Grundlæggende statistik
| Institutionelle ejere | 980 total, 978 long only, 0 short only, 2 long/short - change of 5,81% MRQ |
| Gennemsnitlig porteføljeallokering | 0.4999 % - change of -1,55% MRQ |
| Institutionelle aktier (lange) | 50.848.195 (ex 13D/G) - change of 1,86MM shares 3,80% MRQ |
| Institutionel værdi (lang) | $ 10.197.782 USD ($1000) |
Institutionelt ejerskab og aktionærer
Vanguard Index Funds - Vanguard Extended Market ETF (US:VXF) har 980 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 50,848,195 aktier. Største aktionærer omfatter Morgan Stanley, Wealthfront Advisers Llc, Envestnet Asset Management Inc, Bank Of America Corp /de/, Fifth Third Bancorp, Vanguard Group Inc, Assetmark, Inc, Mercer Global Advisors Inc /adv, LPL Financial LLC, and Royal Bank Of Canada .
Vanguard Index Funds - Vanguard Extended Market ETF (ARCA:VXF) 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 205,46 / share. Previously, on March 13, 2025, the share price was 170,36 / share. This represents an increase of 20,60% over that period.
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
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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.
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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Load All| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 12.218 | -3,58 | 2.555 | -3,66 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 835.091 | -49,28 | 174.634 | -49,33 | ||||
| 2026-02-17 | 13F | Mustico Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 1.033 | 0,00 | 223 | 0,00 | ||||
| 2026-01-26 | 13F | Childress Capital Advisors, Llc | 1.948 | 0,00 | 407 | 0,00 | ||||
| 2026-02-04 | 13F | Birchbrook, Inc. | 900 | 0,00 | 188 | 0,00 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 2.923 | 21,99 | 611 | 21,96 | ||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 10.991 | 67,37 | 2.298 | 67,25 | ||||
| 2026-02-28 | 13F | NCM Capital Management, LLC | 1.487 | 0,00 | 311 | -0,32 | ||||
| 2026-01-29 | 13F | DecisionPoint Financial, LLC | 407 | 0,00 | 85 | 0,00 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 43.139 | -2,24 | 9.021 | -2,34 | ||||
| 2026-02-13 | 13F | SYM FINANCIAL Corp | 527 | -62,11 | 110 | -62,20 | ||||
| 2026-01-05 | 13F | Park National Corp /oh/ | 6.259 | 0,00 | 1.309 | -0,15 | ||||
| 2026-01-20 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 216 | 764,00 | 45 | 800,00 | ||||
| 2026-01-27 | 13F | Fiduciary Advisors, Inc. | 32 | 7 | ||||||
| 2026-02-13 | 13F | Minot DeBlois Advisors LLC | 20 | -20,00 | 4 | -20,00 | ||||
| 2026-01-21 | 13F | Hunter Associates Investment Management Llc | 7.849 | -1,88 | 2 | 0,00 | ||||
| 2026-01-27 | 13F | Jackson, Grant Investment Advisers, Inc. | 142 | 0,00 | 30 | 0,00 | ||||
| 2026-01-28 | 13F | Badgley Phelps Wealth Managers, LLC | 1.775 | 0,00 | 371 | 0,00 | ||||
| 2026-01-30 | 13F | Joel Isaacson & Co., LLC | 4.272 | 0,02 | 893 | -0,11 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 200 | -1,97 | ||||||
| 2026-02-03 | 13F | Cheviot Value Management, LLC | 17 | 0,00 | 4 | 0,00 | ||||
| 2026-01-20 | 13F | Red Door Wealth Management, LLC | 1.088 | 0,18 | 228 | 0,00 | ||||
| 2026-01-30 | 13F | Trifecta Capital Advisors, LLC | 943 | 0,00 | 197 | 0,00 | ||||
| 2026-02-11 | 13F | Vise Technologies, Inc. | 5.409 | 1.131 | ||||||
| 2026-02-17 | 13F | Per Stirling Capital Management, LLC. | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 45 | 0,00 | 9 | 0,00 | ||||
| 2026-02-09 | 13F | Syverson Strege & Co | 4.079 | 0,00 | 853 | 0,00 | ||||
| 2026-02-10 | 13F | Western Reserve Capital Management, LLC | 22.318 | 4.667 | ||||||
| 2026-01-20 | 13F | Princeton Global Asset Management LLC | 559 | 117 | ||||||
| 2026-01-08 | 13F | Legacy Private Trust Co. | 173.257 | -0,02 | 36.232 | -0,12 | ||||
| 2026-01-23 | 13F | Halbert Hargrove Global Advisors, Llc | 73 | 0,00 | 15 | 0,00 | ||||
| 2026-01-09 | 13F | Teamwork Financial Advisors, LLC | 1.800 | 0,00 | 376 | 0,00 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 1.391 | 0,00 | 291 | -0,34 | ||||
| 2026-02-19 | 13F | Mcguire Capital Advisors Inc | 107 | 22 | ||||||
| 2026-01-07 | 13F | Marotta Asset Management | 1.085 | 0,00 | 227 | -0,44 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 5.425 | 2,32 | 1.134 | 2,25 | ||||
| 2026-02-13 | 13F | Cornerstone Financial Management LLC | 53 | 11 | ||||||
| 2026-01-26 | 13F | BCS Wealth Management | 32.957 | 130,60 | 6.892 | 130,42 | ||||
| 2025-10-09 | 13F | Independence Bank of Kentucky | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 4.511 | 0,18 | 944 | 1,84 | ||||
| 2026-01-12 | 13F | World Equity Group, Inc. | 1.332 | 1,91 | 278 | 1,83 | ||||
| 2026-01-16 | 13F | Bestgate Wealth Advisors, LLC | 9.422 | 0,23 | 1.970 | 0,15 | ||||
| 2026-01-27 | 13F | Old Second National Bank Of Aurora | 325 | -5,80 | 68 | -6,94 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 1.962 | -25,48 | 410 | -25,59 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 306.533 | -14,34 | 64.102 | -14,43 | ||||
| 2026-02-05 | 13F | Odyssey Capital Advisors, Inc. | 3.132 | 655 | ||||||
| 2026-01-12 | 13F | Beacon Financial Strategies CORP | 44 | 9 | ||||||
| 2026-02-17 | 13F | Stokes Family Office, LLC | 6.000 | 0,00 | 1.255 | -0,16 | ||||
| 2026-02-17 | 13F | London Co Of Virginia | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 2.834 | -13,23 | 593 | -13,32 | ||||
| 2026-01-05 | 13F | Burkett Financial Services, Llc | 8 | 2 | ||||||
| 2026-03-06 | 13F | Brighton Securities Corp. | 69.003 | -24,39 | 14.430 | -16,78 | ||||
| 2026-02-13 | 13F | Boston Partners | 2.381 | 498 | ||||||
| 2026-02-10 | 13F | BKD Wealth Advisors, LLC | 1.376 | -0,15 | 288 | -0,35 | ||||
| 2026-01-23 | 13F | Avion Wealth | 225 | 0,00 | 0 | |||||
| 2026-02-04 | 13F | Community Bank, N.A. | 23 | 0,00 | 5 | 0,00 | ||||
| 2026-02-13 | 13F | 71 West Capital Partners | 1.673 | 350 | ||||||
| 2025-10-22 | 13F | Riverview Trust Co | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Manchester Capital Management LLC | 1.151 | 0,00 | 241 | 0,00 | ||||
| 2026-02-13 | 13F | Portfolio Resources Advisor Group, Inc. | 674 | 141 | ||||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 349.556 | -19,59 | 73.143 | -18,94 | ||||
| 2026-02-13 | 13F | Meridian Wealth Partners, LLC | 2.608 | 0,00 | 545 | 0,00 | ||||
| 2026-02-17 | 13F | Osterweis Capital Management Inc | 98 | 0,00 | ||||||
| 2026-02-13 | 13F | Beck Capital Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 5.365 | -10,63 | 1.122 | -10,75 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 32.771 | -19,27 | 6.853 | -19,37 | ||||
| 2026-02-10 | 13F | IAG Wealth Partners, LLC | 50 | 0,00 | 10 | 0,00 | ||||
| 2026-01-23 | 13F | Newton One Investments LLC | 2.572 | -0,69 | 538 | -0,92 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 3.003 | 0,20 | 628 | 0,16 | ||||
| 2026-01-16 | 13F | BridgePort Financial Solutions, LLC | 3.605 | -42,42 | 754 | -42,52 | ||||
| 2026-01-06 | 13F | Advance Capital Management, Inc. | 5.034 | 0,66 | 1.053 | 0,57 | ||||
| 2026-02-05 | 13F | Petix & Botte Co | 3.430 | 0,00 | 717 | -0,14 | ||||
| 2026-01-29 | 13F | Concord Wealth Partners | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-10-08 | 13F | Beacon Financial Group | 1.000 | 209 | ||||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 1.129 | 0,80 | 236 | 0,85 | ||||
| 2026-01-29 | 13F | Nbc Securities, Inc. | 6.932 | 1,88 | 1.450 | 1,76 | ||||
| 2025-11-04 | 13F | L.m. Kohn & Company | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Washington Trust Advisors, Inc. | 245 | 0,00 | 51 | 0,00 | ||||
