Estatísticas Básicas
| Proprietários Institucionais | 1030 total, 1025 long only, 1 short only, 4 long/short - change of 2.06% MRQ |
| Alocação Média no Portfólio | 0.3804 % - change of -8.94% MRQ |
| Ações Institucionais (Longas) | 85,170,943 (ex 13D/G) - change of 2.60MM shares 3.15% MRQ |
| Valor Institucional (Longa) | $ 9,227,452 USD ($1000) |
Propriedade Institucional e Acionistas
iShares Trust - iShares TIPS Bond ETF (CL:TIP) tem 1030 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 85,170,943 ações. Os maiores acionistas incluem Bank Of America Corp /de/, Fmr Llc, Morgan Stanley, BlackRock, Inc., Envestnet Asset Management Inc, UBS Group AG, Sumitomo Life Insurance Co, Pictet Asset Management Holding SA, Wells Fargo & Company/mn, and LPL Financial LLC .
iShares Trust - iShares TIPS Bond ETF (SNSE:TIP) 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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Load All| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | 13F | WFA of San Diego, LLC | 3,564 | -1.25 | 393 | -0.76 | ||||
| 2026-05-08 | 13F | Legal & General Group Plc | 11,600 | 218.24 | 1,280 | 220.00 | ||||
| 2026-04-15 | 13F | Tribridge Partners Financial LLC | 2,035 | 0.00 | 225 | 0.90 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 35,815 | -0.59 | 3,953 | -0.18 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 39,529 | 24.58 | 4,362 | 25.09 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 7,699 | 0.00 | 846 | 0.00 | ||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 46,842 | -20.32 | 5,169 | -20.00 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 52,029 | 1.81 | 5,742 | 2.23 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Bluefin Capital Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Mariner, LLC | 84,914 | -36.87 | 9,371 | -36.61 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Mainstay Capital Management Llc /adv | 2,164 | 0.00 | 239 | 0.42 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 3,224 | 26.58 | 356 | 27.24 | ||||
| 2026-05-05 | 13F | Meridian Management Co | 90,732 | -36.84 | 10,013 | -36.58 | ||||
| 2026-05-14 | 13F | Clg Llc | 2,961 | 0.00 | 327 | 0.31 | ||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Atwater Malick LLC | 5,250 | -12.40 | 579 | -12.01 | ||||
| 2026-04-28 | 13F | Peak Financial Management, Inc. | 21,004 | -1.93 | 2,318 | -1.53 | ||||
| 2026-04-17 | 13F | Nautilus Advisors LLC | 3,000 | 0.00 | 331 | 0.61 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 10,034 | 8.82 | 1,107 | 9.28 | ||||
| 2026-04-29 | 13F | Connable Office Inc | 55,847 | 0.53 | 6,163 | 0.95 | ||||
| 2026-05-08 | 13F | Banco Santander, S.A. | 3,246 | 0.00 | 358 | 0.56 | ||||
| 2026-05-12 | 13F | Colonial Trust Advisors | 168 | 0.00 | 18 | 0.00 | ||||
| 2026-05-15 | 13F | Lifetime Wealth Management P.C. | 25,242 | 1.00 | 2,786 | 1.42 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 24,065 | -16.36 | 2,656 | -16.03 | ||||
| 2026-06-03 | 13F | Stillwater Private Wealth, LLC | 30,580 | 3 | ||||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 1,677 | -0.59 | 185 | 0.00 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 6,863 | -1.34 | 757 | -0.92 | ||||
| 2026-05-13 | 13F | Invictus Private Wealth, Llc | 18,689 | 2.92 | 2,063 | 3.36 | ||||
| 2026-04-30 | 13F | Fortune Financial Advisors, LLC | 18,215 | -0.11 | 2,010 | 0.30 | ||||
| 2026-05-12 | 13F | Rhumbline Advisers | 207,395 | 19.88 | 22,888 | 20.37 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 59 | 7 | ||||||
| 2026-02-12 | 13F | Gould Capital, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Clearview Wealth Management LLC | 4,682 | 517 | ||||||
| 2026-03-20 | 13F/A | Hsbc Holdings Plc | Call | 125,000 | 13,752 | |||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 13,347 | -12.14 | 1,473 | -11.80 | ||||
| 2026-05-08 | 13F | Buckhead Capital Management Llc | 1,938 | 0.00 | 214 | 0.00 | ||||
| 2026-03-20 | 13F/A | Hsbc Holdings Plc | Put | 125,000 | 13,752 | |||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 49,683 | 8.03 | 5,483 | 8.49 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 9,808 | -2.31 | 1,082 | -1.99 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 11,591 | 5.53 | 1,286 | 6.55 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 83 | 9 | ||||||
| 2026-04-20 | 13F | Friedenthal Financial | 204 | 0.00 | 23 | 0.00 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 54,452 | -10.24 | 6,009 | -9.87 | ||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 26,229 | 55.19 | 2,776 | 55.26 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 362 | 0.00 | 40 | 0.00 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 3,912 | 12.45 | 432 | 12.83 | ||||
| 2026-05-14 | 13F | Ted Buchan & Co | 147,132 | 29.98 | 16,238 | 30.51 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 1,019 | -5.74 | 112 | -5.08 | ||||
| 2026-05-13 | 13F | Consultiva Wealth Management, Corp. | 853 | 0.00 | 94 | 1.08 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 9,117 | 334.97 | 1,006 | 337.39 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,923 | -1.04 | 654 | -0.61 | ||||
| 2026-05-05 | 13F | Rockport Wealth LLC | 2,500 | 276 | ||||||
| 2026-05-14 | 13F | Biondo Investment Advisors, LLC | 15,932 | 7.54 | 1,758 | 7.99 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 42,338 | -46.07 | 4,660 | -45.99 | ||||
| 2026-02-04 | 13F | Invst, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 10,238 | -3.15 | 1,130 | -2.76 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 97 | 11 | ||||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 10,418 | -15.53 | 1,150 | -15.20 | ||||
| 2026-05-11 | 13F | Scratch Capital Llc | 21,618 | -14.39 | 2,386 | -14.05 | ||||
| 2026-05-14 | 13F | Johnson Financial Group, LLC | 5,906 | 0.00 | 652 | 0.31 | ||||
| 2026-04-24 | 13F | Slow Capital, Inc. | 77,002 | 6.57 | 8,498 | 7.00 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 5,447 | -11.73 | 599 | -12.83 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 38,744 | 18.08 | 4,276 | 18.55 | ||||
| 2026-05-15 | 13F | MGO Private Wealth, LLC | 4,268 | -82.33 | 471 | -82.29 | ||||
| 2026-05-07 | 13F | Lyell Wealth Management, Lp | 21,383 | -11.19 | 2,360 | -10.85 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 59 | 7 | ||||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 2,611 | -2.10 | 288 | -1.71 | ||||
| 2026-05-04 | 13F | First Growth Capital LLC | 4,315 | 10.78 | 476 | 10.44 | ||||
| 2026-05-05 | 13F | Alan B. Lancz & Associates, Inc. | 2,725 | 0.00 | 301 | 0.33 | ||||
| 2026-04-23 | 13F | Kohmann Bosshard Financial Services, LLC | 241 | -26.07 | 26 | -25.71 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 4,011 | 0.00 | 443 | 0.45 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 29,549 | -0.97 | 3,261 | -0.55 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 334 | 151.13 | 37 | 157.14 | ||||
| 2026-02-26 | 13F | Ssa Swiss Advisors Ag | 48,907 | -21.39 | 5,375 | -22.30 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 7,195 | 50.40 | 801 | 51.99 | ||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 23,185 | -1.17 | 2,559 | -0.78 | ||||
| 2026-04-08 | 13F | Olistico Wealth, LLC | 75 | 0.00 | 8 | 0.00 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 240 | 29.73 | 26 | 30.00 | ||||
| 2026-04-20 | 13F | Davidson Trust Co | 2,510 | 0.00 | 277 | 0.73 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 2,358 | -35.40 | 260 | -35.16 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 26,380 | -0.56 | 2,911 | -0.14 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 2,496 | -2.27 | 275 | -1.79 | ||||
