VGSH - Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (NasdaqGM)

Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF

Grundlæggende statistik
Institutionelle ejere 1047 total, 1047 long only, 0 short only, 0 long/short - change of 7,24% MRQ
Gennemsnitlig porteføljeallokering 0.9562 % - change of -1,76% MRQ
Institutionelle aktier (lange) 300.389.218 (ex 13D/G) - change of 38,55MM shares 14,71% MRQ
Institutionel værdi (lang) $ 17.153.915 USD ($1000)
Institutionelt ejerskab og aktionærer

Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF (US:VGSH) har 1047 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 300,389,218 aktier. Største aktionærer omfatter Jpmorgan Chase & Co, Morgan Stanley, Bank Of America Corp /de/, Baird Financial Group, Inc., Northern Trust Corp, Orgel Wealth Management, LLC, Goldman Sachs Group Inc, Cerity Partners LLC, NorthRock Partners, LLC, and State Street Corp .

Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF (NasdaqGM:VGSH) 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 58,54 / share. Previously, on April 28, 2025, the share price was 58,86 / share. This represents a decline of 0,54% over that period.

VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury 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.

VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury 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
(%)
2026-02-09 13F Huntington National Bank 2.855 -7,99
2026-01-21 13F Kaizen Financial Strategies 17.701 -10,39 1.040 -10,43
2026-02-10 13F Anchor Capital Advisors Llc 27.440 0,00 1.612 -0,19
2026-02-13 13F Minot DeBlois Advisors LLC 84 -91,56 5 -93,10
2026-02-19 13F CBM Financial, LLC 73.864 4.346
2026-01-12 13F Traynor Capital Management, Inc. 7.072 415
2026-01-28 13F Geneos Wealth Management Inc. 253 -26,67 15 -30,00
2026-02-11 13F Clifford Swan Investment Counsel Llc 10.984 0,00 645 -0,15
2026-04-16 13F Roble, Belko & Company, Inc 98.791 24,60 6 25,00
2026-02-13 13F Umb Bank N A/mo 470 28
2026-02-17 13F Citadel Advisors Llc 120.376 4,85 7.070 4,63
2026-02-17 13F Citadel Advisors Llc Call 5.800 341
2026-02-11 13F Manchester Capital Management LLC 64.344 3.779
2026-02-12 13F JPL Wealth Management, LLC 0 -100,00 0
2026-04-21 13F Roth Financial Partners LLC 7.375 -57,25 432 -57,45
2026-04-27 13F Canal Capital Management, LLC 27.135 -17,37 1.588 -17,63
2026-04-08 13F Olistico Wealth, LLC 27 0,00 2 0,00
2026-04-21 13F WMS Group LLC 7.000 0,00 410 -0,49
2026-01-07 13F IMPACTfolio, LLC 4.004 4,82 235 4,91
2025-11-14 13F Hamilton Wealth, LLC 0 -100,00 0
2026-04-20 13F MBA Advisors LLC 36.837 31,83 2.156 31,38
2026-02-02 13F Broussard Financial Group LLC 14.124 830
2026-02-17 13F Stokes Family Office, LLC 54.574 -48,18 3.205 -48,28
2026-04-15 13F DAVENPORT & Co LLC 18.850 6,44 1.103 6,06
2026-02-17 13F Engineers Gate Manager LP 12.734 748
2026-04-22 13F Vicus Capital 7.112 0,61 416 0,24
2026-04-16 13F SG Americas Securities, LLC 0 -100,00 0
2026-02-05 13F HFM Investment Advisors, LLC 347 -14,11 20 -13,04
2026-04-22 13F Carroll Advisory Group, LLC 8.920 158,40 522 158,42
2026-01-16 13F Hopwood Financial Services, Inc. 0 -100,00 0 -100,00
2026-01-23 13F Burney Co/ 40.688 111,16 2.390 110,86
2026-01-28 13F Edge Financial Advisors LLC 106.196 11,94 6.237 11,70
2026-02-05 13F ACR Alpine Capital Research, LLC 86.500 5.080
2026-04-02 13F Ares Financial Consulting, LLC 12.687 -6,46 740 -7,04
2026-02-17 13F Capital Wealth Alliance, LLC 10.163 10,83 597 10,76
2026-01-08 13F Signet Financial Management, Llc 64.965 -5,43 3.815 -5,62
2026-02-13 13F Arkadios Wealth Advisors 201.441 1,66 11.831 1,45
2026-04-07 13F Mb, Levis & Associates, Llc 115 0,00 7 0,00
2026-02-10 13F Calton & Associates, Inc. 9.438 -0,12 554 -0,36
2026-04-16 13F Montecito Bank & Trust 237.279 2,79 13.890 2,46
2026-01-28 13F Salomon & Ludwin, LLC 403.889 4,71 23.736 4,79
2026-02-02 13F Breakwater Investment Management 66.710 18,24 3.918 17,98
2025-11-03 13F Principle Wealth Partners Llc 0 -100,00 0
2025-11-12 13F Park Square Financial Group, LLC 0 -100,00 0
2026-04-10 13F Perigon Wealth Management, LLC 84.219 -6,72 4.930 -7,02
2026-02-17 13F Summit Global Investments 20.488 0,32 1 0,00
2026-02-17 13F Osterweis Capital Management Inc 167
2026-04-24 13F Advanced Asset Management Advisors Inc 21.070 1,06 1.233 0,74
2026-02-13 13F Brooklands Fund Management Ltd Call 0 -100,00 0
2026-02-04 13F Twin Lakes Capital Management, LLC 1.358 0,00 80 0,00
2026-01-29 13F Brindle & Bay Financial Advisors, LLC 7.487 440
2026-04-23 13F North Star Investment Management Corp. 7.463 8,02 437 7,65
2026-01-29 13F Concord Wealth Partners 171 10
2026-01-26 13F Annex Advisory Services, LLC 0 -100,00 0
2026-02-11 13F North Dallas Bank & Trust Co 19.253 23,12 1.131 22,96
2026-04-13 13F JCIC Asset Management Inc. 3.410 0,00 200 -0,50
2026-04-22 13F McLean Asset Management Corp 281.653 13,25 16.488 12,81
2026-02-10 13F Cravens & Co Advisors, LLC 155.769 -0,40 9.153 -0,55
2026-04-09 13F Acropolis Investment Management, LLC 572.906 -34,22 33.538 -34,43
2026-04-16 13F Spectrum Planning & Advisory Services Inc. 3.590 -77,86 210 -77,94
2026-04-23 13F J.w. Cole Advisors, Inc. 41.364 -28,92 2.421 19,09
2026-01-13 13F Scratch Capital Llc 278.952 3,37 16.383 3,16
2026-02-17 13F/A Beverly Hills Private Wealth, LLC 121.660 -26,42 7.145 -26,57
2026-01-29 13F Northern Oak Wealth Management Inc 682.464 -3,97 40.081 -4,17
2026-04-21 13F Navigation Wealth Management, Inc. 9.224 -3,40 540 -3,75
2026-02-13 13F Meridian Wealth Partners, LLC 8.344 1,98 490 1,87
2026-02-03 13F Patten & Patten Inc/tn 816.217 1,06 47.936 0,85
2026-04-09 13F Pacifica Partners Inc. 1.735 0,00 102 0,00
2026-02-10 13F/A Northwestern Mutual Wealth Management Co 622.017 24,01 36.531 23,76
2026-01-23 13F Inlight Wealth Management, LLC 13.648 40,40 802 40,03
2026-04-21 13F Red Tortoise LLC 22.830 0,49 1.336 0,15
2026-01-23 13F Avion Wealth 7.076 0,00 0
2026-02-12 13F Conservest Capital Advisors, Inc. 239.188 1,83 14.048 1,63
2026-02-06 13F Rps Advisory Solutions Llc 0 -100,00 0
2026-02-12 13F Bank of Jackson Hole Trust 0 -100,00 0
2026-02-13 13F Mill Creek Capital Advisors, LLC 209.553 -32,02 12.307 -32,16
2026-04-09 13F Meritas Wealth Management, LLC 4.433 0,00 260 -0,38
2026-02-19 13F Mcguire Capital Advisors Inc 30 2
2026-02-12 13F StoneX Group Inc. 20.269 88,92 1.190 88,59
2026-04-21 13F Maseco Llp 444.321 -8,84 26.013 -9,14
2026-01-30 13F/A M&t Bank Corp 3.389.876 2,58 199.088 2,37
2026-02-10 13F Seven Springs Wealth Group, LLC 6.334 -65,46 372 -65,52
2026-02-13 13F Change Path, LLC 166.153 4,52 9.758 4,31
2026-04-09 13F Peterson Wealth Advisors, LLC 13.473 -4,49 789 -4,83
2026-02-09 13F Atlantic Trust, LLC 0 -100,00 0
2026-02-12 13F Adviser Investments LLC 3.801.654 -11,26 223.271 -11,44
2026-04-15 13F Register Financial Advisors LLC 3.500 12,43 205 12,09
2026-04-23 13F Simmons Bank 3.695 216
2026-04-22 13F Essential Planning, LLC. 7.525 0,00 441 -0,23
2026-02-10 13F Zhang Financial LLC 35.486 7,67 2.084 7,48
2026-01-29 13F Brickley Wealth Management 4.008 0,00 235 0,00
2026-02-12 13F Titleist Asset Management, Llc 128.876 15,59 7.569 15,35
2026-04-27 13F Mosley Wealth Management 86 5
2026-04-22 13F Stone House Investment Management, LLC 8.476 40,84 496 40,51
2026-01-13 13F Dakota Wealth Management 12.653 -0,63 743 -0,80
2026-04-03 13F Ridgewood Investments LLC 41.615 -6,69 2.436 -7,16
2026-02-09 13F Smithfield Trust Co 2.026.919 -2,47 119 -2,46
2026-02-11 13F Investure, LLC 222.200 13.050
2026-04-03 13F Investors Research Corp 255 0,00 15 0,00
2026-02-13 13F Kensington Asset Management, LLC 87.874 5.163
2026-04-09 13F VERITY Wealth Advisors 26.702 4,11 1.563 3,78
2026-02-18 13F Vermillion & White Wealth Management Group, LLC 106 0,00 6 0,00
2026-04-08 13F Grove Bank & Trust 308.180 96.206,25 18.041 100.122,22
2026-02-12 13F Scotia Capital Inc. 131.581 92,58 7.728 92,21
2026-02-03 13F Indivisible Partners 13.312 782
2026-04-20 13F Ritholtz Wealth Management 11.674 1,84 683 1,49
2026-02-17 13F Hancock Whitney Corp 84.276 -0,29 4.950 -0,48
2026-04-27 13F NorthLanding Financial Partners, LLC 5.761 0,00 337 -0,30
2026-04-17 13F Murphy & Mullick Capital Management Corp 289 0,00 17 0,00
2026-04-22 13F Burrus Financial Services, Inc. 0 -100,00 0
2026-04-14 13F Amicus Financial Advisors, LLC 11.706 0,39 685 0,15
2026-02-12 13F Hrt Financial Lp 15.760 1
2026-04-21 13F Compass Planning Associates Inc 300.706 27,08 17.603 26,68
2026-04-27 13F CWS Financial Advisors, LLC 70.329 8,82 4.117 8,48
2026-02-13 13F Heritage Wealth Advisors 0 -100,00 0
2026-02-06 13F CFO4Life Group, LLC 35.742 2.099
2026-02-04 13F Frontier Asset Management, LLC 17.064 -1,36 1.002 -1,57
2026-02-17 13F Millennium Management Llc 7.805 458
2026-04-09 13F Tompkins Financial Corp 4.467 0,00 261 -0,38
2026-02-13 13F Pathstone Holdings, LLC 35.709 4,50 2.097 4,33
2026-01-20 13F ETF Portfolio Partners, Inc. 22.677 9,10 1.332 8,83
2025-11-14 13F Sagard Holdings Management Inc. 0 -100,00 0
2026-04-13 13F Whalen Wealth Management Inc. 6.619 387
2026-04-22 13F Coston, McIsaac & Partners 6.821 0,26 0
2026-02-13 13F Pinnacle Wealth Planning Services, Inc. 2.126 125
2025-11-07 13F Beacon Capital Management, LLC 0 -100,00 0
2026-02-17 13F Grantham, Mayo, Van Otterloo & Co. LLC 9.592 563
2026-02-05 13F Tfo-tdc, Llc 8.996 528
2026-04-21 13F/A Madrid Wealth Management, LLC 5.394 0,02 316 -0,32
2026-01-26 13F Key Capital Management, INC 38.648 2.270
2026-04-09 13F Clarity Capital Advisors, LLC 35.648 35,01 2.087 34,58
2026-04-17 13F Brave Asset Management Inc 7.564 2,47 443 2,08
2026-02-06 13F KDT Advisors, LLC 14.080 0,00 827 -0,24
2026-04-17 13F IFC & Insurance Marketing, Inc. 47.217 143,55 2.764 276.300,00
2026-02-02 13F Horizon Investments, LLC 10.337 24,56 607 25,15
