Opus Capital Group, LLC 4.167 -12,57 1 0,00
2026-01-23 13F Curtis Advisory Group, LLC 7.756 0,00 2.343 1,52
2026-02-04 13F One Day In July LLC 124.493 2,80 37.611 4,35
2026-02-03 13F Sageworth Trust Co 682 -7,84 206 -6,36
2026-01-14 13F Net Worth Advisory Group 2.738 195,04 827 199,64
2026-02-13 13F Aviso Wealth Management 2.407 3,08 727 4,76
2026-04-08 13F Holos Integrated Wealth LLC 673 -5,34 207 -5,05
2026-04-09 13F Whitaker-Myers Wealth Managers, LTD. 75.423 4,61 22.796 4,66
2026-04-24 13F Root Financial Partners, LLC 810 -10,69 245 -10,95
2026-02-04 13F Financial Alternatives, Inc 2.843 0,00 859 1,42
2026-01-21 13F Prime Capital Investment Advisors, LLC 9.196 -0,88 2.778 0,62
2026-02-10 13F Performa Ltd (US), LLC 31.723 13,28 9.584 14,99
2026-01-16 13F Legacy Capital Wealth Partners, LLC 1.888 1,12 570 2,70
2026-04-16 13F Friday Financial 4.508 5,82 1.363 5,91
2026-04-20 13F Hoge Financial Services, Llc 2.453 -1,41 741 -1,33
2026-04-16 13F Davis Capital Management 96 0,00 29 0,00
2026-01-12 13F PUREfi Wealth, LLC 1.040 0,10 314 1,62
2026-04-21 13F Keystone Financial Services, LLC 2.641 -0,68 798 -0,62
2026-04-24 13F National Asset Management, Inc. 14.554 -13,95 4.215 -17,52
2026-01-20 13F Stratos Wealth Advisors, LLC 15.236 -2,86 4.603 -1,41
2026-04-08 13F Wealthspan Partners, Llc 1.258 6,61 380 6,74
2026-01-26 13F Main Street Group, LTD 0 -100,00 0
2026-04-15 13F Rs Crum Inc. 54.938 1,78 16.605 1,83
2026-01-30 13F Jackson Hole Capital Partners, LLC 161 0,00 49 2,13
2026-02-05 13F Passive Capital Management, LLC. 1.330 0,00 402 1,52
2026-02-17 13F Miller Capital Partners, Inc. 432 131
2026-02-17 13F Aspen Grove Capital, LLC 1.495 0,00 452 1,35
2026-02-10 13F Hazlett, Burt & Watson, Inc. 684 5,39 0
2026-01-20 13F Relyea Zuckerberg Hanson LLC 23.935 -3,75 7.231 -2,30
2026-01-26 13F Fee-Only Financial Planning, L.C. 30.017 -0,76 9.068 0,73
2026-02-02 13F Mutual Advisors, LLC 3.855 0,21 1.165 -0,60
2026-03-24 13F/A Barclays Plc 0 -100,00 0
2026-04-20 13F Concurrent Investment Advisors, LLC 0 -100,00 0 -100,00
2026-02-11 13F Empowered Funds, LLC 776 234
2026-02-13 13F Centaurus Financial, Inc. 3.875 2,03 1 0,00
2026-04-17 13F Willner & Heller, Llc 3.766 -3,19 1.138 -3,15
2026-04-20 13F Godsey & Gibb Associates 345 0,00 104 0,00
2026-02-03 13F Costello Asset Management, INC 46 0,00 14 0,00
2026-02-13 13F North Ridge Wealth Advisors, Inc. 0 -100,00 0
2026-04-15 13F Horizon Financial Services, Llc 569 97,57 172 96,55
2026-04-21 13F Mayfair Advisory Group, LLC 3.914 -2,64 1.183 -4,21
2026-02-09 13F LifePlan Investment Advisors, Inc. 15.147 1,13 4.576 2,67
2026-02-12 13F Betterment LLC 19.384 11,11 6 0,00
2026-04-27 13F FF Advisors,LLC 1.401 467
2026-02-12 13F Johnson Financial Group, Inc. 242 0,00 73 1,39
2026-01-27 13F Busey Wealth Management 2.480 -9,88 749 -8,55
2026-04-15 13F Retirement Investment Advisors, Inc. 62.612 0,21 18.916 0,21
2026-02-11 13F Deutsche Bank Ag\ 1.083 -3,56 327 -2,10
2026-04-22 13F Janney Montgomery Scott LLC 35.397 3,50 11 0,00
2026-04-14 13F Plancorp, LLC 1.796 0,00 567 4,61
2026-02-12 13F Providence Capital Advisors, LLC 72 -32,71 22 -32,26
2026-04-17 13F RFG Advisory, LLC 31.452 -0,50 9.506 -0,45
2026-01-27 13F Checchi Capital Advisers, LLC 4.162 -83,92 1.257 -83,69
2026-02-10 13F Keyvantage Wealth, Llc 2.344 -9,11 708 -7,69
2026-01-28 13F Dentgroup LLC 5.927 -18,24 1.791 -17,01
2026-02-05 13F Atria Investments Llc 67.096 4,02 20.270 5,59
2026-02-12 13F Federation des caisses Desjardins du Quebec 548 0,00 166 1,23
2026-04-14 13F Patriot Investment Management Inc. 933 0,00 282 0,36
2026-01-29 13F Vanguard Group Inc 9.370 1,47 2.831 2,98
2026-04-22 13F Western Financial Corp/CA 675 204
2026-01-29 13F Golden State Equity Partners 5.016 -5,86 1.515 -4,42
2026-04-23 13F Fairway Wealth LLC 0 -100,00 0
2026-02-03 13F Nordwand Advisors, LLC 1.500 0,00 453 1,57
2026-04-15 13F Norden Group Llc 848 -67,25 256 -67,26
2026-01-13 13F Cherrydale Wealth Management, Llc 0 -100,00 0
2026-04-09 13F Wedmont Private Capital 5.177 5,27 1.642 5,32
2026-04-24 13F Prospect Financial Services LLC 996 0,00 301 0,33
2026-04-27 13F Td Private Client Wealth Llc 1.332 -54,86 403 -54,88
2026-04-22 13F Harbor Asset Planning, Inc. 6.119 0,11 1.851 0,16
2026-02-05 13F Plante Moran Financial Advisors, LLC 3.656 -12,70 1.105 -11,40
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