DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund Aktien - Aktienkurs, Institutioneller Eigentümerschaft, Aktionäre

WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
MX ˙ BMV ˙ US97717X6691
Basisstatistiken
Institutionelle Eigentümer 780 total, 780 long only, 0 short only, 0 long/short - change of 4,00% MRQ
Durchschnittliche Portfolioallokation 0.6566 % - change of -6,35% MRQ
Institutionelle Aktien (Long) 136.813.959 (ex 13D/G) - change of 13,49MM shares 24,66% MRQ
Institutioneller Wert (Long) $ 11.778.474 USD ($1000)
Institutioneller Eigentümerschaft und Aktionäre

WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund (MX:DGRW) hat 780 institutionelle Eigentümer und Aktionäre, die 13D/G oder 13F Formulare bei der Securities Exchange Commission (SEC) eingereicht haben. Diese Institutionen halten insgesamt 136,813,959 Aktien. Die größten Aktionäre sind Bank Of America Corp /de/, Pnc Financial Services Group, Inc., LPL Financial LLC, Morgan Stanley, Hamilton Capital, LLC, Ameriprise Financial Inc, Raymond James Financial Inc, HighTower Advisors, LLC, UBS Group AG, and Cetera Investment Advisers .

WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund (BMV:DGRW) 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
(%)
2026-05-14 13F Galvin, Gaustad & Stein, LLC 4.400 0,00 386 -1,78
2026-04-16 13F Triad Wealth Partners, LLC 32.834 7,05 2.884 5,14
2026-05-15 13F Susquehanna International Group, Llp Call 4.400 386
2026-04-23 13F North Star Investment Management Corp. 266 0,00 23 0,00
2026-05-14 13F Harvest Investment Services, LLC 37.808 0,91 3.321 -0,87
2026-05-14 13F Roof Eidam & Maycock/adv 55.581 -0,04 4.882 -1,81
2026-05-12 13F M Holdings Securities, Inc. 18.815 -13,71 2 0,00
2026-05-14 13F Us Bancorp \de\ 15.243 -21,73 1.339 -23,15
2026-02-12 13F Jane Street Group, Llc Call 0 -100,00 0 -100,00
2026-04-20 13F MBA Advisors LLC 117.076 4,96 10.284 3,09
2026-04-24 13F Fulton Bank, N.a. 11.409 -6,83 1.002 -8,49
2026-05-12 13F Rhumbline Advisers 29.371 0,00 2.580 -1,79
2026-04-22 13F Retirement Guys Formula Llc 16.162 -13,50 1.420 -15,03
2026-04-23 13F J.w. Cole Advisors, Inc. 60.202 -0,61 5.288 -1,98
2026-05-12 13F Asset One Wealth Management LLC 31.159 -2,73 2.911 -1,29
2026-04-07 13F Mb, Levis & Associates, Llc 174.355 0,57 15.315 -1,22
2026-05-29 13F Asset Dedication, LLC 2.849 0,00 250 -1,57
2026-04-16 13F Montecito Bank & Trust 6.777 -2,08 595 -3,72
2026-05-01 13F/A Kohmann Bosshard Financial Services, LLC 2.893 0,00 254 -1,55
2026-04-21 13F OneAscent Family Office, LLC 2.958 0,00 260 -1,89
2026-05-06 13F World Equity Group, Inc. 4.928 -0,10 433 -2,04
2026-05-15 13F Royal Bank Of Canada 1.507.750 -6,85 132.442 -8,50
2026-04-02 13F Lvm Capital Management Ltd/mi 287.570 0,88 25 0,00
2026-04-13 13F St Germain D J Co Inc 0 -100,00 0
2026-04-17 13F Vermillion Wealth Management, Inc. 142 0,00 13 0,00
2026-04-29 13F Duncker Streett & Co Inc 50 0,00 4 0,00
2026-05-15 13F Integrated Wealth Concepts LLC 12.363 1.086
2026-05-06 13F Bartlett & Co. Wealth Management Llc 1.000 56,99 93 66,07
2026-05-08 13F Banco de Sabadell, S.A 37.481 10,89 3 0,00
2026-05-14 13F Ted Buchan & Co 12.579 -5,25 1.105 -6,99
2026-05-15 13F Talisman Wealth Advisors LLC 22.161 0,05 1.947 -1,87
2026-05-08 13F NewSquare Capital LLC 17.751 5,15 1.559 3,31
2026-05-11 13F Pathstone Holdings, LLC 0 -100,00 0
2026-05-15 13F Change Path, LLC 3.067 19,71 269 17,47
2026-05-12 13F Cheviot Value Management, LLC 571 0,00 50 -3,85
2026-05-12 13F Kovack Advisors, Inc. 3.326 41,17 293 39,05
2026-02-12 13F Strive Asset Management, LLC 0 -100,00 0
2026-04-10 13F IAM Advisory, LLC 663.745 0,29 58.303 -1,49
2026-04-20 13F Ritholtz Wealth Management 3.290 10,74 289 8,68
2026-05-12 13F Tiaa-cref Individual & Institutional Services, Llc 6.293 553
2026-04-22 13F Stone House Investment Management, LLC 483 0,00 42 -2,33
2026-04-14 13F Nova Wealth Management, Inc. 603 -9,60 53 -11,86
2026-01-20 13F Hubbell Strickland Wealth Management, LLC 0 -100,00 0 -100,00
2026-04-09 13F Lantz Financial LLC 43.497 0,16 3.821 -1,62
2026-05-27 13F Alpine Woods Capital Investors, Llc 6.000 0,00 527 -1,68
2026-04-15 13F LongView Wealth Management 4.313 -1,84 397 -1,00
2026-04-16 13F Rockland Trust Co 0 -100,00 0
2026-04-21 13F Wedbush Securities Inc 10.524 0,81 1
2026-05-04 13F Retirement Planning Group 115.736 -0,50 10.166 -2,27
2026-04-10 13F Ipswich Investment Management Co., Inc. 0 -100,00 0
2026-05-04 13F Element Wealth, LLC 10.615 8,05 932 6,15
2026-05-01 13F Johnson Investment Counsel Inc 9.673 0,03 850 -1,74
2026-05-12 13F Focused Alpha, Llc 8.737 0,25 767 -1,54
2026-04-14 13F Focus Financial Network, Inc. 177.659 1,06 15.606 -0,73
2026-04-27 13F Pensionmark Financial Group, Llc 121.030 -1,22 10.631 -2,98
2026-05-12 13F Laurel Wealth Advisors LLC 0 -100,00 0
2026-04-27 13F Tsfg, Llc 308 0,00 0
2026-05-07 13F Hollencrest Capital Management 20.369 -0,23 1.789 -1,97
2026-04-07 13F Legacy Private Trust Co. 5.031 0,00 442 -1,78
2026-05-05 13F Prosperity Consulting Group, LLC 91.948 -5,25 8.077 -6,94
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-05-13 13F Lido Advisors, LLC 606.427 -3,68 53.269 -4,90
2026-04-07 13F Comprehensive Financial Planning, Inc./PA 31.130 11,83 2.734 9,84
2026-01-26 13F Thomasville National Bank 60.929 4,13 5.449 4,67
2026-02-02 13F Cornerstone Planning Group LLC 0 -100,00 0
2026-04-29 13F Advance Capital Management, Inc. 10.814 -2,41 950 -4,14
2026-04-20 13F Chatham Capital Group, Inc. 20.487 1,17 1.800 -0,66
2026-05-11 13F Haverford Trust Co 49.145 14,34 4.317 12,31
2026-05-05 13F Collaborative Wealth Managment Inc. 5.818 -34,78 511 -35,88
2026-05-07 13F Northwestern Mutual Wealth Management Co 157.328 -28,87 13.820 -30,14
2026-05-08 13F Guidance Capital, Inc 18.482 -2,47 1.737 0,93
2026-04-20 13F Ronald Blue Trust, Inc. 4.392 0,00 386 -1,79
2026-05-13 13F Philadelphia Trust Co 3.757 0,00 0
2026-04-22 13F Riverbend Wealth Management, LLC 84.112 4,04 7.388 2,19
2026-05-05 13F Napier Financial, LLC 514 45
2026-04-24 13F Private Advisor Group, LLC 1.407.611 -0,84 123.644 -2,60
2026-05-15 13F Vestmark Advisory Solutions, Inc. 50.044 8,40 4.396 6,47
2026-05-13 13F NewEdge Wealth, LLC 366.729 -4,40 32.213 -6,10
2026-04-16 13F Sentinel Pension Advisors Inc 28.171 5,47 2.475 3,60
2026-05-13 13F SRS Capital Advisors, Inc. 2.626 -41,92 241 -40,35
2026-04-24 13F Deltec Asset Management Llc 6.300 0,00 553 -1,78
2026-05-01 13F International Assets Investment Management, Llc 600 -16,32 53 -18,75
2026-04-30 13F Money Concepts Capital Corp 13.245 7,38 1.163 5,44
2026-05-13 13F Kingdom Financial Group LLC. 4.368 -38,77 384 -39,97
2026-05-05 13F Journey Advisory Group, LLC 105.557 -12,08 9.272 -13,64
2026-05-11 13F Fiduciary Group LLC 100.871 3,91 8.860 2,06
2026-05-01 13F Mutual Advisors, LLC 7.864 -4,70 691 -6,38
2026-04-22 13F Spire Wealth Management 226 0,00 20 -5,00
2026-05-06 13F LPL Financial LLC 11.527.081 -5,67 1.012.539 -7,34
2026-05-05 13F Fisher Asset Management, LLC 2.569 -65,96 226 -66,62
2026-04-24 13F Root Financial Partners, LLC 871 -1,47 77 -3,80
2026-05-13 13F Allie Family Office LLC 10.900 0,00 957 -1,75
