1LNT - Alliant Energy Corporation Ações - Preço das Ações, Propriedade Institucional, Acionistas (BIT)

Alliant Energy Corporation
IT ˙ BIT ˙ US0188021085
ESTE SÍMBOLO NÃO ESTÁ MAIS ATIVO
€ 59,00 ↑0.50 (0.85%)
2025-11-20
PREÇO DA AÇÃO
Estatísticas Básicas
Proprietários Institucionais 1015 total, 1006 long only, 4 short only, 5 long/short - change of -17.76% MRQ
Alocação Média no Portfólio 0.1961 % - change of -12.72% MRQ
Ações Institucionais (Longas) 242,505,106 (ex 13D/G) - change of -14.95MM shares -5.18% MRQ
Valor Institucional (Longa) $ 14,704,116 USD ($1000)
Propriedade Institucional e Acionistas

Alliant Energy Corporation (IT:1LNT) tem 1015 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 242,774,060 ações. Os maiores acionistas incluem Vanguard Group Inc, BlackRock, Inc., State Street Corp, Janus Henderson Group Plc, Victory Capital Management Inc, Price T Rowe Associates Inc /md/, Nuveen, LLC, Massachusetts Financial Services Co /ma/, Geode Capital Management, Llc, and Invesco Ltd. .

Alliant Energy Corporation (BIT:1LNT) 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%.

The share price as of November 20, 2025 is 59.00 / share. Previously, on April 28, 2025, the share price was 54.00 / share. This represents an increase of 9.26% over that period.

IT:1LNT / Alliant Energy Corporation 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

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Arquivamentos 13F e NPORT

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

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Data do Arquivo Fonte Investidor Tipo Preço Médio
(Est)		 Ações Δ Ações
(%)		 Valor
Reportado
(US$1000)		 Δ Valor
(%)		 Aloc. de Portf.
(%)
2026-01-15 13F Royal Fund Management, LLC 4,444 0.00 289 -3.68
2025-09-26 NP FLRAX - Nuveen Large Cap Select Fund Class A This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,671 0.00 434 6.39
2025-09-29 NP XTR - Global X S&P 500 Tail Risk ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9 0.00 1
2026-02-05 13F Elyxium Wealth, LLC 105 7
2026-02-17 13F Fmr Llc 2,312,362 63.31 150,327 57.50
2026-02-12 13F Cibc World Markets Corp 35,756 10.62 2,324 18.94
2026-01-23 13F Stonehaven Wealth & Tax Solutions, Llc 3,110 202
2026-02-17 13F Cape Investment Advisory, Inc. 15 1
2026-02-13 13F Walleye Capital LLC 5,628 366
2026-02-13 13F Dynamic Technology Lab Private Ltd 25,625 1,666
2026-02-12 13F IFC & Insurance Marketing, Inc. 310 0
2026-02-13 13F Walleye Capital LLC Put 2,800 182
2025-09-26 NP ETLGX - E*TRADE No Fee Large Cap Index Fund 125 346.43 8 700.00
2026-02-05 13F Avantax Planning Partners, Inc. 28,148 10.12 1,830 6.15
2026-02-17 13F Russell Investments Group, Ltd. 437,740 -5.05 28,457 -8.42
2026-02-13 13F Sterling Capital Management LLC 15,228 -4.11 990 -7.57
2025-09-29 NP PWS - Pacer WealthShield ETF 1,040 18.18 68 31.37
2026-01-16 13F Tema Etfs Llc 2,184 142
2026-01-30 13F Jennison Associates Llc 1,805,214 92.46 117,357 85.61
2026-02-05 13F Everstar Asset Management, LLC 15,898 9.66 1,034 5.73
2026-02-13 13F Sei Investments Co 245,652 26.01 15,970 21.53
2026-02-09 13F White Pine Capital Llc 10,889 -0.37 708 -3.94
2026-02-13 13F Ausdal Financial Partners, Inc. 4,396 -10.05 286 -13.37
2026-02-17 13F Elequin Capital Lp 220 14
2025-09-25 NP TAAAX - Thrivent Aggressive Allocation Fund Class A 18,886 -16.16 1,228 -10.76
2026-02-23 13F Mv Capital Management, Inc. 334 0.60 22 5.00
2026-02-13 13F Umb Bank N A/mo 16,046 16.60 1,043 12.51
2026-02-17 13F Equitable Holdings, Inc. 5,841 30.41 380 25.91
2026-02-04 13F Clark Wealth Partners 16 0.00 1 0.00
2026-02-12 13F New York State Common Retirement Fund 106,836 0.00 6,945 -3.56
2026-02-04 13F Pensionmark Financial Group, Llc 4,522 -0.09 283 -7.21
2026-02-12 13F Opus Investment Management Inc 32,678 0.00 2,124 -3.54
2026-02-04 13F Tsfg, Llc 594 0.00 0
2025-11-14 13F AXA Investment Managers S.A. 79 5
2025-09-29 NP CFMCX - Column Mid Cap Fund 3,831 0.00 249 4.62
2026-01-28 13F United Asset Strategies, Inc. 78,449 2.32 5,100 -1.34
2026-02-13 13F Baird Financial Group, Inc. 24,192 -0.67 1,573 -4.20
2026-02-11 13F Hughes Financial Services, LLC 420 0.96 27 0.00
2026-02-06 13F Resona Asset Management Co.,Ltd. 94,780 -0.35 6,168 -3.69
2025-09-25 NP WMLIX - Wilmington Large-Cap Strategy Fund Class I Shares 2,600 0.00 169 6.96
2026-01-22 13F Financial Consulate, Inc 32 2
2026-02-02 13F CX Institutional 2,982 17.87 0
2026-02-17 13F Credit Agricole S A 88,511 819.59 5,754 787.96
2026-02-17 13F Dean Investment Associates, Llc 66,671 -4.44 4,334 -7.85
2026-01-21 13F Raleigh Capital Management Inc. 173 -16.43 11 -15.38
2026-02-13 13F First Trust Advisors Lp 1,496,083 -1.70 97,260 -5.20
2026-02-11 13F Zions Bancorporation, National Association /ut/ 98 0.00 6 0.00
2026-02-11 13F Meeder Advisory Services, Inc. 14,394 936
2026-01-07 13F Harbor Investment Advisory, Llc 20 -93.01 1 -94.74
2026-01-08 13F Sanders Morris Harris Llc 0 -100.00 0
2025-11-03 13F Hutchens & Kramer Investment Management Group, LLC 0 -100.00 0
2026-01-27 13F GHP Investment Advisors, Inc. 289 0.00 19 -5.26
2026-02-09 13F Hartland & Co., LLC 1,223 12.72 80 8.22
2025-09-25 NP DVY - iShares Select Dividend ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,160,649 -0.93 205,474 5.52
2025-09-29 NP CRQSX - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 31,800 -24.64 2,067 -19.73
2026-01-16 13F Hopwood Financial Services, Inc. 0 -100.00 0 -100.00
2025-09-25 NP ILCB - iShares Morningstar Large-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,960 1.22 322 7.69
2026-02-13 13F Delos Wealth Advisors, LLC 67,812 1.76 4,408 -1.87
2026-02-13 13F Verition Fund Management LLC 118,530 -81.60 7,706 -82.26
2026-01-20 13F Trust Co Of Toledo Na /oh/ 1,200 0.00 78 -2.50
2026-02-12 13F UniSuper Management Pty Ltd 35,193 -10.78 2,288 -13.99
2026-02-10 13F Kentucky Retirement Systems 16,126 0.00 1,048 -3.59
2026-02-17 13F Ancora Advisors, LLC 613 513.00 40 550.00
2026-01-07 13F VERITY Wealth Advisors 16,443 0.00 1,069 -3.61
2026-02-02 13F LMG Wealth Partners, LLC 28,666 -2.47 1,864 -5.96
2026-02-05 13F Cambridge Investment Research Advisors, Inc. 95,879 4.52 6 0.00
2026-02-13 13F Schroder Investment Management Group 340,788 -1.06 22,155 -4.58
2026-01-15 13F Nikulski Financial, Inc. 7,819 508
2025-11-14 13F Qube Research & Technologies Ltd 0 -100.00 0
2025-09-26 NP FZROX - Fidelity ZERO Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 120,197 2.49 7,814 9.16
2025-09-24 NP PPSFX - LargeCap Value Fund III R-3 4,652 -25.78 302 -20.94
2025-09-17 NP NMFAX - Nationwide Dynamic U.S. Growth Fund Class A 6,949 10.90 452 18.06
2025-09-26 NP EMLP - First Trust North American Energy Infrastructure Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 544,241 1.04 35,381 7.62
