0LOE - Vanguard Index Funds - Vanguard Small-Cap Growth ETF Azioni - Prezzo delle azioni, proprietà istituzionale, azionisti (LSE)

Vanguard Index Funds - Vanguard Small-Cap Growth ETF
GB ˙ LSE ˙ US9229085959
236,94 USD ↓ -2,71 (-1,13%)
2023-12-18
PREZZO DELLE AZIONI
Statistiche di base
Proprietari istituzionali 1239 total, 1236 long only, 0 short only, 3 long/short - change of 2,65% MRQ
Allocazione media del portafoglio 0.3674 % - change of 2,16% MRQ
Azioni istituzionali (Long) 40.508.699 (ex 13D/G) - change of -0,94MM shares -2,26% MRQ
Valore istituzionale (Long) $ 12.005.774 USD ($1000)
Proprietà istituzionale e azionisti

Vanguard Index Funds - Vanguard Small-Cap Growth ETF (GB:0LOE) ha 1239 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 40,508,699 azioni. I maggiori azionisti includono Bank Of America Corp /de/, Morgan Stanley, Assetmark, Inc, CI Private Wealth, LLC, Sei Investments Co, LPL Financial LLC, Wells Fargo & Company/mn, EP Wealth Advisors, Inc., UBS Group AG, and Pnc Financial Services Group, Inc. .

(Vanguard Index Funds - Vanguard Small-Cap Growth ETF (LSE:0LOE) 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

Consulta Ownership Explorer per visualizzare l'elenco delle aziende con il ranking più alto.

AI+ Ask Fintel’s AI assistant about Vanguard Index Funds - Vanguard Small-Cap Growth ETF.

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

Thinking of good questions…
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.

Esegui l'upgrade per sbloccare i dati premium ed esportarli in Excel .

Important Note

In an effort to reduce load times for our mobile users, we are testing some ways to deliver lighter pages.

In this first test, we will deliver only the most recent 750 transactions (out of 1370 for this stock). If you are interested in loading *all* the transactions for this company, click the "load all" button below. This is just a test and if you don't like it, please let us know by submitting some gentle feedback via the link at the bottom of this page.

Load All
Data di deposito Fonte Investitore Tipo Prezzo medio
(Stima)
Azioni Δ Azioni
(%)
Valore
dichiarato
($ 1000)
Δ Valore
(%)
Allocazione del portafoglio
(%)
2026-05-11 13F Rossby Financial, LCC 2.331 2.000,00 711 2.051,52
2026-04-06 13F Trust Co of the South 28.288 0,80 8.550 0,85
2026-05-09 13F MSH Capital Advisors LLC 10.523 1,45 3.181 1,50
2026-04-28 13F Stratos Wealth Partners, LTD. 19.518 1,71 5.899 1,76
2026-04-28 13F Probity Advisors, Inc. 12.528 -4,52 3.786 -4,47
2026-04-22 13F Apollon Wealth Management, LLC 8.486 -3,84 2.565 -3,83
2026-05-15 13F Mcdonald Partners Llc 1.495 32,30 452 32,26
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 358 -0,83 108 0,00
2026-04-23 13F West Bancorporation Inc 1.367 4,27 413 4,29
2026-04-24 13F NavPoint Financial, Inc. 1.376 0,07 416 0,24
2026-04-16 13F Roble, Belko & Company, Inc 1.017 33.800,00 0
2026-04-07 13F Heartwood Wealth Advisors LLC 2.560 0,00 774 0,00
2026-04-22 13F Stone House Investment Management, LLC 0 -100,00 0
2026-02-12 13F Litman Gregory Asset Management LLC 261 79
2026-05-13 13F Principal Securities, Inc. 2.872 0,49 868 0,58
2026-05-15 13F Investmark Advisory Group LLC 3.760 -0,58 1.137 -0,53
2026-05-01 13F/A Kohmann Bosshard Financial Services, LLC 1.175 0,00 355 0,28
2026-05-15 13F Fiduciary Trust Co 3.499 16,75 1.058 16,80
2026-05-06 13F World Equity Group, Inc. 2.221 -5,65 671 -5,63
2026-05-15 13F Cardiff Park Advisors, Llc 1.363 0,07 412 0,00
2026-02-11 13F MidWestOne Financial Group, Inc. 1.972 0,00 596 1,54
2026-04-06 13F InTrack Investment Management Inc 6.396 -15,05 1.933 -15,00
2026-05-14 13F Brown Brothers Harriman & Co 1.147 -0,26 347 -0,29
2026-04-09 13F Acropolis Investment Management, LLC 12.469 0,89 3.769 0,94
2026-04-10 13F Perigon Wealth Management, LLC 16.917 7,25 5.113 7,30
2026-05-04 13F Hexagon Capital Partners LLC 1.585 479
2026-05-13 13F Signature Equity Partners, LLC 211 8,76 64 8,62
2026-05-14 13F Bollard Group LLC 112 0
2026-04-14 13F Global Trust Wealth Management LLC 9.852 3,49 2.978 3,55
2026-05-21 13F/A J. Derek Lewis & Associates Inc. 1.591 7,65 486 8,74
2026-05-01 13F Johnson Investment Counsel Inc 4.956 -3,45 1.498 -3,42
2026-03-02 13F Reflection Asset Management 39 12
2026-01-28 13F Edge Financial Advisors LLC 937 0,32 283 1,44
2026-05-15 13F Tower Research Capital LLC (TRC) 10 3
2026-05-06 13F Proffitt & Goodson Inc 298 -42,25 90 -41,94
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-04-15 13F DAVENPORT & Co LLC 4.384 1,95 1.325 2,08
2026-04-27 13F Mosley Wealth Management 631 188
2026-05-08 13F Valeo Financial Advisors, LLC 12.969 -0,18 3.920 -0,15
2026-05-13 13F Lido Advisors, LLC 5.626 20,37 1.701 21,43
2026-05-13 13F Invictus Private Wealth, Llc 1.098 0,00 332 0,00
2026-05-08 13F NorthStar Asset Management LLC /NJ/ 4.433 1,51 1.340 1,52
2026-01-07 13F Vigilare Wealth Management 0 -100,00 0
2026-04-24 13F Wagner Wealth Management, Llc 251 0,00 76 0,00
2026-05-12 13F Tiaa-cref Individual & Institutional Services, Llc 367.120 110.962
2026-05-07 13F Action Point Financial Planning, Llc 1.714 518
2026-05-11 13F RiverFront Investment Group, LLC 0 -100,00 0
2026-02-09 13F Sawgrass Asset Management Llc 0 -100,00 0
2026-04-29 13F Hartline Investment Corp/ 4.306 0,00 1.301 0,08
2026-04-13 13F Moody Lynn & Lieberson, Llc 715 0,00 216 0,00
2026-05-12 13F Adventist Health System/ West 38.149 0,00 11.531 0,04
2026-04-23 13F North Star Investment Management Corp. 775 0,13 234 0,43
2026-05-12 13F Clark Wealth Partners 3 1
2026-04-15 13F Silverlake Wealth Management Llc 2.066 1,92 624 1,96
2026-05-04 13F Retirement Planning Group 3.960 3,39 1.197 3,46
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-04-24 13F Eagle Bay Advisors LLC 0 -100,00 0
2026-04-29 13F Sageworth Trust Co 682 0,00 206 0,00
2026-04-27 13F BIP Wealth, LLC 1.579 -44,24 477 -44,21
2026-04-06 13F CX Institutional 20.773 -40,79 6 -40,00
2026-04-23 13F Seek First Inc. 15.973 11,13 4.828 11,17
2026-05-15 13F MAI Capital Management 13.174 22,43 3.982 22,49
2026-04-15 13F Signature Estate & Investment Advisors Llc 3.215 -0,25 972 -0,21
2026-05-11 13F Fourth Dimension Wealth, LLC 1.356 -17,27 410 -17,37
