VYMI - Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (NasdaqGM)

Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
US ˙ NasdaqGM ˙ US9219467944

Grundlæggende statistik
Institutionelle ejere 769 total, 769 long only, 0 short only, 0 long/short - change of 10,16% MRQ
Gennemsnitlig porteføljeallokering 0.4673 % - change of -14,50% MRQ
Institutionelle aktier (lange) 67.452.210 (ex 13D/G) - change of 5,31MM shares 8,54% MRQ
Institutionel værdi (lang) $ 5.842.906 USD ($1000)
Institutionelt ejerskab og aktionærer

Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF (US:VYMI) har 769 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 67,452,210 aktier. Største aktionærer omfatter Morgan Stanley, Bank Of America Corp /de/, Captrust Financial Advisors, Orgel Wealth Management, LLC, LPL Financial LLC, Wells Fargo & Company/mn, Envestnet Asset Management Inc, Ameriprise Financial Inc, Jones Financial Companies Lllp, and Royal Bank Of Canada .

Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF (NasdaqGM:VYMI) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.

The share price as of April 6, 2026 is 95,34 / share. Previously, on April 7, 2025, the share price was 66,19 / share. This represents an increase of 44,04% over that period.

VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF Institutional Ownership
Fondens stemningsscore

Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.

Opdateringsfrekvens: Dagligt

Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.

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Institutionel Put/Call-forhold

Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.

Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.

VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF Historical Put/Call Ratio
13F og NPORT arkivering

