SPHQ - Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF Akcje - cena akcji, własność instytucjonalna, akcjonariusze (BMV)

Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
MX ˙ BMV ˙ US46137V2410
Podstawowe statystyki
Właściciele instytucjonalni 718 total, 718 long only, 0 short only, 0 long/short - change of 1,44% MRQ
Średnia alokacja portfela 0.6248 % - change of -2,84% MRQ
Akcje instytucjonalne (długie) 134 287 949 (ex 13D/G) - change of -0,18MM shares -0,60% MRQ
Wartość instytucjonalna (długa) $ 9 944 897 USD ($1000)
Własność instytucjonalna i akcjonariusze

Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF (MX:SPHQ) posiada 718 właściciele instytucjonalni i akcjonariusze, którzy złożyli formularze 13D/G lub 13F w Komisji Papierów Wartościowych (SEC). Instytucje te posiadają łącznie 134,287,949 akcji. Do największych akcjonariuszy należą LPL Financial LLC, Cliftonlarsonallen Wealth Advisors, Llc, Ameriprise Financial Inc, Wealth Enhancement Advisory Services, Llc, Fmr Llc, Morgan Stanley, Bank Of America Corp /de/, Wells Fargo & Company/mn, Raymond James Financial Inc, and Vantagepoint Investment Advisers Llc .

Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF (BMV:SPHQ) instytucjonalna struktura własności pokazuje aktualne pozycje w firmie według instytucji i funduszy, a także najnowsze zmiany w wielkości stanowisk. Głównymi akcjonariuszami mogą być inwestorzy indywidualni, fundusze inwestycyjne, fundusze hedgingowe lub instytucje. Załącznik 13D wskazuje, że inwestor posiada (lub posiadał) więcej niż 5% udziałów w spółce i zamierza (lub zamierzał) aktywnie dążyć do zmiany strategii biznesowej. Załącznik 13G wskazuje na inwestycję pasywną na poziomie ponad 5%.

MX:SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF Institutional Ownership
Ocena sentymentu funduszu

Wskaźnik sentymentu funduszu (fka Ownership Accumulation Score) pozwala określić akcje, które są najczęściej kupowane przez fundusze. Jest to wynik zaawansowanego, wieloczynnikowego modelu ilościowego, który identyfikuje spółki o najwyższym poziomie akumulacji instytucjonalnej. Model oceny wykorzystuje kombinację całkowitego wzrostu liczby ujawnionych właścicieli, zmian w alokacji portfela wśród tych właścicieli i innych wskaźników. Liczba waha się od 0 do 100, przy czym wyższe liczby wskazują na wyższy poziom akumulacji w stosunku do innych spółek, a 50 oznacza średnią.

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Zgłoszenia 13F i NPORT

Szczegółowe dane dotyczące zgłoszeń 13F są bezpłatne. Szczegółowe dane dotyczące zgłoszeń NP wymagają członkostwa premium. Zielone rzędy wskazują nowe pozycje. Czerwone rzędy wskazują pozycje zamknięte. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.

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Data pliku Źródło Inwestor Typ Średnia cena
(Est)
Akcje Akcje; Δ 
(%)
Zgłoszono
Wartość
($1000)
Wartość; Δ 
(%)
Przydział portu
(%)
2025-11-14 13F Binnacle Investments Inc 335 0,00 25 4,35
2026-02-17 13F Bank Of America Corp /de/ 4 928 628 4,64 369 894 7,15
2025-11-14 13F Manchester Capital Management LLC 3 0,00 0
2026-01-22 13F Argus Investors' Counsel, Inc. 6 777 0,00 509 2,42
2026-03-06 13F Redwood Family Wealth LLC 7 413 556
2026-02-17 13F Mercer Global Advisors Inc /adv 21 119 -19,86 1 585 -17,97
2026-01-06 13F Ransom Advisory, Ltd 266 20
2026-02-05 13F Tucker Asset Management Llc 73 0,00 5 0,00
2026-02-03 13F Redwood Wealth Management Group, LLC 3 522 -19,90 264 -18,01
2026-02-12 13F Principal Securities, Inc. 0 -100,00 0
2026-01-26 13F Provenance Wealth Advisors, LLC 70 266 -0,23 5 273 2,17
2026-02-13 13F Focused Alpha, Llc 13 626 1 023
2026-02-13 13F Centaurus Financial, Inc. 4 716 2,92 0
2026-01-20 13F Westwood Wealth Management 69 732 5 233
2026-01-12 13F Optivise Advisory Services LLC 12 825 31,34 962 34,55
2026-01-12 13F Spinnaker Investment Group, LLC 3 521 0,00 264 2,33
2026-01-20 13F Nvwm, Llc 3 468 0,00 260 2,36
2026-01-13 13F Avaii Wealth Management, Llc 3 712 20,64 279 23,56
2026-01-13 13F Parsons Capital Management Inc/ri 28 148 32,16 2 112 35,38
2026-02-04 13F First Foundation Advisors 7 789 0,00 585 2,46
2026-02-10 13F Weaver Consulting Group 69 929 5,97 5 248 8,52
2026-02-04 13F Ballast Rock Private Wealth LLC 3 812 286
2026-02-09 13F Horizon Family Wealth, Inc. 13 135 17,20 986 19,98
2026-01-30 13F Sigma Planning Corp 69 590 -1,66 5 223 0,69
2026-02-10 13F One Capital Management, LLC 5 342 -14,45 401 -12,47
2026-02-02 13F Benjamin Edwards Inc 11 793 -0,37 886 2,07
2026-01-14 13F Verum Partners LLC 50 256 0,28 3 772 2,70
2026-02-04 13F Money Concepts Capital Corp 50 323 25,31 3 777 28,30
2026-01-26 13F Childress Capital Advisors, Llc 6 985 -61,80 524 -60,90
2026-02-12 13F Hm Payson & Co 21 737 26,78 1 631 29,86
2026-01-15 13F Nikulski Financial, Inc. 100 765 -31,94 7 562 -30,30
2026-02-04 13F Valeo Financial Advisors, LLC 4 819 0,08 362 2,56
2026-02-10 13F IFG Advisory, LLC 26 243 1 970
2026-02-13 13F Creekside Partners 2 960 0,00 222 2,78
2026-02-20 13F Kovitz Investment Group Partners, LLC 1 002 293 -16,23 75 222 -14,22
2026-01-28 13F Consolidated Planning Corp 77 135 -0,73 5 789 1,65
2026-01-30 13F Keybank National Association/oh 42 344 11,19 3 178 13,83
2026-02-10 13F/A Northwestern Mutual Wealth Management Co 2 308 323 1,69 173 240 4,14
2026-01-27 13F TD Waterhouse Canada Inc. 25 988 -12,21 1 950 -10,84
2026-01-27 13F Berger Financial Group, Inc 4 772 358
2026-02-13 13F Truvestments Capital Llc 500 0,00 38 2,78
2026-02-09 13F Harbour Investments, Inc. 154 557 34,70 11 599 37,94
2026-02-03 13F Ridgeline Wealth Planning, LLC 9 655 -22,56 725 -20,70
2026-02-06 13F Envestnet Portfolio Solutions, Inc. 5 691 -55,11 427 -54,04
2026-01-23 13F Armbruster Capital Management, Inc. 4 000 0,00 300 2,39
2026-02-13 13F Smartleaf Asset Management LLC 440 -43,52 33 -41,07
2026-01-08 13F Legacy Private Trust Co. 124 732 -0,04 9 361 2,36
2026-01-20 13F Thurston, Springer, Miller, Herd & Titak, Inc. 6 851 994,41 514 1 042,22
