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

iShares, Inc. - iShares Core MSCI Emerging Markets ETF
GB ˙ LSE ˙ US46434G1031
Basisstatistiken
Institutionelle Eigentümer 2331 total, 2328 long only, 0 short only, 3 long/short - change of 3,36% MRQ
Durchschnittliche Portfolioallokation 0.9370 % - change of -12,27% MRQ
Institutionelle Aktien (Long) 1.685.661.056 (ex 13D/G) - change of 135,92MM shares 8,70% MRQ
Institutioneller Wert (Long) $ 114.771.614 USD ($1000)
Institutioneller Eigentümerschaft und Aktionäre

iShares, Inc. - iShares Core MSCI Emerging Markets ETF (GB:0JLK) hat 2331 institutionelle Eigentümer und Aktionäre, die 13D/G oder 13F Formulare bei der Securities Exchange Commission (SEC) eingereicht haben. Diese Institutionen halten insgesamt 1,685,661,056 Aktien. Die größten Aktionäre sind Bank Of America Corp /de/, Morgan Stanley, Wells Fargo & Company/mn, Envestnet Asset Management Inc, Creative Planning, LPL Financial LLC, BlackRock, Inc., Jpmorgan Chase & Co, Wealthfront Advisers Llc, and UBS Group AG .

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.

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
(%)
2026-05-15 13F IHT Wealth Management, LLC 41.260 -22,53 2.878 -19,64
2026-04-13 13F 5T Wealth, LLC 60.214 -20,71 4.200 -17,72
2026-05-04 13F One Wealth Capital Management, Llc 100.363 -13,10 7.755 -0,10
2026-04-09 13F Avenue 1 Advisors, LLC 254.015 8,20 17.718 12,28
2026-04-27 13F Greenleaf Trust 907.404 1,35 63.291 5,16
2026-02-05 13F Tucker Asset Management Llc 963 65
2026-05-14 13F Strategic Financial Planning, Inc. 5.107 -82,53 635 -67,72
2026-05-14 13F Pembroke Management, LTD 55.461 -1,73 3.868 1,98
2026-05-15 13F Toroso Investments, LLC 7.180 18,97 501 23,46
2026-05-01 13F Liquid Strategies, LLC 94.877 7,99 6.618 12,06
2026-05-11 13F Jordan Park Group LLC 6.808.959 -0,26 472.931 3,06
2026-05-12 13F Focused Alpha, Llc 7.823 -6,94 546 -3,54
2026-04-13 13F Bank of New Hampshire 260 0,00 18 5,88
2026-05-07 13F Vision Retirement, LLC 20.020 -6,79 1.396 -3,26
2026-04-21 13F Huntleigh Advisors, Inc. 4.745 25,53 331 29,92
2026-05-05 13F Schwallier Wealth Management LLC 6.585 11,20 459 6,99
2026-05-05 13F D.a. Davidson & Co. 105.852 59,80 7.383 65,84
2026-05-08 13F Banco Santander, S.A. 64.376 -30,20 4.490 -27,57
2026-05-01 13F Hills Bank & Trust Co 10.928 10,64 762 14,93
2026-05-04 13F Stirlingshire Investments, Inc. 7.295 -9,49 509 -6,10
2026-05-05 13F Cullen/frost Bankers, Inc. 27.445 4,14 1.914 8,07
2026-05-14 13F BTG Pactual Asset Management US LLC 13.267 11,05 925 29,01
2026-04-29 13F Connable Office Inc 1.037.651 20,86 72.376 25,41
2026-05-15 13F Inspire Advisors, LLC 28.102 24,70 1.960 29,46
2026-04-22 13F CrossGen Wealth, LLC 1.395 97
2026-04-27 13F Strathmore Capital Advisors, Inc. 6.986 546
2026-04-20 13F Jfs Wealth Advisors, Llc 322.818 -0,31 22.517 3,44
2026-04-23 13F SevenBridge Financial Group, LLC 0 -100,00 0
2026-01-07 13F Yeomans Consulting Group, Inc. 24.418 1.641
2026-05-01 13F S. R. Schill & Associates 75.350 5.256
2026-05-04 13F Bleakley Financial Group, LLC 1.387.819 17,01 96.800 21,41
2026-04-29 13F Unified Investment Management 10.100 5,75 704 9,66
2026-04-30 13F Nuveen, LLC 2.191.664 3,51 152.869 7,41
2026-04-10 13F Centurion Wealth Management LLC 88.990 -5,93 6.207 -2,37
2026-05-05 13F BCGM Wealth Management, LLC 110.347 -35,89 7.697 -33,48
2026-04-17 13F Hanson & Doremus Investment Management 5.910 11,30 0
2026-04-21 13F Roth Financial Partners LLC 139.749 0,55 9.736 4,20
2026-05-14 13F Fortis Advisors, LLC 31.475 27,95 2.195 32,79
2026-05-12 13F Adventist Health System/ West 5.601 391
2026-05-14 13F Johnson Financial Group, LLC 4.527 -18,00 316 -15,09
2026-04-28 13F Astoria Portfolio Advisors LLC. 169.267 -19,71 13.206 -17,18
2026-05-15 13F Silver Grove Financial Group, Inc. 281 -94,81 20 -94,68
2026-05-15 13F Rehmann Capital Advisory Group 283.937 -0,13 19.803 3,04
2026-04-27 13F JB Capital LLC 1.871.663 -15,67 130.549 -12,50
2026-04-13 13F Plan Group Financial, LLC 4.898 342
2026-05-12 13F Cheviot Value Management, LLC 60 0,00 4 0,00
2026-05-12 13F BlackDiamond Wealth Management Inc. 9.997 -45,98 697 -49,24
2026-05-11 13F Blue Bell Private Wealth Management, Llc 2.089 47,32 146 52,63
2026-05-06 13F Cornerstone Planning Group LLC 86.362 29,19 6.922 39,09
2026-04-21 13F Financial Consulate, Inc 511 0,00 36 2,94
2026-04-13 13F Hudson Capital Management LLC 5.585 -95,60 390 -95,44
2026-04-30 13F Beacon Financial Group 4.228 -47,91 295 -46,06
2026-05-05 13F Smith, Moore & Co. 115.379 8,03 8.048 12,09
2026-05-06 13F Ceera Investments, Llc 3.660 5,17 255 9,44
2026-04-07 13F Hobart Private Capital, LLC 0 -100,00 0
2026-04-30 13F CarsonAllaria Wealth Management, Ltd. 90.550 0,03 6.316 3,78
2026-04-29 13F Duncker Streett & Co Inc 93 6
2026-01-12 13F Kopp Family Office, LLC 0 -100,00 0
2026-04-29 13F Richmond Investment Services, LLC 96.163 147,68 6.707 157,07
2026-05-13 13F Tobias Financial Advisors, Inc. 400.843 0,83 27.959 4,62
2026-04-30 13F Financial Freedom, LLC 4.154 5,51 290 9,47
2026-04-16 13F Triad Wealth Partners, LLC 333.512 -19,30 23.262 -16,26
2026-04-06 13F Trust Co of the South 9.016 0,00 629 3,63
2026-05-01 13F Slagle Financial, LLC 5.246 -12,48 366 -9,20
2026-05-08 13F Guidance Capital, Inc 227.066 -0,56 18.199 10,76
2026-05-11 13F TD Capital Management LLC 106 0,00 7 0,00
2026-05-11 13F Elevation Wealth Management LLC 10.921 -11,25 762 -7,98
2026-05-15 13F Strive Financial Group ,LLC 26.314 9,13 1.835 13,27
2026-04-17 13F/A Founders Financial Securities Llc 178.641 -0,19 13.209 9,78
2026-05-01 13F Castle Wealth Management Llc 3.180 0,00 222 3,76
2026-05-05 13F Putnam Fl Investment Management Co 1.209.143 13.767,91 84.338 14.291,98
2026-05-14 13F Tempo Wealth, LLC 7.591 3,73 529 7,74
2026-04-08 13F Cadent Capital Advisors, LLC 3.384 0,00 236 3,96
2026-04-09 13F Leverty Financial Group, LLC 437.551 0,85 30.519 4,65
2026-05-04 13F Mml Investors Services, Llc 6.222.866 -14,65 434.045 -11,44
2026-05-13 13F Philadelphia Trust Co 9.888 0,00 1
2026-05-11 13F Convergence Financial, LLC 83.111 -13,81 5.797 -10,57
2026-05-04 13F Barrett & Company, Inc. 2.727 -1,05 190 2,70
2026-05-04 13F Hexagon Capital Partners LLC 12.761 23,08 890 27,87
