0LOE - Vanguard Index Funds - Vanguard Small-Cap Growth ETF Aktier - Aktiekurs, institutionellt ägande, aktieägare (LSE)

Vanguard Index Funds - Vanguard Small-Cap Growth ETF
GB ˙ LSE ˙ US9229085959
236,94 US$ ↓ −2,71 (−1,13%)
2023-12-18
DELAT PRIS
Grundläggande statistik
Institutionella ägare 1205 total, 1202 long only, 0 short only, 3 long/short - change of 6,05% MRQ
Genomsnittlig portföljallokering 0.3610 % - change of −3,32% MRQ
Institutionella aktier (lång) 41 436 273 (ex 13D/G) - change of 1,00MM shares 2,47% MRQ
Institutionellt värde (lång) $ 12 139 657 USD ($1000)
Institutionellt ägande och aktieägare

Vanguard Index Funds - Vanguard Small-Cap Growth ETF (GB:0LOE) har 1205 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 41,436,273 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Morgan Stanley, Assetmark, Inc, CI Private Wealth, LLC, Sei Investments Co, LPL Financial LLC, Wells Fargo & Company/mn, EP Wealth Advisors, Inc., UBS Group AG, and Pnc Financial Services Group, Inc. .

Vanguard Index Funds - Vanguard Small-Cap Growth ETF (LSE:0LOE) 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%.

GB:0LOE / Vanguard Index Funds - Vanguard Small-Cap Growth ETF Institutional Ownership
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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13F- och NPORT-arkiveringar

Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2026-01-29 13F Kestra Private Wealth Services, Llc 14 377 −1,01 4 343 0,49
2026-02-13 13F Umb Bank N A/mo 43 281 1 038,97 13 076 1 057,08
2026-01-14 13F Bell Bank 2 169 0,00 655 1,55
2026-01-20 13F Thurston, Springer, Miller, Herd & Titak, Inc. 561 13 925,00 169 16 800,00
2025-11-12 13F Transce3nd, LLC 0 −100,00 0 −100,00
2026-02-23 13F Wealth Preservation Advisors, LLC 1 302 0,08 393 1,55
2026-01-21 13F Kaizen Financial Strategies 1 374 8,02 415 10,37
2026-02-04 13F Birchbrook, Inc. 95 29
2026-02-13 13F Truvestments Capital Llc 300 −2,91 91 −1,10
2026-01-21 13F New Wave Wealth Advisors Llc 1 308 3,32 395 4,77
2026-01-27 13F Jackson, Grant Investment Advisers, Inc. 544 0,18 164 1,86
2026-02-11 13F Clifford Swan Investment Counsel Llc 815 246
2026-02-12 13F Litman Gregory Asset Management LLC 261 79
2026-01-12 13F Archer Investment Management, LLC 748 226
2026-02-06 13F Principle Wealth Partners Llc 1 321 0,00 399 1,53
2026-02-10 13F Holderness Investments Co 14 211 −0,25 4 293 1,27
2026-02-11 13F Bradley & Co. Private Wealth Management, LLC 200 0,00 60 1,69
2026-01-29 13F Wheelhouse Advisory Group LLC 2 176 16,80 664 19,86
2026-02-09 13F Carl P. Sherr & Co., LLC 2 770 0,00 867 5,10
2026-02-11 13F OneAscent Financial Services LLC 14 476 11,00 4 373 12,68
2026-01-08 13F Genesis Private Wealth, Llc 1 935 −2,32 584 −0,85
2026-02-10 13F BKD Wealth Advisors, LLC 668 202
2026-02-11 13F MidWestOne Financial Group, Inc. 1 972 0,00 596 1,54
2026-02-05 13F Dahring | Cusmano Llc 2 608 9,30 788 11,00
2026-01-21 13F Country Trust Bank 76 0,00 23 0,00
2026-02-12 13F Prudent Man Investment Management, Inc. 14 0,00 4 33,33
2026-02-24 13F MidFirst Bank 9 3
2026-02-04 13F Wsfs Capital Management, Llc 878 0,23 265 1,92
2026-01-28 13F Proathlete Wealth Management Llc 6 0,00 2 0,00
2026-01-29 13F DecisionPoint Financial, LLC 10 0,00 3 50,00
2026-02-13 13F Aire Advisors, Llc 10 852 −0,42 3 279 1,08
2026-02-09 13F Huntington National Bank 3 025 −7,80
2025-11-14 13F Guardian Wealth Advisors, Llc / Nc 0 −100,00 0 −100,00
2026-01-20 13F NavPoint Financial, Inc. 1 375 0,29 415 1,72
2026-03-02 13F Reflection Asset Management 39 12
2026-01-28 13F Edge Financial Advisors LLC 937 0,32 283 1,44
2026-01-14 13F Moisand Fitzgerald Tamayo, LLC 996 0,00 301 1,35
2026-01-27 13F Jeppson Wealth Management, Llc 1 287 0,23 389 1,57
2026-02-06 13F Integral Investment Advisors, Inc. 1 135 31,98 343 33,59
2026-02-10 13F NorthStar Asset Management LLC /NJ/ 4 367 4,98 1 319 6,54
2026-02-17 13F Citadel Advisors Llc Put 1 600 −38,46 483 −37,52
2026-02-17 13F Citadel Advisors Llc Call 11 300 −9,60 3 414 −8,25
2026-02-09 13F Thrive Capital Management, LLC 15 275 5,59 4 615 7,18
2026-01-23 13F Integrated Wealthcare, Llc 8 062 2 436
2026-02-09 13F William Mack & Associates, Inc. 2 369 −4,24 716 −2,85
2026-02-12 13F Wealthspire Advisors, LLC 203 486 −43,03 61 475 −42,17
2026-02-10 13F Winthrop Capital Management, LLC 5 948 −1,67 2 0,00
2026-02-17 13F Gallagher Fiduciary Advisors, LLC 56 956 2,10 17 207 3,64
2026-02-13 13F OpenArc Corporate Advisory, LLC 22 965 6 938
2026-02-13 13F Minot DeBlois Advisors LLC 5 −97,13 2 −98,04
2026-01-07 13F Vigilare Wealth Management 0 −100,00 0
2026-02-12 13F Rossby Financial, LCC 111 13,27 34 13,79
2026-01-28 13F Salomon & Ludwin, LLC 1 253 0,32 390 3,45
2026-01-27 13F 55 North Private Wealth, LLC 2 338 706
2026-02-09 13F Sawgrass Asset Management Llc 0 −100,00 0
2026-01-16 13F Genesis Financial Group, LLC 5 213 1 575
2026-01-27 13F Old Second National Bank Of Aurora 369 0,00 111 1,83
2026-02-10 13F/A Northwestern Mutual Wealth Management Co 302 816 32,68 91 484 34,68
2026-02-18 13F Caitlin John, LLC 76 0,00 23 0,00
2026-01-07 13F Wisconsin Wealth Advisors, LLC 2 729 −0,40 825 1,10
2026-01-12 13F World Equity Group, Inc. 2 354 5,28 711 6,92
2026-02-02 13F Breakwater Investment Management 176 0,00 53 1,92
2026-02-12 13F Fuller & Thaler Asset Management, Inc. 4 801 151,23 1 450 155,28
2026-01-13 13F Argentarii, LLC 1 311 1,24 396 2,86
2026-01-30 13F Caldwell Trust Co 1 595 −1,42 482 0,00
2025-11-13 13F Triton Wealth Management, PLLC 0 −100,00 0
2026-01-15 13F Fortitude Family Office, LLC 840 0,00 254 1,20
2026-01-15 13F Rebalance, Llc 5 668 −0,42 1 712 1,12
2026-01-23 13F Transcend Wealth Collective, Llc 6 096 −0,39 1 842 1,10
2026-01-28 13F CAPROCK Group, Inc. 6 788 −4,21 2 051 −1,25
2026-01-29 13F Concord Wealth Partners 528 0,00 160 1,27
2026-02-11 13F Manchester Capital Management LLC 4 787 1 446
2026-01-30 13F Bogart Wealth, LLC 943 −24,14 285 −23,24
2026-02-10 13F Operose Advisors LLC 151 0,00 46 2,27
2025-11-07 13F Beacon Capital Management, LLC 0 −100,00 0
2026-01-22 13F Triad Wealth Partners, LLC 949 287
2026-02-09 13F Hartline Investment Corp/ 4 306 0,00 1 301 1,48
2026-01-29 13F Northern Oak Wealth Management Inc 4 166 −2,09 1 259 −0,63
2026-02-10 13F IAG Wealth Partners, LLC 247 53,42 75 57,45
2026-01-26 13F DeLarme Wealth Management, Inc. 11 737 3 546
2026-02-19 13F Lexington Hill Partners, LLC 766 231
2026-01-22 13F Hager Investment Management Services, Llc 11 3
2026-01-21 13F First United Bank Trust/ 3 535 3,67 1 068 5,23
2026-02-17 13F Silvercrest Asset Management Group Llc 2 027 2,68 612 4,26
2025-10-06 13F Peirce Capital Management, LLC 0 −100,00 0 −100,00
2026-01-29 13F Spurstone Advisory Services, LLC 2 0,00 1
2026-02-13 13F United Bank 4 291 0,00 1 296 1,49
2026-02-02 13F Truist Financial Corp 118 439 −60,03 35 782 −59,43
2026-01-28 13F Quent Long Short Global Small Cap Fund, LP 62 700 18 942
2026-02-04 13F Summit Investment Advisory Services, LLC 793 0,25 239 1,70
2026-01-30 13F Precision Wealth Strategies, LLC 778 −11,39 235 −9,96
2026-02-04 13F Valeo Financial Advisors, LLC 12 992 0,40 3 925 1,92
2026-02-17 13F Gladstone Institutional Advisory LLC 9 028 1,45 2 728 2,98
2026-02-05 13F Mainsail Asset Management, Llc 19 074 6,23 5 762 7,84
2026-02-13 13F Mill Creek Capital Advisors, LLC 313 730 −0,70 94 781 0,80
2026-01-22 13F Rodgers & Associates, LTD 138 062 1,30 41 710 2,83
2026-02-05 13F Petix & Botte Co 1 710 −4,58 517 −3,19
2026-02-17 13F Cahill Financial Advisors Inc 5 589 −1,78 1 689 −0,30
2026-02-10 13F Continuum Advisory, LLC 1 164 0,09 352 1,45
2026-02-12 13F Titleist Asset Management, Llc 17 138 0,29 5 178 1,79
2026-01-26 13F Sightline Wealth Advisors, LLC 3 623 156,22 1 094 160,48
2026-02-09 13F Glenview Trust Co 2 628 −4,54 794 −3,17
2025-10-08 13F Beacon Financial Group 688 205
2026-01-28 13F Fairway Wealth LLC 8 2
2026-01-29 13F Dupree Financial Group, LLC 682 0,00 206 1,48
2026-01-29 13F Brickley Wealth Management 100 771 0,14 30 444 1,65
2026-01-27 13F Cardinal Strategic Wealth Guidance 119 0,00 36 0,00
2026-01-29 13F Quent Capital, LLC 62 700 7,95 18 942 9,57
2026-01-16 13F Perigon Wealth Management, LLC 15 774 −2,43 4 765 −0,96
2026-02-02 13F Pillar Financial Advisors, LLC 9 073 0,00 2 741 1,52
2026-02-13 13F Johnson Investment Counsel Inc 0 −100,00 0
2026-02-11 13F Ackerman Capital Advisors, LLC 18 708 −3,57 5 652 −2,13
2026-03-12 13F Farmers National Bank 1 125 1,35 340 2,73
2026-02-13 13F Change Path, LLC 2 280 −3,96 689 −2,55
2026-02-03 13F Grove Street Fiduciary, LLC 1 319 0,00 398 1,53
2026-02-03 13F Indivisible Partners 1 830 553
2026-02-17 13F IHT Wealth Management, LLC 6 900 −0,66 2 084 0,82
2026-01-13 13F IFG Advisors, LLC 2 817 0,04 851 1,55
2026-02-11 13F Milestone Investment Advisors LLC 388 0,00 117 1,74
2026-01-21 13F Flagship Harbor Advisors, Llc 1 649 −5,45 498 −4,05
2026-01-23 13F U.S. Capital Wealth Advisors, LLC 19 499 34,75 5 891 36,79
2026-02-13 13F Strategies Wealth Advisors, LLC 147 780 4,59 44 646 6,17
2026-01-23 13F Fifth Third Securities, Inc. 16 764 −3,72 5 065 −2,26
2026-02-12 13F Valley Forge Investment Consultants Inc Adv 2 949 0,14 891 1,60
2026-01-30 13F/A M&t Bank Corp 14 413 −0,24 4 354 1,28
2026-02-12 13F Logan Capital Management Inc 0 −100,00 0 −100,00
2026-01-16 13F DiNuzzo Private Wealth, Inc. 99 0,00 30 0,00
2026-01-21 13F Stone House Investment Management, LLC 2 1
2026-01-29 13F Brindle & Bay Financial Advisors, LLC 7 420 2 242
2026-02-05 13F Bessemer Group Inc 7 424 −24,15 2 0,00
2026-01-21 13F Perfromance Wealth Partners, LLC 35 244 −5,16 10 648 −3,73
2026-01-27 13F Wealth Enhancement Trust Services, Inc. 671 203
2026-01-12 13F Evanson Asset Management, LLC 1 200 −18,20 363 −16,97
2026-02-05 13F SkyOak Wealth, LLC 22 692 −0,04 6 855 1,48
2026-01-26 13F Diversified Management Inc 2 459 743
2026-02-17 13F AIMZ Investment Advisors, LLC 1 405 424
2026-01-26 13F Nations Financial Group Inc, /ia/ /adv 792 239
2026-02-13 13F Pinnacle Wealth Planning Services, Inc. 486 147
2026-01-08 13F Stephens Group Asset Management, Llc 117 855 0,81 35 605 2,33
2025-12-09 13F/A Tudor Investment Corp Et Al 0 −100,00 0
2026-02-11 13F 1776 Wealth LLC 672 203
2026-01-05 13F Holos Integrated Wealth LLC 711 0,00 218 4,31
2026-02-12 13F Index Technologies Group LLC 716 216
2026-02-11 13F Curio Wealth, Llc 62 0,00 19 5,56
2026-01-28 13F Diversified Enterprises, LLC 4 334 29,64 1 309 31,69
2026-02-13 13F Creekside Partners 7 310 0,21 2 209 1,70
2026-01-14 13F Prosperity Planning, Inc. 18 515 0,40 5 594 1,91
2026-02-02 13F Pinnacle Wealth Management Advisory Group, LLC 1 465 −2,98 443 −1,56
2026-01-12 13F DAVENPORT & Co LLC 4 300 −0,05 1 299 1,41
2026-02-13 13F Gts Securities Llc 0 −100,00 0
2026-01-13 13F LongView Wealth Management 1 558 3,32 501 11,83
2026-02-05 13F Sage Financial Management Group, Inc. 877 0,00 265 1,15
2026-01-21 13F Westfuller Advisors, LLC 577 0,00 174 1,75
2026-02-12 13F Cloud Capital Management, LLC 0 −100,00 0
2026-02-09 13F IPG Investment Advisors LLC 1 091 0,00 330 1,23
2026-02-13 13F Glen Eagle Advisors, LLC 145 0,00 44 0,00
2026-01-27 13F/A Capital Performance Advisors Llp 1 290 390
2026-01-23 13F Farther Finance Advisors, LLC 7 359 35,18 2 223 37,22
2026-01-15 13F Infinity Wealth Counsel, LLC 9 992 1,99 3 019 3,53
2026-02-13 13F Capstone Wealth Management Group, Llc 673 0,00 203 1,50
2026-02-05 13F Cdm Financial Counseling Services, Inc. 1 003 304
2026-02-10 13F Belvedere Trading LLC Call 2 400 60,00 725 62,56
2026-02-12 13F ROSS\JOHNSON & Associates LLC 19 0,00 6 0,00
2026-02-13 13F Pathstone Holdings, LLC 113 822 −3,03 34 387 −1,57
2026-01-15 13F Wright Fund Managment, LLC 53 228 −0,24 16 081 1,27
2026-02-10 13F Linscomb & Williams, Inc. 829 0,00 250 1,63
2026-01-14 13F Mechanics Bank Trust Department 40 282 5,65 12 170 7,24
2025-10-15 13F Stephens Consulting, LLC 0 −100,00 0
2026-01-15 13F Royal Fund Management, LLC 3 702 2,15 1 125 3,59
2026-02-02 13F Oak Harbor Wealth Partners, Llc 80 0,00 24 4,35
2026-02-18 13F Beacon Pointe Advisors, LLC 166 486 1,26 50 297 2,79
2026-01-29 13F Quest 10 Wealth Builders, Inc. 62 −1,59 19 0,00
2026-02-12 13F RKL Wealth Management LLC 1 803 −0,93 545 0,55
2026-01-28 13F Kingswood Wealth Advisors, Llc 10 600 −2,82 3 202 −1,36
2026-02-11 13F Convergence Financial, LLC 755 7,40 228 9,09
2026-02-19 13F CI Private Wealth, LLC 1 023 103 14,41 309 100 16,14
2026-01-07 13F Cyndeo Wealth Partners, LLC 4 156 −0,36 1 256 1,13
2025-11-14 13F Williams Jones Wealth Management, LLC. 0 −100,00 0
2026-01-26 13F Provenance Wealth Advisors, LLC 20 0,00 6 20,00
2026-02-10 13F Tandem Financial, LLC 12 867 309,13 3 604 284,53
2026-03-06 13F Hsbc Holdings Plc 1 363 412
2026-02-17 13F Ballast Financial Advisors LLC 7 764 2 346
2026-01-28 13F Glassman Wealth Services 3 015 0,00 911 1,45
2026-02-03 13F We Are One Seven, LLC 1 827 3,51 552 5,14
2026-02-18 13F First Citizens Bank & Trust Co 0 −100,00 0
2026-01-23 13F Valley National Advisers Inc 8 848 3,42 3 0,00
2026-02-12 13F StoneX Group Inc. 6 427 −21,16 1 952 −19,60
2026-02-12 13F SWAN Capital LLC 30 519 −6,06 9 220 −4,64
2026-02-11 13F Tradition Wealth Management, LLC 7 771 −2,51 2 348 −1,05
2026-01-29 13F Obermeyer Wood Investment Counsel, Lllp 672 203
2026-01-07 13F Sagespring Wealth Partners, Llc 3 524 −1,15 1 065 0,28
2026-02-09 13F Hantz Financial Services, Inc. 230 20,42 0
2026-02-10 13F Goldman Sachs Group Inc 75 373 5,86 22 771 7,45
2026-01-22 13F City Holding Co 4 199 0,00 1 268 1,52
2026-02-11 13F Commonwealth Retirement Investments LLC 45 14
2026-02-02 13F Qrg Capital Management, Inc. 2 137 5,37 646 6,97
2025-10-20 13F Forefront Wealth Partners, LLC 0 −100,00 0 −100,00
2026-01-07 13F CWA Asset Management Group, LLC 1 086 0,00 328 1,55
2026-01-21 13F Clayton Financial Group LLC 21 018 33,81 6 350 35,84
2026-01-16 13F Bay Capital Advisors, LLC 3 231 −5,05 976 −3,56
2026-01-12 13F Roble, Belko & Company, Inc 3 0,00 0
2026-02-13 13F Bluedoor Private Wealth, Llc 3 326 1 005
2026-01-30 13F North Star Investment Management Corp. 774 0,00 234 1,30
2026-02-04 13F Rollins Financial Advisors, LLC 663 200
2026-02-13 13F Aptus Capital Advisors, LLC 6 464 −0,78 1 953 0,72
2026-01-12 13F Heartwood Wealth Advisors LLC 2 560 0,00 773 1,58
2025-10-24 13F Opal Wealth Advisors, LLC 0 −100,00 0
2026-02-11 13F Jpmorgan Chase & Co 248 956 2,30 75 212 3,84
2026-02-03 13F SFG Wealth Management, LLC. 1 841 0,00 556 1,65
2026-03-04 13F Rehmann Capital Advisory Group 0 −100,00 0 −100,00
2026-02-13 13F Tobias Financial Advisors, Inc. 7 053 −1,48 2 131 0,00
2026-01-29 13F Concurrent Investment Advisors, LLC 8 359 7,41 2 525 9,02
2026-02-05 13F Stephens Inc /ar/ 130 633 −3,53 39 466 −2,08
2026-02-05 13F Everstar Asset Management, LLC 2 113 0,00 638 1,59
2026-02-09 13F MTM Investment Management, LLC 7 0,00 2 0,00
2026-02-19 13F Atomi Financial Group, Inc. 34 074 −9,22 10 294 −7,85
2026-01-26 13F Grand Wealth Management, Llc 91 0,00 27 0,00
2026-02-04 13F Meridian Wealth Management, LLC 4 640 3,73 1 402 5,26
2026-02-04 13F Atlantic Union Bankshares Corp 406 −8,97 123 −7,58
2025-10-06 13F Von Berge Wealth Management Group, LLC 0 −100,00 0
2026-02-13 13F Cordoba Advisory Partners LLC 8 052 2 432
2026-01-12 13F Canvas Wealth Advisors, LLC 4 667 2,64 1 410 2,55
2026-02-06 13F One Charles Private Wealth Services, LLC 6 828 0,00 2 063 1,48
2026-02-17 13F Aqr Capital Management Llc 7 062 19,94 2 133 21,75
2025-10-16 13F Burney Co/ 0 −100,00 0 −100,00
2026-01-21 13F Capital Investment Advisory Services, LLC 2 276 23,70 688 25,59
2026-02-09 13F Integrity Alliance, Llc. 19 533 21,03 5 901 22,86
2026-02-12 13F Brinker Capital Investments, LLC 4 246 11,59 1 283 13,25
2026-02-06 13F Addison Advisors LLC 255 0,00 77 2,67
2026-01-27 13F Round Rock Advisors, LLC 3 621 0,00 1 094 1,58
2026-02-17 13F Susquehanna International Group, Llp Put 800 −81,40 242 −81,16
2026-01-28 13F Cranbrook Wealth Management, LLC 9 906 −0,26 2 993 1,22
2026-02-17 13F Susquehanna International Group, Llp Call 25 700 26,60 7 764 28,52
2026-01-09 13F Diversified Trust Co 4 060 0,00 1 227 1,49
2026-01-23 13F Bowman & Co S.C. 1 373 0,37 415 1,72
2026-01-15 13F PFG Private Wealth Management, LLC 0 −100,00 0
2026-02-03 13F LaFleur & Godfrey LLC 1 068 12,18 323 13,78
2026-02-09 13F Goepper Burkhardt LLC 2 586 −22,51 781 −21,35
2026-02-17 13F Susquehanna International Group, Llp 4 979 −87,64 1 504 −87,46
2026-02-10 13F WealthTrak Capital Management LLC 902 −30,24 272 −29,17
2026-01-23 13F Tectonic Advisors Llc 757 229
2026-01-21 13F Capital Management Associates, Inc 31 850 24,61 9 622 26,49
2026-02-12 13F Commonwealth Equity Services, Llc 212 659 −5,59 64 246 95 789,55
2026-01-22 13F Intergy Private Wealth, LLC 4 227 1,56 1 277 3,07
2026-02-06 13F Mach-1 Financial Group, Inc. 0 −100,00 0
2026-02-17 13F Ancora Advisors, LLC 342 −12,76 103 −11,21
2026-02-06 13F Taylor Financial Group, Inc. 1 950 0,00 589 1,55
2026-02-12 13F Jane Street Group, Llc Call 12 900 69,74 3 897 72,36
2026-02-10 13F Peak Retirement Planning, Inc. 16 409 0,95 4 957 2,48
2025-11-13 13F Glenmede Investment Management, LP 25 532 12,07 7 599 20,43
2025-09-26 13F Capital A Wealth Management, LLC 41 485,71 10 800,00
2026-02-12 13F Founders Financial Alliance, LLC 22 −37,14 7 −40,00
2026-02-10 13F Spinnaker Trust 1 445 57,58 437 60,29
2026-02-09 13F Lgl Partners, Llc 1 353 0,22 409 1,49
2026-01-08 13F Signet Financial Management, Llc 2 986 −2,99 902 −1,53
2026-02-13 13F Delos Wealth Advisors, LLC 37 0,00 11 0,00
2026-01-23 13F Assetmark, Inc 1 564 878 0,92 472 765 2,44
2026-02-11 13F Hoxton Planning & Management, LLC 1 183 357
2026-02-09 13F Strategic Equity Management 934 282
2026-02-13 13F Mml Investors Services, Llc 371 897 4,33 112 354 5,91
2026-02-13 13F First Trust Advisors Lp 2 710 −1,63 819 −0,24
2026-01-07 13F Hilltop National Bank 12 334 5,51 3 726 7,10
2026-01-16 13F Piscataqua Savings Bank 400 0,00 121 0,84
2026-01-09 13F Aurelius Family Office LLC 10 191 7,50 3 175 12,51
2026-01-26 13F Whittier Trust Co 7 013 0,04 2 228 5,14
2026-01-21 13F Greenleaf Trust 1 130 341
2026-02-10 13F SFI Advisors, LLC 1 382 7,55 418 9,16
2026-01-13 13F Compton Wealth Advisory Group, LLC 5 378 0,00 1 625 1,50
2026-01-20 13F Ascent Group, LLC 1 595 −3,63 482 −2,24
2026-01-21 13F Sutton Place Investors Llc 948 0,11 286 1,78
2026-01-13 13F Parsons Capital Management Inc/ri 842 0,00 254 1,60
2026-02-05 13F Kropog Financial Group, LLC 865 0,00 261 1,56
2026-01-28 13F WP Advisors, LLC 28 934 −21,45 8 741 −20,27
2026-01-28 13F Mowery & Schoenfeld Wealth Management, LLC 462 0,00 140 1,46
2026-02-11 13F Prestige Wealth Management Group LLC 29 0,00 9 0,00
2026-02-12 13F FineMark National Bank & Trust 5 538 17,33 1 673 19,16
2026-01-29 13F Dunhill Financial, LLC 333 −44,87 101 −44,13
2026-01-23 13F Halbert Hargrove Global Advisors, Llc 361 43,82 109 45,95
2026-02-02 13F Cornerstone Planning Group LLC 0 −100,00 0
2026-01-30 13F Turning Point Benefit Group, Inc. 18 −90,77 5 −91,38
2026-02-02 13F FSA Advisors, Inc. 2 000 604
2026-02-12 13F Graetz Wealth LLC 4 623 1 397
2026-01-20 13F Signaturefd, Llc 1 531 6,47 463 7,94
2026-01-16 13F First Community Trust Na 24 0,00 7 0,00
2026-02-17 13F Private Advisor Group, LLC 135 587 −1,49 40 962 0,00
2026-01-15 13F Ironwood Financial, llc 4 755 10,22 1 531 19,25
2026-01-26 13F AE Wealth Management LLC 5 545 −2,91 1 675 −1,41
2026-01-26 13F BCS Wealth Management 5 954 100,00 1 799 102,93
2026-02-17 13F United Capital Financial Advisers, Llc 148 743 −2,15 44 937 −0,68
2026-02-13 13F Acumen Wealth Advisors, LLC 130 39
2026-01-30 13F Joel Isaacson & Co., LLC 18 615 0,22 5 624 1,74
2026-02-02 13F Integrity Wealth Solutions LLC 7 884 0,86 2 382 2,36
2026-02-13 13F Invictus Private Wealth, Llc 0 −100,00 0
2026-01-22 13F Glass Jacobson Investment Advisors llc 2 257 0,00 682 1,49
2026-02-18 13F Vident Advisory, LLC 1 041 15,80 315 17,60
2026-01-30 13F Exencial Wealth Advisors, Llc 69 259 −6,21 20 924 −4,80
2026-02-11 13F Vise Technologies, Inc. 2 097 634
2026-02-11 13F Resolute Advisors LLC 1 896 0,26 573 1,60
2026-02-11 13F Invst, LLC 1 574 −10,42 476 −9,00
2026-01-23 13F Smith, Moore & Co. 1 151 −1,71 348 −0,29
2026-01-26 13F Merit Financial Group, LLC 81 868 −10,99 24 733 −9,64
2026-01-26 13F Quadrant Private Wealth Management, LLC 1 226 0,00 370 1,37
2026-02-10 13F Western Reserve Capital Management, LLC 836 253
2026-02-06 13F EverSource Wealth Advisors, LLC 973 1 927,08 294 1 992,86
2026-01-15 13F Brady Martz Wealth Solutions, LLC 1 908 −0,16 576 1,41
2026-01-09 13F Silverlake Wealth Management Llc 2 027 2,37 612 3,90
2026-02-10 13F American Money Management, LLC 1 104 −1,95 334 −0,60
2026-02-13 13F Commerce Bank 19 516 2,50 5 896 4,04
2026-02-17 13F one8zero8, LLC 8 2
2026-02-13 13F MAI Capital Management 10 760 54,04 3 251 56,40
2026-01-20 13F Madison Park Capital Advisors, LLC 779 0,26 235 1,73
2026-01-28 13F Old National Bancorp /in/ 24 995 14,99 7 551 16,73
2026-01-29 13F Camelot Portfolios, LLC 14 4
2026-01-28 13F HB Wealth Management, LLC 28 300 −1,07 8 550 0,42
2026-02-13 13F National Bank Of Canada /fi/ 230 0,00 69 1,47
2026-01-09 13F Zrc Wealth Management, Llc 0 −100,00 0
2026-02-03 13F Washington Trust Advisors, Inc. 3 724 −1,43 1 125 0,00
2026-01-29 13F Sanctuary Advisors, LLC 49 056 4,35 14 820 5,93
2026-01-30 13F Axis Wealth Partners, LLC 1 726 −2,98 521 −1,51
2026-02-04 13F Shoker Investment Counsel, Inc. 3 056 0,07 924 1,65
2026-02-06 13F Cullen/frost Bankers, Inc. 47 920 22,78 14 477 24,64
2026-02-17 13F Coppell Advisory Solutions LLC 1 909 44,08 582 47,34
2026-02-26 13F Anchor Investment Management, LLC 2 485 7,25 751 8,85
2026-02-02 13F Ashton Thomas Securities, Llc 0 −100,00 0
2026-02-11 13F Athena Investment Management 1 590 −16,97 480 −15,64
2025-10-08 13F Country Club Bank /gfn 4 815 0,00 1 437 8,05
2026-02-02 13F Montag A & Associates Inc 233 0,00 70 1,45
2026-01-20 13F SOA Wealth Advisors, LLC. 9 451 0,97 2 855 2,51
2026-02-05 13F RiverFront Investment Group, LLC 791 239
2026-01-22 13F Evermay Wealth Management Llc 2 765 −2,12 835 −0,71
2026-02-13 13F APCM Wealth Management for Individuals 684 −0,87 207 0,49
2026-01-13 13F Signal Advisors Wealth, LLC 979 296
2026-02-10 13F Argent Trust Co 10 943 66,11 3 306 68,62
2026-02-13 13F Vestwell Advisors, LLC 2 148 6,18
2025-11-12 13F Creekmur Asset Management LLC 144 −26,90 43 −22,22
2026-02-12 13F Davis R M Inc 0 −100,00 0
2026-02-12 13F JPL Wealth Management, LLC 0 −100,00 0
2026-02-06 13F Signature Estate & Investment Advisors Llc 3 223 0,47 974 1,99
2026-01-16 13F Marino, Stram & Associates Llc 2 435 9,78 736 11,36
2026-01-22 13F Mechanics Financial Corp 215 0,00 65 1,59
2026-02-02 13F Benjamin Edwards Inc 52 959 2,93 16 009 4,49
2026-02-02 13F JDM Financial Group LLC 108 0,00 33 0,00
2026-02-13 13F Axim Planning & Wealth 944 −2,38 285 −0,70
2026-01-23 13F Optima Capital Llc 29 9
2026-01-28 13F Geneos Wealth Management Inc. 7 595 3,11 2 295 4,65
2026-01-30 13F AMG National Trust Bank 2 640 0,00 798 1,53
2026-02-02 13F TCI Wealth Advisors, Inc. 5 393 0,00 1 629 1,50
2026-02-17 13F Keebeck Wealth Management, LLC 1 386 0,00 419 1,21
2026-02-12 13F Great Valley Advisor Group, Inc. 15 465 −1,85 4 672 −0,38
2026-01-07 13F Everhart Financial Group, Inc. 23 046 10,36 6 962 12,04
2026-01-22 13F Ifrah Financial Services, Inc. 24 229 −4,14 7 320 −2,70
2026-02-06 13F Larson Financial Group LLC 30 261 −11,21 9 142 −9,86
2026-02-10 13F Pasadena Private Wealth, LLC 56 656 3,32 17 116 4,88
2026-01-21 13F Albion Financial Group /ut 40 0,00 12 9,09
2026-01-27 13F Lodestar Private Asset Management Llc 764 0,13 231 1,32
2026-02-03 13F Emerald Investment Partners, Llc 2 562 −12,02 774 −10,62
2026-02-05 13F Navalign, LLC 299 90
2025-11-05 13F Wells Trecaso Financial Group, LLC 5 829 −7,11 1 735 −0,17
2026-02-12 13F Bank Of Montreal /can/ 22 239 −8,51 6 719 −7,13
2026-02-12 13F Miller Financial Services LLC 718 6,69 217 8,00
2026-01-29 13F Financial Life Planners 0 −100,00 0
2026-02-09 13F Keating Financial Advisory Services, Inc. 251 76
2026-02-13 13F/A New England Private Wealth Advisors LLC 783 0,26 237 1,72
2026-02-04 13F Summit Wealth Group Llc / Co 7 028 2 123
2026-01-23 13F Freestone Capital Holdings, LLC 2 546 −14,45 769 −13,11
2026-01-15 13F ERn Financial, LLC 3 410 0,03 1 030 1,58
2026-02-13 13F Alerus Financial Na 311 0,00 94 1,09
2026-02-13 13F Level Four Advisory Services, Llc 4 478 7,64 1 353 9,21
2026-02-17 13F Warren Averett Asset Management, LLC 29 167 11,26 8 812 12,93
2026-02-12 13F Mount Yale Investment Advisors, LLC 849 256
2026-01-30 13F Wagner Wealth Management, Llc 251 0,00 76 1,35
2026-01-29 13F UBS Group AG 726 877 −5,41 219 597 −3,98
2026-02-05 13F Tucker Asset Management Llc 408 946,15 123 1 018,18
2026-01-13 13F FC Advisory LLC 41 838 1,16 12 640 2,68
2026-01-30 13F Sigma Planning Corp 1 147 3,61 347 5,17
2026-01-21 13F Capital Advisors, Ltd. LLC 581 −10,34 0
2026-01-27 13F Sage Financial Group Inc 64 663 0,49 19 535 2,01
2025-11-14 13F Strategic Wealth Partners, Ltd. 404 −4,72 120 2,56
2025-11-14 13F Binnacle Investments Inc 1 257 −2,33 374 5,06
2026-01-30 13F Keybank National Association/oh 3 292 −54,00 995 −53,33
2026-02-12 13F Skopos Labs, Inc. 1 202 71,71 369 76,92
2026-02-03 13F F/M Investments LLC 740 0,00 224 1,36
2026-02-10 13F Mycio Wealth Partners, Llc 1 100 0,27 332 1,84
2026-01-21 13F MBL Wealth, LLC 1 165 4,67 352 6,04
2026-02-12 13F Hm Payson & Co 808 0,00 244 1,67
2026-01-28 13F Davis Capital Management 96 0,00 29 3,57
2026-02-10 13F Peapack Gladstone Financial Corp 53 307 −0,07 16 6,67
2026-02-17 13F Wealthedge Investment Advisors, Llc 5 878 −0,69 1 776 0,80
2026-01-13 13F Waller Financial Planning Group, Inc 2 067 −3,64 624 −2,19
2026-01-28 13F Headland Capital, LLC 1 429 −0,97 432 0,47
2026-02-06 13F Global Retirement Partners, LLC 23 257 448,51 7 026 457,18
2026-01-22 13F Trilogy Capital Inc. 1 895 47,13 572 49,35
2026-02-13 13F Ieq Capital, Llc 5 681 −0,98 1 716 0,53
2026-02-06 13F Cornerstone Management, Inc. 29 691 −2,38 8 970 −0,92
2026-01-30 13F Us Bancorp \de\ 180 387 −0,99 54 516 0,51
2026-01-14 13F Acropolis Investment Management, LLC 12 359 −2,71 3 734 6,14
2026-01-08 13F Regent Peak Wealth Advisors LLC 1 295 −2,26 391 −0,76
2026-01-21 13F Capital Advisory Group Advisory Services, LLC 1 105 3,27 334 4,72
2026-02-02 13F Bay Harbor Wealth Management, LLC 20 6
2026-02-10 13F Rothschild Investment Llc 375 −16,67 113 −15,04
2026-02-17 13F Northern Trust Corp 25 923 −32,19 7 832 −31,17
2026-01-14 13F Eastern Bank 200 62,60 60 66,67
2026-01-22 13F Willis Johnson & Associates, Inc. 1 971 0,00 595 1,54
2026-01-23 13F BSW Wealth Partners 3 315 −0,96 1 002 0,50
2026-01-23 13F Stanich Group LLC 4 449 −5,34 1 346 −3,79
2026-01-20 13F Toth Financial Advisory Corp 73 22
2026-02-13 13F Golden State Wealth Management, LLC 913 −17,30 276 −16,16
2026-01-22 13F Elm3 Financial Group, LLC 2 861 864
2026-02-05 13F Mesirow Financial Investment Management, Inc. 680 −19,91 205 −18,65
2026-01-28 13F Investmark Advisory Group LLC 3 782 0,21 1 143 1,69
2026-02-06 13F McKinley Carter Wealth Services, Inc. 10 524 −3,68 3 179 −2,21
2026-03-02 13F Bank Of Hawaii 4 013 −2,36 1 212 −0,90
2025-10-28 13F MAS Advisors LLC 1 210 −2,34 360 4,96
2026-01-26 13F JNBA Financial Advisors 375 0,00 113 1,80
2026-02-27 13F Strategic Investment Solutions, Inc. /IL 1 617 −42,82 489 −41,97
2026-01-26 13F Jacobsen Capital Management 40 306 −0,27 12 177 1,23
2026-02-10 13F Ark & Tlk Investments, Llc 1 099 0,00 332 1,53
2026-02-12 13F Hamilton Point Investment Advisors, LLC 0 −100,00 0
2026-01-09 13F Friday Financial 4 260 46,95 1 287 49,19
2026-02-02 13F Chapman Financial Group, Llc 283 0,00 85 1,19
2026-02-09 13F Clearwater Capital Advisors, LLC 1 467 −1,01 443 0,45
2026-02-02 13F Woodard & Co Asset Management Group Inc /adv 5 2
2026-02-12 13F Connecticut Wealth Management, LLC 0 −100,00 0
2026-02-03 13F Wesbanco Bank Inc 12 073 −8,96 3 647 −7,58
2026-01-05 13F Park Avenue Securities Llc 4 829 2,18 1 0,00
2026-01-29 13F Simon Quick Advisors, Llc 5 436 −2,05 1 642 −0,55
2025-11-07 13F Synovus Financial Corp 6 188 5,63 1 847 13,53
2026-01-27 13F Clark Asset Management, LLC 1 301 46,34 393 48,86
2026-02-17 13F SageView Advisory Group, LLC 705 −18,87 213 −17,83
2026-02-10 13F DiMeo Schneider & Associates, L.L.C. 2 601 12,35 786 13,77
2026-01-28 13F Accretive Wealth Partners, LLC 3 247 −4,56 981 −3,16
2026-02-13 13F Brown Advisory Inc 27 562 51,02 8 327 53,31
2026-02-03 13F BHK Investment Advisors, LLC 91 558 9,75 27 661 11,41
2025-11-12 13F CIBC Bancorp USA Inc. 54 799 16 309
2026-02-13 13F Total Wealth Planning, Llc 4 329 −93,67 1 308 −93,58
2026-02-03 13F Strategic Wealth Advisors LLC 23 848 7
2026-02-03 13F NewEdge Wealth, LLC 3 296 16,96 996 17,33
2026-02-09 13F Fisher Asset Management, LLC 1 127 341
2026-02-09 13F Blue Bell Private Wealth Management, Llc 66 0,00 20 0,00
2026-02-06 13F TPG Financial Advisors, LLC 874 1,86 264 3,14
2026-02-09 13F Waystone Advisors Llc 3 472 1 049
2026-02-12 13F Compass Capital Corp /ma/ /adv 1 123 −6,57 359 −1,10
2026-02-17 13F TCG Advisory Services, LLC 898 271
2026-01-28 13F WPG Advisers, LLC 790 0,89 239 2,15
2026-02-10 13F TAGStone Capital, Inc. 12 218 1,08 3 691 2,44
2026-01-23 13F Gemmer Asset Management LLC 15 883 0,00 4 798 1,50
2026-02-17 13F Advisory Services Network, LLC 19 407 2,36 5 863 3,92
2026-02-17 13F Alliancebernstein L.p. 21 461 4,72 6 484 6,30
2026-02-17 13F Quantinno Capital Management LP 19 131 51,71 5 780 53,98
2026-01-28 13F EPG Wealth Management LLC 176 −2,22 53 0,00
2026-02-04 13F Rinkey Investments 2 066 0,00 624 1,63
2026-01-26 13F BLB&B Advisors, LLC 3 430 27,18 1 036 29,18
2025-11-06 13F Blume Capital Management, Inc. 0 −100,00 0 −100,00
2026-02-17 13F Garden State Investment Advisory Services LLC 1 335 −2,41 403 −0,98
2026-01-08 13F Gladwyn Financial Advisors, Inc. 35 564 0,46 10 744 1,98
2026-01-27 13F Keeler & Nadler Financial Planning & Wealth Management 6 683 −1,20 2 019 0,25
2026-01-15 13F Jamison Private Wealth Management, Inc. 1 507 7,80 455 9,64
2025-10-08 13F Old Point Trust & Financial Services N A 0 −100,00 0 −100,00
2026-01-27 13F Keystone Financial Services, LLC 2 659 0,72 803 2,29
2026-01-29 13F Courier Capital Llc 1 535 −1,16 464 0,22
2026-01-23 13F Curbstone Financial Management Corp 12 540 −0,63 3 788 0,88
2025-11-07 13F Sierra Ocean, Llc 0 −100,00 0 −100,00
2026-01-26 13F Marion Wealth Management 34 632 1,22 11 208 10,06
2026-01-28 13F Key Client Fiduciary Advisors, LLC 1 751 −0,34 529 1,15
2026-01-26 13F Private Trust Co Na 804 −19,92 243 −18,79
2025-11-14 13F Cubist Systematic Strategies, LLC Put 18 100 −49,30 5 387 −45,52
2026-02-10 13F Shepherd Financial Partners LLC 1 841 0,00 556 1,65
2026-01-20 13F Savvy Advisors, Inc. 2 165 70,47 654 73,02
2025-10-20 13F Miracle Mile Advisors, LLC 0 −100,00 0
2025-11-14 13F Cubist Systematic Strategies, LLC Call 2 200 −90,27 655 −89,55
2026-02-13 13F Northwest Bancshares, Inc. 2 190 −6,65 662 −5,30
2026-02-13 13F Wealth Dimensions Group, Ltd. 669 −5,77 202 −4,27
2026-01-12 13F Daymark Wealth Partners, Llc 1 920 −11,07 580 −9,66
2026-01-27 13F Werba Rubin Papier Wealth Management 6 506 3,73 1 966 5,31
2026-02-02 13F Legacy Edge Advisors, LLC 3 855 1 165
2026-02-10 13F JMG Financial Group, Ltd. 935 −2,40 282 −1,05
2026-01-23 13F Bellevue Asset Management, Llc 205 0,00 62 0,00
2026-01-28 13F Cornerstone Advisory, LLC 13 456 −1,75 4 065 −0,27
2026-01-29 13F Facet Wealth, Inc. 919 24,19 296 34,55
2026-01-20 13F Hanson & Doremus Investment Management 270 3,45 0
2026-01-27 13F Regions Financial Corp 755 6,04 228 8,06
2026-02-09 13F Solutions 4 Wealth, Ltd 2 058 −13,38 622 −12,16
2026-02-12 13F Summit Financial, LLC 20 147 3,80 6 087 5,37
2026-01-21 13F Ccg Wealth Management, Llc 2 142 0,00 647 1,57
2026-02-12 13F Philadelphia Trust Co 783 0,00 0
2026-01-08 13F Agate Pass Investment Management, LLC 1 523 21,74 460 23,66
2026-02-09 13F Hartland & Co., LLC 1 323 −12,62 400 −11,33
2026-02-11 13F MCF Advisors LLC 34 0,00 10 0,00
2026-02-02 13F Sagace Wealth Management LLC 5 576 −2,16 1 685 −0,71
2026-02-17 13F Cardiff Park Advisors, Llc 1 362 0,29 411 1,73
2026-02-05 13F Cornerstone Wealth Management, LLC 11 326 −1,84 3 422 −0,35
2026-02-10 13F IFG Advisory, LLC 2 013 608
2026-02-10 13F Novak & Powell Financial Services, Inc. 0 −100,00 0
2026-01-26 13F PFG Investments, LLC 1 254 5,64 379 7,08
2026-01-23 13F Legacy Bridge, LLC 502 0,00 152 1,34
2026-02-13 13F Arkadios Wealth Advisors 2 479 37,95 749 40,26
2026-01-26 13F Phillips Financial Management, Llc 349 0,00 105 1,94
2025-10-24 13F rebel Financial LLC 0 −100,00 2 889 2,63
2026-01-07 13F Noble Family Wealth, LLC 8 988 −1,37 2 715 0,11
2026-01-27 13F Friedenthal Financial 7 0,00 2 0,00
2026-01-15 13F Fifth Third Wealth Advisors LLC 1 263 14,09 382 15,81
2026-02-13 13F Granville Capital, Inc. 24 063 7 270
2026-02-17 13F Fmr Llc 63 983 13,34 19 330 15,05
2026-02-02 13F Robertson Stephens Wealth Management, LLC 30 650 7,82 9 260 9,29
2026-02-13 13F Morgan Stanley 1 882 603 −2,54 568 754 −1,07
2026-02-13 13F McAdam, LLC 77 204 4,25 23 324 5,82
2026-01-13 13F Presilium Private Wealth, Llc 52 374 2,92 15 823 4,48
2026-01-27 13F Sterling Financial Planning, Inc. 8 259 1,16 2 495 2,72
2026-02-03 13F Sequoia Financial Advisors, LLC 10 280 −11,61 3 106 −10,29
2026-02-09 13F CBIZ Investment Advisory Services, LLC 156 0,00 47 2,17
2026-02-17 13F Glenmede Trust Co Na 37 839 79,54 11 432 115,44
2026-01-08 13F Kure Advisory, LLC 4 033 9,30 1 218 10,93
2026-01-23 13F Ritholtz Wealth Management 1 730 −5,05 523 −3,69
2026-01-29 13F Quadcap Wealth Management, LLC 6 156 −0,44 1 860 1,03
2026-01-26 13F Cwm, Llc 115 034 121,71 35 126,67
2026-03-16 13F John A. Wolfe & Associates, Inc. 2 197 664
2026-01-27 13F Belpointe Asset Management LLC 4 780 2,73 1 444 4,34
2026-02-09 13F Arrow Investment Advisors, LLC 2 257 682
2026-01-14 13F Cypress Wealth Services, LLC 1 035 313
2026-02-13 13F Beacon Financial Advisory LLC 1 673 −0,36 505 1,20
2026-01-07 13F Magnus Financial Group LLC 2 419 0,37 731 1,81
2026-01-15 13F Arcadia Investment Advisors Llc 747 −7,78 226 −6,64
2026-02-17 13F Qube Research & Technologies Ltd 489 148
2026-02-02 13F PKS Advisory Services, LLC 4 009 0,12 1 211 1,68
2026-02-14 13F American Trust 3 948 6,93 1 193 8,56
2026-02-04 13F Tsfg, Llc 2 249 0,04 1
2026-02-11 13F Strategic Financial Partners, Ltd. 3 684 −2,26 1 113 −0,71
2026-02-11 13F Tiaa Trust, National Association 430 614 −8,14 130 094 −6,75
2026-01-07 13F Harbour Capital Advisors, LLC 6 686 0,00 2 053 1,89
2026-01-27 13F Meritage Portfolio Management 15 374 −3,55 4 645 −2,11
2026-01-13 13F Capital Investment Advisors, LLC 1 247 −1,34 377 0,00
2026-01-12 13F AllSquare Wealth Management LLC 13 0,00 4 0,00
2026-01-27 13F Richards, Merrill & Peterson, Inc. 371 0,00 112 1,82
2026-02-05 13F Rossmore Private Capital 833 −0,24 252 1,21
2026-02-13 13F Excelsior Advisor Network LLC 770 233
2026-01-15 13F MEMBERS Trust Co 16 250 −20,06 4 909 −18,85
2026-01-20 13F Tritonpoint Wealth, Llc 5 040 −12,27 1 523 −11,10
2026-01-27 13F Godsey & Gibb Associates 345 0,00 104 1,96
2026-02-17 13F Raymond James Financial Inc 515 020 14,19 155 593 15,91
2026-01-20 13F AdvisorNet Financial, Inc 2 322 −3,89 701 −2,50
2026-01-21 13F Sunburst Financial Group, LLC 3 908 0,05 1 181 1,55
2026-02-10 13F Evolution Wealth Management Inc. 24 0,00 7 0,00
2026-01-21 13F McNamara Financial Services, Inc. 2 376 −4,77 718 −3,37
2026-01-09 13F Lwm Advisors Inc 942 0,00 285 1,43
2026-01-15 13F Brookstone Capital Management 8 879 −8,25 2 682 −6,87
2026-02-17 13F Wiley Bros.-aintree Capital, Llc 21 902 6,61 6 614 8,18
2026-01-09 13F Dopkins Wealth Management, Llc 23 998 −1,03 7 250 0,46
2026-01-15 13F Lodestone Wealth Management LLC 16 5
2026-01-23 13F Sage Mountain Advisors LLC 5 718 3,03 1 727 4,60
2026-01-05 13F Trust Co of the South 28 063 2,79 8 478 4,34
2026-01-12 13F VisionPoint Advisory Group, LLC 2 877 −5,92 869 −4,51
2026-01-07 13F Gilbert & Cook, Inc. 1 242 −0,32 375 1,35
2026-01-28 13F REDW Wealth LLC 752 0,00 227 1,79
2026-02-02 13F Wells Financial Advisors INC 731 −40,91 221 −40,22
2026-02-12 13F BRYN MAWR TRUST Co 1 269 −1,40 383 0,00
2026-02-04 13F Rockbridge Investment Management, LCC 1 858 −0,80 561 0,72
2026-02-12 13F Atlantic Family Wealth, Llc 4 308 1,80 1 302 3,34
2026-01-23 13F Diversify Advisory Services, LLC 2 710 1,80 881 9,18
2026-01-21 13F Five Pine Wealth Management 724 −0,28 219 1,40
2026-02-13 13F Pine Valley Investments Ltd Liability Co 2 113 −0,70 638 0,79
2026-02-12 13F McMillan Office, Inc. 4 324 1 306
2026-01-28 13F Morton Brown Family Wealth, LLC 38 −22,45 11 −21,43
2026-02-13 13F Prudential Financial Inc 21 389 −5,25 6 526 −2,87
2026-02-17 13F Pw Advisors, Llc \ Fl 826 250
2026-02-18 13F Pacific Excel Wealth Advisors, Inc. 812 245
2026-02-09 13F Strategic Financial Services, Inc, 1 408 13,37 445 20,60
2026-01-15 13F Moody Lynn & Lieberson, Llc 715 0,00 216 1,89
2026-02-04 13F Ameritas Advisory Services, LLC 14 748 461,40 4 456 470,42
2026-02-11 13F Capital Analysts, Inc. 989 −53,39 0
2026-02-17 13F Hurlow Wealth Management Group, Inc. 1 072 0,00 324 1,25
2026-02-12 13F Steward Partners Investment Advisory, Llc 85 981 14,06 25 976 15,78
2026-02-12 13F Grey Fox Wealth Advisors, LLC 0 −100,00 0
2026-02-17 13F Align Financial, LLC 288 817 289
2026-02-03 13F Sigma Investment Counselors Inc 1 741 −3,60 526 −2,23
2026-02-09 13F MSH Capital Advisors LLC 10 373 −0,06 3 134 1,46
2026-02-11 13F Arsenal Capital Advisors LLC 1 277 386
2026-01-20 13F Steel Peak Wealth Management LLC 1 261 −37,61 381 −36,77
2026-02-12 13F IFC & Insurance Marketing, Inc. 7 0
2026-02-13 13F Flow Traders U.s. Llc 947 −84,56 0 −100,00
2026-01-06 13F WealthCare Investment Partners, LLC 3 317 −0,81 1 018 2,00
2026-02-06 13F IFP Advisors, Inc 45 947 0,08 13 881 1,60
2026-02-13 13F Missouri Trust & Investment Co 54 0,00 16 0,00
2025-11-13 13F Strategic Financial Concepts, LLC 0 −100,00 0 −100,00
2025-11-04 13F Wallace Hart LLC 0 −100,00 0 −100,00
2026-01-29 13F Lee Danner & Bass Inc 2 092 −0,05 632 1,61
2026-01-30 13F American Financial & Tax Strategies Inc 10 967 −1,04 3 313 0,45
2026-02-09 13F Smithfield Trust Co 2 086 −11,72 1
2026-02-06 13F Copia Wealth Management 987 −28,17 298 −26,96
2026-02-09 13F Sensible Money, LLC 1 394 0,00 421 1,69
2026-02-03 13F Coston, McIsaac & Partners 4 0,00 0
2026-02-17 13F River's Edge Wealth Management, Llc 3 805 1 199
2026-02-17 13F Royal Bank Of Canada 297 650 7,34 89 923 8,96
2026-02-17 13F Main Street Financial Solutions, LLC 2 119 −39,77 640 −38,81
2025-11-18 13F Kozak & Associates, Inc. 0 −100,00 0
2026-01-29 13F West Bancorporation Inc 1 311 −1,28 396 0,25
2026-02-13 13F SRS Capital Advisors, Inc. 44 380 13 408
2026-02-17 13F Gotham Asset Management, LLC 4 597 12,70 1 389 14,43
2026-01-27 13F Brighton Jones Llc 0 −100,00 0
2026-01-20 13F Independence Bank of Kentucky 447 −3,46 135 −1,46
2026-01-26 13F Austin Wealth Management, LLC 826 262
2026-01-20 13F Trust Co Of Toledo Na /oh/ 400 0,00 121 0,84
2026-02-10 13F Horizon Bancorp Inc /in/ 313 −15,63 0
2026-02-11 13F Gwn Securities Inc. 2 276 14,78 688 15,66
2026-02-18 13F NFP Retirement, Inc. 19 000 92,33 5 740 95,24
2026-01-30 13F Seek First Inc. 14 373 1,12 4 342 2,65
2026-01-20 13F Cooksen Wealth, LLC 5 259 −0,74 1 589 0,76
2026-02-05 13F Td Private Client Wealth Llc 2 951 −0,47 892 1,02
2026-02-11 13F Vestor Capital, Llc 304 84,24 0
2026-02-12 13F Laffer Investments 667 202
2026-01-26 13F Harbor Asset Planning, Inc. 6 112 −6,29 1 848 −4,84
2026-02-03 13F International Assets Investment Management, Llc 1 692 85,12 511 102,78
2026-01-26 13F United Advisor Group, LLC 1 795 0,06 542 1,69
2025-10-14 13F HBK Sorce Advisory LLC 952 291
2026-02-03 13F Cassaday & Co Wealth Management LLC 2 708 0,00 818 1,61
2026-02-06 13F Ferguson Johnson Wealth Management Inc 4 477 1
2026-01-26 13F XY Planning Network, Inc. 2 702 1,20 816 10,42
2026-01-30 13F Archer Investment Corp 127 −11,81 38 −9,52
2026-02-17 13F Tower Research Capital LLC (TRC) 0 −100,00 0
2026-02-13 13F Resources Investment Advisors, LLC. 18 823 −32,61 5 687 −31,60
2026-02-11 13F J.w. Cole Advisors, Inc. 10 176 −0,26 2 820 −7,15
2026-02-02 13F Farmers & Merchants Trust Co of Chambersburg PA 30 498 0,73 9 0,00
2026-02-03 13F RWM Asset Management, LLC 857 0,00 276 7,84
2026-01-29 13F S.A. Mason LLC 1 444 0,00 436 1,63
2026-02-02 13F Avidian Wealth Solutions, LLC 3 076 −0,77 929 0,76
2026-01-21 13F Warner Financial, Inc 12 839 0,46 4 0,00
2026-01-23 13F Meridian Financial, LLC 5 492 −3,51 1 659 −2,01
2026-01-30 13F Laurel Wealth Advisors LLC 33 10
2026-02-17 13F Advisor Group Holdings, Inc. 257 656 −27,95 77 925 −26,42
2026-02-02 13F Mcdonald Partners Llc 1 130 1,80 341 3,33
2026-02-19 13F Michels Family Financial, LLC 0 −100,00 0
2026-01-29 13F Matisse Capital 9 554 0,00 2 886 1,51
2026-02-06 13F Prospect Financial Services LLC 996 0,00 301 1,35
2025-11-13 13F Obsidian Personal Planning Solutions LLC 870 −2,25 264 7,32
2026-01-21 13F Townsend Asset Management Corp /nc/ /adv 6 332 −3,22 1 913 −1,80
2026-01-26 13F Greenwood Capital Associates Llc 9 529 0,96 2 879 2,49
2026-01-06 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 133 093 −0,16 40 179 1,34
2026-02-02 13F Oppenheimer & Co Inc 3 633 5,43 1 098 7,02
2026-02-09 13F Green Square Capital Advisors Llc 3 877 0,44 1 171 9,64
2026-01-20 13F Sanibel Captiva Trust Company, Inc. 1 336 −1,26 404 0,25
2026-01-12 13F CVA Family Office, LLC 10 0,00 3 50,00
2026-02-06 13F Advisory Alpha, LLC 24 799 1,17 7 492 1,39
2026-02-09 13F Frazier Financial Advisors, LLC 55 10,00 17 14,29
2026-02-11 13F SOUTH STATE Corp 182 0,00 55 0,00
2026-01-21 13F Newbridge Financial Services Group, Inc. 26 984 2,95 8 152 4,50
2026-02-02 13F Vawter Financial, Ltd. 52 978 0,84 16 005 2,36
2026-02-11 13F Vermillion Wealth Management, Inc. 366 0,83 111 2,80
2026-02-06 13F Evergreen Wealth Management, LLC 3 559 −4,97 1 075 −3,50
2026-02-12 13F CIBC Private Wealth Group, LLC 75 583 38,42 22 834 40,52
2025-11-10 13F Atlantic Trust, LLC 0 −100,00 0 −100,00
2026-02-06 13F Associated Banc-corp 20 813 2,47 6 288 4,00
2026-02-09 13F Coldstream Capital Management Inc 2 287 −5,10 691 −3,77
2026-02-03 13F Bokf, Na 6 216 −6,99 1 878 −5,58
2026-02-05 13F Duncan Williams Asset Management, LLC 3 030 −3,60 939 0,32
2026-02-10 13F Root Financial Partners, LLC 907 62,25 274 65,06
2026-02-03 13F SBI Securities Co., Ltd. 1 838 −6,51 555 −5,13
2026-02-13 13F TFB Advisors LLC 7 603 −0,39 2 297 −0,73
2026-02-12 13F Vickerman Investment Advisors, Inc. 7 069 −0,17 2 136 1,33
2026-01-12 13F Foster Group, Inc. 885 −4,53 267 −2,91
2026-02-06 13F HighTower Advisors, LLC 337 484 −0,78 101 957 0,72
2025-11-14 13F Imprint Wealth LLC 0 −100,00 0 −100,00
2026-01-23 13F Galvin, Gaustad & Stein, LLC 930 0,00 281 1,45
2026-02-06 13F Fortis Group Advisors, LLC 13 0,00 4 0,00
2026-02-02 13F Verus Financial Partners, Inc. 1 217 0,00 392 8,01
2026-02-12 13F Laurel Oak Wealth Management, Llc 4 342 1 312
2026-01-07 13F Aventura Private Wealth, LLC 25 0,00 8 0,00
2026-02-05 13F Tennessee Valley Asset Management Partners 1 914 −0,47 578 1,05
2026-01-20 13F Family Legacy Financial Solutions, LLC 0 −100,00 0
2026-02-02 13F Holistic Planning, LLC 5 142 11,13 1 553 12,78
2026-01-23 13F Tower View Investment Management & Research LLC 9 803 −10,48 2 961 −9,14
2026-01-23 13F Carnegie Capital Asset Management, LLC 3 514 0,29 1 062 1,82
2026-02-03 13F Milestone Asset Management Group, LLC 8 508 21,32 2 570 23,14
2026-02-06 13F Envestnet Portfolio Solutions, Inc. 2 435 8,41 736 10,03
2026-02-17 13F LaSalle St. Investment Advisors, LLC 1 748 −6,57 1
2026-02-23 13F Mv Capital Management, Inc. 136 0,00 41 10,81
2026-02-03 13F RFG Advisory, LLC 31 610 −0,58 9 550 0,92
2026-02-04 13F Heritage Wealth Management, Inc. /CA/ 8 214 7,02 2 482 8,63
2026-02-18 13F GWM Advisors LLC 109 694 −4,22 33 140 −2,78
2026-02-06 13F Vestmark Advisory Solutions, Inc. 849 256
2026-01-27 13F Fortis Capital Advisors, LLC 4 780 2,73 1 444 4,34
2026-01-15 13F Archford Capital Strategies, LLC 7 783 −3,81 2 351 −2,33
2026-02-23 13F Beaird Harris Wealth Management, LLC 41 0,00 12 0,00
2025-11-05 13F SPC Financial, Inc. 1 985 0,10 591 7,47
2026-01-23 13F DHJJ Financial Advisors, Ltd. 45 0,00 14 0,00
2026-02-10 13F Clarity Capital Advisors, LLC 2 400 18,11 725 20,03
2026-01-26 13F Consolidated Portfolio Review Corp 0 −100,00 0
2026-01-21 13F Mayfair Advisory Group, LLC 4 020 0,40 1 234 3,61
2026-02-10 13F Texas Yale Capital Corp. 22 821 1,97 6 894 3,51
2025-11-25 13F Alexander Labrunerie & Co., Inc. 1 046 7,61 311 15,61
2026-01-26 13F Dynamic Financial Group 758 0,13 229 1,33
2026-01-21 13F Signature Resources Capital Management, LLC 45 50,00 14 62,50
2026-02-14 13F Howe & Rusling Inc 0 −100,00 0
2026-02-04 13F Cascade Wealth Advisors, Inc 4 896 0,00 1 577 6,48
2026-02-10 13F Garde Capital, Inc. 40 640 −0,30 12 278 1,20
2026-02-13 13F Winter & Associates, Inc. 666 201
2026-02-03 13F McIlrath & Eck, LLC 173 0,00 52 1,96
2026-02-06 13F Blackston Financial Advisory Group, LLC 755 9,26 228 11,22
2026-02-04 13F Northeast Investment Management 2 061 0,00 623 1,47
2026-01-14 13F Spire Wealth Management 1 035 0,58 313 1,96
2026-01-20 13F Aspiriant, Llc 4 683 4,23 1 415 5,76
2026-02-04 13F Hallmark Capital Management Inc 5 706 −4,68 1 724 −3,26
2026-02-17 13F Strategic Investment Advisors / MI 27 825 16 561,68 8 412 5,41
2026-01-28 13F Atwood & Palmer Inc 14 0,00 4 0,00
2026-02-17 13F Quest Investment Management Llc 0 −100,00 0 −100,00
2026-02-12 13F Granite Investment Partners, LLC 823 249
2026-01-07 13F Central Pacific Bank - Trust Division 3 0,00 1
2026-02-02 13F KPP Advisory Services LLC 9 924 1,17 2 998 2,71
2026-02-17 13F Ameriprise Financial Inc 413 813 3,20 125 010 4,75
2026-01-22 13F Pinnacle Bancorp, Inc. 1 488 −4,06 450 −2,60
2026-01-28 13F May Barnhard Investments LLC 17 853 1,40 5 394 2,94
2026-01-09 13F Dynamic Advisor Solutions LLC 3 003 −10,55 907 −9,21
2026-01-21 13F Elwood & Goetz Wealth Advisory Group, LLC 1 000 302
2026-02-13 13F Horizon Investment Services, LLC 808 0,00 244 1,67
2026-01-20 13F American National Bank 0 −100,00 0
2026-02-11 13F Strategic Advocates LLC 20 0,00 6 20,00
2026-02-11 13F LPL Financial LLC 909 819 1,11 274 865 2,63
2026-02-09 13F Key FInancial Inc 2 980 5,56 900 6,76
2026-02-06 13F Csenge Advisory Group 2 088 3,11 631 4,65
2026-01-02 13F Global Wealth Strategies & Associates 97 0,00 29 3,57
2025-11-10 13F Dakota Wealth Management 0 −100,00 0 −100,00
2026-02-17 13F Asset Management Group, Inc. 59 347 −0,67 17 929 0,83
2025-10-28 13F American Capital Advisory, LLC 0 −100,00 0 −100,00
2025-11-05 13F Moloney Securities Asset Management, LLC 724 0,00 215 7,50
2026-02-12 13F Schneider Downs Wealth Management Advisors, LP 33 393 1,13 10 088 2,66
2026-02-13 13F Integrity Financial Corp /WA 4 0,00 1 0,00
2026-02-13 13F Gen-Wealth Partners Inc 392 425 11 209,08 1 453 40,70
2026-01-06 13F Davis Investment Partners, LLC 1 326 0,00 407 3,04
2026-02-03 13F Brandywine Oak Private Wealth Llc 1 433 0,00 433 1,41
2025-10-20 13F Brendel Financial Advisors LLC 0 −100,00 0
2026-01-29 13F Atlas Legacy Advisors, LLC 2 363 11,67 714 13,35
2026-02-03 13F Retirement Planning Group 3 830 −0,75 1 157 0,78
2026-02-09 13F White Lighthouse Investment Management Inc. 866 −1,81 262 −0,38
2026-01-12 13F Founders Grove Wealth Partners, Llc 4 713 0,75 1 424 2,23
2026-01-28 13F Confluence Wealth Services, Inc. 817 −2,04 247 −0,81
2026-02-09 13F Coordinated Financial Services, Inc. 2 742 −0,33 828 1,22
2026-02-10 13F Founders Financial Securities Llc 7 169 1,03 2 166 2,56
2026-01-28 13F WMG Financial Advisors, LLC 0 −100,00 0
2026-02-03 13F Falcon Wealth Planning 10 976 −0,43 3 316 1,10
2026-01-29 13F D.a. Davidson & Co. 30 456 5,99 9 201 7,59
2025-10-24 13F Hemington Wealth Management 1 431 −9,49 0
2026-01-21 13F West Paces Advisors Inc. 36 11
2026-02-05 13F Western Wealth Management, LLC 10 682 −2,15 3 227 −0,68
2026-01-09 13F Atlas Brown,Inc. 715 0,00 216 1,89
2026-01-29 13F Klingman & Associates, LLC 4 640 146,15 1 402 149,73
2026-01-23 13F Gilliland Jeter Wealth Management LLC 2 488 0,12 752 1,62
2026-02-14 13F Rockefeller Capital Management L.P. 325 500 −0,37 98 341 1,13
2026-02-17 13F Lazard Asset Management Llc 448 0,00 135 1,50
2026-01-09 13F First Heartland Consultants, Inc. 17 406 0,01 5 258 1,53
2026-02-03 13F Winch Advisory Services, LLC 18 0,00 5 0,00
2026-02-05 13F Dougherty & Associates, LLC 765 231
2026-02-11 13F SlateStone Wealth, LLC 1 703 0,06 1
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