2026-02-13 13F Caitong International Asset Management Co., Ltd 634 235.45 41 241.67
2026-02-17 13F Freestone Grove Partners LP 160,286 0.00 10,420 -3.55
2025-10-30 13F Twin Peaks Wealth Advisors, LLC 0 -100.00 0
2025-11-13 13F Hsbc Holdings Plc 386,715 -5.70 26,051 5.17
2026-01-28 13F Cranbrook Wealth Management, LLC 188 0.00 12 0.00
2025-11-06 13F MQS Management LLC 0 -100.00 0 -100.00
2026-02-13 13F Ubs Oconnor Llc 0 -100.00 0
2026-02-19 13F CI Private Wealth, LLC 38,602 10.44 2,453 4.12
2025-10-27 13F First Horizon Corp 0 -100.00 0
2026-01-26 13F AE Wealth Management LLC 21,815 15.64 1,418 11.57
2026-02-11 13F LPL Financial LLC 794,730 0.06 51,665 -3.50
2026-02-12 13F Xponance, Inc. 44,682 4.73 2,905 1.01
2026-01-23 13F Altfest L J & Co Inc 10,037 -19.86 653 -22.75
2026-02-10 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 556,037 -0.34 36,148 -3.89
2026-02-17 13F Greenland Capital Management LP 168,953 -12.53 10,984 -15.65
2026-02-13 13F Virtus ETF Advisers LLC 9,114 0.00 593 -3.58
2026-02-10 13F Argent Trust Co 6,162 -6.08 401 -9.50
2026-01-21 13F Flagship Harbor Advisors, Llc 354 23
2026-01-26 13F Chicago Capital, LLC 14,379 0.00 935 -3.61
2026-02-17 13F Energy Income Partners, LLC 802,252 4.15 52,154 0.45
2026-02-17 13F Schonfeld Strategic Advisors LLC 12,360 804
2025-10-07 13F GFG Capital, LLC 0 -100.00 0
2026-01-20 13F Hanson & Doremus Investment Management 9,875 -0.76 1
2026-02-13 13F Cornerstone Financial Management LLC 26 2
2025-09-24 NP Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 0 -100.00 0 -100.00
2026-02-13 13F Pathstone Holdings, LLC 40,395 29.86 2,626 25.29
2026-02-17 13F State Of Wisconsin Investment Board 250,692 3.60 16,297 -0.09
2026-02-13 13F Dockside LLC 32,318 2,101
2025-09-24 NP NLSAX - Neuberger Berman Long Short Fund Class A 284,815 -24.07 18,516 -19.13
2025-09-26 NP FLCPX - Fidelity SAI U.S. Large Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 67,247 -12.57 4,372 -6.88
2026-02-17 13F Jones Financial Companies Lllp 107,052 12.22 6,959 10.25
2026-01-21 13F Jacobson & Schmitt Advisors, Llc 0 -100.00 0
2026-01-07 13F New England Research & Management, Inc. 0 -100.00 0
2026-02-10 13F Weaver Consulting Group 6,039 393
2026-02-13 13F American Century Companies Inc 65,622 14.61 4,266 10.55
2025-11-14 13F WealthTrak Capital Management LLC 0 -100.00 0
2026-01-08 13F Legacy Private Trust Co. 5,570 -2.62 362 -5.97
2026-02-10 13F Core Wealth Advisors, Llc 16 1
2026-02-03 13F Fsb Premier Wealth Management, Inc. 4,577 0.00 298 -3.57
2026-02-13 13F Dai-Ichi Life Insurance Company, Ltd 13,996 -33.34 910 -35.76
2026-01-29 13F Dunhill Financial, LLC 23 15.00 2 0.00
2026-01-14 13F ORG Partners LLC 68 1.49 4 0.00
2026-02-13 13F Ostrum Asset Management 808 -24.91 53 -27.78
2025-11-12 13F Buckingham Strategic Partners 0 -100.00 0 -100.00
2026-02-06 13F Kimelman & Baird, LLC 600 0.00 39 -2.50
2025-09-26 NP FSMDX - Fidelity Mid Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 910,777 6.22 59,210 13.13
2025-09-29 NP SPUU - Direxion Daily S&P 500(R) Bull 2X Shares 804 25.04 52 33.33
2025-09-25 NP DGRO - iShares Core Dividend Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 638,035 6.73 41,479 13.67
2026-01-06 13F Ransom Advisory, Ltd 1,203 0.00 78 -3.70
2026-01-15 13F Three Seasons Wealth, LLC 4,834 0.00 314 -3.38
2026-02-17 13F Creative Planning 149,756 33.07 9,736 28.33
2026-02-05 13F Atria Investments Llc 43,666 3.01 2,839 -0.67
2026-01-28 13F Edge Financial Advisors LLC 3,104 0.00 202 -3.83
2025-09-24 NP TNXAX - 1290 DoubleLine Dynamic Allocation Fund Class A 906 -0.88 59 7.41
2026-02-17 13F Clear Street Markets Llc 1,457 228.89 95 224.14
2025-09-25 NP SMDVX - Hartford Schroders US MidCap Opportunities Fund Class A 199,900 0.00 12,995 6.51
2026-02-17 13F California State Teachers Retirement System 304,707 -1.54 19,809 -5.05
2026-02-17 13F Janus Henderson Group Plc 11,134,938 2.05 723,882 -1.58
2025-09-29 NP SPXL - Direxion Daily S&P 500(R) Bull 3X Shares 17,822 16.29 1,159 23.85
2025-09-25 NP ILCV - iShares Morningstar Large-Cap Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10,378 -2.54 675 3.85
2026-02-10 13F Heritage Trust Co 0 -100.00 0
2026-02-09 13F Huntington National Bank 9,012 0.39 586 -3.31
2025-11-13 13F Arrowstreet Capital, Limited Partnership 0 -100.00 0
2025-09-29 NP XYLD - Global X S&P 500 Covered Call ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 15,689 -11.96 1,020 -6.26
2026-02-13 13F Seneschal Advisors, LLC 6 50.00 0
2026-01-16 13F Standard Life Aberdeen plc 86,551 0.52 5,627 -3.05
2026-01-29 13F Comerica Bank 49,531 -4.83 3,220 -8.21
2025-11-14 13F Mbb Public Markets I Llc 0 -100.00 0 -100.00
2026-02-10 13F Td Asset Management Inc 110,407 -0.32 7,178 -3.87
2026-01-20 13F American National Bank 60 0.00 4 -25.00
2026-02-13 13F Quarry LP 126 -41.40 8 -42.86
2026-02-12 13F Wedbush Securities Inc 8,036 8.33 1
2026-02-17 13F D L Carlson Investment Group Inc 4,301 0.00 280 -3.46
2026-02-17 13F Westwood Holdings Group Inc 144,295 0.55 9,381 -3.04
2025-09-24 NP MTUM - iShares Edge MSCI USA Momentum Factor ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 271,307 5.65 17,638 12.52
2025-09-24 NP ACWI - iShares MSCI ACWI ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 71,476 -2.32 4,647 4.03
2025-09-02 NP EIPIX - EIP Growth and Income Fund Class I 16,690 0.00 1,085 6.58
2025-09-26 NP Templeton Global Income Fund Short -627 -41
2026-02-09 13F Harbour Investments, Inc. 154,850 89.04 10,067 82.32
2026-01-22 13F Pinnacle Bancorp, Inc. 98 0.00 6 0.00
2025-09-26 NP PFM - Invesco Dividend Achievers ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,390 -0.93 480 5.49
2026-02-10 13F Mutual Of America Capital Management Llc 27,596 -0.91 1,794 -4.42
2026-02-17 13F Citadel Advisors Llc Put 0 -100.00 0
2026-02-12 13F Founders Financial Alliance, LLC 0 -100.00 0
2026-02-10 13F DT Investment Partners, LLC 1,636 0.00 106 -3.64
2026-02-11 13F Tiaa Trust, National Association 9,306 -8.95 605 -12.21
2026-02-13 13F Citigroup Inc 432,007 49.39 28,085 44.06
2026-02-13 13F MAI Capital Management 1,764 223.08 115 216.67
2025-11-14 13F Point72 Europe (London) LLP 3,927 265
2026-02-13 13F Resources Investment Advisors, LLC. 6,345 -3.07 412 -6.58
2026-02-17 13F Price T Rowe Associates Inc /md/ 8,393,496 799.26 546 779.03
2025-09-26 NP UTPIX - Utilities Ultrasector Profund Investor Class 2,288 37.50 149 46.53
2026-02-03 13F Sigma Investment Counselors Inc 3,580 0.00 233 -3.73
2026-02-06 13F Tortoise Investment Management, LLC 0 -100.00 0 -100.00
2025-09-25 NP TMCVX - Thrivent Mid Cap Value Fund Class S 5,505 -10.49 358 -4.80
2025-09-26 NP LVPIX - Large-cap Value Profund Investor Class 47 -96.68 3 -96.51
