Estatísticas Básicas
| Proprietários Institucionais | 416 total, 415 long only, 0 short only, 1 long/short - change of 6.88% MRQ |
| Alocação Média no Portfólio | 0.3740 % - change of 9.61% MRQ |
| Ações Institucionais (Longas) | 5,442,135 (ex 13D/G) - change of 0.16MM shares 2.31% MRQ |
| Valor Institucional (Longa) | $ 1,201,119 USD ($1000) |
Propriedade Institucional e Acionistas
Vanguard World Fund - Vanguard Materials ETF (MX:VAW) tem 416 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 5,442,135 ações. Os maiores acionistas incluem Beacon Capital Management, Inc., Bank Of America Corp /de/, Empower Advisory Group, LLC, LPL Financial LLC, Morgan Stanley, Envestnet Asset Management Inc, Wells Fargo & Company/mn, Manufacturers Life Insurance Company, The, Raymond James Financial Inc, and Green Harvest Asset Management LLC .
Vanguard World Fund - Vanguard Materials ETF (BMV:VAW) 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
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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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 307 | -16.80 | 70 | -14.63 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 4,318 | 1.74 | 973 | 10.57 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 181 | 63.06 | 41 | 73.91 | ||||
| 2026-04-29 | 13F | Global Strategic Investment Solutions, LLC | 8,663 | -19.85 | 1,952 | -12.97 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 1,378 | -81.12 | 311 | -79.52 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Ameliora Wealth Management Ltd. | 51 | 0.00 | 11 | 10.00 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 72,046 | 4.39 | 16,236 | 13.33 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 2,788 | -24.01 | 637 | -16.43 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 1,526 | -2.18 | 344 | 6.19 | ||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 28,978 | 12.15 | 7 | 20.00 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 5,022 | -1.30 | 1,132 | 7.10 | ||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 1,524 | 36.07 | 336 | 44.40 | ||||
| 2026-05-13 | 13F | Choate Investment Advisors | 5,297 | 0.00 | 1,194 | 8.55 | ||||
| 2026-05-15 | 13F | Manufacturers Life Insurance Company, The | 225,065 | -9.48 | 50,716 | -1.72 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 2,536 | 1.04 | 526 | 2.33 | ||||
| 2026-05-13 | 13F | Heritage Trust Co | 1,766 | 0.00 | 398 | 8.47 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 486 | -0.61 | 110 | 7.92 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 40,162 | 7.94 | 9,050 | 17.20 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 2,257 | 8.56 | 509 | 17.87 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 2,768 | 19.36 | 624 | 29.52 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 511 | 0.00 | 115 | 8.49 | ||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 13 | 0.00 | 3 | 0.00 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 45,037 | -1.67 | 10,149 | 6.75 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 4,860 | -2.51 | 1,095 | 5.90 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 21,464 | -4.20 | 4,837 | 4.00 | ||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 25 | 0.00 | 6 | 0.00 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 1,867 | 421 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 78 | 18 | ||||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 41,618 | -5.16 | 9,378 | 2.96 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 23,735 | -1.17 | 5,348 | 7.76 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 245 | 0.00 | 55 | 10.00 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Wolff Financial Management Llc | 4,153 | 0.05 | 936 | 8.59 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 1,008 | 576.51 | 227 | 656.67 | ||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 2,391 | -39.79 | 545 | -35.81 | ||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 1,000 | 0.00 | 225 | 8.70 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 3,384 | -8.81 | 773 | 0.26 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 2,129 | -23.39 | 480 | -16.84 | ||||
| 2026-04-23 | 13F | Northstar Asset Management Llc | 1,185 | 0.00 | 267 | 8.98 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 104 | -94.88 | 23 | -94.54 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 22,383 | 22.30 | 5 | 66.67 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 3,559 | 1.37 | 802 | 10.33 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 4,540 | 11.74 | 1,023 | 21.35 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 52 | 12 | ||||||