2026-01-28 13F Quent Long Short Global Small Cap Fund, LP 62.700 18.942
2026-05-13 13F Fusion Capital, LLC 2.449 6,11 740 6,17
2026-05-05 13F Atria Investments Llc 71.414 6,44 21.585 6,48
2026-05-05 13F Prosperity Consulting Group, LLC 3.748 0,00 1.133 0,00
2026-04-21 13F Old Second National Bank Of Aurora 369 0,00 112 0,00
2026-05-05 13F Net Worth Advisory Group 2.934 7,16 887 7,13
2026-04-08 13F DiNuzzo Private Wealth, Inc. 99 0,00 30 0,00
2026-04-10 13F Bouvel Investment Partners, LLC 5.508 1.665
2026-05-14 13F St. Louis Trust Co 3.648 -10,10 1.103 -10,04
2026-04-23 13F Simmons Bank 6.594 -1,76 1.992 -1,73
2026-04-09 13F Peterson Wealth Advisors, LLC 1.229 -10,88 371 -10,82
2026-05-14 13F Solstein Capital, LLC 300 91
2026-05-14 13F Jacobs Equity LLC 5.489 4,37 1.659 4,47
2026-05-01 13F Jmac Enterprises Llc 36.216 0,84 10.947 0,88
2026-04-22 13F Essential Planning, LLC. 15.807 -2,44 4.777 -2,41
2026-05-01 13F Coordinated Financial Services, Inc. 2.782 1,46 841 1,45
2026-05-06 13F Windward Private Wealth Management Inc. 1.943 -0,87 587 -0,84
2026-05-12 13F BOK Financial Private Wealth, Inc. 127 5,83 38 5,56
2026-05-11 13F CAPROCK Group, Inc. 5.889 -13,24 1.780 -13,17
2026-04-24 13F Pw Advisors, Llc \ Fl 0 -100,00 0
2026-04-28 13F Fortis Capital Advisors, LLC 4.822 0,88 1.458 0,90
2026-04-08 13F Grove Bank & Trust 126 0,00 38 0,00
2026-04-24 13F Bellevue Asset Management, Llc 205 0,00 62 0,00
2026-05-11 13F Hamrick Investment Counsel, llc 754 228
2026-04-15 13F Atwood & Palmer Inc 322 2.200,00 97 2.325,00
2026-04-28 13F Winthrop Capital Management, LLC 5.987 0,66 2 0,00
2026-05-13 13F Tobias Financial Advisors, Inc. 7.336 4,01 2.217 4,08
2026-05-13 13F AE Wealth Management LLC 5.645 1,80 1.706 1,85
2026-04-15 13F Register Financial Advisors LLC 402 1,26 121 0,83
2026-04-15 13F Cypress Wealth Services, LLC 1.035 0,00 313 0,00
2026-04-23 13F Dupree Financial Group, LLC 0 -100,00 0
2026-05-13 13F NewEdge Wealth, LLC 3.086 -6,37 933 -6,33
2026-03-12 13F Farmers National Bank 1.125 1,35 340 2,73
2026-04-27 13F Moneywise, Inc. 0 -100,00 0
2026-04-08 13F Inspirion Wealth Advisors, Llc 50.068 -20,59 15.133 -20,55
2026-04-17 13F Vermillion Wealth Management, Inc. 319 -12,84 97 -12,73
2026-05-06 13F Assetmark, Inc 1.609.318 2,84 486.416 2,89
2026-04-24 13F Livet Wealth, LLC 0 -100,00 0
2026-05-19 13F Western Wealth Management, LLC 10.372 -2,90 3.135 -2,85
2026-04-14 13F Focus Financial Network, Inc. 46.866 2,33 14.165 2,39
2026-05-14 13F Delos Wealth Advisors, LLC 37 0,00 11 0,00
2026-04-20 13F Ritholtz Wealth Management 1.731 0,06 523 0,19
2026-04-17 13F Murphy & Mullick Capital Management Corp 104 0,00 31 0,00
2026-02-12 13F Logan Capital Management Inc 0 -100,00 0 -100,00
2026-04-13 13F Richard P Slaughter Associates Inc 1.424 -10,94 430 -10,97
2026-04-22 13F Asset Allocation Strategies LLC 665 -3,62 201 -3,37
2026-04-15 13F LongView Wealth Management 1.506 -3,34 492 -2,00
2026-04-22 13F Cornerstone Wealth Group, LLC 649 217
2026-05-12 13F Werba Rubin Papier Wealth Management 6.705 3,06 2.027 3,10
2026-05-13 13F Pinnacle Financial Group, LLC / IL 5.957 4,47 1.800 4,53
2026-04-09 13F Tompkins Financial Corp 70 -49,64 21 -48,78
2026-04-21 13F Wedbush Securities Inc 4.872 12,60 1 0,00
2026-02-09 13F HBK Sorce Advisory LLC 0 -100,00 0 -100,00
2026-04-21 13F Sage Financial Management Group, Inc. 0 -100,00 0
2026-04-22 13F Coston, McIsaac & Partners 4 0,00 0
2026-04-27 13F Tsfg, Llc 2.249 0,00 1
2026-05-08 13F Resources Investment Advisors, LLC. 18.370 -2,41 5.552 -2,36
2026-05-06 13F Quadrant Private Wealth Management, LLC 1.226 0,00 371 0,00
2026-05-12 13F Goodwin Investment Advisory 2.423 -0,04 732 0,00
2026-05-12 13F Ally Invest Advisors Inc. 13.561 0,65 4.099 0,69
2026-04-20 13F Fonville Wealth Management LLC 1.105 0,00 334 0,00
2026-04-21 13F Valley Forge Investment Consultants Inc Adv 2.939 -0,34 888 -0,22
2026-04-09 13F Clarity Capital Advisors, LLC 2.267 -5,54 685 -5,52
2026-04-14 13F Bay Harbor Wealth Management, LLC 27 35,00 8 33,33
2026-05-11 13F Convergence Financial, LLC 1.488 97,09 450 96,93
2026-05-13 13F Philadelphia Trust Co 783 0,00 0
2025-12-09 13F/A Tudor Investment Corp Et Al 0 -100,00 0
2026-05-11 13F Integrity Advisory Solutions, LLC 929 1,75 281 1,82
2026-05-14 13F ICONIQ Capital, LLC 1.130 0,09 341 0,00
2026-05-01 13F Anchor Investment Management, LLC 2.465 -0,80 745 -0,80
2026-05-11 13F First National Bank Of Omaha 4.815 0,00 1.394 -5,11
2026-05-15 13F Quantinno Capital Management LP 24.385 27,46 7.371 27,53
2026-05-01 13F Martel Wealth Advisors Inc 13.194 -2,76 3.988 -2,73
2026-05-11 13F MCF Advisors LLC 101 197,06 31 200,00
2026-04-15 13F Planning Directions Inc 1.358 1,95 410 1,99
2026-02-13 13F Gts Securities Llc 0 -100,00 0
2026-04-28 13F Clear Retirement Advice LLC 18.589 -0,40 5.619 -2,84
2026-05-05 13F Ferguson Johnson Wealth Management Inc 4.584 2,39 1 0,00
2026-02-12 13F Cloud Capital Management, LLC 0 -100,00 0
2026-04-30 13F Madison Wealth Partners, Inc 0 -100,00 0
2026-05-14 13F Hazlett, Burt & Watson, Inc. 684 0,00 0
2026-05-13 13F GLR Partners, LLC 2.440 737
2026-04-16 13F Sentinel Pension Advisors Inc 5.493 -0,22 1.660 -0,18
2026-05-12 13F Northwest Bancshares, Inc. 2.017 -7,90 610 -7,87
2026-05-13 13F Heritage Wealth Advisors 60 0,00 18 0,00
2026-04-27 13F Pensionmark Financial Group, Llc 5.311 -3,80 1.606 -3,72
2026-05-13 13F Triumph Capital Management 36 2,86 11 0,00
2026-05-12 13F Laurel Wealth Advisors LLC 0 -100,00 0
2026-04-28 13F McGuire Investment Group, LLC 1.804 0,67 545 0,74
2026-05-13 13F Bank Of Montreal /can/ 35.519 59,71 10.736 59,79
2026-05-11 13F Atlas Legacy Advisors, LLC 2.547 7,79 770 7,85
2026-05-11 13F Phillip James Consulting Co. 7.279 682
2026-05-14 13F 1832 Asset Management L.P. 214.055 0,86 64.698 0,91
2026-04-09 13F Praetorian Wealth Management, Inc. 51.387 2,27 16.301 7,39
2026-04-22 13F JNBA Financial Advisors 362 -3,47 109 -3,54
2026-05-14 13F Gladstone Institutional Advisory LLC 8.422 -6,71 2.546 -6,67
2026-04-17 13F Hanson & Doremus Investment Management 270 0,00 0
2026-05-08 13F Jackson, Grant Investment Advisers, Inc. 545 0,18 165 0,00
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1.942 22,76 587 22,80
2026-05-06 13F Elyxium Wealth, LLC 0 -100,00 0