2026-02-09 13F MTM Investment Management, LLC 350 26
2026-02-12 13F Colonial Trust Co / SC 2 476 0,00 188 3,89
2026-03-11 13F Green Ridge Wealth Planning LLC 106 530 7 995
2026-02-03 13F Sequoia Financial Advisors, LLC 561 746 2 247,06 42 159 2 303,53
2026-02-11 13F O'shaughnessy Asset Management, Llc 10 997 2,38 825 4,83
2026-02-17 13F Gotham Asset Management, LLC 42 473 1 170,89 3 188 1 206,15
2026-01-14 13F Bell Bank 30 216 4,02 2 268 6,48
2026-02-17 13F GeoWealth Management, LLC 0 -100,00 0
2026-02-09 13F Frazier Financial Advisors, LLC 0 -100,00 0
2026-02-03 13F Bokf, Na 1 349 0,00 101 3,06
2026-02-13 13F Strategies Wealth Advisors, LLC 155 875 -1,54 11 698 0,83
2026-01-15 13F/A Sherman Wealth Management LLC 13 366 1 003
2026-02-06 13F Commonwealth Financial Services, LLC 5 799 -12,32 435 -10,12
2026-02-10 13F WCG Wealth Advisors LLC 158 196 0,78 11 873 3,20
2026-01-07 13F Wisconsin Wealth Advisors, LLC 38 037 9,65 2 855 12,27
2026-02-13 13F Intrepid Financial Planning Group LLC 5 545 -1,96 416 0,48
2025-11-07 13F Beacon Capital Management, LLC 0 -100,00 0
2026-01-26 13F Berkeley, Inc 67 705 8,13 5 081 10,75
2026-01-20 13F Monticello Wealth Management, Llc 6 397 -13,11 480 -10,95
2026-01-15 13F Maltin Wealth Management, Inc. 4 269 0,00 320 2,56
2026-01-20 13F Savvy Advisors, Inc. 90 619 1 564,26 6 801 1 604,26
2026-01-12 13F Sax Wealth Advisors, Llc 449 419 20,47 33 729 23,37
2026-01-21 13F Wealthbridge Capital Management, Llc 8 336 0,00 626 2,46
2025-11-04 13F ASB Consultores, LLC 0 -100,00 0
2026-02-05 13F Owen LaRue, LLC 15 694 -20,12 1 178 -18,26
2026-01-30 13F Oakworth Capital, Inc. 0 -100,00 0
2026-02-11 13F Milestone Investment Advisors LLC 525 917 -0,42 39 470 1,98
2026-02-03 13F NewEdge Wealth, LLC 56 322 -3,49 4 227 -1,77
2026-02-11 13F MCF Advisors LLC 121 9
2026-01-26 13F Prosperity Financial Group, Inc. 2 944 -1,87 221 0,46
2026-02-13 13F Pacific Center for Financial Services 282 0,00 21 0,00
2026-01-29 13F Comerica Bank 92 202 2,86 6 920 5,33
2026-01-22 13F Evermay Wealth Management Llc 40 0,00 3 50,00
2026-01-27 13F Jackson, Grant Investment Advisers, Inc. 151 0,00 11 0,00
2026-01-16 13F Tempus Wealth Planning, LLC 20 708 -4,83 1 554 -2,51
2026-01-23 13F Ritholtz Wealth Management 2 681 201
2025-11-04 13F PAX Financial Group, LLC 0 -100,00 0
2026-01-21 13F Capital Advisors, Ltd. LLC 42 599 44,04 3 50,00
2026-01-29 13F Dupree Financial Group, LLC 10 927 -4,09 820 -1,68
2026-02-20 13F Ruggaard & Associates LLC 146 489 -8,37 10 994 -6,17
2026-01-29 13F UBS Group AG 1 690 006 1,02 126 835 3,45
2026-02-09 13F Connors Investor Services Inc 4 699 22,82 353 25,71
2026-02-06 13F Axxcess Wealth Management, Llc 10 916 -12,45 819 -10,30
2026-02-10 13F REAP Financial Group, LLC 530 0,38 40 2,63
2026-02-11 13F MidWestOne Financial Group, Inc. 5 045 0,00 379 2,44
2026-02-13 13F Ubs Asset Management Americas Inc 1 778 133
2025-11-14 13F Wetherby Asset Management Inc 6 108 0,07 448 3,00
2026-02-13 13F Wells Fargo & Company/mn 4 799 228 -0,48 360 182 1,91
2026-02-12 13F Empower Advisory Group, LLC 0 -100,00 0
2026-01-12 13F Certified Advisory Corp 150 997 -0,56 11 332 1,83
2026-01-05 13F Burkett Financial Services, Llc 500 0,00 38 2,78
2026-01-28 13F West Michigan Advisors, Llc 38 666 -1,33 2 902 1,01
2026-02-13 13F SYM FINANCIAL Corp 442 0,00 33 3,13
2026-02-17 13F Modern Wealth Management, LLC 2 798 210
2025-11-07 13F Synovus Financial Corp 25 155 15,51 1 844 18,75
2026-02-12 13F IFC & Insurance Marketing, Inc. 393 0
2026-02-13 13F Kane Investment Management, Inc. 13 155 -25,77 987 -23,96
2026-01-23 13F/A HF Advisory Group, LLC 24 833 3,50 1 864 5,97
2026-01-27 13F Belpointe Asset Management LLC 2 745 -47,64 206 -46,35
2026-01-27 13F Vantagepoint Investment Advisers Llc 3 347 138 0,00 251 203 2,40
2026-01-29 13F D.a. Davidson & Co. 35 327 10,90 2 651 13,58
2026-02-09 13F Prospera Financial Services Inc 49 278 554,51 3 698 571,14
2026-01-30 13F AMG National Trust Bank 4 300 0,00 323 2,22
2026-01-22 13F Wetzel Investment Advisors, Inc. 52 741 -0,79 3 958 1,59
2026-02-05 13F Pinnacle Associates Ltd 8 399 0,91 630 3,45
2026-01-20 13F Independence Bank of Kentucky 1 114 140,09 84 144,12
2026-03-05 13F Gunpowder Capital Management, LLC dba Oliver Wealth Management 29 2
2026-02-19 13F Invesco Ltd. 115 219 -0,08 8 647 2,32
2026-01-27 13F Fiscal Wisdom Wealth Management, LLC 15 168 4,46 1 138 6,16
2025-09-26 NP BVAL - Bluemonte Large Cap Value ETF 10 1
2026-02-05 13F AlphaCore Capital LLC 1 114 567,07 84 591,67
2026-02-10 13F/A LVZ Advisors, Inc. 4 399 20,26 330 23,13
2026-01-27 13F Sterling Group Wealth Management, LLC 271 552 -0,18 20 380 2,21
2026-02-04 13F Ameritas Advisory Services, LLC 13 237 -25,61 993 -23,85
2026-01-27 13F Novem Group 3 870 -1,63 290 0,69
2026-02-17 13F Capital Planning Advisors, LLC 452 850 -4,86 33 986 -2,57
2026-02-05 13F Intrua Financial, LLC 31 969 1,06 2 399 3,49
2026-01-14 13F Nova Wealth Management, Inc. 101 0,00 8 0,00
2026-01-29 13F Courier Capital Llc 3 782 0,00 284 2,17
2026-02-03 13F Providence First Trust Co 55 760 -37,07 4 185 -35,57
2026-01-08 13F Versant Capital Management, Inc 32 0,00 2 0,00
2026-02-17 13F Creative Planning 117 777 -1,36 8 839 1,01
2026-02-20 13F Sunbelt Securities, Inc. 11 143 -14,79 836 -12,73
2026-02-17 13F Snowden Capital Advisors LLC 280 811 5,78 21 075 8,32
2026-01-27 13F Mainstay Capital Management Llc /adv 22 303 -0,86 1 674 1,52
2026-01-23 13F Freestone Capital Holdings, LLC 6 060 -18,39 455 -16,54
2026-01-22 13F Red Tortoise LLC 826 -0,84 62 0,00
2026-02-17 13F Susquehanna International Group, Llp Put 0 -100,00 0
2026-02-13 13F Colony Group, LLC 130 137 -37,71 9 767 -36,22
2026-02-17 13F Susquehanna International Group, Llp 0 -100,00 0
2025-11-05 13F Hurlow Wealth Management Group, Inc. 0 -100,00 0
2026-01-22 13F Trilogy Capital Inc. 117 777 9,93 8 839 12,58
2025-10-16 13F Burney Co/ 0 -100,00 0 -100,00
2026-01-21 13F Beaumont Asset Management, L.L.C. 86 100 0,27 6 462 2,67
