Estatísticas Básicas
| Proprietários Institucionais | 441 total, 441 long only, 0 short only, 0 long/short - change of 8.11% MRQ |
| Alocação Média no Portfólio | 0.3078 % - change of -1.91% MRQ |
| Ações Institucionais (Longas) | 100,586,737 (ex 13D/G) - change of 0.69MM shares 5.84% MRQ |
| Valor Institucional (Longa) | $ 2,394,589 USD ($1000) |
Propriedade Institucional e Acionistas
iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF (MX:IBDR) tem 441 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 100,586,737 ações. Os maiores acionistas incluem Bank Of America Corp /de/, Hm Payson & Co, Mercer Global Advisors Inc /adv, LPL Financial LLC, Morgan Stanley, Raymond James Financial Inc, Captrust Financial Advisors, Sound View Wealth Advisors Group, LLC, Ameriprise Financial Inc, and Royal Bank Of Canada .
iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF (BMV:IBDR) 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
Veja o Explorador de Propriedade, que fornece uma lista das empresas com melhor classificação.
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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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-29 | 13F | Comerica Bank | 40,719 | -21.91 | 987 | -22.18 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 45,209 | 49.03 | 1,095 | 48.58 | ||||
| 2026-02-11 | 13F | Deutsche Bank Ag\ | 148,989 | -13.06 | 3,610 | -13.30 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 752,932 | 4.02 | 18,243 | 3.72 | ||||
| 2026-02-06 | 13F | Empirical Asset Management, LLC | 15,130 | -32.18 | 367 | -32.47 | ||||
| 2026-02-10 | 13F | American Money Management, LLC | 14,325 | 347 | ||||||
| 2026-01-27 | 13F | Regions Financial Corp | 219,741 | 102.11 | 5,324 | 101.59 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2026-02-13 | 13F | Morgan Stanley | 3,878,527 | 4.59 | 93,977 | 4.29 | ||||
| 2025-11-12 | 13F | Creative Financial Designs Inc /adv | 0 | -100.00 | 0 | |||||
| 2026-02-10 | 13F | Crescent Grove Advisors, LLC | 49,030 | -15.82 | 1,188 | -16.11 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 0 | -100.00 | 0 | |||||
| 2026-02-12 | 13F | Adviser Investments LLC | 8,277 | 0.00 | 201 | -0.50 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 204,516 | -67.12 | 4,943 | -67.20 | ||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 40,574 | 10.96 | 983 | 10.70 | ||||
| 2026-04-01 | 13F | Beacon Financial Group | 77,308 | 9.26 | 1,873 | 8.96 | ||||
| 2026-01-23 | 13F | Gilbert Capital Group, Inc. | 37,652 | -10.56 | 912 | -10.85 | ||||
| 2025-11-13 | 13F | Eight 31 Financial Llc | 0 | -100.00 | 0 | |||||
| 2026-01-23 | 13F | Highland Financial Advisors, LLC | 10,575 | 0.00 | 256 | 0.00 | ||||
| 2026-02-10 | 13F | Spinnaker Trust | 539,916 | 11.12 | 13,082 | 10.81 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 14,660 | 22.41 | 355 | 21.99 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 46,324 | 1,122 | ||||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 10,160 | 246 | ||||||
| 2026-04-15 | 13F | Trust Point Inc. | 9,532 | 231 | ||||||
| 2026-02-11 | 13F | Eldridge Investment Advisors, Inc. | 68,564 | 10.82 | 1,661 | 10.51 | ||||
| 2026-02-03 | 13F | Heartland Bank & Trust Co | 175,441 | 8.87 | 4,251 | 8.56 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 19,622 | 0 | ||||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 23,486 | 538.38 | 569 | 539.33 | ||||
| 2026-01-23 | 13F | Timber Creek Capital Management LLC | 39,650 | 2.74 | 961 | 2.45 | ||||
| 2026-01-26 | 13F | Sonata Capital Group Inc | 147,148 | -1.35 | 3,565 | 118,733.33 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 55,774 | -21.02 | 1,351 | -21.05 | ||||
| 2026-04-03 | 13F | Coastline Trust Co | 6,371 | -13.57 | 154 | -13.48 | ||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 2,520 | 0.00 | 61 | 0.00 | ||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 22,097 | 0.00 | 537 | 0.19 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 95,352 | 5.03 | 2,310 | 4.71 | ||||
| 2026-02-17 | 13F | Prosperity Bancshares Inc | 2,000 | 48 | ||||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 263,933 | 3.72 | 6,395 | 3.43 | ||||
| 2026-02-13 | 13F | Focused Alpha, Llc | 36,305 | 880 | ||||||
| 2026-01-29 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 207 | -4.61 | ||||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 64,986 | 1,575 | ||||||
| 2026-01-21 | 13F | Fulton Breakefield Broenniman Llc | 258,676 | -2.83 | 6,268 | -3.11 | ||||
| 2026-02-13 | 13F | AlTi Global, Inc. | 63,400 | 0.00 | 1,536 | -0.26 | ||||
| 2026-04-17 | 13F | Kennebec Savings Bank | 665 | 0.00 | 16 | 0.00 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 385,152 | 170.13 | 9,336 | 170.30 | ||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 228,110 | 7.01 | 5,529 | 7.05 | ||||
| 2025-10-28 | 13F | First National Corp /ma/ /adv | 17,562 | 0.00 | 426 | 0.00 | ||||
| 2026-02-06 | 13F | Commonwealth Financial Services, LLC | 85,229 | 15.54 | 2,065 | 15.23 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 830,956 | 0.74 | 20,134 | 0.45 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 5,770 | 140 | ||||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 79,971 | 0.00 | 1,938 | -0.31 | ||||
| 2026-01-27 | 13F | Probity Advisors, Inc. | 207,223 | 28.18 | 5,021 | 27.83 | ||||
