Basisstatistiken
| Institutionelle Eigentümer | 559 total, 557 long only, 1 short only, 1 long/short - change of 1,99% MRQ |
| Durchschnittliche Portfolioallokation | 1.0295 % - change of -36,54% MRQ |
| Institutionelle Aktien (Long) | 53.879.620 (ex 13D/G) - change of 15,54MM shares 26,89% MRQ |
| Institutioneller Wert (Long) | $ 7.560.238 USD ($1000) |
Institutioneller Eigentümerschaft und Aktionäre
iShares Trust - iShares MSCI USA Value Factor ETF (MX:VLUE) hat 559 institutionelle Eigentümer und Aktionäre, die 13D/G oder 13F Formulare bei der Securities Exchange Commission (SEC) eingereicht haben. Diese Institutionen halten insgesamt 53,879,620 Aktien. Die größten Aktionäre sind Northwestern Mutual Wealth Management Co, Mason Investment Advisory Services, Inc., Matson Money. Inc., Bank Of America Corp /de/, BlackRock, Inc., Envestnet Asset Management Inc, Mercer Global Advisors Inc /adv, Wharton Business Group, LLC, LPL Financial LLC, and Morgan Stanley .
iShares Trust - iShares MSCI USA Value Factor ETF (BMV:VLUE) 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-13 | 13F | 5T Wealth, LLC | 1.420 | 202 | ||||||
| 2026-02-12 | 13F | Betterment LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | 10Elms LLP | 13.957 | 12,91 | 1.985 | 17,40 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 38.221 | 43.332,95 | 5.435 | 45.183,33 | ||||
| 2026-05-07 | 13F | Mullooly Asset Management, Inc. | 243.736 | -2,46 | 34.657 | 1,44 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 28.724 | 1.832,97 | 4.084 | 1.911,82 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 6.525 | 0,00 | 928 | 3,92 | ||||
| 2026-05-12 | 13F | Mainstay Capital Management Llc /adv | 267.154 | 37.987 | ||||||
| 2026-04-14 | 13F | Seven Mile Advisory | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Saxon Interests, Inc. | 14.278 | -15,56 | 2.030 | -12,20 | ||||
| 2026-05-13 | 13F | Measured Wealth Private Client Group, LLC | 54 | 0,00 | 8 | 0,00 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 594 | 0,00 | 84 | 3,70 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 2.912 | 12,09 | 414 | 16,62 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 40 | 6 | ||||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 5.488 | 0,05 | 780 | 4,14 | ||||
| 2026-05-04 | 13F | Carrera Capital Advisors | 4.819 | -1,71 | 685 | 2,24 | ||||
| 2026-04-24 | 13F | Keystone Global Partners, LLC | 19.159 | 2.724 | ||||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 1.316 | -8,74 | 187 | -10,10 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 2.009 | 286 | ||||||
| 2026-05-04 | 13F | Archer Investment Corp | 1.283 | 0,00 | 182 | 4,00 | ||||
| 2026-05-11 | 13F | Haverford Trust Co | 12.546 | -4,24 | 1.784 | -0,45 | ||||
| 2026-05-04 | 13F | Summit Wealth Group, LLC | 6.818 | -13,01 | 969 | -9,52 | ||||
| 2026-05-15 | 13F | Windsor Advisory Group, LLC | 361 | 51 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 6.073 | 9,52 | 864 | 13,85 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 4.566 | 0,00 | 624 | 0,00 | ||||
| 2026-05-12 | 13F | Community Bank, N.A. | 2.788 | 0,00 | 396 | 3,94 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 5.403 | 10,51 | 768 | -4,71 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 9.428 | -0,06 | 1.341 | 3,96 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 2 | 0,00 | 0 | |||||
| 2026-04-20 | 13F | LS Investment Advisors, LLC | 10.060 | -12,36 | 1.430 | -8,86 | ||||
| 2026-04-17 | 13F | Kaufman Rossin Wealth, LLC | 3.369 | 0,00 | 479 | 4,13 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 2.386 | 2,80 | 339 | 6,94 | ||||
| 2026-05-04 | 13F | Arrow Investment Advisors, LLC | 32.496 | 4.621 | ||||||
| 2026-05-08 | 13F | SHP Wealth Management | 334 | 0,30 | 48 | 4,44 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 26.289 | 84,34 | 3.738 | 91,79 | ||||
| 2026-05-07 | 13F | Wharton Business Group, LLC | 1.153.472 | -3,57 | 164.012 | 0,28 | ||||
| 2026-05-05 | 13F | BCGM Wealth Management, LLC | 2.408 | 0,42 | 342 | 4,59 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 396 | 0,00 | 56 | 3,70 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 172 | -36,30 | 24 | -33,33 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 24.425 | 3.473 | ||||||
| 2026-05-11 | 13F | Fortis Capital Management LLC | 2.521 | 0,00 | 358 | 4,07 | ||||
| 2026-05-05 | 13F | Aspiring Ventures, LLC | 1.848 | 263 | ||||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 1.600 | -4,88 | 227 | -0,87 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 18.696 | -14,46 | 2.715 | -13,18 | ||||
| 2026-05-01 | 13F | Innovative Wealth Building LLC | 4.907 | -10,08 | 698 | -6,57 | ||||
| 2026-05-14 | 13F | Delos Wealth Advisors, LLC | 942 | 134 | ||||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 52 | 0,00 | 7 | 0,00 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 687 | 98 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 4.658 | 662 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 560 | 0 | ||||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 497 | 0,00 | 62 | 10,71 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 3.892 | 553 | ||||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 17.889 | -3,38 | 2.544 | 0,47 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 1.835 | 0,11 | 261 | 4,00 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 50 | -73,12 | 7 | -72,00 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 135 | 10,66 | 19 | 18,75 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 164 | 0,00 | 23 | 4,55 | ||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 38 | 0,00 | 7 | 20,00 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 11.181 | -10,00 | 1.590 | -6,42 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 1.688 | -37,60 | 240 | -35,23 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 3.375 | -5,30 | 480 | -1,64 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 3.349 | 476 | ||||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 3.991 | 567 | ||||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 5.436 | 0,00 | 773 | 3,90 | ||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Heirloom Wealth Management | 7.743 | 1.101 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 194.434 | 87,75 | 27.647 | 95,24 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | 45.774 | 420,45 | 6.509 | 441,43 | ||||