| 2025-12-09 | 13F | Painted Porch Advisors LLC | 1.453 | 0,00 | 304 | 8,57 | ||||
| 2026-02-09 | 13F | Glenview Trust Co | 1.583 | 0,00 | 331 | 0,00 | ||||
| 2026-02-19 | 13F | First Growth Capital LLC | 4.590 | 1.001 | ||||||
| 2025-11-12 | 13F | FineMark National Bank & Trust | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-16 | 13F | Perigon Wealth Management, LLC | 2.957 | 14,48 | 618 | 14,44 | ||||
| 2026-01-23 | 13F | Vested Financial Planning, LLC | 17.820 | 6,63 | 3.727 | 6,52 | ||||
| 2026-01-30 | 13F | Caldwell Trust Co | 3.768 | 717,35 | 788 | 719,79 | ||||
| 2026-02-11 | 13F | Milestone Investment Advisors LLC | 1.758 | 0,00 | 368 | -0,27 | ||||
| 2026-02-13 | 13F | Mill Creek Capital Advisors, LLC | 1.258 | 0,00 | 263 | 0,00 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 2.740 | 12,57 | 573 | 12,57 | ||||
| 2026-02-13 | 13F | Creekside Partners | 3.407 | 0,29 | 713 | 0,14 | ||||
| 2026-02-06 | 13F | Creative Financial Designs Inc /adv | 1.072 | 0,75 | 224 | 0,90 | ||||
| 2026-01-12 | 13F | Evanson Asset Management, LLC | 3.448 | -1,99 | 721 | -2,04 | ||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 1.827 | -16,35 | 382 | -16,41 | ||||
| 2026-02-02 | 13F | Pillar Financial Advisors, LLC | 36 | 0,00 | 8 | 0,00 | ||||
| 2026-01-26 | 13F | Welch Group, LLC | 1.365 | 0,00 | 285 | 0,00 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 84.531 | 8,18 | 18 | 6,25 | ||||
| 2026-03-12 | 13F | Farmers National Bank | 1.167 | 0,00 | 244 | 0,00 | ||||
| 2026-01-15 | 13F | Highline Wealth Partners Llc | 7 | 0,00 | 2 | 0,00 | ||||
| 2026-01-06 | 13F | Mallini Complete Financial Planning LLC | 224 | 0,00 | ||||||
| 2025-10-30 | 13F | Twin Peaks Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Linscomb & Williams, Inc. | 64.221 | -0,95 | 13.430 | -1,05 | ||||
| 2026-02-19 | 13F | Invesco Ltd. | 1.322 | 32,33 | 276 | 32,06 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 52 | 11 | ||||||
| 2026-02-02 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 7.500 | 0,00 | 1.568 | -0,13 | ||||
| 2025-11-05 | 13F | Lokken Investment Group LLC | 1.495 | 0,67 | 313 | 9,09 | ||||
| 2026-01-05 | 13F | Holos Integrated Wealth LLC | 3.678 | -2,65 | 778 | 0,65 | ||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 20.768 | 0,87 | 4.343 | 0,77 | ||||
| 2026-02-20 | 13F | Ruggaard & Associates LLC | 1.604 | 0,75 | 335 | 0,60 | ||||
| 2026-01-12 | 13F | Thompson Davis & Co., Inc. | 1.492 | -3,24 | 312 | -3,11 | ||||
| 2026-02-06 | 13F | Nixon Peabody Trust Co | 1.850 | 0,00 | 387 | -0,26 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 49.560 | -3,61 | 10.364 | 4,60 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 80.300 | 14,06 | 16.792 | 13,94 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 58.447 | 2,50 | 12 | 9,09 | ||||
| 2026-02-09 | 13F | Global Assets Advisory, LLC | 1.510 | 0,00 | 316 | -0,32 | ||||
| 2026-01-21 | 13F | Westfuller Advisors, LLC | 4.001 | -10,55 | 837 | -10,68 | ||||
| 2025-11-14 | 13F | Capitolis Liquid Global Markets LLC | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Vermillion & White Wealth Management Group, LLC | 90 | 0,00 | 19 | 0,00 | ||||
| 2026-03-11 | 13F | Downshift Financial, LLC | 1.734 | 364 | ||||||
| 2026-01-28 | 13F | Diversified Enterprises, LLC | 23.597 | 13,15 | 4.935 | 13,04 | ||||
| 2026-01-15 | 13F | Xena Financial Planning, LLC | 15.459 | 3.233 | ||||||
| 2026-02-13 | 13F | Barclays Plc | 50 | 10 | ||||||
| 2026-02-03 | 13F | Drucker Wealth 3.0, LLC | 2.597 | 5,53 | 543 | 5,44 | ||||
| 2026-01-29 | 13F | KC Investment Advisors, LLC | 1.135 | 5,29 | 237 | 3,04 | ||||
| 2026-01-13 | 13F | LongView Wealth Management | 2.670 | 6,29 | 585 | 11,43 | ||||
| 2026-01-30 | 13F | Woodside Wealth Management LLC | 164 | 0,61 | 34 | 0,00 | ||||
| 2026-02-10 | 13F | Continuum Advisory, LLC | 106.521 | 3,18 | 22.276 | 3,07 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 1.072 | 5,10 | 224 | 5,16 | ||||
| 2026-01-22 | 13F | Rodgers & Associates, LTD | 1.789 | 3,83 | 374 | 3,89 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 11.378 | 1,24 | 2.379 | 1,15 | ||||
| 2026-02-10 | 13F | Zhang Financial LLC | 10.338 | 1,84 | 2.162 | 1,69 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 34.546 | 1,68 | 7.225 | 1,57 | ||||
| 2026-02-05 | 13F | Cdm Financial Counseling Services, Inc. | 1.436 | 300 | ||||||
| 2026-02-10 | 13F | Belvedere Trading LLC | Call | 4.100 | -28,07 | 857 | -28,16 | |||
| 2026-02-06 | 13F | Evoke Wealth, Llc | 5.745 | 170,61 | 1.201 | 170,50 | ||||
| 2026-02-10 | 13F | Belvedere Trading LLC | Put | 300 | -72,73 | 63 | -73,04 | |||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Yoffe Investment Management, LLC | 6.633 | 0,00 | 1.387 | -0,07 | ||||
| 2026-02-02 | 13F | Oak Harbor Wealth Partners, Llc | 200 | 0,00 | 42 | 0,00 | ||||
| 2026-01-28 | 13F | Juno Financial Group LLC | 1.527 | 319 | ||||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 31.695 | -5,52 | 6.628 | -5,61 | ||||
| 2026-02-02 | 13F | Qrg Capital Management, Inc. | 1.381 | 9,60 | 289 | 9,51 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 56.990 | 60,78 | 11.965 | 61,24 | ||||
| 2026-01-22 | 13F | Vicus Capital | 31.317 | -2,03 | 6.549 | -2,12 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 1.703 | 356 | ||||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 773 | 0,13 | 162 | 0,00 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | North Star Investment Management Corp. | 46.775 | 2,10 | 9.782 | 1,99 | ||||
| 2026-01-28 | 13F | Glassman Wealth Services | 675 | 0,00 | 141 | 0,00 | ||||
| 2026-02-11 | 13F | Tradition Wealth Management, LLC | 8.946 | 0,10 | 1.871 | 0,00 | ||||
| 2026-01-16 | 13F | Bay Capital Advisors, LLC | 1.760 | 0,00 | 368 | 0,00 | ||||
| 2026-02-11 | 13F | Cedar Mountain Advisors, LLC | 1.859 | 0,00 | 389 | -0,26 | ||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 2.224 | 0,68 | 465 | 0,65 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 7.335 | 0,08 | 2 | 0,00 | ||||
| 2026-02-02 | 13F | Legacy Edge Advisors, LLC | 2.072 | 433 | ||||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 635.355 | -8,14 | 132.866 | -8,24 | ||||
| 2026-01-29 | 13F | Obermeyer Wood Investment Counsel, Lllp | 2.268 | 90,27 | 474 | 90,36 | ||||
| 2026-01-22 | 13F | City Holding Co | 193 | 7,22 | 40 | 8,11 | ||||
| 2026-02-04 | 13F | United Services Automobile Association | 224.143 | 44,68 | 46.873 | 44,53 | ||||
| 2026-01-12 | 13F | Fiduciary Financial Group, Llc | 1.999 | 0,00 | 418 | 0,00 | ||||
| 2026-01-23 | 13F | Norris Perne & French Llp/mi | 1.000 | 0,00 | 209 | 0,00 | ||||
| 2026-02-09 | 13F | Valtinson Bruner Financial Planning LLC | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 54.824 | -4,72 | 11.465 | -4,82 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 1.090 | -5,55 | 228 | -5,81 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 2.020 | -4,40 | 422 | -4,52 | ||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 3.889 | -9,60 | 813 | -9,67 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 29.098 | 44,32 | 6.085 | 44,17 | ||||
| 2026-02-03 | 13F | Baker Boyer National Bank | 1.062 | -0,84 | 222 | -0,89 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 19.788 | 12,34 | 4.138 | 12,23 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 2.712 | -8,04 | 567 | -8,10 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Put | 1.000 | -37,50 | 209 | -37,43 | |||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Call | 10.800 | 74,19 | 2.258 | 74,09 | |||
| 2026-01-23 | 13F | Private Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Retirement Income Solutions, Inc | 1.606 | 0,00 | 336 | -0,30 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 58.145 | 11,48 | 12.159 | 11,37 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 413 | 0,00 | 86 | 0,00 | ||||
