0JLK - iShares, Inc. - iShares Core MSCI Emerging Markets ETF Aktien - Aktienkurs, Institutioneller Eigentümerschaft, Aktionäre (LSE)

iShares, Inc. - iShares Core MSCI Emerging Markets ETF
GB ˙ LSE ˙ US46434G1031
Basisstatistiken
Institutionelle Eigentümer 2186 total, 2182 long only, 1 short only, 3 long/short - change of 4,14% MRQ
Durchschnittliche Portfolioallokation 1.1154 % - change of -1,65% MRQ
Institutionelle Aktien (Long) 1.490.324.248 (ex 13D/G) - change of 41,09MM shares 2,84% MRQ
Institutioneller Wert (Long) $ 95.460.528 USD ($1000)
Institutioneller Eigentümerschaft und Aktionäre

iShares, Inc. - iShares Core MSCI Emerging Markets ETF (GB:0JLK) hat 2186 institutionelle Eigentümer und Aktionäre, die 13D/G oder 13F Formulare bei der Securities Exchange Commission (SEC) eingereicht haben. Diese Institutionen halten insgesamt 1,490,374,423 Aktien. Die größten Aktionäre sind Bank Of America Corp /de/, Morgan Stanley, Creative Planning, Envestnet Asset Management Inc, Wells Fargo & Company/mn, LPL Financial LLC, Jpmorgan Chase & Co, BlackRock, Inc., Wealthfront Advisers Llc, and Tiaa Trust, National Association .

iShares, Inc. - iShares Core MSCI Emerging Markets ETF (LSE:0JLK) 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.

GB:0JLK / iShares, Inc. - iShares Core MSCI Emerging Markets ETF Institutional Ownership
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
(%)
2025-11-05 13F Baker Boyer National Bank 14.612 -4,39 963 5,02
2025-11-04 13F Agf Management Ltd 13.980 -3,45 922 5,98
2025-11-07 13F Centennial Bank/AR/ 600 -48,14 40 -43,48
2026-01-28 13F Proathlete Wealth Management Llc 2.861 0,14 192 2,13
2025-08-14 13F Principia Wealth Advisory, LLC 32 0,00 2 0,00
2025-11-14 13F BLKBRD Asset Management, LP 18.776 1.238
2026-01-23 13F Sumitomo Mitsui Trust Holdings, Inc. 473.410 -4,16 31.823 -2,28
2025-11-13 13F Lgl Partners, Llc 21.888 0,00 1.443 7,21
2026-02-02 13F Ellis Investment Partners, LLC 7.662 -0,88 515 1,18
2025-11-07 13F VeraBank, N.A. 0 -100,00 0
2026-01-13 13F Sharkey, Howes & Javer 440.559 22,58 29.614 25,00
2026-01-16 13F CRA Financial Services, LLC 3.129 210
2025-11-04 13F Callan Family Office, LLC 83.659 0,76 5.515 10,63
2026-01-28 13F West Michigan Advisors, Llc 4.714 -1,50 317 0,32
2026-01-13 13F Argentarii, LLC 12.200 820
2026-01-15 13F Brady Martz Wealth Solutions, LLC 99.348 85,63 6.678 89,34
2026-01-12 13F ONE Advisory Partners, LLC 33.226 14,77 2.233 16,79
2025-11-26 13F Lantern Wealth Advisors, LLC 11.545 -33,10 761 -26,47
2025-11-24 13F CIBC Private Wealth Group, LLC 46.315 14,25 3.053 25,48
2026-01-07 13F Yeomans Consulting Group, Inc. 24.418 1.641
2026-01-20 13F Toth Financial Advisory Corp 849 0,00 57 3,64
2025-11-24 13F Pointe Capital Management LLC 92.827 1,79 6.119 11,78
2026-01-21 13F Clayton Financial Group LLC 29.298 6,34 1.969 8,43
2026-01-28 13F Aureum Wealth Management, LLC 38.482 2.587
2026-01-06 13F Unique Wealth, Llc 204.702 12,59 13.760 14,82
2026-01-30 13F Axis Wealth Partners, LLC 4.251 -37,81 286 -36,67
2026-01-20 13F Thurston, Springer, Miller, Herd & Titak, Inc. 13.585 13.622,22 913 15.116,67
2025-11-13 13F/A Cynosure Management, Llc 9.307 0,00 613 9,86
2026-01-27 13F Elevate Wealth Advisory, Inc 85.039 0,12 5.716 2,11
2025-11-14 13F/A Skopos Labs, Inc. 5.414 0,00 323 -0,31
2025-09-17 NP NWNAX - Nationwide Destination 2045 Fund Class A 113.112 -5,90 6.824 4,81
2026-01-21 13F Mayport, Llc 10.150 -7,49 682 -5,67
2026-01-12 13F Spinnaker Investment Group, LLC 8.826 44,81 593 47,88
2025-10-09 13F North Capital, Inc. 1.606 0,06 106 9,38
2026-01-26 13F Provenance Wealth Advisors, LLC 133 9
2026-01-13 13F Parsons Capital Management Inc/ri 4.515 -34,23 303 -32,96
2025-08-06 13F Columbia River Financial Group, LLC 0 -100,00 0
2026-01-15 13F Presidio Capital Management, LLC 3.783 254
2026-01-29 13F Spurstone Advisory Services, LLC 10 0,00 1
2025-11-13 13F Russell Investments Group, Ltd. 241.725 35,51 15.935 48,80
2025-11-14 13F Brown Advisory Inc 1.106.042 16,43 72.910 27,86
2025-11-14 13F Anchor Investment Management, LLC 1.678 0,00 111 10,00
2026-01-13 13F Avaii Wealth Management, Llc 4.367 3,75 294 5,78
2026-01-16 13F Verus Wealth Management, Llc 35.165 -2,77 2.364 -0,88
2025-11-03 13F Great Lakes Advisors, Llc 93.355 10,56 6.154 21,41
2025-08-13 13F Knuff & Co LLC 0 -100,00 0 -100,00
2026-01-30 13F Sigma Planning Corp 137.682 1,89 9.264 4,01
2025-10-15 13F Pure Portfolios Holdings Llc 0 -100,00 0 -100,00
2025-10-30 13F Rakuten Investment Management, Inc. 323.684 83,00 21.266 122,28
2026-01-20 13F Nvwm, Llc 56 4
2025-11-13 13F BTG Pactual Asset Management US LLC 11.330 25,99 680 26,16
2026-01-12 13F Kopp Family Office, LLC 0 -100,00 0
2026-01-23 13F Clarity Wealth Advisors, LLC 5.293 0,00 356 2,01
2026-01-28 13F Mowery & Schoenfeld Wealth Management, LLC 73 5
2025-11-13 13F Schroder Investment Management Group 852.222 -14,09 55.991 -5,97
2026-01-30 13F Oakworth Capital, Inc. 1.151 0,00 77 2,67
2025-11-12 13F FineMark National Bank & Trust 13.294 11,08 876 22,01
2025-11-17 13F Palisade Asset Management, LLC 14.185 27,76 935 40,39
2026-01-14 13F Verum Partners LLC 11.706 -5,67 787 -3,91
2025-10-31 13F Biltmore Family Office, LLC 6.589 17,41 434 29,17
2025-11-06 13F Atria Investments Llc 1.237.934 9,53 81.605 20,28
2025-11-10 13F Marshall & Sterling Wealth Advisors Inc. 2.240 -0,27 148 9,70
2026-01-28 13F Consolidated Planning Corp 4.509 0,16 303 2,36
2025-11-07 13F Mmbg Investment Advisors Co. 26.387 2,93 1.739 13,07
2025-10-31 13F Alaska Permanent Capital Management 1.183.096 -3,17 77.777 6,55
2025-11-13 13F Banque Cantonale Vaudoise 1.572 -2,06 0
2026-01-16 13F Hopwood Financial Services, Inc. 0 -100,00 0
2026-01-29 13F Advantage Trust Co 0 -100,00 0
2025-11-14 13F Binnacle Investments Inc 13.867 -1,72 914 7,91
2025-11-14 13F MGO Private Wealth, LLC 30.705 0,00 2.024 9,82
2025-11-17 13F Harvest Investment Services, LLC 0 -100,00 0
2026-01-27 13F Berger Financial Group, Inc 9.226 -0,04 620 1,97
2025-09-17 NP NWEBX - Nationwide Destination Retirement Fund Class R 58.540 -10,90 3.532 -0,76
2026-01-30 13F Woodside Wealth Management LLC 275 0,00 18 0,00
2025-11-04 13F Fourth Dimension Wealth, LLC 13.654 3,28 900 13,49
2025-11-12 13F Hurley Capital, LLC 209 0,00 14 8,33
2025-11-10 13F Rollins Financial Advisors, LLC 3.736 246
2026-01-23 13F Guidance Capital, Inc 228.349 0,27 16.432 6,05
2025-11-14 13F Larson Financial Group LLC 28.589 9,28 1.885 20,00
