Estatísticas Básicas
| Proprietários Institucionais | 439 total, 439 long only, 0 short only, 0 long/short - change of -4.88% MRQ |
| Alocação Média no Portfólio | 0.3742 % - change of -3.86% MRQ |
| Ações Institucionais (Longas) | 137,707,563 (ex 13D/G) - change of -6.79MM shares -9.63% MRQ |
| Valor Institucional (Longa) | $ 5,745,480 USD ($1000) |
Propriedade Institucional e Acionistas
iShares Trust - iShares Currency Hedged MSCI EAFE ETF (MX:HEFA) tem 439 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 137,707,563 ações. Os maiores acionistas incluem Goldman Sachs Group Inc, Coldstream Capital Management Inc, Envestnet Asset Management Inc, Ameriprise Financial Inc, Jpmorgan Chase & Co, Morgan Stanley, Partners Capital Investment Group, Llp, LPL Financial LLC, Dynasty Wealth Management, Llc, and Northwestern Mutual Wealth Management Co .
iShares Trust - iShares Currency Hedged MSCI EAFE ETF (BMV:HEFA) a estrutura de propriedade institucional mostra as posições atuais na empresa por instituições e fundos, bem como as últimas mudanças no tamanho da posição. Os principais acionistas podem incluir investidores individuais, fundos mútuos, fundos de cobertura ou instituições. O Schedule 13D indica que o investidor possui (ou possuía) mais de 5% da empresa e pretende (ou pretendia) buscar ativamente uma mudança na estratégia de negócios. O Schedule 13G indica um investimento passivo de mais de 5%.
Pontuação do Sentimento do Fundo
A Pontuação do Sentimento do Fundo (anteriormente conhecida como Pontuação de Acumulação de Propriedade) identifica as ações que estão sendo mais compradas pelos fundos. É o resultado de um modelo quantitativo sofisticado e multifatorial que identifica empresas com os maiores níveis de acumulação institucional. O modelo de pontuação utiliza uma combinação do aumento total em proprietários divulgados, as mudanças nas alocações de portfólio desses proprietários e outras métricas. O número varia de 0 a 100, com números mais altos indicando um nível maior de acumulação em relação aos seus pares, sendo 50 a média.
Frequência de Atualização: Diariamente
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Arquivamentos 13F e NPORT
Detalhes sobre Formulários 13F são gratuitos. Detalhes sobre Formulários NP requerem uma assinatura premium. Linhas verdes indicam novas posições. Linhas vermelhas indicam posições fechadas. Clique no ícone de link para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | 13F | Mach-1 Financial Group, Inc. | 11,980 | 27.88 | 509 | 31.52 | ||||
| 2025-12-16 | 13F | Emergent Wealth Advisors, LLC | 7,445 | 264 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 26,292 | 17.50 | 1,087 | 17.51 | ||||
| 2026-05-13 | 13F | Provident Living Financial Services, Inc. | 15,192 | -2.14 | 646 | 0.47 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 182 | 0.00 | 8 | 0.00 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 10,028 | -6.00 | 426 | -3.40 | ||||
| 2026-02-02 | 13F | Wells Financial Advisors INC | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 752 | -28.18 | 32 | -27.91 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 25,163 | -24.83 | 1 | 0.00 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 5,929,029 | 4.81 | 251,954 | 7.69 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 16,040 | -1.13 | 682 | 1.64 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 6,734 | 286 | ||||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 36,430 | -17.11 | 1,548 | -14.80 | ||||
| 2026-04-09 | 13F | Stewardship Concepts Financial Services Llc | 67,247 | -57.79 | 2,858 | -56.66 | ||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 256,973 | 2.39 | 10,920 | 5.21 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 34,460 | 35.58 | 1,464 | 39.30 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 11,144 | -16.71 | 474 | -14.47 | ||||
| 2026-05-11 | 13F | Jordan Park Group LLC | 995,388 | -1.12 | 42,290 | 1.58 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 3,367,759 | -2.95 | 143,113 | -0.29 | ||||
| 2026-05-08 | 13F | Jackson Hole Capital Partners, LLC | 180 | 0.00 | 8 | 0.00 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 7,462 | 325 | ||||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 7,084 | 301 | ||||||
| 2026-05-13 | 13F | Consultiva Wealth Management, Corp. | 286 | 0.00 | 12 | 9.09 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 8,237 | 0.00 | 341 | 0.00 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 7,467 | -3.58 | 317 | -0.94 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 881,418 | -10.92 | 37,456 | -8.48 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 984,500 | 42 | ||||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 68,543 | -3.43 | 2,913 | -0.78 | ||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 23,955 | 0.00 | 1,018 | 2.73 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 100,417 | -23.00 | 4,328 | -21.74 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 116,371 | 3.81 | 4,945 | 6.67 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 38,650 | 271.21 | 1,642 | 281.86 | ||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 149,851 | 7.16 | 6,368 | 10.10 | ||||
