VPU - Vanguard World Fund - Vanguard Utilities ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (ARCA)

Vanguard World Fund - Vanguard Utilities ETF
US ˙ ARCA ˙ US92204A8760

Grundlæggende statistik
Institutionelle ejere 664 total, 662 long only, 0 short only, 2 long/short - change of 5,21% MRQ
Gennemsnitlig porteføljeallokering 0.1973 % - change of -16,11% MRQ
Institutionelle aktier (lange) 13.263.161 (ex 13D/G) - change of 0,43MM shares 3,36% MRQ
Institutionel værdi (lang) $ 2.399.116 USD ($1000)
Institutionelt ejerskab og aktionærer

Vanguard World Fund - Vanguard Utilities ETF (US:VPU) har 664 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 13,263,161 aktier. Største aktionærer omfatter Morgan Stanley, Bank Of America Corp /de/, LPL Financial LLC, Northwestern Mutual Wealth Management Co, Beacon Capital Management, Inc., Envestnet Asset Management Inc, Empower Advisory Group, LLC, Wells Fargo & Company/mn, UBS Group AG, and Ameriprise Financial Inc .

Vanguard World Fund - Vanguard Utilities ETF (ARCA:VPU) 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 March 12, 2026 is 200,63 / share. Previously, on March 13, 2025, the share price was 167,58 / share. This represents an increase of 19,72% over that period.

VPU / Vanguard World Fund - Vanguard Utilities 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.

AI+ Ask Fintel’s AI assistant about Vanguard World Fund - Vanguard Utilities ETF.

Select a question to share a public post with an AI-crafted answer.

Thinking of good questions…
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.

VPU / Vanguard World Fund - Vanguard Utilities 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 638 -6,73
2026-02-17 13F Mittelman Wealth Management 20.814 32,52 3.851 29,49
2026-02-17 13F Adams Wealth Management 14.444 0,05 2.673 -2,27
2026-02-17 13F Quadrature Capital Ltd 79.615 14.732
2026-01-23 13F Charter Oak Capital Management, LLC 6.431 -0,06 1.190 -2,38
2026-02-05 13F Thrivent Financial For Lutherans 3.124 70,62 1
2026-02-04 13F Northeast Investment Management 2.498 0,00 462 -2,33
2026-01-05 13F Park National Corp /oh/ 3.422 -12,64 633 -14,57
2026-01-29 13F D.a. Davidson & Co. 2.775 12,44 514 9,85
2026-02-10 13F/A Northwestern Mutual Wealth Management Co 679.099 3,13 125.660 0,75
2026-02-05 13F AlphaCore Capital LLC 9.728 0,74 1.800 -1,59
2026-02-09 13F Interactive Financial Advisors 4.265 -4,69 789 -6,85
2026-02-13 13F Sofos Investments, Inc. 2 -90,91 0 -100,00
2026-02-17 13F Advisor Group Holdings, Inc. 230.614 -0,96 42.717 -1,43
2026-01-16 13F Aspire Capital Advisors LLC 26.569 -0,58 4.916 -2,88
2026-01-22 13F Venturi Wealth Management, LLC 23.779 4.400
2026-01-23 13F DHJJ Financial Advisors, Ltd. 432 0,00 80 -2,47
2026-02-10 13F One Capital Management, LLC 2.047 0,00 379 -2,33
2026-02-13 13F Nan Shan Life Insurance Co., Ltd. 0 -100,00 0
2026-02-17 13F Mercer Global Advisors Inc /adv 29.809 0,37 5.516 -1,96
2026-01-27 13F Stillwater Wealth Management Group 4.326 800
2026-02-05 13F Panoramic Investment Advisors, Llc 1.654 0,55 306 -1,61
2026-02-05 13F Mission Wealth Management, Lp 2.931 0,90 542 -1,45
2026-01-23 13F LOM Asset Management Ltd 3.780 0,00 699 -2,37
2026-01-08 13F Ulland Investment Advisors, LLC 245 0,00 0
2026-01-27 13F Jackson, Grant Investment Advisers, Inc. 410 0,74 76 -2,60
2026-02-03 13F RFG Advisory, LLC 5.211 189,50 964 182,70
2026-02-09 13F SLT Holdings LLC Call 20.000 3.701
2026-02-13 13F Independent Family Office, LLC 0 -100,00 0
2026-02-17 13F IHT Wealth Management, LLC 4.198 -2,67 777 -4,90
2026-02-26 13F TD Capital Management LLC 50 0,00 9 0,00
2026-02-06 13F Axxcess Wealth Management, Llc 10.762 91,26 1.991 86,95
2026-02-02 13F Heritage Financial Services, LLC 1.314 0,00 243 -2,02
2026-01-13 13F Capital Investment Advisors, LLC 1.681 -7,02 311 -9,06
2026-02-11 13F Jessup Wealth Management, Inc 144 27
2025-11-04 13F Guerra Advisors Inc 15.127 -0,99 2.865 6,27
2026-01-20 13F Raab & Moskowitz Asset Management LLC 12.975 -0,72 2.401 -3,03
2026-01-28 13F Badgley Phelps Wealth Managers, LLC 3.010 557
2026-01-08 13F Legacy Private Trust Co. 1.684 0,00 312 -2,20
2026-02-13 13F Integrity Financial Corp /WA 13 62,50 2 100,00
2026-01-22 13F Investment Advisory Services Inc /tx /adv 4.108 0,00 760 -2,31
2026-01-23 13F Axiom Financial Strategies, LLC 3.337 29,95 617 26,95
2026-02-11 13F Strategic Advocates LLC 121 95,16 23 100,00
2026-01-06 13F Tucker Asset Management Llc 0 -100,00 0
2026-01-26 13F Mountain Hill Investment Partners Corp. 12 0,00 2 0,00
2026-02-11 13F OneAscent Financial Services LLC 3.598 25,37 666 22,47
2026-02-13 13F Vivaldi Capital Management, LLC 1.352 0,00 250 -2,34
2025-11-14 13F Hrt Financial Lp 0 -100,00 0
2026-02-12 13F Principal Securities, Inc. 0 -100,00 0
2026-01-29 13F Kestra Private Wealth Services, Llc 5.411 9,05 1.001 6,60
2026-02-06 13F Vestmark Advisory Solutions, Inc. 5.031 40,41 931 37,32
2026-01-28 13F Retirement Planning Co of New England, Inc. 1.672 0,06 309 -2,22
2026-01-12 13F Byrne Asset Management LLC 5 1
2026-02-18 13F GWM Advisors LLC 14.531 21,20 2.689 18,41
2026-02-05 13F Western Wealth Management, LLC 16.028 1.008,44 2.966 986,08
2026-01-28 13F Barrett & Company, Inc. 275 0,00 51 -3,85
2026-02-17 13F Per Stirling Capital Management, LLC. 2.246 7,83 416 5,33
2026-02-06 13F Blackston Financial Advisory Group, LLC 2.345 -0,68 434 -3,13
2026-01-29 13F Advisors Capital Management, LLC 3.859 0,63 714 -1,65
2026-01-12 13F AllSquare Wealth Management LLC 40 0,00 8 0,00
2026-01-21 13F Flagship Harbor Advisors, Llc 392 73
2026-02-02 13F SNS Financial Group, LLC 2.250 0,00 416 -2,35
2026-01-16 13F DiNuzzo Private Wealth, Inc. 2.706 1,39 501 2,67
2026-01-30 13F Citizens Financial Group Inc/ri 2.326 33,76 430 30,70
2026-02-17 13F Ameriprise Financial Inc 341.238 14,76 63.244 12,17
2026-02-10 13F Nelson Capital Management, LLC 61.406 1,47 11.362 -0,87
2026-02-02 13F Truist Financial Corp 50.388 -4,44 9.324 -6,65
2026-01-23 13F Fifth Third Securities, Inc. 11.939 1,08 2.209 -1,25
