Statistici de bază
| Proprietari instituționali | 448 total, 448 long only, 0 short only, 0 long/short - change of 8,11% MRQ |
| Alocarea medie a portofoliului | 0.3078 % - change of -1,91% MRQ |
| Acțiuni instituționale (lung) | 97.051.975 (ex 13D/G) - change of 0,69MM shares 5,84% MRQ |
| Valoare instituțională (lungă) | $ 2.315.602 USD ($1000) |
Proprietatea instituțională și acționarii
iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF (MX:IBDR) are 448 proprietarii instituționali și acționarii care au depus formulare 13D/G sau 13F la Securities Exchange Commission (SEC). Aceste instituții dețin un total de 97,051,975 acțiuni. Cei mai mari acționari includ Bank Of America Corp /de/, Mercer Global Advisors Inc /adv, Hm Payson & Co, LPL Financial LLC, Morgan Stanley, Raymond James Financial Inc, Sound View Wealth Advisors Group, LLC, Captrust Financial Advisors, Gratus Wealth Advisors, LLC, and Royal Bank Of Canada .
iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF (BMV:IBDR) Structura de proprietate instituțională arată pozițiile curente în companie în funcție de instituții și fonduri, precum și cele mai recente modificări ale dimensiunii poziției. Acţionarii majori pot include investitori individuali, fonduri mutuale, fonduri speculative sau instituţii. Anexa 13D indică faptul că investitorul deține (sau deține) mai mult de 5% din companie și intenționează (sau intenționează) să urmărească în mod activ o schimbare în strategia de afaceri. Schedule 13G indică o investiție pasivă de peste 5%.
Scorul de sentiment al fondului
Scorul de sentiment al fondului (fka Ownership Accumulation Score) găsește acțiunile care sunt cele mai cumpărate de fonduri. Este rezultatul unui model cantitativ sofisticat, multifactorial, care identifică companiile cu cele mai înalte niveluri de acumulare instituțională. Modelul de scoring utilizează o combinație între creșterea totală a proprietarilor dezvăluiți, modificările alocărilor de portofoliu în acești proprietari și alte valori. Numărul variază de la 0 la 100, numerele mai mari indicând un nivel mai ridicat de acumulare pentru semenii săi, iar 50 fiind media.
Frecvența actualizării: zilnic
Consultați Ownership Explorer, care oferă o listă a companiilor cu cel mai înalt rang.
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Depuneri 13F și NPORT
Detaliile privind depunerile 13F sunt gratuite. Detaliile privind depunerea NP necesită un abonament premium. Rândurile verzi indică poziții noi. Rândurile roșii indică poziții închise. Dă click pe link pictograma pentru a vedea istoricul complet al tranzacțiilor.
Actualizare
pentru a debloca date premium și a exporta în Excel 
.
| Data fișierului | Sursă | Investitor | Tip | Preț mediu (Est) |
Acțiuni | Δ Acțiuni (%) |
Raportat Valoare (1000 USD) |
Valoarea Δ (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-29 | 13F | Comerica Bank | 40.719 | -21,91 | 987 | -22,18 | ||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 32.796 | -9,67 | 795 | -9,67 | ||||
| 2026-04-22 | 13F | Atwater Malick LLC | 35.040 | 4,05 | 849 | 4,17 | ||||
| 2026-05-06 | 13F | Pacitti Group Inc. | 32.887 | 6,53 | 797 | 6,69 | ||||
| 2026-05-11 | 13F | Arrow Financial Corp | 425.552 | -26,37 | 10.315 | -26,34 | ||||
| 2026-05-12 | 13F | Cannon Financial Strategists, Inc. | 40.536 | 0,61 | 983 | 0,61 | ||||
| 2026-05-14 | 13F | Tableaux Llc | 30.184 | 40,93 | 732 | 40,85 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 96.114 | 1,62 | 2.330 | 1,66 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 204.516 | -67,12 | 4.943 | -67,20 | ||||
| 2026-05-04 | 13F | Summit Wealth Group, LLC | 28.806 | 0,00 | 698 | 0,14 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 354.257 | 12,32 | 8.587 | 12,38 | ||||
| 2026-05-08 | 13F | Evergreen Wealth Partners LLC | 13.007 | -0,38 | 315 | -0,32 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 275 | 0,00 | 7 | 0,00 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 10.160 | 246 | ||||||
| 2026-04-15 | 13F | Trust Point Inc. | 9.532 | 231 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 3.707 | 90 | ||||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 33.598 | 40,61 | 814 | 40,83 | ||||
| 2026-05-11 | 13F | Fortis Capital Management LLC | 81.562 | -0,43 | 1.977 | -0,35 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 92.004 | -5,56 | 2.230 | -5,51 | ||||
| 2026-04-23 | 13F | Granite Harbor Advisors, Inc. | 41.092 | 76,64 | 996 | 76,91 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 37.608 | 912 | ||||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 64.597 | 0,17 | 1.566 | 0,19 | ||||
| 2026-04-03 | 13F | Coastline Trust Co | 6.371 | -13,57 | 154 | -13,48 | ||||
| 2026-05-04 | 13F | Element Wealth, LLC | 52.794 | 3,10 | 1.280 | 3,15 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 12.113 | 0,03 | 294 | 0,00 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1.456.647 | -1,97 | 35.309 | -1,93 | ||||
| 2026-05-13 | 13F | Black Cypress Capital Management, LLC | 3.500 | 0,00 | 85 | 0,00 | ||||
| 2026-04-21 | 13F | ADG Wealth Management Group, LLC | 39.742 | 19,25 | 963 | 19,33 | ||||
| 2026-05-12 | 13F | Covington Investment Advisors Inc. | 103.348 | 2,05 | 3 | 0,00 | ||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 168.578 | 4,14 | 4.086 | 4,18 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 98.441 | 9,19 | 2.386 | 9,25 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 154.692 | 47,98 | 3.748 | 48,03 | ||||