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

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Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2026-01-14 13F Bell Bank 5.345 4,44 481 11,09
2026-02-04 13F Meridian Wealth Management, LLC 21.684 290,77 1.952 315,99
2025-10-20 13F Investment Partners Asset Management, Inc. 0 -100,00 0
2026-01-21 13F MBA Advisors LLC 21.957 6,92 1.976 13,69
2026-02-06 13F EverSource Wealth Advisors, LLC 12.175 -3,06 1.096 3,01
2026-02-11 13F Resolute Advisors LLC 14.041 44,26 1.264 53,28
2026-01-29 13F Vanguard Group Inc 75.556 23,08 6.800 30,82
2026-02-10 13F/A Northwestern Mutual Wealth Management Co 159.180 9,04 14.326 15,90
2026-02-13 13F Selby Wealth Management, LLC 6.045 544
2026-01-22 13F Iron Financial, LLC 3.468 0,64 312 7,22
2026-02-09 13F Huntington National Bank 1.661 6,27
2026-01-23 13F Clarity Wealth Advisors, LLC 143.420 12,26 12.908 19,31
2026-01-12 13F Certified Advisory Corp 42.833 1,22 3.855 7,59
2026-01-29 13F Kestra Private Wealth Services, Llc 96.111 6,79 8.650 13,49
2026-01-20 13F Princeton Global Asset Management LLC 60 5
2026-02-06 13F Integral Investment Advisors, Inc. 22.821 1,72 2.054 8,11
2026-02-09 13F Syverson Strege & Co 2.251 203
2026-01-27 13F Jackson, Grant Investment Advisers, Inc. 126 1,61 11 10,00
2026-02-17 13F Stokes Family Office, LLC 35.527 11,83 3.197 18,85
2026-02-04 13F Liberty Wealth Management Llc 3.058 275
2026-02-06 13F Kimelman & Baird, LLC 488 0,00 44 4,88
2026-01-08 13F Legacy Private Trust Co. 7.330 0,00 660 6,29
2026-01-23 13F Gilbert Capital Group, Inc. 29.726 2.675
2026-01-26 13F Invested Advisors 4.416 397
2025-10-16 13F Lowe Wealth Advisors, LLC 24.609 50,62 2.084 59,25
2026-01-27 13F Fiduciary Advisors, Inc. 69.403 4,27 6.246 10,82
2026-02-13 13F Cornerstone Financial Management LLC 4.320 389
2026-02-11 13F OneAscent Financial Services LLC 10.297 155,00 927 171,55
2026-01-13 13F Team Financial Group, LLC 1.988 0,96 179 7,23
2026-02-02 13F Essex Savings Bank 2.545 0,00 229 6,51
2026-01-09 13F Charles Schwab Trust Co 3.815 0,00 343 6,19
2026-02-17 13F Silvercrest Asset Management Group Llc 4.754 428
2025-10-30 13F BIP Wealth, LLC 0 -100,00 0 -100,00
2026-02-05 13F BG Investment Services, Inc. 19.140 14,58 1.723 21,78
2026-02-13 13F Alchemi Wealth, LLC 2.640 238
2026-01-30 13F Caldwell Trust Co 109 0,00 10 0,00
2026-01-09 13F Silverlake Wealth Management Llc 21.289 3,54 1.916 9,99
2026-02-02 13F Breakwater Investment Management 35.513 2,33 3.196 8,78
2026-01-30 13F Bogart Wealth, LLC 2.327 27,65 209 35,71
2026-02-17 13F Advisor Group Holdings, Inc. 394.303 15,29 35.503 22,96
2026-01-28 13F CAPROCK Group, Inc. 24.173 -3,16 2.176 3,62
2026-01-12 13F Evanson Asset Management, LLC 31.741 0,13 2.857 6,41
2026-02-13 13F OpenArc Corporate Advisory, LLC 3.055 275
2026-02-18 13F EP Wealth Advisors, Inc. 42.388 -12,19 3.815 -1,35
2026-02-11 13F XML Financial, LLC 8.634 -1,84 777 4,44
2026-01-29 13F TBH Global Asset Management, LLC 89.858 316,97 11.919 553,40
2026-02-06 13F Principle Wealth Partners Llc 16.645 -5,67 1.498 0,27
2026-01-28 13F Proathlete Wealth Management Llc 7.048 0,00 634 6,38
2026-01-28 13F Rockingstone Advisors LLC 19.860 3,90 1.787 10,44
2026-01-29 13F Concord Wealth Partners 2.500 0,00 225 6,64
2026-02-13 13F Archetype Wealth Partners 166.484 -0,70 15 0,00
2026-01-30 13F Safe Harbor Family Capital, LLC 39.889 3.590
2026-03-06 13F Brighton Securities Corp. 17.377 -47,84 1.564 -30,87
2026-01-16 13F Tempus Wealth Planning, LLC 18.610 0,79 1.675 7,10
2026-01-16 13F Perigon Wealth Management, LLC 3.195 -1,18 288 5,13
2026-01-22 13F Legacy Trust 3.500 0,00 315 6,42
2026-02-12 13F Richard W. Paul & Associates, LLC 37.673 535,72 3.391 576,65
2026-01-22 13F Triad Wealth Partners, LLC 4.816 32,75 433 41,04
2026-02-13 13F Gts Securities Llc 0 -100,00 0
2026-01-14 13F Mechanics Bank Trust Department 55.904 6,39 5.031 13,08
2026-01-15 13F Nikulski Financial, Inc. 6.713 67,57 604 78,17
2026-02-05 13F Mainsail Asset Management, Llc 3.433 0,94 309 6,94
2026-01-21 13F Flagship Harbor Advisors, Llc 17.112 3,20 1.540 9,69
2026-02-03 13F Drucker Wealth 3.0, LLC 115.324 -6,79 10.379 -0,94
2026-02-27 13F Arwa Llc 9.061 815
2026-02-17 13F Gladstone Institutional Advisory LLC 2.295 207
2026-02-06 13F Evoke Wealth, Llc 6.780 4,39 610 11,11
2026-02-13 13F Johnson Investment Counsel Inc 0 -100,00 0
2026-02-24 13F DiPaolo Financial Group, Inc. 2.329 210
2026-01-22 13F Richardson Financial Services Inc. 1.932 0,00 28 -82,82
2026-02-11 13F Ackerman Capital Advisors, LLC 261.073 0,25 23.497 6,55
2026-02-12 13F Scotia Capital Inc. 23.247 2,75 2.092 9,24
2026-01-15 13F Rebalance, Llc 95.950 -9,67 8.635 -3,99
2026-02-13 13F Creekside Partners 13.486 -0,17 1.214 6,12
2026-02-02 13F Truist Financial Corp 235.523 0,05 21.197 6,34
2026-01-27 13F BankPlus Trust Department 1.340 27,50 121 36,36
2026-01-21 13F Stone House Investment Management, LLC 1.605 0,12 144 6,67
2026-02-06 13F Creative Financial Designs Inc /adv 2.393 -1,48 215 4,88
2026-01-12 13F Thompson Davis & Co., Inc. 2.650 238
2026-01-26 13F Cornerstone Wealth Group, LLC 2.750 -0,33 248 6,01
2026-02-04 13F Investors Asset Management Of Georgia Inc /ga/ /adv 3.600 28,57 324 36,71
2026-02-13 13F Glen Eagle Advisors, LLC 7.979 112,72 718 126,50
2026-02-13 13F SRS Capital Advisors, Inc. 1.300 117
2026-01-22 13F Apollon Financial, LLC 6.888 3,01 620 9,36
2026-01-07 13F Aventura Private Wealth, LLC 76 7
2026-02-17 13F Citadel Advisors Llc Put 0 -100,00 0
2026-04-06 13F GAMMA Investing LLC 2.069 -1,15 195 3,19
2026-02-13 13F Pathstone Holdings, LLC 207.417 -0,08 18.668 6,20
2026-01-28 13F Quaker Wealth Management, LLC 99.167 2,03 8.925 8,44
2026-02-12 13F Cowa, Llc 46.552 1,79 4.190 8,19
2026-01-23 13F Farther Finance Advisors, LLC 41.632 22,22 3.747 29,89
2026-02-17 13F Cahill Financial Advisors Inc 4.551 -15,68 410 -10,50
2026-01-22 13F Red Tortoise LLC 5.959 1,03 536 7,41
2026-04-07 13F Heartwood Wealth Advisors LLC 68.297 7,33 6.436 12,38
2026-01-20 13F Moseley Investment Management Inc 17.636 3,81 1.587 10,36
2026-01-26 13F Childress Capital Advisors, Llc 23.400 0,00 2.106 6,31
2026-02-10 13F Zhang Financial LLC 50.107 0,08 4.510 6,37
2026-02-10 13F Linscomb & Williams, Inc. 77.429 -0,80 6.969 5,43
2026-02-17 13F Consultiva Wealth Management, Corp. 787 0,00 71 6,06
2026-02-02 13F Pinnacle Wealth Management Advisory Group, LLC 7.823 -0,08 704 6,34
2026-01-30 13F Strategic Blueprint, LLC 46.148 15,50 4.153 22,76
2026-01-08 13F Ulland Investment Advisors, LLC 220 0,00 0
2026-01-15 13F Infinity Wealth Counsel, LLC 9.104 0,00 819 6,36
2026-01-12 13F DAVENPORT & Co LLC 13.355 24,02 1.202 31,83
2026-02-13 13F Mosaic Financial Group, Llc 19.930 0,67 2 0,00
2026-01-14 13F Guardian Financial Partners, LLC 100.278 -10,25 9.025 -4,61