2026-01-28 13F Salomon & Ludwin, LLC 268 -5,30 50 -9,26
2026-01-12 13F Evanson Asset Management, LLC 2.982 0,00 552 -2,30
2026-01-23 13F U.S. Capital Wealth Advisors, LLC 14.215 8,87 2.630 6,35
2026-02-04 13F Twin Lakes Capital Management, LLC 175 0,00 32 -3,03
2026-01-28 13F Bigelow Investment Advisors, LLC 13.188 6,70 2.440 4,23
2026-02-05 13F Pacific Sun Financial Corp 1.170 0,00 216 -2,26
2026-01-09 13F First Heartland Consultants, Inc. 3.995 -12,02 739 -14,07
2026-01-05 13F Noble Wealth Management PBC 11 0,00 2 0,00
2026-02-04 13F Fourth Dimension Wealth, LLC 100 0,00 19 0,00
2026-02-09 13F Carl P. Sherr & Co., LLC 7.732 1,12 1.454 0,35
2026-02-13 13F QTR Family Wealth, LLC 3.080 -3,21 590 -1,99
2026-01-28 13F CAPROCK Group, Inc. 2.951 -9,20 546 -7,93
2026-02-03 13F Retirement Planning Group 10.508 8,83 1.944 6,35
2025-10-31 13F First Command Advisory Services, Inc. 0 -100,00 0 -100,00
2026-02-03 13F McIlrath & Eck, LLC 42.248 21.565,64 7.818 21.613,89
2025-11-12 13F BTS Asset Management, Inc. 0 -100,00 0 -100,00
2026-01-12 13F Founders Grove Wealth Partners, Llc 7.712 -1,27 1.427 -3,52
2026-01-29 13F Quadcap Wealth Management, LLC 0 -100,00 0
2026-02-09 13F White Lighthouse Investment Management Inc. 18.674 -0,31 3.455 -2,59
2026-01-26 13F RBA Wealth Management, LLC 1.400 2,26 259 0,00
2026-01-30 13F Bogart Wealth, LLC 419 -6,47 78 -8,33
2026-02-03 13F Patten & Patten Inc/tn 1.251 0,00 231 -2,12
2026-02-17 13F Windsor Advisory Group, LLC 0 -100,00 0
2026-01-21 13F First United Bank Trust/ 90 0,00 17 -5,88
2025-11-03 13F Bank of New York Mellon Corp 0 -100,00 0 -100,00
2026-02-04 13F Community Bank, N.A. 65 0,00 12 0,00
2026-02-10 13F Calton & Associates, Inc. 8.302 0,07 1.536 -2,23
2026-01-30 13F Caldwell Trust Co 892 0,00 165 -1,79
2026-02-11 13F Mitchell Mcleod Pugh & Williams Inc 1.709 322
2026-02-18 13F Hershey Financial Advisers, LLC 9.560 -3,69 1.769 -5,96
2026-01-08 13F Wealth Enhancement Advisory Services, Llc 22.565 7,25 4.207 2,26
2026-02-12 13F Gould Capital, LLC 31 0,00 6 0,00
2026-02-17 13F Cetera Investment Advisers 185.382 0,07 34.303 -2,24
2026-02-05 13F Dougherty & Associates, LLC 12.747 2.359
2026-01-28 13F Wingate Wealth Advisors, Inc. 1.645 304
2026-02-11 13F Cedar Mountain Advisors, LLC 122 0,00 23 -4,35
2026-01-23 13F Farther Finance Advisors, LLC 29.068 12,84 5.379 10,23
2026-01-13 13F Roberts Wealth Advisors, LLC 1.581 -2,77 292 -4,89
2026-01-12 13F DAVENPORT & Co LLC 6.121 0,38 1.133 -1,99
2026-01-16 13F Dorato Capital Management 1.595 299
2025-11-04 13F L.m. Kohn & Company 0 -100,00 0
2026-02-17 13F Greenline Partners, LLC 40.610 8,22 7.515 5,73
2026-02-18 13F Financial Advisory Service, Inc. 163 0,62 30 0,00
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-02-13 13F Creekside Partners 3.777 0,08 699 -2,24
2026-01-07 13F Sulzberger Capital Advisors, Inc. 5.832 24,59 1.079 21,78
2026-02-06 13F Evoke Wealth, Llc 1.081 0,00 200 -1,96
2026-01-13 13F Dakota Wealth Management 26.804 -1,95 4.960 -4,21
2026-02-05 13F Clarendon Private LLC 2.463 0,00 456 -2,36
2026-02-13 13F Mill Creek Capital Advisors, LLC 1.433 0,00 265 -2,21
2026-01-22 13F Comprehensive Money Management Services LLC 16.455 -0,81 3.045 -3,12
2026-02-12 13F Ankerstar Wealth, LLC 1.277 236
2026-02-17 13F Gladstone Institutional Advisory LLC 1.296 -0,69 240 -3,24
2026-02-13 13F McAdam, LLC 4.108 14,84 760 12,26
2026-02-13 13F Change Path, LLC 5.224 191,36 967 184,96
2026-01-16 13F Wall Street Financial Group, Inc. 8.024 2,10 1.484 -0,27
2026-01-30 13F/A M&t Bank Corp 22.395 -0,76 4.144 -3,04
2026-02-09 13F Atlantic Trust, LLC 106 0,00 20 -5,00
2026-02-17 13F Fountainhead AM, LLC 0 -100,00 0
2026-02-11 13F Ramirez Asset Management, Inc. 420 78
2026-01-12 13F Focus Financial Network, Inc. 4.510 102,06 835 97,63
2026-02-05 13F Center for Financial Planning, Inc. 783 0,00 145 -2,70
2026-02-09 13F Allied Investment Advisors, LLC 88.342 -0,35 16.347 -2,65
2026-02-13 13F Pathstone Holdings, LLC 19.077 -0,84 3.530 -3,10
2026-02-17 13F Strive Financial Group ,LLC 4 1
2026-02-02 13F CENTRAL TRUST Co 8.009 0,00 1.482 -2,31
2026-02-13 13F Financial Freedom, LLC 1.689 0,00 313 -2,19
2026-02-18 13F Caitlin John, LLC 2.076 0,05 384 -2,29
2026-02-09 13F Prospera Financial Services Inc 4.682 50,50 867 47,03
2026-02-14 13F Howe & Rusling Inc 310 0,00 57 -1,72
2026-01-27 13F Old Second National Bank Of Aurora 7.991 -1,11 1.479 -3,40
2026-01-08 13F True Wealth Design, LLC 348 0,00 64 -1,54
2025-10-27 13F Eastern Bank 0 -100,00 0 -100,00
2026-02-10 13F Continuum Advisory, LLC 2.112 0,00 391 -2,50
2026-02-11 13F Buckingham Strategic Partners 2.952 102,19 546 94,31
2026-01-27 13F Bolthouse Investments, LLC 0 -100,00 0
2026-02-17 13F Hancock Whitney Corp 4.442 0,00 822 -2,38
2026-01-20 13F Accel Wealth Management 9.692 -1,84 1.793 -4,12
2026-01-07 13F Massmutual Trust Co Fsb/adv 13.502 -4,08 2.498 -6,30
2026-01-22 13F Apollon Financial, LLC 23.843 9,59 4.412 7,04
2025-11-14 13F Two Sigma Securities, Llc 0 -100,00 0
2026-01-21 13F Paladin Advisory Group, LLC 395 -34,71 73 -35,96
2026-02-04 13F Investors Asset Management Of Georgia Inc /ga/ /adv 1.179 0,00 218 -2,24
2026-02-11 13F Tiaa Trust, National Association 4.882 0,91 903 -1,42
2026-02-13 13F Glen Eagle Advisors, LLC 7.087 -1,21 1.311 -3,46
2026-01-23 13F Robbins Farley Llc 526 11,68 97 8,99
2025-11-14 13F Strategic Wealth Partners, Ltd. 451 -7,77 85 -1,16
2026-01-23 13F Steigerwald, Gordon & Koch Inc. 55 -31,25 10 -33,33
2026-01-26 13F Cwm, Llc 23.499 420,70 4
2026-02-03 13F Sequoia Financial Advisors, LLC 5.959 -0,07 1.103 -2,39
2025-10-30 13F Register Financial Advisors LLC 0 -100,00 0 -100,00
2026-02-02 13F Horizon Investments, LLC 72 13
2025-11-07 13F Tanglewood Legacy Advisors, LLC 0 -100,00 0
2026-02-13 13F Ausdal Financial Partners, Inc. 1.871 -52,07 346 -53,18
2026-01-26 13F Trinity Legacy Partners, LLC 7.697 1,46 1.424 -2,73
2026-02-10 13F MidAtlantic Capital Management, Inc. 777 144
2026-02-13 13F Tudor Financial Inc. 4.708 9,13 871 6,61
