IEF CL - iShares Trust - iShares 7-10 Year Treasury Bond ETF Ações - Preço das Ações, Propriedade Institucional, Acionistas

iShares Trust - iShares 7-10 Year Treasury Bond ETF
CL ˙ SNSE ˙ US4642874402
Estatísticas Básicas
Proprietários Institucionais 1133 total, 1118 long only, 1 short only, 14 long/short - change of 3.06% MRQ
Alocação Média no Portfólio 0.9732 % - change of -0.81% MRQ
Ações Institucionais (Longas) 452,350,902 (ex 13D/G) - change of 36.97MM shares 8.85% MRQ
Valor Institucional (Longa) $ 42,676,101 USD ($1000)
Propriedade Institucional e Acionistas

iShares Trust - iShares 7-10 Year Treasury Bond ETF (CL:IEF CL) tem 1133 proprietários e acionistas institucionais que enviaram os formulários 13D/G ou 13F para a Comissão de Valores Mobiliários (SEC). Essas instituições possuem um total de 452,350,902 ações. Os maiores acionistas incluem Fisher Asset Management, LLC, Fmr Llc, Jpmorgan Chase & Co, Bank Of America Corp /de/, Ameriprise Financial Inc, Envestnet Asset Management Inc, Morgan Stanley, Pnc Financial Services Group, Inc., Raymond James Financial Inc, and Ronald Blue Trust, Inc. .

iShares Trust - iShares 7-10 Year Treasury Bond ETF (SNSE:IEF CL) a estrutura de propriedade institucional mostra as posições atuais na empresa por instituições e fundos, bem como as últimas mudanças no tamanho da posição. Os principais acionistas podem incluir investidores individuais, fundos mútuos, fundos de cobertura ou instituições. O Schedule 13D indica que o investidor possui (ou possuía) mais de 5% da empresa e pretende (ou pretendia) buscar ativamente uma mudança na estratégia de negócios. O Schedule 13G indica um investimento passivo de mais de 5%.

Pontuação do Sentimento do Fundo

A Pontuação do Sentimento do Fundo (anteriormente conhecida como Pontuação de Acumulação de Propriedade) identifica as ações que estão sendo mais compradas pelos fundos. É o resultado de um modelo quantitativo sofisticado e multifatorial que identifica empresas com os maiores níveis de acumulação institucional. O modelo de pontuação utiliza uma combinação do aumento total em proprietários divulgados, as mudanças nas alocações de portfólio desses proprietários e outras métricas. O número varia de 0 a 100, com números mais altos indicando um nível maior de acumulação em relação aos seus pares, sendo 50 a média.

Frequência de Atualização: Diariamente

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Arquivamentos 13F e NPORT

Detalhes sobre Formulários 13F são gratuitos. Detalhes sobre Formulários NP requerem uma assinatura premium. Linhas verdes indicam novas posições. Linhas vermelhas indicam posições fechadas. Clique no ícone de link para ver o histórico completo de transações.

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Data do Arquivo Fonte Investidor Tipo Preço Médio
(Est)		 Ações Δ Ações
(%)		 Valor
Reportado
(US$1000)		 Δ Valor
(%)		 Aloc. de Portf.
(%)
2026-04-14 13F Tran Capital Management, L.p. 3,450 0.00 329 -0.60
2026-04-21 13F Huntleigh Advisors, Inc. 2,132 203
2026-05-14 13F BTG Pactual Asset Management US LLC 20,964 177.49 1,983 177.73
2026-05-01 13F Midwest Trust Co 22,649 -5.14 2,162 -5.84
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,377 0.00 322 -0.62
2026-04-27 13F Strathmore Capital Advisors, Inc. 3,595 0.81 344 0.29
2026-05-01 13F Signature Resources Capital Management, LLC 15 -78.57 1 -83.33
2026-05-15 13F Toroso Investments, LLC 70,995 191.52 6,772 189.28
2026-05-04 13F Archer Investment Corp 5,514 -4.68 526 -5.40
2026-04-16 13F Triad Wealth Partners, LLC 22,840 28.66 2,180 27.65
2026-04-20 13F Obermeyer Wood Investment Counsel, Lllp 7,645 -0.96 730 -1.75
2026-04-30 13F Acorn Wealth Advisors, LLC 6,827 -29.73 652 -30.30
2026-04-27 13F JB Capital LLC 13,323 17.90 1,272 17.03
2026-05-07 13F TCTC Holdings, LLC 0 -100.00 0
2026-05-15 13F Constant Guidance Financial LLC 0 -100.00 0
2026-05-15 13F Morgan Stanley 12,781,391 -24.99 1,219,856 -25.55
2026-05-05 13F Meridian Management Co 131,364 6.85 12,537 6.06
2026-05-07 13F MONECO Advisors, LLC 2,658 -11.28 254 -12.15
2026-05-14 13F Level Four Advisory Services, Llc 8,021 3.10 766 2.27
2026-05-15 13F Warren Averett Asset Management, LLC 151,802 14.13 14,488 13.28
2026-04-22 13F Stone House Investment Management, LLC 0 -100.00 0
2026-05-04 13F Stirlingshire Investments, Inc. 2,883 -0.10 275 -0.72
2026-05-13 13F Franklin Resources Inc 2,760 -1.78 263 -2.59
2026-01-06 13F Ransom Advisory, Ltd 5,502 529
2026-04-17 13F Nottingham Advisors, Inc. 3,723 0.00 355 -0.84
2026-05-15 13F Lifetime Wealth Management P.C. 11,088 6.17 1,058 5.38
2026-04-22 13F Detalus Advisors, LLC 2,890 16.02 276 15.06
2026-04-27 13F Greenleaf Trust 959,941 24.74 91,617 23.81
2026-04-20 13F Banque Cantonale Vaudoise 1,199 -54.70 114 -55.12
2026-05-06 13F Cornerstone Planning Group LLC 339 44.26 32 40.91
2026-05-06 13F Fiduciary Wealth Partners, LLC 4,936 471
2026-02-13 13F Aviso Financial Inc. 0 -100.00 0
2026-05-07 13F Jefferies Financial Group Inc. Call 80,000 7,635
2026-05-05 13F D.a. Davidson & Co. 68,836 1,329.91 6,570 1,321.86
2026-05-08 13F Banco Santander, S.A. 337,380 78.45 32,200 77.11
2026-05-15 13F United Capital Financial Advisers, Llc 84,584 -8.10 8,070 -8.81
2026-02-17 13F GAM Holding AG 68,000 0.00 6,536 -0.35
2026-05-07 13F Jefferies Financial Group Inc. 181,439 17,317
2026-05-12 13F Bnp Paribas Arbitrage, Sa 182,802 69.97 17,447 68.71
2026-05-01 13F Emerald Investment Partners, Llc 5,474 -5.41 522 -6.12
2026-04-09 13F Acropolis Investment Management, LLC 74,365 4.48 7,097 3.70
2026-02-17 13F Prelude Capital Management, Llc 0 -100.00 0
2026-01-15 13F Burns Matteson Capital Management, LLC 0 -100.00 0
2026-04-23 13F SageGuard Financial Group, LLC 67,712 1,817.64 6,462 1,806.19
2026-01-30 13F North Star Investment Management Corp. 0 -100.00 0
2026-04-30 13F Fortune Financial Advisors, LLC 9,967 -2.08 951 -2.76
2026-02-05 13F Tucker Asset Management Llc 315 -12.01 30 -11.76
2026-04-21 13F Savior LLC 21,778 4.35 2,078 3.59
2026-04-29 13F Richmond Investment Services, LLC 17,867 1,705
2026-02-13 13F Magnolia Capital Advisors Llc 0 -100.00 0
2026-05-06 13F Dunhill Financial, LLC 7 1 -100.00
2026-05-15 13F Point72 Asset Management, L.P. 63,505 6,061
2026-05-15 13F Point72 Asset Management, L.P. Call 289,800 7.73 27,659 6.92
2026-05-04 13F Barrett & Company, Inc. 460 0.00 44 -2.27
2026-05-14 13F Biondo Investment Advisors, LLC 18,574 7.98 1,773 7.13
2026-05-15 13F Point72 Asset Management, L.P. Put 247,800 98.88 23,650 97.40
2026-04-30 13F Mascoma Wealth Management LLC 5 0
2026-05-15 13F Quadcap Wealth Management, LLC 6,620 6.64 632 5.87
2025-12-15 13F FNY Investment Advisers, LLC 0 -100.00 0
2026-04-13 13F Hudson Capital Management LLC 3,419 4.49 326 3.82
2026-04-17 13F Worth Asset Management, LLC 44,788 -9.66 4,275 -10.34
2026-02-26 13F Ssa Swiss Advisors Ag 39,403 -33.64 3,790 -33.84
2026-04-22 13F Red Door Wealth Management, LLC 5,202 496
2026-05-07 13F Transce3nd, LLC 0 -100.00 0
2026-04-21 13F Vise Technologies, Inc. 10,433 0.00 1,003 0.00
2026-04-22 13F WestEnd Advisors, LLC 779,648 2.98 74,411 2.21
2026-05-14 13F Raymond James Financial Inc 6,801,357 9.62 649,121 8.80
2026-05-15 13F MGO Private Wealth, LLC 5,110 -92.18 488 -92.25
2026-04-24 13F Heritage Oak Wealth Advisors Llc 0 -100.00 0
2026-02-03 13F Juniper Hill Capital Management, LP 744,199 0.00 71,562 -0.31
2026-02-13 13F Citigroup Inc Put 0 -100.00 0 -100.00
2026-05-11 13F Citigroup Inc 345,937 -58.44 33,016 -58.75
2026-02-13 13F Citigroup Inc Call 0 -100.00 0 -100.00
2026-05-13 13F Mariner, LLC 317,312 -85.43 30,284 -85.54
2026-05-06 13F Centennial Bank/AR/ 1,896 -49.40 181 -50.00
2026-05-12 13F Werba Rubin Papier Wealth Management 172,554 20.68 16,469 19.78
2026-05-13 13F Sherman Porfolios, Llc 158,623 15,139
2026-05-15 13F Sun Financial Inc 57,978 -1.09 5,465 -3.05
2026-04-27 13F Certior Financial Group, Llc 29,456 14.12 2,811 13.30
2026-05-15 13F GWM Advisors LLC 0 -100.00 0
2026-04-09 13F PFS Partners, LLC 567 0.00 54 0.00
2026-04-13 13F JCIC Asset Management Inc. 2,145 0.00 205 -0.97
2026-05-13 13F Lunt Capital Management, Inc. 3,883 -0.49 371 -1.33
2026-05-15 13F Larch Capital Partners Llc 105,503 10,069
2026-05-07 13F Greykasell Wealth Strategies, Inc. 353 43.50 34 43.48
2026-05-14 13F Us Bancorp \de\ 274,672 4.11 26,215 3.33
2026-04-28 13F Fortitude Advisory Group L.L.C. 25,891 -2.96 2,471 -3.66
2026-04-15 13F Founders Grove Wealth Partners, Llc 4,975 -7.53 475 -8.32
2026-05-26 13F Axiom Investment Management LLC 65 6
2026-04-01 13F Bangor Savings Bank 185 -1.60 18 -5.56
2026-04-28 13F Winthrop Capital Management, LLC 6,323 -75.87 1 -100.00
2026-05-15 13F Independent Family Office, LLC 4,969 0.00 474 -0.63
2026-04-29 13F Kaydan Wealth Management, Inc. 193,841 -28.16 18,500 -28.70
2026-05-14 13F Coastal Bridge Advisors, LLC 50,309 18.78 4,801 17.90
2026-04-17 13F/A Founders Financial Securities Llc 3,047 -23.94 291 -24.68
2026-01-23 13F Aspect Partners, LLC 0 -100.00 0
2026-04-15 13F Spirit Of America Management Corp/ny 3,719 -13.05 355 -13.63
2026-01-12 13F Salem Investment Counselors Inc 0 -100.00 0
2026-04-08 13F Dynamic Advisor Solutions LLC 2,672 14.24 255 13.84
2026-04-10 13F/A WLTH Capital Management, LLC 172,835 4.20 16,495 2.31
2026-05-08 13F Elevation Advisory Partners LLC 2,556 245
2026-05-01 13F Patten & Patten Inc/tn 6,397 3.88 611 3.04
2026-04-08 13F AAFMAA Wealth Management & Trust LLC 191,257 1.39 18,254 0.63
2026-02-11 13F Shared Vision Wealth Group LLC 0 -100.00 0
2026-05-15 13F Strive Financial Group ,LLC 53 60.61 5 66.67
2026-05-15 13F Bramshill Investments, LLC 3,291 1.32 314 0.64
2026-05-14 13F Spreng Capital Management, Inc. 6,553 -32.36 625 -32.87
2026-04-30 13F Beirne Wealth Consulting Services, LLC 36,945 -30.18 3,527 -30.69
2026-05-15 13F CI Private Wealth, LLC 156,632 30.43 12,088 4.68
2026-04-27 13F Canal Capital Management, LLC 41,654 1.53 3,975 0.76
2026-05-05 13F Gallagher Capital Advisors, LLC 31,764 4,809
2026-05-07 13F VisionPoint Advisory Group, LLC 22,810 93.37 2,177 91.89
2026-05-12 13F Ally Invest Advisors Inc. 1,070,158 7.17 102,135 6.37
2026-05-15 13F Beacon Pointe Advisors, LLC 202,713 89.45 19,347 88.04
2026-04-15 13F Diligent Investors, LLC 2,451 0.25 234 -0.85
2026-05-15 13F Squarepoint Ops LLC Call 0 -100.00 0
2026-04-23 13F Lazari Capital Management, Inc. 2,729 -0.66 260 -1.52
2026-04-23 13F SevenBridge Financial Group, LLC 17,400 -1.30 1,662 -1.89
2026-05-07 13F Meeder Asset Management Inc 196,525 -69.87 18,756 -70.09
2026-05-14 13F Migdal Insurance & Financial Holdings Ltd. 36,783 -4.85 3,511 116,900.00
2026-05-06 13F Gerber Kawasaki Wealth & Investment Management 17,625 21.85 1,682 21.01
2026-04-27 13F Koshinski Asset Management, Inc. 32,771 6.18 3,128 5.39
2026-05-13 13F Adviser Investments LLC 0 -100.00 0
2026-02-13 13F Kensington Asset Management, LLC 0 -100.00 0
2026-05-05 13F Putnam Fl Investment Management Co 193,523 1.91 18,470 1.14
2026-05-15 13F Turim 21 Investimentos Ltda. 6,026 178.21 575 176.44
