IVE - iShares Trust - iShares S&P 500 Value ETF Ações - Preço das Ações, Propriedade Institucional, Acionistas (SNSE)

iShares Trust - iShares S&P 500 Value ETF
CL ˙ SNSE ˙ US4642874089
Estatísticas Básicas
Proprietários Institucionais 1698 total, 1692 long only, 0 short only, 6 long/short - change of 5.20% MRQ
Alocação Média no Portfólio 0.7387 % - change of 4.73% MRQ
Ações Institucionais (Longas) 188,981,919 (ex 13D/G) - change of 22.90MM shares 13.79% MRQ
Valor Institucional (Longa) $ 38,208,848 USD ($1000)
Propriedade Institucional e Acionistas

iShares Trust - iShares S&P 500 Value ETF (CL:IVE) tem 1698 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 188,981,919 ações. Os maiores acionistas incluem Envestnet Asset Management Inc, Jpmorgan Chase & Co, Morgan Stanley, LPL Financial LLC, Bank Of America Corp /de/, Wells Fargo & Company/mn, UBS Group AG, Cetera Investment Advisers, Stifel Financial Corp, and Ameriprise Financial Inc .

iShares Trust - iShares S&P 500 Value ETF (SNSE:IVE) 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%.

CL:IVE / iShares Trust - iShares S&P 500 Value ETF Institutional Ownership
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

Veja o Explorador de Propriedade, que fornece uma lista das empresas com melhor classificação.

Veja as Ações de Maior Classificação
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Arquivamentos 13F e NPORT

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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.
(%)
2026-02-13 13F Archetype Wealth Partners 1,651 0.00 0
2026-04-09 13F Avenue 1 Advisors, LLC 1,976 7.16 417 6.65
2026-01-28 13F Consolidated Planning Corp 1,396 11.24 296 14.29
2026-02-14 13F Silver Grove Financial Group, Inc. 7,562 0.00 1,562 0.00
2025-11-07 13F Synovus Financial Corp 13,422 6.70 2,773 12.77
2026-02-04 13F JSF Financial, LLC 5,850 -2.06 1,241 0.57
2026-02-03 13F Sequoia Financial Advisors, LLC 26,792 -1.99 5,682 0.64
2026-02-12 13F Hamilton Point Investment Advisors, LLC 294 62
2026-02-13 13F AlTi Global, Inc. 11,453 0.00 2,429 2.66
2026-02-17 13F Turim 21 Investimentos Ltda. 1,206 0.00 87 19.44
2026-02-03 13F Ballast Advisors Llc 446 28.53 95 32.39
2026-02-17 13F Michelson Medical Research Foundation, Inc. 0 -100.00 0
2026-02-11 13F Eldridge Investment Advisors, Inc. 7,885 0.00 1,672 2.70
2026-01-12 13F CVA Family Office, LLC 3,627 0.00 769 2.67
2026-01-30 13F Axis Wealth Partners, LLC 11,462 -26.12 2,431 -24.13
2026-01-30 13F Sofi Wealth, Llc 975,625 1.11 206,901 3.83
2026-02-13 13F Smartleaf Asset Management LLC 11,118 3.89 2,374 7.81
2026-02-17 13F Cahill Financial Advisors Inc 104,567 -0.28 22,175 2.41
2026-02-09 13F Harbour Investments, Inc. 40,716 3.38 8,635 6.17
2026-03-20 13F/A Hsbc Holdings Plc 3,950 0.00 838 2.70
2026-01-12 13F ONE Advisory Partners, LLC 104,564 38.59 22,175 43.85
2026-01-22 13F City Holding Co 1,509 80.94 320 86.05
2026-02-12 13F JPL Wealth Management, LLC 0 -100.00 0
2026-02-02 13F Ellis Investment Partners, LLC 12,709 -6.26 2,695 -3.75
2026-02-10 13F Ellevest, Inc. 1,225 0.41 260 3.19
2026-02-17 13F Asset One Wealth Management LLC 1,050 230
2026-02-05 13F Tucker Asset Management Llc 249 67.11 53 73.33
2026-02-13 13F Wells Fargo & Company/mn 6,264,139 1.96 1,328,436 4.70
2026-04-08 13F Thompson Investment Management, Inc. 18,729 5.50 3,955 5.05
2026-01-27 13F TD Waterhouse Canada Inc. 165,522 5.35 35,092 7.50
2026-01-28 13F Aureum Wealth Management, LLC 2,305 489
2025-11-07 13F Florida Financial Advisors, Llc 0 -100.00 0 -100.00
2026-01-20 13F Partners Wealth Management, Llc 11,737 -0.76 2,489 1.88
2026-01-27 13F Regions Financial Corp 234,089 2.48 49,643 5.24
2026-02-05 13F RiverFront Investment Group, LLC 1,561 0.00 331 2.80
2026-02-09 13F Fisher Asset Management, LLC 10,829 14.85 2,297 17.93
2026-01-28 13F Fairway Wealth LLC 1,362 0.00 289 2.49
2026-01-16 13F Genesis Financial Group, LLC 2,110 447
2026-02-06 13F Envestnet Portfolio Solutions, Inc. 2,540,243 47.39 538,709 51.36
2026-02-17 13F EFG International AG 4,282 908
2026-02-02 13F Ashton Thomas Securities, Llc 0 -100.00 0
2026-01-21 13F Wealthbridge Capital Management, Llc 11,930 0.61 2,530 3.35
2026-01-14 13F Tradewinds Capital Management, LLC 547 0.00 116 3.57
2026-01-15 13F Ironwood Financial, llc 97,922 -3.01 21,272 2.02
2026-04-08 13F Miracle Mile Advisors, LLC 277,079 -16.06 58,505 -16.42
2026-01-26 13F Key Capital Management, INC 1,672 355
2026-02-05 13F Thrivent Financial For Lutherans 332,889 27.66 71 32.08
2026-02-09 13F Carl P. Sherr & Co., LLC 4,018 -4.74 873 0.11
2026-02-09 13F Interactive Financial Advisors 1,431 -11.39 304 -9.01
2026-02-13 13F Resources Management Corp /ct/ /adv 24 0.00 0
2026-01-30 13F Sigma Planning Corp 106,012 1.61 22,482 4.34
2026-02-05 13F Beese Fulmer Investment Management, Inc. 65,073 0.45 13,800 3.15
2026-01-23 13F Private Wealth Management Group, LLC 7,164 4.75 1,519 7.58
2026-02-17 13F Russell Investments Group, Ltd. 2,896 22.14 614 25.56
2026-04-01 13F Bangor Savings Bank 1,303 -0.15 275 -0.36
2026-01-13 13F Parsons Capital Management Inc/ri 1,107 -4.07 235 -1.68
2026-01-27 13F Michael Brady & Co., LLC 1,018 216
2026-01-15 13F Foundation Wealth Management, LLC\PA 3,114 0.00 660 2.64
2026-02-12 13F Conservest Capital Advisors, Inc. 2,080 0.00 441 2.80
2026-02-17 13F Captrust Financial Advisors 129,449 -3.27 27,452 -0.66
2026-02-13 13F Gts Securities Llc 0 -100.00 0
2026-02-23 13F Wealth Preservation Advisors, LLC 672 0.00 143 2.90
2026-01-22 13F Glass Jacobson Investment Advisors llc 14,052 -0.84 2,980 1.85
2026-02-13 13F Truvestments Capital Llc 100 0.00 21 5.00
2026-04-09 13F VERITY Wealth Advisors 3,448 -0.12 728 -0.55
2026-02-02 13F Bay Harbor Wealth Management, LLC 83,200 42.98 17,644 46.84
2026-02-09 13F Allium Financial Advisors, Llc 1,887 0.00 400 2.83
2026-01-12 13F Certified Advisory Corp 5,441 -0.37 1,154 2.31
2026-02-06 13F Addison Advisors LLC 186 0.00 39 2.63
2026-02-06 13F Pnc Financial Services Group, Inc. 2,343,536 -1.02 496,994 1.64
2026-02-12 13F Founders Financial Alliance, LLC 1,058 -14.88 224 -12.50
2026-01-21 13F MBA Advisors LLC 4,397 2.11 932 4.84
2026-01-08 13F Baker Tilly Financial, Llc 2,120 47.12 450 51.18