2026-04-16 13F Spectrum Planning & Advisory Services Inc. 83.151 -31,63 5.800 -29,06
2026-05-06 13F Gerber Kawasaki Wealth & Investment Management 13.685 3,08 955 6,95
2026-04-22 13F Aspire Private Capital, LLC 18.302 -9,58 1.277 -6,18
2026-04-15 13F Client 1st Advisory Group, Llc 21.067 -0,44 1.469 3,31
2026-05-01 13F Wilian Securities, LLC 3.573 -2,43 249 1,22
2026-06-03 13F DBK Financial Counsel, LLC 11.211 -11,35 782 -8,12
2026-05-05 13F Collaborative Wealth Managment Inc. 4.914 -27,54 343 -24,84
2026-05-05 13F Legacy Advisors, LLC 0 -100,00 0
2026-04-29 13F Kaydan Wealth Management, Inc. 12.278 6,25 856 10,31
2026-01-16 13F Hopwood Financial Services, Inc. 0 -100,00 0
2026-01-29 13F Advantage Trust Co 0 -100,00 0
2026-02-06 13F Mach-1 Financial Group, Inc. 0 -100,00 0
2026-05-18 13F Hamilton Wealth, LLC 71.235 2.148,58 4.969 2.243,40
2026-05-12 13F Laurel Wealth Advisors LLC 0 -100,00 0
2026-05-12 13F Resurgent Financial Advisors LLC 8.382 -48,76 585 -46,86
2026-04-28 13F Probity Advisors, Inc. 182.019 0,04 12.696 3,80
2026-04-28 13F Tempus Wealth Planning, LLC 12.207 -24,12 851 -21,28
2026-04-13 13F Robinhood Asset Management, LLC 7.262 -13,15 507 -9,96
2026-04-15 13F Founders Grove Wealth Partners, Llc 35.098 -1,91 2.448 1,79
2026-04-29 13F Sageworth Trust Co 6.385 0,00 445 3,73
2026-04-01 13F Bangor Savings Bank 21.385 1,11 1.492 4,93
2026-04-22 13F JNBA Financial Advisors 13.361 -0,47 932 3,22
2026-04-22 13F tru Independence LLC 11.325 -15,18 790 -12,04
2026-04-23 13F Kohmann Bosshard Financial Services, LLC 1.262 0,00 88 3,57
2026-04-30 13F Beirne Wealth Consulting Services, LLC 144.793 -6,20 10.101 -2,67
2026-04-27 13F Qrg Capital Management, Inc. 37.502 -1,52 2.616 2,19
2026-05-11 13F Atlas Legacy Advisors, LLC 15.856 7,53 1.106 11,50
2026-05-05 13F Marks Group Wealth Management, Inc 242.992 7,74 16.949 11,79
2026-04-30 13F First Horizon Corp 628 0,00 44 2,38
2026-04-09 13F VERITY Wealth Advisors 15.852 30,73 1.106 35,58
2026-04-23 13F 3Chopt Investment Partners, LLC 7.428 0,30 518 4,23
2026-04-13 13F Augustine Asset Management Inc 6.049 22,05 422 26,43
2026-05-08 13F Valeo Financial Advisors, LLC 2.956.984 0,91 206.250 4,71
2026-04-10 13F Bouvel Investment Partners, LLC 4.525 0,00 316 3,62
2026-04-27 13F Citizens & Northern Corp 332.751 0,33 23.209 4,10
2026-05-11 13F Canopy Partners, LLC 70.679 -1,46 4.930 2,24
2026-05-15 13F Turim 21 Investimentos Ltda. 6.891 -96,84 481 -96,73
2026-04-29 13F Cary Street Partners Financial Llc 11.110 22,68 775 27,30
2026-05-13 13F South Plains Financial, Inc. 72.055 19,72 5.026 24,23
2026-04-23 13F Lazari Capital Management, Inc. 3.297 0,00 230 3,62
2026-05-11 13F Wells Fargo & Company/mn 87.384.260 13,93 6.095.052 18,21
2026-05-07 13F Centerpoint Advisors, LLC 711 -5,20 0
2026-05-12 13F Northwest Bancshares, Inc. 16.335 0,60 1.139 4,40
2026-04-22 13F Essential Planning, LLC. 28.263 18,92 1.971 23,42
2026-04-28 13F Winthrop Capital Management, LLC 80.044 6,49 6 0,00
2026-04-08 13F Miracle Mile Advisors, LLC 219.323 10,22 15.298 14,37
2026-04-09 13F Peterson Wealth Advisors, LLC 8.257 -0,71 576 2,86
2026-05-15 13F MidFirst Bank 45.572 28,53 3.179 33,36
2026-04-29 13F Navalign, LLC 0 -100,00 0
2026-05-08 13F Asset Management One Co., Ltd. 7.184.416 2,03 501.113 5,87
2026-05-14 13F Baird Financial Group, Inc. 2.432.761 0,80 169.685 4,60
2026-04-30 13F Mascoma Wealth Management LLC 939 53,93 65 58,54
2026-04-17 13F Anchyra Partners Llc 4.164 12,15 290 16,47
2026-05-01 13F Martel Wealth Advisors Inc 137.007 -6,09 9.556 -2,55
2026-05-06 13F Financiere des Professionnels - Fonds d,investissement inc. 1.801.448 5,26 125.651 9,23
2026-05-14 13F Hilltop Holdings Inc. 11.871 -44,99 828 -42,90
2026-04-20 13F Inscription Capital, LLC 6.025 1,24 420 5,00
2026-05-12 13F Omega Financial Group, LLC 149.522 4,67 10.429 8,61
2026-02-12 13F Litman Gregory Asset Management LLC 670.474 -3,67 45.069 -1,77
2026-05-06 13F BOCHK Asset Management Ltd 1.120 78
2026-04-21 13F Trevian Wealth Management LLC 47.473 3,16 3.311 7,05
2026-05-12 13F Chesapeake Asset Management Llc 2.217 0,00 155 3,36
2026-05-14 13F Us Bancorp \de\ 29.529.985 2,03 2.059.743 5,87
2026-05-05 13F SOUTH STATE Corp 5.429 1,61 379 5,29
2026-05-08 13F Maia Wealth LLC 120.555 -16,85 8.409 -22,31
2026-05-12 13F Alerus Financial Na 24 -64,18 2 -75,00
2026-04-29 13F Invested Advisors 14.118 -0,84 985 2,82
2026-05-07 13F Fedenia Advisers LLC 11.888 -55,48 829 -53,79
2026-05-11 13F Bailard, Inc. 20.868 2,10 1.456 5,97
2026-02-06 13F Redmont Wealth Advisors Llc 17.008 0,00 1.143 1,96
2026-04-20 13F CWA Asset Management Group, LLC 22.058 12,22 1.539 16,43
2026-04-28 13F Berger Financial Group, Inc 9.239 0,14 644 3,87
2026-05-05 13F Quartz Partners, LLC 29.752 -9,95 2.075 -6,57
2026-05-02 13F Auxano Advisors, LLC 27.703 0,11 1.932 3,87
2026-01-29 13F Comerica Bank 1.356.146 12,57 91.160 14,79
2026-05-14 13F Spectrum Strategic Capital Management, LLC 3.532 -11,59 246 -8,21
2026-04-22 13F Ohio National Investments, Inc. 365.482 0,00 25.492 3,77
2026-02-12 13F von Borstel & Associates, Inc. 0 -100,00 0
2026-02-11 13F MidWestOne Financial Group, Inc. 46.988 -3,74 3.159 -1,83
2026-05-14 13F Wrenne Financial Planning LLC 4.308 0,00 300 3,81
2026-05-13 13F Mackenzie Financial Corp 11.040 5,14 770 9,07
2026-04-13 13F Richard P Slaughter Associates Inc 154.132 28,68 10.751 33,52
2026-04-29 13F Am Investment Strategies Llc 3.856 0,00 0
2026-04-13 13F BFI Infinity Ltd. 8.745 -11,15 610 -7,87
2026-04-14 13F West Branch Capital LLC 495 10,49 35 13,33
2026-04-21 13F Valley Forge Investment Consultants Inc Adv 15.073 0,00 1.051 3,75
2026-05-14 13F Mill Creek Capital Advisors, LLC 2.508.449 4,84 174.964 8,78
2026-04-21 13F Avaii Wealth Management, Llc 4.673 7,01 326 10,92
2026-05-14 13F Diversified Enterprises, LLC 53.571 -3,24 3.737 0,40
2026-04-20 13F Focused Wealth Management, Inc 7.018 0,00 489 3,82
2026-04-13 13F Foster Group, Inc. 466.690 -1,98 32.552 1,71
2026-04-16 13F BlueSky Wealth Advisors, LLC 23.162 -18,58 1.616 -15,53
2026-05-01 13F Beverly Hills Private Wealth, LLC 5.602 -11,02 391 -7,80
2026-04-21 13F Founders Capital Management 200 100,00 14 116,67
2026-05-04 13F Oasis Advisors, LLC 41.703 2.964
2026-04-27 13F HB Wealth Management, LLC 57.961 20,26 4.043 24,79