2026-05-15 13F Two Sigma Securities, Llc 1.277 386
2026-04-22 13F Continuum Advisory, LLC 1.120 -3,78 339 -3,70
2026-05-12 13F Strategic Wealth Partners, Ltd. 883 -10,54 267 -10,74
2026-04-20 13F Hilton Head Capital Partners, LLC 74 0,00 22 0,00
2026-05-15 13F Aberdeen Wealth Management LLC 40 12
2026-05-01 13F Wealthspire Advisors, LLC 204.118 0,31 61.695 0,36
2026-05-12 13F Investor's Fiduciary Advisor Network, LLC 0 -100,00 0
2026-05-11 13F Aprio Wealth Management, LLC 710 215
2026-05-11 13F Wrapmanager Inc 930 -8,82 281 -8,77
2026-02-18 13F First Citizens Bank & Trust Co 0 -100,00 0
2026-05-07 13F Green Square Capital Advisors Llc 3.897 0,52 1.178 0,51
2026-04-15 13F Murphy, Middleton, Hinkle & Parker, Inc. 1.721 520
2026-05-14 13F Providence Capital Advisors, LLC 72 0,00 22 0,00
2026-05-01 13F 180 Wealth Advisors, Llc 667 -0,74 201 -0,50
2026-04-17 13F Krilogy Financial LLC 18.634 -2,66 6.141 -0,34
2026-04-21 13F GHP Investment Advisors, Inc. 27.242 1,13 8.234 1,17
2026-05-04 13F Optima Capital Llc 0 -100,00 0
2026-05-14 13F Trustmark National Bank Trust Department 8.834 -11,33 2.670 -11,27
2026-04-30 13F Independence Bank of Kentucky 447 0,00 135 0,00
2026-05-04 13F Cornerstone Advisory, LLC 8.522 -36,67 2.576 -36,65
2026-05-05 13F Newbridge Financial Services Group, Inc. 25.974 -3,74 7.851 -3,70
2026-05-14 13F Renaissance Technologies Llc 1.680 -78,35 508 -78,37
2026-04-30 13F Mosaic Family Wealth Partners, Llc 121.688 36.780
2026-04-17 13F AdvisorNet Financial, Inc 2.398 3,27 725 3,28
2026-05-15 13F Strive Financial Group ,LLC 1.473 13,48 445 13,52
2026-05-12 13F Independent Advisor Alliance 11.027 3.333
2026-05-15 13F Marquette Associates, Inc. 1.676 507
2026-04-14 13F Wealthcare Advisory Partners LLC 9.661 18,90 2.920 18,99
2026-05-13 13F Adviser Investments LLC 368.412 4,53 111.353 4,58
2026-05-15 13F Flow Traders U.s. Llc 2.564 170,75 1
2026-05-11 13F Pathstone Holdings, LLC 140.744 23,65 42.540 23,71
2026-05-01 13F Valmark Advisers, Inc. 1.341 405
2026-05-06 13F Performa Ltd (US), LLC 31.723 0,00 9.588 0,05
2026-05-14 13F Pinnacle Financial Partners, Inc. 26.756 -6,57 8.091 -6,52
2026-04-21 13F Fingerlakes Wealth Management, Inc. 2.601 3,38 786 3,42
2026-05-12 13F Thoroughbred Financial Services, Llc 1.688 0,24 1
2026-04-07 13F Agate Pass Investment Management, LLC 1.524 0,07 461 0,00
2026-05-06 13F Mechanics Financial Corp 215 0,00 65 0,00
2026-05-14 13F Northern Trust Corp 24.860 -4,10 7.514 -4,06
2026-04-17 13F Bell Investment Advisors, Inc 32 10
2026-05-12 13F Leavell Investment Management, Inc. 6.827 5,35 2.063 5,42
2026-04-17 13F CENTRAL TRUST Co 17.104 -0,28 5.170 -0,23
2026-05-05 13F Fisher Asset Management, LLC 0 -100,00 0
2026-04-23 13F Wheelhouse Advisory Group LLC 1.977 -9,15 597 -10,09
2026-05-06 13F Modera Wealth Management, LLC 42.528 -16,83 12.854 -16,80
2026-05-07 13F Pillar Financial Advisors, LLC 8.807 -2,93 2.662 -2,92
2026-03-04 13F Rehmann Capital Advisory Group 0 -100,00 0 -100,00
2026-05-13 13F First Trust Advisors Lp 2.558 -5,61 773 -5,50
2026-05-05 13F Cherry Tree Wealth Management, LLC 88 0,00 27 0,00
2026-05-08 13F Fortis Group Advisors, LLC 13 0,00 4 0,00
2026-05-08 13F SHP Wealth Management 47 0,00 14 0,00
2026-04-29 13F SilverOak Wealth Management LLC 10.286 -12,79 3.109 -12,77
2026-05-15 13F NorthRock Partners, LLC 1.961 11,80 593 11,70
2026-04-27 13F Proathlete Wealth Management Llc 6 0,00 2 0,00
2026-04-30 13F Costello Asset Management, INC 46 0,00 14 0,00
2026-04-17 13F Forbes Financial Planning, Inc. 29.915 6,69 9.042 6,73
2026-05-12 13F Vickerman Investment Advisors, Inc. 7.061 -0,11 2.134 -0,05
2026-05-14 13F Neuberger Berman Group LLC 802 0,00 242 0,00
2026-04-15 13F Trust Co Of Toledo Na /oh/ 400 0,00 121 0,00
2026-04-13 13F Creative Financial Designs Inc /adv 18.386 5,55 5.557 5,61
2026-05-04 13F Chicago Partners Investment Group LLC 17.396 -2,06 5.857 1,90
2026-04-14 13F Congress Asset Management Co /ma 151.879 35,83 45.905 35,90
2026-05-01 13F Capital Squared Financial LLC 3.696 41,34 1.117 41,44
2026-04-14 13F XY Planning Network, Inc. 2.708 0,22 825 1,10
2026-04-29 13F American Wealth Advisors, LLC 0 -100,00 0
2026-04-10 13F Finward Bancorp 1.655 -5,05 500 -4,94
2026-05-05 13F West Paces Advisors Inc. 36 0,00 11 0,00
2026-05-15 13F Advisory Services Network, LLC 17.234 -11,20 5.209 -11,15
2026-05-06 13F Hartland & Co., LLC 1.246 -5,82 376 -5,76
2026-04-29 13F Orin Green Financial, LLC 2.224 0,00 672 0,15
2026-05-15 13F Qube Research & Technologies Ltd 0 -100,00 0
2026-05-08 13F Wall Street Access Asset Management, LLC 70 0,00 21 0,00
2026-05-01 13F Holistic Planning, LLC 5.122 -0,39 1.548 -0,32
2026-05-07 13F Resolute Advisors LLC 1.898 0,11 574 0,17
2026-01-23 13F Bowman & Co S.C. 1.373 0,37 415 1,72
2026-01-15 13F PFG Private Wealth Management, LLC 0 -100,00 0 -100,00
2026-04-17 13F/A Founders Financial Securities Llc 7.115 -0,75 2.248 3,83
2026-04-28 13F Integral Investment Advisors, Inc. 1.135 0,00 343 0,00
2026-04-20 13F Obermeyer Wood Investment Counsel, Lllp 672 0,00 203 0,00
2026-04-21 13F Maridea Wealth Management LLC 2.135 -2,06 645 -1,98
2026-02-12 13F Commonwealth Equity Services, Llc 212.659 -5,59 64.246 95.789,55
2026-04-01 13F Bangor Savings Bank 182 0,00 55 1,85
2026-02-06 13F Mach-1 Financial Group, Inc. 0 -100,00 0
2026-04-29 13F/A Salem Investment Counselors Inc 1.281 1,59 387 1,84
2026-05-14 13F Us Bancorp \de\ 206.025 14,21 70.755 29,79
2026-05-05 13F Wealthfront Advisers Llc 20.126 6,72 6.083 6,78
2026-04-20 13F CWA Asset Management Group, LLC 1.086 0,00 328 0,00
2026-05-01 13F/A Lodestone Wealth Management LLC 16 0,00 5 0,00
2026-04-07 13F InvesTrust 1.949 3,73 589 3,88
2026-05-12 13F ESG Planning 8.710 2.633
2026-05-11 13F Wealth Dimensions Group, Ltd. 856 27,95 259 27,72
2026-05-14 13F Passive Capital Management, LLC. 1.640 23,31 496 23,44
2026-04-28 13F Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 14.041 10,44 4.244 10,49
2026-04-24 13F Kropog Financial Group, LLC 865 0,00 262 0,00
2026-04-24 13F Financial Life Planners 32 10
2026-05-07 13F Greykasell Wealth Strategies, Inc. 58 0,00 18 0,00
2026-04-08 13F Gladwyn Financial Advisors, Inc. 36.214 1,83 10.946 1,87
