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

Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
US ˙ ARCA ˙ US9229085389

Grundlæggende statistik
Institutionelle ejere 1089 total, 1086 long only, 0 short only, 3 long/short - change of 3,12% MRQ
Gennemsnitlig porteføljeallokering 0.4270 % - change of -8,87% MRQ
Institutionelle aktier (lange) 38.208.934 (ex 13D/G) - change of -0,35MM shares -0,93% MRQ
Institutionel værdi (lang) $ 10.429.475 USD ($1000)
Institutionelt ejerskab og aktionærer

Vanguard Index Funds - Vanguard Mid-Cap Growth ETF (US:VOT) har 1089 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 38,208,934 aktier. Største aktionærer omfatter Morgan Stanley, Assetmark, Inc, Bank Of America Corp /de/, Royal Bank Of Canada, Wells Fargo & Company/mn, EP Wealth Advisors, Inc., Pnc Financial Services Group, Inc., Truepoint, Inc., UBS Group AG, and Vantagepoint Investment Advisers Llc .

Vanguard Index Funds - Vanguard Mid-Cap Growth ETF (ARCA:VOT) 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 February 17, 2026 is 273,67 / share. Previously, on February 18, 2025, the share price was 274,32 / share. This represents a decline of 0,24% over that period.

VOT / Vanguard Index Funds - Vanguard Mid-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.

VOT / Vanguard Index Funds - Vanguard Mid-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.

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Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2026-02-13 13F Umb Bank N A/mo 9.578 0,04 2.674 -4,94
2026-01-29 13F Kestra Private Wealth Services, Llc 32.070 3,57 8.952 -1,59
2026-01-12 13F Certified Advisory Corp 3.387 1,62 945 -3,47
2026-01-07 13F Private Client Services, Llc 0 -100,00 0
2026-02-04 13F Birchbrook, Inc. 181 51
2025-10-31 13F NWF Advisory Services Inc. 1.284 12,14 377 16,00
2026-01-08 13F Genesis Private Wealth, Llc 21.967 3,09 6.132 -2,06
2026-01-08 13F Signet Financial Management, Llc 12.363 -4,36 3.451 -9,11
2026-02-13 13F HFG Advisors, Inc. 21.454 -0,02 5.989 -5,01
2026-01-15 13F Founders Capital Management 110 0,00 31 -6,25
2026-01-23 13F Axiom Financial Strategies, LLC 50.304 2,39 14.042 -2,72
2026-02-11 13F MidWestOne Financial Group, Inc. 6.148 -1,74 1.716 -6,64
2026-02-13 13F MAI Capital Management 75.344 -1,60 21.032 -6,51
2026-02-11 13F Vise Technologies, Inc. 3.873 24,33 1.081 18,14
2026-02-10 13F Verus Capital Partners, Llc 5.545 -1,84 1.548 -6,75
2025-10-07 13F Cooper Financial Group 0 -100,00 0 -100,00
2026-02-05 13F HFM Investment Advisors, LLC 35 10
2026-01-30 13F Joel Isaacson & Co., LLC 7.672 1,24 2.141 -3,82
2026-01-14 13F Meriwether Wealth & Planning, LLC 0 -100,00 0
2026-02-09 13F Huntington National Bank 603 -1,47
2026-02-09 13F Thrive Capital Management, LLC 15.068 -37,18 4.206 -40,32
2026-01-27 13F Jackson, Grant Investment Advisers, Inc. 1.242 -9,01 347 -13,72
2026-02-13 13F Aire Advisors, Llc 87.075 0,48 24.306 -4,54
2026-01-20 13F Nvwm, Llc 15 0,00 4 0,00
2026-02-04 13F Wsfs Capital Management, Llc 102.874 -0,74 28.716 -5,69
2026-02-09 13F William Mack & Associates, Inc. 999 0,00 279 -5,12
2026-02-10 13F NorthStar Asset Management LLC /NJ/ 42.450 4,94 11.849 -0,29
2026-01-20 13F Signaturefd, Llc 834 0,00 233 -4,92
2026-01-26 13F AE Wealth Management LLC 5.679 -9,77 1.585 -14,28
2026-02-12 13F Wealthspire Advisors, LLC 52.480 -48,41 14.649 -50,98
2026-02-13 13F National Bank Of Canada /fi/ 3.252 -0,46 908 -5,32
2026-01-26 13F BCS Wealth Management 4.894 100,00 1.366 90,25
2026-01-29 13F Concord Wealth Partners 458 205,33 128 195,35
2026-01-23 13F Fifth Third Securities, Inc. 24.773 -1,90 6.915 -6,78
2026-01-28 13F CAPROCK Group, Inc. 18.393 -1,58 5.134 -4,98
2026-02-11 13F Mitchell Mcleod Pugh & Williams Inc 6.998 1.917
2026-01-27 13F BankPlus Trust Department 928 0,00 259 -4,78
2026-01-12 13F World Equity Group, Inc. 2.715 -54,93 758 -57,21
2026-01-16 13F Genesis Financial Group, LLC 5.487 1.532
2026-01-13 13F Argentarii, LLC 1.096 -7,35 306 -12,10
2026-02-10 13F Zhang Financial LLC 1.111 0,09 310 -4,91
2025-10-21 13F McElhenny Sheffield Capital Management, LLC 0 -100,00 0 -100,00
2026-01-12 13F Beacon Financial Strategies CORP 338 94
2026-01-30 13F Caldwell Trust Co 1.281 4,40 358 -0,83
2026-02-10 13F/A Northwestern Mutual Wealth Management Co 902.235 22,12 251.850 16,03
2026-02-10 13F Calton & Associates, Inc. 1.278 0,00 357 -5,07
2026-02-11 13F XML Financial, LLC 3.813 -0,26 1.064 -5,25
2026-02-05 13F Odyssey Capital Advisors, Inc. 840 234
2026-01-29 13F Vanguard Group Inc 8.760 -2,57 2.445 -7,42
2026-02-03 13F Diversify Wealth Management, Llc 0 -100,00 0
2026-01-23 13F Avion Wealth 5 0,00 0
2026-02-11 13F OneAscent Financial Services LLC 6.862 -47,01 1.915 -49,66
2026-02-13 13F Johnson Investment Counsel Inc 0 -100,00 0
2026-02-11 13F Manchester Capital Management LLC 4.337 1.211
2026-01-23 13F Old North State Wealth Management, LLC 1.746 -0,80 488 -5,61
2026-02-10 13F IAG Wealth Partners, LLC 4 1
2026-01-29 13F Northern Oak Wealth Management Inc 5.884 28,64 1.642 22,26
2026-02-06 13F Principle Wealth Partners Llc 4.591 0,00 1.282 -4,97
2026-02-10 13F Operose Advisors LLC 32.111 -16,25 8.964 -20,43
2026-02-17 13F Silvercrest Asset Management Group Llc 2.486 -2,28 694 -7,23
2026-01-21 13F First United Bank Trust/ 18.508 5,93 5.166 0,64
2026-01-30 13F Bogart Wealth, LLC 248 0,00 69 -4,17
2026-01-26 13F DeLarme Wealth Management, Inc. 3.709 1.035
2026-02-02 13F Truist Financial Corp 281.923 8,68 78.696 3,26
2026-02-17 13F Tannin Capital LLC 3.694 1.031
2026-02-05 13F Triton Wealth Management, PLLC 1.873 -0,11 508 -7,48
2026-02-09 13F Powell Investment Advisors, LLC 2.109 0,00 589 -5,16
2026-02-18 13F Caitlin John, LLC 156 0,00 44 -4,44
2026-01-14 13F ORG Partners LLC 25 -60,94 7 -66,67
2026-02-05 13F Petix & Botte Co 2.058 -3,65 574 -8,45
2026-02-12 13F Principal Securities, Inc. 10.521 0,90 2.937 -4,15
2025-09-29 NP GIAX - Nicholas Global Equity and Income ETF 35.381 13,55 10.302 32,84
2026-01-29 13F Dunhill Financial, LLC 33 0,00 9 0,00
2025-11-14 13F Bank Of Hawaii 5.117 0,00 1.503 3,30
2026-02-02 13F Reynders McVeigh Capital Management, LLC 1.500 0,00 0
