IEFA / iShares Trust - iShares Core MSCI EAFE ETF - Propriedade Institucional - Compradores

iShares Trust - iShares Core MSCI EAFE ETF
US ˙ BATS ˙ US46432F8427

Propriedade Institucional e de Fundos - Compradores

Os principais detentores que abriram novas posições em iShares Trust - iShares Core MSCI EAFE ETF incluem TIAA Wealth Investment Management LLC, Tiaa-cref Individual & Institutional Services, Llc, UNC Management Company, Inc., Planning Project LLC, Summit Rock Advisors, LP, P/E Global LLC, Novare Capital Management Llc, Madrid Financial Services, Saiph Capital, LLC, Coral Wealth Management, LLC, Up Capital Management, Inc., Portside Wealth Group, LLC, Vanguard National Trust Co, Vista Finance, Llc, Jefferies Financial Group Inc., Action Point Financial Planning, Llc, Purewater Capital LLC, AMG Asset Management Group, Inc., Stark Wealth Management LLC, e Storen Legacy Partners, LLC .

Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.

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Data do Arquivo Fonte Investidor Tipo Preço Médio
(Est)		 Ações Δ Ações
(%)		 Valor
Reportado
(US$1000)		 Δ Valor
(%)		 Aloc. de Portf.
(%)
2026-05-13 13F Lynch Investment Planning, LLC 77,937 55.47 7,056 57.34
2026-05-15 13F IHT Wealth Management, LLC 86,645 10.73 7,844 12.04
2026-05-06 13F Main Street Group, LTD 377 34
2026-04-10 13F Centurion Wealth Management LLC 6,702 4.23 607 5.39
2026-05-01 13F Diversify Wealth Management, Llc 142,552 582.30 13,313 592.25
2026-05-13 13F/A Quadrant Capital Group Llc 857,145 2.80 77,597 4.03
2026-04-21 13F Huntleigh Advisors, Inc. 5,533 20.02 501 21.36
2026-04-09 13F Avenue 1 Advisors, LLC 147,373 1.47 13,342 2.68
2026-05-14 13F Sandhill Capital Partners LLC 15,143 13.75 1,371 15.13
2026-04-27 13F Apeiron RIA LLC 30,656 0.44 2,775 -0.79
2026-03-02 13F Reflection Asset Management 15,819 1,441
2026-04-16 13F Asset Advisory Group, Inc. 31,383 3.94 2,841 5.18
2026-05-01 13F Liquid Strategies, LLC 292,275 11.70 26,460 13.04
2026-05-12 13F Innovative Asset Advisors Group, LLC 215 19
2026-04-13 13F Bank of New Hampshire 884 80
2026-05-11 13F Jordan Park Group LLC 654,923 3.74 59,290 4.98
2026-04-20 13F Obermeyer Wood Investment Counsel, Lllp 9,256 5.95 838 7.17
2026-01-28 13F Quent Long Short Global Small Cap Fund, LP 26,016 2,327
2026-05-11 13F Haverford Trust Co 2,963,954 3.90 268,327 5.14
2026-04-22 13F CrossGen Wealth, LLC 27,199 56.99 2,462 58.94
2026-05-07 13F D'Orazio & Associates, Inc. 7,719 0.49 699 1.60
2026-04-20 13F Jfs Wealth Advisors, Llc 344,211 3.95 31,161 5.20
2026-04-27 13F Strathmore Capital Advisors, Inc. 3,058 29.03 290 36.79
2026-04-30 13F Carmel Capital Partners, LLC 3,485 315
2026-04-30 13F Nuveen, LLC 2,034,011 16.31 184,139 17.70
2026-06-03 13F Stillwater Private Wealth, LLC 3,153 0
2026-01-30 13F Canandaigua National Bank & Trust Co 16,357 1.45 1,463 3.98
2026-04-07 13F Heartwood Wealth Advisors LLC 3,233 3.52 293 4.66
2026-04-24 13F Cannon Advisors, Inc. 3,697 335
2026-05-15 13F Windsor Advisory Group, LLC 1,643 149
2026-05-13 13F O'shaughnessy Asset Management, Llc 359,314 105.16 32,529 107.62
2026-05-14 13F Level Four Advisory Services, Llc 71,185 2.92 6,444 4.15
2026-01-06 13F Ransom Advisory, Ltd 286 26
2026-04-15 13F Silverlake Wealth Management Llc 13,528 29.13 1,225 30.63
2026-05-05 13F Williams Jones Wealth Management, LLC. 46,152 15.80 4,178 17.19
2026-05-04 13F Element Wealth, LLC 49,651 5.18 4,495 6.42
2026-05-01 13F Hills Bank & Trust Co 1,964 31.37 178 33.08
2026-05-15 13F Sanibel Captiva Trust Company, Inc. 96,634 0.28 8,748 1.48
2026-05-07 13F Jefferies Financial Group Inc. 40,092 3,629
2026-04-17 13F Hanson & Doremus Investment Management 1,254 104.23 0
2026-04-09 13F Moody National Bank Trust Division 68,906 3.86 6,238 5.11
2026-02-12 13F Planning Project LLC 791,868 70,841
2026-05-04 13F Bleakley Financial Group, LLC 683,716 23.34 61,897 24.82
2026-05-15 13F Silver Grove Financial Group, Inc. 507 46
2026-05-12 13F Adventist Health System/ West 4,237 384
2026-04-21 13F Financial Planning Navigators CORP 42,105 32.69 3,812 34.28
2026-05-15 13F Toroso Investments, LLC 5,227 51.03 473 53.07
2026-04-23 13F SageGuard Financial Group, LLC 3,623 328
2026-04-30 13F Fortune Financial Advisors, LLC 5,535 137.15 501 140.87
2026-05-07 13F Lyell Wealth Management, Lp 7,464 3.02 676 4.17
2026-04-20 13F Peoples Financial Services Corp. 69 6
2026-05-06 13F Cornerstone Planning Group LLC 342 0.29 33 0.00
2026-04-21 13F Tenon Financial LLC 2,412 218
2026-05-07 13F Action Point Financial Planning, Llc 35,063 3,174
2026-05-05 13F Napier Financial, LLC 2,553 231
2026-02-12 13F FineMark National Bank & Trust 21,316 6.98 1,907 9.60
2026-05-15 13F LTG Capital LLC 71,858 1.30 6,505 2.52
2026-05-05 13F Smith, Moore & Co. 34,307 37.54 3,106 39.18
2026-04-29 13F Duncker Streett & Co Inc 354 88.30 32 100.00
2026-04-22 13F Red Door Wealth Management, LLC 5,814 50.74 526 52.46
2026-05-01 13F Carnegie Capital Asset Management, LLC 10,422 8.54 944 9.91
2026-04-22 13F Truefg, Llc 11,680 0.77 1,057 2.03
2026-05-15 13F Clearview Wealth Management LLC 29,535 2,674
2026-05-12 13F BlackDiamond Wealth Management Inc. 9,993 0.78 905 -6.03
2026-05-15 13F Warren Averett Asset Management, LLC 316,406 8.19 28,644 9.49
2026-05-14 13F Fortis Advisors, LLC 20,408 25.72 1,848 27.20
2026-04-29 13F Richmond Investment Services, LLC 30,216 38.84 2,735 40.54
2026-01-29 13F Comerica Bank 1,235,426 0.67 110,521 3.15
2026-05-13 13F Crews Bank & Trust 428 4.14 39 5.56
2026-05-15 13F Susquehanna International Group, Llp Put 14,600 18.70 1,322 20.09
2026-04-01 13F Bangor Savings Bank 1,121,853 4.18 101,561 5.42
2026-04-14 13F Heirloom Wealth Management 5,404 489
2026-04-16 13F Sterling Investment Counsel, LLC 2,851 258
2026-05-01 13F Slagle Financial, LLC 27,748 0.53 2,512 1.74
2026-04-08 13F Thompson Investment Management, Inc. 930 511.84 84 546.15
2026-05-13 13F Tobias Financial Advisors, Inc. 36,750 22.99 3,327 24.43
2026-05-15 13F Strive Financial Group ,LLC 84,656 20.71 7,664 22.15
2026-04-22 13F Stone Point Wealth LLC 20,204 51.98 1,829 53.83
2026-05-14 13F Raymond James Financial Inc 44,654,401 3.50 4,042,563 4.74
2026-05-15 13F Magnolia Capital Advisors Llc 20,624 2.54 1,867 3.78
2026-04-15 13F Client 1st Advisory Group, Llc 3,495 316
2026-04-17 13F/A Founders Financial Securities Llc 163,400 25.17 15,546 33.11
2026-05-11 13F Integrity Advisory Solutions, LLC 3,561 13.52 322 15.00
2026-04-09 13F Leverty Financial Group, LLC 613,539 1.91 55,544 3.13
2026-05-04 13F Wealthgarden F.s. Llc 19,044 9.26 1,724 5.44
2026-05-13 13F Franklin Resources Inc 5,045,664 16.97 456,784 18.37
2026-05-07 13F Oak Barrel Wealth Advisory LLC 18,466 1,652
2026-05-01 13F Emerald Investment Partners, Llc 11,066 22.59 1,002 24.04
2026-05-11 13F Elevation Wealth Management LLC 6,283 13.84 569 15.21
2026-04-13 13F Hudson Capital Management LLC 256,581 5.26 23,228 6.53
2026-04-08 13F Dynamic Advisor Solutions LLC 355,700 3.23 32,202 4.47
2026-05-01 13F Patten & Patten Inc/tn 4,885 0.49 442 1.84
2026-05-14 13F Coastal Bridge Advisors, LLC 174,201 15.75 15,770 17.14
2026-05-18 13F Hamilton Wealth, LLC 141,903 302.25 12,846 307.16
2026-02-02 13F Heritage Financial Services, LLC 5,588 4.84 500 7.31
2026-04-29 13F Kaydan Wealth Management, Inc. 58,426 4.63 5,289 5.89
2026-05-06 13F Gerber Kawasaki Wealth & Investment Management 7,720 49.44 699 51.08
2026-05-08 13F Valeo Financial Advisors, LLC 1,133,104 3.49 72,524 4.91
2026-04-28 13F Fortitude Advisory Group L.L.C. 6,937 40.71 628 42.40
2026-04-28 13F Probity Advisors, Inc. 460,681 1.61 41,705 2.83
2026-05-14 13F Migdal Insurance & Financial Holdings Ltd. 5,480 496
2026-05-15 13F Madrid Financial Services 87,352 7,908
2026-04-22 13F JNBA Financial Advisors 14,557 10.75 1,318 12.09
2026-04-27 13F Qrg Capital Management, Inc. 33,199 30.25 3,006 31.80
2026-04-07 13F Abner Herrman & Brock Llc 2,415 4.32 0
2026-04-06 13F Highline Wealth Partners Llc 217,519 14.54 19,692 15.91
2026-04-10 13F/A WLTH Capital Management, LLC 208,929 3.20 18,914 -3.96
2026-06-01 13F Integrated Investment Consultants, LLC 201,817 2.22 18,270 3.45
2026-04-30 13F Beirne Wealth Consulting Services, LLC 157,685 42.37 14,278 44.07
2026-05-12 13F Resurgent Financial Advisors LLC 3,224 292
2026-04-29 13F Montz Harcus Wealth Management LLC 132,803 6.72 12,023 7.99
2026-04-21 13F Grimes & Company, Inc. 3,578,092 0.07 323,925 1.27
2026-05-15 13F Beacon Pointe Advisors, LLC 877,555 42.88 79,445 44.59
2026-04-24 13F Root Financial Partners, LLC 12,019 56.35 1,088 58.37
2026-04-09 13F VERITY Wealth Advisors 11,729 189.60 1,062 193.09
2026-02-11 13F MidWestOne Financial Group, Inc. 268,262 2.89 23,999 5.43
2026-04-21 13F OneAscent Family Office, LLC 16,976 3.37 1,537 4.56
2026-04-29 13F Golden Road Advisors Llc 6,612 4.03 599 5.28
2026-05-07 13F VisionPoint Advisory Group, LLC 28,486 0.63 2,579 1.82
2026-05-15 13F United Capital Financial Advisers, Llc 5,062,078 1.88 456,802 2.77
2026-04-14 13F Nova Wealth Management, Inc. 2,884 194.29 261 200.00
2026-05-14 13F Tempo Wealth, LLC 9,831 3.32 890 4.47
2026-05-13 13F South Plains Financial, Inc. 159,382 11.16 14,429 12.49
2026-04-29 13F Cary Street Partners Financial Llc 67,885 8.88 6,146 10.18
2026-05-01 13F Riverview Trust Co 157,220 0.12 14,233 1.32
2026-04-22 13F Traveka Wealth, LLC 57,023 0.53 5,162 1.73
2026-05-07 13F Confluence Wealth Services, Inc. 68,775 0.47 6,226 1.68
2026-05-08 13F Burling Wealth Partners, Llc 27,197 0.76 2,462 1.99
2026-05-11 13F Rossby Financial, LCC 15,262 156.33 1,403 163.53
2026-05-13 13F Bank OZK 2,891 1.80 262 2.76
2026-05-07 13F Koss-Olinger Consulting, LLC 12,787 0.15 1,158 1.31
2026-04-20 13F CWA Asset Management Group, LLC 81,648 23.53 7,392 25.02
2026-05-14 13F Klingman & Associates, LLC 957,356 5.29 86,669 6.55
2026-04-21 13F Trevian Wealth Management LLC 23,124 6.11 2,093 7.39
2026-05-14 13F Us Bancorp \de\ 35,665,870 1.56 3,226,886 2.71
2026-04-30 13F Mascoma Wealth Management LLC 5,322 101.97 482 104.68
2026-01-26 13F Thomasville National Bank 3,625 4.14 324 6.93
2026-04-28 13F Berger Financial Group, Inc 5,883 9.61 533 10.83
2026-05-13 13F Mackenzie Financial Corp 60,139 67.76 5,444 69.33
2026-04-08 13F Miracle Mile Advisors, LLC 1,072,589 68.99 97,101 71.01
2026-04-17 13F Krilogy Financial LLC 23,770 17.23 2,286 20.19
2026-05-11 13F Bailard, Inc. 810,969 2.09 73,417 3.31
2026-05-13 13F Capital Group Private Client Services, Inc. 12,441 26.28 1,126 27.81
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 1,860,132 0.39 168,398 1.59
2026-04-23 13F St. Clair Advisors, LLC 139,459 86.34 12,625 88.57
2026-05-12 13F Omega Financial Group, LLC 127,796 1.43 11,569 2.64
2026-05-15 13F SkyView Investment Advisors, LLC 49,185 0.03 4 0.00
2026-04-16 13F Capital Advisors, Ltd. LLC 33,558 2.71 3 50.00
2026-05-07 13F Northwestern Mutual Wealth Management Co 36,342,282 3.84 3,290,067 5.08