2026-05-14 13F Northern Trust Corp 32.817 4,30 2.883 2,45
2026-04-14 13F Nbc Securities, Inc. 63.186 7,69 5.550 5,77
2026-05-07 13F MONECO Advisors, LLC 10.950 1,01 962 -0,83
2026-01-29 13F Concurrent Investment Advisors, LLC 351.189 -4,35 31.407 -3,84
2026-05-05 13F M3 Wealth Management, LLC 0 -100,00 0 -100,00
2026-04-29 13F CVA Family Office, LLC 10.600 0,03 931 -1,69
2026-02-17 13F Summit Trail Advisors, Llc 0 -100,00 0
2026-04-15 13F Trust Co Of Toledo Na /oh/ 2.289 -23,39 201 -24,72
2026-04-29 13F/A Salem Investment Counselors Inc 125 11
2026-05-14 13F Modern Wealth Management, LLC 322.088 4,04 28.373 2,49
2026-05-01 13F Holistic Planning, LLC 10.262 5,99 901 4,16
2026-05-01 13F Thrivent Financial For Lutherans 317.691 -4,52 28 -6,90
2026-05-08 13F Creekmur Asset Management LLC 0 -100,00 0
2026-04-01 13F Bangor Savings Bank 1.770 883,33 155 868,75
2026-04-15 13F Merit Financial Group, LLC 89.101 -14,13 7.827 -15,66
2026-05-11 13F Aprio Wealth Management, LLC 3.430 301
2026-04-24 13F Axis Wealth Partners, LLC 72.162 0,45 6.339 -1,34
2026-05-15 13F Hancock Whitney Corp 5.416 0,00 509 4,96
2026-04-15 13F Raub Brock Capital Management LP 10.712 4,74 941 2,84
2026-05-01 13F Wealthspire Advisors, LLC 123.167 0,76 10.819 -1,04
2026-05-14 13F Gladstone Institutional Advisory LLC 7.227 -35,95 635 -37,17
2026-05-12 13F Leavell Investment Management, Inc. 2.410 -21,75 212 -23,27
2026-05-14 13F Pinnacle Financial Partners, Inc. 4.159 -1,16 365 -2,93
2026-05-12 13F Cascade Financial Partners, LLC 23.774 -8,76 2.088 -10,39
2026-05-14 13F Thryve Wealth Management Llc 3.536 -73,22 311 -73,73
2026-05-11 13F Camden Capital, LLC 104.243 -19,80 9.157 -21,23
2026-04-17 13F/A Founders Financial Securities Llc 47.007 1,78 4.267 3,32
2026-05-12 13F Independent Advisor Alliance 664.879 13.651,38 58.403 13.418,98
2026-05-15 13F Bank Of America Corp /de/ 11.704.650 -1,80 1.028.136 -3,55
2026-05-01 13F Valmark Advisers, Inc. 8.767 0,00 770 -1,79
2026-05-07 13F Continuum Wealth Advisors, Llc 27.121 -44,22 2.382 -45,20
2026-04-30 13F Private Trust Co Na 12.483 -23,86 1.097 -25,24
2026-04-10 13F Impact Capital Partners LLC 3.594 -62,94 316 -63,67
2026-04-27 13F Sierra Summit Advisors Llc 5.600 492
2026-05-06 13F Bessemer Group Inc 0 -100,00 0
2026-05-15 13F Two Sigma Securities, Llc 3.906 -55,74 343 -56,53
2026-04-07 13F Howard Financial Services, Ltd. 375.339 7,49 32.970 5,58
2026-05-05 13F Almanack Investment Partners, LLC. 23.954 0,00 2.104 -1,77
2026-04-14 13F ACT Advisors, LLC. 234.126 1,98 20.566 0,17
2026-05-04 13F Blake Schutter Theil Wealth Advisors, LLC 7.790 0,00 684 -1,72
2026-05-05 13F Cherry Tree Wealth Management, LLC 2.584 0,86 227 -1,31
2026-04-30 13F Costello Asset Management, INC 102 0,00 9 -11,11
2026-05-12 13F Vines Capital Management, LLC 44.739 1,10 3.930 -0,71
2026-04-29 13F Meitav Dash Investments Ltd 4.573 11,73 401 9,86
2026-05-15 13F Mercer Global Advisors Inc /adv 28.880 -25,20 2.537 -22,28
2026-02-09 13F Coldstream Capital Management Inc 0 -100,00 0
2026-04-15 13F AlphaStar Capital Management, LLC 2.281 -30,39 200 -31,74
2026-04-28 13F Astoria Portfolio Advisors LLC. 21.774 0,13 2.044 1,44
2026-04-22 13F Avantra Family Wealth, Inc. 11.063 -8,11 972 -9,76
2026-05-15 13F NorthRock Partners, LLC 6.004 -10,05 527 -11,73
2026-04-28 13F Stratos Wealth Partners, LTD. 114.560 -14,15 10.063 -15,68
2026-05-11 13F WPWealth LLP 3.035 0,00 267 -1,85
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 31.174 2,04 2.738 0,22
2026-04-22 13F Apollon Wealth Management, LLC 23.634 -22,99 2.076 -24,38
2026-05-16 13F Arete Wealth Advisors, LLC 0 -100,00 0
2026-04-21 13F Grimes & Company, Inc. 2.700 0,30 237 -1,25
2026-04-29 13F Connable Office Inc 522.039 12,74 45.856 10,73
2026-05-13 13F Visionary Wealth Advisors 4.380 -3,31 385 -5,19
2026-05-13 13F First Trust Advisors Lp 44.415 4,26 3.901 2,42
2026-05-04 13F Chicago Partners Investment Group LLC 20.861 0,07 1.962 3,48
2026-05-14 13F EP Wealth Advisors, Inc. 32.239 1,62 2.832 -0,21
2026-05-08 13F SHP Wealth Management 100 0,00 9 0,00
2026-05-13 13F Redwood Family Wealth LLC 7.146 -4,55 628 -6,28
2026-05-15 13F Colter Lewis Investment Partners LLC 2.401 0,00 211 -1,87
2026-05-15 13F Citadel Advisors Llc 0 -100,00 0
2026-05-15 13F FreeGulliver LLC 5.939 522
2026-04-20 13F Triangle Securities Wealth Management 4.405 -3,08 387 -4,93
2026-04-21 13F Vigil Wealth Management, LLC 2.307 0,00 203 -1,94
2026-04-13 13F Lauer Wealth, LLC 156.981 -0,25 14.202 -0,39
2026-02-17 13F Susquehanna International Group, Llp Put 0 -100,00 0 -100,00
2026-04-20 13F White Pine Investment CO 74.032 3,04 7 0,00
2026-04-17 13F Nautilus Advisors LLC 2.793 245
2026-04-27 13F Vivid Wealth Management, LLC 21.147 3,40 1.858 1,53
2026-05-07 13F Facet Wealth, Inc. 0 -100,00 0
2026-04-17 13F PMG Wealth Management, Inc. 84.537 0,39 7.426 -1,39
2026-01-21 13F Walkner Condon Financial Advisors LLC 0 -100,00 0
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 2.523 0,00 222 -1,78
2026-05-14 13F Safeguard Investment Advisory Group, LLC 15.803 287,23 1.388 281,32
2026-04-13 13F Bouchey Financial Group Ltd 874.519 0,22 79.389 1,74
2026-05-13 13F Cpwa, Llc 64.897 6.167
2026-05-13 13F BlackRock, Inc. 16.350 41,63 1.436 39,15
2026-04-15 13F DAVENPORT & Co LLC 5.575 -2,65 490 -4,49
2026-04-28 13F Tempus Wealth Planning, LLC 23.465 -1,63 2.061 -3,38
2026-05-06 13F Hartland & Co., LLC 5.983 0,00 526 -1,87
2026-04-06 13F Highline Wealth Partners Llc 413 0,00 36 0,00
2026-04-10 13F Perigon Wealth Management, LLC 44.644 -0,60 3.921 -2,37
2026-04-07 13F Heartwood Wealth Advisors LLC 3.277 288
2026-05-13 13F Peck Wealth Management, LLC 12.581 -4,55 1.105 -6,20
2026-05-06 13F Sun Group Wealth Partners 4.031 354
2026-05-13 13F/A MWA Asset Management 5.651 -0,62 496 -2,36
2026-04-15 13F Silverlake Wealth Management Llc 12.612 -5,11 1.108 -6,82
2026-04-22 13F Detalus Advisors, LLC 6.666 13,52 586 11,43
2026-04-14 13F Pictet North America Advisors SA 3.646 0,00 320 -1,84
2026-05-06 13F TopTier Wealth Management, LLC 158.400 4,41 13.914 2,55
2026-04-17 13F Brown, Lisle/cummings, Inc. 150 0,00 13 0,00
2026-01-12 13F Horizon Financial Services, Llc 0 -100,00 0
2026-05-14 13F Cwm, Llc 527.285 -2,18 46.317 96.391,67
2026-04-22 13F Bluesphere Advisors, LLC 4.595 0,00 404 -1,71
2026-05-14 13F Hilltop Holdings Inc. 2.860 -11,76 251 -13,15
2026-05-13 13F Quantbot Technologies LP 29 3
2026-04-17 13F Total Clarity Wealth Management, Inc. 5.097 -2,62 448 -4,49
2026-04-13 13F Farrell Financial LLC 4.305 6,53 378 4,71
2026-05-01 13F Midwest Trust Co 9.188 0,01 807 -1,71
2026-04-23 13F Summit Investment Advisory Services, LLC 19.728 -9,15 1.733 -10,77
2026-05-14 13F Kilter Group LLC 610 -85,54 54 -85,94
2026-04-17 13F First National Bank Sioux Falls 5.137 -0,54 477 3,25
2026-05-15 13F Advisory Services Network, LLC 49.986 -20,19 4.391 -21,62
2026-04-22 13F Apollon Financial, LLC 5.413 -7,80 475 -9,52
2026-05-05 13F HighTower Advisors, LLC 2.832.094 -1,29 248.772 -3,04
2026-05-15 13F Nikulski Financial, Inc. 23.530 -27,33 2.067 -28,64
2026-04-23 13F Columbia Advisory Partners Llc 226.430 -13,79 19.890 -15,33
