Statistiche di base
| Proprietari istituzionali | 1717 total, 1712 long only, 0 short only, 5 long/short - change of 4,75% MRQ |
| Allocazione media del portafoglio | 0.7221 % - change of -4,82% MRQ |
| Azioni istituzionali (Long) | 186.678.544 (ex 13D/G) - change of 16,00MM shares 9,31% MRQ |
| Valore istituzionale (Long) | $ 37.694.133 USD ($1000) |
Proprietà istituzionale e azionisti
iShares Trust - iShares S&P 500 Value ETF (GB:0JFT) ha 1717 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 186,678,544 azioni. I maggiori azionisti includono Envestnet Asset Management Inc, Jpmorgan Chase & Co, Morgan Stanley, LPL Financial LLC, Bank Of America Corp /de/, Wells Fargo & Company/mn, UBS Group AG, Cetera Investment Advisers, Stifel Financial Corp, and Ameriprise Financial Inc .
(iShares Trust - iShares S&P 500 Value ETF (LSE:0JFT) la struttura proprietaria istituzionale mostra le attuali posizioni nella società da parte di istituzioni e fondi, nonché le ultime variazioni nella dimensione della posizione. I principali azionisti possono essere singoli investitori, fondi comuni, hedge fund o istituzioni. L'allegato 13D indica che l'investitore detiene (o ha detenuto) più del 5% della società e intende (o intendeva) perseguire attivamente un cambiamento nella strategia aziendale. L'allegato 13G indica un investimento passivo superiore al 5%.
Indice del sentiment dei fondi
L'indice del sentiment dei fondi (anche noto come "indice di accumulo di proprietà") individua i titoli più acquistati dai fondi. È il risultato di un sofisticato modello quantitativo multi-fattore che identifica le società con i più alti livelli di accumulo istituzionale. Il modello utilizza una combinazione dell'aumento totale dei proprietari dichiarati, delle variazioni nelle allocazioni di portafoglio di tali proprietari e di altre metriche. Il punteggio varia da 0 a 100: i numeri più alti indicano un livello di accumulo superiore ad altre società, mentre 50 rappresenta la media.
Frequenza di aggiornamento: giornaliera
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Depositi 13F e NPORT
Le informazioni relative ai depositi 13F sono gratuite. Per accedere alle informazioni relative ai depositi NP è necessario un'abbonamento premium. Le righe verdi indicano le nuove posizioni. Le righe rosse indicano le posizioni chiuse. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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Load All| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-13 | 13F | Archetype Wealth Partners | 1.651 | 0,00 | 0 | |||||
| 2026-04-09 | 13F | Avenue 1 Advisors, LLC | 1.976 | 7,16 | 417 | 6,65 | ||||
| 2026-04-13 | 13F | Ironwood Wealth Management, Inc. | 65.861 | -0,42 | 14.297 | -0,56 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 316 | 0,00 | 67 | -1,49 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 1.301 | 287 | ||||||
| 2026-02-14 | 13F | Silver Grove Financial Group, Inc. | 7.562 | 0,00 | 1.562 | 0,00 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 604 | 0,00 | 128 | -0,78 | ||||
| 2026-02-17 | 13F | Turim 21 Investimentos Ltda. | 1.206 | 0,00 | 87 | 19,44 | ||||
| 2026-02-03 | 13F | Ballast Advisors Llc | 446 | 28,53 | 95 | 32,39 | ||||
| 2026-02-17 | 13F | Michelson Medical Research Foundation, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 1.146 | 0,00 | 242 | -0,82 | ||||
| 2026-02-11 | 13F | Eldridge Investment Advisors, Inc. | 7.885 | 0,00 | 1.672 | 2,70 | ||||
| 2026-05-04 | 13F | One Wealth Capital Management, Llc | 37.608 | -12,40 | 8.281 | -9,04 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 808.494 | -12,13 | 170.713 | -12,51 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 11.118 | 3,89 | 2.374 | 7,81 | ||||
| 2026-02-17 | 13F | Cahill Financial Advisors Inc | 104.567 | -0,28 | 22.175 | 2,41 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 555 | 117 | ||||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 40.716 | 3,38 | 8.635 | 6,17 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 576 | 0,00 | 122 | -0,82 | ||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 47.974 | 2,05 | 10.130 | 1,60 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 198.903 | -0,59 | 41.998 | -1,03 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 156.003 | -3,19 | 32.940 | -3,61 | ||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 2.227 | -11,42 | 470 | -11,82 | ||||
| 2026-02-12 | 13F | JPL Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Banco Santander, S.A. | 33.773 | 10,95 | 7.131 | 10,47 | ||||
| 2026-02-02 | 13F | Ellis Investment Partners, LLC | 12.709 | -6,26 | 2.695 | -3,75 | ||||
| 2026-04-15 | 13F | Hartford Financial Management Inc. | 93 | 0,00 | 20 | 0,00 | ||||
| 2026-02-10 | 13F | Ellevest, Inc. | 1.225 | 0,41 | 260 | 3,19 | ||||
| 2026-02-17 | 13F | Asset One Wealth Management LLC | 1.050 | 230 | ||||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 3.424 | 117,26 | 723 | 116,17 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 96 | 20 | ||||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 249 | 67,11 | 53 | 73,33 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 6.264.139 | 1,96 | 1.328.436 | 4,70 | ||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 18.729 | 5,50 | 3.955 | 5,05 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 1.465 | -2,01 | 309 | -2,52 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 165.522 | 5,35 | 35.092 | 7,50 | ||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 3.539 | 154,42 | 747 | 154,08 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 7.007 | -4,17 | 1.480 | -4,58 | ||||
| 2026-02-05 | 13F | RiverFront Investment Group, LLC | 1.561 | 0,00 | 331 | 2,80 | ||||
| 2026-04-30 | 13F | CarsonAllaria Wealth Management, Ltd. | 995 | 2,05 | 210 | 1,94 | ||||
| 2026-01-16 | 13F | Genesis Financial Group, LLC | 2.110 | 447 | ||||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 4.012 | -9,13 | 871 | -6,94 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 1.645 | 0,00 | 347 | -0,29 | ||||
| 2026-02-17 | 13F | EFG International AG | 4.282 | 908 | ||||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Hudson Capital Management LLC | 19.266 | -6,31 | 4.068 | -6,72 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 200 | 0,00 | 42 | 0,00 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 9.090 | 5,14 | 1.919 | 4,69 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Truefg, Llc | 1.145 | 0,00 | 242 | -0,41 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 4.675 | -1,79 | 987 | -2,18 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 260.257 | 30,59 | 54.953 | 30,02 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 277.079 | -16,06 | 58.505 | -16,42 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 99.596 | 29,81 | 22.002 | 32,29 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 1.010 | 0,30 | 213 | 0,00 | ||||
| 2026-04-28 | 13F | Probity Advisors, Inc. | 297.151 | 1,54 | 62.743 | 1,10 | ||||
| 2026-02-13 | 13F | Resources Management Corp /ct/ /adv | 24 | 0,00 | 0 | |||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 11.055 | 48,21 | 2.334 | 47,63 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 9.811 | -6,38 | 2.072 | -6,80 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 26.751 | -0,22 | 5.649 | -0,65 | ||||
| 2026-05-05 | 13F | Correct Capital Wealth Management | 1.334 | 0,00 | 282 | -0,35 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 3.535 | -17,85 | 746 | -18,20 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 7.066 | -11,25 | 1.492 | -11,61 | ||||
