SPHQ - Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF Azioni - Prezzo delle azioni, proprietà istituzionale, azionisti

Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
MX ˙ BMV ˙ US46137V2410
Statistiche di base
Proprietari istituzionali 753 total, 753 long only, 0 short only, 0 long/short - change of 1,44% MRQ
Allocazione media del portafoglio 0.6248 % - change of -2,84% MRQ
Azioni istituzionali (Long) 139.986.013 (ex 13D/G) - change of -0,18MM shares -0,60% MRQ
Valore istituzionale (Long) $ 10.374.722 USD ($1000)
Proprietà istituzionale e azionisti

Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF (MX:SPHQ) ha 753 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 139,986,013 azioni. I maggiori azionisti includono LPL Financial LLC, Ameriprise Financial Inc, Fmr Llc, Cliftonlarsonallen Wealth Advisors, Llc, Morgan Stanley, Wealth Enhancement Advisory Services, Llc, Wells Fargo & Company/mn, Bank Of America Corp /de/, Heritage Wealth Advisors, and Raymond James Financial Inc .

(Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF (BMV:SPHQ) 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
(%)
2026-04-20 13F Kestra Private Wealth Services, Llc 79.245 -7,02 5.958 -6,85
2026-05-07 13F Jefferies Financial Group Inc. 326.865 20,76 24.577 20,99
2026-04-14 13F XY Planning Network, Inc. 50.547 6,98 3.834 8,12
2026-04-13 13F Hm Payson & Co 22.119 1,76 1.663 1,96
2026-05-05 13F D.a. Davidson & Co. 33.720 -4,55 2.535 -4,38
2026-01-06 13F Ransom Advisory, Ltd 266 20
2026-02-05 13F Tucker Asset Management Llc 73 0,00 5 0,00
2026-05-14 13F Raymond James Financial Inc 4.194.950 -3,99 315.413 -3,81
2026-05-14 13F BTG Pactual Asset Management US LLC 9.705 730
2026-05-05 13F Schwallier Wealth Management LLC 376.496 -1,80 28.309 -4,59
2026-04-13 13F 5T Wealth, LLC 14.213 -0,90 1.069 -0,74
2026-04-27 13F Strathmore Capital Advisors, Inc. 2.517 203
2026-05-13 13F Truvestments Capital Llc 500 0,00 38 0,00
2026-05-04 13F Barrett & Company, Inc. 6 0,00 0
2026-05-05 13F Napier Financial, LLC 155 12
2026-04-28 13F Astoria Portfolio Advisors LLC. 34.711 0,07 2.786 1,13
2026-04-06 13F Highline Wealth Partners Llc 493 0,00 37 0,00
2026-05-01 13F Arq Wealth Advisors, Llc 4.805 0,00 361 0,28
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 424.221 11,88 32 10,71
2026-05-15 13F Jones Financial Companies Lllp 2.467.657 15,95 182.878 14,49
2026-04-15 13F Hartford Financial Management Inc. 25.293 -68,17 1.902 -68,13
2026-04-30 13F CarsonAllaria Wealth Management, Ltd. 11.923 0,00 897 0,22
2026-05-04 13F Mml Investors Services, Llc 823.056 -8,86 61.886 -8,69
2026-05-15 13F Clearview Wealth Management LLC 408.328 30.702
2026-05-11 13F Wells Fargo & Company/mn 4.968.780 3,53 373.603 3,73
2026-05-13 13F Wealth Management Associates, Inc. 3.215 0,09 242 0,00
2026-05-05 13F Cullen/frost Bankers, Inc. 19.838 -1,91 1.492 -1,71
2026-05-15 13F CI Private Wealth, LLC 343.837 293,13 25.853 293,74
2026-05-15 13F Inspire Advisors, LLC 3.697 0,03 278 0,00
2026-05-11 13F TD Capital Management LLC 162.354 -0,48 12.207 -0,30
2026-04-29 13F Richmond Investment Services, LLC 26.452 0,28 1.989 0,45
2026-05-15 13F GWM Advisors LLC 76.117 -49,11 5.415 -51,76
2026-05-13 13F Lunt Capital Management, Inc. 9.508 0,00 715 0,14
2026-05-12 13F Resurgent Financial Advisors LLC 26.729 0,28 2.010 0,45
2026-05-07 13F Hollencrest Capital Management 289 14,23 22 16,67
2026-05-11 13F Convergence Financial, LLC 56.777 4.269
2026-04-21 13F Vise Technologies, Inc. 52.480 0,00 3.939 0,00
2026-04-14 13F Nova Wealth Management, Inc. 101 0,00 8 0,00
2026-04-24 13F Advanced Asset Management Advisors Inc 13.484 3,07 1.014 3,26
2026-04-17 13F/A Founders Financial Securities Llc 2.941 -22,15 233 -18,02
2026-06-03 13F DBK Financial Counsel, LLC 44.727 0,37 3.363 0,57
2026-05-07 13F Northwestern Mutual Wealth Management Co 2.091.421 -9,40 157.254 -9,23
2026-05-15 13F Bawa N Mallick Trust 21.070 0,00 1.584 0,19
2026-04-28 13F Fortitude Advisory Group L.L.C. 3.231 243
2026-04-28 13F Tempus Wealth Planning, LLC 22.608 9,18 1.700 9,33
2026-04-13 13F Robinhood Asset Management, LLC 8.543 178,09 642 179,13
2026-04-08 13F Cadent Capital Advisors, LLC 81.688 6.142
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-05-12 13F Chesapeake Asset Management Llc 125 0,00 9 0,00
2026-05-15 13F/A EverSource Wealth Advisors, LLC 10.889 63,45 819 63,93
2026-04-30 13F First Horizon Corp 255 -63,31 19 -63,46
2026-05-15 13F Ballast, Inc. 375.405 1,32 28.227 1,50
2026-04-22 13F JNBA Financial Advisors 219.166 -1,62 16.479 -1,44
2026-05-05 13F BCGM Wealth Management, LLC 0 -100,00 0
2026-05-07 13F Commonwealth Financial Services, LLC 5.800 0,02 436 0,23
2026-05-14 13F Baird Financial Group, Inc. 336.313 26,46 25.287 26,70
2026-04-21 13F OneAscent Family Office, LLC 7.784 3,86 585 4,09
2026-04-27 13F Qrg Capital Management, Inc. 4.529 5,11 341 5,26
2026-04-08 13F Miracle Mile Advisors, LLC 2.684 -13,20 202 -13,36
2026-05-08 13F Valeo Financial Advisors, LLC 4.952 2,76 372 3,05
2026-05-07 13F Centerpoint Advisors, LLC 102 0,00 0
2026-02-17 13F GeoWealth Management, LLC 0 -100,00 0
2026-04-08 13F Dynamic Advisor Solutions LLC 41.202 17,65 3.098 17,88
2026-02-09 13F Frazier Financial Advisors, LLC 0 -100,00 0
2026-05-01 13F Hantz Financial Services, Inc. 540 409,43 0
2026-05-11 13F Aptus Capital Advisors, LLC 7.773 -4,65 584 -4,42
2026-05-05 13F SOUTH STATE Corp 154.680 -2,67 11.630 -2,49
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-05-13 13F Headlands Technologies LLC 0 -100,00 0
2026-04-24 13F Wagner Wealth Management, Llc 103 0,00 8 0,00
2026-01-30 13F Oakworth Capital, Inc. 0 -100,00 0
2026-01-29 13F Comerica Bank 92.202 2,86 6.920 5,33
2026-04-17 13F Monticello Wealth Management, Llc 6.399 0,03 481 0,21
2026-04-23 13F Dupree Financial Group, LLC 10.535 -3,59 792 -3,41
2026-05-08 13F Elevation Capital Advisory, LLC 65.473 -24,40 4.923 -24,27
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 92 7
2026-05-13 13F GLR Partners, LLC 83.816 6.302
2026-05-18 13F Arkadios Wealth Advisors 4.829 363
2026-04-28 13F Berger Financial Group, Inc 4.828 1,17 363 1,40
2026-05-07 13F Burk Holdings LLC 5 0
2026-05-11 13F REAP Financial Group, LLC 532 0,38 40 0,00
2026-05-14 13F Ieq Capital, Llc 12.844 -7,77 966 -7,66
2026-05-11 13F Tulsa Wealth Advisors, INC 752.841 56.606
2026-02-11 13F MidWestOne Financial Group, Inc. 5.045 0,00 379 2,44
2026-05-11 13F WFA of San Diego, LLC 2 0,00 0
2026-05-15 13F Equitable Holdings, Inc. 1.431.340 9,30 107.422 9,30
2026-04-23 13F Members Wealth Llc 23.422 -10,81 1.877 -7,59
2026-05-13 13F SRS Capital Advisors, Inc. 10.431 -5,98 784 -5,77
2026-04-16 13F Consolidated Planning Corp 0 -100,00 0
2026-04-13 13F Foster Group, Inc. 11.024 -0,57 829 -0,48
2026-04-21 13F Avaii Wealth Management, Llc 4.249 14,47 319 14,75
