Statistiche di base
| Proprietari istituzionali | 1763 total, 1754 long only, 1 short only, 8 long/short - change of 1,20% MRQ |
| Allocazione media del portafoglio | 0.5178 % - change of -6,63% MRQ |
| Azioni istituzionali (Long) | 220.178.529 (ex 13D/G) - change of -1,84MM shares -0,83% MRQ |
| Valore istituzionale (Long) | $ 19.161.067 USD ($1000) |
Proprietà istituzionale e azionisti
Vanguard Specialized Funds - Vanguard Real Estate ETF (GB:0LOD) ha 1763 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 220,178,529 azioni. I maggiori azionisti includono Empower Advisory Group, LLC, Creative Planning, Northwestern Mutual Wealth Management Co, Bank Of America Corp /de/, Wealthfront Advisers Llc, Morgan Stanley, State of New Jersey Common Pension Fund D, Jpmorgan Chase & Co, Us Bancorp \de\, and Prudential Financial Inc .
(Vanguard Specialized Funds - Vanguard Real Estate ETF (LSE:0LOD) 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
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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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-07 | 13F | Private Client Services, Llc | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-11 | 13F | Resolute Advisors LLC | 3.029 | -0,23 | 268 | -3,25 | ||||
| 2026-02-02 | 13F | GenTrust, LLC | 218.546 | 65,40 | 19.339 | 60,10 | ||||
| 2026-01-12 | 13F | Certified Advisory Corp | 5.288 | 0,48 | 468 | -2,91 | ||||
| 2026-01-23 | 13F | LOM Asset Management Ltd | 1.272 | 0,00 | 113 | -3,45 | ||||
| 2025-09-22 | NP | GMAMX - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares | 9.900 | 882 | ||||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 16.011 | -0,68 | 1.417 | -3,87 | ||||
| 2026-01-05 | 13F | Park National Corp /oh/ | 49.232 | -9,18 | 4.357 | -12,09 | ||||
| 2026-01-27 | 13F | Financial Management Professionals, Inc. | 20 | 0,00 | 2 | 0,00 | ||||
| 2026-02-10 | 13F | Anchor Capital Advisors Llc | 3.785 | 0,00 | 335 | -3,47 | ||||
| 2026-02-11 | 13F | Clifford Swan Investment Counsel Llc | 7.556 | -2,54 | 669 | -5,65 | ||||
| 2026-01-08 | 13F | Baker Tilly Financial, Llc | 3.454 | -50,00 | 306 | -51,66 | ||||
| 2026-02-11 | 13F | OneAscent Financial Services LLC | 16.683 | 33,23 | 1.476 | 29,02 | ||||
| 2026-02-03 | 13F | CORDA Investment Management, LLC. | 20.110 | 1.780 | ||||||
| 2026-01-21 | 13F | Country Trust Bank | 78.586 | 1,31 | 6.954 | -1,93 | ||||
| 2026-02-10 | 13F | Verus Capital Partners, Llc | 3.302 | 12,12 | 292 | 8,55 | ||||
| 2026-01-30 | 13F | Folger Nolan Fleming Douglas Capital Management, Inc | 15.262 | -2,87 | 1.351 | -5,99 | ||||
| 2026-02-09 | 13F | Thrive Capital Management, LLC | 48.920 | 54,30 | 4.329 | 49,34 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 585.466 | -10,12 | 51.831 | -13,16 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 28.276 | 173,59 | 2.502 | 165,04 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 23.561 | 1,34 | 2.085 | -1,93 | ||||
| 2026-01-02 | 13F | Boltwood Capital Management | 5.656 | 0,00 | 500 | -3,29 | ||||
| 2026-01-06 | 13F | Farmers Trust Co | 5.958 | 25,91 | 527 | 21,99 | ||||
| 2026-02-04 | 13F | Wsfs Capital Management, Llc | 2.495 | -1,50 | 221 | -4,76 | ||||
| 2026-01-26 | 13F | Key Capital Management, INC | 1 | 0 | ||||||
| 2026-02-13 | 13F | River Wealth Advisors LLC | 2.378 | 210 | ||||||
| 2026-02-04 | 13F | Liberty Wealth Management Llc | 3.753 | -1,57 | 332 | -4,60 | ||||
| 2026-02-11 | 13F | WESCAP Management Group, Inc. | 73.986 | 10,82 | 6.547 | 7,28 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 238.520 | -50,12 | 21.107 | -51,71 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 266.700 | -27,13 | 23.600 | -29,47 | |||
| 2026-02-17 | 13F | Citadel Advisors Llc | Put | 221.000 | -45,09 | 19.556 | -46,85 | |||
| 2026-02-17 | 13F | Prosperity Bancshares Inc | 25.479 | 2.255 | ||||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 10.002 | 21,62 | 885 | 17,84 | ||||
| 2026-01-27 | 13F | BankPlus Trust Department | 640 | 0,00 | 57 | -3,45 | ||||
| 2026-02-28 | 13F | NCM Capital Management, LLC | 6.159 | 0,36 | 545 | -2,85 | ||||
| 2026-01-09 | 13F | Diversified Trust Co | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-26 | 13F | RBA Wealth Management, LLC | 2.790 | 14,96 | 247 | 11,31 | ||||
| 2026-02-05 | 13F | Conning Inc. | 45.628 | 13,08 | 4.038 | 9,46 | ||||
| 2026-02-06 | 13F | Creative Financial Designs Inc /adv | 1.080 | -36,73 | 96 | -39,10 | ||||
| 2026-02-10 | 13F | Calton & Associates, Inc. | 6.910 | 18,95 | 611 | 15,07 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 11.994.193 | 9,43 | 1.061.366 | 5,93 | ||||
| 2026-01-16 | 13F | Genesis Financial Group, LLC | 8.535 | 755 | ||||||
| 2026-01-27 | 13F | Old Second National Bank Of Aurora | 72.842 | -8,53 | 6.446 | -11,46 | ||||
| 2026-02-17 | 13F | Gallagher Fiduciary Advisors, LLC | 70.696 | 6.256 | ||||||
| 2026-01-29 | 13F | Northern Oak Wealth Management Inc | 16.723 | 0,00 | 1.480 | -3,21 | ||||
| 2026-02-02 | 13F | Breakwater Investment Management | 20.403 | -8,02 | 1.805 | -10,95 | ||||
| 2026-02-11 | 13F | XML Financial, LLC | 4.007 | 5,64 | 355 | 2,31 | ||||
| 2026-02-13 | 13F | Vivaldi Capital Management, LLC | 18.722 | 4,51 | 1.657 | 1,16 | ||||
| 2026-02-17 | 13F | Stokes Family Office, LLC | 14.170 | -20,11 | 1.254 | -22,70 | ||||
| 2026-02-09 | 13F | Smithfield Trust Co | 22.765 | -0,94 | 2 | 0,00 | ||||
| 2026-01-28 | 13F | Arkansas Financial Group, Inc. | 12.012 | 0,01 | 1.063 | -3,28 | ||||
| 2026-01-28 | 13F | Rockingstone Advisors LLC | 3.934 | -0,63 | 348 | -3,60 | ||||
| 2026-01-09 | 13F | Spence Asset Management | 20.624 | 17,32 | 2 | 0,00 | ||||
| 2026-02-02 | 13F | Oppenheimer Asset Management Inc. | 26.709 | 12,23 | 2.363 | 8,64 | ||||
| 2026-01-21 | 13F | Westfuller Advisors, LLC | 8.803 | -19,05 | 779 | -21,73 | ||||
| 2026-01-26 | 13F | Slow Capital, Inc. | 17.279 | 5,80 | 1.529 | 2,41 | ||||
| 2026-01-23 | 13F | Fort Henry Capital, LLC | 159.603 | 7,49 | 14.123 | 4,04 | ||||
| 2026-01-23 | 13F | Avion Wealth | 97.860 | -32,28 | 9 | -38,46 | ||||
| 2026-01-23 | 13F | Armbruster Capital Management, Inc. | 10.166 | -1,36 | 900 | -4,56 | ||||
| 2026-02-11 | 13F | Manchester Capital Management LLC | 45.105 | 3.991 | ||||||
| 2026-02-12 | 13F | MetLife Investment Management, LLC | 20.982 | 18,66 | 1.857 | 14,85 | ||||
| 2026-02-05 | 13F | High Note Wealth, LLC | 173 | 0,00 | 15 | 0,00 | ||||
| 2026-02-10 | 13F | IAG Wealth Partners, LLC | 50 | 0,00 | 4 | 0,00 | ||||
| 2026-02-12 | 13F | SWAN Capital LLC | 200.514 | 9,47 | 17.743 | 5,97 | ||||
| 2026-02-05 | 13F | 1620 Investment Advisors, Inc. | 326 | -2,10 | 29 | -6,67 | ||||
| 2026-02-12 | 13F | Conservest Capital Advisors, Inc. | 315.791 | -2,02 | 27.944 | -5,16 | ||||
| 2026-01-23 | 13F | Guidance Capital, Inc | 5.656 | -51,01 | 511 | -52,11 | ||||
| 2026-02-13 | 13F | Portfolio Resources Advisor Group, Inc. | 692 | 61 | ||||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 654 | -1,65 | 58 | -5,00 | ||||
| 2026-02-13 | 13F | United Bank | 78.059 | 0,35 | 6.907 | -2,87 | ||||
| 2026-02-04 | 13F | Community Bank, N.A. | 7.595 | -2,93 | 672 | -6,01 | ||||
| 2026-01-20 | 13F | Partners Wealth Management, Llc | 4.288 | -2,12 | 379 | -5,25 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 32 | 0,00 | 3 | 0,00 | ||||
| 2026-02-13 | 13F | OpenArc Corporate Advisory, LLC | 16.262 | 1.439 | ||||||
| 2026-01-29 | 13F | Brickley Wealth Management | 2.638 | 0,30 | 233 | -2,92 | ||||
| 2026-02-12 | 13F | Richard W. Paul & Associates, LLC | 384 | 0,52 | 34 | -2,94 | ||||
| 2026-02-04 | 13F | Midwest Trust Co | 624.194 | 1,96 | 55.235 | -1,31 | ||||
| 2026-01-22 | 13F | Rodgers & Associates, LTD | 233.219 | 4,40 | 20.638 | 1,06 | ||||
| 2026-02-24 | 13F | MidFirst Bank | 1.700 | 150 | ||||||
| 2026-01-21 | 13F | Rocky Mountain Advisers, Llc | 125 | 0,00 | 11 | 0,00 | ||||