| 2026-04-14 | 13F | Joule Financial, LLC | 3,818 | 0.37 | 861 | 9.00 | ||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 1,623 | 0.31 | 366 | 8.96 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 58 | 427.27 | 13 | 550.00 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 203 | -0.49 | 46 | 7.14 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 72,773 | 4.97 | 16,399 | 14.39 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 3,208 | 63.09 | 723 | 76.96 | ||||
| 2026-04-20 | 13F | WealthSpring Partners, LLC | 1,000 | 225 | ||||||
| 2026-01-23 | 13F | First PREMIER Bank | 0 | -100.00 | 0 | |||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 40 | -14.89 | 9 | 0.00 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 275 | 0.00 | 62 | 7.02 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 301 | 0.00 | 68 | 8.06 | ||||
| 2026-04-23 | 13F | Simmons Bank | 1,228 | 0.00 | 277 | 8.66 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 923 | 208 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 1,700 | 54.55 | 383 | 67.98 | |||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 1,800 | 12.50 | 406 | 21.99 | |||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 3,690 | 10.68 | 832 | 20.09 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 15,098 | -3.94 | 3,402 | 4.29 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 146 | 0.00 | 33 | 6.67 | ||||
| 2026-05-15 | 13F | Breakwater Investment Management | 65 | 0.00 | 15 | 7.69 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 35 | 0.00 | 8 | 0.00 | ||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 1,193 | 0.00 | 269 | 8.91 | ||||
| 2026-04-15 | 13F | Curran Financial Partners, LLC | 4,155 | -3.75 | 936 | 4.58 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 3,217 | 0.19 | 725 | 8.86 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 90,452 | -7.26 | 20,383 | 0.69 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 1,605 | 0.00 | 362 | 8.41 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 2,949 | -10.64 | 665 | -2.92 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 37,431 | 28.22 | 8,435 | 39.20 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 627 | 34.84 | 141 | 46.88 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Missouri Trust & Investment Co | 56 | 0.00 | 13 | 9.09 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 533 | 120 | ||||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 24 | 0.00 | 5 | 25.00 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | Fountainhead AM, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | Builder Investment Group Inc /adv | 4,853 | 0.00 | 1,094 | 8.54 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 19,932 | -22.45 | 4,492 | -15.80 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 444 | 11.00 | 100 | 19.28 | ||||
| 2026-05-19 | 13F | Front Row Advisors LLC | 125 | 0.00 | 28 | 12.00 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 2,342 | -0.09 | 1 | |||||
| 2026-04-13 | 13F | Buska Wealth Management, LLC | 9,118 | -27.07 | 2,055 | -20.82 | ||||
| 2026-05-11 | 13F | Commerce Bank | 1,025 | 231 | ||||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 914 | -16.76 | 206 | -9.69 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 7,162 | -3.16 | 1,614 | 5.08 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 95 | 0 | ||||||
| 2026-04-27 | 13F | Tsfg, Llc | 18 | 0 | ||||||
| 2026-04-22 | 13F | Union Bancaire Privee, UBP SA | 1,000 | 0.00 | 192 | 7.87 | ||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 1,342 | -2.26 | 302 | 6.34 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | UBS Group AG | 123,494 | 13.57 | 27,828 | 23.31 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 13,551 | 6.93 | 3,054 | 16.08 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 5,175 | 0.02 | 1,166 | 4.01 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 49 | 0.00 | 11 | 10.00 | ||||
| 2026-04-15 | 13F | Lighthouse Financial Services Inc /adv | 23,376 | -0.01 | 5,530 | 13.97 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 1,145 | 0.09 | 258 | 8.86 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 3,790 | 112.32 | 854 | 130.81 | ||||
| 2026-01-20 | 13F | Signaturefd, Llc | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 437 | -4.59 | 91 | 4.65 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 1,193 | 12.65 | 248 | 14.35 | ||||