2026-04-21 13F BCU Wealth Advisors, LLC 5.405 0,30 406 0,50
2026-04-27 13F Turtle Creek Wealth Advisors, LLC 1.000 75
2026-05-12 13F Crusonia Wealth Advisors LLC 201.078 3,99 15.119 4,19
2026-05-14 13F Diversified Enterprises, LLC 4.241 0,14 319 0,32
2026-04-15 13F Redhawk Wealth Advisors, Inc. 207.402 255,93 15.595 256,60
2026-04-27 13F HB Wealth Management, LLC 16.537 59,19 1.243 59,56
2026-05-06 13F Performa Ltd (US), LLC 100.923 -1,72 7.588 -1,53
2026-04-22 13F Networth Advisors, LLC 570 43
2026-05-15 13F SIMA Wealth Partners, LLC 2.462 -17,99 185 -17,78
2026-05-11 13F Salomon & Ludwin, LLC 717 0,00 54 0,00
2026-05-11 13F Fourth Dimension Wealth, LLC 376 0,00 28 0,00
2026-05-15 13F Larson Financial Group LLC 20.209 0,56 1.520 0,73
2026-04-23 13F Balanced Wealth Group Llc 12.682 -0,18 954 1,82
2026-05-13 13F O'shaughnessy Asset Management, Llc 21.609 96,50 1.625 96,85
2026-05-13 13F BCJ Capital Management, LLC 3.143 236
2026-05-14 13F Hazlett, Burt & Watson, Inc. 15.407 6,80 1 0,00
2026-05-15 13F MAI Capital Management 103.492 -0,42 7.782 -0,23
2026-05-12 13F Ausdal Financial Partners, Inc. 66.825 5,68 5.025 5,88
2026-04-15 13F Paragon Capital Management Ltd 718.982 -1,81 54.060 -1,63
2026-04-28 13F Opes Wealth Management LLC 186.317 -0,69 14.009 -0,50
2026-05-11 13F Lionshead Wealth Management, LLC 69.023 -1,02 5.190 -0,84
2026-05-14 13F Gunpowder Capital Management, LLC dba Oliver Wealth Management 29 0,00 2 0,00
2026-05-06 13F Private Wealth Asset Management, LLC 1.298 0,00 98 0,00
2026-04-29 13F WealthPlan Investment Management, LLC 4.310 324
2026-05-01 13F Holistic Planning, LLC 42.091 24,25 3.165 24,47
2026-05-15 13F Brown Advisory Inc 11.212 -1,47 843 -1,29
2026-02-17 13F Snowden Capital Advisors LLC 280.811 5,78 21.075 8,32
2026-05-06 13F TCFG Investment Advisors, LLC 7.048 530
2026-04-15 13F Activest Wealth Management 1 0,00 0
2026-02-17 13F Susquehanna International Group, Llp Put 0 -100,00 0 -100,00
2026-05-14 13F SlateStone Wealth, LLC 11.651 0,00 1
2026-02-13 13F Colony Group, LLC 130.137 -37,71 9.767 -36,22
2026-05-05 13F Prosperity Consulting Group, LLC 3.233 0,00 243 0,41
2026-05-14 13F Galvin, Gaustad & Stein, LLC 5.400 0,09 406 0,50
2026-04-15 13F Merit Financial Group, LLC 104.643 1,06 7.868 1,25
2026-05-13 13F Redwood Family Wealth LLC 7.373 -0,54 554 -0,36
2026-04-24 13F Capital Asset Advisory Services LLC 9.959 -8,77 801 -4,98
2026-05-13 13F Mariner, LLC 594.702 76,87 44.716 77,20
2026-05-12 13F M Holdings Securities, Inc. 17.482 -2,97 1 0,00
2026-04-14 13F Wealthcare Advisory Partners LLC 56.526 104,32 4.250 104,72
2026-05-14 13F Modern Wealth Management, LLC 0 -100,00 0
2026-05-13 13F Heritage Wealth Advisors 4.688.734 8.884,83 352.546 8.902,68
2026-04-03 13F Adirondack Trust Co 818 -24,40 62 -24,69
2026-04-10 13F Armstrong Advisory Group, Inc 286.827 403.881,69 21.567 431.220,00
2026-05-12 13F BOK Financial Private Wealth, Inc. 1.743 0,00 131 0,77
2026-05-15 13F/A Independent Financial Group, Llc 11.131 1,12 837 1,21
2026-05-20 13F/A Arete Wealth Advisors, LLC 33.497 -37,51 2.517 62.800,00
2026-04-15 13F AlphaStar Capital Management, LLC 2.815 0,00 212 0,00
2026-04-28 13F WJ Wealth Management, LLC 4.828 0,00 363 0,28
2026-04-21 13F Red Tortoise LLC 829 0,36 62 1,64
2026-05-15 13F Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 23.980 0,00 1.803 0,22
2026-05-08 13F Compass Financial Group, Inc. (Ohio) 82.408 110,84 6.196 111,25
2026-04-21 13F Trilogy Capital Inc. 129.564 10,01 9.742 10,20
2026-05-08 13F Fortis Group Advisors, LLC 27.368 -33,61 2.219 -30,47
2026-05-14 13F Solstein Capital, LLC 2.005 0,00 151 0,00
2026-04-22 13F Evensky & Katz LLC 775.144 0,22 58 0,00
2026-04-08 13F Olistico Wealth, LLC 8.187 -3,20 616 -3,00
2026-02-17 13F Glenmede Trust Co Na 1.150 528,42 86 616,67
2026-04-23 13F Fortune Financial Group, Inc. 49.185 7,37 3.698 123.166,67
2026-05-11 13F Citigroup Inc 50.629 -35,08 3.807 -34,96
2026-04-24 13F Root Financial Partners, LLC 2.299 0,00 173 0,00
2026-05-05 13F Legacy Advisors, LLC 15.000 0,00 1.128 0,18
2026-04-20 13F Breakwater Capital Group 18.592 2,72 1.398 2,87
2026-04-21 13F OneAscent Wealth Management LLC 34.342 -9,08 2.582 -8,89
2026-05-15 13F Warren Averett Asset Management, LLC 10.169 -3,67 765 -3,54
2026-05-15 13F Beacon Pointe Advisors, LLC 88.411 180,96 6.648 181,53
2026-04-28 13F Stephens Inc /ar/ 10.096 95,24 759 95,62
2026-05-12 13F Stifel Financial Corp 934.862 7,89 70.293 8,09
2026-05-01 13F Diversify Wealth Management, Llc 20.904 87,75 1.673 94,42
2026-04-15 13F Adamsbrown Wealth Consultants Llc 3.632 273
2026-04-24 13F Northwest Financial Advisors 46.060 11,13 3.463 11,35
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 49.600 113,10 3.729 113,57
2026-05-13 13F/A Quadrant Capital Group Llc 1.580 0,00 119 0,00
2026-05-14 13F JHP Wealth Management, LLC 60.378 17,99 4.540 18,20
2026-05-13 13F Franklin Resources Inc 2.085 0,00 157 0,00
2026-05-14 13F Us Bancorp \de\ 5.104 -54,85 384 -54,83
2026-05-11 13F Jordan Park Group LLC 87.114 0,00 6.550 0,20
2026-05-12 13F Focused Alpha, Llc 11.802 -13,39 887 -13,21
2026-02-11 13F Invst, LLC 0 -100,00 0
2026-05-14 13F Level Four Advisory Services, Llc 18.543 -77,84 1.394 -77,81
2026-05-12 13F Mainstay Capital Management Llc /adv 22.153 -0,67 1.666 -0,48
2026-05-15 13F Weaver Consulting Group 72.685 3,94 5.465 4,13
2026-05-14 13F HighPoint Advisor Group LLC 33.254 2,16 2.500 2,38
2026-04-13 13F Sherman Wealth Management LLC 19.468 45,65 1.464 45,86
2026-04-28 13F WESPAC Advisors, LLC 4.716 -0,13 355 0,00
2026-04-14 13F Kozak & Associates, Inc. 0 0
2026-05-14 13F We Are One Seven, LLC 86.357 -0,75 6.493 -0,57
2026-05-15 13F Gallagher Fiduciary Advisors, LLC 12.212 13,97 918 14,18
2026-06-02 13F/A Parallel Advisors, LLC 0 -100,00 0 -100,00
2026-05-12 13F Rsm Us Wealth Management Llc 4.289 17,41 323 16,67
2026-02-11 13F Strategic Wealth Designers 0 -100,00 0
2026-05-11 13F Great Valley Advisor Group, Inc. 61.368 203,02 4.614 203,75
2026-04-03 13F Investors Research Corp 19.653 5,49 1.478 5,65
2026-05-06 13F IMA Wealth, Inc. 89 0,00 7 0,00
2026-01-16 13F Trust Co Of Vermont 0 -100,00 0
2026-04-13 13F Creative Financial Designs Inc /adv 226.520 -9,93 17.032 -9,76
2026-04-14 13F Well Done, LLC 88.689 -2,27 6.669 -2,09
2026-04-28 13F Stratos Wealth Advisors, LLC 19.459 15,72 1.463 16,02
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 -100,00 0
2026-04-23 13F Oppenheimer Asset Management Inc. 3.791 -4,44 285 -4,04
2026-04-17 13F 55 North Private Wealth, LLC 10.919 821
2026-05-05 13F Milestone Investment Advisors LLC 528.118 0,42 39.709 0,61
2026-02-05 13F Center for Financial Planning, Inc. 597 0,00 45 2,33
2026-05-13 13F Freestone Capital Holdings, LLC 6.060 0,00 456 0,22
2026-04-27 13F Serenus Wealth Advisors, LLC 91.787 44,71 6.901 44,98