2026-04-28 13F B.O.S.S. Retirement Advisors, LLC 51.740 -47,82 3.609 -45,87
2026-04-16 13F Consolidated Planning Corp 0 -100,00 0
2026-04-27 13F Koshinski Asset Management, Inc. 14.250 7,23 994 11,20
2026-05-13 13F Clearbridge Investments, LLC 20.260 -19,34 1.413 -16,29
2026-04-27 13F Turtle Creek Wealth Advisors, LLC 71.685 4,96 5.000 8,91
2026-05-07 13F Tacita Capital Inc 77.946 -3,84 5.437 -0,22
2026-04-29 13F Renasant Bank 34.586 72,14 2.412 78,67
2026-02-17 13F Snowden Capital Advisors LLC 187.193 9,95 12.583 12,12
2026-05-13 13F ETF Portfolio Partners, Inc. 0 -100,00 0
2026-05-18 13F Twin Lakes Capital Management, LLC 697 0,00 49 4,35
2026-05-15 13F Van Diest Capital, LLC 10.248 80,80 715 87,40
2026-04-22 13F Bravera Wealth 2.200 191,39 153 206,00
2026-05-12 13F Cascade Financial Partners, LLC 233.107 -4,24 16.259 -0,63
2026-04-24 13F Boston Trust Walden Corp 101.196 1.435,83 7.058 1.496,83
2026-05-05 13F West Michigan Advisors, Llc 5.004 6,15 349 10,44
2026-05-15 13F Wealth Watch Advisors, INC 0 -100,00 0
2026-02-06 13F Eqis Capital Management, Inc. 0 -100,00 0
2026-05-08 13F Sofos Investments, Inc. 572 0,00 40 2,63
2026-05-07 13F MONECO Advisors, LLC 13.987 -10,22 976 -6,88
2026-05-08 13F Marble Harbor Investment Counsel, LLC 2.960 206
2026-04-27 13F Beacon Advisors Holdings, Llc 185.342 0,16 12.928 3,93
2026-05-15 13F Lazard Asset Management Llc 146.811 -12,26 10.240 -8,95
2026-05-19 13F Silicon Valley Capital Partners 638 45
2026-05-15 13F Pinney & Scofield, Inc. 6.344 0,79 442 4,49
2026-05-11 13F Fourth Dimension Wealth, LLC 13.874 1,97 968 5,80
2026-05-08 13F Minot DeBlois Advisors LLC 63.933 -1,20 4.459 2,53
2026-05-09 13F MSH Capital Advisors LLC 24.965 -18,96 1.741 -15,89
2026-05-13 13F BCJ Capital Management, LLC 556.491 -12,58 38.815 -9,29
2026-04-21 13F Quad-Cities Investment Group, LLC 3.976 -6,69 277 -3,15
2026-04-29 13F CVA Family Office, LLC 10.441 -0,97 728 2,82
2026-01-23 13F Bowman & Co S.C. 9.166 4,95 616 7,13
2026-04-16 13F Strategic Advisory Partners, Llc 13.800 0,55 963 4,34
2026-04-15 13F Merit Financial Group, LLC 1.878.466 -27,33 131.023 -24,59
2026-05-11 13F RiverFront Investment Group, LLC 1.123.183 10,38 78.342 14,53
2026-05-16 13F Guardian Partners Inc. 0 -100,00 0
2026-05-14 13F Hazlett, Burt & Watson, Inc. 2.958 4,05 0
2026-05-15 13F MAI Capital Management 2.359.105 4,25 164.548 8,17
2026-05-16 13F Opal Capital Llc 0 -100,00 0
2026-04-21 13F Family Wealth Group, LLC 61.594 -14,56 4.296 -11,33
2026-04-30 13F Dara Capital Us, Inc. 17.770 0,00 1.239 3,77
2026-04-13 13F Community Trust & Investment Co 8.759 0,00 611 3,74
2026-05-15 13F Brown Advisory Inc 1.392.402 24,12 97.120 28,79
2026-05-14 13F Gunpowder Capital Management, LLC dba Oliver Wealth Management 806 -27,52 56 -24,32
2026-05-11 13F Salomon & Ludwin, LLC 111.871 -2,82 7.782 -3,02
2026-04-08 13F Heritage Family Offices, LLP 26.630 -6,44 1.857 -2,93
2026-04-15 13F Cranbrook Wealth Management, LLC 60.139 -2,22 4.195 1,45
2026-04-30 13F Simplicity Wealth,LLC 263.682 2,79 18.392 6,66
2026-04-28 13F Stephens Inc /ar/ 10.695 46,91 746 52,35
2026-05-06 13F Cabot-Wellington, LLC 316.527 3,64 22.078 7,55
2026-04-21 13F Decker Retirement Planning Inc. 5.945 -0,45 415 3,24
2026-04-13 13F Cogent Private Wealth, Inc. 11.717 0,26 817 4,08
2026-05-13 13F Tiemann Investment Advisors, Llc 17.893 -0,94 1.248 2,80
2026-05-14 13F Rockbridge Investment Management, LCC 429.197 2,92 29.937 6,79
2026-04-15 13F NorthAvenue LLC 4.155 -0,76 290 2,85
2026-04-17 13F Essex Savings Bank 16.766 -2,00 1.169 1,74
2026-05-12 13F Thoroughbred Financial Services, Llc 5.945 -1,10 0
2026-05-14 13F Seven Post Investment Office LP 7.324 -0,20 511 3,45
2026-05-06 13F Atlantic Trust, LLC 1.544 9,27 108 13,83
2026-04-16 13F CogentBlue Wealth Advisors, LLC 21.348 -4,88 1.489 -1,33
2026-04-27 13F Meredith Wealth Planning 5.593 -2,00 390 1,83
2026-04-09 13F Victrix Investment Advisors 11.556 -0,34 806 3,47
2026-04-21 13F Trueblood Wealth Management, LLC 23.045 7,99 1.607 12,06
2026-05-07 13F Sage Advisory Services, Ltd.Co. 106.101 27,52 7.401 32,33
2026-04-28 13F Core Wealth Advisors, Llc 111.787 -10,85 7.797 -7,49
2026-05-06 13F World Equity Group, Inc. 15.781 -8,75 1.101 -5,34
2026-04-28 13F Walkner Condon Financial Advisors LLC 15.776 -3,17 1.100 0,46
2026-05-12 13F Tufton Capital Management 11.944 5,94 1
2026-04-29 13F Clare Market Investments LLC 13.000 907
2026-04-16 13F Klaas Financial Asset Advisors, LLC 23.667 -77,12 1.651 -76,27
2026-02-17 13F High Falls Advisors, Inc 406.202 24,86 27.305 27,32
2026-05-12 13F Partners Capital Investment Group, Llp 2.187.140 3,46 152.553 7,35
2026-05-15 13F Advisor Group Holdings, Inc. 3.572.002 17,17 249.226 21,55
2026-05-07 13F Agf Management Ltd 13.970 0,00 974 3,73
2026-04-30 13F Fulcrum Capital LLC 5.480 0,00 382 3,80
2026-05-13 13F Synergy Financial Management, LLC 6.373 32,91 445 37,89
2026-05-14 13F SlateStone Wealth, LLC 46.029 -0,77 3 0,00
2026-05-15 13F Nepc Llc 183.588 -1,17 12.805 2,55
2026-04-29 13F SilverOak Wealth Management LLC 5.599 0,00 391 3,72
2026-04-28 13F Goldstein Advisors, LLC 19.947 -11,68 1.391 -8,37
2026-04-21 13F Wesbanco Bank Inc 9.113 0,00 636 3,76
2026-05-14 13F Bank Of Nova Scotia 0 -100,00 0
2026-04-10 13F Impact Capital Partners LLC 4.413 -17,65 308 -14,72
2026-05-11 13F Amitell Capital Pte Ltd 61.057 93,12 4.259 100,38
2026-05-13 13F Daiwa Securities Group Inc. 469.500 20,48 32.748 125.850,00
2026-05-15 13F Laird Norton Trust Company, Llc 97.618 -0,02 6.809 3,73
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 53.434 13,90 3.707 17,54
2026-05-06 13F HighMark Wealth Management LLC 733 0,00 51 4,08
2026-04-06 13F CX Institutional 16.690 -6,10 1 0,00
2026-05-13 13F Banque Transatlantique SA 158 11
2026-05-12 13F M Holdings Securities, Inc. 51.748 5,29 4 33,33
2026-05-13 13F Elm Partners Management LLC 1.791.143 20,70 120.580 20,88
2026-05-06 13F Lockheed Martin Investment Management Co 1.020.000 2,72 71.145 6,59
2026-04-10 13F Country Trust Bank 4.222 0,00 294 3,89
2026-05-13 13F Cynosure Management, Llc 8.067 -9,63 563 -6,33
2026-04-17 13F Cornell Pochily Investment Advisors, Inc. 7.245 1,39 505 5,21
2026-01-20 13F Global Trust Asset Management, LLC 0 -100,00 0 -100,00
2026-04-17 13F Mainstream Capital Management LLC 11.749 -0,28 819 3,54