2025-09-23 NP EPLIX - MainStay Epoch U.S. Equity Yield Fund Investor Class 110,995 -0.85 7,216 5.59
2025-09-24 NP SWPPX - Schwab S&P 500 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 571,909 0.00 37,180 6.50
2026-02-11 13F Gwn Securities Inc. 56,732 5.74 3,688 1.68
2026-02-13 13F Chevy Chase Trust Holdings, Inc. 131,573 -0.21 8,554 -3.76
2026-01-23 13F Patton Fund Management, Inc. 3,459 -4.61 225 -8.20
2026-02-13 13F Victory Capital Management Inc 8,578,743 -5.96 557,704 -9.31
2025-09-25 NP JFLI - JPMorgan Flexible Income ETF 258 17
2026-02-12 13F APG Asset Management N.V. 129,707 -52.96 7,180 -54.61
2026-02-13 13F Centiva Capital, LP 6,189 402
2025-09-25 NP AALGX - Thrivent Global Stock Fund Class A 5,466 -53.43 355 -50.42
2025-09-26 NP John Hancock Tax-advantaged Dividend Income Fund 320,000 0.00 20,803 6.51
2026-02-17 13F Raymond James Financial Inc 269,635 1.05 17,529 -2.55
2026-01-12 13F CVA Family Office, LLC 153 -6.13 10 -10.00
2026-02-12 13F BlackRock, Inc. 24,325,896 1.22 1,581,427 -2.38
2026-02-17 13F Laird Norton Trust Company, Llc 6,138 399
2026-01-23 13F Optima Capital Llc 9 1
2026-02-11 13F Sunrise Financial Services, LLC 42 3
2026-01-28 13F DekaBank Deutsche Girozentrale 52,190 0.00 3 -33.33
2026-02-17 13F Utah Retirement Systems 42,171 0.00 2,742 -3.55
2026-02-06 13F McKinley Carter Wealth Services, Inc. 4,020 0.00 261 -3.33
2026-02-13 13F Kayne Anderson Rudnick Investment Management Llc 4 300.00 0
2025-09-26 NP FLAPX - Fidelity Flex Mid Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,838 -48.11 380 -44.75
2026-02-12 13F Colonial Trust Co / SC 578 -83.14 38 -83.98
2025-09-26 NP ULPIX - Ultrabull Profund Investor Class 574 12.55 37 19.35
2026-01-21 13F Newbridge Financial Services Group, Inc. 767 0.79 50 -3.92
2026-02-02 13F New England Capital Financial Advisors LLC 1,486 0.00 97 -4.00
2026-02-09 13F Hantz Financial Services, Inc. 2,813 402.32 0
2026-02-10 13F Murphy & Mullick Capital Management Corp 1 0
2026-01-23 13F Bowman & Co S.C. 5,741 0.30 373 -3.12
2026-02-02 13F Oppenheimer & Co Inc 0 -100.00 0
2026-02-03 13F Farmers & Merchants Investments Inc 3,379 -13.05 220 -16.09
2026-02-17 13F GAM Holding AG 0 -100.00 0
2026-01-07 13F Everhart Financial Group, Inc. 4,180 272
2026-02-10 13F Foundations Investment Advisors, LLC 8,730 19.36 568 15.01
2026-02-17 13F FIL Ltd 2,941 13.12 191 9.14
2026-01-23 13F Rsm Us Wealth Management Llc 56,630 -2.21 3,705 -5.10
2026-01-15 13F Mn Services Vermogensbeheer B.V. 97,489 1.55 6 0.00
2025-09-25 NP JCTR - JPMorgan Carbon Transition U.S. Equity ETF 49 -83.04 3 -81.25
2026-01-13 13F Stephens Consulting, LLC 3 0
2026-01-16 13F Louisiana State Employees Retirement System 13,100 -2.96 852 -6.48
2026-01-28 13F Chicago Partners Investment Group LLC 4,369 1.11 292 -0.34
2026-01-26 13F Private Trust Co Na 4,340 0.44 282 -3.09
2026-02-11 13F Simplex Trading, Llc 140 -98.78 9
2026-02-11 13F Simplex Trading, Llc Call 3,400 36.00 221
2026-02-02 13F Cornerstone Planning Group LLC 45 309.09 3
2026-02-11 13F Simplex Trading, Llc Put 1,200 100.00 78
2026-01-23 13F Sumitomo Mitsui Trust Holdings, Inc. 602,064 -1.06 39,140 -4.59
2026-02-10 13F Westpac Banking Corp 20,610 39.81 1,340 34.84
2025-09-24 NP FXU - First Trust Utilities AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 672,589 71.14 43,725 82.27
2026-02-10 13F Natixis Advisors, L.p. 243,413 -0.61 16 -6.25
2026-02-12 13F Renaissance Technologies Llc 421,400 61.83 27,395 56.07
2026-02-17 13F Blair William & Co/il 18,108 3.25 1,177 -0.42
2025-10-28 13F BRYN MAWR TRUST Co 1,653 39.38 111 56.34
2025-09-24 NP FUTY - Fidelity MSCI Utilities Index ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 341,359 3.22 22,192 9.93
2026-02-17 13F Susquehanna Fundamental Investments, Llc 158,422 0.00 10,299 -3.56
2026-02-13 13F Kempen Capital Management N.v. 123,553 -3.86 8,032 -7.28
2026-01-16 13F Crewe Advisors LLC 27 0.00 2 0.00
2026-01-27 13F Retirement Income Solutions, Inc 6,502 0.00 423 -3.65
2026-02-05 13F Hills Bank & Trust Co 71,979 41.90 4,679 36.85
2025-09-25 NP DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 189,574 0.00 12,324 6.51
2026-02-13 13F Rhumbline Advisers 563,919 -3.24 36,660 -6.68
2025-11-13 13F GeoWealth Management, LLC 0 -100.00 0
2026-02-17 13F SageView Advisory Group, LLC 135 9
2025-11-14 13F Natixis 0 -100.00 0
2026-02-03 13F Ethic Inc. 18,895 -1.17 1,228 -4.66
2026-02-06 13F Pnc Financial Services Group, Inc. 49,388 0.50 3,211 -3.08
2026-02-17 13F Delta Global Management LP 0 -100.00 0
2026-02-13 13F Motiv8 Investments LLC 78 0
2026-02-09 13F Atlantic Trust, LLC 383 62.29 25 60.00
2026-02-10 13F/A Northwestern Mutual Wealth Management Co 39,472 2.63 2,566 -1.00
2026-02-13 13F Alerus Financial Na 93,578 3.95 6,084 0.25
2026-02-17 13F Nissay Asset Management Corp /japan/ /adv 33,387 1.67 2,170 -1.94
2026-02-12 13F Great Valley Advisor Group, Inc. 3,162 0.54 206 -3.30
2026-01-28 13F Arizona State Retirement System 70,502 -7.02 4,583 -10.33
2026-02-09 13F Guinness Asset Management LTD 1,718 44.49 112 41.77
2026-02-04 13F Ameritas Advisory Services, LLC 0 -100.00 0
2025-09-26 NP EIPX - FT Energy Income Partners Strategy ETF 15,596 -2.32 1,014 4.00
2026-01-12 13F Abound Wealth Management 55 3.77 4 0.00
2025-09-25 NP THMAX - Thrivent Moderate Allocation Fund Class A 2,806 -14.19 182 -8.54
2025-11-12 13F Creekmur Asset Management LLC 1,060 0.00 71 10.94
2026-02-02 13F Principal Financial Group Inc 939,609 -0.43 61,085 -3.97
2026-02-13 13F Headlands Technologies LLC 19,783 1,286
2026-02-10 13F Connor, Clark & Lunn Investment Management Ltd. 0 -100.00 0
2026-01-27 13F Zurcher Kantonalbank (Zurich Cantonalbank) 79,195 5,148
2026-02-05 13F Requisite Capital Management, LLC 0 -100.00 0
2025-11-14 13F Polymer Capital Management (US) LLC 0 -100.00 0
2026-01-30 13F New York State Teachers Retirement System 266,287 -0.98 17 -5.56
2026-02-09 13F New Age Alpha Advisors, LLC 354 -7.09 23 -8.00
2026-02-10 13F Private Wealth Asset Management, LLC 1,963 -2.29 128 -5.93
2026-02-13 13F National Bank Of Canada /fi/ 113,533 31.79 7,380 27.09
2025-09-25 NP DFUS - Dimensional U.S. Equity ETF 67,631 -3.68 4,397 2.57
2026-02-13 13F Financial Freedom, LLC 451 0.00 29 -3.33
2026-01-27 13F Asset Management One Co., Ltd. 158,077 -0.43 10,341 -3.38
2026-02-03 13F Koshinski Asset Management, Inc. 17,239 -1.68 1,121 -5.17
2026-02-11 13F First Command Advisory Services, Inc. 530 0.00 34 -2.86
2026-02-12 13F Callan Family Office, LLC 6,617 29.24 430 24.64
2026-01-09 13F Tactive Advisors, LLC 3,187 207
2026-02-06 13F Global Retirement Partners, LLC 2,703 -13.92 176 -17.06
2026-02-06 13F ProShare Advisors LLC 49,154 7.71 3,196 3.87
2026-02-03 13F Ballentine Partners, LLC 4,239 5.74 276 1.85