2026-05-12 13F Marion Wealth Management 32.604 -5,86 9.855 -12,07
2026-05-14 13F Synergy Investment Management, LLC 656 198
2026-04-24 13F Michels Family Financial, LLC 5.222 1,62 1.578 1,68
2026-05-08 13F Minot DeBlois Advisors LLC 174 3.380,00 53 5.100,00
2026-05-14 13F Evergreen Capital Management Llc 2.427 0,00 733 0,00
2026-04-08 13F Wealth Science Advisors LLC 141 43
2026-04-30 13F Csenge Advisory Group 2.062 -1,25 623 -1,11
2026-05-13 13F Truvestments Capital Llc 301 0,33 91 0,00
2026-05-07 13F TCTC Holdings, LLC 0 -100,00 0
2026-04-16 13F Cornerstone Management, Inc. 31.964 7,66 9.661 7,72
2026-04-27 13F Apeiron RIA LLC 1.590 -0,31 481 -0,21
2026-05-07 13F Facet Wealth, Inc. 727 -20,89 220 -26,01
2026-04-29 13F Saxon Interests, Inc. 923 0,00 279 0,00
2026-05-12 13F Crusonia Wealth Advisors LLC 865 -5,57 262 -5,43
2026-02-12 13F FineMark National Bank & Trust 5.538 17,33 1.673 19,16
2026-05-14 13F SlateStone Wealth, LLC 1.703 0,00 1
2026-05-01 13F Signature Resources Capital Management, LLC 46 2,22 14 0,00
2026-05-05 13F Napier Financial, LLC 492 149
2026-04-22 13F Motco 140 42
2026-05-14 13F Apriem Advisors 6.452 20,04 1.950 20,15
2026-05-18 13F Arkadios Wealth Advisors 2.554 3,03 772 3,07
2026-02-02 13F Cornerstone Planning Group LLC 0 -100,00 0
2026-04-15 13F Founders Grove Wealth Partners, Llc 4.752 0,83 1.436 0,91
2026-05-15 13F Kcm Investment Advisors Llc 725 219
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 792 0,00 239 0,00
2026-05-13 13F/A MWA Asset Management 1.622 4,85 490 4,93
2026-04-20 13F Friedenthal Financial 7 0,00 2 0,00
2026-04-30 13F Private Trust Co Na 804 0,00 243 0,00
2026-04-27 13F Exencial Wealth Advisors, Llc 69.015 -0,35 20.860 -0,31
2026-04-17 13F Brown, Lisle/cummings, Inc. 30 0,00 9 0,00
2026-04-21 13F Grimes & Company, Inc. 14.118 -7,57 4.267 -7,52
2026-05-01 13F Financial Alternatives, Inc 2.843 0,00 859 0,12
2026-05-11 13F American Money Management, LLC 1.105 0,09 334 0,30
2026-05-06 13F Annis Gardner Whiting Capital Advisors, LLC 1.450 438
2026-04-22 13F BKM Wealth Management, LLC 4.213 6,93 1.273 6,97
2026-04-15 13F Merit Financial Group, LLC 79.726 -2,62 24.097 -2,57
2026-04-21 13F Christine Messmer Pc 1.630 -1,45 493 -1,40
2026-05-14 13F Rockbridge Investment Management, LCC 1.858 0,00 562 0,00
2026-05-01 13F Connecticut Wealth Management, LLC 10.609 -0,69 3.207 -0,65
2026-04-29 13F Richmond Investment Services, LLC 2.148 0,00 649 0,00
2026-05-15 13F Matrix Private Capital Group Llc 146 0,00 44 0,00
2026-05-18 13F Genesis Financial Group, LLC 5.376 3,13 1.625 3,17
2026-04-10 13F Abound Wealth Management 192 -16,88 58 -15,94
2026-05-14 13F Galvin, Gaustad & Stein, LLC 930 0,00 281 0,36
2026-05-15 13F Change Path, LLC 3.204 40,53 968 40,70
2026-04-09 13F Avenue 1 Advisors, LLC 41.097 3,07 12.421 3,12
2026-05-07 13F Northwestern Mutual Wealth Management Co 317.128 4,73 95.852 4,77
2026-04-27 13F Koshinski Asset Management, Inc. 2.884 0,00 872 0,00
2026-01-09 13F Zrc Wealth Management, Llc 0 -100,00 0
2026-05-04 13F Integrity Wealth Solutions LLC 7.941 0,72 2.400 0,80
2026-05-12 13F Kovack Advisors, Inc. 3.671 -0,08 1.114 0,27
2026-05-05 13F Zeit Capital LLC 16.635 0,67 5.028 0,72
2026-05-08 13F Blair William & Co/il 32.927 -3,05 9.952 -3,01
2026-02-02 13F Ashton Thomas Securities, Llc 0 -100,00 0
2026-05-01 13F Summit Financial Strategies, Inc. 138.366 0,07 41.821 0,11
2026-04-27 13F Thrive Capital Management, LLC 28.537 86,82 8.625 86,93
2026-05-06 13F Bartlett & Co. Wealth Management Llc 32.109 -5,34 10.851 5,88
2026-05-14 13F Diversified Enterprises, LLC 4.293 -0,95 1.298 -0,92
2026-04-30 13F Beacon Financial Group 688 0,00 208 0,00
2026-04-30 13F Cooksen Wealth, LLC 4.413 -16,09 1.334 -16,06
2026-05-14 13F Baltimore-Washington Financial Advisors, Inc. 8.588 2.596
2026-04-30 13F Relyea Zuckerberg Hanson LLC 24.464 2,21 7.394 2,25
2026-04-14 13F Jeppson Wealth Management, Llc 1.289 0,16 390 0,26
2026-05-06 13F Paces Ferry Wealth Advisors, Llc 10.782 0,77 3.259 0,80
2026-04-08 13F Birchbrook, Inc. 14 -85,26 4 -85,71
2026-05-15 13F Seal Cove Capital, LLC 308 0,00 93 0,00
2026-02-12 13F Davis R M Inc 0 -100,00 0
2026-05-11 13F RWM Asset Management, LLC 857 0,00 259 -5,82
2026-05-12 13F Creative Planning 124.032 1,50 37.489 1,54
2026-05-04 13F Avantax Planning Partners, Inc. 50.527 -0,97 15.272 -0,93
2026-04-29 13F Opulen Financial Group LLC 7.150 0,10 2.161 0,14
2026-05-01 13F Midwest Trust Co 11.129 2,91 3.364 2,97
2026-05-04 13F Archer Investment Corp 127 0,00 38 0,00
2026-04-17 13F Presilium Private Wealth, Llc 54.767 4,57 16.553 4,62
2026-04-28 13F Golden State Wealth Management, LLC 827 -9,42 250 -9,09
2026-04-07 13F Signaturefd, Llc 1.539 0,52 465 0,65
2026-04-24 13F Bishop & Co Investment Management, LLC 2.244 -92,52 678 -92,51
2026-05-15 13F IMG Wealth Management, Inc. 95 0,00 29 0,00
2026-04-21 13F Falcon Wealth Planning 10.612 -3,32 3.208 -3,29
2026-05-12 13F Turning Point Benefit Group, Inc. 0 -100,00 0
2026-04-16 13F Stephen J. Garry & Associates, Llc 15.423 -0,18 4.662 -0,13
2026-04-20 13F Leeward Financial Partners, LLC 18.569 -21,53 5.612 -21,50
2026-04-29 13F Index Technologies Group LLC 0 -100,00 0
2026-04-09 13F Cornerstone Wealth Advisors, Inc. 32.815 -10,10 9.918 -10,06
2026-05-16 13F Sunbelt Securities, Inc. 443 0,00 134 0,00
2026-04-22 13F Accretive Wealth Partners, LLC 3.238 -0,28 979 -0,20
2026-04-23 13F Summit Investment Advisory Services, LLC 793 0,00 240 0,00
2026-05-01 13F Diversify Wealth Management, Llc 3.250 323,73 1.065 330,77
2026-05-12 13F WealthTrak Capital Management LLC 899 -0,33 272 -0,37
2026-05-08 13F Wealthedge Investment Advisors, Llc 1.997 -66,03 604 -66,03
2026-04-08 13F Sapient Capital Llc 8.093 1,29 2.446 0,37
2026-04-09 13F IFG Advisors, LLC 2.818 0,04 852 0,00
2026-05-05 13F One Day In July LLC 129.093 3,69 39.018 3,74
2026-04-29 13F WPG Advisers, LLC 772 -2,28 233 -2,10
2026-05-14 13F Institute for Wealth Management, LLC. 19.945 20,23 6.028 20,30
2026-02-05 13F Tucker Asset Management Llc 408 946,15 123 1.018,18
2026-05-11 13F Walter & Keenan Financial Consulting Co /mi/ /adv 5.529 -12,60 1.671 -12,56
2026-04-20 13F McKinley Carter Wealth Services, Inc. 10.488 -0,34 3.170 -0,31
2026-04-22 13F Apollon Financial, LLC 944 2,28 285 2,52
