Statistiche di base
| Proprietari istituzionali | 448 total, 448 long only, 0 short only, 0 long/short - change of 8,11% MRQ |
| Allocazione media del portafoglio | 0.3078 % - change of -1,91% MRQ |
| Azioni istituzionali (Long) | 97.051.975 (ex 13D/G) - change of 0,69MM shares 5,84% MRQ |
| Valore istituzionale (Long) | $ 2.315.602 USD ($1000) |
Proprietà istituzionale e azionisti
iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF (MX:IBDR) ha 448 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 97,051,975 azioni. I maggiori azionisti includono Bank Of America Corp /de/, Mercer Global Advisors Inc /adv, Hm Payson & Co, LPL Financial LLC, Morgan Stanley, Raymond James Financial Inc, Sound View Wealth Advisors Group, LLC, Captrust Financial Advisors, Gratus Wealth Advisors, LLC, and Royal Bank Of Canada .
(iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF (BMV:IBDR) la struttura proprietaria istituzionale mostra le attuali posizioni nella società da parte di istituzioni e fondi, nonché le ultime variazioni nella dimensione della posizione. I principali azionisti possono essere singoli investitori, fondi comuni, hedge fund o istituzioni. L'allegato 13D indica che l'investitore detiene (o ha detenuto) più del 5% della società e intende (o intendeva) perseguire attivamente un cambiamento nella strategia aziendale. L'allegato 13G indica un investimento passivo superiore al 5%.
Indice del sentiment dei fondi
L'indice del sentiment dei fondi (anche noto come "indice di accumulo di proprietà") individua i titoli più acquistati dai fondi. È il risultato di un sofisticato modello quantitativo multi-fattore che identifica le società con i più alti livelli di accumulo istituzionale. Il modello utilizza una combinazione dell'aumento totale dei proprietari dichiarati, delle variazioni nelle allocazioni di portafoglio di tali proprietari e di altre metriche. Il punteggio varia da 0 a 100: i numeri più alti indicano un livello di accumulo superiore ad altre società, mentre 50 rappresenta la media.
Frequenza di aggiornamento: giornaliera
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Depositi 13F e NPORT
Le informazioni relative ai depositi 13F sono gratuite. Per accedere alle informazioni relative ai depositi NP è necessario un'abbonamento premium. Le righe verdi indicano le nuove posizioni. Le righe rosse indicano le posizioni chiuse. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-29 | 13F | Comerica Bank | 40.719 | -21,91 | 987 | -22,18 | ||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 32.796 | -9,67 | 795 | -9,67 | ||||
| 2026-04-22 | 13F | Atwater Malick LLC | 35.040 | 4,05 | 849 | 4,17 | ||||
| 2026-05-06 | 13F | Pacitti Group Inc. | 32.887 | 6,53 | 797 | 6,69 | ||||
| 2026-05-11 | 13F | Arrow Financial Corp | 425.552 | -26,37 | 10.315 | -26,34 | ||||
| 2026-05-12 | 13F | Cannon Financial Strategists, Inc. | 40.536 | 0,61 | 983 | 0,61 | ||||
| 2026-05-14 | 13F | Tableaux Llc | 30.184 | 40,93 | 732 | 40,85 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 96.114 | 1,62 | 2.330 | 1,66 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 204.516 | -67,12 | 4.943 | -67,20 | ||||
| 2026-05-04 | 13F | Summit Wealth Group, LLC | 28.806 | 0,00 | 698 | 0,14 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 354.257 | 12,32 | 8.587 | 12,38 | ||||
| 2026-05-08 | 13F | Evergreen Wealth Partners LLC | 13.007 | -0,38 | 315 | -0,32 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 275 | 0,00 | 7 | 0,00 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 10.160 | 246 | ||||||
| 2026-04-15 | 13F | Trust Point Inc. | 9.532 | 231 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 3.707 | 90 | ||||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 33.598 | 40,61 | 814 | 40,83 | ||||
| 2026-05-11 | 13F | Fortis Capital Management LLC | 81.562 | -0,43 | 1.977 | -0,35 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 92.004 | -5,56 | 2.230 | -5,51 | ||||
| 2026-04-23 | 13F | Granite Harbor Advisors, Inc. | 41.092 | 76,64 | 996 | 76,91 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 37.608 | 912 | ||||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 64.597 | 0,17 | 1.566 | 0,19 | ||||
| 2026-04-03 | 13F | Coastline Trust Co | 6.371 | -13,57 | 154 | -13,48 | ||||
| 2026-05-04 | 13F | Element Wealth, LLC | 52.794 | 3,10 | 1.280 | 3,15 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 12.113 | 0,03 | 294 | 0,00 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1.456.647 | -1,97 | 35.309 | -1,93 | ||||
| 2026-05-13 | 13F | Black Cypress Capital Management, LLC | 3.500 | 0,00 | 85 | 0,00 | ||||
| 2026-04-21 | 13F | ADG Wealth Management Group, LLC | 39.742 | 19,25 | 963 | 19,33 | ||||
| 2026-05-12 | 13F | Covington Investment Advisors Inc. | 103.348 | 2,05 | 3 | 0,00 | ||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 168.578 | 4,14 | 4.086 | 4,18 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 98.441 | 9,19 | 2.386 | 9,25 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 154.692 | 47,98 | 3.748 | 48,03 | ||||
| 2026-04-17 | 13F | Kennebec Savings Bank | 665 | 0,00 | 16 | 0,00 | ||||
| 2026-05-07 | 13F | Lyell Wealth Management, Lp | 466.279 | -6,42 | 11.303 | -6,38 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 385.152 | 170,13 | 9.336 | 170,30 | ||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 228.110 | 7,01 | 5.529 | 7,05 | ||||