2026-02-11 13F Cypress Capital Group 5,553 0.00 361 -3.48
2025-09-26 NP FFEIX - Nuveen Dividend Value Fund Class A This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 753,138 -3.23 48,962 3.07
2026-02-10 13F Quantbot Technologies LP 16,187 1,930.99 1,052 1,884.91
2026-02-11 13F J.w. Cole Advisors, Inc. 50,124 11.34 3,170 4.48
2026-02-17 13F Prelude Capital Management, Llc 5,804 377
2026-02-04 13F Pacer Advisors, Inc. 0 -100.00 0 -100.00
2026-01-12 13F Roble, Belko & Company, Inc 833 0
2026-02-09 13F Quest Partners LLC 52,354 168.56 3,404 158.98
2026-02-17 13F Ameriflex Group, Inc. 113 -50.00 7 -53.33
2025-09-25 NP AABFX - Thrivent Balanced Income Plus Fund Class A 1,690 -64.85 110 -62.80
2026-02-12 13F Jane Street Group, Llc Call 35,200 259.18 2,288 246.67
2026-02-12 13F Jane Street Group, Llc 93,466 216.06 6,076 204.87
2026-01-13 13F CoreCap Advisors, LLC 900 2.04 58 -1.69
2026-02-27 13F Strategic Investment Solutions, Inc. /IL 247 0.82 16 0.00
2026-01-26 13F/A LifeWealth Investments, LLC 0 -100.00 0
2026-01-15 13F Vaughan Nelson Investment Management, L.p. 869,740 23.09 56,542 18.71
2026-01-07 13F Lynch & Associates/in 4,406 -2.22 286 -5.61
2026-02-17 13F Optiver Holding B.V. 254 17
2025-11-06 13F LexAurum Advisors, LLC 7,220 0.00 487 11.47
2026-01-15 13F Nisa Investment Advisors, Llc 199,794 1.12 12,989 -2.48
2026-02-17 13F DV Trading LLC 7 0
2026-02-05 13F Dana Investment Advisors, Inc. 12,922 6.60 840 2.82
2026-02-17 13F BTG Pactual Asset Management US LLC 0 -100.00 0
2026-02-13 13F Ubs Asset Management Americas Inc 1,173,170 -5.07 76,268 -8.45
2026-01-12 13F Contravisory Investment Management, Inc. 8,373 -4.88 544 -8.26
2026-02-13 13F 1832 Asset Management L.P. 181,028 11,769
2025-10-28 13F Live Oak Investment Partners 8,844 428 -4.89
2025-09-25 NP QLV - FlexShares US Quality Low Volatility Index Fund This fund is a listed as child fund of Northern Trust Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9,877 54.33 642 64.62
2026-01-29 13F Quent Capital, LLC 1,115 21.33 72 18.03
2025-09-26 NP FSUVX - Fidelity SAI U.S. Low Volatility Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 165,711 -43.91 10,773 -40.26
2026-01-28 13F Oversea-Chinese Banking CORP Ltd 10,201 70.02 663 64.11
2026-02-18 13F VGI Partners Ltd 20,482 1,332
2026-01-14 13F Northwest Wealth Management, Llc 6,527 -0.55 424 -4.07
2026-01-26 13F KBC Group NV 24,515 0.00 2 0.00
2026-02-13 13F Bank Of Nova Scotia 147,162 365.33 9,567 348.94
2025-09-24 NP BlackRock ETF Trust - iShares Infrastructure Active ETF 1,680 109
2026-01-29 13F Pictet Asset Management Holding SA 4,067,962 5.59 264,458 1.83
2026-02-13 13F 10Elms LLP 2,388 0.00 155 -3.12
2026-02-12 13F Alps Advisors Inc 20,276 50.01 1,318 44.68
2025-09-29 NP PUI - Invesco DWA Utilities Momentum ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 32,152 3.40 2,090 10.17
2026-01-27 13F Evergreen Capital Management Llc 3,449 -2.49 224 -5.88
2025-11-12 13F Tounjian Advisory Partners, Llc 0 -100.00 0 -100.00
2025-09-29 NP CVSIX - Calamos Market Neutral Income Fund Class A Short -266,700 74.66 -17,338 86.03
2026-01-30 13F First Fiduciary Investment Counsel, Inc. 5,000 0.00 0
2026-02-05 13F North Dakota State Investment Board 8,809 573
2026-02-06 13F Profund Advisors Llc 12,758 -5.02 829 -8.40
2026-02-12 13F Commonwealth Equity Services, Llc 103,673 -18.58 6,740 84,137.50
2026-02-13 13F Capital Square, LLC 4,540 0.07 295 -3.28
2025-09-23 NP MYSPX - MainStay MacKay S&P 500 Index Fund Investor Class 8,034 1.31 522 7.85
2025-09-29 NP UTSL - Direxion Daily Utilities Bull 3X Shares 4,283 -1.68 278 4.91
2026-01-20 13F Ethos Financial Group, LLC 3,175 206
2026-02-26 13F Anchor Investment Management, LLC 11 0.00 1
2026-02-11 13F Dorsey & Whitney Trust CO LLC 155,054 -0.12 10,080 -3.68
2026-02-17 13F Ibex Wealth Advisors 0 -100.00 0
2026-01-16 13F Trust Co Of Vermont 1,875 0.00 122 -3.97
2026-01-14 13F Kmg Fiduciary Partners, Llc 3,422 0.00 222 -3.48
2026-01-28 13F Barrett & Company, Inc. 350 0.00 23 -4.35
2025-11-14 13F Engineers Gate Manager LP 0 -100.00 0
2026-01-26 13F Baxter Bros Inc 4,007 0.00 260 -3.70
2026-02-12 13F JPL Wealth Management, LLC 0 -100.00 0
2026-01-30 13F Strategic Blueprint, LLC 22,453 1.17 1,460 -2.47
2026-01-26 13F Merit Financial Group, LLC 44,187 271.73 2,873 258.55
2026-02-13 13F Arete Wealth Advisors, LLC 3,614 0
2026-02-19 13F Van Diest Capital, LLC 5,223 340
2026-01-27 13F Godsey & Gibb Associates 369,980 -0.71 24,052 -4.24
2025-09-26 NP BKLC - BNY Mellon US Large Cap Core Equity ETF 17,035 26.25 1,107 34.51
2026-01-26 13F Whittier Trust Co Of Nevada Inc 2,171 0.00 142 -2.76
2025-09-26 NP TIGRX - TIAA-CREF Growth & Income Fund Institutional Class 1,121,046 -19.33 72,879 -14.09
2026-02-06 13F Lloyd Advisory Services, LLC. 9 1
2025-09-25 NP MMUFX - MFS Utilities Fund A 1,104,515 17.76 71,805 25.42
2026-02-17 13F Summit Global Investments 0 -100.00 0
2025-11-13 13F Employees Retirement System of Texas 0 -100.00 0
2025-09-26 NP RTDAX - Multifactor U.S. Equity Fund Class A 3,297 64.77 214 75.41
2025-09-26 NP FLCOX - Fidelity Large Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 105,813 -5.31 6,879 0.85
2026-02-04 13F Nicholas Company, Inc. 88,235 5,736
2025-09-26 NP PASIX - PACE Alternative Strategies Investments Class A Short -1,627 429.97 -106 483.33
2026-02-10 13F Reaves W H & Co Inc 3,057,253 71.84 198,752 65.73
2026-01-30 13F/A M&t Bank Corp 51,486 3.44 3,346 -0.27
2026-02-04 13F Securian Asset Management, Inc 6,962 -43.54 453 -45.61
2026-02-10 13F CIBC Asset Management Inc 232,310 11.65 15,088 7.70
2025-11-14 13F Two Sigma Securities, Llc 0 -100.00 0 -100.00
2025-11-10 13F Kovitz Investment Group Partners, LLC 0 -100.00 0
2026-02-05 13F John G Ullman & Associates Inc 11,300 0.00 735 -3.55
2026-02-13 13F Public Sector Pension Investment Board 0 -100.00 0
2026-01-14 13F Thompson Investment Management, Inc. 82,341 0.34 5,353 -3.22
2026-02-17 13F Infrastructure Capital Advisors, Llc 14,164 5.73 921 2.79
2026-01-22 13F Massachusetts Financial Services Co /ma/ 7,173,906 2.39 466,376 -1.25
2026-01-29 13F Teachers Retirement System Of The State Of Kentucky 20,106 0.00 1 0.00
2026-02-11 13F Franklin Resources Inc 3,684,906 0.12 239,556 -3.44
2026-02-12 13F IFM Investors Pty Ltd 57,868 0.40 4 -99.92
2026-02-13 13F Royal London Asset Management Ltd 13,318 -0.07 866 -3.67
2026-01-26 13F Parcion Private Wealth LLC 7,205 3.91 468 0.21
2026-02-17 13F Amundi 575,242 13.46 37,396 8.28
2026-02-04 13F Oxbow Advisors, LLC 4,916 0.00 320 -3.63
2026-02-12 13F/A Pinebridge Investments Llc 11,134 724
2026-02-06 13F Associated Banc-corp 8,342 -19.34 542 -22.24
2026-02-13 13F Barclays Plc Call 0 -100.00 0 -100.00