2026-01-21 13F Hudson Capital Management LLC 126.802 -0,44 8.524 1,52
2026-01-28 13F VAUGHAN & Co SECURITIES, INC. 220.198 0,67 14.802 2,65
2026-01-21 13F MBA Advisors LLC 7.353 -0,04 494 2,07
2026-01-26 13F PFG Investments, LLC 35.305 16,74 2.373 19,07
2026-01-08 13F Baker Tilly Financial, Llc 14.016 -39,05 942 -37,82
2026-01-27 13F Highview Capital Management LLC/DE/ 8.361 -4,55 562 -2,60
2026-01-26 13F BlueSky Wealth Advisors, LLC 28.449 -1,84 1.912 0,10
2025-11-13 13F Capital Group Private Client Services, Inc. 72.394 -1,93 4.772 7,70
2026-01-28 13F Arkansas Financial Group, Inc. 8.239 2,83 554 4,73
2026-01-29 13F Quest 10 Wealth Builders, Inc. 21.133 -22,07 1.421 -20,54
2025-11-12 13F Madison Wealth Partners, Inc 16.152 1,67 1.065 11,65
2026-01-28 13F Bigelow Investment Advisors, LLC 18.956 11,98 1.274 14,26
2025-10-14 13F TCI Wealth Advisors, Inc. 3.783 249
2026-01-27 13F TD Waterhouse Canada Inc. 8.331 99,02 560 101,44
2026-01-28 13F Fairway Wealth LLC 134.917 5,38 9.069 7,47
2025-10-27 13F VanderPol Investments L.L.C. 24.778 14,32 1.686 29,52
2025-10-31 13F Frazier Financial Advisors, LLC 264 98,50 17 142,86
2026-01-12 13F Archer Investment Management, LLC 6.657 448
2026-01-14 13F Tradewinds Capital Management, LLC 575 -17,86 39 -17,39
2025-11-13 13F F/M Investments LLC 29.594 -3,32 1.951 6,15
2026-01-23 13F Armbruster Capital Management, Inc. 93.449 -0,88 6.282 1,08
2026-01-27 13F Regions Financial Corp 987.507 5,86 66.380 7,94
2026-01-23 13F Private Wealth Management Group, LLC 160 11
2025-11-13 13F Private Advisor Group, LLC 623.723 14,47 41.116 25,70
2025-11-14 13F SummitTX Capital, L.P. 0 -100,00 0
2026-01-20 13F Savvy Advisors, Inc. 90.144 87,16 6.059 90,89
2026-01-14 13F Eastern Bank 17.387 184,05 1.169 189,83
2025-11-04 13F Van Cleef Asset Management,Inc 38.517 11,67 2.489 20,19
2025-11-06 13F New York Life Investment Management Llc 299.323 -39,97 19.731 -34,08
2026-01-16 13F First Community Trust Na 62 4
2025-11-06 13F Allegheny Financial Group LTD 3.644 240
2025-10-31 13F Liberty Wealth Management Llc 194.372 7,81 12.813 18,41
2026-01-12 13F Sax Wealth Advisors, Llc 6.279 -1,81 422 0,24
2026-01-23 13F Watershed Private Wealth Llc 18.010 -2,82 1.211 -0,90
2026-01-09 13F Diversified Trust Co 25.993 12,60 1.747 14,86
2025-10-24 13F We Are One Seven, LLC 255.061 286,56 16.814 324,57
2026-01-22 13F Glass Jacobson Investment Advisors llc 2.163 -16,07 145 -14,20
2025-11-07 13F Synovus Financial Corp 242.981 7,74 16.018 18,31
2025-11-14 13F Clearwater Capital Advisors, LLC 16.193 -0,17 1.067 9,66
2025-11-14 13F Sittner & Nelson, Llc 166 0,00 11 11,11
2026-01-14 13F EdgeRock Capital LLC 4.728 8,34 318 10,45
2025-10-29 13F Theory Financial Llc 48.966 -8,99 3.320 2,28
2025-10-08 13F Country Club Bank /gfn 91.053 1,68 5.982 11,81
2025-11-13 13F M Holdings Securities, Inc. 0 -100,00 0
2025-08-26 NP SBOOX - Overlay B Portfolio Class 1 138.734 0,00 8.328 11,23
2026-01-20 13F ETF Portfolio Partners, Inc. 3.769 -14,22 253 -12,46
2025-11-14 13F State Of Wisconsin Investment Board 403.000 -25,60 26.566 -18,31
2026-01-08 13F Hutchens & Kramer Investment Management Group, LLC 18.030 12,71 1.212 14,90
2026-01-23 13F Newton One Investments LLC 497 -13,11 33 -10,81
2026-01-29 13F Camelot Portfolios, LLC 483 32
2026-01-23 13F Smith, Moore & Co. 106.801 -1,65 7.179 0,29
2026-01-29 13F Comerica Bank 1.356.146 12,57 91.160 14,79
2025-09-22 NP GMAMX - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 7.000 422
2026-01-26 13F Old Point Trust & Financial Services N A 749 0,00 50 2,04
2025-11-14 13F Wetherby Asset Management Inc 60.077 1,61 3.960 11,58
2025-11-10 13F Geometric Wealth Advisors 21.737 3,33 1.433 13,47
2026-01-31 13F GenTrust, LLC 622.239 -0,52 41.827 1,45
2025-11-07 13F Calton & Associates, Inc. 4.418 22,79 291 35,35
2025-10-23 13F Guidance Point Advisors, LLC 122.022 -3,68 8.047 5,81
2025-11-10 13F Cary Street Partners Financial Llc 9.053 0,68 597 10,58
2025-10-22 13F Cerity Partners LLC 4.735.848 6,55 312.212 16,99
2025-10-31 13F Patten & Patten Inc/tn 6.534 431
2025-11-13 13F Winthrop Capital Management, LLC 78.362 0,20 5 25,00
2026-01-14 13F Generali Investments CEE, investicni spolecnost, a.s. 137.900 0,00 9.270 1,97
2026-01-28 13F Old National Bancorp /in/ 49.262 -1,46 3.311 0,49
2025-11-13 13F De Burlo Group Inc 440.600 26,17 29.044 38,56
2025-11-07 13F Phillips Wealth Planners LLC 6.203 -0,32 417 11,53
2025-11-13 13F Franklin Resources Inc 3.883.976 4,28 256.032 14,51
2026-01-12 13F Certified Advisory Corp 4.212 0,17 283 2,17
2025-11-12 13F Integrated Advisors Network LLC 81.540 11,77 5.375 22,74
2025-11-14 13F State Street Corp 4.586.976 7,61 302.373 18,17
2025-08-27 NP OHIO NATIONAL FUND INC - ON iShares Managed Risk Balanced Portfolio 105.402 0,00 6.327 11,23
2025-11-13 13F Graney & King, LLC 94 0,00 6 20,00
2026-01-23 13F Cantor Fitzgerald Investment Adviser L.p. 66.524 -0,63 4.472 1,34
2025-11-17 13F/A Proficio Capital Partners LLC 9.424 -1,05 621 8,76
2026-01-28 13F Marietta Wealth Management, LLC 86.882 -76,73 5.840 -76,27
2025-11-14 13F Seldon Capital Lp 26.019 0,00 1.715 9,87
2026-01-14 13F Centurion Wealth Management LLC 94.596 13,81 6.359 16,04
2026-01-06 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 46.912 -0,15 3.153 1,87
2025-11-10 13F Galilei Investment Office LLP 99.500 0,00 6.559 9,83
2025-11-14 13F Lido Advisors, LLC 870.475 611,10 57.385 680,95
2025-10-31 13F BG Investment Services, Inc. 12.395 38,94 817 52,71
2025-11-14 13F Gallagher Fiduciary Advisors, LLC 263.579 -39,77 17.375 -33,86
2025-11-13 13F LM Advisors LLC 68.957 -0,74 5 0,00
2026-01-09 13F Affinity Capital Advisors, LLC 381.556 11,78 25.648 12,57
2026-01-23 13F Gemmer Asset Management LLC 4.127 15,67 277 17,87
2025-11-12 13F Creative Financial Designs Inc /adv 19.802 8,79 1.305 19,51
2026-01-23 13F FSM Wealth Advisors, LLC 13.604 6,14 914 8,29
2025-10-21 13F Cascade Financial Partners, LLC 256.011 -1,95 16.876 7,68
2025-11-05 13F Wescott Financial Advisory Group, LLC 625.249 -2,81 41.216 6,73
2026-01-30 13F Interchange Capital Partners, LLC 114.945 2,98 7.727 5,00
2026-01-16 13F RHS Financial, LLC 6.925 466
2025-11-04 13F Atlantic Union Bankshares Corp 88.964 26,85 5.865 39,29
2025-10-22 13F Garrison Point Advisors, Llc 20.545 -1,70 1.354 7,97
2025-10-30 13F Canopy Partners, LLC 71.547 -2,04 4.716 7,57
2026-01-16 13F Sharp Financial Services, LLC 109.549 5,80 7.364 7,88
2026-01-29 13F D.a. Davidson & Co. 66.242 3,19 4.453 5,22
