VUG - Vanguard Index Funds - Vanguard Growth ETF Aktien - Aktienkurs, Institutioneller Eigentümerschaft, Aktionäre

Vanguard Index Funds - Vanguard Growth ETF
MX ˙ BMV ˙ US9229087369
Basisstatistiken
Institutionelle Eigentümer 2779 total, 2773 long only, 0 short only, 6 long/short - change of 4,17% MRQ
Durchschnittliche Portfolioallokation 1.4885 % - change of -0,53% MRQ
Institutionelle Aktien (Long) 287.289.512 (ex 13D/G) - change of -11,30MM shares -6,10% MRQ
Institutioneller Wert (Long) $ 115.810.473 USD ($1000)
Institutioneller Eigentümerschaft und Aktionäre

Vanguard Index Funds - Vanguard Growth ETF (MX:VUG) hat 2779 institutionelle Eigentümer und Aktionäre, die 13D/G oder 13F Formulare bei der Securities Exchange Commission (SEC) eingereicht haben. Diese Institutionen halten insgesamt 287,289,512 Aktien. Die größten Aktionäre sind Bank Of America Corp /de/, Jones Financial Companies Lllp, Morgan Stanley, Envestnet Asset Management Inc, Moneta Group Investment Advisors Llc, Financial Engines Advisors L.L.C., UBS Group AG, LPL Financial LLC, Wells Fargo & Company/mn, and Ameriprise Financial Inc .

Vanguard Index Funds - Vanguard Growth ETF (BMV:VUG) 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 Gunpowder Capital Management, LLC dba Oliver Wealth Management 98 0,00 43 -10,64
2026-05-15 13F Mcdonald Partners Llc 666 -3,34 291 -13,69
2026-05-11 13F Rossby Financial, LCC 12.500 50,01 5.517 35,69
2026-05-09 13F MSH Capital Advisors LLC 14.564 22,26 6.361 9,46
2026-04-28 13F Probity Advisors, Inc. 8.643 -0,81 3.775 -11,20
2026-04-28 13F ORG Wealth Partners, LLC 277 -56,10 121 -60,59
2026-05-13 13F Cynosure Management, Llc 701 0,14 306 -10,26
2026-02-12 13F Litman Gregory Asset Management LLC 416 203
2026-05-13 13F Elm Partners Management LLC 3.361 39,23 235 -80,03
2026-04-28 13F Berger Financial Group, Inc 189.350 422,47 82.706 367,79
2026-05-15 13F Fiduciary Trust Co 3.463 28,21 1.513 14,81
2026-04-08 13F Cadent Capital Advisors, LLC 613 -3,77 268 -13,87
2026-04-28 13F Stratos Wealth Partners, LTD. 60.500 -0,63 26.426 -11,04
2026-05-04 13F Integrity Wealth Solutions LLC 30.020 0,99 13.112 -9,58
2026-05-12 13F M Holdings Securities, Inc. 83.665 413,94 8 14,29
2026-04-07 13F Heartwood Wealth Advisors LLC 39.121 -3,03 17.088 -13,18
2026-04-08 13F Eastover Investment Advisors LLC 685 10,66 299 -0,66
2026-04-22 13F Aspire Private Capital, LLC 42.634 2,50 18.622 -8,23
2026-02-11 13F MidWestOne Financial Group, Inc. 1.080 -30,41 527 -29,30
2026-05-06 13F World Equity Group, Inc. 4.393 -11,95 1.919 -21,17
2026-04-06 13F Trust Co of the South 56.748 1,73 24.788 -8,92
2026-04-20 13F 25 Llc 59.427 9,04 25.957 -2,37
2026-05-12 13F Cheviot Value Management, LLC 847 0,00 370 -10,87
2026-05-14 13F JHP Wealth Management, LLC 865 -6,28 378 -16,22
2026-05-11 13F RiverFront Investment Group, LLC 3.319 54,09 1.450 38,00
2026-04-08 13F Thompson Investment Management, Inc. 1.933 1,36 844 -9,25
2026-05-12 13F Daybright Advisory Services, Inc. 4.198 -14,31 1.834 -23,27
2026-04-21 13F Tenon Financial LLC 2.232 -1,06 975 -11,45
2026-05-13 13F Signature Equity Partners, LLC 1.915 30,81 836 17,09
2026-04-22 13F Truefg, Llc 5.243 -0,59 2.290 -10,96
2026-05-04 13F Bleakley Financial Group, LLC 230.880 31,00 100.846 17,29
2026-04-24 13F Luminist Capital LLC 0 -100,00 0
2026-05-11 13F Jordan Park Group LLC 6.000 0,00 2.621 -10,49
2026-05-11 13F Alpha Financial Advisors, LLC 697 0,00 305 -10,59
2026-05-15 13F Talisman Wealth Advisors LLC 1.429 -36,83 624 -43,48
2026-05-13 13F BCJ Capital Management, LLC 25.904 -59,69 11.315 -63,91
2026-04-22 13F Retirement Guys Formula Llc 4.518 6,71 1.869 0,00
2026-04-06 13F CX Institutional 10.613 -18,64 5 -33,33
2026-04-16 13F Triad Wealth Partners, LLC 19.260 15,90 8.412 3,76
2026-05-01 13F Warburton Capital Management, LLC 577 0,17 0
2026-05-08 13F Retirement Planning Co of New England, Inc. 4.562 2,61 1.992 -8,16
2026-05-14 13F Roof Eidam & Maycock/adv 43.602 1,75 19.045 -8,91
2026-05-08 13F Summit Wealth & Retirement Planning, Inc. 3.467 3,15 1.514 -7,63
2026-04-13 13F Bank of New Hampshire 3.014 -8,50 1.316 -18,11
2026-04-13 13F Bannerman Wealth Management Group, Llc 1.320 0,00 577 -10,42
2026-05-08 13F Valeo Financial Advisors, LLC 20.335 -0,70 8.882 -11,09
2026-05-12 13F/A Signature Securities Group Corporation 1.011 -34,09 442 -41,04
2026-05-14 13F Ted Buchan & Co 15.642 -30,46 6.832 -37,74
2026-04-22 13F Carroll Advisory Group, LLC 1.344 -0,59 587 -10,93
2026-04-08 13F AAFMAA Wealth Management & Trust LLC 5.973 24,13 2.609 11,12
2026-04-24 13F Wagner Wealth Management, Llc 736 0,00 321 -10,58
2026-04-24 13F Advanced Asset Management Advisors Inc 795 3,11 347 -7,47
2026-04-21 13F Dougherty Wealth Advisers LLC 72.466 -11,15 31.652 -20,45
2026-05-13 13F Lido Advisors, LLC 174.329 -4,18 76.147 -14,06
2026-04-29 13F Kaydan Wealth Management, Inc. 8.866 1,81 3.873 -8,85
2026-05-04 13F One Wealth Capital Management, Llc 3.096 535,73 256 8,02
2026-05-05 13F Legacy Advisors, LLC 5.120 54,45 2.236 38,28
2026-05-15 13F Inspire Advisors, LLC 1.938 119,48 847 96,29
2026-04-23 13F Lazari Capital Management, Inc. 598 7,17 261 -4,04
2026-04-07 13F Hobart Private Capital, LLC 913 -0,54 399 -10,96
2026-04-24 13F Old Peak Finance LLC 0 -100,00 0
2026-04-30 13F Beirne Wealth Consulting Services, LLC 32.269 0,11 14.095 -10,37
2026-05-08 13F Vanguard National Trust Co 30.436 13.294
2026-01-20 13F Austin Private Wealth, LLC 930 -2,72 454 -1,09
2026-04-21 13F Compass Advisory Group LLC 4.193 0,10 1.832 -10,38
2026-05-01 13F CV Advisors LLC 2.964 216
2026-05-15 13F White Knight Strategic Wealth Advisors, LLC 4.191 -0,24 1.831 -10,69
2026-06-03 13F DBK Financial Counsel, LLC 1.653 -0,36 722 -10,75
2026-04-22 13F Romano Brothers And Company 41.718 0,17 18.222 -10,32
2026-05-11 13F Fourth Dimension Wealth, LLC 12.241 -13,22 5.347 -22,31
2026-05-20 13F/A Arete Wealth Advisors, LLC 58.191 67,03 25.393 158.606,25
2026-05-06 13F Hamilton Point Investment Advisors, LLC 420 0,00 183 -10,29
2026-05-11 13F Wells Fargo & Company/mn Put 0 -100,00 0 -100,00
2026-01-07 13F American Asset Management Inc. 0 -100,00 0
2026-04-29 13F Sageworth Trust Co 2.864 0,00 1.251 -10,52
2026-04-23 13F Seek First Inc. 662 -6,63 289 -16,47
2026-05-14 13F Johnson Financial Group, LLC 1.617 -41,52 706 -47,63
