IJH / iShares Trust - iShares Core S&P Mid-Cap ETF - Institutionelles Eigentümerschaft, Käufer

iShares Trust - iShares Core S&P Mid-Cap ETF
US ˙ ARCA ˙ US4642875078

Institutionelles- und Fonds-Eigentümerschaft - Käufer

Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares Core S&P Mid-Cap ETF eröffnet haben, gehören Tiaa-cref Individual & Institutional Services, Llc, Planning Project LLC, Evergreen Wealth Solutions, LLC, Aznar Financial Advisors, LLC, Clear Wave Wealth Management Llc, Vanguard National Trust Co, Wealth Care LLC, Madrid Financial Services, Surience Private Wealth Llc, Jeter Robert S II, Financial Solutions Advisory Group, Inc., Madson Wealth Advisors Inc, Capital Advisor Network LLC, Coral Wealth Management, LLC, Canandaigua National Corp, TRB Wealth Management, LLC, Cerity Partners Retirement Plan Advisors LLC, Gerald Baker Financial Group LLC, Jackson Square Capital, Llc, und OFS Enterprise LLC .

Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.

Upgradezum Freischalten von Premium-Daten.

Datei Datum Quelle Anleger Typ Durchschnittlicher Preis
(Est)		 Aktien Δ Aktien
(%)		 Gemeldeter
Wert
($1000)		 Δ Wert
(%)		 Port Alloc
(%)
2026-04-21 13F Topsail Wealth Management, LLC 3.728 0,05 252 2,45
2026-04-16 13F Sky Investment Group LLC 4.266 1,26
2026-05-12 13F Rhumbline Advisers 324.768 77,39 21.932 81,50
2026-05-13 13F/A Quadrant Capital Group Llc 731.130 1,17 49.373 3,52
2026-05-15 13F Variant Private Wealth, LLC 53.290 0,06 3.599 2,36
2026-04-21 13F Huntleigh Advisors, Inc. 28.106 3,10 1.898 5,50
2026-04-13 13F Ironwood Wealth Management, Inc. 280 20
2026-05-14 13F Strategic Financial Planning, Inc. 3.580 7,25 233 5,91
2026-04-30 13F Mascoma Wealth Management LLC 138.259 2,62 9.337 4,99
2026-05-12 13F Smith Chas P & Associates Pa Cpas 5.929 400
2026-05-01 13F Diversify Wealth Management, Llc 556.941 1.224,25 39.860 1.266,47
2026-04-07 13F Howard Financial Services, Ltd. 12.697 41,49 857 44,76
2026-05-11 13F Arrow Financial Corp 924.486 11,34 62.430 13,92
2026-05-14 13F Sandhill Capital Partners LLC 15.946 93,64 1.077 98,16
2026-05-13 13F Visionary Wealth Advisors 4.179 8,38 282 11,02
2026-04-20 13F Jfs Wealth Advisors, Llc 713.381 0,39 48.175 2,72
2026-04-27 13F Strathmore Capital Advisors, Inc. 23.023 169,31 1.676 196,99
2026-04-08 13F Wealth Science Advisors LLC 625 41
2026-04-22 13F CrossGen Wealth, LLC 25.772 0,58 1.740 2,90
2026-05-12 13F Focused Alpha, Llc 5.131 0,59 346 2,98
2026-06-03 13F Stillwater Private Wealth, LLC 4.725 0
2026-05-01 13F Hills Bank & Trust Co 27.578 2,78 1.862 5,20
2026-05-14 13F Level Four Advisory Services, Llc 179.108 8,82 12.093 11,31
2026-04-15 13F Tribridge Partners Financial LLC 12.159 1,49 829 4,94
2026-05-04 13F Bleakley Financial Group, LLC 2.560.144 38,32 172.887 41,53
2026-04-08 13F Mma Asset Management Llc 19.241 2,13 1.299 4,51
2026-04-17 13F Nottingham Advisors, Inc. 295.619 13,81 19.963 16,46
2026-01-06 13F Ransom Advisory, Ltd 2.485 164
2026-04-27 13F JB Capital LLC 8.831 12,87 596 15,50
2026-05-13 13F Inlet Private Wealth, LLC 3.940 1,55 266 3,91
2026-05-07 13F Jefferies Financial Group Inc. 36.268 236,25 2.449 244,44
2026-05-13 13F Invictus Private Wealth, Llc 20.458 0,07 1.382 2,37
2026-04-22 13F Fort Washington Investment Advisors Inc /oh/ 618.364 61,27 41.758 65,01
2026-05-15 13F Sanibel Captiva Trust Company, Inc. 147.801 50,60 9.981 54,10
2026-05-15 13F Toroso Investments, LLC 3.084 208
2026-02-12 13F Planning Project LLC 509.321 33.615
2026-04-21 13F Financial Planning Navigators CORP 13.703 18,28 925 21,07
2026-05-08 13F Summit Wealth & Retirement Planning, Inc. 3.971 0,40 268 2,68
2026-04-08 13F Thompson Investment Management, Inc. 19.178 7,37 1.295 9,93
2026-05-05 13F Smith, Moore & Co. 258.250 1,03 17.440 3,37
2026-05-15 13F Beacon Pointe Advisors, LLC 1.438.214 183,59 97.123 190,17
2026-03-02 13F Reflection Asset Management 1.699 115
2026-02-05 13F Tucker Asset Management Llc 1.022 9,66 67 11,67
2026-05-12 13F Bnp Paribas Arbitrage, Sa 2.161.045 741,66 145.935 761,18
2026-04-13 13F Bank of New Hampshire 49.387 1,82 3.335 4,19
2026-05-05 13F BCGM Wealth Management, LLC 4.850 5,16 328 7,57
2026-04-21 13F Grey Fox Wealth Advisors, LLC 69.223 12,21 4.675 14,81
2026-05-01 13F Arq Wealth Advisors, Llc 21.533 1.454
2026-04-22 13F TBH Global Asset Management, LLC 24.528 1.656
2026-04-15 13F Client 1st Advisory Group, Llc 7.782 55,42 526 59,09
2026-05-15 13F LTG Capital LLC 352.979 1,33 23.837 3,68
2026-05-06 13F Cornerstone Planning Group LLC 2.914 31,50 213 39,22
2026-05-07 13F Scarborough Advisors, LLC 111.290 7.515
2026-05-07 13F Action Point Financial Planning, Llc 12.833 867
2026-04-21 13F Sherrill & Hutchins Financial Advisory, Inc 3.030 205
2026-04-22 13F Truefg, Llc 830.771 0,07 56.102 2,39
2026-04-22 13F Red Door Wealth Management, LLC 8.718 0,03 589 2,26
2026-04-20 13F Friedenthal Financial 96.109 1,17 6.490 3,51
2026-04-07 13F Central Bank & Trust Co 70.183 7,75 4.739 10,26
2026-04-29 13F Geneva Partners, LLC 4.765 2,94 322 5,25
2026-05-15 13F PACK Private Wealth, LLC 321.418 0,62 21.705 2,96
2026-05-11 13F Citigroup Inc 276.864 1,83 18.697 4,19
2026-04-16 13F Tortuga Wealth Management, Inc 3.623 239
2026-05-01 13F Slagle Financial, LLC 90.670 5,19 6.123 7,61
2026-05-14 13F Raymond James Financial Inc 36.437.011 1,71 2.460.591 4,07
2026-04-22 13F Carroll Advisory Group, LLC 212.336 16,98 14.339 19,69
2026-05-12 13F Stifel Financial Corp 2.520.964 1,69 170.241 4,05
2026-05-01 13F Castle Wealth Management Llc 83.594 3,30 5.645 5,69
2026-05-15 13F Starboard Value LP 5.830.656 11,05 393.744 13,62
2026-02-12 13F FineMark National Bank & Trust 534.122 8,20 35.252 9,42
2026-04-16 13F Sterling Investment Counsel, LLC 198.909 3,21 13.432 5,61
2026-05-08 13F Marco Investment Management Llc 26.955 20,52 1.820 23,31
2026-04-09 13F Leverty Financial Group, LLC 496.459 1,83 33.526 4,19
2026-05-18 13F Hamilton Wealth, LLC 6.370 430
2026-04-13 13F St Germain D J Co Inc 6.155 40,27 416 43,60
2026-04-08 13F Dynamic Advisor Solutions LLC 187.670 1,48 12.673 3,83
2026-05-07 13F Oak Barrel Wealth Advisory LLC 7.778 513
2026-04-29 13F Kaydan Wealth Management, Inc. 95.438 4,34 6.445 6,76
2026-05-14 13F Coastal Bridge Advisors, LLC 40.483 5,49 2.734 7,94
2026-04-28 13F Fortitude Advisory Group L.L.C. 9.031 42,33 610 45,69
2026-04-28 13F Tempus Wealth Planning, LLC 21.504 21,51 1.452 24,42
2026-05-15 13F Huntington National Bank 47.994 315.409 5,65
2026-01-29 13F Vanguard Group Inc 164.394 0,74 10.850 1,89
2026-05-15 13F Clearview Wealth Management LLC 11.670 788
2026-05-15 13F CI Private Wealth, LLC 4.920.135 1,04 329.238 2,39
2026-04-28 13F Winthrop Capital Management, LLC 12.955 0,02 1
2026-05-15 13F Madrid Financial Services 102.126 6.897
2026-05-11 13F TD Capital Management LLC 5.070 2,16 342 4,59
2026-04-10 13F/A WLTH Capital Management, LLC 86.823 3,47 5.863 -1,91
2026-05-01 13F Jmac Enterprises Llc 146.602 2,95 9.900 5,34
2026-05-05 13F Opinicus Capital, Inc. 37.775 1,46 2.551 3,79
2026-05-12 13F Resurgent Financial Advisors LLC 4.759 1,60 321 3,88
2026-05-11 13F Integrity Advisory Solutions, LLC 8.299 77,52 560 81,82
2026-04-29 13F Montz Harcus Wealth Management LLC 6.829 0,18 461 2,67
2026-05-14 13F Tempo Wealth, LLC 126.266 14,06 8.527 16,70
2026-04-30 13F First Horizon Corp 482.242 6,45 32.566 8,92
2026-04-21 13F Grimes & Company, Inc. 179.631 0,43 12.130 2,75
2026-04-08 13F Panoramic Capital Partners, LLC 210.555 4,71 14.219 7,14
2026-05-06 13F Gerber Kawasaki Wealth & Investment Management 11.448 13,07 773 15,72
2026-05-07 13F VisionPoint Advisory Group, LLC 18.161 2,56 1.226 4,97
2026-04-27 13F Koshinski Asset Management, Inc. 45.187 7,17 3.051 9,67
2026-05-14 13F Missouri Trust & Investment Co 44.655 2,33 3.016 4,69
2026-04-23 13F 3Chopt Investment Partners, LLC 2.595 48,71 175 52,17
2026-04-29 13F Cary Street Partners Financial Llc 94.695 1,29 6.395 3,63
2026-04-15 13F Bright Futures Wealth Management, LLC. 19.124 0,73 1.291 3,03
2026-04-24 13F Wagner Wealth Management, Llc 124 129,63 8 166,67
2026-05-15 13F Jones Financial Companies Lllp 8.269.770 21,13 548.760 21,77
2026-04-13 13F Mlp3, Llc 38.266 1,96 2.584 4,32
2026-05-08 13F Private Advisory Group LLC 227.564 24,42 15.367 27,31
2026-05-14 13F SPWM Advisors LLC 3.724 0,24 273 11,43
2026-05-08 13F Highview Capital Management LLC/DE/ 224.018 7,85 15.128 10,34
2026-05-12 13F Coyle Financial Counsel LLC 333.196 6,19 22.501 8,65
2026-04-15 13F Radnor Capital Management, LLC 7.869 0,19 531 2,51
2026-04-21 13F Foster & Motley Inc 6.587 2,25 0
2026-04-29 13F WPG Advisers, LLC 221 37,27 15 40,00
2026-04-06 13F CX Institutional 167.141 1,82 11 10,00
2026-05-12 13F Ally Invest Advisors Inc. 1.460.194 2,99 98.607 5,38
2026-04-20 13F Inscription Capital, LLC 3.255 0,22 220 2,34
2026-05-11 13F Timmons Wealth Management, LLC 565 0,36 38 2,70
2026-04-24 13F Pw Advisors, Llc \ Fl 94.657 13,44 6.392 16,07
2026-05-13 13F South Plains Financial, Inc. 96.605 2,59 6.523 4,96
2026-05-15 13F Ameriflex Group, Inc. 14.110 22,68 953 25,43
2026-04-17 13F Monticello Wealth Management, Llc 15.545 0,06 1.050 2,34
2026-05-14 13F Hilltop Holdings Inc. 86.236 2,97 5.824 5,36
2026-05-13 13F Capital Group Private Client Services, Inc. 60.028 3,16 4.054 5,55
2026-05-08 13F Burling Wealth Partners, Llc 26.993 23,91 1.823 26,79
2026-05-18 13F Claris Financial LLC 6.560 0,09 443 2,31
2026-04-27 13F Moneywise, Inc. 21.096 0,05 1.425 2,37
2026-04-29 13F Mine & Arao Wealth Creation & Management, LLC. 26.039 0,17 1.758 2,51
2026-04-20 13F CWA Asset Management Group, LLC 30.630 8,41 2.068 10,94
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 1.798 7,99 121 11,01
2026-05-05 13F Quartz Partners, LLC 9.746 6,15 658 8,76
2026-05-14 13F Baird Financial Group, Inc. 3.539.416 2,12 239.017 4,49
2026-05-12 13F Omega Financial Group, LLC 200.511 2,78 13.541 5,17
2026-05-14 13F Campion Asset Management LLC 233.105 4,97 15.742 7,40
2026-05-01 13F Hantz Financial Services, Inc. 7.265 16,39 0
2026-04-16 13F Capital Advisors, Ltd. LLC 40.778 4,86 3 0,00
2026-04-30 13F Sequoia Financial Advisors, LLC 604.672 4,20 40.833 6,62
2026-05-02 13F Auxano Advisors, LLC 6.352 3,39 429 5,68
2026-04-08 13F Exchange Bank 32.930 1,90 2.224 4,27
2026-05-07 13F Northwestern Mutual Wealth Management Co 128.823.592 3,23 8.699.457 5,62
2026-05-12 13F ForthRight Wealth Management, LLC 50.892 0,17 3.437 2,48
2026-05-11 13F Strengthening Families & Communities, LLC 1.587 107
2026-05-07 13F Koss-Olinger Consulting, LLC 10.208 11,31 689 13,88
2026-04-20 13F Hilton Head Capital Partners, LLC 135 82,43 9 125,00