| 2026-04-22 | 13F | Silver Coast Investments LLC | 16,806 | 1.50 | 3,787 | 10.22 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 6,202 | 0.00 | 1,398 | 8.55 | ||||
| 2026-04-28 | 13F | McGuire Investment Group, LLC | 1,148 | 9.54 | 259 | 18.89 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 3,066 | 17.65 | 691 | 27.78 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 2,838 | 33.05 | 640 | 44.57 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 1,587 | 23.79 | 358 | 34.21 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 6,319 | 0.43 | 1,424 | 9.12 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 33 | 3.12 | 7 | 16.67 | ||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 2,334 | -0.17 | 548 | 12.78 | ||||
| 2026-04-20 | 13F | City State Bank | 3,834 | -1.79 | 864 | 6.54 | ||||
| 2026-05-15 | 13F | DT Investment Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Northern Trust Corp | 6,089 | 13.60 | 1,372 | 23.38 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 40,621 | 1.61 | 9,154 | 10.32 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 218 | 0.00 | 49 | 8.89 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 9,887 | 2,228 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 322 | 278.82 | 73 | 323.53 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 17 | 4 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 1,043 | 162.06 | 235 | 186.59 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 163 | -5.23 | 34 | -5.71 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 6,138 | -14.48 | 1 | 0.00 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 1,235 | 0.00 | 278 | 8.59 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 24 | 0.00 | 5 | 25.00 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 222 | -25.75 | 50 | 8.70 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 343,740 | -11.21 | 77,458 | -3.59 | ||||
| 2026-04-13 | 13F | Bnc Wealth Management, Llc | 1,062 | 0.00 | 239 | 8.64 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 3,826 | -0.52 | 862 | 8.02 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 2,098 | 5.37 | 473 | 14.29 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 969 | 80.78 | 218 | 96.40 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 17,056 | 3,843 | ||||||
| 2026-05-12 | 13F | One Capital Management, LLC | 1,100 | 0.00 | 248 | 8.33 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 23,816 | 3.76 | 5,367 | 12.64 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 133 | 30 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1,014 | -26.36 | 229 | -20.00 | ||||
| 2026-01-02 | 13F | Boltwood Capital Management | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 5 | 1 | ||||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 4,945 | 0.00 | 1,115 | 8.58 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 24,667 | -5.77 | 5,120 | 102,280.00 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 7,075 | 2.08 | 1,594 | 10.85 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 42 | 0.00 | 10 | 12.50 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 1,961 | 0.00 | 442 | 8.35 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 25 | 0.00 | 6 | 0.00 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 186 | 7.56 | ||||||
| 2026-04-23 | 13F | Woodward Diversified Capital, Llc | 4,895 | -5.19 | 1,156 | 7.84 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 29 | 7 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 16 | 0.00 | 4 | 0.00 | ||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 31 | 0.00 | 7 | 0.00 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 3,890 | -1.02 | 877 | 7.48 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 254 | 0.00 | 57 | 9.62 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 2,268 | -4.59 | 511 | 3.65 | ||||
| 2026-05-14 | 13F | O'ROURKE & COMPANY, Inc | 1,894 | 4.64 | 427 | 13.60 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 3,134 | 72.39 | 1 | |||||
| 2026-04-16 | 13F | Swisher Financial Concepts, Inc. | 1,005 | -3.83 | 226 | 4.63 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 4,492 | -2.60 | 932 | -1.27 | ||||
| 2026-04-03 | 13F | Coastline Trust Co | 325 | 0.00 | 73 | 8.96 | ||||
| 2026-05-15 | 13F | Kinloch Capital, LLC | 11,548 | 2,602 | ||||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 4,997 | -4.51 | 1,126 | 3.68 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 49 | 0.00 | 11 | 10.00 | ||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 996 | 1.01 | 224 | 9.80 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 2,637 | -3.69 | 594 | 4.58 | ||||