2026-05-11 13F Shepherd Financial Partners LLC 586,787 30.38 53,122 31.94
2026-05-08 13F Maia Wealth LLC 13,760 1.84 1,246 -5.18
2026-04-30 13F Sequoia Financial Advisors, LLC 180,621 6.19 16,352 7.46
2026-04-21 13F SmartHarvest Portfolios, LLC 2,893 262
2026-05-14 13F Mill Creek Capital Advisors, LLC 4,635,334 5.26 419,637 6.52
2026-04-22 13F Kapstone Financial Advisors LLC 4,341 4.40 393 5.66
2026-05-08 13F Maple Capital Management, Inc. 3,081 1.85 279 2.96
2026-05-06 13F Intentional Wealth Strategies, LLC 9,835 890
2026-05-15 13F City National Bank Of Florida /msd 25,130 2.54 2,275 3.79
2026-05-11 13F Catalyst Financial Partners Llc 806,398 9.41 73,003 10.72
2026-05-14 13F Dana Investment Advisors, Inc. 18,619 9.10 1,686 10.42
2026-05-15 13F Segall Bryant & Hamill, Llc 17,238 67.21 1,592 72.67
2026-05-06 13F Topel & Distasi Wealth Management, LLC 172,617 0.94 15,627 2.15
2026-05-11 13F REAP Financial Group, LLC 15,205 21.08 1,376 22.53
2026-04-16 13F Montecito Bank & Trust 140,261 6.23 12,698 7.50
2026-05-13 13F Invst, LLC 40,700 53.79 3,685 55.64
2026-05-15 13F MidFirst Bank 137,843 4.93 12,479 6.18
2026-05-08 13F Macroview Investment Management Llc 50,585 4.46 4,580 5.70
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 1,559,760 28.37 141 30.56
2026-05-12 13F Vickerman Investment Advisors, Inc. 2,876 1.37 260 2.77
2026-04-21 13F Avaii Wealth Management, Llc 4,777 432
2026-05-12 13F Commerce Advisors, LLC 18,009 1,630
2026-05-07 13F Facet Wealth, Inc. 1,461,361 14.43 132,297 9.78
2026-04-15 13F Activest Wealth Management 16,405 0.12 1,485 1.37
2026-04-20 13F Greenup Street Wealth Management Llc 2,249 204
2026-04-29 13F Renasant Bank 58,241 86.60 5,273 88.83
2026-04-23 13F Members Wealth Llc 33,350 10.38 3,176 12.03
2026-05-01 13F Beverly Hills Private Wealth, LLC 10,731 1.04 971 2.21
2026-05-14 13F Bridgewater Advisors Inc. 8,768 3.91 852 9.24
2026-05-05 13F West Paces Advisors Inc. 265,476 1.73 24,034 2.95
2026-04-28 13F Kiley Juergens Wealth Management, Llc 5,179 469
2026-05-01 13F Evolution Advisers, Inc. 169 0
2026-04-29 13F WealthPlan Investment Management, LLC 191,382 79.38 17,326 81.53
2026-04-28 13F ORG Wealth Partners, LLC 26,422 4.82 2,392 6.03
2026-04-27 13F Koshinski Asset Management, Inc. 55,349 0.28 5,011 1.48
2026-05-11 13F 1015 Capital Partners, LLC 22,406 3.94 2,028 5.19
2026-04-24 13F Boston Trust Walden Corp 6,882 4.99 623 6.31
2026-04-22 13F Eqis Capital Management, Inc. 12,007 0.12 1,087 1.40
2026-04-27 13F Turtle Creek Wealth Advisors, LLC 656,151 18.30 59,401 19.71
2026-05-15 13F Van Diest Capital, LLC 7,202 652
2026-04-17 13F Ambassador Advisors, LLC 3,244 3.84 294 5.02
2026-04-22 13F Networth Advisors, LLC 622 65.87 56 69.70
2026-04-22 13F Bravera Wealth 8,136 384.86 737 390.67
2026-05-14 13F Diversified Enterprises, LLC 47,846 6.22 4,332 7.50
2026-05-12 13F Crusonia Wealth Advisors LLC 52,338 0.46 4,738 1.67
2026-05-08 13F Marble Harbor Investment Counsel, LLC 6,426 45.29 582 47.09
2026-02-13 13F Colony Group, LLC 2,945,065 37.87 259,992 39.38
2026-05-12 13F Clark Wealth Partners 8 1
2026-05-13 13F Roger Wittlin Investment Advisory, LLC 19,380 11.78 1,755 13.16
2026-04-02 13F Stash Investments, LLC 512,609 2.16 46,406 3.38
2026-04-23 13F Willis Johnson & Associates, Inc. 11,333 0.17 1,026 1.28
2026-04-28 13F Raleigh Capital Management Inc. 7,871 7.29 713 8.54
2026-05-15 13F Marquette Associates, Inc. 181,597 6.07 16,440 7.33
2026-04-17 13F Outlook Wealth Advisors, LLC 93,460 68.67 8,458 70.63
2026-04-23 13F Game Plan Financial Advisors, LLC 18 2
2026-04-16 13F Strategic Advisory Partners, Llc 1,960 177
2026-05-12 13F Bellwether Advisors, LLC 5,603 68.26 507 70.71
2026-04-21 13F Quad-Cities Investment Group, LLC 8,994 2.27 814 3.56
2026-04-29 13F Landmark Wealth Management, LLC 3,897 18.92 353 20.14
2026-05-15 13F Permanens Capital L.P. 10,594 959
2026-05-15 13F Brown Advisory Inc 857,798 19.12 77,656 20.55
2026-05-14 13F Horizon Investments, LLC 325,166 171.74 29,437 175.01
2026-05-14 13F Financial Sense Advisors, Inc. 2,733 0.89 247 2.07
2026-04-29 13F CVA Family Office, LLC 50,609 7.80 4,582 9.07
2026-05-15 13F Lazard Asset Management Llc 262,099 1.08 23,728 2.29
2026-04-27 13F Lodestar Private Asset Management Llc 49,157 23.90 4,450 25.39
2026-05-15 13F AlphaCore Capital LLC 616,639 33.87 55,824 35.47
2026-04-21 13F Family Wealth Group, LLC 2,886 9.32 261 10.59
2026-05-12 13F Ausdal Financial Partners, Inc. 21,813 5.09 1,975 6.36
2026-04-14 13F SigFig Wealth Management, LLC 1,271,070 4.60 115,070 5.74
2026-04-27 13F Plimoth Trust Co Llc 41,743 23.51 3,779 24.98
2026-02-17 13F Glenmede Trust Co Na 175,016 12.01 15,657 32.45
2026-04-21 13F Maridea Wealth Management LLC 3,455 313
2026-05-01 13F Connecticut Wealth Management, LLC 2,571,288 10.06 232,779 11.38
2026-04-28 13F Stephens Inc /ar/ 18,268 7.76 1,654 9.04
2026-05-11 13F Stonebrook Private Inc. 23,643 2.64 2,140 3.88
2026-04-03 13F Adirondack Trust Co 105 10
2026-05-14 13F Galvin, Gaustad & Stein, LLC 481,065 6.63 43,551 7.90
2026-05-14 13F Rockbridge Investment Management, LCC 700,828 4.51 63,446 5.76
2026-04-28 13F Busey Wealth Management 70,573 4.78 6,389 6.02
2026-04-22 13F DDFG, Inc 5,695 0.98 516 2.18
2026-05-11 13F RiverFront Investment Group, LLC 3,274,660 3.79 296,455 5.03
2026-04-29 13F Alliance Wealth Management Group 143,618 4.86 13,006 6.12
2026-04-24 13F Ledyard National Bank 591,794 0.21 53,575 1.41
2026-04-22 13F J. L. Bainbridge & Co., Inc. 3,291 298
2026-05-14 13F SlateStone Wealth, LLC 149,744 13.86 14 18.18
2026-05-15 13F Equitable Holdings, Inc. 1,513,975 4.55 118,430 -8.58
2026-04-09 13F Victrix Investment Advisors 15,098 6.04 1,367 7.31
2026-04-21 13F Trueblood Wealth Management, LLC 20,960 9.31 1,898 10.61
2026-04-17 13F Essex Savings Bank 11,978 5.69 1,084 7.01
2026-05-09 13F MSH Capital Advisors LLC 97,828 17.61 8,856 19.02
2026-05-12 13F Strategic Wealth Partners, Ltd. 24,011 12.80 2,174 14.13
2026-05-15 13F Colter Lewis Investment Partners LLC 25,387 2.92 2,298 4.17
2026-04-10 13F Cassilly Financial Group LLC 164,767 4.30 14,916 5.55
2026-04-20 13F Kestra Private Wealth Services, Llc 444,614 12.14 40,251 13.49
2026-05-13 13F BCJ Capital Management, LLC 313,589 48.33 28,389 50.11
2026-04-21 13F Trilogy Capital Inc. 13,850 6.83 1,254 8.11
2026-05-04 13F Retirement Planning Group 35,694 597.01 3,231 605.46
2026-05-14 13F North Dallas Bank & Trust Co 4,425 82.47 401 85.19
2026-04-27 13F Thrive Capital Management, LLC 4,574 0.59 414 1.97
2026-04-28 13F Goldstein Advisors, LLC 14,248 1.22 1,290 2.38
2026-05-12 13F Partners Capital Investment Group, Llp 919,863 20.93 83,275 22.38
2026-05-15 13F Advisor Group Holdings, Inc. 2,206,556 8.29 199,807 9.58
2026-04-21 13F Venturi Wealth Management, LLC 1,223,339 124.31 110,749 126.99
2026-05-15 13F Nepc Llc 253,170 1.93 22,919 3.15
2026-05-13 13F Synergy Financial Management, LLC 4,845 113.34 439 115.76
2026-05-06 13F Private Wealth Asset Management, LLC 716,683 4.21 64,881 5.46
2026-05-13 13F Cambridge Associates Llc /ma/ /adv 882,539 13.54 79,896 14.89
2026-04-21 13F Wesbanco Bank Inc 85,221 59.90 7,715 61.84
2026-05-15 13F MAI Capital Management 2,407,502 3.70 217,951 4.94
2026-05-07 13F Continuum Wealth Advisors, Llc 8,738 0.31 791 1.54
2026-04-08 13F RoundAngle Advisors LLC 17,060 0.62 1,544 1.85
2026-04-23 13F Capital Investment Counsel, LLC 70,091 0.58 6,345 1.78
2026-05-11 13F Portland Global Advisors LLC 352,248 2.58 31,889 3.81
2026-05-20 13F Leigh Baldwin & Co., Llc 35,622 3.59 3,225 4.81
2026-05-12 13F Tufton Capital Management 19,495 3.41 2 0.00
2026-05-13 13F Heritage Wealth Advisors 3,086,375 7.96 279,410 9.25
2026-05-13 13F Banque Transatlantique SA 785 71
2026-04-14 13F Legacy Trust 9,867 37.31 893 39.10
2026-04-30 13F BRYN MAWR TRUST Co 56,212 6.03 5,089 7.30
2026-05-05 13F Prosperity Consulting Group, LLC 114,778 9.02 10,391 10.32
2026-05-06 13F Intrust Bank Na 755,267 1.21 68,374 2.42
2026-05-12 13F M Holdings Securities, Inc. 40,753 1.06 4 0.00
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 18,778 112.61 1,700 115.06
2026-04-24 13F Patten Group, Inc. 51,413 1.45 4,654 2.67
2026-04-24 13F Mitchell Mcleod Pugh & Williams Inc 4,704 31.80 426 24.63
2026-05-12 13F Advocacy Wealth Management Services, LLC 93,106 0.88 8,429 2.08
2026-05-15 13F Matrix Private Capital Group Llc 173,116 4.48 15,672 5.73
2026-04-23 13F Marquette Asset Management, LLC 846 77
2026-04-16 13F Triad Wealth Partners, LLC 11,766 9.22 1,065 10.59
2026-04-27 13F Smith & Howard Wealth Management, LLC 414,167 1.64 37,493 2.85
2026-04-21 13F Aurdan Capital Management, LLC 17,700 1.53 1,602 2.76
2026-05-13 13F Heritage Trust Co 24,785 0.45 2,244 1.63
2026-04-14 13F Cornerstone National Bank & Trust Co 33,063 3,039
2026-05-13 13F Cpwa, Llc 5,750 558
2026-05-06 13F HighMark Wealth Management LLC 3,155 0.29 286 1.42
2026-05-07 13F Greykasell Wealth Strategies, Inc. 59,876 0.73 5,421 1.94
2026-05-14 13F Rare Wolf Capital LLC 8,253 0.05 747 1.36
2026-05-04 13F Archer Investment Corp 6,958 3.05 630 4.14
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 15,244 0.08 1,380 1.32
2026-04-20 13F Breakwater Capital Group 12,963 0.82 1,174 2.00
2026-05-13 13F Ubs Asset Management Americas Inc 10,245,000 254.16 927,480 258.39
2026-02-05 13F Tucker Asset Management Llc 976 3.50 87 6.10
2026-05-15 13F Investmark Advisory Group LLC 11,395 4.01 1,032 5.20
2026-04-30 13F Hassell Wealth Management, LLC 22,717 0.19 2,057 -2.19
2026-02-12 13F NDVR, Inc. 19,993 0.10 1,789 2.58
2026-04-14 13F XY Planning Network, Inc. 10,214 49.04 939 53.02
2026-05-11 13F Kestra Investment Management, LLC 39,089 11.21 3,539 12.53
2026-04-22 13F Continuum Advisory, LLC 109,337 2.81 9,898 4.04
2026-04-16 13F First Merchants Corp 187,554 13.15 16,979 14.51
2026-04-17 13F Forefront Wealth Partners, LLC 38,378 11.97 3,474 13.31
2026-05-05 13F IMC-Chicago, LLC 19,173 1,736
2026-05-15 13F/A EverSource Wealth Advisors, LLC 62,516 12.27 5,660 13.61
2026-05-14 13F Axiom International Investors Llc /de 1,207,900 33.10 109,351 34.70
2026-04-09 13F Goelzer Investment Management, Inc. 12,322 102.76 1,116 105.34
2026-05-18 13F Genesis Financial Group, LLC 9,809 0.46 888 1.72
2026-05-08 13F Quantify Chaos Advisors, Llc 9,259 2.29 838 3.58
2026-05-13 13F Lavaca Capital Llc 5,696 10.99 516 12.20
2026-05-13 13F Mariner, LLC 9,746,939 0.21 881,855 1.34
2026-04-13 13F Hm Payson & Co 19,301 25.31 1,747 26.87
2026-05-11 13F Texas Capital Bank Wealth Management Services Inc 748,376 3.41 67,750 4.64
2026-05-08 13F Coldstream Capital Management Inc 510,115 5.98 46,181 7.25
2026-05-15 13F First Manhattan Co 183,577 40.82 16,619 42.51
2026-05-13 13F Callan Family Office, LLC 1,007,041 8.37 91,167 9.66
2026-04-15 13F Adamsbrown Wealth Consultants Llc 3,448 31.10 312 32.77
2026-05-12 13F/A Signature Securities Group Corporation 34,894 7.22 3,159 8.49
2026-04-22 13F Romano Brothers And Company 14,589 2.89 1,321 4.10