| 2026-05-11 | 13F | WealthTrust Axiom LLC | 1.930 | 0,00 | 274 | 4,18 | ||||
| 2026-05-11 | 13F | West Wealth Group, LLC | 5.491 | 26,58 | 781 | 31,53 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 1.223 | 11,89 | 174 | 16,11 | ||||
| 2026-04-24 | 13F | Swmg, Llc | 13.058 | 1.857 | ||||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 5.556 | 2,87 | 790 | 7,05 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 3.293 | -8,27 | 468 | -4,49 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 667 | 0,15 | 95 | 3,30 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Bokf, Na | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 16.892 | -46,04 | 2.402 | -43,90 | ||||
| 2026-04-29 | 13F | Signet Private Wealth LLC | 1.585 | 225 | ||||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 10.057 | 0,00 | 1.430 | 4,00 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 35 | 20,69 | 5 | 33,33 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 2.761 | 8,87 | 0 | |||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 4.948 | 703 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 291 | 41 | ||||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 2.188 | 361 | ||||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 8.998 | -3,47 | 1.279 | -4,48 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 3.641 | -3,11 | 518 | 0,78 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 237 | 134,65 | 34 | 153,85 | ||||
| 2026-05-04 | 13F | Wealthgarden F.s. Llc | 2.929 | 45,29 | 417 | 42,96 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 75.231 | 368,47 | 10.697 | 387,33 | ||||
| 2026-04-23 | 13F | Foundry Financial Group, Inc. | 3.154 | 0,00 | 448 | 3,94 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 3.735 | -1,19 | 531 | 2,91 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 17.370 | -50,42 | 2.470 | -48,46 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 26 | 8,33 | 4 | 33,33 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 5.517 | 9,23 | 785 | 13,62 | ||||
| 2026-05-13 | 13F | Lunt Capital Management, Inc. | 3.396 | 0,00 | 483 | 3,88 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 27.175 | 0,00 | 3.864 | 4,01 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 10 | 0,00 | 1 | 0,00 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 6.928 | 0,67 | 986 | 4,79 | ||||
| 2026-05-13 | 13F | Edmond De Rothschild Holding S.a. | 550 | 78 | ||||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 7.879 | 1.120 | ||||||
| 2026-06-04 | 13F | Fischer Investment Strategies, Llc | 2.370 | -95,45 | 337 | -95,28 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 2.821 | 15,33 | 401 | 20,06 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 224 | 124,00 | 32 | 138,46 | ||||
| 2026-05-15 | 13F | JT Stratford LLC | 3.195 | 454 | ||||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 24 | 3 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 667.457 | 61,30 | 92.430 | 63,36 | ||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 7.526 | 1.070 | ||||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 11.045 | -0,28 | 1.570 | 3,70 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 40 | 900,00 | 6 | |||||
| 2026-05-15 | 13F | Westbourne Investments, Inc. | 1.641 | 233 | ||||||
| 2026-04-24 | 13F | Vision Capital Management, Inc. | 8.583 | 0,00 | 1.220 | 4,01 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 939.359 | 74,55 | 133.567 | 81,52 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 1.413 | 201 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 4.741 | 674 | ||||||
| 2026-05-04 | 13F | Modus Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 2.110 | 1,64 | 330 | 9,67 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 12.823 | -10,98 | 1.823 | -7,41 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 34.949 | 4.969 | ||||||
| 2026-04-27 | 13F | Moneywise, Inc. | 3.222 | 458 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 72.724 | 1.622,91 | 10 | |||||
| 2026-05-11 | 13F | Citigroup Inc | 4.634 | 44,32 | 659 | 49,89 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 309.025 | 430,74 | 43.940 | 451,94 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 3.515 | -6,34 | 500 | -2,73 | ||||
| 2026-05-07 | 13F | Mason Street Advisors, Llc | 288.200 | 40.979 | ||||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 13.701 | -1,15 | 1.948 | 2,80 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 16.895 | 59,28 | 2.402 | 65,66 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 3.267 | -16,06 | 465 | -12,78 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 574 | 0,00 | 82 | 3,85 | ||||
| 2026-02-03 | 13F | Crossmark Global Holdings, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 3.369 | -0,44 | 479 | 3,68 | ||||
| 2026-05-04 | 13F | Legacy Capital Group California, Inc. | 2.759 | 392 | ||||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 2.508 | 0,00 | 357 | 4,09 | ||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 1.760 | -2,55 | 250 | 1,63 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 158 | -24,04 | 22 | -21,43 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 1 | 0,00 | 0 | |||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 132.336 | -15,79 | 18.817 | -4,25 | ||||
| 2026-05-15 | 13F | NCM Capital Management, LLC | 12.425 | 0,02 | 1.767 | 4,00 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Biltmore Family Office, LLC | 800 | 0,00 | 114 | 3,67 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F/A | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1.565 | 0,00 | 145 | 1,41 | ||||