2026-04-23 13F Glass Jacobson Investment Advisors llc 27.735 31,04 2.085 31,30
2026-04-13 13F CGC Financial Services, LLC 2.609 -3,55 196 -3,45
2026-04-27 13F Platform Technology Partners 30.466 5,71 2.291 5,92
2026-04-29 13F Montag A & Associates Inc 60.428 -9,11 4.544 -8,94
2026-05-12 13F Moneta Group Investment Advisors Llc 3.552 -26,67 267 -26,45
2026-05-12 13F Advyzon Investment Management, LLC 3.444 259
2026-04-15 13F Single Point Partners, LLC 3.592 0,34 270 0,75
2026-05-04 13F MB Generational Wealth, LLC 4.484 0,00 337 0,30
2026-05-15 13F Core Wealth Advisors, Inc. 161.720 12,05 12.160 12,26
2026-05-12 13F Atlantic Union Bankshares Corp 129 0,00 10 0,00
2026-04-13 13F Compass Ion Advisors, LLC 745.478 0,61 56.052 0,79
2026-05-14 13F Liberty One Investment Management, Llc 51.804 -17,10 3.895 -16,95
2026-05-15 13F Nikulski Financial, Inc. 80.260 -20,35 6.035 -20,21
2026-04-22 13F Norris Perne & French Llp/mi 3.508 -7,76 264 -7,72
2026-05-06 13F Assetmark, Inc 16.035 -50,07 1.206 -50,00
2026-05-04 13F Alta Wealth Advisors LLC 8.954 0,13 673 0,30
2026-04-28 13F Argus Investors' Counsel, Inc. 5.030 -25,78 378 -25,59
2026-04-29 13F Centerpoint Advisory Group 24.789 28,71 1.864 28,93
2026-05-05 13F Caldwell Securities, Inc 0 -100,00 0
2026-05-11 13F Commerce Bank 16.090 -8,26 1.210 -8,13
2026-05-11 13F BankPlus Trust Department 14.882 0,00 1.119 0,18
2026-04-10 13F Financial Advisory Corp 5.129 0,39 386 0,52
2026-04-20 13F Courier Capital Llc 3.782 0,00 284 0,35
2026-05-12 13F Kingsview Wealth Management, LLC 163.120 5,46 12.265 5,66
2026-04-07 13F Farther Finance Advisors, LLC 149.620 226,77 11.350 230,33
2026-04-17 13F HHM Wealth Advisors, LLC 22.476 0,00 1.690 0,18
2026-05-07 13F True North Advisors, LLC 6.278 0,00 472 0,21
2026-04-20 13F Sowell Financial Services LLC 6.781 -0,13 510 0,00
2026-04-24 13F Family Investment Center, Inc. 520.845 -16,52 39.162 -16,37
2026-04-29 13F Demars Financial Group, LLC 623.705 -2,49 46.896 -2,31
2026-05-04 13F Calamos Wealth Management LLC 2.706 203
2026-05-07 13F Legacy Wealth Managment, LLC/ID 157 0,00 12 0,00
2026-05-14 13F Rockefeller Capital Management L.P. 663.024 0,82 49.853 1,01
2026-04-21 13F OneAscent Financial Services LLC 3.001 -22,31 226 -22,15
2026-05-05 13F HighTower Advisors, LLC 314.321 0,75 23.634 0,94
2026-05-15 13F Ameriflex Group, Inc. 1.268 -68,65 95 -68,65
2026-04-22 13F Joel Isaacson & Co., LLC 3.200 0,00 241 0,00
2026-04-24 13F Private Advisor Group, LLC 369.373 15,33 27.773 15,54
2026-04-13 13F Mather Group, Llc. 29.784 0,00 2.239 0,18
2026-05-08 13F Russell Investments Group, Ltd. 499 202,42 37 208,33
2026-05-15 13F RMB Capital Management, LLC 3.105 -29,03 233 -28,96
2026-04-15 13F Optivise Advisory Services LLC 17.926 39,77 1.348 40,02
2026-05-15 13F Cresset Asset Management, LLC 262.603 3,55 19.745 3,75
2026-05-04 13F Clear Investment Research, Llc 4.820 0,17 362 0,28
2026-05-15 13F Quantinno Capital Management LP 155.621 7,61 11.701 7,81
2026-06-01 13F Flagship Wealth Advisors, Llc 8.906 0,00 635 -5,09
2026-05-15 13F Wick Capital Partners, LLC 5.693 0,00 428 0,23
2026-04-14 13F Beacon Investment Advisory Services, Inc. 229 17
2026-04-09 13F Cliftonlarsonallen Wealth Advisors, Llc 7.350.884 -17,50 552.713 -17,35
2026-05-05 13F Atria Investments Llc 77.639 20,71 5.838 20,92
2026-04-17 13F Total Clarity Wealth Management, Inc. 20.294 46,93 1.526 47,20
2026-04-24 13F Essex LLC 0 -100,00 0
2026-05-15 13F Perennial Investment Advisors, LLC 695.729 -1,51 52.314 -1,32
2026-04-22 13F Apollon Financial, LLC 16.662 -0,09 1.253 0,08
2026-05-12 13F Planwiser Financial, Llc 0 -100,00 0
2026-05-08 13F Perspective Wealth Advisors Llc 31.301 18,74 2.354 18,96
2026-05-14 13F Jump Financial, LLC 0 -100,00 0
2026-04-21 13F Fullerton Advisors, LLC 2.903 0,38 218 0,46
2026-04-28 13F Bogart Wealth, LLC 514 0,00 39 0,00
2026-05-12 13F Reyes Financial Architecture, Inc. 9.152 0,00 688 0,29
2026-05-14 13F Nicolet Bankshares Inc 13.139 992
2026-05-13 13F Protective Life Corp 375 28
2026-04-20 13F McKinley Carter Wealth Services, Inc. 3.733 -3,11 281 -3,11
2026-04-27 13F Financial Services Advisory Inc 23.392 -52,97 1.759 -52,91
2026-05-08 13F Atlantic Private Wealth, LLC 1.114 0,00 84 0,00
2026-01-30 13F Archer Investment Corp 0 -100,00 0
2026-04-27 13F Cresta Advisors, Ltd. 226.368 7,49 17.021 7,69
2026-02-12 13F Logan Capital Management Inc 0 -100,00 0 -100,00
2026-04-28 13F Northstar Group, Inc. 3.013 0,00 227 0,00
2026-05-04 13F Savant Capital, LLC 8.744 1,97 657 2,18
2026-05-07 13F Crewe Advisors LLC 628 0,00 47 0,00
2026-04-28 13F Howe & Rusling Inc 611 0,00 46 0,00
2026-04-20 13F Investment Research & Advisory Group, Inc. 1.011 0,00 76 1,33
2026-05-05 13F Crestwood Advisors Group LLC 28.217 -6,60 2.122 -6,44
2026-05-15 13F Smartleaf Asset Management LLC 20.050 4.456,82 1.473 4.360,61
2026-05-15 13F Two Sigma Investments, Lp 0 -100,00 0
2026-04-15 13F Retireful, LLC 5.082 -4,76 382 -5,45
2026-04-29 13F Integrity Investment Advisors, LLC 124.695 9,49 9.376 9,69
2026-01-30 13F Arlington Trust Co LLC 0 -100,00 0
2026-04-24 13F Flagship Private Wealth, LLC 103.051 0,67 7.748 0,86
2026-04-22 13F Janney Montgomery Scott LLC 170.750 13,65 13 9,09
2026-04-08 13F RVW Wealth, LLC 28.607 -5,79 2.151 -5,62
2026-05-14 13F EP Wealth Advisors, Inc. 9.203 12,00 692 12,18
2026-05-05 13F Vectors Research Management, LLC 4.312 0,00 324 0,31
2026-05-12 13F First American Trust, Fsb 4.624 -1,43 348 -1,42
2026-02-17 13F XTX Topco Ltd 0 -100,00 0
2026-04-22 13F Foundry Financial LLC 12.041 -16,84 905 -16,67
2026-05-11 13F Collier Financial 50.115 -2,46 3.768 -2,28
2026-01-14 13F ORG Partners LLC 7.050 0,00 529 2,52
2026-05-13 13F Brinker Capital Investments, LLC 112.682 -8,47 8.473 -8,29
2026-05-14 13F Capital Planning Advisors, LLC 413.627 -8,66 31.101 -8,49
2026-04-23 13F Bell Bank 30.216 0,00 2.272 0,18
2026-04-10 13F Wealth Group Ltd 12.811 23,97 963 24,26
2026-05-04 13F Providence First Trust Co 64.383 15,46 4.841 15,68
2026-04-29 13F/A Perryman Financial Advisory Inc /ad 62.003 9,13 4.662 9,31
2026-05-04 13F Bedel Financial Consulting, Inc. 5.634 0,00 424 0,24
2026-05-08 13F Steward Partners Investment Advisory, Llc 34.757 -17,90 2.613 -17,75
2026-04-15 13F Valley National Advisers Inc 1.403 0,00 0
2026-05-14 13F Gts Securities Llc 0 -100,00 0
2026-04-21 13F Alpine Bank Wealth Management 535.503 -3,52 40.264 -3,34
2026-04-22 13F Wetzel Investment Advisors, Inc. 50.912 -3,47 3.828 -3,28
2026-04-28 13F Whittier Trust Co 14.200 0,00 1.085 -1,19
2026-05-15 13F Family Management Corp 114 0,00 9 0,00
2026-05-05 13F Sanctuary Advisors, LLC 120.319 -0,25 9.047 -0,07
2026-05-06 13F WoodTrust Financial Corp 0 -100,00 0
2026-05-11 13F Rossby Financial, LCC 1.691 128
2026-05-15 13F Tower Research Capital LLC (TRC) 0 -100,00 0
2026-05-05 13F Collaborative Wealth Managment Inc. 0 -100,00 0