| 2026-05-12 | 13F | Turning Point Benefit Group, Inc. | 10,769 | 127.96 | 356 | 82.05 | ||||
| 2026-05-12 | 13F | WESCAP Management Group, Inc. | 350,321 | 2.02 | 14,887 | 4.82 | ||||
| 2026-05-15 | 13F | Headinvest, Llc | 14,580 | 0.00 | 620 | 2.65 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 34,527 | 0.00 | 1,438 | 2.06 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 5,293 | -31.92 | 225 | -30.22 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 110,171 | -0.44 | 4,874 | 3.39 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 3,542,299 | -2.22 | 150,530 | 0.46 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 27,816 | 0.00 | 1,182 | 2.78 | ||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Adviser Investments LLC | 5,690 | 0.00 | 242 | 2.55 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Moody Lynn & Lieberson, Llc | 5,300 | 0.00 | 225 | 2.74 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 25,716 | -63.33 | 1,093 | -62.34 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 10,683 | -80.56 | 454 | -80.06 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 9,993 | -5.83 | 425 | -3.20 | ||||
| 2026-05-14 | 13F | Betterment LLC | 5,069 | -15.78 | 0 | |||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 5,431 | -26.74 | 231 | -24.84 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 524,043 | 22,269 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 25,235 | -25.60 | 1,044 | -22.34 | ||||
| 2026-05-12 | 13F | Matters Capital Llc | 96,271 | 0.00 | 4,091 | 2.76 | ||||
| 2026-04-24 | 13F | Cyr Financial Inc. | 248,421 | 7.61 | 10,557 | 10.56 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 79,600 | 3,383 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 37,172 | -0.12 | 1,580 | 2.60 | ||||
| 2026-05-18 | 13F | Hamilton Wealth, LLC | 9,780 | -3.07 | 416 | -0.48 | ||||
| 2026-04-23 | 13F | Ameliora Wealth Management Ltd. | 645 | 0.00 | 27 | 3.85 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 1,927,453 | -22.62 | 81,907 | -20.50 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 79,597 | 3,446 | ||||||
| 2026-04-09 | 13F | VERITY Wealth Advisors | 40,000 | -44.97 | 1,700 | -43.48 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 510 | 0.00 | 22 | 0.00 | ||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 14,546 | -0.61 | 618 | 2.15 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 1,034 | -6.34 | 44 | -4.44 | ||||
| 2026-05-01 | 13F | Win Advisors, Inc | 40,237 | 1,710 | ||||||
| 2026-05-15 | 13F | Burns Matteson Capital Management, LLC | 153,040 | 67.90 | 6,503 | 72.54 | ||||
| 2026-04-30 | 13F | Paladin Advisory Group, LLC | 5,181 | 0.00 | 220 | 2.80 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 8,493 | -3.62 | 361 | -1.10 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 79,277 | -5.22 | 3,369 | -2.63 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 3,344,417 | -5.10 | 142,280 | -2.39 | ||||
| 2026-04-21 | 13F | OneAscent Family Office, LLC | 4,879 | 207 | ||||||
| 2026-02-17 | 13F | Gotham Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 597 | 25 | ||||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 311,823 | -4.82 | 13,251 | -2.21 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 1,559 | 0.00 | 66 | 3.13 | ||||
| 2026-01-06 | 13F | Tucker Asset Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 937,602 | 7.01 | 39,843 | 9.95 | ||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 90,153 | -11.88 | 3,831 | -9.45 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 92,689 | -3.13 | 3,939 | -0.48 | ||||
| 2026-05-11 | 13F | Canopy Partners, LLC | 11,970 | 0.00 | 509 | 2.63 | ||||
| 2026-04-06 | 13F | CX Institutional | 273,350 | 19.88 | 12 | 22.22 | ||||
| 2026-04-21 | 13F | Patton Albertson Miller Group, Llc | 5,380 | 0.00 | 229 | 2.70 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 61,355 | 0.04 | 3 | 0.00 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 15,736 | -0.62 | 669 | 2.14 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 255,080 | -7.71 | 10,840 | -5.19 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 16,181 | -3.79 | 688 | -1.15 | ||||
| 2026-01-22 | 13F | TSA Wealth Managment LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Whittier Trust Co | 3,099 | 0.00 | 134 | 2.29 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 5,976 | 0.00 | 247 | 4.66 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | West Wealth Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 15,906 | 676 | ||||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 218,230 | 7.53 | 9,274 | 10.47 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 253,975 | -25.48 | 10,793 | -23.29 | ||||
| 2026-01-30 | 13F | Urban Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Sofi Wealth, Llc | 237 | 0.85 | 10 | 11.11 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 5,770 | 0.00 | 245 | 2.94 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 4,222,263 | -3.13 | 175,266 | -2.78 | ||||
