USMV - iShares Trust - iShares MSCI USA Min Vol Factor ETF Azioni - Prezzo delle azioni, proprietà istituzionale, azionisti

iShares Trust - iShares MSCI USA Min Vol Factor ETF
MX ˙ BMV ˙ US46429B6974
Statistiche di base
Proprietari istituzionali 1388 total, 1386 long only, 1 short only, 1 long/short - change of -4,14% MRQ
Allocazione media del portafoglio 2.0371 % - change of -8,99% MRQ
Azioni istituzionali (Long) 171.235.011 (ex 13D/G) - change of -14,71MM shares -3,97% MRQ
Valore istituzionale (Long) $ 15.513.738 USD ($1000)
Proprietà istituzionale e azionisti

iShares Trust - iShares MSCI USA Min Vol Factor ETF (MX:USMV) ha 1388 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 171,235,011 azioni. I maggiori azionisti includono Fmr Llc, Raymond James Financial Inc, Bank Of America Corp /de/, Morgan Stanley, LPL Financial LLC, Pnc Financial Services Group, Inc., Wealth Enhancement Advisory Services, Llc, Catalyst Capital Advisors LLC, Millburn Ridgefield Corp, and Envestnet Asset Management Inc .

(iShares Trust - iShares MSCI USA Min Vol Factor ETF (BMV:USMV) 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
(%)
2026-04-09 13F Avenue 1 Advisors, LLC 7.830 3,93 726 2,40
2026-04-13 13F Ironwood Wealth Management, Inc. 136.874 0,35 12.847 -0,48
2026-05-15 13F Rehmann Capital Advisory Group 328.555 6,64 30.465 3,50
2026-04-27 13F JB Capital LLC 8.721 15,11 809 13,32
2026-05-14 13F Gts Securities Llc 51.300 -5,70 4.758 -7,13
2026-04-22 13F CrossGen Wealth, LLC 350 -53,08 32 -54,29
2026-04-27 13F Greenleaf Trust 3.406 -31,89 316 -32,98
2026-05-04 13F One Wealth Capital Management, Llc 3.879 0,49 364 0,00
2026-05-11 13F RWM Asset Management, LLC 8.302 -25,56 770 -27,79
2026-04-21 13F Financial Consulate, Inc 220 228,36 20 233,33
2026-04-29 13F Unified Investment Management 2.578 15,71 239 14,35
2026-05-11 13F Delta Asset Management Llc/tn 1.488 0,00 138 -2,14
2026-01-06 13F Tucker Asset Management Llc 0 -100,00 0 -100,00
2026-04-06 13F CX Institutional 33.734 -4,68 3 0,00
2026-04-30 13F Beacon Financial Group 4.069 -0,25 377 -1,82
2026-05-08 13F Banco Santander, S.A. 3.449 0,00 320 -1,54
2026-05-15 13F Silver Grove Financial Group, Inc. 6.270 113,41 581 110,51
2026-01-07 13F Yeomans Consulting Group, Inc. 39.679 2,06 3.736 1,19
2026-04-24 13F Financial Life Planners 44 4
2026-01-20 13F Global Trust Asset Management, LLC 0 -100,00 0 -100,00
2026-05-05 13F BCGM Wealth Management, LLC 15.592 -8,17 1.446 -9,57
2026-05-07 13F Vision Retirement, LLC 3.091 -4,04 287 -5,61
2026-04-08 13F Thompson Investment Management, Inc. 3.911 0,00 363 -1,63
2026-05-08 13F Valeo Financial Advisors, LLC 2.507 -56,54 233 -57,27
2026-04-20 13F Friedenthal Financial 21.249 1,94 1.971 0,41
2026-05-13 13F Allred Capital Management, LLC 68.197 0,01 6.325 -1,50
2026-04-29 13F Richmond Investment Services, LLC 8.311 0,25 771 -1,28
2026-04-06 13F Trust Co of the South 5.195 0,00 482 -1,64
2026-05-01 13F Diversify Wealth Management, Llc 113.676 583,19 10.672 580,55
2026-01-16 13F Hopwood Financial Services, Inc. 0 -100,00 0
2026-05-05 13F Smith, Moore & Co. 12.602 -4,96 1.169 -6,41
2026-05-15 13F Warren Averett Asset Management, LLC 61.808 -4,24 5.732 -5,68
2026-05-11 13F Blue Bell Private Wealth Management, Llc 3.146 204,55 292 200,00
2026-04-15 13F Client 1st Advisory Group, Llc 6.924 -2,40 642 -3,75
2026-04-29 13F Duncker Streett & Co Inc 767 0,00 71 -1,39
2026-05-13 13F Crews Bank & Trust 420 0,00 39 -2,56
2026-05-14 13F Select Asset Management & Trust 13.829 -80,36 1 -83,33
2026-05-13 13F Headlands Technologies LLC 4.011 0,00 372 -1,59
2026-04-01 13F Bangor Savings Bank 1.397 0,00 130 -1,53
2026-04-16 13F Beese Fulmer Investment Management, Inc. 2.442 0,00 226 -1,31
2026-05-08 13F Guidance Capital, Inc 5.087 0,00 481 -0,21
2026-04-22 13F JNBA Financial Advisors 1.082 0,00 100 -0,99
2026-04-29 13F Cary Street Partners Financial Llc 27.941 -1,88 2.591 -3,36
2026-04-17 13F/A Founders Financial Securities Llc 150.485 -17,21 14.125 -17,48
2026-05-04 13F Barrett & Company, Inc. 177.987 1,68 16.506 0,15
2026-05-05 13F D.a. Davidson & Co. 140.014 0,43 12.985 -1,09
2026-04-29 13F Kaydan Wealth Management, Inc. 15.429 -1,08 1.431 -2,59
2026-05-15 13F Strive Financial Group ,LLC 57 0,00 5 0,00
2026-04-16 13F Sterling Investment Counsel, LLC 3.350 -14,93 311 -15,30
2026-05-05 13F Putnam Fl Investment Management Co 5.688 0,00 528 -1,50
2026-05-14 13F Foster Dykema Cabot & Partners, Llc 35 0,00 3 0,00
2026-05-06 13F Cornerstone Planning Group LLC 1.929 1,53 182 1,11
2026-05-11 13F TD Capital Management LLC 131.500 -3,06 12.195 -4,53
2026-04-15 13F Atwood & Palmer Inc 0 -100,00 0
2026-04-27 13F Qrg Capital Management, Inc. 5.079 0,67 471 -0,84
2026-02-13 13F Platform Technology Partners 0 -100,00 0 -100,00
2026-04-24 13F Cassia Capital Partners, LLC 239.019 5,07 22.167 3,47
2026-05-15 13F Inspire Advisors, LLC 10.592 97,13 982 94,46
2026-05-15 13F Talisman Wealth Advisors LLC 0 -100,00 0
2026-05-01 13F Jmac Enterprises Llc 111.216 2,33 10.314 0,79
2026-04-09 13F VERITY Wealth Advisors 12.102 0,00 1.122 -1,49
2026-05-06 13F Gerber Kawasaki Wealth & Investment Management 114.115 -4,74 10.583 -6,17
2026-05-06 13F Intentional Wealth Strategies, LLC 66 6
2026-05-14 13F Tempo Wealth, LLC 4.508 -0,97 418 -2,34
2026-04-22 13F Traphagen Investment Advisors Llc 7.020 -10,42 651 -11,67
2026-04-07 13F Hobart Private Capital, LLC 4.173 0,00 387 -1,28
2026-05-08 13F Vanguard National Trust Co 18.480 1.714
2026-05-11 13F WFA of San Diego, LLC 7.760 -2,99 720 -4,52
2026-04-15 13F Radnor Capital Management, LLC 6.434 0,00 597 -1,49
2026-05-12 13F Laurel Wealth Advisors LLC 0 -100,00 0
2026-04-24 13F Wagner Wealth Management, Llc 2.711 0,22 251 -1,18
2026-04-30 13F First Horizon Corp 175 -42,62 16 -42,86
2026-05-11 13F Atlas Legacy Advisors, LLC 14.854 4,80 1.378 3,22
2026-05-15 13F Shepherd Kaplan Krochuk, Llc 77.426 -2,09 7.180 -3,57
2026-04-20 13F Inscription Capital, LLC 10.462 -28,30 970 -29,35
2026-04-21 13F WT Wealth Management 12.387 -0,34 1.149 -1,88
2026-05-15 13F MidFirst Bank 87 0,00 8 0,00
2026-04-09 13F Clarity Capital Advisors, LLC 0 -100,00 0
2026-04-28 13F Winthrop Capital Management, LLC 101.805 -9,49 9 -10,00
2026-04-29 13F Invested Advisors 4.207 9,44 390 8,03
2026-05-14 13F Marshall Wace, Llp 104.200 9.664
2026-01-21 13F Future Financial Wealth Managment LLC 0 -100,00 0
2026-05-01 13F Anchor Investment Management, LLC 1.995 0,20 185 -1,60
2026-04-28 13F Golden State Wealth Management, LLC 23.342 -18,54 2.165 -19,79
2026-04-14 13F Papp L Roy & Associates 78.980 -0,13 7.325 -1,64
2026-05-14 13F Us Bancorp \de\ 707.715 -2,88 65.633 -4,34
2026-05-08 13F Maia Wealth LLC 13.055 -2,76 1.211 -5,32
2026-01-20 13F Austin Private Wealth, LLC 6.528 11,99 615 10,83
2026-05-08 13F Sofos Investments, Inc. 124 -1,59 12 0,00
2026-01-21 13F Erickson Financial Group, LLC 0 -100,00 0 -100,00
2026-04-27 13F Nvwm, Llc 0 -100,00 0
2026-05-08 13F Elevation Capital Advisory, LLC 25.569 25,41 2.371 23,55
2026-04-10 13F Capital Advantage, Inc. 2.595 0,00 241 -1,64
2026-04-21 13F Valley Forge Investment Consultants Inc Adv 7.256 0,00 673 -1,61
2026-04-16 13F Capital Advisors, Ltd. LLC 233.687 -3,46 22 -4,55
2026-05-07 13F Advisor Resource Council 10.199 -10,24 946 -11,60
2026-02-13 13F Sei Investments Co 1.531.309 1,74 144.186 0,69
2026-04-21 13F Morey & Quinn Wealth Partners, LLC 2.347 0,00 218 -1,36
2026-04-08 13F Exchange Bank 6.100 -3,17 566 -4,72
2026-04-30 13F Mascoma Wealth Management LLC 76.590 213,82 7.103 209,05
2026-04-17 13F Krilogy Financial LLC 8.783 -0,58 829 -1,66
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 122.252 0,27 11.338 -1,25
2026-04-27 13F CWS Financial Advisors, LLC 2.518 0,00 234 -1,69
2026-05-14 13F Bridgewater Advisors Inc. 2.530 0,00 239 0,00
2026-05-15 13F Morgan Stanley 12.748.910 -16,33 1.182.334 -17,59
2026-04-21 13F Avaii Wealth Management, Llc 9.907 -6,38 919 -7,83
2026-04-06 13F GAMMA Investing LLC 4.416 -2,50 410 -3,99
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 1.336.870 -5,76 124 -7,52
2026-04-28 13F Howe & Rusling Inc 213 -45,24 20 -47,22
2026-05-07 13F Tacita Capital Inc 30.517 -4,83 2.830 -6,26
2026-05-08 13F StrongBox Wealth, LLC 8.507 -5,39 789 -6,86
2026-05-12 13F Bellwether Advisors, LLC 103.565 -0,58 9.605 -2,08
2026-04-27 13F Beacon Advisors Holdings, Llc 134.186 1,82 12.444 0,28
2026-04-28 13F Opes Wealth Management LLC 8.940 -5,19 829 -6,54
2026-02-17 13F Snowden Capital Advisors LLC 99.809 0,88 9.398 -0,16
2026-02-11 13F TruNorth Capital Management, LLC 0 -100,00 0
2026-05-14 13F Diversified Enterprises, LLC 33.747 -3,46 3.130 -4,92
2026-04-16 13F Strategic Advisory Partners, Llc 539 50
2026-05-13 13F Boston Family Office Llc 3.389 0,00 0
2026-04-24 13F Boston Trust Walden Corp 2.767 0,00 257 -1,54
2026-05-04 13F Mirae Asset Global Investments Co., Ltd. 45.000 -43,75 4.173 -44,60
2026-05-14 13F Guilbault Capital LLC 3.177 7,99 295 6,14
2026-04-22 13F Kennedy Investment Group 116.705 -0,44 10.823 -1,94
2026-04-15 13F NorthAvenue LLC 42 2,44 4 0,00
2026-04-30 13F Dara Capital Us, Inc. 5.749 0,00 533 -1,48
2026-01-23 13F Bowman & Co S.C. 31.020 0,27 2.922 -0,78
2026-04-10 13F Armstrong Advisory Group, Inc 11.599 -1,76 1.076 -3,24
2026-04-27 13F Turtle Creek Wealth Advisors, LLC 1.334 124
2026-04-13 13F Community Trust & Investment Co 5.424 0,00 503 -1,37
2026-04-07 13F Investment Partners Asset Management, Inc. 8.003 0,51 742 -0,93
2026-04-21 13F Decker Retirement Planning Inc. 117 11
2026-02-06 13F Mach-1 Financial Group, Inc. 0 -100,00 0
2026-05-15 13F AlphaCore Capital LLC 57.470 -1,74 5.330 -3,23
2026-04-07 13F Agate Pass Investment Management, LLC 5.832 0,00 541 -1,64
2026-04-28 13F Stephens Inc /ar/ 19.616 -0,67 1.819 -2,15
2026-04-13 13F Pettinga Financial Advisors, LLC 0 -100,00 0
2026-04-21 13F Trueblood Wealth Management, LLC 2.471 0,41 229 -0,87
2026-04-24 13F Ledyard National Bank 4.877 12,04 452 10,51
2026-05-15 13F Wealth Watch Advisors, INC 0 -100,00 0
2026-04-29 13F CVA Family Office, LLC 5.982 0,00 555 -1,60
2026-05-14 13F Roehl & Yi Investment Advisors, LLC 46.783 -3,34 4.339 -4,81
2026-05-14 13F Financial Sense Advisors, Inc. 8.456 0,30 784 -1,13
2026-05-09 13F MSH Capital Advisors LLC 2.320 -3,77 215 -5,29
2026-05-01 13F/A Lodestone Wealth Management LLC 2.014 -1,80 187 -3,63
2026-05-11 13F Salomon & Ludwin, LLC 2.086 -4,97 195 -5,83
2026-04-20 13F Financial Enhancement Group LLC 91.076 -55,28 8.639 -55,03
2026-05-13 13F BCJ Capital Management, LLC 9.706 8,21 900 6,64
2026-02-17 13F High Falls Advisors, Inc 9.112 -6,85 858 -7,74
2026-05-13 13F Daiwa Securities Group Inc. 37.990 8,89 3.523 117.333,33
2026-05-12 13F Partners Capital Investment Group, Llp 29.465 0,42 2.733 -1,09
2026-01-29 13F Vanguard Group Inc 22.113 1,25 2.082 0,24
2026-04-10 13F Country Trust Bank 36 0,00 3 0,00
2026-04-08 13F Shore Point Advisors, LLC 75.931 0,32 7.042 -1,19
2026-04-21 13F Wesbanco Bank Inc 5.362 6,96 497 5,30
2026-04-28 13F Goldstein Advisors, LLC 11.814 0,87 1.096 -0,64
2026-05-15 13F Brown Advisory Inc 15.283 -2,24 1.417 -3,74
2026-04-28 13F Pine Harbor Wealth Management, LLC 2.911 0,00 270 -1,82
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2.980 -8,14 276 -9,51
2026-05-15 13F Advisor Group Holdings, Inc. 818.745 -16,00 75.952 -17,27
2026-05-14 13F Hazlett, Burt & Watson, Inc. 933 -7,53 0
2026-05-07 13F Tidemark, LLC 680 0,00 63 -1,56
2026-04-14 13F Legacy Trust 4.265 0,00 396 -1,50
2026-04-23 13F Farmers & Merchants Investments Inc 85 0,00 8 -12,50
2026-04-30 13F BRYN MAWR TRUST Co 4.368 50,88 405 48,90
2026-04-13 13F Bouchey Financial Group Ltd 7.193 0,00 675 -0,30
2026-04-17 13F Cornell Pochily Investment Advisors, Inc. 6.457 0,17 599 -1,32
2026-05-12 13F M Holdings Securities, Inc. 46.323 -16,69 4 -20,00
2026-05-15 13F Mcdonald Partners Llc 14.500 0,00 1.345 -1,54
2026-05-13 13F Ubs Asset Management Americas Inc 26.260 371,62 2.435 364,69
2026-04-13 13F Hm Payson & Co 5 0
2026-05-06 13F Lockheed Martin Investment Management Co 104.200 9.664
2026-05-14 13F Safeguard Investment Advisory Group, LLC 13.405 -12,41 1.243 -13,74
2026-04-17 13F Mainstream Capital Management LLC 5.625 -0,05 522 -1,51
2026-02-10 13F Baker Avenue Asset Management, LP 0 -100,00 0
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 20.400 3,60 1.892 2,00
2026-04-08 13F Icapital Wealth Llc 2.165 0,00 201 -1,47
2026-05-08 13F Minot DeBlois Advisors LLC 608 7,61 56 5,66
2026-05-14 13F Fca Corp /tx 3.268 0,15 303 -1,30
2026-02-13 13F SYM FINANCIAL Corp Call 0 -100,00 0 -100,00
2026-05-14 13F Hilltop Holdings Inc. 9.700 8,65 900 7,02
