MUB / iShares Trust - iShares National Muni Bond ETF - Institutionelt ejerskab - Sælgere

iShares Trust - iShares National Muni Bond ETF
US ˙ ARCA ˙ US4642884146

Institutionelt og fondsejerskab - Sælgere

Denne side viser institutioner, fonde og større aktionærer, der har reduceret beholdninger eller lukket deres positioner i deres seneste rapporteringsperiode. Røde rækker angiver lukkede positioner. Klik på linkikonet for at se den fulde transaktionshistorik.

Opgrader for at låse op for premium-data.

Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2026-05-14 13F Empower Advisory Group, LLC 3.195 -34,29 339 -34,81
2026-04-09 13F Avenue 1 Advisors, LLC 108.068 -3,93 11.471 -4,79
2026-02-17 13F Wellington Management Group Llp 0 -100,00 0
2026-04-30 13F Acorn Wealth Advisors, LLC 4.773 -1,93 507 -2,88
2026-04-29 13F LiftPoint Family Wealth Advisors LLC 30.519 -2,54 3.240 -3,40
2026-04-28 13F Argonautica Private Wealth Management, Inc 5.512 -17,03 585 -17,72
2026-05-01 13F Abound Financial, Llc 0 -100,00 0
2026-04-23 13F Forum Financial Management, LP 25.452 -8,13 2.702 -8,97
2026-04-07 13F Signaturefd, Llc 1.126.750 -3,16 119.605 -4,03
2026-04-27 13F Greenleaf Trust 39.148 -4,10 4.156 -4,96
2026-02-20 13F Waterford Advisors, LLC 0 -100,00 0
2026-05-04 13F One Wealth Capital Management, Llc 69.505 -5,74 7.458 -5,58
2026-05-13 13F D L Carlson Investment Group Inc 4.164 -80,88 442 -81,05
2026-05-11 13F Per Stirling Capital Management, LLC. 0 -100,00 0
2026-05-15 13F Rehmann Capital Advisory Group 14.690 -3,62 1.559 -4,47
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 492.231 -40,07 52.418 -40,59
2026-04-24 13F Cannon Advisors, Inc. 13.899 -1,70 1.475 -3,15
2026-05-08 13F NorthStar Asset Management LLC /NJ/ 3.946 -7,04 419 -7,93
2026-04-30 13F Hsbc Holdings Plc 388.912 -1,76 41.283 -2,64
2026-05-15 13F First Manhattan Co 2.306 -2,04 245 -3,17
2026-05-04 13F Summit Wealth Group, LLC 81.731 -0,04 8.676 -0,95
2026-04-08 13F Miracle Mile Advisors, LLC 57.214 -63,35 6.073 -63,67
2026-01-21 13F West Paces Advisors Inc. 0 -100,00 0
2026-04-09 13F Stewardship Concepts Financial Services Llc 4.095 -2,03 435 -2,91
2026-02-13 13F Manufacturers Life Insurance Company, The 0 -100,00 0
2026-04-28 13F ORG Wealth Partners, LLC 4.008 -1,16 425 -2,07
2026-05-11 13F OpenArc Corporate Advisory, LLC 116.628 -6,28 12.380 -7,11
2026-04-24 13F Slow Capital, Inc. 201.707 -0,60 21.411 -1,49
2026-05-08 13F SHP Wealth Management 804 -30,09 85 -30,89
2026-05-07 13F ESL Trust Services, LLC 660 -18,32 70 -18,60
2026-04-15 13F Trust Point Inc. 0 -100,00 0
2026-05-14 13F Kayne Anderson Rudnick Investment Management Llc 75.413 -0,23 7.997 -0,99
2026-05-15 13F Warren Averett Asset Management, LLC 114.968 -2,14 12.204 -3,02
2026-01-23 13F Beacon Harbor Wealth Advisors, Inc. 0 -100,00 0
2026-05-05 13F Smith, Moore & Co. 6.131 -6,74 651 -7,67
2026-05-07 13F Vision Retirement, LLC 13.700 -29,14 1.454 -29,76
2026-04-22 13F TBH Global Asset Management, LLC 17.578 -1,26 1.866 -2,15
2026-05-05 13F BCGM Wealth Management, LLC 41.932 -2,96 4.451 -3,82
2026-05-13 13F Crews Bank & Trust 8.785 -0,45 933 -1,38
2026-04-14 13F Seven Mile Advisory 0 -100,00 0
2026-04-30 13F Financial Freedom, LLC 192 -90,21 20 -90,48
2026-04-20 13F Eagle Strategies LLC 12.461 -7,92 1.323 -8,76
2026-05-07 13F Rice Partnership, LLC 470 -25,63 50 -26,87
2026-04-30 13F Opus Capital Group, LLC 42.135 -0,78 4 0,00
2026-01-05 13F GoalVest Advisory LLC 0 -100,00 0
2026-04-21 13F Rooted Wealth Advisors, Inc. 9.192 -29,93 987 -30,05
2026-05-15 13F Charles Schwab Investment Management Inc 14.528 -44,94 1.542 -45,44
2026-04-22 13F Stone Point Wealth LLC 7.896 -1,29 838 -2,10
2026-04-14 13F Spectrum Investment Advisors, Inc. 6.960 -18,93 739 -19,70
2026-04-24 13F Swmg, Llc 4.370 -1,00 464 -2,53
2026-04-23 13F Investment Planning Advisors, Inc. 11.129 -23,52 1.181 -24,20
2026-01-23 13F Aspect Partners, LLC 0 -100,00 0
2026-04-29 13F Cary Street Partners Financial Llc 30.282 -5,28 3.214 -6,13
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0 -100,00
2026-04-10 13F Aquire Wealth Advisors, LLC 103.929 -1,46 11.032 -2,34
2026-04-28 13F/A FLP Wealth Management, LLC 9.516 -52,88 1.010 -53,31
2026-04-27 13F Evolution Wealth Management Inc. 0 -100,00 0
2026-05-15 13F KM Capital Management Ltd. 0 -100,00 0
2026-04-27 13F Arcadia Wealth Management, LLC 0 -100,00 0
2026-05-13 13F GeoWealth Management, LLC 4.341 -11,93 461 -12,71
2026-02-11 13F TCTC Holdings, LLC 0 -100,00 0
2026-04-20 13F Davidson Trust Co 5.140 -0,43 546 -1,27
2026-04-30 13F Beacon Financial Group 4.902 -0,99 520 -1,89
2026-04-21 13F Paradigm Financial Partners, Llc 5.665 -4,15 601 -5,06
2026-04-29 13F Nilsine Partners, LLC 6.842 -0,73 735 -0,54
2026-05-13 13F Tobias Financial Advisors, Inc. 4.263 -0,33 453 -1,31
2026-02-12 13F von Borstel & Associates, Inc. 0 -100,00 0
2026-05-11 13F Integrity Advisory Solutions, LLC 15.364 -3,60 1.631 -4,51
2026-01-30 13F Activest Wealth Management 0 -100,00 0
2026-02-12 13F Strive Asset Management, LLC 0 -100,00 0
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-05-08 13F Joseph Group Capital Management 26.719 -9,90 2.836 -10,71
2026-04-21 13F Wise Wealth Partners 3.925 -4,36 417 -5,24
2026-04-13 13F Ullmann Financial Group, Inc. 90.395 -3,80 9.595 -4,99
2026-05-07 13F Lowe Brockenbrough & Co Inc 18.239 -4,03 1.936 -4,86
2026-05-06 13F Florin Court Capital LLP 10.200 -12,82 1.083 -13,65
2026-05-05 13F Leo Wealth, LLC 3.294 -68,15 350 -68,47
2026-04-21 13F Yardley Wealth Management LLC 12.116 -1,16 1.286 -1,98
2026-05-05 13F Putnam Fl Investment Management Co 57.059 -13,05 6.057 -13,83