2025-11-14 13F Snowden Capital Advisors LLC 170.252 14,83 11.223 26,10
2026-01-27 13F Fiscal Wisdom Wealth Management, LLC 7.120 52,04 479 52,23
2025-08-05 13F Scarborough Advisors, LLC 479.460 147,11 28.782 174,86
2025-11-13 13F Beese Fulmer Investment Management, Inc. 5.164 -23,47 340 -16,05
2026-01-22 13F Castle Wealth Management Llc 3.180 0,00 214 1,91
2025-11-07 13F Swan Global Investments, LLC 3.709 0,00 244 9,91
2026-01-20 13F Ethos Financial Group, LLC 13.469 905
2025-10-24 13F Hemington Wealth Management 14.008 0,00 1
2025-11-14 13F W Advisors, Llc 25.782 5,05 1.700 15,34
2026-01-23 13F Kelly Financial Group Llc 12.838 -2,74 863 -0,92
2026-01-30 13F Chapman Financial Group, Llc 113 0,00 8 0,00
2025-12-02 13F Allworth Financial LP 208.743 3,73 13.760 13,91
2026-01-14 13F Goelzer Investment Management, Inc. 3.987 268
2026-01-30 13F Strategic Blueprint, LLC 339.838 15,93 22.844 18,22
2026-01-22 13F Red Tortoise LLC 40.450 1,15 2.719 3,15
2025-11-07 13F Sierra Ocean, Llc 0 -100,00 0
2026-02-02 13F Blalock Williams, Llc 52.888 30,95 3.555 33,55
2025-11-14 13F Quantinno Capital Management LP 178.169 325,94 11.745 367,70
2025-11-12 13F Aletheian Wealth Advisors LLC 20.979 -1,77 1.383 7,88
2025-12-01 13F Investment Research Partners LLC 14.206 982
2026-01-14 13F International Private Wealth Advisors LLC 18.911 0,40 1.271 2,42
2025-10-28 13F Pembroke Management, LTD 57.612 0,00 3.798 9,80
2025-11-07 13F King Luther Capital Management Corp 384 -9,46
2026-01-23 13F Bowman & Co S.C. 9.166 4,95 616 7,13
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Growth ETF VP Initial 2.022.877 -9,92 121.433 0,19
2025-10-30 13F Lockheed Martin Investment Management Co 1.010.000 -0,69 66.579 9,06
2025-11-12 13F Twin Focus Capital Partners, Llc 138.754 5,82 9.147 16,20
2026-02-02 13F Legacy Edge Advisors, LLC 68.858 4.629
2025-11-14 13F Nepc Llc 1.591.307 1,28 104.899 11,21
2026-01-28 13F Cornerstone Advisory, LLC 27.516 -1,55 1.850 0,38
2025-08-28 NP MAICX - Victory Trivalent International Fund - Core Equity Class A 15.779 67,99 947 87,15
2026-01-15 13F Fulcrum Capital LLC 5.480 -13,02 368 -11,33
2026-01-26 13F Yoffe Investment Management, LLC 7.800 0,00 524 1,95
2026-01-27 13F Novem Group 6.658 35,13 448 37,96
2025-11-06 13F Financial Counselors Inc 27.399 0,00 1.806 9,85
2026-01-30 13F Simplicity Wealth,LLC 256.526 -21,00 17.244 -19,44
2025-12-18 13F Bush Investment Group, Llc 38.505 -7,31 2.538 1,81
2025-11-14 13F Moors & Cabot, Inc. 34.835 -1,40 2.296 8,30
2026-01-29 13F Mattern Capital Management, Llc 9.435 0,00 634 2,09
2026-01-26 13F Quadrant Private Wealth Management, LLC 134.000 39,38 9.007 42,13
2025-10-31 13F Ewa, Llc 58.478 125,33 3.855 147,53
2026-01-09 13F Westview Management dba Westview Investment Advisors 6.850 460
2025-11-04 13F Thrivent Financial For Lutherans 990.673 1.091,99 65 1.525,00
2025-11-14 13F Balanced Rock Investment Advisor 4.126 -9,10 272 -0,37
2026-01-09 13F Twele Capital Management, Inc. 235.511 0,11 15.831 2,09
2025-11-10 13F EverSource Wealth Advisors, LLC 45.734 53,43 3.015 68,47
2025-10-29 13F Inspire Advisors, LLC 16.789 6,66 1.107 17,16
2025-11-12 13F Catalyst Financial Partners Llc 221.613 5,93 14.609 16,31
2025-11-14 13F SRS Capital Advisors, Inc. 0 -100,00 0
2025-11-13 13F Deutsche Bank Ag\ 2.521.601 7,67 166.224 18,23
2025-11-10 13F Thoroughbred Financial Services, Llc 5.580 -2,31 0
2026-01-27 13F Hobart Private Capital, LLC 3.301 222
2026-01-15 13F Acima Private Wealth, Llc 214.091 -4,31 14.391 -2,42
2025-11-10 13F Fortis Capital Management LLC 5.693 36,79 375 50,60
2026-01-23 13F Twelve Points Wealth Management LLC 10.586 111,59 741 125,23
2025-10-24 13F Sumitomo Mitsui DS Asset Management Company, Ltd 311.552 43,32 20.538 57,38
2025-10-30 13F Detalus Advisors, LLC 4.186 -28,76 276 -21,87
2025-11-06 13F MidWestOne Financial Group, Inc. 48.814 -3,07 3.218 6,42
2026-01-07 13F Sovereign Financial Group, Inc. 41.491 16,09 2.789 18,43
2025-11-13 13F Invesco Ltd. 9.469.612 -32,30 624.237 -25,65
2026-02-02 13F CENTRAL TRUST Co 67.955 49,16 4.568 52,08
2025-11-13 13F Pacific Center for Financial Services 269 0,00 18 6,25
2026-01-12 13F Aurdan Capital Management, LLC 8.240 -1,67 554 0,18
2025-10-27 13F American Financial Advisors, LLC 0 -100,00 0
2026-01-09 13F IFS Advisors, LLC 206 14
2025-10-31 13F Copia Wealth Management 593 0,00 39 11,43
2026-01-08 13F Signet Financial Management, Llc 133.705 26,53 8.988 29,03
2025-10-29 13F Americana Partners, LLC 100.234 0,72 6.607 10,60
2025-12-09 13F Painted Porch Advisors LLC 1.016 0,00 67 10,00
2025-11-14 13F Jane Street Group, Llc 3.958 -99,92 261 -99,92
2025-11-03 13F Cypress Capital Management LLC (WY) 49 0,00 3 50,00
2026-01-20 13F Global Trust Asset Management, LLC 0 -100,00 0
2025-10-30 13F Traub Capital Management LLC 0 -100,00 0 -100,00
2025-10-30 13F Flagship Wealth Advisors, Llc 0 -100,00 0
2025-08-12 13F Cook Wealth Management Group Llc 0 -100,00 0
2026-01-21 13F Raleigh Capital Management Inc. 36.232 24,95 2.436 27,42
2026-01-23 13F BSW Wealth Partners 228.696 -5,19 15.373 -3,33
2025-09-25 NP WCCFX - Wells Fargo WealthBuilder Conservative Allocation Fund Class C 14.732 78,53 889 98,66
2026-01-22 13F Intergy Private Wealth, LLC 63.361 0,35 4.259 2,40
2026-01-12 13F Shira Ridge Wealth Management 3.481 -1,72 234 0,00
2026-01-16 13F Catalina Capital Group, LLC 13.679 -8,51 920 -6,70
2026-01-22 13F City Holding Co 7.650 -2,55 514 -0,58
2026-01-23 13F Inlight Wealth Management, LLC 1.104 76,64 74 80,49
2026-01-23 13F Family Investment Center, Inc. 18.984 -1,74 1.276 0,24
2025-11-14 13F Ellevest, Inc. 34.322 -1,35 2.263 8,33
2025-09-23 NP MDAKX - MainStay Moderate ETF Allocation Fund Class C 142.420 43,16 8.592 59,44
2026-01-26 13F Chicago Capital, LLC 7.533 0,00 506 2,02
2026-01-21 13F Sutton Place Investors Llc 21.549 -5,42 1.449 -3,53
2025-11-06 13F Boston Private Wealth Llc 298.193 -8,97 19.657 -0,04
2025-10-29 13F Lmcg Investments, Llc 464.969 13,04 30.651 24,13
2025-11-14 13F Destination Wealth Management 1.289.247 1,01 84.987 10,92
2026-01-29 13F Obermeyer Wood Investment Counsel, Lllp 6.061 67,43 407 71,01
2026-01-08 13F Centerline Wealth Advisors, LLC 209.788 31,58 14.102 34,17
2025-11-13 13F Tortoise Investment Management, LLC 315.246 -1,07 20.781 8,65
2025-12-17 13F/A Strategic Investment Advisors / MI 426.744 14,39 28.226 25,82
2026-01-05 13F First Hawaiian Bank 215.351 3,97 14.476 6,02
