Estatísticas Básicas
| Proprietários Institucionais | 972 total, 968 long only, 0 short only, 4 long/short - change of 11.80% MRQ |
| Alocação Média no Portfólio | 1.2100 % - change of 2.42% MRQ |
| Ações Institucionais (Longas) | 40,023,012 (ex 13D/G) - change of 0.05MM shares 0.18% MRQ |
| Valor Institucional (Longa) | $ 14,553,601 USD ($1000) |
Propriedade Institucional e Acionistas
Vanguard World Fund - Vanguard Mega Cap Growth ETF (MX:MGK) tem 972 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 40,023,012 ações. Os maiores acionistas incluem Assetmark, Inc, Cassaday & Co Wealth Management LLC, Morgan Stanley, Bank Of America Corp /de/, LPL Financial LLC, UBS Group AG, Captrust Financial Advisors, Vantagepoint Investment Advisers Llc, Ameriprise Financial Inc, and Wells Fargo & Company/mn .
Vanguard World Fund - Vanguard Mega Cap Growth ETF (BMV:MGK) a estrutura de propriedade institucional mostra as posições atuais na empresa por instituições e fundos, bem como as últimas mudanças no tamanho da posição. Os principais acionistas podem incluir investidores individuais, fundos mútuos, fundos de cobertura ou instituições. O Schedule 13D indica que o investidor possui (ou possuía) mais de 5% da empresa e pretende (ou pretendia) buscar ativamente uma mudança na estratégia de negócios. O Schedule 13G indica um investimento passivo de mais de 5%.
Pontuação do Sentimento do Fundo
A Pontuação do Sentimento do Fundo (anteriormente conhecida como Pontuação de Acumulação de Propriedade) identifica as ações que estão sendo mais compradas pelos fundos. É o resultado de um modelo quantitativo sofisticado e multifatorial que identifica empresas com os maiores níveis de acumulação institucional. O modelo de pontuação utiliza uma combinação do aumento total em proprietários divulgados, as mudanças nas alocações de portfólio desses proprietários e outras métricas. O número varia de 0 a 100, com números mais altos indicando um nível maior de acumulação em relação aos seus pares, sendo 50 a média.
Frequência de Atualização: Diariamente
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Arquivamentos 13F e NPORT
Detalhes sobre Formulários 13F são gratuitos. Detalhes sobre Formulários NP requerem uma assinatura premium. Linhas verdes indicam novas posições. Linhas vermelhas indicam posições fechadas. Clique no ícone de link para ver o histórico completo de transações.
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Load All| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-29 | 13F | CVA Family Office, LLC | 1,824 | 0.05 | 670 | -10.90 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 287 | -7.12 | 105 | -17.32 | ||||
| 2026-05-15 | 13F | Carroll Investors, Inc | 7,668 | 411.20 | 564 | -9.05 | ||||
| 2026-04-27 | 13F | Acute Investment Advisory, Llc | 716 | 263 | ||||||
| 2026-05-12 | 13F | Creative Planning | 134,579 | -1.05 | 49,450 | -11.92 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 1,418 | 44.84 | 521 | 55.06 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 2,698 | 0.00 | 991 | -10.96 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 2,906 | 13.78 | 1,068 | 1.23 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 2 | 0.00 | 0 | |||||
| 2026-04-30 | 13F | Private Trust Co Na | 1,685 | -1.23 | 619 | -12.07 | ||||
| 2026-05-12 | 13F | Cloud Capital Management, LLC | 1,289 | 11.22 | 0 | |||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 7,706 | -4.08 | 2,928 | -11.70 | ||||
| 2026-04-20 | 13F | FSC Wealth Advisors, LLC | 1,072 | -84.72 | 394 | -86.42 | ||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 5,793 | 160.71 | 487 | -46.06 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 792 | 0.00 | 291 | -10.74 | ||||
| 2026-04-27 | 13F | Oarsman Capital, Inc. | 1,223 | 2.09 | 449 | -9.11 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 11,181 | 10.85 | 4,156 | 0.92 | ||||
| 2026-04-29 | 13F | Hartline Investment Corp/ | 2,685 | 0.00 | 987 | -11.01 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 509 | -3.05 | 210 | -0.47 | ||||
| 2026-04-15 | 13F | Northbridge Financial Group, Llc | 8,783 | 3.71 | 3,455 | -1.14 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 56 | 0.00 | 21 | -13.04 | ||||
| 2026-04-22 | 13F | Retirement Guys Formula Llc | 2,809 | 6.32 | 1,032 | -5.32 | ||||
| 2026-04-20 | 13F | Davidson Trust Co | 780 | 0.00 | 287 | -10.90 | ||||
| 2026-04-23 | 13F | Sawyer & Company, Inc | 7 | 3 | ||||||
| 2026-05-08 | 13F | Blair William & Co/il | 23,203 | -27.43 | 8,526 | -35.40 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 173,959 | -24.84 | 63,920 | -33.10 | ||||
| 2026-05-15 | 13F | Wellspring Financial Advisors, LLC | 4,217 | 0.07 | 1,550 | -10.93 | ||||
| 2026-05-13 | 13F | Cynosure Management, Llc | 1,513 | 0.00 | 556 | -11.06 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 126 | 46 | ||||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 8,951 | -1.04 | 3,289 | -11.92 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 2,196 | 1.67 | 807 | -9.43 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 1,052 | 0.10 | 387 | -11.06 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 3,809 | -72.49 | 1,400 | -75.52 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 1,594 | 586 | ||||||
| 2026-04-23 | 13F | Lazari Capital Management, Inc. | 5,771 | 20.23 | 2,120 | 7.02 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Bright Futures Wealth Management, LLC. | 6,444 | 0.81 | 2,368 | -10.27 | ||||
| 2026-04-27 | 13F | New England Capital Financial Advisors LLC | 173 | 0.00 | 64 | -11.27 | ||||
| 2026-04-29 | 13F | Kaydan Wealth Management, Inc. | 663 | -0.75 | 244 | -11.64 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Mars Jewett Financial Group, Inc. | 2,266 | 833 | ||||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 644 | -5.99 | 239 | -15.25 | ||||
| 2026-05-13 | 13F | Forum Private Client Group LLC | 9,594 | -4.39 | 3,528 | -14.83 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 1,211 | 0.33 | 445 | -10.84 | ||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 848 | 0.00 | 312 | -10.89 | ||||
| 2026-05-13 | 13F | Fusion Capital, LLC | 929 | -30.93 | 342 | -38.45 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 11,708 | 9.31 | 4,302 | -2.69 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 172 | 0.58 | 63 | -10.00 | ||||
| 2026-04-28 | 13F | Fortune 45 LLC | 7,315 | 0.08 | 2,688 | -10.49 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 799 | -7.09 | 294 | -17.23 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 1,775 | -34.86 | 652 | -41.99 | ||||
| 2026-05-15 | 13F | Bawa N Mallick Trust | 11,004 | 0.00 | 4,043 | -10.99 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 103,174 | -2.03 | 37,910 | -12.61 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 770 | -2.04 | 283 | -12.96 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 1,707 | 1.67 | 627 | -9.52 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 1,780 | 1.37 | 654 | -9.67 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 30 | 11.11 | 11 | 0.00 | ||||
| 2026-05-08 | 13F | Seneschal Advisors, LLC | 96 | 0.00 | 35 | -10.26 | ||||
| 2026-05-15 | 13F | Larch Capital Partners Llc | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 2,201 | 809 | ||||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 2,837 | 0.00 | 1,042 | -11.02 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 1,094 | 15.40 | 402 | 2.81 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 2,877 | -5.89 | 1,154 | -9.13 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 24,079 | -4.21 | 8,848 | -14.74 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 7,206 | 0.91 | 2,648 | -10.18 | ||||