| 2026-05-01 | 13F | Castle Wealth Management Llc | 9.708 | 0,01 | 2.050 | -0,44 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 92.755 | -33,51 | 19.585 | -33,80 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 585 | -1,18 | 123 | -1,60 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-01 | 13F | Bangor Savings Bank | 1.303 | -0,15 | 275 | -0,36 | ||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 4.271 | -4,17 | 902 | -4,66 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 2.328 | -34,05 | 492 | -34,36 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 15.354 | -3,88 | 3.242 | -4,28 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 129.449 | -3,27 | 27.452 | -0,66 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 638 | 0,00 | 135 | -0,74 | ||||
| 2026-02-23 | 13F | Wealth Preservation Advisors, LLC | 672 | 0,00 | 143 | 2,90 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 2.240 | -2,18 | 473 | -2,47 | ||||
| 2026-02-13 | 13F | Truvestments Capital Llc | 100 | 0,00 | 21 | 5,00 | ||||
| 2026-04-09 | 13F | VERITY Wealth Advisors | 3.448 | -0,12 | 728 | -0,55 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 34.367 | 33,10 | 7.691 | 37,68 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 1.721.079 | -18,18 | 363.406 | -18,54 | ||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 1.058 | -14,88 | 224 | -12,50 | ||||
| 2026-04-24 | 13F | Old Peak Finance LLC | 1.908 | 0,00 | 403 | -0,50 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 9.134 | 0,84 | 1.929 | 0,42 | ||||
| 2026-02-04 | 13F | Liberty Wealth Management Llc | 108.331 | 3,03 | 22.953 | 5,70 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 152.207 | 39,20 | 32.279 | 42,95 | ||||
| 2026-01-27 | 13F | WealthCollab, LLC | 458 | 0,00 | 97 | 3,19 | ||||
| 2026-02-18 | 13F | Caitlin John, LLC | 1.517 | 0,00 | 322 | 2,56 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 108.754 | -1,83 | 23.063 | 0,82 | ||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 1.715 | -9,11 | 362 | -9,50 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 1.215 | 0,00 | 258 | 2,80 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 960 | 0,31 | 203 | 0,00 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 11.273 | 74,15 | 2.380 | 73,47 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 5.096 | 15,01 | 1.081 | 17,01 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 1.185 | 0,00 | 251 | 2,87 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 5.235 | -5,59 | 1.105 | -5,96 | ||||
| 2025-11-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | WoodTrust Financial Corp | 1.203 | 0,00 | 0 | |||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 1.494 | -0,99 | 316 | -1,56 | ||||
| 2026-02-17 | 13F | Stokes Family Office, LLC | 154.614 | 36,01 | 32.789 | 39,68 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 6.028 | -0,12 | 1.273 | -0,55 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 207.215 | 48,83 | 43.944 | 52,84 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 256.478 | 15,10 | 54.391 | 18,20 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 6.743 | 12,27 | 1.474 | 13,04 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 1.170 | -22,05 | 247 | -22,33 | ||||
| 2026-05-05 | 13F | Quartz Partners, LLC | 3.574 | 42,73 | 755 | 42,00 | ||||
| 2026-04-06 | 13F | CX Institutional | 208.906 | -33,06 | 44 | -33,33 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 2.550 | -5,59 | 538 | -5,94 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 1.332 | -90,15 | 281 | -90,20 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 1.355 | 0,00 | 286 | -0,35 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 913 | 0,00 | 193 | -0,52 | ||||
| 2026-05-07 | 13F | Fedenia Advisers LLC | 4.772 | -52,17 | 1.008 | -52,41 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 684.489 | 4,29 | 145.674 | 7,41 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 43.477 | -7,63 | 9.180 | -10,93 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 17.894 | -7,44 | 3.778 | -7,83 | ||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 1.380 | 0,07 | 291 | -0,34 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 30.090 | 5,17 | 6.355 | 4,70 | ||||
| 2026-02-13 | 13F | Vivaldi Capital Management, LLC | 1.430 | 0,21 | 303 | 3,06 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 329.691 | 38,55 | 69.918 | 42,28 | ||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 57.033 | 4,31 | 11.778 | 10,22 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 14.775 | 0,90 | 3.120 | 0,45 | ||||
| 2026-02-17 | 13F | Gallagher Fiduciary Advisors, LLC | 5.010 | 24,91 | 1.062 | 28,26 | ||||
| 2026-01-29 | 13F | Northern Oak Wealth Management Inc | 138.396 | -6,86 | 29.350 | -4,36 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 70.862 | -81,05 | 15.028 | -79,44 | ||||
| 2026-04-21 | 13F | Sage Financial Management Group, Inc. | 1.071 | 0,00 | 226 | -0,44 | ||||
| 2026-02-17 | 13F | Per Stirling Capital Management, LLC. | 106.401 | -0,60 | 22.565 | 2,08 | ||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 209.290 | 4,46 | 44.192 | 4,00 | ||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 35.716 | -1,42 | 7.541 | -1,85 | ||||
| 2026-02-09 | 13F | Smith Chas P & Associates Pa Cpas | 1.697 | 3,16 | 360 | 5,90 | ||||
| 2026-04-21 | 13F | Founders Capital Management | 607 | 0,00 | 128 | 0,00 | ||||
| 2026-02-04 | 13F | United Services Automobile Association | 757 | 469,17 | 161 | 492,59 | ||||
| 2026-05-07 | 13F | TrustWell Financial Advisors, LLC | 1.249 | 0,00 | 264 | -0,38 | ||||
| 2026-04-29 | 13F | Renasant Bank | 4.134 | -51,56 | 873 | -51,80 | ||||
| 2026-04-28 | 13F | Core Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Vernal Point Advisors, LLC | 1.250 | 0,00 | 265 | 2,71 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 3.379 | -99,53 | 717 | -99,52 | ||||
| 2026-04-13 | 13F | Total Investment Management Inc | 11.043 | 2,21 | 2.332 | 1,75 | ||||
| 2026-05-01 | 13F | Beverly Hills Private Wealth, LLC | 1.939 | -12,66 | 409 | -12,98 | ||||
| 2026-05-01 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 129.776 | -0,46 | 27.402 | -0,89 | ||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 9.101 | 18,56 | 1.922 | 18,07 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 23.384 | -1,55 | 4.938 | -1,99 | ||||
| 2026-05-08 | 13F | Riverwater Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Cheviot Value Management, LLC | 22 | 0,00 | 5 | 0,00 | ||||
| 2026-02-06 | 13F | Forum Private Client Group LLC | 7.172 | 4,12 | 1.521 | 6,96 | ||||
| 2026-04-27 | 13F | Beacon Advisors Holdings, Llc | 9.597 | -0,27 | 2.026 | -0,69 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 2.518 | 20,02 | 532 | 19,33 | ||||
| 2026-05-04 | 13F | IFC Advisors LLC | 1.054 | 0,00 | 223 | -0,45 | ||||
| 2025-11-13 | 13F | Wells Fargo & Company/mn | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-02-12 | 13F | Keel Point, LLC | 2.887 | 612 | ||||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 40.117 | 1,74 | 8.471 | 1,30 | ||||
| 2026-01-28 | 13F | Cadinha & Co Llc | 6.142 | 0,00 | 1.303 | 2,68 | ||||
| 2026-02-10 | 13F | COFG Advisors, LLC | 9.975 | 2.115 | ||||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 1.303 | 0,00 | 275 | -0,36 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 9.275.417 | 10,46 | 1.967.038 | 13,44 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 101.369 | -1,78 | 21.404 | -2,21 | ||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 4.118 | 869 | ||||||
| 2026-02-02 | 13F | Legacy Edge Advisors, LLC | 3.729 | 791 | ||||||
| 2026-04-22 | 13F | Kennedy Investment Group | 4.602 | -11,86 | 972 | -12,29 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 700 | 0,00 | 148 | -0,68 | ||||
| 2026-04-15 | 13F | NorthAvenue LLC | 89 | 0,00 | 19 | 0,00 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 2 | 0 | ||||||
| 2026-02-10 | 13F | Argent Trust Co | 5.637 | 56,71 | 1.195 | 61,05 | ||||
| 2026-04-07 | 13F | Investment Partners Asset Management, Inc. | 1.200 | 0,00 | 253 | -0,39 | ||||
| 2026-02-17 | 13F | Capital Planning Advisors, LLC | 3.928 | 0,00 | 833 | 2,71 | ||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 1.240 | -11,17 | 262 | -11,82 | ||||