2026-05-15 13F Bawa N Mallick Trust 12.750 0,00 5.569 -10,47
2026-04-22 13F tru Independence LLC 981 2,19 429 -8,55
2026-05-14 13F Select Asset Management & Trust 690 0,00 0
2026-05-12 13F Focused Alpha, Llc 3.823 -4,85 1.670 -14,85
2026-05-14 13F Polen Capital Management Llc 16.030 -51,61 7.002 -56,67
2026-04-21 13F Maseco Llp 2.157 39,70 942 24,97
2026-05-08 13F Seneschal Advisors, LLC 2.580 -0,81 1.127 -11,20
2026-04-02 13F Byrne Asset Management LLC 62 0,00 27 -10,00
2026-04-13 13F Mlp3, Llc 695 -13,12 303 -22,31
2026-05-12 13F Alaethes Wealth LLC 1.329 -0,82 580 -11,18
2026-04-14 13F Papp L Roy & Associates 5.898 -2,38 2.576 -12,59
2026-05-11 13F Texas Capital Bank Wealth Management Services Inc 607 -9,54 265 -18,96
2026-04-08 13F DiNuzzo Private Wealth, Inc. 2.102 0,00 918 -10,44
2026-05-14 13F Fortis Advisors, LLC 0 -100,00 0
2026-05-15 13F Two Sigma Investments, Lp 875.880 7,23 382.576 -4,00
2026-04-22 13F Essential Planning, LLC. 0 -100,00 0
2026-05-14 13F St. Louis Trust Co 19.400 18,00 8.474 5,65
2026-05-15 13F IHT Wealth Management, LLC 39.421 -1,60 17.219 -11,90
2026-05-18 13F Hamilton Wealth, LLC 2.346 86,63 1.025 67,05
2026-05-12 13F Vaughan David Investments Inc/il 698 0,00 0
2026-02-12 13F Strive Asset Management, LLC 0 -100,00 0
2026-05-15 13F Amussen Hunsaker Associates Llc 5.018 -4,18 2.192 -14,21
2026-04-17 13F Worth Asset Management, LLC 1.426 -83,75 623 -85,46
2026-05-01 13F Slagle Financial, LLC 980 -2,00 428 -12,11
2026-05-05 13F BCGM Wealth Management, LLC 0 -100,00 0
2026-05-13 13F AE Wealth Management LLC 99.314 9,23 43.380 -2,20
2026-05-12 13F Chesapeake Asset Management Llc 25 0,00 11 -16,67
2026-01-26 13F Thomasville National Bank 1.331 0,00 649 1,72
2026-04-22 13F Stone House Investment Management, LLC 498 4,62 218 -6,47
2026-04-28 13F Fortis Capital Advisors, LLC 2.676 -0,82 1.169 -11,17
2026-04-10 13F Capital Advantage, Inc. 867 0,00 379 -10,64
2026-05-07 13F D'Orazio & Associates, Inc. 892 0,00 389 -10,37
2026-04-24 13F Pw Advisors, Llc \ Fl 1.192 -8,31 521 -17,85
2026-05-07 13F Agf Management Ltd 20.479 -15,84 8.945 -24,65
2026-05-13 13F Tobias Financial Advisors, Inc. 69.198 -6,16 30.225 -15,98
2026-02-10 13F Nelson Capital Management, LLC 1.533 0,00 748 1,63
2026-05-15 13F CSM Advisors, LLC 202.179 0,34 88 -10,20
2026-05-11 13F Elevation Wealth Management LLC 945 -33,31 413 -40,29
2026-05-13 13F Allred Capital Management, LLC 1.056 1,44 458 -9,84
2026-05-14 13F Spreng Capital Management, Inc. 37.220 -29,71 16.257 -37,07
2026-04-16 13F Rockland Trust Co 912 0,44 398 -9,95
2026-05-01 13F Torray Llc 1.836 -71,47 802 -74,48
2026-05-14 13F Stonebridge Capital Advisors LLC 490 7,93 214 -3,17
2026-04-22 13F Kapstone Financial Advisors LLC 834 364
2026-05-06 13F HighMark Wealth Management LLC 55 0,00 24 -11,54
2026-05-11 13F First National Bank Of Omaha 30.682 -0,69 13.330 -11,66
2026-04-15 13F Atwood & Palmer Inc 149 0,00 65 -9,72
2026-05-11 13F Viawealth, Llc 2.264 -7,29 989 -17,04
2026-05-05 13F Soundwatch Capital LLC 521 -37,68 228 -44,23
2026-05-11 13F WFA of San Diego, LLC 411 -71,89 180 -74,89
2026-04-20 13F Ritholtz Wealth Management 24.136 4,62 10.542 -6,33
2026-04-17 13F Murphy & Mullick Capital Management Corp 85 0,00 37 -9,76
2026-04-21 13F/A Madrid Wealth Management, LLC 2.494 0,16 1.089 -10,37
2026-05-05 13F Opinicus Capital, Inc. 10.290 0,58 4.494 -9,96
2026-04-15 13F Cypress Wealth Services, LLC 1.411 -6,31 616 -16,08
2026-04-21 13F Trevian Wealth Management LLC 754 0,00 329 -10,35
2026-04-28 13F Winthrop Capital Management, LLC 14.216 1,83 6 0,00
2026-04-13 13F Whalen Wealth Management Inc. 0 -100,00 0
2026-04-09 13F Tompkins Financial Corp 768 257,21 335 222,12
2026-04-24 13F KC Investment Advisors, LLC 33.603 -22,15 14.677 -30,30
2026-04-24 13F Livet Wealth, LLC 1.671 -61,52 730 -65,58
2026-05-04 13F Calamos Advisors LLC 1.449 633
2026-05-08 13F Resources Investment Advisors, LLC. 51.412 5,83 22.456 -5,24
2026-05-08 13F Guidance Capital, Inc 109.504 574,53 9.232 18,24
2026-04-23 13F Impact Partnership Wealth, LLC 70.194 65,56 30.660 48,24
2026-04-21 13F Compass Planning Associates Inc 8.775 18,39 3.833 6,00
2026-04-27 13F CWS Financial Advisors, LLC 25.248 -2,43 11.028 -12,64
2026-05-05 13F Collaborative Wealth Managment Inc. 949 -43,88 415 -49,76
2026-05-12 13F Werba Rubin Papier Wealth Management 45.496 4,89 19.872 -6,09
2026-04-21 13F Spectrum Asset Management, Inc. (NB/CA) 2.220 -34,36 970 -41,24
2026-05-06 13F Quadrant Private Wealth Management, LLC 6.918 20,56 3.022 7,93
2026-05-08 13F Marco Investment Management Llc 5.195 0,87 2.269 -9,67
2026-01-27 13F Mainstay Capital Management Llc /adv 0 -100,00 0
2026-05-15 13F Morgan Stanley 14.863.770 3,32 6.492.348 -7,49
2026-05-12 13F Tannin Capital LLC 5.589 1,05 2.441 -9,53
2026-04-10 13F Harbor Group, Inc. 4.824 30,70 2.107 17,06
2026-04-13 13F Fiduciary Financial Group, Llc 3.050 -0,03 1.332 -10,48
2026-04-21 13F Valley Forge Investment Consultants Inc Adv 1.237 2,06 540 -8,63
2026-04-22 13F Traphagen Investment Advisors Llc 556 1,46 243 -9,36
2026-04-29 13F Advance Capital Management, Inc. 6.322 -4,50 2.761 -14,49
2026-05-15 13F Quantinno Capital Management LP 146.378 32,72 63.937 18,83
2026-04-20 13F Minichmacgregor Wealth Management, Llc 916 0,00 400 -10,31
2026-04-23 13F Foronjy Financial Llc 11.948 6,33 5.219 -4,82
2026-05-01 13F Anchor Investment Management, LLC 9.035 0,39 3.946 -10,11
2026-05-15 13F Shepherd Kaplan Krochuk, Llc 909 -12,85 397 -22,05
2026-05-13 13F GLR Partners, LLC 23.621 10.317
2026-05-01 13F Luminvest Wealth Management LLC 3.608 34,78 1.247 -4,44
2026-05-11 13F Convergence Financial, LLC 5.678 90,66 2.481 70,80
2026-05-11 13F Retirement Solution Inc. 1.274 1,43 556 -9,15
2026-04-22 13F Coston, McIsaac & Partners 866 0,46 0
2026-04-29 13F Duncker Streett & Co Inc 306 0,00 134 -10,74
2026-04-28 13F Kathmere Capital Management, LLC 35.821 14,97 15.646 2,93
2026-05-13 13F Triumph Capital Management 201 0,00 88 -11,22
2026-05-14 13F Tempo Wealth, LLC 11.845 -5,13 5.174 -15,07
2026-05-01 13F Martel Wealth Advisors Inc 235.184 2,76 102.726 -7,99
2026-04-21 13F Sage Financial Management Group, Inc. 3.667 -5,68 1.602 -15,56
2026-05-14 13F Foster Dykema Cabot & Partners, Llc 1.390 0,00 607 -10,47