2026-01-26 13F Main Street Group, LTD 0 -100,00 0
2026-01-30 13F North Star Investment Management Corp. 3.671 0,44 330 6,80
2026-01-21 13F Capital Investment Advisory Services, LLC 3.423 21,95 308 29,96
2026-01-08 13F American National Bank of Texas 12.516 10,70 1.126 17,66
2026-02-13 13F Sweeney & Michel, Llc 98.453 -2,28 9.853 17,94
2026-02-09 13F Integrity Alliance, Llc. 7.463 672
2026-01-26 13F Private Trust Co Na 17.889 46,16 1.610 55,41
2026-02-04 13F Money Concepts Capital Corp 2.308 208
2026-02-11 13F Jpmorgan Chase & Co 451.955 3,42 40.676 9,91
2026-02-11 13F Cedar Mountain Advisors, LLC 138.847 0,92 12.496 7,27
2026-02-06 13F Signature Estate & Investment Advisors Llc 250.248 -0,97 22.522 5,25
2026-02-06 13F AAFCPAs Wealth Management, LLC 240.698 5,79 21.663 12,43
2026-01-12 13F Fiduciary Financial Group, Llc 5.351 10,44 482 17,32
2026-02-13 13F Aptus Capital Advisors, LLC 2.591 103,38 233 117,76
2026-02-19 13F Atomi Financial Group, Inc. 13.096 13,30 1.179 20,45
2026-01-28 13F EPG Wealth Management LLC 316 1,28 28 7,69
2026-02-06 13F Fortis Group Advisors, LLC 19.414 1.847
2026-02-12 13F Commonwealth Equity Services, Llc 513.991 13,36 46.259 121.634,21
2026-02-03 13F We Are One Seven, LLC 112.848 -4,00 10.156 2,03
2025-10-09 13F Divergent Planning, LLC 0 -100,00 0 -100,00
2026-01-09 13F FOCUS Wealth Advisors, LLC 4.009 0,00 361 6,19
2026-01-14 13F Kraft, Davis & Associates, LLC 131.210 5,53 12.039 13,63
2025-10-08 13F Country Club Bank /gfn 49.013 1,66 4.135 7,43
2026-02-17 13F Modern Wealth Management, LLC 8.159 1,02 734 7,47
2026-02-18 13F First Citizens Bank & Trust Co 77.772 -3,35 6.999 2,73
2026-01-21 13F Nestegg Advisors, Inc. 3.080 1,05 277 7,36
2026-02-09 13F Cary Street Partner Investment Advisory Llc 13.692 1.232
2026-02-17 13F Royal Bank Of Canada 1.546.144 9,42 139.154 16,29
2026-02-17 13F Pacific Financial Group Inc 6.945 21,37 625 29,13
2026-02-17 13F Aqr Capital Management Llc 19.932 41,47 1.794 50,29
2026-01-13 13F Parsons Capital Management Inc/ri 5.137 5,61 462 12,41
2026-01-28 13F Old National Bancorp /in/ 44.950 -7,02 4.046 -1,17
2026-02-12 13F Brinker Capital Investments, LLC 34.319 11,09 3.089 18,04
2026-01-21 13F Integris Wealth Management, LLC 5.393 -0,24 485 6,13
2026-02-13 13F Mml Investors Services, Llc 265.442 42,34 23.890 51,28
2026-01-23 13F Patten Group, Inc. 5.001 18,51 450 26,05
2026-02-04 13F Atlantic Union Bankshares Corp 675 0,00 61 5,26
2026-01-26 13F Heritage Wealth Management, Inc. 5.600 504
2026-02-11 13F State Farm Mutual Automobile Insurance Co 207.470 25,91 18.672 33,83
2026-01-20 13F Ascent Group, LLC 16.834 0,80 1.515 7,14
2026-02-04 13F BCJ Capital Management, LLC 2.249 202
2026-02-13 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0 -100,00 0 -100,00
2026-02-17 13F Ancora Advisors, LLC 7.325 0,58 659 6,98
2026-01-20 13F Wealth Management Associates, Inc. 3.555 3,34 320 9,62
2026-01-29 13F Concurrent Investment Advisors, LLC 10.377 7,75 934 14,48
2026-02-06 13F Global Retirement Partners, LLC 42.815 138,88 3.853 153,99
2026-02-17 13F Roehl & Yi Investment Advisors, LLC 13.661 1.229
2026-04-03 13F Investors Research Corp 46.333 10,21 4.366 15,41
2026-01-14 13F Baron Wealth Management LLC 3.659 1,05 329 7,52
2026-02-05 13F First Citizens Asset Management, Inc. 15.193 14,48 1.367 21,73
2026-01-28 13F Kingswood Wealth Advisors, Llc 9.437 56,04 849 65,82
2026-02-12 13F Jane Street Group, Llc 1.100.000 175,00 99.000 192,28
2026-01-08 13F Signet Financial Management, Llc 2.335 -11,52 210 -5,83
2026-01-06 13F OMC Financial Services LTD 23.040 3,06 2.074 9,51
2026-01-29 13F Sanctuary Advisors, LLC 121.598 -1,73 10.944 4,44
2026-02-12 13F SWAN Capital LLC 287.539 -0,77 25.878 5,46
2026-01-23 13F Family Investment Center, Inc. 141.353 -2,60 12.722 3,52
2026-01-30 13F American Capital Advisory, LLC 350 0,00 32 6,90
2026-02-13 13F Commerce Bank 0 -100,00 0
2026-01-16 13F CRA Financial Services, LLC 78.804 56,84 7.092 66,71
2026-01-05 13F First Hawaiian Bank 318.258 -10,30 28.643 -4,66
2026-02-06 13F Cascade Financial Partners, LLC 6.628 0,00 597 6,24
2026-02-09 13F Thrive Capital Management, LLC 10.324 -6,00 929 -0,11
2026-01-27 13F Summit Financial Wealth Advisors, LLC 597.971 25,55 53.817 32,89
2025-11-13 13F Glenmede Investment Management, LP 15.345 -41,75 1.299 -38,44
2026-02-17 13F RMB Capital Management, LLC 3.085 278
2026-02-09 13F Clune & Associates, Ltd. 9.610 17,68 865 25,04
2026-02-17 13F Private Advisor Group, LLC 133.053 3,13 11.975 9,61
2026-01-26 13F LS Investment Advisors, LLC 396.610 4,55 35.695 11,12
2026-02-05 13F Stephens Inc /ar/ 123.593 -6,40 11.123 -0,52
2026-01-26 13F Decker Retirement Planning Inc. 31.370 4,61 2.823 11,19
2026-02-09 13F Atticus Wealth Management, Llc 4.333 6,10 390 12,75
2026-02-13 13F Focused Alpha, Llc 2.241 202
2026-01-23 13F Assetmark, Inc 405.278 50,15 36.475 59,59
2026-02-13 13F MAI Capital Management 66.087 1.151,17 5.948 1.230,43
2026-02-11 13F Commonwealth Retirement Investments LLC 2.575 232
2026-02-11 13F Vise Technologies, Inc. 7.608 177,26 685 194,83
2026-02-17 13F United Capital Financial Advisers, Llc 16.924 28,55 1.523 36,71
2026-01-30 13F Axis Wealth Partners, LLC 69.940 -0,96 6.295 5,27
2026-02-10 13F B&l Asset Management Llc 5.278 0,00 475 6,50
2026-02-03 13F Lumbard & Kellner, LLC 79.084 -1,33 7.118 4,88
2026-01-14 13F Ami Investment Management Inc 2.414 217
2026-01-26 13F BCS Wealth Management 161.300 106,08 14.517 119,03
2026-01-09 13F Zrc Wealth Management, Llc 637 -2,90 57 3,64
2026-01-07 13F Sovereign Financial Group, Inc. 7.275 8,24 655 14,94
2026-02-13 13F Umb Bank N A/mo 806 0,00 73 5,88
2026-01-07 13F Winebrenner Capital Management Llc 8.609 775
2026-01-26 13F Merit Financial Group, LLC 96.608 -0,50 8.695 5,74
2025-11-14 13F Tudor Investment Corp Et Al 0 -100,00 0
2026-01-26 13F AE Wealth Management LLC 9.609 20,66 865 28,19
2025-10-15 13F MJT & Associates Financial Advisory Group, Inc. 0 -100,00 0
2026-02-17 13F one8zero8, LLC 21.660 0,02 1.949 6,33
2026-02-09 13F Barry Investment Advisors, LLC 408.201 -0,96 36.738 5,27
2026-02-17 13F Tower Research Capital LLC (TRC) 3 -78,57 0 -100,00
2026-01-20 13F Signaturefd, Llc 1.112 0,00 100 6,38
2026-01-28 13F HB Wealth Management, LLC 4.716 43,17 424 51,97
2026-01-15 13F Brady Martz Wealth Solutions, LLC 2.914 0,00 262 6,50
2026-02-17 13F Citadel Advisors Llc 123.024 461,16 11.072 496,55
2026-02-10 13F Winthrop Capital Management, LLC 510 0,79 0
2026-02-17 13F Citadel Advisors Llc Call 6.000 -1,64 540 4,65
2026-01-30 13F Turning Point Benefit Group, Inc. 56.839 21,32 5.116 28,42
2026-02-13 13F Manufacturers Life Insurance Company, The 0 -100,00 0
2026-01-22 13F Glass Jacobson Investment Advisors llc 19.616 -2,60 1.765 3,52