| 2026-04-13 | 13F | ONE Advisory Partners, LLC | 2.633 | 3,09 | 374 | 7,16 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 9.254 | 1,17 | 1.316 | 5,20 | ||||
| 2026-04-24 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 2.435 | 48,57 | 346 | 54,46 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1.612.286 | 0,35 | 229.251 | 4,35 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 8.596 | -0,83 | 1.222 | 3,12 | ||||
| 2026-05-13 | 13F | Invst, LLC | 8.082 | 1.149 | ||||||
| 2026-04-10 | 13F | BostonPremier Wealth LLC | 3.412 | 0,12 | 485 | 4,30 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 3.116 | 443 | ||||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 30.523 | 5,59 | 4.340 | 9,82 | ||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 1.425 | -4,43 | 203 | -0,49 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 39.294 | -1,07 | 5.587 | 2,89 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 244 | 0,41 | 35 | 3,03 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 9.107 | 1.295 | ||||||
| 2026-04-08 | 13F | Warner Financial, Inc | 11.729 | 0,14 | 1.668 | 166.700,00 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 3.133 | -3,84 | 445 | 0,00 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 2.100 | 287 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 50.582 | 16,36 | 7 | 40,00 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 305.941 | 75,41 | 43.502 | 82,42 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 21 | 3 | ||||||
| 2026-05-04 | 13F | Gleason Group, Inc. | 758 | 0,40 | 108 | 3,88 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 18.644 | 6,18 | 2.651 | 10,42 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 344 | -3,64 | 49 | 0,00 | ||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 6.527 | 928 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 11.440 | -20,30 | 1.627 | -17,13 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 65 | 0,00 | 9 | 12,50 | ||||
| 2026-05-14 | 13F | Marshall Wace, Llp | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 1.456 | 207 | ||||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 1.897 | 0,00 | 270 | 3,86 | ||||
| 2026-05-11 | 13F | First Financial Bankshares Inc | 2.725 | -0,55 | 387 | 3,48 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 8.856 | 8,15 | 1.259 | 12,51 | ||||
| 2026-04-27 | 13F | Actinver Wealth Management, Inc. | 4.538 | -3,30 | 645 | 0,62 | ||||
| 2026-02-13 | 13F | Becker Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 127 | 64,94 | 18 | 80,00 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 12.880 | -2,79 | 1.831 | 1,10 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 57.423 | -5,01 | 8.165 | -1,22 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 56 | 0,00 | 8 | 0,00 | ||||
| 2026-05-05 | 13F | Almanack Investment Partners, LLC. | 9.419 | 0,00 | 1.339 | 4,04 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 3.206 | -0,93 | 456 | 2,94 | ||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 1.965 | 22,51 | 279 | 27,40 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 10.869 | 18,97 | 2 | 0,00 | ||||
| 2026-05-05 | 13F | UBS Group AG | 349.243 | -3,50 | 49.659 | 0,35 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 3.762 | 0,05 | 595 | 15,76 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 165 | 0,00 | 23 | 4,55 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 6.452 | 72,10 | 917 | 79,10 | ||||
| 2026-05-11 | 13F | Chilton Capital Management Llc | 386 | 55 | ||||||
| 2026-04-17 | 13F | Nova R Wealth, Inc. | 1.987 | -2,50 | 283 | 1,44 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 5.202 | 10,56 | 711 | 20,92 | ||||
| 2026-05-15 | 13F | Driehaus Capital Management Llc | 2.962 | -54,02 | 421 | -52,16 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 15.077 | -0,64 | 2.144 | 3,33 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 755 | 107 | ||||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 3.290 | -0,54 | 468 | 3,32 | ||||
| 2026-05-13 | 13F | S&t Bank/pa | 3.647 | -7,06 | 519 | -3,36 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 5.595 | 17,22 | 775 | 18,71 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 99 | 14 | ||||||
| 2026-05-04 | 13F | Citizens National Bank Trust Department | 6 | 1 | ||||||
| 2026-05-11 | 13F | Sittner & Nelson, Llc | 138 | 0,00 | 20 | -5,00 | ||||
| 2026-04-07 | 13F | Anderson Hoagland & Co | 44.738 | -2,04 | 6.361 | 1,87 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 2.416 | -18,32 | 344 | -15,10 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 92 | 1,10 | 13 | 8,33 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 67.051 | 2,67 | 9.534 | 6,78 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 279 | 0,00 | 40 | 2,63 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 114.845 | -0,00 | 16.330 | 3,99 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 816 | -60,58 | 112 | -49,55 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 1.974 | -0,80 | 281 | 2,94 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 19 | 0,00 | 3 | 0,00 | ||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 159 | 23 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 1.182.249 | -3,79 | 168.104 | 0,05 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 220.580 | 177,08 | 31.364 | 188,14 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 32.316 | 11,91 | 4.595 | 16,36 | ||||
| 2026-05-08 | 13F | Darden Wealth Group Inc | 5.852 | -0,27 | 832 | 3,74 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 458 | 0,00 | 65 | 4,84 | ||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 3.185 | 0,00 | 453 | 0,22 | ||||
| 2026-05-14 | 13F | Sentinel Advisory Group, LLC | 2.069 | 294 | ||||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 18.103 | 2.574 | ||||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 3.513 | 500 | ||||||