| 2026-04-06 | 13F | Baring Financial LLC | 22,990 | 3.50 | 8,448 | -7.86 | ||||
| 2026-04-30 | 13F | Sollinda Capital Management LLC | 764 | -83.91 | 281 | -85.71 | ||||
| 2026-05-11 | 13F | Texas Capital Bank Wealth Management Services Inc | 32,941 | -0.49 | 12,104 | -11.42 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 2,411 | -2.78 | 886 | -13.49 | ||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 19,509 | -1.76 | 7,168 | -12.54 | ||||
| 2026-04-23 | 13F | Simmons Bank | 1,400 | 0.00 | 514 | -10.92 | ||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 97,943 | 4.63 | 35,988 | 4.99 | ||||
| 2026-04-21 | 13F | Trevian Wealth Management LLC | 1,170 | 0.00 | 430 | -11.00 | ||||
| 2026-04-30 | 13F | Legacy Financial Advisors, Inc. | 2,473 | -7.17 | 909 | -17.38 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 3,711 | 1.06 | 1,364 | -10.03 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 810 | 40.38 | 298 | 24.79 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 918 | 0.00 | 337 | -10.85 | ||||
| 2026-02-06 | 13F | Redmont Wealth Advisors Llc | 10 | 0.00 | 4 | 0.00 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 8,685 | 715 | ||||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 655 | 0.00 | 241 | -11.11 | ||||
| 2026-05-11 | 13F | Haverford Trust Co | 1,035 | 0.00 | 380 | -11.01 | ||||
| 2026-05-12 | 13F | Chesapeake Asset Management Llc | 250 | 0.00 | 92 | -11.65 | ||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 2,311 | 3.35 | 849 | -7.92 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 63 | 23 | ||||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 254,840 | 15.25 | 93,638 | 2.59 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 7,109 | -7.60 | 2,612 | -17.73 | ||||
| 2026-06-04 | 13F | Evansbrook LLC | 0 | -100.00 | 0 | |||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 6,206 | 75.21 | 2,280 | 55.95 | ||||
| 2026-04-06 | 13F | CX Institutional | 74,199 | -48.37 | 27 | -54.24 | ||||
| 2026-04-27 | 13F | Moneywise, Inc. | 1,016 | 373 | ||||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 6,584 | 89.90 | 2,419 | 69.04 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 11 | 0.00 | 4 | -25.00 | ||||
| 2026-05-15 | 13F | Ballast, Inc. | 646 | 0.00 | 237 | -10.90 | ||||
| 2026-01-27 | 13F | Summit Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-12 | 13F | Cowa, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | ICONIQ Capital, LLC | 1,459 | 0.00 | 536 | -10.96 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 2,097 | -14.72 | 771 | -24.14 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 11,913 | -50.20 | 4,377 | -55.67 | ||||
| 2026-05-13 | 13F | Philadelphia Trust Co | 32,500 | 0.00 | 12 | -15.38 | ||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 1,554 | 0.00 | 571 | -11.08 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 8,486,761 | -1.21 | 3,118,375 | -12.06 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 5 | 0.00 | 0 | |||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 3,842 | 400.91 | 327 | 5.48 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 635 | 233 | ||||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 717 | 26.90 | 264 | 12.88 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 1,914 | -22.51 | 703 | -31.01 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 1,031 | 15.71 | 379 | 3.00 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 29,404 | 6.99 | 10,804 | -4.75 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 1,477 | 8.05 | 543 | -3.90 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 6,724 | -51.66 | 2,471 | -56.98 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 168 | 33.33 | 62 | 17.31 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 14,326 | -4.36 | 5,264 | -14.87 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 63 | 23 | ||||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 3,714 | -9.13 | 1,365 | -19.15 | ||||
| 2026-05-15 | 13F | Westbourne Investments, Inc. | 4,179 | -0.95 | 1,536 | -11.83 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 14,086 | 38.71 | 5,176 | 23.50 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 0 | -100.00 | 0 | |||||
| 2026-02-13 | 13F | Barclays Plc | 655 | 37.32 | 270 | 41.36 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 1,785 | -0.45 | 656 | -11.49 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 3,855 | -1.38 | 1,417 | -12.21 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 99 | 0.00 | 36 | -10.00 | ||||
| 2026-05-15 | 13F | DT Investment Partners, LLC | 91,214 | -1.08 | 33,516 | -11.95 | ||||
| 2026-04-08 | 13F | Erickson Financial Group, LLC | 74,021 | 2.88 | 27,198 | -8.41 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 2,667 | 0.00 | 980 | -11.00 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 4,918 | -0.47 | 2,030 | 2.06 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 15 | 0 | ||||||
| 2026-05-14 | 13F | Northern Trust Corp | 58,240 | -0.78 | 21,400 | -11.67 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 2,324 | -11.77 | 854 | -21.53 | ||||
| 2026-05-04 | 13F | Nwam Llc | 4,011 | -43.62 | 1,474 | -49.54 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 30 | 0.00 | 11 | -8.33 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 414 | -27.87 | 152 | -35.59 | ||||
| 2026-05-07 | 13F | Green Square Capital Advisors Llc | 4,295 | 0.14 | 1,578 | -10.85 | ||||
| 2026-05-11 | 13F/A | First Affirmative Financial Network | 1,243 | 0.00 | 457 | -8.80 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 2,412 | 0.00 | 886 | -10.95 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 1,453 | -16.83 | 534 | -22.42 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 5,334 | 6.68 | 1,960 | -5.04 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 14 | 0.00 | 5 | 0.00 | ||||
| 2026-05-15 | 13F | Steffes Financial, Ltd. | 635 | 0.32 | 233 | -10.73 | ||||
| 2026-05-13 | 13F | Quantbot Technologies LP | 176 | 65 | ||||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 126,300 | 3.16 | 46,408 | -8.17 | ||||
| 2026-04-27 | 13F | Proathlete Wealth Management Llc | 11 | 0.00 | 4 | 0.00 | ||||
| 2026-02-13 | 13F | Boreal Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 36,621 | -1.76 | 13,456 | -12.55 | ||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 766 | 0.00 | 281 | -11.08 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 831 | 0.00 | 305 | -11.08 | ||||
| 2026-04-21 | 13F | Fingerlakes Wealth Management, Inc. | 28,184 | -3.81 | 10,356 | -14.38 | ||||
| 2026-04-23 | 13F | Wheelhouse Advisory Group LLC | 49,661 | 3.35 | 18,247 | -8.71 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 2,376 | -21.25 | 883 | -29.08 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 8,645 | -4.75 | 3,176 | -15.22 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 1,999 | 117.99 | 735 | 94.18 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 963 | 354 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 41,408 | -7.15 | 15,243 | -17.35 | ||||
| 2026-04-23 | 13F | Capital Investment Counsel, LLC | 2,255 | -25.03 | 829 | -33.28 | ||||
| 2026-05-12 | 13F | Carr Financial Group Corp | 5,602 | -55.99 | 2,058 | -60.83 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 6 | 0.00 | 2 | 0.00 | ||||
| 2026-05-01 | 13F | Capital Squared Financial LLC | 3,347 | -6.33 | 1,230 | -16.62 | ||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 3,450 | 0.00 | 1,268 | -11.03 | ||||
