XLG - Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (ARCA)

Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
US ˙ ARCA ˙ US46137V2337

Grundlæggende statistik
Institutionelle ejere 623 total, 623 long only, 0 short only, 0 long/short - change of 4,68% MRQ
Gennemsnitlig porteføljeallokering 0.5674 % - change of -3,29% MRQ
Institutionelle aktier (lange) 99.528.512 (ex 13D/G) - change of -1,80MM shares -1,77% MRQ
Institutionel værdi (lang) $ 5.743.857 USD ($1000)
Institutionelt ejerskab og aktionærer

Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF (US:XLG) har 623 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 99,528,512 aktier. Største aktionærer omfatter LPL Financial LLC, Morgan Stanley, Bank Of America Corp /de/, Jpmorgan Chase & Co, Wells Fargo & Company/mn, Advisor Group Holdings, Inc., Raymond James Financial Inc, Bank of New York Mellon Corp, Principle Wealth Partners Llc, and Johnson Financial Group, Inc. .

Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF (ARCA:XLG) 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 21, 2026 is 59,48 / share. Previously, on April 22, 2025, the share price was 43,20 / share. This represents an increase of 37,69% over that period.

XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF Institutional Ownership
Fondens stemningsscore

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

Opdateringsfrekvens: Dagligt

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

AI+ Ask Fintel’s AI assistant about Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF.

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

Thinking of good questions…
Institutionel Put/Call-forhold

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

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

XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF Historical Put/Call Ratio
13F og NPORT arkivering

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

Opgrader for at låse premium-data op og eksportere til Excel .

Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2026-02-10 13F Avestar Capital, LLC 190.911 -2,09 11.317 0,91
2026-04-21 13F Merkkuri Wealth Advisors LLC 149 -99,61 8 -99,64
2026-01-27 13F Evergreen Capital Management Llc 8.020 0,00 475 3,04
2026-04-08 13F Emergent Wealth Advisors, LLC 6.729 -63,36 367 -66,27
2026-01-23 13F Nbt Bank N A /ny 59 1
2026-02-17 13F Bank Of America Corp /de/ 4.445.357 4,64 263.521 7,84
2026-04-16 13F Balboa Wealth Partners 9.687 0,00 528 -8,01
2026-01-14 13F WESPAC Advisors, LLC 4.027 239
2026-02-11 13F Tradition Wealth Management, LLC 106.741 2,79 6.328 5,94
2026-02-10 13F Novak & Powell Financial Services, Inc. 5.372 0,00 318 3,25
2026-01-21 13F Signature Resources Capital Management, LLC 76 -70,66 5 -71,43
2026-04-20 13F Kestra Private Wealth Services, Llc 85.226 1.589,32 4.649 1.454,85
2026-02-13 13F Laraway Financial Inc 70.963 4,93 4.207 8,12
2026-02-02 13F Leslie Global Wealth, LLC 15.701 42,62 931 46,92
2026-02-05 13F Tucker Asset Management Llc 322 19
2026-02-19 13F CI Private Wealth, LLC 13.488 -1,28 800 1,78
2026-01-22 13F/A Cresset Asset Management, LLC 0 -100,00 0
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 24.912 -3,76 1.354 -11,45
2026-01-16 13F Walker Asset Management, LLC 38.403 -0,55 2.277 2,48
2026-01-28 13F WMG Financial Advisors, LLC 0 -100,00 0
2026-02-13 13F First Trust Advisors Lp 5.558 40,60 329 44,93
2026-04-13 13F IFP Advisors, Inc 16.586 9,37 905 0,67
2026-01-22 13F Hager Investment Management Services, Llc 550 0,00 33 3,23
2026-02-11 13F GFS Advisors, LLC 5.100 302
2026-02-13 13F Resources Investment Advisors, LLC. 209.517 -3,53 12.420 -0,58
2025-11-14 13F Green Harvest Asset Management LLC 0 -100,00 0 -100,00
2026-04-10 13F Centurion Wealth Management LLC 5.540 1,47 302 -6,50
2026-01-26 13F Means Investment Co., Inc. 1.464.216 4,87 86.799 8,07
2026-02-13 13F Centaurus Financial, Inc. 203.096 2,91 12 9,09
2026-04-16 13F Brookstone Capital Management 9.648 -72,63 526 -74,83
2026-02-12 13F SWAN Capital LLC 85 5
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0
2026-04-20 13F RiverTree Advisors, LLC 0 -100,00 0
2026-04-17 13F Mezzasalma Advisors, LLC 8.411 0,00 459 -7,85
2026-02-04 13F Catalyst Financial Partners Llc 7.614 -1,03 451 2,04
2026-02-17 13F Ancora Advisors, LLC 1.152 0,09 68 3,03
2026-02-12 13F Mount Yale Investment Advisors, LLC 57.125 -13,87 3.386 -11,22
2026-02-06 13F GPS Wealth Strategies Group, LLC 84.420 -93,76 5.004 -93,57
2026-01-26 13F Cwm, Llc 98.965 9,23 6 0,00
2026-03-03 13F EJMK Ventures LLC 4.679 277
2026-04-20 13F Jfs Wealth Advisors, Llc 115 -35,03 6 -40,00
2026-04-01 13F Beacon Financial Group 15.558 4,12 922 7,33
2026-04-21 13F One Wealth Advisors, LLC 7.582 -97,79 414 -97,97
2026-04-03 13F Coastline Trust Co 8.406 -32,24 459 -37,69
2026-02-10 13F Thoroughbred Financial Services, Llc 205.003 -0,17 12 9,09
2026-04-20 13F Fiduciary Alliance LLC 4.606 -31,20 273 -31,31
2026-02-06 13F Empirical Asset Management, LLC 11.238 -15,85 666 -13,28
2026-01-20 13F Partners Wealth Management, Llc 10.628 0,00 630 3,11
2026-02-09 13F Huntington National Bank 3 -50,00
2026-02-17 13F Redwood Investment Management, Llc 66.486 124,24 4 200,00
2026-02-10 13F/A Northwestern Mutual Wealth Management Co 1.227.063 -23,12 72.740 -20,77
2026-04-13 13F Professional Financial Advisors, LLC 4.572 249
2026-02-13 13F AlTi Global, Inc. 10.261 132,20 608 139,37
2026-02-18 13F Hershey Financial Advisers, LLC 9.845 584
2026-02-02 13F Benjamin Edwards Inc 11.680 0,15 693 3,13
2026-04-17 13F Hanson & Doremus Investment Management 105 0,00 0
2026-01-30 13F Sigma Planning Corp 58.628 -4,39 3.475 -1,47
2026-02-13 13F Gen-Wealth Partners Inc 121.694 10,82 7.214 14,22
2026-01-16 13F Aspire Capital Advisors LLC 169.834 27,03 10.068 30,91
2026-01-21 13F Sound Income Strategies, LLC 35.753 4.166,47 2.104 4.283,33
2026-02-04 13F Money Concepts Capital Corp 8.715 -11,64 517 -8,99
2026-02-04 13F JSF Financial, LLC 165.933 -2,78 9.836 0,19
2026-02-17 13F Quantinno Capital Management LP 34.655 29,29 2.054 33,29
2026-04-21 13F Ackerman Asset Management, LLC 80.835 0,00 4.410 -7,97
2026-04-17 13F/A Founders Financial Securities Llc 4.824 -73,34 274 -74,44
2026-01-21 13F Crews Bank & Trust 1.750 0,00 104 3,00
2026-02-13 13F Magnolia Capital Advisors Llc 31.134 1.846
2026-02-06 13F HighTower Advisors, LLC 718.253 -0,75 42.578 2,29
2026-02-03 13F Legacy Wealth Managment, LLC/ID 648 38
2026-02-10 13F IFG Advisory, LLC 280.299 16.616
2026-01-26 13F Main Street Group, LTD 0 -100,00 0
2026-02-12 13F CIBC Private Wealth Group, LLC 2.236 6,73 133 10,00
2026-01-23 13F Transcend Wealth Collective, Llc 80.071 -1,35 4.747 1,67
2026-01-26 13F AE Wealth Management LLC 253.606 26,37 15.034 30,23
2026-01-28 13F Geneos Wealth Management Inc. 5.070 0,00 301 3,09
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 0 -100,00 0
2026-01-21 13F Newbridge Financial Services Group, Inc. 18.787 5,23 1.114 8,48
2026-04-08 13F Cadent Capital Advisors, LLC 9.697 2,64 529 -5,71
2026-02-13 13F McAdam, LLC 39.947 -3,99 2.368 -1,04
2026-02-17 13F National Asset Management, Inc. 4.518 0,02 268 3,09
2026-02-02 13F Mutual Advisors, LLC 163.906 17,98 9.716 20,44
2026-02-13 13F Truvestments Capital Llc 68.032 -6,30 4.033 -3,45
2026-01-23 13F Guidance Capital, Inc 4.875 284
2026-02-12 13F Elevation Wealth Management LLC 4.783 284
2026-01-27 13F TD Waterhouse Canada Inc. 1.580 0,00 94 2,20
2026-04-16 13F Spectrum Planning & Advisory Services Inc. 9.239 -9,99 504 -17,27
2026-02-09 13F Harbour Investments, Inc. 36.346 5,93 2.155 9,17
2026-02-02 13F KPP Advisory Services LLC 161.093 14,13 9.550 17,63
2026-02-17 13F Capital Wealth Alliance, LLC 19.510 3,97 1.146 6,12
2026-02-13 13F University Of Texas/texas Am Investment Managment Co 6.863 0,00 407 3,05
2026-02-17 13F Ameriprise Financial Inc 1.717.253 -25,21 101.686 -23,03
2026-02-13 13F Smartleaf Asset Management LLC 20.530 7,59 1.224 12,09
2026-02-03 13F Sequoia Financial Advisors, LLC 23.191 0,88 1.375 3,93
2026-02-11 13F Tiaa Trust, National Association 0 -100,00 0
2026-02-06 13F Envestnet Portfolio Solutions, Inc. 10.644 -1,17 631 1,78
2026-02-09 13F MTM Investment Management, LLC 1.346 0,00 80 2,60
2026-02-10 13F Essex Financial Services, Inc. 3.847 -2,11 228 0,88
2026-02-13 13F Clearview Wealth Advisors LLC 38.554 91,61 2.285 97,49
2026-02-09 13F Fisher Asset Management, LLC 51.760 -11,08 3.068 -8,36
2026-02-11 13F SOUTH STATE Corp 600 0,00 36 2,94
2026-02-13 13F Kestra Advisory Services, LLC 0 -100,00 0