| 2026-01-14 | 13F | Barnes Dennig Private Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 224,995 | 21.72 | 9,306 | 27.10 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 237,809 | 10,106 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 68,574 | 11,483.45 | 2,914 | 12,041.67 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 881 | 0.00 | 37 | 2.78 | ||||
| 2026-04-23 | 13F | SMART Wealth LLC | 7,613 | 324 | ||||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 9,019 | 0.00 | 0 | |||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 4,896 | 202 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 120,199 | 0.12 | 5,108 | 2.86 | ||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 427,085 | 18,149 | ||||||
| 2026-05-05 | 13F | Cannon Wealth Management Services, LLC | 9,557 | -0.23 | 406 | 2.53 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 780,909 | -4.94 | 33,185 | -2.33 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 142,517 | 4.79 | 6,056 | 7.66 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 50,458 | 17.16 | 2,144 | 20.38 | ||||
| 2026-05-29 | 13F | Immaculate Wealth Management LLC | 27,321 | 1,161 | ||||||
| 2026-04-30 | 13F | Csenge Advisory Group | 353,633 | -5.87 | 15,028 | -3.28 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 441 | -0.68 | 19 | 0.00 | ||||
| 2026-04-13 | 13F | Trust Co | 48 | 2 | ||||||
| 2026-05-07 | 13F | Paradigm, Strategies in Wealth Management, LLC | 396,691 | -8.72 | 16,857 | -6.21 | ||||
| 2026-02-02 | 13F | WT Wealth Management | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Concurrent Investment Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 8,953 | -0.12 | 380 | 2.70 | ||||
| 2026-02-04 | 13F | Tsfg, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 8,522 | 0.00 | 362 | 2.84 | ||||
| 2026-04-28 | 13F | Core Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 0 | 0 | ||||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 8,214 | 0.00 | 349 | 2.95 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 25,129 | 67,816.22 | 1,068 | 106,600.00 | ||||
| 2026-04-29 | 13F | Sunrise Financial Services, LLC | 245 | 0.00 | 10 | 0.00 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 53 | 0.00 | 2 | 0.00 | ||||
| 2026-02-12 | 13F | Tripletail Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Cerity Partners LLC | 192,344 | 0.42 | 8,174 | 3.18 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 8,870 | 367 | ||||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | SIMA Wealth Partners, LLC | 7,479 | 0.00 | 318 | 2.59 | ||||
| 2026-04-15 | 13F | Cypress Financial Planning Llc | 8,929 | -0.73 | 379 | 1.61 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 114 | 0.00 | 5 | 0.00 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 21,005 | 1.41 | 893 | 4.21 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 64,576 | -6.98 | 2,744 | -4.42 | ||||
| 2026-01-20 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 5,587 | -32.90 | 237 | -31.10 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 16,807 | 289.05 | 714 | 301.12 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 57 | 0.00 | 2 | 0.00 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 17,152 | 85.07 | 709 | 111.01 | ||||
| 2026-05-13 | 13F | Park Square Financial Group, LLC | 4,923 | -23.59 | 209 | -6.28 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 837 | 0.00 | 36 | 2.94 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 750 | 0.00 | 32 | 0.00 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 34 | -84.96 | 1 | -88.89 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 11,296 | 63.28 | 480 | 67.83 | ||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 16,233 | 9.29 | 690 | 12.21 | ||||
| 2026-05-12 | 13F | Clark Wealth Partners | 649 | -99.09 | 28 | -99.08 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 7,890 | -21.64 | 335 | -19.47 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 5,320 | 29.98 | 0 | |||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Apella Capital, LLC | 57,021 | -6.31 | 2,569 | 2.03 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 5,415 | -17.45 | 230 | -15.13 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 20,665 | 0.00 | 878 | 2.81 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Horst & Graben Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Choate Investment Advisors | 22,056 | 0.00 | 937 | 2.74 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 9,717 | 0.00 | 403 | 0.50 | ||||
| 2026-05-13 | 13F | Allie Family Office LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 203 | 0.00 | 9 | 0.00 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 12,572 | 0.00 | 534 | 2.89 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 66,436 | 8.87 | 2,823 | 11.85 | ||||
| 2026-05-12 | 13F | Creative Planning | 19,712 | -8.86 | 838 | -6.38 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 8,398 | 3.83 | 357 | 6.59 | ||||
| 2026-04-15 | 13F | NorthAvenue LLC | 97 | 0.00 | 4 | 0.00 | ||||
| 2026-04-27 | 13F | Sierra Ocean, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 389 | 0.00 | 17 | 0.00 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 15,071 | -7.02 | 640 | -4.48 | ||||