2026-04-07 13F Bath Savings Trust Co 22.855 -0,02 9.983 -10,49
2026-04-28 13F Clear Retirement Advice LLC 937 -11,94 409 -17,71
2026-05-04 13F Hexagon Capital Partners LLC 11.639 -3,09 5.084 -13,24
2026-04-20 13F SILVER OAK SECURITIES, Inc 5.963 71,10 2.605 52,01
2026-05-11 13F Tulsa Wealth Advisors, INC 55.628 24.298
2026-04-09 13F Clarity Capital Advisors, LLC 11.111 -1,79 4.853 -12,07
2026-04-28 13F PCG Wealth Advisors, LLC 694 8,95 303 -2,26
2026-05-14 13F Hazlett, Burt & Watson, Inc. 1.099 2,52 0
2026-04-21 13F Accredited Investor Services, Llc 1.484 0,20 648 -10,25
2026-05-15 13F Empowered Funds, LLC 6.923 -5,72 3.024 -15,61
2026-04-22 13F Riverbend Wealth Management, LLC 1.015 0,50 443 -9,96
2026-05-08 13F Camelot Portfolios, LLC 2.277 -22,42 995 -30,54
2026-05-08 13F Burling Wealth Partners, Llc 981 11,60 428 0,00
2026-04-27 13F Pensionmark Financial Group, Llc 58.227 5,54 25.433 -5,51
2026-05-11 13F Atlas Legacy Advisors, LLC 5.343 4,42 2.334 -6,53
2026-04-15 13F Planning Directions Inc 10.240 -3,95 4.473 -14,00
2026-05-12 13F Northwest Bancshares, Inc. 3.514 -2,50 1.535 -12,74
2026-04-21 13F Quad-Cities Investment Group, LLC 1.068 0,09 467 -10,38
2026-04-29 13F Staley Capital Advisers Inc 4.269 -0,35 1.865 -10,77
2026-05-12 13F Hanlon Investment Management, Inc. 6.000 -5,05 2.621 -14,99
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 124.725 11,23 54.479 -0,42
2026-05-12 13F Laurel Wealth Advisors LLC 112.314 468,33 9.753 1,17
2026-05-14 13F Gladstone Institutional Advisory LLC 31.528 -8,02 13.771 -17,65
2026-04-24 13F Ledyard National Bank 833 -0,12 364 -10,59
2026-05-12 13F Strategic Wealth Partners, Ltd. 4.109 -8,40 1.795 -18,01
2026-05-14 13F Pinnacle Financial Partners, Inc. 220.969 3,36 96.539 -7,46
2026-04-22 13F JNBA Financial Advisors 97.746 3,90 42.694 -6,98
2026-04-21 13F Family Wealth Group, LLC 28.742 19,03 12.554 6,57
2026-05-13 13F Sagewood Asset Management LP 740 0,00 323 -10,53
2026-04-13 13F Community Trust & Investment Co 4.301 0,00 1.879 -10,49
2026-05-12 13F Leavell Investment Management, Inc. 11.348 1,80 4.957 -8,86
2026-05-14 13F Providence Capital Advisors, LLC 2.811 -6,14 1.228 -16,02
2026-04-16 13F Strategic Advisory Partners, Llc 177 77
2026-05-01 13F Wealthspire Advisors, LLC 677.349 12,91 295.859 1,09
2026-04-13 13F Physician Wealth Solutions Inc. 637 0,00 278 -10,32
2026-04-06 13F Versant Capital Management, Inc 236 0,00 103 -10,43
2026-04-28 13F Goldstein Advisors, LLC 4.577 5,24 1.999 -5,75
2026-04-07 13F Investment Partners Asset Management, Inc. 502 0,00 219 -10,25
2026-05-06 13F Arjuna Capital 0 -100,00 0
2026-04-28 13F Core Wealth Advisors, Llc 0 -100,00 0
2026-05-14 13F Northern Trust Corp 169.698 -4,20 74.122 -14,22
2026-04-10 13F Integris Wealth Management, LLC 645 -1,53 282 -11,91
2026-05-15 13F Strive Financial Group ,LLC 2.431 7,61 1.062 -3,63
2026-04-16 13F Consolidated Planning Corp 808 0,00 353 -10,41
2026-04-17 13F Outlook Wealth Advisors, LLC 6.418 -21,22 2.803 -29,47
2026-05-12 13F Independent Advisor Alliance 158.434 2.718,61 69.202 2.423,78
2026-05-15 13F Chevy Chase Trust Holdings, Inc. 548 -43,85 239 -49,79
2026-05-04 13F Cornerstone Advisory, LLC 43.030 3,30 18.795 -7,51
2026-05-13 13F Avestar Capital, LLC 3.316 102,94 1.448 81,68
2026-02-06 13F Global Retirement Partners, LLC 98.543 78,01 48.075 81,07
2026-04-30 13F Independence Bank of Kentucky 2.994 0,00 1.308 -10,48
2026-05-11 13F Westfield Capital Management Co Lp 2.443 1.067
2026-04-17 13F Hanson & Doremus Investment Management 4.894 2,58 2 0,00
2026-04-15 13F Park Capital Management, LLC / WI 631 -4,83 276 -14,86
2026-04-21 13F GHP Investment Advisors, Inc. 8.821 20,89 3.853 8,20
2026-05-11 13F Aprio Wealth Management, LLC 4.346 34,84 1.898 19,07
2026-05-14 13F Renaissance Technologies Llc 26.520 2.186,21 11.584 1.950,09
2026-05-14 13F Trustmark National Bank Trust Department 125.817 -10,14 54.956 -19,54
2026-02-17 13F High Falls Advisors, Inc 522 -34,59 255 -33,51
2026-04-29 13F Clare Market Investments LLC 826 0,12 361 -8,86
2026-04-17 13F Krilogy Financial LLC 56.592 0,31 27.532 0,25
2026-05-13 13F Synergy Financial Management, LLC 5.279 17,03 2.306 4,77
2026-05-06 13F Modera Wealth Management, LLC 1.241.457 3,73 542.256 -7,13
2026-04-24 13F Mitchell Mcleod Pugh & Williams Inc 104.357 6,48 45.582 -0,75
2026-04-07 13F Agate Pass Investment Management, LLC 21.777 -2,07 9.512 -12,32
2026-05-15 13F Pettyjohn, Wood & White, Inc 2.076 0,00 907 -10,47
2026-04-14 13F LifeGoal Wealth Advisors 21.960 1,28 9.699 -8,31
2026-04-24 13F Boston Trust Walden Corp 3.206 -3,84 1.400 -13,90
2026-05-16 13F Opal Capital Llc 0 -100,00 0
2026-05-14 13F Vermillion & White Wealth Management Group, LLC 0 -100,00 0
2026-02-17 13F North Capital, Inc. 0 -100,00 0
2026-05-13 13F Anson Capital, Inc. 769 0,26 336 -10,43
2026-04-22 13F Clarity Wealth Development LLC 557 -2,96 243 -12,90
2026-04-13 13F Cogent Private Wealth, Inc. 856 -0,58 374 -11,19
2026-01-29 13F Concurrent Investment Advisors, LLC 123.306 15,52 60.156 17,51
2026-04-23 13F Wheelhouse Advisory Group LLC 614 -7,25 268 -17,54
2026-05-14 13F Warther Private Wealth, LLC 1.252 547
2026-04-17 13F CENTRAL TRUST Co 229.974 -4,30 100.450 -14,32
2026-04-09 13F Goelzer Investment Management, Inc. 911 45,76 398 30,59
2026-05-02 13F Burton Enright Welch 677 296
2026-05-08 13F SHP Wealth Management 2.746 18,77 1.199 6,29
2026-05-15 13F Waterford Advisors, LLC 62.520 1,35 26.259 -12,75
2026-05-15 13F Cape Investment Advisory, Inc. 1.504 24,30 657 11,19
2026-05-15 13F NorthRock Partners, LLC 99.802 564,15 7.265 -0,90
2026-04-09 13F Victrix Investment Advisors 626 12,59 273 0,74
2026-04-29 13F SilverOak Wealth Management LLC 1.191 0,25 520 -10,19
2026-05-05 13F Mjp Associates Inc /adv 7.382 -3,16 3.225 -13,29
2026-04-27 13F Turtle Creek Wealth Advisors, LLC 1.369 0,00 598 -10,48
2026-05-01 13F Ring Mountain Capital, LLC 477 0,00 0
2026-05-01 13F Droms Strauss Advisors Inc /mo/ /adv 10.279 -8,51 4.490 -18,08
2026-04-22 13F Monument Group Wealth Advisors, LLC 584 -54,12 255 -58,94
2026-01-20 13F Nvwm, Llc 0 -100,00 0
2026-05-04 13F Wellington Shields Capital Management, LLC 1.065 465
2026-05-06 13F SP Asset Management LLC 121.832 5,17 53.215 -5,84
2026-05-14 13F Neuberger Berman Group LLC 47.905 -0,42 20.924 -10,85