2026-01-15 13F My Personal CFO, LLC 0 -100,00 0
2026-04-27 13F Koshinski Asset Management, Inc. 12.770 -0,68 1.356 -1,60
2026-05-05 13F Collaborative Wealth Managment Inc. 5.049 -83,34 536 -83,52
2026-04-14 13F Wealthcare Advisory Partners LLC 522.191 -2,11 55.431 -2,99
2026-04-21 13F Foster & Motley Inc 36.937 -33,04 4 -40,00
2026-05-01 13F Mutual Advisors, LLC 18.737 -6,85 1.989 -7,71
2026-04-22 13F Cornerstone Wealth Group, LLC 0 -100,00 0
2026-04-21 13F Waterway Wealth Management, LLC 175.740 -8,58 18.655 -9,40
2026-04-29 13F Sigma Investment Counselors Inc 3.264 -26,39 346 -27,00
2026-04-14 13F OLIO Financial Planning 4.915 -0,43 522 -1,33
2026-04-23 13F SevenBridge Financial Group, LLC 32.074 -7,03 3.442 -7,35
2026-04-30 13F Manning & Napier Advisors Llc 492.741 -1,55 52.304 -2,43
2026-04-16 13F Rockland Trust Co 0 -100,00 0
2026-04-16 13F Birch Financial Group, Llc 14.107 -0,97 1.497 -1,84
2026-05-12 13F Bnp Paribas Arbitrage, Sa 80.600 -60,32 8.556 -60,68
2026-05-04 13F Wolverine Asset Management Llc 1.456 -67,64 155 -67,37
2026-05-11 13F SCS Capital Management LLC 135.674 -11,98 14.402 -12,77
2026-02-13 13F Palisade Asset Management, LLC 0 -100,00 0
2026-05-11 13F Insight Advisors, LLC/ PA 3.850 -0,67 409 -1,69
2026-04-07 13F Carolina Wealth Advisors, LLC 0 -100,00 0
2026-05-12 13F Strategic Wealth Partners, Ltd. 2.862 -8,45 304 -9,28
2026-04-15 13F Valley National Advisers Inc 3.368 -9,78 0
2026-04-22 13F Traveka Wealth, LLC 47.810 -0,10 5.075 -0,99
2026-02-09 13F McGinn Investment Management, Inc. 0 -100,00 0
2026-04-20 13F Inscription Capital, LLC 10.336 -2,15 1.097 -3,01
2026-02-13 13F Seneschal Advisors, LLC 0 -100,00 0
2026-02-12 13F Leigh Baldwin & Co., Llc 0 -100,00 0
2026-04-23 13F Scissortail Wealth Management, LLC 0 -100,00 0
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 986 -6,81 105 -7,96
2026-04-28 13F Integrated Advisors Network LLC 112.322 -34,93 11.923 -35,51
2026-02-10 13F Garde Capital, Inc. 0 -100,00 0
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-04-22 13F Shotwell Rutter Baer Inc 5.627 -5,33 597 -6,57
2026-04-28 13F Ntv Asset Management Llc 3.033 -27,77 322 -28,51
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-05-08 13F Blair William & Co/il 36.931 -1,97 3.920 -2,85
2026-05-14 13F Horiko Capital Management Llc 98.600 -11,89 10.466 -12,67
2026-04-13 13F Creative Financial Designs Inc /adv 25.559 -3,25 2.713 -4,10
2026-04-28 13F Whittier Trust Co Of Nevada Inc 25.408 -2,43 2.705 -3,32
2026-04-15 13F Archford Capital Strategies, LLC 11.327 -0,51 1.202 -1,39
2026-05-15 13F Capstone Financial Advisors, Inc. 16.175 -15,95 1.717 -16,74
2026-04-28 13F Golden State Wealth Management, LLC 883 -68,78 94 -69,21
2026-05-15 13F Larson Financial Group LLC 26.391 -23,23 2.801 -23,91
2026-05-15 13F Dean Investment Associates, Llc 11.059 -26,40 1.174 -27,10
2026-05-04 13F/A DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0 -100,00 0
2026-04-17 13F Boston Private Wealth Llc 66.978 -13,60 7.110 -14,38
2026-04-30 13F Csenge Advisory Group 29.026 -4,69 3.081 -5,52
2026-04-17 13F Discipline Wealth Solutions, LLC 6.349 -3,44 674 -4,40
2026-05-27 13F Allen Capital Group, LLC 10.130 -7,93 1.075 -8,74
2026-02-27 13F Instrumental Wealth, Llc 0 -100,00 0 -100,00
2026-04-27 13F PFG Investments, LLC 7.620 -0,63 809 -1,58
2026-05-08 13F Maple Capital Management, Inc. 3.597 -5,02 382 -5,93
2026-05-15 13F Advisory Services Network, LLC 142.530 -14,83 15.130 -15,59
2026-02-04 13F AIFG Consultants Ltd. 3.722 -4,24 399 -3,63
2026-05-08 13F Pnc Financial Services Group, Inc. 7.185.272 -2,06 762.717 -2,93
2026-04-27 13F Td Private Client Wealth Llc 70.091 -10,29 7.440 -11,09
2026-05-05 13F Sofi Wealth, Llc 620.897 -1,72 65.908 -2,60
2026-05-06 13F Cornerstone Financial Group, LLC /NE/ 8.804 -0,36 940 -0,63
2026-04-14 13F Northwest Wealth Management, Llc 0 -100,00 0
2026-05-12 13F IFG Advisory, LLC 0 -100,00 0
2026-05-06 13F Gryphon Financial Partners LLC 2.202 -0,90 234 -1,69
2026-05-05 13F Keyvantage Wealth, Llc 6.698 -0,07 711 -0,98
2026-04-23 13F Howard Bailey Securities, Llc 0 -100,00 0
2025-12-08 13F Tull Financial Group, Inc. 0 -100,00 0 -100,00
2026-05-05 13F Wagner Wealth Management, Corp 5.724 -6,46 608 -7,33
2026-01-20 13F Austin Private Wealth, LLC 35.051 -30,99 3.754 -30,58
2026-02-13 13F RFP Financial Group LLC 0 -100,00 0
2026-05-05 13F Cannon Wealth Management Services, LLC 3.978 -11,87 422 -12,63
2026-04-13 13F ONE Advisory Partners, LLC 51.374 -1,24 5.453 -2,12
2026-02-03 13F Investment Management Associates Inc /adv 0 -100,00 0
2026-05-04 13F Chicago Partners Investment Group LLC 30.006 -11,66 3.220 -11,90
2026-04-27 13F Capital Financial Group Inc\co\ /adv 15.695 -1,18 1.666 -2,06
2026-05-06 13F Diversified Portfolios, Inc. 122.698 -1,55 13.024 -2,43
2026-05-13 13F Invst, LLC 5.980 -18,37 635 -19,13
2026-02-14 13F Berkshire Asset Management Llc/pa 0 -100,00 0
2026-05-12 13F Turning Point Benefit Group, Inc. 0 -100,00 0
2026-04-16 13F Genesis Private Wealth, Llc 0 -100,00 0
2026-05-01 13F Hantz Financial Services, Inc. 208 -32,69 0
2026-05-05 13F Net Worth Advisory Group 6.977 -2,95 741 -3,90
2026-04-17 13F Stewardship Advisors, LLC 5.248 -14,90 557 -15,61
2026-05-11 13F Bailard, Inc. 22.031 -6,16 2.339 -7,00
2026-04-21 13F Sage Financial Management Group, Inc. 12.777 -0,58 1.356 -1,45
2026-05-13 13F AE Wealth Management LLC 169.836 -62,24 18.028 -62,58
2026-04-10 13F RTD Financial Advisors, Inc. 169.457 -3,19 17.988 -4,06
2026-04-28 13F Kanawha Capital Management Llc 2.012 -9,08 214 -10,13
2026-05-08 13F Idaho Trust Bank 0 -100,00 0