| 2026-05-11 | 13F | Meridian Wealth Advisors, LLC | 17,221 | 13.86 | 732 | 16.96 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 3,078 | 79.68 | 131 | 85.71 | ||||
| 2026-04-24 | 13F | Berkeley, Inc | 17,823 | -2.99 | 757 | -0.26 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 103,397 | -1.55 | 4,631 | 4.00 | ||||
| 2026-01-21 | 13F | Capital Advisory Group Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 25,488 | -43.37 | 1,083 | -41.81 | ||||
| 2026-04-28 | 13F | Clarity Retirement & Wealth, LLC | 119,745 | -14.20 | 5,089 | -11.85 | ||||
| 2026-05-15 | 13F | Nepc Llc | 241,150 | 0.00 | 10,248 | 2.75 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 3,880 | -5.13 | 165 | -2.96 | ||||
| 2026-04-14 | 13F | Act Wealth Management, Llc | 517,694 | -0.43 | 21,999 | 2.31 | ||||
| 2026-04-27 | 13F | Prasad Wealth Partners, LLC | 441,387 | 1.25 | 18,757 | 4.03 | ||||
| 2026-02-11 | 13F | Mcmorgan & Co Llc | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 8,103 | 0.00 | 344 | 2.69 | ||||
| 2026-04-30 | 13F | Yukon Wealth Management, Inc. | 5,769 | -11.92 | 245 | -13.73 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 188,497 | 19.36 | 8,010 | 22.65 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 5,285 | 163.07 | 225 | 169.88 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 1,658 | -99.43 | 70 | -99.42 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 11,582 | 0.00 | 492 | 2.71 | ||||
| 2026-05-12 | 13F | Partners Capital Investment Group, Llp | 3,579,217 | 3.98 | 152,099 | 6.83 | ||||
| 2026-04-21 | 13F | Cypress Capital Advisors, LLC | 35,783 | -3.20 | 1,521 | -0.52 | ||||
| 2026-01-07 | 13F | Central Pacific Bank - Trust Division | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Brookstone Capital Management | 23,318 | 8.71 | 991 | 11.61 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 46,465 | -1.30 | 1,975 | 1.39 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 5,758 | 0.00 | 228 | -2.56 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 34,680 | 3.35 | 1,474 | 6.20 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 61 | 0.00 | 3 | 0.00 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 8,898 | 378 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 333,755 | -3.15 | 14,183 | -0.49 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1,248,667 | -8.04 | 53,072 | -5.51 | ||||
| 2026-05-06 | 13F | 71 West Capital Partners | 17,022 | 723 | ||||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 3,864 | 0.00 | 160 | 0.00 | ||||
| 2026-05-14 | 13F | Roof Eidam & Maycock/adv | 114,975 | 0.00 | 4,886 | 2.73 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 1,445 | 52.91 | 60 | 59.46 | ||||
| 2026-04-17 | 13F | Verde Capital Management | 831,540 | 7.36 | 35,336 | 10.31 | ||||
| 2026-05-13 | 13F | Hirtle Callaghan & Co LLC | 24,199 | 0.00 | 1,028 | 2.80 | ||||
| 2026-04-21 | 13F | Delta Wealth Advisors LLC | 161,958 | 12.94 | 6,882 | 16.03 | ||||
| 2026-02-17 | 13F | Strategic Investment Advisors / MI | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 12,152 | 0.00 | 516 | 2.79 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | PCA Investment Advisory Services Inc. | 295,941 | 13.81 | 12,576 | 16.93 | ||||
| 2026-05-07 | 13F | Summitpoint Capital Management | 70,634 | 2,921 | ||||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 1,807 | 0.00 | 77 | 2.70 | ||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 35,914 | -56.18 | 1,526 | -54.97 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 18,356 | -2.69 | 780 | 0.00 | ||||
| 2026-05-15 | 13F | Dimension Capital Management Llc | 28,025 | -2.36 | 1,191 | 0.25 | ||||
| 2026-04-23 | 13F | Daviman Financial, LLC | 11,525 | -20.50 | 490 | -18.36 | ||||
| 2026-02-20 | 13F | SB Capital Management Inc | 44,393 | 1,836 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 49,439 | 21.78 | 2,101 | 25.07 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 458 | 0.00 | 19 | 5.56 | ||||
| 2026-04-17 | 13F | Blankinship & Foster, LLC | 789,104 | -2.62 | 33,533 | 0.05 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 518,815 | 22,047 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 670 | 0.00 | 28 | 3.70 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 44,138 | -17.38 | 1,876 | -15.12 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 18,910 | -1.99 | 804 | 0.75 | ||||
| 2026-02-13 | 13F | Stark Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Cedar Wealth Management, LLC | 24,812 | 0.00 | 1,054 | 2.73 | ||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 10,452 | -5.96 | 444 | -3.27 | ||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 4,862 | -10.30 | 207 | -8.04 | ||||
| 2026-05-04 | 13F | RAM Investment Partners, LLC | 6,270 | 266 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 9,002 | 598.37 | 383 | 620.75 | ||||
| 2026-04-21 | 13F | OneAscent Wealth Management LLC | 18,228 | 16.35 | 775 | 19.63 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 28,961 | 1,231 | ||||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 4,767 | 203 | ||||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 20,493 | 2.21 | 871 | 4.95 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 8,419 | 0.00 | 358 | 2.59 | ||||