| 2026-02-10 | 13F | Arcadia Investment Management Corp/mi | 1,500 | -66.67 | 36 | -66.97 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 2,947 | -6.95 | 71 | -6.58 | ||||
| 2026-02-17 | 13F/A | Tableaux Llc | 21,418 | 0.11 | 519 | 0.00 | ||||
| 2026-03-09 | 13F | Rubicon Advisors, GP | 2,375 | |||||||
| 2025-10-21 | 13F | Vishria Bird Financial Group, LLC | 86,973 | 2,113 | ||||||
| 2026-02-13 | 13F | Stifel Financial Corp | 369,292 | -41.02 | 8,948 | -41.19 | ||||
| 2026-02-03 | 13F | Bokf, Na | 2,069 | 50 | ||||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 1,211 | 0.00 | 29 | 0.00 | ||||
| 2026-01-22 | 13F | Iron Financial, LLC | 155,305 | 1.12 | 3,763 | 0.83 | ||||
| 2026-04-13 | 13F | Cypress Point Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-13 | 13F | Venture Visionary Partners LLC | 829,557 | 11.34 | 20,244 | 11.82 | ||||
| 2026-02-06 | 13F | FourThought Financial Partners, LLC | 42,896 | 46.35 | 1,039 | 45.93 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 18,824 | 7.38 | 456 | 7.04 | ||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 800 | 0.00 | 19 | 0.00 | ||||
| 2026-01-27 | 13F | Duncker Streett & Co Inc | 23,894 | 0.00 | 579 | -0.34 | ||||
| 2026-02-02 | 13F | Alliance Wealth Advisors, LLC /UT | 34,557 | -19.01 | 837 | -19.21 | ||||
| 2026-03-06 | 13F | Brighton Securities Corp. | 109,522 | 2,654 | ||||||
| 2026-01-29 | 13F | Calamos Wealth Management LLC | 9,060 | 0.00 | 220 | -0.45 | ||||
| 2026-02-10 | 13F | Weaver Consulting Group | 149,939 | -4.50 | 3,633 | -4.77 | ||||
| 2026-01-15 | 13F | Rebalance, Llc | 772,737 | 9.98 | 18,723 | 9.66 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 20,314 | 12.47 | 492 | 12.33 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100.00 | 0 | |||||
| 2026-02-10 | 13F | Blue Barn Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 557,348 | 7.86 | 13,505 | 7.55 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 823 | 0.00 | 20 | 0.00 | ||||
| 2026-04-07 | 13F | Eastern Bank | 1,440 | 0.00 | 35 | 0.00 | ||||
| 2026-02-09 | 13F | MTM Investment Management, LLC | 2,000 | 0.00 | 48 | 0.00 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 4,260 | 15.01 | ||||||
| 2026-04-16 | 13F | Pine Haven Investment Counsel, Inc | 15,200 | 3.40 | 368 | 3.37 | ||||
| 2026-01-29 | 13F | Scissortail Wealth Management, LLC | 115,189 | 7.92 | 2,791 | 7.64 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 372,176 | 166.38 | 9 | 200.00 | ||||
| 2026-02-12 | 13F | Keeler THomas Management LLC | 375,082 | 9,088 | -6.33 | |||||
| 2026-01-23 | 13F | Ritholtz Wealth Management | 12,030 | 0.24 | 291 | 0.00 | ||||
| 2026-02-11 | 13F | Bradley & Co. Private Wealth Management, LLC | 625 | 0.00 | 15 | 0.00 | ||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 780 | -97.55 | 19 | -97.67 | ||||
| 2026-02-03 | 13F | Koshinski Asset Management, Inc. | 14,057 | 5.29 | 341 | 4.94 | ||||
| 2026-04-13 | 13F | Mlp3, Llc | 240 | |||||||
| 2026-02-11 | 13F | MCF Advisors LLC | 229,106 | -25.18 | 5,551 | -25.39 | ||||
| 2026-02-02 | 13F | KPP Advisory Services LLC | 15,115 | 21.57 | 366 | 21.19 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 21,307 | 516 | ||||||
| 2026-02-13 | 13F | Gould Asset Management Llc /ca/ | 56,560 | 0.59 | 1,370 | 0.29 | ||||
| 2026-02-02 | 13F | Dudley Capital Management, Llc | 47,292 | 93.82 | 1,146 | 93.41 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 330,066 | -10.56 | 7,998 | -10.72 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 361,295 | 0.00 | 8,754 | 0.00 | ||||
| 2026-01-27 | 13F | Smith, Salley & Associates | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Blue Square Asset Management, Llc | 48,420 | -1.89 | 1,174 | -1.84 | ||||
| 2026-01-14 | 13F | Spire Wealth Management | 19,667 | 17.74 | 477 | 17.53 | ||||
| 2025-11-17 | 13F | WJ Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 29,874 | 37.68 | 724 | 37.90 | ||||
| 2026-02-17 | 13F | Stony Point Wealth Management Inc. | 14,615 | 9.16 | 354 | 8.92 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 484,335 | -22.12 | 11,735 | -22.19 | ||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 142,738 | 3.00 | 3,460 | 3.04 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 326,570 | 54.18 | 7,913 | 53.72 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 249,666 | 2.81 | 6,098 | 3.34 | ||||
| 2026-02-12 | 13F | Valley Forge Investment Consultants Inc Adv | 13,672 | 1.05 | 331 | 0.91 | ||||
| 2026-01-29 | 13F | Klingman & Associates, LLC | 712,284 | -11.28 | 17,259 | -11.54 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 214,311 | 16.67 | 5,193 | 16.33 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 42,967 | -25.76 | 1,042 | -25.62 | ||||
| 2026-02-11 | 13F | Montis Financial, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 85,316 | 9.19 | 2,067 | 8.90 | ||||
| 2026-01-15 | 13F | McGlone Suttner Wealth Management, Inc. | 161,878 | 24.58 | 3,922 | 24.23 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 57,280 | -1.90 | 1,388 | -1.84 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 161,252 | -43.05 | 3,907 | -43.21 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 74,440 | 0.42 | 1,804 | 0.11 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 4,140 | 0.00 | 100 | 0.00 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 104,537 | 164.64 | 2,533 | 164.03 | ||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 1,140,545 | -13.49 | 27,647 | -13.45 | ||||