2026-05-14 13F Spectrum Strategic Capital Management, LLC 43,849 15.00 4,185 14.13
2026-05-15 13F Jones Financial Companies Lllp 150,126 16.62 14,202 14.73
2026-05-15 13F Eagle Global Advisors Llc 21,302 -2.36 2,033 -3.05
2026-05-05 13F LFA - Lugano Financial Advisors SA 28,863 0.00 2,736 -1.41
2026-05-14 13F Baird Financial Group, Inc. 2,724,472 1.10 260,024 0.34
2026-01-21 13F Future Financial Wealth Managment LLC 0 -100.00 0
2026-04-29 13F Cary Street Partners Financial Llc 6,950 -0.37 663 -1.04
2026-04-14 13F Joule Financial, LLC 328,296 15.51 31,333 14.65
2026-02-17 13F Bank Of America Corp /de/ Put 0 -100.00 0 -100.00
2026-04-24 13F Pw Advisors, Llc \ Fl 19,415 1,853
2026-04-27 13F Sound Income Strategies, LLC 2,436 80.18 232 79.07
2026-05-14 13F Pinnbrook Capital Management Lp 0 -100.00 0
2026-02-06 13F Global Retirement Partners, LLC 39,476 17.50 3,796 17.13
2026-05-13 13F Headlands Technologies LLC 0 -100.00 0
2026-05-15 13F Advisors Asset Management, Inc. 3,318 -37.63 317 -38.16
2026-02-03 13F Maxi Investments CY Ltd 0 -100.00 0
2026-04-30 13F Sollinda Capital Management LLC 133,571 8.18 12,748 7.37
2026-05-14 13F Hilltop Holdings Inc. 3,660 -94.69 349 -94.74
2026-02-17 13F Bank Of America Corp /de/ Call 0 -100.00 0 -100.00
2026-01-29 13F Comerica Bank 110,342 23.91 10,611 23.53
2026-04-09 13F Pacifica Partners Inc. 6,753 -6.93 645 -7.60
2026-05-13 13F Graybill Bartz & Assoc Ltd 96,961 2.30 9,254 1.53
2026-04-22 13F Avalon Advisory Group 925,015 4.17 88,283 3.39
2026-05-04 13F Wealthgarden F.s. Llc 0 -100.00 0
2026-04-28 13F Berger Financial Group, Inc 4,289 5.15 409 4.34
2026-05-07 13F Northwestern Mutual Wealth Management Co 4,850,856 5.25 462,966 4.46
2026-02-12 13F Litman Gregory Asset Management LLC 64,206 -1.59 6,174 -1.89
2026-02-14 13F Berkshire Asset Management Llc/pa 0 -100.00 0
2026-05-11 13F Bailard, Inc. 5,210 497
2026-05-07 13F Summit Global Investments 346,492 476.65 33 560.00
2026-02-12 13F Empower Advisory Group, LLC 0 -100.00 0 -100.00
2026-05-01 13F Hantz Financial Services, Inc. 252,066 -33.43 24 -33.33
2026-03-31 13F Sankala Group LLC 6 0.00 1
2026-02-13 13F Wells Fargo & Company/mn Put 0 -100.00 0 -100.00
2026-05-14 13F Captrust Financial Advisors 5,365,982 -7.18 512,128 -7.87
2026-05-12 13F Mitsubishi UFJ Trust & Banking Corp 168,547 0.00 16,086 -0.75
2026-04-17 13F Brown, Lisle/cummings, Inc. 72 22.03 7 20.00
2026-04-13 13F St Germain D J Co Inc 1,444 2.34 138 1.48
2026-04-17 13F Krilogy Financial LLC 25,145 -26.34 2,399 -26.86
2026-04-29 13F Strategic Financial Group, LLC 101,245 9,663
2026-04-22 13F Motco 44 0.00 4 0.00
2026-04-14 13F West Branch Capital LLC 242 4.31 23 4.55
2026-04-30 13F Sequoia Financial Advisors, LLC 22,401 121.70 2,138 120.08
2026-05-08 13F Maia Wealth LLC 3,650 -33.92 348 -34.83
2026-05-12 13F Alerus Financial Na 886 -3.90 85 -4.55
2026-05-11 13F Tulsa Wealth Advisors, INC 249,260 23,789
2026-05-05 13F SOUTH STATE Corp 4,619 1.23 441 0.46
2026-05-11 13F Aptus Capital Advisors, LLC 20,021 -1.62 1,911 -2.35
2026-04-16 13F Montecito Bank & Trust 4,829 -1.47 461 -2.34
2026-05-11 13F Aptus Capital Advisors, LLC Call 703,000 -21.23 67,094 -21.82
2026-05-13 13F Invst, LLC 12,702 95.33 1,212 93.92
2026-04-20 13F Hilton Head Capital Partners, LLC 88 -11.11 8 -11.11
2026-05-04 13F Y.D. More Investments Ltd 100 0.00 10 0.00
2026-06-01 13F Integrated Investment Consultants, LLC 2,157 0.00 206 -0.97
2026-04-16 13F Cambridge Advisors Inc. 6,571 0.00 627 -0.63
2026-04-22 13F Portus Wealth Advisors, LLC 69 7
2026-05-05 13F West Paces Advisors Inc. 305,140 4.33 29,123 3.55
2026-05-15 13F Advisor Group Holdings, Inc. 422,495 -48.33 40,331 -48.71
2026-05-15 13F Wellington Management Group Llp Put 191,746 4,331
2026-04-20 13F Focused Wealth Management, Inc 40,699 15.16 3,884 14.30
2026-05-13 13F Buckingham Strategic Partners 10,255 89.38 979 88.08
2026-05-01 13F Beverly Hills Private Wealth, LLC 8,565 817
2026-05-15 13F Real Talk Capital, LLC 15,309 21.83 1,461 20.94
2026-04-21 13F International Private Wealth Advisors LLC 4,264 16.50 407 15.67
2026-05-15 13F Hyundai Investments Co., Ltd. 3,463 -17.27 330 -18.36
2026-05-04 13F Mirae Asset Global Investments Co., Ltd. 451,933 -3.63 43,132 -4.35
2026-02-13 13F Ripple Effect Asset Management LP Put 0 -100.00 0
2026-04-08 13F Erickson Financial Group, LLC 26,657 12.47 2,544 11.63
2026-05-07 13F Facet Wealth, Inc. 2,356 -1.38 225 -2.18
2026-04-24 13F James Investment Research Inc 61,680 -2.37 5,887 -3.11
2026-01-30 13F First Citizens Investor Services, Inc. 6,309 27.61 607 27.31
2026-04-07 13F/A CenturyLink Investment Management Co 746,500 71,246
2026-05-14 13F EP Wealth Advisors, Inc. 58,967 1,800.32 5,628 1,788.26
2026-04-28 13F Raleigh Capital Management Inc. 1 0.00 0
2026-05-05 13F Napier Financial, LLC 67 6
2026-05-12 13F Anchor Capital Advisors Llc 198,823 -14.23 18,976 -14.87
2026-05-15 13F Lazard Asset Management Llc 44,590 1.85 4,256 1.07
2026-05-15 13F Goldman Sachs Group Inc Put 4,737,300 -59.94 452,128 -60.24
2026-04-30 13F Summa Corp. 13,827 -0.61 1,320 -1.35
2026-05-12 13F Ameritas Advisory Services, LLC 15,934 4.27 1,521 3.47
2026-05-15 13F SIMA Wealth Partners, LLC 66 0.00 6 0.00
2026-04-08 13F Northstar Advisory Group, LLC 107,211 -56.45 10,232 -56.78
2026-04-24 13F Balentine LLC 65 0.00 6 0.00
2026-05-21 13F BankChampaign, National Association 758 -85.82 72 118.18
2026-01-28 13F HB Wealth Management, LLC 0 -100.00 0
2026-04-27 13F Beacon Advisors Holdings, Llc 45,191 4,313
2026-04-06 13F Highline Wealth Partners Llc 1,285 8.07 123 7.02
2026-05-15 13F Goldman Sachs Group Inc Call 2,708,800 313.56 258,528 310.46
2026-05-01 13F Connecticut Wealth Management, LLC 6,372 608
2026-05-07 13F AlphaCentric Advisors LLC 8,031 170.86 766 168.77
2026-05-15 13F Cardiff Park Advisors, Llc 242 -85.95 23 -86.06
2026-05-15 13F Susquehanna International Group, Llp Call 1,040,500 39.33 99,305 38.28
2026-05-15 13F Susquehanna International Group, Llp Put 1,681,700 35.71 160,501 34.69
2026-01-23 13F Bowman & Co S.C. 5,817 -18.14 559 -18.39
2026-05-15 13F Brown Advisory Inc 325,298 25.21 31,046 24.27
2026-05-15 13F Kinloch Capital, LLC 5,871 0.00 560 -0.71
2026-05-12 13F Ausdal Financial Partners, Inc. 16,939 10.35 1,617 9.49
2026-04-23 13F Willis Johnson & Associates, Inc. 239,754 -7.15 22,882 -7.85
2026-05-15 13F Susquehanna International Group, Llp 51,152 829.36 4,882 822.68
2026-04-16 13F Klaas Financial Asset Advisors, LLC 0 -100.00 0
2026-05-06 13F Atlantic Trust, LLC 99 0.00 9 0.00
2026-04-16 13F Forbes J M & Co Llp 2,704 -1.02 258 -1.53
2026-04-16 13F Toth Financial Advisory Corp 188 -73.18 18 -74.63
2026-05-04 13F J. Safra Sarasin Holding AG 33,165 6.38 3,165 5.61
2026-04-23 13F waypoint wealth counsel 17,694 -6.15 1,689 -6.84
2026-05-12 13F Carr Financial Group Corp 12,409 0.10 1,184 -0.67
2026-05-13 13F Ubs Asset Management Americas Inc 34,861 2,513.27 3,327 2,499.22
2026-04-17 13F Paragon Capital Management Inc 140,101 13.98 13,371 13.13
2026-05-05 13F West Michigan Advisors, Llc 3,075 10.93 293 10.15
2026-02-13 13F Soros Fund Management Llc 0 -100.00 0
2026-05-13 13F BCJ Capital Management, LLC 23,791 -7.34 2,271 -8.02
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 1 0
2026-04-27 13F Plimoth Trust Co Llc 2,490 0.00 238 -0.84
2026-01-08 13F American National Bank of Texas 0 -100.00 0
2026-05-12 13F Crusonia Wealth Advisors LLC 7,690 734
2026-04-24 13F Capital Asset Advisory Services LLC 11,284 -4.09 1,081 -4.51
2026-05-07 13F First Command Advisory Services, Inc. 108 0.00 10 0.00
2026-04-21 13F J.E. Simmons & Co., P.C. 4,226 0.00 403 -0.74
2026-05-11 13F RiverFront Investment Group, LLC 1,110,125 10,768.66 105,950 10,689.21
2026-04-29 13F Horst & Graben Wealth Management LLC 3,702 32.93 353 31.84
2026-04-07 13F Comprehensive Financial Planning, Inc./PA 0 -100.00 0
2026-05-06 13F TCFG Investment Advisors, LLC 3,216 307
2026-05-15 13F MAI Capital Management 627,232 6.87 59,863 6.07
2026-05-14 13F Bank Of Nova Scotia 0 -100.00 0
2026-04-15 13F Raub Brock Capital Management LP 762,422 -2.98 72,766 -3.70
2026-05-07 13F Sage Advisory Services, Ltd.Co. 42,937 5.80 4,098 5.02
2026-05-11 13F High Note Wealth, LLC 103,026 -0.96 9,833 -1.70
2026-04-10 13F Armstrong Advisory Group, Inc 19,433 -97.25 1,855 -97.27
2026-05-12 13F Partners Capital Investment Group, Llp 544,561 8.87 51,973 8.05
2026-05-04 13F Retirement Planning Group 3,677 14.33 351 13.27
2026-05-13 13F Cambridge Associates Llc /ma/ /adv 201,989 14.80 19,278 13.94
2026-05-13 13F Dow Chemical Co /de/ 40,176 8.51 3,834 7.70
2026-04-28 13F Busey Wealth Management 2,214 0.00 211 -0.47
2026-02-17 13F High Falls Advisors, Inc 4,062 -4.51 391 -4.88
2026-04-24 13F Luminist Capital LLC 0 -100.00 0
2026-04-27 13F Mosley Wealth Management 1,042 101
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 1,002,923 32.73 96 31.94
2026-04-24 13F Patten Group, Inc. 3,218 -12.27 307 -12.78
2026-04-20 13F Ronald Blue Trust, Inc. 6,475,952 5.80 618,065 5.00
2026-05-13 13F Delphi Financial Group, Inc. 11,900 1,136
2026-04-23 13F Capital Investment Counsel, LLC 2,377 -4.73 227 -5.44
2026-05-13 13F O'shaughnessy Asset Management, Llc 426,317 13.00 40,688 12.15
2026-05-06 13F Morgan Dempsey Capital Management Llc 172 0.00 16 0.00
2026-05-12 13F M Holdings Securities, Inc. 19,589 -0.46 2 0.00
2026-05-15 13F Equitable Holdings, Inc. 172,372 23.89 16,571 23.86
2026-04-21 13F Trilogy Capital Inc. 45,915 -71.25 4,382 -71.46
2026-04-21 13F Biltmore Wealth Management, LLC 19,558 3.00 1,867 2.19
2026-04-10 13F Country Trust Bank 105 0.00 10 0.00
2026-05-20 13F Leigh Baldwin & Co., Llc 11,486 -4.67 1,096 -5.44
2026-05-15 13F Common Fund For Nonprofit Organizations 90,719 -0.76 8,658 -1.50
2026-04-03 13F Investors Research Corp 41 -59.41 4 -66.67
2026-04-28 13F Stephens Inc /ar/ 41,645 1.32 3,975 0.56
2026-04-15 13F Silverlake Wealth Management Llc 4,329 413
2026-02-17 13F LMR Partners LLP Put 0 -100.00 0 -100.00
2026-04-21 13F Venturi Wealth Management, LLC 3,520 336
2026-05-05 13F IMC-Chicago, LLC 35,009 105.80 3,341 104.34
2026-05-12 13F Cadence Wealth Management LLC 119,624 44.03 11,417 42.95
2026-05-06 13F Dorsey Wright & Associates 103,243 206.93 9,853 204.57
2026-05-14 13F Beaumont Capital Management, LLC 12,421 121.25 1,185 119.85
2026-04-14 13F Legacy Trust 3,500 334
2026-05-05 13F Prosperity Consulting Group, LLC 6,269 -2.44 598 -3.08
2026-04-17 13F Ambassador Advisors, LLC 6,614 -0.65 631 -1.41
2026-04-28 13F Shayne & Co., Llc 3,040 0.00 290 -0.68
2026-05-01 13F Consilio Wealth Advisors, Llc 62,088 5,926
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 19,754 14.44 1,885 13.62
2026-04-20 13F Breakwater Capital Group 8,494 31.06 811 30.02
2026-05-07 13F Zevin Asset Management Llc 13,122 7.44 1,252 6.64
2026-05-14 13F Solstein Capital, LLC 27,990 -18.03 2,671 -18.64
2026-04-23 13F Farmers & Merchants Investments Inc 400 0.00 38 0.00
2026-04-22 13F Continuum Advisory, LLC 2,502 -54.94 239 -55.35
2026-02-11 13F Eldridge Investment Advisors, Inc. 0 -100.00 0
2026-04-14 13F Banque Pictet & Cie Sa 5,456 0.00 521 -0.76
2026-05-04 13F Bank Hapoalim Bm 1
2026-05-11 13F Portland Global Advisors LLC 188,771 -0.52 18,016 -1.26
2026-01-13 13F Sage Advisors, Llc 8,008 770
2026-05-15 13F/A Independent Financial Group, Llc 14,175 -0.42 1,353 -1.17
2026-04-08 13F Mma Asset Management Llc 0 -100.00 0
2026-05-15 13F Barclays Plc Put 0 -100.00 0 -100.00
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100.00 0
2026-05-14 13F Fca Corp /tx 37,346 6.53 3,564 5.76
2026-05-15 13F Barclays Plc Call 0 -100.00 0 -100.00
2026-05-20 13F/A Arete Wealth Advisors, LLC 36,924 -52.05 3,529 50,300.00
2026-04-28 13F ORG Wealth Partners, LLC 26,904 34.98 2,568 33.98
2026-05-15 13F Barclays Plc 0 -100.00 0 -100.00
2026-05-14 13F Colony Group, LLC 0 -100.00 0 -100.00
2026-04-08 13F Miracle Mile Advisors, LLC 5,139 -68.53 490 -68.79
2026-04-20 13F Kestra Private Wealth Services, Llc 34,359 7.50 3,279 6.70
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 2,476 236
2026-05-11 13F Kestra Investment Management, LLC 7,136 -13.31 681 -13.91
2026-04-24 13F Northwest Financial Advisors 3,204 5.08 306 4.10
2026-04-20 13F White Pine Investment CO 78,323 10.70 7 16.67
2026-05-12 13F/A Ogorek Anthony Joseph /ny/ /adv 0 0
2026-05-08 13F Coldstream Capital Management Inc 990,423 -50.08 94,526 -50.45
2026-04-09 13F Goelzer Investment Management, Inc. 6,249 -16.95 596 -17.57
2026-05-14 13F StoneX Group Inc. 6,064 61.66 579 60.56
2026-04-30 13F BRYN MAWR TRUST Co 1,474 0.00 141 -0.71
2026-05-11 13F Godfrey Financial Associates, Inc. 6 0.00 1
2026-01-29 13F New Century Financial Group, LLC 0 -100.00 0
2026-05-12 13F Rathbone Brothers plc 2,797 0.00 267 -0.75
2026-01-22 13F Premier Path Wealth Partners, LLC 94,606 6.42 9,097 6.09
2026-01-30 13F United Community Bank 0 -100.00 0
2026-04-06 13F Israel Discount Bank of New York 17,878 27.15 1,706 26.18
2026-04-23 13F Woodward Diversified Capital, Llc 3,726 -18.72 357 -18.86
2026-05-15 13F First Manhattan Co 5,688 -66.59 543 -66.89
2026-05-12 13F/A Signature Securities Group Corporation 10,242 4.37 978 3.61
2026-05-15 13F Windsor Advisory Group, LLC 280 27
2026-04-08 13F Moulton Wealth Management, Inc 18,372 1,751
2026-05-07 13F Regimen Wealth, Llc 3,241 11.07 309 10.36
2026-05-11 13F Haverford Trust Co 190,662 10.31 18,197 9.48
2026-05-11 13F RWM Asset Management, LLC 4 0
2026-05-15 13F FreeGulliver LLC 45,230 10.39 4,317 9.57
2026-05-07 13F Vision Retirement, LLC 1,052 -34.00 100 -34.64
2026-04-08 13F Bond & Devick Financial Network, Inc. 99,060 3.48 9,454 2.71
2026-04-13 13F Accelerate Investment Advisors LLC 2,257 -0.13 215 -0.92
2026-05-14 13F Cwm, Llc 173,860 1.51 16,593 103,606.25
2026-04-14 13F XY Planning Network, Inc. 6,399 -6.58 608 -7.60
2026-05-15 13F Royal Bank Of Canada 3,388,286 250.40 323,377 247.78
2026-04-13 13F 5T Wealth, LLC 6,735 19.44 643 18.45
2026-04-14 13F Nova Wealth Management, Inc. 241 23
2026-05-01 13F Diversify Wealth Management, Llc 65,699 1,467.25 6,228 1,445.41
2026-05-13 13F Lavaca Capital Llc 457 0.66 44 0.00
2026-05-15 13F Bluefin Capital Management, Llc 0 -100.00 0
2026-04-27 13F Acute Investment Advisory, Llc 0 -100.00 0
2026-05-05 13F Sanctuary Advisors, LLC 156,807 91.46 14,966 90.03
2026-04-21 13F Cambient Family Office, Llc 43,679 970.04 4,169 963.27
2026-05-01 13F Miller Financial Services LLC 57,845 21.99 5,521 21.08
2026-05-01 13F Strategic Investment Solutions, Inc. /IL 12 0.00 1 0.00
2026-05-07 13F Bingham Private Wealth, Llc 11,200 9.67 1,069 8.87
2026-05-14 13F Jacobi Capital Management LLC 2,303 0.00 220 -0.90
2026-04-23 13F Bigelow Investment Advisors, LLC 2,230 -4.04 213 -4.93
2026-04-28 13F SBI Securities Co., Ltd. 10,087 -13.05 963 -13.72
2026-05-04 13F Westside Investment Management, Inc. 2,221 -27.56 212 -27.89
2026-05-14 13F VestGen Advisors, LLC 43,567 1,597.86 4,109 1,570.33
2026-04-17 13F Values First Advisors, Inc. 56,847 2.43 5,425 1.67
2026-05-07 13F Marshall & Sterling Wealth Advisors Inc. 32,652 137.64 3,116 135.88
2026-04-30 13F Elevated Capital Advisors, LLC 246 -5.02 23 -4.17
2026-05-08 13F Sound Financial Strategies Group, LLC 166,309 16.04 15,873 15.17
2026-05-12 13F Anfield Capital Management, LLC 26,391 -60.15 2,519 -60.46
2026-05-11 13F POM Investment Strategies, LLC 546 3,800.00 52 5,100.00
2026-05-15 13F Summit Financial, LLC 91,225 -12.76 8,707 -13.42
2026-04-13 13F Arwa Llc 11,422 2.23 1,090 1.49
2026-04-28 13F Stratos Wealth Advisors, LLC 13,157 -4.82 1,256 -5.57
2026-05-13 13F Principal Securities, Inc. 55,482 2.79 5,295 2.02
2026-04-07 13F Farther Finance Advisors, LLC 294,845 -6.29 28,022 -7.38
2026-05-04 13F Bleakley Financial Group, LLC 11,378 1,086
2026-05-15 13F Cape Investment Advisory, Inc. 0 -100.00 0
2026-05-01 13F Thrivent Financial For Lutherans 63,401 72.14 6 100.00
2026-02-11 13F Rise Advisors, LLC 0 -100.00 0
2026-04-17 13F Morris Financial Concepts, Inc. 40 0.00 4 0.00
2026-05-11 13F Pathstone Holdings, LLC 7,934 6.10 757 5.29
2026-05-14 13F Karpus Management, Inc. 27,211 -94.29 2,597 -94.33
2026-04-21 13F Pflug Koory, LLC 761 0.00 73 -1.37
2026-05-05 13F 4J Wealth Management LLC 2,932 -3.81 280 -4.78
2026-04-27 13F Nationwide Fund Advisors 0 -100.00 0
2026-04-29 13F Montag A & Associates Inc 301 0.00 29 0.00
2026-04-15 13F Fifth Third Securities, Inc. 13,876 1.14 1,324 0.38
2026-05-11 13F Nomura Asset Management Co Ltd 0 -100.00 0
2026-05-13 13F Gibbs Wealth Management 7,378 26.18 704 25.04
2026-05-18 13F Arkadios Wealth Advisors 60,921 125.22 5,814 123.53
2026-04-28 13F Cabana Llc 15,253 9.14 1,456 8.34
2026-04-27 13F Evolution Wealth Management Inc. 1,730 -1.09 165 -1.79
2026-05-11 13F Great Valley Advisor Group, Inc. 131,050 -0.86 12,508 -1.60
2026-01-16 13F Trust Co Of Vermont 0 -100.00 0
2026-04-20 13F Sowell Financial Services LLC 16,189 11.78 1,545 10.99
2026-05-04 13F Rogco, Lp 94 0.00 9 -11.11
2026-04-22 13F Patton Fund Management, Inc. 509,552 5.83 48,632 5.04
2026-05-14 13F Phillips Wealth Planners LLC 2,365 7.26 224 5.69
2026-04-07 13F Twele Capital Management, Inc. 497,065 1.00 47,440 0.25
2026-04-14 13F Opal Wealth Advisors, LLC 945 90
2026-05-18 13F Edgestream Partners, L.P. 0 -100.00 0
2026-05-14 13F Allworth Financial LP 3,437 40.23 328 39.57
2026-01-29 13F Tanglewood Wealth Management, Inc. 0 -100.00 0
2026-05-14 13F HighPoint Advisor Group LLC 50,585 1.95 4,828 1.17
2026-04-16 13F VVR Holdings LLC 3,684 -72.43 352 -72.66
2026-04-16 13F SG Americas Securities, LLC 153,643 -55.19 15 -56.25
2026-05-13 13F Scotia Capital Inc. 100,048 14.93 9,549 14.06
2026-05-07 13F CVS HEALTH Corp 35,000 3,340
2026-05-15 13F Sig Brokerage, Lp Put 184,800 17,637
2026-05-12 13F Rsm Us Wealth Management Llc 31,777 -2.50 3,033 -3.56
2026-05-15 13F Sig Brokerage, Lp 78,420 7,484
2026-05-12 13F WealthTrak Capital Management LLC 3,250 11.72 310 11.11
2026-05-11 13F Allianz Asset Management GmbH 162,940 132.11 15,551 130.37
2026-05-14 13F David R. Rahn & Associates Inc. 0 -100.00 0
2026-04-10 13F Insight Wealth Strategies, LLC 32,607 3.02 3,112 2.27
2026-05-15 13F Carronade Capital Management, LP Put 0 -100.00 0
2026-04-13 13F Compass Ion Advisors, LLC 2,933 -2.75 280 -3.46
2026-04-20 13F Courier Capital Llc 55,438 40.13 5,291 39.09
2026-04-17 13F Stephenson National Bank & Trust 0 -100.00 0
2026-05-01 13F Anchor Investment Management, LLC 25 2
2026-05-07 13F AlTi Global, Inc. 5,373 0.00 513 -0.78
2026-05-05 13F UBS Group AG Call 1,340,800 127,966
2026-05-05 13F UBS Group AG 4,175,729 0.10 398,532 -0.65
2026-05-15 13F Coppell Advisory Solutions LLC 0 -100.00 0
2026-04-24 13F Private Advisor Group, LLC 114,008 12.25 10,881 11.41
2026-05-05 13F UBS Group AG Put 3,154,600 -72.00 301,075 -72.21
2026-04-07 13F Estate Planners Group, LLC 0 0
2026-05-06 13F Kiker Wealth Management, LLC 86 8
2026-05-13 13F Bank Of Montreal /can/ Put 25,400 -97.92 2,424 -97.93
2026-05-14 13F CIBC World Markets Inc. 144,525 0.95 13,793 0.20
2026-04-21 13F Sicart Associates LLC 124,605 5.06 11,892 4.27
2026-04-21 13F Pallas Capital Advisors LLC 108,429 -9.42 10,348 -10.10
2026-05-07 13F Rothschild Investment Llc 349 1.45 33 0.00
2026-05-13 13F Bank Of Montreal /can/ 4,424,785 -22.01 422,301 -22.59
2026-04-16 13F CPR Investments Inc. 35,154 208.21 3,355 206.11
2026-04-21 13F Lewis Asset Management, LLC 11,946 -4.25 1,140 -4.92
2026-05-14 13F Institute for Wealth Management, LLC. 0 -100.00 0
2026-04-22 13F Networth Advisors, LLC 65 -28.57 6 -25.00
2026-05-12 13F Moneta Group Investment Advisors Llc 99,470 5.17 9,493 4.39
2026-04-16 13F First Community Trust Na 13,376 -0.48 1,277 -1.24
2026-05-13 13F Prestige Wealth Management Group LLC 24,409 338.46 2,330 335.33
2026-05-14 13F Crabel Capital Management, LLC 0 -100.00 0
2026-05-04 13F Principal Financial Group Inc 4,724 -71.89 451 -72.14
2026-05-15 13F National Philanthropic Trust 0 -100.00 0 -100.00
2026-04-13 13F Mather Group, Llc. 265,896 -3.11 25,377 -3.83
2026-05-05 13F Ethos Financial Group, LLC 13,729 -4.57 1,308 -5.50
2026-05-04 13F Brookwood Investment Group LLC 14,787 34.38 1,411 33.36
2026-05-05 13F Bcm Advisors, Llc 31,461 -54.87 2,970 -55.61
2026-04-17 13F Ignite Planners, LLC 6,572 -1.13 627 -1.57
2026-04-21 13F Narus Financial Partners, LLC 7,222 1.01 689 0.29
2026-05-04 13F Procyon Private Wealth Partners, LLC 52,821 41.74 5,041 40.69
2026-05-01 13F Mowery & Schoenfeld Wealth Management, LLC 0 -100.00 0
2026-04-22 13F Accretive Wealth Partners, LLC 3,000 0.00 286 -0.69
2026-05-15 13F Integrated Wealth Concepts LLC 129,589 38.00 12,368 36.97
2026-04-09 13F Cliftonlarsonallen Wealth Advisors, Llc 78,022 -21.62 7,446 -22.20
2026-05-14 13F Ssi Investment Management Llc 93,739 49.60 8,946 48.48
2026-05-14 13F Advisory Alpha, LLC 3,818 17.08 364 16.29
2026-04-28 13F Kiley Juergens Wealth Management, Llc 9,841 939
2026-05-11 13F Commerce Bank 52,163 4.29 4,978 3.51
2026-05-11 13F BankPlus Trust Department 335 0.00 32 -3.12
2026-04-10 13F Piscataqua Savings Bank 706 0.00 67 0.00
2026-04-22 13F Janney Montgomery Scott LLC 1,288,790 15.69 123 14.95
2026-04-22 13F Yoder Wealth Management, Inc. 3,394 -1.48 322 -2.13
2026-05-06 13F Benningfield Financial Advisors, Llc 207,357 6.65 19,790 5.86
2026-05-04 13F Lifeworks Advisors, LLC 26,095 -20.74 2,490 -21.33
2026-05-06 13F TopTier Wealth Management, LLC 2,314 0.43 221 -0.45
2026-04-22 13F Richard Bernstein Advisors LLC 3,673,879 350,636
2026-05-15 13F Old Mission Capital Llc 18,290 3.23 1,746 2.47
2026-05-05 13F Plante Moran Financial Advisors, LLC 0 -100.00 0
2026-04-08 13F Birchbrook, Inc. 37 4
2026-05-07 13F Legacy Wealth Managment, LLC/ID 20,374 6.61 1,944 5.82
2026-05-05 13F Compass Financial Group, Inc. 68,137 -0.69 6,503 -1.44
2026-05-07 13F Rational Advisors Llc 19,829 695.07 1,892 691.63
2026-05-12 13F Atlantic Union Bankshares Corp 1,437 0.00 137 -0.72
2026-05-13 13F Transcend Wealth Collective, Llc 0 -100.00 0
2026-04-16 13F Center For Asset Management LLC 13,079 31.87 1,248 30.95
2026-05-06 13F Assetmark, Inc 1,336,059 32.58 127,513 31.58
2026-02-11 13F Fiera Capital Corp 0 -100.00 0
2026-05-05 13F Bank Julius Baer & Co. Ltd, Zurich 3,163,775 -6.44 301,951 -7.14
2026-05-15 13F Ameriflex Group, Inc. 4,296 -0.60 410 -1.20
2026-04-17 13F Braeburn Wealth Management LLC 3,565 -7.98 340 -8.60
2026-05-15 13F Cresset Asset Management, LLC 17,838 -87.84 1,702 -87.94
2026-04-21 13F Systelligence, LLC 74,209 14.00 7,083 13.15
2026-04-28 13F Bogart Wealth, LLC 528,262 3.93 50,417 3.15
2026-05-12 13F Cambiar Investors Llc 4,740 9.90 452 9.18
2026-04-21 13F Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,231 -50.25 213 -50.81
2026-04-30 13F Kornitzer Capital Management Inc /ks 13,713 4.36 1,309 3.56
2026-05-04 13F MTC Wealth Management LLC 92,695 8.29 8,847 7.47
2026-04-13 13F Sjbenen Advisory, Llc 0 -100.00 0
2026-04-13 13F Sjbenen Advisory, Llc Put 0 -100.00 0
2026-05-20 13F SOA Wealth Advisors, LLC. 719 0.56 69 0.00
2026-04-22 13F Pasadena Private Wealth, LLC 2,546 11.37 243 10.50
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 278,390 19.22 26,569 18.33
2026-05-07 13F Tidemark, LLC 0 -100.00 0
2026-05-13 13F GW&K Investment Management, LLC 4 0
2026-05-15 13F Ascent Group, LLC 20,724 2.95 1,978 2.17
2026-05-05 13F Philadelphia Investment Partners, LLC 64 6
2026-04-22 13F Pasadena Private Wealth, LLC Put 1,500 -25.00 5 300.00
2026-04-16 13F Heck Capital Advisors, LLC 138,989 19.59 13,265 18.70
2026-04-21 13F Maridea Wealth Management LLC 7,096 14.78 677 13.97
2026-04-27 13F Exencial Wealth Advisors, Llc 10,274 8.12 981 7.34
2026-04-10 13F FORM Wealth Advisors, LLC 160,187 -27.95 15,288 -28.49
2026-05-06 13F Advisortrust Partners, Llc 72 7
2026-02-17 13F Persistent Asset Partners Ltd 0 -100.00 0
2026-04-27 13F Fulton Breakefield Broenniman Llc 14,125 -2.95 1,348 -3.65
2026-05-15 13F Perennial Investment Advisors, LLC 3,772 36.47 360 35.47
2026-04-30 13F Simplicity Wealth,LLC 27,065 13.03 2,583 12.21
2026-05-04 13F Henderson Brothers Financial Partners, LLC 29,850 92.34 2,849 90.88
2026-04-20 13F ABLE Financial Group, LLC 24,241 8.40 2,314 7.58
2026-04-24 13F Axis Wealth Partners, LLC 4,754 -2.52 454 -3.41
2026-05-07 13F Johnson Financial Group, Inc. 591 56
2026-05-12 13F CIBC Bancorp USA Inc. 4,135 395
2026-04-15 13F BDFS Capital LLC 2,180 0.05 208 -0.48
2026-04-28 13F Howe & Rusling Inc 1,283 -70.69 122 -70.95
2026-02-12 13F JT Stratford LLC 0 -100.00 0
2026-05-05 13F HighTower Advisors, LLC 534,295 77.47 50,993 76.15
2026-05-12 13F Kingsview Wealth Management, LLC 292,002 -20.66 27,869 -21.25
2026-04-08 13F Community Financial Services Group, LLC 442,134 5.60 42,020 4.37
2026-05-15 13F 3EDGE Asset Management, LP 894,281 9.69 85,350 8.87
2026-04-08 13F Ccg Wealth Management, Llc 14,559 254.75 1,390 252.54
2026-04-14 13F Nbc Securities, Inc. 27,538 -6.69 2,628 -7.37
2026-04-27 13F Cresta Advisors, Ltd. 5,140 0.00 491 -0.81
2026-05-13 13F First Trust Advisors Lp 264,156 6.52 25,211 5.72
2026-05-14 13F Keebeck Wealth Management, LLC 11,098 4.89 1,059 4.13
2026-05-08 13F Russell Investments Group, Ltd. 5 0
2026-05-01 13F Cosner Financial Group, LLC 11,772 -3.50 1,124 -4.26
2026-05-15 13F Markin Asset Management, LP 5,512 -84.68 526 -84.80
2026-05-15 13F Two Sigma Investments, Lp 0 -100.00 0
2026-04-14 13F Meadowbrook Wealth Management, LLC 2,125 203
2026-04-08 13F Sapient Capital Llc 6,255 -4.97 597 -6.14
2026-04-13 13F Nvest Wealth Strategies, Inc. 53 5
2026-04-15 13F Merit Financial Group, LLC 7,230 -36.67 690 -37.19
2026-02-17 13F Snowden Capital Advisors LLC 27,604 -0.82 2,654 -1.12
2026-04-23 13F First Pacific Financial 10 0.00 1
2026-04-15 13F Purus Wealth Management, LLC 25,224 9.37 2,407 8.57
2026-05-15 13F Peapack Gladstone Financial Corp 5,314 -0.93 1
2026-05-12 13F CBIZ Investment Advisory Services, LLC 262 0.38 25 0.00
2026-04-20 13F Cardinal Strategic Wealth Guidance 107 10
2026-05-13 13F Syon Capital Llc 2,625 10.29 251 9.65
2026-04-29 13F Greenwood Capital Associates Llc 70,511 4.37 6,730 3.59
2026-05-05 13F Vectors Research Management, LLC 6,304 0.03 602 -0.83
2026-05-14 13F Ieq Capital, Llc 14,918 1,424
2026-05-15 13F Schonfeld Strategic Advisors LLC Call 300,000 28,632
2026-04-22 13F Investment Advisory Group, LLC 3,020 1.38 288 0.70
2026-05-15 13F EFG International AG 16,668 241.56 1,591 239.02
2026-04-22 13F M3 Advisory Group, LLC 5,199 1.01 496 0.40
2026-05-14 13F Healthcare Of Ontario Pension Plan Trust Fund Call 0 -100.00 0
2026-04-13 13F Gradient Investments LLC 2,108 -1.77 201 -2.43
2026-04-27 13F Td Private Client Wealth Llc 145,942 6.34 13,929 5.55
2026-05-11 13F Wells Fargo & Company/mn 3,045,245 -8.99 290,638 -9.67
2026-05-14 13F Insight Wealth Partners, LLC 72,511 106.35 6,920 104.85
2026-04-16 13F Balboa Wealth Partners 2,527 6.09 241 5.24
2026-05-05 13F Advisors Preferred, LLC 151,885 36.64 14,496 35.73
2026-05-15 13F Schonfeld Strategic Advisors LLC 31,576 3,014
2026-04-24 13F Root Financial Partners, LLC 64 0.00 6 0.00
2026-05-13 13F American Financial Advisors, LLC 3,952 0.51 377 -0.26
2026-05-13 13F Transmarket Holdings LP 192,393 8,657.08 18,362 8,601.90
2026-05-08 13F Guidance Capital, Inc 0 -100.00 0
2026-02-11 13F Parallel Advisors, LLC 4,636 4.63 446 4.22
2026-05-06 13F Leuthold Group, Llc 75,440 -2.20 7,200 -2.94
2026-05-12 13F First American Trust, Fsb 21,152 -4.56 2,019 -5.30
2026-05-15 13F Vestmark Advisory Solutions, Inc. 107,200 255.37 10,231 252.79
2026-04-30 13F Stablepoint Partners, LLC 51,953 -0.08 4,958 -0.82
2026-05-11 13F Daymark Wealth Partners, Llc 34,672 -23.41 3,309 -23.97
2026-05-15 13F Squarepoint Ops LLC Put 0 -100.00 0
2026-04-27 13F Wbh Advisory Inc 24,579 111.81 2,336 109.51
2026-04-22 13F Old Point Trust & Financial Services N A 41 0.00 4 0.00
2026-05-05 13F Net Worth Advisory Group 119,501 2.38 11,405 1.62
2026-05-12 13F Strategic Wealth Partners, Ltd. 14,704 34.90 1,403 33.87
2026-02-09 13F Global Assets Advisory, LLC 0 -100.00 0
2026-01-26 13F Iams Wealth Management, Llc 0 -100.00 0
2026-05-13 13F Picton Mahoney Asset Management 17,370 0.00 1,658 -0.78
2026-04-28 13F Westfuller Advisors, LLC 0 -100.00 0
2026-05-08 13F Moors & Cabot, Inc. 7,912 -83.09 755 -83.22
2026-05-13 13F WealthCollab, LLC 0 -100.00 0
2026-05-14 13F ASB Consultores, LLC 10,515 994
2026-05-13 13F Brinker Capital Investments, LLC 23,684 16.25 2,260 15.36
2026-05-15 13F Millennium Management Llc 92,159 -73.85 8,796 -74.05
2026-05-04 13F Mml Investors Services, Llc 652,522 18.17 62,277 17.29
2026-05-11 13F WFA of San Diego, LLC 300 0.00 29 0.00
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 186,072 8.40 17,759 7.59
2026-04-30 13F Indivisible Partners 2,500 11.21 239 10.19
2026-04-08 13F M.e. Allison & Co., Inc. 2,750 0.15 262 -0.76
2026-04-10 13F Magnus Financial Group LLC 0 -100.00 0
2026-05-11 13F Strengthening Families & Communities, LLC 218 21
2026-05-06 13F Quadrant Private Wealth Management, LLC 8,955 4.52 855 3.77
2026-04-08 13F Capital Advisors Wealth Management, LLC 42,381 -7.31 4,045 -8.01
2026-04-13 13F LexAurum Advisors, LLC 13,655 -1.42 1,303 -2.47
2026-05-15 13F Clark Capital Management Group, Inc. 17,094 0.87 1,631 0.12
2026-04-17 13F Prentice Wealth Management LLC 16,120 -0.03 1,538 -0.77
2026-04-29 13F/A True Link Financial Advisors, LLC 1,707 163
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100.00 0
2026-04-28 13F Cypress Capital, LLC 25,776 0.63 2,460 -0.12
2026-04-21 13F HCR Wealth Advisors 26,540 95.68 2,533 94.17
2026-05-06 13F Hershey Financial Advisers, LLC 0 -100.00 0
2026-05-15 13F IMG Wealth Management, Inc. 3,969 379
2026-04-22 13F KG&L Capital Management,LLC 7,686 -45.70 734 -46.14
2026-05-01 13F Clarity Financial LLC 14,502 1.30 1,384 0.58
2026-04-29 13F Axxcess Wealth Management, Llc 13,726 -2.69 1,310 -3.39
2026-05-14 13F Centiva Capital, LP Call 420,500 40,133
2026-05-15 13F Asset Management Group, Inc. 22,656 0.45 2,162 -0.28
2026-04-13 13F Hm Payson & Co 0 -100.00 0
2026-04-07 13F Park Avenue Securities Llc 177,179 47.01 17 45.45
2026-04-06 13F Rosenberg Matthew Hamilton 56 0.00 5 0.00
2026-04-23 13F Strategic Point Investment Advisors, LLC 153,587 -1.90 14,658 -2.63
2026-05-04 13F AMG National Trust Bank 119,363 80.12 11,392 78.78
2026-05-12 13F Stifel Financial Corp 1,538,763 8.20 146,860 7.39
2026-05-14 13F Sumitomo Mitsui Financial Group, Inc. 855,197 2.68 81,620 1.92
2026-05-15 13F Ameraudi Asset Management, Inc. 114,677 8.81 10,945 7.99
2026-05-12 13F Advyzon Investment Management, LLC 8,483 3.91 810 3.06
2026-04-28 13F DDD Partners, LLC 59,773 20.94 5,705 20.03
2026-05-11 13F Prudent Investors Network 550,348 31.59 52,525 30.60
2026-04-14 13F USA Financial Portformulas Corp 129,169 12,328
2026-05-14 13F Fft Wealth Management Llc 15,031 1,435
2026-04-16 13F Aurora Private Wealth, Inc. 3,670 0.00 0
2026-04-29 13F United Asset Strategies, Inc. 17,357 17.98 1,657 17.11
2026-04-02 13F Silverleafe Capital Partners, LLC 185,516 467.43 17,706 463.32
2026-04-24 13F Innova Wealth Partners 68,159 1,282.54 6,505 1,272.36
2026-05-12 13F Icon Wealth Advisors, LLC 7,164 2.67 679 1.19
2026-05-13 13F Stonehage Fleming Financial Services Holdings Ltd 7,295 0.00 696 -0.71
2026-05-14 13F Twin Focus Capital Partners, Llc 23,184 307.59 2,213 304.39
2026-05-05 13F PFG Advisors 79,474 -50.98 7,585 -51.35
2026-05-15 13F National Bank Of Canada /fi/ 30,043 -50.11 2,863 -50.55
2026-04-22 13F Barnes Dennig Private Wealth Management LLC 646 9.68 62 8.93
2026-05-13 13F Jaffetilchin Investment Partners, LLC 4,377 -6.49 418 -7.33
2026-05-14 13F Risk Paradigm Group, LLC 73,209 7.33 6,987 6.54
2026-04-06 13F GAMMA Investing LLC 419 1,645.83 40 1,850.00
2026-04-16 13F Intergy Private Wealth, LLC 5,723 22.08 546 21.33
2026-02-03 13F Alpha Cubed Investments, LLC 3,301 28.00 317 27.82
2026-04-28 13F Wealth Management Resources, Inc. 293,058 0.35 27,969 -0.41
2026-04-28 13F WESPAC Advisors, LLC 0 -100.00 0
2026-04-16 13F Lincoln Capital Corp 123,343 0.43 11,772 -0.32
2026-05-07 13F Advisor OS, LLC 27,282 292.72 2,604 290.25
2026-04-23 13F Powell Investment Advisors, LLC 501 0.00 48 -2.08
2026-05-15 13F Owl Creek Asset Management, L.P. Put 0 -100.00 0
2026-05-04 13F Entelevest, LLC 15,799 35.32 1,508 34.31
2026-05-11 13F Founders Financial Alliance, LLC 388 37
2026-05-08 13F Middleton & Co Inc/ma 136,448 4.64 13,023 3.86
2026-05-14 13F Financial Engines Advisors L.L.C. 2,113 -18.29 202 -18.95
2026-04-14 13F Moller Financial Services 2,275 0.13 217 -0.46
2026-04-13 13F Massmutual Trust Co Fsb/adv 7,595 -24.45 725 -25.05
2026-05-05 13F Regions Financial Corp 4,168 -0.24 398 -1.00
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 76,558 0.46 7,307 -0.30
2026-02-17 13F Discovery Capital Management, Llc / Ct 0 -100.00 0
2026-05-20 13F January Capital Advisors LLC 0 -100.00 0
2026-04-14 13F Bayshore Capital Advisors, LLC 8,986 -3.06 858 -3.82
2026-05-14 13F Capital Analysts, Inc. 32,658 -7.67 3 0.00
2026-04-14 13F Pinnacle Wealth Management Group, Inc. 5,001 4.60 477 3.92
2026-05-15 13F Harbour Investments, Inc. 15,975 47.79 1,525 46.68
2026-04-08 13F Archer Investment Management, LLC 0 -100.00 0
2026-05-14 13F Brown Brothers Harriman & Co 382 -35.14 36 -35.71
2026-04-08 13F Sandbox Financial Partners, LLC 48,916 17.80 4,669 16.93