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 2.170 201
2026-05-12 13F/A Ogorek Anthony Joseph /ny/ /adv 1.595 13,68 0
2026-06-02 13F Norris Financial Group, LLC 0 -100,00 0 -100,00
2026-01-29 13F Comerica Bank 186.307 -8,15 17.543 -9,10
2026-04-22 13F TPG Advisors LLC 22.743 -5,13 2.109 -6,56
2026-05-12 13F Anchor Capital Advisors Llc 0 -100,00 0
2026-04-15 13F AlphaStar Capital Management, LLC 4.110 -8,01 381 -9,29
2026-05-13 13F Cynosure Management, Llc 15.854 0,27 1.470 -1,21
2026-05-15 13F MAI Capital Management 698.393 -2,01 64.769 -3,49
2026-04-20 13F Jfs Wealth Advisors, Llc 2.403 -57,15 223 -57,95
2026-04-20 13F White Pine Investment CO 129.715 -0,89 12 0,00
2026-05-12 13F/A Signature Securities Group Corporation 4.948 12,33 459 10,63
2026-04-16 13F Blue Zone Wealth Advisors, LLC 4.036 1,08 374 -0,27
2026-05-14 13F Roof Eidam & Maycock/adv 20.822 -2,51 1.931 -3,98
2026-05-14 13F B&l Asset Management Llc 3.123 0,00 290 -1,70
2026-04-23 13F Emerald Advisors, LLC 15.438 -51,05 1.432 -51,80
2026-01-29 13F New Century Financial Group, LLC 0 -100,00 0
2026-04-10 13F Centurion Wealth Management LLC 23.041 0,20 2.137 -1,34
2026-05-07 13F Zevin Asset Management Llc 0 -100,00 0
2026-04-07 13F First Citizens Financial Corp 9.310 7,79 863 6,15
2026-05-11 13F Rossby Financial, LCC 14.979 436,69 1.388 429,77
2026-05-14 13F StoneX Group Inc. 6.969 -13,19 646 -14,55
2026-04-13 13F 5T Wealth, LLC 16.475 -4,09 1.528 -5,57
2026-05-12 13F Absolute Capital Management, LLC 2.258 -0,35 209 -1,88
2026-05-15 13F Cape Investment Advisory, Inc. 0 -100,00 0
2026-04-29 13F CFS Investment Advisory Services, LLC 14.194 -4,60 1.346 -3,93
2026-05-06 13F Fidelis Capital Partners, LLC 41.910 0,00 3.887 -1,52
2026-04-07 13F Plus Group Wealth Advisors LLC 2.189 0,00 203 -1,94
2026-02-17 13F Balyasny Asset Management Llc 0 -100,00 0
2026-05-13 13F Calton & Associates, Inc. 31.317 -14,47 2.904 -15,75
2026-01-09 13F Appleton Partners Inc/ma 0 -100,00 0
2026-05-13 13F Mairs & Power Inc 3.884 360
2026-05-07 13F Marshall & Sterling Wealth Advisors Inc. 2.450 0,29 227 -1,30
2026-05-13 13F Natixis Advisors, L.p. 27.260 -15,85 3 -33,33
2026-05-11 13F Elevate Wealth Advisory, Inc 18.381 -2,04 1.705 -3,51
2026-05-04 13F Sigma Planning Corp 156.526 4,04 14.516 2,47
2026-05-15 13F Glen Eagle Advisors, LLC 2.193 0,05 203 -1,46
2026-05-11 13F Foundations Investment Advisors, LLC 65.695 25,77 6.093 23,87
2026-04-22 13F Janney Montgomery Scott LLC 617.480 -8,04 57 -9,52
2026-04-29 13F Financial Life Advisors 5.602 -0,53 520 -2,08
2026-05-15 13F PFG Private Wealth Management, LLC 5.979 -2,29 554 -3,82
2026-05-07 13F Key Capital Management, INC 106 -56,73 10 -60,87
2026-05-15 13F Weaver Consulting Group 38.328 -1,13 3.555 -2,63
2026-04-16 13F Southern Capital Advisors, Llc 4.033 0,42 374 -1,06
2026-01-22 13F O'Brien Wealth Partners LLC 9.119 -10,51 859 -11,46
2026-04-17 13F Defined Wealth Management, Llc 34.230 0,78 3.174 -0,75
2026-04-20 13F Longview Financial Advisors, Inc. 1.401 130
2026-04-20 13F Courier Capital Llc 103.911 14,31 9.637 12,58
2026-05-15 13F Westwood Holdings Group Inc 2.359 0,00 219 -1,80
2026-05-04 13F Westside Investment Management, Inc. 2.134 -12,47 198 -13,54
2026-04-28 13F/A First Citizens Asset Management, Inc. 71.107 -49,20 5.147 -50,54
2026-05-05 13F Capital Investment Advisory Services, LLC 30.955 5,09 2.871 3,50
2026-05-14 13F HighPoint Advisor Group LLC 19.249 -7,32 1.785 -8,70
2026-04-10 13F Insight Wealth Strategies, LLC 19.475 -84,98 1.806 -85,20
2026-05-14 13F Cowa, Llc 19.075 -2,09 1.769 -3,54
2026-05-06 13F IMA Wealth, Inc. 149 0,00 14 -7,14
2026-05-12 13F Creative Planning 327.516 30,84 30.374 28,87
2026-04-28 13F Bogart Wealth, LLC 235 0,00 22 -4,55
2026-05-05 13F Black Diamond Financial, LLC 18.447 2,32 1.711 0,77
2026-05-11 13F Pathstone Holdings, LLC 33.929 -5,75 3.147 -7,17
2026-04-16 13F EdgeRock Capital LLC 7.846 0,00 728 -1,49
2026-05-14 13F Fort Point Capital Partners LLC 10.665 -0,32 989 -2,18
2026-04-01 13F Rowland & Co Investment Counsel/adv 3.632 0,00 337 -1,47
2026-04-13 13F CGC Financial Services, LLC 68 0,00 6 0,00
2026-05-12 13F Virtue Asset Management Llc 4.624 0,00 429 -1,61
2026-04-13 13F Bay Rivers Group 105.608 2,42 9.794 0,88
2026-02-17 13F MGB Wealth Management, LLC 25.037 0,08 2.359 -0,80
2026-05-11 13F Stillwater Wealth Management Group 0 -100,00 0
2026-05-15 13F Palisade Capital Management Llc/nj 0 -100,00 0
2026-04-30 13F Independence Bank of Kentucky 63.517 -2,04 5.891 -3,52
2026-04-17 13F Outlook Wealth Advisors, LLC 4.114 0,00 382 -1,55
2026-05-14 13F CIBC World Markets Inc. 10.222 0,61 948 -0,94
2026-05-01 13F First Business Financial Services, Inc. 8.694 0,00 806 -1,47
2026-05-12 13F Moneta Group Investment Advisors Llc 9.378 0,48 870 -1,03
2026-04-28 13F Bryant Woods Investment Advisors, LLC 8.134 -2,48 754 -3,95
2026-05-05 13F Bcm Advisors, Llc 29.264 -14,20 2.761 -14,68
2026-04-30 13F Relyea Zuckerberg Hanson LLC 6.101 0,41 566 -1,22
2026-05-04 13F Alta Wealth Advisors LLC 7.557 -2,30 701 -3,85
2026-04-16 13F Triad Wealth Partners, LLC 2.200 204
2026-05-12 13F Centric Wealth Management 16.500 -1,20 1.557 -2,26
2026-01-13 13F Stephens Consulting, LLC 1.348 0,00 127 -1,56
2026-05-12 13F Jeter Robert S II 6.474 609
2026-05-13 13F Old North State Trust, LLC 5.192 0,00 0
2026-04-29 13F Rockwood Wealth Management, LLC 3.144 -1,96 292 -3,32
2026-05-13 13F Keystone Financial Group 40.139 3,37 3.725 1,86
2026-04-03 13F Investors Research Corp 186 -31,37 17 -32,00
2026-04-09 13F Kelly Financial Group Llc 92.037 3,10 8.535 1,55
2026-05-04 13F Calamos Wealth Management LLC 92.811 -2,50 8.607 -3,97
2026-02-17 13F BTG Pactual Asset Management US LLC 0 -100,00 0
2026-04-28 13F B.O.S.S. Retirement Advisors, LLC 0 -100,00 0
2026-05-11 13F United Bank 4.018 -33,03 373 -34,04
2026-05-13 13F Alpha Financial Partners, LLC 2.670 0,56 248 -0,80
2026-04-10 13F High Probability Advisors, LLC 393.657 2,92 36.508 1,37
2026-05-15 13F Destination Wealth Management 4.601 21,91 427 20,00
2026-05-14 13F JustInvest LLC 4.668 -2,36 433 -4,00
2026-05-12 13F/A Granite FO LLC 6.543 -58,65 607 -59,30
2026-04-22 13F Storen Legacy Partners, LLC 2.633 0,00 244 -1,21
2026-05-07 13F Legacy Wealth Managment, LLC/ID 215 -5,29 20 -9,52
2026-05-15 13F Perennial Investment Advisors, LLC 13.838 -1,66 1.283 -3,17
2026-05-13 13F Bank Of Montreal /can/ 64.016 -10,43 5.937 -11,78
2026-04-15 13F BDFS Capital LLC 2.747 -0,11 255 -1,55
2026-04-15 13F Merit Financial Group, LLC 173.406 24,17 16.082 22,30
2026-05-12 13F Atlantic Union Bankshares Corp 895 0,00 83 -1,19
2026-05-11 13F Commerce Bank 43.851 -4,31 4.067 -5,77
2026-05-15 13F Ascent Group, LLC 96.445 -8,60 8.944 -9,97
2026-04-16 13F Heck Capital Advisors, LLC 7.042 1,51 653 0,00
2026-04-08 13F Ccg Wealth Management, Llc 15.984 -0,39 1.482 -1,85
2026-04-23 13F waypoint wealth counsel 0 -100,00 0
2026-04-24 13F Crux Wealth Advisors 2.651 -3,35 246 -5,04
2026-05-12 13F CIBC Bancorp USA Inc. 16.098 -7,70 1.493 -10,07
2026-04-24 13F Flagship Private Wealth, LLC 103.595 1,78 9.607 0,24
2026-04-17 13F Berman McAleer LLC 28.817 2,64 2.672 1,10
2026-04-02 13F Collective Family Office Llc 5.742 0,00 533 -1,48
2026-02-13 13F Colony Group, LLC 1.225.619 8,95 115.410 7,83
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 142 13
2026-04-09 13F ASL Financial, LLC 3.287 0,00 305 -1,62
2026-04-17 13F Brown, Lisle/cummings, Inc. 839 0,00 78 -2,53
2026-04-08 13F Fermata Advisors, LLC 3.658 -0,14 339 -1,45
2026-04-13 13F Foster Group, Inc. 33.615 -2,63 3.117 -4,09
2026-04-15 13F Retireful, LLC 3.070 285
2026-05-15 13F Concentric Capital Strategies, LP 0 -100,00 0
2026-04-22 13F Morris Retirement Advisors, LLC 2.289 212
2026-04-28 13F Oversea-Chinese Banking CORP Ltd 9.640 22,91 894 21,14
2026-04-28 13F Westfuller Advisors, LLC 744 0,54 69 -1,45
2026-05-07 13F Johnson Financial Group, Inc. 32.808 -2,38 3.043 -3,86
2026-04-20 13F Cardinal Strategic Wealth Guidance 38.174 5,16 3.540 3,57
2026-02-10 13F Bridges Investment Management Inc 0 -100,00 0
2026-02-25 13F Kw Wealth Management Llc 13.553 0,81 1.276 -0,23
2026-04-27 13F HB Wealth Management, LLC 20.867 10,50 1.935 8,83
2026-05-08 13F Atlantic Private Wealth, LLC 1.912 0,00 177 -1,67
2026-04-22 13F M3 Advisory Group, LLC 2.641 0,04 245 -1,61
2026-04-21 13F Alpine Bank Wealth Management 42.657 -9,94 3.956 -11,28
2026-05-07 13F Commonwealth Financial Services, LLC 2.526 0,00 234 -1,27
2026-05-15 13F IHT Wealth Management, LLC 81.233 -11,69 7.534 -13,02
2026-04-17 13F Stewardship Advisors, LLC 4.139 -13,08 384 -14,51
2026-04-29 13F/A Perryman Financial Advisory Inc /ad 32.192 -4,32 2.986 -5,78
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 945 -35,63 88 -36,96
2026-05-13 13F Transcend Wealth Collective, Llc 10.678 -0,22 990 -1,69
2026-05-13 13F Capital Advisor Network LLC 42.458 3.938
2026-02-17 13F Forefront Analytics, LLC 0 -100,00 0
2026-04-30 13F Millstone Evans Group, LLC 1.782 0,00 165 -1,20
2026-05-14 13F Mill Creek Capital Advisors, LLC 2.552 0,08 237 -1,67
2026-05-14 13F Baird Financial Group, Inc. 87.132 -13,22 8.081 -14,53
2026-02-13 13F Harborfront Financial Group LLC 3.628 342
2026-05-15 13F Walsh & Associates, LLC 1.085 -31,55 101 -32,89
2026-05-11 13F Daymark Wealth Partners, Llc 2.712 -41,18 252 -42,17
2026-04-27 13F Revisor Wealth Management LLC 3.273 0,00 304 -2,26
2026-05-04 13F Mml Investors Services, Llc 365.834 -28,02 33.927 -29,11
2026-05-05 13F Plante Moran Financial Advisors, LLC 334 -33,99 31 -36,17
2026-05-01 13F Lester Murray Antman dba SimplyRich 217.943 -1,26 20 0,00
2026-04-24 13F Essex Financial Services, Inc. 76.155 -0,14 7.063 -1,64
2026-04-08 13F Warner Financial, Inc 5.501 0,00 510
2026-05-07 13F CFG Wealth Management Services, Inc. 1.429 0,00 133 -1,49
2026-05-07 13F First National Trust Co 2.376 -0,38 220 -1,79
2026-05-15 13F Jones Financial Companies Lllp 1.159.498 14,94 105.660 11,24
2026-04-28 13F Berkshire Bank 151.232 2,94 14.025 1,40
2026-04-13 13F LexAurum Advisors, LLC 3.622 3,93 336 1,21
2026-04-21 13F PDS Planning, Inc 7.659 0,42 710 -1,11
2026-05-13 13F Brinker Capital Investments, LLC 58.542 -20,79 5.429 -21,97
2026-05-01 13F Lincoln Capital LLC 11.129 4,50 1.032 2,89
2026-04-16 13F Sweeney & Michel, Llc 20.332 5,27 1.901 2,54
2026-05-15 13F CI Private Wealth, LLC 59.544 -11,73 5.279 -16,91
2026-05-12 13F Curio Wealth, Llc 545 0,00 51 -1,96
2026-01-30 13F Urban Wealth Management, LLC 0 -100,00 0 -100,00
2026-04-21 13F Keystone Financial Group, Inc. 4.682 -16,50 434 -17,65
2026-05-15 13F Family Management Corp 21.694 -67,29 2.012 -67,80
2026-05-15 13F EFG International AG 2.837 263
2026-04-22 13F Princeton Global Asset Management LLC 600 -94,74 56 -94,87
2026-04-24 13F United Community Bank 2.575 0,00 239 -1,65
2026-05-15 13F Millennium Management Llc 4.662 58,41 432 55,96
2026-04-22 13F Uniting Wealth Partners, LLC 3.520 4,08 326 2,52
2026-05-06 13F Quadrant Private Wealth Management, LLC 5.249 -27,80 487 -28,95
2026-04-23 13F Strategic Point Investment Advisors, LLC 40.730 -4,73 3.777 -6,16
2026-04-10 13F Magnus Financial Group LLC 0 -100,00 0
2026-05-01 13F Concord Wealth Partners 5.663 0,00 525 -1,50
2026-04-13 13F Massmutual Trust Co Fsb/adv 480 -35,83 45 -37,14
2026-05-04 13F Pacific Point Advisors, LLC 2.169 0,00 201 -1,47
2026-04-27 13F Leelyn Smith, LLC 164.336 4,60 15.241 3,02
2026-02-09 13F Global Assets Advisory, LLC 0 -100,00 0
2026-04-20 13F Independent Wealth Network Inc. 0 -100,00 0
2026-05-12 13F Hilltop Partners LLC 21.439 -1,41 1.988 -2,88
2026-05-13 13F Jaffetilchin Investment Partners, LLC 15.726 6,92 1.458 5,35
2026-04-28 13F Wealth Management Resources, Inc. 125.821 0,03 11.669 -1,49
2026-04-08 13F Sax Wealth Advisors, Llc 27.669 0,00 2.605 0,00
2026-05-13 13F Ankerstar Wealth, LLC 325 0,00 30 0,00
2026-04-17 13F Signal Advisors Wealth, LLC 7.657 9,17 710 7,58
2026-04-23 13F Oppenheimer & Co Inc 9.853 2,02 914 0,44
2026-05-13 13F Quantbot Technologies LP 17 2
2026-04-21 13F Centennial Advisors, LLC 0 -100,00 0
2026-05-11 13F Wells Fargo & Company/mn 3.543.301 0,96 328.606 -0,56
2026-04-24 13F Newton One Investments LLC 329 -10,60 31 -11,76
2026-05-06 13F CNB Bank 471 0,00 44 -2,27
2026-04-10 13F First Bank & Trust 4.851 -0,66 450 -2,18
2026-04-15 13F Ridgeline Wealth, LLC 2.367 -14,33 220 -15,77
2026-04-29 13F Capital Planning LLC 114.795 -1,39 10.646 -2,34
2026-05-12 13F Operose Advisors LLC 331 0,00 31 -3,23
2026-05-06 13F Oxford Financial Group Ltd 3.391 -5,52 314 -6,82
2026-04-20 13F Provenance Wealth Advisors, LLC 51 0,00 5 0,00
2026-04-17 13F Cidel Asset Management Inc 6.760 0,00 627 -1,57