2026-02-04 13F Liberty Wealth Management Llc 108,331 3.03 22,953 5.70
2026-01-23 13F Diversify Advisory Services, LLC 27,749 31.67 6,029 37.22
2026-02-06 13F Seros Financial, LLC 3,448 -1.43 731 1.25
2026-02-09 13F Integrity Alliance, Llc. 152,207 39.20 32,279 42.95
2026-02-09 13F Clune & Associates, Ltd. 1,291 0.08 274 2.63
2026-01-21 13F Hudson Capital Management LLC 20,564 4.69 4,361 7.52
2026-01-27 13F WealthCollab, LLC 458 0.00 97 3.19
2026-02-18 13F Caitlin John, LLC 1,517 0.00 322 2.56
2026-02-11 13F Oak Wealth Advisors LLC 972 206
2026-02-12 13F Summit Financial, LLC 108,754 -1.83 23,063 0.82
2026-02-10 13F Impact Partnership Wealth, LLC 1,577 334
2026-04-09 13F Peterson Wealth Advisors, LLC 1,715 -9.11 362 -9.50
2026-02-11 13F MCF Advisors LLC 1,215 0.00 258 2.80
2026-02-02 13F GenTrust, LLC 10,900 0.00 2,312 2.71
2026-01-29 13F Quest 10 Wealth Builders, Inc. 802 49.35 170 54.55
2026-02-03 13F NewEdge Wealth, LLC 5,096 15.01 1,081 17.01
2026-02-12 13F Litman Gregory Asset Management LLC 1,185 0.00 251 2.87
2026-02-13 13F Portfolio Resources Advisor Group, Inc. 39,786 8,437
2026-01-27 13F Berger Financial Group, Inc 1,501 318
2026-02-09 13F Powell Investment Advisors, LLC 155,580 -0.27 32,994 2.42
2026-02-12 13F Keystone Financial Services 100,934 7.57 21,405 10.47
2026-02-06 13F Aspen Investment Management Inc 1,519 0
2025-11-14 13F Guardian Wealth Advisors, Llc / Nc 0 -100.00 0
2026-01-26 13F PFG Investments, LLC 7,508 7.44 1,592 10.33
2026-02-05 13F Conning Inc. 6,227 0.00 1,321 2.72
2026-01-23 13F Smith, Moore & Co. 200,090 1.16 42,433 3.89
2026-02-05 13F Sage Financial Management Group, Inc. 1,071 -1.20 227 1.79
2026-02-17 13F Stokes Family Office, LLC 154,614 36.01 32,789 39.68
2026-01-14 13F Prosperity Planning, Inc. 54,206 -1.97 11,496 0.67
2026-02-13 13F SYM FINANCIAL Corp 1,286 0.00 273 2.64
2026-02-17 13F Warren Averett Asset Management, LLC 207,215 48.83 43,944 52.84
2026-02-04 13F Mascoma Wealth Management LLC 638 0.00 135 3.05
2026-01-07 13F Sagespring Wealth Partners, Llc 2,018 428
2026-01-12 13F World Equity Group, Inc. 6,799 -1.29 1,442 1.34
2026-02-17 13F Modern Wealth Management, LLC 256,478 15.10 54,391 18.20
2026-04-06 13F CX Institutional 208,906 -33.06 44 -33.33
2026-01-22 13F Rodgers & Associates, LTD 48,620 -0.86 10,311 1.81
2026-02-03 13F Patten & Patten Inc/tn 1,048 4.80 222 7.77
2026-01-28 13F Old National Bancorp /in/ 26,524 0.82 5,625 3.53
2026-02-02 13F Qrg Capital Management, Inc. 4,303 94.00 913 99.13
2026-03-04 13F Rehmann Capital Advisory Group 684,489 4.29 145,674 7.41
2026-01-23 13F Watershed Private Wealth Llc 3,895 0.00 826 2.61
2026-02-12 13F Index Technologies Group LLC 2,912 618
2026-02-13 13F Vivaldi Capital Management, LLC 1,430 0.21 303 3.06
2026-02-13 13F 71 West Capital Partners 2,324 493
2026-01-20 13F Austin Private Wealth, LLC 329,691 38.55 69,918 42.28
2025-11-14 13F Wetherby Asset Management Inc 57,033 4.31 11,778 10.22
2026-02-17 13F Gallagher Fiduciary Advisors, LLC 5,010 24.91 1,062 28.26
2026-01-23 13F Newton One Investments LLC 1,752 0.00 372 2.77
2026-01-29 13F Northern Oak Wealth Management Inc 138,396 -6.86 29,350 -4.36
2026-02-18 13F EP Wealth Advisors, Inc. 70,862 -81.05 15,028 -79.44
2026-01-08 13F Hutchens & Kramer Investment Management Group, LLC 8,727 20.69 1,851 23.91
2026-02-11 13F Shared Vision Wealth Group LLC 34,396 31.31 7,469 37.08
2026-02-17 13F Per Stirling Capital Management, LLC. 106,401 -0.60 22,565 2.08
2026-02-09 13F Smith Chas P & Associates Pa Cpas 1,697 3.16 360 5.90
2026-01-22 13F Red Tortoise LLC 111 0.00 24 4.55
2026-02-04 13F United Services Automobile Association 757 469.17 161 492.59
2026-01-14 13F Nova Wealth Management, Inc. 15 0.00 3 0.00
2026-01-15 13F Polianta Ltd 42,200 5.76 9 0.00
2026-01-29 13F Financial Life Planners 0 -100.00 0
2026-02-13 13F Banco Santander, S.A. 30,439 -6.51 6,455 -3.99
2026-01-14 13F Centurion Wealth Management LLC 24,643 24.67 5,226 28.03
2026-01-28 13F Marietta Wealth Management, LLC 10,734 -0.92 2,276 1.74
2026-02-13 13F Vernal Point Advisors, LLC 1,250 0.00 265 2.71
2026-02-20 13F Kovitz Investment Group Partners, LLC 3,379 -99.53 717 -99.52
2026-01-30 13F Simplicity Wealth,LLC 39,429 56.98 8,362 61.19
2026-02-09 13F Frazier Financial Advisors, LLC 111 0.00 24 4.55
2026-04-02 13F NorthAvenue LLC 89 19
2026-01-29 13F Dunhill Financial, LLC 786 0.13 167 2.47
2026-01-14 13F Cottonwood Capital Advisors, Llc 1,312 0.00 278 2.96
2026-01-22 13F Castle Wealth Management Llc 9,707 -1.67 2,059 0.98
2026-01-23 13F FSM Wealth Advisors, LLC 4,584 0.00 972 2.75
2026-01-23 13F Gemmer Asset Management LLC 18,082 11.14 3,835 14.14
2026-02-03 13F Cheviot Value Management, LLC 22 0.00 5 0.00
2026-02-06 13F Forum Private Client Group LLC 7,172 4.12 1,521 6.96
2026-02-02 13F Aurora Private Wealth, Inc. 2,250 -0.49 0
2026-04-08 13F Heritage Family Offices, LLP 2,518 20.02 532 19.33
2026-01-20 13F Independence Bank of Kentucky 1,387 0.00 294 2.80
2026-01-20 13F Trust Co Of Toledo Na /oh/ 6,886 0.00 1,460 2.67
2026-01-30 13F Strategic Blueprint, LLC 22,893 5.81 4,855 8.66
2026-02-05 13F Paulson Wealth Management Inc. 1,242 263
2025-11-13 13F Wells Fargo & Company/mn Put 0 -100.00 0 -100.00
2026-02-11 13F Janney Montgomery Scott LLC 1,470,999 38.08 312 42.01
2026-02-12 13F Keel Point, LLC 2,887 612
2026-01-28 13F Cadinha & Co Llc 6,142 0.00 1,303 2.68
2026-02-10 13F COFG Advisors, LLC 9,975 2,115
2025-10-24 13F Hemington Wealth Management 73 0.00 0
2026-01-21 13F Raleigh Capital Management Inc. 12,539 36.81 2,659 40.54
2026-02-06 13F Cullen/frost Bankers, Inc. 91,468 -0.12 19,398 2.56
2026-02-17 13F Bank Of America Corp /de/ 9,275,417 10.46 1,967,038 13.44
2026-01-28 13F Pacific Asset Management, LLC 957 203
2026-02-02 13F Legacy Edge Advisors, LLC 3,729 791
2026-01-26 13F Quadrant Private Wealth Management, LLC 73,007 42.21 15,483 46.04
2026-01-12 13F Shira Ridge Wealth Management 1,039 220
2026-02-17 13F Integrated Advisors Network LLC 24,986 6.30 5,299 9.17
2026-02-10 13F Argent Trust Co 5,637 56.71 1,195 61.05
2026-04-07 13F Investment Partners Asset Management, Inc. 1,200 0.00 253 -0.39
2026-02-17 13F Capital Planning Advisors, LLC 3,928 0.00 833 2.71