2026-04-21 13F Sage Financial Management Group, Inc. 5.879 0,00 344 -0,29
2026-02-26 13F Anchor Investment Management, LLC 51.489 -3,02 3.024 -3,23
2026-04-09 13F Rockingstone Advisors LLC 102.680 1,40 6.011 1,06
2026-04-28 13F Harbor Capital Advisors, Inc. 35.493 2
2026-02-18 13F Caitlin John, LLC 2.974 -4,00 175 -4,40
2026-04-15 13F Silverlake Wealth Management Llc 16.348 957
2026-04-24 13F Retirement Systems of Alabama 336.255 108,50 19.684 107,83
2026-04-27 13F Pensionmark Financial Group, Llc 110.103 21,58 6.445 21,19
2026-04-23 13F Howard Bailey Securities, Llc 0 -100,00 0
2026-01-14 13F Hennion & Walsh Asset Management, Inc. 7.868 41,74 462 41,72
2026-02-02 13F Astra Wealth Partners LLC 3.421 -0,58 201 -0,99
2026-02-06 13F Evoke Wealth, Llc 31.166 -1,55 1.830 -1,77
2026-02-09 13F Glenview Trust Co 17.047 0,00 1.001 -0,20
2026-02-13 13F Edgestream Partners, L.P. 59.830 -18,60 3.514 -18,77
2026-01-07 13F Sandbox Financial Partners, LLC 0 -100,00 0
2026-02-13 13F Capstone Wealth Management Group, Llc 9.950 584
2026-02-10 13F Clear Point Advisors Inc. 4.817 0,31 283 0,00
2026-04-24 13F Vertrix Wealth Management, LLC 15.152 887
2025-11-10 13F LaFleur & Godfrey LLC 0 -100,00 0
2026-04-16 13F Strategic Advisory Partners, Llc 1.419 83
2026-02-06 13F Municipal Employees' Retirement System of Michigan 133.074 -6,42 8 -12,50
2026-04-13 13F Physician Wealth Solutions Inc. 9.714 20,85 569 20,34
2026-04-21 13F Family Wealth Group, LLC 0 -100,00 0
2026-02-05 13F Schulz Wealth, LTD. 46.843 -1,64 2.751 -1,82
2026-02-03 13F We Are One Seven, LLC 23.129 57,57 1.358 57,36
2026-02-02 13F Oak Harbor Wealth Partners, Llc 909 53
2026-02-19 13F CI Private Wealth, LLC 2.233.994 648,92 131.203 647,42
2026-02-09 13F Shufro Rose & Co Llc 137.650 64,42 8.084 64,54
2026-04-24 13F Boston Trust Walden Corp 0 -100,00 0
2026-02-12 13F Alaethes Wealth LLC 9.440 554
2026-04-17 13F Hanson & Doremus Investment Management 3.604 0,00 0
2026-04-22 13F Oak Harvest Investment Services 1.227.277 28,71 71.845 28,29
2026-02-12 13F Advisors Asset Management, Inc. 5.437 111,06 319 111,26
2026-01-29 13F Quest 10 Wealth Builders, Inc. 18.901 0,79 1.110 0,63
2026-02-17 13F Advisor Group Holdings, Inc. 1.465.771 2,17 86.088 1,94
2026-02-02 13F FSA Advisors, Inc. 7.120 418
2026-04-21 13F GHP Investment Advisors, Inc. 895 -10,23 52 -10,34
2026-02-06 13F Addison Advisors LLC 2.315 0,00 136 -0,74
2026-03-06 13F Hsbc Holdings Plc 8.426 495
2026-02-09 13F Cary Street Partner Investment Advisory Llc 1.257 233,42 74 231,82
2026-04-06 13F Rosenberg Matthew Hamilton 592 0,00 35 0,00
2026-01-26 13F Private Trust Co Na 2.067 0,00 121 0,00
2026-01-30 13F Pekin Hardy Strauss, Inc. 3.785 222
2026-02-17 13F Susquehanna International Group, Llp Call 7.900 464
2026-02-17 13F Susquehanna International Group, Llp 106.664 6.264
2026-02-13 13F Element Pointe Advisors, Llc 232.030 22,23 13.627 21,99
2026-02-10 13F Parr Mcknight Wealth Management Group, Llc 8.500 0,00 499 -0,20
2026-04-17 13F CENTRAL TRUST Co 97.232 38,39 5.692 37,93
2026-01-30 13F Simplicity Wealth,LLC 90.423 7,54 5.311 7,32
2026-04-13 13F Successful Portfolios LLC 50.856 -1,61 2.976 -1,98
2026-02-13 13F Sofos Investments, Inc. 84.754 3,47 4.978 3,26
2026-02-17 13F Capitolis Liquid Global Markets LLC 104.600 6.143
2026-02-03 13F American Assets Investment Management, LLC 0 -100,00 0
2026-04-23 13F Capital Investment Counsel, LLC 71.749 1,07 4.200 0,74
2026-02-04 13F Meridian Wealth Management, LLC 22.704 -5,71 1.333 -5,93
2026-04-09 13F Moody National Bank Trust Division 43.219 59,69 2.530 59,22
2026-02-17 13F Pacific Financial Group Inc 4.389 -12,15 258 -12,59
2026-04-17 13F Great Waters Wealth Management 18.713 2,93 1.095 2,62
2026-04-23 13F Woodward Diversified Capital, Llc 17.326 1.015
2026-02-13 13F AlTi Global, Inc. 3.692 0,00 217 -0,46
2026-02-13 13F Headlands Technologies LLC 9.991 81,75 587 81,42
2026-02-04 13F BCJ Capital Management, LLC 17.723 89,45 1.041 89,09
2026-04-27 13F Thrive Capital Management, LLC 0 -100,00 0
2026-02-13 13F Aptus Capital Advisors, LLC 88.284 4,77 5.185 4,54
2026-02-13 13F Partners Capital Investment Group, Llp 2.899.929 17,37 170.313 17,13
2026-02-12 13F Commonwealth Equity Services, Llc 275.917 11,82 16.205 115.642,86
2026-02-19 13F Atomi Financial Group, Inc. 8.664 -23,23 509 -23,49
2026-02-05 13F Stephens Inc /ar/ 495.967 7,18 29.128 6,96
2026-02-18 13F EP Wealth Advisors, Inc. 23.309 68,09 1.369 67,85
2026-04-21 13F Cypress Capital Advisors, LLC 57.273 20,95 3.353 20,53
2026-02-12 13F Jane Street Group, Llc 4.439 -3,75 261 -4,06
2026-04-01 13F Bangor Savings Bank 500 0,00 29 0,00
2026-04-22 13F Monument Group Wealth Advisors, LLC 9.574 -0,72 560 -1,06
2026-01-29 13F Concurrent Investment Advisors, LLC 297.345 -0,53 17.463 -0,73
2026-02-11 13F Jpmorgan Chase & Co 44.271.961 73,27 2.600.092 72,92
2026-02-17 13F Ancora Advisors, LLC 481 0,84 28 0,00
2026-01-29 13F Vanguard Group Inc 688.684 9,66 40.446 9,43
2026-02-17 13F Aqr Capital Management Llc 36.902 -1,23 2.167 -1,41
2026-04-08 13F RoundAngle Advisors LLC 53.041 2,97 3.105 2,64
2026-04-17 13F/A Founders Financial Securities Llc 42.928 281,31 2.509 279,43
2026-02-06 13F Tortoise Investment Management, LLC 49.756 60,35 2.922 60,02
2025-12-29 13F Narus Financial Partners, LLC 0 -100,00 0
2026-04-21 13F Biltmore Wealth Management, LLC 142.622 4,09 8.349 3,75
2026-04-14 13F XY Planning Network, Inc. 96.572 -0,96 5.634 -1,61
2026-02-12 13F Brinker Capital Investments, LLC 119.302 -10,02 7.007 -10,20
2026-02-12 13F Quadrant Capital Group Llc 173.423 21,39 10.185 21,15
2026-02-13 13F Mml Investors Services, Llc 410.257 18,70 24.094 18,46
2026-01-21 13F Capital Investment Advisory Services, LLC 209.600 -4,42 12.310 -4,63
2025-11-12 13F Creekmur Asset Management LLC 821 -23,77 48 -23,81
2026-04-22 13F Evensky & Katz LLC 1.324.856 4,64 78 4,05
2026-03-26 13F Alexander Labrunerie & Co., Inc. 3.520 -2,33 207 -2,83
2026-04-28 13F Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 10.170 0,00 595 -0,34
2026-04-20 13F CWA Asset Management Group, LLC 118.934 39,35 6.962 38,91
2026-02-11 13F First Command Advisory Services, Inc. 1.125.904 2,40 66.124 2,20
2026-01-07 13F Aventura Private Wealth, LLC 212 0,00 12 0,00
2026-04-15 13F Belleair Asset Management, LLC 19.241 -4,66 1.126 -4,98
2026-04-21 13F Topsail Wealth Management, LLC 1.591 -9,55 93 -9,71
2025-11-13 13F Gerber Kawasaki Wealth & Investment Management 0 -100,00 0
2026-02-10 13F American Money Management, LLC 673.039 6,85 39.528 6,64
2026-04-16 13F Klaas Financial Asset Advisors, LLC 740.507 43.349
2026-01-26 13F Whittier Trust Co 80.838 -4,28 4.751 -4,18
2026-02-17 13F Summit Trail Advisors, Llc 252.724 -89,37 14.842 -89,39
2026-04-15 13F Aventus Investment Advisors, Inc. 122.532 7,33 7.173 6,98
2026-01-14 13F Verum Partners LLC 0 -100,00 0
2026-04-21 13F Drum Hill Capital, LLC 255.127 8,37 14.935 8,03
2026-02-17 13F RMB Capital Management, LLC 62.954 13,76 3.697 13,54
2026-03-04 13F Rehmann Capital Advisory Group 6.069 -0,16 356 -0,28
2026-02-10 13F Daiwa Securities Group Inc. 135 229,27 0
2026-02-10 13F WCG Wealth Advisors LLC 23.612 1.387
2026-02-18 13F Vident Advisory, LLC 102.385 26,88 6.013 26,64
2026-04-17 13F Ambassador Advisors, LLC 5.677 9,05 332 8,85
2026-01-23 13F Assetmark, Inc 378 -54,95 22 -55,10
2026-02-03 13F Cheviot Value Management, LLC 2 0,00 0
2026-02-17 13F Asset One Wealth Management LLC 59.231 3.474
2026-01-08 13F Tuttle Tactical Management LLC 6.500 382
2026-04-15 13F Merit Financial Group, LLC 73.415 -19,65 4.298 -19,92
2026-01-15 13F Warwick Investment Management, Inc. 403.239 170,90 23.682 170,37
2026-02-09 13F Arista Wealth Management, LLC 579.828 6,07 34.053 5,86
2026-04-15 13F Diligent Investors, LLC 20.000 0,00 1.171 -0,34
2026-04-13 13F Lauer Wealth, LLC 112.535 4,24 6.575 3,64
2026-04-15 13F Founders Grove Wealth Partners, Llc 8.256 -19,10 483 -19,37
2026-01-20 13F Savvy Advisors, Inc. 34.996 178,56 2.055 178,08
2026-04-22 13F Motco 117 0,00 7 0,00
2026-01-29 13F DecisionPoint Financial, LLC 4.350 0,00 255 0,00
2025-11-10 13F Lcnb Corp 0 -100,00 0
2026-02-04 13F D'Orazio & Associates, Inc. 11.077 5,90 651 5,69
2026-02-10 13F Verus Capital Partners, Llc 4.183 246
2026-01-20 13F Westwood Wealth Management 41.925 2.462
2026-02-17 13F United Capital Financial Advisers, Llc 156.558 13,85 9.195 13,62
2026-01-26 13F AE Wealth Management LLC 924.555 6,35 54.299 6,13
2026-02-03 13F Anfield Capital Management, LLC 1.194 0,00 70 0,00
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 0 -100,00 0
2026-02-04 13F Wsfs Capital Management, Llc 24.266 28,24 1.425 28,03
2026-02-13 13F Laraway Financial Inc 5.110 -9,06 300 -9,09
2025-11-03 13F Bank of New York Mellon Corp 0 -100,00 0 -100,00
2025-11-06 13F MB Generational Wealth, LLC 0 -100,00 0
2026-01-27 13F Berger Financial Group, Inc 4.449 0,00 261 0,00
2025-11-13 13F Quadrature Capital Ltd 0 -100,00 0
2026-02-17 13F Angeles Wealth Management, Llc 0 -100,00 0
2026-02-20 13F Kovitz Investment Group Partners, LLC 133.927 -87,48 7.866 -87,51
2025-11-12 13F Bright Futures Wealth Management, LLC. 0 -100,00 0
2026-04-21 13F Maridea Wealth Management LLC 6.236 -34,17 365 -34,35
2026-02-02 13F Montag A & Associates Inc 309.545 14,28 18.180 14,05
2026-02-17 13F Tower Research Capital LLC (TRC) 582 16,40 34 17,24
2026-02-10 13F REAP Financial Group, LLC 1.192 -9,83 70 -9,09
2026-01-26 13F Cwm, Llc 12.833 -0,73 1
2025-11-14 13F Dai-ichi Life Holdings, Inc. 172.200 -41,98 10.133 -41,91
2026-01-23 13F Reuter James Wealth Management, Llc 4.106 0,00 241 0,00
2026-02-12 13F Altiora Financial Group, LLC 0 -100,00 0
2026-02-10 13F Novak & Powell Financial Services, Inc. 8.600 0,00 505 -0,20