2026-04-28 13F Clay Northam Wealth Management, LLC 57.005 10,36 3.850 12,91
2026-04-17 13F IFC & Insurance Marketing, Inc. 3.051 0,16 206
2026-05-08 13F Macroview Investment Management Llc 75.613 0,76 5.106 3,09
2026-05-11 13F Wells Fargo & Company/mn 53.508.393 2,17 3.613.422 4,54
2026-05-14 13F Dana Investment Advisors, Inc. 21.903 2,10 1.479 4,52
2026-05-13 13F Invst, LLC 26.325 60,06 1.778 63,78
2026-05-14 13F Klingman & Associates, LLC 1.556.145 2,87 105.086 5,25
2026-04-21 13F Valley Forge Investment Consultants Inc Adv 340.416 0,12 22.988 2,45
2026-05-11 13F Investments & Financial Planning, LLC 406.262 0,36 27.435 2,69
2026-04-30 13F Accredited Investors Inc. 1.413.879 0,11 95.479 2,43
2026-05-13 13F Buckingham Strategic Partners 115.064 12,27 7.770 14,86
2026-05-15 13F Fortress Financial Group, Llc 22.177 3,84 1.498 6,25
2026-04-20 13F Focused Wealth Management, Inc 3.372 0,21 228 2,25
2026-05-07 13F Facet Wealth, Inc. 10.165 42,55 686 38,59
2026-04-08 13F BOS Asset Management, LLC 6.939 0,58 469 2,86
2026-05-11 13F Smith Partners Wealth Management, LLC 17.349 6,01 1.172 8,43
2026-04-27 13F HB Wealth Management, LLC 193.452 7,85 13.064 10,35
2026-05-14 13F Diversified Enterprises, LLC 16.093 69,78 1.087 73,76
2026-05-07 13F EPG Wealth Management LLC 110.854 0,80 7.486 3,13
2026-05-04 13F Gleason Group, Inc. 3.428 0,23 231 2,67
2026-05-14 13F Bridgewater Advisors Inc. 6.799 0,82 497 4,85
2026-05-14 13F PlanVest Financial, Inc 2.074 140
2026-05-14 13F Horizon Investments, LLC 122.542 103,47 8.275 108,23
2026-04-08 13F West Financial Advisors, LLC 373.150 2,87 25.199 5,25
2026-05-13 13F Boston Family Office Llc 55.834 1,86 4 0,00
2026-05-13 13F Clearbridge Investments, LLC 16.231 37,90 1.096 41,24
2026-05-12 13F Anchor Capital Advisors Llc 6.794 459
2026-04-29 13F WealthPlan Investment Management, LLC 11.405 150,60 770 156,67
2026-04-22 13F Eqis Capital Management, Inc. 5.854 21,70 395 24,61
2026-05-01 13F Droms Strauss Advisors Inc /mo/ /adv 14.215 0,02 960 2,24
2026-05-05 13F Napier Financial, LLC 1.643 111
2026-04-17 13F Ambassador Advisors, LLC 5.966 2,90 403 5,24
2026-05-01 13F Signature Resources Capital Management, LLC 977 244,01 66 261,11
2026-04-23 13F Balanced Wealth Group Llc 59.980 9,35 4.050 12,75
2026-02-13 13F Colony Group, LLC 2.416.210 20,59 159.467 21,95
2026-04-22 13F Tepp RIA, LLC 25.162 14,85 1.699 17,58
2026-04-22 13F J. L. Bainbridge & Co., Inc. 6.134 1,00 414 3,50
2026-05-15 13F Advisor Group Holdings, Inc. 3.119.270 9,03 210.616 11,52
2026-05-13 13F Roger Wittlin Investment Advisory, LLC 17.183 0,23 1.160 2,56
2026-05-12 13F Bellwether Advisors, LLC 96.803 3,78 6.537 6,19
2026-05-11 13F 1015 Capital Partners, LLC 113.115 0,97 7.639 3,30
2026-05-14 13F Baltimore-Washington Financial Advisors, Inc. 5.281 67,81 357 71,98
2026-05-15 13F Pitti Group Wealth Management, LLC 44.141 5,97 2.981 8,40
2026-04-15 13F Activest Wealth Management 490 33
2026-04-22 13F Arcataur Capital Management LLC 461.621 8,05 31.173 10,55
2026-01-23 13F Bowman & Co S.C. 53.768 0,63 3.548 1,75
2026-04-29 13F Landmark Wealth Management, LLC 115.630 23,76 7.808 26,63
2026-04-16 13F Strategic Advisory Partners, Llc 515 35
2026-05-04 13F Blake Schutter Theil Wealth Advisors, LLC 76.062 7,54 5.136 10,03
2026-04-21 13F Decker Retirement Planning Inc. 360 24
2026-05-11 13F Fourth Dimension Wealth, LLC 40.540 12,33 2.738 14,95
2026-05-11 13F Meridian Wealth Advisors, LLC 42.475 71,88 2.868 75,84
2026-05-12 13F Clark Wealth Partners 12 1
2026-04-15 13F Murphy, Middleton, Hinkle & Parker, Inc. 25.926 1.751
2026-05-12 13F Tufton Capital Management 18.252 5,00 1 0,00
2026-05-06 13F Main Street Group, LTD 6.456 5,91 436 8,21
2026-04-15 13F Merit Financial Group, LLC 126.846 6,62 8.566 9,08
2026-04-16 13F Forbes J M & Co Llp 219.143 1,06 14.799 3,40
2026-04-29 13F Staley Capital Advisers Inc 7.120 7,55 481 10,09
2026-02-17 13F Glenmede Trust Co Na 329.727 3,51 21.762 17,08
2026-05-14 13F North Dallas Bank & Trust Co 59.861 15,22 4.042 17,91
2026-05-14 13F Galvin, Gaustad & Stein, LLC 251.179 1,08 16.962 3,43
2026-04-29 13F Alliance Wealth Management Group 113.099 5,34 7.641 7,79
2026-05-06 13F Private Wealth Asset Management, LLC 844.216 0,12 57.010 2,44
2026-05-09 13F MSH Capital Advisors LLC 83.083 4,01 5.611 6,41
2026-05-13 13F Ubs Asset Management Americas Inc 273.694 253,32 18.483 261,54
2026-04-28 13F Walkner Condon Financial Advisors LLC 311.729 8,53 21.049 11,05
2026-04-24 13F Capital Asset Advisory Services LLC 894.526 2,56 65.622 9,42
2026-04-21 13F Fingerlakes Wealth Management, Inc. 5.313 0,15 359 2,29
2026-05-15 13F Susquehanna International Group, Llp Put 21.800 16,58 1.472 19,29
2026-04-21 13F Trilogy Capital Inc. 655.677 1,45 44.278 3,80
2026-05-15 13F Susquehanna International Group, Llp 75.555 5.102
2026-04-21 13F Trueblood Wealth Management, LLC 19.481 11,28 1.316 13,85
2026-05-01 13F Brightwater Advisory LLC 44.782 6,34 3.024 8,82
2026-05-15 13F Equitable Holdings, Inc. 1.385.190 3,01 30.040 -66,15
2026-04-08 13F Miracle Mile Advisors, LLC 488.068 147,93 32.959 153,69
2026-05-15 13F Brown Advisory Inc 394.671 15,40 26.652 18,08
2026-05-06 13F/A Gerald Baker Financial Group LLC 33.899 2.289
2026-05-15 13F Trask Adam Roland 980 66
2026-05-11 13F RiverFront Investment Group, LLC 121.700 20,18 8.218 22,97
2026-04-24 13F Randolph Co Inc 426.151 0,09 28.778 2,41
2026-04-28 13F Goldstein Advisors, LLC 97.127 0,60 6.559 2,92
2026-04-29 13F SilverOak Wealth Management LLC 24.274 0,33 1.639 2,69
2026-05-06 13F World Equity Group, Inc. 6.049 1,78 409 4,08
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 1.424.309 24,23 96 28,00
2026-04-17 13F Essex Savings Bank 21.222 3,57 1.433 5,92
2026-05-04 13F Retirement Planning Group 19.849 26,57 1.340 29,47
2026-04-23 13F Farmers & Merchants Investments Inc 1.885.265 2,90 127.312 5,29
2026-05-15 13F MAI Capital Management 5.482.046 0,97 370.203 3,31
2026-04-15 13F Silverlake Wealth Management Llc 3.179 0,13 215 2,39
2026-04-20 13F Balance Wealth, LLC 4.071 2,06 275 4,18
2026-05-15 13F Wellspring Financial Advisors, LLC 1.284.833 0,73 4.034 20,06
2026-04-27 13F Exencial Wealth Advisors, Llc 114.703 2,97 7.746 5,36
2026-05-13 13F/A MWA Asset Management 21.750 0,42 1.469 2,73
2026-04-27 13F Sound Income Strategies, LLC 10.027 12,97 683 9,82
2026-05-14 13F SlateStone Wealth, LLC 143.825 4,69 10 0,00
2026-04-10 13F Finward Bancorp 28.511 0,19 1.925 2,50
2026-05-15 13F Common Fund For Nonprofit Organizations 154.952 0,23 10.464 2,56
2026-05-15 13F Matrix Private Capital Group Llc 184.206 7,07 12.439 9,56
2026-05-15 13F Nepc Llc 75.615 0,18 5.106 2,51
2026-05-04 13F Redwood Park Advisors LLC 1.597 12,78 108 15,05
2026-05-11 13F Portland Global Advisors LLC 775.486 2,93 52.369 5,32
2026-04-16 13F jvl associates llc 307.633 3,14 20.774 5,53
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 25.745 15,70 1.739 18,39
2026-04-17 13F Verde Capital Management 494.590 0,69 33.400 3,02
2026-04-07 13F Heartwood Wealth Advisors LLC 5.804 42,60 392 45,90
2026-05-01 13F Summit Financial Strategies, Inc. 972.216 15,17 65.654 17,84
2026-05-13 13F Heritage Trust Co 12.026 30,32 812 33,33
2026-04-13 13F Clayton Financial Group LLC 4.093 0,05 276 2,22
2026-04-23 13F Private Wealth Management Group, LLC 15.135 3,42 1.022 5,91
2026-04-24 13F Mitchell Mcleod Pugh & Williams Inc 9.067 18,26 612 11,48
2026-05-13 13F O'shaughnessy Asset Management, Llc 187.686 17,30 12.674 20,02
2026-05-06 13F Proffitt & Goodson Inc 198.723 3,43 13.420 5,83
2026-05-11 13F PCA Investment Advisory Services Inc. 182.907 9,55 12.381 12,06
2026-04-13 13F Pettinga Financial Advisors, LLC 113.003 1,21 7.631 3,57
2026-05-01 13F Triton Wealth Management, PLLC 3.046 0,03 208 -0,48
2026-05-13 13F Cambridge Associates Llc /ma/ /adv 26.049 1.759
2026-04-06 13F Hiley Hunt Wealth Management 155.885 2,57 10.527 4,93
2026-04-21 13F Madson Wealth Advisors Inc 57.224 3.864
2026-05-01 13F Holistic Planning, LLC 12.846 0,18 867 2,48
2026-04-14 13F Legacy Trust 115.330 4,53 7.788 6,96
2026-05-06 13F HighMark Wealth Management LLC 60.699 4,53 4.087 6,63
2026-04-07 13F InvesTrust 87.855 0,06 5.933 2,38
2026-06-01 13F Financial Solutions Advisory Group, Inc. 62.496 4.220
2026-05-11 13F Wealth Dimensions Group, Ltd. 13.788 0,78 931 3,22
2026-05-13 13F New England Professional Planning Group Inc. 670.269 2,05 45.263 4,42
2026-04-14 13F Nova Wealth Management, Inc. 1.278 421,63 86 437,50
2026-04-29 13F Orin Green Financial, LLC 337.076 0,63 22.763 2,97
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 67.366 104,27 4.549 109,05
2026-04-17 13F Forefront Wealth Partners, LLC 43.789 13,98 2.957 16,65
2026-04-20 13F Breakwater Capital Group 67.196 2,60 4.538 4,97
2026-04-16 13F Triad Wealth Partners, LLC 16.199 2,61 1.094 5,00
2026-05-05 13F Legacy Advisors, LLC 21.044 1,49 1.421 3,87
2026-04-20 13F Kestra Private Wealth Services, Llc 408.472 7,13 27.584 9,62
2026-05-13 13F Kingdom Financial Group LLC. 1.096 30,63 74 34,55
2026-05-20 13F/A Arete Wealth Advisors, LLC 24.783 8,24 1.672 167.100,00
2026-05-08 13F Compass Financial Group, Inc. (Ohio) 87.441 3,87 5.905 6,26
2026-05-14 13F TRB Wealth Management, LLC 47.405 3.201
2026-04-09 13F Goelzer Investment Management, Inc. 1.152.695 2,76 77.841 5,14
2026-05-08 13F NewSquare Capital LLC 495.469 1,21 33.459 3,56
2026-04-28 13F ORG Wealth Partners, LLC 16.849 4,39 1.138 6,76
2026-05-01 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 152.600 61,12 10.305 64,88
2026-05-12 13F/A Ogorek Anthony Joseph /ny/ /adv 1.055 0,19 0
2026-05-04 13F Nadler Financial Group, Inc. 686.849 3,47 46.383 5,87
2026-05-13 13F Mariner, LLC 16.112.547 7,11 1.088.071 9,59
2026-05-11 13F High Note Wealth, LLC 16.262 0,79 1.098 3,20
2026-04-21 13F Gutierrez Wealth Advisory, LLC 3.370 0,24 228 2,71
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 88.925 5,33 6.005 7,77
2026-05-07 13F Bearing Point Capital, Llc 24.800 13,74 1.675 16,33
2026-04-07 13F Pathway Financial Advisors LLC 3.217 0,03 219 -0,90
2026-05-07 13F Centerpoint Advisors, LLC 328.185 11,34 22 15,79
2026-05-15 13F First Manhattan Co 23.841 1,77 1.610 4,08
2026-01-28 13F Quent Long Short Global Small Cap Fund, LP 3.210 212
2026-04-14 13F XY Planning Network, Inc. 23.094 34,03 1.573 38,26
2026-04-30 13F Beacon Financial Group 3.078 1,38 208 3,50
2026-04-14 13F Lee-Kelleher Wealth Management 165.659 4,07 11.187 6,47
2026-05-15 13F Summit Financial, LLC 436.907 0,96 29.504 3,30
2026-05-07 13F Avidian Wealth Solutions, LLC 1.460.891 36,61 98.654 39,77
2026-05-11 13F Fountainhead AM, LLC 7.645 9,67 516 12,17
2026-04-21 13F Cambient Family Office, Llc 23.914 0,29 1.615 2,61