2026-02-06 13F Fortis Group Advisors, LLC 41 225 -30,06 3 190 -26,92
2026-02-11 13F First Command Advisory Services, Inc. 1 460 967 0,01 109 645 2,41
2026-02-17 13F Pacific Financial Group Inc 56 576 4 246
2026-01-21 13F Runnymede Capital Advisors, Inc. 0 -100,00 0
2026-02-11 13F Cerity Partners LLC 132 085 -0,34 9 913 2,06
2026-02-13 13F Kilter Group LLC 197 0,00 15 0,00
2025-11-12 13F Erste Asset Management GmbH 0 0
2026-01-08 13F NorthCrest Asset Manangement, LLC 19 465 6,04 1 484 9,76
2026-02-02 13F Fullerton Advisors, LLC 2 892 217
2026-01-15 13F Brookstone Capital Management 14 025 4,28 1 053 6,80
2026-02-05 13F Lynx Investment Advisory 124 309 1,41 9 329 3,84
2026-02-13 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0 -100,00 0 -100,00
2026-02-11 13F Janney Montgomery Scott LLC 150 239 -3,12 11 0,00
2026-01-28 13F Glassman Wealth Services 510 0,00 38 2,70
2026-01-06 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 57 810 0,00 4 339 2,41
2026-02-02 13F CX Institutional 890 217,86 0
2025-10-07 13F EWG Elevate Inc. 0 -100,00 0 -100,00
2026-02-17 13F Glenmede Trust Co Na 1 150 528,42 86 616,67
2026-01-23 13F Family Investment Center, Inc. 623 937 0,22 46 826 2,62
2026-02-13 13F Islay Capital Management, Llc 175 13
2026-02-13 13F Parkside Financial Bank & Trust 3 714 0,22 279 2,58
2026-01-15 13F Burns Matteson Capital Management, LLC 222 628 0,89 16 708 3,32
2026-01-22 13F Hager Investment Management Services, Llc 3 742 0,00 281 2,19
2026-01-09 13F Graves-Light Private Wealth Management, Inc. 237 015 1,90 17 788 4,34
2026-02-06 13F Tortoise Investment Management, LLC 11 846 1,56 889 4,10
2026-02-13 13F Level Four Advisory Services, Llc 83 696 0,38 6 281 2,80
2026-02-17 13F Signature Equity Partners, LLC 394 30
2026-01-30 13F Capital Developers, LLC 49 576 3 721
2026-02-04 13F Rollins Financial Advisors, LLC 268 933 4,15 20 183 6,65
2026-02-17 13F Cambria Investment Management, L.P. 7 024 527
2026-01-20 13F Sheets Smith Wealth Management 20 834 2,08 1 564 4,55
2026-02-05 13F WJ Wealth Management, LLC 4 828 0,00 362 1,40
2026-02-18 13F Plotkin Financial Advisors, LLC 0 -100,00 0
2026-01-12 13F Salem Investment Counselors Inc 0 -100,00 0
2026-02-02 13F CENTRAL TRUST Co 226 0,00 17 0,00
2026-01-20 13F Wealth Management Associates, Inc. 3 212 -0,25 241 2,55
2026-02-13 13F Denver Wealth Management, Inc. 30 167 6,61 2 264 9,21
2026-02-11 13F Total Wealth Planning & Management, Inc. 3 020 0,00 227 5,12
2026-01-26 13F JNBA Financial Advisors 222 779 2,22 16 720 4,67
2026-02-11 13F Invst, LLC 0 -100,00 0
2026-02-13 13F MAI Capital Management 103 925 8,51 7 800 11,11
2026-01-14 13F Exchange Traded Concepts, Llc 50 -34,21 4 -40,00
2026-02-17 13F Equitable Holdings, Inc. 1 309 600 -0,46 98 285 1,93
2026-02-10 13F Lido Advisors, LLC 212 630 0,13 15 584 0,13
2026-01-26 13F XY Planning Network, Inc. 47 251 3 546
2026-02-09 13F Endowment Wealth Management, Inc. 94 775 127,00 7 113 132,49
2026-01-23 13F Capital Investment Counsel, Inc 165 12
2026-02-17 13F Core Wealth Advisors, Inc. 144 326 -1,26 10 832 1,11
2026-01-23 13F High Net Worth Advisory Group LLC 62 203 -1,06 4 668 1,32
2026-02-11 13F Strategic Wealth Designers 0 -100,00 0
2026-02-17 13F NorthRock Partners, LLC 273 638 -29,04 20 537 -27,33
2026-01-13 13F Mather Group, Llc. 29 784 31,42 2 235 34,56
2026-02-13 13F Morgan Stanley 5 610 664 -8,68 421 080 -6,49
2026-01-12 13F Focus Financial Network, Inc. 239 483 2,23 17 973 4,69
2026-02-02 13F Fifth Third Bancorp 369 246 -90,50 27 712 -90,27
2026-02-06 13F IFP Advisors, Inc 47 670 3,50 3 578 5,99
2026-01-07 13F Massmutual Trust Co Fsb/adv 4 817 -6,28 362 -3,99
2026-01-30 13F Citizens Financial Group Inc/ri 17 475 -38,67 1 312 -37,21
2026-01-16 13F Trust Co Of Vermont 0 -100,00 0
2026-02-17 13F Northern Trust Corp 23 596 0,00 1 771 2,37
2026-02-05 13F Center for Financial Planning, Inc. 597 0,00 45 2,33
2025-10-30 13F Twin Peaks Wealth Advisors, LLC 0 -100,00 0 -100,00
2026-02-17 13F Fwl Investment Management, Llc 62 0,00 5 0,00
2025-10-27 13F Harbor Investment Advisory, Llc 0 -100,00 0 -100,00
2026-02-10 13F Sentinus, LLC 58 461 458,42 4 387 471,97
2025-10-20 13F Ascent Group, LLC 0 -100,00 0 -100,00
2026-02-18 13F NFP Retirement, Inc. 101 071 -0,08 7 585 2,32
2026-02-04 13F Summit Wealth Group Llc / Co 370 957 10 384,93 27 840 13 682,18
2026-03-04 13F SHP Wealth Management 4 348 326
2026-02-11 13F Tiaa Trust, National Association 4 607 0,00 346 2,37
2026-02-13 13F Transamerica Financial Advisors, Inc. 191 14
2025-11-25 13F Briaud Financial Planning, Inc 0 -100,00 0
2026-01-21 13F Townsend Asset Management Corp /nc/ /adv 3 0
2026-02-17 13F Arthur M. Cohen & Associates, Llc 13 090 0,00 982 2,40
2026-01-20 13F Steel Peak Wealth Management LLC 8 742 -27,48 656 -25,71
2025-11-14 13F D. E. Shaw & Co., Inc. 0 -100,00 0
2026-01-12 13F Foster Group, Inc. 11 087 -0,36 832 2,09
2026-02-03 13F McIlrath & Eck, LLC 119 0,00 9 0,00
2026-02-17 13F Raymond James Financial Inc 4 369 100 -2,33 327 903 0,02
2026-02-05 13F Financial Security Advisor, Inc. 2 938 220
2026-02-05 13F Western Wealth Management, LLC 67 976 3,57 5 102 6,05
2026-02-17 13F Aqr Capital Management Llc 33 239 44,67 2 495 48,19
2026-01-08 13F Adirondack Trust Co 1 082 0,00 81 2,53
2026-01-27 13F GHP Investment Advisors, Inc. 29 738 -2,26 2 232 0,09
2025-11-12 13F Huntington National Bank 44 -76,84
2026-02-13 13F Potentia Wealth 24 763 -4,04 1 858 -1,75
2026-02-11 13F Vestor Capital, Llc 3 045 -38,95 0
2025-11-10 13F Siligmueller & Norvid Wealth Advisors LLC 10 448 -80,45 766 -79,84
2026-01-27 13F Family Capital Trust Co 469 18,73 35 25,00
2026-02-18 13F EP Wealth Advisors, Inc. 8 217 -47,86 617 -45,15
2026-02-19 13F Mcguire Capital Advisors Inc 74 6
2026-01-16 13F Crewe Advisors LLC 628 -12,53 47 -9,62
2026-02-11 13F LPL Financial LLC 11 917 365 -9,12 894 398 -6,93
2026-02-17 13F Jump Financial, LLC 27 183 2 040
2026-01-23 13F Galvin, Gaustad & Stein, LLC 5 395 3,10 405 5,48
2026-02-13 13F Citigroup Inc 77 986 3,56 5 853 6,05