| 2026-05-05 | 13F | Dudley Capital Management, Llc | 53.999 | 14,18 | 1.309 | 14,24 | ||||
| 2026-05-08 | 13F | Bokf, Na | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 511 | -57,80 | 12 | -58,62 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 2.815 | 68 | ||||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 117.711 | -9,64 | 2.853 | -9,60 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 11.283 | -27,09 | 273 | -27,01 | ||||
| 2026-04-13 | 13F | Cypress Point Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Foster Dykema Cabot & Partners, Llc | 12.500 | 0,00 | 303 | 0,33 | ||||
| 2026-04-27 | 13F | Certior Financial Group, Llc | 9.310 | 0,00 | 226 | 0,00 | ||||
| 2026-04-28 | 13F | Probity Advisors, Inc. | 125.581 | -39,40 | 3.044 | -39,37 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 19.977 | 484 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 297.340 | 7.208 | ||||||
| 2026-05-12 | 13F | Integras Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Crews Bank & Trust | 225.705 | -0,84 | 5.471 | -0,80 | ||||
| 2026-04-20 | 13F | First PREMIER Bank | 315 | 0,00 | 0 | |||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Fmr Llc | 6.891 | -5,51 | 167 | -5,11 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 4.044.967 | -0,06 | 98.050 | -0,02 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 26.843 | -34,28 | 651 | -34,28 | ||||
| 2026-04-28 | 13F | Walser Wealth Management Company, A Ltd Liability Co | 23.994 | 582 | ||||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 18.000 | -18,18 | 436 | -18,20 | ||||
| 2026-05-13 | 13F | Cove Private Wealth, LLC | 55.807 | 66,39 | 1.353 | 66,50 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 31.769 | 11,42 | 770 | 11,59 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Blue Barn Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 557.348 | 7,86 | 13.505 | 7,55 | ||||
| 2026-04-20 | 13F | Gilbert Capital Group, Inc. | 27.426 | -27,16 | 665 | -27,19 | ||||
| 2026-04-07 | 13F | Eastern Bank | 1.440 | 0,00 | 35 | 0,00 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 372.480 | 22,95 | 9.028 | 23,00 | ||||
| 2026-04-23 | 13F | Spinnaker Trust | 574.526 | 6,41 | 13.927 | 6,45 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 101.802 | 3,63 | 2.468 | 3,66 | ||||
| 2026-04-16 | 13F | Pine Haven Investment Counsel, Inc | 15.200 | 3,40 | 368 | 3,37 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 82.260 | -3,58 | 1.994 | -3,58 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 63 | 1,61 | ||||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Mlp3, Llc | 240 | |||||||
| 2026-04-23 | 13F | Foundry Financial Group, Inc. | 70.914 | -12,62 | 1.719 | -12,61 | ||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 56.640 | 0,14 | 1.373 | 0,15 | ||||
| 2026-05-14 | 13F | Migdal Insurance & Financial Holdings Ltd. | 16.220 | 0,00 | 393 | |||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 51.246 | -2,18 | 1.242 | -2,13 | ||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 3.515 | 0,00 | 85 | 0,00 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 47.823 | -42,34 | 1.159 | -42,31 | ||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 1.157.018 | -3,98 | 28.046 | -3,94 | ||||
| 2026-05-12 | 13F | Northwest Bancshares, Inc. | 59.223 | -2,86 | 1.436 | -2,84 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 1.012.174 | 2,98 | 24.535 | 3,03 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 26.004 | -3,81 | 630 | -3,82 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 361.295 | 0,00 | 8.754 | 0,00 | ||||
| 2026-01-27 | 13F | Smith, Salley & Associates | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 81.453 | -14,58 | 1.974 | -14,55 | ||||
| 2026-04-15 | 13F | Blue Square Asset Management, Llc | 48.420 | -1,89 | 1.174 | -1,84 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 10.003 | 242 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 6.019 | 0,45 | 146 | 0,00 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 29.874 | 37,68 | 724 | 37,90 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 88.213 | 10,31 | 2.138 | 10,38 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 587.263 | 7,99 | 14.235 | 8,03 | ||||
| 2026-05-08 | 13F | Crestmont Private Wealth LLC | 88.707 | 2.150 | ||||||
| 2026-05-08 | 13F | Glenview Trust Co | 710.955 | 7,66 | 17.234 | 7,71 | ||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 142.738 | 3,00 | 3.460 | 3,04 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 71.150 | 0,88 | 1.725 | 0,94 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 249.666 | 2,81 | 6.098 | 3,34 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 85 | 183,33 | 2 | |||||
| 2026-04-20 | 13F | Riverchase Wealth Management, Llc | 105.124 | -0,15 | 2.548 | -0,08 | ||||
| 2026-05-07 | 13F | Hamel Associates, Inc. | 242.963 | 1,68 | 5.889 | 1,73 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 76.792 | 1,02 | 1.861 | 1,09 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 446 | -97,42 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 2.666.707 | -17,70 | 64.641 | -17,67 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 196.608 | -9,43 | 4.764 | -9,43 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 163.011 | 9,57 | 3.951 | 9,63 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 16.701 | -17,79 | 405 | -17,89 | ||||
