HWM - Howmet Aerospace Inc. Aktier - Aktiekurs, institutionellt ägande, aktieägare (BMV)

Howmet Aerospace Inc.
MX ˙ BMV ˙ US4432011082
Grundläggande statistik
Institutionella ägare 1631 total, 1605 long only, 1 short only, 25 long/short - change of 3,00% MRQ
Genomsnittlig portföljallokering 0.1451 % - change of 6,02% MRQ
Utestående aktier shares (source: Capital IQ)
Institutionella aktier (lång) 381 205 401 - 88,06% (ex 13D/G) - change of −1,17MM shares −0,27% MRQ
Institutionellt värde (lång) $ 72 997 571 USD ($1000)
Institutionellt ägande och aktieägare

Howmet Aerospace Inc. (MX:HWM) har 1631 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 381,205,401 aktier. Största aktieägare inkluderar Vanguard Group Inc, BlackRock, Inc., Jpmorgan Chase & Co, State Street Corp, Price T Rowe Associates Inc /md/, Fmr Llc, Geode Capital Management, Llc, Bank Of America Corp /de/, Massachusetts Financial Services Co /ma/, and Norges Bank .

Howmet Aerospace Inc. (BMV:HWM) 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%.

MX:HWM / Howmet Aerospace Inc. 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

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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 State Of Michigan Retirement System 105 245 −3,48 21 577 0,84
2026-01-20 13F Toth Financial Advisory Corp 925 2,78 190 7,39
2026-02-06 13F Fi3 FINANCIAL ADVISORS, LLC 1 121 −1,58 230 2,69
2026-02-17 13F Lazard Asset Management Llc 6 551 371,29 1 343 393,75
2026-01-21 13F Fulton Breakefield Broenniman Llc 128 146 −1,28 26 272 3,14
2026-02-13 13F Cladis Investment Advisory, LLC 1 666 0,00 342 4,60
2025-09-26 NP FLCSX - Fidelity Large Cap Stock Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 35 284 −0,05 6 343 29,69
2026-01-21 13F Clayton Financial Group LLC 25 5
2026-02-13 13F Colony Group, LLC 51 110 108,65 10 478 117,95
2026-02-17 13F Tcw Group Inc 6 106 1 252
2026-02-12 13F Commonwealth Equity Services, Llc 166 721 −4,88 34 181 100 432,35
2026-02-13 13F JustInvest LLC 52 042 −1,79 10 670 2,58
2026-01-26 13F Provenance Wealth Advisors, LLC 38 0,00 8 0,00
2026-02-17 13F Fmr Llc 15 501 464 −4,69 3 178 110 −0,42
2026-02-12 13F BRYN MAWR TRUST Co 5 473 0,24 1 122 4,76
2026-02-13 13F Walleye Trading LLC Put 13 900 −50,88 2 850 −48,69
2026-01-27 13F Deroy & Devereaux Private Investment Counsel Inc 134 066 −5,12 27 0,00
2026-02-13 13F Walleye Trading LLC Call 46 000 303,51 9 431 321,55
2025-11-14 13F Binnacle Investments Inc 171 0,00 34 6,45
2026-02-17 13F DV Trading LLC 400 82
2026-02-02 13F CENTRAL TRUST Co 6 894 −7,28 1 413 −3,09
2026-02-02 13F Caisse Des Depots Et Consignations 6 395 0,00 1 311 4,55
2026-02-13 13F Walleye Trading LLC 5 000 −78,88 1 025 −77,93
2026-02-20 13F Kovitz Investment Group Partners, LLC 101 138 −11,40 20 735 −7,43
2026-01-12 13F CVA Family Office, LLC 573 −5,13 117 −0,85
2026-02-10 13F Core Wealth Advisors, Llc 103 21
2026-02-13 13F Sienna Gestion 34 335 0,00 7 100 15,58
2025-11-20 13F Wbi Investments, Inc. 0 −100,00 0 −100,00
2026-02-04 13F Bensler, LLC 0 −100,00 0
2025-10-30 13F Traub Capital Management LLC 0 −100,00 0 −100,00
2026-02-04 13F HighPoint Advisor Group LLC 25 824 −2,80 5 295 1,55
2026-02-11 13F Illinois Municipal Retirement Fund 5 130 −43,14 1 052 −40,62
2025-11-10 13F Waratah Capital Advisors Ltd. 0 −100,00 0
2026-01-09 13F Graves-Light Private Wealth Management, Inc. 1 620 0,00 332 4,73
2026-02-03 13F Crossmark Global Holdings, Inc. 29 700 44,22 6 089 50,68
2025-11-13 13F Arrowstreet Capital, Limited Partnership 0 −100,00 0
2026-01-13 13F Argentarii, LLC 8 781 −0,01 1 800 4,47
2026-02-10 13F Principia Wealth Advisory, LLC 32 33,33 7 50,00
2026-01-20 13F Perpetual Ltd 1 018 −7,62 209 −3,70
2025-11-14 13F Eqis Capital Management, Inc. 0 −100,00 0
2026-02-11 13F Fjarde Ap-fonden /fourth Swedish National Pension Fund 79 453 −3,99 16 289 101 706,25
2026-01-26 13F Chicago Capital, LLC 1 185 0,34 243 4,76
2025-09-29 NP XYLG - Global X S&P 500 Covered Call & Growth ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 413 −8,63 74 19,35
2026-02-11 13F Vermillion Wealth Management, Inc. 2 0
2025-09-26 NP Two Roads Shared Trust - Anfield Enhanced Market ETF 4 633 833
2026-02-17 13F Brevan Howard Capital Management LP 6 530 332,45 1 339 352,03
2026-02-05 13F Tucker Asset Management Llc 27 6
2026-02-11 13F Rise Advisors, LLC 0 −100,00 0
2026-02-04 13F Asahi Life Asset Management Co., Ltd. 2 595 0,97 532 5,56
2026-02-13 13F Marshall Wace, Llp 2 143 439
2025-09-29 NP HCMT - Direxion HCM Tactical Enhanced US ETF 3 004 22,91 540 59,76
2026-02-13 13F Marshall Wace, Llp Put 500 103
2025-09-26 NP SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1 104 914 224,07 18 860 320,42
2026-02-10 13F Ellevest, Inc. 2 274 14,04 466 19,18
2026-02-17 13F DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0 −100,00 0
2025-11-17 13F IMS Capital Management 1 468 0,00 288 5,49
2026-01-29 13F Dunhill Financial, LLC 65 6,56 13 18,18
2026-01-23 13F Sumitomo Mitsui Trust Holdings, Inc. 943 884 −3,40 193 515 0,93
2026-01-30 13F Folger Nolan Fleming Douglas Capital Management, Inc 1 911 0,00 392 4,55
2026-02-17 13F Mercer Global Advisors Inc /adv 28 547 34,39 5 309 27,38
2026-02-05 13F Mesirow Financial Investment Management, Inc. 15 430 −2,67 3 164 1,67
2026-01-22 13F City Holding Co 276 57
2026-01-14 13F Tradewinds Capital Management, LLC 152 0,00 31 6,90
2025-11-17 13F Castleark Management Llc 0 −100,00 0
2025-11-14 13F/A Elliott Investment Management L.P. 0 −100,00 0 −100,00
2026-01-16 13F First Community Trust Na 200 0,00 41 5,13
2026-01-30 13F Strategic Blueprint, LLC 5 071 0,28 1 040 4,74
2025-11-14 13F Strategic Wealth Partners, Ltd. 4 0,00 1
2026-02-11 13F XML Financial, LLC 2 944 38,35 604 44,60
2025-09-26 NP FLCPX - Fidelity SAI U.S. Large Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 105 677 −12,96 18 998 12,92
2026-01-12 13F Sax Wealth Advisors, Llc 1 935 397
2025-09-26 NP TILIX - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 224 447 1 587,57 40 349 2 089,26
2026-02-12 13F Longbow Finance SA 40 397 0,00 8 282 4,48
2026-02-12 13F Raiffeisen Bank International AG 4 951 0,00 1 029 8,21
2025-11-07 13F Synovus Financial Corp 1 520 298
2026-01-27 13F Regions Financial Corp 3 172 −10,24 650 −6,20
2025-09-26 NP SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1 50 343 −32,01 9 050 −11,79
2026-02-13 13F Rafferty Asset Management, LLC 92 730 0,32 19 012 4,82
2026-01-30 13F Oakworth Capital, Inc. 347 0,00 71 4,41
2025-11-14 13F Wetherby Asset Management Inc 8 546 7,15 1 677 12,94
2025-12-01 13F CMC Financial Group 0 −100,00 0
2026-02-09 13F Carl P. Sherr & Co., LLC 1 799 374
2025-09-26 NP BRNY - Burney U.S. Factor Rotation ETF 62 999 −46,17 11 325 −30,17
2026-02-04 13F Swiss Life Asset Management Ltd 145 822 22,67 29 896 28,17
2026-02-12 13F Loomis Sayles & Co L P 19 415 2 537,91 3 980 2 663,89
2025-09-26 NP INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Global Equity Net Zero ETF 1 402 252
2025-12-15 13F FNY Investment Advisers, LLC 0 −100,00 0 −100,00
2026-01-14 13F Nova Wealth Management, Inc. 74 0,00 15 7,14
2026-01-28 13F Mowery & Schoenfeld Wealth Management, LLC 6 0,00 1 0,00
2025-11-13 13F Pinpoint Asset Management (Singapore) Pte. Ltd. 0 −100,00 0 −100,00
2026-02-09 13F Severin Investments, LLC 4 709 8,78 966 13,66
2026-02-10 13F Eurizon Capital SGR S.p.A. 36 329 7 453
2026-02-13 13F RH Tailwind Management, LLC Put 70 000 14 351
2026-02-13 13F RH Tailwind Management, LLC Call 30 000 6 151
2025-09-24 NP TOK - iShares MSCI Kokusai ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 215 4,56 218 35,40
2025-09-25 NP GAOAX - JPMorgan Global Allocation Fund Class A 36 412 369,71 6 546 509,40
2025-09-26 NP ALMRX - Alger MidCap Growth Institutional Fund Class I 6 694 1 203
2025-09-25 NP THMAX - Thrivent Moderate Allocation Fund Class A 5 971 −64,62 1 073 −54,11
2026-01-30 13F R Squared Ltd 2 144 −13,96 440 −10,22
2026-02-13 13F MAI Capital Management 21 422 −3,58 4 392 0,73
2026-02-13 13F Acumen Wealth Advisors, LLC 120 25
2026-02-13 13F Walleye Capital LLC Put 24 100 −52,18 4 941 −50,05
2026-02-13 13F Walleye Capital LLC 8 410 2 067,53 1 724 2 168,42
2026-02-03 13F Gateway Investment Advisers Llc 2 343 38,56 480 45,02
2026-02-13 13F Walleye Capital LLC Call 15 200 −56,20 3 116 −54,24
2026-02-12 13F Principal Securities, Inc. 7 573 14,36 1 553 19,48
2026-01-20 13F AdvisorNet Financial, Inc 803 110,21 165 121,62
2026-01-15 13F Nikulski Financial, Inc. 1 000 205
2026-02-11 13F Los Angeles Capital Management Llc 1 174 072 −5,59 236 893 −2,93
2026-01-23 13F KG&L Capital Management,LLC 2 852 16,84 585 22,18
2026-02-17 13F EFG International AG 30 584 6 271
2026-02-09 13F Huntington National Bank 2 912 18,09 597 23,60
2026-01-14 13F Generali Investments CEE, investicni spolecnost, a.s. 2 599 533
2025-09-29 NP HIBL - Direxion Daily S&P 500(R) High Beta Bull 3X Shares 1 900 −10,76 342 15,59
2026-01-12 13F Certified Advisory Corp 8 260 26,53 1 693 32,16
2026-01-21 13F Sound Income Strategies, LLC 125 66,67 28 100,00
2026-02-24 13F Bell Investment Advisors, Inc 159 39,47 33 45,45
2026-01-14 13F Eastern Bank 4 932 0,04 1 011 4,55
2025-09-29 NP AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 220 746 −7,98 39 684 19,38
2026-02-12 13F Federated Hermes, Inc. 1 561 474 45,48 320 133 52,00
2026-02-13 13F Smartleaf Asset Management LLC 12 700 19,15 2 639 29,05
2026-02-13 13F SYM FINANCIAL Corp 2 014 −0,54 413 3,78
2026-02-06 13F Envestnet Portfolio Solutions, Inc. 15 798 3,72 3 239 8,37
2026-02-09 13F Fisher Asset Management, LLC 3 879 47,60 795 54,37
2026-01-30 13F Sigma Planning Corp 1 767 −64,32 384 −60,45
2025-09-26 NP NULG - Nuveen ESG Large-Cap Growth ETF This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 0 −100,00 0 −100,00
2026-01-20 13F Independence Bank of Kentucky 57 −83,33 12 −83,58
2026-02-04 13F Paradigm Asset Management Co Llc 600 0,00 123 5,13
2026-01-20 13F Trust Co Of Toledo Na /oh/ 5 968 0,00 1 224 4,44
2026-01-23 13F Steigerwald, Gordon & Koch Inc. 79 12,86 16 23,08
2026-02-14 13F Frec Markets, Inc. 3 086 633
2025-09-24 NP SNXFX - Schwab 1000 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 131 739 −0,41 23 683 29,19
2026-02-10 13F David R. Rahn & Associates Inc. 1 708 350
2025-11-12 13F Proficio Capital Partners LLC 0 −100,00 0
2026-01-15 13F Fifth Third Wealth Advisors LLC 4 645 −2,44 952 1,93
2026-02-18 13F EP Wealth Advisors, Inc. 4 753 38,61 974 52,66
2026-02-17 13F D. E. Shaw & Co., Inc. Put 8 400 1 722
2026-02-04 13F Tsfg, Llc 403 0,00 0
2026-02-06 13F Resona Asset Management Co.,Ltd. 115 714 −4,78 23 815 0,23
2026-02-13 13F Banco Santander, S.A. 15 149 −5,35 3 106 −1,11
2026-02-17 13F D. E. Shaw & Co., Inc. Call 5 900 −31,40 1 210 −28,33
2026-02-17 13F D. E. Shaw & Co., Inc. 129 797 7,06 26 611 11,85
2026-02-17 13F Aquatic Capital Management LLC 0 −100,00 0
2025-11-14 13F S&t Bank/pa 0 −100,00 0
2025-09-25 NP Dfa Investment Trust Co - The U.s. Large Cap Value Series This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 0,00 0
2026-01-30 13F Interchange Capital Partners, LLC 2 968 31,97 608 37,87
2026-02-12 13F IFC & Insurance Marketing, Inc. 849 0
2026-02-13 13F Rhumbline Advisers 798 086 −0,95 163 623 3,48
2026-02-10 13F Moors & Cabot, Inc. 1 329 2,63 272 7,09
2026-01-30 13F Ares Financial Consulting, LLC 179 37
2025-09-25 NP DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 314 646 0,00 56 564 29,72
2026-02-02 13F Ashton Thomas Securities, Llc 5 202 −2,60 1 067 1,72
2026-02-11 13F Fox Run Management, L.l.c. 2 384 489
2026-02-06 13F IFP Advisors, Inc 2 947 5,85 604 10,62
2026-02-17 13F Freestone Grove Partners LP 331 148 25,94 67 892 31,58
2025-09-26 NP ULPIX - Ultrabull Profund Investor Class 902 11,77 162 45,95
2026-02-11 13F West Family Investments, Inc. 1 713 23,15 351 29,04
2026-02-17 13F Man Group plc 238 018 −5,59 48 798 −1,36
2026-02-05 13F AlphaCore Capital LLC 1 749 17,78 359 23,02
2026-01-23 13F Whitener Capital Management, Inc. 1 934 0,00 397 4,49
2026-01-29 13F D.a. Davidson & Co. 14 969 0,85 3 069 5,39
2025-09-26 NP IMCB - iShares Morningstar Mid-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 38 013 1,73 6 834 31,96
2026-02-13 13F Toroso Investments, LLC 13 506 22,60 2 769 28,14
2025-10-15 13F Stephens Consulting, LLC 0 −100,00 0 −100,00
2025-11-20 13F Maven Securities LTD Call 0 −100,00 0 −100,00
2025-11-20 13F Maven Securities LTD Put 0 −100,00 0 −100,00
2026-02-13 13F Neuberger Berman Group LLC 644 096 6,41 132 053 11,17
2026-02-17 13F Sterling Wealth Management, Inc. 1 118 0,00 229 4,57
2025-09-29 NP PEXL - Pacer US Export Leaders ETF 1 902 −43,05 342 −26,19
2026-02-13 13F Alcosta Capital Management, Inc. 23 732 4 866
2025-09-23 NP CFIPX - QS Global Equity Fund Class A 18 661 0,00 3 355 29,70
2025-09-26 NP SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 9 155 −11,52 1 646 14,79
2026-01-28 13F Key Client Fiduciary Advisors, LLC 4 449 0,02 912 4,59
2025-09-29 NP PBP - Invesco S&P 500 BuyWrite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 155 76,64 387 128,99
2026-02-12 13F Keel Point, LLC 3 073 1,25 630 5,88
2025-09-29 NP DUBS - Aptus Large Cap Enhanced Yield ETF 1 273 −1,85 229 27,37
2025-09-29 NP AWGIX - CIBC ATLAS ALL CAP GROWTH FUND Institutional Class Shares 102 932 −1,77 18 504 27,43
2026-01-20 13F Stratos Wealth Partners, LTD. 153 814 −0,05 31 535 4,43
2026-01-22 13F Personal Cfo Solutions, Llc 1 513 8,38 310 13,55
2026-02-17 13F Susquehanna International Group, Llp 56 928 63,85 11 671 71,18
2026-02-17 13F Susquehanna International Group, Llp Put 767 500 56,06 157 353 63,05
2025-09-26 NP SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 5 800 1 043
2026-01-14 13F Centurion Wealth Management LLC 1 490 0,95 306 5,54
2026-02-13 13F Mariner, LLC 70 512 9,36 14 458 14,27
2026-02-06 13F Great Diamond Partners, LLC 1 842 20,47 378 25,67
2026-01-16 13F Tema Etfs Llc 12 364 −0,29 2 535 4,15
2026-02-17 13F Susquehanna International Group, Llp Call 406 100 −28,10 83 259 −24,88
2025-09-25 NP DVRAX - MFS Global Alternative Strategy Fund A 2 541 −2,68 457 26,32
2026-02-13 13F Bridgefront Capital, LLC 5 470 1 121
2026-02-17 13F Snowden Capital Advisors LLC 4 282 25,94 878 31,48
2026-02-13 13F Ariadne Wealth Management, LP 2 386 −20,86 584 −3,79
2025-11-14 13F ICONIQ Capital, LLC 0 −100,00 0 −100,00
2026-02-11 13F Commonwealth Retirement Investments LLC 84 17
2026-01-06 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 1 342 0,00 275 4,56
2026-01-21 13F Raleigh Capital Management Inc. 982 6,74 201 11,67
2026-01-12 13F Kozak & Associates, Inc. 53 0,00 12 10,00
2025-10-24 13F ORG Wealth Partners, LLC 0 −100,00 0 −100,00
2025-09-29 NP AWMIX - CIBC Atlas Mid Cap Equity Fund Institutional Class 196 371 −2,73 35 302 26,19
2026-02-03 13F RFG Advisory, LLC 0 −100,00 0
2026-02-17 13F Ibex Wealth Advisors 37 047 7,79 7 595 12,62
2026-01-13 13F Sendero Wealth Management, LLC 21 726 −2,70 4 454 1,67
2026-02-06 13F ProShare Advisors LLC 83 255 7,72 17 069 12,55
2026-02-05 13F Northwestern Mutual Investment Management Company, Llc 12 846 −0,01 2 634 4,48
2025-09-25 NP TAAAX - Thrivent Aggressive Allocation Fund Class A 24 978 −29,77 4 490 −8,89
2025-11-14 13F Susquehanna Fundamental Investments, Llc 0 −100,00 0
2026-01-07 13F Sovereign Financial Group, Inc. 1 097 7,23 225 12,00
2026-02-17 13F Integrated Advisors Network LLC 1 414 7,61 290 12,45
2025-09-24 NP BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 69 987 0,00 12 582 29,73
2025-09-29 NP PTLC - Pacer Trendpilot US Large Cap ETF 25 074 −10,73 4 508 26,78
2025-11-14 13F Mbb Public Markets I Llc 0 −100,00 0
2026-02-19 13F Invesco Ltd. 7 315 326 −0,71 1 499 788 3,74
2026-02-09 13F Williamson Legacy Group, LLC 10 490 −4,00 2 151 0,28
2025-09-26 NP AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C 128 097 −50,01 23 028 −35,16
2025-09-24 NP BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 104 89,09 19 157,14
2026-01-26 13F Quadrant Private Wealth Management, LLC 2 526 73,01 518 80,77
2026-02-10 13F Argent Trust Co 1 584 −0,44 325 3,85
2026-02-17 13F Maryland State Retirement & Pension System 20 122 0,00 4 125 4,48
2026-02-18 13F State of Tennessee, Treasury Department 137 725 −0,86 28 658 5,12
2026-02-11 13F Picton Mahoney Asset Management 132 595 −9,79 27 185 96 985,71
2025-09-26 NP NUGO - Nuveen Growth Opportunities ETF This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 139 969 0,23 25 162 30,02
2026-02-10 13F Rothschild Investment Llc 1 000 −12,13 205 −8,07
2026-01-26 13F Main Street Group, LTD 0 −100,00 0
2026-02-13 13F Partners Capital Investment Group, Llp 7 200 0,00 1 476 4,53
2026-02-17 13F Advisor Group Holdings, Inc. 186 243 −17,06 38 187 −10,34
2026-02-04 13F Kepler Cheuvreux (Suisse) SA 7 428 26,91 1 523 32,58
2026-02-10 13F Pincus Capital Management, Lp 3 125 641
2026-02-17 13F Raymond James Financial Inc 618 416 −0,18 126 788 4,30
2026-02-05 13F High Note Wealth, LLC 17 466,67 3
2026-02-17 13F Woodline Partners LP 5 932 1 216
2026-01-26 13F JNBA Financial Advisors 3 −91,18 1 −100,00
2026-02-11 13F Janney Montgomery Scott LLC 88 509 22,32 18 28,57
2025-09-26 NP OWTEX - Old Westbury Total Equity Fund 23 640 −19,87 4 250 3,94
2026-03-12 13F Nalls Sherbakoff Group, Llc 0 0
2026-02-17 13F Ninepoint Partners LP 1 349 0,00 277 4,55
2026-02-13 13F William B. Walkup & Associates, Inc. 5 408 −0,13 1 109 4,33
2026-02-10 13F Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 1 872 384
2025-09-23 NP MLAAX - MainStay Large Cap Growth Fund Class A 789 602 −39,71 141 947 −21,79
2026-03-09 13F/A Auto-Owners Insurance Co 7 033 0,00 1 442 4,42
2026-02-10 13F Norges Bank 8 748 895 1 793 698
2026-02-17 13F CWM Advisors, LLC 0 −100,00 0
2026-02-03 13F Kassira Wealth Management LLC 1 144 0,88 235 5,41
2026-02-04 13F Virginia Retirement Systems Et Al 200 800 6,13 41 168 10,89
2026-02-06 13F Creative Financial Designs Inc /adv 1 322 87,52 271 95,65
2026-02-13 13F Level Four Advisory Services, Llc 3 338 −3,02 684 1,33
2026-02-11 13F Cookson Peirce & Co Inc 196 156 −2,50 40 216 1,87
2026-01-23 13F Valley Brook Capital Group, Inc. 1 845 33,70 378 40,00
2026-01-08 13F NorthCrest Asset Manangement, LLC 12 706 −15,65 2 705 −6,21
2026-02-13 13F Kilter Group LLC 47 −2,08 10 0,00
2025-10-24 13F Hemington Wealth Management 339 5,61 0
2026-02-09 13F Shufro Rose & Co Llc 4 110 −1,32 843 4,47
2025-11-04 13F Essex Savings Bank 0 −100,00 0 −100,00
2025-09-26 NP RSEAX - U.S. Strategic Equity Fund Class A 29 544 −42,22 5 311 −25,04
2025-09-25 NP JGLO - JPMorgan Global Select Equity ETF 320 740 57 659
2026-02-03 13F Generali Asset Management SPA SGR 48 107 −4,34 9 863 −0,05
2025-09-24 NP BlackRock ETF Trust - BlackRock Long-Term U.S. Equity ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4 979 7,75 895 39,84
2026-02-12 13F Integrated Quantitative Investments LLC 8 803 29,10 1 805 34,83
2026-02-27 13F Strategic Investment Solutions, Inc. /IL 40 0,00 8 14,29
2026-02-12 13F Xponance, Inc. 104 078 5,43 21 338 10,15
2026-02-10 13F Parkway Wealth Management Group, LLC 13 380 2 743
2025-10-16 13F Park Capital Management, LLC / WI 0 −100,00 0 −100,00
2026-01-13 13F Norden Group Llc 1 156 237
2026-01-15 13F Westend Capital Management LLC 74 496 0,68 15 273 5,19
2026-02-25 13F Mariner Investment Group Llc Put 25 000 19
2025-09-25 NP HELO - JPMorgan Hedged Equity Laddered Overlay ETF 166 426 −0,14 29 918 29,54
2025-11-14 13F PineBridge Investments, L.P. 147 670 1,99 28 977 7,53
2025-11-13 13F FORA Capital, LLC 0 −100,00 0 −100,00
2025-09-26 NP TIGRX - TIAA-CREF Growth & Income Fund Institutional Class 453 318 81 493
2025-09-26 NP LGPIX - Large-cap Growth Profund Investor Class 372 −56,89 67 −44,54
2026-01-09 13F Dynamic Advisor Solutions LLC 1 366 280
2026-01-28 13F Morton Brown Family Wealth, LLC 6 1
2026-02-12 13F Steward Partners Investment Advisory, Llc 20 206 30,15 4 143 35,98
2026-02-17 13F Jain Global LLC 308 381 63 224
2026-01-15 13F Moody Lynn & Lieberson, Llc 10 219 563,57 2 095 593,71
2025-11-06 13F Ing Groep Nv 0 −100,00 0
2026-02-05 13F Center for Financial Planning, Inc. 700 0,00 144 4,38
2026-02-13 13F Seneschal Advisors, LLC 6 0,00 1 0,00
2026-02-13 13F Pinnacle Wealth Planning Services, Inc. 4 507 1,42 924 5,96
2026-02-11 13F Jpmorgan Chase & Co 27 727 872 −3,50 5 684 769 0,83
2025-10-31 13F Symphony Financial, Ltd. Co. 0 −100,00 0 −100,00
2026-02-04 13F Advisor OS, LLC 1 627 47,51 334 54,17
2026-01-15 13F Trust Co 37 19,35 8 16,67
2026-02-17 13F Cetera Investment Advisers 113 700 17,74 23 311 23,01
2026-01-16 13F Crewe Advisors LLC 126 3,28 26 8,70
2026-02-17 13F Cape Investment Advisory, Inc. 7 −46,15 1 −50,00
2026-01-22 13F Financial Consulate, Inc 315 0,00 65 4,92
2026-02-09 13F Atlantic Trust, LLC 215 −4,44 44 0,00
2026-02-17 13F Boothbay Fund Management, Llc 1 985 −21,88 407 −18,47
2026-02-11 13F Allianz Asset Management GmbH 154 816 −41,64 31 740 −39,02
2026-02-11 13F Allianz Asset Management GmbH Put 10 300 −21,37 2 112 −17,86
2026-01-30 13F Us Bancorp \de\ 39 535 −0,33 8 105 4,14
2026-02-11 13F Allianz Asset Management GmbH Call 5 500 −36,05 1 128 −33,20
2026-02-17 13F Tremblant Capital Group 374 175 76 713
2026-02-17 13F Quantitative Investment Management, LLC 7 600 51,03 2
2026-02-23 13F Mv Capital Management, Inc. 160 0,63 33 10,34
2026-02-13 13F Chevy Chase Trust Holdings, Inc. 204 034 −0,95 41 831 3,49
2025-09-25 NP JMOM - JPMorgan U.S. Momentum Factor ETF 37 264 −8,27 6 699 18,99
2026-02-17 13F Credit Agricole S A 155 469 −17,01 31 874 −13,30
2026-02-10 13F DT Investment Partners, LLC 165 0,00 34 3,13
2026-01-09 13F BOS Asset Management, LLC 1 130 −4,40 232 0,00
2026-02-06 13F Covestor Ltd 193 16,27 0
2026-01-20 13F Thurston, Springer, Miller, Herd & Titak, Inc. 453 353,00 93 384,21
2026-02-04 13F MADDEN SECURITIES Corp 7 000 0,00 1 435 4,52
2026-02-05 13F WHI TRUST Co LLC 80 16
2026-02-12 13F Xxi Wealth, Llc 4 680 959
2026-02-17 13F Tudor Investment Corp Et Al Put 2 700 554
2026-02-17 13F Scalar Gauge Management, Llc 0 −100,00 0
2026-02-17 13F Tudor Investment Corp Et Al Call 31 300 6 417
2026-02-17 13F Tudor Investment Corp Et Al 124 900 25 607
2026-02-09 13F Prairie Wealth Advisors, Inc. 0 −100,00 256 3,23
2026-02-13 13F Public Sector Pension Investment Board 0 −100,00 0
2026-01-23 13F Aspect Partners, LLC 66 8,20 14 18,18
2025-09-26 NP SUNAMERICA SERIES TRUST - SA Janus Focused Growth Portfolio Class 1 75 911 −30,51 13 647 −9,86
2026-02-14 13F Rockefeller Capital Management L.P. 59 410 45,51 12 192 52,18
2026-01-15 13F Capital Advisors Inc/ok 1 353 1,20 277 5,73
2026-01-23 13F Sage Mountain Advisors LLC 2 705 −5,29 555 −1,07
2025-09-24 NP SUSA - iShares MSCI USA ESG Select ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 25 453 −2,95 4 576 25,89
2026-02-03 13F Morse Asset Management, Inc 13 704 6,08 2 810 10,85
2026-02-05 13F Avantax Planning Partners, Inc. 3 218 0,09 660 4,60
2026-02-17 13F Jump Financial, LLC 3 093 −51,13 634 −48,91
2026-01-05 13F GAMMA Investing LLC 12 387 7,25 2 540 12,05
2025-09-26 NP FHOFX - Fidelity Series Large Cap Growth Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 27 123 1 521,22 4 876 2 010,39
2026-02-17 13F Northern Trust Corp 3 699 263 −1,61 758 423 2,80
2025-09-29 NP CFMCX - Column Mid Cap Fund 42 208 −18,77 7 348 −16,76
2025-09-24 NP SWLGX - Schwab U.S. Large-Cap Growth Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 50 578 1 616,25 9 092 2 128,43
2026-02-13 13F Centaurus Financial, Inc. 0 −100,00 0
2026-02-12 13F JPL Wealth Management, LLC 0 −100,00 0
2026-01-30 13F State of New Jersey Common Pension Fund D 129 719 −2,48 26 595 1,88
2026-01-23 13F Assetmark, Inc 4 046 −61,90 830 −60,20
2026-02-17 13F Creative Planning 95 096 7,00 19 497 11,80
2026-02-06 13F Reliant Investment Partners, LLC 1 009 207
2026-02-13 13F Bridgewater Associates, LP 65 179 88,22 13 363 96,64
2026-01-29 13F Munich Reinsurance Co Stock Corp in Munich 170 953 −0,11 35 526 5,79
2026-01-22 13F Ifrah Financial Services, Inc. 2 258 −4,36 463 −0,22
2026-01-21 13F SJS Investment Consulting Inc. 1 536 1,86 315 6,44
2026-01-30 13F Rachor Investment Advisory Services, LLC 3 1
2025-10-02 13F Caldwell Trust Co 0 −100,00 0
2026-02-06 13F Vestmark Advisory Solutions, Inc. 23 359 12,49 4 789 17,55
2026-02-10 13F Lido Advisors, LLC 61 043 0,77 12 217 2,77
2026-02-17 13F Fwl Investment Management, Llc 94 0,00 19 5,56
2026-01-21 13F Newbridge Financial Services Group, Inc. 134 0,00 27 3,85
2026-01-20 13F Trust Investment Advisors 0 −100,00 0 −100,00
2026-02-02 13F Danske Bank A/s 482 538 6,09 98 930 10,84
2026-02-10 13F BlackDiamond Wealth Management Inc. 1 104 2,41 249 17,54
2026-02-18 13F GWM Advisors LLC 0 −100,00 0
2025-11-07 13F Sierra Ocean, Llc 0 −100,00 0
2026-01-28 13F Davis Capital Management 4 0,00 1
2026-01-20 13F Savvy Advisors, Inc. 3 084 11,34 632 16,39
2026-02-12 13F Insigneo Advisory Services, Llc 2 074 −10,37 425 −6,39
2026-01-20 13F Signaturefd, Llc 6 440 14,12 1 320 19,24
2026-01-27 13F MASTERINVEST Kapitalanlage GmbH 7 258 288,34 1 508 312,02
2025-09-25 NP PRGSX - T. Rowe Price Global Stock Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 226 800 40 772
2026-01-27 13F GHP Investment Advisors, Inc. 102 21
2025-09-26 NP WLDR - Affinity World Leaders Equity ETF 3 370 23,90 606 60,90
2026-02-13 13F Ausdal Financial Partners, Inc. 1 249 −35,52 256 −32,63
2026-02-11 13F PBU - The Pension Fund of Early Childhood & Youth Educators 8 493 12 911
2026-02-05 13F Navalign, LLC 511 105
2026-02-17 13F Capstone Investment Advisors, Llc Call 0 −100,00 0 −100,00
2026-02-13 13F Towarzystwo Funduszy Inwestycyjnych Pzu Sa 0 −100,00 0
2026-02-17 13F Capstone Investment Advisors, Llc Put 0 −100,00 0 −100,00
2026-01-15 13F Lodestone Wealth Management LLC 23 5
2026-02-06 13F Keystone Financial Group 0 −100,00 0 −100,00
2026-02-06 13F EverSource Wealth Advisors, LLC 2 029 7,70 416 12,47
2026-01-08 13F Occidental Asset Management, LLC 2 752 −0,04 564 4,44
2026-02-13 13F Ostrum Asset Management 17 401 −10,10 3 568 −6,08
2026-01-28 13F Davidson Capital Management Inc. 30 6
2026-02-10 13F Natixis Advisors, L.p. 665 913 2,13 137 7,09
2026-01-22 13F Massachusetts Financial Services Co /ma/ 9 810 474 −15,55 2 011 343 −11,77
2026-02-10 13F Intech Investment Management Llc 57 430 10,65 11 774 15,61
2025-09-24 NP SFLNX - Schwab Fundamental US Large Company Index Fund Institutional Shares This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 35 158 −16,74 6 320 8,00
2025-09-26 NP TOV - JLens 500 Jewish Advocacy U.S. ETF 1 228 22,80 221 59,42
2026-02-04 13F Ameritas Advisory Services, LLC 1 566 6,46 321 11,46
2026-01-16 13F Compagnie Lombard Odier SCmA 1 030 0,00 211 4,46
2026-01-16 13F Trust Co Of Vermont 944 0,64 194 4,89
2026-02-02 13F Sachetta, LLC 49 0,00 10 11,11
2026-02-03 13F Koshinski Asset Management, Inc. 2 345 17,72 481 23,08
2026-01-30 13F Simplicity Wealth,LLC 1 472 17,01 302 22,36
2026-02-17 13F Ameriprise Financial Inc 2 931 527 −18,47 601 019 −14,82
2026-02-04 13F LRI Investments, LLC 648 −10,74 133 −7,04
2026-01-26 13F PDS Planning, Inc 1 788 18,88 367 24,07
2025-09-25 NP DFVEX - U.s. Vector Equity Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4 937 −20,47 888 3,14
2026-01-26 13F Patriot Financial Group Insurance Agency, LLC 12 460 −4,44 2 554 −0,16
2025-11-14 13F Axa S.a. 0 −100,00 0
2026-02-17 13F Coastal Bridge Advisors, LLC 1 479 33,12 303 38,99
2026-02-17 13F Price T Rowe Associates Inc /md/ 16 632 206 26,96 3 410 32,65
2026-01-23 13F Trust Co Of Virginia /va 1 010 207
2026-01-21 13F Western Financial Corp/CA 7 380 −1,36 1 513 3,07
2025-09-26 NP FDMO - Fidelity Momentum Factor ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 14 652 −13,60 2 634 12,04
2026-01-14 13F Clarius Group, LLC 1 862 0,00 382 4,38
2026-02-05 13F Convergence Investment Partners, LLC 5 023 −31,09 1 030 −28,04
2026-02-03 13F Farmers & Merchants Investments Inc 281 0,00 58 3,64
2026-02-17 13F Hilltop Holdings Inc. 6 630 −27,51 1 359 −24,25
2025-09-26 NP FSMDX - Fidelity Mid Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 421 915 4,47 255 618 35,52
2026-01-08 13F True Wealth Design, LLC 1 133 −0,26 232 4,50
2026-01-28 13F DekaBank Deutsche Girozentrale 186 717 0,00 14 −62,86
2026-02-11 13F 111 Capital 2 101 431
2026-02-17 13F Kurv Investment Management LLC 5 136 1 053
2026-01-22 13F Venturi Wealth Management, LLC 2 202 4,66 451 9,47
2026-02-05 13F May Hill Capital, LLC 2 356 76,61 483 85,06
2025-09-26 NP FBCGX - Fidelity Blue Chip Growth K6 Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 270 824 3,99 48 686 34,90
2026-01-30 13F Chapin Davis, Inc. 43 485 −1,57 8 915 2,84
2026-02-17 13F Private Advisor Group, LLC 21 740 28,54 4 457 34,33
2026-02-17 13F Private Advisor Group, LLC Put 200 0,00 0
2026-02-12 13F Pitcairn Co 0 −100,00 0
2025-11-10 13F Monetta Financial Services Inc 0 −100,00 0
2026-02-06 13F HighTower Advisors, LLC 44 547 36,60 9 133 42,71
2026-02-17 13F Banco Bilbao Vizcaya Argentaria, S.a. 0 −100,00 0
2026-02-17 13F Blair William & Co/il 83 935 8,81 17 208 13,69
2026-02-12 13F Colonial Trust Advisors 49 0,00 10 0,00
2026-02-13 13F Pathstone Holdings, LLC 51 569 15,10 10 573 20,26
2026-02-06 13F Cumberland Partners Ltd 42 670 −4,48 8 748 −0,19
2026-02-12 13F Penserra Capital Management LLC 3 876 −0,08 1
2025-09-26 NP SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 1 874 −11,14 337 15,07
2026-02-17 13F Evolve Private Wealth, Llc 16 346 3 351
2025-09-26 NP BKDV - BNY Mellon Dynamic Value ETF 10 743 −58,67 1 931 −46,39
2026-02-13 13F Royal London Asset Management Ltd 242 098 −0,59 49 635 3,86
2026-02-09 13F Legal & General Group Plc 2 416 940 −3,93 495 521 0,37
2026-01-07 13F Impact Capital Partners LLC 1 733 1,52 355 6,29
2026-02-09 13F Cary Street Partners Financial Llc 1 085 52,60 222 59,71
2025-09-26 NP FBGRX - Fidelity Blue Chip Growth Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 195 667 5,89 214 945 37,37
2026-01-16 13F Standard Life Aberdeen plc 344 381 −1,14 70 605 3,88
2026-01-26 13F Valmark Advisers, Inc. 1 055 −4,52 216 0,00
2025-09-26 NP TRPWX - TIAA-CREF Mid-Cap Growth Fund Institutional Class 53 500 −53,86 9 618 −34,47
2026-02-09 13F/A Swedbank AB 249 948 13,86 51 244 18,96
2026-02-12 13F Great Lakes Retirement, Inc. 3 185 653
2026-02-03 13F SBI Securities Co., Ltd. 1 780 −13,51 365 −9,68
2026-01-07 13F Retirement Wealth Solutions LLC 12 140,00 2
2026-02-23 13F Beaird Harris Wealth Management, LLC 9 −25,00 2 −50,00
2026-02-13 13F Inspire Advisors, LLC 6 006 −30,74 1 232 −27,63
2025-11-13 13F Texas Capital Bancshares Inc/tx 14 3
2026-01-12 13F Abound Wealth Management 261 383,33 53 430,00
2026-02-05 13F Bessemer Group Inc 2 149 709 −5,20 441 −0,90
2026-02-17 13F Marin Bay Wealth Advisors, LLC 1 029 211
2025-10-20 13F LifeWealth Investments, LLC 0 −100,00 0 −100,00
2026-01-29 13F Teachers Retirement System Of The State Of Kentucky 31 857 0,00 7 0,00
2026-01-30 13F Kohmann Bosshard Financial Services, LLC 25 5
2026-02-12 13F Swiss National Bank 1 049 384 −5,07 215 145 −0,82
2026-01-21 13F Aaron Wealth Advisors LLC 8 729 7,91 1 790 12,73
2025-09-26 NP PRF - Invesco FTSE RAFI US 1000 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 25 616 −14,72 4 605 10,62
2026-02-17 13F Harvest Investment Services, LLC 35 130 −4,56 7 202 −0,28
2026-01-29 13F Vanguard Group Inc 48 937 802 −0,41 10 033 228 4,05
2026-02-11 13F Deseret Mutual Benefit Administrators 3 344 1,21 686 5,71
2026-01-23 13F Bridgewater Advisors Inc. 1 443 6,49 322 15,83
2026-01-28 13F Grant Street Asset Management, Inc. 2 367 2,51 485 7,06
2025-11-13 13F Vestor Capital, Llc 0 −100,00 0
2025-09-26 NP FBCG - Fidelity Blue Chip Growth ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 78 126 2,10 14 045 32,45
2025-09-29 NP PALC - Pacer Lunt Large Cap Multi-Factor Alternator ETF 5 632 6,69 1 012 51,50
2025-10-09 13F Voya Financial Advisors, Inc. 0 −100,00 0
2026-02-17 13F Prosperity Consulting Group, LLC 3 632 4,46 745 9,09
2026-02-02 13F Truist Financial Corp 53 481 −3,44 10 965 0,88
2026-01-23 13F Patton Fund Management, Inc. 30 035 63,23 6 158 70,55
2026-02-10 13F Godfrey Financial Associates, Inc. 71 15
2025-09-25 NP DFSU - Dimensional US Sustainability Core 1 ETF 6 269 −14,46 1 127 10,94
2026-02-11 13F Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 870 178
2026-02-13 13F L2 Asset Management, LLC 2 011 7,03 412 11,96
2025-09-26 NP JHML - John Hancock Multifactor Large Cap ETF 8 390 0,77 1 508 30,79
2026-02-18 13F Braeburn Wealth Management LLC 4 611 945
2026-02-05 13F Atria Investments Llc 22 821 19,43 4 679 24,78
2026-02-12 13F Triumph Capital Management 381 6,13 78 11,43
2026-02-13 13F Mml Investors Services, Llc 72 176 −5,80 14 798 −1,58
2026-01-27 13F Forum Financial Management, LP 3 532 −31,24 724 −28,27
2025-09-26 NP FCLAX - Fidelity Advisor Industrials Fund Class A This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 251 458 3,54 45 205 34,32
2026-02-13 13F PCM Encore, LLC 2 860 586
2025-11-14 13F Wolverine Trading, Llc 1 188 228
2026-01-12 13F Benin Management CORP 1 398 4,95 287 9,58
2025-11-14 13F Wolverine Trading, Llc Call 124 300 −25,92 23 856 −23,11
2025-11-14 13F Wolverine Trading, Llc Put 70 000 13,82 13 434 18,14
2026-02-10 13F Founders Financial Securities Llc 1 172 240
2026-02-17 13F Kemnay Advisory Services Inc. 159 33
2026-02-09 13F Fidelis Capital Partners, LLC 1 738 2,90 356 7,55
2026-02-13 13F Quattro Advisors LLC 14 3
2026-02-13 13F Y-Intercept (Hong Kong) Ltd 13 463 330,82 2 760 350,24
2026-02-13 13F Alberta Investment Management Corp 145 800 390,91 29 892 412,89
2026-02-13 13F Healthcare Of Ontario Pension Plan Trust Fund 15 894 −92,64 3 259 −92,31
2026-01-28 13F Barrett & Company, Inc. 10 276 −1,21 2 107 3,18
2026-01-20 13F Jackson Wealth Management, LLC 0 −100,00 0
2026-01-14 13F Wolff Wiese Magana Llc 5 0,00 1
2026-02-10 13F Acorn Wealth Advisors, LLC 2 153 0,09 441 4,50
2026-02-17 13F Hawk Ridge Capital Management Lp 0 −100,00 0
2026-02-04 13F Boston Private Wealth Llc 1 004 −9,39 206 −5,53
2025-09-24 NP FXR - First Trust Industrials/Producer Durables AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 114 232 −29,91 20 535 −9,08
2026-02-10 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 93 522 −3,39 19 174 0,93
2026-02-17 13F Laird Norton Trust Company, Llc 12 133 2 488
2026-02-17 13F Sherman Porfolios, Llc 0 −100,00 0
2025-11-13 13F Promus Capital, LLC 1 363 0,00 267 5,53
2026-02-10 13F Gulf International Bank (UK) Ltd 19 591 0,25 4 33,33
2026-02-13 13F Quarry LP 1 735 734,13 356 787,50
2026-02-13 13F Solstein Capital, LLC 0 −100,00 0 −100,00
2026-01-16 13F West Branch Capital LLC 1 0,00 0
2025-10-17 13F Retireful, LLC 0 −100,00 0
2025-09-26 NP Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF 9 263 −12,27 1 665 13,81
2026-01-30 13F Valued Wealth Advisors LLC 21 0,00 4 0,00
2026-02-13 13F Gts Securities Llc 3 491 15,18 716 20,37
2026-01-12 13F National Wealth Management Group, LLC 4 936 −10,17 1 012 −6,12
2026-02-17 13F NorthRock Partners, LLC 0 −100,00 0
2026-02-13 13F SRS Capital Advisors, Inc. 3 878 −52,67 795 −50,53
2026-02-17 13F Rakuten Investment Management, Inc. 52 082 17 260,67 10 911 77 828,57
2026-01-07 13F Harbor Investment Advisory, Llc 180 339,02 37 350,00
2025-09-22 NP TBLRX - Transamerica Balanced II R 2 115 −9,07 380 18,01
2026-02-11 13F Winton Capital Group Ltd 6 479 −12,73 1 328 −8,79
2026-02-11 13F Empowered Funds, LLC 74 186 −4,64 15 210 −0,37
2026-02-11 13F J.Safra Asset Management Corp 145 30
2026-02-17 13F Prelude Capital Management, Llc 3 896 799
2026-01-27 13F Revisor Wealth Management LLC 3 750 0,00 816 15,25
2026-02-17 13F Gilder Gagnon Howe & Co Llc 9 853 −0,18 2 020 4,34
2026-02-13 13F American Century Companies Inc 3 951 211 13,61 810 077 18,70
2026-02-13 13F Cozad Asset Management Inc 1 424 14,01 292 18,78
2026-01-30 13F Activest Wealth Management 29 0,00 6 0,00
2026-02-03 13F Heartland Bank & Trust Co 1 582 −2,04 324 2,53
2026-01-07 13F Everpar Advisors Llc 1 486 16,28 305 21,60
2026-02-12 13F Great Valley Advisor Group, Inc. 2 573 2,51 528 7,11
2026-01-08 13F Sound View Wealth Advisors Group, LLC 1 173 −6,76 240 −2,44
2026-02-13 13F First Trust Advisors Lp 509 654 51,53 104 489 58,31
2025-09-25 NP WMLIX - Wilmington Large-Cap Strategy Fund Class I Shares 4 046 −2,88 727 26,00
2026-02-05 13F LGT Fund Management Co Ltd. 1 660 0,00 345 6,50
2026-01-22 13F HHM Wealth Advisors, LLC 436 −1,36 89 3,49
2026-02-10 13F Meramec Financial Planners, LLC 7 2
2026-02-17 13F Agf Management Ltd 692 170 2,26 141 909 6,84
2026-02-12 13F Qtron Investments LLC 0 −100,00 0
2025-11-14 13F Parallax Volatility Advisers, L.P. Put 0 −100,00 0 −100,00
2026-02-13 13F Sei Investments Co 727 857 −10,54 149 233 −6,53
2025-11-14 13F Parallax Volatility Advisers, L.P. Call 0 −100,00 0 −100,00
2025-09-23 NP GCGIX - Goldman Sachs Large Cap Growth Insights Fund Institutional 75 842 13 634
2025-11-14 13F Parallax Volatility Advisers, L.P. 0 −100,00 0 −100,00
2026-02-17 13F Millennium Management Llc 944 827 72,90 193 708 80,64
2026-02-19 13F CI Private Wealth, LLC 97 380 115,76 12 272 38,57
2026-01-26 13F SMART Wealth LLC 1 042 −15,28 214 −11,62
2026-02-17 13F Ameriflex Group, Inc. 428 −31,41 88 −28,69
2025-09-26 NP FNILX - Fidelity ZERO Large Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 103 361 3,31 18 581 34,02
2026-02-11 13F Nemes Rush Group LLC 10 632 −0,73 2 180 3,71
2026-02-17 13F Millennium Management Llc Call 14 500 −24,87 2 973 −21,52
2026-02-17 13F Millennium Management Llc Put 34 000 5,26 6 971 9,97
2025-11-07 13F Beacon Capital Management, LLC 0 −100,00 0
2026-01-16 13F Oregon Pacific Wealth Management, LLC 0 −100,00 0
2025-09-26 NP BKLC - BNY Mellon US Large Cap Core Equity ETF 27 533 26,66 4 950 64,31
2025-09-26 NP LRGF - iShares Edge MSCI Multifactor USA ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 22 850 779,18 4 108 1 040,83
2026-02-10 13F CIBC Asset Management Inc 94 885 68,88 19 453 76,46
2026-02-04 13F KLCM Advisors, Inc. 1 048 215
2026-02-06 13F Legato Capital Management LLC 2 000 410
2026-01-14 13F WESPAC Advisors, LLC 6 703 −10,95 1 374 −6,97
2026-01-15 13F Gunderson Capital Management Inc. 0 −100,00 0
2026-01-26 13F Roman Butler Fullerton & Co 10 495 0,00 2 285 6,98
2026-02-09 13F Bleakley Financial Group, LLC 20 079 4,11 4 117 8,77
2026-02-11 13F Hughes Financial Services, LLC 18 0,00 4 0,00
2026-02-04 13F Plato Investment Management Ltd 14 652 −0,99 3 019 4,76
2026-02-13 13F University Of Texas/texas Am Investment Managment Co 11 305 193,56 2 318 206,89
2026-02-06 13F Newport Trust Co 0 −100,00 0
2026-02-13 13F Resources Investment Advisors, LLC. 6 991 −9,57 1 433 −5,54
2026-02-13 13F Silvant Capital Management LLC 68 465 1,43 14 037 5,96
2026-01-12 13F Quantum Financial Advisors, LLC 0 −100,00 0
2026-02-13 13F Bank Of Nova Scotia 224 951 122,41 46 120 132,38
2026-02-13 13F Sargent Investment Group, LLC 1 136 233
2026-01-14 13F USA Financial Portformulas Corp 3 163 −30,28 648 −27,19
2026-02-11 13F Capital Research Global Investors 1 430 544 0,71 293 321 5,25
2026-01-21 13F Stock Yards Bank & Trust Co 2 700 33,00 554 38,94
2026-02-06 13F Heritage Investors Management Corp 28 479 −2,25 6 0,00
2025-09-26 NP RILA - Indexperts Gorilla Aggressive Growth ETF 679 122
2026-01-05 13F Coastline Trust Co 4 750 974
2026-02-17 13F Royal Bank Of Canada 1 395 113 −17,18 286 027 −13,47
2026-02-13 13F Allianz Se 40 186 0,00 8 239 4,48
2026-02-17 13F National Asset Management, Inc. 5 596 3,27 1 147 7,90
2025-09-24 NP SWTSX - Schwab Total Stock Market Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 194 404 0,67 34 948 30,60
2025-09-25 NP VT - Vanguard Total World Stock Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 273 995 3,65 49 256 34,46
2025-10-22 13F Gries Financial Llc 1 131 −11,01 222 −6,36
2026-02-06 13F Kingdom Financial Group LLC. 1 517 311
2025-09-29 NP AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 7 453 −8,30 1 340 18,92
2025-11-05 13F Moloney Securities Asset Management, LLC 4 581 −32,68 899 −29,07
2026-02-23 13F Kera Capital Partners, Inc. 2 040 39,92 424 48,25
2026-01-29 13F Calamos Wealth Management LLC 1 487 44,23 305 50,50
2026-02-13 13F USS Investment Management Ltd 75 144 0,00 15 406 4,50
2026-02-06 13F Ironwood Investment Counsel, LLC 1 440 0,00 295 4,61
2026-02-11 13F Capital Analysts, Inc. 142 −25,65 0
2026-01-27 13F Stone Point Wealth LLC 1 000 205
2026-02-11 13F Atlanta Consulting Group Advisors, LLC 1 913 392
2026-02-17 13F Dark Forest Capital Management Lp 7 381 −49,32 1 513 −47,04
2026-02-04 13F Settian Capital LP 3 000 615
2026-02-24 13F Astoria Portfolio Advisors LLC. 1 991 −26,34 512 −1,16
2026-02-09 13F Dilation Capital Management LP 37 435 15,34 7 675 20,51
2026-02-12 13F CIBC Private Wealth Group, LLC 2 243 038 −3,20 459 868 1,14
2026-01-12 13F Burns J W & Co Inc/ny 1 949 2,58 400 7,26
2026-01-07 13F IAM Advisory, LLC 6 314 −0,27 1 294 4,19
2026-02-06 13F Mjp Associates Inc /adv 1 045 214
2026-02-12 13F Nuveen, LLC 3 911 759 9,40 801 989 14,30
2026-02-13 13F Venture Visionary Partners LLC 2 260 0,00 464 4,51
2026-01-27 13F Asset Management One Co., Ltd. 194 734 4,01 40 777 10,99
2025-11-14 13F 1858 Wealth Management, Llc 1 206 −20,45 237 −16,31
2026-01-08 13F Versant Capital Management, Inc 4 530 7,83 929 12,62
2026-01-28 13F Salomon & Ludwin, LLC 423 12,50 90 26,76
2026-02-10 13F Bnp Paribas 6 580 44,58 1 351 51,69
2026-02-05 13F North Dakota State Investment Board 13 750 2 819
2026-02-10 13F Marietta Investment Partners Llc 50 214 11,16 10 295 16,13
2025-09-26 NP MSTVX - Morningstar Alternatives Fund 8 0,00 −341 −34 100,00
2026-02-05 13F Clarendon Private LLC 3 602 5,26 738 9,99
2026-02-17 13F Optiver Holding B.V. 0 −100,00 0
2026-02-04 13F Independent Advisor Alliance 30 217 0,18 6 195 4,68
2026-02-11 13F Stirlingshire Investments, Inc. 1 810 371
2025-09-26 NP NWCAX - Nuveen Winslow Large-Cap Growth Fund Class A This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 50 400 −45,20 9 060 −28,91
2025-09-22 NP GSEQX - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 12 994 −48,40 2 336 −33,08
2026-02-10 13F JTC Employer Solutions Trusteee Ltd 1 312 0,00 0
2026-02-17 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2 332 871 −0,37 478 047 4,05
2025-09-23 NP FGSAX - Federated MDT Mid Cap Growth Fund Class A Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 397 696 95,61 71 494 153,76
2026-02-09 13F Mizuho Securities Usa Llc 29 276 −0,29 5 990 17,18
2026-02-12 13F Quadrant Capital Group Llc 3 870 155,78 793 167,91
2026-02-09 13F Allstate Corp 28 976 106,40 5 941 115,69
2026-02-13 13F Kayne Anderson Rudnick Investment Management Llc 3 893 53,63 798 60,56
2026-02-13 13F Entropy Technologies, LP 6 530 1 339
2026-02-11 13F Twin Tree Management, LP 0 −100,00 0 −100,00
2025-09-29 NP PWS - Pacer WealthShield ETF 460 16,46 83 67,35
2026-02-10 13F Essex Financial Services, Inc. 1 233 −2,91 253 1,20
2026-02-12 13F Laurel Oak Wealth Management, Llc 1 830 375
2026-02-10 13F National Pension Service 1 179 832 −9,81 241 889 −5,77
2026-01-22 13F BOCHK Asset Management Ltd 0 −100,00 0
2026-02-13 13F Jackson Square Partners, LLC 0 −100,00 0
2026-02-02 13F Riverstone Advisors, LLC 5 017 2,81 1 029 7,42
2026-02-13 13F Glen Eagle Advisors, LLC 34 142,86 7 200,00
2026-01-29 13F Anchyra Partners Llc 4 171 855
2026-01-20 13F Maryland Capital Advisors Inc. 73 0,00 15 0,00
2026-01-30 13F Torren Management, LLC 284 58
2026-02-13 13F Sterling Capital Management LLC 37 575 10,76 7 704 15,71
2025-09-26 NP ITYAX - INVESCO Technology Fund Class A 128 242 0,00 23 054 29,73
2026-02-05 13F DnB Asset Management AS 111 262 −18,18 22 811 −14,52
2026-02-12 13F Rossby Financial, LCC 219 −79,61 45 −78,95
2026-02-13 13F OMERS ADMINISTRATION Corp 16 317 −39,10 3 345 −36,37
2026-01-23 13F TFC Financial Management 66 0,00 14 8,33
2026-01-16 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3 862 23,86 792 29,46
2026-02-13 13F Brown Advisory Inc 4 295 6,50 881 11,25
2026-02-12 13F Elo Mutual Pension Insurance Co 15 181 3 112
2026-01-29 13F Pictet Asset Management Holding SA 178 895 1,23 36 688 5,81
2026-02-11 13F Manchester Capital Management LLC 420 86
2026-02-17 13F Scientech Research LLC 1 787 −56,59 366 −54,65
2026-02-02 13F Oppenheimer Asset Management Inc. 62 111 49,77 12 734 56,48
2026-02-05 13F Passumpsic Savings Bank 12 989 2 663
2026-02-13 13F Barclays Plc 713 762 −18,87 146 335 −15,23
2025-11-04 13F Pineridge Advisors LLC 18 −14,29 4 0,00
2026-02-03 13F International Assets Investment Management, Llc 2 565 −1,50 526 14,63
2026-01-29 13F Concurrent Investment Advisors, LLC 9 503 37,19 1 948 43,34
2026-01-15 13F Frank, Rimerman Advisors LLC 14 740 0,28 3 022 4,75
2026-02-04 13F Gratus Wealth Advisors, LLC 5 487 −4,24 1 125 0,00
2025-11-12 13F Legacy Wealth Managment, LLC/ID 0 −100,00 0
2026-02-13 13F Night Owl Capital Management, LLC 81 703 1,50 16 751 6,04
2026-02-17 13F Signature Equity Partners, LLC 895 184
2026-03-05 13F Bayban 16 3
2026-01-28 13F B. Metzler seel. Sohn & Co. AG 191 907 −29,97 39 580 −26,39
2026-01-12 13F E. Ohman J:or Asset Management AB 13 102 2 686
2026-01-23 13F Avion Wealth 97 −68,20 0
2026-01-26 13F Moss Adams Wealth Advisors LLC 1 156 8,54 237 13,94
2026-01-14 13F Accurate Wealth Management, LLC 8 972 14,38 1 958 29,35
2026-01-12 13F DAVENPORT & Co LLC 6 853 3,83 1 405 8,49
2026-01-15 13F J. Safra Sarasin Holding AG 18 816 318,13 3 858 336,81
2026-01-22 13F Quotient Wealth Partners, LLC 2 034 −0,73 417 3,99
2026-02-02 13F Horizon Investments, LLC 16 408 −3,64 3 364 0,72
2026-02-17 13F Worldquant Millennium Advisors Llc 272 147 55 796
2026-01-21 13F Mezzasalma Advisors, LLC 11 885 22,68 2 516 32,35
2026-01-16 13F Perigon Wealth Management, LLC 4 190 6,08 859 10,84
2026-02-06 13F Burling Wealth Partners, Llc 1 617 0,25 332 4,75
2026-02-17 13F Edmond De Rothschild Holding S.a. 830 0,00 170 4,94
2025-09-26 NP IMCG - iShares Morningstar Mid-Cap Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 189 654 4,50 34 094 35,56
2026-02-02 13F Wolverine Asset Management Llc 6 500 160,00 1 333 171,84
2026-02-17 13F Adage Capital Partners Gp, L.l.c. 393 000 −12,00 80 573 −8,06
2026-02-13 13F Change Path, LLC 11 940 1,46 2 448 5,98
2026-02-06 13F Cullen/frost Bankers, Inc. 934 120,28 191 130,12
2026-01-27 13F Checchi Capital Advisers, LLC 2 017 −8,57 413 −4,40
2026-03-12 13F/A Peak6 Llc Call 80 300 1 216,39 16 463 1 275,36
2026-02-05 13F IMG Wealth Management, Inc. 19 4
2026-03-12 13F/A Peak6 Llc 3 −100,00 1 −100,00
2026-01-30 13F Caldwell Securities, Inc 74 1,37 15 7,14
2026-02-17 13F Imprint Wealth LLC 50 10
2026-01-12 13F Bill Few Associates, Inc. 1 494 0,00 306 4,44
2026-01-27 13F Brighton Jones Llc 0 −100,00 0
2026-02-02 13F Elite Wealth Management, Inc. 32 748 6 714
2026-01-08 13F Maridea Wealth Management LLC 2 265 0,00 464 6,42
2026-02-12 13F Menora Mivtachim Holdings Ltd. 440 450 0,00 90 301 4,48
2026-02-17 13F Clark Capital Management Group, Inc. 1 109 227
2025-11-13 13F Tribune Investment Group LP 0 −100,00 0
2026-02-13 13F Seven Mile Advisory 1 311 −7,35 269 −3,25
2026-01-22 13F Ofi Invest Asset Management 1 083 189
2025-10-21 13F Simon Quick Advisors, Llc 0 −100,00 0 −100,00
2026-02-05 13F Gabelli Funds Llc 134 301 19,66 27 534 25,02
2026-02-11 13F Motley Fool Asset Management LLC 37 526 34,85 7 694 40,90
2026-01-30 13F Wealthfront Advisers Llc 89 917 0,47 18 435 4,97
2026-01-13 13F First Financial Corp /in/ 100 −58,85 21 −57,45
2025-11-12 13F Total Clarity Wealth Management, Inc. Call 0 −100,00 0
2026-02-17 13F IHT Wealth Management, LLC 1 928 −7,93 395 −3,66
2025-09-23 NP MXCCX - Federated Max-Cap Index Fund Class C Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 110 13,38 200 47,41
2026-02-04 13F Income Insurance Ltd 1 132 232
2026-02-02 13F Pittenger & Anderson Inc 40 0,00 8 14,29
2026-02-09 13F Choate Investment Advisors 1 668 0,00 342 4,28
2026-02-17 13F Tower Research Capital LLC (TRC) 9 554 34,09 1 959 40,06
2026-02-17 13F Investment Management Corp of Ontario 185 187 7,01 37 967 11,81
2026-02-13 13F LGT Financial Advisors LLC 15 0,00 3 50,00
2026-01-23 13F Farther Finance Advisors, LLC 12 815 91,84 2 627 100,53
2026-02-12 13F Johnson Financial Group, Inc. 367 −76,87 75 −75,88
2026-02-12 13F Fox Hill Wealth Management 15 606 3 199
2025-11-21 13F Nebula Research & Development LLC 0 −100,00 0
2026-01-26 13F Asset Dedication, LLC 46 0,00 9 0,00
2026-01-08 13F Wealth Enhancement Advisory Services, Llc 59 999 −74,84 12 904 −71,73
2026-01-26 13F Merit Financial Group, LLC 19 884 10,64 4 076 15,60
2026-02-20 13F McLaughlin Asset Management, Inc. 8 436 1 730
2026-01-30 13F Bogart Wealth, LLC 11 −69,44 2 −71,43
2026-02-11 13F Capital Group Investment Management Pte. Ltd. 0 −100,00 0
2026-01-26 13F Clean Yield Group 16 0,00 3 0,00
2026-01-21 13F Carolina Wealth Advisors, LLC 52 −96,07 11 −96,14
2026-02-09 13F Geode Capital Management, Llc 11 307 538 2,00 2 316 277 6,84
2026-02-10 13F Bruce G. Allen Investments, LLC 1 0,00 0
2025-10-28 13F Pinnacle Financial Partners Inc 30 352 −2,31 5 956 2,99
2026-02-05 13F Canada Post Corp Registered Pension Plan 11 252 3,59 2 307 10,65
2025-11-14 13F Ewing Morris & Co. Investment Partners Ltd. 0 −100,00 0
2026-02-06 13F First Business Financial Services, Inc. 0 −100,00 0
2025-11-04 13F Guerra Advisors Inc 62 12
2026-02-11 13F IMA Wealth, Inc. 7 75,00 1
2025-09-26 NP AMGAX - Alger MidCap Growth Fund Class A 31 525 5 667
2026-02-10 13F Jupiter Asset Management Ltd 330 600 −25,20 67 780 −21,85
2026-01-08 13F M. Kulyk & Associates, LLC 1 083 0,00 222 4,72
2026-02-10 13F Goldman Sachs Group Inc 2 754 204 27,80 564 667 33,53
2026-02-12 13F Virtue Capital Management, LLC 29 872 101,57 2 008 59,37
2026-02-13 13F Wells Fargo & Company/mn 796 480 9,36 163 294 14,26
2025-11-14 13F/A Massar Capital Management, LP 0 −100,00 0 −100,00
2026-02-10 13F Ithaka Group Llc 36 067 7 394
2025-09-25 NP DFVX - Dimensional US Large Cap Vector ETF 6 161 0,00 1 108 29,78
2026-02-12 13F Adviser Investments LLC 3 808 2,09 781 6,70
2026-02-17 13F Silvercrest Asset Management Group Llc 4 933 11,78 1 011 16,88
2026-02-12 13F Custom Index Systems, Llc 3 843 −33,49 788 −30,54
2025-10-07 13F Union Bancaire Privee, UBP SA 0 −100,00 0
2026-02-13 13F Ieq Capital, Llc 46 971 −12,42 9 630 −8,50
2026-02-17 13F Captrust Financial Advisors 28 539 2,12 5 851 6,71
2026-02-17 13F Caisse De Depot Et Placement Du Quebec 531 608 12,35 108 990 17,38
2026-02-12 13F Ci Investments Inc. 22 081 −8,11 4 527 113 075,00
2025-10-03 13F West Oak Capital, LLC 800 −20,00 2 0,00
2026-01-27 13F/A Capital Performance Advisors Llp 5 023 1,01 1 030 5,54
2025-09-29 NP TRFM - AAM Transformers ETF 2 802 504
2026-02-02 13F Strs Ohio 192 206 55,65 39 406 62,62
2026-02-13 13F Boston Partners 1 459 417 −26,29 299 266 −22,97
2026-02-05 13F Sapient Capital Llc 52 485 −2,66 10 903 5,32
2026-01-27 13F Duncker Streett & Co Inc 1 000 0,00 205 4,59
2026-01-27 13F Financial Management Professionals, Inc. 37 19,35 8 16,67
2026-01-13 13F SMI Advisory Services, LLC 1 925 0,00 424 16,21
2025-09-25 NP TCAAX - Thrivent Moderately Conservative Allocation Fund Class A 1 641 −47,72 295 −32,18
2026-02-10 13F Fideuram Asset Management (Ireland) dac 5 721 789
2026-02-04 13F Mascoma Wealth Management LLC 10 008 0,08 2 052 4,54
2026-02-09 13F Cary Street Partner Investment Advisory Llc 906 29,06 186 35,04
2025-09-25 NP IWLG - IQ Winslow Large Cap Growth ETF 7 353 −34,17 1 322 −14,61
2026-02-17 13F PDT Partners, LLC 28 814 0,00 5 907 4,47
2026-02-04 13F Dogwood Wealth Management LLC 72 63,64 15 75,00
2026-02-17 13F KADENSA CAPITAL Ltd 84 857 −21,06 17 397 −17,53
2025-09-26 NP RTSSX - Tax-Managed U.S. Mid & Small Cap Fund Class S 19 599 0,00 3 523 29,71
2026-01-15 13F Affinity Wealth Management Llc 1 141 1,06 234 5,43
2026-01-23 13F Visionary Horizons, LLC 2 052 −13,12 421 −9,29
2025-09-29 NP INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Hedged Advantage ETF 60 11
2026-02-13 13F LM Advisors LLC 220 −79,38 1
2026-01-20 13F Miller Wealth Advisors, Llc 0 −100,00 0
2026-01-26 13F Whittier Trust Co 918 0,00 197 13,87
Other Listings
IT:1HWM 199,00 €
GB:0TCU 231,36 US$
DE:48Z 212,40 €
US:HWM 231,21 US$
AT:HWM 200,20 €
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