2026-04-07 13F Pathway Financial Advisors LLC 368,010 29.01 33,640 28.80
2026-04-08 13F Wealth Science Advisors LLC 206 18
2026-05-15 13F/A Independent Financial Group, Llc 22,345 4.43 2,023 5.64
2026-04-22 13F Vicus Capital 487,806 3.78 44,161 5.02
2026-05-15 13F Wright Wealth Llc 54,742 1.05 4,956 2.25
2026-05-01 13F Cdkv Holdings Llc 4,239 0.95 384 2.13
2026-05-06 13F Fidelis Capital Partners, LLC 150,861 0.63 13,657 1.83
2026-04-13 13F Garrett Investment Advisors LLC 6,851 62.35 620 64.46
2026-05-15 13F Gallagher Fiduciary Advisors, LLC 219,254 6.41 19,849 7.69
2026-05-14 13F Integrity Wealth Advisors, Inc. 36,233 84.61 3,280 86.89
2026-04-14 13F Lee-Kelleher Wealth Management 20,994 14.35 1,901 15.71
2026-05-15 13F Summit Financial, LLC 566,224 15.98 51,260 17.37
2026-04-29 13F Rocky Mountain Advisers, Llc 1,102 7.41 100 8.79
2026-05-08 13F New England Private Wealth Advisors LLC 76,661 73.57 6,940 75.65
2026-05-13 13F Avail Investment Partners, LLC 3,547 0
2026-04-30 13F Nisa Investment Advisors, Llc 73,485 0.39 6,653 1.59
2026-04-10 13F YHB Investment Advisors, Inc. 154,107 6.64 13,951 7.91
2026-04-03 13F First County Bank /CT/ 20,437 1.29 1,850 2.49
2026-05-11 13F Pathstone Holdings, LLC 546,728 11.81 49,513 13.19
2026-05-14 13F Sunesis Advisors, LLC 5,601 507
2026-05-15 13F Core Wealth Advisors, Inc. 210,520 1.82 19,058 3.03
2026-04-23 13F 626 Financial, LLC 2,950 267
2026-04-14 13F Pacific Capital Wealth Advisors, Inc 499,414 2.66 45,212 3.88
2026-05-18 13F Chesapeake Wealth Management 2,518 228
2026-05-11 13F Linscomb & Williams, Inc. 19,522 767.26 1,767 779.10
2026-04-13 13F Mather Group, Llc. 115,450 0.86 10,452 2.07
2026-05-04 13F Westside Investment Management, Inc. 116,143 4,630.88 10,516 4,657.92
2026-05-08 13F Birchcreek Wealth Management, LLC 41,969 1.99 3,799 3.21
2026-04-29 13F Montag A & Associates Inc 42,121 845.48 3,813 858.04
2026-04-23 13F Bigelow Investment Advisors, LLC 39,367 5.43 3,564 6.68
2026-05-15 13F Victory Capital Management Inc 863,242 516.75 78,149 524.14
2026-04-15 13F Fifth Third Securities, Inc. 35,563 3,220
2026-05-01 13F Thrivent Financial For Lutherans 559,047 3.12 51 4.17
2026-05-11 13F Great Valley Advisor Group, Inc. 91,609 2.16 8,293 3.38
2026-04-24 13F Bishop & Co Investment Management, LLC 488,522 76.09 44,226 78.20
2026-05-01 13F Midwest Trust Co 747,893 7.71 67,707 9.00
2026-04-28 13F TritonPoint Partners, LLC 59,910 7.74 5,424 9.03
2026-04-27 13F Platform Technology Partners 2,702 245
2026-05-11 13F Fountainhead AM, LLC 2,532 7.24 229 8.53
2026-05-13 13F Green Harvest Asset Management LLC 23,191 32.08 2,100 33.69
2026-04-02 13F Somerset Trust Co 3,127 13.46 283 15.04
2026-05-13 13F Gibbs Wealth Management 6,354 575
2026-04-22 13F Pasadena Private Wealth, LLC 3,171 287
2026-04-14 13F Well Done, LLC 22,154 34.36 2,006 35.93
2026-04-22 13F Janney Montgomery Scott LLC 2,365,635 55.71 214 58.52
2026-04-15 13F Access Financial Services, Inc. 11,403 6.38 1,032 7.72
2026-05-13 13F Scotia Capital Inc. 380,254 3.30 34,424 4.53
2026-05-04 13F Rogco, Lp 236,882 0.13 21,445 1.32
2026-04-06 13F Versant Capital Management, Inc 116,100 1,789.34 10,511 1,814.39
2026-04-07 13F Twele Capital Management, Inc. 299,724 0.40 27,134 1.60
2026-04-16 13F Southern Capital Advisors, Llc 211,184 17.12 19,119 18.52
2026-05-04 13F Sigma Planning Corp 138,820 9.51 12,567 10.73
2026-04-29 13F Cvfg Llc 4,243 12.46 384 13.95
2026-04-17 13F Defined Wealth Management, Llc 115,583 0.76 10,464 1.97
2026-05-05 13F Ethos Financial Group, LLC 7,915 97.28 706 97.21
2026-04-17 13F Presilium Private Wealth, Llc 11,489 1.34 1,040 2.56
2026-05-01 13F FLC Capital Advisors 2,365 214
2026-05-04 13F Texas Yale Capital Corp. 238,222 0.82 21,566 2.03
2026-05-12 13F Atlantic Union Bankshares Corp 156,771 149.63 14,192 152.62
2026-04-10 13F Pure Financial Advisors, Inc. 4,678,255 1.78 423,522 3.00
2026-05-05 13F Philadelphia Investment Partners, LLC 114 10
2026-05-05 13F Black Diamond Financial, LLC 22,441 9.43 2,032 10.74
2026-04-20 13F Cardinal Point Capital Management, ULC 5,383 21.21 487 22.67
2026-04-08 13F Eclectic Associates Inc /adv 3,175 287
2026-04-27 13F Evolution Wealth Management Inc. 2,831 57.80 256 60.00
2026-04-13 13F Compass Ion Advisors, LLC 14,057 1.72 1,273 2.91
2026-05-07 13F AlTi Global, Inc. 20,128 6.92 1,822 8.19
2026-05-05 13F One Day In July LLC 3,986 33.00 361 34.33
2026-05-14 13F CIBC World Markets Inc. 80,961 56.12 7,329 57.99
2026-04-14 13F Pictet North America Advisors SA 21,426 1,940
2026-05-06 13F Zhang Financial LLC 5,783 0.94 524 2.15
2026-05-01 13F Keener Financial Planning LLC 6,901 9.38 1
2026-05-07 13F Bahl & Gaynor Inc 209,804 0.70 18,994 1.90
2026-05-15 13F Weaver Consulting Group 2,573 2.84 233 4.04
2026-05-08 13F Steward Partners Investment Advisory, Llc 2,895,269 2.12 262,109 3.34
2026-04-17 13F First National Bank Sioux Falls 9,351 2.01 899 9.63
2026-04-23 13F Ewa, Llc 85,847 62.90 7,772 64.85
2026-04-21 13F Instrumental Wealth, Llc 236,113 2.84 21,375 -5.41
2026-04-15 13F DecisionMap Wealth Management, LLC 73,509 3.71 6,655 4.95
2026-04-21 13F Aaron Wealth Advisors LLC 1,536,718 18.43 139,119 19.85
2026-04-21 13F OneAscent Financial Services LLC 6,917 3.16 626 4.51
2026-04-24 13F Courage Miller Partners, LLC 20,667 0.61 1,871 1.85
2026-05-05 13F UBS Group AG 69,333,011 222.61 6,276,717 226.47
2026-05-15 13F Cypress Capital Group 23,671 13.52 2,143 14.85
2026-04-17 13F AdvisorNet Financial, Inc 35,589 2.82 3,222 4.04
2026-04-10 13F Baker Tilly Financial, Llc 4,320 0.58 391 1.82
2026-04-17 13F James J. Burns & Company, LLC 192,172 2.57 17,397 3.79
2026-05-01 13F First Business Financial Services, Inc. 1,556,046 2.80 140,869 4.03
2026-04-16 13F First Community Trust Na 980 46.71 89 49.15
2026-05-07 13F Burk Holdings LLC 315 29
2026-05-13 13F Ci Investments Inc. 883,440 189.72 79,978 193.19
2026-04-02 13F Aspect Partners, LLC 174,268 10.78 15,776 12.10
2026-04-22 13F Joel Isaacson & Co., LLC 15,152 9.23 1,372 10.56
2026-04-28 13F Bryant Woods Investment Advisors, LLC 32,106 18.65 2,907 20.08
2026-05-12 13F Rsm Us Wealth Management Llc 2,200,695 8.03 199,217 8.82
2026-05-15 13F Integrated Wealth Concepts LLC 701,674 9.37 63,523 10.68
2026-04-21 13F Hidden Cove Wealth Management, LLC 3,286 0.67 297 2.06
2026-04-27 13F FSM Wealth Advisors, LLC 14,462 10.30 1,309 11.69
2026-04-30 13F Relyea Zuckerberg Hanson LLC 92,951 4.03 8,415 5.28
2026-04-21 13F Trust Co Of Virginia /va 104,883 1.27 9,495 2.48
2026-05-15 13F Punch & Associates Investment Management, Inc. 104 52.94 9 50.00
2026-04-15 13F Optivise Advisory Services LLC 4,164 26.80 377 28.33
2026-05-14 13F Advisory Alpha, LLC 5,512 31.71 499 33.42
2026-05-04 13F Calamos Wealth Management LLC 107,544 1.23 9,736 2.44
2026-05-11 13F Condor Capital Management 645,510 22.41 58,438 23.87
2026-04-29 13F Rockwood Wealth Management, LLC 21,564 7.37 1,952 8.69
2026-05-12 13F Moneta Group Investment Advisors Llc 2,684,302 6.30 243,010 7.57
2026-05-12 13F Jeter Robert S II 3,689 359
2026-04-24 13F Peregrine Asset Advisers, Inc. 3,341 17.19 302 18.43
2026-04-21 13F Morton Capital Management LLC/CA 31,306 17.86 2,834 19.28
2026-04-08 13F Birchbrook, Inc. 100 9
2026-05-11 13F Inspire Trust Co, N.a. 259,000 11.54 23,447 12.87
2026-05-15 13F Investment Counsel Co Of Nevada 6,377 577
2026-02-09 13F/A Allium Financial Advisors, Llc 3,006 4.48 251 15.21
2026-04-14 13F Beacon Investment Advisory Services, Inc. 1,267 115
2026-04-22 13F Apollon Financial, LLC 125,121 11.75 11,327 13.09
2026-04-28 13F Bogart Wealth, LLC 6,595 78.92 597 81.46
2026-05-06 13F Shared Vision Wealth Group LLC 4,932 0.02 447 -3.46
2026-05-12 13F Creative Planning 2,753,122 2.59 249,240 3.82
2026-04-16 13F Center For Asset Management LLC 68,148 12.92 6,169 14.26
2026-05-11 13F United Bank 8,673 15.32 785 16.82
2026-05-13 13F Keystone Financial Group 26,027 1.49 2,372 3.40
2026-05-07 13F Rational Advisors Llc 236,210 33.20 21,384 34.80
2026-05-13 13F River Wealth Advisors LLC 6,160 1.18 558 2.39
2026-05-15 13F Wick Capital Partners, LLC 168,170 3.03 16,954 1.83
2026-05-15 13F RMB Capital Management, LLC 1,195,796 66.40 108,255 68.39
2026-04-13 13F Creative Financial Designs Inc /adv 64,258 4.79 5,817 6.05
2026-04-17 13F Total Clarity Wealth Management, Inc. 15,652 107.45 1,417 110.09
2026-05-01 13F Ferguson Wellman Capital Management, Inc 30,007 2,717
2026-05-06 13F Assetmark, Inc 8,778,321 4.94 794,701 6.20
2026-05-12 13F Kingsview Wealth Management, LLC 74,664 11.19 6,759 12.52
2026-04-30 13F Simplicity Wealth,LLC 23,418 13.50 2,120 14.85
2026-05-04 13F MTC Wealth Management LLC 347,436 41.95 31,453 43.65
2026-05-13 13F PKS Advisory Services, LLC 70,671 1.21 6,402 2.50
2026-04-20 13F MBM Wealth Consultants, LLC 22 2
2026-04-21 13F Curat Global, LLC 4,639 1,268.44 421 1,300.00
2026-04-07 13F O'Keefe Stevens Advisory, Inc. 15,151 1,372
2026-05-05 13F Crestwood Advisors Group LLC 597,538 38.11 54,087 39.73
2026-05-07 13F Premier Private Wealth Management LLC 59,459 0.89 5,383 -3.39
2026-04-30 13F Independence Bank of Kentucky 31,800 16.08 2,879 17.47
2026-05-11 13F Commerce Bank 531,120 20.38 48,082 21.82
2026-04-22 13F Storen Legacy Partners, LLC 33,154 3,001
2026-04-09 13F OFS Enterprise LLC 25,536 2,312
2026-04-21 13F International Private Wealth Advisors LLC 6,110 0.03 553 1.28
2026-02-17 13F Tolleson Wealth Management, Inc. 4,720 422
2026-05-15 13F Purpose Unlimited Inc. 364,353 4.11 32,985 5.36
2026-05-07 13F Johnson Financial Group, Inc. 1,934,375 6.80 175,119 8.07
2026-05-14 13F JustInvest LLC 27,828 9.50 2,519 10.82
2026-05-07 13F Capital Performance Advisors Llp 496,120 3.46 44,914 4.70
2026-05-15 13F Cresset Asset Management, LLC 5,580,305 2.95 505,166 4.18
2026-05-04 13F Henderson Brothers Financial Partners, LLC 52,401 74.61 4,744 76.71
2026-05-13 13F Oak Grove Capital LLC 7,236 11,032.31 655 16,275.00
2026-05-15 13F Perennial Investment Advisors, LLC 23,569 13.48 2,134 14.80
2026-04-10 13F Perfromance Wealth Partners, LLC 4,215 382
2026-04-09 13F Elmwood Wealth Management, Inc. 73,730 4.63 6,675 5.87
2026-05-13 13F Bank Of Montreal /can/ 16,514,199 32.16 1,495,030 33.74
2026-06-01 13F Flagship Wealth Advisors, Llc 108 9
2026-04-20 13F Investment Research & Advisory Group, Inc. 18,690 0.62 1,692 1.81
2026-05-13 13F Protective Life Corp 284 26
2026-05-12 13F Summit Rock Advisors, LP 176,440 15,973
2026-05-12 13F Reyes Financial Architecture, Inc. 568 8.60 51 10.87
2026-04-14 13F Affiance Financial, LLC 380,964 21.93 34,489 23.39
2026-04-17 13F Brown, Lisle/cummings, Inc. 4,714 3.17 427 4.41
2026-04-24 13F Flagship Private Wealth, LLC 2,505 227
2026-04-27 13F HB Wealth Management, LLC 216,717 2.50 19,619 3.73
2026-05-14 13F Ade, Llc 65,376 0.90 5,919 2.10
2026-05-05 13F HighTower Advisors, LLC 5,692,802 4.20 515,371 5.45
2026-04-28 13F Westfuller Advisors, LLC 64,948 5.89 5,880 7.16