2026-02-17 13F Canada Pension Plan Investment Board 5,100 332
2026-02-12 13F McMillan Office, Inc. 1,544 100
2026-01-26 13F Grace & White Inc /ny 37,262 -28.70 2,422 -31.23
2026-02-13 13F Sourcerock Group LLC 299,473 99.65 19,469 92.54
2026-02-10 13F Bnp Paribas Arbitrage, Sa 469,689 8.46 30,534 4.60
2025-09-26 NP IMCB - iShares Morningstar Mid-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 24,995 4.43 1,625 11.23
2026-02-06 13F Gables Capital Management Inc. 310 0.00 20 0.00
2025-09-25 NP GASFX - Hennessy Gas Utility Fund Investor Class 38,050 26.62 2,474 34.84
2026-01-15 13F Great Waters Wealth Management 3,447 0.00 224 -3.45
2026-02-17 13F T. Rowe Price Investment Management, Inc. 230,459 -53.83 15 -57.58
2026-02-05 13F New York Life Investment Management Llc 35,669 1.02 2,319 -2.61
2026-01-14 13F Nova Wealth Management, Inc. 6 0.00 0
2025-09-25 NP VYM - Vanguard High Dividend Yield Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 986,782 1.37 64,151 7.97
2026-02-14 13F Whipplewood Advisors, LLC 13 1
2026-01-05 13F Park Avenue Securities Llc 5,315 0.72 0
2026-02-11 13F Barrow Hanley Mewhinney & Strauss Llc 415 0.00 27 -3.70
2026-02-02 13F Sachetta, LLC 29 0.00 2 0.00
2026-02-11 13F Deseret Mutual Benefit Administrators 340 0.00 22 0.00
2025-10-21 13F McElhenny Sheffield Capital Management, LLC 0 -100.00 0 -100.00
2026-02-11 13F GW&K Investment Management, LLC 57 0
2026-02-11 13F Deutsche Bank Ag\ 682,914 1.29 44,396 -2.32
2026-02-03 13F Washington Trust Advisors, Inc. 3,866 0.00 251 -3.46
2026-02-13 13F Walleye Trading LLC Call 1,400 -98.33 91 -98.39
2026-02-13 13F Ames National Corp 22,418 423.17 1,457 405.90
2026-02-13 13F Walleye Trading LLC 14,479 941
2025-09-26 NP FSAEX - Fidelity Series All-Sector Equity Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,600 299
2026-02-13 13F Walleye Trading LLC Put 1,600 300.00 104 300.00
2026-02-12 13F Brinker Capital Investments, LLC 95,949 6.00 6,238 2.23
2026-02-04 13F Hartford Investment Management Co 14,832 -2.24 964 -5.68
2026-02-04 13F Sentry Investment Management Llc 652 0.00 0
2026-02-12 13F Ci Investments Inc. 0 -100.00 0
2026-01-23 13F Oxler Private Wealth LLC 7,276 0.47 473 -3.07
2026-01-22 13F Bartlett & Co. Wealth Management Llc 2,515 52.42 164 46.85
2026-02-04 13F Advisor OS, LLC 16,157 -2.91 1,050 -6.33
2026-02-17 13F Northern Trust Corp 2,144,834 -2.66 139,436 -6.12
2026-01-20 13F SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 4,400 0.00 296 0.68
2026-02-10 13F Hazlett, Burt & Watson, Inc. 182 0.00 0
2026-01-08 13F Versant Capital Management, Inc 298 23.14 19 18.75
2026-01-09 13F SG Americas Securities, LLC 96,789 14.68 6 20.00
2026-01-22 13F Alpha Omega Wealth Management LLC 44,250 -18.29 2,877 -21.21
2026-01-30 13F Valued Wealth Advisors LLC 7 0.00 0
2026-02-19 13F Invesco Ltd. 4,723,542 -0.50 307,077 -4.05
2026-01-21 13F Prime Capital Investment Advisors, LLC 6,053 -1.00 394 -4.61
2026-02-17 13F Investment Management Corp of Ontario 17,291 43.59 1,124 38.59
2026-02-17 13F Advisory Services Network, LLC 3,272 -1.71 213 -5.36
2026-02-13 13F Squarepoint Ops LLC 64,327 -40.66 4,182 -42.78
2026-01-28 13F FORM Wealth Advisors, LLC 4,925 3.84 320 11.89
2026-01-05 13F Coastline Trust Co 18,870 0.00 1,227 -3.62
2026-02-17 13F Cetera Investment Advisers 195,956 4.53 12,739 0.82
2025-11-13 13F Glenmede Investment Management, LP 22,793 0.68 1,536 12.20
2025-09-24 NP SNXFX - Schwab 1000 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 84,456 1.20 5,490 7.77
2025-09-29 NP PHDG - Invesco S&P 500 Downside Hedged ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 294 -27.59 19 -17.39
2026-02-04 13F Dogwood Wealth Management LLC 4,056 -15.82 264 -18.83
2026-01-12 13F Hummer Financial Advisory Services Inc 4,400 -6.38 286 -9.49
2025-11-14 13F Mount Yale Investment Advisors, LLC 0 -100.00 0 -100.00
2026-02-03 13F Winch Advisory Services, LLC 91 1.11 6 -16.67
2026-01-30 13F Wealthfront Advisers Llc 94,325 8.76 6,132 4.89
2026-02-12 13F Johnson Financial Group, Inc. 4,427 -49.69 288 -51.60
2026-02-13 13F Quattro Advisors LLC 7 0
2026-02-13 13F Missouri Trust & Investment Co 0 -100.00 0
2026-01-13 13F Mather Group, Llc. 0 -100.00 0
2026-02-11 13F Capital Analysts, Inc. 148 -32.73 0
2026-02-02 13F Cerro Pacific Wealth Advisors LLC 4,000 0.00 260 -3.35
2026-02-17 13F Wiley Bros.-aintree Capital, Llc 16,930 13.15 1,101 9.13
2026-02-11 13F SlateStone Wealth, LLC 3,869 0.00 0
2026-02-17 13F Massar Capital Management, LP 20,125 1,308
2026-02-04 13F Blackhawk Capital Partners LLC. 15,056 -8.98 979 -12.29
2026-02-06 13F First Business Financial Services, Inc. 5,444 -65.13 354 -66.44
2025-10-27 13F Kiker Wealth Management, LLC 0 -100.00 0
2025-11-14 13F Texas Permanent School Fund 0 -100.00 0
2025-09-25 NP Thrivent Core Funds - Thrivent Core Mid Cap Value Fund 55,505 -48.71 3,608 -45.37
2026-02-04 13F Atlantic Union Bankshares Corp 888 58
2026-02-11 13F Everett Harris & Co /ca/ 16,272 0.00 1,058 -3.56
2026-02-10 13F Acadian Asset Management Llc 1,732 0.00 0
2026-02-17 13F Banco Bilbao Vizcaya Argentaria, S.a. 0 -100.00 0
2026-01-16 13F DiNuzzo Private Wealth, Inc. 38 0.00 2 0.00
2026-02-05 13F Allworth Financial LP 3,254 0.99 212 -2.76
2026-02-18 13F Galaxy Group Investments LLC 1,041 68
2026-01-12 13F Avanza Fonder AB 1,667 108
2026-02-13 13F Gts Securities Llc 0 -100.00 0
2025-09-29 NP XRMI - Global X S&P 500 Risk Managed Income ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 202 -23.19 13 -18.75
2025-09-24 NP BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 44,251 0.00 2,877 6.48
2026-02-17 13F Fairscale Capital, LLC 200 0.00 13 0.00
2026-01-23 13F Nbt Bank N A /ny 130 -3.70 178 -3.26
2026-02-02 13F Horizon Investments, LLC 4,143 3.19 269 0.37
2026-02-10 13F Marietta Investment Partners Llc 29,722 0.00 1,932 -3.54
2026-02-18 13F Vident Advisory, LLC 11,560 -19.27 752 -22.18
2026-02-11 13F Prestige Wealth Management Group LLC 143 0.00 9 0.00
2025-09-26 NP LQAI - LG QRAFT AI-Powered U.S. Large Cap Core ETF 614 40
2026-02-06 13F Cullen/frost Bankers, Inc. 7,771 -0.12 505 -3.63
2026-02-05 13F Thrivent Financial For Lutherans 1,194,883 -9.18 78 -12.50
2026-02-06 13F BOK Financial Private Wealth, Inc. 283 18
2026-02-17 13F Mairs & Power Inc 2,956,947 -1.23 192,231 -4.74
2026-01-29 13F Ashton Thomas Private Wealth, LLC 6,876 14.14 447 10.10
2026-01-15 13F Fortitude Family Office, LLC 111 5.71 7 0.00
2026-02-02 13F Ascent Wealth Partners, LLC 25,585 -0.28 1,663 -3.82
2026-02-14 13F Rockefeller Capital Management L.P. 19,078 36.44 1,240 31.63
2026-02-05 13F High Note Wealth, LLC 352 -2.22 23 -8.33
2026-02-10 13F Basepoint Wealth LLC 17,112 -2.94 1,112 -6.40
2026-02-17 13F Twinbeech Capital Lp 12,500 813
2026-02-10 13F Goldman Sachs Group Inc 1,094,144 7.15 71,130 3.33