2026-04-30 13F Fulcrum Capital LLC 12.427 17,95 5.428 5,60
2026-04-14 13F Congress Asset Management Co /ma 4.523 -21,02 1.976 -29,29
2026-04-14 13F Legacy Trust 542 26,93 237 13,46
2026-04-01 13F Bangor Savings Bank 360 0,00 157 -10,29
2026-05-12 13F Bear Mountain Capital, Inc. 129 0,00 64 1,61
2026-04-17 13F Cornell Pochily Investment Advisors, Inc. 2.867 -0,03 1.252 -10,51
2026-04-03 13F Investors Research Corp 6 3
2026-05-05 13F West Paces Advisors Inc. 980 -10,83 428 -20,15
2026-04-10 13F Quaker Wealth Management, LLC 20.663 4,16 9.025 -6,75
2026-04-15 13F Occidental Asset Management, LLC 4.822 0,37 2.106 -10,12
2026-04-29 13F American Capital Advisory, LLC 9.213 10,31 4.024 -1,25
2026-04-29 13F Orin Green Financial, LLC 4.482 -0,24 1.958 -10,68
2026-04-28 13F Pine Harbor Wealth Management, LLC 15.342 -0,21 6.701 -10,65
2026-01-23 13F Bowman & Co S.C. 5.477 0,15 2.672 1,87
2026-04-17 13F Verde Capital Management 1.352 36,43 591 22,15
2026-04-20 13F Inscription Capital, LLC 1.213 3,41 530 -7,52
2026-05-08 13F Minot DeBlois Advisors LLC 1.024 0,00 447 -10,42
2026-04-27 13F Smith & Howard Wealth Management, LLC 39.707 10,27 17.336 -1,32
2026-04-27 13F Sierra Summit Advisors Llc 658 -40,13 288 -46,46
2026-01-22 13F Red Tortoise LLC 0 0
2026-04-17 13F/A Founders Financial Securities Llc 27.482 -36,01 12.629 -39,73
2026-05-18 13F Twin Lakes Capital Management, LLC 3.451 -6,60 1.507 -16,37
2026-05-08 13F Red Wave Investments LLC 6.373 -0,28 2.784 -10,72
2026-05-22 13F Independent Wealth Advisors LLC 745 0,13 325 -10,47
2026-04-29 13F Delta Capital Management Llc 18.000 500,00 1 0,00
2026-05-01 13F/A Lodestone Wealth Management LLC 273 0,00 119 -10,53
2026-05-12 13F Vines Capital Management, LLC 7.657 -4,42 3.345 -14,43
2026-04-13 13F Bouchey Financial Group Ltd 926 -63,81 426 -65,95
2026-04-20 13F CWA Asset Management Group, LLC 4.387 -13,73 1.916 -22,74
2026-05-05 13F Journey Advisory Group, LLC 1.824 -38,21 797 -44,72
2026-04-07 13F Abner Herrman & Brock Llc 0 -100,00 0
2026-04-21 13F Huntleigh Advisors, Inc. 973 19,24 424 6,80
2026-02-03 13F Vantage Financial Partners, LLC 4.925 0,18 2.403 1,91
2026-04-20 13F Triangle Securities Wealth Management 6.068 5,70 2.651 -5,39
2026-04-22 13F Bravera Wealth 4.240 47,58 1.852 32,12
2026-05-15 13F Aufman Associates Inc 1.947 -7,81 850 -17,48
2026-04-21 13F Topsail Wealth Management, LLC 1.097 0,00 479 -10,47
2026-04-27 13F DeDora Capital, Inc. 65.934 -1,31 28.799 -11,64
2026-04-24 13F Financial Life Planners 952 0,11 416 -10,37
2026-04-30 13F Costello Asset Management, INC 0 -100,00 0
2026-04-15 13F Belleair Asset Management, LLC 0 -100,00 0
2026-04-24 13F Michels Family Financial, LLC 2.750 -0,97 1.201 -11,37
2026-05-13 13F Boston Family Office Llc 1.459 3,18 1
2026-05-15 13F Pinney & Scofield, Inc. 3.468 55,10 1.515 38,77
2026-05-18 13F Genesis Financial Group, LLC 6.608 -1,36 2.886 -11,69
2026-05-07 13F Greykasell Wealth Strategies, Inc. 20 0,00 9 -11,11
2026-05-12 13F Rather & Kittrell, Inc. 2.438 -22,50 1.065 -30,64
2026-04-10 13F Impact Capital Partners LLC 1.612 31,06 704 17,33
2026-04-06 13F Hiley Hunt Wealth Management 55.697 1,64 24.328 -9,00
2026-04-27 13F JB Capital LLC 1.588 1,47 694 -9,17
2026-04-22 13F Englebert Financial Advisers, LLC 1.039 -59,95 454 -64,19
2026-05-12 13F Bey-Douglas LLC 695 -50,21 304 -55,44
2026-05-15 13F Permanens Capital L.P. 114.815 -28,93 50.150 -36,37
2026-05-14 13F Synergy Investment Management, LLC 36.135 -12,42 15.784 -21,59
2026-05-14 13F SlateStone Wealth, LLC 592 -4,82 0
2026-04-16 13F Cornerstone Management, Inc. 343.333 6,90 149.964 -4,29
2026-04-16 13F Blue Zone Wealth Advisors, LLC 6.121 7,61 2.674 -3,64
2026-05-12 13F Cascade Financial Partners, LLC 1.278 0,47 558 -10,00
2026-04-22 13F CrossGen Wealth, LLC 33 0,00 14 -12,50
2026-04-08 13F Moulton Wealth Management, Inc 0 -100,00 0
2026-05-08 13F Sofos Investments, Inc. 1.197 0,00 523 -10,46
2026-05-11 13F Cooper Capital Advisors LLC 849 0,71 371 -9,98
2026-04-21 13F North Forty Two & Co. 1.128 0,00 493 -10,55
2026-04-16 13F Henrickson Nauta Wealth Advisors, Inc. 590 -50,00 258 -55,54
2026-04-23 13F Emerald Advisors, LLC 16.909 -1,10 7.386 -11,45
2026-05-05 13F EnRich Financial Partners LLC 11.581 0,93 5.059 -9,63
2026-04-13 13F Plan Group Financial, LLC 1.097 9,37 479 -2,04
2026-04-21 13F Oak Wealth Advisors LLC 672 0,00 294 -10,40
2026-04-30 13F Team Hewins, LLC 3.118 -4,71 1.362 -14,72
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 60.338 -4,75 26.355 -14,72
2026-01-23 13F Rede Wealth, LLC 0 -100,00 0
2026-04-21 13F Vigil Wealth Management, LLC 629 -2,18 275 -12,46
2026-04-17 13F Brown, Lisle/cummings, Inc. 714 0,00 312 -10,63
2026-05-06 13F Bartlett & Co. Wealth Management Llc 39.084 469,16 3.272 -2,33
2026-05-12 13F Kovack Advisors, Inc. 20.415 -3,63 9.580 -7,30
2026-04-24 13F Secured Retirement Advisors, Llc 0 -100,00 0
2026-05-14 13F Rockbridge Investment Management, LCC 2.971 -2,01 1.298 -12,31
2026-04-15 13F Client 1st Advisory Group, Llc 693 0,00 303 -10,65
2026-04-27 13F Strathmore Capital Advisors, Inc. 9.822 818
2026-04-22 13F Vicus Capital 15.915 4,58 6.952 -6,37
2026-05-14 13F Bridgewater Advisors Inc. 23.567 322,73 2.062 -22,45
2026-04-29 13F Unified Investment Management 500 0,00 218 -10,29
2026-04-29 13F Richmond Investment Services, LLC 28.245 -3,17 12.341 -13,31
2026-05-07 13F Northwestern Mutual Wealth Management Co 1.775.949 1,39 775.717 -9,22
2026-05-04 13F Schnieders Capital Management, Llc. 1.021 0,00 446 -10,64
2026-05-06 13F Annis Gardner Whiting Capital Advisors, LLC 2.102 121,26 918 98,06
2026-05-13 13F Cpwa, Llc 5.324 462
2026-05-14 13F Chartist Inc /ca/ 497 0,00 217 -10,33
2026-04-15 13F Tribridge Partners Financial LLC 0 -100,00 0
2026-04-27 13F Koshinski Asset Management, Inc. 38.384 0,87 16.766 -9,69
2026-05-15 13F Vance Wealth, Inc. 1.570 9,33 686 -2,14
2026-04-15 13F Founders Grove Wealth Partners, Llc 44.142 0,99 19.281 -9,59
2026-04-09 13F Avenue 1 Advisors, LLC 58.108 2,61 25.381 -8,13
2026-05-01 13F Summit Financial Strategies, Inc. 2.374 -6,79 1.037 -16,59
2026-05-14 13F Safeguard Investment Advisory Group, LLC 785 1,16 343 -9,50
2026-04-28 13F Tempus Wealth Planning, LLC 753 0,00 329 -10,35
2026-05-12 13F Advocacy Wealth Management Services, LLC 3.176 -77,61 1.387 -79,95