| 2026-05-11 | 13F | Stonebrook Private Inc. | 2.241 | 319 | ||||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 5.568 | -5,00 | 792 | -1,25 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 8.182 | -0,60 | 1.163 | 3,38 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 2 | 0 | ||||||
| 2026-05-04 | 13F | Savant Capital, LLC | 23.048 | -3,33 | 3.277 | 0,55 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 780 | 0,00 | 111 | 3,77 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 39 | 6 | ||||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 17.556 | 35,35 | 2.496 | 40,78 | ||||
| 2026-05-04 | 13F | State Of Michigan Retirement System | 279.800 | -37,50 | 39.785 | -35,01 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 9.256 | 1.316 | ||||||
| 2026-05-14 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 22 | 0,00 | 3 | 0,00 | ||||
| 2026-05-07 | 13F | Sage Advisory Services, Ltd.Co. | 26.302 | -3,68 | 3.740 | 0,16 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 1.518 | 208 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 70.762 | 16,38 | 10.061 | 21,03 | ||||
| 2026-05-11 | 13F | American Money Management, LLC | 2.084 | 296 | ||||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 3.728 | -78,67 | 530 | -77,82 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11.646 | 1.656 | ||||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 22.062 | -10,76 | 3.137 | -7,22 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 25.991 | 878,21 | 3.696 | 917,91 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 1.214 | 786,13 | 173 | 265,96 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 9.409 | 25,14 | 1.338 | 30,06 | ||||
| 2026-04-30 | 13F | Yukon Wealth Management, Inc. | 3.140 | 0,13 | 446 | -4,50 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 2.958 | 0,00 | 421 | 3,96 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 142.306 | -2,40 | 20.244 | 1,50 | ||||
| 2026-04-13 | 13F | Successful Portfolios LLC | 1.543 | 219 | ||||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 21.779 | -10,72 | 3.097 | -7,17 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 362 | -6,94 | 51 | -3,77 | ||||
| 2026-04-21 | 13F | Sugar Maple Asset Management, LLC | 2.685 | 382 | ||||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 3.461 | -0,20 | 492 | 3,80 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 25 | 0,00 | 0 | |||||
| 2026-04-27 | 13F | Mosley Wealth Management | 200 | 25 | ||||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 37.267 | -2,82 | 5.299 | 1,05 | ||||
| 2026-05-06 | 13F | Intrust Bank Na | 174.527 | -28,31 | 24.816 | -25,45 | ||||
| 2026-05-12 | 13F | Avant Capital LLC | 7.022 | -5,11 | 998 | -1,29 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 2.900 | -11,77 | 412 | -8,24 | ||||
| 2026-05-13 | 13F | Archvest Wealth Advisors, Inc. | 3.806 | -13,34 | 541 | -9,83 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 5.443 | 18,69 | 774 | 23,29 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 21.237 | 17,09 | 3.021 | 21,82 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 160 | 0,00 | 23 | 4,76 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 47 | 0,00 | 7 | 0,00 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 3.135 | 6,81 | 446 | 10,97 | ||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 3.044 | 433 | ||||||
| 2026-05-06 | 13F | Dorsey Wright & Associates | 56.551 | 8.041 | ||||||
| 2026-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 1.385 | 189 | ||||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 2.882 | 410 | ||||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 36 | 0,00 | 5 | 25,00 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 1.700 | 242 | ||||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 153.176 | 5.453,88 | 21.780 | 5.677,19 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 368 | -39,37 | 51 | -39,76 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 710 | 0,00 | 101 | 3,09 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Transcend Wealth Collective, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 437 | 52,26 | 60 | 68,57 | ||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 72.474 | 10.305 | ||||||
| 2026-04-07 | 13F | Signaturefd, Llc | 80.771 | -0,32 | 11.485 | 3,66 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 7.266 | 9,38 | 1.033 | 13,77 | ||||
| 2026-04-17 | 13F | Stonehearth Capital Management, LLC | 236.423 | -7,02 | 33.617 | -3,31 | ||||
| 2026-05-15 | 13F | Fmr Llc | 721.493 | 18,74 | 102.589 | 23,48 | ||||
| 2026-02-06 | 13F | Insight Inv LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 1 | 0 | ||||||
| 2026-04-22 | 13F | BKM Wealth Management, LLC | 1.481 | 0,00 | 211 | 3,96 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 30.917 | -1,02 | 4.227 | -1,01 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 1.414 | 201 | ||||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 717 | -3,63 | 102 | 0,00 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 119 | 17 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 41.399 | 11,75 | 5.886 | 16,21 | ||||
| 2026-02-03 | 13F | Ballentine Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 2.351 | 0,00 | 334 | 4,05 | ||||
| 2026-02-13 | 13F | Stark Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 4.852 | 81,59 | 690 | 89,04 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 35 | 0,00 | 5 | 0,00 | ||||
| 2026-05-05 | 13F | Legacy Advisors, LLC | 1.680 | 0,00 | 239 | 3,93 | ||||
| 2026-01-29 | 13F | Comerica Bank | 10.246 | -19,66 | 1.401 | -12,17 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 4.428 | 0,05 | 630 | 3,97 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 1.350 | -31,71 | 192 | -29,26 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 24 | 3 | ||||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 1.562 | 222 | ||||||