| 2026-02-11 | 13F | Oak Wealth Advisors LLC | 6.027 | 533 | ||||||
| 2026-01-15 | 13F | Nikulski Financial, Inc. | 11.200 | 96,94 | 991 | 90,94 | ||||
| 2026-02-13 | 13F | Platform Technology Partners | 4.049 | -8,12 | 358 | -10,95 | ||||
| 2026-02-17 | 13F | Prostatis Group LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 13.449 | -0,99 | 1.190 | -4,11 | ||||
| 2026-01-15 | 13F | Rebalance, Llc | 573.616 | -1,57 | 50.759 | -4,72 | ||||
| 2026-01-16 | 13F | Perigon Wealth Management, LLC | 32.441 | 9,85 | 2.871 | 6,34 | ||||
| 2026-02-03 | 13F | Smith & Howard Wealth Management, LLC | 2.548 | 0,00 | 225 | -3,02 | ||||
| 2026-02-27 | 13F | Compass Financial Services Inc | 82 | -49,69 | 7 | -50,00 | ||||
| 2025-12-09 | 13F | Painted Porch Advisors LLC | 104 | -13,33 | 10 | -10,00 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 208.267 | 9,40 | 18.430 | 5,90 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 26.008 | 2,67 | 2.302 | -0,60 | ||||
| 2026-02-17 | 13F | Caisse De Depot Et Placement Du Quebec | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 4 | -88,24 | 0 | -100,00 | ||||
| 2026-01-26 | 13F | BlueSky Wealth Advisors, LLC | 62.904 | 3,02 | 5.566 | -0,29 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 796 | 0,00 | 71 | -2,78 | ||||
| 2026-02-11 | 13F | Group One Trading, L.p. | 99.764 | 219,78 | 8.828 | 209,54 | ||||
| 2026-02-03 | 13F | Grove Street Fiduciary, LLC | 2.273 | 0,00 | 201 | -2,90 | ||||
| 2026-02-13 | 13F | Quarry LP | 5.750 | 509 | ||||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 7.617 | -12,32 | 674 | -15,11 | ||||
| 2026-02-17 | 13F | Hancock Whitney Corp | 64.257 | 7,04 | 5.686 | 3,61 | ||||
| 2026-01-23 | 13F | U.S. Capital Wealth Advisors, LLC | 5.814 | -31,26 | 515 | -33,51 | ||||
| 2026-02-12 | 13F | Leigh Baldwin & Co., Llc | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Wealth Enhancement Trust Services, Inc. | 12.900 | 1.142 | ||||||
| 2025-10-22 | 13F | West Paces Advisors Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-02 | 13F | Horizon Investments, LLC | 8 | -81,82 | 1 | -100,00 | ||||
| 2026-01-14 | 13F | Chatham Capital Group, Inc. | 4.525 | 0,00 | 400 | -3,15 | ||||
| 2026-01-26 | 13F | Nations Financial Group Inc, /ia/ /adv | 14.918 | 9,97 | 1.320 | 6,45 | ||||
| 2026-02-12 | 13F | Cliffwater LLC | 69.923 | 0,00 | 6.187 | -3,21 | ||||
| 2025-11-05 | 13F | Lokken Investment Group LLC | 2.442 | -2,90 | 223 | 0,00 | ||||
| 2026-01-20 | 13F | Moseley Investment Management Inc | 2.833 | 0,04 | 251 | -3,10 | ||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | DAVENPORT & Co LLC | 26.660 | 7,06 | 2.359 | 3,65 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 9.328 | -2,44 | 825 | -5,61 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 443 | 13,59 | 39 | 11,43 | ||||
| 2026-01-14 | 13F | Prosperity Planning, Inc. | 3.304 | 0,00 | 292 | -3,31 | ||||
| 2026-01-21 | 13F | Cooke Wealth Management, LLC | 15.676 | 1.424 | ||||||
| 2026-01-15 | 13F | Infinity Wealth Counsel, LLC | 30.224 | 5,00 | 2.675 | 1,63 | ||||
| 2026-01-30 | 13F | Woodside Wealth Management LLC | 6.178 | -7,18 | 547 | -10,20 | ||||
| 2026-02-03 | 13F | Drucker Wealth 3.0, LLC | 2.349 | 5,34 | 208 | 1,97 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 4.745 | -2,39 | 420 | -5,63 | ||||
| 2026-02-13 | 13F | Bard Associates Inc | 138.935 | 102,89 | 12.294 | 96,39 | ||||
| 2026-02-10 | 13F | Linscomb & Williams, Inc. | 3.467 | -7,37 | 307 | -10,53 | ||||
| 2026-01-23 | 13F | Kagan Cocozza Asset Management | 47.607 | 9,05 | 4.213 | 5,56 | ||||
| 2026-01-02 | 13F | LBJ Family Wealth Advisors, Ltd. | 29.862 | 0,03 | 3 | 0,00 | ||||
| 2026-01-20 | 13F | Essex LLC | 4.278 | 0,82 | 379 | -2,33 | ||||
| 2026-02-17 | 13F | Cahill Financial Advisors Inc | 29.887 | -2,91 | 2.645 | -6,04 | ||||
| 2025-09-26 | NP | BLUC - Bluemonte Large Cap Core ETF | 39 | 3 | ||||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 273.445 | 141,40 | 24.197 | 133,67 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 373 | 11,34 | 33 | 10,00 | ||||
| 2026-02-10 | 13F | Intellectus Partners, LLC | 9.725 | 0,00 | 861 | -3,26 | ||||
| 2026-02-17 | 13F | Common Fund For Nonprofit Organizations | 271.334 | 337,17 | 24.010 | 323,16 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 1.110.261 | 9,36 | 98.785 | 6,44 | ||||
| 2026-01-30 | 13F | North Star Investment Management Corp. | 15.276 | 10,22 | 1.352 | 6,63 | ||||
| 2026-02-04 | 13F | Bensler, LLC | 2.808 | 0,14 | 248 | -3,12 | ||||
| 2026-01-27 | 13F | Horst & Graben Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Dogwood Wealth Management LLC | 12.395 | -0,20 | 1.097 | -3,44 | ||||
| 2026-01-14 | 13F | Tradewinds Capital Management, LLC | 242 | 0,41 | 21 | -4,55 | ||||
| 2026-02-17 | 13F | EFG International AG | 1.640 | 145 | ||||||
| 2026-01-27 | 13F | Osborne Partners Capital Management, Llc | 454.327 | 0,00 | 40.203 | -3,20 | ||||
| 2026-01-28 | 13F | Davis Capital Management | 2.799 | -0,50 | 248 | -3,89 | ||||
| 2026-02-09 | 13F | Cary Street Partner Investment Advisory Llc | 164 | -13,68 | 15 | -17,65 | ||||
| 2026-02-12 | 13F | Loudon Investment Management, LLC | 7.345 | 0,69 | 650 | -2,55 | ||||
| 2026-01-22 | 13F | City Holding Co | 17.924 | -0,86 | 1.586 | -4,00 | ||||
| 2026-01-21 | 13F | Clayton Financial Group LLC | 26.674 | 24,86 | 2.360 | 20,84 | ||||
| 2026-02-13 | 13F | Zinnia Wealth Advisory, LLC | 2.463 | 218 | ||||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 2.283 | -0,17 | 202 | -3,83 | ||||
| 2026-01-21 | 13F | Nestegg Advisors, Inc. | 12.066 | 0,94 | 1.068 | -2,29 | ||||
| 2026-01-29 | 13F | Mattern Capital Management, Llc | 3.815 | 0,00 | 338 | -3,16 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 35.964 | 9,01 | 3.183 | 5,50 | ||||
| 2026-02-10 | 13F | Ellevest, Inc. | 6.193 | -1,18 | 548 | -4,20 | ||||
| 2026-02-12 | 13F | Colony Capital, Inc. | Put | 6.300 | -17,11 | 557 | -19,74 | |||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 20.120 | 26,63 | 1.780 | 22,59 | ||||
| 2026-02-06 | 13F | Verde Capital Management | 16.222 | 7,87 | 1.435 | 4,44 | ||||
| 2026-02-17 | 13F | Campion Asset Management LLC | 79.444 | 5,28 | 7.030 | 1,90 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 8.113.376 | -4,94 | 717.953 | -7,99 | ||||
| 2026-01-30 | 13F | Ares Financial Consulting, LLC | 18 | 2 | ||||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 94.565 | 6,41 | 8.368 | 3,00 | ||||
| 2026-02-13 | 13F | AlTi Global, Inc. | 8.573 | -16,03 | 759 | -18,76 | ||||
| 2026-01-12 | 13F | Robinson Value Management, Ltd. | 13.513 | -0,40 | 1.196 | -3,63 | ||||
| 2026-02-09 | 13F | Clune & Associates, Ltd. | 47.791 | 8,98 | 4.229 | 5,51 | ||||
| 2026-02-13 | 13F | Cordoba Advisory Partners LLC | 41.490 | 3.671 | ||||||
| 2026-02-10 | 13F | Daiwa Securities Group Inc. | 172.020 | 71,51 | 15 | 66,67 | ||||
| 2026-02-13 | 13F | Partners Capital Investment Group, Llp | 143.402 | 1,14 | 12.690 | -2,11 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 84.893 | 4,87 | 7.512 | 1,51 | ||||
| 2026-02-17 | 13F | Sterling Wealth Management, Inc. | 33.086 | -11,77 | 2.928 | -14,61 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 5 | 0,00 | 0 | |||||
| 2025-10-27 | 13F | Smith Shellnut Wilson Llc /adv | 6.550 | -23,20 | 599 | -21,21 | ||||
| 2026-02-12 | 13F | Hamilton Point Investment Advisors, LLC | 83 | 7 | ||||||
| 2026-02-09 | 13F | Knights of Columbus Asset Advisors LLC | 1.229 | 0,00 | 109 | -3,57 | ||||
| 2026-02-06 | 13F | Legacy Financial Group, Inc. | 44.387 | -1,22 | 3.928 | -4,41 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 18.961 | 35,83 | 1.678 | 31,43 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 5.046 | 127,91 | 447 | 120,79 | ||||
| 2025-11-07 | 13F | Sierra Ocean, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Tectonic Advisors Llc | 215.313 | 16,96 | 19.053 | 13,22 | ||||