| 2026-05-15 | 13F | Chevy Chase Trust Holdings, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 1,207 | -33.35 | 272 | -27.73 | ||||
| 2026-06-01 | 13F | Flagship Wealth Advisors, Llc | 623 | 3.49 | 121 | -2.42 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 2,673 | 23.52 | 602 | 34.08 | ||||
| 2026-05-12 | 13F | Vickerman Investment Advisors, Inc. | 21,438 | -8.05 | 4,831 | -0.19 | ||||
| 2026-02-04 | 13F | Nwam Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 1,291 | 0.00 | 291 | 8.61 | ||||
| 2026-05-04 | 13F | Fell Capital Management /adv | 11,495 | -1.71 | 2,590 | 6.72 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 985 | 222 | ||||||
| 2026-05-12 | 13F | Turning Point Benefit Group, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Caitlin John, LLC | 500 | 0.00 | 113 | 8.74 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 1,162 | 0.00 | 262 | 8.30 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Maseco Llp | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Sage Capital Management, LLC | 3,776 | 0.24 | 852 | 8.82 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 3,224 | 0.31 | 727 | 8.85 | ||||
| 2026-04-07 | 13F | Pathway Financial Advisors LLC | 7,240 | 0.00 | 1,651 | 4.36 | ||||
| 2026-05-12 | 13F | ESG Planning | 5,446 | 12.75 | 1,227 | 22.46 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 545 | 0.55 | 126 | 0.80 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 5 | 0.00 | 1 | 0.00 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 6,844 | 5.67 | 1,542 | 14.73 | ||||
| 2026-02-17 | 13F | Strategic Investment Advisors / MI | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 9,583 | 0.62 | 2,159 | 9.26 | ||||
| 2026-05-14 | 13F | Nan Shan Life Insurance Co., Ltd. | 38,836 | 8,751 | ||||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 23 | 0.00 | 5 | 25.00 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 259,283 | 7.78 | 58,427 | 17.02 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 1,706 | 0.00 | 384 | 8.47 | ||||
| 2026-05-14 | 13F | Marshall Wace, Llp | 6,054 | 126.40 | 1,364 | 182.40 | ||||
| 2026-04-21 | 13F | North Forty Two & Co. | 2,400 | 0.00 | 541 | 8.43 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 131 | 0.00 | 30 | 7.41 | ||||
| 2026-04-30 | 13F | Paladin Advisory Group, LLC | 113 | 0.00 | 25 | 8.70 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 3,544 | 6.24 | 799 | 15.32 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 89,211 | -26.65 | 20,103 | -20.36 | ||||
| 2026-05-08 | 13F | Bokf, Na | 2,989 | 0.00 | 674 | 8.55 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 2,507 | 9.67 | 565 | 18.99 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 5,665 | 31.68 | 1,277 | 43.05 | ||||
| 2026-05-13 | 13F | Ingalls & Snyder Llc | 1,475 | 0.00 | 0 | |||||
| 2026-04-21 | 13F | Christine Messmer Pc | 2,044 | -2.81 | 461 | 5.50 | ||||
| 2026-04-08 | 13F | Olistico Wealth, LLC | 25 | -65.75 | 6 | -66.67 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 7,745 | -1.64 | 1,745 | 6.79 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 1,081 | 5.98 | 244 | 15.17 | ||||
| 2026-04-08 | 13F | Spinnaker Investment Group, LLC | 3,368 | 759 | ||||||
| 2026-01-12 | 13F | Heartwood Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | Certified Advisory Corp | 19,202 | -4.28 | 4,327 | 3.94 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 72 | 16 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 3,675 | -0.35 | 828 | 8.24 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 3,912 | -2.13 | 882 | 6.27 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 521 | 0.19 | 118 | 9.35 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 125 | 0.00 | 28 | 12.00 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 20,284 | 5.10 | 4,571 | 14.11 | ||||
| 2026-04-27 | 13F | Boyd Watterson Asset Management Llc/oh | 42 | 0.00 | 9 | 12.50 | ||||
| 2026-05-15 | 13F | Kcm Investment Advisors Llc | 42,492 | 15.11 | 9,575 | 24.98 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 500 | 0.00 | 113 | 8.74 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 103 | -13.45 | 23 | -4.17 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 1,571 | 14.42 | 371 | 30.28 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 40 | 0.00 | 9 | 12.50 | ||||
| 2026-05-08 | 13F/A | Beacon Capital Management, Inc. | 454,180 | -7.98 | 102,345 | -0.09 | ||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 85 | 0.00 | 19 | 11.76 | ||||
| 2026-04-09 | 13F | Dorato Capital Management | 4,243 | 0.00 | 996 | 4.41 | ||||