2026-02-17 13F WFA of San Diego, LLC 0 -100,00 0
2026-01-23 13F Meridian Financial, LLC 27 680 3,47 2 077 5,97
2026-02-17 13F Two Sigma Investments, Lp 586 800 43,75 44 039 47,21
2026-01-20 13F Signaturefd, Llc 15 049 -4,24 1 129 -1,91
2026-02-12 13F BlackRock, Inc. 26 766 28,92 2 009 32,02
2025-10-08 13F Ignite Planners, LLC 0 -100,00 0
2026-02-06 13F Vestmark Advisory Solutions, Inc. 5 179 0,06 389 2,37
2025-09-26 NP BLUC - Bluemonte Large Cap Core ETF 11 1
2026-02-04 13F Flagship Private Wealth, LLC 102 362 -0,21 7 682 2,18
2026-01-21 13F Sowell Financial Services LLC 6 790 -0,41 510 2,00
2026-01-28 13F Delta Wealth Advisors LLC 19 002 7,69 1 426 10,29
2026-02-04 13F MADDEN SECURITIES Corp 10 200 -0,82 766 1,59
2026-02-09 13F Clearwater Capital Advisors, LLC 5 248 0,00 394 2,34
2026-02-02 13F Avidian Wealth Solutions, LLC 8 933 -0,25 670 2,13
2026-02-13 13F Lifeworks Advisors, LLC 3 254 -2,08 244 0,41
2026-02-10 13F TAGStone Capital, Inc. 30 420 33,54 2 283 36,79
2026-02-11 13F Flagship Wealth Advisors, Llc 8 906 0,00 668 2,45
2026-01-23 13F Norris Perne & French Llp/mi 3 803 285
2026-03-04 13F Compass Financial Group, Inc. (Ohio) 39 085 2 933
2026-01-28 13F Headland Capital, LLC 150 988 0,51 11 332 2,92
2026-01-29 13F Dunhill Financial, LLC 2 263 345,47 170 356,76
2026-01-23 13F Sage Mountain Advisors LLC 151 809 -0,62 11 393 1,77
2026-02-04 13F Nwam Llc 11 145 6,45 861 10,81
2026-02-11 13F OneAscent Wealth Management LLC 37 771 -2,32 2 835 0,00
2026-02-12 13F Brown Brothers Harriman & Co 70 102 0,00 5 261 2,41
2026-01-28 13F Members Wealth Llc 26 262 -19,52 2 030 -15,63
2025-11-13 13F Promus Capital, LLC 8 130 -20,84 596 -18,60
2026-02-02 13F Advanced Asset Management Advisors Inc 13 083 235,03 982 243,01
2026-02-03 13F Luken Investment Analytics, LLC 600 0,00 45 4,65
2026-02-12 13F Commonwealth Equity Services, Llc 1 071 701 -9,01 80 431 93 424,42
2026-01-29 13F Nbc Securities, Inc. 4 711 6,80 354 9,29
2026-02-13 13F Ausdal Financial Partners, Inc. 63 235 52,65 4 746 56,34
2026-02-11 13F Buckingham Strategic Partners 7 919 -21,65 594 -19,84
2026-02-04 13F Tsfg, Llc 90 072 -41,92 7 -45,45
2026-02-13 13F Fortis Capital Management LLC 2 682 201
2026-02-02 13F Sagace Wealth Management LLC 16 564 -2,05 1 243 0,32
2026-01-07 13F Everhart Financial Group, Inc. 3 795 0,00 285 2,16
2026-01-27 13F Paul Damon & Associates, Inc. 47 383 36,31 3 556 39,62
2026-02-09 13F Collaborative Wealth Managment Inc. 6 457 -7,05 485 -4,91
2026-02-10 13F Basepoint Wealth LLC 18 846 0,15 1 414 2,54
2026-02-17 13F Opus Financial Solutions LLC 4 426 332
2026-02-12 13F Collier Financial 51 379 -1,30 3 856 1,07
2026-02-13 13F Headlands Technologies LLC 2 686 202
2025-10-17 13F Farmers & Merchants Investments Inc 0 -100,00 0
2026-02-06 13F McKinley Carter Wealth Services, Inc. 3 853 -35,59 289 -34,02
2026-01-30 13F Archer Investment Corp 0 -100,00 0
2026-02-17 13F Fmr Llc 5 771 664 12,91 433 163 15,62
2026-02-10 13F Savant Capital, LLC 8 575 22,83 644 25,83
2026-02-12 13F Logan Capital Management Inc 0 -100,00 0 -100,00
2026-01-12 13F Kozak & Associates, Inc. 0 0
2026-01-20 13F Stratos Wealth Partners, LTD. 641 159 3,14 48 119 5,62
2026-01-07 13F Orgel Wealth Management, LLC 402 733 -5,44 30 225 -3,17
2026-01-15 13F ERn Financial, LLC 22 602 9,24 1 696 11,87
2026-02-09 13F Key FInancial Inc 16 326 14,61 1 225 16,67
2026-01-21 13F Capital Advisory Group Advisory Services, LLC 45 480 -2,06 3 413 0,29
2026-01-30 13F Arlington Trust Co LLC 0 -100,00 0
2026-02-12 13F Bank Of Montreal /can/ 11 924 0,08 895 2,41
2026-02-17 13F XTX Topco Ltd 0 -100,00 0
2026-01-22 13F Paragon Capital Management Ltd 732 231 -0,85 54 954 1,53
2026-02-11 13F Cedar Mountain Advisors, LLC 141 386 0,11 10 611 2,52
2026-01-14 13F ORG Partners LLC 7 050 0,00 529 2,52
2026-02-02 13F Opes Wealth Management LLC 187 611 1,11 14 080 3,54
2026-02-03 13F CGC Financial Services, LLC 2 705 2,19 203 5,18
2026-02-17 13F Advisor Group Holdings, Inc. 2 503 578 -1,87 187 931 1,40
2026-02-13 13F 10Elms LLP 515 0,00 39 2,70
2026-02-12 13F Steward Partners Investment Advisory, Llc 42 333 -85,19 3 177 -84,83
2026-02-17 13F Decision Investments, Inc 3 068 230
2026-02-12 13F Federation des caisses Desjardins du Quebec 430 0,00 32 3,23
2026-01-28 13F Davidson Capital Management Inc. 634 770 0,86 47 639 3,28
2026-02-02 13F Cerro Pacific Wealth Advisors LLC 55 421 -3,90 4 159 -1,59
2026-01-06 13F WealthCare Investment Partners, LLC 3 446 8,03 260 10,21
2026-01-23 13F Rsm Us Wealth Management Llc 3 653 19,18 277 23,21
2026-02-17 13F Royal Bank Of Canada 2 617 869 2,73 196 470 5,20
2026-02-17 13F Susquehanna International Group, Llp Call 6 400 56,10 480 60,00
2025-11-04 13F Guerra Advisors Inc 1 0
2026-01-23 13F Sage Investment Counsel LLC 21 203 2,59 1 591 5,09
2026-01-22 13F Bfsg, Llc 153 0,00 11 0,00
2025-10-16 13F Kingstone Capital Partners Texas, LLC 0 -100,00 0 -100,00
2026-02-14 13F Howe & Rusling Inc 611 0,00 46 2,27
2025-09-26 NP BLGR - Bluemonte Large Cap Growth ETF 10 1
2025-11-13 13F Total Investment Management Inc 0 -100,00 0
2026-01-23 13F Creative Capital Management Investments LLC 1 170 12,50 88 14,47
2026-02-12 13F Financial Engines Advisors L.L.C. 17 892 1,19 1 343 3,63
2026-02-10 13F Foundations Investment Advisors, LLC 10 511 6,49 789 8,99
2026-02-13 13F Baird Financial Group, Inc. 265 935 0,55 19 958 2,96
2026-02-12 13F Beacon Capital Management, Inc. 0 -100,00 0
2026-01-27 13F PFG Advisors 9 445 -1,31 709 1,00
2026-02-13 13F Solstein Capital, LLC 2 005 0,00 150 2,74
2026-01-23 13F Valley National Advisers Inc 1 403 0,00 0
2026-02-11 13F Fortune Financial Group, Inc. 45 809 3
2026-02-02 13F Truist Financial Corp 413 457 -0,40 31 030 1,99
2026-01-28 13F Chicago Partners Investment Group LLC 23 669 116,39 1 818 123,07
2026-01-12 13F Abound Wealth Management 106 0,00 8 0,00
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-02-17 13F/A Kovack Advisors, Inc. 18 108 13,15 1 359 15,96
2025-10-08 13F VisionPoint Advisory Group, LLC 0 -100,00 0