2026-01-22 13F Evermay Wealth Management Llc 89 -41,83 5 -44,44
2025-10-30 13F Oak Hill Wealth Advisors, Llc 31.534 4,86 1.856 5,58
2026-04-28 13F Stratos Wealth Partners, LTD. 111.571 36,67 6.531 36,23
2026-01-29 13F Sanctuary Advisors, LLC 53.754 29,30 3.157 29,03
2026-02-13 13F MAI Capital Management 1.765.573 10,80 103.692 10,58
2026-02-03 13F Kassira Wealth Management LLC 68.873 11,92 4.045 11,68
2025-10-30 13F Arcus Capital Partners, LLC 21.063 0,00 1.240 0,08
2025-11-13 13F Renaissance Technologies Llc 0 -100,00 0 -100,00
2026-04-14 13F Congress Park Capital LLC 18.750 -8,54 1.098 -8,81
2026-02-03 13F F/M Investments LLC 16.935 10,74 995 10,57
2026-04-28 13F Fundamentun, Llc 15.412 9,06 902 8,67
2026-02-12 13F Bank Of Montreal /can/ 143.305 30,32 8.416 30,06
2026-04-14 13F Pictet North America Advisors SA 12.900 16,22 755 15,98
2026-02-13 13F American Investment Services, Inc. 49.172 -1,99 2.888 -2,20
2026-02-06 13F Synergy Investment Management, LLC 5.701 -18,01 335 -18,34
2026-02-11 13F Strategic Wealth Designers 0 -100,00 0
2026-04-22 13F Quattro Financial Advisors Llc 48.017 9,59 2.811 9,21
2026-01-22 13F Mechanics Financial Corp 118.046 -3,39 6.933 -3,59
2026-02-10 13F Argent Trust Co 65.096 2,30 3.823 2,11
2026-04-17 13F Presilium Private Wealth, Llc 1.009.460 6,35 59.094 6,01
2026-04-08 13F Birchbrook, Inc. 37.293 4,71 2.183 4,40
2026-04-07 13F Signaturefd, Llc 554 12,15 32 10,34
2026-02-23 13F Continental Investors Services, Inc. 20.983 42,74 1.261 45,44
2025-10-29 13F AllGen Financial Advisors, Inc. 0 -100,00 0 -100,00
2026-04-24 13F Vision Financial Markets Llc 451 0,00 26 0,00
2025-11-14 13F XTX Topco Ltd 0 -100,00 0 -100,00
2026-04-21 13F Falcon Wealth Planning 969.208 11,20 56.737 10,84
2026-04-09 13F Chemistry Wealth Management LLC 1.061.040 2,84 62.113 2,50
2026-02-09 13F Financial Advisory Corp /ut/ /adv 67.888 108,80 4 200,00
2026-02-12 13F Miller Financial Services LLC 50.791 51,03 2.983 50,68
2026-04-28 13F ORG Wealth Partners, LLC 395 0,00 23 0,00
2026-02-17 13F Fountainhead AM, LLC 0 -100,00 0
2026-02-17 13F First Commonwealth Financial Corp /pa/ 7.662 0,00 450 -0,22
2026-02-05 13F Tucker Asset Management Llc 34 2
2026-04-17 13F Brown, Lisle/cummings, Inc. 3.000 0,00 176 -0,57
2026-04-15 13F Iams Wealth Management, Llc 16.502 -7,40 966 -7,65
2026-02-12 13F Great Valley Advisor Group, Inc. 12.047 -30,81 708 -30,96
2026-02-17 13F Cambridge Associates Llc /ma/ /adv 1.202.093 -4,73 70.599 -4,89
2026-03-02 13F Clearwave Capital, LLC 6.772 398
2026-04-09 13F Cornerstone Wealth Advisors, Inc. 1.051.879 10,75 61.577 10,39
2026-04-24 13F Peregrine Asset Advisers, Inc. 6.813 399
2026-02-10 13F Peapack Gladstone Financial Corp 185.927 -1,33 11 -9,09
2026-02-17 13F Warren Averett Asset Management, LLC 30.487 121,95 1.790 121,53
2026-02-11 13F Empowered Funds, LLC 250.822 35,29 14.731 35,45
2026-02-17 13F Signature Equity Partners, LLC 1.410 83
2026-04-28 13F Howe & Rusling Inc 12.490 -36,66 731 -36,87
2026-02-10 13F AXS Investments LLC 26.794 -0,26 1.574 -0,44
2026-04-22 13F Apollon Financial, LLC 14.332 0,87 839 0,60
2026-04-22 13F Applied Capital LLC 26.466 28,64 1.549 28,23
2026-02-02 13F Benjamin Edwards Inc 18.174 -48,29 1.067 -48,40
2026-02-10 13F Principia Wealth Advisory, LLC 12.547 0,71 737 0,41
2026-02-13 13F Level Four Advisory Services, Llc 5.936 349
2026-04-27 13F Capital Investment Services of America, Inc. 390.454 24,09 22.857 23,69
2026-01-30 13F Sigma Planning Corp 32.879 -0,37 1.931 -0,62
2026-02-09 13F Bleakley Financial Group, LLC 523.769 1,11 30.761 0,90
2026-02-10 13F West Chester Capital Advisors, Inc 108.028 -30,96 6.344 -31,10
2026-02-12 13F Davis R M Inc 21.114 -5,97 1.240 -6,13
2026-02-13 13F Charles Schwab Investment Management Inc 514.578 4,80 30.221 4,59
2026-02-13 13F SHUTTLEWORTH & Co 0 -100,00 0
2026-02-12 13F Wescott Financial Advisory Group, LLC 42.684 -0,34 2.507 -0,56
2026-04-21 13F Magnolia Private Wealth, LLC 5.240 -50,45 307 -50,72
2026-01-26 13F Slagle Financial, LLC 7.845 -3,15 461 -3,36
2026-02-06 13F Cullen/frost Bankers, Inc. 3.513 15,03 206 15,08
2026-04-15 13F Redhawk Wealth Advisors, Inc. 7.973 -14,43 467 -14,81
2026-04-16 13F Capital Advisors, Ltd. LLC 17.887 86,89 1
2026-02-06 13F One Degree Advisors Inc 42.283 7,39 2 0,00
2026-01-28 13F Hobbs Group Advisors, LLC 23.761 -10,46 1.395 -10,63
2026-02-17 13F Northeast Financial Group, Inc. 4.585 -2,41 269 -2,54
2026-02-12 13F McDonough Capital Management, Inc 0 -100,00 0
2026-02-13 13F Cornerstone Financial Management LLC 85.632 5.029
2026-02-10 13F Bearing Point Capital, Llc 36.200 -48,02 2.126 -48,12
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 93.067 81,24 5.448 80,70
2026-01-21 13F Raleigh Capital Management Inc. 2.499 147
2026-02-02 13F Ashton Thomas Securities, Llc 2.500 0,00 147 -0,68
2026-02-04 13F Rinkey Investments 18.824 32,24 1.106 32,02
2026-04-24 13F Greystone Financial Group, LLC 0 -100,00 0
2026-04-14 13F American State Bank (Iowa) 0 -100,00 0
2026-02-09 13F Fft Wealth Management Llc 0 -100,00 0
2026-02-13 13F Ieq Capital, Llc 50.683 30,96 2.977 30,70
2026-04-13 13F Foster Group, Inc. 864.813 6,13 50.626 5,78
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 246.187 -45,95 14.375 -46,31
2025-11-14 13F Marshfield Associates 0 -100,00 0
2026-02-02 13F Woodard & Co Asset Management Group Inc /adv 167 0,00 10 0,00
2026-02-10 13F Ark & Tlk Investments, Llc 202.660 19,75 11.902 19,51
2026-02-11 13F Prudential Plc 272.421 -1,54 15.999 -1,74
2026-02-17 13F Royal Bank Of Canada 2.253.571 7,49 132.351 7,27
2026-01-28 13F Alesco Advisors Llc 22.561 81,78 1.325 81,51
2026-02-17 13F Northern Trust Corp 8.425.375 4,16 494.822 3,94
2026-02-05 13F Leuthold Group, Llc 11.151 -10,15 655 -10,41
2026-04-16 13F Heck Capital Advisors, LLC 55.097 -24,61 3.225 -24,86
2026-01-15 13F Lodestone Wealth Management LLC 60 4
2026-04-27 13F Koshinski Asset Management, Inc. 76.926 17,22 4.503 16,84
2026-02-04 13F Ameritas Advisory Services, LLC 7.682 93,45 451 93,56
2026-04-21 13F Echo Wealth Management, LLC 3.500 205
2026-02-03 13F Climber Capital SA 87.347 -9,92 5.124 -9,62
2026-04-28 13F SBI Securities Co., Ltd. 28.569 13,48 1.672 13,13
2026-02-05 13F Hills Bank & Trust Co 37.324 -1,99 2.192 -2,19
2026-04-20 13F ABLE Financial Group, LLC 4.770 0,00 279 -0,36
2026-02-09 13F Fisher Asset Management, LLC 5.355 315
2026-02-03 13F NewEdge Wealth, LLC 1.974.566 908,11 115.966 909,72
2026-04-21 13F Venturi Wealth Management, LLC 281.405 4.337,16 16.473 4.328,23
2026-04-27 13F Cresta Advisors, Ltd. 0 -100,00 0
2026-02-17 13F Fwl Investment Management, Llc 414 0,00 24 0,00
2026-04-07 13F CoreCap Advisors, LLC 18.457 -0,66 1.080 -1,01
2026-02-17 13F Tolleson Wealth Management, Inc. 8.082 -8,49 475 -8,67
2026-04-08 13F Hardin Capital Partners, LLC 19.586 2,53 1.147 2,23
2026-02-06 13F TPG Financial Advisors, LLC 13.765 -2,33 808 -2,53
2026-02-09 13F Nicolet Bankshares Inc 14.445 18,36 848 18,11
2026-02-11 13F MCF Advisors LLC 83.129 4.882
2026-04-15 13F BDFS Capital LLC 46.250 4,46 2.707 4,12
2026-02-04 13F UNIVEST FINANCIAL Corp 10.880 -2,77 639 -3,04
2026-02-09 13F Hartland & Co., LLC 945 -50,83 56 -51,33
2026-02-17 13F SageView Advisory Group, LLC 930 55 -96,61
2025-11-07 13F Synovus Financial Corp 18.442 2,48 1.085 2,65
2026-04-14 13F Zrc Wealth Management, Llc 786 0,26 46 0,00
2026-02-17 13F Advisory Services Network, LLC 23.490 -5,19 1.380 -5,42
2026-01-29 13F Dunhill Financial, LLC 96 0,00
2026-02-13 13F Brown Advisory Inc 1.714.417 -0,19 100.688 -0,39
2026-02-03 13F Strategic Wealth Advisors LLC 187 0
2026-02-13 13F Wealth Dimensions Group, Ltd. 806.019 5,01 47.337 4,80
2026-02-12 13F Tillman Hartley LLC 72.753 0,56 4.273 0,35
2026-04-23 13F Harbor Investment Advisory, Llc 18.363 -0,95 1.075 -1,29
2025-11-12 13F State Farm Mutual Automobile Insurance Co 0 -100,00 0 -100,00
2026-04-21 13F Fullerton Advisors, LLC 20.769 -9,52 1.216 -9,87
2026-04-16 13F Mountain Pacific Investment Advisers Inc/id 42.437 0,00 2.484 -0,32
2026-04-24 13F Balentine LLC 17 0,00 1 -100,00
2026-01-27 13F Journey Advisory Group, LLC 111.853 5,92 6.569 5,71
2026-02-12 13F Summit Financial, LLC 13.463 1,23 791 1,02
2026-02-18 13F Kitching Partners, Llc 15.309 25,00 899 24,86
2026-02-13 13F Wbi Investments, Inc. 3.515 -0,76 206 -0,96
2026-04-24 13F Key FInancial Inc 143 -48,56 8 -50,00
2026-04-28 13F Walkner Condon Financial Advisors LLC 7.669 80,11 449 79,20
2026-02-17 13F Berkshire Bank 608.591 35.743
2026-04-27 13F Lodestar Private Asset Management Llc 3.836 4,10 225 3,70
2026-01-30 13F Us Bancorp \de\ 11.971 -0,04 703 -0,14
2026-01-29 13F Hegarty Advisors, LLC 30.056 1.765
2026-04-09 13F Elmwood Wealth Management, Inc. 88.340 0,16 5.171 -0,15
2026-04-14 13F Wealthcare Advisory Partners LLC 0 -100,00 0
2026-04-20 13F Oak Family Advisors, Llc 133.429 166,17 7.811 165,29
2026-04-21 13F Decker Retirement Planning Inc. 0 -100,00 0
2026-04-22 13F Networth Advisors, LLC 201 -88,09 12 -88,89
2026-02-25 13F Kw Wealth Management Llc 4.603 -0,04 270 -0,37
2026-02-10 13F Goldman Sachs Group Inc 5.467.932 0,30 321.132 0,09
2026-02-17 13F NewSquare Capital LLC 314.964 -21,96 18.498 -22,11
2026-04-08 13F Dynamic Advisor Solutions LLC 88.069 7,06 5.156 6,71
2026-02-27 13F Strategic Investment Solutions, Inc. /IL 96.639 -3,83 5.690 -3,76
2026-04-27 13F Sound Income Strategies, LLC 823 0,00 48 0,00
2026-01-27 13F Regions Financial Corp 380.937 0,01 22.372 -0,20
2026-01-23 13F Altfest L J & Co Inc 5.617 -29,22 330 -29,55
2026-02-19 13F Evansbrook LLC 29.297 1.721
2026-04-09 13F FCG Investment Co 9.016 528
2026-01-12 13F Breakthru Advisory Services, Llc 0 -100,00 0
2026-02-17 13F Alliancebernstein L.p. 9.780 3,77 574 3,61
2026-02-09 13F Hantz Financial Services, Inc. 2.124 0