| 2026-04-16 | 13F | Trinity Legacy Partners, LLC | 2,808 | -1.44 | 664 | 12.35 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 3,870 | 1.02 | 872 | 9.69 | ||||
| 2026-05-12 | 13F | Dearborn Partners Llc | 981 | 221 | ||||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 5 | 0.00 | 1 | 0.00 | ||||
| 2026-02-04 | 13F | Ground Swell Capital, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 1,161 | 13.94 | 262 | 23.70 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 3,343 | 4.14 | 753 | 13.06 | ||||
| 2026-05-15 | 13F | Gw Henssler & Associates Ltd | 62,938 | -0.68 | 14,183 | 7.84 | ||||
| 2026-04-13 | 13F | Farrell Financial LLC | 7,354 | 0.99 | 1,657 | 9.66 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 1,213 | -3.35 | 273 | 5.00 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 89 | 0.00 | 20 | 11.11 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 50 | 0.00 | 11 | 10.00 | ||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 4,304 | 18.90 | 970 | 29.03 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 2,503 | -4.25 | 564 | 4.06 | ||||
| 2026-05-13 | 13F | Cornerstone Select Advisors, LLC | 935 | 211 | ||||||
| 2026-04-16 | 13F | Stephen J. Garry & Associates, Llc | 2,685 | -0.04 | 605 | 8.62 | ||||
| 2026-05-15 | 13F | Wealth Preservation Advisors, LLC | 16 | -92.86 | 4 | -93.48 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 28,403 | 11.39 | 6,400 | 20.94 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 308,585 | 4.40 | 69,536 | 13.34 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 1,600 | 23.08 | 361 | 33.83 | |||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 2,296 | 4.08 | 517 | 13.13 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 10,747 | 166.81 | 2,422 | 189.59 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 3,000 | 6.35 | 676 | 15.56 | ||||
| 2026-04-23 | 13F | Guardian Wealth Management, LLC | 24,110 | -7.44 | 5,433 | 0.50 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 28,475 | 0.15 | 6,416 | 8.75 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 14,043 | -1.04 | 3,164 | 7.44 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 2,203 | -63.26 | 496 | -60.13 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 13,369 | -10.03 | 3,013 | -2.33 | ||||
| 2026-04-21 | 13F | Founders Capital Management | 12 | 0.00 | 3 | 0.00 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 234,944 | -2.32 | 52,942 | 6.05 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 13,085 | -8.51 | 2,438 | -22.41 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 9,889 | -3.29 | 2,228 | 5.00 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 6 | 0.00 | 1 | 0.00 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 2,895 | 33.53 | 601 | 35.97 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 24 | 0.00 | 5 | 25.00 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 202 | 0.00 | 46 | 9.76 | ||||
| 2026-05-08 | 13F | Birchcreek Wealth Management, LLC | 1,930 | 9.78 | 435 | 19.23 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 3 | 1 | ||||||
| 2026-04-22 | 13F | Yoder Wealth Management, Inc. | 1,654 | -14.52 | 373 | -7.23 | ||||
| 2026-04-21 | 13F | Axiom Financial Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 980 | -4.39 | 221 | 3.77 | ||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 3 | -78.57 | 1 | -100.00 | ||||
| 2026-04-23 | 13F | Kohmann Bosshard Financial Services, LLC | 47 | 0.00 | 11 | 11.11 | ||||
| 2026-05-15 | 13F | Sierra Capital LLC | 10,398 | 0.00 | 2 | 0.00 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 417,994 | -70.25 | 94,191 | -67.70 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 3,229 | -12.99 | 728 | -5.58 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 967 | 0.00 | 218 | 8.50 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 4,336 | 92.63 | 977 | 109.21 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 6 | 1 | ||||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 1,739 | -7.20 | 392 | 0.51 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 10,458 | 1.04 | 2,357 | 9.68 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 365 | 16.99 | 82 | 28.13 | ||||
| 2026-01-06 | 13F | Tucker Asset Management Llc | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 1,266 | 0.40 | 285 | 9.20 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Bayban | 102 | 0.00 | 23 | 4.76 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 8,362 | 67.21 | 1,838 | 77.24 | ||||