2026-04-15 13F Belleair Asset Management, LLC 19.678 0,17 1.373 3,94
2026-04-22 13F Cantor Fitzgerald Investment Adviser L.p. 59.015 -11,29 4.116 -7,94
2026-04-08 13F Icapital Wealth Llc 31.897 2.225
2026-04-13 13F Pettinga Financial Advisors, LLC 13.284 -30,01 927 -27,37
2026-04-27 13F Smith & Howard Wealth Management, LLC 191.210 -0,77 13.337 2,96
2026-05-12 13F Advocacy Wealth Management Services, LLC 20.804 0,00 1.451 3,79
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 424.155 -45,25 29.585 -43,19
2026-04-22 13F Evensky & Katz LLC 121.363 -9,82 8 -11,11
2026-04-23 13F Farmers & Merchants Investments Inc 2.444 70,19 170 77,08
2026-05-12 13F Strategic Wealth Partners, Ltd. 16.588 13,49 1.157 17,82
2026-04-21 13F Red Tortoise LLC 39.874 -1,42 2.781 2,28
2026-05-01 13F Avid Wealth Partners LLC 118.272 4,64 8.249 8,58
2026-05-13 13F Ubs Asset Management Americas Inc 5.287.290 310,70 368.788 326,16
2026-04-30 13F Hassell Wealth Management, LLC 9.620 0,03 671 -1,61
2026-05-11 13F Texas Capital Bank Wealth Management Services Inc 839.785 47,27 58.575 52,82
2026-04-09 13F Goelzer Investment Management, Inc. 11.556 189,84 806 200,75
2026-05-12 13F/A Signature Securities Group Corporation 17.153 -0,22 1.196 3,55
2026-05-13 13F Callan Family Office, LLC 187.818 68,02 13.100 74,36
2026-02-10 13F Principia Wealth Advisory, LLC 32 0,00 2 0,00
2026-05-12 13F Rathbone Brothers plc 49.311 10,43 3.439 14,60
2026-02-10 13F Rational Advisors Llc 0 -100,00 0
2026-05-01 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 3.718.473 259.363
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 110.760 41,66 7.726 47,00
2026-05-11 13F RWM Asset Management, LLC 4.712 58,92 329 52,56
2026-05-15 13F Talisman Wealth Advisors LLC 14.552 10,33 1.015 14,43
2026-05-15 13F Vance Wealth, Inc. 68.180 -2,87 4.756 0,78
2026-05-07 13F Greykasell Wealth Strategies, Inc. 10.755 0,00 750 3,88
2026-05-14 13F Rare Wolf Capital LLC 11.157 0,02 778 3,87
2026-05-01 13F/A Lodestone Wealth Management LLC 341 0,00 24 4,55
2026-04-20 13F Ronald Blue Trust, Inc. 2.349.281 -4,67 163.862 -1,08
2026-04-22 13F Avantra Family Wealth, Inc. 18.098 1,02 1.262 4,82
2026-04-22 13F Vicus Capital 160.057 -9,44 11.164 -6,03
2026-05-01 13F Diversify Wealth Management, Llc 286.067 53,19 22.019 67,32
2026-04-16 13F Blue Zone Wealth Advisors, LLC 10.192 -4,52 711 -0,98
2026-04-16 13F Cornerstone Management, Inc. 85.239 2,46 5.945 6,31
2026-04-13 13F First Hawaiian Bank 233.174 8,28 16.264 12,35
2026-04-15 13F AlphaStar Capital Management, LLC 5.691 4,38 397 8,20
2026-04-15 13F Financial Management Professionals, Inc. 485.232 -2,03 33.845 1,65
2026-05-01 13F University of Pittsburgh - Of the Commonwealth System of Higher Education 1.933.838 0,00 134.885 3,76
2026-04-30 13F BRYN MAWR TRUST Co 31.386 22,19 2.189 26,83
2026-04-13 13F Hm Payson & Co 5.175 3,11 361 6,82
2026-05-20 13F/A Arete Wealth Advisors, LLC 68.474 -9,29 4.777 95.420,00
2026-05-11 13F Hamrick Investment Counsel, llc 285 -20,17 20 -17,39
2026-05-13 13F Lavaca Capital Llc 661 -11,39 46 -8,00
2026-05-15 13F Warren Averett Asset Management, LLC 335.900 7,65 23.429 11,70
2026-04-23 13F Emerald Advisors, LLC 173.761 7,93 12.120 12,00
2026-04-15 13F Occidental Asset Management, LLC 26.316 -0,96 1.836 2,74
2026-04-13 13F Mkd Wealth Coaches, Llc 27.249 -16,54 1.901 -13,40
2026-04-20 13F Brandywine Oak Private Wealth Llc 135.526 5,73 9.453 9,70
2026-05-01 13F Financial Connections Group, Inc. 70 0
2026-05-15 13F Resources Management Corp /ct/ /adv 30 -86,11 0
2026-05-05 13F UBS Group AG Call 186.609 13.016
2026-05-05 13F UBS Group AG 37.646.267 161,66 2.625.827 171,51
2026-05-11 13F Linscomb & Williams, Inc. 12.925 902
2026-04-28 13F SBI Securities Co., Ltd. 2.451 9,32 171 13,33
2026-05-06 13F Arcus Capital Partners, LLC 13.274 -47,82 926 -45,91
2026-04-29 13F Rocky Mountain Advisers, Llc 384 0,00 27 4,00
2026-05-04 13F Rogco, Lp 137.083 0,17 9.562 3,94
2026-05-15 13F Chai Trust Co Llc 594.544 0,00 41.469 3,76
2026-04-10 13F YHB Investment Advisors, Inc. 120.029 4,90 8.372 8,85
2026-04-16 13F Upper Left Wealth Management, LLC 16.446 9,86 1.147 14,02
2026-04-21 13F Cambient Family Office, Llc 26.396 20,62 1.841 25,15
2026-05-11 13F Pathstone Holdings, LLC 1.562.950 15,23 109.015 19,57
2026-04-16 13F True Vision MN LLC 124.107 -11,76 8.656 -8,43
2026-05-15 13F Gallagher Fiduciary Advisors, LLC 264.491 -2,70 18.448 0,96
2026-05-08 13F Vanguard National Trust Co 12.727 888
2026-04-23 13F Interchange Capital Partners, LLC 79.720 -30,65 4.324 -44,03
2026-05-07 13F Marshall & Sterling Wealth Advisors Inc. 1.201 0,00 84 3,75
2026-05-14 13F Aspirean Wealth, LLC 118.235 1,51 8.247 5,33
2026-04-28 13F ORG Wealth Partners, LLC 242 -5,10 17 -5,88
2026-04-14 13F Sterling Investment Advisors Llc /adv 266.241 -4,28 18.570 -0,68
2026-05-04 13F Westside Investment Management, Inc. 53.916 3,35 3.760 7,15
2026-04-28 13F Stratos Wealth Advisors, LLC 155.554 0,95 10.850 4,75
2026-04-28 13F Ti-trust, Inc 3.974 0,00 277 3,75
2026-05-15 13F Saranac Partners Ltd 0 -100,00 0
2026-05-11 13F Elevate Wealth Advisory, Inc 89.425 5,16 6.237 9,11
2026-05-15 13F Glen Eagle Advisors, LLC 5.608 6,66 391 10,76
2026-05-01 13F Midwest Trust Co 295.306 6,36 20.598 10,36
2026-05-14 13F HighPoint Advisor Group LLC 16.559 7,18 1.155 11,18
2026-05-13 13F River Wealth Advisors LLC 209.199 43,92 14.592 49,34
2026-04-15 13F Single Point Partners, LLC 158.237 0,51 11.037 4,30
2026-04-27 13F Nationwide Fund Advisors 3.801.904 -7,05 265.183 -3,55
2026-05-13 13F Bank Of Montreal /can/ 9.020.598 29,50 629.187 34,37
2026-04-20 13F Independent Wealth Network Inc. 8.087 9,43 564 13,71
2026-04-29 13F Financial Life Advisors 6.307 50,67 440 56,23
2026-04-28 13F Howe & Rusling Inc 15.789 9,21 1.101 13,39
2026-04-22 13F Janney Montgomery Scott LLC 3.605.987 -7,57 252 -4,20
2026-04-29 13F Montag A & Associates Inc 20.847 843,73 1.454 882,43
2026-05-14 13F Inherent Management Corp. 415.605 0,00 28.988 3,77
2026-04-29 13F Efficient Advisors, LLC 3.225 -7,43 225 -4,27
2026-04-27 13F Platform Technology Partners 3.579 250
2026-05-04 13F Texas Yale Capital Corp. 119.070 1,38 8.305 5,21
2026-04-17 13F Defined Wealth Management, Llc 87.434 2,37 6.099 6,22
