Estatísticas Básicas
| Proprietários Institucionais | 705 total, 705 long only, 0 short only, 0 long/short - change of 5.11% MRQ |
| Alocação Média no Portfólio | 0.4705 % - change of 0.21% MRQ |
| Ações Institucionais (Longas) | 38,439,923 (ex 13D/G) - change of -1.22MM shares -4.25% MRQ |
| Valor Institucional (Longa) | $ 5,020,151 USD ($1000) |
Propriedade Institucional e Acionistas
Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF (MX:VSS) tem 705 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 38,439,923 ações. Os maiores acionistas incluem Empower Advisory Group, LLC, Jones Financial Companies Lllp, Mason Investment Advisory Services, Inc., Natixis Advisors, L.p., Bessemer Group Inc, State of New Jersey Common Pension Fund D, 1832 Asset Management L.P., Charles Schwab Investment Management Inc, Bank of New York Mellon Corp, and Morgan Stanley .
Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF (BMV:VSS) 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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Load All| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-08 | 13F | Equity Wealth Partners, LLC | 2,004 | 0.00 | 292 | 1.74 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 4,104 | -0.58 | 598 | 1.18 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 21 | 3 | ||||||
| 2026-04-20 | 13F | 25 Llc | 75,262 | -1.81 | 10,972 | -0.13 | ||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 1,896 | 268 | ||||||
| 2026-05-08 | 13F | Blair William & Co/il | 6,036 | 0.57 | 880 | 2.21 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 28,496 | -9.66 | 4,154 | -8.12 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 7,039 | -0.13 | 1,026 | 1.58 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 1,176 | -49.44 | 184 | -44.74 | ||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 86 | 0.00 | 13 | 0.00 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 2,028 | 0.00 | 296 | 1.72 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 1,011 | -34.61 | 0 | |||||
| 2026-04-06 | 13F | Trust Co of the South | 4,270 | 0.00 | 623 | 1.63 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 246 | 0.00 | 36 | 0.00 | ||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 11,459 | -0.03 | 2 | 0.00 | ||||
| 2026-05-07 | 13F | TCTC Holdings, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 60 | 0.00 | 9 | 0.00 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | JustInvest LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Change Path, LLC | 3,449 | 6.12 | 503 | 7.96 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 1,482 | -92.93 | 216 | -92.81 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 1,476 | 215 | ||||||
| 2026-05-11 | 13F | Alpha Financial Advisors, LLC | 9,595 | -16.11 | 1,399 | -14.70 | ||||
| 2026-05-14 | 13F | Strategic Financial Planning, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 10,859 | 1.84 | 1,583 | 3.60 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 752 | -8.63 | 111 | -9.02 | ||||
| 2026-01-23 | 13F | Rede Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 3,246 | -8.43 | 473 | -6.89 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 29,708 | 2.75 | 4,331 | 4.51 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 20,490 | -0.87 | 2,987 | 0.81 | ||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 15,612 | -1.31 | 2,276 | 0.40 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 1,479 | -0.27 | 216 | 1.42 | ||||
| 2026-04-22 | 13F | McLean Asset Management Corp | 8,035 | 0.17 | 1,171 | -1.68 | ||||
| 2026-05-12 | 13F | Clark Wealth Partners | 13 | 2 | ||||||
| 2026-05-06 | 13F | Intrust Bank Na | 12,419 | -26.78 | 1,811 | -25.55 | ||||
| 2026-05-13 | 13F | DRW Securities, LLC | 22,177 | 3,233 | ||||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 83,641 | 0.04 | 12,194 | 1.77 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 63,006 | -3.34 | 9,186 | -1.68 | ||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Atria Investments Llc | 2,135 | -78.97 | 311 | -78.63 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 1,534 | 224 | ||||||
| 2026-04-30 | 13F | LRI Investments, LLC | 6,307 | 0.00 | 919 | 1.77 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 22 | 0.00 | 3 | 0.00 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 2,877 | 31.43 | 419 | 33.87 | ||||
| 2026-05-14 | 13F | Johnson Financial Group, LLC | 67,703 | -19.07 | 9,870 | -17.68 | ||||
| 2026-05-06 | 13F | Windward Private Wealth Management Inc. | 5,569 | 0.00 | 812 | 1.63 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 32,700 | 33.91 | 4,767 | 36.20 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 2,675 | 4.17 | 390 | 5.71 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 67 | -11.84 | 10 | -10.00 | ||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 21 | 0.00 | 3 | 0.00 | ||||
| 2026-04-24 | 13F | Pw Advisors, Llc \ Fl | 9,669 | 0.00 | 1,410 | 1.73 | ||||
| 2026-05-13 | 13F | WealthCollab, LLC | 387 | 0.00 | 56 | 1.82 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 742,771 | 2.97 | 108,289 | 4.74 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 8,071 | -4.08 | 1,177 | -2.49 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 230 | 34 | ||||||
| 2026-05-14 | 13F | Causeway Capital Management Llc | 103,581 | 42.03 | 15,101 | 44.47 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1,046 | -34.87 | 152 | -33.91 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 7 | -56.25 | 1 | -50.00 | ||||
| 2026-04-20 | 13F | Tanager Wealth Management LLP | 44,941 | -0.77 | 6,552 | 0.92 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | CSM Advisors, LLC | 2,350 | 0.00 | 0 | |||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | St. Louis Trust Co | 23,478 | -2.87 | 3,423 | -1.21 | ||||
| 2026-05-11 | 13F | Haverford Trust Co | 28,478 | 0.07 | 4,152 | 1.77 | ||||
| 2026-05-14 | 13F | Jacobs Equity LLC | 12,699 | 59.06 | 1,851 | 61.80 | ||||
| 2026-05-18 | 13F | Hamilton Wealth, LLC | 4,838 | 100.00 | 705 | 103.76 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 17,504 | 1.16 | 2,552 | 2.86 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 2,624 | 5.47 | 383 | 7.30 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 6,925 | -40.59 | 1,010 | -39.58 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 13,556 | 105.11 | 1,976 | 108.66 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 162 | -16.49 | 24 | -14.81 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 3,345 | 0.00 | 488 | 1.67 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 3,877 | -0.05 | 1 | |||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 1,551 | -40.69 | 226 | -39.57 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 73 | 0.00 | 11 | 0.00 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 44 | 0.00 | 0 | |||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 15,866 | 42.91 | 2,313 | 231,200.00 | ||||
| 2026-04-21 | 13F | Sage Financial Management Group, Inc. | 41,591 | 1.71 | 6,064 | 3.46 | ||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 6,981 | 1,018 | ||||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 15 | 0.00 | 2 | 0.00 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 13,457 | -0.16 | 1,962 | 1.55 | ||||