2026-01-07 13F Yeomans Consulting Group, Inc. 442 -4,33 216 -3,15
2026-05-11 13F American Money Management, LLC 0 -100,00 0
2026-05-14 13F Diversified Enterprises, LLC 14.478 -0,65 6.324 -11,06
2026-05-01 13F Midwest Trust Co 36.628 15,41 15.999 3,33
2026-05-16 13F Sunbelt Securities, Inc. 5.145 2,14 2.247 -8,55
2026-04-24 13F Vision Financial Markets Llc 13 0,00 5 0,00
2026-04-15 13F Single Point Partners, LLC 1.859 2,03 812 -8,67
2026-05-14 13F RMG Wealth Management LLC 63.086 8.333,96 5.519 1.441,62
2026-04-16 13F EdgeRock Capital LLC 0 -100,00 0
2026-05-13 13F McDonough Capital Management, Inc 745 0,00 325 -10,47
2026-04-30 13F Peterson Wealth Services 49.675 1,58 21.697 -9,06
2026-05-11 13F TD Capital Management LLC 76.716 -0,47 33.509 -10,89
2026-05-04 13F LJI Wealth Management, LLC 1.957 -14,62 855 -23,61
2026-04-13 13F Mkd Wealth Coaches, Llc 1.425 0,00 622 -10,50
2026-04-24 13F Bishop & Co Investment Management, LLC 87.849 -14,69 38.372 -23,62
2026-04-16 13F Southern Capital Advisors, Llc 3.996 -0,17 1.745 -10,60
2026-05-08 13F Everett Harris & Co /ca/ 65.810 -2,99 28.745 -13,14
2026-05-15 13F Tower Research Capital LLC (TRC) 0 -100,00 0
2026-05-15 13F Continental Investors Services, Inc. 7.069 534,56 614 14,37
2026-05-12 13F Richardson Capital Management LLC 1.514 213,46 661 181,28
2026-04-20 13F Leeward Financial Partners, LLC 42.104 -4,00 18.390 -14,05
2026-05-11 13F RWM Asset Management, LLC 90.462 1,29 39.513 -9,11
2026-04-17 13F Presilium Private Wealth, Llc 160.851 12,17 70.258 0,43
2026-05-01 13F Diversify Wealth Management, Llc 52.710 1.672,36 4.358 198,49
2026-04-07 13F Signaturefd, Llc 163.198 4,96 71.283 -6,02
2026-05-12 13F Dearborn Partners Llc 1.108 41,51 484 26,77
2026-04-21 13F Magnolia Private Wealth, LLC 495 0,00 216 -10,37
2026-04-16 13F VVR Holdings LLC 39.617 1,49 17.304 -9,13
2026-04-17 13F James J. Burns & Company, LLC 733 -1,48 320 -11,60
2026-06-03 13F/A Wealthquest Corp 2.544 -1,81 1.111 -12,10
2026-04-07 13F Twele Capital Management, Inc. 1.131 0,00 494 -10,34
2026-04-21 13F Trust Co Of Virginia /va 981 0,00 428 -10,46
2026-04-17 13F First National Bank Sioux Falls 2.428 0,00 1.181 -0,25
2026-05-14 13F Sunesis Advisors, LLC 0 -100,00 0
2026-05-13 13F Jaffetilchin Investment Partners, LLC 4.141 1,27 1.809 -9,33
2026-04-14 13F Zrc Wealth Management, Llc 0 -100,00 0
2026-04-28 13F Golden State Wealth Management, LLC 2.660 -7,93 1.162 -17,53
2026-05-01 13F Mowery & Schoenfeld Wealth Management, LLC 74 0,00 32 -11,11
2026-05-05 13F One Day In July LLC 203.849 7,02 89.039 -4,19
2026-04-23 13F Harbour Investment Management Llc 590 0,00 258 -10,45
2026-04-29 13F Financial Life Advisors 27.305 7,00 11.927 -4,20
2026-05-07 13F Intellus Advisors LLC 0 -100,00 0
2026-04-10 13F Daytona Street Capital LLC 23 0,00 10 -9,09
2026-02-17 13F MGB Wealth Management, LLC 1.744 29,47 851 31,94
2026-05-08 13F Stone Loft Wealth Management Llc 6.108 23,92 2.668 10,94
2026-05-14 13F LifePlan Investment Advisors, Inc. 19.649 8,19 8.582 -3,14
2026-04-24 13F Family Investment Center, Inc. 0 -100,00 0
2026-02-05 13F Tucker Asset Management Llc 621 82,65 303 85,28
2026-04-13 13F Bay Rivers Group 11.462 3,11 5.006 -7,67
2026-04-23 13F SJS Investment Consulting Inc. 762 56,47 333 40,08
2026-05-15 13F Flow Traders U.s. Llc 0 -100,00 0
2026-05-11 13F Elevate Wealth Advisory, Inc 408 0,00 178 -10,55
2026-05-15 13F Clark Capital Management Group, Inc. 7.555 12,61 3.300 0,82
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-05-14 13F First Commonwealth Financial Corp /pa/ 0 -100,00 0
2026-05-11 13F Bailard, Inc. 1.137 16,74 497 4,63
2026-04-21 13F Morton Capital Management LLC/CA 1.481 -0,40 647 -10,90
2026-04-21 13F Founders Capital Management 324 0,00 142 -10,76
2026-05-06 13F Arcus Capital Partners, LLC 558 -2,79 244 -13,21
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 435.418 -2,65 189.936 -12,94
2026-05-18 13F Chesapeake Wealth Management 770 0,39 336 -10,16
2026-05-12 13F Absolute Capital Management, LLC 10.899 12,20 4.761 0,44
2026-05-06 13F Aviance Capital Partners, LLC 745 0,00 325 -10,47
2026-05-13 13F Keystone Financial Group 21.468 2,13 9.360 -8,73
2026-05-15 13F Sanchez Levi Garrett 1.192 521
2026-04-16 13F Capital Advisors, Ltd. LLC 28.353 -1,42 12 -14,29
2026-05-07 13F Tidemark, LLC 204 -21,54 89 -29,37
2026-05-11 13F Citigroup Inc 963.703 3,10 420.936 -7,69
2026-04-07 13F G&S Capital LLC 3.040 0,70 1.328 -9,85
2026-04-28 13F Oversea-Chinese Banking CORP Ltd 1.871 -12,81 817 -21,89
2026-05-08 13F Russell Investments Group, Ltd. 7.533 4,71 3.290 -6,24
2026-05-15 13F Excelsior Advisor Network LLC 8.095 30,23 3.536 16,59
2026-05-12 13F WorthPointe, LLC 0 -100,00 0
2026-05-13 13F Mairs & Power Inc 688 0,00 301 -10,45
2026-04-06 13F Miller Global Investments, LLC 0 -100,00 0
2026-05-12 13F Pacific Center for Financial Services 139 0,00 61 -9,09
2026-05-13 13F River Wealth Advisors LLC 3.653 -1,38 1.596 -11,73
2026-04-22 13F Sutton Place Investors Llc 9.802 0,49 4.281 -10,03
2026-04-29 13F Rockwood Wealth Management, LLC 6.341 -0,86 2.770 -11,25
2026-04-09 13F Cliftonlarsonallen Wealth Advisors, Llc 13.847 0,00 6.048 -10,47
2026-05-15 13F Alliancebernstein L.p. 253.945 -52,64 123.890 -52,64
2026-05-06 13F CNB Bank 118 0,00 52 -10,53
2026-05-13 13F Petra Financial Advisors Inc 0 -100,00 0
2026-05-11 13F Daymark Wealth Partners, Llc 10.018 -0,30 4.376 -10,75
2026-04-21 13F Wesbanco Bank Inc 18.356 95,15 8.018 74,74
2026-04-13 13F CGC Financial Services, LLC 4.616 7,83 2.016 -3,45
2026-04-28 13F Kanawha Capital Management Llc 0 -100,00 0
2026-04-20 13F Dopkins Wealth Management, Llc 12.896 0,02 5.633 -10,46
2026-05-15 13F Destination Wealth Management 136.915 -2,97 59.803 -13,13
2026-04-13 13F Foster Group, Inc. 3.569 1,16 1.559 -9,47
2026-05-06 13F Tyche Wealth Partners LLC 612 0,00 267 -10,40
2026-05-12 13F Operose Advisors LLC 3.341 0,39 1.459 -10,10
2026-05-15 13F MidFirst Bank 343 -55,05 150 -59,95
2026-04-10 13F Country Trust Bank 1.364 0,00 596 -10,53
2026-05-01 13F Financial Connections Group, Inc. 31.799 -0,29 14 -13,33
2026-04-08 13F Ccg Wealth Management, Llc 1.331 582
2026-05-01 13F Cdkv Holdings Llc 15.836 28,89 6.917 15,42
2026-04-01 13F Rowland & Co Investment Counsel/adv 1.459 0,00 637 -10,41