| 2026-04-23 | 13F | Scissortail Wealth Management, LLC | 135.966 | 18,04 | 3.296 | 18,06 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 74.740 | -3,32 | 1.812 | -3,31 | ||||
| 2026-02-11 | 13F | Montis Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 113.296 | 30,29 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 74.033 | 1.795 | ||||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 57.280 | -1,90 | 1.388 | -1,84 | ||||
| 2026-05-14 | 13F | Legacy Bridge, LLC | 1.392 | 0,00 | 34 | 0,00 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 74.440 | 0,42 | 1.804 | 0,11 | ||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 1.140.545 | -13,49 | 27.647 | -13,45 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 11.910 | 3,96 | 289 | 3,97 | ||||
| 2026-01-08 | 13F | MKT Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 220.573 | -0,22 | 5.338 | -0,52 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 77.976 | 7,94 | 1.890 | 8,00 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 383.721 | 3,91 | 9.301 | 3,96 | ||||
| 2026-05-06 | 13F | Cornerstone Financial Group, LLC /NE/ | 10.332 | 1,02 | 250 | 0,81 | ||||
| 2026-05-05 | 13F | Ferguson Johnson Wealth Management Inc | 12.593 | 0,00 | 0 | |||||
| 2026-04-14 | 13F | Drive Wealth Management, Llc | 126.419 | -14,54 | 3.064 | -14,51 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 23.808 | 0,00 | 1 | |||||
| 2026-05-06 | 13F | NovaPoint Capital, LLC | 634.876 | -2,57 | 15.389 | -2,53 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 52.392 | 39,34 | 1.270 | 39,30 | ||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 13.672 | 0,00 | 331 | 0,00 | ||||
| 2026-05-07 | 13F | Paradigm, Strategies in Wealth Management, LLC | 18.449 | -63,11 | 447 | -63,09 | ||||
| 2026-05-15 | 13F | Round Rock Advisors, LLC | 109.995 | 0,08 | 2.666 | 0,11 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 257.107 | -0,42 | 6.232 | -0,37 | ||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 106.627 | -2,39 | 2.585 | -2,34 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 18.154 | -2,68 | 440 | -2,44 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 338.284 | 3,59 | 8.200 | 3,63 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 882.856 | 98,13 | 21.400 | 98,22 | ||||
| 2026-04-21 | 13F | Buttonwood Financial Advisors Inc. | 11.658 | 0,00 | 283 | 0,00 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 74.788 | 1.813 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 7.800 | 189 | ||||||
| 2026-04-24 | 13F | Balentine LLC | 413.945 | 49,54 | 10.034 | 49,60 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 5.999 | -4,43 | ||||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 15.543 | 10,57 | 377 | 10,59 | ||||
| 2026-05-06 | 13F | Heartland Bank & Trust Co | 200.103 | 14,06 | 4.850 | 14,12 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 9.210 | -2,41 | 223 | -2,19 | ||||
| 2026-05-01 | 13F | First Fiduciary Investment Counsel, Inc. | 77.676 | -0,98 | 2 | 0,00 | ||||
| 2026-05-12 | 13F | Cooper/haims Advisors, Llc | 12.706 | 0,00 | 308 | 0,00 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 27.599 | 0,00 | 669 | 0,15 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 28.443 | 354,29 | 689 | 356,29 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 61.495 | 223,49 | 1.491 | 223,91 | ||||
| 2026-04-29 | 13F | Virginia Wealth Management Group, Inc. | 199.615 | -0,48 | 4.839 | -0,45 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 24.864 | 0,00 | 602 | -0,33 | ||||
| 2026-05-15 | 13F | PSI Advisors, LLC | 46.601 | 3,04 | 1.130 | 3,11 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 3.173 | 0,70 | 77 | 0,00 | ||||
| 2026-04-24 | 13F | James Investment Research Inc | 70.028 | -4,84 | 1.697 | -4,82 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 5.997 | -89,25 | 145 | -89,33 | ||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 427.717 | 4,03 | 10.368 | 4,08 | ||||
| 2026-04-17 | 13F | Robbins Farley Llc | 1.580 | 0,00 | 38 | 0,00 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Brighton Securities Corp. | 104.314 | -4,76 | 2.529 | -4,71 | ||||
| 2026-04-21 | 13F | J.E. Simmons & Co., P.C. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 11.704 | -1,39 | ||||||
| 2026-05-15 | 13F | Shufro Rose & Co Llc | 1.243.779 | 4,43 | 30.149 | 4,47 | ||||
| 2026-04-27 | 13F | Actinver Wealth Management, Inc. | 18.714 | -18,64 | 454 | -18,67 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 9.031 | 0,68 | 219 | 0,46 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 713 | 17 | ||||||
| 2026-05-04 | 13F | Savant Capital, LLC | 10.239 | -15,44 | 248 | -15,36 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 31.869 | -5,83 | ||||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 12.263 | 297 | ||||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 8.448 | 0,14 | 205 | 0,00 | ||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 76.957 | 23,75 | 1.865 | 23,84 | ||||
| 2026-04-22 | 13F | Arcataur Capital Management LLC | 66.548 | 0,00 | 1.613 | 0,06 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 14.429 | -2,00 | 350 | -1,97 | ||||
| 2026-04-21 | 13F | Beaumont Asset Management, L.L.C. | 476.015 | 79,95 | 11.539 | 80,03 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 4.150 | 0,24 | 101 | 0,00 | ||||
| 2026-04-22 | 13F | J. L. Bainbridge & Co., Inc. | 9.148 | 0,00 | 222 | 0,00 | ||||