| 2026-05-15 | 13F | Independent Family Office, LLC | 16,526 | 0.00 | 1,824 | 0.39 | ||||
| 2026-04-22 | 13F | Wernau Asset Management Inc. | 2,068 | 4.60 | 228 | 5.07 | ||||
| 2026-05-26 | 13F | Axiom Investment Management LLC | 1,245 | 137 | ||||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 3,818 | 0.55 | 421 | 0.96 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 4,082 | -3.06 | 451 | -2.60 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 41,402 | 7.40 | 4,569 | 7.84 | ||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-01 | 13F | Bangor Savings Bank | 154 | 0.00 | 17 | 0.00 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 188,405 | -10.59 | 20,792 | -10.22 | ||||
| 2026-02-11 | 13F | Shared Vision Wealth Group LLC | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F/A | Wright Fund Managment, LLC | 98,800 | 10,904 | ||||||
| 2026-05-11 | 13F | TD Capital Management LLC | 231 | 0.00 | 25 | 0.00 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 42,378 | 8.72 | 4,410 | 2.94 | ||||
| 2026-05-04 | 13F | H&H Retirement Design & Management INC | 72,435 | 3.59 | 8,066 | 4.67 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 13,644 | 37.55 | 1,506 | 38.07 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 135,693 | -43.52 | 14,975 | -43.29 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Personal Cfo Solutions, Llc | 3,644 | -3.88 | 402 | -3.37 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 7,268 | -8.31 | 799 | -9.42 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 879 | 34.20 | 98 | 34.72 | ||||
| 2026-05-04 | 13F | 1 North Wealth Services Llc | 3 | 0.00 | 0 | |||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 66,537 | 0.61 | 7,343 | 1.03 | ||||
| 2026-04-20 | 13F | WealthSpring Partners, LLC | 2,377 | -7.40 | 262 | -7.09 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 33,038 | 0.28 | 4 | 0.00 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 179,953 | 12.94 | 19,860 | 13.40 | ||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 3,463 | 0.00 | 382 | 0.53 | ||||
| 2026-05-05 | 13F | LFA - Lugano Financial Advisors SA | 330 | 0.00 | 36 | 0.00 | ||||
| 2026-04-27 | 13F | Citizens & Northern Corp | 5,540 | 2.52 | 611 | 3.04 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 396 | 0.00 | 44 | 0.00 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 9,972 | 0.08 | 1,101 | 0.46 | ||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 30,100 | 7.92 | 3,322 | 8.35 | ||||
| 2026-04-21 | 13F | Patton Albertson Miller Group, Llc | 14,116 | -0.28 | 1,558 | 0.13 | ||||
| 2026-05-13 | 13F | Fox Hill Wealth Management | 8,045 | -2.51 | 888 | -2.10 | ||||
| 2026-05-12 | 13F | Chesapeake Asset Management Llc | 147 | 16 | ||||||
| 2026-05-14 | 13F | Migdal Insurance & Financial Holdings Ltd. | 53,462 | 4.26 | 5,900 | 117,900.00 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 76,765 | 15.84 | 8,419 | 15.58 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 5,958 | -1.37 | 657 | -0.90 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 120,712 | -22.66 | 13,322 | -22.34 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Csenge Advisory Group | 2,877 | -9.10 | 317 | -8.65 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 7,958 | -3.02 | 878 | -2.55 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 72,252 | 204.03 | 7,974 | 205.25 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 13,406 | -2.80 | 1,479 | -2.38 | ||||
| 2026-05-13 | 13F | Mackenzie Financial Corp | 63,700 | 5.64 | 7,030 | 6.07 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 7,326 | 7.21 | 808 | 7.73 | ||||
| 2026-04-27 | 13F | NorthLanding Financial Partners, LLC | 4,101 | 0.00 | 453 | 0.44 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 61 | 6,000.00 | 0 | |||||
| 2026-05-14 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 16 | 0.00 | 2 | 0.00 | ||||
| 2026-04-29 | 13F | Mine & Arao Wealth Creation & Management, LLC. | 5,454 | 0.00 | 602 | 0.33 | ||||
| 2026-04-22 | 13F | DORVAL Corp | 115,978 | -33.77 | 12,799 | -33.50 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 2,085 | -20.48 | 230 | -20.14 | ||||
| 2026-05-13 | 13F | Forefront Analytics, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Key FInancial Inc | 1,059 | -0.19 | 117 | 0.00 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 17,605 | -3.61 | 1,943 | -3.24 | ||||
| 2026-04-21 | 13F | Compass Planning Associates Inc | 2,470 | 0.00 | 273 | 0.37 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 1,839 | -0.97 | 203 | -0.98 | ||||
| 2026-05-15 | 13F | Turim 21 Investimentos Ltda. | 6,570 | 0.00 | 725 | 0.42 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 1,180 | 7.37 | 130 | 8.33 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 2,927 | -23.03 | 326 | -23.17 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | Call | 160,600 | 17,724 | |||||
| 2026-05-14 | 13F | Marshall Wace, Llp | 323,345 | -22.49 | 35,684 | -22.17 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 200 | 0.00 | 22 | 4.76 | ||||
| 2026-05-04 | 13F/A | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,310 | 0.00 | 366 | 3.99 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 3,624 | 17.82 | 400 | 18.05 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 2 | 100.00 | 0 | |||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 10,920 | -3.44 | 1,207 | -3.05 | ||||
| 2026-05-04 | 13F | Y.D. More Investments Ltd | 610 | 41.86 | 67 | 42.55 | ||||
| 2026-05-11 | 13F | Shepherd Financial Partners LLC | 3,133 | -2.61 | 346 | -2.27 | ||||
| 2026-04-24 | 13F | TSG Advice Partners, LLC | 2,302 | 0.00 | 254 | 0.79 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 362,700 | 0.00 | 40,028 | 0.41 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | JMN Financial LLC | 2,200 | 243 | ||||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 9,916 | 0.00 | 1,094 | 0.46 | ||||
| 2026-04-08 | 13F | West Financial Advisors, LLC | 181,745 | 3.10 | 20,057 | 3.52 | ||||
| 2026-05-13 | 13F | WealthCollab, LLC | 18,870 | -4.08 | 2,082 | -3.70 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 10,972 | -5.58 | 1,211 | -5.25 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 379,074 | 19.72 | 41,695 | 19.80 | ||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 3,612 | 2.61 | 399 | 3.11 | ||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 3,009 | -0.56 | 332 | -0.30 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 47,735 | 1.77 | 5,268 | 2.19 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 33,348 | 3,680 | ||||||
| 2026-02-17 | 13F | Capitolis Liquid Global Markets LLC | 473,000 | 846.00 | 51,987 | 834.85 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 438,698 | 24.72 | 48,430 | 25.20 | ||||
| 2026-05-07 | 13F | TrustWell Financial Advisors, LLC | 5,515 | 1.06 | 609 | 1.50 | ||||
| 2026-04-24 | 13F | James Investment Research Inc | 23,472 | -2.01 | 2,590 | -1.60 | ||||
| 2026-04-30 | 13F | Summa Corp. | 6,430 | 0.00 | 710 | 0.42 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2026-01-15 | 13F | Columbus Macro, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 6,853 | 20.46 | 756 | 20.96 | ||||
| 2026-04-22 | 13F | Arcataur Capital Management LLC | 10,399 | 0.00 | 1,148 | 0.44 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 137,511 | 4,155.99 | 15,176 | 4,174.65 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 164 | 18 | ||||||
