DVY - iShares Trust - iShares Select Dividend ETF Azioni - Prezzo delle azioni, proprietà istituzionale, azionisti

iShares Trust - iShares Select Dividend ETF
MX ˙ BMV ˙ US4642871689
Statistiche di base
Proprietari istituzionali 1438 total, 1432 long only, 0 short only, 6 long/short - change of -1,63% MRQ
Allocazione media del portafoglio 0.3424 % - change of -13,74% MRQ
Azioni istituzionali (Long) 68.379.110 (ex 13D/G) - change of -2,89MM shares -4,74% MRQ
Valore istituzionale (Long) $ 10.240.280 USD ($1000)
Proprietà istituzionale e azionisti

iShares Trust - iShares Select Dividend ETF (MX:DVY) ha 1438 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 68,379,110 azioni. I maggiori azionisti includono Bank Of America Corp /de/, Morgan Stanley, Wells Fargo & Company/mn, Pnc Financial Services Group, Inc., Northern Trust Corp, Royal Bank Of Canada, LPL Financial LLC, Bank of New York Mellon Corp, Jpmorgan Chase & Co, and Envestnet Asset Management Inc .

(iShares Trust - iShares Select Dividend ETF (BMV:DVY) 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.

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Depositi 13F e NPORT

Le informazioni relative ai depositi 13F sono gratuite. Per accedere alle informazioni relative ai depositi NP è necessario un'abbonamento premium. Le righe verdi indicano le nuove posizioni. Le righe rosse indicano le posizioni chiuse. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.

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Important Note

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In this first test, we will deliver only the most recent 750 transactions (out of 1547 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.

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Data di deposito Fonte Investitore Tipo Prezzo medio
(Stima)
Azioni Δ Azioni
(%)
Valore
dichiarato
($ 1000)
Δ Valore
(%)
Allocazione del portafoglio
(%)
2026-05-15 13F MAI Capital Management 81.582 -3,37 12.352 3,67
2026-05-12 13F Rathbone Brothers plc 40.358 -1,44 6.111 5,73
2026-04-07 13F First Citizens Financial Corp 5.908 -0,10 895 7,19
2026-04-21 13F Financial Consulate, Inc 105 0,00 16 7,14
2026-05-13 13F Callan Family Office, LLC 46.179 0,00 6.992 7,27
2026-04-22 13F Vicus Capital 1.514 -20,27 229 -14,55
2026-02-05 13F Tucker Asset Management Llc 1.621 0,00 229 -0,87
2026-05-08 13F Valeo Financial Advisors, LLC 24.194 0,25 3.663 7,55
2026-04-28 13F Winthrop Capital Management, LLC 304 0,00 0
2026-05-01 13F Hills Bank & Trust Co 1.510 0,00 229 7,04
2026-04-27 13F JB Capital LLC 2.423 -5,43 367 1,39
2026-05-12 13F/A Signature Securities Group Corporation 10.985 0,11 1.663 7,43
2026-04-21 13F Topsail Wealth Management, LLC 1.500 0,00 227 7,58
2026-04-17 13F LMG Wealth Partners, LLC 41.653 4,61 6.307 12,21
2026-04-24 13F Financial Life Planners 887 134
2026-04-07 13F Heartwood Wealth Advisors LLC 4.377 -0,59 663 6,60
2026-05-14 13F Select Asset Management & Trust 1.373 0
2026-04-29 13F Unified Investment Management 1.627 0,00 246 7,42
2026-04-29 13F Connable Office Inc 1.406 -69,14 213 -67,03
2026-05-05 13F Smith, Moore & Co. 11.012 10,27 1.667 18,31
2026-05-13 13F Allred Capital Management, LLC 1.633 0,00 246 6,49
2026-05-13 13F Consultiva Wealth Management, Corp. 127 0,00 19 11,76
2026-04-28 13F Astoria Portfolio Advisors LLC. 12.527 12,26 1.909 10,22
2026-04-21 13F Red Tortoise LLC 3.650 0,11 553 7,39
2026-04-27 13F Greenleaf Trust 5.274 14,43 799 22,77
2026-04-30 13F Financial Freedom, LLC 248 0,00 38 5,71
2026-05-13 13F Visionary Wealth Advisors 1.602 -1,48 243 5,68
2026-05-14 13F BTG Pactual Asset Management US LLC 1.979 0,00 300 14,12
2026-04-20 13F Friedenthal Financial 259 -53,50 39 -50,00
2026-05-04 13F Hexagon Capital Partners LLC 3.504 531
2026-04-17 13F/A Founders Financial Securities Llc 9.917 -41,39 1.522 -36,31
2026-04-13 13F Bank of New Hampshire 3.500 0,00 530 7,30
2026-04-14 13F Global Trust Wealth Management LLC 2.302 -36,51 349 -31,90
2026-05-04 13F Barrett & Company, Inc. 4.098 0,52 621 7,83
2026-01-23 13F Rede Wealth, LLC 0 -100,00 0
2026-05-13 13F Crews Bank & Trust 1.038 0,00 157 7,53
2026-05-07 13F Vision Retirement, LLC 6.952 0,12 1.053 7,35
2026-05-14 13F Us Bancorp \de\ 1.103.131 -0,75 167.025 6,47
2026-05-15 13F Cape Investment Advisory, Inc. 0 -100,00 0
2026-04-15 13F Founders Grove Wealth Partners, Llc 1.562 -0,89 237 6,31
2026-04-29 13F Cary Street Partners Financial Llc 14.362 4,92 2.175 12,58
2026-04-22 13F Romano Brothers And Company 10.231 2,08 1.549 9,55
2026-04-14 13F Zrc Wealth Management, Llc 478 0,63 72 7,46
2026-05-12 13F Stifel Financial Corp 311.822 2,73 47.213 10,20
2026-05-01 13F Diversify Wealth Management, Llc 3.644 558
2026-04-16 13F Tortuga Wealth Management, Inc 2.877 406
2026-04-28 13F Tempus Wealth Planning, LLC 13.062 -0,49 1.978 6,75
2026-05-15 13F Amussen Hunsaker Associates Llc 1.511 0,00 229 7,04
2026-04-06 13F Versant Capital Management, Inc 6.448 22,84 976 31,89
2026-04-29 13F Kaydan Wealth Management, Inc. 16.197 1,43 2.452 8,83
2026-05-07 13F MONECO Advisors, LLC 0 -100,00 0
2026-04-24 13F Advanced Asset Management Advisors Inc 348 0,00 53 6,12
2026-04-27 13F Qrg Capital Management, Inc. 5.400 49,92 818 60,83
2026-05-06 13F Gerber Kawasaki Wealth & Investment Management 1.979 0,41 300 7,55
2026-05-14 13F Renaissance Technologies Llc 0 -100,00 0
2026-05-08 13F Marco Investment Management Llc 5.591 0,00 847 7,22
2026-05-15 13F Quadcap Wealth Management, LLC 5.420 1,92 821 9,33
2026-05-01 13F Castle Wealth Management Llc 2.233 0,00 338 7,30
2026-05-13 13F Philadelphia Trust Co 2.033 -12,86 0
2026-04-29 13F Sageworth Trust Co 6.485 -0,86 982 6,28
2026-05-14 13F Tempo Wealth, LLC 10.470 3,37 1.585 10,92
2026-05-01 13F Anchor Investment Management, LLC 1.845 0,71 279 8,14
2026-05-11 13F WFA of San Diego, LLC 1.480 -51,65 224 -48,15
2026-05-08 13F Summit Wealth & Retirement Planning, Inc. 1.459 0,00 221 7,32
2026-05-15 13F Advisors Asset Management, Inc. 184 3,37 28 8,00
2026-05-14 13F Stonebridge Capital Advisors LLC 7.585 -28,77 1.148 -23,57
2026-05-05 13F D.a. Davidson & Co. 30.911 -2,75 4.680 4,32
2026-04-01 13F Bangor Savings Bank 3.359 -0,86 509 6,28