2026-01-20 13F Ethos Financial Group, LLC 11.256 4,07 661 3,93
2026-01-26 13F Steinberganna Wealth Management 0 -100,00 0
2026-04-16 13F Orser Capital Management, Llc 287.915 -2,45 16.855 -2,77
2026-02-02 13F Legacy Edge Advisors, LLC 13.241 778
2026-01-26 13F Marion Wealth Management 130.065 3,12 7.641 2,95
2026-04-14 13F Prospera Financial Services Inc 76.798 4.496
2026-04-24 13F Capital Asset Advisory Services LLC 5.313 -4,92 311 -5,18
2026-01-23 13F Financial Connections Group, Inc. 0 -100,00 0
2026-01-27 13F Werba Rubin Papier Wealth Management 4.590 270
2026-02-10 13F IFG Advisory, LLC 5.873 345
2026-04-06 13F CX Institutional 7.109 4,51 0
2026-01-29 13F Facet Wealth, Inc. 557.891 5,45 32.793 5,32
2026-02-18 13F Beacon Pointe Advisors, LLC 1.305.199 7,12 76.654 6,90
2026-02-06 13F Orcam Financial Group 13.570 -27,45 797 -27,64
2026-02-06 13F Lloyd Advisory Services, LLC. 5.589 -3,70 328 -3,81
2026-02-17 13F Cardiff Park Advisors, Llc 53.439 -0,04 3.138 -0,25
2026-01-26 13F Grandview Asset Management LLC 6.612 -16,86 388 -17,09
2025-11-07 13F Bbr Partners, Llc 0 -100,00 0
2026-03-04 13F/A Valpey Financial Services, LLC 12.669 15,19 744 14,99
2026-04-22 13F Pasadena Private Wealth, LLC 21.519 1.260
2026-02-13 13F Vernal Point Advisors, LLC 488.196 -10,35 28.672 -10,53
2026-04-10 13F Centurion Wealth Management LLC 25.951 0,02 1.519 -0,26
2026-01-28 13F EPG Wealth Management LLC 170.776 2,75 10.030 2,54
2026-02-06 13F Kingdom Financial Group LLC. 36.974 230,07 2.171 229,44
2026-04-14 13F Seven Mile Advisory 59.538 -82,75 3.485 -82,80
2026-02-03 13F D.B. Root & Company, LLC 8.949 17,07 526 16,93
2026-02-10 13F MainStreet Investment Advisors LLC 504.878 -5,41 29.651 -5,60
2026-01-27 13F Security Financial Services, INC. 35.713 9,09 2.097 8,88
2026-01-08 13F Genesis Private Wealth, Llc 0 -100,00 0
2026-04-14 13F Beacon Investment Advisory Services, Inc. 154 9
2026-02-10 13F Sentinus, LLC 21.096 50,63 1.239 50,24
2025-11-13 13F Promus Capital, LLC 9.728 572
2026-04-08 13F First Heartland Consultants, Inc. 4.920 15,17 288 14,80
2026-04-15 13F Ami Investment Management Inc 639.260 3,14 37.422 2,80
2026-02-14 13F American Trust 17.160 3,03 1.008 2,76
2026-04-27 13F GenTrust, LLC 8.294 -5,49 486 -5,83
2026-04-27 13F DB Fitzpatrick & Co, Inc 12.886 26,72 754 26,30
2025-11-14 13F Victory Financial Group, Llc 0 -100,00 0 -100,00
2026-04-28 13F DDD Partners, LLC 191.466 24,27 11.208 23,87
2026-02-17 13F Raymond James Financial Inc 3.422.435 4,85 201.000 4,64
2026-04-16 13F Intergy Private Wealth, LLC 4.563 5,65 267 5,53
2026-02-12 13F Westchester Capital Management, Inc. 2.295 0,00 135 -0,74
2026-02-17 13F Qube Research & Technologies Ltd 14.837 84,56 871 84,14
2026-02-12 13F Insigneo Advisory Services, Llc 32.162 1,69 1.889 1,45
2026-02-03 13F Sequoia Financial Advisors, LLC 301.219 -2,64 17.691 -2,84
2026-04-21 13F Chapin Davis, Inc. 8.698 -6,32 509 -6,61
2026-02-13 13F Excelsior Advisor Network LLC 70.429 4.136
2026-04-10 13F Pure Financial Advisors, Inc. 2.779.808 8,88 162.730 8,53
2026-02-12 13F BRYN MAWR TRUST Co 28.740 0,79 1.688 0,54
2026-02-12 13F Steward Partners Investment Advisory, Llc 29.017 109,95 1.704 109,59
2026-04-16 13F Prairiewood Capital, LLC 9.870 19,15 578 18,72
2026-02-03 13F International Assets Investment Management, Llc 9.493 -4,54 558 -4,30
2026-04-24 13F Root Financial Partners, LLC 541 -18,28 32 -18,42
2026-02-04 13F Rockbridge Investment Management, LCC 12.325 -0,02 724 -0,28
2026-04-07 13F Calder Financial LLC 190.042 7,95 11.087 7,23
2026-01-28 13F REDW Wealth LLC 30.533 -10,89 1.793 -11,06
2026-02-17 13F Wiley Bros.-aintree Capital, Llc 37.582 -0,74 2.196 -1,70
2026-04-23 13F Strategic Point Investment Advisors, LLC 421.278 -1,84 24.662 -2,16
2026-02-02 13F Wells Financial Advisors INC 9.740 -47,86 572 -47,95
2026-04-24 13F Merited Wealth, LLC 0 -100,00 0
2026-04-09 13F Arlington Partners LLC 225.571 13.205
2026-01-12 13F VisionPoint Advisory Group, LLC 4.458 8,92 262 8,75
2026-02-12 13F Founders Financial Alliance, LLC 0 -100,00 0
2026-04-13 13F Arcadia Investment Advisors Llc 5.068 0,00 297 -0,34
2026-04-20 13F L.K. Benson & Company, P.C. 7.689 -32,51 450 -32,74
2026-01-23 13F Sage Mountain Advisors LLC 119.318 -11,25 7.008 -11,44
2026-04-16 13F Balboa Wealth Partners 56.281 -14,53 3.295 -14,82
2026-02-13 13F Morgan Stanley 23.769.661 7,63 1.395.992 7,41
2026-02-17 13F Gotham Asset Management, LLC 52.765 0,00 3.099 -0,23
2026-04-17 13F Values First Advisors, Inc. 164.293 1,78 9.618 1,46
2026-02-09 13F Strategic Financial Services, Inc, 533.529 31.345
2025-11-04 13F Lord & Richards Wealth Management, LLC 0 -100,00 0 -100,00
2026-04-15 13F Fifth Third Securities, Inc. 13.529 7,62 792 7,18
2026-04-16 13F Five Pine Wealth Management 24.773 67,33 1.450 66,86
2026-02-02 13F Mutual Advisors, LLC 0 -100,00 0 -100,00
2026-02-12 13F Wealthspire Advisors, LLC 0 -100,00 0
2026-01-23 13F Diversify Advisory Services, LLC 7.056 5,44 414 5,61
2026-01-26 13F Elevation Capital Advisory, LLC 0 -100,00 0
2026-02-20 13F/A Prestige Wealth Management Group LLC 0 -100,00 0
2026-02-06 13F HighTower Advisors, LLC 1.910.663 -4,19 112.213 -4,38
2026-02-09 13F Avalon Trust Co 985 0,00 58 0,00
2026-02-17 13F Hilltop Holdings Inc. 11.703 0,29 687 0,15
2026-02-09 13F Alta Advisers Ltd 435.327 -34,34 22.364 -41,00
2025-10-31 13F JFG Wealth Management, LLC 3.776 0,00 222 0,45
2026-04-21 13F Cambient Family Office, Llc 70.192 221,41 4.109 220,51
2026-04-20 13F Courier Capital Llc 7.178 -1,40 420 -1,64
2025-11-10 13F Siligmueller & Norvid Wealth Advisors LLC 11.724 18,60 733 26,82
2026-04-21 13F Centennial Advisors, LLC 0 -100,00 0
2026-04-09 13F Life Line Wealth Management Llc 7.571 0,61 443 0,45
2026-01-23 13F Carnegie Capital Asset Management, LLC 540.332 0,24 31.734 0,03
2025-11-12 13F Kingsview Wealth Management, LLC 0 -100,00 0
2026-04-21 13F MBE Wealth Management, LLC 18.655 -16,59 1.092 -16,83
2026-02-03 13F Alpha Cubed Investments, LLC 4.960 0,00 291 0,00
2026-04-21 13F Marietta Wealth Management, LLC 69.271 3,72 4.055 3,39
2026-04-20 13F Independent Wealth Network Inc. 9.508 99,41 557 98,57
2026-02-09 13F Coldstream Capital Management Inc 1.400.031 27,84 82.224 27,57
2026-04-21 13F Vise Technologies, Inc. 404.642 0,00 23.765 0,00
2026-02-13 13F 17 Capital Partners, Llc 10.040 590
2026-04-27 13F Truist Financial Corp 1.067.888 -3,68 62.514 -3,99
2026-02-13 13F Kestra Advisory Services, LLC 0 -100,00 0
2026-02-17 13F Main Street Financial Solutions, LLC 12.245 12,61 719 12,52
2026-02-13 13F Wright Wealth Llc 296.109 17.390
2026-02-13 13F Resources Investment Advisors, LLC. 146.378 -0,15 8.597 -0,35
2026-04-03 13F First County Bank /CT/ 12.194 -4,18 714 -4,55
2026-04-10 13F Armstrong Advisory Group, Inc 661.171 22,87 38.705 22,47
2026-04-15 13F Financial Management Professionals, Inc. 819 0,49 48 0,00
2026-04-23 13F First Pacific Financial 476 28
2026-02-06 13F Forefront Wealth Partners, LLC 0 -100,00 0
2026-02-10 13F Sage Investment Advisers LLC 0 -100,00 0
2026-01-30 13F Archer Investment Corp 833 0,36 49 0,00
2026-02-03 13F RWM Asset Management, LLC 3.500 0,00 206 0,00
2026-04-17 13F Morris Financial Concepts, Inc. 1.269 0,00 74 0,00
2026-02-13 13F Manufacturers Life Insurance Company, The 0 -100,00 0
2026-01-29 13F Middleton & Co Inc/ma 178.204 8,08 10.466 7,86
2026-01-12 13F AllSquare Wealth Management LLC 7.913 11,64 466 11,78
2026-04-13 13F Compass Ion Advisors, LLC 15.937 -20,11 933 -20,41
2026-04-17 13F 55 North Private Wealth, LLC 3.961 0,00 232 -0,43
2026-02-23 13F Walser Wealth Management Company, A Ltd Liability Co 9.319 547
2026-01-22 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 13.539 -1,21 795 -1,49
2026-04-23 13F American National Bank 27.681 13,74 1.620 13,37
2026-02-13 13F Lifeworks Advisors, LLC 14.832 -1,61 871 -1,80
2026-04-28 13F TritonPoint Partners, LLC 15.974 935
2026-04-07 13F Park Avenue Securities Llc 473.656 7,24 28 8,00
2026-04-13 13F Hm Payson & Co 176.228 3,49 10.316 3,16
2026-02-13 13F State Street Corp 4.400.000 0,00 258.412 -0,20
2026-04-13 13F CJM Wealth Advisers, Ltd. 9.574 11,96 560 11,55
2026-04-27 13F FSM Wealth Advisors, LLC 9.986 0,00 585 -0,34
2026-01-26 13F Greenwood Capital Associates Llc 170.757 -0,37 10.029 -0,58
2026-02-17 13F LaSalle St. Investment Advisors, LLC 16.399 3,20 1
2026-02-12 13F CIBC Private Wealth Group, LLC 6.953 9,43 408 9,38
2026-04-15 13F Perkins Coie Trust Co 2.522 0,00 148 -0,68
2026-02-06 13F Morling Financial Advisors, LLC 475.730 8,81 27.940 8,59
2026-01-20 13F Sanibel Captiva Trust Company, Inc. 7.108 0,00 417 -0,24
2026-02-09 13F Green Square Capital Advisors Llc 4.040 0,02 237 0,00
2026-01-13 13F Stephens Consulting, LLC 279 -50,27 16 -51,52
2026-04-21 13F Colony Family Offices, LLC 92.770 -1,64 5.431 -1,97
2026-04-14 13F Pacific Capital Wealth Advisors, Inc 5.185 304
2026-01-27 13F Krilogy Financial LLC 0 -100,00 0
2026-02-02 13F Essex Savings Bank 0 -100,00 0
2026-02-04 13F Midwest Trust Co 3.578 210
2026-04-23 13F 626 Financial, LLC 9.647 565
2026-01-29 13F UBS Group AG 2.515.363 7,11 147.727 6,89
2026-01-30 13F Laurel Wealth Advisors LLC 990 58
2026-04-17 13F Ignite Planners, LLC 8.877 0,99 439 -15,28
2026-02-06 13F Advisory Alpha, LLC 1.301.362 1,36 76.431 1,37
2026-02-17 13F Align Financial, LLC 91.912 92
2026-01-15 13F Allspring Global Investments Holdings, LLC 0 -100,00 0
2026-02-06 13F Envestnet Portfolio Solutions, Inc. 25.605 -14,93 1.504 -15,13
2026-02-17 13F Integrated Advisors Network LLC 143.977 9,00 8.456 8,77
2026-02-12 13F Guardsman Private Capital Management, Inc. 226.901 13.326
2026-04-10 13F Voisard Asset Management Group, Inc. 276.249 4,27 16.172 3,93
2025-11-12 13F Mach-1 Financial Group, Inc. 0 -100,00 0 -100,00
2026-02-10 13F Dynasty Wealth Management, Llc 36.396 -67,62 2.138 -67,69