2026-02-05 13F Amalgamated Bank 47,599 -4.57 3 0.00
2025-09-25 NP JPME - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 23,034 1.34 1,497 7.93
2026-01-23 13F Avion Wealth 34 88.89 0
2026-02-13 13F Parkside Financial Bank & Trust 762 9.01 50 4.26
2025-10-22 13F Stanley-Laman Group, Ltd. 0 -100.00 0 -100.00
2026-02-12 13F Aviva Plc 4,250 0.00 276 -3.50
2026-02-13 13F Oarsman Capital, Inc. 8,439 0.00 549 -3.52
2025-09-26 NP Two Roads Shared Trust - Hypatia Women CEO ETF 166 -55.73 11 -54.55
2026-02-13 13F SRS Capital Advisors, Inc. 303 -82.87 20 -84.03
2025-09-26 NP TISPX - TIAA-CREF S&P 500 Index Fund Institutional Class 52,675 0.00 3,424 6.50
2025-09-26 NP BLPIX - Bull Profund Investor Class 173 -13.07 11 -8.33
2026-02-13 13F Cohen & Steers, Inc. 3,614,890 41.67 235 36.63
2026-02-06 13F Bare Financial Services, Inc 57 375.00 4
2025-09-24 NP EIVPX - Parametric Volatility Risk Premium - Defensive Fund Institutional Class 25,603 -0.74 1,664 5.72
2026-02-11 13F Empowered Funds, LLC 6,443 3.04 419 -0.71
2025-09-24 NP BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 17,050 0.00 1,108 6.54
2026-01-15 13F SILVER OAK SECURITIES, Inc 4,770 14.36 312 11.03
2026-01-13 13F Trust Point Inc. 3,181 0.00 207 -3.74
2025-09-26 NP FPWR - First Trust EIP Carbon Impact ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,081 10.00 265 17.26
2026-02-12 13F Rossby Financial, LCC 530 4.33 34 0.00
2025-11-14 13F Voloridge Investment Management, Llc 0 -100.00 0
2025-09-26 NP RSPU - Invesco S&P 500 Equal Weight Utilities ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 223,523 3.17 14,531 9.88
2026-02-13 13F Venture Visionary Partners LLC 9,351 608
2025-09-25 NP VT - Vanguard Total World Stock Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 180,200 3.94 11,715 10.70
2026-02-17 13F Two Sigma Investments, Lp 240,943 1,835.29 15,664 1,766.87
2025-09-25 NP DIVB - iShares U.S. Dividend and Buyback ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,591 16.00 363 23.47
2026-01-30 13F Activest Wealth Management 211 51.80 14 44.44
2025-09-25 NP DFUSX - U.s. Large Company Portfolio This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 61,570 -2.58 4,003 3.76
2026-02-17 13F LMR Partners LLP 15,732 21.26 1,023 16.93
2026-01-21 13F Paladin Advisory Group, LLC 286 0.00 19 -5.26
2026-02-05 13F Gabelli Funds Llc 352,895 0.30 22,942 -3.27
2026-01-29 13F Klingman & Associates, LLC 5,472 0.09 356 -3.53
2026-02-17 13F DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 769,456 50,022
2026-01-30 13F Bogart Wealth, LLC 208 0.00 14 -7.14
2026-02-06 13F IFP Advisors, Inc 9,688 -1.65 630 -5.27
2026-02-13 13F Banco Santander, S.A. 0 -100.00 0
2026-01-20 13F Accel Wealth Management 8,135 34.15 529 29.41
2026-02-17 13F Millennium Management Llc 76,514 -94.11 4,974 -94.32
2025-09-25 NP TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A 2,846 -13.50 185 -7.50
2026-02-17 13F Centennial Bank/AR/ 7,500 0.00 488 -3.56
2026-02-17 13F Captrust Financial Advisors 12,818 1.54 833 -2.00
2026-02-11 13F RWC Asset Management LLP 77,800 -8.02 5,058 -11.30
2025-11-17 13F Kestra Private Wealth Services, Llc 0 -100.00 0 -100.00
2025-09-26 NP PRF - Invesco FTSE RAFI US 1000 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 58,810 -12.28 3,823 -6.57
2026-02-09 13F Keating Financial Advisory Services, Inc. 447 29
2026-01-22 13F Apollon Wealth Management, LLC 3,517 4.80 229 0.88
2026-02-09 13F Allstate Corp 17,648 86.30 1,147 79.78
2026-02-13 13F USS Investment Management Ltd 22,037 0.00 1,433 -3.57
2026-02-18 13F/A Pinnacle Financial Partners, Inc. 8,550 556
2025-09-26 NP WWICX - Westwood Income Opportunity Fund C Class Shares 49,517 7.06 3,219 14.03
2026-02-10 13F Kentucky Retirement Systems Insurance Trust Fund 6,759 0.00 439 -3.52
2026-02-11 13F Vise Technologies, Inc. 6,742 438
2026-02-11 13F Ameritas Investment Partners, Inc. 30,860 2,006
2025-09-24 NP SWTSX - Schwab Total Stock Market Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 124,307 1.64 8,081 8.25
2026-01-05 13F GAMMA Investing LLC 22,066 6.36 1,435 2.58
2026-02-13 13F Stifel Financial Corp 181,387 -0.22 11,792 -3.78
2026-01-30 13F CFC Planning Co LLC 3,897 -23.36 253 -26.02
2025-09-26 NP DSEFX - Domini Impact Equity Fund Investor Shares 8,500 0.00 553 6.56
2026-02-10 13F National Pension Service 10,284 50.44 669 45.22
2026-02-09 13F Annis Gardner Whiting Capital Advisors, LLC 1,468 1.24 95 -2.06
2026-02-12 13F Empire Financial Management Company, LLC 9,000 0.00 585 -3.47
2025-09-23 NP Dnp Select Income Fund Inc 1,570,312 0.00 102,086 6.50
2025-09-24 NP SWMCX - Schwab U.S. Mid-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 44,602 4.87 2,900 11.67
2025-09-29 NP CATH - Global X S&P 500 Catholic Values ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,700 -0.80 306 5.54
2025-09-25 NP SPRAX - Pgim Qma Mid-cap Value Fund Class A 17,000 0.00 1,105 6.56
2025-09-24 NP PLFMX - LargeCap S&P 500 Index Fund R-3 44,414 -1.76 2,887 4.64
2026-02-04 13F Midwest Trust Co 3,949 3.95 257 0.00
2026-02-17 13F Aventail Capital Group, LP 440,362 79.94 28,628 73.54
2025-09-25 NP BBUS - JPMorgan BetaBuilders U.S. Equity ETF 23,899 8.09 1,554 15.12
2026-02-13 13F Brown Advisory Inc 0 -100.00 0
2025-09-26 NP SPVM - Invesco S&P 500 Value with Momentum ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,041 4.41 393 11.05
2026-02-13 13F Smartleaf Asset Management LLC 3,430 0.59 224 -1.32
2026-02-13 13F Charles Schwab Investment Management Inc 2,327,921 0.83 151,338 -2.76
2026-02-17 13F Voleon Capital Management Lp 0 -100.00 0
2026-02-06 13F CWS Financial Advisors, LLC 4,444 0.20 289 -3.36
2026-01-23 13F Farther Finance Advisors, LLC 9,506 52.98 618 47.85
2026-02-03 13F We Are One Seven, LLC 6,867 5.48 446 1.83
2026-01-21 13F Yousif Capital Management, Llc 43,165 -3.99 2,904 -4.16
2026-02-10 13F Marshall & Sterling Wealth Advisors Inc. 0 -100.00 0
2026-02-10 13F Gulf International Bank (UK) Ltd 13,381 0.41 1
2026-02-10 13F Forsta Ap-fonden 48,200 -21.11 3,133 -23.92
2025-09-26 NP UTES - Virtus Reaves Utilities ETF 404,455 201.37 26,294 221.00
2026-01-21 13F MBE Wealth Management, LLC 5,505 -1.13 358 -4.80
2026-02-10 13F Continuum Advisory, LLC 10,894 5.67 708 2.02
2025-09-29 NP XYLG - Global X S&P 500 Covered Call & Growth ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 253 -21.67 16 -15.79
2026-02-10 13F Daiwa Securities Group Inc. 68,909 3.77 4 0.00
2025-09-29 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 1,149 2.59 75 8.82
2026-01-14 13F Crumly & Associates Inc. 3,163 0.00 206 -3.76
2026-01-06 13F First Citizens Financial Corp 3,178 0.00 207 -3.74
2026-01-27 13F TD Waterhouse Canada Inc. 1,080 9.64 70 6.06