2026-01-14 13F Exchange Traded Concepts, Llc 36.987 21,47 6.844 18,68
2026-01-26 13F Main Street Group, LTD 0 -100,00 0 -100,00
2026-02-17 13F First Manhattan Co 2.504 0,00 463 -2,32
2026-02-17 13F Marin Bay Wealth Advisors, LLC 2.669 494
2026-01-28 13F Diversified Enterprises, LLC 1.446 0,00 268 -2,20
2025-10-28 13F First National Corp /ma/ /adv 22.566 -3,64 4.308 4,21
2026-02-17 13F Blair William & Co/il 57.412 0,77 10.623 -1,56
2026-01-20 13F Moseley Investment Management Inc 1.221 0,00 226 -2,60
2026-01-28 13F Aspen Wealth Strategies, LLC 2.685 0,34 497 -1,98
2026-02-06 13F Stronghold Wealth Management L.L.C. 1.860 344
2026-01-28 13F Geneos Wealth Management Inc. 2.575 20,44 476 17,53
2026-02-17 13F Glenmede Trust Co Na 1.698 4,43 314 13,36
2026-02-05 13F Plante Moran Financial Advisors, LLC 63 0,00 12 0,00
2026-02-17 13F Snowden Capital Advisors LLC 2.600 -4,38 481 -6,42
2026-01-29 13F Advantage Trust Co 1.169 0,00 216 -2,26
2026-02-13 13F Bard Associates Inc 26.886 24,84 4.975 21,94
2025-11-13 13F Renaissance Technologies Llc 0 -100,00 0
2026-02-05 13F Guardian Capital, LLC 1.723 319
2026-02-13 13F Arkadios Wealth Advisors 4.273 201,98 791 194,78
2026-02-17 13F Fmr Llc 14.372 5,14 2.659 2,70
2026-02-10 13F Blueline Advisors Llc 0 0
2026-01-27 13F TD Waterhouse Canada Inc. 20 0,00 4 0,00
2026-01-21 13F Westfuller Advisors, LLC 385 0,79 71 -1,39
2026-02-03 13F Orion Capital Management LLC 6 1
2026-01-30 13F RCW Management, LLC 1.226 227
2025-11-07 13F Beacon Capital Management, LLC 0 -100,00 0
2026-01-28 13F Cora Capital Advisors Llc 2.485 3,11 460 0,66
2026-02-12 13F Commonwealth Equity Services, Llc 184.217 2,17 34.088 100.155,88
2026-02-04 13F Money Concepts Capital Corp 3.986 -1,39 737 -3,66
2026-02-06 13F Addison Advisors LLC 75 0,00 14 -7,14
2026-01-26 13F Roman Butler Fullerton & Co 2.663 0,00 495 -4,81
2026-02-11 13F Jpmorgan Chase & Co 86.240 13,61 15.958 10,99
2026-01-28 13F Kingswood Wealth Advisors, Llc 2.260 0,18 418 -2,11
2026-01-23 13F Clear Creek Financial Management, LLC 0 -100,00 0
2026-01-27 13F Silver Coast Investments LLC 2.636 16,64 488 13,79
2026-02-04 13F Dogwood Wealth Management LLC 25 0,00 5 0,00
2026-02-13 13F Kestra Advisory Services, LLC 0 -100,00 0
2026-02-12 13F Richmond Brothers, Inc. 0 -100,00 0
2026-01-15 13F Archford Capital Strategies, LLC 2.954 -42,29 547 -43,65
2026-01-29 13F Quest 10 Wealth Builders, Inc. 158 0,00 29 0,00
2026-02-10 13F KERR FINANCIAL PLANNING Corp 492 88,51 94 86,00
2026-01-12 13F Rialto Wealth Management, LLC 1.216 -16,48 225 -18,18
2026-01-30 13F United Community Bank 190 0,00 35 0,00
2026-02-09 13F Integrity Alliance, Llc. 3.091 7,96 572 5,54
2026-02-13 13F Y-Intercept (Hong Kong) Ltd 1.979 366
2026-02-17 13F Jump Financial, LLC 7.497 1.387
2026-02-11 13F United Financial Planning Group LLC 1.691 0,00 313 -2,50
2026-02-13 13F Sweeney & Michel, Llc 4.664 0,06 901 -1,10
2026-02-13 13F Progressive Investment Management Corp 700 0,00 130 -2,27
2026-01-21 13F Fulton Breakefield Broenniman Llc 1.408 0,00 261 -2,26
2026-02-11 13F Madden Advisory Services, Inc. 14.000 1,19 2.591 -1,15
2026-01-23 13F Family Investment Center, Inc. 0 -100,00 0
2026-01-15 13F Royal Fund Management, LLC 15.123 27,21 2.805 24,07
2026-02-02 13F FSA Advisors, Inc. 2.166 401
2026-01-07 13F Cyndeo Wealth Partners, LLC 1.396 258
2026-02-06 13F New Millennium Group LLC 43 -2,27 8 0,00
2026-02-19 13F Jacobs Equity LLC 1.333 247
2026-01-21 13F Capital Investment Advisory Services, LLC 17.741 4,00 3.283 1,58
2026-02-17 13F Hilltop Holdings Inc. 2.094 -70,79 387 -71,50
2026-02-12 13F StoneX Group Inc. 8.747 187,26 1.619 180,90
2026-01-21 13F Stapp Wealth Management, Pllc 9.105 1,29 1.685 -1,06
2026-02-10 13F Heritage Trust Co 7.693 -3,18 1.424 -5,45
2026-01-22 13F City Holding Co 395 14,49 73 12,31
2026-02-10 13F Savant Capital, LLC 1.294 239
2026-01-26 13F Private Trust Co Na 2.738 0,00 507 -2,32
2026-01-30 13F North Star Investment Management Corp. 1.107 0,82 205 -1,92
2026-02-19 13F Mcguire Capital Advisors Inc 15 3
2026-02-19 13F Atomi Financial Group, Inc. 5.135 6,42 950 4,05
2026-02-13 13F Centaurus Financial, Inc. 7.164 -3,10 1 0,00
2026-02-17 13F Cape Investment Advisory, Inc. 1.126 35,50 208 32,48
2026-02-10 13F Essex Financial Services, Inc. 3.675 0,33 680 -1,88
2025-10-22 13F Almanack Investment Partners, LLC. 0 -100,00 0 -100,00
2026-02-12 13F Wedbush Securities Inc 1.088 0,09 0
2026-02-13 13F Neuberger Berman Group LLC 4.938 -53,38 914 -54,49
2026-01-23 13F Westside Investment Management, Inc. 27 0,00 5 -20,00
2026-02-10 13F Glassy Mountain Advisors, Inc. 14.165 -3,26 2.621 -5,48
2026-02-13 13F Goldstone Financial Group, LLC 51.337 4,18 9.499 1,78
2026-03-04 13F SHP Wealth Management 3.382 626
2026-02-10 13F Cherry Tree Wealth Management, LLC 2.490 -0,08 461 -2,54
2026-01-30 13F Kohmann Bosshard Financial Services, LLC 17 3
2026-02-13 13F Visionary Wealth Advisors 24.671 1,34 4.565 -1,00
2026-02-13 13F Aptus Capital Advisors, LLC 56 3,70 10 0,00
2025-10-08 13F Country Club Bank /gfn 3.269 -5,77 618 1,15
2026-02-13 13F Integrated Wealth Concepts LLC 22.268 -0,45 4.121 -2,74
2026-02-17 13F Modern Wealth Management, LLC 1.087 1,68 201 -0,50
2026-02-12 13F Cloud Capital Management, LLC 0 -100,00 0
2026-02-03 13F We Are One Seven, LLC 13.694 113,07 2.534 108,13
2026-02-04 13F Pensionmark Financial Group, Llc 7.872 12,43 1.347 1,58
2026-02-09 13F Cary Street Partners Financial Llc 5.847 30,60 1.082 27,63
2026-02-13 13F Saxon Interests, Inc. 7.075 29,75 1.309 31,43
2026-01-09 13F Graves-Light Private Wealth Management, Inc. 1.925 0,26 356 -1,93
2026-01-21 13F Newbridge Financial Services Group, Inc. 64 -97,66 12 -97,87
2026-02-11 13F Flagship Wealth Advisors, Llc 3.285 -23,98 608 -25,79
2026-02-12 13F Kovack Advisors, Inc. 2.798 44,00 378 2,72
2026-02-12 13F Jane Street Group, Llc 6.486 1.200
2026-01-14 13F Wealthcare Advisory Partners LLC 3.777 17,23 699 14,43
2026-01-23 13F Assetmark, Inc 9.106 49,67 1.685 46,18