| 2026-05-12 | 13F | Belvedere Trading LLC | Put | 0 | -100.00 | 0 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 1,188 | -17.61 | 437 | -26.72 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 7,959 | -0.26 | 2,924 | -11.21 | ||||
| 2026-05-07 | 13F | Pillar Financial Advisors, LLC | 9,256 | -2.33 | 3,401 | -13.04 | ||||
| 2026-06-01 | 13F | Concorde Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Belvedere Trading LLC | Call | 0 | -100.00 | 0 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 7,125 | -1.55 | 2,618 | -12.35 | ||||
| 2026-05-13 | 13F | Pitcairn Wealth Advisors LLC | 1,201 | 0.00 | 496 | 0.00 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 509 | 0.00 | 210 | 2.94 | ||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 29 | 0.00 | 11 | -9.09 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 53,910 | -1.79 | 19,809 | -12.57 | ||||
| 2026-04-16 | 13F | Swisher Financial Concepts, Inc. | 779 | 0.39 | 286 | -10.62 | ||||
| 2026-04-07 | 13F | Ethos Capital Management, Inc. | 3,294 | -21.50 | 1,210 | -30.14 | ||||
| 2026-04-22 | 13F | Monument Group Wealth Advisors, LLC | 1,022 | 0.00 | 376 | -10.93 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 804 | 0.88 | 310 | -5.49 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Orin Green Financial, LLC | 597 | 0.00 | 219 | -10.98 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 43 | -53.76 | 16 | -60.53 | ||||
| 2026-04-08 | 13F | Gladwyn Financial Advisors, Inc. | 21,418 | 11.59 | 7,870 | -0.67 | ||||
| 2026-05-14 | 13F | JustInvest LLC | 3,393 | -1.25 | 1,247 | -12.13 | ||||
| 2026-05-07 | 13F | Resolute Advisors LLC | 25,197 | 0.09 | 9,258 | -10.90 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 411 | 0.00 | 151 | -10.65 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 598 | 0.00 | 220 | -10.98 | ||||
| 2026-04-10 | 13F | Finward Bancorp | 6,388 | 0.74 | 2,347 | -10.32 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 208 | 76 | ||||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 2,486 | 0.00 | 914 | -11.01 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 5,394 | 326.07 | 396 | -24.14 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 19 | 0.00 | 7 | -14.29 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Knightsbridge Asset Management, Llc | 20,158 | 17.69 | 7,407 | 4.77 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 14 | 0.00 | 5 | 0.00 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 2,393 | 201 | ||||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 816 | 300 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 91,914 | 40.15 | 37,939 | 43.75 | ||||
| 2026-05-04 | 13F | Mosaic Advisors LLC | 20,346 | 400.39 | 1,714 | 2.15 | ||||
| 2026-04-28 | 13F | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 2,541 | 0.04 | 934 | -10.97 | ||||
| 2026-02-04 | 13F | First National Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Csenge Advisory Group | 3,368 | 0.15 | 1,238 | -10.88 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 6,522 | -9.76 | 2,397 | -19.65 | ||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 19,535 | -2.42 | 7,178 | -13.14 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 92 | -5.15 | 34 | -17.50 | ||||
| 2026-05-05 | 13F | Almanack Investment Partners, LLC. | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 11,111 | 1.52 | 4,083 | -9.63 | ||||
| 2026-05-14 | 13F | Seven Springs Wealth Group, LLC | 657 | 0.00 | 241 | -11.07 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 893 | -0.11 | 328 | -11.11 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 1,127 | 83.55 | 414 | 63.64 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 542,393 | -14.28 | 199,297 | -23.69 | ||||
| 2026-04-08 | 13F | Wealth Science Advisors LLC | 17 | 7 | ||||||
| 2026-04-09 | 13F | Adirondack Capital Advisors, LLC | 3,271 | 0.00 | 1,202 | -11.04 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 2,478 | 0.24 | 911 | -10.78 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 15,532 | 23.89 | 5,707 | 10.28 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 1,776 | -6.13 | 653 | -16.41 | ||||
| 2026-05-15 | 13F | Victory Capital Management Inc | 53,177 | 19,539 | ||||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 69,764 | 10.62 | 25,634 | -1.53 | ||||
| 2026-05-12 | 13F | Anchor Capital Advisors Llc | 1,000 | 367 | ||||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 221 | 1.84 | 81 | -8.99 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 11,725 | -2.95 | 4,308 | -13.60 | ||||
| 2026-05-22 | 13F | Independent Wealth Advisors LLC | 5,774 | 8.64 | 2,121 | -3.28 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 2,000 | -2.15 | 826 | 0.36 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 326,511 | 5.96 | 119,973 | -5.61 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 2,346 | -0.38 | 862 | -11.23 | ||||
| 2026-04-17 | 13F | Nautilus Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 2,936 | 0.00 | 1,079 | -10.98 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 40 | 0.00 | 15 | -12.50 | ||||
| 2026-05-14 | 13F | Apriem Advisors | 63,152 | -36.34 | 23,205 | -43.33 | ||||
| 2026-05-15 | 13F | DV Trading LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 220 | 0.00 | 81 | -11.11 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 875 | -2.78 | 322 | -13.48 | ||||
| 2026-04-27 | 13F | Great Point Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-13 | 13F | Blueshift Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 1,321 | -27.85 | 485 | -35.76 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 2,991 | 0.00 | 1,099 | -11.02 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 609 | 3.57 | 224 | -7.85 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 17,132 | -10.18 | 6,295 | -20.04 | ||||
| 2026-05-01 | 13F | Financial Alternatives, Inc | 803 | 0.00 | 295 | -10.88 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 2,472 | 1,020 | ||||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 16,230 | 0.00 | 6,699 | 2.57 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 1,326 | -0.38 | 487 | -11.29 | ||||
| 2026-05-08 | 13F | Clarion Wealth Managment Partners, LLC | 867 | -2.80 | 319 | -13.59 | ||||
| 2026-05-06 | 13F | Kera Capital Partners, Inc. | 9,160 | 2.32 | 3,366 | -7.38 | ||||
| 2026-05-15 | 13F | FreeGulliver LLC | 734 | 0.00 | 270 | -10.93 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 565 | -21.31 | 208 | -30.07 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 1,375 | 400.00 | 116 | 2.65 | ||||
| 2026-05-11 | 13F | Camden Capital, LLC | 2,484 | 0.04 | 913 | -11.02 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 546 | 201 | ||||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 3,250 | 400.00 | 288 | 10.77 | ||||
| 2026-05-13 | 13F/A | MWA Asset Management | 952 | -5.74 | 350 | -15.87 | ||||
| 2026-05-04 | 13F | Nadler Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 54 | 20 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Zeit Capital LLC | 55,241 | -2.31 | 20,298 | -13.04 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 12,723 | 7.78 | 4,675 | -4.06 | ||||
| 2026-05-15 | 13F | Kcm Investment Advisors Llc | 609 | 0.00 | 224 | -11.16 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 177 | 0.00 | 65 | -10.96 | ||||
| 2026-01-16 | 13F | Bangor Savings Bank | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Citigroup Inc | 21,492 | 42.45 | 7,897 | 26.82 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 3,413 | -0.84 | 1,254 | -11.69 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 472 | 0.00 | 173 | -10.82 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Entrust Financial Llc | 1,358 | -4.37 | 499 | -14.87 | ||||