| 2026-01-08 | 13F | MKT Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 130,272 | 7.09 | 3,156 | 6.80 | ||||
| 2026-01-29 | 13F | Resonant Capital Advisors, LLC | 258,186 | 4.45 | 6,256 | 4.15 | ||||
| 2026-02-02 | 13F | Riverstone Advisors, LLC | 19,521 | 0.60 | 473 | 0.21 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 23,748 | 3.95 | 575 | 3.60 | ||||
| 2026-02-17 | 13F | Hyposwiss Advisors SA | 1,035 | 25 | ||||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 220,573 | -0.22 | 5,338 | -0.52 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 77,976 | 7.94 | 1,890 | 8.00 | ||||
| 2026-02-13 | 13F | Wiregrass Investment Management Llc | 15,700 | 380 | ||||||
| 2026-02-10 | 13F | Black Swift Group, LLC | 66,665 | -12.64 | 1,615 | -12.89 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 229,501 | -4.26 | 6 | 0.00 | ||||
| 2026-02-11 | 13F | Trust Co of Kansas | 13,973 | 0 | ||||||
| 2026-04-14 | 13F | Drive Wealth Management, Llc | 126,419 | -14.54 | 3,064 | -14.51 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 774,107 | 10.25 | 18,757 | 9.93 | ||||
| 2026-02-17 | 13F | Stokes Family Office, LLC | 40,843 | 0.00 | 990 | -0.30 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 23,808 | 0.00 | 1 | |||||
| 2026-02-17 | 13F | Greenline Partners, LLC | 123,877 | -33.28 | 3,002 | -33.47 | ||||
| 2026-01-29 | 13F | Integras Partners LLC | 265,970 | 2.59 | 6,444 | 2.30 | ||||
| 2026-02-13 | 13F | 10Elms LLP | 46,299 | -5.34 | 1,122 | -5.64 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 2,917,315 | 94.68 | 70,687 | 94.12 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 462 | -94.30 | ||||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 106,627 | -2.39 | 2,585 | -2.34 | ||||
| 2026-01-14 | 13F | J. L. Bainbridge & Co., Inc. | 9,148 | 0.00 | 222 | -0.45 | ||||
| 2026-01-26 | 13F | Virginia Wealth Management Group, Inc. | 200,585 | 3.21 | 4,860 | 2.92 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 13,642 | 0.00 | 331 | -0.30 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 5,999 | -4.43 | ||||||
| 2026-02-18 | 13F | Kastel Capital Advisors, LLC | 22,464 | 544 | ||||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 1,326 | 18.82 | ||||||
| 2026-02-06 | 13F | Great Diamond Partners, LLC | 142,789 | 34.02 | 3,460 | 33.60 | ||||
| 2026-02-12 | 13F | Lbmc Investment Advisors, Llc | 5,155 | 11.03 | ||||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 27,599 | 0.00 | 669 | 0.15 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 82,937 | -3.59 | 2,010 | -3.88 | ||||
| 2025-11-14 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2026-02-12 | 13F | Livet Wealth, LLC | 61,527 | 1,491 | ||||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 165 | 1.23 | 0 | |||||
| 2026-02-11 | 13F | Cooper/haims Advisors, Llc | 12,706 | 0.00 | 308 | -0.32 | ||||
| 2026-01-23 | 13F | First PREMIER Bank | 315 | 0.00 | 0 | |||||
| 2026-02-05 | 13F | Hills Bank & Trust Co | 64,487 | 279.00 | 1,563 | 278.21 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 24,864 | 0.00 | 602 | -0.33 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 17,122 | -29.77 | 415 | -30.07 | ||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 159,018 | 30.55 | 3,853 | 30.21 | ||||
| 2026-02-06 | 13F | Harbor Advisory Corp /ma/ | 67,891 | 6.26 | 1,645 | 5.93 | ||||
| 2026-04-17 | 13F | Robbins Farley Llc | 1,580 | 0.00 | 38 | 0.00 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 0 | -100.00 | 0 | |||||
| 2026-02-09 | 13F | Summitry Llc | 11,568 | -2.80 | 280 | -3.11 | ||||
| 2026-01-15 | 13F | One + One Wealth Management, Llc | 59,602 | 1.39 | 1,444 | 1.12 | ||||
| 2026-02-06 | 13F | Aviance Capital Partners, LLC | 198,965 | 4,821 | ||||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 12,660 | 77.21 | 0 | |||||
| 2026-01-29 | 13F | First Interstate Bank | 30,798 | 0.00 | 746 | -0.27 | ||||
| 2026-01-30 | 13F | AMG National Trust Bank | 11,598 | 0.00 | 281 | 0.00 | ||||
| 2026-01-23 | 13F | Ogorek Anthony Joseph /ny/ /adv | 450 | -0.44 | 0 | |||||
| 2026-02-04 | 13F | Gratus Wealth Advisors, LLC | 1,436,539 | 5.14 | 34,807 | 4.84 | ||||
| 2026-01-30 | 13F | Laurel Wealth Advisors LLC | 252,502 | -0.44 | 6,118 | -0.71 | ||||
| 2026-02-11 | 13F | Hamel Associates, Inc. | 238,950 | 5,790 | ||||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 1,486,976 | 2.06 | 36,030 | 1.77 | ||||
| 2026-01-22 | 13F | Yoder Wealth Management, Inc. | 12,950 | 17.73 | 314 | 17.23 | ||||
| 2026-02-04 | 13F | Foundry Financial Group, Inc. | 81,155 | -27.94 | 1,966 | -28.14 | ||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 8,493 | 0.00 | 0 | |||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 37,600 | 12.83 | 911 | 12.61 | ||||
| 2026-01-20 | 13F | SOA Wealth Advisors, LLC. | 68 | 0.00 | 2 | 0.00 | ||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 12,263 | 297 | ||||||
| 2026-02-09 | 13F | Leavell Investment Management, Inc. | 372,071 | 10.60 | 9,015 | 10.29 | ||||
| 2026-01-26 | 13F | Strid Group, LLC | 589,521 | 2.62 | 14,284 | 2.32 | ||||
| 2026-01-16 | 13F | Oldfather Financial Services, LLC | 31,107 | 0.00 | 754 | -0.26 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 217,067 | -31.83 | 5,260 | -32.04 | ||||