2026-05-13 13F South Plains Financial, Inc. 1.788 0,00 271 7,14
2026-02-06 13F Global Retirement Partners, LLC 13.940 128,60 1.967 127,14
2026-05-11 13F TD Capital Management LLC 76 1,33 11 10,00
2026-04-13 13F Augustine Asset Management Inc 2.000 0,00 303 7,09
2026-04-02 13F Byrne Asset Management LLC 315 0,00 48 6,82
2026-04-13 13F Mlp3, Llc 10.781 2,83 1.632 10,34
2026-04-20 13F SILVER OAK SECURITIES, Inc 0 -100,00 0
2026-04-30 13F First Horizon Corp 11.600 -16,12 1.756 -9,99
2026-05-15 13F CI Private Wealth, LLC 95.057 -30,18 14.358 -25,29
2026-05-14 13F Baird Financial Group, Inc. 242.901 -5,27 36.778 1,62
2026-05-01 13F Slagle Financial, LLC 0 -100,00 0
2026-04-10 13F Bouvel Investment Partners, LLC 3.556 40,06 538 50,28
2026-04-27 13F Koshinski Asset Management, Inc. 8.828 11,70 1.337 19,82
2026-04-24 13F KC Investment Advisors, LLC 0 -100,00 0
2026-05-11 13F Fourth Dimension Wealth, LLC 2.150 326
2026-05-15 13F Strive Financial Group ,LLC 251 -14,33 38 -7,32
2026-04-17 13F Clear Trail Advisors, LLC 2.000 0,00 303 7,09
2026-04-28 13F Golden State Wealth Management, LLC 1.888 8,19 286 15,85
2026-05-01 13F Coordinated Financial Services, Inc. 9.694 18,67 1.468 27,23
2026-05-07 13F Commonwealth Financial Services, LLC 2.515 -0,24 381 7,04
2026-05-15 13F Jones Financial Companies Lllp 53.154 29,13 7.947 36,80
2026-04-29 13F Invested Advisors 4.814 -0,23 729 6,90
2026-02-12 13F Litman Gregory Asset Management LLC 3.685 8,38 520 7,66
2026-05-12 13F Northwest Bancshares, Inc. 2.360 0,30 357 7,53
2026-04-28 13F Berger Financial Group, Inc 1.569 9,49 238 17,33
2026-05-05 13F Cullen/frost Bankers, Inc. 109.595 -9,15 16.594 -2,55
2026-05-11 13F Atlas Legacy Advisors, LLC 9.951 33,25 1.512 43,45
2026-05-06 13F WoodTrust Financial Corp 2.512 0,00 0
2026-05-13 13F Transcend Wealth Collective, Llc 19.187 2,69 2.905 10,16
2026-05-13 13F Fox Hill Wealth Management 10.611 -0,14 1.607 7,14
2026-05-05 13F SOUTH STATE Corp 4.366 0,00 661 7,31
2026-04-14 13F West Branch Capital LLC 4 0,00 1
2026-05-14 13F Hilltop Holdings Inc. 30.203 5,63 4.573 13,31
2026-01-23 13F First PREMIER Bank 0 -100,00 0
2026-05-08 13F Maia Wealth LLC 1.595 0,13 241 -3,21
2026-05-15 13F MidFirst Bank 23.664 -2,60 3.583 4,46
2026-04-14 13F Prospera Financial Services Inc 53.087 19,75 8.038 28,46
2026-04-22 13F Kapstone Financial Advisors LLC 21.145 1,69 3.202 9,10
2026-04-17 13F Brown, Lisle/cummings, Inc. 1.094 0,00 166 7,14
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 8.215 2,11 1.244 9,52
2026-05-12 13F Alerus Financial Na 4.948 0,00 749 7,31
2026-05-12 13F Omega Financial Group, LLC 31.542 -5,48 4.776 1,38
2026-05-14 13F RMG Wealth Management LLC 2.210 99
2026-05-15 13F City National Bank Of Florida /msd 1.944 0,00 294 7,30
2026-05-05 13F Plante Moran Financial Advisors, LLC 2.283 0,00 346 7,14
2026-04-10 13F Capital Advantage, Inc. 6.157 -1,12 932 6,15
2026-05-04 13F Mml Investors Services, Llc 89.086 -6,14 13.489 0,69
2026-04-17 13F Krilogy Financial LLC 5.906 -0,29 903 2,27
2026-05-04 13F Providence First Trust Co 19.964 48,52 3.023 59,30
2026-05-18 13F Claris Financial LLC 7.997 0,36 1.211 7,65
2026-04-28 13F Kanawha Capital Management Llc 8.255 14,64 1.250 22,93
2026-05-15 13F JMN Financial LLC 2.169 328
2026-04-27 13F HB Wealth Management, LLC 135.137 0,87 20.461 8,22
2026-05-14 13F Diversified Enterprises, LLC 1.378 -26,58 209 -21,21
2026-05-15 13F Larson Financial Group LLC 3.064 0,10 464 7,42
2025-12-09 13F/A Tudor Investment Corp Et Al 0 -100,00 0
2026-05-06 13F Elyxium Wealth, LLC 0 -100,00 0
2026-04-15 13F Cranbrook Wealth Management, LLC 1.211 0,00 183 7,65
2026-05-13 13F Allie Family Office LLC 3.370 0,00 510 7,37
2026-05-15 13F Advisor Group Holdings, Inc. 485.314 27,19 73.510 36,43
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-05-11 13F First National Bank Of Omaha 6.980 0,00 1.047 5,54
2026-02-17 13F North Capital, Inc. 0 -100,00 0
2026-05-15 13F Pettyjohn, Wood & White, Inc 9.064 0,00 1.372 7,27
2026-05-01 13F Ring Mountain Capital, LLC 1.519 -0,91 0
2026-05-14 13F Vident Advisory, LLC 0 -100,00 0
2026-05-11 13F Rossby Financial, LCC 3.255 589,62 492 643,94
2026-04-24 13F James Investment Research Inc 6.895 13,65 1.044 21,85
2026-05-01 13F/A Lodestone Wealth Management LLC 49 0,00 7 16,67
2026-02-17 13F Snowden Capital Advisors LLC 22.961 4,63 3.241 3,91
2026-05-06 13F Atlantic Trust, LLC 1.643 0,00 249 7,36
2026-05-13 13F BCJ Capital Management, LLC 2.036 0,00 308 7,32
2026-04-23 13F Balanced Wealth Group Llc 2.972 1,92 450 8,43
2026-05-13 13F Ubs Asset Management Americas Inc 14.690 37,28 2.224 47,28
2026-04-23 13F waypoint wealth counsel 9.550 -4,15 1.446 2,77
2026-04-10 13F Armstrong Advisory Group, Inc 766 -18,07 116 -12,21
2026-05-04 13F Mirae Asset Global Investments Co., Ltd. 11.400 -33,72 1.726 -28,88
2026-05-19 13F Silicon Valley Capital Partners 88 0,00 13 8,33
2026-05-16 13F Opal Capital Llc 0 -100,00 0
2026-04-15 13F Murphy, Middleton, Hinkle & Parker, Inc. 34.126 5.167
2026-05-13 13F Fogel Capital Management, Inc. 2.345 0,00 355 7,58
2026-05-09 13F MSH Capital Advisors LLC 13.429 0,99 2.033 8,37
2026-04-29 13F Staley Capital Advisers Inc 2.076 0,00 314 7,17
2026-05-11 13F Federated Hermes, Inc. 0 -100,00 0
2026-05-12 13F Cascade Financial Partners, LLC 14.670 -3,38 2.221 3,69
2026-04-13 13F Pettinga Financial Advisors, LLC 0 -100,00 0
2026-05-11 13F RiverFront Investment Group, LLC 2.241 0,00 339 7,28
2026-05-14 13F Rockbridge Investment Management, LCC 8.969 0,00 1.358 7,27
2026-04-27 13F Turtle Creek Wealth Advisors, LLC 1.358 206
2026-02-17 13F High Falls Advisors, Inc 6.128 -34,78 865 -35,28
2026-05-14 13F Hazlett, Burt & Watson, Inc. 19.580 0,62 3 0,00
2026-04-20 13F Miller Howard Investments Inc /ny 184.182 -63,58 27.887 -60,93
2026-04-09 13F Victrix Investment Advisors 1.820 -14,15 276 -8,03
2026-05-05 13F Journey Advisory Group, LLC 6.443 -33,53 976 -28,73
2026-04-24 13F Ledyard National Bank 4.260 -1,16 645 6,09
2026-05-08 13F Seneschal Advisors, LLC 343 0,00 52 6,25
2026-05-14 13F SlateStone Wealth, LLC 2.617 -12,97 0
2026-04-10 13F Integris Wealth Management, LLC 3.997 -0,97 605 6,33
2026-05-11 13F Salomon & Ludwin, LLC 1.354 -4,65 205 0,99