| 2026-04-08 | 13F | Sfm, Llc | 1,059 | 0.00 | 389 | -10.98 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 233,737 | 6.01 | 85,884 | -5.63 | ||||
| 2026-04-20 | 13F | Leeward Financial Partners, LLC | 946 | 0.00 | 348 | -11.03 | ||||
| 2026-04-27 | 13F | Serenus Wealth Advisors, LLC | 1,873 | -2.55 | 688 | -13.24 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 1,143 | 0.00 | 420 | -11.04 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 10,068 | 11.87 | 3,699 | -0.40 | ||||
| 2026-05-11 | 13F | Berkshire Asset Management Llc/pa | 1,572 | 0.00 | 578 | -10.96 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 4,311 | 0.58 | 1,584 | -10.46 | ||||
| 2026-04-23 | 13F | Summit Investment Advisory Services, LLC | 2,122 | -2.53 | 780 | -13.25 | ||||
| 2026-04-16 | 13F | First Community Trust Na | 175 | 0.00 | 64 | -11.11 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 24,602 | 2.10 | 9,040 | -9.12 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 1,625 | -3.85 | 597 | -14.35 | ||||
| 2026-05-13 | 13F | RFP Financial Group LLC | 5,158 | 0.00 | 1,895 | -10.99 | ||||
| 2026-04-23 | 13F | Manchester Financial Inc | 745 | -5.93 | 274 | -16.26 | ||||
| 2026-05-11 | 13F | Marin Bay Wealth Advisors, LLC | 3,006 | 1,104 | ||||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 3,674 | 19.64 | 1,350 | 6.47 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 159 | 66 | ||||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 745 | 0.00 | 274 | -11.07 | ||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 3,986 | 340 | ||||||
| 2026-04-20 | 13F | Bennett Associates Wealth Management | 33,191 | 11.36 | 12,196 | -0.88 | ||||
| 2026-04-21 | 13F | Sicart Associates LLC | 15,371 | 3.36 | 5,648 | -8.00 | ||||
| 2026-04-09 | 13F | Teamwork Financial Advisors, LLC | 565 | -0.53 | 208 | -11.54 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 923 | 21.77 | 339 | 8.65 | ||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 134 | 0.00 | 49 | -10.91 | ||||
| 2026-05-12 | 13F | Americana Partners, LLC | 2,467 | 0.00 | 906 | -11.00 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 16 | -86.21 | 6 | -89.36 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 17,341 | 1,451 | ||||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 1,218 | 7.50 | 448 | -4.28 | ||||
| 2026-05-01 | 13F | Rakuten Securities, Inc. | 21 | -12.50 | 8 | -22.22 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 10,635 | -2.56 | 3,908 | -13.25 | ||||
| 2026-05-14 | 13F | Natixis | 281 | -21.07 | 101 | -31.76 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 982 | -1.60 | 405 | -1.46 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 4,169 | -11.54 | 1,532 | -21.29 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 220 | 0.00 | 81 | -11.11 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 813 | 0.00 | 299 | -11.04 | ||||
| 2026-05-15 | 13F | Wealth Management Nebraska | 1,740 | 18.93 | 640 | 5.79 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 93,820 | -32.44 | 34,647 | -39.64 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 20,074 | -3.17 | 7,376 | -13.80 | ||||
| 2026-04-17 | 13F | Matthew Goff Investment Advisor, LLC | 1,483 | 545 | ||||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 530 | 0.19 | 195 | -11.01 | ||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 6,041 | -2.34 | 2,220 | -13.08 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 1,034 | -1.62 | 380 | -12.47 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 1,700 | 0.00 | 625 | -10.98 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 171 | 0.00 | 63 | -11.43 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 810 | -15.45 | 298 | -24.81 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 895 | 7.83 | 329 | -4.09 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 880 | 0.00 | 323 | -11.02 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 3,973 | -25.46 | 1,460 | -33.68 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 586 | 242 | ||||||
| 2026-04-21 | 13F | Systelligence, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 61,152 | 29.59 | 21,741 | 11.62 | ||||
| 2026-04-21 | 13F | Echo Wealth Management, LLC | 3,138 | -11.71 | 1,153 | -21.35 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 54,205 | -6.56 | 19,917 | -16.81 | ||||
| 2026-04-20 | 13F | Oak Family Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 3,792 | 87.35 | 1,393 | 66.83 | ||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 34,191 | -0.95 | 12,563 | -11.83 | ||||
| 2026-05-14 | 13F | Pennington Partners & Co., Llc | 2,903 | 118.43 | 1,067 | 94.53 | ||||
| 2026-04-28 | 13F | Fee-Only Financial Planning, L.C. | 4,100 | -2.38 | 1,507 | -13.10 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 860 | -0.92 | 316 | -12.01 | ||||
| 2026-05-19 | 13F | Royal Fund Management, LLC | 21,669 | 0.36 | 7,975 | -10.66 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 682 | 0.15 | 250 | -11.03 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 26,808 | 64.59 | 9,851 | 46.51 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 1,440 | 0.14 | 529 | -10.96 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 60 | 0.00 | 22 | -8.33 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 34,027 | -2.29 | 12,503 | -10.79 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 1,265 | 0.08 | 465 | -10.94 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 4,006 | -0.84 | 1,472 | -11.76 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 8,237 | 3.27 | 3,027 | -8.08 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 24,267 | 5.67 | 8,917 | -5.94 | ||||
| 2026-04-29 | 13F | Sather Financial Group Inc | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Cherry Creek Investment Advisors, Inc. | 5,898 | -6.10 | 2,167 | -16.40 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 2,894 | -15.08 | 1,063 | -24.40 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 1,834 | -3.68 | 674 | -14.27 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 2,599 | 405.64 | 955 | 350.00 | ||||
| 2026-04-15 | 13F | Retireful, LLC | 939 | 13.41 | 361 | 4.65 | ||||
| 2026-04-28 | 13F | David Kennon Inc | 1,591 | -0.81 | 585 | -11.78 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 776 | 0.00 | 285 | -10.94 | ||||
| 2026-05-01 | 13F | Cdkv Holdings Llc | 81 | 0.00 | 30 | -12.12 | ||||
| 2026-01-13 | 13F | SMI Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Aspiriant, Llc | 2,597 | -9.89 | 954 | -19.76 | ||||
| 2026-05-04 | 13F | Citizens National Bank Trust Department | 200 | 0.00 | 73 | -10.98 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 753 | 0.00 | 277 | -10.97 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 12,976 | -1.12 | 4,768 | -11.96 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 7,745 | 4.23 | 3,179 | 3.65 | ||||
| 2026-04-13 | 13F | Jackson Square Capital, Llc | 1,252 | 0.00 | 460 | -10.85 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 7,058 | -25.19 | 2,593 | -33.41 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 1,505 | 14.36 | 553 | 1.66 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 322 | 118 | ||||||
| 2026-05-08 | 13F | Peachtree Investment Partners, LLC | 814 | 0.00 | 299 | -10.75 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 11,457 | -4.65 | 4,210 | -15.12 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 65,414 | 11.42 | 24,039 | -0.82 | ||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 2,199 | -14.64 | 808 | -24.08 | ||||