2026-05-12 13F Icon Wealth Advisors, LLC 696.636 -5,93 53.620 7,71
2026-05-15 13F Westwood Holdings Group Inc 13.923 -0,49 971 3,30
2026-04-07 13F Twele Capital Management, Inc. 221.123 -6,11 15.423 -2,58
2026-04-22 13F Finley Financial, LLC 21.371 0,00 1.491 3,76
2026-04-21 13F Pflug Koory, LLC 1.964 0,00 137 3,03
2026-05-07 13F Key Capital Management, INC 51.816 77,61 3.614 84,29
2026-04-16 13F EdgeRock Capital LLC 5.617 18,80 392 23,34
2026-04-24 13F 4Thought Financial Group Inc. 45.915 -18,56 3.203 -15,49
2026-04-16 13F Southern Capital Advisors, Llc 81.078 -1,04 5.655 2,69
2026-04-29 13F CFS Investment Advisory Services, LLC 134.910 -57,52 10.536 -50,65
2026-05-15 13F Pointe Capital Management LLC 96.689 2,47 6.744 6,34
2026-05-05 13F Black Diamond Financial, LLC 168.232 7,07 11.734 11,10
2026-05-13 13F Keystone Financial Group 286.188 16,68 19.993 21,26
2026-05-12 13F Moneta Group Investment Advisors Llc 5.559.794 -1,88 387.796 1,81
2026-02-17 13F Risk Paradigm Group, LLC 0 -100,00 0
2026-04-20 13F Dopkins Wealth Management, Llc 5.209 0,54 363 4,31
2026-05-12 13F Atlantic Union Bankshares Corp 133.729 35,30 9.328 40,38
2026-04-17 13F Presilium Private Wealth, Llc 4.535 15,28 316 19,70
2026-04-13 13F CGC Financial Services, LLC 80 -98,11 6 -98,25
2026-05-08 13F First National Advisers, LLC 3.760 0,00 262 3,97
2026-04-20 13F Leeward Financial Partners, LLC 34.845 2.430
2026-05-11 13F National Wealth Management Group, LLC 13.688 -4,69 955 -1,14
2026-04-13 13F Compass Ion Advisors, LLC 6.379 1,13 445 4,72
2026-04-13 13F Arwa Llc 31.976 -19,60 2.364 -11,56
2026-05-01 13F Blume Capital Management, Inc. 700 49
2026-05-15 13F Coppell Advisory Solutions LLC 0 -100,00 0
2026-04-27 13F Evolution Wealth Management Inc. 2.267 -0,87 158 3,27
2026-05-13 13F Petra Financial Advisors Inc 0 -100,00 0
2026-05-05 13F One Day In July LLC 12.858 6,22 897 10,21
2026-05-14 13F RMG Wealth Management LLC 0 -100,00 0
2026-04-10 13F Insight Wealth Strategies, LLC 185.574 61,39 12.944 67,46
2026-04-20 13F Sowell Financial Services LLC 137.669 -2,99 9.602 0,66
2026-05-05 13F Woodmont Investment Counsel Llc 33.529 -1,49 2.339 2,23
2026-04-20 13F Courier Capital Llc 100.060 2,34 6.979 6,19
2026-05-04 13F Principal Financial Group Inc 27.275 -3,95 1.902 -0,31
2026-05-08 13F Westview Management dba Westview Investment Advisors 0 -100,00 0
2026-05-04 13F Alta Wealth Advisors LLC 27.151 88,27 1.894 95,36
2026-04-01 13F Rowland & Co Investment Counsel/adv 4.639 324
2026-05-14 13F Lebenthal Global Advisors, LLC 77.578 5.411
2026-04-22 13F apricus wealth, LLC 5.275 3,43 368 7,31
2026-05-06 13F Keystone Financial Services 277.522 7,42 19.357 11,46
2026-04-30 13F Sumitomo Mitsui Trust Holdings, Inc. 475.080 0,35 33.137 4,13
2026-05-11 13F Allianz Asset Management GmbH 199.650 -69,84 13.926 -68,71
2026-04-24 13F Courage Miller Partners, LLC 7.095 -0,13 495 3,56
2026-05-06 13F Assetmark, Inc 9.297.033 4,11 648.468 8,03
2026-05-14 13F Fort Point Capital Partners LLC 99.952 -3,30 6.972 -5,25
2026-04-02 13F Stairway Partners, LLC 3.180.698 0,22 221.854 3,99
2026-04-17 13F James J. Burns & Company, LLC 78.390 -2,97 5.468 0,68
2026-04-24 13F Family Investment Center, Inc. 19.059 0,40 1.329 4,15
2026-05-01 13F Mowery & Schoenfeld Wealth Management, LLC 0 -100,00 0
2026-04-21 13F Instrumental Wealth, Llc 3.448 21,71 240 10,60
2026-04-24 13F Private Advisor Group, LLC 766.809 -0,82 53.485 2,92
2026-04-28 13F Bryant Woods Investment Advisors, LLC 107.683 -2,82 7.511 0,85
2026-05-14 13F Ssi Investment Management Llc 142.537 -24,22 9.942 -21,38
2026-05-04 13F Calamos Wealth Management LLC 31.835 2,77 2.220 6,63
2026-04-29 13F Investment Research Partners LLC 14.055 -2,26 980 1,45
2026-04-21 13F Trust Co Of Virginia /va 5.480 5,57 382 9,77
2026-04-22 13F Joel Isaacson & Co., LLC 5.087 0,00 355 3,81
2026-04-15 13F Optivise Advisory Services LLC 12.479 -0,20 870 3,57
2026-05-11 13F Municipal Employees' Retirement System of Michigan 3.313.829 -36,61 231 -34,19
2026-02-17 13F MGB Wealth Management, LLC 2.816 0,00 189 2,16
2026-02-09 13F Prairie Wealth Advisors, Inc. 0 230
2026-05-07 13F Legacy Wealth Managment, LLC/ID 1.320 39,39 92 46,03
2026-05-07 13F Rothschild Investment Llc 3.709 11,75 259 15,70
2026-05-13 13F Mpwm Advisory Solutions, Llc 12 -97,46 1 -100,00
2026-04-21 13F Morton Capital Management LLC/CA 7.286 125,57 508 134,10
2026-02-17 13F Main Street Financial Solutions, LLC 7.140 -69,33 480 -68,77
2026-04-30 13F Manning & Napier Advisors Llc 158 -20,20 11 -23,08
2026-05-04 13F Lifeworks Advisors, LLC 16.161 -14,22 1.127 -10,98
2026-05-12 13F Jeter Robert S II 4.359 362
2026-01-07 13F Puff Wealth Management, Llc 27.837 53,09 1.921 60,27
2026-04-14 13F Beacon Investment Advisory Services, Inc. 2.238 156
2026-05-11 13F MainStreet Investment Advisors LLC 11.589 9,18 808 13,32
2026-04-22 13F Sutton Place Investors Llc 3.436 -84,05 240 -83,49
2026-04-23 13F Vistica Wealth Advisors, LLC 9.547 0,00 666 3,74
2026-04-09 13F Kelly Financial Group Llc 12.236 -4,69 853 -1,04
2026-04-28 13F Bogart Wealth, LLC 10.841 48,12 756 53,97
2026-05-13 13F Alpha Financial Partners, LLC 3.508 245
2026-05-14 13F JustInvest LLC 9.953 51,68 694 57,37
2026-05-12 13F Voya Investment Management Llc 31.383 -20,96 2.189 -17,99
2026-05-14 13F Elgethun Capital Management 361.398 -0,39 25.207 3,36
2026-05-08 13F Schwarz Dygos Wheeler Investment Advisors Llc 24.734 5,10 1.725 9,11
2026-05-12 13F Creative Planning 77.654.854 1,81 5.416.426 5,64
2026-04-09 13F Cliftonlarsonallen Wealth Advisors, Llc 584.263 -4,27 40.752 -0,67
2026-05-15 13F Perennial Investment Advisors, LLC 166.397 6,15 11.606 10,15
2026-05-15 13F Ascent Group, LLC 125.774 -6,78 8.773 -3,27
2026-04-07 13F O'Keefe Stevens Advisory, Inc. 9.066 632
2026-04-16 13F MontVue Capital Management, Inc. 3.410 -10,99 238 -7,78
2026-05-15 13F Peapack Gladstone Financial Corp 369.821 12,58 26 13,64
2026-04-23 13F waypoint wealth counsel 0 -100,00 0
2026-05-14 13F Keebeck Wealth Management, LLC 168.454 -4,63 11.750 -1,04
2026-04-22 13F Storen Legacy Partners, LLC 165.905 11.572
2026-05-07 13F Johnson Financial Group, Inc. 448.274 -6,79 31.267 -3,28
2026-04-08 13F Hardin Capital Partners, LLC 3.562 -1,74 248 2,06
2026-04-30 13F Independence Bank of Kentucky 15.012 7,96 1.047 12,10