| 2026-04-16 | 13F | IVC Wealth Advisors LLC | 128,985 | 20.99 | 5,481 | 24.31 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 79,228 | 3.57 | 3,367 | 6.42 | ||||
| 2026-05-01 | 13F | Osprey Private Wealth LLC | 30,700 | -11.41 | 1,305 | -9.00 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 253 | 0.00 | 11 | 0.00 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 27,951 | 0.58 | 1,188 | 3.31 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 140,329 | 0.59 | 5,964 | 3.34 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 168,096 | -73.41 | 7,143 | -72.68 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 83 | 0.00 | 4 | 0.00 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1,409,864 | 4.67 | 59,912 | 7.54 | ||||
| 2026-05-15 | 13F | Fmr Llc | 64,291 | 3.82 | 2,732 | 6.68 | ||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 13,379 | -1.33 | 569 | 1.43 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 43,399 | -3.68 | 1,844 | -1.02 | ||||
| 2026-04-15 | 13F | Adamsbrown Wealth Consultants Llc | 140,570 | -5.12 | 5,974 | -2.51 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 12,739 | 462 | ||||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 54,356 | -13.93 | 2,310 | -11.60 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 32 | -79.62 | 1 | -83.33 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 8,952 | -2.50 | 380 | 0.26 | ||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 26,513 | -3.29 | 1,127 | -0.62 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 101,277 | 4.18 | 4 | 0.00 | ||||
| 2026-05-21 | 13F | JDM Financial Group LLC | 296 | 13 | ||||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 3,074,762 | 13.34 | 130,662 | 16.45 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 47,500 | 0.00 | 2,019 | 2.75 | ||||
| 2026-05-12 | 13F | Colonial Trust Advisors | 4,800 | 0.00 | 204 | 2.53 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 56,707 | -4.39 | 2,410 | -1.79 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Bigelow Investment Advisors, LLC | 140,130 | 19.48 | 5,955 | 22.76 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 85,670 | -5.50 | 3,641 | -2.91 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 77,945 | -1.42 | 3 | 0.00 | ||||
| 2026-04-29 | 13F | Demars Financial Group, LLC | 5,734 | 0.00 | 244 | 2.53 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-01-15 | 13F | Saxony Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 65,873 | 2,799 | ||||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 6,440 | 1.07 | 274 | 3.80 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 15,698 | 1 | ||||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 300 | 13 | ||||||
| 2026-04-29 | 13F | Financial Life Advisors | 8,659 | -37.69 | 368 | -36.06 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 5,507 | 234 | ||||||
| 2026-04-13 | 13F | Arwa Llc | 7,677 | 0.00 | 340 | 6.94 | ||||
| 2026-05-13 | 13F | Schoolcraft Capital LLC | 693,072 | -0.37 | 29,452 | 2.36 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-29 | 13F | Cvfg Llc | 100,564 | 3.27 | 4,273 | 6.11 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 612 | 0.00 | 26 | 4.00 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 5,383 | -2.20 | 231 | 1.76 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 17,561 | -19.47 | 746 | -17.20 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 47,879 | 7.51 | 2,035 | 10.42 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 1,186 | 39.86 | 0 | |||||
| 2026-04-16 | 13F | Future Financial Wealth Managment LLC | 62,643 | -44.53 | 2,793 | -41.52 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 146,329 | -6.66 | 6,218 | -4.09 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 20,129 | -53.14 | 855 | -51.86 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 17,361 | -24.14 | 738 | -22.09 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Commonwealth Equity Services, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Parallel Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 16,731 | -1.60 | 711 | 1.00 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 87,800 | -13.09 | 3,731 | -10.70 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 220,549 | 3.58 | 9,373 | 6.43 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 626 | 27 | ||||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 4,419 | -1.38 | 188 | 1.08 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 36,687 | 22.22 | 1,559 | 25.62 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 21,222 | -89.49 | 902 | -89.21 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 62,183 | -74.05 | 3 | -77.78 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 270,886 | 0.00 | 11,511 | 2.75 | ||||
| 2026-04-23 | 13F | Game Plan Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 22,583 | -7.60 | 960 | -5.05 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 86 | 0.00 | 4 | 0.00 | ||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 6,281 | 267 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 16,141 | 62.45 | 686 | 67.07 | ||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 3,473,227 | -2.27 | 147,595 | 0.41 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 97,329 | -4.45 | 4,136 | -1.83 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 30,107 | -3.66 | 1,279 | -1.01 | ||||