| 2026-04-23 | 13F | Game Plan Financial Advisors, LLC | 353 | 138.51 | 39 | 137.50 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 30,483 | 1.06 | 3,364 | 1.39 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 3,407 | 376 | ||||||
| 2026-04-28 | 13F | Woodard & Co Asset Management Group Inc /adv | 2,021 | 0.00 | 223 | 0.45 | ||||
| 2026-04-15 | 13F | Paragon Capital Management Ltd | 2,500 | 0.00 | 276 | 0.36 | ||||
| 2026-05-12 | 13F | Creative Planning | 110,029 | -8.47 | 12,143 | -8.10 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 55,325 | 5.31 | 6,106 | 5.75 | ||||
| 2026-05-15 | 13F | Lazard Asset Management Llc | 2,000 | 0.00 | 221 | 0.46 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 106,100 | -26.98 | 11,709 | -26.68 | |||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 109,700 | 1,105.49 | 12,106 | 1,110.60 | |||
| 2026-05-13 | 13F | Boston Family Office Llc | 4,016 | 42.61 | 0 | |||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 113 | 0.00 | 12 | 0.00 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 118,547 | 13,083 | ||||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 85 | 0.00 | 9 | 0.00 | ||||
| 2026-01-09 | 13F | First Heartland Consultants, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Stronghold Wealth Management L.L.C. | 3,952 | 36.98 | 436 | 37.54 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 3,865 | 950.27 | 427 | 965.00 | ||||
| 2026-05-08 | 13F | Minot DeBlois Advisors LLC | 39,231 | 4.13 | 4,330 | 4.57 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 31,036 | 2.11 | 3,425 | 2.54 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 62,208 | -4.59 | 6,865 | -4.20 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 1,221 | -24.54 | 135 | -24.29 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 1,803 | 0.00 | 199 | 0.00 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 105,500 | -10.77 | 11,643 | -10.41 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 4,314 | 0.00 | 476 | 0.42 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 524 | 38.99 | 58 | 39.02 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 3,576 | 55.21 | 395 | 55.73 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 15,065 | 149.50 | 1,663 | 150.68 | ||||
| 2026-05-08 | 13F | Red Wave Investments LLC | 6,325 | 0.00 | 698 | 0.43 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 16,119 | 35.44 | 1,779 | 35.93 | ||||
| 2026-05-13 | 13F | Cambridge Associates Llc /ma/ /adv | 255,669 | 105.88 | 28,216 | 106.72 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 11,826 | -2.91 | 1,305 | -2.47 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 10 | 0.00 | 1 | 0.00 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 3,524 | 389 | ||||||
| 2026-05-14 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 181 | 0.00 | 20 | 0.00 | ||||
| 2026-05-08 | 13F | Wall Street Access Asset Management, LLC | 7,220 | 0.00 | 797 | 0.38 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 2,011 | -16.59 | 222 | -16.29 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 792,456 | -2.13 | 87,455 | -1.73 | ||||
| 2026-04-29 | 13F | American Wealth Advisors, LLC | 2,378 | 0.00 | 262 | 0.38 | ||||
| 2026-05-01 | 13F | Brightwater Advisory LLC | 51,505 | 0.00 | 5,684 | 0.42 | ||||
| 2026-05-18 | 13F | Edgestream Partners, L.P. | 9,162 | -73.78 | 1,011 | -73.67 | ||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 878 | 0.00 | 97 | 0.00 | ||||
| 2026-02-13 | 13F | Templeton & Phillips Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Financial Enhancement Group LLC | 86,652 | 3.19 | 9,660 | 4.47 | ||||
| 2026-04-21 | 13F | Cypress Capital Advisors, LLC | 40,346 | -5.24 | 4,453 | -4.85 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 65 | 0.00 | 7 | 0.00 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 89 | 0.00 | 10 | 0.00 | ||||
| 2026-05-08 | 13F | Seneschal Advisors, LLC | 491 | 0.00 | 54 | 1.89 | ||||
| 2026-04-03 | 13F | Adirondack Trust Co | 27,598 | -2.90 | 3,046 | -2.50 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 2,676 | 298 | ||||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 12 | 0.00 | 1 | 0.00 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 5,979 | -2.11 | 660 | -1.79 | ||||
| 2026-05-12 | 13F | Rather & Kittrell, Inc. | 54,737 | 2.88 | 6,041 | 3.30 | ||||
| 2026-05-12 | 13F | Carr Financial Group Corp | 5,033 | 0.00 | 555 | 0.36 | ||||
| 2026-04-22 | 13F | J. L. Bainbridge & Co., Inc. | 2,146 | -2.14 | 237 | -2.07 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 62,209 | 7.36 | 6,865 | 7.80 | ||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 2,963 | 0.00 | 327 | 0.31 | ||||
| 2026-05-12 | 13F | Fairfield, Bush & Co. | 2,030 | 0.00 | 224 | 0.45 | ||||
| 2026-05-13 | 13F | Tiemann Investment Advisors, Llc | 6,095 | 0.00 | 673 | 0.45 | ||||
| 2026-04-10 | 13F | Finward Bancorp | 1,856 | 0.00 | 205 | 0.49 | ||||
| 2026-04-10 | 13F | Country Trust Bank | 161,604 | 4,175.24 | 17,835 | 4,197.35 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 427,799 | 185.79 | 47 | 193.75 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 19,893 | 3.03 | 2,195 | 3.44 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 120,422 | 11.29 | 13,236 | 11.28 | ||||
| 2026-04-13 | 13F | Successful Portfolios LLC | 3,531 | 0.00 | 390 | 0.00 | ||||
| 2026-05-14 | 13F | Thryve Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Bare Financial Services, Inc | 140 | 0.00 | 15 | 0.00 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 6,996 | 100.86 | 772 | 102.09 | ||||
| 2026-04-08 | 13F | Gladwyn Financial Advisors, Inc. | 250 | 6.38 | 28 | 8.00 | ||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 4,787 | -6.43 | 528 | -6.05 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 3,805 | -10.09 | 420 | -9.89 | ||||
| 2026-05-13 | 13F | Verger Capital Management LLC | 99,195 | -3.43 | 10,947 | -3.04 | ||||
| 2026-05-12 | 13F | Todd Asset Management Llc | 2,060 | 0.00 | 227 | 0.44 | ||||
| 2026-05-13 | 13F | Heritage Trust Co | 21,667 | -4.65 | 2,391 | -4.25 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 5,473 | -1.79 | 604 | -1.31 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 100 | 0.00 | 11 | 10.00 | ||||
| 2026-05-12 | 13F | Partners Capital Investment Group, Llp | 569,232 | -21.19 | 62,820 | -20.87 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 42,151 | 30.02 | 4,652 | 30.54 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 3,500 | 0.00 | 386 | 0.52 | ||||
| 2026-05-06 | 13F | Dorsey Wright & Associates | 28,477 | 586.69 | 3,143 | 589.04 | ||||
| 2026-01-23 | 13F | Private Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Shayne & Co., Llc | 8,840 | -0.45 | 976 | -0.10 | ||||
| 2026-05-13 | 13F | Northstar Asset Management Inc | 2,000 | 0.00 | 221 | 0.46 | ||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 3,551 | -5.61 | 392 | -5.33 | ||||
| 2026-05-14 | 13F | Safeguard Investment Advisory Group, LLC | 3,015 | -6.71 | 333 | -6.48 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 2 | 0.00 | 0 | |||||
| 2026-04-14 | 13F | Banque Pictet & Cie Sa | 7,050 | 0.00 | 778 | 0.52 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 2,496 | -1.69 | 275 | -1.43 | ||||
| 2026-05-04 | 13F | Legacy Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2026-02-13 | 13F | Truvestments Capital Llc | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Flaharty Asset Management, LLC | 4,466 | 0.00 | 493 | 0.41 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 555 | 61 | ||||||