2026-02-02 13F CENTRAL TRUST Co 4,210 -2.09 893 0.56
2026-02-06 13F Mach-1 Financial Group, Inc. 0 -100.00 0
2026-01-29 13F Quent Capital, LLC 2,858 4.31 606 7.26
2026-02-17 13F High Falls Advisors, Inc 166,772 42.11 35,367 45.94
2026-04-06 13F GAMMA Investing LLC 1,568 -11.51 331 -11.73
2026-02-10 13F Peapack Gladstone Financial Corp 152,850 16.69 32 18.52
2026-01-27 13F Novem Group 1,017 -0.29 216 2.38
2026-01-15 13F Royal Fund Management, LLC 3,041 645
2026-02-03 13F Detalus Advisors, LLC 114,475 36.23 24,277 39.90
2025-10-15 13F Summit Financial Consulting LLC 0 -100.00 0 -100.00
2026-01-23 13F Bellevue Asset Management, Llc 74 1.37 16 0.00
2026-02-17 13F Cardiff Park Advisors, Llc 2,973 0.00 630 2.77
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 156,320 -30.20 33,007 -30.50
2026-02-13 13F Partners Capital Investment Group, Llp 5,332 22.27 1,131 25.56
2026-02-06 13F Clientfirst Wealth Management, LLC 4,066 0.00 862 2.74
2026-02-17 13F Campion Asset Management LLC 1,433 -12.25 304 -10.09
2026-01-16 13F Pacific Sage Partners, LLC 1,764 0.00 374 2.75
2026-01-23 13F Legacy Financial Strategies, LLC 1,116 0.00 237 2.61
2026-01-28 13F Proathlete Wealth Management Llc 13 0.00 3 0.00
2026-01-20 13F Savvy Advisors, Inc. 6,487 36.94 1,376 40.59
2026-02-13 13F Level Four Advisory Services, Llc 29,952 1.59 6,352 4.32
2026-02-11 13F Aufman Associates Inc 1,466 0.00 311 2.65
2025-11-10 13F Thoroughbred Financial Services, Llc 0 -100.00 0
2026-02-02 13F Blalock Williams, Llc 20,373 42.56 4,321 46.39
2026-02-17 13F Lazard Asset Management Llc 1,150 0.00 244 2.53
2026-01-13 13F Sendero Wealth Management, LLC 6,040 0.07 1,281 2.73
2026-01-27 13F Retirement Income Solutions, Inc 9,879 -8.52 2,095 -6.05
2026-04-09 13F Goelzer Investment Management, Inc. 3,049 95.20 644 94.26
2026-02-18 13F Hanlon Investment Management, Inc. 6,301 27.04 1,336 30.47
2026-04-09 13F Adirondack Capital Advisors, LLC 36,200 -0.38 7,644 -0.82
2026-02-13 13F JustInvest LLC 5,650 -32.89 1,198 -31.07
2026-01-16 13F Catalina Capital Group, LLC 8,549 48.14 1,813 52.14
2026-01-26 13F JNBA Financial Advisors 200 0.00 42 2.44
2026-02-10 13F Core Wealth Advisors, Llc 612 130
2026-01-21 13F Elwood & Goetz Wealth Advisory Group, LLC 0 -100.00 0
2026-01-21 13F Clayton Financial Group LLC 2,190 0.00 464 2.65
2026-01-29 13F Comerica Bank 341,229 -5.44 72,364 -2.90
2026-02-12 13F BRYN MAWR TRUST Co 63,520 -0.02 13,471 2.67
2026-01-06 13F Unique Wealth, Llc 1,757 0.80 373 3.62
2026-02-04 13F Valeo Financial Advisors, LLC 19,332 -0.07 4,100 2.60
2026-02-09 13F Huntington National Bank 113,911 -3.63
2026-01-20 13F Toth Financial Advisory Corp 71 0.00 15 7.14
2026-01-26 13F Foster Victor Wealth Advisors, LLC 1,300 30.78 282 36.89
2026-01-05 13F First Hawaiian Bank 103,421 -10.51 21,932 -8.10
2026-02-10 13F IFG Advisory, LLC 39,687 3.21 8,416 5.98
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 13,749 4.22 2,903 3.79
2026-01-23 13F Inlight Wealth Management, LLC 179,293 0.00 200 0.50
2026-02-09 13F Strategic Equity Management 3,171 15.65 672 18.73
2026-01-26 13F Provenance Wealth Advisors, LLC 4,727 0.00 1,002 2.66
2026-02-05 13F Mesirow Financial Investment Management, Inc. 92,188 -4.98 19,550 -2.42
2025-10-14 13F Financial Harvest, LLC 0 -100.00 0
2026-01-21 13F Fulton Breakefield Broenniman Llc 2,679 3.64 568 6.57
2026-01-21 13F Sutton Place Investors Llc 12,810 28.72 2,717 32.17
2026-01-22 13F Lee Financial Co 7,695 -3.07 1,632 -0.49
2026-01-30 13F Durante & Waters, Llc 8,344 -34.59 1,770 -32.84
2026-01-16 13F Kendall Capital Management 1,447 8.88 307 11.68
2026-02-17 13F Mercer Global Advisors Inc /adv 152,504 88.55 26,619 59.37
2026-02-06 13F Taylor Financial Group, Inc. 8,737 0.00 1,853 2.66
2025-11-12 13F CIBC Bancorp USA Inc. 25,173 5,199
2026-04-01 13F Burkett Financial Services, Llc 7,884 -3.39 1,665 -3.82
2026-02-23 13F Mv Capital Management, Inc. 104,391 -0.94 22,138 1.72
2026-02-13 13F Kcm Investment Advisors Llc 2,000 0.00 424 2.66
2026-04-08 13F Arlington Trust Co LLC 49,297 0.80 10,409 0.37
2026-02-02 13F Robertson Stephens Wealth Management, LLC 33,898 6.77 7,189 9.64
2026-01-15 13F Saxony Capital Management, LLC 9,945 2,109
2026-02-17 13F Northern Trust Corp 190,207 1.12 40,337 3.84
2026-02-10 13F Syntegra Private Wealth Group, LLC 2,996 33.39 635 37.15
2026-02-10 13F Moors & Cabot, Inc. 3,965 5.54 841 8.39
2026-02-13 13F LiftPoint Family Wealth Advisors LLC 40,507 8,590
2026-04-02 13F Fulcrum Equity Management 4,075 -14.16 860 -14.51
2026-02-10 13F Parkway Wealth Management Group, LLC 4,702 997
2026-02-12 13F Principal Securities, Inc. 142,012 7.67 30,116 10.57
2026-01-21 13F Sowell Financial Services LLC 17,519 5.43 3,715 8.28
2026-02-13 13F Missouri Trust & Investment Co 881 0.00 187 2.76
2026-01-23 13F High Net Worth Advisory Group LLC 2,500 0.00 530 2.71
2026-02-03 13F Cassaday & Co Wealth Management LLC 1,153,776 3,286.78 244,681 3,378.05
2026-01-09 13F Montecito Bank & Trust 6,033 1.43 1,279 4.15
2026-01-14 13F Neumann Capital Management, LLC 9,489 -1.62 2,012 1.05
2026-02-17 13F Fountainhead AM, LLC 0 -100.00 0
2026-02-06 13F Vestmark Advisory Solutions, Inc. 128,492 273.60 27,249 283.68
2026-02-03 13F Arcadia Wealth Management, LLC 3,718 16.84 789 19.94
2026-02-13 13F National Bank Of Canada /fi/ 2,118 15.11 449 18.47
2026-01-27 13F Journey Advisory Group, LLC 2,325 -1.02 493 1.65
2026-01-16 13F Crewe Advisors LLC 2,419 99.42 513 104.80
2026-01-26 13F Main Street Group, LTD 0 -100.00 0
2026-02-12 13F Insigneo Advisory Services, Llc 4,101 16.51 870 19.70
2026-01-21 13F Truefg, Llc 1,145 0.00 243 2.54
2026-02-12 13F Wescott Financial Advisory Group, LLC 41,331 9.78 8,765 12.75
2026-02-20 13F Sunbelt Securities, Inc. 48,187 2.12 10,219 4.86
2026-02-03 13F Sigma Investment Counselors Inc 12,406 0.00 2,631 2.69
2026-02-13 13F Total Wealth Planning, Llc 0 -100.00 0
2026-02-12 13F Ankerstar Wealth, LLC 206 44
2026-02-12 13F Advocate Investing Services LLC 101 21
2026-01-23 13F Stanich Group LLC 1,072 227
2026-02-13 13F Ausdal Financial Partners, Inc. 60,670 5.47 12,866 8.31
2026-02-13 13F Chevy Chase Trust Holdings, Inc. 5,474 0.00 1,161 2.65