| 2026-04-17 | 13F | Kennebec Savings Bank | 665 | 0,00 | 16 | 0,00 | ||||
| 2026-05-07 | 13F | Lyell Wealth Management, Lp | 466.279 | -6,42 | 11.303 | -6,38 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 385.152 | 170,13 | 9.336 | 170,30 | ||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 228.110 | 7,01 | 5.529 | 7,05 | ||||
| 2026-05-05 | 13F | Dudley Capital Management, Llc | 53.999 | 14,18 | 1.309 | 14,24 | ||||
| 2026-05-08 | 13F | Bokf, Na | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 511 | -57,80 | 12 | -58,62 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 2.815 | 68 | ||||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 117.711 | -9,64 | 2.853 | -9,60 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 11.283 | -27,09 | 273 | -27,01 | ||||
| 2026-04-13 | 13F | Cypress Point Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Foster Dykema Cabot & Partners, Llc | 12.500 | 0,00 | 303 | 0,33 | ||||
| 2026-04-27 | 13F | Certior Financial Group, Llc | 9.310 | 0,00 | 226 | 0,00 | ||||
| 2026-04-28 | 13F | Probity Advisors, Inc. | 125.581 | -39,40 | 3.044 | -39,37 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 19.977 | 484 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 297.340 | 7.208 | ||||||
| 2026-05-12 | 13F | Integras Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Crews Bank & Trust | 225.705 | -0,84 | 5.471 | -0,80 | ||||
| 2026-04-20 | 13F | First PREMIER Bank | 315 | 0,00 | 0 | |||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Fmr Llc | 6.891 | -5,51 | 167 | -5,11 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 4.044.967 | -0,06 | 98.050 | -0,02 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 26.843 | -34,28 | 651 | -34,28 | ||||
| 2026-04-28 | 13F | Walser Wealth Management Company, A Ltd Liability Co | 23.994 | 582 | ||||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 18.000 | -18,18 | 436 | -18,20 | ||||
| 2026-05-13 | 13F | Cove Private Wealth, LLC | 55.807 | 66,39 | 1.353 | 66,50 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 31.769 | 11,42 | 770 | 11,59 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Blue Barn Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 557.348 | 7,86 | 13.505 | 7,55 | ||||
| 2026-04-20 | 13F | Gilbert Capital Group, Inc. | 27.426 | -27,16 | 665 | -27,19 | ||||
| 2026-04-07 | 13F | Eastern Bank | 1.440 | 0,00 | 35 | 0,00 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 372.480 | 22,95 | 9.028 | 23,00 | ||||
| 2026-04-23 | 13F | Spinnaker Trust | 574.526 | 6,41 | 13.927 | 6,45 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 101.802 | 3,63 | 2.468 | 3,66 | ||||
| 2026-04-16 | 13F | Pine Haven Investment Counsel, Inc | 15.200 | 3,40 | 368 | 3,37 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 82.260 | -3,58 | 1.994 | -3,58 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 63 | 1,61 | ||||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Mlp3, Llc | 240 | |||||||
| 2026-04-23 | 13F | Foundry Financial Group, Inc. | 70.914 | -12,62 | 1.719 | -12,61 | ||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 56.640 | 0,14 | 1.373 | 0,15 | ||||
| 2026-05-14 | 13F | Migdal Insurance & Financial Holdings Ltd. | 16.220 | 0,00 | 393 | |||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 51.246 | -2,18 | 1.242 | -2,13 | ||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 3.515 | 0,00 | 85 | 0,00 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 47.823 | -42,34 | 1.159 | -42,31 | ||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 1.157.018 | -3,98 | 28.046 | -3,94 | ||||
| 2026-05-12 | 13F | Northwest Bancshares, Inc. | 59.223 | -2,86 | 1.436 | -2,84 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 1.012.174 | 2,98 | 24.535 | 3,03 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 26.004 | -3,81 | 630 | -3,82 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 361.295 | 0,00 | 8.754 | 0,00 | ||||
| 2026-01-27 | 13F | Smith, Salley & Associates | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 81.453 | -14,58 | 1.974 | -14,55 | ||||
| 2026-04-15 | 13F | Blue Square Asset Management, Llc | 48.420 | -1,89 | 1.174 | -1,84 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 10.003 | 242 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 6.019 | 0,45 | 146 | 0,00 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 29.874 | 37,68 | 724 | 37,90 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 88.213 | 10,31 | 2.138 | 10,38 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 587.263 | 7,99 | 14.235 | 8,03 | ||||
| 2026-05-08 | 13F | Crestmont Private Wealth LLC | 88.707 | 2.150 | ||||||
| 2026-05-08 | 13F | Glenview Trust Co | 710.955 | 7,66 | 17.234 | 7,71 | ||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 142.738 | 3,00 | 3.460 | 3,04 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 71.150 | 0,88 | 1.725 | 0,94 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 249.666 | 2,81 | 6.098 | 3,34 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 85 | 183,33 | 2 | |||||
| 2026-04-20 | 13F | Riverchase Wealth Management, Llc | 105.124 | -0,15 | 2.548 | -0,08 | ||||
| 2026-05-07 | 13F | Hamel Associates, Inc. | 242.963 | 1,68 | 5.889 | 1,73 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 76.792 | 1,02 | 1.861 | 1,09 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 446 | -97,42 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 2.666.707 | -17,70 | 64.641 | -17,67 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 196.608 | -9,43 | 4.764 | -9,43 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 163.011 | 9,57 | 3.951 | 9,63 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 16.701 | -17,79 | 405 | -17,89 | ||||
| 2026-04-23 | 13F | Scissortail Wealth Management, LLC | 135.966 | 18,04 | 3.296 | 18,06 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 74.740 | -3,32 | 1.812 | -3,31 | ||||
| 2026-02-11 | 13F | Montis Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 113.296 | 30,29 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 74.033 | 1.795 | ||||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 57.280 | -1,90 | 1.388 | -1,84 | ||||
| 2026-05-14 | 13F | Legacy Bridge, LLC | 1.392 | 0,00 | 34 | 0,00 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 74.440 | 0,42 | 1.804 | 0,11 | ||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 1.140.545 | -13,49 | 27.647 | -13,45 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 11.910 | 3,96 | 289 | 3,97 | ||||
| 2026-01-08 | 13F | MKT Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 220.573 | -0,22 | 5.338 | -0,52 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 77.976 | 7,94 | 1.890 | 8,00 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 383.721 | 3,91 | 9.301 | 3,96 | ||||
| 2026-05-06 | 13F | Cornerstone Financial Group, LLC /NE/ | 10.332 | 1,02 | 250 | 0,81 | ||||
| 2026-05-05 | 13F | Ferguson Johnson Wealth Management Inc | 12.593 | 0,00 | 0 | |||||
| 2026-04-14 | 13F | Drive Wealth Management, Llc | 126.419 | -14,54 | 3.064 | -14,51 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 23.808 | 0,00 | 1 | |||||
| 2026-05-06 | 13F | NovaPoint Capital, LLC | 634.876 | -2,57 | 15.389 | -2,53 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 52.392 | 39,34 | 1.270 | 39,30 | ||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 13.672 | 0,00 | 331 | 0,00 | ||||
| 2026-05-07 | 13F | Paradigm, Strategies in Wealth Management, LLC | 18.449 | -63,11 | 447 | -63,09 | ||||
| 2026-05-15 | 13F | Round Rock Advisors, LLC | 109.995 | 0,08 | 2.666 | 0,11 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 257.107 | -0,42 | 6.232 | -0,37 | ||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 106.627 | -2,39 | 2.585 | -2,34 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 18.154 | -2,68 | 440 | -2,44 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 338.284 | 3,59 | 8.200 | 3,63 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 882.856 | 98,13 | 21.400 | 98,22 | ||||
| 2026-04-21 | 13F | Buttonwood Financial Advisors Inc. | 11.658 | 0,00 | 283 | 0,00 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 74.788 | 1.813 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 7.800 | 189 | ||||||
| 2026-04-24 | 13F | Balentine LLC | 413.945 | 49,54 | 10.034 | 49,60 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 5.999 | -4,43 | ||||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 15.543 | 10,57 | 377 | 10,59 | ||||
| 2026-05-06 | 13F | Heartland Bank & Trust Co | 200.103 | 14,06 | 4.850 | 14,12 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 9.210 | -2,41 | 223 | -2,19 | ||||
| 2026-05-01 | 13F | First Fiduciary Investment Counsel, Inc. | 77.676 | -0,98 | 2 | 0,00 | ||||
| 2026-05-12 | 13F | Cooper/haims Advisors, Llc | 12.706 | 0,00 | 308 | 0,00 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 27.599 | 0,00 | 669 | 0,15 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 28.443 | 354,29 | 689 | 356,29 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 61.495 | 223,49 | 1.491 | 223,91 | ||||
| 2026-04-29 | 13F | Virginia Wealth Management Group, Inc. | 199.615 | -0,48 | 4.839 | -0,45 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 24.864 | 0,00 | 602 | -0,33 | ||||
| 2026-05-15 | 13F | PSI Advisors, LLC | 46.601 | 3,04 | 1.130 | 3,11 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 3.173 | 0,70 | 77 | 0,00 | ||||
| 2026-04-24 | 13F | James Investment Research Inc | 70.028 | -4,84 | 1.697 | -4,82 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 5.997 | -89,25 | 145 | -89,33 | ||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 427.717 | 4,03 | 10.368 | 4,08 | ||||
| 2026-04-17 | 13F | Robbins Farley Llc | 1.580 | 0,00 | 38 | 0,00 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Brighton Securities Corp. | 104.314 | -4,76 | 2.529 | -4,71 | ||||
| 2026-04-21 | 13F | J.E. Simmons & Co., P.C. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 11.704 | -1,39 | ||||||
| 2026-05-15 | 13F | Shufro Rose & Co Llc | 1.243.779 | 4,43 | 30.149 | 4,47 | ||||
| 2026-04-27 | 13F | Actinver Wealth Management, Inc. | 18.714 | -18,64 | 454 | -18,67 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 9.031 | 0,68 | 219 | 0,46 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 713 | 17 | ||||||
| 2026-05-04 | 13F | Savant Capital, LLC | 10.239 | -15,44 | 248 | -15,36 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 31.869 | -5,83 | ||||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 12.263 | 297 | ||||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 8.448 | 0,14 | 205 | 0,00 | ||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 76.957 | 23,75 | 1.865 | 23,84 | ||||
| 2026-04-22 | 13F | Arcataur Capital Management LLC | 66.548 | 0,00 | 1.613 | 0,06 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 14.429 | -2,00 | 350 | -1,97 | ||||
| 2026-04-21 | 13F | Beaumont Asset Management, L.L.C. | 476.015 | 79,95 | 11.539 | 80,03 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 4.150 | 0,24 | 101 | 0,00 | ||||
| 2026-04-22 | 13F | J. L. Bainbridge & Co., Inc. | 9.148 | 0,00 | 222 | 0,00 | ||||
| 2026-01-16 | 13F | Oldfather Financial Services, LLC | 31.107 | 0,00 | 754 | -0,26 | ||||
| 2026-05-06 | 13F | Kesler, Norman & Wride, LLC | 338.601 | 0,41 | 8.208 | 0,44 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 10.033 | 3,48 | 243 | 3,40 | ||||
| 2026-05-11 | 13F | Stonebrook Private Inc. | 135.960 | 4,24 | 3.296 | 4,27 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 753 | 0,13 | ||||||
| 2026-05-01 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 1.670 | 0,00 | 40 | 0,00 | ||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 325.923 | -3,13 | 7.900 | -3,13 | ||||
| 2026-04-07 | 13F | SMI Advisory Services, LLC | 32.858 | 4,55 | 794 | 4,34 | ||||
| 2026-04-03 | 13F | Adirondack Trust Co | 32.799 | -1,04 | 795 | -1,00 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 49.682 | 1.204 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 166.266 | 4,56 | 4.030 | 4,59 | ||||
| 2026-04-21 | 13F | Highland Financial Advisors, LLC | 10.575 | 0,00 | 256 | 0,00 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 10.510 | 0,00 | 255 | 0,00 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 864.007 | 4,15 | 20.944 | 3,45 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 84.593 | 2,66 | 2.051 | 2,71 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 18.156 | 1,87 | 440 | 2,09 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 11.613 | 81,34 | 282 | 81,29 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 53.162 | 0,11 | 1.289 | 0,16 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 2.500 | 0,00 | 61 | 0,00 | ||||
| 2026-05-07 | 13F | FourThought Financial Partners, LLC | 41.282 | -3,76 | 1.001 | -3,75 | ||||
| 2026-04-27 | 13F | River's Edge Wealth Management, Llc | 32.294 | 0,29 | 783 | 0,38 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 4.273.058 | 3,30 | 103.579 | 3,31 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 16.154 | 10,36 | 392 | 10,45 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 10.036 | 3,51 | 243 | 3,40 | ||||
| 2026-01-23 | 13F | Nbt Bank N A /ny | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 13.306 | -2,11 | 323 | -2,13 | ||||
| 2026-05-04 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 15.483 | -44,45 | 375 | -44,44 | ||||
| 2026-05-11 | 13F | American Money Management, LLC | 14.325 | 0,00 | 347 | 0,00 | ||||
| 2026-05-04 | 13F | Foundation Wealth Management, LLC | 152.729 | 3.702 | -0,86 | |||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 22.205 | 0,00 | 538 | 0,00 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 48.950 | -10,92 | 1.187 | -10,89 | ||||
| 2026-05-01 | 13F | Stony Point Wealth Management Inc. | 34.189 | 133,93 | 829 | 133,90 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 1.544.174 | -47,07 | 37.431 | -47,05 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 166 | 0,61 | 0 | |||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 3.000 | 0,00 | 73 | 0,00 | ||||
| 2026-05-06 | 13F | Trust Co of Kansas | 13.576 | -2,84 | 0 | |||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 16.902 | -1,28 | 410 | -1,21 | ||||
| 2026-05-01 | 13F | Associated Banc-corp | 112.394 | 1,26 | 2.724 | 1,30 | ||||
| 2026-04-10 | 13F | Novem Group | 9.475 | 230 | ||||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 161.896 | -0,71 | 3.924 | -0,66 | ||||
| 2026-04-21 | 13F | Delta Wealth Advisors LLC | 219.375 | 31,14 | 5.318 | 31,19 | ||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 34.108 | 0,00 | 826 | 0,00 | ||||
| 2026-05-13 | 13F | Peck Wealth Management, LLC | 2.000 | 0,00 | 48 | 0,00 | ||||
| 2026-04-23 | 13F | Fortune Financial Group, Inc. | 12.509 | 46,53 | 303 | |||||
| 2026-04-30 | 13F | Private Trust Co Na | 5.075 | 0,00 | 123 | 0,82 | ||||
| 2026-04-07 | 13F | InvesTrust | 324.114 | -2,85 | 7.857 | -2,81 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 550 | |||||||
| 2026-05-08 | 13F | Tfo-tdc, Llc | 99.607 | 0,68 | 2.414 | 0,71 | ||||
| 2026-05-12 | 13F | Prosperity Bancshares Inc | 2.000 | 0,00 | 48 | 0,00 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 4.190.511 | -2,16 | 101.578 | -2,12 | ||||
| 2026-04-29 | 13F | Houlihan Financial Resource Group, Ltd. | 224.656 | -11,16 | 5.446 | -2,33 | ||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 453 | 0,67 | 0 | |||||
| 2026-04-27 | 13F | Iron Financial, LLC | 153.813 | -0,96 | 3.728 | -0,93 | ||||
| 2026-04-14 | 13F | Howland Capital Management Llc | 1.328.040 | -0,91 | 32.192 | -0,87 | ||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 8.664 | -98,88 | 210 | -98,88 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 301.268 | -8,72 | 7.303 | -8,69 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 31.030 | -1,27 | 752 | -1,18 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 8.277 | 0,00 | 201 | 0,00 | ||||
| 2026-04-23 | 13F | Walleye Partners, LLC | 14.921 | 0,67 | 362 | 0,56 | ||||
| 2026-04-30 | 13F | Hyposwiss Advisors SA | 1.035 | 0,00 | 25 | 0,00 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 121.406 | 13,58 | 2.943 | 13,63 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 34.000 | -0,67 | 824 | -0,60 | ||||
| 2026-05-12 | 13F | Cloud Capital Management, LLC | 18.477 | 45,95 | 0 | |||||
| 2026-04-07 | 13F | Signaturefd, Llc | 25.951 | 168,53 | 629 | 168,80 | ||||
| 2026-05-15 | 13F | 10Elms LLP | 107.002 | 131,11 | 2.594 | 131,31 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 85.071 | -0,19 | 2.062 | -0,15 | ||||
| 2026-05-04 | 13F | Cfo Capital Management Llc | 11.735 | 26,11 | 284 | 26,22 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 9.925 | 0,00 | 241 | 0,00 | ||||
| 2026-05-13 | 13F | Wiregrass Investment Management Llc | 15.700 | 0,00 | 381 | 0,00 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 393 | 10 | ||||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 211.829 | 3,24 | 5.135 | 3,28 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 4.527 | 6,27 | ||||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 384.335 | 3,30 | 9.316 | 3,34 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 227.291 | -0,45 | 6 | 0,00 | ||||
| 2026-05-07 | 13F | Winthrop Partners - Wny, Llc | 219.403 | -1,84 | 5.318 | -1,79 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 252 | 0,00 | ||||||
| 2026-05-08 | 13F | Align Financial, LLC | 3.646 | -95,87 | 88 | 0,00 | ||||
| 2026-01-16 | 13F | Cyr Financial Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Gilbert & Cook, Inc. | 24.313 | -11,29 | 589 | -11,30 | ||||
| 2026-05-14 | 13F | Betterment LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Sachetta, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Godshalk Welsh Capital Management, Inc. | 90.025 | 6,70 | 2.182 | 6,75 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 8.557 | 2,63 | 207 | 2,48 | ||||
| 2026-05-05 | 13F | 4J Wealth Management LLC | 83.930 | -2,17 | 2.034 | -2,12 | ||||
| 2026-05-15 | 13F | PFG Private Wealth Management, LLC | 11.584 | -45,63 | 281 | -45,74 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 7.535 | 0,00 | 183 | 0,00 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 24.947 | 605 | ||||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 10.758 | 0,00 | 261 | 0,00 | ||||
| 2026-05-12 | 13F | Creative Planning | 209.513 | 2,02 | 5.079 | 2,07 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 166.583 | -3,74 | 4.038 | -3,72 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 19.023 | 461 | 0,00 | |||||
| 2026-05-11 | 13F | Cornerstone Planning, LLC | 287.167 | -51,76 | 6.973 | -51,70 | ||||
| 2026-02-04 | 13F | Centric Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Dearborn Partners Llc | 28.118 | 11,16 | 682 | 11,27 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 42.221 | -26,17 | 1.023 | -26,14 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 823 | 0,00 | 20 | 0,00 | ||||
| 2026-04-24 | 13F | Black Swift Group, LLC | 62.200 | -6,70 | 1.508 | -6,69 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 171.198 | 4.150 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 296.826 | 25,41 | 7.195 | 25,48 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 1 | -98,53 | 0 | -100,00 | ||||
| 2026-04-24 | 13F | 4Thought Financial Group Inc. | 184.581 | -0,82 | 4.474 | -0,78 | ||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 12.769 | -1,68 | 310 | -1,59 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 29.538 | 716 | ||||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 28.271 | 1 | ||||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 3.775 | 0,00 | 92 | 0,00 | ||||
| 2026-02-09 | 13F | Koesten, Hirschmann & Crabtree, INC. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Arcadia Investment Management Corp/mi | 1.500 | 0,00 | 36 | 0,00 | ||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 31.429 | 24,42 | 762 | 24,35 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 1.032.655 | 21,27 | 25.032 | 21,32 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 122.902 | -18,03 | 2.979 | -18,00 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | |||||||
| 2026-04-28 | 13F | Evergreen Private Wealth LLC | 148.662 | 1,48 | 3.604 | 1,52 | ||||
| 2026-05-04 | 13F | Mattern Capital Management, Llc | 10.495 | -54,11 | 254 | -54,15 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 31.575 | 4,79 | 765 | 4,79 | ||||
| 2026-04-23 | 13F | Kerntke Otto McGlone Wealth Management Group | 11.290 | -57,75 | 274 | -57,81 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 46.514 | 0,41 | 1.128 | 0,45 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 29.370 | -27,61 | 712 | -27,67 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 27.645 | -2,07 | 670 | -1,90 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 800 | 0,00 | 19 | 0,00 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 9.449 | 229 | ||||||
| 2026-04-10 | 13F | Financial Advisory Corp | 14.112 | -5,61 | 342 | -5,52 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 243.254 | 5.896 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 423.284 | 13,73 | 10 | 11,11 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 216.018 | -6,66 | 5.236 | -6,62 | ||||
| 2026-04-30 | 13F | Robinson Smith Wealth Advisors Llc | 22.802 | -19,29 | 553 | -19,30 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 63.400 | 0,00 | 1.537 | 0,00 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 940 | -29,11 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 676.932 | 15,43 | 16.409 | 117.100,00 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 12.800 | 310 | ||||||
| 2026-05-14 | 13F | Cowa, Llc | 24.606 | 28,20 | ||||||
| 2026-01-12 | 13F | Kozak & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Peloton Wealth Strategists | 299.140 | -0,89 | 7 | 0,00 | ||||
| 2026-05-01 | 13F | American Trust | 22.590 | 0,00 | 548 | 0,00 | ||||
| 2026-05-07 | 13F | Harbor Advisory Corp /ma/ | 67.891 | 0,00 | 1.646 | 0,06 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 48.257 | 1.166 | ||||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 55.728 | 15,31 | 1.351 | 15,38 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 15.130 | 0,00 | 367 | 0,00 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Littlejohn Financial Services, Inc. | 36.204 | 0,50 | 878 | 0,57 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 3.750.218 | -3,31 | 90.905 | -3,27 | ||||
| 2026-04-27 | 13F | Bulltick Wealth Management, LLC | 95.430 | -78,82 | 2.313 | -78,81 | ||||
| 2026-05-12 | 13F | Great Diamond Partners, LLC | 176.985 | 23,95 | 4.290 | 24,02 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 9.760 | 0,00 | 237 | 0,00 | ||||
| 2026-02-12 | 13F | Logan Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 14.661 | 0,01 | 355 | 0,00 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 29.569 | 0,00 | 717 | 0,00 | ||||
| 2026-04-22 | 13F | Yoder Wealth Management, Inc. | 12.950 | 0,00 | 314 | 0,00 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 2.520 | 0,00 | 61 | 0,00 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 309.783 | 17,46 | 7.509 | 17,51 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 137.313 | 17,05 | 3.328 | 17,10 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 8.022 | 50,08 | 194 | 50,39 | ||||
| 2026-04-13 | 13F | Stockman Wealth Management, Inc. | 17.071 | -6,04 | 414 | -6,14 | ||||
| 2026-05-11 | 13F | Madden Advisory Services, Inc. | 330.152 | 4,28 | 8.003 | 4,33 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 52.676 | -0,04 | 1.277 | 0,00 | ||||
| 2026-05-13 | 13F | Syon Capital Llc | 61.194 | 1.483 | ||||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 1.544 | 1,38 | 37 | 0,00 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 317.587 | -0,21 | 7.698 | -0,17 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 230.542 | 0,63 | 5.588 | 0,67 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 8.923 | 216 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 38.886 | -16,19 | 943 | -16,19 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 9.060 | 0,00 | 220 | 0,00 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 1.446.933 | -2,69 | 35.045 | -2,73 | ||||
| 2026-04-15 | 13F | Sightline Wealth Advisors, LLC | 103.227 | -36,68 | 2.502 | -36,66 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 41.429 | -4,57 | 1.004 | -4,47 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 422.914 | 2,38 | 10.251 | 2,43 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 9.060 | 220 | ||||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 174.842 | 1,92 | 4.238 | 1,97 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 23.606 | 20,03 | 572 | 20,17 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 186.627 | 0,59 | 4.524 | 0,62 | ||||
| 2026-04-10 | 13F | Windsor Capital Management, LLC | 9.606 | -4,97 | ||||||
| 2026-05-15 | 13F | Wick Capital Partners, LLC | 483.277 | 8,26 | 11.715 | 8,30 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 92.509 | 2.242 | ||||||
| 2026-04-14 | 13F | LifePlan Financial, LLC | 54.921 | -34,03 | 1.331 | -34,01 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 22.643 | 48,05 | 549 | 48,11 | ||||
| 2026-04-29 | 13F | First Interstate Bank | 30.949 | 0,49 | 750 | 0,54 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 26.985 | 7,14 | ||||||
| 2026-05-04 | 13F | Wellington Shields & Co., LLC | 14.420 | 0,00 | 350 | 0,00 | ||||
| 2026-04-23 | 13F | Members Wealth Llc | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Summit Asset Management, LLC | 20.621 | -0,01 | 500 | 0,00 | ||||
| 2026-05-22 | 13F/A | Summitry Llc | 14.968 | 29,39 | 363 | 29,29 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 4.842 | 0,00 | 117 | 0,00 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 240.600 | -4,71 | 5.823 | -4,84 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 306.232 | 5,96 | 7.423 | 6,01 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 481.235 | 21,35 | 11.665 | 21,41 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | OFS Enterprise LLC | 31.107 | 754 | ||||||
| 2026-04-20 | 13F | Kastel Capital Advisors, LLC | 22.464 | 0,00 | 544 | 0,00 | ||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 248.643 | -3,88 | 6.027 | -3,83 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 222.894 | -2,88 | 5 | 0,00 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 467.626 | -3,45 | 11.335 | -3,41 | ||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 20.018 | 0,68 | 485 | 0,83 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 38.880 | 942 | 0,86 | |||||
| 2026-04-28 | 13F | Northstar Group, Inc. | 13.001 | -1,04 | ||||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 40.704 | 0,16 | 1 | |||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 8.212 | 199 | -34,87 | |||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 12.312 | 0,00 | 298 | 0,00 | ||||
| 2026-04-08 | 13F | Tlwm | 35.730 | 0,00 | 866 | 0,12 | ||||
| 2026-04-17 | 13F | Trinity Wealth Management, LLC | 9.708 | 0,00 | 235 | 0,00 | ||||
| 2026-05-11 | 13F | Wrapmanager Inc | 80.826 | 2,52 | 1.959 | 2,57 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 7.829 | 245,35 | 190 | 250,00 | ||||
| 2026-05-04 | 13F | Autumn Glory Partners, LLC | 27.595 | 0,11 | 669 | 0,15 | ||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 220.392 | -11,53 | 5.331 | -11,68 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 1.256 | 31,93 | 30 | 30,43 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1.298.892 | 61,40 | 31.472 | 60,94 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 346.653 | 114,98 | 8.403 | 115,05 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 7.743 | -67,03 | 188 | -67,14 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 39.306 | -7,57 | 953 | -7,57 | ||||
| 2026-04-14 | 13F | Twin Cities Retirement Group LLC | 35.872 | 0,47 | 870 | 0,46 | ||||
| 2026-04-13 | 13F | Lee Financial Co | 19.330 | 469 | 0,00 | |||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 130.061 | -1,56 | 3.153 | -1,53 | ||||
| 2026-04-13 | 13F | Conrad Siegel Investment Advisors, Inc. | 70.095 | 42,32 | 1.699 | 42,41 | ||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 50.792 | 0,31 | 1.231 | 0,41 | ||||
| 2026-03-12 | 13F | Farmers National Bank | 57.183 | 6,46 | 1.386 | 6,13 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 4.614 | -10,10 | ||||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 10.568 | 1,01 | 256 | 1,19 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 753.280 | -2,69 | 18.260 | -2,65 | ||||
| 2026-04-20 | 13F | Minichmacgregor Wealth Management, Llc | 8.590 | 0,00 | 208 | 0,00 | ||||
| 2026-05-06 | 13F | Sound View Wealth Advisors Group, LLC | 1.981.257 | -1,59 | 48.026 | -1,55 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Monticello Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 785 | 0,64 | 19 | 5,56 | ||||
| 2026-04-29 | 13F | Penobscot Investment Management Company, Inc. | 107.622 | -4,35 | 2.609 | -4,33 | ||||
| 2026-05-13 | 13F | Baron Silver Stevens Financial Advisors, Llc | 66.433 | -2,70 | 1.610 | -2,66 | ||||
| 2026-01-14 | 13F | Matthew Goff Investment Advisor, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Redwood Financial Network Corp | 60.338 | 1,63 | 1.463 | 1,67 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 79.583 | 29,35 | 1.929 | 29,46 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 27.972 | 17,79 | 678 | 17,91 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1.018.078 | -5,49 | 24.678 | -5,46 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 101.769 | 125,11 | 2.467 | 125,21 | ||||
| 2026-05-07 | 13F | First National Trust Co | 421.948 | 10,04 | 10.228 | 10,10 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 591.702 | 59,53 | 14.343 | 59,59 | ||||
| 2026-04-13 | 13F | Trust Co | 12.153 | 0,33 | 295 | 0,34 | ||||
| 2026-04-28 | 13F | McGuire Investment Group, LLC | 361.392 | -2,21 | 8.760 | -2,17 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 9.785.471 | 0,19 | 237.200 | 0,23 | ||||
| 2026-04-13 | 13F | Breachway Investments LLC | 133.607 | 5,15 | 3.223 | 4,68 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 28.526 | -2,23 | 691 | -2,12 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 197.661 | 27,94 | 4.789 | 27,95 | ||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 34.386 | 200,95 | 834 | 201,81 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 2.924 | -0,78 | 71 | -1,41 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 9.399 | 0,00 | 228 | 0,00 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 13.642 | 0,00 | 331 | 0,00 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 14.305 | 0,00 | 347 | 0,00 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 2.583 | 0,00 | 0 | |||||
| 2026-05-08 | 13F | STAR Financial Bank | 11.934 | -63,26 | 289 | -63,28 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 9.891 | 240 | -4,02 | |||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 618.381 | 14,26 | 14.990 | 14,32 | ||||
| 2026-04-21 | 13F | Riverstone Advisors, LLC | 23.107 | 18,37 | 560 | 18,64 | ||||
| 2026-04-24 | 13F | United Community Bank | 3.652 | 89 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1.023.954 | -15,79 | 24.821 | -15,75 | ||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Reliant Wealth Planning | 54.694 | -3,08 | 1.326 | -3,07 | ||||
| 2026-04-22 | 13F | Straight Path Wealth Management | 34.423 | 1,35 | 834 | 1,46 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 656.994 | 2,67 | 15.926 | 2,72 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 146.863 | -1,43 | 3.560 | -1,41 | ||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 7.212 | 0 | ||||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Schmidt P J Investment Management Inc | 14.567 | 0,01 | 353 | 0,28 | ||||
| 2026-04-06 | 13F | IFS Advisors, LLC | 967.802 | 3,38 | 23.460 | 3,43 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 11.598 | 0,00 | 281 | 0,00 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-01 | 13F | Confluence Investment Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 953 | -9,25 | ||||||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 5.004 | -1,24 | ||||||
| 2026-01-27 | 13F | Steele Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Rubicon Advisors, GP | 3.011 | 26,78 | ||||||
| 2026-04-20 | 13F | One + One Wealth Management, Llc | 13.441 | -77,45 | 326 | -77,49 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 4.825 | 117 | ||||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 15.881 | 21,32 | 385 | 21,14 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 395.319 | 5,26 | 9.583 | 5,30 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 3.820 | -45,89 | 93 | -46,20 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 14.336 | -2,90 | 348 | -2,80 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 29.948 | -15,60 | 726 | -15,60 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 1.797 | 44 | ||||||
| 2026-04-13 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 2.000 | 0,00 | 48 | 0,00 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 2.000 | 48 | ||||||
| 2026-04-06 | 13F | Private Client Services, Llc | 62.234 | 1.509 | ||||||
| 2026-05-08 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 207 | 0,00 | ||||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 257.844 | 20,31 | 6.230 | 19,97 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 73.579 | 1,38 | 1.784 | 1,42 | ||||
| 2026-05-06 | 13F | CNB Bank | 3.700 | -0,96 | 90 | -1,11 | ||||
| 2026-04-08 | 13F | Nestegg Advisors, Inc. | 9.322 | -59,62 | 226 | -59,75 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 137.080 | 1,04 | 3.323 | 1,06 | ||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 3.300 | 80 | ||||||
| 2026-04-16 | 13F | Beese Fulmer Investment Management, Inc. | 147.979 | -2,69 | 3.587 | -2,63 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 10.516 | -32,96 | 255 | -33,16 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 22.722 | 4,38 | 551 | 4,36 | ||||
| 2026-04-30 | 13F | Sonata Capital Group Inc | 146.103 | -0,71 | 3.542 | -0,67 | ||||
| 2026-02-13 | 13F | Barclays Plc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Timber Creek Capital Management LLC | 39.866 | 0,54 | 966 | 0,63 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Truist Financial Corp | 866.738 | 4,31 | 21.010 | 4,35 | ||||
| 2026-02-04 | 13F | Summit Wealth Group Llc / Co | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 209.114 | 5,10 | 5.069 | 5,15 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 70.061 | 2,18 | 1.698 | 2,23 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 2.139 | 52 | ||||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 621 | 0,00 | 15 | 0,00 | ||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 8.325 | 0,00 | 202 | 0,00 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 23.637 | -25,71 | 571 | -25,84 | ||||
| 2026-05-04 | 13F | Gratus Wealth Advisors, LLC | 1.496.505 | 4,17 | 36.275 | 4,22 | ||||
| 2026-05-14 | 13F | Van Hulzen Asset Management, LLC | 15.873 | 69,44 | 385 | 69,91 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 485 | 0,00 | 0 | |||||
| 2026-04-15 | 13F | Sarver Vrooman Wealth Advisors | 3.038 | -99,83 | 74 | -99,83 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1.408.626 | 25,45 | 34.131 | 126.311,11 | ||||
| 2026-05-15 | 13F | Greenline Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 211.425 | 5.125 | -0,58 | |||||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 94.583 | -9,39 | 2.293 | -9,37 | ||||
| 2026-05-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 29.441 | 28,27 | 714 | 28,24 | ||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 2.359 | 0,64 | 57 | 1,79 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 249.174 | 13,39 | 6.040 | 13,43 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 16.352 | 0,00 | 396 | 0,00 | ||||
| 2026-04-29 | 13F | Strid Group, LLC | 605.901 | 2,78 | 14.687 | 2,82 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 9.110 | 221 | ||||||
| 2026-05-12 | 13F | Keeler THomas Management LLC | 111.058 | -70,39 | 2.692 | -70,38 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 22.172 | 21,47 | 537 | 21,49 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 1.392.870 | 8,96 | 33.763 | 9,00 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 5.311 | 129 | ||||||
| 2026-05-11 | 13F | Rebalance, Llc | 760.385 | -1,60 | 18.432 | -1,56 | ||||
| 2026-05-21 | 13F | JDM Financial Group LLC | 27.134 | -2,85 | 658 | -2,81 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 809.589 | 7,52 | 19.624 | 7,57 | ||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 2.000 | 0,00 | 48 | 0,00 | ||||
| 2026-04-01 | 13F | Signature Wealth Management Group | 232.146 | -1,11 | 5.627 | -1,07 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 21.812 | -20,06 | 527 | -20,42 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 9.594 | 0 | ||||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 1.066 | -0,65 | 26 | 0,00 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 544.053 | -14,54 | 13.188 | -14,51 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 17.615 | 16,54 | 427 | 16,39 | ||||
| 2026-05-12 | 13F | Alliance Wealth Advisors, LLC /UT | 564 | -32,74 | ||||||
| 2026-04-02 | 13F | Horizons Wealth Management | 10.683 | -9,94 | 259 | -10,10 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 14.356 | -6,83 | 348 | -6,97 | ||||
| 2026-05-13 | 13F | Bradley & Co. Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | TFR Capital, LLC. | 124.358 | 54,82 | 3.014 | 54,88 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 253.392 | -3,99 | 6.142 | -3,96 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 10.487 | 0,76 | 254 | 0,40 | ||||
| 2026-04-27 | 13F | TABR Capital Management, LLC | 995.431 | 1,86 | 24.129 | 1,90 | ||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 751.427 | 4,12 | 18.215 | 4,17 |
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