| 2026-05-13 | 13F | Lavaca Capital Llc | 460 | -46,39 | 65 | -44,44 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 1.009 | 143 | ||||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 90 | 52,54 | 13 | 50,00 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1.571 | 10,25 | 223 | 14,95 | ||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Operose Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Wealth Science Advisors LLC | 32 | 4 | ||||||
| 2026-04-17 | 13F | PMG Wealth Management, Inc. | 2.000 | 0,00 | 284 | 4,03 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 83 | 0,00 | 12 | 0,00 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 6.079 | 864 | ||||||
| 2026-05-13 | 13F | Valued Retirements, Inc. | 22.826 | 3.246 | ||||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 1.416 | 201 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 927.084 | 10,31 | 131.822 | 14,71 | ||||
| 2026-04-07 | 13F | First Citizens Financial Corp | 4.794 | 22,14 | 682 | 27,05 | ||||
| 2026-05-12 | 13F | Cannon Financial Strategists, Inc. | 18.780 | -0,52 | 2.670 | 3,45 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 1.500 | 213 | |||||
| 2026-04-15 | 13F | Iams Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 175 | 0,00 | 25 | 4,35 | ||||
| 2026-01-23 | 13F | Patriot Investment Management Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Rhumbline Advisers | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Mather Group, Llc. | 933 | 133 | ||||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 18.632 | 5,68 | 2.649 | 9,92 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 3.004 | 475 | ||||||
| 2026-05-06 | 13F | MorganRosel Wealth Management, LLC | 15.220 | -32,48 | 2.164 | -29,79 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 2.327 | 2,96 | 331 | 6,80 | ||||
| 2026-05-11 | 13F | Allstate Corp | 8.500 | 0,00 | 1.209 | 3,96 | ||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Bessemer Group Inc | 2.515 | 23,89 | 0 | |||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 22.271 | 3.167 | ||||||
| 2026-04-24 | 13F | Bayban | 0 | -100,00 | 0 | |||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 1.446 | 206 | ||||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 8.940 | 1.271 | ||||||
| 2026-05-08 | 13F | Westview Management dba Westview Investment Advisors | 10.399 | 1.479 | ||||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 33.968 | 35,65 | 4.830 | 41,08 | ||||
| 2026-05-05 | 13F | 4J Wealth Management LLC | 1.428 | 203 | ||||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 893 | -6,88 | 127 | -3,82 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 447.061 | 31,50 | 64 | 36,96 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 2.694 | 0,41 | 383 | 4,64 | ||||
| 2026-05-01 | 13F | Marks Wealth, LLC | 305.035 | 20,67 | 43.373 | 25,49 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 4.493 | -0,77 | 639 | 3,07 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 5.642 | 1.028 | ||||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 61.043 | 8.683 | ||||||
| 2026-05-08 | 13F | Schrum Private Wealth Management LLC | 3.220 | -0,83 | 458 | 2,93 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 13.627 | 9,06 | 1.938 | 13,41 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 29 | 0,00 | 4 | 33,33 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 102 | 0,00 | 15 | 7,69 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 6.627 | 942 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 289.852 | 24,80 | 41.214 | 132.848,39 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 3.951 | 0,03 | 562 | 3,89 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 145 | 0,00 | 21 | 5,26 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 7 | 1 | ||||||
| 2026-05-04 | 13F | MB Generational Wealth, LLC | 6.410 | 0,00 | 911 | 4,00 | ||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 15.698 | 2.232 | ||||||
| 2026-05-04 | 13F | Mattern Capital Management, Llc | 2.485 | -10,13 | 353 | -6,61 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 260.534 | 32,37 | 37.029 | 37,66 | ||||
| 2026-04-20 | 13F | Wall Capital Group, Inc. | 1.855 | 0,43 | 264 | 4,37 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 519 | 336,13 | 74 | 356,25 | ||||
| 2026-05-14 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Syntax Research, Inc. | 56.735 | -7,84 | 8.067 | -4,16 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 145 | 0,69 | 21 | 5,26 | ||||
| 2026-04-16 | 13F | CPR Investments Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 94 | 0,00 | 13 | 8,33 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 2.053 | 0,34 | 292 | 4,30 | ||||
| 2026-01-14 | 13F | Eastern Bank | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 154.871 | 10.350,13 | 22.021 | 10.801,49 | ||||
| 2026-05-01 | 13F | FLC Capital Advisors | 3.996 | 16,64 | 568 | 21,37 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 1.452 | 206 | ||||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 2.119 | -97,94 | 301 | -97,86 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 51.026 | -12,77 | 7.255 | -9,29 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 4.574 | 71,89 | 625 | 88,25 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 32 | -61,45 | 0 | |||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 1.646 | 12,28 | 236 | 18,00 | ||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 3.380 | 59,28 | 481 | 56,86 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 18.375 | 2.613 | ||||||
| 2026-05-13 | 13F | Caitlin John, LLC | 9 | -99,11 | 1 | -99,27 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 3.702 | 0,43 | 526 | 4,57 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 150 | 0,00 | 21 | 5,00 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 6.654 | 0,12 | 946 | 4,19 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 277 | 0,73 | 38 | 8,82 | ||||
| 2026-05-05 | 13F | Strategic Investment Management, Llc | 3.000 | 0,00 | 427 | 3,90 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 24 | 3 | ||||||