2026-05-14 13F Integrity Wealth Advisors, Inc. 21.277 67,42 1.437 71,36
2026-05-15 13F Cerity Partners Retirement Plan Advisors LLC 40.542 2.659
2026-04-14 13F Well Done, LLC 359.539 2,85 24.280 5,24
2026-05-13 13F Green Harvest Asset Management LLC 10.391 1,37 702 3,70
2026-05-15 13F Core Wealth Advisors, Inc. 273.350 1,56 18.459 3,92
2026-04-23 13F Bigelow Investment Advisors, LLC 104.018 3,54 7.024 5,94
2026-05-14 13F Phillips Wealth Planners LLC 6.222 3,46 459 8,51
2026-04-28 13F Stratos Wealth Advisors, LLC 57.885 4,83 3.909 7,27
2026-05-11 13F POM Investment Strategies, LLC 1.437 350,47 97 361,90
2026-04-30 13F Nisa Investment Advisors, Llc 1.321.094 0,23 89.213 2,56
2026-05-04 13F Westside Investment Management, Inc. 1.361 6,25 92 8,33
2026-04-30 13F Elevated Capital Advisors, LLC 3.696 0,22 250 2,47
2026-04-23 13F 626 Financial, LLC 21.593 7,70 1.458 10,20
2026-05-06 13F Fidelis Capital Partners, LLC 289.760 19,21 19.568 21,98
2026-05-08 13F Dale Q Rice Investment Management Ltd 31.002 2,77 2.094 5,12
2026-04-13 13F Mkd Wealth Coaches, Llc 248.765 8,25 16.799 10,77
2026-05-05 13F 4J Wealth Management LLC 4.340 2,38 293 5,02
2026-05-13 13F Edgemoor Investment Advisors, Inc. 17.382 3,90 1.174 6,25
2026-05-05 13F Evergreen Advisors, LLC 27 2
2026-04-10 13F Voisard Asset Management Group, Inc. 3.412 230
2026-04-20 13F Schwab Charitable Fund 21.407 4,94 1.446 7,36
2026-04-29 13F Montag A & Associates Inc 385.979 22,36 26.065 25,20
2026-05-15 13F Excelsior Advisor Network LLC 7.864 3,26 531 5,78
2026-05-08 13F Birchcreek Wealth Management, LLC 72.797 2,67 4.916 5,04
2026-05-15 13F PFG Private Wealth Management, LLC 73.759 2,06 4.981 4,40
2026-04-28 13F TritonPoint Partners, LLC 21.276 1.437
2026-04-16 13F Security National Bank 12.393 1,40 837 3,72
2026-04-15 13F Single Point Partners, LLC 715.156 0,72 48.294 3,06
2026-05-15 13F Richwood Investment Advisors, LLC 135.546 0,97 9.153 -4,94
2026-04-17 13F 55 North Private Wealth, LLC 3.275 0,06 221 2,31
2026-04-16 13F EdgeRock Capital LLC 4.304 19,76 291 22,36
2026-04-22 13F Finley Financial, LLC 195.962 1,79 13.233 4,15
2026-05-11 13F Pathstone Holdings, LLC 7.085.087 1,12 478.456 3,46
2026-04-27 13F Trademark Financial Management, LLC 4.482 2,07 303 4,50
2026-04-27 13F Platform Technology Partners 7.578 6,19 512 8,72
2026-04-13 13F Rydar Equities, Inc. 5.718 0,18 386 2,66
2026-04-17 13F Defined Wealth Management, Llc 6.718 0,48 454 2,72
2026-05-06 13F IMA Wealth, Inc. 11.467 0,01 774 104,76
2026-05-15 13F Westwood Holdings Group Inc 517.476 3,51 34.945 5,91
2026-05-14 13F Van Hulzen Asset Management, LLC 3.685 249
2026-05-07 13F Summit Global Investments 7.777 1
2026-04-21 13F Altus Wealth Management, LLC 452.944 26,39 30.587 29,32
2026-04-13 13F Compass Ion Advisors, LLC 17.262 0,01 1.166 2,28
2026-04-08 13F Sfm, Llc 31.500 4,24 2.127 6,67
2026-05-15 13F Resources Management Corp /ct/ /adv 2.531 22,15 0
2026-04-27 13F Serenus Wealth Advisors, LLC 384.879 7,24 25.976 9,66
2026-05-06 13F Bessemer Group Inc 1.671.479 2,18 113 4,67
2026-05-11 13F Great Valley Advisor Group, Inc. 184.733 61,35 12.475 65,09
2026-04-17 13F Presilium Private Wealth, Llc 5.661 1,82 382 4,37
2026-04-29 13F Cvfg Llc 12.167 26,03 822 28,89
2026-05-15 13F Pointe Capital Management LLC 22.947 2,12 1.550 4,45
2026-04-24 13F Private Advisor Group, LLC 972.309 2,43 65.660 4,81
2026-05-15 13F Cypress Capital Group 20.676 20,55 1.396 23,43
2026-05-11 13F National Wealth Management Group, LLC 81.344 60,26 5.493 63,97
2026-05-05 13F Black Diamond Financial, LLC 7.404 29,89 500 32,71
2026-05-07 13F AlTi Global, Inc. 1.621.396 1,29 109.493 3,64
2026-04-17 13F HHM Wealth Advisors, LLC 15.595 47,54 1.053 51,08
2026-04-27 13F USAdvisors Wealth Management, LLC 67.588 1,05 4 0,00
2026-05-04 13F N.E.W. Advisory Services LLC 4.019 27,83 271 30,92
2026-04-10 13F Financial Advisory Corp 2.965 200
2026-04-20 13F Cardinal Point Capital Management, ULC 16.610 314,21 1.122 324,62
2026-05-06 13F Catalyst Capital Advisors LLC 8.281.613 6,28 559.257 8,74
2026-04-20 13F Trust Co Of Oklahoma 72.787 0,78 4.915 3,13
2026-05-13 13F Gibbs Wealth Management 10.995 140,49 742 135,56
2026-05-13 13F Bank Of Montreal /can/ 6.683.607 1,34 451.344 3,69
2026-05-06 13F Intentional Wealth Strategies, LLC 10.685 722
2026-05-04 13F Texas Yale Capital Corp. 19.683 18,39 1.329 21,15
2026-04-16 13F Lexington Hill Partners, LLC 4.240 0,24 286 2,51
2026-05-13 13F Transcend Wealth Collective, Llc 79.815 1,78 5.390 4,14
2026-02-13 13F Pine Valley Investments Ltd Liability Co 23.003 0,97 1.518 2,15
2026-05-04 13F Brookwood Investment Group LLC 7.683 4,04 519 6,37
2026-05-06 13F Kiker Wealth Management, LLC 474 32
2026-04-14 13F Cathy Pareto & Associates, Inc 17.917 1,78 1.210 4,13
2026-05-01 13F American Trust 658.800 1,33 44.489 3,68
2026-04-21 13F Instrumental Wealth, Llc 337.754 1,14 22.809 -5,23
2026-04-15 13F DecisionMap Wealth Management, LLC 20.557 414,05 1.388 427,76
2026-05-14 13F Acorns Advisers, LLC 13.833.265 1,33 934 3,66
2026-04-20 13F Ronald Blue Trust, Inc. 11.338 0,91 766 3,24
2026-05-01 13F First Business Financial Services, Inc. 707.534 1,54 47.780 3,90
2026-05-07 13F Planning Alternatives Ltd /adv 1.299.753 2,09 87.772 4,46
2026-05-04 13F Principal Financial Group Inc 1.164.240 213,10 78.621 220,37
2026-04-24 13F Courage Miller Partners, LLC 13.772 0,61 930 2,99
2026-04-21 13F OneAscent Financial Services LLC 15.345 47,96 1.036 51,46
2026-05-14 13F Lebenthal Global Advisors, LLC 146.013 3,41 9.860 5,82
2026-05-08 13F Integrated Wealthcare, Llc 99.325 4,43 6.707 6,85
2026-05-07 13F True North Advisors, LLC 4.306 1,44 291 3,57
2026-04-17 13F James J. Burns & Company, LLC 5.077 3,17 343 5,56
2026-05-05 13F UBS Group AG 24.237.029 4,84 1.636.727 7,27
2026-04-27 13F FSM Wealth Advisors, LLC 363.748 6,42 24.564 8,88
2026-05-05 13F Ethos Financial Group, LLC 21.426 35,84 1.422 36,50
2026-04-28 13F Bryant Woods Investment Advisors, LLC 397.428 3,65 26.838 6,05
2026-04-27 13F Turtle Creek Wealth Advisors, LLC 327.582 16,62 22.122 19,31
2026-05-15 13F Weaver Consulting Group 15.934 0,01 1.076 2,38
2026-04-10 13F Pure Financial Advisors, Inc. 540.245 36.483
2026-05-01 13F Ferguson Wellman Capital Management, Inc 74.204 5.011
2026-04-09 13F Cliftonlarsonallen Wealth Advisors, Llc 111.752 2,54 7.547 4,91
2026-04-22 13F Joel Isaacson & Co., LLC 61.954 4,03 4.184 6,44
2026-04-21 13F Falcon Wealth Planning 10.108 0,62 683 2,87
2026-04-09 13F IFG Advisors, LLC 299.128 6,68 20.200 9,15
2026-04-10 13F Baker Tilly Financial, Llc 124.755 20,38 8.425 23,18
2026-04-24 13F Alaska Permanent Capital Management 2.368.505 6,67 159.847 9,07
2026-05-14 13F Fort Point Capital Partners LLC 32.665 10,36 2.206 6,11
2026-05-12 13F Jeter Robert S II 64.977 4.808
2026-04-21 13F Morton Capital Management LLC/CA 8.667 87,80 585 92,43
2026-05-11 13F Municipal Employees' Retirement System of Michigan 5.705.045 24,11 385 27,06
2026-05-04 13F Calamos Wealth Management LLC 28.094 4,75 1.897 7,18
2026-04-22 13F Accretive Wealth Partners, LLC 269.300 2,89 18.186 5,27
2026-05-14 13F Advisory Alpha, LLC 135.973 4,27 9.182 6,69
2026-05-12 13F Moneta Group Investment Advisors Llc 1.725.321 0,15 116.511 2,47
2026-05-07 13F Carson Advisory Inc. 9.408 14,98 635 17,81
2026-05-13 13F Principal Securities, Inc. 163.729 8,18 11.057 10,68
2026-04-08 13F Birchbrook, Inc. 111.192 1,65 7.509 4,00
2026-04-21 13F Trust Co Of Virginia /va 12.483 11,48 843 13,94
2026-05-15 13F Integrated Wealth Concepts LLC 522.303 0,06 35.271 2,38
2026-05-07 13F Legacy Wealth Managment, LLC/ID 8.731 81,74 590 85,80
2026-05-11 13F Commerce Bank 773.121 252,77 52.209 260,95
2026-04-14 13F Beacon Investment Advisory Services, Inc. 14.887 0,19 1.005 2,55
2026-04-28 13F Bogart Wealth, LLC 13.306 0,42 899 2,75
2026-04-22 13F Apollon Financial, LLC 235.200 5,54 15.883 7,99
2026-05-12 13F Centric Wealth Management 4.311 0,05 312 4,36
2026-04-17 13F Matthew Goff Investment Advisor, LLC 3.668 2,54 248 4,66
2026-05-08 13F Perspective Wealth Advisors Llc 127.731 7,19 8.626 9,68
2026-04-28 13F Howe & Rusling Inc 816 1.155,38 55 1.275,00
2026-04-20 13F Boyd Wealth Management, LLC 112.700 3,78 7.611 6,18
2026-05-08 13F Smithfield Trust Co 305.512 5,60 21 5,26
2026-04-27 13F PFG Investments, LLC 20.529 0,69 1.386 3,05
2026-04-17 13F Braeburn Wealth Management LLC 79.579 40,40 5.374 43,66
2026-04-09 13F OFS Enterprise LLC 32.579 2.200
2026-05-08 13F Vanguard National Trust Co 155.049 10.470
2026-05-12 13F Cambiar Investors Llc 62.241 36,03 4.203 39,22
2026-05-08 13F Idaho Trust Bank 174.152 2,90 11.759 5,26
2026-05-14 13F Pennington Partners & Co., Llc 9.232 623
2026-04-21 13F Curat Global, LLC 91.134 22,47 6.154 25,31
2026-05-13 13F PKS Advisory Services, LLC 301.168 0,20 20.353 2,60
2026-04-07 13F O'Keefe Stevens Advisory, Inc. 11.432 772
2026-05-12 13F Kingsview Wealth Management, LLC 161.434 3,06 10.902 5,45
2026-04-20 13F MBM Wealth Consultants, LLC 267 18
2026-04-27 13F Fulton Breakefield Broenniman Llc 893.997 35,81 60.372 38,96
2026-04-08 13F First Heartland Consultants, Inc. 37.388 14,55 2.525 17,18
2026-05-15 13F Cresset Asset Management, LLC 2.162.743 2,48 146.050 4,86
2026-05-12 13F Reyes Financial Architecture, Inc. 2.168 0,60 146 2,82
2026-05-06 13F HWG Holdings LP 18.590 1.255
2026-05-14 13F Milestone Asset Management Group, LLC 3.062 207
2026-04-08 13F Ccg Wealth Management, Llc 14.531 0,66 981 3,05
2026-05-15 13F Ascent Group, LLC 24.576 4,09 1.660 6,48
2026-04-28 13F Harbour Trust & Investment Management Co 327.876 3,48 22.141 5,88
2026-04-17 13F Aspire Growth Partners LLC 3.191 1,66 216 3,86
2026-05-06 13F Advisortrust Partners, Llc 230 16
2026-05-13 13F GW&K Investment Management, LLC 36.887 6,99 2 0,00
2026-04-08 13F Community Financial Services Group, LLC 2.335 159
2026-05-07 13F Johnson Financial Group, Inc. 442.585 2,52 29.888 4,89
2026-04-13 13F Jackson Square Capital, Llc 33.170 2.240
2026-05-13 13F Keystone Financial Group 23.420 2,59 1.588 5,38
2026-04-15 13F Brady Martz Wealth Solutions, LLC 17.036 119,28 1.150 124,61
2026-05-11 13F Exit Wealth Advisors, LLC. 10.555 23,38 713 26,24
2026-05-12 13F One Capital Management, LLC 10.937 0,40 739 2,79
2026-05-14 13F Nicolet Bankshares Inc 43.488 30,21 2.941 33,44
2026-04-10 13F Perfromance Wealth Partners, LLC 7.337 9,41 495 11,99
2026-05-06 13F TopTier Wealth Management, LLC 13.672 162,72 923 169,10
2026-04-17 13F Berman McAleer LLC 14.613 1,04 987 3,35
2026-05-12 13F Dynamic Financial Group 7.961 15,09 538 17,76
2026-02-17 13F Snowden Capital Advisors LLC 127.356 3,34 8.406 4,51
2026-04-13 13F Lee Financial Co 1.399.885 0,32 94.534 2,65
2026-04-13 13F Foster Group, Inc. 3.004 203
2026-04-30 13F Meadow Creek Wealth Advisors Llc 11.758 6,47 794 9,07
2026-04-30 13F Donaldson Capital Management, Llc 128.008 8,64 8.644 11,16
2026-05-22 13F Wellington Grp LLC 10.625 1,53 718 3,91
2026-04-10 13F Great Oak Capital Partners, Llc 4.686 331
2026-05-15 13F Peapack Gladstone Financial Corp 107.102 2,54 7 16,67
2026-05-18 13F Arkadios Wealth Advisors 330.732 17,99 22.334 20,72
2026-05-13 13F First Trust Advisors Lp 8.682 6,14 586 8,72
2026-04-08 13F Sapient Capital Llc 37.216 1,27 2.513 2,53
2026-05-12 13F Ames National Corp 57.816 4,45 3.904 6,87
2026-05-13 13F Xponance, Inc. 8.535 576
2026-04-21 13F Kooman & Associates 14.853 0,18 1.003 2,56
2026-05-12 13F Greenwich Wealth Management LLC 20.575 2,36 1 0,00
2026-04-10 13F BostonPremier Wealth LLC 273.795 1,09 18.489 3,43
2026-05-13 13F Capital Advisor Network LLC 56.872 3.841
2026-04-08 13F Canandaigua National Corp 53.868 3.638
2026-05-05 13F Vectors Research Management, LLC 160.264 26,07 10.823 28,99
2026-05-07 13F First National Trust Co 284.228 1,94 19.194 4,30
2026-04-22 13F Millburn Ridgefield Corp 8.281.613 6,28 559.257 8,74
2026-04-15 13F Steinberganna Wealth Management 6.867 43,48 464 46,98
2026-05-12 13F First American Trust, Fsb 4.409 9,19 298 11,65
2026-04-22 13F Spirepoint Private Client, Llc 36.125 50,16 2.440 53,69
2026-04-13 13F Winthrop Advisory Group LLC 537.011 135,11 36.264 140,56
2026-04-13 13F Kmg Fiduciary Partners, Llc 215.419 5,23 14.547 7,68
2026-05-11 13F Sava Penzisko Drushtvo A.d. Skopje 458.174 20,15 30.940 22,94
2026-04-22 13F Caldwell Trust Co 171.917 7,34 11.610 9,83
2026-06-01 13F Integrated Investment Consultants, LLC 8.474 0,27 572 2,69
2026-05-15 13F Price T Rowe Associates Inc /md/ 30.831 23,74 2 100,00
2026-05-11 13F Daymark Wealth Partners, Llc 35.340 15,71 2.387 18,41
2026-05-15 13F Fairview Capital Investment Management, Llc 11.290 190,23 762 197,66
2026-01-26 13F Liberty Capital Management, Inc. 7.833 517
2026-04-16 13F Sweeney & Michel, Llc 14.094 0,23 1.004 -0,30
2026-04-03 13F Rise Advisors, LLC 3.941 0,23 268 3,47
2026-05-13 13F RiverGlades Family Offices LLC 174.164 2,62 11.761 6,18
2026-05-15 13F EFG International AG 6.852 15,06 463 17,56
2026-04-21 13F PDS Planning, Inc 231.155 1,08 15.610 3,42
2026-05-14 13F Purewater Capital LLC 4.371 295
2026-04-27 13F Denver Wealth Management, Inc. 4.272 0,14 288 2,49
2026-04-27 13F Rochester Wealth Strategies, LLC 169.031 1,54 11.415 3,89
2026-05-11 13F Blueprint Financial Advisors LLC 74.414 12,61 5.025 15,23
2026-05-15 13F Asset Management Group, Inc. 297.985 1,06 20.123 3,40
2026-04-22 13F Tred Avon Family Wealth, Llc 25.003 5,44 1.688 7,86
2026-04-28 13F Berkshire Bank 56.949 82,21 3.846 86,47
2026-05-04 13F Bedel Financial Consulting, Inc. 33.494 2,01 2.262 4,39
2026-05-12 13F Americana Partners, LLC 6.540 86,86 442 90,91
2026-05-12 13F Richardson Capital Management LLC 265.414 0,18 17.923 2,51
2026-05-14 13F Rock Point Advisors, LLC 4.516 11,12 305 13,43
2026-04-20 13F Clune & Associates, Ltd. 41.415 3,00 2.797 5,39
2026-04-29 13F Proactive Wealth Strategies LLC 25.854 99,31 1.746 103,86
2026-04-28 13F Whittier Trust Co 1.821.978 0,09 124.733 -0,35
2026-05-08 13F Moors & Cabot, Inc. 40.775 7,66 2.754 10,16
2026-04-29 13F Schmidt P J Investment Management Inc 33.677 6,20 2.274 8,70
2026-04-13 13F LexAurum Advisors, LLC 24.958 321,16 1.685 336,53
2026-04-29 13F Clearwave Capital, LLC 5.575 0,09 376 2,45
2026-04-15 13F Apex Wealth Management, LLC 29.059 1.962
2026-04-13 13F Gradient Investments LLC 52.074 55,21 3.517 58,81
2026-04-17 13F Aspen Capital Management, LLC 3.280 0,06 222 2,31
2026-05-01 13F Clarity Financial LLC 14.376 0,79 971 3,08
2026-04-22 13F Gemmer Asset Management LLC 13.003 0,69 878 3,05
2026-05-13 13F Sepio Capital, LP 10.842 732
2026-04-08 13F Sandbox Financial Partners, LLC 178.414 8,17 12.048 10,68
2026-05-12 13F Advyzon Investment Management, LLC 54.575 23,55 3.685 26,42
2026-04-10 13F Magnus Financial Group LLC 858.271 5,33 57.959 7,78
2026-04-16 13F Intergy Private Wealth, LLC 11.959 2,03 808 4,40
2026-05-11 13F Tulsa Wealth Advisors, INC 3.536 239
2026-04-21 13F Sunpointe, LLC 36.590 8,21 2.471 10,71
2026-05-14 13F Twin Focus Capital Partners, Llc 101.094 2,71 6.827 5,08
2026-05-01 13F Sawgrass Asset Management Llc 6.838 2,24 462 4,54
2026-05-04 13F AMG National Trust Bank 225.836 25,50 15.251 28,41
2026-05-15 13F Silvercrest Asset Management Group Llc 105.290 0,18 7.110 2,51
2026-05-15 13F Clark Capital Management Group, Inc. 18.735 9,73 1.265 12,34
2026-02-17 13F Bank Hapoalim Bm 0
2026-05-11 13F WFA of San Diego, LLC 33.527 0,11 2.264 2,44
2026-04-06 13F Acima Private Wealth, Llc 240.189 0,04 16.220 2,36
2026-05-08 13F Middleton & Co Inc/ma 79.830 0,87 5.391 3,20
2026-04-10 13F First Bank & Trust 210.554 5,72 14.219 8,17
2026-04-23 13F Greenhouse Wealth Management, LLC 7.108 0,23 479 2,35
2026-05-12 13F/A Bellecapital International Ltd. 5.650 382
2026-04-16 13F Allegheny Financial Group LTD 138.343 1,53 9.342 3,89
2026-04-21 13F AA Financial Advisors, LLC 255.047 75,61 17.223 79,69
2026-04-23 13F Powell Investment Advisors, LLC 11.956 0,20 807 2,54
2026-04-24 13F Newton One Investments LLC 299.955 0,94 20.256 3,28
2026-05-11 13F Founders Financial Alliance, LLC 16.376 1,65 1.106 3,95
2026-05-04 13F John A. Wolfe & Associates, Inc. 53.436 1,10 3.609 3,44
2026-04-24 13F United Community Bank 84.663 8,02 5.717 10,52
2026-05-07 13F Advisor OS, LLC 7.478 14,31 505 16,94
2026-04-20 13F L.K. Benson & Company, P.C. 3.169 0,22 214 2,88
2026-05-07 13F New York Life Investment Management Llc 361.100 4,59 24.385 7,02
2026-04-27 13F Byrne Financial Freedom, Llc 5.043 0,02 341 2,41
2026-05-14 13F Capital Analysts, Inc. 222.060 1,83 15 0,00
2026-05-11 13F Valpey Financial Services, LLC 26.244 1,96 1.772 4,36
2026-04-17 13F Astoria Strategic Wealth, Inc. 37.008 0,38 2.499 2,71
2026-05-05 13F Regions Financial Corp 10.146.012 1,75 685.160 4,11
2026-05-13 13F Owl Creek Wealth Partners LLC 5.866 396
2026-05-06 13F Aviance Capital Partners, LLC 12.993 31,44 877 34,51
2026-05-12 13F CIBC Bancorp USA Inc. 730.471 36,53 49.329 41,28
2026-05-06 13F Zhang Financial LLC 29.939 1,71 2.022 4,07
2026-04-23 13F Oppenheimer & Co Inc 691.757 4,92 46.714 7,35
2026-05-14 13F Mason Investment Advisory Services, Inc. 7.319 0,01 494 2,49
2026-04-10 13F Sound Stewardship, LLC 99.245 1,85 6.702 4,21
2026-04-07 13F Sage Capital Advisors,llc 12.811 0,23 865 2,61
2026-05-01 13F Hohimer Wealth Management, Llc 7.602 513
2026-05-14 13F Ballentine Partners, LLC 1.174.384 0,10 79.306 2,42
2026-04-29 13F Birch Hill Investment Advisors LLC 118.778 0,05 8.021 2,37
2026-04-27 13F GenTrust, LLC 60.734 0,37 4.101 2,70
2026-05-15 13F New England Asset Management Inc 278.990 8,40 18.840 10,91
2026-05-12 13F Mengis Capital Management, Inc. 4.067 0,17 275 2,24
2026-05-14 13F August Group Capital Ltd 6.533 0,25 441 2,56
2026-05-12 13F Rakuten Investment Management, Inc. 22.330 100,00 1.456 100,14
2026-05-14 13F Massachusetts Financial Services Co /ma/ 138.452 103,47 9.350 108,22
2026-04-20 13F Naples Global Advisors, Llc 183.041 0,42 12.361 2,74
2026-05-05 13F Sanctuary Advisors, LLC 418.558 3,96 28.265 6,38
2026-06-01 13F First Nebraska Trust Co 338.567 3,77 22.863 6,17
2026-05-01 13F Midwest Trust Co 507.895 1,85 34.298 4,21
2026-04-13 13F CGC Financial Services, LLC 333.490 0,95 22.521 3,29
2026-05-15 13F Eight 31 Financial Llc 11.174 2,14 755 4,43
2026-05-14 13F Corient IA LLC 2.000 135
2026-04-30 13F William Howard & Co Financial Advisors Inc 8.174 0,10 552 2,42
2026-05-15 13F Palisade Capital Management Llc/nj 55.297 55,86 3.734 59,50
2026-04-21 13F Chapin Davis, Inc. 27.048 1,76 1.827 4,10
2026-05-04 13F LJI Wealth Management, LLC 4.809 0,12 325 2,53
2026-04-13 13F Wolff Wiese Magana Llc 26.519 12,96 1.791 15,56
2026-05-06 13F Sentinus, LLC 107.574 2,04 7.264 4,40
2026-05-14 13F Retiremitten Financial Llc 64 4
2026-05-11 13F Atlas Capital Advisors Llc 1.315 40,64 89 44,26
2026-04-22 13F Uniting Wealth Partners, LLC 7.537 0,11 509 2,42
2026-05-12 13F Benjamin Edwards Inc 67.329 7,22 4.547 9,72
2026-04-20 13F Courier Capital Llc 636.768 30,89 43.001 33,93
2026-04-29 13F Credit Industriel Et Commercial 25.330 6,98 1.711 9,48
2026-05-07 13F Avidian Wealth Solutions, LLC Call 400 27
2026-04-29 13F Skopos Labs, Inc. 18.875 13,38 1.275 14,36
2026-05-14 13F Renaissance Technologies Llc 5.000 338
2026-04-22 13F Clear Creek Financial Management, LLC 41.284 11,05 2.788 13,62
2026-05-08 13F Bokf, Na 1.682.638 0,35 113.629 2,68
2026-05-08 13F McAdam, LLC 5.506 1,42 372 3,63
2026-05-15 13F Destination Wealth Management 1.058.158 1,42 71.457 3,77
2026-05-13 13F Alesco Advisors Llc 5.389.687 0,32 363.966 2,64
2026-04-17 13F Amarillo National Bank 27.443 11,77 1.853 14,38
2026-04-21 13F Magnolia Private Wealth, LLC 4.400 12,82 297 15,56
2026-04-29 13F Latko Wealth Management, Ltd. 18.144 5,47 1.225 7,93
2026-05-11 13F Thompson Siegel & Walmsley Llc 6.535 11,05 0
2026-02-13 13F Motiv8 Investments LLC 2.220 0
2026-04-30 13F Manning & Napier Advisors Llc 2.250 1.451,72 152 1.577,78
2026-05-14 13F VestGen Advisors, LLC 144.660 127,59 10.608 152,85
2026-04-27 13F LCW Services, LLC 299.801 1,89 20.246 4,25
2026-06-03 13F/A Wealthquest Corp 807.614 2,53 54.538 4,91
2026-04-20 13F Brandywine Oak Private Wealth Llc 10.665 2,16 720 4,50
2026-05-11 13F Great Lakes Advisors, Llc 20.204 408,79 1.364 420,61
2026-05-14 13F Artemis Wealth Advisors, LLC 88.349 89,02 5.966 93,45
2026-05-15 13F Mission Wealth Management, Lp 179.204 2,52 12.102 4,90
2026-04-08 13F RDA Financial Network 67.289 2,65 4.544 5,04
2026-05-11 13F Marin Bay Wealth Advisors, LLC 14.580 0,63 985 2,93
2026-05-12 13F Sovereign Investment Advisors, LLC 94.218 6.363
2026-05-11 13F Foundations Investment Advisors, LLC 30.841 2,01 2.083 4,36
2026-04-09 13F Yanni & Associates Investment Advisors, LLC 75.582 0,96 5.104 3,32
2026-05-15 13F Coral Wealth Management, LLC 56.169 3.793
2026-05-13 13F Natixis Advisors, L.p. 831.526 13,90 56 16,67
2026-04-23 13F Analyst IMS Investment Management Services Ltd. 7.200 0
2026-04-07 13F Farther Finance Advisors, LLC 531.296 15,48 36.181 19,15
2026-05-12 13F Absolute Capital Management, LLC 5.723 9,53 386 12,21
2026-05-12 13F Dearborn Partners Llc 24.292 24,73 1.640 27,63
2026-05-11 13F Capital Square, LLC 2.788 203
2026-05-13 13F Kovitz Investment Group Partners, LLC 262.788 24,06 17.746 26,94
2026-05-15 13F Fmr Llc 52.974.655 11,02 3.577.378 13,60
2026-04-17 13F Swp Financial Llc 44.013 1,47 2.972 3,84
2026-04-27 13F Level Wealth Management LLC 5.807 5,31 392 7,99
2026-05-15 13F Rothschild Capital Partners, LLC 56.036 725,52 3.784 744,64
2026-05-12 13F Community Bank, N.A. 200.909 22,80 13.565 25,64
2026-05-27 13F Alpha Capital Advisors Inc /adv 52.910 0,65 3.573 -2,03
2026-04-16 13F Stanley-Laman Group, Ltd. 14.435 0,94 975 3,29
2026-04-16 13F Quotient Wealth Partners, LLC 907.107 8.113,57 61.257 8.314,29
2026-04-21 13F Armbruster Capital Management, Inc. 86.275 3,08 5.826 5,47
2026-04-28 13F Steigerwald, Gordon & Koch Inc. 44.258 0,89 2.989 3,21
2026-04-28 13F Angeles Investment Advisors, LLC 137.500 9.285
2026-05-14 13F Prime Buchholz LLC 6.965 0,22 470 2,62
2026-04-08 13F Towerpoint Wealth, LLC 37.661 2,43 2.543 4,82
2026-04-28 13F Whittier Trust Co Of Nevada Inc 1.228.028 5,51 84.071 5,05
2026-05-19 13F Western Wealth Management, LLC 271.697 24,38 18.348 27,26
2026-05-07 13F Coastwise Capital Group, LLC 3.988 0,23 269 2,67
2026-04-16 13F Greenfield Savings Bank 85.874 1,82 5.799 4,19
2026-05-12 13F Disciplined Investments, LLC 20.020 0,18 1.352 2,50
2026-05-05 13F Covestor Ltd 514 6,64 0
2026-05-11 13F Lcnb Corp 32.323 1,69 2.183 4,05
2026-05-13 13F/A Jpmorgan Chase & Co 16.820.236 3,78 1.103.239 3,13
2026-05-18 13F Ashton Thomas Securities, Llc 61.144 4.129
2026-05-11 13F Fortis Capital Management LLC 9.473 107,97 640 113,00
2026-05-07 13F ESL Trust Services, LLC 486.095 0,20 32.826 2,52
2026-05-01 13F Harwood Advisory Group, LLC 1.628 0,18 110 1,87
2026-04-20 13F Surience Private Wealth Llc 74.118 5.005
2026-05-04 13F Tradewinds, LLC. 6.059 5,34 441 16,36
2026-05-05 13F RFG - Bristol Wealth Advisors, LLC 193.973 11,65 13.099 14,23
2026-05-15 13F Evergreen Wealth Solutions, LLC 264.695 17.875
2026-05-15 13F Bragg Financial Advisors, Inc 11.011 0,18 744 2,48
2026-05-07 13F Rice Partnership, LLC 180.142 8,77 12.165 11,29
2026-04-03 13F Coastline Trust Co 497.447 0,63 33.593 2,96
2026-04-21 13F McGlone Suttner Wealth Management, Inc. 58.132 0,04 3.926 2,35
2026-04-21 13F ADG Wealth Management Group, LLC 99.816 3,08 6.741 5,48
2026-05-01 13F Welch & Forbes Llc 78.706 14,29 5.315 16,94
2026-04-30 13F Primoris Wealth Advisors, Llc 12.479 0,52 843 2,81
2026-05-06 13F Dunhill Financial, LLC 3.780 0,85 255 3,24
2026-04-30 13F Colton Groome Financial Advisors, Llc 166.219 5,80 11.225 8,26
2026-05-08 13F Prime Capital Investment Advisors, LLC 155.506 3,72 10.501 6,12
2026-04-28 13F Hardy Reed LLC 189.217 0,03 12.778 2,35
2026-04-15 13F Curran Financial Partners, LLC 3.664 0,08 247 2,49
2026-05-05 13F Clear Harbor Asset Management, LLC 23.713 79,47 1.601 83,60
2026-05-05 13F Frazier Financial Advisors, LLC 3.847 16,22 260 18,81
2026-05-14 13F Dorsey & Whitney Trust CO LLC 109.080 7,41 7.366 9,91
2026-04-29 13F Global Strategic Investment Solutions, LLC 7.448 0,08 503 2,24
2026-04-27 13F Colonial River Wealth Management, LLC 4.709 21,05 318 23,83
2026-05-15 13F Capital & Planning, Llc 725 49
2026-04-21 13F Wealth Effects Llc 22.895 1,33 1.546 3,69
2026-04-24 13F Keybank National Association/oh 9.151.043 1,04 617.970 3,38
2026-05-14 13F Synergy Financial Group, LTD 5.125 346
2026-04-22 13F Abundance Wealth Counselors 90.097 17,84 6.084 20,57
2026-04-27 13F Charter Capital Management, LLC\DE 903.247 1,86 60.996 4,22
2026-05-05 13F Sandy Cove Advisors, LLC 120.285 36,20 8.123 39,36
2026-04-28 13F Flagship Harbor Advisors, Llc 183.763 9,92 12.410 12,47
2026-04-28 13F MBL Wealth, LLC 908.796 4,77 61.371 7,20
2026-05-05 13F BlueChip Wealth Advisors LLC 138.523 4,51 9.354 6,93
2026-05-06 13F Spartan Wealth Advisory Services LLC 13.440 908
2026-05-07 13F Meeder Advisory Services, Inc. 3.544 239
2026-04-17 13F Tectonic Advisors Llc 167.770 2,01 11.330 4,38
2026-05-11 13F Brogan Financial, Inc. 3.485 0,23 235 2,62
2026-04-29 13F Signet Private Wealth LLC 6.210 15,66 419 18,36
2026-05-06 13F Hurley Capital, LLC 268 0,37 18 5,88
2026-05-12 13F Independent Advisor Alliance 596.015 1.776,74 40.249 1.820,23
2026-05-15 13F Tradition Wealth Management, LLC 6.683 4,62 451 7,13
2026-05-15 13F Basso Capital Management, L.p. 12.502 824,70 844 848,31
2026-04-27 13F Mount Yale Investment Advisors, LLC 428.500 36,09 28.937 39,24
2026-05-12 13F TIAA Wealth Investment Management LLC 2.562 168
2026-05-08 13F LaSalle St. Investment Advisors, LLC 15.695 0,13 1.060 105.800,00
2026-05-13 13F AE Wealth Management LLC 90.638 33,85 6.121 36,94
2026-05-07 13F Lowe Brockenbrough & Co Inc 641.674 5,78 43.332 8,23
2026-04-09 13F TruWealth Advisors, LLC 161.983 0,17 10.939 2,49
2026-04-08 13F Roberts Wealth Advisors, LLC 5.085 343
2026-04-09 13F Epiq Partners, Llc 3.653 0,08 247 2,50
2026-04-27 13F Tennessee Valley Asset Management Partners 12.413 6,75 838 9,26
2026-04-27 13F Independent Solutions Wealth Management, LLC 151.633 11,31 10.240 13,89
2026-04-08 13F David J Yvars Group 136.518 0,26 9.219 2,58
2026-04-16 13F Farmers & Merchants Trust Co of Long Beach 5.660 15,63 382 18,27
2026-04-20 13F Cushing Capital Partners, LLC 42.696 0,55 2.883 2,89
2026-04-24 13F Severin Investments, LLC 24.464 285,62 1.652 295,22
2026-05-04 13F Innealta Capital, Llc 24.442 50,88 1.651 54,35
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 1.797.937 0,57 121.415 2,90
2026-05-13 13F Edmond De Rothschild Holding S.a. 6.439 11,83 435 14,21
2026-04-15 13F Avondale Wealth Management 296.991 4,77 20.056 7,20
2026-04-06 13F WASHINGTON TRUST Co 350.551 10,97 23.673 13,54
2026-05-05 13F Harmony Asset Management Llc 14.206 3,48 959 5,85
2026-05-14 13F Atomi Financial Group, Inc. 27.188 18,09 1.836 20,87
2026-05-08 13F Blair William & Co/il 687.309 5,26 46.414 7,70
2026-05-15 13F TCG Advisory Services, LLC 18.432 79,56 1.245 83,75
2026-05-13 13F BlackRock, Inc. 27.964.904 4,77 1.888.470 7,20
2026-05-15 13F Gateway Wealth Partners, LLC 44.451 174,95 3.002 181,26
2026-02-03 13F Alpha Cubed Investments, LLC 9.365 72,15 618 74,08
2026-01-30 13F BancorpSouth Bank 48.369 9,09 3.192 10,34
2026-05-08 13F Glenview Trust Co 357.460 1,52 24.139 3,88
2026-05-06 13F Townsend Asset Management Corp /nc/ /adv 45.031 1,88 3.041 4,22
2026-05-14 13F Coign Capital Advisors LLC 107.907 7,66 7.287 10,14
2026-05-15 13F/A EverSource Wealth Advisors, LLC 50.786 2,54 3.430 4,93
2026-05-15 13F Connors Investor Services Inc 64.244 16,79 4.338 19,50
2026-04-21 13F Financial Council Asset Management Inc 110.728 1,89 7.477 4,25
2026-06-01 13F Dala Group, LLC 3.924 265
2026-04-24 13F Lynx Investment Advisory 115.326 17,33 7.788 20,04
2026-05-08 13F Pnc Financial Services Group, Inc. 15.872.639 1,67 1.071.879 4,02
2026-04-09 13F Everhart Financial Group, Inc. 8.435 94,80 570 99,65
2026-05-13 13F Cove Private Wealth, LLC 15.480 273,91 1.045 282,78
2026-05-14 13F Empower Advisory Group, LLC 27.304 10,90 1.844 13,49
2026-05-15 13F JT Stratford LLC 12.429 0,97 839 3,33
2026-05-08 13F Crestmont Private Wealth LLC 115.613 1,89 7.807 4,25
2026-04-15 13F Hilltop Wealth Advisors, Llc 12.835 5,28 867 7,71
2026-04-24 13F Barnes Pettey Financial Advisors, Llc 4.643 0,02 314 2,29
2026-05-11 13F Seeds Investor Llc 81.956 21,98 5.866 32,27
2026-05-11 13F Clarendon Private LLC 51.831 50,38 3.500 53,91
2026-05-06 13F Pekin Hardy Strauss, Inc. 6.926 0,26 468 2,64
2026-05-11 13F Biltmore Family Office, LLC 48.344 34,50 3.265 37,61
2026-05-06 13F North Star Asset Management Inc 28.659 3,13 1.935 5,51
2026-05-05 13F Bank of New York Mellon Corp 58.734.173 0,32 3.966.319 2,65
2026-04-07 13F Trinity Financial Advisors LLC 35.026 6,39 2.365 8,89
2026-04-23 13F SMART Wealth LLC 4.047 17,71 273 20,80
2026-05-04 13F/A DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 551 133
2026-04-22 13F Matrix Asset Advisors Inc/ny 5.125 0,41 346 2,98
2026-05-06 13F Gs Investments, Inc. 22.119 0,28 1.494 2,61
2026-04-27 13F Hi-Line Capital Management, LLC 91.301 10,87 6.166 13,43
2026-05-15 13F Chilton Investment Co Llc 30.560 589,06 2.064 606,51
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 11.205 93,29 757 97,91
2026-04-14 13F Precedent Wealth Partners, Llc 126.376 0,78 8.534 3,12
2026-04-16 13F Ellsworth Advisors, LLC 4.431 0,23 299 -3,55
2026-05-15 13F Capstone Financial Advisors, Inc. 3.576 1,30 241 3,88
2026-04-15 13F Tenzing Financial LLC 67.876 11,93 4.833 20,76
2026-05-12 13F First Western Trust Bank 210.348 8,79 14.205 11,31
2026-04-16 13F Ballast Rock Private Wealth LLC 18.396 0,19 1.242 2,56
2026-04-24 13F Argent Advisors, Inc. 248.567 1,98 16.786 4,35
2026-05-13 13F Drake & Associates, LLC 533.189 12,89 36.006 15,51
2026-05-07 13F Paradigm, Strategies in Wealth Management, LLC 3.484 0,23 235 2,62
2026-05-14 13F Evergreen Capital Management Llc 107.060 2,79 7.230 5,16
2026-05-05 13F Eukles Asset Management 2.783 3,65 188 5,65
2026-04-06 13F GAMMA Investing LLC 41.274 10,63 2.787 13,20
2026-01-16 13F Trust Co Of Vermont 415.505 7,81 27.423 9,04
2026-04-14 13F Seven Mile Advisory 9.331 23,75 630 26,76
2026-04-08 13F Warner Financial, Inc 12.817 0,20 866
2026-04-17 13F Charter Trust Co 520.352 6,64 35.139 9,11
2026-04-16 13F Westhampton Capital, LLC 15.905 0,22 1.074 2,58
2026-05-13 13F Hudock, Inc. 539.395 2,56 36.425 4,94
2026-04-15 13F Fluent Financial, LLC 56.944 0,17 4.055 8,08
2026-04-27 13F Sharp Financial Services, LLC 3.000 203
2026-05-07 13F Mutual Of America Capital Management Llc 3.673 248
2026-05-14 13F Legacy Bridge, LLC 11.301 5,69 763 8,23
2026-04-30 13F Stablepoint Partners, LLC 3.341 5,33 226 7,66
2026-05-01 13F New Republic Capital, LLC 12.871 5,81 869 8,35
2026-04-10 13F RTD Financial Advisors, Inc. 632.579 0,62 42.718 2,95
2026-04-27 13F Td Private Client Wealth Llc 330.663 0,63 22.330 2,97
2026-05-15 13F Advisory Services Network, LLC 463.359 4,43 31.291 6,85
2026-04-09 13F Central Valley Advisors, Llc 5.358 362
2026-04-14 13F Palisade Asset Management, LLC 80.188 2,37 5.415 4,76
2026-04-20 13F Cherrydale Wealth Management, Llc 5.672 0,23 383 2,68
2026-04-29 13F Burney Co/ 3.841 1,99 259 4,44
2026-05-07 13F Grandfield & Dodd, Llc 4.740 1,28 320 3,90
2026-04-28 13F Altfest L J & Co Inc 5.166 0,06 349 2,35
2026-04-17 13F AdvisorNet Financial, Inc 381.275 21,83 25.747 24,66
2026-05-05 13F NerdWallet Wealth Partners, LLC 51.110 155,27 3.452 161,44
2026-05-01 13F Global Wealth Management Investment Advisory, Inc. 169.622 7,34 11.455 9,83
2026-05-13 13F LM Advisors LLC 638 2,24 9 0,00
2026-04-23 13F Mayflower Financial Advisors, LLC 113.160 0,47 7.642 2,80
2026-04-27 13F Baer Investment Advisory LLC 7.661 517
2026-05-07 13F Crewe Advisors LLC 1.013.534 8,90 68.444 11,42
2026-05-07 13F Hopwood Financial Services, Inc. 204.740 0,47 13.826 2,80
2026-04-08 13F Lynch & Associates/in 318.565 1,73 21.513 4,08
2026-04-09 13F Planned Solutions, Inc. 11.052 0,17 746 2,47
2026-04-27 13F Nixon Peabody Trust Co 7.606 84,66 514 89,30
2026-05-15 13F Trexquant Investment LP 3.923 265
2026-04-21 13F Mesirow Financial Investment Management, Inc. 2.063.935 251,30 139.378 259,44
2026-04-29 13F Resonant Capital Advisors, LLC 775.959 0,54 52.400 2,87
2026-04-24 13F Mann Financial Group, Inc. 18.808 40,58 1.270 43,83
2026-02-05 13F Maxele Advisors, LLC 22.218 0,01 1.466 1,17
2026-05-12 13F Stephenson & Company, Inc. 107.702 3,22 7.273 5,62
2026-04-21 13F Encompass Wealth Advisors, Llc 223.490 0,58 15.092 2,91
2026-05-15 13F Quantinno Capital Management LP 288.367 21,17 19.473 23,98
2026-05-11 13F Emerald Investment Advisers, LLC 5.385 364
2026-04-17 13F Union Savings Bank 208.600 30,06 14.085 33,06
2026-04-13 13F John W. Brooker & Co., CPAs 4.878 0,83 329 3,13
2026-04-15 13F Verum Partners LLC 3.191 1,85 215 4,37
2026-05-08 13F Addison Advisors LLC 4.443 15,58 300 18,58
2026-05-29 13F Keel Point, LLC 48.402 12,27 3.269 14,87
2026-01-20 13F Maryland Capital Advisors Inc. 552 240,74 36 260,00
2026-05-11 13F Chilton Capital Management Llc 5.707 38,79 385 42,07
2026-04-24 13F EJMK Ventures LLC 52.112 46,18 3.519 49,62
2026-04-15 13F Wealthcare Capital Partners, LLC 3.020 204
2026-05-12 13F Saiph Capital, LLC 13.218 5,42 893 7,86
2026-04-28 13F Belpointe Asset Management LLC 169.936 55,19 11.476 58,80
2026-02-10 13F Vantus Wealth LLC 12.368 816
2026-02-17 13F SageView Advisory Group, LLC 214.750 20,67 14.174 22,04
2026-05-13 13F Caitlin John, LLC 6.937 0,35 468 2,63
2026-04-20 13F BTC Capital Management, Inc. 6.699 82,34 452 86,78
2026-05-14 13F Gwn Securities Inc. 19.177 0,10 1.295 2,45
2026-04-15 13F Parsons Capital Management Inc/ri 65.342 2,83 4.413 5,22
2026-04-17 13F Summit Wealth Partners, LLC 86.596 29,13 5.848 32,11
2026-05-13 13F Factorial Partners, Llc 106.900 49,93 7.219 53,41
2026-05-15 13F State Street Corp 1.387.563 1,21 93.702 3,56
2026-04-20 13F Apella Capital, LLC 461.190 25,70 33.621 38,84
2026-05-11 13F Cascade Wealth Advisors, Inc 112.834 2,88 8.349 9,61
2026-05-29 13F Krane Financial Solutions LLC 3.779 255
2026-01-16 13F Oldfather Financial Services, LLC 32.876 0,15 2.170 1,26
2026-04-27 13F Prasad Wealth Partners, LLC 9.576 0,24 647 2,54
2026-05-19 13F/A Eley Financial Management, Inc 250.529 0,50 16.918 2,83
2026-05-04 13F Inlight Wealth Management, LLC 119.255 41,15 8.053 44,42
2026-05-08 13F Russell Investments Group, Ltd. 89.065 3,50 6.015 5,90
2026-01-30 13F Caldwell Securities, Inc 231 5,00 15 7,14
2026-04-22 13F LifeSteps Financial, Inc. 69.056 8,75 4.663 11,29
2026-05-28 13F Cozad Asset Management Inc 67.817 1,51 4.580 3,86
2026-05-11 13F Brooklyn FI, LLC 5.407 2,68 365 5,19
2026-04-27 13F Cape Ann Savings Bank 264.718 4,39 17.876 6,81
2026-04-22 13F Atlantic Edge Private Wealth Management, LLC 229.030 2,18 15.466 4,55
2026-05-14 13F Rockefeller Capital Management L.P. 3.114.696 7,83 210.336 10,33
2026-05-15 13F Smartleaf Asset Management LLC 38.957 20,23 2.555 18,23
2026-04-13 13F Creative Financial Designs Inc /adv 109.553 3,70 7.398 6,11
2026-05-06 13F Meridian Wealth Management, LLC 212.780 0,50 14.369 2,83
2026-05-05 13F Steel Peak Wealth Management LLC 3.563 10,76 241 13,21
2026-05-08 13F HORAN Wealth, LLC 1.470.176 100,37 98.176 102,73
2026-04-21 13F Mayport, Llc 4.661 315
2026-04-23 13F Harbor Investment Advisory, Llc 78.873 4,03 5.326 6,46
2026-05-08 13F King Luther Capital Management Corp 332 56,87
2026-05-11 13F Savvy Advisors, Inc. 158.781 4,19 10.722 6,61
2026-04-23 13F Caliber Wealth Management, LLC / KS 437.313 7,20 29.532 9,69
2026-04-16 13F Hicks Capital Management Llc 96.883 1,97 6.543 4,34
2026-04-07 13F City Center Advisors, LLC 3.668 2,80 248 5,11
2026-04-28 13F Lansing Street Advisors 19.020 0,08 1.284 2,39
2026-05-15 13F FIL Ltd 1.296.418 7,16 87.547 9,64
2026-04-20 13F Fiduciary Alliance LLC 7.613 16,71 543 26,28
2026-04-09 13F Wedmont Private Capital 107.648 3,49 7.592 6,93
2026-05-04 13F Checchi Capital Advisers, LLC 11.217 1,55 757 3,84
2026-04-17 13F Vermillion Wealth Management, Inc. 1.505 6,21 102 8,60
2026-04-13 13F IFP Advisors, Inc 227.247 2,87 15.346 5,25
2026-05-05 13F Beaumont Financial Advisors, LLC 565.412 0,75 38.182 3,09
2026-05-06 13F Astra Wealth Partners LLC 62.405 6,04 4.214 8,50
2026-04-30 13F Verdence Capital Advisors LLC 52.277 11,13 3.530 13,72
2026-04-10 13F GEM Asset Management, LLC 55.025 1,28 3.716 0,19
2026-04-07 13F Cooper Financial Group 29.650 8,65 2.002 11,16
2026-05-15 13F Harbour Investments, Inc. 1.257.653 0,27 84.929 2,60
2026-04-16 13F Ironwood Financial, llc 370.056 0,80 24.990 -1,66
2026-05-01 13F Pittenger & Anderson Inc 270.958 8,29 18.298 10,80
2026-05-04 13F State Of Michigan Retirement System 1.131.710 9,36 76.424 11,90
2026-05-07 13F Xxi Wealth, Llc 3.438 232
2026-04-27 13F River's Edge Wealth Management, Llc 26.315 3,40 1.915 5,68
2026-05-12 13F Invesco Ltd. 25.409 13,90 1.716 16,51
2026-05-14 13F Sentinel Advisory Group, LLC 27.824 1.879
2026-05-13 13F Lloyd Advisory Services, LLC. 1.096 74
2026-05-14 13F Venture Visionary Partners LLC 87.952 7,29 5.939 8,83
2026-04-20 13F YANKCOM Partnership 177.320 14,26 11.975 16,91
2026-05-01 13F Trifecta Capital Advisors, LLC 326.526 14,13 22.050 16,77
2026-05-14 13F Bank Of Hawaii 99.578 3,93 6.725 6,34
2026-05-01 13F Stony Point Wealth Management Inc. 11.998 0,46 810 2,79
2026-04-23 13F Accurate Wealth Management, LLC 96.943 9,45 6.830 11,58
2026-05-01 13F Associated Banc-corp 145.110 1,38 9.799 3,74
2026-04-21 13F Creekside Partners 20.633 0,14 1.393 2,50
2026-04-28 13F Golden State Equity Partners 21.120 45,71 1.426 49,16
2026-05-12 13F Mission Financial Group, LLC 4.791 31,98 324 35,15
2026-05-07 13F Key Capital Management, INC 551 37
2026-04-21 13F One Wealth Advisors, LLC 20.142 3,15 1.360 0,89
2026-05-08 13F Reicon Wealth Advisors, Llc 500 34
2026-04-09 13F Diversified Management Inc 227.828 2,66 15.385 5,05
2026-04-08 13F Brady Family Wealth, Llc 34.090 5,51 2.302 7,97
2026-05-07 13F FourThought Financial Partners, LLC 10.796 4,91 729 7,36
2026-04-07 13F CoreCap Advisors, LLC 248.986 4,09 16.814 6,50
2026-05-12 13F Ellis Investment Partners, LLC 163.231 2,98 11.023 5,36
2026-05-12 13F WCG Wealth Advisors LLC 72.573 8,40 4.901 10,91
2026-05-14 13F O'ROURKE & COMPANY, Inc 3.780 0,05 255 2,41
2026-02-06 13F Global Retirement Partners, LLC 649.474 8,30 42.865 9,53
2026-05-11 13F Mattson Financial Services, LLC 5.366 14,61 362 17,15
2026-04-17 13F RFG Advisory, LLC 45.478 2,05 3.071 4,42
2026-05-06 13F 71 West Capital Partners 23.175 99,87 1.565 104,58
2026-04-17 13F Andina Capital Management, LLC 4.061 8,15 274 10,93
2026-05-06 13F Gryphon Financial Partners LLC 93.806 3,15 6.335 5,53
2026-04-15 13F City Holding Co 117.291 6,67 7.919 9,12
2026-05-06 13F Ascent Wealth Partners, LLC 41.764 4,31 2.820 6,74
2026-05-15 13F Private Capital Management, LLC 54.042 8,95 3.649 11,49
2026-05-15 13F/A Tudor Financial Inc. 19.820 2,12 1.338 4,53
2026-04-16 13F Evolve Private Wealth, Llc 16.022 26,78 1.082 29,62
2026-04-28 13F Southern Michigan Bank & Trust 11.351 767
2026-04-21 13F Gilpin Wealth Management, Llc 18.653 6,72 1.260 9,19
2026-05-12 13F Creative Planning 4.838.549 1,64 326.747 3,99
2026-05-14 13F Potomac Fund Management Inc /adv 4.591 2,55 310 5,08
2026-04-07 13F Signaturefd, Llc 12.213 13,92 825 16,55
2026-04-24 13F Charter Oak Capital Management, LLC 14.531 6,52 981 9,00
2026-05-08 13F Urban Financial Advisory Corp 504.197 2,79 34.048 5,17
2026-02-20 13F SB Capital Management Inc 21.969 1.450
2026-05-11 13F HBK Sorce Advisory LLC 36.893 8,93 2.730 12,35
2026-04-15 13F Sage Capital Management, LLC 20.259 0,21 1.368 2,55
2026-05-04 13F Evernest Financial Advisors, LLC 312.576 13,77 22.768 15,44
2026-04-27 13F Capital Advisors Inc/ok 68.200 0,58 4.606 2,91
2026-04-08 13F Lpwm Llc 44.969 9,24 3.037 11,78
2026-04-20 13F Tranquility Partners, LLC 33.625 2,88 2.271 5,24
2026-05-26 13F Serenity Investment Advisors 7.136 3,98 525 11,49
2026-05-14 13F 3 Factor Indexing, Llc 3.745 253
2026-04-08 13F Whitcomb & Hess, Inc. 329.892 1,98 22.278 -0,72
2026-05-15 13F Delaware Management Holdings, Inc. 505.063 82,46 34.107 86,69
2026-04-27 13F GDS Wealth Management 22.048 7,60 1.489 10,06
2026-05-05 13F Bank Julius Baer & Co. Ltd, Zurich 26.011 1.757
2026-05-04 13F WP Advisors, LLC 27.786 0,75 1.876 3,08
2026-05-05 13F Midwest Professional Planners, LTD. 84.287 3,22 5.692 5,60
2026-02-12 13F CIBC Private Wealth Group, LLC 547.485 7,05 36.134 8,27
2026-04-27 13F Forte Asset Management Llc 29.226 0,45 1.974 2,76
2026-05-07 13F First Command Advisory Services, Inc. 15.798.650 0,82 1.066.883 3,16
2026-04-24 13F Wealth Care LLC 110.154 7.439
2026-05-01 13F Citizens Financial Group Inc/ri 3.056.960 0,80 206.436 3,13
2026-04-24 13F APCM Wealth Management for Individuals 1.203.288 2,34 81.258 4,71
2026-05-15 13F Evelyn Partners Asset Management Ltd 2.479 158,23 167 165,08
2026-04-22 13F Princeton Global Asset Management LLC 25.581 22,73 1.728 25,60
2026-05-11 13F Financial Perspectives, Inc 7.190 0,04 486 2,32
2026-05-19 13F Orographic Financial Advisors, LLC 3.068 0
2026-05-05 13F Crestwood Advisors Group LLC 508.392 6,36 34.332 8,82
2026-04-20 13F Live Oak Private Wealth LLC 7.399 0,53 500 2,89
2026-04-20 13F Foster Victor Wealth Advisors, LLC 3.958 4,16 283 6,39
2026-04-21 13F Merkkuri Wealth Advisors LLC 78.004 0,24 5.268 2,55
2026-05-14 13F Schneider Downs Wealth Management Advisors, LP 24.030 0,51 1.623 2,85
2026-04-22 13F Coastal Investment Advisors, Inc. 397 0,25 27 0,00
2026-04-22 13F Jim Saulnier & Associates, Llc 3.992 0,15 270 2,28
2026-05-07 13F Arsenal Capital Advisors LLC 25.368 3,02 1.713 5,42
2026-05-13 13F Argent Trust Co 369.715 2,87 24.967 5,25
2026-05-14 13F Pinnacle Family Advisors, LLC 6.187 2,47 418 4,77
2026-05-14 13F Catalytic Wealth RIA, LLC 125.283 0,17 8.460 2,50
2026-04-09 13F Platt Investment Counsel, LLC 285.814 3,47 19.301 5,87
2026-04-16 13F Brookstone Capital Management 84.794 4,71 5.726 7,15
2026-05-14 13F Betterment LLC 72.022 26,38 5 33,33
2026-05-08 13F Jackson Hole Capital Partners, LLC 14.090 18,45 952 21,15
2026-04-30 13F First National Bank & Trust Co Of Newtown 13.051 22,84 881 25,68
2026-05-08 13F SHP Wealth Management 5.171 4,76 349 7,38
2026-04-28 13F Robertson Stephens Wealth Management, LLC 202.296 0,52 13.661 2,85
2026-05-11 13F Sage Mountain Advisors LLC 2.180 7,39 147 10,53
2026-01-29 13F Concurrent Investment Advisors, LLC 524.840 5,09 34.639 6,28
2026-04-27 13F Kelman-Lazarov, Inc. 281.560 3,21 19.014 5,60
2026-05-04 13F Lutz Financial Services LLC 1.598.474 1,27 107.945 3,62
2026-04-29 13F Cahaba Wealth Management, Inc. 2.020.659 3,19 136.455 5,58
2026-05-11 13F Allstate Corp 96.058 973,27 6.487 999,32
2026-05-07 13F Little House Capital Llc 193.605 1,08 13.074 3,43
2026-05-15 13F NorthRock Partners, LLC 39.875 3,42 2.693 5,82
2026-04-29 13F Cambridge Capital Management, Llc 11.123 0,23 751 2,60
2026-04-29 13F Childress Capital Advisors, Llc 11.081 1,30 748 3,74
2026-05-15 13F Okabena Investment Services Inc 64.231 31,02 4.338 34,06
2026-05-06 13F May Hill Capital, LLC 167.822 2,54 11.333 4,93
2026-04-08 13F Gainplan LLC 21.535 15,73 1.454 18,40
2026-05-07 13F Midland Wealth Advisors Llc 777.138 10,15 52.480 12,70
2026-05-15 13F Blueprint Investment Partners LLC 83.760 15,94 5.656 18,65
2026-04-17 13F Willner & Heller, Llc 15.874 0,24 1.072 2,49
2026-04-30 13F Graetz Wealth LLC 9.893 0,22 668 2,61
2026-05-15 13F Change Path, LLC 78.660 5,13 5.312 7,55
2026-05-08 13F United Financial Planning Group LLC 128.495 1,41 8.677 3,77
2026-04-22 13F Apollon Wealth Management, LLC 775.050 0,89 52.339 3,23
2026-05-15 13F Estate Counselors, LLC 11.260 760
2026-04-28 13F BLB&B Advisors, LLC 2.556.602 2,61 172.647 4,99
2026-05-15 13F DT Investment Partners, LLC 586.244 1,85 39.589 4,21
2026-04-27 13F Truist Financial Corp 9.954.225 7,41 672.209 9,90
2026-04-13 13F Newman Dignan & Sheerar, Inc. 78.022 18,93 5.269 21,69
2026-05-04 13F HFR Wealth Management, LLC 5.160 4,54 348 7,08
2026-05-15 13F Brookmont Capital Management 13.579 0,33 917 2,58
2026-04-27 13F Transcendent Capital Group LLC 153.579 33,49 10.371 36,59
2026-05-05 13F Allspring Global Investments Holdings, LLC 311.181 1,07 21.191 2,87
2026-04-30 13F Mv Capital Management, Inc. 14.145 0,89 955 3,24
2026-05-15 13F Aqr Capital Management Llc 384.530 42,52 25.221 41,64
2026-05-13 13F Forthright Family Wealth Advisory LLC 4.560 277
2026-05-07 13F JMG Financial Group, Ltd. 17.785 1,68 1.201 4,07
2026-05-04 13F Retirement Income Solutions, Inc 234.434 0,45 15.831 2,78
2026-04-27 13F Soltis Investment Advisors LLC 301.861 1,25 20.385 3,60
2026-04-22 13F Beacon Financial Planning, Inc 224.228 12,41 15.142 15,02
2026-04-22 13F Smallwood Wealth Investment Management, LLC 1.137 51,60 77 55,10
2026-04-23 13F Summit Wealth Group Llc / Co 9.725 657
2026-04-28 13F GM Advisory Group, Inc. 30.388 0,54 2.052 2,91
2026-04-27 13F Latitude Advisors, LLC 6.207 8,00 419 10,55
2026-05-08 13F Jackson, Grant Investment Advisers, Inc. 2.525 1,00 171 3,03
2026-05-07 13F TCTC Holdings, LLC 111.382 3,08 7.522 5,47
2026-04-17 13F Roxbury Financial LLC 782 0,13 53 1,96
2026-05-14 13F Miller Capital Partners, Inc. 20.764 1,49 1.402 3,85
2026-05-07 13F Tidemark, LLC 1.714 25,11 116 27,78
2026-05-15 13F Flow Traders U.s. Llc 107.374 7
2026-05-06 13F Greenwood Gearhart Inc 612.862 5,44 41.387 7,88
2026-05-12 13F Garrison Point Advisors, Llc 17.225 0,06 1.163 2,38
2026-05-13 13F GSG Advisors LLC 4.228 0,21 285 2,52
2026-05-11 13F Financial Symmetry Inc 3.594 262
2026-04-16 13F Envision Financial LLC 5.866 0,02 396 2,33
2026-05-14 13F Dynasty Wealth Management, Llc 1.470.494 401,37 99.302 413,00
2026-05-04 13F Envestnet Asset Management Inc 36.038.875 5,38 2.433.705 7,82
2026-05-15 13F SummitTX Capital, L.P. 7.539 509
2026-04-20 13F LifeWealth Investments, LLC 100.819 22,44 6.808 25,29
2026-05-12 13F Wescott Financial Advisory Group, LLC 188.247 0,01 12.712 2,33
2026-05-12 13F Holderness Investments Co 6.965 94,83 470 100,00
2026-05-08 13F Truepoint, Inc. 11.069 2,31 747 4,62
2026-05-07 13F Ckw Financial Group 914.546 0,96 62 5,08
2026-04-17 13F Richards, Merrill & Peterson, Inc. 26.355 0,68 1.780 3,01
2026-05-12 13F Thoroughbred Financial Services, Llc 31.194 0,02 2 0,00
2026-05-01 13F Johnson Investment Counsel Inc 635.619 1,56 42.923 3,91
2026-05-14 13F Mcrae Capital Management Inc 7.370 2,43 498 4,85
2026-05-21 13F JDM Financial Group LLC 1.815 7,08 123 9,91
2026-05-05 13F LOM Asset Management Ltd 55.774 2,75 3.766 5,14
2026-06-02 13F Blue Edge Capital, LLC 8.520 5,38 575 7,88
2026-04-16 13F Telos Capital Management, Inc. 190.069 2,32 12.835 4,69
2026-04-22 13F Stone House Investment Management, LLC 8.453 0,37 571 2,70
2026-04-08 13F Selby Wealth Management, LLC 31.933 2,97 2.156 5,38
2026-05-05 13F Bluedoor Private Wealth, Llc 86.014 0,93 5.809 3,27
2026-05-12 13F SGL Investment Advisors, Inc. 17.776 14,95 1.312 21,95
2026-05-07 13F Fi3 FINANCIAL ADVISORS, LLC 8.900 119,59 601 124,72
2026-05-13 13F Clear Wave Wealth Management Llc 175.420 11.846
2026-05-11 13F MCF Advisors LLC 1.082.976 6,70 73.133 9,18
2026-05-05 13F Landing Point Financial Group, LLC 30.447 5,35 2.056 7,81
2026-05-19 13F Cornerstone Wealth, LLC/TN 5.125 370
2026-02-19 13F Aznar Financial Advisors, LLC 224.097 14.790
2026-05-05 13F Nolet Wealth Management, LLC 49.119 32,09 3.317 35,17
2026-05-14 13F Northern Trust Corp 23.838.148 1,59 1.609.790 3,94
2026-04-27 13F Ethic Inc. 5.221 353
2026-05-14 13F Axim Planning & Wealth 7.075 45,73 478 49,06
2026-04-15 13F Brendel Financial Advisors LLC 3.000 203
2026-04-15 13F Seacrest Wealth Management, Llc 10.985 1,00 742 -0,13
2026-05-18 13F Centaurus Financial, Inc. 250.986 8,46 17 6,67
2026-05-12 13F Tme Financial, Inc. 9.275 0,22 626 2,62
2026-05-01 13F Fifth Third Bancorp 7.404.697 58,21 500.039 61,88
2026-05-08 13F Resources Investment Advisors, LLC. 352.566 10,42 23.809 12,97
2026-05-12 13F Great Diamond Partners, LLC 92.030 8,14 6.215 10,65
2026-04-24 13F My Purposeful Wealth Corp. 14.860 1,99 1.004 4,37
2026-05-07 13F Harbor Advisory Corp /ma/ 203.872 42,55 13.767 45,85
2026-04-27 13F Jamison Private Wealth Management, Inc. 8.143 0,52 550 2,81
2026-04-03 13F Hickory Point Bank & Trust 1.891 128
2026-04-10 13F Abound Wealth Management 10.713 63,93 723 67,75
2026-05-01 13F SoundView Advisors Inc. 177.445 0,26 12 0,00
2026-04-30 13F Ramsay, Stattman, Vela & Price, Inc. 139.030 0,69 9.389 3,03
2026-05-14 13F Providence Capital Advisors, LLC 54.554 3,31 3.684 5,71
2026-05-12 13F Cahill Financial Advisors Inc 55.939 0,32 3.778 2,64
2026-05-15 13F Manufacturers Life Insurance Company, The 947.313 0,28 63.972 2,61
2026-04-27 13F Reynders McVeigh Capital Management, LLC 23.115 0,94 2 0,00
2026-04-13 13F Stockman Wealth Management, Inc. 512.564 8,65 34.613 11,17
2026-04-20 13F Godsey & Gibb Associates 21.593 3,48 1.458 5,88
2026-05-12 13F CBM Financial, LLC 244.640 4,25 17.947 6,71
2026-05-04 13F Calamos Advisors LLC 28.094 1.897
2026-04-29 13F Hubbell Strickland Wealth Management, LLC 240.422 1,25 16.236 3,59
2026-04-15 13F DAVENPORT & Co LLC 168.449 0,56 11.375 2,89
2026-05-04 13F Magnolia Capital Management Ltd 131.645 10,16 9 14,29
2026-05-14 13F Trustmark National Bank Trust Department 27.427 2,93 1.852 5,35
2026-04-30 13F Mosaic Family Wealth Partners, Llc 3.049 206
2026-04-08 13F Graves-Light Private Wealth Management, Inc. 510.013 3,14 34.441 5,53
2026-04-27 13F 4wealth Advisors, Inc. 5.549 17,84 364 17,10
2026-05-14 13F Swf Llc 2.026.021 8,41 136.817 10,92
2026-04-20 13F Fairvoy Private Wealth, LLC 28.699 691,04 1.938 710,88
2026-05-15 13F Tower Research Capital LLC (TRC) 45 136,84 3 200,00
2026-05-08 13F Indie Asset Partners, LLC 7.793 12,34 526 15,10
2026-05-07 13F Green Square Capital Advisors Llc 3.582 242
2026-04-01 13F First Financial Bank - Trust Division 11.916 64,72 805 68,55
2026-01-26 13F Clean Yield Group 0 0
2026-05-04 13F Cornerstone Advisory, LLC 3.204 0,09 216 2,37
2026-05-13 13F NewEdge Wealth, LLC 410.673 14,17 27.733 16,82
2026-05-07 13F Ironwood Investment Counsel, LLC 11.400 0,30 770 2,53
2026-05-08 13F Summit Asset Management, LLC 5.268 16,60 356 19,13
2026-05-08 13F Sofos Investments, Inc. 2.226 28,97 150 32,74
2026-04-29 13F First Interstate Bank 1.548.799 2,06 104.590 4,42
2026-05-14 13F Prudential Plc 3.160 213
2026-05-15 13F Hancock Whitney Corp 911.115 18,44 65.958 29,92
2026-04-15 13F Norden Group Llc 9.031 25,59 610 28,48
2026-05-14 13F Guardian Asset Advisors, LLC 91.912 603,98 6.207 620,79
2026-04-29 13F Nicholas Hoffman & Company, LLC. 16.814 0,03 1.135 2,34
2026-04-17 13F United Advisor Group, LLC 15.066 53,50 1.017 57,19
2026-04-13 13F Enclave Advisors LLC 204.150 75,57 13.786 79,65
2026-05-15 13F Cerity Partners LLC 5.668.264 11,09 382.793 13,67
2026-04-20 13F Ritholtz Wealth Management 21.980 1,59 1.484 3,99
2026-05-11 13F Shoker Investment Counsel, Inc. 477.326 0,54 32.234 2,87
2026-05-12 13F Tiaa-cref Individual & Institutional Services, Llc 927.166 62.612
2026-04-23 13F TFC Financial Management 8.335 70,90 563 75,08
2026-05-07 13F BlueStem Wealth Partners, LLC 797.554 53,40 53.859 56,96
2026-05-07 13F Rachor Investment Advisory Services, LLC 24 2
2026-05-11 13F First National Bank Of Omaha 262.203 10,70 17.344 10,13
2026-05-02 13F Burton Enright Welch 11.561 23,85 781 26,62
2026-04-16 13F Park National Corp /oh/ 3.611 244
2026-04-24 13F Clarity Wealth Advisors, LLC 287.868 6,11 19.440 8,57
2026-05-13 13F Archetype Wealth Partners 459.181 7,38 31 10,71
2026-05-06 13F Kera Capital Partners, Inc. 59.512 2,30 4.019 0,60
2026-05-13 13F Federation des caisses Desjardins du Quebec 105.294 52,06 7.111 55,58
2026-04-15 13F Professional Advisory Services Inc 384.660 17,63 26 19,05
2026-04-22 13F SC&H Financial Advisors, Inc. 13.739 0,09 928 2,43
2026-04-21 13F Wedbush Securities Inc 47.150 3,00 3 0,00
2026-04-28 13F Stratos Wealth Partners, LTD. 1.088.298 1,83 73.493 4,19
2026-05-05 13F Mjp Associates Inc /adv 3.044 0,07 206 2,50
2026-04-15 13F Aspen Investment Management Inc 10.814 9,97 1
2026-05-15 13F Atlanta Consulting Group Advisors, LLC 427.269 40,64 28.853 43,90
2026-04-24 13F Stock Yards Bank & Trust Co 38.449 1,74 2.596 4,09
2026-04-13 13F Cyndeo Wealth Partners, LLC 3.259 0,06 220 2,80
2026-04-15 13F Register Financial Advisors LLC 4.027 284,62 272 292,75
2026-04-29 13F Marino, Stram & Associates Llc 277.089 1,48 18.712 3,83
2026-05-12 13F TD Waterhouse Canada Inc. 128.359 138,50 8.725 145,61
2026-04-07 13F Boltwood Capital Management 117.820 0,71 7.956 3,04
2026-04-21 13F Claro Advisors LLC 57.302 4,87 3.870 7,29
2026-05-15 13F Goldman Sachs Group Inc 40.473.497 50,84 2.733.175 54,34
2026-05-11 13F COFG Advisors, LLC 19.254 15,60 1.300 18,29
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 7.777.803 11,21 526.001 13,61
2026-05-05 13F Newbridge Financial Services Group, Inc. 702 0,14 47 2,17
2026-05-14 13F Lgl Partners, Llc 388.779 2,72 26.254 5,10
2026-03-12 13F Farmers National Bank 9.915 0,81 654 2,03
2026-05-05 13F Fisher Asset Management, LLC 75.965 70,21 5.130 74,16
2026-05-13 13F NFP Retirement, Inc. 417.580 16,14 28.199 18,84
2026-04-21 13F Sage Financial Management Group, Inc. 148.012 2,40 9.995 4,78