2026-05-12 13F Pacific Center for Financial Services 231.033 -3,07 21.426 -5,52
2026-05-08 13F Stonebridge Financial Planning Group, LLC 6.530 0,00 606 -1,47
2026-05-14 13F Capital Analysts, Inc. 3.434 -86,47 0 -100,00
2026-04-08 13F First Heartland Consultants, Inc. 37.637 22,60 3.490 20,76
2026-04-27 13F GenTrust, LLC 4.351 9,49 404 7,75
2026-05-27 13F/A Maripau Wealth Management Llc 3.879 -8,41 360 -9,80
2026-04-29 13F Skopos Labs, Inc. 5.923 549
2026-04-30 13F Simplicity Wealth,LLC 5.888 -11,74 546 -13,06
2026-05-12 13F Rakuten Investment Management, Inc. 205.766 100,00 19.490 100,00
2026-04-29 13F Frankly Finances, LLC 262 0,00 24 0,00
2026-02-06 13F Forefront Wealth Partners, LLC 0 -100,00 0
2026-04-17 13F Webster Bank, N. A. 5.823 -2,59 540 -3,91
2026-05-14 13F August Group Capital Ltd 3.110 9,24 288 7,46
2026-04-07 13F Sage Capital Advisors,llc 5.168 0,00 479 -1,44
2026-01-12 13F Lvm Capital Management Ltd/mi 0 -100,00 0
2026-05-05 13F Regions Financial Corp 5.707 0,00 529 -1,49
2026-05-14 13F VestGen Advisors, LLC 8.098 -20,30 765 -19,98
2026-04-09 13F Kwmg, Llc 137.176 3,53 12.722 1,97
2026-05-01 13F Midwest Trust Co 7.031 -4,60 652 -5,92
2026-04-24 13F Private Advisor Group, LLC 492.726 -2,09 45.695 -3,57
2026-04-30 13F Manning & Napier Advisors Llc 318 0,00 29 0,00
2026-05-14 13F Financial Engines Advisors L.L.C. 4.267 3,82 396 2,33
2026-04-28 13F ORG Wealth Partners, LLC 1.051 -14,76 98 -16,38
2026-04-08 13F Arlington Trust Co LLC 678 -6,87 63 -8,82
2026-04-20 13F Brandywine Oak Private Wealth Llc 35.074 -4,43 3.253 -5,88
2026-04-20 13F Chatterton & Associates Inc. 11.012 21,81 1.034 21,39
2026-05-14 13F Retiremitten Financial Llc 62 6
2026-04-15 13F Journey Strategic Wealth Llc 43.967 1,03 4.078 -0,49
2026-05-13 13F Signature Equity Partners, LLC 217 -54,03 20 -54,55
2026-04-23 13F McElhenny Sheffield Capital Management, LLC 3.653 0,00 339 -1,46
2026-05-05 13F Kickstand Ventures, Llc. 2.687 -0,37 249 -1,58
2026-04-28 13F Stratos Wealth Advisors, LLC 2.977 8,18 276 6,56
2026-05-12 13F Icon Wealth Advisors, LLC 30.996 6,01 2.910 5,67
2026-05-14 13F Proficio Capital Partners LLC 2.800 0,00 260 -1,52
2026-04-20 13F Sowell Financial Services LLC 103.559 -2,12 9.604 -3,58
2026-02-05 13F Center for Financial Planning, Inc. 293 0,00 28 0,00
2026-05-06 13F Arcus Capital Partners, LLC 20.665 -2,55 1.917 -4,01
2026-04-08 13F Lineweaver Wealth Advisors, LLC 317.175 1,66 29.415 0,13
2026-05-14 13F Empower Advisory Group, LLC 2.729 -17,75 253 -18,91
2026-04-16 13F Quotient Wealth Partners, LLC 75.320 -89,72 6.985 -89,88
2026-05-13 13F S&t Bank/pa 2.442 0,00 226 -1,31
2026-05-15 13F Evergreen Wealth Solutions, LLC 5.700 529
2026-05-13 13F Keystone Wealth Services, LLC 12.007 -18,57 1.114 -19,81
2026-02-12 13F Brueske Advisory Services, LLC 0 -100,00 0
2026-05-15 13F Fmr Llc 15.351.246 25,72 1.423.675 23,82
2026-02-13 13F Stark Wealth Management LLC 0 -100,00 0
2026-04-15 13F QTR Family Wealth, LLC 0 -100,00 0
2026-05-11 13F Lcnb Corp 5.150 0,00 478 -1,45
2026-04-28 13F Steigerwald, Gordon & Koch Inc. 514 0,39 48 -2,08
2026-05-11 13F Beacon Capital Management, LLC 2.873 0,38 266 -1,12
2026-05-26 13F Serenity Investment Advisors 0 -100,00 0
2026-01-16 13F Oregon Pacific Wealth Management, LLC 0 -100,00 0
2026-04-24 13F Keybank National Association/oh 301.021 -6,53 27.917 -7,94
2026-05-06 13F Ascent Wealth Partners, LLC 0 -100,00 0
2026-05-15 13F KM Capital Management Ltd. 1.636 154
2026-04-21 13F Armbruster Capital Management, Inc. 166.058 1,15 15.400 -0,38
2026-04-07 13F Signaturefd, Llc 23.883 0,90 2.215 -0,63
2026-04-20 13F LS Investment Advisors, LLC 7.332 -3,54 680 -5,03
2026-01-27 13F Godsey & Gibb Associates 0 -100,00 0
2026-05-08 13F SHP Wealth Management 5.457 -0,31 506 -1,75
2026-02-13 13F Tcfg Wealth Management, Llc 0 -100,00 0 -100,00
2026-02-12 13F Chilton Capital Management Llc 0 -100,00 0
2026-05-14 13F Atomi Financial Group, Inc. 12.289 -7,53 1.140 -8,95
2026-05-14 13F Betterment LLC 3.023 -3,51 0
2026-05-14 13F Caisse De Depot Et Placement Du Quebec 441.070 40.905
2026-05-15 13F Headinvest, Llc 6.111 0,00 567 -1,57
2026-05-08 13F Gen-Wealth Partners Inc 10.531 0,70 977 -0,81
2026-05-18 13F Ashton Thomas Securities, Llc 9.526 883
2026-04-13 13F Professional Financial Advisors, LLC 6.846 -0,16 635 -1,71
2026-05-06 13F Angeles Wealth Management, Llc 1.126 104
2026-05-01 13F Welch & Forbes Llc 19.116 0,00 1.773 -1,50
2026-05-13 13F ShoreHaven Wealth Partners, LLC 13.513 -0,23 1.253 -1,73
2026-04-28 13F Golden State Equity Partners 32.429 104,52 3.007 101,41
2026-05-07 13F ESL Trust Services, LLC 595 0,00 55 -1,79
2026-04-23 13F American National Bank 821 0,00 76 -1,30
2026-04-23 13F Intrua Financial, LLC 7.139 -5,07 662 -6,50
2026-04-24 13F Medallion Wealth Advisors, LLC 1.629 0,06 151 -1,31
2026-05-11 13F Estate Planners Group, LLC 0 -100,00 0
2026-05-08 13F Smithfield Trust Co 3.648 -0,82 0
2026-05-15 13F Vestmark Advisory Solutions, Inc. 13.923 -70,34 1.291 -70,79
2026-05-12 13F Stokes Family Office, LLC 3.988 -3,88 370 -5,38
2026-05-22 13F Wellington Grp LLC 0 -100,00 0
2026-05-15 13F XTX Topco Ltd 28.573 123,31 2.650 120,02
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0 -100,00
2026-05-05 13F Tortoise Investment Management, LLC 0 -100,00 0
2025-12-16 13F Emergent Wealth Advisors, LLC 0 -100,00 0 -100,00
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 4.370.460 -37,37 406.920 -38,32
2026-05-11 13F West Wealth Group, LLC 16.592 6,87 1.539 5,27
2026-04-06 13F WASHINGTON TRUST Co 3.584 0,00 332 -1,48
2026-05-01 13F Win Advisors, Inc 87.613 8.125
2026-04-14 13F Twelve Points Wealth Management LLC 7.408 0,00 687 -2,00
2026-04-27 13F Sound Income Strategies, LLC 2.542 -13,21 236 -14,86
2026-05-14 13F Boreal Capital Management LLC 265 -94,88 25 -95,07
2026-05-13 13F Strategic Financial Concepts, LLC 2.867 266
2026-04-07 13F Blueline Advisors Llc 1.981 0,00 184 -1,61
2026-05-06 13F Hallmark Capital Management Inc 5 -99,64 0 -100,00
2026-01-20 13F Tritonpoint Wealth, Llc 0 -100,00 0
2026-04-09 13F Thrive Wealth Management, LLC 0 -100,00 0
2026-05-15 13F J. Goldman & Co LP 4.093 380
2026-05-12 13F Prostatis Group LLC 0 -100,00 0
2026-05-13 13F Edmond De Rothschild Holding S.a. 3.826 -45,05 355 -45,95
2026-02-11 13F First Command Advisory Services, Inc. 0 -100,00 0
2026-04-10 13F OMNI 360 Wealth, Inc. 4.158 -3,21 386 -5,17
2026-02-11 13F Parallel Advisors, LLC 74.807 -11,49 7.044 -12,41
2026-04-15 13F Milestone Asset Management, Llc 6.500 18,03 603 16,22
2026-04-16 13F Koenig Investment Advisory, LLC 149.232 0,73 13.840 -3,50
2026-05-12 13F Independent Advisor Alliance 181.404 3.339,59 16.823 3.291,73
2026-05-13 13F/A Jpmorgan Chase & Co 1.865.981 -47,33 171.092 -48,71
2026-05-06 13F Townsend Asset Management Corp /nc/ /adv 17.721 0,05 1.643 -1,44
2026-05-11 13F Insight Advisors, LLC/ PA 2.387 -2,33 221 -3,91
2026-05-13 13F Parkside Financial Bank & Trust 1.399 0,00 130 -1,53
2026-05-04 13F Sound Portfolio Advisors, LLC 66.668 -1,59 6.183 -3,07
2026-04-28 13F Whittier Trust Co 25.011 0,00 2.337 -1,18
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 225 0,00 21 -4,76
2026-04-28 13F Integrated Advisors Network LLC 12.931 -19,15 1.199 -20,33
2026-05-01 13F Mutual Advisors, LLC 28.165 -17,27 2.612 -18,50
2026-05-08 13F Glenview Trust Co 5.088 -9,42 472 -10,80
2026-05-12 13F Oakmont Advisory Group, LLC 4.665 -65,22 433 -65,77
2026-05-11 13F Seeds Investor Llc 4.853 455
2026-05-05 13F Aventura Private Wealth, LLC 664 0,00 62 -1,61
2026-05-11 13F Garton & Associates Financial Advisors LLC 0 -100,00 0
2026-04-09 13F Secure Asset Management, LLC 3.796 0,00 352 -1,40
2026-04-24 13F Horizon Wealth Management, LLC 5.027 -22,73 466 -23,86
2026-05-13 13F Measured Wealth Private Client Group, LLC 501 0,00 46 -2,13
2026-05-07 13F Santori & Peters, Inc. 24.539 0,06 2.276 -1,47
2026-05-13 13F AE Wealth Management LLC 36.746 -66,90 3.408 -67,40
2026-05-11 13F Becker Capital Management Inc 5.981 0,00 555 -1,60
2026-05-13 13F Lido Advisors, LLC 249.200 -9,17 23.111 -11,44
2026-05-14 13F Mission Creek Capital Partners, Inc. 9.113 34,15 845 32,24
2026-05-15 13F Bank Of America Corp /de/ 12.775.026 -1,91 1.184.756 -3,39
2026-02-13 13F Charles Schwab Investment Management Inc 0 -100,00 0
2026-04-08 13F Canandaigua National Corp 4.249 394
2026-04-13 13F IFP Advisors, Inc 140.507 -1,22 13.031 -2,72
2026-04-17 13F Union Savings Bank 740 0,00 69 -1,45
2026-04-28 13F Harbor Capital Advisors, Inc. 159.813 15
2026-05-15 13F AIMZ Investment Advisors, LLC 8.024 0,00 744 -1,46
2026-05-19 13F Sonoma Allocations LLC 2.376 0,42 221 -1,78
2026-05-14 13F Beaird Harris Wealth Management, LLC 373 0,00 35 -2,86
2026-04-22 13F Midwest Financial Group LLC 8.703 0,39 807 -1,10
2026-04-07 13F CoreCap Advisors, LLC 21.661 3,82 2.009 2,24
2026-04-15 13F Parsons Capital Management Inc/ri 2.807 0,00 260 -1,52
2026-05-11 13F Pecaut & Co. 0 -100,00 0
2026-01-20 13F Maryland Capital Advisors Inc. 1.848 0,00 174 -0,57
2026-04-23 13F Caliber Wealth Management, LLC / KS 50.838 -2,60 4.715 -4,07
2026-05-11 13F McCartney Wealth Management LLC 2.297 213
2026-05-11 13F Sittner & Nelson, Llc 216 0,00 20 0,00
2026-04-08 13F Castle Rock Wealth Management, LLC 5.649 -0,53 527 -1,86
2026-05-06 13F ProVise Management Group, LLC 9.083 -9,20 842 -10,52
2026-05-11 13F Portfolio Design Labs, LLC 101.202 -10,39 9.385 -11,75
2026-05-19 13F McIlrath & Eck, LLC 274 0,00 25 0,00
2026-05-15 13F Quantinno Capital Management LP 97.794 18,75 9.069 16,96
2026-05-08 13F Russell Investments Group, Ltd. 853.808 0,20 79.182 -1,31
2026-05-21 13F Verus Capital Partners, Llc 133.131 2,82 12.347 1,27
2026-04-24 13F Bayban 4.797 2,57 445 0,91
2026-04-27 13F Pensionmark Financial Group, Llc 65.710 -4,05 6.094 -5,51
2026-04-30 13F Verdence Capital Advisors LLC 13.573 -4,35 1.259 -5,84
2026-04-10 13F GEM Asset Management, LLC 5.866 0,00 544 -1,45
2026-04-17 13F Wealth Management Partners, LLC 26.661 -4,30 2.473 -5,76
2026-05-11 13F Per Stirling Capital Management, LLC. 71.319 0,40 6.614 -1,11
2026-05-04 13F Savant Capital, LLC 91.655 -5,61 8.500 -7,03
2026-01-30 13F Caldwell Securities, Inc 529 0,00 50 -2,00
2026-05-13 13F Caitlin John, LLC 189 0,00 18 0,00
2026-05-05 13F HighTower Advisors, LLC 701.950 4,58 65.099 3,00
2026-04-17 13F Baker Ellis Asset Management LLC 0 -100,00 0
2026-05-15 13F Smartleaf Asset Management LLC 17.804 7,38 1.633 3,68
2026-04-30 13F Yukon Wealth Management, Inc. 6.724 0,13 624 -2,35
2026-04-10 13F Connecticut Capital Management Group, LLC 2.680 0,00 249 -1,59
2026-04-16 13F BridgePort Financial Solutions, LLC 87.001 -4,15 8.068 -5,59
2026-05-05 13F Advisory Advocates, LLC 6.607 0,00 613 -1,61
2026-05-14 13F Venture Visionary Partners LLC 4.668 0,00 433 -1,59
2026-02-11 13F Ipsen Advisor Group LLC 0 -100,00 0
2026-05-14 13F Neuberger Berman Group LLC 7.164 -29,91 664 -30,98
2026-04-21 13F Gilpin Wealth Management, Llc 5.770 0,00 535 -1,47
2026-05-15 13F Transamerica Financial Advisors, Inc. 40 263,64 4 200,00
2026-04-28 13F Whittier Trust Co Of Nevada Inc 5.226 -1,88 488 -2,98
2026-05-13 13F First Citizens Bank & Trust Co 20.228 -17,96 1.876 -19,22
2026-05-01 13F Associated Banc-corp 3.912 -36,65 363 -37,69
2026-05-12 13F WCG Wealth Advisors LLC 13.868 3,27 1.286 1,74
2026-05-15 13F Macquarie Group Ltd 0 -100,00 0
2026-04-13 13F Kelly Financial Services LLC 4.160 -2,64 386 -4,23
2026-05-04 13F HBW Advisory Services LLC 2.537 2,59 235 1,29
2026-02-12 13F CIBC Private Wealth Group, LLC 16.021 -8,14 1.509 -9,10
2026-05-12 13F Ellis Investment Partners, LLC 16.642 -14,60 1.543 -15,87
2026-02-06 13F New Millennium Group LLC 137 0,00 13 -7,69
2026-05-14 13F Virtus ETF Advisers LLC 52 15,56 5 0,00
2026-04-21 13F Merkkuri Wealth Advisors LLC 451 42
2026-04-27 13F PFG Investments, LLC 7.744 -63,85 718 -64,40
2026-05-08 13F HORAN Wealth, LLC 7.559 0,00 712 0,00
2026-04-15 13F WESPAC Advisors SoCal, LLC 6.826 0,00 633 -1,40
2026-04-27 13F GDS Wealth Management 278.149 5,10 25.796 3,51
2026-04-29 13F WealthPLAN Partners, LLC 0 -100,00 0
2026-04-28 13F Robertson Stephens Wealth Management, LLC 19.173 -6,13 1.778 -7,54
2026-05-15 13F Larson Financial Group LLC 5.246 3,02 487 1,46
2026-05-07 13F Perissos Private Wealth Management, LLC 2.765 0,00 256 -1,54
2026-05-19 13F Front Row Advisors LLC 3.093 0,00 287 -1,72
2026-04-27 13F Level Wealth Management LLC 5.944 551
2026-04-29 13F Cary Street Partner Investment Advisory Llc 1.711 4,97 159 3,27
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 2.641 -11,17 245 -12,54
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-04-14 13F Southland Equity Partners LLC 14.771 -2,46 1.370 -3,93