2026-05-14 13F Institute for Wealth Management, LLC. 24.553 -2,23 1.846 -2,02
2026-04-27 13F Denver Wealth Management, Inc. 24.738 -18,00 1.860 -17,84
2026-05-06 13F Hershey Financial Advisers, LLC 28.305 28,83 2.128 29,13
2026-02-12 13F Beacon Capital Management, Inc. 0 -100,00 0
2026-04-13 13F Runnymede Capital Advisors, Inc. 3.431 258
2026-05-01 13F Concord Wealth Partners 122.400 2,27 9.203 2,46
2026-04-30 13F Indivisible Partners 51.805 0,83 3.895 1,01
2026-05-01 13F International Assets Investment Management, Llc 19.580 -9,58 1.485 -8,62
2026-05-12 13F CIBC Bancorp USA Inc. 17.818 13,89 1.340 16,84
2026-04-30 13F Millstone Evans Group, LLC 497 0,00 37 0,00
2026-04-06 13F CX Institutional 966 8,54 0
2026-04-24 13F MOR Wealth Management, LLC 217.866 11,64 16.381 11,85
2026-05-04 13F AMG National Trust Bank 4.300 0,00 323 0,31
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-05-15 13F Strategies Wealth Advisors, LLC 145.091 -6,92 10.909 -6,74
2026-04-29 13F IAG Wealth Partners, LLC 58.809 -7,03 4.422 -6,87
2026-05-15 13F IMG Wealth Management, Inc. 111 0,00 8 0,00
2026-04-17 13F Kentucky Trust Co 34.200 -2,88 2.571 -2,69
2026-05-05 13F PFG Advisors 9.235 -2,22 694 -1,98
2026-05-12 13F Disciplined Investors, L.L.C. 23.190 0,00 1.744 0,17
2026-05-05 13F Ridgeline Wealth Planning, LLC 9.743 0,91 733 1,10
2026-04-20 13F Park Edge Advisors, LLC 67.046 17,80 5.041 18,03
2026-05-01 13F Anchor Investment Management, LLC 286 22
2026-04-24 13F Essex Financial Services, Inc. 137.149 3,70 10.312 3,90
2026-04-24 13F Redwood Wealth Management Group, LLC 3.421 -2,87 257 -2,65
2026-05-14 13F Alvarez & Marsal Private Wealth Partners, LLC 956.589 23,54 71.926 23,77
2026-04-28 13F Wealth Management Resources, Inc. 438.438 -0,09 32.966 0,09
2026-05-12 13F Pacific Center for Financial Services 282 0,00 21 5,00
2026-05-15 13F Silvercrest Asset Management Group Llc 18.208 0,00 1.369 0,22
2026-05-12 13F Operose Advisors LLC 2.953 -2,35 222 -1,77
2026-04-08 13F Sax Wealth Advisors, Llc 446.956 -0,55 33.544 -0,55
2026-05-27 13F/A Maripau Wealth Management Llc 2.814 212
2026-05-26 13F Ruggaard & Associates LLC 140.244 -4,26 10.545 -4,09
2026-05-05 13F Plante Moran Financial Advisors, LLC 183 266,00 14 333,33
2026-05-08 13F Vontobel Holding Ltd. 3.233 0,00 243 0,41
2026-05-14 13F Renaissance Technologies Llc 24.600 1.850
2026-05-07 13F Koss-Olinger Consulting, LLC 0 -100,00 0
2026-05-14 13F Mcguire Capital Advisors Inc 0 -100,00 0
2026-05-14 13F Financial Engines Advisors L.L.C. 34.378 92,14 2.585 92,55
2026-04-24 13F United Community Bank 61.925 38,58 4.656 38,86
2026-04-28 13F Topor & Co. Korea 49.589 -4,21 3.729 -4,04
2026-04-06 13F Versant Capital Management, Inc 32 0,00 2 0,00
2026-05-08 13F Stonebridge Financial Planning Group, LLC 122.057 -1,19 9.177 -1,00
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 6.831 -0,29 514 -0,19
2026-05-12 13F Colonial Trust Advisors 1.205 0,00 91 0,00
2026-05-15 13F IHT Wealth Management, LLC 223.820 8,42 16.829 8,62
2026-05-05 13F UBS Group AG 1.598.715 -5,40 120.207 -5,22
2026-05-15 13F Mission Wealth Management, Lp 7.164 0,00 539 0,19
2026-05-15 13F Vestmark Advisory Solutions, Inc. 5.033 -2,82 378 -2,58
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 427.847 -3,95 32.170 -3,77
2026-04-01 13F Burkett Financial Services, Llc 501 0,20 38 0,00
2026-05-14 13F VestGen Advisors, LLC 3.010 1,35 249 11,71
2026-04-15 13F Fifth Third Securities, Inc. 13.540 1.018
2026-04-30 13F Independence Bank of Kentucky 1.114 0,00 84 0,00
2026-05-14 13F Lbmc Investment Advisors, Llc 5.205 0,00 391 0,26
2026-05-12 13F Benjamin Edwards Inc 12.478 5,81 940 5,98
2026-05-04 13F Sigma Planning Corp 78.913 13,40 5.933 13,62
2026-05-06 13F Sentinus, LLC 58.276 -0,32 4.382 -0,14
2026-04-13 13F Massmutual Trust Co Fsb/adv 4.437 -7,89 334 -7,76
2026-04-15 13F Sarver Vrooman Wealth Advisors 2.124 7,98 160 8,16
2026-05-05 13F Capital Investment Advisory Services, LLC 3.281 61,39 247 61,84
2026-05-13 13F Owl Creek Wealth Partners LLC 129.997 9.774
2026-04-29 13F/A True Link Financial Advisors, LLC 902 68
2026-04-17 13F Signal Advisors Wealth, LLC 3.234 243
2026-05-07 13F Avidian Wealth Solutions, LLC 9.233 3,36 694 3,58
2026-04-13 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 430 0,00 34 0,00
2026-04-20 13F Provenance Wealth Advisors, LLC 65.999 -6,07 4.962 -5,90
2026-05-13 13F Lloyd Advisory Services, LLC. 518 39
2026-05-01 13F Midwest Trust Co 4.361 -15,27 328 -15,28
2026-05-08 13F Bokf, Na 1.349 0,00 101 0,00
2026-05-06 13F MTM Investment Management, LLC 700 100,00 53 100,00
2026-05-15 13F Glen Eagle Advisors, LLC 9.632 0,00 724 0,28
2026-05-14 13F Allworth Financial LP 116.393 -1,57 8.752 -1,39
2026-05-13 13F Signature Equity Partners, LLC 395 0,25 30 0,00
2026-04-28 13F ORG Wealth Partners, LLC 718 0,00 54 0,00
2026-04-29 13F Sagace Wealth Management LLC 16.166 -2,40 1.216 -2,25
2026-04-23 13F Oppenheimer & Co Inc 12.587 0,07 946 0,32
2026-05-11 13F Foundations Investment Advisors, LLC 11.662 10,95 877 11,17
2026-05-13 13F Bank Of Montreal /can/ 12.123 1,67 912 1,90
2026-05-06 13F Bauman Advisory Group, LLC 19.745 -2,59 1.485 -2,43
2026-04-13 13F Wolff Wiese Magana Llc 180 0,56 14 0,00
2026-05-01 13F Symphony Financial, Ltd. Co. 144.255 5,07 10.685 2,76
2026-04-17 13F AdvisorNet Financial, Inc 2 0
2026-05-13 13F Green Harvest Asset Management LLC 7.196 0,59 541 0,93
2026-04-21 13F HF Advisory Group, LLC 25.347 2,07 1.906 2,25
2026-05-13 13F Natixis Advisors, L.p. 60.739 89,34 5 100,00
2026-05-15 13F Summit Financial, LLC 67.928 4,38 5.107 4,57
2026-05-14 13F Retiremitten Financial Llc 102 8
2026-05-14 13F Cwm, Llc 54.070 198,45 4.066 406.400,00
2026-04-22 13F Clear Creek Financial Management, LLC 79.180 3,87 5.954 4,07
2026-05-01 13F Cdkv Holdings Llc 178 0,00 13 0,00
2026-04-24 13F Cabot Wealth Management Inc 2.915 219
2026-05-01 13F Thrivent Financial For Lutherans 160.853 4,02 12 9,09
2026-05-11 13F Pathstone Holdings, LLC 4.898 0,00 368 0,27
2026-02-18 13F Financial Advisory Service, Inc. 141 0,00 11 0,00
2026-04-15 13F Journey Strategic Wealth Llc 4.352 -1,96 327 -1,80
2026-05-13 13F Principal Securities, Inc. 57.270 -4,78 4.306 -4,59
2026-04-21 13F Merkkuri Wealth Advisors LLC 445 33
2026-04-09 13F Secure Asset Management, LLC 0 -100,00 0
2026-05-12 13F Independent Advisor Alliance 1.059.017 79.628
2026-02-06 13F Global Retirement Partners, LLC 284.847 0,95 21.378 3,37
2026-04-27 13F Commonwealth Equity Services, Llc 0 -100,00 0 -100,00
2026-05-14 13F Atomi Financial Group, Inc. 13.802 -5,18 1.038 -5,04
2026-04-08 13F Spinnaker Investment Group, LLC 3.521 0,00 265 0,00
2026-04-29 13F Lmcg Investments, Llc 49.235 -1,75 3.702 -1,57
2026-05-15 13F Gateway Wealth Partners, LLC 8.095 55,40 609 55,90
2026-05-06 13F Dunhill Financial, LLC 2.263 0,00 170 0,59