2026-05-07 13F Hollencrest Capital Management 1,611 -14.63 154 -15.47
2026-05-04 13F Genesis Wealth Advisors, LLC 2,353 0.00 225 -0.88
2026-02-06 13F Forefront Wealth Partners, LLC 0 -100.00 0
2026-01-27 13F Brighton Jones Llc 0 -100.00 0
2026-04-08 13F First Heartland Consultants, Inc. 6,797 4.39 649 3.51
2026-05-14 13F Peak Asset Management, LLC 124,295 11,863
2026-05-08 13F Walleye Trading LLC Put 37,600 49.21 3,589 48.08
2026-05-06 13F Sentinus, LLC 107,496 6.56 10,259 5.76
2026-04-13 13F BKA Wealth Consulting, Inc. 2,133 0.14 204 -0.49
2026-05-12 13F Benjamin Edwards Inc 9,683 -1.43 924 -2.12
2026-04-20 13F Provenance Wealth Advisors, LLC 62 -31.11 6 -37.50
2026-04-23 13F Financial & Tax Architects, LLC 198,604 1.29 18,955 0.53
2026-05-11 13F Ducere Wealth Management LLC 4,952 -1.39 473 -2.07
2026-04-28 13F Greatmark Investment Partners, Inc. 27,131 -28.94 2,589 -29.47
2026-05-15 13F Flow Traders U.s. Llc 0 -100.00 0
2026-05-08 13F Walleye Trading LLC 15,400 43.93 1,470 42.90
2026-04-23 13F Oppenheimer & Co Inc 72,203 -8.34 6,891 -9.02
2026-04-27 13F GenTrust, LLC 66,369 -90.00 6,334 -90.07
2026-05-08 13F Walleye Trading LLC Call 57,900 43.32 5,526 42.25
2026-05-13 13F Owl Creek Wealth Partners LLC 1,220 116
2026-04-30 13F Titleist Asset Management, Llc 196,862 12.40 18,789 11.56
2026-04-22 13F Union Bancaire Privee, UBP SA 10,457 0.00 996 -1.19
2026-04-30 13F William Howard & Co Financial Advisors Inc 128,668 -0.77 12,280 -1.51
2026-04-22 13F Matauro, Llc 764,661 10.53 72,979 9.70
2026-05-06 13F Tyche Wealth Partners LLC 4,601 -17.37 439 -17.94
2026-05-08 13F Bokf, Na 565 0.00 54 -1.85
2026-04-20 13F Christensen, King & Associates Investment Services, Inc. 38,287 1.05 3,654 0.30
2026-04-23 13F Columbia Advisory Partners Llc 0 -100.00 0
2026-05-07 13F Avidian Wealth Solutions, LLC 9,942 45.12 949 44.07
2026-04-17 13F Amarillo National Bank 6,894 -1.79 658 -2.67
2026-04-15 13F Journey Strategic Wealth Llc 2,817 0.00 269 -0.74
2026-05-08 13F Steward Partners Investment Advisory, Llc 183,911 34.51 17,552 33.51
2026-05-15 13F Liberty Mutual Group Asset Management Inc. 1,182,507 356.99 112,858 353.57
2026-05-15 13F Mission Wealth Management, Lp 32,386 -19.43 3,091 -20.05
2026-04-08 13F RDA Financial Network 2,098 200
2026-04-07 13F Central Pacific Bank - Trust Division 39,955 54.39 3,813 53.26
2026-02-10 13F MJT & Associates Financial Advisory Group, Inc. 0 -100.00 0
2026-04-23 13F Prism Advisors, Inc. 16,110 3.93 1,538 3.15
2026-02-05 13F Center for Financial Planning, Inc. 1,490 0.00 143 0.00
2026-04-17 13F Webster Bank, N. A. 1,013 0.00 97 -1.03
2026-05-04 13F Sigma Planning Corp 35,742 4.10 3,411 3.33
2026-05-11 13F Foundations Investment Advisors, LLC 171,593 178.31 16,377 176.25
2026-05-15 13F Glen Eagle Advisors, LLC 415 -12.63 40 -13.33
2026-04-20 13F Joel Adams & Associates, Inc. 4,423 -12.97 422 -13.52
2026-04-21 13F BankPlus Wealth Management LLC 2,237 0.63 213 0.00
2026-04-22 13F Clear Creek Financial Management, LLC 3,630 346
2026-04-27 13F PFG Investments, LLC 13,246 8.20 1,264 7.39
2026-05-05 13F Capital Investment Advisory Services, LLC 15,767 4.29 1,505 3.51
2026-04-22 13F Finley Financial, LLC 1,050 0.00 100 0.00
2026-05-01 13F International Assets Investment Management, Llc 12,846 -2.59 1,221 -3.79
2026-05-12 13F Alliance Wealth Advisors, LLC /UT 36,170 -18.41 3,452 -19.01
2026-05-04 13F Titiun Yejiel 20,034 0.00 1,912 -0.73
2026-05-13 13F Calton & Associates, Inc. 5,956 63.22 568 62.29
2026-04-21 13F Magnolia Private Wealth, LLC 347,771 2,222.34 1,967 36.60
2026-05-06 13F Zhang Financial LLC 13,541 203.41 1,292 201.17
2026-04-15 13F Regatta Capital Group, Llc 22,903 4.54 2,186 3.75
2026-05-06 13F Bessemer Group Inc 154,918 2.98 15 0.00
2026-05-05 13F One Day In July LLC 83,083 0.38 7,929 -0.36
2026-04-24 13F WHI TRUST Co LLC 73,918 0.83 7,055 0.07
2026-05-01 13F Cdkv Holdings Llc 29,132 3.36 2,780 2.58
2026-05-01 13F One Degree Advisors Inc 54,681 4.99 5 0.00
2026-02-05 13F WealthPlan Investment Management, LLC 0 -100.00 0
2026-04-14 13F Seven Mile Advisory 0 -100.00 0
2026-05-11 13F F/M Investments LLC 3,332 0.00 318 -0.94
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 1,218,901 -27.64 116,113 -28.42
2026-04-14 13F Portfolio Resources Advisor Group, Inc. 2,010 22.94 192 21.66
2026-04-28 13F Robertson Stephens Wealth Management, LLC 10,461 -65.78 998 -66.04
2026-04-16 13F Financial Management Network Inc 4,707 124.46 449 123.38
2026-02-14 13F American Trust 0 -100.00 0
2026-05-13 13F Kovitz Investment Group Partners, LLC 226,426 1.55 21,610 0.79
2026-02-13 13F/A Virtus ETF Advisers LLC 0 -100.00 0
2026-05-13 13F/A Jpmorgan Chase & Co 34,721,614 1.56 3,307,928 0.62
2026-04-24 13F Bayban 2,100 0.00 200 -0.50
2026-05-13 13F D L Carlson Investment Group Inc 5,715 -8.41 545 -9.17
2026-05-04 13F Carrera Capital Advisors 2,674 -37.83 255 -38.26
2026-05-01 13F SFE Investment Counsel 2,499 -25.60 238 -26.09
2026-02-17 13F Readystate Asset Management Lp 0 -100.00 0
2026-04-16 13F Stanley-Laman Group, Ltd. 4,121 -0.29 393 -1.01
2026-04-29 13F TriaGen Wealth Management LLC 12,097 5.96 1,155 5.20
2026-05-05 13F Covestor Ltd 1,891 326.86 0
2026-05-15 13F 1607 Capital Partners, LLC 112,551 -33.19 10,742 -33.69
2026-05-04 13F Geneos Wealth Management Inc. 44,774 17.34 4,273 16.46
2026-05-13 13F GeoWealth Management, LLC 13,643 16.55 1,302 15.73
2026-04-27 13F Mount Yale Investment Advisors, LLC 93,249 613.40 8,900 608.52
2026-05-06 13F Angeles Wealth Management, Llc 196 -75.80 19 -76.62
2026-05-15 13F Cascades Capital Asset Management, LLC 16,595 12.23 1,584 11.40
2026-05-07 13F NWK Group, Inc. 45 0.00 4 0.00
2026-05-01 13F Harwood Advisory Group, LLC 14 7.69 1 0.00
2026-04-15 13F Independence Financial Advisors, LLC 205,401 2.89 19,603 2.12
2026-05-14 13F Cedar Wealth Management, LLC 0 -100.00 0
2026-04-13 13F Creative Financial Designs Inc /adv 6,998 43.76 668 42.52
2026-04-20 13F Surience Private Wealth Llc 10,675 338.76 1,019 336.91
2026-05-18 13F Ashton Thomas Securities, Llc 4,354 416
2026-04-21 13F Capital Investment Counsel, Inc 325 0.00 31 -3.23
2026-04-03 13F Coastline Trust Co 265 0.00 25 0.00
2026-04-28 13F Golden State Equity Partners 10,247 125.85 978 124.31
2026-04-24 13F Keystone Global Partners, LLC 263
2026-05-08 13F Prime Capital Investment Advisors, LLC 176,531 -9.56 16,848 -10.23
2026-05-15 13F Larson Financial Group LLC 1,581 -14.63 151 -15.73
2026-05-01 13F Welch & Forbes Llc 2,551 0.00 243 -0.82
2026-05-07 13F Rice Partnership, LLC 942 189.85 90 187.10
2026-04-22 13F Princeton Global Asset Management LLC 436 0.00 42 0.00
2026-05-14 13F Schroder Investment Management Group 15,495 -40.67 1,479 -41.33
2026-05-13 13F IF Advisors, LLC 11,219 11.99 1,071 11.11
2026-05-15 13F Van Eck Associates Corp 906 2.37 0
2026-04-30 13F Private Trust Co Na 12,035 11.25 1,149 10.38
2026-04-24 13F Medallion Wealth Advisors, LLC 400 2.30 38 2.70
2026-05-13 13F AE Wealth Management LLC 69,657 -25.00 6,648 -25.55
2026-05-12 13F Independent Advisor Alliance 45,953 152.23 4,386 150.43
2026-05-15 13F Imprint Wealth LLC 37 0.00 4 0.00
2026-04-23 13F Investment Planning Advisors, Inc. 3,357 59.55 320 58.42
2026-05-05 13F Thayer Partners, LLC / MA 75,828 3.39 7,237 2.62
2026-04-30 13F DMG Group, LLC 18,973 6.02 1,811 5.23
2026-05-14 13F Dorsey & Whitney Trust CO LLC 62,491 0.01 5,964 -0.73
2026-04-15 13F Wealthcare Capital Management Llc 1,810,803 -6.87 172,823 -7.56
2026-05-12 13F Integras Partners LLC 32,776 2.90 3,128 2.16
2026-05-14 13F Atomi Financial Group, Inc. 61,355 -2.97 5,856 -3.70
2026-05-15 13F Two Sigma Securities, Llc 78,939 269.43 7,534 266.75
2026-04-24 13F Keybank National Association/oh 51,807 22.77 4,944 21.86
2026-05-13 13F ShoreHaven Wealth Partners, LLC 17,866 -0.59 1,705 -1.33
2026-05-06 13F Hurley Capital, LLC 163 0.62 16 0.00
2026-05-04 13F Two West Capital Advisors LLC 8,675 30.98 822 29.25
2026-04-08 13F Dover Advisors, Llc 2,199 0.00 210 -0.95
2026-04-22 13F Spire Wealth Management 121,129 12.33 11,561 11.49
2026-04-28 13F/A FLP Wealth Management, LLC 18,655 8.48 1,780 7.68
2026-05-14 13F Boreal Capital Management LLC 3,706 -0.75
2026-05-07 13F Lowe Brockenbrough & Co Inc 126 0.00 12 0.00
2026-02-17 13F Millennium Management Llc Call 0 -100.00 0 -100.00
2026-02-17 13F Millennium Management Llc Put 0 -100.00 0 -100.00
2026-05-15 13F Bank Of America Corp /de/ 22,900,079 69.81 2,185,584 68.54
2026-05-15 13F Css Llc/il Call 5,000 -33.33 477 -33.84
2026-05-15 13F Gateway Wealth Partners, LLC 31,884 380.47 3,043 376.80
2026-05-15 13F Css Llc/il 6,720 641
2026-05-15 13F Jessup Wealth Management, Inc 117,202 2.35 11,186 1.58
2026-05-15 13F Css Llc/il Put 10,300 -54.82 983 -55.16
2026-05-08 13F Roundview Capital LLC 9,303 -5.18 888 -5.94
2026-05-12 13F TIAA Wealth Investment Management LLC 141 13
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 78,933 3.53 7,533 2.76
2026-04-22 13F SimpliFi, Inc. 232,095 0.10 22,151 -0.65
2026-05-14 13F Financial Network Wealth Advisors LLC 9,678 15.23 924 14.37
2026-01-26 13F Northwest Capital Management Inc 2 -99.57 0 -100.00
2026-05-12 13F LightSquare Wealth Management, LLC 8,794 839
2026-05-13 13F Edmond De Rothschild Holding S.a. 1,286 0.00 123 -0.81
2026-04-22 13F Pinnacle Bancorp, Inc. 3,675 0.00 351 -0.85
2026-04-29 13F/A Q Fund Management (Hong Kong) Ltd 25,000 0.00 2,386 -0.75
2026-05-06 13F Townsend Asset Management Corp /nc/ /adv 91 0.00 9 0.00
2026-05-08 13F Glenview Trust Co 2,234 0.00 213 -0.47
2026-01-30 13F BancorpSouth Bank 5,040 -31.66 485 -31.93
2026-05-15 13F TCG Advisory Services, LLC 11,347 10.07 1,083 9.18
2026-02-17 13F Polymer Capital Management (US) LLC Put 0 -100.00 0
2026-05-04 13F MEMBERS Trust Co 1,268,847 2.88 121,099 2.11
2026-05-13 13F BlackRock, Inc. 3,641,326 58.22 347,528 57.04
2026-04-08 13F Gilman Hill Asset Management, LLC 2,500 0.00 239 -0.83
2026-05-01 13F Mutual Advisors, LLC 2,169,821 2.87 207,088 2.10
2026-05-08 13F Blair William & Co/il 8,751 -17.68 835 -18.30
2026-05-08 13F Tandem Financial, LLC 9,671 923
2026-05-08 13F Pnc Financial Services Group, Inc. 8,428,734 -0.69 804,438 -1.43
2026-04-17 13F Signal Advisors Wealth, LLC 4,278 408
2026-05-01 13F Rakuten Securities, Inc. 303 194.17 29 211.11
2026-05-11 13F Penserra Capital Management LLC 176,858 43.69 17 45.45
2026-05-15 13F Fmr Llc 35,047,712 0.76 3,344,954 0.00
2026-05-06 13F Crescent Grove Advisors, LLC 255,658 1,469.61 24,400 1,458.05
2026-05-12 13F IFG Advisory, LLC 0 -100.00 0
2026-05-15 13F Advisory Services Network, LLC 89,661 -2.51 8,557 -3.25
2026-04-09 13F DHJJ Financial Advisors, Ltd. 3 0.00 0
2026-05-04 13F Wsfs Capital Management, Llc 10,862 -22.72 1,037 -23.32
2026-04-13 13F Invariant Investment Management 222,892 4.65 21,271 3.71
2026-04-15 13F Milestone Asset Management, Llc 65,767 2,956.09 6,277 2,946.60
2026-05-13 13F Lido Advisors, LLC 31,583 5.98 3,014 4.94
2026-04-27 13F Boyd Watterson Asset Management Llc/oh 9,309 29.87 888 28.88
2026-01-30 13F Ares Financial Consulting, LLC 0 0
2026-05-05 13F Bank of New York Mellon Corp 346,576 26.45 33,077 25.50
2026-05-22 13F WNY Asset Management, LLC 3,324 11.39 317 10.45
2026-04-06 13F Stableford Capital Ii Llc 99,614 19.79 9,507 18.90
2026-04-17 13F Boston Private Wealth Llc 3,699 353
2026-05-04 13F Optima Capital Llc 0 -100.00 0
2026-02-12 13F Grey Fox Wealth Advisors, LLC 0 -100.00 0
2026-02-11 13F Fund Evaluation Group, LLC 0 -100.00 0
2026-04-27 13F Tennessee Valley Asset Management Partners 77,840 7.29 7,429 6.49
2026-04-10 13F Lake Hills Wealth Management, LLC 21,518 4.63 2,054 3.84
2026-05-04 13F Copia Wealth Management 3,890 -0.61 371 -1.33
2026-05-15 13F Pingora Partners LLC 0 -100.00 0
2026-04-13 13F Trust Co 181 0.56 17 0.00
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4,510 -2.53 430 -3.15
2026-04-28 13F Kingswood Wealth Advisors, Llc 4,077 32.97 389 32.31
2026-04-07 13F Eastern Bank 13,156 -46.60 1,256 -47.02
2026-05-12 13F Creative Planning 236,869 -2.40 22,607 -3.13
2026-05-13 13F Rezny Wealth Management, Inc. 7,102 -4.32
2026-05-13 13F Picton Mahoney Asset Management Put 0 -100.00 0 -100.00
2026-04-10 13F Rede Wealth, LLC 2,442 -0.25 233 -0.85
2026-05-08 13F Burke & Herbert Bank & Trust Co 2,987 41.10 285 40.39
2026-04-22 13F Goodman Advisory Group, LLC 99,849 -3.48 9,530 -4.21
2026-05-05 13F Eukles Asset Management 20 0.00 2 0.00
2026-05-12 13F PCM Encore, LLC 5,833 0.00 557 -0.71
2026-04-17 13F Charter Trust Co 2,357 225
2026-05-04 13F First Foundation Advisors 138,936 10.01 13,260 9.19
2026-04-28 13F Integrated Advisors Network LLC 48,195 -6.96 4,600 -7.67
2026-02-17 13F Polymer Capital Management (US) LLC Call 0 -100.00 0
2026-05-16 13F Sunbelt Securities, Inc. 236 78.79 23 83.33
2026-04-21 13F Wallace Advisory Group, LLC 14,993 3.57 1,431 2.73
2026-05-15 13F Alliancebernstein L.p. 2,565,318 30.43 246,681 30.43
2026-05-12 13F Dogwood Wealth Management LLC 1,722 240.99 164 241.67
2026-05-13 13F NFP Retirement, Inc. 26,614 12.91 2,540 12.09
2026-04-06 13F CX Institutional 451 -70.27 0
2026-04-14 13F Palisade Asset Management, LLC 2,250 0.00 215 -0.93
2026-05-13 13F Hudock, Inc. 114,311 1.24 10,910 0.48
2026-05-05 13F Sharpepoint Llc 6,285 -91.60 600 -91.68
2026-04-16 13F Ballast Rock Private Wealth LLC 5,620 536
2026-05-01 13F Sovran Advisors, LLC 31,923 -29.33 3,032 -30.28
2026-05-01 13F Navigoe, LLC 346 0
2026-05-14 13F Evergreen Capital Management Llc 61,781 3.85 5,896 3.08
2026-04-08 13F Warner Financial, Inc 53,076 15.46 5,066 126,550.00
2026-05-05 13F Newbridge Financial Services Group, Inc. 12 0.00 1 0.00
2026-04-20 13F Concurrent Investment Advisors, LLC 0 -100.00 0 -100.00
2026-04-29 13F Resonant Capital Advisors, LLC 19,572 1,868
2026-05-19 13F McIlrath & Eck, LLC 334 0.00 32 -3.12
2026-05-05 13F Cullen/frost Bankers, Inc. 24,283 9.60 2,318 8.78
2026-05-15 13F Amundi 10,043 -59.01 959 -59.32
2026-05-07 13F Crewe Advisors LLC 570 0.00 54 0.00
2026-04-15 13F Register Financial Advisors LLC 197 0.00 19 0.00
2026-04-02 13F Noble Wealth Management PBC 1,982 -24.18 189 -24.70
2026-05-08 13F Vanguard National Trust Co 43 4
2026-04-28 13F Indiana Trust & Investment Management CO 318 0.00 30 0.00
2026-05-11 13F Ewing Morris & Co. Investment Partners Ltd. 2,589 -63.72 247 -64.41
2026-05-13 13F SRS Capital Advisors, Inc. 750 59.91 72 57.78
2026-04-01 13F Beacon Wealthcare LLC 412,988 1.85 39,416 1.09
2026-02-10 13F Transatlantique Private Wealth Llc 7,597 -43.64 731 -43.85
2026-04-21 13F Mesirow Financial Investment Management, Inc. 7,700 735
2026-04-24 13F EJMK Ventures LLC 5,380 -30.87 513 -31.42
2026-05-06 13F AIA Group Ltd 763,695 21.16 72,887 20.25
2026-04-09 13F Park Place Capital Corp 239 -30.72 23 -33.33
2026-04-08 13F Stonebridge Financial Group, LLC 0 -100.00 0
2026-02-17 13F SageView Advisory Group, LLC 915 88
2026-04-17 13F United Advisor Group, LLC 25,282 64.63 2,413 63.41
2026-04-21 13F Pinnacle Associates Ltd 123,468 0.48 11,784 -0.27
2026-04-21 13F Nemes Rush Group LLC 874 0.46 83 0.00
2026-04-14 13F Lockerman Financial Group, Inc. 3,484 7.27 333 6.41
2026-05-11 13F Chilton Capital Management Llc 86 0.00 8 0.00
2026-05-14 13F Vident Advisory, LLC 48,285 112.85 4,608 111.28
2026-05-11 13F Rossby Financial, LCC 258 -90.34 25 -90.62
2026-05-08 13F Addison Advisors LLC 14 -85.42 1 -88.89
2026-05-08 13F Evolution Wealth Advisors, LLC 4,032 0.02 385 -0.78
2026-04-15 13F Wealthcare Capital Partners, LLC 39,890 0.85 3,807 0.11
2026-05-14 13F Rockefeller Capital Management L.P. 704,626 -28.04 67,250 -28.58
2026-05-08 13F Endowment Wealth Management, Inc. 3,486 11.48 333 10.67
2026-05-14 13F Zacks Investment Management 5,275 503
2026-05-13 13F Caitlin John, LLC 7,237 5.45 691 4.70
2026-04-15 13F Cypress Financial Planning Llc 15,533 0.00 1,482 -1.07
2026-04-17 13F Summit Wealth Partners, LLC 98,459 5.67 9,397 4.88
2026-05-15 13F Rafferty Asset Management, LLC 306,692 -31.54 29,271 -32.05
2026-04-20 13F Apella Capital, LLC 8,514 817
2026-02-17 13F Black Maple Capital Management LP 0 -100.00 0
2026-05-12 13F Portside Wealth Group, LLC 53,973 6.34 5,151 5.55
2026-02-26 13F/A Authentikos Wealth Advisory, LLC 0 -100.00 0
2026-01-30 13F Caldwell Securities, Inc 2,088 -19.72 201 -20.00
2026-04-29 13F Garde Capital, Inc. 609,268 58,149
2026-04-29 13F Strategic Blueprint, LLC 23,278 29.42 2,222 28.46
2026-05-08 13F King Luther Capital Management Corp 3,126 22.26
2026-05-14 13F RPg Family Wealth Advisory, LLC 76,832 12.02 7,333 11.18
2026-02-17 13F Nepc Llc 0 -100.00 0 -100.00
2026-04-16 13F CWC Advisors, LLC. 5,220 20.42 498 19.71
2026-04-30 13F Verdence Capital Advisors LLC 3,276 1.46 313 0.65
2026-05-05 13F Steel Peak Wealth Management LLC 9,500 0.34 907 -0.44
2026-05-14 13F We Are One Seven, LLC 36,423 -5.91 3,476 -6.61
2026-05-21 13F Verus Capital Partners, Llc 10,099 -21.06 964 -21.71
2026-05-14 13F Natixis 0 -100.00 0
2026-04-29 13F Capstone Wealth Management Group, Llc 0 -100.00 0
2026-05-07 13F Avidian Wealth Solutions, LLC Put 0 -100.00 0 -100.00
2026-01-20 13F Harbor Capital Advisors, Inc. 0 -100.00 0
2026-04-28 13F Belpointe Asset Management LLC 36,166 -8.93 3,452 -9.61
2026-04-10 13F DKM Wealth Management, Inc. 4,702 -2.61 449 -3.45
2026-04-07 13F City Center Advisors, LLC 5,072 6.00 484 5.22
2026-04-23 13F Caliber Wealth Management, LLC / KS 7,298 -5.15 697 -5.82
2026-05-15 13F/A EverSource Wealth Advisors, LLC 1,898 -42.24 181 -42.54
2026-05-08 13F Core Wealth Partners LLC 8,612 -0.05 822 -0.85
2026-05-13 13F Bank Of Montreal /can/ Call 0 -100.00 0 -100.00
2026-05-29 13F Keel Point, LLC 289,749 12.58 27,654 11.74
2026-04-29 13F CVA Family Office, LLC 1,037 1,360.56 99 1,533.33
2026-05-15 13F Smartleaf Asset Management LLC 446 -0.45 42 -2.33
2026-05-06 13F Meridian Wealth Management, LLC 47,519 5.26 4,535 4.49
2026-04-28 13F Cordoba Advisory Partners LLC 178,040 8.02 16,992 7.22
2026-05-14 13F Harvest Portfolios Group Inc. 1,897,311 10.51 181,079 9.68
2026-04-14 13F BayBridge Capital Group, LLC 3,337 0.00 321 0.00
2026-04-17 13F First Citizens Asset Management, Inc. 8,073 12.94 770 12.08
2026-05-04 13F Checchi Capital Advisers, LLC 12,284 -1.37 1,172 -2.09
2026-04-24 13F National Asset Management, Inc. 7,882 751
2026-05-05 13F Altman Advisors, Inc. 0 -100.00 0
2026-05-14 13F Retirement Capital Strategies 0 -100.00 0
2026-05-12 13F Circle Wealth Management, LLC 34,317 47.61 3,275 46.53
2026-05-15 13F Tudor Investment Corp Et Al 244,718 195.71 23,356 193.52
2026-05-14 13F Neuberger Berman Group LLC 4,238 -4.87 404 -5.61
2026-05-15 13F Transamerica Financial Advisors, Inc. 117,048 -0.99 11,171 -1.73
2026-04-28 13F Southern Michigan Bank & Trust 707 67
2026-05-05 13F Mirabaud & Cie SA 2,325 -92.81 222 -92.89
2026-05-11 13F Savvy Advisors, Inc. 7,136 3.71 681 3.03
2026-04-13 13F IFP Advisors, Inc 354,092 32.65 33,795 31.66
2026-04-27 13F Pensionmark Financial Group, Llc 34,656 -51.83 3,308 -52.20
2026-04-21 13F Laurel Oak Wealth Management, Llc 95,113 -23.99 9,078 -24.57
2026-05-08 13F Rik Saylor Financial, Inc. 6,282 -0.27 600 -0.99
2026-05-15 13F Pursuit Wealth Strategies, Llc 8,133 -3.49 776 -4.20
2026-05-07 13F Key Capital Management, INC 83 -38.06 8 -41.67
2026-05-01 13F Associated Banc-corp 2,933 2.98 280 2.20
2026-04-16 13F BridgePort Financial Solutions, LLC 4,445 -44.05 424 -44.43
2026-05-15 13F Quadrature Capital Ltd 6,751 644
2026-05-06 13F Hartland & Co., LLC 9,584 2.81 915 2.01
2026-05-13 13F First Citizens Bank & Trust Co 25,452 19.88 2,429 19.01
2026-04-06 13F Versant Capital Management, Inc 223 0.00 21 0.00
2026-02-06 13F Kilter Group LLC 0 -100.00 0
2026-04-29 13F Seelaus Asset Management LLC 9,157 874
2026-05-15 13F Mittelman Wealth Management 2,978 284
2026-04-22 13F Semitam Bonam Llc 27,073 10.20 2,584 9.36
2026-04-30 13F Sompo Japan Nipponkoa Asset Management Co.,ltd. 428,240 1.58 40,871 0.82
2026-05-15 13F Journey Retirement Planning & Investment Management Llc 0 -100.00 0
2026-05-11 13F Oxford Wealth Group, LLC 0 -100.00 0
2026-05-13 13F Cetera Investment Advisers 1,415,268 24.21 135,073 23.28
2026-05-05 13F Crestwood Advisors Group LLC 4,075 -11.22 389 -12.02
2026-04-14 13F Davies Financial Advisors, Inc. 0 -100.00 0
2026-02-11 13F Ipsen Advisor Group LLC 0 -100.00 0
2026-04-24 13F Blue Capital, Inc. 33,027 3,152
2026-02-11 13F Manchester Capital Management LLC 0 -100.00 0 -100.00
2026-04-16 13F Brookstone Capital Management 116,090 87.43 11,080 86.05
2026-05-08 13F Reicon Wealth Advisors, Llc 43 0.00 4 0.00
2026-05-12 13F WCG Wealth Advisors LLC 14,959 2.68 1,428 1.93
2026-05-14 13F Catalytic Wealth RIA, LLC 3,523 27.32 336 26.32
2026-04-17 13F RFG Advisory, LLC 16,083 -92.64 1,535 -92.70
2026-05-11 13F Eddie Patel Inc 7,859 56.49 750 55.60
2026-04-20 13F Fiduciary Alliance LLC 7,949 0.18 760 -0.52
2026-05-07 13F Tull Financial Group, Inc. 3,569 0.62 341 -0.29
2026-05-18 13F Graney & King, LLC 797 0.63 76 0.00
2026-01-27 13F Novem Group 0 -100.00 0
2026-05-13 13F Pioneer Family Office, LLC 23 0.00
2026-04-20 13F McMahon Financial Advisors, LLC 20,114 4.65 1,920 3.84
2026-05-13 13F Cetera Investment Advisers Call 2,500 0.00 4 -20.00
2026-05-15 13F Dimension Capital Management Llc 79,256 -3.36 7,564 -4.07
2026-05-13 13F Measured Wealth Private Client Group, LLC 33 0.00 3 0.00
2026-05-15 13F Squarepoint Ops LLC 18,979 -5.73 1,811 -6.41
2026-04-17 13F Andina Capital Management, LLC 5,954 -56.16 568 -56.51
2026-04-14 13F Arvest Investments, Inc. 186,886 17.55 17,836 16.67
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100.00 0
2026-02-17 13F Optiver Holding B.V. 0 -100.00 0
2026-05-08 13F HORAN Wealth, LLC 8,301 798
2026-04-07 13F CoreCap Advisors, LLC 3,138 -58.92 300 -59.26
2026-04-21 13F Gilpin Wealth Management, Llc 11,720 0.32 1,119 -0.45
2026-04-22 13F Benchmark Financial, LLC 72,774 19.27 6,946 18.37
2026-05-08 13F Buck Wealth Strategies, LLC 18,167 -5.30 1,734 -6.02
2026-05-13 13F Park Square Financial Group, LLC 0 -100.00 0
2026-04-23 13F Etesian Wealth Advisors, Inc. 22,751 19.79 2,171 18.89
2026-05-14 13F Northern Trust Corp 44,354 14.67 4,233 13.82
2026-05-08 13F/A JPL Wealth Management, LLC 93 9
2026-05-12 13F Chapman Financial Group, Llc 2,470 -3.89 236 -4.86
2026-04-27 13F Commonwealth Equity Services, Llc 0 -100.00 0 -100.00
2026-05-01 13F Richardson Financial Services Inc. 85 -27.35 8 -65.22
2026-05-14 13F Simplex Trading, Llc 50,658 4,835
2026-04-22 13F Promethium Advisors,llc 46,222 19.41 4,411 18.51
2026-04-22 13F SFG Wealth Management, LLC. 0 -100.00 0
2026-05-05 13F Pacific Wealth Management 152,209 5.06 14,527 4.27
2026-05-11 13F HBK Sorce Advisory LLC 3,998 380
2026-05-14 13F Evoke Wealth, Llc 12,965 -7.77 1,237 -8.44
2026-05-01 13F Diversify Advisory Services, LLC 0 -100.00 0
2026-05-05 13F Gaddis Premier Wealth Advisors LLC 3,931 0.00 375 -0.79
2026-05-04 13F Wolverine Asset Management Llc 4,100 0.00 391 -0.76
2026-02-12 13F CIBC Private Wealth Group, LLC 1,111 197.86 107 202.86
2026-04-28 13F Bfsg, Llc 1,032 0.00 98 -1.01
2026-04-17 13F Legacy Wealth Partners, LLC 21,624 159.72 2,064 157.88
2026-05-05 13F Midwest Professional Planners, LTD. 20,400 5.60 1,947 4.79
2026-04-07 13F Signaturefd, Llc 111 73.44 11 66.67
2026-05-13 13F Federation des caisses Desjardins du Quebec 6,824 -14.98 651 -15.56
2026-04-17 13F AdvisorNet Financial, Inc 460 67.27 44 65.38
2026-05-19 13F Western Wealth Management, LLC 30,641 2.18 2,924 1.42
2026-04-30 13F Hsbc Holdings Plc 7,885 -32.58 753 -33.10
2026-05-06 13F LPL Financial LLC 5,958,061 15.24 568,637 14.38
2026-04-27 13F Forte Asset Management Llc 34,911 -3.16 3,332 -3.89
2026-04-21 13F Merkkuri Wealth Advisors LLC 382 36
2026-05-08 13F TPG Financial Advisors, LLC 256,904 -1.52 24,519 -2.26
2026-05-09 13F DiMeo Schneider & Associates, L.L.C. 16,645 6.01 1,589 5.24
2026-04-28 13F Whittier Trust Co Of Nevada Inc 164 720.00 16 1,400.00
2026-05-15 13F Empowered Funds, LLC 0 -100.00 0 -100.00
2026-05-12 13F Community Bank, N.A. 65 0.00 6 0.00
2026-04-20 13F TFB Advisors LLC 0 -100.00 0
2026-05-08 13F SHP Wealth Management 41 4
2026-04-23 13F Harbor Investment Advisory, Llc 1,211 -81.38 116 -81.60
2026-05-14 13F Betterment LLC 167,998 10.66 16 14.29
2026-05-15 13F Evelyn Partners Asset Management Ltd 11,005 0.14 1,050 -0.57
2026-04-22 13F MFA Wealth Services 35,412 4.23 3,380 3.43
2026-05-11 13F Glaxis Capital Management, LLC 55,840 1,140.89 5,329 1,133.56
2026-04-29 13F Cary Street Partner Investment Advisory Llc 19,360 2.55 1,848 1.76
2026-05-01 13F Citizens Financial Group Inc/ri 89,807 -2.86 8,571 -3.59
2026-05-08 13F Jackson Hole Capital Partners, LLC 5 0.00 0
2026-04-22 13F Coastal Investment Advisors, Inc. 4,721 0.02 451 -0.66
2026-05-07 13F Little House Capital Llc 113,621 -1.67 10,844 -2.40
2026-02-11 13F Wellspring Financial Advisors, LLC 0 -100.00 0 -100.00
2026-05-06 13F Modera Wealth Management, LLC 105,986 143.42 10,115 141.64
2026-01-05 13F Chesapeake Asset Management Llc 0 -100.00 0 -100.00
2026-04-21 13F Argo Wealth Advisory, LLC 66,614 2.93 6,358 2.15
2026-05-07 13F Virtue Capital Management, LLC 299,377 3.95 28,522 3.08
2026-05-15 13F Quinn Opportunity Partners LLC 35,000 -66.98 3,340 -67.23
2026-04-24 13F Stock Yards Bank & Trust Co 0 -100.00 0
2026-05-13 13F Schoolcraft Capital LLC 314,918 4.68 30,056 3.90
2026-04-17 13F Atlas Brown,Inc. 20,222 23.22 1,930 22.31
2026-04-23 13F BLVD Private Wealth, LLC 0 -100.00 0
2026-01-14 13F Northwest Wealth Management, Llc 0 -100.00 0
2026-04-21 13F Old National Bancorp /in/ 2,941 2.12 281 1.45
2026-05-14 13F 1832 Asset Management L.P. 56,828 7.10 5,424 6.29
2026-05-12 13F IPG Investment Advisors LLC 67,424 2.63 6,435 1.85
2026-05-13 13F DRW Securities, LLC 67,338 -32.59 6,427 -33.10
2026-05-05 13F Aventura Private Wealth, LLC 457 0.00 44 0.00
2026-04-14 13F Focus Financial Network, Inc. 383,634 3.56 36,614 2.79
2026-04-23 13F Global Trust Asset Management, LLC 98,909 11.39 9,440 10.55
2026-04-24 13F KPP Advisory Services LLC 3,207 4.50 306 3.73
2026-04-09 13F Pinkerton Retirement Specialists, LLC 2,738 18.73 263 19.00
2026-05-05 13F Cherry Tree Wealth Management, LLC 1,132 205.12 108 208.57
2026-04-30 13F Costello Asset Management, INC 76 0.00 7 0.00
2026-05-15 13F Estate Counselors, LLC 227,204 95.55 21,684 94.09
2026-04-17 13F CENTRAL TRUST Co 92 -54.68 9 -57.89
2026-04-21 13F E&G Advisors, LP 5,862 -3.30 559 -3.95
2026-05-12 13F Kovack Advisors, Inc. 12,628 82.35 1,204 80.90
2026-06-02 13F Blue Edge Capital, LLC 344,363 2.82 32,866 2.06
2026-04-30 13F Texas Bank & Trust Co 6,440 49.52 615 48.31
2026-05-04 13F Camden National Bank 0 -100.00 0
2026-05-04 13F King Wealth 10,285 1.23 1
2026-05-14 13F Dynasty Wealth Management, Llc 81,092 17.86 7,739 16.97
2026-04-27 13F Truist Financial Corp 1,913,814 10.61 182,654 9.78
2026-04-13 13F Chesley Taft & Associates LLC 0 -100.00 0
2026-05-01 13F TSA Wealth Managment LLC 4,893 40.08 467 39.10
2026-05-04 13F Retirement Income Solutions, Inc 2,909 0.00 278 -0.72
2026-05-12 13F Leavell Investment Management, Inc. 69,984 4.52 6,679 3.74
2026-02-09 13F Quest Partners LLC 1,009,045 149.74 97,030 148.96
2026-04-28 13F SeaBridge Investment Advisors LLC 208,041 0.57 19,855 -0.18
2026-05-14 13F Blalock Williams, Llc 4,815 8.76 460 8.00
2026-04-28 13F Flagship Harbor Advisors, Llc 0 -100.00 0
2026-05-15 13F NorthRock Partners, LLC 524,082 28.39 50,018 27.43
2026-05-06 13F Greenwood Gearhart Inc 798,912 9.55 76,248 8.73
2026-05-08 13F Act Two Investors Llc 207,870 -13.30 19,839 -13.95
2026-05-15 13F Jain Global LLC 56,106 5,355
2026-05-11 13F Umb Bank N A/mo 4,513 -16.72 431 -17.47
2026-05-15 13F Aqr Capital Management Llc 6,628 13.69 633 12.86
2026-05-15 13F Jain Global LLC Call 350,000 33,404
2026-05-15 13F Jain Global LLC Put 350,000 33,404
2026-05-13 13F Dynamic Wealth Strategies, LLC 21,846 -25.20 2,085 -25.78
2026-04-22 13F Arcadia Investment Management Corp/mi 20 -60.00 2 -75.00
2026-05-08 13F Resources Investment Advisors, LLC. 194,114 -2.45 18,526 -3.18
2026-05-04 13F Envestnet Asset Management Inc 14,752,602 16.04 1,407,988 15.17
2026-05-11 13F GenWealth Group, Inc. 489,306 7.02 46,699 6.07
2026-04-22 13F Formidable Asset Management, LLC 23,222 4.26 2,233 3.96
2026-04-28 13F GM Advisory Group, Inc. 4,756 0.02 454 -0.88
2026-04-24 13F Syntax Research, Inc. 88,480 0.62 8,445 -0.13
2026-05-14 13F Mcguire Capital Advisors Inc 51 24.39 5 33.33
2026-05-15 13F SummitTX Capital, L.P. 77,953 0.30 7,440 -0.45
2026-05-21 13F JDM Financial Group LLC 0 -100.00 0
2026-04-17 13F Visionary Horizons, LLC 2,187 209
2026-05-05 13F Bluedoor Private Wealth, Llc 4,432 -22.38 423 -23.13
2026-04-30 13F Kestra Advisory Services, LLC 394,006 8.20 37,604 7.39
2026-04-15 13F Seacrest Wealth Management, Llc 11,723 31.04 1,119 29.55
2026-05-15 13F Inspire Advisors, LLC 2,615 250
2026-04-22 13F Apollon Wealth Management, LLC 35,351 460.95 3,374 457.52
2026-05-14 13F First International Bank of Israel Ltd. 19,623 24.81 1,873 23.89
2026-05-01 13F FDx Advisors, Inc. 9,410 -6.67 1
2026-04-10 13F AssuredPartners Investment Advisors, LLC 47,056 2.84 4,471 1.61
2026-05-18 13F Centaurus Financial, Inc. 1,607 2.10 0
2026-02-11 13F Group One Trading, L.p. 0 -100.00 0
2026-04-22 13F Larry Mathis Financial Planning, LLC 5,924 23.13 565 22.29
2026-05-01 13F Avion Wealth 131 0.00 0
2026-05-11 13F MCF Advisors LLC 1,654 -13.94 158 -14.67
2026-05-06 13F WealthTrust Asset Management, LLC 14,566 0.73 1,390 0.00
2026-05-12 13F M&t Bank Corp 4,349 3.40 415 2.72
2026-05-01 13F Fifth Third Bancorp 312,569 58.68 29,832 57.49
2026-05-12 13F Red Reef Advisors Llc 337 0.00 32 0.00
2026-04-20 13F SILVER OAK SECURITIES, Inc 7,594 -18.40 725 -19.29
2026-04-24 13F My Purposeful Wealth Corp. 4,706 449
2026-02-17 13F Capital Insight Partners, Llc 54,845 -10.54 5,274 -10.82
2026-02-13 13F LGT Financial Advisors LLC 0 -100.00 0
2026-04-03 13F Hickory Point Bank & Trust 161 15
2026-05-11 13F Cornerstone Planning, LLC 0 -100.00 0
2026-04-27 13F Bulltick Wealth Management, LLC 205,432 28.80 19,606 27.84
2026-05-13 13F Marex Group plc 2,700 258
2026-01-14 13F ORG Partners LLC 22,538 0.17 2,168 -0.09
2026-05-08 13F Align Financial, LLC 0 -100.00 0
2026-05-08 13F Fortis Group Advisors, LLC 54 0.00 5 0.00
2026-04-14 13F FC Advisory LLC 3,249 8.77 310 8.01
2026-05-15 13F Fiduciary Trust Co 6,153 -1.60 587 -2.33
2026-04-27 13F Arrien Investments, Inc. 0 -100.00 0
2026-04-27 13F Tsfg, Llc 194 -14.16 0
2026-05-08 13F Sofos Investments, Inc. 10 -89.58 1 -100.00
2026-05-15 13F Manufacturers Life Insurance Company, The 270,840 181.61 25,849 179.50
2026-05-15 13F Goldman Sachs Group Inc 1,092,414 61.94 104,260 60.72
2026-04-17 13F Sovereign Financial Group, Inc. 3,696 11.16 353 10.34
2026-04-10 13F Lifestyle Asset Management, Inc. 136,422 13,020
2026-05-07 13F Forum Finance Group S.A. 2,225 0
2026-04-21 13F Columbus Macro, LLC 35,520 2.35 3,390 1.59
2026-04-08 13F LifeGuide Financial Advisors, LLC 468,039 6.62 44,670 5.91
2026-04-24 13F American Institute for Advanced Investment Management, LLP 6,635 14.75 633 14.05
2026-02-11 13F Janney Capital Management LLC 92,531 -2.61 9 -11.11
2026-05-15 13F Ancora Advisors, LLC 788 0.00 75 0.00
2026-05-14 13F Trustmark National Bank Trust Department 195,223 0.59 18,632 -0.16
2026-02-10 13F Savant Capital, LLC 0 -100.00 0
2026-04-22 13F Aspire Capital Advisors LLC 60,749 14.24 5,798 13.38
2026-04-30 13F Prevail Innovative Wealth Advisors, Llc 6,349 21.51 606 20.52
2026-04-01 13F First Financial Bank - Trust Division 353,112 2.68 33,701 1.92
2026-05-15 13F Tower Research Capital LLC (TRC) 33,177 -40.88 3,166 -41.33
2026-04-10 13F Perigon Wealth Management, LLC 60,820 9.59 5,805 8.77
2026-02-03 13F Orion Capital Management LLC 0 -100.00 0
2026-05-15 13F ARGI Investment Services, LLC 1,889,214 -8.33 180,307 -9.01
2026-05-05 13F Robinson Value Management, Ltd. 21,611 1.50 2,063 0.73
2026-05-05 13F Landing Point Financial Group, LLC 2,445 233
2026-05-12 13F Hanlon Investment Management, Inc. 36,737 19.47 3,506 18.61
2026-04-15 13F DAVENPORT & Co LLC 60,521 1.77 5,776 1.01
2026-05-08 13F Summit Asset Management, LLC 94,687 -2.62 9,037 -3.36
2026-02-12 13F Logan Capital Management Inc 0 -100.00 0 -100.00
2026-05-04 13F Good Steward Wealth Advisors,LLC 54,301 3.37 5,182 2.59
2026-04-21 13F Stapp Wealth Management, Pllc 0 -100.00 0
2026-05-14 13F Prudential Plc 2,100 -93.63 200 -93.69
2026-04-29 13F First Interstate Bank 53,680 -18.48 5,123 -19.08
2026-05-12 13F Tiaa-cref Individual & Institutional Services, Llc 91,466 8,730
2026-05-13 13F Signature Equity Partners, LLC 999 8.71 95 7.95
2026-04-14 13F Hamlin Capital Management, LLC 10,756 0.00 1,027 -0.77
2026-05-14 13F Dauntless Investment Group, LLC Call 824,700 78,709
2026-05-11 13F First National Bank Of Omaha 116,666 7.00 11,121 5.82
2026-05-15 13F Mercer Global Advisors Inc /adv 38,940 32.94 3,716 31.96
2026-05-05 13F Total Wealth Planning & Management, Inc. 7,478 714
2026-04-16 13F Waystone Advisors Llc 5,016 1.05 479 0.21
2026-04-30 13F Mmbg Investment Advisors Co. 11,229 34.82 1,072 33.88
2026-05-13 13F Archetype Wealth Partners 601,226 0.49 57 0.00
2026-05-06 13F Mechanics Financial Corp 1,510 0.00 144 -0.69
2026-05-12 13F TD Waterhouse Canada Inc. 53,239 -7.78 5,050 -9.03
2026-04-21 13F Strategic Equity Management 153,619 14,661
2026-04-20 13F Ritholtz Wealth Management 164,895 -5.26 15,738 -5.97
2026-05-12 13F Colonial Trust Co / SC 656 -7.99 63 -8.82
2026-05-15 13F Cerity Partners LLC 983,964 1.30 93,910 0.54
2026-04-08 13F WealthCare Investment Partners, LLC 4,399 -7.56 419 -8.32
2026-05-04 13F Autumn Glory Partners, LLC 27,227 2,599
2026-05-14 13F Horizon Investments, LLC 334 209.26 32 210.00
2026-05-13 13F NewEdge Wealth, LLC 17,707 1,690
2026-05-13 13F West Chester Capital Advisors, Inc 153,851 -7.56 14,684 -8.25
2026-05-05 13F Atria Investments Llc 186,306 93.32 17,781 91.87
2026-02-11 13F Flagship Wealth Advisors, Llc 0 -100.00 0
2026-05-07 13F EPG Wealth Management LLC 85 0.00 8 0.00
2026-05-15 13F AlphaCore Capital LLC 59,414 -8.09 5,670 -8.78
2026-05-15 13F Verition Fund Management LLC Call 300,000 28,632
2026-04-21 13F Wedbush Securities Inc 14,179 6.76 1 0.00
2026-05-15 13F Verition Fund Management LLC Put 200,000 19,088
2026-04-07 13F Boltwood Capital Management 30,050 3.98 2,868 3.17
2026-04-28 13F Stratos Wealth Partners, LTD. 126,901 31.14 12,111 30.16
2026-04-15 13F Norden Group Llc 7,508 -9.18 717 -9.82
2026-04-27 13F Moneywise, Inc. 73,371 7,003
2026-04-22 13F Traphagen Investment Advisors Llc 4,017 -24.73 383 -25.34
2026-05-15 13F Armis Advisers, LLC 71,501 -5.40 6,744 -5.95
2026-04-13 13F Catalyst Private Wealth, Llc 2,722 -0.66 260 -1.52
2026-05-06 13F Hallmark Capital Management Inc 1 0.00 0
2026-05-11 13F Fairscale Capital, LLC 409 0.00 39 0.00
2026-05-15 13F XTX Topco Ltd 24,254 69.17 2,315 67.92
2026-04-30 13F Csenge Advisory Group 18,277 -13.42 1,744 -14.05
2026-05-14 13F Pinnacle Financial Partners, Inc. 83,899 0.58 8,007 -0.16
2026-05-05 13F Fisher Asset Management, LLC 147,045,481 9.06 14,034,021 8.24
2026-04-24 13F Tcfg Wealth Management, Llc 3,216 2.13 307 1.32
2026-05-15 13F Huntington National Bank 1,398 121.55
2026-04-23 13F Ironwood Wealth Management, LLC. 440,202 2.17 42,013 1.40
2026-05-15 13F Gotham Asset Management, LLC 5,154 0.00 492 -0.81
2026-04-16 13F Capital Investment Advisors, LLC 4,545 3.53 434 2.61
2026-05-07 13F Madison Asset Management, LLC 169,189 3.16 16,147 2.38
2026-05-14 13F Camarda Financial Advisors, LLC 12,261 -0.37 1,170 -1.10
2026-04-10 13F Quaker Wealth Management, LLC 188,165 3.56 17,958 2.78
2026-04-29 13F Advance Capital Management, Inc. 8,771 -15.93 837 -16.55
2026-05-15 13F Citadel Advisors Llc 3,431,225 327,476
2026-05-06 13F Deutsche Bank Ag\ 7,400 37.04 706 36.03
2026-05-15 13F Citadel Advisors Llc Call 737,400 -18.96 70,377 -19.56
2026-05-04 13F Chicago Partners Investment Group LLC 107,332 5.10 10,252 4.63
2026-05-14 13F Banco Bilbao Vizcaya Argentaria, S.a. 92,514 -36.73 8,787 -37.64
2026-05-15 13F Citadel Advisors Llc Put 674,800 -76.78 64,403 -76.95
2026-05-11 13F Td Asset Management Inc 2,621 250
2026-04-09 13F Rockingstone Advisors LLC 6,740 -23.71 643 -24.26
2026-05-13 13F Drake & Associates, LLC 0 -100.00 0
2026-05-11 13F Integrity Alliance, Llc. 36,688 45.47 3,502 44.37
2026-04-14 13F Wealthcare Advisory Partners LLC 1,072,046 39.69 102,316 38.64
2026-04-22 13F Sykon Capital Llc 0 -100.00 0
2026-04-28 13F Golden State Wealth Management, LLC 1,347 -2.32 129 -3.03
2026-05-07 13F Sagespring Wealth Partners, Llc 52,018 19.19 4,965 18.30
2026-05-07 13F Cassaday & Co Wealth Management LLC 562 54
2026-04-15 13F Exchange Traded Concepts, Llc 193,448 -17.13 18,463 -17.75
2026-05-13 13F BTS Asset Management, Inc. 5,756 0.07 549 -0.54
2026-04-07 13F Legacy Private Trust Co. 5,068 -36.99 484 -37.52
2026-04-30 13F Ibex Wealth Advisors 16,504 -5.13 1,575 -5.80
2026-05-11 13F Pinnacle Wealth Planning Services, Inc. 848 4.69 81 3.90
2026-04-24 13F Key FInancial Inc 4,194 6,352.31 400 6,566.67
2026-05-05 13F Premier Financial Group 0 -100.00 0
2026-04-17 13F Phil A. Younker & Associates, Ltd. 9,705 0.00 926 -0.75
2026-04-22 13F Coston, McIsaac & Partners 210 0.00 0
2026-05-01 13F R. W. Roge & Company, Inc. 3,217 -6.59 0
2026-05-12 13F Jane Street Group, Llc Call 6,114,500 178.32 583,568 176.24
2026-05-12 13F Jane Street Group, Llc Put 5,084,800 131.26 485,293 129.53
2026-05-12 13F Jane Street Group, Llc 8,950 50.19 854 49.04
2026-04-03 13F Ridgewood Investments LLC 3,335 -18.48 318 -19.29
2026-05-04 13F Brickley Wealth Management 6,763 0.00 645 -0.77
2026-04-14 13F Prospera Financial Services Inc 146,030 1.61 13,937 0.85
2026-05-07 13F Hanover Advisors Inc 11,930 -2.66 1,139 -3.40
2026-05-12 13F Waterloo Capital, L.P. 84,744 -37.96 8,088 -38.43
2026-04-10 13F Benin Management CORP 5,781 52.41 552 51.37
2026-04-10 13F Lwm Advisors Inc 29,576 1.45 2,823 0.68
2026-05-01 13F Wealthspire Advisors, LLC 2,659 254
2026-05-12 13F Tiaa Trust, National Association 0 -100.00 0
2026-05-06 13F Quest 10 Wealth Builders, Inc. 5 0.00 0
2026-05-12 13F Ballast Advisors Llc 1,450 1.83 0 -100.00
2026-05-14 13F Gts Securities Llc 3,155 -81.42 301 -81.56
2026-04-22 13F Peavine Capital, Llc 1,771,690 -1.90 169,090 -2.63
2026-04-30 13F SkyOak Wealth, LLC 161,754 15.76 15,438 14.88
2026-05-14 13F Lighthouse Investment Partners, LLC 32,058 -8.75 3,060 -9.44
2026-01-14 13F Crumly & Associates Inc. 0 -100.00 0
2026-04-30 13F Nuveen, LLC 0 -100.00 0
2026-05-12 13F Second Half Financial Partners, LLC 4,296 41.36 410 40.41
2026-05-08 13F Vanguard Advisers Inc 298 28
2026-04-15 13F Trust Co Of Toledo Na /oh/ 117 0.00 11 0.00
2026-04-29 13F Duncker Streett & Co Inc 1,437 0.00 137 -0.72
2026-05-13 13F 1620 Investment Advisors, Inc. 37,291 3.14 3,559 2.39
2026-04-22 13F Tru Independence Asset Management 2, Llc 56,911 0.23 5,432 -0.53
2026-05-15 13F LMR Partners LLP Call 100,000 9,544
2026-04-28 13F Retirement Financial Solutions, Llc 125,131 -30.68 11,943 -31.21
2026-04-22 13F Muirfield Wealth Advisors Llc 65,535 7.37 6,255 6.56
2026-05-12 13F Insigneo Advisory Services, Llc 7,179 72.36 685 71.25
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 40,826 9.59 3,895 8.98
2026-05-05 13F Rollins Financial Advisors, LLC 10,602 -1.88 1,012 -2.69
2026-05-08 13F Stelac Advisory Services LLC 2,790 266
2026-02-11 13F Viewpoint Capital Management LLC 0 -100.00 0
2026-04-16 13F Ttp Investments, Inc. 0 -100.00 0
2026-04-23 13F Atlas Private Wealth Advisors 182,434 2.57 17,412 1.80
2026-05-14 13F Gladstone Institutional Advisory LLC 8,833 -0.95 843 -1.63
2026-05-07 13F Dakota Wealth Management 29,419 -5.92 2,808 -6.62
2026-05-11 13F CacheTech Inc. 0 -100.00 0
2026-05-15 13F Old Mission Capital Llc Call 375,400 25
2026-05-06 13F Barings Llc 288,213 -56.32 27,507 -56.65
2026-04-15 13F Stordahl Capital Management, Inc. 30,872 -0.49 2,946 -1.24
2026-05-05 13F Signet Financial Management, Llc 44,638 8.19 4,260 7.39
2026-05-15 13F Old Mission Capital Llc Put 121,100 121
2026-04-29 13F BEAM Asset Management, LLC 38,900 20.78 3,713 19.90
2026-04-30 13F Roman Butler Fullerton & Co 0 -100.00 0
2026-04-27 13F DSG Capital Advisors, LLC 254,807 -1.88 24,319 -2.76
2026-05-14 13F Redwood Investment Management, Llc 12,906 21.06 1 0.00
2026-05-11 13F Ashton Thomas Private Wealth, LLC 41,989 73.14 4,007 71.83
2026-05-15 13F IHT Wealth Management, LLC 63,883 -8.35 6,097 -9.03
2026-05-19 13F Paragon Private Wealth Management, LLC 11,251 8.26 1,074 7.41
2026-04-15 13F Signature Estate & Investment Advisors Llc 12,094 0.88 1,154 0.17
2026-05-12 13F Guerra Pan Advisors, Llc 4,795 458
2026-05-15 13F Victory Capital Management Inc 399,797 -41.40 38,157 -41.84
2026-05-06 13F Annis Gardner Whiting Capital Advisors, LLC 3,335 0.72 318 0.00
2026-05-05 13F Leo Wealth, LLC 464,602 11.16 44,341 10.30
2026-04-20 13F LifeWealth Investments, LLC 0 -100.00 0
2026-05-15 13F Keating Financial Advisory Services, Inc. 12,192 4.33 1,164 3.56
2026-04-21 13F Maltin Wealth Management, Inc. 14,520 136.29 1,386 134.75
2026-04-24 13F UMA Financial Services, Inc. 113 11
2026-04-30 13F ETF Store, Inc. 22,880 0.33 2,184 -0.41
2026-04-27 13F Nvwm, Llc 3,141 -93.30 300 -93.37
2026-05-06 13F Sound View Wealth Advisors Group, LLC 13,253 -2.14 1,265 -2.92
2026-05-13 13F Triumph Capital Management 2,880 -26.40 275 -27.13
2026-05-20 13F Cadia Private Client LLC 12,234 31.32 1,168 30.39
2026-05-14 13F Pacific Financial Group Inc 3,422 9.82 327 9.03
2026-05-15 13F Qube Research & Technologies Ltd 261,978 25,003
2026-04-10 13F Melfa Wealth Management, Llc 6,735 7.19 643 6.29
2026-04-10 13F Ballew Advisors, Inc 54,993 3.62 5,248 2.70
2026-04-21 13F GHP Investment Advisors, Inc. 688 66
2026-05-15 13F Ameriprise Financial Inc 18,510,559 22.72 1,764,251 21.99
2026-04-30 13F Money Concepts Capital Corp 60,256 -57.14 5,751 -57.46
2026-05-01 13F Valmark Advisers, Inc. 5,833 78.00 557 76.51
2026-04-17 13F Richards, Merrill & Peterson, Inc. 499 0.00 48 0.00
2026-05-08 13F Smithfield Trust Co 12 0.00 0
2026-05-29 13F Asset Dedication, LLC 555 86.87 53 85.71
2026-05-11 13F OpenArc Corporate Advisory, LLC 0 -100.00 0
2026-05-14 13F Wealth Alliance 40,157 3.88 3,833 3.09
2026-02-13 13F North Ridge Wealth Advisors, Inc. 0 -100.00 0
2026-05-04 13F Nwam Llc 3,476 0.03 332 -0.60
2026-05-15 13F Veridan Wealth LLC 42,872 3.80 4,092 3.02
2026-05-12 13F Voya Financial Advisors, Inc. 36,449 8.31 3,448 6.09
2026-04-10 13F Matrix Trust Co 18,319 0.27 2 0.00
2026-04-20 13F Pathfinder Wealth Consulting, Inc. 0 -100.00 0
2026-05-04 13F Global View Capital Management LLC 26,185 -9.30 2,499 -9.98
2026-05-14 13F Modern Wealth Management, LLC 192,319 14.25 18,278 12.92
2026-03-17 13F U S Wealth Group, Llc. 104,786 -1.16 10,076 -1.47
2026-04-08 13F Ehrlich Financial Group 21,276 2,031
2026-04-30 13F Forza Wealth Management, LLC 11,615 -3.16 1,109 -3.90
2026-04-29 13F Ascent Advisors, LLC 72,634 6,932
2026-01-12 13F Heartwood Wealth Advisors LLC 0 -100.00 0
2026-04-28 13F Umpqua Bank 66,693 6,365
2026-04-15 13F Dedeker Financial LLC 14,365 22.94 1,371 22.08
2026-05-15 13F Change Path, LLC 27,871 1.94 2,660 1.18
2026-05-14 13F Regal Investment Advisors LLC 12,378 17.06 1,181 16.24
2026-05-01 13F MY Wealth Management Inc. 142,748 211.97 13,614 209.46
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 1,216 116
2026-04-10 13F TCP Asset Management, LLC 9,067 -2.08 865 -2.81
2026-04-28 13F Nbt Bank N A /ny 4,723 79.79 451 78.57
2026-05-12 13F Strategy Asset Managers Llc 3,280 -0.06 313 -0.63
2026-05-05 13F Wealthfront Advisers Llc 16,798 42.48 1,603 41.48
2026-05-13 13F 17 Capital Partners, Llc 13,761 -60.07 1,313 -60.37
2026-05-05 13F Mount Lucas Management LP 53,239 159.97 5,081 158.05
2026-05-08 13F Generation Capital Management LLC 15,086 0.00 1,440 -0.76
2026-02-17 13F Toronto Dominion Bank 0 -100.00 0
2026-04-08 13F Canandaigua National Trust Co of Florida 0 -100.00 0
2026-04-17 13F Murphy & Mullick Capital Management Corp 169 0.00 16 0.00
2026-05-11 13F United Capital Management of KS, Inc. 259,245 4.37 24,742 3.59
2026-04-29 13F/A Farmers & Merchants Trust Co of Chambersburg PA 43,097 7.85 4 33.33
2026-05-07 13F Oak Harbor Wealth Partners, Llc 20,895 10.01 1,994 9.20
2026-05-12 13F Riggs Asset Managment Co. Inc. 42,326 0.50 4,040 -0.25
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