2026-02-03 13F Christine Messmer Pc 1.340 248
2026-01-12 13F Spinnaker Investment Group, LLC 0 -100,00 0
2026-02-04 13F Atlantic Union Bankshares Corp 357 -11,63 66 -13,16
2026-01-16 13F Crewe Advisors LLC 0 -100,00 0 -100,00
2026-02-18 13F Crusonia Wealth Advisors LLC 4.296 795
2026-02-11 13F Franklin Resources Inc 1.212 31,45 224 28,74
2026-02-11 13F O'shaughnessy Asset Management, Llc 3.226 38,04 597 34,84
2026-02-13 13F Mml Investors Services, Llc 103.107 21,30 19.079 18,50
2026-02-12 13F Brinker Capital Investments, LLC 9.298 -17,34 1.721 -19,25
2026-02-12 13F Reality Financial Planning Services, LLC 17.584 3.254
2026-02-05 13F Stonebridge Financial Planning Group, LLC 2.078 9,77 385 7,26
2026-01-21 13F Bluesphere Advisors, LLC 7.143 -8,38 1.322 -10,50
2026-02-04 13F BCJ Capital Management, LLC 2.963 0,00 548 -2,32
2026-02-13 13F National Bank Of Canada /fi/ 143 12,60 26 8,33
2026-02-06 13F Tortoise Investment Management, LLC 1.375 0,00 254 -2,31
2026-01-09 13F Silverlake Wealth Management Llc 5.900 0,15 1.092 -2,15
2026-02-13 13F Gen-Wealth Partners Inc 29 0,00 5 0,00
2026-01-02 13F Global Wealth Strategies & Associates 0 -100,00 0
2026-02-17 13F Tower Research Capital LLC (TRC) 4.029 -36,77 746 -38,23
2026-01-26 13F David Kennon Inc 38.406 -2,78 7.107 -5,03
2026-02-05 13F Cambridge Investment Research Advisors, Inc. 119.941 1,92 22 0,00
2026-02-06 13F One Charles Private Wealth Services, LLC 1.331 -4,86 246 -6,82
2026-02-05 13F Unconventional Investor, LLC 80.177 -3,00 14.836 -5,24
2026-02-10 13F Meramec Financial Planners, LLC 425 80
2026-02-12 13F Mount Yale Investment Advisors, LLC 5.386 42,37 997 39,11
2026-02-17 13F Creative Planning 30.444 12,35 5.633 9,76
2026-02-05 13F Everstar Asset Management, LLC 2.300 0,00 426 -2,30
2026-02-10 13F Ritter Daniher Financial Advisory LLC / DE 201 5,24 37 2,78
2026-02-17 13F Ancora Advisors, LLC 2.662 -17,56 493 -19,48
2026-02-09 13F Unified Investment Management 2.338 0,00 433 -2,26
2026-01-29 13F Concurrent Investment Advisors, LLC 4.103 -2,17 759 -4,41
2026-01-21 13F Modera Wealth Management, LLC 1.947 0,00 360 -2,17
2026-02-12 13F Mission Creek Capital Partners, Inc. 1.461 -0,61 270 -2,88
2026-01-23 13F Kellett Schaffner Wealth Advisors LLC 1.682 0,00 311 -2,20
2026-02-17 13F Asset One Wealth Management LLC 3.329 617
2026-02-12 13F BlackRock, Inc. 12.126 80,58 2.244 76,48
2026-02-10 13F Bnp Paribas Arbitrage, Sa 76.651 -1,13 14.184 -3,41
2026-01-22 13F Glass Jacobson Investment Advisors llc 7.758 -1,98 1.435 -4,27
2026-01-23 13F Inlight Wealth Management, LLC 400 0,00 74 -1,33
2025-11-14 13F Tandem Wealth Advisors LLC 0 -100,00 0
2026-02-09 13F CBIZ Investment Advisory Services, LLC 175 -49,28 32 -50,77
2026-01-20 13F Stratos Wealth Partners, LTD. 11.067 0,91 2.048 -1,44
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0
2026-02-02 13F Montag A & Associates Inc 1.652 1,23 306 -1,29
2026-02-14 13F Rockefeller Capital Management L.P. 203.334 1,54 37.625 -0,80
2025-10-24 13F Tandem Investment Partners LLC 0 -100,00 0
2026-01-16 13F Piscataqua Savings Bank 6.061 0,00 1.121 -2,27
2026-02-12 13F Proficio Capital Partners LLC 32.345 70,64 5.985 66,71
2026-01-29 13F Sanctuary Advisors, LLC 5.035 184,95 932 178,74
2026-02-11 13F Parallel Advisors, LLC 2.219 2,97 411 0,49
2026-01-28 13F N.E.W. Advisory Services LLC 927 0,00 172 -2,29
2026-01-22 13F Bfsg, Llc 100 0,00 19 0,00
2026-01-14 13F Woodward Diversified Capital, Llc 6.116 -0,81 1.132 -3,08
2026-01-26 13F Whittier Trust Co 1.000 0,00 186 -3,12
2026-02-12 13F Zevin Asset Management Llc 2.189 0,00 405
2026-02-03 13F Harel Insurance Investments & Financial Services Ltd. 273 0,00 0
2025-11-12 13F Bellwether Advisors, LLC 0 -100,00 0
2026-02-04 13F Western Pacific Wealth Management, LP 0 -100,00 0
2026-02-06 13F Larson Financial Group LLC 142 -0,70 26 -3,70
2026-02-17 13F United Capital Financial Advisers, Llc 14.119 35,55 2.613 32,45
2026-01-13 13F CoreCap Advisors, LLC 9.631 8,56 1.782 6,07
2026-02-13 13F Citigroup Inc 5.887 -7,22 1.089 -9,33
2026-01-26 13F First Bancorp, Inc /ME/ 5.431 -3,55 1.005 -5,82
2026-01-13 13F Olistico Wealth, LLC 33 6
2026-02-04 13F Valeo Financial Advisors, LLC 4.447 0,23 823 -2,14
2026-02-17 13F Private Advisor Group, LLC 61.737 -4,25 11.424 -6,46
2026-02-13 13F Wells Fargo & Company/mn 400.718 16,57 74.149 13,88
2026-02-09 13F Putnam Fl Investment Management Co 2.442 452
2026-01-12 13F National Wealth Management Group, LLC 3.261 -3,63 603 -5,78
2026-02-02 13F Ellis Investment Partners, LLC 1.128 -2,17 209 -4,59
2026-02-13 13F NLB Skladi, upravljanje premozenja, d.o.o. 3.825 708
2026-01-21 13F Elwood & Goetz Wealth Advisory Group, LLC 1.630 -2,04 302 -4,44
2026-02-10 13F Weaver Consulting Group 1.307 0,00 242 -2,43
2026-01-22 13F Maseco Llp 193 1,05 36 -2,78
2026-01-21 13F Woodmont Investment Counsel Llc 1.147 0,00 212 -2,30
2026-02-04 13F Wsfs Capital Management, Llc 32.580 -0,53 6.029 -2,82
2026-02-12 13F Colonial Trust Co / SC 420 0,00 78 -2,53
2025-11-07 13F BOK Financial Private Wealth, Inc. 0 -100,00 0
2026-02-13 13F Arete Wealth Advisors, LLC 1.480 0
2026-02-10 13F Verus Capital Partners, Llc 1.717 -4,19 318 -6,49
2026-01-16 13F Hopwood Financial Services, Inc. 0 -100,00 0
2026-02-11 13F Invst, LLC 1.266 -7,79 234 -10,00
2026-01-09 13F Dynamic Advisor Solutions LLC 1.949 58,58 361 55,17
2026-01-26 13F PDS Planning, Inc 1.468 0,69 272 -1,81
2026-02-06 13F Csenge Advisory Group 2.200 -63,49 407 -64,33
2026-02-13 13F MAI Capital Management 3.848 9,63 712 7,08
2026-02-11 13F Capital Analysts, Inc. 276 0,00 0
2026-02-03 13F Anfield Capital Management, LLC 5 0,00 1
2026-02-17 13F Citadel Advisors Llc Call 8.100 -27,68 1.499 -29,37
2026-02-13 13F Pacific Center for Financial Services 918 0,00 174 0,00
2026-02-17 13F Citadel Advisors Llc Put 1.300 241
2026-02-17 13F Citadel Advisors Llc 13.714 2.538
2026-02-13 13F First National Bank Of Omaha 3.269 609
2026-02-02 13F Millstone Evans Group, LLC 89 0,00 16 0,00
2026-01-23 13F Smith, Moore & Co. 2.281 8,10 422 5,76