| 2026-04-20 | 13F | Financial Enhancement Group LLC | 78.069 | 146,01 | 17.245 | 150,86 | ||||
| 2026-05-04 | 13F | Mosaic Advisors LLC | 2.844 | 627 | ||||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Romano Brothers And Company | 1.272 | -5,50 | 269 | -5,96 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 166.772 | 42,11 | 35.367 | 45,94 | ||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 7.665 | -0,13 | 1.618 | -0,55 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 1.568 | -11,51 | 331 | -11,73 | ||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 152.850 | 16,69 | 32 | 18,52 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 112 | 0,90 | 24 | 0,00 | ||||
| 2026-01-15 | 13F | Royal Fund Management, LLC | 3.041 | 645 | ||||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 120 | 0,00 | 25 | 0,00 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 540.233 | 5,02 | 114 | 4,59 | ||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 2.973 | 0,00 | 630 | 2,77 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 156.320 | -30,20 | 33.007 | -30,50 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 7.119 | -1,03 | 1.503 | -1,44 | ||||
| 2026-05-04 | 13F | Oasis Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Partners Capital Investment Group, Llp | 5.332 | 22,27 | 1.131 | 25,56 | ||||
| 2026-04-17 | 13F | Essex Savings Bank | 3.191 | 0,00 | 674 | -0,44 | ||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 99.931 | 0,23 | 21.101 | -0,20 | ||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Campion Asset Management LLC | 1.433 | -12,25 | 304 | -10,09 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 6.123 | -9,94 | 1.293 | -10,34 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 6.487 | 36,94 | 1.376 | 40,59 | ||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 29.952 | 1,59 | 6.352 | 4,32 | ||||
| 2026-02-11 | 13F | Aufman Associates Inc | 1.466 | 0,00 | 311 | 2,65 | ||||
| 2025-11-10 | 13F | Thoroughbred Financial Services, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Hm Payson & Co | 1.191 | 0,00 | 251 | -0,40 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 1.662 | 0,00 | 351 | -5,15 | ||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 2.314 | -0,47 | 489 | -1,01 | ||||
| 2026-02-02 | 13F | Blalock Williams, Llc | 20.373 | 42,56 | 4.321 | 46,39 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 7.413 | 0,26 | 1.565 | -0,13 | ||||
| 2026-02-17 | 13F | Lazard Asset Management Llc | 1.150 | 0,00 | 244 | 2,53 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 1.934 | 1,15 | 408 | 0,74 | ||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 5.229 | -0,15 | 1 | 0,00 | ||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 148.510 | -7,14 | 31.358 | -7,54 | ||||
| 2026-04-17 | 13F | Mainstream Capital Management LLC | 1.143 | -1,80 | 241 | -2,03 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 3.049 | 95,20 | 644 | 94,26 | ||||
| 2026-04-14 | 13F | Legacy Trust | 1.304 | -1,51 | 275 | -1,79 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 4.641 | -2,54 | 980 | -2,87 | ||||
| 2026-02-18 | 13F | Hanlon Investment Management, Inc. | 6.301 | 27,04 | 1.336 | 30,47 | ||||
| 2026-04-09 | 13F | Adirondack Capital Advisors, LLC | 36.200 | -0,38 | 7.644 | -0,82 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 50.216 | 93,12 | 10.603 | 92,27 | ||||
| 2026-02-13 | 13F | JustInvest LLC | 5.650 | -32,89 | 1.198 | -31,07 | ||||
| 2026-05-01 | 13F | Pacific Asset Management, LLC | 960 | 0,31 | 203 | 0,00 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 3.582 | 18,53 | 756 | 18,13 | ||||
| 2026-04-21 | 13F | Oak Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 85 | 0,00 | 18 | -5,56 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 19.871 | -2,13 | 4.196 | -2,56 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 130.730 | 6,58 | 27.604 | 6,11 | ||||
| 2026-01-21 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 3.327 | 1,31 | 702 | 0,86 | ||||
| 2026-01-29 | 13F | Comerica Bank | 341.229 | -5,44 | 72.364 | -2,90 | ||||
| 2026-04-22 | 13F | Vicus Capital | 32.184 | -2,58 | 6.796 | -3,00 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 5.742 | 0,10 | 1.212 | -0,33 | ||||
| 2026-04-13 | 13F | First Hawaiian Bank | 84.945 | -17,86 | 17.936 | -18,22 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 91.290 | -0,19 | 19.276 | -0,63 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 113.911 | -3,63 | ||||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 39.687 | 3,21 | 8.416 | 5,98 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13.749 | 4,22 | 2.903 | 3,79 | ||||
| 2026-05-05 | 13F | Legacy Advisors, LLC | 6.482 | 0,00 | 1.369 | -0,44 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 65.116 | 2,51 | 13.749 | 2,07 | ||||
| 2026-05-07 | 13F | Centerpoint Advisors, LLC | 38.460 | -0,80 | 8 | 0,00 | ||||
| 2026-04-22 | 13F | Avantra Family Wealth, Inc. | 6.855 | -3,57 | 1.447 | -3,98 | ||||
| 2026-04-16 | 13F | Blue Zone Wealth Advisors, LLC | 6.667 | 31,27 | 1.408 | 30,64 | ||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 5.316 | -0,06 | 1.122 | -0,44 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 25.662 | 4,14 | 5.418 | 3,67 | ||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 3.748 | -50,41 | 791 | -51,59 | ||||
| 2026-04-21 | 13F | Huntleigh Advisors, Inc. | 1.245 | -24,59 | 263 | -25,14 | ||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 30.920 | -1,27 | 6.529 | -1,67 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 68.122 | 0,97 | 14.384 | 0,53 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 152.504 | 88,55 | 26.619 | 59,37 | ||||
| 2026-05-06 | 13F | Hamilton Point Investment Advisors, LLC | 294 | 0,00 | 62 | 0,00 | ||||
| 2026-02-06 | 13F | Taylor Financial Group, Inc. | 8.737 | 0,00 | 1.853 | 2,66 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 25.173 | 5.199 | ||||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 7.884 | -3,39 | 1.665 | -3,82 | ||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 1.231 | 260 | ||||||
| 2026-02-13 | 13F | Kcm Investment Advisors Llc | 2.000 | 0,00 | 424 | 2,66 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 18.479 | 5,48 | 3.902 | 5,01 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 49.297 | 0,80 | 10.409 | 0,37 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 25.531 | 16,34 | 5.542 | 19,11 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Lee-Kelleher Wealth Management | 3.754 | 2,93 | 793 | 2,46 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 1.299 | 0,00 | 274 | -0,36 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 4.584 | 0,00 | 968 | -0,51 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 2.826 | -9,91 | 597 | -10,38 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 190.207 | 1,12 | 40.337 | 3,84 | ||||
| 2026-04-02 | 13F | Fulcrum Equity Management | 4.075 | -14,16 | 860 | -14,51 | ||||
| 2026-04-23 | 13F | Analyst IMS Investment Management Services Ltd. | 2.091 | 0,00 | 0 | |||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 142.012 | 7,67 | 30.116 | 10,57 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 1.143 | 0,35 | 241 | 0,00 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 1.770 | -12,89 | 374 | -13,26 | ||||
| 2026-02-13 | 13F | Missouri Trust & Investment Co | 881 | 0,00 | 187 | 2,76 | ||||
| 2026-04-16 | 13F | True Vision MN LLC | 49.229 | -2,87 | 10.395 | -3,29 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 595 | 35,84 | 126 | 35,87 | ||||
| 2026-04-13 | 13F | Arwa Llc | 10.637 | 51,35 | 2.309 | 54,97 | ||||
| 2026-02-17 | 13F | Fountainhead AM, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 128.492 | 273,60 | 27.249 | 283,68 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 2.118 | 15,11 | 449 | 18,47 | ||||
| 2026-05-04 | 13F | Rogco, Lp | 18.926 | 0,00 | 3.996 | -0,42 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 873 | 85,74 | 184 | 85,86 | ||||
