IBDR - iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF Ações - Preço das Ações, Propriedade Institucional, Acionistas (BMV)

iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
MX ˙ BMV ˙ US46435GAA04
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%.

MX:IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF Institutional Ownership
Pontuação do Sentimento do Fundo

A Pontuação do Sentimento do Fundo (anteriormente conhecida como Pontuação de Acumulação de Propriedade) identifica as ações que estão sendo mais compradas pelos fundos. É o resultado de um modelo quantitativo sofisticado e multifatorial que identifica empresas com os maiores níveis de acumulação institucional. O modelo de pontuação utiliza uma combinação do aumento total em proprietários divulgados, as mudanças nas alocações de portfólio desses proprietários e outras métricas. O número varia de 0 a 100, com números mais altos indicando um nível maior de acumulação em relação aos seus pares, sendo 50 a média.

Frequência de Atualização: Diariamente

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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
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