| 2026-04-21 | 13F | Shepherd Street Advisors LLC | 58,218 | 18.83 | 2,474 | 22.06 | ||||
| 2026-05-06 | 13F | Precision Wealth Strategies, LLC | 115,963 | -11.78 | 4,928 | -9.36 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 4,272,968 | -12.88 | 181,641 | -10.37 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 149,704 | 2,326.32 | 6,362 | 2,394.51 | ||||
| 2026-04-23 | 13F | Summit Investment Advisory Services, LLC | 20,035 | -1.12 | 851 | 1.67 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 3,982 | 169 | ||||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 109,895 | -2.98 | 4,670 | -0.34 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 1,580 | -8.41 | 67 | -5.63 | ||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 43,502 | -15.87 | 1,849 | -13.56 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 122,184 | 3.19 | 5,192 | 6.02 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 1,831 | -4.83 | 78 | -2.53 | ||||
| 2026-04-20 | 13F | Darrow Company, Inc. | 223,202 | 0.40 | 9,485 | 3.15 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Investment Counsel Co Of Nevada | 488 | 0.00 | 21 | 0.00 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 112,698 | 0.00 | 4,789 | 2.75 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 385 | 0.00 | 16 | 6.67 | ||||
| 2026-05-14 | 13F | Claudia M.p. Batlle, Crp (r) Llc | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 15,809 | 50.56 | 672 | 54.61 | ||||
| 2026-05-08 | 13F | Perspective Wealth Advisors Llc | 261,821 | 12.18 | 11,126 | 15.27 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 223 | 0.00 | 9 | 0.00 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 28,344 | 32.54 | 1 | |||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 16,437 | 2.34 | 1 | |||||
| 2026-04-29 | 13F | First Interstate Bank | 137,540 | -90.35 | 5,845 | -90.09 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 3,781,496 | 4.17 | 160,695 | 7.03 | ||||
| 2026-06-01 | 13F | Concorde Asset Management, LLC | 13,939 | -1.38 | 592 | 1.37 | ||||
| 2026-05-05 | 13F | UBS Group AG | 510,381 | -49.23 | 21,689 | -47.84 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 1,980,647 | -0.49 | 84,168 | 2.24 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 30,156 | -14.77 | 1,281 | 128,000.00 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 8,727 | -0.24 | 371 | 2.49 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 5,927 | -65.74 | 252 | -64.90 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 96,276 | 21.80 | 4,091 | 24.92 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 895 | 0.00 | 38 | 2.70 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-22 | 13F | Wellington Grp LLC | 15,112 | 0.00 | 642 | 2.72 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 48,091,087 | -2.39 | 2,043,631 | 0.29 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 1,497 | 0.00 | 64 | 3.28 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 44 | 0.00 | 2 | 0.00 | ||||
| 2026-05-08 | 13F | Summit Asset Management, LLC | 135,870 | 0.00 | 5,774 | 2.74 | ||||
| 2026-04-20 | 13F | YANKCOM Partnership | 580 | 25 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 35,552 | -12.19 | 1,511 | -9.80 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 305,201 | 12,970 | ||||||
| 2026-05-12 | 13F | Planwiser Financial, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 1,240 | 0.00 | 53 | 1.96 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 76,273 | -3.16 | 3,241 | -0.49 | ||||
| 2026-01-29 | 13F | Compass Ion Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 118,144 | 49.28 | 5,021 | 53.38 | ||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 9,167 | 0.00 | 390 | 2.64 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Commerce Bank | 5,606 | 238 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 4,591,882 | 216.87 | 195,132 | 225.57 | ||||
| 2026-04-22 | 13F | Ifrah Financial Services, Inc. | 145,489 | -1.65 | 6,183 | 1.05 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 645,820 | 44.14 | 27 | 50.00 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 1,900 | 0.00 | 81 | 2.56 | ||||
| 2026-04-17 | 13F | Trinity Wealth Management, LLC | 31,594 | -1.22 | 1,343 | 1.51 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 20,695 | 429.15 | 879 | 445.96 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 10,565 | 4.97 | 449 | 7.69 | ||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 17 | 0.00 | 1 | |||||
| 2026-05-15 | 13F | Ascent Group, LLC | 7,875 | -3.73 | 335 | -1.18 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 173 | 7 | ||||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 8,264 | -6.57 | 351 | -3.84 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 0 | -100.00 | 0 | |||||