| 2026-05-01 | 13F | Clientfirst Wealth Management, LLC | 4.066 | 0,00 | 859 | -0,46 | ||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 4.101 | 16,51 | 870 | 19,70 | ||||
| 2026-04-29 | 13F | Financial Life Advisors | 166.962 | 0,46 | 35.254 | 0,03 | ||||
| 2026-02-12 | 13F | Wescott Financial Advisory Group, LLC | 41.331 | 9,78 | 8.765 | 12,75 | ||||
| 2026-04-16 | 13F | Southern Capital Advisors, Llc | 20.691 | 1,02 | 4.369 | 0,58 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 48.187 | 2,12 | 10.219 | 4,86 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Ankerstar Wealth, LLC | 206 | 44 | ||||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 75 | 50,00 | 16 | 50,00 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 3.407 | 719 | ||||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 60.670 | 5,47 | 12.866 | 8,31 | ||||
| 2026-02-13 | 13F | Chevy Chase Trust Holdings, Inc. | 5.474 | 0,00 | 1.161 | 2,65 | ||||
| 2026-02-20 | 13F | Talisman Wealth Advisors LLC | 5.008 | 71,74 | 1.065 | 76,91 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 295.197 | 0,03 | 62.331 | -0,40 | ||||
| 2026-04-24 | 13F | Courage Miller Partners, LLC | 1.547 | 0,00 | 327 | -0,61 | ||||
| 2026-04-29 | 13F | Efficient Advisors, LLC | 25.815 | -3,08 | 5.451 | -3,51 | ||||
| 2026-02-17 | 13F | Creative Planning | 160.485 | 3,81 | 34.034 | 6,61 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Ascent Capital Management, LLC | 14.179 | 6,03 | 2.928 | 12,06 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 7.854 | 54,24 | 1.658 | 53,66 | ||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 1.806 | 0,00 | 381 | -0,26 | ||||
| 2026-02-06 | 13F | Keystone Financial Group | 25.439 | 480,93 | 5.395 | 496,68 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 337 | 71 | ||||||
| 2026-02-10 | 13F | DT Investment Partners, LLC | 43.950 | 0,00 | 9.320 | 2,69 | ||||
| 2026-02-17 | 13F | Fmr Llc | 820.088 | -0,82 | 173.916 | 1,85 | ||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 1.387 | 0,00 | 293 | -0,68 | ||||
| 2026-04-21 | 13F | Instrumental Wealth, Llc | 71.538 | 1,79 | 15.105 | -3,15 | ||||
| 2026-01-26 | 13F | Keystone Wealth Services, LLC | 2.195 | 466 | ||||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 11.816 | 3,17 | 2.495 | 2,76 | ||||
| 2026-02-19 | 13F | Van Diest Capital, LLC | 1.370 | 291 | ||||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 1.753 | 6,70 | 370 | 6,32 | ||||
| 2026-02-06 | 13F | Bare Financial Services, Inc | 18.407 | -2,38 | 3.904 | 0,26 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 2.649 | -17,86 | 559 | -18,16 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 17.390 | 48,93 | 3.672 | 48,26 | ||||
| 2026-02-17 | 13F | Risk Paradigm Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-10 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 28.186 | 18,64 | 5.825 | 24,76 | ||||
| 2026-02-13 | 13F | Wealth Dimensions Group, Ltd. | 11.348 | -2,28 | 2.407 | 0,33 | ||||
| 2026-02-17 | 13F | Keebeck Wealth Management, LLC | 53.431 | 27,76 | 11.331 | 31,21 | ||||
| 2026-05-06 | 13F | Keystone Financial Services | 122.866 | 21,73 | 25.943 | 21,21 | ||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 16.251 | -25,43 | 3.431 | -25,75 | ||||
| 2026-04-21 | 13F | Trust Co Of Virginia /va | 2.638 | 0,00 | 557 | -0,36 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 1.349.230 | -8,28 | 285 | -8,68 | ||||
| 2026-02-11 | 13F | Commonwealth Retirement Investments LLC | 20.521 | 40,42 | 4.352 | 44,22 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 1.785 | 2,70 | 377 | 2,45 | ||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 13.403 | 4,63 | 2.830 | 4,20 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 596.353 | 1,87 | 125.920 | 1,43 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 5.798 | -7,54 | 1.224 | -7,90 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 418.113 | -7,64 | 88.285 | -8,04 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 807 | 6,61 | 171 | 9,62 | ||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 2.850 | 6,38 | 602 | 5,81 | ||||
| 2026-02-13 | 13F | Plum Street Advisors, LLC | 8.195 | -0,11 | 1.738 | 2,54 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1.225.078 | 134,32 | 259.801 | 140,63 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 2.373 | 0,00 | 503 | 2,65 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 653 | -8,29 | 138 | -8,67 | ||||
| 2026-04-09 | 13F | ASL Financial, LLC | 4.289 | 35,21 | 906 | 34,67 | ||||
| 2026-04-24 | 13F | Vision Financial Markets Llc | 6 | 0,00 | 1 | 0,00 | ||||
| 2026-02-02 | 13F | Chapman Financial Group, Llc | 28 | 0,00 | 6 | 0,00 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 1.162 | 6,12 | 245 | 5,60 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 63.158 | 10,93 | 13.394 | 13,92 | ||||
| 2026-05-08 | 13F | Idaho Trust Bank | 6.770 | -0,24 | 1.429 | -0,69 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 30.038 | -6,53 | 6.343 | -6,93 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 17.701 | -15,08 | 3.738 | -15,45 | ||||
| 2026-04-14 | 13F | Affiance Financial, LLC | 1.917 | 0,00 | 405 | -0,49 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 100 | 21 | ||||||
| 2026-04-15 | 13F | BDFS Capital LLC | 5.160 | 3,37 | 1.090 | 2,93 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 4.582 | 0,00 | 967 | -0,41 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 1.017.802 | -0,31 | 215.845 | 2,37 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 13.679 | -58,81 | 2.888 | -58,99 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 4.327 | 1,81 | 914 | 1,33 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 7.614 | -2,37 | 1.608 | -2,78 | ||||
| 2026-05-07 | 13F | Carl P. Sherr & Co., LLC | 4.018 | 0,00 | 848 | -2,75 | ||||
| 2026-05-01 | 13F | Cosner Financial Group, LLC | 86.757 | 0,09 | 18.319 | -0,34 | ||||
| 2026-02-12 | 13F | Collier Financial | 48 | 0,00 | 10 | 11,11 | ||||
| 2026-02-13 | 13F | Kilter Group LLC | 64.282 | 4,10 | 13.632 | 6,90 | ||||
| 2026-02-17 | 13F | Fairview Capital Investment Management, Llc | 1.428 | 0,00 | 303 | 2,71 | ||||
| 2026-02-06 | 13F | Americana Partners, LLC | 4.121 | -0,36 | 874 | 2,22 | ||||
| 2026-04-29 | 13F | Sather Financial Group Inc | 1.268 | -4,80 | 268 | -5,32 | ||||
| 2026-01-16 | 13F | Five Oceans Advisors | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Members Wealth Llc | 3.254 | 0,93 | 716 | 2,29 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 45.806 | -7,38 | 9.672 | -7,78 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 19.095 | 4,22 | 4.049 | 7,03 | ||||
| 2026-04-15 | 13F | Corundum Trust Company, INC | 1.130 | 239 | ||||||
| 2026-04-13 | 13F | Lee Financial Co | 6.851 | -10,97 | 1.447 | -11,34 | ||||
| 2026-03-04 | 13F/A | Valpey Financial Services, LLC | 2.939 | -0,34 | 623 | 2,47 | ||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 4.778 | 67,41 | 1.013 | 71,99 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 1.845.630 | 9,05 | 391.403 | 11,98 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 18.032 | 0,46 | 3.807 | 0,03 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 4.374 | 2,77 | 924 | 2,33 | ||||
| 2026-02-17 | 13F | Coastal Bridge Advisors, LLC | 1.883 | 0,00 | 399 | 2,84 | ||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 715 | 0,00 | 151 | -0,66 | ||||
| 2026-02-17 | 13F | Dimension Capital Management Llc | 3.873 | 0,00 | 821 | 2,75 | ||||
| 2026-02-25 | 13F | Tempo Wealth, LLC | 3.098 | 657 | ||||||
| 2026-04-27 | 13F | Leelyn Smith, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 2.508 | -4,49 | 552 | -4,17 | ||||
| 2026-05-07 | 13F | First National Trust Co | 2.346 | -0,55 | 495 | -1,00 | ||||