2026-01-07 13F Massmutual Trust Co Fsb/adv 0 -100,00 0
2026-04-06 13F Rosenberg Matthew Hamilton 22.037 -1,56 2.077 3,08
2026-01-26 13F Moran Wealth Management, LLC 93.029 13,38 8.373 20,51
2025-10-30 13F Oak Hill Wealth Advisors, Llc 97.059 1,38 8.219 6,76
2026-01-30 13F Joel Isaacson & Co., LLC 132.287 77,88 11.906 89,06
2026-01-09 13F Friday Financial 6.064 0,78 546 7,07
2026-01-12 13F Roble, Belko & Company, Inc 36.612 3,42 3 50,00
2026-02-13 13F Level Four Advisory Services, Llc 3.085 10,02 278 16,88
2026-02-17 13F Warren Averett Asset Management, LLC 141.316 6,25 12.718 12,93
2026-01-07 13F Capital Advantage, Inc. 410.003 4,00 36.900 10,54
2026-02-12 13F Principal Securities, Inc. 111.992 2,87 10.079 9,34
2026-02-13 13F American Investment Services, Inc. 224.655 1,81 20.219 8,20
2025-11-12 13F Creekmur Asset Management LLC 817 -11,77 69 -6,76
2026-01-30 13F Interchange Capital Partners, LLC 30.746 -2,29 2.767 3,87
2026-02-05 13F Mesirow Financial Investment Management, Inc. 7.516 0,27 676 6,62
2026-01-13 13F Signal Advisors Wealth, LLC 8.122 109,98 731 123,24
2026-02-06 13F McKinley Carter Wealth Services, Inc. 76.656 -0,39 6.899 5,88
2026-01-20 13F Rainier Family Wealth Inc 3.400 306
2026-01-30 13F Simplicity Wealth,LLC 8.502 -6,31 765 -0,39
2026-02-17 13F Align Financial, LLC 1.029.196 1.029
2025-11-14 13F Financial Network Wealth Management LLC 0 -100,00 0
2026-02-10 13F Peapack Gladstone Financial Corp 2.500 0
2026-02-11 13F Meeder Advisory Services, Inc. 166.627 14.996
2026-01-06 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 3.658 -0,44 329 5,79
2026-02-13 13F Ieq Capital, Llc 20.054 0,00 1.805 6,24
2026-01-30 13F Laurel Wealth Advisors LLC 1.625 146
2026-01-22 13F Ifrah Financial Services, Inc. 10.639 1,79 958 8,14
2026-02-13 13F/A New England Private Wealth Advisors LLC 191.181 13,41 17.206 20,53
2026-02-12 13F Bank Of Montreal /can/ 86.715 7,56 7.804 14,31
2026-02-05 13F Duncan Williams Asset Management, LLC 39.591 11,93 3.859 28,81
2026-01-29 13F Marathon Capital Management 104.027 2,41 9.362 8,85
2026-01-23 13F Freestone Capital Holdings, LLC 2.491 224
2026-02-17 13F MGB Wealth Management, LLC 250 22
2026-03-05 13F Gunpowder Capital Management, LLC dba Oliver Wealth Management 155 14
2026-02-03 13F Emerald Investment Partners, Llc 503 45
2026-01-21 13F TPG Advisors LLC 23.722 27,07 2.135 35,06
2026-02-20 13F Talisman Wealth Advisors LLC 23.206 -21,59 2.090 -16,64
2025-11-13 13F Change Path, LLC 0 -100,00 0
2026-01-26 13F Spectrum Asset Management, Inc. (NB/CA) 63.263 14,98 5.694 22,19
2026-02-09 13F Collaborative Wealth Managment Inc. 5.792 -7,74 521 -1,88
2026-02-02 13F Pegasus Asset Management, Inc. 5.589 0,00 503 6,34
2026-01-23 13F Ariston Services Group 90.173 0,42 8.116 6,72
2026-01-29 13F Courier Capital Llc 121.951 23,36 10.976 31,11
2026-01-13 13F Capital Investment Advisors, LLC 197.938 -4,84 17.814 1,14
2026-01-26 13F Luminvest Wealth Management LLC 5.832 30,38 525 38,62
2026-04-01 13F Financial Insights, Inc. 6.908 8,65 622 15,43
2026-02-09 13F Morris Financial Concepts, Inc. 11.872 4,56 1.069 11,13
2026-02-06 13F Motco 29.147 0,24 2.623 6,54
2026-02-13 13F Van Eck Associates Corp 178 0,00 0
2026-02-05 13F WHI TRUST Co LLC 199 18
2026-02-13 13F Brown Advisory Inc 11.536 55,89 1.038 65,81
2026-02-17 13F Northern Trust Corp 6.818 59,34 614 69,34
2025-11-14 13F Mpwm Advisory Solutions, Llc 0 -100,00 0
2026-01-16 13F Balboa Wealth Partners 5.089 0,06 458 6,51
2026-03-02 13F Bank Of Hawaii 282.995 -1,90 25.470 4,26
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-02-05 13F Staley Capital Advisers Inc 3.200 0,00 288 6,67
2026-02-17 13F TCG Advisory Services, LLC 94.012 -7,07 8.461 -1,23
2026-01-29 13F Nbc Securities, Inc. 3.373 -1,98 304 4,12
2026-02-13 13F Wealth Dimensions Group, Ltd. 7.247 -3,28 652 2,84
2026-02-13 13F Wexford Capital Lp 16.456 0,00 1.481 6,32
2026-02-04 13F Topsail Wealth Management, LLC 1.255 0,00 113 5,66
2026-02-18 13F Caitlin John, LLC 1.000 90
2026-01-16 13F Marino, Stram & Associates Llc 47.351 5,34 4.262 11,95
2026-01-23 13F S. R. Schill & Associates 64.419 -0,93 5.798 5,29
2026-02-06 13F Advisory Alpha, LLC 0 -100,00 0
2026-01-27 13F BigSur Wealth Management LLC 18.171 0,39 1.635 6,72
2026-02-10 13F Pasadena Private Wealth, LLC 6.889 6,38 620 12,96
2026-04-03 13F Adirondack Trust Co 1.447 80,88 136 88,89
2026-01-26 13F Old Point Trust & Financial Services N A 0 -100,00 0
2026-01-30 13F Us Bancorp \de\ 26.060 0,56 2.345 6,88
2026-01-08 13F GSG Advisors LLC 12.646 0,37 1.138 6,26
2026-02-09 13F Hartland & Co., LLC 5.591 0,59 503 7,02
2026-02-11 13F MCF Advisors LLC 7.494 3.684,85 675 4.112,50
2026-02-13 13F Golden State Wealth Management, LLC 226 0,44 20 5,26
2026-02-17 13F Cambria Investment Management, L.P. 2.240 202
2026-02-11 13F Strategic Wealth Designers 130.270 -25,16 11.724 -20,46
2026-02-13 13F Barclays Plc 0 -100,00 0
2026-04-02 13F Collective Family Office Llc 11.857 -9,85 1.117 -5,58
2026-02-17 13F Quantinno Capital Management LP 26.439 28,85 2.380 36,96
2026-02-10 13F COFG Advisors, LLC 4.483 403
2026-01-21 13F Signature Resources Capital Management, LLC 0 -100,00 0
2026-01-27 13F Novem Group 14.682 5,98 1.321 12,62
2026-04-07 13F CoreCap Advisors, LLC 12.748 100,53 1.201 109,97
2026-01-29 13F Simon Quick Advisors, Llc 12.310 0,00 1.108 6,24
2026-01-28 13F WPG Advisers, LLC 814 -8,02 73 -1,35
2026-02-02 13F Bay Harbor Wealth Management, LLC 623 0,00 56 7,69
2026-01-27 13F Clark Asset Management, LLC 2.276 205
2026-02-03 13F NewEdge Wealth, LLC 3.551 -19,02 320 -14,71
2026-02-06 13F Copia Wealth Management 4.603 414
2026-02-10 13F Shepherd Street Advisors LLC 2.537 228
2026-02-17 13F Advisory Services Network, LLC 36.029 11,33 3.243 18,32
2026-02-12 13F Summit Financial, LLC 21.982 22,76 1.978 30,47
2026-01-23 13F Aldebaran Financial Inc. 4.600 0,00 416 6,68
2026-02-02 13F Equitable Trust Co 131.964 -0,54 11.877 5,71
2026-02-09 13F Regimen Wealth, Llc 147.358 -0,37 13.262 5,94
2026-02-17 13F Cardiff Park Advisors, Llc 10.186 0,43 917 6,76
2026-01-15 13F Lewis Asset Management, LLC 3.325 0,00 299 6,41
2026-02-02 13F Mission Hills Financial Advisory, LLC 51.327 2,70 4.619 9,14
2026-01-21 13F Kfg Wealth Management, Llc 25.177 21,51 2.266 29,13
2026-01-30 13F First Citizens Investor Services, Inc. 12.810 18,48 1.153 25,90
2026-01-23 13F/A HF Advisory Group, LLC 6.597 -17,62 594 -12,54
2026-02-11 13F Cornerstone Advisors Asset Management, Inc 0 -100,00 0
2026-01-07 13F Orgel Wealth Management, LLC 2.502.221 -1,08 225.200 5,13
2026-01-23 13F Monarch Capital Management Inc/ 5.044 16,11 454 23,43
2026-02-18 13F Beacon Pointe Advisors, LLC 58.115 5,16 5.230 11,78
2026-02-13 13F Dai-Ichi Life Insurance Company, Ltd 30.455 -20,08 2.741 -15,07
2026-01-29 13F Facet Wealth, Inc. 2.170 207