| 2026-02-13 | 13F | Ridge Creek Global, Inc | 6.460 | 1.351 | ||||||
| 2026-02-24 | 13F | DGS Capital Management, LLC | 5.185 | -0,21 | 1.084 | -0,28 | ||||
| 2026-02-04 | 13F | Money Concepts Capital Corp | 18.170 | 414,44 | 3.800 | 414,07 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Put | 0 | -100,00 | 0 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 4.051 | 0,05 | 847 | 0,00 | ||||
| 2026-02-04 | 13F | Dogwood Wealth Management LLC | 19 | 0,00 | 4 | 0,00 | ||||
| 2026-02-13 | 13F | Pitcairn Wealth Advisors LLC | 21.544 | 4.505 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 236.664 | -17,17 | 49.491 | 83.783,05 | ||||
| 2026-01-09 | 13F | Diversified Trust Co | 503.116 | 4,52 | 105.212 | 4,41 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 1.890 | 8,43 | 395 | 8,52 | ||||
| 2026-01-29 | 13F | Brown Financial Advisory | 1.487 | 0,00 | 311 | 0,00 | ||||
| 2026-02-06 | 13F | Clientfirst Wealth Management, LLC | 1.591 | 0,00 | 333 | -0,30 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 643 | 134 | ||||||
| 2026-01-23 | 13F | Assetmark, Inc | 1.223.076 | 3,73 | 255.770 | 3,62 | ||||
| 2026-01-26 | 13F | Whittier Trust Co | 4.451 | -1,40 | 969 | 1,15 | ||||
| 2026-01-05 | 13F | First Hawaiian Bank | 106.655 | 8,28 | 22.304 | 8,17 | ||||
| 2025-11-05 | 13F | MONECO Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 41.519 | 0,40 | 8.682 | 0,29 | ||||
| 2026-01-16 | 13F | CRA Financial Services, LLC | 1.886 | 394 | ||||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 4.064 | 4,37 | 850 | 4,17 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 22.411 | 120,78 | 4.687 | 120,62 | ||||
| 2026-01-12 | 13F | KWB Wealth | 9.057 | -1,49 | 1.894 | 6,89 | ||||
| 2026-01-22 | 13F | Telos Capital Management, Inc. | 12.709 | -11,95 | 2.658 | -12,05 | ||||
| 2026-02-10 | 13F | Spinnaker Trust | 2.010 | 0,00 | 420 | 0,00 | ||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 18.187 | 5,68 | 3.807 | 14,81 | ||||
| 2026-02-18 | 13F | Caitlin John, LLC | 204 | 0,49 | 43 | 0,00 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 292 | 0,00 | 61 | 0,00 | ||||
| 2026-01-22 | 13F | Nautilus Advisors LLC | 2.000 | 0,00 | 418 | 0,00 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 143.730 | -4,45 | 30.057 | -4,55 | ||||
| 2026-02-09 | 13F | Atticus Wealth Management, Llc | 3.917 | 0,15 | 819 | 0,12 | ||||
| 2026-02-09 | 13F | Putnam Fl Investment Management Co | 7.240 | 67,01 | 1.514 | 66,92 | ||||
| 2026-01-21 | 13F | Long Island Wealth Management, Inc. | 32.380 | -0,32 | 6.771 | -0,43 | ||||
| 2026-01-16 | 13F | Piscataqua Savings Bank | 265 | 0,00 | 55 | 0,00 | ||||
| 2026-02-13 | 13F | Resources Management Corp /ct/ /adv | 374 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | Summit Trail Advisors, Llc | 7.800 | 0,00 | 1.631 | -0,06 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 13.370 | 0,00 | 2.796 | -0,11 | ||||
| 2026-01-30 | 13F | Oakworth Capital, Inc. | 263 | 0,00 | 55 | -1,82 | ||||
| 2026-02-04 | 13F | BCJ Capital Management, LLC | 1.566 | 0,00 | 327 | 0,00 | ||||
| 2026-01-20 | 13F | Ascent Group, LLC | 6.351 | -3,01 | 1.328 | -3,07 | ||||
| 2026-02-02 | 13F | Fullerton Advisors, LLC | 14.603 | 3.054 | ||||||
| 2026-02-10 | 13F | Baker Avenue Asset Management, LP | 2.053 | 429 | ||||||
| 2026-01-12 | 13F | Aurdan Capital Management, LLC | 77.078 | 3,56 | 16.119 | 3,45 | ||||
| 2026-01-15 | 13F | Warwick Investment Management, Inc. | 26.708 | 3,65 | 5.585 | 3,54 | ||||
| 2026-01-23 | 13F | Aua Capital Management, Llc | 7.792 | 0,00 | 1.629 | -0,12 | ||||
| 2026-01-20 | 13F | Signaturefd, Llc | 1.943 | 0,00 | 406 | 0,00 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 164 | 34 | ||||||
| 2026-01-14 | 13F | Verum Partners LLC | 1.280 | -21,28 | 268 | -21,47 | ||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Leo Wealth, LLC | 1.603 | 0,31 | 335 | 0,30 | ||||
| 2026-02-13 | 13F | Invictus Private Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 10.954 | -0,60 | 2.291 | -0,69 | ||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 1.033 | 0,00 | 216 | 0,00 | ||||
| 2026-01-27 | 13F | Berger Financial Group, Inc | 1.351 | 0,00 | 283 | 0,00 | ||||
| 2026-02-18 | 13F | Vident Advisory, LLC | 20.715 | -5,33 | 4.332 | -5,41 | ||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 31.221 | 0,27 | 6.529 | 0,17 | ||||
| 2026-02-13 | 13F | Clifford Group, LLC | 53.670 | 0,54 | 11.223 | 0,44 | ||||
| 2026-02-06 | 13F | Cascade Financial Partners, LLC | 6.303 | -0,49 | 1.318 | -0,53 | ||||
| 2026-01-21 | 13F | Mayport, Llc | 174.035 | 2,29 | 36.394 | 2,18 | ||||
| 2025-10-30 | 13F | Oak Hill Wealth Advisors, Llc | 29.369 | -0,14 | 6.148 | 6,63 | ||||
| 2026-01-22 | 13F | Evermay Wealth Management Llc | 2.635 | -2,52 | 551 | -2,48 | ||||
| 2026-01-12 | 13F | Kozak & Associates, Inc. | 3 | 0,00 | 1 | |||||
| 2026-02-10 | 13F | Arcadia Investment Management Corp/mi | 462 | 97 | ||||||
| 2026-01-12 | 13F | Heartwood Wealth Advisors LLC | 1.517 | 0,00 | 317 | 0,00 | ||||
| 2026-01-20 | 13F | Global Trust Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Bank of Jackson Hole Trust | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | HB Wealth Management, LLC | 9.252 | 5,50 | 1.935 | 5,40 | ||||
| 2026-02-13 | 13F | Commerce Bank | 2.250 | 0,63 | 471 | 0,43 | ||||
| 2025-10-27 | 13F | Versant Capital Management, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | REAP Financial Group, LLC | 187 | 0,54 | 39 | 2,63 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 91.522 | 4,05 | 19.139 | 3,94 | ||||
| 2026-02-09 | 13F | Wiser Advisor Group LLC | 18 | 0,00 | 4 | 0,00 | ||||
| 2026-01-12 | 13F | Roble, Belko & Company, Inc | 6.429 | 0,00 | 1 | 0,00 | ||||
| 2026-01-30 | 13F | Richardson Capital Management LLC | 17 | 4 | ||||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 55 | 0,00 | 12 | 0,00 | ||||
| 2025-10-21 | 13F | Amplius Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Worth Asset Management, LLC | 1.864 | -37,85 | 390 | -37,96 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 1.619 | -0,25 | 339 | -0,29 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 8 | -99,86 | 2 | -99,91 | ||||
| 2026-01-12 | 13F | Howard Financial Services, Ltd. | 1.858 | -1,85 | 388 | -2,02 | ||||
| 2026-02-13 | 13F | Pacific Center for Financial Services | 12.500 | 0,00 | 2.617 | 0,00 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 986 | -2,76 | 206 | -2,83 | ||||
| 2026-01-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 2.594 | 2,25 | 542 | 2,07 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 98 | 20 | ||||||
| 2026-01-21 | 13F | Albion Financial Group /ut | 250 | 0,00 | 52 | 0,00 | ||||
| 2026-02-12 | 13F | Hm Payson & Co | 35 | 0,00 | 7 | 0,00 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 9.777 | 0,00 | 2.045 | -0,10 | ||||
| 2026-02-12 | 13F | Wescott Financial Advisory Group, LLC | 2.746 | 0,00 | 574 | 0,00 | ||||
| 2026-02-13 | 13F | FF Advisors,LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Retirement Planning Group, Llc / Ny | 995 | 0,40 | 208 | 0,00 | ||||
| 2026-01-07 | 13F | Innova Wealth Partners | 1.582 | -22,87 | 331 | -23,08 | ||||
| 2026-01-07 | 13F | Everhart Financial Group, Inc. | 1.328 | 12,16 | 278 | 12,15 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 1.737 | 1,82 | 363 | 1,68 | ||||
| 2026-02-12 | 13F | Daybright Advisory Services, Inc. | 8.966 | 1.875 | ||||||
| 2026-02-02 | 13F | New England Capital Financial Advisors LLC | 394 | 0,00 | 82 | 0,00 | ||||