2026-05-15 13F 10Elms LLP 515 0,00 39 0,00
2026-04-13 13F IFP Advisors, Inc 49.198 3,21 3.699 3,41
2026-01-21 13F Newbridge Financial Services Group, Inc. 0 -100,00 0
2026-05-15 13F Evergreen Wealth Solutions, LLC 22.180 1.668
2026-04-20 13F Fiduciary Alliance LLC 62.792 81,66 4.986 92,21
2026-05-13 13F BlackRock, Inc. 32.303 20,69 2.429 20,92
2026-05-08 13F Prime Capital Investment Advisors, LLC 3.445 6,39 259 6,58
2026-04-30 13F Barnett & Company, Inc. 2.816 -1,92 212 -1,86
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 0 -100,00 0
2026-05-18 13F Centaurus Financial, Inc. 4.721 0,11 0
2026-05-13 13F AE Wealth Management LLC 31.565 188,74 2.373 189,39
2026-05-13 13F Keystone Financial Group 2.730 -0,55 205 -0,49
2026-02-05 13F Edge Financial Advisors LLC 33.956 83,39 2.158 90,88
2026-04-16 13F Brookstone Capital Management 15.179 8,23 1.141 8,46
2026-05-08 13F Pnc Financial Services Group, Inc. 900.843 -7,53 67.734 -7,36
2026-02-06 13F GPS Wealth Strategies Group, LLC 364 -99,52 27 -99,51
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 769 58
2026-04-21 13F Armbruster Capital Management, Inc. 4.000 0,00 301 0,00
2026-05-08 13F Blair William & Co/il 269.028 7,25 20.228 7,45
2026-04-29 13F Steele Capital Management, Inc. 10.074 0,00 757 0,13
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0
2026-05-13 13F Parkside Financial Bank & Trust 3.724 0,27 280 0,72
2026-05-15 13F Burns Matteson Capital Management, LLC 217.586 -2,26 16.360 -2,08
2026-05-12 13F Jane Street Group, Llc Call 3.100 -77,54 233 -77,49
2026-04-21 13F Capital Investment Counsel, Inc 165 0,00 12 0,00
2026-05-12 13F Jane Street Group, Llc 4.516 340
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 6.981 -8,94 525 -8,87
2026-05-15 13F KM Capital Management Ltd. 2.322 -14,22 191 -5,91
2026-05-14 13F Dorsey & Whitney Trust CO LLC 2.892 0,00 217 0,00
2026-05-11 13F West Wealth Group, LLC 5.220 393
2026-05-01 13F Mutual Advisors, LLC 4.711 -9,26 354 -9,00
2026-05-14 13F Bank of Marin 4.836 -2,24 364 -2,16
2026-01-29 13F RMG Wealth Management LLC 0 -100,00 0
2026-04-21 13F Paradigm Financial Partners, Llc 11.000 0,00 827 0,24
2026-04-20 13F Eagle Strategies LLC 100.551 -53,85 7.560 -53,77
2026-04-28 13F Flagship Harbor Advisors, Llc 65.975 -1,51 4.961 -1,33
2026-04-23 13F Intrua Financial, LLC 31.895 -0,23 2.398 -0,04
2026-02-10 13F Meitav Dash Investments Ltd 0 -100,00 0
2026-05-07 13F Florida Financial Advisors, Llc 8.294 19,22 624 19,35
2026-02-12 13F CIBC Private Wealth Group, LLC 16.284 4,08 1.222 6,63
2026-04-07 13F Signaturefd, Llc 9.507 -36,83 715 -36,76
2026-04-24 13F Keybank National Association/oh 39.744 -6,14 2.988 -5,95
2026-05-08 13F Arthur M. Cohen & Associates, Llc 13.090 0,00 993 1,12
2026-05-12 13F Bnp Paribas Arbitrage, Sa 632.003 221.655,44 47.520 226.185,71
2026-05-15 13F Intelligence Driven Advisers, LLC 19.260 0,00 1.448 0,21
2026-04-24 13F Medallion Wealth Advisors, LLC 4.382 -5,03 329 -4,91
2026-05-06 13F Townsend Asset Management Corp /nc/ /adv 3 0,00 0
2026-05-14 13F Betterment LLC 9.346 23,10 1
2026-02-17 13F Wellington Management Group Llp 0 -100,00 0
2026-04-17 13F Certified Advisory Corp 129.170 -14,46 9.712 -14,30
2026-04-21 13F Meridian Financial, LLC 28.250 2,06 2.124 2,26
2026-05-05 13F Bank of New York Mellon Corp 1.956.052 -30,18 147.076 -30,05
2026-05-14 13F Capital Analysts, Inc. 18.213 1
2026-04-09 13F TruWealth Advisors, LLC 244.394 -1,55 18.376 -1,37
2026-04-21 13F Artesa Financial Group, LLC 104.727 9,28 7.874 9,48
2026-04-30 13F Fidelity D & D Bancorp Inc 89.889 12,93 6.759 13,14
2026-01-14 13F Clarius Group, LLC 4.347 0,21 326 2,84
2026-05-08 13F Glenview Trust Co 10.258 0,00 771 0,26
2026-04-21 13F Creative Capital Management Investments LLC 1.170 0,00 88 0,00
2026-05-15 13F Advisory Services Network, LLC 20.591 -2,26 1.548 -2,09
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 3.175 0,00 239 0,00
2026-01-26 13F Wbh Advisory Inc 0 -100,00 0
2026-05-13 13F Lido Advisors, LLC 208.510 -1,94 15.678 0,60
2026-05-13 13F Intrepid Financial Planning Group LLC 5.489 -1,01 413 -0,96
2026-05-15 13F Connors Investor Services Inc 4.589 -2,34 345 -1,99
2026-05-06 13F Crescent Grove Advisors, LLC 12.035 0,00 905 0,11
2026-05-15 13F Gotham Asset Management, LLC 42.473 0,00 3.194 0,19
2026-05-04 13F Wsfs Capital Management, Llc 7.808 0,00 587 0,34
2026-05-04 13F Chicago Partners Investment Group LLC 21.294 -10,03 1.706 -6,16
2026-04-15 13F Exchange Traded Concepts, Llc 0 -100,00 0
2026-04-17 13F BCS Wealth Management 18.662 -37,69 1.403 -37,56
2026-04-09 13F Everhart Financial Group, Inc. 3.795 0,00 285 0,35
2026-05-01 13F Win Advisors, Inc 0 -100,00 0
2026-05-11 13F Biltmore Family Office, LLC 5.500 0,00 414 0,24
2026-04-08 13F Lakeridge Wealth Management LLC 4.994 1,32 375 1,63
2026-04-08 13F Wisconsin Wealth Advisors, LLC 37.969 -0,18 2.855 0,00
2026-02-11 13F Fund Evaluation Group, LLC 0 -100,00 0
2026-04-13 13F Invariant Investment Management 6.599 0,03 523 2,35
2026-04-29 13F Hughes Financial Services, LLC 70 0,00 5 0,00
2026-05-04 13F First Foundation Advisors 7.789 0,00 586 0,17
2026-05-14 13F Evergreen Capital Management Llc 346.195 1,73 26.030 1,91
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 32.741 25,20 2.440 24,36
2026-04-30 13F Private Trust Co Na 46.161 3,74 3.471 3,92
2026-02-12 13F Insigneo Advisory Services, Llc 0 -100,00 0
2026-02-17 13F Optiver Holding B.V. 0 -100,00 0
2026-04-09 13F DHJJ Financial Advisors, Ltd. 1.656 0,06 124 0,00
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 188 0,00 14 0,00
2026-05-12 13F Luken Investment Analytics, LLC 600 0,00 45 0,00
2026-05-16 13F Sunbelt Securities, Inc. 7.363 -33,92 554 -33,85
2026-05-05 13F Fisher Asset Management, LLC 9.477 713
2026-05-07 13F Santori & Peters, Inc. 120.562 4,70 9.065 4,91
2026-05-01 13F Sovran Advisors, LLC 14.569 11,08 1.181 16,13
2026-04-14 13F Nbc Securities, Inc. 5.021 6,58 378 6,80
2026-03-27 13F Prosperity Wealth Management, Inc. 3.298 -2,69 248 -0,40
2026-04-24 13F Lynx Investment Advisory 145.458 17,01 10.937 17,23
2026-02-03 13F Alpha Cubed Investments, LLC 32.090 -7,42 2.408 -5,20
2026-02-09 13F Atlantic Trust, LLC 0 -100,00 0
2026-05-15 13F Pin Oak Investment Advisors Inc 350 0,00 0
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 5.507.331 -30,43 415.820 -32,01
2026-05-13 13F NFP Retirement, Inc. 101.141 0,07 7.605 0,25
2026-05-11 13F Vantagepoint Investment Advisers Llc 3.321.664 -0,76 249.756 -0,58
2026-04-16 13F Ballast Rock Private Wealth LLC 4.148 8,81 312 8,74
2026-05-12 13F Chicago Wealth Management, Inc. 0 -100,00 0
2026-04-24 13F Stock Yards Bank & Trust Co 4.495 0,00 338 0,00
2026-05-06 13F Fiscal Wisdom Wealth Management, LLC 15.254 0,57 1.147 0,70
2026-05-13 13F Lantern Wealth Advisors, LLC 3.483 11,92 262 12,02