2026-01-22 13F Castle Wealth Management Llc 3.921 0,00 353 6,02
2026-02-19 13F CI Private Wealth, LLC 218.285 404,80 19.715 438,49
2026-01-12 13F Daymark Wealth Partners, Llc 9.023 0,00 812 6,28
2026-01-23 13F Bellevue Asset Management, Llc 122 1,67 11 10,00
2026-01-28 13F Cornerstone Advisory, LLC 37.664 2,50 3.390 8,94
2026-02-12 13F StoneX Group Inc. 5.900 11,28 532 18,75
2026-01-20 13F Savvy Advisors, Inc. 6.179 0,85 556 7,34
2026-02-12 13F JT Stratford LLC 2.511 3,89 226 10,29
2025-11-14 13F Susquehanna International Group, Llp 0 -100,00 0
2026-01-29 13F Dunhill Financial, LLC 1.173 106
2026-02-10 13F Goldman Sachs Group Inc 30.485 2,20 2.744 8,63
2026-02-04 13F Independent Advisor Alliance 12.762 5,65 1.149 12,33
2026-02-17 13F Harvest Investment Services, LLC 13.597 -0,93 1.224 5,25
2026-02-17 13F Qube Research & Technologies Ltd 63.254 2.195,97 5.693 2.342,92
2026-02-04 13F Tsfg, Llc 587 1,03 0
2026-01-07 13F Precedent Wealth Partners, Llc 74.764 17,59 6.729 24,96
2026-01-09 13F Cambridge Financial Group, LLC 53.056 4,70 4.253 -0,89
2025-11-12 13F CIBC Bancorp USA Inc. 9.981 845
2026-03-16 13F John A. Wolfe & Associates, Inc. 5.580 5.011
2026-01-28 13F Aspen Wealth Strategies, LLC 6.923 -3,27 623 2,81
2026-02-04 13F Clark Wealth Partners 0 -100,00 0
2026-02-13 13F Morgan Stanley 5.616.721 3,03 505.505 9,50
2026-02-13 13F Tudor Financial Inc. 10.753 6,56 968 13,23
2026-01-22 13F FSC Wealth Advisors, LLC 0 -100,00 0
2026-01-27 13F Belpointe Asset Management LLC 9.276 -2,77 835 3,35
2026-02-03 13F Sequoia Financial Advisors, LLC 38.680 18,53 3.481 25,99
2026-02-17 13F Wiley Bros.-aintree Capital, Llc 72.234 40,35 6.501 49,28
2026-01-12 13F Burns J W & Co Inc/ny 306.217 6,98 27.560 13,71
2026-01-26 13F Cottage Street Advisors LLC 7.791 -0,57 701 5,73
2026-02-17 13F Raymond James Financial Inc 1.376.242 42,42 123.862 51,37
2026-02-02 13F Robertson Stephens Wealth Management, LLC 11.513 42,54 1.036 51,68
2026-02-13 13F Excelsior Advisor Network LLC 9.003 810
2026-01-30 13F DMKC Advisory Services, LLC 6.397 0,00 576 6,28
2026-04-06 13F CX Institutional 627 26,16 0
2026-02-09 13F Smithfield Trust Co 461 0,00 0
2025-10-10 13F Kathleen S. Wright Associates Inc. 10.939 -0,14 926 5,59
2026-02-17 13F Note Advisors, LLC 51.460 11,56 4.772 22,20
2026-01-21 13F/A Main Line Retirement Advisors, LLC 246.045 -2,75 22.144 3,36
2026-02-11 13F J.w. Cole Advisors, Inc. 36.991 -2,04 3.262 2,03
2026-01-27 13F Richards, Merrill & Peterson, Inc. 1.094 0,00 98 6,52
2026-01-28 13F Morton Brown Family Wealth, LLC 268 0,00 24 9,09
2026-02-13 13F Kestra Advisory Services, LLC 0 -100,00 0
2026-02-24 13F Bell Investment Advisors, Inc 4.172 0,99 376 7,45
2026-02-13 13F Mariner, LLC 888.953 8,51 80.006 15,33
2026-01-16 13F Kwmg, Llc 211.341 0,32 19.021 6,62
2026-01-14 13F Spire Wealth Management 14.398 410,21 1.296 444,12
2026-02-12 13F Steward Partners Investment Advisory, Llc 13.055 7,94 1.175 14,65
2026-01-22 13F Northcape Wealth Management, Llc 6.017 0,00 542 6,29
2026-02-14 13F POM Investment Strategies, LLC 42 0,00 4 0,00
2026-02-13 13F Navis Wealth Advisors, LLC 39.474 3.553
2026-02-17 13F Evolve Private Wealth, Llc 32.792 2.951
2026-02-18 13F NFP Retirement, Inc. 11.764 17,32 1.059 24,62
2026-01-15 13F Brookstone Capital Management 7.798 23,48 702 31,27
2026-02-17 13F Main Street Financial Solutions, LLC 5.380 12,98 484 20,10
2026-02-03 13F International Assets Investment Management, Llc 5.158 -17,11 464 -7,20
2026-02-17 13F Gotham Asset Management, LLC 66.893 0,00 6.020 6,29
2026-02-12 13F BRYN MAWR TRUST Co 708 71,01 64 80,00
2026-01-29 13F St Germain D J Co Inc 455 27,09 41 33,33
2026-02-11 13F Capital Analysts, Inc. 5.351 81,82 0
2026-01-30 13F Prentice Wealth Management LLC 169.112 7,15 15.220 13,89
2026-02-12 13F Investment Counsel Co Of Nevada 5.876 9,28 529 16,04
2026-01-28 13F Libra Wealth Llc 2.525 0,00 227 6,57
2026-02-04 13F Ameritas Advisory Services, LLC 5.058 -7,73 455 -1,94
2026-01-29 13F West Bancorporation Inc 106.549 14,91 9.589 22,12
2026-02-02 13F Farmers & Merchants Trust Co of Chambersburg PA 50 0
2026-04-01 13F Burkett Financial Services, Llc 151 14
2026-02-06 13F Envestnet Portfolio Solutions, Inc. 135.236 35,78 12.171 44,33
2026-02-12 13F Laurel Oak Wealth Management, Llc 8.980 808
2026-01-09 13F Montecito Bank & Trust 41.401 -0,36 3.726 5,91
2026-01-15 13F Saxony Capital Management, LLC 20.741 18,32 1.867 25,74
2026-01-21 13F Yousif Capital Management, Llc 19.997 0,00 1.837 8,45
2026-02-12 13F IFC & Insurance Marketing, Inc. 111 0
2026-02-14 13F Howe & Rusling Inc 36.060 0,89 3.245 7,24
2026-02-12 13F Hm Payson & Co 0 -100,00 0
2026-02-06 13F IFP Advisors, Inc 19.113 -6,72 1.720 -0,86
2026-01-26 13F Harbor Asset Planning, Inc. 12.895 2,24 1.161 8,72
2026-02-02 13F Wells Financial Advisors INC 60 5
2026-01-23 13F High Net Worth Advisory Group LLC 54.248 1,48 4.882 7,87
2026-02-06 13F HighTower Advisors, LLC 784.321 5,41 70.589 12,03
2026-01-15 13F Strategic Point Investment Advisors, LLC 251.976 1,77 22.678 8,17
2026-01-30 13F Archer Investment Corp 676 0,00 61 5,26
2026-01-21 13F McNamara Financial Services, Inc. 13.466 -1,58 1.212 4,58
2026-02-13 13F STAR Financial Bank 9.718 15,44 875 22,75
2026-02-05 13F Td Private Client Wealth Llc 25.389 37,89 2.285 46,57
2026-01-21 13F Newbridge Financial Services Group, Inc. 306 0,99 28 8,00
2026-02-11 13F Vermillion Wealth Management, Inc. 568 12,70 51 21,43
2025-11-14 13F Old Mission Capital Llc 0 -100,00 0
2026-01-30 13F Fagan Associates, Inc. 11.684 -0,65 1.052 5,63
2026-02-10 13F New Republic Capital, LLC 13.562 0,00 1.221 6,27
2026-01-20 13F Sanibel Captiva Trust Company, Inc. 3.000 0,00 270 6,30
2026-01-23 13F Meridian Financial, LLC 9.746 1,23 877 7,61
2026-01-13 13F Stephens Consulting, LLC 1.703 -4,86 153 1,32
2026-02-09 13F Green Square Capital Advisors Llc 4.679 421
2025-10-27 13F Kiker Wealth Management, LLC 0 -100,00 0 -100,00
2026-02-12 13F Colonial Trust Advisors 1.412 127
2026-02-10 13F 3Chopt Investment Partners, LLC 4.114 -1,48 370 4,82
2026-01-29 13F UBS Group AG 1.369.343 2,54 123.241 8,98
2026-01-15 13F apricus wealth, LLC 2.700 3,85 243 10,45
2026-02-02 13F Oppenheimer & Co Inc 65.481 3,91 5.893 10,44
2026-02-03 13F Milestone Asset Management Group, LLC 23.928 24,26 2.153 32,09
2026-02-12 13F Vickerman Investment Advisors, Inc. 7.860 707
2026-02-13 13F TFB Advisors LLC 9.896 0,73 891 7,75
2026-02-17 13F Integrated Advisors Network LLC 149.486 6,84 13.454 13,56
2026-02-24 13F Barnes Wealth Management Group, Inc 11.717 -3,46 1.054 2,63
2025-11-10 13F Siligmueller & Norvid Wealth Advisors LLC 0 -100,00 0
2026-02-13 13F Element Wealth, LLC 34.051 3,49 3.065 9,98
2026-02-12 13F CIBC Private Wealth Group, LLC 10.343 3,78 931 10,32
2026-02-17 13F Quadrature Capital Ltd 6.988 629