2026-04-27 13F Qrg Capital Management, Inc. 12.734 -4,88 5.562 -14,84
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 467.125 -23,22 205.690 -31,04
2026-04-24 13F Crux Wealth Advisors 3.788 -0,79 1.655 -11,17
2026-04-08 13F Fermata Advisors, LLC 1.402 1,52 612 -9,06
2026-05-08 13F McAdam, LLC 7.998 0,39 3.494 -10,11
2026-04-15 13F Exchange Traded Concepts, Llc 190.237 5,47 83.094 -5,57
2026-04-22 13F Pasadena Private Wealth, LLC 179.953 0,13 78.602 -10,35
2026-04-08 13F First Heartland Consultants, Inc. 34.517 6,08 15.077 -5,03
2026-04-17 13F Berman McAleer LLC 980 0,00 428 -10,46
2026-05-14 13F Capital Analysts, Inc. 42.813 10,09 19 0,00
2026-04-20 13F Focused Wealth Management, Inc 2.332 0,13 1.019 -10,39
2026-05-07 13F Advisor OS, LLC 7.817 0,73 3.414 -9,80
2026-04-28 13F Howe & Rusling Inc 808 1,13 353 -9,25
2026-04-15 13F BDFS Capital LLC 699 12,02 305 0,33
2026-02-13 13F Total Wealth Planning, Llc 8.837 -94,03 4.311 -93,92
2026-04-21 13F Systelligence, LLC 34.185 -12,84 14.932 -21,97
2026-04-15 13F Cranbrook Wealth Management, LLC 27.365 -0,64 11.953 -11,04
2026-05-14 13F Pennington Partners & Co., Llc 3.251 1.420
2026-05-05 13F Black Diamond Financial, LLC 67.870 -26,20 29.645 -33,93
2026-05-12 13F Baker Avenue Asset Management, LP 3.987 -1,43 1.741 -11,76
2026-05-13 13F Carter Financial, LLC 64.574 1,51 28.205 -9,12
2026-05-11 13F Linscomb & Williams, Inc. 2.545 -0,47 1.112 -10,91
2026-05-14 13F Financial Engines Advisors L.L.C. 6.503.155 0,13 473.419 -85,06
2026-05-15 13F Jones Financial Companies Lllp 39.228.809 -0,39 16.571.483 -13,75
2026-04-24 13F rebel Financial LLC 23.971 -1,95 10.470 -12,21
2026-04-02 13F Collective Family Office Llc 2.263 -5,23 988 -15,19
2026-04-30 13F Manning & Napier Advisors Llc 332 0,00 145 -9,94
2026-05-12 13F Anfield Capital Management, LLC 21 0,00 9 -10,00
2026-04-13 13F Uptown Financial Advisors LLC 31.383 11,02 13.708 -0,60
2026-05-01 13F FLC Capital Advisors 1.647 1,54 719 -9,10
2026-04-16 13F Fiduciary Advisors, Inc. 508 -0,97 222 -11,60
2026-04-24 13F Flagship Private Wealth, LLC 2.591 -4,32 1.132 -14,38
2026-05-14 13F Jacobi Capital Management LLC 2.909 5,06 1.271 -5,93
2026-05-15 13F Pointe Capital Management LLC 1.295 0,00 566 -10,46
2026-04-09 13F ASL Financial, LLC 459 0,00 200 -10,31
2026-05-12 13F ARK Investment Management LLC 93 -27,34 40 -35,48
2026-05-15 13F Sonoma Private Wealth LLC 2.458 -1,56 1.074 -11,90
2026-04-29 13F SwitchPoint Financial Planning, LLC 6.003 0,27 2.622 -10,21
2026-05-15 13F Gallagher Fiduciary Advisors, LLC 17.505 1,29 7.646 -9,31
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 28.366 100,84 12.390 79,81
2026-04-29 13F Sather Financial Group Inc 653 -17,13 285 -25,78
2026-05-14 13F Kensington Asset Management, LLC 220.810 0,00 108.570 0,00
2026-04-30 13F Mason & Associates Inc 1.248 0,65 524 -13,25
2026-05-12 13F TD Waterhouse Canada Inc. 4.124 2,95 1.819 -6,91
2026-05-04 13F Alta Wealth Advisors LLC 4.475 6,09 1.955 -5,01
2026-04-07 13F CoreCap Advisors, LLC 50.045 -27,91 21.859 -35,46
2026-05-11 13F National Wealth Management Group, LLC 636 -42,18 278 -48,32
2026-04-27 13F Greenleaf Trust 7.463 -9,37 3.260 -18,87
2026-04-28 13F B.O.S.S. Retirement Advisors, LLC 1.049 -13,02 458 -22,11
2026-05-14 13F Joseph P. Lucia & Associates, LLC 565 0,00 247 -10,55
2026-05-07 13F Marshall & Sterling Wealth Advisors Inc. 8.371 -13,34 3.657 -22,41
2026-04-08 13F Heritage Family Offices, LLP 0 -100,00 0
2026-05-14 13F Fort Point Capital Partners LLC 557 0,00 243 -10,00
2026-05-08 13F First National Advisers, LLC 1.908 12,57 833 0,85
2026-02-25 13F Kw Wealth Management Llc 2.162 -4,34 1.055 -2,77
2026-05-14 13F Lebenthal Global Advisors, LLC 830 7,65 363 -3,72
2026-04-30 13F Simplicity Wealth,LLC 5.242 0,08 2.289 -10,41
2026-05-13 13F/A Atlas Wealth LLC 545 -22,25 238 -30,21
2026-05-01 13F First Business Financial Services, Inc. 1.550 3,20 677 -7,51
2026-05-13 13F Calton & Associates, Inc. 23.558 -0,88 10.290 -11,26
2026-04-29 13F Cary Street Partners Financial Llc 240.589 4,14 95.923 -6,39
2026-04-23 13F Eagle Wealth Advisors LLC 595 0,00 260 -10,69
2026-04-28 13F Walkner Condon Financial Advisors LLC 4.304 -1,56 1.880 -11,82
2026-04-23 13F Members Wealth Llc 4.035 500,45 335 2,45
2026-05-05 13F D.a. Davidson & Co. 1.811.209 2,13 791.118 -8,56
2026-05-14 13F Loomis Sayles & Co L P 18.265 -50,60 7.978 -55,77
2026-04-29 13F Integrity Investment Advisors, LLC 1.073 -0,09 469 -10,69
2026-04-20 13F Cardinal Strategic Wealth Guidance 80 0,00 35 -12,82
2026-04-24 13F Essex LLC 1.260 0,08 550 -10,42
2026-05-04 13F 5th Street Advisors, LLC 646 0,00 282 -10,48
2026-05-11 13F POM Investment Strategies, LLC 0 -100,00 0
2026-05-26 13F Summit Financial Wealth Advisors, LLC 111.794 1,61 48.831 -9,02
2026-05-11 13F United Bank 4.574 0,00 1.998 -10,49
2026-05-14 13F Bridgewealth Advisory Group, LLC 2.435 -4,40 1.064 -14,41
2026-04-21 13F Moseley Investment Management Inc 7.942 8,69 3.469 -2,67
2026-04-30 13F Cookson Peirce & Co Inc 645 0,00 282 -10,51
2026-04-17 13F Essex Savings Bank 633 21,03 276 8,24
2026-04-14 13F Prospera Financial Services Inc 71.245 -4,03 31.142 -14,07
2026-05-14 13F Gambit Capital Management, LLC 1.527 -0,39 667 -10,84
2026-05-05 13F Woodmont Investment Counsel Llc 415.008 2,17 181.271 -8,52
2026-05-15 13F Westwood Holdings Group Inc 26.058 -1,89 11.382 -12,17
2026-04-24 13F Lynch Asset Management, Inc. 429 -3,16 187 -13,43
2026-05-08 13F Idaho Trust Bank 11.126 -21,08 4.860 -29,34
2026-05-14 13F Elgethun Capital Management 1.853 -2,16 809 -12,45
2026-04-15 13F NorthAvenue LLC 388 0,00 169 -10,58
2026-04-23 13F waypoint wealth counsel 1.146 -13,83 501 -22,84
2026-05-15 13F EFG International AG 4.880 273,37 2.132 234,54
2026-05-06 13F Fidelis Capital Partners, LLC 6.321 10,03 2.761 -1,50
2026-05-15 13F Warren Averett Asset Management, LLC 773.094 4,94 337.680 -6,04
2026-05-01 13F Cosner Financial Group, LLC 3.275 -1,53 1.378 -15,04
2026-05-07 13F True North Advisors, LLC 696 304
2026-04-13 13F Allen Mooney & Barnes Investment Advisors LLC 1.250 10,52 546 -1,09
2026-04-21 13F Narus Financial Partners, LLC 1.660 0,61 725 -9,83
2026-04-13 13F Total Investment Management Inc 517 9,07 226 -2,60
2026-05-15 13F Resources Management Corp /ct/ /adv 125 66,67 0