| 2026-01-16 | 13F | Oldfather Financial Services, LLC | 31.107 | 0,00 | 754 | -0,26 | ||||
| 2026-05-06 | 13F | Kesler, Norman & Wride, LLC | 338.601 | 0,41 | 8.208 | 0,44 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 10.033 | 3,48 | 243 | 3,40 | ||||
| 2026-05-11 | 13F | Stonebrook Private Inc. | 135.960 | 4,24 | 3.296 | 4,27 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 753 | 0,13 | ||||||
| 2026-05-01 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 1.670 | 0,00 | 40 | 0,00 | ||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 325.923 | -3,13 | 7.900 | -3,13 | ||||
| 2026-04-07 | 13F | SMI Advisory Services, LLC | 32.858 | 4,55 | 794 | 4,34 | ||||
| 2026-04-03 | 13F | Adirondack Trust Co | 32.799 | -1,04 | 795 | -1,00 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 49.682 | 1.204 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 166.266 | 4,56 | 4.030 | 4,59 | ||||
| 2026-04-21 | 13F | Highland Financial Advisors, LLC | 10.575 | 0,00 | 256 | 0,00 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 10.510 | 0,00 | 255 | 0,00 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 864.007 | 4,15 | 20.944 | 3,45 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 84.593 | 2,66 | 2.051 | 2,71 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 18.156 | 1,87 | 440 | 2,09 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 11.613 | 81,34 | 282 | 81,29 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 53.162 | 0,11 | 1.289 | 0,16 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 2.500 | 0,00 | 61 | 0,00 | ||||
| 2026-05-07 | 13F | FourThought Financial Partners, LLC | 41.282 | -3,76 | 1.001 | -3,75 | ||||
| 2026-04-27 | 13F | River's Edge Wealth Management, Llc | 32.294 | 0,29 | 783 | 0,38 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 4.273.058 | 3,30 | 103.579 | 3,31 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 16.154 | 10,36 | 392 | 10,45 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 10.036 | 3,51 | 243 | 3,40 | ||||
| 2026-01-23 | 13F | Nbt Bank N A /ny | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 13.306 | -2,11 | 323 | -2,13 | ||||
| 2026-05-04 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 15.483 | -44,45 | 375 | -44,44 | ||||
| 2026-05-11 | 13F | American Money Management, LLC | 14.325 | 0,00 | 347 | 0,00 | ||||
| 2026-05-04 | 13F | Foundation Wealth Management, LLC | 152.729 | 3.702 | -0,86 | |||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 22.205 | 0,00 | 538 | 0,00 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 48.950 | -10,92 | 1.187 | -10,89 | ||||
| 2026-05-01 | 13F | Stony Point Wealth Management Inc. | 34.189 | 133,93 | 829 | 133,90 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 1.544.174 | -47,07 | 37.431 | -47,05 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 166 | 0,61 | 0 | |||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 3.000 | 0,00 | 73 | 0,00 | ||||
| 2026-05-06 | 13F | Trust Co of Kansas | 13.576 | -2,84 | 0 | |||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 16.902 | -1,28 | 410 | -1,21 | ||||
| 2026-05-01 | 13F | Associated Banc-corp | 112.394 | 1,26 | 2.724 | 1,30 | ||||
| 2026-04-10 | 13F | Novem Group | 9.475 | 230 | ||||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 161.896 | -0,71 | 3.924 | -0,66 | ||||
| 2026-04-21 | 13F | Delta Wealth Advisors LLC | 219.375 | 31,14 | 5.318 | 31,19 | ||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 34.108 | 0,00 | 826 | 0,00 | ||||
| 2026-05-13 | 13F | Peck Wealth Management, LLC | 2.000 | 0,00 | 48 | 0,00 | ||||
| 2026-04-23 | 13F | Fortune Financial Group, Inc. | 12.509 | 46,53 | 303 | |||||
| 2026-04-30 | 13F | Private Trust Co Na | 5.075 | 0,00 | 123 | 0,82 | ||||
| 2026-04-07 | 13F | InvesTrust | 324.114 | -2,85 | 7.857 | -2,81 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 550 | |||||||
| 2026-05-08 | 13F | Tfo-tdc, Llc | 99.607 | 0,68 | 2.414 | 0,71 | ||||
| 2026-05-12 | 13F | Prosperity Bancshares Inc | 2.000 | 0,00 | 48 | 0,00 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 4.190.511 | -2,16 | 101.578 | -2,12 | ||||
| 2026-04-29 | 13F | Houlihan Financial Resource Group, Ltd. | 224.656 | -11,16 | 5.446 | -2,33 | ||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 453 | 0,67 | 0 | |||||
| 2026-04-27 | 13F | Iron Financial, LLC | 153.813 | -0,96 | 3.728 | -0,93 | ||||
| 2026-04-14 | 13F | Howland Capital Management Llc | 1.328.040 | -0,91 | 32.192 | -0,87 | ||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 8.664 | -98,88 | 210 | -98,88 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 301.268 | -8,72 | 7.303 | -8,69 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 31.030 | -1,27 | 752 | -1,18 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 8.277 | 0,00 | 201 | 0,00 | ||||
| 2026-04-23 | 13F | Walleye Partners, LLC | 14.921 | 0,67 | 362 | 0,56 | ||||
| 2026-04-30 | 13F | Hyposwiss Advisors SA | 1.035 | 0,00 | 25 | 0,00 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 121.406 | 13,58 | 2.943 | 13,63 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 34.000 | -0,67 | 824 | -0,60 | ||||
| 2026-05-12 | 13F | Cloud Capital Management, LLC | 18.477 | 45,95 | 0 | |||||
| 2026-04-07 | 13F | Signaturefd, Llc | 25.951 | 168,53 | 629 | 168,80 | ||||
| 2026-05-15 | 13F | 10Elms LLP | 107.002 | 131,11 | 2.594 | 131,31 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 85.071 | -0,19 | 2.062 | -0,15 | ||||
| 2026-05-04 | 13F | Cfo Capital Management Llc | 11.735 | 26,11 | 284 | 26,22 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 9.925 | 0,00 | 241 | 0,00 | ||||
| 2026-05-13 | 13F | Wiregrass Investment Management Llc | 15.700 | 0,00 | 381 | 0,00 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 393 | 10 | ||||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 211.829 | 3,24 | 5.135 | 3,28 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 4.527 | 6,27 | ||||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 384.335 | 3,30 | 9.316 | 3,34 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 227.291 | -0,45 | 6 | 0,00 | ||||
| 2026-05-07 | 13F | Winthrop Partners - Wny, Llc | 219.403 | -1,84 | 5.318 | -1,79 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 252 | 0,00 | ||||||
| 2026-05-08 | 13F | Align Financial, LLC | 3.646 | -95,87 | 88 | 0,00 | ||||
| 2026-01-16 | 13F | Cyr Financial Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Gilbert & Cook, Inc. | 24.313 | -11,29 | 589 | -11,30 | ||||
| 2026-05-14 | 13F | Betterment LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Sachetta, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Godshalk Welsh Capital Management, Inc. | 90.025 | 6,70 | 2.182 | 6,75 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 8.557 | 2,63 | 207 | 2,48 | ||||
| 2026-05-05 | 13F | 4J Wealth Management LLC | 83.930 | -2,17 | 2.034 | -2,12 | ||||
| 2026-05-15 | 13F | PFG Private Wealth Management, LLC | 11.584 | -45,63 | 281 | -45,74 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 7.535 | 0,00 | 183 | 0,00 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 24.947 | 605 | ||||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 10.758 | 0,00 | 261 | 0,00 | ||||
| 2026-05-12 | 13F | Creative Planning | 209.513 | 2,02 | 5.079 | 2,07 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 166.583 | -3,74 | 4.038 | -3,72 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 19.023 | 461 | 0,00 | |||||
| 2026-05-11 | 13F | Cornerstone Planning, LLC | 287.167 | -51,76 | 6.973 | -51,70 | ||||
| 2026-02-04 | 13F | Centric Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Dearborn Partners Llc | 28.118 | 11,16 | 682 | 11,27 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 42.221 | -26,17 | 1.023 | -26,14 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 823 | 0,00 | 20 | 0,00 | ||||
| 2026-04-24 | 13F | Black Swift Group, LLC | 62.200 | -6,70 | 1.508 | -6,69 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 171.198 | 4.150 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 296.826 | 25,41 | 7.195 | 25,48 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 1 | -98,53 | 0 | -100,00 | ||||
| 2026-04-24 | 13F | 4Thought Financial Group Inc. | 184.581 | -0,82 | 4.474 | -0,78 | ||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 12.769 | -1,68 | 310 | -1,59 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 29.538 | 716 | ||||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 28.271 | 1 | ||||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 3.775 | 0,00 | 92 | 0,00 | ||||
| 2026-02-09 | 13F | Koesten, Hirschmann & Crabtree, INC. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Arcadia Investment Management Corp/mi | 1.500 | 0,00 | 36 | 0,00 | ||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 31.429 | 24,42 | 762 | 24,35 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 1.032.655 | 21,27 | 25.032 | 21,32 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 122.902 | -18,03 | 2.979 | -18,00 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | |||||||
| 2026-04-28 | 13F | Evergreen Private Wealth LLC | 148.662 | 1,48 | 3.604 | 1,52 | ||||
| 2026-05-04 | 13F | Mattern Capital Management, Llc | 10.495 | -54,11 | 254 | -54,15 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 31.575 | 4,79 | 765 | 4,79 | ||||
| 2026-04-23 | 13F | Kerntke Otto McGlone Wealth Management Group | 11.290 | -57,75 | 274 | -57,81 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 46.514 | 0,41 | 1.128 | 0,45 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 29.370 | -27,61 | 712 | -27,67 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 27.645 | -2,07 | 670 | -1,90 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 800 | 0,00 | 19 | 0,00 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 9.449 | 229 | ||||||
| 2026-04-10 | 13F | Financial Advisory Corp | 14.112 | -5,61 | 342 | -5,52 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 243.254 | 5.896 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 423.284 | 13,73 | 10 | 11,11 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 216.018 | -6,66 | 5.236 | -6,62 | ||||
| 2026-04-30 | 13F | Robinson Smith Wealth Advisors Llc | 22.802 | -19,29 | 553 | -19,30 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 63.400 | 0,00 | 1.537 | 0,00 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 940 | -29,11 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 676.932 | 15,43 | 16.409 | 117.100,00 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 12.800 | 310 | ||||||
| 2026-05-14 | 13F | Cowa, Llc | 24.606 | 28,20 | ||||||
| 2026-01-12 | 13F | Kozak & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Peloton Wealth Strategists | 299.140 | -0,89 | 7 | 0,00 | ||||
| 2026-05-01 | 13F | American Trust | 22.590 | 0,00 | 548 | 0,00 | ||||