2026-04-13 13F Uptown Financial Advisors LLC 4.631 0,00 323 3,86
2026-05-11 13F Commerce Bank 784.033 26,72 54.686 31,49
2026-04-16 13F Fiduciary Advisors, Inc. 692 -85,88 48 -85,41
2026-05-01 13F Van Cleef Asset Management,Inc 32.662 -1,45 2.278 2,29
2026-05-15 13F Destination Wealth Management 1.409.584 9,58 98.318 13,70
2026-04-03 13F Investors Research Corp 1.515 0,00 106 3,96
2026-04-09 13F ASL Financial, LLC 13.113 14,73 915 19,01
2026-04-17 13F Berman McAleer LLC 33.312 -1,79 2.324 1,93
2026-05-08 13F Atlantic Private Wealth, LLC 205 0,00 14 7,69
2026-05-08 13F Private Management Group Inc 6.317 0,00 441 3,77
2026-04-16 13F Heck Capital Advisors, LLC 623.399 -22,44 43.482 -19,52
2026-01-13 13F Stephens Consulting, LLC 157 0,00 11 0,00
2026-04-17 13F Brown, Lisle/cummings, Inc. 879 0,00 61 3,39
2026-04-08 13F Community Financial Services Group, LLC 1.072 75
2026-05-14 13F Zacks Investment Management 13.677 82,48 954 89,46
2026-05-12 13F One Capital Management, LLC 155.412 20,00 10.840 24,53
2026-05-14 13F Nicolet Bankshares Inc 65.304 407,77 4.559 427,55
2026-04-24 13F Flagship Private Wealth, LLC 3.927 274
2026-05-07 13F Crewe Advisors LLC 103.225 51,69 7.200 57,39
2026-04-13 13F Lee Financial Co 15.667 0,28 1.093 4,00
2026-04-29 13F Integrity Investment Advisors, LLC 5.569 388
2026-04-08 13F Fermata Advisors, LLC 3.557 10,67 248 14,81
2026-05-11 13F A4 Wealth Advisors LLC 61.371 -24,96 4.281 -22,14
2026-04-28 13F Westfuller Advisors, LLC 10 11,11 1
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 1.357.051 3,89 95 8,05
2026-05-01 13F Global Wealth Management Investment Advisory, Inc. 92.545 2,95 6.455 6,82
2026-05-13 13F Brinker Capital Investments, LLC 910.905 -7,38 63.536 -3,89
2026-06-03 13F CoreFirst Bank & Trust 56.019 0,03 3.907 3,80
2026-04-17 13F Stewardship Advisors, LLC 11.740 10,46 819 14,57
2026-04-15 13F Riversedge Advisors, Llc 4.842 -5,23 338 -1,75
2026-05-11 13F Daymark Wealth Partners, Llc 6.376 -16,30 445 -13,28
2026-05-04 13F Rodgers & Associates, LTD 64.116 -2,60 4.472 1,06
2026-04-08 13F Sax Wealth Advisors, Llc 6.221 -0,92 418 -0,95
2026-04-10 13F Northside Capital Management, LLC 7.364 0,00 514 3,64
2026-05-08 13F Burling Wealth Partners, Llc 4.293 0,00 299 3,82
2026-05-13 13F Capital Advisor Network LLC 3.552 248
2026-04-22 13F Old Point Trust & Financial Services N A 749 0,00 52 4,00
2026-05-11 13F Rossby Financial, LCC 37.379 405,05 2.627 428,57
2026-05-13 13F Headlands Technologies LLC 0 -100,00 0
2026-05-15 13F EFG International AG 28.997 2.023
2026-04-13 13F Cordant, Inc. 46.166 -1,01 3.220 2,71
2026-05-01 13F Coordinated Financial Services, Inc. 18.959 3,99 1.322 7,92
2026-04-24 13F SOL Capital Management CO 25.217 -51,58 1.365 45.400,00
2026-05-12 13F CIBC Bancorp USA Inc. 65.098 40,43 4.541 48,61
2026-05-14 13F Purewater Capital LLC 45.716 3.189
2026-04-27 13F Td Private Client Wealth Llc 1.060.953 25,62 74.002 30,35
2026-05-08 13F Cypress Capital Management LLC (WY) 49 0,00 3 0,00
2026-05-14 13F Traynor Capital Management, Inc. 6.885 18,73 463 19,02
2026-05-08 13F Grand Wealth Management, Llc 65.048 -7,60 4.537 -4,12
2026-04-07 13F First Financial Corp /in/ 1.327 2,31 93 5,75
2026-04-29 13F KERR FINANCIAL PLANNING Corp 1.195 0,00 92 6,98
2026-05-12 13F Baker Avenue Asset Management, LP 9.007 10,65 628 14,81
2026-04-29 13F Austin Asset Management Co Inc 3.547 0,00 247 3,78
2026-05-07 13F Koss-Olinger Consulting, LLC 5.013 -9,28 350 -5,93
2026-05-11 13F Blueprint Financial Advisors LLC 90.904 -32,58 6.341 -30,05
2026-05-12 13F Shade Tree Advisors LLC 12.943 0,00 903 3,68
2026-05-15 13F Jones Financial Companies Lllp 20.057.125 8,02 1.361.822 9,10
2026-05-15 13F CI Private Wealth, LLC 2.003.455 0,10 135.925 1,05
2026-04-27 13F Sharp Financial Services, LLC 9.882 -90,98 689 -90,64
2026-05-15 13F Walsh & Associates, LLC 6.828 0,00 476 3,93
2026-05-07 13F First National Trust Co 181.906 422,67 12.688 442,41
2026-05-08 13F Camelot Portfolios, LLC 0 -100,00 0
2026-04-28 13F Berkshire Bank 79.807 15,31 5.567 19,65
2026-04-16 13F Sweeney & Michel, Llc 48.162 -2,11 3.609 -2,83
2026-05-11 13F POM Investment Strategies, LLC 143 -94,95 10 -95,26
2026-01-05 13F Catherine Avery Investment Management LLC 0 -100,00 0 -100,00
2026-05-11 13F Manchester Capital Management LLC 13.647 0,00 952 3,71
2026-05-11 13F Tulsa Wealth Advisors, INC 10.528 734
2026-01-15 13F Rockland Trust Co 0 -100,00 0
2026-04-30 13F Millstone Evans Group, LLC 1.055 -0,09 74 4,29
2026-05-15 13F Clark Capital Management Group, Inc. 24.808 9,25 1.730 13,37
2026-05-05 13F Gentry Private Wealth, Llc 46.301 363,33 3.229 381,22
2026-04-29 13F Proactive Wealth Strategies LLC 3.244 226
2026-05-12 13F Financial Network Wealth Management LLC 3.035 -22,79 0
2026-05-01 13F Anchor Investment Management, LLC 1.713 2,09 119 6,25
2026-05-15 13F Towarzystwo Funduszy Inwestycyjnych Pzu Sa 4.000 279
2026-04-23 13F Moss Adams Wealth Advisors LLC 12.669 -8,05 884 -4,64
2026-05-13 13F Sepio Capital, LP 41.687 -0,96 2.908 2,76
2026-05-12 13F Curio Wealth, Llc 670 -40,97 47 -39,47
2026-04-21 13F Keystone Financial Group, Inc. 11.690 -0,86 815 2,90
2026-04-24 13F Essex Financial Services, Inc. 9.521 24,59 664 29,43
2026-04-21 13F PDS Planning, Inc 205.488 -0,10 14.333 3,66
2026-05-06 13F Oxford Financial Group Ltd 251 0,00 18 6,25
2026-05-13 13F Transcend Wealth Collective, Llc 47.861 -9,76 3.338 -6,37
2026-04-08 13F Capital Advisors Wealth Management, LLC 198.992 2.268,67 13.880 2.360,82
2026-04-08 13F M.e. Allison & Co., Inc. 4.570 319
2026-04-13 13F LexAurum Advisors, LLC 14.716 19,24 1.026 26,20
2026-04-17 13F Signal Advisors Wealth, LLC 37.629 18,67 2.625 23,13
2026-05-18 13F IFS Group,LLC 22.401 -1,12 1.562 3,79
2026-05-12 13F Pcg Asset Management, Llc 9.204 14,46 642 16,97
2026-05-06 13F Quadrant Private Wealth Management, LLC 105.234 -21,47 7.340 -18,51
2026-04-14 13F USA Financial Portformulas Corp 5.040 -30,31 352 -27,78
2026-04-21 13F Sunpointe, LLC 4.951 2,25 345 6,15
2026-05-14 13F Fft Wealth Management Llc 49.536 62,48 3.455 68,62
2026-04-24 13F Acorn Financial Advisory Services Inc /adv 3.405 11,97 238 16,18
2026-05-18 13F Cassady Wealth & Retirement Planning, LLC 15.014 -11,28 1.178 3,61