| 2026-05-08 | 13F | Grand Wealth Management, Llc | 130 | -7,14 | 27 | -6,90 | ||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 24.899 | -0,18 | 5.257 | -0,61 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Scissortail Wealth Management, LLC | 111.026 | 67,45 | 23.443 | 66,74 | ||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 48.283 | -0,69 | 10.195 | -1,13 | ||||
| 2025-11-13 | 13F | Promus Capital, LLC | 2.404 | 496 | ||||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 6.143 | 22,37 | 1.297 | 25,19 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 3.537 | 0,00 | 747 | -0,53 | ||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 9.021 | 32,78 | 2 | 0,00 | ||||
| 2026-02-06 | 13F/A | Rathbone Brothers plc | 7.268 | 0,12 | 1.541 | 2,80 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | DB Fitzpatrick & Co, Inc | 95 | 0,00 | 20 | 0,00 | ||||
| 2026-05-04 | 13F | Pacific Point Advisors, LLC | 3.964 | 0,00 | 837 | -0,48 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 1.405 | 297 | ||||||
| 2026-04-17 | 13F | Ballentine Capital Advisors, Inc | 2.493 | 0,00 | 526 | -0,38 | ||||
| 2026-02-02 | 13F | Partners in Financial Planning | 1.373 | 0,07 | 291 | 2,83 | ||||
| 2026-05-07 | 13F | Wealthquest Corp | 1.466 | 0,00 | 311 | 0,00 | ||||
| 2026-01-22 | 13F | Massachusetts Financial Services Co /ma/ | 5.823 | 269,01 | 1.235 | 279,69 | ||||
| 2026-05-04 | 13F/A | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 967 | -25,67 | 191 | -19,49 | ||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 4.525 | 0,00 | 955 | -0,42 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 70.489 | -3,45 | 14.884 | -3,87 | ||||
| 2026-02-04 | 13F | Fourth Dimension Wealth, LLC | 200 | 0,00 | 42 | 2,44 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 3.016 | -72,14 | 640 | -71,41 | ||||
| 2026-02-02 | 13F | PKS Advisory Services, LLC | 13.458 | 1,50 | 2.854 | 4,20 | ||||
| 2026-04-02 | 13F | Crumly & Associates Inc. | 1.009 | 0,00 | 213 | 0,00 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 948 | 200 | ||||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 9.502 | 0,22 | 2.006 | -0,20 | ||||
| 2026-05-08 | 13F | Aviso Wealth Management | 1.964 | -9,99 | 415 | -10,39 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 338 | -34,75 | 71 | -34,86 | ||||
| 2026-02-12 | 13F | Timmons Wealth Management, LLC | 65 | 14 | ||||||
| 2026-02-13 | 13F | Pin Oak Investment Advisors Inc | 20 | 0,00 | 0 | -100,00 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 4.157 | 1.126,25 | 859 | 1.200,00 | ||||
| 2026-04-13 | 13F | Armstrong, Fleming & Moore, Inc | 2.047 | 0,00 | 432 | -0,46 | ||||
| 2026-04-23 | 13F | Strategic Point Investment Advisors, LLC | 245.027 | 1,36 | 51.737 | 0,92 | ||||
| 2026-04-06 | 13F | Old Port Advisors | 995 | 210 | ||||||
| 2026-04-16 | 13F | Aurora Private Wealth, Inc. | 2.250 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | Marin Bay Wealth Advisors, LLC | 14.669 | 3.111 | ||||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 12.455 | 7,99 | 2.630 | 7,48 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 43.151 | 15,35 | 9.111 | 14,85 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 172 | 36 | ||||||
| 2026-05-01 | 13F | Wilian Securities, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 7.518 | -56,85 | 1.587 | -57,04 | ||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 21.157 | -0,93 | 4.467 | -1,35 | ||||
| 2026-04-15 | 13F | Michael Brady & Co., LLC | 1.018 | 0,00 | 215 | -0,47 | ||||
| 2026-04-23 | 13F | Powell Investment Advisors, LLC | 157.994 | 1,55 | 33.360 | 1,11 | ||||
| 2026-04-24 | 13F | United Community Bank | 1.672 | -2,62 | 353 | -3,02 | ||||
| 2026-04-24 | 13F | Newton One Investments LLC | 1.735 | -0,97 | 366 | -1,35 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 1.823 | 0,05 | 385 | -0,52 | ||||
| 2026-04-16 | 13F | Polianta Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Afg Fiduciary Services Limited Partnership | 12.122 | 0,03 | 2.579 | 0,00 | ||||
| 2025-11-13 | 13F | Texas Capital Bancshares Inc/tx | 325 | -86,29 | 67 | -85,53 | ||||
| 2026-02-17 | 13F | Harvest Investment Services, LLC | 3.062 | 46,44 | 649 | 50,58 | ||||
| 2026-02-03 | 13F | Morse Asset Management, Inc | 214 | 0,00 | 45 | 2,27 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 4.727 | 0,00 | 998 | -0,40 | ||||
| 2026-04-22 | 13F | Wiser Advisor Group LLC | 883 | -12,49 | 186 | -12,68 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 9.209 | -2,95 | 1.944 | -3,38 | ||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 41 | 0,00 | 9 | 0,00 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 2.763 | 0,00 | 586 | 2,63 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 239.759 | 2,42 | 50.625 | 1,98 | ||||
| 2026-04-28 | 13F | Interactive Financial Advisors | 1.357 | -5,17 | 287 | -5,61 | ||||
| 2026-04-23 | 13F | Narwhal Capital Management | 92.784 | 0,00 | 19.591 | -0,43 | ||||
| 2026-05-05 | 13F | Kickstand Ventures, Llc. | 22.220 | 6,45 | 4.692 | 5,99 | ||||
| 2026-04-13 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 1.792 | 0,00 | 386 | -0,52 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 10.900 | 0,00 | 2.302 | -0,43 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 3.242 | 684 | ||||||
| 2025-11-14 | 13F | EFG Asset Management (Americas) Corp. | 4.152 | -24,69 | 858 | -20,43 | ||||
| 2026-05-01 | 13F | Hohimer Wealth Management, Llc | 5.656 | -30,62 | 1.194 | -30,90 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 8.124 | -0,83 | 1.715 | -1,27 | ||||
| 2026-02-13 | 13F | PCM Encore, LLC | 16.785 | 3.560 | ||||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 5.298 | -5,02 | 1.119 | -5,41 | ||||
| 2026-02-10 | 13F | Ascension Capital Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 466.762 | 19,36 | 98.986 | 22,57 | ||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 1.020 | 0,00 | 215 | -0,46 | ||||
| 2026-02-12 | 13F | Resurgent Financial Advisors LLC | 8.137 | 38,95 | 1.726 | 42,68 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 1.235 | 3,35 | 261 | 2,77 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 302.973 | -8,48 | 63.973 | -8,88 | ||||
| 2026-01-29 | 13F | Guardian Asset Advisors, LLC | 3.009 | 0,00 | 638 | 2,74 | ||||
| 2026-02-17 | 13F | Laird Norton Trust Company, Llc | 64.668 | 13.714 | ||||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 2.153 | -10,22 | 455 | -10,63 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 123.773 | 3,40 | 26.135 | 2,95 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 3.304 | 0,00 | 698 | -0,43 | ||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 4.366 | 71,08 | 926 | 75,52 | ||||
| 2026-05-06 | 13F | Durante & Waters, Llc | 7.719 | -7,49 | 1.630 | -7,91 | ||||
| 2026-02-17 | 13F | Sherman Porfolios, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 1.318 | 0,00 | 278 | -0,36 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 1.862.991 | 4,17 | 386.817 | 4,74 | ||||
| 2026-04-14 | 13F | Sterling Investment Advisors Llc /adv | 23.511 | -1,95 | 4.965 | -2,38 | ||||
| 2026-02-04 | 13F | Hirtle Callaghan & Co LLC | 9.505 | -3,13 | 2.016 | -0,54 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 15.901 | 0,49 | 3.357 | 0,06 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 107.919 | 1,80 | 22.787 | 1,36 | ||||
| 2026-02-17 | 13F | Tudor Investment Corp Et Al | 14.287 | -3,23 | 3.030 | -0,62 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 6.149 | -6,12 | 1.298 | -6,55 | ||||
| 2026-04-17 | 13F | Amarillo National Bank | 265.494 | 2,73 | 56.059 | 2,28 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 1.193 | 0,00 | 252 | -0,79 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 117 | -25,48 | 25 | -25,00 | ||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 2.292 | 8,52 | 484 | 8,05 | ||||
| 2026-02-13 | 13F | Charles Schwab Investment Management Inc | 1.954 | -2,45 | 414 | 0,24 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 4.660 | -8,77 | 984 | -9,14 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 1.710 | -8,26 | 361 | -8,61 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 5.662 | -6,54 | 1.196 | -6,93 | ||||