| 2026-01-22 | 13F | FSC Wealth Advisors, LLC | 4.259 | -87,22 | 377 | -87,66 | ||||
| 2026-02-17 | 13F | Logan Stone Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | Sendero Wealth Management, LLC | 3.095 | 274 | ||||||
| 2026-01-22 | 13F | Intergy Private Wealth, LLC | 38.619 | 2,58 | 3.417 | -0,73 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Put | 109.200 | 2,63 | 9.663 | -0,66 | |||
| 2026-01-28 | 13F | Proathlete Wealth Management Llc | 97 | 70,18 | 9 | 60,00 | ||||
| 2026-01-27 | 13F | Deroy & Devereaux Private Investment Counsel Inc | 5.027 | -9,99 | 0 | |||||
| 2026-01-16 | 13F | CRA Financial Services, LLC | 14.727 | -3,71 | 1.303 | -6,80 | ||||
| 2026-01-05 | 13F | First Hawaiian Bank | 2.705 | -40,22 | 239 | -42,13 | ||||
| 2026-02-06 | 13F | BlueStem Wealth Partners, LLC | 2.357 | 0,90 | 209 | -2,35 | ||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 419 | -35,34 | 37 | -37,29 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 5.916 | 3,25 | 524 | 0,00 | ||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 865.398 | -1,17 | 79.115 | 1,45 | ||||
| 2026-01-29 | 13F | Brown Financial Advisory | 5.087 | 0,00 | 450 | -3,23 | ||||
| 2026-01-16 | 13F | Kendall Capital Management | 2.570 | 0,00 | 227 | -2,99 | ||||
| 2026-01-07 | 13F | Hilltop National Bank | 2.179 | 17,02 | 193 | 12,94 | ||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 2.953 | -0,91 | 261 | -4,04 | ||||
| 2026-02-13 | 13F | Cladis Investment Advisory, LLC | 6.390 | 18,55 | 565 | 14,84 | ||||
| 2026-02-18 | 13F | Caitlin John, LLC | 288 | 1,05 | 25 | -3,85 | ||||
| 2026-01-30 | 13F | Oakworth Capital, Inc. | 1.522 | 0,00 | 135 | -3,60 | ||||
| 2025-10-30 | 13F | Traub Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Resources Management Corp /ct/ /adv | 305 | 0,00 | 0 | |||||
| 2026-01-13 | 13F | Parsons Capital Management Inc/ri | 16.387 | 12,80 | 1.450 | 9,19 | ||||
| 2025-11-04 | 13F | Jackson Creek Investment Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Whittier Trust Co | 59.770 | 1,36 | 5.342 | -0,93 | ||||
| 2026-01-21 | 13F | Integris Wealth Management, LLC | 15.334 | -0,07 | 1.357 | -3,28 | ||||
| 2026-02-02 | 13F | Ellis Investment Partners, LLC | 11.298 | 0,15 | 1.000 | -3,10 | ||||
| 2026-02-17 | 13F | Asset One Wealth Management LLC | 4.104 | 369 | ||||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Call | 87.500 | -12,67 | 7.743 | -15,48 | |||
| 2026-02-10 | 13F | Operose Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Ami Investment Management Inc | 32.019 | 11,45 | 2.833 | 7,88 | ||||
| 2026-01-23 | 13F | KG&L Capital Management,LLC | 6.921 | -1,33 | 612 | -4,52 | ||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 65.531 | -4,20 | 5.799 | -7,28 | ||||
| 2026-01-26 | 13F | Quadrant Private Wealth Management, LLC | 3.111 | -1,92 | 275 | -5,17 | ||||
| 2026-02-10 | 13F | Impact Partnership Wealth, LLC | 26.055 | -29,96 | 2.306 | -32,21 | ||||
| 2026-01-28 | 13F | Aureum Wealth Management, LLC | 25.678 | 2.272 | ||||||
| 2026-01-29 | 13F | Tanglewood Wealth Management, Inc. | 3.999 | -98,03 | 354 | -98,10 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 4.598 | 37,29 | 407 | 32,68 | ||||
| 2026-02-13 | 13F | Invictus Private Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 24.926 | -6,99 | 2.206 | -7,59 | ||||
| 2026-01-27 | 13F | Berger Financial Group, Inc | 2.773 | 245 | ||||||
| 2026-01-22 | 13F | Glass Jacobson Investment Advisors llc | 5.088 | -13,29 | 450 | -16,04 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 75.178 | 35,95 | 6.652 | 31,59 | ||||
| 2026-01-15 | 13F | Foundation Wealth Management, LLC\PA | 33.629 | -53,26 | 2.976 | -54,77 | ||||
| 2026-01-05 | 13F | City Center Advisors, LLC | 7.222 | 8,63 | 639 | 5,27 | ||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 7.131 | -11,61 | 631 | -14,52 | ||||
| 2026-02-03 | 13F | Ballast Advisors Llc | 2.338 | 6,95 | 207 | 3,52 | ||||
| 2026-02-03 | 13F | Kassira Wealth Management LLC | 12.120 | 34,88 | 1.072 | 30,57 | ||||
| 2026-01-28 | 13F | Old National Bancorp /in/ | 8.272 | -6,59 | 732 | -9,64 | ||||
| 2026-02-10 | 13F | American Money Management, LLC | 2.805 | -0,60 | 248 | -3,50 | ||||
| 2026-01-27 | 13F | Elevate Wealth Advisory, Inc | 40.855 | 8,17 | 3.615 | 4,72 | ||||
| 2026-01-29 | 13F | Camelot Portfolios, LLC | 431 | 38 | ||||||
| 2026-02-10 | 13F | Peak Retirement Planning, Inc. | 47.473 | 59,40 | 4.201 | 54,30 | ||||
| 2026-01-30 | 13F | Axis Wealth Partners, LLC | 3.095 | 3,65 | 274 | 0,00 | ||||
| 2025-10-08 | 13F | Country Club Bank /gfn | 45.546 | -0,82 | 4.147 | 2,04 | ||||
| 2026-02-17 | 13F | Coppell Advisory Solutions LLC | 5.063 | 2,32 | 452 | 0,22 | ||||
| 2026-02-04 | 13F | Catalyst Financial Partners Llc | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Dai-ichi Life Holdings, Inc. | 98.047 | 52,64 | 8.927 | 57,05 | ||||
| 2026-01-08 | 13F | NorthCrest Asset Manangement, LLC | 20.944 | -1,55 | 1.858 | -3,18 | ||||
| 2026-02-10 | 13F | Argent Trust Co | 12.467 | -3,51 | 1.103 | -6,60 | ||||
| 2025-11-14 | 13F | Elequin Capital Lp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-07 | 13F | Magnus Financial Group LLC | 12.036 | -12,09 | 1.065 | -14,87 | ||||
| 2026-02-05 | 13F | Navalign, LLC | 132.823 | 7,56 | 11.754 | 4,12 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 15.755 | -0,16 | 1.394 | -3,26 | ||||
| 2026-01-16 | 13F | Marino, Stram & Associates Llc | 4.024 | -21,31 | 356 | -23,77 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 41.792 | 4,57 | 3.741 | 2,38 | ||||
| 2026-01-22 | 13F | Ifrah Financial Services, Inc. | 20.105 | -0,92 | 1.779 | -4,10 | ||||
| 2026-01-27 | 13F | Lodestar Private Asset Management Llc | 36.550 | 2,65 | 3.234 | -0,65 | ||||
| 2026-02-17 | 13F | Keebeck Wealth Management, LLC | 3.088 | 273 | ||||||
| 2026-01-26 | 13F | Paradigm Financial Partners, Llc | 3.854 | -10,04 | 341 | -12,79 | ||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 11.112 | 20,49 | 983 | 16,61 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 655.107 | 428,79 | 57.970 | 411,88 | ||||
| 2025-10-08 | 13F | Chesley Taft & Associates LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 9.159 | 187,93 | 810 | 179,31 | ||||
| 2026-02-13 | 13F | Bollard Group LLC | 126 | 0,80 | 0 | |||||
| 2026-01-28 | 13F | Kanawha Capital Management Llc | 79.653 | 2,44 | 7.049 | -0,84 | ||||
| 2026-02-06 | 13F | Americana Partners, LLC | 77.182 | 19,01 | 6.830 | 15,18 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 69.012 | 15,41 | 6.107 | 11,71 | ||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 13.110 | 9,78 | 1.160 | 6,32 | ||||
| 2026-01-13 | 13F | 21 West Wealth Management LLC | 3.059 | 3,73 | 271 | 0,37 | ||||
| 2026-01-21 | 13F | MBL Wealth, LLC | 47.047 | -7,99 | 4.163 | -10,93 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 71.720 | 13,37 | 6.346 | 9,74 | ||||
| 2026-02-09 | 13F | Frazier Financial Advisors, LLC | 61 | 0,00 | 5 | 0,00 | ||||
| 2026-02-13 | 13F | Squarepoint Ops LLC | Put | 5.700 | -59,57 | 504 | -60,90 | |||
| 2026-01-08 | 13F | Occidental Asset Management, LLC | 4.437 | 0,00 | 393 | -3,21 | ||||
| 2026-01-27 | 13F | Sage Financial Group Inc | 259.358 | 9,00 | 22.951 | 5,50 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 3 | -99,87 | 0 | -100,00 | ||||
| 2026-01-13 | 13F | FC Advisory LLC | 122.655 | 3,29 | 10.854 | -0,02 | ||||
| 2026-02-13 | 13F | Squarepoint Ops LLC | Call | 11.800 | -13,87 | 1.044 | -16,61 | |||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 665 | 59 | ||||||
| 2026-02-06 | 13F | Portland Financial Advisors Inc | 6.275 | 0,75 | 555 | -2,46 | ||||
| 2026-02-13 | 13F | Botty Investors LLC | 34.136 | 0,00 | 3.021 | -3,21 | ||||
| 2026-02-05 | 13F | Cardinal Point Capital Management, ULC | 7.400 | 655 | ||||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 472.134 | 7,82 | 42 | 2,50 | ||||
| 2026-01-21 | 13F | TPG Advisors LLC | 10.602 | 0,72 | 938 | -2,49 | ||||
