IWD - iShares Trust - iShares Russell 1000 Value ETF Aktien - Aktienkurs, Institutioneller Eigentümerschaft, Aktionäre

iShares Trust - iShares Russell 1000 Value ETF
CL ˙ SNSE ˙ US4642875987
Basisstatistiken
Institutionelle Eigentümer 1936 total, 1930 long only, 3 short only, 3 long/short - change of 0,41% MRQ
Durchschnittliche Portfolioallokation 0.5654 % - change of -4,32% MRQ
Institutionelle Aktien (Long) 269.685.221 (ex 13D/G) - change of 32,15MM shares 13,53% MRQ
Institutioneller Wert (Long) $ 56.930.727 USD ($1000)
Institutioneller Eigentümerschaft und Aktionäre

iShares Trust - iShares Russell 1000 Value ETF (CL:IWD) hat 1936 institutionelle Eigentümer und Aktionäre, die 13D/G oder 13F Formulare bei der Securities Exchange Commission (SEC) eingereicht haben. Diese Institutionen halten insgesamt 269,685,221 Aktien. Die größten Aktionäre sind Bank Of America Corp /de/, Morgan Stanley, Goldman Sachs Group Inc, Fmr Llc, Jpmorgan Chase & Co, Financial Engines Advisors L.L.C., Envestnet Asset Management Inc, UBS Group AG, Baird Financial Group, Inc., and Raymond James Financial Inc .

iShares Trust - iShares Russell 1000 Value ETF (SNSE:IWD) Die institutionelle Eigentümerstruktur zeigt die aktuellen Positionen von Institutionen und Fonds im Unternehmen sowie die jüngsten Veränderungen der Positionsgröße. Zu den Großaktionären können Einzelanleger, Investmentfonds, Hedgefonds oder Institutionen gehören. Der Schedule 13D zeigt an, dass der Investor mehr als 5% des Unternehmens hält (oder gehalten hat) und beabsichtigt (oder beabsichtigt hat), aktiv eine Änderung der Geschäftsstrategie zu verfolgen. Schedule 13G zeigt eine passive Investition von über 5% an.

Fondsstimmung-Score

Der Fondsstimmung-Score (auch bekannt als Eigentümer-Akkumulations-Score) ermittelt die Aktien, die am meisten von Fonds gekauft werden. Er ist das Ergebnis eines ausgeklügelten quantitativen Multifaktormodells, das die Unternehmen mit den höchsten institutionellen Käufen identifiziert. Das Scoring-Modell verwendet eine Kombination aus der Gesamtzunahme der offengelegten Eigentümer, den Änderungen der Portfolioallokationen in diesen Eigentümern und anderen Metriken. Die Zahl reicht von 0 bis 100, wobei höhere Zahlen ein höheres Maß an Kapitalakkumulation als bei anderen Unternehmen anzeigen und 50 den Durchschnitt darstellt.

Aktualisierungshäufigkeit: Täglich

Siehe Ownership Explorer, der eine Liste der am höchsten bewerteten Unternehmen enthält.

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13F und NPORT Einreichungen

Details zu 13F-Einreichungen sind kostenlos. Für Details zu NP-Einreichungen ist eine Premium-Mitgliedschaft erforderlich. Grüne Zeilen zeigen neue Positionen an. Rote Zeilen zeigen geschlossene Positionen an. Klicken Sie auf das Link Symbol, um den gesamten Transaktionsverlauf zu sehen.

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Datei Datum Quelle Anleger Typ Durchschnittlicher Preis
(Est)
Aktien Δ Aktien
(%)
Gemeldeter
Wert
($1000)
Δ Wert
(%)
Port Alloc
(%)
2026-05-11 13F Jordan Park Group LLC 7.799 0,00 1.666 1,59
2026-04-21 13F Topsail Wealth Management, LLC 349 0,00 75 1,37
2026-04-27 13F Navigate Wealth Management, LLC 1.724 389
2026-05-15 13F Warren Averett Asset Management, LLC 272.542 -2,92 58.234 -1,39
2026-05-06 13F Hamilton Point Investment Advisors, LLC 2.547 0,79 544 2,45
2026-05-12 13F Rathbone Brothers plc 1.684 1,32 360 2,87
2026-05-11 13F High Note Wealth, LLC 47 0,00 10 11,11
2026-05-12 13F/A Signature Securities Group Corporation 14.973 -11,33 3.199 -9,94
2026-04-21 13F Financial Consulate, Inc 329 0,00 70 1,45
2026-02-11 13F Rise Advisors, LLC 0 -100,00 0
2026-04-17 13F Hanson & Doremus Investment Management 25.698 0,10 5 0,00
2026-04-27 13F JB Capital LLC 1.582 2,13 338 3,69
2026-01-21 13F Future Financial Wealth Managment LLC 0 -100,00 0 -100,00
2026-05-01 13F Hills Bank & Trust Co 725 0,00 155 1,32
2026-04-29 13F Connable Office Inc 975 0,00 208 1,46
2026-05-15 13F MAI Capital Management 361.067 -0,29 77.149 1,29
2026-05-15 13F Silver Grove Financial Group, Inc. 346 74
2026-04-30 13F Nuveen, LLC 170.307 -28,95 36.389 -27,83
2026-04-27 13F Greenleaf Trust 7.183 0,98 1.535 2,54
2026-04-24 13F Financial Life Planners 1.638 -4,38 350 -3,06
2026-05-12 13F Vaughan David Investments Inc/il 1.063 0,00 0
2026-05-08 13F Vanguard National Trust Co 27.706 5.920
2026-05-05 13F Smith, Moore & Co. 21.538 0,18 4.602 1,77
2026-05-15 13F PACK Private Wealth, LLC 1.842 0,00 394 1,55
2026-04-13 13F Bannerman Wealth Management Group, Llc 7.842 -1,63 1.676 -0,06
2026-05-08 13F Summit Wealth & Retirement Planning, Inc. 59.121 -0,65 12.632 0,93
2026-05-14 13F Johnson Financial Group, LLC 12.321 0,37 2.633 1,94
2026-05-07 13F Vision Retirement, LLC 304 70,79 65 72,97
2026-04-06 13F Trust Co of the South 6.000 0,00 1.282 1,58
2026-05-05 13F BCGM Wealth Management, LLC 1.644 0,92 351 2,63
2026-05-14 13F Md Sass Investors Services Inc 32.984 44,98 7.048 47,27
2026-04-13 13F Ledgewood Wealth Advisors, LLC 950 203
2026-05-04 13F Barrett & Company, Inc. 7.792 -3,38 1.665 -1,89
2026-05-04 13F Schnieders Capital Management, Llc. 2.591 -3,64 554 -2,12
2026-04-10 13F Atala Financial Inc 2.424 0,00 522 2,36
2026-05-14 13F St. Louis Trust Co 19.418 5,72 4.149 7,40
2026-05-01 13F Diversify Wealth Management, Llc 9.120 22,33 2.071 27,70
2026-02-12 13F Leigh Baldwin & Co., Llc 0 -100,00 0
2026-04-08 13F Thompson Investment Management, Inc. 1.500 0,00 321 1,59
2026-05-13 13F Crews Bank & Trust 1.269 0,00 271 1,88
2026-05-11 13F Blue Bell Private Wealth Management, Llc 1.914 -22,85 409 -21,69
2026-04-14 13F Zrc Wealth Management, Llc 1.220 0,41 261 1,96
2026-04-24 13F Luminist Capital LLC 0 -100,00 0
2026-04-22 13F JNBA Financial Advisors 1.649 0,00 352 1,73
2026-04-16 13F Tortuga Wealth Management, Inc 2.299 483
2026-05-04 13F Bleakley Financial Group, LLC 85.397 3,42 18.247 5,06
2026-04-22 13F Aspire Private Capital, LLC 1.660 0,00 355 1,43
2026-04-29 13F Cary Street Partners Financial Llc 16.205 -0,41 3.463 1,17
2026-05-12 13F Stifel Financial Corp 1.465.808 -23,51 313.200 -22,30
2026-05-14 13F Natixis 2 -99,97 0 -100,00
2026-05-14 13F Us Bancorp \de\ 800.890 -2,82 171.127 -1,28
2026-05-11 13F Vulcan Value Partners, LLC 0 -100,00 0
2026-05-18 13F Hamilton Wealth, LLC 1.576 337
2026-05-13 13F Tobias Financial Advisors, Inc. 16.455 -4,04 3.516 -2,52
2026-04-16 13F Sterling Investment Counsel, LLC 1.272 -5,64 272 -4,24
2026-05-01 13F Castle Wealth Management Llc 14.128 -1,98 3.019 -0,43
2026-04-13 13F Mlp3, Llc 0 -100,00 0
2026-04-21 13F Navigation Wealth Management, Inc. 2.643 12,04 565 13,71
2026-05-14 13F Foster Dykema Cabot & Partners, Llc 9.635 -1,21 2.059 0,34
2026-04-24 13F Cassia Capital Partners, LLC 1.814 0,00 388 1,57
2026-04-27 13F Qrg Capital Management, Inc. 5.838 -42,31 1.248 -41,40
2026-05-11 13F Convergence Financial, LLC 1.193 12,34 257 14,80
2026-04-30 13F Legacy Financial Advisors, Inc. 0 -100,00 0
2026-05-15 13F Quadcap Wealth Management, LLC 14.684 -3,25 3.138 -1,72
2026-04-30 13F Beirne Wealth Consulting Services, LLC 91.981 5,16 19.659 6,82
2026-05-05 13F D.a. Davidson & Co. 19.898 -27,15 4.252 -26,01
2026-01-29 13F Advantage Trust Co 0 -100,00 0
2026-05-11 13F TD Capital Management LLC 1.606 253,74 343 261,05
2026-05-06 13F Gerber Kawasaki Wealth & Investment Management 2.810 9,77 601 11,52
2026-05-06 13F Cornerstone Planning Group LLC 326 -55,34 75 -53,12
2026-05-12 13F Tannin Capital LLC 6.806 -5,45 1.454 -3,96
2026-04-07 13F Abner Herrman & Brock Llc 1.220 -18,67 0
2026-05-14 13F Tempo Wealth, LLC 1.114 0,36 238 2,15
2026-05-13 13F Lunt Capital Management, Inc. 2.994 0,00 640 1,59
2026-05-13 13F Fiduciary Family Office, Llc 10.380 -6,80 2.218 -5,34
2026-01-22 13F Ridgecrest Wealth Partners, Llc 0 -100,00 0
2026-05-11 13F Elevation Wealth Management LLC 1.959 -45,31 419 -44,49
2026-04-16 13F Davis Capital Management 189 0,00 40 2,56
2026-04-21 13F Sbe Llc Dba Cedar Cove Wealth Partners 3.843 -3,13 821 -1,56
2026-05-12 13F Resurgent Financial Advisors LLC 16.027 -6,34 3.425 -4,86
2026-05-05 13F Putnam Fl Investment Management Co 13.373 -4,40 2.857 -2,89
2026-04-23 13F 3Chopt Investment Partners, LLC 1.116 -19,01 238 -17,65
2026-04-27 13F Citizens & Northern Corp 3.029 0,00 647 1,57
2026-05-01 13F Jmac Enterprises Llc 143.945 1,42 30.757 3,03
2026-04-27 13F Koshinski Asset Management, Inc. 2.560 32,99 547 35,15
2026-05-08 13F Private Advisory Group LLC 61.674 13.178
2026-05-01 13F Coordinated Financial Services, Inc. 1.933 0,00 413 1,72
2026-04-15 13F Bright Futures Wealth Management, LLC. 1.419 0,00 303 1,68
2026-05-15 13F Jones Financial Companies Lllp 2.641.153 75,22 554.826 75,00
2026-01-06 13F Tucker Asset Management Llc 0 -100,00 0 -100,00
2026-02-12 13F Litman Gregory Asset Management LLC 7.853 8,06 1.652 11,63
2026-04-17 13F Anchyra Partners Llc 12.579 38,44 2.688 40,61
2026-04-20 13F Inscription Capital, LLC 1.727 0,17 369 1,93
2026-04-16 13F Capital Investment Advisors, LLC 6.721 5,76 1.436 7,49
2026-04-27 13F CWS Financial Advisors, LLC 0 -100,00 0
2026-05-08 13F Logan Capital Management Inc 0 -100,00 0 -100,00
2026-05-13 13F Clearbridge Investments, LLC 0 -100,00 0
2026-02-04 13F Pandora Wealth, Inc. 2.831 0,00 595 3,30
2026-05-07 13F Greykasell Wealth Strategies, Inc. 760 0,40 162 1,89
2026-05-15 13F CI Private Wealth, LLC 781.926 -3,99 165.961 -3,15
2026-04-17 13F Clear Trail Advisors, LLC 1.682 -5,51 359 -4,01
2026-04-29 13F Invested Advisors 13.005 -12,92 2.779 -11,56
2026-05-04 13F/A DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0 -100,00 0
2026-04-30 13F First Horizon Corp 124.347 0,16 26.569 1,75
2026-05-13 13F Parkshore Wealth Management, Inc. 2.496 -10,28 533 -8,89
2026-05-15 13F MidFirst Bank 31.478 -2,62 6.726 -1,09
2026-04-28 13F Golden State Wealth Management, LLC 17.260 -7,64 3.688 -6,18
2026-04-17 13F Krilogy Financial LLC 6.351 0,06 1.429 2,73
2026-04-20 13F CWA Asset Management Group, LLC 2.263 -38,08 484 -37,11
2026-05-08 13F Burling Wealth Partners, Llc 8.833 0,00 1.887 1,62
2026-05-01 13F Wilian Securities, LLC 0 -100,00 0
2026-01-26 13F Thomasville National Bank 5.761 -5,51 1.212 -2,42
2026-04-06 13F CX Institutional 120.940 -48,81 26 -48,98
2026-04-30 13F Beacon Financial Group 7.798 0,00 1.666 1,59
2026-04-14 13F West Branch Capital LLC 900 0,00 192 1,59
2026-04-17 13F Brown, Lisle/cummings, Inc. 2.819 -3,95 602 -2,43
2026-05-14 13F Baird Financial Group, Inc. 6.026.778 3,05 1.287.742 4,68
2026-05-04 13F Mml Investors Services, Llc 401.072 -11,91 85.697 -10,51
2026-05-14 13F Hilltop Holdings Inc. 3.902 -89,36 834 -89,20
2026-05-05 13F SOUTH STATE Corp 7.314 1,43 1.563 3,03
2026-05-11 13F Retirement Solution Inc. 1.158 -6,39 247 -5,00
2026-05-11 13F Wells Fargo & Company/mn 5.014.746 -14,94 1.071.501 -13,60
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 8.354 -0,32 1.785 1,31
2026-05-12 13F Alerus Financial Na 4 -50,00 1 -100,00
2026-04-27 13F Benchmark Financial Wealth Advisors, LLC 3.622 -3,28 774 -1,78
2026-05-07 13F CFG Wealth Management Services, Inc. 1.527 0,00 326 1,56
2026-04-13 13F Richard P Slaughter Associates Inc 1.042 0,00 223 1,37
2026-05-15 13F City National Bank Of Florida /msd 2.616 2,07 559 3,53
2026-04-16 13F Capital Advisors, Ltd. LLC 126.075 -0,13 27 0,00
2026-05-02 13F Auxano Advisors, LLC 3.442 0,00 735 1,66
2026-05-12 13F Cheviot Value Management, LLC 95 0,00 20 0,00
2026-04-30 13F Walled Lake Planning & Wealth Management, Llc 9.494 -4,38 2.029 -2,87
2026-04-14 13F Prospera Financial Services Inc 180.495 -2,36 38.569 -0,82
2026-05-13 13F GLR Partners, LLC 3.785 809
2026-04-10 13F Quaker Wealth Management, LLC 232 0,43 50 2,08
2026-04-10 13F Capital Advantage, Inc. 5.850 0,00 1.250 1,63
2026-05-05 13F Collaborative Wealth Managment Inc. 0 -100,00 0
2026-04-27 13F New England Capital Financial Advisors LLC 162 0,00 35 0,00
2026-05-14 13F Dana Investment Advisors, Inc. 14.016 -4,26 2.995 -2,76
2026-05-15 13F Advisory Resource Group 10.153 4,20 2.169 5,86
2026-04-20 13F Ronald Blue Trust, Inc. 48.833 -13,80 10.434 -12,44
2026-05-14 13F PlanVest Financial, Inc 10.844 2.317
2026-05-05 13F West Paces Advisors Inc. 1.024 0,00 219 1,40
2026-05-14 13F Bridgewater Advisors Inc. 4.905 1,51 1.151 8,79
2026-05-14 13F Wealth Alliance 0 -100,00 0
2026-05-13 13F Aureus Asset Management, LLC 27.245 0,00 5.821 1,59
2026-05-13 13F WealthCollab, LLC 863 0,00 184 1,66
2026-04-20 13F Greenup Street Wealth Management Llc 3.234 -0,68 691 1,02
2026-04-21 13F Founders Capital Management 1.007 0,00 215 1,90
2026-04-28 13F Howe & Rusling Inc 1.495 13,86 319 15,58
2026-04-10 13F Impact Capital Partners LLC 2.142 -1,74 458 -0,22
2026-04-24 13F James Investment Research Inc 3.584 -4,27 766 -2,80
2026-04-29 13F Renasant Bank 1.923 -53,61 411 -52,93
2026-05-07 13F MONECO Advisors, LLC 5.549 0,09 1.186 1,63
2026-05-06 13F SP Asset Management LLC 1.155 0,35 247 1,65
2026-05-18 13F Twin Lakes Capital Management, LLC 119 0,00 25 0,00
2026-04-30 13F Summa Corp. 13.379 0,00 2.859 1,56
2026-04-27 13F Beacon Advisors Holdings, Llc 10.207 -1,85 2.181 -0,32
2026-05-15 13F Van Diest Capital, LLC 1.358 1,49 290 3,20
2026-04-23 13F Game Plan Financial Advisors, LLC 15.780 0,00 3.372 1,57
2026-04-28 13F Opes Wealth Management LLC 16.244 -0,49 3.471 1,08
2026-05-12 13F Anchor Capital Advisors Llc 15.612 -77,00 3.336 -76,64
2026-04-08 13F Heritage Family Offices, LLP 1.025 0,00 219 1,86
2026-05-15 13F Advisor Group Holdings, Inc. 713.313 16,70 152.369 18,55
2026-04-16 13F Triad Wealth Partners, LLC 2.084 -3,02 445 -1,55
2026-04-24 13F Boston Trust Walden Corp 14.638 0,00 3.128 1,59
2026-05-15 13F Permanens Capital L.P. 1.617 11,06 346 12,75
2026-04-16 13F Strategic Advisory Partners, Llc 77 16
2026-05-11 13F Federated Hermes, Inc. 0 -100,00 0
2026-05-14 13F Hazlett, Burt & Watson, Inc. 4.685 0,02 1
2026-04-15 13F Merit Financial Group, LLC 24.888 22,11 5.318 24,03
2026-04-28 13F Walkner Condon Financial Advisors LLC 4.579 -3,98 978 -2,49
2026-04-29 13F Staley Capital Advisers Inc 5.358 0,00 1.145 1,60
2026-04-17 13F/A Founders Financial Securities Llc 0 -100,00 0
2026-05-13 13F BCJ Capital Management, LLC 1.437 -21,00 307 -19,63
2026-04-10 13F Armstrong Advisory Group, Inc 1.941 -7,97 415 -6,55
2026-05-15 13F Inspire Advisors, LLC 1.035 -4,61 221 -3,07
2026-04-22 13F Monument Group Wealth Advisors, LLC 1.175 0,00 251 1,62
2026-04-20 13F Triangle Securities Wealth Management 2.178 6,71 465 8,39
2026-05-13 13F Ubs Asset Management Americas Inc 65.000 120,14 13.889 123,64
2026-05-14 13F Roehl & Yi Investment Advisors, LLC 4.457 -18,33 952 -17,00
2026-05-11 13F Fourth Dimension Wealth, LLC 91 0,00 19 0,00
2026-04-08 13F Miracle Mile Advisors, LLC 29.130 -0,09 6.224 1,50
2026-04-15 13F Raub Brock Capital Management LP 36.042 3,80 7.701 5,45
2026-04-27 13F Sound Income Strategies, LLC 508 -39,38 109 -40,44
2026-05-09 13F MSH Capital Advisors LLC 2.061 -28,59 440 -27,51
2026-04-27 13F Smith & Howard Wealth Management, LLC Put 0 -100,00 0
2026-02-06 13F Planning Alternatives Ltd /adv 0 -100,00 0
2026-05-12 13F Colonial Trust Co / SC 6.782 -1,64 1.449 -0,07
2026-04-20 13F Miller Howard Investments Inc /ny 1.147 -81,20 245 -80,90
2026-04-10 13F Integris Wealth Management, LLC 1.900 0,00 406 1,50
2026-05-14 13F Financial Sense Advisors, Inc. 1.812 387
2026-04-24 13F Ledyard National Bank 1.582 0,00 338 1,81
2026-05-11 13F RiverFront Investment Group, LLC 4.508 4,47 963 6,17
2026-05-15 13F Wealth Watch Advisors, INC 0 -100,00 0
2026-02-17 13F High Falls Advisors, Inc 2.321 4,27 488 7,73
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 123.764 -15,82 26 -13,33
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-05-11 13F Salomon & Ludwin, LLC 269 0,00 58 0,00
2026-05-01 13F Brightwater Advisory LLC 27.540 -2,50 5.884 -0,96
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2.730 42,34 583 44,67
2026-04-17 13F Essex Savings Bank 2.967 0,58 634 2,10
2026-04-30 13F Independence Bank of Kentucky 4.021 13,75 859 15,61
2026-04-22 13F Bravera Wealth 45 -2,17 10 0,00
2026-05-15 13F Brown Advisory Inc 738.840 19,20 157.868 21,09
2026-04-29 13F SilverOak Wealth Management LLC 11.295 0,00 2.413 1,60
2026-05-11 13F Millennium Capital Advisors, LLC 1.134 0,00 242 1,68
2026-05-08 13F Seneschal Advisors, LLC 953 0,00 204 1,50
2026-05-06 13F World Equity Group, Inc. 2.188 1,53 468 3,09
2026-05-14 13F Rockbridge Investment Management, LCC 3.658 0,03 782 1,56
2026-04-17 13F Mainstream Capital Management LLC 14.846 -1,03 3.172 0,54
2026-04-28 13F Stephens Inc /ar/ 582.984 -6,15 124.586 -4,66
2026-04-23 13F Farmers & Merchants Investments Inc 4.434 -16,23 947 -14,91
2026-05-14 13F SlateStone Wealth, LLC 92.438 2,83 20 5,56
2026-04-10 13F Country Trust Bank 1.003 0,00 214 1,90
2026-04-16 13F Baron Wealth Management LLC 0 -100,00 0
2026-02-04 13F Tls Advisors Llc 0 -100,00 0
2026-05-13 13F Elm Partners Management LLC 1.785 0,17 374 -0,53
2026-05-15 13F Mcdonald Partners Llc 1.850 0,00 395 1,54
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 1.412 302
2026-04-07 13F Heartwood Wealth Advisors LLC 3.619 46,93 773 49,23
2026-04-27 13F Smith & Howard Wealth Management, LLC 45.230 4,46 9.643 5,89
2026-05-12 13F Cascade Financial Partners, LLC 3.397 0,00 726 1,54