2026-01-28 13F Joseph P. Lucia & Associates, LLC 10.029 -5,32 2.799 -10,06
2026-02-17 13F Gladstone Institutional Advisory LLC 2.095 -0,62 585 -5,49
2026-02-05 13F Mainsail Asset Management, Llc 0 -100,00 0
2026-01-27 13F/A Capital Performance Advisors Llp 786 219
2026-02-13 13F Creekside Partners 1.511 0,27 422 -4,75
2025-10-08 13F Beacon Financial Group 1.576 0,64 463 4,04
2026-01-21 13F Wealthbridge Capital Management, Llc 997 0,00 278 -4,79
2026-02-06 13F Frisch Financial Group, Inc. 5.867 -0,27 1.638 -5,38
2026-02-10 13F Continuum Advisory, LLC 1.293 11,18 361 5,57
2026-02-04 13F Legacy Financial Advisors, Inc. 901 252
2026-02-12 13F Titleist Asset Management, Llc 16.354 0,06 4.565 -4,92
2026-01-16 13F Perigon Wealth Management, LLC 19.077 2,43 5.325 -2,67
2026-02-03 13F Indivisible Partners 7.050 1.968
2026-01-27 13F Wealth Enhancement Trust Services, Inc. 19.003 5.304
2026-01-27 13F Cardinal Strategic Wealth Guidance 44 0,00 12 0,00
2026-01-27 13F Sterling Investment Counsel, LLC 5.707 407,29 1.476 346,97
2025-10-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 0 -100,00 0
2026-01-15 13F Kieckhefer Group Llc 23.527 -0,42 6.567 -5,39
2026-01-21 13F Stone House Investment Management, LLC 2 1
2026-01-21 13F Flagship Harbor Advisors, Llc 2.158 0,14 603 -4,90
2026-01-29 13F Aprio Wealth Management, LLC 24.834 -3,29 6.932 -8,11
2026-02-13 13F Change Path, LLC 2.399 -29,02 670 -32,56
2026-02-06 13F Cullen/frost Bankers, Inc. 767 0,00 214 -4,89
2026-02-12 13F Valley Forge Investment Consultants Inc Adv 1.903 35,44 531 28,88
2026-01-12 13F Evanson Asset Management, LLC 934 0,21 261 -4,76
2026-02-11 13F Milestone Investment Advisors LLC 1.828 -5,92 510 -10,53
2026-01-30 13F/A M&t Bank Corp 1.296 29,47 362 22,79
2026-01-26 13F Welch Group, LLC 893 0,00 249 -4,96
2026-02-12 13F Gould Capital, LLC 4 0,00 1 0,00
2026-01-29 13F Brindle & Bay Financial Advisors, LLC 7.287 2.034
2026-01-28 13F Salomon & Ludwin, LLC 23 7
2026-01-16 13F DiNuzzo Private Wealth, Inc. 249 0,00 70 -2,82
2026-02-05 13F Bessemer Group Inc 3.165 0,00 1
2026-02-12 13F Rossby Financial, LCC 275 9,13 77 2,70
2026-01-23 13F U.S. Capital Wealth Advisors, LLC 3.022 -2,14 844 -7,06
2026-02-05 13F SkyOak Wealth, LLC 817 0,00 228 -5,00
2026-01-23 13F Transcend Wealth Collective, Llc 838 -45,05 234 -47,87
2026-02-03 13F Sound Financial Strategies Group, LLC 7 40,00 2 0,00
2026-02-13 13F Mill Creek Capital Advisors, LLC 2.204 -2,43 615 -7,24
2026-01-07 13F Sovereign Financial Group, Inc. 1.812 0,06 506 -5,08
2026-02-17 13F AIMZ Investment Advisors, LLC 1.285 359
2026-02-10 13F One Capital Management, LLC 2.270 -16,76 634 -20,97
2025-11-12 13F CIBC Bancorp USA Inc. 28.131 8.265
2026-01-08 13F Stephens Group Asset Management, Llc 454.773 1,57 126.945 -3,50
2026-02-02 13F Horizon Investments, LLC 6.846 14,83 1.911 9,08
2026-02-09 13F North Star Asset Management Inc 1.544 0,00 431 -5,08
2026-01-28 13F Family Wealth Group, LLC 2.071 171,78 578 159,19
2026-01-29 13F KC Investment Advisors, LLC 2.448 2,00 683 -3,67
2026-01-05 13F Holos Integrated Wealth LLC 597 0,00 168 -2,34
2025-11-19 13F Sunbelt Securities, Inc. 118 0,00 35 17,24
2026-02-05 13F Owen LaRue, LLC 3.436 -53,05 959 -55,40
2026-01-28 13F Rothschild & Co Wealth Management UK Ltd 0 -100,00 0
2026-02-09 13F Fisher Asset Management, LLC 0 -100,00 0
2025-08-28 NP Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class 13.400 77,65 3.811 99,06
2026-02-04 13F Investors Asset Management Of Georgia Inc /ga/ /adv 1.826 0,05 510 -5,04
2026-01-12 13F DAVENPORT & Co LLC 10.349 3,81 2.889 -1,37
2026-01-27 13F Duncker Streett & Co Inc 330 0,00 92 -4,17
2026-02-06 13F Tortoise Investment Management, LLC 0 -100,00 0
2026-02-17 13F Harris Associates L P 700 0,00 195 -4,88
2026-01-14 13F Barnes Dennig Private Wealth Management LLC 69 -44,35 19 -47,22
2026-02-05 13F Cdm Financial Counseling Services, Inc. 1.145 320
2026-02-04 13F Valeo Financial Advisors, LLC 2.908 4,45 812 -0,73
2026-02-09 13F Glenview Trust Co 106.471 6,44 29.720 1,13
2026-01-14 13F Prosperity Planning, Inc. 32.398 0,32 9.044 -4,69
2026-01-23 13F Farther Finance Advisors, LLC 101.398 38,98 28.304 32,05
2026-02-13 13F Glen Eagle Advisors, LLC 185 -7,96 52 -13,56
2026-01-22 13F Rodgers & Associates, LTD 97.285 3,12 27.156 -2,02
2025-11-14 13F Anchor Investment Management, LLC 2.518 23,73 740 27,85
2026-02-03 13F Mma Asset Management Llc 20.054 2,45 5.598 -2,66
2026-02-13 13F Pathstone Holdings, LLC 14.289 -1,04 3.989 -6,08
2026-01-15 13F Wright Fund Managment, LLC 37.660 -61,44 10.512 -63,36
2026-02-02 13F Oak Harbor Wealth Partners, Llc 259 0,00 72 -5,26
2026-01-15 13F Royal Fund Management, LLC 4.701 5,62 1.318 0,15
2026-01-29 13F Quest 10 Wealth Builders, Inc. 408 -0,73 114 -5,83
2026-02-18 13F Beacon Pointe Advisors, LLC 72.212 1,82 20.157 -3,25
2025-10-31 13F Richardson Capital Management LLC 0 -100,00 0
2025-11-07 13F Ballast, Inc. 0 -100,00 0 -100,00
2026-01-30 13F North Star Investment Management Corp. 370 0,00 103 -4,63
2026-02-13 13F Carl Stuart Investment Advisor, Inc 7.461 -1,07 2.083 -6,00
2026-02-02 13F Qrg Capital Management, Inc. 1.213 30,43 339 23,81
2025-08-26 NP EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares 1.727 80,84 491 118,22
2026-02-04 13F Brio Consultants, LLC 0 -100,00 0
2026-01-14 13F Tradewinds Capital Management, LLC 583 570,11 163 548,00
2026-02-10 13F Clear Harbor Asset Management, LLC 2.308 0,00 644 -5,01
2026-02-03 13F We Are One Seven, LLC 5.045 7,45 1.408 2,10
2026-01-07 13F Sagespring Wealth Partners, Llc 2.957 0,34 825 -4,62
2025-11-10 13F Kovitz Investment Group Partners, LLC 5.424 -4,07 1.594 -0,93
2026-02-13 13F Tobias Financial Advisors, Inc. 0 -100,00 0
2026-02-10 13F Goldman Sachs Group Inc 26.604 -32,95 7.426 -36,30
2026-01-22 13F City Holding Co 6.053 -0,66 1.690 -5,59
2025-10-06 13F Von Berge Wealth Management Group, LLC 0 -100,00 0
2026-01-28 13F Marietta Wealth Management, LLC 36.160 2,10 10.094 -2,99
2026-02-09 13F Cary Street Partner Investment Advisory Llc 7.600 2.121
2026-02-05 13F Berman McAleer LLC 13.834 3.862
2026-01-08 13F Moller Financial Services 1.482 -54,76 414 -57,07