2026-01-29 13F Quent Capital, LLC 881.426 4,09 59.249 6,14
2025-11-12 13F Cambridge Investment Research Advisors, Inc. 1.100.633 7,33 73 18,03
2026-01-22 13F Lee Financial Co 15.624 -4,14 1.050 -2,23
2025-11-13 13F Bnp Paribas Arbitrage, Sa 3.672 82,32 242 101,67
2026-01-26 13F JNBA Financial Advisors 13.424 2,15 902 4,16
2025-09-26 NP BVAL - Bluemonte Large Cap Value ETF 13 1
2025-11-03 13F Saxon Interests, Inc. 5.076 28,67 315 48,58
2026-01-09 13F Montecito Bank & Trust 16.931 11,06 1.138 13,35
2025-09-26 NP BLGR - Bluemonte Large Cap Growth ETF 13 1
2026-01-21 13F SJS Investment Consulting Inc. 98 7
2026-01-16 13F Matauro, Llc 16.494 1,64 1.109 3,65
2025-11-24 13F Cherry Tree Wealth Management, LLC 13.624 0,00 898 9,91
2025-10-23 13F Burford Brothers, Inc. 8.246 22,47 544 34,41
2025-11-07 13F Synergy Investment Management, LLC 120.939 90,58 7.972 109,29
2026-01-23 13F High Net Worth Advisory Group LLC 33.707 1,42 2.266 3,42
2025-10-30 13F Jordan Park Trust Co LLC 36.349 0,00 2.396 9,81
2025-11-26 13F Strategic Advocates LLC 307.901 2,97 20.297 13,07
2025-11-13 13F Promus Capital, LLC 789 -38,12 52 -31,58
2025-08-08 13F Union Savings Bank 918 0,00 55 12,24
2026-01-22 13F Financial Consulate, Inc 511 -34,90 34 -33,33
2025-11-06 13F Onyx Bridge Wealth Group LLC 8.290 -1,14 546 8,55
2025-10-24 13F Washington Trust Bank 3.384 -9,35 223 -0,45
2025-11-10 13F Amara Financial, Llc. 25.514 67,60 1.682 84,12
2025-12-01 13F/A Pcg Asset Management, Llc 8.166 2,02 538 12,08
2025-08-04 13F Virtus Family Office LLC 0 -100,00 0
2025-10-31 13F Instrumental Wealth, Llc 3.032 207
2025-11-14 13F Clark Capital Management Group, Inc. 17.279 2,05 1.139 12,11
2026-01-15 13F Westend Capital Management LLC 233 -25,56 16 -25,00
2026-01-20 13F Signaturefd, Llc 609.677 -0,81 40.982 1,15
2025-11-12 13F Shufro Rose & Co Llc 24.968 -1,22 1.348 -1,25
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Conservative Index Allocation Fund Standard Class 96.926 -7,91 5.818 2,43
2026-01-28 13F Citizens & Northern Corp 331.668 -7,04 22.295 -5,21
2026-01-28 13F Morton Brown Family Wealth, LLC 181 0,00 12 9,09
2025-10-30 13F Allegiance Financial Group Advisory Services LLC 103.374 10,09 6.814 20,90
2025-08-26 NP BlackRock Funds III - BlackRock LifePath Dynamic 2065 Fund Investor C Shares This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 95.141 5.711
2025-09-17 NP NWMAX - Nationwide Destination 2040 Fund Class A 121.361 -5,14 7.322 5,64
2026-01-21 13F William Howard & Co Financial Advisors Inc 16.486 -3,61 1.108 -1,69
2025-10-23 13F ShoreHaven Wealth Partners, LLC 4.217 0,00 278 9,88
2025-08-28 NP GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares 191.162 25,84 11.475 39,97
2025-11-12 13F Ascent Capital Management, LLC 32.534 -2,79 2.145 6,72
2025-11-10 13F Siligmueller & Norvid Wealth Advisors LLC 74.141 4.890
2026-01-23 13F Lam Group, Inc. 53.565 0,00 3.601 1,95
2025-11-10 13F Zhang Financial LLC 3.574 1,42 236 11,37
2026-01-30 13F State of New Jersey Common Pension Fund D 22.561.008 0,00 1.516.551 1,97
2026-01-09 13F Friday Financial 21.638 -15,35 1.455 -13,71
2025-11-04 13F Tsfg, Llc 279.558 19,37 18 28,57
2026-01-26 13F Keystone Wealth Services, LLC 29.752 6,44 2.000 8,52
2025-10-31 13F JFG Wealth Management, LLC 3.252 214
2025-08-27 NP Brighthouse Funds Trust I - SSGA Growth and Income ETF Portfolio Class A 2.098.939 -29,59 125.999 -21,69
2026-01-28 13F Headland Capital, LLC 3.926 -0,48 264 1,15
2026-01-27 13F Sage Financial Group Inc 7.666 6,06 515 8,19
2025-08-28 NP POCEX - Aristotle Portfolio Optimization Aggressive Growth Fund Class C 90.949 29,18 5.460 43,70
2025-10-21 13F Morris Financial Concepts, Inc. 22.926 4,76 1.511 15,08
2026-01-14 13F Matthew Goff Investment Advisor, LLC 126.637 -1,10 8.513 0,85
2026-01-14 13F Conrad Siegel Investment Advisors, Inc. 24.721 6,42 1.662 8,49
2026-01-23 13F Galvin, Gaustad & Stein, LLC 98.494 -47,53 6.621 -46,50
2026-01-16 13F Crewe Advisors LLC 68.052 4,39 4.574 6,45
2026-01-26 13F Cwm, Llc 5.690.088 28,84 382 31,27
2026-01-07 13F Brady Family Wealth, Llc 5.096 54,28 343 57,60
2026-01-27 13F GHP Investment Advisors, Inc. 0 -100,00 0 -100,00
2025-10-23 13F Trevian Wealth Management LLC 33.067 12,54 2.180 217.800,00
2025-11-12 13F Municipal Employees' Retirement System of Michigan 4.773.111 0,00 315 9,79
2026-01-29 13F Dunhill Financial, LLC 5.190 19,12 349 21,25
2025-11-10 13F Ameraudi Asset Management, Inc. 26.434 -60,67 1.743 -56,82
2025-10-14 13F S.A. Mason LLC 0 -100,00 0
2025-11-13 13F Financial Freedom, LLC 3.882 0,00 256 9,44
2025-11-14 13F Wiley Bros.-aintree Capital, Llc 817.791 41,56 53.881 55,70
2026-01-12 13F VisionPoint Advisory Group, LLC 25.835 -3,93 1.737 -2,03
2025-11-13 13F Zuckerman Investment Group, LLC 44.557 -0,02 2.937 9,79
2026-01-14 13F First County Bank /CT/ 5.136 0,00 345 2,07
2025-11-14 13F Wick Capital Partners, LLC 13.871 -96,56 1.699 30,41
2026-01-27 13F Lodestar Private Asset Management Llc 40.958 8,77 2.753 10,92
2025-11-14 13F Beacon Pointe Advisors, LLC 370.433 64,72 24.419 80,87
2025-11-10 13F Convergence Financial, LLC 91.756 -3,46 6.049 6,01
2026-01-28 13F Delta Wealth Advisors LLC 4.715 -14,86 317 -13,42
2025-11-13 13F Quadrature Capital Ltd 17.245 1.137
2025-11-14 13F Daiwa Securities Group Inc. 302.600 22,77 20 35,71
2026-01-07 13F Puff Wealth Management, Llc 27.837 53,09 1.921 60,27
2025-09-17 NP NADCX - Nationwide Investor Destinations Moderately Conservative Fund Class A 133.644 99,31 8.063 121,97
2026-01-27 13F BigSur Wealth Management LLC 12.375 43,06 832 45,79
2026-01-08 13F Occidental Asset Management, LLC 26.572 -4,59 1.786 -2,67
2025-11-06 13F Gateway Wealth Partners, LLC 101.662 -5,63 6.702 3,63
2026-01-21 13F MBL Wealth, LLC 639.337 2,43 42.976 4,45
2025-11-14 13F XTX Topco Ltd 15.319 1.010
2025-11-06 13F PCA Investment Advisory Services Inc. 12.629 5,31 832 15,72
2026-01-23 13F Norris Perne & French Llp/mi 44.540 2,63 2.994 4,65
2026-02-02 13F Avidian Wealth Solutions, LLC 240.587 82,53 16.172 86,14
2025-08-26 NP LPHAX - BlackRock LifePath Dynamic 2045 Fund Investor A Shares This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 466.293 27.992
2025-10-28 13F Csenge Advisory Group 95.580 -11,19 6.301 3,28
2025-11-03 13F Continental Advisors Llc 40.800 0,00 2.690 9,80
2025-11-06 13F Endowment Wealth Management, Inc. 60.010 2,10 3.956 12,10
2026-01-21 13F Sowell Financial Services LLC 141.918 4,67 9.540 6,74
2025-11-05 13F TAGStone Capital, Inc. 15.794 -12,08 1.041 -5,62