2026-02-12 13F Sun Life Financial Inc 26.450 -39,20 2 -50,00
2026-04-09 13F Cliftonlarsonallen Wealth Advisors, Llc 0 -100,00 0
2026-04-16 13F True Vision MN LLC 3.611 211
2026-04-16 13F McClarren Financial Advisors, Inc. 5.297 4.427,35 310 -20,51
2026-04-17 13F Defined Wealth Management, Llc 20.584 1,54 1.205 1,18
2026-02-10 13F Nomura Asset Management Co Ltd 1.040.277 21,74 61.095 21,50
2025-11-12 13F Modern Wealth Management, LLC 0 -100,00 0
2026-02-03 13F Bokf, Na 261.568 24,68 15.362 24,43
2026-04-08 13F Community Financial Services Group, LLC 275 16
2026-04-23 13F Sellwood Investment Partners LLC 12.435 -4,65 728 -4,97
2026-02-13 13F Gould Asset Management Llc /ca/ 593.060 3,76 34.830 3,55
2026-02-04 13F Independent Advisor Alliance 29.482 -12,07 1.731 -12,27
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 969 0,00 57 0,00
2026-02-05 13F Peak Asset Management, LLC 382.255 4,79 22.450 4,57
2026-02-06 13F Vestmark Advisory Solutions, Inc. 6.595 387
2026-01-27 13F Northern Financial Advisors Inc 0 -100,00 0
2026-02-17 13F Mittelman Wealth Management 9.613 11,68 565 11,46
2026-02-04 13F Heritage Wealth Management, Inc. /CA/ 125.686 5,44 7.382 5,22
2026-04-10 13F Brucke Financial, Inc. 84.813 39,04 4.965 38,58
2026-02-10 13F Portland Global Advisors LLC 814.006 8,77 47.807 8,54
2026-02-17 13F Captrust Financial Advisors 186.170 20,05 10.934 19,80
2026-01-05 13F Noble Wealth Management PBC 0 -100,00 0
2026-02-17 13F Mercer Global Advisors Inc /adv 804.412 -6,29 47.243 -6,48
2026-04-23 13F Ameliora Wealth Management Ltd. 300 18
2026-01-20 13F Raab & Moskowitz Asset Management LLC 11.237 3,69 660 3,45
2026-02-03 13F Winch Advisory Services, LLC 498.840 2,66 29.297 2,45
2026-02-09 13F Kuhn & Co Investment Counsel 33.339 0,23 1.958 0,05
2026-02-17 13F Johns Hopkins University 616.877 0,00 36.229 -0,20
2026-04-07 13F Blueline Advisors Llc 3.457 -42,78 202 -42,94
2026-01-28 13F N.E.W. Advisory Services LLC 17.830 4,31 1.047 4,18
2026-02-04 13F Cascade Wealth Advisors, Inc 265.515 -6,47 15.607 -6,39
2026-01-30 13F Delta Investment Management, LLC 9.258 -20,78 544 -20,96
2025-11-05 13F Beacon Harbor Wealth Advisors, Inc. 0 -100,00 0
2026-04-27 13F HB Wealth Management, LLC 74.747 -19,72 4.376 -19,99
2026-04-27 13F Taylor, Cottrill, Erickson & Associates, Inc. 7.060 62,30 413 61,96
2026-02-11 13F LPL Financial LLC 3.500.601 28,80 205.590 28,54
2025-11-04 13F Guerra Advisors Inc 328 19
2026-04-17 13F Signal Advisors Wealth, LLC 129.283 27,16 7.568 26,77
2025-11-14 13F L2 Asset Management, LLC 0 -100,00 0 -100,00
2026-02-10 13F Easterly Investment Partners Llc 4.639 -15,49 272 -15,79
2026-04-22 13F BluePrint Investing LLC 332.808 3,89 19.483 3,55
2026-02-12 13F Mason Investment Advisory Services, Inc. 25.094 1.474
2026-04-06 13F GAMMA Investing LLC 0 -100,00 0
2026-02-06 13F SoundView Advisors Inc. 0 -100,00 0
2026-02-09 13F Texas Capital Bank Wealth Management Services Inc 0 -100,00 0
2026-04-21 13F Paradigm Financial Partners, Llc 0 -100,00 0
2026-01-20 13F Aspiriant, Llc 15.830 -0,62 930 -0,85
2026-02-11 13F Strategic Advocates LLC 865 0,00 51 0,00
2026-01-30 13F BancorpSouth Bank 22.853 29,45 1.342 29,29
2026-02-17 13F Strive Financial Group ,LLC 17.269 1.014
2026-04-08 13F Hummer Financial Advisory Services Inc 20.000 0,00 1.171 -0,34
2026-02-13 13F Motiv8 Investments LLC 1.000 0
2026-02-02 13F B.O.S.S. Retirement Advisors, LLC 21.081 -68,74 1.238 -68,80
2026-02-13 13F TRUE Private Wealth Advisors 12.420 11,11 729 10,96
2026-02-18 13F GWM Advisors LLC 203.939 46,16 11.977 45,87
2026-02-13 13F Solstein Capital, LLC 16 0,00 1
2026-04-13 13F Ullmann Financial Group, Inc. 393.038 18,40 23.008 17,78
2026-04-20 13F Sowell Financial Services LLC 8.707 -0,61 510 -0,97
2026-04-27 13F Western Reserve Capital Management, LLC 6.680 -7,81 391 -8,00
2026-02-05 13F HighMark Wealth Management LLC 476 28
2026-02-17 13F Banco Bilbao Vizcaya Argentaria, S.a. 0 -100,00 0
2026-01-21 13F West Paces Advisors Inc. 15.014 882
2026-01-29 13F Klingman & Associates, LLC 9.273 0,00 545 -0,18
2026-02-17 13F Ameriprise Financial Inc 3.426.536 2,41 201.245 2,31
2026-04-17 13F HHM Wealth Advisors, LLC 0 -100,00 0
2026-04-28 13F Titan Investment Management LLC 61.635 7,97 3.608 7,64
2026-02-17 13F Two Sigma Securities, Llc 0 -100,00 0
2026-02-13 13F Integrity Financial Corp /WA 1.541 0,00 91 0,00
2026-04-17 13F Discipline Wealth Solutions, LLC 281.084 172,36 16.455 171,47
2026-02-10 13F Garde Capital, Inc. 0 -100,00 0
2026-01-13 13F Kathmere Capital Management, LLC 96.759 4,81 5.683 4,60
2026-01-30 13F Citizens Financial Group Inc/ri 81.153 1,03 4.766 0,83
2025-11-14 13F Brass Tax Wealth Management, Inc 5.744 0,03 338 0,30
2026-02-04 13F Hallmark Capital Management Inc 10.024 -0,18 589 -0,34
2026-02-05 13F Thrivent Financial For Lutherans 133.937 58,18 8 75,00
2026-02-11 13F Everett Harris & Co /ca/ 70.880 39,53 4.163 39,24
2026-02-12 13F Chilton Capital Management Llc 0 -100,00 0
2026-04-24 13F United Community Bank 20.537 1.202
2026-02-05 13F Mission Wealth Management, Lp 3.931 0,00 231 -0,43
2026-04-27 13F Wbh Advisory Inc 346.364 4,56 20.207 3,86
2026-01-29 13F D.a. Davidson & Co. 7.696 -0,81 452 -1,10
2026-02-03 13F McIlrath & Eck, LLC 95.569 21,88 5.613 21,63
2026-02-05 13F AlphaCore Capital LLC 1.600 94
2026-01-23 13F R. W. Roge & Company, Inc. 9.369 -1,58 1
2026-02-03 13F Insight 2811, Inc. 823.748 1,61 48.379 1,40
2026-04-15 13F Wolff Financial Management Llc 478.050 4,28 27.985 3,94
2026-04-15 13F Activest Wealth Management 57 0,00 3 0,00
2026-02-04 13F LRI Investments, LLC 11.315 0,00 665 -0,15
2026-02-03 13F Retirement Planning Group 1.201.892 5,12 70.587 4,91
2026-02-11 13F Stirlingshire Investments, Inc. 5.397 317
2026-02-05 13F TrueWealth Financial Partners 0 -100,00 0
2026-02-13 13F Advyzon Investment Management, LLC 17.093 47,54 1.004 47,28
2026-02-13 13F Chandler Asset Management, Inc. 38.160 0,43 2.241 0,22
2026-02-05 13F Vertex Investment Solutions Co., Ltd. 168.500 9.898
2026-02-17 13F Lazard Asset Management Llc 169.788 -3,37 9.972 -3,57
2026-02-04 13F Fourth Dimension Wealth, LLC 3 0,00 0
2026-02-09 13F White Lighthouse Investment Management Inc. 74.371 7,07 4.368 6,85
2026-02-12 13F Penserra Capital Management LLC 1.912.299 50,97 112 51,35
2026-02-17 13F Cetera Investment Advisers 933.172 -12,62 54.805 -12,80
2026-04-23 13F SMART Wealth LLC 36.285 -25,29 2.124 -25,53
2026-01-28 13F Wingate Wealth Advisors, Inc. 6.512 382
2026-02-11 13F OneAscent Investment Solutions LLC 88.728 0,00 5.211 -0,21
2025-12-05 13F Vestwell Advisors, LLC 541 -20,82
2026-02-12 13F Schiavi & Co LLC 16.062 223,63 943 222,95
2026-04-24 13F Kendall Capital Management 5.805 -15,26 340 -15,67
2026-04-08 13F Arlington Trust Co LLC 3.092.443 179.172,06 181.032 179.138,61
2026-04-13 13F Invariant Investment Management 4.674 -14,68 273 -14,95
2026-04-14 13F USA Financial Portformulas Corp 1.189 70
2026-02-12 13F Wayfinding Financial, LLC 3.536 0
2026-02-11 13F Buckingham Strategic Partners 20.544 -70,10 1.207 -70,13
2026-02-04 13F Global Wealth Management Investment Advisory, Inc. 389.123 9,58 22.853 9,36
2026-04-20 13F Jfs Wealth Advisors, Llc 1.600 0,06 94 0,00
2026-04-17 13F Webster Bank, N. A. 2.015 0,00 118 -0,85
2026-04-09 13F Central Valley Advisors, Llc 4.856 284
2026-04-22 13F Investment Advisory Group, LLC 42.124 -3,09 2.466 -3,41
2026-02-13 13F McAdam, LLC 7.201 -4,36 423 -4,74
2026-04-15 13F Curran Financial Partners, LLC 85.950 19,32 5.032 18,94
2026-02-11 13F TCTC Holdings, LLC 962 0,00 56 0,00
2026-04-24 13F UMA Financial Services, Inc. 0 -100,00 0
2026-02-06 13F EverSource Wealth Advisors, LLC 154.223 18,25 9.058 18,01
2026-04-23 13F Bell Bank 13.253 -55,73 776 -55,92
2026-01-27 13F Shayne & Co., Llc 35.855 0,73 2.106 0,53
2026-02-17 13F Valley Financial Group, Inc. 60.813 -9,70 3.572 -9,89
2026-04-14 13F Compton Wealth Advisory Group, LLC 161.013 4,65 9.394 3,96
2026-02-17 13F NorthRock Partners, LLC 4.732.147 7,78 277.919 7,56
2026-02-14 13F Rockefeller Capital Management L.P. 625.031 -38,52 35.728 -40,28
2026-01-21 13F DMG Group, LLC 4.383 23,19 257 22,97
2026-01-21 13F Impact Investors, Inc 61.331 44,55 3.602 44,27
2026-04-10 13F Lake Hills Wealth Management, LLC 10.355 -14,24 606 -14,53
2026-03-05 13F Bush Investment Group, Llc 0 -100,00 0
2026-02-17 13F Centennial Bank/AR/ 2.504 147
2026-02-18 13F Financial Advisory Service, Inc. 253 0,00 15 0,00
2026-02-09 13F Studio Investment Management Llc 257.299 5,31 15.111 5,10
2026-04-27 13F Tennessee Valley Asset Management Partners 78.797 -4,60 4.613 -4,91
2026-01-08 13F Spartan Planning & Wealth Management 0 -100,00 0 -100,00
2026-02-17 13F Dauntless Investment Group, LLC 0 0
2026-01-12 13F CVA Family Office, LLC 6.475 -0,18 380 -0,26
2026-02-13 13F Ausdal Financial Partners, Inc. 43.692 -4,85 2.566 -5,03
2026-04-20 13F Kestra Private Wealth Services, Llc 19.859 -4,09 1.163 -4,44
2026-04-16 13F Addis & Hill, Inc 14.892 -0,49 872 -0,80
2026-02-10 13F MidAtlantic Capital Management, Inc. 2.887 170
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-04-27 13F Marotta Asset Management 109.376 11,95 6.381 11,19
2026-04-20 13F Verus Financial Partners, Inc. 26.690 -12,59 1.561 -13,04
2026-01-23 13F Steigerwald, Gordon & Koch Inc. 1.319 77
2026-02-11 13F Fund Evaluation Group, LLC 28.029 -12,71 1.646 -12,86
2026-04-24 13F Mills Wealth Advisors LLC 24.489 1.434
2026-04-21 13F Pacific Sage Partners, LLC 637.238 9,42 37.304 9,07
2026-04-27 13F PFG Investments, LLC 22.421 -2,31 1.313 -2,60
2026-02-13 13F SRS Capital Advisors, Inc. 40.238 2.363
2026-02-19 13F TMB Capital Partners, LLC 7.890 463
2026-04-21 13F Pallas Capital Advisors LLC 6.551 0,00 383 -0,26
2026-04-10 13F Octavia Wealth Advisors, LLC 91.209 -44,24 5.339 -44,42