| 2026-05-07 | 13F | Tidemark, LLC | 1,127 | -1.57 | 124 | -0.80 | ||||
| 2026-04-21 | 13F | Madson Wealth Advisors Inc | 38,544 | 4,254 | ||||||
| 2026-04-22 | 13F | Bravera Wealth | 131 | 0.00 | 14 | 0.00 | ||||
| 2026-05-08 | 13F | Pinnacle Holdings, LLC | 1,846 | -9.02 | 204 | -8.97 | ||||
| 2026-05-05 | 13F | Legacy Financial Independent Advisors Llc | 4,570 | 504 | ||||||
| 2026-05-06 | 13F | Kelsey Financial, LLC | 7,709 | 1.81 | 851 | 2.16 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 76,291 | -6.01 | 8,419 | -5.63 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 9,839 | 0.22 | 1,086 | 0.65 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 16,526 | 116.54 | 1,816 | 114.15 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 43 | 5 | ||||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 13,660 | -10.15 | 1,509 | 150,700.00 | ||||
| 2026-05-15 | 13F | Graham Capital Management, L.P. | 0 | -100.00 | 0 | |||||
| 2026-05-18 | 13F | Genesis Financial Group, LLC | 2,325 | 1.97 | 257 | 2.40 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 10,572 | 5.01 | 1,167 | 5.42 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 61,856 | 36.78 | 6,826 | 37.34 | ||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 115,620 | 1.41 | 12,760 | 1.82 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 1,091 | -47.82 | 120 | -47.60 | ||||
| 2026-04-13 | 13F | First Hawaiian Bank | 1,936 | 0.00 | 214 | 0.47 | ||||
| 2026-04-20 | 13F | White Pine Investment CO | 97,643 | 3.31 | 11 | 0.00 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-01-14 | 13F | Redhawk Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | North Forty Two & Co. | 2,048 | 0.00 | 226 | 0.44 | ||||
| 2026-05-07 | 13F | Bearing Point Capital, Llc | 10,662 | -6.00 | 1,177 | -5.62 | ||||
| 2026-05-15 | 13F | Passaic Partners LLC | 155,596 | -57.23 | 17,172 | -57.06 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 4,224 | -0.54 | 466 | 0.00 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 5,232 | 44.09 | 577 | 44.61 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 997 | -43.06 | 110 | -42.71 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 6,774 | 146.51 | 1 | |||||
| 2026-01-29 | 13F | Comerica Bank | 40,329 | -3.32 | 4,433 | -4.46 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,870 | 0.48 | 648 | 0.78 | ||||
| 2026-05-11 | 13F | Rock Creek Group, LP | 379,892 | 2.52 | 41,925 | 2.94 | ||||
| 2026-05-12 | 13F | Alliance Wealth Advisors, LLC /UT | 3,641 | -52.78 | 402 | -52.66 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 9,643 | 1.23 | 1,064 | 1.62 | ||||
| 2026-01-23 | 13F | Wallace Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 91,365 | 10.85 | 10,083 | 11.30 | ||||
| 2026-04-16 | 13F | Upper Left Wealth Management, LLC | 4,811 | -1.23 | 531 | -0.93 | ||||
| 2026-05-08 | 13F | Bokf, Na | 101,399 | 0.65 | 11,190 | 1.07 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 8,014 | 2.73 | 884 | 3.15 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 2,980 | 42.65 | 329 | 43.23 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 26,307 | 117.14 | 2,903 | 118.11 | ||||
| 2026-05-07 | 13F | Bingham Private Wealth, Llc | 2,013 | 0.15 | 222 | 0.91 | ||||
| 2026-04-28 | 13F | Ti-trust, Inc | 23,158 | 4.79 | 2,556 | 5.23 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 515 | 0.00 | 57 | 0.00 | ||||
| 2026-04-23 | 13F | Bigelow Investment Advisors, LLC | 6,487 | -0.96 | 716 | -0.56 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 307 | 34 | ||||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 494 | 0.00 | 55 | 0.00 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 5,563 | 7.10 | 614 | 7.54 | ||||
| 2026-04-14 | 13F | Jeppson Wealth Management, Llc | 4,531 | 0.00 | 500 | 0.40 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 11,244 | -26.45 | 1,241 | -26.32 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 2,888 | -0.21 | 319 | 0.00 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 26,370 | 5.08 | 2,910 | 5.51 | ||||
| 2026-05-07 | 13F | Prentiss Smith & Co Inc | 3,570 | 0.00 | 394 | 0.26 | ||||
| 2026-05-13 | 13F | Capital Wealth Alliance, LLC | 3,658 | -0.25 | 404 | -0.74 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 239 | 0.00 | 26 | 0.00 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 10,861 | 3.96 | 1,199 | 4.36 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 26,585 | -15.54 | 2,934 | -15.21 | ||||
| 2026-04-30 | 13F | Private Harbour Investment Management & Counsel, LLC | 4,855 | -1.02 | 536 | -0.74 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 9,839 | -1.75 | 1,081 | -2.88 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 2,458 | 5.18 | 271 | 5.86 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 8,577 | 4.10 | 947 | 4.53 | ||||
| 2026-04-24 | 13F | Goldstone Financial Group, LLC | 1,996 | -0.15 | 220 | 0.46 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 10,586 | 1,168 | ||||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 10,329 | 1,140 | ||||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 14,673 | 0.00 | 1,619 | 0.43 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 5,552 | -1.10 | 613 | -0.81 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 1,900 | 0.00 | 210 | 0.48 | ||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 100 | 0.00 | 11 | 10.00 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 9,226 | -2.44 | 1,018 | -2.02 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 2,352 | -17.76 | 260 | -17.52 | ||||
| 2026-04-02 | 13F | Horizons Wealth Management | 56,764 | 0.65 | 6,264 | 1.06 | ||||
| 2026-04-13 | 13F | Farrell Financial LLC | 6,950 | -2.37 | 767 | -1.92 | ||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 27,059 | -2.42 | 2,986 | -2.00 | ||||
| 2026-04-24 | 13F | Courage Miller Partners, LLC | 4,177 | 0.00 | 461 | 0.22 | ||||
| 2026-05-01 | 13F | American Trust | 5,438 | -11.63 | 600 | -11.24 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 689 | 0.00 | 76 | 1.33 | ||||
| 2026-05-06 | 13F | Kiker Wealth Management, LLC | 14 | 2 | ||||||
| 2026-05-15 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 5,440 | 6.83 | 600 | 7.33 | ||||
| 2026-02-17 | 13F | Risk Paradigm Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 6,058 | -2.12 | 669 | -1.76 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 15,156 | -18.82 | 1,673 | -18.48 | ||||
| 2026-04-30 | 13F | Granite Investment Partners, LLC | 68 | 33.33 | 8 | 40.00 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 69,063 | -3.89 | 7,622 | -3.51 | ||||
| 2026-05-14 | 13F | Crabel Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Virtue Asset Management Llc | 4,505 | -3.45 | 497 | -2.93 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Man Group plc | 361,604 | -36.59 | 39,907 | -36.33 | ||||
| 2026-04-16 | 13F | First Community Trust Na | 49 | 5 | ||||||
| 2026-05-13 | 13F | Ci Investments Inc. | 1,166,832 | 28.68 | 128,772 | 29.21 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 1,846 | 0.76 | 204 | 1.00 | ||||
| 2026-04-10 | 13F | Windsor Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Summit Financial, LLC | 43,106 | 24.90 | 4,757 | 25.42 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 2,906 | -3.84 | 321 | -3.61 | ||||