2026-04-23 13F First Pacific Financial 1,492 214.11 135 221.43
2026-05-12 13F One Capital Management, LLC 258,802 61.15 23,429 63.08
2026-04-28 13F Sage Rhino Capital Llc 190,467 1.09 17,243 2.30
2026-04-08 13F Sapient Capital Llc 56,473 6.90 5,113 7.69
2026-05-06 13F Advisortrust Partners, Llc 3,188 289
2026-05-12 13F Dynamic Financial Group 26,253 19.15 2,377 20.55
2026-04-22 13F Foundry Financial LLC 8,407 18.29 761 19.84
2026-04-13 13F Winthrop Advisory Group LLC 24,266 9.31 2,197 10.57
2026-04-27 13F Td Private Client Wealth Llc 3,394,321 8.35 307,288 9.65
2026-04-28 13F Whittier Trust Co 532,405 15.78 48,923 16.19
2026-05-14 13F Baird Financial Group, Inc. 6,173,951 5.20 558,928 6.46
2026-04-23 13F Bell Bank 3,550,678 2.71 321,443 3.94
2026-02-11 13F Parallel Advisors, LLC 653,305 0.10 58,445 2.57
2026-05-14 13F Ieq Capital, Llc 268,178 8.30 24,278 9.60
2026-05-11 13F Tulsa Wealth Advisors, INC 12,896 1,168
2026-05-07 13F Insight 2811, Inc. 80,416 1.80 7,280 3.03
2026-05-01 13F Strategic Wealth Advisors LLC 12,461 2.05 1 0.00
2026-04-08 13F Warner Financial, Inc 24,264 1.59 2,197 109,750.00
2026-05-11 13F Wells Fargo & Company/mn 85,182,345 7.66 7,711,558 8.95
2026-04-22 13F Princeton Global Asset Management LLC 47,075 25.47 4,262 26.97
2026-05-01 13F Hantz Financial Services, Inc. 2,581,035 9.17 234 10.43
2026-05-14 13F Purewater Capital LLC 34,485 3,122
2026-04-13 13F Conrad Siegel Investment Advisors, Inc. 519,903 1.30 47,067 2.52
2026-04-16 13F Rainier Family Wealth Inc 26,310 14.95 2,382 16.32
2026-04-27 13F Wbh Advisory Inc 216,614 6.19 19,909 9.10
2026-05-11 13F Collier Financial 3,139 9.60 284 10.94
2026-04-20 13F Cherrydale Wealth Management, Llc 2,783 4.12 252 5.02
2026-04-07 13F First Financial Corp /in/ 4,427 1.89 401 3.09
2026-04-29 13F KERR FINANCIAL PLANNING Corp 2,421 13.03 228 13.43
2026-04-22 13F Caldwell Trust Co 97,964 16.25 8,869 17.64
2026-04-24 13F Essex Financial Services, Inc. 41,183 12.48 3,728 13.83
2026-05-14 13F Institute for Wealth Management, LLC. 7,536 3.08 682 4.28
2026-05-15 13F Walsh & Associates, LLC 11,444 5.20 1,036 6.47
2026-04-10 13F Octavia Wealth Advisors, LLC 459,840 145.03 41,629 147.97
2026-04-09 13F Thrive Wealth Management, LLC 5,575 29.02 505 30.57
2026-05-05 13F Noesis Capital Mangement Corp 14,556 21.81 1,318 23.20
2026-04-22 13F RMR Wealth Builders 694,475 6.71 62,871 7.99
2026-05-13 13F Transcend Wealth Collective, Llc 58,814 8.69 5,324 10.00
2026-04-14 13F Lawood & Co 3,966 12.61 359 13.97
2026-05-04 13F Bedel Financial Consulting, Inc. 3,048 276
2026-05-15 13F CI Private Wealth, LLC 3,345,713 0.33 301,985 1.46
2026-05-08 13F Moors & Cabot, Inc. 12,861 4.36 1,164 5.63
2026-05-15 13F Jones Financial Companies Lllp 108,462,596 7.78 9,494,819 5.47
2026-04-30 13F Millstone Evans Group, LLC 3,772 6.58 341 7.91
2026-05-15 13F Fairview Capital Investment Management, Llc 60,586 0.12 5,485 1.31
2026-05-14 13F Traynor Capital Management, Inc. 8,181 11.17 717 8.97
2026-04-29 13F Penobscot Investment Management Company, Inc. 35,209 22.76 3,187 24.25
2026-04-30 13F Indivisible Partners 21,533 5.81 1,949 7.09
2026-05-15 13F Morgan Stanley 105,157,541 0.26 9,519,913 1.46
2026-05-05 13F Gentry Private Wealth, Llc 52,510 14.89 4,754 16.27
2026-04-09 13F Key Client Fiduciary Advisors, LLC 3,589 2.87 325 3.85
2026-04-08 13F Capital Advisors Wealth Management, LLC 14,805 17.11 1,340 18.58
2026-04-03 13F Box Hill Private Wealth LLC 49,928 26.99 4,520 28.52
2026-04-22 13F Tred Avon Family Wealth, Llc 19,329 11.26 1,750 12.55
2026-04-21 13F HCR Wealth Advisors 36,210 1.41 3,278 2.63
2026-04-17 13F BAM Wealth Management, LLC 12,325 12.46 1,116 13.78
2026-05-12 13F Culbertson A N & Co Inc 3,376 306
2026-04-21 13F Riverstone Advisors, LLC 2,565 232
2026-04-22 13F Portus Wealth Advisors, LLC 25 2
2026-05-07 13F Allen Investment Management LLC 341,204 0.07 30,893 1.29
2026-05-22 13F Coastline Complete Wealth LLC 5,144 466
2026-04-13 13F Wiser Wealth Management, Inc 25,380 11.14 2,298 12.43
2026-05-01 13F Symphony Financial, Ltd. Co. 110,155 21.77 9,893 21.96
2026-05-06 13F Quadrant Private Wealth Management, LLC 34,065 17.62 3,084 19.03
2026-04-23 13F Strategic Point Investment Advisors, LLC 231,817 2.07 20,986 3.29
2026-05-15 13F Silvercrest Asset Management Group Llc 107,518 17.24 9,734 18.64
2026-05-12 13F Pcg Asset Management, Llc 14,255 9.28 1,291 9.32
2026-05-18 13F Cassady Wealth & Retirement Planning, LLC 2,841 1.00 271 7.97
2026-04-27 13F Victory Financial Group, Llc 11,910 6.09 1,078 7.37
2026-04-14 13F USA Financial Portformulas Corp 5,367 145.97 486 148.72
2026-05-04 13F AMG National Trust Bank 956,091 10.11 86,555 11.43
2026-05-15 13F Clark Capital Management Group, Inc. 11,517 69.54 1,043 71.66
2026-05-14 13F Fft Wealth Management Llc 36,586 214.64 3,312 218.46
2026-04-13 13F Armstrong, Fleming & Moore, Inc 7,785 1.30 705 2.47
2026-04-22 13F Gemmer Asset Management LLC 4,260 0.02 386 1.05
2026-05-12 13F Advyzon Investment Management, LLC 12,204 144.37 1,105 147.53
2026-05-12 13F Bitterroot Capital Advisors Llc 97,292 0.14 8,808 1.33
2026-04-24 13F Goldstone Financial Group, LLC 5,026 15.67 455 17.27
2026-05-14 13F Twin Focus Capital Partners, Llc 1,036,898 2.35 93,870 3.57
2026-05-07 13F Rothschild Investment Llc 4,558 45.30 413 47.14
2026-05-13 13F Jaffetilchin Investment Partners, LLC 81,506 372.77 7,379 378.47
2026-05-11 13F Ducere Wealth Management LLC 66,721 8.22 6,040 9.52
2026-04-23 13F Salus Financial Advisors, LLC 265,686 9.31 24,053 10.61
2026-05-12 13F Operose Advisors LLC 31,604 4.84 2,861 6.12
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 32,036 83.46 2,900 85.66
2026-05-12 13F Colonial Trust Advisors 40,251 1.83 3,644 3.06
2026-04-10 13F MKT Advisors LLC 3,342 6.77 307 6.99
2026-05-13 13F Corsicana & Co. 36,825 0.60 2,786 -14.94
2026-05-07 13F Advisor OS, LLC 47,017 535.62 4,256 543.87
2026-04-06 13F Old Port Advisors 52,766 2.98 4,777 4.21
2026-04-16 13F Allegheny Financial Group LTD 7,361 0.16 666 1.37
2026-04-01 13F Burkett Financial Services, Llc 175 16
2026-04-13 13F Neumann Capital Management, LLC 297,483 2.81 26,931 4.04
2026-05-04 13F Vista Finance, Llc 43,084 3,900
2026-05-12 13F Stifel Financial Corp 11,481,025 3.29 1,039,379 4.53
2026-05-14 13F Ballentine Partners, LLC 6,663,055 4.18 603,206 5.43
2026-04-16 13F Lincoln Capital Corp 214,322 0.85 19,403 2.05
2026-05-05 13F Sanctuary Advisors, LLC 1,385,391 0.99 125,419 2.19
2026-04-20 13F Naples Global Advisors, Llc 8,276 0.18 749 1.35
2026-05-14 13F Orion Capital Management LLC 776 492.37 70 536.36
2026-05-15 13F Barnes Wealth Management Group, Inc 4,001 20.40 362 21.89
2026-05-11 13F Makena Capital Management Llc 1,077,876 15.36 97,580 16.76
2026-04-29 13F Mycio Wealth Partners, Llc 244,550 2.92 22,139 4.15
2026-04-27 13F Byrne Financial Freedom, Llc 5,326 26.81 482 28.53
2026-05-07 13F New York Life Investment Management Llc 1,030,827 10.43 93,321 11.75
2026-05-18 13F IFS Group,LLC 29,649 14.37 2,684 17.82
2026-05-12 13F CIBC Bancorp USA Inc. 218,850 207.79 19,812 219.14
2026-04-15 13F Iowa State Bank 345,430 6.66 31,272 7.94
2026-04-13 13F Massmutual Trust Co Fsb/adv 378,740 2.55 34,287 3.78
2026-04-20 13F L.K. Benson & Company, P.C. 2,616 237
2026-05-13 13F Owl Creek Wealth Partners LLC 31,679 2,868
2026-05-11 13F Peak Retirement Planning, Inc. 5,645 25.92 511 27.43
2026-05-08 13F Aviso Wealth Management 8,224 0.48 745 1.64
2026-05-11 13F Capital Square, LLC 3,757 24.57 357 32.34
2026-05-14 13F Capital Analysts, Inc. 1,322,097 4.37 120 5.31
2026-04-20 13F Provenance Wealth Advisors, LLC 119,721 9,187.90 10,838 9,324.35
2026-04-30 13F Peterson Wealth Services 17,985 16.10 1,628 17.55
2026-04-08 13F First Heartland Consultants, Inc. 4,842 35.36 438 37.30
2026-05-15 13F New England Asset Management Inc 605,220 4.84 54,791 6.10
2026-04-20 13F Heritage Wealth Management, Inc. 4,765 0.72 431 1.89
2026-04-13 13F Trust Co 5,663 6.39 513 7.56
2026-05-14 13F Retiremitten Financial Llc 1,479 134
2026-04-23 13F Oppenheimer & Co Inc 58,485 5.39 5,295 6.65
2026-05-06 13F TopTier Wealth Management, LLC 199 18
2026-01-14 13F ORG Partners LLC 2,951 8.37 264 11.39
2026-04-22 13F Louisbourg Investments Inc. 95,189 4.54 8,617 5.79
2026-05-14 13F August Group Capital Ltd 4,914 15.03 445 16.23
2026-04-17 13F Webster Bank, N. A. 231,052 18.36 20,917 19.78
2026-04-30 13F Titleist Asset Management, Llc 33,500 384.52 3,033 390.61
2026-05-11 13F Carbahal Olsen Financial Services Group, LLC 156,274 0.57 14,147 1.77
2026-05-08 13F Vann Equity Management LLC 11,303 1,023
2026-05-14 13F Meridian Wealth Partners, LLC 2,362 214
2026-02-18 13F Financial Advisory Service, Inc. 51,520 1.70 4,609 4.18
2026-04-22 13F Uniting Wealth Partners, LLC 4,338 5.19 393 6.52
2026-04-17 13F Buffalo Business & Estate Services Ltd 448,331 19.84 40,587 21.27
2026-04-20 13F Auour Investments LLC 82,829 0.39 7,498 1.60
2026-05-13 13F Lloyd Advisory Services, LLC. 416 43.94 38 48.00
2026-04-21 13F Chapin Davis, Inc. 7,131 13.35 646 14.77
2026-02-05 13F Center for Financial Planning, Inc. 1,100,810 0.82 98,478 3.30
2026-04-14 13F Capital Asset Managemnet, LLC 11,437 12.61 1,035 13.99
2026-04-22 13F Matauro, Llc 23,368 1.95 2,115 3.17
2026-04-07 13F Park Avenue Securities Llc 439,963 24.94 40 25.81
2026-04-30 13F GFS Advisors, LLC 5,200 516
2026-04-29 13F/A True Link Financial Advisors, LLC 868,981 0.66 78,669 1.87
2026-05-01 13F International Assets Investment Management, Llc 15,025 3.09 1,381 5.91
2026-04-06 13F Acima Private Wealth, Llc 99,057 0.71 8,968 1.92
2026-04-10 13F Oxinas Partners Wealth Management LLC 2,611 9.61 236 10.80
2026-05-11 13F Great Lakes Advisors, Llc 638,649 67.86 57,817 69.87
2026-05-08 13F Bokf, Na 9,239 89.52 836 91.74
2026-04-23 13F Financial & Tax Architects, LLC 2,733 247
2026-04-29 13F Latko Wealth Management, Ltd. 5,852 530
2026-04-13 13F Wolff Wiese Magana Llc 21,868 15.90 1,980 17.31
2026-04-09 13F Sculati Wealth Management, LLC 74,086 2.43 6,707 3.66
2026-04-22 13F Clear Creek Financial Management, LLC 49,462 4,478
2026-04-27 13F LCW Services, LLC 23,082 31.16 2,090 32.72
2026-05-11 13F Founders Financial Alliance, LLC 12,822 49.34 1,161 51.04
2026-05-14 13F VestGen Advisors, LLC 86,914 26.20 8,389 36.15
2026-04-20 13F Brandywine Oak Private Wealth Llc 375,169 6.64 33,964 7.91
2026-05-15 13F Excelsior Advisor Network LLC 18,881 22.03 1,709 23.48
2026-06-03 13F/A Wealthquest Corp 1,434,765 2.01 129,889 3.23
2026-04-15 13F Regatta Capital Group, Llc 7,527 9.71 681 11.09
2026-04-22 13F Barnes Dennig Private Wealth Management LLC 12,016 0.02 1,088 1.21
2026-04-23 13F Prism Advisors, Inc. 54,175 0.00 4,904 1.20
2026-05-07 13F Scarborough Advisors, LLC 145,917 9.89 13,210 11.21
2026-04-24 13F Cabot Wealth Management Inc 107,447 498.06 9,727 505.29
2026-04-20 13F Sowell Financial Services LLC 243,601 2.02 22,053 3.24
2026-05-11 13F Waddell & Associates, Llc 647,416 3.95 58,611 5.19