2026-05-15 13F AlphaCore Capital LLC 13.135 -13,53 1.394 -14,32
2026-04-08 13F Cambridge Financial Group, LLC 2.246 -35,57 238 -36,19
2026-05-12 13F Stephenson & Company, Inc. 21.942 -11,19 2.329 -11,98
2026-04-23 13F Kagan Cocozza Asset Management 3.390 -12,74 360 -13,70
2026-04-13 13F Chesley Taft & Associates LLC 139.393 -1,70 14.797 -2,58
2026-05-01 13F Global Wealth Management Investment Advisory, Inc. 6.344 -31,31 673 -31,95
2026-02-06 13F Eqis Capital Management, Inc. 0 -100,00 0
2026-02-11 13F United Financial Planning Group LLC 0 -100,00 0
2026-04-20 13F Greenup Street Wealth Management Llc 10.734 -15,81 1.139 -16,56
2026-04-30 13F Accredited Investors Inc. 6.813 -4,43 723 -5,24
2026-05-15 13F Real Talk Capital, LLC 6.650 -2,31 706 -3,29
2026-04-07 13F CoreCap Advisors, LLC 8.275 -1,45 878 -2,34
2026-04-13 13F Physician Wealth Solutions Inc. 25.069 -0,04 2.661 -0,93
2026-05-05 13F Ackerman Capital Advisors, LLC 284.162 -5,36 30.164 -6,21
2026-04-08 13F Erickson Financial Group, LLC 4.322 -1,05 459 -1,93
2026-05-14 13F Hrt Financial Lp 3.287 -99,09 0 -100,00
2026-04-24 13F Balentine LLC 330.343 -53,36 35.066 -53,78
2026-05-08 13F SYM FINANCIAL Corp 0 -100,00 0
2026-05-21 13F Verus Capital Partners, Llc 36.083 -1,78 3.830 -2,64
2026-04-29 13F American Wealth Advisors, LLC 0 -100,00 0
2026-05-14 13F Beaird Harris Wealth Management, LLC 40.102 -2,38 4.257 -3,25
2026-01-30 13F First Citizens Investor Services, Inc. 85.904 -2,13 9.201 -1,55
2026-05-08 13F Riverwater Partners LLC 0 -100,00 0
2026-05-07 13F BlueStem Wealth Partners, LLC 2.601 -30,90 276 -31,51
2026-02-13 13F Police & Firemen's Retirement System of New Jersey 0 -100,00 0
2026-04-10 13F Waldron Private Wealth LLC 214.253 -1,59 22.743 -2,47
2026-05-06 13F Gray Private Wealth, LLC 6.403 -12,67 680 -13,50
2026-05-13 13F Choate Investment Advisors 717.755 -38,42 76.190 -38,97
2026-01-28 13F Libra Wealth Llc 0 -100,00 0
2026-05-01 13F Connecticut Wealth Management, LLC 80.571 -25,48 8.553 -26,15
2026-05-15 13F D. E. Shaw & Co., Inc. 0 -100,00 0
2026-05-12 13F Motley Fool Wealth Management, LLC 0 -100,00 0
2026-04-22 13F Spire Wealth Management 10.911 -1,20 1.158 -2,03
2026-05-29 13F Keel Point, LLC 9.471 -0,22 1.005 -1,08
2026-05-04 13F Blake Schutter Theil Wealth Advisors, LLC 10.879 -0,82 1.155 -1,70
2026-05-14 13F Zacks Investment Management 3.844 -1,84 408 -2,63
2026-04-23 13F Caliber Wealth Management, LLC / KS 31.392 -48,90 3.332 -49,36
2026-05-11 13F Brooklyn FI, LLC 132.603 -4,99 14.076 -5,84
2026-05-18 13F Edgestream Partners, L.P. 44.696 -13,54 4.744 -14,32
2026-04-15 13F NorthAvenue LLC 295 -69,93 31 -70,48
2026-04-24 13F National Asset Management, Inc. 10.177 -0,80 1.078 -1,82
2026-01-23 13F Bowman & Co S.C. 11.090 -5,05 1.188 -4,51
2026-04-30 13F IMPACTfolio, LLC 67.402 -16,23 7.155 -16,98
2026-04-14 13F SigFig Wealth Management, LLC 19.277 -2,70 2.046 -3,54
2026-04-07 13F Anderson Hoagland & Co 54.248 -0,93 5.758 -1,81
2026-04-22 13F Clarity Wealth Development LLC 2.143 -1,24 227 -2,16
2026-05-08 13F Financial Strategies Group, Inc. 24.118 -2,01 2.591 -2,01
2026-05-05 13F Westover Capital Advisors, LLC 42.995 -0,70 4.564 -1,60
2026-04-28 13F Lansing Street Advisors 17.314 -4,61 1.838 -5,50
2026-04-29 13F Rye Brook Capital LLC 0 -100,00 0
2026-04-23 13F Wheelhouse Advisory Group LLC 1.996 -9,52 212 -10,59
2026-04-17 13F First Citizens Asset Management, Inc. 62.412 -31,19 6.625 -31,80
2026-05-05 13F Prairieview Wealth Partners, Llc 81.397 -2,66 8.640 -3,53
2026-05-05 13F Gallacher Capital Management LLC 2.375 -12,97 252 -13,70
2026-04-27 13F Wealthstar Advisors, Llc 0 -100,00 0
2026-04-10 13F Armstrong Advisory Group, Inc 5.680 -21,31 603 -22,12
2026-05-08 13F StrongBox Wealth, LLC 0 -100,00 0
2026-05-14 13F North Dallas Bank & Trust Co 59.698 -6,54 6.337 -7,38
2026-05-15 13F Transamerica Financial Advisors, Inc. 85 -56,63 9 -57,14
2026-02-17 13F North Capital, Inc. 0 -100,00 0
2026-05-16 13F Opal Capital Llc 0 -100,00 0
2026-04-22 13F Vannoy Advisory Group, Inc. 47.807 -1,38 5.075 -2,27
2026-05-05 13F M3 Wealth Management, LLC 0 -100,00 0 -100,00
2026-04-27 13F River's Edge Wealth Management, Llc 10.693 -1,53 1.148 -2,30
2026-05-14 13F Financial Sense Advisors, Inc. 5.439 -20,30 577 -20,96
2026-05-14 13F Thryve Wealth Management Llc 7.011 -73,04 744 -73,29
2026-04-14 13F LifeGoal Wealth Advisors 4.706 -27,14 500 -27,64
2026-02-11 13F Rise Advisors, LLC 0 -100,00 0
2026-04-13 13F Arkansas Financial Group, Inc. 44.755 -3,20 4.778 -3,51
2026-05-11 13F RiverFront Investment Group, LLC 13.604 -1,26 1.444 -2,10
2026-01-30 13F W.G. Shaheen & Associates DBA Whitney & Co 0 -100,00 0 -100,00
2026-01-27 13F Deroy & Devereaux Private Investment Counsel Inc 0 -100,00 0
2026-05-05 13F Beaumont Financial Advisors, LLC 13.919 -4,34 1.477 -5,20
2026-05-05 13F Steel Peak Wealth Management LLC 26.752 -20,09 2.840 -20,81
2026-05-04 13F Inlight Wealth Management, LLC 0 -100,00 0
2026-04-02 13F Hilltop National Bank 1.988 -48,59 211 -49,03
2026-05-13 13F Adviser Investments LLC 2.331.591 -1,49 247.498 -2,38
2026-04-14 13F BSW Wealth Partners 94.636 -4,75 10.046 -5,60
2026-04-07 13F Myecfo, Llc 10.961 -8,30 1.164 -9,14
2026-01-21 13F MBA Advisors LLC 0 -100,00 0
2026-04-28 13F Stephens Inc /ar/ 17.510 -1,45 1.859 -2,36
2026-05-09 13F MSH Capital Advisors LLC 3.752 -36,43 398 -37,03
2026-05-05 13F HighTower Advisors, LLC 1.737.213 -0,87 184.406 -1,76
2026-04-23 13F Cornerstone Wealth Management, LLC 20.107 -20,13 2.134 -20,85
2026-04-27 13F Pensionmark Financial Group, Llc 171.015 -12,91 18.153 -13,68
2026-05-06 13F Private Wealth Asset Management, LLC 9.381 -15,99 996 -16,81