| 2026-02-11 | 13F | Strategic Wealth Designers | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 5.665 | -1,73 | 1.185 | -1,82 | ||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 98 | 0,00 | 20 | 0,00 | ||||
| 2026-02-12 | 13F | SVRN Asset Management, LLC | 1.200 | 251 | ||||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 61 | 0,00 | 13 | 9,09 | ||||
| 2026-02-02 | 13F | Everest Management Corp. | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Perennial Advisors, LLC | 4.116 | 5,70 | 861 | 5,52 | ||||
| 2026-01-14 | 13F | Spire Wealth Management | 17.575 | 15,91 | 3.675 | 15,78 | ||||
| 2025-12-09 | 13F/A | Tudor Investment Corp Et Al | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | New Republic Capital, LLC | 398 | -19,27 | 83 | -19,42 | ||||
| 2026-02-02 | 13F | Oppenheimer & Co Inc | 37.787 | -0,97 | 7.902 | -1,06 | ||||
| 2026-01-13 | 13F | FC Advisory LLC | 132.051 | 1,10 | 27.615 | 0,99 | ||||
| 2026-02-17 | 13F | Align Financial, LLC | 545.803 | 546 | ||||||
| 2026-02-13 | 13F | Alerus Financial Na | 1.575 | 329 | ||||||
| 2026-01-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 4.107 | -4,49 | 859 | -4,67 | ||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 1.002 | -16,92 | 210 | -17,06 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 15.066 | 1,63 | 3.151 | 1,51 | ||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 1.116 | -68,96 | 234 | -69,34 | ||||
| 2026-02-17 | 13F | Cambridge Associates Llc /ma/ /adv | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Sigma Planning Corp | 6.158 | -6,36 | 1.278 | -7,19 | ||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 1.256 | 0,00 | 0 | |||||
| 2026-01-05 | 13F | Foguth Wealth Management, LLC. | 1.492 | 316 | ||||||
| 2026-02-10 | 13F | Argent Trust Co | 12.333 | 1,54 | 2.579 | 1,46 | ||||
| 2026-01-30 | 13F | Keybank National Association/oh | 8.166 | -1,83 | 1.708 | -1,95 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 4.806 | -0,12 | 1.005 | -0,30 | ||||
| 2026-01-29 | 13F | UBS Group AG | 646.302 | -0,34 | 135.155 | -0,44 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 474 | 99 | ||||||
| 2026-02-02 | 13F | Advanced Asset Management Advisors Inc | 141 | -49,64 | 29 | -50,00 | ||||
| 2026-02-13 | 13F | Burton Enright Welch | 6.360 | 1.330 | ||||||
| 2026-01-08 | 13F | Gladwyn Financial Advisors, Inc. | 334 | 0,60 | 70 | 0,00 | ||||
| 2026-01-16 | 13F | Red Lighthouse Investment Management, Llc | 200 | 0,00 | 42 | 0,00 | ||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 4.729 | -56,54 | 989 | -56,63 | ||||
| 2026-02-06 | 13F | Motco | 166 | 0,00 | 35 | 0,00 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 73.634 | -0,10 | 15.398 | -0,20 | ||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | Capital Investment Advisors, LLC | 5.057 | 37,83 | 1.058 | 37,63 | ||||
| 2026-01-13 | 13F | BostonPremier Wealth LLC | 7.539 | -1,68 | 1.576 | -1,81 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 20.363 | -2,21 | 4.258 | -2,32 | ||||
| 2026-03-02 | 13F | Bank Of Hawaii | 997 | 0,00 | 208 | 0,00 | ||||
| 2026-01-30 | 13F | Wagner Wealth Management, Llc | 112 | 0,00 | 23 | 0,00 | ||||
| 2026-02-12 | 13F | Skopos Labs, Inc. | 38.988 | 412,93 | 8.269 | 467,47 | ||||
| 2026-01-23 | 13F | Lam Group, Inc. | 43.410 | 1,46 | 9.078 | 1,35 | ||||
| 2026-01-23 | 13F | BSW Wealth Partners | 2.410 | 0,00 | 504 | -0,20 | ||||
| 2026-02-13 | 13F/A | New England Private Wealth Advisors LLC | 120.631 | 1,07 | 25.226 | 0,96 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 840.415 | -14,50 | 175.748 | -14,59 | ||||
| 2026-01-06 | 13F | Safir Wealth Advisors, LLC | 26.852 | -0,48 | 5.615 | -0,58 | ||||
| 2025-11-13 | 13F | Hoey Investments, Inc | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Eastern Bank | 3.709 | 21,25 | 776 | 21,09 | ||||
| 2026-01-30 | 13F | Canandaigua National Trust Co of Florida | 3.997 | 836 | ||||||
| 2026-02-04 | 13F | Topsail Wealth Management, LLC | 68.869 | 47,06 | 14.402 | 46,90 | ||||
| 2026-01-14 | 13F | Emergent Wealth Advisors, LLC | 22.485 | -21,49 | 4.702 | -20,39 | ||||
| 2026-01-21 | 13F | Truefg, Llc | 2.406 | 2,43 | 503 | 2,44 | ||||
| 2026-01-30 | 13F | AMG National Trust Bank | 2.201 | 0,00 | 460 | 0,00 | ||||
| 2026-01-30 | 13F | Interchange Capital Partners, LLC | 1.563 | 0,13 | 327 | 0,00 | ||||
| 2026-02-17 | 13F | BTG Pactual Asset Management US LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Mesirow Financial Investment Management, Inc. | 2.402 | 1,31 | 502 | 1,21 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 6.059 | 18,66 | 1.267 | 18,43 | ||||
| 2026-02-04 | 13F | Flagship Private Wealth, LLC | 11.860 | -3,28 | 2.480 | -3,39 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 1.381.682 | 6,83 | 288.937 | 6,71 | ||||
| 2026-01-26 | 13F | JNBA Financial Advisors | 431 | -2,71 | 90 | -2,17 | ||||
| 2026-01-29 | 13F | Simon Quick Advisors, Llc | 18.612 | 0,00 | 3.892 | -0,10 | ||||
| 2026-02-17 | 13F | TCG Advisory Services, LLC | 4.147 | 0,05 | 867 | 0,00 | ||||
| 2026-02-03 | 13F | Adirondack Capital Advisors, LLC | 1.130 | 236 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 648.820 | 4,62 | 135.681 | 4,51 | ||||
| 2026-01-08 | 13F | True Wealth Design, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Baker Ellis Asset Management LLC | 18.274 | -5,31 | 3.821 | -5,42 | ||||
| 2026-02-05 | 13F | Castle Rock Wealth Management, LLC | 1.726 | 0,17 | 366 | 1,10 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 1.235 | 1,15 | 258 | 1,18 | ||||
| 2026-02-10 | 13F | DiMeo Schneider & Associates, L.L.C. | 2.782 | 582 | ||||||
| 2026-02-09 | 13F | Nicolet Bankshares Inc | 5.804 | 57,08 | 1.214 | 56,92 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 6.237 | 8,06 | 1.304 | 7,95 | ||||
| 2026-02-05 | 13F | Hills Bank & Trust Co | 11.948 | -1,24 | 2.499 | -1,34 | ||||
| 2026-01-07 | 13F | Orgel Wealth Management, LLC | 1.993 | 0,00 | 417 | -0,24 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 638 | 112,67 | 133 | 114,52 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 6.632 | 0,05 | 1.389 | 8,61 | ||||
| 2026-02-09 | 13F | Waystone Advisors Llc | 4.900 | 1.025 | ||||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 276.670 | 4,32 | 57.857 | 4,21 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 5.060 | -7,10 | 1.058 | -7,19 | ||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 12 | 0,00 | 3 | 0,00 | ||||
| 2026-02-17 | 13F | Opus Financial Solutions LLC | 6.804 | 1.423 | ||||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 12.944 | 0,00 | 2.710 | 8,62 | ||||
| 2026-01-26 | 13F | Intelligent Financial Strategies | 1.372 | -3,31 | 287 | -3,70 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 20.466 | 6,47 | 4.280 | 6,36 | ||||
| 2026-02-12 | 13F | Quadrant Capital Group Llc | 11.356 | 0,00 | 2.375 | -0,13 | ||||
| 2026-02-26 | 13F | TD Capital Management LLC | 40.444 | -2,09 | 8.458 | -2,20 | ||||
| 2026-02-06 | 13F | Copia Wealth Management | 146 | 0,00 | 31 | 0,00 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 4.877 | 0,06 | 1.021 | 0,10 | ||||
| 2026-01-26 | 13F | Luminvest Wealth Management LLC | 36.911 | 44,97 | 7.719 | 44,80 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 93.633 | -15,66 | 19.580 | -15,75 | ||||
| 2026-01-23 | 13F | Curbstone Financial Management Corp | 4.020 | -66,13 | 841 | -66,18 | ||||
| 2026-02-13 | 13F | Wealth Dimensions Group, Ltd. | 1.300 | 0,08 | 272 | 0,00 | ||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 174 | 0,00 | 37 | 0,00 | ||||
| 2026-01-16 | 13F | Taylor & Morgan Wealth Management, LLC | 2.953 | 618 | ||||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 15.847 | 9,50 | 3.314 | 9,41 | ||||