| 2026-02-13 | 13F | Barclays Plc | 1,145 | 0.00 | 164 | 0.61 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 1 | 0.00 | 0 | |||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 29 | 4 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 5,995 | 0.20 | 874 | 1.87 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 726 | 0.00 | 106 | 0.96 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 8,789 | 0.10 | 1,281 | 1.51 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 5,204 | 735.31 | 759 | 751.69 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 313,974 | -9.58 | 45,774 | -8.03 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 2,527 | 0.00 | 368 | 1.66 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 32,635 | 1.30 | 4,758 | 3.03 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 7,234 | -69.15 | 1,055 | -68.63 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 1,573 | -23.42 | 229 | -22.11 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 1,345 | 3,742.86 | 0 | |||||
| 2026-04-09 | 13F | Aletheian Wealth Advisors LLC | 32,316 | -2.32 | 4,711 | -0.11 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 1,608 | -0.99 | 238 | 2.59 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 12,806 | -16.17 | 1,867 | -14.76 | ||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 3,412 | 0.00 | 497 | 1.64 | ||||
| 2026-05-15 | 13F | Aberdeen Wealth Management LLC | 24,145 | 0.00 | 3,520 | 1.73 | ||||
| 2026-05-14 | 13F | 1832 Asset Management L.P. | 1,467,778 | -0.12 | 213,987 | 1.60 | ||||
| 2026-05-14 | 13F | E&R Wealth Management, LLC | 45,889 | 1.54 | 6,690 | 3.29 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 3,744 | 546 | ||||||
| 2026-04-24 | 13F | Patten Group, Inc. | 4,445 | 16.30 | 648 | 18.46 | ||||
| 2026-05-12 | 13F | Bear Mountain Capital, Inc. | 22,754 | -0.35 | 3,624 | 6.43 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 12,248 | 56.38 | 1,786 | 59.09 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 12,750 | -8.08 | 1,859 | -6.54 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 5,058 | 29.99 | 737 | 32.32 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 14,535 | -10.74 | 2,119 | -9.17 | ||||
| 2026-05-13 | 13F | Anson Capital, Inc. | 3,311 | -0.45 | 483 | 1.26 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 3,873 | 2.79 | 565 | 4.44 | ||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 10,679 | 0.41 | 1,639 | 7.55 | ||||
| 2026-05-15 | 13F | Atlanta Consulting Group Advisors, LLC | 14,004 | 0.51 | 2,042 | 2.20 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 3,297 | 0.00 | 481 | 1.69 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 11,960 | 6.91 | 1,744 | 8.73 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 1,231 | -8.54 | 179 | -6.77 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 73,365 | 3.38 | 10,696 | 5.15 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 14 | 0.00 | 0 | |||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | Cassilly Financial Group LLC | 13,589 | 0.81 | 1,981 | 2.54 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 80,766 | -4.47 | 11,775 | -2.83 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 275,442 | -3.90 | 39,479 | 98,597.50 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 349,644 | 6.51 | 50,975 | 8.34 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 187 | 0.00 | 27 | 3.85 | ||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 7,340 | -1.58 | 1,070 | 0.19 | ||||
| 2026-05-07 | 13F | Pillar Financial Advisors, LLC | 1,209 | 0.00 | 176 | 1.73 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 7,799 | 3.09 | 1,137 | 4.89 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 9,914 | -10.79 | 1,445 | -9.23 | ||||
| 2026-05-08 | 13F | Minot DeBlois Advisors LLC | 8,982 | 1.39 | 1,310 | 3.15 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 839 | 60.42 | 122 | 64.86 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 4,995 | 2.67 | 728 | 4.45 | ||||
| 2026-04-08 | 13F | Gladwyn Financial Advisors, Inc. | 47,879 | -2.65 | 6,980 | -0.98 | ||||
| 2026-04-14 | 13F | Congress Asset Management Co /ma | 11,398 | 0.50 | 1,662 | 2.22 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 216 | 0.00 | 31 | 3.33 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 9,783 | 27.18 | 1,402 | 27.92 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 9,039 | -4.81 | 1,296 | -4.29 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 3,682 | 9.06 | 582 | 12.60 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 128 | 19 | ||||||
| 2026-05-15 | 13F | JMN Financial LLC | 5,350 | 3.86 | 780 | 5.56 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 19 | 0.00 | 3 | 0.00 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 3,010 | 8.39 | 439 | 10.05 | ||||
| 2026-04-22 | 13F | Fort Washington Investment Advisors Inc /oh/ | 2,183 | -5.21 | 318 | -3.64 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Adviser Investments LLC | 119,598 | 22.24 | 17,436 | 24.34 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 304 | 44 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 4,459 | 0.36 | 650 | 2.20 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 16 | 0.00 | 2 | 0.00 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 116 | 17 | ||||||
| 2026-04-28 | 13F | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 32,715 | 10.59 | 4,770 | 12.50 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 3,301 | -99.98 | 481 | -97.76 | ||||
| 2026-04-15 | 13F | Hartford Financial Management Inc. | 80 | 0.00 | 12 | 0.00 | ||||
| 2026-01-08 | 13F | Charis Legacy Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 56,981 | -2.40 | 8,307 | -0.73 | ||||
| 2026-05-08 | 13F | Red Wave Investments LLC | 13,143 | -18.58 | 1,916 | -17.16 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 1,931 | 6.16 | 282 | 8.08 | ||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 28,653 | -2.13 | 4,177 | -0.45 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 2,691 | 20.19 | 392 | 22.50 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 5 | 0.00 | 1 | |||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 3,207 | 0.00 | 468 | 1.74 | ||||
| 2026-05-15 | 13F | Nepc Llc | 10,882 | 0.00 | 1,586 | 1.73 | ||||
| 2026-05-15 | 13F | Victory Capital Management Inc | 144,563 | 5,177.95 | 21,076 | 5,276.28 | ||||
| 2026-05-11 | 13F | Portland Global Advisors LLC | 123,899 | 1.22 | 18,063 | 2.96 | ||||
| 2026-05-12 | 13F | Tocqueville Asset Management L.p. | 6,838 | 0.00 | 997 | 1.63 | ||||
| 2026-04-02 | 13F | Aspect Partners, LLC | 23 | 0.00 | 3 | 0.00 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 5,028 | 27.32 | 733 | 19.22 | ||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 5,247 | -1.58 | 765 | 0.00 | ||||
| 2026-05-01 | 13F | Pacific Asset Management, LLC | 1,656 | -7.59 | 241 | -5.86 | ||||
| 2026-05-12 | 13F | Creative Planning | 735,168 | 6.48 | 107,180 | 8.31 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 26 | 0.00 | 0 | |||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 5,906 | 12.17 | 861 | 14.06 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 765,596 | 17.03 | 111,616 | 19.04 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 1,452 | 212 | ||||||
| 2026-05-15 | 13F | Shufro Rose & Co Llc | 3,733 | -32.32 | 544 | -31.14 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 50 | 0.00 | 7 | 0.00 | ||||
| 2026-05-08 | 13F | Clarion Wealth Managment Partners, LLC | 3,063 | -0.81 | 447 | 0.90 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 65,035 | 9 | ||||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 3,632 | 17.16 | 530 | 19.14 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 13,956 | 4.11 | 2,034 | 5.88 | ||||