2026-02-20 13F Talisman Wealth Advisors LLC 5,008 71.74 1,065 76.91
2026-02-17 13F Creative Planning 160,485 3.81 34,034 6.61
2026-01-14 13F Matthew Goff Investment Advisor, LLC 84,241 -0.56 17,865 2.11
2026-01-09 13F Friday Financial 1,600 0.00 339 2.73
2025-11-12 13F Ascent Capital Management, LLC 14,179 6.03 2,928 12.06
2026-02-06 13F Keystone Financial Group 25,439 480.93 5,395 496.68
2026-02-05 13F Bedminster, LLC 1,248 265
2026-02-10 13F DT Investment Partners, LLC 43,950 0.00 9,320 2.69
2026-02-17 13F Fmr Llc 820,088 -0.82 173,916 1.85
2026-01-26 13F Keystone Wealth Services, LLC 2,195 466
2026-02-19 13F Van Diest Capital, LLC 1,370 291
2026-01-27 13F Sage Financial Group Inc 1,276 -1.01 271 1.50
2026-01-20 13F Stratos Wealth Partners, LTD. 151,922 1.31 32,218 4.04
2026-01-27 13F Rainey & Randall Investment Management Inc. 2,243 0.81 476 3.49
2026-01-28 13F Leelyn Smith, LLC 1,152 0.00 244 2.95
2026-01-29 13F Traub Capital Management LLC 7,590 -2.34 1,610 0.31
2026-02-06 13F Bare Financial Services, Inc 18,407 -2.38 3,904 0.26
2026-02-06 13F Associated Banc-corp 67,226 -6.20 14,257 -3.68
2026-03-16 13F Bank of New Hampshire 1,645 -6.00 349 -3.60
2026-02-17 13F Risk Paradigm Group, LLC 0 -100.00 0
2025-11-10 13F Siligmueller & Norvid Wealth Advisors LLC 28,186 18.64 5,825 24.76
2026-02-13 13F Wealth Dimensions Group, Ltd. 11,348 -2.28 2,407 0.33
2026-01-29 13F D.a. Davidson & Co. 15,974 -2.85 3,388 -0.24
2026-02-17 13F Keebeck Wealth Management, LLC 53,431 27.76 11,331 31.21
2026-02-06 13F McKinley Carter Wealth Services, Inc. 122,922 -14.15 26,068 -11.84
2026-03-04 13F Compass Financial Group, Inc. (Ohio) 3,896 826
2026-01-22 13F Willis Johnson & Associates, Inc. 37,900 -2.20 8,037 0.44
2026-01-23 13F Oxler Private Wealth LLC 2,948 0.34 625 3.14
2026-01-08 13F Occidental Asset Management, LLC 67,465 -0.03 14,307 2.66
2026-02-11 13F Commonwealth Retirement Investments LLC 20,521 40.42 4,352 44.22
2026-04-09 13F Cliftonlarsonallen Wealth Advisors, Llc 418,113 -7.64 88,285 -8.04
2026-01-07 13F Magnus Financial Group LLC 20,845 -9.13 4,421 -6.69
2026-01-28 13F Members Wealth Llc 3,224 -25.02 700 -21.35
2026-01-16 13F Marino, Stram & Associates Llc 5,019 -0.95 1,064 1.72
2026-02-04 13F Tsfg, Llc 9,767 -21.69 2 0.00
2026-02-12 13F Rossby Financial, LCC 807 6.61 171 9.62
2026-02-13 13F Plum Street Advisors, LLC 8,195 -0.11 1,738 2.54
2026-02-13 13F Colony Group, LLC 1,225,078 134.32 259,801 140.63
2026-01-23 13F Sage Mountain Advisors LLC 2,373 0.00 503 2.65
2026-01-27 13F BigSur Wealth Management LLC 8,500 0.00 1,803 2.68
2026-02-02 13F Avidian Wealth Solutions, LLC 48,978 11.83 10,387 14.84
2026-01-15 13F Capital Advisors Inc/ok 4,150 0.00 880 2.68
2026-01-27 13F Lodestar Private Asset Management Llc 5,501 -0.74 1,167 1.92
2026-04-09 13F ASL Financial, LLC 4,289 35.21 906 34.67
2026-01-30 13F Interchange Capital Partners, LLC 18,179 18.60 3,854 21.77
2026-01-27 13F Fiscal Wisdom Wealth Management, LLC 2,615 84.28 555 87.80
2026-01-20 13F Thurston, Springer, Miller, Herd & Titak, Inc. 598 127
2026-02-02 13F Chapman Financial Group, Llc 28 0.00 6 0.00
2026-01-28 13F Accretive Wealth Partners, LLC 1,068 0.00 226 2.73
2026-02-17 13F Snowden Capital Advisors LLC 63,158 10.93 13,394 13.92
2026-01-26 13F Kelman-Lazarov, Inc. 3,419 -9.62 725 -7.17
2026-04-08 13F First Heartland Consultants, Inc. 30,038 -6.53 6,343 -6.93
2026-01-29 13F Farmers & Merchants Trust Co of Long Beach 5,992 -17.60 1,271 -15.39
2026-02-09 13F Millington Financial Advisors, LLC 3,323 63.94 738 78.02
2026-04-08 13F Community Financial Services Group, LLC 100 21
2026-01-21 13F Newbridge Financial Services Group, Inc. 6 1
2026-01-21 13F Mainstream Capital Management LLC 1,164 4.68 247 7.42
2025-10-27 13F Farmers & Merchants Trust Co of Chambersburg PA 0 -100.00 0
2026-02-09 13F Morris Financial Concepts, Inc. 19,633 -0.61 4,164 2.06
2026-02-13 13F MAI Capital Management 1,017,802 -0.31 215,845 2.37
2026-02-12 13F IFC & Insurance Marketing, Inc. 202 0
2026-01-23 13F Steigerwald, Gordon & Koch Inc. 276 0.00 59 3.57
2026-02-12 13F Collier Financial 48 0.00 10 11.11
2026-02-13 13F Kilter Group LLC 64,282 4.10 13,632 6.90
2026-01-26 13F Milestones Private Investment Advisors LLC 3,995 0.00 847 2.67
2026-02-17 13F Fairview Capital Investment Management, Llc 1,428 0.00 303 2.71
2026-02-06 13F Americana Partners, LLC 4,121 -0.36 874 2.22
2026-01-16 13F Five Oceans Advisors 0 -100.00 0
2026-01-28 13F Caliber Wealth Management, LLC / KS 27,144 -2.82 5,757 -0.21
2026-02-04 13F Topsail Wealth Management, LLC 604 0.00 128 3.23
2026-02-09 13F Regimen Wealth, Llc 12,394 0.49 2,628 3.22
2026-01-27 13F Birch Hill Investment Advisors LLC 3,723 -13.88 790 -11.55
2026-01-13 13F Two West Capital Advisors LLC 10,810 53.42 2,293 55.07
2026-02-05 13F AlphaCore Capital LLC 19,095 4.22 4,049 7.03
2026-03-04 13F/A Valpey Financial Services, LLC 2,939 -0.34 623 2.47
2026-02-13 13F Neuberger Berman Group LLC 4,778 67.41 1,013 71.99
2026-01-15 13F Arcadia Investment Advisors Llc 21,356 -4.59 4,529 -2.03
2026-02-17 13F Raymond James Financial Inc 1,845,630 9.05 391,403 11.98
2025-11-06 13F Providence Capital Advisors, LLC 0 -100.00 0
2026-02-03 13F Apeiron RIA LLC 47,786 -16.71 10,463 -10.85
2026-02-17 13F Coastal Bridge Advisors, LLC 1,883 0.00 399 2.84
2026-01-16 13F Worth Financial Advisory Group, LLC 2,054 0.00 436 2.59
2026-02-11 13F Strategic Financial Partners, Ltd. 1,143 -2.14 242 0.41
2026-02-17 13F Dimension Capital Management Llc 3,873 0.00 821 2.75
2026-02-25 13F Tempo Wealth, LLC 3,098 657
2026-02-10 13F Nvest Financial, LLC 50,118 34.35 10,629 37.97
2026-01-23 13F Putney Financial Group LLC 1,236 0.00 262 2.75
2026-01-28 13F Cape Ann Savings Bank 1,176 -2.08 249 0.40
2025-10-29 13F Harel Insurance Investments & Financial Services Ltd. 0 -100.00 0
2026-01-12 13F Abound Wealth Management 174 -67.72 37 -67.57
2026-02-17 13F Main Street Financial Solutions, LLC 0 -100.00 0
2026-02-06 13F Copia Wealth Management 1,491 0.00 316 2.93
2025-11-07 13F TT Capital Management LLC 0 -100.00 0 -100.00
2026-01-12 13F Accelerate Investment Advisors LLC 11,566 20.52 2,453 23.78
2026-02-05 13F Bessemer Group Inc 10,945 16.46 2 100.00