| 2026-04-27 | 13F | Ethic Inc. | 1.674 | 0,00 | 238 | 4,39 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 167 | 0,00 | 24 | 4,55 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 102 | 0,00 | 15 | 0,00 | ||||
| 2026-05-04 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 1.906 | 0,47 | 271 | 4,25 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 6.322 | -2,00 | 899 | 2,04 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 16.848 | 263,50 | 2.396 | 278,36 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 5.324 | -18,09 | 757 | -14,75 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 1.586 | 0,44 | 225 | -3,02 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 2.508 | 0,00 | 357 | 4,09 | ||||
| 2026-04-15 | 13F | Compagnie Lombard Odier SCmA | 1.927 | 274 | ||||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 4.893 | 696 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 50.129 | 364,03 | 7 | 600,00 | ||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 3.724 | -4,76 | 529 | -1,86 | ||||
| 2026-05-11 | 13F | Nomura Asset Management Co Ltd | 46.755 | 83,68 | 6.648 | 91,03 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 4.109 | 584 | ||||||
| 2026-05-11 | 13F | CFO4Life Group, LLC | 63.281 | -2,24 | 8.998 | 1,66 | ||||
| 2026-04-14 | 13F | HMV Wealth Advisors, LLC | 1.956 | 0,00 | 278 | 4,12 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 6.483 | 2,82 | 922 | 6,84 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 61.199 | 69,29 | 8.702 | 76,06 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 97.497 | -30,61 | 13.863 | -27,83 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 18.598 | -6,55 | 2.644 | -2,83 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 2.270 | 323 | ||||||
| 2026-05-01 | 13F | Gables Capital Management Inc. | 115 | 0,00 | 16 | 6,67 | ||||
| 2026-05-01 | 13F | FDx Advisors, Inc. | 13.127 | 2 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Golden State Equity Partners | 2.802 | 2.159,68 | 398 | 2.961,54 | ||||
| 2026-04-01 | 13F | First Financial Bank - Trust Division | 66.489 | 4,59 | 9.454 | 8,77 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 1.502 | -75,39 | 214 | -74,46 | ||||
| 2026-01-16 | 13F | Aspire Private Capital, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 4.108 | -0,41 | 584 | 3,55 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 328.961 | 16,11 | 44.979 | 26,95 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 1.547 | 220 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 112 | 4,67 | 16 | 7,14 | ||||
| 2026-04-20 | 13F | Fairvoy Private Wealth, LLC | 1.969 | 24,70 | 280 | 29,77 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 1.179 | 21,42 | 168 | 26,52 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 511 | 231,82 | 74 | 252,38 | ||||
| 2026-05-12 | 13F | Hanlon Investment Management, Inc. | 5.292 | 752 | ||||||
| 2026-05-12 | 13F | M&t Bank Corp | 313.443 | -4,24 | 44.568 | -0,41 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 6.572 | 25,30 | 1 | |||||
| 2026-03-23 | 13F/A | Barclays Plc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 25.147 | 63,69 | 3.576 | 70,24 | ||||
| 2026-04-29 | 13F | Shelter Mutual Insurance Co | 2.657 | 375 | ||||||
| 2026-05-06 | 13F | Shared Vision Wealth Group LLC | 2.897 | 11,42 | 412 | 9,31 | ||||
| 2026-05-02 | 13F | Genus Capital Management Inc. | 17.385 | -1,21 | 2.472 | 2,70 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 1.009 | 16.716,67 | 143 | |||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 113.615 | 72,89 | 16.155 | 79,79 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 11.566 | 24,13 | 1.644 | 29,04 | ||||
| 2026-02-13 | 13F | TLT Family Holdco ULC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1.286.319 | 883,92 | 182.902 | 923,22 | ||||
| 2026-02-06 | 13F | Kilter Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Vision Financial Markets Llc | 1 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 11.484 | -2,91 | 1.570 | 6,15 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 3.773 | 0,43 | 527 | 1,74 | ||||
| 2026-05-14 | 13F | Prudential Plc | 223.800 | 86,50 | 31.822 | 93,95 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Ascent Group, LLC | 10.898 | 326,54 | 1.550 | 343,84 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 3.916 | 557 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 21.763 | 0,85 | 3.094 | 4,88 | ||||
| 2026-04-21 | 13F | Strategic Equity Management | 4.175 | 594 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 7.325 | 7,58 | 1.042 | 11,94 | ||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 1.997 | 0,30 | 284 | 4,04 | ||||
| 2026-04-07 | 13F | Alpha Omega Wealth Management LLC | 1.785 | -21,64 | 254 | -18,65 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 39 | 0,00 | 6 | 0,00 | ||||
| 2026-05-13 | 13F | Protective Life Corp | 253 | 36 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 607 | 24,39 | 86 | 30,30 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 1.814 | 0,11 | 258 | 4,05 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 18.499 | 88,59 | 2.630 | 96,12 | ||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Foster Group, Inc. | 136.913 | -0,06 | 19.468 | 3,93 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 180 | 0,56 | 26 | 4,17 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 2 | 0 | ||||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 90.529 | -6,29 | 12.872 | -2,54 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 9.213 | 13.061,43 | 1.310 | 14.444,44 | ||||
| 2026-05-11 | 13F | COFG Advisors, LLC | 11.853 | 2,65 | 1.685 | 6,78 | ||||
| 2026-04-23 | 13F | Brown Miller Wealth Management, LLC | 3.991 | 567 | ||||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 64.394 | 9.156 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 51.320 | 21,45 | 7.297 | 26,31 | ||||
| 2026-05-12 | 13F | Creative Planning | 27.795 | 71,09 | 3.952 | 77,94 | ||||