| 2026-02-13 | 13F | Burton Enright Welch | 17.347 | 1.535 | ||||||
| 2026-01-13 | 13F | Waller Financial Planning Group, Inc | 40.622 | -10,47 | 3.595 | -13,36 | ||||
| 2026-02-17 | 13F | Fountainhead AM, LLC | 2.224 | -20,88 | 197 | -23,74 | ||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 11.172 | 7,47 | 989 | 4,00 | ||||
| 2026-02-17 | 13F | Northeast Financial Group, Inc. | 130.366 | 8,63 | 11.541 | 5,16 | ||||
| 2026-02-04 | 13F | Topsail Wealth Management, LLC | 1.260 | 0,00 | 111 | -3,48 | ||||
| 2026-02-09 | 13F | Morris Financial Concepts, Inc. | 3.459 | 0,32 | 306 | -2,86 | ||||
| 2025-11-17 | 13F | Silicon Valley Capital Partners | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-14 | 13F | Eastern Bank | 1.373 | 6.140,91 | 121 | 5.950,00 | ||||
| 2026-01-21 | 13F | Raleigh Capital Management Inc. | 137 | 12 | ||||||
| 2026-01-28 | 13F | Caliber Wealth Management, LLC / KS | 9.016 | -17,81 | 798 | -20,46 | ||||
| 2026-01-20 | 13F | Toth Financial Advisory Corp | 810 | -23,94 | 72 | -26,80 | ||||
| 2026-02-05 | 13F | Mesirow Financial Investment Management, Inc. | 26.183 | -17,65 | 2.317 | -20,33 | ||||
| 2026-01-21 | 13F | William Howard & Co Financial Advisors Inc | 15.054 | 0,39 | 1.332 | -2,77 | ||||
| 2026-01-22 | 13F | Willis Johnson & Associates, Inc. | 14.241 | 2,42 | 1.260 | -0,87 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 3.323 | -8,66 | 294 | -11,45 | ||||
| 2026-01-23 | 13F | Lam Group, Inc. | 4.280 | -0,12 | 379 | -3,32 | ||||
| 2026-02-02 | 13F | Chapman Financial Group, Llc | 1.508 | 0,00 | 133 | -2,92 | ||||
| 2026-01-15 | 13F | Trust Co | 9.929 | 1,97 | 879 | -1,35 | ||||
| 2025-11-14 | 13F | Skopos Labs, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Landmark Investment Partners, L.p. | Put | 0 | -100,00 | 0 | ||||
| 2026-02-10 | 13F | Ark & Tlk Investments, Llc | 48.226 | 9,31 | 4.267 | 5,80 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 144.095 | -6,15 | 12.751 | -9,16 | ||||
| 2026-02-17 | 13F | DV Trading LLC | 6.244 | 553 | ||||||
| 2026-02-12 | 13F | Nuveen, LLC | 320.298 | 23,50 | 28.343 | 19,54 | ||||
| 2025-11-12 | 13F | Aletheian Wealth Advisors LLC | 66.807 | 3,98 | 6.108 | 6,73 | ||||
| 2026-01-21 | 13F | Baker Ellis Asset Management LLC | 9.857 | -2,43 | 872 | -5,53 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 9.314 | 49,38 | 824 | 44,56 | ||||
| 2026-01-09 | 13F | Community Trust & Investment Co | 256.930 | -2,09 | 22.736 | -5,23 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 28.768 | 4,30 | 2.546 | 3,37 | ||||
| 2026-02-11 | 13F | Sunrise Financial Services, LLC | 47 | 4 | ||||||
| 2026-01-20 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 525 | 26.150,00 | 47 | |||||
| 2026-02-11 | 13F | Rise Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 4.479 | -93,35 | 396 | -93,56 | ||||
| 2026-01-23 | 13F | Gemmer Asset Management LLC | 2.732 | -21,54 | 242 | -24,21 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 31.176 | -1,20 | 2.851 | 1,39 | ||||
| 2026-01-27 | 13F | Novem Group | 27.463 | 5,15 | 2.430 | 1,80 | ||||
| 2026-01-09 | 13F | Affinity Capital Advisors, LLC | 3.566 | -14,48 | 316 | -16,89 | ||||
| 2026-02-10 | 13F | Keewaydin Investments LLC | 70.465 | 6.235 | ||||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 4.788 | -81,26 | 424 | -81,89 | ||||
| 2026-02-06 | 13F | Copia Wealth Management | 327 | 0,00 | 29 | -3,45 | ||||
| 2026-02-17 | 13F | Fairview Capital Investment Management, Llc | 62.938 | -15,82 | 5.569 | -18,52 | ||||
| 2025-11-13 | 13F | Perbak Capital Partners LLP | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | FSM Wealth Advisors, LLC | 8.730 | 18,97 | 773 | 15,22 | ||||
| 2026-02-02 | 13F | JDM Financial Group LLC | 132.920 | 1,17 | 9.223 | -22,26 | ||||
| 2026-01-27 | 13F | WealthCollab, LLC | 75.742 | 10,02 | 6.702 | 6,50 | ||||
| 2026-01-14 | 13F | Goelzer Investment Management, Inc. | 4.276 | -7,82 | 378 | -10,85 | ||||
| 2026-01-23 | 13F | Twelve Points Wealth Management LLC | 2.857 | -0,14 | 256 | -2,30 | ||||
| 2026-02-13 | 13F | Northwest Bancshares, Inc. | 4.693 | 7,86 | 415 | 4,53 | ||||
| 2026-01-13 | 13F | Matrix Trust Co | 43.390 | 4,77 | 4 | 0,00 | ||||
| 2026-02-23 | 13F | Wealth Preservation Advisors, LLC | 6 | 0,00 | 1 | |||||
| 2025-10-24 | 13F | Opal Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Bellevue Asset Management, Llc | 467 | 0,21 | 41 | -2,38 | ||||
| 2026-02-13 | 13F | Wealth Dimensions Group, Ltd. | 12.238 | -5,53 | 1.083 | -8,61 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 40.369 | 1,93 | 3.572 | -1,33 | ||||
| 2026-02-17 | 13F | BTG Pactual Asset Management US LLC | 39.303 | 0,36 | 3.478 | -0,29 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 59.643 | 5.453 | ||||||
| 2025-11-13 | 13F | Promus Capital, LLC | 268 | 0,00 | 25 | 4,35 | ||||
| 2026-01-26 | 13F | Main Street Group, LTD | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Regions Financial Corp | 19.963 | -7,93 | 1.767 | -10,90 | ||||
| 2026-02-05 | 13F | Cornerstone Wealth Management, LLC | 16.358 | -13,66 | 1.448 | -16,45 | ||||
| 2026-02-17 | 13F | Lighthouse Investment Partners, LLC | Call | 0 | -100,00 | 0 | ||||
| 2026-02-09 | 13F | Optimist Retirement Group LLC | 6.395 | 0,44 | 566 | -2,92 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 3.138 | 97,61 | 278 | 91,03 | ||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 103.120 | -0,18 | 9.125 | -3,38 | ||||
| 2026-02-17 | 13F | Fwl Investment Management, Llc | 200 | 0,00 | 18 | -5,56 | ||||
| 2026-02-13 | 13F | Voya Financial Advisors, Inc. | 48.834 | 20,74 | 4.348 | 18,09 | ||||
| 2026-01-26 | 13F | PFG Investments, LLC | 8.918 | -4,89 | 789 | -7,93 | ||||
| 2026-01-23 | 13F | Aspect Partners, LLC | 1.108 | 0,36 | 98 | -2,00 | ||||
| 2026-01-27 | 13F | Fiduciary Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-07 | 13F | Bbr Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 17.930 | 1.587 | ||||||
| 2026-02-13 | 13F | Vernal Point Advisors, LLC | 13.805 | 0,00 | 1.222 | -3,25 | ||||
| 2026-01-15 | 13F | Fifth Third Wealth Advisors LLC | 13.878 | -1,83 | 1.228 | -4,95 | ||||
| 2026-01-27 | 13F | Summit Financial Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 346.678 | -9,91 | 30.678 | -12,80 | ||||
| 2026-01-27 | 13F | Sterling Financial Planning, Inc. | 31.331 | 1,09 | 2.772 | -2,15 | ||||
| 2026-01-29 | 13F | Seven Post Investment Office LP | 841.036 | 0,94 | 74.423 | -2,29 | ||||
| 2026-01-21 | 13F | McElhenny Sheffield Capital Management, LLC | 6.498 | 135,86 | 575 | 129,08 | ||||
| 2026-01-09 | 13F | Cambridge Financial Group, LLC | 6.622 | 590 | ||||||
| 2026-02-13 | 13F | RFP Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | TCP Asset Management, LLC | 2.524 | -1,90 | 223 | -5,11 | ||||
| 2026-01-08 | 13F | Kure Advisory, LLC | 34.683 | 8,92 | 3.069 | 5,43 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 15.533 | -2,37 | 1.375 | -5,50 | ||||
| 2026-01-14 | 13F | Cypress Wealth Services, LLC | 4.097 | 363 | ||||||
| 2026-02-13 | 13F | Seneschal Advisors, LLC | 2.886 | 0,00 | 255 | -3,04 | ||||
| 2026-02-03 | 13F | Broadwater Capital Management Llc | 15 | 0,00 | 1 | 0,00 | ||||
| 2026-01-29 | 13F | St Germain D J Co Inc | 22.718 | -1,79 | 2.010 | -4,92 | ||||
| 2026-02-04 | 13F | Gray Private Wealth, LLC | 90.235 | 3,54 | 7.985 | 0,21 | ||||
| 2026-02-02 | 13F | Robertson Stephens Wealth Management, LLC | 6.103 | 11,37 | 540 | 7,78 | ||||
| 2026-02-02 | 13F | PKS Advisory Services, LLC | 2.783 | -0,32 | 246 | -3,53 | ||||
| 2026-02-05 | 13F | Rossmore Private Capital | 14.560 | 0,06 | 1.288 | -3,16 | ||||
| 2026-02-11 | 13F | Strategic Financial Partners, Ltd. | 3.503 | 7,62 | 310 | 4,38 | ||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 18.018 | 2,51 | 1.594 | -0,75 | ||||
| 2026-01-13 | 13F | CMH Wealth Management LLC | 47.317 | 0,68 | 4.187 | -2,54 | ||||