2025-11-13 13F Promus Capital, LLC 2,404 496
2026-02-05 13F Aegis Wealth Management, Inc. 4,610 978
2026-01-23 13F Assetmark, Inc 22,567 30.27 4,786 33.77
2026-01-21 13F Yousif Capital Management, Llc 4,493 960
2026-02-13 13F Arete Wealth Advisors, LLC 9,021 32.78 2 0.00
2026-02-06 13F/A Rathbone Brothers plc 7,268 0.12 1,541 2.80
2026-01-13 13F Norden Group Llc 3,435 0.00 728 2.68
2026-02-13 13F Tradewinds, LLC. 1,252 -6.85 266 -4.33
2026-02-02 13F Partners in Financial Planning 1,373 0.07 291 2.83
2026-01-28 13F FORM Wealth Advisors, LLC 15,892 -5.87 3,370 2.15
2026-01-22 13F Massachusetts Financial Services Co /ma/ 5,823 269.01 1,235 279.69
2026-01-28 13F Turtle Creek Wealth Advisors, LLC 7,799 -5.13 1,654 -2.59
2026-01-15 13F Columbus Macro, LLC 964 204
2026-01-23 13F Trust Co Of Virginia /va 2,638 0.00 559 2.76
2026-02-04 13F Fourth Dimension Wealth, LLC 200 0.00 42 2.44
2026-02-04 13F Ameritas Advisory Services, LLC 3,016 -72.14 640 -71.41
2026-02-02 13F PKS Advisory Services, LLC 13,458 1.50 2,854 4.20
2026-02-05 13F May Hill Capital, LLC 110,020 188.88 23,332 196.68
2026-04-02 13F Crumly & Associates Inc. 1,009 0.00 213 0.00
2026-02-06 13F IFP Advisors, Inc 88,919 41.81 18,857 45.63
2026-02-12 13F Timmons Wealth Management, LLC 65 14
2026-01-15 13F Moody Lynn & Lieberson, Llc 2,112 0.00 448 2.52
2026-02-13 13F Pin Oak Investment Advisors Inc 20 0.00 0 -100.00
2025-11-14 13F Strategic Wealth Partners, Ltd. 4,157 1,126.25 859 1,200.00
2026-02-04 13F Nwam Llc 13,559 -19.03 2,939 -15.74
2026-02-13 13F Centerpoint Advisors, LLC 38,772 -0.07 8 0.00
2026-01-27 13F Sterling Financial Planning, Inc. 22,961 -0.77 4,869 1.90
2026-01-28 13F Cora Capital Advisors Llc 1,227 0.00 260 2.77
2026-02-05 13F Florin Court Capital LLP 23,700 24.74 5,026 28.12
2026-04-06 13F Old Port Advisors 995 210
2026-01-07 13F TCP Asset Management, LLC 1,796 0.00 381 2.70
2026-02-17 13F Marin Bay Wealth Advisors, LLC 14,669 3,111
2026-01-27 13F Stordahl Capital Management, Inc. 21,578 -0.69 4,576 1.98
2026-01-30 13F Kohmann Bosshard Financial Services, LLC 9,301 0.00 1,972 2.71
2026-01-14 13F Wolff Wiese Magana Llc 64 0.00 14 0.00
2026-01-30 13F Chapin Davis, Inc. 5,578 0.04 1,183 2.69
2026-01-14 13F Wealthcare Advisory Partners LLC 10,861 25.63 2,303 29.02
2026-02-12 13F WealthPLAN Partners, LLC 22,235 40.83 4,715 44.63
2026-02-10 13F Founders Financial Securities Llc 4,415 47.26 936 51.21
2026-01-22 13F Venturi Wealth Management, LLC 12,488 1.57 2,648 4.33
2026-02-17 13F Hurlow Wealth Management Group, Inc. 1,240 263
2026-02-17 13F Prosperity Consulting Group, LLC 9,066 38.54 1,923 42.26
2026-02-04 13F Gray Private Wealth, LLC 16,674 -4.03 3,536 -1.42
2026-02-05 13F WealthPlan Investment Management, LLC 99,316 4.33 21,062 7.13
2026-02-05 13F Atria Investments Llc 324,082 48.49 68,728 52.49
2026-01-27 13F Beacon Bridge Wealth Partners, LLC 1,895 -2.62 402 0.00
2026-04-08 13F Afg Fiduciary Services Limited Partnership 12,122 0.03 2,579 0.00
2026-01-28 13F Barrett & Company, Inc. 1,495 0.88 317 3.93
2025-11-13 13F Texas Capital Bancshares Inc/tx 325 -86.29 67 -85.53
2026-02-17 13F Harvest Investment Services, LLC 3,062 46.44 649 50.58
2026-02-03 13F Morse Asset Management, Inc 214 0.00 45 2.27
2026-02-12 13F Commonwealth Equity Services, Llc 1,084,807 5.85 230,055 108,930.81
2026-02-03 13F Orion Capital Management LLC 41 0.00 9 0.00
2026-02-13 13F Pinnacle Wealth Planning Services, Inc. 2,763 0.00 586 2.63
2026-02-05 13F 1st Source Bank 2,835 -41.83 601 -40.26
2026-02-12 13F Oath Planning, LLC 1,451 308
2026-01-14 13F Cypress Wealth Services, LLC 89,705 50.82 19,024 54.87
2026-02-05 13F Rossmore Private Capital 211 0.00 45 2.33
2026-02-10 13F Acorn Wealth Advisors, LLC 1,563 -27.84 331 -25.95
2026-02-13 13F Golden State Wealth Management, LLC 6,473 49.46 1,373 53.47
2026-01-27 13F Forum Financial Management, LP 8,826 5.00 1,872 7.84
2026-01-15 13F Fifth Third Wealth Advisors LLC 1,919 1.00 407 3.57
2026-02-13 13F Y-Intercept (Hong Kong) Ltd 1,447 307
2025-11-14 13F EFG Asset Management (Americas) Corp. 4,152 -24.69 858 -20.43
2026-02-03 13F RFG Advisory, LLC 6,736 7.91 1,429 10.78
2026-02-13 13F Oarsman Capital, Inc. 1,898 3.32 403 6.07
2026-02-19 13F WealthPoint Financial, LLC 22,661 4,806
2026-02-13 13F PCM Encore, LLC 16,785 3,560
2026-02-10 13F MidAtlantic Capital Management, Inc. 5,209 0.00 1,105 2.70
2026-02-10 13F Ascension Capital Advisors, Inc. 0 -100.00 0
2026-01-29 13F Middleton & Co Inc/ma 3,400 0.59 721 3.30
2026-01-30 13F Us Bancorp \de\ 466,762 19.36 98,986 22.57
2026-01-29 13F Kickstand Ventures, Llc. 20,873 22.11 4,427 25.42
2026-02-09 13F Fidelis Capital Partners, LLC 4,584 0.00 972 2.75
2026-02-12 13F Resurgent Financial Advisors LLC 8,137 38.95 1,726 42.68
2026-02-13 13F Beacon Financial Advisory LLC 8,106 35.87 1,719 39.53
2026-01-21 13F Pacific Point Advisors, LLC 3,964 0.00 841 2.69
2026-02-11 13F Arsenal Capital Advisors LLC 3,646 773
2026-01-29 13F Guardian Asset Advisors, LLC 3,009 0.00 638 2.74
2026-02-17 13F Laird Norton Trust Company, Llc 64,668 13,714
2026-01-28 13F Davis Capital Management 112 0.00 24 0.00
2026-02-05 13F Navalign, LLC 1,650 -25.84 350 -23.97
2026-02-06 13F CWS Financial Advisors, LLC 2,703 0.11 573 2.87
2026-04-09 13F Kwmg, Llc 123,773 3.40 26,135 2.95
2026-02-18 13F Braeburn Wealth Management LLC 8,274 1,755
2026-02-17 13F Cape Investment Advisory, Inc. 4,366 71.08 926 75.52
2026-02-14 13F American Trust 3,382 -21.40 717 -19.26
2026-01-22 13F Financial Consulate, Inc 316 0.00 67 3.08
2026-02-11 13F Peachtree Investment Partners, LLC 59 1.72 12 0.00
2026-02-17 13F Sherman Porfolios, Llc 0 -100.00 0
2026-01-12 13F Focus Financial Network, Inc. 61,359 0.80 13,012 3.52
2026-02-13 13F Droms Strauss Advisors Inc /mo/ /adv 130,378 1.65 27,649 4.38
2026-02-10 13F Lido Advisors, LLC 1,862,991 4.17 386,817 4.74
2026-01-27 13F FSR Wealth Management Ltd. 1,252 7.84 266 10.88
2026-02-04 13F Hirtle Callaghan & Co LLC 9,505 -3.13 2,016 -0.54
2026-02-05 13F Avantax Planning Partners, Inc. 7,869 -0.73 1,669 1.89
2026-02-17 13F Tudor Investment Corp Et Al 14,287 -3.23 3,030 -0.62
2026-01-22 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 1,091 0.00 231 0.43