2026-02-12 13F Steward Partners Investment Advisory, Llc 2,505 -6.63 163 -10.00
2026-01-29 13F Rakuten Securities, Inc. 0 -100.00 0
2026-01-13 13F West Financial Advisors, LLC 10,768 0.00 700 -3.45
2026-01-23 13F Webster Bank, N. A. 36 0.00 2 0.00
2026-02-17 13F Nomura Holdings Inc 4,738 -49.36 308 -51.11
2026-02-17 13F VARCOV Co. 9,422 613
2026-02-10 13F Intech Investment Management Llc 14,866 -40.43 966 -42.57
2026-02-17 13F D. E. Shaw & Co., Inc. 536,460 531.43 34,875 508.96
2026-02-17 13F Mpwm Advisory Solutions, Llc 0 -100.00 0
2025-09-29 NP HCMT - Direxion HCM Tactical Enhanced US ETF 1,911 23.61 124 31.91
2026-02-13 13F Nicolet Advisory Services, Llc 5,259 1.62 343 -2.84
2026-02-13 13F Commerce Bank 30,409 -3.20 1,977 -6.66
2026-02-13 13F Landscape Capital Management, L.l.c. 42,892 -16.49 2,788 -19.47
2026-01-20 13F Signaturefd, Llc 5,391 -1.82 350 -5.41
2026-02-12 13F Columbia River Financial Group, LLC 7,720 0.00 1
2026-02-05 13F HFM Investment Advisors, LLC 9 0.00 1
2026-02-11 13F Picton Mahoney Asset Management 0 -100.00 0
2026-02-09 13F HBK Sorce Advisory LLC 10,889 -0.42 726 -3.20
2025-09-24 NP SEEKX - Steward Large Cap Enhanced Index Fund Class A 2,090 0.00 136 6.30
2026-02-17 13F Signature Equity Partners, LLC 2,132 139
2025-09-24 NP EQIN - Columbia Sustainable U.S. Equity Income ETF 9,192 22.99 598 30.92
2026-02-13 13F Liberty One Investment Management, Llc 0 -100.00 0
2025-11-13 13F Rehmann Capital Advisory Group 4,316 4.66 291 16.87
2026-02-11 13F Livforsakringsbolaget Skandia, Omsesidigt 3,033 0.00 197 -3.43
2025-09-26 NP TIEIX - TIAA-CREF Equity Index Fund Institutional Class 232,775 0.00 15,133 6.50
2026-01-30 13F Us Bancorp \de\ 98,814 -0.56 6,424 -4.11
2026-01-30 13F Mitsubishi UFJ Trust & Banking Corp 133,286 -2.73 8,665 -6.19
2026-01-08 13F Sound View Wealth Advisors Group, LLC 3,844 0.00 250 -3.86
2026-01-20 13F Cromwell Holdings LLC 865 0.00 56 -3.45
2026-02-11 13F Inceptionr Llc 0 -100.00 0
2026-02-13 13F Peak6 Llc 0 -100.00 0
2026-02-18 13F Beacon Pointe Advisors, LLC 11,968 8.46 778 4.71
2026-02-17 13F Aqr Capital Management Llc 86,874 3.04 5,648 0.16
2026-02-12 13F Voya Investment Management Llc 54,249 -7.82 3,527 -11.09
2025-11-14 13F Financial Advisors Network, Inc. 5,637 4.49 380 16.26
2026-01-26 13F Whittier Trust Co 1,741 0.00 114 -2.59
2026-02-11 13F Cerity Partners LLC 50,561 -17.21 3,288 -20.12
2026-01-14 13F Hoese & Co LLP 1,675 0.00 109 -3.57
2026-02-04 13F Bailard, Inc. 5,694 8.50 370 4.82
2025-09-26 NP USSPX - 500 Index Fund -Member Shares 62,425 -0.94 4,058 5.51
2026-02-12 13F Federated Hermes, Inc. 16,082 -1.64 1,045 -5.17
2026-02-17 13F Summit Trail Advisors, Llc 13,779 25.63 896 21.11
2026-02-02 13F Pittenger & Anderson Inc 4,173 0.43 271 -3.21
2026-02-13 13F Brasada Capital Management, Lp 79,208 5,195
2026-02-11 13F Janney Montgomery Scott LLC 44,112 -2.84 3 -33.33
2026-02-09 13F Valtinson Bruner Financial Planning LLC 3,386 0.00 220 -3.51
2026-01-15 13F Uncommon Cents Investing LLC 11,754 -7.01 764 -10.33
2026-01-28 13F Quaker Wealth Management, LLC 7 0.00 0
2026-01-29 13F Cornerstone National Bank & Trust Co 112 7
2026-02-06 13F Marble Harbor Investment Counsel, LLC 4,000 0.00 260 -3.35
2025-10-14 13F TCI Wealth Advisors, Inc. 0 -100.00 0
2025-09-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 121 63.51 8 75.00
2026-02-11 13F Ipsen Advisor Group LLC 7,000 0.00 455 -3.40
2026-02-13 13F Cynosure Management, Llc 6,545 425
2025-09-24 NP FAB - First Trust Multi Cap Value AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,137 58.84 334 69.04
2025-10-28 13F Pinnacle Financial Partners Inc 8,719 8.04 588 20.53
2026-02-03 13F Sumitomo Mitsui DS Asset Management Company, Ltd 37,957 3.21 2,468 -0.48
2026-02-03 13F Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 541,724 2.49 35,532 -0.27
2026-02-11 13F Los Angeles Capital Management Llc 1,154 78
2026-01-23 13F Ogorek Anthony Joseph /ny/ /adv 18 0.00 0
2026-02-09 13F Leavell Investment Management, Inc. 6,061 0.00 394 -3.43
2026-01-16 13F Ronald Blue Trust, Inc. 13,194 -12.37 858 -15.48
2025-09-22 NP GRASX - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares 26,682 23.42 1,735 36.32
2026-02-10 13F Bridges Investment Management Inc 4,825 0.00 314 -3.69
2026-01-14 13F Quad-Cities Investment Group, LLC 5,687 0.39 370 -3.15
2026-01-28 13F HB Wealth Management, LLC 9,803 10.32 637 6.34
2026-02-13 13F Storgate, LLC 6,460 420
2026-01-23 13F TFC Financial Management 1,412 0.00 92 -4.21
2026-02-13 13F Arkadios Wealth Advisors 4,042 9.63 263 5.65
2026-01-12 13F First Bank & Trust 8,222 0.12 535 -3.44
2026-01-28 13F B. Metzler seel. Sohn & Co. AG 65,739 46.48 4,274 41.26
2026-02-05 13F Canada Post Corp Registered Pension Plan 5,543 32.51 360 29.03
2026-01-30 13F North Star Investment Management Corp. 21,167 0.11 1,376 -3.44
2026-01-20 13F Thurston, Springer, Miller, Herd & Titak, Inc. 20 1
2025-09-25 NP DVRAX - MFS Global Alternative Strategy Fund A 1,536 18.24 100 25.32
2026-02-05 13F Qsemble Capital Management, LP 53,642 181.72 3,487 171.78
2026-02-17 13F VestGen Advisors, LLC 5,718 -25.80 372 -28.52
2026-02-04 13F KLCM Advisors, Inc. 16,054 -0.56 1,044 -4.14
2026-01-27 13F Checchi Capital Advisers, LLC 3,133 2.82 204 -0.98
2025-10-30 13F Envestnet Portfolio Solutions, Inc. 0 -100.00 0 -100.00
2025-09-24 NP FTA - First Trust Large Cap Value AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 95,323 52.21 6,197 62.11
2026-02-09 13F Studio Investment Management Llc 42,222 -0.33 2,745 -3.89
2026-01-23 13F Aspect Partners, LLC 1,611 0.00 105 -3.70
2026-01-27 13F Tokio Marine Asset Management Co Ltd 8,755 0.00 569 -3.56
2026-02-13 13F Fiduciary Trust Co 13,533 0.27 880 -3.30
2026-01-28 13F City State Bank 72,576 0.81 4,718 -2.78
2026-01-20 13F Sugar Maple Asset Management, LLC 20,183 0.00 1,312 -3.53
2026-02-03 13F Enhancing Capital LLC 31,560 0.00 2,052 -3.57
2026-01-26 13F Roman Butler Fullerton & Co 4,528 11.55 303 9.82
2026-02-17 13F Citadel Advisors Llc Call 13,900 78.21 904 72.00
2026-02-17 13F United Capital Financial Advisers, Llc 86,783 2.05 5,642 -1.59
2025-09-26 NP USGRX - Growth & Income Fund Shares 5,434 -3.69 353 4.44
2026-02-17 13F Howard Hughes Medical Institute 55 0.00 4 0.00
2026-02-09 13F Arvest Bank Trust Division 27,662 -3.75 1,798 -7.18
2026-01-29 13F RMG Wealth Management LLC 9,967 10.63 664 8.14
2026-01-26 13F Duff & Phelps Investment Management Co 1,898,522 -0.25 123,423 -3.80
2026-02-17 13F Citadel Advisors Llc 652,641 -84.78 42,428 -85.32
2026-02-09 13F Jefferies Financial Group Inc. 0 -100.00 0
2025-09-17 NP NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 40,899 -2.08 2,659 4.28
2026-02-12 13F Bahl & Gaynor Inc 0 -100.00 0