| 2026-04-13 | 13F | Gibraltar Capital Management, Inc. | 16,217 | 0.00 | 3,654 | 8.59 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 1,472 | 1.73 | 332 | 10.33 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 2,746 | 0.07 | 624 | 4.17 | ||||
| 2026-02-12 | 13F | Compass Capital Corp /ma/ /adv | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Kanawha Capital Management Llc | 4,918 | -1.01 | 1,108 | 7.47 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 170,321 | 4.59 | 38,380 | 13.56 | ||||
| 2026-05-20 | 13F | TrueWealth Financial Partners | 11,549 | 2,602 | ||||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 2 | 0.00 | 0 | |||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 25 | 0.00 | 0 | |||||
| 2026-04-24 | 13F | Key FInancial Inc | 196 | -45.71 | 44 | -40.54 | ||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 29 | 0.00 | 7 | 0.00 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 19,143 | -1.74 | 4,314 | 6.68 | ||||
| 2026-04-16 | 13F | MontVue Capital Management, Inc. | 1,557 | 0.00 | 351 | 8.36 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 50 | 11 | ||||||
| 2026-05-01 | 13F | Cdkv Holdings Llc | 582 | 0.17 | 131 | 9.17 | ||||
| 2026-04-15 | 13F | City Holding Co | 863 | 0.00 | 194 | 8.38 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2026-04-02 | 13F | Collective Family Office Llc | 1,295 | 0.00 | 292 | 8.58 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 732 | 87.21 | 165 | 102.47 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 4,317 | -10.84 | 973 | -3.19 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 30,340 | -1.09 | 6,837 | 7.38 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 2,324 | -7.78 | 524 | 0.19 | ||||
| 2026-05-13 | 13F | Alliance Wealth Advisors, LLC | 2,533 | 0.00 | 571 | 8.57 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 51 | 82.14 | 11 | 120.00 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 1,026 | 0.00 | 231 | 8.96 | ||||
| 2026-04-06 | 13F | CX Institutional | 1,558 | -9.47 | 0 | |||||
| 2026-05-14 | 13F | Cwm, Llc | 372 | 0.00 | 84 | |||||
| 2026-05-14 | 13F | Wealth Alliance | 1,874 | -1.63 | 422 | 6.84 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 13,700 | 0.29 | 3,098 | 8.97 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | C M Bidwell & Associates Ltd | 313 | 69.19 | 71 | 84.21 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 4,308 | 0.00 | 971 | 8.50 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 2,238 | -4.28 | 504 | 3.92 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 4,195 | -1.48 | 1 | |||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 1,714 | 0.82 | 386 | 9.66 | ||||
| 2026-05-11 | 13F | Madden Advisory Services, Inc. | 2,211 | 39.76 | 498 | 51.83 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 972 | -34.59 | 222 | -28.25 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 2,116 | 14.25 | 444 | 15.36 | ||||
| 2026-02-13 | 13F | Barclays Plc | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 1,315 | 0.00 | 296 | 8.82 | ||||
| 2026-05-15 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 1,900 | -3.06 | 428 | 5.42 | ||||
| 2026-01-05 | 13F | GAMMA Investing LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | BlackRock, Inc. | 8,219 | 2.49 | 1,852 | 11.24 | ||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | PFG Advisors | 1,213 | -0.41 | 273 | 8.33 | ||||
| 2026-05-08 | 13F | Idaho Trust Bank | 913 | 206 | ||||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 5,168 | -0.96 | 1,165 | 7.58 | ||||
| 2026-05-01 | 13F | American Trust | 1,001 | -0.20 | 226 | 8.17 | ||||
| 2026-05-15 | 13F | Resources Management Corp /ct/ /adv | 22,543 | -4.21 | 5 | 25.00 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 20 | 0.00 | 5 | 0.00 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 2,113 | -1.54 | 476 | 6.97 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 12,825 | -13.20 | 2,890 | -5.77 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 3,405 | -2.55 | 767 | 5.79 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 120 | 0.00 | 27 | 12.50 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 19,898 | -18.57 | 4,484 | -11.59 | ||||
| 2026-05-08 | 13F | Banco Santander, S.A. | 53,997 | 93.37 | 12,168 | 109.96 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 334 | 0.00 | 75 | 8.70 | ||||
| 2026-05-14 | 13F | Tripletail Wealth Management, LLC | 393 | 0.00 | 90 | 9.88 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 541 | -1.81 | 0 | |||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 4 | 1 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 14,508 | 0.39 | 3,269 | 9.00 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 1,793 | 404 | ||||||