2026-05-15 13F Brown Advisory Inc 28.112 -5,67 4.256 1,19
2026-05-15 13F Flow Traders U.s. Llc 31.840 222,66 5 300,00
2026-04-17 13F Essex Savings Bank 2.854 -2,46 432 4,85
2026-04-30 13F Independence Bank of Kentucky 15.570 -13,36 2.357 -7,06
2026-05-11 13F Millennium Capital Advisors, LLC 14.206 0,06 2.151 7,34
2026-04-10 13F Country Trust Bank 993 0,00 150 7,14
2026-02-17 13F Logan Stone Capital, LLC 0 -100,00 0
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 176.755 8,92 27 18,18
2026-04-22 13F Cantor Fitzgerald Investment Adviser L.p. 2.548 0,00 386 7,24
2026-04-28 13F ORG Wealth Partners, LLC 154 0,00 23 9,52
2026-04-24 13F Mitchell Mcleod Pugh & Williams Inc 1.721 0,00 261 -2,62
2026-04-28 13F Stephens Inc /ar/ 15.749 2,16 2.385 9,61
2026-05-15 13F Rehmann Capital Advisory Group 8.571 0,55 1.298 7,28
2026-04-06 13F GAMMA Investing LLC 2.024 32,81 306 42,33
2026-04-13 13F Hm Payson & Co 9.462 0,34 1.433 7,67
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 5.274 94,33 798 108,36
2026-04-23 13F Farmers & Merchants Investments Inc 3.294 0,00 499 7,33
2026-04-20 13F Triangle Securities Wealth Management 4.080 6,67 618 14,47
2026-04-14 13F Legacy Trust 7.835 0,00 1.186 7,33
2026-05-01 13F Summit Financial Strategies, Inc. 4.392 0,00 665 7,43
2026-04-17 13F Cornell Pochily Investment Advisors, Inc. 13.493 1,80 2.043 9,20
2026-04-28 13F Howe & Rusling Inc 100 0,00 15 7,14
2026-05-08 13F Retirement Planning Co of New England, Inc. 9.536 1,12 1.444 8,50
2026-04-20 13F Jfs Wealth Advisors, Llc 23.315 0,03 3.530 7,33
2026-01-07 13F Yeomans Consulting Group, Inc. 15.231 1,80 2.150 0,94
2026-04-21 13F Wesbanco Bank Inc 18.191 -1,61 2.754 5,56
2026-01-16 13F Hopwood Financial Services, Inc. 0 -100,00 0
2026-04-16 13F Cornerstone Management, Inc. 31.760 0,74 4.809 8,07
2026-05-05 13F Legacy Advisors, LLC 1.599 -16,89 242 -10,70
2026-05-04 13F Schnieders Capital Management, Llc. 3.551 -4,05 538 2,87
2026-05-11 13F Delta Asset Management Llc/tn 98 0,00 15 7,69
2026-05-15 13F Warren Averett Asset Management, LLC 20.772 4,49 3.145 12,12
2026-04-15 13F Occidental Asset Management, LLC 9.395 0,00 1.422 7,24
2026-04-30 13F BRYN MAWR TRUST Co 6.843 -5,52 1.036 1,37
2026-04-03 13F Investors Research Corp 4.296 -0,88 650 6,38
2026-04-21 13F North Forty Two & Co. 4.902 0,00 742 7,38
2026-05-12 13F Daybright Advisory Services, Inc. 39.372 -0,40 5.961 6,85
2026-01-29 13F Comerica Bank 427.919 -1,24 60.396 -1,91
2026-04-17 13F Hanson & Doremus Investment Management 1.127 0,00 0
2026-04-16 13F Henrickson Nauta Wealth Advisors, Inc. 2.713 -50,00 411 -47,90
2026-05-12 13F Cheviot Value Management, LLC 27 0,00 4 0,00
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 5.908 4,34 895 11,89
2026-05-08 13F Dale Q Rice Investment Management Ltd 6.257 -0,43 947 6,88
2026-05-14 13F Jacobi Capital Management LLC 1.364 206
2026-04-22 13F AJ Advisors, LLC 1.450 0,76 220 7,88
2026-04-09 13F Chemistry Wealth Management LLC 1.640 0,00 248 7,36
2026-05-01 13F Financial Connections Group, Inc. 497 0,00 0
2026-04-20 13F Sowell Financial Services LLC 16.925 -0,08 2.563 7,20
2026-05-13 13F Natixis Advisors, L.p. 18.804 -11,80 3 -33,33
2026-04-13 13F Compass Ion Advisors, LLC 4.456 0,00 675 7,32
2026-05-01 13F Cdkv Holdings Llc 10.495 8,64 1.589 16,58
2026-03-23 13F/A Barclays Plc 0 -100,00 0
2026-04-28 13F Cabana Llc 5.772 -15,29 874 -9,05
2026-04-07 13F Twele Capital Management, Inc. 2.383 -0,75 361 6,51
2026-05-11 13F Linscomb & Williams, Inc. 54.073 -16,49 8.187 -10,41
2026-04-27 13F Platform Technology Partners 8.571 15,25 1.298 23,64
2026-05-14 13F CIBC World Markets Inc. 283.465 -0,69 42.919 6,54
2026-04-17 13F 55 North Private Wealth, LLC 5.000 0,00 757 7,38
2026-05-07 13F Marshall & Sterling Wealth Advisors Inc. 660 0,00 100 6,45
2026-04-20 13F Independent Wealth Network Inc. 8.270 -0,28 1.252 7,01
2026-05-06 13F Fidelis Capital Partners, LLC 11.940 -15,72 1.808 -9,60
2026-05-15 13F Weaver Consulting Group 3.347 0,00 507 7,20
2026-04-21 13F Pflug Koory, LLC 2.613 0,19 396 7,34
2026-04-27 13F Evolution Wealth Management Inc. 1.247 0,73 189 8,05
2026-04-30 13F Stiles Financial Services Inc 2.784 -2,93 421 4,21
2026-05-11 13F Foundations Investment Advisors, LLC 4.006 -4,05 607 2,89
2026-04-09 13F Cliftonlarsonallen Wealth Advisors, Llc 16.656 0,00 2.522 7,28
2026-05-06 13F IMA Wealth, Inc. 250 0,00 38 5,71
2026-05-13 13F Bank Of Montreal /can/ 768.498 -1,45 116.358 5,72
2026-05-11 13F National Wealth Management Group, LLC 1.350 204
2026-05-12 13F Atlantic Union Bankshares Corp 3.190 -1,27 483 5,70
2026-05-12 13F Warwick Investment Management, Inc. 4.712 0,00 713 7,22
2026-04-10 13F Insight Wealth Strategies, LLC 3.154 0,67 478 7,92
2026-05-01 13F Clientfirst Wealth Management, LLC 2.285 0,00 346 7,14
2026-05-14 13F Cowa, Llc 1.395 211
2026-05-04 13F Westside Investment Management, Inc. 300 0,00 45 7,14
2026-04-22 13F Joel Isaacson & Co., LLC 21.419 -8,84 3.243 -2,20
2026-04-16 13F Heck Capital Advisors, LLC 0 -100,00 0
2026-04-15 13F Peoples Bank/KS 14.638 2,20 2.216 9,65
2026-04-24 13F Courage Miller Partners, LLC 2.797 -0,18 424 7,09
2026-05-04 13F Texas Yale Capital Corp. 5.795 0,00 877 7,34
2026-05-05 13F Woodmont Investment Counsel Llc 9.809 0,00 1.485 7,30
2026-05-11 13F Pathstone Holdings, LLC 71.361 5,12 10.805 12,76
2026-04-14 13F Beacon Investment Advisory Services, Inc. 750 114
2026-05-12 13F Moneta Group Investment Advisors Llc 104.112 -0,52 15.764 6,72
2026-05-07 13F AlTi Global, Inc. 79.441 22,90 12.028 31,84
2026-02-17 13F NewSquare Capital LLC 0 -100,00 0
2026-02-09 13F Koesten, Hirschmann & Crabtree, INC. 0 -100,00 0
2026-05-14 13F HighPoint Advisor Group LLC 28.455 -2,53 4.308 4,56
2026-02-17 13F MGB Wealth Management, LLC 4.745 0,30 670 -0,45
2026-04-21 13F Morton Capital Management LLC/CA 1.638 0,00 248 7,36
2026-02-13 13F Diametric Capital, LP 0 -100,00 0
2026-05-15 13F XTX Topco Ltd 2.791 423
2026-04-09 13F Kelly Financial Group Llc 1.531 -7,83 232 -1,28
2026-05-14 13F Bridgewealth Advisory Group, LLC 1.450 0,00 220 7,35
2026-05-11 13F Commerce Bank 280.769 1,89 42.511 9,30
2026-05-13 13F River Wealth Advisors LLC 6.835 -8,89 1.035 -2,27
2026-05-11 13F United Bank 2.399 0,00 363 7,40