2026-01-16 13F Cyr Financial Inc. 230.937 -5,06 13.690 -2,16
2026-04-10 13F OMNI 360 Wealth, Inc. 24.504 -30,99 1.337 -36,20
2026-01-29 13F Sanctuary Advisors, LLC 1.032.625 -0,82 61.214 2,22
2026-02-17 13F Gotham Asset Management, LLC 105.818 0,00 6.273 3,06
2026-02-04 13F Valeo Financial Advisors, LLC 3.750 0,97 222 4,23
2026-01-20 13F Signaturefd, Llc 0 -100,00 0
2026-02-10 13F One Capital Management, LLC 242.124 1,49 14.353 4,59
2026-02-11 13F O'shaughnessy Asset Management, Llc 229 0,00 14 0,00
2026-02-06 13F Seros Financial, LLC 161.359 18,53 9.565 22,16
2026-02-10 13F WCG Wealth Advisors LLC 13.196 782
2026-02-17 13F Stony Point Wealth Management Inc. 16.592 0,70 984 3,80
2026-02-12 13F Hrt Financial Lp 224.415 108,92 13 116,67
2026-04-21 13F Grimes & Company, Inc. 5.825 0,03 318 -8,12
2026-02-10 13F Tidemark, LLC 26 0,00 2 0,00
2026-02-11 13F Deutsche Bank Ag\ 451 27
2026-01-27 13F Regions Financial Corp 4.192 249
2026-02-09 13F Kingsview Wealth Management, LLC 16.900 60,46 1.002 65,45
2026-01-28 13F Salomon & Ludwin, LLC 125 0,00 7 0,00
2025-11-05 13F Moloney Securities Asset Management, LLC 10.397 9,30 598 20,81
2026-01-26 13F Quattro Financial Advisors Llc 468.345 -0,71 27.763 2,33
2026-02-02 13F Cornerstone Planning Group LLC 20 0,00 1 0,00
2026-02-17 13F Blair William & Co/il 21.624 0,68 1.282 3,72
2026-02-05 13F PCG Wealth Advisors, LLC 35.983 25,31 2.133 29,19
2026-03-05 13F Bush Investment Group, Llc 64.332 1,78 3.814 4,90
2026-01-21 13F Flagship Harbor Advisors, Llc 2 0
2026-02-11 13F MCF Advisors LLC 15 -96,80 1 -100,00
2026-01-26 13F Patriot Financial Group Insurance Agency, LLC 46.458 20,06 2.754 23,78
2026-02-02 13F MN Wealth Advisors, LLC 18.711 6,48 1.109 9,80
2026-02-04 13F Centric Wealth Management 3.780 0,00 224 -0,88
2026-04-16 13F Lee Johnson Capital Management, Llc 9.662 0,00 527 -7,87
2026-02-10 13F Baker Avenue Asset Management, LP 11.755 4,92 697 8,07
2026-01-09 13F Capital CS Group, LLC 29.233 2,27 1.733 5,35
2026-01-12 13F Traynor Capital Management, Inc. 6.506 5,11 386 8,15
2026-01-27 13F Horst & Graben Wealth Management LLC 421.968 4,36 25.021 7,58
2026-01-28 13F Kingswood Wealth Advisors, Llc 5.531 4,89 328 7,92
2026-04-06 13F Baring Financial LLC 20.415 5,65 1.114 -2,79
2026-01-16 13F Tempus Wealth Planning, LLC 20.506 19,26 1.216 22,85
2026-04-20 13F SILVER OAK SECURITIES, Inc 8.447 -83,42 461 -84,86
2026-04-14 13F Precedent Wealth Partners, Llc 175.102 -12,92 9.552 -19,87
2026-02-02 13F Holistic Planning, LLC 5.910 -6,09 350 -3,05
2026-04-09 13F DHJJ Financial Advisors, Ltd. 146 0,69 8 -12,50
2026-02-12 13F M1 Capital Management LLC 87.813 22,25 5.206 26,00
2026-01-29 13F Comerica Bank 48.415 12,70 2.870 16,19
2026-02-17 13F Cetera Investment Advisers 766.097 17,03 45.414 20,61
2026-01-12 13F National Wealth Management Group, LLC 0 -100,00 0
2026-01-21 13F Western Financial Corp/CA 4.400 261
2026-01-29 13F UBS Group AG 1.860.745 -3,30 110.305 -0,34
2026-02-17 13F Private Advisor Group, LLC 716.980 6,33 42.503 9,58
2026-02-02 13F Chung Wu Investment Group, LLC 200 0,00 12 0,00
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 520 0,00 28 -6,67
2026-01-23 13F KG&L Capital Management,LLC 19.883 2,25 1.179 5,37
2026-01-14 13F ORG Wealth Partners, LLC 372 0,00 22 4,76
2026-02-13 13F Luminist Capital LLC 1.095 0,00 65 1,59
2026-01-27 13F Fortis Capital Advisors, LLC 15.141 0,26 898 3,34
2026-04-20 13F Dagco, Inc. 960 0,00 52 -7,14
2026-02-09 13F Integrity Alliance, Llc. 98.999 1,76 5.869 4,86
2026-02-13 13F Ubs Asset Management Americas Inc 164 10
2026-02-10 13F Oxford Wealth Group, LLC 211.348 12.529
2026-03-27 13F Prosperity Wealth Management, Inc. 4.791 284
2026-02-11 13F Jpmorgan Chase & Co 3.841.051 1,44 227.698 4,54
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 1.445.107 -40,28 79.351 -44,76
2026-04-14 13F West Branch Capital LLC 190 0,00 10 -9,09
2025-11-07 13F Synovus Financial Corp 17.002 77,70 978 96,18
2025-11-12 13F Creekmur Asset Management LLC 21 0,00 1 0,00
2026-04-16 13F Smith, Salley & Associates 7.793 0,18 425 -7,81
2026-02-05 13F Pacific Sun Financial Corp 4.037 -0,05 239 3,02
2026-02-13 13F Alchemi Wealth, LLC 6.335 376
2026-02-13 13F Mml Investors Services, Llc 862.918 10,48 51.154 13,86
2026-01-13 13F Synergy Financial Management, LLC 6.450 -66,83 382 -63,55
2026-04-20 13F Ronald Blue Trust, Inc. 372 0,00 20 -9,09
2026-02-11 13F Waddell & Associates, Llc 5.085 0,00 301 3,08
2025-10-27 13F Belvedere Trading LLC Put 0 -100,00 0
2026-02-13 13F Wealth Alliance 3.850 -58,23 228 -56,98
2026-02-13 13F Wells Fargo & Company/mn 3.812.317 1,40 225.994 4,50
2025-10-27 13F Belvedere Trading LLC 0 -100,00 0
2026-02-13 13F Novus Advisors, Llc 3.547 210
2026-02-10 13F KERR FINANCIAL PLANNING Corp 52 100,00 3 200,00
2026-02-04 13F Independent Advisor Alliance 12.647 247,45 750 258,37
2026-02-14 13F POM Investment Strategies, LLC 258.095 4,58 15.300 7,78
2026-02-13 13F Kane Investment Management, Inc. 26.934 9,29 1.597 12,63
2026-02-12 13F Compass Capital Corp /ma/ /adv 3.877 5,10 227 3,18
2026-02-06 13F EverSource Wealth Advisors, LLC 3.848 -1,51 228 1,79
2026-02-17 13F Tower Research Capital LLC (TRC) 5.704 -89,53 338 -89,22
2026-04-13 13F Cyndeo Wealth Partners, LLC 14.797 -2,28 807 -10,03
2026-02-09 13F Goodwin Investment Advisory 33.660 0,00 1.995 3,05
2026-02-10 13F ShoreHaven Wealth Partners, LLC 231.285 2,42 13.711 5,55
2026-03-05 13F Gunpowder Capital Management, LLC dba Oliver Wealth Management 3.442 204
2026-04-10 13F Green Ridge Wealth Planning LLC 222.205 3,05 12.121 -5,17
2026-01-27 13F Belpointe Asset Management LLC 19.746 -3,03 1.171 -0,09
2026-04-21 13F Claro Advisors LLC 33.148 14,54 1.808 5,42
2025-11-18 13F Apexium Financial, Lp 560.842 0,96 32.260 11,46
2026-02-12 13F Jane Street Group, Llc 0 -100,00 0 -100,00
2026-02-17 13F Fairview Capital Investment Management, Llc 5.000 0,00 296 3,14
2026-04-21 13F Sequent Planning LLC 22.199 -2,72 1.211 -10,50
2026-02-12 13F LWM Advisory Services, LLC 42.215 -1,32 2.503 1,71
2026-01-29 13F D.a. Davidson & Co. 135.602 -1,31 8.038 1,71
2025-10-28 13F Pinnacle Financial Partners Inc 7.576 -14,15 436 -5,23
2026-04-15 13F Redhawk Wealth Advisors, Inc. 6.706 -1,97 366 -9,88
2026-02-09 13F Firestone Capital Management 3.406 202
2026-02-10 13F Newport Capital Group, LLC 6.500 3.173
2026-02-11 13F J.w. Cole Advisors, Inc. 58.082 5,98 2.976 -5,58
2026-02-13 13F Change Path, LLC 17.425 30,40 1.033 34,38
2026-04-21 13F Wedbush Securities Inc 58.043 3,85 3 0,00