| 2026-05-14 | 13F | Kensington Asset Management, LLC | 261,800 | 0.00 | 108,909 | 0.00 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 610 | 7.21 | 224 | -4.27 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 331 | 0.00 | 122 | -11.03 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 3,701 | 4.34 | 1,360 | -7.17 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 690 | -6.12 | 254 | -16.50 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 2,204 | 2.80 | 810 | -8.59 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | McAdam, LLC | 2,192 | 21.58 | 806 | 8.20 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 208,474 | -5.36 | 76,602 | -15.76 | ||||
| 2026-05-14 | 13F | Tamar Securities, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Live Oak Investment Partners | 1,169 | 1.74 | 430 | -9.49 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 5,667 | 31.70 | 416 | -76.58 | ||||
| 2026-04-23 | 13F | Eagle Wealth Advisors LLC | 8,809 | 5.27 | 3,237 | -6.28 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 706 | 1.88 | 259 | -9.44 | ||||
| 2026-04-30 | 13F | Griffin Asset Management, Inc. | 5,441 | -23.32 | 1,999 | -31.73 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 239,281 | -2.10 | 87,921 | -12.85 | ||||
| 2026-05-15 | 13F | Investment Counsel Co Of Nevada | 69 | 25 | ||||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 6 | 2 | ||||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 1,281 | 1,730.00 | 475 | 1,596.43 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 596 | -79.24 | 219 | -81.59 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 1,348 | 0.00 | 495 | -10.97 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 773 | -0.51 | 284 | -11.25 | ||||
| 2026-04-28 | 13F | Woodard & Co Asset Management Group Inc /adv | 180 | 0.00 | 66 | -10.81 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 5,176 | 25.27 | 1,603 | -6.04 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | VCU Investment Management Co | 0 | -100.00 | 0 | |||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,871 | 38.30 | 1,422 | 23.12 | ||||
| 2026-04-13 | 13F | Total Investment Management Inc | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F/A | Davidson Investment Advisors | 780 | 0.00 | 287 | -10.90 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 10,349 | 3.44 | 3,803 | -7.92 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 1,237 | -10.88 | 454 | -20.63 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 1,886 | 6.80 | 693 | -4.81 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 1,854 | 12.50 | 681 | 0.15 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 96 | 45.45 | 35 | 29.63 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 5,506 | 2.19 | 2,023 | -9.04 | ||||
| 2026-04-22 | 13F | Fearless Solutions, LLC dba Best Invest | 6,193 | -2.55 | 2,275 | -13.27 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 5,413 | 3.32 | 1,989 | -8.04 | ||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 1,452 | 0.00 | 534 | -11.02 | ||||
| 2026-01-14 | 13F | One Wealth Management Investment & Advisory Services, LLC | 616 | -3.14 | 254 | -0.39 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 168,397 | 5.68 | 64,625 | -1.75 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 1,974 | -0.65 | 725 | -11.59 | ||||
| 2026-05-05 | 13F | PFG Advisors | 3,320 | 4.70 | 1,220 | -6.80 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 812 | -3.10 | 298 | -13.62 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 167 | 0.00 | 61 | -10.29 | ||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 16,656 | 27.64 | 6,120 | 13.63 | ||||
| 2026-04-10 | 13F | Wealth Group Ltd | 1,005 | -5.63 | 369 | -15.95 | ||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 29 | -30.95 | 0 | |||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 1,415 | -11.89 | 520 | -21.60 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 1,221 | -0.65 | 0 | |||||
| 2026-05-12 | 13F | Causey Wealth LLC | 5,675 | 1.98 | 2,085 | -9.23 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 3,369 | -0.41 | 1,238 | -11.39 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 6,535 | 11.86 | 2,401 | -0.41 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 399 | 0.00 | 147 | -10.98 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 19,609 | 4.01 | 7,205 | -7.40 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 1,561 | -8.55 | 574 | -18.61 | ||||
| 2026-04-27 | 13F | Leelyn Smith, LLC | 152,036 | 6.12 | 55,864 | -5.53 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 19,776 | -12.20 | 7,267 | -21.85 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 4,341 | -3.12 | 1,595 | -13.74 | ||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 4,180 | 1.11 | 1,536 | -10.02 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 67 | 191.30 | 25 | 166.67 | ||||
| 2026-04-16 | 13F | Aurora Private Wealth, Inc. | 1,640 | 0.00 | 1 | |||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 1,711 | 1.78 | 629 | -9.38 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 41 | 15 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 1,792 | -14.75 | 659 | -24.11 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 589 | -19.86 | 216 | -28.71 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 19,109 | 69.87 | 7,021 | 55.13 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 5,227 | 400.19 | 437 | 1.39 | ||||
| 2026-05-04 | 13F | Pacific Point Advisors, LLC | 1,576 | 3.28 | 579 | -7.95 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 51,209 | 3.94 | 18,816 | -7.47 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 24,589 | 5.23 | 9,035 | -6.34 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 29 | 0.00 | 11 | -9.09 | ||||
| 2026-04-24 | 13F | Means Investment Co., Inc. | 95,771 | -0.95 | 35,190 | -11.82 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 1,514 | 10.59 | 556 | -1.59 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 1,487 | 0.00 | 546 | -10.93 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 148,495 | 28.71 | 52,492 | 10.23 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 1,078 | 396 | ||||||
| 2026-05-07 | 13F | Intellus Advisors LLC | 1,064 | -5.42 | 391 | -15.95 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 445 | 0.00 | 164 | -10.93 | ||||
| 2026-05-11 | 13F | Shepherd Financial Partners LLC | 1,139 | 7.55 | 419 | -4.35 | ||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 1,748 | -0.85 | 642 | -11.69 | ||||
| 2026-04-29 | 13F | Birch Hill Investment Advisors LLC | 1,151 | 0.00 | 423 | -11.16 | ||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 63 | 0.00 | 23 | -11.54 | ||||
| 2026-05-14 | 13F | Virtu Financial LLC | 27,833 | 10 | ||||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 1,041 | 0.00 | 383 | -10.96 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 45,064 | 4.48 | 16,558 | -6.99 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 8,277 | -9.53 | 3,416 | -7.20 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 1,399 | 0.00 | 514 | -10.92 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 7,667 | 16.79 | 2,817 | 3.99 | ||||
| 2026-04-29 | 13F | Capital Planning LLC | 27,060 | 17.21 | 9,943 | 4.82 | ||||
| 2026-05-01 | 13F | Heritage Investment Group, Inc. | 1,497 | -6.90 | 550 | -17.04 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 35 | 0.00 | 13 | -14.29 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 869,407 | -18.28 | 319,403 | -27.27 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 610 | -27.12 | 224 | -35.07 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 434,071 | 17.94 | 159,495 | 4.99 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 114 | 9.62 | 42 | -4.65 | ||||