2026-02-11 13F Schwallier Wealth Management LLC 383 403 -6,03 29 672 -0,77
2026-02-10 13F Sarver Vrooman Wealth Advisors 2 540 274,63 191 287,76
2026-01-21 13F Kraematon Investment Advisors, Inc 11 104 2,20 833 4,65
2026-02-13 13F Perryman Financial Advisory Inc /ad 56 816 4 264
2025-11-04 13F Wealthgarden F.s. Llc 0 -100,00 0
2026-02-12 13F Wedbush Securities Inc 19 463 9,12 1 0,00
2026-02-13 13F Inspire Advisors, LLC 3 696 -9,74 277 -7,67
2026-02-06 13F Synergy Investment Management, LLC 96 236 -21,67 7 223 -19,79
2026-02-13 13F Pin Oak Investment Advisors Inc 350 0,00 0 -100,00
2026-01-15 13F Retireful, LLC 5 336 -70,85 404 -67,02
2026-02-11 13F Parallel Advisors, LLC 61 579 -6,03 4 622 -3,77
2025-10-24 13F Meeder Advisory Services, Inc. 0 -100,00 0 -100,00
2026-02-04 13F Win Advisors, Inc 13 466 1 011
2026-02-17 13F Perennial Investment Advisors, LLC 706 373 -0,57 53 014 1,82
2026-02-13 13F Arete Wealth Advisors, LLC 53 600 4
2026-02-13 13F Stifel Financial Corp 866 496 5,09 65 031 7,62
2026-01-27 13F Beacon Bridge Wealth Partners, LLC 9 528 -8,01 715 -5,80
2026-01-27 13F Security Financial Services, INC. 110 180 8 269
2026-02-10 13F Bnp Paribas Arbitrage, Sa 285 -17,15 21 -16,00
2026-01-26 13F Paradigm Financial Partners, Llc 11 000 0,00 826 2,36
2025-11-06 13F Financial Advocates Investment Management 0 -100,00 0
2026-02-12 13F Symphony Financial Services, Inc. 11 367 1,58 853 4,02
2025-11-14 13F Prosperity Wealth Management, Inc. 3 389 -4,88 248 -1,98
2026-01-14 13F Wolff Wiese Magana Llc 179 0,00 13 0,00
2026-02-04 13F Pensionmark Financial Group, Llc 24 612 1,96 1 829 3,39
2026-02-13 13F Pinnacle Wealth Planning Services, Inc. 260 20
2026-01-28 13F Geneos Wealth Management Inc. 15 409 -1,28 1 156 1,14
2026-02-03 13F Vectors Research Management, LLC 4 312 0,00 324 2,22
2026-01-29 13F Guardian Asset Advisors, LLC 6 147 0,29 461 2,67
2026-01-23 13F Clear Creek Financial Management, LLC 76 228 -3,99 5 721 -1,68
2026-02-04 13F Fourth Dimension Wealth, LLC 376 -5,29 28 -3,45
2026-02-10 13F Founders Financial Securities Llc 3 778 284
2026-02-17 13F Prosperity Consulting Group, LLC 3 233 -11,69 243 -9,70
2026-01-27 13F Steele Capital Management, Inc. 10 074 0,00 756 2,44
2026-02-06 13F EverSource Wealth Advisors, LLC 6 662 7,04 500 9,43
2026-02-11 13F Dorsey & Whitney Trust CO LLC 2 892 0,00 217 2,84
2026-02-05 13F Atria Investments Llc 64 318 -12,81 4 827 -10,71
2026-01-23 13F DHJJ Financial Advisors, Ltd. 1 655 -7,28 124 -4,62
2025-11-17 13F Sterling Financial Group, Inc. 554 026 6,10 40 605 9,12
2026-02-02 13F Holistic Planning, LLC 33 876 129,06 2 542 134,72
2025-11-14 13F Tudor Investment Corp Et Al 0 -100,00 0
2026-02-03 13F RFG Advisory, LLC 167 526 5,90 12 573 8,44
2026-02-17 13F Foundry Financial LLC 14 480 1 087
2026-01-30 13F Us Bancorp \de\ 11 305 14,77 848 17,61
2026-02-17 13F Cresset Asset Management, LLC 253 601 -1,73 19 033 0,63
2026-02-11 13F Next Capital Management LLC 11 608 0,00 871 2,47
2025-11-14 13F Old Mission Capital Llc 0 -100,00 0
2026-01-09 13F Dynamic Advisor Solutions LLC 35 021 -0,40 2 628 1,98
2026-01-08 13F Sound View Wealth Advisors Group, LLC 197 155 -0,72 14 796 1,66
2025-09-26 NP Northern Lights Fund Trust - PFG Invesco(R) Thematic ESG Strategy Class R Shares 102 698 -2,17 7 331 5,56
2026-01-27 13F Richards, Merrill & Peterson, Inc. 1 165 0,00 87 2,35
2026-02-12 13F Resurgent Financial Advisors LLC 26 655 3,31 2 000 5,82
2026-02-19 13F ATX Financial Planning, LLC 6 810 511
2026-02-03 13F Centerpoint Advisory Group 19 259 23,11 1 445 26,09
2026-01-12 13F CVA Family Office, LLC 1 200 0,00 90 3,45
2026-01-23 13F Assetmark, Inc 32 112 91,38 2 410 96,09
2026-02-05 13F Mission Wealth Management, Lp 7 164 8,05 538 10,72
2026-01-26 13F Harbor Asset Planning, Inc. 8 554 0,14 642 2,40
2026-01-30 13F Wagner Wealth Management, Llc 103 0,98 8 0,00
2026-01-22 13F Pinnacle Bancorp, Inc. 923 0,22 69 2,99
2026-02-18 13F Financial Advisory Service, Inc. 141 0,00 11 0,00
2026-01-22 13F Cliftonlarsonallen Wealth Advisors, Llc 8 910 347 5,90 668 722 8,44
2026-02-06 13F Larson Financial Group LLC 20 097 473,05 1 508 486,77
2026-01-28 13F Barrett & Company, Inc. 6 0
2026-02-02 13F Millstone Evans Group, LLC 497 0,00 37 2,78
2026-02-04 13F Greenwood Gearhart Inc 19 293 -23,27 1 448 -21,44
2026-01-14 13F Redhawk Wealth Advisors, Inc. 58 271 9,74 4 373 12,39
2026-02-19 13F CI Private Wealth, LLC 86 654 -79,91 6 506 -79,42
2026-02-12 13F Moneta Group Investment Advisors Llc 4 844 70,14 364 74,52
2026-01-21 13F Kentucky Trust Co 35 215 -0,28 2 643 2,09
2026-01-27 13F Evergreen Capital Management Llc 340 324 -2,70 25 541 -0,37
2026-01-26 13F AE Wealth Management LLC 10 932 13,13 820 15,82
2026-02-06 13F Global Retirement Partners, LLC 284 847 0,95 21 378 3,37
2026-02-11 13F Nemes Rush Group LLC 77 0,00 6 0,00
2026-01-22 13F HHM Wealth Advisors, LLC 22 476 0,00 1 687 2,37
2025-11-12 13F TCG Advisory Services, LLC 0 -100,00 0
2026-02-06 13F HighTower Advisors, LLC 311 979 -2,80 23 414 -0,46
2026-01-08 13F Armstrong Advisory Group, Inc 71 0,00 5 0,00
2026-01-14 13F WESPAC Advisors, LLC 4 722 -78,92 354 -78,43
2026-02-17 13F Strategic Investment Advisors / MI 8 913 1 664,95 669 -1,76
2026-01-21 13F Newbridge Financial Services Group, Inc. 0 -100,00 0
2026-01-27 13F Financial Advisory Corp 5 109 72,08 383 76,50
2026-01-27 13F First Horizon Corp 695 127,87 52 136,36
2026-01-27 13F Legacy Advisors, LLC 15 000 0,00 1 126 2,37
2026-01-30 13F Catalytic Wealth RIA, LLC 42 665 -8,87 3 202 -6,70
2026-02-13 13F BNB Wealth Management, LLC 19 666 1 476
2026-02-17 13F Ancora Advisors, LLC 472 0,21 35 2,94
2026-02-05 13F Edge Financial Advisors LLC 33 956 83,39 2 158 90,88
2026-02-06 13F GPS Wealth Strategies Group, LLC 364 -99,52 27 -99,51
2026-02-10 13F Crescent Grove Advisors, LLC 12 035 0,00 903 2,38
2025-11-13 13F Renaissance Technologies Llc 0 -100,00 0
2026-02-13 13F SRS Capital Advisors, Inc. 11 094 833
2026-02-12 13F Colonial Trust Advisors 1 205 0,00 90 2,27