2026-02-13 13F Neuberger Berman Group LLC 5.931 0,00 352 2,93
2025-10-27 13F Smith Shellnut Wilson Llc /adv 48.725 4,84 2.803 15,74
2026-04-21 13F Founders Capital Management 230 0,00 13 -7,69
2026-02-11 13F First Command Advisory Services, Inc. 50 3
2026-02-14 13F Rockefeller Capital Management L.P. 320.335 3,88 18.993 7,08
2026-02-02 13F Ashton Thomas Securities, Llc 340.506 -3,03 20.185 -0,08
2026-02-03 13F Liberty Atlantic Advisors LLC 7.937 471
2026-04-21 13F Mesirow Financial Investment Management, Inc. 5.670 309
2026-02-17 13F Fmr Llc 51.974 19,01 3.081 22,65
2026-04-20 13F CWA Asset Management Group, LLC 0 -100,00 0
2026-02-17 13F Maripau Wealth Management Llc 15.596 -3,41 925 -0,43
2026-02-19 13F Invesco Ltd. 1.033.825 -6,71 61.285 -3,86
2026-01-26 13F Kelman-Lazarov, Inc. 4.822 0,04 286 2,89
2026-02-13 13F Alerus Financial Na 75 4
2025-11-04 13F Thrivent Financial For Lutherans 0 -100,00 0
2026-04-16 13F Triad Wealth Partners, LLC 8.155 42,27 445 30,97
2026-02-13 13F Gts Securities Llc 0 -100,00 0
2026-01-20 13F Sovran Advisors, LLC 9.499 -1,99 560 -3,29
2026-01-20 13F Ethos Financial Group, LLC 169.922 440,74 10.073 457,39
2026-02-12 13F Brinker Capital Investments, LLC 38.143 -5,53 2.261 -2,63
2025-11-12 13F Transce3nd, LLC 0 -100,00 0
2026-02-06 13F Berbice Capital Management LLC 215 -65,54 13 -65,71
2026-02-17 13F Garden State Investment Advisory Services LLC 8.498 12,18 504 15,86
2026-02-17 13F Citadel Advisors Llc Call 22.300 -11,86 1.322 -9,21
2026-04-07 13F City Center Advisors, LLC 57.343 -7,59 3.128 -14,95
2026-02-17 13F Snowden Capital Advisors LLC 177.294 42,18 10.510 46,54
2026-02-12 13F Burke & Herbert Bank & Trust Co 3.595 0,00 213 3,40
2026-01-22 13F Demars Financial Group, LLC 795.098 3,60 47.133 6,77
2026-02-17 13F Creative Planning 29.154 -12,91 1.728 -10,23
2026-04-14 13F XY Planning Network, Inc. 0 -100,00 0
2026-02-17 13F VestGen Advisors, LLC 26.797 53,55 1.589 58,33
2026-01-16 13F Selective Wealth Management, Inc. 10.809 -3,25 637 -1,40
2026-04-21 13F Family Wealth Group, LLC 22.195 -15,70 1.211 -22,44
2026-01-27 13F Institute for Wealth Management, LLC. 50.048 -3,28 2.967 -0,34
2026-02-02 13F CX Institutional 0 -100,00 0
2026-02-10 13F Bank of New York Mellon Corp 2.479.520 0,37 146.986 3,44
2026-04-13 13F GoalVest Advisory LLC 5.230 0,00 285 -8,06
2026-02-06 13F Great Diamond Partners, LLC 18.199 0,97 1.079 4,05
2025-11-05 13F B.O.S.S. Retirement Advisors, LLC 0 -100,00 0
2026-04-21 13F Maridea Wealth Management LLC 9.524 -10,20 520 -17,36
2026-03-06 13F Hsbc Holdings Plc 25.800 1.529
2026-04-14 13F Southland Equity Partners LLC 0 -100,00 0
2026-04-16 13F Toth Financial Advisory Corp 11 0,00 1
2026-04-08 13F Asempa Wealth Advisors 0 -100,00 0
2026-02-11 13F Curtis Wealth Management Llc 41.332 2.439
2026-02-13 13F LGT Financial Advisors LLC 773 -0,64 46 2,27
2026-02-11 13F Stonebrook Private Inc. 352.065 20.870
2026-04-08 13F Sharkey, Howes & Javer 0 -100,00 0
2026-02-06 13F Cullen/frost Bankers, Inc. 21.967 -3,83 1.302 -0,84
2026-04-07 13F Ethos Capital Management, Inc. 25.473 -20,73 1.390 -27,09
2026-04-15 13F Register Financial Advisors LLC 1.770 0,00 97 -7,69
2026-01-22 13F Columbia Advisory Partners Llc 23.275 -11,37 1.380 -8,68
2026-02-17 13F SageView Advisory Group, LLC 394 23
2026-04-07 13F Comprehensive Financial Planning, Inc./PA 92.005 -2,99 5.019 -10,74
2026-02-02 13F RIA Advisory Group LLC 66.633 -3,70 3.950 -0,78
2026-01-20 13F Stratos Wealth Advisors, LLC 142.321 -3,85 8.437 -0,92
2026-02-04 13F Horizon Wealth Management, LLC 19.032 0,95 1.128 4,06
2026-02-02 13F Horizon Investments, LLC 57 -86,17 3 -86,96
2025-11-13 13F GeoWealth Management, LLC 0 -100,00 0
2026-04-15 13F Silverlake Wealth Management Llc 0 -100,00 0
2026-01-22 13F Trilogy Capital Inc. 9.868 -12,47 585 -9,88
2026-04-10 13F Cassilly Financial Group LLC 29.287 0,95 1.598 -7,10
2026-01-20 13F Ntv Asset Management Llc 33.784 -1,09 2.003 1,93
2026-02-06 13F Lloyd Advisory Services, LLC. 1.961 116
2025-10-30 13F Traub Capital Management LLC 0 -100,00 0 -100,00
2026-02-12 13F Penserra Capital Management LLC 55.557 3
2026-04-15 13F Merit Financial Group, LLC 23.817 -2,51 1.299 -10,29
2026-02-09 13F Summit Asset Management, LLC 13.090 0,00 776 3,06
2026-02-05 13F Allworth Financial LP 24.589 501,64 1.458 520,00
2026-04-21 13F Laurel Oak Wealth Management, Llc 4.537 -19,07 247 -25,60
2026-02-10 13F Hazlett, Burt & Watson, Inc. 3.630 0,00 0
2026-01-23 13F Valley Brook Capital Group, Inc. 7.815 7,05 463 10,50
2026-01-29 13F Ashton Thomas Private Wealth, LLC 114.461 21,88 6.785 25,62
2026-04-20 13F Balance Wealth, LLC 39.223 -0,58 2.140 -8,51
2026-02-17 13F Integrated Advisors Network LLC 21.530 7,49 1.276 10,76
2026-02-06 13F Fortis Group Advisors, LLC 72.417 -4,38 4.273 -5,80
2026-04-15 13F Hutchens & Kramer Investment Management Group, LLC 68.890 -0,24 3.758 -8,21
2026-02-04 13F Rollins Financial Advisors, LLC 9.247 29,84 548 33,99
2026-02-17 13F Pacific Financial Group Inc 4.427 262
2026-02-12 13F JT Stratford LLC 4.942 293
2026-04-02 13F Hilltop National Bank 20.650 0,00 1.126 -8,01
2026-04-17 13F Essex Savings Bank 8.324 0,00 454 -8,11
2025-11-06 13F Metis Global Partners, LLC 0 -100,00 0
2026-02-13 13F Colony Group, LLC 68.636 9,77 4.069 13,13
2026-04-07 13F Cooper Financial Group 11.614 5,59 634 -2,91
2026-02-11 13F Cerity Partners LLC 11.718 -19,52 695 -17,08
2026-04-09 13F Wedmont Private Capital 9.641 0,00 544 -5,07
2026-02-03 13F Emerald Investment Partners, Llc 0 -100,00 0
2026-02-05 13F Soltis Investment Advisors LLC 5.754 -2,03 341 1,19
2026-02-06 13F Global Retirement Partners, LLC 383.897 1,94 22.757 5,06
2026-02-06 13F Cedar Wealth Management, LLC 567.653 4,79 33.650 8,00
2026-01-30 13F Strategic Blueprint, LLC 39.944 54,77 2.368 59,50
2026-02-10 13F Beto Financial Group, Llc 12.021 713
2026-02-17 13F Advisory Services Network, LLC 29.120 -1,65 1.726 1,35
2026-04-14 13F Davies Financial Advisors, Inc. 0 -100,00 0
2026-03-03 13F NWF Advisory Services Inc. 12.451 0,03 738 3,22
2026-01-14 13F Embree Financial Group 5.406 -1,91 320 0,95
2026-01-20 13F Jackson Wealth Management, LLC 143.580 1,10 8.511 4,19
2026-01-29 13F Facet Wealth, Inc. 4.091 243
2026-01-30 13F Bogart Wealth, LLC 1.074.337 -0,50 63.687 2,55
2026-02-12 13F Johnson Financial Group, Inc. 2.017.792 -1,37 119.615 1,65
2026-02-11 13F Janney Montgomery Scott LLC 214.224 32,17 13 33,33
2026-02-17 13F Millennium Management Llc 10.202 605
2026-01-26 13F Asset Dedication, LLC 115 0,00 7 0,00