| 2026-05-07 | 13F | Harbor Advisory Corp /ma/ | 67.891 | 0,00 | 1.646 | 0,06 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 48.257 | 1.166 | ||||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 55.728 | 15,31 | 1.351 | 15,38 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 15.130 | 0,00 | 367 | 0,00 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Littlejohn Financial Services, Inc. | 36.204 | 0,50 | 878 | 0,57 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 3.750.218 | -3,31 | 90.905 | -3,27 | ||||
| 2026-04-27 | 13F | Bulltick Wealth Management, LLC | 95.430 | -78,82 | 2.313 | -78,81 | ||||
| 2026-05-12 | 13F | Great Diamond Partners, LLC | 176.985 | 23,95 | 4.290 | 24,02 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 9.760 | 0,00 | 237 | 0,00 | ||||
| 2026-02-12 | 13F | Logan Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 14.661 | 0,01 | 355 | 0,00 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 29.569 | 0,00 | 717 | 0,00 | ||||
| 2026-04-22 | 13F | Yoder Wealth Management, Inc. | 12.950 | 0,00 | 314 | 0,00 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 2.520 | 0,00 | 61 | 0,00 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 309.783 | 17,46 | 7.509 | 17,51 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 137.313 | 17,05 | 3.328 | 17,10 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 8.022 | 50,08 | 194 | 50,39 | ||||
| 2026-04-13 | 13F | Stockman Wealth Management, Inc. | 17.071 | -6,04 | 414 | -6,14 | ||||
| 2026-05-11 | 13F | Madden Advisory Services, Inc. | 330.152 | 4,28 | 8.003 | 4,33 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 52.676 | -0,04 | 1.277 | 0,00 | ||||
| 2026-05-13 | 13F | Syon Capital Llc | 61.194 | 1.483 | ||||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 1.544 | 1,38 | 37 | 0,00 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 317.587 | -0,21 | 7.698 | -0,17 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 230.542 | 0,63 | 5.588 | 0,67 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 8.923 | 216 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 38.886 | -16,19 | 943 | -16,19 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 9.060 | 0,00 | 220 | 0,00 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 1.446.933 | -2,69 | 35.045 | -2,73 | ||||
| 2026-04-15 | 13F | Sightline Wealth Advisors, LLC | 103.227 | -36,68 | 2.502 | -36,66 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 41.429 | -4,57 | 1.004 | -4,47 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 422.914 | 2,38 | 10.251 | 2,43 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 9.060 | 220 | ||||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 174.842 | 1,92 | 4.238 | 1,97 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 23.606 | 20,03 | 572 | 20,17 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 186.627 | 0,59 | 4.524 | 0,62 | ||||
| 2026-04-10 | 13F | Windsor Capital Management, LLC | 9.606 | -4,97 | ||||||
| 2026-05-15 | 13F | Wick Capital Partners, LLC | 483.277 | 8,26 | 11.715 | 8,30 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 92.509 | 2.242 | ||||||
| 2026-04-14 | 13F | LifePlan Financial, LLC | 54.921 | -34,03 | 1.331 | -34,01 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 22.643 | 48,05 | 549 | 48,11 | ||||
| 2026-04-29 | 13F | First Interstate Bank | 30.949 | 0,49 | 750 | 0,54 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 26.985 | 7,14 | ||||||
| 2026-05-04 | 13F | Wellington Shields & Co., LLC | 14.420 | 0,00 | 350 | 0,00 | ||||
| 2026-04-23 | 13F | Members Wealth Llc | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Summit Asset Management, LLC | 20.621 | -0,01 | 500 | 0,00 | ||||
| 2026-05-22 | 13F/A | Summitry Llc | 14.968 | 29,39 | 363 | 29,29 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 4.842 | 0,00 | 117 | 0,00 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 240.600 | -4,71 | 5.823 | -4,84 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 306.232 | 5,96 | 7.423 | 6,01 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 481.235 | 21,35 | 11.665 | 21,41 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | OFS Enterprise LLC | 31.107 | 754 | ||||||
| 2026-04-20 | 13F | Kastel Capital Advisors, LLC | 22.464 | 0,00 | 544 | 0,00 | ||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 248.643 | -3,88 | 6.027 | -3,83 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 222.894 | -2,88 | 5 | 0,00 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 467.626 | -3,45 | 11.335 | -3,41 | ||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 20.018 | 0,68 | 485 | 0,83 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 38.880 | 942 | 0,86 | |||||
| 2026-04-28 | 13F | Northstar Group, Inc. | 13.001 | -1,04 | ||||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 40.704 | 0,16 | 1 | |||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 8.212 | 199 | -34,87 | |||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 12.312 | 0,00 | 298 | 0,00 | ||||
| 2026-04-08 | 13F | Tlwm | 35.730 | 0,00 | 866 | 0,12 | ||||
| 2026-04-17 | 13F | Trinity Wealth Management, LLC | 9.708 | 0,00 | 235 | 0,00 | ||||
| 2026-05-11 | 13F | Wrapmanager Inc | 80.826 | 2,52 | 1.959 | 2,57 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 7.829 | 245,35 | 190 | 250,00 | ||||
| 2026-05-04 | 13F | Autumn Glory Partners, LLC | 27.595 | 0,11 | 669 | 0,15 | ||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 220.392 | -11,53 | 5.331 | -11,68 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 1.256 | 31,93 | 30 | 30,43 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1.298.892 | 61,40 | 31.472 | 60,94 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 346.653 | 114,98 | 8.403 | 115,05 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 7.743 | -67,03 | 188 | -67,14 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 39.306 | -7,57 | 953 | -7,57 | ||||
| 2026-04-14 | 13F | Twin Cities Retirement Group LLC | 35.872 | 0,47 | 870 | 0,46 | ||||
| 2026-04-13 | 13F | Lee Financial Co | 19.330 | 469 | 0,00 | |||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 130.061 | -1,56 | 3.153 | -1,53 | ||||
| 2026-04-13 | 13F | Conrad Siegel Investment Advisors, Inc. | 70.095 | 42,32 | 1.699 | 42,41 | ||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 50.792 | 0,31 | 1.231 | 0,41 | ||||
| 2026-03-12 | 13F | Farmers National Bank | 57.183 | 6,46 | 1.386 | 6,13 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 4.614 | -10,10 | ||||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 10.568 | 1,01 | 256 | 1,19 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 753.280 | -2,69 | 18.260 | -2,65 | ||||
| 2026-04-20 | 13F | Minichmacgregor Wealth Management, Llc | 8.590 | 0,00 | 208 | 0,00 | ||||
| 2026-05-06 | 13F | Sound View Wealth Advisors Group, LLC | 1.981.257 | -1,59 | 48.026 | -1,55 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Monticello Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 785 | 0,64 | 19 | 5,56 | ||||
| 2026-04-29 | 13F | Penobscot Investment Management Company, Inc. | 107.622 | -4,35 | 2.609 | -4,33 | ||||
| 2026-05-13 | 13F | Baron Silver Stevens Financial Advisors, Llc | 66.433 | -2,70 | 1.610 | -2,66 | ||||
| 2026-01-14 | 13F | Matthew Goff Investment Advisor, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Redwood Financial Network Corp | 60.338 | 1,63 | 1.463 | 1,67 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 79.583 | 29,35 | 1.929 | 29,46 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 27.972 | 17,79 | 678 | 17,91 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1.018.078 | -5,49 | 24.678 | -5,46 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 101.769 | 125,11 | 2.467 | 125,21 | ||||
| 2026-05-07 | 13F | First National Trust Co | 421.948 | 10,04 | 10.228 | 10,10 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 591.702 | 59,53 | 14.343 | 59,59 | ||||
| 2026-04-13 | 13F | Trust Co | 12.153 | 0,33 | 295 | 0,34 | ||||
| 2026-04-28 | 13F | McGuire Investment Group, LLC | 361.392 | -2,21 | 8.760 | -2,17 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 9.785.471 | 0,19 | 237.200 | 0,23 | ||||
| 2026-04-13 | 13F | Breachway Investments LLC | 133.607 | 5,15 | 3.223 | 4,68 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 28.526 | -2,23 | 691 | -2,12 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 197.661 | 27,94 | 4.789 | 27,95 | ||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 34.386 | 200,95 | 834 | 201,81 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 2.924 | -0,78 | 71 | -1,41 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 9.399 | 0,00 | 228 | 0,00 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 13.642 | 0,00 | 331 | 0,00 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 14.305 | 0,00 | 347 | 0,00 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 2.583 | 0,00 | 0 | |||||
| 2026-05-08 | 13F | STAR Financial Bank | 11.934 | -63,26 | 289 | -63,28 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 9.891 | 240 | -4,02 | |||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 618.381 | 14,26 | 14.990 | 14,32 | ||||
| 2026-04-21 | 13F | Riverstone Advisors, LLC | 23.107 | 18,37 | 560 | 18,64 | ||||
| 2026-04-24 | 13F | United Community Bank | 3.652 | 89 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1.023.954 | -15,79 | 24.821 | -15,75 | ||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Reliant Wealth Planning | 54.694 | -3,08 | 1.326 | -3,07 | ||||
| 2026-04-22 | 13F | Straight Path Wealth Management | 34.423 | 1,35 | 834 | 1,46 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 656.994 | 2,67 | 15.926 | 2,72 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 146.863 | -1,43 | 3.560 | -1,41 | ||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 7.212 | 0 | ||||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Schmidt P J Investment Management Inc | 14.567 | 0,01 | 353 | 0,28 | ||||
| 2026-04-06 | 13F | IFS Advisors, LLC | 967.802 | 3,38 | 23.460 | 3,43 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 11.598 | 0,00 | 281 | 0,00 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-01 | 13F | Confluence Investment Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 953 | -9,25 | ||||||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 5.004 | -1,24 | ||||||
| 2026-01-27 | 13F | Steele Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Rubicon Advisors, GP | 3.011 | 26,78 | ||||||