| 2026-02-17 | 13F | Peloton Wealth Strategists | 301,825 | -0.75 | 7 | 0.00 | ||||
| 2026-02-09 | 13F | PSI Advisors, LLC | 45,226 | 90.02 | 1,096 | 89.45 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 10,413 | -2.65 | 252 | -3.46 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 10,033 | 3.48 | 243 | 3.40 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 0 | -100.00 | ||||||
| 2026-02-13 | 13F | Northwest Bancshares, Inc. | 60,967 | -1.68 | 1,477 | -1.93 | ||||
| 2025-10-24 | 13F | Hemington Wealth Management | 1,327 | 0.00 | 0 | |||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 1,670 | 0.00 | 40 | 0.00 | ||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 325,923 | -3.13 | 7,900 | -3.13 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 7,535 | 0.01 | 183 | -0.55 | ||||
| 2026-01-29 | 13F | Mattern Capital Management, Llc | 22,870 | 0.00 | 554 | -0.18 | ||||
| 2026-04-07 | 13F | SMI Advisory Services, LLC | 32,858 | 4.55 | 794 | 4.34 | ||||
| 2026-02-11 | 13F | Stonebrook Private Inc. | 130,430 | 3,160 | ||||||
| 2026-04-03 | 13F | Adirondack Trust Co | 32,799 | -1.04 | 795 | -1.00 | ||||
| 2026-02-12 | 13F | Reliant Wealth Planning | 56,432 | 1.80 | 1,367 | 1.48 | ||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 5,345 | -4.31 | 130 | -4.44 | ||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 84,593 | 2.66 | 2,051 | 2.71 | ||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 16,221 | -39.83 | 393 | -40.00 | ||||
| 2026-01-29 | 13F | James Investment Research Inc | 73,593 | 1,783 | ||||||
| 2026-02-04 | 13F | Certior Financial Group, Llc | 9,310 | 226 | ||||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 148,775 | 50.18 | 3,605 | 49.73 | ||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 40,637 | 30.17 | 1 | |||||
| 2026-02-12 | 13F | Bank of Jackson Hole Trust | 0 | -100.00 | 0 | |||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 6,404 | -5.52 | 155 | -5.49 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 982,857 | 275.60 | 23,815 | 274.55 | ||||
| 2026-01-16 | 13F | Wealth Advisory Solutions, LLC | 11,426 | 5.44 | 277 | 4.94 | ||||
| 2026-02-02 | 13F | Oak Harbor Wealth Partners, Llc | 8,338 | 202 | ||||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 3,000 | -55.22 | 73 | -55.56 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 4,136,377 | 15.52 | 100,262 | 15.23 | ||||
| 2026-01-23 | 13F | Nbt Bank N A /ny | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 15,483 | -44.45 | 375 | -44.44 | ||||
| 2026-02-02 | 13F | Balentine LLC | 276,815 | 39.87 | 6,707 | 39.47 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 5,992 | 33.96 | 145 | 34.26 | ||||
| 2026-01-21 | 13F | Beaumont Asset Management, L.L.C. | 264,526 | 10.07 | 6,409 | 9.76 | ||||
| 2026-02-09 | 13F | Robinson Smith Wealth Advisors Llc | 28,252 | 0.00 | 685 | -0.29 | ||||
| 2026-02-06 | 13F | Summit Wealth Group, LLC | 28,806 | 698 | ||||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 34,230 | 9.92 | 829 | 9.66 | ||||
| 2026-02-09 | 13F | Summit Asset Management, LLC | 20,623 | -97.11 | 500 | -97.12 | ||||
| 2026-02-17 | 13F | First Manhattan Co | 0 | -100.00 | 0 | |||||
| 2026-01-26 | 13F | Cwm, Llc | 586,464 | -2.49 | 14 | 0.00 | ||||
| 2026-01-27 | 13F | Penobscot Investment Management Company, Inc. | 112,522 | 105.17 | 2,726 | 104.65 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 1,396,686 | 11.54 | 33,842 | 11.22 | ||||
| 2026-02-11 | 13F | Madden Advisory Services, Inc. | 316,590 | 7,671 | 7.91 | |||||
| 2026-04-10 | 13F | Novem Group | 9,475 | 230 | ||||||
| 2026-01-23 | 13F | Legacy Bridge, LLC | 1,392 | -11.17 | 34 | -13.16 | ||||
| 2026-02-17 | 13F | Covington Investment Advisors Inc. | 101,270 | 18.64 | 2 | 0.00 | ||||
| 2026-02-02 | 13F | Riverchase Wealth Management, Llc | 105,279 | 7.85 | 2,551 | 7.50 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 1,215,913 | -3.12 | 29,462 | -3.40 | ||||
| 2026-02-24 | 13F | MidFirst Bank | 70,530 | 1,709 | ||||||
| 2026-02-18 | 13F | Crusonia Wealth Advisors LLC | 8,970 | 217 | ||||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 161,896 | -0.71 | 3,924 | -0.66 | ||||
| 2026-02-20 | 13F | Wick Capital Partners, LLC | 7,641 | -97.45 | 10,816 | 48.82 | ||||
| 2026-02-12 | 13F | Woodley Farra Manion Portfolio Management Inc | 22,952 | 16.79 | 556 | 16.56 | ||||
| 2026-02-10 | 13F | Black Cypress Capital Management, LLC | 3,500 | 1.98 | 85 | 1.20 | ||||
| 2025-10-23 | 13F | Creative Capital Management Investments LLC | 0 | -100.00 | 0 | |||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 12,109 | 293 | ||||||
| 2026-04-07 | 13F | InvesTrust | 324,114 | -2.85 | 7,857 | -2.81 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 1,077,263 | 20.97 | 26,102 | 20.62 | ||||
| 2026-01-21 | 13F | Crews Bank & Trust | 227,620 | 1.94 | 5,515 | 1.66 | ||||
| 2026-01-26 | 13F | Provenance Wealth Advisors, LLC | 21,768 | -33.40 | 527 | -33.63 | ||||
| 2025-10-21 | 13F | Capital Advisors Inc/ok | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 4,190,511 | -2.16 | 101,578 | -2.12 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 639,888 | 44.97 | 15,504 | 44.56 | ||||
| 2026-01-23 | 13F | Actinver Wealth Management, Inc. | 23,002 | -7.70 | 557 | -7.93 | ||||