2026-05-26 13F Peak Planning Group, LLC 0 -100,00 0 -100,00
2026-04-06 13F Old Port Advisors 3.886 17,12 271 21,52
2026-04-27 13F ATLas Financial Planning LLC 2.922 204
2026-05-12 13F Bitterroot Capital Advisors Llc 2.628 0,00 183 3,98
2026-05-14 13F Twin Focus Capital Partners, Llc 153.917 -1,82 10.736 1,88
2026-05-05 13F Plante Moran Financial Advisors, LLC 454 0,00 32 3,33
2026-05-12 13F Operose Advisors LLC 2.657 -0,52 185 3,35
2026-04-01 13F Burkett Financial Services, Llc 159 11
2026-05-07 13F Advisor OS, LLC 76.367 5.327
2026-05-12 13F Pacific Center for Financial Services 269 0,00 19 5,88
2026-05-13 13F Jaffetilchin Investment Partners, LLC 125.776 182,13 8.773 192,79
2026-04-16 13F Intergy Private Wealth, LLC 63.610 0,39 4.437 4,16
2026-05-01 13F Symphony Financial, Ltd. Co. 51.578 56,29 3.582 61,38
2026-05-14 13F Main Management ETF Advisors, LLC 497.980 18,88 35 21,43
2026-05-05 13F Regions Financial Corp 1.028.156 4,12 71.714 8,03
2026-04-24 13F United Community Bank 963 0,00 67 4,69
2026-04-22 13F Invera Wealth Advisors, LLC 61.572 -3,78 4.295 -0,16
2026-04-24 13F Newton One Investments LLC 471 -5,23 33 -3,03
2026-05-07 13F New York Life Investment Management Llc 356.152 -8,66 24.842 -5,22
2026-04-28 13F Hillcrest Wealth Advisors - NY, LLC 16.688 0,00 1.164 3,75
2026-05-06 13F CNB Bank 261 0,00 18 5,88
2026-05-08 13F Everett Harris & Co /ca/ 109.429 -0,35 7.633 3,40
2026-02-06 13F Global Retirement Partners, LLC 489.467 62,55 32.902 65,76
2026-04-13 13F Neumann Capital Management, LLC 230.152 1,77 16.053 5,60
2026-04-29 13F Capital Planning LLC 3.145 0,00 219 0,92
2026-05-06 13F Everest Management Corp. 5.286 19,32 369 23,91
2026-05-05 13F Kickstand Ventures, Llc. 113.515 -5,45 7.918 -1,90
2026-04-10 13F Magnus Financial Group LLC 579.438 2,97 40.416 6,84
2026-04-29 13F Mycio Wealth Partners, Llc 40.264 0,00 2.808 3,77
2026-04-15 13F Iowa State Bank 277.958 30,24 19.388 35,14
2026-04-13 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 1.397 0,00 104 0,00
2026-05-15 13F XTX Topco Ltd 0 -100,00 0
2026-04-13 13F Massmutual Trust Co Fsb/adv 297.448 2,17 20.733 5,98
2026-05-12 13F Three Bridge Wealth Advisors, LLC 7.332 62,57 511 68,65
2026-05-14 13F Financial Engines Advisors L.L.C. 200.839 -5,19 14.009 -1,62
2026-04-10 13F First Bank & Trust 11.278 -2,58 787 1,03
2026-04-20 13F Chatterton & Associates Inc. 0 -100,00 0
2026-04-17 13F Cidel Asset Management Inc 15.335 1.070
2026-05-08 13F Aviso Wealth Management 5.068 0,00 353 3,82
2026-05-12 13F Rakuten Investment Management, Inc. 647.368 100,00 42.532 100,00
2026-05-14 13F Capital Analysts, Inc. 1.040.370 1,67 73 5,88
2026-04-30 13F Peterson Wealth Services 183 0,00 13 0,00
2026-05-14 13F Twin Tree Management, LP 1.313 92
2026-04-08 13F First Heartland Consultants, Inc. 57.342 -6,55 4.000 -3,03
2026-05-04 13F LJI Wealth Management, LLC 17.006 -49,14 1.186 -47,22
2026-05-05 13F CPA Asset Management LLC 3.191 -6,83 223 -3,48
2026-04-21 13F Centennial Advisors, LLC 7.483 -7,00 522 -3,52
2026-05-08 13F Vann Equity Management LLC 20.887 1.457
2026-04-20 13F Provenance Wealth Advisors, LLC 504 278,95 35 337,50
2026-05-04 13F Lincoln National Corp 1.636.819 53,10 114.168 58,86
2026-05-14 13F Retiremitten Financial Llc 1.778 124
2026-05-14 13F Massachusetts Financial Services Co /ma/ 21.453 0,00 1.496 3,74
2026-05-04 13F Genesis Wealth Advisors, LLC 4.007 0,00 279 3,72
2026-05-27 13F/A Maripau Wealth Management Llc 16.054 -36,16 1.120 -33,75
2026-04-27 13F Hgk Asset Management Inc 8.750 610
2026-04-21 13F Chapin Davis, Inc. 10.822 3,34 755 7,25
2026-05-13 13F Summitas Investment Management LLC 76.961 -32,00 5.368 -29,43
2026-04-20 13F Naples Global Advisors, Llc 15.109 1,62 1.054 5,41
2026-04-30 13F William Howard & Co Financial Advisors Inc 16.259 -1,38 1.134 2,35
2026-04-23 13F Oppenheimer & Co Inc 28.991 -4,45 2.022 -0,83
2026-04-27 13F GenTrust, LLC 612.121 -1,63 42.695 2,08
2026-05-04 13F Sigma Planning Corp 150.782 9,51 10.517 13,53
2026-05-15 13F Eight 31 Financial Llc 35.650 1,84 2.487 5,65
2026-04-22 13F Union Bancaire Privee, UBP SA 318 0,00 19 0,00
2026-05-11 13F Great Lakes Advisors, Llc 133.579 28,98 9.317 33,85
2026-05-11 13F Foundations Investment Advisors, LLC 1.642.001 -22,96 114.530 -20,06
2026-05-14 13F Proficio Capital Partners LLC 9.424 0,00 657 3,79
2026-04-02 13F Fulcrum Equity Management 0 -100,00 0
2026-05-05 13F W.G. Shaheen & Associates DBA Whitney & Co 22.882 -1,47 1.596 2,24
2026-05-14 13F StoneX Group Inc. 14.873 -19,36 1.037 -16,30
2026-02-05 13F Center for Financial Planning, Inc. 1.402 5,41 94 8,05
2026-05-05 13F Capital Investment Advisory Services, LLC 7.123 -83,67 497 -83,08
2026-05-14 13F VestGen Advisors, LLC 28.784 66,19 2.316 98,88
2026-05-06 13F Tyche Wealth Partners LLC 27.237 -5,78 1.900 -2,26
2026-04-22 13F Barnes Dennig Private Wealth Management LLC 13.157 -2,07 918 1,55
2026-05-01 13F Concord Wealth Partners 0 -100,00 0
2026-05-12 13F Absolute Capital Management, LLC 66.539 15,07 4.641 19,40
2026-05-13 13F Signature Equity Partners, LLC 8.126 -2,30 567 1,25
2026-05-08 13F Zions Bancorporation, National Association /ut/ 612 0,00 43 2,44
2026-05-13 13F Natixis Advisors, L.p. 172.854 45,39 12 71,43
2026-05-11 13F Haverford Financial Services, Inc. 10.840 0,00 756 3,85
2026-04-15 13F Journey Strategic Wealth Llc 50.945 8,46 3.553 12,54
2026-05-14 13F CIBC World Markets Inc. 19.299 2,97 1.346 6,91
2026-05-15 13F Excelsior Advisor Network LLC 9.335 1,21 651 5,17
2026-06-03 13F/A Wealthquest Corp 156.103 -1,07 10.888 2,66
2026-04-06 13F Versant Capital Management, Inc 120.588 8.411
2026-05-12 13F Warwick Investment Management, Inc. 20.781 13,53 1.449 17,80
2026-05-11 13F Strengthening Families & Communities, LLC 83 -1,19 6 0,00
2026-05-14 13F Sunesis Advisors, LLC 3.219 0,00 225 3,70
2026-04-22 13F Financially in Tune, LLC 4.070 4,25 284 8,02
2026-04-08 13F Arlington Trust Co LLC 608 0,00 42 5,00
2026-04-17 13F Webster Bank, N. A. 161.062 4,55 11.234 8,50
2026-04-24 13F Cabot Wealth Management Inc 5.032 1,82 351 5,42
2026-05-14 13F LifePlan Investment Advisors, Inc. 68.541 2,46 4.781 6,32
2026-04-08 13F Lineweaver Wealth Advisors, LLC 200.011 1,71 13.951 5,54
2026-05-01 13F Cdkv Holdings Llc 844 0,72 59 3,57
2026-05-06 13F Fidelis Capital Partners, LLC 44.423 -5,90 3.098 -2,36
