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

iShares Trust - iShares MSCI USA Min Vol Factor ETF
MX ˙ BMV ˙ US46429B6974
Grundläggande statistik
Institutionella ägare 1388 total, 1386 long only, 1 short only, 1 long/short - change of −4,14% MRQ
Genomsnittlig portföljallokering 2.0371 % - change of −8,99% MRQ
Institutionella aktier (lång) 171 235 011 (ex 13D/G) - change of −14,71MM shares −3,97% MRQ
Institutionellt värde (lång) $ 15 513 738 USD ($1000)
Institutionellt ägande och aktieägare

iShares Trust - iShares MSCI USA Min Vol Factor ETF (MX:USMV) har 1388 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 171,235,011 aktier. Största aktieägare inkluderar Fmr Llc, Raymond James Financial Inc, Bank Of America Corp /de/, Morgan Stanley, LPL Financial LLC, Pnc Financial Services Group, Inc., Wealth Enhancement Advisory Services, Llc, Catalyst Capital Advisors LLC, Millburn Ridgefield Corp, and Envestnet Asset Management Inc .

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%.

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
(%)
2026-04-09 13F Avenue 1 Advisors, LLC 7 830 3,93 726 2,40
2026-04-13 13F Ironwood Wealth Management, Inc. 136 874 0,35 12 847 −0,48
2026-05-15 13F Rehmann Capital Advisory Group 328 555 6,64 30 465 3,50
2026-04-27 13F JB Capital LLC 8 721 15,11 809 13,32
2026-05-14 13F Gts Securities Llc 51 300 −5,70 4 758 −7,13
2026-04-22 13F CrossGen Wealth, LLC 350 −53,08 32 −54,29
2026-04-27 13F Greenleaf Trust 3 406 −31,89 316 −32,98
2026-05-04 13F One Wealth Capital Management, Llc 3 879 0,49 364 0,00
2026-05-11 13F RWM Asset Management, LLC 8 302 −25,56 770 −27,79
2026-04-21 13F Financial Consulate, Inc 220 228,36 20 233,33
2026-04-29 13F Unified Investment Management 2 578 15,71 239 14,35
2026-05-11 13F Delta Asset Management Llc/tn 1 488 0,00 138 −2,14
2026-01-06 13F Tucker Asset Management Llc 0 −100,00 0 −100,00
2026-04-06 13F CX Institutional 33 734 −4,68 3 0,00
2026-04-30 13F Beacon Financial Group 4 069 −0,25 377 −1,82
2026-05-08 13F Banco Santander, S.A. 3 449 0,00 320 −1,54
2026-05-15 13F Silver Grove Financial Group, Inc. 6 270 113,41 581 110,51
2026-01-07 13F Yeomans Consulting Group, Inc. 39 679 2,06 3 736 1,19
2026-04-24 13F Financial Life Planners 44 4
2026-01-20 13F Global Trust Asset Management, LLC 0 −100,00 0 −100,00
2026-05-05 13F BCGM Wealth Management, LLC 15 592 −8,17 1 446 −9,57
2026-05-07 13F Vision Retirement, LLC 3 091 −4,04 287 −5,61
2026-04-08 13F Thompson Investment Management, Inc. 3 911 0,00 363 −1,63
2026-05-08 13F Valeo Financial Advisors, LLC 2 507 −56,54 233 −57,27
2026-04-20 13F Friedenthal Financial 21 249 1,94 1 971 0,41
2026-05-13 13F Allred Capital Management, LLC 68 197 0,01 6 325 −1,50
2026-04-29 13F Richmond Investment Services, LLC 8 311 0,25 771 −1,28
2026-04-06 13F Trust Co of the South 5 195 0,00 482 −1,64
2026-05-01 13F Diversify Wealth Management, Llc 113 676 583,19 10 672 580,55
2026-01-16 13F Hopwood Financial Services, Inc. 0 −100,00 0
2026-05-05 13F Smith, Moore & Co. 12 602 −4,96 1 169 −6,41
2026-05-15 13F Warren Averett Asset Management, LLC 61 808 −4,24 5 732 −5,68
2026-05-11 13F Blue Bell Private Wealth Management, Llc 3 146 204,55 292 200,00
2026-04-15 13F Client 1st Advisory Group, Llc 6 924 −2,40 642 −3,75
2026-04-29 13F Duncker Streett & Co Inc 767 0,00 71 −1,39
2026-05-13 13F Crews Bank & Trust 420 0,00 39 −2,56
2026-05-14 13F Select Asset Management & Trust 13 829 −80,36 1 −83,33
2026-05-13 13F Headlands Technologies LLC 4 011 0,00 372 −1,59
2026-04-01 13F Bangor Savings Bank 1 397 0,00 130 −1,53
2026-04-16 13F Beese Fulmer Investment Management, Inc. 2 442 0,00 226 −1,31
2026-05-08 13F Guidance Capital, Inc 5 087 0,00 481 −0,21
2026-04-22 13F JNBA Financial Advisors 1 082 0,00 100 −0,99
2026-04-29 13F Cary Street Partners Financial Llc 27 941 −1,88 2 591 −3,36
2026-04-17 13F/A Founders Financial Securities Llc 150 485 −17,21 14 125 −17,48
2026-05-04 13F Barrett & Company, Inc. 177 987 1,68 16 506 0,15
2026-05-05 13F D.a. Davidson & Co. 140 014 0,43 12 985 −1,09
2026-04-29 13F Kaydan Wealth Management, Inc. 15 429 −1,08 1 431 −2,59
2026-05-15 13F Strive Financial Group ,LLC 57 0,00 5 0,00
2026-04-16 13F Sterling Investment Counsel, LLC 3 350 −14,93 311 −15,30
2026-05-05 13F Putnam Fl Investment Management Co 5 688 0,00 528 −1,50
2026-05-14 13F Foster Dykema Cabot & Partners, Llc 35 0,00 3 0,00
2026-05-06 13F Cornerstone Planning Group LLC 1 929 1,53 182 1,11
2026-05-11 13F TD Capital Management LLC 131 500 −3,06 12 195 −4,53
2026-04-15 13F Atwood & Palmer Inc 0 −100,00 0
2026-04-27 13F Qrg Capital Management, Inc. 5 079 0,67 471 −0,84
2026-02-13 13F Platform Technology Partners 0 −100,00 0 −100,00
2026-04-24 13F Cassia Capital Partners, LLC 239 019 5,07 22 167 3,47
2026-05-15 13F Inspire Advisors, LLC 10 592 97,13 982 94,46
2026-05-15 13F Talisman Wealth Advisors LLC 0 −100,00 0
2026-05-01 13F Jmac Enterprises Llc 111 216 2,33 10 314 0,79
2026-04-09 13F VERITY Wealth Advisors 12 102 0,00 1 122 −1,49
2026-05-06 13F Gerber Kawasaki Wealth & Investment Management 114 115 −4,74 10 583 −6,17
2026-05-06 13F Intentional Wealth Strategies, LLC 66 6
2026-05-14 13F Tempo Wealth, LLC 4 508 −0,97 418 −2,34
2026-04-22 13F Traphagen Investment Advisors Llc 7 020 −10,42 651 −11,67
2026-04-07 13F Hobart Private Capital, LLC 4 173 0,00 387 −1,28
2026-05-08 13F Vanguard National Trust Co 18 480 1 714
2026-05-11 13F WFA of San Diego, LLC 7 760 −2,99 720 −4,52
2026-04-15 13F Radnor Capital Management, LLC 6 434 0,00 597 −1,49
2026-05-12 13F Laurel Wealth Advisors LLC 0 −100,00 0
2026-04-24 13F Wagner Wealth Management, Llc 2 711 0,22 251 −1,18
2026-04-30 13F First Horizon Corp 175 −42,62 16 −42,86
2026-05-11 13F Atlas Legacy Advisors, LLC 14 854 4,80 1 378 3,22
2026-05-15 13F Shepherd Kaplan Krochuk, Llc 77 426 −2,09 7 180 −3,57
2026-04-20 13F Inscription Capital, LLC 10 462 −28,30 970 −29,35
2026-04-21 13F WT Wealth Management 12 387 −0,34 1 149 −1,88
2026-05-15 13F MidFirst Bank 87 0,00 8 0,00
2026-04-09 13F Clarity Capital Advisors, LLC 0 −100,00 0
2026-04-28 13F Winthrop Capital Management, LLC 101 805 −9,49 9 −10,00
2026-04-29 13F Invested Advisors 4 207 9,44 390 8,03
2026-05-14 13F Marshall Wace, Llp 104 200 9 664
2026-01-21 13F Future Financial Wealth Managment LLC 0 −100,00 0
2026-05-01 13F Anchor Investment Management, LLC 1 995 0,20 185 −1,60
2026-04-28 13F Golden State Wealth Management, LLC 23 342 −18,54 2 165 −19,79
2026-04-14 13F Papp L Roy & Associates 78 980 −0,13 7 325 −1,64
2026-05-14 13F Us Bancorp \de\ 707 715 −2,88 65 633 −4,34
2026-05-08 13F Maia Wealth LLC 13 055 −2,76 1 211 −5,32
2026-01-20 13F Austin Private Wealth, LLC 6 528 11,99 615 10,83
2026-05-08 13F Sofos Investments, Inc. 124 −1,59 12 0,00
2026-01-21 13F Erickson Financial Group, LLC 0 −100,00 0 −100,00
2026-04-27 13F Nvwm, Llc 0 −100,00 0
2026-05-08 13F Elevation Capital Advisory, LLC 25 569 25,41 2 371 23,55
2026-04-10 13F Capital Advantage, Inc. 2 595 0,00 241 −1,64
2026-04-21 13F Valley Forge Investment Consultants Inc Adv 7 256 0,00 673 −1,61
2026-04-16 13F Capital Advisors, Ltd. LLC 233 687 −3,46 22 −4,55
2026-05-07 13F Advisor Resource Council 10 199 −10,24 946 −11,60
2026-02-13 13F Sei Investments Co 1 531 309 1,74 144 186 0,69
2026-04-21 13F Morey & Quinn Wealth Partners, LLC 2 347 0,00 218 −1,36
2026-04-08 13F Exchange Bank 6 100 −3,17 566 −4,72
2026-04-30 13F Mascoma Wealth Management LLC 76 590 213,82 7 103 209,05
2026-04-17 13F Krilogy Financial LLC 8 783 −0,58 829 −1,66
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 122 252 0,27 11 338 −1,25
2026-04-27 13F CWS Financial Advisors, LLC 2 518 0,00 234 −1,69
2026-05-14 13F Bridgewater Advisors Inc. 2 530 0,00 239 0,00
2026-05-15 13F Morgan Stanley 12 748 910 −16,33 1 182 334 −17,59
2026-04-21 13F Avaii Wealth Management, Llc 9 907 −6,38 919 −7,83
2026-04-06 13F GAMMA Investing LLC 4 416 −2,50 410 −3,99
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 1 336 870 −5,76 124 −7,52
2026-04-28 13F Howe & Rusling Inc 213 −45,24 20 −47,22
2026-05-07 13F Tacita Capital Inc 30 517 −4,83 2 830 −6,26
2026-05-08 13F StrongBox Wealth, LLC 8 507 −5,39 789 −6,86
2026-05-12 13F Bellwether Advisors, LLC 103 565 −0,58 9 605 −2,08
2026-04-27 13F Beacon Advisors Holdings, Llc 134 186 1,82 12 444 0,28
2026-04-28 13F Opes Wealth Management LLC 8 940 −5,19 829 −6,54
2026-02-17 13F Snowden Capital Advisors LLC 99 809 0,88 9 398 −0,16
2026-02-11 13F TruNorth Capital Management, LLC 0 −100,00 0
2026-05-14 13F Diversified Enterprises, LLC 33 747 −3,46 3 130 −4,92
2026-04-16 13F Strategic Advisory Partners, Llc 539 50
2026-05-13 13F Boston Family Office Llc 3 389 0,00 0
2026-04-24 13F Boston Trust Walden Corp 2 767 0,00 257 −1,54
2026-05-04 13F Mirae Asset Global Investments Co., Ltd. 45 000 −43,75 4 173 −44,60
2026-05-14 13F Guilbault Capital LLC 3 177 7,99 295 6,14
2026-04-22 13F Kennedy Investment Group 116 705 −0,44 10 823 −1,94
2026-04-15 13F NorthAvenue LLC 42 2,44 4 0,00
2026-04-30 13F Dara Capital Us, Inc. 5 749 0,00 533 −1,48
2026-01-23 13F Bowman & Co S.C. 31 020 0,27 2 922 −0,78
2026-04-10 13F Armstrong Advisory Group, Inc 11 599 −1,76 1 076 −3,24
2026-04-27 13F Turtle Creek Wealth Advisors, LLC 1 334 124
2026-04-13 13F Community Trust & Investment Co 5 424 0,00 503 −1,37
2026-04-07 13F Investment Partners Asset Management, Inc. 8 003 0,51 742 −0,93
2026-04-21 13F Decker Retirement Planning Inc. 117 11
2026-02-06 13F Mach-1 Financial Group, Inc. 0 −100,00 0
2026-05-15 13F AlphaCore Capital LLC 57 470 −1,74 5 330 −3,23
2026-04-07 13F Agate Pass Investment Management, LLC 5 832 0,00 541 −1,64
2026-04-28 13F Stephens Inc /ar/ 19 616 −0,67 1 819 −2,15
2026-04-13 13F Pettinga Financial Advisors, LLC 0 −100,00 0
2026-04-21 13F Trueblood Wealth Management, LLC 2 471 0,41 229 −0,87
2026-04-24 13F Ledyard National Bank 4 877 12,04 452 10,51
2026-05-15 13F Wealth Watch Advisors, INC 0 −100,00 0
2026-04-29 13F CVA Family Office, LLC 5 982 0,00 555 −1,60
2026-05-14 13F Roehl & Yi Investment Advisors, LLC 46 783 −3,34 4 339 −4,81
2026-05-14 13F Financial Sense Advisors, Inc. 8 456 0,30 784 −1,13
2026-05-09 13F MSH Capital Advisors LLC 2 320 −3,77 215 −5,29
2026-05-01 13F/A Lodestone Wealth Management LLC 2 014 −1,80 187 −3,63
2026-05-11 13F Salomon & Ludwin, LLC 2 086 −4,97 195 −5,83
2026-04-20 13F Financial Enhancement Group LLC 91 076 −55,28 8 639 −55,03
2026-05-13 13F BCJ Capital Management, LLC 9 706 8,21 900 6,64
2026-02-17 13F High Falls Advisors, Inc 9 112 −6,85 858 −7,74
2026-05-13 13F Daiwa Securities Group Inc. 37 990 8,89 3 523 117 333,33
2026-05-12 13F Partners Capital Investment Group, Llp 29 465 0,42 2 733 −1,09
2026-01-29 13F Vanguard Group Inc 22 113 1,25 2 082 0,24
2026-04-10 13F Country Trust Bank 36 0,00 3 0,00
2026-04-08 13F Shore Point Advisors, LLC 75 931 0,32 7 042 −1,19
2026-04-21 13F Wesbanco Bank Inc 5 362 6,96 497 5,30
2026-04-28 13F Goldstein Advisors, LLC 11 814 0,87 1 096 −0,64
2026-05-15 13F Brown Advisory Inc 15 283 −2,24 1 417 −3,74
2026-04-28 13F Pine Harbor Wealth Management, LLC 2 911 0,00 270 −1,82
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2 980 −8,14 276 −9,51
2026-05-15 13F Advisor Group Holdings, Inc. 818 745 −16,00 75 952 −17,27
2026-05-14 13F Hazlett, Burt & Watson, Inc. 933 −7,53 0
2026-05-07 13F Tidemark, LLC 680 0,00 63 −1,56
2026-04-14 13F Legacy Trust 4 265 0,00 396 −1,50
2026-04-23 13F Farmers & Merchants Investments Inc 85 0,00 8 −12,50
2026-04-30 13F BRYN MAWR TRUST Co 4 368 50,88 405 48,90
2026-04-13 13F Bouchey Financial Group Ltd 7 193 0,00 675 −0,30
2026-04-17 13F Cornell Pochily Investment Advisors, Inc. 6 457 0,17 599 −1,32
2026-05-12 13F M Holdings Securities, Inc. 46 323 −16,69 4 −20,00
2026-05-15 13F Mcdonald Partners Llc 14 500 0,00 1 345 −1,54
2026-05-13 13F Ubs Asset Management Americas Inc 26 260 371,62 2 435 364,69
2026-04-13 13F Hm Payson & Co 5 0
2026-05-06 13F Lockheed Martin Investment Management Co 104 200 9 664
2026-05-14 13F Safeguard Investment Advisory Group, LLC 13 405 −12,41 1 243 −13,74
2026-04-17 13F Mainstream Capital Management LLC 5 625 −0,05 522 −1,51
2026-02-10 13F Baker Avenue Asset Management, LP 0 −100,00 0
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 20 400 3,60 1 892 2,00
2026-04-08 13F Icapital Wealth Llc 2 165 0,00 201 −1,47
2026-05-08 13F Minot DeBlois Advisors LLC 608 7,61 56 5,66
2026-05-14 13F Fca Corp /tx 3 268 0,15 303 −1,30
2026-02-13 13F SYM FINANCIAL Corp Call 0 −100,00 0 −100,00
2026-05-14 13F Hilltop Holdings Inc. 9 700 8,65 900 7,02
2026-04-22 13F Patriot Financial Group Insurance Agency, LLC 2 170 201
2026-05-12 13F/A Ogorek Anthony Joseph /ny/ /adv 1 595 13,68 0
2026-06-02 13F Norris Financial Group, LLC 0 −100,00 0 −100,00
2026-01-29 13F Comerica Bank 186 307 −8,15 17 543 −9,10
2026-04-22 13F TPG Advisors LLC 22 743 −5,13 2 109 −6,56
2026-05-12 13F Anchor Capital Advisors Llc 0 −100,00 0
2026-04-15 13F AlphaStar Capital Management, LLC 4 110 −8,01 381 −9,29
2026-05-13 13F Cynosure Management, Llc 15 854 0,27 1 470 −1,21
2026-05-15 13F MAI Capital Management 698 393 −2,01 64 769 −3,49
2026-04-20 13F Jfs Wealth Advisors, Llc 2 403 −57,15 223 −57,95
2026-04-20 13F White Pine Investment CO 129 715 −0,89 12 0,00
2026-05-12 13F/A Signature Securities Group Corporation 4 948 12,33 459 10,63
2026-04-16 13F Blue Zone Wealth Advisors, LLC 4 036 1,08 374 −0,27
2026-05-14 13F Roof Eidam & Maycock/adv 20 822 −2,51 1 931 −3,98
2026-05-14 13F B&l Asset Management Llc 3 123 0,00 290 −1,70
2026-04-23 13F Emerald Advisors, LLC 15 438 −51,05 1 432 −51,80
2026-01-29 13F New Century Financial Group, LLC 0 −100,00 0
2026-04-10 13F Centurion Wealth Management LLC 23 041 0,20 2 137 −1,34
2026-05-07 13F Zevin Asset Management Llc 0 −100,00 0
2026-04-07 13F First Citizens Financial Corp 9 310 7,79 863 6,15
2026-05-11 13F Rossby Financial, LCC 14 979 436,69 1 388 429,77
2026-05-14 13F StoneX Group Inc. 6 969 −13,19 646 −14,55
2026-04-13 13F 5T Wealth, LLC 16 475 −4,09 1 528 −5,57
2026-05-12 13F Absolute Capital Management, LLC 2 258 −0,35 209 −1,88
2026-05-15 13F Cape Investment Advisory, Inc. 0 −100,00 0
2026-04-29 13F CFS Investment Advisory Services, LLC 14 194 −4,60 1 346 −3,93
2026-05-06 13F Fidelis Capital Partners, LLC 41 910 0,00 3 887 −1,52
2026-04-07 13F Plus Group Wealth Advisors LLC 2 189 0,00 203 −1,94
2026-02-17 13F Balyasny Asset Management Llc 0 −100,00 0
2026-05-13 13F Calton & Associates, Inc. 31 317 −14,47 2 904 −15,75
2026-01-09 13F Appleton Partners Inc/ma 0 −100,00 0
2026-05-13 13F Mairs & Power Inc 3 884 360
2026-05-07 13F Marshall & Sterling Wealth Advisors Inc. 2 450 0,29 227 −1,30
2026-05-13 13F Natixis Advisors, L.p. 27 260 −15,85 3 −33,33
2026-05-11 13F Elevate Wealth Advisory, Inc 18 381 −2,04 1 705 −3,51
2026-05-04 13F Sigma Planning Corp 156 526 4,04 14 516 2,47
2026-05-15 13F Glen Eagle Advisors, LLC 2 193 0,05 203 −1,46
2026-05-11 13F Foundations Investment Advisors, LLC 65 695 25,77 6 093 23,87
2026-04-22 13F Janney Montgomery Scott LLC 617 480 −8,04 57 −9,52
2026-04-29 13F Financial Life Advisors 5 602 −0,53 520 −2,08
2026-05-15 13F PFG Private Wealth Management, LLC 5 979 −2,29 554 −3,82
2026-05-07 13F Key Capital Management, INC 106 −56,73 10 −60,87
2026-05-15 13F Weaver Consulting Group 38 328 −1,13 3 555 −2,63
2026-04-16 13F Southern Capital Advisors, Llc 4 033 0,42 374 −1,06
2026-01-22 13F O'Brien Wealth Partners LLC 9 119 −10,51 859 −11,46
2026-04-17 13F Defined Wealth Management, Llc 34 230 0,78 3 174 −0,75
2026-04-20 13F Longview Financial Advisors, Inc. 1 401 130
2026-04-20 13F Courier Capital Llc 103 911 14,31 9 637 12,58
2026-05-15 13F Westwood Holdings Group Inc 2 359 0,00 219 −1,80
2026-05-04 13F Westside Investment Management, Inc. 2 134 −12,47 198 −13,54
2026-04-28 13F/A First Citizens Asset Management, Inc. 71 107 −49,20 5 147 −50,54
2026-05-05 13F Capital Investment Advisory Services, LLC 30 955 5,09 2 871 3,50
2026-05-14 13F HighPoint Advisor Group LLC 19 249 −7,32 1 785 −8,70
2026-04-10 13F Insight Wealth Strategies, LLC 19 475 −84,98 1 806 −85,20
2026-05-14 13F Cowa, Llc 19 075 −2,09 1 769 −3,54
2026-05-06 13F IMA Wealth, Inc. 149 0,00 14 −7,14
2026-05-12 13F Creative Planning 327 516 30,84 30 374 28,87
2026-04-28 13F Bogart Wealth, LLC 235 0,00 22 −4,55
2026-05-05 13F Black Diamond Financial, LLC 18 447 2,32 1 711 0,77
2026-05-11 13F Pathstone Holdings, LLC 33 929 −5,75 3 147 −7,17
2026-04-16 13F EdgeRock Capital LLC 7 846 0,00 728 −1,49
2026-05-14 13F Fort Point Capital Partners LLC 10 665 −0,32 989 −2,18
2026-04-01 13F Rowland & Co Investment Counsel/adv 3 632 0,00 337 −1,47
2026-04-13 13F CGC Financial Services, LLC 68 0,00 6 0,00
2026-05-12 13F Virtue Asset Management Llc 4 624 0,00 429 −1,61
2026-04-13 13F Bay Rivers Group 105 608 2,42 9 794 0,88
2026-02-17 13F MGB Wealth Management, LLC 25 037 0,08 2 359 −0,80
2026-05-11 13F Stillwater Wealth Management Group 0 −100,00 0
2026-05-15 13F Palisade Capital Management Llc/nj 0 −100,00 0
2026-04-30 13F Independence Bank of Kentucky 63 517 −2,04 5 891 −3,52
2026-04-17 13F Outlook Wealth Advisors, LLC 4 114 0,00 382 −1,55
2026-05-14 13F CIBC World Markets Inc. 10 222 0,61 948 −0,94
2026-05-01 13F First Business Financial Services, Inc. 8 694 0,00 806 −1,47
2026-05-12 13F Moneta Group Investment Advisors Llc 9 378 0,48 870 −1,03
2026-04-28 13F Bryant Woods Investment Advisors, LLC 8 134 −2,48 754 −3,95
2026-05-05 13F Bcm Advisors, Llc 29 264 −14,20 2 761 −14,68
2026-04-30 13F Relyea Zuckerberg Hanson LLC 6 101 0,41 566 −1,22
2026-05-04 13F Alta Wealth Advisors LLC 7 557 −2,30 701 −3,85
2026-04-16 13F Triad Wealth Partners, LLC 2 200 204
2026-05-12 13F Centric Wealth Management 16 500 −1,20 1 557 −2,26
2026-01-13 13F Stephens Consulting, LLC 1 348 0,00 127 −1,56
2026-05-12 13F Jeter Robert S II 6 474 609
2026-05-13 13F Old North State Trust, LLC 5 192 0,00 0
2026-04-29 13F Rockwood Wealth Management, LLC 3 144 −1,96 292 −3,32
2026-05-13 13F Keystone Financial Group 40 139 3,37 3 725 1,86
2026-04-03 13F Investors Research Corp 186 −31,37 17 −32,00
2026-04-09 13F Kelly Financial Group Llc 92 037 3,10 8 535 1,55
2026-05-04 13F Calamos Wealth Management LLC 92 811 −2,50 8 607 −3,97
2026-02-17 13F BTG Pactual Asset Management US LLC 0 −100,00 0
2026-04-28 13F B.O.S.S. Retirement Advisors, LLC 0 −100,00 0
2026-05-11 13F United Bank 4 018 −33,03 373 −34,04
2026-05-13 13F Alpha Financial Partners, LLC 2 670 0,56 248 −0,80
2026-04-10 13F High Probability Advisors, LLC 393 657 2,92 36 508 1,37
2026-05-15 13F Destination Wealth Management 4 601 21,91 427 20,00
2026-05-14 13F JustInvest LLC 4 668 −2,36 433 −4,00
2026-05-12 13F/A Granite FO LLC 6 543 −58,65 607 −59,30
2026-04-22 13F Storen Legacy Partners, LLC 2 633 0,00 244 −1,21
2026-05-07 13F Legacy Wealth Managment, LLC/ID 215 −5,29 20 −9,52
2026-05-15 13F Perennial Investment Advisors, LLC 13 838 −1,66 1 283 −3,17
2026-05-13 13F Bank Of Montreal /can/ 64 016 −10,43 5 937 −11,78
2026-04-15 13F BDFS Capital LLC 2 747 −0,11 255 −1,55
2026-04-15 13F Merit Financial Group, LLC 173 406 24,17 16 082 22,30
2026-05-12 13F Atlantic Union Bankshares Corp 895 0,00 83 −1,19
2026-05-11 13F Commerce Bank 43 851 −4,31 4 067 −5,77
2026-05-15 13F Ascent Group, LLC 96 445 −8,60 8 944 −9,97
2026-04-16 13F Heck Capital Advisors, LLC 7 042 1,51 653 0,00
2026-04-08 13F Ccg Wealth Management, Llc 15 984 −0,39 1 482 −1,85
2026-04-23 13F waypoint wealth counsel 0 −100,00 0
2026-04-24 13F Crux Wealth Advisors 2 651 −3,35 246 −5,04
2026-05-12 13F CIBC Bancorp USA Inc. 16 098 −7,70 1 493 −10,07
2026-04-24 13F Flagship Private Wealth, LLC 103 595 1,78 9 607 0,24
2026-04-17 13F Berman McAleer LLC 28 817 2,64 2 672 1,10
2026-04-02 13F Collective Family Office Llc 5 742 0,00 533 −1,48
2026-02-13 13F Colony Group, LLC 1 225 619 8,95 115 410 7,83
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 142 13
2026-04-09 13F ASL Financial, LLC 3 287 0,00 305 −1,62
2026-04-17 13F Brown, Lisle/cummings, Inc. 839 0,00 78 −2,53
2026-04-08 13F Fermata Advisors, LLC 3 658 −0,14 339 −1,45
2026-04-13 13F Foster Group, Inc. 33 615 −2,63 3 117 −4,09
2026-04-15 13F Retireful, LLC 3 070 285
2026-05-15 13F Concentric Capital Strategies, LP 0 −100,00 0
2026-04-22 13F Morris Retirement Advisors, LLC 2 289 212
2026-04-28 13F Oversea-Chinese Banking CORP Ltd 9 640 22,91 894 21,14
2026-04-28 13F Westfuller Advisors, LLC 744 0,54 69 −1,45
2026-05-07 13F Johnson Financial Group, Inc. 32 808 −2,38 3 043 −3,86
2026-04-20 13F Cardinal Strategic Wealth Guidance 38 174 5,16 3 540 3,57
2026-02-10 13F Bridges Investment Management Inc 0 −100,00 0
2026-02-25 13F Kw Wealth Management Llc 13 553 0,81 1 276 −0,23
2026-04-27 13F HB Wealth Management, LLC 20 867 10,50 1 935 8,83
2026-05-08 13F Atlantic Private Wealth, LLC 1 912 0,00 177 −1,67
2026-04-22 13F M3 Advisory Group, LLC 2 641 0,04 245 −1,61
2026-04-21 13F Alpine Bank Wealth Management 42 657 −9,94 3 956 −11,28
2026-05-07 13F Commonwealth Financial Services, LLC 2 526 0,00 234 −1,27
2026-05-15 13F IHT Wealth Management, LLC 81 233 −11,69 7 534 −13,02
2026-04-17 13F Stewardship Advisors, LLC 4 139 −13,08 384 −14,51
2026-04-29 13F/A Perryman Financial Advisory Inc /ad 32 192 −4,32 2 986 −5,78
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 945 −35,63 88 −36,96
2026-05-13 13F Transcend Wealth Collective, Llc 10 678 −0,22 990 −1,69
2026-05-13 13F Capital Advisor Network LLC 42 458 3 938
2026-02-17 13F Forefront Analytics, LLC 0 −100,00 0
2026-04-30 13F Millstone Evans Group, LLC 1 782 0,00 165 −1,20
2026-05-14 13F Mill Creek Capital Advisors, LLC 2 552 0,08 237 −1,67
2026-05-14 13F Baird Financial Group, Inc. 87 132 −13,22 8 081 −14,53
2026-02-13 13F Harborfront Financial Group LLC 3 628 342
2026-05-15 13F Walsh & Associates, LLC 1 085 −31,55 101 −32,89
2026-05-11 13F Daymark Wealth Partners, Llc 2 712 −41,18 252 −42,17
2026-04-27 13F Revisor Wealth Management LLC 3 273 0,00 304 −2,26
2026-05-04 13F Mml Investors Services, Llc 365 834 −28,02 33 927 −29,11
2026-05-05 13F Plante Moran Financial Advisors, LLC 334 −33,99 31 −36,17
2026-05-01 13F Lester Murray Antman dba SimplyRich 217 943 −1,26 20 0,00
2026-04-24 13F Essex Financial Services, Inc. 76 155 −0,14 7 063 −1,64
2026-04-08 13F Warner Financial, Inc 5 501 0,00 510
2026-05-07 13F CFG Wealth Management Services, Inc. 1 429 0,00 133 −1,49
2026-05-07 13F First National Trust Co 2 376 −0,38 220 −1,79
2026-05-15 13F Jones Financial Companies Lllp 1 159 498 14,94 105 660 11,24
2026-04-28 13F Berkshire Bank 151 232 2,94 14 025 1,40
2026-04-13 13F LexAurum Advisors, LLC 3 622 3,93 336 1,21
2026-04-21 13F PDS Planning, Inc 7 659 0,42 710 −1,11
2026-05-13 13F Brinker Capital Investments, LLC 58 542 −20,79 5 429 −21,97
2026-05-01 13F Lincoln Capital LLC 11 129 4,50 1 032 2,89
2026-04-16 13F Sweeney & Michel, Llc 20 332 5,27 1 901 2,54
2026-05-15 13F CI Private Wealth, LLC 59 544 −11,73 5 279 −16,91
2026-05-12 13F Curio Wealth, Llc 545 0,00 51 −1,96
2026-01-30 13F Urban Wealth Management, LLC 0 −100,00 0 −100,00
2026-04-21 13F Keystone Financial Group, Inc. 4 682 −16,50 434 −17,65
2026-05-15 13F Family Management Corp 21 694 −67,29 2 012 −67,80
2026-05-15 13F EFG International AG 2 837 263
2026-04-22 13F Princeton Global Asset Management LLC 600 −94,74 56 −94,87
2026-04-24 13F United Community Bank 2 575 0,00 239 −1,65
2026-05-15 13F Millennium Management Llc 4 662 58,41 432 55,96
2026-04-22 13F Uniting Wealth Partners, LLC 3 520 4,08 326 2,52
2026-05-06 13F Quadrant Private Wealth Management, LLC 5 249 −27,80 487 −28,95
2026-04-23 13F Strategic Point Investment Advisors, LLC 40 730 −4,73 3 777 −6,16
2026-04-10 13F Magnus Financial Group LLC 0 −100,00 0
2026-05-01 13F Concord Wealth Partners 5 663 0,00 525 −1,50
2026-04-13 13F Massmutual Trust Co Fsb/adv 480 −35,83 45 −37,14
2026-05-04 13F Pacific Point Advisors, LLC 2 169 0,00 201 −1,47
2026-04-27 13F Leelyn Smith, LLC 164 336 4,60 15 241 3,02
2026-02-09 13F Global Assets Advisory, LLC 0 −100,00 0
2026-04-20 13F Independent Wealth Network Inc. 0 −100,00 0
2026-05-12 13F Hilltop Partners LLC 21 439 −1,41 1 988 −2,88
2026-05-13 13F Jaffetilchin Investment Partners, LLC 15 726 6,92 1 458 5,35
2026-04-28 13F Wealth Management Resources, Inc. 125 821 0,03 11 669 −1,49
2026-04-08 13F Sax Wealth Advisors, Llc 27 669 0,00 2 605 0,00
2026-05-13 13F Ankerstar Wealth, LLC 325 0,00 30 0,00
2026-04-17 13F Signal Advisors Wealth, LLC 7 657 9,17 710 7,58
2026-04-23 13F Oppenheimer & Co Inc 9 853 2,02 914 0,44
2026-05-13 13F Quantbot Technologies LP 17 2
2026-04-21 13F Centennial Advisors, LLC 0 −100,00 0
2026-05-11 13F Wells Fargo & Company/mn 3 543 301 0,96 328 606 −0,56
2026-04-24 13F Newton One Investments LLC 329 −10,60 31 −11,76
2026-05-06 13F CNB Bank 471 0,00 44 −2,27
2026-04-10 13F First Bank & Trust 4 851 −0,66 450 −2,18
2026-04-15 13F Ridgeline Wealth, LLC 2 367 −14,33 220 −15,77
2026-04-29 13F Capital Planning LLC 114 795 −1,39 10 646 −2,34
2026-05-12 13F Operose Advisors LLC 331 0,00 31 −3,23
2026-05-06 13F Oxford Financial Group Ltd 3 391 −5,52 314 −6,82
2026-04-20 13F Provenance Wealth Advisors, LLC 51 0,00 5 0,00
2026-04-17 13F Cidel Asset Management Inc 6 760 0,00 627 −1,57
2026-05-12 13F Pacific Center for Financial Services 231 033 −3,07 21 426 −5,52
2026-05-08 13F Stonebridge Financial Planning Group, LLC 6 530 0,00 606 −1,47
2026-05-14 13F Capital Analysts, Inc. 3 434 −86,47 0 −100,00
2026-04-08 13F First Heartland Consultants, Inc. 37 637 22,60 3 490 20,76
2026-04-27 13F GenTrust, LLC 4 351 9,49 404 7,75
2026-05-27 13F/A Maripau Wealth Management Llc 3 879 −8,41 360 −9,80
2026-04-29 13F Skopos Labs, Inc. 5 923 549
2026-04-30 13F Simplicity Wealth,LLC 5 888 −11,74 546 −13,06
2026-05-12 13F Rakuten Investment Management, Inc. 205 766 100,00 19 490 100,00
2026-04-29 13F Frankly Finances, LLC 262 0,00 24 0,00
2026-02-06 13F Forefront Wealth Partners, LLC 0 −100,00 0
2026-04-17 13F Webster Bank, N. A. 5 823 −2,59 540 −3,91
2026-05-14 13F August Group Capital Ltd 3 110 9,24 288 7,46
2026-04-07 13F Sage Capital Advisors,llc 5 168 0,00 479 −1,44
2026-01-12 13F Lvm Capital Management Ltd/mi 0 −100,00 0
2026-05-05 13F Regions Financial Corp 5 707 0,00 529 −1,49
2026-05-14 13F VestGen Advisors, LLC 8 098 −20,30 765 −19,98
2026-04-09 13F Kwmg, Llc 137 176 3,53 12 722 1,97
2026-05-01 13F Midwest Trust Co 7 031 −4,60 652 −5,92
2026-04-24 13F Private Advisor Group, LLC 492 726 −2,09 45 695 −3,57
2026-04-30 13F Manning & Napier Advisors Llc 318 0,00 29 0,00
2026-05-14 13F Financial Engines Advisors L.L.C. 4 267 3,82 396 2,33
2026-04-28 13F ORG Wealth Partners, LLC 1 051 −14,76 98 −16,38
2026-04-08 13F Arlington Trust Co LLC 678 −6,87 63 −8,82
2026-04-20 13F Brandywine Oak Private Wealth Llc 35 074 −4,43 3 253 −5,88
2026-04-20 13F Chatterton & Associates Inc. 11 012 21,81 1 034 21,39
2026-05-14 13F Retiremitten Financial Llc 62 6
2026-04-15 13F Journey Strategic Wealth Llc 43 967 1,03 4 078 −0,49
2026-05-13 13F Signature Equity Partners, LLC 217 −54,03 20 −54,55
2026-04-23 13F McElhenny Sheffield Capital Management, LLC 3 653 0,00 339 −1,46
2026-05-05 13F Kickstand Ventures, Llc. 2 687 −0,37 249 −1,58
2026-04-28 13F Stratos Wealth Advisors, LLC 2 977 8,18 276 6,56
2026-05-12 13F Icon Wealth Advisors, LLC 30 996 6,01 2 910 5,67
2026-05-14 13F Proficio Capital Partners LLC 2 800 0,00 260 −1,52
2026-04-20 13F Sowell Financial Services LLC 103 559 −2,12 9 604 −3,58
2026-02-05 13F Center for Financial Planning, Inc. 293 0,00 28 0,00
2026-05-06 13F Arcus Capital Partners, LLC 20 665 −2,55 1 917 −4,01
2026-04-08 13F Lineweaver Wealth Advisors, LLC 317 175 1,66 29 415 0,13
2026-05-14 13F Empower Advisory Group, LLC 2 729 −17,75 253 −18,91
2026-04-16 13F Quotient Wealth Partners, LLC 75 320 −89,72 6 985 −89,88
2026-05-13 13F S&t Bank/pa 2 442 0,00 226 −1,31
2026-05-15 13F Evergreen Wealth Solutions, LLC 5 700 529
2026-05-13 13F Keystone Wealth Services, LLC 12 007 −18,57 1 114 −19,81
2026-02-12 13F Brueske Advisory Services, LLC 0 −100,00 0
2026-05-15 13F Fmr Llc 15 351 246 25,72 1 423 675 23,82
2026-02-13 13F Stark Wealth Management LLC 0 −100,00 0
2026-04-15 13F QTR Family Wealth, LLC 0 −100,00 0
2026-05-11 13F Lcnb Corp 5 150 0,00 478 −1,45
2026-04-28 13F Steigerwald, Gordon & Koch Inc. 514 0,39 48 −2,08
2026-05-11 13F Beacon Capital Management, LLC 2 873 0,38 266 −1,12
2026-05-26 13F Serenity Investment Advisors 0 −100,00 0
2026-01-16 13F Oregon Pacific Wealth Management, LLC 0 −100,00 0
2026-04-24 13F Keybank National Association/oh 301 021 −6,53 27 917 −7,94
2026-05-06 13F Ascent Wealth Partners, LLC 0 −100,00 0
2026-05-15 13F KM Capital Management Ltd. 1 636 154
2026-04-21 13F Armbruster Capital Management, Inc. 166 058 1,15 15 400 −0,38
2026-04-07 13F Signaturefd, Llc 23 883 0,90 2 215 −0,63
2026-04-20 13F LS Investment Advisors, LLC 7 332 −3,54 680 −5,03
2026-01-27 13F Godsey & Gibb Associates 0 −100,00 0
2026-05-08 13F SHP Wealth Management 5 457 −0,31 506 −1,75
2026-02-13 13F Tcfg Wealth Management, Llc 0 −100,00 0 −100,00
2026-02-12 13F Chilton Capital Management Llc 0 −100,00 0
2026-05-14 13F Atomi Financial Group, Inc. 12 289 −7,53 1 140 −8,95
2026-05-14 13F Betterment LLC 3 023 −3,51 0
2026-05-14 13F Caisse De Depot Et Placement Du Quebec 441 070 40 905
2026-05-15 13F Headinvest, Llc 6 111 0,00 567 −1,57
2026-05-08 13F Gen-Wealth Partners Inc 10 531 0,70 977 −0,81
2026-05-18 13F Ashton Thomas Securities, Llc 9 526 883
2026-04-13 13F Professional Financial Advisors, LLC 6 846 −0,16 635 −1,71
2026-05-06 13F Angeles Wealth Management, Llc 1 126 104
2026-05-01 13F Welch & Forbes Llc 19 116 0,00 1 773 −1,50
2026-05-13 13F ShoreHaven Wealth Partners, LLC 13 513 −0,23 1 253 −1,73
2026-04-28 13F Golden State Equity Partners 32 429 104,52 3 007 101,41
2026-05-07 13F ESL Trust Services, LLC 595 0,00 55 −1,79
2026-04-23 13F American National Bank 821 0,00 76 −1,30
2026-04-23 13F Intrua Financial, LLC 7 139 −5,07 662 −6,50
2026-04-24 13F Medallion Wealth Advisors, LLC 1 629 0,06 151 −1,31
2026-05-11 13F Estate Planners Group, LLC 0 −100,00 0
2026-05-08 13F Smithfield Trust Co 3 648 −0,82 0
2026-05-15 13F Vestmark Advisory Solutions, Inc. 13 923 −70,34 1 291 −70,79
2026-05-12 13F Stokes Family Office, LLC 3 988 −3,88 370 −5,38
2026-05-22 13F Wellington Grp LLC 0 −100,00 0
2026-05-15 13F XTX Topco Ltd 28 573 123,31 2 650 120,02
2026-01-26 13F Consolidated Portfolio Review Corp 0 −100,00 0 −100,00
2026-05-05 13F Tortoise Investment Management, LLC 0 −100,00 0
2025-12-16 13F Emergent Wealth Advisors, LLC 0 −100,00 0 −100,00
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 4 370 460 −37,37 406 920 −38,32
2026-05-11 13F West Wealth Group, LLC 16 592 6,87 1 539 5,27
2026-04-06 13F WASHINGTON TRUST Co 3 584 0,00 332 −1,48
2026-05-01 13F Win Advisors, Inc 87 613 8 125
2026-04-14 13F Twelve Points Wealth Management LLC 7 408 0,00 687 −2,00
2026-04-27 13F Sound Income Strategies, LLC 2 542 −13,21 236 −14,86
2026-05-14 13F Boreal Capital Management LLC 265 −94,88 25 −95,07
2026-05-13 13F Strategic Financial Concepts, LLC 2 867 266
2026-04-07 13F Blueline Advisors Llc 1 981 0,00 184 −1,61
2026-05-06 13F Hallmark Capital Management Inc 5 −99,64 0 −100,00
2026-01-20 13F Tritonpoint Wealth, Llc 0 −100,00 0
2026-04-09 13F Thrive Wealth Management, LLC 0 −100,00 0
2026-05-15 13F J. Goldman & Co LP 4 093 380
2026-05-12 13F Prostatis Group LLC 0 −100,00 0
2026-05-13 13F Edmond De Rothschild Holding S.a. 3 826 −45,05 355 −45,95
2026-02-11 13F First Command Advisory Services, Inc. 0 −100,00 0
2026-04-10 13F OMNI 360 Wealth, Inc. 4 158 −3,21 386 −5,17
2026-02-11 13F Parallel Advisors, LLC 74 807 −11,49 7 044 −12,41
2026-04-15 13F Milestone Asset Management, Llc 6 500 18,03 603 16,22
2026-04-16 13F Koenig Investment Advisory, LLC 149 232 0,73 13 840 −3,50
2026-05-12 13F Independent Advisor Alliance 181 404 3 339,59 16 823 3 291,73
2026-05-13 13F/A Jpmorgan Chase & Co 1 865 981 −47,33 171 092 −48,71
2026-05-06 13F Townsend Asset Management Corp /nc/ /adv 17 721 0,05 1 643 −1,44
2026-05-11 13F Insight Advisors, LLC/ PA 2 387 −2,33 221 −3,91
2026-05-13 13F Parkside Financial Bank & Trust 1 399 0,00 130 −1,53
2026-05-04 13F Sound Portfolio Advisors, LLC 66 668 −1,59 6 183 −3,07
2026-04-28 13F Whittier Trust Co 25 011 0,00 2 337 −1,18
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 225 0,00 21 −4,76
2026-04-28 13F Integrated Advisors Network LLC 12 931 −19,15 1 199 −20,33
2026-05-01 13F Mutual Advisors, LLC 28 165 −17,27 2 612 −18,50
2026-05-08 13F Glenview Trust Co 5 088 −9,42 472 −10,80
2026-05-12 13F Oakmont Advisory Group, LLC 4 665 −65,22 433 −65,77
2026-05-11 13F Seeds Investor Llc 4 853 455
2026-05-05 13F Aventura Private Wealth, LLC 664 0,00 62 −1,61
2026-05-11 13F Garton & Associates Financial Advisors LLC 0 −100,00 0
2026-04-09 13F Secure Asset Management, LLC 3 796 0,00 352 −1,40
2026-04-24 13F Horizon Wealth Management, LLC 5 027 −22,73 466 −23,86
2026-05-13 13F Measured Wealth Private Client Group, LLC 501 0,00 46 −2,13
2026-05-07 13F Santori & Peters, Inc. 24 539 0,06 2 276 −1,47
2026-05-13 13F AE Wealth Management LLC 36 746 −66,90 3 408 −67,40
2026-05-11 13F Becker Capital Management Inc 5 981 0,00 555 −1,60
2026-05-13 13F Lido Advisors, LLC 249 200 −9,17 23 111 −11,44
2026-05-14 13F Mission Creek Capital Partners, Inc. 9 113 34,15 845 32,24
2026-05-15 13F Bank Of America Corp /de/ 12 775 026 −1,91 1 184 756 −3,39
2026-02-13 13F Charles Schwab Investment Management Inc 0 −100,00 0
2026-04-08 13F Canandaigua National Corp 4 249 394
2026-04-13 13F IFP Advisors, Inc 140 507 −1,22 13 031 −2,72
2026-04-17 13F Union Savings Bank 740 0,00 69 −1,45
2026-04-28 13F Harbor Capital Advisors, Inc. 159 813 15
2026-05-15 13F AIMZ Investment Advisors, LLC 8 024 0,00 744 −1,46
2026-05-19 13F Sonoma Allocations LLC 2 376 0,42 221 −1,78
2026-05-14 13F Beaird Harris Wealth Management, LLC 373 0,00 35 −2,86
2026-04-22 13F Midwest Financial Group LLC 8 703 0,39 807 −1,10
2026-04-07 13F CoreCap Advisors, LLC 21 661 3,82 2 009 2,24
2026-04-15 13F Parsons Capital Management Inc/ri 2 807 0,00 260 −1,52
2026-05-11 13F Pecaut & Co. 0 −100,00 0
2026-01-20 13F Maryland Capital Advisors Inc. 1 848 0,00 174 −0,57
2026-04-23 13F Caliber Wealth Management, LLC / KS 50 838 −2,60 4 715 −4,07
2026-05-11 13F McCartney Wealth Management LLC 2 297 213
2026-05-11 13F Sittner & Nelson, Llc 216 0,00 20 0,00
2026-04-08 13F Castle Rock Wealth Management, LLC 5 649 −0,53 527 −1,86
2026-05-06 13F ProVise Management Group, LLC 9 083 −9,20 842 −10,52
2026-05-11 13F Portfolio Design Labs, LLC 101 202 −10,39 9 385 −11,75
2026-05-19 13F McIlrath & Eck, LLC 274 0,00 25 0,00
2026-05-15 13F Quantinno Capital Management LP 97 794 18,75 9 069 16,96
2026-05-08 13F Russell Investments Group, Ltd. 853 808 0,20 79 182 −1,31
2026-05-21 13F Verus Capital Partners, Llc 133 131 2,82 12 347 1,27
2026-04-24 13F Bayban 4 797 2,57 445 0,91
2026-04-27 13F Pensionmark Financial Group, Llc 65 710 −4,05 6 094 −5,51
2026-04-30 13F Verdence Capital Advisors LLC 13 573 −4,35 1 259 −5,84
2026-04-10 13F GEM Asset Management, LLC 5 866 0,00 544 −1,45
2026-04-17 13F Wealth Management Partners, LLC 26 661 −4,30 2 473 −5,76
2026-05-11 13F Per Stirling Capital Management, LLC. 71 319 0,40 6 614 −1,11
2026-05-04 13F Savant Capital, LLC 91 655 −5,61 8 500 −7,03
2026-01-30 13F Caldwell Securities, Inc 529 0,00 50 −2,00
2026-05-13 13F Caitlin John, LLC 189 0,00 18 0,00
2026-05-05 13F HighTower Advisors, LLC 701 950 4,58 65 099 3,00
2026-04-17 13F Baker Ellis Asset Management LLC 0 −100,00 0
2026-05-15 13F Smartleaf Asset Management LLC 17 804 7,38 1 633 3,68
2026-04-30 13F Yukon Wealth Management, Inc. 6 724 0,13 624 −2,35
2026-04-10 13F Connecticut Capital Management Group, LLC 2 680 0,00 249 −1,59
2026-04-16 13F BridgePort Financial Solutions, LLC 87 001 −4,15 8 068 −5,59
2026-05-05 13F Advisory Advocates, LLC 6 607 0,00 613 −1,61
2026-05-14 13F Venture Visionary Partners LLC 4 668 0,00 433 −1,59
2026-02-11 13F Ipsen Advisor Group LLC 0 −100,00 0
2026-05-14 13F Neuberger Berman Group LLC 7 164 −29,91 664 −30,98
2026-04-21 13F Gilpin Wealth Management, Llc 5 770 0,00 535 −1,47
2026-05-15 13F Transamerica Financial Advisors, Inc. 40 263,64 4 200,00
2026-04-28 13F Whittier Trust Co Of Nevada Inc 5 226 −1,88 488 −2,98
2026-05-13 13F First Citizens Bank & Trust Co 20 228 −17,96 1 876 −19,22
2026-05-01 13F Associated Banc-corp 3 912 −36,65 363 −37,69
2026-05-12 13F WCG Wealth Advisors LLC 13 868 3,27 1 286 1,74
2026-05-15 13F Macquarie Group Ltd 0 −100,00 0
2026-04-13 13F Kelly Financial Services LLC 4 160 −2,64 386 −4,23
2026-05-04 13F HBW Advisory Services LLC 2 537 2,59 235 1,29
2026-02-12 13F CIBC Private Wealth Group, LLC 16 021 −8,14 1 509 −9,10
2026-05-12 13F Ellis Investment Partners, LLC 16 642 −14,60 1 543 −15,87
2026-02-06 13F New Millennium Group LLC 137 0,00 13 −7,69
2026-05-14 13F Virtus ETF Advisers LLC 52 15,56 5 0,00
2026-04-21 13F Merkkuri Wealth Advisors LLC 451 42
2026-04-27 13F PFG Investments, LLC 7 744 −63,85 718 −64,40
2026-05-08 13F HORAN Wealth, LLC 7 559 0,00 712 0,00
2026-04-15 13F WESPAC Advisors SoCal, LLC 6 826 0,00 633 −1,40
2026-04-27 13F GDS Wealth Management 278 149 5,10 25 796 3,51
2026-04-29 13F WealthPLAN Partners, LLC 0 −100,00 0
2026-04-28 13F Robertson Stephens Wealth Management, LLC 19 173 −6,13 1 778 −7,54
2026-05-15 13F Larson Financial Group LLC 5 246 3,02 487 1,46
2026-05-07 13F Perissos Private Wealth Management, LLC 2 765 0,00 256 −1,54
2026-05-19 13F Front Row Advisors LLC 3 093 0,00 287 −1,72
2026-04-27 13F Level Wealth Management LLC 5 944 551
2026-04-29 13F Cary Street Partner Investment Advisory Llc 1 711 4,97 159 3,27
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 2 641 −11,17 245 −12,54
2026-01-27 13F Brighton Jones Llc 0 −100,00 0
2026-04-14 13F Southland Equity Partners LLC 14 771 −2,46 1 370 −3,93
2026-04-30 13F Hyposwiss Advisors SA 600 0,00 56 −1,79
2026-05-01 13F Richardson Financial Services Inc. 4 568 −8,09 424 −9,42
2026-04-23 13F Vista Investment Partners Ii, Llc 2 505 −1,34 232 −2,93
2026-05-20 13F Hobbs Group Advisors, LLC 36 620 −3,48 3 396 −4,93
2026-04-21 13F Cfm Wealth Partners Llc 58 971 0,36 5 469 −1,16
2026-05-04 13F Carrera Capital Advisors 138 278 −15,80 12 824 −17,07
2026-04-16 13F Brookstone Capital Management 893 614 4,60 82 874 3,02
2026-05-01 13F Compass Financial Services Inc 0 −100,00 0
2026-04-16 13F Financial Management Network Inc 5 592 −6,30 525 −6,09
2026-05-01 13F Sachetta, LLC 9 225 0,02 855 −1,50
2026-05-07 13F Mullooly Asset Management, Inc. 38 931 −0,86 3 610 −2,35
2026-05-14 13F Northern Trust Corp 18 767 21,42 1 740 19,59
2026-05-15 13F Chokshi & Queen Wealth Advisors, Inc 2 564 238
2026-05-07 13F Rothschild Investment Llc 1 844 0,00 171 −1,16
2026-04-17 13F Murphy & Mullick Capital Management Corp 184 0,00 17 0,00
2026-01-12 13F Heartwood Wealth Advisors LLC 0 −100,00 0
2026-05-11 13F Allstate Corp 58 372 0,00 5 413 −1,51
2026-04-13 13F Woodside Wealth Management LLC 41 479 −7,80 3 847 −9,21
2026-05-15 13F Keating Financial Advisory Services, Inc. 12 676 −11,80 1 176 −13,16
2026-05-15 13F TRUE Private Wealth Advisors 3 282 −0,12 304 −1,62
2026-04-07 13F Fragasso Group Inc. 45 768 −5,51 4 276 −6,25
2026-04-16 13F Capital Investment Advisors, LLC 2 754 −9,14 255 −10,53
2026-05-08 13F Resources Investment Advisors, LLC. 226 716 −3,36 21 026 −4,82
2026-05-08 13F SYM FINANCIAL Corp 3 081 3,49 286 1,79
2026-02-13 13F Barclays Plc 529 659 5,87 49 873 4,78
2026-04-16 13F Evolve Private Wealth, Llc 4 122 2,21 382 0,79
2026-05-15 13F Estate Counselors, LLC 3 400 315
2026-04-30 13F Costello Asset Management, INC 34 3
2026-04-24 13F Reality Financial Planning Services, LLC 37 383 6,89 3 467 5,25
2026-05-11 13F Sage Mountain Advisors LLC 10 752 8,91 997 7,32
2026-05-11 13F Aprio Wealth Management, LLC 2 993 278
2026-05-11 13F Optimist Retirement Group LLC 2 712 0,00 252 −1,57
2026-05-15 13F NorthRock Partners, LLC 30 132 61,19 2 794 58,75
2026-05-06 13F Modera Wealth Management, LLC 2 534 10,51 235 9,30
2026-05-13 13F Forthright Family Wealth Advisory LLC 21 798 1 822
2026-05-01 13F Granite Bay Wealth Management, LLC 8 949 5,63 830 4,02
2026-04-28 13F Sheridan Capital Management, LLC 26 575 0,52 2 465 −1,00
2026-04-24 13F Syntax Research, Inc. 30 354 86,98 2 815 84,23
2026-04-23 13F Kerntke Otto McGlone Wealth Management Group 9 851 0,41 914 −1,08
2026-05-14 13F Frederick Financial Consultants, LLC 2 350 0,00 218 −1,81
2026-04-27 13F Soltis Investment Advisors LLC 12 524 −0,46 1 162 −1,94
2026-05-12 13F Kovack Advisors, Inc. 22 228 86,54 2 061 83,60
2026-02-17 13F Capital Insight Partners, Llc 20 602 −17,61 1 940 −18,46
2026-05-07 13F Symphony Financial Services, Inc. 24 765 −3,15 2 297 −4,61
2026-05-15 13F Ameriprise Financial Inc 2 443 495 −12,99 226 645 −14,27
2026-05-14 13F Dynasty Wealth Management, Llc 212 459 −76,22 19 703 −76,58
2026-05-06 13F Vista Capital Partners, Inc. 7 134 0,00 662 −1,49
2026-05-15 13F Integrated Wealth Concepts LLC 426 378 50,94 39 542 48,67
2026-02-10 13F Meitav Dash Investments Ltd 0 −100,00 0
2026-04-17 13F Fifth Third Wealth Advisors LLC 2 900 −61,92 269 −62,62
2026-04-17 13F Atlas Brown,Inc. 4 401 0,64 408 −0,73
2026-05-11 13F Fiduciary Group LLC 9 061 0,00 840 −1,52
2026-04-14 13F Patriot Investment Management Inc. 28 495 −0,61 2 643 −2,11
2026-04-22 13F Stone House Investment Management, LLC 4 075 1,32 378 −0,26
2026-04-08 13F Leonard Rickey Investment Advisors P.L.L.C. 169 816 −3,79 15 749 −5,24
2026-05-15 13F Aqr Capital Management Llc 113 956 −4,45 10 568 −5,89
2026-05-07 13F MONECO Advisors, LLC 105 812 −3,48 9 813 −4,94
2026-04-03 13F Global Wealth Strategies & Associates 388 0,00 36 −2,78
2026-02-13 13F LGT Financial Advisors LLC 0 −100,00 0
2026-04-21 13F Columbus Macro, LLC 4 706 −3,74 436 −5,22
2026-05-15 13F Capstone Triton Financial Group, LLC 7 506 100,00 701 98,58
2026-04-20 13F Darrow Company, Inc. 179 532 2,70 16 650 1,15
2026-04-29 13F Flatrock Wealth Partners LLC 26 616 3,38 2 468 1,82
2026-04-29 13F Sageworth Trust Co of South Dakota 3 400 0,00 315 −1,56
2026-04-06 13F Washington Trust Advisors, Inc. 1 300 0,00 121 −1,64
2026-04-24 13F Brown Financial Advisory 6 452 −23,30 598 −24,49
2026-05-12 13F Thoroughbred Financial Services, Llc 15 106 −8,63 1 0,00
2026-02-04 13F Dogwood Wealth Management LLC 0 −100,00 0
2026-05-13 13F Visionary Wealth Advisors 28 639 −1,49 2 656 −3,00
2026-05-12 13F Red Reef Advisors Llc 1 700 18,30 158 16,30
2026-04-21 13F GFG Capital, LLC 15 804 −14,86 1 466 −16,14
2026-04-28 13F Stratos Wealth Partners, LTD. 187 090 −22,52 17 351 −23,69
2026-04-17 13F United Advisor Group, LLC 8 466 14,39 785 12,79
2026-04-27 13F Moran Wealth Management, LLC 0 −100,00 0
2026-05-06 13F Greenwood Gearhart Inc 0 −100,00 0
2026-05-04 13F Calamos Advisors LLC 92 811 8 607
2026-04-08 13F Graves-Light Private Wealth Management, Inc. 10 712 0,00 993 −1,49
2026-02-11 13F Capital Group Private Client Services, Inc. 0 −100,00 0 −100,00
2026-04-21 13F Old National Bancorp /in/ 3 904 362
2026-05-07 13F Green Square Capital Advisors Llc 2 493 0,44 231 −0,86
2026-05-14 13F Marble Wealth, LLC 3 028 0,30 281 −1,41
2026-04-20 13F Ritholtz Wealth Management 800 500 74 238
2026-04-13 13F Enclave Advisors LLC 4 161 −11,18 386 −12,70
2026-05-14 13F Providence Capital Advisors, LLC 2 072 0,00 192 −1,54
2026-01-29 13F Concurrent Investment Advisors, LLC 93 655 9,94 8 819 8,81
2026-05-15 13F Fiduciary Trust Co 44 448 −0,62 4 122 −2,11
2026-05-12 13F TD Waterhouse Canada Inc. 29 571 4,51 2 739 2,82
2026-04-20 13F YANKCOM Partnership 541 0,00 50 0,00
2026-04-28 13F LVZ Advisors, Inc. 2 948 0,00 273 −1,44
2026-04-13 13F Cyndeo Wealth Partners, LLC 33 307 1,57 3 089 0,03
2026-05-14 13F Trustmark National Bank Trust Department 14 500 −18,43 1 345 −19,67
2026-05-13 13F Peck Wealth Management, LLC 0 −100,00 0
2026-04-20 13F Kastel Capital Advisors, LLC 30 899 0,00 2 909 0,00
2026-04-24 13F Stock Yards Bank & Trust Co 84 546 −6,27 7 841 −7,69
2026-04-30 13F Kestra Advisory Services, LLC 329 668 17,58 30 573 15,81
2026-05-12 13F Strategic Wealth Partners, Ltd. 2 585 44,09 240 42,26
2026-04-17 13F Trinity Wealth Management, LLC 167 481 −0,31 15 532 −1,81
2026-05-01 13F Fifth Third Bancorp 164 703 1 799,91 15 275 1 771,81
2026-05-15 13F Pettyjohn, Wood & White, Inc 5 267 0,00 488 −1,41
2026-05-07 13F Rachor Investment Advisory Services, LLC 3 0
2026-05-05 13F West Michigan Advisors, Llc 7 965 −5,64 739 −7,05
2026-04-10 13F Harpswell Capital Advisors, LLC 4 000 −27,27 371 −28,43
2026-04-21 13F Pinnacle Associates Ltd 2 488 −26,37 231 −27,67
2026-04-10 13F Intellectus Partners, LLC 18 133 −0,09 1 682 −1,58
2026-05-05 13F Journey Advisory Group, LLC 218 582 −1,60 20 271 −3,08
2026-05-06 13F Gryphon Financial Partners LLC 0 −100,00 0
2026-05-13 13F BlackRock, Inc. 3 219 933 −22,63 298 617 −23,80
2026-04-10 13F Harbor Group, Inc. 4 039 2,59 375 1,08
2026-04-24 13F Alexis Investment Partners, LLC 0 −100,00 0
2026-05-13 13F Yarger Wealth Strategies, Llc 13 349 0,39 1 238 −1,12
2026-05-01 13F BKD Wealth Advisors, LLC 21 282 −75,25 1 974 −75,63
2026-04-14 13F Prospera Financial Services Inc 74 429 0,18 6 904 −1,33
2026-04-21 13F Accredited Investor Services, Llc 24 851 −0,78 2 305 −2,29
2026-04-20 13F SILVER OAK SECURITIES, Inc 7 835 −75,44 727 −76,03
2026-05-04 13F N.E.W. Advisory Services LLC 11 0,00 1 0,00
2026-05-05 13F Mandatum Life Insurance Co Ltd 41 527 0,00 3 851 −1,51
2026-04-08 13F Miracle Mile Advisors, LLC 17 178 −31,85 1 593 −32,87
2026-04-15 13F Planning Directions Inc 4 730 −1,91 439 −3,52
2026-05-08 13F Pnc Financial Services Group, Inc. 4 482 760 −3,99 415 731 −5,44
2026-05-11 13F Td Asset Management Inc 2 454 4,25 228 2,71
2026-04-22 13F Coston, McIsaac & Partners 1 293 0,00 0
2026-05-05 13F Fisher Asset Management, LLC 4 207 13,70 390 12,07
2026-04-15 13F Cypress Wealth Services, LLC 7 380 −3,34 684 −4,74
2026-05-11 13F Pinnacle Wealth Planning Services, Inc. 8 637 0,22 801 −1,36
2026-04-30 13F Walled Lake Planning & Wealth Management, Llc 172 101 −0,58 15 961 −2,08
2026-04-13 13F Chris Bulman Inc 2 716 −25,75 252 −27,03
2026-05-13 13F Baron Silver Stevens Financial Advisors, Llc 216 124 −3,74 20 043 −5,20
2026-05-12 13F Colonial Trust Co / SC 5 130 −0,12 476 −1,66
2026-05-15 13F Alliancebernstein L.p. 301 846 −5,10 28 422 −5,10
2026-05-15 13F Ariadne Wealth Management, LP 3 976 0,00 369 −2,65
2026-05-14 13F Vermillion & White Wealth Management Group, LLC 37 035 1 440,56 3 469 1 434,51
2026-05-14 13F Pinnacle Financial Partners, Inc. 4 791 0,36 444 −1,11
2026-05-08 13F LaSalle St. Investment Advisors, LLC 0 −100,00 0
2026-04-29 13F W Advisors, Llc 6 953 1,30 645 −0,31
2026-05-04 13F Brickley Wealth Management 106 608 0,10 9 887 −1,41
2026-05-07 13F Wells Financial Advisors INC 9 502 −74,71 881 −75,09
2026-05-11 13F HBK Sorce Advisory LLC 0 −100,00 0
2026-05-15 13F Empowered Funds, LLC 26 286 141,96 2 438 138,45
2026-05-15 13F Gotham Asset Management, LLC 58 833 4,93 5 456 3,35
2026-04-30 13F Legacy Financial Advisors, Inc. 11 049 −50,50 1 025 −51,26
2026-04-29 13F American Capital Advisory, LLC 1 127 0,00 105 −1,89
2026-05-04 13F 1st Source Bank 4 455 19,63 413 18,00
2026-05-11 13F Eldridge Investment Advisors, Inc. 5 811 0,00 539 −1,65
2026-04-21 13F Spectrum Asset Management, Inc. (NB/CA) 49 279 −59,86 4 570 −60,46
2026-05-11 13F Empire Life Investments Inc. 13 547 1 255
2026-04-08 13F JGP Wealth Management, LLC 7 427 −0,31 689 −1,85
2026-04-22 13F Muirfield Wealth Advisors Llc 44 726 11,15 4 148 9,48
2026-02-13 13F Graney & King, LLC 0 −100,00 0
2026-04-13 13F Fiduciary Financial Group, Llc 22 610 −4,28 2 097 −5,76
2026-05-01 13F Wealthspire Advisors, LLC 6 964 −30,88 646 −31,96
2026-04-17 13F Provident Wealth Management, LLC 13 440 −3,44 1 246 −4,89
2026-05-15 13F Flow Traders U.s. Llc 53 118 327,54 5 300,00
2026-05-08 13F Compass Capital Corp /ma/ /adv 12 059 −7,64 1 135 −9,27
2026-04-23 13F J.w. Cole Advisors, Inc. 103 366 0,73 9 586 19,05
2026-04-23 13F Blue Rock Wealth Management LLC 10 248 −0,29 950 −1,76
2026-05-07 13F MA Private Wealth 98 668 −0,17 9 150 −1,68
2026-05-12 13F Jane Street Group, Llc 0 −100,00 0 −100,00
2026-05-13 13F Aviso Financial Inc. 55 5
2026-05-14 13F Regal Investment Advisors LLC 27 174 2,45 2 520 0,92
2026-05-06 13F Bartlett & Co. Wealth Management Llc 3 248 −5,47 306 −5,26
2026-02-12 13F Cloud Capital Management, LLC 0 −100,00 0
2026-04-15 13F Bernardo Wealth Planning LLC 19 286 −7,89 1 789 −9,28
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 203 693 −3,78 18 598 −6,72
2026-05-07 13F Cassaday & Co Wealth Management LLC 9 010 14,54 836 12,84
2026-05-12 13F Guidance Point Advisors, LLC 11 507 5,32 1 067 3,79
2026-02-09 13F Allium Financial Advisors, Llc 0 −100,00 0 −100,00
2026-05-16 13F Sunbelt Securities, Inc. 6 206 0,42 576 −1,03
2026-05-13 13F 1620 Investment Advisors, Inc. 30 0,00 3 0,00
2026-05-12 13F Tiaa Trust, National Association 0 −100,00 0
2026-04-13 13F Bourgeon Capital Management Llc 3 900 0,00 362 −1,63
2026-05-13 13F Kovitz Investment Group Partners, LLC 2 298 −11,34 213 −12,70
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