2026-04-21 13F Wedbush Securities Inc 19.497 0,17 1 0,00
2026-05-11 13F Savvy Advisors, Inc. 87.748 -3,17 6.598 -2,99
2026-02-13 13F Saxon Interests, Inc. 0 -100,00 0
2026-04-21 13F Sequent Planning LLC 5.159 -3,59 388 -3,49
2026-04-08 13F WealthCare Investment Partners, LLC 3.653 6,01 279 7,72
2026-05-19 13F McIlrath & Eck, LLC 120 0,84 9 0,00
2026-01-21 13F Raleigh Capital Management Inc. 0 -100,00 0
2026-04-28 13F Stratos Wealth Partners, LTD. 454.647 -29,09 34.185 -28,96
2026-05-01 13F Abound Financial, Llc 3.322 0,00 250 0,00
2026-05-08 13F Vanguard Advisers Inc 1.259 95
2026-01-30 13F Strategic Blueprint, LLC 0 -100,00 0
2026-04-24 13F ERn Financial, LLC 22.488 -0,50 1.691 -0,35
2026-05-06 13F My Portfolio Guide, LLC 100 8
2026-04-28 13F Indiana Trust & Investment Management CO 3.209 0,00 241 0,42
2026-05-12 13F Invesco Ltd. 115.028 -0,17 8.649 0,01
2026-05-08 13F Endowment Wealth Management, Inc. 99.822 5,33 7.506 5,53
2026-04-17 13F Union Savings Bank 488.164 1,27 36.705 1,47
2026-05-04 13F Lifeworks Advisors, LLC 0 -100,00 0
2026-04-15 13F Verum Partners LLC 50.342 0,17 3.785 0,37
2026-04-21 13F Nemes Rush Group LLC 77 0,00 6 0,00
2026-05-06 13F Hartland & Co., LLC 8.126 0,00 611 0,16
2026-05-11 13F Plotkin Financial Advisors, LLC 7.794 0,32 586 0,51
2026-04-21 13F Pinnacle Associates Ltd 10.512 25,16 790 25,40
2026-05-04 13F Optima Capital Llc 6.439 0,25 484 0,41
2026-05-12 13F Sfmg, Llc 1.686.924 1,13 126.840 1,32
2026-05-05 13F Steel Peak Wealth Management LLC 2.998 -65,71 225 -65,70
2026-04-15 13F Parsons Capital Management Inc/ri 32.668 16,06 2.456 16,29
2026-04-21 13F Creekside Partners 2.960 0,00 223 0,00
2026-05-13 13F Prosperity Financial Group, Inc. 4.471 51,87 336 52,73
2026-05-07 13F Rothschild Investment Llc 1.475 0,00 111 0,00
2026-05-15 13F Fmr Llc 7.871.710 36,39 591.874 36,64
2026-02-17 13F SageView Advisory Group, LLC 5.957 -3,83 447 -1,32
2026-04-21 13F Beaumont Asset Management, L.L.C. 84.839 -1,46 6.379 -1,27
2026-05-13 13F Cetera Investment Advisers 1.231.815 -0,45 92.620 -0,26
2026-02-03 13F Emerald Investment Partners, Llc 0 -100,00 0
2026-05-15 13F Transamerica Financial Advisors, Inc. 191 0,00 14 0,00
2026-04-10 13F Waldron Private Wealth LLC 11.368 0,00 855 0,12
2026-04-24 13F Seamount Financial Group Inc 14.744 0,52 1.109 0,73
2026-05-15 13F Royal Bank Of Canada 2.184.539 -16,55 164.255 -16,40
2026-05-04 13F Glassman Wealth Services 510 0,00 38 0,00
2026-05-11 13F Garton & Associates Financial Advisors LLC 3.408 5,28 256 5,79
2026-05-13 13F/A Jpmorgan Chase & Co 598.213 11,46 43.945 9,10
2026-04-28 13F Belpointe Asset Management LLC 12.244 346,05 921 346,60
2026-04-24 13F Berkeley, Inc 74.369 9,84 5.592 10,04
2026-01-26 13F Chicago Capital, LLC 0 -100,00 0
2026-04-30 13F Verdence Capital Advisors LLC 9.220 -0,43 693 -0,14
2026-05-12 13F Creative Planning 119.982 1,87 9.021 2,06
2026-05-12 13F WCG Wealth Advisors LLC 126.889 -19,79 9.541 -19,64
2026-04-27 13F Sierra Ocean, Llc 214.270 4,45 16.111 4,64
2026-05-06 13F LPL Financial LLC 12.165.867 2,09 914.751 2,28
2026-05-13 13F Federation des caisses Desjardins du Quebec 1.030 139,53 77 140,63
2026-04-28 13F Kingswood Wealth Advisors, Llc 12.806 0,00 963 0,10
2026-02-13 13F Nicolet Advisory Services, Llc 3.530 274
2026-05-12 13F One Capital Management, LLC 5.305 -0,69 399 -0,50
2026-05-28 13F Cozad Asset Management Inc 250.011 -0,61 18.798 -0,42
2026-05-06 13F Ritter Daniher Financial Advisory LLC / DE 400 0,00 30 0,00
2026-04-29 13F Capstone Wealth Management Group, Llc 112.312 59,97 8.445 60,26
2026-02-02 13F Capital Investment Counsel, LLC 0 -100,00 0
2026-05-04 13F HBW Advisory Services LLC 11.671 8,99 878 9,22
2026-05-14 13F Cedar Wealth Management, LLC 99.671 2,61 7.494 2,80
2026-04-28 13F Golden State Equity Partners 240 18
2026-04-01 13F Vigilare Wealth Management 209.004 99,09 15.715 99,48
2026-05-04 13F Geneos Wealth Management Inc. 125.167 712,30 9.411 714,10
2026-04-16 13F Tandem Capital Management Corp /adv 16.650 1,31 1.252 1,46
2026-05-15 13F National Bank Of Canada /fi/ 35.052 -42,50 2.635 -42,40
2026-05-19 13F Western Wealth Management, LLC 69.041 1,57 5.191 1,76
2026-05-04 13F Financial Security Advisor, Inc. 2.949 0,37 222 0,45
2026-04-23 13F Cornerstone Wealth Management, LLC 146.912 34,33 11.046 34,58
2026-05-14 13F Catalytic Wealth RIA, LLC 42.757 0,22 3.215 0,41
2026-04-21 13F Delta Wealth Advisors LLC 20.198 6,29 1.519 6,45
2026-05-05 13F Tortoise Investment Management, LLC 13.846 16,88 1.041 17,10
2026-04-27 13F Pensionmark Financial Group, Llc 24.754 0,58 1.861 0,76
2026-04-22 13F Paul Damon & Associates, Inc. 107.561 127,00 8.088 127,42
2026-04-17 13F RFG Advisory, LLC 271.890 62,30 20.443 62,61
2026-05-04 13F Evernest Financial Advisors, LLC 12.050 0,00 967 0,62
2026-05-15 13F Chokshi & Queen Wealth Advisors, Inc 2.841 214
2026-05-12 13F Mission Financial Group, LLC 0 -100,00 0
2026-05-01 13F Citizens Financial Group Inc/ri 14.035 -19,69 1.055 -19,53
2026-05-11 13F TAGStone Capital, Inc. 35.278 15,97 2.653 16,16
2026-04-02 13F Noble Wealth Management PBC 1.050 0,00 79 0,00
2026-04-17 13F Stonehearth Capital Management, LLC 15.595 -0,06 1.173 0,09
2026-04-07 13F Park Avenue Securities Llc 26.430 -10,60 2 -50,00
2026-05-14 13F Bernard Wealth Management Corp. 389 0,00 29 0,00
2026-04-15 13F Sage Capital Management, LLC 17.343 -0,78 1.304 -0,61
2026-05-13 13F Kovitz Investment Group Partners, LLC 1.350.198 34,71 101.521 34,96
2026-04-10 13F Novem Group 3.630 -6,20 273 -6,21
2026-05-08 13F SHP Wealth Management 4.354 0,14 327 0,31
2026-05-15 13F Bank Of America Corp /de/ 4.893.236 -0,72 367.922 -0,53
2026-05-15 13F Huntington National Bank 25 -43,18
2026-04-15 13F Capital Advisory Group Advisory Services, LLC 0 -100,00 0
2026-05-07 13F First Command Advisory Services, Inc. 1.432.231 -1,97 107.690 -1,78
2026-05-08 13F Jackson Hole Capital Partners, LLC 142 0,00 11 0,00
2026-05-12 13F Community Bank, N.A. 155 12
2026-04-07 13F CoreCap Advisors, LLC 2.968 49,52 223 50,68
2026-04-28 13F Bfsg, Llc 153 0,00 12 0,00
2026-05-14 13F Kayne Anderson Rudnick Investment Management Llc 462 0,00 35 0,00
2026-04-22 13F Onyx Bridge Wealth Group LLC 66.284 1,32 4.984 1,51
2026-02-12 13F Grey Fox Wealth Advisors, LLC 0 -100,00 0
2026-04-28 13F Whittier Trust Co Of Nevada Inc 18.749 0,00 1.432 -1,10
2026-05-14 13F Empower Advisory Group, LLC 3.464 260
2026-05-15 13F Morgan Stanley 5.674.448 1,14 426.662 1,33
2026-05-12 13F Kovack Advisors, Inc. 18.008 -0,55 1.366 0,52
2026-05-15 13F Susquehanna International Group, Llp 5.032 378
2026-05-12 13F Summit Trail Advisors, Llc 4.250 0,00 320 0,31
2026-04-21 13F Decision Investments, Inc 3.064 -0,13 230 0,00
2026-05-13 13F Kingdom Financial Group LLC. 518 39
2026-05-07 13F Tidemark, LLC 156.276 -32,38 11.750 -32,25
2026-05-15 13F Susquehanna International Group, Llp Call 6.200 -3,12 466 -2,92
2026-04-22 13F Harbor Asset Planning, Inc. 8.567 0,15 644 0,47
2026-04-21 13F AEGON USA Investment Management, LLC 4.920 0,00 370 0,00
2026-05-07 13F Basepoint Wealth LLC 18.884 0,20 1.420 0,35
2026-05-08 13F Horizon Family Wealth, Inc. 20.998 59,86 1.579 60,20
2026-02-11 13F Manchester Capital Management LLC 0 -100,00 0
2026-05-11 13F Umb Bank N A/mo 2.643 0,00 199 0,00
2026-01-13 13F Stonehage Fleming Financial Services Holdings Ltd 0 -100,00 0
2026-04-03 13F Global Wealth Strategies & Associates 184 0,00 14 0,00
2026-04-24 13F KPP Advisory Services LLC 81.015 -7,95 6.092 -7,78
2026-02-13 13F Flow Traders U.s. Llc 0 -100,00 0
2026-02-13 13F Sei Investments Co 14.942 1.121
2026-05-15 13F Ancora Advisors, LLC 474 0,42 36 0,00
2026-04-29 13F Childress Capital Advisors, Llc 14.818 112,14 1.114 112,60
2026-05-08 13F Jackson, Grant Investment Advisers, Inc. 151 0,00 11 0,00
2026-04-17 13F CENTRAL TRUST Co 936 314,16 70 337,50
2026-05-06 13F Greenwood Gearhart Inc 16.542 -14,26 1.244 -14,10
2026-05-14 13F Synergy Investment Management, LLC 104.658 8,75 7.870 8,97
2026-04-21 13F Mayfair Advisory Group, LLC 28.533 -3,41 2.145 -3,68
2026-05-14 13F Regal Investment Advisors LLC 11.902 13,32 895 13,45
2026-05-11 13F MCF Advisors LLC 624 415,70 47 411,11
2026-04-14 13F Focus Financial Network, Inc. 240.986 0,63 18.120 0,81
2026-05-12 13F Investor's Fiduciary Advisor Network, LLC 6.321 0,89 0
2026-05-07 13F Symphony Financial Services, Inc. 11.295 -0,63 849 -0,47
2026-05-13 13F BNB Wealth Management, LLC 19.670 0,02 1.479 0,27
2026-05-14 13F Northern Trust Corp 37.575 59,24 2.825 59,60
2026-04-30 13F Cedar Mountain Advisors, LLC 141.220 -0,12 10.618 0,07
2026-05-14 13F PlanVest Financial, Inc 897 67
2026-05-14 13F Brown Brothers Harriman & Co 56.841 -18,92 4.274 -18,78
2026-05-04 13F Headland Capital, LLC 155.922 3,27 11.724 3,46
2026-04-27 13F Soltis Investment Advisors LLC 6.354 -6,50 478 -6,47
2026-05-14 13F Kane Investment Management, Inc. 16.002 21,64 1.203 21,88
2026-05-15 13F Fwl Investment Management, Llc 62 0,00 5 0,00
2026-04-23 13F Summit Wealth Group Llc / Co 319.573 -13,85 24.029 -13,69
2026-05-14 13F Captrust Financial Advisors 92.321 8,03 6.939 8,20
2026-05-12 13F TD Waterhouse Canada Inc. 26.271 1,09 1.987 1,95
2026-05-12 13F M&t Bank Corp 2.859 215
2026-05-15 13F Fiduciary Trust Co 5.705 0,00 429 0,00
2026-05-14 13F Islay Capital Management, Llc 0 -100,00 0
2026-05-11 13F CFO4Life Group, LLC 5.325 -13,44 400 -13,23
2026-05-13 13F Kraematon Investment Advisors, Inc 11.115 0,10 836 0,24
2026-04-10 13F AssuredPartners Investment Advisors, LLC 25.352 -1,08 1.936 0,68
2026-05-15 13F Advisor Group Holdings, Inc. 2.495.846 -0,31 187.690 -0,13
2026-04-23 13F Global Trust Asset Management, LLC 1.105 42,58 83 43,10
2026-05-14 13F Providence Capital Advisors, LLC 220 0,00 17 0,00
2026-05-04 13F Calamos Advisors LLC 2.706 203
2026-05-14 13F Prudential Plc 2.180 164
2026-05-15 13F AlphaCore Capital LLC 1.114 0,00 84 0,00
2026-01-29 13F Concurrent Investment Advisors, LLC 119.492 112,33 8.968 117,43
2026-05-13 13F Sagewood Asset Management LP 3.110 234
2026-04-17 13F Bell Investment Advisors, Inc 368 28
2026-05-13 13F Visionary Wealth Advisors 33.743 11,21 2.537 11,42
2026-02-17 13F Citadel Advisors Llc 0 -100,00 0
2026-05-15 13F Cerity Partners LLC 157.375 19,15 11.833 19,37
2026-04-29 13F Axxcess Wealth Management, Llc 0 -100,00 0
2026-05-13 13F NewEdge Wealth, LLC 80.716 43,31 6.069 43,61
2026-02-11 13F Simplex Trading, Llc 0 -100,00 0
2026-04-27 13F Truist Financial Corp 396.300 -4,15 29.798 -3,97
2026-05-05 13F West Michigan Advisors, Llc 27.054 -30,03 2.034 -29,89
2026-05-19 13F Silicon Valley Capital Partners 24.203 -7,08 1.820 -6,91
2026-04-22 13F Pinnacle Bancorp, Inc. 925 0,22 70 0,00
2026-04-22 13F Stone House Investment Management, LLC 2.805 74,12 211 75,00
2026-04-27 13F Tsfg, Llc 92.397 2,58 7 0,00
2026-04-10 13F Abound Wealth Management 465 338,68 35 385,71
2026-04-30 13F Prevail Innovative Wealth Advisors, Llc 126.937 -6,84 9.544 -6,67
2026-04-22 13F Apollon Wealth Management, LLC 4.400 11,45 331 11,49
2026-04-22 13F Spire Wealth Management 7.715 1,26 580 1,58
2026-04-22 13F Aspire Capital Advisors LLC 3.080 -2,10 232 -2,12
2026-04-08 13F Graves-Light Private Wealth Management, Inc. 246.520 4,01 18.536 4,21
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 39.149 301,28 2.944 302,05
2026-04-15 13F DAVENPORT & Co LLC 18.012 -27,46 1.354 -27,32
2026-05-05 13F Total Wealth Planning & Management, Inc. 3.020 0,00 227 0,44
2026-05-28 13F Henshaw Capital LLC 100.000 0,00 7.519 0,19
2026-04-27 13F PFG Investments, LLC 0 -100,00 0
2026-05-07 13F MONECO Advisors, LLC 32.740 -0,84 2.462 -0,69
2026-05-12 13F Tiaa-cref Individual & Institutional Services, Llc 6.944 522
2026-01-09 13F Park Place Capital Corp 0 -100,00 0
2026-04-28 13F LVZ Advisors, Inc. 3.431 -22,01 258 -22,12
2026-05-06 13F Kera Capital Partners, Inc. 12.891 0,00 969 -2,81
2026-04-10 13F Perigon Wealth Management, LLC 11.713 -8,05 881 -7,85
2026-05-14 13F Guardian Asset Advisors, LLC 6.109 -0,62 459 -0,43
2026-02-06 13F Pathway Financial Advisers, LLC 0 -100,00 0
2026-04-20 13F Ritholtz Wealth Management 2.681 0,00 202 0,00
2026-04-27 13F Sound Income Strategies, LLC 277 0,36 21 -4,76
2026-05-13 13F Buckingham Strategic Partners 131.179 1.556,51 9.863 1.560,44
2026-04-24 13F Bayban 87 0,00 7 0,00
2026-04-10 13F Green Ridge Wealth Planning LLC 0 -100,00 0
2026-05-15 13F Hyundai Investments Co., Ltd. 6.284 -16,71 462 -19,26
2026-04-17 13F Trinity Wealth Management, LLC 14.081 37,70 1.059 37,94
2026-05-14 13F Kilter Group LLC 197 0,00 15 0,00
2026-05-13 13F Ubs Asset Management Americas Inc 5.931 233,58 446 234,59
2026-02-13 13F LGT Financial Advisors LLC 0 -100,00 0
2026-05-15 13F Keating Financial Advisory Services, Inc. 0 -100,00 0
2026-05-15 13F Mercer Global Advisors Inc /adv 47.488 124,86 3.571 125,38
2026-05-14 13F Integrity Financial Corp /WA 25.816 -8,82 1.941 -8,62
2026-05-07 13F Cassaday & Co Wealth Management LLC 360 27
2026-05-08 13F Capital Developers, LLC 51.558 4,00 3.877 4,19
2026-05-15 13F Empowered Funds, LLC 7.237 -15,11 544 -14,87
2026-04-30 13F Sequoia Financial Advisors, LLC 548.918 -2,28 41.273 -2,10
2026-05-14 13F Redwood Financial Network Corp 12.062 -4,85 907 -4,73
2026-04-24 13F TSG Advice Partners, LLC 89.803 439,88 6.752 441,03
2026-05-11 13F Ashton Thomas Private Wealth, LLC 1.661 125
2026-05-07 13F Madison Asset Management, LLC 1.282.365 -5,87 96.421 -5,70
2026-02-03 13F Crossmark Global Holdings, Inc. 0 -100,00 0
2025-12-09 13F/A Tudor Investment Corp Et Al 0 -100,00 0
2026-05-11 13F Pinnacle Wealth Planning Services, Inc. 260 0,00 20 0,00
2026-05-14 13F Pinnacle Financial Partners, Inc. 30.685 2,28 2.307 2,49