2025-09-24 NP SIZE - iShares Edge MSCI USA Size Factor ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10,595 3.10 689 9.73
2026-02-17 13F Regal Investment Advisors LLC 4,126 0.66 268 -2.90
2026-02-12 13F Quadrant Capital Group Llc 11,871 30.21 772 25.57
2025-09-24 NP BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 70,659 -17.63 4,594 -12.26
2026-02-12 13F Mark Sheptoff Financial Planning, Llc 2,150 0.00 140 -3.47
2026-02-17 13F Wellington Management Group Llp 0 -100.00 0
2025-09-26 NP BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,418 -9.06 157 -3.09
2026-02-13 13F Manufacturers Life Insurance Company, The 0 -100.00 0
2026-02-13 13F Clarity Asset Management, Inc. 1,414 0.71 92 -3.19
2025-09-26 NP SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 6,644 -1.53 432 4.87
2026-02-09 13F CBIZ Investment Advisory Services, LLC 149 152.54 10 200.00
2026-02-11 13F O'shaughnessy Asset Management, Llc 68,362 -14.96 4,444 -17.98
2026-02-11 13F Parallel Advisors, LLC 2,836 53.38 184 48.39
2026-02-11 13F Manchester Capital Management LLC 470 31
2026-02-10 13F/A Guinness Atkinson Asset Management Inc 155 10
2026-02-13 13F OMERS ADMINISTRATION Corp 9,155 0.00 595 -3.57
2026-02-17 13F Bank Of America Corp /de/ 3,742,361 11.65 243,291 7.68
2026-02-13 13F Wells Fargo & Company/mn 481,638 -12.10 31,311 -15.23
2026-02-17 13F Rakuten Investment Management, Inc. 33,812 227.22 2,212 22.29
2026-01-30 13F Simplicity Wealth,LLC 3,216 5.48 209 1.95
2025-09-26 NP OWSMX - Old Westbury Small & Mid Cap Strategies Fund 4,920 0.00 320 6.33
2026-02-13 13F Marshall Wace, Llp 253,932 16,508
2026-02-11 13F IMA Wealth, Inc. 3 0.00 0
2026-02-13 13F State Street Corp 16,881,617 2.34 1,097,474 -1.30
2026-02-17 13F Adage Capital Partners Gp, L.l.c. 81,108 -65.32 5,273 -66.56
2025-09-26 NP INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 9,974 35.94 648 44.97
2026-02-13 13F Prudential Financial Inc 127,664 -11.94 8,299 -15.07
2026-02-03 13F Capital City Trust Co/fl 3,328 0.00 216 -3.57
2026-01-26 13F Wbh Advisory Inc 3,181 -5.16 207 -8.85
2026-02-13 13F S&t Bank/pa 8 0.00 1
2025-09-29 NP PBP - Invesco S&P 500 BuyWrite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,371 76.90 89 89.36
2026-02-13 13F Centaurus Financial, Inc. 1,619 -13.84 0
2026-01-21 13F TOWER TRUST & INVESTMENT Co 2,020 0.00 131 -3.68
2026-02-13 13F Great West Life Assurance Co /can/ 125,621 -0.26 8 0.00
2026-02-13 13F Police & Firemen's Retirement System of New Jersey 39,217 -5.43 2,549 -8.80
2026-02-13 13F LGT Financial Advisors LLC 120 0.84 8 -12.50
2025-09-29 NP ZAP - Global X U.S. Electrification ETF 42,651 45.21 2,773 54.69
2026-01-23 13F State of Alaska, Department of Revenue 25,634 -6.56 2 0.00
2026-01-28 13F Universal- Beteiligungs- und Servicegesellschaft mbH 40,746 4.44 2,650 0.76
2026-01-27 13F Busey Wealth Management 6,636 0.00 431 -3.58
2026-02-09 13F Avalon Trust Co 0 -100.00 0
2026-01-08 13F Gradient Investments LLC 3,890 0.00 253 -3.82
2026-02-12 13F Skopos Labs, Inc. 4,601 301
2026-02-04 13F First National Advisers, LLC 5,761 -0.43 375 -4.10
2026-02-13 13F Epoch Investment Partners, Inc. 218,470 -3.83 14,203 -7.26
2026-01-07 13F Sagespring Wealth Partners, Llc 5,061 -0.04 329 -3.52
2026-02-04 13F Oregon Public Employees Retirement Fund 29,371 0.00 1,909 -3.54
2026-01-27 13F Wealth Enhancement Trust Services, Inc. 1,275 83
2026-02-23 13F Drake & Associates, LLC 27,819 -31.82 1,809 -33.70
2025-09-26 NP RTXAX - Tax-Managed Real Assets Fund Class A 12,104 0.00 787 6.50
2026-01-12 13F First Merchants Corp 19,796 -1.59 1,287 -5.16
2025-09-25 NP TILT - FlexShares Morningstar US Market Factor Tilt Index Fund This fund is a listed as child fund of Northern Trust Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,852 -1.91 380 4.40
2025-09-26 NP FIOOX - Fidelity Series Large Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 86,161 -0.96 5,601 5.50
2026-02-02 13F Bay Harbor Wealth Management, LLC 24 71.43 2
2026-02-05 13F Gamco Investors, Inc. Et Al 12,664 0.00 823 -3.52
2026-01-23 13F Private Wealth Management Group, LLC 74 0.00 5 0.00
2025-09-24 NP USMV - iShares Edge MSCI Min Vol USA ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 371,703 -0.71 24,164 5.75
2026-01-30 13F Caldwell Trust Co 1,555 0.00 101 -2.88
2026-02-04 13F Madison Asset Management, LLC 6,431 0.00 418 -3.46
2026-02-13 13F Gen-Wealth Partners Inc 147 0.00 10 0.00
2026-02-17 13F Scarborough Advisors, LLC 217 -9.58 14 -12.50
2025-09-26 NP DSPIX - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 7,577 0.00 493 6.49
2026-02-03 13F LaFleur & Godfrey LLC 0 -100.00 0
2026-01-21 13F Apella Capital, LLC 6,094 22.25 396 17.86
2026-02-10 13F Madison Wealth Partners, Inc 19,769 4.34 1,285 0.63
2026-01-21 13F Capital Investment Advisory Services, LLC 1,490 1.92 97 -2.04
2026-02-13 13F Van Eck Associates Corp 159,162 3.96 10 0.00
2026-02-05 13F/A Fulcrum Asset Management LLP 7,358 -71.17 481 -72.03
2026-02-13 13F HITE Hedge Asset Management LLC 500,591 22.24 32,543 17.88
2026-02-09 13F Coldstream Capital Management Inc 40,930 -1.39 2,661 -4.93
2026-02-17 13F Gladstone Institutional Advisory LLC 13,169 0.00 856 -3.49
2026-01-27 13F Financial Management Professionals, Inc. 28 0.00 2 0.00
2026-02-17 13F Ameriprise Financial Inc 287,036 25.99 18,660 21.51
2026-02-17 13F Public Employees Retirement System Of Ohio 83,269 -3.39 5,413 -6.82
2026-02-13 13F Barclays Plc 897,495 -1.17 58,346 -4.69
2025-09-25 NP AMTAX - AB All Market Real Return Portfolio Class A 7,381 36.86 480 45.59
2026-01-14 13F Wedge Capital Management L L P/nc 9,503 -15.73 618 -18.82
2026-01-28 13F N.E.W. Advisory Services LLC 1,372 0.00 89 -3.26
2026-02-03 13F Strengthening Families & Communities, LLC 0 -100.00 0
2026-02-09 13F Mizuho Securities Usa Llc 18,717 0.01 1,300 6.82
2025-09-25 NP DFAU - Dimensional US Core Equity Market ETF 43,358 1.59 2,819 8.18
2026-01-30 13F American Capital Advisory, LLC 7 250.00 0
2026-01-21 13F Capital Advisors, Ltd. LLC 1,702 0.18 0
2025-09-03 NP MMNIX - Miller Market Neutral Income Fund Class I 0 -100.00 0 -100.00
2026-02-17 13F Gotham Asset Management, LLC 352,423 54.57 22,911 49.07
2025-11-21 13F/A CIBC Bancorp USA Inc. 35,449 2,390
2026-01-12 13F Czech National Bank 67,781 3.86 4,406 0.16
2026-01-23 13F Ritholtz Wealth Management 4,859 0.33 316 -3.37
2026-01-20 13F Kavar Capital Partners Group, Llc 4,779 0.00 311 -3.73
2026-01-27 13F Smith, Salley & Associates 3,112 0.00 202 -3.35
2026-01-08 13F Nordea Investment Management Ab 14,651 0.12 958 -2.35
2026-02-17 13F Mercer Global Advisors Inc /adv 33,360 8.05 2,169 4.18
2025-10-21 13F Moss Adams Wealth Advisors LLC 0 -100.00 0
Other Listings
DE:AY1 € 60,50
US:LNT US$ 72,34
GB:0HCT US$ 71,39
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