2026-05-07 13F Tidemark, LLC 244 0,00 52 1,96
2026-05-01 13F Summit Financial Strategies, Inc. 9.975 0,00 2.131 1,57
2026-05-08 13F Sofos Investments, Inc. 242 0,00 52 2,00
2026-04-17 13F Cornell Pochily Investment Advisors, Inc. 3.464 740
2026-05-15 13F Aufman Associates Inc 2.310 0,00 494 1,65
2026-05-13 13F Peck Wealth Management, LLC 3.336 0,00 713 1,57
2026-05-06 13F HighMark Wealth Management LLC 62 0,00 13 0,00
2026-04-13 13F Hm Payson & Co 1.329 -2,71 284 -1,39
2026-04-14 13F Legacy Trust 4.285 -17,17 916 -15,90
2026-04-21 13F Wesbanco Bank Inc 5.533 -0,09 1.182 1,55
2026-05-15 13F Rehmann Capital Advisory Group 24.835 -36,69 5.307 -35,68
2026-04-15 13F Financial Management Professionals, Inc. 96 0,00 21 0,00
2026-02-17 13F North Capital, Inc. 0 -100,00 0
2026-04-22 13F Englebert Financial Advisers, LLC 1.131 0,00 242 1,69
2026-04-30 13F Team Hewins, LLC 1.678 0,00 359 1,70
2026-05-15 13F Laird Norton Trust Company, Llc 7.578 -0,46 1.619 1,12
2026-05-12 13F Bear Mountain Capital, Inc. 256 0,00 58 3,57
2026-05-20 13F/A Arete Wealth Advisors, LLC 47.462 11,35 10.141 126.662,50
2026-04-09 13F Goelzer Investment Management, Inc. 50.383 0,18 10.765 1,77
2026-04-09 13F Adirondack Capital Advisors, LLC 947 202
2026-05-12 13F Advocacy Wealth Management Services, LLC 11.180 0,00 2.389 1,57
2026-04-15 13F Occidental Asset Management, LLC 4.504 0,00 962 1,58
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 16.358 0,20 3.495 1,81
2026-04-30 13F BRYN MAWR TRUST Co 170.581 47,51 36.448 49,85
2026-05-15 13F Vance Wealth, Inc. 3.126 -41,21 668 -40,34
2026-05-05 13F Legacy Advisors, LLC 7.257 0,00 1.551 1,57
2026-05-12 13F Thoroughbred Financial Services, Llc 1.033 0,00 0
2026-04-16 13F Cornerstone Management, Inc. 1.358 0,00 290 1,75
2026-04-13 13F First Hawaiian Bank 6.771 0,00 1.447 1,54
2026-04-20 13F Jfs Wealth Advisors, Llc 53.950 -0,54 11.527 1,03
2026-01-29 13F Comerica Bank 974.143 1,42 204.901 4,78
2026-05-05 13F Journey Advisory Group, LLC 0 -100,00 0
2026-01-16 13F Hopwood Financial Services, Inc. 0 -100,00 0
2026-04-15 13F JP Wealth Management, Inc. 5.216 0,00 1.115 1,55
2026-04-21 13F Vigil Wealth Management, LLC 8.752 0,00 1.870 1,63
2026-05-07 13F Centerpoint Advisors, LLC 2.170 0,00 0
2026-05-11 13F Texas Capital Bank Wealth Management Services Inc 6.774 -0,82 1.447 0,77
2026-05-12 13F/A Ogorek Anthony Joseph /ny/ /adv 60 0,00 0
2026-05-05 13F EnRich Financial Partners LLC 1.334 -0,37 285 1,42
2026-05-11 13F Delta Asset Management Llc/tn 160 0,00 34 3,03
2026-05-11 13F Alpha Financial Advisors, LLC 4.003 0,00 855 1,54
2026-04-24 13F Michels Family Financial, LLC 3.793 -0,58 810 1,00
2026-05-13 13F Callan Family Office, LLC 69.384 -69,48 14.825 -69,00
2026-05-12 13F Daybright Advisory Services, Inc. 5.554 20,63 1.187 22,52
2026-05-11 13F RWM Asset Management, LLC 14.293 0,00 3.054 -2,49
2026-04-30 13F Mascoma Wealth Management LLC 6.580 11,90 1.406 13,67
2026-05-15 13F Talisman Wealth Advisors LLC 1.777 -11,11 380 -9,76
2026-04-29 13F Rocky Mountain Advisers, Llc 370 0,00 79 2,60
2026-05-14 13F VestGen Advisors, LLC 77.306 -0,91 18.106 10,33
2026-04-29 13F CFS Investment Advisory Services, LLC 178.071 -3,93 40.449 3,74
2026-05-08 13F Camelot Portfolios, LLC 0 -100,00 0
2026-01-12 13F Bath Savings Trust Co 0 -100,00 0
2026-04-08 13F Arlington Trust Co LLC 1.849 -24,53 395 -23,30
2026-04-28 13F Intelligent Financial Strategies 50 0,00 11 0,00
2026-04-14 13F Lee-Kelleher Wealth Management 2.081 0,00 445 1,60
2026-04-07 13F Plus Group Wealth Advisors LLC 1.866 0,00 399 1,53
2026-04-22 13F Finley Financial, LLC 35.291 -1,64 7.541 -0,09
2026-05-12 13F Icon Wealth Advisors, LLC 17.333 -8,54 3.936 -1,28
2026-05-01 13F Cdkv Holdings Llc 1.111 0,00 237 1,72
2026-05-12 13F CIBC Bancorp USA Inc. 190.065 -3,54 40.611 1,24
2026-04-15 13F Single Point Partners, LLC 1.531 0,07 327 1,87
2026-05-11 13F Elevate Wealth Advisory, Inc 4.712 -3,16 1.007 -1,66
2026-05-13 13F Mairs & Power Inc 2.562 30,58 547 32,77
2026-05-13 13F Natixis Advisors, L.p. 1.275.624 109,54 273 112,50
2026-05-15 13F Glen Eagle Advisors, LLC 1.879 0,00 402 1,52
2026-05-15 13F Excelsior Advisor Network LLC 10.326 164,36 2.206 168,70
2026-05-06 13F Fidelis Capital Partners, LLC 41.696 0,00 8.909 1,60
2026-04-27 13F Evolution Wealth Management Inc. 36 0,00 8 0,00
2026-05-07 13F Marshall & Sterling Wealth Advisors Inc. 779 0,00 166 1,84
2026-05-14 13F CIBC World Markets Inc. 1.796 9,11 384 10,69
2026-05-15 13F Westwood Holdings Group Inc 155.924 12,29 33.316 14,06
2026-04-27 13F Platform Technology Partners 2.963 32,63 633 34,97
2026-05-11 13F Foundations Investment Advisors, LLC 8.042 41,73 1.718 44,01
2026-05-11 13F Linscomb & Williams, Inc. 28.400 -6,51 6.068 -5,02
2026-05-15 13F Resources Management Corp /ct/ /adv 68 0,00 0
2026-04-10 13F Insight Wealth Strategies, LLC 1.106 0,09 236 1,72
2026-04-08 13F Oliver Luxxe Assets LLC 1.557 -7,60 333 -6,21
2026-05-14 13F Jacobi Capital Management LLC 5.483 -4,19 1.171 -2,66
2026-05-15 13F Cape Investment Advisory, Inc. 0 -100,00 0
2026-05-01 13F Clientfirst Wealth Management, LLC 14.479 0,00 3.094 1,58
2026-02-05 13F Navalign, LLC 0 0
2026-04-27 13F USAdvisors Wealth Management, LLC 1.230 0,41 0
2026-04-28 13F Bogart Wealth, LLC 6.008 27,18 1.284 29,20
2026-05-04 13F Westside Investment Management, Inc. 344 0,00 74 1,39
2026-04-15 13F Perkins Coie Trust Co 2.162 0,00 462 1,54
2026-04-16 13F EdgeRock Capital LLC 2.418 60,24 517 62,78
2026-05-15 13F Pointe Capital Management LLC 32.296 7,32 6.901 9,02
2026-05-12 13F Warwick Investment Management, Inc. 6.039 0,05 1.290 1,65
2026-04-14 13F FMA Wealth Management, LLC 49.753 -7,63 10.631 -6,17
2026-05-14 13F HighPoint Advisor Group LLC 4.844 -6,12 1.035 -4,70
2026-04-20 13F Courier Capital Llc 13.536 -1,55 2.892 0,03
2026-02-17 13F Risk Paradigm Group, LLC 0 -100,00 0
2026-04-22 13F Pasadena Private Wealth, LLC 1.959 -10,01 419 -8,53
2026-05-11 13F Pathstone Holdings, LLC 469.622 -3,89 100.344 -2,37
2026-05-04 13F Texas Yale Capital Corp. 3.540 0,00 756 1,61
2026-05-01 13F Mowery & Schoenfeld Wealth Management, LLC 0 -100,00 0
2026-04-22 13F Bluesphere Advisors, LLC 1.021 3,13 218 4,81
2026-05-05 13F Black Diamond Financial, LLC 2.340 500
2026-04-29 13F Centerpoint Advisory Group 8.778 0,00 1.876 1,57
2026-05-15 13F Coppell Advisory Solutions LLC 0 -100,00 0
2026-02-13 13F Total Wealth Planning, Llc 0 -100,00 0
2026-02-17 13F MGB Wealth Management, LLC 255 0,79 54 3,92
2026-04-22 13F Joel Isaacson & Co., LLC 16.832 16,87 3.596 18,72
2026-04-17 13F James J. Burns & Company, LLC 1.570 0,00 335 1,52
2026-04-30 13F Granite Investment Partners, LLC 29 0,00 6 0,00
2026-02-17 13F Main Street Financial Solutions, LLC 6.265 -0,22 1.318 3,05
2026-05-14 13F Fort Point Capital Partners LLC 5.565 0,32 1.189 -2,22
2026-04-29 13F Investment Research Partners LLC 1.114 0,00 238 1,28
2026-05-07 13F AlTi Global, Inc. 33.924 -3,69 7.249 -2,16
2026-05-01 13F First Business Financial Services, Inc. 266.206 1,44 56.880 3,05
2026-04-27 13F Turtle Creek Wealth Advisors, LLC 6.085 -25,75 1.300 -24,55
2026-05-05 13F Woodmont Investment Counsel Llc 3.631 -11,16 776 -9,78
2026-05-12 13F Moneta Group Investment Advisors Llc 354.938 7,75 75.840 9,45
2026-04-30 13F Relyea Zuckerberg Hanson LLC 206.484 -0,66 44.119 0,91
2026-05-14 13F Lebenthal Global Advisors, LLC 1.475 19,34 315 21,62
2026-05-13 13F Bank Of Montreal /can/ 282.693 11,94 60.403 13,71
2026-05-04 13F Alta Wealth Advisors LLC 24.379 -1,16 5.209 0,42
2026-05-12 13F Atlantic Union Bankshares Corp 22.119 -2,74 4.726 -1,19
2026-04-02 13F Stairway Partners, LLC 1.331.364 0,63 284.473 2,22
2026-04-21 13F Morton Capital Management LLC/CA 47.316 -4,28 10.110 -2,77
2026-05-07 13F True North Advisors, LLC 9.192 0,00 1.964 1,60
2026-04-14 13F Beacon Investment Advisory Services, Inc. 2.205 -90,88 471 -90,74
2026-05-05 13F Plante Moran Financial Advisors, LLC 4.150 -13,47 887 -12,10
2026-05-04 13F Principal Financial Group Inc 25.293 -21,24 5.404 -19,99
2026-01-28 13F Wingate Wealth Advisors, Inc. 0 -100,00 0
2026-05-13 13F Old North State Trust, LLC 1.266 0,00 0
2026-04-09 13F Cliftonlarsonallen Wealth Advisors, Llc 52.828 -10,56 11.288 -9,15
2026-04-22 13F Janney Montgomery Scott LLC 272.858 -16,31 58 -14,71
2026-04-30 13F Commons Capital, Llc 1.213 0,08 259 1,97
2026-05-15 13F Tower Research Capital LLC (TRC) 0 -100,00 0
2026-02-12 13F Andina Capital Management, LLC 0 -100,00 0
2026-05-13 13F Alpha Financial Partners, LLC 1.154 -2,29 247 -0,81
2026-05-13 13F Mpwm Advisory Solutions, Llc 132 10,92 28 12,00
2026-05-11 13F Commerce Bank 706.802 -2,56 151.022 -1,02
2026-04-29 13F Rockwood Wealth Management, LLC 2.181 0,00 466 1,53
2026-04-03 13F Investors Research Corp 378 0,00 81 1,27
2026-05-04 13F Calamos Wealth Management LLC 8.782 3,61 1.876 5,27
2026-04-10 13F High Probability Advisors, LLC 6.221 -5,23 1.329 -3,70
2026-05-14 13F JustInvest LLC 4.966 219,36 1.061 224,46
2026-05-12 13F Voya Investment Management Llc 97.670 167,10 20.869 171,34
2026-02-13 13F Colony Group, LLC 1.412.808 151,82 297.152 160,15
2026-04-27 13F HB Wealth Management, LLC 236.311 0,68 50.493 2,27
2026-04-28 13F David Kennon Inc 8.373 4,87 1.789 6,55
2026-05-12 13F/A Granite FO LLC 915 0,22 196 1,56
2026-04-20 13F Benedict Financial Advisors Inc 9.259 2,15 1.978 3,78
2026-04-27 13F Gordian Advisors LLC 1.001 0,00 214 1,43
2026-04-13 13F Allen Mooney & Barnes Investment Advisors LLC 0 -100,00 0
2026-04-16 13F Heck Capital Advisors, LLC 24.242 9,20 5.180 10,92
2026-05-12 13F Cambiar Investors Llc 140.276 -20,83 29.973 -19,58
2026-04-27 13F Fulton Breakefield Broenniman Llc 2.992 0,00 639 1,59
2026-04-10 13F Daytona Street Capital LLC 35 133,33 8 133,33
2026-05-12 13F Azimuth Capital Investment Management LLC 15.633 -1,76 3.340 -0,21
2026-04-09 13F ASL Financial, LLC 1.897 -6,14 405 -4,71
2026-05-07 13F Legacy Wealth Managment, LLC/ID 35 0,00 7 0,00
2026-05-15 13F Gallagher Fiduciary Advisors, LLC 0 -100,00 0
2026-04-23 13F Members Wealth Llc 1.330 3,58 301 7,12
2026-05-11 13F POM Investment Strategies, LLC 0 -100,00 0
2026-04-16 13F Fiduciary Advisors, Inc. 108 0,00 23 4,55
2026-05-04 13F LJI Wealth Management, LLC 0 -100,00 0
2026-04-17 13F Berman McAleer LLC 68.311 -2,18 14.596 -0,63
2026-05-05 13F Oder Investment Management, LLC 2.353 0,04 503 1,62
2026-04-14 13F Affiance Financial, LLC 10.247 0,00 2.189 1,58
2026-04-30 13F Manning & Napier Advisors Llc 0 -100,00 0
2026-04-08 13F Community Financial Services Group, LLC 535 115
2026-04-21 13F Red Tortoise LLC 30.137 0,34 6.439 1,93
2026-05-06 13F Dunhill Financial, LLC 222 -0,45 48 2,17
2026-04-15 13F Retireful, LLC 1.662 361
2026-04-02 13F Collective Family Office Llc 3.548 -6,39 758 -4,89
2026-05-01 13F Anchor Investment Management, LLC 7.917 0,20 1.692 1,81
2026-05-14 13F Keebeck Wealth Management, LLC 1.703 27,09 364 29,18
2026-02-17 13F Snowden Capital Advisors LLC 40.866 28,90 8.596 33,17
2026-04-08 13F Fermata Advisors, LLC 1.650 22,59 353 24,38
2026-05-08 13F Atlantic Private Wealth, LLC 364 0,00 78 1,32
2026-05-14 13F Nicolet Bankshares Inc 18.817 55,23 4.027 57,98
2026-05-15 13F Peapack Gladstone Financial Corp 13.564 4,46 3 0,00
2026-05-15 13F Ascent Group, LLC 73.831 -2,28 15.775 -0,73
2026-04-28 13F Kanawha Capital Management Llc 9.664 -24,58 2.065 -23,41
2026-04-30 13F Simplicity Wealth,LLC 16.034 0,28 3.426 1,84
2026-04-28 13F Westfuller Advisors, LLC 10 -9,09 2 0,00
2026-05-07 13F Johnson Financial Group, Inc. 58.701 -8,70 12.543 -7,25
2026-05-13 13F First Trust Advisors Lp 1.128 -29,01 241 -27,84
2026-05-15 13F Perennial Investment Advisors, LLC 7.942 8,56 1.697 10,34
2026-04-17 13F Stephenson National Bank & Trust 9.527 -1,00 2.036 0,54
2026-05-11 13F Rinkey Investments 12.639 -5,83 2.701 -4,36
2026-05-14 13F Mill Creek Capital Advisors, LLC 23.465 0,00 5.014 1,58
2026-04-20 13F Verus Financial Partners, Inc. 9.202 0,01 2.070 2,68
2026-05-07 13F Insight 2811, Inc. 59.724 2,12 12.761 3,74
2026-05-11 13F Bailard, Inc. 6.468 0,00 1.382 1,62
2026-04-29 13F KERR FINANCIAL PLANNING Corp 787 0,25 179 2,89
2026-06-03 13F CoreFirst Bank & Trust 709 -16,98 151 -15,64
2026-04-30 13F Millstone Evans Group, LLC 1.039 0,00 222 1,83
2026-05-05 13F Advisors Preferred, LLC 12.998 -83,77 2.777 -83,66
2026-02-17 13F Parallax Volatility Advisers, L.P. Put 0 -100,00 0
2026-05-14 13F RMG Wealth Management LLC 170 40
2026-02-13 13F RFP Financial Group LLC 0 -100,00 0
2026-05-04 13F Rodgers & Associates, LTD 5.201 2,71 1.111 4,32
2026-05-15 13F Price T Rowe Associates Inc /md/ 6.226 90,63 1
2026-01-27 13F Meritage Portfolio Management 30.371 -39,44 6.388 -37,43
2026-04-22 13F Old Point Trust & Financial Services N A 317 0,00 68 1,52
2026-05-07 13F First National Trust Co 4.278 -36,88 914 -35,86
2026-04-21 13F Alpine Bank Wealth Management 2.745 0,00 587 1,56
2026-04-29 13F Penobscot Investment Management Company, Inc. 1.245 0,00 266 1,53
2026-04-29 13F Austin Asset Management Co Inc 2.361 -1,67 504 -0,20
2026-05-15 13F GLOBALT Investments LLC / GA 1.749.104 3,70 373.731 5,34
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-05-08 13F Grand Wealth Management, Llc 148 0,00 32 0,00
2026-04-13 13F Runnymede Capital Advisors, Inc. 2.647 566
2026-05-11 13F Daymark Wealth Partners, Llc 1.294 4,86 276 6,56
2026-05-15 13F Walsh & Associates, LLC 5.684 -3,63 1.214 -2,10
2026-05-15 13F Millennium Management Llc 12.082 -46,78 2.582 -45,95
2026-04-30 13F Indivisible Partners 10.594 9,09 2.262 10,78
2026-04-06 13F Old Port Advisors 0 -100,00 0
2026-05-14 13F StoneX Group Inc. 359.068 0,44 76.721 2,02
2026-04-27 13F DB Fitzpatrick & Co, Inc 742 -3,01 159 -1,25
2026-04-07 13F First Financial Corp /in/ 3.522 -2,25 753 -0,66
2026-04-21 13F PDS Planning, Inc 1.270 0,16 271 1,88
2026-04-29 13F Proactive Wealth Strategies LLC 2.704 100,74 578 103,89
2026-04-28 13F Berkshire Bank 1.022 0,00 218 1,87
2026-05-06 13F Quadrant Private Wealth Management, LLC 2.649 0,76 566 2,36
2026-04-24 13F Essex Financial Services, Inc. 17.718 -0,51 3.786 1,07
2026-04-23 13F Moss Adams Wealth Advisors LLC 3.567 0,00 762 1,60
2026-05-11 13F Manchester Capital Management LLC 10.455 0,00 2.234 1,55
2026-04-24 13F MOR Wealth Management, LLC 4.550 0,00 972 1,57
2026-04-02 13F Crumly & Associates Inc. 1.383 0,00 296 1,72
2026-04-28 13F LWM Advisory Services, LLC 1.983 -70,48 424 -70,04
2026-05-04 13F Providence First Trust Co 7.130 -5,87 1.523 -4,39
2026-05-13 13F Brinker Capital Investments, LLC 69.270 -28,81 14.801 -27,68
2026-05-14 13F Hrt Financial Lp 0 -100,00 0
2026-05-12 13F Baker Avenue Asset Management, LP 30.745 -4,45 6.569 -2,93
2026-05-13 13F Sepio Capital, LP 34.408 -10,89 7.352 -9,49
2026-05-12 13F Richardson Capital Management LLC 223 0,00 48 2,17
2026-04-13 13F Massmutual Trust Co Fsb/adv 3.519 -18,52 752 -17,29
2026-04-21 13F Sunpointe, LLC 3.802 0,00 812 1,63
2026-05-05 13F Cullen/frost Bankers, Inc. 435.078 7,94 92.963 9,65
2026-04-13 13F Armstrong, Fleming & Moore, Inc 1.066 0,47 228 1,79
2026-05-06 13F CNB Bank 305 0,00 65 1,56
2026-05-06 13F Oxford Financial Group Ltd 40.737 -3,39 8.704 -1,86
2026-05-15 13F BlueCrest Capital Management Ltd 0 -100,00 0
2026-05-08 13F TMB Capital Partners, LLC 3.552 -8,81 759 -7,45
2026-05-15 13F IHT Wealth Management, LLC 27.360 3,65 5.846 5,26
2026-04-23 13F Oppenheimer & Co Inc 59.628 2,31 12.741 3,93
2026-02-06 13F Global Retirement Partners, LLC 29.976 21,07 6.305 25,10
2026-05-19 13F Financial Insights, Inc. 3.078 -6,47 658 -5,06
2026-05-15 13F EFG International AG 3.143 89,22 673 92,84
2026-04-17 13F Signal Advisors Wealth, LLC 3.394 14,70 725 16,56
2026-04-24 13F United Community Bank 492 -14,43 105 -12,50
2026-04-24 13F Newton One Investments LLC 50.706 -1,59 10.834 -0,04
2026-05-11 13F Boston Partners 202.352 -26,13 43.292 -25,90
2026-05-15 13F Clark Capital Management Group, Inc. 4.388 -17,02 938 -15,74
2026-04-28 13F Hillcrest Wealth Advisors - NY, LLC 24.113 -0,52 5.152 1,06
2026-02-12 13F Commonwealth Equity Services, Llc 1.726.024 -7,27 363.052 95.945,24
2026-05-14 13F Loomis Sayles & Co L P 31.469 0,00 6.724 1,57
2026-01-21 13F Tarbox Family Office, Inc. 0 -100,00 0
2026-04-16 13F Annex Advisory Services, LLC 4.448 -6,55 950 -5,09
2026-04-13 13F Arcadia Investment Advisors Llc 483 0,00 103 1,98
2026-04-29 13F Mycio Wealth Partners, Llc 8.715 0,00 1.862 1,58
2026-05-12 13F Bitterroot Capital Advisors Llc 72.440 0,18 15.478 1,77
2026-04-16 13F Petredis Investment Advisors Llc 2.268 0,00 485 1,47
2026-05-01 13F Merrithew & Thorsten Inc 305 0,33 0
2026-05-14 13F Twin Focus Capital Partners, Llc 15.943 0,00 3.407 1,58
2026-04-20 13F Provenance Wealth Advisors, LLC 22.713 -1,58 4.853 -0,02
2026-05-13 13F Jaffetilchin Investment Partners, LLC 3.403 -0,18 727 1,54
2026-05-12 13F Operose Advisors LLC 2.561 -0,04 547 1,67
2026-05-12 13F Klingenstein Fields & Co Lp 3.297 0,33 704 1,88
2026-05-14 13F Fft Wealth Management Llc 1.398 299
2026-05-05 13F Regions Financial Corp 176.389 -1,33 37.689 0,23
2026-04-10 13F First Bank & Trust 4.521 -1,91 966 -0,31
2026-04-13 13F Neumann Capital Management, LLC 1.006 0,00 215 1,42
2026-05-14 13F Capital Analysts, Inc. 3.200 70,21 1
2026-04-10 13F Magnus Financial Group LLC 15.274 -3,34 3.264 -1,81