2026-02-12 13F Altiora Financial Group, LLC 0 -100,00 0
2026-02-09 13F Key FInancial Inc 106 6,00 20 0,00
2026-01-15 13F Maltin Wealth Management, Inc. 5.016 9,07 928 6,54
2026-02-12 13F Wealthspire Advisors, LLC 16.650 0,00 3.081 -2,32
2026-02-17 13F Coppell Advisory Solutions LLC 2.399 8,31 447 6,70
2026-02-17 13F Captrust Financial Advisors 227.153 -0,62 42.032 -2,91
2026-01-07 13F Winebrenner Capital Management Llc 5.242 -0,47 970 -2,71
2026-01-20 13F Signaturefd, Llc 506 7,66 94 4,49
2026-01-26 13F BCS Wealth Management 2.290 100,00 424 95,83
2025-11-14 13F WNY Asset Management, LLC 2.350 0,13 445 7,49
2026-01-30 13F Joel Isaacson & Co., LLC 11.406 0,14 2.111 -2,18
2025-12-09 13F/A Tudor Investment Corp Et Al 3.579 -78,01 678 -76,43
2026-01-23 13F Howard Capital Management Inc. 1.149 0,00 213 -2,30
2026-01-27 13F Elevate Wealth Advisory, Inc 2.398 12,53 444 9,93
2026-02-13 13F Minot DeBlois Advisors LLC 0 -100,00 0
2025-11-13 13F Glenmede Investment Management, LP 1.698 11,86 322 20,22
2026-02-10 13F Novak & Powell Financial Services, Inc. 5.954 0,00 1.102 -2,31
2026-01-26 13F AE Wealth Management LLC 2.079 3,12 385 0,79
2026-01-29 13F Camelot Portfolios, LLC 5.163 -1,17 955 -3,44
2026-01-26 13F Merit Financial Group, LLC 4.556 8,61 843 6,17
2026-01-30 13F Turning Point Benefit Group, Inc. 258 48
2026-02-11 13F LPL Financial LLC 893.163 7,27 165.271 4,80
2025-11-06 13F Gunma Bank,Ltd. 22.946 4
2026-02-11 13F Vise Technologies, Inc. 1.241 230
2026-01-05 13F Park Avenue Securities Llc 3.009 5,76 1
2026-01-08 13F Armstrong Advisory Group, Inc 125 0,00 23 0,00
2026-02-06 13F Banque Cantonale Vaudoise 15.242 -0,37 2.820 140.900,00
2026-01-26 13F River Street Advisors LLC 4.179 -2,31 773 -4,57
2026-02-11 13F Simplex Trading, Llc 210 39
2026-02-09 13F Kingsview Wealth Management, LLC 2.786 0,07 516 -2,28
2026-02-13 13F American Investment Services, Inc. 53.909 0,90 9.975 -1,42
2026-02-13 13F Level Four Advisory Services, Llc 1.899 20,04 351 17,39
2026-02-10 13F Guidance Point Advisors, LLC 10.428 3,41 1.932 0,99
2026-02-10 13F Houlihan Financial Resource Group, Ltd. 2.128 37,03 398 35,03
2026-02-11 13F OneAscent Wealth Management LLC 1.656 8,45 306 5,88
2026-02-02 13F CX Institutional 5.823 -4,85 1 0,00
2026-02-04 13F Boyd Watterson Asset Management Llc/oh 550 0,00 102 -2,88
2026-02-10 13F Rothschild Investment Llc 5.085 15,83 941 13,12
2026-02-17 13F Pinnacle Financial Partners, Inc. 1.441 267
2026-02-12 13F Rossby Financial, LCC 102 0,99 19 -5,26
2026-02-17 13F Warren Averett Asset Management, LLC 13.990 18,86 2.589 16,11
2026-01-30 13F Citizens National Bank Trust Department 152 0,00 28 0,00
2026-02-06 13F Kennedy Investment Group 7.678 -1,85 1.421 -4,12
2026-02-06 13F Transce3nd, LLC 2 -33,33 0
2026-02-17 13F Hamilton Wealth, LLC 12.000 -55,91 138 -97,32
2026-01-14 13F Conrad Siegel Investment Advisors, Inc. 3.165 -3,89 586 -6,10
2026-01-27 13F Latitude Advisors, LLC 1.119 0,00 207 -1,90
2026-02-12 13F Miller Financial Services LLC 1.500 0,00 278 -2,46
2026-01-28 13F O'ROURKE & COMPANY, Inc 16.719 29,30 3.094 26,30
2026-02-17 13F First Commonwealth Financial Corp /pa/ 3.328 616
2026-01-14 13F Praetorian Wealth Management, Inc. 15.095 991,47 2.793 970,11
2026-02-05 13F Simmons Bank 2.080 0,00 385 -2,29
2025-11-14 13F NorthRock Partners, LLC 0 -100,00 0 -100,00
2026-01-26 13F Harbor Asset Planning, Inc. 2.371 29,42 439 26,51
2026-02-17 13F Jones Financial Companies Lllp 29.128 44,65 5.390 42,19
2026-02-12 13F Investor's Fiduciary Advisor Network, LLC 3.538 2,61 1
2026-01-05 13F Rosenberg Matthew Hamilton 248 0,00 46 -2,17
2026-02-06 13F Global Retirement Partners, LLC 2.203 -0,45 408 -2,86
2026-01-30 13F Sigma Planning Corp 28.769 6,54 3.201 -37,43
2026-01-12 13F Ffg Retirement Advisors Llc 13.937 -3,28 2.579 -5,53
2026-02-17 13F Green Harvest Asset Management LLC 211.596 8,14 39.154 5,64
2026-01-06 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 2.050 10,81 379 8,29
2026-02-09 13F Churchill Financial Advisors, LLC 2.415 447
2026-02-13 13F/A New England Private Wealth Advisors LLC 24.198 0,73 4.478 -1,60
2026-02-17 13F Signature Equity Partners, LLC 244 45
2025-11-17 13F FSA Wealth Management LLC 6.663 3,46 1.243 9,14
2026-02-11 13F Cerity Partners LLC 59.799 -0,74 11.065 -3,03
2026-02-13 13F SRS Capital Advisors, Inc. 1.472 272
2026-02-02 13F Ashton Thomas Securities, Llc 167 0,00 31 -3,23
2026-02-18 13F CacheTech Inc. 14.444 0,05 2.673 -2,27
2026-01-23 13F Ariston Services Group 18.085 -0,19 3.346 -2,48
2026-01-12 13F Seacrest Wealth Management, Llc 1.537 14,45 280 6,06
2026-01-23 13F First PREMIER Bank 1.255 0,00 0
2026-01-27 13F Autumn Glory Partners, LLC 2.676 0,04 495 -2,17
2026-02-13 13F Smartleaf Asset Management LLC 213 8,12 40 5,41
2025-11-14 13F Arlington Capital Management, Inc. 0 -100,00 0
2026-01-15 13F SILVER OAK SECURITIES, Inc 1.390 -1,07 259 -3,01
2026-01-29 13F Nbc Securities, Inc. 334 5,36 62 1,67
2026-01-20 13F First American Bank 2.950 -73,84 546 -74,47
2026-02-02 13F Gibraltar Capital Management, Inc. 5.105 0,00 945 -2,28
2026-01-29 13F St Germain D J Co Inc 460 0,00 85 -2,30
2026-01-22 13F HHM Wealth Advisors, LLC 36 7
2026-01-23 13F Nbt Bank N A /ny 185 -2,12 38 -2,63
2026-02-12 13F SWAN Capital LLC 62.019 10,39 11.476 7,85
2026-01-22 13F Financial Consulate, Inc 519 0,58 96 -1,03
2026-02-10 13F Thoroughbred Financial Services, Llc 1.361 0,44 0
2026-01-22 13F Bartlett & Co. Wealth Management Llc 4.007 0,00 741 -2,24
2026-02-13 13F Colony Group, LLC 11.510 4,45 2.130 2,06
2026-02-12 13F Intrinsic Edge Capital Management LLC 10.000 0,00 1.850 -2,32
2026-02-13 13F Parkside Financial Bank & Trust 114 0,00 21 0,00
2026-02-04 13F Flagship Private Wealth, LLC 2.362 -2,19 437 -4,38
2025-11-14 13F Guardian Wealth Advisors, Llc / Nc 0 -100,00 0
2026-02-09 13F Leavell Investment Management, Inc. 1.737 -16,33 321 -18,32
2026-02-17 13F Advisory Services Network, LLC 5.740 1,07 1.062 -1,21
2026-02-10 13F Lido Advisors, LLC 70.379 6,12 13.167 4,82
2026-02-17 13F TCG Advisory Services, LLC 1.968 364