| 2026-04-16 | 13F | Petredis Investment Advisors Llc | 275,168 | 0.30 | 101,108 | -10.71 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 3,719,368 | 1.31 | 1,366,645 | -9.81 | ||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 791 | 291 | ||||||
| 2026-05-12 | 13F | M&t Bank Corp | 1,059 | 42.72 | 389 | 27.12 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 1,072 | 0.94 | 394 | -10.27 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 60,594 | -14.15 | 22,337 | -23.34 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 192 | -17.24 | 70 | -26.32 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 39,481 | 1.58 | 14,507 | -9.58 | ||||
| 2026-04-14 | 13F | Valicenti Advisory Services Inc | 20,733 | -0.58 | 8 | -12.50 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 659 | -15.94 | 242 | -20.13 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 43,954 | -1.55 | 16,133 | -12.47 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 2,616 | -78.54 | 961 | -80.41 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 1,943 | 0.00 | 802 | 0.00 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 6,596 | 7.72 | 2,424 | -4.12 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-01-14 | 13F | Onyx Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 19,237 | -0.29 | 7,069 | -11.23 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 4,445 | -30.72 | 1,633 | -38.33 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 37,680 | 4.82 | 13,845 | -6.69 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 1,411 | 1.44 | 518 | -9.76 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 36,102 | -5.42 | 13,265 | -15.80 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 337 | 0.00 | 124 | -11.51 | ||||
| 2026-05-11 | 13F | Catalyst Financial Partners Llc | 1,895 | 696 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 226,497 | -1.30 | 83,226 | -12.13 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 1,881 | 3.52 | 691 | -7.87 | ||||
| 2026-05-01 | 13F | Clarity Financial LLC | 62,697 | -12.89 | 23,037 | -22.46 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 616 | 226 | ||||||
| 2026-04-23 | 13F | First Pacific Financial | 622 | 0.16 | 228 | -10.94 | ||||
| 2026-05-14 | 13F | Capital Planning Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | German American Bancorp, Inc. | 642 | 0.00 | 236 | -10.98 | ||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 4,053 | 0.10 | 1,489 | -10.89 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 33,600 | 168.80 | 12,346 | 139.29 | |||
| 2026-05-12 | 13F | Jane Street Group, Llc | 11,691 | 2,233.53 | 4,296 | 1,984.95 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 11,600 | 404.35 | 4,262 | 349.10 | |||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 1,180 | -2.16 | 434 | -12.88 | ||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 260 | 0.00 | 0 | |||||
| 2026-04-09 | 13F | Shearwater Capital LLC | 592 | 218 | ||||||
| 2026-05-11 | 13F | Peak Retirement Planning, Inc. | 1,109 | -10.92 | 407 | -20.66 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 736 | 4.69 | 270 | -6.90 | ||||
| 2026-04-22 | 13F | Mindset Wealth Management, Llc | 1,330 | 0.00 | 489 | -10.95 | ||||
| 2026-04-14 | 13F | Well Done, LLC | 2,898 | 0.00 | 1,065 | -11.04 | ||||
| 2026-05-08 | 13F | Emissary Wealth LLC | 652 | 0.00 | 240 | -11.15 | ||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 32,262 | -0.78 | 11,854 | -11.67 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 28,409 | 4.44 | 10,439 | -7.03 | ||||
| 2026-01-22 | 13F | Triad Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 94,079 | -25.77 | 34,568 | -33.92 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 1,010 | 3.80 | 371 | -7.48 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 2,095 | -6.85 | 770 | -17.13 | ||||
| 2026-05-18 | 13F | IFS Group,LLC | 600 | 0.00 | 220 | -9.09 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 26 | 0.00 | 10 | -10.00 | ||||
| 2026-04-23 | 13F | Ewa, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 1,930 | 709 | ||||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 996 | 0.10 | 366 | -10.98 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 1,047 | -34.03 | 385 | -41.37 | ||||
| 2026-04-29 | 13F | Cvfg Llc | 1,537 | 8.62 | 565 | -3.42 | ||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 150 | -21.88 | 55 | -30.38 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 201 | 0.00 | 74 | -10.98 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 11,485 | -13.69 | 4,220 | -23.18 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 203 | 45.00 | 75 | 29.82 | ||||
| 2026-04-27 | 13F | Allied Investment Advisors, LLC | 734 | 0.00 | 270 | -10.93 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 21,112 | -44.22 | 7,757 | -9.03 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 10,645 | 7.14 | 3,911 | -4.63 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 3,170 | -7.31 | 1,165 | -17.51 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 52,217 | 5.33 | 19,187 | -6.24 | ||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 15 | -85.58 | 6 | -88.10 | ||||
| 2026-05-04 | 13F | Gratus Wealth Advisors, LLC | 162,614 | -2.60 | 59,751 | -13.29 | ||||
| 2026-02-13 | 13F | Headlands Technologies LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Fundamentun, Llc | 31,535 | -37.84 | 11,587 | -44.67 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 13,232 | 17.63 | 5,462 | 20.66 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 1,607 | -5.30 | 590 | -15.71 | ||||
| 2026-04-07 | 13F | Plus Group Wealth Advisors LLC | 763 | 0.00 | 280 | -10.83 | ||||
| 2026-05-14 | 13F | Dana Investment Advisors, Inc. | 3,778 | -2.12 | 1,388 | -12.87 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 175 | 64 | ||||||
| 2026-05-04 | 13F | Archer Investment Corp | 6 | 50.00 | 2 | 100.00 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 2,282 | -1.17 | 838 | -12.07 | ||||
| 2026-04-28 | 13F | Walser Wealth Management Company, A Ltd Liability Co | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Avalon Trust Co | 2,216 | -9.55 | 814 | -19.49 | ||||
| 2026-05-13 | 13F | Choate Investment Advisors | 3,598 | 0.00 | 1,322 | -11.04 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 441 | 6.78 | 162 | 523.08 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 531,713 | 2.72 | 195,372 | -8.56 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 2,314 | 0.43 | 850 | -10.62 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 17,488 | 59.85 | 6,426 | 42.30 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 75,664 | 0.78 | 27,802 | -10.28 | ||||
| 2026-02-18 | 13F | Hershey Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-07 | 13F | Hoffman, Alan N Investment Management | 12,921 | 2.49 | 4,748 | -8.76 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 2,677 | -1.07 | 984 | -11.92 | ||||
| 2026-04-23 | 13F | Investment Planning Advisors, Inc. | 3,785 | -0.71 | 1,391 | -11.63 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 2,436 | -0.81 | 895 | -11.65 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 1,900 | 3.32 | 698 | -8.17 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 799 | 42.93 | 294 | 27.39 | ||||
| 2026-05-05 | 13F | Portfolio Strategies, Inc. | 234,679 | -1.61 | 86,530 | -12.11 | ||||