2025-10-16 13F Custos Family Office, LLC 0 -100.00 0
2026-02-05 13F Center for Financial Planning, Inc. 117 -25.48 25 -25.00
2026-02-13 13F Charles Schwab Investment Management Inc 1,954 -2.45 414 0.24
2026-02-04 13F Midwest Heritage Bank, FSB 1,070 2.88 227 5.61
2026-01-12 13F Benin Management CORP 990 0.00 210 2.45
2026-01-16 13F Forte Asset Management Llc 29,060 -1.34 6,163 1.32
2026-01-27 13F GHP Investment Advisors, Inc. 96,773 -0.11 20,523 2.58
2026-02-10 13F CFS Investment Advisory Services, LLC 41,308 20.65 8,760 21.92
2026-01-21 13F Flagship Harbor Advisors, Llc 1,421 5.73 301 8.66
2026-02-06 13F EverSource Wealth Advisors, LLC 6,569 1.39 1,393 4.11
2026-02-12 13F Chilton Capital Management Llc 0 -100.00 0
2026-01-09 13F Atlas Brown,Inc. 2,805 9.44 595 12.29
2026-04-08 13F Towerpoint Wealth, LLC 5,368 -0.07 1,133 -0.53
2026-01-14 13F Waldron Private Wealth LLC 5,002 0.00 1,061 2.71
2026-01-21 13F Crews Bank & Trust 226 0.00 48 2.17
2026-02-10 13F Meramec Financial Planners, LLC 2,139 475
2026-02-09 13F PSI Advisors, LLC 1,234 0.00 262 2.76
2026-02-13 13F Seven Mile Advisory 5,397 -36.68 1,145 -35.00
2026-01-21 13F SJS Investment Consulting Inc. 0 -100.00 0
2026-02-17 13F Ameriflex Group, Inc. 423 -19.89 90 -18.35
2026-02-10 13F Twin Peaks Wealth Advisors, LLC 53,743 68.34 11,909 80.64
2026-02-12 13F CIBC Private Wealth Group, LLC 20,873 -12.12 4,427 -9.77
2026-02-17 13F National Asset Management, Inc. 35,039 25.08 7,431 28.44
2026-01-14 13F WESPAC Advisors, LLC 8,921 71.26 1,892 75.91
2026-02-13 13F Bank Of Nova Scotia 7,555 3.72 1,602 6.52
2026-01-16 13F West Branch Capital LLC 1,355 0.00 287 2.87
2026-02-03 13F Legacy Wealth Managment, LLC/ID 712 -2.20 151 0.00
2026-01-23 13F Smallwood Wealth Investment Management, LLC 209 -32.14 44 -30.16
2026-02-10 13F Cherry Tree Wealth Management, LLC 212 0.00 45 2.33
2026-04-07 13F Signaturefd, Llc 3,687 21.28 779 20.81
2026-02-02 13F Peregrine Asset Advisers, Inc. 15,324 -1.34 3,250 1.31
2026-02-03 13F Capstone Triton Financial Group, LLC 1,844 0.38 391 3.17
2026-01-29 13F Cornerstone National Bank & Trust Co 305 0.00 65 3.23
2026-02-18 13F Onyx Bridge Wealth Group LLC 1,837 -1.08 390 1.57
2026-01-22 13F TSA Wealth Managment LLC 63,045 49.40 13,370 53.42
2026-02-06 13F Geometric Wealth Advisors 3,565 0.00 756 2.72
2026-02-06 13F BOK Financial Private Wealth, Inc. 92,183 -2.13 19,549 0.51
2026-01-20 13F Coastal Investment Advisors, Inc. 1,210 0.33 257 2.81
2026-02-06 13F Kingdom Financial Group LLC. 2,183 463
2026-01-26 13F DBK Financial Counsel, LLC 6,272 0.00 1,330 2.70
2026-02-10 13F Camden National Bank 3,566 0.00 756 2.72
2026-03-05 13F Bayban 100 21
2026-02-04 13F Bridgewealth Advisory Group, LLC 958 203
2026-02-11 13F Parallel Advisors, LLC 57,729 1.38 12,243 4.11
2026-02-06 13F Condor Capital Management 149,231 -1.49 31,648 1.17
2026-02-02 13F Cornerstone Planning Group LLC 25,820 51.61 5,586 57.49
2026-02-17 13F Evercore Wealth Management, LLC 16,662 -0.02 3,534 2.67
2026-02-06 13F Ironwood Investment Counsel, LLC 2,045 0.00 434 2.61
2026-02-12 13F Fortress Private Ledger, Llc 1,248 1.71 265 4.35
2026-01-27 13F Probity Advisors, Inc. 292,640 -0.42 62,060 2.26
2026-01-27 13F Stone Point Wealth LLC 2,482 -0.32 526 2.33
2026-02-09 13F Mathes Company, Inc. 950 0
2026-01-13 13F Capital Investment Advisors, LLC 2,590 5.84 549 8.71
2026-02-10 13F Tidemark, LLC 4,762 -93.76 1,010 -93.60
2025-11-14 13F WNY Asset Management, LLC 2,875 1.09 594 6.85
2026-04-09 13F Camelot Technology Advisors, Inc. 3,080 -0.74 650 -1.22
2026-01-15 13F McGlone Suttner Wealth Management, Inc. 4,472 0.00 948 2.71
2026-02-10 13F Portland Global Advisors LLC 1,189 0.00 252 2.86
2026-01-26 13F SMART Wealth LLC 1,962 54.12 416 58.78
2026-02-02 13F B.O.S.S. Retirement Advisors, LLC 36,230 244.16 7,683 253.57
2026-01-28 13F Salomon & Ludwin, LLC 189,972 -1.84 40,777 1.38
2026-01-21 13F Signature Resources Capital Management, LLC 24 -94.43 5 -94.38
2026-01-29 13F Calamos Wealth Management LLC 585,396 1.44 124,145 4.17
2026-02-06 13F Empirical Asset Management, LLC 8,873 2.95 1,882 5.73
2026-02-11 13F Stirlingshire Investments, Inc. 2,514 533
2026-01-23 13F Westside Investment Management, Inc. 50 0.00 11 0.00
2026-02-13 13F Venture Visionary Partners LLC 5,748 -4.66 1,219 -2.09
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 181,105 83.61 36,757 72.30
2026-02-26 13F TD Capital Management LLC 277 0.00 59 1.75
2025-11-10 13F Lion Street Advisors, LLC 1,532 -71.36 233 -77.80
2026-01-26 13F Harbor Asset Planning, Inc. 154 0.00 33 3.23
2026-02-12 13F Bank Of Montreal /can/ 296,779 9.73 62,938 12.68
2026-02-17 13F XTX Topco Ltd 23,691 5,024
2026-01-22 13F Bartlett & Co. Wealth Management Llc 22,238 1.24 4,716 3.97
2026-02-17 13F Wealth Watch Advisors, INC 378 0.00 80 2.56
2026-02-12 13F Mosley Wealth Management 21,077 7.30 4,394 13.46
2026-02-12 13F Great Lakes Advisors, Llc 200 1,900.00 42 2,000.00
2025-11-05 13F Moloney Securities Asset Management, LLC 2,967 0.00 613 5.70
2026-01-28 13F Mountain Capital Investment Advisors, Inc 1,487 13.17 322 18.01
2026-02-05 13F S&co Inc 4,350 0.00 1
2026-02-10 13F Lcnb Corp 1,720 0.00 365 2.54
2026-02-13 13F TRUE Private Wealth Advisors 11,663 -1.50 2,473 1.15
2026-02-09 13F Allstate Corp 14,138 0.00 2,998 2.71
2026-02-13 13F University Of Texas/texas Am Investment Managment Co 20 0.00 4 0.00
2026-02-13 13F Sargent Investment Group, LLC 1,501 318
2026-02-13 13F Itau Unibanco Holding S.A. 0 -100.00 0
2026-01-12 13F AllSquare Wealth Management LLC 5 0.00 1
2026-01-15 13F DB Fitzpatrick & Co, Inc 95 0.00 20 5.26
2026-01-26 13F West Wealth Group, LLC 214,431 5.17 45,475 8.01
2026-02-13 13F Journey Strategic Wealth Llc 6,550 10.87 1,389 13.85
2026-02-13 13F Kayne Anderson Rudnick Investment Management Llc 379 0.00 80 2.56
2026-02-17 13F Fairscale Capital, LLC 6,476 -3.05 1,373 -0.44
2026-02-12 13F Front Row Advisors LLC 560 0.00 119 2.61
2026-02-11 13F Atlanta Consulting Group Advisors, LLC 3,167 0.00 672 2.60
2026-01-21 13F Woodmont Investment Counsel Llc 1,806 0.00 383 2.69
2026-02-05 13F Sequent Planning LLC 1,629 345
2026-02-17 13F Asset Management Group, Inc. 51,590 0.28 10,941 2.98