| 2026-01-28 | 13F/A | TABR Capital Management, LLC | 977,298 | -8.81 | 23,680 | -9.00 | ||||
| 2026-02-10 | 13F | Kesler, Norman & Wride, LLC | 337,230 | 29.34 | 8,171 | 30.22 | ||||
| 2026-01-30 | 13F | United Community Bank | 0 | -100.00 | 0 | |||||
| 2026-02-05 | 13F | Arrow Financial Corp | 577,982 | 3.37 | 14,005 | 3.07 | ||||
| 2026-04-14 | 13F | Howland Capital Management Llc | 1,328,040 | -0.91 | 32,192 | -0.87 | ||||
| 2026-02-05 | 13F | Mesirow Financial Investment Management, Inc. | 445,591 | -21.77 | 10,797 | -22.00 | ||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 97,424 | 5.54 | 2,361 | 5.22 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 31,030 | -1.27 | 752 | -1.18 | ||||
| 2026-01-28 | 13F | Schmidt P J Investment Management Inc | 14,566 | -0.05 | 353 | -0.56 | ||||
| 2026-02-11 | 13F | CNB Bank | 3,736 | 146.11 | 91 | 150.00 | ||||
| 2026-02-03 | 13F | Wesbanco Bank Inc | 54,950 | 1,331 | ||||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 18,654 | 9.71 | 452 | 9.20 | ||||
| 2026-02-09 | 13F | Shufro Rose & Co Llc | 1,191,011 | 9.62 | 28,858 | 9.71 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 46,400 | -4.83 | 1,124 | -5.07 | ||||
| 2026-02-04 | 13F | HORAN Wealth, LLC | 34,108 | -14.94 | 826 | -15.20 | ||||
| 2026-02-04 | 13F | Hallmark Capital Management Inc | 76,015 | 1.00 | 1,842 | 0.71 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 315,386 | 9.27 | 7,642 | 8.95 | ||||
| 2026-02-17 | 13F | Bulltick Wealth Management, LLC | 450,515 | 0.00 | 10,916 | -0.29 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 25,951 | 168.53 | 629 | 168.80 | ||||
| 2025-11-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 318,248 | 348.56 | 7,711 | 347.27 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 9,925 | 0.00 | 241 | 0.00 | ||||
| 2026-01-23 | 13F | Atwater Malick LLC | 33,677 | 3.95 | 816 | 3.56 | ||||
| 2026-02-13 | 13F | Mosaic Family Wealth Partners, Llc | 0 | -100.00 | 0 | |||||
| 2026-01-16 | 13F | Cyr Financial Inc. | 0 | -100.00 | 0 | |||||
| 2025-11-04 | 13F | Woodmont Investment Counsel Llc | 0 | -100.00 | 0 | |||||
| 2026-02-02 | 13F | Sachetta, LLC | 0 | -100.00 | 0 | |||||
| 2026-01-30 | 13F | First Fiduciary Investment Counsel, Inc. | 78,448 | -0.86 | 2 | 0.00 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 14,305 | 0.00 | 347 | -0.29 | ||||
| 2026-02-23 | 13F | Mv Capital Management, Inc. | 721,664 | 10.65 | 17,486 | 10.55 | ||||
| 2026-01-28 | 13F | Walleye Partners, LLC | 14,821 | 359 | ||||||
| 2026-03-04 | 13F | SHP Wealth Management | 275 | 7 | ||||||
| 2026-02-13 | 13F | Element Wealth, LLC | 51,209 | -3.79 | 1,241 | -4.10 | ||||
| 2026-01-21 | 13F | Sowell Financial Services LLC | 205,191 | 6.99 | 4,972 | 6.67 | ||||
| 2026-02-04 | 13F | Centric Wealth Management | 0 | -100.00 | 0 | |||||
| 2026-01-23 | 13F | Kerntke Otto McGlone Wealth Management Group | 26,721 | -0.20 | 647 | -0.46 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 42,221 | -26.17 | 1,023 | -26.14 | ||||
| 2026-02-02 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 10,624 | 257 | ||||||
| 2026-02-05 | 13F | Evergreen Wealth Partners LLC | 13,056 | 316 | ||||||
| 2026-02-09 | 13F | Endowment Wealth Management, Inc. | 62,185 | 1,507 | ||||||
| 2026-02-17 | 13F | Minichmacgregor Wealth Management, Llc | 8,590 | 0.00 | 208 | 0.00 | ||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 12,769 | -1.68 | 310 | -1.59 | ||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 29,178 | -0.01 | 707 | -0.42 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 3,775 | 0.00 | 92 | 0.00 | ||||
| 2026-02-09 | 13F | Koesten, Hirschmann & Crabtree, INC. | 0 | -100.00 | 0 | |||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 17,822 | 432 | ||||||
| 2026-01-28 | 13F | Evergreen Private Wealth LLC | 146,492 | 8.23 | 3,550 | 7.94 | ||||
| 2026-02-10 | 13F | Moors & Cabot, Inc. | 249 | -2.35 | ||||||
| 2026-02-04 | 13F | MONECO Advisors, LLC | 171,543 | -4.30 | 4,156 | -4.57 | ||||
| 2026-01-28 | 13F | Members Wealth Llc | 126,790 | 6.26 | 3,077 | 6.43 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 25,186 | 13.39 | ||||||
| 2026-02-12 | 13F | Foster Dykema Cabot & Partners, Llc | 12,500 | 0.00 | 303 | -0.33 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 31,575 | 4.79 | 765 | 4.79 | ||||
| 2025-10-22 | 13F | CoreCap Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-02-10 | 13F | Houlihan Financial Resource Group, Ltd. | 252,864 | 157.88 | 5,575 | 134.05 | ||||
| 2026-02-17 | 13F | Fmr Llc | 7,293 | 140.14 | 177 | 141.10 | ||||
| 2026-02-10 | 13F | Guidance Point Advisors, LLC | 5,066 | 14.75 | ||||||
| 2026-02-13 | 13F | Silicon Valley Capital Partners | 19,883 | 1.41 | 482 | 1.05 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 27,645 | -2.07 | 670 | -1.90 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 302,955 | 18.15 | 7,341 | 17.82 | ||||
| 2026-04-10 | 13F | Financial Advisory Corp | 14,112 | -5.61 | 342 | -5.52 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 236,679 | -0.47 | 5,735 | -0.76 | ||||
| 2026-02-10 | 13F | Redwood Financial Network Corp | 59,372 | -0.07 | 1,439 | -0.35 | ||||
| 2026-01-22 | 13F | Beacon Financial Planning, Inc | 25,261 | 170.08 | 612 | 169.60 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 12,109 | -10.22 | 293 | -10.40 | ||||