| 2026-04-27 | 13F | Independent Solutions Wealth Management, LLC | 1,734 | 637 | ||||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 4,187 | 1,538 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 10,134 | 29.81 | 3,767 | 16.91 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 5 | -99.47 | 2 | -99.74 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 22,956 | -35.83 | 8,435 | -42.88 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 466,332 | 2.00 | 171,349 | -9.20 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 14,308 | 679.73 | 5,257 | 594.45 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Keb Asset Management, Llc | 1,235 | 0.00 | 454 | -11.00 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 354 | 0.00 | 0 | |||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Investment Insight Wealth Management, LLC | 27,211 | -8.24 | 9,998 | -18.32 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 978 | 0 | ||||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 23 | 0.00 | 8 | -11.11 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 13,749 | 22.93 | 5,052 | 9.42 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 8,529 | 54.34 | 3,134 | 37.41 | ||||
| 2026-05-08 | 13F | Alps Advisors Inc | 58,095 | 3.55 | 21,346 | -7.82 | ||||
| 2026-04-14 | 13F | Spectrum Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Farmers & Merchants Trust Co of Long Beach | 795 | -11.17 | 292 | -20.87 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 33,453 | -3.62 | 12,292 | -14.20 | ||||
| 2026-04-08 | 13F | Dover Advisors, Llc | 1,708 | -8.76 | 628 | -18.78 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 6,794 | 2,496 | ||||||
| 2026-02-10 | 13F | Fielder Capital Group LLC | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 8,573 | 3.44 | 3,150 | -7.92 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 7,082 | 2.43 | 2,602 | -8.80 | ||||
| 2026-05-15 | 13F | Strategic Advocates LLC | 12 | 0.00 | 4 | 0.00 | ||||
| 2026-01-28 | 13F | WMG Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-18 | 13F | Graney & King, LLC | 3,069 | 81.49 | 1,128 | 61.69 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 880 | -1.68 | 323 | -12.47 | ||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 2,325 | 0.00 | 854 | -10.95 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 52 | 19 | ||||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 100 | 0.00 | 37 | -12.20 | ||||
| 2026-05-14 | 13F | Betterment LLC | 3,914 | 14.78 | 1 | 0.00 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 31,093 | 1.23 | 11,425 | -9.88 | ||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 7,989 | 3.55 | 3,298 | 6.18 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 7,443 | 109.54 | 2,735 | 86.49 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 6,679 | -16.14 | 2,454 | -25.34 | ||||
| 2026-02-13 | 13F | Stark Wealth Management LLC | 910 | -0.33 | 376 | 12.28 | ||||
| 2026-04-23 | 13F | Bestgate Wealth Advisors, LLC | 1,971 | 0.00 | 724 | -10.95 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 3,482 | 104.82 | 1,279 | 82.45 | ||||
| 2026-04-10 | 13F | Sage Investment Advisers LLC | 1,455 | -12.03 | 541 | -20.82 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 586 | 0.00 | 215 | -10.79 | ||||
| 2026-05-04 | 13F | Prudent Man Investment Management, Inc. | 1,198 | 0.00 | 494 | 0.00 | ||||
| 2026-05-14 | 13F | Lauterbach Financial Advisors, LLC | 1,011 | 0.10 | 372 | -10.82 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 1,031 | -88.55 | 379 | -89.83 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 13,600 | 161.54 | 4,997 | 132.85 | |||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 787 | 9.15 | 289 | -2.69 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 686 | -19.77 | 252 | -28.90 | ||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 9,032 | 0.66 | 3,319 | -10.40 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 0 | -100.00 | 0 | |||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 111 | 0.00 | 45 | 10.00 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 142,300 | 1,029.37 | 52,287 | 905.50 | |||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 283 | 0.00 | 104 | -11.21 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 4,063 | 1,510 | ||||||
| 2026-05-14 | 13F | Zacks Investment Management | 673 | -50.51 | 247 | -55.97 | ||||
| 2026-01-21 | 13F | Jericho Financial, Llp | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Activest Wealth Management | 338 | 0.00 | 124 | -10.79 | ||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 275 | 0.00 | 101 | -10.62 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 925 | 0.00 | 382 | 0.00 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 796,750 | 4.63 | 292,772 | -6.93 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Rolek Wealth Management LLC | 2,218 | 0.05 | 815 | -11.04 | ||||
| 2026-04-29 | 13F | Your Advocates Ltd., LLP | 45 | 0.00 | 17 | -11.11 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 1,895 | 0.00 | 782 | 2.62 | ||||
| 2026-06-04 | 13F | Fischer Investment Strategies, Llc | 5,563 | -2.09 | 2,044 | -12.84 | ||||
| 2026-04-29 | 13F | Waters Parkerson & Co., Llc | 1,207 | 0.08 | 444 | -10.87 | ||||
| 2026-05-08 | 13F | Mathes Company, Inc. | 15,790 | 0.00 | 6 | -16.67 | ||||
| 2026-05-04 | 13F | Checchi Capital Advisers, LLC | 9,222 | -30.74 | 3,389 | -38.36 | ||||
| 2026-02-24 | 13F | Bell Investment Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 9,904 | 6.40 | 4 | 0.00 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 9,626 | -4.90 | 3,973 | -2.46 | ||||
| 2026-04-14 | 13F | Palisade Asset Management, LLC | 860 | 0.00 | 316 | -11.02 | ||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 2,300 | -10.23 | 845 | -20.06 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-06-02 | 13F/A | Parallel Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 200 | 0.00 | 73 | -10.98 | ||||
| 2026-04-27 | 13F | Commonwealth Equity Services, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 11,707 | 4,302 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 111,482 | 4.83 | 41 | -6.98 | ||||
| 2026-01-22 | 13F | Premier Path Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 3,058 | 7.26 | 1,124 | -4.51 | ||||
| 2026-05-07 | 13F | Rice Partnership, LLC | 129 | 0.00 | 48 | -11.32 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 2,239 | 131.54 | 823 | 106.02 | ||||
| 2026-04-15 | 13F | Hilltop Wealth Advisors, Llc | 8,276 | -1.30 | 3,041 | -12.16 | ||||
| 2026-05-06 | 13F | Wall Street Financial Group, Inc. | 101 | 37 | ||||||
| 2026-04-21 | 13F | SpringVest Wealth Management LLC | 1,125 | 0.00 | 413 | -10.99 | ||||
| 2026-04-23 | 13F | Bell Bank | 1,381 | 5.50 | 507 | -6.11 | ||||
| 2026-05-07 | 13F | Amara Financial, Llc. | 62,600 | -4.55 | 23,002 | -15.04 | ||||
| 2026-02-13 | 13F | Luminist Capital LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Breakwater Investment Management | 12,122 | -0.93 | 4,454 | -11.80 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 4,634 | 0.00 | 1,703 | -10.98 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 3,428 | -0.70 | 1,259 | -11.59 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 20,565 | -18.49 | 7,556 | -27.44 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 36 | 0.00 | 13 | -7.14 | ||||
| 2026-05-15 | 13F | Capital & Planning, Llc | 6 | 2 | ||||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 1,276 | 23.29 | 469 | 9.60 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 3,423 | 1.12 | 1,258 | -10.02 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 2,510 | -3.46 | 922 | -14.07 | ||||
| 2026-05-01 | 13F | Win Advisors, Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-07 | 13F | ODonnell Financial Services, LLC | 49,157 | 0.83 | 18,048 | -10.31 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 6,183 | 851.23 | 2,272 | 747.39 | ||||