2025-10-30 13F Twin Peaks Wealth Advisors, LLC 0 -100,00 0
2026-01-21 13F Clayton Financial Group LLC 51.124 20,95 14.271 14,91
2026-01-23 13F Patten Group, Inc. 1.300 -13,91 363 -18,28
2026-02-05 13F Stephens Inc /ar/ 24.636 3,35 6.877 -1,81
2026-02-13 13F Aptus Capital Advisors, LLC 473 0,21 132 -4,35
2026-01-29 13F Concurrent Investment Advisors, LLC 24.717 12,71 6.900 7,09
2026-01-15 13F Burns Matteson Capital Management, LLC 2.833 -6,44 791 -11,14
2026-01-08 13F Agate Pass Investment Management, LLC 0 -100,00 0
2026-01-20 13F Ascent Group, LLC 27.422 -0,68 7.655 -5,63
2026-02-11 13F Jpmorgan Chase & Co 165.013 3,77 46.062 -1,41
2026-01-26 13F Bernardo Wealth Planning LLC 2.720 0,00 759 -5,01
2026-02-05 13F Everstar Asset Management, LLC 1.670 0,00 466 -4,90
2026-01-26 13F Grand Wealth Management, Llc 71 20
2026-01-27 13F Retirement Income Solutions, Inc 2.343 -0,76 654 -5,63
2026-02-06 13F Keystone Financial Group 0 -100,00 0
2026-02-13 13F Cordoba Advisory Partners LLC 14.503 4.051
2026-02-13 13F Arkadios Wealth Advisors 7.083 10,22 1.977 4,77
2026-02-12 13F Connecticut Wealth Management, LLC 0 -100,00 0
2026-01-20 13F Savvy Advisors, Inc. 3.467 4,81 968 -0,41
2026-02-12 13F Brinker Capital Investments, LLC 10.273 76,69 2.868 67,86
2026-02-06 13F Addison Advisors LLC 37.299 1,80 10.412 -3,28
2026-01-21 13F Capital Management Associates, Inc 3.520 983
2026-01-21 13F Capital Investment Advisory Services, LLC 692 -1,42 193 -6,31
2026-02-13 13F Williams Jones Wealth Management, LLC. 4.821 63,04 1.346 54,95
2026-01-12 13F Shira Ridge Wealth Management 5.093 -67,31 1.422 -68,95
2026-02-17 13F Aqr Capital Management Llc 13.192 9,05 3.682 3,60
2026-02-09 13F Goepper Burkhardt LLC 19.735 -5,30 5.509 -10,03
2026-01-23 13F Tectonic Advisors Llc 1.595 17,28 445 11,53
2026-02-09 13F Integrity Alliance, Llc. 20.785 19,64 5.802 13,66
2026-02-12 13F Commonwealth Equity Services, Llc 332.626 -6,91 92.849 89.177,88
2026-01-28 13F Kingswood Wealth Advisors, Llc 5.644 67,48 1.576 59,09
2026-01-28 13F Cranbrook Wealth Management, LLC 23.353 -1,18 6.519 -6,11
2026-02-17 13F Susquehanna International Group, Llp 809 -87,68 226 -88,34
2026-01-22 13F Intergy Private Wealth, LLC 9.481 0,00 2.647 -4,99
2026-01-27 13F Silver Coast Investments LLC 0 -100,00 0
2026-02-17 13F Susquehanna International Group, Llp Put 20.800 278,18 5.806 259,50
2026-02-17 13F Susquehanna International Group, Llp Call 27.200 97,10 7.593 87,27
2026-01-23 13F Assetmark, Inc 2.218.378 2,85 619.238 -2,28
2026-02-12 13F Jane Street Group, Llc Call 900 251
2026-02-17 13F Ancora Advisors, LLC 25 0,00 7 -14,29
2026-02-11 13F Prestige Wealth Management Group LLC 68 -8,11 19 -14,29
2026-01-16 13F CRA Financial Services, LLC 824 0,00 230 -4,96
2026-02-10 13F Peak Retirement Planning, Inc. 16.739 -36,75 4.673 -39,91
2026-01-12 13F Asset Allocation & Management Company, LLC 7.329 0,00 2 0,00
2026-01-12 13F Scott Capital Advisors, LLC 1.144 0,00 319 -5,90
2026-01-16 13F Hopwood Financial Services, Inc. 0 -100,00 0 -100,00
2026-01-16 13F Kendall Capital Management 1.041 0,00 291 -4,92
2026-02-13 13F Mml Investors Services, Llc 161.397 0,63 45.052 -4,39
2026-01-07 13F Hilltop National Bank 5.732 3,63 1.600 -1,48
2026-01-06 13F Unique Wealth, Llc 1.122 30,47 313 24,21
2026-02-13 13F First Trust Advisors Lp 2.229 -27,09 622 -30,66
2026-01-21 13F Long Island Wealth Management, Inc. 996 0,00 278 -4,79
2026-01-30 13F Oakworth Capital, Inc. 3.475 0,00 970 -4,90
2026-01-21 13F Greenleaf Trust 889 248
2026-02-10 13F Rothschild Investment Llc 5 0,00 1 0,00
2026-01-13 13F Parsons Capital Management Inc/ri 1.316 0,38 367 -4,68
2026-01-26 13F Whittier Trust Co 4.897 258,23 1.414 249,75
2026-02-04 13F Atlantic Union Bankshares Corp 3.394 0,00 947 -5,02
2026-02-11 13F Aufman Associates Inc 24.637 -0,75 6.877 -5,69
2026-01-05 13F Roxbury Financial LLC 110 0,00 31 -6,25
2026-02-12 13F Jane Street Group, Llc 5.826 164,46 1.626 151,31
2026-01-13 13F Compton Wealth Advisory Group, LLC 45.794 -1,61 12.783 -6,52
2026-01-12 13F Heartwood Wealth Advisors LLC 4.005 0,00 1.118 -5,02
2026-02-12 13F FineMark National Bank & Trust 6.923 1.932
2026-02-13 13F Jacobi Capital Management LLC 0 -100,00 0
2026-01-28 13F WP Advisors, LLC 2.107 0,33 588 -4,70
2026-01-09 13F Zrc Wealth Management, Llc 615 0,00 172 -5,00
2026-01-20 13F SOA Wealth Advisors, LLC. 20.949 -3,57 5.848 -8,38
2026-01-26 13F Quadrant Private Wealth Management, LLC 6.416 0,00 1.791 -5,14
2026-01-15 13F Ironwood Financial, llc 4.083 8,10 1.170 5,41
2025-10-08 13F Country Club Bank /gfn 900 0,00 264 3,54
2026-01-26 13F Paradigm Financial Partners, Llc 0 -100,00 0
2026-02-06 13F Bare Financial Services, Inc 30.746 7,85 8.582 2,47
2025-12-03 13F Strategic Investment Solutions, Inc. /IL 567 -14,99 167 -12,17
2026-01-27 13F Tme Financial, Inc. 18.493 83,64 5.162 74,51
2026-02-09 13F Redmond Asset Management, LLC 1.013 0,00 283 -5,05
2026-02-12 13F Planning Project LLC 45 12
2026-02-03 13F Kassira Wealth Management LLC 8.216 0,38 2.293 -4,62
2026-02-17 13F Meridian Wealth Advisors, LLC 1.855 0,05 518 -4,96
2026-01-20 13F Westwood Wealth Management 8.828 2.464
2026-02-13 13F Acumen Wealth Advisors, LLC 105 29
2026-01-23 13F Howard Capital Management Inc. 1.828 510
2026-01-29 13F Sanctuary Advisors, LLC 36.218 6,68 10.110 1,36
2026-01-22 13F Glass Jacobson Investment Advisors llc 558 0,18 156 -4,91
2026-02-17 13F RMB Capital Management, LLC 1.689 -10,59 471 -15,14
2026-02-04 13F Meridian Wealth Management, LLC 20.809 -1,77 5.810 -6,18
2026-02-17 13F United Capital Financial Advisers, Llc 9.140 -5,77 2.551 -10,46
2026-01-09 13F Silverlake Wealth Management Llc 4.470 7,30 1.248 1,88
2026-01-23 13F Smith, Moore & Co. 1.050 3,96 293 -1,35
2026-01-26 13F Merit Financial Group, LLC 22.069 3,75 6.160 -1,42
2026-02-12 13F Graetz Wealth LLC 5.115 1.428
2026-01-20 13F Madison Park Capital Advisors, LLC 1.481 0,34 413 -4,62
2026-02-13 13F Commerce Bank 49.451 3,62 13.804 -1,55
2025-12-09 13F Painted Porch Advisors LLC 60 0,00 18 0,00
2026-02-17 13F Citadel Advisors Llc Put 0 -100,00 0
2026-02-03 13F Ballast Advisors Llc 26 7
2026-01-30 13F Strategic Blueprint, LLC 944 3,28 263 -1,87
2026-02-10 13F Arcadia Investment Management Corp/mi 508 0,00 142 -5,37
2026-01-22 13F Evermay Wealth Management Llc 230 -27,22 64 -30,43
2026-01-28 13F Old National Bancorp /in/ 32.364 24,33 9.034 18,14
2026-02-09 13F Putnam Fl Investment Management Co 1.776 -0,67 496 -5,71
2026-02-12 13F Founders Financial Alliance, LLC 2.917 0,86 814 -4,12
2026-01-05 13F GoalVest Advisory LLC 1.117 0,00 312 -5,18
2025-08-28 NP Northern Lights Fund Trust - Ocean Park Domestic ETF 2.542 30,76 723 46,45
2026-01-15 13F Brady Martz Wealth Solutions, LLC 6.107 -0,89 1.705 -5,86
2026-01-28 13F HB Wealth Management, LLC 23.893 -0,43 6.670 -5,40
2026-01-14 13F Nova Wealth Management, Inc. 4.735 10,12 1.322 4,59
2026-02-02 13F Aurora Private Wealth, Inc. 0 -100,00 0
2025-10-30 13F Fairway Wealth LLC 0 -100,00 0
2026-02-17 13F Private Advisor Group, LLC 181.462 1,30 50.653 -3,75
2026-02-03 13F Washington Trust Advisors, Inc. 6.824 -0,16 1.905 -5,18
2026-02-10 13F Novak & Powell Financial Services, Inc. 5.437 0,00 1.518 -5,01
2026-01-07 13F Aventura Private Wealth, LLC 30 0,00 8 0,00
2025-11-21 13F Bell Investment Advisors, Inc 8 2
2026-01-07 13F Yeomans Consulting Group, Inc. 925 0,00 258 -4,80
2025-11-14 13F Wealth Preservation Advisors, LLC 2.997 0,03 880 3,29
2026-02-13 13F Pacific Center for Financial Services 55 0,00 16 0,00
2026-01-28 13F Kanawha Capital Management Llc 2.767 0,00 772 -4,93
2026-01-13 13F Signal Advisors Wealth, LLC 2.884 8,91 805 3,60
2026-02-10 13F Argent Trust Co 6.025 -2,03 1.682 -6,92
2026-02-02 13F Benjamin Edwards Inc 113.656 6,47 31.732 1,15
2026-02-12 13F Wescott Financial Advisory Group, LLC 5.462 1,09 1.525 -3,97
2026-01-07 13F Everhart Financial Group, Inc. 26.609 9,99 7.428 4,50
2026-02-11 13F Strategic Wealth Designers 0 -100,00 0
2025-11-12 13F Creekmur Asset Management LLC 295 0,00 87 3,61
2026-02-17 13F NewSquare Capital LLC 0 -100,00 0
2026-01-30 13F Sigma Planning Corp 6.740 11,15 1.881 5,61
2026-02-06 13F Global Retirement Partners, LLC 7.762 76,81 2.167 68,04
2026-02-17 13F Integrated Advisors Network LLC 1.559 0,00 435 -5,02
2026-01-16 13F Balboa Wealth Partners 1.197 -53,64 334 -55,94
2026-01-22 13F Ifrah Financial Services, Inc. 15.156 -1,93 4.231 -6,83
2025-09-26 NP BLGR - Bluemonte Large Cap Growth ETF 7 2
2025-08-26 NP EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares 25.125 2,00 7.145 23,02
2026-01-28 13F Davis Capital Management 20 -31,03 6 -37,50
2026-02-03 13F Emerald Investment Partners, Llc 10.095 -3,11 2.819 -7,88
2026-02-17 13F Advisor Group Holdings, Inc. 158.280 -48,74 44.217 -51,07
2025-11-05 13F Wells Trecaso Financial Group, LLC 6.095 -28,12 1.791 -25,76
2026-02-12 13F Bank Of Montreal /can/ 29.342 1,32 8.191 -3,73
2026-02-13 13F TFB Advisors LLC 12.847 0,60 3.586 -3,99
2026-01-30 13F Wagner Wealth Management, Llc 408 0,00 114 -5,04
2026-01-30 13F Exencial Wealth Advisors, Llc 878 4,52 245 -0,41
2026-02-12 13F CIBC Private Wealth Group, LLC 174.148 676,30 48.612 637,65
2026-02-03 13F Cassaday & Co Wealth Management LLC 104.768 -1,10 29.245 -6,03
2026-02-04 13F Summit Wealth Group Llc / Co 5.343 1.491
2026-02-06 13F Americana Partners, LLC 7.755 0,00 2.165 -5,00
2026-01-23 13F Freestone Capital Holdings, LLC 3.218 10,28 898 4,78
2026-01-21 13F MBL Wealth, LLC 1.105 -0,72 308 -5,52
2026-01-07 13F Magnus Financial Group LLC 9.107 -0,01 2.542 -4,97
2026-02-02 13F Oppenheimer & Co Inc 5.513 -4,50 1.539 -9,32
2026-02-11 13F Meeder Advisory Services, Inc. 1.928 538
2026-02-13 13F Level Four Advisory Services, Llc 4.181 11,49 1.167 5,99
2026-02-17 13F Warren Averett Asset Management, LLC 249.113 -1,76 69.538 -6,66
2026-01-15 13F ERn Financial, LLC 8.468 -0,85 2.364 -5,82
2026-02-06 13F Advisory Alpha, LLC 46.487 0,18 12.977 -5,55
2026-02-09 13F Frazier Financial Advisors, LLC 399 0,00 111 -5,13
2026-01-21 13F Capital Advisors, Ltd. LLC 10.124 -0,78 3 0,00
2026-02-12 13F Laurel Oak Wealth Management, Llc 8.087 2.257
2026-02-09 13F Keating Financial Advisory Services, Inc. 141 39
2026-02-03 13F F/M Investments LLC 1.862 0,00 520 -5,12
2026-01-30 13F Keybank National Association/oh 5.802 16,76 1.620 10,97
2026-02-05 13F Tucker Asset Management Llc 27 0,00 8 0,00
2026-02-10 13F Peapack Gladstone Financial Corp 1.310 -4,73 0
2026-01-29 13F UBS Group AG 1.060.148 -0,97 295.930 -5,91
2026-02-12 13F StoneX Group Inc. 1.763 -55,63 493 -57,91
2026-01-28 13F Caliber Wealth Management, LLC / KS 1.729 -2,92 483 -7,84
2026-02-17 13F Stage Harbor Financial, Llc 1.015 0,00 283 -5,03
2026-02-02 13F Advanced Asset Management Advisors Inc 28 0,00 8 -12,50
2026-01-21 13F Capital Advisory Group Advisory Services, LLC 780 12,23 218 6,37
2025-11-13 13F Elevatus Welath Management 0 -100,00 0
2026-01-08 13F Gladwyn Financial Advisors, Inc. 35.337 3,36 9.864 -1,80
2026-01-22 13F Trilogy Capital Inc. 2.094 -0,99 585 -5,96
2026-02-13 13F Ieq Capital, Llc 4.853 -2,96 1.355 -7,83
2026-01-13 13F Waller Financial Planning Group, Inc 3.460 -9,16 966 -13,69
2026-01-20 13F Prospera Capital Management, LLC 0 -100,00 0 -100,00
2026-01-14 13F Eastern Bank 283 87,42 79 77,27
2026-02-09 13F Collaborative Wealth Managment Inc. 2.029 566
2026-02-12 13F Skopos Labs, Inc. 3.699 1.048
2025-08-28 NP TFAFX - Tactical Growth Allocation Fund Class I 150 43
2026-02-02 13F Bay Harbor Wealth Management, LLC 35 10
2026-01-30 13F Us Bancorp \de\ 182.929 44,73 51.084 37,49
2026-02-12 13F Davis R M Inc 1.965 0,00 549 -5,03
2025-11-14 13F Wick Capital Partners, LLC 3.011 -86,39 885 -12,13
2026-02-04 13F Topsail Wealth Management, LLC 138 0,00 39 -5,00
2025-09-26 NP BVAL - Bluemonte Large Cap Value ETF 11 3
2026-01-28 13F Headland Capital, LLC 1.119 0,00 312 -4,88
2026-02-13 13F/A New England Private Wealth Advisors LLC 1.007 0,00 281 -4,75
2026-02-17 13F Northern Trust Corp 23.980 39,15 6.694 32,22
2026-02-12 13F Great Valley Advisor Group, Inc. 14.050 -1,11 3.922 -6,06
2026-01-22 13F Willis Johnson & Associates, Inc. 13.799 -4,20 3.852 -8,98
2026-01-30 13F AMG National Trust Bank 868 0,00 242 -5,10
2025-10-28 13F MAS Advisors LLC 1.223 0,00 359 3,46
2026-01-22 13F Elm3 Financial Group, LLC 740 207
2026-02-02 13F Chapman Financial Group, Llc 10 0,00 3 0,00
2026-01-26 13F JNBA Financial Advisors 3.771 -0,34 1.053 -5,31
2026-02-17 13F Fwl Investment Management, Llc 518 0,00 145 -5,26
2026-02-17 13F D. E. Shaw & Co., Inc. 1.424 0,00 397 -5,02
2026-02-06 13F Signature Estate & Investment Advisors Llc 6.084 5,26 1.698 0,00
2026-02-10 13F Root Financial Partners, LLC 926 -29,10 258 -32,64
2026-02-09 13F Clearwater Capital Advisors, LLC 3.776 -0,55 1.054 -5,47
2026-02-13 13F Pinney & Scofield, Inc. 102 0,00 28 -3,45
2026-01-09 13F Friday Financial 4.161 62,60 1.162 54,59
2026-02-05 13F Mesirow Financial Investment Management, Inc. 784 -62,79 219 -64,72
2025-11-14 13F Strategic Wealth Partners, Ltd. 48 0,00 14 7,69
2026-02-06 13F TPG Financial Advisors, LLC 4.968 6,45 1.387 1,09
2026-02-03 13F Wesbanco Bank Inc 3.332 8,08 930 2,76
2026-02-13 13F Brown Advisory Inc 27.094 15,34 7.563 9,59
2026-01-29 13F Simon Quick Advisors, Llc 3.967 -6,31 1.107 -10,94
2025-11-07 13F Synovus Financial Corp 57.764 -0,48 17.002 2,81
2026-02-17 13F TCG Advisory Services, LLC 1.847 0,00 516 -4,98
2026-02-09 13F Nicolet Bankshares Inc 3.157 211,65 881 196,63
2026-02-17 13F Advisory Services Network, LLC 8.881 12,76 2.479 7,13
2026-02-05 13F Castle Rock Wealth Management, LLC 1.022 0,20 276 -8,31
2026-02-17 13F SageView Advisory Group, LLC 11.294 -3,93 3.153 -8,72
2026-02-11 13F Sunrise Financial Services, LLC 706 197
2026-02-13 13F Total Wealth Planning, Llc 4.016 -93,82 1.121 -94,13
2026-02-17 13F Capitolis Liquid Global Markets LLC 0 -100,00 0
2026-01-26 13F BLB&B Advisors, LLC 1.504 21,98 420 15,75
2026-02-03 13F BHK Investment Advisors, LLC 96.154 11,73 26.840 6,16
2026-02-17 13F Ibex Wealth Advisors 0 -100,00 0
2026-02-13 13F Golden State Wealth Management, LLC 28 0,00 8 -12,50
2026-02-13 13F Morgan Stanley 2.972.164 1,48 829.650 -3,58
2026-01-09 13F Silver Lake Advisory, LLC 7.389 -0,39 2.063 -5,37
2026-02-03 13F NewEdge Wealth, LLC 36.100 -6,84 10.077 -9,46
2026-01-23 13F Valley National Advisers Inc 6.140 4,76 2 0,00
2026-02-09 13F Waystone Advisors Llc 6.482 1.809
2026-02-13 13F Generations Wealth, LLC 5.622 1.569
2026-01-27 13F Berkshire Money Management, Inc. 6.200 1.731
2026-02-02 13F Ashton Thomas Securities, Llc 168 0,00 47 -6,12
2026-02-09 13F Morris Financial Concepts, Inc. 34 0,00 9 0,00
2026-02-13 13F J Hagan Capital, Inc. 1.849 -72,92 516 -74,28
2025-10-28 13F Prossimo Advisors, LLC 0 -100,00 0
2026-02-03 13F Manske Wealth Management 743 0,13 207 -5,05
2026-02-17 13F Alliancebernstein L.p. 5.141 20,85 1.435 14,89
2026-01-23 13F Arbor Investment Advisors, LLC 919 0,00 257 -4,83
2026-02-12 13F Mount Yale Investment Advisors, LLC 1.488 415
2026-01-28 13F EPG Wealth Management LLC 119 -6,30 33 -10,81
2026-02-10 13F FDx Advisors, Inc. 1.949 -0,61 1
2026-02-12 13F SWAN Capital LLC 31.979 -4,38 8.927 -9,15
2026-01-16 13F Taylor & Morgan Wealth Management, LLC 1.143 5,15 319 0,00
2026-01-23 13F Optima Capital Llc 37 10
2025-09-26 NP RNIN - Bushido Capital US SMID Cap Equity ETF 591 172
2026-01-28 13F Members Wealth Llc 4.210 -11,11 1.193 -14,23
2026-01-29 13F Courier Capital Llc 826 -3,84 231 -8,73
2026-02-06 13F Saranac Partners Ltd 0 -100,00 0
2026-02-17 13F Quantinno Capital Management LP 10.637 138,12 2.969 126,30
2026-01-27 13F Keystone Financial Services, LLC 2.038 -2,30 569 -7,19
2026-01-27 13F Regions Financial Corp 10.435 25,59 2.913 19,30
2026-02-13 13F Northwest Bancshares, Inc. 793 -9,58 221 -14,01
2026-01-26 13F Marion Wealth Management 55.658 2,16 15.717 -1,81
2026-01-29 13F New Hampshire Trust 1.212 0,00 338 -5,06
2026-01-27 13F Vantagepoint Investment Advisers Llc 984.312 5,10 274.761 -0,14
2026-02-03 13F Amara Financial, Llc. 2.514 7,90 702 2,49
2026-01-12 13F Daymark Wealth Partners, Llc 4.153 -26,88 1.159 -30,52
2026-01-14 13F Goelzer Investment Management, Inc. 2.567 30,70 717 24,09
2026-01-21 13F Mainstream Capital Management LLC 5.817 -7,46 1.624 -12,08
2026-01-26 13F Private Trust Co Na 1.585 -3,94 442 -8,68
2026-02-05 13F Paulson Wealth Management Inc. 1.387 -28,39 387 -31,99
2026-02-02 13F Blalock Williams, Llc 1.218 -25,28 340 -29,08
2026-02-17 13F Garden State Investment Advisory Services LLC 981 0,00 274 -4,86
2026-01-27 13F Werba Rubin Papier Wealth Management 10.031 5,48 2.800 0,25
2025-11-14 13F Imprint Wealth LLC 0 -100,00 0
2026-01-28 13F Cornerstone Advisory, LLC 5.467 6,51 1.526 1,13
2026-02-02 13F Legacy Edge Advisors, LLC 5.276 1.473
2026-02-12 13F Quadrant Capital Group Llc 9.466 -2,38 2.642 -7,23
2026-02-12 13F Summit Financial, LLC 1.214 339
2026-02-10 13F JMG Financial Group, Ltd. 26.029 -3,39 7.266 -8,21
2026-01-14 13F ORG Wealth Partners, LLC 0 -100,00 0
2025-11-14 13F Gts Securities Llc 0 -100,00 0 -100,00
2025-10-15 13F Stephens Consulting, LLC 0 -100,00 0 -100,00
2025-09-26 NP BLUC - Bluemonte Large Cap Core ETF 10 3
2026-02-12 13F Compass Capital Corp /ma/ /adv 2.394 -17,73 660 -21,05
2026-02-02 13F Sagace Wealth Management LLC 16.025 -1,36 4.473 -6,27
2026-02-05 13F Cornerstone Wealth Management, LLC 3.519 -5,73 982 -10,40
2026-01-22 13F Spirepoint Private Client, Llc 2.098 0,00 586 -5,03
2026-02-17 13F Cardiff Park Advisors, Llc 2.919 0,17 815 -4,91
2026-02-11 13F MCF Advisors LLC 1.899 6,63 530 1,34
2026-01-13 13F CPA Asset Management LLC 1.032 0,00 288 -4,95
2026-01-26 13F PFG Investments, LLC 1.099 3,48 307 -1,92
2026-02-03 13F Strategic Wealth Advisors LLC 10.899 3
2026-02-18 13F First Citizens Bank & Trust Co 0 -100,00 0
2026-02-18 13F Sierra Capital LLC 5.005 1,03 1 0,00
2026-01-07 13F Orgel Wealth Management, LLC 215.245 -1,92 60.083 -6,81
2026-02-11 13F Hapanowicz & Associates Financial Services, Inc 29.468 1,44 8.227 -3,62
2026-02-09 13F Hartland & Co., LLC 11.678 -1,10 3.260 -6,05
2026-02-10 13F IFG Advisory, LLC 10.661 2.976
2026-02-04 13F UNIVEST FINANCIAL Corp 1.662 0,18 464 -4,93
2026-02-02 13F Syntax Research, Inc. 837 0,00 234 -4,90
2026-02-13 13F Wilkerson Advisory Group LLC 2.000 558
2025-10-24 13F rebel Financial LLC 0 -100,00 3.846 -0,54
2026-02-09 13F Regimen Wealth, Llc 38.204 -0,36 10.664 -5,28
2026-01-23 13F Legacy Bridge, LLC 656 0,00 183 -4,69
2026-01-26 13F Phillips Financial Management, Llc 95 0,00 27 -3,70
2026-01-13 13F Presilium Private Wealth, Llc 93.548 8,40 26.113 3,00
2026-01-23 13F Ritholtz Wealth Management 3.212 4,56 897 -0,67
2026-02-03 13F Sequoia Financial Advisors, LLC 6.174 34,74 1.724 28,01
2026-02-17 13F/A Vance Wealth, Inc. 2.614 10,58 730 4,89
2026-01-15 13F Fifth Third Wealth Advisors LLC 6.165 1.721
2026-01-13 13F Capital Investment Advisors, LLC 798 11,76 223 6,22
2026-02-06 13F Creative Financial Designs Inc /adv 8.459 10,98 2.361 5,45
2025-08-27 NP Tidal Trust II - Tactical Advantage ETF 9.231 2.625
2026-01-09 13F Dopkins Wealth Management, Llc 884 0,00 247 -5,02
2026-01-14 13F Spire Wealth Management 3.643 -87,28 1.017 -87,92
2026-01-27 13F Sterling Financial Planning, Inc. 11.295 5,34 3.153 0,10
2026-02-06 13F Griffin Asset Management, Inc. 764 0,00 213 -4,91
2026-01-23 13F Westbourne Investment Advisors, Inc. 741 0,00 207 -5,07
2025-10-29 13F Nordwand Advisors, LLC 0 -100,00 0
2026-02-17 13F Snowden Capital Advisors LLC 739 7,57 206 1,98
2026-01-14 13F Cypress Wealth Services, LLC 2.042 570
2025-11-14 13F Prosperity Wealth Management, Inc. 1.280 -5,81 376 -2,59
2026-02-13 13F Tudor Financial Inc. 2.916 13,51 814 7,82
2026-02-02 13F Robertson Stephens Wealth Management, LLC 46.551 2,24 12.994 -3,00
2026-02-13 13F Beacon Financial Advisory LLC 1.007 281
2026-02-17 13F Fmr Llc 250.251 0,43 69.855 -4,58
2026-01-30 13F Simplicity Wealth,LLC 1.074 -36,60 300 -39,84
2026-02-04 13F Ameritas Advisory Services, LLC 23.987 629,53 6.696 593,06
2026-01-27 13F Belpointe Asset Management LLC 46.907 -31,94 13.094 -35,34
2026-02-05 13F Navalign, LLC 82 23
2026-02-12 13F Insigneo Advisory Services, Llc 2.039 0,00 569 -5,01
2026-01-27 13F Godsey & Gibb Associates 34 9
2026-02-05 13F Rossmore Private Capital 150 0,00 42 -6,82
2026-02-13 13F Excelsior Advisor Network LLC 796 222
2026-02-17 13F Qube Research & Technologies Ltd 3.585 170,77 1.001 157,73
2026-02-12 13F Resurgent Financial Advisors LLC 2.270 0,89 634 -4,24
2026-02-11 13F Strategic Financial Partners, Ltd. 2.883 -1,37 805 -6,18
2026-02-11 13F Tiaa Trust, National Association 612.630 -1,97 171.010 -6,86
2026-01-20 13F Tritonpoint Wealth, Llc 8.492 0,59 2.371 -4,55
2026-01-20 13F Accel Wealth Management 4.178 0,00 1.166 -4,97
2026-01-21 13F Paladin Advisory Group, LLC 57 0,00 16 -6,25
2026-02-04 13F Tsfg, Llc 8.549 -2,46 2 0,00
2025-11-06 13F Plan A Wealth LLC 0 -100,00 0 -100,00
2025-11-12 13F RKL Wealth Management LLC 0 -100,00 0
2026-02-02 13F PKS Advisory Services, LLC 4.024 -0,86 1.123 -5,79
2026-02-13 13F Perryman Financial Advisory Inc /ad 1.504 420
2025-11-13 13F Strategic Financial Concepts, LLC 0 -100,00 0 -100,00
2026-01-16 13F Kwmg, Llc 137.813 1,46 38.469 -3,60
2026-02-17 13F Wiley Bros.-aintree Capital, Llc 64.369 4,43 17.969 -0,76
2026-02-13 13F Rosenblum Silverman Sutton S F Inc /ca 0 -100,00 0
2025-11-04 13F Wallace Hart LLC 0 -100,00 0 -100,00
2026-01-05 13F Noble Wealth Management PBC 1.375 0,00 384 -4,96
2026-01-09 13F Lwm Advisors Inc 1.182 0,00 330 -5,19
2026-01-23 13F Diversify Advisory Services, LLC 882 4,75 252 2,45
2026-02-17 13F Raymond James Financial Inc 555.289 24,37 155.003 18,17
2026-02-03 13F Sigma Investment Counselors Inc 928 0,00 259 -4,78
2026-02-10 13F Evolution Wealth Management Inc. 7 0,00 2 -50,00
2026-01-15 13F Brookstone Capital Management 9.416 -44,05 2.628 -46,84
2026-01-21 13F McNamara Financial Services, Inc. 3.259 -1,12 910 -6,10
2026-02-11 13F TruNorth Capital Management, LLC 0 -100,00 0
2025-08-28 NP SIRAX - Sierra Tactical All Asset Fund Class A 42.600 -22,40 12.115 -13,03
2026-01-12 13F VisionPoint Advisory Group, LLC 889 -29,83 248 -33,33
2026-02-12 13F BRYN MAWR TRUST Co 115.759 -2,30 32.313 -7,17
2026-02-04 13F Rockbridge Investment Management, LCC 1.682 -0,88 470 -5,82
2026-02-03 13F SBI Securities Co., Ltd. 206 7,29 58 1,79
2026-02-12 13F Brown Brothers Harriman & Co 2.593 17,17 724 11,23
2026-02-14 13F American Trust 1.116 -3,38 312 -8,26
2026-02-17 13F Strive Financial Group ,LLC 68 19
2026-02-13 13F SRS Capital Advisors, Inc. 16.427 4.586
2026-02-14 13F Howe & Rusling Inc 50 0,00 14 -7,14
2026-01-30 13F Samalin Investment Counsel, LLC 859 -17,80 240 -21,90
2026-01-27 13F Richards, Merrill & Peterson, Inc. 547 0,00 153 -5,00
2026-01-29 13F S.A. Mason LLC 1.000 0,00 279 -4,78
2026-02-09 13F Strategic Financial Services, Inc, 2.582 9,31 707 2,02
2026-02-18 13F Pacific Excel Wealth Advisors, Inc. 1.253 350
2026-01-28 13F Morton Brown Family Wealth, LLC 1.480 -15,77 413 -19,96
2026-02-12 13F Steward Partners Investment Advisory, Llc 51.501 -21,01 14.376 -24,95
2026-02-13 13F Kestra Advisory Services, LLC 0 -100,00 0
2026-02-09 13F MSH Capital Advisors LLC 12.891 -0,09 3.598 -5,07
2026-02-09 13F Weinberger Asset Management, Inc 7.686 -5,68 2.145 -10,40
2026-01-26 13F Lowery Thomas, Llc 7.304 1,46 2.039 -3,64
2026-01-30 13F American Financial & Tax Strategies Inc 11.499 -5,37 3.210 -10,11
2026-02-06 13F IFP Advisors, Inc 65.257 2,42 18.216 -2,69
2026-02-09 13F Smithfield Trust Co 3.437 -7,48 1 -100,00
2026-01-20 13F Steel Peak Wealth Management LLC 841 -70,07 235 -71,64
2026-02-10 13F 360 Financial, Inc. 29.521 0,00 8.673 0,00
2026-02-12 13F Advocate Investing Services LLC 2.533 707
2026-02-11 13F Next Capital Management LLC 5.020 0,00 1.401 -4,95
2026-02-09 13F Sawgrass Asset Management Llc 4.000 -55,95 1.117 -58,16
2026-01-28 13F Geneos Wealth Management Inc. 4.811 -0,02 1.343 -5,02
2026-02-17 13F Main Street Financial Solutions, LLC 8.180 -5,74 2.283 -10,44
2026-01-20 13F Independence Bank of Kentucky 55 0,00 15 -6,25
2026-01-23 13F High Net Worth Advisory Group LLC 6.888 92,24 1.923 82,70
2026-02-10 13F Horizon Bancorp Inc /in/ 3.633 -2,02 1 0,00
2026-01-23 13F Capital Investment Counsel, Inc 5 1
2026-01-20 13F Trust Co Of Toledo Na /oh/ 464 0,00 130 -5,15
2026-02-17 13F Gotham Asset Management, LLC 3.452 17,74 964 11,85
2026-02-05 13F Td Private Client Wealth Llc 1.295 -8,61 361 -13,22
2026-02-09 13F Avalon Trust Co 37 0,00 10 0,00
2026-02-03 13F Coston, McIsaac & Partners 19 0,00 0
2026-02-11 13F Gwn Securities Inc. 2.386 12,18 666 5,55
2026-01-20 13F Cooksen Wealth, LLC 8.877 0,41 2.478 -4,58
2026-02-17 13F Align Financial, LLC 96.582 97
2026-01-15 13F Lodestone Wealth Management LLC 1.356 1,88 379 -3,08
2026-01-26 13F United Advisor Group, LLC 737 -4,41 206 -9,29
2026-01-23 13F Rfg Holdings, Inc. 1.494 0,34 417 -4,58
2026-01-21 13F Ledyard National Bank 1.751 -2,88 489 -7,75
2026-02-02 13F Wells Financial Advisors INC 1.246 -7,08 348 -11,70
2026-02-03 13F International Assets Investment Management, Llc 1.358 379
2026-02-03 13F RWM Asset Management, LLC 16.030 1,03 4.544 -2,51
2026-02-02 13F Holistic Planning, LLC 5.764 -18,01 1.609 -22,13
2026-02-02 13F Farmers & Merchants Trust Co of Chambersburg PA 25.971 -1,23 7 0,00
2026-02-13 13F Mariner, LLC 170.336 4,55 47.548 -0,66
2026-02-04 13F American Institute for Advanced Investment Management, LLP 4.777 0,00 1.333 -4,99
2026-01-21 13F Warner Financial, Inc 4.932 0,26 1 0,00
2026-01-16 13F IVC Wealth Advisors LLC 20.962 -8,05 5.851 -12,63
2026-01-30 13F Archer Investment Corp 693 0,00 193 -4,93
2026-02-11 13F J.w. Cole Advisors, Inc. 14.198 -0,61 2.372 -43,47
2025-10-14 13F HBK Sorce Advisory LLC 2.582 767
2026-01-21 13F Sound Income Strategies, LLC 32.373 72,66 9.238 66,61
2026-01-23 13F Meridian Financial, LLC 8.802 -1,08 2.457 -6,04
2026-01-29 13F Financial Life Planners 0 -100,00 0
2026-02-11 13F Dearborn Partners Llc 1.721 0,00 480 -4,95
2026-02-17 13F Citadel Advisors Llc Call 0 -100,00 0
2026-01-27 13F Sage Financial Group Inc 36.290 1,90 10.130 -3,18
2026-01-26 13F Harbor Asset Planning, Inc. 78 0,00 22 -8,70
2026-01-06 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 349.157 1,62 97.436 -3,45
2026-01-21 13F Townsend Asset Management Corp /nc/ /adv 1.731 -0,52 483 -5,48
2026-02-03 13F Bokf, Na 42.582 10,77 11.886 5,25
2026-01-13 13F FC Advisory LLC 5.333 1,37 1.489 -3,69
2026-02-06 13F Evergreen Wealth Management, LLC 4.456 -4,89 1.244 -9,67
2026-02-11 13F SOUTH STATE Corp 590 0,00 165 -5,20
2026-01-14 13F Acropolis Investment Management, LLC 1.475 3,65 412 1,73
2026-01-20 13F Sanibel Captiva Trust Company, Inc. 803 0,00 224 -4,68
2026-01-21 13F Newbridge Financial Services Group, Inc. 29.181 11,77 8.146 6,19
2026-02-17 13F Royal Bank Of Canada 1.777.796 -9,95 496.254 -14,44
2026-02-11 13F Vermillion Wealth Management, Inc. 487 0,21 136 -4,93
2026-01-20 13F AdvisorNet Financial, Inc 2.272 2,07 634 -3,06
2026-02-13 13F Resources Investment Advisors, LLC. 5.364 -10,54 1.497 -14,99
2026-01-23 13F Tower View Investment Management & Research LLC 10.416 -2,01 2.908 -6,92
2026-02-09 13F Coldstream Capital Management Inc 1.047 -0,66 292 -5,50
2026-01-23 13F Carnegie Capital Asset Management, LLC 3.004 1,56 839 -3,57
2026-02-06 13F Copia Wealth Management 1.432 -0,83 400 -5,90
2026-02-06 13F Associated Banc-corp 80.175 109,42 22.380 98,99
2026-02-17 13F Wellington Management Group Llp 11.955 3.337
2026-02-17 13F Sherman Porfolios, Llc 3.003 838
2026-01-23 13F Galvin, Gaustad & Stein, LLC 960 0,00 268 -5,32
2025-10-16 13F Custos Family Office, LLC 0 -100,00 0
2026-02-13 13F Flow Traders U.s. Llc 6.303 2
2026-02-04 13F Washington Trust Bank 2.624 -1,13 732 -6,03
2026-02-06 13F HighTower Advisors, LLC 133.573 0,82 37.286 -4,23
2026-02-13 13F Element Wealth, LLC 901 0,00 252 -4,92
2026-01-29 13F West Bancorporation Inc 2.318 -2,07 647 -6,91
2025-11-13 13F Obsidian Personal Planning Solutions LLC 1.494 0,00 436 2,83
2026-02-06 13F Envestnet Portfolio Solutions, Inc. 4.057 14,15 1.132 8,43
2026-02-06 13F Lloyd Advisory Services, LLC. 4 1
2026-02-05 13F Duncan Williams Asset Management, LLC 1.287 0,31 349 -7,18
2026-02-09 13F Key FInancial Inc 923 3,59 258 -1,53
2026-02-11 13F LPL Financial LLC 876.401 6,78 244.638 1,46
2026-02-13 13F Motiv8 Investments LLC 220 0
2026-02-12 13F Absolute Capital Management, LLC 0 -100,00 0
2026-02-03 13F Winch Advisory Services, LLC 185 15,62 52 8,51
2026-01-27 13F Fortis Capital Advisors, LLC 6.916 -1,26 1.931 -6,17
2026-02-18 13F GWM Advisors LLC 145.233 3,78 40.540 -1,39
2026-01-15 13F Bernard Wealth Management Corp. 4 0,00 1 0,00
2026-01-23 13F ERTS Wealth Advisors, LLC 59.122 2,09 16.503 -3,00
2025-11-25 13F Alexander Labrunerie & Co., Inc. 7.938 60,59 2.332 65,98
2025-11-21 13F Forefront Analytics, LLC 0 -100,00 0 -100,00
2026-02-11 13F Dorsey & Whitney Trust CO LLC 1.219 12,14 340 6,58
2026-02-03 13F McIlrath & Eck, LLC 122 0,00 34 -2,86
2025-11-14 13F CI Private Wealth, LLC 77.517 310,79 22.774 324,39
2026-02-10 13F Texas Yale Capital Corp. 26.898 19,86 7.508 13,88
2026-01-16 13F Crewe Advisors LLC 458 0,00 128 -5,22
2026-01-28 13F Field & Main Bank 90 0,00 25 -3,85
2026-02-03 13F RFG Advisory, LLC 1.587 6,80 443 1,38
2026-02-06 13F Vestmark Advisory Solutions, Inc. 1.488 415
2026-01-21 13F Mayfair Advisory Group, LLC 856 -4,36 241 -8,40
2026-02-04 13F Bridgewealth Advisory Group, LLC 2.468 0,00 689 -4,97
2026-02-06 13F Blackston Financial Advisory Group, LLC 880 1,85 246 -3,16
2026-02-09 13F Mathes Company, Inc. 3.820 -34,36 1 0,00
2026-02-13 13F Mosaic Family Wealth Partners, Llc 0 -100,00 0
2026-01-14 13F/A TABR Capital Management, LLC 7.389 2.063
2026-01-16 13F Ronald Blue Trust, Inc. 109 -7,63 30 -11,76
2026-01-28 13F WMG Financial Advisors, LLC 0 -100,00 0
2026-02-11 13F Comprehensive Financial Planning, Inc./PA 200 0,00 56 -5,17
2026-02-11 13F Jessup Wealth Management, Inc 22 6
2026-02-10 13F Easterly Investment Partners Llc 917 0,00 256 -5,20
2026-02-13 13F McAdam, LLC 203.205 4,95 56.723 -0,28
2026-02-17 13F Strategic Investment Advisors / MI 47.548 5,03 13.282 -0,54
2026-01-28 13F Atwood & Palmer Inc 20 0,00 6 0,00
2026-01-09 13F Dynamic Advisor Solutions LLC 12.724 5,88 3.552 0,59
2026-01-20 13F Aspiriant, Llc 2.398 0,00 669 -4,97
2026-02-17 13F Coastal Bridge Advisors, LLC 750 0,00 209 -5,00
2026-02-17 13F Captrust Financial Advisors 45.966 -0,17 12.831 -5,15
2026-01-28 13F May Barnhard Investments LLC 19.849 0,53 5.541 -4,50
2026-01-28 13F N.E.W. Advisory Services LLC 1.688 0,00 471 -4,85
2026-02-06 13F Csenge Advisory Group 5.469 -5,43 1.527 -10,13
2026-02-02 13F KPP Advisory Services LLC 10.377 0,86 2.897 -4,17
2026-02-04 13F Hallmark Capital Management Inc 12.797 -6,21 3.572 -10,88
2026-02-17 13F Ameriprise Financial Inc 363.929 19,83 101.553 13,88
2026-01-07 13F Central Pacific Bank - Trust Division 15 0,00 4 0,00
2026-01-13 13F Olistico Wealth, LLC 475 133
2026-02-06 13F SGL Investment Advisors, Inc. 2.336 17,86 622 7,80
2026-01-23 13F Evolution Advisers, Inc. 2.389 0,00 1
2026-01-22 13F Pinnacle Bancorp, Inc. 2.335 -4,65 652 -9,46
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0
2025-11-13 13F Fft Wealth Management Llc 0 -100,00 0 -100,00
2026-01-23 13F/A Greenup Street Wealth Management Llc 21.088 -2,64 5.887 -7,50
2026-01-27 13F Waterfront Wealth Inc. 2.835 0,00 805 -1,95
2026-02-06 13F Condor Capital Management 71.437 -2,43 19.941 -7,29
2026-01-29 13F Advisors Capital Management, LLC 2.486 7,48 694 2,21
2026-01-15 13F MOR Wealth Management, LLC 1.032 288
2026-02-09 13F White Lighthouse Investment Management Inc. 12.700 5,90 3.545 0,62
2026-02-17 13F Asset Management Group, Inc. 20.538 0,17 5.733 -4,81
2025-08-28 NP Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class 29.700 -29,79 8.446 -21,31
2026-01-13 13F Norden Group Llc 6.429 55,44 1.795 47,65
2026-01-29 13F Klingman & Associates, LLC 1.288 0,00 360 -5,03
2026-01-23 13F Brown Miller Wealth Management, LLC 743 -4,50 207 -9,21
2026-02-17 13F First Manhattan Co 0 -100,00 0
2026-02-06 13F Eqis Capital Management, Inc. 1.430 -43,68 399 -46,44
2026-02-05 13F Mission Wealth Management, Lp 1.292 -37,49 361 -40,69
2025-10-27 13F Q3 Asset Management 0 -100,00 0
2025-11-05 13F Moloney Securities Asset Management, LLC 2.104 0,00 618 3,34
2026-02-02 13F Nicholas Hoffman & Company, LLC. 732 0,00 204 -5,12
2026-02-10 13F Clarity Capital Advisors, LLC 889 0,00 248 -4,98
2025-11-12 13F Accredited Wealth Management, LLC 179 148,61 21 5,00
2025-11-12 13F Willow Creek Wealth Management Inc. 1.148 -10,73 337 -7,67
2026-02-03 13F Falcon Wealth Planning 5.501 -2,05 1.536 -6,91
2026-02-10 13F Founders Financial Securities Llc 9.611 10,98 2.683 5,42
2026-01-13 13F Synergy Financial Management, LLC 921 -70,16 257 -71,09
2026-01-28 13F Barrett & Company, Inc. 210 0,00 59 -4,92
2026-01-23 13F Creative Capital Management Investments LLC 5 1
2026-01-29 13F D.a. Davidson & Co. 44.533 3,72 12.431 -1,45
2026-01-15 13F Columbus Macro, LLC 936 0,00 261 -4,74
2026-02-09 13F Bleakley Financial Group, LLC 18.104 5.054
2026-02-13 13F Gen-Wealth Partners Inc 794 0,00 222 -5,15
2026-02-09 13F Ellerson Group Inc /adv 720 -59,32 201 -61,54
2026-01-15 13F Archford Capital Strategies, LLC 1.804 0,00 504 -4,91
2026-02-05 13F Wilson & Boucher Capital Management, LLC 1.200 0,00 335 -5,11
2026-01-28 13F Bedel Financial Consulting, Inc. 779 217
2026-02-03 13F Gallacher Capital Management LLC 1.111 0,00 310 -4,91
2025-08-28 NP Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares 2.717 146,11 773 175,71
2026-01-23 13F DHJJ Financial Advisors, Ltd. 224 0,00 63 -4,62
2026-02-05 13F Pinnacle Associates Ltd 850 237
2026-02-05 13F Pacific Sun Financial Corp 1.590 0,00 444 -5,14
2026-02-05 13F Thrivent Financial For Lutherans 8.410 740,16 2
2026-02-12 13F Renaissance Technologies Llc 6.000 -17,81 1.675 -21,92
2026-02-13 13F Pin Oak Investment Advisors Inc 88 0
2026-02-10 13F Thompson Siegel & Walmsley Llc 2.601 0,00 1
2026-02-17 13F Redwood Investment Management, Llc 25.816 12,31 7 16,67
2026-02-12 13F Schneider Downs Wealth Management Advisors, LP 1.105 0,00 308 -4,94
2026-02-05 13F AlphaCore Capital LLC 529 134,07 148 122,73
2026-01-21 13F Aaron Wealth Advisors LLC 1.651 0,00 461 -5,15
2026-01-12 13F Moody National Bank Trust Division 12.255 3,43 3.421 -1,75
2026-01-23 13F Investment Advisory Group, LLC 882 -0,34 246 -5,38
2026-01-15 13F Trust Co 154.389 2,33 43.096 -2,77
2026-02-13 13F Cornerstone Financial Management LLC 307 86
2026-01-05 13F BancFirst Trust & Investment Management 0 -100,00 0
2026-02-02 13F Opes Wealth Management LLC 55.345 1,48 15.449 -3,59
2026-01-22 13F Systelligence, LLC 0 -100,00 0
2026-01-26 13F Pennsylvania Capital Management Inc /adv 4.882 8,80 1.363 3,34
2026-02-17 13F Cetera Investment Advisers 224.545 0,76 62.679 -4,26
2026-02-17 13F Vertex Planning Partners, LLC 0 -100,00 0
2026-02-11 13F Zions Bancorporation, National Association /ut/ 3.632 0,00 1.014 -5,06
2026-02-05 13F Armor Investment Advisors, LLC 800 0,00 223 -5,11
2026-02-09 13F Atlantic Trust, LLC 150 0,00 42 -6,82
2026-02-17 13F NorthRock Partners, LLC 2.576 28,16 719 21,86
2025-10-30 13F Ridgewood Investments LLC 2.770 -1,46 814 1,75
2026-02-05 13F Western Wealth Management, LLC 3.683 1,46 1.028 -3,56
2026-01-15 13F McGlone Suttner Wealth Management, Inc. 918 0,11 256 -4,83
2026-01-20 13F October Effect Ltd 856 0,00 239 -5,18
2026-01-30 13F Citizens Financial Group Inc/ri 19.858 3,11 5.543 -2,17
2026-01-20 13F Fundamentun, Llc 1.968 -0,15 549 -5,18
2026-02-12 13F Colonial Trust Advisors 4.665 -2,34 1.302 -7,20
2026-02-17 13F Prosperity Consulting Group, LLC 18.375 -5,89 5.129 -10,58
2026-02-12 13F Grey Fox Wealth Advisors, LLC 0 -100,00 0
2026-02-05 13F Center for Financial Planning, Inc. 88 0,00 25 -4,00
2026-01-12 13F Founders Grove Wealth Partners, Llc 11.533 0,35 3.219 -4,65
2026-01-15 13F Refined Wealth Management 1.143 319
2026-02-13 13F Financial Freedom, LLC 1.820 0,05 508 -5,06
2026-01-08 13F Wealth Enhancement Advisory Services, Llc 149.851 1,74 43.263 -0,13
2026-02-13 13F MorganRosel Wealth Management, LLC 32.270 1,30 9.008 -3,75
2026-01-23 13F Steigerwald, Gordon & Koch Inc. 200 0,00 56 -5,17
2025-11-14 13F Hilltop Holdings Inc. 0 -100,00 0 -100,00
2026-01-27 13F TD Waterhouse Canada Inc. 185 0,00 52 -5,56
2026-01-13 13F Mather Group, Llc. 19.239 -0,03 5.370 -5,01
2026-02-02 13F Partners in Financial Planning 1.313 -4,79 367 -9,63
2026-02-03 13F Orion Capital Management LLC 870 0,35 243 -4,72
2026-02-13 13F Sterling Capital Management LLC 910 49,43 254 42,70
2026-01-06 13F Davis Investment Partners, LLC 47.669 -5,15 13.402 -9,26
2026-02-18 13F Financial Advisory Service, Inc. 6.700 -3,44 1.870 -8,24
2026-02-05 13F Avantax Planning Partners, Inc. 45.816 -4,76 12.789 -9,50
2026-02-10 13F MidAtlantic Capital Management, Inc. 15.040 0,91 4.198 -4,11
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