| 2026-04-28 | 13F | WESPAC Advisors, LLC | 6.459 | -27,60 | 1.364 | -27,92 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 35.879 | 0,37 | 7.576 | -0,07 | ||||
| 2026-04-21 | 13F | Colony Family Offices, LLC | 154 | -43,59 | 33 | -43,86 | ||||
| 2026-04-22 | 13F | Finley Financial, LLC | 8.835 | 0,00 | 1.866 | -0,43 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 11.526 | -36,60 | 2.210 | -42,68 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 34.708 | -15,98 | 7.667 | -12,49 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 6.569 | 1,39 | 1.393 | 4,11 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 8.943 | 0,06 | 1.888 | -0,37 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 276 | 0,00 | 58 | 0,00 | ||||
| 2026-04-27 | 13F | Level Wealth Management LLC | 1.930 | 0,00 | 408 | -0,49 | ||||
| 2026-02-12 | 13F | Chilton Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | hemming& Wealth Management, Inc. | 53.000 | -37,98 | 11.191 | -38,26 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 23.740 | -1,31 | 5.013 | -1,74 | ||||
| 2026-04-08 | 13F | Towerpoint Wealth, LLC | 5.368 | -0,07 | 1.133 | -0,53 | ||||
| 2026-01-21 | 13F | Crews Bank & Trust | 226 | 0,00 | 48 | 2,17 | ||||
| 2026-02-09 | 13F | PSI Advisors, LLC | 1.234 | 0,00 | 262 | 2,76 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 2.374 | 0,00 | 501 | -0,40 | ||||
| 2026-01-21 | 13F | SJS Investment Consulting Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 3.627 | 0,00 | 766 | -0,52 | ||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 423 | -19,89 | 90 | -18,35 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 20.873 | -12,12 | 4.427 | -9,77 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 2.191 | 7,35 | 463 | 6,94 | ||||
| 2026-02-13 | 13F | Bank Of Nova Scotia | 7.555 | 3,72 | 1.602 | 6,52 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 2.000 | -49,37 | 422 | -49,58 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 3.687 | 21,28 | 779 | 20,81 | ||||
| 2026-04-21 | 13F | ADG Wealth Management Group, LLC | 95.344 | 50,41 | 20.132 | 49,75 | ||||
| 2026-02-03 | 13F | Capstone Triton Financial Group, LLC | 1.844 | 0,38 | 391 | 3,17 | ||||
| 2026-05-07 | 13F | Rice Partnership, LLC | 440 | 17,33 | 93 | 16,46 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 7.350 | 111,45 | 1.552 | 110,58 | ||||
| 2026-02-06 | 13F | Geometric Wealth Advisors | 3.565 | 0,00 | 756 | 2,72 | ||||
| 2026-02-06 | 13F | BOK Financial Private Wealth, Inc. | 92.183 | -2,13 | 19.549 | 0,51 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 4.629 | 11,97 | 977 | 11,53 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 19.585 | -11,92 | 4.135 | -12,30 | ||||
| 2026-02-06 | 13F | Kingdom Financial Group LLC. | 2.183 | 463 | ||||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 7.495 | 22,61 | 1.583 | 22,07 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 573 | 0,00 | 121 | -0,83 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 733 | -0,95 | 155 | -1,28 | ||||
| 2026-01-26 | 13F | DBK Financial Counsel, LLC | 6.272 | 0,00 | 1.330 | 2,70 | ||||
| 2026-04-24 | 13F | Swmg, Llc | 99.492 | -8,76 | 21.008 | -13,25 | ||||
| 2026-02-04 | 13F | Bridgewealth Advisory Group, LLC | 958 | 203 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 57.729 | 1,38 | 12.243 | 4,11 | ||||
| 2026-02-06 | 13F | Condor Capital Management | 149.231 | -1,49 | 31.648 | 1,17 | ||||
| 2026-04-15 | 13F | Krs Capital Management, Llc | 1.495 | 0,00 | 316 | -0,63 | ||||
| 2026-04-20 | 13F | First PREMIER Bank | 614 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | Evercore Wealth Management, LLC | 16.662 | -0,02 | 3.534 | 2,67 | ||||
| 2026-05-01 | 13F | Welch & Forbes Llc | 2.600 | 0,00 | 549 | -0,54 | ||||
| 2026-04-14 | 13F | Seven Mile Advisory | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Bayban | 100 | 0,00 | 21 | 0,00 | ||||
| 2026-02-12 | 13F | Fortress Private Ledger, Llc | 1.248 | 1,71 | 265 | 4,35 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 193.455 | -4,40 | 40.848 | -4,82 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 5.186 | -4,69 | 1.095 | -5,12 | ||||
| 2025-11-14 | 13F | WNY Asset Management, LLC | 2.875 | 1,09 | 594 | 6,85 | ||||
| 2026-04-28 | 13F/A | FLP Wealth Management, LLC | 3.608 | 18,22 | 762 | 17,62 | ||||
| 2026-04-09 | 13F | Camelot Technology Advisors, Inc. | 3.080 | -0,74 | 650 | -1,22 | ||||
| 2026-04-27 | 13F | Independent Solutions Wealth Management, LLC | 72.579 | -3,42 | 15.325 | -3,84 | ||||
| 2026-02-10 | 13F | Portland Global Advisors LLC | 1.189 | 0,00 | 252 | 2,86 | ||||
| 2026-04-23 | 13F | Bestgate Wealth Advisors, LLC | 1.158 | 0,00 | 245 | -0,41 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 1.000 | 211 | ||||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 9.827 | 28,04 | 2.075 | 24,34 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 189.972 | -1,84 | 40.777 | 1,38 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 14.585 | 64,25 | 3.080 | 307.800,00 | ||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 11.553 | 6,87 | 2.552 | 11,34 | ||||
| 2026-02-06 | 13F | Empirical Asset Management, LLC | 8.873 | 2,95 | 1.882 | 5,73 | ||||
| 2026-05-08 | 13F | Mathes Company, Inc. | 950 | 0,00 | 0 | |||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 130 | -45,15 | 28 | -46,00 | ||||
| 2026-05-07 | 13F | University Of Texas/texas Am Investment Managment Co | 20 | 0,00 | 4 | 0,00 | ||||
| 2026-05-01 | 13F | Silver Oak Advisory Group, Inc. | 1.026 | 0,00 | 0 | |||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 2.285 | -12,92 | 482 | -13,31 | ||||
| 2026-02-13 | 13F | Venture Visionary Partners LLC | 5.748 | -4,66 | 1.219 | -2,09 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 181.105 | 83,61 | 36.757 | 72,30 | ||||
| 2026-02-26 | 13F | TD Capital Management LLC | 277 | 0,00 | 59 | 1,75 | ||||
| 2025-11-10 | 13F | Lion Street Advisors, LLC | 1.532 | -71,36 | 233 | -77,80 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 296.779 | 9,73 | 62.938 | 12,68 | ||||
| 2026-02-17 | 13F | XTX Topco Ltd | 23.691 | 5.024 | ||||||
| 2026-05-06 | 13F | Florin Court Capital LLP | 6.200 | -73,84 | 1.309 | -73,96 | ||||
| 2026-04-21 | 13F | Waterway Wealth Management, LLC | 131.716 | -14,80 | 18.798 | -20,63 | ||||
| 2026-04-29 | 13F | Bank Of Stockton | 50.741 | -7,06 | 10.714 | -7,47 | ||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 378 | 0,00 | 80 | 2,56 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 9.516 | 19,19 | 2.009 | 18,67 | ||||
| 2026-02-12 | 13F | Great Lakes Advisors, Llc | 200 | 1.900,00 | 42 | 2.000,00 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 21.116 | 2,54 | 4.459 | 2,11 | ||||
| 2026-01-28 | 13F | Mountain Capital Investment Advisors, Inc | 1.487 | 13,17 | 322 | 18,01 | ||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 123 | 0,00 | 26 | -3,85 | ||||
| 2026-02-10 | 13F | Lcnb Corp | 1.720 | 0,00 | 365 | 2,54 | ||||
| 2026-05-08 | 13F | Bruce G. Allen Investments, LLC | 46 | 10 | ||||||
| 2026-02-13 | 13F | TRUE Private Wealth Advisors | 11.663 | -1,50 | 2.473 | 1,15 | ||||
| 2026-02-09 | 13F | Allstate Corp | 14.138 | 0,00 | 2.998 | 2,71 | ||||
| 2026-02-13 | 13F | Sargent Investment Group, LLC | 1.501 | 318 | ||||||
| 2026-02-13 | 13F | Itau Unibanco Holding S.A. | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 5 | 0,00 | 1 | |||||
| 2026-02-12 | 13F | Leigh Baldwin & Co., Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 4.582 | 968 | ||||||
| 2026-04-30 | 13F | Stegner Investment Associates Inc. | 16.258 | -0,28 | 3.433 | -0,72 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 2.271.013 | -3,09 | 479.524 | -3,51 | ||||
| 2026-01-26 | 13F | West Wealth Group, LLC | 214.431 | 5,17 | 45.475 | 8,01 | ||||
| 2026-02-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 379 | 0,00 | 80 | 2,56 | ||||