2026-04-21 13F Trust Co Of Virginia /va 13.884 0,00 1.220 -1,77
2026-04-22 13F apricus wealth, LLC 2.850 0,00 250 -1,57
2026-04-29 13F Centerpoint Advisory Group 30.386 0,00 2.669 -1,77
2026-05-14 13F David R. Rahn & Associates Inc. 18.668 -10,61 1.640 -12,21
2026-05-14 13F Level Four Advisory Services, Llc 10.024 -2,89 881 -4,66
2026-04-13 13F Nvest Wealth Strategies, Inc. 89.773 0,32 7.886 -1,46
2026-04-10 13F Oxinas Partners Wealth Management LLC 146.342 2,75 12.855 0,93
2026-05-11 13F TD Capital Management LLC 133.853 -0,51 11.758 -2,28
2026-04-27 13F Serenus Wealth Advisors, LLC 398.649 4,33 35.017 2,48
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 4.837 3,64 425 1,68
2026-04-23 13F Capital Management Corp /va 2.430 -10,00 213 -11,62
2026-05-05 13F Ethos Financial Group, LLC 85.737 7.530
2026-04-27 13F/A New World Advisors LLC 9.491 43,24 834 40,71
2026-05-14 13F Raymond James Financial Inc 3.440.502 0,78 302.214 -1,01
2026-04-29 13F WealthPlan Investment Management, LLC 19.319 -22,18 1.697 -23,60
2026-04-24 13F Key FInancial Inc 1.706 0,00 150 -1,97
2026-05-11 13F RWM Asset Management, LLC 1.499 132
2026-05-15 13F Brown Advisory Inc 76.325 2,90 6.704 1,07
2026-05-14 13F First Commonwealth Financial Corp /pa/ 14.199 0,00 1.247 -1,73
2026-04-29 13F Cary Street Partners Financial Llc 0 -100,00 0
2026-05-15 13F Tudor Investment Corp Et Al 237.640 737,32 20.874 722,46
2026-04-14 13F Zrc Wealth Management, Llc 485 0,21 43 -2,33
2026-05-15 13F XTX Topco Ltd 19.824 186,02 1.741 181,26
2026-04-08 13F Fermata Advisors, LLC 50.634 -11,02 4.448 -12,62
2026-05-15 13F IHT Wealth Management, LLC 73.545 -29,08 6.460 -30,34
2026-04-16 13F Heck Capital Advisors, LLC 186.058 -0,13 16.343 -1,90
2026-04-27 13F Koshinski Asset Management, Inc. 8.121 6,12 713 4,24
2026-05-08 13F Somerville Kurt F 4.250 0,00 373 -1,84
2026-05-05 13F Duncan Williams Asset Management, LLC 507.774 -2,95 44.603 -7,46
2026-05-01 13F Diversify Wealth Management, Llc 3.811 356
2026-04-22 13F JNBA Financial Advisors 0 -100,00 0
2026-05-14 13F StoneX Group Inc. 4.109 -31,24 361 -32,58
2026-05-06 13F Spectrum Wealth Advisory Group, LLC 3.872 0,00 340 -1,73
2026-05-14 13F We Are One Seven, LLC 8.947 -3,31 786 -5,08
2026-05-13 13F/A Jpmorgan Chase & Co 657.804 3,52 56.341 -0,86
2026-04-24 13F Crux Wealth Advisors 49.501 -1,28 4.348 -3,03
2026-04-20 13F Benedict Financial Advisors Inc 2.303 202
2026-05-06 13F CNB Bank 1.563 0,00 137 -1,44
2026-04-08 13F Dynamic Advisor Solutions LLC 56.212 4,96 4.938 3,09
2026-05-11 13F Pinnacle Wealth Planning Services, Inc. 87 0,00 8 0,00
2026-05-14 13F Capital Analysts, Inc. 5.652 0,20 0
2026-04-14 13F Prospera Financial Services Inc 64.192 -23,99 5.641 -25,33
2026-05-11 13F Fountainhead AM, LLC 200 0,00 18 0,00
2026-05-12 13F Operose Advisors LLC 969 -4,34 85 -5,56
2026-05-15 13F IMG Wealth Management, Inc. 0 -100,00 0
2026-02-12 13F Commonwealth Equity Services, Llc 1.030.545 -5,32 92.162 95.901,04
2026-05-05 13F Bcm Advisors, Llc 390.211 -1,41 36.454 1,33
2026-04-17 13F Outlook Wealth Advisors, LLC 7.057 -4,88 620 -6,64
2026-04-27 13F Lodestar Private Asset Management Llc 81.600 -1,74 7.168 -3,50
2026-05-15 13F/A Independent Financial Group, Llc 11.345 -1,94 997 -3,68
2026-05-07 13F Scarborough Advisors, LLC 1.857 -1,75 163 -3,55
2026-05-11 13F Strategic Family Wealth Counselors, L.L.C. 4.072 0,02 358 -1,92
2026-05-16 13F Sunbelt Securities, Inc. 4.384 0,18 385 -1,53
2026-04-17 13F CENTRAL TRUST Co 0 -100,00 0
2026-05-04 13F Citizens National Bank Trust Department 47.268 -2,69 4.152 -4,42
2026-05-07 13F Tidemark, LLC 0 -100,00 0
2026-05-13 13F Lloyd Advisory Services, LLC. 4.368 384
2026-04-21 13F Trilogy Capital Inc. 6.101 11,64 536 9,63
2026-02-17 13F Two Sigma Investments, Lp 0 -100,00 0
2026-04-27 13F Cresta Advisors, Ltd. 241.906 7,39 21.249 5,48
2026-05-07 13F Premier Private Wealth Management LLC 53.555 -30,00 4.704 -33,22
2026-05-08 13F Perspective Wealth Advisors Llc 10.616 -19,56 933 -21,02
2026-04-21 13F Avaii Wealth Management, Llc 23.907 0,26 2.100 -1,50
2026-05-15 13F Jones Financial Companies Lllp 358.819 8,07 30.787 3,69
2026-05-12 13F Planwiser Financial, Llc 0 -100,00 0
2026-05-04 13F Alta Wealth Advisors LLC 6.147 -0,79 540 -2,71
2026-05-11 13F National Wealth Management Group, LLC 4.602 -43,59 404 -44,58
2026-05-26 13F Summit Financial Wealth Advisors, LLC 3.796 0,00 333 -1,77
2026-05-01 13F First Business Financial Services, Inc. 2.543 0,00 223 -1,76
2026-04-21 13F GHP Investment Advisors, Inc. 440 0,00 39 -2,56
2026-04-15 13F Paragon Capital Management Ltd 5.437 478
2026-05-08 13F Mosaic Financial Group, Llc 16.836 0,18 1 0,00
2026-05-11 13F Waddell & Associates, Llc 1.026.457 3,58 90.164 1,74
2026-05-11 13F Expressive Wealth LLC 0 -100,00 0
2026-05-13 13F/A Atlas Wealth LLC 2.375 -4,70 209 -6,31
2026-04-17 13F Krilogy Financial LLC 7.384 -5,26 685 -3,79
2026-04-21 13F Powers Advisory Group, LLC 44.252 9,33 3.887 7,41
2026-05-13 13F Calton & Associates, Inc. 4.950 -18,95 435 -20,51
2026-04-20 13F Breakwater Capital Group 2.333 -9,19 205 -10,92
2026-04-20 13F Hilton Head Capital Partners, LLC 268 0,00 24 0,00
2026-05-07 13F Marshall & Sterling Wealth Advisors Inc. 119.404 3,10 10.488 1,27
2026-05-12 13F Creative Planning 219.348 0,76 19.268 -1,03
2026-05-11 13F Kondo Wealth Advisors, Inc. 5.831 -21,14 512 -22,54
2026-05-14 13F Gambit Capital Management, LLC 8.673 -9,36 762 -10,99
2026-05-15 13F Alliancebernstein L.p. 8.495 0,00 760 0,00
2026-05-15 13F Equitable Holdings, Inc. 614.688 -24,07 54.972 -24,07
2026-05-18 13F Strait & Sound Wealth Management LLC 12.107 0,43 1.063 -1,39
2026-05-06 13F Sentinus, LLC 106.321 4,32 9.339 2,47
2026-04-27 13F Fiduciary Planning LLC 513.030 -8,31 45.065 -9,94
2026-04-27 13F Turtle Creek Wealth Advisors, LLC 8.131 -39,09 714 -40,15
2026-05-15 13F Goldman Sachs Group Inc 53.134 8,38 4.667 6,46
2026-05-14 13F Foster Dykema Cabot & Partners, Llc 4.536 0,00 398 -1,73
2026-05-08 13F Elevation Capital Advisory, LLC 41.433 168,59 3.639 163,89
2026-04-30 13F Sequoia Financial Advisors, LLC 108.637 -3,04 9.543 -4,77
2026-04-22 13F Joel Isaacson & Co., LLC 3.212 282
2026-05-01 13F Sage Private Wealth Group, Llc 0 -100,00 0
2026-05-01 13F Signature Resources Capital Management, LLC 1.275 0,00 112 -1,75
2026-05-07 13F Taiyo Life Insurance Co 390.000 -25,71 34 -26,09
2026-05-18 13F Arkadios Wealth Advisors 36.823 55,97 3.235 53,20
2026-04-21 13F OneAscent Financial Services LLC 9.590 3,91 842 2,06
2026-05-08 13F Resources Investment Advisors, LLC. 509.821 0,09 44.783 -1,69
2026-04-23 13F Narwhal Capital Management 21.779 0,00 1.913 -1,75
2026-04-24 13F MOR Wealth Management, LLC 220.333 3,99 19.354 2,15
2026-04-27 13F Leelyn Smith, LLC 5.402 0,00 475 -1,86
2026-01-14 13F ORG Partners LLC 12.421 -30,80 1.111 -30,45
2026-05-11 13F First National Bank Of Omaha 15.962 -3,59 1.367 -8,26
2026-04-27 13F PFG Investments, LLC 4.276 1,71 376 0,00
2026-04-28 13F Stephens Inc /ar/ 4.075 0,00 358 -1,92
2026-05-13 13F Heritage Wealth Advisors 4.232 372
2026-04-27 13F Truist Financial Corp 269.078 -9,39 23.636 -11,00
2026-04-06 13F Versant Capital Management, Inc 381 0,00 33 -2,94