2026-05-15 13F Cerity Partners Retirement Plan Advisors LLC 764 231
2026-04-30 13F Valued Wealth Advisors LLC 225 0,00 68 0,00
2026-05-01 13F Mowery & Schoenfeld Wealth Management, LLC 462 0,00 140 0,00
2026-05-05 13F Cullen/frost Bankers, Inc. 44.441 -7,26 13.432 -7,22
2026-05-14 13F LifePlan Investment Advisors, Inc. 14.876 -1,79 4.496 -1,75
2026-04-16 13F Lexington Hill Partners, LLC 767 0,13 232 0,00
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 131.049 -1,54 39.579 -1,49
2026-05-01 13F Miller Financial Services LLC 1.217 69,50 368 69,91
2026-05-11 13F Citigroup Inc 12.734 10,97 3.849 11,02
2026-05-11 13F Umb Bank N A/mo 41.002 -5,27 12.393 -5,22
2026-04-16 13F Capital Advisors, Ltd. LLC 581 0,00 0
2026-05-05 13F Milestone Investment Advisors LLC 388 0,00 117 0,00
2026-05-15 13F Clark Capital Management Group, Inc. 1.431 30,57 433 30,51
2026-02-06 13F Global Retirement Partners, LLC 23.257 448,51 7.026 457,18
2026-04-13 13F Nvest Wealth Strategies, Inc. 2.272 -5,25 687 -5,25
2026-05-01 13F Rakuten Securities, Inc. 6 -14,29 2 -50,00
2026-04-27 13F Greenleaf Trust 0 -100,00 0
2026-04-30 13F Manning & Napier Advisors Llc 60 0,00 18 0,00
2026-05-04 13F N.E.W. Advisory Services LLC 788 0,00 238 0,00
2026-04-16 13F Center For Asset Management LLC 3.419 0,50 1.034 0,58
2026-05-15 13F Excelsior Advisor Network LLC 950 23,38 287 23,71
2026-05-04 13F AMG National Trust Bank 4.782 81,14 1.445 81,30
2026-04-20 13F Investment Research & Advisory Group, Inc. 741 0,00 224 0,00
2026-04-22 13F Sutton Place Investors Llc 949 0,11 287 0,00
2026-05-15 13F Alliancebernstein L.p. 21.262 -0,93 6.423 -0,93
2026-05-15 13F Lazard Asset Management Llc 448 0,00 135 0,00
2026-05-11 13F Daymark Wealth Partners, Llc 1.921 0,05 581 0,00
2026-05-08 13F Integrated Wealthcare, Llc 8.330 3,32 2.518 3,37
2026-05-08 13F Russell Investments Group, Ltd. 948 11,01 287 11,28
2026-04-21 13F Wesbanco Bank Inc 12.438 3,02 3.759 3,07
2026-04-16 13F Triad Wealth Partners, LLC 0 -100,00 0
2026-04-29 13F WealthPlan Investment Management, LLC 1.251 1,79 378 1,89
2026-05-13 13F River Wealth Advisors LLC 7.670 -2,42 2.318 -2,36
2026-05-14 13F Capital Analysts, Inc. 757 -82,71 0 -100,00
2026-05-08 13F New England Private Wealth Advisors LLC 784 0,13 237 0,00
2026-05-15 13F MidFirst Bank 8 -11,11 2 0,00
2026-05-15 13F Harbour Investments, Inc. 26.454 19,79 7.994 19,82
2026-05-15 13F Destination Wealth Management 884 -34,76 267 -34,72
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 77.540 -22,81 23.829 -25,33
2026-05-14 13F Orion Capital Management LLC 379 0,00 115 0,00
2026-04-22 13F Pasadena Private Wealth, LLC 54.229 -4,28 16.391 -4,24
2026-02-12 13F Hamilton Point Investment Advisors, LLC 0 -100,00 0
2026-05-15 13F/A Independent Financial Group, Llc 28.093 1,82 8.491 1,87
2026-04-13 13F Foster Group, Inc. 858 -3,05 259 -3,00
2026-05-07 13F Cutler Investment Counsel Llc 1.277 -3,11 386 -3,27
2026-04-29 13F Greenwood Capital Associates Llc 9.668 1,46 2.922 1,53
2026-05-01 13F Financial Connections Group, Inc. 5.740 0,38 2 0,00
2026-04-23 13F Game Plan Financial Advisors, LLC 25 0,00 8 0,00
2026-04-20 13F Dopkins Wealth Management, Llc 23.702 -1,23 7.164 -1,19
2026-04-08 13F Ccg Wealth Management, Llc 2.153 0,51 651 0,46
2026-04-15 13F Cranbrook Wealth Management, LLC 9.444 -4,66 2.854 -4,61
2026-05-13 13F Green Harvest Asset Management LLC 760 -0,39 230 -0,43
2026-04-27 13F Qrg Capital Management, Inc. 2.052 -3,98 620 -3,88
2026-04-28 13F SBI Securities Co., Ltd. 1.678 -8,71 507 -8,65
2026-04-16 13F First Community Trust Na 24 0,00 7 0,00
2026-04-10 13F Country Trust Bank 76 0,00 23 0,00
2026-02-17 13F SageView Advisory Group, LLC 705 -18,87 213 -17,83
2026-04-07 13F CoreCap Advisors, LLC 3.205 -0,80 969 -0,82
2026-05-01 13F Cdkv Holdings Llc 5 0,00 2 0,00
2026-04-10 13F Perfromance Wealth Partners, LLC 34.802 -1,25 10.519 -1,21
2026-05-15 13F Equitable Holdings, Inc. 14.836 6,12 4.482 6,13
2026-05-08 13F McAdam, LLC 75.478 -2,24 22.813 -2,19
2026-05-12 13F Operose Advisors LLC 151 0,00 46 0,00
2026-04-09 13F OFS Enterprise LLC 2.915 881
2026-04-28 13F Fee-Only Financial Planning, L.C. 29.838 -0,60 9.019 -0,55
2026-04-13 13F Clayton Financial Group LLC 21.523 2,40 6.505 2,46
2026-04-15 13F Exchange Traded Concepts, Llc 985 -12,29 298 -12,39
2026-05-05 13F Crestwood Advisors Group LLC 14.115 0,01 4.266 0,07
2026-02-13 13F Total Wealth Planning, Llc 4.329 -93,67 1.308 -93,58
2026-05-12 13F Anfield Capital Management, LLC 46 0,00 14 0,00
2026-04-15 13F Brady Martz Wealth Solutions, LLC 1.908 0,00 577 0,00
2026-05-19 13F Royal Fund Management, LLC 3.590 -3,03 1.091 -2,94
2026-04-06 13F Rosenberg Matthew Hamilton 4 1
2026-05-12 13F Aspiriant, Llc 4.683 0,00 1.415 0,07
2026-04-17 13F Stephenson National Bank & Trust 2.602 2,00 786 2,08
2026-05-14 13F Financial Engines Advisors L.L.C. 14.463 -3,37 4.371 -3,32
2026-05-11 13F Strategic Family Wealth Counselors, L.L.C. 3.439 -4,31 1.039 -9,89
2026-05-14 13F Pennington Partners & Co., Llc 1.667 92,94 504 92,72
2026-04-24 13F rebel Financial LLC 9.431 -3,29 2.850 -3,26
2026-05-08 13F 1776 Wealth LLC 672 0,00 203 0,00
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 3.424 130,26 1.035 130,51
2026-05-14 13F Jacobi Capital Management LLC 1.713 -1,72 518 -1,71
2026-05-15 13F Gallagher Fiduciary Advisors, LLC 60.452 6,14 18.272 6,19
2026-05-05 13F Duncan Williams Asset Management, LLC 2.986 -1,45 902 -3,84
2026-05-05 13F Black Diamond Financial, LLC 25.547 -4,24 7.721 -4,19
2026-05-06 13F Decker Wealth Management LLC 0 -100,00 0 -100,00
2026-04-29 13F Cary Street Partners Financial Llc 28.038 5,74 8.474 5,79
2026-05-13 13F Laffer Investments 0 -100,00 0
2026-04-08 13F West Financial Advisors, LLC 254 0,00 77 0,00
2026-04-24 13F Balentine LLC 30 9
2026-05-08 13F ROSS\JOHNSON & Associates LLC 19 0,00 6 0,00
2026-04-15 13F Valley National Advisers Inc 8.708 -1,58 3 0,00
2026-05-15 13F Jones Financial Companies Lllp 617.063 19,77 182.026 16,95
2026-04-15 13F Wright Fund Managment, LLC 0 -100,00 0
2026-05-11 13F Linscomb & Williams, Inc. 841 1,45 254 1,60
2026-04-24 13F Key FInancial Inc 3.058 2,62 924 2,67
2026-05-12 13F TD Waterhouse Canada Inc. 180 55