2026-02-13 13F TRUE Private Wealth Advisors 5.312 55,46 478 65,40
2026-02-17 13F Mercer Global Advisors Inc /adv 609.616 109,48 61.668 150,25
2026-02-17 13F/A Sentinus, LLC 30.889 2.780
2026-01-27 13F Breachway Investments LLC 2.458 221
2025-11-13 13F Total Investment Management Inc 0 -100,00 0
2026-01-23 13F Charter Oak Capital Management, LLC 11.186 10,12 1.007 16,98
2026-01-16 13F Aspire Capital Advisors LLC 28.491 4,85 2.564 11,48
2026-02-09 13F Kuhn & Co Investment Counsel 21.410 3,30 1.927 9,74
2026-01-12 13F CVA Family Office, LLC 10.648 0,00 958 6,33
2026-01-22 13F Venturi Wealth Management, LLC 28.323 2.549
2026-01-22 13F Pinnacle Bancorp, Inc. 80 0,00 7 16,67
2026-02-11 13F Dorsey & Whitney Trust CO LLC 3.081 0,00 277 6,54
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-01-27 13F Fortis Capital Advisors, LLC 3.814 -1,45 343 4,89
2026-01-23 13F DHJJ Financial Advisors, Ltd. 26 0,00 2 0,00
2026-01-26 13F Cwm, Llc 619.181 -3,50 56 1,85
2026-02-05 13F AlphaCore Capital LLC 4.660 126,21 419 140,80
2026-02-17 13F Lantern Wealth Advisors, LLC 4.756 64,62 428 75,41
2026-02-02 13F Millstone Evans Group, LLC 13.552 272,82 1.220 297,07
2026-02-02 13F MN Wealth Advisors, LLC 12.854 0,77 1.157 7,04
2026-01-16 13F Crewe Advisors LLC 569 0,00 51 6,25
2026-02-09 13F Key FInancial Inc 83 0,00 7 0,00
2026-02-17 13F Captrust Financial Advisors 2.563.633 4,88 230.727 11,47
2026-01-21 13F Mayfair Advisory Group, LLC 67.268 0,86 6.115 8,29
2026-01-20 13F Raab & Moskowitz Asset Management LLC 27.266 445,76 2.454 479,91
2026-02-17 13F Strive Financial Group ,LLC 281 25
2026-02-11 13F Parallel Advisors, LLC 3.491 137,81 314 153,23
2026-02-06 13F Vestmark Advisory Solutions, Inc. 47.894 25,29 4.310 33,15
2026-04-07 13F Retirement Wealth Solutions LLC 1 -99,86 0 -100,00
2026-01-26 13F Clean Yield Group 865 0,00 78 5,48
2026-02-12 13F Mason Investment Advisory Services, Inc. 3.514 0,00 316 6,40
2026-01-22 13F Maseco Llp 24.657 2.219
2026-02-18 13F Garton & Associates Financial Advisors LLC 16.235 1.461
2026-02-10 13F Camden National Bank 10.816 1,14 973 7,51
2026-01-30 13F BancorpSouth Bank 15.108 -0,26 1.360 6,01
2026-02-17 13F Ameriprise Financial Inc 1.779.980 25,52 160.192 33,41
2026-01-28 13F Mountain Capital Investment Advisors, Inc 39.426 -0,55 3.697 9,70
2026-01-30 13F Citizens Financial Group Inc/ri 3.976 358
2026-01-16 13F SWS Partners 3.426 -15,30 308 -9,94
2025-11-05 13F Moloney Securities Asset Management, LLC 4.093 0,00 347 5,81
2026-01-30 13F Arlington Trust Co LLC 304.208 -0,83 27.379 5,41
2026-02-18 13F GWM Advisors LLC 122.516 0,59 11.026 6,91
2026-01-23 13F Creative Capital Management Investments LLC 2.252 0,00 203 6,32
2026-01-16 13F Oregon Pacific Wealth Management, LLC 0 -100,00 0
2026-02-09 13F Texas Capital Bank Wealth Management Services Inc 2.883 259
2026-01-23 13F Brown Miller Wealth Management, LLC 2.781 0,00 250 6,38
2026-01-29 13F M Wealth Management, LLC 3.290 0,00 296 6,47
2026-02-13 13F Quartz Partners, LLC 3.702 2,92 333 9,54
2026-02-02 13F Miracle Mile Advisors, LLC 10.547 57,35 949 67,37
2026-01-06 13F Sage Capital Advisors,llc 8.648 16,74 778 24,08
2026-02-09 13F White Lighthouse Investment Management Inc. 2.442 -2,05 220 3,79
2026-02-05 13F Pinnacle Associates Ltd 12.348 -1,64 1.111 4,52
2026-02-05 13F Mission Wealth Management, Lp 4.153 -7,63 374 -1,84
2026-01-08 13F Wealth Enhancement Advisory Services, Llc 25.819 5,59 2.358 13,81
2026-02-03 13F McIlrath & Eck, LLC 25 2
2026-01-28 13F Geneos Wealth Management Inc. 3.207 4,87 289 11,63
2026-01-29 13F D.a. Davidson & Co. 10.360 -2,70 932 3,44
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-02-12 13F Absolute Capital Management, LLC 12.434 1.119
2026-01-21 13F FRG Family Wealth Advisors LLC 72.890 13,31 6.560 20,43
2026-02-09 13F Prospera Financial Services Inc 39.588 4,58 3.563 11,17
2026-02-02 13F CENTRAL TRUST Co 112 10
2026-02-11 13F Buckingham Strategic Partners 16.093 23,03 1.448 29,98
2026-02-05 13F Panoramic Investment Advisors, Llc 8.475 -5,31 763 0,66
2026-02-12 13F Schiavi & Co LLC 4.668 1,06 420 7,42
2026-02-17 13F NorthRock Partners, LLC 335.693 21,51 30.212 29,15
2026-01-23 13F Investment Advisory Group, LLC 56.323 -0,01 5.069 6,29
2026-02-12 13F Ankerstar Wealth, LLC 12.572 1.131
2026-02-17 13F Cetera Investment Advisers 595.934 5,18 53.634 11,79
2026-02-09 13F Fidelis Capital Partners, LLC 8.967 807
2026-01-22 13F Westbourne Investments, Inc. 5.610 -4,67 505 0,60
2026-02-13 13F Beacon Capital Management, LLC 2.381 214
2026-02-04 13F Prosperitas Financial LLC 3.947 7,02 355 13,78
2026-02-13 13F Financial Freedom, LLC 68 1,49 6 20,00
2026-02-09 13F Atlantic Trust, LLC 8 0,00 1
2026-02-05 13F Armor Investment Advisors, LLC 95 9
2026-02-05 13F Western Wealth Management, LLC 11.005 990
2026-02-18 13F Financial Advisory Service, Inc. 11.229 0,94 1.011 7,33
2026-02-10 13F Moors & Cabot, Inc. 13.254 5,37 1.193 11,92
2026-01-28 13F Confluence Wealth Services, Inc. 1.336.183 5,37 120.256 12,00
2026-01-07 13F Procyon Private Wealth Partners, LLC 159.311 -5,31 14.338 0,64
2026-02-03 13F Manning & Napier Advisors Llc 58.162 -8,73 5.258 -2,58
2026-02-17 13F Van Den Berg Management I, Inc 4.074 -1,45 367 4,57
2026-02-18 13F Mackenzie Financial Corp 250.983 5,68 22.644 12,60
2026-01-20 13F Sara-Bay Financial 19.771 14,99 1.787 22,82
2026-02-06 13F Keudell/Morrison Wealth Management 8.210 17,07 739 31,55
2026-01-23 13F Steigerwald, Gordon & Koch Inc. 492 392,00 44 450,00
2026-02-02 13F Access Investment Management LLC 20.545 0,00 1.740 0,00
2026-02-11 13F Tiaa Trust, National Association 3.898 -12,42 351 -6,91
2026-02-12 13F Wealthspire Advisors, LLC 0 -100,00 0
2026-02-13 13F Beacon Financial Advisory LLC 5.825 0,05 524 6,29
2026-01-27 13F TD Waterhouse Canada Inc. 30.291 11,21 2.726 17,71
2026-02-13 13F 10Elms LLP 24.078 5,34 2.167 11,99
2026-02-03 13F Apeiron RIA LLC 75.780 -6,49 7.253 6,93
2026-02-05 13F Avantax Planning Partners, Inc. 19.605 0,72 1.764 7,04
2026-02-04 13F Advisor OS, LLC 2.275 205
2026-02-17 13F Fmr Llc 34.710 10,69 3.124 17,63
2026-02-17 13F Glenmede Trust Co Na 15.345 -40,80 1.381 -27,70
2026-02-19 13F TMB Capital Partners, LLC 8.286 746
2026-02-17 13F Snowden Capital Advisors LLC 2.835 255
2026-02-10 13F Essex Financial Services, Inc. 42.477 15,09 3.823 22,30
2026-02-12 13F Brown Brothers Harriman & Co 527 0,00 47 6,82
2026-02-11 13F Mascagni Wealth Management, Inc. 10.430 5,81 939 12,47
2026-02-10 13F Savant Capital, LLC 2.759 -29,00 248 -24,62
2026-02-10 13F KERR FINANCIAL PLANNING Corp 2.500 100,00 230 112,04
2026-01-30 13F Kohmann Bosshard Financial Services, LLC 5.446 0,00 490 6,29
2026-02-04 13F Dynamic Wealth Strategies, LLC 124 11
2026-02-09 13F Cary Street Partners Financial Llc 73.016 71,01 6.571 81,77