2026-02-09 13F Leavell Investment Management, Inc. 97.398 13,43 5.774 16,89
2026-02-10 13F WealthTrak Capital Management LLC 61.626 34,08 3.653 38,21
2026-02-12 13F Jane Street Group, Llc Call 15.500 -16,22 919 -13,72
2026-04-17 13F BCS Wealth Management 0 -100,00 0
2026-02-09 13F Hantz Financial Services, Inc. 15 0
2026-04-21 13F Clarus Group, Inc. 4.000 0,00 218 -8,02
2026-01-16 13F Catalina Capital Group, LLC 24.709 44,51 1.465 48,93
2026-01-13 13F Team Financial Group, LLC 1.131 50,60 67 55,81
2026-02-17 13F Glenmede Trust Co Na 1.498 -48,34 89 -33,83
2026-02-17 13F Engineers Gate Manager LP 16.646 987
2026-04-21 13F Creative Capital Management Investments LLC 0 -100,00 0
2026-04-17 13F RFG Advisory, LLC 25.683 6,21 1.401 -2,23
2026-01-15 13F Burns Matteson Capital Management, LLC 4.170 0,00 247 3,35
2026-02-13 13F Morgan Stanley 6.977.609 2,11 413.633 5,24
2026-02-13 13F Maia Wealth LLC 137.611 -18,36 7.877 -21,68
2026-02-10 13F Winthrop Capital Management, LLC 1.200 0,00 0
2026-01-30 13F Archer Investment Corp 1.234 -1,20 73 2,82
2026-02-18 13F GWM Advisors LLC 242.488 1,56 14.375 4,67
2026-02-13 13F Level Four Advisory Services, Llc 5.730 13,42 340 16,90
2026-02-10 13F Evolution Wealth Management Inc. 16.567 -7,89 982 -5,03
2026-04-07 13F CoreCap Advisors, LLC 38.809 17,68 2.117 8,34
2026-01-21 13F Sutton Place Investors Llc 36.928 -1,48 2.189 1,53
2026-01-26 13F Private Trust Co Na 30.214 4,34 1.791 7,57
2026-02-10 13F Meitav Dash Investments Ltd 10.228 606
2026-02-04 13F Ameritas Advisory Services, LLC 0 -100,00 0
2026-02-17 13F Cambria Investment Management, L.P. 52.112 -64,21 3.089 -63,11
2026-02-12 13F Great Valley Advisor Group, Inc. 84.223 0,80 4.993 3,89
2026-04-07 13F Park Avenue Securities Llc 0 -100,00 0
2026-02-13 13F Johnson Investment Counsel Inc 0 -100,00 0
2026-04-13 13F Bank of New Hampshire 5.470 -13,45 298 -20,32
2025-11-14 13F Wolverine Trading, Llc Call 8.000 458
2026-02-13 13F SRS Capital Advisors, Inc. 12.518 742
2026-02-13 13F MAI Capital Management 513 0,20 30 3,45
2026-02-09 13F Hartland & Co., LLC 886.879 -1,09 52.574 1,94
2026-01-16 13F Formidable Asset Management, LLC 4.915 -7,61 283 1,81
2025-11-13 13F Marshall Wace, Llp 0 -100,00 0
2026-02-18 13F Caitlin John, LLC 1.551 -4,79 92 -2,15
2026-02-02 13F Oak Harbor Wealth Partners, Llc 268 16
2026-02-17 13F Qube Research & Technologies Ltd 4.000 -7,54 237 -4,44
2026-04-09 13F Secure Asset Management, LLC 0 -100,00 0
2026-02-17 13F Susquehanna International Group, Llp Put 0 -100,00 0
2026-04-17 13F PMG Wealth Management, Inc. 126.338 -45,43 6.892 -49,79
2026-02-02 13F Aurora Private Wealth, Inc. 0 -100,00 0
2026-01-26 13F JNBA Financial Advisors 1.250 0,00 74 4,23
2026-02-17 13F Pinnacle Financial Partners, Inc. 16.926 1.003
2026-02-06 13F Evoke Wealth, Llc 14.342 260,35 850 272,81
2026-02-11 13F Marks Group Wealth Management, Inc 13.099 777
2025-11-14 13F D. E. Shaw & Co., Inc. 0 -100,00 0
2026-01-21 13F Y.D. More Investments Ltd 460 0,00 27 3,85
2026-02-04 13F Colonial River Wealth Management, LLC 31.104 3,32 1.844 6,47
2026-02-17 13F Equitable Holdings, Inc. 332.338 -0,16 19.701 2,89
2026-04-08 13F RDA Financial Network 8.750 -73,74 477 -75,85
2026-01-29 13F Alexis Investment Partners, LLC 2.860 0,00 170 3,05
2026-02-11 13F Simplex Trading, Llc 0 -100,00 0
2025-11-14 13F StoneX Group Inc. 0 -100,00 0 -100,00
2026-02-17 13F Core Wealth Advisors, Inc. 368.872 0,17 21.867 3,23
2026-02-13 13F National Bank Of Canada /fi/ 420 526,87 25 700,00
2025-11-05 13F Fullcircle Wealth Llc 26.913 119,91 1.596 143,14
2026-02-13 13F Barclays Plc 0 -100,00 0
2026-02-03 13F Bokf, Na 0 -100,00 0
2026-02-10 13F Lido Advisors, LLC 1.250.287 -0,81 72.577 0,10
2026-04-09 13F Firethorn Wealth Partners, Llc 6.254 -89,01 341 -89,89
2026-01-30 13F Simplicity Wealth,LLC 15.663 929
2026-02-05 13F Cambridge Investment Research Advisors, Inc. 358.333 -0,43 21 5,00
2025-11-06 13F Savvy Advisors, Inc. 0 -100,00 0
2026-02-11 13F RM Financial Services, LLC 30.425 1.804
2026-04-15 13F Optivise Advisory Services LLC 0 -100,00 0
2026-02-02 13F Fifth Third Bancorp 3.060 0,00 181 2,84
2026-02-12 13F Investor's Fiduciary Advisor Network, LLC 21.296 4,71 1 0,00
2025-11-14 13F Eqis Capital Management, Inc. 0 -100,00 0 -100,00
2026-02-13 13F Missouri Trust & Investment Co 4.050 240
2026-02-17 13F Tudor Investment Corp Et Al 26.031 -85,60 1.543 -85,16
2026-04-14 13F Well Done, LLC 5.712 0,00 312 -7,99
2026-01-15 13F Allspring Global Investments Holdings, LLC 9.600 26,32 571 30,66
2026-02-06 13F Daviman Financial, LLC 147.367 8.736
2026-02-13 13F Kcm Investment Advisors Llc 59.775 0,00 3.543 3,05
2026-04-17 13F Murphy & Mullick Capital Management Corp 300 0,00 16 -5,88
2025-10-29 13F Royal Fund Management, LLC 0 -100,00 0
2026-04-20 13F Segment Wealth Management, LLC 292.992 -0,56 15.983 -8,50
2026-01-29 13F Global Strategic Investment Solutions, LLC 10.073 0,14 597 3,29
2026-02-12 13F Wealthspire Advisors, LLC 0 -100,00 0
2026-02-17 13F Northern Trust Corp 5.302 10,41 314 13,77
2026-02-10 13F Soundwatch Capital LLC 0 -100,00 0
2026-02-13 13F Golden State Wealth Management, LLC 923 -6,10 55 -3,57
2026-02-11 13F Group One Trading, L.p. 507 -31,11 30 -28,57
2026-02-17 13F Mercer Global Advisors Inc /adv 306.782 21,97 18.186 25,70
2026-02-17 13F Summit Trail Advisors, Llc 4.530 -0,66 269 2,29
2026-02-18 13F NFP Retirement, Inc. 36.094 -2,41 2.140 0,56
2026-02-12 13F Renaissance Technologies Llc 38.200 -70,36 2.264 -69,46
2026-02-12 13F Moneta Group Investment Advisors Llc 0 -100,00 0
2026-02-17 13F Gladstone Institutional Advisory LLC 521.774 4,96 30.931 8,17
2026-01-29 13F Concord Wealth Partners 759 0,00 45 2,33
2026-02-02 13F Vantage Point Financial LLC 29.577 -2,65 1.753 0,34
2026-01-30 13F North Star Investment Management Corp. 13.458 0,01 798 2,97
2026-02-17 13F Aqr Capital Management Llc 17.890 44,92 1.061 49,30
2026-04-13 13F Compass Ion Advisors, LLC 43.092 15,81 2.351 6,58
2026-02-06 13F Keystone Financial Group 287.094 4,18 17.019 7,36
2026-02-06 13F Larson Financial Group LLC 3.200 -10,14 190 -7,35
2026-02-12 13F DRW Securities, LLC 6.150 0,00 365 3,70
2026-02-17 13F Two Sigma Investments, Lp 0 -100,00 0
2026-04-14 13F Focus Financial Network, Inc. 69.881 -23,05 3.812 -29,20
2026-02-11 13F LPL Financial LLC 11.554.356 8,01 684.942 11,31
2026-02-06 13F Vestmark Advisory Solutions, Inc. 56.935 -14,15 3.375 -11,51
2026-02-24 13F DGS Capital Management, LLC 3.688 -1,13 219 1,87
2026-04-16 13F Future Financial Wealth Managment LLC 5.224 14,16 310 17,94