2026-04-30 13F Hyposwiss Advisors SA 600 0,00 56 -1,79
2026-05-01 13F Richardson Financial Services Inc. 4.568 -8,09 424 -9,42
2026-04-23 13F Vista Investment Partners Ii, Llc 2.505 -1,34 232 -2,93
2026-05-20 13F Hobbs Group Advisors, LLC 36.620 -3,48 3.396 -4,93
2026-04-21 13F Cfm Wealth Partners Llc 58.971 0,36 5.469 -1,16
2026-05-04 13F Carrera Capital Advisors 138.278 -15,80 12.824 -17,07
2026-04-16 13F Brookstone Capital Management 893.614 4,60 82.874 3,02
2026-05-01 13F Compass Financial Services Inc 0 -100,00 0
2026-04-16 13F Financial Management Network Inc 5.592 -6,30 525 -6,09
2026-05-01 13F Sachetta, LLC 9.225 0,02 855 -1,50
2026-05-07 13F Mullooly Asset Management, Inc. 38.931 -0,86 3.610 -2,35
2026-05-14 13F Northern Trust Corp 18.767 21,42 1.740 19,59
2026-05-15 13F Chokshi & Queen Wealth Advisors, Inc 2.564 238
2026-05-07 13F Rothschild Investment Llc 1.844 0,00 171 -1,16
2026-04-17 13F Murphy & Mullick Capital Management Corp 184 0,00 17 0,00
2026-01-12 13F Heartwood Wealth Advisors LLC 0 -100,00 0
2026-05-11 13F Allstate Corp 58.372 0,00 5.413 -1,51
2026-04-13 13F Woodside Wealth Management LLC 41.479 -7,80 3.847 -9,21
2026-05-15 13F Keating Financial Advisory Services, Inc. 12.676 -11,80 1.176 -13,16
2026-05-15 13F TRUE Private Wealth Advisors 3.282 -0,12 304 -1,62
2026-04-07 13F Fragasso Group Inc. 45.768 -5,51 4.276 -6,25
2026-04-16 13F Capital Investment Advisors, LLC 2.754 -9,14 255 -10,53
2026-05-08 13F Resources Investment Advisors, LLC. 226.716 -3,36 21.026 -4,82
2026-05-08 13F SYM FINANCIAL Corp 3.081 3,49 286 1,79
2026-02-13 13F Barclays Plc 529.659 5,87 49.873 4,78
2026-04-16 13F Evolve Private Wealth, Llc 4.122 2,21 382 0,79
2026-05-15 13F Estate Counselors, LLC 3.400 315
2026-04-30 13F Costello Asset Management, INC 34 3
2026-04-24 13F Reality Financial Planning Services, LLC 37.383 6,89 3.467 5,25
2026-05-11 13F Sage Mountain Advisors LLC 10.752 8,91 997 7,32
2026-05-11 13F Aprio Wealth Management, LLC 2.993 278
2026-05-11 13F Optimist Retirement Group LLC 2.712 0,00 252 -1,57
2026-05-15 13F NorthRock Partners, LLC 30.132 61,19 2.794 58,75
2026-05-06 13F Modera Wealth Management, LLC 2.534 10,51 235 9,30
2026-05-13 13F Forthright Family Wealth Advisory LLC 21.798 1.822
2026-05-01 13F Granite Bay Wealth Management, LLC 8.949 5,63 830 4,02
2026-04-28 13F Sheridan Capital Management, LLC 26.575 0,52 2.465 -1,00
2026-04-24 13F Syntax Research, Inc. 30.354 86,98 2.815 84,23
2026-04-23 13F Kerntke Otto McGlone Wealth Management Group 9.851 0,41 914 -1,08
2026-05-14 13F Frederick Financial Consultants, LLC 2.350 0,00 218 -1,81
2026-04-27 13F Soltis Investment Advisors LLC 12.524 -0,46 1.162 -1,94
2026-05-12 13F Kovack Advisors, Inc. 22.228 86,54 2.061 83,60
2026-02-17 13F Capital Insight Partners, Llc 20.602 -17,61 1.940 -18,46
2026-05-07 13F Symphony Financial Services, Inc. 24.765 -3,15 2.297 -4,61
2026-05-15 13F Ameriprise Financial Inc 2.443.495 -12,99 226.645 -14,27
2026-05-14 13F Dynasty Wealth Management, Llc 212.459 -76,22 19.703 -76,58
2026-05-06 13F Vista Capital Partners, Inc. 7.134 0,00 662 -1,49
2026-05-15 13F Integrated Wealth Concepts LLC 426.378 50,94 39.542 48,67
2026-02-10 13F Meitav Dash Investments Ltd 0 -100,00 0
2026-04-17 13F Fifth Third Wealth Advisors LLC 2.900 -61,92 269 -62,62
2026-04-17 13F Atlas Brown,Inc. 4.401 0,64 408 -0,73
2026-05-11 13F Fiduciary Group LLC 9.061 0,00 840 -1,52
2026-04-14 13F Patriot Investment Management Inc. 28.495 -0,61 2.643 -2,11
2026-04-22 13F Stone House Investment Management, LLC 4.075 1,32 378 -0,26
2026-04-08 13F Leonard Rickey Investment Advisors P.L.L.C. 169.816 -3,79 15.749 -5,24
2026-05-15 13F Aqr Capital Management Llc 113.956 -4,45 10.568 -5,89
2026-05-07 13F MONECO Advisors, LLC 105.812 -3,48 9.813 -4,94
2026-04-03 13F Global Wealth Strategies & Associates 388 0,00 36 -2,78
2026-02-13 13F LGT Financial Advisors LLC 0 -100,00 0
2026-04-21 13F Columbus Macro, LLC 4.706 -3,74 436 -5,22
2026-05-15 13F Capstone Triton Financial Group, LLC 7.506 100,00 701 98,58
2026-04-20 13F Darrow Company, Inc. 179.532 2,70 16.650 1,15
2026-04-29 13F Flatrock Wealth Partners LLC 26.616 3,38 2.468 1,82
2026-04-29 13F Sageworth Trust Co of South Dakota 3.400 0,00 315 -1,56
2026-04-06 13F Washington Trust Advisors, Inc. 1.300 0,00 121 -1,64
2026-04-24 13F Brown Financial Advisory 6.452 -23,30 598 -24,49
2026-05-12 13F Thoroughbred Financial Services, Llc 15.106 -8,63 1 0,00
2026-02-04 13F Dogwood Wealth Management LLC 0 -100,00 0
2026-05-13 13F Visionary Wealth Advisors 28.639 -1,49 2.656 -3,00
2026-05-12 13F Red Reef Advisors Llc 1.700 18,30 158 16,30
2026-04-21 13F GFG Capital, LLC 15.804 -14,86 1.466 -16,14
2026-04-28 13F Stratos Wealth Partners, LTD. 187.090 -22,52 17.351 -23,69
2026-04-17 13F United Advisor Group, LLC 8.466 14,39 785 12,79
2026-04-27 13F Moran Wealth Management, LLC 0 -100,00 0
2026-05-06 13F Greenwood Gearhart Inc 0 -100,00 0
2026-05-04 13F Calamos Advisors LLC 92.811 8.607
2026-04-08 13F Graves-Light Private Wealth Management, Inc. 10.712 0,00 993 -1,49
2026-02-11 13F Capital Group Private Client Services, Inc. 0 -100,00 0 -100,00
2026-04-21 13F Old National Bancorp /in/ 3.904 362
2026-05-07 13F Green Square Capital Advisors Llc 2.493 0,44 231 -0,86
2026-05-14 13F Marble Wealth, LLC 3.028 0,30 281 -1,41
2026-04-20 13F Ritholtz Wealth Management 800.500 74.238
2026-04-13 13F Enclave Advisors LLC 4.161 -11,18 386 -12,70
2026-05-14 13F Providence Capital Advisors, LLC 2.072 0,00 192 -1,54
2026-01-29 13F Concurrent Investment Advisors, LLC 93.655 9,94 8.819 8,81
2026-05-15 13F Fiduciary Trust Co 44.448 -0,62 4.122 -2,11
2026-05-12 13F TD Waterhouse Canada Inc. 29.571 4,51 2.739 2,82
2026-04-20 13F YANKCOM Partnership 541 0,00 50 0,00
2026-04-28 13F LVZ Advisors, Inc. 2.948 0,00 273 -1,44
2026-04-13 13F Cyndeo Wealth Partners, LLC 33.307 1,57 3.089 0,03
2026-05-14 13F Trustmark National Bank Trust Department 14.500 -18,43 1.345 -19,67
2026-05-13 13F Peck Wealth Management, LLC 0 -100,00 0
2026-04-20 13F Kastel Capital Advisors, LLC 30.899 0,00 2.909 0,00
2026-04-24 13F Stock Yards Bank & Trust Co 84.546 -6,27 7.841 -7,69
2026-04-30 13F Kestra Advisory Services, LLC 329.668 17,58 30.573 15,81
2026-05-12 13F Strategic Wealth Partners, Ltd. 2.585 44,09 240 42,26
2026-04-17 13F Trinity Wealth Management, LLC 167.481 -0,31 15.532 -1,81
2026-05-01 13F Fifth Third Bancorp 164.703 1.799,91 15.275 1.771,81
2026-05-15 13F Pettyjohn, Wood & White, Inc 5.267 0,00 488 -1,41
2026-05-07 13F Rachor Investment Advisory Services, LLC 3 0
2026-05-05 13F West Michigan Advisors, Llc 7.965 -5,64 739 -7,05
2026-04-10 13F Harpswell Capital Advisors, LLC 4.000 -27,27 371 -28,43
2026-04-21 13F Pinnacle Associates Ltd 2.488 -26,37 231 -27,67
2026-04-10 13F Intellectus Partners, LLC 18.133 -0,09 1.682 -1,58
2026-05-05 13F Journey Advisory Group, LLC 218.582 -1,60 20.271 -3,08
2026-05-06 13F Gryphon Financial Partners LLC 0 -100,00 0
2026-05-13 13F BlackRock, Inc. 3.219.933 -22,63 298.617 -23,80
2026-04-10 13F Harbor Group, Inc. 4.039 2,59 375 1,08
2026-04-24 13F Alexis Investment Partners, LLC 0 -100,00 0
2026-05-13 13F Yarger Wealth Strategies, Llc 13.349 0,39 1.238 -1,12
2026-05-01 13F BKD Wealth Advisors, LLC 21.282 -75,25 1.974 -75,63
2026-04-14 13F Prospera Financial Services Inc 74.429 0,18 6.904 -1,33
2026-04-21 13F Accredited Investor Services, Llc 24.851 -0,78 2.305 -2,29
2026-04-20 13F SILVER OAK SECURITIES, Inc 7.835 -75,44 727 -76,03
2026-05-04 13F N.E.W. Advisory Services LLC 11 0,00 1 0,00
2026-05-05 13F Mandatum Life Insurance Co Ltd 41.527 0,00 3.851 -1,51
2026-04-08 13F Miracle Mile Advisors, LLC 17.178 -31,85 1.593 -32,87
2026-04-15 13F Planning Directions Inc 4.730 -1,91 439 -3,52
2026-05-08 13F Pnc Financial Services Group, Inc. 4.482.760 -3,99 415.731 -5,44
2026-05-11 13F Td Asset Management Inc 2.454 4,25 228 2,71
2026-04-22 13F Coston, McIsaac & Partners 1.293 0,00 0
2026-05-05 13F Fisher Asset Management, LLC 4.207 13,70 390 12,07
2026-04-15 13F Cypress Wealth Services, LLC 7.380 -3,34 684 -4,74
2026-05-11 13F Pinnacle Wealth Planning Services, Inc. 8.637 0,22 801 -1,36
2026-04-30 13F Walled Lake Planning & Wealth Management, Llc 172.101 -0,58 15.961 -2,08
2026-04-13 13F Chris Bulman Inc 2.716 -25,75 252 -27,03
2026-05-13 13F Baron Silver Stevens Financial Advisors, Llc 216.124 -3,74 20.043 -5,20
2026-05-12 13F Colonial Trust Co / SC 5.130 -0,12 476 -1,66
2026-05-15 13F Alliancebernstein L.p. 301.846 -5,10 28.422 -5,10
2026-05-15 13F Ariadne Wealth Management, LP 3.976 0,00 369 -2,65
2026-05-14 13F Vermillion & White Wealth Management Group, LLC 37.035 1.440,56 3.469 1.434,51
2026-05-14 13F Pinnacle Financial Partners, Inc. 4.791 0,36 444 -1,11
2026-05-08 13F LaSalle St. Investment Advisors, LLC 0 -100,00 0
2026-04-29 13F W Advisors, Llc 6.953 1,30 645 -0,31
2026-05-04 13F Brickley Wealth Management 106.608 0,10 9.887 -1,41
2026-05-07 13F Wells Financial Advisors INC 9.502 -74,71 881 -75,09
2026-05-11 13F HBK Sorce Advisory LLC 0 -100,00 0
2026-05-15 13F Empowered Funds, LLC 26.286 141,96 2.438 138,45
2026-05-15 13F Gotham Asset Management, LLC 58.833 4,93 5.456 3,35
2026-04-30 13F Legacy Financial Advisors, Inc. 11.049 -50,50 1.025 -51,26
2026-04-29 13F American Capital Advisory, LLC 1.127 0,00 105 -1,89
2026-05-04 13F 1st Source Bank 4.455 19,63 413 18,00
2026-05-11 13F Eldridge Investment Advisors, Inc. 5.811 0,00 539 -1,65
2026-04-21 13F Spectrum Asset Management, Inc. (NB/CA) 49.279 -59,86 4.570 -60,46
2026-05-11 13F Empire Life Investments Inc. 13.547 1.255
2026-04-08 13F JGP Wealth Management, LLC 7.427 -0,31 689 -1,85
2026-04-22 13F Muirfield Wealth Advisors Llc 44.726 11,15 4.148 9,48
2026-02-13 13F Graney & King, LLC 0 -100,00 0
2026-04-13 13F Fiduciary Financial Group, Llc 22.610 -4,28 2.097 -5,76
2026-05-01 13F Wealthspire Advisors, LLC 6.964 -30,88 646 -31,96
2026-04-17 13F Provident Wealth Management, LLC 13.440 -3,44 1.246 -4,89
2026-05-15 13F Flow Traders U.s. Llc 53.118 327,54 5 300,00
2026-05-08 13F Compass Capital Corp /ma/ /adv 12.059 -7,64 1.135 -9,27
2026-04-23 13F J.w. Cole Advisors, Inc. 103.366 0,73 9.586 19,05
2026-04-23 13F Blue Rock Wealth Management LLC 10.248 -0,29 950 -1,76
2026-05-07 13F MA Private Wealth 98.668 -0,17 9.150 -1,68
2026-05-12 13F Jane Street Group, Llc 0 -100,00 0 -100,00
2026-05-13 13F Aviso Financial Inc. 55 5
2026-05-14 13F Regal Investment Advisors LLC 27.174 2,45 2.520 0,92
2026-05-06 13F Bartlett & Co. Wealth Management Llc 3.248 -5,47 306 -5,26
2026-02-12 13F Cloud Capital Management, LLC 0 -100,00 0
2026-04-15 13F Bernardo Wealth Planning LLC 19.286 -7,89 1.789 -9,28
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 203.693 -3,78 18.598 -6,72
2026-05-07 13F Cassaday & Co Wealth Management LLC 9.010 14,54 836 12,84
2026-05-12 13F Guidance Point Advisors, LLC 11.507 5,32 1.067 3,79
2026-02-09 13F Allium Financial Advisors, Llc 0 -100,00 0 -100,00
2026-05-16 13F Sunbelt Securities, Inc. 6.206 0,42 576 -1,03
2026-05-13 13F 1620 Investment Advisors, Inc. 30 0,00 3 0,00
2026-05-12 13F Tiaa Trust, National Association 0 -100,00 0
2026-04-13 13F Bourgeon Capital Management Llc 3.900 0,00 362 -1,63
2026-05-13 13F Kovitz Investment Group Partners, LLC 2.298 -11,34 213 -12,70
2026-05-21 13F JDM Financial Group LLC 435 13,58 40 11,11
2026-02-17 13F Running Point Capital Advisors, LLC 65.404 -9,52 6.158 -10,44
2026-04-22 13F Hoese & Co LLP 17.681 -5,37 1.640 -6,82
2026-01-23 13F Smallwood Wealth Investment Management, LLC 0 -100,00 0
2026-04-09 13F Tompkins Financial Corp 52.492 0,14 4.868 -1,36
2026-05-06 13F VSM Wealth Advisory, LLC 498 64,36 46 64,29
2026-05-13 13F SRS Capital Advisors, Inc. 44.710 -3,03 4.146 -4,49
2026-04-22 13F Aureum Wealth Management, LLC 44.436 37,19 4.121 35,13
2026-01-23 13F BSW Wealth Partners 0 -100,00 0 -100,00
2026-04-27 13F Truist Financial Corp 342.687 1,63 31.781 0,10
2026-05-11 13F Ashton Thomas Private Wealth, LLC 36.809 -9,44 3.414 -10,82
2026-05-11 13F Evermay Wealth Management Llc 5.334 0,00 495 -1,59
2026-05-08 13F Opus Financial Solutions LLC 3.456 -2,81 321 -4,19
2026-05-13 13F Monograph Wealth Advisors, Llc 2.691 250
2026-05-07 13F Alpha Zero LLC 3.261 302
2026-04-17 13F CENTRAL TRUST Co 7.514 0,00 697 -1,56
2026-05-04 13F Camden National Bank 57.778 2,09 5.358 0,56
2026-04-10 13F Ballew Advisors, Inc 16.930 -24,31 1.589 -24,62
2026-04-28 13F RHS Financial, LLC 45.883 4,73 4.255 3,15
2026-04-27 13F FF Advisors,LLC 6.394 -0,47 603 -0,17
2026-05-15 13F National Bank Of Canada /fi/ 24.329 -2,79 2.256 -4,24
2026-04-27 13F Garrett Wealth Advisory Group, LLC 109.318 -2,48 10.138 -3,94