2026-04-21 13F Piedmont Capital Management, LLC/NC 27.500 0,00 5.876 1,57
2026-05-07 13F Advisor OS, LLC 8.666 127,93 1.852 131,66
2026-04-13 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 7.245 -8,52 1.607 -7,38
2026-05-08 13F Stonebridge Financial Planning Group, LLC 5.325 0,08 1.138 1,61
2026-04-20 13F Naples Global Advisors, Llc 57.342 2,59 12.252 4,21
2026-04-15 13F Exchange Traded Concepts, Llc 0 -100,00 0
2026-04-21 13F Chapin Davis, Inc. 3.054 -2,61 652 -1,06
2026-05-14 13F Massachusetts Financial Services Co /ma/ 270.091 41,56 57.710 43,80
2026-05-08 13F Valeo Financial Advisors, LLC 47.057 1,32 10.055 2,92
2026-02-17 13F Balyasny Asset Management Llc 0 -100,00 0
2026-04-30 13F William Howard & Co Financial Advisors Inc 3.865 0,36 826 1,98
2026-05-04 13F Genesis Wealth Advisors, LLC 2.713 0,00 580 1,58
2026-05-14 13F Financial Engines Advisors L.L.C. 8.019.224 -4,74 1.713.468 -3,23
2026-04-10 13F Stillwater Capital Advisors, LLC 19.325 -0,25 4.129 1,35
2026-05-13 13F Rhl Group, Llc 0 -100,00 0
2026-04-20 13F Christensen, King & Associates Investment Services, Inc. 1.266 -0,31 270 1,12
2026-05-14 13F Traynor Capital Management, Inc. 0 -100,00 0
2026-04-24 13F Private Advisor Group, LLC 333.796 -0,76 71.322 0,81
2026-05-08 13F Vann Equity Management LLC 5.196 1.110
2026-05-08 13F Zions Bancorporation, National Association /ut/ 15.357 31,25 3.281 33,32
2026-05-14 13F Retiremitten Financial Llc 979 209
2026-05-01 13F Midwest Trust Co 157.106 7,01 33.569 8,70
2026-04-23 13F Prism Advisors, Inc. 55.588 -1,31 11.878 0,24
2026-05-08 13F McAdam, LLC 6.644 -21,10 1.420 -19,88
2026-02-13 13F Headlands Technologies LLC 0 -100,00 0
2026-04-15 13F Journey Strategic Wealth Llc 4.160 -7,72 889 -6,33
2026-05-14 13F Proficio Capital Partners LLC 5.761 0,00 1.231 1,65
2026-04-17 13F Webster Bank, N. A. 46.445 11,47 9.924 13,24
2026-05-15 13F Eight 31 Financial Llc 4.077 0,00 871 1,63
2026-05-12 13F Strategic Wealth Partners, Ltd. 1.070 23,41 229 25,27
2026-04-14 13F Invenio Wealth Partners Llc 3.830 -9,67 818 -8,19
2026-04-21 13F Magnolia Private Wealth, LLC 4.302 0,00 919 1,66
2026-04-22 13F Strategic Planning Group, Llc 1.837 393
2026-04-13 13F CJM Wealth Advisers, Ltd. 10.548 0,00 2.254 1,58
2026-04-29 13F Warner Group LLC 2.827 -5,89 604 -4,28
2026-04-27 13F Argos Wealth Advisors, LLC 12.683 -0,22 2.710 1,35
2026-05-11 13F Great Lakes Advisors, Llc 24.915 -71,24 5.324 -70,79
2026-02-03 13F Broadwater Capital Management Llc 26 0,00 5 0,00
2026-05-04 13F Sigma Planning Corp 5.093 3,88 1.088 5,53
2026-04-28 13F Stratos Wealth Advisors, LLC 44.560 3,00 9.521 4,64
2026-05-13 13F Hollow Brook Wealth Management LLC 2.170 0,00 464 1,54
2026-05-14 13F First Commonwealth Financial Corp /pa/ 2.639 -15,31 564 -14,05
2026-02-05 13F Center for Financial Planning, Inc. 176 0,00 37 5,71
2026-05-11 13F Berkshire Asset Management Llc/pa 12.804 -51,59 2.736 -50,83
2026-04-20 13F Sowell Financial Services LLC 32.595 -8,39 6.965 -6,95
2026-04-10 13F YHB Investment Advisors, Inc. 2.403 -7,40 513 -5,87
2026-05-05 13F One Day In July LLC 2.292 -2,84 490 -1,41
2026-02-09 13F Koesten, Hirschmann & Crabtree, INC. 0 -100,00 0
2026-05-05 13F Capital Investment Advisory Services, LLC 3.323 2,88 710 4,57
2026-04-29 13F Montag A & Associates Inc 77.240 0,52 16.504 2,10
2026-04-08 13F Towerpoint Wealth, LLC 28.707 -1,08 6.134 0,49
2026-05-13 13F Kovitz Investment Group Partners, LLC 83.955 102,58 17.939 105,78
2026-04-16 13F Quotient Wealth Partners, LLC 9.623 0,68 2.056 2,29
2026-05-05 13F Crestwood Advisors Group LLC 4.050 -0,05 865 1,53
2026-04-16 13F Stanley-Laman Group, Ltd. 2.216 -0,31 473 1,28
2026-04-07 13F Signaturefd, Llc 35.187 -0,29 7.519 1,29
2026-04-28 13F Steigerwald, Gordon & Koch Inc. 72 0,00 15 0,00
2026-05-09 13F DiMeo Schneider & Associates, L.L.C. 4.947 -1,90 1.057 -0,38
2026-04-17 13F Mezzasalma Advisors, LLC 4.333 0,00 926 0,65
2026-05-14 13F Empower Advisory Group, LLC 2.964 -9,00 633 -7,59
2026-04-29 13F Axxcess Wealth Management, Llc 0 -100,00 0
2026-04-29 13F CVA Family Office, LLC 3.941 -0,18 842 1,45
2026-04-23 13F Sellwood Investment Partners LLC 660 0,00 141 2,17
2026-04-30 13F Barnett & Company, Inc. 4.236 0,00 905 1,57
2026-05-13 13F/A Jpmorgan Chase & Co 8.645.160 -6,56 1.810.470 -6,96
2026-04-22 13F Legacy Wealth Management, Inc 1.984 0,00 424 1,44
2026-04-30 13F Hsbc Holdings Plc 151.812 7,01 32.438 8,70
2026-05-18 13F Ashton Thomas Securities, Llc 23.252 4.968
2026-05-12 13F Disciplined Investments, LLC 29.637 0,03 6.332 1,62
2026-01-12 13F AllSquare Wealth Management LLC 20 0,00 4 33,33
2026-04-17 13F Baker Ellis Asset Management LLC 1.486 0,00 317 1,60
2026-04-21 13F Capital Investment Counsel, Inc 475 0,00 101 2,02
2026-05-06 13F Angeles Wealth Management, Llc 6.966 0,49 1.488 2,06
2026-05-08 13F SHP Wealth Management 602 2,56 129 4,07
2026-05-14 13F Epoch Investment Partners, Inc. 10.432 0,00 2.229 1,60
2026-05-15 13F Evergreen Wealth Solutions, LLC 20.016 587,13 4.277 598,69
2026-05-11 13F F/M Investments LLC 5.720 4,78 1.222 6,45
2026-04-14 13F Seven Mile Advisory 0 -100,00 0
2026-04-16 13F Evolve Private Wealth, Llc 10.080 2.154
2026-04-28 13F Hardy Reed LLC 29.678 0,00 6.341 1,59
2026-05-07 13F ESL Trust Services, LLC 536 0,00 115 1,79
2026-04-24 13F Keb Asset Management, Llc 1.420 -0,84 303 0,66
2026-05-07 13F Rice Partnership, LLC 3.963 -1,61 847 -0,12
2026-01-22 13F Echo Wealth Management, LLC 0 -100,00 0
2026-02-18 13F Mackenzie Financial Corp 0 -100,00 0 -100,00
2026-05-15 13F Van Eck Associates Corp 18 -55,00 0
2026-04-20 13F Eagle Strategies LLC 13.714 8,70 2.930 10,44
2026-05-01 13F Welch & Forbes Llc 5.895 -17,49 1.260 -16,18
2026-04-29 13F Frank, Rimerman Advisors LLC 0 -100,00 0
2026-04-24 13F Keybank National Association/oh 143.119 -2,83 30.580 -1,29
2026-05-15 13F Two Sigma Securities, Llc 15.837 110,37 3.384 113,71
2026-02-11 13F Parallel Advisors, LLC 38.330 -0,32 8.062 2,99
2026-04-23 13F Intrua Financial, LLC 10.364 37,05 2.214 39,25
2026-04-24 13F Medallion Wealth Advisors, LLC 1.072 22,94 229 25,14
2026-05-14 13F Atomi Financial Group, Inc. 2.007 -13,60 429 -12,30
2026-04-20 13F First PREMIER Bank 1.169 -28,89 0
2026-05-12 13F Independent Advisor Alliance 26.333 678,85 5.627 691,28
2026-05-15 13F Bank Of America Corp /de/ 46.144.498 -11,70 9.859.695 -10,30
2026-05-11 13F WealthTrust Axiom LLC 1.414 0,00 302 1,68
2026-04-13 13F Trust Co 1.557 0,00 333 1,53
2026-02-05 13F GSB Wealth Management, LLC 0 -100,00 0
2026-04-27 13F Independent Solutions Wealth Management, LLC 2.346 501
2026-05-11 13F Brogan Financial, Inc. 2.659 0,38 568 1,97
2026-05-14 13F Boreal Capital Management LLC 1.500 0,00 321 1,59
2026-05-15 13F Aristotle Capital Management, LLC 43.690 -70,06 9.336 -69,58
2026-05-15 13F Widmann Financial Services, Inc. 34.239 -0,13 7.316 1,44
2026-04-17 13F Certified Advisory Corp 6.086 -1,95 1.300 -0,38
2026-05-15 13F Css Llc/il 1.007 0,00 215 1,90
2026-04-20 13F Tanglewood Wealth Management, Inc. 1.313 0,00 281 1,45
2026-05-13 13F Caitlin John, LLC 260 0,00 56 1,85
2026-04-09 13F TruWealth Advisors, LLC 122.607 1,40 26.197 3,00
2026-04-22 13F Seneca Financial Advisors LLC 6.061 0,07 1.295 1,73
2026-04-24 13F Barnes Pettey Financial Advisors, Llc 0 -100,00 0
2026-04-06 13F WASHINGTON TRUST Co 1.852 0,00 396 1,54
2026-04-23 13F American National Bank 4.383 -0,45 937 1,08
2026-05-01 13F Mutual Advisors, LLC 21.836 -1,31 4.666 0,26
2026-05-13 13F ShoreHaven Wealth Partners, LLC 1.837 0,05 392 1,55
2026-04-07 13F Blueline Advisors Llc 5.402 0,00 1.154 1,58
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 497.878 -23,64 107.303 -24,01
2026-04-16 13F Ballast Rock Private Wealth LLC 0 -100,00 0
2026-05-06 13F Elyxium Wealth, LLC 5.541 107,92 1.184 111,25
2026-05-06 13F Hurley Capital, LLC 1.026 0,39 219 2,34
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 251.502 -11,53 53.738 -10,13
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 1.507 0,07 322 1,90
2026-05-05 13F Harmony Asset Management Llc 1.132 0,00 242 1,26
2026-05-08 13F Roundview Capital LLC 1.082 0,00 231 1,76
2026-05-11 13F Chilton Capital Management Llc 0 -100,00 0
2026-05-13 13F Monetary Management Group Inc 23.392 4,05 4.998 5,71
2026-04-30 13F Stegner Investment Associates Inc. 38.391 0,01 8.203 1,59
2026-05-04 13F MEMBERS Trust Co 2.534 0,00 541 1,50
2026-05-06 13F Townsend Asset Management Corp /nc/ /adv 2.618 0,23 559 1,82
2026-04-23 13F Alley Investment Management Company, LLC 0 -100,00 0
2026-04-28 13F Hoey Investments, Inc 32 0,00 7 0,00
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 763 0,00 163 1,88
2026-05-08 13F Glenview Trust Co 21.051 0,40 4.498 1,97
2026-05-11 13F Resolute Wealth Advisor, Inc. 1.112 238
2026-05-13 13F BlackRock, Inc. 640.223 73,30 136.796 76,04
2026-05-05 13F Luts & Greenleigh Group, Inc 8.757 3,98 1.871 5,65
2026-05-08 13F Pnc Financial Services Group, Inc. 3.385.962 -4,82 723.478 -3,32
2026-05-08 13F Burke & Herbert Bank & Trust Co 4.727 0,00 1.010 1,61
2026-05-11 13F Insight Advisors, LLC/ PA 2.504 0,20 535 1,90
2026-04-28 13F Integrated Advisors Network LLC 2.229 -30,28 476 -29,17
2026-05-13 13F Measured Wealth Private Client Group, LLC 77 0,00 16 0,00
2026-05-13 13F Parkside Financial Bank & Trust 105.576 1,69 22.558 3,30
2026-05-11 13F Ironsides Asset Advisors, LLC 14.365 0,00 3.069 1,59
2026-04-15 13F QTR Family Wealth, LLC 1.113 -3,89 250 -3,47
2026-04-28 13F Ntv Asset Management Llc 14.886 -0,17 3.181 1,40
2026-04-21 13F Ground Swell Capital, LLC 0 -100,00 0
2026-04-27 13F Hunter Associates Investment Management Llc 1.630 0,00 0
2026-05-14 13F L2 Asset Management, LLC 16.027 3.424
2026-05-15 13F Vestmark Advisory Solutions, Inc. 30.626 -11,35 6.544 -9,96
2026-05-14 13F Gamco Investors, Inc. Et Al 11.000 0,00 2.350 1,60
2026-05-06 13F Crescent Grove Advisors, LLC 27.883 -5,73 5.958 -4,24
2026-04-22 13F Matrix Asset Advisors Inc/ny 6.306 0,02 1.347 1,58
2026-04-23 13F Arbor Wealth Advisors LLC 1.910 0,00 408 1,75
2026-04-14 13F Precedent Wealth Partners, Llc 13.178 0,22 2.816 1,81
2026-04-15 13F Weatherly Asset Management L. P. 2.128 0,00 455 1,57
2026-04-24 13F Horizon Wealth Management, LLC 10.286 54,19 2.198 56,59
2026-04-09 13F Secure Asset Management, LLC 11.347 -9,41 2.424 -7,97
2026-04-28 13F Whittier Trust Co 32.031 0,84 6.938 0,87
2026-05-13 13F Lido Advisors, LLC 309.810 69,91 66.197 74,95
2026-05-04 13F First Foundation Advisors 5.476 5,78 1.170 7,54
2026-04-14 13F Palisade Asset Management, LLC 2.337 0,04 499 1,63
2026-05-01 13F Eq Wealth Advisors, Llc 0 -100,00 0
2026-05-14 13F Bank Of Nova Scotia 425.570 -1,92 90.932 -0,36
2026-05-15 13F Alliancebernstein L.p. 204.345 -50,87 42.982 -50,87
2026-05-14 13F Legacy Bridge, LLC 25 0,00 5 0,00
2026-04-21 13F TigerOak Management, L.L.C. 2.617 0,00 559 1,64
2026-04-30 13F Waterfront Wealth Inc. 3.508 -0,06 750 -2,60
2026-04-08 13F Lakeridge Wealth Management LLC 1.300 0,08 278 1,47
2026-05-06 13F VSM Wealth Advisory, LLC 213 15,14 46 18,42
2026-05-12 13F First Western Trust Bank 7.976 5,00 1.704 6,70
2026-04-07 13F Park Avenue Securities Llc 95.879 0,14 20 0,00
2026-05-13 13F AE Wealth Management LLC 14.892 0,37 3.182 1,96
2026-04-06 13F Rosenberg Matthew Hamilton 304 0,00 65 1,59
2026-05-15 13F/A EverSource Wealth Advisors, LLC 9.388 -7,02 2.006 -5,56
2026-04-22 13F Sylvest Advisors, LLC 122.226 4,07 26.116 5,72
2026-04-17 13F Boston Private Wealth Llc 1.754 -23,87 375 -22,73
2026-05-11 13F Becker Capital Management Inc 6.575 -52,88 1.405 -52,16
2026-04-20 13F Columbia Asset Management 980 0,00 209 1,46
2026-05-12 13F Stephenson & Company, Inc. 1.551 -2,88 331 -1,49
2026-04-27 13F Meramec Financial Planners, LLC 60.475 6,31 13.745 7,60
2026-04-08 13F Cambridge Financial Group, LLC 6.955 -14,85 1.486 -6,42
2026-04-24 13F Bayban 1.784 0,00 381 1,60
2026-04-17 13F United Advisor Group, LLC 7.621 20,83 1.628 22,78
2026-05-14 13F Vivaldi Capital Management, LLC 3.332 0,12 712 1,72
2026-05-15 13F Legend Capital Advisors LLC 231 49
2026-05-06 13F Heartland Advisors Inc 0 -100,00 0
2026-05-07 13F Principle Wealth Partners Llc 1.453 0,00 311 1,64
2026-05-15 13F Quantinno Capital Management LP 132.409 38,52 28.292 40,72
2026-04-21 13F Encompass Wealth Advisors, Llc 5.821 0,00 1.244 1,55
2026-05-15 13F Cresset Asset Management, LLC 324.494 8,90 69.335 10,62
2026-04-15 13F Parsons Capital Management Inc/ri 2.659 14,71 568 16,63
2026-04-28 13F Jacksonville Wealth Management, LLC 0 -100,00 0
2026-05-05 13F NerdWallet Wealth Partners, LLC 1.293 0,00 276 1,85
2026-05-18 13F Tanaka Capital Management Inc 123 0,00 0
2026-04-07 13F CoreCap Advisors, LLC 2.608 -3,41 557 -1,76
2026-05-01 13F Strategic Investment Solutions, Inc. /IL 128 27
2026-04-17 13F Union Savings Bank 708 0,00 151 2,03
2026-05-18 13F Arkadios Wealth Advisors 105.490 0,93 22.540 2,53
2026-05-07 13F Capital Performance Advisors Llp 8.663 0,45 1.851 2,10
2026-05-13 13F Objectivity Squared, LLC 143.620 -3,74 30.687 -2,21
2026-05-14 13F Donald Smith & Co., Inc. 13.000 0,00 2.778 1,57
2026-05-04 13F SJA Financial Advisory, LLC 23.171 -1,40 4.951 0,14
2026-05-04 13F TrustBank 0 -100,00 0
2026-05-07 13F Allium Financial Advisors, Llc 1.291 0,00 276 1,48
2026-05-15 13F American Century Companies Inc 224.286 -20,56 47.923 -19,31
2026-05-15 13F London & Capital Asset Management Ltd 1.288 -43,48 275 -42,59
2026-04-14 13F Rf&l Wealth Management, Llc 9.477 0,72 2.025 2,27
2026-05-14 13F Beaird Harris Wealth Management, LLC 1.141 -0,17 244 1,25
2026-02-18 13F Veratis Advisors, Inc. 36.978 8.251
2026-04-15 13F Verum Partners LLC 6.445 -0,37 1.377 1,25
2026-05-15 13F Van Den Berg Management I, Inc 247 -80,33 53 -80,30
2026-04-13 13F Creative Financial Designs Inc /adv 664 5,56 142 6,82
2026-04-23 13F Caliber Wealth Management, LLC / KS 16.507 -2,82 3.527 -1,26
2026-04-22 13F Atlantic Edge Private Wealth Management, LLC 271 0,00 58 0,00
2026-05-06 13F Gray Private Wealth, LLC 1.970 0,00 421 1,45
2026-04-23 13F Financial Guidance Group, Inc. 3.542 0,00 757 1,48
2026-01-20 13F Maryland Capital Advisors Inc. 8.964 0,00 1.885 3,34
2026-05-08 13F Russell Investments Group, Ltd. 5.693 -3,26 1.217 -1,70
2026-04-23 13F Harbor Investment Advisory, Llc 20.525 4,43 4.385 6,07
2026-05-19 13F McIlrath & Eck, LLC 2.489 25,26 532 27,34
2026-05-21 13F Verus Capital Partners, Llc 1.998 0,25 427 1,67
2026-05-08 13F Matisse Capital 1.764 0,06 377 1,62
2026-05-15 13F Smartleaf Asset Management LLC 19.067 -37,53 3.993 -38,27
2026-05-20 13F SOA Wealth Advisors, LLC. 14.150 -1,09 3.023 0,47
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0
2026-01-30 13F Caldwell Securities, Inc 649 0,00 137 3,03
2026-05-07 13F First Command Advisory Services, Inc. 1.661 0,61 355 2,02
2026-04-30 13F Verdence Capital Advisors LLC 14.549 -8,24 3.109 -6,81
2026-04-20 13F City State Bank 962 0,00 206 1,49
2026-04-17 13F First Citizens Asset Management, Inc. 2.372 0,81 507 2,43
2026-05-11 13F Sittner & Nelson, Llc 266 0,00 57 -5,08
2026-04-21 13F Mayport, Llc 8.910 18,80 1.904 20,67
2026-04-17 13F Wealth Management Partners, LLC 1.735 4,96 371 6,63
2026-04-07 13F SMI Advisory Services, LLC 269.894 5,95 58.462 5,41
2026-04-24 13F Root Financial Partners, LLC 4.927 5,39 1.053 7,02
2026-04-28 13F Appleton Partners Inc/ma 1.639 0,00 0
2026-04-30 13F Selective Wealth Management, Inc. 1.324 0,00 301 3,45
2026-05-11 13F Options Solutions, Llc 4.000 0,00 855 1,55
2026-05-15 13F Wellington Management Group Llp 0 -100,00 0
2026-05-15 13F Talon Private Wealth, LLC 0 -100,00 0
2026-01-07 13F Everpar Advisors Llc 0 -100,00 0 -100,00
2026-04-13 13F IFP Advisors, Inc 12.160 5,21 2.598 6,87
2026-05-05 13F Steel Peak Wealth Management LLC 1.874 76,29 400 79,37
2026-04-27 13F Pensionmark Financial Group, Llc 12.569 -34,81 2.686 -33,79
2026-05-04 13F Savant Capital, LLC 138.562 -0,05 29.606 1,53
2026-04-29 13F BHK Investment Advisors, LLC 6.805 0,03 1.454 1,61
2026-05-07 13F Grandfield & Dodd, Llc 0 -100,00 0
2026-04-20 13F First American Bank 1.127 241
2026-05-14 13F Neuberger Berman Group LLC 113.166 -0,63 24.180 0,95
2026-05-06 13F Heartland Bank & Trust Co 1.654 353
2026-05-14 13F Harvest Fund Management Co., Ltd 21 0,00 0
2026-04-15 13F APS Management Group, Inc. 2.677 0,00 572 1,42
2026-05-04 13F N.E.W. Advisory Services LLC 112 0,00 24 0,00
2026-05-05 13F HighTower Advisors, LLC 1.089.645 -0,91 232.824 0,66
2026-05-12 13F Circle Wealth Management, LLC 672.670 0,01 143.729 1,59
2026-04-09 13F Veracity Capital LLC 4.286 -1,22 916 0,33
2026-04-24 13F RKL Wealth Management LLC 8.471 2,43 1.810 4,03
2026-05-01 13F Elwood & Goetz Wealth Advisory Group, LLC 1.258 11,92 269 13,56
2026-04-27 13F Wealthstar Advisors, Llc 1.006 215
2026-05-14 13F Venture Visionary Partners LLC 107.000 -1,96 22.863 -0,41
2026-05-08 13F Evolution Wealth Advisors, LLC 0 -100,00 0
2026-05-12 13F WCG Wealth Advisors LLC 14.836 -0,39 3.170 1,18
2026-05-13 13F First Citizens Bank & Trust Co 72.205 2,29 15.428 3,91
2026-04-20 13F Contravisory Investment Management, Inc. 4 0,00 1
2026-04-16 13F Brookstone Capital Management 10.339 1,71 2.209 3,32
2026-02-04 13F Timonier Family Office, LTD. 1.189 0,00 250 3,31
2026-04-08 13F Asempa Wealth Advisors 6.089 -44,04 1.309 -42,83