2026-02-02 13F Mcdonald Partners Llc 0 -100,00 0
2026-04-07 13F Farther Finance Advisors, LLC 654.624 141,18 35.958 123,48
2026-04-13 13F Arwa Llc 8.752 67,18 497 60,32
2026-02-02 13F Oppenheimer & Co Inc 72.704 28,65 4.310 32,58
2026-01-26 13F Keystone Wealth Services, LLC 20.819 -2,70 1.234 0,33
2026-02-12 13F Empower Advisory Group, LLC 13.362 -5,62 792 -2,70
2026-04-13 13F CGC Financial Services, LLC 1.026 0,00 56 -8,33
2026-04-20 13F Parkway Wealth Management Group, LLC 0 -100,00 0
2026-02-05 13F Western Wealth Management, LLC 159.380 53,83 9.448 58,55
2026-01-27 13F Portus Wealth Advisors, LLC 49.758 1,44 2.950 4,54
2026-02-10 13F Syntegra Private Wealth Group, LLC 7.960 0,24 472 3,29
2026-04-07 13F Estate Planners Group, LLC 201.128 11.923
2026-02-19 13F Mcguire Capital Advisors Inc 57 3
2025-11-14 13F Strategic Wealth Partners, Ltd. 1.504 -14,20 87 -5,49
2026-02-17 13F OmniStar Financial Group, Inc. 0 -100,00 0
2026-04-16 13F Capstone Wealth Management Group LLC 44.505 0,41 2.428 -7,61
2026-02-13 13F Citigroup Inc 429.991 17,01 25.490 20,59
2026-02-17 13F Raymond James Financial Inc 2.729.485 -5,91 161.804 -3,03
2026-01-16 13F Matauro, Llc 3.832 0,18 227 3,18
2026-02-03 13F Milestone Asset Management Group, LLC 44.961 -1,65 2.665 1,37
2026-02-12 13F BlackRock, Inc. 38.230 15,83 2.266 19,39
2026-02-12 13F Principal Securities, Inc. 81.582 -18,72 4.836 -16,23
2026-04-20 13F Sowell Financial Services LLC 36.101 -37,65 1.969 -42,63
2026-02-10 13F CFS Investment Advisory Services, LLC 308.147 1,91 18.267 2,94
2026-04-15 13F Snider Financial Group 21.042 0,06 1.148 -7,95
2026-02-09 13F King Luther Capital Management Corp 237 3,04
2026-01-14 13F Game Plan Financial Advisors, LLC 4.865 0,00 288 3,23
2026-02-17 13F Jones Financial Companies Lllp 625.297 9,72 37.068 13,81
2026-02-09 13F Prairie Wealth Advisors, Inc. 0 -100,00 240 3,45
2026-04-03 13F Hickory Point Bank & Trust 341 19
2025-10-27 13F Obermeyer Wood Investment Counsel, Lllp 0 -100,00 0
2025-11-14 13F Citadel Advisors Llc Put 0 -100,00 0 -100,00
2026-04-15 13F Iams Wealth Management, Llc 5.495 -86,30 300 -87,43
2026-01-22 13F Ransom Advisory, Ltd 0 -100,00 0 -100,00
2026-04-20 13F Darrow Company, Inc. 8.436 0,00 460 -8,00
2026-02-13 13F Avant Capital LLC 14.042 4,01 832 7,22
2026-04-08 13F Dynamic Advisor Solutions LLC 0 -100,00 0
2026-02-17 13F Scarborough Advisors, LLC 287 0,00 17 6,25
2026-02-13 13F Lifeworks Advisors, LLC 3.903 -3,30 231 -0,43
2026-02-17 13F Two Sigma Securities, Llc 0 -100,00 0
2026-02-02 13F Avidian Wealth Solutions, LLC 45.265 -15,33 2.683 -12,75
2026-04-13 13F Mather Group, Llc. 16.120 0,00 879 -7,96
2026-01-27 13F Latitude Advisors, LLC 7.986 473
2026-02-13 13F Aptus Capital Advisors, LLC 32.150 0,66 1.906 3,70
2026-02-13 13F Goldstone Financial Group, LLC 14.581 864
2026-04-06 13F Washington Trust Advisors, Inc. 3.300 0,00 180 -7,69
2026-01-23 13F Curtis Advisory Group, LLC 0 -100,00 0
2026-04-08 13F McNaughton Wealth Management, LLC 11.992 -92,82 654 -93,39
2026-01-29 13F Concurrent Investment Advisors, LLC 202.337 29,68 11.995 33,65
2026-02-05 13F PAX Financial Group, LLC 93.415 -0,70 5.538 2,35
2026-04-15 13F Ffg Retirement Advisors Llc 88.680 4,63 4.837 -3,72
2026-02-11 13F Flagship Wealth Advisors, Llc 100.195 75,97 5.940 81,34
2026-04-08 13F FOCUS Wealth Advisors, LLC 10.920 0,00 596 -8,04
2026-04-10 13F Abound Wealth Management 271 -3,56 15 -12,50
2026-02-13 13F Brown Advisory Inc 560.799 1.359,50 33.244 1.404,25
2026-04-20 13F Godsey & Gibb Associates 510 0,00 28 -10,00
2026-01-26 13F Mirae Asset Global Investments Co., Ltd. 351.000 -4,88 20.807 -1,96
2026-02-12 13F Commonwealth Equity Services, Llc 359.751 -14,41 21.326 88.758,33
2026-04-17 13F United Advisor Group, LLC 14.338 8,90 782 0,26
2026-01-23 13F Sage Mountain Advisors LLC 107.683 0,00 6.383 3,07
2026-02-06 13F Associated Banc-corp 6.219 36,95 369 41,00
2026-02-09 13F MSH Capital Advisors LLC 16.899 11,94 1.002 15,32
2026-01-29 13F Vanguard Group Inc 3.734 0,51 221 3,76
2025-11-10 13F Choate Investment Advisors 0 -100,00 0
2026-04-15 13F Seacrest Wealth Management, Llc 8.529 131,64 465 113,30
2026-04-08 13F Birchbrook, Inc. 150 -66,67 8 -69,23
2026-02-17 13F Steffes Financial, Ltd. 3.824 227
2026-04-17 13F AdvisorNet Financial, Inc 2.500 -11,85 136 -19,05
2026-02-13 13F Wilkerson Advisory Group LLC 10.095 598
2026-02-17 13F Main Street Financial Solutions, LLC 6.726 -60,44 399 -59,26
2026-01-30 13F Jackson Hole Capital Partners, LLC 118 0,00 7 0,00
2026-02-17 13F United Capital Financial Advisers, Llc 573.072 33.972
2026-02-13 13F Ausdal Financial Partners, Inc. 15.136 -24,25 897 -21,93
2026-02-10 13F Redwood Financial Network Corp 3.630 0,00 215 3,37
2025-11-04 13F Pineridge Advisors LLC 0 -100,00 0
2026-01-28 13F EPG Wealth Management LLC 690 0,00 41 2,56
2025-11-06 13F Financial Advocates Investment Management 80.409 -7,54 4.625 2,10
2026-02-04 13F Nwam Llc 15.273 -52,22 901 -51,53
2026-02-03 13F International Assets Investment Management, Llc 2.188 130
2026-02-12 13F Insigneo Advisory Services, Llc 8.890 -8,67 527 -5,90
2026-02-03 13F Foronjy Financial Llc 62.890 -8,31 3.728 -5,50
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 -100,00 0
2026-02-17 13F Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 252.643 34,19 14.977 38,30
2026-02-04 13F Tsfg, Llc 246.889 19,37 15 27,27
2026-04-15 13F DAVENPORT & Co LLC 7.996 10,21 436 1,40
2026-04-17 13F Total Clarity Wealth Management, Inc. 14.597 -28,19 796 -33,89
2026-02-10 13F Fortis Advisors, LLC 4.488 0,16 266 3,50
2026-01-28 13F Caliber Wealth Management, LLC / KS 11.536 -0,42 684 2,55
2026-02-11 13F Buckingham Strategic Partners 34.560 2.049
2026-04-16 13F Lifelong Wealth Advisors, Inc. 138.803 11,82 7.572 2,89
2026-02-17 13F Wealth Architects, LLC 4.980 0,00 295 3,15
2026-01-20 13F Stratos Wealth Partners, LTD. 431.108 -14,17 25.556 -11,55
2026-03-12 13F Bawa N Mallick Trust 90.000 0,00 5.335 3,07
2026-04-08 13F Ccg Wealth Management, Llc 18.540 1.011
2026-01-28 13F Migdal Insurance & Financial Holdings Ltd. 111.148 1.942,04 7
2026-02-06 13F Advisory Alpha, LLC 6.493 18,27 385 21,14
2026-02-13 13F Y-Intercept (Hong Kong) Ltd 11.474 680
2026-04-14 13F Wealthcare Advisory Partners LLC 19.677 -8,92 1.073 -16,17
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-04-10 13F Perigon Wealth Management, LLC 23.561 3,00 1.285 -5,17
2026-02-06 13F Americana Partners, LLC 5.954 0,00 353 2,92
2026-02-10 13F Allen Investment Management LLC 61.636 0,00 3.654 3,05
2026-02-11 13F Insight Advisors, LLC/ PA 10.950 2,35 649 5,53