| 2026-05-15 | 13F | Vance Wealth, Inc. | 10,192 | -9.37 | 1,486 | -7.82 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 2,039 | 297 | ||||||
| 2026-04-15 | 13F | Tribridge Partners Financial LLC | 2,787 | 0.00 | 409 | 2.26 | ||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 179,696 | -0.49 | 26,198 | 1.22 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 24 | 0.00 | 3 | 0.00 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 1,588 | -7.84 | 232 | -6.10 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 16,507 | 0.29 | 2,407 | 1.99 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 619,635 | 12.52 | 90,337 | 14.45 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 4,933 | -1.81 | 719 | -0.14 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 9,907 | -4.88 | 1,444 | -3.22 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 15,021 | 26.96 | 2,190 | 29.14 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 2,550 | 372 | ||||||
| 2026-04-07 | 13F | Signaturefd, Llc | 6 | 1 | ||||||
| 2026-05-14 | 13F | Dai-Ichi Life Insurance Company, Ltd | 12,894 | -19.10 | 1,880 | -17.73 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 24 | -44.19 | 3 | -50.00 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | TD Capital Management LLC | 198 | 0.00 | 29 | 0.00 | ||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 70,841 | 3.92 | 10,328 | 5.70 | ||||
| 2026-04-14 | 13F | Jeppson Wealth Management, Llc | 2,543 | 0.00 | 371 | 1.65 | ||||
| 2026-04-30 | 13F | Peterson Wealth Services | 60 | 0.00 | 9 | 0.00 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 1,650 | 13.40 | 241 | 15.38 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 1,866 | 0.00 | 272 | -4.90 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 44 | 0.00 | 6 | 0.00 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 9,782 | -0.28 | 1,426 | 1.49 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 17,883 | -2.20 | 2,607 | -0.50 | ||||
| 2026-05-05 | 13F | One Day In July LLC | 2,752 | -19.41 | 401 | -18.00 | ||||
| 2026-04-06 | 13F | Sincerus Advisory, LLC | 14,613 | 3.40 | 2,130 | 5.19 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 70,413 | -1.50 | 10,265 | 0.19 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 18,716 | 58.81 | 2,891 | 66.00 | ||||
| 2026-04-09 | 13F | Cornerstone Wealth Advisors, Inc. | 24,325 | 1.68 | 3,546 | 3.44 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 228 | 0.00 | 33 | 3.13 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 99 | 14 | ||||||
| 2026-04-09 | 13F | Elmwood Wealth Management, Inc. | 1,429 | 0.00 | 208 | 1.96 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 1,562 | -1.88 | 228 | -0.44 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 468 | 2.86 | 68 | 4.62 | ||||
| 2026-05-14 | 13F | Sunesis Advisors, LLC | 2,982 | 0.00 | 435 | 1.64 | ||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 8,457 | -0.12 | 1,233 | 1.57 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 3,615 | 1.49 | 527 | 3.33 | ||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 44 | 6 | ||||||
| 2026-04-29 | 13F | Efficient Advisors, LLC | 287,104 | -18.26 | 41,857 | -16.86 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 24,926 | 3.56 | 3,573 | 3.57 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 44,120 | 2.75 | 6,432 | 4.52 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 11,260 | -5.31 | 1,642 | -3.70 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 433 | 0.00 | 0 | |||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 458,577 | 3.75 | 66,856 | 5.53 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 192 | -36.84 | 28 | -37.21 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 39,197 | 2.44 | 5,715 | 4.19 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 2,740 | 8.00 | 400 | 9.92 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 6,022 | 0.00 | 878 | 1.74 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 48,694 | -0.55 | 7,099 | 1.15 | ||||
| 2026-05-08 | 13F | Sound Financial Strategies Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Tidemark, LLC | 52 | -63.89 | 8 | -65.00 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 2,320 | 0.00 | 338 | 1.81 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 516 | -9.47 | 75 | -7.41 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 791 | 42.01 | 115 | 45.57 | ||||
| 2026-05-07 | 13F | Bahl & Gaynor Inc | 3,705 | -0.54 | 540 | 1.31 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 1,253 | -17.94 | 183 | -16.51 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 11,926 | -18.13 | 2 | -50.00 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 65 | -9.72 | 9 | -10.00 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 2,671 | 4.01 | 389 | 5.71 | ||||
| 2026-05-11 | 13F | Thompson Siegel & Walmsley Llc | 7,715 | 15.65 | 1 | |||||
| 2026-05-04 | 13F | Fortress Financial Solutions, LLC | 3,504 | 138.37 | 511 | 142.86 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 17,696 | -41.56 | 2,596 | -41.61 | ||||
| 2026-05-07 | 13F | Cutler Investment Counsel Llc | 62,165 | 0.49 | 9,063 | 2.22 | ||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 1,732 | 0.17 | 253 | 2.02 | ||||
| 2026-04-27 | 13F | Ulland Investment Advisors, LLC | 125 | 0.00 | 0 | |||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 438 | 0.00 | 64 | 1.61 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 2,640 | 21.94 | 378 | 21.94 | ||||
| 2026-05-07 | 13F | Carson Advisory Inc. | 4,151 | 4.74 | 605 | 6.51 | ||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 6,864 | 35.89 | 1,001 | 38.31 | ||||
| 2026-05-01 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 2,718,482 | 239.23 | 386,575 | 236.56 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 27,583 | 7.49 | 4,021 | 9.36 | ||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 19 | 0.00 | 3 | 0.00 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 2,563 | -2.84 | 367 | -2.39 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Aspiriant, Llc | 92,943 | -0.34 | 13,550 | 1.37 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 344 | -88.65 | 50 | -88.48 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 1,973 | 288 | ||||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 1,099,303 | -6.93 | 160,267 | -5.33 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 302 | 0.00 | 44 | 2.33 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 5,319 | 47.34 | 775 | 49.90 | ||||
| 2026-04-13 | 13F | Uptown Financial Advisors LLC | 20,619 | 7.20 | 3,006 | 9.07 | ||||
| 2026-04-24 | 13F | Balentine LLC | 18 | 0.00 | 3 | 0.00 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 1,854 | 0.27 | 270 | 1.89 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 35,535 | 0.21 | 5,181 | 1.93 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 25 | 0.00 | 4 | 0.00 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 1,636 | -0.24 | 239 | 1.28 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 3,777 | 26.87 | 558 | 30.99 | ||||
| 2026-05-18 | 13F | Cim, Llc | 2,542 | 0.12 | 371 | 1.93 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 100,324 | 14,626 | ||||||