| 2026-01-23 | 13F | Patton Fund Management, Inc. | 55.204 | 20,67 | 4.885 | 16,81 | ||||
| 2026-02-04 | 13F | Tsfg, Llc | 334 | 4,70 | 0 | |||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 11.931 | 6,40 | 1.105 | 10,72 | ||||
| 2026-02-11 | 13F | Cypress Capital Group | 2.661 | 0,00 | 235 | -3,29 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 245 | -93,85 | 22 | -94,23 | ||||
| 2026-02-06 | 13F | Forefront Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | SwitchPoint Financial Planning, LLC | 2.756 | -11,44 | 244 | -14,44 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 52.884 | 42,48 | 4.680 | 38,27 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 6.609 | 1,32 | 585 | -0,17 | ||||
| 2026-02-17 | 13F | Hall Capital Management Co Inc | 20.312 | 2,76 | 1.797 | -0,55 | ||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 4.268 | 2,47 | 378 | -0,79 | ||||
| 2026-02-04 | 13F | H&H Retirement Design & Management INC | 14.918 | 16,53 | 1.340 | 16,12 | ||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 4.035 | -28,87 | 357 | -31,08 | ||||
| 2026-02-10 | 13F | Greenwich Wealth Management LLC | 6.033 | -1,63 | 1 | |||||
| 2026-02-14 | 13F | American Trust | 10.962 | 6,68 | 970 | 3,30 | ||||
| 2026-02-12 | 13F | Oath Planning, LLC | 3.498 | 310 | ||||||
| 2025-11-06 | 13F | Everest Management Corp. | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Texas Capital Bancshares Inc/tx | 476 | 44 | ||||||
| 2026-02-10 | 13F | DT Investment Partners, LLC | 14.223 | -9,83 | 1.259 | -12,70 | ||||
| 2026-02-13 | 13F | Kcm Investment Advisors Llc | 94.411 | -0,58 | 8.354 | -3,77 | ||||
| 2026-02-14 | 13F | Howe & Rusling Inc | 982 | 0,00 | 87 | -3,37 | ||||
| 2026-02-13 | 13F | Prudential Financial Inc | 4.852.876 | 3,69 | 432.974 | 1,19 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 32.586 | 3 | ||||||
| 2026-02-13 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Generali Asset Management SPA SGR | 960 | 0,00 | 85 | -3,45 | ||||
| 2026-01-08 | 13F | Adirondack Trust Co | 300 | 0,00 | 27 | -3,70 | ||||
| 2026-01-28 | 13F | Morton Brown Family Wealth, LLC | 3.052 | 0,00 | 270 | -3,23 | ||||
| 2026-02-27 | 13F | Strategic Investment Solutions, Inc. /IL | 1 | 0,00 | 0 | |||||
| 2026-02-03 | 13F | D.B. Root & Company, LLC | 2.483 | 220 | ||||||
| 2026-02-10 | 13F | Ade, Llc | 2.834 | 0,00 | 251 | -3,47 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 4.051 | -25,85 | 358 | -28,26 | ||||
| 2026-01-06 | 13F | Canal Capital Management, LLC | 5.182 | 0,00 | 459 | -3,17 | ||||
| 2026-02-13 | 13F | Missouri Trust & Investment Co | 250 | 0,00 | 22 | 0,00 | ||||
| 2026-02-12 | 13F | IFC & Insurance Marketing, Inc. | 63 | 0 | ||||||
| 2026-02-17 | 13F | Note Advisors, LLC | 59.199 | 17,58 | 5.403 | 17,38 | ||||
| 2026-01-26 | 13F | Equity Wealth Partners, LLC | 2.882 | -25,26 | 255 | -27,56 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 1.986.060 | -0,27 | 175.751 | -3,46 | ||||
| 2026-01-30 | 13F | American Financial & Tax Strategies Inc | 14.523 | -7,09 | 1.285 | -10,01 | ||||
| 2026-01-16 | 13F | Keystone Financial Group, Inc. | 1.510 | 0,80 | 134 | -2,21 | ||||
| 2026-02-12 | 13F | Beacon Capital Management, Inc. | 779.768 | -10,75 | 69.002 | -13,61 | ||||
| 2026-01-16 | 13F | McLean Asset Management Corp | 7.651 | -10,48 | 695 | -10,09 | ||||
| 2026-02-12 | 13F | Colonial Trust Advisors | 639 | 104,81 | 57 | 100,00 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 11.523 | -24,57 | 1.020 | -27,01 | ||||
| 2026-01-20 | 13F | Independence Bank of Kentucky | 11.876 | -4,66 | 1.051 | -7,73 | ||||
| 2026-02-10 | 13F | MainStreet Investment Advisors LLC | 4.609 | -18,42 | 408 | -21,12 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 96.961 | 5,71 | 8.580 | 2,33 | ||||
| 2026-01-20 | 13F | Trust Co Of Toledo Na /oh/ | 1.327 | 0,00 | 117 | -3,31 | ||||
| 2026-01-29 | 13F | Lee Danner & Bass Inc | 2.534 | 0,00 | 224 | -3,03 | ||||
| 2026-01-28 | 13F | Citizens & Northern Corp | 2.683 | 0,00 | 237 | -3,27 | ||||
| 2026-01-26 | 13F | Austin Wealth Management, LLC | 17.769 | -0,07 | 1.587 | -3,23 | ||||
| 2026-02-11 | 13F | Vestor Capital, Llc | 165 | -99,87 | 11 | -9,09 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 3.167 | -10,26 | 280 | -13,04 | ||||
| 2026-01-22 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 2.607 | 1,44 | 231 | -3,36 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 195.728 | 1.408,62 | 17.320 | 1.360,29 | ||||
| 2026-01-09 | 13F | Montecito Bank & Trust | 18.144 | -2,23 | 1.606 | -5,37 | ||||
| 2025-11-03 | 13F | SYM FINANCIAL Corp | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Prospect Financial Group LLC | 17.821 | 2,45 | 1.577 | -0,88 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 23.105 | -17,38 | 2.045 | -20,03 | ||||
| 2026-01-21 | 13F | McNamara Financial Services, Inc. | 2.975 | -5,10 | 263 | -8,04 | ||||
| 2026-02-04 | 13F | LRI Investments, LLC | 168.257 | 10,13 | 14.889 | 6,60 | ||||
| 2025-10-31 | 13F | JFG Wealth Management, LLC | 60.709 | 2,48 | 5.550 | 5,21 | ||||
| 2026-01-23 | 13F | BCR Wealth Strategies, LLC | 139.206 | 5,98 | 12 | 0,00 | ||||
| 2026-01-23 | 13F | Private Wealth Management Group, LLC | 1 | 0 | ||||||
| 2026-01-14 | 13F | First County Bank /CT/ | 4.094 | -9,82 | 362 | -12,77 | ||||
| 2026-01-06 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 113.065 | 2,14 | 9.996 | -1,13 | ||||
| 2026-02-03 | 13F | Cassaday & Co Wealth Management LLC | 65.148 | 18,91 | 5.765 | 15,10 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 11 | 0,00 | 1 | -100,00 | ||||
| 2026-01-09 | 13F | BOS Asset Management, LLC | 47.273 | 8,06 | 4.183 | 4,60 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 323 | 0,94 | 29 | -3,45 | ||||
| 2026-02-02 | 13F | Vawter Financial, Ltd. | 3.854 | -19,78 | 341 | -22,32 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 1.548.730 | 6,85 | 137.046 | 3,42 | ||||
| 2026-02-11 | 13F | Vermillion Wealth Management, Inc. | 18.241 | 3,88 | 1.614 | 0,56 | ||||
| 2026-02-17 | 13F | Hurlow Wealth Management Group, Inc. | 133.952 | -3,27 | 11.853 | -6,37 | ||||
| 2026-01-26 | 13F | Frankly Finances, LLC | 22.355 | 1.978 | ||||||
| 2026-01-22 | 13F | Franklin, Parlapiano, Turner & Welch, LLC | 8.595 | 0,00 | 796 | 1,40 | ||||
| 2026-02-12 | 13F | SVRN Asset Management, LLC | 53.254 | 4.712 | ||||||
| 2026-02-06 | 13F | Associated Banc-corp | 55.234 | -36,12 | 4.888 | -38,18 | ||||
| 2026-01-23 | 13F | Tower View Investment Management & Research LLC | 95 | 13,10 | 8 | 14,29 | ||||
| 2026-02-13 | 13F | TFB Advisors LLC | 5.730 | -0,24 | 507 | -1,36 | ||||
| 2026-01-23 | 13F | Galvin, Gaustad & Stein, LLC | 121.472 | 0,08 | 10.749 | -3,13 | ||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 37.875 | 12,78 | 3.352 | 9,15 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 104.640 | 100,86 | 9.257 | 94,39 | ||||
| 2025-10-27 | 13F | Capital City Trust Co/fl | 0 | -100,00 | 0 | |||||
| 2026-01-05 | 13F | LifeGuide Financial Advisors, LLC | 47.950 | 0,14 | 4.245 | -1,19 | ||||
| 2026-02-17 | 13F | Core Wealth Advisors, Inc. | 2.469 | -20,30 | 218 | -22,97 | ||||
| 2026-01-28 | 13F | Libra Wealth Llc | 6.165 | 0,00 | 546 | -3,20 | ||||
| 2026-02-10 | 13F | Nomura Asset Management Co Ltd | 24.600 | 0,00 | 2.177 | -3,20 | ||||
| 2026-03-02 | 13F | Amicus Financial Advisors, LLC | 76.563 | 6.775 | ||||||
| 2026-02-04 | 13F | Hirtle Callaghan & Co LLC | 6.959 | 0,00 | 616 | -3,30 | ||||
| 2026-01-14 | 13F | Neumann Capital Management, LLC | 63.432 | -0,57 | 5.613 | -3,76 | ||||
| 2026-02-13 | 13F | State Street Corp | 258.371 | -28,79 | 22.863 | -31,07 | ||||
| 2026-01-08 | 13F | Bayshore Asset Management, Llc | 76.626 | 0,36 | 6.781 | -2,85 | ||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Key FInancial Inc | 3.643 | 6,77 | 322 | 3,21 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 181 | 0 | ||||||
| 2026-02-18 | 13F | GWM Advisors LLC | 97.141 | 3,24 | 8.596 | -0,06 | ||||