2026-04-30 13F First Horizon Corp 9.225 0,00 810 -1,70
2026-04-24 13F Newton One Investments LLC 595 0,00 52 -1,89
2026-05-13 13F AE Wealth Management LLC 20.492 7,37 1.800 5,45
2026-05-14 13F Hazlett, Burt & Watson, Inc. 20.080 4,33 2 0,00
2026-04-15 13F Fifth Third Securities, Inc. 0 -100,00 0
2026-05-05 13F Quartz Partners, LLC 16.689 17,64 1.466 15,54
2026-04-29 13F Axxcess Wealth Management, Llc 11.815 -1,39 1.038 -3,17
2026-05-12 13F CIBC Bancorp USA Inc. 6.302 6,18 554 4,93
2026-05-15 13F Sanibel Captiva Trust Company, Inc. 3.472 305
2026-05-07 13F Intellus Advisors LLC 6.391 0,00 561 -1,75
2026-04-16 13F Stonebridge Wealth Management, LLC 14.870 -6,12 1.306 -7,77
2026-05-08 13F Sofos Investments, Inc. 226 0,89 20 -5,00
2026-05-06 13F Atlantic Trust, LLC 1.266 0,00 111 -1,77
2026-02-02 13F Stuart Chaussee & Associates, Inc. 0 -100,00 0
2026-04-28 13F Wealth Management Resources, Inc. 19.674 -14,52 1.728 -16,03
2026-04-21 13F Vise Technologies, Inc. 23.966 0,00 2.143 0,00
2026-05-13 13F Capital Group Private Client Services, Inc. 15.138 0,00 1.330 -1,77
2026-05-12 13F Ausdal Financial Partners, Inc. 53.023 -8,75 4.658 -10,37
2026-05-19 13F Western Wealth Management, LLC 277.773 24,09 24.400 21,89
2026-04-27 13F ATLas Financial Planning LLC 4.800 0,00 422 -1,86
2026-05-15 13F Brooks, Moore & Associates, Inc. 36.760 -7,74 3.229 -9,40
2026-05-06 13F Intentional Wealth Strategies, LLC 158 14
2026-04-13 13F Trust Co 158 444,83 14 550,00
2026-04-30 13F LRI Investments, LLC 6.904 -1,60 606 -3,35
2026-05-05 13F Smith, Moore & Co. 5.009 -42,43 440 -43,57
2026-05-15 13F Catherine Avery Investment Management LLC 0 -100,00 0
2026-04-23 13F Interchange Capital Partners, LLC 18.434 5,36 1.472 -5,88
2026-05-06 13F Assetmark, Inc 1.010 81,98 89 79,59
2026-05-14 13F Capital Planning Advisors, LLC 114.118 1,98 10.024 0,17
2026-05-13 13F Wealth Management Associates, Inc. 7.613 -2,48 669 -4,30
2026-05-15 13F Quantinno Capital Management LP 28.611 15,86 2.513 13,81
2026-01-21 13F Greenleaf Trust 0 -100,00 0
2026-04-07 13F Signaturefd, Llc 2.504 0,00 220 -1,79
2026-02-12 13F CIBC Private Wealth Group, LLC 5.789 -2,46 518 -1,90
2026-05-15 13F Rehmann Capital Advisory Group 7.428 5,81 653 3,99
2026-04-17 13F AdvisorNet Financial, Inc 702 -6,02 62 -7,58
2026-04-28 13F Interactive Financial Advisors 5.485 -6,40 482 -8,21
2026-02-17 13F Main Street Financial Solutions, LLC 197.760 1,60 17.686 2,13
2026-05-15 13F MAI Capital Management 25.651 1,39 2.253 -0,40
2026-04-10 13F Armstrong Advisory Group, Inc 1.570 0,00 138 -2,14
2026-05-15 13F SkyView Investment Advisors, LLC 533.930 1,15 47 -2,13
2026-04-15 13F Sarver Vrooman Wealth Advisors 46.910 -3,25 4.121 -4,98
2026-04-13 13F Garrett Investment Advisors LLC 145.669 0,55 12.796 -1,24
2026-05-07 13F Vision Retirement, LLC 118 0,00 10 0,00
2026-05-15 13F Fairview Capital Investment Management, Llc 4.845 -7,98 426 -9,57
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 1.393 122
2026-05-15 13F GLOBALT Investments LLC / GA 28.262 -1,09 2.483 -2,86
2026-05-15 13F Empowered Funds, LLC 0 -100,00 0
2026-04-15 13F Redhawk Wealth Advisors, Inc. 0 -100,00 0
2026-05-08 13F Joseph Group Capital Management 96 -10,28 8 -11,11
2026-05-14 13F Brown Brothers Harriman & Co 567 -73,32 50 -74,21
2026-02-12 13F Cloud Capital Management, LLC 0 -100,00 0
2026-05-01 13F Emerald Investment Partners, Llc 38 0,00 3 0,00
2026-04-13 13F BKA Wealth Consulting, Inc. 203.008 5,17 17.832 3,29
2026-05-04 13F NWF Advisory Services Inc. 8.442 12,16 742 10,10
2026-05-01 13F Anchor Investment Management, LLC 10.264 0,01 902 -1,74
2026-05-05 13F Plante Moran Financial Advisors, LLC 2.072 -28,67 182 -29,73
2026-05-14 13F Klingman & Associates, LLC 5.129 0,00 451 -1,75
2026-05-14 13F Aries Wealth Management 48.627 -3,60 4.271 -5,32
2026-05-11 13F Rossby Financial, LCC 739 291,01 65 306,25
2026-04-10 13F Piscataqua Savings Bank 1.300 0,00 114 -1,72
2026-04-08 13F Archer Investment Management, LLC 9.232 -74,77 811 -75,24
2026-04-15 13F Exchange Traded Concepts, Llc 0 -100,00 0
2026-05-01 13F Carnegie Capital Asset Management, LLC 0 -100,00 0
2026-04-30 13F Independence Bank of Kentucky 1.371 0,00 120 -1,64
2026-04-23 13F SJS Investment Consulting Inc. 747 0,00 66 -1,52
2026-05-26 13F Ruggaard & Associates LLC 17.071 1,78 1.500 0,00
2026-04-28 13F Kingswood Wealth Advisors, Llc 70.172 2,28 6.164 0,46
2026-04-28 13F TritonPoint Partners, LLC 3.789 -28,76 333 -30,11
2026-02-13 13F Van Eck Associates Corp 0 -100,00 0
2026-05-13 13F Buckingham Strategic Partners 56.400 -13,25 4.954 -14,79
2026-05-13 13F Bank Of Montreal /can/ 13.871 -0,28 1.218 -2,01
2026-04-02 13F McAlister, Sweet & Associates, Inc. 2.700 0,00 237 -1,66
2026-04-14 13F Well Done, LLC 13.330 -0,87 1.171 -2,66
2026-04-29 13F Latko Wealth Management, Ltd. 88.125 14,38 7.741 12,34
2026-04-13 13F Sherman Wealth Management LLC 21.468 1,02 1.886 -0,79
2026-05-13 13F Parkside Financial Bank & Trust 17.423 0,00 1.530 -1,80
2026-04-13 13F Creative Financial Designs Inc /adv 2.946 -10,32 259 -11,95
2026-04-28 13F Golden State Wealth Management, LLC 75.772 -38,42 6.656 -39,52
2026-04-23 13F WealthPoint Financial, LLC 26.473 0,00 2.368 0,00
2026-04-29 13F Cvfg Llc 266.242 23.387
2026-05-05 13F Covestor Ltd 537 50,42 0
2026-05-14 13F Twin Focus Capital Partners, Llc 3.518 0,00 309 -1,59
2026-04-28 13F SBI Securities Co., Ltd. 27.477 -2,04 2.414 -3,79
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 89.988 4,55 7.914 2,81
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 716.773 -41,53 63.119 -43,18
2026-05-07 13F Cassaday & Co Wealth Management LLC 1.672 147
2026-02-13 13F Potomac Fund Management Inc /adv 0 -100,00 0
2026-05-11 13F REAP Financial Group, LLC 4.192 -13,08 368 -14,62
2026-02-17 13F SageView Advisory Group, LLC 5.162 -30,55 462 -30,26
2026-05-08 13F Steward Partners Investment Advisory, Llc 1.149.149 5,95 100.941 4,06
2026-05-12 13F M&t Bank Corp 10.342 0,00 908 -1,73
2026-05-20 13F SOA Wealth Advisors, LLC. 400 0,00 35 0,00
2026-05-04 13F Y.D. More Investments Ltd 1.286 345
2026-04-28 13F Fundamentun, Llc 940.629 1,55 82.625 -0,25
2026-04-16 13F Capital Advisors, Ltd. LLC 17.831 106,59 2
2026-05-07 13F First National Trust Co 48.687 -12,44 4.277 -14,00
2026-04-07 13F CoreCap Advisors, LLC 16.881 1,88 1.483 0,07
2026-05-05 13F Northstar Financial Companies, Inc. 0 -100,00 0
2026-02-05 13F Tucker Asset Management Llc 2.481 0,00 222 0,45
2026-05-15 13F Solano Wealth Investment Advisors LLC 165.524 2,01 14.540 0,20
2026-05-13 13F Pioneer Family Office, LLC 1.340 -91,64 118 -91,84
2026-05-05 13F Gaddis Premier Wealth Advisors LLC 135.309 2,65 11.886 0,82
2026-02-13 13F Clearview Wealth Advisors LLC 3.613 37,74 323 38,63
2026-04-09 13F Stewardship Concepts Financial Services Llc 2.412 3,83 212 1,44
2026-02-18 13F Hershey Financial Advisers, LLC 0 -100,00 0 -100,00
2026-04-29 13F Global Strategic Investment Solutions, LLC 4.838 0,27 425 -1,39
2026-05-15 13F Glen Eagle Advisors, LLC 510.077 -0,95 44.805 -2,71
2026-05-01 13F Kraft, Davis & Associates, LLC 56.023 -14,06 5.268 -11,34
2026-04-24 13F Charter Oak Capital Management, LLC 3.578 0,03 314 -1,57