| 2026-05-08 | 13F | McAdam, LLC | 3,797 | 3.38 | 553 | 5.13 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 9,909 | -2.09 | 1,444 | -0.41 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 374 | 5.95 | 55 | 8.00 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 26,457 | 2.96 | 3,855 | 4.70 | ||||
| 2026-05-13 | 13F | Park Square Financial Group, LLC | 44 | -83.27 | 6 | -80.00 | ||||
| 2026-05-15 | 13F | State Street Corp | 272,361 | -29.35 | 39,708 | -28.13 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 1,533 | 224 | ||||||
| 2026-05-11 | 13F | Inspire Trust Co, N.a. | 27,000 | 0.00 | 3,936 | 1.73 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 15,723 | -1.02 | 2,292 | 0.70 | ||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 46,734 | 6,813 | ||||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 5,487 | 0.00 | 800 | 1.65 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 1,504 | -17.68 | 220 | -16.41 | ||||
| 2026-02-11 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-29 | 13F | Raelipskie Partnership | 970 | -34.01 | 141 | -32.86 | ||||
| 2026-05-13 | 13F | Mackenzie Financial Corp | 42,839 | -6.32 | 6,245 | -4.83 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 35 | 0.00 | 5 | 0.00 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 18,577 | 2,708 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 60,057 | 4.10 | 8,756 | 5.88 | ||||
| 2026-04-15 | 13F | Paragon Capital Management Ltd | 8,658 | 0.00 | 1,262 | 1.77 | ||||
| 2026-04-14 | 13F | Family Wealth Partners, Llc | 18,577 | -0.41 | 2,708 | 1.31 | ||||
| 2026-05-05 | 13F | Golden Bell Financial Planning LLC | 9,202 | -2.10 | 1,342 | -0.45 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 12,778 | -2.75 | 1,863 | -1.12 | ||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,821 | 7.50 | 265 | 9.50 | ||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 34,852 | 22.20 | 5,081 | 24.32 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 5,207 | 5.58 | 759 | 7.51 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 15,917 | 5.60 | 2,321 | 8.01 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 426 | 0.00 | 62 | 1.64 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 410 | 60 | ||||||
| 2026-05-12 | 13F | Causey Wealth LLC | 30,302 | -8.33 | 4,418 | -6.76 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 210 | 0.00 | 31 | 0.00 | ||||
| 2026-05-08 | 13F | Camelot Portfolios, LLC | 5,476 | -23.22 | 798 | -21.92 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 3,027 | 103.56 | 441 | 107.04 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 35,139 | 4.47 | 5,123 | 6.27 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 7,637 | -0.60 | 1,113 | 1.09 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 137,691 | 12.34 | 19,478 | 10.87 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 130 | 19 | ||||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 1,577 | -0.06 | 230 | 1.33 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 14,179 | -0.55 | 2,067 | 1.17 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 85,655 | -0.10 | 12,488 | 1.61 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 1,742 | 0.00 | 254 | 1.61 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 1 | 0 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 158,674 | 12.54 | 23,133 | 14.48 | ||||
| 2026-05-12 | 13F | Columbia River Financial Group, LLC | 6,992 | 1.61 | 1 | |||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 14,814 | 0.00 | 2,160 | 1.70 | ||||
| 2026-05-04 | 13F | Stage Harbor Financial, Llc | 2,844 | 0.00 | 415 | 1.72 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 3,005 | 0.00 | 438 | 1.86 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 7,484 | 0.29 | 1,091 | 2.06 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 2,650 | 386 | ||||||
| 2026-04-16 | 13F | Prairiewood Capital, LLC | 2,629 | 0.00 | 383 | 1.86 | ||||
| 2026-04-24 | 13F | Newton One Investments LLC | 67,197 | 185.90 | 9,797 | 190.86 | ||||
| 2026-05-07 | 13F | Insight 2811, Inc. | 1,995 | 0.00 | 291 | 1.75 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 3,991 | -4.09 | 582 | -2.52 | ||||
| 2026-05-01 | 13F | Avion Wealth | 71 | 0.00 | 0 | |||||
| 2026-04-28 | 13F | Farnam Financial LLC | 3,377 | 0.00 | 492 | 1.86 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 3,847 | 0.00 | 563 | 0.18 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 1,187 | 0.00 | 173 | 1.76 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 4,989 | -35.33 | 727 | -34.21 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 8,271 | 1,206 | ||||||
| 2026-01-23 | 13F | Steigerwald, Gordon & Koch Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | Warner Financial, Inc | 5,832 | 0.00 | 850 | |||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 10,344 | 88.83 | 1,508 | 91.97 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 186,312 | 5.09 | 27,162 | 6.89 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 2,990 | 18.37 | 436 | 20.17 | ||||
| 2026-04-14 | 13F | William Mack & Associates, Inc. | 7,155 | -19.48 | 1,043 | -18.07 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 181,224 | -39.11 | 26,421 | -38.06 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 3,583 | -15.81 | 522 | -14.43 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 83,522 | -1.39 | 12,177 | 0.30 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 44,160 | -7.23 | 6,438 | -5.63 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 346 | 0.00 | 50 | 2.04 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 33,841 | -1.23 | 4,934 | 0.45 | ||||
| 2026-04-14 | 13F | Moller Financial Services | 39,591 | 2.96 | 5,772 | 4.72 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 3,383 | 22.13 | 493 | 24.18 | ||||
| 2026-05-13 | 13F | Corsicana & Co. | 105 | 0.00 | 12 | -20.00 | ||||
| 2026-05-08 | 13F | Allegiance Financial Group Advisory Services LLC | 17,853 | -12.17 | 2,603 | -10.68 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 2,503 | -0.79 | 365 | 0.83 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 3,088 | -6.79 | 450 | -5.06 | ||||
| 2026-04-16 | 13F | JDH Wealth Management, LLC | 7,936 | -0.19 | 1,157 | 1.49 | ||||
| 2026-06-03 | 13F | CoreFirst Bank & Trust | 19,554 | 9.14 | 2,851 | 11.02 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 3,440 | -12.65 | 502 | -11.17 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 7,087 | 0.00 | 1,016 | 0.00 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 5,055 | -0.14 | 737 | 1.52 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 4,076 | 0.00 | 594 | 1.71 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 8,818 | -1.91 | 1,286 | -0.23 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 200 | 0.00 | 29 | 3.57 | ||||
| 2026-04-29 | 13F | Broussard Financial Group LLC | 3,173 | 463 | ||||||
| 2026-05-11 | 13F | Womack Financial LLC | 32,774 | 3.49 | 4,778 | 5.27 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 2,000 | 0.00 | 292 | 1.75 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 144,798 | 1.86 | 21,110 | 3.61 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 72 | -2.70 | 11 | 0.00 | ||||
| 2026-02-04 | 13F | Ground Swell Capital, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-03 | 13F | Amara Financial, Llc. | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Zhang Financial LLC | 10,519 | -16.37 | 1,534 | -14.93 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 2,979 | -11.68 | 434 | -10.14 | ||||