| 2026-02-17 | 13F | Fairscale Capital, LLC | 6.476 | -3,05 | 1.373 | -0,44 | ||||
| 2026-02-12 | 13F | Front Row Advisors LLC | 560 | 0,00 | 119 | 2,61 | ||||
| 2026-02-11 | 13F | Atlanta Consulting Group Advisors, LLC | 3.167 | 0,00 | 672 | 2,60 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 40.873 | 63,58 | 8.630 | 62,89 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 6.980 | -4,61 | 1.474 | -5,03 | ||||
| 2026-04-15 | 13F | Hilltop Wealth Advisors, Llc | 20.288 | -2,85 | 4.284 | -3,27 | ||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 2.015 | -6,93 | 425 | -7,41 | ||||
| 2026-02-17 | 13F | Asset Management Group, Inc. | 51.590 | 0,28 | 10.941 | 2,98 | ||||
| 2026-02-13 | 13F | Alvarez & Marsal Private Wealth Partners, LLC | 73.110 | 15.504 | ||||||
| 2026-02-12 | 13F | Elevation Wealth Management LLC | 2.719 | 577 | ||||||
| 2026-05-08 | 13F | M1 Capital Management LLC | 92.474 | 13,96 | 19.526 | 13,46 | ||||
| 2026-01-22 | 13F | FSC Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 294.478 | 4,42 | 62.450 | 7,23 | ||||
| 2026-02-17 | 13F/A | Kovack Advisors, Inc. | 7.336 | 224,89 | 1.556 | 233,69 | ||||
| 2026-03-05 | 13F | Bush Investment Group, Llc | 20.919 | 44,58 | 4.436 | 48,51 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 57 | 0,00 | 12 | 0,00 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 101.080 | -2,06 | 21.587 | 1,28 | ||||
| 2025-11-14 | 13F | Cubist Systematic Strategies, LLC | Put | 5.300 | -32,05 | 1.095 | -28,22 | |||
| 2026-04-24 | 13F | Horizon Wealth Management, LLC | 79.148 | 7,61 | 16.712 | 7,15 | ||||
| 2026-02-05 | 13F | Clarendon Private LLC | 2.097 | 0,43 | 445 | 3,02 | ||||
| 2025-11-14 | 13F | Cubist Systematic Strategies, LLC | 22.744 | 13,79 | 4.697 | 20,26 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 3.380 | 0,12 | 714 | -0,28 | ||||
| 2026-04-22 | 13F | Mason & Associates, LLC | 6.451 | -2,46 | 1.362 | -2,85 | ||||
| 2026-05-04 | 13F | First Foundation Advisors | 23.435 | 14,66 | 4.948 | 14,17 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 61.292 | 8,87 | 12.942 | 8,39 | ||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 6.140 | -1,84 | 1.297 | -2,26 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 48.851 | 4,25 | 10.315 | 3,79 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 1.001.643 | 38,23 | 212.418 | 41,96 | ||||
| 2026-02-13 | 13F | First National Bank Of Omaha | 5.960 | 1.273 | ||||||
| 2026-05-05 | 13F | Wagner Wealth Management, Corp | 2.424 | 4,66 | 512 | 4,07 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 1.810 | -3,21 | 382 | -3,54 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 2.330 | 0,13 | 492 | -0,20 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 8.279 | -2,31 | 1.748 | -2,73 | ||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 7.225 | 0,00 | 1.526 | -0,46 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 700 | -5,79 | 148 | -6,37 | ||||
| 2026-02-10 | 13F | JTC Employer Solutions Trusteee Ltd | 1.353 | 0,00 | 0 | |||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 1.408 | 0,00 | 297 | 10,82 | ||||
| 2026-05-07 | 13F | Grandfield & Dodd, Llc | 1.848 | 0,00 | 390 | -0,26 | ||||
| 2026-04-08 | 13F | Lynch & Associates/in | 2.750 | 0,00 | 581 | -0,51 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 106.473 | 40,53 | 22.482 | 39,92 | ||||
| 2026-03-16 | 13F/A | Rockefeller Capital Management L.P. | 409.484 | 18,42 | 86.839 | 21,61 | ||||
| 2026-04-14 | 13F | Spence Asset Management | 1.193 | 0 | ||||||
| 2026-05-06 | 13F | Fiscal Wisdom Wealth Management, LLC | 3.098 | 18,47 | 654 | 18,05 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 1.120 | 1,17 | 236 | 0,85 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 1.397 | 296 | ||||||
| 2026-04-17 | 13F | Union Savings Bank | 1.838 | 0,00 | 388 | -0,26 | ||||
| 2026-02-02 | 13F | Horizon Investments, LLC | 946 | 201 | ||||||
| 2026-05-04 | 13F | SJA Financial Advisory, LLC | 51.963 | 0,11 | 10.972 | -0,32 | ||||
| 2026-04-21 | 13F | Encompass Wealth Advisors, Llc | 171.699 | -0,39 | 36.254 | -0,82 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 14.669 | 20,70 | 3.111 | 23,95 | ||||
| 2026-01-23 | 13F | Fortress Financial Group, Llc | 3.646 | 0,00 | 773 | 2,79 | ||||
| 2026-04-09 | 13F | Planned Solutions, Inc. | 1.267 | 0,00 | 268 | -0,37 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 10.863 | 2,34 | 2.294 | 1,87 | ||||
| 2026-05-07 | 13F | Allium Financial Advisors, Llc | 1.887 | 0,00 | 398 | -0,50 | ||||
| 2026-02-10 | 13F | SCS Capital Management LLC | 33.209 | -0,81 | 7.043 | 1,87 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 4.538 | 0,00 | 958 | -0,42 | ||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 5.209 | 0,00 | 1.100 | -0,45 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 11.859 | 2.515 | ||||||
| 2026-02-17 | 13F | Edmond De Rothschild Holding S.a. | 87 | -99,22 | 18 | -99,22 | ||||
| 2026-02-17 | 13F | Family Management Corp | 685 | 0,00 | 145 | 2,84 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 13.665 | 25,25 | 2.885 | 24,73 | ||||
| 2026-04-13 | 13F | Shira Ridge Wealth Management | 1.004 | -3,37 | 212 | -4,09 | ||||
| 2026-05-06 | 13F | Gray Private Wealth, LLC | 16.591 | -0,50 | 3.503 | -0,93 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 27.466 | 1,19 | 5.799 | 0,75 | ||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 8.597 | 6,37 | 1.909 | 14,45 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 37.999 | -56,22 | 8.059 | -55,04 | ||||
| 2026-02-13 | 13F | Capula Management Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 4.182 | 0,00 | 883 | -0,34 | ||||
| 2026-04-27 | 13F | Cape Ann Savings Bank | 1.176 | 0,00 | 248 | -0,40 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 3.966 | 36,95 | 838 | 36,32 | ||||
| 2026-02-04 | 13F | Timonier Family Office, LTD. | 1.573 | 0,00 | 334 | 2,78 | ||||
| 2026-02-09 | 13F | Family Office Research LLC | 1.325 | -15,50 | 283 | -12,38 | ||||
| 2026-04-22 | 13F | AtlasMark Financial, Inc | 37.560 | 0,00 | 7.965 | 0,00 | ||||
| 2026-05-08 | 13F | Evolution Wealth Advisors, LLC | 1.460 | 0,00 | 308 | -0,32 | ||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 1.719 | 0,00 | 363 | -0,55 | ||||
| 2026-04-30 | 13F | Conning Inc. | 5.390 | -13,44 | 1.138 | -13,79 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 4.110 | 868 | ||||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 1.440 | 0,00 | 0 | |||||
| 2026-02-12 | 13F | First Western Trust Bank | 2.206 | 0,00 | 468 | 2,64 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 383.069 | 38,50 | 81.237 | 42,23 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 2.447 | 3,91 | 517 | 3,41 | ||||
| 2026-02-13 | 13F/A | Newport Capital Group, LLC | 5.640 | 6,52 | 1.196 | 9,42 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 1.909 | 1,27 | 403 | 1,00 | ||||
| 2026-01-21 | 13F | Greenhouse Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 165.861 | -19,10 | 35.022 | -19,45 | ||||
| 2026-01-07 | 13F | Processus Wealth & Capital Management, LLC | 1.850 | -14,51 | 392 | -12,11 | ||||
| 2026-02-17 | 13F | Clark Capital Management Group, Inc. | 1.321 | 29,00 | 280 | 32,70 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 152.743 | 71,78 | 32.252 | 71,03 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 6.307 | -9,86 | 1.332 | -10,25 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 10.300 | -0,95 | 2.175 | -1,41 | ||||
| 2026-04-24 | 13F | RKL Wealth Management LLC | 16.533 | -4,90 | 3.491 | -5,29 | ||||
| 2026-02-20 | 13F | Wick Capital Partners, LLC | 3.281 | -15,15 | 810 | 1,50 | ||||
| 2026-04-30 | 13F | Yukon Wealth Management, Inc. | 11.187 | 4,78 | 2.362 | 0,13 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 663.680 | 0,62 | 140.143 | 0,19 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 238.627 | -0,63 | 50.386 | -1,06 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 4.777 | -48,97 | 1.009 | -49,22 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 91.374 | 9,52 | 19.294 | 9,04 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 115 | 10,58 | 24 | 9,09 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 114.265 | 141,35 | 24.230 | 147,83 | ||||
| 2026-04-09 | 13F | Veracity Capital LLC | 3.552 | -9,06 | 750 | -9,42 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 14.835 | -17,73 | 3.132 | -18,10 | ||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 4.854 | -80,34 | 1.025 | -80,45 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 1.086 | 0,37 | 229 | 0,00 | ||||
| 2026-04-27 | 13F | HTG Investment Advisors, Inc. | 7.705 | 1.627 | ||||||
| 2026-02-18 | 13F | Crusonia Wealth Advisors LLC | 9.142 | 1.939 | ||||||
| 2026-05-06 | 13F | 71 West Capital Partners | 2.660 | 14,46 | 562 | 14,02 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 5.120 | 3,08 | 1.083 | 2,75 | ||||
| 2026-05-01 | 13F | Associated Banc-corp | 69.159 | 2,88 | 14.603 | 2,43 | ||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 119.082 | -7,61 | 25.063 | -8,31 | ||||
| 2026-04-10 | 13F | Putney Financial Group LLC | 1.236 | 0,00 | 261 | -0,76 | ||||
| 2026-05-08 | 13F | Millington Financial Advisors, LLC | 3.326 | 0,09 | 732 | -0,81 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 34.306 | 1,20 | 7.244 | 0,77 | ||||
| 2026-05-06 | 13F | Ascent Wealth Partners, LLC | 26.113 | 15,92 | 5.514 | 15,41 | ||||
| 2026-01-28 | 13F | United Asset Strategies, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-27 | 13F | GDS Wealth Management | 2.844 | 3,99 | 601 | 3,45 | ||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 1.777 | 1,14 | 375 | 0,81 | ||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 14.661 | 2,10 | 3.096 | 1,64 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 4.070 | -1,93 | 859 | -2,39 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 2.358 | -15,12 | 500 | -12,74 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 5.740 | -9,39 | 1.212 | -9,75 | ||||
| 2026-05-04 | 13F | Sfam, Llc | 96 | 0,00 | 20 | 0,00 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 7.620 | -5,91 | 1.609 | -6,35 | ||||
| 2026-02-13 | 13F | Lighthouse Financial LLC | 24.585 | -3,23 | 5.214 | -0,63 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 25.136 | -5,23 | 5.307 | -5,64 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 8.373 | 0,00 | 1.781 | -1,60 | ||||
| 2026-04-20 | 13F | Thoma Capital Management LLC | 120.937 | 9,81 | 25.536 | 9,33 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 27.846 | -3,25 | 5.880 | -3,67 | ||||
| 2026-04-15 | 13F | Guardian Financial Partners, LLC | 4.662 | 0,32 | 984 | -0,10 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 12.743 | -4,64 | 2.691 | -5,05 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 211 | 0,00 | 45 | 0,00 | ||||
| 2025-11-14 | 13F | Financial Advisors Network, Inc. | 49.363 | -0,82 | 10.194 | 4,80 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 2.526 | -11,62 | 533 | -12,05 | ||||
| 2026-04-09 | 13F | Shulman DeMeo Asset Management LLC | 3.251 | 0,09 | 686 | -0,29 | ||||
| 2026-05-07 | 13F | Arsenal Capital Advisors LLC | 3.646 | 0,00 | 770 | -0,52 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Tiemann Investment Advisors, Llc | 8.521 | 2,33 | 1.807 | 5,12 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 139.963 | -2,31 | 29.553 | -2,73 | ||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 23.561 | 4,27 | 4.997 | 7,07 | ||||
| 2026-01-27 | 13F | Seeds Investor Llc | 1.354 | 15,53 | 287 | 19,09 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 352 | 0,00 | 74 | 0,00 | ||||
| 2026-02-06 | 13F | Financial Synergies Wealth Advisors, Inc. | 30.638 | -1,29 | 6.497 | 1,37 | ||||
| 2026-02-13 | 13F | Barclays Plc | 265.987 | 0,56 | 56.408 | 3,26 | ||||
| 2026-04-29 | 13F | Tilson Financial Group, Inc. | 27.063 | -0,17 | 5.714 | -0,61 | ||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Pictet & Cie (Europe) SA | 62.947 | 0,00 | 13.291 | -0,43 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Put | 2.200 | 467 | |||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Call | 10.300 | 296,15 | 2.184 | 307,46 | |||
| 2026-04-16 | 13F | GEN Financial Management, INC. | 2.294 | 0,00 | 484 | -0,41 | ||||
| 2026-02-09 | 13F | LifePlan Investment Advisors, Inc. | 17.169 | 6,76 | 3.641 | 9,64 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 559.319 | -5,23 | 118.100 | -5,64 | ||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-25 | 13F | Westshore Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 42 | 0,00 | 9 | 0,00 | ||||
| 2026-02-12 | 13F | Adviser Investments LLC | 95.641 | -12,43 | 20.283 | -10,07 | ||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 1.708 | 17,15 | 361 | 16,50 | ||||
| 2026-04-29 | 13F | Navalign, LLC | 1.623 | -1,64 | 343 | -2,01 | ||||
| 2026-02-11 | 13F | Viewpoint Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-24 | 13F | MidFirst Bank | 10.757 | 2.281 | ||||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 3.004 | 7,09 | 634 | 6,73 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 35.708 | 4,94 | 7.540 | 4,48 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 72.597 | -3,32 | 15.329 | -3,74 | ||||
| 2026-02-12 | 13F | Foster Dykema Cabot & Partners, Llc | 512 | 0,00 | 109 | 2,86 | ||||
| 2026-04-24 | 13F | Bedminster, LLC | 995 | -20,27 | 210 | -20,45 | ||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 8.707 | -59,11 | 1.847 | -58,01 | ||||
| 2026-04-22 | 13F | Western Financial Corp/CA | 1.423 | 2,45 | 300 | 2,04 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 3.442 | 0,38 | 727 | -0,14 | ||||
| 2026-02-17 | 13F | Strive Financial Group ,LLC | 142 | 30 | ||||||
| 2026-01-08 | 13F | Chesapeake Asset Management Llc | 61 | 0,00 | 13 | 0,00 | ||||
| 2026-01-12 | 13F | Heartwood Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Riggs Asset Managment Co. Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 9.237 | 0,00 | 1.950 | -0,41 | ||||
| 2026-01-15 | 13F | Hara Capital LLC | 2.335 | 0,00 | 495 | 2,70 | ||||
| 2026-05-06 | 13F | Greenwood Gearhart Inc | 7.706 | 20,41 | 1.627 | 19,90 | ||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 7.990 | 0,00 | 1.650 | 5,70 | ||||
| 2026-02-05 | 13F | Pinnacle Financial Group, LLC / IL | 3.261 | 0,03 | 691 | 2,67 | ||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 4.138 | -2,70 | 878 | 1,15 | ||||
| 2026-02-13 | 13F | Graney & King, LLC | 193 | -38,92 | 41 | -38,46 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 1.722 | -10,27 | 364 | -10,59 | ||||
| 2025-11-10 | 13F/A | Flaharty Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Yousif Capital Management, Llc | 1.101 | -75,50 | 232 | -75,83 | ||||
| 2026-02-09 | 13F | King Luther Capital Management Corp | 218 | 2,84 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 557.426 | 132,95 | 117.700 | 131,94 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 1.151.928 | -26,30 | 244.289 | -24,32 | ||||
| 2026-05-08 | 13F | Truepoint, Inc. | 13.638 | -1,66 | 2.880 | -2,11 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 964 | 0,00 | 204 | -0,49 | ||||
| 2026-02-17 | 13F | Hyundai Investments Co., Ltd. | 2.200 | 470 | ||||||
| 2026-02-11 | 13F | Endeavor Private Wealth, Inc. | 60.343 | 34,57 | 12.797 | 38,19 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 965.589 | -2,46 | 203.884 | -2,88 | ||||
| 2026-05-07 | 13F | Element Pointe Advisors, Llc | 2.578 | -5,91 | 544 | -6,37 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 150.230 | -1,11 | 31.721 | -1,54 | ||||
| 2026-04-23 | 13F | Tarbox Family Office, Inc. | 5.799 | 0,00 | 1.224 | -0,41 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 177.216 | -10,96 | 37.419 | -11,35 | ||||
| 2026-04-27 | 13F | Reynders McVeigh Capital Management, LLC | 2.233 | 0,00 | 0 |
Other Listings
| US:IVE | 224,26 USD |