| 2026-02-17 | 13F | Summit Global Investments | 1.289 | -1,07 | 0 | |||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 0 | -100,00 | 0 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 2.838 | 0,00 | 593 | -0,17 | ||||
| 2025-11-14 | 13F | Toronto Dominion Bank | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-27 | 13F | WealthCollab, LLC | 5.710 | 0,00 | 1.194 | -0,08 | ||||
| 2026-01-06 | 13F | Lpwm Llc | 3.521 | 0,80 | 736 | 0,68 | ||||
| 2026-02-10 | 13F | Core Wealth Advisors, Llc | 127 | 27 | ||||||
| 2026-01-16 | 13F | Oak Root LLC | 10.245 | -12,53 | 2.142 | -12,61 | ||||
| 2026-02-03 | 13F | F/M Investments LLC | 4.891 | 0,00 | 1.023 | -0,10 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 16.109 | 0,17 | 3.369 | 0,06 | ||||
| 2026-01-29 | 13F | Facet Wealth, Inc. | 8.797 | 24,37 | 1.921 | 29,80 | ||||
| 2026-02-13 | 13F | Landmark Wealth Management, Inc. | 51.443 | 1,62 | 10.758 | 1,51 | ||||
| 2026-02-17 | 13F | Marquette Associates, Inc. | 46.568 | 0,28 | 9.738 | 0,17 | ||||
| 2026-01-27 | 13F | Regions Financial Corp | 7.107 | 87,52 | 1.486 | 87,39 | ||||
| 2026-02-09 | 13F | King Wealth | 2.964 | 0,24 | 1 | |||||
| 2026-01-27 | 13F | Fiscal Wisdom Wealth Management, LLC | 2.452 | 11,91 | 513 | 12,04 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 47.723 | 5,79 | 9.980 | 5,68 | ||||
| 2025-11-14 | 13F | WealthTrak Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Voya Financial Advisors, Inc. | 207.817 | -2,61 | 44.076 | -1,52 | ||||
| 2026-01-26 | 13F | PFG Investments, LLC | 1.166 | -2,91 | 244 | -3,19 | ||||
| 2026-02-06 | 13F | Gutierrez Wealth Advisory, LLC | 43.592 | -1,46 | 9.116 | -1,57 | ||||
| 2026-02-11 | 13F | Fiera Capital Corp | 1.292 | 0,00 | 270 | 0,00 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 4.694 | 146,15 | 982 | 145,86 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Wetzel Investment Advisors, Inc. | 23.663 | -0,55 | 4.948 | -0,64 | ||||
| 2026-01-26 | 13F | Phillips Financial Management, Llc | 9.713 | 0,00 | 2.031 | -0,10 | ||||
| 2026-01-08 | 13F | GSG Advisors LLC | 7.348 | 0,27 | 1.537 | -0,19 | ||||
| 2026-02-09 | 13F | Blue Bell Private Wealth Management, Llc | 5 | 0,00 | 1 | 0,00 | ||||
| 2026-02-10 | 13F | Harfst & Associates, Inc. | 28.294 | 11,42 | 5.917 | 11,31 | ||||
| 2026-02-02 | 13F | Mission Hills Financial Advisory, LLC | 18.454 | 1,38 | 3.859 | 1,29 | ||||
| 2026-02-06 | 13F | Signature Estate & Investment Advisors Llc | 26.813 | -5,43 | 5.607 | -5,53 | ||||
| 2026-02-06 | 13F | Great Diamond Partners, LLC | 60.878 | -2,07 | 12.731 | -2,17 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 41.680 | 8.716 | ||||||
| 2026-02-17 | 13F | Fmr Llc | 84.633 | 5,29 | 17.698 | 5,18 | ||||
| 2026-02-04 | 13F | Tsfg, Llc | 327 | -33,54 | 0 | |||||
| 2026-01-29 | 13F | S.A. Mason LLC | 900 | 0,00 | 188 | 0,00 | ||||
| 2026-02-12 | 13F | Reston Wealth Management Llc | 2.885 | 0,28 | 603 | 0,17 | ||||
| 2026-01-15 | 13F | Fifth Third Wealth Advisors LLC | 8.186 | 0,31 | 1.712 | 0,18 | ||||
| 2026-02-13 | 13F | Beacon Financial Advisory LLC | 1.195 | -15,31 | 250 | -15,59 | ||||
| 2026-01-21 | 13F | Asio Capital, LLC | 68.550 | 2,17 | 14.335 | 2,07 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 20.085 | 16,71 | 4.200 | 41,70 | ||||
| 2026-01-14 | 13F | Mirador Capital Partners LP | 1.500 | -8,37 | 314 | -8,48 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-23 | 13F | Calder Financial LLC | 8.668 | 1.813 | ||||||
| 2026-02-02 | 13F | Robertson Stephens Wealth Management, LLC | 1.020 | -14,86 | 213 | -14,80 | ||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 1.602 | -4,59 | 335 | -4,56 | ||||
| 2026-02-03 | 13F | SBI Securities Co., Ltd. | 738 | -0,67 | 154 | -0,65 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 3.022 | -0,10 | 632 | -0,32 | ||||
| 2026-02-17 | 13F/A | Vance Wealth, Inc. | 1.138 | 0,00 | 238 | -0,42 | ||||
| 2025-11-14 | 13F | Sofos Investments, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | RMG Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 138 | -22,91 | 29 | -24,32 | ||||
| 2025-11-14 | 13F | Mount Yale Investment Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-21 | 13F | Alliance Wealth Management Group | 1.011 | 0,00 | 211 | 0,00 | ||||
| 2026-02-13 | 13F | Excelsior Advisor Network LLC | 5.915 | 1.237 | ||||||
| 2026-02-04 | 13F | Boston Private Wealth Llc | 1.433 | 0,00 | 300 | 0,00 | ||||
| 2026-02-05 | 13F | May Hill Capital, LLC | 10.735 | 92,25 | 2.245 | 92,12 | ||||
| 2026-02-05 | 13F | Rossmore Private Capital | 264 | 0,00 | 55 | 0,00 | ||||
| 2026-01-23 | 13F | Steigerwald, Gordon & Koch Inc. | 222 | 0,00 | 46 | 0,00 | ||||
| 2025-10-22 | 13F | Gries Financial Llc | 3.482 | 0,00 | 729 | 8,49 | ||||
| 2026-02-09 | 13F | Bleakley Financial Group, LLC | 37.336 | 7.808 | ||||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 9.749 | -5,18 | 2.039 | -5,30 | ||||
| 2026-02-03 | 13F | Cassaday & Co Wealth Management LLC | 1.571 | 0,00 | 329 | 0,00 | ||||
| 2026-01-28 | 13F | Grant Street Asset Management, Inc. | 7.362 | 1,38 | 1.540 | 1,25 | ||||
| 2026-02-10 | 13F | Evolution Wealth Management Inc. | 18 | 4 | ||||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 4.450 | 0,00 | 931 | -0,11 | ||||
| 2026-02-03 | 13F | Sigma Investment Counselors Inc | 2.770 | 0,00 | 579 | 0,00 | ||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 1.549 | -1,65 | 324 | -1,82 | ||||
| 2026-01-15 | 13F | Brookstone Capital Management | 4.244 | -19,10 | 888 | -19,22 | ||||
| 2026-02-11 | 13F | Cypress Capital Group | 8.320 | 0,00 | 1.740 | -0,11 | ||||
| 2025-10-16 | 13F | Fortress Wealth Management, Inc. | 1.558 | 0,00 | 326 | 8,67 | ||||
| 2026-02-06 | 13F | Keystone Financial Group | 2.057 | -25,63 | 430 | -25,48 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 774.025 | 10,77 | 161.864 | 10,66 | ||||
| 2026-01-23 | 13F | Smallwood Wealth Investment Management, LLC | 11 | 0,00 | 2 | 0,00 | ||||
| 2026-02-02 | 13F | Vista Capital Partners, Inc. | 1.372 | 0,00 | 287 | -0,35 | ||||
| 2026-03-03 | 13F | Midway Capital Research & Management | 1.301 | 272 | ||||||
| 2026-01-29 | 13F | RMR Wealth Builders | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 124 | 0,00 | 26 | 0,00 | ||||
| 2026-01-21 | 13F | Five Pine Wealth Management | 12.148 | 0,48 | 2.540 | 0,40 | ||||
| 2026-01-28 | 13F | Morton Brown Family Wealth, LLC | 500 | 0,00 | 105 | 0,00 | ||||
| 2026-02-12 | 13F | McMillan Office, Inc. | 301 | 63 | ||||||
| 2026-02-10 | 13F | DT Investment Partners, LLC | 153 | 0,00 | 32 | -3,12 | ||||
| 2026-02-13 | 13F | Tradewinds, LLC. | 3.818 | 5,44 | 798 | 5,28 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 786 | -7,31 | 164 | -7,34 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 66.171 | 18,62 | 13.838 | 18,50 | ||||
| 2026-01-27 | 13F | Richards, Merrill & Peterson, Inc. | 4 | 0,00 | 1 | |||||
| 2026-01-29 | 13F | Quadcap Wealth Management, LLC | 1.515 | 0,00 | 317 | -0,32 | ||||
| 2026-02-14 | 13F | Howe & Rusling Inc | 100 | 21 | ||||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 29.290 | 165,93 | 6.127 | 153,87 | ||||
| 2026-01-20 | 13F | Investment Planning Advisors, Inc. | 106.880 | -34,70 | 22.351 | -34,77 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 977.926 | 5,98 | 204.504 | 5,87 | ||||
| 2026-01-26 | 13F | Peoples Financial Services Corp. | 698 | -20,14 | 146 | -20,33 | ||||
| 2026-01-28 | 13F | Bull Street Advisors, LLC | 6.680 | 1,98 | 1 | 0,00 | ||||
| 2026-02-12 | 13F | IFC & Insurance Marketing, Inc. | 91 | 0 | ||||||
| 2025-10-20 | 13F | Sax Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | Precedent Wealth Partners, Llc | 5.201 | 1,05 | 1.088 | 0,93 | ||||