2026-01-22 13F Brookwood Investment Group LLC 7.301 74,54 433 80,00
2026-01-26 13F Milestones Private Investment Advisors LLC 20.533 4,53 1.217 7,79
2026-02-10 13F Savant Capital, LLC 9.359 0,00 555 2,97
2026-01-27 13F Keeler & Nadler Financial Planning & Wealth Management 5.181 0,00 307 3,02
2026-01-09 13F Carr Financial Group Corp 7.573 -1,53 449 1,36
2026-01-29 13F UMA Financial Services, Inc. 412.035 2,58 24.425 5,72
2026-02-20 13F Sunbelt Securities, Inc. 350 0,00 21 0,00
2026-04-14 13F Madrona Financial Services, LLC 19.175 -5,92 1.046 -13,49
2026-04-15 13F Retireful, LLC 13.427 -1,63 744 -8,60
2026-04-08 13F Sapient Capital Llc 40.183 0,00 2.192 -8,29
2026-02-09 13F Key FInancial Inc 1.892 0,00 112 2,75
2026-04-13 13F Creative Financial Designs Inc /adv 7.433 -68,80 405 -71,32
2026-02-10 13F Goldman Sachs Group Inc 436.691 56,20 25.887 60,99
2026-02-10 13F New Republic Capital, LLC 963 0,31 57 3,64
2026-02-11 13F Advocacy Wealth Management Services, LLC 1.152.408 5,27 68.315 8,49
2026-01-26 13F Wbh Advisory Inc 20.624 -0,07 1.223 2,95
2026-04-15 13F Valley National Advisers Inc 78 -6,02 0
2026-01-16 13F Oregon Pacific Wealth Management, LLC 3.617 214
2026-02-13 13F Integrated Wealth Concepts LLC 367.306 -14,72 21.774 -12,11
2026-02-12 13F Somerset Group LLC 5.000 0,00 297 3,48
2026-02-17 13F Warren Averett Asset Management, LLC 56.030 443,03 3.321 460,03
2026-04-07 13F Bulwark Capital Corp 48.535 -0,41 2.648 -8,38
2026-04-17 13F Stewardship Advisors, LLC 5.094 17,43 278 7,78
2026-02-03 13F Cassaday & Co Wealth Management LLC 6.557 8,88 389 12,14
2026-02-12 13F Bank Of Montreal /can/ 161.932 21,42 9.599 -93,15
2026-02-13 13F Capstone Wealth Management Group, Llc 161.674 -10,61 9.584 -7,87
2026-04-17 13F IFC & Insurance Marketing, Inc. 104.612 30,31 5.707 142.550,00
2026-01-30 13F Kiker Wealth Management, LLC 0 -100,00 0
2026-02-04 13F ELCO Management Co., LLC 9.750 0,00 578 3,04
2026-02-03 13F Apeiron RIA LLC 77.913 -24,72 4.619 -22,46
2026-02-17 13F Per Stirling Capital Management, LLC. 7.498 40,54 444 45,10
2026-04-15 13F Lighthouse Financial Services Inc /adv 172.963 2,03 10.101 0,52
2026-04-21 13F Retirement Planning Group, Llc / Ny 9.799 0,17 535 -7,77
2026-02-17 13F Hilltop Holdings Inc. 23.261 6,03 1.379 9,28
2026-02-10 13F Bnp Paribas Arbitrage, Sa 0 -100,00 0
2026-01-29 13F S.A. Mason LLC 2.600 0,00 154 3,36
2026-02-12 13F Federation des caisses Desjardins du Quebec 69.368 -15,27 4.112 -12,68
2026-02-12 13F Steward Partners Investment Advisory, Llc 103.296 4,10 6.123 7,29
2026-02-18 13F EP Wealth Advisors, Inc. 362.426 27,95 21.485 45,59
2026-02-06 13F Pnc Financial Services Group, Inc. 8.100 -0,76 480 2,35
2026-02-13 13F Pathstone Holdings, LLC 5.170 5,08 306 8,51
2026-04-10 13F Magnus Financial Group LLC 0 -100,00 0
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 29.589 -4,22 1.614 -11,85
2026-04-20 13F Minichmacgregor Wealth Management, Llc 4.317 -7,46 235 -14,86
2026-04-16 13F Capital Advisors, Ltd. LLC 30.479 53,31 2 0,00
2026-01-26 13F Elevation Capital Advisory, LLC 161.707 26,05 9.586 29,91
2026-01-29 13F Hobbs Wealth Management, LLC 157.257 1,25 9.322 4,35
2026-01-23 13F Rsm Us Wealth Management Llc 11.326 0,05 675 3,69
2025-11-12 13F Duncan Williams Asset Management, LLC 0 -100,00 0 -100,00
2026-02-06 13F Principle Wealth Partners Llc 2.467.017 -10,01 146.245 -7,25
2026-01-20 13F Steel Peak Wealth Management LLC 0 -100,00 0
2026-02-17 13F Susquehanna International Group, Llp 12.453 -58,20 738 -56,92
2026-02-17 13F Susquehanna International Group, Llp Call 4.800 -34,25 285 -32,22
2026-01-21 13F Greenleaf Trust 35.220 0,00 2.088 3,06
2026-01-20 13F Blue Rock Wealth Management LLC 9.950 2,58 590 5,75
2026-02-12 13F Summit Financial, LLC 252.968 -15,39 14.996 -12,80
2026-04-13 13F Runnymede Capital Advisors, Inc. 6.504 355
2026-02-05 13F BlueChip Wealth Advisors LLC 6.363 -17,42 377 -14,90
2026-01-16 13F Trust Co Of Vermont 239 0,00 14 7,69
2026-01-23 13F Smith, Moore & Co. 9.265 10,10 549 13,43
2026-02-17 13F Gallagher Fiduciary Advisors, LLC 58.705 -8,39 3.480 -5,56
2026-02-17 13F Russell Investments Group, Ltd. 1.480 -26,88 88 -25,00
2026-01-26 13F Harbor Asset Planning, Inc. 605 0,17 36 2,94
2026-02-17 13F IHT Wealth Management, LLC 10.203 -27,28 605 -25,15
2026-01-22 13F Bartlett & Co. Wealth Management Llc 15 1
2026-01-20 13F Austin Private Wealth, LLC 985.939 2,11 58.446 5,23
2026-01-26 13F Client First Capital LLC 114.595 -0,41 6.793 2,64
2026-02-12 13F Founders Financial Alliance, LLC 9.747 6,91 578 10,11
2026-02-10 13F Crescent Grove Advisors, LLC 117.638 0,00 6.974 3,06
2026-02-11 13F Alteri Wealth LLC 12.741 5,66 755 8,95
2026-02-17 13F Captrust Financial Advisors 40.577 9,42 2.405 12,75
2025-10-29 13F Tradewinds, LLC. 0 -100,00 0
2026-04-17 13F Weaver Capital Management LLC 38 -19,15 2 0,00
2026-01-28 13F Gentry Private Wealth, Llc 5.230 0,00 310 3,33
2026-01-27 13F PFG Advisors 258.331 23,51 15.314 27,28
2026-02-02 13F Truist Financial Corp 65.650 -12,21 3.892 -9,53
2026-02-10 13F Foundations Investment Advisors, LLC 25.357 -20,48 1.503 -18,05
2026-01-13 13F Kathmere Capital Management, LLC 14.463 857
2026-02-12 13F Grey Fox Wealth Advisors, LLC 0 -100,00 0
2026-02-17 13F/A Kovack Advisors, Inc. 4.553 270
2026-02-11 13F Wealthgarden F.s. Llc 8.945 7,52 528 8,88
2026-02-12 13F Hardworking Capital Advisors, LLC 22.102 1.310
2026-04-17 13F Sovereign Financial Group, Inc. 0 -100,00 0
2026-04-13 13F LexAurum Advisors, LLC 20.766 27,20 1.133 20,55
2026-04-09 13F Key Client Fiduciary Advisors, LLC 13.344 10,78 728 1,82
2026-02-17 13F Royal Bank Of Canada 1.651.117 8,26 97.878 11,57
2026-04-14 13F William Mack & Associates, Inc. 0 -100,00 0
2026-04-15 13F Fifth Third Securities, Inc. 9.893 -0,08 540 -8,02
2026-02-05 13F WealthPlan Investment Management, LLC 40.953 6,18 2.428 9,42
2025-11-13 13F M Holdings Securities, Inc. 0 -100,00 0
2026-01-14 13F Spire Wealth Management 22.541 2,27 1.336 5,45
2026-04-14 13F Prospera Financial Services Inc 8.301 -4,62 453 -12,21
2026-02-10 13F Root Financial Partners, LLC 1.760 0,00 104 2,97
2025-11-12 13F Headlands Technologies LLC 0 -100,00 0
2026-02-13 13F Perryman Financial Advisory Inc /ad 35.868 2.126
2026-04-14 13F Cdm Financial Counseling Services, Inc. 6.500 0,00 355 -8,05
2026-04-15 13F Cypress Wealth Services, LLC 10.862 -0,98 593 -8,92
2026-02-17 13F Bank Hapoalim Bm 262.000 0,00 16 0,00
2026-01-15 13F Cannon Advisors, Inc. 27.538 -7,68 1.624 -6,29