| 2026-04-24 | 13F | Family Investment Center, Inc. | 2,218 | 1.65 | 245 | 2.09 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 2,445 | -1.33 | 270 | -1.10 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 3,207 | -20.38 | 354 | -20.14 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 135,194 | 2.04 | 14,920 | 2.45 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 64,420 | 14.88 | 7,109 | 15.35 | ||||
| 2026-05-18 | 13F | Cim, Llc | 170,451 | 0.98 | 18,811 | 1.40 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 982 | 58.39 | 108 | 58.82 | ||||
| 2026-04-20 | 13F | Arta Finance Wealth Management LLC | 10,196 | 58.47 | 1,125 | 59.12 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 2,348 | -15.33 | 258 | -16.23 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 824 | 91 | ||||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 111 | 0.00 | 12 | 0.00 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 228,072 | 9.31 | 25,170 | 9.76 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 13,761 | -70.54 | 1,518 | -70.43 | ||||
| 2026-04-22 | 13F | Horizon Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 400 | 44 | ||||||
| 2026-05-11 | 13F | Commerce Bank | 47,037 | 15.25 | 5,191 | 15.74 | ||||
| 2026-02-09 | 13F | White Pine Capital Llc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 13,789 | -10.52 | 2 | 0.00 | ||||
| 2026-05-04 | 13F | Fortress Financial Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 184 | 0.00 | 20 | 0.00 | ||||
| 2026-05-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 5,070 | 0.00 | 560 | 0.36 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 677 | -5.84 | 75 | -6.33 | ||||
| 2026-05-13 | 13F | Alpha Financial Partners, LLC | 4,986 | 550 | ||||||
| 2026-04-09 | 13F | Dorato Capital Management | 3,384 | 0.00 | 375 | 0.54 | ||||
| 2026-05-14 | 13F | Gambit Capital Management, LLC | 6,452 | 712 | ||||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 53,874 | -30.40 | 5,945 | -30.12 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 737 | 0.00 | 81 | 0.00 | ||||
| 2026-05-15 | 13F/A | Itau Unibanco Holding S.A. | 12,295 | 126.14 | 1,357 | 127.14 | ||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 75,812 | -2.07 | 8,367 | -1.67 | ||||
| 2026-02-11 | 13F | Fiera Capital Corp | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | PFG Investments, LLC | 12,879 | -3.67 | 1,421 | -3.27 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 99,044 | 4.00 | 10,886 | 2.78 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 12,359 | 10.30 | 1,364 | 10.72 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 12,414 | -10.25 | 1 | 0.00 | ||||
| 2026-05-14 | 13F | Cauble & Harre Wealth Management, Inc. | 6,453 | 0.05 | 717 | 1.27 | ||||
| 2026-04-15 | 13F | Family Legacy Financial Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 4,934 | -4.73 | 544 | -4.39 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 15,417 | -2.23 | 1,695 | -3.37 | ||||
| 2026-04-13 | 13F | Sjbenen Advisory, Llc | Put | 15,400 | 175.00 | 47 | -92.36 | |||
| 2026-05-05 | 13F | Oder Investment Management, LLC | 4,493 | -4.83 | 496 | -4.44 | ||||
| 2026-05-13 | 13F | Protective Life Corp | 20,258 | 2,236 | ||||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 8 | 1 | ||||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 46,605 | 5.22 | 5,143 | 5.65 | ||||
| 2026-05-11 | 13F | Exit Wealth Advisors, LLC. | 11,425 | 37.82 | 1,261 | 38.31 | ||||
| 2026-05-05 | 13F | Golden Bell Financial Planning LLC | 21,220 | -0.32 | 2,342 | 0.09 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 9,951 | 0.81 | 1,098 | 1.29 | ||||
| 2026-05-15 | 13F | 3EDGE Asset Management, LP | 298,592 | -36.49 | 32,950 | -36.35 | ||||
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 2,692 | 0.00 | 297 | 0.68 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 25,732 | 8.35 | 2,605 | -0.23 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 9,875 | -2.89 | 1,090 | -2.51 | ||||
| 2026-01-27 | 13F | Institute for Wealth Management, LLC. | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 8,489 | -0.82 | 937 | -0.43 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 3,117 | 33.21 | 344 | 33.46 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 36,366 | -4.17 | 4,013 | -3.76 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 2,773 | 25.48 | 306 | 26.45 | ||||
| 2026-04-15 | 13F | Retireful, LLC | 3,149 | -8.51 | 348 | -8.44 | ||||
| 2026-04-21 | 13F | Founders Capital Management | 843 | 0.00 | 93 | 1.09 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 4,210 | -7.74 | 465 | -7.39 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 3,477 | 0.64 | 384 | 1.06 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 104,360 | 0.75 | 11,517 | 1.16 | ||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 30 | 0.00 | 3 | 0.00 | ||||
| 2026-05-13 | 13F | American Financial Advisors, LLC | 5,354 | -4.15 | 591 | -3.75 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 5,447 | 601 | ||||||
| 2026-05-14 | 13F | Rodgers Brothers Inc. | 2,243 | 0.00 | 248 | 0.41 | ||||
| 2026-05-15 | 13F | Fairview Capital Investment Management, Llc | 58,437 | -1.97 | 6,449 | -1.57 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Main Street Group, LTD | 207 | 23 | ||||||
| 2026-05-07 | 13F | First National Trust Co | 14,176 | 20.43 | 1,564 | 20.96 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 2,321 | 0.00 | 256 | 0.39 | ||||
| 2026-04-28 | 13F | Split Rock Private Trading & Wealth Management, LLC | 16,213 | 1,789 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 64,539 | 19.22 | 7,122 | 19.70 | ||||
| 2026-05-13 | 13F | Transmarket Holdings LP | 4,524 | 499 | ||||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 443 | -11.04 | 49 | -11.11 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 16,861 | 1.68 | 1,861 | 2.09 | ||||
| 2026-04-13 | 13F | Cordant, Inc. | 27,295 | 5.80 | 3,012 | 6.24 | ||||
| 2026-04-29 | 13F | Austin Asset Management Co Inc | 2,762 | -60.97 | 305 | -60.88 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 2,272 | 0.00 | 251 | 0.40 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 31,352 | -17.54 | 3,460 | -17.21 | ||||
| 2026-05-08 | 13F | Burling Wealth Partners, Llc | 1,822 | 0.00 | 201 | 0.50 | ||||
| 2026-05-12 | 13F | Shade Tree Advisors LLC | 5,036 | 0.00 | 556 | 0.36 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 100 | 20.48 | 11 | 22.22 | ||||
| 2026-04-21 | 13F | Ground Swell Capital, LLC | 4,108 | 453 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1,402,404 | 18.00 | 154,769 | 18.48 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 19,841 | 80.93 | 2,190 | 81.66 | ||||
| 2026-05-14 | 13F | Missouri Trust & Investment Co | 92 | 0.00 | 10 | 0.00 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 2,800 | 0.86 | 309 | 1.31 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 2,498 | 3.48 | 276 | 2.61 | ||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 5,715 | 89.55 | 631 | 90.33 | ||||
| 2026-05-14 | 13F | Insight Wealth Partners, LLC | 60,632 | 5.95 | 6,691 | 6.39 | ||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 347 | -14.32 | 0 | |||||
| 2026-04-28 | 13F | Mokosak Advisory Group, LLC | 2,381 | 0.00 | 263 | 0.38 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 7,486 | -0.74 | 826 | -0.24 | ||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 74,894 | -1.17 | 8,265 | -0.77 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 4,319,551 | 1.21 | 476,706 | 1.63 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 32,617 | 6.97 | 3,600 | 7.40 | ||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 1,903 | -0.89 | 210 | 0.00 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 4,596 | 65.86 | 507 | 66.78 | ||||