| 2026-01-15 | 13F | Jaffetilchin Investment Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 36 | 2,86 | 5 | 25,00 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 129 | 18 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 1.554.109 | 10,57 | 220.979 | 14,98 | ||||
| 2026-06-03 | 13F | CoreFirst Bank & Trust | 802 | 0,00 | 114 | 4,59 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 2.604 | 22,89 | 370 | 28,03 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 41 | 6 | ||||||
| 2026-02-05 | 13F | Plancorp, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Eq Llc | 22.496 | -1,71 | 3.199 | 2,21 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 5.273 | 23,61 | 751 | 28,64 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 1.035 | 0,00 | 192 | 26,49 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 13.401 | 1.940 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 558.535 | 1,51 | 79.418 | 5,57 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 97 | 0,00 | 14 | 0,00 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 120 | 0,00 | 0 | |||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 17.330 | 24,57 | 2.464 | 29,55 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 16.282 | 7,53 | 2.315 | 11,84 | ||||
| 2026-05-01 | 13F | New Republic Capital, LLC | 224 | 0,00 | 32 | 3,33 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 41.341 | -5,24 | 5.653 | 3,61 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 554 | 13,99 | 80 | 14,29 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 1.564 | -38,98 | 223 | -36,57 | ||||
| 2026-04-15 | 13F | Apex Wealth Management, LLC | 21.500 | 3.057 | ||||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 2.674 | 54,30 | 380 | 60,34 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 29.103 | 0,00 | 3.979 | 0,00 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 15 | 2 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 61.771 | -0,63 | 8.783 | 3,34 | ||||
| 2026-05-12 | 13F | Awm Capital, Llc | 5.293 | 0,00 | 753 | 4,01 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 12.726 | 31,24 | 1.810 | 36,53 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 6.143 | 0,64 | 977 | 10,40 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 34 | 3,03 | 5 | 0,00 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 5.145 | 0,00 | 732 | 3,98 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 243.975 | 7,72 | 34.691 | 12,02 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 26.747 | 55,09 | 3.434 | 45,63 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 3.421 | 1,60 | 486 | 5,65 | ||||
| 2026-05-08 | 13F | Strategic Financial Services, Inc, | 3.390 | 0,00 | 482 | -6,23 | ||||
| 2026-04-24 | 13F | Ndwm Llc | 25.280 | 3.595 | ||||||
| 2026-05-11 | 13F | Erste Asset Management GmbH | 103.400 | 0,00 | 14.319 | 1,28 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 5.120 | -0,16 | 728 | 3,85 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 2.010 | 0,00 | 286 | 4,01 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 108.157 | 89,14 | 15.259 | 95,17 | ||||
| 2026-05-13 | 13F | Baron Silver Stevens Financial Advisors, Llc | 21.999 | -2,39 | 3.128 | 1,53 | ||||
| 2026-01-12 | 13F | Salem Investment Counselors Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-29 | 13F | W Advisors, Llc | 2.551 | 0,00 | 363 | 4,02 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 3.968 | 0,28 | 565 | 4,25 | ||||
| 2026-05-12 | 13F | Belvedere Trading LLC | 354 | 50 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 14.388 | 5,45 | 2.083 | 11,64 | ||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 11.195 | -2,86 | 1.592 | 1,02 | ||||
| 2026-05-12 | 13F | Belvedere Trading LLC | Put | 1.300 | 185 | |||||
| 2026-05-15 | 13F | Family Management Corp | 34.181 | -4,19 | 4.860 | -0,37 | ||||
| 2026-05-15 | 13F | EFG International AG | 77.787 | -0,60 | 11.060 | 3,37 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 25.573 | -0,37 | 3.636 | 3,62 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 12.430 | 300,19 | 1.767 | 316,75 | ||||
| 2026-04-23 | 13F | OakTrust Wealth Advisors, LLC | 2.017 | 0,40 | 287 | 4,38 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Taylor & Morgan Wealth Management, LLC | 2.637 | 0,46 | 375 | 4,47 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 36 | 0,00 | 5 | 25,00 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 1.514 | 215 | ||||||
| 2026-05-15 | 13F | Chilton Investment Co Llc | 1.500 | 0,00 | 213 | 3,90 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Goldstone Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 346 | 49 | ||||||
| 2026-04-08 | 13F | High Point Wealth Management, LLC | 130 | 19 | ||||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 9.584 | 6,54 | 1.363 | 10,73 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 16.843 | -19,77 | 2.395 | -16,59 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 16.911 | 95,68 | 2.405 | 103,56 | ||||
| 2026-04-08 | 13F | JGP Wealth Management, LLC | 2.769 | 0,00 | 394 | 3,97 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 23.028.163 | 1,24 | 3.274.375 | 5,28 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 45.414 | 0,36 | 6.457 | 4,36 | ||||
| 2026-05-15 | 13F | Ariadne Wealth Management, LP | 4.932 | 0,08 | 701 | -5,01 | ||||
| 2026-02-12 | 13F | Mount Yale Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 5.115 | 22,87 | 727 | 27,77 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 3.644 | 128,75 | 518 | 138,71 | ||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 2.450 | 13,32 | 348 | 17,97 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Cedarwood Wealth LLC | 3.052 | 0,03 | 434 | -1,81 | ||||
| 2026-04-10 | 13F | Cerro Pacific Wealth Advisors LLC | 63.669 | -11,61 | 9.053 | -8,07 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 2.679 | 6,99 | 381 | 72,73 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 68 | 0,00 | 10 | 0,00 | ||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 49.860 | -9,93 | 7.090 | -6,34 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 5.873 | 0,00 | 835 | 3,99 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 1.157 | 0,00 | 165 | 3,80 | ||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 176 | 0,00 | 25 | 4,17 | ||||