| 2026-02-13 | 13F | Sargent Investment Group, LLC | 11.022 | 975 | ||||||
| 2026-02-11 | 13F | Dorsey & Whitney Trust CO LLC | 20.410 | 6,26 | 1.806 | 2,91 | ||||
| 2026-02-13 | 13F | Winter & Associates, Inc. | 10.527 | 932 | ||||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | HCR Wealth Advisors | 4.139 | 366 | ||||||
| 2026-02-10 | 13F | Texas Yale Capital Corp. | 36.263 | 4,90 | 3.209 | 1,52 | ||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 232.840 | 5,37 | 20.604 | 1,98 | ||||
| 2026-02-10 | 13F | Garde Capital, Inc. | 373.549 | 4,35 | 33.055 | 1,01 | ||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Hershey Financial Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Mason Investment Advisory Services, Inc. | 8.329 | 0,59 | 737 | -2,65 | ||||
| 2026-01-29 | 13F | Index Fund Advisors, Inc. | 28.603 | -1,05 | 2.531 | -4,20 | ||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 225 | 0,00 | 20 | -5,00 | ||||
| 2026-02-09 | 13F | Bleakley Financial Group, LLC | 15.241 | 18,61 | 1.349 | 14,82 | ||||
| 2026-01-28 | 13F | Atwood & Palmer Inc | 1.112 | 0,00 | 98 | -2,97 | ||||
| 2026-01-07 | 13F | Central Pacific Bank - Trust Division | 12 | 0,00 | 1 | 0,00 | ||||
| 2026-02-06 | 13F | Csenge Advisory Group | 30.699 | 2.717 | ||||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 755.682 | -2,08 | 66.874 | -5,24 | ||||
| 2026-01-08 | 13F | Sound View Wealth Advisors Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 60.216 | 19,71 | 5.329 | 15,88 | ||||
| 2026-01-23 | 13F | Evolution Advisers, Inc. | 116 | 480,00 | 0 | |||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 8.905 | 0,75 | 788 | -2,60 | ||||
| 2026-02-11 | 13F | Strategic Advocates LLC | 0 | 0 | ||||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 401 | -1,72 | 35 | -5,41 | ||||
| 2025-10-22 | 13F | Stone Point Wealth LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-12 | 13F | Founders Grove Wealth Partners, Llc | 14.725 | 0,04 | 1.303 | -3,12 | ||||
| 2026-02-12 | 13F | Schneider Downs Wealth Management Advisors, LP | 11.596 | 0,24 | 1.026 | -2,93 | ||||
| 2026-02-03 | 13F | Retirement Planning Group | 33.680 | -14,78 | 2.980 | -17,52 | ||||
| 2026-01-08 | 13F | Traveka Wealth, LLC | 56.551 | -0,02 | 5.004 | -3,23 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 109 | -4,39 | 10 | -10,00 | ||||
| 2026-01-29 | 13F | Elevated Financial Group LLC | 6.168 | 546 | ||||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 92.682 | -10,87 | 8.201 | -13,73 | ||||
| 2026-02-17 | 13F | Perennial Investment Advisors, LLC | 2.638 | -3,30 | 233 | -6,43 | ||||
| 2026-01-16 | 13F | SWS Partners | 2.754 | -3,37 | 244 | -6,54 | ||||
| 2026-02-09 | 13F | White Lighthouse Investment Management Inc. | 59.746 | -2,45 | 5.287 | -5,57 | ||||
| 2026-02-17 | 13F | Asset Management Group, Inc. | 35.215 | -0,69 | 3.116 | -3,86 | ||||
| 2026-01-26 | 13F | DBK Financial Counsel, LLC | 12.490 | 4,04 | 1.105 | 0,73 | ||||
| 2026-02-13 | 13F | McAdam, LLC | 3.159 | 0,06 | 280 | -3,12 | ||||
| 2026-01-07 | 13F | Harbor Investment Advisory, Llc | 79.959 | 0,12 | 7.076 | -3,10 | ||||
| 2025-11-13 | 13F | Jump Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Falcon Wealth Planning | 399.028 | 7,00 | 35.310 | 3,58 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 27.075 | 252,77 | 2.396 | 241,65 | ||||
| 2026-02-05 | 13F | HighMark Wealth Management LLC | 38 | 5,56 | 3 | 0,00 | ||||
| 2025-11-05 | 13F | Moloney Securities Asset Management, LLC | 3.508 | -3,41 | 321 | -0,93 | ||||
| 2026-01-29 | 13F | Advisors Capital Management, LLC | 7.105 | 2,24 | 629 | -1,10 | ||||
| 2026-02-12 | 13F | Chilton Capital Management Llc | 216.398 | 172,31 | 19.149 | 163,58 | ||||
| 2026-01-29 | 13F | Howard Wealth Management, Llc | 14.296 | 0,70 | 1.265 | -2,47 | ||||
| 2026-02-04 | 13F | Northeast Investment Management | 5.160 | 1,55 | 457 | -1,72 | ||||
| 2026-02-13 | 13F | Evelyn Partners Investment Management LLP | 295 | 26 | ||||||
| 2026-02-10 | 13F | WASHINGTON TRUST Co | 10.388 | -0,39 | 919 | -3,57 | ||||
| 2026-01-29 | 13F/A | Stockman Wealth Management, Inc. | 3.482 | 0,00 | 308 | -3,14 | ||||
| 2026-02-11 | 13F | Ameraudi Asset Management, Inc. | 10.927 | 14,59 | 967 | 10,91 | ||||
| 2026-02-06 | 13F | Orin Green Financial, LLC | 2.459 | 0,00 | 218 | -3,12 | ||||
| 2026-01-23 | 13F | DHJJ Financial Advisors, Ltd. | 573 | 0,00 | 51 | -3,85 | ||||
| 2026-01-23 | 13F | Brown, Lisle/cummings, Inc. | 480 | 0,00 | 42 | -2,33 | ||||
| 2026-02-13 | 13F | Chandler Asset Management, Inc. | 418.418 | 5,28 | 37.026 | 1,90 | ||||
| 2025-11-14 | 13F | Nekton Capital Ltd. | 17.957 | 1.642 | ||||||
| 2026-02-10 | 13F | Thompson Siegel & Walmsley Llc | 13.327 | -12,06 | 1 | 0,00 | ||||
| 2026-02-05 | 13F | Pinnacle Associates Ltd | 29.728 | -10,33 | 2.631 | -13,20 | ||||
| 2025-11-10 | 13F | Private Advisory Group LLC | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | McGlone Suttner Wealth Management, Inc. | 3.067 | 0,20 | 271 | -2,87 | ||||
| 2026-01-26 | 13F | WorthPointe, LLC | 3.249 | 288 | ||||||
| 2026-01-22 | 13F | Comprehensive Money Management Services LLC | 9.631 | 1,66 | 852 | -1,62 | ||||
| 2026-02-17 | 13F | Greenline Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Investment Advisory Group, LLC | 23.133 | 1,00 | 2.047 | -2,20 | ||||
| 2026-02-10 | 13F | Murphy & Mullick Capital Management Corp | 849 | -69,62 | 75 | -70,59 | ||||
| 2026-01-09 | 13F | Baron Financial Group, LLC | 61.992 | 4,65 | 5.486 | 1,29 | ||||
| 2026-01-06 | 13F | Investors Research Corp | 35 | 0,00 | 3 | 0,00 | ||||
| 2026-02-02 | 13F | Ascent Wealth Partners, LLC | 21.081 | 4,64 | 1.865 | 1,30 | ||||
| 2026-02-09 | 13F | Texas Capital Bank Wealth Management Services Inc | 2.765 | 22,78 | 245 | 19,02 | ||||
| 2025-11-12 | 13F | RiverGlades Family Offices LLC | 3.849 | -3,02 | 352 | -0,57 | ||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 108.817 | 774,81 | 9.629 | 746,88 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 2.914 | -10,59 | 258 | -13,47 | ||||
| 2026-01-30 | 13F | Citizens Financial Group Inc/ri | 482.194 | -3,33 | 42.669 | -6,43 | ||||
| 2026-02-17 | 13F | Centennial Bank/AR/ | 15.892 | -0,94 | 1.406 | -4,09 | ||||
| 2025-11-21 | 13F | Forefront Analytics, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 5.718 | 32,21 | 506 | 27,85 | ||||
| 2026-02-11 | 13F | VeraBank, N.A. | 58.389 | 3,69 | 5.167 | 0,35 | ||||
| 2026-02-13 | 13F | Financial Freedom, LLC | 3.462 | 0,46 | 306 | -2,86 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 2.084.736 | 2,40 | 184.478 | -0,88 | ||||
| 2026-01-26 | 13F | Trinity Legacy Partners, LLC | 10.053 | 1,96 | 890 | 1,14 | ||||
| 2026-02-13 | 13F | Knollwood Investment Advisory, LLC | 8.926 | 20,59 | 790 | 16,72 | ||||
| 2026-02-17 | 13F | Hansen & Associates Financial Group, Inc. | 5.925 | 43,88 | 556 | 48,27 | ||||
| 2025-11-06 | 13F | Wealthstream Advisors, Inc. | 3.690 | 0,00 | 337 | 2,74 | ||||
| 2026-02-17 | 13F | Van Den Berg Management I, Inc | 125 | -43,18 | 11 | -45,00 | ||||
| 2026-01-30 | 13F | RCW Management, LLC | 2.683 | 237 | ||||||
| 2026-01-13 | 13F | Mather Group, Llc. | 9.696 | -9,49 | 858 | -12,46 | ||||
| 2026-02-06 | 13F | Keudell/Morrison Wealth Management | 100.090 | 3.095,72 | 8.857 | 3.085,61 | ||||
| 2025-11-10 | 13F | Lion Street Advisors, LLC | 2.107 | 230 | ||||||
| 2026-01-12 | 13F | Sentinel Pension Advisors Inc | 12.099 | -0,02 | 1.071 | -3,25 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 143.698 | -2,05 | 12.716 | -5,19 | ||||
| 2026-02-11 | 13F | Fund Evaluation Group, LLC | 14.861 | -36,15 | 1.315 | -38,18 | ||||
| 2026-02-10 | 13F | Fort Sheridan Advisors Llc | 2.578 | -8,81 | 228 | -11,63 | ||||
| 2026-02-09 | 13F | Prospera Financial Services Inc | 15.708 | -9,17 | 1.392 | -12,07 | ||||
| 2026-01-14 | 13F | Spire Wealth Management | 7.602 | -11,21 | 673 | -14,07 | ||||