2026-05-01 13F Associated Banc-corp 35.152 -3,17 7.511 -1,64
2026-05-12 13F Tiaa Trust, National Association 22.211 -98,04 4.746 -98,02
2026-05-14 13F Betterment LLC 2.608 -14,32 1
2026-01-29 13F Vanguard Group Inc 31.708 0,49 6.669 3,83
2026-05-15 13F/A Tudor Financial Inc. 3.199 0,00 684 1,64
2026-05-06 13F 71 West Capital Partners 1.264.328 10,78 270.149 12,53
2026-04-09 13F Diversified Management Inc 1.934 19,75 413 21,83
2026-05-06 13F Ascent Wealth Partners, LLC 13.529 -1,49 2.891 0,07
2026-05-15 13F Transamerica Financial Advisors, Inc. 5 1
2026-04-28 13F Whittier Trust Co Of Nevada Inc 27.797 -0,09 6.021 -0,07
2026-05-13 13F Hirtle Callaghan & Co LLC 74.816 -7,43 15.986 -5,97
2026-05-15 13F Atalanta Sosnoff Capital, Llc 11.035 25,04 2.358 26,99
2026-05-07 13F Tull Financial Group, Inc. 0 -100,00 0
2026-05-08 13F HORAN Wealth, LLC 6.606 100,00 1.390 100,14
2026-04-30 13F LRI Investments, LLC 9.626 56,09 2.057 58,52
2026-05-01 13F Bensler, LLC 6.646 -14,56 1.420 -13,26
2026-04-28 13F Robertson Stephens Wealth Management, LLC 4.550 -1,86 972 -0,31
2026-05-06 13F Gryphon Financial Partners LLC 11.680 37,96 2.496 40,17
2026-05-06 13F Alteri Wealth LLC 5.355 -3,32 1.144 -1,80
2026-04-29 13F WealthPLAN Partners, LLC 0 -100,00 0
2026-05-12 13F Ellis Investment Partners, LLC 2.321 -0,21 496 1,23
2026-02-18 13F Onyx Bridge Wealth Group LLC 0 -100,00 0
2026-04-30 13F KLCM Advisors, Inc. 26.431 3,91 5.648 5,55
2026-04-21 13F Old National Bancorp /in/ 27.379 12,24 5.850 14,01
2026-05-14 13F We Are One Seven, LLC 12.031 2,71 2.571 4,34
2026-02-12 13F CIBC Private Wealth Group, LLC 195.334 5,63 41.087 9,13
2026-05-11 13F HBK Sorce Advisory LLC 41.258 7,41 9.650 11,88
2026-05-19 13F Front Row Advisors LLC 3.228 19,78 690 21,73
2026-04-21 13F Cfm Wealth Partners Llc 35.654 -2,30 7.618 -0,76
2026-05-05 13F Tortoise Investment Management, LLC 2.251 0,00 481 1,48
2026-05-13 13F Keystone Wealth Services, LLC 7.356 -14,20 1.572 -12,87
2026-04-20 13F Emprise Bank 3.801 0,00 812 1,63
2026-02-17 13F Johns Hopkins University 0 -100,00 0
2026-04-10 13F Cooke Wealth Management, LLC 7.411 -2,09 1.584 -4,18
2026-05-01 13F Rossmore Private Capital 302 0,00 65 1,59
2026-05-11 13F Beacon Capital Management, LLC 2.068 0,34 442 1,85
2026-05-13 13F S&t Bank/pa 550 0,00 118 1,74
2026-05-15 13F Fmr Llc 9.290.687 7,88 1.985.141 9,59
2026-05-01 13F Richardson Financial Services Inc. 243 -14,74 52 -15,00
2026-04-10 13F PFW Advisors LLC 111.015 -2,57 23.721 -1,03
2026-05-15 13F DV Trading LLC 12.569 2.686
2026-05-14 13F Bernard Wealth Management Corp. 443 -5,14 95 -4,08
2026-05-12 13F Cannon Financial Strategists, Inc. 1.015 0,00 217 1,41
2026-05-07 13F MidAtlantic Capital Management, Inc. 0 -100,00 0
2026-05-14 13F 3 Factor Indexing, Llc 3.615 772
2026-04-21 13F Tassel Capital Management, Inc. 5.056 0,40 1.080 1,98
2026-04-30 13F First National Bank & Trust Co Of Newtown 2.972 635
2026-04-14 13F American State Bank (Iowa) 32.148 6,46 6.869 8,16
2026-05-11 13F Aprio Wealth Management, LLC 27.743 6,64 5.928 8,22
2026-05-08 13F SYM FINANCIAL Corp 920 32,37 197 34,25
2026-05-11 13F Sage Mountain Advisors LLC 8.321 14,06 1.778 15,84
2026-05-15 13F Keating Financial Advisory Services, Inc. 899 21,49 192 23,23
2026-04-01 13F Confluence Investment Management Llc 18.099 -96,82 3.867 -96,77
2026-05-13 13F Triumph Capital Management 207 -14,81 44 -13,73
2026-04-17 13F First City Capital Management, Inc. 1.000 0,00 214 1,43
2026-05-07 13F Virtue Capital Management, LLC 5.114 49,79 1.071 47,79
2026-04-29 13F Tilson Financial Group, Inc. 1.018 0,10 218 1,88
2026-04-27 13F Latitude Advisors, LLC 1.189 254
2026-05-21 13F Vestor Capital, Llc 750 -53,99 0
2026-04-27 13F Truist Financial Corp 2.161.770 -7,80 461.905 -6,34
2026-05-11 13F Allstate Corp 1.900 0,00 406 1,50
2026-04-17 13F Willner & Heller, Llc 2.090 -1,04 446 0,45
2026-05-11 13F Legacy Edge Advisors, LLC 221.763 -2,58 47.384 -1,04
2026-05-13 13F Visionary Wealth Advisors 45.457 -1,78 9.713 -0,23
2026-05-12 13F Leavell Investment Management, Inc. 3.024 -6,00 646 -4,44
2026-04-08 13F Doliver Advisors, Lp 1.550 0,00 331 1,53
2026-05-08 13F United Financial Planning Group LLC 20 -98,86 4 -98,92
2026-05-12 13F Chung Wu Investment Group, LLC 100 0,00 21 0,00
2026-04-13 13F Woodside Wealth Management LLC 4.535 -2,79 969 -1,33
2026-05-15 13F NorthRock Partners, LLC 46.827 2,28 10.006 3,89
2026-04-27 13F Soltis Investment Advisors LLC 2.655 -5,35 567 -3,74
2026-02-11 13F TruNorth Capital Management, LLC 0 -100,00 0 -100,00
2026-05-13 13F Forthright Family Wealth Advisory LLC 3.876 694
2026-04-30 13F Texas Bank & Trust Co 6.168 0,00 1.318 1,54
2026-05-08 13F Resources Investment Advisors, LLC. 35.690 -6,63 7.626 -5,15
2026-04-21 13F Decision Investments, Inc 2.556 0,00 546 1,68
2026-05-07 13F Argyle Capital Partners, LLC 18.201 -1,91 3.889 -0,33
2026-04-20 13F Wall Capital Group, Inc. 31.554 6.742
2026-04-23 13F Accurate Wealth Management, LLC 4.387 0,00 973 1,99
2026-05-08 13F Cornerstone Financial Management LLC 445 0,00 95 2,15
2026-05-06 13F Modera Wealth Management, LLC 363.520 -0,35 77.673 1,23
2026-04-22 13F Formidable Asset Management, LLC 1.346 -5,54 283 -2,41
2026-04-24 13F Syntax Research, Inc. 122 0,00 26 4,00
2026-05-13 13F Capital International Investors 10.849 -47,99 2.272 -48,60
2026-05-01 13F Granite Bay Wealth Management, LLC 1.364 0,00 291 1,75
2026-05-08 13F Jackson, Grant Investment Advisers, Inc. 2.168 0,00 463 1,76
2026-05-14 13F Dynasty Wealth Management, Llc 658.371 66,32 140.674 68,96
2026-04-22 13F Chemung Canal Trust Co 12.867 0,00 2.749 1,59
2026-01-12 13F Kozak & Associates, Inc. 0 -100,00 0
2026-05-14 13F Vermillion & White Wealth Management Group, LLC 0 -100,00 0
2026-04-10 13F AssuredPartners Investment Advisors, LLC 2.104 3,75 456 6,81
2026-05-12 13F Kovack Advisors, Inc. 2.820 22,13 604 24,33
2026-05-05 13F Signet Financial Management, Llc 23.980 -2,28 5.124 -0,74
2026-05-15 13F Estate Counselors, LLC 28.399 6.068
2026-04-20 13F SILVER OAK SECURITIES, Inc 1.964 -0,20 420 0,48
2026-05-06 13F Vista Capital Partners, Inc. 9.479 0,00 2.025 1,61
2026-05-05 13F LOM Asset Management Ltd 300 0,00 64 1,59
2026-04-28 13F Quent Capital, LLC 39.214 -3,90 8.379 -2,38
2026-04-14 13F Patriot Investment Management Inc. 1.146 0,00 245 1,24
2026-05-15 13F Aqr Capital Management Llc 194.298 25,48 41.516 27,47
2026-05-08 13F Align Financial, LLC 1.626 -99,52 347 1,46
2026-05-08 13F Truepoint, Inc. 2.208 -0,32 472 1,07
2026-05-14 13F Frederick Financial Consultants, LLC 6.460 -3,81 1.380 -2,27
2026-04-23 13F SJS Investment Consulting Inc. 183 0,00 39 2,63
2026-04-29 13F Cary Street Partner Investment Advisory Llc 0 -100,00 0
2026-04-06 13F Washington Trust Advisors, Inc. 787 -35,81 168 -34,63
2026-04-17 13F Fifth Third Wealth Advisors LLC 32.462 -8,11 6.936 -6,65
2026-05-14 13F Northern Trust Corp 5.157.221 4,64 1.101.943 6,29
2026-04-08 13F Legacy Wealth Asset Management, LLC 0 -100,00 0
2026-04-23 13F Ellenbecker Investment Group 146.737 9,21 31.353 10,94
2026-04-21 13F J2 Capital Management Inc 0 -100,00 0
2026-04-13 13F Amplius Wealth Advisors, LLC 5.987 -4,21 1.279 -2,66
2026-05-01 13F Fifth Third Bancorp 1.191.768 324,30 254.645 331,02
2026-05-07 13F Element Pointe Advisors, Llc 9.764 -2,07 2.086 -0,52
2026-05-05 13F Aventura Private Wealth, LLC 34 0,00 7 0,00
2026-04-09 13F TrueWealth Advisors, LLC 3.199 -0,34 683 1,19
2026-04-21 13F Columbus Macro, LLC 22.014 0,61 4.704 2,19
2026-04-10 13F Field & Main Bank 400 0,00 85 1,19
2026-04-13 13F Stockman Wealth Management, Inc. 1.334 -9,56 285 -8,06
2026-04-24 13F Brown Financial Advisory 3.949 -0,53 844 1,08
2026-04-21 13F Signature Wealth Management Partners, LLC 0 -100,00 0
2026-05-08 13F Logan Capital Management Inc Put 4.000 855
2026-04-23 13F Brown Miller Wealth Management, LLC 0 -100,00 0
2026-04-28 13F Stratos Wealth Partners, LTD. 88.107 117,14 18.826 120,56
2026-04-09 13F Baron Financial Group, LLC 11.241 -1,88 2.402 -0,33
2026-05-14 13F Synergy Investment Management, LLC 246 53
2026-04-29 13F Hughes Financial Services, LLC 7 0,00 1 0,00
2026-04-30 13F Kestra Advisory Services, LLC 179.305 -0,69 38.312 0,88
2026-05-05 13F Robinson Value Management, Ltd. 4.779 4,19 1.021 5,91
2026-04-20 13F Fairvoy Private Wealth, LLC 5.396 -7,67 1.153 -6,18
2026-04-21 13F Northern Lights Advisors, Inc. 36.565 -1,73 7.813 -0,18
2026-04-24 13F American Institute for Advanced Investment Management, LLP 31.537 0,02 6.739 1,60
2026-04-09 13F Noble Family Wealth, LLC 82.775 -1,84 17.687 -0,28
2026-05-04 13F Cornerstone Advisory, LLC 23.385 -0,47 4.997 1,09
2026-04-27 13F Moran Wealth Management, LLC 0 -100,00 0
2026-05-06 13F Greenwood Gearhart Inc 0 -100,00 0
2026-05-15 13F Fiduciary Trust Co 7.826 -2,81 1.672 -1,24
2026-05-12 13F Belvedere Trading LLC 0 -100,00 0
2026-05-14 13F Providence Capital Advisors, LLC 709 -65,06 151 -64,55
2026-05-12 13F TD Waterhouse Canada Inc. 690 -27,75 148 -26,00
2026-04-16 13F Phillips Financial Management, Llc 8.860 -5,09 1.893 -3,57
2026-05-05 13F West Michigan Advisors, Llc 6.889 -0,25 1.472 1,31
2026-05-04 13F Calamos Advisors LLC 8.782 1.876
2026-05-12 13F Laurel Wealth Advisors LLC 1.070 0,00 250 11,11
2026-05-07 13F Green Square Capital Advisors Llc 2.945 -85,84 629 -85,62
2026-04-13 13F Enclave Advisors LLC 7.096 -4,46 1.516 -2,94
2026-05-13 13F Dynamic Wealth Strategies, LLC 100 0,00 21 0,00
2026-04-29 13F Nicholas Hoffman & Company, LLC. 1.535 -2,48 328 -1,21
2026-04-09 13F Park Place Capital Corp 4.806 -51,14 1.027 -50,39
2026-04-28 13F Golden State Equity Partners 5.411 131,93 1.156 135,92
2026-02-17 13F Citadel Advisors Llc 0 -100,00 0 -100,00
2026-04-20 13F Ritholtz Wealth Management 42.388 -3,28 9.057 -1,75
2026-04-21 13F First United Bank Trust/ 3.867 0,00 826 1,60
2026-04-08 13F DiNuzzo Private Wealth, Inc. 3.958 0,00 846 1,56
2026-04-14 13F Hamlin Capital Management, LLC 2.299 -71,17 491 -70,72
2026-04-20 13F YANKCOM Partnership 5.258 0,00 1.124 1,54
2026-04-28 13F ORBA Wealth Advisors, L.L.C. 964 -31,09 206 -30,27
2026-04-20 13F Kastel Capital Advisors, LLC 1.303 0,00 274 0,00
2026-05-18 13F Wilson & Boucher Capital Management, LLC 985 0,00 210 1,45
2026-05-04 13F IFC Advisors LLC 9.005 -22,24 1.924 -20,99
2026-05-13 13F Signature Equity Partners, LLC 394 -10,25 84 -8,70
2026-05-14 13F Aft, Forsyth & Company, Inc. 3.096 -10,44 662 -9,08
2026-04-13 13F Cyndeo Wealth Partners, LLC 11.062 -10,61 2.364 -9,19
2026-04-22 13F SC&H Financial Advisors, Inc. 2.154 0,28 460 2,00
2026-04-24 13F Clarity Wealth Advisors, LLC 1.028 0,00 220 1,39
2026-05-15 13F AlphaCore Capital LLC 5.385 -14,85 1.151 -13,53
2026-04-17 13F AdvisorNet Financial, Inc 3.802 -7,45 812 -6,02
2026-02-06 13F New Millennium Group LLC 344 -14,00 72 -11,11
2026-05-02 13F Burton Enright Welch 2.848 1,68 609 3,23
2026-04-09 13F Taddei, Ludwig & Associates, Inc. 9.980 -2,69 2.132 -1,16
2026-05-14 13F Manhattan West Asset Management, LLC 3.455 0,00 738 1,65
2026-04-14 13F FC Advisory LLC 20.462 -3,12 4.372 -1,58
2026-05-15 13F Pettyjohn, Wood & White, Inc 2.360 0,00 504 1,61
2026-04-13 13F Highland Capital Management, Llc 22.023 10,54 4.706 12,29
2026-04-24 13F Stock Yards Bank & Trust Co 23.062 0,66 4.928 2,26
2026-04-21 13F Pinnacle Associates Ltd 7.355 0,55 1.572 2,15
2026-05-11 13F First National Bank Of Omaha 57.533 -4,13 12.049 -5,28
2026-04-27 13F Capital Advisors Inc/ok 0 -100,00 0
2026-05-05 13F Mjp Associates Inc /adv 1.725 -6,96 369 -5,40
2026-04-14 13F Peak Wealth Management LLC 2.837 -0,07 606 1,51
2026-02-11 13F Brandywine Global Investment Management, LLC 242.573 20,82 51.023 24,83
2026-04-10 13F Harbor Group, Inc. 2.118 0,19 452 1,80
2026-04-16 13F Johnson Bixby & Associates, LLC 3.658 -3,00 782 -1,51
2026-05-12 13F Dogwood Wealth Management LLC 4 1
2026-04-17 13F Cache Advisors, LLC 608 130
2026-05-01 13F BKD Wealth Advisors, LLC 6.549 -0,82 1.399 0,79
2026-04-24 13F Alexis Investment Partners, LLC 0 -100,00 0
2026-04-21 13F Accredited Investor Services, Llc 1.043 223
2026-05-15 13F Gotham Asset Management, LLC 115.303 42,70 24.637 44,96
2026-02-13 13F Sei Investments Co 35.034 1,98 7.369 5,38
2026-04-15 13F Planning Directions Inc 2.756 589
2026-05-06 13F Diversified Portfolios, Inc. 24.515 -0,28 5.238 1,32
2026-04-22 13F BigSur Wealth Management LLC 9.395 -24,20 2.007 -23,01
2026-04-22 13F Coston, McIsaac & Partners 470 0,00 0
2026-05-12 13F Awm Capital, Llc 105.091 0,19 22.455 1,78
2026-04-15 13F Cypress Wealth Services, LLC 2.097 0,05 448 1,82
2026-05-13 13F Drake & Associates, LLC 0 -100,00 0
2026-05-06 13F Hallmark Capital Management Inc 53 -96,49 11 -96,53
2026-05-06 13F Deutsche Bank Ag\ 9.165 -32,38 1.958 -31,30
2026-05-13 13F Baron Silver Stevens Financial Advisors, Llc 5.193 -33,51 1.110 -32,46
2026-04-21 13F Maseco Llp 1.361 -7,67 291 -6,45
2026-05-13 13F Garden State Investment Advisory Services LLC 1.077 -0,19 230 1,77
2026-04-22 13F Riverbend Wealth Management, LLC 1.581 -8,24 338 -6,91
2026-05-15 13F Empowered Funds, LLC 15.661 -36,96 3.346 -35,96
2026-05-05 13F Fisher Asset Management, LLC 13.802 -6,22 2.949 -4,72
2026-05-13 13F SRS Capital Advisors, Inc. 103.128 -0,34 22.035 1,24
2026-04-08 13F High Point Wealth Management, LLC 659 0,00 141 1,45
2026-04-28 13F Fortis Capital Advisors, LLC 3.098 -3,13 662 -1,64
2026-04-29 13F W Advisors, Llc 18.550 -16,44 3.964 -15,12
2026-05-01 13F Capital City Trust Co/fl 3.563 0,00 761 1,60
2026-04-10 13F Lwm Advisors Inc 125.294 6,65 26.772 8,34
2026-04-16 13F Rockland Trust Co 3.104 0,00 663 1,69
2026-04-21 13F Northeast Investment Management 10.088 2,42 2.156 4,06
2026-05-14 13F Pinnacle Financial Partners, Inc. 3.245.825 -0,55 693.546 1,02
2026-05-04 13F 1st Source Bank 621.889 1,92 132.879 3,53
2026-05-12 13F Waterloo Capital, L.P. 44.912 -70,44 9.596 -69,97
2026-04-08 13F Orrstown Financial Services Inc 1.705 -16,13 364 -14,75
2026-04-13 13F Bourgeon Capital Management Llc 0 -100,00 0
2026-05-08 13F Red Lighthouse Investment Management, Llc 1.308 0,00 279 1,45
2026-05-14 13F MRP Capital Investments, LLC 282 60
2026-05-11 13F Pinnacle Wealth Planning Services, Inc. 33.549 -4,27 7.168 -2,75
2026-04-20 13F Keudell/Morrison Wealth Management 0 -100,00 0
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 95.529 -33,95 20.555 -33,02
2026-04-13 13F Fiduciary Financial Group, Llc 17.351 -8,28 3.707 -6,84
2026-04-24 13F Verus Wealth Management, Llc 1.424 0,00 304 1,67
2026-04-16 13F Westmount Partners, LLC 3.388 0,00 724 1,54
2026-04-17 13F Provident Wealth Management, LLC 516 0,00 110 1,85
2026-04-14 13F SNS Financial Group, LLC 1.456 0,00 311 1,63
2026-05-11 13F Eldridge Investment Advisors, Inc. 8.180 0,01 1.748 1,57
2026-04-13 13F Lake Street Financial Llc 2.270 0,35 485 2,11
2026-05-12 13F Guidance Point Advisors, LLC 4.542 0,33 973 1,99
2026-05-14 13F Plum Street Advisors, LLC 1.899 0,00 406 1,50
2026-04-07 13F Farmers Trust Co 2.970 0,00 635 1,60
2026-04-28 13F Q3 Asset Management 12.250 -12,94 3 0,00
2026-04-27 13F Nvwm, Llc 2.144 94,91 458 98,27
2026-02-12 13F Cloud Capital Management, LLC 0 -100,00 0
2026-04-21 13F Poehling Capital Management, LLC 1.889 0,00 404 1,51
2026-05-14 13F Gts Securities Llc 35.532 171,59 7.592 175,97
2026-05-16 13F Sunbelt Securities, Inc. 1.282 0,23 274 1,49
2026-04-15 13F Atwood & Palmer Inc 1.234 0,00 264 1,54
2026-04-17 13F Elk River Wealth Management, LLC 1.429 -14,02 305 -12,61
2026-05-06 13F Bartlett & Co. Wealth Management Llc 8.631 0,00 1.982 9,15
2026-04-17 13F Paragon Financial Partners, Inc. 7.707 1,29 1.732 8,25
2026-05-11 13F Ashton Thomas Private Wealth, LLC 90.636 -1,14 19.366 0,43
2026-04-21 13F GHP Investment Advisors, Inc. 88.004 -0,76 18.804 0,80
2026-05-14 13F Regal Investment Advisors LLC 9.911 -2,47 2.118 -0,94
2026-05-06 13F Annis Gardner Whiting Capital Advisors, LLC 1.232 -32,34 263 -31,33
2026-05-08 13F Gen-Wealth Partners Inc 87 0,00 19 0,00
2026-05-08 13F Fund Evaluation Group, LLC 93.796 7,37 20.041 9,07
2026-05-01 13F Wealthspire Advisors, LLC 78.004 -3,63 16.667 -2,10
2026-04-30 13F Sonata Capital Group Inc 66.659 0,52 14.243 2,11
2026-04-22 13F Aureum Wealth Management, LLC 16.007 134,81 3.420 138,66
2026-05-07 13F Cassaday & Co Wealth Management LLC 417.951 -1,09 89.304 0,47
2026-05-15 13F Vawter Financial, Ltd. 5.399 0,00 1.154 1,59
2026-05-15 13F Hamilton Capital, LLC 2.670 0,00 570 1,60
2026-05-12 13F Tower Bridge Advisors 4.500 962
2026-05-12 13F Bbr Partners, Llc 1.259 -87,61 269 -87,41
2026-04-22 13F Hoese & Co LLP 4.963 0,00 1.060 1,63
2026-05-15 13F Qube Research & Technologies Ltd 7.776 -64,03 1.661 -63,46
2026-04-10 13F Melfa Wealth Management, Llc 3.278 0,09 700 1,74
2026-05-07 13F Diamond Hill Capital Management Inc 26.567 -95,23 5.677 -95,15
2026-05-07 13F Cornerstone Advisors Asset Management, Inc 2.359 0,08 504 1,82
2026-05-08 13F Bruce G. Allen Investments, LLC 7.292 -1,07 1.558 0,52
2026-05-12 13F Jane Street Group, Llc Put 0 -100,00 0 -100,00
2026-05-12 13F Jane Street Group, Llc 0 -100,00 0 -100,00
2026-05-11 13F Evermay Wealth Management Llc 14.368 1,81 3.070 3,44
2026-02-13 13F Barclays Plc 2.700 568
2026-05-01 13F Towercrest Capital Management 2.235 0,00 477 1,49
2026-01-28 13F Dentgroup LLC 13.321 4,95 2.802 8,40