| 2026-04-23 | 13F | Narwhal Capital Management | 1,332 | -5.80 | 300 | 2.39 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 38 | 0.00 | 9 | 14.29 | ||||
| 2026-05-06 | 13F | Hershey Financial Advisers, LLC | 7,537 | -9.11 | 1,698 | -1.34 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 6,074 | 10.56 | 1,369 | 20.00 | ||||
| 2026-02-12 | 13F | Foster Dykema Cabot & Partners, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Triumph Capital Management | 70 | 0.00 | 16 | 7.14 | ||||
| 2026-04-22 | 13F | Advocate Investing Services LLC | 571 | 0.00 | 129 | 8.47 | ||||
| 2026-05-01 | 13F | AF Advisors, Inc. | 5,017 | 1,131 | ||||||
| 2026-05-12 | 13F | Shade Tree Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | WealthCollab, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 1,081 | 0.00 | 224 | 1.36 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 212 | 0.00 | 48 | 6.82 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 1,370 | -4.99 | 309 | 1.99 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 2,010 | 0.00 | 453 | 8.39 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 49 | 0.00 | 11 | 10.00 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 182 | 41 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 57,276 | 1.82 | 12,611 | 8.02 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 18 | -60.87 | 4 | -55.56 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 9,745 | -3.43 | 2,196 | 4.82 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 1 | 0.00 | 0 | |||||
| 2026-05-13 | 13F | Monetary Management Group Inc | 45 | 0.00 | 10 | 11.11 | ||||
| 2026-04-07 | 13F | Calder Financial LLC | 2,053 | 34.36 | 469 | 47.63 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 3,053 | 8.96 | 688 | 18.24 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 5,571 | -7.84 | 1,255 | 0.08 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 28 | 0.00 | 6 | 20.00 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 254 | -13.31 | 57 | -5.00 | ||||
| 2026-04-16 | 13F | Prairiewood Capital, LLC | 9,391 | -1.63 | 2,116 | 6.81 | ||||
| 2026-05-06 | 13F | Bonfire Financial | 4,194 | -22.55 | 945 | -15.85 | ||||
| 2026-05-01 | 13F | Avion Wealth | 52 | 0.00 | 0 | |||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 1,739 | 0.00 | 392 | 8.61 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 172,265 | 2.97 | 38,818 | 11.79 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 4 | 1 | ||||||
| 2026-04-14 | 13F | eCIO, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Heritage Investment Group, Inc. | 1,700 | 0.00 | 383 | 8.81 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 8,720 | -1.60 | 1,810 | -0.33 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 15,389 | 20.29 | 3,468 | 30.58 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 11 | 0.00 | 3 | 0.00 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 1,000 | 0.00 | 225 | 8.70 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 54 | 0.00 | 12 | 9.09 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 2,749 | 7.51 | 620 | 16.79 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 30 | -76.92 | 7 | -76.92 | ||||
| 2026-05-12 | 13F | Creative Planning | 24,924 | -2.70 | 5,616 | 5.64 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 154 | 0.00 | 32 | 0.00 | ||||
| 2026-05-11 | 13F | Richmond Brothers, Inc. | 31,033 | -4.29 | 6,993 | 3.91 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Conservest Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 15 | 3 | ||||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 1,051 | 237 | ||||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 1,641 | -1.03 | 370 | 7.27 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 12,720 | -15.13 | 2,866 | -7.85 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 3,249 | -0.31 | 732 | 8.28 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 1,045 | -6.03 | 235 | 2.17 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Vista Investment Management | 6,809 | -1.16 | 1,534 | 7.35 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 2,251 | 507 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 20,080 | 15.64 | 4,526 | 25.59 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 11 | 0.00 | 2 | 0.00 | ||||
| 2026-04-16 | 13F | Polianta Ltd | 0 | -100.00 | 0 | |||||
| 2026-04-09 | 13F | Wedmont Private Capital | 0 | -100.00 | 0 | |||||