| 2025-11-12 | 13F | Cobblestone Capital Advisors Llc /ny/ | 4.440 | 8,08 | 406 | 10,96 | ||||
| 2026-02-19 | 13F | TMB Capital Partners, LLC | 33.201 | 2.938 | ||||||
| 2026-01-28 | 13F | Boston Trust Walden Corp | 4.522 | -5,10 | 400 | -8,05 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 62.299 | -74,57 | 5.513 | -75,20 | ||||
| 2026-01-20 | 13F | American National Bank | 3.942 | -1,13 | 349 | -4,40 | ||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 32.762 | -6,80 | 2.899 | -9,77 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 51.629 | 144,11 | 4.569 | 136,32 | ||||
| 2026-01-21 | 13F | Petra Financial Advisors Inc | 4.837 | 0,06 | 428 | -2,95 | ||||
| 2026-01-14 | 13F | Cypress Financial Planning Llc | 190.871 | -26,31 | 17.030 | -28,08 | ||||
| 2026-01-14 | 13F | Exchange Traded Concepts, Llc | 32.454 | -86,11 | 2.872 | -86,56 | ||||
| 2025-12-15 | 13F | Farmers National Bank | 5.152 | -1,28 | 471 | 1,29 | ||||
| 2026-01-09 | 13F | SG Americas Securities, LLC | 58.735 | -13,94 | 5 | -16,67 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 4.943 | -65,03 | 437 | -66,18 | ||||
| 2026-02-10 | 13F | KERR FINANCIAL PLANNING Corp | 2.334 | 95,15 | 211 | 96,26 | ||||
| 2025-11-14 | 13F | Eqis Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 50.980 | 45,92 | 3.386 | 6,01 | ||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 51.804 | 1,81 | 4.584 | -1,44 | ||||
| 2025-11-04 | 13F | Brown Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | PFG Advisors | 3.419 | 20,86 | 303 | 17,05 | ||||
| 2026-02-04 | 13F | Dynamic Wealth Strategies, LLC | 2.288 | 2,79 | 202 | -0,49 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 58.265 | -9,82 | 5.275 | -10,14 | ||||
| 2026-02-12 | 13F | Wedbush Securities Inc | 38.158 | 6,74 | 3 | 0,00 | ||||
| 2026-02-17 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Financial Advisors Network, Inc. | 71.959 | 0,17 | 6.578 | 2,83 | ||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 13.957 | 23,91 | 1.235 | 20,02 | ||||
| 2026-02-17 | 13F | BLKBRD Asset Management, LP | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Ironwood Financial, llc | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Asset Management One Co., Ltd. | 118.330 | 5,08 | 10.536 | 2,35 | ||||
| 2026-01-29 | 13F | UMA Financial Services, Inc. | 13.773 | -2,00 | 1.219 | -5,14 | ||||
| 2026-01-21 | 13F | Vanderbilt University | 856.425 | 0,91 | 75.785 | -2,33 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 50.449 | -27,11 | 4.464 | -29,45 | ||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | Stablepoint Partners, LLC | 7.747 | 1,22 | 686 | -2,00 | ||||
| 2026-01-29 | 13F | Compass Ion Advisors, LLC | 36.757 | -3,12 | 3.253 | -6,23 | ||||
| 2026-02-12 | 13F | Richmond Brothers, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | Grove Bank & Trust | 140.802 | 5,15 | 12.460 | 1,77 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 71.707 | 42,11 | 6.345 | 37,58 | ||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 26.909 | -11,10 | 2.381 | -13,95 | ||||
| 2026-02-11 | 13F | Cooper/haims Advisors, Llc | 3.163 | -0,50 | 280 | -3,79 | ||||
| 2026-02-17 | 13F | Creegan & Nassoura Financial Group, LLC | 15.370 | 1.360 | ||||||
| 2026-02-10 | 13F | Meramec Financial Planners, LLC | 11.426 | 1.054 | ||||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 5.635 | -3,39 | 499 | -6,57 | ||||
| 2026-02-20 | 13F | Wick Capital Partners, LLC | 25.717 | 485,41 | 389 | -3,24 | ||||
| 2026-02-11 | 13F | GW&K Investment Management, LLC | 2.125 | 0 | ||||||
| 2025-11-04 | 13F | Pineridge Advisors LLC | 16 | 6,67 | 1 | 0,00 | ||||
| 2026-02-12 | 13F | Reality Financial Planning Services, LLC | 11.566 | 1.023 | ||||||
| 2026-01-13 | 13F | Balanced Wealth Group Llc | 56.089 | 1,66 | 5.136 | 3,76 | ||||
| 2026-01-27 | 13F | Human Investing LLC | 57.756 | 3,21 | 5.111 | -0,10 | ||||
| 2026-02-10 | 13F | Essex Financial Services, Inc. | 4.036 | 13,56 | 357 | 10,19 | ||||
| 2026-02-10 | 13F | Tidemark, LLC | 310 | 0,00 | 27 | -3,57 | ||||
| 2026-02-17 | 13F | Capital Fund Management S.a. | Put | 78.000 | -17,37 | 6.902 | -20,02 | |||
| 2026-01-13 | 13F | West Financial Advisors, LLC | 168.126 | 2,58 | 14.877 | -0,71 | ||||
| 2026-01-26 | 13F | Independent Wealth Network Inc. | 11.646 | -3,37 | 1.031 | -6,45 | ||||
| 2026-02-17 | 13F | Capital Fund Management S.a. | Call | 73.300 | -14,47 | 6.486 | -17,21 | |||
| 2026-03-04 | 13F | SHP Wealth Management | 549 | 49 | ||||||
| 2026-02-06 | 13F | Burling Wealth Partners, Llc | 2.560 | -21,47 | 227 | -24,16 | ||||
| 2026-02-05 | 13F | Unconventional Investor, LLC | 56.114 | 0,50 | 4.965 | -2,72 | ||||
| 2026-01-21 | 13F | Finward Bancorp | 2.862 | -2,95 | 253 | -5,95 | ||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 29.620 | 2,40 | 2.621 | -0,87 | ||||
| 2026-02-13 | 13F/A | Newport Capital Group, LLC | 13.175 | 12,23 | 1.166 | 8,57 | ||||
| 2026-02-13 | 13F | Venture Visionary Partners LLC | 4.532 | -4,47 | 401 | -7,39 | ||||
| 2026-02-10 | 13F | North Berkeley Wealth Management, LLC | 16.338 | -0,66 | 1.446 | -3,86 | ||||
| 2026-02-17 | 13F | Evercore Wealth Management, LLC | 5.344 | -1,64 | 473 | -4,84 | ||||
| 2026-01-07 | 13F | Corsicana & Co. | 260 | -49,02 | 23 | -50,00 | ||||
| 2026-01-20 | 13F | Roger Wittlin Investment Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Franklin Resources Inc | 70.888 | 2,38 | 6.273 | -0,92 | ||||
| 2026-01-22 | 13F | Bfsg, Llc | 6.169 | -58,27 | 546 | -59,66 | ||||
| 2026-02-05 | 13F | Sherman Asset Management, Inc. | 23.144 | 7,94 | 2.048 | 4,49 | ||||
| 2026-02-06 | 13F | BOK Financial Private Wealth, Inc. | 7.477 | -0,44 | 662 | -3,64 | ||||
| 2026-01-15 | 13F | Hengehold Capital Management Llc | 23.843 | 11,97 | 2.110 | 8,38 | ||||
| 2026-02-06 | 13F | Marble Harbor Investment Counsel, LLC | 24.500 | 11,87 | 2.168 | 8,29 | ||||
| 2026-02-05 | 13F | Blume Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 29.612 | 4,44 | 2.620 | 1,12 | ||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 9.084 | -10,64 | 804 | -13,56 | ||||
| 2026-01-29 | 13F | BKM Wealth Management, LLC | 21.570 | 6,77 | 1.909 | 3,36 | ||||
| 2026-01-09 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 3.328 | 1.042 | ||||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 1.819 | 206,23 | 161 | 196,30 | ||||
| 2026-02-04 | 13F | HORAN Wealth, LLC | 7.742 | 0,01 | 685 | -3,11 | ||||
| 2026-02-13 | 13F | 1832 Asset Management L.P. | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Gpwm Llc | 103.634 | 7,84 | 9.171 | 4,38 | ||||
| 2026-02-12 | 13F | Hudock, Inc. | 8.808 | -0,17 | 780 | -3,35 | ||||
| 2026-02-18 | 13F | Andrews Advisory Associates, LLC | 27.899 | 2.469 | ||||||
| 2026-02-09 | 13F | Heritage Wealth Management, Inc./Texas | 92.128 | 12,96 | 8.153 | 9,35 | ||||
| 2026-01-23 | 13F | Northwest Quadrant Wealth Management, LLC | 62.504 | -11,31 | 5.531 | -14,17 | ||||
| 2026-02-05 | 13F | Alexander Randolph Advisory Inc | 3.000 | 0,00 | 265 | -3,28 | ||||
| 2026-02-13 | 13F | Manufacturers Life Insurance Company, The | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Global Endowment Management, LP | 38.000 | 0,00 | 3.363 | -3,17 | ||||
| 2026-02-09 | 13F | Roundview Capital LLC | 18.851 | 18,92 | 1.668 | 15,11 | ||||
| 2026-02-13 | 13F | Jacobi Capital Management LLC | 13.046 | -51,04 | 1.154 | -52,63 | ||||
| 2025-09-26 | 13F | Capital A Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Waldron Private Wealth LLC | 36.263 | 0,10 | 3.209 | -3,11 | ||||
| 2026-01-09 | 13F | Capstone Wealth Management Group LLC | 2.911 | -10,84 | 258 | -13,76 | ||||
| 2026-01-23 | 13F | Mustard Seed Financial, LLC | 10.278 | -0,30 | 910 | -3,50 | ||||
| 2025-11-14 | 13F | Squarepoint Ops LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-23 | 13F | Bryant Woods Investment Advisors, LLC | 7.038 | 1,94 | 623 | -1,43 | ||||