| 2026-01-23 | 13F | Brown, Lisle/cummings, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Oversea-Chinese Banking CORP Ltd | 37,738 | 0.00 | 1,604 | 2.76 | ||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 6,878 | -13.96 | 292 | -11.52 | ||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 9,131 | 0.00 | 388 | 2.92 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 211,689 | 6.24 | 8,996 | 9.15 | ||||
| 2026-01-29 | 13F | Midwest Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 279 | 12 | ||||||
| 2026-05-08 | 13F | Capital Developers, LLC | 55,028 | -3.66 | 2,338 | -1.02 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 1,206 | 0.00 | 51 | 4.08 | ||||
| 2026-05-08 | 13F | Firestone Capital Management | 35,015 | 0.00 | 1,488 | 2.69 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 5,564 | -23.73 | 236 | -21.59 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 409 | 0.00 | 18 | 0.00 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 3,454,761 | -2.75 | 146,810 | -0.08 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1,689,813 | -7.26 | 71,809 | -4.72 | ||||
| 2026-04-21 | 13F | Retirement Planning Group, Llc / Ny | 57,323 | 2.96 | 2,436 | 5.78 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 32,459 | 14.04 | 1,380 | 17.15 | ||||
| 2026-05-11 | 13F | Collier Financial | 298 | 0.34 | 13 | 0.00 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 729 | 0 | ||||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 28,319 | 5.42 | 1,203 | 8.28 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 1,135,613 | -9.81 | 48,258 | -7.33 | ||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 707 | 0.00 | 30 | 3.45 | ||||
| 2026-01-06 | 13F | Ehrlich Financial Group | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 7,346 | 0.93 | 325 | 4.52 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 10,039 | 0.00 | 427 | 2.65 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 100,067 | 4,139 | ||||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 5,897 | 251 | ||||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Guardian Capital, LLC | 7,210 | 306 | ||||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 22,140 | -13.20 | 941 | -6.93 | ||||
| 2026-04-02 | 13F | Crumly & Associates Inc. | 616,666 | 35.61 | 26,205 | 39.34 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 71 | 0.00 | 3 | 50.00 | ||||
| 2026-05-14 | 13F | Redwood Financial Network Corp | 12,138 | -2.01 | 516 | 0.59 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 12,761 | -4.42 | 542 | -1.81 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 36,858 | -91.50 | 1,566 | -91.27 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 1,033,324 | 9.29 | 43,911 | 12.29 | ||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 19 | 0.00 | 1 | |||||
| 2026-04-17 | 13F | Weaver Capital Management LLC | 212,575 | -2.94 | 9,033 | -0.28 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 169 | 0.00 | 7 | 16.67 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 78,634 | 5.40 | 3,342 | 8.30 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 5,390 | 229 | ||||||
| 2026-05-12 | 13F | Richardson Capital Management LLC | 7,178 | 0.07 | 305 | 3.04 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 5,042 | 0.00 | 214 | 2.88 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 64,455 | 2.90 | 2,739 | 5.75 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 101,330 | 4,306 | ||||||
| 2026-05-13 | 13F | Tandem Investment Partners LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Aspen Grove Capital, LLC | 15,025 | 0.00 | 638 | 2.74 | ||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 2,279 | 0.00 | 97 | 2.13 | ||||
| 2026-04-24 | 13F | MOR Wealth Management, LLC | 13,860 | 0.00 | 589 | 2.62 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 6,557 | -20.78 | 279 | -18.71 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 14,296 | -8.11 | 622 | -3.42 | ||||
| 2026-04-28 | 13F | Cypress Capital, LLC | 94,203 | -1.02 | 4,003 | 1.70 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 333,680 | 32.18 | 13,754 | 31.74 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 250,000 | 0.00 | 10,625 | 2.76 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2,043,672 | -2.96 | 86,846 | -0.30 | ||||
| 2026-05-14 | 13F | Vermillion & White Wealth Management Group, LLC | 153,475 | 22,142.75 | 5,570 | 19,789.29 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 27,512 | -10.57 | 1,169 | -8.10 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 24,968 | -1.59 | 1,061 | 1.05 | ||||
| 2026-05-12 | 13F | Vista Private Wealth Partners. LLC | 332,933 | -17.66 | 14,872 | -3.10 | ||||
| 2026-04-28 | 13F | PUREfi Wealth, LLC | 7,030 | -11.38 | 299 | -9.15 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 12 | 0.00 | 1 | |||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 9,350 | -13.36 | 397 | -10.99 | ||||
| 2026-05-15 | 13F | M Wealth Management, LLC | 15,804 | -3.66 | 672 | -1.03 | ||||
| 2026-04-20 | 13F | LVW Advisors, LLC | 6,321 | 0.00 | 269 | 2.68 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 14,697 | -0.01 | 625 | 2.80 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 19,466 | 2.83 | 827 | 5.75 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 5,178 | 0.00 | 231 | 4.05 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 108,639 | -7.32 | 4,617 | -4.79 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 16,344 | -14.92 | 695 | -12.59 | ||||
| 2026-05-11 | 13F | Commonwealth Retirement Investments LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 8,271 | 0.00 | 351 | 2.63 | ||||
| 2026-05-12 | 13F | Disciplined Investors, L.L.C. | 40,175 | -0.57 | 1,707 | 2.15 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 3,493 | -0.03 | 148 | 2.78 | ||||
| 2026-05-07 | 13F | MA Private Wealth | 21,161 | -7.33 | 899 | -4.77 | ||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 30,989 | -5.93 | 1,317 | -3.38 | ||||
| 2026-04-17 | 13F | Watershed Private Wealth Llc | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 31 | 0.00 | 1 | 0.00 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 48,127 | 87.53 | 2,045 | 92.74 | ||||
| 2026-04-23 | 13F | Lighthouse Wealth Management Inc. | 344,555 | 3.60 | 14,642 | 6.44 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 59,304 | -0.61 | 2,520 | 2.15 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 132 | -38.03 | 6 | -37.50 | ||||
| 2026-05-05 | 13F | PFG Advisors | 12,228 | 5.11 | 520 | 7.90 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 320,077 | -1.08 | 13,799 | 3.11 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 5,106 | -1.20 | 217 | 1.41 | ||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 0 | -100.00 | 0 | |||||
| 2026-02-10 | 13F | WCG Wealth Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 23 | 1 | ||||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 860 | -78.55 | 37 | -78.18 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 166,967 | 90.48 | 7,095 | 95.72 | ||||
| 2026-04-21 | 13F | Maltin Wealth Management, Inc. | 8,147 | -80.92 | 346 | -80.41 | ||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 5,773 | -0.72 | 245 | 2.08 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 453 | 19 | ||||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 192 | 0.00 | 8 | 14.29 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 1,398 | 0.00 | 0 | |||||
| 2026-06-02 | 13F | Norris Financial Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 4,218 | 0.00 | 179 | 2.87 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 176 | 0.00 | 0 | |||||
| 2026-05-05 | 13F | Regions Financial Corp | 7,900 | 336 | ||||||
| 2026-05-15 | 13F | Wealth Preservation Advisors, LLC | 33,274 | -15.52 | 1,414 | -13.26 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 10,526 | -3.69 | 447 | -1.11 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 221,510 | 0.04 | 9,413 | 2.80 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 9,691 | 0.00 | 412 | 2.75 | ||||
| 2026-02-13 | 13F | Kilter Group LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 58,532 | 38.04 | 2,487 | 41.87 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 1,243 | 0.00 | 53 | 1.96 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 5,860 | -1.92 | 249 | 0.81 | ||||
| 2026-05-13 | 13F | Clearwater Capital Advisors, LLC | 8,069 | 0.00 | 343 | 2.70 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 13,580 | 29.64 | 577 | 33.26 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 31,518 | -42.28 | 1,340 | -40.66 | ||||
| 2026-04-13 | 13F | Affinity Capital Advisors, LLC | 7,132 | -14.13 | 303 | -11.66 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 19,188 | -46.17 | 815 | -44.71 | ||||
| 2026-05-08 | 13F | Bokf, Na | 481,203 | 9.34 | 20,449 | 12.34 | ||||
| 2026-02-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | BCR Wealth Strategies, LLC | 26,748 | 19.72 | 1 | |||||
| 2026-05-13 | 13F | Envision Financial Transparency, LLC | 59,136 | 3 | ||||||
| 2026-05-04 | 13F | Nwam Llc | 8,071 | -0.32 | 343 | -0.87 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 1,860 | 0.00 | 79 | 3.95 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 1,232 | -71.18 | 52 | -70.45 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 10,101 | 0.00 | 429 | 2.88 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 17,029 | 46.78 | 724 | 50.94 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 97 | 4 | ||||||
| 2026-05-11 | 13F | Elequin Capital Lp | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 2,794 | 7.63 | 119 | 10.28 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 28,117 | 20.27 | 1,195 | 23.60 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 49,723 | 3.52 | 2,113 | 6.34 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 52,444 | 3.36 | 2,229 | 6.20 | ||||
| 2026-04-20 | 13F | City State Bank | 6,550 | 0.00 | 278 | 2.96 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 538 | -50.82 | 23 | -51.11 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 28 | 0.00 | 1 | 0.00 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 5,772 | -98.07 | 245 | -98.01 | ||||
| 2026-02-13 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Capital Square, LLC | 4,582 | 202 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 207,565 | -6.83 | 8,948 | -2.89 |
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