| 2026-05-14 | 13F | Rock Point Advisors, LLC | 2,095 | 0.00 | 231 | 0.43 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 3,139 | 1.26 | 346 | 1.76 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Cypress Capital, LLC | 162,607 | -1.60 | 17,945 | -1.19 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 7,336 | -0.46 | 810 | -0.12 | ||||
| 2026-05-13 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 2,405 | 0.00 | 265 | 0.38 | ||||
| 2026-04-22 | 13F | KG&L Capital Management,LLC | 3,908 | 431 | ||||||
| 2026-04-07 | 13F | Calder Financial LLC | 11,855 | -2.94 | 1,308 | -2.53 | ||||
| 2026-04-28 | 13F | Fischer Financial Services, Inc. | 110,791 | 1.46 | 12,227 | 1.87 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 12,535 | 31.49 | 1,383 | 32.09 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 358,504 | 23.91 | 39,564 | 24.42 | ||||
| 2026-04-23 | 13F | Strategic Point Investment Advisors, LLC | 2,320 | 0.00 | 256 | 0.79 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 40,849 | 2.74 | 4,508 | 3.16 | ||||
| 2026-05-01 | 13F | Clarity Financial LLC | 4,568 | 7.58 | 504 | 8.15 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 13,995 | 15.96 | 1,544 | 16.44 | ||||
| 2026-05-14 | 13F | Sumitomo Mitsui Financial Group, Inc. | 67,508 | 3.98 | 7,450 | 4.41 | ||||
| 2026-05-15 | 13F | Ameraudi Asset Management, Inc. | 86,778 | 11.43 | 9,577 | 11.88 | ||||
| 2026-04-21 | 13F | Parker Financial LLC | 4,102 | -5.42 | 453 | -5.04 | ||||
| 2026-05-07 | 13F | one8zero8, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | CNB Bank | 90 | 0.00 | 10 | 0.00 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 3,180 | 0.00 | 351 | 0.29 | ||||
| 2026-04-23 | 13F | Powell Investment Advisors, LLC | 1,540 | 0.00 | 170 | 0.00 | ||||
| 2026-02-17 | 13F | Discovery Capital Management, Llc / Ct | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | TMB Capital Partners, LLC | 2,148 | -4.58 | 237 | -4.05 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 2,728 | 301 | ||||||
| 2026-04-20 | 13F | Park Edge Advisors, LLC | 2,791 | -7.86 | 308 | -7.23 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 7,103 | -6.75 | 1 | |||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 4,056 | -33.45 | 448 | -33.18 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 6,426 | -33.53 | 709 | -33.24 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 413,029 | 16.43 | 45,582 | 16.91 | ||||
| 2026-04-24 | 13F | Innova Wealth Partners | 1,959 | 216 | ||||||
| 2026-05-01 | 13F | Mh & Associates Securities Management Corp /adv | 540 | 0.00 | 60 | 0.00 | ||||
| 2026-04-29 | 13F | United Asset Strategies, Inc. | 3,185 | 2.08 | 352 | 2.63 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 490 | 4.03 | 54 | 5.88 | ||||
| 2026-04-27 | 13F | ATLas Financial Planning LLC | 3,986 | 93.59 | 440 | 94.25 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 31 | 106.67 | 3 | 200.00 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 3,469 | -35.88 | 383 | -35.69 | ||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management Services Ltd | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Bradley & Co. Private Wealth Management, LLC | 5 | 0.00 | 1 | |||||
| 2026-05-15 | 13F | EFG International AG | 3,784 | 23.14 | 418 | 23.74 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 6,850 | -5.41 | 756 | -4.91 | ||||
| 2026-05-11 | 13F | Valpey Financial Services, LLC | 22,494 | 1.78 | 2,482 | 2.22 | ||||
| 2026-04-17 | 13F | Buffalo Business & Estate Services Ltd | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 6,149 | 78.44 | 679 | 79.37 | ||||
| 2026-04-28 | 13F | Hillcrest Wealth Advisors - NY, LLC | 83,245 | 20.58 | 9,187 | 21.08 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 19,067 | 0.32 | 2,104 | 0.72 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 2,049 | -63.58 | 226 | -63.43 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 451,433 | 2.04 | 49,820 | 2.46 | ||||
| 2026-05-08 | 13F | Middleton & Co Inc/ma | 3,484 | 0.00 | 384 | 0.52 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 15,922 | -15.18 | 1,757 | -14.83 | ||||
| 2026-04-13 | 13F | Spring Capital Management, Llc | 14,686 | 0.00 | 1,621 | 0.37 | ||||
| 2026-05-12 | 13F | Klingenstein Fields & Co Lp | 6,814 | -0.67 | 752 | -0.27 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 114,441 | 0.73 | 12,630 | 1.14 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 9,280 | 13.38 | 1,024 | 13.90 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 29,523 | 8.01 | 3,258 | 8.46 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 7 | 0.00 | 1 | |||||
| 2026-04-28 | 13F | Interactive Financial Advisors | 6,926 | 4.76 | 764 | 5.23 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 240,027 | -1.36 | 26,381 | 97,607.41 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 2,827 | 312 | ||||||
| 2026-05-26 | 13F | Peak Planning Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 736,210 | 5.85 | 81,248 | 6.28 | ||||
| 2026-02-17 | 13F | SIH Partners, LLLP | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Tandemgrowth Financial Advisors Llc | 24,966 | -1.53 | 2,755 | -1.11 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 10 | 0.00 | 1 | 0.00 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 89,037 | 4.54 | 9,826 | 4.97 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 7,382 | -3.06 | 815 | -2.63 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 13,219 | -17.84 | 1,459 | -17.53 | ||||
| 2026-05-14 | 13F | Mason Investment Advisory Services, Inc. | 3,266 | 0.31 | 360 | 0.84 | ||||
| 2026-04-30 | 13F | William Howard & Co Financial Advisors Inc | 13,410 | 0.00 | 1,480 | 0.41 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 297,884 | 3.76 | 32,874 | 4.19 | ||||
| 2026-02-06 | 13F | Forefront Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | Sound Stewardship, LLC | 58,548 | 4.58 | 6,461 | 5.01 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 4,098 | 0.00 | 452 | 0.44 | ||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 13,270 | 43.01 | 1,464 | 43.67 | ||||
| 2026-04-07 | 13F | Sage Capital Advisors,llc | 46,338 | -0.02 | 5,114 | 0.39 | ||||
| 2026-05-04 | 13F | Wealth Forward, LLC | 93,131 | 0.48 | 10,278 | 0.88 | ||||
| 2026-05-05 | 13F | PFG Advisors | 5,058 | -12.79 | 558 | -12.40 | ||||
| 2026-04-20 | 13F | Auour Investments LLC | 4,072 | 2.34 | 449 | 2.75 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 23 | 53.33 | 3 | 100.00 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 37,032 | 13.73 | 4,087 | 14.20 | ||||
| 2026-05-11 | 13F | Thompson Siegel & Walmsley Llc | 3,149 | 0.00 | 0 | |||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 1,393 | 53.41 | 154 | 54.55 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 10,375 | -6.15 | 1,145 | -5.84 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 11,809 | 5.84 | 1,303 | 6.28 | ||||
| 2026-04-14 | 13F | Sterling Investment Advisors Llc /adv | 63,188 | 3.48 | 6,974 | 3.90 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 2,319 | -8.92 | 256 | -8.60 | ||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 88,228 | 21.70 | 9,737 | 22.19 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 2,308 | -0.22 | 255 | 0.00 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 5,479 | 0.00 | 609 | 1.16 | ||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 8,279 | -3.84 | 914 | -3.49 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 358 | -9.60 | 0 | |||||