2026-02-13 13F Integrated Wealth Concepts LLC 17.432 -27,25 1.569 -22,68
2026-02-10 13F Avestar Capital, LLC 3.078 -6,22 277 0,00
2026-02-03 13F Acorn Financial Advisory Services Inc /adv 8.016 -0,48 721 5,72
2026-01-16 13F Formidable Asset Management, LLC 12.145 2,37 1.028 8,21
2026-01-21 13F Wilkins Miller Wealth Management, LLC 7.080 0,81 637 7,24
2026-01-05 13F Garrett Investment Advisors LLC 19.664 5,73 1.770 12,39
2026-01-29 13F Wise Wealth Partners 32.895 9,38 2.961 16,26
2026-02-13 13F Ally Invest Advisors Inc. 38.403 10,25 3.456 17,19
2026-02-13 13F Cozad Asset Management Inc 13.052 202,41 1.175 221,64
2026-02-11 13F Allianz Asset Management GmbH 24.982 7,91 2.248 14,69
2025-11-21 13F Forefront Analytics, LLC 0 -100,00 0 -100,00
2026-02-06 13F Mach-1 Financial Group, Inc. 3.961 39,23 356 48,33
2026-01-23 13F Westside Investment Management, Inc. 341 0,00 31 7,14
2026-02-10 13F Foundations Investment Advisors, LLC 5.575 81,48 502 92,69
2026-02-17 13F Hilltop Holdings Inc. 2.660 -4,08 239 2,14
2026-02-06 13F Pathway Financial Advisers, LLC 0 -100,00 0
2026-01-29 13F UMA Financial Services, Inc. 28 0,00 3 0,00
2026-02-13 13F Visionary Wealth Advisors 6.157 6,73 554 13,52
2026-02-10 13F Cherry Tree Wealth Management, LLC 88.492 1,08 7.964 7,43
2026-02-13 13F Venture Visionary Partners LLC 62.256 -0,98 5.603 5,24
2026-03-04 13F SHP Wealth Management 22 2
2026-02-17 13F Creative Planning 683.526 0,71 61.517 7,04
2026-02-13 13F/A Newport Capital Group, LLC 4.807 0,00 433 6,14
2026-02-17 13F Redwood Investment Management, Llc 2.771 -0,40 0
2026-01-27 13F Legacy Advisors, LLC 31.351 0,00 2.822 6,29
2026-02-17 13F/A Kovack Advisors, Inc. 2.666 240
2025-11-04 13F Pineridge Advisors LLC 49 2,08 4 33,33
2026-02-17 13F Cape Investment Advisory, Inc. 3.171 285
2026-01-29 13F Bravias Capital Group, LLC 15.768 0,02 1.419 6,37
2026-02-13 13F Journey Strategic Wealth Llc 4.931 -15,06 444 -9,78
2026-01-14 13F Wealthcare Advisory Partners LLC 71.516 1,19 6.436 7,55
2026-02-12 13F Colonial Trust Co / SC 1.315 0,00 118 6,31
2026-02-10 13F Tidemark, LLC 953 -63,43 86 -61,36
2026-02-11 13F Harpswell Capital Advisors, LLC 11.000 0,00 990 6,34
2026-01-27 13F Human Investing LLC 163.556 -0,68 14.720 5,57
2026-02-05 13F Cambridge Investment Research Advisors, Inc. 276.432 15,10 25 20,00
2026-02-12 13F Alps Advisors Inc 18.860 0,00 1.697 6,26
2026-02-14 13F American Trust 0 -100,00 0
2026-02-10 13F Meramec Financial Planners, LLC 325 32
2026-02-06 13F Summit Wealth Group, LLC 8.199 0,07 738 6,35
2026-01-21 13F Kentucky Trust Co 1.200 50,94 108 61,19
2026-01-20 13F Stratos Wealth Partners, LTD. 16.391 -4,68 1.475 1,30
2026-02-03 13F Koshinski Asset Management, Inc. 3.083 6,72 277 13,52
2026-02-04 13F Englebert Financial Advisers, LLC 19.408 1.747
2026-02-02 13F Allegheny Financial Group LTD 3.056 1,06 275 7,42
2026-01-29 13F True Link Financial Advisors, LLC 0 -100,00 0
2026-02-12 13F Proficio Capital Partners LLC 12.360 1.112
2026-02-12 13F BlackRock, Inc. 1.222 341,16 110 373,91
2026-02-06 13F GLOBALT Investments LLC / GA 3.859 -2,84 347 3,27
2026-02-11 13F Franklin Resources Inc 1.231 1.061,32 111 1.275,00
2026-02-11 13F O'shaughnessy Asset Management, Llc 7.994 15,96 719 23,33
2026-02-10 13F Yukon Wealth Management, Inc. 2.886 0,00 281 15,16
2026-01-16 13F Mattern Wealth Management LLC 5.000 6,38 450 13,35
2026-01-22 13F Bfsg, Llc 1.700 1,01 153 7,75
2026-02-13 13F Allianz Se 94 0,00 8 14,29
2026-01-13 13F Mather Group, Llc. 0 -100,00 0
2026-01-21 13F StrongBox Wealth, LLC 8.225 37,01 740 45,67
2026-02-06 13F BOK Financial Private Wealth, Inc. 126 -94,49 11 -94,30
2026-02-13 13F Wells Fargo & Company/mn 2.192.049 5,78 197.284 12,42
2026-04-07 13F Park Avenue Securities Llc 25.508 -15,88 2 0,00
2026-02-10 13F Dover Advisors, Llc 5.542 -1,82 499 4,18
2026-02-13 13F Beta Wealth Group, Inc. 80.947 3,20 7.285 9,70
2026-01-14 13F ORG Partners LLC 5.353 5,21 482 11,86
2026-01-27 13F First Horizon Corp 3.970 78,83 357 90,91
2026-03-04 13F AG Campbell Advisory, LLC 435 39
2025-11-12 13F Accredited Wealth Management, LLC 775 -54,57 146 7,35
2025-11-06 13F Gunma Bank,Ltd. 30.000 3
2026-02-11 13F LPL Financial LLC 2.227.661 11,57 200.490 18,58
2026-02-17 13F First Manhattan Co 0 -100,00 0
2026-01-21 13F Elwood & Goetz Wealth Advisory Group, LLC 3.099 20,26 279 27,52
2026-01-14 13F USA Financial Portformulas Corp 42 -99,57 4 -99,64
2026-01-27 13F WestEnd Advisors, LLC 104 0,00 9 12,50
2026-02-18 13F Troutman Wealth Management, LLC 113.863 10.248
2026-02-13 13F First National Bank Of Omaha 47.720 4.314
2026-02-11 13F Comprehensive Financial Planning, Inc./PA 151 0,00 14 8,33
2026-02-13 13F Citigroup Inc 192.495 8,50 17.325 15,32
2026-02-06 13F Larson Financial Group LLC 121 -80,29 11 -80,39
2026-02-12 13F Rossby Financial, LCC 204 0,00 18 5,88
2026-01-21 13F Stock Yards Bank & Trust Co 2.275 205
2026-02-02 13F Level Wealth Management LLC 4.912 -7,89 442 -2,00
2026-01-22 13F Fiduciary Alliance LLC 3.828 345
2026-02-11 13F Ipsen Advisor Group LLC 5.233 -14,65 471 -9,44
2026-02-13 13F LGT Financial Advisors LLC 205 -14,94 18 -10,00
2026-02-12 13F Quadrant Capital Group Llc 5.497 0,00 495 6,24
2026-02-06 13F Kingdom Financial Group LLC. 118 11
2026-01-21 13F Modera Wealth Management, LLC 3.454 -0,58 311 5,44
2025-11-14 13F WNY Asset Management, LLC 68.179 0,17 5.773 5,89
2026-02-10 13F Bank of New York Mellon Corp 4.209 379
2026-02-13 13F Wealth Alliance 2.287 206
2026-01-14 13F WESPAC Advisors, LLC 8.882 -3,68 799 2,44
2026-02-23 13F Beaird Harris Wealth Management, LLC 177 -23,71 16 -21,05
2026-01-23 13F HBW Advisory Services LLC 19.216 1,48 1.729 7,86
2026-01-30 13F First National Bank Sioux Falls 2.500 0,00 225 6,64
2026-01-16 13F Ronald Blue Trust, Inc. 234 -63,55 21 -55,32
2026-02-12 13F Federation des caisses Desjardins du Quebec 212 32,50 19 46,15
2026-02-02 13F Highland Capital Management, Llc 3.775 0,00 340 6,27
2026-02-11 13F Cerity Partners LLC 134.975 285,11 12.148 309,40
2026-02-09 13F Kingsview Wealth Management, LLC 66.011 -45,89 5.941 -42,49
2026-02-12 13F Tocqueville Asset Management L.p. 149.386 0,68 13.445 7,00
2026-01-23 13F Eagle Strategies LLC 112.341 7,19 10.111 13,93
2026-01-26 13F Whittier Trust Co Of Nevada Inc 964 -0,10 88 7,32
2026-02-12 13F Tull Financial Group, Inc. 174.241 1,49 15.682 7,86
2026-01-16 13F Surience Private Wealth Llc 2.590 233
2026-02-11 13F Janney Capital Management LLC 45.272 -0,82 4 33,33
2026-01-09 13F 180 Wealth Advisors, Llc 45.061 -0,18 4.056 6,10
2026-02-13 13F Baird Financial Group, Inc. 271.346 0,64 24.421 6,96
2026-01-23 13F Keener Financial Planning LLC 0 -100,00 0
2026-01-27 13F RTD Financial Advisors, Inc. 144.335 -5,10 12.990 0,86
2026-02-11 13F Empowered Funds, LLC 2.240 202
2026-01-21 13F Unison Advisors LLC 153.197 -0,09 13.788 6,19