| 2026-05-07 | 13F | MA Private Wealth | 14.834 | 24,61 | 2.109 | 29,63 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 567 | 0,53 | 78 | 10,00 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 1.457 | 211 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 618.258 | 75,00 | 87.910 | 81,99 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 55 | 8 | ||||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 173 | 25 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 14.795 | -0,05 | 2.104 | 3,95 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 1.835 | 261 | ||||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 28 | 0,00 | 4 | 0,00 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 738 | 0,00 | 105 | 4,00 | ||||
| 2026-05-12 | 13F | Guerra Pan Advisors, Llc | 3.611 | -1,63 | 513 | 2,40 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 74 | 0,00 | 11 | 0,00 | ||||
| 2026-04-09 | 13F | Life Line Wealth Management Llc | 76.733 | 10.911 | ||||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 2 | 0,00 | 0 | |||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 11 | 2 | ||||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 8.121 | -3,37 | 1.155 | 0,44 | ||||
| 2026-04-17 | 13F | Elk River Wealth Management, LLC | 171.232 | -0,42 | 24.347 | 3,83 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 681 | 0,00 | 97 | 3,23 | ||||
| 2026-05-05 | 13F | PFG Advisors | 6.523 | 4,97 | 928 | 9,19 | ||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 256 | 0,00 | 35 | 9,68 | ||||
| 2026-04-16 | 13F | JDH Wealth Management, LLC | 16.683 | 0,00 | 2.372 | 3,99 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 12.218 | -0,59 | 1.737 | 3,39 | ||||
| 2026-04-29 | 13F | San Luis Wealth Advisors LLC | 6.630 | -14,78 | 943 | -11,38 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 445 | 0,00 | 63 | 5,00 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 1.607 | 0,19 | 228 | 4,11 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 156.511 | -0,79 | 21.400 | 112.526,32 | ||||
| 2026-04-23 | 13F | Financial & Tax Architects, LLC | 15.959 | -5,55 | 2.269 | -1,77 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 128 | 0,00 | 18 | 5,88 | ||||
| 2026-05-14 | 13F | Meridian Wealth Partners, LLC | 186.234 | 1,38 | 26.481 | 5,43 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 10.129 | -7,46 | 1.440 | -3,74 | ||||
| 2026-05-07 | 13F | University Of Texas/texas Am Investment Managment Co | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 2.660 | 378 | ||||||
| 2026-04-10 | 13F | Claris Advisors, Llc / Mo / | 12.827 | 0,23 | 1.824 | 4,23 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 65.091 | -55,40 | 9.255 | -53,62 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 1.751 | 249 | ||||||
| 2026-04-15 | 13F | Peddock Capital Advisors, Llc | 32.149 | 4,71 | 4.571 | 8,89 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 10.510 | 19,96 | 1.494 | 24,81 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 459.887 | -0,92 | 65.391 | 3,03 | ||||
| 2026-05-14 | 13F | Mason Investment Advisory Services, Inc. | 4.644.885 | -1,03 | 660.456 | 2,93 | ||||
| 2026-05-14 | 13F | Caisse De Depot Et Placement Du Quebec | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 115 | 0,00 | 16 | 6,67 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 600 | -36,91 | 85 | -34,62 | ||||
| 2026-04-28 | 13F | RHS Financial, LLC | 9.886 | 26,02 | 1.406 | 31,06 | ||||
| 2026-04-27 | 13F | Matson Money. Inc. | 2.455.658 | -5,60 | 349.170 | -1,83 | ||||
| 2026-04-02 | 13F | Fulcrum Equity Management | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Clearwater Capital Advisors, LLC | 2.576 | -13,44 | 366 | -9,85 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 3.383 | 0,00 | 481 | 4,11 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 203 | 0,00 | 29 | 3,70 | ||||
| 2026-04-29 | 13F | Jackson Thornton Asset Management, Llc | 28.234 | 0,00 | 4.296 | 6,34 | ||||
| 2026-04-16 | 13F | Friday Financial | 3.568 | 0,00 | 507 | 4,11 | ||||
| 2026-04-27 | 13F | LCW Services, LLC | 40.313 | -1,53 | 5.732 | 2,41 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 354 | 180,95 | 51 | 200,00 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 195 | 14,04 | 28 | 17,39 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 8.679 | -4,80 | 1.234 | -0,96 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 31.089 | -16,44 | 4.421 | -13,09 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 2.054 | 292 | ||||||
| 2026-04-14 | 13F | Well Done, LLC | 39.520 | 1,29 | 5.619 | 5,34 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 28 | 0,00 | 4 | 0,00 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 5.490 | 3,94 | 781 | 8,03 | ||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 98 | 0,00 | 14 | 0,00 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 12.948 | 494,76 | 1.841 | 519,87 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 18.066 | 151,48 | 2.569 | 161,51 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 6.080 | -12,20 | 865 | -8,67 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Waddell & Associates, Llc | 42.511 | 1,99 | 6.045 | 6,05 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 188 | 0,00 | 27 | 4,00 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 38.389 | -1,78 | 4.094 | -23,39 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 4.814 | -8,11 | 685 | -4,47 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 154.854 | 115.462,69 | 22.019 | 122.222,22 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 1.452 | -4,54 | 206 | -0,48 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 271 | 6,72 |
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