| 2026-04-21 | 13F | Yoffe Investment Management, LLC | 5,212 | 0.00 | 760 | 1.61 | ||||
| 2026-04-22 | 13F | Financially in Tune, LLC | 1,657 | -9.55 | 242 | -8.02 | ||||
| 2026-05-06 | 13F | MorganRosel Wealth Management, LLC | 2,537 | -34.55 | 370 | -33.51 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 14,285 | -5.23 | 2,083 | -3.61 | ||||
| 2026-05-14 | 13F | Mason Investment Advisory Services, Inc. | 1,905,214 | -1.68 | 277,761 | 0.01 | ||||
| 2026-04-16 | 13F | Upper Left Wealth Management, LLC | 17,818 | 5.05 | 2,598 | 6.83 | ||||
| 2026-04-21 | 13F | Colony Family Offices, LLC | 39,803 | 2.53 | 5,803 | 4.28 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 5,276 | 21.99 | 769 | 24.23 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 17,165 | 13.88 | 2,460 | 14.53 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 206,351 | -2.35 | 30,084 | -0.68 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 11,575 | -0.51 | 1,650 | 5.57 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 28,285 | -0.91 | 4,124 | 0.78 | ||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | First National Trust Co | 2,580 | 42.54 | 376 | 45.17 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 55,482 | 8,089 | ||||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 8,440 | -4.83 | 1,230 | -3.23 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 0 | 0 | ||||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 25,687 | 5.94 | 3,743 | 7.71 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 1,548 | 0.00 | 226 | 1.81 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 74 | 11 | ||||||
| 2026-04-28 | 13F | Family CFO Inc | 82,905 | -0.97 | 12,087 | 0.73 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 11,687 | 0.00 | 1,704 | 1.67 | ||||
| 2026-05-11 | 13F | Glaxis Capital Management, LLC | 17,604 | 0.00 | 1,322 | 2.16 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 1,417 | -37.77 | 203 | -37.35 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 19,001 | -4.24 | 2,770 | -2.60 | ||||
| 2026-04-30 | 13F | North Capital, Inc. | 1,426 | 0.00 | 208 | 1.47 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 53 | 8 | ||||||
| 2026-04-17 | 13F | Viewpoint Capital Management LLC | 38,177 | -2.25 | 5,566 | -0.59 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 87,524 | -0.44 | 12,754 | 1.27 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 200 | -50.00 | 31 | -46.55 | ||||
| 2026-05-15 | 13F | Wealth Preservation Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Stifel Financial Corp | 221,200 | -0.25 | 32,249 | 1.46 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 49,737 | 51.13 | 7,362 | 56.05 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 8,373 | -2.92 | 1,221 | -1.29 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 7,282 | 141.37 | 1,062 | 145.60 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 2,499 | 364 | ||||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 1,448 | 211 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 5,922 | 30.67 | 1 | |||||
| 2026-02-14 | 13F | POM Investment Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 58,151 | 13.20 | 8,478 | 11.66 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 2,041 | -30.13 | 298 | -28.95 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 2,078 | -1.70 | 303 | -0.33 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 218,510 | -2.22 | 31,857 | -0.55 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 813,491 | 8,174.75 | 118,599 | 8,317.18 | ||||
| 2026-04-23 | 13F | American National Bank | 500 | 0.00 | 73 | 1.41 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 66,342 | -2.90 | 10 | 0.00 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 22,617 | 5.00 | 3,297 | 6.80 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 15 | 0.00 | 2 | 0.00 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 8 | 0.00 | 1 | 0.00 | ||||
| 2026-05-12 | 13F | Athena Investment Management | 1,800 | 0.00 | 262 | 1.95 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 160 | 23 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 8 | 1 | ||||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 4,704 | 28.28 | 686 | 30.48 | ||||
| 2026-05-14 | 13F | SWAN Capital LLC | 31,730 | -15.36 | 4,626 | -13.92 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 13,776 | -2.33 | 2,008 | -0.64 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 31,847 | -2.01 | 4,643 | -0.34 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 3,021 | -6.35 | 440 | -4.76 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 5,510 | -0.67 | 803 | 1.01 | ||||
| 2026-04-27 | 13F | Western Reserve Capital Management, LLC | 1,937 | 7.19 | 282 | 9.30 | ||||
| 2026-04-20 | 13F | Cushing Capital Partners, LLC | 12,609 | -1.18 | 1,838 | 0.55 | ||||
| 2026-05-04 | 13F | Prudent Man Investment Management, Inc. | 4 | 0.00 | 1 | |||||
| 2026-05-15 | 13F | Brandes Investment Partners, Lp | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Opus Capital Group, LLC | 2,825 | -0.18 | 0 | |||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 8,679 | -2.18 | 1 | 0.00 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 56,604 | 759.72 | 8,252 | 775.08 | ||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 1,454 | -5.03 | 212 | -3.65 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Activest Wealth Management | 46 | 0.00 | 7 | 0.00 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 1,850 | 0.00 | 274 | 3.02 | ||||
| 2026-05-01 | 13F | Evergreen Wealth Management, LLC | 4,540 | 2.25 | 662 | 3.93 | ||||
| 2026-05-04 | 13F | Checchi Capital Advisers, LLC | 62,813 | -0.22 | 9,158 | 1.50 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 45,563 | 6.79 | 7 | 0.00 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 8,310 | -11.31 | 1,212 | -9.83 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 67,810 | -10.02 | 9,886 | -8.48 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | Canandaigua National Corp | 9,014 | 1,314 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 4,006 | 91.22 | 574 | 92.62 | ||||
| 2026-01-20 | 13F | Mendota Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Fusion Family Wealth LLC | 37,839 | -31.80 | 5,516 | -30.63 | ||||
| 2026-05-11 | 13F/A | GFS Advisors, LLC | 25,758 | -8.21 | 3,755 | -6.64 | ||||
| 2026-04-14 | 13F | USA Financial Portformulas Corp | 832 | -13.87 | 121 | -12.32 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 3,584 | -42.03 | 523 | -41.08 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 16,418 | 6.86 | 2,394 | 8.67 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 17 | 0.00 | 2 | 0.00 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 104 | 2.97 | 15 | 7.14 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 16 | -33.33 | 2 | -33.33 | ||||
| 2026-05-14 | 13F | Grantham, Mayo, Van Otterloo & Co. LLC | 3,480 | 507 | ||||||
| 2026-05-07 | 13F | Palisades Hudson Asset Management, L.P. | 2,281 | 0.00 | 0 | |||||
| 2026-05-12 | 13F | Fiera Capital Corp | 2,644 | 0.00 | 385 | 1.85 | ||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 14,151 | -7.44 | 2,063 | -5.84 | ||||
| 2026-05-08 | 13F | Jackson Hole Capital Partners, LLC | 28 | 0.00 | 4 | 0.00 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 1,771 | 1.66 | 254 | 2.02 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 5,276 | 61.54 | 769 | 64.32 | ||||