| 2026-02-06 | 13F | Ironwood Investment Counsel, LLC | 3.121 | -47,38 | 276 | -49,08 | ||||
| 2026-01-13 | 13F | Regatta Capital Group, Llc | 26.320 | -6,65 | 2.329 | -9,62 | ||||
| 2026-01-29 | 13F | Calamos Wealth Management LLC | 2.765 | -7,21 | 245 | -10,29 | ||||
| 2026-01-14 | 13F | Flywheel Private Wealth LLC | 3.284 | 12,50 | 291 | 9,02 | ||||
| 2026-02-09 | 13F | Flagstone Financial Management | 112.150 | 4,34 | 9.924 | 1,00 | ||||
| 2026-01-27 | 13F | First Horizon Corp | 12.200 | 0,00 | 1.080 | -3,23 | ||||
| 2026-02-09 | 13F | Topel & Distasi Wealth Management, LLC | 3.020 | 1,79 | 267 | -1,48 | ||||
| 2026-02-11 | 13F | Flagship Wealth Advisors, Llc | 786 | 0,00 | 70 | -2,82 | ||||
| 2026-02-13 | 13F | Victory Capital Management Inc | 99.002 | 0,00 | 8.761 | -3,20 | ||||
| 2026-01-09 | 13F | Tactive Advisors, LLC | 4.706 | -2,14 | 416 | -5,24 | ||||
| 2026-01-14 | 13F | USA Financial Portformulas Corp | 2.856 | -9,73 | 253 | -12,80 | ||||
| 2026-02-11 | 13F | Capital Group Private Client Services, Inc. | 22.838 | -18,58 | 2.021 | -21,22 | ||||
| 2026-01-26 | 13F | SMART Wealth LLC | 38.449 | -7,17 | 3.402 | -10,14 | ||||
| 2026-01-21 | 13F | SJS Investment Consulting Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Obsido Oy | 31.529 | 11,96 | 2.790 | 8,39 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 114.317 | -2,85 | 10.116 | -5,97 | ||||
| 2026-01-27 | 13F | Financial Advisory Corp | 140.366 | 1,11 | 12.421 | -2,13 | ||||
| 2026-01-20 | 13F | Meridian Investment Counsel Inc. | 3.698 | 0,00 | 327 | -3,25 | ||||
| 2026-01-20 | 13F | Coastal Investment Advisors, Inc. | 938 | 11,01 | 83 | 6,49 | ||||
| 2026-01-30 | 13F | Sage Rhino Capital Llc | 3.172 | -4,08 | 281 | -7,28 | ||||
| 2026-01-14 | 13F | Romano Brothers And Company | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Fairscale Capital, LLC | 18 | 0,00 | 2 | 0,00 | ||||
| 2026-02-12 | 13F | Proficio Capital Partners LLC | 24.320 | 2.152 | ||||||
| 2026-02-18 | 13F | Onyx Bridge Wealth Group LLC | 2.629 | 14,25 | 233 | 10,48 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 2.695.086 | 0,56 | 238.488 | -2,66 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 3.370.746 | 1,60 | 298.277 | -1,66 | ||||
| 2026-01-05 | 13F | Coastline Trust Co | 150 | 0,00 | 13 | 0,00 | ||||
| 2026-02-13 | 13F | Schroder Investment Management Group | 0 | -100,00 | 0 | |||||
| 2026-02-20 | 13F | Waterford Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | WESPAC Advisors, LLC | 2.339 | 207 | ||||||
| 2026-01-15 | 13F | Delta Capital Management Llc | 3.000 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 4.205.539 | -2,70 | 372.148 | -5,82 | ||||
| 2026-01-21 | 13F | Stock Yards Bank & Trust Co | 10.464 | -36,54 | 926 | -38,62 | ||||
| 2026-02-13 | 13F | First National Bank Of Omaha | 68.371 | 226,98 | 6.083 | 218,26 | ||||
| 2026-02-10 | 13F | Clarity Capital Advisors, LLC | 30.526 | 9,47 | 2.701 | 5,96 | ||||
| 2026-03-05 | 13F | Bayban | 3.634 | 322 | ||||||
| 2026-01-08 | 13F | Maridea Wealth Management LLC | 4.001 | 15,17 | 354 | 10,97 | ||||
| 2026-02-06 | 13F | Kingdom Financial Group LLC. | 668 | 59 | ||||||
| 2026-02-17 | 13F | Wall Capital Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 50.791 | 16,26 | 4.495 | 13,03 | ||||
| 2026-01-23 | 13F | Eagle Strategies LLC | 5.469 | 0,51 | 484 | -2,82 | ||||
| 2026-02-04 | 13F | Boyd Watterson Asset Management Llc/oh | 462 | 0,00 | 41 | -4,76 | ||||
| 2026-02-11 | 13F | Nemes Rush Group LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | First National Bank Sioux Falls | 4.017 | 0,00 | 355 | -3,27 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Atlanta Consulting Group Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Prairiewood Capital, LLC | 98.900 | 13,24 | 8.752 | 9,61 | ||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | 16.903 | -1,49 | 1.496 | -4,66 | ||||
| 2026-02-17 | 13F | Capital Insight Partners, Llc | 3.867 | -26,37 | 342 | -28,75 | ||||
| 2026-02-05 | 13F | IMG Wealth Management, Inc. | 295 | 26 | ||||||
| 2026-02-05 | 13F | Passive Capital Management, LLC. | 433.672 | -0,05 | 38.376 | -3,26 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 44.034 | -2,79 | 3.929 | -5,17 | ||||
| 2026-01-27 | 13F | Latitude Advisors, LLC | 2.295 | -9,11 | 203 | -11,74 | ||||
| 2026-01-27 | 13F | RTD Financial Advisors, Inc. | 12.549 | -65,11 | 1.110 | -66,23 | ||||
| 2026-01-15 | 13F | Vannoy Advisory Group, Inc. | 4.680 | -0,40 | 414 | -3,50 | ||||
| 2026-01-20 | 13F | YANKCOM Partnership | 21.215 | 6,14 | 1.878 | 2,74 | ||||
| 2026-01-28 | 13F | O'ROURKE & COMPANY, Inc | 9.522 | 7,21 | 843 | 3,82 | ||||
| 2026-01-30 | 13F | Citizens National Bank Trust Department | 1.960 | -26,95 | 173 | -29,39 | ||||
| 2026-02-11 | 13F | Simplex Trading, Llc | 13.744 | -74,78 | 1.216 | 30.300,00 | ||||
| 2026-02-10 | 13F | SCS Capital Management LLC | 446.251 | 4,25 | 39.489 | 0,91 | ||||
| 2026-02-12 | 13F | Johnson Financial Group, Inc. | 119.909 | -3,27 | 10.611 | -6,37 | ||||
| 2026-02-17 | 13F | Hanover Advisors Inc | 16.445 | -1,23 | 1.455 | -4,40 | ||||
| 2026-01-27 | 13F | Compass Financial Group, INC/SD | 2.756 | 0,51 | 244 | -2,80 | ||||
| 2026-01-20 | 13F | Pflug Koory, LLC | 372 | 0,81 | 33 | -3,03 | ||||
| 2026-01-21 | 13F | Bluestem Financial Advisors, Llc | 155.732 | 0,10 | 13.781 | -3,11 | ||||
| 2026-02-17 | 13F | Hyundai Investments Co., Ltd. | 5.584 | 498 | ||||||
| 2026-02-12 | 13F | Elite Financial, Inc. | 2.888 | 0,17 | 0 | |||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 1.021 | -21,58 | 90 | -24,37 | ||||
| 2026-02-13 | 13F | Destination Wealth Management | 30.411 | 1,74 | 2.691 | -1,50 | ||||
| 2025-11-17 | 13F | FSA Wealth Management LLC | 1.957 | 0,46 | 175 | 4,82 | ||||
| 2026-02-10 | 13F | MGO Private Wealth, LLC | 18.731 | 61,35 | 1.658 | 56,17 | ||||
| 2026-02-13 | 13F | Integrity Investment Advisors, LLC | 4.488 | 397 | ||||||
| 2026-01-06 | 13F | RDA Financial Network | 2.783 | -0,32 | 246 | -3,53 | ||||
| 2026-01-12 | 13F | Pioneer Wealth Management Group | 24.021 | 2,71 | 2.126 | -0,61 | ||||
| 2026-02-13 | 13F | Ashford Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Churchill Financial Advisors, LLC | 5.949 | 526 | ||||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 390.977 | 3,79 | 34.598 | 0,46 | ||||
| 2026-01-13 | 13F | Mayflower Financial Advisors, LLC | 7.723 | -3,14 | 683 | -6,18 | ||||
| 2026-01-16 | 13F | YHB Investment Advisors, Inc. | 6.616 | 0,14 | 585 | -2,99 | ||||
| 2026-02-10 | 13F | Basepoint Wealth LLC | 1.173 | 104 | ||||||
| 2026-02-06 | 13F | Bare Financial Services, Inc | 1.434 | 0,00 | 127 | -3,82 | ||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 21.316 | 29,53 | 1.886 | 25,40 | ||||
| 2026-01-14 | 13F | Jfs Wealth Advisors, Llc | 8.622 | -36,45 | 763 | -38,55 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 18.544 | -0,06 | 1.641 | -3,30 | ||||
| 2026-02-17 | 13F | Edmond De Rothschild Holding S.a. | 850 | 0,00 | 75 | -2,60 | ||||
| 2026-01-21 | 13F | TOWER TRUST & INVESTMENT Co | 2.750 | 10,80 | 243 | 7,52 | ||||
| 2026-02-10 | 13F | Greenspring Advisors, LLC | 38.775 | 3.431 | ||||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 24 | -81,95 | 2 | -83,33 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-11 | 13F | Motley Fool Wealth Management, LLC | 19.182 | 91,38 | 1.697 | 85,26 | ||||
| 2026-02-12 | 13F | AlphaCentric Advisors LLC | 2.319 | 18,20 | 205 | 17,82 | ||||
| 2026-02-10 | 13F | W.H. Cornerstone Investments Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Cordant, Inc. | 131.914 | 6,87 | 11.673 | 3,45 | ||||
| 2026-02-06 | 13F | Ruedi Wealth Management, Inc. | 9.775 | 0,61 | 865 | -2,59 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Heartwood Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Guidance Point Advisors, LLC | 2.836 | -1,36 | 252 | -4,56 |
Other Listings
| US:VNQ | 93,55 USD |