2026-02-17 13F Snowden Capital Advisors LLC 16.402 4,16 963 4,00
2026-02-03 13F Fire Capital Management LLC 58.549 3.439
2026-02-17 13F Fmr Llc 15.032 0,46 883 0,23
2026-01-27 13F TD Waterhouse Canada Inc. 122.404 6,67 7.189 6,68
2026-04-28 13F Stratos Wealth Advisors, LLC 5.434 -98,67 318 -98,67
2026-04-08 13F Charis Legacy Partners, LLC 6.018 -5,32 352 -5,63
2026-04-23 13F Glass Jacobson Investment Advisors llc 40.096 -0,79 2.347 -1,10
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 10.507 -0,06 615 -0,32
2026-01-21 13F Petra Financial Advisors Inc 8.517 1,03 500 0,81
2026-02-03 13F Orion Capital Management LLC 537 196,69 32 210,00
2026-01-26 13F MOKAN Wealth Management Inc. 242.230 10,66 14.226 10,43
2026-04-13 13F Cordant, Inc. 482.982 3,08 28.274 2,74
2026-02-03 13F Farmers & Merchants Investments Inc 0 -100,00 0
2026-01-07 13F Procyon Private Wealth Partners, LLC 10.806 17,18 635 16,97
2026-04-15 13F Braun-Bostich & Associates Inc. 13.139 0,51 769 0,26
2025-11-12 13F CIBC Bancorp USA Inc. 9.072 534
2026-01-12 13F Rialto Wealth Management, LLC 3.851 -28,84 226 -28,93
2026-02-09 13F Cary Street Partners Financial Llc 36.217 5,39 2.127 5,19
2026-04-07 13F Anderson Hoagland & Co 407.510 10,60 23.856 10,25
2026-04-27 13F Cape Ann Savings Bank 142.722 1,33 8.355 1,00
2026-02-06 13F Hexagon Capital Partners LLC 97.772 5,06 5.742 4,86
2026-04-02 13F MJT & Associates Financial Advisory Group, Inc. 0 -100,00 0
2026-04-23 13F Accurate Wealth Management, LLC 44.797 -14,24 2.617 -14,70
2026-02-13 13F Clarity Asset Management, Inc. 0 -100,00 0
2026-02-11 13F Miller Investment Management, LP 1.483.390 39,68 87.119 39,39
2026-04-10 13F Novem Group 189.693 11.105
2026-02-10 13F Avestar Capital, LLC 18.492 7,94 1.086 7,74
2026-02-12 13F Mark Sheptoff Financial Planning, Llc 255 0,00 15 -6,67
2026-04-20 13F Echo45 Advisors LLC 103.512 3,30 6.060 2,96
2026-01-23 13F Intelligence Driven Advisers, LLC 31.350 -18,14 1.841 -18,29
2026-04-08 13F Winter & Associates, Inc. 14.773 4,72 862 3,99
2026-04-21 13F Mayport, Llc 1.205.223 10,26 70.554 9,91
2026-04-23 13F Global Trust Asset Management, LLC 29.741 1.741
2026-02-02 13F Estate Counselors, LLC 147.532 19,92 8.665 19,67
2026-04-20 13F First Bancorp, Inc /ME/ 29.417 0,00 1.722 -0,29
2026-02-17 13F Amussen Hunsaker Associates Llc 32.045 38,44 1.882 38,18
2026-04-27 13F Capital Advisors Inc/ok 935.053 26.441,39 54.738 26.471,84
2026-02-06 13F New Millennium Group LLC 59 0,00 3 0,00
2026-02-17 13F Jump Financial, LLC 76.755 4.508
2026-02-17 13F Agf Management Ltd 27.600 12,88 1.621 12,66
2026-04-28 13F Nbt Bank N A /ny 4.981 52,14 292 52,36
2026-04-16 13F BridgePort Financial Solutions, LLC 6.857 0,00 401 -0,25
2026-01-23 13F Clear Creek Financial Management, LLC 0 -100,00 0
2025-11-03 13F Jim Saulnier & Associates, Llc 0 -100,00 0
2026-02-05 13F Maxele Advisors, LLC 4.325 0,00 254 0,00
2026-02-06 13F Cedar Wealth Management, LLC 7.721 0,59 453 0,44
2026-04-09 13F Veracity Capital LLC 10.401 0,00 609 -0,33
2026-02-13 13F Neuberger Berman Group LLC 9.206 541
2026-01-28 13F Chicago Partners Investment Group LLC 206.647 0,92 12.140 0,60
2026-01-29 13F RMG Wealth Management LLC 143 11
2026-01-27 13F PFG Advisors 37.352 11,87 2.194 11,66
2026-01-26 13F Valmark Advisers, Inc. 1.348.251 2,78 79.183 2,57
2026-02-26 13F/A Authentikos Wealth Advisory, LLC 0 -100,00 0
2026-02-10 13F Foundations Investment Advisors, LLC 302.545 -6,62 17.768 -6,81
2026-01-15 13F Sollinda Capital Management LLC 170.630 -6,50 10.021 -6,69
2026-04-13 13F Arkansas Financial Group, Inc. 22.608 27,69 1.321 27,05
2026-04-22 13F Pinnacle Bancorp, Inc. 42.600 12,77 2.494 12,40
2026-02-13 13F Retirement Capital Strategies 8.583 0,00 504 -0,20
2026-04-13 13F IFP Advisors, Inc 17.374 50,28 1.017 50,00
2026-02-17 13F Creative Planning 1.470.074 -7,68 86.337 -7,87
2026-01-26 13F SeaBridge Investment Advisors LLC 16.848 -0,84 989 -1,00
2026-02-17 13F Nepc Llc 1.993.299 62,49 117.066 62,16
2026-04-16 13F Kure Advisory, LLC 260.320 5,30 15.239 4,97
2026-02-17 13F Trustmark National Bank Trust Department 1.078.654 6,76 63.349 6,54
2026-02-11 13F Flagship Wealth Advisors, Llc 29.916 -1,81 1.757 -2,06
2026-02-13 13F Integrated Wealth Concepts LLC 235.417 -3,40 13.826 -3,60
2026-02-09 13F Roundview Capital LLC 180.570 11,19 10.605 10,96
2026-02-17 13F Cape Investment Advisory, Inc. 180 11
2026-03-04 13F SHP Wealth Management 3.251 191
2026-02-11 13F Lowe Brockenbrough & Co Inc 357.782 25,63 21.013 25,38
2026-02-10 13F Savant Capital, LLC 23.611 1,18 1.387 0,95
2026-02-12 13F Hollencrest Capital Management 714 0,00 42 -2,38
2026-02-05 13F Cambridge Investment Research Advisors, Inc. 334.555 -2,97 20 -5,00
2026-04-21 13F FLP Wealth Management, LLC 0 -100,00 0
2026-02-11 13F Vista Cima Wealth Management LLC 16.130 -0,13 947 -0,32
2026-01-27 13F First Horizon Corp 19.599 0,78 1.151 0,61
2026-02-05 13F Unconventional Investor, LLC 165.875 63,34 9.742 63,06
2026-02-13 13F A4 Wealth Advisors LLC 3.643 -33,41 214 -33,64
2026-01-27 13F Human Investing LLC 318.111 4,34 18.683 4,13
2026-02-02 13F WJ Financial Advisors LLC 5.541 -6,98 325 -7,14
2026-02-10 13F Ritter Daniher Financial Advisory LLC / DE 585 34
2026-02-13 13F Kilter Group LLC 325 364,29 19 375,00
2025-11-04 13F Pineridge Advisors LLC 905 -14,06 53 -13,11
2026-02-06 13F McKinley Carter Wealth Services, Inc. 0 -100,00 0
2026-02-06 13F GLOBALT Investments LLC / GA 12.032 707
2026-04-23 13F Intrua Financial, LLC 14.330 -5,18 839 -5,52
2026-04-16 13F IVC Wealth Advisors LLC 5.644 1,29 330 0,92
2026-02-06 13F BOK Financial Private Wealth, Inc. 22.753 9,86 1.336 9,69
2026-02-05 13F Bessemer Group Inc 0 -100,00 0
2026-02-17 13F Scopus Asset Management, L.p. 512.714 0,00 30.112 -0,21
2026-02-26 13F Oak Grove Capital LLC 97.400 177,49 5.720 177,00
2026-02-11 13F SOUTH STATE Corp 625 331,03 37 350,00
2026-04-10 13F Level Financial Advisors, Inc. 511.047 2,04 29.917 1,71
2026-04-28 13F Atticus Wealth Management, Llc 5.208 -7,13 305 -7,60
2026-01-29 13F True Link Financial Advisors, LLC 0 -100,00 0
2026-02-02 13F Alliance Wealth Advisors, LLC /UT 51.618 3.032
2026-02-10 13F Bnp Paribas Arbitrage, Sa 47.124 17,47 2.768 17,25
2026-02-10 13F Koss-Olinger Consulting, LLC 0 -100,00 0
2025-11-12 13F Alpha Advisors, LLC/VA 0 -100,00 0 -100,00
2026-04-03 13F Waller Financial Planning Group, Inc 0 -100,00 0
2026-02-02 13F Manhattan West Asset Management, LLC 14.274 -44,77 838 -44,90
2026-02-03 13F Manning & Napier Advisors Llc 2.047 3.913,73 120 3.900,00
2026-02-11 13F E&R Wealth Management, LLC 269.707 15.840
2026-02-13 13F Wells Fargo & Company/mn 3.756.657 -0,55 220.628 -0,75
2026-04-09 13F Everhart Financial Group, Inc. 0 -100,00 0
2026-01-26 13F Mirae Asset Global Investments Co., Ltd. 181.120 0,60 10.637 0,41
2026-02-12 13F Zevin Asset Management Llc 169.373 9.947
2026-03-04 13F AG Campbell Advisory, LLC 3.772 222
2025-11-03 13F Townsquare Capital Llc 14.329 -12,36 843 -12,28
2026-02-12 13F Kovack Advisors, Inc. 46.247 4,98 2.530 -2,39
2025-11-12 13F Accredited Wealth Management, LLC 5.060 -93,29 4.845 9,24
2026-02-10 13F Meitav Dash Investments Ltd 10.287 65,52 604 65,48
2026-02-11 13F Disciplina Capital Management LLC 2.900 170
2026-02-12 13F Metropolitan Life Insurance Co/ny 123.600 -12,09 7.259 -12,27
2026-02-13 13F Citigroup Inc 884.954 1,53 51.973 1,32
2026-04-22 13F Caldwell Trust Co 2.731 0,00 160 -0,62
2025-11-14 13F Envision Financial Planning, LLC 0 -100,00 0
2026-04-08 13F Whitcomb & Hess, Inc. 266.677 1,69 15.611 1,31
2026-02-11 13F O'shaughnessy Asset Management, Llc 193 -1,53 11 0,00
2026-02-11 13F Franklin Resources Inc 541.627 3,22 31.810 3,01
2026-02-17 13F Redwood Investment Management, Llc 12.047 19,38 1
2026-02-17 13F Laird Norton Trust Company, Llc 3.494 205
2026-02-10 13F Rothschild Investment Llc 850 0,00 50 -2,00
2026-02-17 13F Crabel Capital Management, LLC 4.277 251
2026-02-06 13F Axxcess Wealth Management, Llc 1.722.662 488,17 101.172 486,97
2026-01-14 13F ORG Partners LLC 48.716 37,24 2.861 40,94
2026-01-23 13F Natural Investments, Llc 0 -100,00 0
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 125.276 -3,07 7.334 -3,39
2026-02-12 13F M1 Capital Management LLC 5.712 18,53 335 18,37
2026-02-13 13F First National Bank Of Omaha 462.117 27.154
2026-01-21 13F Woodmont Investment Counsel Llc 134.860 -2,36 7.920 -2,56
2025-11-14 13F Eqis Capital Management, Inc. 0 -100,00 0
2025-11-14 13F Flow Traders U.s. Llc 0 -100,00 0
2026-01-29 13F Index Fund Advisors, Inc. 26.995 38,64 1.585 38,43
2026-02-11 13F Capital Analysts, Inc. 4.140 0,17 0
2026-02-17 13F Compass Wealth Management, LLC/GA 415.339 -3,52 24.393 -3,72
2026-02-13 13F Jacobi Capital Management LLC 5.074 -20,14 298 -20,11
2026-04-20 13F Eagle Strategies LLC 12.424 13,76 727 13,42
2026-02-13 13F Mosaic Family Wealth Partners, Llc 0 -100,00 0
2026-04-23 13F Spinnaker Trust 0 -100,00 0
2026-04-15 13F Websterrogers Financial Advisors, Llc 233.326 2,31 13.659 1,97
2026-01-29 13F Rockwood Wealth Management, LLC 15.517 48,49 911 48,37
2026-04-24 13F Essex Financial Services, Inc. 6.254 0,00 366 -0,27
2026-04-17 13F Certified Advisory Corp 130.677 0,91 7.650 0,58
2026-04-14 13F Arvest Investments, Inc. 74.708 2,23 4.373 1,91
2026-02-12 13F BlackRock, Inc. 56.953 3.345
2026-02-03 13F Emerald Investment Partners, Llc 0 -100,00 0
2026-02-05 13F New York Life Investment Management Llc 2.786.774 221,89 163.667 221,24
2026-02-11 13F Parallel Advisors, LLC 7.377 -13,14 433 -13,23
2026-04-07 13F Farther Finance Advisors, LLC 310.421 -9,11 18.110 -9,71
2026-02-06 13F Larson Financial Group LLC 1.489 -10,73 87 -11,22
2026-02-10 13F Sfmg, Llc 5.987 0,00 352 -0,28
2025-11-04 13F American Assets Capital Advisers, LLC 230.855 0,00 13.586 0,12