| 2026-05-01 | 13F | Silver Oak Advisory Group, Inc. | 1,572 | -17.09 | 0 | |||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 563 | 77.60 | 83 | 84.44 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 206,124 | 4.81 | 30,050 | 6.60 | ||||
| 2026-05-05 | 13F | UBS Group AG | 521,955 | 3.77 | 76,096 | 5.56 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 3,660 | -38.70 | 534 | -37.66 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 28,440 | 46.34 | 4,076 | 47.15 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 139 | 0.00 | 20 | 5.26 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 92,420 | 21.14 | 13,472 | 23.22 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 65,399 | -3.46 | 9,535 | -1.80 | ||||
| 2026-04-23 | 13F | Arbor Wealth Advisors LLC | 23,214 | 0.00 | 3,384 | 1.71 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 178,921 | 16.99 | 26,085 | 19.00 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 98 | 512.50 | 14 | 600.00 | ||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Beckerman Institutional, LLC | 5,139 | 0.00 | 749 | 1.77 | ||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 8,421 | 5.26 | 1,228 | 7.07 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 4,635 | 23.86 | 676 | 25.93 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 14,367 | -4.78 | 2,095 | -3.15 | ||||
| 2026-05-11 | 13F | Commerce Bank | 33,999 | -6.87 | 4,957 | -5.28 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 9,768 | 0.00 | 1,424 | 1.71 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 707 | -5.86 | 103 | -3.74 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 33,045 | 19.40 | 4,818 | 21.46 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 200 | 0.00 | 29 | 3.57 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 4,998,653 | 1.10 | 728,754 | 2.84 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 234 | 0.00 | 34 | 3.03 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 2,409 | -2.94 | 351 | -1.13 | ||||
| 2026-05-01 | 13F | Welch & Forbes Llc | 10,334 | 0.00 | 1,507 | 1.69 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 3,501 | -12.58 | 502 | 8.44 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 31,560 | -22.01 | 4,601 | -20.66 | ||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 5,247 | -0.32 | 752 | 0.27 | ||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 3,024 | -6.38 | 441 | -4.76 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 1,249 | -6.09 | 203 | -0.98 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 246 | 0.00 | 36 | 0.00 | ||||
| 2026-05-12 | 13F | Community Bank, N.A. | 2,168 | 0.00 | 316 | 1.94 | ||||
| 2026-04-22 | 13F | BWM Planning, LLC | 5,618 | 0.00 | 819 | 1.74 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 63,595 | 530.15 | 9,272 | 541.15 | ||||
| 2026-04-10 | 13F | Novem Group | 2,379 | 27.97 | 347 | 30.08 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 6,002 | -1.40 | 875 | 0.34 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 18,403 | -13.63 | 2,683 | -12.15 | ||||
| 2026-05-14 | 13F | C M Bidwell & Associates Ltd | 65 | 0.00 | 9 | 0.00 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 2,437 | -0.57 | 355 | 1.14 | ||||
| 2026-04-07 | 13F | Anderson Hoagland & Co | 1,459 | 2.31 | 213 | 3.92 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 3,420 | -0.44 | 499 | 1.22 | ||||
| 2026-02-18 | 13F | Veratis Advisors, Inc. | 2,186 | 341 | ||||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 2,594 | 0.00 | 378 | 1.89 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 228 | 4.59 | 33 | 6.45 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 5,326 | 0.00 | 776 | 1.70 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 1,902 | 0.63 | 277 | 2.59 | ||||
| 2026-05-07 | 13F | True North Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 38 | 0.00 | 6 | 0.00 | ||||
| 2026-05-15 | 13F | Wit, Llc | 658,548 | 0.00 | 96,010 | 1.72 | ||||
| 2026-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 168 | 0.00 | 25 | 0.00 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 3,240 | 17.60 | 472 | 19.80 | ||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 2,265 | -39.84 | 0 | |||||
| 2026-05-11 | 13F | Great Lakes Advisors, Llc | 29,247 | 20.74 | 4,264 | 22.82 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 3,739 | 545 | ||||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 75,834 | 0.51 | 11,056 | 2.23 | ||||
| 2026-05-13 | 13F | Ankerstar Wealth, LLC | 36 | 0.00 | 5 | 0.00 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 17,793 | -1.62 | 2,594 | 0.04 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 3,611 | 0.00 | 526 | 1.74 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 71,845 | -8.48 | 10,474 | -6.91 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 38 | -9.76 | ||||||
| 2026-05-14 | 13F | Hrt Financial Lp | 8,309 | 1 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 555 | -54.91 | 81 | -54.55 | ||||
| 2026-05-06 | 13F | Aire Advisors, Llc | 3,012 | 0.00 | 439 | 1.86 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 3,636 | -3.83 | 514 | -5.34 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 9,212 | 0.00 | 1,343 | 1.74 | ||||
| 2026-05-11 | 13F | Brooklyn FI, LLC | 61,141 | -3.30 | 8,914 | -1.64 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 265 | 0.00 | 39 | 2.70 | ||||
| 2026-05-01 | 13F | Gables Capital Management Inc. | 152 | 0.00 | 22 | 4.76 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 63 | -44.25 | 9 | -43.75 | ||||
| 2026-02-12 | 13F | Blue Edge Capital, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Aventura Private Wealth, LLC | 12 | 0.00 | 2 | 0.00 | ||||
| 2026-05-01 | 13F | Pacific Life Fund Advisors LLC | 109,193 | -40.62 | 15,919 | -39.60 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 3,673 | -0.94 | 535 | 0.75 | ||||
| 2026-05-08 | 13F | Matisse Capital | 2,337 | 0.00 | 341 | 1.80 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 208,276 | -6.22 | 30,365 | -4.61 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 62 | 0.00 | 10 | 0.00 | ||||
| 2026-04-23 | 13F | Midwest Financial Partners Investments, Inc. | 18,886 | 23.22 | 2,753 | 25.36 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 907 | 0.00 | 132 | 1.54 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 2,102 | 191.94 | 306 | 197.09 | ||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 13,970 | -6.14 | 2,037 | -4.55 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 4,528 | -5.31 | 660 | -3.65 | ||||
| 2026-04-29 | 13F | Harbour Capital Advisors, LLC | 8,878 | 0.00 | 1,402 | 9.11 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 287,330 | -7.95 | 41,895 | -6.37 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 74,611 | -13.80 | 10,878 | -12.32 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 2,483 | 0.00 | 362 | 1.69 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 1,084 | -64.45 | 158 | -63.84 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 88 | 0.00 | 13 | 0.00 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 25,743 | 1.21 | 3,753 | 2.96 | ||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Mittelman Wealth Management | 15,121 | 5.50 | 2,205 | 7.30 | ||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | 160,000 | 0.00 | 23,326 | 1.72 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 26,669 | -42.08 | 3,888 | -41.08 | ||||