| 2026-04-16 | 13F | Davis Capital Management | 287 | 0.00 | 65 | 8.47 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 643 | 34.80 | 134 | 37.11 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 72 | 16 | ||||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 120 | 0.00 | 27 | 12.50 | ||||
| 2026-05-07 | 13F | Hanover Advisors Inc | 1,002 | 226 | ||||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 58 | 0 | ||||||
| 2026-04-22 | 13F | RBA Wealth Management, LLC | 1,174 | -1.10 | 265 | 7.32 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 175 | 0.00 | 39 | 8.33 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 2,246 | 506 | ||||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 2,177 | 0.88 | 491 | 9.62 | ||||
| 2026-05-15 | 13F | Fmr Llc | 6,803 | 1.77 | 1,533 | 10.45 | ||||
| 2026-04-29 | 13F | Sagace Wealth Management LLC | 10,043 | 1.26 | 2,263 | 9.96 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 3,144 | -6.76 | 709 | 1.29 | ||||
| 2026-05-13 | 13F | Dynamic Wealth Strategies, LLC | 360 | -6.74 | 81 | 1.25 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 13,715 | 28.67 | 3,091 | 39.69 | ||||
| 2026-05-04 | 13F | John A. Wolfe & Associates, Inc. | 3,992 | -0.55 | 900 | 7.92 | ||||
| 2026-04-15 | 13F | RCW Management, LLC | 948 | 214 | ||||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 300 | 0.00 | 0 | |||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 33,218 | -15.78 | 7,496 | -8.54 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 1,816 | 0.39 | 409 | 9.07 | ||||
| 2026-05-11 | 13F | Tranquilli Financial Advisor LLC | 16,499 | -1.25 | 3,718 | 7.21 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 11,423 | -41.76 | 2,574 | -36.78 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 14 | 0.00 | 3 | 50.00 | ||||
| 2026-05-07 | 13F | One Charles Private Wealth Services, LLC | 2,315 | -0.39 | 522 | 8.09 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 1,869 | 0.27 | 421 | 9.07 | ||||
| 2026-05-05 | 13F | Progressive Investment Management Corp | 700 | 0.00 | 158 | 8.28 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 1,596 | 4.59 | 360 | 13.61 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 8,865 | 307.40 | 1,998 | 342.79 | ||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 515 | 0.00 | 116 | 9.43 | ||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 1,045 | 235 | ||||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 940 | 8.29 | 212 | 17.22 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 226,706 | -5.48 | 51,086 | 2.62 | ||||
| 2026-01-29 | 13F | Comerica Bank | 6,474 | 0.89 | 1,344 | 2.21 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 3,251 | 281.13 | 733 | 313.56 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 3,243 | 2.46 | 731 | 11.28 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 1,008 | 227 | ||||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 1,031 | 0.00 | 232 | 8.92 | ||||
| 2026-05-13 | 13F | Private Wealth Advisors, LLC | 7,307 | -11.70 | 1,647 | -4.14 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 131 | -13.82 | 30 | -6.45 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 127 | 0.00 | 29 | 7.69 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 68,141 | -1.60 | 15,227 | 5.95 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 105 | 0.00 | 24 | 9.52 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 366 | 82 | ||||||
| 2026-05-11 | 13F | Capital Square, LLC | 1,121 | 265 | ||||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 5,615 | 0.02 | 1,265 | 8.58 | ||||
| 2026-05-14 | 13F | Novak & Powell Financial Services, Inc. | 2,986 | 0.30 | 673 | 8.91 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-11 | 13F | Strategic Wealth Designers | 7,499 | -1.15 | 1,690 | 7.31 | ||||
| 2026-01-28 | 13F | Dentgroup LLC | 2,993 | -0.13 | 621 | 1.14 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 100,000 | -6.28 | 22,534 | 1.76 | ||||
| 2026-04-13 | 13F | Trust Co | 38 | 111.11 | 9 | 166.67 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 12 | 2 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 91 | 160.00 | 19 | 157.14 | ||||
| 2026-05-06 | 13F | Centennial Bank/AR/ | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Mason Investment Advisory Services, Inc. | 2,804 | -0.07 | 632 | 8.42 | ||||
| 2026-04-08 | 13F | Sharper & Granite LLC | 10,087 | -1.90 | 2,273 | 6.51 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 3,008 | -27.13 | 678 | -20.91 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 16,395 | 27.09 | 3,694 | 37.99 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 0 | -100.00 | 0 |
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