2026-04-28 13F Opes Wealth Management LLC 1.095 0,00 478 -10,49
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 486 0,00 212 -7,83
2026-05-12 13F Resurgent Financial Advisors LLC 497 217
2026-04-29 13F Austin Asset Management Co Inc 0 -100,00 0
2026-05-13 13F Headlands Technologies LLC 0 -100,00 0
2026-04-24 13F Acorn Financial Advisory Services Inc /adv 11.406 -78,15 4.982 -80,44
2026-04-13 13F Midway Capital Research & Management 36 16
2026-05-15 13F Quadcap Wealth Management, LLC 13.073 -1,57 5.710 -11,87
2026-04-10 13F First Bank & Trust 0 -100,00 0
2026-05-13 13F Transcend Wealth Collective, Llc 6.832 -14,10 2.984 -23,12
2026-04-08 13F M.e. Allison & Co., Inc. 626 -25,30 273 -33,09
2026-05-18 13F Claris Financial LLC 21.588 0,84 9.429 -9,71
2026-05-12 13F Rathbone Brothers plc 490 0,00 214 -10,46
2026-04-30 13F First Horizon Corp 100.273 6,56 43.798 -4,60
2026-02-13 13F Palisade Asset Management, LLC 0 -100,00 0
2026-05-13 13F WealthCollab, LLC 0 -100,00 0
2026-05-15 13F Silver Grove Financial Group, Inc. 2.371 2,11 1.036 -8,57
2026-05-05 13F Cannon Wealth Management Services, LLC 571 -20,58 249 -28,86
2026-05-06 13F Atlantic Trust, LLC 284 0,00 124 -10,14
2026-04-27 13F Leelyn Smith, LLC 0 -100,00 0
2026-05-11 13F Strengthening Families & Communities, LLC 100 44
2026-04-21 13F Keystone Financial Group, Inc. 1.218 0,16 532 -10,46
2026-04-30 13F Financial Freedom, LLC 729 0,14 318 -10,42
2026-05-06 13F WoodTrust Financial Corp 8.939 -12,50 4 -25,00
2026-05-07 13F Cassaday & Co Wealth Management LLC 9.548 0,09 4.170 -10,38
2026-05-13 13F Fiduciary Family Office, Llc 500 -41,52 218 -47,72
2026-05-08 13F Private Advisory Group LLC 38.537 1.315,24 16.833 1.167,47
2026-05-12 13F Omega Financial Group, LLC 0 -100,00 0
2026-05-12 13F/A Ogorek Anthony Joseph /ny/ /adv 18.550 -2,04 8 -11,11
2026-04-24 13F MOR Wealth Management, LLC 987 -31,08 431 -38,25
2026-04-28 13F Mokosak Advisory Group, LLC 0 -100,00 0
2026-05-11 13F Delta Asset Management Llc/tn 461 -17,24 201 -25,83
2026-02-03 13F Alpha Cubed Investments, LLC 3.186 1,46 1.554 3,26
2026-05-15 13F City National Bank Of Florida /msd 800 60,64 349 44,21
2026-04-30 13F Hsbc Holdings Plc 5.168 2.257
2026-04-24 13F Innova Wealth Partners 647 6,59 283 -4,73
2026-05-13 13F Parkside Financial Bank & Trust 18.962 20,01 8.282 7,45
2026-04-10 13F Integrated Financial Solutions, Inc. 1.377 0,00 602 -10,43
2026-04-08 13F Warner Financial, Inc 64.370 1,14 28.116 90.596,77
2026-05-05 13F Marks Group Wealth Management, Inc 3.861 -22,30 1.686 -30,45
2026-04-14 13F Beacon Investment Advisory Services, Inc. 401 -36,35 175 -43,00
2026-04-23 13F Powell Investment Advisors, LLC 4.794 0,02 2.094 -10,44
2026-04-27 13F Rochester Wealth Strategies, LLC 51.067 10,16 22.306 -1,37
2026-01-27 13F Meritage Portfolio Management 3.368 -5,97 1.643 -4,31
2026-05-05 13F Plante Moran Financial Advisors, LLC 7.595 -7,68 3.317 -17,34
2026-05-15 13F Gotham Asset Management, LLC 142.386 54,01 62.193 37,89
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 321.083 6,80 140.500 -4,26
2026-04-23 13F Narwhal Capital Management 1.804 0,22 788 -10,36
2026-04-06 13F GAMMA Investing LLC 4.064 0,20 1.775 -10,26
2026-04-07 13F Calder Financial LLC 9.284 -1,04 4.099 -10,44
2026-04-28 13F Fischer Financial Services, Inc. 0 -100,00 0
2026-05-05 13F Quartz Partners, LLC 968 1,15 423 -9,44
2026-05-06 13F Gerber Kawasaki Wealth & Investment Management 3.731 -1,53 1.635 -11,53
2026-04-27 13F GenTrust, LLC 35.038 -4,65 15.304 -14,63
2026-04-27 13F Sharp Financial Services, LLC 917 0,55 401 -9,91
2026-05-15 13F Evelyn Partners Investment Management Services Ltd 600 -15,73 262 -24,50
2026-05-15 13F AlphaCore Capital LLC 12.691 -73,52 5.543 -76,29
2026-04-22 13F Wiser Advisor Group LLC 3.846 -7,41 1.680 -17,13
2026-04-22 13F Joel Isaacson & Co., LLC 82.427 5,45 36.003 -5,59
2026-05-08 13F Steward Partners Investment Advisory, Llc 234.307 3,06 102.343 -7,73
2026-04-16 13F Intergy Private Wealth, LLC 22.830 2,22 9.972 -8,48
2026-05-05 13F Smith, Moore & Co. 13.782 3,70 6.020 -7,16
2026-05-14 13F Raymond James Financial Inc 3.575.213 7,41 1.561.617 -3,84
2026-04-13 13F Cascade Investment Advisors, Inc. 1.034 0,00 452 -10,52
2026-05-04 13F Rodgers & Associates, LTD 38.382 6,77 16.765 -4,41
2026-05-08 13F Grand Wealth Management, Llc 335 0,00 146 -10,43
2026-05-05 13F Gentry Private Wealth, Llc 24.655 -11,86 10.769 -21,09
2026-05-15 13F Rehmann Capital Advisory Group 16.924 3,28 7.393 -7,53
2026-05-07 13F Vision Retirement, LLC 4.185 689,62 1.828 608,53
2026-05-12 13F Acorn Creek Capital Llc 55.805 2,27 24.375 -8,44
2026-04-30 13F BRYN MAWR TRUST Co 11.741 -3,97 5.128 -14,03
2026-04-24 13F Means Investment Co., Inc. 1.740 0,69 760 -9,85
2026-04-21 13F Chapin Davis, Inc. 3.278 2,63 1.432 -8,09
2026-05-11 13F Blue Bell Private Wealth Management, Llc 284 0,00 124 -10,14
2026-05-01 13F Coordinated Financial Services, Inc. 1.285 5,41 561 -5,56
2026-05-07 13F Koss-Olinger Consulting, LLC 620 0,00 271 -10,89
2026-04-24 13F Newton One Investments LLC 86.461 0,89 37.766 -9,67
2026-05-06 13F Financiere des Professionnels - Fonds d,investissement inc. 100 0,00 44 -10,42
2026-04-28 13F Stephens Inc /ar/ 145.267 4,07 63.451 -6,82
2026-05-05 13F HighTower Advisors, LLC 1.589.188 0,79 694.277 -9,75
2026-04-09 13F Trust Co of Tennessee 228.436 -3,09 99.775 -13,24
2026-04-22 13F Princeton Global Asset Management LLC 170 0,00 74 -9,76
2026-04-28 13F Hillcrest Wealth Advisors - NY, LLC 9.100 0,00 3.975 -10,48
2026-05-14 13F Winslow Capital Management, LLC 5.966 -57,52 2.606 -61,98
2026-04-10 13F YHB Investment Advisors, Inc. 1.730 -1,54 756 -11,90
2026-05-04 13F Absher Wealth Management, Llc 23 10
2026-04-21 13F Pflug Koory, LLC 4 0,00 2 0,00
2026-04-16 13F Petredis Investment Advisors Llc 1.698 -1,91 742 -12,20
2026-04-21 13F Piedmont Capital Management, LLC/NC 489 0,00 214 -10,50
2026-05-08 13F Maia Wealth LLC 4.398 -8,15 1.921 -12,85
2026-05-15 13F Laird Norton Trust Company, Llc 9.487 -5,34 4.144 -15,24
2026-04-29 13F Capital Planning LLC 20.143 18,09 8.798 6,09
2026-04-08 13F Sax Wealth Advisors, Llc 11.477 0,00 5.599 0,00
2026-01-26 13F Elevation Capital Advisory, LLC 0 -100,00 0 -100,00
2026-04-13 13F Arcadia Investment Advisors Llc 8.658 -0,43 3.782 -10,85
2026-05-01 13F Lincoln Capital LLC 3.614 -1,50 1.578 -11,90