| 2026-05-13 | 13F | Renaissance Group Llc | 1,494 | 218 | ||||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 0 | -100.00 | 0 | |||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 8,734 | -3.79 | 1,273 | -2.15 | ||||
| 2026-04-08 | 13F | Aurelius Family Office LLC | 3,024 | -7.38 | 441 | -7.56 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 2,556 | 0.00 | 373 | 1.64 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 1,540 | 32.08 | 225 | 34.13 | ||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 21,451 | -0.37 | 3,127 | 1.33 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 4,027 | 4.46 | 587 | 6.34 | ||||
| 2026-02-13 | 13F | Palisade Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | Certified Advisory Corp | 26,753 | 0.53 | 3,900 | 2.25 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 3,940 | 574 | ||||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 4,739 | -1.13 | 691 | 0.58 | ||||
| 2026-05-15 | 13F | Manufacturers Life Insurance Company, The | 116,383 | -44.36 | 16,967 | -43.41 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 5,369 | 3.65 | 783 | 5.39 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 62,476 | 1.43 | 9,108 | 3.17 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 253,524 | -23.26 | 36,961 | -21.94 | ||||
| 2026-04-08 | 13F | Beacon Financial Strategies CORP | 8 | 0.00 | 1 | 0.00 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 2,617 | 0.00 | 382 | 1.60 | ||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 2,949 | 0.00 | 430 | 1.66 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 1,736 | 15.20 | 253 | 17.67 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 174 | -8.42 | 25 | -7.41 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 2,876 | 419 | ||||||
| 2026-05-11 | 13F | TAGStone Capital, Inc. | 3,860 | 0.00 | 563 | 1.63 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 353 | 0.00 | 52 | 2.00 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 16,141 | -25.30 | 2,353 | -24.00 | ||||
| 2026-04-16 | 13F | Everstar Asset Management, LLC | 1,390 | 203 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 334,623 | 2.41 | 48,785 | 4.17 | ||||
| 2026-05-05 | 13F | Investment Partners, Ltd. | 5,444 | -1.22 | 794 | 0.51 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 7,658 | -15.97 | 1,116 | -14.55 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 37,978 | -2.14 | 6 | 0.00 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 13 | 0.00 | 2 | 0.00 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 171 | 0.00 | 25 | 0.00 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 2,599 | 43.43 | 379 | 45.95 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 2,757 | 0.00 | 402 | 1.52 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 1,782 | 24.09 | 260 | 26.34 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 167,852 | -0.53 | 26,897 | 11.20 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 4,669 | -16.42 | 681 | -15.00 | ||||
| 2026-05-13 | 13F | Quantum Capital Management, LLC / NJ | 48,491 | -2.95 | 7,070 | -1.28 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 60,996 | 46.31 | 8,893 | 48.82 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 77,512 | 20.00 | 11,301 | 22.06 | ||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 81 | 0.00 | 12 | 0.00 | ||||
| 2026-05-12 | 13F | Voya Financial Advisors, Inc. | 34,742 | 73.98 | 4,936 | 71.83 | ||||
| 2026-05-14 | 13F | Sterling Wealth Management, Inc. | 1,870 | -0.53 | 273 | 1.12 | ||||
| 2026-01-29 | 13F | Comerica Bank | 1,220 | -3.71 | 175 | -3.33 | ||||
| 2026-01-15 | 13F | Saxony Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Granville Capital, Inc. | 7,510 | 0.00 | 1,095 | 1.67 | ||||
| 2026-05-05 | 13F | State of New Jersey Common Pension Fund D | 1,512,875 | 0.00 | 220,562 | 1.72 | ||||
| 2026-05-06 | 13F | May Hill Capital, LLC | 1,445 | -4.68 | 211 | -3.23 | ||||
| 2026-01-06 | 13F | Tucker Asset Management Llc | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Savant Capital, LLC | 175,578 | -16.29 | 25,598 | -14.86 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 2,064 | 0.00 | 301 | 1.69 | ||||
| 2026-05-13 | 13F | Schoolcraft Capital LLC | 7,529 | 0.00 | 1,098 | 1.67 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 514 | -12.14 | 75 | -10.84 | ||||
| 2026-05-11 | 13F | Optimist Retirement Group LLC | 3,901 | 4.67 | 569 | 6.37 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 6,479 | 50.81 | 945 | 53.50 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 4,360 | 0.00 | 636 | 1.76 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 319,984 | 9.12 | 46,650 | 10.99 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 1,698,248 | 1.23 | 248 | 2.92 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 228 | -6.56 | 33 | -2.94 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 14,186 | 2,068 | ||||||
| 2026-05-14 | 13F | Cambria Investment Management, L.P. | 69,521 | 10.17 | 10,135 | 12.06 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 15,338 | -2.04 | 2,236 | -0.36 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 22,811 | -8.38 | 3,326 | -6.81 | ||||
| 2026-05-12 | 13F | Weik Capital Management | 2,500 | 0.00 | 364 | 1.68 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 1,740 | 254 | ||||||
| 2026-02-03 | 13F | Bokf, Na | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 350 | -19.91 | 52 | -17.74 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 0 | -100.00 | 0 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 7,256 | 1,058 | ||||||
| 2026-04-16 | 13F | Smith Thornton Advisors LLC | 2,500 | 0.00 | 364 | 1.68 | ||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 42,085 | 11.81 | 6,136 | 13.72 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 24,657 | 0.00 | 3,595 | 1.73 | ||||
| 2026-04-20 | 13F | Boston Standard Wealth Management, LLC | 45,606 | -3.37 | 6,750 | -0.22 | ||||
| 2026-05-01 | 13F | FDx Advisors, Inc. | 24,070 | -2.42 | 4 | 0.00 | ||||
| 2026-05-01 | 13F | McCarthy Grittinger Financial Group, LLC | 117,741 | -0.23 | 17,165 | 1.48 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 27,562 | 2.65 | 4,018 | 4.42 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 2,179 | 7.29 | 318 | 8.93 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1,457 | -56.48 | 212 | -55.74 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 4,535 | 0.00 | 669 | 0.60 | ||||
| 2026-04-20 | 13F | City State Bank | 1,381 | 0.00 | 201 | 2.03 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 956 | 139 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 5,342 | -3.50 | 779 | |||||
| 2026-04-14 | 13F | Flower City Capital | 41,620 | 3.08 | 6,068 | 4.84 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-13 | 13F | Gibraltar Capital Management, Inc. | 13,175 | 6.04 | 1,921 | 7.87 | ||||
| 2026-05-12 | 13F | SGL Investment Advisors, Inc. | 5,813 | 11.90 | 946 | 20.38 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 1,603 | -2.02 | 230 | -1.72 | ||||
| 2026-04-06 | 13F | CX Institutional | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 7,733 | 352.75 | 1,127 | 361.89 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 3,328 | -1.89 | 477 | -1.45 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 878 | 0.00 | 128 | 1.60 | ||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 34,516 | 13.95 | 5,036 | 15.93 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 2,390 | -1.97 | 348 | -0.29 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 90 | 13 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 12,911 | 3.10 | 2 | 0.00 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 1,422 | 0.00 | 207 | 1.97 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 32,443 | 466.39 | 4,730 | 476.00 | ||||