2026-04-16 13F Phillips Financial Management, Llc 0 -100,00 0
2026-05-07 13F Pacific Sun Financial Corp 2.301 0,00 213 -1,39
2026-04-23 13F Accurate Wealth Management, LLC 0 -100,00 0
2026-05-15 13F Evercore Wealth Management, LLC 2.864 0,00 266 -1,49
2026-05-18 13F Strategic Investment Advisors / MI 31.327 32,28 2.904 30,12
2026-05-12 13F Liberty Wealth Management Llc 8.917 -16,21 828 -17,47
2026-05-14 13F PlanVest Financial, Inc 41 4
2026-05-12 13F Leavell Investment Management, Inc. 11.754 6,32 1.090 4,81
2026-04-28 13F Kathmere Capital Management, LLC 17.014 9,40 1.578 7,72
2026-05-13 13F Triumph Capital Management 500 0,00 46 -2,13
2026-05-14 13F Gladstone Institutional Advisory LLC 81.273 4,23 7.537 2,67
2026-04-29 13F Axxcess Wealth Management, Llc 0 -100,00 0
2026-05-14 13F Wealth Alliance 5.864 -4,21 544 -5,73
2026-05-15 13F Qube Research & Technologies Ltd 53.176 -85,98 4.932 -86,20
2026-05-01 13F Smart Portfolios, LLC 4.090 -7,61 379 -8,89
2026-05-07 13F Grandview Asset Management LLC 3.216 -34,94 298 -35,91
2026-04-27 13F Latitude Advisors, LLC 4.407 -1,89 409 -3,55
2026-02-11 13F Straight Path Wealth Management 0 -100,00 0
2026-05-04 13F TFR Capital, LLC. 2.696 -1,28 250 -2,72
2026-05-13 13F O'shaughnessy Asset Management, Llc 46.445 44,06 4.307 41,91
2026-02-12 13F Planning Project LLC 29 3
2026-05-15 13F Beacon Pointe Advisors, LLC 1.356.170 468,82 125.771 460,25
2026-05-15 13F/A Independent Financial Group, Llc 69.319 5,09 6.429 3,49
2026-04-29 13F Saxon Interests, Inc. 16.013 -6,04 1.485 -7,42
2026-05-15 13F Equitable Holdings, Inc. 191.799 -5,10 18.059 -5,10
2026-01-30 13F Canandaigua National Bank & Trust Co 4.249 0,00 400 -0,99
2025-12-29 13F Swiss Life Asset Management Ltd 0 -100,00 0
2026-05-04 13F Archer Investment Corp 3.041 0,03 282 -1,40
2026-04-22 13F Fort Washington Investment Advisors Inc /oh/ 2.372 0,00 220 -1,79
2026-04-21 13F Vise Technologies, Inc. 50.158 0,00 4.723 0,00
2026-05-14 13F Clg Llc 7.503 0,09 696 -1,42
2026-04-17 13F Nottingham Advisors, Inc. 6.831 -0,58 634 -2,01
2026-05-14 13F Level Four Advisory Services, Llc 29.704 6,14 2.755 4,52
2026-05-13 13F Mariner, LLC 1.075.243 1,89 99.718 0,36
2026-04-17 13F Nautilus Advisors LLC 2.935 0,00 272 -1,45
2026-02-24 13F SG Trading Solutions, LLC 108.078 10
2026-04-30 13F Fortune Financial Advisors, LLC 127.079 1,34 11.785 -0,19
2026-05-15 13F Susquehanna International Group, Llp Put 9.100 -82,33 844 -82,61
2026-05-15 13F Susquehanna International Group, Llp 29.611 2.746
2026-04-22 13F Detalus Advisors, LLC 25.153 -0,87 2.333 -2,39
2026-05-15 13F Susquehanna International Group, Llp Call 6.300 -69,27 584 -69,74
2026-04-21 13F Patton Albertson Miller Group, Llc 0 -100,00 0
2026-04-22 13F TBH Global Asset Management, LLC 9.381 -23,05 870 -24,15
2026-04-24 13F Eagle Bay Advisors LLC 0 -100,00 0
2026-04-20 13F Ronald Blue Trust, Inc. 400 -0,25 37 0,00
2026-04-08 13F Mma Asset Management Llc 2.351 0,00 218 -1,36
2026-05-05 13F Napier Financial, LLC 390 36
2026-05-14 13F Delos Wealth Advisors, LLC 38.361 12,48 3.558 10,78
2026-05-15 13F Alternative Investment Advisors, LLC. 0 -100,00 0
2026-02-12 13F FineMark National Bank & Trust 3.556 5,24 335 4,05
2026-05-12 13F WESCAP Management Group, Inc. 3.163 0,00 293 -1,35
2026-05-13 13F Forum Private Client Group LLC 18.359 -7,45 1.703 -8,84
2026-04-27 13F Mosley Wealth Management 13.711 0,12 1.304 -0,15
2026-05-05 13F Alan B. Lancz & Associates, Inc. 3.700 0,00 343 -1,44
2026-05-15 13F Sanibel Captiva Trust Company, Inc. 8.358 775
2026-05-15 13F Atom Investors LP 0 -100,00 0
2026-04-14 13F Heirloom Wealth Management 5.388 500
2026-04-15 13F Silverlake Wealth Management Llc 4.667 -9,15 433 -10,56
2026-04-13 13F Moody Lynn & Lieberson, Llc 2.407 0,00 223 -1,33
2026-05-15 13F Clearview Wealth Management LLC 3.778 350
2026-04-15 13F Archford Capital Strategies, LLC 0 -100,00 0
2026-04-06 13F InTrack Investment Management Inc 2.585 -3,58 240 -5,16
2026-05-15 13F Magnolia Capital Advisors Llc 21.669 -5,38 2.010 -6,82
2026-05-11 13F Integrity Advisory Solutions, LLC 2.433 0,79 226 -0,88
2026-05-01 13F Patten & Patten Inc/tn 6.747 0,00 626 -1,57
2026-05-15 13F United Capital Financial Advisers, Llc 191.280 -1,34 17.729 -2,89
2026-05-01 13F Emerald Investment Partners, Llc 3.226 -0,37 299 -1,64
2026-05-06 13F Centennial Bank/AR/ 258 0,00 24 -4,17
2026-05-12 13F Croban 44.115 6,30 4.091 4,68
2026-05-13 13F Franklin Resources Inc 92.197 51,67 8.550 49,40
2026-02-09 13F IPG Investment Advisors LLC 0 -100,00 0
2026-05-04 13F Syverson Strege & Co 33.016 -1,85 3.062 -3,35
2026-04-28 13F Fortitude Advisory Group L.L.C. 3.342 310
2026-05-07 13F Oak Barrel Wealth Advisory LLC 27.742 2.612
2026-05-12 13F Bnp Paribas Arbitrage, Sa 3.806 -99,52 353 -99,53
2026-05-04 13F Wealthgarden F.s. Llc 5.397 -0,55 501 -3,47
2026-05-13 13F Wealth Management Associates, Inc. 13.322 -0,56 1.235 -2,06
2026-04-27 13F Arcadia Wealth Management, LLC 2.178 -25,21 202 -26,64
2026-04-30 13F Elevated Capital Advisors, LLC 307 0,33 28 0,00
2026-05-08 13F Joseph Group Capital Management 3.834 -15,08 356 -16,47
2026-05-15 13F Huntington National Bank 2.184 1.679 7,42
2026-04-30 13F Sequoia Financial Advisors, LLC 151.073 -3,42 14.011 -4,88
2026-05-11 13F SCS Capital Management LLC 2.203 0,00 204 -1,45
2026-04-08 13F Ptm Wealth Management, Llc 9.357 -0,35 874 -0,91
2026-04-17 13F Monticello Wealth Management, Llc 57.219 -0,01 5.307 -1,52
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 67 6
2026-05-07 13F VisionPoint Advisory Group, LLC 4.299 1,80 399 0,25
2026-05-11 13F Citigroup Inc 200.801 -14,07 18.622 -15,37
2026-04-06 13F Baring Financial LLC 18.873 4,73 1.750 3,18
2026-04-22 13F Motco 38 0,00 4 0,00
2026-05-11 13F Timmons Wealth Management, LLC 0 0
2026-04-29 13F WPG Advisers, LLC 2.226 -3,76 206 -5,07
2026-04-16 13F Montecito Bank & Trust 47.873 2,24 4.440 0,68
2026-02-12 13F Renaissance Technologies Llc 0 -100,00 0
2026-05-04 13F NWF Advisory Services Inc. 15.633 10,70 1.450 9,03
2026-02-03 13F Crossmark Global Holdings, Inc. 0 -100,00 0 -100,00
2026-05-15 13F Two Sigma Investments, Lp 1.250.600 -49,83 115.981 -50,58
2026-05-07 13F Summit Global Investments 18.328 2
2026-04-14 13F Nova Wealth Management, Inc. 245 23
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-04-17 13F Arkfeld Wealth Strategies, L.L.C. 7.312 0,37 687 0,00
2026-04-30 13F Csenge Advisory Group 70.094 1,46 6.501 -0,08
2026-04-20 13F Golden Reserve Retirement LLC 0 -100,00 0
2026-04-09 13F Lantz Financial LLC 2.822 -6,21 262 -7,77
2026-05-14 13F Healthcare Of Ontario Pension Plan Trust Fund 0 -100,00 0
2026-04-03 13F Ridgewood Investments LLC 10.674 -6,93 990 -9,35
2026-04-30 13F Valued Wealth Advisors LLC 340 0,00 32 -3,12
2026-04-27 13F Capital Financial Group Inc\co\ /adv 131.293 0,76 12.176 -0,76
2026-04-13 13F ONE Advisory Partners, LLC 6.086 -12,95 564 -14,29
2026-05-11 13F Shepherd Financial Partners LLC 20.344 -0,23 1.887 -1,72
2026-05-14 13F We Are One Seven, LLC 108.895 4,80 10.099 3,22
2026-05-07 13F Burk Holdings LLC 20 2
2026-05-14 13F Klingman & Associates, LLC 361.598 -0,41 33.535 -1,91
2026-05-06 13F Eq Llc 5.017 -11,03 465 -12,26
2026-04-24 13F Key FInancial Inc 1.539 -14,93 143 -16,47
2026-05-11 13F Smith Partners Wealth Management, LLC 5.343 0,00 496 -1,59
2026-05-11 13F COFG Advisors, LLC 5.092 -7,54 472 -8,88
2026-05-06 13F Main Street Group, LTD 826 77
2026-05-14 13F Hrt Financial Lp 15.861 -19,17 1 0,00
2026-05-14 13F EP Wealth Advisors, Inc. 90.604 20,28 8.403 18,47
2026-04-24 13F Balentine LLC 3.099 0,32 287 -1,03
2026-05-07 13F Dakota Wealth Management 58.592 -3,05 5.434 -4,52
2026-04-24 13F Able Wealth Management LLC 81.559 8,94 7.564 7,29
2026-05-14 13F Baltimore-Washington Financial Advisors, Inc. 2.891 268
2026-05-15 13F Cerity Partners LLC 1.326.083 8,46 122.982 6,82
2026-05-05 13F Almanack Investment Partners, LLC. 20.222 0,13 1.875 -1,37
2026-04-22 13F Networth Advisors, LLC 13 0,00 1 0,00
2026-04-27 13F Actinver Wealth Management, Inc. 5.427 -6,78 503 -8,21
2026-05-15 13F Shelton Capital Management 5.004 0,00 464 -1,49
2026-05-12 13F Carr Financial Group Corp 35.095 -3,89 3.255 -5,35
2026-05-13 13F Buckingham Strategic Partners 45.689 2,94 4.237 1,36
2026-05-15 13F Kcm Investment Advisors Llc 3.020 0,00 280 -1,41
2026-05-01 13F Connecticut Wealth Management, LLC 3.276 0,00 304 -1,62
2026-05-04 13F Blake Schutter Theil Wealth Advisors, LLC 25.821 -0,05 2.395 -1,56
2026-04-17 13F Nova R Wealth, Inc. 14.606 0,23 1.355 -1,31
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-04-28 13F Raleigh Capital Management Inc. 160 -25,23 15 -30,00
2026-05-18 13F Edgestream Partners, L.P. 8.863 822
2026-04-17 13F AdvisorNet Financial, Inc 4.553 0,35 422 -1,17
2026-01-15 13F Wealth Quarterback LLC 0 -100,00 0
2026-04-29 13F WealthPlan Investment Management, LLC 9.195 95,51 853 92,76
2026-05-14 13F Brown Brothers Harriman & Co 8.087 0,00 750 -1,58
2026-04-14 13F Wealthcare Advisory Partners LLC 25.641 60,13 2.378 57,73
2026-05-11 13F Stonebrook Private Inc. 8.552 1,81 793 0,38
2026-02-17 13F Glenmede Trust Co Na 425.429 -4,87 40.058 -4,36
2026-04-27 13F Lodestar Private Asset Management Llc 24.019 -12,59 2.228 -13,92
2026-04-10 13F Cassilly Financial Group LLC 2.194 203
2026-04-21 13F J.E. Simmons & Co., P.C. 11.885 5,47 1.102 3,86
2026-05-11 13F Meridian Wealth Advisors, LLC 236.775 19,80 21.959 18,00
2026-04-29 13F American Wealth Advisors, LLC 0 -100,00 0
2026-05-14 13F Horizon Investments, LLC 1.303.499 9,38 120.886 7,73
2026-05-15 13F SIMA Wealth Partners, LLC 2.197 0,00 204 -1,46
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 0 -100,00 0
2026-04-28 13F Busey Wealth Management 2.165 201
2026-04-24 13F Capital Asset Advisory Services LLC 16.999 -11,30 1.611 -11,15
2026-05-12 13F Ausdal Financial Partners, Inc. 12.968 20,57 1.203 18,77
2026-04-13 13F Creative Financial Designs Inc /adv 1.439 5,42 133 3,91
2026-04-20 13F Kestra Private Wealth Services, Llc 14.258 -6,43 1.322 -7,81
2026-04-21 13F Maridea Wealth Management LLC 11.895 34,00 1.103 32,10
2026-02-10 13F Rice Partnership, LLC 0 -100,00 0
2026-05-06 13F Private Wealth Asset Management, LLC 885 0,00 82 -1,20
2026-05-15 13F Shufro Rose & Co Llc 13.519 -8,34 1.254 -9,73
2026-04-21 13F Trilogy Capital Inc. 37.433 -7,30 3.472 -8,71
2026-05-14 13F Galvin, Gaustad & Stein, LLC 5.221 -0,17 484 -1,63
2026-05-05 13F Prosperity Consulting Group, LLC 9.220 0,00 855 -1,50
2026-04-13 13F Successful Portfolios LLC 2.892 0,00 267 -2,20
2026-04-21 13F Venturi Wealth Management, LLC 6.138 0,24 569 -1,22
2026-05-04 13F Retirement Planning Group 17.925 -0,21 1.662 -1,71
2026-05-15 13F Cardiff Park Advisors, Llc 10.535 -26,68 977 -27,74
2026-04-23 13F Castellan Group, LLC 0 -100,00 0
2026-04-15 13F Aventus Investment Advisors, Inc. 6.411 -6,53 595 -7,91
2026-04-21 13F Sugar Maple Asset Management, LLC 34.651 -0,08 3.214 -1,59
2026-04-29 13F Horst & Graben Wealth Management LLC 2.316 -4,77 217 -5,26
2026-05-01 13F Holistic Planning, LLC 7.822 -5,22 725 -6,69
2026-05-18 13F Arkadios Wealth Advisors 60.079 2,21 5.572 0,67
2026-04-20 13F Balance Wealth, LLC 5.060 1,12 469 -0,42
2026-04-24 13F Patten Group, Inc. 4.744 -11,38 440 -12,90
2026-05-06 13F Intrust Bank Na 68.114 -66,33 6.317 -66,85
2026-05-04 13F Redwood Park Advisors LLC 67.364 -0,13 6.247 -1,64
2026-04-20 13F Breakwater Capital Group 2.357 0,21 219 -1,36
2026-05-01 13F Advisors Capital Management, LLC 7.703 -7,46 714 -8,81
2026-05-13 13F Cambridge Associates Llc /ma/ /adv 39.183 0,00 3.634 -1,52
2026-05-13 13F Heritage Wealth Advisors 180 0,00 17 0,00
2026-05-13 13F Wealth Advisors of Iowa, LLC 197.331 0,35 18.301 -1,16
2026-04-28 13F Shayne & Co., Llc 3.780 0,00 351 -1,41
2026-05-16 13F Arete Wealth Advisors, LLC 0 -100,00 0
2026-05-13 13F Adviser Investments LLC 241.999 4.124,11 22.443 4.063,64
2026-05-11 13F PCA Investment Advisory Services Inc. 17.456 -10,68 1.619 -12,07
2026-04-14 13F ACT Advisors, LLC. 23.055 -0,81 2.138 -2,29
2026-04-07 13F Comprehensive Financial Planning, Inc./PA 633 0,32 59 -1,69
2026-05-12 13F BOK Financial Private Wealth, Inc. 450 0,00 42 -2,38
2026-04-21 13F OneAscent Wealth Management LLC 2.850 -8,33 264 -9,59
2026-05-08 13F Compass Financial Group, Inc. (Ohio) 63.728 -5,34 5.910 -6,77
2026-04-16 13F Asset Advisors Investment Management, LLC 174.387 1,38 16.173 -0,15
2026-05-14 13F Van Hulzen Asset Management, LLC 99.010 0,87 9.182 -0,65
2026-04-22 13F Continuum Advisory, LLC 3.196 19,52 296 17,93
2026-05-14 13F Mcguire Capital Advisors Inc 21 0,00 2 0,00
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 32.253 -7,35 2.991 -8,76