| 2026-01-12 | 13F | Kozak & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2026-01-21 | 13F | Ledyard National Bank | 10,510 | -27.41 | 255 | -27.64 | ||||
| 2026-03-12 | 13F | Winthrop Partners - Wny, Llc | 223,514 | 5,416 | ||||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 48,257 | 1,166 | ||||||
| 2025-11-05 | 13F | Fullcircle Wealth Llc | 15,675 | 0.00 | 380 | 0.26 | ||||
| 2026-01-28 | 13F | HB Wealth Management, LLC | 935 | -2.61 | ||||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 9,760 | 0.00 | 237 | 0.00 | ||||
| 2026-02-12 | 13F | Logan Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 2,500 | 0.00 | 61 | 0.00 | ||||
| 2026-02-06 | 13F | Associated Banc-corp | 111,000 | -7.68 | 2,690 | -7.94 | ||||
| 2026-02-17 | 13F | Evergreen Wealth Solutions, LLC | 90,154 | 10.73 | 2,184 | 10.41 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 29,569 | 0.00 | 717 | 0.00 | ||||
| 2026-01-23 | 13F | Cove Private Wealth, LLC | 33,540 | 813 | 3.18 | |||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 309,783 | 17.46 | 7,509 | 17.51 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 137,313 | 17.05 | 3,328 | 17.10 | ||||
| 2026-01-29 | 13F | Segment Wealth Management, LLC | 60,850 | -2.12 | 1,474 | -2.38 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 15,409 | -2.07 | 373 | -2.36 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 9,766,906 | 5.87 | 236,652 | 5.57 | ||||
| 2026-04-13 | 13F | Stockman Wealth Management, Inc. | 17,071 | -6.04 | 414 | -6.14 | ||||
| 2026-01-26 | 13F | McGuire Investment Group, LLC | 369,565 | 11.39 | 8,955 | 11.06 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 52,676 | -0.04 | 1,277 | 0.00 | ||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 42,527 | 63.64 | 1,030 | 63.23 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 1,544 | 1.38 | 37 | 0.00 | ||||
| 2026-02-06 | 13F | Van Hulzen Asset Management, LLC | 9,368 | 227 | ||||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 2,267 | -85.61 | 55 | -85.86 | ||||
| 2026-02-13 | 13F/A | New England Private Wealth Advisors LLC | 173,052 | 0.90 | 4,193 | 0.62 | ||||
| 2026-01-08 | 13F | Maridea Wealth Management LLC | 9,437 | 229 | ||||||
| 2026-01-27 | 13F | Journey Advisory Group, LLC | 775,428 | 11.68 | 18,789 | 11.36 | ||||
| 2026-01-23 | 13F | Eagle Strategies LLC | 15,475 | 0.97 | 375 | 0.54 | ||||
| 2025-11-10 | 13F | Choate Investment Advisors | 0 | -100.00 | 0 | |||||
| 2026-02-18 | 13F | GWM Advisors LLC | 1,046,723 | 15.64 | 25,362 | 15.31 | ||||
| 2026-04-15 | 13F | Sightline Wealth Advisors, LLC | 103,227 | -36.68 | 2,502 | -36.66 | ||||
| 2025-11-12 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-11-12 | 13F | RFP Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2026-01-28 | 13F | Delta Wealth Advisors LLC | 167,287 | 4,053 | ||||||
| 2026-02-11 | 13F | Straight Path Wealth Management | 33,964 | 21.20 | 823 | 20.88 | ||||
| 2026-02-18 | 13F | Vident Advisory, LLC | 753 | -50.20 | ||||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 231,436 | -1.78 | 5,608 | -2.06 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 228,308 | 1.06 | 6 | 0.00 | ||||
| 2026-04-10 | 13F | Windsor Capital Management, LLC | 9,606 | -4.97 | ||||||
| 2026-04-14 | 13F | LifePlan Financial, LLC | 54,921 | -34.03 | 1,331 | -34.01 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 9,696 | 236 | ||||||
| 2026-02-17 | 13F | Creative Planning | 205,359 | 11.55 | 4,976 | 11.22 | ||||
| 2026-02-13 | 13F | Hurley Capital, LLC | 52,386 | -2.78 | 1,269 | -3.06 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 485 | 0.00 | 0 | |||||
| 2026-02-03 | 13F | Sigma Investment Counselors Inc | 1,204,934 | 2.47 | 29,196 | 2.17 | ||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 72,579 | 1,759 | -8.72 | |||||
| 2026-01-29 | 13F | UMA Financial Services, Inc. | 7,060 | 0.00 | 171 | 0.00 | ||||
| 2026-04-07 | 13F/A | Round Rock Advisors, LLC | 109,909 | 0.16 | 2,663 | -0.11 | ||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 22,205 | 33.12 | 538 | 32.84 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 306,232 | 5.96 | 7,423 | 6.01 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 481,235 | 21.35 | 11,665 | 21.41 | ||||
| 2026-01-27 | 13F | Arcataur Capital Management LLC | 66,548 | -0.76 | 1,612 | -1.04 | ||||
| 2026-04-09 | 13F | OFS Enterprise LLC | 31,107 | 754 | ||||||
| 2026-01-28 | 13F | Migdal Insurance & Financial Holdings Ltd. | 16,220 | 0 | ||||||
| 2026-01-15 | 13F | 4J Wealth Management LLC | 85,795 | 25.56 | 2,079 | 25.18 | ||||
| 2026-01-28 | 13F | Accretive Wealth Partners, LLC | 48,328 | 252.19 | 1,171 | 251.35 | ||||
| 2026-02-04 | 13F | Buttonwood Financial Advisors Inc. | 11,658 | -0.88 | 282 | -1.05 | ||||
| 2026-02-05 | 13F | Pacitti Group Inc. | 30,870 | 1.77 | 748 | 1.36 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 413,069 | 25.67 | 10,009 | 25.30 | ||||
| 2026-02-13 | 13F | Fortis Capital Management LLC | 81,915 | 3.06 | 1,985 | 2.74 | ||||
| 2026-02-09 | 13F | First National Trust Co | 383,441 | 18.99 | 9,291 | 18.65 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 8,212 | 199 | -34.87 | |||||
| 2026-01-27 | 13F | Autumn Glory Partners, LLC | 27,565 | 0.22 | 668 | -0.15 | ||||