2026-05-15 13F Evercore Wealth Management, LLC 10.398 -2,05 2.222 -0,49
2026-04-28 13F Oxler Private Wealth LLC 2.907 0,28 621 1,97
2026-04-23 13F Global Trust Asset Management, LLC 236 0,00 50 2,04
2026-04-07 13F Fragasso Group Inc. 5.645 0,00 1.223 2,95
2026-04-15 13F Fortitude Family Office, LLC 5.300 0,00 1.132 1,62
2026-04-17 13F CENTRAL TRUST Co 5.109 -2,63 1.092 -1,09
2026-05-13 13F Monograph Wealth Advisors, Llc 10.618 0,00 2.269 1,57
2026-04-09 13F Tompkins Financial Corp 462 0,00 99 1,03
2026-04-20 13F Hoge Financial Services, Llc 4.368 0,39 933 1,97
2026-05-04 13F Parr Mcknight Wealth Management Group, Llc 1.239 0,00 265 1,54
2026-04-10 13F Ballew Advisors, Inc 2.011 -0,40 449 2,05
2026-05-15 13F Wealth Architects, LLC 1.497 0,00 320 1,59
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-04-07 13F Orgel Wealth Management, LLC 3.005 1,38 642 3,05
2026-05-08 13F Opus Financial Solutions LLC 950 203
2026-05-15 13F Flow Traders U.s. Llc 44.026 226,82 9 350,00
2026-04-28 13F Kathmere Capital Management, LLC 1.133 2,72 242 4,31
2026-01-20 13F Revolve Wealth Partners, LLC 0 -100,00 0
2026-05-15 13F Legacy Capital Wealth Partners, LLC 3.759 -12,34 803 -10,88
2026-05-15 13F TRUE Private Wealth Advisors 16.626 -7,23 3.553 -5,76
2026-04-23 13F Chicago Capital, LLC 1.068 0,00 228 1,79
2026-05-07 13F Rothschild Investment Llc 29.430 2,73 6.288 4,37
2026-04-22 13F HMS Capital Management, LLC 20.009 82,03 4.275 84,90
2026-05-04 13F Greenspring Advisors, LLC 7.002 0,86 1.496 2,47
2026-04-29 13F Cahaba Wealth Management, Inc. 13.088 -2,38 2.797 -0,82
2026-05-14 13F Gladstone Institutional Advisory LLC 30.271 1,84 6.468 3,45
2026-05-15 13F Ameriprise Financial Inc 1.192.023 -14,73 254.779 -13,36
2026-04-17 13F Atlas Brown,Inc. 11.994 -1,16 2.563 0,39
2026-04-29 13F/A Farmers & Merchants Trust Co of Chambersburg PA 1.664 0,00 0
2026-04-22 13F Advocate Investing Services LLC 800 0,00 171 1,19
2026-05-12 13F Liberty Wealth Management Llc 1.319 -8,97 282 -7,57
2026-05-15 13F/A Independent Financial Group, Llc 4.749 0,21 1.015 1,81
2026-04-07 13F Howard Financial Services, Ltd. 1.200 256
2026-04-15 13F Pullen Investment Management, LLC 0 -100,00 0
2026-02-12 13F Planning Project LLC 2.125 447
2026-05-11 13F Haverford Trust Co 56.031 -5,28 11.972 -3,77
2026-04-20 13F Banque Cantonale Vaudoise 7.783 1.663
2026-04-08 13F Wealth Science Advisors LLC 3.197 0,00 672 0,00
2026-04-27 13F Oarsman Capital, Inc. 1.000 -91,18 214 -91,06
2026-05-08 13F Legal & General Group Plc 10.557 -47,53 2.220 -47,84
2026-05-15 13F Hbk Investments L P Put 26.600 0,00 5.684 1,57
2026-04-21 13F Vise Technologies, Inc. 21.947 0,00 4.616 0,00
2026-05-15 13F First Manhattan Co 7.028 -11,64 1.502 -10,28
2026-05-15 13F Beacon Pointe Advisors, LLC 338.727 -18,00 72.376 -16,71
2026-04-29 13F Saxon Interests, Inc. 12.819 -10,41 2.739 -9,01
2026-05-14 13F Delos Wealth Advisors, LLC 66 0,00 14 7,69
2026-04-17 13F Nottingham Advisors, Inc. 30.747 -1,31 6.570 0,24
2026-05-08 13F Buckhead Capital Management Llc 2.750 0,00 588 1,56
2026-04-09 13F Acropolis Investment Management, LLC 18.925 -3,89 4.044 -2,39
2026-05-05 13F Williams Jones Wealth Management, LLC. 2.126 454
2026-05-14 13F Level Four Advisory Services, Llc 9.422 -89,40 2.013 -89,24
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 16.786 20,36 3.587 22,26
2026-04-08 13F Mma Asset Management Llc 7.528 -1,79 1.609 -0,25
2026-05-13 13F/A Quadrant Capital Group Llc 31.233 -0,19 6.674 1,38
2026-05-20 13F RMR Capital Management, LLC 1.273 0,00 272 1,87
2026-04-24 13F Eagle Bay Advisors LLC 0 -100,00 0
2026-05-08 13F Coldstream Capital Management Inc 9.696 87,29 2.072 90,35
2026-05-12 13F Rhumbline Advisers 25.449 6,84 5.438 8,52
2026-04-22 13F Fort Washington Investment Advisors Inc /oh/ 1.185 -3,66 253 -1,94
2026-05-11 13F Camden Capital, LLC 56.139 -15,04 11.995 -13,69
2026-05-13 13F Franklin Resources Inc 2.364.303 476,08 505.181 485,21
2026-05-01 13F/A Kohmann Bosshard Financial Services, LLC 1.227 0,08 262 1,95
2026-04-23 13F West Bancorporation Inc 73.131 9,38 15.626 11,12
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-05-13 13F Fusion Capital, LLC 2.305 1,10 492 2,71
2026-05-01 13F Emerald Investment Partners, Llc 4.725 -19,62 1.010 -18,37
2026-01-06 13F Ransom Advisory, Ltd 45 9
2026-05-06 13F Fiduciary Wealth Partners, LLC 0 -100,00 0
2026-04-23 13F Granite Harbor Advisors, Inc. 10.312 -16,89 2.203 -15,56
2026-04-20 13F Peoples Financial Services Corp. 652 252,43 139 265,79
2026-05-07 13F Jefferies Financial Group Inc. 64.927 19,93 13.873 21,83
2026-05-14 13F Ariel Investments, Llc 0 -100,00 0
2026-05-07 13F Scarborough Advisors, LLC 288 61
2026-05-14 13F Healthcare Of Ontario Pension Plan Trust Fund 0 -100,00 0
2026-04-08 13F Dynamic Advisor Solutions LLC 11.469 -2,82 2.451 -1,29
2026-05-13 13F Forum Private Client Group LLC 1.727 1,17 369 2,79
2026-05-15 13F Independent Family Office, LLC 84.665 -2,58 18.090 -1,04
2026-04-22 13F Red Door Wealth Management, LLC 2.056 0,00 439 1,62
2026-05-13 13F Principal Securities, Inc. 5.213 88,19 1.114 91,24
2026-05-15 13F Mars Jewett Financial Group, Inc. 3.572 0,20 763 -4,74
2026-05-15 13F Sanibel Captiva Trust Company, Inc. 10.841 6,06 2.316 7,72
2026-05-15 13F United Capital Financial Advisers, Llc 100.679 1,49 21.526 3,17
2026-04-13 13F Moody Lynn & Lieberson, Llc 1.494 3,11 319 4,93
2026-04-22 13F Stone Point Wealth LLC 1.086 0,00 232 1,75
2026-05-08 13F Paulson Wealth Management Inc. 273.546 1,13 58.449 2,73
2026-05-15 13F Empire Financial Management Company, LLC 3.562 0,00 761 1,60
2026-04-13 13F St Germain D J Co Inc 2.796 2,34 597 4,01
2026-04-07 13F Comprehensive Financial Planning, Inc./PA 85 0,00 18 5,88
2026-04-01 13F LBJ Family Wealth Advisors, Ltd. 156.964 -2,23 33 -3,03
2026-05-14 13F Coastal Bridge Advisors, LLC 2.862 -20,63 612 -19,39
2026-02-02 13F Heritage Financial Services, LLC 2.306 0,00 485 3,41
2026-05-01 13F Carnegie Capital Asset Management, LLC 2.708 -23,91 579 -22,73
2026-05-11 13F Citigroup Inc 1.098.501 -12,14 234.717 -10,75
2026-02-12 13F FineMark National Bank & Trust 2.016 5,33 424 9,00
2026-04-15 13F Archford Capital Strategies, LLC 3.726 1,66 796 3,38
2026-05-06 13F Centennial Bank/AR/ 15.569 -26,01 3.327 -24,85
2026-05-15 13F Royal Bank Of Canada 2.217.909 -12,70 473.900 -11,32
2026-04-23 13F Foundry Financial Group, Inc. 0 -100,00 0
2026-04-28 13F Private Wealth Partners, LLC 1.509 0,00 322 1,58
2026-04-30 13F Paladin Advisory Group, LLC 24.897 -0,39 5.320 1,18
2026-04-21 13F Grimes & Company, Inc. 11.752 -0,44 2.511 1,17
2026-01-30 13F Canandaigua National Bank & Trust Co 10.822 -2,64 2.276 0,62
2026-04-09 13F Pacifica Partners Inc. 678 3,51 145 4,35
2026-04-20 13F Watchman Group, Inc. 1.397 -10,33 298 -8,87
2026-05-07 13F Oak Barrel Wealth Advisory LLC 7.752 1.631
2026-04-27 13F BIP Wealth, LLC 2.566 -20,14 548 -18,81
2026-04-27 13F Canal Capital Management, LLC 2.065 0,29 441 2,08
2026-05-01 13F Patten & Patten Inc/tn 1.135 -1,22 242 0,41
2026-05-11 13F Integrity Advisory Solutions, LLC 2.572 550
2026-05-14 13F ICONIQ Capital, LLC 10.489 0,00 2.241 1,59
2026-01-23 13F McCarthy & Cox 0 -100,00 0
2026-05-15 13F Ballast, Inc. 74.187 4,52 15.851 6,18
2026-05-12 13F Bnp Paribas Arbitrage, Sa 806.760 -23,40 172.380 -22,19
2026-04-27 13F Arcadia Wealth Management, LLC 39.521 -28,73 8.444 -27,60
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-04-21 13F Foster & Motley Inc 47.742 6,86 10 11,11
2026-04-30 13F Sequoia Financial Advisors, LLC 26.542 6,67 5.671 8,37
2026-04-23 13F S.E.E.D. Planning Group LLC 1.649 0,00 352 1,73
2026-05-15 13F Huntington National Bank 3.834 9.182 17,52
2026-05-01 13F Holistic Planning, LLC 4.774 -5,32 1.020 -3,77
2026-04-29 13F Golden Road Advisors Llc 4.248 -3,39 908 -1,84
2026-02-17 13F Perritt Capital Management Inc 0 -100,00 0
2026-05-11 13F SCS Capital Management LLC 43.380 -3,47 9.269 -1,95
2026-01-15 13F My Personal CFO, LLC 0 -100,00 0
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 221 -25,34 47 -24,19
2026-05-13 13F Townsquare Capital Llc 3.647 -82,68 779 -82,41
2026-04-17 13F Monticello Wealth Management, Llc 19.632 -0,50 4.195 1,06
2026-04-30 13F Sollinda Capital Management LLC 1.423 0,00 304 1,67
2026-04-06 13F Baring Financial LLC 1.819 16,90 389 18,65
2026-05-13 13F Capital Group Private Client Services, Inc. 4.605 20,74 984 22,57
2026-04-07 13F Mb, Levis & Associates, Llc 164 0,00 35 2,94
2026-05-15 13F Two Sigma Investments, Lp 331.246 3.210,80 70.777 3.263,93
2026-01-30 13F Kiker Wealth Management, LLC 0 -100,00 0
2026-05-07 13F one8zero8, LLC 100 -50,00 21 -50,00
2026-05-15 13F SkyView Investment Advisors, LLC 5.975 0,00 1 0,00
2026-04-16 13F Montecito Bank & Trust 48.264 -1,18 10.313 0,39
2026-04-30 13F Csenge Advisory Group 1.569 2,68 335 4,36
2026-04-23 13F St. Clair Advisors, LLC 13.039 2.786
2026-05-07 13F Confluence Wealth Services, Inc. 34.885 -0,05 7.454 1,53
2026-04-27 13F Symmetry Partners, LLC 4.863 -0,82 1.039 0,78
2026-05-15 13F Magnolia Capital Advisors Llc 3.998 -0,47 854 1,18
2026-04-20 13F Hilton Head Capital Partners, LLC 316 0,32 67 1,52
2026-04-21 13F SmartHarvest Portfolios, LLC 2.708 0,00 579 1,58
2026-05-11 13F Catalyst Financial Partners Llc 1.345 -2,61 287 -1,03
2026-04-09 13F Lantz Financial LLC 5.307 -33,32 1.134 -32,32
2026-05-04 13F NWF Advisory Services Inc. 1.797 -14,79 384 -13,54
2026-05-14 13F Campion Asset Management LLC 1.419 -0,56 303 1,00
2026-04-22 13F Motco 2.662 0,00 569 1,61
2026-04-17 13F Wealthbridge Capital Management, Llc 2.513 1,37 537 2,88
2026-05-01 13F Hantz Financial Services, Inc. 1.774 41,81 0
2026-04-30 13F Cedar Mountain Advisors, LLC 395.176 -1,83 84.437 -0,28
2026-04-08 13F Inspirion Wealth Advisors, Llc 1.004 0,00 215 1,42
2026-04-30 13F Valued Wealth Advisors LLC 50 0,00 11 0,00
2026-05-08 13F Maple Capital Management, Inc. 1.018 0,00 218 1,40
2026-05-11 13F CAPROCK Group, Inc. 0 -100,00 0
2026-04-24 13F Key FInancial Inc 7.662 0,00 1.637 1,61
2026-05-06 13F Topel & Distasi Wealth Management, LLC 15.660 0,33 3.346 1,92
2026-04-16 13F Roble, Belko & Company, Inc 3.559 0,00 1
2026-04-28 13F DGS Capital Management, LLC 1.935 8,71 413 10,43
2026-03-12 13F Farmers National Bank 1.755 0,00 369 3,36
2026-04-14 13F Wealthcare Advisory Partners LLC 45.178 -3,78 9.653 -2,26
2026-04-23 13F Next Level Private LLC 8.985 0,28 1.920 1,86
2026-05-14 13F Klingman & Associates, LLC 2.633 0,00 563 1,63
2026-05-13 13F Lowery Thomas, Llc 3.839 0,39 820 1,99
2026-05-13 13F Pitcairn Wealth Advisors LLC 3.539 0,00 744 0,00
2026-04-30 13F Accredited Investors Inc. 15.464 6,72 3.304 8,43
2026-05-11 13F COFG Advisors, LLC 2.063 0,39 441 1,85
2026-05-12 13F Tiaa-cref Individual & Institutional Services, Llc 1.064.227 227.393
2026-05-15 13F Real Talk Capital, LLC 964 -0,52 206 0,99
2026-04-14 13F Nbc Securities, Inc. 19.117 -2,04 4.085 -0,51
2026-05-14 13F Kilter Group LLC 104 0,00 22 4,76
2026-05-01 13F Evolution Advisers, Inc. 71 0,00 0
2026-04-08 13F West Financial Advisors, LLC 1.070 0,00 229 1,33
2026-05-06 13F Main Street Group, LTD 9 2
2026-05-07 13F EPG Wealth Management LLC 14.427 0,10 3.083 1,68
2026-05-07 13F Facet Wealth, Inc. 1.894 2,16 405 -0,49
2026-04-23 13F Willis Johnson & Associates, Inc. 74.115 -1,14 15.836 0,42
2026-05-07 13F TCTC Holdings, LLC 0 -100,00 0
2026-05-07 13F Pillar Financial Advisors, LLC 1.337 0,00 286 1,42
2026-05-05 13F Almanack Investment Partners, LLC. 6.918 0,00 1.478 1,58
2026-05-21 13F BankChampaign, National Association 40 9
2026-04-28 13F Woodard & Co Asset Management Group Inc /adv 93.480 -2,76 19.974 -1,22
2026-04-29 13F Alliance Wealth Management Group 1.725 0,00 369 1,66
2026-05-05 13F Napier Financial, LLC 79.161 1,76 16.914 3,37
2026-04-24 13F Balentine LLC 1.546 0,00 330 1,54
2026-04-27 13F Lodestar Private Asset Management Llc 2.333 -5,55 498 -4,05
2026-05-15 13F Fortress Financial Group, Llc 12.235 -0,61 2.614 0,97
2026-04-15 13F Activest Wealth Management 3.642 0,00 778 1,57
2026-05-07 13F AlphaCentric Advisors LLC 11.825 40,66 2.527 42,87
2026-04-29 13F WealthPlan Investment Management, LLC 2.842 607
2026-05-12 13F Crusonia Wealth Advisors LLC 6.107 -0,89 1.305 0,62
2026-05-01 13F Signature Resources Capital Management, LLC 108 -71,73 23 -71,25
2026-05-04 13F J. Safra Sarasin Holding AG 4.764 0,00 998 -1,19
2026-04-16 13F Toth Financial Advisory Corp 20 0,00 4 0,00
2026-05-13 13F Buckingham Strategic Partners 17.887 -8,13 3.822 -6,67
2026-04-15 13F Paragon Capital Management Ltd 4.008 -4,66 856 -3,17
2026-05-06 13F Kesler, Norman & Wride, LLC 3.550 0,00 759 1,61
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 6.784 2,91 1.450 -2,09
2026-04-14 13F Howland Capital Management Llc 0 -100,00 0
2026-02-05 13F Wakefield Asset Management LLLP 0 -100,00 0
2026-05-01 13F Connecticut Wealth Management, LLC 6.791 10,95 1.451 12,74
2026-05-14 13F Baltimore-Washington Financial Advisors, Inc. 3.301 8,34 705 10,16
2026-04-16 13F Forbes J M & Co Llp 1.050 224
2026-05-11 13F Meridian Wealth Advisors, LLC 2.858 0,00 611 1,50
2026-05-15 13F SIMA Wealth Partners, LLC 855 -0,35 183 1,11
2026-05-15 13F Cerity Partners LLC 815.582 80,33 174.266 83,18
2026-04-24 13F Capital Asset Advisory Services LLC 8.363 15,54 1.901 21,25
2026-05-15 13F Susquehanna International Group, Llp Put 50.700 13,68 10.833 15,48
2026-05-28 13F Henshaw Capital LLC 0 -100,00 0 -100,00
2026-05-14 13F North Dallas Bank & Trust Co 1.927 0,00 412 1,48
2026-02-17 13F Glenmede Trust Co Na 61.091 -15,53 12.850 -5,58
2026-05-06 13F Private Wealth Asset Management, LLC 330 144,44 71 150,00
2026-05-11 13F Stonebrook Private Inc. 3.382 -1,57 723 0,00
2026-05-15 13F Susquehanna International Group, Llp Call 89.100 -25,56 19.038 -24,39
2026-05-06 13F TCFG Investment Advisors, LLC 2.688 577
2026-05-15 13F Colter Lewis Investment Partners LLC 5.653 1.208
2026-04-03 13F Adirondack Trust Co 5.368 -1,27 1.147 0,26
2026-05-15 13F Parvin Asset Management, LLC 0 -100,00 0
2026-04-28 13F Busey Wealth Management 18.213 0,00 3.892 1,59
2026-05-15 13F Cardiff Park Advisors, Llc 7.439 0,08 1.589 1,66
2026-05-15 13F Equitable Holdings, Inc. 343.631 -5,19 86.983 14,10
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 6.664 -0,03 1.424 1,50
2026-05-18 13F Edgestream Partners, L.P. 4.180 -44,25 893 -43,37
2026-04-07 13F Myecfo, Llc 8.215 -1,20 1.755 0,40
2026-05-11 13F Wealth Dimensions Group, Ltd. 10.772 -1,02 2.302 0,52
2026-04-17 13F Great Waters Wealth Management 7.841 -0,11 1.675 1,45
2026-01-28 13F Quent Long Short Global Small Cap Fund, LP 40.804 8.583
2026-04-21 13F Trilogy Capital Inc. 1.368 13,91 292 15,87
2026-05-06 13F Berkeley Capital Partners, LLC 2.916 0,34 623 1,96
2026-05-12 13F Ausdal Financial Partners, Inc. 40.523 1,52 8.658 3,12
2026-04-21 13F Cypress Capital Advisors, LLC 4.037 1,46 863 3,11
2026-05-12 13F Asset One Wealth Management LLC 1.072 242
2026-04-24 13F Patten Group, Inc. 4.620 -2,82 987 -1,20
2026-05-27 13F Westshore Wealth, LLC 92.391 -4,57 19.741 -3,05
2026-04-13 13F Clayton Financial Group LLC 2.275 0,18 486 1,89
2026-05-14 13F Harvest Investment Services, LLC 3.188 -4,41 681 -2,85
2026-05-04 13F Retirement Planning Group 3.239 16,55 692 18,49
2026-05-13 13F Northstar Asset Management Inc 1.190 0,00 254 1,60
2026-05-14 13F Galvin, Gaustad & Stein, LLC 7.376 242,91 1.576 248,67
2026-05-06 13F Intrust Bank Na 8.399 0,00 1.795 1,59
2026-04-16 13F jvl associates llc 10.211 0,00 2.182 1,58
2026-05-06 13F Morgan Dempsey Capital Management Llc 654 11,22 140 13,01
2026-04-23 13F Private Wealth Management Group, LLC 1.028 0,00 220 1,39
2026-05-15 13F Matrix Private Capital Group Llc 1.560 -1,76 333 -0,30
2026-05-01 13F Advisors Capital Management, LLC 7.012 8,31 1.498 10,07
2026-04-07 13F InvesTrust 9.589 -2,36 2.049 -0,82
2026-05-13 13F O'shaughnessy Asset Management, Llc 92.753 -66,30 19.819 -65,76
2026-04-20 13F Breakwater Capital Group 61.253 -1,58 13.088 -0,03
2026-04-29 13F Horst & Graben Wealth Management LLC 1.362 0,00 310 8,39
2026-04-30 13F Stronghold Wealth Management L.L.C. 2.714 -2,62 580 -1,19
2026-04-23 13F Marquette Asset Management, LLC 393.580 2,56 84.096 4,18
2026-05-11 13F Portland Global Advisors LLC 2.490 -4,27 532 -2,74
2026-05-04 13F Flaharty Asset Management, LLC 124.484 -2,88 26.598 -1,35
2026-04-22 13F Continuum Advisory, LLC 3.848 -0,23 822 1,36
2026-04-27 13F Proathlete Wealth Management Llc 153.566 3,83 32.910 5,43
2026-05-13 13F/A MWA Asset Management 3.650 -1,93 780 -0,26
2026-05-15 13F Wellspring Financial Advisors, LLC 41.520 -0,37 8.872 1,19
2026-05-05 13F Prosperity Consulting Group, LLC 27.474 45,86 5.870 48,19
2026-05-08 13F Clarion Wealth Managment Partners, LLC 10.056 -4,19 2.149 -2,67
2026-05-13 13F Heritage Wealth Advisors 146 0,00 31 3,33
2026-05-01 13F Financial Alternatives, Inc 1.436 0,00 307 1,32
2026-04-20 13F Kestra Private Wealth Services, Llc 219.860 15,95 46.978 17,78
2026-05-06 13F Kelsey Financial, LLC 50.036 -18,50 10.691 -17,21
2026-05-12 13F BOK Financial Private Wealth, Inc. 2.675 -1,91 572 -0,35
2026-05-14 13F TRB Wealth Management, LLC 1.109 237
2026-04-17 13F Stonebridge Financial Group, LLC / MO 5.687 0,16 1.215 1,76
2026-04-08 13F Bond & Devick Financial Network, Inc. 10.070 1,61 2.152 3,21
2026-05-07 13F Regimen Wealth, Llc 4.396 0,07 939 1,62
2026-04-07 13F Pathway Financial Advisors LLC 14.660 0,00 3.160 -0,47
2026-04-22 13F BKM Wealth Management, LLC 3.683 -1,15 787 0,38
2026-05-11 13F Kestra Investment Management, LLC 4.597 81,06 982 83,90
2026-05-04 13F Archer Investment Corp 2.526 0,00 540 1,51
2026-05-13 13F Mariner, LLC 478.153 -10,04 102.163 -8,61
2026-05-15 13F Windsor Advisory Group, LLC 586 0,00 125 1,63
2026-05-04 13F Nadler Financial Group, Inc. 120.044 -13,22 25.650 -11,84
2026-05-20 13F FinArc Investments, Inc. 3.954 845
2026-05-13 13F Truvestments Capital Llc 100 0,00 21 0,00
2026-05-15 13F Ironwood Investment Management Llc 1.867 0,00 399 1,53
2026-01-22 13F Premier Path Wealth Partners, LLC 20.682 25,74 4.350 29,93
2026-04-14 13F XY Planning Network, Inc. 3.544 762
2026-05-15 13F Investmark Advisory Group LLC 5.230 0,21 1.118 1,82
2026-04-20 13F Obermeyer Wood Investment Counsel, Lllp 2.966 0,00 634 1,61
2026-04-15 13F Fifth Third Securities, Inc. 7.361 -26,13 1.573 -25,00
2026-05-13 13F Green Harvest Asset Management LLC 3.110 65,43 665 68,10
2026-05-07 13F Bingham Private Wealth, Llc 2.549 545
2026-04-23 13F Oppenheimer Asset Management Inc. 94.820 -58,40 20.260 -57,74
2026-04-28 13F Schaper Benz & Wise Investment Counsel Inc/wi 12.555 -8,39 2.683 -6,94
2026-05-05 13F Milestone Investment Advisors LLC 60 0,00 13 0,00
2026-05-14 13F Wind River Trust Co 231.399 -0,99 49.443 0,58
2026-04-23 13F Manchester Financial Inc 0 -100,00 0
2026-05-06 13F Paces Ferry Wealth Advisors, Llc 0 -100,00 0
2026-04-17 13F Morris Financial Concepts, Inc. 3.178 -10,23 679 -8,74
2026-05-13 13F Edgemoor Investment Advisors, Inc. 2.506 0,00 535 1,52
2026-04-16 13F McClarren Financial Advisors, Inc. 1.551 4,94 331 1,85
2026-04-30 13F Elevated Capital Advisors, LLC 33 0,00 7 16,67
2026-05-11 13F Fountainhead AM, LLC 3.281 96,94 701 100,29
2026-05-06 13F Zhang Financial LLC 5.161 21,64 1.103 23,54
2026-05-06 13F MorganRosel Wealth Management, LLC 1.307 0,00 279 1,82
2026-04-14 13F Opal Wealth Advisors, LLC 3.105 -29,70 663 -28,63
2026-05-12 13F Benjamin Edwards Inc 2.089 13,53 447 15,25
2026-05-15 13F Core Wealth Advisors, Inc. 5.339 0,00 1.141 1,60
2026-02-13 13F Macquarie Group Ltd 0 -100,00 0
2026-04-13 13F Garrett Investment Advisors LLC 10.892 -0,40 2.327 1,17
2026-04-22 13F Norris Perne & French Llp/mi 3.029 -42,07 647 -41,13
2026-04-24 13F Palouse Capital Management, Inc. 577 0,00 123 1,65
2026-05-15 13F Sig Brokerage, Lp 13.889 0,00 2.968 1,57
2026-04-16 13F SG Americas Securities, LLC 19.626 -22,64 4 -20,00
2026-05-05 13F Evergreen Advisors, LLC 4.128 0,00 882 1,61
2026-04-17 13F HHM Wealth Advisors, LLC 558 119,69 119 124,53
2026-04-21 13F Altus Wealth Management, LLC 1.761 0,00 376 1,62
2026-04-10 13F Voisard Asset Management Group, Inc. 998 0,00 213 1,91
2026-04-08 13F Sharper & Granite LLC 1.159 0,00 248 1,65
2026-04-27 13F Serenus Wealth Advisors, LLC 19.223 -1,61 4.107 -0,05
2026-05-04 13F Bridges Investment Management Inc 257.253 -3,88 54.967 -2,35
2026-05-08 13F New England Private Wealth Advisors LLC 24.499 0,20 5.235 1,79
2026-05-06 13F Bessemer Group Inc 71.394 39,66 15 50,00
2026-05-12 13F Rsm Us Wealth Management Llc 402.812 1,10 86.069 1,93
2026-02-11 13F Strategic Wealth Designers 0 -100,00 0
2026-04-27 13F TCI Wealth Advisors, Inc. 5.404 -1,71 1.155 -0,17
2026-05-07 13F Hollencrest Capital Management 2.221 0,00 475 1,50
2026-04-13 13F Mather Group, Llc. 46.184 -3,03 9.868 -1,49
2026-04-20 13F Cardinal Point Capital Management, ULC 1.458 0,00 312 1,63
2026-05-21 13F Access Investment Management LLC 180 0,00 38 5,56
2026-05-13 13F Laffer Investments 979 0,00 209 1,95
2026-05-11 13F Jasper Ridge Partners, L.P. 2.467.155 -2,28 527.157 -0,73
2026-05-15 13F Cypress Capital Group 1.805 0,00 386 1,58
2026-05-14 13F Smead Capital Management, Inc. 6.264 42,62 1.339 44,96
2026-04-09 13F Cornerstone Wealth Advisors, Inc. 13.289 -2,78 2.839 -1,25
2026-05-11 13F Strategic Family Wealth Counselors, L.L.C. 3.699 34,85 790 33,45
2026-04-23 13F Ewa, Llc 1.525 -1,10 326 0,31
2026-04-29 13F Odyssey Capital Advisors, Inc. 3.416 -11,02 730 -9,67
2026-05-14 13F Captrust Financial Advisors 435.644 5,15 93.079 6,81
2026-04-23 13F Summit Investment Advisory Services, LLC 1.399 0,00 299 1,36
2026-05-13 13F Gibbs Wealth Management 1.398 299
2026-04-21 13F Sicart Associates LLC 1.317 0,00 281 1,44
2026-04-09 13F IFG Advisors, LLC 1.428 0,28 305 2,01
2026-05-01 13F Ferguson Wellman Capital Management, Inc 21.387 -18,95 4.570 -17,68
2026-05-13 13F Freestone Capital Holdings, LLC 8.062 10,89 1.723 12,62
2026-05-11 13F Great Valley Advisor Group, Inc. 24.793 -1,62 5.298 -0,08
2026-04-27 13F FSM Wealth Advisors, LLC 1.136 0,09 243 1,68
2026-04-21 13F Aaron Wealth Advisors LLC 17.773 -0,87 3.798 0,69
2026-04-14 13F Cathy Pareto & Associates, Inc 1.670 0,36 357 2,00
2026-04-10 13F Piscataqua Savings Bank 290 0,00 62 1,67
2026-05-12 13F Planwiser Financial, Llc 1.217 0,00 273 2,26
2026-04-29 13F Index Technologies Group LLC 10.548 0,68 2.254 2,27
2026-05-08 13F Peachtree Investment Partners, LLC 192 0,52 41 0,00
2026-04-10 13F Pure Financial Advisors, Inc. 12.987 -2,85 2.775 -1,32
2026-05-01 13F American Trust 8.263 -4,13 1.766 -2,59
2026-05-01 13F Thrivent Financial For Lutherans 336.524 -0,63 72 0,00
2026-05-11 13F Howard Wealth Management, Llc 960 0,00 205 1,99
2026-04-17 13F Ignite Planners, LLC 2.830 0,00 605 -2,89
2026-04-09 13F Elmwood Wealth Management, Inc. 5.042 11,87 1.077 13,61
2026-05-05 13F Ethos Financial Group, LLC 6.604 -1,96 1.386 -2,19
2026-05-15 13F Summit Financial, LLC 84.490 33,67 18.053 35,79
2026-04-20 13F Oak Family Advisors, Llc 1.263 0,00 270 1,51
2026-04-22 13F Accretive Wealth Partners, LLC 2.183 1,02 466 2,64
2026-04-06 13F Highline Wealth Partners Llc 2.005 16,71 429 18,56
2026-05-19 13F Mascagni Wealth Management, Inc. 1.930 0,00 412 1,73
2026-05-14 13F MetLife Investment Management, LLC 83.800 93,53 17.906 96,61
2026-05-11 13F BankPlus Trust Department 3.363 0,00 719 1,56
2026-05-22 13F Wellington Grp LLC 1.039 167,10 222 174,07
2026-04-21 13F Falcon Wealth Planning 1.204 3,88 257 5,76
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 103.527 -29,72 22.121 -28,61
2026-05-15 13F Castleark Management Llc 24.040 0,00 5.137 1,58
2026-05-12 13F Colonial Trust Advisors 99 0,00 21 5,00
2026-04-28 13F Fundamentun, Llc 110.516 -4,37 23.614 -2,86
2026-05-01 13F Citizens Business Bank 1.625 -10,96 347 -9,40
2026-05-13 13F Prestige Wealth Management Group LLC 201 0,00 43 0,00
2026-04-20 13F McKinley Carter Wealth Services, Inc. 17.958 -5,38 3.837 -3,88
2026-05-14 13F Advisory Alpha, LLC 2.110 0,14 451 1,58
2026-04-15 13F Dixon Fnancial Services, Inc. 18.930 0,00 4.045 1,58
2026-04-17 13F Matthew Goff Investment Advisor, LLC 4.244 -2,12 907 -0,66
2026-05-08 13F Smithfield Trust Co 390 0,00 0
2026-05-14 13F Allworth Financial LP 315.598 -1,52 67.434 0,03
2026-04-20 13F MBM Wealth Consultants, LLC 138 29
2026-04-30 13F Kornitzer Capital Management Inc /ks 4.925 -4,18 1.052 -2,68
2026-04-22 13F Braun Stacey Associates Inc 1.965 78,96 420 82,17
2026-05-15 13F RMB Capital Management, LLC 5.780 -5,17 1.235 -3,67
2026-04-22 13F Apollon Financial, LLC 5.766 -6,55 1.232 -5,01
2026-04-09 13F OFS Enterprise LLC 44.927 9.600
2026-05-07 13F Financial Discovery Group Inc 7.449 1.592
2026-05-11 13F Kondo Wealth Advisors, Inc. 1.617 0,25 346 1,77
2026-05-13 13F PKS Advisory Services, LLC 4.113 -6,27 879 -4,77
2026-06-01 13F Flagship Wealth Advisors, Llc 143 11,72 28 3,85
2026-05-04 13F Procyon Private Wealth Partners, LLC 18.585 -2,76 3.971 -1,22
2026-04-20 13F ABLE Financial Group, LLC 3.842 -2,59 821 -1,09
2026-05-12 13F Dynamic Financial Group 11.952 -0,07 2.554 1,51
2026-04-16 13F Mountain Pacific Investment Advisers Inc/id 1.050 0,00 224 1,82
2026-04-28 13F Northstar Group, Inc. 6.632 0,05 1.417 1,65
2026-05-12 13F Reyes Financial Architecture, Inc. 121 0,00 26 0,00
2026-05-06 13F Advisortrust Partners, Llc 29 6
2026-05-12 13F Kingsview Wealth Management, LLC 21.152 -41,34 4.519 -40,41
2026-05-13 13F GW&K Investment Management, LLC 1.804 0,00 0
2026-05-15 13F Wick Capital Partners, LLC 6.996 1,30 1.495 2,89
2026-05-15 13F Integrated Wealth Concepts LLC 57.997 28,25 12.392 30,28
2026-02-13 13F Beutel, Goodman & Co Ltd. 0 -100,00 0
2026-04-23 13F First Pacific Financial 2.110 184,75 451 190,32
2026-02-17 13F Tolleson Wealth Management, Inc. 22.851 -1,79 4.806 1,48
2026-04-09 13F Praetorian Wealth Management, Inc. 1.425 0,00 316 5,69
2026-05-11 13F Pecaut & Co. 1.155 -5,94 247 -4,65
2026-05-12 13F Chicago Wealth Management, Inc. 2.621 0,00 560 1,63
2026-04-16 13F Global Wealth Management, LLC 6.964 0,00 1.488 1,57
2026-04-08 13F Sapient Capital Llc 13.921 1,55 2.975 2,38
2026-04-10 13F Perfromance Wealth Partners, LLC 3.141 0,00 671 1,67
2026-04-16 13F First Community Trust Na 36 0,00 8 0,00
2026-04-30 13F Donaldson Capital Management, Llc 1.166 -13,82 249 -12,32
2026-05-06 13F TopTier Wealth Management, LLC 4 1
2026-05-15 13F Morgan Stanley 42.227.257 6,46 9.022.699 8,15
2026-05-14 13F Northern Oak Wealth Management Inc 4.165 -1,77 890 -0,22
2026-04-27 13F Exencial Wealth Advisors, Llc 6.569 -0,15 1.404 1,45
2026-05-15 13F/A Bradley Foster & Sargent Inc/ct 6.517 -1,66 1.392 -0,07
2026-05-08 13F Miller Investment Management, LP 3.368 0,00 720 1,55
2026-01-23 13F Twelve Points Wealth Management LLC 0 -100,00 0
2026-05-29 13F Mullaney, Keating & Wright, Inc. 36.875 -3,29 7.879 -1,76
2026-04-24 13F Axis Wealth Partners, LLC 2.959 0,34 632 1,94
2026-05-13 13F Lighthouse Financial LLC 1.004 0,00 215 1,42
2026-05-11 13F Aptus Capital Advisors, LLC 58.782 0,55 12.560 2,14
2026-04-13 13F Kmg Fiduciary Partners, Llc 5.818 0,67 1.243 2,30
2026-04-22 13F Caldwell Trust Co 358 0,00 76 1,33
2026-04-10 13F HT Partners LLC 2.322 0,00 496 1,64
2026-04-21 13F Nabity-Jensen Investment Management Inc 7.818 0,00 1.670 1,58
2026-04-22 13F Spirepoint Private Client, Llc 10.595 0,00 2.264 1,57
2026-04-08 13F Canandaigua National Corp 49.648 10.608
2026-04-23 13F Bell Bank 3.985 19,89 851 21,75
2026-04-13 13F Winthrop Advisory Group LLC 24.267 6,55 5.185 8,25
2026-06-01 13F Integrated Investment Consultants, LLC 89.963 -1,26 19.222 0,30
2026-05-11 13F Collier Financial 577 21,73 123 24,24
2026-05-15 13F Catherine Avery Investment Management LLC 370 -37,50 79 -36,29
2026-04-29 13F/A True Link Financial Advisors, LLC 1.309 9,54 280 11,16
2026-04-21 13F Pacific Sage Partners, LLC 155.015 2,00 33.122 3,61
2026-04-09 13F Thrive Wealth Management, LLC 6.128 2,97 1.309 4,64
2026-05-13 13F American Financial Advisors, LLC 6.782 0,09 1.449 1,68
2026-04-22 13F Wetzel Investment Advisors, Inc. 6.245 -1,22 1.334 0,38
2026-05-06 13F NovaPoint Capital, LLC 10.198 -1,88 2.179 -0,37
2026-05-15 13F Asset Management Group, Inc. 22.295 -0,70 4.764 0,87
2026-05-01 13F Strategic Wealth Advisors LLC 14.774 12,99 3 50,00
2026-05-04 13F Stage Harbor Financial, Llc 12.840 -36,59 2.744 -35,60
2026-04-27 13F Wbh Advisory Inc 3.083 -4,67 663 -2,65
2026-05-04 13F Roberts Glore & Co Inc /il/ 1.417 0,00 303 1,34
2026-05-12 13F First American Trust, Fsb 1.059 226
2026-05-04 13F Bedel Financial Consulting, Inc. 5.388 3,70 1.151 5,40
2026-04-22 13F RMR Wealth Builders 137.184 -0,91 29.312 0,66
2026-04-29 13F IAG Wealth Partners, LLC 879 -0,57 188 1,08
2026-04-22 13F Wilkins Miller Wealth Management, LLC 1.412 0,00 302 1,35
2026-04-07 13F Farther Finance Advisors, LLC 63.481 78,58 13.645 82,48
2026-05-12 13F Causey Wealth LLC 1.636 0,12 350 1,75
2026-05-06 13F Bonfire Financial 5.156 0,39 1.102 1,94
2026-05-11 13F Erste Asset Management GmbH 13.100 2.743
2026-05-14 13F Raymond James Financial Inc 5.512.527 2,48 1.177.862 4,10
2026-05-14 13F Ieq Capital, Llc 160.626 -0,03 34.321 1,56
2026-05-04 13F Hourglass Capital, Llc 1.039 -83,61 222 -83,35
2026-04-03 13F Box Hill Private Wealth LLC 1.772 379
2026-04-29 13F Clearwave Capital, LLC 9.305 0,25 1.988 1,84
2026-05-12 13F Benson Wealth Management INC 56 0,00 12 0,00
2026-05-14 13F Main Management LLC 323 0
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 9.218 5,48 1.970 7,13
2026-04-28 13F Cypress Capital, LLC 2.520 0,00 538 1,51
2026-05-04 13F Avantax Planning Partners, Inc. 9.912 -0,13 2.118 1,44
2026-05-06 13F German American Bancorp, Inc. 4.257 -6,56 910 -5,11
2026-04-21 13F Riverstone Advisors, LLC 1.883 402
2026-05-05 13F Net Worth Advisory Group 1.408 0,43 301 2,04
2026-05-14 13F Missouri Trust & Investment Co 1.200 0,00 256 1,59
2026-04-22 13F Gemmer Asset Management LLC 1.324 -4,54 283 -3,09
2026-04-02 13F Ares Financial Consulting, LLC 681 0,29 146 2,82
2026-05-14 13F Institute for Wealth Management, LLC. 1.925 -0,26 411 1,48
2026-04-06 13F Acima Private Wealth, Llc 1.570 0,00 335 1,52
2026-04-20 13F LVW Advisors, LLC 1.690 -17,36 361 -16,05
2026-04-20 13F Park Edge Advisors, LLC 1.748 0,00 373 1,63
2026-05-01 13F Clarity Financial LLC 2.209 0,00 472 1,51
2026-04-15 13F Valley National Advisers Inc 224 0,00 0
2026-05-14 13F Alvarez & Marsal Private Wealth Partners, LLC 1.967 0,00 420 1,69
2026-05-12 13F Americana Partners, LLC 214.068 3,23 45.740 4,86
2026-05-15 13F Saudi Central Bank 178.016 0,00 38.037 1,58
2026-05-08 13F Moors & Cabot, Inc. 2.473 4,04 528 5,81
2026-05-12 13F Advyzon Investment Management, LLC 2.102 94,99 449 98,67
2026-05-07 13F Northwestern Mutual Wealth Management Co 460.764 2,51 98.451 4,13
2026-04-16 13F Allegheny Financial Group LTD 12.472 0,08 2.665 1,64
2026-05-14 13F Dymon Asia Capital (singapore) Pte. Ltd. 8.905 1.903
2026-05-08 13F Middleton & Co Inc/ma 5.696 0,00 1.217 1,50
2026-04-29 13F Es4, Llc 4.640 0,39 991 1,95
2026-04-22 13F Sterling Capital Management LLC 1.178 -98,07 252 -98,04
2026-04-08 13F Nestegg Advisors, Inc. 79.289 3,59 16.942 5,22
2026-05-04 13F AMG National Trust Bank 130.652 3,48 27.916 5,12
2026-05-07 13F Allen Investment Management LLC 20.282 33,54 4.334 35,66
2026-05-14 13F Orion Capital Management LLC 1.274 0,00 272 1,87
2026-04-14 13F Pinnacle Wealth Management Group, Inc. 1.495 -4,78 319 -3,33
2026-04-23 13F Greenhouse Wealth Management, LLC 1.221 0,00 261 1,56
2026-04-28 13F Raleigh Capital Management Inc. 0 -100,00 0
2026-02-18 13F Financial Advisory Service, Inc. 10.503 0,09 2.209 3,42
2026-04-17 13F Astoria Strategic Wealth, Inc. 35.731 -1,91 7.635 -0,35
2026-05-08 13F Bci Securities, Inc. 5.471 0,00 1.169 1,57
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 309 -35,62 66 -34,00
2026-04-30 13F Titleist Asset Management, Llc 9.031 -1,10 1.930 0,47
2026-05-15 13F Silvercrest Asset Management Group Llc 146.708 -12,67 31.347 -11,29
2026-05-11 13F Founders Financial Alliance, LLC 11.484 4,46 2.454 6,10
2026-04-13 13F Wolff Wiese Magana Llc 583 0,00 125 1,64
2026-04-07 13F Retirement Wealth Solutions LLC 338 72
2026-02-13 13F Motiv8 Investments LLC 115 0
2026-04-23 13F Financial & Tax Architects, LLC 943 201
2026-04-28 13F Greatmark Investment Partners, Inc. 3.413 0,00 729 1,67
2026-05-14 13F Mason Investment Advisory Services, Inc. 2.022 -42,69 432 -41,78
2026-05-06 13F Tandemgrowth Financial Advisors Llc 1.098 -2,23 235 -0,85
2026-05-05 13F PFG Advisors 2.843 0,11 608 1,68
2026-01-14 13F ORG Partners LLC 7.835 45,42 1.648 47,67
2026-05-11 13F Ellevest, Inc. 5.308 2,69 1.134 4,32
2026-05-13 13F Owl Creek Wealth Partners LLC 217 46
2026-05-01 13F International Assets Investment Management, Llc 5.069 -22,03 1.089 -20,34
2026-05-06 13F Sentinus, LLC 1.202 -37,95 257 -37,10
2026-05-11 13F Valpey Financial Services, LLC 965 -4,17 206 -2,37
2026-05-14 13F Ballentine Partners, LLC 31.234 8,66 6.674 10,37
2026-04-22 13F Clear Creek Financial Management, LLC 2.012 -9,12 430 -7,74
2026-04-17 13F Buffalo Business & Estate Services Ltd 21.784 -12,70 4.655 -11,32
2026-05-07 13F Avidian Wealth Solutions, LLC 55.818 -0,50 11.927 1,08
2026-06-01 13F First Nebraska Trust Co 2.077 0,00 444 1,61
2026-05-15 13F Barnes Wealth Management Group, Inc 1.083 -1,55 231 0,00
2026-04-02 13F Horizons Wealth Management 25 0,00 5 0,00
2026-05-15 13F Elliott Investment Management L.P. Put 1.000.000 -64,29 213.670 -63,72
2026-04-20 13F Skyline Advisors, Inc. 3.106 0,39 664 2,00
2026-04-07 13F Central Pacific Bank - Trust Division 2.370 -3,97 506 -2,50
2026-04-20 13F Auour Investments LLC 31.722 1,22 6.778 2,82
2026-05-14 13F Renaissance Technologies Llc 93.700 2.922,58 20.021 2.970,55
2026-05-05 13F Sanctuary Advisors, LLC 146.216 2,14 31.242 3,76
2026-04-20 13F Joel Adams & Associates, Inc. 3.293 0,40 704 2,03
2026-05-11 13F Thompson Siegel & Walmsley Llc 17.055 4,11 4 0,00
2026-04-08 13F Archer Investment Management, LLC 943 201
2026-04-27 13F PFG Investments, LLC 5.244 -5,31 1.121 -3,78
2026-05-07 13F Burk Holdings LLC 418 89
2026-02-17 13F LaSalle St. Investment Advisors, LLC 0 -100,00 0
2026-04-23 13F Glass Jacobson Investment Advisors llc 9.741 -0,24 2.081 1,36
2026-05-12 13F Aspiriant, Llc 36.521 -0,33 7.804 1,25
2026-05-15 13F Mission Wealth Management, Lp 224.645 1,25 48.000 2,85
2026-05-08 13F Steward Partners Investment Advisory, Llc 380.721 22,84 81.349 24,78
2026-05-15 13F London Co Of Virginia 10.557 -92,51 2.256 -92,39
2026-04-10 13F Financial Advisory Corp 0 -100,00 0