2026-05-16 13F Sunbelt Securities, Inc. 30.821 1,89 2.081 4,26
2026-05-14 13F Camarda Financial Advisors, LLC 13.968 3,23 943 5,60
2026-02-13 13F Sei Investments Co 6.852 452
2026-05-04 13F Security Benefit Life Insurance Co /ks/ 11.800 107,02 797 111,70
2026-04-28 13F Investment Management Corp /va/ /adv 12.148 2,28 820 4,73
2026-04-16 13F Johnson Bixby & Associates, LLC 6.569 0,05 444 2,31
2026-05-07 13F Madison Asset Management, LLC 309.060 3,94 20.871 6,35
2026-05-21 13F Vestor Capital, Llc 83.648 3.923,47 6 0,00
2026-04-23 13F Ironwood Wealth Management, LLC. 232.917 0,61 15.729 2,95
2026-05-15 13F Gotham Asset Management, LLC 106.124 108,15 7.167 112,96
2026-05-11 13F Commonwealth Retirement Investments LLC 4.513 1,30 305 3,40
2026-05-11 13F Partners in Financial Planning 5.617 3,01 379 5,57
2026-04-13 13F True Wealth Design, LLC 843 34,88 57 36,59
2026-04-07 13F Bath Savings Trust Co 10.348 4,81 699 7,22
2026-05-12 13F Awm Capital, Llc 55.009 83,34 3.715 87,58
2026-05-13 13F Alliance Private Wealth, LLC 182.219 0,52 12.305 -2,15
2026-05-08 13F Altiora Financial Group, LLC 5.549 375
2026-05-15 13F XTX Topco Ltd 96.229 787,31 6.498 808,81
2026-04-24 13F Livet Wealth, LLC 3.017 204
2026-04-29 13F Advance Capital Management, Inc. 5.508 1,72 372 3,92
2026-05-13 13F Garden State Investment Advisory Services LLC 96.346 2,78 6.508 5,17
2026-05-11 13F Brand Asset Management Group, Inc. 464.659 2,56 31.378 4,94
2026-04-30 13F Shakespeare Wealth Management, Inc. 21.253 1,68 1.435 4,06
2026-05-04 13F Conservest Capital Advisors, Inc. 11.659 0,09 787 2,47
2026-04-15 13F Planning Directions Inc 3.333 225
2026-05-13 13F Baron Silver Stevens Financial Advisors, Llc 378.336 1,59 25.549 3,95
2026-04-24 13F Vertrix Wealth Management, LLC 9.874 667
2026-05-07 13F Next Capital Management LLC 92.174 14,14 6.224 16,79
2026-05-14 13F Integrity Financial Corp /WA 1.961 41,59 132 45,05
2026-05-14 13F Taylor Financial Group, Inc. 42.773 0,40 2.888 2,74
2026-04-13 13F Chris Bulman Inc 4.238 1,39 286 4,00
2026-05-15 13F North Berkeley Wealth Management, LLC 106.613 8,15 7.200 10,67
2026-05-08 13F Stelac Advisory Services LLC 56.051 69,34 3.785 73,31
2026-05-08 13F Vanguard Advisers Inc 16.635 1.123
2026-05-11 13F Ashton Thomas Private Wealth, LLC 472.175 2,89 31.886 5,27
2026-05-14 13F Pinnacle Financial Partners, Inc. 579.233 3,01 39.116 5,40
2026-05-01 13F Global Assets Advisory, LLC 17.927 1.643
2026-04-16 13F XML Financial, LLC 40.928 4,99 2.764 7,43
2026-04-27 13F Symmetry Partners, LLC 7.605 108,87 514 113,75
2026-04-21 13F Hudson Oak Wealth Advisory LLC 60.594 3,96 4.092 6,37
2026-05-08 13F Strategic Financial Services, Inc, 4.135 279
2026-05-12 13F Waterloo Capital, L.P. 11.254 0,47 760 2,71
2026-05-13 13F Southeast Asset Advisors Inc. 232.902 0,42 15.728 2,74
2026-05-14 13F Gts Securities Llc 21.905 1.479
2026-05-01 13F Sovran Advisors, LLC 7.250 11,25 528 15,32
2026-04-28 13F Fortis Capital Advisors, LLC 84.722 451,18 5.721 464,20
2026-05-01 13F Capital City Trust Co/fl 31.229 1,02 2.109 3,33
2026-04-08 13F High Point Wealth Management, LLC 1.325 32,50 89 34,85
2026-04-24 13F Petros Family Wealth, LLC 51.941 9,06 3.508 11,58
2026-05-04 13F 1st Source Bank 438.757 11,64 29.629 14,23
2026-05-15 13F Citadel Advisors Llc Call 135.200 11,46 9.130 14,05
2026-04-15 13F Roan Capital Partners 17.773 1.200
2026-05-12 13F Jane Street Group, Llc Call 300.800 1.500,00 20.313 1.538,15
2026-05-15 13F/A Arrowroot Family Office, LLC 127.341 2,34 8.599 4,71
2026-04-20 13F Chatham Capital Group, Inc. 14.365 6,33 970 8,87
2026-05-14 13F Sand Hill Global Advisors, LLC 2.349.194 2,89 158.641 5,27
2026-04-09 13F Taylor & Morgan Wealth Management, LLC 24.142 2,00 1.630 4,35
2026-04-13 13F Breachway Investments LLC 6.739 0,30 459 3,39
2026-05-14 13F Bright Financial Advisors, Inc. 108.561 5,00 7.331 7,43
2026-05-06 13F Bartlett & Co. Wealth Management Llc 1.084.242 26,13 78.445 38,27
2026-05-11 13F Pinnacle Wealth Planning Services, Inc. 3.919 10,93 265 13,30
2026-04-16 13F Sheets Smith Wealth Management 114.779 3,53 7.751 5,95
2026-04-08 13F Orrstown Financial Services Inc 29.593 4,51 1.998 6,96
2026-05-07 13F Magnolia Wealth Management, LLC 50 3
2026-04-22 13F Tru Independence Asset Management 2, Llc 33.517 3,75 2.263 6,14
2026-05-04 13F Riverpoint Wealth Management Holdings, LLC 204.136 2,58 13.785 4,96
2026-05-13 13F J Hagan Capital, Inc. 3.168 214
2026-04-21 13F Pacific Park Financial, Inc. 49.050 10,81 3.312 13,39
2026-04-13 13F Fiduciary Financial Group, Llc 7.553 9,02 510 11,60
2026-04-16 13F Genesis Private Wealth, Llc 39.891 0,32 2.694 2,63
2026-04-21 13F River Street Advisors LLC 223.328 0,54 15.081 2,88
2026-05-06 13F Storgate, LLC 3.432 8,99 232 11,59
2026-04-03 13F Global Wealth Strategies & Associates 7.417 2,79 501 5,04
2026-04-24 13F Fulton Bank, N.a. 88.253 6,56 5.960 9,02
2026-04-15 13F Alhambra Investment Partners LLC 65.771 2,65 4.442 5,04
2026-05-14 13F SWAN Capital LLC 170 11
2026-05-12 13F Guidance Point Advisors, LLC 249.838 0,05 16.877 2,37
2026-04-13 13F Lake Street Financial Llc 193.608 19,09 13.073 21,83
2026-04-17 13F Burns J W & Co Inc/ny 303.556 4,65 20.499 7,08
2026-04-27 13F Integrity Wealth Partners, LLC 6.405 433
2026-04-09 13F American National Bank of Texas 92.172 7,28 6.224 9,77
2026-05-18 13F Vestwell Advisors, LLC 29.507 12,23
2026-05-01 13F Towercrest Capital Management 230.280 4,63 15.554 7,06
2026-05-08 13F AAFCPAs Wealth Management, LLC 192.519 0,66 13.001 2,99
2026-04-15 13F Signature Estate & Investment Advisors Llc 15.931 8,92 1.076 11,40
2026-05-13 13F SRS Capital Advisors, Inc. 86.546 192,73 5.844 199,54
2026-05-15 13F Larson Financial Group LLC 11.626 4,47 785 6,95
2026-04-10 13F Cerro Pacific Wealth Advisors LLC 2.993 202
2026-05-08 13F Gen-Wealth Partners Inc 10.052 0,16 679 2,42
2026-05-15 13F Keating Financial Advisory Services, Inc. 12.870 21,79 869 24,68
2026-05-15 13F Vawter Financial, Ltd. 26.844 2,13 1.813 4,50
2026-05-06 13F Annis Gardner Whiting Capital Advisors, LLC 3.384 34,39 229 37,35
2026-05-05 13F Wealthfront Advisers Llc 3.793 19,24 256 22,49
2026-05-12 13F Tower Bridge Advisors 9.220 360,08 623 132,09
2026-05-14 13F Gladstone Institutional Advisory LLC 435.259 4,41 29.393 6,83
2026-02-02 13F Long Run Wealth Advisors, LLC 136.294 2,23 8.995 3,39
2026-05-13 13F Clearwater Capital Advisors, LLC 22.027 5,43 1.487 7,91
2026-05-05 13F Adaptive Financial Consulting, LLC 8.462 5,67 571 8,14
2026-04-15 13F Bernardo Wealth Planning LLC 5.728 0,02 387 2,12
2026-05-07 13F Sentinel Trust Co Lba 38.100 3
2026-05-11 13F Newport Capital Group, LLC 28.581 0,04 1.930 2,39
2026-05-05 13F Rollins Financial Advisors, LLC 6.124 3,46 414 5,90
2026-05-15 13F Hamilton Capital, LLC 1.854.431 2,13 125.230 4,49
2026-04-24 13F UMA Financial Services, Inc. 148.714 1,35 10.043 3,70
2026-04-21 13F Maltin Wealth Management, Inc. 12.436 0,73 840 3,07
2026-05-13 13F Triumph Capital Management 846 14,48 57 18,75
2026-04-29 13F/A Salem Investment Counselors Inc 19.613 3,89 1.324 6,26
2026-04-10 13F Melfa Wealth Management, Llc 8.275 0,06 559 2,39
2026-04-30 13F ETF Store, Inc. 64.860 1,62 4.380 3,96
2026-04-16 13F Beese Fulmer Investment Management, Inc. 91.626 6,76 6.188 9,23
2026-05-14 13F Novak & Powell Financial Services, Inc. 43.520 3,21 2.939 5,57
2026-05-01 13F Wealthspire Advisors, LLC 7.709.430 0,87 520.618 3,21
2026-04-22 13F Aureum Wealth Management, LLC 63.974 31,08 4.320 34,12
2026-04-22 13F Harbor Asset Planning, Inc. 1.345 0,22 91 2,27
2026-05-07 13F Sage Financial Group Inc 1.454.616 2,99 98.230 5,37
2026-05-13 13F 49 Wealth Management, Llc 450.878 12,59 30.448 15,20
2026-04-27 13F S.A. Mason LLC 22.574 8,93 1.524 11,49
2026-05-14 13F Jump Financial, LLC 300.964 20.324
2026-04-15 13F Zullo Investment Group, Inc. 8.846 0,29 597 2,58
2026-04-07 13F Abacus Planning Group, Inc. 5.215 352
2026-06-01 13F Foguth Wealth Management, LLC. 5.616 71,12 419 90,87
2026-05-11 13F Mitchell Capital Management Co 8.276 0,27 559 2,57
2026-04-09 13F Mechanics Bank Trust Department 33.777 8,79 2.281 11,27
2026-04-30 13F Money Concepts Capital Corp 103.378 5,76 6.981 8,22
2026-05-13 13F Davis R M Inc 3.660.276 2,54 247.178 4,91
2026-05-04 13F Nwam Llc 120.358 2,83 8.128 2,74
2026-04-23 13F Global Trust Asset Management, LLC 4.083 41,13 276 44,74
2026-05-14 13F/A Leo H. Evart, Inc. 381 26
2026-04-28 13F Kathmere Capital Management, LLC 18.843 17,22 1.272 20,00
2026-05-11 13F Sidoxia Capital Management, LLC 3.936 266
2026-05-04 13F Parr Mcknight Wealth Management Group, Llc 100.125 6,66 6.761 9,14
2026-05-15 13F Gw Henssler & Associates Ltd 37.587 5,47 2.538 7,91
2026-01-26 13F Covenant Partners, LLC 313.461 674,59 20.688 683,64
2026-04-17 13F Watershed Private Wealth Llc 19.923 2,44 1.345 4,83
2026-04-30 13F Forza Wealth Management, LLC 66.452 0,08 4.488 2,40
2026-04-01 13F Helen Stephens Group, LLC 3.416 0,12 231 2,22
2026-04-28 13F Umpqua Bank 11.564 2,88 781 5,26
2026-05-12 13F Liberty Wealth Management Llc 4.340 2,97 293 5,40
2026-05-07 13F Pacific Sun Financial Corp 13.101 0,38 885 2,67
2026-05-04 13F Hibernia Wealth Partners, LLC 5.573 6,48 376 8,99
2026-03-12 13F Nalls Sherbakoff Group, Llc 968 64
2026-04-13 13F Affinity Capital Advisors, LLC 162.794 1,47 10.994 3,83
2026-05-06 13F Sound View Wealth Advisors Group, LLC 11.041 0,05 746 2,34
2026-05-07 13F Vericrest Private Wealth 57.983 0,53 3.916 2,86
2026-04-13 13F Gill Capital Partners, Llc 409 28
2026-04-23 13F Fairman Group, LLC 38.188 0,92 2.579 3,24
2026-05-04 13F King Wealth 410.619 2,52 28 3,85
2026-05-01 13F MY Wealth Management Inc. 38.055 7,09 2.221 -5,33
2026-05-14 13F Brown Brothers Harriman & Co 294.992 1,61 19.921 3,97
2026-04-08 13F Pps&v Asset Management Consultants, Inc. 30.894 1,34 2.086 3,68
2026-05-07 13F Oak Harbor Wealth Partners, Llc 31.030 0,84 2.095 3,20
2026-05-29 13F Asset Dedication, LLC 6.937 6,12 468 8,58
How Much do you Like Fintel?
Please share your opinion of our service!
Excellent Bad
Other Listings
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista

© 2015-2026 Fintel Ventures LLC. All rights reserved. Fintel® is a registered trademark.

This website is provided “as is” without any representations or warranties, express or implied. Fintel makes no representations or warranties in relation to this website or the information and materials provided on this website. Nothing on this website constitutes, or is meant to constitute, advice of any kind. If you require advice in relation to any financial matter you should consult an appropriate professional.

About Fintel
Features
Explore
Help Center