2026-01-09 13F Breakwater Capital Group 18 099 -14,90 1 358 -12,84
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0
2026-02-17 13F Ameriflex Group, Inc. 4 045 -53,91 304 -52,88
2026-02-02 13F AlphaStar Capital Management, LLC 2 815 0,00 211 2,43
2026-02-10 13F Root Financial Partners, LLC 2 299 0,00 173 2,38
2026-01-21 13F Mayfair Advisory Group, LLC 29 541 -12,67 2 228 -10,17
2026-02-13 13F Umb Bank N A/mo 2 643 0,00 198 2,59
2026-01-30 13F United Community Bank 44 685 26,77 3 354 29,81
2026-01-26 13F DBK Financial Counsel, LLC 44 562 0,29 3 344 2,70
2026-01-06 13F Investors Research Corp 18 630 -0,26 1 398 2,19
2026-02-18 13F Hershey Financial Advisers, LLC 21 971 1 649
2026-02-10 13F Sfmg, Llc 1 668 107 1,00 125 191 3,43
2026-02-13 13F Resources Investment Advisors, LLC. 11 968 0,03 898 2,51
2025-11-07 13F Coco Enterprises, LLC 0 -100,00 0 -100,00
2026-01-16 13F Aspire Capital Advisors LLC 3 146 -40,22 236 -38,70
2026-01-29 13F RMG Wealth Management LLC 0 -100,00 0
2025-10-14 13F Goelzer Investment Management, Inc. 0 -100,00 0 -100,00
2026-01-15 13F Santori & Peters, Inc. 115 150 0,65 8 642 3,07
2026-02-10 13F Thoroughbred Financial Services, Llc 69 906 -8,39 5 0,00
2026-01-22 13F True North Advisors, LLC 6 278 471
2026-01-07 13F Fragasso Group Inc. 31 531 -0,46 2 366 1,02
2026-01-14 13F Waldron Private Wealth LLC 11 368 853
2026-01-14 13F ORG Wealth Partners, LLC 718 0,00 54 1,92
2026-02-13 13F Tcfg Wealth Management, Llc 7 053 -2,30 529 0,00
2026-02-17 13F Quantinno Capital Management LP 144 611 1 225,13 10 853 1 258,32
2026-02-11 13F Arrowroot Family Office, LLC 6 308 0,25 473 2,60
2025-10-23 13F Beaumont Financial Advisors, LLC 0 -100,00 0 -100,00
2026-02-12 13F Jane Street Group, Llc 0 -100,00 0 -100,00
2025-10-28 13F Csenge Advisory Group 0 -100,00 0
2026-02-10 13F Meitav Dash Investments Ltd 0 -100,00 0
2026-01-14 13F Hoese & Co LLP 192 752 0,08 14 464 2,47
2026-02-12 13F CIBC Private Wealth Group, LLC 16 284 4,08 1 222 6,63
2026-02-11 13F Symphony Financial, Ltd. Co. 137 295 3,59 10 398 7,51
2026-02-03 13F Legacy Wealth Managment, LLC/ID 157 0,00 12 0,00
2026-02-17 13F Wellington Management Group Llp 0 -100,00 0
2026-02-09 13F Kingsview Wealth Management, LLC 154 673 -0,62 11 608 1,77
2026-02-17 13F Chokshi & Queen Wealth Advisors, Inc 0 -100,00 0
2026-01-26 13F Whittier Trust Co Of Nevada Inc 18 749 0,00 1 449 4,47
2026-01-14 13F Spire Wealth Management 7 619 6,03 572 8,56
2026-02-02 13F Mutual Advisors, LLC 5 192 -0,19 390 0,52
2026-01-14 13F Clarius Group, LLC 4 347 0,21 326 2,84
2026-01-29 13F Compass Ion Advisors, LLC 740 985 3,17 55 611 5,64
2026-02-24 13F Astoria Portfolio Advisors LLC. 34 686 -10,00 2 755 -3,20
2026-01-12 13F Burns J W & Co Inc/ny 38 042 1,67 2 855 4,12
2026-01-29 13F Sanctuary Advisors, LLC 120 626 -12,16 9 053 -10,06
2026-02-02 13F KPP Advisory Services LLC 88 011 5,81 6 605 8,35
2026-02-17 13F Ameriprise Financial Inc 8 597 270 -2,13 645 371 0,28
2026-01-12 13F Wealth Group Ltd 10 334 -0,65 776 1,71
2026-02-13 13F Centerpoint Advisors, LLC 102 0
2026-01-26 13F Reyes Financial Architecture, Inc. 9 152 0,00 687 2,39
2026-01-26 13F Wbh Advisory Inc 0 -100,00 0
2026-02-10 13F Essex Financial Services, Inc. 132 253 -1,16 9 926 1,21
2026-02-11 13F SOUTH STATE Corp 158 929 -20,11 11 928 -18,20
2026-02-17 13F Cetera Investment Advisers 1 237 396 -22,24 92 867 -20,38
2026-02-10 13F Tidemark, LLC 231 112 5,22 17 345 7,75
2026-02-17 13F Private Advisor Group, LLC 320 284 2,90 24 037 5,37
2026-02-10 13F Ritter Daniher Financial Advisory LLC / DE 400 0,00 30 3,45
2026-02-11 13F SlateStone Wealth, LLC 11 651 0,17 1
2026-02-17 13F Lantern Wealth Advisors, LLC 3 112 11,18 234 13,66
2026-02-23 13F Kera Capital Partners, Inc. 12 891 0,00 998 5,61
2026-02-10 13F Private Wealth Asset Management, LLC 1 298 0,00 97 2,11
2026-01-28 13F Salomon & Ludwin, LLC 717 0,00 55 1,89
2026-01-21 13F Stock Yards Bank & Trust Co 4 495 -79,63 337 -79,16
2026-02-06 13F BOK Financial Private Wealth, Inc. 1 743 0,00 131 2,36
2026-02-11 13F OneAscent Family Office, LLC 7 495 12,59 562 15,40
2026-02-10 13F Rothschild Investment Llc 1 475 391,67 111 423,81
2026-02-05 13F Sequent Planning LLC 5 351 -29,55 402 -27,88
2026-02-13 13F Alvarez & Marsal Private Wealth Partners, LLC 774 337 58 114
2025-11-05 13F Moloney Securities Asset Management, LLC 4 400 -37,78 323 -35,98
2026-01-21 13F Hartford Financial Management Inc. 79 475 1,59 5 965 4,03
2026-02-17 13F Blair William & Co/il 250 837 4,08 18 825 6,58
2026-02-11 13F Fund Evaluation Group, LLC 0 -100,00 0
2026-02-13 13F Visionary Wealth Advisors 30 343 7,19 2 277 9,79
2026-01-07 13F Lakeridge Wealth Management LLC 4 929 0,08 370 2,50
2026-01-28 13F Wingate Wealth Advisors, Inc. 21 940 16,30 1 647 19,10
2026-02-26 13F TD Capital Management LLC 163 145 1,66 12 244 4,11
2026-01-26 13F Patriot Financial Group Insurance Agency, LLC 23 275 11,07 1 747 13,75
2026-02-20 13F Bauman Advisory Group, LLC 20 269 1 521
2025-11-10 13F Convergence Financial, LLC 0 -100,00 0
2026-01-05 13F Noble Wealth Management PBC 1 050 0,00 79 2,63
2026-02-06 13F Sierra Ocean, Llc 205 138 3,43 15 396 5,92
2026-02-10 13F Natixis Advisors, L.p. 32 079 2
2026-02-13 13F Journey Strategic Wealth Llc 4 439 -20,31 333 -18,38
2026-01-15 13F Bernard Wealth Management Corp. 389 0,00 29 3,57
2026-01-28 13F Bedel Financial Consulting, Inc. 5 634 0,00 423 2,43
2026-02-12 13F Insigneo Advisory Services, Llc 0 -100,00 0
2026-02-13 13F Kayne Anderson Rudnick Investment Management Llc 462 0,00 35 3,03
2026-02-17 13F Optiver Holding B.V. 0 -100,00 0
2026-01-15 13F Highline Wealth Partners Llc 493 0,00 37 2,78
2026-02-13 13F Pathstone Holdings, LLC 4 898 0,00 368 2,51
2026-01-26 13F Pennsylvania Capital Management Inc /adv 2 832 -32,14 213 -30,49
2026-01-21 13F Flagship Harbor Advisors, Llc 66 988 0,98 5 027 3,41
2026-02-04 13F Biltmore Family Office, LLC 5 500 0,00 413 2,23
2026-01-13 13F Well Done, LLC 90 749 -1,55 6 811 0,81
2026-02-03 13F Alpha Cubed Investments, LLC 32 090 -7,42 2 408 -5,20
2026-02-09 13F Atlantic Trust, LLC 0 -100,00 0
2026-02-13 13F Integrity Financial Corp /WA 28 313 -18,50 2 125 -16,54
2026-02-11 13F Jpmorgan Chase & Co 536 698 28,06 40 279 31,14
2026-02-18 13F Onyx Bridge Wealth Group LLC 65 421 15,81 4 910 18,57
2026-01-26 13F Cwm, Llc 18 117 25,84 1 0,00
2026-02-06 13F Keystone Financial Group 2 745 206
2026-01-15 13F MOR Wealth Management, LLC 195 157 14 647
2026-02-13 13F Mml Investors Services, Llc 903 019 -21,61 67 772 -19,73
2026-01-13 13F Balanced Wealth Group Llc 12 705 0,05 937 2,86
2025-11-12 13F Transce3nd, LLC 0 -100,00 0
2025-11-14 13F Prudential Plc 0 -100,00 0
2026-01-20 13F Stratos Wealth Advisors, LLC 16 815 4,19 1 262 6,68
2026-02-09 13F Jefferies Financial Group Inc. 270 666 2,18 20 314 4,64
2026-02-12 13F Hibernia Wealth Partners, LLC 7 038 55,85 528 60,00
2026-02-17 13F Tower Research Capital LLC (TRC) 6 703 -82,12 503 -81,69
2026-01-12 13F DAVENPORT & Co LLC 24 830 -0,77 1 863 1,64
2026-02-03 13F Lmcg Investments, Llc 50 112 0,59 3 761 2,99
2026-01-15 13F Sage Capital Management, LLC 17 480 -1,01 1 312 1,39
2026-02-11 13F J.w. Cole Advisors, Inc. 51 130 3,89 3 377 -6,40
2026-02-13 13F Saxon Interests, Inc. 0 -100,00 0
2026-02-13 13F Change Path, LLC 14 230 1,17 1 068 3,59
2026-03-06 13F Union Savings Bank 482 047 2,66 36 173 7,92
2026-01-21 13F Raleigh Capital Management Inc. 0 -100,00 0
2026-01-23 13F Tandem Capital Management Corp /adv 16 435 5,12 1 233 7,69
2026-01-30 13F Strategic Blueprint, LLC 0 -100,00 0
2026-02-17 13F Family Management Corp 114 9
2026-02-18 13F Garton & Associates Financial Advisors LLC 3 237 243
2025-11-03 13F Strategic Advisors LLC 0 -100,00 0 -100,00
2026-02-12 13F Lbmc Investment Advisors, Llc 5 205 -0,48 391 1,83
2026-02-05 13F IMG Wealth Management, Inc. 111 0,00 8 0,00
2026-01-08 13F Wealth Enhancement Advisory Services, Llc 7 915 919 3,31 611 604 8,34
2026-01-26 13F Merit Financial Group, LLC 103 550 128,51 7 771 134,00
2026-02-17 13F SageView Advisory Group, LLC 5 957 -3,83 447 -1,32
2026-02-12 13F Brinker Capital Investments, LLC 123 104 86,07 9 239 90,55
2025-11-12 13F CIBC Bancorp USA Inc. 15 645 1 147
2026-02-12 13F Richmond Investment Services, LLC 26 378 -10,01 1 980 -7,87
2026-02-03 13F Emerald Investment Partners, Llc 0 -100,00 0
2026-01-15 13F Alpine Bank Wealth Management 555 050 1,33 41 657 3,77
2026-01-28 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 430 33
2026-01-22 13F Demars Financial Group, LLC 639 632 4,62 48 004 7,14
2026-01-23 13F Lunt Capital Management, Inc. 9 508 -3,01 714 -0,70
2026-02-10 13F Bank of New York Mellon Corp 2 801 483 2,95 210 251 5,42
2026-01-20 13F Sovran Advisors, LLC 13 116 25,84 1 017 31,74
2026-02-17 13F VestGen Advisors, LLC 2 970 -85,89 223 -85,60
2026-01-27 13F Institute for Wealth Management, LLC. 25 112 -11,48 1 885 -9,38
2026-02-13 13F Fiduciary Trust Co 5 705 0,00 428 2,39
2026-01-16 13F Perigon Wealth Management, LLC 12 738 -3,21 956 -0,93
2026-01-26 13F Chicago Capital, LLC 0 -100,00 0
2026-01-20 13F Secure Asset Management, LLC 7 595 11,23 570 13,12
2026-01-29 13F Kestra Private Wealth Services, Llc 85 226 8,85 6 396 11,47
2026-02-11 13F Artesa Financial Group, LLC 95 831 7 192
2026-01-20 13F Jackson Wealth Management, LLC 145 703 0,87 10 935 3,30
2026-01-07 13F TruWealth Advisors, LLC 248 247 -3,80 18 631 -1,50
2026-02-10 13F Hazlett, Burt & Watson, Inc. 14 426 39,73 1
2025-11-06 13F Abich Financial Wealth Management LLC 0 -100,00 0
2026-01-29 13F Verdence Capital Advisors LLC 9 260 -0,24 695 -0,29
2026-02-13 13F Nicolet Advisory Services, Llc 3 530 274
2026-02-11 13F IMA Wealth, Inc. 89 0,00 7 0,00
2026-01-21 13F Prime Capital Investment Advisors, LLC 3 238 0,00 243 2,53
2026-02-06 13F Cedar Wealth Management, LLC 97 136 -0,21 7 290 2,20
2026-02-05 13F Soltis Investment Advisors LLC 6 796 510
2025-09-26 NP BINT - Bluemonte Global Equity ETF 20 1
2026-01-30 13F Wealth Management Resources, Inc. 438 841 -16,93 32 935 -14,94
2026-02-02 13F Capital Investment Counsel, LLC 0 -100,00 0
2026-02-13 13F Cozad Asset Management Inc 251 552 -0,82 18 879 1,57
2026-02-13 13F Y-Intercept (Hong Kong) Ltd 9 756 -16,48 732 -14,49
2026-01-30 13F Caldwell Securities, Inc 2 0
2026-02-20 13F Wick Capital Partners, LLC 7 174 26,01 427 2,40
2026-01-21 13F Sound Income Strategies, LLC 276 0,00 21 5,00
2026-01-30 13F Bogart Wealth, LLC 514 -8,87 39 -7,32
2026-01-07 13F BCGM Wealth Management, LLC 10 677 0,00 801 2,43
2026-01-21 13F Robinhood Asset Management, LLC 3 072 231
2026-01-26 13F Asset Dedication, LLC 52 0,00 4 0,00
2026-02-09 13F Leavell Investment Management, Inc. 48 549 5,17 3 644 7,69
2026-02-12 13F Jane Street Group, Llc Call 13 800 10,40 1 036 12,99
2026-02-05 13F Allworth Financial LP 118 248 1,39 8 875 3,83
2026-02-09 13F Hantz Financial Services, Inc. 106 0
2026-02-13 13F Mariner, LLC 336 240 -25,95 25 235 -24,18
2026-01-23 13F Intelligence Driven Advisers, LLC 19 260 0,00 1 445 2,41
2026-02-06 13F Creative Financial Designs Inc /adv 251 507 4,57 18 876 7,08
2026-02-10 13F Goldman Sachs Group Inc 0 -100,00 0
2026-01-14 13F Wealthcare Advisory Partners LLC 27 666 -2,04 2 076 0,34
2026-02-12 13F Great Valley Advisor Group, Inc. 20 252 -1,77 1 520 0,60
2026-01-20 13F Investment Research & Advisory Group, Inc. 1 011 76
2026-02-18 13F GWM Advisors LLC 149 580 1,26 11 226 3,69
2026-02-18 13F Crusonia Wealth Advisors LLC 193 361 14 512
2026-01-12 13F RVW Wealth, LLC 30 364 -7,57 2 279 -5,36
2025-09-26 NP BLUX - Bluemonte Dynamic Total Market ETF 50 4
2026-01-30 13F Activest Wealth Management 1 0,00 0
2026-02-09 13F Clear Investment Research, Llc 4 812 0,21 361 2,85
2026-02-17 13F Pinnacle Financial Partners, Inc. 24 578 1 845
2026-02-10 13F Jordan Park Group LLC 87 114 -48,79 6 538 -47,57
2026-02-09 13F Hartland & Co., LLC 8 126 -4,19 610 -1,93
2026-02-17 13F Regal Investment Advisors LLC 10 503 6,65 788 9,29
2026-01-13 13F Olistico Wealth, LLC 8 458 0,00 635 2,42
2026-01-26 13F Private Trust Co Na 44 495 5,90 3 339 8,44