2026-04-24 13F Northwest Financial Advisors 9.371 0,11 869 -1,36
2026-04-28 13F CAP Partners, LLC 4.290 -0,30 398 -1,98
2026-05-08 13F Coldstream Capital Management Inc 3.551 -4,10 329 -5,46
2026-05-11 13F Haverford Trust Co 46.666 -12,93 4.328 -14,25
2026-04-14 13F XY Planning Network, Inc. 22.006 -3,24 2.039 -4,76
2026-05-11 13F Godfrey Financial Associates, Inc. 170 0,00 16 -6,25
2026-04-27 13F Apeiron RIA LLC 4.318 -45,94 400 -47,09
2026-04-27 13F Ergawealth Advisors, Inc. 12.249 0,35 1.136 -1,22
2026-04-17 13F PMG Wealth Management, Inc. 11.513 -0,39 1.068 -1,93
2026-04-20 13F Obermeyer Wood Investment Counsel, Lllp 3.890 0,00 361 -1,64
2026-04-30 13F Acorn Wealth Advisors, LLC 39.254 -2,64 3.640 -4,11
2026-04-21 13F Polaris Investment Advisors, LLC 3.009 -59,20 279 -59,80
2026-05-15 13F Harbour Investments, Inc. 36.312 59,66 3.368 57,26
2026-05-12 13F Benjamin Edwards Inc 18.440 -5,78 1.711 -7,22
2026-05-11 13F Waddell & Associates, Llc 6.470 0,00 600 -1,48
2026-04-13 13F Sherman Wealth Management LLC 31.052 2,11 2.880 0,56
2026-04-22 13F Norris Perne & French Llp/mi 0 -100,00 0
2026-05-01 13F International Assets Investment Management, Llc 13.385 -6,03 1.240 -7,53
2026-04-16 13F Security National Bank 221 121,00 20 122,22
2026-05-06 13F Bessemer Group Inc 8.316 2,21 1
2026-05-11 13F Fountainhead AM, LLC 162 32,79 15 36,36
2026-04-16 13F Stephen J. Garry & Associates, Llc 9.545 -5,07 885 -6,45
2026-05-15 13F Mission Wealth Management, Lp 7.002 -29,21 649 -30,29
2026-05-05 13F 4J Wealth Management LLC 6.275 0,00 582 -1,53
2026-04-27 13F Trademark Financial Management, LLC 3.198 -11,97 297 -13,45
2026-05-08 13F New England Private Wealth Advisors LLC 97.384 -4,13 9.031 -5,57
2026-04-13 13F Mather Group, Llc. 74.942 -0,46 6.950 -1,96
2026-05-13 13F Green Harvest Asset Management LLC 2.749 0,04 255 -1,55
2026-05-14 13F Phillips Wealth Planners LLC 3.425 -5,62 322 -5,85
2026-04-17 13F HHM Wealth Advisors, LLC 41.232 -1,79 3.824 -3,29
2026-04-29 13F Cvfg Llc 2.767 257
2026-04-13 13F Garrett Investment Advisors LLC 37.178 -4,16 3.448 -5,61
2026-05-04 13F Citizens National Bank Trust Department 1.520 -4,46 141 -6,04
2026-04-27 13F TCI Wealth Advisors, Inc. 4.544 -0,79 421 -2,32
2026-05-15 13F Summit Financial, LLC 71.860 9,25 6.664 7,61
2026-04-27 13F/A New World Advisors LLC 0 -100,00 0
2026-05-15 13F Cypress Capital Group 2.355 0,00 218 -1,36
2026-05-08 13F Steward Partners Investment Advisory, Llc 634.361 -4,79 58.831 -6,23
2026-05-12 13F Turning Point Benefit Group, Inc. 0 -100,00 0
2026-05-04 13F Brookwood Investment Group LLC 15.811 97,39 1.466 94,43
2026-04-14 13F Kozak & Associates, Inc. 223 0,00 21 -4,76
2026-04-16 13F Lexington Hill Partners, LLC 18.989 -45,47 1.761 -46,28
2026-05-11 13F Strategic Family Wealth Counselors, L.L.C. 22.788 -1,14 2.113 -2,04
2026-05-06 13F Catalyst Capital Advisors LLC 4.242.597 13,05 393.458 11,34
2026-04-10 13F Pure Financial Advisors, Inc. 3.073 285
2026-04-27 13F Commonwealth Equity Services, Llc 0 -100,00 0 -100,00
2026-02-17 13F Junto Capital Management LP 0 -100,00 0
2026-04-15 13F DecisionMap Wealth Management, LLC 4.878 -73,32 452 -73,74
2026-04-23 13F Summit Investment Advisory Services, LLC 23.437 -2,71 2.174 -4,19
2026-04-14 13F Nbc Securities, Inc. 14.318 -6,07 1.328 -7,53
2026-05-13 13F Scotia Capital Inc. 17.066 -10,34 1.583 -11,72
2026-05-11 13F Great Valley Advisor Group, Inc. 44.587 8,62 4.135 6,99
2026-05-13 13F Freestone Capital Holdings, LLC 5.645 -2,81 524 -4,21
2026-05-01 13F Thrivent Financial For Lutherans 104.387 57,57 10 50,00
2026-05-14 13F Crabel Capital Management, LLC 5.000 464
2026-04-23 13F Littlejohn Financial Services, Inc. 54.216 0,28 5.028 -1,24
2026-04-23 13F Ewa, Llc 15.169 -2,96 1.407 -4,42
2026-05-12 13F Kingsview Wealth Management, LLC 41.056 0,43 3.808 -1,09
2026-05-12 13F Rsm Us Wealth Management Llc 206.453 -4,85 19.146 -7,06
2026-04-21 13F Pallas Capital Advisors LLC 21.900 -31,54 2.031 -32,57
2026-04-30 13F LRI Investments, LLC 246 -4,28 23 -8,33
2026-05-12 13F Advyzon Investment Management, LLC 14.545 465,95 1.349 457,02
2026-05-13 13F Principal Securities, Inc. 103.483 17,27 9.597 15,50
2026-04-22 13F Accretive Wealth Partners, LLC 2.280 211
2026-04-08 13F Birchbrook, Inc. 72.320 -2,52 6.707 -3,99
2026-04-08 13F McNaughton Wealth Management, LLC 46.762 -5,31 4.337 -6,75
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 100.376 -63,09 9.309 -63,64
2026-05-01 13F Securian Asset Management, Inc 837.287 -3,79 77.650 -5,24
2026-05-05 13F Crestwood Advisors Group LLC 42.582 -5,97 3.948 -7,41
2026-05-18 13F Strait & Sound Wealth Management LLC 12.108 0,61 1.123 -0,97
2026-05-13 13F Prestige Wealth Management Group LLC 172 0,00 16 -6,25
2026-05-11 13F BankPlus Trust Department 592 -6,03 55 -8,47
2026-04-06 13F Rosenberg Matthew Hamilton 3.006 0,00 279 -1,77
2026-04-22 13F Apollon Financial, LLC 53.926 -2,19 5.001 -3,66
2026-04-15 13F Valley National Advisers Inc 91 -79,22 0
2026-04-20 13F McKinley Carter Wealth Services, Inc. 4.026 0,10 373 -1,32
2026-04-16 13F Center For Asset Management LLC 8.290 -21,06 769 -22,27
2026-04-22 13F Ridgecrest Wealth Partners, Llc 6.187 0,00 574 -1,55
2026-04-17 13F Braeburn Wealth Management LLC 19.485 -1,51 1.807 -2,95
2026-05-15 13F Briggs Wealth Management, Inc 5.107 -2,95 474 -4,44
2026-05-15 13F/A Itau Unibanco Holding S.A. 47.930 4.445
2026-04-02 13F Aspect Partners, LLC 5.798 60,65 538 58,41
2026-05-14 13F Allworth Financial LP 60.372 3,88 5.599 2,30
2026-05-14 13F Advisory Alpha, LLC 23.024 1,41 2.136 -0,14
2026-05-08 13F Mosaic Financial Group, Llc 3.373 0,00 0
2026-04-27 13F Exencial Wealth Advisors, Llc 9.537 6,10 884 4,49
2026-05-07 13F Carson Advisory Inc. 2.744 13,06 254 11,40
2026-05-07 13F Beta Wealth Group, Inc. 12.199 -0,85 1.131 -2,33
2026-05-04 13F Clear Investment Research, Llc 500 46
2026-05-15 13F Purpose Unlimited Inc. 15.144 4,78 1.404 3,24
2026-05-13 13F PKS Advisory Services, LLC 7.225 -11,49 663 -13,67
2026-04-17 13F Aspire Growth Partners LLC 16.371 -0,32 1.518 -1,81
2026-04-24 13F Enzi Wealth 33.155 -12,47 3.075 -14,23
2026-04-10 13F FORM Wealth Advisors, LLC 10.031 -50,47 930 -51,23
2026-04-23 13F First Pacific Financial 1.082 0,37 100 -0,99
2026-05-14 13F Milestone Asset Management Group, LLC 35.737 3,03 3.314 1,50
2026-02-17 13F Tolleson Wealth Management, Inc. 9.890 0,00 931 -0,96
2026-04-16 13F Scott & Selber, Inc. 2.161 0,05 200 -1,48
2026-04-10 13F Perfromance Wealth Partners, LLC 44.298 23,53 4.108 21,68
2026-04-15 13F Brady Martz Wealth Solutions, LLC 5.664 0,00 525 -1,50
2026-05-05 13F Atria Investments Llc 63.078 1,26 5.850 -0,27
2026-04-08 13F Sapient Capital Llc 13.995 0,00 1.298 -2,04
2026-05-14 13F Ade, Llc 39.088 -10,12 3.625 -11,46
2026-05-06 13F Shared Vision Wealth Group LLC 0 -100,00 0
2026-05-12 13F Reyes Financial Architecture, Inc. 2.569 1,18 238 -0,42
2026-05-15 13F Cresset Asset Management, LLC 106.583 -3,09 9.885 -4,56
2026-05-15 13F Ameriflex Group, Inc. 142 0,00 13 0,00
2026-05-15 13F Royal Bank Of Canada 1.558.899 -6,30 144.574 -7,71
2026-02-12 13F Tripletail Wealth Management, LLC 0 -100,00 0
2026-04-30 13F Donaldson Capital Management, Llc 3.423 12,23 317 10,45
2026-04-22 13F Caldwell Trust Co 1.095 -31,35 102 -32,67
2026-05-06 13F Hershey Financial Advisers, LLC 12.624 -29,50 1.171 -30,60
2026-04-13 13F Winthrop Advisory Group LLC 2.778 -11,61 258 -12,88
2026-04-22 13F Millburn Ridgefield Corp 4.242.597 13,05 393.458 11,34
2026-05-01 13F Hantz Financial Services, Inc. 1.366 36,87 0
2026-04-27 13F Wbh Advisory Inc 6.747 -8,34 625 -9,81
2026-05-11 13F Collier Financial 89 0,00 8 0,00
2026-05-04 13F Bedel Financial Consulting, Inc. 3.421 0,18 317 -1,25
2026-04-22 13F Wetzel Investment Advisors, Inc. 13.617 -6,55 1.263 -8,02
2026-02-03 13F Lubar & Co., Inc 0 -100,00 0
2026-01-12 13F AllSquare Wealth Management LLC 83 0,00 8 0,00
2026-05-01 13F Strategic Wealth Advisors LLC 575 -14,18 0
2026-04-15 13F Apex Wealth Management, LLC 4.022 0,00 373 -1,58
2026-04-22 13F Patton Fund Management, Inc. 0 -100,00 0
2026-05-14 13F Aries Wealth Management 29.299 -2,61 2.717 -4,06
2026-04-06 13F Karras Company, Inc. 12.909 -10,69 1.197 -11,99
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-05-14 13F Raymond James Financial Inc 14.250.677 3,47 1.321.608 1,91
2026-05-15 13F Fairview Capital Investment Management, Llc 4.525 0,00 420 -1,64
2026-04-20 13F C2C Wealth Management, LLC 10.165 0,00 943 -1,57
2026-04-23 13F BXM Wealth LLC 15.124 0,00 1.403 -1,54
2026-05-12 13F Entrust Financial Llc 346 -7,49 32 -8,57
2026-05-12 13F Colonial Trust Advisors 57.953 -1,95 5.375 -3,43
2026-02-14 13F POM Investment Strategies, LLC 0 -100,00 0
2026-05-15 13F IMG Wealth Management, Inc. 1.737 -50,00 161 -50,76
2026-04-07 13F Farther Finance Advisors, LLC 37.851 -6,07 3.508 -7,56
2026-02-06 13F Global Retirement Partners, LLC 61.143 38,95 5.757 37,53
2026-02-02 13F Stuart Chaussee & Associates, Inc. 0 -100,00 0
2026-04-28 13F Quent Capital, LLC 26 -77,78 2 -81,82
2026-05-04 13F Stage Harbor Financial, Llc 2.346 -1,84 218 -3,56
2026-05-01 13F Clarity Financial LLC 2.843 0,00 264 -1,50
2026-05-14 13F Cwm, Llc 733.419 -7,83 68.017 91.814,86
2026-04-29 13F Schmidt P J Investment Management Inc 5.821 4,10 540 2,47
2026-05-08 13F Moors & Cabot, Inc. 12.064 2,06 1.119 0,45
2026-05-14 13F Institute for Wealth Management, LLC. 4.956 3,31 460 1,77
2026-05-14 13F Ieq Capital, Llc 7.014 -45,19 651 -46,06
2026-04-24 13F Merited Wealth, LLC 0 -100,00 0
2026-05-07 13F Northwestern Mutual Wealth Management Co 1.521.231 -9,19 141.079 -10,56
2026-05-11 13F Aptus Capital Advisors, LLC 70.042 -10,15 6.496 -11,51
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 28.120 74,23 2.608 71,63
2026-05-12 13F Stifel Financial Corp 656.306 0,13 60.867 -1,38
2026-04-08 13F Sandbox Financial Partners, LLC 2.864 0,28 266 -1,12
2026-05-06 13F TopTier Wealth Management, LLC 642 60
2026-04-16 13F Five Pine Wealth Management 4.228 1,32 392 0,00
2026-05-15 13F Barnes Wealth Management Group, Inc 5.782 2,72 536 1,32
2026-05-06 13F Leuthold Group, Llc 0 -100,00 0
2026-05-14 13F Missouri Trust & Investment Co 373 0,00 35 -2,86
2026-05-13 13F Corsicana & Co. 835 0,00 78 0,00
2026-04-21 13F Ketron Financial 2.820 262
2026-04-10 13F MKT Advisors LLC 4.460 0,00 416 -0,95
2026-04-15 13F Fifth Third Securities, Inc. 5.014 -2,36 465 -3,73
2026-05-05 13F Sanctuary Advisors, LLC 215.810 -4,70 20.014 -6,14
2026-05-15 13F Silvercrest Asset Management Group Llc 82.983 0,00 7.696 -1,51
2026-05-14 13F Sumitomo Mitsui Financial Group, Inc. 10 -97,21 1 -100,00
2026-04-07 13F Park Avenue Securities Llc 266.927 -13,80 25 -17,24
2026-05-12 13F Greenwich Wealth Management LLC 3.208 43,21 0
2026-04-24 13F Goldstone Financial Group, LLC 13.325 -0,58 1.236 -2,14
2026-04-07 13F Central Pacific Bank - Trust Division 40 0,00 4 0,00
2026-05-05 13F Mcmorgan & Co Llc 28.238 0,38 2.619 -1,13
2026-04-07 13F Retirement Wealth Solutions LLC 2.350 10,59 218 8,50
2026-05-05 13F PFG Advisors 15.611 5,90 1.448 4,25
2026-05-15 13F New England Asset Management Inc 29.950 2,74 2.778 1,20
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 4.469 -1,37 414 -2,82
2026-04-28 13F TritonPoint Partners, LLC 0 -100,00 0
2026-05-01 13F 46 Peaks LLC 3.845 0,00 357 -1,66
2026-05-14 13F Orion Capital Management LLC 700 0,00 65 -1,54
2026-02-18 13F Financial Advisory Service, Inc. 74.589 0,35 7.023 -0,68
2026-04-23 13F Harbor Investment Advisory, Llc 1.265 0,00 117 -1,68
2026-04-13 13F Wolff Wiese Magana Llc 1.430 0,00 133 -1,49
2026-04-15 13F Sarver Vrooman Wealth Advisors 3.442 -91,11 319 -91,25
2026-01-20 13F Family Legacy Financial Solutions, LLC 0 -100,00 0
2026-04-15 13F Peddock Capital Advisors, Llc 14.874 0,00 1.379 -1,50
2026-04-06 13F Acima Private Wealth, Llc 106 -43,62 10 -47,06
2026-05-11 13F Founders Financial Alliance, LLC 2.639 49,69 245 46,99
2026-04-21 13F MBE Wealth Management, LLC 7.915 -0,04 734 -1,48
2026-04-28 13F K2 Financial Inc. 11.930 -0,08 1.122 -0,53
2026-04-20 13F Skyline Advisors, Inc. 4.655 4,07 432 2,38
2026-05-13 13F Lloyd Advisory Services, LLC. 749 -61,33 69 -62,09
2026-04-08 13F Archer Investment Management, LLC 9.955 923
2026-04-20 13F Joel Adams & Associates, Inc. 6.463 19,57 599 17,91
2026-05-12 13F Aspiriant, Llc 83.101 -0,13 7.707 -1,63
2026-02-11 13F Syon Capital Llc 0 -100,00 0 -100,00
2026-05-12 13F Sovereign Investment Advisors, LLC 160.630 4,35 14.897 2,77
2026-05-06 13F Sentinus, LLC 2.929 -19,49 272 -20,76
2026-05-07 13F Avidian Wealth Solutions, LLC 6.942 -4,59 644 -6,13
2026-04-10 13F Oxinas Partners Wealth Management LLC 11.804 10,52 1.095 8,86