2026-04-20 13F Benedict Financial Advisors Inc 2.388 1,23 362 8,41
2026-05-14 13F Trace Wealth Advisors, LLC 5.804 0,00 879 7,20
2026-05-13 13F Old North State Trust, LLC 8.228 -0,93 1 0,00
2026-04-22 13F Janney Montgomery Scott LLC 238.781 8,18 36 16,13
2026-04-21 13F Trust Co Of Virginia /va 1.533 -8,31 232 -1,28
2026-04-29 13F Rockwood Wealth Management, LLC 3.994 0,00 605 7,28
2026-05-11 13F MainStreet Investment Advisors LLC 9.370 17,94 1.419 26,49
2026-05-04 13F Calamos Wealth Management LLC 2.533 0,00 384 7,28
2026-05-13 13F Mpwm Advisory Solutions, Llc 257 0,78 39 5,56
2026-05-08 13F Schwarz Dygos Wheeler Investment Advisors Llc 119.877 1,35 18.151 8,72
2026-05-11 13F Karnit Road Accident Victims Compensation Fund 2.170 0,00 329 7,19
2026-04-27 13F Fulton Breakefield Broenniman Llc 21.817 149,39 3.303 167,67
2026-05-12 13F/A Granite FO LLC 23.237 -18,71 3.518 -12,79
2026-02-13 13F Colony Group, LLC 466.225 11,47 65.805 10,72
2026-04-22 13F Pasadena Private Wealth, LLC 1.403 212
2026-04-08 13F First Heartland Consultants, Inc. 2.271 -1,35 344 5,86
2026-04-09 13F ASL Financial, LLC 5.716 0,00 865 7,32
2026-05-15 13F Peapack Gladstone Financial Corp 18.170 -0,73 3 0,00
2026-05-12 13F Azimuth Capital Investment Management LLC 1.567 0,00 237 7,24
2026-04-08 13F Community Financial Services Group, LLC 1.335 202
2026-05-12 13F CIBC Bancorp USA Inc. 58.375 -4,86 8.839 1,38
2026-04-14 13F Affiance Financial, LLC 2.275 0,00 344 7,17
2026-04-17 13F Berman McAleer LLC 1.628 0,00 246 7,42
2026-04-22 13F Sterling Capital Management LLC 0 -100,00 0
2026-04-15 13F Merit Financial Group, LLC 8.300 28,28 1.257 37,57
2026-04-02 13F Collective Family Office Llc 1.345 204
2026-05-14 13F Joseph P. Lucia & Associates, LLC 31.425 -0,25 4.758 7,02
2026-05-14 13F Keebeck Wealth Management, LLC 31.180 -14,55 4.721 -8,35
2026-04-13 13F Lee Financial Co 50.091 -2,88 7.584 4,19
2026-05-06 13F Clifford Swan Investment Counsel Llc 2.333 0,00 353 7,29
2026-05-15 13F Perennial Investment Advisors, LLC 2.083 6,33 315 14,13
2026-05-14 13F Nicolet Bankshares Inc 2.475 0,00 375 7,16
2026-05-15 13F Ascent Group, LLC 4.309 -4,46 652 2,52
2026-04-15 13F Corundum Trust Company, INC 18.872 0,00 2.857 7,29
2026-04-16 13F Cambridge Advisors Inc. 3.525 2,17 534 9,67
2026-04-08 13F Charis Legacy Partners, LLC 2.351 25,65 356 34,47
2026-04-15 13F Steinberganna Wealth Management 3.643 -8,65 552 -1,96
2026-05-12 13F Providence Financial Advisors, LLC 1.400 212
2026-04-30 13F Millstone Evans Group, LLC 372 -28,05 56 -22,22
2026-05-04 13F Pacific Point Advisors, LLC 11.383 0,00 1.724 7,29
2026-04-29 13F/A Perryman Financial Advisory Inc /ad 12.874 -2,79 1.949 4,28
2026-05-07 13F First National Trust Co 8.241 -2,66 1.248 4,44
2026-05-14 13F Mill Creek Capital Advisors, LLC 7.905 -22,71 1.197 -17,12
2026-04-22 13F Investment Advisory Group, LLC 12.829 -0,12 1.942 7,17
2026-05-15 13F Beutel, Goodman & Co Ltd. 195 0,00 0
2026-04-20 13F Verus Financial Partners, Inc. 45.808 -15,47 7.003 -13,23
2026-06-03 13F CoreFirst Bank & Trust 1.779 0,00 269 7,17
2026-05-11 13F Wells Fargo & Company/mn 3.808.227 0,01 576.604 7,28
2026-05-15 13F Family Management Corp 131 0,00 20 5,56
2026-04-21 13F Alpine Bank Wealth Management 3.641 32,40 551 42,01
2026-04-30 13F Indivisible Partners 1.561 0,00 236 7,27
2026-05-08 13F Cypress Capital Management LLC (WY) 261 0,00 40 8,33
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-04-13 13F LexAurum Advisors, LLC 3.777 -5,03 572 1,06
2026-04-03 13F Rise Advisors, LLC 1.351 204
2026-05-15 13F Tower Research Capital LLC (TRC) 0 -100,00 0
2026-04-06 13F CX Institutional 406 0,74 0
2026-05-13 13F Cascade Investment Group, Inc. 1.353 205
2026-04-02 13F Crumly & Associates Inc. 1.627 0,49 246 7,89
2026-05-11 13F Daymark Wealth Partners, Llc 5.104 -0,29 773 6,93
2026-05-07 13F Centerpoint Advisors, LLC 0 -100,00 0
2026-02-17 13F Main Street Financial Solutions, LLC 0 -100,00 0
2026-05-14 13F Traynor Capital Management, Inc. 10.998 -15,96 1.650 -10,67
2026-04-08 13F Warner Financial, Inc 6.173 0,18 935
2026-05-04 13F Bleakley Financial Group, LLC 20.749 -17,10 3.142 -11,07
2026-05-13 13F Brinker Capital Investments, LLC 18.081 -48,51 2.738 -44,77
2026-05-08 13F Grand Wealth Management, Llc 0 -100,00 0
2026-04-07 13F First Financial Corp /in/ 1.211 0,00 183 7,65
2026-04-23 13F Moss Adams Wealth Advisors LLC 3.013 0,00 456 7,29
2026-05-15 13F Clark Capital Management Group, Inc. 3.606 0,03 546 7,28
2026-05-11 13F Manchester Capital Management LLC 860 0,00 130 7,44
2026-04-24 13F Essex Financial Services, Inc. 21.911 0,00 3.318 7,28
2026-05-01 13F Concord Wealth Partners 1.350 0,82 204 7,94
2026-04-13 13F Massmutual Trust Co Fsb/adv 12.105 45,93 1.833 56,58
2026-05-13 13F Sepio Capital, LP 1.975 0,00 299 7,55
2026-05-05 13F Gentry Private Wealth, Llc 5.115 -13,31 774 -6,97
2026-05-08 13F TMB Capital Partners, LLC 10.795 0,00 1.635 7,29
2026-05-11 13F Tulsa Wealth Advisors, INC 1.789 271
2026-05-06 13F Oxford Financial Group Ltd 305 0,00 46 6,98
2026-05-06 13F CNB Bank 1.102 0,00 167 7,10
2026-05-01 13F Mission Hills Financial Advisory, LLC 1.498 0,54 227 7,62
2026-04-23 13F Powell Investment Advisors, LLC 98.520 0,67 14.917 7,99
2026-04-24 13F United Community Bank 4.310 -24,65 653 -19,21
2026-05-14 13F Capital Analysts, Inc. 26.259 -5,07 4 0,00
2026-04-23 13F Oppenheimer & Co Inc 50.495 2,68 7.645 10,16
2026-04-29 13F United Asset Strategies, Inc. 1.592 0,00 241 7,59
2026-04-24 13F Innova Wealth Partners 1.356 205
2026-04-20 13F Provenance Wealth Advisors, LLC 2.051 2,14 311 9,54
2026-04-23 13F PayPay Securities Corp 63 -24,10 10 -18,18
2026-05-14 13F Financial Engines Advisors L.L.C. 7.475 -0,57 1.132 6,60
2026-04-16 13F Annex Advisory Services, LLC 2.867 0,31 434 7,69
2026-04-22 13F Princeton Global Asset Management LLC 387 452,86 59 544,44
2026-05-05 13F Regions Financial Corp 16.825 19,20 2.547 27,86
2026-04-20 13F Naples Global Advisors, Llc 5.253 0,00 795 7,29
2026-04-13 13F Neumann Capital Management, LLC 3.819 0,00 578 7,24
2026-05-04 13F John A. Wolfe & Associates, Inc. 1.251 189
2026-05-01 13F Mowery & Schoenfeld Wealth Management, LLC 4.545 0,00 688 7,33
2026-05-13 13F RiverGlades Family Offices LLC 1.380 -2,13 209 4,00
2026-05-13 13F Jaffetilchin Investment Partners, LLC 4.630 0,30 701 7,53
2026-04-23 13F Narwhal Capital Management 20.998 0,13 3.179 7,43
2026-04-28 13F Kingswood Wealth Advisors, Llc 62.958 3,06 9.532 10,55
2026-04-13 13F CGC Financial Services, LLC 0 -100,00 0
2026-04-21 13F Chapin Davis, Inc. 7.962 0,00 1.206 7,30
2026-05-12 13F Pacific Center for Financial Services 2.169 1,50 328 8,25
2026-05-14 13F Twin Tree Management, LP Call 67.700 10.250
2026-04-08 13F Sax Wealth Advisors, Llc 17.538 0,00 2.475 0,00
2026-05-12 13F Operose Advisors LLC 23.029 1,39 3.487 8,77
2026-04-10 13F Stillwater Capital Advisors, LLC 2.021 0,00 306 7,37
2026-05-11 13F Carbahal Olsen Financial Services Group, LLC 13.130 -1,29 1.988 5,91
2026-05-12 13F Mengis Capital Management, Inc. 2.500 0,00 379 7,39
2026-04-24 13F Private Advisor Group, LLC 213.855 11,80 32.380 19,93
2026-05-06 13F Tyche Wealth Partners LLC 10.415 -1,33 1.577 5,84
2026-04-07 13F Sage Capital Advisors,llc 2.929 0,76 444 8,05
2026-04-30 13F GFS Advisors, LLC 45.680 1.032,66 2.589 351,83
2026-05-01 13F Midwest Trust Co 18.305 9,27 2.772 17,22
2026-05-04 13F LJI Wealth Management, LLC 1.481 0,00 224 7,69
2026-05-08 13F Zions Bancorporation, National Association /ut/ 3.390 0,00 513 7,32
2026-04-20 13F Chatterton & Associates Inc. 1.988 15,65 305 26,03
2026-05-04 13F Rogco, Lp 3.590 0,00 544 7,31
2026-04-28 13F SBI Securities Co., Ltd. 21.761 1,18 3.295 8,53
2026-04-09 13F Kwmg, Llc 109.170 3,06 16.529 10,56
2026-05-05 13F Putnam Fl Investment Management Co 0 -100,00 0
2026-05-14 13F Retiremitten Financial Llc 880 133
2026-04-14 13F Sterling Investment Advisors Llc /adv 1.559 0,00 236 7,27
2026-05-15 13F IHT Wealth Management, LLC 6.943 0,22 1.051 7,57
2026-04-14 13F Invenio Wealth Partners Llc 9.375 -8,67 1.419 -2,00
2026-05-04 13F Sigma Planning Corp 21.684 -1,25 3.283 5,94
2026-04-17 13F Amarillo National Bank 54.068 0,00 8.186 7,27
2026-05-14 13F VestGen Advisors, LLC 6.623 24,66 1.011 34,98
2026-05-15 13F Excelsior Advisor Network LLC 4.016 30,22 608 39,77
2026-05-05 13F Capital Investment Advisory Services, LLC 2.275 -3,56 344 3,61
2026-05-06 13F Arcus Capital Partners, LLC 142.176 -15,70 21.527 -9,57
2026-04-17 13F Webster Bank, N. A. 19.019 0,00 2.880 7,27
2026-02-03 13F Broadwater Capital Management Llc 42 0,00 6 0,00
2026-02-05 13F Center for Financial Planning, Inc. 61 -45,05 9 -46,67
2026-05-07 13F Intellus Advisors LLC 0 -100,00 0
2026-05-11 13F Berkshire Asset Management Llc/pa 11.751 -2,98 1.779 4,10
2026-05-15 13F Glen Eagle Advisors, LLC 11.641 0,95 1.763 8,30
2026-04-10 13F Magnus Financial Group LLC 15.823 0,71 2.396 8,03
2026-04-15 13F Journey Strategic Wealth Llc 3.105 -7,95 470 -1,26
2026-05-13 13F Calton & Associates, Inc. 1.867 -25,88 283 -20,56
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 1.795 6,72 272 14,35
2026-04-23 13F Interchange Capital Partners, LLC 3.548 -2,77 476 -7,57
2026-05-12 13F Dearborn Partners Llc 5.472 14,93 829 23,40
2026-04-22 13F Finley Financial, LLC 730 0,00 111 6,80
2026-04-29 13F Montag A & Associates Inc 1.397 -31,05 212 -25,96
2026-05-15 13F Nikulski Financial, Inc. 2.816 26,56 426 35,67
2026-05-14 13F First Commonwealth Financial Corp /pa/ 14.330 -0,45 2.170 6,79
2026-05-14 13F Orleans Capital Management Corp/la 2.250 0,00 341 7,26
2026-04-16 13F Freedom Financial Partners LLC 8.963 0,50 1.357 7,87
2026-04-29 13F Rocky Mountain Advisers, Llc 1.232 0,00 187 7,51
2026-01-30 13F Simplicity Wealth,LLC 0 -100,00 0
2026-04-28 13F Steigerwald, Gordon & Koch Inc. 2.045 157,23 310 175,89
2026-05-08 13F Gen-Wealth Partners Inc 823 0,00 125 6,90
2026-05-13 13F/A Jpmorgan Chase & Co 1.536.717 -6,67 230.554 -0,79
2026-04-16 13F Financial Management Network Inc 1.495 4,55 229 12,81
2026-04-29 13F IAG Wealth Partners, LLC 0 -100,00 0
2026-05-15 13F Evergreen Wealth Solutions, LLC 6.228 943
2026-05-06 13F Angeles Wealth Management, Llc 1.938 53,08 293 64,61
2026-05-09 13F DiMeo Schneider & Associates, L.L.C. 8.527 0,08 1.291 7,40
2026-05-15 13F Prosperitas Financial LLC 3.016 457
2026-04-17 13F Mezzasalma Advisors, LLC 3.557 0,57 539 6,75
2026-05-11 13F Lcnb Corp 2.607 20,86 395 29,61
2026-04-08 13F KWB Wealth 1.670 0,00 236 0,00
2026-05-01 13F Richardson Financial Services Inc. 494 0,00 75 7,25
2026-02-12 13F CIBC Private Wealth Group, LLC 58.960 0,03 8.322 -0,64
2026-04-30 13F Hsbc Holdings Plc 13.745 -9,76 2.081 -3,16
2026-04-21 13F ADG Wealth Management Group, LLC 12.222 23,62 1.851 32,62
2026-05-07 13F Rice Partnership, LLC 175 0,00 26 8,33
2026-04-23 13F American National Bank 251 0,00 38 8,57
2026-05-18 13F Ashton Thomas Securities, Llc 3.106 470
2026-04-21 13F Capital Investment Counsel, Inc 800 -22,63 121 -16,55
2026-05-08 13F SHP Wealth Management 2.389 0,84 362 8,08
2026-04-29 13F WealthPLAN Partners, LLC 5.097 -0,59 772 6,64
2026-05-15 13F Headinvest, Llc 1.400 212
2026-04-20 13F Eagle Strategies LLC 12.741 -6,32 1.929 0,52
2026-05-05 13F Dudley Capital Management, Llc 1.900 0,00 288 7,09
2026-05-13 13F Kovitz Investment Group Partners, LLC 47.269 5,02 7.157 12,67
2026-05-15 13F Bank Of America Corp /de/ 8.065.913 -1,28 1.221.260 5,91
2026-04-17 13F Certified Advisory Corp 2.278 1,70 345 8,86
2026-05-01 13F Welch & Forbes Llc 9.451 0,37 1.431 7,68
2026-05-12 13F Independent Advisor Alliance 30.025 4.546
2026-04-24 13F Medallion Wealth Advisors, LLC 128 0,00 19 5,56
2026-04-24 13F Squire Investment Management Company, LLC 8.819 4,31 1.335 11,90
2026-04-24 13F Keybank National Association/oh 31.287 -0,49 4.737 6,76
2026-05-11 13F WealthTrust Axiom LLC 6.575 0,00 996 7,34
2026-05-13 13F Cove Private Wealth, LLC 10.520 27,05 1.593 36,30
2026-05-14 13F Atomi Financial Group, Inc. 7.297 -0,88 1.105 6,26
2026-05-13 13F BlackRock, Inc. 28.683 -34,11 4.343 -29,32
2026-05-28 13F Henshaw Capital LLC 0 -100,00 0 -100,00
2026-04-20 13F Tanglewood Wealth Management, Inc. 1.347 204
2026-05-08 13F LaSalle St. Investment Advisors, LLC 1.351 205
2026-06-01 13F Caerus Investment Advisors, LLC 16.920 -2,03 2.562 5,09
2026-05-05 13F Fusion Family Wealth LLC 5.034 0,04 762 7,32
2026-04-09 13F TruWealth Advisors, LLC 6.378 0,08 966 7,34