2026-05-12 13F Dearborn Partners Llc 14.314 28,53 998 33,42
2026-05-13 13F Calton & Associates, Inc. 10.996 138,73 767 147,90
2026-04-16 13F Brookstone Capital Management 1.120.958 -3,97 78.187 -0,35
2026-05-18 13F Ashton Thomas Securities, Llc 251.369 17.530
2026-05-04 13F Carrera Capital Advisors 26.425 0,22 1.843 4,01
2026-05-15 13F Evergreen Wealth Solutions, LLC 30.012 2.093
2026-05-06 13F Angeles Wealth Management, Llc 12.892 13,17 899 17,52
2026-05-11 13F Lcnb Corp 6.367 0,00 444 3,98
2026-05-13 13F GeoWealth Management, LLC 27.049 24,99 1.887 29,71
2026-05-15 13F Strategic Advocates LLC 12.999 -95,92 907 -95,78
2026-04-24 13F Heritage Investors Management Corp 100.652 -2,54 7 16,67
2026-04-28 13F Angeles Investment Advisors, LLC 257.050 -0,94 17.929 2,79
2026-04-28 13F Steigerwald, Gordon & Koch Inc. 674 0,00 47 4,44
2026-04-24 13F Keystone Global Partners, LLC 20.713 1.445
2026-04-28 13F Robertson Stephens Wealth Management, LLC 1.685.804 21,27 117.585 25,84
2026-05-13 13F AE Wealth Management LLC 1.296.578 -24,60 90.436 -21,76
2026-05-05 13F Covestor Ltd 1.291 5,22 0
2026-04-16 13F Quotient Wealth Partners, LLC 1.851.640 -5,53 129.152 -1,98
2026-05-06 13F DecisionPoint Financial, LLC 22 -88,48 2 -91,67
2026-05-15 13F Headinvest, Llc 39.872 2,03 2.781 5,90
2026-05-06 13F Alteri Wealth LLC 8.100 -5,27 565 -1,57
2026-05-07 13F Rice Partnership, LLC 1.246 87
2026-04-20 13F LS Investment Advisors, LLC 7.363 0,00 514 3,85
2026-04-21 13F Armbruster Capital Management, Inc. 93.165 -0,30 6.498 3,45
2026-05-15 13F Purpose Unlimited Inc. 2.266 525,97 158 554,17
2026-05-12 13F Disciplined Investments, LLC 49.048 0,70 3.421 4,49
2026-05-15 13F Two Sigma Securities, Llc 43.537 3.037
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-02-12 13F CIBC Private Wealth Group, LLC 60.398 30,41 4.060 32,95
2026-05-12 13F Argentarii, LLC 10.175 -16,60 710 -13,54
2026-05-13 13F Caitlin John, LLC 19 0,00 1 0,00
2026-05-06 13F Elyxium Wealth, LLC 53.511 24,45 3.732 29,13
2026-05-14 13F Atomi Financial Group, Inc. 91.912 68,09 6.411 74,42
2026-05-14 13F Bank of Marin 12.608 17,89 879 22,42
2026-04-07 13F Signaturefd, Llc 603.973 -0,94 42.127 2,79
2026-04-10 13F Naviter Wealth, LLC 4.382 1,84 306 5,54
2026-04-13 13F Professional Financial Advisors, LLC 17.453 -21,50 1.217 -18,54
2026-05-07 13F ESL Trust Services, LLC 508 0,00 35 2,94
2026-04-08 13F KWB Wealth 404.985 -1,32 27.223 -1,32
2026-04-29 13F WealthPLAN Partners, LLC 19.486 -51,07 1.359 -49,23
2026-04-15 13F Fortitude Family Office, LLC 144.577 8,39 10.084 12,47
2026-04-24 13F Squire Investment Management Company, LLC 21.149 -9,21 1.475 -5,75
2026-05-11 13F Ogorek Anthony Joseph /ny/ /adv 67 -1,47 0
2026-05-08 13F Cornerstone Financial Management LLC 372 0,00 26 0,00
2026-05-12 13F Matters Capital Llc 35.585 11,95 2.482 16,20
2026-05-15 13F Bank Of America Corp /de/ 219.869.621 26,92 15.335.906 31,70
2026-05-15 13F KM Capital Management Ltd. 148.001 -1,90 12.144 19,74
2026-05-13 13F S&t Bank/pa 289 0,00 20 5,26
2026-05-13 13F ShoreHaven Wealth Partners, LLC 3.999 -5,17 279 -1,77
2026-05-04 13F Two West Capital Advisors LLC 28.469 14,00 2.191 30,57
2026-05-13 13F BlackRock, Inc. 50.621.591 2,45 3.530.856 6,30
2026-04-24 13F Swmg, Llc 295.192 -9,84 20.590 -14,64
2026-05-14 13F Alpha Advisors, LLC/VA 11.176 0,00 780 3,73
2026-05-15 13F Morgan Stanley 126.259.202 22,83 8.806.579 27,45
2026-04-23 13F Intrua Financial, LLC 9.053 -7,74 631 -4,25
2026-05-11 13F West Wealth Group, LLC 9.216 -11,52 643 -8,29
2026-05-01 13F Mutual Advisors, LLC 89.447 0,91 6.239 4,70
2026-05-08 13F LaSalle St. Investment Advisors, LLC 25.689 7,82 1.792 179.000,00
2026-04-28 13F Golden State Equity Partners 14.199 93,37 990 100,81
2026-04-24 13F Keybank National Association/oh 3.946.368 11,47 275.260 15,67
2026-05-12 13F Stokes Family Office, LLC 42.357 7,10 2.954 11,14
2026-04-24 13F Medallion Wealth Advisors, LLC 428 448,72 30 480,00
2026-04-20 13F First PREMIER Bank 571 0,00 0
2026-04-28 13F/A FLP Wealth Management, LLC 12.975 -9,70 905 -6,22
2026-05-05 13F Fusion Family Wealth LLC 1.117.367 -3,13 77.936 0,51
2026-05-06 13F Hurley Capital, LLC 762 -24,48 53 -20,90
2026-04-17 13F Kennebec Savings Bank 6.221 -2,95 434 0,70
2026-05-13 13F Parkside Financial Bank & Trust 38.169 12,24 2.662 16,50
2026-05-28 13F Blue Fin Capital, Inc. 41.788 54,33 2.915 60,11
2026-04-20 13F Eagle Strategies LLC 64.414 433,85 4.493 453,88
2026-04-09 13F Camelot Technology Advisors, Inc. 85.757 14,79 5.982 19,12
2026-05-13 13F Edmond De Rothschild Holding S.a. 328 0,00 23 0,00
2026-04-21 13F Meridian Financial, LLC 12.766 57,12 890 63,00
2026-05-08 13F Roundview Capital LLC 17.435 1,59 1.216 5,46
2026-05-13 13F Geometric Wealth Advisors 24.330 11,93 1.697 16,15
2026-04-30 13F Corrado Advisors, Llc 5.854 5,78 408 9,68
2026-04-17 13F Certified Advisory Corp 6.785 61,09 473 67,14
2026-04-14 13F Twelve Points Wealth Management LLC 10.568 -0,17 737 -0,54
2026-05-06 13F Townsend Asset Management Corp /nc/ /adv 12.180 3,43 850 7,33
2026-05-13 13F Measured Wealth Private Client Group, LLC 465 1.034,15 32 1.500,00
2026-05-18 13F Graney & King, LLC 0 -100,00 0
2026-04-06 13F WASHINGTON TRUST Co 323.589 4,86 22.570 8,81
2026-05-08 13F Gen-Wealth Partners Inc 44.928 -59,29 3.134 -57,76
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 19.820 -6,71 1.382 -3,22
2026-05-11 13F Resolute Wealth Advisor, Inc. 127.621 8.902
2026-05-13 13F Cove Private Wealth, LLC 25.043 9,42 1.747 13,52
2026-05-15 13F Harbour Investments, Inc. 120.852 269,00 8.426 282,78
2026-05-14 13F Bernard Wealth Management Corp. 0 -100,00 0
2026-04-28 13F Quent Capital, LLC 896.948 1,76 62.562 5,59
2026-04-29 13F Bank Of Stockton 114.429 -6,36 7.981 -2,82
2026-05-15 13F Axa S.a. 154.400 0,00 10.769 3,77
2026-04-23 13F iA Global Asset Management Inc. 608.004 -23,54 42 -20,75
2026-05-14 13F De Burlo Group Inc 125.950 -71,42 8.785 -70,34
2026-04-07 13F Blueline Advisors Llc 180 0,00 13 0,00
2026-04-21 13F Financial Council Asset Management Inc 111.575 4,67 7.782 8,61
2026-05-08 13F Burke & Herbert Bank & Trust Co 3.384 0,00 236 3,96
2026-01-26 13F Northwest Capital Management Inc 5.586 -59,58 375 -58,84
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