| 2026-05-14 | 13F | Miller Capital Partners, Inc. | 1,806 | 2.27 | 263 | 3.95 | ||||
| 2026-05-11 | 13F/A | Accent Capital Management, LLC | 200 | 0.00 | 29 | 3.57 | ||||
| 2026-04-07 | 13F | Eastern Bank | 582 | 429.09 | 85 | 460.00 | ||||
| 2026-05-05 | 13F | Valtinson Bruner Financial Planning LLC | 15,786 | 0.54 | 2,302 | 2.27 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 2,679 | 4.89 | 384 | 5.49 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 9,308 | 0.62 | 1,357 | 2.42 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 3,843 | 46.74 | 560 | 49.33 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 75 | -50.00 | 11 | -52.38 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 94 | 0.00 | 14 | 0.00 | ||||
| 2026-04-10 | 13F | Harpswell Capital Advisors, LLC | 18,088 | -2.51 | 2,637 | -0.83 | ||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 4,682 | -0.53 | 671 | 0.15 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 7,976 | -0.03 | 1,163 | 1.66 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 17,500 | 343.60 | 2,551 | 351.50 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 2,204 | -3.63 | 321 | -1.83 | ||||
| 2026-01-09 | 13F | Zrc Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 6,260 | -3.17 | 913 | -1.51 | ||||
| 2026-04-21 | 13F | Encompass Wealth Advisors, Llc | 7,091 | 1.82 | 1,034 | 3.51 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 4,422 | -4.84 | 645 | -3.30 | ||||
| 2026-01-23 | 13F | Journey Beyond Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Mather Group, Llc. | 136,332 | 0.50 | 19,876 | 2.23 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 12,049 | -1.44 | 1,757 | 0.23 | ||||
| 2026-05-07 | 13F | Maimon Wealth Management Ltd. | 3,730 | 0.00 | 528 | -1.31 | ||||
| 2026-05-04 | 13F | Nwam Llc | 33,207 | 0.96 | 4,841 | 0.17 | ||||
| 2026-04-28 | 13F | DGS Capital Management, LLC | 5,350 | 3.86 | 780 | 5.56 | ||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 3,799 | -26.79 | 554 | -25.57 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 3,628 | 18.80 | 529 | 20.82 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 1,815,974 | -3.22 | 265 | -1.49 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 515 | 0.00 | 75 | 2.74 | ||||
| 2026-04-08 | 13F | JGP Wealth Management, LLC | 1,872 | -16.28 | 273 | -15.00 | ||||
| 2026-01-12 | 13F | Heartwood Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-06 | 13F | Gpwm Llc | 47,496 | -9.14 | 6,924 | -7.58 | ||||
| 2026-04-28 | 13F | PUREfi Wealth, LLC | 1,505 | 0.00 | 219 | 1.86 | ||||
| 2026-04-03 | 13F | Ridgewood Investments LLC | 4,932 | 16.73 | 719 | 19.44 | ||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 27,284 | -8.14 | 3,978 | -6.58 | ||||
| 2026-05-08 | 13F | Altiora Financial Group, LLC | 3,748 | 0.00 | 546 | 1.68 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 5,386 | -2.05 | 785 | -0.63 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 44 | 193.33 | 6 | 200.00 | ||||
| 2026-05-21 | 13F | JDM Financial Group LLC | 434 | 0.00 | 63 | 1.61 | ||||
| 2026-02-10 | 13F | Blue Barn Wealth, LLC | 14,990 | -49.91 | 2,149 | -49.64 | ||||
| 2026-05-08 | 13F | Align Financial, LLC | 900 | -99.30 | 131 | 2.34 | ||||
| 2026-04-10 | 13F | Matrix Trust Co | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 12,558 | 2.13 | 1,831 | 3.86 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 3,825 | 3.21 | 558 | 4.90 | ||||
| 2026-04-22 | 13F | Advocate Investing Services LLC | 4,254 | 0.00 | 620 | 1.81 | ||||
| 2026-05-07 | 13F | Sentinel Trust Co Lba | 4,848 | 1 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 16,153 | 389.63 | 2,355 | 398.73 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 10,635 | -2.25 | 1,550 | -0.58 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 3,368 | -2.83 | 491 | -1.01 | ||||
| 2026-04-16 | 13F | BCO Wealth Management LLC | 1,774 | 0.00 | 259 | 1.57 | ||||
| 2026-05-14 | 13F | Redwood Investment Management, Llc | 101,322 | -10.88 | 15 | -12.50 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 296 | 0.00 | 43 | 2.38 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Smithfield Trust Co | 1,021 | 0.00 | 0 | |||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 5,790 | 6.26 | 844 | 8.07 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 30,961 | 1.90 | 4,514 | 3.65 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 1,626 | 0.00 | 237 | 1.72 | ||||
| 2026-05-11 | 13F | Partners in Financial Planning | 105,728 | -0.87 | 15,414 | 0.83 | ||||
| 2026-05-04 | 13F | Ellerson Group Inc /adv | 1,468 | 0.00 | 214 | 1.90 | ||||
| 2026-04-29 | 13F | Sunrise Financial Services, LLC | 242 | 49.38 | 35 | 52.17 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 999 | 566.00 | 0 | |||||
| 2026-04-21 | 13F | Maltin Wealth Management, Inc. | 62,922 | 10.75 | 9,173 | 12.65 | ||||
| 2026-04-28 | 13F | Life Planning Partners, Inc | 6,558 | -5.44 | 956 | -3.73 | ||||
| 2026-05-15 | 13F | Fmr Llc | 50,128 | -31.15 | 7,308 | -29.97 | ||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 108 | 38.46 | 16 | 36.36 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 1,960 | 286 | ||||||
| 2026-04-22 | 13F | Grove Street Fiduciary, LLC | 68,039 | -1.95 | 9,919 | -0.26 | ||||
| 2026-04-22 | 13F | Lam Group, Inc. | 35,500 | 0.00 | 5,176 | 1.71 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 3,520 | -3.80 | 513 | -5.52 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 26,011 | -13.83 | 3,792 | -12.34 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 8,025 | 0.00 | 1,170 | 1.65 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 4,922 | 62.07 | 717 | 64.83 | ||||
| 2026-05-15 | 13F | Obsido Oy | 38,426 | 0.89 | 5,602 | 2.62 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 405,256 | 12.57 | 59,082 | 14.50 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 3,687 | -2.72 | 538 | -1.10 | ||||
| 2026-05-01 | 13F | New Republic Capital, LLC | 26 | 0.00 | 4 | 0.00 | ||||
| 2026-05-14 | 13F | Legacy Bridge, LLC | 140 | 0.00 | 20 | 0.00 | ||||
| 2026-05-11 | 13F | Rebalance, Llc | 27,869 | 0.00 | 4,063 | 1.73 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 1,629 | 237 | ||||||
| 2026-04-24 | 13F | Franklin, Parlapiano, Turner & Welch, LLC | 2,337 | 0.00 | 364 | 4.60 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 2,900 | 93.33 | 423 | 97.20 | |||
| 2026-04-09 | 13F | Whitaker-Myers Wealth Managers, LTD. | 68,016 | 4.83 | 9,916 | 6.64 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 58,557 | -82.69 | 8,537 | -82.39 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 274,375 | -4.62 | 39,975 | -3.04 | ||||
| 2026-01-06 | 13F | Great Oak Capital Partners, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 4,924 | 148.69 | 718 | 153.36 | ||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 2,255 | 40.67 | 329 | 43.23 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 238 | 0.00 | 35 | 0.00 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 107,069 | 22.34 | 15,616 | 24.41 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 3,251 | -6.45 | 474 | -5.02 |
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