| 2026-01-29 | 13F | St Germain D J Co Inc | 150 | 0,00 | 31 | 0,00 | ||||
| 2026-02-06 | 13F | CWS Financial Advisors, LLC | 13.483 | -11,98 | 2.820 | -12,07 | ||||
| 2026-02-11 | 13F | Gilpin Wealth Management, Llc | 15.755 | 3.295 | ||||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-19 | 13F | Briggs Wealth Management, Inc | 9.380 | 1.961 | ||||||
| 2026-01-21 | 13F | Crux Wealth Advisors | 4.579 | -44,41 | 958 | -44,49 | ||||
| 2026-02-04 | 13F | Western Pacific Wealth Management, LP | 150 | 0,00 | 31 | 0,00 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 3.501 | -22,37 | 732 | -22,46 | ||||
| 2026-02-13 | 13F | 17 Capital Partners, Llc | 2.604 | 2,84 | 545 | 2,64 | ||||
| 2026-01-28 | 13F | Fiduciary Wealth Partners, LLC | 4.092 | 0,29 | 856 | 0,12 | ||||
| 2026-02-05 | 13F | Td Private Client Wealth Llc | 517.375 | 14,68 | 108.194 | 14,56 | ||||
| 2026-02-04 | 13F | Washington Trust Bank | 4.383 | 0,00 | 917 | -0,11 | ||||
| 2026-02-17 | 13F | Gotham Asset Management, LLC | 15.450 | 0,00 | 3.231 | -0,12 | ||||
| 2026-01-09 | 13F | Montecito Bank & Trust | 2.900 | 0,00 | 606 | -0,16 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 54.608 | 11.443 | ||||||
| 2026-01-15 | 13F | Westmount Partners, LLC | 1.476 | 0,00 | 309 | -0,32 | ||||
| 2026-02-11 | 13F | Hughes Financial Services, LLC | 943 | 0,00 | 197 | -0,51 | ||||
| 2026-02-13 | 13F | Veridan Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Heritage Family Offices, LLP | 1.827 | 0,00 | 382 | 0,00 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 24.814 | 133,92 | 5.189 | 133,74 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 4.017 | 22,88 | 840 | 32,91 | ||||
| 2026-02-06 | 13F | Ferguson Johnson Wealth Management Inc | 1.886 | 0 | ||||||
| 2025-10-20 | 13F | Adirondack Trust Co | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Prospect Financial Group LLC | 1.692 | 0,00 | 354 | -0,28 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 1.037 | 5,92 | 229 | 11,17 | ||||
| 2026-01-14 | 13F | ORG Wealth Partners, LLC | 494 | 0,00 | 103 | 0,00 | ||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 79.024 | 1,25 | 16.428 | 0,54 | ||||
| 2026-01-23 | 13F | BCR Wealth Strategies, LLC | 3.719 | -5,49 | 1 | |||||
| 2026-02-12 | 13F | Advocate Investing Services LLC | 27 | 6 | ||||||
| 2026-02-03 | 13F | RWM Asset Management, LLC | 6.583 | 0,00 | 1.443 | 4,64 | ||||
| 2026-01-14 | 13F | First County Bank /CT/ | 2.154 | 0,00 | 450 | 0,00 | ||||
| 2026-01-30 | 13F | Laurel Wealth Advisors LLC | 1.725 | 0,00 | 361 | -0,28 | ||||
| 2026-02-04 | 13F | Ground Swell Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Networth Advisors, LLC | 64 | 13 | ||||||
| 2026-01-06 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1.305 | 3,98 | 273 | 3,82 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 4.423 | 0,00 | 925 | 0,00 | ||||
| 2026-03-05 | 13F | Taylor Securities Services, Inc. | 1.088 | 228 | ||||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 4.218 | -7,46 | 882 | -7,55 | ||||
| 2026-01-09 | 13F | First Heartland Consultants, Inc. | 3.772 | 8,42 | 789 | 8,24 | ||||
| 2026-02-11 | 13F | Vermillion Wealth Management, Inc. | 76 | 0,00 | 16 | 0,00 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 118.093 | 27,31 | 24.696 | 27,18 | ||||
| 2025-11-13 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-05 | 13F | Park Avenue Securities Llc | 1.621 | 3,25 | 0 | |||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 196.301 | -17,61 | 41.050 | -17,70 | ||||
| 2026-02-13 | 13F | TFB Advisors LLC | 9.638 | -3,56 | 2.015 | -4,64 | ||||
| 2026-01-23 | 13F | Carnegie Capital Asset Management, LLC | 1.076 | 225 | ||||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 67.644 | 13,41 | 14.146 | 13,30 | ||||
| 2026-02-12 | 13F | Colonial Trust Advisors | 1.316 | 23,45 | 275 | 23,32 | ||||
| 2025-10-16 | 13F | Custos Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Coston, McIsaac & Partners | 268 | 0,00 | 0 | |||||
| 2026-02-06 | 13F | Synergy Investment Management, LLC | 3.369 | -2,21 | 705 | -2,36 | ||||
| 2026-02-19 | 13F | Michels Family Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | LRI Investments, LLC | 437 | 0,00 | 91 | 0,00 | ||||
| 2026-01-16 | 13F | PFS Partners, LLC | 267 | 0,38 | 56 | 0,00 | ||||
| 2026-01-21 | 13F | Warner Financial, Inc | 14.357 | -0,07 | 3 | 0,00 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 738.542 | 1,70 | 154.444 | 1,60 | ||||
| 2026-02-17 | 13F | LaSalle St. Investment Advisors, LLC | 12.628 | 0,64 | 3 | 0,00 | ||||
| 2026-01-08 | 13F | Charis Legacy Partners, LLC | 26.964 | 3,02 | 5.639 | 2,90 | ||||
| 2026-02-10 | 13F | Parkway Wealth Management Group, LLC | 34.527 | 7.220 | ||||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Compass Advisory Group LLC | 30.803 | -0,04 | 6.441 | -0,14 | ||||
| 2026-02-06 | 13F | Associated Banc-corp | 7.379 | 78,32 | 1.543 | 78,18 | ||||
| 2026-02-13 | 13F | Element Wealth, LLC | 3.183 | 666 | ||||||
| 2026-02-04 | 13F | Clark Wealth Partners | 127 | 0,00 | 27 | 0,00 | ||||
| 2026-02-09 | 13F | Key FInancial Inc | 265 | 0,00 | 55 | 0,00 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 1.029.567 | 1,57 | 215.303 | 1,46 | ||||
| 2026-02-17 | 13F | Lantern Wealth Advisors, LLC | 1.392 | 0,00 | 291 | 0,00 | ||||
| 2026-01-27 | 13F | HCR Wealth Advisors | 178.116 | 37.248 | ||||||
| 2026-02-11 | 13F | LPL Financial LLC | Call | 1.500 | 314 | |||||
| 2026-02-10 | 13F | Texas Yale Capital Corp. | 3.365 | 0,00 | 704 | -0,14 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 2.139 | 4,34 | 447 | 4,20 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 140 | 0 | ||||||
| 2026-02-17 | 13F | Coastal Bridge Advisors, LLC | 5.011 | 0,64 | 1.048 | 0,48 | ||||
| 2025-10-24 | 13F | Aventus Investment Advisors, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 8.068 | 7,95 | 1.687 | 7,86 | ||||
| 2026-02-09 | 13F | Mathes Company, Inc. | 3.350 | -43,70 | 1 | -100,00 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 4.207 | 0,00 | 880 | -0,11 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 12.506 | 2,43 | 2.615 | 2,35 | ||||
| 2026-02-10 | 13F | Clarity Capital Advisors, LLC | 3.111 | 0,16 | 651 | 0,00 | ||||
| 2026-02-10 | 13F | Coyle Financial Counsel LLC | 21.334 | -2,95 | 4.461 | -3,04 | ||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 420 | 82,61 | 88 | 81,25 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 6.714 | 10,03 | 1.404 | 9,95 | ||||
| 2026-02-10 | 13F | Garde Capital, Inc. | 2.000 | 0,00 | 418 | 0,00 | ||||
| 2026-01-09 | 13F | Dynamic Advisor Solutions LLC | 1.474 | -27,60 | 308 | -27,70 | ||||
| 2026-02-04 | 13F | Biltmore Family Office, LLC | 1.492 | -0,86 | 312 | -0,95 | ||||
| 2025-11-13 | 13F | Fft Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Mason Investment Advisory Services, Inc. | 3.247 | -1,28 | 679 | -1,45 | ||||
| 2026-01-14 | 13F | Clarius Group, LLC | 37.255 | 0,15 | 7.791 | 0,04 | ||||
| 2026-02-06 | 13F/A | Rathbone Brothers plc | 2.232 | -8,22 | 467 | -8,45 | ||||
| 2026-01-23 | 13F | Evolution Advisers, Inc. | 498 | 0,00 | 0 | |||||
| 2026-01-23 | 13F | Beacon Harbor Wealth Advisors, Inc. | 129.036 | 2,39 | 26.984 | 2,28 | ||||
| 2026-01-20 | 13F | Prospera Capital Management, LLC | 33.381 | -1,20 | 6.981 | -1,31 | ||||
| 2026-01-20 | 13F | Aspiriant, Llc | 3.680 | -36,48 | 770 | -36,55 | ||||
| 2026-02-17 | 13F | Strategic Investment Advisors / MI | 90.012 | 9,19 | 18.835 | 8,77 | ||||
| 2025-10-27 | 13F | Financial Network Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Stembrook Asset Management, LLC | 14.449 | 3.022 | ||||||