2026-05-07 13F Scarborough Advisors, LLC 742 0,00 0
2026-05-05 13F Milestone Investment Advisors LLC 48.938 0,50 4.538 -1,03
2026-05-06 13F MTM Investment Management, LLC 1.373 -40,59 127 -41,47
2026-04-22 13F Qp Wealth Management, Llc 12.228 1.134
2026-04-23 13F Glass Jacobson Investment Advisors llc 5.610 0,00 520 -1,52
2026-05-06 13F MorganRosel Wealth Management, LLC 29.241 -70,85 2.712 -71,29
2026-04-14 13F Well Done, LLC 228.169 -6,58 21.160 -7,99
2026-05-06 13F GatePass Capital, LLC 6.249 0,00 580 -1,53
2026-02-17 13F Custos Family Office, LLC 87.678 -11,74 8.256 -12,65
2026-04-29 13F/A True Link Financial Advisors, LLC 172 16
2026-05-08 13F Bokf, Na 48.202 33,11 4.470 31,12
2026-05-04 13F Titiun Yejiel 3.605 0,00 334 -1,47
2026-05-13 13F Ameritas Investment Partners, Inc. 6.100 2.552,17 566 2.590,48
2026-04-29 13F Opulen Financial Group LLC 5.133 0,08 476 -1,24
2026-02-13 13F Clearview Wealth Advisors LLC 2.421 -12,19 228 -13,36
2026-03-04 13F AG Campbell Advisory, LLC 12 1
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 12.009 8,67 1.114 7,02
2026-05-15 13F 10Elms LLP 60.530 80,77 5.614 78,08
2026-05-27 13F Alpha Capital Advisors Inc /adv 98.148 0,11 9.102 -1,53
2026-04-20 13F TFB Advisors LLC 0 -100,00 0
2026-04-29 13F LiftPoint Family Wealth Advisors LLC 8.772 29,97 814 28,03
2026-04-29 13F Harbour Capital Advisors, LLC 2.700 0,00 254 0,79
2026-04-17 13F Gibson Capital, LLC 5.346 0,00 496 -1,59
2026-05-04 13F Copia Wealth Management 163 0,00 15 0,00
2026-05-08 13F Jackson Hole Capital Partners, LLC 834 0,00 77 -1,28
2026-04-02 13F Noble Wealth Management PBC 3.004 -1,64 279 -3,14
2026-05-01 13F Kraft, Davis & Associates, LLC 0 -100,00 0
2026-05-12 13F Community Bank, N.A. 2.500 0,00 232 -1,70
2026-04-21 13F One Wealth Advisors, LLC 29.639 4,23 2.749 -1,61
2026-04-21 13F Sensible Money, LLC 8.678 0,00 805 -1,59
2026-05-14 13F Kayne Anderson Rudnick Investment Management Llc 1.529 0,00 142 -2,08
2026-04-29 13F KERR FINANCIAL PLANNING Corp 6.885 -45,74 646 -46,34
2026-02-06 13F GPS Wealth Strategies Group, LLC 196 -99,44 18 -99,46
2026-05-11 13F Financial Perspectives, Inc 1.529 8,06 142 6,02
2026-05-13 13F Argent Trust Co 2.328 -9,70 216 -11,16
2026-04-15 13F Trust Point Inc. 10.593 0,21 982 -1,31
2026-05-01 13F Concord Asset Management, LLC/VA 2.779 0,00 258 -1,53
2026-05-07 13F Wharton Business Group, LLC 67.116 0,72 6.224 -0,80
2026-04-24 13F Charter Oak Capital Management, LLC 2.193 -0,27 203 -1,93
2026-05-11 13F OpenArc Corporate Advisory, LLC 2.565 238
2026-04-20 13F Higgins & Schmidt Wealth Strategies LLC 5.568 0,00 516 -1,53
2026-04-28 13F Flagship Harbor Advisors, Llc 42.156 -3,34 3.910 -4,80
2026-05-11 13F Manchester Capital Management LLC 0 -100,00 0
2026-05-07 13F Managed Asset Portfolios, Llc 0 -100,00 0
2026-05-18 13F Centaurus Financial, Inc. 16.867 8,48 2 0,00
2026-05-21 13F Raab & Moskowitz Asset Management LLC 10.108 1,67 937 0,11
2026-04-15 13F Capital Advisory Group Advisory Services, LLC 0 -100,00 0
2026-05-13 13F Cetera Investment Advisers 2.162.456 1,85 200.546 0,31
2026-02-12 13F Logan Capital Management Inc 0 -100,00 0 -100,00
2026-05-15 13F Tradition Wealth Management, LLC 33.228 -12,18 3.082 -13,50
2026-04-29 13F Strategic Blueprint, LLC 37.101 -0,13 3.441 -1,63
2026-05-11 13F Mark Sheptoff Financial Planning, Llc 334 0,00 32 0,00
2026-05-14 13F Chancellor Financial Group WB LP 3.623 -3,21 336 -4,83
2026-05-12 13F Vestcor Inc 239.551 -43,07 22 -43,59
2026-04-30 13F Colton Groome Financial Advisors, Llc 3.900 -1,59 362 -3,22
2026-05-13 13F Federation des caisses Desjardins du Quebec 9.885 111,44 917 108,18
2026-04-16 13F Diversified Trust Co 22.334 -6,96 2.071 -8,36
2026-04-16 13F Balboa Wealth Partners 2.482 0,00 230 -1,29
2026-04-29 13F Global Strategic Investment Solutions, LLC 2.447 0,00 227 -1,74
2026-05-04 13F Modus Advisors, LLC 58.873 -26,01 5.460 -27,14
2026-02-13 13F J Hagan Capital, Inc. 0 -100,00 0
2026-05-01 13F Harwood Advisory Group, LLC 45 0,00 4 0,00
2026-05-15 13F Cascades Capital Asset Management, LLC 3.687 0,00 342 -1,73
2026-04-20 13F Fiduciary Alliance LLC 3.146 18,32 296 18,00
2026-05-14 13F Captrust Financial Advisors 715.391 -2,79 66.341 -4,26
2026-05-15 13F Citadel Advisors Llc 0 -100,00 0
2026-04-27 13F Tennessee Valley Asset Management Partners 5.752 -9,17 533 -10,57
2026-04-29 13F Cordatus Wealth Management LLC 48.104 -1,24 4.461 -2,73
2026-04-20 13F GSB Wealth Management, LLC 2.384 -15,01 221 -16,29
2026-05-14 13F Dorsey & Whitney Trust CO LLC 10.945 0,00 1.015 -1,46
2026-04-21 13F Creative Capital Management Investments LLC 6 0,00 1
2026-04-30 13F Horrell Capital Management, Inc. 340 0,00 32 -3,12
2026-05-08 13F Vanguard Advisers Inc 3.840 356
2026-05-04 13F Optima Capital Llc 0 -100,00 0
2026-04-22 13F Pinnacle Bancorp, Inc. 805 0,00 75 -1,33
2026-05-08 13F Prime Capital Investment Advisors, LLC 38.229 0,36 3.545 -1,14
2026-04-24 13F Vision Capital Management, Inc. 2.908 0,00 270 -1,47
2026-05-19 13F Western Wealth Management, LLC 75.105 1,15 6.965 -0,37
2026-05-15 13F Gateway Wealth Partners, LLC 107.296 114,30 9.951 111,07
2026-05-04 13F Tradewinds, LLC. 0 -100,00 0
2026-01-30 13F BancorpSouth Bank 2.184 -5,94 206 -6,82
2026-05-12 13F TIAA Wealth Investment Management LLC 380 35
2026-05-06 13F Meridian Wealth Management, LLC 5.779 -5,93 536 -7,44
2026-04-07 13F Eastern Bank 25 -62,12 2 -66,67
2026-01-16 13F Trust Co Of Vermont 4.670 -16,26 440 -17,17
2026-05-11 13F Penserra Capital Management LLC 225.590 21
2026-01-29 13F RMG Wealth Management LLC 0 -100,00 0
2026-05-12 13F Kirtland Hills Capital Management, Llc 34.793 52,67 3.271 52,49
2026-05-07 13F FourThought Financial Partners, LLC 0 -100,00 0
2026-04-09 13F Everhart Financial Group, Inc. 8.751 5,09 812 3,44
2026-05-06 13F LPL Financial LLC 6.281.097 -0,12 582.509 -1,63
2026-05-15 13F JT Stratford LLC 6.532 0,00 606 -1,63
2026-05-05 13F Birchwood Financial Partners, Inc. 799 -9,51 74 -10,84
2026-04-30 13F Petix & Botte Co 17.655 -52,22 3.275 -5,89
2026-05-04 13F Wsfs Capital Management, Llc 2.198 204
2026-02-10 13F Sequent Asset Management, LLC 59.865 5,11 5.637 4,04
2026-04-15 13F Fluent Financial, LLC 3.051 0,00 285 -0,70
2026-05-12 13F Luken Investment Analytics, LLC 425 0,00 39 -2,50
2026-05-15 13F Round Rock Advisors, LLC 45.539 -0,87 4.223 -2,36
2026-04-22 13F Investment Advisory Group, LLC 66.157 -0,60 6.135 -2,09
2026-05-06 13F FSA Advisors, Inc. 0 -100,00 0
2026-05-08 13F Blair William & Co/il 79.569 -2,18 7.379 -3,64
2026-04-28 13F Bravias Capital Group, LLC 11.731 0,00 1.088 -1,54
2026-05-04 13F Chicago Partners Investment Group LLC 7.678 -3,76 722 -4,50
2026-04-10 13F BostonPremier Wealth LLC 7.151 -4,21 663 -5,56
2026-05-01 13F Sovran Advisors, LLC 9.535 5,10 902 5,25
2026-01-23 13F Altfest L J & Co Inc 0 -100,00 0
2026-04-21 13F Nemes Rush Group LLC 221 -1,78 20 -4,76
2026-05-08 13F McAdam, LLC 2.458 0,29 228 -1,30
2026-05-12 13F Cooper/haims Advisors, Llc 2.194 0,00 203 -1,46
2026-05-13 13F First Trust Advisors Lp 93.487 967,45 8.670 952,06
2026-02-17 13F Citadel Advisors Llc Call 0 -100,00 0
2026-04-13 13F Chesley Taft & Associates LLC 2.450 0,00 227 -1,30
2026-04-28 13F Belpointe Asset Management LLC 6.355 -2,13 589 -3,60
2026-04-27 13F Altus Wealth Group LLC 2.419 -57,94 224 -58,60
2026-04-08 13F Post Resch Tallon Group Inc. 7.888 7,20 731 5,64
2026-04-17 13F Summit Wealth Partners, LLC 182.452 -3,31 16.921 -4,77
2026-05-15 13F Peapack Gladstone Financial Corp 5.187 0,00 0
2026-04-24 13F Mann Financial Group, Inc. 65.958 -8,80 6.117 -10,19
2026-04-17 13F Roxbury Financial LLC 4.547 -0,39 422 -1,86
2026-05-06 13F Assetmark, Inc 1.343.205 -13,58 124.569 -14,89
2026-05-14 13F Keebeck Wealth Management, LLC 20.901 -8,44 1.938 -9,82
2026-04-27 13F Syntegra Private Wealth Group, LLC 155.157 -16,75 14.389 -18,01
2026-05-06 13F Avalon Trust Co 2.550 0,00 236 -1,67
2026-04-17 13F Cora Capital Advisors Llc 35.694 -2,26 3.310 -3,72
2026-05-05 13F UBS Group AG 3.227.908 -5,57 299.356 -6,99
2026-05-07 13F Crewe Advisors LLC 171 0,00 16 -6,25
2026-05-11 13F Ewing Morris & Co. Investment Partners Ltd. 7.180 3,61 666 0,76
2026-04-14 13F Bay Harbor Wealth Management, LLC 43 -8,51 4 -25,00
2026-05-12 13F Sfmg, Llc 6.007 1,42 557 0,00
2026-04-15 13F ARS Wealth Advisors Group, LLC 366.628 -2,88 34.001 -4,34
2026-04-28 13F Meridian Investment Counsel Inc. 3.284 0,00 305 -1,62
2026-04-13 13F Gill Capital Partners, Llc 1.200 111
2026-05-11 13F Savvy Advisors, Inc. 27.995 -6,17 2.596 -7,58
2026-04-28 13F Kingswood Wealth Advisors, Llc 79.801 -6,42 7.401 -7,83
2026-04-07 13F Anderson Hoagland & Co 210.228 15,77 19.497 14,03
2026-04-27 13F Prasad Wealth Partners, LLC 8.242 2,95 764 1,46
2026-05-04 13F Geneos Wealth Management Inc. 1.143.557 99,30 106.053 96,29
2026-04-24 13F National Asset Management, Inc. 3.524 -1,12 323 -3,58
2026-04-17 13F Vermillion Wealth Management, Inc. 67 0,00 6 0,00
2026-05-13 13F Choate Investment Advisors 65.915 9,09 6.113 7,44
2026-04-29 13F Addison Capital Co 17.147 1.590
2026-05-04 13F Lifeworks Advisors, LLC 0 -100,00 0
2026-05-05 13F Gallacher Capital Management LLC 5.575 -0,07 517 -1,52
2026-04-09 13F Wedmont Private Capital 3.571 65,94 336 66,34
2026-04-16 13F Hicks Capital Management Llc 23.539 0,03 2.183 -1,44
2026-05-14 13F Gwn Securities Inc. 3.502 -0,57 325 -2,11
2026-04-24 13F Berkeley, Inc 5.012 0,00 465 -1,49
2026-04-17 13F BCS Wealth Management 0 -100,00 0
2026-04-21 13F FLP Wealth Management, LLC 0 -100,00 0
2026-05-12 13F KilterHowling LLC 139.419 1,61 12.930 0,08
2026-04-21 13F Laurel Oak Wealth Management, Llc 5.858 0,03 543 -1,45
2026-04-20 13F Apella Capital, LLC 109.218 -8,08 10.360 -7,40
2026-05-05 13F Beaumont Financial Advisors, LLC 3.643 -1,09 338 -2,60
2026-05-15 13F Mercer Global Advisors Inc /adv 1.077.889 -14,97 99.963 -16,25
2026-04-22 13F LifeSteps Financial, Inc. 5.822 -1,71 540 -3,23
2026-04-17 13F RFG Advisory, LLC 5.970 4,88 554 3,36
2026-04-23 13F Cornerstone Wealth Management, LLC 256.054 0,90 23.747 -0,62
2026-04-27 13F River's Edge Wealth Management, Llc 27.167 0,97 2.556 -1,28
2026-05-08 13F Rik Saylor Financial, Inc. 43.326 -1,76 4.018 -3,23
2026-05-15 13F Tudor Investment Corp Et Al 2.506 -98,47 232 -98,50
2026-04-13 13F Arkansas Financial Group, Inc. 41.464 0,00 3.903 -0,05
2026-04-15 13F City Holding Co 81 0,00 8 0,00
2026-05-01 13F Pittenger & Anderson Inc 17 0,00 2 0,00
2026-04-28 13F Nbt Bank N A /ny 2.983 57,50 277 -1,43
2026-04-22 13F Spire Wealth Management 20.128 -0,04 1.867 -1,58
2026-05-12 13F IFG Advisory, LLC 1.401 -96,22 130 -96,30
2026-05-28 13F Cozad Asset Management Inc 43.070 -1,99 3.994 -3,46
2026-05-14 13F Jacobi Capital Management LLC 13.651 -2,75 1.266 -4,24
2026-05-12 13F Avant Capital LLC 72.021 -3,31 6.679 -4,76
2026-05-14 13F Catalytic Wealth RIA, LLC 20.118 0,00 1.866 -1,53
2026-05-14 13F Rockefeller Capital Management L.P. 200.055 -1,24 18.553 -2,73
2026-05-13 13F Park Square Financial Group, LLC 0 -100,00 0
2026-05-15 13F Pursuit Wealth Strategies, Llc 2.445 1,92 227 0,44
2026-05-07 13F Carl P. Sherr & Co., LLC 2.865 0,00 266 -2,57
2026-04-14 13F Portfolio Resources Advisor Group, Inc. 62 6
2026-04-21 13F Delta Wealth Advisors LLC 36.699 0,30 3.403 -1,22
2026-05-06 13F Ritter Daniher Financial Advisory LLC / DE 106 0,00 10 0,00
2026-04-17 13F Stonehearth Capital Management, LLC 6.563 -8,09 609 -9,52
2026-04-27 13F Forte Asset Management Llc 5.565 0,00 516 -1,53
2026-04-28 13F Bfsg, Llc 353 -16,55 33 -17,95
2026-04-29 13F Houlihan Financial Resource Group, Ltd. 38.935 0,52 3.611 -1,37
2026-05-06 13F Dunhill Financial, LLC 1.062 2,91 98 1,03
2026-04-22 13F Coastal Investment Advisors, Inc. 2.138 -39,91 198 -40,90
2026-04-27 13F Tanglewood Legacy Advisors, LLC 20.391 -1,49 1.891 -2,98
2026-05-06 13F Hartland & Co., LLC 80.348 -4,03 7.451 -5,47
2026-05-01 13F Symphony Financial, Ltd. Co. 3.550 0,00 327 -3,26
2026-04-27 13F Iron Financial, LLC 11.238 -22,19 1.042 -23,33
2026-04-20 13F Tranquility Partners, LLC 15.873 5,17 1.441 1,41
2026-05-12 13F Chapman Financial Group, Llc 585 51,95 54 50,00
2026-02-02 13F Independence Asset Advisors, LLC 0 -100,00 0
2026-02-12 13F Grey Fox Wealth Advisors, LLC 0 -100,00 0
2026-05-15 13F Squarepoint Ops LLC 14.064 1.304
2026-05-15 13F Vertex Planning Partners, LLC 6.558 -0,02 608 -1,46
2026-04-21 13F Creekside Partners 16.672 0,08 1.546 -1,40
2026-04-23 13F Mayflower Financial Advisors, LLC 74.220 0,36 6.883 -1,15
2026-05-01 13F Citizens Financial Group Inc/ri 234.954 -0,67 21.790 -2,16
2026-04-20 13F Foster Victor Wealth Advisors, LLC 2.632 0,00 247 -0,81
2026-04-30 13F Private Trust Co Na 17.615 3,28 1.634 1,68