2026-05-13 13F Capital Advisor Network LLC 15.733 6.872
2026-04-22 13F Barnes Dennig Private Wealth Management LLC 98 0,00 43 -10,64
2026-05-11 13F Blueprint Financial Advisors LLC 11.066 -25,75 4.834 -33,52
2026-04-09 13F Kwmg, Llc 10.425 0,68 4.554 -9,86
2026-04-23 13F Interchange Capital Partners, LLC 2.515 4,23 933 -20,82
2026-05-14 13F StoneX Group Inc. 20.338 -49,41 8.876 -54,93
2026-04-30 13F Stablepoint Partners, LLC 2.830 -0,95 1.236 -11,27
2026-04-27 13F Truist Financial Corp 1.037.216 -3,78 453.045 -13,86
2026-05-08 13F Cypress Capital Management LLC (WY) 180 0,00 79 -10,34
2026-04-15 13F Elevatus Welath Management 7.008 -19,05 3.061 -27,52
2026-05-13 13F Cascade Investment Group, Inc. 1.043 14,49 456 2,48
2026-05-04 13F Barrett & Company, Inc. 12.075 -4,49 5.274 -14,49
2026-04-29 13F Rocky Mountain Advisers, Llc 15 7
2026-05-12 13F Culbertson A N & Co Inc 12.191 -5,88 5.325 -15,75
2026-04-10 13F Stillwater Capital Advisors, LLC 605 0,00 264 -10,51
2026-04-20 13F Christensen, King & Associates Investment Services, Inc. 1.207 8,25 527 -2,95
2026-04-29 13F CFS Investment Advisory Services, LLC 107.438 1,61 53.066 2,87
2026-05-08 13F Aviso Wealth Management 2.402 -0,29 1.049 -10,72
2026-05-19 13F Financial Insights, Inc. 27.656 -8,20 12.080 -17,81
2026-05-15 13F M Wealth Management, LLC 1.460 0,14 637 -10,41
2026-04-20 13F Courier Capital Llc 619 0,00 271 -10,60
2026-06-03 13F CoreFirst Bank & Trust 140 0,00 61 -10,29
2026-05-05 13F Putnam Fl Investment Management Co 6.564 2,13 2.867 -8,58
2026-01-26 13F West Wealth Group, LLC 0 -100,00 0
2026-04-06 13F Old Port Advisors 491 0,20 214 -10,46
2026-04-20 13F Brandywine Oak Private Wealth Llc 237.008 5,80 103.522 -5,28
2026-05-13 13F Abbot Financial Management, Inc. 17.297 -0,25 7.555 -10,69
2026-01-29 13F Warren Street Wealth Advisors, LLC 0 -100,00 0 -100,00
2026-04-27 13F Platform Technology Partners 12.865 6,07 5.620 -5,04
2026-05-12 13F Financial Network Wealth Management LLC 4.489 -2,41 2 -50,00
2026-05-14 13F Gts Securities Llc 0 -100,00 0
2026-04-20 13F Independent Wealth Network Inc. 6.266 -4,01 2.737 -14,07
2026-04-27 13F Dominguez Wealth Management Solutions, Inc. 56.673 4,97 24.754 -6,02
2026-04-09 13F Wealth Alliance Advisory Group, LLC 71.341 18,53 31.161 6,12
2026-04-28 13F WESPAC Advisors, LLC 3.703 -35,28 1.617 -42,06
2026-05-13 13F Crews Bank & Trust 67.777 3,48 29.604 -7,35
2026-05-14 13F Mill Creek Capital Advisors, LLC 2.497.362 0,62 1.090.823 -9,91
2026-04-21 13F Centennial Advisors, LLC 1.110 485
2026-05-06 13F Everest Management Corp. 1.203 -26,15 526 -33,88
2026-05-13 13F Bradley & Co. Private Wealth Management, LLC 284 0,00 124 -10,14
2026-04-27 13F Legacy Financial Group, Inc. 72.580 0,46 31.702 -10,06
2026-04-17 13F Amarillo National Bank 660 288
2026-04-21 13F Financial Consulate, Inc 232 0,00 101 -10,62
2026-04-13 13F Fortress Wealth Group, LLC 55.874 -15,66 24.813 -22,22
2026-05-11 13F Ducere Wealth Management LLC 810 -1,22 354 -11,75
2026-05-26 13F Ruggaard & Associates LLC 3.109 2,44 1.358 -8,24
2026-02-17 13F Main Street Financial Solutions, LLC 6.722 -38,75 3.280 -37,70
2026-04-15 13F Perkins Coie Trust Co 866 0,00 378 -10,43
2026-01-22 13F Lee Financial Co 0 -100,00 0
2026-04-10 13F Armstrong Advisory Group, Inc 2.142 4,18 936 -6,69
2026-05-08 13F TMB Capital Partners, LLC 5.323 26,80 2.325 13,58
2026-04-21 13F Lewis Asset Management, LLC 10.094 -1,38 4.409 -11,70
2026-05-01 13F Merrithew & Thorsten Inc 301 0,33 0
2026-05-18 13F Cassady Wealth & Retirement Planning, LLC 38.983 646,09 3.242 27,19
2026-05-14 13F Retiremitten Financial Llc 1.790 782
2026-04-02 13F McAlister, Sweet & Associates, Inc. 3.301 0,06 1.442 -10,44
2026-04-22 13F Financially in Tune, LLC 780 54,15 341 38,21
2026-05-15 13F Goldman Sachs Group Inc 1.204.403 2,10 526.071 -8,58
2026-04-22 13F Strategic Planning Group, Llc 992 0,00 433 -10,35
2026-04-29 13F Strid Group, LLC 1.353 -8,15 591 -17,83
2026-05-04 13F Lincoln National Corp 719.053 7,94 314.075 -3,36
2026-04-17 13F 55 North Private Wealth, LLC 14.101 -2,29 6.159 -12,51
2026-05-13 13F Goepper Burkhardt LLC 1.971 56,55 861 40,07
2026-04-28 13F Westfuller Advisors, LLC 1.033 -3,10 451 -13,27
2026-05-15 13F Family Management Corp 60 0,00 26 -10,34
2026-04-15 13F Retireful, LLC 0 -100,00 0
2026-04-16 13F Freedom Financial Partners LLC 20.840 1,05 9.103 -9,53
2026-04-13 13F Compass Ion Advisors, LLC 5.013 1,46 2.190 -9,17
2026-04-13 13F CJM Wealth Advisers, Ltd. 474 4,64 207 -6,79
2026-04-29 13F Latko Wealth Management, Ltd. 6.005 -20,69 2.623 -29,00
2026-05-15 13F Brown Advisory Inc 89.444 -12,76 39.069 -21,90
2026-01-13 13F Stephens Consulting, LLC 5.621 -2,99 2.742 -1,30
2026-01-26 13F Heritage Wealth Management, Inc. 0 -100,00 0
2026-04-30 13F Winch Advisory Services, LLC 3.733 55,28 1.631 39,08
2026-04-10 13F Magnus Financial Group LLC 137.402 -0,55 60.016 -10,96
2026-04-20 13F Chatterton & Associates Inc. 736 338
2026-05-12 13F Three Bridge Wealth Advisors, LLC 1.462 639
2026-05-14 13F Hilltop Holdings Inc. 16.449 -14,98 7.184 -23,88
2026-05-11 13F Carbahal Olsen Financial Services Group, LLC 0 -100,00 0
2026-05-12 13F Icon Wealth Advisors, LLC 24.343 506,91 2.013 2,81
2026-05-13 13F Callan Family Office, LLC 672 -2,18 294 -12,54
2026-04-29 13F Skopos Labs, Inc. 54.271 83,37 23.705 62,61
2026-05-14 13F Traynor Capital Management, Inc. 2.998 9,94 1.259 -5,34
2026-05-14 13F Twin Focus Capital Partners, Llc 18.373 22,23 8.025 9,44
2026-05-04 13F Mirae Asset Global Investments Co., Ltd. 43.000 -17,31 3.130 -87,66
2026-04-29 13F Weitzel Financial Services, Inc. 976 0,83 429 -8,72
2026-02-12 13F CIBC Private Wealth Group, LLC 41.799 4,02 20.392 5,81
2026-05-12 13F Alerus Financial Na 129 0,00 56 -9,68
2026-04-21 13F Colony Family Offices, LLC 802 0,00 350 -10,49
2026-05-15 13F Walsh & Associates, LLC 407 0,00 178 -10,61
2026-05-11 13F Ciovacco Capital Management LLC 11.912 -0,77 5.203 -11,17
2026-05-15 13F Nikulski Financial, Inc. 598 0,00 261 -10,31
2026-05-12 13F Warwick Investment Management, Inc. 72.804 54,23 31.800 38,09
2026-04-24 13F Cane Capital Partners, LLC 4.499 96,72 1.965 76,23
2026-05-08 13F Stonebridge Financial Planning Group, LLC 8.325 3,04 3.636 -7,74
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