2026-01-23 13F Rsm Us Wealth Management Llc 12.233 -0,12 1.106 6,56
2026-02-10 13F Measured Wealth Private Client Group, LLC 108 0,00 10 0,00
2026-02-10 13F SCS Capital Management LLC 30.309 0,00 2.728 6,27
2026-01-06 13F RDA Financial Network 4.803 -1,27 432 5,11
2026-02-05 13F Allworth Financial LP 18.784 -0,89 1.691 5,36
2026-02-25 13F Westshore Wealth, LLC 4.756 0,00 428 6,47
2026-02-11 13F Janney Montgomery Scott LLC 232.860 14,82 21 17,65
2026-01-21 13F SJS Investment Consulting Inc. 31.649 0,00 2.848 6,27
2026-02-13 13F Colony Group, LLC 383.576 2,16 34.522 8,57
2026-02-11 13F Insight Advisors, LLC/ PA 3.768 0,19 339 6,60
2026-02-09 13F Schwarz Dygos Wheeler Investment Advisors Llc 74.239 4,06 6.682 10,59
2026-01-22 13F HHM Wealth Advisors, LLC 1.321 -65,63 119 -63,69
2026-01-29 13F Verdence Capital Advisors LLC 2.963 -38,18 267 -35,44
2026-02-17 13F Hyundai Investments Co., Ltd. 6.299 569
2026-02-17 13F Jones Financial Companies Lllp 1.733.531 19,22 156.018 27,42
2025-11-14 13F Wayfinding Financial, LLC 0 -100,00 0
2026-01-22 13F Financial Consulate, Inc 299 55,73 27 62,50
2026-02-17 13F Ameriflex Group, Inc. 1.140 -50,00 103 -47,15
2026-02-05 13F Pinnacle Financial Group, LLC / IL 154.648 2,00 13.918 8,41
2026-02-09 13F Integrity Advisory Solutions, LLC 2.815 -1,05 253 5,42
2026-01-14 13F Jfs Wealth Advisors, Llc 55.260 -3,16 4.973 2,92
2025-12-16 13F Garde Capital, Inc. 0 -100,00 0
2026-02-10 13F Lido Advisors, LLC 41.675 1,82 3.636 4,88
2026-02-13 13F Smartleaf Asset Management LLC 51.975 -6,61 4.699 0,06
2026-02-06 13F Transce3nd, LLC 332 -1,19 32 40,91
2026-01-14 13F Donaldson Capital Management, Llc 19.994 -5,60 1.799 0,33
2026-02-09 13F Leavell Investment Management, Inc. 3.104 1,97 279 8,56
2026-02-12 13F Moneta Group Investment Advisors Llc 2.521 227
2026-02-10 13F Madison Wealth Partners, Inc 7.107 109,28 640 122,65
2026-02-17 13F Cresset Asset Management, LLC 6.720 0,40 605 6,71
2026-02-17 13F Bank Of America Corp /de/ 5.576.910 10,02 501.922 16,93
2026-02-17 13F Toronto Dominion Bank 51.877 0,00 4.665 6,56
2026-02-13 13F Parkside Financial Bank & Trust 8.020 722
2026-01-26 13F Discipline Wealth Solutions, LLC 3.915 21,62 352 29,41
2026-02-11 13F FLC Capital Advisors 12.720 7,75 1.145 14,51
2025-11-14 13F Squarepoint Ops LLC 0 -100,00 0
2026-02-06 13F Gradient Capital Advisors, LLC 2.894 -4,58 260 1,56
2026-01-26 13F Opal Wealth Advisors, LLC 4.542 -0,42 409 5,70
2026-01-27 13F Tred Avon Family Wealth, Llc 6.775 -2,50 610 3,57
2026-02-03 13F Plan Group Financial, LLC 27.033 -0,47 2.433 5,79
2026-01-20 13F Maryland Capital Advisors Inc. 14.608 -1,43 1.315 4,78
2026-02-13 13F Ubs Asset Management Americas Inc 25.977 2.338
2026-04-07 13F Eastern Bank 395 0,00 37 5,71
2026-01-23 13F First PREMIER Bank 79.506 3,40 7 16,67
2026-02-17 13F Two Sigma Securities, Llc 3.396 26,91 306 34,96
2026-01-12 13F Seacrest Wealth Management, Llc 3.972 -4,13 360 2,56
2026-01-22 13F Bartlett & Co. Wealth Management Llc 2.754 1.205,21 248 1.352,94
2026-02-10 13F Root Financial Partners, LLC 7.700 62,28 693 72,82
2026-01-21 13F Crews Bank & Trust 31.036 2,83 2.793 9,32
2026-01-26 13F Valmark Advisers, Inc. 41.155 5,29 3.704 11,91
2026-02-02 13F Independence Asset Advisors, LLC 3.251 293
2026-03-05 13F Bayban 1.454 131
2026-01-27 13F PFG Advisors 14.998 1.350
2026-01-09 13F Breakwater Capital Group 2.719 0,00 245 6,09
2026-02-05 13F Blume Capital Management, Inc. 606 0,00 55 5,88
2026-02-17 13F Equitable Holdings, Inc. 506.609 2,93 45.595 9,39
2026-01-30 13F Catalytic Wealth RIA, LLC 5.822 524
2026-02-17 13F Forest Hill Capital, LLC 19.200 0,00 1.728 6,34
2026-02-17 13F Regal Investment Advisors LLC 159.714 7,49 14.374 14,24
2026-02-23 13F Monetary Solutions, Ltd 18.255 1.643
2026-03-13 13F/A Pensionmark Financial Group, Llc 21.750 26,96 1.958 34,97
2026-01-28 13F N.E.W. Advisory Services LLC 357 1,13 32 10,34
2026-02-13 13F Sei Investments Co 349.717 5,97 31.475 12,62
2026-02-11 13F CNB Bank 2.170 0,00 195 6,56
2026-01-21 13F Capital Advisors Wealth Management, LLC 160.514 3,11 14.446 9,59
2026-02-13 13F National Bank Of Canada /fi/ 7.703 7,73 693 14,55
2026-01-12 13F Bill Few Associates, Inc. 2.282 205
2026-01-21 13F Walkner Condon Financial Advisors LLC 78.035 -0,69 7.023 5,55
2025-11-12 13F Park Square Financial Group, LLC 0 -100,00 0 -100,00
2026-01-23 13F Patriot Investment Management Inc. 6.545 0,93 589 7,29
2026-02-11 13F M Holdings Securities, Inc. 12.296 2,29 1 0,00
2026-02-04 13F Nwam Llc 20.224 1,83 1.847 9,55
2026-02-13 13F Toroso Investments, LLC 102.171 9.195
2026-03-03 13F NWF Advisory Services Inc. 29.943 -3,87 2.695 2,16
2026-02-11 13F Walter & Keenan Financial Consulting Co /mi/ /adv 24.981 -0,50 2.248 5,79
2026-02-11 13F Gateway Wealth Partners, LLC 4.617 0,61 416 6,96
2026-01-08 13F Wedmont Private Capital 138.264 4,45 12.535 11,77
2026-01-23 13F TFC Financial Management 1.328 130,96 120 147,92
2026-01-22 13F Apollon Wealth Management, LLC 6.829 19,39 615 26,86
2026-01-23 13F Cura Wealth Advisors, Llc 3.525 0,00 317 6,38
2026-02-05 13F Accredited Investors Inc. 2.310 208
2025-11-14 13F Strategic Wealth Partners, Ltd. 80 0,00 7 0,00
2026-02-03 13F Ballast Advisors Llc 0 -100,00 0
2026-02-06 13F Pnc Financial Services Group, Inc. 535.056 15,83 48.155 23,11
2026-02-10 13F CIBC World Markets Inc. 5.984 -13,11 539 -7,72
2026-01-16 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 16.560 1,48 1.490 7,89
2026-01-30 13F Wealthfront Advisers Llc 104.352 36,27 9.392 44,83
2026-02-11 13F Ameritas Investment Partners, Inc. 110 10
2026-01-26 13F Phraction Management LLC 0 -100,00 0
2026-01-28 13F Financial Perspectives, Inc 133.702 7,56 12.033 14,33
2026-02-17 13F Blair William & Co/il 23.194 27,57 2.087 35,61
2026-03-12 13F Nalls Sherbakoff Group, Llc 1.575 142
2025-10-30 13F Twin Peaks Wealth Advisors, LLC 0 -100,00 0
2026-01-15 13F ADG Wealth Management Group, LLC 91.628 0,06 8.247 6,35
2026-02-12 13F Gould Capital, LLC 16 0,00 1 0,00
2026-02-06 13F Mraz, Amerine & Associates, Inc. 3.950 0,00 356 6,29
2026-02-04 13F MONECO Advisors, LLC 3.403 22,28 306 30,21
2026-02-17 13F Angeles Wealth Management, Llc 44.000 1.591,01 3.960 1.700,00
2026-02-12 13F Empower Advisory Group, LLC 3.095 3,48 279 9,88
2026-02-04 13F Cascade Wealth Advisors, Inc 0 -100,00 0
2026-02-13 13F Croban 119.209 0,57 10.729 6,88
2026-01-28 13F City State Bank 3.360 401,49 302 439,29
2026-01-23 13F Fonville Wealth Management LLC 7.743 -3,41 697 2,65
2026-01-28 13F Lebenthal Global Advisors, LLC 87.771 150,84 7.899 166,59
2026-02-05 13F Berkeley Capital Partners, LLC 6.879 0,94 619 7,28
2026-01-27 13F 5T Wealth, LLC 50.513 4,90 4.546 11,50
2026-02-02 13F Fifth Third Bancorp 5.378 34,45 484 43,20
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