2026-05-08 13F/A JPL Wealth Management, LLC 164 15
2026-04-29 13F Clear Point Advisors Inc. 0 -100,00 0
2026-05-14 13F Pinnacle Family Advisors, LLC 2.554 -52,12 237 -52,99
2026-04-14 13F Value Investment Professionals, LLC 0 -100,00 0
2026-05-14 13F Simplex Trading, Llc 361 -28,09 33 -29,79
2026-04-22 13F Jim Saulnier & Associates, Llc 2.448 0,20 227 -1,74
2026-04-08 13F Grove Bank & Trust 4.000 0,00 371 -1,60
2026-01-05 13F Chesapeake Asset Management Llc 0 -100,00 0 -100,00
2026-05-01 13F Team Financial Group, LLC 1.528 0,39 142 -1,40
2026-04-24 13F KPP Advisory Services LLC 3.872 -0,10 359 -1,37
2026-05-15 13F Fwl Investment Management, Llc 22 0,00 2 0,00
2026-05-15 13F Citadel Advisors Llc Put 8.600 -46,58 798 -47,39
2026-05-01 13F Valmark Advisers, Inc. 181.946 -15,29 16.874 -16,57
2026-05-27 13F Security Financial Services, INC. 6.700 -24,52 621 -25,63
2026-04-23 13F Summit Wealth Group Llc / Co 6.193 53,06 574 51,05
2026-05-13 13F Kingdom Financial Group LLC. 749 -68,90 69 -69,47
2026-04-21 13F Kingsman Wealth Management, Inc. 5.278 0,42 489 -1,01
2026-05-01 13F TSA Wealth Managment LLC 4.115 15,56 382 13,73
2026-05-07 13F JMG Financial Group, Ltd. 12.847 0,00 1.191 -1,49
2026-05-11 13F Cornerstone Planning, LLC 49.756 24,98 4.617 22,60
2026-04-21 13F E&G Advisors, LP 7.514 0,00 697 -1,56
2026-05-15 13F Change Path, LLC 127.008 -11,29 11.779 -12,63
2026-05-08 13F Schrum Private Wealth Management LLC 8.611 -1,42 799 -2,92
2026-04-24 13F Saxony Capital Management, LLC 19.365 1.796
2026-05-29 13F Asset Dedication, LLC 8.370 0,50 776 -1,02
2026-04-13 13F St Germain D J Co Inc 1.291 27,57 120 25,26
2026-05-01 13F Johnson Investment Counsel Inc 1.276.721 3,45 118.403 1,89
2026-05-15 13F DT Investment Partners, LLC 1.000 93
2026-05-12 13F Summit Trail Advisors, Llc 17.074 -9,01 1.583 -10,36
2026-04-17 13F Sovereign Financial Group, Inc. 6.896 -3,54 640 -5,05
2026-04-27 13F Tsfg, Llc 3.078 0,00 0
2026-04-10 13F Perigon Wealth Management, LLC 59.940 -5,78 5.559 -7,21
2026-05-11 13F Hansen & Associates Financial Group, Inc. 25.300 3,46 2.362 0,72
2026-05-01 13F 180 Wealth Advisors, Llc 21.950 -1,13 2.036 -2,63
2026-05-11 13F Nomura Asset Management Co Ltd 23.400 2.170
2026-05-05 13F Cherry Tree Wealth Management, LLC 13.187 -1,39 1.223 -2,94
2026-04-17 13F Bell Investment Advisors, Inc 38.630 -1,01 3.583 -2,50
2026-01-12 13F World Equity Group, Inc. 0 -100,00 0
2026-04-10 13F Abound Wealth Management 333 0,00 31 -3,23
2026-05-11 13F Umb Bank N A/mo 63.172 52,88 5.859 50,59
2026-05-11 13F CFO4Life Group, LLC 11.776 0,07 1.092 -1,44
2026-05-12 13F Legacy Advisory Services, LLC 110.547 -14,98 10.252 -16,26
2026-05-04 13F Keeler & Nadler Financial Planning & Wealth Management 74.725 -0,91 6.930 -2,41
2026-04-15 13F Snider Financial Group 11.730 4,75 1.088 3,13
2026-05-05 13F Smart Money Group LLC 17.365 -5,78 1.610 -7,20
2026-05-15 13F/A EverSource Wealth Advisors, LLC 3.101 -12,45 288 -13,81
2026-05-07 13F EPG Wealth Management LLC 539 50
2026-04-28 13F Southern Michigan Bank & Trust 215 20
2026-05-13 13F Clear Wave Wealth Management Llc 145.638 13.506
2026-04-08 13F Selby Wealth Management, LLC 20.193 -4,99 1.873 -6,45
2026-05-12 13F Wescott Financial Advisory Group, LLC 15.857 -2,29 1.471 -3,73
2026-04-15 13F DAVENPORT & Co LLC 9.406 2,85 872 1,28
2026-04-14 13F HMV Wealth Advisors, LLC 2.681 0,00 249 -1,59
2026-04-22 13F Apollon Wealth Management, LLC 50.326 0,77 4.667 -0,74
2026-04-24 13F Greater Midwest Financial Group, LLC 7.744 0,43 718 -1,10
2026-04-21 13F Berkshire Money Management, Inc. 10.251 1,88 951 0,32
2026-04-15 13F Register Financial Advisors LLC 3.743 -2,32 347 -3,61
2026-05-01 13F Avion Wealth 726 0,00 0
2026-04-01 13F First Financial Bank - Trust Division 9.465 -6,20 878 -7,68
2026-05-11 13F MCF Advisors LLC 992 -0,10 92 -1,08
2026-05-15 13F Goldman Sachs Group Inc 123.606 -25,63 11.463 -26,74
2026-04-15 13F Seacrest Wealth Management, Llc 2.972 -19,68 276 -20,98
2026-05-08 13F Fortis Group Advisors, LLC 14.536 -3,11 1.373 -3,58
2026-02-11 13F Advocacy Wealth Management Services, LLC 0 -100,00 0
2026-04-23 13F Mattern Wealth Management LLC 12.512 -0,05 1.160 -1,53
2026-05-12 13F Tocqueville Asset Management L.p. 3.854 2,94 357 1,42
2026-01-30 13F Spreng Capital Management, Inc. 0 -100,00 0
2026-05-11 13F CAPROCK Group, Inc. 17.963 -1,70 1.666 -3,20
2026-05-08 13F Creekmur Asset Management LLC 0 -100,00 0
2026-04-17 13F Integrated Capital Management, LLC 8.061 0,44 748 -1,06
2026-05-13 13F NewEdge Wealth, LLC 33.667 46,06 3.122 43,87
2026-04-30 13F Mosaic Family Wealth Partners, Llc 16.960 1.573
2026-05-12 13F M&t Bank Corp 86.002 -10,84 7.976 -12,19
2026-04-21 13F Wedbush Securities Inc 9.567 3,88 1
2026-04-29 13F Garde Capital, Inc. 6.219 -10,25 577 -11,66
2026-05-05 13F Landing Point Financial Group, LLC 0 -100,00 0
2026-05-04 13F Envestnet Asset Management Inc 3.985.108 14,48 369.579 12,76
2026-02-17 13F SageView Advisory Group, LLC 73.022 -3,55 6.876 -4,54
2026-04-07 13F Legacy Solutions, Llc 2.350 0,04 218 -1,81
2026-04-20 13F Pathfinder Wealth Consulting, Inc. 5.104 -2,71 473 -4,06
2026-05-14 13F Guardian Asset Advisors, LLC 2.822 -96,63 262 -96,69
2026-05-15 13F Ancora Advisors, LLC 110.591 -1,90 10.256 -3,38
2026-05-15 13F Hancock Whitney Corp 4.261 13,20 403 13,84
2026-01-23 13F Ball & Co Wealth Management Inc. 0 -100,00 0
2026-04-24 13F FRG Family Wealth Advisors LLC 7.475 0,00 693 -1,42
2026-04-21 13F Claro Advisors LLC 15.501 0,03 1.438 -1,51
2026-05-07 13F BlueStem Wealth Partners, LLC 132.339 12.273
2026-04-29 13F Marino, Stram & Associates Llc 32.572 -1,83 3.021 -3,33
2026-04-27 13F Mount Yale Investment Advisors, LLC 16.996 -34,32 1.576 -35,30
2026-04-28 13F Indiana Trust & Investment Management CO 70 6
2026-05-12 13F Great Diamond Partners, LLC 0 -100,00 0
2026-05-07 13F Facet Wealth, Inc. 465.985 0,74 43.215 -1,82
2026-05-01 13F Signature Resources Capital Management, LLC 1.421 -15,21 132 -16,56
2026-05-12 13F Tiaa-cref Individual & Institutional Services, Llc 7.262 673
2026-04-30 13F Roman Butler Fullerton & Co 16.926 0,41 1.593 -0,25
2026-05-04 13F Milestones Private Investment Advisors LLC 8.610 -47,44 798 -48,25
2026-05-11 13F Integrity Alliance, Llc. 18.897 -4,94 1.753 -6,36
2026-05-15 13F Armis Advisers, LLC 3.240 0,00 306 2,01
2026-04-15 13F Trust Co Of Toledo Na /oh/ 1.900 80,78 176 79,59
2026-04-29 13F Garner Asset Management Corp 0 -100,00 0
2026-05-15 13F Advisory Services Network, LLC 52.988 5,44 4.914 3,87
2026-04-28 13F Parthenon Llc 6.174 0,00 573 -1,55
2026-05-13 13F NFP Retirement, Inc. 6.726 -0,25 624 -1,74
2026-05-14 13F Evergreen Capital Management Llc 110.483 -0,57 10.246 -2,06
2026-05-01 13F New Republic Capital, LLC 5.157 0,16 478 -1,24
2026-05-15 13F/A Arrowroot Family Office, LLC 10.707 3,61 993 1,95
2026-05-15 13F Chilton Investment Co Llc 21.500 0,00 1.994 -1,53
2026-04-07 13F Legacy Private Trust Co. 29.478 -31,00 2.734 -32,05
2026-05-11 13F Tranquilli Financial Advisor LLC 21.262 -6,09 1.972 -7,51
2026-05-05 13F Newbridge Financial Services Group, Inc. 156 0,00 14 0,00
2026-05-08 13F Wilkerson Advisory Group LLC 176 0,00 16 0,00
2026-05-12 13F GGM Financials LLC 30.452 -0,41 2.824 -1,91
2026-05-14 13F Integrity Financial Corp /WA 1.942 -20,51 180 -21,74
2026-05-05 13F Bank of New York Mellon Corp 532.541 -0,82 49.388 -2,32
2026-05-05 13F Bank Julius Baer & Co. Ltd, Zurich 0 -100,00 0
2026-05-06 13F Quest 10 Wealth Builders, Inc. 117 -35,36 11 -41,18
2026-05-04 13F Illumine Investment Management, LLC 7.822 0,00 725 -1,49
2026-05-12 13F Ameritas Advisory Services, LLC 29.086 -7,19 2.697 -8,58
2026-04-21 13F Hudson Oak Wealth Advisory LLC 24.820 6,82 2.302 5,21
2026-04-30 13F Ibex Wealth Advisors 75.860 -8,79 7.035 -10,16
2026-04-27 13F Symmetry Partners, LLC 332.924 8,21 30.875 6,58
2026-05-11 13F Commonwealth Retirement Investments LLC 0 -100,00 0
2026-04-17 13F Wealthbridge Capital Management, Llc 58.398 0,75 5.416 -0,79
2026-05-12 13F Insigneo Advisory Services, Llc 3.408 -7,97 316 -9,20
2026-01-16 13F Aspire Private Capital, LLC 0 -100,00 0 -100,00
2026-05-15 13F Tower Research Capital LLC (TRC) 140.619 286,25 13.041 280,54
2026-05-08 13F STAR Financial Bank 5.300 492
2026-05-04 13F Concentrum Wealth Management 13.297 0,08 1.233 -1,44
2026-05-14 13F Cambria Investment Management, L.P. 5.725 -14,18 531 -15,61
2026-04-27 13F Integrity Wealth Partners, LLC 5.574 517
2026-04-21 13F Everpar Advisors Llc 4.610 10,58 427 8,93
2026-01-23 13F Keener Financial Planning LLC 0 -100,00 0
2026-05-07 13F Magnolia Wealth Management, LLC 3 0
2026-05-14 13F Davis Wealth Advisors, LLC 2.173 -1,98 202 -3,37
2026-05-15 13F NCM Capital Management, LLC 2.539 0,00 235 -1,67
2026-04-24 13F UMA Financial Services, Inc. 14.244 8,01 1.321 6,37
2026-02-11 13F Goodman Advisory Group, LLC 0 -100,00 0
2026-05-07 13F Dravo Bay Llc 10.497 5,53 973 3,95
2026-04-16 13F Ttp Investments, Inc. 0 -100,00 0
2026-02-05 13F HighMark Wealth Management LLC 0 -100,00 0
2026-05-07 13F Sagespring Wealth Partners, Llc 243.173 -7,07 22.552 -8,47
2026-04-24 13F Family Capital Trust Co 820 0,00 77 0,00
2026-04-15 13F Signature Estate & Investment Advisors Llc 37.508 3,83 3.478 2,26
2026-05-04 13F Worth Financial Advisory Group, LLC 0 -100,00 0
2026-05-12 13F Strategy Asset Managers Llc 19.668 1,65 1.824 0,11
2026-04-16 13F Genesis Private Wealth, Llc 7.988 -2,20 741 -3,77
2026-04-23 13F Atlas Private Wealth Advisors 7.394 -35,34 686 -36,34
2026-05-08 13F Comprehensive Financial Consultants Institutional, Inc. 15.728 -0,47 1.459 -1,95
2026-04-21 13F Delap Wealth Advisory, Llc 4.817 0,00 447 -1,55
2026-04-15 13F LongView Wealth Management 8.738 3,68 818 2,38
2026-05-07 13F New Insight Wealth Advisors 15.557 -3,11 1.443 -4,57
2026-04-29 13F/A Salem Investment Counselors Inc 16.683 -2,65 1.547 -4,09
2026-04-27 13F Insight Inv LLC 17.511 30,44 1.624 28,40
2026-05-12 13F Guerra Pan Advisors, Llc 69.207 1,90 6.418 0,36
2026-05-14 13F Modern Wealth Management, LLC 156.959 0,55 14.545 -1,04
2026-05-15 13F Intelligence Driven Advisers, LLC 0 -100,00 0
2026-05-08 13F Curtis Advisory Group, LLC 59.223 53,24 5.492 50,96
2026-04-09 13F Brown Wealth Management, Llc 34.485 -0,19 3.198 -1,69
2026-04-23 13F Macco Financial Group, Inc. 0 -100,00 0
2026-05-04 13F Moment Partners, LLC 4.888 0,00 453 -1,52
2026-04-17 13F High Net Worth Advisory Group LLC 56.032 -2,60 5.196 -4,06
2026-04-20 13F New Hampshire Trust 5.645 0,00 524 -1,51
2026-05-05 13F Adaptive Financial Consulting, LLC 235.579 5,72 21.848 4,12
2026-04-09 13F Mechanics Bank Trust Department 27.213 -7,43 2.524 -8,82
2026-04-27 13F Beacon Financial Advisory LLC 7.863 -1,06 729 -2,54
2026-04-30 13F ETF Store, Inc. 29.731 1,56 2.757 0,04
2026-04-08 13F NorthCrest Asset Manangement, LLC 11.851 -2,17 1.106 -2,81
2026-05-05 13F Wealthfront Advisers Llc 6.868 -27,99 637 -29,18
2026-05-05 13F Torrey-Payne Wealth Management, LLC 87.062 1,57 8.074 -1,38
2026-05-07 13F Sage Financial Group Inc 4.690 0,00 435 -1,59
2026-05-14 13F Jump Financial, LLC 24.734 2.294
2026-05-08 13F AAFCPAs Wealth Management, LLC 0 -100,00 0
2026-05-05 13F Investment Partners, Ltd. 31.162 -14,47 2.890 -15,77
2026-05-04 13F Sterling Group Wealth Management, LLC 7.485 0,00 694 -1,42
2026-05-06 13F Sound View Wealth Advisors Group, LLC 10.284 0,04 954 -1,45
2026-06-01 13F Foguth Wealth Management, LLC. 3.341 1,43 323 4,55
2026-05-13 13F Clearwater Capital Advisors, LLC 3.075 0,00 285 -1,38
2026-04-29 13F BEAM Asset Management, LLC 15.848 1.470
2026-04-23 13F Fairway Wealth LLC 0 -100,00 0
2026-05-15 13F Gw Henssler & Associates Ltd 6.881 0,00 638 -1,39
2026-04-14 13F Focus Financial Network, Inc. 45.014 -9,45 4.175 -10,81
2026-05-04 13F Hibernia Wealth Partners, LLC 53.106 -16,21 4.925 -17,46
2026-04-17 13F Burns J W & Co Inc/ny 3.000 -0,30 278 -1,77
2026-04-22 13F Crew Capital Management, Ltd. 2.166 0,00 201 -1,48
2026-04-30 13F Money Concepts Capital Corp 128.484 3,94 11.916 2,37
2026-05-13 13F Truvestments Capital Llc 42 4
2026-04-24 13F Root Financial Partners, LLC 1.154 -3,59 107 -4,46
2026-04-21 13F Welch Group, LLC 5.104 0,00 473 -1,46
2026-05-12 13F Cahill Financial Advisors Inc 2.661 2,86 247 1,23
2026-05-11 13F Potentia Wealth 7.388 0,79 685 -0,72
2026-04-27 13F Kelman-Lazarov, Inc. 2.301 0,00 213 -1,39
2026-04-30 13F Mv Capital Management, Inc. 157.477 -25,49 14.604 -26,61
2026-05-04 13F Nwam Llc 21.524 -16,39 1.996 -18,33
2026-05-12 13F Jane Street Group, Llc Call 3.100 -59,21 287 -59,86
2026-05-13 13F 17 Capital Partners, Llc 6.879 18,46 638 16,67
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