| 2026-05-11 | 13F | Marin Bay Wealth Advisors, LLC | 12,525 | 13 | ||||||
| 2026-05-04 | 13F | Sigma Planning Corp | 32,868 | 5.51 | 3,627 | 5.96 | ||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | 17,179 | 0.00 | 1,896 | 0.37 | ||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 12,120 | 0.51 | 1,338 | 0.91 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 1,828 | -96.30 | 202 | -96.30 | ||||
| 2026-04-09 | 13F | Wealth Quarterback LLC | 2,673 | -8.80 | 295 | -8.70 | ||||
| 2026-04-14 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2026-04-09 | 13F | Yanni & Associates Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 1,649 | 2.04 | 182 | 2.26 | ||||
| 2026-05-04 | 13F/A | Ghe, Llc | 3,364 | 0.00 | 371 | 0.54 | ||||
| 2026-05-08 | 13F | Wealthedge Investment Advisors, Llc | 19,832 | 17.36 | 2,189 | 17.82 | ||||
| 2026-04-13 | 13F | Fortress Wealth Group, LLC | 3,875 | 429 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 2,463 | 0.78 | 272 | 1.12 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 1,896 | 0.00 | 209 | 0.48 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Sentinus, LLC | 37,330 | 9.45 | 4,120 | 9.90 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 2,149 | 0.00 | 237 | 0.42 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 15,448 | 170.07 | 1,717 | 173.25 | ||||
| 2026-05-04 | 13F | Wellington Shields & Co., LLC | 7,067 | 0.00 | 780 | 0.39 | ||||
| 2026-05-05 | 13F | CPA Asset Management LLC | 14,657 | 0.00 | 1,618 | 0.43 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 2,651 | 2.75 | 291 | 1.75 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 3,258 | -6.06 | 360 | -5.77 | ||||
| 2026-04-23 | 13F | Financial & Tax Architects, LLC | 38,141 | -11.53 | 4,209 | -11.17 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 4,766 | 8.99 | 526 | 9.58 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 157,504 | 17,382 | ||||||
| 2026-04-15 | 13F | RCW Management, LLC | 19,175 | 3.27 | 2,116 | 3.73 | ||||
| 2026-04-24 | 13F | 4Thought Financial Group Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | WESPAC Advisors, LLC | 9,268 | 277.21 | 1,023 | 278.52 | ||||
| 2026-05-14 | 13F | Proficio Capital Partners LLC | 2,310 | 0.00 | 255 | 0.40 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 30,633 | 13.28 | 3,381 | 13.73 | ||||
| 2026-04-15 | 13F | Compagnie Lombard Odier SCmA | 10,990 | 0.00 | 1,213 | 0.41 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 5,937 | -13.38 | 653 | -14.44 | ||||
| 2026-04-21 | 13F | Colony Family Offices, LLC | 2,421 | 8.42 | 267 | 8.98 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 21,522 | -20.68 | 2,399 | -19.55 | ||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 100 | 0.00 | 11 | 10.00 | ||||
| 2026-04-06 | 13F | Old Port Advisors | 2,131 | -7.51 | 235 | -7.11 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 521 | 159.20 | 58 | 159.09 | ||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 2,889 | 0.00 | 319 | 0.32 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 740 | -4.52 | 82 | -4.71 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 328 | 0.00 | 36 | 0.00 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 84 | 0.00 | 9 | 0.00 | ||||
| 2026-04-17 | 13F | Gibson Capital, LLC | 5,840 | 13.02 | 644 | 13.58 | ||||
| 2026-05-15 | 13F | 10Elms LLP | 4,663 | 14.82 | 515 | 15.25 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 123,114 | -31.50 | 12,634 | -36.15 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 473,810 | 4.21 | 52,290 | 4.64 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 665,645 | -0.35 | 73,454 | 0.05 | ||||
| 2026-05-15 | 13F | Fmr Llc | 4,392,983 | -21.20 | 484,810 | -20.88 | ||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 287 | 0.00 | 32 | 0.00 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 2,740 | 302 | ||||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 134,085 | -6.55 | 14,798 | -6.16 | ||||
| 2026-04-17 | 13F | Mezzasalma Advisors, LLC | 4,754 | -89.76 | 525 | -89.72 | ||||
| 2026-05-04 | 13F | Prudent Man Investment Management, Inc. | 13 | 0.00 | 1 | 0.00 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 2,516 | 0.00 | 278 | 0.36 | ||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 4,569 | 0.42 | 504 | 0.80 | ||||
| 2026-04-17 | 13F | Viewpoint Capital Management LLC | 1,550 | -16.22 | 171 | -15.76 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 1 | 0.00 | 0 | |||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 15,266 | 5.84 | 1,685 | 6.25 | ||||
| 2026-05-12 | 13F | Axos Invest Inc. | 53,027 | -0.56 | 5,852 | -0.14 | ||||
| 2026-05-15 | 13F | Evelyn Partners Asset Management Ltd | 3,882 | 0.00 | 428 | 0.47 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 49,611 | 225.81 | 5,475 | 227.26 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 19 | 0.00 | 2 | 0.00 | ||||
| 2026-05-04 | 13F | Summit Wealth Group, LLC | 5,185 | -6.46 | 572 | -6.08 | ||||
| 2026-04-15 | 13F | Independence Financial Advisors, LLC | 121,374 | 2.32 | 13,395 | 2.74 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 7,723 | 0.16 | 852 | 0.59 | ||||
| 2025-12-08 | 13F | NWF Advisory Services Inc. | 12,309 | -42.65 | 1,323 | -40.57 | ||||
| 2026-05-04 | 13F | Arrow Investment Advisors, LLC | 11,631 | 0.00 | 1,284 | 0.39 | ||||
| 2026-05-12 | 13F | Mitsubishi UFJ Trust & Banking Corp | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Valued Retirements, Inc. | 2,701 | -2.17 | 298 | -1.65 | ||||
| 2026-05-14 | 13F | Cedrus Wealth Group LLC | 7,400 | 2.35 | 817 | 2.77 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 6,409 | -5.85 | 704 | -7.00 | ||||
| 2026-04-27 | 13F | Charter Capital Management, LLC\DE | 6,148 | 1.49 | 678 | 1.95 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 309,639 | -40.43 | 34,178 | -40.18 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 270,514 | 5.52 | 29,854 | 5.95 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 5,000 | 0.00 | 552 | 0.36 | ||||
| 2026-05-07 | 13F | ESL Trust Services, LLC | 150 | 0.00 | 17 | 0.00 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 2,045 | 226 | ||||||
| 2026-04-28 | 13F | Hardy Reed LLC | 4,272 | 0.00 | 471 | 0.43 | ||||
| 2026-05-08 | 13F | Wilkerson Advisory Group LLC | 19 | 0.00 | 2 | 0.00 | ||||
| 2026-02-02 | 13F | Vawter Financial, Ltd. | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 144 | 0.00 | 16 | 0.00 | ||||
| 2026-05-01 | 13F | Climber Capital SA | 15,770 | -31.60 | 1,739 | -31.30 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 2,199 | -21.99 | 243 | -21.68 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 4,711 | 0.00 | 520 | 0.39 | ||||
| 2026-05-15 | 13F | Headinvest, Llc | 2,019 | -30.31 | 223 | -30.19 | ||||
| 2026-02-13 | 13F | Cape Cod Five Cents Savings Bank | 2,221 | 0.00 | 245 | 0.00 | ||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 14,979 | 2.15 | 1,653 | 2.61 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 24,329,782 | 18.11 | 2,685,035 | 18.59 | ||||
| 2026-04-03 | 13F | Coastline Trust Co | 2,955 | 5.16 | 326 | 5.84 | ||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 31,866 | 1.29 | 3,517 | 1.71 | ||||
| 2026-01-20 | 13F | Tritonpoint Wealth, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 16,022 | 1,768 | ||||||