2026-05-11 13F Elequin Capital Lp 0 -100,00 0
2026-05-19 13F Royal Fund Management, LLC 898 280
2026-04-03 13F First County Bank /CT/ 3.606 -4,53 770 -3,02
2026-05-14 13F Mizuho Bank, Ltd. 0 -100,00 0
2026-05-06 13F MTM Investment Management, LLC 1.281 0,00 274 1,49
2026-04-09 13F Beech Hill Advisors, Inc. 1.549 0,00 331 1,54
2026-02-02 13F Stuart Chaussee & Associates, Inc. 0 -100,00 0
2026-05-15 13F Wealth Preservation Advisors, LLC 304 0,00 65 1,59
2026-05-08 13F Bokf, Na 56.053 -39,42 11.977 -38,46
2026-04-14 13F Portfolio Resources Advisor Group, Inc. 1.327 -20,11 284 -18,91
2026-04-23 13F Forum Financial Management, LP 11.118 -1,60 2.375 -0,04
2026-04-17 13F Gibson Capital, LLC 2.146 0,00 459 1,55
2026-05-13 13F Keystone Financial Group 1.044 223
2026-02-17 13F Parallax Volatility Advisers, L.P. Call 0 -100,00 0
2026-04-08 13F Stephens Group Asset Management, Llc 431.178 0,10 92.130 1,68
2026-04-16 13F Warren Street Wealth Advisors, LLC 2.088 -3,96 446 -2,41
2026-05-15 13F Susquehanna International Group, Llp 0 -100,00 0 -100,00
2026-04-13 13F/A Sunburst Financial Group, LLC 38.698 0,64 8.269 2,24
2026-04-08 13F Emergent Wealth Advisors, LLC 1.712 0,41 366 1,96
2026-05-13 13F Argent Trust Co 45.182 241,56 9.654 247,02
2026-05-12 13F Community Bank, N.A. 25.820 -0,19 5.517 1,38
2026-01-14 13F Clarius Group, LLC 24.276 6,59 5.106 10,14
2026-05-15 13F Evelyn Partners Asset Management Ltd 2.607 249,00 557 254,78
2026-04-29 13F Harbour Capital Advisors, LLC 29.277 -0,29 6.633 6,45
2026-04-22 13F Spire Wealth Management 22.120 -2,46 4.726 -0,90
2026-05-11 13F VeraBank, N.A. 6.485 0,00 1.386 1,54
2026-04-14 13F Arvest Investments, Inc. 1.889 -86,61 404 -86,41
2026-04-15 13F Meridian Financial Partners LLC 1.311 30,84 284 29,68
2026-04-27 13F Taylor, Cottrill, Erickson & Associates, Inc. 6.030 -5,49 1.288 -3,95
2026-05-06 13F Avalon Trust Co 0 -100,00 0
2026-04-28 13F Flagship Harbor Advisors, Llc 4.198 -1,66 897 -0,11
2026-05-11 13F Mark Sheptoff Financial Planning, Llc 126 0,00 29 11,54
2026-05-01 13F Harwood Advisory Group, LLC 3.345 4,47 715 6,09
2026-04-03 13F Coastline Trust Co 4.455 -26,23 952 -25,12
2026-04-24 13F SOL Capital Management CO 0 -100,00 0
2026-04-20 13F Higgins & Schmidt Wealth Strategies LLC 5.269 12,92 1.126 14,68
2026-04-21 13F One Wealth Advisors, LLC 1.364 -86,97 291 -86,78
2026-05-07 13F Wharton Business Group, LLC 1.496 0,00 320 1,59
2026-04-30 13F Private Trust Co Na 10.697 -8,85 2.286 -7,41
2026-05-04 13F Tradewinds, LLC. 967 223
2026-04-08 13F Beacon Financial Strategies CORP 2.405 -2,08 514 -0,58
2026-04-16 13F Balboa Wealth Partners 3.734 -6,95 798 -5,57
2026-05-11 13F OpenArc Corporate Advisory, LLC 747.074 10,95 159.627 12,70
2026-05-15 13F Farringdon Capital, Ltd. 1.220 261
2026-05-21 13F Raab & Moskowitz Asset Management LLC 1.279 0,00 273 1,49
2026-05-08 13F Vanguard Advisers Inc 4.358 931
2026-05-11 13F/A GFS Advisors, LLC 9.440 -26,20 2.017 -25,02
2026-05-14 13F Schroder Investment Management Group 600 0,00 128 1,59
2026-05-11 13F Rossby Financial, LCC 232 0,00 50 2,08
2026-05-08 13F Prime Capital Investment Advisors, LLC 28.126 5,36 6.010 7,04
2026-04-29 13F Global Strategic Investment Solutions, LLC 6.819 0,35 1.457 1,96
2026-05-13 13F American Investment Services, Inc. 4.076 0,00 871 1,52
2026-04-28 13F MBL Wealth, LLC 4.634 0,00 990 1,64
2026-05-05 13F Clear Harbor Asset Management, LLC 3.311 151,60 707 156,16
2026-05-13 13F Cetera Investment Advisers 1.229.673 -5,09 262.744 -3,58
2026-05-12 13F Kirtland Hills Capital Management, Llc 3.043 0,00 689 7,66
2026-05-05 13F Frazier Financial Advisors, LLC 662 512,96 141 540,91
2026-05-15 13F Tradition Wealth Management, LLC 47.810 0,04 10.215 1,62
2026-05-12 13F Ark & Tlk Investments, Llc 28.681 0,00 6.128 1,59
2026-05-07 13F FourThought Financial Partners, LLC 968 -21,81 207 -20,77
2026-05-12 13F TIAA Wealth Investment Management LLC 645.769 135.240
2026-05-05 13F BlueChip Wealth Advisors LLC 5.350 3,92 1.143 5,64
2026-04-15 13F Curran Financial Partners, LLC 3.930 0,05 840 1,57
2026-04-13 13F Market Street Wealth Management Advisors Llc 6.680 -2,11 1.427 -0,56
2026-04-23 13F Spinnaker Trust 2.879 0,00 615 1,65
2026-05-19 13F Western Wealth Management, LLC 17.232 9,28 3.682 11,01
2026-04-24 13F Vision Capital Management, Inc. 958 0,00 205 1,49
2026-04-29 13F Cordatus Wealth Management LLC 157.888 -2,94 33.736 -1,41
2026-05-12 13F Chapman Financial Group, Llc 0 -100,00 0
2026-04-15 13F Trust Point Inc. 9.750 154,24 2.083 158,44
2026-05-12 13F Luken Investment Analytics, LLC 1.047 0,00 224 1,36
2026-04-21 13F Creative Capital Management Investments LLC 794 297,00 170 302,38
2026-04-08 13F Mirador Capital Partners LP 2.820 0,36 603 2,03
2026-04-28 13F Powerhouse Assets LLC 1.615 0,00 345 1,77
2026-05-08 13F Marshall Investment Management, Llc 275 59
2026-04-13 13F Ullmann Financial Group, Inc. 27.859 -2,50 5.953 1,83
2026-05-07 13F Meeder Advisory Services, Inc. 1.923 -10,85 411 -9,49
2026-05-07 13F Lowe Brockenbrough & Co Inc 864 0,00 185 1,66
2026-04-16 13F Diversified Trust Co 48.374 0,03 10.336 1,61
2026-04-21 13F Wise Wealth Partners 4.839 0,42 1.034 2,07
2026-04-28 13F Nvest Financial, LLC 4.944 2,15 1.056 3,73
2026-04-16 13F Farmers & Merchants Trust Co of Long Beach 2.327 -7,55 497 -6,05
2026-04-27 13F Deroy & Devereaux Private Investment Counsel Inc 2.060 0,00 0
2026-04-22 13F Pinnacle Bancorp, Inc. 1.950 11,88 417 13,66
2026-05-07 13F Seizert Capital Partners, Llc 0 -100,00 0
2026-05-14 13F Tcw Group Inc 74.479 -22,69 15.914 -21,46
2026-04-29 13F Sigma Investment Counselors Inc 5.912 -0,76 1.263 0,88
2026-04-13 13F Colorado Capital Management, Inc. 15.239 -0,76 3 0,00
2026-04-30 13F Fidelity D & D Bancorp Inc 2.790 -10,38 596 -8,87
2026-05-13 13F Intrepid Financial Planning Group LLC 10.264 -7,05 2.193 -5,56
2026-05-14 13F Dorsey & Whitney Trust CO LLC 22.992 -4,85 4.913 -3,35
2026-04-09 13F McNamara Financial Services, Inc. 2.246 -4,87 480 -3,43
2026-01-30 13F BancorpSouth Bank 3.848 -11,97 809 -9,00
2026-05-15 13F Eagle Capital Management Llc 7.759 -98,15 1.658 -98,12
2026-05-15 13F TCG Advisory Services, LLC 6.706 29,23 1.433 31,26
2026-04-30 13F Opus Capital Group, LLC 7.092 0,00 2 0,00
2026-04-09 13F Everhart Financial Group, Inc. 16.628 3.553
2026-05-12 13F Bank of Jackson Hole Trust 18.851 -2,58 4.028 -1,06
2026-05-07 13F JSF Financial, LLC 2.573 -12,60 550 -11,31
2026-05-08 13F Tandem Financial, LLC 19.361 -47,42 4.137 -39,33
2026-05-04 13F Geneos Wealth Management Inc. 9.300 0,39 1.987 2,00
2026-05-15 13F JT Stratford LLC 1.534 -13,38 328 -12,10
2026-05-08 13F Blair William & Co/il 259.648 4,39 55.479 6,04
2026-05-06 13F Spartan Wealth Advisory Services LLC 1.970 421
2026-04-27 13F Osborne Partners Capital Management, Llc 12.580 -0,22 2.688 1,36
2026-04-28 13F Kingswood Wealth Advisors, Llc 9.677 6,77 2.068 8,45
2026-05-04 13F Sentinel Wealth Management, Inc. 2.137 0,00 457 1,56
2026-05-14 13F Lord, Abbett & Co. Llc 0 -100,00 0
2026-04-06 13F GAMMA Investing LLC 17.473 5,56 3.733 7,24
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 9.885 2.112
2026-05-07 13F Hemenway Trust Co LLC 1.000 214
2026-05-04 13F V2 Financial group LLC 1.100 0,00 235 1,73
2026-04-09 13F DHJJ Financial Advisors, Ltd. 20 0,00 4 0,00
2026-05-06 13F LPL Financial LLC 4.284.792 -0,13 915.532 1,45
2026-04-22 13F Foundation Wealth Management, LLC\PA 18.591 -0,50 3.972 1,07
2026-04-08 13F Sax Wealth Advisors, Llc 9.571 0,00 2.013 0,00
2026-05-15 13F Gateway Wealth Partners, LLC 3.457 105,53 739 109,07
2026-04-07 13F Eastern Bank 32.250 -3,77 6.891 -2,24
2026-05-15 13F Chilton Investment Co Llc 19.736 1.296,74 4.217 1.319,53
2026-05-01 13F Natural Investments, Llc 3.435 -2,05 1
2026-05-04 13F Wsfs Capital Management, Llc 72.792 83,67 15.554 86,58
2026-04-27 13F Td Private Client Wealth Llc 90.809 -41,74 19.403 -40,82
2026-04-06 13F Stableford Capital Ii Llc 8.397 -8,59 1.794 -7,14
2026-04-16 13F Smith, Salley & Associates 1.539 0,92 329 2,50
2026-02-03 13F Alpha Cubed Investments, LLC 1.241 -0,48 261 3,16
2026-05-11 13F Biltmore Family Office, LLC 2.573 -5,09 550 -3,68
2026-04-09 13F Central Valley Advisors, Llc 13.325 4,01 2.847 5,68
2026-04-10 13F RTD Financial Advisors, Inc. 80.501 -1,75 17.201 -0,20
2026-04-16 13F Flywheel Private Wealth LLC 13.313 -0,46 2.845 1,10
2026-05-05 13F Leo Wealth, LLC 3.398 -2,19 726 -0,55
2026-01-16 13F Trust Co Of Vermont 2.876 -3,16 605 0,00
2026-04-08 13F Warner Financial, Inc 3.617 0,31 773
2026-04-28 13F Bravias Capital Group, LLC 2.104 -0,71 450 0,90
2026-04-30 13F Stablepoint Partners, LLC 2.656 7,40 568 9,04
2026-05-01 13F/A Custom Index Systems, Llc 12.807 0,51 2.736 2,09
2026-04-27 13F Sharp Financial Services, LLC 1.681 1,39 359 3,16
2026-05-04 13F Equity Investment Corp 400.595 -21,78 85.595 -20,54
2026-04-22 13F Investment Advisory Group, LLC 5.572 -7,89 1.191 -6,45
2026-05-01 13F New Republic Capital, LLC 2.864 -41,08 612 -40,22
2026-05-01 13F Symphony Financial, Ltd. Co. 1.813 39,68 383 39,27
2026-04-13 13F Chesley Taft & Associates LLC 5.316 0,00 1.136 1,52
2026-04-20 13F First Bancorp, Inc /ME/ 0 -100,00 0
2026-04-17 13F Summit Wealth Partners, LLC 2.479 530
2026-04-28 13F Indiana Trust & Investment Management CO 8.559 0,00 1.829 1,56
2026-05-06 13F Aire Advisors, Llc 2.729 0,07 583 1,75
2026-05-15 13F Cullen Capital Management, LLC 10.026 -67,19 2.142 -66,68
2026-04-20 13F Values Added Financial LLC 1.083 0,00 231 1,76
2026-04-15 13F Wealthcare Capital Partners, LLC 2.506 0,04 536 1,71
2026-02-05 13F Maxele Advisors, LLC 7.429 -0,67 1.563 2,63
2026-05-14 13F Zacks Investment Management 87.581 -71,20 18.713 -70,74
2026-05-06 13F Assetmark, Inc 23.785 -25,76 5.082 -24,58
2026-04-28 13F Belpointe Asset Management LLC 5.864 -4,57 1.253 -3,10
2026-05-29 13F Krane Financial Solutions LLC 57.373 12.259
2026-04-20 13F BTC Capital Management, Inc. 98.528 -13,53 21.052 -12,17
2026-04-20 13F Apella Capital, LLC 72.397 0,75 16.445 8,80
2026-05-07 13F Crewe Advisors LLC 1.879 0,00 401 1,52
2026-04-10 13F Waldron Private Wealth LLC 869.615 -1,29 185.810 0,28
2026-05-01 13F Strategic Financial Partners, Ltd. 1.350 -26,75 288 -25,58
2026-05-13 13F LM Advisors LLC 628 1,45 3 0,00
2026-04-23 13F Equita Financial Network, Inc. 0 -100,00 0
2026-05-15 13F Horizon Investment Services, LLC 2.308 21,35 493 23,25
2026-04-07 13F Anderson Hoagland & Co 5.183 0,00 1.107 1,56
2026-05-13 13F Choate Investment Advisors 5.786 0,00 1.236 1,56
2026-05-05 13F UBS Group AG 6.579.034 -0,49 1.405.742 1,08
2026-04-24 13F National Asset Management, Inc. 3.306 -52,66 692 -52,86
2026-02-17 13F Redwood Investment Management, Llc 0 -100,00 0
2026-04-22 13F Sendero Wealth Management, LLC 5.693 0,00 1.216 1,59
2026-05-05 13F Gallacher Capital Management LLC 2.839 16,98 607 18,82
2026-05-05 13F UBS Group AG Put 300.000 0,00 64.101 1,58
2026-05-05 13F UBS Group AG Call 300.000 0,00 64.101 1,58
2026-05-11 13F Cascade Wealth Advisors, Inc 6.117 0,00 1.431 6,64
2026-01-16 13F Oldfather Financial Services, LLC 43.987 -0,59 9.252 2,71
2026-04-28 13F Lansing Street Advisors 1.321 0,38 282 2,17
2026-04-23 13F North Star Investment Management Corp. 269 0,00 57 1,79
2026-04-29 13F Addison Capital Co 1.290 276
2026-04-20 13F Fiduciary Alliance LLC 2.506 19,85 561 27,79
2026-04-23 13F Embree Financial Group 4.264 -1,55 911 0,11
2026-05-12 13F KilterHowling LLC 1.095 0,46 234 1,75
2026-05-14 13F C M Bidwell & Associates Ltd 124 0,00 26 0,00
2026-05-29 13F Keel Point, LLC 82.093 -9,45 17.541 -8,02
2026-04-30 13F Harold Davidson & Associates Inc. 1.810 387
2026-04-24 13F Berkeley, Inc 1.636 0,00 350 1,45
2026-04-20 13F Morton Brown Family Wealth, LLC 127 0,00 27 3,85
2026-05-14 13F Rockefeller Capital Management L.P. 1.538.757 6,82 328.786 8,51
2026-04-17 13F RFG Advisory, LLC 14.206 -0,82 3.035 0,76
2026-04-28 13F Southern Michigan Bank & Trust 6.227 1.331
2026-04-07 13F Cooper Financial Group 11.460 48,79 2.449 51,11
2026-05-11 13F Savvy Advisors, Inc. 35.261 -2,72 7.534 -1,18
2026-05-21 13F Argent Capital Management Llc 0 -100,00 0
2026-05-08 13F Addison Advisors LLC 1.132 0,00 242 1,26
2026-04-17 13F BCS Wealth Management 0 -100,00 0
2026-05-12 13F One Capital Management, LLC 22.192 23,42 4.742 25,36
2026-04-30 13F Equitable Trust Co 20.933 0,00 4.473 1,57
2026-04-30 13F Arista Wealth Management, LLC 1.780 0,00 380 1,60
2026-05-12 13F Invesco Ltd. 2.399 -56,42 513 -55,75
2026-04-08 13F Parisi Gray Wealth Management 5.438 -1,24 1.162 0,26
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 106 0,00 23 0,00
2026-05-01 13F Pacific Life Fund Advisors LLC 803.474 -23,01 171.678 -21,79
2026-05-13 13F Alamar Capital Management, LLC 8.029 0,00 1.716 1,60
2026-04-27 13F River's Edge Wealth Management, Llc 1.930 -3,93 439 -2,23
2026-02-13 13F Nicolet Advisory Services, Llc 5.961 -16,94 1.298 -11,59
2026-04-15 13F Third View Private Wealth, LLC 1.521 325
2026-05-05 13F Beaumont Financial Advisors, LLC 4.977 0,12 1.063 1,72
2026-05-01 13F Concord Wealth Partners 0 -100,00 0
2026-04-09 13F Wedmont Private Capital 4.126 0,05 916 3,51
2026-05-06 13F Hartland & Co., LLC 166.056 11,72 35.481 13,50
2026-04-24 13F Gilliland Jeter Wealth Management LLC 14.450 3,35 3.087 4,96
2026-04-23 13F Cornerstone Wealth Management, LLC 5.313 -3,15 1.135 -1,56
2026-05-14 13F Bank Of Hawaii 1.803 385
2026-05-04 13F Glassman Wealth Services 3.376 6,94 721 8,58
2026-05-01 13F Pittenger & Anderson Inc 1.895 0,00 405 1,51
2026-05-15 13F Pursuit Wealth Strategies, Llc 244 32,61 52 36,84
2026-02-13 13F City Of London Investment Management Co Ltd 0 -100,00 0
2026-05-07 13F Key Capital Management, INC 479 152,11 102 161,54
2026-04-15 13F City Holding Co 5.106 -1,71 1.091 -0,18
2026-04-14 13F BSW Wealth Partners 5.148 0,00 1.100 1,57
2026-04-09 13F Curated Wealth Partners LLC 1.150 246
2026-04-20 13F TFB Advisors LLC 0 -100,00 0
2026-05-12 13F IFG Advisory, LLC 487 -93,60 104 -93,50
2026-05-15 13F Dimension Capital Management Llc 35.903 -3,26 7.671 -1,73
2026-04-16 13F Tandem Capital Management Corp /adv 1.055 0,00 225 1,81
2026-05-13 13F Nfj Investment Group, Llc 511 -98,76 109 -98,74
2026-05-15 13F Mercer Global Advisors Inc /adv 230.984 10,73 49.354 12,48
2026-05-11 13F Montis Financial, LLC 12.257 -2,06 2.619 -0,49
2026-02-12 13F Pitcairn Co 0 -100,00 0
2026-05-01 13F Persium Advisors, LLC 1.246 -1,81 266 0,00
2026-05-07 13F S&co Inc 5.050 0,00 1 0,00
2026-05-15 13F Harbour Investments, Inc. 7.666 22,62 1.638 24,56
2026-04-17 13F Stonehearth Capital Management, LLC 1.553 0,00 332 1,53
2026-05-28 13F Cozad Asset Management Inc 1.187 0,00 254 1,61
2026-05-14 13F Catalytic Wealth RIA, LLC 2.711 -32,83 579 -31,72
2026-05-15 13F Tudor Investment Corp Et Al 2.824 -90,39 603 -90,25
2026-04-28 13F Bfsg, Llc 39 0,00 8 0,00
2026-05-21 13F Compass Capital Management, Inc 1.564 -8,59 334 -6,96
2026-05-15 13F Security National Bank Of So Dak 0 -100,00 0
2026-04-24 13F Charter Oak Capital Management, LLC 4.552 19,54 973 21,50
2026-04-27 13F Tanglewood Legacy Advisors, LLC 22.683 -2,73 4.847 -1,20
2026-05-12 13F Creative Planning 536.891 -0,48 114.717 1,10
2026-02-20 13F SB Capital Management Inc 12.764 2.685
2026-04-08 13F Sharkey, Howes & Javer 5.190 0,14 1.109 1,65
2026-05-04 13F Evernest Financial Advisors, LLC 1.462 -1,22 333 0,00
2026-05-14 13F Schneider Downs Wealth Management Advisors, LP 1.032 0,00 221 1,38
2026-04-22 13F Princeton Global Asset Management LLC 970 1,57 207 3,50
2026-05-06 13F Ritter Daniher Financial Advisory LLC / DE 2.209 0,64 472 2,39
2026-04-21 13F McGlone Suttner Wealth Management, Inc. 9.304 -4,48 1.988 -2,98
2026-04-10 13F Novem Group 1.160 0,35 248 1,65
2026-05-08 13F Tfo-tdc, Llc 6.051 0,38 1.293 1,97
2026-04-20 13F Tranquility Partners, LLC 6.458 7,38 1.380 9,01
2026-05-12 13F Fiera Capital Corp 1.016 0,00 217 1,88
2026-05-08 13F/A JPL Wealth Management, LLC 491 105
2026-02-12 13F Grey Fox Wealth Advisors, LLC 0 -100,00 0
2026-05-08 13F TPG Financial Advisors, LLC 32.251 38,22 6.891 40,43
2026-04-15 13F Monument Capital Management 981 0,00 210 1,46
2026-04-22 13F Rainey & Randall Investment Management Inc. 1.722 0,00 368 1,66
2026-04-22 13F Coastal Investment Advisors, Inc. 55 1.733,33 12
2026-04-28 13F Atticus Wealth Management, Llc 1.909 -8,18 408 -6,86
2026-05-14 13F Kayne Anderson Rudnick Investment Management Llc 285.437 92,72 61.030 95,95
2026-05-14 13F Pinebridge Investments Llc 26.654 49,79 5.695 52,19
2026-05-15 13F National Philanthropic Trust 7.719 -55,58 1.649 -54,87
2026-05-15 13F 10Elms LLP 14 -63,16 3 -71,43
2026-04-21 13F Tritonpoint Wealth, Llc 2.176 62,39 465 65,12
2026-04-30 13F River Road Asset Management, LLC 121.158 25.888
2026-04-20 13F Live Oak Private Wealth LLC 5.627 -0,07 1.202 1,52
2026-05-11 13F Financial Perspectives, Inc 223 0,45 48 2,17
2026-05-04 13F Optima Capital Llc 0 -100,00 0
2026-04-27 13F Forte Asset Management Llc 27.466 -1,40 5.869 0,15
2026-04-27 13F Mount Yale Investment Advisors, LLC 29.984 371,08 6.407 378,77
2026-05-15 13F Delaware Management Holdings, Inc. 5.668 1.211
2026-05-14 13F Evoke Wealth, Llc 10.732 1,56 2.293 3,20
2026-05-08 13F Jackson Hole Capital Partners, LLC 498 0,20 106 1,92
2026-05-01 13F Citizens Financial Group Inc/ri 35.310 -2,26 7.545 -0,72