2026-05-12 13F G2 Capital Management, Llc / Oh 791 0,00 239 0,42
2026-05-14 13F Horizon Investments, LLC 70 21
2026-04-28 13F Busey Wealth Management 2.480 0,00 750 0,00
2026-05-15 13F Warren Averett Asset Management, LLC 28.015 -3,95 8.468 -3,90
2026-04-27 13F Lodestar Private Asset Management Llc 764 0,00 231 0,00
2026-04-21 13F Trilogy Capital Inc. 1.946 2,69 588 2,80
2026-05-07 13F Marshall & Sterling Wealth Advisors Inc. 62 0,00 19 0,00
2026-04-23 13F Willis Johnson & Associates, Inc. 1.287 -34,70 389 -34,79
2026-04-24 13F Axis Wealth Partners, LLC 1.738 0,70 525 0,77
2026-05-11 13F United Bank 2.770 -35,45 837 -35,42
2026-04-20 13F Cardinal Strategic Wealth Guidance 119 0,00 36 0,00
2026-05-05 13F PFG Advisors 2.730 -34,50 825 -34,47
2026-05-14 13F Loomis Sayles & Co L P 4.046 1.223
2026-05-15 13F/A Bradley Foster & Sargent Inc/ct 14.297 -0,27 4.321 -0,21
2026-05-15 13F Ancora Advisors, LLC 342 0,00 103 0,00
2026-05-05 13F D.a. Davidson & Co. 37.811 24,15 11.428 24,20
2026-04-08 13F Dynamic Advisor Solutions LLC 2.974 -0,97 899 -0,88
2026-05-15 13F GWM Advisors LLC 23.699 -78,40 23.659 -28,61
2026-04-29 13F Custom Index Systems, Llc 0 -100,00 0
2026-04-22 13F Bravera Wealth 10.898 18,60 3.294 18,62
2026-05-15 13F AIMZ Investment Advisors, LLC 1.405 0,00 425 0,00
2026-04-28 13F Woodard & Co Asset Management Group Inc /adv 5 0,00 2 0,00
2026-05-14 13F Milestone Asset Management Group, LLC 8.602 1,10 2.600 1,13
2026-05-15 13F Coppell Advisory Solutions LLC 0 -100,00 0
2026-04-30 13F Granite Investment Partners, LLC 0 -100,00 0
2026-05-11 13F Founders Financial Alliance, LLC 25 13,64 8 16,67
2026-04-14 13F Prospera Financial Services Inc 7.334 -2,43 2.222 -2,37
2026-05-07 13F True North Advisors, LLC 2.949 -22,60 891 -22,59
2026-05-06 13F Fidelis Capital Partners, LLC 1.777 0,06 537 0,19
2026-05-08 13F Vanguard National Trust Co 994 300
2026-05-15 13F Resources Management Corp /ct/ /adv 10 0
2026-04-22 13F Fearless Solutions, LLC dba Best Invest 1.580 0,00 478 0,00
2026-04-23 13F Glass Jacobson Investment Advisors llc 2.216 -1,82 670 -1,76
2026-05-13 13F/A Jpmorgan Chase & Co 243.275 -2,28 70.450 -6,33
2026-05-13 13F South Plains Financial, Inc. 49 0,00 15 0,00
2026-05-14 13F We Are One Seven, LLC 1.829 0,11 553 0,18
2026-05-15 13F Sanibel Captiva Trust Company, Inc. 1.336 0,00 404 0,00
2026-05-15 13F Quadcap Wealth Management, LLC 6.156 0,00 1.861 0,05
2026-05-15 13F AlphaCore Capital LLC 3.124 -28,79 944 -28,75
2026-04-08 13F First Heartland Consultants, Inc. 8.456 -51,42 2.556 -51,41
2026-04-24 13F Acorn Financial Advisory Services Inc /adv 5.084 -2,70 1.537 -2,66
2026-05-13 13F Transcend Wealth Collective, Llc 6.095 -0,02 1.842 0,05
2026-05-06 13F WoodTrust Financial Corp 1.799 -14,41 1
2026-05-20 13F SOA Wealth Advisors, LLC. 9.041 -4,34 2.733 -4,31
2026-05-12 13F Ausdal Financial Partners, Inc. 5.617 0,11 1.698 0,18
2026-05-14 13F Wrenne Financial Planning LLC 3.283 -0,58 992 -0,50
2026-04-22 13F Gemmer Asset Management LLC 810 -94,90 245 -94,91
2026-04-30 13F Financial Freedom, LLC 1.875 0,00 567 0,00
2026-02-17 13F Glenmede Trust Co Na 37.839 79,54 11.432 115,44
2026-04-14 13F Beacon Investment Advisory Services, Inc. 275 83
2026-05-15 13F Hancock Whitney Corp 655 219
2026-05-15 13F Snowwater Investment Partners, Llc 1.170 -6,40 354 -6,37
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 411 -26,74 124 -26,63
2026-04-13 13F Midway Capital Research & Management 138 42
2026-04-14 13F Opal Wealth Advisors, LLC 386 117
2026-04-30 13F First Horizon Corp 13.396 -0,51 4.049 -0,47
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 29.901 36,52 9.034 36,57
2026-05-08 13F Burling Wealth Partners, Llc 670 203
2026-05-07 13F Cassaday & Co Wealth Management LLC 2.708 0,00 818 0,00
2026-04-16 13F Intergy Private Wealth, LLC 4.289 1,47 1.296 1,57
2026-05-14 13F Raymond James Financial Inc 477.172 -7,35 144.225 -7,31
2026-05-15 13F Advisory Resource Group 675 -21,24 204 -21,32
2026-05-14 13F Missouri Trust & Investment Co 54 0,00 16 0,00
2026-01-27 13F Meritage Portfolio Management 15.374 -3,55 4.645 -2,11
2026-04-06 13F GAMMA Investing LLC 148 -38,59 45 -38,89
2026-04-30 13F Hsbc Holdings Plc 1.247 -8,51 377 -8,52
2026-04-15 13F Fortitude Family Office, LLC 840 0,00 254 0,00
2026-04-23 13F Narwhal Capital Management 1.350 0,00 408 0,25
2026-01-12 13F AllSquare Wealth Management LLC 13 0,00 4 0,00
2026-05-14 13F Fuller & Thaler Asset Management, Inc. 3.512 -26,85 1.061 -26,83
2026-05-15 13F Gotham Asset Management, LLC 4.597 0,00 1.389 0,07
2026-04-08 13F Warner Financial, Inc 13.004 1,29 3.930 130.900,00
2026-05-13 13F Parkside Financial Bank & Trust 8.459 0,20 2.557 0,24
2026-05-14 13F Coastal Bridge Advisors, LLC 3.553 1.074
2026-05-05 13F Plante Moran Financial Advisors, LLC 3.865 5,72 1.168 5,80
2026-04-21 13F Aaron Wealth Advisors LLC 97.146 11,06 29.362 11,11
2026-04-22 13F Joel Isaacson & Co., LLC 18.748 0,71 5.667 0,76
2026-05-08 13F Steward Partners Investment Advisory, Llc 88.509 2,94 26.752 2,99
2026-04-28 13F Quent Capital, LLC 71.442 13,94 21.593 14,00
2026-05-05 13F Smith, Moore & Co. 1.151 0,00 348 0,29
2026-04-17 13F Signal Advisors Wealth, LLC 2.506 155,98 758 156,61
2026-05-15 13F Silver Grove Financial Group, Inc. 22 7
2026-04-21 13F OneAscent Financial Services LLC 17.551 21,24 5.305 21,29
2026-05-07 13F one8zero8, LLC 8 0,00 2 0,00
2026-04-21 13F Chapin Davis, Inc. 970 -10,10 293 -9,85
2026-05-08 13F Grand Wealth Management, Llc 91 0,00 28 0,00
2026-05-12 13F Jane Street Group, Llc 19.124 5.780
2026-05-08 13F Macroview Investment Management Llc 905 -0,44 274 -0,36
2026-05-12 13F Jane Street Group, Llc Call 10.800 -16,28 3.264 -16,24
2026-05-06 13F Main Street Group, LTD 39 12
2026-05-07 13F Wealthquest Corp 740 0,00 224 0,00
2026-05-04 13F Rodgers & Associates, LTD 139.711 1,19 42.228 1,24
2026-04-10 13F Pure Financial Advisors, Inc. 1.251 -27,06 378 -27,03
2026-05-13 13F American Financial Advisors, LLC 117.712 -2,67 35.579 -2,63
2026-05-15 13F First Manhattan Co 1.885 1,73 570 1,79
2026-04-13 13F Arcadia Investment Advisors Llc 654 -12,45 198 -12,44
2026-04-30 13F BRYN MAWR TRUST Co 1.144 -9,85 346 -9,92
2026-05-15 13F Charles Schwab Investment Management Inc 87.308 -13,07 26.389 -13,03