| 2026-05-11 | 13F | Commerce Bank | 1,537 | 21.41 | 565 | 8.05 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 3,202 | 391.86 | 267 | 6.37 | ||||
| 2026-04-27 | 13F | Oxbow Advisors, LLC | 3,924 | 0.10 | 1,442 | -10.94 | ||||
| 2026-04-13 | 13F | Buska Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 8,099 | 63.52 | 2,976 | 45.67 | ||||
| 2026-04-22 | 13F | Mason & Associates, LLC | 855 | 0.00 | 314 | -10.80 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 1,763 | 0.00 | 648 | -11.00 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 54,827 | -16.70 | 20,146 | -25.85 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 1,246 | 26.75 | 458 | 12.84 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 806 | 0.00 | 296 | -10.84 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 2,028 | 7.42 | 745 | -4.36 | ||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 44,914 | -3.40 | 16,503 | -14.01 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 785 | 0.00 | 288 | -11.11 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 7,431 | 1,416.53 | 2,730 | 1,251.49 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 548 | 0.00 | 201 | -11.06 | ||||
| 2026-05-11 | 13F | Ponta Wealth Partners, LLC | 621 | 0.00 | 228 | -10.94 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Redwood Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,026 | -1.36 | 744 | -12.16 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 495 | 0.00 | 182 | -11.27 | ||||
| 2026-05-05 | 13F | UBS Group AG | Put | 4,500 | 1,653 | |||||
| 2026-05-05 | 13F | UBS Group AG | 1,037,729 | -5.66 | 381,303 | -16.02 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 43,166 | 24.48 | 15,861 | 10.81 | ||||
| 2026-05-04 | 13F | Copia Wealth Management | 600 | -24.81 | 220 | -33.13 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 825 | 0.00 | 303 | -10.88 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 1,375 | 18.64 | 568 | 21.67 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 3 | 1 | ||||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 4,199 | 1.18 | 1,543 | -9.93 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 1,807 | -1.42 | 664 | -12.30 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 3,591 | -35.61 | 1,319 | -42.70 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 541,188 | 20.10 | 200,735 | 7.92 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 13,727 | 5,044 | ||||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 17,291 | 6,353 | ||||||
| 2026-05-01 | 13F | American Trust | 3,637 | -6.43 | 1,336 | -16.71 | ||||
| 2026-04-14 | 13F | Rf&l Wealth Management, Llc | 855 | 0.00 | 314 | -10.80 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 70 | 0.00 | 26 | -10.71 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 83,274 | 1.79 | 30,598 | -9.39 | ||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 1,137 | 0.00 | 418 | -11.09 | ||||
| 2026-05-15 | 13F | Valley Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Hohimer Wealth Management, Llc | 643 | 236 | ||||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 120 | 0.00 | 44 | -10.20 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 205 | 0.00 | 75 | -10.71 | ||||
| 2026-05-15 | 13F | EFG International AG | 120 | 44 | ||||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 9,850 | -3.57 | 3,619 | -14.16 | ||||
| 2026-04-21 | 13F | Beaumont Asset Management, L.L.C. | 6,651 | -15.12 | 2,444 | -24.46 | ||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 14,746 | 6.17 | 5,418 | -5.48 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 27,186 | -5.45 | 9,989 | -15.83 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 100 | 0.00 | 37 | -12.20 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 3,746 | -3.30 | 1,376 | -13.95 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 1,018 | 0.59 | 374 | -10.55 | ||||
| 2026-05-06 | 13F | Cedar Point Capital Partners, LLC | 29,056 | 4.80 | 10,676 | -6.71 | ||||
| 2026-04-01 | 13F | Vigilare Wealth Management | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Coquina Private Wealth LLC | 20,216 | 23.10 | 7,428 | 9.59 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 843 | -14.08 | ||||||
| 2026-02-26 | 13F/A | Authentikos Wealth Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 290 | 0.00 | 107 | -10.92 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 447 | 164 | ||||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 12,865 | -0.15 | 4,727 | -11.13 | ||||
| 2025-12-16 | 13F | Garde Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Operose Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 1,660 | -38.45 | 610 | -45.28 | ||||
| 2026-05-14 | 13F | Financial Advisors Network, Inc. | 590 | -1.67 | 217 | -12.55 | ||||
| 2026-04-24 | 13F | Gilliland Jeter Wealth Management LLC | 5,098 | 0.10 | 1,873 | -10.89 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 70,315 | 61.15 | 25,836 | 43.45 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 1,599 | -1.24 | 588 | -12.13 | ||||
| 2026-05-07 | 13F | Ridgepath Capital Management LLC | 2,496 | 0.00 | 917 | -8.67 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 525 | -16.00 | 195 | -24.12 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 45 | -95.28 | 19 | -95.30 | ||||
| 2026-04-22 | 13F | LifeSteps Financial, Inc. | 3,496 | -5.90 | 1,284 | -16.24 | ||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | 4,430 | 17.07 | 1,628 | 4.23 | ||||
| 2026-05-12 | 13F | Saiph Capital, LLC | 655 | 0.00 | 241 | -11.11 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 250 | 0.00 | 92 | -11.65 | ||||
| 2026-04-29 | 13F | BHK Investment Advisors, LLC | 78,444 | -0.55 | 28,824 | -11.47 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 15,899 | 97.50 | 5,842 | 75.83 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 4,555 | -1.39 | 1,674 | -12.22 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 2,492 | -2.88 | 916 | -13.60 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 552 | 203 | ||||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 279 | -27.91 | 99 | -39.13 | ||||
| 2026-05-12 | 13F | Channel Wealth Llc | 787 | -8.06 | 289 | -18.13 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 1,426 | 0.07 | 524 | -10.88 | ||||
| 2026-04-29 | 13F | Capstone Wealth Management Group, Llc | 32,676 | 2.65 | 12,006 | -8.62 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 9,132 | 0.13 | 3,355 | -10.87 | ||||
| 2026-02-11 | 13F | Harpswell Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Strategic Financial Partners, Ltd. | 11,736 | -1.63 | 4,313 | -12.43 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 12,986 | -1.41 | 4,772 | -12.25 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 94,646 | 1,247.85 | 34,777 | 1,100.00 | ||||
| 2026-04-27 | 13F | Wealthstar Advisors, Llc | 927 | 0.00 | 341 | -10.99 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 1,498 | 0.00 | 550 | -11.00 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 1,759 | 1.85 | 654 | -8.29 | ||||
| 2026-04-27 | 13F | Tanglewood Legacy Advisors, LLC | 200 | 0.00 | 73 | -10.98 | ||||
| 2026-05-11 | 13F | Oxford Wealth Group, LLC | 8,928 | -5.97 | 3,281 | -16.31 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 723 | 266 | ||||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 16,398 | -10.45 | 6,025 | -20.28 | ||||
| 2026-05-15 | 13F | Horizon Investment Services, LLC | 10,101 | 1.97 | 3,712 | -9.22 | ||||
| 2026-02-12 | 13F | Colonial Trust Advisors | 0 | -100.00 | 0 |
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