| 2026-04-20 | 13F | One + One Wealth Management, Llc | 13.441 | -77,45 | 326 | -77,49 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 4.825 | 117 | ||||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 15.881 | 21,32 | 385 | 21,14 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 395.319 | 5,26 | 9.583 | 5,30 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 3.820 | -45,89 | 93 | -46,20 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 14.336 | -2,90 | 348 | -2,80 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 29.948 | -15,60 | 726 | -15,60 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 1.797 | 44 | ||||||
| 2026-04-13 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 2.000 | 0,00 | 48 | 0,00 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 2.000 | 48 | ||||||
| 2026-04-06 | 13F | Private Client Services, Llc | 62.234 | 1.509 | ||||||
| 2026-05-08 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 207 | 0,00 | ||||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 257.844 | 20,31 | 6.230 | 19,97 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 73.579 | 1,38 | 1.784 | 1,42 | ||||
| 2026-05-06 | 13F | CNB Bank | 3.700 | -0,96 | 90 | -1,11 | ||||
| 2026-04-08 | 13F | Nestegg Advisors, Inc. | 9.322 | -59,62 | 226 | -59,75 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 137.080 | 1,04 | 3.323 | 1,06 | ||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 3.300 | 80 | ||||||
| 2026-04-16 | 13F | Beese Fulmer Investment Management, Inc. | 147.979 | -2,69 | 3.587 | -2,63 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 10.516 | -32,96 | 255 | -33,16 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 22.722 | 4,38 | 551 | 4,36 | ||||
| 2026-04-30 | 13F | Sonata Capital Group Inc | 146.103 | -0,71 | 3.542 | -0,67 | ||||
| 2026-02-13 | 13F | Barclays Plc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Timber Creek Capital Management LLC | 39.866 | 0,54 | 966 | 0,63 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Truist Financial Corp | 866.738 | 4,31 | 21.010 | 4,35 | ||||
| 2026-02-04 | 13F | Summit Wealth Group Llc / Co | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 209.114 | 5,10 | 5.069 | 5,15 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 70.061 | 2,18 | 1.698 | 2,23 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 2.139 | 52 | ||||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 621 | 0,00 | 15 | 0,00 | ||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 8.325 | 0,00 | 202 | 0,00 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 23.637 | -25,71 | 571 | -25,84 | ||||
| 2026-05-04 | 13F | Gratus Wealth Advisors, LLC | 1.496.505 | 4,17 | 36.275 | 4,22 | ||||
| 2026-05-14 | 13F | Van Hulzen Asset Management, LLC | 15.873 | 69,44 | 385 | 69,91 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 485 | 0,00 | 0 | |||||
| 2026-04-15 | 13F | Sarver Vrooman Wealth Advisors | 3.038 | -99,83 | 74 | -99,83 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1.408.626 | 25,45 | 34.131 | 126.311,11 | ||||
| 2026-05-15 | 13F | Greenline Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 211.425 | 5.125 | -0,58 | |||||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 94.583 | -9,39 | 2.293 | -9,37 | ||||
| 2026-05-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 29.441 | 28,27 | 714 | 28,24 | ||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 2.359 | 0,64 | 57 | 1,79 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 249.174 | 13,39 | 6.040 | 13,43 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 16.352 | 0,00 | 396 | 0,00 | ||||
| 2026-04-29 | 13F | Strid Group, LLC | 605.901 | 2,78 | 14.687 | 2,82 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 9.110 | 221 | ||||||
| 2026-05-12 | 13F | Keeler THomas Management LLC | 111.058 | -70,39 | 2.692 | -70,38 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 22.172 | 21,47 | 537 | 21,49 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 1.392.870 | 8,96 | 33.763 | 9,00 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 5.311 | 129 | ||||||
| 2026-05-11 | 13F | Rebalance, Llc | 760.385 | -1,60 | 18.432 | -1,56 | ||||
| 2026-05-21 | 13F | JDM Financial Group LLC | 27.134 | -2,85 | 658 | -2,81 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 809.589 | 7,52 | 19.624 | 7,57 | ||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 2.000 | 0,00 | 48 | 0,00 | ||||
| 2026-04-01 | 13F | Signature Wealth Management Group | 232.146 | -1,11 | 5.627 | -1,07 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 21.812 | -20,06 | 527 | -20,42 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 9.594 | 0 | ||||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 1.066 | -0,65 | 26 | 0,00 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 544.053 | -14,54 | 13.188 | -14,51 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 17.615 | 16,54 | 427 | 16,39 | ||||
| 2026-05-12 | 13F | Alliance Wealth Advisors, LLC /UT | 564 | -32,74 | ||||||
| 2026-04-02 | 13F | Horizons Wealth Management | 10.683 | -9,94 | 259 | -10,10 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 14.356 | -6,83 | 348 | -6,97 | ||||
| 2026-05-13 | 13F | Bradley & Co. Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | TFR Capital, LLC. | 124.358 | 54,82 | 3.014 | 54,88 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 253.392 | -3,99 | 6.142 | -3,96 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 10.487 | 0,76 | 254 | 0,40 | ||||
| 2026-04-27 | 13F | TABR Capital Management, LLC | 995.431 | 1,86 | 24.129 | 1,90 | ||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 751.427 | 4,12 | 18.215 | 4,17 |
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