2026-01-13 13F Mayflower Financial Advisors, LLC 157.993 4,47 9.366 7,66
2026-02-10 13F Calton & Associates, Inc. 29.845 171,81 1.769 180,35
2026-02-04 13F Win Advisors, Inc 50.907 3.018
2026-02-10 13F Verus Capital Partners, Llc 40.425 9,71 2.396 13,07
2026-02-17 13F Centennial Bank/AR/ 53.750 -47,80 3.186 -46,21
2026-04-09 13F Life Line Wealth Management Llc 0 -100,00 0
2026-02-10 13F BKD Wealth Advisors, LLC 12.431 -1,24 737 1,66
2026-02-13 13F Baird Financial Group, Inc. 392.210 -0,39 23.250 2,66
2026-02-13 13F Arete Wealth Advisors, LLC 59.945 10,62 4 0,00
2026-03-19 13F Painted Porch Advisors LLC 0 -100,00 0
2026-04-14 13F Moller Financial Services 22.071 -13,28 1.204 -20,23
2026-04-20 13F Independent Wealth Network Inc. 0 -100,00 0
2026-02-11 13F Parallel Advisors, LLC 398 -21,65 24 -20,69
2026-02-12 13F WealthPLAN Partners, LLC 54.551 9,26 3.234 12,61
2026-02-13 13F Stifel Financial Corp 945.527 2,27 56.051 5,40
2026-02-17 13F Perennial Investment Advisors, LLC 3.757 -6,36 223 -3,48
2026-01-26 13F Cornerstone Wealth Group, LLC 8.130 0,00 482 3,00
2026-02-10 13F Florida Financial Advisors, Llc 21.784 -8,49 1.291 -5,70
2026-02-10 13F MainStreet Investment Advisors LLC 8.565 0,00 508 3,05
2026-02-06 13F Quantify Chaos Advisors, Llc 32.108 1.903
2026-01-30 13F American Capital Advisory, LLC 2.750 0,00 163 3,16
2026-04-21 13F Centennial Advisors, LLC 0 -100,00 0
2026-02-17 13F Pinnacle Family Advisors, LLC 105.992 31,88 6.283 35,94
2026-01-28 13F Diversified Enterprises, LLC 33.492 0,54 1.985 3,60
2026-02-13 13F Sofos Investments, Inc. 795 -10,57 47 -7,84
2026-02-17 13F Wiley Bros.-aintree Capital, Llc 63.204 8,94 3.648 9,29
2026-01-26 13F Lansing Street Advisors 21.154 -4,35 1.254 -1,42
2026-01-27 13F Security Financial Services, INC. 247.258 1,50 14.657 4,60
2026-02-17 13F Ameriflex Group, Inc. 0 -100,00 0
2026-02-11 13F Arsenal Capital Advisors LLC 10.943 649
2026-02-13 13F Aviso Wealth Management 5.322 4,74 315 7,88
2026-04-08 13F Archer Investment Management, LLC 0 -100,00 0
2026-04-14 13F Nbc Securities, Inc. 657 -98,11 36 -98,30
2026-02-04 13F Pensionmark Financial Group, Llc 164.439 -7,65 9.555 -6,71
2026-02-17 13F Vertex Planning Partners, LLC 171.491 1,11 10.166 4,19
2026-02-02 13F Del-Sette Capital Management, LLC 15.696 -2,33 930 0,65
2026-01-12 13F CVA Family Office, LLC 45 0,00 3 0,00
2026-02-17 13F Advisor Group Holdings, Inc. 2.838.230 66,10 168.251 75,78
2026-04-20 13F Chatterton & Associates Inc. 0 -100,00 0
2026-01-23 13F Keener Financial Planning LLC 0 -100,00 0
2026-02-19 13F Briggs Wealth Management, Inc 6.134 364
2026-02-06 13F Copia Wealth Management 57.497 -6,64 3.408 -3,78
2026-02-05 13F Dana Investment Advisors, Inc. 58.026 5,68 3.440 8,90
2026-01-21 13F Leo Wealth, LLC 62.363 17,28 3.697 20,86
2026-02-10 13F Theory Financial Llc 73.847 2,24 4.358 3,69
2026-02-10 13F Envestnet Asset Management Inc 1.981.406 0,89 117.458 3,97
2026-02-10 13F Godfrey Financial Associates, Inc. 84 5
2026-01-30 13F Kohmann Bosshard Financial Services, LLC 11.090 0,00 657 3,14
2026-01-29 13F Kickstand Ventures, Llc. 24.917 31,11 1.477 35,13
2026-02-17 13F Fortune 45 LLC 11.594 1,82 685 4,91
2026-04-13 13F Massmutual Trust Co Fsb/adv 8.565 -3,92 467 -11,55
2026-01-23 13F HBW Advisory Services LLC 86.136 2,69 5.106 5,85
2026-02-04 13F Fourth Dimension Wealth, LLC 200 0,00 12 0,00
2026-02-13 13F Mariner, LLC 229.729 -3,53 13.618 -0,58
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 11.415 -88,10 623 -89,06
2026-01-26 13F Transcendent Capital Group LLC 0 -100,00 0 -100,00
2026-02-10 13F Viawealth, Llc 3.950 0,00 234 3,08
2026-02-11 13F Empowered Funds, LLC 97.126 -33,29 5.926 -29,25
2026-04-08 13F High Point Wealth Management, LLC 2.038 0,15 111 -7,50
2026-02-02 13F PKS Advisory Services, LLC 3.385 201
2026-02-05 13F Atria Investments Llc 169.324 2,72 10.038 5,86
2026-01-23 13F Clear Creek Financial Management, LLC 50.080 15,72 2.969 19,24
2026-02-13 13F Icon Wealth Advisors, LLC 0 -100,00 0
2026-01-21 13F Capital Investment Advisory Services, LLC 1.023 32,51 61 36,36
2026-02-09 13F Keating Financial Advisory Services, Inc. 2.971 176
2026-02-06 13F Axxcess Wealth Management, Llc 30.860 2,94 1.829 6,09
2026-03-04 13F Stenger Family Office, LLC 78.084 -5,25 4.629 -5,78
2026-04-08 13F First Heartland Consultants, Inc. 11.346 -8,68 619 -16,03
2026-01-30 13F Samalin Investment Counsel, LLC 11.568 2,06 686 5,22
2026-02-09 13F GatePass Capital, LLC 10.692 161,93 634 170,51
2026-01-22 13F Granite Harbor Advisors, Inc. 3.855 0,16 229 3,17
2026-01-30 13F Us Bancorp \de\ 54.622 1,49 3.238 4,59
2026-02-13 13F Beacon Financial Advisory LLC 25.713 6,64 1.524 9,96
2026-02-13 13F Asset Allocation Strategies LLC 163.586 0,12 9.697 3,18
2026-01-26 13F Parcion Private Wealth LLC 6.188 0,00 367 3,10
2026-04-02 13F Fulcrum Equity Management 0 -100,00 0
2026-01-26 13F Reyes Financial Architecture, Inc. 0 -100,00 0
2026-02-06 13F Kingdom Financial Group LLC. 4.705 279
2026-02-04 13F MONECO Advisors, LLC 23.264 -0,03 1.379 3,06
2026-02-03 13F Cresta Advisors, Ltd. 49.706 2,39 2.947 5,52
2026-01-23 13F Assetmark, Inc 1.352 1,50 80 5,26
2026-02-12 13F Brown Brothers Harriman & Co 166 0,00 10 0,00
2026-02-12 13F Compass Capital Management, Inc 10.000 0,00 593 2,96
2026-04-08 13F Eclectic Associates Inc /adv 0 -100,00 0
2026-01-30 13F Wagner Wealth Management, Llc 67 0,00 4 0,00
2026-02-11 13F Goodman Advisory Group, LLC 156 9
2026-02-10 13F Rothschild Investment Llc 1.225 3,81 73 7,46
2026-04-03 13F Investors Research Corp 10.698 15,03 584 5,81
2026-01-30 13F Joel Isaacson & Co., LLC 12.658 0,13 750 3,16
2026-02-03 13F We Are One Seven, LLC 104.838 2,42 6.215 5,55
2026-04-10 13F Summit Financial Consulting LLC 63.246 17,17 3.450 7,85
2026-04-20 13F Global Financial Private Client, LLC 8.284 0,07 452 -7,96
2025-10-30 13F Twin Peaks Wealth Advisors, LLC 0 -100,00 0
2026-01-29 13F Almanack Investment Partners, LLC. 103.851 6.156
2026-04-17 13F Signal Advisors Wealth, LLC 38.670 -12,26 2.109 -19,26
2026-02-12 13F Resurgent Financial Advisors LLC 14.144 8,48 838 11,88
2026-02-19 13F WealthPoint Financial, LLC 69.239 4.104
2026-01-22 13F Pinnacle Bancorp, Inc. 697 0,14 41 2,50
2026-02-12 13F Oath Planning, LLC 4.239 251
2026-03-12 13F Nalls Sherbakoff Group, Llc 150 0,00 9 60,00
2025-11-12 13F NewSquare Capital LLC 0 -100,00 0
2026-02-02 13F Millstone Evans Group, LLC 636 0,00 38 2,78
2026-02-18 13F Beacon Pointe Advisors, LLC 21.955 -1,75 1.301 1,25
Other Listings
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista