USMV - iShares Trust - iShares MSCI USA Min Vol Factor ETF Aktier - Aktiekurs, institutionellt ägande, aktieägare (BMV)

iShares Trust - iShares MSCI USA Min Vol Factor ETF
MX ˙ BMV ˙ US46429B6974
Grundläggande statistik
Institutionella ägare 1344 total, 1341 long only, 1 short only, 2 long/short - change of −4,14% MRQ
Genomsnittlig portföljallokering 2.0371 % - change of −8,99% MRQ
Institutionella aktier (lång) 181 786 089 (ex 13D/G) - change of −14,71MM shares −3,97% MRQ
Institutionellt värde (lång) $ 16 643 577 USD ($1000)
Institutionellt ägande och aktieägare

iShares Trust - iShares MSCI USA Min Vol Factor ETF (MX:USMV) har 1344 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 181,786,089 aktier. Största aktieägare inkluderar Morgan Stanley, Bank Of America Corp /de/, Raymond James Financial Inc, Fmr Llc, Wealth Enhancement Advisory Services, Llc, LPL Financial LLC, BlackRock, Inc., Pnc Financial Services Group, Inc., Envestnet Asset Management Inc, and Catalyst Capital Advisors LLC .

iShares Trust - iShares MSCI USA Min Vol Factor ETF (BMV:USMV) 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:USMV / iShares Trust - iShares MSCI USA Min Vol Factor 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.

Uppgradera för att låsa upp premiumdata och exportera till Excel .

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-08-12 13F Blueprint Investment Partners LLC 0 −100,00 0
2025-08-13 13F Jump Financial, LLC 0 −100,00 0 −100,00
2025-10-09 13F Divergent Planning, LLC 0 −100,00 0 −100,00
2026-02-06 13F Envestnet Portfolio Solutions, Inc. 271 919 1,76 25 604 0,71
2025-11-14 13F Sentinus, LLC 3 458 0,44 329 1,55
2026-01-09 13F Post Resch Tallon Group Inc. 7 358 1,38 693 0,29
2026-01-13 13F Guerra Pan Advisors, Llc 67 919 −1,21 6 395 −2,22
2026-01-30 13F Canandaigua National Bank & Trust Co 4 249 0,00 400 −0,99
2025-11-07 13F Centennial Bank/AR/ 258 0,00 25 0,00
2025-12-29 13F Swiss Life Asset Management Ltd 0 −100,00 0
2026-01-06 13F Tucker Asset Management Llc 0 −100,00 0 −100,00
2026-01-20 13F Savvy Advisors, Inc. 29 836 28,07 2 809 26,76
2025-10-31 13F Fairman Group, LLC 0 −100,00 0
2025-11-04 13F Jones Financial Companies Lllp 866 788 19,67 81 946 21,64
2025-11-13 13F Franklin Resources Inc 58 713 −0,50 5 586 0,83
2026-01-28 13F Aureum Wealth Management, LLC 32 390 3 050
2025-11-12 13F Integrated Advisors Network LLC 19 042 3,75 1 812 5,17
2025-11-14 13F Equitable Holdings, Inc. 175 676 0,16 16 714 1,52
2026-01-12 13F ONE Advisory Partners, LLC 6 991 −10,83 658 −10,96
2025-11-13 13F/A Cynosure Management, Llc 42 424 16,81 4 036 18,39
2026-01-27 13F TD Waterhouse Canada Inc. 28 296 7,00 2 664 6,05
2026-01-15 13F Brady Martz Wealth Solutions, LLC 5 664 0,00 533 −0,93
2025-11-14 13F Keebeck Wealth Management, LLC 23 578 −8,74 2 243 −7,51
2026-01-07 13F Yeomans Consulting Group, Inc. 39 679 2,06 3 736 1,19
2026-01-20 13F Thurston, Springer, Miller, Herd & Titak, Inc. 1 468 1 690,24 138 1 871,43
2026-01-21 13F Balance Wealth, LLC 5 004 −11,67 471 −12,45
2026-02-06 13F FourThought Financial Partners, LLC 5 441 0,00 512 −0,97
2025-11-25 13F KERR FINANCIAL PLANNING Corp 5 914 558
2026-02-06 13F Insight Inv LLC 13 425 17,97 1 264 16,82
2026-01-20 13F Global Trust Asset Management, LLC 0 −100,00 0
2026-01-29 13F Comprehensive Financial Consultants Institutional, Inc. 15 802 −0,92 1 488 −1,98
2026-01-23 13F Dara Capital Us, Inc. 5 749 542
2026-02-04 13F BCJ Capital Management, LLC 8 970 9,31 845 8,21
2026-01-16 13F Ronald Blue Trust, Inc. 401 0,25 38 −2,63
2026-02-02 13F Benjamin Edwards Inc 19 571 0,94 1 843 −0,11
2025-11-14 13F WealthTrak Capital Management LLC 0 −100,00 0
2026-02-04 13F Money Concepts Capital Corp 123 619 −9,46 11 640 −10,39
2026-01-23 13F Patten Group, Inc. 5 353 −9,06 504 −9,84
2025-11-14 13F Fca Corp /tx 3 258 0,15 310 1,31
2026-01-29 13F Managed Asset Portfolios, Llc 4 918 463
2025-11-14 13F Sittner & Nelson, Llc 216 0,00 21 0,00
2025-11-14 13F Creative Planning 263 666 −1,08 25 085 0,26
2026-02-05 13F Park Square Financial Group, LLC 18 12,50 2 0,00
2025-11-14 13F Federation des caisses Desjardins du Quebec 5 247 −92,62 499 −92,53
2026-01-08 13F Genesis Private Wealth, Llc 8 168 −1,26 769 −2,16
2026-01-16 13F Hopwood Financial Services, Inc. 0 −100,00 0
2026-01-28 13F West Michigan Advisors, Llc 8 441 0,14 795 −0,87
2025-11-03 13F Principle Wealth Partners Llc 0 −100,00 0 −100,00
2026-01-13 13F Avaii Wealth Management, Llc 10 582 −1,85 996 −2,83
2026-02-09 13F Carl P. Sherr & Co., LLC 2 865 0,00 272 0,00
2025-11-05 13F Collier Financial 89 −34,56 8 −33,33
2026-02-09 13F Fisher Asset Management, LLC 3 700 10,41 348 9,43
2025-11-10 13F Thoroughbred Financial Services, Llc 14 424 −2,53 1 0,00
2026-01-16 13F Cassia Capital Partners, LLC 227 493 4,72 21 423 3,65
2026-02-04 13F Liberty Wealth Management Llc 10 642 0,23 1 002 −0,79
2026-02-04 13F Summit Investment Advisory Services, LLC 24 090 −2,39 2 268 −3,41
2026-01-23 13F Transcend Wealth Collective, Llc 10 702 0,65 1 008 −0,40
2025-10-30 13F Rakuten Investment Management, Inc. 102 883 −4,19 9 745 −2,14
2026-01-22 13F Iron Financial, LLC 14 442 −0,26 1 360 −1,31
2026-01-07 13F Cyndeo Wealth Partners, LLC 32 791 −3,15 3 088 −4,16
2025-11-13 13F Johnson Financial Group, Inc. 33 885 11,34 3 224 12,85
2025-11-07 13F Beta Wealth Group, Inc. 12 589 1 198
2026-01-13 13F Parsons Capital Management Inc/ri 2 807 −12,72 264 −13,44
2026-02-03 13F Sequoia Financial Advisors, LLC 156 430 −5,16 14 729 −6,14
2026-02-06 13F Pnc Financial Services Group, Inc. 4 669 005 −8,80 439 634 −9,74
2026-02-06 13F EverSource Wealth Advisors, LLC 3 542 0,23 334 −0,89
2026-01-30 13F Sigma Planning Corp 150 453 −1,60 14 167 −2,61
2025-11-13 13F Renaissance Technologies Llc 23 100 2 198
2025-11-14 13F Binnacle Investments Inc 122 11,93 12 10,00
2026-01-20 13F Monticello Wealth Management, Llc 57 225 −0,66 5 388 −1,68
2026-01-13 13F CoreCap Advisors, LLC 20 864 3,74 1 965 2,67
2025-11-12 13F FineMark National Bank & Trust 3 379 −1,97 321 −0,62
2025-11-07 13F Synovus Financial Corp 4 770 −26,35 454 −25,49
2025-11-12 13F Simplex Trading, Llc 2 963 0
2025-10-21 13F Fountainhead AM, LLC 5 576 0,41 530 1,73
2025-08-15 13F Semmax Financial Advisors Inc. 2 241 0,00 208 0,97
2026-02-04 13F Win Advisors, Inc 0 −100,00 0
2026-02-03 13F Bokf, Na 36 212 5 566,98 3 410 5 581,67
2026-01-14 13F Eastern Bank 66 −81,97 6 −82,35
2026-01-27 13F Regions Financial Corp 5 707 −0,51 537 −1,47
2025-11-05 13F Soundwatch Capital LLC 0 −100,00 0 −100,00
2026-02-06 13F Commonwealth Financial Services, LLC 2 526 0,00 238 −1,25
2025-11-19 13F Sunbelt Securities, Inc. 6 167 −1,94 587 5,02
2026-01-20 13F Nvwm, Llc 8 1
2025-11-14 13F SRS Capital Advisors, Inc. 0 −100,00 0
2025-11-14 13F Stokes Family Office, LLC 4 722 17,00 449 18,78
2025-11-13 13F Winthrop Capital Management, LLC 116 373 4,32 11 10,00
2026-01-27 13F Cardinal Strategic Wealth Guidance 36 301 0,38 3 418 −0,64
2025-11-07 13F Eq Llc 6 143 −11,00 584 −9,74
2026-01-23 13F Diversify Advisory Services, LLC 93 831 −2,54 8 860 −0,78
2025-11-13 13F Mark Sheptoff Financial Planning, Llc 334 0,00 32 0,00
2025-11-10 13F MAI Capital Management 505 973 1,43 48 138 2,80
2026-01-28 13F Badgley Phelps Wealth Managers, LLC 2 973 10,11 280 8,98
2026-01-29 13F Nbc Securities, Inc. 15 243 −1,42 1 435 −2,45
2026-02-03 13F NewEdge Wealth, LLC 23 050 0,14 2 170 1,45
2026-02-02 13F GenTrust, LLC 3 974 0,00 374 −1,06
2026-01-29 13F Quest 10 Wealth Builders, Inc. 181 −4,23 17 −5,56
2026-02-04 13F Strait & Sound Wealth Management LLC 12 034 −4,69 1 133 −5,66
2025-11-13 13F M Holdings Securities, Inc. 0 −100,00 0
2026-01-29 13F Quent Capital, LLC 117 30,00 11 37,50
2025-11-12 13F BlackRock, Inc. 4 713 785 3,59 448 470 4,99
2026-02-04 13F Valeo Financial Advisors, LLC 5 768 23,56 543 22,30
2026-02-05 13F Bank Julius Baer & Co. Ltd, Zurich 5 703 537
2026-01-23 13F Asset Advisors Investment Management, LLC 172 019 1,45 16 197 0,40
2026-01-23 13F Guidance Capital, Inc 5 087 −18,29 482 −18,20
2026-01-28 13F Fairway Wealth LLC 229 22
2025-11-12 13F Symphony Financial Services, Inc. 25 662 23,00 2 441 24,67
2025-11-14 13F Fiduciary Trust Co 45 371 0,67 4 317 2,03
2026-01-21 13F Wealthbridge Capital Management, Llc 57 965 4,34 5 458 3,27
2026-01-30 13F Woodside Wealth Management LLC 44 988 −0,36 4 236 −1,37
2026-02-05 13F Thrivent Financial For Lutherans 66 247 −0,22 6 0,00
2025-11-14 13F NorthRock Partners, LLC 18 307 25,94 1 742 27,64
2025-10-22 13F Commonwealth Equity Services, Llc 2 036 321 −7,54 194 −6,31
2026-01-21 13F Capital Advisors, Ltd. LLC 242 057 −1,67 23 −4,35
2026-01-26 13F Moran Wealth Management, LLC 8 683 818
2026-01-28 13F Arkansas Financial Group, Inc. 41 464 −1,22 3 904 −2,23
2026-02-02 13F Ashton Thomas Securities, Llc 0 −100,00 0
2025-11-13 13F Capital Group Private Client Services, Inc. 2 105 200
2026-01-15 13F/A Sherman Wealth Management LLC 30 410 2 863
2026-01-26 13F Berkeley, Inc 5 012 0,00 472 −1,05
2025-11-12 13F Steward Partners Investment Advisory, Llc 704 580 0,55 67 034 1,91
2025-10-31 13F NWF Advisory Services Inc. 16 895 −1,00 1 607 0,37
2026-02-04 13F Birchbrook, Inc. 74 187 −0,85 6 985 −1,87
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica BlackRock Equity Smart Beta 100 VP Service 128 541 −4,91 12 066 −4,69
2025-11-14 13F Ancora Advisors, LLC 110 582 3,17 10 521 4,56
2025-11-14 13F Empower Advisory Group, LLC 3 074 26,24 292 28,07
2025-08-18 13F Tyler-Stone Wealth Management 101 023 −3,44 9 483 −3,21
2026-01-08 13F Legacy Private Trust Co. 42 723 −0,21 4 023 −1,25
2026-01-14 13F Southland Equity Partners LLC 15 144 −0,68 1 426 −1,72
2026-02-04 13F GGM Financials LLC 30 576 −12,50 2 879 −13,39
2026-01-07 13F VERITY Wealth Advisors 12 102 0,00 1 140 −1,04
2026-01-26 13F Invested Advisors 3 844 362
2026-01-27 13F Duncker Streett & Co Inc 767 0,00 72 0,00
2025-11-17 13F WJ Wealth Management, LLC 0 −100,00 0
2026-01-23 13F Armbruster Capital Management, Inc. 164 178 −1,31 15 459 −2,33
2026-01-23 13F Fifth Third Securities, Inc. 5 135 8,63 484 7,57
2026-02-09 13F Putnam Fl Investment Management Co 5 688 80,69 536 78,93
2026-01-21 13F Capital Investment Advisory Services, LLC 29 455 −4,58 2 773 −5,55
2026-01-27 13F Sterling Investment Counsel, LLC 3 938 23,49 367 20,79
2025-11-12 13F Blair William & Co/il 83 185 −6,23 7 914 −4,96
2025-11-10 13F Td Asset Management Inc 2 182 −0,05 208 1,47
2026-02-03 13F Crossmark Global Holdings, Inc. 0 −100,00 0
2025-10-14 13F Dohj, Llc 0 −100,00 0
2026-01-28 13F EPG Wealth Management LLC 0 −100,00 0
2026-01-16 13F BridgePort Financial Solutions, LLC 90 771 −0,83 8 547 −1,86
2025-11-07 13F Phillips Wealth Planners LLC 3 672 1,13 349 2,95
2025-11-12 13F Boston Family Office Llc 3 350 0
2026-01-21 13F Future Financial Wealth Managment LLC 0 −100,00 0
2026-01-09 13F Diversified Trust Co 24 006 0,93 2 260 −0,09
2025-11-14 13F Green Square Capital Advisors Llc 2 463 0,00 231 0,00
2026-01-14 13F Moisand Fitzgerald Tamayo, LLC 225 0,00 21 0,00
2025-08-11 13F Nomura Asset Management Co Ltd 0 −100,00 0
2025-11-04 13F Flaharty Asset Management, LLC 0 −100,00 0 −100,00
2026-01-15 13F Retireful, LLC 0 −100,00 0
2025-11-12 13F Truepoint, Inc. 0 −100,00 0 −100,00
2025-11-13 13F Graney & King, LLC 865 0,00 82 1,23
2026-01-23 13F Newton One Investments LLC 368 −39,27 35 −40,35
2026-02-04 13F Garrett Wealth Advisory Group, LLC 112 093 −2,14 10 555 −3,15
2025-11-21 13F Watts Gwilliam & Co., LLC 3 139 0,19 299 1,71
2026-01-20 13F Ascent Group, LLC 105 520 −5,63 9 936 −6,60
2025-11-14 13F Anchor Investment Management, LLC 1 987 0,20 189 1,61
2026-01-21 13F Greenleaf Trust 5 001 −6,14 471 −7,11
2026-01-20 13F Austin Private Wealth, LLC 6 528 11,99 615 10,83
2025-11-12 13F Creekmur Asset Management LLC 9 738 −0,85 926 0,54
2026-01-12 13F Sax Wealth Advisors, Llc 27 669 −0,22 2 605 −1,25
2025-11-05 13F Envestnet Asset Management Inc 3 762 161 −19,73 357 932 −18,64
2026-01-21 13F Erickson Financial Group, LLC 0 −100,00 0
2025-10-23 13F Guidance Point Advisors, LLC 10 919 −3,80 1 039 −2,54
2025-10-22 13F Cerity Partners LLC 1 173 137 4,58 111 612 6,00
2025-11-07 13F Calton & Associates, Inc. 39 959 −1,40 3 802 −0,08
2025-11-12 13F Buckingham Strategic Partners 57 812 43,69 5 419 43,49
2025-11-04 13F Cooper/haims Advisors, Llc 2 194 0,00 209 1,46
2025-08-28 NP TFAGX - TFA AlphaGen Growth Fund Class I 23 600 24,87 2 215 25,14
2026-01-29 13F TBH Global Asset Management, LLC 12 191 5,22 1 148 4,08
2026-02-02 13F Bay Harbor Wealth Management, LLC 47 4
2025-11-10 13F Cowa, Llc 20 018 0,07 1 905 1,44
2025-11-12 13F Journey Strategic Wealth Llc 44 220 −2,22 4 207 −0,90
2026-01-21 13F Perfromance Wealth Partners, LLC 35 861 9,41 3 377 8,27
2026-01-23 13F Smith, Moore & Co. 13 259 −7,32 1 248 −8,30
2026-01-22 13F Evermay Wealth Management Llc 5 334 0,00 502 −0,99
2025-11-13 13F Allred Capital Management, LLC 67 738 0,01 6 445 1,37
2025-11-14 13F Ameriprise Financial Inc 2 591 072 −10,43 247 131 −9,02
2026-01-14 13F EdgeRock Capital LLC 7 846 0,00 739 −1,07
2026-01-26 13F PFG Investments, LLC 21 424 −1,43 2 017 −2,42
2026-01-29 13F Brickley Wealth Management 106 499 0,03 10 028 −1,01
2026-02-09 13F Global Assets Advisory, LLC 0 −100,00 0
2025-10-06 13F Puff Wealth Management, Llc 0 −100,00 0 −100,00
2026-01-22 13F Glass Jacobson Investment Advisors llc 5 610 0,00 528 −0,94
2026-01-28 13F Kingswood Wealth Advisors, Llc 85 277 5,69 8 030 4,60
2025-10-23 13F Sarver Vrooman Wealth Advisors 32 980 4,95 3 138 6,38
2025-11-12 13F Trustmark National Bank Trust Department 18 294 −3,69 1 740 −2,36
2026-01-07 13F Sandbox Financial Partners, LLC 2 856 −0,10 269 −1,47
2026-01-07 13F Sovereign Financial Group, Inc. 7 149 −3,31 673 −4,27
2025-09-26 13F Capital A Wealth Management, LLC 254 −69,02 20 −75,00
2025-11-14 13F Two Sigma Investments, Lp 2 733 400 26,07 260 056 27,77
2026-01-06 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 19 691 −1,43 1 854 −2,42
2026-02-06 13F Great Diamond Partners, LLC 10 363 −3,84 976 −4,88
2026-02-06 13F AAFCPAs Wealth Management, LLC 10 564 0,41 995 −0,60
2025-11-14 13F Snowden Capital Advisors LLC 98 941 0,32 9 413 1,69
2025-08-15 13F WFA of San Diego, LLC 6 684 42,91 627 46,84
2025-08-12 NP KADIX - Kensington Active Advantage Fund Institutional Class Shares 23 980 2 251
2026-01-21 13F Baker Ellis Asset Management LLC 2 125 0,00 200 −0,99
2026-01-22 13F Trilogy Capital Inc. 40 382 −4,31 3 802 −5,28
2025-11-14 13F Kestra Advisory Services, LLC 266 139 −1,96 25 321 −0,64
2025-08-14 13F SWAN Capital LLC 0 −100,00 0
2025-11-14 13F Icon Wealth Advisors, LLC 28 698 19,47 2 730 21,12
2026-01-14 13F Pallas Capital Advisors LLC 31 990 −1,91 3 012 −2,90
2026-02-09 13F/A Mann Financial Group, Inc. 72 324 −11,64 6 810 −12,54
2026-01-14 13F Centurion Wealth Management LLC 22 994 −0,13 2 165 −1,14
2025-11-04 13F ESL Trust Services, LLC 595 −41,26 57 −41,05
2026-01-29 13F Courier Capital Llc 90 904 16,51 8 560 15,30
2026-02-03 13F Strategic Wealth Advisors LLC 670 0
2025-11-17 13F/A Proficio Capital Partners LLC 2 800 0,00 266 1,53
2026-01-21 13F Signature Resources Capital Management, LLC 1 676 22,25 158 20,77
2025-11-13 13F Healthcare Of Ontario Pension Plan Trust Fund 118 000 −62,89 11 227 −62,39
2025-11-14 13F Virtus ETF Advisers LLC 36 −18,18 3 −25,00
2025-11-12 13F Argent Trust Co 2 633 −18,05 251 −16,94
2026-02-05 13F Beese Fulmer Investment Management, Inc. 2 442 0,00 230 −1,29
2026-02-05 13F Castle Rock Wealth Management, LLC 5 679 −9,48 537 −9,60
2025-10-30 13F Select Asset Management & Trust 70 420 0,00 7 0,00
2025-11-13 13F Bnp Paribas Arbitrage, Sa 7 574 −33,13 721 −32,27
2025-11-14 13F W Advisors, Llc 7 715 −2,63 734 −1,21
2026-02-04 13F Ameritas Advisory Services, LLC 31 339 −7,43 2 951 −8,41
2026-01-23 13F Freestone Capital Holdings, LLC 5 808 −7,04 547 −8,08
2025-08-11 13F Synergy Investment Management, LLC 0 −100,00 0
2026-01-22 13F Networth Advisors, LLC 13 1
2026-01-30 13F Laurel Wealth Advisors LLC 615 58
2026-02-06 13F Forum Private Client Group LLC 19 837 −2,24 1 868 −3,26
2025-11-18 13F Vertex Planning Partners, LLC 7 059 11,66 672 13,15
2026-02-06 13F Tanglewood Legacy Advisors, LLC 20 700 −2,76 1 949 −3,75
2026-01-12 13F Kozak & Associates, Inc. 223 0,00 21 5,00
2026-01-21 13F Ccg Wealth Management, Llc 16 047 0,00 1 511 −1,05
2026-01-27 13F Sterling Group Wealth Management, LLC 7 485 0,00 705 −1,12
2026-01-22 13F Wetzel Investment Advisors, Inc. 14 571 −0,62 1 372 −1,58
2026-01-08 13F Agate Pass Investment Management, LLC 5 832 0,00 549 −0,90
2026-01-23 13F Kelly Financial Group Llc 89 272 4,46 8 406 3,37
2025-11-07 13F Founders Financial Alliance, LLC 3 366 52,58 320 54,59
2026-01-26 13F Grandview Asset Management LLC 4 943 −20,27 465 −21,05
2026-02-07 13F Strategic Financial Concepts, LLC 0 −100,00 0
2026-02-03 13F Emerald Investment Partners, Llc 3 238 −3,29 305 −4,40
2026-01-21 13F Cidel Asset Management Inc 6 760 −7,21 637 −8,09
2026-02-07 13F Allium Financial Advisors, Llc 0 −100,00 0 −100,00
2025-11-12 13F WASHINGTON TRUST Co 3 850 0,00 366 1,39
2025-11-13 13F Wealth Watch Advisors, INC 112 11
2025-11-03 13F Little House Capital Llc 0 −100,00 0
2025-11-14 13F Susquehanna International Group, Llp Call 19 000 −28,84 1 808 −27,89
2026-01-15 13F Wealth Quarterback LLC 0 −100,00 0
2026-02-05 13F Gibson Capital, LLC 5 346 −9,07 503 −10,02
2025-11-14 13F Susquehanna International Group, Llp Put 75 600 52,42 7 193 54,50
2025-11-06 13F Camden National Bank 55 763 0,31 5 305 1,67
2025-11-14 13F Susquehanna International Group, Llp 53 371 468,14 5 078 476,28
2026-02-05 13F Berman McAleer LLC 28 077 −2,58 2 644 −3,61
2026-01-30 13F Archer Investment Corp 3 040 0,03 286 −1,04
2025-10-29 13F Inspire Advisors, LLC 4 751 7,22 452 8,92
2026-01-23 13F Bowman & Co S.C. 31 020 0,27 2 922 −0,78
2025-10-24 13F Hemington Wealth Management 56 0,00 0
2026-02-06 13F Motco 38 0,00 4 0,00
2025-11-21 13F Forefront Analytics, LLC 45 153 −0,05 4 296 1,30
2026-01-22 13F Ridgecrest Wealth Partners, Llc 6 187 0,00 583 −1,02
2026-02-02 13F FSA Advisors, Inc. 51 958 177
2025-11-14 13F Tolleson Wealth Management, Inc. 9 890 −1,35 941 −0,11
2025-11-14 13F Rockefeller Capital Management L.P. 181 376 −2,01 17 256 −0,68
2025-10-30 13F Twin Peaks Wealth Advisors, LLC 0 −100,00 0 −100,00
2025-11-13 13F Novus Advisors, Llc 0 −100,00 0 −100,00
2026-01-15 13F Brookstone Capital Management 854 348 −5,24 80 445 −6,22
2026-01-21 13F Trueblood Wealth Management, LLC 2 461 0,41 232 −0,86
2026-01-28 13F Geneos Wealth Management Inc. 573 795 4,40 54 029 3,32
2026-02-06 13F Mach-1 Financial Group, Inc. 0 −100,00 0
2026-02-05 13F Hicks Capital Management Llc 23 532 0,03 2 216 −1,03
2026-01-14 13F Kraft, Davis & Associates, LLC 2 175 −0,73 205 −1,44
2026-01-20 13F HMV Wealth Advisors, LLC 2 681 0,00 252 −1,18
2025-11-05 13F Wescott Financial Advisory Group, LLC 16 161 −1,19 1 538 0,13
2026-01-29 13F UBS Group AG 3 418 226 −3,60 321 860 −4,60
2026-02-06 13F Lloyd Advisory Services, LLC. 1 937 182
2025-11-03 13F Private Wealth Asset Management, LLC 885 0,00 84 1,20
2025-11-04 13F Umb Bank N A/mo 39 863 56,97 3 793 59,13
2026-01-26 13F Quadrant Private Wealth Management, LLC 7 270 −3,80 685 −4,74
2026-01-27 13F Symmetry Partners, LLC 307 678 3,74 28 971 2,67
2025-10-27 13F Unified Investment Management 2 227 212
2026-02-02 13F CENTRAL TRUST Co 7 514 0,00 708 −0,98
2025-10-21 13F Simon Quick Advisors, Llc 0 −100,00 0 −100,00
2026-01-27 13F Darrow Company, Inc. 174 806 1,38 16 460 0,82
2026-01-29 13F New Hampshire Trust 5 645 0,00 532 −1,12
2026-02-02 13F Syntax Research, Inc. 16 234 7,49 1 529 6,41
2026-02-02 13F One Wealth Advisors, LLC 28 435 −19,82 2 794 −17,20
2025-11-14 13F Prosperity Consulting Group, LLC 9 220 877
2025-11-13 13F Wells Fargo & Company/mn 3 473 696 −5,05 330 487 −3,77
2026-02-05 13F Intrua Financial, LLC 7 520 −38,27 708 −38,86
2026-01-26 13F Phillips Financial Management, Llc 491 0,00 46 0,00
2025-11-14 13F Shelton Capital Management 5 004 0,00 476 1,49
2025-11-20 13F/A BRYN MAWR TRUST Co 2 520 −57,25 240 −56,78
2026-01-27 13F Hobart Private Capital, LLC 4 173 5,41 393 4,26
2025-11-10 13F Tableaux Llc 0 −100,00 0 −100,00
2025-11-10 13F Marshall & Sterling Wealth Advisors Inc. 2 440 0,16 232 1,32
2026-01-20 13F Wealth Management Associates, Inc. 13 397 1,90 1 261 0,88
2026-01-26 13F Bernardo Wealth Planning LLC 20 938 −0,82 1 972 −1,84
2025-10-01 13F Rowland & Co Investment Counsel/adv 3 632 0,00 346 1,47
2025-11-13 13F Pacific Center for Financial Services 238 345 −0,62 22 676 0,72
2026-01-29 13F Vanguard Group Inc 22 113 1,25 2 082 0,24
2025-11-10 13F Waddell & Associates, Llc 6 470 0,00 616 1,32
2025-11-06 13F Moment Partners, LLC 5 088 0,00 484 1,47
2025-11-07 13F Atticus Wealth Management, Llc 0 −100,00 0 −100,00
2025-11-13 13F BTG Pactual Asset Management US LLC 1 760 0,00 165 0,00
2025-11-06 13F Integrity Financial Corp /WA 2 797 2,15 266 3,50
2025-10-30 13F Outlook Wealth Advisors, LLC 4 142 0,00 394 1,55
2026-01-29 13F Obermeyer Wood Investment Counsel, Lllp 3 890 366
2025-11-24 13F CIBC Private Wealth Group, LLC 17 441 −0,11 1 659 1,28
2026-01-30 13F Strategic Blueprint, LLC 37 148 0,91 3 498 −0,14
2026-02-09 13F Shufro Rose & Co Llc 14 749 −20,13 1 389 −19,72
2026-01-08 13F NorthCrest Asset Manangement, LLC 12 114 8,48 1 139 7,06
2025-11-14 13F Capstone Investment Advisors, Llc 0 −100,00 0
2026-01-26 13F JNBA Financial Advisors 1 082 0,00 102 −0,98
2025-10-15 13F Defined Financial Planning LLC 0 −100,00 0 −100,00
2026-01-13 13F Team Financial Group, LLC 1 522 0,40 143 −0,69
2026-01-23 13F Twelve Points Wealth Management LLC 7 408 −1,75 701 −2,23
2025-11-12 13F Hibernia Wealth Partners, LLC 38 162 −49,89 3 631 −49,22
2026-02-03 13F Detalus Advisors, LLC 25 375 −2,60 2 389 −3,59
2025-11-17 13F Financial Engines Advisors L.L.C. 4 070 10,06 387 11,53
2025-11-20 13F Maven Securities LTD 0 −100,00 0
2026-01-08 13F Financial Management Network Inc 5 968 −3,16 559 −4,62
2026-01-15 13F Bourgeon Capital Management Llc 3 900 0,00 367 −1,08
2025-11-13 13F Natixis Advisors, L.p. 29 275 6,27 3 0,00
2025-11-12 13F Transce3nd, LLC 0 −100,00 0
2025-11-14 13F Advocacy Wealth Management Services, LLC 2 472 0,00 235 1,29
2026-02-09 13F Harbour Investments, Inc. 22 744 6,36 2 142 5,26
2026-01-29 13F Facet Wealth, Inc. 462 542 3,90 44 015 3,92
2026-01-12 13F Fiduciary Financial Group, Llc 23 620 −3,28 2 224 −4,26
2026-02-06 13F Fortis Group Advisors, LLC 15 002 −19,62 1 424 −18,21
2026-01-21 13F Raleigh Capital Management Inc. 214 −7,76 20 −9,09
2026-01-05 13F Roxbury Financial LLC 4 565 0,29 430 −0,92
2026-01-27 13F Elevate Wealth Advisory, Inc 18 763 −7,10 1 767 −8,07
2026-01-28 13F Clarity Financial LLC 2 843 0,00 268 −1,11
2026-01-22 13F Nautilus Advisors LLC 2 935 0,00 276 −1,08
2025-11-13 13F Russell Investments Group, Ltd. 898 946 62,13 85 526 64,32
2026-01-26 13F Foster Victor Wealth Advisors, LLC 2 632 0,00 249 −0,80
2026-02-09 13F Blue Bell Private Wealth Management, Llc 1 033 376,04 97 385,00
2025-11-12 13F Weaver Consulting Group 39 842 −1,21 3 791 0,13
2026-01-12 13F Daymark Wealth Partners, Llc 4 611 −0,50 434 −1,36
2026-01-27 13F Round Rock Advisors, LLC 45 938 −4,32 4 325 −5,30
2026-01-22 13F City Holding Co 81 0,00 8 0,00
2025-11-12 13F Perennial Investment Advisors, LLC 13 861 −1,02 1 319 0,30
2026-01-29 13F Comerica Bank 186 307 −8,15 17 543 −9,10
2025-12-17 13F/A Strategic Investment Advisors / MI 428 −98,20 2 132 −4,48
2025-09-26 NP SUNAMERICA SERIES TRUST - SA BlackRock Multi-Factor 70/30 Portfolio Class 1 28 916 −85,42 2 678 −85,42
2026-01-28 13F White Pine Investment CO 130 874 0,68 12 0,00
2025-11-14 13F Brown Advisory Inc 15 283 −4,36 1 454 −3,00
2026-01-30 13F Keybank National Association/oh 322 060 −12,35 30 325 −13,21
2026-02-06 13F Coldstream Capital Management Inc 3 703 0,00 349 −1,14
2025-11-14 13F Blue Capital, Inc. 0 −100,00 0
2026-01-26 13F Provenance Wealth Advisors, LLC 51 0,00 5 0,00
2025-11-12 13F Per Stirling Capital Management, LLC. 87 776 −0,24 8 351 1,10
2025-10-31 13F Acorn Wealth Advisors, LLC 43 321 −1,63 4 122 −0,29
2025-11-14 13F Destination Wealth Management 3 774 −8,09 359 −6,75
2025-10-29 13F Dynasty Wealth Management, Llc 1 261 838 7,22 120 051 8,67
2026-02-02 13F Ellis Investment Partners, LLC 19 487 −2,59 1 835 −3,63
2026-01-26 13F LS Investment Advisors, LLC 7 601 −2,74 716 −3,77
2026-01-09 13F Silverlake Wealth Management Llc 5 137 0,55 484 −0,62
2026-01-29 13F Brown Financial Advisory 8 412 0,00 792 −1,00
2026-01-09 13F Graves-Light Private Wealth Management, Inc. 10 712 −0,92 1 009 −1,95
2025-11-13 13F Maia Wealth LLC 12 153 −4,98 1 135 −5,50
2025-10-30 13F Arcus Capital Partners, LLC 21 218 −3,16 2 019 −1,85
2026-01-27 13F Emerald Advisors, LLC 31 538 −30,20 2 970 −30,92
2025-10-24 13F Solidarilty Wealth, LLC 0 −100,00 0
2026-02-03 13F Washington Trust Advisors, Inc. 1 300 0,00 122 −0,81
2026-02-06 13F Tortoise Investment Management, LLC 2 147 0,00 202 −0,98
2026-01-15 13F Acima Private Wealth, Llc 188 0,00 18 0,00
2025-11-14 13F Westwood Holdings Group Inc 2 875 0,00 274 1,86
2026-01-29 13F New Century Financial Group, LLC 0 −100,00 0
2026-01-15 13F GFG Capital, LLC 18 563 −2,55 1 748 −3,59
2026-02-03 13F Wesbanco Bank Inc 5 013 −5,02 472 −5,98
2025-11-06 13F IMA Wealth, Inc. 149 0,00 14 7,69
2026-01-29 13F Inscription Capital, LLC 14 592 0,03 1 374 −1,01
2025-11-03 13F Saxon Interests, Inc. 17 662 −53,08 1 665 −52,79
2026-01-21 13F Ergawealth Advisors, Inc. 12 206 −16,63 1 149 −17,46
2025-10-16 13F Willner & Heller, Llc 0 −100,00 0 −100,00
2026-01-21 13F Townsend Asset Management Corp /nc/ /adv 17 713 −0,97 1 668 −2,00
2026-02-02 13F JDM Financial Group LLC 383 0,00 36 0,00
2026-02-06 13F Vestmark Advisory Solutions, Inc. 46 939 −49,70 4 420 −50,22
2026-01-26 13F Mirae Asset Global Investments Co., Ltd. 80 000 −58,97 7 533 −65,81
2026-01-30 13F Smart Portfolios, LLC 4 427 −0,83 417 −1,89
2025-11-07 13F Wealth Alliance 5 873 10,08 559 11,60
2026-02-03 13F MA Private Wealth 98 840 3,19 9 307 2,13
2025-11-12 13F Headlands Technologies LLC 0 −100,00 0
2025-11-13 13F Fmr Llc 10 191 385 −3,70 969 608 −2,40
2026-02-02 13F Mcdonald Partners Llc 14 500 −1,29 1 365 −2,29
2026-02-06 13F Keystone Financial Group 38 829 2,31 3 656 1,27
2026-01-12 13F VisionPoint Advisory Group, LLC 4 223 −0,78 398 −1,73
2025-11-04 13F Hazlett, Burt & Watson, Inc. 1 008 0,10 0
2026-01-09 13F Appleton Partners Inc/ma 0 −100,00 0
2026-01-29 13F High Probability Advisors, LLC 382 490 4,35 36 015 3,27
2025-11-14 13F New England Asset Management Inc 29 150 0,00 2 773 1,35
2025-10-30 13F Anchor Capital Advisors Llc 2 877 0,24 274 1,49
2025-08-14 13F LM Advisors LLC 0 −100,00 0
2025-10-27 13F Creekside Partners 16 645 0,07 1 584 1,41
2026-02-03 13F Milestone Asset Management Group, LLC 34 685 14,28 3 266 13,09
2025-11-25 13F Briaud Financial Planning, Inc 0 −100,00 0
2026-02-02 13F Robertson Stephens Wealth Management, LLC 20 424 −2,49 1 923 −3,46
2025-11-03 13F MTM Investment Management, LLC 2 311 −11,49 220 −10,61
2025-11-12 13F Arrowroot Family Office, LLC 10 295 0,68 979 2,09
2025-11-14 13F TRUE Private Wealth Advisors 3 285 −3,44 313 −2,19
2025-11-10 13F Citigroup Inc 303 960 65,75 28 919 68,00
2026-02-03 13F Coston, McIsaac & Partners 1 293 0,00 0
2026-01-26 13F Cordatus Wealth Management LLC 48 708 1,31 4 586 0,26
2025-10-09 13F Astoria Portfolio Advisors LLC. 0 −100,00 0
2026-01-30 13F Wagner Wealth Management, Llc 2 705 0,00 255 −1,17
2026-02-05 13F Granite Bay Wealth Management, LLC 8 472 24,22 798 22,99
2025-10-29 13F Root Financial Partners, LLC 1 219 116
2025-11-10 13F Rossby Financial, LCC 104 0,00 10 0,00
2026-01-09 13F Montecito Bank & Trust 46 826 −8,89 4 409 −9,82
2025-11-14 13F Transamerica Financial Advisors, Inc. 12 0,00 1 0,00
2025-11-14 13F Chilton Investment Co Llc 21 500 2 046
2026-01-16 13F Crewe Advisors LLC 171 0,00 16 0,00
2026-01-23 13F Castellan Group, LLC 41 342 3 893
2026-01-21 13F TPG Advisors LLC 23 974 1,97 2 257 0,94
2026-02-05 13F Western Wealth Management, LLC 74 251 28,42 6 992 27,11
2025-11-14 13F Frederick Financial Consultants, LLC 2 350 0,00 224 1,36
2026-01-07 13F Magnus Financial Group LLC 2 239 211
2025-11-12 13F CIBC Bancorp USA Inc. 17 441 1 659
2026-01-22 13F O'Brien Wealth Partners LLC 9 119 −10,51 859 −11,46
2025-11-10 13F Insight Advisors, LLC/ PA 2 698 −1,21 257 0,39
2026-01-23 13F High Net Worth Advisory Group LLC 57 526 −3,64 5 417 −4,65
2026-01-23 13F Parthenon Llc 6 174 0,00 581 −1,02
2026-02-03 13F Arcadia Wealth Management, LLC 2 912 −5,33 274 −6,16
2026-01-22 13F Financial Consulate, Inc 67 6
2025-11-12 13F Aptus Capital Advisors, LLC 76 529 1,73 7 281 3,10
2026-01-21 13F Sowell Financial Services LLC 105 799 −0,23 9 962 −1,26
2026-01-26 13F XY Planning Network, Inc. 22 742 214,72 2 141 215,78
2025-10-31 13F CFS Investment Advisory Services, LLC 15 526 −9,20 1 467 146 600,00
2025-08-28 NP GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares 179 301 15,98 16 831 16,24
2026-01-27 13F Cfm Wealth Partners Llc 58 758 0,88 5 533 −0,16
2026-01-29 13F UMA Financial Services, Inc. 13 188 −1,43 1 242 −2,44
2025-08-14 13F Boston Private Wealth Llc 0 −100,00 0
2026-01-09 13F Scott & Selber, Inc. 2 160 0,05 203 −0,98
2026-01-26 13F Nottingham Advisors, Inc. 6 871 −3,24 647 −4,30
2026-01-08 13F Lincoln Capital LLC 10 650 0,00 1 003 −1,09
2026-01-26 13F United Advisor Group, LLC 7 401 −12,13 697 −13,11
2026-01-23 13F Gw Henssler & Associates Ltd 6 804 −17,91 647 −16,73
2025-10-17 13F Optivise Advisory Services LLC 0 −100,00 0
2025-11-10 13F Colonial Trust Advisors 54 620 0,00 5 197 1,35
2026-02-05 13F AlphaCore Capital LLC 58 487 −5,01 5 507 −5,98
2026-02-09 13F MSH Capital Advisors LLC 2 411 0,58 227 −0,44
2026-01-21 13F Ledyard National Bank 4 353 0,44 410 −0,73
2025-11-17 13F Hancock Whitney Corp 3 764 −1,31 358 0,00
2025-08-12 13F PSI Advisors, LLC 0 −100,00 0
2025-11-14 13F Cubist Systematic Strategies, LLC 0 −100,00 0 −100,00
2026-01-12 13F Foster Group, Inc. 34 522 −0,32 3 251 −1,37
2026-01-26 13F Keystone Wealth Services, LLC 14 746 −0,46 1 388 −1,49
2026-01-23 13F Sage Mountain Advisors LLC 9 872 −45,30 930 −45,86
2026-01-05 13F Foguth Wealth Management, LLC. 3 294 −1,52 308 −1,60
2026-01-20 13F Stratos Wealth Partners, LTD. 241 476 2,27 22 737 1,22
2026-01-29 13F Jim Saulnier & Associates, Llc 2 443 0,16 230 −0,86
2026-01-23 13F Galvin, Gaustad & Stein, LLC 5 230 492
2026-02-03 13F RWM Asset Management, LLC 11 152 −0,14 1 065 0,28
2026-02-09 13F Smithfield Trust Co 3 678 −0,22 0
2025-11-07 13F Rothschild Investment Llc 1 844 0,00 175 1,16
2025-11-10 13F Ameritas Investment Partners, Inc. 229 −63,54 22 −63,79
2026-02-06 13F Associated Banc-corp 6 175 0,00 581 −1,02
2026-01-28 13F Leelyn Smith, LLC 157 105 2,24 14 793 1,19
2026-02-04 13F Summit Wealth Group Llc / Co 4 046 381
2025-10-23 13F ShoreHaven Wealth Partners, LLC 12 784 −5,03 1 216 −3,72
2025-11-14 13F XTX Topco Ltd 0 −100,00 0 −100,00
2026-01-27 13F Sage Financial Group Inc 4 690 0,00 442 −1,12
2026-01-27 13F Family Capital Trust Co 820 −98,79 77 −98,81
2025-11-04 13F TFB Advisors LLC 2 932 −27,68 278 −27,11
2026-01-12 13F ARS Wealth Advisors Group, LLC 377 494 −4,07 35 545 −5,06
2026-01-13 13F Stephens Consulting, LLC 1 348 0,00 127 −1,56
2025-11-14 13F Financial Network Wealth Management LLC 0 −100,00 0
2025-11-14 13F Daiwa Securities Group Inc. 35 800 −5,79 3 0,00
2026-01-21 13F Capital Advisory Group Advisory Services, LLC 4 496 3,69 423 2,67
2026-01-27 13F Berkshire Money Management, Inc. 10 062 −83,07 947 −83,25
2026-02-06 13F Signature Estate & Investment Advisors Llc 36 125 0,33 3 402 −0,70
2025-11-06 13F PCA Investment Advisory Services Inc. 22 357 10,04 2 127 11,54
2026-01-28 13F Delta Wealth Advisors LLC 36 591 5,82 3 445 4,74
2026-01-27 13F Lodestar Private Asset Management Llc 27 478 −3,94 2 587 −4,92
2025-10-23 13F Clarity Capital Advisors, LLC 2 583 0,39 246 1,66
2025-11-14 13F Maripau Wealth Management Llc 4 254 −48,41 405 −47,74
2026-02-02 13F Avidian Wealth Solutions, LLC 7 276 1,37 685 0,44
2025-11-07 13F Murphy & Mullick Capital Management Corp 184 0,00 18 0,00
2025-11-14 13F Jane Street Group, Llc 27 548 2 621
2025-11-12 13F Kensington Asset Management, LLC 0 −100,00 0
2026-02-05 13F Leuthold Group, Llc 2 338 −1,89 220 −2,65
2026-01-26 13F Main Street Group, LTD 0 −100,00 0
2025-11-14 13F Millennium Management Llc 0 −100,00 0
2026-01-07 13F Aventura Private Wealth, LLC 664 0,00 63 −1,59
2026-02-09 13F Clearwater Capital Advisors, LLC 3 075 0,00 290 −1,03
2026-02-09 13F Avalon Trust Co 2 550 −59,84 240 −60,26
2025-11-13 13F Private Advisor Group, LLC 511 005 −4,23 48 617 −2,93
2026-01-13 13F BostonPremier Wealth LLC 7 465 −11,50 703 −12,47
2026-02-04 13F Flagship Private Wealth, LLC 101 787 −0,18 9 584 −1,21
2025-12-01 13F Syverson Strege & Co 33 706 −3,52 3 207 −2,23
2026-01-07 13F Capital Advantage, Inc. 2 595 0,00 244 −0,81
2025-11-12 13F Catalyst Capital Advisors LLC 3 752 960 5,35 357 057 6,78
2025-11-12 13F Potentia Wealth 7 343 0,18 699 1,45
2025-11-19 13F Mosaic Financial Group, Llc 3 373 0,00 0
2025-11-05 13F Howe & Rusling Inc 348 −32,43 33 −31,25
2025-11-14 13F Lido Advisors, LLC 267 969 148,52 25 495 151,89
2025-11-12 13F Edgestream Partners, L.P. 0 −100,00 0
2026-02-04 13F Tsfg, Llc 3 078 −21,00 0
2026-02-02 13F TCI Wealth Advisors, Inc. 4 580 0,00 431 −0,92
2026-01-20 13F Princeton Global Asset Management LLC 11 400 1 073
2026-01-16 13F Marino, Stram & Associates Llc 33 180 −0,93 3 124 −1,95
2025-11-14 13F Barnes Wealth Management Group, Inc 5 822 11,21 554 12,63
2025-11-14 13F Moors & Cabot, Inc. 11 982 −5,34 1 140 −4,12
2026-02-02 13F Chapman Financial Group, Llc 385 24,19 36 24,14
2026-01-13 13F Signal Advisors Wealth, LLC 7 014 −34,53 660 −35,23
2026-01-21 13F Mainstream Capital Management LLC 5 628 −10,07 530 −11,09
2025-10-20 13F Continuum Advisory, LLC 2 673 14,04 254 15,45
2025-11-14 13F Sagard Holdings Management Inc. 37 714 0,00 3 588 1,36
2026-01-16 13F RHS Financial, LLC 43 812 1,15 4 125 0,12
2026-01-26 13F Spectrum Asset Management, Inc. (NB/CA) 122 762 −0,33 11 559 −1,35
2025-11-14 13F Ewing Morris & Co. Investment Partners Ltd. 6 000 7,14 571 8,57
2025-11-14 13F Strategic Wealth Partners, Ltd. 1 004 −12,39 96 −11,21
2026-01-09 13F Community Trust & Investment Co 5 424 0,00 511 −1,16
2026-01-26 13F Milestones Private Investment Advisors LLC 16 382 −10,00 1 543 −10,92
2026-01-09 13F Ptm Wealth Management, Llc 9 390 −0,84 883 −2,00
2025-11-13 13F Kayne Anderson Rudnick Investment Management Llc 1 529 0,00 146 1,40
2026-01-07 13F Everhart Financial Group, Inc. 8 327 0,34 784 −0,63
2025-11-10 13F Resources Investment Advisors, LLC. 241 427 −4,74 22 969 −3,45
2025-11-14 13F Quantinno Capital Management LP 63 079 40,92 6 001 42,85
2026-01-23 13F Steigerwald, Gordon & Koch Inc. 512 0,39 48 0,00
2026-01-26 13F Kelman-Lazarov, Inc. 2 301 0,00 217 −0,92
2026-01-26 13F Cwm, Llc 795 730 1,43 75 0,00
2026-01-20 13F Trust Co Of Toledo Na /oh/ 1 051 99
2026-01-28 13F Caliber Wealth Management, LLC / KS 52 197 0,11 4 915 −0,93
2025-11-14 13F Perissos Private Wealth Management, LLC 2 765 0,00 263 1,54
2026-01-30 13F Exencial Wealth Advisors, Llc 8 989 0,65 846 −0,35
2025-08-14 13F Hrt Financial Lp 0 −100,00 0
2026-01-20 13F Independence Bank of Kentucky 64 843 −3,50 6 106 −4,49
2026-02-06 13F McKinley Carter Wealth Services, Inc. 4 022 0,10 379 −1,05
2026-01-29 13F Dunhill Financial, LLC 1 032 −4,62 97 −4,90
2026-02-03 13F Luken Investment Analytics, LLC 425 0,00 40 0,00
2026-01-14 13F ACT Advisors, LLC. 23 243 −1,90 2 189 −2,93
2026-02-04 13F Meridian Wealth Management, LLC 6 143 0,62 578 −0,34
2026-01-23 13F Norris Perne & French Llp/mi 2 461 2,93 232 1,76
2026-01-27 13F Journey Advisory Group, LLC 222 135 1,31 20 916 0,27
2026-02-05 13F Pinnacle Associates Ltd 3 379 −18,32 318 −19,08
2025-10-14 13F Berger Financial Group, Inc 0 −100,00 0 −100,00
2025-11-06 13F Gateway Wealth Partners, LLC 61 932 21,60 5 892 23,26
2026-01-27 13F Belpointe Asset Management LLC 6 493 1,93 611 0,83
2026-01-27 13F Keeler & Nadler Financial Planning & Wealth Management 75 411 −2,82 7 101 −3,82
2026-01-28 13F Hobbs Group Advisors, LLC 37 940 −39,83 3 572 −40,45
2026-02-09 13F Prospera Financial Services Inc 74 296 −5,48 6 997 −6,46
2025-11-10 13F Rice Partnership, LLC 243 0,00 23 4,55
2026-01-29 13F D.a. Davidson & Co. 139 415 −12,79 13 127 −13,69
2025-11-13 13F Advisor Resource Council 11 969 −10,17 1 139 −8,96
2026-02-09 13F First National Trust Co 2 385 225
2026-02-06 13F Advisory Alpha, LLC 22 704 5,21 2 138 4,50
2025-11-13 13F Pettyjohn, Wood & White, Inc 5 417 −0,91 515 0,39
2026-01-27 13F PFG Advisors 14 741 −14,91 1 388 −15,78
2025-10-15 13F Founders Financial Securities Llc 173 403 3,96 16 498 5,37
2026-01-12 13F Abound Wealth Management 333 437,10 31 520,00
2025-11-12 13F Level Four Advisory Services, Llc 28 230 −8,76 2 686 −7,54
2025-11-14 13F Mml Investors Services, Llc 501 996 −12,89 47 760 88 342,59
2026-01-28 13F Chicago Partners Investment Group LLC 7 978 −45,28 757 −44,94
2026-01-08 13F Sound View Wealth Advisors Group, LLC 10 280 −0,93 968 −2,03
2026-02-03 13F Apeiron RIA LLC 7 988 −29,75 757 −29,67
2026-02-06 13F First Business Financial Services, Inc. 8 694 0,00 819 −1,09
2025-11-20 13F Ariadne Wealth Management, LP 3 976 0,00 374 0,54
2025-10-10 13F Kathleen S. Wright Associates Inc. 63 955 0,09 6 085 1,45
2025-10-16 13F Syntegra Private Wealth Group, LLC 191 324 −4,19 18 203 −2,90
2025-11-14 13F Wealthspire Advisors, LLC 6 744 −7,06 642 −5,87
2026-01-27 13F Morey & Quinn Wealth Partners, LLC 2 347 0,00 221 −1,35
2026-02-06 13F Csenge Advisory Group 69 085 0,41 6 505 −0,61
2025-11-10 13F Stonebrook Private Inc. 8 055 1,78 766 3,23
2026-02-06 13F New World Advisors LLC 4 921 8,49 463 7,42
2025-11-12 13F IFG Advisory, LLC 37 483 −9,43 3 566 −8,19
2026-01-23 13F Assetmark, Inc 1 554 364 −4,28 146 359 −5,27
2026-01-13 13F Capital Investment Advisors, LLC 3 031 7,52 285 6,34
2026-01-30 13F Arlington Trust Co LLC 728 −52,36 69 −53,10
2026-01-21 13F Pacific Point Advisors, LLC 2 169 204
2026-01-22 13F Venturi Wealth Management, LLC 6 123 0,02 577 −1,03
2026-02-06 13F Radnor Capital Management, LLC 6 434 0,00 606 −1,14
2025-11-10 13F Kovack Advisors, Inc. 7 798 −2,45 742 −1,20
2025-11-12 13F Neuberger Berman Group LLC 10 335 39,44 983 41,44
2026-02-03 13F Lubar & Co., Inc 0 −100,00 0
2025-10-22 13F Gries Financial Llc 13 819 −1,10 1 315 0,23
2025-11-13 13F Pinnacle Wealth Planning Services, Inc. 8 618 −0,09 820 1,24
2026-02-02 13F Ascent Wealth Partners, LLC 19 646 1,44 1 850 0,38
2026-01-12 13F AllSquare Wealth Management LLC 83 0,00 8 0,00
2026-01-21 13F Sound Income Strategies, LLC 2 929 −6,24 277 −6,76
2026-02-02 13F Opes Wealth Management LLC 9 429 −4,70 888 −5,74
2025-11-06 13F Johnson Investment Counsel Inc 1 276 772 1,04 121 472 2,41
2026-02-06 13F IFP Advisors, Inc 142 248 39,70 13 394 38,27
2025-10-30 13F CNB Bank 471 0,00 45 0,00
2026-01-15 13F Columbus Macro, LLC 4 889 −4,55 460 −5,54
2026-02-09 13F Bellwether Advisors, LLC 104 166 0,82 9 808 −0,21
2026-02-05 13F Bessemer Group Inc 8 136 −30,49 1 −100,00
2026-02-04 13F CAP Partners, LLC 4 303 −2,43 405 −3,34
2026-02-05 13F Littlejohn Financial Services, Inc. 54 063 0,31 5 091 −0,72
2025-11-04 13F Welch & Forbes Llc 19 116 0,00 1 819 1,34
2026-01-30 13F Us Bancorp \de\ 728 703 −6,62 68 615 −7,58
2025-11-10 13F Avant Capital LLC 76 323 −0,87 7 261 0,47
2026-02-05 13F Atria Investments Llc 62 293 −0,90 5 866 −1,92
2025-11-13 13F FF Advisors,LLC 6 394 −16,72 608 −15,56
2026-02-03 13F Retirement Planning Group 17 963 −3,53 1 691 −4,52
2026-01-28 13F FORM Wealth Advisors, LLC 20 253 −27,44 1 907 −27,21
2025-11-06 13F Ipsen Advisor Group LLC 2 187 0,41 208 1,96
2026-01-15 13F Moody Lynn & Lieberson, Llc 2 407 0,00 227 −1,31
2025-11-14 13F Redwood Park Advisors LLC 67 235 0,24 6 397 1,59
2026-01-23 13F Bridgewater Advisors Inc. 2 530 0,00 239 2,15
2025-10-28 13F Minichmacgregor Wealth Management, Llc 0 −100,00 0
2025-10-29 13F Beacon Financial Advisory LLC 9 977 −0,69 949 0,64
2026-01-07 13F Harbour Capital Advisors, LLC 2 700 0,00 253 −1,95
2026-01-12 13F Kaydan Wealth Management, Inc. 15 597 −4,15 1 469 −5,17
2026-02-06 13F Global Retirement Partners, LLC 61 143 38,95 5 757 37,53
2025-11-18 13F Tcfg Wealth Management, Llc 83 738 107
2025-11-14 13F Fairview Capital Investment Management, Llc 4 525 −4,23 431 −2,93
2026-01-22 13F Harwood Advisory Group, LLC 45 0,00 4 0,00
2026-01-22 13F Pinnacle Bancorp, Inc. 805 76
2025-11-13 13F Tradition Wealth Management, LLC 50 980 −47,35 4 850 −46,63
2026-02-02 13F Stuart Chaussee & Associates, Inc. 0 −100,00 0
2026-02-05 13F WealthPlan Investment Management, LLC 4 703 −1,47 443 −2,64
2026-01-30 13F Urban Wealth Management, LLC 0 −100,00 0
2025-11-13 13F Sei Investments Co 1 505 143 0,68 143 201 2,04
2025-10-22 13F Park Place Capital Corp 0 −100,00 0
2025-10-28 13F Running Point Capital Advisors, LLC 72 282 −1,32 6 877 0,01
2026-01-07 13F Retirement Wealth Solutions LLC 2 125 15,55 200 14,94
2026-01-12 13F Harbor Group, Inc. 3 937 371
2026-01-21 13F McElhenny Sheffield Capital Management, LLC 3 653 0,00 344 −1,15
2025-10-31 13F Chilton Capital Management Llc 788 75
2025-11-12 13F Kcm Investment Advisors Llc 3 020 0,00 287 1,41
2026-02-03 13F Cassaday & Co Wealth Management LLC 7 866 0,00 741 −1,07
2025-11-14 13F Aqr Capital Management Llc 125 695 19,01 11 959 20,62
2026-02-02 13F PKS Advisory Services, LLC 8 163 −19,37 769 −20,25
2025-10-30 13F Ridgewood Investments LLC 11 469 −19,94 1 091 −18,82
2026-01-07 13F Central Pacific Bank - Trust Division 40 0,00 4 0,00
2026-01-13 13F Kathmere Capital Management, LLC 15 552 4,54 1 464 3,46
2026-01-14 13F Wolff Wiese Magana Llc 1 430 0,00 135 −1,47
2026-01-29 13F Advisors Capital Management, LLC 8 324 220,77 784 218,29
2026-01-14 13F ORG Wealth Partners, LLC 1 233 4,05 116 2,65
2026-02-04 13F Pensionmark Financial Group, Llc 68 481 −0,28 6 202 −5,08
2025-10-23 13F Chokshi & Queen Wealth Advisors, Inc 2 564 0,00 244 1,25
2025-11-06 13F Mandatum Life Insurance Co Ltd 41 527 −1,51 3 951 −0,18
2026-02-06 13F Muirfield Wealth Advisors Llc 40 238 0,06 3 789 −0,97
2025-11-14 13F VestGen Advisors, LLC 49 943 −6,71 4 752 −5,11
2025-11-10 13F Mendel Money Management 0 −100,00 0
2025-10-23 13F Barnes Dennig Private Wealth Management LLC 0 −100,00 0
2026-02-05 13F Plus Group Wealth Advisors LLC 2 189 206
2025-11-12 13F Huntington National Bank 1 465 −5,48
2025-11-20 13F Centaurus Financial, Inc. 12 597 −1,75 1 0,00
2026-01-05 13F Noble Wealth Management PBC 3 054 −2,43 288 −3,37
2026-01-16 13F Worth Financial Advisory Group, LLC 4 841 −3,97 456 −5,01
2026-02-03 13F CGC Financial Services, LLC 68 0,00 6 0,00
2026-01-28 13F Cora Capital Advisors Llc 36 521 −0,08 3 439 −1,12
2025-11-07 13F Certus Wealth Management, LLC 10 806 −4,40 1 028 −3,11
2026-02-05 13F 1st Source Bank 3 724 351
2025-11-14 13F Beacon Pointe Advisors, LLC 233 331 7,09 22 199 8,54
2026-01-12 13F Focus Financial Network, Inc. 49 712 −5,49 4 681 −6,47
2026-02-04 13F Nwam Llc 25 742 1,45 2 444 1,58
2026-02-03 13F Orion Capital Management LLC 700 0,00 66 −1,52
2026-01-14 13F Cypress Wealth Services, LLC 7 635 −52,29 719 −52,83
2026-01-27 13F Joel Adams & Associates, Inc. 5 405 −3,81 509 −4,87
2025-11-17 13F Optimist Retirement Group LLC 2 712 0,00 258 1,57
2026-01-16 13F Forte Asset Management Llc 5 565 −0,16 524 −1,13
2025-11-17 13F Front Row Advisors LLC 3 093 −1,75 294 −0,34
2026-01-15 13F Fifth Third Wealth Advisors LLC 7 616 0,08 717 −0,97
2026-01-15 13F Strategic Point Investment Advisors, LLC 42 752 0,30 4 025 −0,74
2026-01-23 13F Aspect Partners, LLC 3 609 −8,63 340 −9,60
2026-01-05 13F Trust Co of the South 5 195 0,00 489 −1,01
2026-02-02 13F Vista Capital Partners, Inc. 7 134 −3,29 672 −4,28
2026-02-02 13F Holistic Planning, LLC 8 253 −8,65 777 −9,55
2025-11-14 13F Wiley Bros.-aintree Capital, Llc 159 694 28,14 15 182 29,77
2026-01-27 13F Friedenthal Financial 20 845 −3,59 1 963 −4,62
2026-01-29 13F Kickstand Ventures, Llc. 2 697 −0,81 254 −1,94
2026-01-14 13F Spire Wealth Management 20 137 −2,46 1 896 −3,46
2026-02-04 13F Greenwood Gearhart Inc 3 589 0,00 338 −1,17
2026-01-27 13F Security Financial Services, INC. 8 876 −0,53 836 −1,53
2026-02-06 13F Copia Wealth Management 163 0,00 15 0,00
2025-10-14 13F Capital Insight Partners, Llc 25 005 −5,65 2 379 −4,38
2026-01-14 13F Jfs Wealth Advisors, Llc 5 608 −16,62 528 −17,37
2025-11-13 13F Regal Investment Advisors LLC 25 669 2,14 2 442 3,56
2026-01-29 13F Guardian Asset Advisors, LLC 83 668 1,13 7 878 0,09
2026-02-06 13F CWS Financial Advisors, LLC 2 518 237
2026-02-03 13F/A Bank Of America Corp /de/ 13 794 595 0,72 1 312 418 2,08
2025-11-13 13F Edmond De Rothschild Holding S.a. 19 310 −53,09 1 837 −52,43
2026-02-05 13F Mission Wealth Management, Lp 9 891 31,30 931 30,03
2025-11-06 13F Wedbush Securities Inc 8 810 11,17 1
2025-11-13 13F SCS Capital Management LLC 3 907 −59,20 372 −58,69
2026-01-21 13F Five Pine Wealth Management 4 173 −0,67 393 −1,75
2026-02-02 13F Fifth Third Bancorp 8 669 23,45 816 22,16
2026-01-28 13F Barrett & Company, Inc. 175 048 3,75 16 483 2,68
2026-02-06 13F Forefront Wealth Partners, LLC 0 −100,00 0
2026-02-02 13F Millstone Evans Group, LLC 1 782 6,32 168 5,03
2026-02-03 13F RFG Advisory, LLC 5 692 73,96 536 72,03
2025-10-22 13F B&l Asset Management Llc 3 123 0,00 297 1,37
2026-02-04 13F Empire Life Investments Inc. 0 −100,00 0
2026-01-20 13F Family Legacy Financial Solutions, LLC 0 −100,00 0
2026-01-21 13F Warner Financial, Inc 5 501 0,00 1
2026-01-20 13F AdvisorNet Financial, Inc 4 537 −9,21 427 −10,11
2025-11-06 13F Providence Capital Advisors, LLC 2 072 −5,13 197 −3,90
2026-01-15 13F Lodestone Wealth Management LLC 2 051 193
2025-11-13 13F Baird Financial Group, Inc. 102 083 −29,96 9 712 −29,01
2026-01-12 13F Lvm Capital Management Ltd/mi 0 −100,00 0
2026-01-16 13F Balboa Wealth Partners 2 482 0,00 234 −1,27
2026-02-06 13F Kingdom Financial Group LLC. 2 408 227
2025-11-03 13F Cloud Capital Management, LLC 5 0
2026-01-20 13F Signaturefd, Llc 23 671 0,00 2 229 −1,07
2026-02-05 13F Aspire Growth Partners LLC 16 423 −4,98 1 546 −5,96
2026-01-30 13F Simplicity Wealth,LLC 6 671 −10,28 628 −11,17
2025-11-12 13F Duncan Williams Asset Management, LLC 0 −100,00 0
2025-11-19 13F/A Aspire Private Capital, LLC 2 794 6,72 266 8,16
2026-01-20 13F American National Bank 821 0,00 77 −1,28
2026-01-28 13F Oversea-Chinese Banking CORP Ltd 7 843 −94,68 738 −94,74
2025-11-24 13F Cherry Tree Wealth Management, LLC 13 675 −0,78 1 301 0,62
2026-01-13 13F Mather Group, Llc. 75 287 −0,41 7 089 −1,43
2025-11-10 13F Atomi Financial Group, Inc. 14 451 −5,53 1 375 −4,25
2025-11-13 13F Beaird Harris Wealth Management, LLC 373 6,88 35 9,38
2026-01-16 13F Keystone Financial Group, Inc. 5 607 0,16 528 −0,94
2026-01-30 13F Citizens Financial Group Inc/ri 236 531 −1,42 22 272 −2,44
2025-11-05 13F MCF Advisors LLC 312 2,97 30 3,57
2026-01-21 13F Crux Wealth Advisors 2 743 0,40 258 −0,39
2026-01-26 13F Frankly Finances, LLC 262 25
2026-02-03 13F McIlrath & Eck, LLC 274 0,00 26 −3,85
2026-01-16 13F Heck Capital Advisors, LLC 6 937 −5,34 653 −6,31
2026-01-23 13F Valley National Advisers Inc 438 0,00 0
2025-11-07 13F Investment Partners, Ltd. 36 373 0,15 3 460 1,50
2025-11-13 13F Marshall Wace, Llp 0 −100,00 0 −100,00
2026-01-23 13F Patton Fund Management, Inc. 2 593 0,00 244 −0,81
2026-01-29 13F Financial Life Planners 0 −100,00 0
2025-11-12 13F Banco Santander, S.A. 135 589 −16,15 12 900 −15,02
2026-02-02 13F Wells Financial Advisors INC 37 565 −25,83 3 537 −26,59
2026-02-09 13F Sensible Money, LLC 8 678 −1,82 817 −2,74
2025-10-31 13F Baker Avenue Asset Management, LP 2 416 230
2026-01-27 13F Tranquilli Financial Advisor LLC 22 641 −0,07 2 132 −1,11
2026-01-16 13F Kwmg, Llc 132 497 3,50 12 476 2,43
2025-11-12 13F Stifel Financial Corp 609 963 17,56 58 033 19,16
2026-01-14 13F Leonard Rickey Investment Advisors P.L.L.C. 176 499 −1,18 16 619 −2,20
2025-11-13 13F Connecticut Wealth Management, LLC 3 276 −7,85 312 −6,61
2025-11-14 13F Ausdal Financial Partners, Inc. 15 554 11,96 1 480 13,42
2026-01-07 13F Massmutual Trust Co Fsb/adv 748 −23,12 70 −23,91
2025-11-12 13F Brinker Capital Investments, LLC 68 823 −2,64 6 548 −1,33
2025-11-14 13F Great Valley Advisor Group, Inc. 37 892 −5,73 3 605 −4,45
2026-02-05 13F Tennessee Valley Asset Management Partners 6 333 6,17 596 5,11
2025-11-03 13F Atlantic Private Wealth, LLC 1 912 0,00 182 1,12
2026-02-05 13F Center for Financial Planning, Inc. 293 0,00 28 0,00
2025-11-14 13F Cardiff Park Advisors, Llc 14 890 0,02 1 417 1,36
2026-01-29 13F Almanack Investment Partners, LLC. 20 195 −0,61 1 902 −1,66
2025-11-12 13F Commerce Bank 46 034 19,71 4 380 21,34
2025-11-13 13F Brown Brothers Harriman & Co 8 087 0,00 769 1,32
2025-08-14 13F Carolinas Wealth Consulting Llc 1 552 11,82 145 17,89
2026-01-30 13F Financial Life Advisors 5 632 −4,27 530 −5,19
2026-01-14 13F Hoese & Co LLP 18 685 −23,41 1 759 −24,18
2025-08-14 13F EP Wealth Advisors, Inc. 60 904 −1,44 5 717 −1,21
2026-01-07 13F Corsicana & Co. 835 0,00 79 −1,27
2025-11-14 13F Green Harvest Asset Management LLC 2 747 261
2026-01-12 13F First Bank & Trust 4 883 0,00 460 −1,08
2026-01-15 13F Archford Capital Strategies, LLC 2 237 0,00 211 −0,94
2026-01-22 13F TSA Wealth Managment LLC 3 561 3,61 335 2,76
2026-01-26 13F Roman Butler Fullerton & Co 16 857 −0,31 1 597 1,53
2025-11-13 13F Sfmg, Llc 5 985 1,05 569 2,52
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