2026-02-11 13F Greykasell Wealth Strategies, Inc. 295 55
2026-02-13 13F Golden State Wealth Management, LLC 170 0,00 31 -3,12
2025-10-14 13F Bridge Creek Capital Management LLC 2.477 -1,59 469 5,63
2026-02-17 13F Royal Bank Of Canada 211.919 8,14 39.214 5,65
2026-02-17 13F Basso Capital Management, L.p. 902 0,00 167 -2,35
2025-11-18 13F Apexium Financial, Lp 2.406 0,00 456 7,31
2026-01-14 13F Jfs Wealth Advisors, Llc 700 0,00 130 -2,27
2026-02-04 13F Ameritas Advisory Services, LLC 122.135 1.819,76 22.600 1.775,44
2026-02-05 13F Allworth Financial LP 6.310 -8,04 1.168 -10,16
2026-01-27 13F Institute for Wealth Management, LLC. 4.331 5,30 801 2,82
2026-02-11 13F Janney Montgomery Scott LLC 47.297 -2,74 9 -11,11
2026-02-17 13F SageView Advisory Group, LLC 636 -65,93 118 -66,86
2026-02-17 13F Northern Trust Corp 8.089 11,11 1.497 8,56
2026-01-23 13F Tyche Wealth Partners LLC 1.725 0,00 319 -2,15
2026-02-14 13F POM Investment Strategies, LLC 81 0,00 15 -6,67
2026-02-17 13F Clark Capital Management Group, Inc. 1.545 0,00 286 -2,40
2026-02-09 13F North Forty Two & Co. 6.000 -4,38 1.110 -6,57
2025-11-07 13F NewEdge Wealth, LLC 0 -100,00 0 -100,00
2026-02-12 13F Summit Financial, LLC 12.967 64,04 2.399 60,25
2026-02-10 13F Madison Wealth Partners, Inc 1.130 0,71 209 -1,42
2026-02-09 13F Optimist Retirement Group LLC 1.153 0,44 213 -1,84
2026-02-09 13F Sterling Investment Advisors, Ltd. 18.982 0,00 3.512 -2,31
2026-01-27 13F Bonfire Financial 6.963 3,31 1.288 0,94
2026-02-17 13F Colter Lewis Investment Partners LLC 2.700 500
2026-02-03 13F Strengthening Families & Communities, LLC 18.256 7,99 3.378 5,93
2026-01-27 13F Belpointe Asset Management LLC 0 -100,00 0
2026-02-13 13F Kayne Anderson Rudnick Investment Management Llc 244 0,00 45 -2,17
2026-02-11 13F Hilton Head Capital Partners, LLC 2.775 513
2026-02-17 13F Bank Of America Corp /de/ 1.003.873 -0,24 185.757 -2,54
2026-02-06 13F VSM Wealth Advisory, LLC 1.001 0,00 185 -2,12
2026-02-10 13F IFG Advisory, LLC 27.621 5.111
2026-02-10 13F Swisher Financial Concepts, Inc. 1.708 0,23 316 -2,17
2026-02-17 13F Quantinno Capital Management LP 16.419 4,35 3.038 1,95
2026-01-21 13F Baker Ellis Asset Management LLC 6.030 -6,51 1.116 -8,68
2026-02-17 13F Cresset Asset Management, LLC 3.630 1,14 672 -1,18
2026-01-14 13F ORG Partners LLC 275 0,00 51 -3,85
2026-02-09 13F Choate Investment Advisors 4.382 0,00 811 -2,29
2026-02-10 13F Johnson Financial Group, LLC 1.545 0,00 286 -2,40
2026-01-29 13F Porter White Investment Advisors, Inc. 28.769 0,45 5.324 -1,86
2026-02-17 13F Garden State Investment Advisory Services LLC 1.380 3,68 256 1,19
2026-02-17 13F Imprint Wealth LLC 198 0,00 37 -2,70
2026-02-26 13F Anchor Investment Management, LLC 5.992 -1,14 1.109 -3,40
2026-02-03 13F Ballentine Partners, LLC 1.898 0,00 351 -2,23
2026-02-13 13F Mlp3, Llc 1.940 359
2026-02-27 13F Strategic Investment Solutions, Inc. /IL 9.848 15,01 1.822 12,40
2026-01-20 13F AdvisorNet Financial, Inc 291 -9,63 54 -13,11
2026-02-09 13F Hartland & Co., LLC 1.884 0,11 349 -2,25
2026-01-29 13F Hegarty Advisors, LLC 2.112 390
2026-02-05 13F Castle Rock Wealth Management, LLC 10.306 2,70 1.932 1,31
2026-02-06 13F Poehling Capital Management, LLC 1.250 0,00 231 -2,12
2026-01-30 13F Us Bancorp \de\ 4.220 57,82 781 54,15
2026-02-05 13F Idaho Trust Bank 1.668 -10,37 309 -12,50
2026-02-12 13F/A KDK Private Wealth Management, LLC 1.446 -3,28 268 -5,65
2026-02-13 13F Ubs Asset Management Americas Inc 2.364 437
2026-01-23 13F Pinnacle Wealth Management Group, Inc. 15.284 1,88 2.828 -0,46
2026-01-27 13F MontVue Capital Management, Inc. 2.017 0,00 373 -2,36
2026-01-07 13F CWA Asset Management Group, LLC 1.173 0,00 217 -2,25
2026-01-14 13F Nova Wealth Management, Inc. 568 194,30 105 191,67
2026-01-21 13F Mezzasalma Advisors, LLC 1.150 0,79 214 -0,93
2026-01-16 13F Morris Retirement Advisors, LLC 22.004 1,20 4.072 -1,14
2026-01-13 13F Matrix Trust Co 4.007 -15,30 1
2026-01-22 13F Curran Financial Partners, LLC 8.650 1,34 1.601 -0,99
2026-02-05 13F Blume Capital Management, Inc. 255 0,00 47 -2,08
2026-02-12 13F Connecticut Wealth Management, LLC 0 -100,00 0
2026-01-15 13F Fulcrum Capital LLC 2.050 0,00 379 -2,32
2026-01-29 13F UMA Financial Services, Inc. 167 31
2026-02-11 13F Ameritas Investment Partners, Inc. 15 3
2026-01-16 13F Sharp Financial Services, LLC 2.275 0,00 421 -2,33
2026-02-10 13F JMG Financial Group, Ltd. 1.342 0,00 248 -2,36
2025-11-06 13F Financial Advocates Investment Management 16.395 -7,48 3.105 -0,70
2026-01-20 13F Fearless Solutions, LLC dba Best Invest 1.154 -12,84 214 -14,80
2026-02-03 13F Washington Trust Advisors, Inc. 1.997 0,45 369 -1,86
2026-01-20 13F Hanson & Doremus Investment Management 108 0,00 0
2026-01-13 13F First Financial Corp /in/ 4.556 -1,41 843 -3,66
2026-01-16 13F Trust Co Of Vermont 1.715 0,00 317 -2,16
2025-10-27 13F Farmers & Merchants Trust Co of Chambersburg PA 0 -100,00 0
2026-02-17 13F Equitable Holdings, Inc. 10.085 25,48 1.866 22,60
2026-01-26 13F Moss Adams Wealth Advisors LLC 25.645 0,00 4.745 -2,31
2026-01-21 13F Crews Bank & Trust 100 0,00 19 0,00
2026-02-10 13F Foundations Investment Advisors, LLC 30.566 1,18 5.656 -1,17
2026-01-26 13F PFG Investments, LLC 3.290 -1,61 609 -3,95
2026-02-17 13F Cardiff Park Advisors, Llc 1.567 0,00 290 -2,36
2026-02-18 13F EP Wealth Advisors, Inc. 4.217 -2,27 780 2,50
2026-02-10 13F Foundations Investment Advisors, LLC Call 20.000 3.701
2026-02-13 13F Blueprint Financial Advisors LLC 14.059 -0,23 2.602 -2,51
2026-01-29 13F Compass Ion Advisors, LLC 9.744 -1,98 1.803 -4,20
2025-11-07 13F Synovus Financial Corp 1.454 25,13 275 34,15
2026-01-23 13F Altfest L J & Co Inc 13.808 -4,90 2.555 -7,09
2026-02-19 13F CI Private Wealth, LLC 119.030 486,50 19.480 406,76
2026-01-27 13F PFG Advisors 5.210 -23,71 964 -25,44
2026-01-26 13F Valmark Advisers, Inc. 3.533 -14,97 654 -16,92
2026-02-06 13F Ignite Planners, LLC 4.457 16,61 838 15,77
2026-02-18 13F Beacon Pointe Advisors, LLC 26.389 142,93 4.883 137,34
2026-02-09 13F Hantz Financial Services, Inc. 14 7,69 0
2026-01-26 13F Wealth Effects Llc 2.604 0,00 482 -2,43
2026-02-11 13F Monetary Management Group Inc 68 0,00 13 0,00
2026-01-23 13F Cathy Pareto & Associates, Inc 1.463 0,27 271 -2,17
2026-02-13 13F Morgan Stanley 1.145.923 3,38 212.042 0,99
2026-02-17 13F Susquehanna International Group, Llp 1.584 -86,83 293 -87,13
2026-01-23 13F Bellevue Asset Management, Llc 528 0,00 98 -3,00
2026-02-06 13F EverSource Wealth Advisors, LLC 475 26,67 88 22,54
2026-01-20 13F SOA Wealth Advisors, LLC. 250 0,00 46 -2,13
2026-02-10 13F Goldman Sachs Group Inc 46.278 132,89 8.563 127,56
2026-02-06 13F Van Hulzen Asset Management, LLC 1.709 -43,73 316 -45,04
2026-02-17 13F Susquehanna International Group, Llp Put 2.600 -36,59 481 -38,02
2026-01-22 13F Columbia Advisory Partners Llc 0 -100,00 0
2026-01-23 13F Patriot Investment Management Inc. 93.167 0,83 17.240 -1,50
2026-02-17 13F Susquehanna International Group, Llp Call 21.600 43,05 3.997 39,72
2026-01-23 13F Calder Financial LLC 7.932 1.468
2026-01-22 13F Apollon Wealth Management, LLC 1.453 5,83 269 3,08
2026-01-29 13F Guardian Asset Advisors, LLC 1.287 7,52 238 5,31
2026-02-06 13F Pnc Financial Services Group, Inc. 56.276 -0,81 10.413 -3,10
2026-02-17 13F Raymond James Financial Inc 219.551 11,49 40.626 8,91
2026-02-03 13F Black Diamond Financial, LLC 1.679 311
2026-02-13 13F Excelsior Advisor Network LLC 2.583 478
2025-11-12 13F Park Square Financial Group, LLC 0 -100,00 0
2026-02-17 13F Angeles Wealth Management, Llc 488 0,00 90 -2,17
2026-01-08 13F Wedmont Private Capital 1.199 0,00 218 -6,84
2026-03-12 13F Nalls Sherbakoff Group, Llc 18 0,00 3 50,00
2026-01-20 13F Investment Planning Advisors, Inc. 3.619 0,44 670 -1,91
2026-01-05 13F GAMMA Investing LLC 375 -2,09 69 -4,17
2026-01-28 13F Financial Perspectives, Inc 828 0,00 153 -1,92
2026-02-04 13F One Day In July LLC 1.190 0,00 220 -2,22
2026-01-22 13F Colony Family Offices, LLC 440 -30,16 81 -31,93
2026-02-10 13F Acorn Wealth Advisors, LLC 1.941 -0,61 359 -2,71
2026-01-30 13F Wealthfront Advisers Llc 8.630 8,55 1.597 6,05
2026-02-13 13F Johnson Investment Counsel Inc 0 -100,00 0
2026-02-17 13F Qube Research & Technologies Ltd 4.638 -74,40 858 -74,99
2026-01-30 13F DMKC Advisory Services, LLC 19.757 10,80 3.656 8,23
2026-01-26 13F Massachusetts Wealth Management 0 -100,00 0 -100,00
2026-01-14 13F Goelzer Investment Management, Inc. 0 -100,00 0
2026-02-17 13F Wiley Bros.-aintree Capital, Llc 14.132 32,28 2.615 29,21
2026-01-14 13F Spire Wealth Management 4.986 -1,21 923 -3,46
2026-02-13 13F Northstar Group, Inc. 2.870 -1,71 531 -3,98
2026-01-09 13F Peterson Wealth Advisors, LLC 1.828 338
2025-11-14 13F Eqis Capital Management, Inc. 0 -100,00 0
2026-01-16 13F Ronald Blue Trust, Inc. 919 55,76 170 53,15
2026-02-14 13F American Trust 3.774 -1,51 698 -3,72
2026-01-06 13F Chemistry Wealth Management LLC 2.420 0,04 448 -2,40
2026-02-13 13F Stifel Financial Corp 105.792 0,59 19.578 -1,73
2026-02-12 13F Empower Advisory Group, LLC 411.752 10,46 76.191 7,91
2026-02-04 13F MONECO Advisors, LLC 1.550 -4,62 287 -6,84
2026-01-20 13F Joule Financial, LLC 7.243 1,22 1.340 -1,11
2025-10-20 13F Shilanski & Associates, Inc. 18.502 2,10 3.504 9,57
2026-02-17 13F Russell Investments Group, Ltd. 453 -5,62 84 -7,78
2026-01-12 13F Myecfo, Llc 1.766 -10,17 327 -12,37
2026-02-11 13F J.w. Cole Advisors, Inc. 19.543 -1,46 3.505 -6,71
2026-01-23 13F Curtis Advisory Group, LLC 1.377 -1,78 255 -4,15
2026-01-09 13F ZynergyRetirementPlanningLLC 1.452 0,00 269 -2,55
2026-02-03 13F SBI Securities Co., Ltd. 5.058 3,37 936 0,97
2026-02-12 13F Steward Partners Investment Advisory, Llc 9.077 2,03 1.680 -0,36
2026-01-21 13F V2 Financial group LLC 4.700 -2,08 870 -4,40
2025-11-07 13F Atticus Wealth Management, Llc 0 -100,00 0 -100,00
2026-02-13 13F Gts Securities Llc 6.792 1.257
2026-01-20 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1.986 -25,73 367 -27,47
2026-02-17 13F Gotham Asset Management, LLC 2.344 102,24 434 97,72
2026-02-09 13F Annis Gardner Whiting Capital Advisors, LLC 1.634 302
2026-01-20 13F Savvy Advisors, Inc. 1.333 247
2026-01-28 13F City State Bank 6.536 -1,66 1.209 -3,90
2026-02-10 13F Envestnet Asset Management Inc 459.818 -11,30 85.085 -13,35
2025-11-14 13F Kinloch Capital, LLC 0 -100,00 0
2026-01-26 13F Bcm Advisors, Llc 3.206 0,03 594 -5,27
2026-02-12 13F McMillan Office, Inc. 6.000 1.110
2026-01-08 13F MKT Advisors LLC 1.443 -2,43 268 -5,32
2026-02-06 13F IFP Advisors, Inc 5.463 10,90 1.011 8,25
2026-02-02 13F Fifth Third Bancorp 13.769 1,95 2.548 -0,43
2026-01-28 13F Morton Brown Family Wealth, LLC 124 -35,42 23 -38,89
2026-02-13 13F Navis Wealth Advisors, LLC 5.000 0,00 925 -2,32
2026-02-17 13F Main Street Financial Solutions, LLC 14.023 15,66 2.595 12,98
2026-01-22 13F Powers Advisory Group, LLC 1.285 0,71 238 -1,66
2026-01-08 13F Adirondack Trust Co 30 0,00 6 0,00
2026-02-12 13F IFC & Insurance Marketing, Inc. 153 0
2026-02-12 13F BRYN MAWR TRUST Co 20.187 -1,74 3.735 -4,01
2026-02-13 13F Fiduciary Trust Co 11.538 0,00 2.135 -2,33
2026-01-26 13F Asset Dedication, LLC 69 0,00 13 -7,69
2026-02-13 13F Barclays Plc 0 -100,00 0
2026-02-03 13F Diversify Wealth Management, Llc 1.858 -1,43 346 -4,95
2026-01-30 13F Carrera Capital Advisors 1.141 0,35 211 -1,86
2026-01-27 13F Atlantic Edge Private Wealth Management, LLC 300 0,00 56 -1,79
2026-02-13 13F Hurley Capital, LLC 764 0,26 141 -2,08
2026-02-03 13F International Assets Investment Management, Llc 3.107 -39,47 575 -36,78
2026-02-09 13F Smithfield Trust Co 325 0,00 0
2026-02-13 13F Resources Investment Advisors, LLC. 10.308 -1,43 1.907 -3,69
2026-02-17 13F Blueprint Investment Partners LLC 14.122 -0,23 2.613 -2,50
2026-01-13 13F McClarren Financial Advisors, Inc. 1.910 32,27 346 -1,71
2026-02-13 13F Kcm Investment Advisors Llc 36.614 -1,21 6.775 -3,48
2026-01-15 13F Brookstone Capital Management 11.529 29,10 2.133 26,14
2026-01-28 13F Davis Capital Management 304 0,00 56 -1,75