| 2026-01-27 | 13F | Forum Financial Management, LP | 3.430 | 0,00 | 717 | -0,14 | ||||
| 2026-02-11 | 13F | Jessup Wealth Management, Inc | 41.587 | 3,61 | 8.697 | 3,50 | ||||
| 2026-01-14 | 13F | Quad-Cities Investment Group, LLC | 2.034 | 5,99 | 425 | 5,99 | ||||
| 2026-02-09 | 13F | Lincoln National Corp | 170.604 | 1,90 | 35.677 | 1,79 | ||||
| 2026-01-21 | 13F | Woodmont Investment Counsel Llc | 5.384 | -1,37 | 1.126 | -1,49 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 337.129 | 3,63 | 70.522 | 3,53 | ||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 263 | 0,00 | 55 | -1,82 | ||||
| 2026-02-12 | 13F | Columbia River Financial Group, LLC | 65.954 | -6,04 | 14 | -7,14 | ||||
| 2026-02-06 | 13F | Csenge Advisory Group | 995 | 208 | ||||||
| 2026-01-07 | 13F | Central Pacific Bank - Trust Division | 6 | 0,00 | 1 | 0,00 | ||||
| 2026-02-13 | 13F | Gould Asset Management Llc /ca/ | 35.458 | -4,54 | 7.415 | -4,63 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 80.643 | 2,96 | 16.864 | 2,85 | ||||
| 2026-02-03 | 13F | Retirement Planning Group | 33.226 | 4,02 | 6.948 | 3,92 | ||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-21 | 13F | Towercrest Capital Management | 1.011 | 0,00 | 211 | 0,00 | ||||
| 2026-01-08 | 13F | Traveka Wealth, LLC | 3.987 | 12,79 | 834 | 12,57 | ||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 79.917 | 6,12 | 16.712 | 6,01 | ||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 55.008 | -0,20 | 11.971 | 3,30 | ||||
| 2026-02-17 | 13F | Spears Abacus Advisors LLC | 1.700 | 0,00 | 356 | 0,00 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 182.975 | 485,24 | 38 | 533,33 | ||||
| 2026-01-07 | 13F | Fragasso Group Inc. | 23.957 | -0,04 | 5.010 | -1,46 | ||||
| 2026-02-18 | 13F | Hershey Financial Advisers, LLC | 1.769 | 14,65 | 370 | 14,24 | ||||
| 2025-11-12 | 13F | Accredited Wealth Management, LLC | 113 | -99,39 | 603 | -83,00 | ||||
| 2026-01-06 | 13F | Sage Capital Advisors,llc | 3.585 | 6,54 | 750 | 6,39 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 316.950 | 223,79 | 66.281 | 223,46 | ||||
| 2026-01-06 | 13F | Davis Investment Partners, LLC | 1.334 | 0,00 | 282 | 0,71 | ||||
| 2026-01-23 | 13F | Journey Beyond Wealth, LLC | 49.272 | -10,50 | 10.304 | -10,60 | ||||
| 2026-01-28 | 13F | Barrett & Company, Inc. | 320 | 0,00 | 67 | 0,00 | ||||
| 2026-01-29 | 13F | Advisors Capital Management, LLC | 4.359 | -0,11 | 912 | -0,22 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 1.508 | 0,00 | 315 | 0,00 | ||||
| 2026-01-21 | 13F | West Paces Advisors Inc. | 5 | 0,00 | 1 | 0,00 | ||||
| 2026-01-30 | 13F | Arlington Trust Co LLC | 400 | 0,00 | 84 | 0,00 | ||||
| 2026-02-13 | 13F | JustInvest LLC | 2.727 | 0,00 | 570 | 0,00 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 18.199 | 4 | ||||||
| 2026-02-02 | 13F | Miracle Mile Advisors, LLC | 31.802 | 7,14 | 6.651 | 7,03 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 92.246 | 19.311 | ||||||
| 2026-02-06 | 13F | Geometric Wealth Advisors | 1.358 | 0,22 | 284 | 0,00 | ||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 7.790 | 82,56 | 1.629 | 82,42 | ||||
| 2026-01-29 | 13F | Howard Wealth Management, Llc | 5.965 | -3,57 | 1.248 | -3,71 | ||||
| 2026-02-13 | 13F | Pin Oak Investment Advisors Inc | 48 | 0,00 | 0 | -100,00 | ||||
| 2025-10-24 | 13F | MorganRosel Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | JGP Wealth Management, LLC | 1.140 | 238 | ||||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 5.000 | -51,92 | 1.046 | -52,00 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Pinnacle Associates Ltd | 7.550 | 0,00 | 1.579 | -0,13 | ||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 236.617 | -7,78 | 49.481 | -7,87 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 919 | 79,84 | 192 | 81,13 | ||||
| 2026-02-11 | 13F | Victrix Investment Advisors | 4.397 | 920 | ||||||
| 2026-01-23 | 13F | Brown, Lisle/cummings, Inc. | 76 | -68,98 | 16 | -70,59 | ||||
| 2026-02-11 | 13F | SlateStone Wealth, LLC | 133.986 | 10,28 | 28 | 12,00 | ||||
| 2026-01-12 | 13F | Moody National Bank Trust Division | 160.820 | 4,10 | 33.631 | 3,99 | ||||
| 2026-02-10 | 13F | Moors & Cabot, Inc. | 2.203 | -1,52 | 461 | -1,71 | ||||
| 2026-01-16 | 13F | M3 Advisory Group, LLC | 2.443 | -2,98 | 511 | -3,23 | ||||
| 2026-01-23 | 13F | Eagle Bay Advisors LLC | 231 | 48 | ||||||
| 2026-01-29 | 13F | Prepared Retirement Institute LLC | 1.638 | 0,00 | 343 | 0,00 | ||||
| 2026-02-09 | 13F | Smithfield Trust Co | 1.609 | 0,00 | 0 | |||||
| 2026-02-12 | 13F | Schiavi & Co LLC | 1.891 | 0,11 | 395 | 0,00 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 122 | -70,81 | 26 | -71,26 | ||||
| 2025-11-12 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Prosperity Consulting Group, LLC | 3.134 | -9,05 | 655 | -9,15 | ||||
| 2026-01-13 | 13F | Olistico Wealth, LLC | 2.238 | -2,65 | 468 | -2,70 | ||||
| 2026-02-06 | 13F | Flaharty Asset Management, LLC | 4.318 | 22,64 | 903 | 22,39 | ||||
| 2026-02-12 | 13F | Hollencrest Capital Management | 8.558 | 0,58 | 1.790 | 0,45 | ||||
| 2026-02-10 | 13F | Murphy & Mullick Capital Management Corp | 20 | 4 | ||||||
| 2026-02-11 | 13F | Prime Buchholz LLC | 45.210 | -6,75 | 9.454 | -6,85 | ||||
| 2026-02-12 | 13F | Chilton Capital Management Llc | 16.085 | -0,07 | 3.364 | -0,18 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 250.665 | -0,67 | 52.419 | -0,77 | ||||
| 2026-01-07 | 13F | Boston Standard Wealth Management, LLC | 36.741 | 2,62 | 7.683 | 2,51 | ||||
| 2026-02-11 | 13F | Everett Harris & Co /ca/ | 1.426 | 298 | ||||||
| 2026-02-17 | 13F | Centennial Bank/AR/ | 462 | 97 | ||||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 21.307 | 6,88 | 4.456 | 6,76 | ||||
| 2026-01-30 | 13F | Citizens Financial Group Inc/ri | 22.977 | 4,86 | 4.805 | 4,73 | ||||
| 2026-01-12 | 13F | Focus Financial Network, Inc. | 4.236 | 0,02 | 886 | -0,11 | ||||
| 2026-01-23 | 13F | Family CFO Inc | 15.080 | 0,81 | 3.154 | 0,70 | ||||
| 2026-01-07 | 13F | Harbor Investment Advisory, Llc | 8.394 | 0,26 | 1.755 | 0,17 | ||||
| 2026-01-07 | 13F | Procyon Private Wealth Partners, LLC | 64.925 | 2,36 | 13.577 | 2,25 | ||||
| 2026-02-12 | 13F | Ankerstar Wealth, LLC | 618 | 129 | ||||||
| 2026-01-28 | 13F | Confluence Wealth Services, Inc. | 8.750 | 1,18 | 1.830 | 1,05 | ||||
| 2026-01-20 | 13F | Fundamentun, Llc | 3.784 | 44,32 | 791 | 44,34 | ||||
| 2026-02-13 | 13F | Delos Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 11.636 | 592,62 | 2.433 | 593,16 | ||||
| 2026-02-13 | 13F | Centerpoint Advisors, LLC | 5.671 | -2,24 | 1 | 0,00 | ||||
| 2026-01-16 | 13F | Worth Financial Advisory Group, LLC | 5.827 | 2,55 | 1.219 | 2,44 | ||||
| 2025-11-06 | 13F | Wealthstream Advisors, Inc. | 3.849 | 0,00 | 806 | 8,64 | ||||
| 2026-02-17 | 13F | Strategic Financial Planning, Inc. | 21.020 | -0,03 | 4.396 | -0,14 | ||||
| 2026-02-04 | 13F | Advisor OS, LLC | 41.732 | -0,06 | 8.727 | -0,17 | ||||
| 2026-01-23 | 13F | Cambiar Investors Llc | 1.272 | 266 | ||||||
| 2026-02-10 | 13F | MidAtlantic Capital Management, Inc. | 117 | 24 | ||||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 82 | 0,00 | 17 | 0,00 | ||||
| 2026-02-02 | 13F | Golden Road Advisors Llc | 4.861 | -2,59 | 1.017 | -2,68 | ||||
| 2026-01-29 | 13F | Inscription Capital, LLC | 3.562 | 0,71 | 745 | 0,54 | ||||
| 2026-02-02 | 13F | Nicholas Hoffman & Company, LLC. | 1.169 | 0,00 | 245 | 0,00 | ||||
| 2026-01-28 | 13F | Boston Trust Walden Corp | 21.824 | 2.025,02 | 4.564 | 2.032,24 | ||||
| 2026-01-12 | 13F | Sentinel Pension Advisors Inc | 1.243 | 0,08 | 260 | 0,39 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 126 | 0,00 | 26 | 0,00 | ||||