2026-04-14 13F William Mack & Associates, Inc. 1.767 -25,41 534 -25,31
2026-04-28 13F Stephens Inc /ar/ 133.265 2,01 40.279 2,06
2026-05-13 13F Buckingham Strategic Partners 31.479 -0,55 9.515 -0,51
2026-05-08 13F Camelot Portfolios, LLC 0 -100,00 0
2026-05-11 13F Blue Bell Private Wealth Management, Llc 66 0,00 20 0,00
2026-05-05 13F HighTower Advisors, LLC 273.378 -19,00 82.632 -18,95
2026-05-11 13F Shepherd Financial Partners LLC 1.854 0,71 560 0,72
2026-04-22 13F Uniting Wealth Partners, LLC 734 0,00 222 0,00
2026-05-01 13F Emerald Investment Partners, Llc 2.674 4,37 808 4,39
2026-05-12 13F CIBC Bancorp USA Inc. 65.227 19,03 19.715 20,88
2026-02-13 13F Pine Valley Investments Ltd Liability Co 2.113 -0,70 638 0,79
2026-05-07 13F Vision Retirement, LLC 19 6
2026-05-01 13F Carnegie Capital Asset Management, LLC 3.419 -2,70 1.033 -2,64
2026-05-14 13F Klingman & Associates, LLC 4.479 -3,47 1.354 -3,43
2026-04-16 13F Security National Bank 13 0,00 4 0,00
2026-04-24 13F Merited Wealth, LLC 1.071 -1,20 324 -1,22
2026-05-08 13F Coldstream Capital Management Inc 2.268 -0,83 686 -0,72
2026-02-12 13F Grey Fox Wealth Advisors, LLC 0 -100,00 0
2026-04-30 13F Sequoia Financial Advisors, LLC 9.607 -6,55 2.904 -6,51
2026-04-29 13F Mycio Wealth Partners, Llc 1.101 0,09 333 0,00
2026-05-08 13F Aviso Wealth Management 2.407 0,00 728 0,00
2026-04-16 13F Five Pine Wealth Management 722 -0,28 218 0,00
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 134 40
2026-04-27 13F Truist Financial Corp 75.038 -36,64 22.680 -36,61
2026-05-07 13F VisionPoint Advisory Group, LLC 2.884 0,24 872 0,23
2026-05-13 13F Crews Bank & Trust 458 0,00 138 0,00
2026-05-13 13F Invst, LLC 1.598 1,52 483 1,68
2026-04-24 13F DeLarme Wealth Management, Inc. 11.304 -3,69 3.417 -3,67
2026-05-06 13F TopTier Wealth Management, LLC 54 16
2026-04-20 13F Courier Capital Llc 1.535 0,00 464 0,00
2026-04-15 13F Fifth Third Securities, Inc. 14.367 -14,30 4.342 -14,26
2026-02-17 13F Main Street Financial Solutions, LLC 2.119 -39,77 640 -38,81
2026-04-29 13F Skopos Labs, Inc. 1.912 59,07 578 56,79
2026-05-07 13F Nordwand Advisors, LLC 1.500 0,00 453 0,00
2026-05-14 13F Mill Creek Capital Advisors, LLC 316.577 0,91 95.685 0,95
2026-04-24 13F Jacobsen Capital Management 39.576 -1,81 11.962 -1,77
2026-04-16 13F Toth Financial Advisory Corp 73 0,00 22 0,00
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-05-15 13F Laird Norton Trust Company, Llc 4.197 -0,87 1.269 -0,86
2026-04-13 13F Garrett Investment Advisors LLC 5.072 -1,55 1.533 -1,48
2026-04-20 13F Brandywine Oak Private Wealth Llc 1.590 10,96 481 11,11
2026-05-14 13F Cwm, Llc 118.422 2,95 35.793 105.173,53
2026-04-20 13F Independent Wealth Network Inc. 4.593 6,49 1.388 6,52
2026-05-15 13F Asset Management Group, Inc. 58.988 -0,60 17.829 -0,56
2026-05-01 13F Strategic Wealth Advisors LLC 23.679 -0,71 7 0,00
2026-05-04 13F John A. Wolfe & Associates, Inc. 2.200 0,14 655 -1,36
2026-05-13 13F Bradley & Co. Private Wealth Management, LLC 200 0,00 60 0,00
2026-04-21 13F Vise Technologies, Inc. 2.097 0,00 634 0,00
2026-05-13 13F Goepper Burkhardt LLC 2.222 -14,08 672 -14,08
2026-05-14 13F Retiremitten Financial Llc 11 3
2026-05-15 13F Strategies Wealth Advisors, LLC 144.537 -2,19 43.686 -2,15
2026-05-14 13F Orleans Capital Management Corp/la 1.600 0,00 484 0,00
2026-04-23 13F Harbor Investment Advisory, Llc 14.656 14,52 4.430 14,56
2026-04-28 13F K2 Financial Inc. 1.747 0,98 588 7,30
2026-04-08 13F Infinity Wealth Counsel, LLC 10.132 1,40 3.062 1,46
2026-05-12 13F M&t Bank Corp 15.238 5,72 4.606 5,76
2026-04-08 13F Archer Investment Management, LLC 0 -100,00 0
2026-05-04 13F Procyon Private Wealth Partners, LLC 1.710 -26,07 517 -26,07
2026-04-15 13F Cohen Klingenstein LLC 661.433 -1,04 199.918 -0,99
2026-04-17 13F 55 North Private Wealth, LLC 2.067 -11,59 625 -11,61
2026-04-28 13F TritonPoint Partners, LLC 0 -100,00 0
2026-05-14 13F StoneX Group Inc. 2.752 -57,18 832 -57,43
2026-04-29 13F Sagace Wealth Management LLC 5.570 -0,11 1.684 -0,06
2026-04-30 13F Winch Advisory Services, LLC 18 0,00 5 0,00
2026-04-23 13F First Pacific Financial 899 0,11 272 0,00
2026-05-18 13F Cassady Wealth & Retirement Planning, LLC 1.957 -8,81 656 1,08
2026-05-12 13F First American Trust, Fsb 35.049 3,70 10.594 3,75
2026-04-10 13F Magnus Financial Group LLC 2.360 -2,44 713 -2,33
2026-04-13 13F Elm3 Financial Group, LLC 3.029 5,87 915 5,90
2026-04-10 13F Armstrong Advisory Group, Inc 427 0,00 129 0,00
2026-05-15 13F Goldman Sachs Group Inc 74.674 -0,93 22.570 -0,88
2026-05-19 13F Financial Insights, Inc. 1.449 0,00 438 0,23
2026-05-12 13F Alerus Financial Na 311 0,00 94 1,08
2026-05-15 13F Brown Advisory Inc 23.017 -16,49 6.957 -16,44
2026-04-28 13F Westfuller Advisors, LLC 577 0,00 174 0,00
2026-04-10 13F Piscataqua Savings Bank 400 0,00 121 0,00
2026-04-21 13F Dougherty & Associates, LLC 0 -100,00 0
2026-04-13 13F Compass Ion Advisors, LLC 7.524 -3,30 2.274 -3,23
2026-04-13 13F CJM Wealth Advisers, Ltd. 30.810 -0,56 9.312 -0,51
2026-05-15 13F Walsh & Associates, LLC 2 0,00 1
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 14.709 3,61 4.446 3,66
2026-04-21 13F Colony Family Offices, LLC 503 0,00 152 0,66
2026-04-13 13F Hm Payson & Co 2.163 167,70 654 167,62
2026-02-12 13F CIBC Private Wealth Group, LLC 75.583 38,42 22.834 40,52
2026-04-08 13F Eclectic Associates Inc /adv 19.781 14,42 5.978 14,46
2026-04-28 13F Ti-trust, Inc 899 0,00 272 0,00
2026-05-11 13F Peak Retirement Planning, Inc. 35.763 117,95 10.809 118,06
2026-05-08 13F Atlantic Family Wealth, Llc 4.621 7,27 1.397 7,30
2026-05-07 13F Confluence Wealth Services, Inc. 817 0,00 247 0,00
2026-04-29 13F Northwest Wealth Advisors, LLC 2.182 4,10 659 4,11
2026-04-27 13F TCI Wealth Advisors, Inc. 5.389 -0,07 1.629 -0,06
2026-04-23 13F Ewa, Llc 1.390 0,07 420 0,24
2026-05-14 13F Level Four Advisory Services, Llc 4.478 0,00 1.353 0,07
2026-05-13 13F Callan Family Office, LLC 1.481 -22,62 448 -22,66
2026-05-08 13F Stonebridge Financial Planning Group, LLC 3.022 1,92 913 2,01
2026-05-15 13F IHT Wealth Management, LLC 5.855 -15,14 1.770 -15,12
2026-04-29 13F/A True Link Financial Advisors, LLC 162 49
2026-04-30 13F Mv Capital Management, Inc. 136 0,00 41 0,00