2026-02-13 13F Alvarez & Marsal Private Wealth Partners, LLC 73,110 15,504
2026-01-29 13F/A Stockman Wealth Management, Inc. 2,800 0.00 594 2.60
2026-01-21 13F Stock Yards Bank & Trust Co 2,653 7.54 563 10.41
2025-11-03 13F Atlantic Private Wealth, LLC 0 -100.00 0 -100.00
2026-02-10 13F Essex Financial Services, Inc. 9,481 -6.84 2,011 -4.33
2026-02-10 13F Garde Capital, Inc. 15,042 -8.90 3,190 -6.45
2026-02-12 13F Elevation Wealth Management LLC 2,719 577
2026-01-14 13F Ironwood Wealth Management, Inc. 66,137 -2.26 14,378 4.93
2026-01-27 13F Horst & Graben Wealth Management LLC 150,083 41.60 31,853 45.53
2025-10-28 13F Copperleaf Capital, LLC 17,291 -4.56 3,571 0.85
2026-01-22 13F FSC Wealth Advisors, LLC 0 -100.00 0
2026-02-03 13F Falcon Wealth Planning 28,901 -0.61 6,129 2.07
2026-02-13 13F Baird Financial Group, Inc. 294,478 4.42 62,450 7.23
2026-02-17 13F/A Kovack Advisors, Inc. 7,336 224.89 1,556 233.69
2026-03-05 13F Bush Investment Group, Llc 20,919 44.58 4,436 48.51
2026-01-12 13F Founders Grove Wealth Partners, Llc 26,811 -1.52 5,686 1.12
2026-01-27 13F Klaas Financial Asset Advisors, LLC 7,675 -1.65 1,628 0.99
2026-01-14 13F Lee-Kelleher Wealth Management 3,647 0.00 773 2.66
2026-01-23 13F Rsm Us Wealth Management Llc 101,080 -2.06 21,587 1.28
2026-01-26 13F Quattro Financial Advisors Llc 3,362 0.00 713 2.59
2026-02-12 13F Pettinga Financial Advisors, LLC 159,922 32.97 33,915 36.55
2026-01-21 13F Modera Wealth Management, LLC 75,089 -2.15 15,924 0.49
2025-11-14 13F Cubist Systematic Strategies, LLC Put 5,300 -32.05 1,095 -28.22
2026-01-22 13F Bfsg, Llc 3 0.00 1
2026-02-05 13F Clarendon Private LLC 2,097 0.43 445 3.02
2026-02-11 13F Cedar Mountain Advisors, LLC 378 220.34 80 233.33
2025-11-14 13F Cubist Systematic Strategies, LLC 22,744 13.79 4,697 20.26
2026-02-10 13F Marietta Investment Partners Llc 1,162 -32.09 246 -30.31
2026-01-28 13F Atwood & Palmer Inc 195 0.52 41 5.13
2026-02-12 13F Laurel Oak Wealth Management, Llc 1,554 330
2026-02-11 13F Francis Financial, Inc. 1,710 -1.10 363 1.69
2026-02-10 13F Foundations Investment Advisors, LLC 1,001,643 38.23 212,418 41.96
2026-02-13 13F First National Bank Of Omaha 5,960 1,273
2026-02-17 13F/A Sentinus, LLC 116,756 72.58 24,761 77.22
2026-01-27 13F HCR Wealth Advisors 2,131 -0.61 452 1.81
2026-01-15 13F Stewardship Advisors, LLC 1,095 232
2026-02-13 13F Clarity Asset Management, Inc. 592 -0.17 125 2.46
2026-01-26 13F Pennsylvania Capital Management Inc /adv 5,037 0.00 1,068 2.69
2026-02-10 13F JTC Employer Solutions Trusteee Ltd 1,353 0.00 0
2026-01-15 13F J. Safra Sarasin Holding AG 4,753 0.00 1,015 4.10
2026-01-22 13F Quotient Wealth Partners, LLC 24,056 4.37 5,102 7.19
2026-03-06 13F Union Savings Bank 1,838 -14.31 390 -7.82
2025-10-28 13F Pinnacle Financial Partners Inc 39,131 -0.58 8,081 5.06
2026-04-08 13F Cambridge Financial Group, LLC 1,408 0.00 297 10.82
2026-04-08 13F Lynch & Associates/in 2,750 0.00 581 -0.51
2026-04-07 13F CoreCap Advisors, LLC 106,473 40.53 22,482 39.92
2026-01-14 13F Donaldson Capital Management, Llc 4,056 -0.37 860 2.38
2026-03-16 13F/A Rockefeller Capital Management L.P. 409,484 18.42 86,839 21.61
2026-02-17 13F Signature Equity Partners, LLC 1,397 296
2026-02-02 13F Horizon Investments, LLC 946 201
2026-01-26 13F Asset Dedication, LLC 14,669 20.70 3,111 23.95
2026-01-23 13F Fortress Financial Group, Llc 3,646 0.00 773 2.79
2026-04-09 13F Planned Solutions, Inc. 1,267 0.00 268 -0.37
2026-02-10 13F SCS Capital Management LLC 33,209 -0.81 7,043 1.87
2026-02-10 13F Eq Llc 16,784 39.81 3,559 43.57
2026-01-30 13F Bogart Wealth, LLC 470 -51.19 100 -50.00
2026-02-10 13F Vantus Wealth LLC 11,859 2,515
2026-02-11 13F Curtis Wealth Management Llc 16,785 3,645
2026-02-17 13F Edmond De Rothschild Holding S.a. 87 -99.22 18 -99.22
2026-01-16 13F Perigon Wealth Management, LLC 209,252 41.06 44,376 44.86
2026-02-17 13F Angeles Wealth Management, Llc 2,041 433
2026-02-17 13F Family Management Corp 685 0.00 145 2.84
2026-02-09 13F HBK Sorce Advisory LLC 8,597 6.37 1,909 14.45
2026-02-06 13F Aviance Capital Partners, LLC 1,020 0.00 216 2.86
2026-02-17 13F VestGen Advisors, LLC 37,999 -56.22 8,059 -55.04
2026-02-13 13F Capula Management Ltd 0 -100.00 0
2026-01-30 13F Wealthfront Advisers Llc 1,897 52.25 402 56.42
2026-01-09 13F 180 Wealth Advisors, Llc 1,215 0.50 258 3.21
2026-01-15 13F 4J Wealth Management LLC 2,439 -0.61 517 2.17
2026-02-11 13F Truepoint, Inc. 13,868 0.00 2,941 2.72
2026-04-08 13F Unify Financial Advisors 9,291 1,970
2026-02-04 13F Timonier Family Office, LTD. 1,573 0.00 334 2.78
2026-02-09 13F Family Office Research LLC 1,325 -15.50 283 -12.38
2026-01-20 13F Home Federal Bank Of Tennessee 393,163 0.22 83,378 2.92
2026-01-15 13F Archford Capital Strategies, LLC 1,399 0.00 297 2.78
2026-01-26 13F Moss Adams Wealth Advisors LLC 4,525 0.00 960 2.68
2026-02-12 13F First Western Trust Bank 2,206 0.00 468 2.64
2026-02-12 13F Manchester Financial Inc 1,091 0.00 231 2.67
2026-01-26 13F AE Wealth Management LLC 383,069 38.50 81,237 42.23
2026-01-26 13F Merit Financial Group, LLC 103,211 19.18 21,888 22.38
2026-02-13 13F/A Newport Capital Group, LLC 5,640 6.52 1,196 9.42
2026-02-12 13F Johnson Financial Group, Inc. 2,850 0.00 604 2.72
2026-02-05 13F GSB Wealth Management, LLC 13,900 4.10 2,948 6.89
2026-01-28 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 1,792 -3.50 388 0.26
2026-02-10 13F Colton Groome Financial Advisors, Llc 1,584 -2.22 336 0.30
2026-01-27 13F Able Wealth Management LLC 10,214 0.83 2,166 3.59
2026-02-10 13F Rothschild Investment Llc 6,335 -2.73 1,344 -0.15
2026-02-02 13F Pittenger & Anderson Inc 684 82.40 145 88.31
2026-01-21 13F Greenhouse Wealth Management, LLC 0 -100.00 0
2026-01-07 13F Processus Wealth & Capital Management, LLC 1,850 -14.51 392 -12.11
2026-02-17 13F Clark Capital Management Group, Inc. 1,321 29.00 280 32.70
2026-01-23 13F Patriot Investment Management Inc. 9,237 0.00 1,959 2.67
2026-01-26 13F Annex Advisory Services, LLC 1,822 27.23 386 30.85
2026-02-10 13F Yukon Wealth Management, Inc. 10,677 13.60 2,360 21.60
2026-04-02 13F Hilltop National Bank 6,307 -9.86 1,332 -10.25
2026-01-12 13F Client 1st Advisory Group, Llc 1,391 3.19 295 5.76