2025-11-14 13F Financial Network Wealth Management LLC 3.933 -8,92 0
2025-10-20 13F Continuum Advisory, LLC 40.305 5,65 2.657 15,98
2026-01-14 13F Emergent Wealth Advisors, LLC 87.178 7,75 5.860 9,78
2025-11-10 13F Vestmark Advisory Solutions, Inc. 721.095 -40,19 47.535 -34,33
2026-02-02 13F Robertson Stephens Wealth Management, LLC 1.390.070 8,21 93.441 10,34
2025-10-27 13F One Day In July LLC 13.101 -35,80 864 -29,55
2025-08-08 13F Financial Gravity Companies, Inc. 3.022 -32,32 181 -22,32
2026-01-15 13F Capital Advisors Inc/ok 3.708 6,09 249 8,26
2025-11-14 13F Maripau Wealth Management Llc 21.130 -15,69 1.393 -7,39
2025-11-12 13F/A Astra Wealth Partners LLC 65.931 2,86 4.346 12,97
2025-09-29 NP GTDDX - INVESCO Developing Markets Fund Class A 805.024 48.567
2026-01-23 13F Sage Mountain Advisors LLC 7.656 0,00 515 1,98
2025-11-07 13F Murphy & Mullick Capital Management Corp 212 0,00 14 16,67
2025-11-17 13F Hancock Whitney Corp 90.572 -2,52 5.971 7,05
2025-11-05 13F Titleist Asset Management, Llc 113.415 -6,84 7.476 2,30
2025-08-11 13F Johnson Financial Group, LLC 0 -100,00 0
2025-11-19 13F Penobscot Wealth Management 5.378 355
2026-01-23 13F Steigerwald, Gordon & Koch Inc. 674 0,00 45 2,27
2025-11-14 13F TRUE Private Wealth Advisors 33.173 5,61 2.187 15,97
2026-01-15 13F Jamison Private Wealth Management, Inc. 5.395 1,30 363 3,13
2026-01-28 13F Caliber Wealth Management, LLC / KS 67.137 6,18 4.513 8,28
2025-10-31 13F CFS Investment Advisory Services, LLC 308.589 -3,66 20.996 110.405,26
2025-11-12 13F Integrity Advisory Solutions, LLC 24.617 1.623
2025-10-29 13F Frontier Asset Management, LLC 112.126 4,47 7.391 14,73
2025-11-10 13F Resources Investment Advisors, LLC. 281.124 -11,10 18.532 -2,38
2026-01-22 13F Willis Johnson & Associates, Inc. 77.494 -1,19 5.209 0,75
2025-11-04 13F Meridian Wealth Management, LLC 15.844 -4,73 1.044 4,61
2026-01-21 13F Mainstream Capital Management LLC 11.782 -7,24 792 -5,50
2026-01-13 13F Two West Capital Advisors LLC 24.972 38,20 1.679 36,53
2026-01-09 13F Community Trust & Investment Co 8.759 1,38 589 3,34
2025-08-27 NP OHIO NATIONAL FUND INC - ON iShares Managed Risk Growth Portfolio 83.134 0,00 4.991 11,23
2026-01-12 13F Kozak & Associates, Inc. 211 1,44 15 7,69
2026-01-20 13F Trust Co Of Toledo Na /oh/ 1.594 0,00 107 1,90
2025-11-13 13F Brown Brothers Harriman & Co 95.744 -2,86 6.311 6,68
2026-01-13 13F Stephens Consulting, LLC 157 0,00 11 0,00
2025-10-20 13F Pinnacle Wealth Management Advisory Group, LLC 21.497 -0,76 1.417 9,00
2025-11-06 13F Wesbanco Bank Inc 10.797 -0,65 712 9,05
2025-11-14 13F Delos Wealth Advisors, LLC 0 -100,00 0
2025-09-26 NP BLUC - Bluemonte Large Cap Core ETF 24 1
2025-10-30 13F Naples Global Advisors, Llc 14.196 4,37 936 14,58
2026-01-31 13F Citizens Business Bank 3.801 0,00 256 2,00
2026-01-23 13F Arbor Investment Advisors, LLC 67.667 -1,02 4.549 0,93
2026-01-20 13F Independence Bank of Kentucky 13.905 50,50 935 53,37
2026-01-27 13F Keeler & Nadler Financial Planning & Wealth Management 118.091 23,71 7.938 26,16
2025-11-07 13F Lincoln National Corp 1.714.566 -6,29 113.024 2,90
2026-01-26 13F Main Street Group, LTD 0 -100,00 0
2026-01-20 13F Stratos Wealth Partners, LTD. 1.501.986 31,36 100.964 33,95
2025-11-14 13F Allie Family Office LLC 77.330 36,37 5.098 49,78
2026-01-28 13F Turtle Creek Wealth Advisors, LLC 68.300 13,27 4.591 15,53
2026-01-28 13F Southern Farm Bureau Life Insurance 1.964.259 8,30 132 10,92
2026-01-05 13F GAMMA Investing LLC 354.538 19,18 23.832 21,54
2025-11-04 13F First Citizens Asset Management, Inc. 105.711 -12,93 6.968 -4,38
2026-02-02 13F Partners in Financial Planning 3.479 0,14 234 2,19
2025-11-13 13F Clearbridge Investments, LLC 3.054 201
2025-11-06 13F Lynx Investment Advisory 4.754 -0,27 313 9,44
2026-01-15 13F Columbus Macro, LLC 209.236 10,01 14.065 12,17
2026-01-12 13F Accelerate Investment Advisors LLC 26.166 23,63 1.759 26,02
2025-11-25 13F Keyes, Stange & Wooten Wealth Management, LLC 16.911 -1,17 1.115 8,47
2026-01-28 13F Cape Ann Savings Bank 11.894 138,17 800 142,86
2025-11-10 13F First American Trust, Fsb 3.542 233
2026-01-28 13F FORM Wealth Advisors, LLC 540.117 -4,38 36.307 7,07
2025-10-27 13F Retirement Planning Group 4.728 20,61 312 32,34
2025-08-26 NP Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares 19.674 83,61 1.181 104,33
2026-01-15 13F Lodestone Wealth Management LLC 341 23
2026-01-16 13F Compagnie Lombard Odier SCmA 107.184 24,06 7.205 26,50
2026-01-30 13F Us Bancorp \de\ 28.941.277 1,86 1.945.454 3,87
2025-11-05 13F Howe & Rusling Inc 14.263 -8,21 940 0,86
2025-11-14 13F Mml Investors Services, Llc 5.658.149 13,97 372.985 125.062,75
2026-01-14 13F Pathway Financial Advisors LLC 477.655 7,07 33.546 14,06
2026-01-29 13F Klingman & Associates, LLC 460.682 0,43 30.967 2,41
2025-11-12 13F Arcadia Wealth Management, LLC 28.038 40,86 1.848 54,77
2025-11-14 13F VestGen Advisors, LLC 16.126 17,58 1.063 29,16
2025-11-12 13F Level Four Advisory Services, Llc 34.841 17,18 2.297 28,70
2025-11-14 13F Raymond James Financial Inc 18.570.458 1,57 1.224.164 11,54
2026-01-12 13F Ayalon Holdings Ltd. 289.775 48,21 19 58,33
2026-01-23 13F Creative Capital Management Investments LLC 200 0,00 13 0,00
2026-01-07 13F Magnus Financial Group LLC 562.722 4,08 37.826 6,13
2026-01-22 13F Massachusetts Financial Services Co /ma/ 21.453 0,00 1.442 1,98
2025-11-14 13F Full Sail Capital, LLC 1.131.606 -4,63 74.595 4,73
2026-01-05 13F Catherine Avery Investment Management LLC 0 -100,00 0 -100,00
2026-01-15 13F Rockland Trust Co 0 -100,00 0
2025-09-26 NP ROMO - Strategy Shares Newfound/ReSolve Robust Momentum ETF 33.524 -63,10 2.023 -59,98
2026-02-02 13F Sachetta, LLC 438 -96,62 29 -96,60
2025-11-13 13F Sweeney & Michel, Llc 49.741 -52,15 3.194 -48,84
2025-10-21 13F GAM Holding AG 119.196 -6,73 7.857 2,42
2025-11-13 13F Tradition Wealth Management, LLC 61.809 -18,78 4.074 -10,81
2025-10-29 13F Sigma Investment Counselors Inc 107.134 -0,77 7.062 8,96
2025-11-12 13F Ironsides Asset Advisors, LLC 102.603 0,00 6.764 9,81
2026-01-30 13F Ares Financial Consulting, LLC 70 5
2026-01-21 13F Aaron Wealth Advisors LLC 539.058 2,07 36.236 4,08
2025-11-13 13F Sei Investments Co 9.449.618 1,56 622.918 11,53
2026-01-21 13F South Shore Capital Advisors 11.980 805
2026-01-28 13F Barrett & Company, Inc. 2.756 -0,58 185 1,65
2025-11-13 13F Sepio Capital, LP 41.618 -1,90 2.743 7,74
2025-11-17 13F First Foundation Advisors 628.502 6,03 41.431 16,44
2025-11-03 13F Tobias Financial Advisors, Inc. 370.867 1.017,24 24.448 1.127,26
2026-01-30 13F Kohmann Bosshard Financial Services, LLC 1.262 85
2025-11-03 13F Absolute Capital Management, LLC 30.760 57,81 2.028 73,25
2025-08-26 NP PAEAX - Putnam Dynamic Asset Allocation Growth Fund Class A shares 88.721 57,06 5.326 74,70
2025-11-12 13F Headlands Technologies LLC 0 -100,00 0
2026-01-13 13F Harrington Investments, INC 4.632 -17,76 311 -16,17
2026-01-21 13F McNamara Financial Services, Inc. 8.311 -8,05 559 -6,22
2025-11-14 13F Fairview Capital Investment Management, Llc 96.909 1,87 6.388 11,87
2025-11-12 13F Foster Dykema Cabot & Partners, Llc 2.234 147
2026-01-28 13F Cora Capital Advisors Llc 3.497 235
2026-01-12 13F Abound Wealth Management 322.201 3,97 21.658 6,03
2025-11-12 13F Huntington National Bank 843 18,59
2025-10-28 13F Ssi Investment Management Llc 224.591 97,65 14.805 117,05
2025-11-07 13F Crestwood Advisors Group LLC 145.089 -1,19 9.564 8,51
2025-11-05 13F Wealthquest Corp 245.149 -3,91 16.160 5,52
2026-01-26 13F Valmark Advisers, Inc. 41.391 129,14 2.782 133,78
2025-11-06 13F LexAurum Advisors, LLC 12.342 12,53 814 23,56
2026-01-29 13F Seven Post Investment Office LP 7.339 -4,60 493 -2,76
2025-10-21 13F Financiere des Professionnels - Fonds d,investissement inc. 1.650.348 0,00 108.791 9,81
2025-11-14 13F Zacks Investment Management 10.376 38,85 684 52,68
2025-08-06 13F Legacy Investment Solutions, LLC 1.653 264,10 99 312,50
2025-11-07 13F BOK Financial Private Wealth, Inc. 7.600 -0,64 501 8,93
2026-01-30 13F Chapin Davis, Inc. 10.472 1,72 704 3,69
2026-01-22 13F Venturi Wealth Management, LLC 1.744.682 -27,68 117.277 -26,25
2026-01-23 13F Aspect Partners, LLC 119.370 260,80 8.024 268,07
2025-08-08 13F Thrive Capital Management, LLC 0 -100,00 0
2025-11-13 13F United Financial Planning Group LLC 104.380 6.881
2026-01-15 13F Fifth Third Wealth Advisors LLC 440.331 19,40 29.599 21,76
2025-10-30 13F Brandywine Oak Private Wealth Llc 124.530 -0,61 8.209 9,13
2025-11-20 13F Centaurus Financial, Inc. 37.429 5,77 2 0,00
2025-08-14 13F Abound Financial, Llc 0 -100,00 0
2025-11-14 13F Strategic Wealth Partners, Ltd. 7.622 -3,36 502 6,13
2025-09-24 NP DAINX - Dunham International Stock Fund Class A 6.927 -50,44 418 -44,91
2025-11-14 13F Evoke Wealth, Llc 14.393 89,93 949 108,81
2026-01-12 13F Focus Financial Network, Inc. 115.440 3,43 7.760 5,46
2025-10-17 13F Financial Partners Group, Inc 3.281 216
2025-08-26 NP Forethought Variable Insurance Trust - Global Atlantic BlackRock Allocation Portfolio Class I Shares 44.643 85,39 2.680 106,24
2025-11-10 13F Atomi Financial Group, Inc. 55.900 -8,64 3.685 0,33
2025-11-14 13F Headinvest, Llc 38.560 1,39 2.542 11,35
2025-11-13 13F Beaird Harris Wealth Management, LLC 1.604 18,81 106 29,63
2026-01-22 13F Cliftonlarsonallen Wealth Advisors, Llc 610.320 -5,97 41.026 -4,11
2026-01-14 13F Wolff Wiese Magana Llc 9.559 23,95 643 26,38
2026-01-29 13F Kickstand Ventures, Llc. 120.055 3,57 8.070 5,61
2026-02-02 13F SevenBridge Financial Group, LLC 2.935 -3,64 213 2,40
2025-11-13 13F GeoWealth Management, LLC 50.683 98,06 3.341 117,51
2026-01-07 13F Retirement Wealth Solutions LLC 70.378 23,16 4.731 25,60
2025-11-14 13F Carter Financial Group, INC. 5.932 0,63 391 10,76
2025-11-14 13F Toroso Investments, LLC 6.080 -30,63 401 -23,95
2025-11-03 13F Disciplined Investments, LLC 50.074 -1,41 3.301 8,27
2026-01-27 13F Steele Capital Management, Inc. 77.124 4,05 5.184 6,10
2026-01-09 13F Cambridge Financial Group, LLC 13.819 6,28 741 -13,54
2026-01-12 13F Moody National Bank Trust Division 22.514 0,00 1.513 1,95
2025-08-26 NP Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 11.361 85,06 682 106,04
2025-11-07 13F Sageworth Trust Co 6.682 440
2026-01-14 13F Wealthcare Advisory Partners LLC 22.742 52,54 1.529 55,60
2025-11-14 13F Cardiff Park Advisors, Llc 1.998 0,00 132 10,08
2025-10-17 13F MPS Loria Financial Planners, LLC 681.140 -0,06 44.901 9,74
2026-01-26 13F Austin Wealth Management, LLC 4.918 343
2026-01-27 13F Beacon Bridge Wealth Partners, LLC 122.215 8.215
2025-10-24 13F Meeder Advisory Services, Inc. 1.271.585 5,35 83.823 15,68
2026-01-14 13F Neumann Capital Management, LLC 226.151 -0,64 15.202 1,32
2026-01-16 13F Keystone Financial Group, Inc. 11.792 1,34 793 3,26
2026-01-26 13F Paradigm Financial Partners, Llc 25.661 40,20 1.725 42,95
2025-11-13 13F Stelac Advisory Services LLC 0 -100,00 0
2025-11-14 13F Integrated Wealth Concepts LLC 1.292.351 45,93 85.192 60,24
2025-11-10 13F Cary Street Partner Investment Advisory Llc 11.198 23,69 738 35,91
2026-01-27 13F FSR Wealth Management Ltd. 3.805 -2,91 256 -1,16
2026-02-02 13F Ashton Thomas Securities, Llc 0 -100,00 0
2026-01-16 13F Forte Asset Management Llc 4.670 314
2025-11-12 13F Duncan Williams Asset Management, LLC 3.965 -7,90 261 1,16
2026-01-14 13F Cypress Wealth Services, LLC 122.835 31,61 8.257 34,20
2025-11-05 13F MCF Advisors LLC 1.190.449 -3,36 78.474 6,13
2025-10-22 13F Ackerman Capital Advisors, LLC 150.350 1,94 9.911 11,95
2026-01-26 13F Parcion Private Wealth LLC 34.616 5,79 2.327 7,83
2026-01-09 13F Dynamic Advisor Solutions LLC 39.005 0,13 2.622 2,10
2025-11-12 13F Sequent Planning LLC 61.731 4.069
2026-02-02 13F Everest Management Corp. 4.430 -1,51 298 0,34
2025-11-03 13F Hollencrest Capital Management 50.580 -5,79 3.334 3,44
2025-11-03 13F Atlantic Private Wealth, LLC 205 0,00 13 8,33
2025-11-13 13F Texas Capital Bancshares Inc/tx 38.222 214,90 2.520 246,02
2026-01-27 13F Forum Financial Management, LP 4.191 25,86 282 28,31
2025-09-24 NP ITDC - iShares LifePath Target Date 2035 ETF 48.144 50,31 2.905 67,38
2025-11-06 13F Johnson Investment Counsel Inc 5.166 48,96 341 63,46
2025-08-20 13F North Dallas Bank & Trust Co 3.410 205
2026-01-23 13F Assetmark, Inc 8.930.119 0,83 600.283 2,82
2025-08-12 13F Ascent Wealth Partners, LLC 0 -100,00 0
2026-01-28 13F Davis Capital Management 94 0,00 6 0,00
2025-11-17 13F/A Keystone Financial Group 115.721 226,81 7.638 258,76
2025-11-14 13F Squarepoint Ops LLC 92.670 139,36 6.109 162,82
2026-01-27 13F Summit Wealth Partners, LLC 11.663 -3,68 784 -1,75
2025-08-26 NP NOEMX - Northern Emerging Markets Equity Index Fund 63.000 -7,35 3.782 3,05
2026-01-09 13F Rf&l Wealth Management, Llc 51.487 0,26 3.461 2,22
2025-10-24 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 11.743 71,61 774 88,78
2026-01-07 13F Corsicana & Co. 29.918 -3,07 2.011 -1,13
2025-11-06 13F Delap Wealth Advisory, Llc 66.140 17,07 4.394 29,58
2025-11-12 13F Principal Securities, Inc. 801.214 5,94 52.816 16,34
2026-01-07 13F Fragasso Group Inc. 18.619 0,69 1.252 1,13
2025-11-12 13F Sterling Capital Management LLC 866.306 -2,62 57.107 6,93
2026-01-22 13F HHM Wealth Advisors, LLC 362 10,37 24 14,29
2026-01-22 13F TSA Wealth Managment LLC 194.271 20,66 13.059 23,04
2026-01-16 13F West Branch Capital LLC 448 0,00 30 3,45
2025-11-03 13F Truist Financial Corp 5.360.821 12,59 353.385 23,64
2025-11-04 13F Pineridge Advisors LLC 33.929 9,78 2.237 20,54
2025-09-24 NP ITDE - iShares LifePath Target Date 2045 ETF 53.038 27,82 3.200 42,37
2026-01-26 13F AE Wealth Management LLC 1.719.605 -1,61 115.592 0,33
2025-08-14 NP FLFGX - GLOBAL ALLOCATION FUND Retail Class 12.312 0,00 739 11,30
2025-08-26 NP LPREX - BlackRock LifePath Dynamic 2040 Fund Investor A Shares This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 635.262 38.135
2025-11-05 13F Next Capital Management LLC 106.775 29,98 7.039 42,73
2026-01-23 13F Actinver Wealth Management, Inc. 56.178 68,64 3.776 72,03
2025-11-10 13F Hartland & Co., LLC 191.756 12,71 12.641 23,76
2026-01-30 13F Valued Wealth Advisors LLC 18 -41,94 1 -50,00
2025-11-13 13F TPG Financial Advisors, LLC 12.710 -11,41 838 -2,79
2026-01-15 13F Polaris Investment Advisors, LLC 111.132 7.470
2026-01-30 13F Kondo Wealth Advisors, Inc. 14.039 4,73 944 6,80
2026-01-12 13F National Wealth Management Group, LLC 14.361 -3,25 965 -1,33
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2025-11-14 13F IHT Wealth Management, LLC 39.376 -0,51 2.596 9,26
2025-11-14 13F Archetype Wealth Partners 287.447 11,75 19 20,00
2026-01-28 13F Villere St Denis J & Co Llc 5.999 0,00 403 2,03
2026-01-27 13F First Horizon Corp 628 0,00 42 2,44
2026-01-29 13F Calamos Wealth Management LLC 30.978 1,17 2.082 3,17
2025-11-14 13F Warren Averett Asset Management, LLC 279.040 25,36 18.394 37,66
2025-11-14 13F Talisman Wealth Advisors LLC 8.279 21,48 546 33,25
2025-10-30 13F Colton Groome Financial Advisors, Llc 17.332 -1,20 1.143 8,45
2026-01-26 13F DBK Financial Counsel, LLC 12.647 0,00 850 2,04
2026-01-15 13F Hengehold Capital Management Llc 260.393 3,21 17.504 5,25
2025-11-06 13F CBIZ Investment Advisory Services, LLC 50 3
2025-10-24 13F Cedar Mountain Advisors, LLC 54 0,00 4 0,00
2025-11-07 13F Redmont Wealth Advisors Llc 17.008 0,00 1.121 9,90
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 6.699.227 -6,93 402.155 3,52
2026-01-28 13F Salomon & Ludwin, LLC 115.115 -1,27 8.024 2,78
2026-01-07 13F Stonekeep Investments, LLC 0 -100,00 0
2025-11-03 13F SYM FINANCIAL Corp 6.906 -41,82 455 -36,10
2025-11-17 13F Abel Hall, LLC 4.720 -0,84 311 9,12
2026-01-23 13F Evolution Advisers, Inc. 300 0,00 0
2025-11-10 13F Disciplina Capital Management LLC 355.763 -7,47 23.452 1,61
2025-11-12 13F Armis Advisers, LLC 30.777 41,33 2.057 57,19
2026-01-29 13F Sanctuary Advisors, LLC 1.920.644 15,98 129.106 18,27
2026-02-02 13F B.O.S.S. Retirement Advisors, LLC 99.161 26,11 6.666 28,59
2026-01-21 13F Stock Yards Bank & Trust Co 44.519 5,76 2.993 7,86
2026-01-16 13F Meredith Wealth Planning 5.707 -0,45 384 1,59
2026-01-23 13F Smallwood Wealth Investment Management, LLC 1.033 -42,06 69 -41,03
2025-11-13 13F Visionary Wealth Advisors 15.018 1,94 990 11,88
2025-11-12 13F Ci Investments Inc. 119.227 12,58 8 16,67
2025-11-14 13F Sofos Investments, Inc. 726 -84,16 48 -80,97
2026-02-02 13F LVZ Advisors, Inc. 25.749 -12,60 1.731 -10,92
2025-11-12 13F GW&K Investment Management, LLC 3.845 251,46 0
2025-11-12 13F Arete Wealth Advisors, LLC 76.184 20,18 5 66,67
2025-11-04 13F Strengthening Families & Communities, LLC 82 -1,20 5 25,00
2025-11-14 13F Glen Eagle Advisors, LLC 5.271 1,02 347 10,86
2025-11-12 13F One Wealth Capital Management, Llc 96.859 29,36 6.385 42,06
2025-11-07 13F Zions Bancorporation, National Association /ut/ 612 0,00 40 11,11
2026-01-09 13F Atlas Brown,Inc. 4.801 25,81 323 28,29
2026-01-14 13F Waldron Private Wealth LLC 19.588 -0,35 1.317 1,62
2026-01-26 13F SMART Wealth LLC 13.149 5,33 884 7,42
2025-08-14 13F Alaska Permanent Fund Corp 0 -100,00 0 -100,00
2026-01-14 13F Chris Bulman Inc 41.287 4,77 2.775 6,85
2025-11-13 13F Meridian Wealth Partners, LLC 284.727 16,66 18.769 28,11
2026-01-28 13F Cabot-Wellington, LLC 305.398 -0,72 20.529 1,23
2026-01-26 13F Dynamic Financial Group 3.204 215
2025-11-12 13F Blueprint Financial Advisors LLC 114.565 21,96 7.552 33,95
2026-01-26 13F West Wealth Group, LLC 10.416 1,67 700 2,64
2025-11-12 13F M1 Capital Management LLC 91.568 4,54 6.036 14,80
2026-01-20 13F Coastal Investment Advisors, Inc. 8.076 -2,84 543 -0,91
2025-10-29 13F Tradewinds, LLC. 0 -100,00 0
2025-11-14 13F Matrix Private Capital Group Llc 4.019 0,00 265 9,54
2025-09-24 NP IRTR - iShares LifePath Retirement ETF 16.289 70,85 983 90,31
2025-09-24 NP AOM - iShares Core Moderate Allocation ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.147.551 -0,14 69.232 11,21
2026-01-27 13F Probity Advisors, Inc. 181.946 -1,04 12.230 0,92
2025-08-12 13F Martin Currie Ltd 6.080 -49,59 365 -44,00
2026-01-20 13F Harbor Capital Advisors, Inc. 601.507 40
2025-11-12 13F Stifel Financial Corp 4.565.327 4,38 300.946 14,63
2025-10-24 13F Meeder Asset Management Inc 0 -100,00 0
2026-01-14 13F USA Financial Portformulas Corp 7.232 486
2025-11-14 13F Circle Wealth Management, LLC 54.547 -24,77 3.596 -17,39
2025-11-04 13F McKinley Carter Wealth Services, Inc. 432.804 1,52 28.530 11,48
2025-11-04 13F Greykasell Wealth Strategies, Inc. 10.755 0,00 709 9,77
2026-01-27 13F Asset Management One Co., Ltd. 7.041.715 1,81 473.344 3,82
2026-01-08 13F Sound View Wealth Advisors Group, LLC 4.683 -9,89 315 -8,19
2026-01-29 13F Compass Ion Advisors, LLC 6.308 -16,42 424 -14,69
2026-01-26 13F Northwest Capital Management Inc 5.586 -59,58 375 -58,84
2026-01-05 13F Coastline Trust Co 6.172 415
2026-01-21 13F Flagship Harbor Advisors, Llc 18.128 -3,97 1.219 -2,09
2025-10-27 13F Allen Capital Group, LLC 12.160 -1,39 802 8,24
2025-11-07 13F Smithfield Trust Co 340.738 -1,87 22 10,00
2026-01-30 13F Sage Rhino Capital Llc 86.183 -6,34 5.793 -4,48
2025-11-17 13F GWM Advisors LLC 2.028.701 29,43 133.732 42,13
2025-08-14 13F Talon Private Wealth, LLC 6.883 44,97 413 61,33
2025-11-06 13F Wealthstream Advisors, Inc. 40.700 0,00 2.683 9,78
2025-11-14 13F Tudor Investment Corp Et Al 0 -100,00 0
2026-01-27 13F Stone Point Wealth LLC 65.154 8,84 4.380 11,00
2025-10-27 13F Hoxton Planning & Management, LLC 70.138 9,05 4.623 19,74
2025-10-31 13F Mutual Of America Capital Management Llc 496.299 -0,67 32.716 9,08
2026-02-02 13F AlphaStar Capital Management, LLC 5.452 5,58 367 7,65
2025-08-14 13F Hamilton Capital, LLC 139.015 2,07 8.345 13,54
2026-01-21 13F Woodmont Investment Counsel Llc 34.035 -3,40 2.288 -1,51
2025-11-05 13F SPC Financial, Inc. 410.442 1,60 27.056 11,57
2025-11-17 13F Pin Oak Investment Advisors Inc 213 -14,11 14
2025-11-06 13F Missouri Trust & Investment Co 129.383 -3,29 8.529 6,19
2026-01-23 13F Rsm Us Wealth Management Llc 1.090.462 4,75 73.486 7,09
2026-01-23 13F Investment Advisory Group, LLC 6.413 77,30 431 81,09
2026-01-22 13F FSC Wealth Advisors, LLC 0 -100,00 0
2025-11-14 13F Wit, Llc 16.517.680 0,49 1.088.845 10,35
2026-01-08 13F Grove Bank & Trust 359.297 -0,91 24.152 1,04
2026-01-15 13F Stewardship Advisors, LLC 10.628 -3,13 714 -1,24
2026-01-15 13F Highline Wealth Partners Llc 95.607 -3,68 6.427 -1,79
2025-10-23 13F Evolution Wealth Management Inc. 1.201 -21,50 79 -13,19
2025-08-28 NP POCAX - Aristotle Portfolio Optimization Moderate Fund Class A 56.736 -53,30 3.406 -48,06
2025-11-05 13F HORAN Wealth, LLC 10.465 690
2025-11-13 13F South Plains Financial, Inc. 59.906 -16,36 3.949 -8,14
2026-01-29 13F Scissortail Wealth Management, LLC 81.126 -0,76 5.453 1,21
2026-01-09 13F First Heartland Consultants, Inc. 61.360 71,00 4.125 74,38
2025-11-04 13F PAX Financial Group, LLC 234.946 13,37 15.488 24,49
2025-10-15 13F Plancorp, LLC 65.312 0,12 4.305 9,93
2025-11-14 13F Luken Investment Analytics, LLC 1.330 0,00 88 10,13
2026-01-08 13F Traveka Wealth, LLC 44.737 5,42 3.007 7,51
2025-10-28 13F Copperleaf Capital, LLC 45.444 70,69 2.996 87,42
2025-11-12 13F Boston Research & Management Inc 106.989 -0,02 7 16,67
2025-11-14 13F Tower Research Capital LLC (TRC) 211 -65,24 14 -63,89
2026-01-22 13F Bartlett & Co. Wealth Management Llc 574.589 8,84 38.624 10,99
2026-01-26 13F Quattro Financial Advisors Llc 83.458 -8,96 5.610 -7,15
2025-11-13 13F Betterment LLC 6.101.205 -4,42 402 4,96
2026-01-27 13F Horst & Graben Wealth Management LLC 325.427 5,79 21.884 7,91
2025-11-14 13F Main Management LLC 15.547 305,93 1
2026-01-12 13F JGP Wealth Management, LLC 52.412 7,31 3.523 8,07
2026-02-02 13F Cornerstone Planning Group LLC 66.848 23,12 4.977 34,02
2026-01-28 13F Boston Trust Walden Corp 6.589 -11,76 443 -10,16
2026-01-27 13F HCR Wealth Advisors 258.722 3,71 17.391 4,44
2026-01-12 13F AllSquare Wealth Management LLC 272 0,00 18 6,25
2026-01-23 13F Westside Investment Management, Inc. 52.168 1,48 3.510 3,54
2026-01-26 13F Harbor Asset Planning, Inc. 778 0,91 52 4,00
2026-02-02 13F PKO Investment Management Joint-Stock Co 101.495 39,01 6.822 41,74
2026-01-23 13F Keener Financial Planning LLC 4.041 -0,86 0
2025-11-04 13F Cutler Investment Counsel Llc 3.585 3,73 236 14,01
2025-11-13 13F Herold Advisors, Inc. 0 -100,00 0
2025-10-31 13F First Citizens Bank & Trust Co 610.003 -11,95 40.211 -3,31
2025-08-11 13F Monashee Investment Management LLC 0 -100,00 0
2026-01-09 13F Baron Financial Group, LLC 42.290 -3,96 2.843 -2,07
2025-10-31 13F Mason Street Advisors, Llc 3.350 221
2025-11-13 13F Eight 31 Financial Llc 34.776 7,15 2.292 17,66
2026-01-21 13F Towercrest Capital Management 316.691 -1,31 21.291 0,65
2026-01-13 13F Capital Investment Advisors, LLC 94.641 169,72 6.362 175,01
2026-01-29 13F Integras Partners LLC 10.241 -4,89 688 -2,96
2026-01-13 13F Well Done, LLC 16.022 -4,08 1.077 -2,27
2026-01-15 13F Shrier Wealth Management, Llc 12.328 829
2026-01-20 13F Stratos Wealth Advisors, LLC 154.086 -3,57 10.358 -1,67
2025-11-04 13F Bridges Investment Management Inc 416.833 1,21 27.478 11,14
2026-01-23 13F Avion Wealth 2.652 -15,30 0
2026-01-06 13F Clark Financial Services Group Inc /bd 2.977 207
2025-10-28 13F Mascoma Wealth Management LLC 610 0,00 40 11,11
2025-11-13 13F Rehmann Capital Advisory Group 298.124 -1,20 19.658 8,52
2025-12-02 13F IFP Advisors, Inc 244.911 17,85 16.145 29,41
2025-09-29 NP INTL - Main International ETF 379.600 0,19 22.901 11,59
2026-01-07 13F Northside Capital Management, LLC 7.364 0,00 495 2,06
2026-01-09 13F 180 Wealth Advisors, Llc 5.805 22,42 390 25,00
2026-01-30 13F Caldwell Securities, Inc 230 6,98 15 7,14
2025-10-28 13F Pinnacle Financial Partners Inc 47.941 8,12 3.160 18,75
2026-01-12 13F DAVENPORT & Co LLC 32.002 31,16 2.151 33,77
2025-08-19 13F Wealth Group, Ltd. 0 -100,00 0
2026-01-20 13F Maryland Capital Advisors Inc. 9.186 -3,74 617 -1,91
2025-11-14 13F S&t Bank/pa 289 0,00 19 11,76
2025-10-10 13F Falcon Wealth Planning 53.350 -4,28 3.517 5,11
2026-02-02 13F Horizon Investments, LLC 1.050.694 -10,79 70.628 -9,03
2025-11-17 13F FSA Wealth Management LLC 319 0,00 28 3,85
2026-01-27 13F Checchi Capital Advisers, LLC 194.403 18,99 13.068 21,34
2026-01-29 13F Anchyra Partners Llc 3.713 250
2025-10-30 13F Millington Financial Advisors, LLC 10.654 -3,05 704 3,23
2026-01-14 13F Accurate Wealth Management, LLC 33.647 -1,79 2.357 5,04
2025-11-21 13F Bell Investment Advisors, Inc 152.775 5,00 10.071 15,30
2025-11-12 13F Sand Hill Global Advisors, LLC 3.823 -77,93 252 -75,75
2025-11-14 13F Ieq Capital, Llc 138.248 61,37 9.113 77,23
2025-11-14 13F Vident Advisory, LLC 65.959 10,85 4.348 21,76
2026-01-20 13F Kavar Capital Partners Group, Llc 4.418 3,01 297 4,96
2026-01-23 13F TFC Financial Management 770.352 -0,38 51.783 1,58
2025-08-08 13F Strategies Wealth Advisors, LLC 0 -100,00 0
2026-01-20 13F Pflug Koory, LLC 1.964 0,00 132 2,33
2025-11-14 13F Fayez Sarofim & Co 5.812 383
2026-01-23 13F Webster Bank, N. A. 154.046 5,04 10.355 7,11
2025-11-07 13F May Hill Capital, LLC 141.831 1,52 9.350 11,48
2025-11-12 13F CIBC Bancorp USA Inc. 46.355 3.056
2025-11-13 13F Change Path, LLC 62.349 5,74 4.110 16,13
2026-02-02 13F Sunesis Advisors, LLC 3.219 0,00 216 1,89
2025-11-17 13F Greenline Partners, LLC 16.030 0,00 1.057 9,77
2026-01-26 13F Moss Adams Wealth Advisors LLC 13.778 -0,25 926 1,76
2025-10-29 13F Element Wealth, LLC 64.631 -3,79 4.260 5,65
2025-10-27 13F New Republic Capital, LLC 16.491 0,58 1.087 10,47
2025-11-05 13F Prudent Man Investment Management, Inc. 49 0,00 3 0,00
2025-11-07 13F Beacon Capital Management, LLC 0 -100,00 0
2026-01-30 13F Bogart Wealth, LLC 7.319 6,60 492 8,63
2025-11-04 13F Financial Strategies Group, Inc. 9.533 -0,69 655 13,72
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