2026-04-14 13F Seven Mile Advisory 0 -100,00 0
2026-05-06 13F Gryphon Financial Partners LLC 11.572 -8,50 1.016 -10,17
2026-05-15 13F Chokshi & Queen Wealth Advisors, Inc 4.900 430
2026-05-12 13F Moneta Group Investment Advisors Llc 8.322 -10,28 731 -11,82
2026-04-24 13F Swmg, Llc 4.266 0,35 375 -5,32
2026-05-04 13F Westside Investment Management, Inc. 1.296 0,00 114 -1,72
2026-05-11 13F Foundations Investment Advisors, LLC 121.807 18,86 10.700 16,75
2026-04-21 13F Meridian Financial, LLC 56.263 14,29 4.942 12,27
2026-05-11 13F Per Stirling Capital Management, LLC. 328.365 -1,80 28.844 -3,54
2026-05-27 13F Tenret Co LLC 0 -100,00 0
2026-04-29 13F Cordatus Wealth Management LLC 5.822 0,00 511 -1,73
2026-04-17 13F Cidel Asset Management Inc 5.080 0,00 446 -1,76
2026-04-29 13F IAG Wealth Partners, LLC 127.643 2,56 11.212 0,74
2026-04-21 13F PDS Planning, Inc 5.398 -2,03 474 -3,66
2026-05-08 13F Bokf, Na 0 -100,00 0
2026-04-20 13F Sowell Financial Services LLC 6.326 556
2026-02-12 13F Federated Hermes, Inc. 0 -100,00 0
2026-05-13 13F Scotia Capital Inc. 5.291 12,77 465 10,74
2026-05-14 13F VestGen Advisors, LLC 97.143 -22,09 9.248 -17,07
2026-05-04 13F HBW Advisory Services LLC 42.419 2,40 3.726 0,59
2026-04-06 13F GAMMA Investing LLC 751 -53,93 66 -55,17
2026-04-17 13F Signal Advisors Wealth, LLC 4.761 5,26 418 3,47
2026-04-10 13F OMNI 360 Wealth, Inc. 2.743 0,15 241 -3,61
2026-05-12 13F Kirtland Hills Capital Management, Llc 11.445 90,24 1.075 99,81
2026-02-10 13F Future Fund LLC 0 -100,00 0
2026-05-04 13F Evernest Financial Advisors, LLC 38.219 -35,71 3.588 -35,46
2026-04-20 13F Jfs Wealth Advisors, Llc 138 0,00 12 0,00
2026-05-05 13F Capital Investment Advisory Services, LLC 66.263 -0,02 5.821 -1,81
2026-05-15 13F Qube Research & Technologies Ltd 100.828 241,43 8.857 235,45
2026-04-24 13F United Community Bank 7.849 -0,63 689 -2,41
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 8.318 -91,39 731 -91,55
2026-05-11 13F Aptus Capital Advisors, LLC 41.771 -0,49 3.669 -2,24
2026-04-15 13F Milestone Asset Management, Llc 3.272 287
2026-05-14 13F Baird Financial Group, Inc. 86.701 -2,96 7.616 -4,68
2026-05-06 13F Meridian Wealth Management, LLC 6.895 -10,72 606 -12,32
2026-04-17 13F Discipline Wealth Solutions, LLC 2.469 217
2026-05-11 13F Ashton Thomas Private Wealth, LLC 20.784 0,19 1.826 -1,62
2026-01-20 13F Tritonpoint Wealth, Llc 0 -100,00 0
2026-05-12 13F Chapman Financial Group, Llc 350 31
2026-05-11 13F Great Valley Advisor Group, Inc. 151.687 -16,72 13.324 -18,21
2026-05-04 13F Sigma Planning Corp 18.340 1,04 1.611 -0,74
2026-05-15 13F RMB Capital Management, LLC 193.059 0,18 16.958 -1,60
2026-04-13 13F LexAurum Advisors, LLC 17.709 28,49 1.556 26,84
2026-05-08 13F Vanguard Advisers Inc 541 48
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 14.059 -2,89 1.235 -4,64
2026-05-07 13F Wharton Business Group, LLC 10.345 0,00 909 -1,84
2026-04-20 13F Kestra Private Wealth Services, Llc 411.010 -0,57 36.103 -2,34
2026-04-17 13F HHM Wealth Advisors, LLC 3.240 0,28 285 -1,39
2026-05-15 13F Huntington National Bank 96.530 -9,02
2026-04-20 13F Gilbert Capital Group, Inc. 2.284 0,00 201 -1,96
2026-05-11 13F Hall Capital Management Co Inc 4.543 0,00 427 4,93
2026-05-13 13F Cetera Investment Advisers 2.589.945 5,68 227.501 3,80
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-04-08 13F Melone Private Wealth, LLC 64.100 1,89 5.631 0,07
2026-05-15 13F Osbon Capital Management Llc 41.794 -4,69 3.671 -6,38
2026-05-12 13F Stifel Financial Corp 490.870 2,25 43.118 0,43
2026-04-24 13F Horizon Wealth Management, LLC 9.292 0,22 816 -1,57
2026-04-27 13F Evolution Wealth Management Inc. 1.195 42,94 105 40,54
2026-05-11 13F VeraBank, N.A. 5.489 -3,48 482 -5,12
2026-05-13 13F S&t Bank/pa 316 0,00 28 -3,57
2026-05-15 13F Cascades Capital Asset Management, LLC 1.640 -46,41 144 -47,25
2026-04-07 13F Park Avenue Securities Llc 58.293 1,30 5 0,00
2026-04-08 13F RVW Wealth, LLC 829.962 0,84 72.904 -0,95
2026-04-09 13F Thrive Wealth Management, LLC 7.439 -2,35 653 -4,11
2026-04-22 13F RMR Wealth Builders 17.179 -7,85 1.509 -9,48
2026-04-16 13F Ballast Rock Private Wealth LLC 3.268 0,00 287 -1,71
2026-04-21 13F Waterway Wealth Management, LLC 42.494 -5,32 3.733 -7,00
2026-05-04 13F Geneos Wealth Management Inc. 23.537 0,03 2.067 -1,76
2026-05-07 13F Rothschild Investment Llc 7.042 0,18 619 -1,59
2026-05-15 13F Morgan Stanley 8.988.724 5,60 789.570 3,72
2026-02-13 13F Palisade Asset Management, LLC 0 -100,00 0
2026-04-10 13F RTD Financial Advisors, Inc. 4.617 406
2026-04-13 13F Winthrop Advisory Group LLC 294.509 15,37 25.870 13,32
2026-02-17 13F Snowden Capital Advisors LLC 2.246 -0,80 201 -0,50
2026-04-29 13F/A Perryman Financial Advisory Inc /ad 63.806 1,58 5.605 -0,23
2026-04-09 13F Central Valley Advisors, Llc 14.550 -4,11 1.278 -5,75
2026-05-14 13F Allworth Financial LP 6.371 1,92 560 0,18
2026-05-04 13F Flynn Zito Capital Management, Llc 8.080 -4,04 710 -5,84
2026-04-22 13F Viewpoint Investment Partners Corp 31.678 -18,77 2.782 -20,22
2026-05-12 13F LightSquare Wealth Management, LLC 3.290 289
2026-04-20 13F Hoxton Planning & Management, LLC 39.373 5,78 3.459 3,91
2026-04-21 13F TigerOak Management, L.L.C. 296.463 -0,66 26.041 -2,43
2026-04-22 13F Clear Creek Financial Management, LLC 65.585 39,98 5.761 37,49
2026-02-17 13F Glenmede Trust Co Na 57.493 -1,93 5.142 9,83
2026-04-21 13F Pallas Capital Advisors LLC 17.546 0,04 1.541 -1,72
2026-04-27 13F Oxbow Advisors, LLC 37.227 30,71 3.270 28,35
2026-04-28 13F Bravias Capital Group, LLC 20.935 -5,55 1.839 -7,27
2026-04-13 13F Colorado Capital Management, Inc. 10.991 12,52 1
2026-05-07 13F Johnson Financial Group, Inc. 242 0,00 21 0,00
2026-05-01 13F Win Advisors, Inc 0 -100,00 0
2026-05-07 13F Legacy Wealth Managment, LLC/ID 26.399 -7,58 2.319 -9,24
2026-04-22 13F Princeton Global Asset Management LLC 250 0,00 22 -4,55
2026-05-06 13F FSA Advisors, Inc. 3.198 0,03 281 -1,75
2026-05-13 13F O'shaughnessy Asset Management, Llc 14.965 14,22 1.315 12,21
2026-05-15 13F Smartleaf Asset Management LLC 180.457 -12,92 15.456 -17,17
2026-04-28 13F Investment Advisory Services Group LLC 9.299 -76,28 817 -76,73
2026-05-20 13F Hobbs Group Advisors, LLC 59.790 -1,61 5.252 -3,37
2026-04-30 13F Fidelity D & D Bancorp Inc 7.362 647
2026-04-23 13F Harbor Investment Advisory, Llc 2.347 0,00 206 -1,44
2026-04-28 13F Stratos Wealth Advisors, LLC 12.178 5,66 1.070 3,79
2026-05-04 13F Sound Portfolio Advisors, LLC 27.811 -1,30 2.443 -3,06
2026-05-13 13F Prestige Wealth Management Group LLC 603.626 -3,16 53.023 -4,88
2026-05-21 13F Raab & Moskowitz Asset Management LLC 15.737 -6,67 1.382 -8,29
2026-04-30 13F Titleist Asset Management, Llc 30.136 -2,36 2.647 -4,09
2026-05-15 13F/A Prepared Retirement Institute LLC 2.896 0,00 254 -1,55
2026-05-15 13F Breakwater Investment Management 3.162 0,00 278 -1,77
2026-05-15 13F Burns Matteson Capital Management, LLC 52.295 0,73 4.594 -1,06
2026-04-16 13F Annex Advisory Services, LLC 2.355 0,00 207 -1,90
2026-05-05 13F Atria Investments Llc 209.339 -26,91 18.388 -28,21
2026-04-30 13F BRYN MAWR TRUST Co 104.620 -0,35 9.190 -2,13
2026-05-15 13F Summit Financial, LLC 49.016 13,43 4.306 11,41
2026-05-15 13F Keating Financial Advisory Services, Inc. 21.562 -23,75 1.894 -25,12
2026-04-09 13F Key Client Fiduciary Advisors, LLC 8.974 1,34 788 -0,38
2026-04-14 13F Opal Wealth Advisors, LLC 467 41
2026-05-05 13F Luts & Greenleigh Group, Inc 4.375 384
2026-04-07 13F Bulwark Capital Corp 10.323 -5,85 907 -7,55
2026-05-11 13F Commonwealth Retirement Investments LLC 3.730 -1,30 328 -2,97
2026-05-14 13F Venture Visionary Partners LLC 27.028 -84,97 2.374 -85,30
2026-04-27 13F Denver Wealth Management, Inc. 18.715 20,28 1.644 18,12
2026-04-21 13F Keystone Financial Group, Inc. 745 0,27 65 -1,52
2026-05-08 13F Pnc Financial Services Group, Inc. 11.696.187 -4,97 1.027.393 -6,66
2026-04-30 13F Simplicity Wealth,LLC 3.157 277
2026-04-08 13F Winter & Associates, Inc. 45.541 -16,30 4.027 -17,24
2026-04-28 13F Lansing Street Advisors 39.955 -1,24 3.510 -2,99
2026-05-15 13F Tower Research Capital LLC (TRC) 0 -100,00 0
2026-05-18 13F Centaurus Financial, Inc. 9.112 -0,14 1
2026-05-14 13F Horizon Investments, LLC 89.238 106,67 7.832 102,90
2026-04-28 13F Nbt Bank N A /ny 106 19,10 9 0,00
2026-05-04 13F Henderson Brothers Financial Partners, LLC 5.906 112,52 519 108,87
2026-05-05 13F PFG Advisors 14.782 -32,16 1.298 -33,37
2026-05-11 13F Citigroup Inc 760 -69,65 67 -70,40
2026-05-05 13F Crestwood Advisors Group LLC 2.777 17,77 244 15,71
2026-05-15 13F National Bank Of Canada /fi/ 11.275 1,36 992 -0,30
2026-05-08 13F Russell Investments Group, Ltd. 9 1
2026-04-20 13F SILVER OAK SECURITIES, Inc 9.291 50,85 816 47,29
2026-04-23 13F Drucker Wealth 3.0, LLC 3.337 0,00 293 -1,68
2026-05-15 13F GWM Advisors LLC 389.160 -26,09 15.505 -67,08
2026-05-06 13F Fidelis Capital Partners, LLC 2.925 0,00 257 -1,92
2026-04-27 13F Prasad Wealth Partners, LLC 3.798 0,18 334 -1,77
2026-05-15 13F Silvercrest Asset Management Group Llc 5.117 0,00 449 -1,75
2026-02-10 13F Private Wealth Asset Management, LLC 0 -100,00 0
2026-05-11 13F Empirical Asset Management, LLC 7.544 16,67 663 14,53
2026-05-11 13F Founders Financial Alliance, LLC 96.363 3,51 8.465 1,67
2026-04-24 13F Berkeley, Inc 34.774 -54,95 3.055 -55,76
2026-05-12 13F TD Waterhouse Canada Inc. 9.390 -22,52 827 -23,73
2026-04-24 13F RKL Wealth Management LLC 13.862 -3,74 1.218 -5,44
2026-05-08 13F Smithfield Trust Co 14.218 6,20 1 0,00
2026-05-14 13F Financial Advisors Network, Inc. 2.278 0,00 200 -1,48
2026-05-15 13F Ancora Advisors, LLC 73.818 -9,91 6.484 -11,51
2026-01-30 13F Strategic Blueprint, LLC 0 -100,00 0
2026-04-28 13F Southern Michigan Bank & Trust 115 10
2026-05-05 13F D.a. Davidson & Co. 232.570 1,91 20.429 0,10
2026-05-07 13F Avidian Wealth Solutions, LLC 135.254 5,40 11.881 3,53
2026-04-16 13F Uhlmann Price Securities, Llc 12.812 0,25 1.125 -1,49
2026-05-15 13F Mission Wealth Management, Lp 4.236 -81,72 372 -82,04
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 207.969 5,35 18.268 3,48
2026-05-04 13F Objective Capital Management, LLC 4.911 0,29 431 -1,37
2026-05-13 13F Lantern Wealth Advisors, LLC 3.783 -10,57 332 -12,17
2026-05-06 13F Gray Private Wealth, LLC 86.579 2,00 7.605 0,20
2026-04-03 13F Coastline Trust Co 1.724 0,00 151 -1,95
2026-04-20 13F Tranquility Partners, LLC 3.600 -1,04 316 -2,77
2026-05-15 13F Warren Averett Asset Management, LLC 70.737 -5,15 6.214 -6,84
2026-04-20 13F Foster Victor Wealth Advisors, LLC 2.714 250
2026-05-05 13F Regions Financial Corp 22.136 44,38 1.944 41,79
2026-05-04 13F Brookwood Investment Group LLC 3.370 0,00 296 -1,66
2026-05-15 13F Weaver Consulting Group 3.332 0,00 293 -1,68
2026-04-23 13F Etesian Wealth Advisors, Inc. 30.979 6,08 2.721 4,21
2026-04-23 13F Intrua Financial, LLC 497.887 3,02 43.734 1,19
2026-05-15 13F United Capital Financial Advisers, Llc 94.746 -10,27 8.324 -11,86
2026-04-22 13F Paul Damon & Associates, Inc. 44.150 -61,69 3.878 -62,38
2026-05-12 13F Jane Street Group, Llc 26.386 2.318
2026-04-14 13F Southland Equity Partners LLC 27.828 -1,07 2.444 -2,82
2026-04-29 13F Seelaus Asset Management LLC 2.483 -24,21 218 -25,34
2026-05-13 13F Freestone Capital Holdings, LLC 2.400 0,00 211 -1,87
2026-05-28 13F Cozad Asset Management Inc 3.445 0,00 303 -1,95
2026-04-21 13F Clarus Group, Inc. 4.787 -0,40 420 -2,10
2026-05-01 13F Strategic Investment Solutions, Inc. /IL 1.221 0,00 107 -1,83
2026-04-17 13F United Advisor Group, LLC 140.238 1,44 12.318 -0,36
2026-05-01 13F Compass Financial Services Inc 227.624 -30,08 19.995 -31,33
2026-04-14 13F Juncture Wealth Strategies, Llc 2.443 0,00 215 -1,83
2026-06-01 13F Flagship Wealth Advisors, Llc 64.346 -20,13 5.388 -25,21
2026-05-13 13F LM Advisors LLC 6.168 160,80 70 169,23
2026-04-30 13F Kestra Advisory Services, LLC 770.424 0,50 67.674 -1,28
2026-05-13 13F Mpwm Advisory Solutions, Llc 170 -11,46 15 -17,65
2026-05-05 13F truNorth Financial Services, Inc. 7.088 0,00 623 -1,74
2026-05-12 13F Invesco Ltd. 0 -100,00 0
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 520.236 27,91 46 25,00
2026-04-02 13F Noble Wealth Management PBC 9.627 -4,87 846 -6,63
2026-04-27 13F Iron Financial, LLC 4.726 -7,89 415 -9,39
2026-05-09 13F ZEGA Investments, LLC 3.362 25,92 295 23,95
2026-05-14 13F HighPoint Advisor Group LLC 568.241 23,71 49.914 21,51
2026-04-08 13F Spinnaker Investment Group, LLC 568.471 -7,80 49.934 -9,44
2026-04-23 13F American National Bank 787 0,00 69 -1,43
2026-04-28 13F Hardy Reed LLC 4.986 0,00 438 -1,80
2026-04-09 13F Everhart Financial Group, Inc. 2.804 0,00 246 -1,60
2026-05-14 13F Hrt Financial Lp 2.567 -48,30 0
2026-05-15 13F Beacon Pointe Advisors, LLC 14.450 -9,30 1.269 -10,88
2026-04-09 13F Park Place Capital Corp 4.798 88,45 421 85,46
2026-05-14 13F Ballentine Partners, LLC 11.946 7,62 1.049 5,75
2026-05-15 13F Pursuit Wealth Strategies, Llc 200 0,00 18 0,00
2026-05-15 13F Perennial Investment Advisors, LLC 4.109 -36,11 361 -37,39
2026-02-17 13F Optiver Holding B.V. 0 -100,00 0
2026-04-27 13F HB Wealth Management, LLC 263.766 -2,07 23.169 -3,82
2026-05-12 13F/A Panoramic Investment Advisors, Llc 18.612 -3,91 1.635 -5,66
2026-04-13 13F Wolff Wiese Magana Llc 1.411 1,44 124 -0,81
2026-04-08 13F Stonebridge Financial Group, LLC 29.466 0,52 2.588 -1,26
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 525 0,00 46 0,00
2026-05-12 13F Avant Capital LLC 111.860 0,23 9.826 -1,55
2026-02-12 13F Colonial Trust Advisors 0 -100,00 0 -100,00
2026-04-15 13F Journey Strategic Wealth Llc 6.031 -2,08 530 -3,82
2026-04-20 13F GSB Wealth Management, LLC 60.023 12,01 5.272 10,02
2026-05-01 13F Abound Financial, Llc 15 0,00 1 0,00
2026-04-15 13F Meridian Financial Partners LLC 36.291 -3,48 3.208 -5,76
2026-04-23 13F Spinnaker Trust 4.980 0,00 437 -1,80
2026-05-05 13F Gallacher Capital Management LLC 4.387 0,00 385 -1,79
2026-05-12 13F One Capital Management, LLC 498.699 -3,49 43.806 -5,20
2026-02-02 13F B.O.S.S. Retirement Advisors, LLC 0 -100,00 0 -100,00
2026-04-08 13F Choice Wealth Advisors, LLC 327.972 1,66 28.809 -0,15
2026-05-04 13F Glassman Wealth Services 813.128 -3,35 71.425 -5,07
2026-05-04 13F Optima Capital Llc 0 -100,00 0
2026-05-14 13F Rockefeller Capital Management L.P. 723.634 -35,24 63.564 -36,39
2026-05-14 13F Gts Securities Llc 2.393 -93,73 210 -93,85
2026-04-24 13F Medallion Wealth Advisors, LLC 363 0,00 32 -3,12
2026-05-12 13F Resolute Capital, Llc 409.789 5,60 35.996 3,72
2026-05-05 13F Frazier Financial Advisors, LLC 1.027 0,00 90 -1,10
2026-05-01 13F Hantz Financial Services, Inc. 112 1,82 0
2026-04-21 13F Mesirow Financial Investment Management, Inc. 23.601 2,01 2.073 0,19
2026-05-13 13F Envision Financial Transparency, LLC 2.401 0
2026-04-15 13F Retirement Investment Advisors, Inc. 2.321 0,00 208 0,00
2026-05-13 13F Clearwater Capital Advisors, LLC 930.174 3,38 81.706 1,55
2026-04-28 13F Indiana Trust & Investment Management CO 227 0,00 20 -5,00
2026-04-07 13F Fragasso Group Inc. 26.723 -1,57 2.363 -2,64
2026-04-21 13F Claro Advisors LLC 5.673 10,76 498 8,73
2026-04-29 13F Resonant Capital Advisors, LLC 4.365 0,05 383 -1,79
2026-04-30 13F ATX Financial Planning, LLC 8.569 -50,34 753 -51,26
2026-04-15 13F Parsons Capital Management Inc/ri 11.377 14,35 999 12,37
2026-05-05 13F Howard Capital Management Inc. 0 -100,00 0
2026-05-14 13F Redwood Investment Management, Llc 9.294 36,80 1
2026-05-15 13F Cresset Asset Management, LLC 26.720 -1,23 2.347 -2,98
2026-05-12 13F Cahill Financial Advisors Inc 58.165 -1,85 5.109 -3,59
2026-04-27 13F Bulltick Wealth Management, LLC 0 -100,00 0
2026-05-12 13F Colonial Trust Co / SC 9.825 0,00 863 -1,71
2026-04-13 13F Amplius Wealth Advisors, LLC 283.428 10,72 24.896 8,76
2026-05-01 13F Sovran Advisors, LLC 14.880 3,63 1.397 6,80
2026-05-04 13F Mml Investors Services, Llc 282.700 -13,22 24.832 -14,76
2026-04-23 13F Cornerstone Wealth Management, LLC 9.174 -6,13 806 -7,79
2026-04-28 13F Bfsg, Llc 317 0,00 28 -3,57
2026-04-28 13F Whittier Trust Co 2.655 0,00 235 -2,50
2026-05-13 13F Franklin Resources Inc 41.741 0,00 3.667 -1,77
2026-04-15 13F Eaton Financial Holdings Company, LLC 58.442 -52,71 5.134 -53,55
2026-04-21 13F Old National Bancorp /in/ 7.278 -9,43 639 -11,00
2026-05-05 13F Blackhawk Capital Partners LLC. 17.063 5,07 1.499 3,17
2026-05-12 13F Benjamin Edwards Inc 5.396 -75,15 474 -75,64
2026-04-22 13F Harbor Asset Planning, Inc. 2.133 0,28 187 -1,58
2026-05-15 13F CI Private Wealth, LLC 73.709 -8,49 6.242 -13,36
2026-05-14 13F PlanVest Financial, Inc 519 46
2026-05-12 13F Thoroughbred Financial Services, Llc 26.904 -4,89 2 0,00
2026-05-13 13F Brinker Capital Investments, LLC 2.880 -77,73 253 -78,11
2026-04-10 13F Lifestyle Asset Management, Inc. 0 -100,00 0
2026-05-21 13F Vestor Capital, Llc 582 0
2026-05-07 13F Crewe Advisors LLC 36 -33,33 3 -25,00
2026-05-07 13F Fox Financial, Inc 5.512 -0,76 484 -2,42
2026-05-15 13F Gw Henssler & Associates Ltd 6.910 -0,36 607 -2,26
2026-04-22 13F Aspire Capital Advisors LLC 379.846 3,08 33.366 1,25
2026-04-14 13F Regent Peak Wealth Advisors LLC 3.687 -13,39 324 -15,00
2026-04-23 13F Catalina Capital Group, LLC 51.910 -0,40 4.560 -2,19
2026-04-28 13F Golden State Equity Partners 94.093 238,76 8.265 232,86
2026-05-07 13F Symphony Financial Services, Inc. 28.723 2,65 2.523 0,84
2026-05-08 13F Prime Capital Investment Advisors, LLC 1.079.247 -29,70 94.801 -30,95
2026-04-20 13F Darrow Company, Inc. 120.485 4,62 10.575 2,67
2026-04-17 13F Guyasuta Investment Advisors Inc 3.991 351
2026-04-27 13F Sound Income Strategies, LLC 134 -72,08 12 -74,42
2026-05-14 13F Financial Network Wealth Advisors LLC 77 7
2026-04-24 13F Bayban 36 0,00 3 0,00
2026-04-23 13F Oppenheimer & Co Inc 63.729 0,67 5.598 -1,13
2026-04-23 13F Embree Financial Group 7.038 101,78 618 98,71
2026-05-05 13F UBS Group AG 2.766.363 3,28 242.997 1,44
2026-05-06 13F Simon Quick Advisors, Llc 7.762 0,00 682 -1,87
2026-04-13 13F IFP Advisors, Inc 406.724 4,14 35.727 2,29
2026-04-15 13F Ffg Retirement Advisors Llc 70.126 2,65 6.160 0,82
2026-04-29 13F Sanchez Wealth Management Group 365.552 1,52 32.110 -0,29
2026-05-13 13F Ubs Asset Management Americas Inc 42.808 480,21 3.760 470,56
2026-04-21 13F Laurel Oak Wealth Management, Llc 23.666 11,82 2.079 9,83
2026-04-16 13F Clark Asset Management, LLC 7.048 27,61 619 25,56
2026-05-06 13F Greenwood Gearhart Inc 10.010 -3,42 879 -5,08
2026-05-05 13F Sanctuary Advisors, LLC 217.227 -15,80 19.081 -17,29
2026-05-15 13F Advisor Group Holdings, Inc. 597.611 -8,93 52.503 -10,54
2026-05-01 13F Fifth Third Bancorp 856.692 12.667,39 75.252 12.441,83
2026-05-04 13F Savant Capital, LLC 390.416 -5,15 34.294 -6,84
2026-04-28 13F Robertson Stephens Wealth Management, LLC 12.922 -0,01 1.135 -1,73
2026-05-15 13F Gateway Wealth Partners, LLC 177.509 96,67 15.592 93,19
2026-05-15 13F TCG Advisory Services, LLC 23.670 2.079
2026-01-16 13F Trust Co Of Vermont 231 -21,69 21 -23,08
2026-05-15 13F Susquehanna International Group, Llp 0 -100,00 0 -100,00
2026-06-02 13F/A Parallel Advisors, LLC 0 -100,00 0 -100,00
2026-04-28 13F ORBA Wealth Advisors, L.L.C. 33.149 -16,28 2.912 -17,77
2026-04-28 13F Bogart Wealth, LLC 549 20,13 48 20,00
2026-02-02 13F Sachetta, LLC 0 -100,00 0
2026-05-15 13F Fmr Llc 70.224 23,93 6.169 21,73
2026-05-08 13F Cetera Trust Company, N.A 200 -42,36 18 -45,16
2026-05-13 13F Mariner, LLC 581.216 3,04 51.054 1,21
2026-05-14 13F Captrust Financial Advisors 761.831 -0,09 66.901 -1,89
2026-04-15 13F Verum Partners LLC 22.315 9,26 1.960 7,34
2026-04-28 13F Flagship Harbor Advisors, Llc 104.374 -8,91 9.168 -10,53
2026-05-11 13F Wells Fargo & Company/mn 1.654.013 -1,74 145.289 -3,49
2026-04-15 13F Third View Private Wealth, LLC 3.320 -11,68 292 -13,39
2026-02-11 13F SOUTH STATE Corp 0 -100,00 0
2026-02-06 13F GPS Wealth Strategies Group, LLC 6.278 -97,88 561 -97,87
2026-04-22 13F Onyx Bridge Wealth Group LLC 0 -100,00 0
2026-04-09 13F DHJJ Financial Advisors, Ltd. 24.765 -3,91 2.175 -5,60
2026-05-13 13F Principal Securities, Inc. 4.635 12,64 407 10,60
2026-05-13 13F Ridge Creek Global, Inc 16.960 0,00 1.490 -1,78
2026-05-15 13F Flow Traders U.s. Llc 10.591 -46,47 1 -100,00
2026-05-04 13F Envestnet Asset Management Inc 2.157.249 -8,18 189.493 -9,82
2026-05-12 13F Insigneo Advisory Services, Llc 0 -100,00 0
2026-04-07 13F Farther Finance Advisors, LLC 78.907 -14,01 6.951 -15,30
2026-05-15 13F Larson Financial Group LLC 1.215.864 19,64 106.802 17,51
2026-05-13 13F Federation des caisses Desjardins du Quebec 515 0,00 45 -2,17
2026-05-15 13F Inspire Advisors, LLC 5.289 -0,41 465 -2,11
2026-05-14 13F Bare Financial Services, Inc 155 0,00 14 0,00
2026-04-13 13F Breachway Investments LLC 4.833 0,27 426 -1,39
2026-05-14 13F Ieq Capital, Llc 21.818 0,00 1.917 -1,79
2026-04-30 13F Legacy Financial Advisors, Inc. 722.416 -11,72 63.457 -13,29
2026-01-16 13F Beaumont Financial Advisors, LLC 0 -100,00 0
2026-04-15 13F Trust Point Inc. 9.696 0,00 852 -1,85
2026-04-21 13F Pinnacle Associates Ltd 318.370 5,32 27.966 3,44
2026-05-06 13F Townsend Asset Management Corp /nc/ /adv 197.697 2,84 17.366 1,01
2026-02-12 13F Renaissance Technologies Llc 0 -100,00 0
2026-04-14 13F SNS Financial Group, LLC 717.040 1,88 62.985 0,07
2026-04-28 13F Belpointe Asset Management LLC 332.954 1,25 29.247 -0,55
2026-05-05 13F Bank of New York Mellon Corp 5.510 -10,83 484 -12,50
2026-05-11 13F Estate Planners Group, LLC 0 -100,00 0
2026-05-12 13F IFG Advisory, LLC 0 -100,00 0
2026-04-23 13F Howard Bailey Securities, Llc 12.815 -0,30 1.126 -2,09
2026-04-27 13F Soltis Investment Advisors LLC 4.489 -11,77 394 -13,41
2026-04-27 13F Beacon Financial Advisory LLC 9.625 -6,70 845 -8,35
2026-05-14 13F CIBC World Markets Inc. 3.313 -13,57 291 -14,91
2026-05-14 13F Quattro Advisors LLC 0 -100,00 0
2026-05-08 13F Addison Advisors LLC 1.311 11,57 115 9,52
2026-05-04 13F Milestones Private Investment Advisors LLC 2.790 -69,86 245 -70,37
2026-02-05 13F Dana Investment Advisors, Inc. 0 -100,00 0
2026-04-17 13F Wealthbridge Capital Management, Llc 16.608 0,12 1.459 -1,69
2026-05-18 13F Ashton Thomas Securities, Llc 19.138 1.681
2026-05-11 13F HBK Sorce Advisory LLC 6.734 3,78 640 5,97
2026-05-12 13F Kingsview Wealth Management, LLC 3.604 317
2026-04-23 13F Fairman Group, LLC 200 0,00 18 0,00
2026-04-23 13F OakTrust Wealth Advisors, LLC 14.347 -40,79 1.260 -41,83
2026-04-14 13F Cdm Financial Counseling Services, Inc. 6.992 0,00 614 -1,76
2026-04-22 13F Muirfield Wealth Advisors Llc 13.006 -0,02 1.142 -1,81
2026-05-07 13F Florida Financial Advisors, Llc 13.024 11,13 1.144 9,69
2026-04-24 13F Williams Financial, LLC 139.329 -0,62 12.239 -2,38
2026-05-13 13F Strategic Financial Concepts, LLC 9.534 -53,34 837 -54,19
2026-02-23 13F Virtu Financial LLC 0 -100,00 0
2026-04-22 13F Sykon Capital Llc 0 -100,00 0
2026-04-10 13F Sunflower Bank, N.A. 3.091 272
2026-04-16 13F Davis Capital Management 56 0,00 5 -20,00
2026-05-07 13F Lowe Brockenbrough & Co Inc 3.000 -18,92 264 -20,30
2026-05-13 13F Dickmeyer Boyce Financial Management, Inc. 52.813 4.639
2026-05-15 13F JT Stratford LLC 53.499 2,54 4.699 0,73
2026-04-29 13F Stenger Family Office, LLC 307.503 26.978
2026-01-28 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 0 -100,00 0
2026-04-23 13F Atlas Private Wealth Advisors 9.988 0,22 877 -1,57
2026-04-24 13F KPP Advisory Services LLC 10.166 -23,94 893 -25,36
2026-05-15 13F Tradition Wealth Management, LLC 2.621 0,15 230 -1,71
2026-04-15 13F Seacrest Wealth Management, Llc 55.880 -2,11 4.908 -4,75
2026-04-23 13F Blue Rock Wealth Management LLC 123.241 -0,77 10.826 -2,54
2026-05-13 13F Natixis Advisors, L.p. 14.470 9,39 1 0,00
2026-04-30 13F Beacon Financial Group 574.692 -0,60 50.481 -2,37
2026-04-27 13F Albion Financial Group /ut 85.279 -0,01 7.491 -1,80
2026-05-08 13F Cm Wealth Advisors Llc 6.300 0,00 553 -1,78
2026-05-08 13F Roundview Capital LLC 0 -100,00 0
2026-04-30 13F Waterfront Wealth Inc. 4.405 0,00 387 -3,98
2026-05-01 13F Navigoe, LLC 1.194 0,00 0
2026-05-01 13F Harwood Advisory Group, LLC 1.354 0,30 119 -1,67
2026-05-11 13F Insight Advisors, LLC/ PA 7.603 -95,64 668 -95,73
2026-01-29 13F Comerica Bank 854.542 11,71 76.422 12,30
2026-05-27 13F Allen Capital Group, LLC 7.693 -1,41 676 -3,16
2026-05-05 13F Signet Financial Management, Llc 6.718 -0,59 590 -2,32
2026-05-11 13F Financial Perspectives, Inc 104 0,00 9 0,00
2026-05-12 13F Rsm Us Wealth Management Llc 51.280 -0,07 4.504 -2,53
2026-05-11 13F Savvy Advisors, Inc. 8.944 21,57 786 19,48
2026-05-06 13F SK Wealth Management, LLC 258.309 -5,19 22.842 -8,43
2026-04-22 13F Janney Montgomery Scott LLC 236.963 -3,93 21 -9,09
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 0 -100,00 0
2026-05-14 13F Integrity Financial Corp /WA 385 0,00 34 -2,94
2026-05-11 13F Biltmore Family Office, LLC 7.050 0,00 619 -1,75
2026-05-15 13F/A Vermillion & White Wealth Management Group, LLC 17.666 -1,88 1.552 -3,66
2026-04-16 13F Capital Investment Advisors, LLC 6.167 97,91 542 94,60
2026-05-12 13F Tiaa Trust, National Association 0 -100,00 0
2026-04-27 13F Td Private Client Wealth Llc 22.263 2,58 1.956 0,77
2026-05-14 13F Redwood Financial Network Corp 3.717 -14,96 327 -16,41
2026-04-09 13F Whitaker-Myers Wealth Managers, LTD. 2.833 -0,63 249 -2,36
2026-05-15 13F Ameriprise Financial Inc 6.841.705 -2,81 600.993 -4,53
2026-05-15 13F Aqr Capital Management Llc 43.175 56,73 3.793 53,96
2026-05-13 13F May Barnhard Investments LLC 5.647 -13,52 496 -15,07
2026-05-01 13F Citizens Financial Group Inc/ri 12.418 -9,05 1.091 -10,73
2026-05-14 13F Regal Investment Advisors LLC 30.481 -0,10 2.677 -1,87
2026-04-08 13F Holos Integrated Wealth LLC 869 0,00 77 -1,30
2026-05-13 13F Truvestments Capital Llc 49 0,00 4 0,00
2026-05-12 13F TIAA Wealth Investment Management LLC 417 36
2026-04-15 13F Hengehold Capital Management Llc 193.500 1,55 16.997 -0,25
2026-05-12 13F GGM Financials LLC 19.021 2,48 1.671 0,66
2026-04-09 13F Wedmont Private Capital 42.841 0,62 3.876 0,83
2026-05-11 13F L & S Advisors Inc 4.814 0,02 423 -1,86
2026-04-14 13F Covenant Asset Management, LLC 5.524 -5,00 485 -6,73
2026-04-17 13F RFG Advisory, LLC 41.372 2,38 3.634 0,58
2026-05-08 13F Glenview Trust Co 11.557 -0,58 1.015 -2,31
2026-04-09 13F CRA Financial Services, LLC 217.078 12,40 19.068 10,40
2026-01-29 13F Quest 10 Wealth Builders, Inc. 0 -100,00 0
2026-05-04 13F Wsfs Capital Management, Llc 17.371 -1,79 1.526 -3,54
2026-05-15 13F Cerity Partners LLC 316.695 -5,67 27.819 -7,34
2026-04-16 13F Friday Financial 4.900 -7,55 430 -9,09
2026-04-17 13F Novare Capital Management Llc 0 -100,00 0
2026-05-12 13F Bank of Jackson Hole Trust 1.030 0,00 90 -2,17
2026-05-01 13F Team Financial Group, LLC 391.711 1,02 34.408 -0,78
2026-04-10 13F AssuredPartners Investment Advisors, LLC 18.098 -2,68 1.600 -3,79
2026-05-08 13F Comprehensive Financial Consultants Institutional, Inc. 18.470 16,94 1.622 14,87
2026-04-24 13F Keybank National Association/oh 27.817 -1,30 2.443 -3,06
2026-05-01 13F Wingate Wealth Advisors, Inc. 44.575 5,76 3.915 3,87
2026-05-14 13F Herold Advisors, Inc. 29.154 -7,34 2.561 -8,99
2026-05-13 13F NFP Retirement, Inc. 8.986 -1,10 789 -2,83
2026-04-21 13F Mayfair Advisory Group, LLC 10.006 -4,56 879 -6,60
2026-05-12 13F Atlantic Union Bankshares Corp 807 34,50 71 32,08
2026-04-16 13F Sheets Smith Wealth Management 13.038 -2,49 1.145 -4,18
2026-02-06 13F Global Retirement Partners, LLC 25.759 9,06 2.304 9,61
2026-04-16 13F Brookstone Capital Management 27.759 58,04 2.438 55,29
2026-04-10 13F Eagle Wealth Strategies Llc 200.179 1,87 17.584 0,05
2026-05-11 13F Allianz Asset Management GmbH 3.400 0,00 299 -1,97
2026-01-06 13F Investors Research Corp 0 -100,00 0
2026-05-04 13F 1st Source Bank 6.803 0,00 598 -1,81
2026-05-15 13F Harbour Investments, Inc. 25.050 8,40 2.200 6,49
2026-05-15 13F Hamilton Capital, LLC 7.220.684 4,48 634.265 2,63
2026-05-15 13F Armis Advisers, LLC 12.931 -2,97 1.237 6,45
2026-05-14 13F Kayne Anderson Rudnick Investment Management Llc 262 0,00 23 0,00
2026-04-16 13F Future Financial Wealth Managment LLC 5.591 0,02 518 3,40
2026-05-12 13F Ameritas Advisory Services, LLC 3.012 -4,02 265 -5,71
2026-04-22 13F Atlantic Edge Private Wealth Management, LLC 81 0,00 7 0,00
2026-02-13 13F Colony Group, LLC 1.358.683 3.150,98 121.507 3.168,93
2026-04-14 13F Wealthcare Advisory Partners LLC 116.174 -2,57 10.205 -4,30
2026-05-14 13F Pacific Financial Group Inc 2.906 -7,42 255 -8,93
2026-05-07 13F Alpha Zero LLC 117.853 4,14 10.352 2,29
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