2026-02-20 13F Wick Capital Partners, LLC 3,281 -15.15 810 1.50
2026-04-09 13F Park Place Capital Corp 4,777 -48.97 1,009 -49.22
2026-02-09 13F Bleakley Financial Group, LLC 11,534 2,446
2026-02-19 13F CI Private Wealth, LLC 114,265 141.35 24,230 147.83
2026-04-09 13F Veracity Capital LLC 3,552 -9.06 750 -9.42
2026-01-12 13F Seacrest Wealth Management, Llc 1,677 47.62 359 52.12
2026-04-09 13F Diversified Management Inc 1,086 0.37 229 0.00
2026-02-18 13F Crusonia Wealth Advisors LLC 9,142 1,939
2026-04-08 13F Asempa Wealth Advisors 5,120 3.08 1,083 2.75
2026-02-10 13F KERR FINANCIAL PLANNING Corp 2,626 17.76 576 23.61
2026-01-27 13F Human Investing LLC 1,071 2.78 227 5.58
2026-02-12 13F Skopos Labs, Inc. 1,989 83.15 425 89.73
2026-02-11 13F IMA Wealth, Inc. 438 0.00 93 2.22
2026-01-28 13F SilverOak Wealth Management LLC 99,698 2.72 21,143 5.49
2026-01-28 13F United Asset Strategies, Inc. 0 -100.00 0 -100.00
2026-01-22 13F HHM Wealth Advisors, LLC 225 -21.88 48 -20.34
2026-02-11 13F Nemes Rush Group LLC 266 51.14 56 55.56
2026-02-11 13F Empowered Funds, LLC 2,358 -15.12 500 -12.74
2025-11-04 13F Guerra Advisors Inc 8 2
2026-02-13 13F Gen-Wealth Partners Inc 46,861 46.87 9,938 50.83
2026-02-13 13F Lighthouse Financial LLC 24,585 -3.23 5,214 -0.63
2026-01-23 13F Actinver Wealth Management, Inc. 7,704 76.01 1,634 80.84
2026-01-29 13F Sanctuary Advisors, LLC 965,441 26.49 204,741 29.90
2026-01-20 13F FLP Wealth Management, LLC 23,964 1,182.87 647 68.05
2026-01-07 13F Everpar Advisors Llc 1,715 -43.90 364 -42.47
2026-01-20 13F Investment Research & Advisory Group, Inc. 2,579 0.47 547 3.02
2026-01-13 13F Regatta Capital Group, Llc 2,055 -0.92 436 1.64
2026-01-29 13F BKM Wealth Management, LLC 64,561 1.02 13,692 3.74
2026-02-05 13F Alexander Randolph Advisory Inc 2,476 43.95 525 47.89
2026-02-06 13F Forefront Wealth Partners, LLC 15,617 19.36 3,312 22.58
2026-01-15 13F Polaris Investment Advisors, LLC 44,962 9,535
2026-01-27 13F First Horizon Corp 6,035 0.60 1,280 3.31
2026-02-09 13F Wealthquest Corp 1,466 311
2025-11-14 13F Financial Advisors Network, Inc. 49,363 -0.82 10,194 4.80
2026-01-16 13F Mattern Wealth Management LLC 6,835 -2.54 1,449 0.07
2026-01-26 13F SeaBridge Investment Advisors LLC 12,701 0.00 2,694 2.71
2026-01-29 13F True Link Financial Advisors, LLC 0 -100.00 0
2026-01-26 13F Independent Wealth Network Inc. 3,137 8.10 665 11.02
2026-04-09 13F Shulman DeMeo Asset Management LLC 3,251 0.09 686 -0.29
2025-11-06 13F Gunma Bank,Ltd. 14,000 -50.00 3 -60.00
2026-01-27 13F Brighton Jones Llc 0 -100.00 0
2026-02-12 13F Tiemann Investment Advisors, Llc 8,521 2.33 1,807 5.12
2026-02-13 13F Resources Investment Advisors, LLC. 989,897 37.86 209,927 41.57
2026-01-30 13F Activest Wealth Management 3,769 71.32 799 75.99
2026-02-02 13F Guardian Wealth Advisors, LLC 21,497 -9.00 4,559 -6.56
2026-02-13 13F First Trust Advisors Lp 23,561 4.27 4,997 7.07
2026-01-27 13F Seeds Investor Llc 1,354 15.53 287 19.09
2026-01-26 13F Whittier Trust Co 10,186 0.00 2,203 4.06
2026-01-21 13F Bank Of Stockton 54,596 -5.42 11,578 -2.87
2026-02-06 13F Financial Synergies Wealth Advisors, Inc. 30,638 -1.29 6,497 1.37
2026-02-13 13F Barclays Plc 265,987 0.36 56,408 7.95
2025-10-30 13F Ridgewood Investments LLC 0 -100.00 0 -100.00
2026-01-27 13F Duncker Streett & Co Inc 200 0.00 42 2.44
2026-01-09 13F Appleton Partners Inc/ma 1,440 -34.25 0
2026-01-21 13F Stone House Investment Management, LLC 199,030 43.98 42,208 47.86
2026-01-21 13F Finley Financial, LLC 8,835 -2.75 1,874 -0.16
2026-02-09 13F Arq Wealth Advisors, Llc 3,206 -2.61 680 0.00
2026-02-11 13F TruNorth Capital Management, LLC 0 -100.00 0
2026-01-20 13F St. Clair Advisors, LLC 15,669 0.00 3,323 2.69
2026-01-30 13F Rogco, Lp 18,926 0.00 4,014 2.69
2026-01-13 13F Signature Securities Group Corporation 23,997 -0.46 5,089 2.23
2026-02-11 13F XML Financial, LLC 1,971 68.32 418 73.44
2026-02-12 13F Jane Street Group, Llc Put 2,200 467
2026-02-12 13F Jane Street Group, Llc Call 10,300 296.15 2,184 307.46
2026-02-02 13F Vantage Point Financial LLC 16,731 101.21 3,548 106.64
2026-02-02 13F Blake Schutter Theil Wealth Advisors, LLC 5,581 0.00 1,184 2.69
2026-02-09 13F LifePlan Investment Advisors, Inc. 17,169 6.76 3,641 9.64
2026-02-06 13F Daviman Financial, LLC 49,996 10,603
2026-02-25 13F Westshore Wealth, LLC 0 -100.00 0
2026-02-12 13F Adviser Investments LLC 95,641 -12.43 20,283 -10.07
2026-01-07 13F Sovereign Financial Group, Inc. 14,323 42.05 3,037 45.87
2026-01-12 13F Ffg Retirement Advisors Llc 21,351 0.70 4,528 3.40
2026-02-11 13F Viewpoint Capital Management LLC 0 -100.00 0
2026-02-24 13F MidFirst Bank 10,757 2,281
2026-01-26 13F Nations Financial Group Inc, /ia/ /adv 14,643 1.98 3,105 4.72
2026-01-14 13F Catalyst Private Wealth, Llc 7,074 0.00 1,500 2.74
2026-02-03 13F International Assets Investment Management, Llc 9,547 18.97 2,025 27.86
2026-01-15 13F Cassilly Financial Group LLC 10,816 2,294
2026-02-12 13F Foster Dykema Cabot & Partners, Llc 512 0.00 109 2.86
2026-02-17 13F GeoWealth Management, LLC 8,707 -59.11 1,847 -58.01
2026-02-17 13F Strive Financial Group ,LLC 142 30
2026-01-26 13F Courage Miller Partners, LLC 1,547 0.00 328 2.82
2026-01-08 13F Chesapeake Asset Management Llc 61 0.00 13 0.00
2026-01-22 13F Fiduciary Alliance LLC 6,048 1.66 1,283 4.40
2026-01-12 13F Heartwood Wealth Advisors LLC 0 -100.00 0
2026-02-10 13F Bridge Generations Wealth Management Llc 6 0.00 1 0.00
2025-11-13 13F Riggs Asset Managment Co. Inc. 0 -100.00 0 -100.00
2026-01-22 13F Beacon Financial Planning, Inc 1,458 0.48 309 3.34
2026-01-15 13F Hara Capital LLC 2,335 0.00 495 2.70
2026-02-06 13F Kennedy Investment Group 5,221 -19.64 1,107 -17.45
2025-11-13 13F Glenmede Investment Management, LP 7,990 0.00 1,650 5.70
2026-02-05 13F Pinnacle Financial Group, LLC / IL 3,261 0.03 691 2.67
2026-01-28 13F CAPROCK Group, Inc. 4,138 -2.70 878 1.15
2026-02-13 13F Graney & King, LLC 193 -38.92 41 -38.46
2026-01-27 13F RTD Financial Advisors, Inc. 76,594 -3.45 16,243 -0.85
2026-02-03 13F Patton Albertson Miller Group, Llc 5,380 -0.02 1,141 2.61
2026-02-09 13F King Luther Capital Management Corp 218 2.84
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