2026-02-18 13F NFP Retirement, Inc. 4.852 5,30 898 2,87
2026-02-11 13F Peachtree Investment Partners, LLC 30 -40,00 6 -44,44
2026-02-05 13F Meridian Financial Partners LLC 2.806 0,00 525 -4,89
2026-02-06 13F Envestnet Portfolio Solutions, Inc. 2.081 -5,02 385 -7,23
2026-02-09 13F Coldstream Capital Management Inc 3.916 0,00 725 -2,29
2026-01-12 13F Foster Group, Inc. 3.851 -29,17 713 -30,81
2026-01-21 13F Sound Income Strategies, LLC 475 241,73 90 229,63
2026-01-26 13F Northwest Financial Advisors 3.104 -2,54 574 -4,81
2026-02-11 13F Deutsche Bank Ag\ 59 0,00 11 -9,09
2026-02-02 13F Oppenheimer & Co Inc 5.168 42,53 956 39,36
2026-01-22 13F Brookwood Investment Group LLC 4.458 -3,63 825 -5,94
2026-02-03 13F Farmers & Merchants Investments Inc 1.157 0,00 214 -2,28
2026-02-03 13F Coston, McIsaac & Partners 933 -4,80 0
2026-01-20 13F Thurston, Springer, Miller, Herd & Titak, Inc. 341 63
2026-01-21 13F Prime Capital Investment Advisors, LLC 4.376 -2,89 810 -5,16
2026-01-29 13F Dumont & Blake Investment Advisors Llc 13.200 0,04 2 -99,92
2026-02-11 13F Vestor Capital, Llc 580 -99,01 11 -9,09
2026-01-29 13F Solidarilty Wealth, LLC 1.603 0,00 297 -2,31
2026-02-06 13F Signature Estate & Investment Advisors Llc 2.689 -1,65 498 -3,87
2026-02-04 13F Colonial River Wealth Management, LLC 1.593 5,29 295 2,80
2026-02-04 13F Meridian Wealth Management, LLC 4.153 1,47 768 -0,90
2026-02-02 13F Cornerstone Planning Group LLC 21 2.000,00 4
2026-02-03 13F Alpha Cubed Investments, LLC 1.325 0,00 245 -2,00
2026-02-06 13F HighTower Advisors, LLC 52.028 3,68 9.627 1,29
2026-02-05 13F Td Private Client Wealth Llc 204 19,30 38 15,63
2026-02-12 13F Stonegate Management LLC 0 -100,00 0
2025-11-14 13F/A Skopos Labs, Inc. 0 -100,00 0 -100,00
2026-01-08 13F Dagco, Inc. 100 0,00 19 0,00
2026-01-27 13F Summit Financial Strategies, Inc. 1.254 0,00 232 -2,11
2026-01-13 13F Signature Securities Group Corporation 12.040 -1,16 2.228 -3,47
2026-01-13 13F Mather Group, Llc. 0 -100,00 0
2026-01-20 13F Princeton Global Asset Management LLC 16 6,67 3 0,00
2026-01-12 13F Salem Investment Counselors Inc 0 -100,00 0
2026-01-23 13F Optima Capital Llc 554 -55,29 103 -56,41
2026-02-12 13F Beacon Capital Management, Inc. 563.909 -11,77 104.346 -13,80
2026-01-28 13F WPG Advisers, LLC 0 -100,00 0
2026-01-12 13F Heritage Family Offices, LLP 1.700 0,00 315 -2,18
2026-01-27 13F Tranquilli Financial Advisor LLC 19.774 -3,51 3.659 -5,75
2026-02-05 13F Legacy Financial Group LLC 20.687 3.868
2026-01-21 13F Apella Capital, LLC 3.615 10,48 669 2,45
2026-01-14 13F Pallas Capital Advisors LLC 56.646 -4,12 10.482 -6,34
2026-02-06 13F Investment House Llc 2.700 0,00 500 -2,35
2026-01-23 13F Valley National Advisers Inc 500 0,00 0
2026-02-09 13F Avalon Trust Co 1.457 0,00 270 -2,18
2025-11-13 13F GeoWealth Management, LLC 0 -100,00 0
2026-02-13 13F Mariner, LLC 21.479 9,67 3.975 7,14
2025-11-14 13F D. E. Shaw & Co., Inc. 0 -100,00 0
2026-02-27 13F Cross Staff Investments Inc 3.066 0,00 567 -2,24
2026-01-29 13F Comerica Bank 6.407 25,38 1.186 22,54
2026-02-02 13F Vawter Financial, Ltd. 1.750 52,17 324 48,85
2025-10-27 13F Clarity Asset Management, Inc. 0 -100,00 0 -100,00
2026-01-12 13F Sax Wealth Advisors, Llc 6.198 -2,59 1.147 -4,90
2026-02-03 13F Patton Albertson Miller Group, Llc 2.600 -0,91 481 -3,22
2026-01-23 13F Rsm Us Wealth Management Llc 4.296 4,65 800 2,83
2026-02-12 13F Founders Financial Alliance, LLC 4.807 -0,41 889 -2,74
2025-10-02 13F Bank of New Hampshire 90 0,00 17 13,33
2026-02-09 13F Green Square Capital Advisors Llc 7.460 2,75 1.380 7,73
2026-01-30 13F Laurel Wealth Advisors LLC 1.450 268
2026-01-21 13F Capital Advisors, Ltd. LLC 941 0,00 0
2026-02-06 13F Creative Financial Designs Inc /adv 103.672 4,06 19.184 1,66
2026-01-26 13F Wbh Advisory Inc 13.570 -1,39 2.511 -3,68
2026-02-13 13F Atlas Capital Advisors Llc 1.837 -41,98 340 -39,25
2026-02-12 13F Bank Of Montreal /can/ 7.005 7,42 1.296 4,94
2026-02-12 13F Federation des caisses Desjardins du Quebec 85.990 -0,92 15.912 -3,21
2026-01-12 13F CVA Family Office, LLC 1.645 0,00 304 -2,25
2026-02-17 13F Keebeck Wealth Management, LLC 1.330 246
2026-01-15 13F Jaffetilchin Investment Partners, LLC 1.531 0,07 283 -2,08
2026-02-10 13F Hazlett, Burt & Watson, Inc. 47 0
2026-01-27 13F Sharper & Granite LLC 8.549 -2,11 1.582 -4,41
2026-02-12 13F Triumph Capital Management 617 2,49 114 0,88
2026-01-07 13F Sovereign Financial Group, Inc. 8.089 1,70 1.497 -0,66
2026-01-22 13F Christensen, King & Associates Investment Services, Inc. 3.833 0,29 709 -1,94
2026-02-10 13F Nomura Asset Management Co Ltd 36.900 34,18 6.828 31,09
2026-02-13 13F Brown Advisory Inc 0 -100,00 0
2026-01-09 13F BOS Asset Management, LLC 3.906 -44,41 723 -45,71
2026-02-03 13F Bokf, Na 327 -43,33 61 -44,95
2026-02-12 13F CIBC Private Wealth Group, LLC 1.281 38,34 237 35,43
2026-01-20 13F Stratos Wealth Advisors, LLC 40.943 4,41 7.576 2,01
2026-01-27 13F Sage Financial Group Inc 1.110 205
2026-01-30 13F Caldwell Securities, Inc 13 2
2026-02-13 13F Baird Financial Group, Inc. 2.719 88,56 503 84,25
2026-01-29 13F UBS Group AG 344.439 21,82 63.735 19,00
2026-02-05 13F Atria Investments Llc 23.283 -12,62 4.308 -14,64
2026-01-28 13F Spectrum Investment Advisors, Inc. 1.228 227
2026-02-17 13F Integrated Advisors Network LLC 1.107 205
2026-02-11 13F Vermillion Wealth Management, Inc. 1.223 0,25 226 -2,16
2026-02-09 13F Harbour Investments, Inc. 27.537 17,19 5.095 14,49
2026-01-23 13F Tower View Investment Management & Research LLC 81 0,00 15 -6,67
2026-02-04 13F Bailard, Inc. 7.427 -0,77 1.374 -3,03
2026-02-12 13F Laurel Oak Wealth Management, Llc 6.780 1.255
2026-01-26 13F Seamount Financial Group Inc 3.924 -3,78 726 -5,96
2026-02-03 13F Tranquility Partners, LLC 5.549 -0,86 1.027 -3,21
2026-01-27 13F Fortis Capital Advisors, LLC 0 -100,00 0
2026-02-02 13F Mutual Advisors, LLC 8.388 -0,36 1.552 -5,71
2026-01-30 13F Jackson Hole Capital Partners, LLC 338 0,00 63 -3,12
Other Listings
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista