Grundläggande statistik
| Institutionella ägare | 1763 total, 1754 long only, 1 short only, 8 long/short - change of 1,20% MRQ |
| Genomsnittlig portföljallokering | 0.5178 % - change of −6,63% MRQ |
| Institutionella aktier (lång) | 220 178 529 (ex 13D/G) - change of −1,84MM shares −0,83% MRQ |
| Institutionellt värde (lång) | $ 19 161 067 USD ($1000) |
Institutionellt ägande och aktieägare
Vanguard Specialized Funds - Vanguard Real Estate ETF (GB:0LOD) har 1763 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 220,178,529 aktier. Största aktieägare inkluderar Empower Advisory Group, LLC, Creative Planning, Northwestern Mutual Wealth Management Co, Bank Of America Corp /de/, Wealthfront Advisers Llc, Morgan Stanley, State of New Jersey Common Pension Fund D, Jpmorgan Chase & Co, Us Bancorp \de\, and Prudential Financial Inc .
Vanguard Specialized Funds - Vanguard Real Estate ETF (LSE:0LOD) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-07 | 13F | Private Client Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-11-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-02-11 | 13F | Resolute Advisors LLC | 3 029 | −0,23 | 268 | −3,25 | ||||
| 2026-02-02 | 13F | GenTrust, LLC | 218 546 | 65,40 | 19 339 | 60,10 | ||||
| 2026-01-12 | 13F | Certified Advisory Corp | 5 288 | 0,48 | 468 | −2,91 | ||||
| 2026-01-23 | 13F | LOM Asset Management Ltd | 1 272 | 0,00 | 113 | −3,45 | ||||
| 2025-09-22 | NP | GMAMX - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares | 9 900 | 882 | ||||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 16 011 | −0,68 | 1 417 | −3,87 | ||||
| 2026-01-05 | 13F | Park National Corp /oh/ | 49 232 | −9,18 | 4 357 | −12,09 | ||||
| 2026-01-27 | 13F | Financial Management Professionals, Inc. | 20 | 0,00 | 2 | 0,00 | ||||
| 2026-02-10 | 13F | Anchor Capital Advisors Llc | 3 785 | 0,00 | 335 | −3,47 | ||||
| 2026-02-11 | 13F | Clifford Swan Investment Counsel Llc | 7 556 | −2,54 | 669 | −5,65 | ||||
| 2026-01-08 | 13F | Baker Tilly Financial, Llc | 3 454 | −50,00 | 306 | −51,66 | ||||
| 2026-02-11 | 13F | OneAscent Financial Services LLC | 16 683 | 33,23 | 1 476 | 29,02 | ||||
| 2026-02-03 | 13F | CORDA Investment Management, LLC. | 20 110 | 1 780 | ||||||
| 2026-01-21 | 13F | Country Trust Bank | 78 586 | 1,31 | 6 954 | −1,93 | ||||
| 2026-02-10 | 13F | Verus Capital Partners, Llc | 3 302 | 12,12 | 292 | 8,55 | ||||
| 2026-01-30 | 13F | Folger Nolan Fleming Douglas Capital Management, Inc | 15 262 | −2,87 | 1 351 | −5,99 | ||||
| 2026-02-09 | 13F | Thrive Capital Management, LLC | 48 920 | 54,30 | 4 329 | 49,34 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 585 466 | −10,12 | 51 831 | −13,16 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 28 276 | 173,59 | 2 502 | 165,04 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 23 561 | 1,34 | 2 085 | −1,93 | ||||
| 2026-01-02 | 13F | Boltwood Capital Management | 5 656 | 0,00 | 500 | −3,29 | ||||
| 2026-01-06 | 13F | Farmers Trust Co | 5 958 | 25,91 | 527 | 21,99 | ||||
| 2026-02-04 | 13F | Wsfs Capital Management, Llc | 2 495 | −1,50 | 221 | −4,76 | ||||
| 2026-01-26 | 13F | Key Capital Management, INC | 1 | 0 | ||||||
| 2026-02-13 | 13F | River Wealth Advisors LLC | 2 378 | 210 | ||||||
| 2026-02-04 | 13F | Liberty Wealth Management Llc | 3 753 | −1,57 | 332 | −4,60 | ||||
| 2026-02-11 | 13F | WESCAP Management Group, Inc. | 73 986 | 10,82 | 6 547 | 7,28 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 238 520 | −50,12 | 21 107 | −51,71 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 266 700 | −27,13 | 23 600 | −29,47 | |||
| 2026-02-17 | 13F | Citadel Advisors Llc | Put | 221 000 | −45,09 | 19 556 | −46,85 | |||
| 2026-02-17 | 13F | Prosperity Bancshares Inc | 25 479 | 2 255 | ||||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 10 002 | 21,62 | 885 | 17,84 | ||||
| 2026-01-27 | 13F | BankPlus Trust Department | 640 | 0,00 | 57 | −3,45 | ||||
| 2026-02-28 | 13F | NCM Capital Management, LLC | 6 159 | 0,36 | 545 | −2,85 | ||||
| 2026-01-09 | 13F | Diversified Trust Co | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-01-26 | 13F | RBA Wealth Management, LLC | 2 790 | 14,96 | 247 | 11,31 | ||||
| 2026-02-05 | 13F | Conning Inc. | 45 628 | 13,08 | 4 038 | 9,46 | ||||
| 2026-02-06 | 13F | Creative Financial Designs Inc /adv | 1 080 | −36,73 | 96 | −39,10 | ||||
| 2026-02-10 | 13F | Calton & Associates, Inc. | 6 910 | 18,95 | 611 | 15,07 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 11 994 193 | 9,43 | 1 061 366 | 5,93 | ||||
| 2026-01-16 | 13F | Genesis Financial Group, LLC | 8 535 | 755 | ||||||
| 2026-01-27 | 13F | Old Second National Bank Of Aurora | 72 842 | −8,53 | 6 446 | −11,46 | ||||
| 2026-02-17 | 13F | Gallagher Fiduciary Advisors, LLC | 70 696 | 6 256 | ||||||
| 2026-01-29 | 13F | Northern Oak Wealth Management Inc | 16 723 | 0,00 | 1 480 | −3,21 | ||||
| 2026-02-02 | 13F | Breakwater Investment Management | 20 403 | −8,02 | 1 805 | −10,95 | ||||
| 2026-02-11 | 13F | XML Financial, LLC | 4 007 | 5,64 | 355 | 2,31 | ||||
| 2026-02-13 | 13F | Vivaldi Capital Management, LLC | 18 722 | 4,51 | 1 657 | 1,16 | ||||
| 2026-02-17 | 13F | Stokes Family Office, LLC | 14 170 | −20,11 | 1 254 | −22,70 | ||||
| 2026-02-09 | 13F | Smithfield Trust Co | 22 765 | −0,94 | 2 | 0,00 | ||||
| 2026-01-28 | 13F | Arkansas Financial Group, Inc. | 12 012 | 0,01 | 1 063 | −3,28 | ||||
| 2026-01-28 | 13F | Rockingstone Advisors LLC | 3 934 | −0,63 | 348 | −3,60 | ||||
| 2026-01-09 | 13F | Spence Asset Management | 20 624 | 17,32 | 2 | 0,00 | ||||
| 2026-02-02 | 13F | Oppenheimer Asset Management Inc. | 26 709 | 12,23 | 2 363 | 8,64 | ||||
| 2026-01-21 | 13F | Westfuller Advisors, LLC | 8 803 | −19,05 | 779 | −21,73 | ||||
| 2026-01-26 | 13F | Slow Capital, Inc. | 17 279 | 5,80 | 1 529 | 2,41 | ||||
| 2026-01-23 | 13F | Fort Henry Capital, LLC | 159 603 | 7,49 | 14 123 | 4,04 | ||||
| 2026-01-23 | 13F | Avion Wealth | 97 860 | −32,28 | 9 | −38,46 | ||||
| 2026-01-23 | 13F | Armbruster Capital Management, Inc. | 10 166 | −1,36 | 900 | −4,56 | ||||
| 2026-02-11 | 13F | Manchester Capital Management LLC | 45 105 | 3 991 | ||||||
| 2026-02-12 | 13F | MetLife Investment Management, LLC | 20 982 | 18,66 | 1 857 | 14,85 | ||||
| 2026-02-05 | 13F | High Note Wealth, LLC | 173 | 0,00 | 15 | 0,00 | ||||
| 2026-02-10 | 13F | IAG Wealth Partners, LLC | 50 | 0,00 | 4 | 0,00 | ||||
| 2026-02-12 | 13F | SWAN Capital LLC | 200 514 | 9,47 | 17 743 | 5,97 | ||||
| 2026-02-05 | 13F | 1620 Investment Advisors, Inc. | 326 | −2,10 | 29 | −6,67 | ||||
| 2026-02-12 | 13F | Conservest Capital Advisors, Inc. | 315 791 | −2,02 | 27 944 | −5,16 | ||||
| 2026-01-23 | 13F | Guidance Capital, Inc | 5 656 | −51,01 | 511 | −52,11 | ||||
| 2026-02-13 | 13F | Portfolio Resources Advisor Group, Inc. | 692 | 61 | ||||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 654 | −1,65 | 58 | −5,00 | ||||
| 2026-02-13 | 13F | United Bank | 78 059 | 0,35 | 6 907 | −2,87 | ||||
| 2026-02-04 | 13F | Community Bank, N.A. | 7 595 | −2,93 | 672 | −6,01 | ||||
| 2026-01-20 | 13F | Partners Wealth Management, Llc | 4 288 | −2,12 | 379 | −5,25 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 32 | 0,00 | 3 | 0,00 | ||||
| 2026-02-13 | 13F | OpenArc Corporate Advisory, LLC | 16 262 | 1 439 | ||||||
| 2026-01-29 | 13F | Brickley Wealth Management | 2 638 | 0,30 | 233 | −2,92 | ||||
| 2026-02-12 | 13F | Richard W. Paul & Associates, LLC | 384 | 0,52 | 34 | −2,94 | ||||
| 2026-02-04 | 13F | Midwest Trust Co | 624 194 | 1,96 | 55 235 | −1,31 | ||||
| 2026-01-22 | 13F | Rodgers & Associates, LTD | 233 219 | 4,40 | 20 638 | 1,06 | ||||
| 2026-02-24 | 13F | MidFirst Bank | 1 700 | 150 | ||||||
| 2026-01-21 | 13F | Rocky Mountain Advisers, Llc | 125 | 0,00 | 11 | 0,00 | ||||
| 2026-02-11 | 13F | Oak Wealth Advisors LLC | 6 027 | 533 | ||||||
| 2026-01-15 | 13F | Nikulski Financial, Inc. | 11 200 | 96,94 | 991 | 90,94 | ||||
| 2026-02-13 | 13F | Platform Technology Partners | 4 049 | −8,12 | 358 | −10,95 | ||||
| 2026-02-17 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
| 2026-02-06 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 13 449 | −0,99 | 1 190 | −4,11 | ||||
| 2026-01-15 | 13F | Rebalance, Llc | 573 616 | −1,57 | 50 759 | −4,72 | ||||
| 2026-01-16 | 13F | Perigon Wealth Management, LLC | 32 441 | 9,85 | 2 871 | 6,34 | ||||
| 2026-02-03 | 13F | Smith & Howard Wealth Management, LLC | 2 548 | 0,00 | 225 | −3,02 | ||||
| 2026-02-27 | 13F | Compass Financial Services Inc | 82 | −49,69 | 7 | −50,00 | ||||
| 2025-12-09 | 13F | Painted Porch Advisors LLC | 104 | −13,33 | 10 | −10,00 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 208 267 | 9,40 | 18 430 | 5,90 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 26 008 | 2,67 | 2 302 | −0,60 | ||||
| 2026-02-17 | 13F | Caisse De Depot Et Placement Du Quebec | 0 | −100,00 | 0 | |||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 4 | −88,24 | 0 | −100,00 | ||||
| 2026-01-26 | 13F | BlueSky Wealth Advisors, LLC | 62 904 | 3,02 | 5 566 | −0,29 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 796 | 0,00 | 71 | −2,78 | ||||
| 2026-02-11 | 13F | Group One Trading, L.p. | 99 764 | 219,78 | 8 828 | 209,54 | ||||
| 2026-02-03 | 13F | Grove Street Fiduciary, LLC | 2 273 | 0,00 | 201 | −2,90 | ||||
| 2026-02-13 | 13F | Quarry LP | 5 750 | 509 | ||||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 7 617 | −12,32 | 674 | −15,11 | ||||
| 2026-02-17 | 13F | Hancock Whitney Corp | 64 257 | 7,04 | 5 686 | 3,61 | ||||
| 2026-01-23 | 13F | U.S. Capital Wealth Advisors, LLC | 5 814 | −31,26 | 515 | −33,51 | ||||
| 2026-02-12 | 13F | Leigh Baldwin & Co., Llc | 0 | −100,00 | 0 | |||||
| 2026-01-27 | 13F | Wealth Enhancement Trust Services, Inc. | 12 900 | 1 142 | ||||||
| 2025-10-22 | 13F | West Paces Advisors Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-02-02 | 13F | Horizon Investments, LLC | 8 | −81,82 | 1 | −100,00 | ||||
| 2026-01-14 | 13F | Chatham Capital Group, Inc. | 4 525 | 0,00 | 400 | −3,15 | ||||
| 2026-01-26 | 13F | Nations Financial Group Inc, /ia/ /adv | 14 918 | 9,97 | 1 320 | 6,45 | ||||
| 2026-02-12 | 13F | Cliffwater LLC | 69 923 | 0,00 | 6 187 | −3,21 | ||||
| 2025-11-05 | 13F | Lokken Investment Group LLC | 2 442 | −2,90 | 223 | 0,00 | ||||
| 2026-01-20 | 13F | Moseley Investment Management Inc | 2 833 | 0,04 | 251 | −3,10 | ||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-12 | 13F | DAVENPORT & Co LLC | 26 660 | 7,06 | 2 359 | 3,65 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 9 328 | −2,44 | 825 | −5,61 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 443 | 13,59 | 39 | 11,43 | ||||
| 2026-01-14 | 13F | Prosperity Planning, Inc. | 3 304 | 0,00 | 292 | −3,31 | ||||
| 2026-01-21 | 13F | Cooke Wealth Management, LLC | 15 676 | 1 424 | ||||||
| 2026-01-15 | 13F | Infinity Wealth Counsel, LLC | 30 224 | 5,00 | 2 675 | 1,63 | ||||
| 2026-01-30 | 13F | Woodside Wealth Management LLC | 6 178 | −7,18 | 547 | −10,20 | ||||
| 2026-02-03 | 13F | Drucker Wealth 3.0, LLC | 2 349 | 5,34 | 208 | 1,97 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 4 745 | −2,39 | 420 | −5,63 | ||||
| 2026-02-13 | 13F | Bard Associates Inc | 138 935 | 102,89 | 12 294 | 96,39 | ||||
| 2026-02-10 | 13F | Linscomb & Williams, Inc. | 3 467 | −7,37 | 307 | −10,53 | ||||
| 2026-01-23 | 13F | Kagan Cocozza Asset Management | 47 607 | 9,05 | 4 213 | 5,56 | ||||
| 2026-01-02 | 13F | LBJ Family Wealth Advisors, Ltd. | 29 862 | 0,03 | 3 | 0,00 | ||||
| 2026-01-20 | 13F | Essex LLC | 4 278 | 0,82 | 379 | −2,33 | ||||
| 2026-02-17 | 13F | Cahill Financial Advisors Inc | 29 887 | −2,91 | 2 645 | −6,04 | ||||
| 2025-09-26 | NP | BLUC - Bluemonte Large Cap Core ETF | 39 | 3 | ||||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 273 445 | 141,40 | 24 197 | 133,67 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 373 | 11,34 | 33 | 10,00 | ||||
| 2026-02-10 | 13F | Intellectus Partners, LLC | 9 725 | 0,00 | 861 | −3,26 | ||||
| 2026-02-17 | 13F | Common Fund For Nonprofit Organizations | 271 334 | 337,17 | 24 010 | 323,16 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 1 110 261 | 9,36 | 98 785 | 6,44 | ||||
| 2026-01-30 | 13F | North Star Investment Management Corp. | 15 276 | 10,22 | 1 352 | 6,63 | ||||
| 2026-02-04 | 13F | Bensler, LLC | 2 808 | 0,14 | 248 | −3,12 | ||||
| 2026-01-27 | 13F | Horst & Graben Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2026-02-04 | 13F | Dogwood Wealth Management LLC | 12 395 | −0,20 | 1 097 | −3,44 | ||||
| 2026-01-14 | 13F | Tradewinds Capital Management, LLC | 242 | 0,41 | 21 | −4,55 | ||||
| 2026-02-17 | 13F | EFG International AG | 1 640 | 145 | ||||||
| 2026-01-27 | 13F | Osborne Partners Capital Management, Llc | 454 327 | 0,00 | 40 203 | −3,20 | ||||
| 2026-01-28 | 13F | Davis Capital Management | 2 799 | −0,50 | 248 | −3,89 | ||||
| 2026-02-09 | 13F | Cary Street Partner Investment Advisory Llc | 164 | −13,68 | 15 | −17,65 | ||||
| 2026-02-12 | 13F | Loudon Investment Management, LLC | 7 345 | 0,69 | 650 | −2,55 | ||||
| 2026-01-22 | 13F | City Holding Co | 17 924 | −0,86 | 1 586 | −4,00 | ||||
| 2026-01-21 | 13F | Clayton Financial Group LLC | 26 674 | 24,86 | 2 360 | 20,84 | ||||
| 2026-02-13 | 13F | Zinnia Wealth Advisory, LLC | 2 463 | 218 | ||||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 2 283 | −0,17 | 202 | −3,83 | ||||
| 2026-01-21 | 13F | Nestegg Advisors, Inc. | 12 066 | 0,94 | 1 068 | −2,29 | ||||
| 2026-01-29 | 13F | Mattern Capital Management, Llc | 3 815 | 0,00 | 338 | −3,16 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 35 964 | 9,01 | 3 183 | 5,50 | ||||
| 2026-02-10 | 13F | Ellevest, Inc. | 6 193 | −1,18 | 548 | −4,20 | ||||
| 2026-02-12 | 13F | Colony Capital, Inc. | Put | 6 300 | −17,11 | 557 | −19,74 | |||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 20 120 | 26,63 | 1 780 | 22,59 | ||||
| 2026-02-06 | 13F | Verde Capital Management | 16 222 | 7,87 | 1 435 | 4,44 | ||||
| 2026-02-17 | 13F | Campion Asset Management LLC | 79 444 | 5,28 | 7 030 | 1,90 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 8 113 376 | −4,94 | 717 953 | −7,99 | ||||
| 2026-01-30 | 13F | Ares Financial Consulting, LLC | 18 | 2 | ||||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 94 565 | 6,41 | 8 368 | 3,00 | ||||
| 2026-02-13 | 13F | AlTi Global, Inc. | 8 573 | −16,03 | 759 | −18,76 | ||||
| 2026-01-12 | 13F | Robinson Value Management, Ltd. | 13 513 | −0,40 | 1 196 | −3,63 | ||||
| 2026-02-09 | 13F | Clune & Associates, Ltd. | 47 791 | 8,98 | 4 229 | 5,51 | ||||
| 2026-02-13 | 13F | Cordoba Advisory Partners LLC | 41 490 | 3 671 | ||||||
| 2026-02-10 | 13F | Daiwa Securities Group Inc. | 172 020 | 71,51 | 15 | 66,67 | ||||
| 2026-02-13 | 13F | Partners Capital Investment Group, Llp | 143 402 | 1,14 | 12 690 | −2,11 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 84 893 | 4,87 | 7 512 | 1,51 | ||||
| 2026-02-17 | 13F | Sterling Wealth Management, Inc. | 33 086 | −11,77 | 2 928 | −14,61 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 5 | 0,00 | 0 | |||||
| 2025-10-27 | 13F | Smith Shellnut Wilson Llc /adv | 6 550 | −23,20 | 599 | −21,21 | ||||
| 2026-02-12 | 13F | Hamilton Point Investment Advisors, LLC | 83 | 7 | ||||||
| 2026-02-09 | 13F | Knights of Columbus Asset Advisors LLC | 1 229 | 0,00 | 109 | −3,57 | ||||
| 2026-02-06 | 13F | Legacy Financial Group, Inc. | 44 387 | −1,22 | 3 928 | −4,41 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 18 961 | 35,83 | 1 678 | 31,43 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 5 046 | 127,91 | 447 | 120,79 | ||||
| 2025-11-07 | 13F | Sierra Ocean, Llc | 0 | −100,00 | 0 | |||||
| 2026-01-23 | 13F | Tectonic Advisors Llc | 215 313 | 16,96 | 19 053 | 13,22 | ||||
| 2026-01-22 | 13F | FSC Wealth Advisors, LLC | 4 259 | −87,22 | 377 | −87,66 | ||||
| 2026-02-17 | 13F | Logan Stone Capital, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-13 | 13F | Sendero Wealth Management, LLC | 3 095 | 274 | ||||||
| 2026-01-22 | 13F | Intergy Private Wealth, LLC | 38 619 | 2,58 | 3 417 | −0,73 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Put | 109 200 | 2,63 | 9 663 | −0,66 | |||
| 2026-01-28 | 13F | Proathlete Wealth Management Llc | 97 | 70,18 | 9 | 60,00 | ||||
| 2026-01-27 | 13F | Deroy & Devereaux Private Investment Counsel Inc | 5 027 | −9,99 | 0 | |||||
| 2026-01-16 | 13F | CRA Financial Services, LLC | 14 727 | −3,71 | 1 303 | −6,80 | ||||
| 2026-01-05 | 13F | First Hawaiian Bank | 2 705 | −40,22 | 239 | −42,13 | ||||
| 2026-02-06 | 13F | BlueStem Wealth Partners, LLC | 2 357 | 0,90 | 209 | −2,35 | ||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 419 | −35,34 | 37 | −37,29 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 5 916 | 3,25 | 524 | 0,00 | ||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 865 398 | −1,17 | 79 115 | 1,45 | ||||
| 2026-01-29 | 13F | Brown Financial Advisory | 5 087 | 0,00 | 450 | −3,23 | ||||
| 2026-01-16 | 13F | Kendall Capital Management | 2 570 | 0,00 | 227 | −2,99 | ||||
| 2026-01-07 | 13F | Hilltop National Bank | 2 179 | 17,02 | 193 | 12,94 | ||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 2 953 | −0,91 | 261 | −4,04 | ||||
| 2026-02-13 | 13F | Cladis Investment Advisory, LLC | 6 390 | 18,55 | 565 | 14,84 | ||||
| 2026-02-18 | 13F | Caitlin John, LLC | 288 | 1,05 | 25 | −3,85 | ||||
| 2026-01-30 | 13F | Oakworth Capital, Inc. | 1 522 | 0,00 | 135 | −3,60 | ||||
| 2025-10-30 | 13F | Traub Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2026-02-13 | 13F | Resources Management Corp /ct/ /adv | 305 | 0,00 | 0 | |||||
| 2026-01-13 | 13F | Parsons Capital Management Inc/ri | 16 387 | 12,80 | 1 450 | 9,19 | ||||
| 2025-11-04 | 13F | Jackson Creek Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-01-26 | 13F | Whittier Trust Co | 59 770 | 1,36 | 5 342 | −0,93 | ||||
| 2026-01-21 | 13F | Integris Wealth Management, LLC | 15 334 | −0,07 | 1 357 | −3,28 | ||||
| 2026-02-02 | 13F | Ellis Investment Partners, LLC | 11 298 | 0,15 | 1 000 | −3,10 | ||||
| 2026-02-17 | 13F | Asset One Wealth Management LLC | 4 104 | 369 | ||||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Call | 87 500 | −12,67 | 7 743 | −15,48 | |||
| 2026-02-10 | 13F | Operose Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-01-14 | 13F | Ami Investment Management Inc | 32 019 | 11,45 | 2 833 | 7,88 | ||||
| 2026-01-23 | 13F | KG&L Capital Management,LLC | 6 921 | −1,33 | 612 | −4,52 | ||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 65 531 | −4,20 | 5 799 | −7,28 | ||||
| 2026-01-26 | 13F | Quadrant Private Wealth Management, LLC | 3 111 | −1,92 | 275 | −5,17 | ||||
| 2026-02-10 | 13F | Impact Partnership Wealth, LLC | 26 055 | −29,96 | 2 306 | −32,21 | ||||
| 2026-01-28 | 13F | Aureum Wealth Management, LLC | 25 678 | 2 272 | ||||||
| 2026-01-29 | 13F | Tanglewood Wealth Management, Inc. | 3 999 | −98,03 | 354 | −98,10 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 4 598 | 37,29 | 407 | 32,68 | ||||
| 2026-02-13 | 13F | Invictus Private Wealth, Llc | 0 | −100,00 | 0 | |||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 24 926 | −6,99 | 2 206 | −7,59 | ||||
| 2026-01-27 | 13F | Berger Financial Group, Inc | 2 773 | 245 | ||||||
| 2026-01-22 | 13F | Glass Jacobson Investment Advisors llc | 5 088 | −13,29 | 450 | −16,04 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 75 178 | 35,95 | 6 652 | 31,59 | ||||
| 2026-01-15 | 13F | Foundation Wealth Management, LLC\PA | 33 629 | −53,26 | 2 976 | −54,77 | ||||
| 2026-01-05 | 13F | City Center Advisors, LLC | 7 222 | 8,63 | 639 | 5,27 | ||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 7 131 | −11,61 | 631 | −14,52 | ||||
| 2026-02-03 | 13F | Ballast Advisors Llc | 2 338 | 6,95 | 207 | 3,52 | ||||
| 2026-02-03 | 13F | Kassira Wealth Management LLC | 12 120 | 34,88 | 1 072 | 30,57 | ||||
| 2026-01-28 | 13F | Old National Bancorp /in/ | 8 272 | −6,59 | 732 | −9,64 | ||||
| 2026-02-10 | 13F | American Money Management, LLC | 2 805 | −0,60 | 248 | −3,50 | ||||
| 2026-01-27 | 13F | Elevate Wealth Advisory, Inc | 40 855 | 8,17 | 3 615 | 4,72 | ||||
| 2026-01-29 | 13F | Camelot Portfolios, LLC | 431 | 38 | ||||||
| 2026-02-10 | 13F | Peak Retirement Planning, Inc. | 47 473 | 59,40 | 4 201 | 54,30 | ||||
| 2026-01-30 | 13F | Axis Wealth Partners, LLC | 3 095 | 3,65 | 274 | 0,00 | ||||
| 2025-10-08 | 13F | Country Club Bank /gfn | 45 546 | −0,82 | 4 147 | 2,04 | ||||
| 2026-02-17 | 13F | Coppell Advisory Solutions LLC | 5 063 | 2,32 | 452 | 0,22 | ||||
| 2026-02-04 | 13F | Catalyst Financial Partners Llc | 0 | −100,00 | 0 | |||||
| 2025-11-14 | 13F | Dai-ichi Life Holdings, Inc. | 98 047 | 52,64 | 8 927 | 57,05 | ||||
| 2026-01-08 | 13F | NorthCrest Asset Manangement, LLC | 20 944 | −1,55 | 1 858 | −3,18 | ||||
| 2026-02-10 | 13F | Argent Trust Co | 12 467 | −3,51 | 1 103 | −6,60 | ||||
| 2025-11-14 | 13F | Elequin Capital Lp | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-01-07 | 13F | Magnus Financial Group LLC | 12 036 | −12,09 | 1 065 | −14,87 | ||||
| 2026-02-05 | 13F | Navalign, LLC | 132 823 | 7,56 | 11 754 | 4,12 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 15 755 | −0,16 | 1 394 | −3,26 | ||||
| 2026-01-16 | 13F | Marino, Stram & Associates Llc | 4 024 | −21,31 | 356 | −23,77 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 41 792 | 4,57 | 3 741 | 2,38 | ||||
| 2026-01-22 | 13F | Ifrah Financial Services, Inc. | 20 105 | −0,92 | 1 779 | −4,10 | ||||
| 2026-01-27 | 13F | Lodestar Private Asset Management Llc | 36 550 | 2,65 | 3 234 | −0,65 | ||||
| 2026-02-17 | 13F | Keebeck Wealth Management, LLC | 3 088 | 273 | ||||||
| 2026-01-26 | 13F | Paradigm Financial Partners, Llc | 3 854 | −10,04 | 341 | −12,79 | ||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 11 112 | 20,49 | 983 | 16,61 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 655 107 | 428,79 | 57 970 | 411,88 | ||||
| 2025-10-08 | 13F | Chesley Taft & Associates LLC | 0 | −100,00 | 0 | |||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 9 159 | 187,93 | 810 | 179,31 | ||||
| 2026-02-13 | 13F | Bollard Group LLC | 126 | 0,80 | 0 | |||||
| 2026-01-28 | 13F | Kanawha Capital Management Llc | 79 653 | 2,44 | 7 049 | −0,84 | ||||
| 2026-02-06 | 13F | Americana Partners, LLC | 77 182 | 19,01 | 6 830 | 15,18 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 69 012 | 15,41 | 6 107 | 11,71 | ||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 13 110 | 9,78 | 1 160 | 6,32 | ||||
| 2026-01-13 | 13F | 21 West Wealth Management LLC | 3 059 | 3,73 | 271 | 0,37 | ||||
| 2026-01-21 | 13F | MBL Wealth, LLC | 47 047 | −7,99 | 4 163 | −10,93 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 71 720 | 13,37 | 6 346 | 9,74 | ||||
| 2026-02-09 | 13F | Frazier Financial Advisors, LLC | 61 | 0,00 | 5 | 0,00 | ||||
| 2026-02-13 | 13F | Squarepoint Ops LLC | Put | 5 700 | −59,57 | 504 | −60,90 | |||
| 2026-01-08 | 13F | Occidental Asset Management, LLC | 4 437 | 0,00 | 393 | −3,21 | ||||
| 2026-01-27 | 13F | Sage Financial Group Inc | 259 358 | 9,00 | 22 951 | 5,50 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 3 | −99,87 | 0 | −100,00 | ||||
| 2026-01-13 | 13F | FC Advisory LLC | 122 655 | 3,29 | 10 854 | −0,02 | ||||
| 2026-02-13 | 13F | Squarepoint Ops LLC | Call | 11 800 | −13,87 | 1 044 | −16,61 | |||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 665 | 59 | ||||||
| 2026-02-06 | 13F | Portland Financial Advisors Inc | 6 275 | 0,75 | 555 | −2,46 | ||||
| 2026-02-13 | 13F | Botty Investors LLC | 34 136 | 0,00 | 3 021 | −3,21 | ||||
| 2026-02-05 | 13F | Cardinal Point Capital Management, ULC | 7 400 | 655 | ||||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 472 134 | 7,82 | 42 | 2,50 | ||||
| 2026-01-21 | 13F | TPG Advisors LLC | 10 602 | 0,72 | 938 | −2,49 | ||||
| 2026-02-13 | 13F | Burton Enright Welch | 17 347 | 1 535 | ||||||
| 2026-01-13 | 13F | Waller Financial Planning Group, Inc | 40 622 | −10,47 | 3 595 | −13,36 | ||||
| 2026-02-17 | 13F | Fountainhead AM, LLC | 2 224 | −20,88 | 197 | −23,74 | ||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 11 172 | 7,47 | 989 | 4,00 | ||||
| 2026-02-17 | 13F | Northeast Financial Group, Inc. | 130 366 | 8,63 | 11 541 | 5,16 | ||||
| 2026-02-04 | 13F | Topsail Wealth Management, LLC | 1 260 | 0,00 | 111 | −3,48 | ||||
| 2026-02-09 | 13F | Morris Financial Concepts, Inc. | 3 459 | 0,32 | 306 | −2,86 | ||||
| 2025-11-17 | 13F | Silicon Valley Capital Partners | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-01-14 | 13F | Eastern Bank | 1 373 | 6 140,91 | 121 | 5 950,00 | ||||
| 2026-01-21 | 13F | Raleigh Capital Management Inc. | 137 | 12 | ||||||
| 2026-01-28 | 13F | Caliber Wealth Management, LLC / KS | 9 016 | −17,81 | 798 | −20,46 | ||||
| 2026-01-20 | 13F | Toth Financial Advisory Corp | 810 | −23,94 | 72 | −26,80 | ||||
| 2026-02-05 | 13F | Mesirow Financial Investment Management, Inc. | 26 183 | −17,65 | 2 317 | −20,33 | ||||
| 2026-01-21 | 13F | William Howard & Co Financial Advisors Inc | 15 054 | 0,39 | 1 332 | −2,77 | ||||
| 2026-01-22 | 13F | Willis Johnson & Associates, Inc. | 14 241 | 2,42 | 1 260 | −0,87 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 3 323 | −8,66 | 294 | −11,45 | ||||
| 2026-01-23 | 13F | Lam Group, Inc. | 4 280 | −0,12 | 379 | −3,32 | ||||
| 2026-02-02 | 13F | Chapman Financial Group, Llc | 1 508 | 0,00 | 133 | −2,92 | ||||
| 2026-01-15 | 13F | Trust Co | 9 929 | 1,97 | 879 | −1,35 | ||||
| 2025-11-14 | 13F | Skopos Labs, Inc. | 0 | −100,00 | 0 | |||||
| 2025-11-14 | 13F | Landmark Investment Partners, L.p. | Put | 0 | −100,00 | 0 | ||||
| 2026-02-10 | 13F | Ark & Tlk Investments, Llc | 48 226 | 9,31 | 4 267 | 5,80 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 144 095 | −6,15 | 12 751 | −9,16 | ||||
| 2026-02-17 | 13F | DV Trading LLC | 6 244 | 553 | ||||||
| 2026-02-12 | 13F | Nuveen, LLC | 320 298 | 23,50 | 28 343 | 19,54 | ||||
| 2025-11-12 | 13F | Aletheian Wealth Advisors LLC | 66 807 | 3,98 | 6 108 | 6,73 | ||||
| 2026-01-21 | 13F | Baker Ellis Asset Management LLC | 9 857 | −2,43 | 872 | −5,53 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 9 314 | 49,38 | 824 | 44,56 | ||||
| 2026-01-09 | 13F | Community Trust & Investment Co | 256 930 | −2,09 | 22 736 | −5,23 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 28 768 | 4,30 | 2 546 | 3,37 | ||||
| 2026-02-11 | 13F | Sunrise Financial Services, LLC | 47 | 4 | ||||||
| 2026-01-20 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 525 | 26 150,00 | 47 | |||||
| 2026-02-11 | 13F | Rise Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 4 479 | −93,35 | 396 | −93,56 | ||||
| 2026-01-23 | 13F | Gemmer Asset Management LLC | 2 732 | −21,54 | 242 | −24,21 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 31 176 | −1,20 | 2 851 | 1,39 | ||||
| 2026-01-27 | 13F | Novem Group | 27 463 | 5,15 | 2 430 | 1,80 | ||||
| 2026-01-09 | 13F | Affinity Capital Advisors, LLC | 3 566 | −14,48 | 316 | −16,89 | ||||
| 2026-02-10 | 13F | Keewaydin Investments LLC | 70 465 | 6 235 | ||||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 4 788 | −81,26 | 424 | −81,89 | ||||
| 2026-02-06 | 13F | Copia Wealth Management | 327 | 0,00 | 29 | −3,45 | ||||
| 2026-02-17 | 13F | Fairview Capital Investment Management, Llc | 62 938 | −15,82 | 5 569 | −18,52 | ||||
| 2025-11-13 | 13F | Perbak Capital Partners LLP | 0 | −100,00 | 0 | |||||
| 2026-01-23 | 13F | FSM Wealth Advisors, LLC | 8 730 | 18,97 | 773 | 15,22 | ||||
| 2026-02-02 | 13F | JDM Financial Group LLC | 132 920 | 1,17 | 9 223 | −22,26 | ||||
| 2026-01-27 | 13F | WealthCollab, LLC | 75 742 | 10,02 | 6 702 | 6,50 | ||||
| 2026-01-14 | 13F | Goelzer Investment Management, Inc. | 4 276 | −7,82 | 378 | −10,85 | ||||
| 2026-01-23 | 13F | Twelve Points Wealth Management LLC | 2 857 | −0,14 | 256 | −2,30 | ||||
| 2026-02-13 | 13F | Northwest Bancshares, Inc. | 4 693 | 7,86 | 415 | 4,53 | ||||
| 2026-01-13 | 13F | Matrix Trust Co | 43 390 | 4,77 | 4 | 0,00 | ||||
| 2026-02-23 | 13F | Wealth Preservation Advisors, LLC | 6 | 0,00 | 1 | |||||
| 2025-10-24 | 13F | Opal Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-23 | 13F | Bellevue Asset Management, Llc | 467 | 0,21 | 41 | −2,38 | ||||
| 2026-02-13 | 13F | Wealth Dimensions Group, Ltd. | 12 238 | −5,53 | 1 083 | −8,61 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 40 369 | 1,93 | 3 572 | −1,33 | ||||
| 2026-02-17 | 13F | BTG Pactual Asset Management US LLC | 39 303 | 0,36 | 3 478 | −0,29 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 59 643 | 5 453 | ||||||
| 2025-11-13 | 13F | Promus Capital, LLC | 268 | 0,00 | 25 | 4,35 | ||||
| 2026-01-26 | 13F | Main Street Group, LTD | 0 | −100,00 | 0 | |||||
| 2026-01-27 | 13F | Regions Financial Corp | 19 963 | −7,93 | 1 767 | −10,90 | ||||
| 2026-02-05 | 13F | Cornerstone Wealth Management, LLC | 16 358 | −13,66 | 1 448 | −16,45 | ||||
| 2026-02-17 | 13F | Lighthouse Investment Partners, LLC | Call | 0 | −100,00 | 0 | ||||
| 2026-02-09 | 13F | Optimist Retirement Group LLC | 6 395 | 0,44 | 566 | −2,92 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 3 138 | 97,61 | 278 | 91,03 | ||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 103 120 | −0,18 | 9 125 | −3,38 | ||||
| 2026-02-17 | 13F | Fwl Investment Management, Llc | 200 | 0,00 | 18 | −5,56 | ||||
| 2026-02-13 | 13F | Voya Financial Advisors, Inc. | 48 834 | 20,74 | 4 348 | 18,09 | ||||
| 2026-01-26 | 13F | PFG Investments, LLC | 8 918 | −4,89 | 789 | −7,93 | ||||
| 2026-01-23 | 13F | Aspect Partners, LLC | 1 108 | 0,36 | 98 | −2,00 | ||||
| 2026-01-27 | 13F | Fiduciary Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-11-07 | 13F | Bbr Partners, Llc | 0 | −100,00 | 0 | |||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 17 930 | 1 587 | ||||||
| 2026-02-13 | 13F | Vernal Point Advisors, LLC | 13 805 | 0,00 | 1 222 | −3,25 | ||||
| 2026-01-15 | 13F | Fifth Third Wealth Advisors LLC | 13 878 | −1,83 | 1 228 | −4,95 | ||||
| 2026-01-27 | 13F | Summit Financial Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 346 678 | −9,91 | 30 678 | −12,80 | ||||
| 2026-01-27 | 13F | Sterling Financial Planning, Inc. | 31 331 | 1,09 | 2 772 | −2,15 | ||||
| 2026-01-29 | 13F | Seven Post Investment Office LP | 841 036 | 0,94 | 74 423 | −2,29 | ||||
| 2026-01-21 | 13F | McElhenny Sheffield Capital Management, LLC | 6 498 | 135,86 | 575 | 129,08 | ||||
| 2026-01-09 | 13F | Cambridge Financial Group, LLC | 6 622 | 590 | ||||||
| 2026-02-13 | 13F | RFP Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2026-01-07 | 13F | TCP Asset Management, LLC | 2 524 | −1,90 | 223 | −5,11 | ||||
| 2026-01-08 | 13F | Kure Advisory, LLC | 34 683 | 8,92 | 3 069 | 5,43 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 15 533 | −2,37 | 1 375 | −5,50 | ||||
| 2026-01-14 | 13F | Cypress Wealth Services, LLC | 4 097 | 363 | ||||||
| 2026-02-13 | 13F | Seneschal Advisors, LLC | 2 886 | 0,00 | 255 | −3,04 | ||||
| 2026-02-03 | 13F | Broadwater Capital Management Llc | 15 | 0,00 | 1 | 0,00 | ||||
| 2026-01-29 | 13F | St Germain D J Co Inc | 22 718 | −1,79 | 2 010 | −4,92 | ||||
| 2026-02-04 | 13F | Gray Private Wealth, LLC | 90 235 | 3,54 | 7 985 | 0,21 | ||||
| 2026-02-02 | 13F | Robertson Stephens Wealth Management, LLC | 6 103 | 11,37 | 540 | 7,78 | ||||
| 2026-02-02 | 13F | PKS Advisory Services, LLC | 2 783 | −0,32 | 246 | −3,53 | ||||
| 2026-02-05 | 13F | Rossmore Private Capital | 14 560 | 0,06 | 1 288 | −3,16 | ||||
| 2026-02-11 | 13F | Strategic Financial Partners, Ltd. | 3 503 | 7,62 | 310 | 4,38 | ||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 18 018 | 2,51 | 1 594 | −0,75 | ||||
| 2026-01-13 | 13F | CMH Wealth Management LLC | 47 317 | 0,68 | 4 187 | −2,54 | ||||
| 2026-01-23 | 13F | Patton Fund Management, Inc. | 55 204 | 20,67 | 4 885 | 16,81 | ||||
| 2026-02-04 | 13F | Tsfg, Llc | 334 | 4,70 | 0 | |||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 11 931 | 6,40 | 1 105 | 10,72 | ||||
| 2026-02-11 | 13F | Cypress Capital Group | 2 661 | 0,00 | 235 | −3,29 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 245 | −93,85 | 22 | −94,23 | ||||
| 2026-02-06 | 13F | Forefront Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-17 | 13F | SwitchPoint Financial Planning, LLC | 2 756 | −11,44 | 244 | −14,44 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 52 884 | 42,48 | 4 680 | 38,27 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 6 609 | 1,32 | 585 | −0,17 | ||||
| 2026-02-17 | 13F | Hall Capital Management Co Inc | 20 312 | 2,76 | 1 797 | −0,55 | ||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 4 268 | 2,47 | 378 | −0,79 | ||||
| 2026-02-04 | 13F | H&H Retirement Design & Management INC | 14 918 | 16,53 | 1 340 | 16,12 | ||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 4 035 | −28,87 | 357 | −31,08 | ||||
| 2026-02-10 | 13F | Greenwich Wealth Management LLC | 6 033 | −1,63 | 1 | |||||
| 2026-02-14 | 13F | American Trust | 10 962 | 6,68 | 970 | 3,30 | ||||
| 2026-02-12 | 13F | Oath Planning, LLC | 3 498 | 310 | ||||||
| 2025-11-06 | 13F | Everest Management Corp. | 0 | −100,00 | 0 | |||||
| 2025-11-13 | 13F | Texas Capital Bancshares Inc/tx | 476 | 44 | ||||||
| 2026-02-10 | 13F | DT Investment Partners, LLC | 14 223 | −9,83 | 1 259 | −12,70 | ||||
| 2026-02-13 | 13F | Kcm Investment Advisors Llc | 94 411 | −0,58 | 8 354 | −3,77 | ||||
| 2026-02-14 | 13F | Howe & Rusling Inc | 982 | 0,00 | 87 | −3,37 | ||||
| 2026-02-13 | 13F | Prudential Financial Inc | 4 852 876 | 3,69 | 432 974 | 1,19 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 32 586 | 3 | ||||||
| 2026-02-13 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | |||||
| 2026-02-03 | 13F | Generali Asset Management SPA SGR | 960 | 0,00 | 85 | −3,45 | ||||
| 2026-01-08 | 13F | Adirondack Trust Co | 300 | 0,00 | 27 | −3,70 | ||||
| 2026-01-28 | 13F | Morton Brown Family Wealth, LLC | 3 052 | 0,00 | 270 | −3,23 | ||||
| 2026-02-27 | 13F | Strategic Investment Solutions, Inc. /IL | 1 | 0,00 | 0 | |||||
| 2026-02-03 | 13F | D.B. Root & Company, LLC | 2 483 | 220 | ||||||
| 2026-02-10 | 13F | Ade, Llc | 2 834 | 0,00 | 251 | −3,47 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 4 051 | −25,85 | 358 | −28,26 | ||||
| 2026-01-06 | 13F | Canal Capital Management, LLC | 5 182 | 0,00 | 459 | −3,17 | ||||
| 2026-02-13 | 13F | Missouri Trust & Investment Co | 250 | 0,00 | 22 | 0,00 | ||||
| 2026-02-12 | 13F | IFC & Insurance Marketing, Inc. | 63 | 0 | ||||||
| 2026-02-17 | 13F | Note Advisors, LLC | 59 199 | 17,58 | 5 403 | 17,38 | ||||
| 2026-01-26 | 13F | Equity Wealth Partners, LLC | 2 882 | −25,26 | 255 | −27,56 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 1 986 060 | −0,27 | 175 751 | −3,46 | ||||
| 2026-01-30 | 13F | American Financial & Tax Strategies Inc | 14 523 | −7,09 | 1 285 | −10,01 | ||||
| 2026-01-16 | 13F | Keystone Financial Group, Inc. | 1 510 | 0,80 | 134 | −2,21 | ||||
| 2026-02-12 | 13F | Beacon Capital Management, Inc. | 779 768 | −10,75 | 69 002 | −13,61 | ||||
| 2026-01-16 | 13F | McLean Asset Management Corp | 7 651 | −10,48 | 695 | −10,09 | ||||
| 2026-02-12 | 13F | Colonial Trust Advisors | 639 | 104,81 | 57 | 100,00 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 11 523 | −24,57 | 1 020 | −27,01 | ||||
| 2026-01-20 | 13F | Independence Bank of Kentucky | 11 876 | −4,66 | 1 051 | −7,73 | ||||
| 2026-02-10 | 13F | MainStreet Investment Advisors LLC | 4 609 | −18,42 | 408 | −21,12 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 96 961 | 5,71 | 8 580 | 2,33 | ||||
| 2026-01-20 | 13F | Trust Co Of Toledo Na /oh/ | 1 327 | 0,00 | 117 | −3,31 | ||||
| 2026-01-29 | 13F | Lee Danner & Bass Inc | 2 534 | 0,00 | 224 | −3,03 | ||||
| 2026-01-28 | 13F | Citizens & Northern Corp | 2 683 | 0,00 | 237 | −3,27 | ||||
| 2026-01-26 | 13F | Austin Wealth Management, LLC | 17 769 | −0,07 | 1 587 | −3,23 | ||||
| 2026-02-11 | 13F | Vestor Capital, Llc | 165 | −99,87 | 11 | −9,09 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 3 167 | −10,26 | 280 | −13,04 | ||||
| 2026-01-22 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 2 607 | 1,44 | 231 | −3,36 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 195 728 | 1 408,62 | 17 320 | 1 360,29 | ||||
| 2026-01-09 | 13F | Montecito Bank & Trust | 18 144 | −2,23 | 1 606 | −5,37 | ||||
| 2025-11-03 | 13F | SYM FINANCIAL Corp | 0 | −100,00 | 0 | |||||
| 2026-02-10 | 13F | Prospect Financial Group LLC | 17 821 | 2,45 | 1 577 | −0,88 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 23 105 | −17,38 | 2 045 | −20,03 | ||||
| 2026-01-21 | 13F | McNamara Financial Services, Inc. | 2 975 | −5,10 | 263 | −8,04 | ||||
| 2026-02-04 | 13F | LRI Investments, LLC | 168 257 | 10,13 | 14 889 | 6,60 | ||||
| 2025-10-31 | 13F | JFG Wealth Management, LLC | 60 709 | 2,48 | 5 550 | 5,21 | ||||
| 2026-01-23 | 13F | BCR Wealth Strategies, LLC | 139 206 | 5,98 | 12 | 0,00 | ||||
| 2026-01-23 | 13F | Private Wealth Management Group, LLC | 1 | 0 | ||||||
| 2026-01-14 | 13F | First County Bank /CT/ | 4 094 | −9,82 | 362 | −12,77 | ||||
| 2026-01-06 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 113 065 | 2,14 | 9 996 | −1,13 | ||||
| 2026-02-03 | 13F | Cassaday & Co Wealth Management LLC | 65 148 | 18,91 | 5 765 | 15,10 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 11 | 0,00 | 1 | −100,00 | ||||
| 2026-01-09 | 13F | BOS Asset Management, LLC | 47 273 | 8,06 | 4 183 | 4,60 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 323 | 0,94 | 29 | −3,45 | ||||
| 2026-02-02 | 13F | Vawter Financial, Ltd. | 3 854 | −19,78 | 341 | −22,32 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 1 548 730 | 6,85 | 137 046 | 3,42 | ||||
| 2026-02-11 | 13F | Vermillion Wealth Management, Inc. | 18 241 | 3,88 | 1 614 | 0,56 | ||||
| 2026-02-17 | 13F | Hurlow Wealth Management Group, Inc. | 133 952 | −3,27 | 11 853 | −6,37 | ||||
| 2026-01-26 | 13F | Frankly Finances, LLC | 22 355 | 1 978 | ||||||
| 2026-01-22 | 13F | Franklin, Parlapiano, Turner & Welch, LLC | 8 595 | 0,00 | 796 | 1,40 | ||||
| 2026-02-12 | 13F | SVRN Asset Management, LLC | 53 254 | 4 712 | ||||||
| 2026-02-06 | 13F | Associated Banc-corp | 55 234 | −36,12 | 4 888 | −38,18 | ||||
| 2026-01-23 | 13F | Tower View Investment Management & Research LLC | 95 | 13,10 | 8 | 14,29 | ||||
| 2026-02-13 | 13F | TFB Advisors LLC | 5 730 | −0,24 | 507 | −1,36 | ||||
| 2026-01-23 | 13F | Galvin, Gaustad & Stein, LLC | 121 472 | 0,08 | 10 749 | −3,13 | ||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 37 875 | 12,78 | 3 352 | 9,15 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 104 640 | 100,86 | 9 257 | 94,39 | ||||
| 2025-10-27 | 13F | Capital City Trust Co/fl | 0 | −100,00 | 0 | |||||
| 2026-01-05 | 13F | LifeGuide Financial Advisors, LLC | 47 950 | 0,14 | 4 245 | −1,19 | ||||
| 2026-02-17 | 13F | Core Wealth Advisors, Inc. | 2 469 | −20,30 | 218 | −22,97 | ||||
| 2026-01-28 | 13F | Libra Wealth Llc | 6 165 | 0,00 | 546 | −3,20 | ||||
| 2026-02-10 | 13F | Nomura Asset Management Co Ltd | 24 600 | 0,00 | 2 177 | −3,20 | ||||
| 2026-03-02 | 13F | Amicus Financial Advisors, LLC | 76 563 | 6 775 | ||||||
| 2026-02-04 | 13F | Hirtle Callaghan & Co LLC | 6 959 | 0,00 | 616 | −3,30 | ||||
| 2026-01-14 | 13F | Neumann Capital Management, LLC | 63 432 | −0,57 | 5 613 | −3,76 | ||||
| 2026-02-13 | 13F | State Street Corp | 258 371 | −28,79 | 22 863 | −31,07 | ||||
| 2026-01-08 | 13F | Bayshore Asset Management, Llc | 76 626 | 0,36 | 6 781 | −2,85 | ||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2026-02-09 | 13F | Key FInancial Inc | 3 643 | 6,77 | 322 | 3,21 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 181 | 0 | ||||||
| 2026-02-18 | 13F | GWM Advisors LLC | 97 141 | 3,24 | 8 596 | −0,06 | ||||
| 2026-02-13 | 13F | Sargent Investment Group, LLC | 11 022 | 975 | ||||||
| 2026-02-11 | 13F | Dorsey & Whitney Trust CO LLC | 20 410 | 6,26 | 1 806 | 2,91 | ||||
| 2026-02-13 | 13F | Winter & Associates, Inc. | 10 527 | 932 | ||||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | −100,00 | 0 | |||||
| 2026-01-27 | 13F | HCR Wealth Advisors | 4 139 | 366 | ||||||
| 2026-02-10 | 13F | Texas Yale Capital Corp. | 36 263 | 4,90 | 3 209 | 1,52 | ||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 232 840 | 5,37 | 20 604 | 1,98 | ||||
| 2026-02-10 | 13F | Garde Capital, Inc. | 373 549 | 4,35 | 33 055 | 1,01 | ||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-18 | 13F | Hershey Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-12 | 13F | Mason Investment Advisory Services, Inc. | 8 329 | 0,59 | 737 | −2,65 | ||||
| 2026-01-29 | 13F | Index Fund Advisors, Inc. | 28 603 | −1,05 | 2 531 | −4,20 | ||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 225 | 0,00 | 20 | −5,00 | ||||
| 2026-02-09 | 13F | Bleakley Financial Group, LLC | 15 241 | 18,61 | 1 349 | 14,82 | ||||
| 2026-01-28 | 13F | Atwood & Palmer Inc | 1 112 | 0,00 | 98 | −2,97 | ||||
| 2026-01-07 | 13F | Central Pacific Bank - Trust Division | 12 | 0,00 | 1 | 0,00 | ||||
| 2026-02-06 | 13F | Csenge Advisory Group | 30 699 | 2 717 | ||||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 755 682 | −2,08 | 66 874 | −5,24 | ||||
| 2026-01-08 | 13F | Sound View Wealth Advisors Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-21 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 60 216 | 19,71 | 5 329 | 15,88 | ||||
| 2026-01-23 | 13F | Evolution Advisers, Inc. | 116 | 480,00 | 0 | |||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 8 905 | 0,75 | 788 | −2,60 | ||||
| 2026-02-11 | 13F | Strategic Advocates LLC | 0 | 0 | ||||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 401 | −1,72 | 35 | −5,41 | ||||
| 2025-10-22 | 13F | Stone Point Wealth LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-01-12 | 13F | Founders Grove Wealth Partners, Llc | 14 725 | 0,04 | 1 303 | −3,12 | ||||
| 2026-02-12 | 13F | Schneider Downs Wealth Management Advisors, LP | 11 596 | 0,24 | 1 026 | −2,93 | ||||
| 2026-02-03 | 13F | Retirement Planning Group | 33 680 | −14,78 | 2 980 | −17,52 | ||||
| 2026-01-08 | 13F | Traveka Wealth, LLC | 56 551 | −0,02 | 5 004 | −3,23 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 109 | −4,39 | 10 | −10,00 | ||||
| 2026-01-29 | 13F | Elevated Financial Group LLC | 6 168 | 546 | ||||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 92 682 | −10,87 | 8 201 | −13,73 | ||||
| 2026-02-17 | 13F | Perennial Investment Advisors, LLC | 2 638 | −3,30 | 233 | −6,43 | ||||
| 2026-01-16 | 13F | SWS Partners | 2 754 | −3,37 | 244 | −6,54 | ||||
| 2026-02-09 | 13F | White Lighthouse Investment Management Inc. | 59 746 | −2,45 | 5 287 | −5,57 | ||||
| 2026-02-17 | 13F | Asset Management Group, Inc. | 35 215 | −0,69 | 3 116 | −3,86 | ||||
| 2026-01-26 | 13F | DBK Financial Counsel, LLC | 12 490 | 4,04 | 1 105 | 0,73 | ||||
| 2026-02-13 | 13F | McAdam, LLC | 3 159 | 0,06 | 280 | −3,12 | ||||
| 2026-01-07 | 13F | Harbor Investment Advisory, Llc | 79 959 | 0,12 | 7 076 | −3,10 | ||||
| 2025-11-13 | 13F | Jump Financial, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-03 | 13F | Falcon Wealth Planning | 399 028 | 7,00 | 35 310 | 3,58 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 27 075 | 252,77 | 2 396 | 241,65 | ||||
| 2026-02-05 | 13F | HighMark Wealth Management LLC | 38 | 5,56 | 3 | 0,00 | ||||
| 2025-11-05 | 13F | Moloney Securities Asset Management, LLC | 3 508 | −3,41 | 321 | −0,93 | ||||
| 2026-01-29 | 13F | Advisors Capital Management, LLC | 7 105 | 2,24 | 629 | −1,10 | ||||
| 2026-02-12 | 13F | Chilton Capital Management Llc | 216 398 | 172,31 | 19 149 | 163,58 | ||||
| 2026-01-29 | 13F | Howard Wealth Management, Llc | 14 296 | 0,70 | 1 265 | −2,47 | ||||
| 2026-02-04 | 13F | Northeast Investment Management | 5 160 | 1,55 | 457 | −1,72 | ||||
| 2026-02-13 | 13F | Evelyn Partners Investment Management LLP | 295 | 26 | ||||||
| 2026-02-10 | 13F | WASHINGTON TRUST Co | 10 388 | −0,39 | 919 | −3,57 | ||||
| 2026-01-29 | 13F/A | Stockman Wealth Management, Inc. | 3 482 | 0,00 | 308 | −3,14 | ||||
| 2026-02-11 | 13F | Ameraudi Asset Management, Inc. | 10 927 | 14,59 | 967 | 10,91 | ||||
| 2026-02-06 | 13F | Orin Green Financial, LLC | 2 459 | 0,00 | 218 | −3,12 | ||||
| 2026-01-23 | 13F | DHJJ Financial Advisors, Ltd. | 573 | 0,00 | 51 | −3,85 | ||||
| 2026-01-23 | 13F | Brown, Lisle/cummings, Inc. | 480 | 0,00 | 42 | −2,33 | ||||
| 2026-02-13 | 13F | Chandler Asset Management, Inc. | 418 418 | 5,28 | 37 026 | 1,90 | ||||
| 2025-11-14 | 13F | Nekton Capital Ltd. | 17 957 | 1 642 | ||||||
| 2026-02-10 | 13F | Thompson Siegel & Walmsley Llc | 13 327 | −12,06 | 1 | 0,00 | ||||
| 2026-02-05 | 13F | Pinnacle Associates Ltd | 29 728 | −10,33 | 2 631 | −13,20 | ||||
| 2025-11-10 | 13F | Private Advisory Group LLC | 0 | −100,00 | 0 | |||||
| 2026-01-15 | 13F | McGlone Suttner Wealth Management, Inc. | 3 067 | 0,20 | 271 | −2,87 | ||||
| 2026-01-26 | 13F | WorthPointe, LLC | 3 249 | 288 | ||||||
| 2026-01-22 | 13F | Comprehensive Money Management Services LLC | 9 631 | 1,66 | 852 | −1,62 | ||||
| 2026-02-17 | 13F | Greenline Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-23 | 13F | Investment Advisory Group, LLC | 23 133 | 1,00 | 2 047 | −2,20 | ||||
| 2026-02-10 | 13F | Murphy & Mullick Capital Management Corp | 849 | −69,62 | 75 | −70,59 | ||||
| 2026-01-09 | 13F | Baron Financial Group, LLC | 61 992 | 4,65 | 5 486 | 1,29 | ||||
| 2026-01-06 | 13F | Investors Research Corp | 35 | 0,00 | 3 | 0,00 | ||||
| 2026-02-02 | 13F | Ascent Wealth Partners, LLC | 21 081 | 4,64 | 1 865 | 1,30 | ||||
| 2026-02-09 | 13F | Texas Capital Bank Wealth Management Services Inc | 2 765 | 22,78 | 245 | 19,02 | ||||
| 2025-11-12 | 13F | RiverGlades Family Offices LLC | 3 849 | −3,02 | 352 | −0,57 | ||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 108 817 | 774,81 | 9 629 | 746,88 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 2 914 | −10,59 | 258 | −13,47 | ||||
| 2026-01-30 | 13F | Citizens Financial Group Inc/ri | 482 194 | −3,33 | 42 669 | −6,43 | ||||
| 2026-02-17 | 13F | Centennial Bank/AR/ | 15 892 | −0,94 | 1 406 | −4,09 | ||||
| 2025-11-21 | 13F | Forefront Analytics, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 5 718 | 32,21 | 506 | 27,85 | ||||
| 2026-02-11 | 13F | VeraBank, N.A. | 58 389 | 3,69 | 5 167 | 0,35 | ||||
| 2026-02-13 | 13F | Financial Freedom, LLC | 3 462 | 0,46 | 306 | −2,86 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 2 084 736 | 2,40 | 184 478 | −0,88 | ||||
| 2026-01-26 | 13F | Trinity Legacy Partners, LLC | 10 053 | 1,96 | 890 | 1,14 | ||||
| 2026-02-13 | 13F | Knollwood Investment Advisory, LLC | 8 926 | 20,59 | 790 | 16,72 | ||||
| 2026-02-17 | 13F | Hansen & Associates Financial Group, Inc. | 5 925 | 43,88 | 556 | 48,27 | ||||
| 2025-11-06 | 13F | Wealthstream Advisors, Inc. | 3 690 | 0,00 | 337 | 2,74 | ||||
| 2026-02-17 | 13F | Van Den Berg Management I, Inc | 125 | −43,18 | 11 | −45,00 | ||||
| 2026-01-30 | 13F | RCW Management, LLC | 2 683 | 237 | ||||||
| 2026-01-13 | 13F | Mather Group, Llc. | 9 696 | −9,49 | 858 | −12,46 | ||||
| 2026-02-06 | 13F | Keudell/Morrison Wealth Management | 100 090 | 3 095,72 | 8 857 | 3 085,61 | ||||
| 2025-11-10 | 13F | Lion Street Advisors, LLC | 2 107 | 230 | ||||||
| 2026-01-12 | 13F | Sentinel Pension Advisors Inc | 12 099 | −0,02 | 1 071 | −3,25 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 143 698 | −2,05 | 12 716 | −5,19 | ||||
| 2026-02-11 | 13F | Fund Evaluation Group, LLC | 14 861 | −36,15 | 1 315 | −38,18 | ||||
| 2026-02-10 | 13F | Fort Sheridan Advisors Llc | 2 578 | −8,81 | 228 | −11,63 | ||||
| 2026-02-09 | 13F | Prospera Financial Services Inc | 15 708 | −9,17 | 1 392 | −12,07 | ||||
| 2026-01-14 | 13F | Spire Wealth Management | 7 602 | −11,21 | 673 | −14,07 | ||||
| 2025-11-12 | 13F | Cobblestone Capital Advisors Llc /ny/ | 4 440 | 8,08 | 406 | 10,96 | ||||
| 2026-02-19 | 13F | TMB Capital Partners, LLC | 33 201 | 2 938 | ||||||
| 2026-01-28 | 13F | Boston Trust Walden Corp | 4 522 | −5,10 | 400 | −8,05 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 62 299 | −74,57 | 5 513 | −75,20 | ||||
| 2026-01-20 | 13F | American National Bank | 3 942 | −1,13 | 349 | −4,40 | ||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 32 762 | −6,80 | 2 899 | −9,77 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 51 629 | 144,11 | 4 569 | 136,32 | ||||
| 2026-01-21 | 13F | Petra Financial Advisors Inc | 4 837 | 0,06 | 428 | −2,95 | ||||
| 2026-01-14 | 13F | Cypress Financial Planning Llc | 190 871 | −26,31 | 17 030 | −28,08 | ||||
| 2026-01-14 | 13F | Exchange Traded Concepts, Llc | 32 454 | −86,11 | 2 872 | −86,56 | ||||
| 2025-12-15 | 13F | Farmers National Bank | 5 152 | −1,28 | 471 | 1,29 | ||||
| 2026-01-09 | 13F | SG Americas Securities, LLC | 58 735 | −13,94 | 5 | −16,67 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 4 943 | −65,03 | 437 | −66,18 | ||||
| 2026-02-10 | 13F | KERR FINANCIAL PLANNING Corp | 2 334 | 95,15 | 211 | 96,26 | ||||
| 2025-11-14 | 13F | Eqis Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 50 980 | 45,92 | 3 386 | 6,01 | ||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 51 804 | 1,81 | 4 584 | −1,44 | ||||
| 2025-11-04 | 13F | Brown Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2026-01-27 | 13F | PFG Advisors | 3 419 | 20,86 | 303 | 17,05 | ||||
| 2026-02-04 | 13F | Dynamic Wealth Strategies, LLC | 2 288 | 2,79 | 202 | −0,49 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 58 265 | −9,82 | 5 275 | −10,14 | ||||
| 2026-02-12 | 13F | Wedbush Securities Inc | 38 158 | 6,74 | 3 | 0,00 | ||||
| 2026-02-17 | 13F | Mpwm Advisory Solutions, Llc | 0 | −100,00 | 0 | |||||
| 2025-11-14 | 13F | Financial Advisors Network, Inc. | 71 959 | 0,17 | 6 578 | 2,83 | ||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 13 957 | 23,91 | 1 235 | 20,02 | ||||
| 2026-02-17 | 13F | BLKBRD Asset Management, LP | 0 | −100,00 | 0 | |||||
| 2026-01-15 | 13F | Ironwood Financial, llc | 0 | −100,00 | 0 | |||||
| 2026-01-27 | 13F | Asset Management One Co., Ltd. | 118 330 | 5,08 | 10 536 | 2,35 | ||||
| 2026-01-29 | 13F | UMA Financial Services, Inc. | 13 773 | −2,00 | 1 219 | −5,14 | ||||
| 2026-01-21 | 13F | Vanderbilt University | 856 425 | 0,91 | 75 785 | −2,33 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 50 449 | −27,11 | 4 464 | −29,45 | ||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-13 | 13F | Stablepoint Partners, LLC | 7 747 | 1,22 | 686 | −2,00 | ||||
| 2026-01-29 | 13F | Compass Ion Advisors, LLC | 36 757 | −3,12 | 3 253 | −6,23 | ||||
| 2026-02-12 | 13F | Richmond Brothers, Inc. | 0 | −100,00 | 0 | |||||
| 2026-01-08 | 13F | Grove Bank & Trust | 140 802 | 5,15 | 12 460 | 1,77 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 71 707 | 42,11 | 6 345 | 37,58 | ||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 26 909 | −11,10 | 2 381 | −13,95 | ||||
| 2026-02-11 | 13F | Cooper/haims Advisors, Llc | 3 163 | −0,50 | 280 | −3,79 | ||||
| 2026-02-17 | 13F | Creegan & Nassoura Financial Group, LLC | 15 370 | 1 360 | ||||||
| 2026-02-10 | 13F | Meramec Financial Planners, LLC | 11 426 | 1 054 | ||||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 5 635 | −3,39 | 499 | −6,57 | ||||
| 2026-02-20 | 13F | Wick Capital Partners, LLC | 25 717 | 485,41 | 389 | −3,24 | ||||
| 2026-02-11 | 13F | GW&K Investment Management, LLC | 2 125 | 0 | ||||||
| 2025-11-04 | 13F | Pineridge Advisors LLC | 16 | 6,67 | 1 | 0,00 | ||||
| 2026-02-12 | 13F | Reality Financial Planning Services, LLC | 11 566 | 1 023 | ||||||
| 2026-01-13 | 13F | Balanced Wealth Group Llc | 56 089 | 1,66 | 5 136 | 3,76 | ||||
| 2026-01-27 | 13F | Human Investing LLC | 57 756 | 3,21 | 5 111 | −0,10 | ||||
| 2026-02-10 | 13F | Essex Financial Services, Inc. | 4 036 | 13,56 | 357 | 10,19 | ||||
| 2026-02-10 | 13F | Tidemark, LLC | 310 | 0,00 | 27 | −3,57 | ||||
| 2026-02-17 | 13F | Capital Fund Management S.a. | Put | 78 000 | −17,37 | 6 902 | −20,02 | |||
| 2026-01-13 | 13F | West Financial Advisors, LLC | 168 126 | 2,58 | 14 877 | −0,71 | ||||
| 2026-01-26 | 13F | Independent Wealth Network Inc. | 11 646 | −3,37 | 1 031 | −6,45 | ||||
| 2026-02-17 | 13F | Capital Fund Management S.a. | Call | 73 300 | −14,47 | 6 486 | −17,21 | |||
| 2026-03-04 | 13F | SHP Wealth Management | 549 | 49 | ||||||
| 2026-02-06 | 13F | Burling Wealth Partners, Llc | 2 560 | −21,47 | 227 | −24,16 | ||||
| 2026-02-05 | 13F | Unconventional Investor, LLC | 56 114 | 0,50 | 4 965 | −2,72 | ||||
| 2026-01-21 | 13F | Finward Bancorp | 2 862 | −2,95 | 253 | −5,95 | ||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 29 620 | 2,40 | 2 621 | −0,87 | ||||
| 2026-02-13 | 13F/A | Newport Capital Group, LLC | 13 175 | 12,23 | 1 166 | 8,57 | ||||
| 2026-02-13 | 13F | Venture Visionary Partners LLC | 4 532 | −4,47 | 401 | −7,39 | ||||
| 2026-02-10 | 13F | North Berkeley Wealth Management, LLC | 16 338 | −0,66 | 1 446 | −3,86 | ||||
| 2026-02-17 | 13F | Evercore Wealth Management, LLC | 5 344 | −1,64 | 473 | −4,84 | ||||
| 2026-01-07 | 13F | Corsicana & Co. | 260 | −49,02 | 23 | −50,00 | ||||
| 2026-01-20 | 13F | Roger Wittlin Investment Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-11 | 13F | Franklin Resources Inc | 70 888 | 2,38 | 6 273 | −0,92 | ||||
| 2026-01-22 | 13F | Bfsg, Llc | 6 169 | −58,27 | 546 | −59,66 | ||||
| 2026-02-05 | 13F | Sherman Asset Management, Inc. | 23 144 | 7,94 | 2 048 | 4,49 | ||||
| 2026-02-06 | 13F | BOK Financial Private Wealth, Inc. | 7 477 | −0,44 | 662 | −3,64 | ||||
| 2026-01-15 | 13F | Hengehold Capital Management Llc | 23 843 | 11,97 | 2 110 | 8,38 | ||||
| 2026-02-06 | 13F | Marble Harbor Investment Counsel, LLC | 24 500 | 11,87 | 2 168 | 8,29 | ||||
| 2026-02-05 | 13F | Blume Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 29 612 | 4,44 | 2 620 | 1,12 | ||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 9 084 | −10,64 | 804 | −13,56 | ||||
| 2026-01-29 | 13F | BKM Wealth Management, LLC | 21 570 | 6,77 | 1 909 | 3,36 | ||||
| 2026-01-09 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 3 328 | 1 042 | ||||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 1 819 | 206,23 | 161 | 196,30 | ||||
| 2026-02-04 | 13F | HORAN Wealth, LLC | 7 742 | 0,01 | 685 | −3,11 | ||||
| 2026-02-13 | 13F | 1832 Asset Management L.P. | 0 | −100,00 | 0 | |||||
| 2026-01-21 | 13F | Gpwm Llc | 103 634 | 7,84 | 9 171 | 4,38 | ||||
| 2026-02-12 | 13F | Hudock, Inc. | 8 808 | −0,17 | 780 | −3,35 | ||||
| 2026-02-18 | 13F | Andrews Advisory Associates, LLC | 27 899 | 2 469 | ||||||
| 2026-02-09 | 13F | Heritage Wealth Management, Inc./Texas | 92 128 | 12,96 | 8 153 | 9,35 | ||||
| 2026-01-23 | 13F | Northwest Quadrant Wealth Management, LLC | 62 504 | −11,31 | 5 531 | −14,17 | ||||
| 2026-02-05 | 13F | Alexander Randolph Advisory Inc | 3 000 | 0,00 | 265 | −3,28 | ||||
| 2026-02-13 | 13F | Manufacturers Life Insurance Company, The | 0 | −100,00 | 0 | |||||
| 2026-02-13 | 13F | Global Endowment Management, LP | 38 000 | 0,00 | 3 363 | −3,17 | ||||
| 2026-02-09 | 13F | Roundview Capital LLC | 18 851 | 18,92 | 1 668 | 15,11 | ||||
| 2026-02-13 | 13F | Jacobi Capital Management LLC | 13 046 | −51,04 | 1 154 | −52,63 | ||||
| 2025-09-26 | 13F | Capital A Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-14 | 13F | Waldron Private Wealth LLC | 36 263 | 0,10 | 3 209 | −3,11 | ||||
| 2026-01-09 | 13F | Capstone Wealth Management Group LLC | 2 911 | −10,84 | 258 | −13,76 | ||||
| 2026-01-23 | 13F | Mustard Seed Financial, LLC | 10 278 | −0,30 | 910 | −3,50 | ||||
| 2025-11-14 | 13F | Squarepoint Ops LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-01-23 | 13F | Bryant Woods Investment Advisors, LLC | 7 038 | 1,94 | 623 | −1,43 | ||||
| 2026-02-06 | 13F | Ironwood Investment Counsel, LLC | 3 121 | −47,38 | 276 | −49,08 | ||||
| 2026-01-13 | 13F | Regatta Capital Group, Llc | 26 320 | −6,65 | 2 329 | −9,62 | ||||
| 2026-01-29 | 13F | Calamos Wealth Management LLC | 2 765 | −7,21 | 245 | −10,29 | ||||
| 2026-01-14 | 13F | Flywheel Private Wealth LLC | 3 284 | 12,50 | 291 | 9,02 | ||||
| 2026-02-09 | 13F | Flagstone Financial Management | 112 150 | 4,34 | 9 924 | 1,00 | ||||
| 2026-01-27 | 13F | First Horizon Corp | 12 200 | 0,00 | 1 080 | −3,23 | ||||
| 2026-02-09 | 13F | Topel & Distasi Wealth Management, LLC | 3 020 | 1,79 | 267 | −1,48 | ||||
| 2026-02-11 | 13F | Flagship Wealth Advisors, Llc | 786 | 0,00 | 70 | −2,82 | ||||
| 2026-02-13 | 13F | Victory Capital Management Inc | 99 002 | 0,00 | 8 761 | −3,20 | ||||
| 2026-01-09 | 13F | Tactive Advisors, LLC | 4 706 | −2,14 | 416 | −5,24 | ||||
| 2026-01-14 | 13F | USA Financial Portformulas Corp | 2 856 | −9,73 | 253 | −12,80 | ||||
| 2026-02-11 | 13F | Capital Group Private Client Services, Inc. | 22 838 | −18,58 | 2 021 | −21,22 | ||||
| 2026-01-26 | 13F | SMART Wealth LLC | 38 449 | −7,17 | 3 402 | −10,14 | ||||
| 2026-01-21 | 13F | SJS Investment Consulting Inc. | 0 | −100,00 | 0 | |||||
| 2026-02-17 | 13F | Obsido Oy | 31 529 | 11,96 | 2 790 | 8,39 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 114 317 | −2,85 | 10 116 | −5,97 | ||||
| 2026-01-27 | 13F | Financial Advisory Corp | 140 366 | 1,11 | 12 421 | −2,13 | ||||
| 2026-01-20 | 13F | Meridian Investment Counsel Inc. | 3 698 | 0,00 | 327 | −3,25 | ||||
| 2026-01-20 | 13F | Coastal Investment Advisors, Inc. | 938 | 11,01 | 83 | 6,49 | ||||
| 2026-01-30 | 13F | Sage Rhino Capital Llc | 3 172 | −4,08 | 281 | −7,28 | ||||
| 2026-01-14 | 13F | Romano Brothers And Company | 0 | −100,00 | 0 | |||||
| 2026-02-17 | 13F | Fairscale Capital, LLC | 18 | 0,00 | 2 | 0,00 | ||||
| 2026-02-12 | 13F | Proficio Capital Partners LLC | 24 320 | 2 152 | ||||||
| 2026-02-18 | 13F | Onyx Bridge Wealth Group LLC | 2 629 | 14,25 | 233 | 10,48 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 2 695 086 | 0,56 | 238 488 | −2,66 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 3 370 746 | 1,60 | 298 277 | −1,66 | ||||
| 2026-01-05 | 13F | Coastline Trust Co | 150 | 0,00 | 13 | 0,00 | ||||
| 2026-02-13 | 13F | Schroder Investment Management Group | 0 | −100,00 | 0 | |||||
| 2026-02-20 | 13F | Waterford Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-14 | 13F | WESPAC Advisors, LLC | 2 339 | 207 | ||||||
| 2026-01-15 | 13F | Delta Capital Management Llc | 3 000 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 4 205 539 | −2,70 | 372 148 | −5,82 | ||||
| 2026-01-21 | 13F | Stock Yards Bank & Trust Co | 10 464 | −36,54 | 926 | −38,62 | ||||
| 2026-02-13 | 13F | First National Bank Of Omaha | 68 371 | 226,98 | 6 083 | 218,26 | ||||
| 2026-02-10 | 13F | Clarity Capital Advisors, LLC | 30 526 | 9,47 | 2 701 | 5,96 | ||||
| 2026-03-05 | 13F | Bayban | 3 634 | 322 | ||||||
| 2026-01-08 | 13F | Maridea Wealth Management LLC | 4 001 | 15,17 | 354 | 10,97 | ||||
| 2026-02-06 | 13F | Kingdom Financial Group LLC. | 668 | 59 | ||||||
| 2026-02-17 | 13F | Wall Capital Group, Inc. | 0 | −100,00 | 0 | |||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 50 791 | 16,26 | 4 495 | 13,03 | ||||
| 2026-01-23 | 13F | Eagle Strategies LLC | 5 469 | 0,51 | 484 | −2,82 | ||||
| 2026-02-04 | 13F | Boyd Watterson Asset Management Llc/oh | 462 | 0,00 | 41 | −4,76 | ||||
| 2026-02-11 | 13F | Nemes Rush Group LLC | 0 | −100,00 | 0 | |||||
| 2026-01-30 | 13F | First National Bank Sioux Falls | 4 017 | 0,00 | 355 | −3,27 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-11 | 13F | Atlanta Consulting Group Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-26 | 13F | Prairiewood Capital, LLC | 98 900 | 13,24 | 8 752 | 9,61 | ||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | 16 903 | −1,49 | 1 496 | −4,66 | ||||
| 2026-02-17 | 13F | Capital Insight Partners, Llc | 3 867 | −26,37 | 342 | −28,75 | ||||
| 2026-02-05 | 13F | IMG Wealth Management, Inc. | 295 | 26 | ||||||
| 2026-02-05 | 13F | Passive Capital Management, LLC. | 433 672 | −0,05 | 38 376 | −3,26 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 44 034 | −2,79 | 3 929 | −5,17 | ||||
| 2026-01-27 | 13F | Latitude Advisors, LLC | 2 295 | −9,11 | 203 | −11,74 | ||||
| 2026-01-27 | 13F | RTD Financial Advisors, Inc. | 12 549 | −65,11 | 1 110 | −66,23 | ||||
| 2026-01-15 | 13F | Vannoy Advisory Group, Inc. | 4 680 | −0,40 | 414 | −3,50 | ||||
| 2026-01-20 | 13F | YANKCOM Partnership | 21 215 | 6,14 | 1 878 | 2,74 | ||||
| 2026-01-28 | 13F | O'ROURKE & COMPANY, Inc | 9 522 | 7,21 | 843 | 3,82 | ||||
| 2026-01-30 | 13F | Citizens National Bank Trust Department | 1 960 | −26,95 | 173 | −29,39 | ||||
| 2026-02-11 | 13F | Simplex Trading, Llc | 13 744 | −74,78 | 1 216 | 30 300,00 | ||||
| 2026-02-10 | 13F | SCS Capital Management LLC | 446 251 | 4,25 | 39 489 | 0,91 | ||||
| 2026-02-12 | 13F | Johnson Financial Group, Inc. | 119 909 | −3,27 | 10 611 | −6,37 | ||||
| 2026-02-17 | 13F | Hanover Advisors Inc | 16 445 | −1,23 | 1 455 | −4,40 | ||||
| 2026-01-27 | 13F | Compass Financial Group, INC/SD | 2 756 | 0,51 | 244 | −2,80 | ||||
| 2026-01-20 | 13F | Pflug Koory, LLC | 372 | 0,81 | 33 | −3,03 | ||||
| 2026-01-21 | 13F | Bluestem Financial Advisors, Llc | 155 732 | 0,10 | 13 781 | −3,11 | ||||
| 2026-02-17 | 13F | Hyundai Investments Co., Ltd. | 5 584 | 498 | ||||||
| 2026-02-12 | 13F | Elite Financial, Inc. | 2 888 | 0,17 | 0 | |||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 1 021 | −21,58 | 90 | −24,37 | ||||
| 2026-02-13 | 13F | Destination Wealth Management | 30 411 | 1,74 | 2 691 | −1,50 | ||||
| 2025-11-17 | 13F | FSA Wealth Management LLC | 1 957 | 0,46 | 175 | 4,82 | ||||
| 2026-02-10 | 13F | MGO Private Wealth, LLC | 18 731 | 61,35 | 1 658 | 56,17 | ||||
| 2026-02-13 | 13F | Integrity Investment Advisors, LLC | 4 488 | 397 | ||||||
| 2026-01-06 | 13F | RDA Financial Network | 2 783 | −0,32 | 246 | −3,53 | ||||
| 2026-01-12 | 13F | Pioneer Wealth Management Group | 24 021 | 2,71 | 2 126 | −0,61 | ||||
| 2026-02-13 | 13F | Ashford Capital Management Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-02-09 | 13F | Churchill Financial Advisors, LLC | 5 949 | 526 | ||||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 390 977 | 3,79 | 34 598 | 0,46 | ||||
| 2026-01-13 | 13F | Mayflower Financial Advisors, LLC | 7 723 | −3,14 | 683 | −6,18 | ||||
| 2026-01-16 | 13F | YHB Investment Advisors, Inc. | 6 616 | 0,14 | 585 | −2,99 | ||||
| 2026-02-10 | 13F | Basepoint Wealth LLC | 1 173 | 104 | ||||||
| 2026-02-06 | 13F | Bare Financial Services, Inc | 1 434 | 0,00 | 127 | −3,82 | ||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 21 316 | 29,53 | 1 886 | 25,40 | ||||
| 2026-01-14 | 13F | Jfs Wealth Advisors, Llc | 8 622 | −36,45 | 763 | −38,55 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 18 544 | −0,06 | 1 641 | −3,30 | ||||
| 2026-02-17 | 13F | Edmond De Rothschild Holding S.a. | 850 | 0,00 | 75 | −2,60 | ||||
| 2026-01-21 | 13F | TOWER TRUST & INVESTMENT Co | 2 750 | 10,80 | 243 | 7,52 | ||||
| 2026-02-10 | 13F | Greenspring Advisors, LLC | 38 775 | 3 431 | ||||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 24 | −81,95 | 2 | −83,33 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-02-11 | 13F | Motley Fool Wealth Management, LLC | 19 182 | 91,38 | 1 697 | 85,26 | ||||
| 2026-02-12 | 13F | AlphaCentric Advisors LLC | 2 319 | 18,20 | 205 | 17,82 | ||||
| 2026-02-10 | 13F | W.H. Cornerstone Investments Inc. | 0 | −100,00 | 0 | |||||
| 2026-01-12 | 13F | Cordant, Inc. | 131 914 | 6,87 | 11 673 | 3,45 | ||||
| 2026-02-06 | 13F | Ruedi Wealth Management, Inc. | 9 775 | 0,61 | 865 | −2,59 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-01-12 | 13F | Heartwood Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-02-10 | 13F | Guidance Point Advisors, LLC | 2 836 | −1,36 | 252 | −4,56 |
Other Listings
| US:VNQ | 93,55 US$ |