2026-02-23 13F Beaird Harris Wealth Management, LLC 22.587 0,01 1.327 -0,23
2026-01-21 13F Modera Wealth Management, LLC 10.186 2,79 598 2,57
2026-02-17 13F Fairscale Capital, LLC 2.033 0,00 119 0,00
2026-02-12 13F Financial Engines Advisors L.L.C. 7.610 1,24 447 0,90
2026-02-13 13F Arete Wealth Advisors, LLC 21.743 8,43 1 0,00
2026-04-24 13F Shah Capital Management 342.990 -3,70 20.079 -4,02
2026-04-08 13F Beacon Financial Strategies CORP 138.179 1,50 8.089 1,18
2026-04-16 13F Brookstone Capital Management 528.993 1,14 30.967 0,81
2026-01-23 13F Stanich Group LLC 0 -100,00 0
2026-02-03 13F Silver Oak Advisory Group, Inc. 14.610 10,51 1
2026-04-23 13F McMillan Office, Inc. 7.700 0,00 451 -0,44
2026-04-16 13F GEN Financial Management, INC. 217.502 -6,35 12.733 -6,66
2026-04-22 13F Janney Montgomery Scott LLC 33.631 6,90 2 0,00
2026-04-16 13F Phillips Financial Management, Llc 814 0,00 48 0,00
2026-04-24 13F Keybank National Association/oh 6.428 -3,48 376 -3,84
2026-01-29 13F Washington Capital Management Inc 0 -100,00 0 -100,00
2026-02-13 13F Baird Financial Group, Inc. 8.958.632 33,75 526.140 33,48
2026-04-21 13F AEGON USA Investment Management, LLC 13.500 0,00 790 -0,25
2026-02-10 13F SCS Capital Management LLC 167.556 -7,14 9.841 -7,34
2026-04-16 13F Capstone Wealth Management Group LLC 5.671 -2,59 332 -2,93
2026-02-12 13F Colonial Trust Co / SC 153 -54,19 9 -57,89
2026-02-17 13F Pinnacle Financial Partners, Inc. 19.041 1.118
2026-04-07 13F Orgel Wealth Management, LLC 5.832.672 -27,80 341.445 -28,04
2026-01-26 13F Whittier Trust Co Of Nevada Inc 4.539 1.470,59 267 1.562,50
2026-02-10 13F Elm Partners Management LLC 1.328.709 58,17 78.035 57,85
2026-02-17 13F Cdkv Holdings Llc 3.327 195
2026-02-11 13F Cerity Partners LLC 4.830.914 21,94 283.720 21,69
2026-04-20 13F Apella Capital, LLC 271.647 21,72 15.913 21,42
2026-04-27 13F Meramec Financial Planners, LLC 1.869 3,32 109 2,83
2026-01-27 13F Proffitt & Goodson Inc 14.479 -31,58 850 -31,73
2026-04-21 13F Mesirow Financial Investment Management, Inc. 12.655 20,44 741 19,94
2026-02-13 13F Mariner, LLC 678.569 -3,17 39.853 -3,36
2026-01-23 13F Rsm Us Wealth Management Llc 6.697 -6,73 394 -6,87
2026-01-29 13F Comerica Bank 159.545 9,92 9.370 9,69
2026-02-17 13F Rothschild Capital Partners, LLC 18.355 38,86 1.078 38,61
2026-02-17 13F Jones Financial Companies Lllp 252.163 10,80 14.810 10,69
2026-01-23 13F Optima Capital Llc 1.095 64
2026-01-21 13F Unison Advisors LLC 204.878 3,51 12.033 3,30
2025-10-31 13F National Asset Management, Inc. 0 -100,00 0
2026-04-09 13F TrueWealth Advisors, LLC 21.400 -54,08 1.253 -54,24
2026-04-15 13F Snider Financial Group 4.192 -37,84 245 -38,13
2025-11-04 13F L.m. Kohn & Company 5.420 -15,15 319 -15,20
2026-01-15 13F Saxony Capital Management, LLC 0 -100,00 0
2025-11-12 13F Transce3nd, LLC 0 -100,00 0
2026-04-23 13F Guardian Wealth Management, LLC 151.684 14,54 8.880 14,17
2026-02-12 13F Callan Family Office, LLC 83.772 4.920
2026-01-22 13F Bartlett & Co. Wealth Management Llc 100.201 3,92 5.885 3,70
2026-01-16 13F Birchcreek Wealth Management, LLC 11.711 6,38 688 6,18
2026-04-07 13F Stonekeep Investments, LLC 10.140 5,56 594
2026-04-24 13F Medallion Wealth Advisors, LLC 778 46
2026-02-10 13F Lido Advisors, LLC 447.410 480,05 26.278 478,94
2026-02-12 13F Moneta Group Investment Advisors Llc 4.342 255
2026-02-13 13F Smartleaf Asset Management LLC 13.401 10,82 787 10,69
2025-11-10 13F Dover Advisors, Llc 0 -100,00 0
2026-02-10 13F Thoroughbred Financial Services, Llc 4.070 0,07 0
2026-02-12 13F Elite Financial, Inc. 170.502 5,27 10 11,11
2026-01-21 13F Culbertson A N & Co Inc 81.531 -0,78 4.788 -0,97
2026-04-27 13F 4wealth Advisors, Inc. 56.015 6,33 3.276 5,92
2026-02-05 13F Allworth Financial LP 60.590 -1,83 3.558 -2,04
2026-04-27 13F Transcendent Capital Group LLC 41.252 -0,83 2.415 -1,19
2026-04-07 13F Five Oceans Advisors 528.506 -4,37 30.939 -4,68
2026-04-13 13F Chesley Taft & Associates LLC 11.869 695
2026-04-21 13F Old National Bancorp /in/ 630.940 2,87 36.935 2,54
2026-03-06 13F Union Savings Bank 0 -100,00 0
2026-02-10 13F Allen Investment Management LLC 281.813 0,00 16.551 -0,21
2026-02-02 13F Seizert Capital Partners, Llc 7.806 0,00 458 -0,22
2026-02-11 13F Simplex Trading, Llc 26 2
2025-12-02 13F Innova Wealth Partners 0 -100,00 0
2026-02-05 13F Pinnacle Financial Group, LLC / IL 5.962 350
2026-02-11 13F Wellspring Financial Advisors, LLC 482.502 28.338
2026-04-20 13F Parkway Wealth Management Group, LLC 32.473 15,14 1.898 14,55
2026-02-12 13F Hilton Capital Management, LLC 0 -100,00 0
2026-01-27 13F Institute for Wealth Management, LLC. 72.979 88,37 4.286 88,06
2026-01-13 13F Lionshead Wealth Management, LLC 41.925 -10,87 2.462 -11,05
2026-02-09 13F Leavell Investment Management, Inc. 6.432 -23,72 378 -23,99
2026-04-09 13F Freestate Advisors LLC 3.975 233
2026-02-06 13F Ruedi Wealth Management, Inc. 11.496 -4,64 675 -4,80
2026-02-13 13F Advisory Research Inc 69.657 0,00 4.091 -0,22
2026-03-04 13F Hayek Kallen Investment Management 0 -100,00 0
2026-04-08 13F Evanson Asset Management, LLC 5.899 51,72 345 51,32
2026-04-13 13F Enclave Advisors LLC 5.467 -19,48 320 -19,60
2026-04-21 13F Towneley Capital Management, Inc / DE 23.944 6,79 1.402 6,46
2026-01-07 13F Permanent Capital Management, LP 11.691 1,29 687 1,03
2026-02-13 13F Colony Group, LLC 1.372.846 613,80 80.628 612,39
2026-02-17 13F Vista Investment Management 11.609 682
2026-02-12 13F Brown Brothers Harriman & Co 262 -45,42 15 -46,43
2026-01-20 13F Sovran Advisors, LLC 16.709 3,89 981 3,70
2026-02-10 13F Greenspring Advisors, LLC 17.808 1.046
2026-02-17 13F O'Domhnaill Enterprises, Inc. 81.015 4.758
2026-04-24 13F Brown Financial Advisory 5.029 -16,39 294 -16,71
2026-02-05 13F Disciplined Investments, LLC 160.149 6,16 9.406 5,95
2026-04-09 13F Noble Family Wealth, LLC 7.989 -80,66 468 -80,75
2025-11-14 13F Wolverine Trading, Llc 0 -100,00 0
2026-02-13 13F Transamerica Financial Advisors, Inc. 50.290 2.954
2025-11-03 13F Tobias Financial Advisors, Inc. 0 -100,00 0 -100,00
2026-02-13 13F Parkside Financial Bank & Trust 527 -80,95 31 -81,48
2026-04-23 13F Embree Financial Group 13.401 -27,29 785 -27,54
2026-02-12 13F Absolute Capital Management, LLC 0 -100,00 0
2026-02-03 13F Garner Asset Management Corp 11 1
2026-04-13 13F Gibraltar Capital Management, Inc. 21.948 42,66 1.285 42,19
2026-03-31 13F Sankala Group LLC 4.810 3,75 281 2,56
2026-04-08 13F Legacy Wealth Asset Management, LLC 27.659 12,86 1.619 12,51
2026-04-08 13F LifeGuide Financial Advisors, LLC 40.288 -1,59 2.358 -1,95
2026-02-10 13F Private Wealth Asset Management, LLC 1.035 61
2026-04-16 13F Capital Investment Advisors, LLC 1.135.860 805,54 66.493 802,70
2026-04-17 13F Summit Wealth Partners, LLC 25.571 1,09 1.497 0,74
2026-02-17 13F Bank Of America Corp /de/ 10.404.909 5,10 611.080 4,89
2026-02-06 13F Global Retirement Partners, LLC 17.894 44,36 1.051 44,03
2026-02-11 13F Winnow Wealth Llc 811 -22,69 48 -22,95
2026-02-10 13F Johnson Financial Group, LLC 3.669 215
2026-02-13 13F Nicolet Advisory Services, Llc 194.125 -5,72 11.403 -5,72
2026-04-01 13F BancFirst Trust & Investment Management 25.590 5,48 1.497 4,98
2026-01-29 13F ProVise Management Group, LLC 8.038 0,00 472 -0,21
2026-04-16 13F Diversified Trust Co 5.677 -58,31 332 -58,45
2026-02-04 13F 49 Wealth Management, Llc 923.848 25,77 54.258 25,51
2026-02-17 13F Basso Capital Management, L.p. 6.477 88,01 380 88,12
2026-02-17 13F Cresset Asset Management, LLC 5.808 -58,44 341 -58,52
2025-11-14 13F Maripau Wealth Management Llc 0 -100,00 0 -100,00
2026-04-24 13F Bull Street Advisors, LLC 132.917 -3,36 8 -12,50
2026-01-20 13F Maryland Capital Advisors Inc. 381 0,00 22 0,00
2026-02-13 13F South Plains Financial, Inc. 53.921 -4,35 3.166 -4,55
2026-02-11 13F Truepoint, Inc. 75.633 10,03 4.442 9,79
2026-04-08 13F Safir Wealth Advisors, LLC 107.331 -0,13 6.283 -0,44
2026-04-22 13F Avise Financial Cooperative, Inc. 19.652 19,62 1.150 19,29
2026-02-13 13F PYA Waltman Capital, LLC 41.163 -0,74 2.418 -0,94
2026-02-11 13F Ameritas Investment Partners, Inc. 1.929 113
2026-04-07 13F Eastern Bank 9.145 8,11 535 7,86
2026-04-23 13F Oppenheimer & Co Inc 78.751 5,57 4.610 5,23
2026-02-02 13F Headinvest, Llc 30.414 -2,33 1.786 -2,51
2026-04-17 13F Trinity Wealth Management, LLC 4.488 -0,91 263 -1,13
2026-04-28 13F Robertson Stephens Wealth Management, LLC 85.420 -9,74 5.000 -10,02
2026-02-04 13F Nwam Llc 56.550 5,04 3.322 4,76
2025-11-12 13F Bellwether Advisors, LLC 0 -100,00 0 -100,00
2026-02-17 13F Equitable Holdings, Inc. 20.016 5,50 1.176 5,29
2026-04-17 13F Cora Capital Advisors Llc 0 -100,00 0
2026-02-13 13F Evelyn Partners Investment Management (Europe) Ltd 743 0,00 44 0,00
2026-04-24 13F EJMK Ventures LLC 3.418 -61,30 200 -61,39
2026-01-16 13F Trust Co Of Vermont 59.794 139,82 3.512 139,33
2026-04-22 13F My Personal CFO, LLC 11.419 -2,11 668 -2,48
2026-02-04 13F Dynamic Wealth Strategies, LLC 3.114 13,07 183 12,35
2026-01-21 13F Crews Bank & Trust 280 0,00 16 0,00
2026-04-13 13F Mather Group, Llc. 66.790 23,20 3.910 22,81
2026-02-13 13F Ubs Asset Management Americas Inc 101.095 5.937
2026-02-06 13F VSM Wealth Advisory, LLC 1.297 -99,44 76 -99,59
2026-02-10 13F Vantus Wealth LLC 7.023 412
2026-04-16 13F CWC Advisors, LLC. 84.193 4,20 4.929 3,86
2026-01-21 13F/A Efficient Advisors, LLC 314.362 -20,82 18.462 -20,98
2026-04-13 13F St Germain D J Co Inc 18.443 -6,76 1.080 -7,06
2026-04-27 13F Carter Financial Group, INC. 5.883 -18,86 344 -19,06
2026-02-05 13F Pacitti Group Inc. 21.846 39,32 1.283 39,15
2026-02-06 13F Cypress Capital, LLC 211.186 -4,56 12.403 -4,76
2025-11-14 13F Prelude Capital Management, Llc 0 -100,00 0
2026-04-27 13F Mount Yale Investment Advisors, LLC 28.301 329,13 1.657 327,91