2026-05-13 13F Godshalk Welsh Capital Management, Inc. 27,990 0.81 2,534 2.01
2026-04-08 13F Lineweaver Wealth Advisors, LLC 32,573 2.13 2,949 3.33
2026-04-17 13F Morris Financial Concepts, Inc. 203,991 4.52 18,467 5.77
2026-05-11 13F Adams Wealth Management 3,294 1.86 298 3.11
2026-05-15 13F Wealth Analytics Partners, LLC 71,944 10.41 6,513 11.73
2026-04-21 13F Colony Family Offices, LLC 652,280 0.21 59,051 1.41
2026-05-13 13F Natixis Advisors, L.p. 2,509,338 38.53 227 40.12
2026-04-21 13F Cambient Family Office, Llc 53,077 0.55 4,805 1.76
2026-05-12 13F Aspiriant, Llc 986,758 7.77 89,331 9.06
2026-04-08 13F RDA Financial Network 8,502 51.17 770 52.88
2026-04-28 13F Howe & Rusling Inc 57,658 9.97 5,220 11.28
2026-05-11 13F Foundations Investment Advisors, LLC 29,205 14.25 2,644 15.62
2026-05-12 13F Absolute Capital Management, LLC 3,676 10.29 333 11.41
2026-05-12 13F Dearborn Partners Llc 5,983 1.20 542 2.46
2026-05-15 13F Coral Wealth Management, LLC 73,436 6,648
2026-05-06 13F LPL Financial LLC 46,029,515 12.85 4,167,052 14.20
2026-04-09 13F Park Place Capital Corp 109,189 41.77 9,885 43.45
2026-05-01 13F One Degree Advisors Inc 63,101 3.44 6 0.00
2026-05-13 13F Mach-1 Financial Group, Inc. 58,035 14.71 5,254 16.06
2026-04-28 13F Robertson Stephens Wealth Management, LLC 801,484 46.60 72,558 48.35
2026-04-16 13F Warren Street Wealth Advisors, LLC 3,444 27.84 312 29.05
2026-04-29 13F Harbour Capital Advisors, LLC 153,149 1.05 14,586 6.51
2026-05-11 13F Elevated Financial Group LLC 2,663 241
2026-05-15 13F National Philanthropic Trust 1,765,613 2.24 159,841 3.47
2026-04-17 13F Swp Financial Llc 39,752 7.22 3,599 8.50
2026-05-08 13F Jackson Hole Capital Partners, LLC 106,041 0.71 9,600 1.91
2026-05-19 13F Western Wealth Management, LLC 71,769 9.85 6,497 11.17
2026-05-11 13F Lcnb Corp 252,533 8.57 22,862 9.87
2026-05-12 13F Community Bank, N.A. 336,084 0.34 30,426 1.54
2026-05-20 13F Hobbs Group Advisors, LLC 35,839 3.52 3,245 4.75
2026-05-11 13F OpenArc Corporate Advisory, LLC 2,342,950 9.88 212,107 11.19
2026-04-24 13F Keybank National Association/oh 10,187,432 8.78 922,268 10.09
2026-04-23 13F Forum Financial Management, LP 6,514 14.74 590 16.17
2026-05-14 13F Kayne Anderson Rudnick Investment Management Llc 10,223 17.44 923 18.66
2026-05-05 13F Covestor Ltd 2,949 2.79 0
2026-04-22 13F Penney Financial, LLC 140,064 6.44 12,680 7.70
2026-05-13 13F Argent Trust Co 82,288 16.62 7,450 18.01
2026-04-16 13F Quotient Wealth Partners, LLC 2,574,775 8.77 233,094 10.07
2026-04-21 13F ADG Wealth Management Group, LLC 32,010 0.38 2,898 1.58
2026-04-03 13F Coastline Trust Co 323,189 13.67 29,258 15.03
2026-04-13 13F Stolper Co 15,990 249.13 4
2026-05-15 13F Evergreen Wealth Solutions, LLC 460,349 41,675
2026-05-11 13F Financial Perspectives, Inc 8,436 3.85 764 5.10
2026-05-11 13F Fortis Capital Management LLC 6,951 28.34 629 29.96
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 27,790 1.46 2,516 2.65
2026-04-21 13F Armbruster Capital Management, Inc. 157,022 1.14 14,215 2.35
2026-05-15 13F Bragg Financial Advisors, Inc 2,916 27.39 264 29.41
2026-05-06 13F Elyxium Wealth, LLC 70,496 1.07 6,382 2.29
2026-05-12 13F Disciplined Investments, LLC 22,867 0.91 2,070 2.07
2026-04-14 13F Value Investment Professionals, LLC 10,882 0.35 985 1.55
2026-05-13 13F GeoWealth Management, LLC 63,417 6.83 5,741 8.12
2026-05-06 13F Dunhill Financial, LLC 3,211 28.59 291 30.04
2026-05-13 13F Black Cypress Capital Management, LLC 16,761 9.45 1,517 10.73
2026-05-01 13F Welch & Forbes Llc 24,092 68.51 2,181 70.52
2026-04-20 13F Fiduciary Alliance LLC 31,784 5.08 3,065 13.27
2026-04-15 13F Trust Point Inc. 49,466 6.22 4,478 7.49
2026-05-12 13F Kirtland Hills Capital Management, Llc 7,335 698
2026-05-18 13F Ashton Thomas Securities, Llc 144,696 13,099
2026-05-14 13F Dorsey & Whitney Trust CO LLC 75,549 8.50 6,839 9.81
2026-05-05 13F Frazier Financial Advisors, LLC 4,245 11.33 384 12.61
2026-04-29 13F Global Strategic Investment Solutions, LLC 1,139,343 0.16 103,145 1.36
2026-04-29 13F WealthPLAN Partners, LLC 16,988 253.99 1,538 258.28
2026-04-16 13F Evolve Private Wealth, Llc 26,038 262.14 2,357 266.56
2026-05-07 13F ESL Trust Services, LLC 4,048 1.12 366 2.23
2026-05-01 13F Innovative Wealth Building LLC 18,210 2.09 1,649 3.32
2026-05-14 13F Bare Financial Services, Inc 380,203 3.14 34,420 4.37
2026-05-12 13F Vestcor Inc 32,859 0.60 3 0.00
2026-04-22 13F Abundance Wealth Counselors 259,172 3.70 23,463 4.94
2026-05-07 13F JSF Financial, LLC 137,649 186.44 12,461 189.86
2026-05-13 13F Hennion & Walsh Asset Management, Inc. 4,601 22.20 417 23.81
2026-04-16 13F Diversified Trust Co 1,015,521 0.19 91,935 1.39
2026-05-12 13F TIAA Wealth Investment Management LLC 25,333,750 2,221,517
2026-05-15 13F Capital & Planning, Llc 155 14
2026-05-05 13F Clear Harbor Asset Management, LLC 8,655 2.72 784 3.98
2026-05-13 13F Federation des caisses Desjardins du Quebec 178,349 14.26 16,146 15.62
2026-05-15 13F Headinvest, Llc 67,268 116.61 6,090 119.19
2026-04-28 13F Flagship Harbor Advisors, Llc 38,997 3,530
2026-04-15 13F Koesten, Hirschmann & Crabtree, INC. 180,800 3.65 16,368 4.88
2026-05-01 13F Harwood Advisory Group, LLC 756 48.53 68 51.11
2026-05-05 13F Thayer Partners, LLC / MA 32,107 6.60 2,907 7.87
2026-05-13 13F AE Wealth Management LLC 1,306,747 30.08 118,300 31.64
2026-04-09 13F Camelot Technology Advisors, Inc. 108,795 6.13 9,849 7.40
2026-04-09 13F McNamara Financial Services, Inc. 13,736 2.42 1,244 3.67
2026-05-28 13F Blue Fin Capital, Inc. 36,083 26.84 3,267 28.38
2026-04-28 13F MBL Wealth, LLC 312,859 1.75 28,323 2.97
2026-05-05 13F Sandy Cove Advisors, LLC 80,937 7.97 7,327 9.26
2026-05-07 13F Meeder Advisory Services, Inc. 1,590,254 9.44 143,966 10.74
2026-05-14 13F Atomi Financial Group, Inc. 247,127 17.92 22,372 19.34
2026-05-15 13F TCG Advisory Services, LLC 18,347 24.61 1,661 26.04
2026-04-17 13F Tectonic Advisors Llc 164,286 1.73 14,873 2.95
2026-05-04 13F Two West Capital Advisors LLC 10,856 17.37 1,014 22.49
2026-04-20 13F Eagle Strategies LLC 71,007 3.81 6,428 5.05
2026-05-12 13F Matters Capital Llc 61,408 0.48 5,559 1.68
2026-05-13 13F Strategic Financial Concepts, LLC 6,464 69.48 585 71.55
2026-04-21 13F Meridian Financial, LLC 4,820 436
2026-04-22 13F Pinnacle Bancorp, Inc. 35,153 9.98 3,182 11.30
2026-04-27 13F Mount Yale Investment Advisors, LLC 368,941 17.52 33,400 18.93
2026-05-13 13F IF Advisors, LLC 4,065 368
2026-05-08 13F Roundview Capital LLC 82,474 6.88 7,466 8.17
2026-04-08 13F Roberts Wealth Advisors, LLC 4,432 401
2026-04-17 13F Certified Advisory Corp 172,183 19.28 15,588 20.70
2026-05-13 13F Acadian Asset Management Llc 740,327 7.20 67 9.84
2026-04-20 13F GSB Wealth Management, LLC 3,183 5.08 288 6.67
2026-05-13 13F Geometric Wealth Advisors 3,877 24.46 351 25.90
2026-04-06 13F WASHINGTON TRUST Co 316,599 6.64 28,662 7.92
2026-05-08 13F Aspen Wealth Strategies, LLC 161,219 3.14 14,595 4.38
2026-05-06 13F Spartan Wealth Advisory Services LLC 7,126 645
2026-04-09 13F DHJJ Financial Advisors, Ltd. 3,678 279.96 333 286.05
2026-04-10 13F Sage Investment Advisers LLC 3,767 346
2026-05-04 13F Beckerman Institutional, LLC 17,270 3.90 1,563 5.18
2026-04-07 13F Eastern Bank 123,913 0.73 11,218 1.94
2026-04-22 13F Spire Wealth Management 316,453 1.52 28,649 2.73
2026-05-11 13F Schiavi & Co LLC 47,479 1.44 4,298 2.68
2026-02-03 13F Alpha Cubed Investments, LLC 3,229 17.85 289 20.50
2026-01-16 13F Trust Co Of Vermont 17,949 6.45 1,606 9.04
2026-04-23 13F Spinnaker Trust 75,521 25.62 6,837 27.11
2026-05-11 13F Resolute Wealth Advisor, Inc. 7,528 682
2026-05-14 13F Coign Capital Advisors LLC 16,827 3.63 1,523 4.89
2026-05-13 13F Intrepid Financial Planning Group LLC 20,842 20.39 1,887 21.83
2026-04-08 13F Gilman Hill Asset Management, LLC 2,496 2.42 226 3.21
2026-04-28 13F Dean, Jacobson Financial Services, LLC 322,221 0.77 29,171 1.98
2026-05-13 13F/A Jpmorgan Chase & Co 18,959,497 4.30 1,662,558 2.24
2026-04-21 13F Financial Council Asset Management Inc 3,683 333
2026-05-15 13F JT Stratford LLC 43,073 2.61 3,899 3.83
2026-05-06 13F Townsend Asset Management Corp /nc/ /adv 5,591 0.72 506 2.02
2026-01-26 13F Pursuit Wealth Management LLC 8,213 735
2026-05-13 13F Kovitz Investment Group Partners, LLC 24,987 107.50 2,262 110.03
2026-05-07 13F Hemenway Trust Co LLC 3,684 1.52 334 2.78
2026-05-04 13F MEMBERS Trust Co 3,893,439 27.82 352,473 29.35
2026-05-04 13F Wsfs Capital Management, Llc 37,089 0.15 3,358 1.36
2026-05-06 13F Crescent Grove Advisors, LLC 208,743 0.42 18,898 1.62
2026-05-12 13F Independent Advisor Alliance 759,821 2,293.44 68,787 2,322.04
2026-05-08 13F Glenview Trust Co 32,692 2.64 2,960 3.86
2026-04-29 13F Skopos Labs, Inc. 66,200 13.54 5,993 14.57
2026-05-07 13F Mason Street Advisors, Llc 710,997 12,373.63 64,367 16,705.74
2026-04-22 13F Parcion Private Wealth LLC 1,763,387 73.63 159,639 75.71
2026-05-04 13F Hillsdale Investment Management Inc. 21 2
2026-05-15 13F Advisory Services Network, LLC 167,431 5.50 15,157 6.76
2026-05-11 13F Seeds Investor Llc 4,726 1.00 457 9.33
2026-04-08 13F Lakeridge Wealth Management LLC 2,319 210
2026-05-01 13F Natural Investments, Llc 2,629 0.50 0
2026-05-15 13F Gateway Wealth Partners, LLC 83,885 759.21 7,594 769.87
2026-05-05 13F Bank of New York Mellon Corp 38,117,521 8.41 3,450,779 9.71
2026-05-06 13F VSM Wealth Advisory, LLC 51 5
2026-04-09 13F P/E Global LLC 165,407 14,974
2026-05-11 13F Becker Capital Management Inc 252,963 11.82 22,901 13.16
2026-04-17 13F Charter Trust Co 17,447 14.61 1,579 16.02
2026-04-28 13F Kingswood Wealth Advisors, Llc 26,822 20.71 2,428 22.19
2026-05-13 13F Cove Private Wealth, LLC 3,374 305
2026-05-14 13F Gamco Investors, Inc. Et Al 126,113 56.27 11,417 58.15
2026-04-28 13F Ntv Asset Management Llc 18,856 13.21 1,707 14.56
2026-05-15 13F Chilton Investment Co Llc 7,239 6.52 655 7.91
2026-05-04 13F First Foundation Advisors 1,099,376 5.04 99,526 6.30
2026-04-24 13F Horizon Wealth Management, LLC 7,121 2.27 645 3.54
2026-05-01 13F Mutual Advisors, LLC 42,306 4.90 3,830 6.15
2026-04-22 13F Investment Advisory Group, LLC 27,877 0.82 2,524 2.02
2026-05-13 13F Drake & Associates, LLC 3,133 284
2026-04-16 13F Smith, Salley & Associates 116,782 3.89 10,572 5.13
2026-05-11 13F Biltmore Family Office, LLC 32,368 2.53 2,930 3.75
2026-04-29 13F Isthmus Partners, Llc 510,828 46,245
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 23,252 262.24 2,105 266.72
2026-04-16 13F Flywheel Private Wealth LLC 156,617 3.23 14,179 4.47
2026-04-24 13F Argent Advisors, Inc. 211,539 1.74 19,151 2.95
2026-04-10 13F RTD Financial Advisors, Inc. 4,436 18.39 402 19.70
2026-04-14 13F Palisade Asset Management, LLC 52,014 1.70 4,709 2.91
2026-04-20 13F Columbia Asset Management 17,994 11.54 1,629 12.82
2026-04-24 13F Lynx Investment Advisory 6,228 96.34 564 98.94
2026-04-10 13F Northside Capital Management, LLC 168,251 1,397.43 15,232 1,415.52
2026-04-08 13F RVW Wealth, LLC 7,239 1.40 655 2.66
2026-05-08 13F Blair William & Co/il 922,976 5.69 83,557 6.96
2026-04-08 13F Canandaigua National Corp 17,819 1,613
2026-05-05 13F Leo Wealth, LLC 6,285 3.90 569 4.99
2026-05-11 13F Commonwealth Retirement Investments LLC 3,656 4.07 331 5.10
2026-04-09 13F Central Valley Advisors, Llc 5,692 515
2026-04-27 13F Nixon Peabody Trust Co 4,463 1.55 404 2.80
2026-05-06 13F Clifford Swan Investment Counsel Llc 2,746 4.33 249 5.53
2026-04-29 13F Burney Co/ 4,895 5.18 443 6.49
2026-05-01 13F Global Wealth Management Investment Advisory, Inc. 209,741 4.44 18,988 5.69
2026-05-13 13F LM Advisors LLC 4,022 28.29 44 25.71
2026-05-13 13F First Trust Advisors Lp 5,418 69.58 490 71.93
2026-04-22 13F My Personal CFO, LLC 7,260 657
2026-04-28 13F Belpointe Asset Management LLC 77,422 1.68 7,009 2.91
2026-05-13 13F Lantern Wealth Advisors, LLC 4,766 28.67 431 30.21
2026-04-27 13F Baer Investment Advisory LLC 11,910 1,078
2026-05-14 13F Beaird Harris Wealth Management, LLC 3,066 2.92 278 4.14
2026-04-21 13F Sequent Planning LLC 66,342 22.04 6,006 23.48
2026-05-15 13F Peapack Gladstone Financial Corp 308,407 12.27 28 12.50
2026-05-13 13F Principal Securities, Inc. 638,337 23.03 57,789 24.50
2026-04-01 13F Adelphi Trust Co 52,401 0.38 4,744 1.58
2026-05-08 13F McAdam, LLC 227,233 0.51 20,571 1.71
2026-05-07 13F Crewe Advisors LLC 613,832 11.38 55,570 12.71
2026-04-21 13F Mesirow Financial Investment Management, Inc. 439,624 47.54 39,799 49.31
2026-05-06 13F Avalon Trust Co 3,212 71.40 291 73.65
2026-04-22 13F Gerber, Llc 3,426 2.06 310 3.33
2026-04-27 13F Altus Wealth Group LLC 2,699 244
2026-05-12 13F Saiph Capital, LLC 79,976 7,240
2026-05-14 13F Nicolet Bankshares Inc 276,972 7,521.68 25,089 7,619.38
2026-05-04 13F Savant Capital, LLC 236,107 1.80 21,375 3.02
2026-05-01 13F Strategic Investment Solutions, Inc. /IL 555 136.17 50 138.10
2026-04-24 13F Mann Financial Group, Inc. 243,905 3.41 22,081 4.64
2026-04-29 13F Sunrise Financial Services, LLC 1,080 98
2026-04-24 13F ERn Financial, LLC 209,449 5.81 18,961 7.07
2026-05-14 13F Zacks Investment Management 84,497 3.03 7,650 4.27
2026-04-17 13F United Advisor Group, LLC 25,966 17.29 2,351 18.69
2026-04-15 13F Cypress Financial Planning Llc 112,782 1.18 10,210 1.94
2026-04-21 13F Encompass Wealth Advisors, Llc 278,148 1.35 25,181 2.56
2026-05-29 13F Keel Point, LLC 14,319 1.91 1,296 3.18
2026-04-08 13F WealthCare Investment Partners, LLC 18,585 2.48 1,675 2.26
2026-05-15 13F Mercer Global Advisors Inc /adv 4,638,138 16.48 419,891 17.87
2026-05-08 13F Addison Advisors LLC 843 23.43 76 24.59
2026-05-15 13F Royal Bank Of Canada 8,847,558 0.32 800,969 1.52
2026-05-04 13F Inlight Wealth Management, LLC 2,383 216
2026-04-17 13F Summit Wealth Partners, LLC 141,678 0.02 12,826 1.22
2026-05-12 13F Sfmg, Llc 6,579 1.84 596 3.12
2026-04-14 13F Shrier Wealth Management, Llc 185,701 10.90 16,812 12.23
2026-04-09 13F Planned Solutions, Inc. 133,736 4.06 12,107 5.31
2026-04-15 13F Parsons Capital Management Inc/ri 37,126 8.63 3,361 9.94
2026-04-27 13F Cape Ann Savings Bank 4,869 53.26 441 54.93
2026-04-15 13F Verum Partners LLC 6,372 1.77 577 2.86
2026-05-12 13F Portside Wealth Group, LLC 58,953 5,337
2026-05-19 13F McIlrath & Eck, LLC 2,984 52.32 270 54.29
2026-05-06 13F Gray Private Wealth, LLC 5,712 8.33 517 9.77
2026-05-11 13F Brooklyn FI, LLC 161,877 6.55 14,655 7.82
2026-02-17 13F SageView Advisory Group, LLC 184,674 3.83 16,521 6.38
2026-02-10 13F Vantus Wealth LLC 4,940 442
2026-05-15 13F American Century Companies Inc 388,100 14.44 35,135 15.80
2026-04-07 13F Anderson Hoagland & Co 155,193 1.45 14,050 2.66
2026-04-16 13F Hicks Capital Management Llc 17,343 2.10 1,570 3.36
2026-04-20 13F Apella Capital, LLC 487,168 8.79 47,494 18.56
2026-05-15 13F Quantinno Capital Management LP 241,602 27.63 21,872 29.15
2026-01-16 13F Oldfather Financial Services, LLC 6,935 620
2026-05-13 13F Choate Investment Advisors 50,291 13.09 4,553 14.43
2026-04-22 13F Atlantic Edge Private Wealth Management, LLC 290,896 2.23 26,335 3.45
2026-04-21 13F Beaumont Asset Management, L.L.C. 8,379 1.10 759 2.29
2026-05-04 13F Geneos Wealth Management Inc. 381,592 54.22 34,545 56.07
2026-05-05 13F Steel Peak Wealth Management LLC 50,663 352.23 4,587 357.68
2026-04-15 13F Aspen Investment Management Inc 103,955 1.45 9 0.00
2026-05-06 13F Meridian Wealth Management, LLC 148,237 9.09 13,420 10.39
2026-05-11 13F Savvy Advisors, Inc. 180,314 26.27 16,324 27.77
2026-04-22 13F Hofer & Associates. Inc 51,477 2.68 4,660 3.93
2026-04-30 13F Selective Wealth Management, Inc. 7,874 0.94 735 1.94
2026-04-27 13F PFG Investments, LLC 61,186 2.17 5,539 3.40
2026-05-19 13F/A Eley Financial Management, Inc 54,607 2.78 4,944 4.00
2026-04-09 13F Wedmont Private Capital 1,158,252 4.49 110,520 9.20
2026-05-08 13F Vanguard National Trust Co 43,980 3,982
2026-04-21 13F Laurel Oak Wealth Management, Llc 7,014 5.17 635 6.38
2026-04-17 13F First Citizens Asset Management, Inc. 232,123 0.67 21,014 1.88
2026-04-22 13F Youngs Advisory Group, Inc. 2,835 5.39 257 6.67
2026-05-14 13F RPg Family Wealth Advisory, LLC 3,457 313
2026-05-01 13F Compass Financial Services Inc 6,728 9.65 609 11.13
2026-05-01 13F Northcape Wealth Management, Llc 166,789 5.80 15,099 7.06
2026-04-23 13F NewCorp Financial Services, Inc. 117,641 2.68 10,650 3.91
2026-04-21 13F Mayport, Llc 28,455 20.75 2,576 22.15
2026-05-06 13F Astra Wealth Partners LLC 236,849 6.78 21,442 8.06
2026-01-30 13F Caldwell Securities, Inc 1,042 0.77 93 3.33
2026-04-28 13F Appleton Partners Inc/ma 5,636 2.08 1
2026-05-01 13F Pittenger & Anderson Inc 62 226.32 6 400.00
2026-05-06 13F Heartland Bank & Trust Co 7,520 681
2026-04-07 13F Cooper Financial Group 35,333 53.34 3,199 55.17
2026-05-06 13F Hartland & Co., LLC 1,031,127 11.59 93,348 12.92
2026-04-17 13F Wealth Management Partners, LLC 15,594 43.06 1,412 44.72
2026-05-15 13F Transamerica Financial Advisors, Inc. 13,088 64.07 1,185 66.06
2026-04-15 13F City Holding Co 7,413 0.82 671 2.13
2026-04-23 13F North Star Investment Management Corp. 45,693 5.91 4,137 7.18
2026-05-14 13F Sentinel Advisory Group, LLC 33,053 2,992
2026-05-14 13F Venture Visionary Partners LLC 275,991 1.21 24,986 2.42
2026-05-04 13F Foundation Wealth Management, LLC 2,687 0.04 243 1.25
2026-05-07 13F Liberty Square Wealth Partners Llc 3,097 4.45 280 5.66
2026-05-14 13F Jacobi Capital Management LLC 29,408 0.49 2,662 1.68
2026-04-27 13F River's Edge Wealth Management, Llc 81,937 2.07 7,777 -0.40
2026-05-01 13F Associated Banc-corp 280,427 6.40 25,387 7.68
2026-05-12 13F Mission Financial Group, LLC 4,100 6.47 371 7.85
2026-04-24 13F Bayban 17,584 0.90 1,592 2.05
2026-04-27 13F Sound Income Strategies, LLC 6,901 13.02 634 12.01
2026-05-11 13F Bull Oak Capital, LLC 381,907 5.65 34,574 6.92
2026-05-14 13F Bank Of Hawaii 566,128 1.09 51,252 2.30
2026-05-05 13F Advisory Advocates, LLC 6,743 55.08 610 57.22
2026-04-13 13F Arkansas Financial Group, Inc. 31,944 2.63 3,048 9.48
2026-04-29 13F Capstone Wealth Management Group, Llc 2,853 258
2026-04-24 13F Charter Oak Capital Management, LLC 25,449 15.89 2,304 17.26
2026-05-12 13F/A Panoramic Investment Advisors, Llc 24,628 1.41 2,230 2.62
2026-05-05 13F Navigation Group, LLC 15,588 1,411
2026-04-09 13F Diversified Management Inc 6,398 10.71 579 12.21
2026-05-12 13F Ellis Investment Partners, LLC 47,681 1.98 4,317 3.20
2026-04-28 13F Southern Michigan Bank & Trust 135 12
2026-04-17 13F RFG Advisory, LLC 47,794 106.17 4,327 108.68
2026-04-08 13F Brady Family Wealth, Llc 24,967 43.96 2,260 45.71
2026-05-14 13F Neuberger Berman Group LLC 2,133,256 29.90 193,124 31.45
2026-05-14 13F Morse Asset Management, Inc 1,050 5.00 95 6.74
2026-05-13 13F First Citizens Bank & Trust Co 2,018,049 6.64 182,694 7.92
2026-05-12 13F WCG Wealth Advisors LLC 250,319 3.44 22,661 4.67
2026-05-06 13F 71 West Capital Partners 469,898 26.88 42,540 28.40
2026-05-11 13F TAGStone Capital, Inc. 66,918 0.68 6,058 1.88
2026-04-21 13F RCS Financial Planning, LLC 9,558 0.06 865 1.29
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 1,773 161
2026-05-06 13F Ritter Daniher Financial Advisory LLC / DE 385,179 1.16 34,870 2.37
2026-02-12 13F CIBC Private Wealth Group, LLC 206,584 193.68 18,481 200.93
2026-05-15 13F Private Capital Management, LLC 3,336 8.31 302 9.82
2026-04-21 13F Delta Wealth Advisors LLC 4,896 6.41 443 7.79
2026-02-06 13F Global Retirement Partners, LLC 494,531 47.21 44,241 50.83
2026-04-14 13F Portfolio Resources Advisor Group, Inc. 30,668 21.78 2,776 23.27
2026-05-04 13F HBW Advisory Services LLC 3,505 1.45 317 2.59
2026-05-08 13F Tfo-tdc, Llc 6,698 606
2026-04-21 13F Merkkuri Wealth Advisors LLC 50,348 0.03 4,558 1.22
2026-05-13 13F Cetera Investment Advisers 11,479,180 6.70 1,039,210 7.97
2026-04-28 13F Golden State Equity Partners 31,942 130.81 2,892 133.52
2026-05-08 13F Urban Financial Advisory Corp 135,539 14.52 12,270 15.90
2026-05-28 13F Lavelle Capital Lp 2,211 200
2026-05-15 13F Smartleaf Asset Management LLC 530,623 41.32 46,530 37.89
2026-05-15 13F Vertex Planning Partners, LLC 11,590 60.53 1,049 62.64
2026-04-08 13F Lpwm Llc 213,995 9.07 19,373 10.38
2026-05-15 13F Harbour Investments, Inc. 80,539 53.45 7,291 55.29
2026-04-22 13F Coastal Investment Advisors, Inc. 13,234 2.62 1,198 3.90
2026-05-13 13F Bienville Capital Management, LLC 2,240 203
2026-04-15 13F Sage Capital Management, LLC 2,905 263
2026-04-27 13F Capital Advisors Inc/ok 2,504 3.86 227 5.12
2026-05-11 13F HBK Sorce Advisory LLC 27,429 7.64 2,669 9.48
2026-05-14 13F Catalytic Wealth RIA, LLC 11,845 101.89 1,072 104.58
2026-05-04 13F Sfam, Llc 392 35
2026-05-11 13F Beacon Capital Management, LLC 11,853 9.61 1,073 10.96
2026-05-14 13F Bernard Wealth Management Corp. 69,078 36.29 6,254 37.91
2026-04-08 13F Clarus Wealth Advisors 43,512 3,992
2026-05-14 13F Rockefeller Capital Management L.P. 2,876,994 9.78 260,454 11.09
2026-05-15 13F Charles Schwab Investment Management Inc 1,772,968 0.72 160,507 1.92
2026-05-14 13F Evoke Wealth, Llc 29,353 0.52 2,657 1.72
2026-02-20 13F SB Capital Management Inc 5,248 470
2026-05-14 13F Synergy Financial Group, LTD 5,709 517
2026-04-28 13F Whittier Trust Co Of Nevada Inc 579,092 10.02 53,213 10.42
2026-05-15 13F Squarepoint Ops LLC 11,797 59.98 1,068 61.91
2026-04-30 13F KLCM Advisors, Inc. 2,451 222
2026-02-05 13F Edge Financial Advisors LLC 25,432 75.56 1,847 71.65
2026-04-20 13F Tranquility Partners, LLC 12,679 9.63 1,148 10.93
2026-04-21 13F Tritonpoint Wealth, Llc 14,975 41.73 1,356 43.39
2026-05-01 13F Citizens Financial Group Inc/ri 2,288,069 2.71 207,139 3.94
2026-04-30 13F Private Trust Co Na 74,997 2.70 6,789 3.92
2026-05-15 13F 10Elms LLP 187,216 51.99 17,211 56.19
2026-04-20 13F KFA Private Wealth Group, LLC 5,519 21.86 500 23.21
2026-05-15 13F Evelyn Partners Asset Management Ltd 2,271 183.52 206 188.73
2026-04-16 13F Financial Management Network Inc 2,378 226
2026-04-17 13F Legacy Wealth Partners, LLC 273,493 0.25 24,759 1.45
2026-05-13 13F Hirtle Callaghan & Co LLC 3,942,504 4.09 356,915 5.34
2026-05-15 13F Blue Chip Partners, Inc. 7,673 1.03 695 2.21
2026-05-15 13F Fmr Llc 28,383,955 8.36 2,569,599 9.66
2026-04-20 13F Foster Victor Wealth Advisors, LLC 2,972 0.30 287 4.74
2026-04-30 13F Hsbc Holdings Plc 1,118,468 2.03 101,255 3.25
2026-05-14 13F Empower Advisory Group, LLC 34,145 1.47 3,091 2.69
2026-05-07 13F Summitpoint Capital Management 6,528 584
2026-04-08 13F Emergent Wealth Advisors, LLC 112,158 30.98 10,154 32.55
2026-04-07 13F Signaturefd, Llc 3,637,297 3.01 329,285 4.25
2026-04-27 13F Level Wealth Management LLC 23,148 1.86 2,096 3.10
2026-05-06 13F Gryphon Financial Partners LLC 14,461 12.99 1,309 14.42
2026-05-08 13F Bruce G. Allen Investments, LLC 110 10
2026-04-29 13F Cary Street Partner Investment Advisory Llc 48 20.00 4 33.33
2026-05-07 13F Arsenal Capital Advisors LLC 2,364 1.42 214 2.88
2026-04-16 13F Brookstone Capital Management 1,035,256 13.25 93,722 14.60
2026-04-23 13F Accurate Wealth Management, LLC 113,630 5.31 10,831 8.95
2026-05-04 13F King Wealth 84,670 2.48 8 0.00
2026-05-15 13F Okabena Investment Services Inc 50,965 5.75 4,614 7.01
2026-04-08 13F Grove Bank & Trust 333,756 3.17 30,215 4.40
2026-04-24 13F KPP Advisory Services LLC 36,051 3,264
2026-04-10 13F Eagle Wealth Strategies Llc 4,434 401
2026-04-20 13F City State Bank 3,330 2.15 301 3.44
2026-04-27 13F Latitude Advisors, LLC 2,724 1.49 247 2.50
2026-05-06 13F Modera Wealth Management, LLC 3,526,617 0.65 319,265 1.85
2026-05-12 13F Jane Street Group, Llc 3,137,193 54,384.07 284,010 55,047.57
2026-05-13 13F DRW Securities, LLC 7,664 694
2026-05-07 13F Oak Harbor Wealth Partners, Llc 118,234 0.75 10,704 1.95
2026-05-07 13F JMG Financial Group, Ltd. 20,303 1.04 1,838 2.28
2026-04-17 13F CENTRAL TRUST Co 97,343 12.87 8,812 14.22
2026-04-22 13F Capital Investment Management, Inc. 19,672 29.11 1,781 30.59
2026-04-23 13F Summit Wealth Group Llc / Co 7,666 11.52 694 13.03
2026-05-11 13F Sage Mountain Advisors LLC 47,477 12.87 4,298 14.22
2026-05-12 13F Kovack Advisors, Inc. 22,077 4.06 2,022 6.59
2026-04-20 13F Segment Wealth Management, LLC 60,493 5.89 5,476 7.16
2026-05-12 13F Thoroughbred Financial Services, Llc 29,204 4.48 3 0.00
2026-06-02 13F Blue Edge Capital, LLC 6,786 19.83 614 21.34
2026-04-21 13F E&G Advisors, LP 2,218 201
2026-05-13 13F Prudential Financial Inc 5,317,741 120.59 481,415 122.21
2026-05-01 13F Johnson Investment Counsel Inc 47,730 38.22 4,321 39.85
2026-04-30 13F Costello Asset Management, INC 13 1
2026-05-14 13F Dynasty Wealth Management, Llc 5,936,800 14.55 537,459 15.92
2026-04-17 13F Novare Capital Management Llc 92,181 8,345
2026-05-11 13F Legacy Edge Advisors, LLC 1,006,724 4.12 91,139 5.36
2026-05-15 13F Aqr Capital Management Llc 450,645 26.00 40,797 27.50
2026-04-07 13F Fragasso Group Inc. 924,833 0.39 84,983 3.11
2026-04-30 13F Mv Capital Management, Inc. 286,978 109.26 25,980 111.77
2026-05-15 13F Change Path, LLC 25,609 1.83 2,318 3.07
2026-04-27 13F Soltis Investment Advisors LLC 42,606 4.67 3,857 5.93
2026-05-14 13F PlanVest Financial, Inc 925 84
2026-05-15 13F Conrad N. Hilton Foundation 320,986 29,059
2026-05-08 13F Schrum Private Wealth Management LLC 11,762 11.49 1,065 12.83
2026-05-15 13F Citadel Advisors Llc Call 52,100 4,717
2026-04-14 13F Sanchez Gaunt Capital Management, LLC 24,291 2,199
2026-01-29 13F Concurrent Investment Advisors, LLC 503,180 18.47 45,015 21.38
2026-05-15 13F DT Investment Partners, LLC 291,427 7.63 26,383 8.92
2026-05-15 13F Ameriprise Financial Inc 15,413,138 14.60 1,395,183 15.95
2026-05-13 13F Visionary Wealth Advisors 68,640 10.24 6,214 11.54
2026-05-14 13F Synergy Investment Management, LLC 24,669 0.65 2,233 1.87
2026-04-30 13F Beacon Harbor Wealth Advisors, Inc. 105,923 1.20 9,589 2.41
2026-04-22 13F Formidable Asset Management, LLC 3,493 0.06 312 2.63
2026-05-07 13F Tidemark, LLC 7,671 694
2026-04-13 13F Newman Dignan & Sheerar, Inc. 12,299 1,113
2026-04-29 13F Flatrock Wealth Partners LLC 4,545 6.02 411 7.31
2026-04-22 13F Churchill Financial Advisors, LLC 78,042 4.83 7,065 6.10
2026-05-12 13F Garrison Point Advisors, Llc 8,393 229.14 760 232.89
2026-04-21 13F Shepherd Street Advisors LLC 4,446 11.40 402 12.61
2026-04-28 13F Seascape Capital Management 3,817 1.79 0
2026-04-23 13F Kerntke Otto McGlone Wealth Management Group 3,022 13.44 274 14.71
2026-04-10 13F Perigon Wealth Management, LLC 238,357 6.72 21,578 8.00
2026-04-22 13F Stone House Investment Management, LLC 1,127 2.73 102 4.08
2026-04-30 13F Kestra Advisory Services, LLC 876,033 9.86 79,307 11.17
2026-05-11 13F Fiduciary Group LLC 61,253 0.20 5,545 1.41
2026-05-07 13F Ckw Financial Group 2,167,028 0.40 199 3.11
2026-04-15 13F Snider Financial Group 64,858 127.37 5,872 130.15
2026-05-11 13F Umb Bank N A/mo 1,359,924 5.62 123,114 6.89
2026-05-15 13F Df Dent & Co Inc 8,923 16.95 808 18.33
2026-05-07 13F Little House Capital Llc 4,290 13.22 388 14.79
2026-05-15 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 234,185 43.67 21,201 45.39
2026-04-10 13F Field & Main Bank 122,869 11,123
2026-05-16 13F Guardian Partners Inc. 2,311 1.72 209 -2.79
2026-04-22 13F BluePath Capital Management, LLC 3,729 0.62 338 1.81
2026-05-20 13F TrueWealth Financial Partners 11,632 1,053
2026-05-11 13F Madden Advisory Services, Inc. 6,555 14.50 593 15.82
2026-05-01 13F Oakwell Private Wealth Management, LLC 83,713 0.15 7,579 1.35
2026-05-06 13F May Hill Capital, LLC 109,448 81.77 9,908 83.96
2026-05-07 13F Element Pointe Advisors, Llc 317,144 17.22 28,711 18.63
2026-05-05 13F Landing Point Financial Group, LLC 9,678 15.70 876 17.11
2026-04-15 13F Register Financial Advisors LLC 4,255 3.58 385 4.90
2026-04-27 13F Tsfg, Llc 25,455 0.56 2 0.00
2026-05-13 13F Clear Wave Wealth Management Llc 7,843 710
2026-04-17 13F Fifth Third Wealth Advisors LLC 1,210,694 3.95 109,604 5.20
2026-05-11 13F High Note Wealth, LLC 791 72
2026-05-15 13F Ancora Advisors, LLC 328,495 22.68 29,739 24.14
2026-05-15 13F Manufacturers Life Insurance Company, The 598,914 3.45 54,220 4.69
2026-04-29 13F Hubbell Strickland Wealth Management, LLC 82,761 14.13 7,492 15.51
2026-05-14 13F Providence Capital Advisors, LLC 123,833 8.42 11,211 9.72
2026-05-01 13F FDx Advisors, Inc. 52,782 5
2026-05-12 13F CBM Financial, LLC 448,317 8.17 43,505 7.84
2026-04-14 13F FC Advisory LLC 4,424 7.64 401 8.99
2026-05-04 13F Calamos Advisors LLC 109,917 4,531.98 9,951 4,593.40
2026-02-19 13F Aznar Financial Advisors, LLC 18,388 1,645
2026-04-27 13F Transcendent Capital Group LLC 2,562 0.71 232 1.76
2026-04-01 13F First Financial Bank - Trust Division 1,370,752 3.59 124,094 4.83
2026-04-22 13F Aspire Capital Advisors LLC 3,454 2.01 313 3.31
2026-05-15 13F Fiduciary Trust Co 4,574,736 0.90 414,151 2.11
2026-04-30 13F Mosaic Family Wealth Partners, Llc 7,286 660
2026-04-15 13F DAVENPORT & Co LLC 915,375 16.78 82,868 18.18
2026-05-13 13F Aureus Asset Management, LLC 18,721 466.44 1,695 474.24
2026-05-12 13F Laurel Wealth Advisors LLC 96,963 5.68 9,434 14.94
2026-05-13 13F Archetype Wealth Partners 1,094,096 5.12 99 6.45
2026-04-20 13F Holcombe Financial, Inc. 4,322 7.17 391 8.61
2026-05-08 13F Indie Asset Partners, LLC 2,849 3.41 258 4.47
2026-05-12 13F Vista Cima Wealth Management LLC 71,011 120.78 6,429 123.43
2026-05-12 13F TD Waterhouse Canada Inc. 58,913 4.82 5,403 7.44
2026-04-23 13F Catalina Capital Group, LLC 2,286 207
2026-05-12 13F Hrc Wealth Management, Llc 10,265 94.63 929 97.24
2026-05-04 13F Cornerstone Advisory, LLC 128,165 4.35 11,603 5.60
2026-04-21 13F First United Bank Trust/ 102,007 28.48 9,235 30.02
2026-04-13 13F Enclave Advisors LLC 196,315 29.47 17,772 31.02
2026-05-15 13F Hancock Whitney Corp 535,206 4.62 51,019 11.48
2026-04-08 13F Graves-Light Private Wealth Management, Inc. 958,261 2.94 86,751 4.17
2026-05-13 13F NewEdge Wealth, LLC 357,097 7.18 32,328 8.47
2026-05-07 13F Washington Trust Bank 2,986 270
2026-05-04 13F Good Steward Wealth Advisors,LLC 60,727 9.93 5,498 11.25
2026-04-16 13F Park National Corp /oh/ 9,786 886
2026-05-11 13F First National Bank Of Omaha 132,758 15.29 11,657 12.65
2026-05-15 13F Price T Rowe Associates Inc /md/ 164,496 2.31 15 0.00
2026-05-04 13F Envestnet Asset Management Inc 50,861,594 45.80 4,604,375 47.54
2026-02-17 13F Stark Wealth Management LLC 33,216 2,334
2026-04-28 13F LVZ Advisors, Inc. 19,773 34.32 1,790 36.02
2026-05-15 13F Cerity Partners LLC 11,358,893 1.27 1,028,320 2.48
2026-05-12 13F Tiaa-cref Individual & Institutional Services, Llc 19,326,473 1,749,626
2026-04-23 13F TFC Financial Management 18,281 10.31 1,655 11.61
2026-04-13 13F Gateway Investment Advisers Llc 10,852 982
2026-05-08 13F Wall Street Access Asset Management, LLC 10,218 11.67 925 12.96
2026-05-07 13F Maimon Wealth Management Ltd. 36,495 5.71 3,200 3.63
2026-04-24 13F Stock Yards Bank & Trust Co 57,096 21.48 5,169 22.93
2026-04-20 13F Ritholtz Wealth Management 1,342,496 4.79 121,536 6.04
2026-04-10 13F Harpswell Capital Advisors, LLC 21,786 1,972
2026-05-06 13F Kera Capital Partners, Inc. 5,161 2.00 467 -1.68
2026-04-29 13F Marino, Stram & Associates Llc 2,579 233
2026-05-13 13F Allie Family Office LLC 57,931 15.12 5,263 16.88
2026-05-15 13F Knightsbridge Asset Management, Llc 24,111 1.39 2,183 2.59
2026-05-06 13F Mechanics Financial Corp 123,247 7.01 11,158 8.29
2026-05-13 13F Headlands Technologies LLC 11,977 1,084
2026-05-14 13F Manhattan West Asset Management, LLC 187,413 3.16 16,967 4.39
2026-04-23 13F Hillman Co 398,427 69.92 36,070 71.95
2026-05-01 13F Signature Resources Capital Management, LLC 3,158 26.93 286 28.38
2026-04-29 13F Garde Capital, Inc. 15,494 62.09 1,403 63.98
2026-04-22 13F Avise Financial Cooperative, Inc. 5,694 0.18 515 1.38
2026-04-28 13F Stratos Wealth Partners, LTD. 395,025 9.59 35,762 10.90
2026-05-01 13F Fifth Third Bancorp 5,380,318 51.18 487,080 52.99
2026-05-11 13F Smith Partners Wealth Management, LLC 93,486 14.67 8,463 16.04
2026-04-13 13F IFP Advisors, Inc 221,239 12.06 20,029 13.40
2026-05-15 13F Goldman Sachs Group Inc 21,168,840 0.51 1,916,415 1.71
2026-04-21 13F Claro Advisors LLC 51,197 85.58 4,635 87.84
2026-04-22 13F Gold Investment Management Ltd. 55,535 13.03 5,028 14.38
2026-04-13 13F Gill Capital Partners, Llc 1,699 154
2026-04-13 13F Cyndeo Wealth Partners, LLC 30,168 5.05 2,731 6.31
2026-05-04 13F Brindle & Bay Financial Advisors, LLC 2,218 201
2026-05-11 13F Integrity Alliance, Llc. 29,140 4.12 2,638 5.39
2026-04-22 13F Asset Allocation Strategies LLC 97,002 3.05 8,782 4.29
2026-05-11 13F Brand Asset Management Group, Inc. 28,369 805.78 2,568 817.14
2026-04-15 13F Northbridge Financial Group, Llc 8,717 6.50 836 14.21
2026-04-15 13F Archford Capital Strategies, LLC 431,983 2.86 39,107 4.09
2026-04-30 13F Csenge Advisory Group 20,500 7.31 1,856 8.61
2026-05-14 13F Evergreen Capital Management Llc 325,625 7.75 29,479 9.04
2026-04-20 13F Fonville Wealth Management LLC 2,932 18.70 265 20.45
2026-05-04 13F Chicago Partners Investment Group LLC 102,403 1.72 9,753 3.80
2026-05-11 13F CacheTech Inc. 3,294 1.86 298 3.11
2026-05-15 13F Armis Advisers, LLC 18,232 10.07 1,771 22.65
2026-05-15 13F NEOS Investment Management LLC 1,636,608 225.03 148,162 228.93
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 3,304,688 5.39 299,420 6.81
2026-05-05 13F Fisher Asset Management, LLC 59,983 275.18 5,430 279.72
2026-05-13 13F Baron Silver Stevens Financial Advisors, Llc 91,381 8.93 8,273 10.23
2026-05-14 13F Regal Investment Advisors LLC 165,885 5.98 15,018 7.25
2026-04-08 13F TOWER TRUST & INVESTMENT Co 18,370 4.77 1,663 6.06
2026-05-12 13F GGM Financials LLC 58,174 40.51 5,266 42.21
2026-04-23 13F Ironwood Wealth Management, LLC. 860,968 0.48 77,943 1.68
2026-05-15 13F UNC Management Company, Inc. 1,470,995 133
2026-05-07 13F Madison Asset Management, LLC 34,564 273.83 3,129 278.36
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 107,274 2.42 9,712 3.65
2026-05-13 13F BlackRock, Inc. 34,138,004 8.32 3,090,513 9.61
2026-05-14 13F Lgl Partners, Llc 36,838 8.41 3,335 9.71
2026-05-08 13F Pnc Financial Services Group, Inc. 16,811,167 0.41 1,521,915 1.61
2026-05-15 13F Coco Enterprises, LLC 180,252 0.40 16,564 3.14
2026-04-08 13F Pines Wealth Management, LLC 3,934 23.83 356 25.35
2026-05-01 13F New Republic Capital, LLC 18,165 4.59 1,645 5.86
2026-04-07 13F Legacy Private Trust Co. 7,236 0.21 655 1.55
2026-05-01 13F Global Assets Advisory, LLC 1,182 107
2026-05-15 13F Empowered Funds, LLC 332,183 42.80 30,073 44.51
2026-04-28 13F Fortis Capital Advisors, LLC 67,604 1.82 6,120 3.05
2026-04-14 13F Wealthcare Advisory Partners LLC 127,787 5.38 11,569 6.64
2026-05-15 13F Alliancebernstein L.p. 6,596,843 2.30 590,154 2.30
2026-04-21 13F New Perspectives, Inc 327,219 3.71 29,623 4.95
2026-05-07 13F Next Capital Management LLC 159,750 9.38 14,462 10.68
2026-05-15 13F Whalerock Point Partners, Llc 8,013 133.21 725 136.16
2026-04-24 13F Key FInancial Inc 7,926 4.34 718 5.60
2026-05-14 13F Pinnacle Financial Partners, Inc. 377,333 16.76 34,163 18.16
2026-04-16 13F Rockland Trust Co 10,061 98.60 911 100.88
2026-05-07 13F Cassaday & Co Wealth Management LLC 8,006 1.88 725 3.13
2026-04-30 13F Ibex Wealth Advisors 13,286 0.23 1,203 1.43
2026-05-04 13F Ellerson Group Inc /adv 6,460 1.10 585 2.28
2026-05-11 13F Eldridge Investment Advisors, Inc. 2,518 228
2026-05-15 13F North Berkeley Wealth Management, LLC 39,326 190.92 3,560 194.46
2026-05-05 13F Frisch Financial Group, Inc. 3,088 280
2026-05-11 13F Clarendon Private LLC 13,090 7.14 1,185 8.42
2026-04-13 13F Catalyst Private Wealth, Llc 12,211 22.79 1,105 24.30
2026-05-01 13F Sovran Advisors, LLC 4,922 11.08 470 14.91
2026-04-14 13F Prospera Financial Services Inc 64,101 0.13 5,806 1.31
2026-05-08 13F Strategic Financial Services, Inc, 9,845 891
2026-05-07 13F Disciplina Capital Management LLC 887,509 17.58 80,346 18.99
2026-04-30 13F SkyOak Wealth, LLC 191,749 2.78 17,359 4.01
2026-05-04 13F Brickley Wealth Management 613,612 0.88 55,550 2.09
2026-04-21 13F Hudson Oak Wealth Advisory LLC 119,074 1.68 10,780 2.89
2026-05-08 13F STAR Financial Bank 22,215 27.45 2,011 28.99
2026-05-15 13F Gotham Asset Management, LLC 1,315,024 32.40 119,049 33.98
2026-04-10 13F Lwm Advisors Inc 9,655 200.78 874 204.53
2026-05-07 13F One Charles Private Wealth Services, LLC 17,695 1,602
2026-05-12 13F Insigneo Advisory Services, Llc 11,771 26.43 1,066 28.00
2026-05-14 13F Battery Global Advisors, LLC 264 87.23 24 -25.81
2026-04-21 13F BCS Private Wealth Management, Inc. 67,566 0.31 6,117 1.49
2026-04-27 13F AMG Asset Management Group, Inc. 34,211 3,097
2026-05-06 13F Bartlett & Co. Wealth Management Llc 1,817,309 15.83 171,100 21.91
2026-05-04 13F 1st Source Bank 7,294 2.95 660 4.27
2026-04-13 13F Breachway Investments LLC 2,916 2.03 268 5.10
2026-05-14 13F Gts Securities Llc 3,478 315
2026-05-06 13F Sound View Wealth Advisors Group, LLC 50,261 2.90 4,550 4.14
2026-04-20 13F Meyer Handelman Co 15,261 1,382
2026-05-12 13F Guidance Point Advisors, LLC 234,919 0.24 21,273 1.44
2026-04-15 13F LongView Wealth Management 17,705 2.48 1,713 7.00
2026-04-15 13F Signature Estate & Investment Advisors Llc 23,611 13.17 2,138 14.52
2026-04-24 13F Fulton Bank, N.a. 109,781 18.61 9,938 20.02
2026-05-07 13F Dravo Bay Llc 34,647 5.60 3,137 6.85
2026-04-30 13F Madison Wealth Partners, Inc 38,952 0.47 3,526 1.67
2026-04-23 13F Impact Partnership Wealth, LLC 7,030 19.97 636 21.37
2026-05-14 13F Brown Brothers Harriman & Co 4,269,609 44.16 386,528 45.89
2026-04-28 13F PUREfi Wealth, LLC 14,980 65.62 1,356 67.61
2026-04-08 13F Orrstown Financial Services Inc 57,049 12.61 5,165 13.95
2026-05-12 13F Strategy Asset Managers Llc 35,299 6.35 3,196 7.61
2026-05-14 13F Sand Hill Global Advisors, LLC 8,170 21.92 740 23.37
2026-04-08 13F JGP Wealth Management, LLC 34,926 7.66 3,162 8.92
2026-04-29 13F American Capital Advisory, LLC 2,604 2.52 236 3.52
2026-04-09 13F American National Bank of Texas 3,137 284
2026-05-04 13F Concentrum Wealth Management 4,636 420
2026-05-15 13F Osterweis Capital Management Inc 565 1.08
2026-04-21 13F River Street Advisors LLC 9,195 19.95 832 21.46
2026-04-24 13F Financial Plan, Inc. 3,200 290
2026-05-14 13F Rubicon Advisors, GP 2,541 230
2026-04-16 13F Genesis Private Wealth, Llc 74,078 2.75 6,706 3.99
2026-04-17 13F Sovereign Financial Group, Inc. 18,944 8.80 1,715 10.08
2026-04-23 13F Laurel Wealth Planning LLC 2,848 23.08 258 24.15
2026-04-16 13F Westmount Partners, LLC 15,037 2.68 1,361 3.89
2026-05-01 13F Towercrest Capital Management 294,340 3.65 26,650 4.89
2026-05-13 13F J Hagan Capital, Inc. 3,796 344
2026-04-06 13F Private Client Services, Llc 231,769 3.63 20,982 4.87
2026-04-29 13F BEAM Asset Management, LLC 46,470 6.63 4,207 7.90
2026-05-08 13F Vanguard Advisers Inc 29,420 2,663
2026-05-07 13F MA Private Wealth 20,575 8.02 1,863 9.27
2026-05-01 13F Wingate Wealth Advisors, Inc. 17,348 0.35 1,571 1.55
2026-04-16 13F Beese Fulmer Investment Management, Inc. 42,361 7.66 3,835 8.95
2026-05-12 13F Guerra Pan Advisors, Llc 3,322 7.82 301 9.09
2026-04-10 13F Melfa Wealth Management, Llc 3,853 7.60 349 8.75
2026-05-13 13F 49 Wealth Management, Llc 1,790,366 9.65 162,082 10.96
2026-05-15 13F Keating Financial Advisory Services, Inc. 10,672 28.97 966 30.54
2026-05-05 13F Adaptive Financial Consulting, LLC 155,041 4.40 14,036 5.65
2026-04-23 13F J.w. Cole Advisors, Inc. 115,633 2.04 10,468 12.85
2026-05-13 13F Clearwater Capital Advisors, LLC 2,235 202
2026-04-20 13F New Hampshire Trust 47,339 9.54 4,286 10.84
2026-05-15 13F Vista Investment Management 4,518 1.10 409 2.26
2026-04-08 13F NorthCrest Asset Manangement, LLC 4,451 94.20 407 94.26
2026-04-30 13F ETF Store, Inc. 2,765 250
2026-05-14 13F Gladstone Institutional Advisory LLC 224,492 38.50 20,323 40.16
2026-05-13 13F Triumph Capital Management 1,978 1.07 179 2.29
2026-04-20 13F Up Capital Management, Inc. 59,358 5,374
2026-04-23 13F Macco Financial Group, Inc. 120,188 15.04 10,881 16.41
2026-04-21 13F GHP Investment Advisors, Inc. 309,514 0.88 28,020 2.09
2026-01-29 13F Vanguard Group Inc 67,576 8.40 6,045 11.08
2026-04-27 13F Truist Financial Corp 19,125,357 8.93 1,731,419 10.23
2026-04-29 13F/A Salem Investment Counselors Inc 24,064 72.14 2,179 74.24
2026-02-02 13F Long Run Wealth Advisors, LLC 371,738 5.21 33,256 7.80
2026-04-09 13F Tompkins Financial Corp 37,729 7.61 3,416 8.90
2026-04-22 13F Aureum Wealth Management, LLC 131,629 30.80 11,916 32.37
2026-04-27 13F Beacon Financial Advisory LLC 11,598 1.24 1,050 2.44
2026-04-15 13F PW Nova Financial Services LLC 23,205 14.09 2,101 14.25
2026-05-08 13F Investure, LLC 2,464,211 19.15 223,085 20.58
2026-04-15 13F Zullo Investment Group, Inc. 3,079 0.13 279 1.09
2026-04-22 13F Krm Wealth Management L.l.c. 2,668 1.37 242 2.55
2026-04-30 13F Money Concepts Capital Corp 246,444 3.69 22,311 4.93
2026-04-22 13F Peak Planning Group, LLC 16,304 11.12 1,476 12.42
2026-06-01 13F Foguth Wealth Management, LLC. 2,919 25.23 286 36.19
2026-04-07 13F Abacus Planning Group, Inc. 4,445 402
2026-05-01 13F Valmark Advisers, Inc. 56,246 16.51 5,092 17.90
2026-04-28 13F Nbt Bank N A /ny 94,077 9.14 8,517 10.44
2026-05-04 13F Nwam Llc 81,145 2.12 7,346 -0.10
2026-05-11 13F Ashton Thomas Private Wealth, LLC 246,647 0.61 22,329 1.81
2026-05-14 13F MRP Capital Investments, LLC 1,347 70.51 122 72.86
2026-05-21 13F JDM Financial Group LLC 23,667 7.00 2,143 8.29
2026-05-11 13F Rebalance, Llc 21,132 1.15 1,913 2.41
2026-05-05 13F Wealthfront Advisers Llc 34,006 12.91 3,079 14.25
2026-04-20 13F Hoge Financial Services, Llc 3,219 291
2026-04-27 13F Matson Money. Inc. 2,252,227 0.22 203,894 1.42
2026-05-04 13F Parr Mcknight Wealth Management Group, Llc 146,413 5.29 13,255 6.55
2026-04-30 13F Forza Wealth Management, LLC 15,097 0.37 1,367 1.56
2026-04-28 13F Kathmere Capital Management, LLC 5,288 9.37 479 10.65
2026-04-28 13F Umpqua Bank 174,781 10.51 15,823 11.83
2026-05-18 13F Strategic Investment Advisors / MI 810,685 12.20 73,446 13.56
2026-03-12 13F Nalls Sherbakoff Group, Llc 2,000 179
2026-05-07 13F Vericrest Private Wealth 82,224 7.91 7,444 9.20
2026-05-14 13F Islay Capital Management, Llc 44,678 39.61 4,045 41.30
2026-05-04 13F Hibernia Wealth Partners, LLC 4,795 10.48 434 11.86
2026-05-14 13F 1832 Asset Management L.P. 1,177,255 19.34 106,577 20.77
2026-04-01 13F Helen Stephens Group, LLC 15,273 56.53 1,383 58.49
2026-04-28 13F DGS Capital Management, LLC 4,567 5.99 413 7.27
2026-04-13 13F Affinity Capital Advisors, LLC 79,143 0.04 7,165 1.23
2026-05-15 13F Legacy Capital Wealth Partners, LLC 20,434 63.13 1,182 152.35
2026-05-15 13F Evercore Wealth Management, LLC 21,296 8.59 1,928 9.86
2026-05-12 13F Jane Street Group, Llc Call 4,800 33.33 435 34.78
2026-04-20 13F Keudell/Morrison Wealth Management 6,382 0.19 578 1.41
2026-05-12 13F Jane Street Group, Llc Put 23,700 2,146
2026-04-13 13F Lake Street Financial Llc 5,095 2.60 461 3.83
2026-04-16 13F Sheets Smith Wealth Management 19,378 14.04 1,754 15.39
2026-05-12 13F Cahill Financial Advisors Inc 19,553 0.36 1,770 1.61
2026-04-15 13F Retirement Investment Advisors, Inc. 2,085,563 0.11 186,574 0.11
2026-04-24 13F Royal Harbor Partners, LLC 181,064 0.72 16,392 1.93
2026-05-15 13F TRUE Private Wealth Advisors 63,035 54.84 5,707 56.72
2026-05-14 13F Rialto Wealth Management, LLC 254,749 7.89 23,062 9.18
2026-05-15 13F Huntington National Bank 12,906 235.37
2026-05-13 13F 17 Capital Partners, Llc 8,524 16.98 772 18.43
2026-05-05 13F Burkett Asset Management Ltd 11,443 6.71 1,036 7.92
2026-05-11 13F Northwest Quadrant Wealth Management, LLC 632,469 1.13 57,257 2.34
2026-05-12 13F Leavell Investment Management, Inc. 46,176 0.90 4,180 2.13
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