| 2026-01-28 | 13F | Caliber Wealth Management, LLC / KS | 8,436 | 0.27 | 204 | 0.00 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 12,312 | 0.00 | 298 | 0.00 | ||||
| 2026-04-08 | 13F | Tlwm | 35,730 | 0.00 | 866 | 0.12 | ||||
| 2026-04-17 | 13F | Trinity Wealth Management, LLC | 9,708 | 0.00 | 235 | 0.00 | ||||
| 2026-02-17 | 13F | Hancock Whitney Corp | 185,529 | -1.11 | 4,495 | -1.40 | ||||
| 2025-11-04 | 13F | L.m. Kohn & Company | 16,831 | -2.92 | 409 | -2.86 | ||||
| 2026-02-10 | 13F | Greenspring Advisors, LLC | 10,758 | 261 | ||||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 220,392 | -11.53 | 5,331 | -11.68 | ||||
| 2026-01-28 | 13F | Alesco Advisors Llc | 8,325 | 0.00 | 202 | -0.50 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1,298,892 | 61.40 | 31,472 | 60.94 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 5,075 | -1.51 | 123 | -2.40 | ||||
| 2026-04-14 | 13F | Twin Cities Retirement Group LLC | 35,872 | 0.47 | 870 | 0.46 | ||||
| 2026-04-13 | 13F | Lee Financial Co | 19,330 | 469 | 0.00 | |||||
| 2026-01-22 | 13F | Willis Johnson & Associates, Inc. | 13,440 | 0.00 | 326 | -0.31 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 10,408 | 252 | ||||||
| 2026-02-13 | 13F | J.E. Simmons & Co., P.C. | 10,780 | 261 | ||||||
| 2025-10-24 | 13F | Avion Wealth | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Conrad Siegel Investment Advisors, Inc. | 70,095 | 42.32 | 1,699 | 42.41 | ||||
| 2026-01-15 | 13F | ADG Wealth Management Group, LLC | 33,327 | 8.76 | 808 | 8.47 | ||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 50,792 | 0.31 | 1,231 | 0.41 | ||||
| 2026-01-21 | 13F | Leo Wealth, LLC | 135,674 | 57.56 | 3,287 | 57.12 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 154,492 | 47.09 | 3,743 | 46.84 | ||||
| 2026-03-12 | 13F | Farmers National Bank | 57,183 | 6.46 | 1,386 | 6.13 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 4,614 | -10.10 | ||||||
| 2025-11-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | -100.00 | 0 | |||||
| 2026-02-10 | 13F | Calton & Associates, Inc. | 10,385 | -5.94 | 252 | -6.34 | ||||
| 2025-11-03 | 13F | Summit Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-12 | 13F | Cowa, Llc | 817,998 | 19,195 | 15.74 | |||||
| 2026-01-20 | 13F | Monticello Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-01-20 | 13F | Moseley Investment Management Inc | 411,130 | 2.27 | 9,962 | 1.98 | ||||
| 2026-02-17 | 13F/A | Sentinus, LLC | 18,253 | 442 | ||||||
| 2026-02-13 | 13F | Citigroup Inc | 14 | 0 | ||||||
| 2026-01-14 | 13F | Matthew Goff Investment Advisor, LLC | 0 | -100.00 | 0 | |||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 10,462 | 1.05 | 254 | 0.80 | ||||
| 2025-11-13 | 13F | Banque Cantonale Vaudoise | 0 | -100.00 | 0 | |||||
| 2026-01-07 | 13F | Harbor Investment Advisory, Llc | 98,236 | 19.39 | 2,380 | 19.06 | ||||
| 2026-02-17 | 13F | Align Financial, LLC | 88,343 | 88 | ||||||
| 2026-02-05 | 13F | Tfo-tdc, Llc | 98,935 | 0.85 | 2,397 | 0.59 | ||||
| 2026-01-27 | 13F | TFR Capital, LLC. | 80,324 | 52.98 | 1,946 | 52.63 | ||||
| 2026-02-12 | 13F | Betterment LLC | 9,814 | 9.17 | 0 | |||||
| 2026-04-13 | 13F | Trust Co | 12,153 | 0.33 | 295 | 0.34 | ||||
| 2026-01-13 | 13F | Mayflower Financial Advisors, LLC | 53,106 | 43.56 | 1,287 | 43.21 | ||||
| 2026-02-10 | 13F | BKD Wealth Advisors, LLC | 132,123 | 18.14 | 3,201 | 17.81 | ||||
| 2026-02-05 | 13F | Littlejohn Financial Services, Inc. | 36,025 | 0.87 | 873 | 0.58 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 1,485,934 | -1.13 | 36,004 | -1.42 | ||||
| 2026-02-11 | 13F | Fortune Financial Group, Inc. | 8,537 | 0 | ||||||
| 2026-04-13 | 13F | Breachway Investments LLC | 133,607 | 5.15 | 3,223 | 4.68 | ||||
| 2026-02-04 | 13F | Cannon Financial Strategists, Inc. | 40,292 | 1.25 | 976 | 1.04 | ||||
| 2026-02-09 | 13F | Wellington Shields & Co., LLC | 14,420 | 349 | ||||||
| 2026-01-28 | 13F | Barrett & Company, Inc. | 28,512 | 0.04 | 691 | -0.29 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 86,955 | -0.40 | ||||||
| 2026-02-11 | 13F | LPL Financial LLC | 4,047,513 | 18.60 | 98,071 | 18.26 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 9,399 | 0.00 | 228 | 0.00 | ||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 14,724 | 26.29 | 282 | -0.35 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 43,411 | 1,052 | 90.40 | |||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 729 | 18 | ||||||
| 2026-03-17 | 13F | Cornerstone Planning, LLC | 595,283 | 289.93 | 14,438 | 292.98 | ||||
| 2026-02-11 | 13F | Dorsey & Whitney Trust CO LLC | 22,000 | -15.38 | 533 | -15.53 | ||||
| 2026-01-22 | 13F | Centennial Advisors, LLC | 104,379 | 2,529 | ||||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 4,842 | 0.00 | 117 | 0.00 | ||||
| 2026-01-22 | 13F | Paradigm, Strategies in Wealth Management, LLC | 50,010 | -12.51 | 1,212 | -12.75 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 2,583 | 0.00 | 0 | |||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 618,381 | 14.26 | 14,990 | 14.32 | ||||
| 2026-02-06 | 13F | Csenge Advisory Group | 11,456 | 278 | ||||||
| 2026-02-11 | 13F | Cornerstone Financial Group, LLC /NE/ | 10,228 | 1.41 | 248 | 0.82 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 370,904 | 368.69 | 8,987 | 367.34 | ||||
| 2026-02-12 | 13F | Godshalk Welsh Capital Management, Inc. | 84,375 | 9.36 | 2,044 | 9.07 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 952 | 8.68 | 23 | 9.52 | ||||
| 2026-01-13 | 13F | Kathmere Capital Management, LLC | 1,278,379 | -0.77 | 30,975 | -1.06 | ||||
| 2026-02-05 | 13F | Cornerstone Wealth Management, LLC | 13,593 | 329 | ||||||
| 2026-04-06 | 13F | IFS Advisors, LLC | 967,802 | 3.38 | 23,460 | 3.43 | ||||
| 2026-04-01 | 13F | Confluence Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 953 | -9.25 | ||||||
| 2026-01-27 | 13F | Steele Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 3,240,308 | 20.46 | 78,513 | 20.11 | ||||
| 2026-02-17 | 13F | Boreal Capital Management LLC | 0 | 63 | -1.59 | |||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 395,319 | 5.26 | 9,583 | 5.30 | ||||
| 2026-04-13 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 2,000 | 0.00 | 48 | 0.00 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 62,234 | 1,509 | ||||||
| 2026-01-29 | 13F | 4Thought Financial Group Inc. | 186,110 | 4.47 | 4,509 | 4.18 | ||||
| 2026-02-11 | 13F | Lyell Wealth Management, Lp | 498,249 | 14.58 | 12,073 | 14.24 | ||||
| 2026-01-21 | 13F | NovaPoint Capital, LLC | 651,647 | 600.06 | 15,789 | 598.32 | ||||
| 2026-04-08 | 13F | Nestegg Advisors, Inc. | 9,322 | -59.62 | 226 | -59.75 | ||||
| 2026-04-16 | 13F | Beese Fulmer Investment Management, Inc. | 147,979 | -2.69 | 3,587 | -2.63 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | River's Edge Wealth Management, Llc | 32,202 | 781 | ||||||
| 2026-02-06 | 13F | Ferguson Johnson Wealth Management Inc | 12,593 | 0 | ||||||
| 2026-02-13 | 13F | Barclays Plc | 0 | -100.00 | 0 | |||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-04 | 13F | Summit Wealth Group Llc / Co | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-02-06 | 13F | Baron Silver Stevens Financial Advisors, Llc | 68,276 | 0.30 | 1,654 | 0.00 | ||||
| 2026-02-05 | 13F | Rossmore Private Capital | 94,585 | 21.79 | 2,292 | 21.41 | ||||
| 2026-02-13 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 10,070 | -95.16 | 244 | -95.19 | ||||
| 2026-02-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 11,869 | -0.44 | ||||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 6,261 | 189.33 | 152 | 190.38 | ||||
| 2026-02-09 | 13F | Glenview Trust Co | 660,350 | 0.37 | 16,000 | 0.09 | ||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 621 | 0.00 | 15 | 0.00 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 23,637 | -25.71 | 571 | -25.84 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 14,764 | 131.63 | 358 | 131.82 | ||||
| 2026-04-15 | 13F | Sarver Vrooman Wealth Advisors | 3,038 | -99.84 | 74 | -99.84 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 35,485 | 9.56 | 860 | 9.15 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 543,836 | 8.44 | 13,177 | 8.12 | ||||
| 2026-02-06 | 13F | Wrapmanager Inc | 78,843 | -17.63 | 1,910 | -17.85 | ||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 30 | 0.00 | 1 | |||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1,408,626 | 25.45 | 34,131 | 126,311.11 | ||||
| 2026-02-02 | 13F | JDM Financial Group LLC | 27,930 | -18.93 | 677 | -19.24 | ||||
| 2026-01-27 | 13F | Foundation Wealth Management, LLC | 3,734 | 0.05 | ||||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 27,287 | 0.41 | 661 | 0.76 | ||||
| 2026-02-04 | 13F | Advisor OS, LLC | 9,109 | 221 | ||||||
| 2026-01-08 | 13F | Sound View Wealth Advisors Group, LLC | 2,013,302 | 11.68 | 48,782 | 11.36 | ||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 3,151 | 7.03 | 76 | 7.04 | ||||
| 2026-02-13 | 13F | Northstar Group, Inc. | 13,138 | 2.07 | ||||||
| 2026-02-13 | 13F | STAR Financial Bank | 32,481 | -4.64 | 787 | -4.84 | ||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 2,359 | 0.64 | 57 | 1.79 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 13,090 | -27.37 | 317 | -27.46 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 16,352 | 0.00 | 396 | 0.00 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 9,110 | 221 | ||||||
| 2026-03-02 | 13F | Cfo Capital Management Llc | 9,305 | 225 | ||||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-05 | 13F | High Note Wealth, LLC | 19,010 | 705.51 | 461 | 707.02 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 15,294 | 371 | ||||||
| 2026-02-14 | 13F | American Trust | 22,590 | 2.86 | 547 | 2.63 | ||||
| 2025-11-06 | 13F | Roman Butler Fullerton & Co | 210 | -6.70 | ||||||
| 2026-01-07 | 13F | Gilbert & Cook, Inc. | 27,407 | 664 | ||||||
| 2026-04-01 | 13F | Signature Wealth Management Group | 232,146 | -1.11 | 5,627 | -1.07 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 1,066 | -0.65 | 26 | 0.00 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 544,053 | -14.54 | 13,188 | -14.51 | ||||
| 2026-02-11 | 13F | Dearborn Partners Llc | 25,296 | -1.06 | 613 | -1.45 | ||||
| 2026-02-13 | 13F | Jacobi Capital Management LLC | 14,637 | -3.01 | 355 | -3.28 | ||||
| 2026-04-02 | 13F | Horizons Wealth Management | 10,683 | -9.94 | 259 | -10.10 | ||||
| 2026-01-20 | 13F | Princeton Global Asset Management LLC | 27,034 | 34.31 | 655 | 33.95 | ||||
| 2026-02-02 | 13F | Oppenheimer & Co Inc | 15,687 | 7.99 | 380 | 7.95 | ||||
| 2026-01-22 | 13F | Granite Harbor Advisors, Inc. | 23,263 | -52.34 | 564 | -52.53 |
Other Listings
| US:IBDR | US$ 24,22 |