2025-11-13 13F Banque Cantonale Vaudoise 0 -100,00 0
2026-04-28 13F Flagship Harbor Advisors, Llc 47.625 122,59 2.788 121,89
2026-02-13 13F National Bank Of Canada /fi/ 191.135 -3,34 11.225 -3,52
2025-11-12 13F Reyes Financial Architecture, Inc. 0 -100,00 0
2026-02-12 13F First Financial Bankshares Inc 1.302.538 2,50 76.498 2,29
2026-02-17 13F Blair William & Co/il 19.280 3,53 1.132 3,38
2026-04-20 13F Meyer Handelman Co 3.644 0,00 213 -0,47
2026-01-30 13F Aries Wealth Management 7.890 12,04 463 11,84
2026-02-11 13F Cornerstone Financial Group, LLC /NE/ 68.632 0,31 4.031 0,10
2026-01-20 13F Wall Street Access Asset Management, LLC 180 0,00 11 0,00
2026-03-12 13F Nalls Sherbakoff Group, Llc 741 -64,88 44 -65,04
2026-03-04 13F Henson-Edgewater Management, LLC 14.965 879
2026-04-20 13F SILVER OAK SECURITIES, Inc 8.727 -2,85 511 -3,23
2026-02-09 13F Eukles Asset Management 255 -25,87 15 -30,00
2026-02-06 13F Midwestern Financial, LLC /IA 42.273 -3,33 2.483 -3,54
2026-02-12 13F Sand Hill Global Advisors, LLC 18.223 2,91 1.070 2,69
2026-02-10 13F CIBC World Markets Inc. 15.029 8,80 883 8,62
2026-01-16 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1.106.747 5,64 64.999 5,43
2026-02-04 13F Timonier Family Office, LTD. 0 -100,00 0
2026-02-17 13F GeoWealth Management, LLC 41.772 103,77 2.453 103,40
2026-02-17 13F Zacks Investment Management 119.929 -3,38 7.043 -3,59
2026-04-17 13F High Net Worth Advisory Group LLC 8.529 0,00 499 -0,20
2026-04-15 13F Alhambra Investment Partners LLC 76.806 10,45 4.496 10,09
2026-02-13 13F Stifel Financial Corp 137.060 -2,40 8.050 -2,60
2026-02-09 13F King Luther Capital Management Corp 594 -2,62
2026-04-27 13F BIP Wealth, LLC 50.103 105,32 2.933 104,68
2026-02-12 13F Circle Wealth Management, LLC 44.109 13,04 2.591 12,80
2026-01-12 13F Castleview Partners, Llc 0 -100,00 0
2026-02-06 13F Pnc Financial Services Group, Inc. 2.603 -49,67 153 -50,00
2025-11-13 13F Riggs Asset Managment Co. Inc. 0 -100,00 0
2026-02-02 13F Planning Center, Inc. 3.811 0,00 224 -0,45
2026-04-14 13F Nova Wealth Management, Inc. 305 18
2026-02-13 13F Boston Family Office Llc 70.832 8,63 4 33,33
2026-04-10 13F Sunflower Bank, N.A. 0 -100,00 0
2026-04-22 13F Muirfield Wealth Advisors Llc 117.107 -0,22 6.855 -0,55
2026-02-17 13F Russell Investments Group, Ltd. 204.309 11.999
2026-04-20 13F Ronald Blue Trust, Inc. 1.736.049 15,67 101.628 15,30
2026-02-03 13F Diversify Wealth Management, Llc 10.884 -7,28 640 -7,12
2026-02-11 13F First American Trust, Fsb 141.295 8.298
2026-02-02 13F Fifth Third Bancorp 503 -82,98 30 -83,24
2026-02-17 13F Blueprint Investment Partners LLC 0 -100,00 0
2026-04-28 13F Belpointe Asset Management LLC 77.571 7,31 4.541 6,97
2026-02-09 13F Mmbg Investment Advisors Co. 16.615 0,00 976 -0,20
2026-04-13 13F Massmutual Trust Co Fsb/adv 501.063 -0,80 29.332 -1,12
2026-02-12 13F Strata Wealth Advisors, LLC 905.348 1,85 53.171 1,64
2026-04-21 13F Welch Group, LLC 66.335 4,59 3.883 4,27
2026-04-23 13F Fairman Group, LLC 1.238 -1,51 72 -1,37
2026-04-13 13F Chris Bulman Inc 8.473 0,00 496 -0,20
2026-02-02 13F Windward Private Wealth Management Inc. 43.959 -1,62 2.582 -1,83
2026-01-26 13F Asset Dedication, LLC 224 0,00 13 0,00
2026-04-21 13F Nemes Rush Group LLC 237 14
2026-04-21 13F Pacific Park Financial, Inc. 41.325 2,40 2.419 2,07
2026-04-28 13F Retirement Financial Solutions, Llc 91.246 -7,72 5.342 -8,02
2026-02-10 13F Godfrey Financial Associates, Inc. 1.075 63
2026-04-17 13F AdvisorNet Financial, Inc 1.990 -11,32 117 -11,45
2026-01-26 13F Bcm Advisors, Llc 3.857 0,00 227 -0,44
2026-02-12 13F Betterment LLC 83.775 2,31 5 0,00
2026-04-24 13F Financial Plan, Inc. 115.763 -0,18 6.777 -0,50
2025-11-14 13F/A Skopos Labs, Inc. 0 -100,00 0 -100,00
2026-04-15 13F Archford Capital Strategies, LLC 97.445 5.704
2026-04-10 13F Melfa Wealth Management, Llc 11.626 26,01 681 25,69
2026-04-15 13F Trust Point Inc. 7.222 75,46 423 75,10
2026-02-10 13F Viawealth, Llc 13.855 -24,33 814 -24,51
2025-11-14 13F Keebeck Wealth Management, LLC 0 -100,00 0
2026-04-08 13F General Partner, Inc. 2.700 0,00 158 0,00
2026-01-29 13F ArborFi Advisors, LLC 0 -100,00 0 -100,00
2026-01-12 13F Salem Investment Counselors Inc 0 -100,00 0
2026-01-27 13F Evergreen Capital Management Llc 8.640 0,00 507 -0,20
2026-02-12 13F Sepio Capital, LP 21.873 -21,20 1.285 -21,37
2026-04-13 13F Creative Financial Designs Inc /adv 267.022 -41,39 15.631 -41,58
2026-04-15 13F Seacrest Wealth Management, Llc 19.637 0,01 1.150 -0,43
2026-02-11 13F IMA Wealth, Inc. 0 -100,00 0
2026-01-30 13F Rogco, Lp 254.178 4,57 14.928 4,36
2026-02-06 13F Entrust Financial Llc 19.871 1.167
2026-04-15 13F PW Nova Financial Services LLC 403
2026-04-27 13F Integrity Wealth Partners, LLC 5.168 303
2026-01-16 13F Beaumont Financial Advisors, LLC 22.296 -23,74 1.309 -23,90
2026-04-22 13F Aegis Wealth Management LLC 81.164 6,11 4.751 5,77
2026-02-13 13F Gts Securities Llc 5.394 317
2026-04-23 13F Master's Wealth Management Inc. 475.156 5,45 27.816 5,11
2026-02-04 13F Valeo Financial Advisors, LLC 41.149 -2,43 2.417 -2,62
2026-04-22 13F Grove Street Fiduciary, LLC 42.598 -0,24 2.494 -0,56
2026-02-13 13F C M Bidwell & Associates Ltd 12.836 -1,83 754 -2,08
2026-04-27 13F Albion Financial Group /ut 11.148 1,96 653 1,56
2026-02-11 13F Alteri Wealth LLC 7.495 4,66 440 4,51
2026-02-13 13F Graney & King, LLC 155 0,00 9 0,00
2026-02-12 13F Principal Securities, Inc. 7.951 13,60 467 13,38
2026-04-08 13F Holos Integrated Wealth LLC 0 -100,00 0
2026-04-14 13F Nbc Securities, Inc. 575 0,00 34 0,00
2026-04-24 13F Private Advisor Group, LLC 294.424 8,04 17.236 7,69
2026-02-11 13F Horizon Kinetics Asset Management Llc 110.086 -11,93 6.465 -12,11
2026-01-29 13F Golden State Equity Partners 67.419 379,44 3.960 378,72
2026-02-13 13F Bragg Financial Advisors, Inc 10.230 26,55 601 26,32
2026-01-08 13F Chesapeake Asset Management Llc 687 0,00 40 0,00
2026-01-21 13F Prime Capital Investment Advisors, LLC 33.184 -3,27 1.949 -3,47
2025-11-19 13F Sunbelt Securities, Inc. 0 -100,00 0
2026-01-29 13F Ashton Thomas Private Wealth, LLC 3.649 -47,74 214 -47,80
2026-01-30 13F Opus Capital Group, LLC 577.371 5,64 34 3,13
2025-11-14 13F Guardian Wealth Advisors, Llc / Nc 0 -100,00 0
2026-02-13 13F Fiduciary Trust Co 36.484 2,64 2.143 2,44
2026-04-14 13F Northwest Wealth Management, Llc 253.161 0,42 14.820 0,09
2026-04-22 13F Hurlow Wealth Management Group, Inc. 5.977 0,00 350 -0,57
2026-02-13 13F Haverford Trust Co 529.358 8,15 31.089 7,93
2026-01-29 13F Rakuten Securities, Inc. 1.009 100.800,00 59
2026-01-23 13F Fortune Financial Advisors, LLC 87.656 6,22 5.148 6,01
2026-02-13 13F Evelyn Partners Asset Management Ltd 1.444 0,00 85 0,00
2026-04-22 13F Krm Wealth Management L.l.c. 15.388 -0,88 901 -1,21
2026-01-30 13F Spectrum Financial Alliance Ltd LLC 101.964 6,97 5.988 6,76
2026-02-17 13F North Capital, Inc. 48.497 -4,00 2.848 -4,20
2026-02-11 13F Westerkirk Capital Inc. 868.150 50.986
2026-02-10 13F Envestnet Asset Management Inc 3.246.379 -2,44 190.660 -2,64
2026-02-02 13F Cornerstone Planning Group LLC 323 521,15 19 38,46
2026-02-24 13F MidFirst Bank 2.557 150
2026-04-21 13F E&G Advisors, LP 4.425 0,00 259 0,00
2026-02-19 13F Birchwood Financial Partners, Inc. 700 41
2026-02-09 13F GatePass Capital, LLC 29.500 -11,94 1.733 -12,13
2026-02-13 13F Icon Wealth Advisors, LLC 0 -100,00 0
2026-04-15 13F Rs Crum Inc. 27.930 34,18 1.635 33,80
2026-02-17 13F Miller Capital Partners, Inc. 4.746 279
2026-04-20 13F Barton Investment Management 25.934 -2,46 1.518 -2,75
2026-02-13 13F Monograph Wealth Advisors, Llc 110.142 165,27 6.469 164,76
2026-02-09 13F MRP Capital Investments, LLC 57 0,00 3 0,00
2026-04-14 13F Approach Retirement Advisors, LLC 4.685 29,13 274 28,64
2026-01-15 13F Hara Capital LLC 105.555 -12,07 6.199 -12,25
2026-04-10 13F Charles Schwab Trust Co 359.691 -4,75 21.056 -5,06
2025-12-15 13F Farmers National Bank 0 -100,00 0
2026-04-08 13F Miracle Mile Advisors, LLC 7.046 -34,25 412 -34,50
2026-01-26 13F Thomas Story & Son Llc 69.056 -0,29 4.056 -0,49
2026-04-13 13F Woodside Wealth Management LLC 0 -100,00 0
2026-04-23 13F Triad Investment Management 242.252 175,77 14.250 176,20
2026-02-12 13F Federation des caisses Desjardins du Quebec 731.527 -1,82 42.963 -2,02
2026-04-17 13F RFG Advisory, LLC 69.167 -3,44 4.049 -3,76
2026-04-20 13F LifeWealth Investments, LLC 4.136 -84,95 242 -85,00
2026-04-14 13F Patriot Investment Management Inc. 282.707 7,27 16.550 6,92
2026-04-15 13F Horizon Financial Services, Llc 181.415 -1,37 10.620 -1,68
2026-04-27 13F Td Private Client Wealth Llc 2.070.258 15,49 121.193 15,12
2026-01-15 13F Jaffetilchin Investment Partners, LLC 395.712 1,94 23.240 1,73
2026-02-03 13F LJI Wealth Management, LLC 33.761 0,00 1.983 -0,20
2026-04-06 13F Versant Capital Management, Inc 6.956 -15,33 407 -15,56
2026-02-09 13F LifePlan Investment Advisors, Inc. 6.795 -33,31 399 -33,39
2026-02-12 13F Johnson Financial Group, Inc. 550 32
2026-02-12 13F Rossby Financial, LCC 1.640 42,98 96 43,28
2026-04-22 13F Spire Wealth Management 4.557 -1,11 267 -1,48
2026-04-14 13F eCIO, Inc. 29.968 13,36 1.754 13,02
2026-04-09 13F Wedmont Private Capital 54.950 -6,07 3.211 -6,63
2026-02-10 13F Hazlett, Burt & Watson, Inc. 2.176 0
2026-02-05 13F Atria Investments Llc 20.214 -1,10 1.187 -1,25
2026-04-07 13F Deane Retirement Strategies, Inc. 0 -100,00 0
2026-01-30 13F Jackson Hole Capital Partners, LLC 17.827 1,11 1.047 0,87
2026-02-09 13F Harbour Investments, Inc. 250.193 8,19 14.694 7,97
2026-04-10 13F Financial Partners Group, Inc 12.986 25,07 760 24,39
2026-01-27 13F Checchi Capital Advisers, LLC 42.908 -2,78 2.520 -3,00
2026-02-10 13F MGO Private Wealth, LLC 3.884 0,00 228 0,00
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