| 2026-02-12 | 13F | Pitcairn Co | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Affiance Financial, LLC | 80.694 | -0,79 | 16.875 | -0,89 | ||||
| 2026-02-02 | 13F | Partners in Financial Planning | 15.915 | -0,71 | 3.328 | -0,80 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | Mather Group, Llc. | 144.174 | -1,00 | 30.150 | -1,10 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 3.702 | 0,00 | 774 | -0,13 | ||||
| 2026-02-02 | 13F | CENTRAL TRUST Co | 2.153 | 5,85 | 450 | 5,88 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Fire Capital Management LLC | 5.814 | 0,00 | 1.216 | -0,16 | ||||
| 2026-02-09 | 13F | Prospera Financial Services Inc | 5.268 | -1,01 | 1.102 | -1,17 | ||||
| 2025-10-28 | 13F | Copperleaf Capital, LLC | 1.846 | -8,70 | 386 | -0,77 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 23.536 | 0,06 | 4.922 | -0,06 | ||||
| 2026-01-14 | 13F | Cypress Financial Planning Llc | 112.660 | 0,38 | 23.789 | 1,25 | ||||
| 2025-11-12 | 13F | Cobblestone Capital Advisors Llc /ny/ | 233.545 | 0,69 | 48.890 | 9,38 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 2.864 | 57,10 | 599 | 56,81 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 7.024 | 5,01 | 1.469 | 4,86 | ||||
| 2026-01-20 | 13F | RPG Investment Advisory, LLC | 3.396 | 3,82 | 710 | 3,80 | ||||
| 2026-01-20 | 13F | American National Bank | 276 | 0,00 | 58 | 0,00 | ||||
| 2026-01-07 | 13F | KFA Private Wealth Group, LLC | 1.951 | 0,00 | 408 | 0,00 | ||||
| 2026-01-12 | 13F | Wealth Group Ltd | 21.200 | -39,62 | 4.433 | -39,68 | ||||
| 2026-02-12 | 13F | Keel Point, LLC | 79.547 | 4,75 | 16.635 | 4,64 | ||||
| 2026-01-22 | 13F | Alpha Omega Wealth Management LLC | 2.543 | 0,00 | 532 | -0,19 | ||||
| 2025-10-15 | 13F | Financial Management Professionals, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Saxon Interests, Inc. | 1.948 | -0,51 | 407 | 1,24 | ||||
| 2026-01-05 | 13F | Garrett Investment Advisors LLC | 7.110 | 17,58 | 1.487 | 17,47 | ||||
| 2026-02-17 | 13F | Wealth Architects, LLC | 3.291 | -9,11 | 688 | -9,11 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 140.926 | 4,83 | 29.470 | 4,72 | ||||
| 2026-01-27 | 13F | PFG Advisors | 9.847 | -15,27 | 2.059 | -15,37 | ||||
| 2026-01-23 | 13F | Successful Portfolios LLC | 7.046 | 7,59 | 1.541 | 12,48 | ||||
| 2026-02-10 | 13F | KERR FINANCIAL PLANNING Corp | 6 | 100,00 | 1 | |||||
| 2026-01-21 | 13F | Sowell Financial Services LLC | 2.319 | 58,19 | 485 | 58,17 | ||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 8.671 | 0,00 | 1.813 | -0,11 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 431.867 | -11,56 | 90 | -11,76 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 4.696 | -15,39 | 982 | -15,50 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Unconventional Investor, LLC | 1.648 | 0,06 | 345 | 0,00 | ||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 251 | 0,00 | 52 | 0,00 | ||||
| 2026-01-29 | 13F | UMA Financial Services, Inc. | 106 | 0,95 | 22 | 0,00 | ||||
| 2026-01-09 | 13F | Breakwater Capital Group | 1.760 | 3,47 | 368 | 3,37 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 1.917 | 1,64 | 401 | 1,52 | ||||
| 2026-02-04 | 13F | Certior Financial Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Selective Wealth Management, Inc. | 7.060 | -1,23 | 1.562 | 3,93 | ||||
| 2026-02-10 | 13F | Essex Financial Services, Inc. | 2.427 | -0,98 | 508 | -1,17 | ||||
| 2026-02-13 | 13F | Toroso Investments, LLC | 9.873 | 3,03 | 2.065 | 2,89 | ||||
| 2025-11-14 | 13F | Silvercrest Asset Management Group Llc | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | TruWealth Advisors, LLC | 5.651 | -3,60 | 1.182 | -3,75 | ||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 1.900 | 0,00 | 397 | 0,00 | ||||
| 2025-11-12 | 13F | Palo Alto Wealth Advisors, Llc | 1.760 | 0,06 | 370 | 9,17 | ||||
| 2026-01-07 | 13F | Next Level Private LLC | 2.125 | 0,28 | 444 | -1,55 | ||||
| 2026-01-21 | 13F | Walkner Condon Financial Advisors LLC | 1.747 | -3,53 | 365 | -3,69 | ||||
| 2026-01-30 | 13F | SOL Capital Management CO | 84.482 | -5,05 | 18 | -5,56 | ||||
| 2026-02-10 | 13F | Eq Llc | 993 | 0,00 | 208 | 0,00 | ||||
| 2026-01-21 | 13F | Capital Advisors Wealth Management, LLC | 3.850 | 30,64 | 805 | 30,68 | ||||
| 2026-02-05 | 13F | Security National Bank | 26.355 | 0,00 | 5.511 | -0,11 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 1.219 | 255 | ||||||
| 2026-01-13 | 13F | Stablepoint Partners, LLC | 4.297 | -7,97 | 899 | -8,09 | ||||
| 2025-10-24 | 13F | Wela Strategies, Inc. | 1.363 | -13,30 | 285 | -5,63 | ||||
| 2026-02-12 | 13F | Rik Saylor Financial, Inc. | 3.919 | -2,05 | 820 | -2,15 | ||||
| 2026-02-17 | 13F | Donalies Financial Planning, LLC | 1.311 | 274 | ||||||
| 2026-02-05 | 13F | ARS Investment Partners, LLC | 2.975 | 0,00 | 622 | 0,00 | ||||
| 2026-02-12 | 13F | Great Lakes Advisors, Llc | 13.285 | 2.778 | ||||||
| 2026-02-06 | 13F | Summit Wealth Group, LLC | 78.495 | 0,04 | 16.415 | -0,07 | ||||
| 2026-02-09 | 13F | Avalon Trust Co | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Echo45 Advisors LLC | 28.240 | 1,91 | 5.906 | 1,81 | ||||
| 2026-01-16 | 13F | Wealth Advisory Solutions, LLC | 6.076 | 0,41 | 1.271 | 0,32 | ||||
| 2026-01-26 | 13F | Sellwood Investment Partners LLC | 8.295 | 19,28 | 1.735 | 19,18 | ||||
| 2026-02-05 | 13F | Plante Moran Financial Advisors, LLC | 764.572 | 4,25 | 159.887 | 4,14 | ||||
| 2026-01-21 | 13F | Bluesphere Advisors, LLC | 3.733 | 0,30 | 781 | 0,13 | ||||
| 2026-02-02 | 13F | Balentine LLC | 15.375 | 0,00 | 3.215 | -0,09 | ||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 60 | 13 | ||||||
| 2026-01-16 | 13F | West Branch Capital LLC | 193 | 0,00 | 40 | 0,00 | ||||
| 2026-02-17 | 13F | Creative Planning | 496.103 | 0,73 | 103.745 | 0,62 | ||||
| 2026-02-17 | 13F | First Manhattan Co | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Meramec Financial Planners, LLC | 104 | 23 | ||||||
| 2026-02-11 | 13F | GW&K Investment Management, LLC | 1.513 | 0 | ||||||
| 2026-02-10 | 13F | Savant Capital, LLC | 33.305 | -4,21 | 6.965 | -4,31 | ||||
| 2026-01-28 | 13F | Schmidt P J Investment Management Inc | 3.000 | 0,00 | 627 | -0,16 | ||||
| 2026-01-13 | 13F | West Financial Advisors, LLC | 63.139 | -4,24 | 13.204 | -4,34 | ||||
| 2026-01-26 | 13F | Chicago Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | United Community Bank | 21.332 | 14,46 | 4.461 | 14,33 | ||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 4.931 | 0,00 | 1.031 | -0,10 | ||||
| 2026-01-14 | 13F | Wealthcare Advisory Partners LLC | 5.587 | -3,42 | 1.168 | -3,55 | ||||
| 2026-03-04 | 13F | SHP Wealth Management | 693 | 145 | ||||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 147 | 0,00 | 31 | 0,00 | ||||
| 2026-02-11 | 13F | Lowe Brockenbrough & Co Inc | 139 | 0,00 | 29 | 0,00 | ||||
| 2026-01-23 | 13F | ABLE Financial Group, LLC | 1.124 | 235 | ||||||
| 2026-02-13 | 13F | Kilter Group LLC | 215 | 235,94 | 45 | 238,46 | ||||
| 2026-01-23 | 13F | Legacy Bridge, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Acorn Financial Advisory Services Inc /adv | 8.824 | -0,53 | 1.845 | -0,59 | ||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 47.514 | 14,98 | 9.460 | 9,35 | ||||
| 2026-02-17 | 13F | Redwood Investment Management, Llc | 2.388 | -7,94 | 0 | |||||
| 2026-02-17 | 13F | Nepc Llc | 626.535 | 68,42 | 131.021 | 68,24 | ||||
| 2026-01-12 | 13F | Eagle Capital Management, LLC | 27.727 | 0,34 | 6 | 0,00 | ||||
| 2026-02-13 | 13F | Palisade Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-03 | 13F | Retirement Planning Co of New England, Inc. | 0 | -100,00 | 0 |