2026-04-14 13F Portfolio Resources Advisor Group, Inc. 0 -100,00 0
2026-05-15 13F Wellspring Financial Advisors, LLC 5.478 -18,69 581 -19,42
2026-02-05 13F Blume Capital Management, Inc. 0 -100,00 0
2026-04-29 13F Strategic Blueprint, LLC 36.253 -14,41 3.848 -15,17
2026-05-15 13F Cape Investment Advisory, Inc. 2.110 -11,86 224 -12,89
2026-02-11 13F Brand Asset Management Group, Inc. 0 -100,00 0
2026-05-04 13F Optima Capital Llc 0 -100,00 0
2026-05-05 13F Prosperity Consulting Group, LLC 61.445 -0,50 6.522 -1,39
2026-04-15 13F Code Waechter LLC 9.454 -10,63 1.004 -11,47
2026-05-12 13F M Holdings Securities, Inc. 14.780 -0,69 2 0,00
2026-05-07 13F Key Capital Management, INC 1.437 -85,56 153 -85,74
2026-02-13 13F Silicon Valley Capital Partners 0 -100,00 0
2026-05-14 13F Rockbridge Investment Management, LCC 7.022 -2,61 745 -3,50
2026-05-15 13F Brown Advisory Inc 58.883 -2,08 6.250 -2,97
2026-05-27 13F Westshore Wealth, LLC 4.373 -3,61 464 -4,33
2026-05-14 13F Galvin, Gaustad & Stein, LLC 38.011 -7,51 4.035 -8,36
2026-05-12 13F Bear Mountain Capital, Inc. 2.292 -98,97 246 -98,98
2026-04-20 13F Balance Wealth, LLC 9.372 -9,54 995 -10,37
2026-04-23 13F Private Wealth Management Group, LLC 66.780 -5,36 7.089 -6,21
2026-04-30 13F Pearl Planning LLC 17.134 -1,23 1.819 -2,15
2026-05-11 13F Mattson Financial Services, LLC 18.976 -2,46 2.014 -3,31
2026-05-01 13F Consilio Wealth Advisors, Llc 11.986 -4,33 1.272 -5,15
2026-05-11 13F Oxford Wealth Group, LLC 0 -100,00 0
2026-04-28 13F Quent Capital, LLC 1.042 -6,88 111 -7,56
2026-04-28 13F MBL Wealth, LLC 0 -100,00 0
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-04-29 13F Orin Green Financial, LLC 84.419 -5,14 8.961 -5,99
2026-04-22 13F Jim Saulnier & Associates, Llc 0 -100,00 0
2026-05-07 13F Continuum Wealth Advisors, Llc 0 -100,00 0
2026-05-15 13F Breakwater Investment Management 6.098 -26,36 647 -26,98
2026-05-15 13F Wealth Watch Advisors, INC 0 -100,00 0
2026-05-13 13F First Citizens Bank & Trust Co 204.025 -6,96 21.657 -7,79
2026-04-24 13F Patten Group, Inc. 19.235 -1,48 2.042 -2,39
2026-04-09 13F Veracity Capital LLC 9.165 -2,21 973 -3,09
2026-04-17 13F Signal Advisors Wealth, LLC 0 -100,00 0
2026-05-12 13F Tiaa Trust, National Association 272.630 -95,25 28.940 -95,29
2026-05-05 13F Midwestern Financial, LLC /IA 9.274 -6,59 984 -7,43
2026-04-20 13F Concurrent Investment Advisors, LLC 0 -100,00 0 -100,00
2026-04-06 13F Hiley Hunt Wealth Management 3.666 -0,78 389 -1,52
2026-01-12 13F Sentinel Pension Advisors Inc 0 -100,00 0
2026-03-16 13F Osbon Capital Management Llc 0 -100,00 0
2026-04-20 13F TFB Advisors LLC 0 -100,00 0
2026-05-08 13F Clarion Wealth Managment Partners, LLC 5.480 -1,97 582 -2,84
2026-02-17 13F Fairscale Capital, LLC 0 -100,00 0
2026-04-30 13F BRYN MAWR TRUST Co 871 -88,52 92 -88,67
2026-04-13 13F Kelly Financial Services LLC 3.827 -54,39 406 -54,79
2026-04-23 13F Etesian Wealth Advisors, Inc. 7.386 -0,83 784 -1,63
2026-05-13 13F Kingdom Financial Group LLC. 19.944 -89,87 2.117 -89,96
2026-01-20 13F American National Bank 0 -100,00 0
2026-04-21 13F Old National Bancorp /in/ 6.907 -6,75 733 -7,57
2026-04-08 13F Whitcomb & Hess, Inc. 2.645 -0,94 281 -2,44
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 220.186 -12,98 23.362 -13,76
2026-05-07 13F Zevin Asset Management Llc 7.479 -63,65 794 -64,00
2026-05-15 13F Fmr Llc 21.943.710 -1,59 2.329.325 -2,47
2026-04-15 13F 21 West Wealth Management LLC 57.444 -0,56 6.098 -1,45
2026-04-23 13F Signature Securities Group Corporation 0 -100,00 0
2026-05-15 13F Signal Tree Financial Partners Llc 22.815 -5,02 2.422 -5,87
2026-04-29 13F Axxcess Wealth Management, Llc 0 -100,00 0
2026-02-11 13F Cedar Mountain Advisors, LLC 0 -100,00 0
2026-05-15 13F Equitable Holdings, Inc. 373.948 -17,25 40.053 -17,26
2026-05-13 13F Cynosure Management, Llc 8.332 -59,44 884 -59,82
2026-04-08 13F Lpwm Llc 18.927 -6,65 2.009 -7,46
2026-04-14 13F Juncture Wealth Strategies, Llc 11.617 -5,87 1.233 -6,66
2026-05-05 13F Tortoise Investment Management, LLC 8.266 -4,55 877 -5,39
2026-05-15 13F Susquehanna International Group, Llp 6.552 -42,92 695 -43,45
2026-04-27 13F Forte Asset Management Llc 15.773 -5,19 1.674 -6,01
2026-04-24 13F Northwest Financial Advisors 2.145 -34,76 228 -35,51
2026-05-08 13F Coldstream Capital Management Inc 522.464 -3,99 55.460 -4,85
2026-05-15 13F Second Line Capital, LLC 2.273 -0,18 244 0,00
2026-05-05 13F Clarity Asset Management, Inc. 64.760 -11,78 6.874 -12,57
2026-04-10 13F Capital Advantage, Inc. 0 -100,00 0
2026-02-17 13F Harvey Capital Management Inc 0 -100,00 0
2026-04-22 13F Coastal Investment Advisors, Inc. 1.253 -11,07 133 -11,33
2026-01-28 13F Boyd Wealth Management, LLC 0 -100,00 0
2026-02-06 13F Mach-1 Financial Group, Inc. 0 -100,00 0
2026-04-21 13F North Forty Two & Co. 10.381 -7,98 1.102 -8,86
2026-04-07 13F Heartwood Wealth Advisors LLC 11.911 -2,50 1.264 -3,36
2026-05-01 13F Richardson Financial Services Inc. 688 -38,95 73 -38,14
2026-04-21 13F Oak Wealth Advisors LLC 11.028 -1,84 1.171 -2,74
2026-05-08 13F Millington Financial Advisors, LLC 0 -100,00 0
2026-04-22 13F Detalus Advisors, LLC 21.981 -7,79 2.333 -8,62
2026-05-01 13F Citizens Financial Group Inc/ri 133.555 -1,86 14.177 -2,74
2026-05-13 13F Ameritas Investment Partners, Inc. 38.254 -1,36 4.061 -2,24
2026-05-01 13F/A Kohmann Bosshard Financial Services, LLC 6.205 -3,62 659 -4,50
2026-05-12 13F Cannon Financial Strategists, Inc. 28.636 -0,76 3.040 -1,65
2026-05-14 13F Bernard Wealth Management Corp. 1.388 -20,09 147 -20,97
2026-05-14 13F Evoke Wealth, Llc 3.715 -16,80 394 -17,57
2026-05-01 13F Compass Financial Services Inc 0 -100,00 0
2026-05-11 13F Allstate Corp 1.733.524 -42,53 184.014 -43,05
2026-04-28 13F Philip James Wealth Mangement, LLC 3.270 -3,48 347 -4,14
2026-04-23 13F Accurate Wealth Management, LLC 2.502 -87,25 267 -87,36
2026-04-24 13F Charter Oak Capital Management, LLC 3.364 -13,99 357 -14,59
2026-05-13 13F Godshalk Welsh Capital Management, Inc. 11.550 -5,71 1.226 -6,55
2026-05-13 13F Petra Financial Advisors Inc 11.495 -5,35 1.220 -6,15
2026-05-05 13F Howard Capital Management Inc. 0 -100,00 0
2026-04-29 13F CFS Investment Advisory Services, LLC 31.942 -1,43 3.430 -1,21
2026-05-04 13F Sigma Planning Corp 90.555 -0,19 9.612 -1,08
2026-04-23 13F Columbia Advisory Partners Llc 2.929 -17,61 311 -18,42
2026-01-23 13F Stanich Group LLC 0 -100,00 0
2026-04-09 13F Firethorn Wealth Partners, Llc 5.493 -0,56 583 -1,35
2026-02-11 13F Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0 -100,00 0
2026-05-06 13F Fidelis Capital Partners, LLC 2.991 -9,34 318 -10,20
2026-04-30 13F Nisa Investment Advisors, Llc 115.165 -3,90 12.225 -4,77
2026-04-10 13F TCP Asset Management, LLC 4.387 -3,07 466 -3,93
2026-04-10 13F Voisard Asset Management Group, Inc. 25.603 -3,69 2.718 -4,57
2026-04-29 13F Cambridge Capital Management, Llc 11.098 -1,08 1.178 -1,92
2026-04-28 13F BLB&B Advisors, LLC 1.948 -8,97 207 -10,04
2026-04-14 13F Opal Wealth Advisors, LLC 1.917 -29,70 203 -30,48
2026-04-27 13F Capital Investment Services of America, Inc. 53.579 -1,92 5.687 -2,80
2026-05-06 13F Bessemer Group Inc 647.017 -5,85 69 -6,85
2026-04-16 13F Stephen J. Garry & Associates, Llc 12.961 -2,26 1.376 -3,17
2026-05-15 13F Ameriprise Financial Inc 1.675.290 -24,61 177.890 -25,26
2026-05-05 13F 4J Wealth Management LLC 7.757 -0,64 823 -1,56
2026-05-15 13F Goldman Sachs Group Inc Call 0 -100,00 0 -100,00
2026-05-11 13F Aprio Wealth Management, LLC 2.498 -9,85 265 -10,47
2026-05-15 13F Goldman Sachs Group Inc Put 0 -100,00 0 -100,00
2026-05-06 13F MorganRosel Wealth Management, LLC 0 -100,00 0
2026-05-14 13F Blalock Williams, Llc 2.002 -10,59 213 -11,30
2026-04-13 13F Arwa Llc 2.599 -23,13 278 -23,20
2026-04-13 13F Garrett Investment Advisors LLC 42.728 -1,89 4.536 -2,77
2026-04-07 13F Fragasso Group Inc. 88.706 -1,33 9.443 -1,94
2026-05-14 13F SWAN Capital LLC 0 -100,00 0
2026-04-24 13F Midwest Capital Advisors, LLC 39 -38,10 4 -33,33
2026-04-21 13F Altus Wealth Management, LLC 3.755 -0,03 399 -1,00
2026-04-10 13F Charles Schwab Trust Co 172.549 -4,40 18.316 -5,26
2026-05-11 13F Elevate Wealth Advisory, Inc 4.735 -22,42 503 -23,12
2026-05-12 13F Dearborn Partners Llc 2.580 -0,04 274 -1,09
2026-04-28 13F SeaBridge Investment Advisors LLC 5.425 -30,10 576 -30,81
2026-05-13 13F Prudential Financial Inc 299.860 -7,27 31.830 -8,09
2026-05-06 13F Modera Wealth Management, LLC 213.929 -0,54 22.709 -1,43
2026-04-29 13F Impact Investors, Inc 4.978 -14,28 528 -14,98
2026-04-28 13F Spurstone Advisory Services, LLC 35 -23,91 4 -25,00
2026-05-12 13F Atlantic Union Bankshares Corp 0 -100,00 0
2026-04-07 13F Twele Capital Management, Inc. 11.169 -0,39 1.186 -1,33
2026-04-29 13F Efficient Advisors, LLC 2.418 -2,14 257 -3,03
2026-01-21 13F Kfg Wealth Management, Llc 0 -100,00 0
2026-04-24 13F Saxony Capital Management, LLC 12.419 -29,15 1.318 -29,78
2026-05-15 13F Blueprint Investment Partners LLC 0 -100,00 0
2026-05-14 13F HighPoint Advisor Group LLC 5.886 -7,45 625 -8,37
2026-05-14 13F Vermillion & White Wealth Management Group, LLC 0 -100,00 0
2026-05-05 13F Allspring Global Investments Holdings, LLC 37.776 -67,57 4.018 -67,86
2026-04-17 13F Stephenson National Bank & Trust 0 -100,00 0
2026-04-27 13F Tsfg, Llc 6.761 -13,83 1
2026-04-22 13F Networth Advisors, LLC 92 -98,04 10 -98,21
2026-04-27 13F Soltis Investment Advisors LLC 8.811 -22,57 935 -23,23
2026-05-11 13F Heritage Wealth Management, Inc. /CA/ 0 -100,00 0
2026-05-15 13F Clifford Group, LLC 28.405 -5,21 3.015 -6,05
2026-05-06 13F Precision Wealth Strategies, LLC 20.717 -10,00 2.199 -10,79
2026-05-11 13F Pathstone Holdings, LLC 213.106 -2,43 22.621 -3,30
2026-04-15 13F DecisionMap Wealth Management, LLC 8.518 -2,08 904 -2,90
2026-05-05 13F Smart Money Group LLC 29.071 -5,78 3.086 -6,63
2026-05-05 13F Cherry Tree Wealth Management, LLC 2.987 -18,57 317 -19,13
2026-05-11 13F CFO4Life Group, LLC 5.587 -5,50 593 -6,32
2026-05-08 13F Truepoint, Inc. 10.518 -5,94 1.116 -6,77
2026-04-17 13F James J. Burns & Company, LLC 7.020 -2,11 745 -2,99
2026-04-17 13F First National Bank Sioux Falls 11.870 -5,43 1.270 -5,58
2026-02-13 13F LGT Financial Advisors LLC 0 -100,00 0
2026-05-15 13F City Of London Investment Management Co Ltd 137.329 -11,96 14.577 -12,74
2026-05-15 13F Millennium Management Llc 0 -100,00 0
2026-05-14 13F Crabel Capital Management, LLC 0 -100,00 0
2026-05-07 13F AlTi Global, Inc. 108.508 -0,90 11.518 -1,78
2026-02-17 13F Main Street Financial Solutions, LLC 17.005 -0,64 1.821 -0,05
2026-04-27 13F FSM Wealth Advisors, LLC 16.823 -4,28 1.786 -5,15
2026-04-22 13F Keenan, LLC 6.501 -0,88 692 -1,57
2026-04-23 13F Ellenbecker Investment Group 2.537 -3,39 269 -4,27
2026-04-09 13F Elmwood Wealth Management, Inc. 11.465 -6,14 1.217 -6,96
2026-01-28 13F Evergreen Private Wealth LLC 0 -100,00 0
2026-02-13 13F Centiva Capital, LP Call 0 -100,00 0 -100,00
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-01-27 13F Meritage Portfolio Management 13.065 -4,40 1.399 -3,85
2026-05-12 13F Wescott Financial Advisory Group, LLC 3.139 -9,54 333 -10,24
2026-04-15 13F DAVENPORT & Co LLC 9.947 -2,52 1.056 -3,39
2026-04-13 13F Mather Group, Llc. 95.665 -1,03 10.155 -1,92
2026-05-12 13F Moneta Group Investment Advisors Llc 23.426 -1,64 2.487 -2,51
2026-05-15 13F Clark Capital Management Group, Inc. 0 -100,00 0
2026-05-06 13F Keystone Financial Services 12.226 -0,96 1.298 -1,89
2026-04-21 13F Columbus Macro, LLC 1.953 -0,10 207 -0,96
2026-05-13 13F Principal Securities, Inc. 85.630 -2,99 9.090 -3,86
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 1.175.348 -32,97 124.764 -33,57
2026-05-12 13F SVRN Asset Management, LLC 0 -100,00 0
2026-01-16 13F Five Oceans Advisors 0 -100,00 0
2026-01-27 13F Rainey & Randall Investment Management Inc. 0 -100,00 0
2026-04-08 13F McNaughton Wealth Management, LLC 27.984 -4,41 2.971 -5,26
2026-05-14 13F Kilter Group LLC 0 -100,00 0
2026-05-01 13F Seaside Wealth Management, Inc. 53.119 -0,64 5.639 -1,54
2026-02-12 13F Andina Capital Management, LLC 0 -100,00 0
2026-05-12 13F Kingsview Wealth Management, LLC 63.213 -3,02 6.710 -3,88
2026-05-15 13F TRUE Private Wealth Advisors 0 -100,00 0
2026-04-29 13F Rockwood Wealth Management, LLC 291.745 -1,55 30.969 -2,43
2026-04-15 13F Eaton Financial Holdings Company, LLC 2.787 -8,44 296 -9,51
2026-02-17 13F Capital Insight Partners, Llc 131.357 -11,15 14.070 -10,63
2026-05-11 13F Mountain Capital Investment Advisors, Inc 0 -100,00 0
2026-04-22 13F Sutton Place Investors Llc 5.251 -5,30 557 -6,07
2026-04-28 13F Stratos Wealth Partners, LTD. 246.280 -5,27 26.143 -6,12
2026-05-04 13F Calamos Wealth Management LLC 9.544 -48,11 1.013 -48,58
2026-02-23 13F Wealth Preservation Advisors, LLC 0 -100,00 0
2026-04-15 13F Asio Capital, LLC 19.950 -68,45 2.118 -68,73
2026-04-28 13F B.O.S.S. Retirement Advisors, LLC 0 -100,00 0
2026-04-16 13F Phillips Financial Management, Llc 36.418 -36,00 3.866 -36,59
2026-01-22 13F Charter Capital Management, LLC\DE 0 -100,00 0
2026-04-15 13F Seacrest Wealth Management, Llc 4.998 -19,40 531 -20,54
2026-05-13 13F Bank Of Montreal /can/ 559.388 -2,32 59.379 -3,20
2026-05-07 13F Summit Global Investments 3.558 -10,74 0
2026-04-09 13F Cliftonlarsonallen Wealth Advisors, Llc 535.118 -8,06 56.803 -8,88
2026-05-05 13F Compass Financial Group, Inc. 10.395 -2,28 1.103 -3,16
2026-05-08 13F/A Davidson Investment Advisors 49.160 -1,41 5.218 -2,30
2026-05-01 13F MY Wealth Management Inc. 0 -100,00 0
2026-04-21 13F Northern Lights Advisors, Inc. 12.625 -3,77 1.340 -4,63
2026-04-20 13F McKinley Carter Wealth Services, Inc. 5.070 -7,11 538 -7,88
2026-04-22 13F Smallwood Wealth Investment Management, LLC 17.800 -0,67 1.889 -1,56
2026-02-13 13F Barclays Plc 0 -100,00 0 -100,00
2026-05-12 13F M&t Bank Corp 266.021 -1,36 28.238 -2,25
2026-05-11 13F United Bank 10.952 -0,54 1.163 -1,44
2026-05-11 13F MainStreet Investment Advisors LLC 10.348 -3,61 1.098 -4,44
2026-05-14 13F Gambit Capital Management, LLC 3.310 -38,51 351 -39,06
2026-01-23 13F Creative Capital Management Investments LLC 0 -100,00 0
2026-04-22 13F Apollon Financial, LLC 22.585 -0,45 2.397 -1,32
2026-05-15 13F Fiduciary Trust Co 103.710 -0,66 11.009 -1,55
2026-04-15 13F Horizon Financial Services, Llc 400 -8,88 42 -10,64
2026-05-06 13F Shared Vision Wealth Group LLC 11.594 -7,68 1.231 -9,02
2026-05-15 13F RMB Capital Management, LLC 6.926 -13,01 735 -13,73
2026-05-05 13F Nolet Wealth Management, LLC 0 -100,00 0
2026-04-22 13F Harbor Asset Planning, Inc. 415 -0,48 44 0,00
2026-04-23 13F Capstone Capital Wealth Advisors 3.595 -17,73 382 -18,59
2026-02-17 13F SageView Advisory Group, LLC 301.950 -3,65 32.342 -3,09
2026-05-13 13F Archetype Wealth Partners 443.046 -5,23 47 -6,00
2026-04-30 13F Independence Bank of Kentucky 11.597 -0,17 1.231 -1,05
2026-05-13 13F PKS Advisory Services, LLC 2.666 -2,09 283 -2,75
2026-04-21 13F SWS Partners 21.095 -89,97 2.239 -0,58
2026-05-01 13F Concord Wealth Partners 0 -100,00 0
2026-05-14 13F Cambria Investment Management, L.P. 0 -100,00 0
2026-05-15 13F Hancock Whitney Corp 41.828 -29,23 4.481 -29,21
2026-04-28 13F Harbour Trust & Investment Management Co 2.086 -6,29 221 -7,14
2026-04-02 13F Collective Family Office Llc 14.361 -7,20 1.524 -8,03
2026-04-14 13F Affiance Financial, LLC 9.473 -11,67 1.006 -12,46
2026-05-14 13F Pennington Partners & Co., Llc 3.073 -8,62 326 -9,44
2026-05-27 13F Capasso Planning Partners LLC 30.209 -7,20 3.207 -8,03
2026-01-29 13F DecisionPoint Financial, LLC 0 -100,00 0
2026-04-20 13F ABLE Financial Group, LLC 12.376 -15,35 1.314 -16,10
2026-05-13 13F NewEdge Wealth, LLC 90.912 -3,63 9.650 -4,49
2026-04-20 13F Aegis Wealth Management, Inc. 5.079 -1,36 539 -2,18
2026-04-14 13F American State Bank (Iowa) 0 -100,00 0
2026-04-20 13F Cardinal Strategic Wealth Guidance 177.441 -2,69 18.835 -3,56
2026-04-22 13F Kennedy Investment Group 0 -100,00 0
2026-05-07 13F Facet Wealth, Inc. 1.397.796 -11,01 148.376 -12,38
2026-04-22 13F Onyx Bridge Wealth Group LLC 3.402 -6,33 361 -7,20
2026-04-08 13F Evanson Asset Management, LLC 3.562 -12,01 378 -12,70
2026-05-11 13F First National Bank Of Omaha 3.435 -7,54 364 -8,56
2026-04-28 13F Canvas Wealth Advisors, LLC 19.929 -3,05 2.115 -3,91
2026-04-21 13F Maridea Wealth Management LLC 19.429 -3,97 2.062 -4,85
2026-05-07 13F Johnson Financial Group, Inc. 41.106 -8,89 4.363 -9,71
2026-02-12 13F Foster Dykema Cabot & Partners, Llc 0 -100,00 0
2026-04-10 13F Harbor Group, Inc. 85.485 -1,75 9.074 -2,63
2026-04-13 13F Kmg Fiduciary Partners, Llc 11.523 -2,02 1.223 -2,86
2026-04-22 13F Caldwell Trust Co 25.330 -6,84 2.689 -7,69
2026-04-24 13F TSG Advice Partners, LLC 15.513 -1,43 1.647 -2,31
2026-04-27 13F Wbh Advisory Inc 3.303 -2,51 351 -3,04
2026-04-23 13F Foronjy Financial Llc 14.775 -6,91 1.568 -7,76
2026-05-05 13F SOUTH STATE Corp 779 -14,49 83 -15,46
2026-04-22 13F Traphagen Investment Advisors Llc 48.146 -7,54 5.111 -8,37
2026-06-03 13F CoreFirst Bank & Trust 339 -6,61 36 -7,89
2026-04-23 13F Partners Wealth Management, Llc 0 -100,00 0
2026-05-14 13F Traynor Capital Management, Inc. 2.096 -3,85 222 -4,72
2026-05-15 13F Brasada Capital Management, Lp 9.478 -34,61 1.009 -35,14
2026-01-26 13F Mirae Asset Global Investments Co., Ltd. 0 -100,00 0
2026-04-21 13F Accredited Investor Services, Llc 15.652 -3,10 1.661 -3,99
2026-01-27 13F Sterling Investment Counsel, LLC 0 -100,00 0
2026-05-15 13F Alliancebernstein L.p. 462.015 -1,63 49.486 -1,63
2026-04-15 13F Riversedge Advisors, Llc 13.189 -11,50 1.400 -12,28
2026-05-13 13F Hudock, Inc. 15.428 -35,08 1.638 -35,68
2026-01-27 13F Revisor Wealth Management LLC 0 -100,00 0
2026-04-28 13F Split Rock Private Trading & Wealth Management, LLC 7.703 -20,06 818 -20,83
2026-05-14 13F Endeavor Private Wealth, Inc. 13.888 -14,01 1.474 -14,75
2026-04-08 13F Pines Wealth Management, LLC 72.968 -4,52 7.746 -5,38
2026-05-08 13F Valeo Financial Advisors, LLC 54.883 -1,60 5.826 -2,49
2026-04-09 13F Allodium Investment Consultants, LLC 3.865 -0,15 410 -0,97
2026-05-13 13F NFP Retirement, Inc. 7.193 -2,06 764 -2,93
2026-02-03 13F/A Bank Of America Corp /de/ Put 0 -100,00 0 -100,00
2026-02-17 13F Vertex Planning Partners, LLC 0 -100,00 0
2026-01-06 13F Tucker Asset Management Llc 0 -100,00 0 -100,00
2026-05-08 13F Grand Wealth Management, Llc 16.102 -11,62 1.709 -12,40
2026-05-15 13F IHT Wealth Management, LLC 24.918 -3,97 2.645 -4,82
2026-05-05 13F Williams Jones Wealth Management, LLC. 2.700 -15,81 287 -16,62
2026-05-15 13F Point72 Asset Management, L.P. 0 -100,00 0
2026-05-12 13F Baker Avenue Asset Management, LP 39.973 -2,52 4.243 -3,39
2026-04-10 13F Revolve Wealth Partners, LLC 112.771 -24,19 11.971 -24,87
2026-05-07 13F First National Trust Co 38.769 -2,32 4.115 -3,20
2026-04-29 13F Advance Capital Management, Inc. 4.840 -4,69 514 -5,52
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 117.712 -6,07 12.488 -6,96
2026-02-17 13F Capstone Investment Advisors, Llc 0 -100,00 0 -100,00
2026-05-11 13F Integrity Alliance, Llc. 4.821 -19,46 512 -20,28
2026-05-14 13F StoneX Group Inc. 18.907 -1,59 2.004 -2,53
2026-05-07 13F Centerpoint Advisors, LLC 0 -100,00 0
2026-05-13 13F American Financial Advisors, LLC 4.000 -0,79 425 -1,62
2026-05-15 13F Fairview Capital Investment Management, Llc 54.150 -4,24 5.748 -5,10
2026-05-13 13F Lido Advisors, LLC 136.015 -1,89 14.438 -2,43
2026-04-13 13F St Germain D J Co Inc 75.858 -3,31 8.052 -4,18
2026-04-07 13F Legacy Private Trust Co. 80.338 -4,92 8.528 -5,78
2025-12-08 13F NWF Advisory Services Inc. 0 -100,00 0 -100,00
2026-05-14 13F Power Wealth Management Llc 17.894 -8,09 1.899 -8,92
2026-04-23 13F Moss Adams Wealth Advisors LLC 17.909 -10,24 1.901 -11,04
2026-04-20 13F Clune & Associates, Ltd. 11.099 -58,47 1.178 -58,84
2026-05-01 13F Patten & Patten Inc/tn 0 -100,00 0
2026-04-02 13F Crumly & Associates Inc. 17.885 -12,68 1.898 -13,45
2026-05-04 13F Mml Investors Services, Llc 1.947.693 -3,99 206.748 -4,85
2026-05-06 13F Meridian Wealth Management, LLC 16.468 -0,15 1.748 -1,02
2026-04-27 13F Symmetry Partners, LLC 167.926 -0,33 17.825 -1,22
2026-04-30 13F First Horizon Corp 37.220 -7,59 3.951 -8,42
2026-04-24 13F Peoples Bank /oh 0 -100,00 0
2026-04-16 13F Capital Investment Advisors, LLC 16.782 -1,03 1.781 -1,93
2026-05-11 13F HBK Sorce Advisory LLC 0 -100,00 0
2026-05-14 13F Sand Hill Global Advisors, LLC 44.687 -4,96 4.744 -5,80
2026-05-14 13F Rock Point Advisors, LLC 5.283 -22,43 561 -23,18
2026-05-04 13F Avantax Planning Partners, Inc. 495.654 -1,40 52.614 -2,29
2026-02-04 13F Clark Wealth Partners 0 -100,00 0 -100,00
2026-04-22 13F Sykon Capital Llc 0 -100,00 0
2026-05-13 13F SRS Capital Advisors, Inc. 195.656 -10,23 20.769 -11,05
2026-05-12 13F Waterloo Capital, L.P. 137.938 -0,32 14.642 -1,21
2026-01-28 13F Boston Trust Walden Corp 0 -100,00 0
2026-05-13 13F Sepio Capital, LP 7.254 -2,28 770 -3,14
2026-05-06 13F Quadrant Private Wealth Management, LLC 5.357 -5,95 569 -6,89
2026-04-29 13F Schmidt P J Investment Management Inc 2.996 -6,38 318 -7,02
2026-05-06 13F Sterling Financial Planning, Inc. 16.349 -0,03 1.735 -0,91
2026-04-27 13F Victory Financial Group, Llc 6.037 -20,47 641 -21,28
2026-05-06 13F German American Bancorp, Inc. 133.184 -3,99 14.137 -4,85
2026-01-21 13F Future Financial Wealth Managment LLC 0 -100,00 0
2026-05-01 13F Signature Resources Capital Management, LLC 0 -100,00 0
2026-04-27 13F BIP Wealth, LLC 89.537 -0,04 9.504 -0,94
2026-04-27 13F PAX Financial Group, LLC 2.753 -12,04 292 -12,84
2026-02-17 13F Readystate Asset Management Lp 0 -100,00 0
2026-01-12 13F Salem Investment Counselors Inc 0 -100,00 0
2026-05-06 13F Quest 10 Wealth Builders, Inc. 1.482 -5,00 157 -5,99
2026-05-12 13F Americana Partners, LLC 26.363 -0,40 2.798 -1,31
2026-04-27 13F Cumberland Advisors Inc 3.120 -4,15 331 -4,89
2026-04-28 13F Wealth Management Resources, Inc. 38.087 -12,37 4.043 -13,17
2026-05-12 13F Ballast Advisors Llc 2.793 -9,17 0 -100,00
2026-02-05 13F HighMark Wealth Management LLC 0 -100,00 0
2026-04-24 13F Oakworth Capital, Inc. 2.873 -3,23 305 -4,40
2026-04-15 13F Alhambra Investment Partners LLC 17.407 -0,02 1.848 -0,91
2026-05-19 13F Financial Insights, Inc. 21.991 -8,06 2.334 -8,90
2026-05-14 13F Davis Wealth Advisors, LLC 2.825 -17,66 300 -18,53
2026-05-15 13F NCM Capital Management, LLC 3.512 -4,28 373 -5,10
2026-05-11 13F Blueprint Financial Advisors LLC 0 -100,00 0
2026-05-07 13F Sagespring Wealth Partners, Llc 213.882 -12,65 22.704 -13,43
2026-05-06 13F Oxford Financial Group Ltd 830.094 -0,72 88.115 -1,61
2026-05-15 13F LMR Partners LLP 0 -100,00 0 -100,00
2026-04-08 13F Afg Fiduciary Services Limited Partnership 7.959 -3,80 847 -4,51
2026-04-16 13F Allegheny Financial Group LTD 2.885 -2,67 306 -3,47
2026-05-14 13F Capital Analysts, Inc. 51.032 -65,65 5 -66,67
2026-05-12 13F Financial Network Wealth Management LLC 8.286 -20,59 1 -100,00
2026-04-15 13F LongView Wealth Management 11.393 -24,39 1.220 -24,75
2026-04-20 13F Auour Investments LLC 0 -100,00 0
2026-05-16 13F Arete Wealth Advisors, LLC 0 -100,00 0
2026-04-22 13F Wealth Advisory Solutions, LLC 66.482 -26,26 7.057 -26,92
2026-04-10 13F Magnus Financial Group LLC 3.334 -57,68 354 -58,13
2026-04-27 13F Nvwm, Llc 4.510 -1,27 479 -2,25
2026-04-21 13F Centennial Advisors, LLC 2.611 -44,29 277 -44,71
2026-04-27 13F Financial Planning Fort Collins, LLC 54.687 -5,38 5.872 -5,15
2026-05-15 13F Vestmark Advisory Solutions, Inc. 154.142 -8,22 16.362 -9,04
2026-04-16 13F Annex Advisory Services, LLC 6.637 -1,38 705 -2,22
2026-05-16 13F Sunbelt Securities, Inc. 925 -10,45 98 -10,91
2026-04-17 13F Astoria Strategic Wealth, Inc. 23.743 -1,78 2.520 -2,67
2026-05-15 13F Royal Bank Of Canada 1.258.347 -2,30 133.573 -3,17
2026-05-15 13F Chilton Investment Co Llc 0 -100,00 0
2026-04-28 13F Interactive Financial Advisors 3.281 -2,09 348 -2,79
2026-04-16 13F Sheets Smith Wealth Management 6.458 -6,15 686 -7,06
2026-04-27 13F GenTrust, LLC 42.089 -8,20 4.468 -9,02
2026-04-07 13F Retirement Wealth Solutions LLC 14.019 -15,01 1.488 -15,74
2026-05-06 13F Everest Management Corp. 0 -100,00 0
2026-05-05 13F PFG Advisors 15.853 -1,14 1.683 -2,04
2026-02-17 13F Argyle Capital Partners, LLC 0 -100,00 0
2026-05-14 13F Financial Engines Advisors L.L.C. 579.572 -3,35 61.522 -4,22
2026-04-30 13F Nuveen, LLC 0 -100,00 0
2026-05-12 13F Bbr Partners, Llc 2.870 -2,97 305 -3,80
2026-04-29 13F San Luis Wealth Advisors LLC 64.579 -3,89 6.855 -4,74
2026-05-05 13F Regions Financial Corp 177.078 -0,95 18.797 -1,84
2026-05-01 13F Wealthspire Advisors, LLC 512.469 -15,87 54.399 -16,62
2026-05-06 13F Aviance Capital Partners, LLC 1.959 -15,89 208 -16,87
2026-04-09 13F Kwmg, Llc 17.638 -5,65 1.872 -6,49
2026-05-13 13F Rhl Group, Llc 0 -100,00 0
2026-05-14 13F Meridian Wealth Partners, LLC 171.618 -0,74 18.217 -1,63
2026-05-05 13F Helium Advisors LLC 3.759 -0,77 399 -1,48
2026-05-15 13F LMR Partners LLP Call 0 -100,00 0 -100,00
2026-01-23 13F Keener Financial Planning LLC 0 -100,00 0
2026-02-17 13F Jump Financial, LLC 0 -100,00 0
2026-02-13 13F Robinson Capital Management, Llc Call 0 -100,00 0
2026-04-06 13F Rosenberg Matthew Hamilton 24.658 -2,36 2.617 -3,25
2026-05-08 13F Leisure Capital Management 3.111 -35,70 330 -36,29
2026-05-05 13F Cullen/frost Bankers, Inc. 2.681 -95,16 285 -95,21
2026-04-17 13F Watershed Private Wealth Llc 38.680 -21,40 4.106 -22,11
2026-02-02 13F FSA Advisors, Inc. 0 -100,00 0
2026-05-14 13F Wealth Alliance 27.698 -81,41 2.940 -81,58
2026-01-20 13F Accel Wealth Management 0 -100,00 0
2026-05-12 13F Strategy Asset Managers Llc 4.855 -3,06 515 -3,92
2026-05-13 13F Transcend Wealth Collective, Llc 4.545 -18,40 482 -19,13
2026-05-15 13F Northeast Financial Group, Inc. 121.903 -19,53 12.942 -20,25
2026-05-14 13F First Commonwealth Financial Corp /pa/ 29.533 -21,23 3.135 -21,94
2026-04-22 13F Qp Wealth Management, Llc 0 -100,00 0
2026-04-15 13F Journey Strategic Wealth Llc 22.616 -2,89 2.401 -3,77
2026-05-14 13F Renaissance Technologies Llc 94.700 -26,50 10.052 -27,16
2026-01-23 13F Financial Futures Ltd Liability Co. 0 -100,00 0
2026-04-20 13F LifeWealth Investments, LLC 0 -100,00 0
2026-05-14 13F Gladstone Institutional Advisory LLC 3.329 -2,94 353 -3,81
2026-05-04 13F LJI Wealth Management, LLC 5.006 -53,61 531 -54,03
2026-04-20 13F Skyline Advisors, Inc. 109.228 -2,78 11.595 -3,65
2026-05-15 13F Qube Research & Technologies Ltd 5.415 -41,71 575 -42,31
2026-05-06 13F Brio Consultants, LLC 41.585 -4,99 4.440 -5,31
2026-04-20 13F Joel Adams & Associates, Inc. 26.206 -2,94 2.782 -3,84
2026-05-07 13F Avidian Wealth Solutions, LLC 25.245 -36,05 2.680 -36,64
2026-04-08 13F Ehrlich Financial Group 6.704 -1,41 712 -2,34
2026-05-05 13F Aventura Private Wealth, LLC 2.548 -3,52 270 -4,26
2026-05-07 13F Lakeshore Financial Planning, Inc. 0 -100,00 0
2026-04-17 13F Webster Bank, N. A. 8.097 -18,64 859 -19,34
2026-01-20 13F Family Legacy Financial Solutions, LLC 0 -100,00 0
2026-05-05 13F Plante Moran Financial Advisors, LLC 226.022 -4,79 23.992 -5,65
2026-05-08 13F Zions Bancorporation, National Association /ut/ 73.674 -15,33 7.820 -16,09
2026-04-28 13F Nbt Bank N A /ny 4.995 -5,40 530 -6,19
2026-04-20 13F Williams & Novak, LLC 0 -100,00 0
2026-05-15 13F Cypress Capital Group 12.751 -18,26 1.354 -18,98
2026-01-22 13F Glass Jacobson Investment Advisors llc 0 -100,00 0
2026-04-16 13F Friday Financial 5.156 -9,86 547 -10,62
2026-05-14 13F LifePlan Investment Advisors, Inc. 18.339 -3,71 1.947 -4,61
2026-05-15 13F Flow Traders U.s. Llc 0 -100,00 0
2026-04-08 13F Sapient Capital Llc 0 -100,00 0
2026-05-05 13F Wealthfront Advisers Llc 4.442.764 -9,34 471.599 -10,15
2026-05-06 13F Sound View Wealth Advisors Group, LLC 7.092 -6,73 753 -7,62
2026-04-10 13F Summit Financial Consulting LLC 2.065 -10,99 219 -11,69
2026-05-06 13F MTM Investment Management, LLC 113 -31,93 12 -29,41
2026-05-12 13F Aspiriant, Llc 288.891 -4,60 30.666 -5,45
2026-05-07 13F Vericrest Private Wealth 14.710 -8,56 1.561 -9,40
2026-05-13 13F Calton & Associates, Inc. 3.597 -10,52 382 -11,40
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