2026-04-06 13F WASHINGTON TRUST Co 13.969 -3,18 2.115 3,88
2026-04-22 13F Seneca Financial Advisors LLC 1.593 0,76 241 8,07
2026-05-15 13F Mustico Financial Group, Inc. 1.808 0,00 275 4,18
2026-04-21 13F Artesa Financial Group, LLC 2.600 394
2026-05-06 13F VSM Wealth Advisory, LLC 669 0,60 101 8,60
2026-05-08 13F Glenview Trust Co 46.932 -0,06 7.106 7,20
2026-04-09 13F Park Place Capital Corp 6.422 -6,21 972 0,62
2026-04-07 13F Blueline Advisors Llc 799 -3,50 121 3,45
2026-05-06 13F Townsend Asset Management Corp /nc/ /adv 29.557 2,22 4.475 9,65
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 163.287 -23,03 23.595 -23,36
2026-05-08 13F Roundview Capital LLC 1.346 204
2026-05-08 13F Pnc Financial Services Group, Inc. 3.506.722 -1,33 530.953 5,85
2026-05-06 13F Florin Court Capital LLP 27.700 32,54 4.194 42,22
2026-05-01 13F Mutual Advisors, LLC 55.941 -7,72 8.470 -1,01
2026-05-01 13F Rakuten Securities, Inc. 24 -31,43 4 -25,00
2026-05-08 13F Burke & Herbert Bank & Trust Co 28.804 0,06 4.361 7,36
2026-05-13 13F Monetary Management Group Inc 21.250 0,00 3.217 7,27
2026-05-13 13F Parkside Financial Bank & Trust 2.110 49,75 319 61,11
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 1.500 0,00 227 7,58
2026-04-28 13F Integrated Advisors Network LLC 10.390 -67,75 1.573 -65,41
2026-04-15 13F Valley National Advisers Inc 1.981 0,00 0
2026-04-28 13F Ntv Asset Management Llc 106.014 0,31 16.052 7,61
2026-05-11 13F Insight Advisors, LLC/ PA 2.135 1,18 323 8,75
2026-04-27 13F Hunter Associates Investment Management Llc 2.578 -7,30 0
2026-05-14 13F Gamco Investors, Inc. Et Al 16.308 0,00 2.469 7,30
2026-02-17 13F Vertex Planning Partners, LLC 0 -100,00 0
2026-05-04 13F WJ Financial Advisors LLC 5.188 0,00 786 7,24
2026-04-14 13F Precedent Wealth Partners, Llc 10.321 -8,86 1.563 -2,25
2026-05-12 13F Colonial Trust Co / SC 1.595 0,00 241 7,11
2026-05-08 13F M1 Capital Management LLC 5.787 0,52 876 7,88
2026-04-15 13F Weatherly Asset Management L. P. 4.695 0,00 711 7,25
2026-04-27 13F Fairfield Financial Advisors, LTD 2.142 -10,49 324 -3,86
2026-05-06 13F Crescent Grove Advisors, LLC 19.892 -1,83 3.012 5,32
2026-04-16 13F Ellsworth Advisors, LLC 4.889 2,93 740 5,41
2026-04-09 13F Secure Asset Management, LLC 3.245 -3,97 491 3,15
2026-04-23 13F Alley Investment Management Company, LLC 5.679 0,19 860 7,51
2026-04-29 13F Waters Parkerson & Co., Llc 3.015 1,86 457 9,35
2026-02-11 13F First Command Advisory Services, Inc. 0 -100,00 0
2026-05-12 13F First Western Trust Bank 2.386 12,76 361 21,14
2026-05-07 13F Pacific Wealth Strategies Group, Inc. 1.628 0,00 246 7,42
2026-04-14 13F Palisade Asset Management, LLC 2.590 0,00 392 7,40
2026-05-14 13F Mission Creek Capital Partners, Inc. 10.668 -1,42 1.615 5,76
2026-04-21 13F TigerOak Management, L.L.C. 1.351 205
2026-05-15 13F Alliancebernstein L.p. 35.756 17,41 5.047 17,40
2026-05-12 13F Private Capital Advisors, Inc. 13.975 0,00 2.116 7,25
2026-04-17 13F Boston Private Wealth Llc 10.872 -7,25 1.646 -0,48
2026-04-22 13F Caldwell Trust Co 11.968 0,00 1.812 7,28
2026-05-06 13F Diversified Portfolios, Inc. 2.006 33,73 304 43,60
2026-05-15 13F Evelyn Partners Investment Management (Europe) Ltd 150 0,00 23 4,76
2026-04-29 13F Nilsine Partners, LLC 4.289 0,00 654 7,93
2026-05-15 13F Gotham Asset Management, LLC 17.116 42,51 2.592 52,86
2026-01-16 13F Crowley Wealth Management, Inc. 0 -100,00 0
2026-04-24 13F Stock Yards Bank & Trust Co 29.209 75,82 4.423 88,65
2026-05-15 13F Cresset Asset Management, LLC 103.168 3,92 15.621 11,48
2026-05-07 13F Principle Wealth Partners Llc 42.468 -1,04 6.430 6,16
2026-04-08 13F Cambridge Financial Group, LLC 3.700 0,00 560 6,87
2026-04-07 13F CoreCap Advisors, LLC 4.981 -33,96 754 -29,14
2026-04-15 13F Parsons Capital Management Inc/ri 2.967 3,49 449 11,14
2026-05-07 13F Grandfield & Dodd, Llc 1.399 -26,33 212 -21,27
2026-05-19 13F Sonoma Allocations LLC 2.578 391
2026-05-06 13F Gray Private Wealth, LLC 1.729 0,00 262 6,97
2026-04-17 13F Union Savings Bank 11.487 -5,67 1.739 1,22
2026-05-15 13F Smartleaf Asset Management LLC 272 -28,61 41 -25,93
2026-04-22 13F Atlantic Edge Private Wealth Management, LLC 25 0,00 4 0,00
2026-04-14 13F Westend Capital Management LLC 1.180 0,00 179 7,23
2026-01-20 13F Maryland Capital Advisors Inc. 548 82,67 77 83,33
2026-05-11 13F Chilton Capital Management Llc 2.191 -43,72 332 -39,71
2026-04-27 13F Cape Ann Savings Bank 1.865 282
2026-04-22 13F AtlasMark Financial, Inc 1.743 0,00 246 0,00
2026-05-14 13F Morse Asset Management, Inc 389 0,00 59 7,41
2026-05-14 13F Neuberger Berman Group LLC 6.903 -2,27 1.045 4,92
2026-05-15 13F Transamerica Financial Advisors, Inc. 206 1,48 31 10,71
2026-01-12 13F Foster Group, Inc. 0 -100,00 0
2026-05-08 13F Cornerstone Financial Management LLC 1.000 0,00 151 7,09
2026-05-14 13F Cwm, Llc 52.313 -3,57 7.921 113.042,86
2026-05-14 13F Beaird Harris Wealth Management, LLC 642 0,00 97 7,78
2026-05-11 13F Options Solutions, Llc 1.900 -3,06 288 3,99
2026-05-06 13F ProVise Management Group, LLC 2.928 -6,84 443 0,00
2026-01-30 13F Caldwell Securities, Inc 776 2,65 110 1,87
2026-04-09 13F Planned Solutions, Inc. 9.726 0,10 1.473 7,37
2026-04-28 13F Appleton Partners Inc/ma 6.184 0,00 1
2026-04-30 13F Verdence Capital Advisors LLC 10.518 0,68 1.593 8,01
2026-04-30 13F Selective Wealth Management, Inc. 4.323 -3,35 661 0,00
2026-04-21 13F Mayport, Llc 4.771 0,06 722 7,44
2026-04-27 13F Pensionmark Financial Group, Llc 20.320 -6,15 3.077 0,69
2026-04-28 13F Golden State Equity Partners 115 17
2026-04-29 13F BHK Investment Advisors, LLC 6.165 933
2026-05-19 13F McIlrath & Eck, LLC 176 0,00 27 8,33
2026-05-28 13F Challenger Wealth Management 9.884 0,00 1.497 7,24
2026-05-15 13F Private Capital Management, LLC 26.386 3.995
2026-04-20 13F First American Bank 2.050 0,00 310 7,27
2026-05-13 13F Measured Wealth Private Client Group, LLC 1.163 0,00 176 7,32
2026-05-14 13F Venture Visionary Partners LLC 10.367 -3,11 1.570 -1,20
2026-04-13 13F IFP Advisors, Inc 43.418 3,60 6.574 11,12
2026-05-13 13F First Citizens Bank & Trust Co 14.984 -36,56 2.269 -31,95
2026-04-30 13F Yukon Wealth Management, Inc. 128.315 -2,01 19.428 -3,87
2026-04-16 13F BridgePort Financial Solutions, LLC 2.405 0,00 364 7,37
2026-05-05 13F HighTower Advisors, LLC 331.481 -0,02 50.189 7,25
2026-04-21 13F Gilpin Wealth Management, Llc 925 0,00 140 7,69
2026-05-13 13F S&t Bank/pa 203 0,00 31 7,14
2026-05-04 13F Savant Capital, LLC 12.590 32,60 1.906 42,24
2026-01-26 13F Northwest Financial Advisors 0 -100,00 0
2026-04-13 13F GoalVest Advisory LLC 5.151 -55,29 780 -52,06
2026-04-20 13F Edge Wealth Management LLC 8.712 0,00 1.319 7,32
2026-05-05 13F Navigation Group, LLC 4.117 623
2026-04-21 13F Clarus Group, Inc. 2.329 0,00 353 7,32
2026-05-01 13F Associated Banc-corp 7.390 -5,13 1.119 1,73
2026-04-16 13F Brookstone Capital Management 5.014 3,02 759 10,64
2026-04-28 13F Robertson Stephens Wealth Management, LLC 10.498 -8,75 1.589 -2,09
2026-05-01 13F Bensler, LLC 14.549 -5,01 2.203 1,90
2026-05-12 13F Tiaa Trust, National Association 2.450 -80,53 371 -79,15
2026-04-16 13F Uhlmann Price Securities, Llc 1.680 0,00 254 7,17
2026-04-15 13F Sage Capital Management, LLC 3.354 -1,44 508 5,83
2026-05-12 13F Ellis Investment Partners, LLC 189.696 -0,46 28.722 6,78
2026-04-27 13F Capital Advisors Inc/ok 2.823 16,51 427 24,85
2026-04-03 13F Waller Financial Planning Group, Inc 2.139 22,23 324 31,30
2026-04-29 13F Axxcess Wealth Management, Llc 0 -100,00 0
2026-05-04 13F Sfam, Llc 1.360 0,00 206 7,33
2026-04-24 13F Bayban 675 0,00 102 7,37
2026-04-28 13F Whittier Trust Co Of Nevada Inc 18.283 0,09 2.778 4,83
2026-05-11 13F HBK Sorce Advisory LLC 21.080 -0,31 3.210 -2,31
2026-05-15 13F/A Tudor Financial Inc. 2.531 -3,43 383 3,79
2026-04-07 13F Signaturefd, Llc 4.618 19,92 699 28,73
2026-04-14 13F Southland Equity Partners LLC 1.799 -33,81 272 -28,98
2026-05-06 13F Gryphon Financial Partners LLC 11.594 -19,36 1.755 -13,50
2026-04-21 13F Old National Bancorp /in/ 69.172 -20,64 10.473 -14,87
2026-05-01 13F Rossmore Private Capital 1.050 0,00 159 6,76
2026-04-21 13F Cfm Wealth Partners Llc 3.382 25,58 512 34,74
2026-05-15 13F Fmr Llc 193.751 15,01 29.336 23,38
2026-05-05 13F Tortoise Investment Management, LLC 1.394 211
2026-05-13 13F Keystone Wealth Services, LLC 4.420 -3,24 669 3,88
2026-04-09 13F Shulman DeMeo Asset Management LLC 29.783 -0,82 4.509 6,39
2026-04-30 13F First National Bank & Trust Co Of Newtown 151.168 -11,28 22.888 -4,82
2026-04-30 13F Hyposwiss Advisors SA 4.075 -12,83 617 -6,53
2026-05-11 13F Accordant Advisory Group Inc 633 0,00 96 6,74
2026-04-29 13F/A Farmers & Merchants Trust Co of Chambersburg PA 358 -10,05 0
2026-05-13 13F Triumph Capital Management 1.836 0,00 278 6,95
2026-05-11 13F High Note Wealth, LLC 579 0,00 88 7,41
2026-05-04 13F Purkiss Capital Advisors LLC 3.547 -8,37 537 -1,65
2026-04-30 13F Costello Asset Management, INC 3.998 6,90 605 14,80
2026-05-05 13F Signet Financial Management, Llc 6.767 -1,28 1.025 5,89
2026-04-30 13F Kestra Advisory Services, LLC 165.919 41,78 25.122 52,10
2026-04-24 13F Reality Financial Planning Services, LLC 6.294 0,00 953 7,21
2026-05-15 13F Keating Financial Advisory Services, Inc. 2.696 0,00 408 7,37
2026-05-15 13F Navis Wealth Advisors, LLC 3.807 6,43 576 14,29
2026-05-15 13F Chevy Chase Trust Holdings, Inc. 2.495 0,00 378 7,10
2026-04-08 13F Canandaigua National Trust Co of Florida 1.617 245
2026-05-12 13F Thoroughbred Financial Services, Llc 16.728 -3,92 3 0,00
2026-05-12 13F Leavell Investment Management, Inc. 4.526 5,85 685 13,60
2026-04-16 13F Future Financial Wealth Managment LLC 2.710 0,00 412 3,79
2026-04-27 13F Truist Financial Corp 1.099.024 -3,20 166.403 3,85
2026-05-07 13F Argyle Capital Partners, LLC 7.534 27,07 1.141 36,36
2026-05-14 13F Northern Trust Corp 3.106.667 1,66 470.380 9,06
2026-05-08 13F Jackson, Grant Investment Advisers, Inc. 38.433 -1,27 5.819 5,92
2026-01-29 13F Concurrent Investment Advisors, LLC 34.122 361,42 4.816 358,57
2026-04-16 13F Capital Investment Advisors, LLC 123.757 3,61 18.738 11,15
2026-05-06 13F Modera Wealth Management, LLC 5.686 0,00 861 7,23
2026-04-23 13F Kerntke Otto McGlone Wealth Management Group 1.573 -1,44 238 5,78
2026-04-17 13F Fifth Third Wealth Advisors LLC 137.997 -6,68 20.894 0,11
2026-05-15 13F NorthRock Partners, LLC 14.753 2,82 2.234 10,27
2026-04-27 13F Soltis Investment Advisors LLC 2.598 -84,46 393 -83,34
2026-04-22 13F Churchill Financial Advisors, LLC 6.618 -3,03 1.002 4,05
2026-05-08 13F Mystic Asset Management, Inc. 2.374 -2,47 359 4,66
2026-05-05 13F LOM Asset Management Ltd 13.318 1,07 2.016 8,45
2026-04-20 13F Hixon Zuercher, LLC 0 -100,00 0
2026-04-14 13F Patriot Investment Management Inc. 11.522 -3,56 1.745 3,44
2026-04-06 13F Washington Trust Advisors, Inc. 795 120
2026-05-01 13F Fifth Third Bancorp 645.684 178,58 97.763 198,86
2026-05-11 13F Sargent Investment Group, LLC 1.340 203
2026-05-05 13F Harel Insurance Investments & Financial Services Ltd. 1.168 34,56 0
2026-05-12 13F Kovack Advisors, Inc. 1.801 0,06 272 7,09
2026-05-11 13F Fiduciary Group LLC 4.199 -1,52 636 5,66
2026-04-16 13F Evolve Private Wealth, Llc 3.044 -1,62 461 5,50
2026-04-29 13F CVA Family Office, LLC 7.740 0,14 1.172 7,43
2026-05-08 13F Resources Investment Advisors, LLC. 13.458 16,88 2.038 25,35
2026-05-12 13F Strategic Wealth Partners, Ltd. 3.426 -4,14 519 2,78
2026-04-28 13F Stratos Wealth Partners, LTD. 14.245 -1,08 2.157 6,10
2026-05-14 13F Synergy Investment Management, LLC 410 62
2026-04-09 13F TrueWealth Advisors, LLC 3.000 0,00 454 7,33
2026-04-08 13F Graves-Light Private Wealth Management, Inc. 27.883 0,00 4.222 7,27
2026-04-24 13F American Institute for Advanced Investment Management, LLP 1.906 -12,61 289 -6,19
2026-05-13 13F Caitlin John, LLC 0 -100,00 0
2026-05-15 13F Aqr Capital Management Llc 32.734 8,75 4.956 16,67
2026-01-07 13F KFA Private Wealth Group, LLC 0 -100,00 0
2026-04-20 13F Fairvoy Private Wealth, LLC 2.734 0,00 414 7,27
2025-12-16 13F Garde Capital, Inc. 0 -100,00 0
2026-05-04 13F Cornerstone Advisory, LLC 2.197 -5,30 333 1,53
2026-05-14 13F Providence Capital Advisors, LLC 1.793 -45,07 271 -41,09
2026-05-15 13F Fiduciary Trust Co 11.846 -0,01 1.794 7,24
2026-01-13 13F Scratch Capital Llc 0 -100,00 0
2026-04-03 13F Global Wealth Strategies & Associates 20 5,26 3 0,00
2026-04-14 13F FC Advisory LLC 2.936 0,48 445 7,77