2026-05-11 13F Fortis Capital Management LLC 0 -100,00 0
2026-05-15 13F Harbour Investments, Inc. 208.309 34,78 15.663 35,03
2026-04-30 13F Legacy Financial Advisors, Inc. 38.730 13,14 2.912 13,35
2026-04-17 13F Wealthbridge Capital Management, Llc 8.286 -0,60 623 -0,32
2026-04-16 13F Capital Advisors, Ltd. LLC 47.955 12,57 4 0,00
2026-04-29 13F KDK Private Wealth Management, LLC 8.003 2,33 590 0,51
2026-05-06 13F Quest 10 Wealth Builders, Inc. 245 18
2026-04-24 13F Tcfg Wealth Management, Llc 7.048 -0,07 530 0,00
2026-05-12 13F Ameritas Advisory Services, LLC 11.959 -9,65 899 -9,47
2026-05-06 13F Sound View Wealth Advisors Group, LLC 194.574 -1,31 14.630 -1,12
2026-05-14 13F Cambria Investment Management, L.P. 6.536 -6,95 491 -6,83
2026-05-01 13F Wealthspire Advisors, LLC 4.191 0,26 315 0,64
2026-04-28 13F PCG Wealth Advisors, LLC 7.353 553
2026-05-15 13F Ameriprise Financial Inc 8.820.059 2,59 663.439 2,80
2026-04-29 13F CVA Family Office, LLC 1.200 0,00 90 0,00
2026-04-29 13F Advance Capital Management, Inc. 13.814 -8,42 1.039 -8,30
2026-05-07 13F Next Capital Management LLC 9.528 -17,92 716 -17,80
2026-04-07 13F Bath Savings Trust Co 18.576 24,87 1.397 25,09
2026-05-12 13F Hager Investment Management Services, Llc 3.742 0,00 281 0,36
2026-04-14 13F Davidson Capital Management Inc. 205.732 -67,59 15.469 -67,53
2026-05-15 13F/A Arrowroot Family Office, LLC 6.332 0,38 476 0,63
2026-05-05 13F Beacon Bridge Wealth Partners, LLC 9.947 4,40 748 4,48
2026-05-13 13F J Hagan Capital, Inc. 3.295 248
2026-05-05 13F Rollins Financial Advisors, LLC 292.408 8,73 21.986 8,93
2026-02-17 13F National Asset Management, Inc. 0 -100,00 0
2026-04-07 13F Legacy Private Trust Co. 122.459 -1,82 9.208 -1,65
2026-04-24 13F Key FInancial Inc 16.587 1,60 1.247 1,80
2026-04-28 13F Golden State Wealth Management, LLC 135 -74,38 10 -74,36
2026-04-20 13F SILVER OAK SECURITIES, Inc 59.903 4.504
2026-04-28 13F Fortis Capital Advisors, LLC 8.279 622
2026-04-23 13F OakTrust Wealth Advisors, LLC 73.429 13,38 5.521 13,60
2026-05-05 13F MADDEN SECURITIES Corp 5.200 -49,02 391 -49,02
2026-04-28 13F Pennsylvania Capital Management Inc /adv 2.832 0,00 213 0,00
2026-05-15 13F/A Vermillion & White Wealth Management Group, LLC 18.268 -14,39 1.374 -14,24
2026-04-14 13F Prospera Financial Services Inc 49.658 0,77 3.734 0,95
2026-05-13 13F Balanced Rock Investment Advisor 68.344 3,13 5.139 3,32
2026-05-15 13F Qube Research & Technologies Ltd 209.182 -21,65 15.728 -21,51
2026-04-22 13F Independence Asset Advisors, LLC 982.253 73.856
2026-04-23 13F Impact Partnership Wealth, LLC 3.524 265
2026-04-24 13F Family Capital Trust Co 469 0,00 35 0,00
2026-05-01 13F Wingate Wealth Advisors, Inc. 25.664 16,97 1.930 17,19
2026-04-27 13F PAX Financial Group, LLC 16.045 1.206
2026-05-13 13F 1620 Investment Advisors, Inc. 166 12
2026-04-22 13F Sykon Capital Llc 142.099 10.684
2026-05-20 13F Cadia Private Client LLC 4.943 70,21 372 70,97
2026-05-12 13F Guerra Pan Advisors, Llc 3.316 249
2026-05-14 13F Pacific Financial Group Inc 56.987 0,73 4.285 0,89
2026-05-08 13F Curtis Advisory Group, LLC 39.992 192,49 3.007 192,98
2026-05-11 13F Westwood Wealth Management 0 -100,00 0
2026-05-21 13F Vestor Capital, Llc 4.988 63,81 0
2026-05-11 13F Evermay Wealth Management Llc 62 55,00 5 33,33
2026-05-14 13F Gladstone Institutional Advisory LLC 16.360 -11,33 1.230 -11,13
2026-04-24 13F Sage Investment Counsel LLC 22.285 5,10 1.676 5,28
2026-04-10 13F Cerro Pacific Wealth Advisors LLC 53.809 -2,91 4.046 -2,74
2026-05-29 13F Asset Dedication, LLC 52 0,00 4 0,00
2026-05-12 13F Tiaa Trust, National Association 0 -100,00 0
2026-04-17 13F High Net Worth Advisory Group LLC 60.809 -2,24 4.572 -2,06
2026-05-04 13F Nwam Llc 11.145 0,00 838 -2,67
2026-05-04 13F Envestnet Asset Management Inc 1.998.358 3,26 150.257 3,45
2026-05-15 13F Integrated Wealth Concepts LLC 18.479 20,76 1.389 20,99
2026-04-20 13F City State Bank 111 0,00 8 0,00
2026-04-21 13F Maltin Wealth Management, Inc. 4.269 0,00 321 0,00
2026-04-30 13F Money Concepts Capital Corp 46.652 -7,29 3.508 -7,12
2026-04-23 13F J.w. Cole Advisors, Inc. 51.272 0,28 3.855 14,19
2026-04-27 13F Nvwm, Llc 2.667 -23,10 201 -23,08
2026-05-13 13F Clearwater Capital Advisors, LLC 5.248 0,00 395 0,25
2026-04-22 13F Hoese & Co LLP 162.420 -15,74 12.212 -15,57
2026-05-01 13F Fifth Third Bancorp 406.396 10,06 30.557 10,27
2026-05-15 13F Change Path, LLC 34.994 145,92 2.631 146,58
2026-05-18 13F Strategic Investment Advisors / MI 7.764 -12,89 584 -12,72
2026-05-13 13F Dynamic Wealth Strategies, LLC 94.153 2,28 7.079 2,48
2026-05-08 13F Opus Financial Solutions LLC 4.272 -3,48 321 -3,31
2026-04-17 13F Burns J W & Co Inc/ny 38.046 0,01 2.861 0,18
2026-04-08 13F NorthCrest Asset Manangement, LLC 18.678 -4,04 1.415 -4,65
2026-05-12 13F Colonial Trust Co / SC 2.476 0,00 182 -3,21
2026-05-04 13F Sterling Group Wealth Management, LLC 231.299 -14,82 17.391 -14,66
2026-04-17 13F Richards, Merrill & Peterson, Inc. 1.165 0,00 88 0,00
2026-05-04 13F Hibernia Wealth Partners, LLC 6.474 -8,01 487 -7,95
2026-04-30 13F Kestra Advisory Services, LLC 455.118 363,13 34.220 364,00
2026-04-30 13F Owen LaRue, LLC 15.114 -3,70 1.136 -3,48
2026-04-21 13F GHP Investment Advisors, Inc. 29.891 0,51 2.247 0,72
2026-04-06 13F GAMMA Investing LLC 54 4
2026-04-29 13F/A Salem Investment Counselors Inc 215 16
2026-05-11 13F Potentia Wealth 24.706 -0,23 1.858 -0,05
2026-05-12 13F IFG Advisory, LLC 0 -100,00 0
2026-05-15 13F Aqr Capital Management Llc 68.253 105,34 5.132 105,73
2026-05-12 13F Riggs Asset Managment Co. Inc. 36.359 352,11 2.734 353,23
2026-01-07 13F Magnus Financial Group LLC 0 -100,00 0
2026-05-08 13F Generation Capital Management LLC 38.273 -5,74 2.878 -5,58
2026-05-27 13F Security Financial Services, INC. 109.026 -1,05 8.198 -0,87
2026-04-30 13F ATX Financial Planning, LLC 6.681 -1,89 502 -1,76
2026-05-13 13F Envision Financial Transparency, LLC 29.124 2
2026-05-12 13F Leavell Investment Management, Inc. 71.883 48,06 5.405 48,34
2026-04-16 13F Sheets Smith Wealth Management 22.059 5,88 1.659 6,08
2026-04-27 13F Latitude Advisors, LLC 5.126 1,44 385 1,58
2026-05-08 13F SYM FINANCIAL Corp 566 28,05 43 27,27
2026-04-07 13F Fragasso Group Inc. 27.562 -12,59 2.105 -11,03
2026-04-07 13F Orgel Wealth Management, LLC 398.406 -1,07 29.956 -0,89
2026-05-15 13F Goldman Sachs Group Inc 61.037 4.589
2026-05-11 13F Sage Mountain Advisors LLC 151.843 0,02 11.417 0,21
2026-05-15 13F NorthRock Partners, LLC 224.229 -18,06 16.860 -17,91
2026-02-17 13F Running Point Capital Advisors, LLC 12.391 -3,17 930 -0,85
2026-05-08 13F Resources Investment Advisors, LLC. 12.607 5,34 948 5,46
2026-05-12 13F Thoroughbred Financial Services, Llc 83.540 19,50 6 20,00
2026-05-11 13F Jackson Wealth Management, LLC 147.594 1,30 11.098 1,49
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