2026-04-29 13F Lmcg Investments, Llc 1.479 316
2026-05-05 13F Mount Lucas Management LP 11.825 40,66 2.527 42,87
2026-05-04 13F Lutz Financial Services LLC 4.010 -3,86 857 -2,39
2026-05-07 13F Oak Harbor Wealth Partners, Llc 1.559 0,00 333 1,83
2026-02-11 13F Winnow Wealth Llc 0 -100,00 0
2026-04-23 13F Fairway Wealth LLC 1.745 0,00 373 1,36
2026-05-11 13F Rebalance, Llc 34.641 0,39 7.402 1,97
2026-04-20 13F Segment Wealth Management, LLC 38.524 -0,57 8.231 1,01
2026-05-14 13F Rialto Wealth Management, LLC 3.136 0,00 670 1,67
2026-05-13 13F Prudential Financial Inc 3.736.055 9,16 798.283 10,05
2026-05-01 13F Valmark Advisers, Inc. 26.627 2,02 5.689 3,64
2026-05-27 13F Security Financial Services, INC. 8.329 1.780
2026-04-06 13F Versant Capital Management, Inc 2.071 1.400,72 443 1.424,14
2026-04-29 13F Cambridge Capital Management, Llc 7.293 0,00 1.558 1,63
2026-04-14 13F Focus Financial Network, Inc. 13.235 -3,05 2.828 -1,53
2026-04-14 13F Regent Peak Wealth Advisors LLC 4.421 0,00 945 1,61
2026-05-15 13F Change Path, LLC 10.295 65,83 2.200 68,51
2026-05-12 13F Summit Trail Advisors, Llc 9.630 -31,38 2.058 -30,29
2026-05-13 13F Schoolcraft Capital LLC 1.745 0,00 373 1,36
2026-05-11 13F GenWealth Group, Inc. 8.133 -0,43 1.738 -1,75
2026-05-15 13F Brookmont Capital Management 1.088 232
2026-05-06 13F Fort Sheridan Advisors Llc 3.366 3,31 719 4,96
2026-05-07 13F JMG Financial Group, Ltd. 24.365 -1,88 5.206 -0,33
2026-05-15 13F DT Investment Partners, LLC 35.063 65,55 7.492 68,15
2026-04-08 13F Grove Bank & Trust 15.968 -2,76 3.412 -1,22
2026-04-10 13F Charles Schwab Trust Co 999 -50,93 213 -50,23
2026-05-29 13F Asset Dedication, LLC 6.634 -12,85 1.418 -11,49
2026-05-14 13F Brown Brothers Harriman & Co 28.110 -2,91 6.006 -1,36
2026-05-11 13F Umb Bank N A/mo 22.185 -4,32 4.740 -2,79
2026-05-05 13F Allspring Global Investments Holdings, LLC 32.495 -21,09 6.985 -20,06
2026-05-01 13F Johnson Investment Counsel Inc 43.278 -1,53 9.247 0,03
2026-04-23 13F Summit Wealth Group Llc / Co 76.589 292,08 16.365 298,34
2026-04-22 13F Bay Capital Advisors, LLC 1.832 -2,24 391 -0,76
2026-04-09 13F CRA Financial Services, LLC 5.464 3,09 1.167 4,76
2026-04-15 13F Stanich Group LLC 3.548 0,17 758 1,88
2026-04-28 13F GM Advisory Group, Inc. 3.555 -1,55 760 0,00
2026-05-13 13F Adviser Investments LLC 26.475 -78,93 5.657 -78,59
2026-05-04 13F Retirement Income Solutions, Inc 32.403 1,38 6.924 2,97
2026-04-17 13F Roxbury Financial LLC 3.774 -0,79 806 0,75
2026-04-27 13F Tsfg, Llc 4.831 0,67 1 0,00
2026-05-04 13F Mattern Capital Management, Llc 10.246 2,33 2.189 3,94
2026-04-30 13F Landaas & Co /wi /adv 373.523 2,28 79.811 3,90
2026-05-15 13F Larson Financial Group LLC 6.398 -6,82 1.367 -5,33
2026-04-17 13F Bell Investment Advisors, Inc 129 0,00 28 0,00
2026-05-14 13F Mcguire Capital Advisors Inc 293 -7,86 63 -6,06
2026-05-15 13F Clifford Group, LLC 7.937 -0,92 1.696 0,59
2026-05-11 13F Hansen & Associates Financial Group, Inc. 1.596 -79,32 344 -80,13
2026-05-08 13F Wilkerson Advisory Group LLC 99 1,02 21 5,00
2026-05-01 13F McCarthy Grittinger Financial Group, LLC 618 0,00 132 1,54
2026-04-30 13F Robinson Smith Wealth Advisors Llc 3.105 0,00 663 1,53
2026-05-04 13F Envestnet Asset Management Inc 6.888.490 -11,07 1.471.864 -9,67
2026-05-14 13F EP Wealth Advisors, Inc. 303.087 -1,71 64.761 -0,15
2026-05-01 13F 180 Wealth Advisors, Llc 1.160 -1,02 248 0,41
2026-04-22 13F Apollon Wealth Management, LLC 15.564 -6,49 3.326 -5,03
2026-05-05 13F Cherry Tree Wealth Management, LLC 431 -8,69 92 -7,07
2026-04-15 13F Snider Financial Group 2.936 -29,61 627 -28,51
2026-05-04 13F King Wealth 1.548 0,00 0
2026-04-15 13F DAVENPORT & Co LLC 9.069 28,17 1.938 30,17
2026-04-10 13F Abound Wealth Management 439 1,62 94 3,33
2026-04-08 13F Holos Integrated Wealth LLC 278 89,12 60 93,55
2026-04-20 13F Longview Financial Advisors LLC 286 0,00 61 1,67
2026-04-20 13F Concurrent Investment Advisors, LLC 0 -100,00 0 -100,00
2026-05-01 13F FDx Advisors, Inc. 61.543 -3,58 13 0,00
2026-05-13 13F Alliance Wealth Advisors, LLC 1.218 0,00 260 1,56
2026-04-15 13F Seacrest Wealth Management, Llc 3.013 -20,10 644 -20,42
2026-05-15 13F Sierra Capital LLC 36.917 -1,53 8 0,00
2026-04-27 13F Jamison Private Wealth Management, Inc. 1.832 0,22 391 1,82
2026-05-07 13F Manuka Financial, LLC 946 -11,42 202 -9,82
2026-05-05 13F Nolet Wealth Management, LLC 11.725 0,00 2.505 1,58
2026-05-12 13F Investor's Fiduciary Advisor Network, LLC 1.183 0,34 0
2026-05-18 13F Centaurus Financial, Inc. 772 2,80 0
2026-04-14 13F R.H. Investment Group, LLC 5.162 1.146
2026-04-20 13F Corundum Group, Inc. 165.730 1,64 35.412 3,25
2026-04-03 13F Hickory Point Bank & Trust 300 64
2026-05-12 13F Wescott Financial Advisory Group, LLC 2.473 -16,25 528 -14,98
2026-04-23 13F Lakewood Asset Management LLC 4.121 -6,51 880 -5,07
2026-05-12 13F M&t Bank Corp 3.545.083 -6,34 757.478 -4,86
2026-04-28 13F Northern Financial Advisors Inc 0 -100,00 0
2026-05-04 13F Headland Capital, LLC 1.055 -1,40 225 0,00
2026-04-14 13F Plancorp, LLC 1.632 0,00 362 5,54
2026-05-12 13F Cahill Financial Advisors Inc 2.744 0,07 586 1,74
2026-05-01 13F Avion Wealth 144 0,00 0
2026-05-12 13F Ameritas Advisory Services, LLC 8.519 -0,28 1.820 1,34
2026-05-08 13F Fortis Group Advisors, LLC 7 0,00 1 0,00
2026-02-11 13F Janney Capital Management LLC 13.609 161,71 3 100,00
2026-04-10 13F Perigon Wealth Management, LLC 20.939 3,68 4.474 5,34
2026-05-07 13F Forum Finance Group S.A. 835 0
2026-04-29 13F Skopos Labs, Inc. 3.696 52,85 790 54,10
2026-05-11 13F MCF Advisors LLC 3.467 80,01 741 82,72
2026-04-29 13F Armor Investment Advisors, LLC 135 0,00 29 0,00
2026-05-15 13F Carret Asset Management, Llc 18.630 -0,79 3.981 0,79
2026-05-15 13F Aberdeen Wealth Management LLC 200 0,00 43 0,00
2026-05-07 13F Washington Trust Bank 3.144 -28,42 672 -27,30
2026-05-07 13F Ironwood Investment Counsel, LLC 35.612 -0,13 7.609 1,45
2026-04-28 13F Arbor Investment Advisors, LLC 37.095 0,15 7.926 1,73
2026-04-30 13F Mosaic Family Wealth Partners, Llc 13.379 -1,47 2.859 0,07
2026-04-29 13F Garde Capital, Inc. 6.771 0,00 1.447 1,54
2026-04-23 13F TFC Financial Management 1.376 34,77 294 37,38
2026-05-12 13F Tocqueville Asset Management L.p. 13.133 -29,77 2.806 -28,65
2026-05-15 13F Advisory Services Network, LLC 38.113 -29,30 8.144 -28,18
2026-04-22 13F Harbor Asset Planning, Inc. 3.827 1,54 818 3,16
2026-05-05 13F Holistic Financial Partners 19.334 -2,95 4.131 -1,41
2026-05-14 13F Riverview Capital Advisers, LLC 22.394 0,30 4.785 1,87
2026-05-15 13F Hancock Whitney Corp 45.246 -6,30 10.440 2,78
2026-02-17 13F SageView Advisory Group, LLC 1.576 -0,06 331 3,12
2026-05-15 13F Ancora Advisors, LLC 16.311 2,77 3.485 4,40
2026-05-13 13F Capital World Investors 11.241 -49,64 2.354 -50,23
2026-05-14 13F Cwm, Llc 115.022 1,71 24.577 106.752,17
2026-04-16 13F Park National Corp /oh/ 385 82
2026-04-21 13F Wedbush Securities Inc 10.988 -0,40 2 0,00
2026-05-13 13F Provident Investment Management, Inc. 1.389 297
2026-04-21 13F Claro Advisors LLC 127.488 -1,93 27.240 -0,38
2026-05-13 13F NewEdge Wealth, LLC 30.260 -65,73 6.466 -65,19
2026-05-15 13F Goldman Sachs Group Inc 11.634.553 1,93 2.485.955 3,54
2026-04-02 13F Noble Wealth Management PBC 380 -5,00 81 -3,57
2026-04-28 13F Lee Danner & Bass Inc 9.799 0,00 2.094 1,55
2026-05-11 13F Wrapmanager Inc 2.218 0,00 474 1,50
2026-04-15 13F Register Financial Advisors LLC 526 43,32 112 45,45
2026-04-23 13F Mayflower Financial Advisors, LLC 3.760 0,00 803 1,65
2026-04-08 13F Evanson Asset Management, LLC 13.958 -1,93 2.983 -0,37
2026-05-04 13F Autumn Glory Partners, LLC 14.259 0,00 3.047 1,57
2026-05-15 13F Readystate Asset Management Lp 6.972 1.490
2026-04-29 13F Resonant Capital Advisors, LLC 4.165 2,49 890 4,10
2026-04-21 13F Mesirow Financial Investment Management, Inc. 207.297 23,60 44.293 25,57
2026-04-27 13F Prasad Wealth Partners, LLC 943 202
2026-04-29 13F Strategic Blueprint, LLC 5.584 -27,66 1.193 -26,49
2026-04-29 13F Marino, Stram & Associates Llc 2.240 0,09 479 1,70
2026-05-05 13F Atria Investments Llc 30.197 -34,29 6.452 -33,25
2026-04-28 13F Canvas Wealth Advisors, LLC 6.480 0,00 1.385 1,54
2026-04-21 13F Nemes Rush Group LLC 51 0,00 11 0,00
2026-05-05 13F Newbridge Financial Services Group, Inc. 821 -5,52 176 -3,85
2026-05-14 13F Evergreen Capital Management Llc 5.427 -9,63 1.160 -8,23
2026-05-04 13F Applied Finance Capital Management, LLC 11.205 -88,45 2.394 -88,27
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 5.720 0,37 1.222 2,00
2026-04-21 13F Old Second National Bank Of Aurora 100 0,00 21 0,00
2026-04-14 13F Builder Investment Group Inc /adv 1.055 0,00 225 1,81
2026-05-08 13F Cm Wealth Advisors Llc 94.592 3,24 20.211 4,88
2026-05-11 13F Easterly Investment Partners Llc 1.484 0,00 317 1,60
2026-04-24 13F Tcfg Wealth Management, Llc 2.688 11,63 577 11,39
2026-05-13 13F NFP Retirement, Inc. 2.731 -0,65 583 0,87
2026-05-15 13F Armis Advisers, LLC 4.451 16,21 1.045 29,05
2026-04-08 13F Pines Wealth Management, LLC 1.094 -9,21 234 -7,91
2026-05-01 13F Global Assets Advisory, LLC 942 201
2026-05-04 13F Copia Wealth Management 626 -31,13 134 -30,37
2026-05-11 13F Brand Asset Management Group, Inc. 28.477 -0,37 6.085 1,20
2026-05-14 13F Power Wealth Management Llc 2.131 0,00 455 1,56
2026-05-01 13F Sovran Advisors, LLC 4.165 3,27 963 8,94
2026-05-12 13F GGM Financials LLC 3.033 2,26 648 4,01
2026-05-06 13F Goodman Financial Corp 17.805 0,00 3.804 1,58
2026-05-11 13F Commonwealth Retirement Investments LLC 1.166 0,00 249 1,63
2026-05-11 13F Integrity Alliance, Llc. 3.069 -81,16 656 -80,88
2026-05-01 13F Vantage Point Financial LLC 1.744 0,06 373 1,64
2026-02-13 13F Atlas Capital Advisors Llc 0 -100,00 0
2026-05-14 13F Integrity Financial Corp /WA 97 0,00 21 0,00
2026-05-05 13F Bank of New York Mellon Corp 903.575 5,28 193.067 6,94
2026-05-07 13F 360 Financial, Inc. 943 201
2026-05-15 13F Pin Oak Investment Advisors Inc 454 -39,71 0
2026-05-04 13F Chicago Partners Investment Group LLC 53.749 0,11 12.177 3,81
2026-04-16 13F XML Financial, LLC 49.297 -25,76 10.533 -24,58
2026-04-27 13F S.A. Mason LLC 1.277 0,00 273 1,49
2026-05-11 13F Partners in Financial Planning 4.165 0,12 890 1,72
2026-05-15 13F Citadel Advisors Llc Put 15.300 -82,39 3.269 -82,12
2026-05-15 13F Citadel Advisors Llc Call 51.200 -19,87 10.940 -18,61
2026-05-14 13F Cambria Investment Management, L.P. 15.392 -6,92 3.289 -5,46
2026-04-15 13F Trust Co Of Toledo Na /oh/ 1.522 0,00 325 1,56
2026-05-07 13F Next Capital Management LLC 28.065 9,29 5.997 11,02
2026-05-13 13F Richard W. Paul & Associates, LLC 27 0,00 6 0,00
2026-04-30 13F Ibex Wealth Advisors 1.675 358
2026-05-04 13F Modus Advisors, LLC 0 -100,00 0
2026-04-24 13F Bellevue Asset Management, Llc 175 0,00 37 2,78
2026-04-06 13F IFS Advisors, LLC 383 0,00 82 1,25
2026-04-13 13F Breachway Investments LLC 8.476 0,02 1.822 2,19
2026-04-21 13F BCS Private Wealth Management, Inc. 2.600 11,49 556 13,27
2026-05-08 13F STAR Financial Bank 11.730 -12,89 2.506 -11,51
2026-05-15 13F NCM Capital Management, LLC 2.509 -11,90 536 -10,52
2026-04-30 13F Personal Cfo Solutions, Llc 5.937 -18,86 1.268 -17,61
2026-05-06 13F SK Wealth Management, LLC 1.089 0,18 236 -1,67
2026-05-07 13F Hanover Advisors Inc 3.604 0,00 770 1,58
2026-04-29 13F Jackson Thornton Asset Management, Llc 1.106 0,00 245 2,51
2026-04-28 13F PUREfi Wealth, LLC 1.914 -14,44 409 -13,19
2026-05-06 13F Quest 10 Wealth Builders, Inc. 23 0,00 5 0,00
2026-04-30 13F Madison Wealth Partners, Inc 1.952 4,27 417 6,11
2026-04-24 13F UMA Financial Services, Inc. 46 0,00 10 0,00
2026-04-27 13F Insight Inv LLC 8.971 -8,15 1.917 -6,72
2026-05-12 13F Jane Street Group, Llc Call 108.100 141,29 23.098 145,11
2026-04-08 13F Eagle Rock Investment Company, Llc 1.514 -7,00 323 -5,56
2026-05-05 13F Birchwood Financial Partners, Inc. 633 -28,23 135 -27,03
2026-04-29 13F Garner Asset Management Corp 0 -100,00 0
2026-05-14 13F Sand Hill Global Advisors, LLC 2.614 3,65 559 5,28
2026-05-14 13F Aspen Grove Capital, LLC 4.583 1,48 979 3,16
2026-05-08 13F Curtis Wealth Management Llc 1.926 0,00 412 -2,61
2026-03-19 13F Painted Porch Advisors LLC 0 -100,00 0
2026-05-11 13F New Age Alpha Advisors, LLC 10.180 -32,93 2.175 -31,86
2026-04-16 13F Genesis Private Wealth, Llc 61.579 -7,80 13.158 -6,34
2026-04-22 13F Independence Asset Advisors, LLC 37.250 0,00 7.959 1,58
2026-04-17 13F Burns J W & Co Inc/ny 1.000 0,00 214 1,43
2026-05-04 13F Riverpoint Wealth Management Holdings, LLC 1.833 0,00 392 1,56
2026-05-07 13F Sagespring Wealth Partners, Llc 55.972 -0,14 11.960 1,44
2026-04-10 13F Prosperity Planning, Inc. 7.662 -10,88 1.637 -9,46
2026-04-15 13F LongView Wealth Management 4.025 -1,47 905 1,69
2026-04-22 13F Cornerstone Wealth Group, LLC 2.629 -1,20 594 6,08
2026-05-12 13F Insigneo Advisory Services, Llc 11.044 -0,76 2.360 0,81
2026-04-24 13F Fulton Bank, N.a. 109.077 2,39 23.306 4,01
2026-04-21 13F Delap Wealth Advisory, Llc 1.629 0,00 348 1,75
2026-05-05 13F Cedarwood Wealth LLC 2.538 0,28 542 -2,17
2026-04-24 13F Oakworth Capital, Inc. 862.297 3,26 184.247 4,90
2026-05-06 13F Meridian Wealth Management, LLC 5.893 -0,79 1.259 0,80
2026-04-08 13F Wealthspan Partners, Llc 18.562 -1,13 3.966 0,43
2026-05-15 13F XTX Topco Ltd 5.200 1.111
2026-05-11 13F Lyrical Asset Management Lp 0 -100,00 0
2026-04-29 13F BEAM Asset Management, LLC 20.008 9,58 4.275 11,33
2026-03-12 13F Winthrop Partners - Wny, Llc 0 -100,00 0
2026-04-27 13F DSG Capital Advisors, LLC 2.854 0,00 610 -2,56
2026-04-29 13F/A Salem Investment Counselors Inc 2.163 -1,14 462 0,43
2026-04-15 13F Signature Estate & Investment Advisors Llc 4.243 32,72 907 34,82
2026-05-12 13F Guerra Pan Advisors, Llc 978 0,00 209 1,46
2026-02-13 13F Safeguard Investment Advisory Group, LLC 0 -100,00 0
2026-04-17 13F Sovereign Financial Group, Inc. 2.673 1,98 571 3,63
2026-05-07 13F Lakeshore Financial Planning, Inc. 1.028 -0,10 220 1,39
2026-05-08 13F Curtis Advisory Group, LLC 9.996 2.136
2026-05-06 13F Sound View Wealth Advisors Group, LLC 7.993 0,00 1.708 1,55
2026-05-07 13F Dakota Wealth Management 6.313 -3,04 1.349 -1,53
2026-04-16 13F Tactive Advisors, LLC 9.993 1,98 2.135 3,59
2026-05-14 13F Modern Wealth Management, LLC 5.760 1.238
2026-05-08 13F Glassy Mountain Advisors, Inc. 396 0,00 85 1,20
2026-04-24 13F Franklin, Parlapiano, Turner & Welch, LLC 1.485 0,00 338 3,69
2026-04-17 13F High Net Worth Advisory Group LLC 1.070 0,00 229 1,33
2026-05-06 13F Simon Quick Advisors, Llc 139.146 0,41 29.731 2,00
2026-05-08 13F AAFCPAs Wealth Management, LLC 3.133 -5,38 669 -3,88
2026-05-14 13F Pacific Financial Group Inc 4.098 15,63 876 17,45
2026-04-23 13F Macco Financial Group, Inc. 1.850 395
2026-04-24 13F Abacus Wealth Partners, LLC 1.857 0,00 397 1,54
2026-05-11 13F Newport Capital Group, LLC 71.067 -0,18 15.185 1,40
2026-04-09 13F Mechanics Bank Trust Department 1.358 -3,00 290 -1,36
2026-05-04 13F Legacy Capital Group California, Inc. 0 -100,00 0
2026-05-04 13F LaFleur & Godfrey LLC 1.556 -4,31 332 -2,92
2026-04-30 13F GreatBanc Trust CO 2.129 54,39 455 56,55
2026-04-13 13F Affinity Capital Advisors, LLC 16.342 -0,21 3.492 1,36
2026-04-22 13F Aegis Wealth Management LLC 4.699 0,00 1.004 1,52
2026-05-11 13F Heritage Wealth Management, Inc. /CA/ 1.207 0,00 258 1,58
2026-04-17 13F Richards, Merrill & Peterson, Inc. 135 0,00 29 0,00
2026-04-17 13F Watershed Private Wealth Llc 1.413 -0,63 302 0,67
2026-01-26 13F Covenant Partners, LLC 307.868 6,70 64.757 10,24
2026-04-13 13F Gill Capital Partners, Llc 450 96
2026-04-27 13F Ryan Investment Management, Inc. 112.865 2,60 24.116 4,22
2026-05-15 13F Victory Capital Management Inc 780.824 5.861,40 166.839 5.955,83
2026-04-20 13F LifeWealth Investments, LLC 942 -31,04 201 -29,97
2026-05-07 13F Sage Financial Group Inc 18.547 0,07 3.963 1,64
2026-05-05 13F Investment Partners, Ltd. 56.778 -0,07 12.132 1,51
2026-04-28 13F Umpqua Bank 7.668 28,79 1.638 30,83
2026-05-11 13F Sidoxia Capital Management, LLC 4.921 1.051
2026-05-11 13F Potentia Wealth 26.537 0,66 5.670 2,25
2026-04-23 13F Fairman Group, LLC 16 0,00 3 0,00
2026-05-04 13F Global View Capital Management LLC 2.587 553
2026-04-08 13F Gainplan LLC 0 -100,00 0
2026-05-05 13F Wealthfront Advisers Llc 1.229 -12,28 263 -10,88
2026-04-29 13F Ascent Advisors, LLC 4.039 863
2026-04-15 13F PW Nova Financial Services LLC 74.372 2,18 15.891 2,89
2026-04-28 13F Nbt Bank N A /ny 1.375 0,00 294 1,38
2026-05-07 13F Grant Street Asset Management, Inc. 12.762 0,40 2.727 1,98
2026-05-08 13F BG Investment Services, Inc. 14.603 -2,33 3.120 -0,79
2026-04-30 13F Money Concepts Capital Corp 3.863 12,13 825 13,95
2026-04-30 13F Mv Capital Management, Inc. 340.930 -5,90 72.846 -4,42
2026-02-06 13F Muirfield Wealth Advisors Llc 0 -100,00 0
2026-04-15 13F Arlington Financial Advisors, LLC 1.434 0,00 306 1,66
2026-05-11 13F Northwest Quadrant Wealth Management, LLC 1.401 0,36 299 2,05
2026-05-14 13F Jump Financial, LLC 6.341 1.355
2026-05-04 13F Nwam Llc 48.038 -0,16 10.264 0,75
2026-05-15 13F Comprehensive Financial Management LLC 210.233 0,00 44.920 1,58
2026-04-27 13F Kelman-Lazarov, Inc. 4.019 -0,77 859 0,82
2026-05-13 13F Davis R M Inc 3.211 3,21 686 4,89
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