2026-05-12 13F TD Waterhouse Canada Inc. 14.754 21,30 2.224 29,60
2026-04-20 13F Ritholtz Wealth Management 3.007 5,55 455 13,18
2026-04-16 13F Phillips Financial Management, Llc 952 -38,74 144 -34,25
2026-04-20 13F City State Bank 490 -7,55 74 0,00
2026-05-04 13F Calamos Advisors LLC 2.533 384
2026-04-16 13F Smith Thornton Advisors LLC 3.275 0,00 496 7,14
2026-04-20 13F YANKCOM Partnership 2.550 0,00 386 7,52
2026-05-14 13F Trustmark National Bank Trust Department 124.552 3,10 18.858 10,60
2026-05-15 13F AlphaCore Capital LLC 29.303 -2,07 4.437 5,04
2026-05-12 13F Laurel Wealth Advisors LLC 14.288 -0,01 2.176 7,89
2026-05-04 13F IFC Advisors LLC 17.673 0,00 2.676 7,26
2026-05-13 13F Signature Equity Partners, LLC 505 0,00 76 7,04
2026-05-14 13F Aft, Forsyth & Company, Inc. 1.452 0,28 220 7,35
2026-05-01 13F Monetary Solutions, Ltd 495 0,00 75 7,25
2026-04-21 13F First United Bank Trust/ 75.016 15,27 11.358 23,66
2026-04-07 13F Park Avenue Securities Llc 13.916 -11,55 2 0,00
2026-05-13 13F Headlands Technologies LLC 2.318 351
2026-03-31 13F Sankala Group LLC 30.640 0,57 4.617 -3,05
2026-04-21 13F Pinnacle Associates Ltd 34.831 8,11 5.274 15,97
2026-04-23 13F Global Trust Asset Management, LLC 6.304 -1,97 954 5,18
2026-04-10 13F Harpswell Capital Advisors, LLC 6.000 50,00 908 60,99
2026-04-27 13F Meramec Financial Planners, LLC 354 0,85 54 0,00
2026-01-13 13F FSA Investment Group, LLC 0 -100,00 0
2026-04-13 13F Highland Capital Management, Llc 41.385 -11,29 6.266 -4,83
2026-05-05 13F West Paces Advisors Inc. 3.714 0,00 562 7,25
2026-02-06 13F New Millennium Group LLC 14 -12,50 2 -50,00
2026-05-13 13F AE Wealth Management LLC 98.714 937,35 14.946 1.012,88
2026-02-06 13F Redmont Wealth Advisors Llc 14.111 0,00 1.992 -0,70
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 142.798 -1,17 21.616 5,99
2026-04-16 13F Capital Advisors, Ltd. LLC 8.759 -3,15 1 0,00
2026-04-22 13F Traphagen Investment Advisors Llc 2.068 -8,29 313 -1,57
2026-02-17 13F Prelude Capital Management, Llc 0 -100,00 0
2026-04-30 13F Mascoma Wealth Management LLC 4.528 0,13 686 7,37
2026-05-14 13F Legacy Bridge, LLC 350 0,00 53 6,12
2026-05-06 13F Deutsche Bank Ag\ 26.350 127,53 3.990 144,12
2026-05-14 13F Financial Network Wealth Advisors LLC 611 0,00 93 6,98
2026-04-22 13F Coston, McIsaac & Partners 549 0,00 0
2026-04-15 13F Cypress Wealth Services, LLC 18.724 -1,96 2.835 5,16
2026-05-08 13F Stelac Advisory Services LLC 53.051 16,33 8.032 24,80
2026-05-14 13F Empower Advisory Group, LLC 0 -100,00 0
2026-05-01 13F AF Advisors, Inc. 2.808 -0,53 425 6,78
2026-05-07 13F Basepoint Wealth LLC 61 1,67 9 12,50
2026-05-14 13F Lgl Partners, Llc 31.077 0,67 4.705 7,99
2026-05-11 13F Pinnacle Wealth Planning Services, Inc. 814 0,00 123 7,89
2026-04-29 13F W Advisors, Llc 6.207 0,00 940 7,19
2026-01-26 13F Thomasville National Bank 6.543 0,00 923 -0,65
2026-05-05 13F Fisher Asset Management, LLC 3.607 546
2026-05-07 13F Francis Financial, Inc. 1.675 0,00 254 7,20
2026-04-24 13F Petros Family Wealth, LLC 1.500 0,00 227 7,58
2026-05-14 13F Vermillion & White Wealth Management Group, LLC 3.450 463
2026-04-16 13F Rockland Trust Co 2.881 0,00 436 7,39
2026-05-04 13F 1st Source Bank 1.798 272
2026-05-13 13F Lido Advisors, LLC 101.349 -10,47 15.345 -4,40
2026-04-15 13F Exchange Traded Concepts, Llc 38.370 -17,66 5.810 -11,68
2026-02-12 13F Foster Dykema Cabot & Partners, Llc 0 -100,00 0
2026-04-21 13F Northeast Investment Management 2.341 0,00 354 7,27
2026-05-13 13F Garden State Investment Advisory Services LLC 1.939 15,62 294 24,58
2026-05-05 13F Howard Capital Management Inc. 1.011.427 0,00 153.140 7,28
2026-04-08 13F JGP Wealth Management, LLC 92.380 9,48 13.987 17,45
2026-04-08 13F Miracle Mile Advisors, LLC 28.729 -2,64 4.350 4,44
2026-04-23 13F OakTrust Wealth Advisors, LLC 2.047 -0,05 310 7,27
2026-05-15 13F Empowered Funds, LLC 1.578 239
2026-04-14 13F SNS Financial Group, LLC 2.061 0,34 312 7,96
2026-05-07 13F Cornerstone Advisors Asset Management, Inc 43.077 0,12 6.522 7,41
2026-05-11 13F Garton & Associates Financial Advisors LLC 0 -100,00 0
2026-04-17 13F Provident Wealth Management, LLC 551 -21,29 83 -15,31
2026-05-14 13F Pinnacle Financial Partners, Inc. 300.002 -0,09 45.427 7,18
2026-05-12 13F Guidance Point Advisors, LLC 24.199 0,98 3.669 8,33
2026-05-11 13F Eldridge Investment Advisors, Inc. 14.972 0,46 2.267 7,75
2026-05-16 13F Sunbelt Securities, Inc. 7.325 0,07 1.109 7,36
2026-04-29 13F Burney Co/ 0 -100,00 0
2026-05-08 13F Align Financial, LLC 1.990 -99,29 301 7,50
2026-04-21 13F GHP Investment Advisors, Inc. 453 0,89 69 7,94
2026-04-27 13F Nvwm, Llc 3.836 -3,38 581 3,57
2026-05-01 13F Wealthspire Advisors, LLC 20.136 2,18 3.049 9,60
2026-05-15 13F Vestmark Advisory Solutions, Inc. 2.703 28,53 409 38,18
2026-04-17 13F Elk River Wealth Management, LLC 2.471 0,00 374 7,47
2026-05-01 13F Vantage Investment Partners, LLC 2.806 0,00 425 7,07
2026-05-13 13F 1620 Investment Advisors, Inc. 274 -3,52 42 2,50
2026-05-13 13F SRS Capital Advisors, Inc. 30.741 4,36 4.655 11,96
2026-05-06 13F Annis Gardner Whiting Capital Advisors, LLC 1.881 -79,61 285 -78,19
2026-05-06 13F Bartlett & Co. Wealth Management Llc 4.630 0,00 711 8,88
2026-04-27 13F Latitude Advisors, LLC 2.501 0,04 379 7,39
2026-05-11 13F Ashton Thomas Private Wealth, LLC 22.205 -16,93 3.362 -10,87
2026-05-07 13F Sentinel Trust Co Lba 2.755 0,00 0
2026-05-11 13F Adapt Wealth Advisors, Llc 1.680 0,06 254 7,63
2026-04-10 13F Melfa Wealth Management, Llc 1.975 0,00 299 7,55
2026-04-30 13F Sonata Capital Group Inc 23.409 -0,70 3.544 6,52
2026-05-12 13F Tower Bridge Advisors 1.750 265
2026-05-06 13F Anb Bank 3.300 -5,42 500 1,42
2026-05-12 13F Bbr Partners, Llc 3.689 -6,04 559 0,72
2026-04-17 13F CENTRAL TRUST Co 7.336 0,00 1.111 7,25
2026-05-07 13F Cassaday & Co Wealth Management LLC 5.448 0,00 825 7,29
2026-04-22 13F Hoese & Co LLP 3.695 0,00 559 7,29
2026-05-14 13F PlanVest Financial, Inc 129 20
2026-05-14 13F Regal Investment Advisors LLC 10.232 -8,06 1.549 -1,34
2026-03-12 13F Nalls Sherbakoff Group, Llc 631 17,50 89 43,55
2026-05-14 13F Gladstone Institutional Advisory LLC 11.095 -3,31 1.680 3,71
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