2026-04-13 13F Trust Co 4.203 1,06 1.270 1,11
2026-05-05 13F Solutions 4 Wealth, Ltd 2.277 10,64 688 10,79
2026-05-11 13F Pinnacle Wealth Planning Services, Inc. 539 10,91 163 10,96
2026-05-13 13F Sepio Capital, LP 932 0,00 282 0,00
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-01-20 13F Family Legacy Financial Solutions, LLC 0 -100,00 0
2026-05-12 13F Entrust Financial Llc 650 1,40 196 1,55
2026-04-16 13F McClarren Financial Advisors, Inc. 2.753 -22,21 832 0,24
2026-04-24 13F UMA Financial Services, Inc. 9 3
2026-05-14 13F Gwn Securities Inc. 2.320 1,93 701 2,04
2026-05-12 13F Portside Wealth Group, LLC 11.655 3.523
2026-05-15 13F Peapack Gladstone Financial Corp 51.625 -3,16 16 -6,25
2026-05-11 13F Great Valley Advisor Group, Inc. 15.445 -0,13 4.668 -0,09
2026-05-12 13F IFG Advisory, LLC 50 -97,52 15 -97,53
2026-05-08 13F TPG Financial Advisors, LLC 710 -18,76 214 -18,63
2026-04-13 13F Wolff Wiese Magana Llc 3 1
2026-04-13 13F Professional Financial Advisors, LLC 862 -27,13 260 -27,17
2026-04-24 13F United Community Bank 0 -100,00 0
2026-05-04 13F Sigma Planning Corp 1.152 0,44 348 0,58
2026-04-21 13F Sensible Money, LLC 1.394 0,00 421 0,00
2026-05-15 13F Citadel Advisors Llc Put 2.500 56,25 756 56,31
2026-05-15 13F Citadel Advisors Llc Call 7.000 -38,05 2.116 -38,03
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0 -100,00
2026-05-04 13F WP Advisors, LLC 27.810 -3,88 8.405 -3,84
2026-04-17 13F/A Capital Investment Advisors, LLC 1.604 28,63 485 28,72
2026-02-14 13F Howe & Rusling Inc 0 -100,00 0
2026-04-08 13F Gilman Hill Asset Management, LLC 0 -100,00 0
2026-05-04 13F Copia Wealth Management 987 0,00 298 0,00
2026-05-11 13F Elevated Financial Group LLC 6.714 -2,21 2.029 -2,17
2026-05-07 13F Arsenal Capital Advisors LLC 1.265 -0,94 382 -0,78
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 671 0,00 203 0,00
2026-04-15 13F Curbstone Financial Management Corp 12.130 -3,27 3.666 -3,22
2026-04-24 13F SOL Capital Management CO 0 -100,00 0
2026-05-14 13F Schneider Downs Wealth Management Advisors, LP 33.972 1,73 10.268 1,77
2026-04-21 13F Refined Wealth Management 0 -100,00 0
2026-05-06 13F Gryphon Financial Partners LLC 3.125 0,22 945 0,32
2026-04-21 13F Meridian Financial, LLC 5.227 -4,83 1.580 -4,82
2026-05-21 13F Verus Capital Partners, Llc 1.387 419
2026-05-27 13F Tenret Co LLC 17.038 5,32 5.150 5,36
2026-05-13 13F O'shaughnessy Asset Management, Llc 8.949 21,24 2.705 21,31
2026-04-27 13F Taylor, Cottrill, Erickson & Associates, Inc. 4.807 -6,57 1.453 -6,56
2026-02-17 13F Quest Investment Management Llc 0 -100,00 0 -100,00
2026-04-27 13F HB Wealth Management, LLC 28.888 2,08 8.732 2,13
2026-05-15 13F Ascent Group, LLC 1.585 -0,63 479 -0,42
2026-04-20 13F TFB Advisors LLC 4.353 -42,75 1.316 -42,73
2026-05-14 13F Simplex Trading, Llc 317 256,18 96 265,38
2026-05-01 13F Associated Banc-corp 24.898 19,63 7.525 19,69
2026-01-20 13F American National Bank 0 -100,00 0
2026-05-04 13F Arrow Investment Advisors, LLC 2.257 0,00 682 0,15
2026-05-12 13F Cannon Financial Strategists, Inc. 781 0,00 236 0,43
2026-04-29 13F Sigma Investment Counselors Inc 1.393 -19,99 421 -19,81
2026-05-08 13F Gen-Wealth Partners Inc 392.074 -0,09 1.347 -7,30
2026-04-29 13F IAG Wealth Partners, LLC 247 0,00 75 0,00
2026-05-06 13F Alteri Wealth LLC 1.422 0,00 430 0,00
2026-04-07 13F Central Pacific Bank - Trust Division 3 0,00 1
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 76.194 -0,02 23 0,00
2026-04-09 13F Park Place Capital Corp 111 0,00 34 0,00
2026-05-12 13F Chapman Financial Group, Llc 283 0,00 86 0,00
2026-04-16 13F Kavar Capital Partners Group, Llc 1.351 408
2026-05-12 13F Argentarii, LLC 13.152 903,20 397 0,25
2026-05-08 13F Pnc Financial Services Group, Inc. 697.629 0,47 210.858 0,52
2026-05-14 13F Betterment LLC 20.264 4,54 6 20,00
2026-04-27 13F Sound Income Strategies, LLC 673 23,03 205 15,82
2026-04-30 13F Opus Capital Group, LLC 4.167 0,00 1 0,00
2026-01-28 13F WMG Financial Advisors, LLC 0 -100,00 0
2026-04-21 13F PDS Planning, Inc 1.091 0,00 330 0,00
2026-04-27 13F Western Reserve Capital Management, LLC 820 -1,91 248 -1,98
2026-04-16 13F Smith, Salley & Associates 720 0,00 218 0,00
2026-05-04 13F Prudent Man Investment Management, Inc. 14 0,00 4 0,00
2026-04-20 13F Fiduciary Alliance LLC 5.244 13,68 1.722 23,55
2026-05-08 13F Zions Bancorporation, National Association /ut/ 1.712 31,19 517 31,22
2026-04-14 13F Austin Wealth Management, LLC 0 -100,00 0
2026-05-12 13F Athena Investment Management 1.450 -8,81 438 -8,75
2026-04-15 13F Capital Advisory Group Advisory Services, LLC 0 -100,00 0
2026-04-23 13F Northstar Asset Management Llc 1.510 0,00 456 0,00
2026-04-30 13F Indivisible Partners 1.816 -0,77 549 -0,72
2026-04-15 13F Wolff Financial Management Llc 19.292 -2,72 5.831 -2,69
2026-04-29 13F Compass Financial Group, INC/SD 2.599 -4,34 785 -4,27
2026-05-18 13F Graney & King, LLC 1.091 0,00 330 0,00
2026-04-28 13F Golden State Equity Partners 9.633 92,05 2.912 92,21
2026-05-15 13F Keating Financial Advisory Services, Inc. 657 161,75 199 164,00
2026-04-29 13F Montag A & Associates Inc 233 0,00 70 0,00
2026-05-05 13F Bank of New York Mellon Corp 17.774 1,72 5.372 1,76
2026-04-20 13F Sowell Financial Services LLC 3.932 5,33 1.188 5,41
2026-05-09 13F DiMeo Schneider & Associates, L.L.C. 2.669 2,61 807 2,68
2026-05-01 13F Evergreen Wealth Management, LLC 3.559 0,00 1.076 0,00
2026-04-17 13F Discipline Wealth Solutions, LLC 1.776 -10,71 537 -10,67
2026-05-08 13F NCP Inc. 0 -100,00 0
2026-05-13 13F Measured Wealth Private Client Group, LLC 40 0,00 12 0,00
2026-05-01 13F Pittenger & Anderson Inc 217 0,00 66 0,00
2026-05-12 13F Covington Investment Advisors Inc. 11.622 11,09 4 200,00
2026-05-04 13F Checchi Capital Advisers, LLC 24.422 486,79 7.382 487,19
2026-04-27 13F Tennessee Valley Asset Management Partners 1.954 2,09 591 2,08
2026-05-05 13F Steel Peak Wealth Management LLC 1.319 4,60 399 4,74
2026-05-14 13F Beaird Harris Wealth Management, LLC 41 0,00 12 0,00
2026-04-27 13F Wbh Advisory Inc 1.294 4,02 394 5,07
2026-05-12 13F Tiaa Trust, National Association 16.429 -96,18 4.966 -96,18
Other Listings
US:VBK 352,38 USD
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista