0JFT - iShares Trust - iShares S&P 500 Value ETF Azioni - Prezzo delle azioni, proprietà istituzionale, azionisti (LSE)

iShares Trust - iShares S&P 500 Value ETF
GB ˙ LSE ˙ US4642874089
172,81 USD ↓ -0,19 (-0,11%)
2023-12-18
PREZZO DELLE AZIONI
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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Important Note

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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
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