| 2026-04-17 | 13F | Certified Advisory Corp | 1,943 | 214 | ||||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 2,370 | -2.03 | 262 | -1.51 | ||||
| 2026-05-01 | 13F | Welch & Forbes Llc | 49,047 | 2.92 | 5,413 | 3.34 | ||||
| 2026-02-10 | 13F | Garde Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | School Employees Retirement Board Of Ohio | 89,915 | 9,923 | ||||||
| 2026-01-28 | 13F | WMG Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-12-16 | 13F | Emergent Wealth Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 3,729 | 2.59 | 412 | 3.01 | ||||
| 2026-05-14 | 13F | Bank of Marin | 10,218 | 4.89 | 1,128 | 5.33 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 11,030 | 23.41 | 1,217 | 23.93 | ||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 13,225 | -17.16 | 1,460 | -16.82 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 609,035 | -4.12 | 67,213 | -3.72 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 10,853 | 1,198 | ||||||
| 2026-04-22 | 13F | James Hambro & Partners | 7,985 | 881 | ||||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 25 | 0.00 | ||||||
| 2026-04-09 | 13F | Camelot Technology Advisors, Inc. | 3,885 | 76.43 | 429 | 77.59 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 522 | 374.55 | 58 | 0.00 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 1,379 | 0.22 | 152 | 0.66 | ||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 4,007 | 0.00 | 442 | 0.45 | ||||
| 2026-05-13 | 13F | Martin & Co Inc /tn/ | 654,205 | 3.06 | 72,198 | 3.49 | ||||
| 2026-05-28 | 13F | Blue Fin Capital, Inc. | 15,607 | 3.92 | 1,722 | 4.36 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 6,919 | 23.73 | 764 | 24.27 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 3,899 | 18.69 | 430 | |||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 49,857 | -2.33 | 5,491 | -3.29 | ||||
| 2026-01-23 | 13F | Transcend Wealth Collective, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-15 | 13F | Mustico Financial Group, Inc. | 90,807 | 52.66 | 11,496 | 75.46 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 7,322 | -19.36 | 808 | -18.96 | ||||
| 2026-05-11 | 13F | WealthTrust Axiom LLC | 6,500 | 0.00 | 717 | 0.42 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 427,438 | 5.61 | 47,172 | 6.05 | ||||
| 2026-05-11 | 13F | Ogorek Anthony Joseph /ny/ /adv | 14 | 0.00 | 0 | |||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 3,397 | 0.00 | 375 | 0.27 | ||||
| 2026-05-01 | 13F | Eq Wealth Advisors, Llc | 3,895 | -2.72 | 430 | -2.50 | ||||
| 2026-02-13 | 13F | Beacon Financial Advisory LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 10,241 | 15.18 | 1,130 | 15.66 | ||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 26,771 | -7.81 | 2,954 | -7.43 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 8,099 | 0.53 | 894 | 0.90 | ||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 717 | 0.00 | 79 | 1.28 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 46,413 | -0.36 | 5,122 | 0.06 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 2,652,184 | 1.22 | 292,695 | 1.64 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 2,364 | 0.00 | 261 | 0.39 | ||||
| 2026-05-06 | 13F | Florin Court Capital LLP | 8,000 | 0.00 | 883 | 0.34 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 455,864 | -3.71 | 50,309 | -3.32 | ||||
| 2026-05-13 | 13F | Edmond De Rothschild Holding S.a. | 1,712 | 0.00 | 189 | 0.00 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 2,244 | 10.22 | 248 | 10.76 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 6,261 | 691 | ||||||
| 2026-02-11 | 13F | Rise Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 1,218 | -74.55 | 134 | -74.48 | ||||
| 2026-04-30 | 13F | DMG Group, LLC | 4,812 | -23.35 | 531 | -23.04 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 5,765 | 0.00 | 636 | 0.47 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 2,009 | 0.00 | 222 | 0.45 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 2,090 | 231 | ||||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 2,337 | -0.21 | 258 | 0.00 | ||||
| 2026-05-01 | 13F | Rakuten Securities, Inc. | 11 | 0.00 | 1 | 0.00 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 233 | 26 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 18,180 | 1,658.22 | 2,006 | 1,675.22 | ||||
| 2026-04-14 | 13F | USA Financial Portformulas Corp | 12 | 1 | ||||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 16,318 | -2.63 | 1,801 | -2.23 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 151 | 0.00 | 17 | 0.00 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 9,355 | -5.53 | 1,032 | -5.15 | ||||
| 2026-04-29 | 13F | Great Hill Capital LLC | 6,067 | 95.71 | 670 | 96.76 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Curran Financial Partners, LLC | 1,892 | 0.11 | 209 | 0.48 | ||||
| 2026-02-03 | 13F | Van Strum & Towne Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | Corepath Wealth Partners Llc | 4,694 | 0.00 | 521 | 0.58 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 803 | 0.00 | 89 | 0.00 | ||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 2,624 | -17.97 | 290 | -17.66 | ||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Avos Capital Management, LLC | 5,975 | -51.58 | 659 | -51.40 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 53,340 | -0.49 | 5,887 | -0.08 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 13,288 | -7.56 | 1,466 | -7.16 | ||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 56 | 0.00 | 6 | 0.00 | ||||
| 2026-04-23 | 13F | PayPay Securities Corp | 8 | -27.27 | 1 | -100.00 | ||||
| 2026-05-04 | 13F | WJ Financial Advisors LLC | 2,157 | 0.00 | 238 | 0.42 | ||||
| 2026-05-11 | 13F | Biltmore Family Office, LLC | 490 | 0.00 | 54 | 1.89 | ||||
| 2026-05-06 | 13F | Pekin Hardy Strauss, Inc. | 3,508 | 4.47 | 387 | 4.88 | ||||
| 2026-04-07 | 13F | Eastern Bank | 354 | -16.11 | 39 | -15.22 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 25 | 3 | ||||||
| 2026-04-23 | 13F | SMART Wealth LLC | 9,534 | 1,052 | ||||||
| 2026-05-13 | 13F | United Services Automobile Association | 33,485 | 24.22 | 3,695 | 24.75 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 1,606 | -0.12 | 177 | 0.57 | ||||
| 2026-05-06 | 13F | Cornerstone Financial Group, LLC /NE/ | 35,864 | 3.62 | 3,993 | 4.97 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1,402,159 | 11.26 | 154,742 | 11.71 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 17 | 2 | ||||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 4,699 | -8.51 | 516 | -9.63 | ||||
| 2026-05-14 | 13F | Mission Creek Capital Partners, Inc. | 3,340 | -25.26 | 369 | -25.05 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 140,209 | 3.12 | 15,473 | 3.55 | ||||
| 2026-04-20 | 13F | William B. Walkup & Associates, Inc. | 244 | 0.00 | 27 | 3.85 | ||||
| 2026-04-22 | 13F | Viewpoint Investment Partners Corp | 277,560 | -26.80 | 22,422 | -46.20 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 17,981 | 10.88 | 1,984 | 11.34 | ||||
| 2026-04-24 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 3,568 | 15.28 | 394 | 15.59 | ||||
| 2026-04-14 | 13F | Palisade Asset Management, LLC | 8,106 | 0.00 | 895 | 0.45 | ||||
| 2026-05-01 | 13F | New Republic Capital, LLC | 10 | 0.00 | 1 | 0.00 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 40,338 | 11.41 | ||||||
| 2026-01-08 | 13F | Grove Bank & Trust | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 79,120 | 677.59 | 8,696 | 677.82 |
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