2026-02-13 13F Integrated Wealth Concepts LLC 15 302 -30,58 1 148 -28,92
2026-02-11 13F Vise Technologies, Inc. 52 480 105,34 3 939 110,25
2026-02-05 13F Stonebridge Financial Planning Group, LLC 123 524 1,10 9 270 3,53
2025-10-14 13F Berkshire Money Management, Inc. 0 -100,00 0 -100,00
2026-02-12 13F Grey Fox Wealth Advisors, LLC 0 -100,00 0
2026-02-17 13F Qube Research & Technologies Ltd 266 987 28,27 20 037 31,35
2026-01-02 13F Global Wealth Strategies & Associates 184 0,55 14 0,00
2026-01-22 13F Apollon Wealth Management, LLC 3 948 296
2026-01-21 13F Stone House Investment Management, LLC 1 611 0,00 121 1,69
2026-02-12 13F Barnett & Company, Inc. 2 871 -3,53 215 -1,38
2026-02-17 13F Advisory Services Network, LLC 21 067 -0,88 1 581 1,54
2026-02-04 13F Wsfs Capital Management, Llc 7 808 0,00 586 2,27
2026-02-14 13F Bank of Marin 4 947 -6,77 371 -4,38
2026-02-02 13F Miracle Mile Advisors, LLC 3 092 -0,42 232 2,20
2026-02-13 13F Gts Securities Llc 7 790 -90,57 585 -90,36
2026-02-05 13F Cambridge Investment Research Advisors, Inc. 379 185 -10,83 28 -9,68
2026-01-13 13F Stonehage Fleming Financial Services Holdings Ltd 0 -100,00 0
2026-02-04 13F MONECO Advisors, LLC 33 018 -7,50 2 478 -5,28
2026-02-11 13F Atlantic Private Wealth, LLC 1 114 0,00 84 2,47
2026-02-17 13F Silvercrest Asset Management Group Llc 18 208 4,90 1 367 7,39
2026-01-23 13F Optima Capital Llc 6 423 -94,13 482 -93,98
2026-01-26 13F Seamount Financial Group Inc 14 667 -0,26 1 101 2,14
2025-11-13 13F Glenmede Investment Management, LP 183 0,00 13 0,00
2026-01-12 13F Bath Savings Trust Co 14 876 172,35 1 116 179,00
2026-02-13 13F Flow Traders U.s. Llc 0 -100,00 0
2026-02-13 13F Sei Investments Co 14 942 1 121
2026-02-13 13F Generation Capital Management LLC 40 602 10,20 3 047 12,85
2026-01-26 13F Single Point Partners, LLC 3 580 0,28 269 2,68
2026-02-03 13F AssuredPartners Investment Advisors, LLC 25 629 499,93 1 923 514,38
2026-02-11 13F Gateway Wealth Partners, LLC 5 209 30,95 391 34,02
2026-02-11 13F First American Trust, Fsb 4 691 352
2026-02-14 13F Rockefeller Capital Management L.P. 657 381 440,28 49 626 456,53
2026-02-13 13F Golden State Wealth Management, LLC 527 0,00 40 2,63
2026-02-17 13F Gladstone Institutional Advisory LLC 18 451 -17,36 1 385 -15,40
2026-02-12 13F Wealthspire Advisors, LLC 4 180 2,18 314 4,68
2026-01-27 13F Wealth Enhancement Trust Services, Inc. 445 438 33 430
2026-02-13 13F National Bank Of Canada /fi/ 60 960 -15,50 4 574 -13,46
2026-01-29 13F Concord Wealth Partners 119 681 4,27 8 982 6,78
2026-02-17 13F Summit Trail Advisors, Llc 4 250 -38,72 319 -37,40
2026-02-10 13F Koss-Olinger Consulting, LLC 2 760 -21,37 207 -17,20
2026-01-21 13F Indiana Trust & Investment Management CO 3 209 0,00 241 2,13
2026-02-12 13F Investor's Fiduciary Advisor Network, LLC 6 265 0,00 0
2026-02-09 13F Fidelity D & D Bancorp Inc 79 600 -4,66 5 974 -2,37
2025-11-10 13F Beaumont Capital Management, LLC 0 -100,00 0
2026-02-02 13F Oppenheimer & Co Inc 12 578 -1,81 944 0,53
2026-02-13 13F Vontobel Holding Ltd. 3 233 -45,21 243 -43,98
2026-01-23 13F Curtis Advisory Group, LLC 13 673 90,62 1 026 95,43
2026-02-04 13F Madison Asset Management, LLC 1 362 392 -5,98 102 248 -3,72
2026-02-13 13F Integrity Investment Advisors, LLC 113 891 6,75 8 548 9,32
2026-02-03 13F International Assets Investment Management, Llc 21 655 -4,61 1 625 -0,12
2026-02-13 13F Liberty One Investment Management, Llc 0 -100,00 0
2026-01-09 13F Capital Asset Advisory Services LLC 10 916 -12,45 843 -7,67
2026-01-30 13F Financial Services Advisory Inc 49 743 -8,71 3 733 -6,51
2026-02-12 13F Providence Capital Advisors, LLC 220 0,00 17 0,00
2026-02-17 13F Hyundai Investments Co., Ltd. 7 545 571
2026-02-13 13F Evernest Financial Advisors, LLC 12 050 0,00 961 8,83
2025-10-07 13F First International Bank & Trust 560 123 -1,62 41 051 1,18
2026-02-13 13F Commerce Bank 17 538 285,45 1 316 295,20
2026-02-13 13F Heritage Wealth Advisors 52 185 50,07 3 916 53,69
2026-02-13 13F Silicon Valley Capital Partners 26 046 21,74 1 955 24,62
2026-01-20 13F Global Trust Asset Management, LLC 775 -65,46 58 -64,63
2025-11-07 13F Maridea Wealth Management LLC 0 -100,00 0
2026-02-09 13F Arq Wealth Advisors, Llc 4 805 0,00 361 2,27
2026-01-26 13F Whittier Trust Co 14 200 0,00 1 097 4,48
2026-02-04 13F Dynamic Wealth Strategies, LLC 92 057 -3,54 6 909 -1,23
2026-02-03 13F Diversify Wealth Management, Llc 11 134 12,52 861 17,81
2026-02-17 13F Jones Financial Companies Lllp 2 128 223 15,80 159 727 19,49
2026-01-22 13F Fiduciary Alliance LLC 34 565 7,25 2 594 9,87
2026-01-23 13F Farther Finance Advisors, LLC 45 788 27,86 3 436 30,95
2026-01-29 13F Concurrent Investment Advisors, LLC 119 492 112,33 8 968 117,43
2026-01-23 13F Eagle Strategies LLC 217 882 4,73 16 352 7,25
2026-02-17 13F Citadel Advisors Llc 0 -100,00 0
2026-01-27 13F Latitude Advisors, LLC 5 053 3,02 379 5,57
2026-02-13 13F Aptus Capital Advisors, LLC 8 152 34,94 612 38,24
2026-02-04 13F Atlantic Union Bankshares Corp 129 0,00 10 0,00
2026-02-11 13F Simplex Trading, Llc 0 -100,00 0
2026-01-08 13F Chesapeake Asset Management Llc 125 0,00 9 0,00
2026-01-28 13F HB Wealth Management, LLC 10 388 -2,02 780 0,26
2026-02-13 13F Brown Advisory Inc 11 379 -6,56 854 -4,37
2026-01-30 13F Jackson Hole Capital Partners, LLC 142 0,00 11 0,00
2026-02-10 13F Redwood Financial Network Corp 12 677 -15,99 951 -13,94
2026-02-17 13F Cdkv Holdings Llc 178 13
2026-01-13 13F Lionshead Wealth Management, LLC 69 732 5,75 5 233 8,30
2026-01-30 13F BCU Wealth Advisors, LLC 5 389 0,24 404 2,54
2025-11-13 13F Pacific Sun Financial Corp 0 -100,00 0 -100,00
2026-01-09 13F Park Place Capital Corp 0 -100,00 0
2026-02-02 13F Oppenheimer Asset Management Inc. 3 967 -3,05 298 -0,67
2026-03-05 13F Bayban 87 7
2026-02-06 13F Cullen/frost Bankers, Inc. 20 225 6,80 1 518 9,37
2026-03-12 13F Bawa N Mallick Trust 21 070 0,00 1 581 2,40
2026-02-17 13F Green Harvest Asset Management LLC 7 154 -0,56 537 1,71
2026-01-28 13F City State Bank 111 0,00 8 0,00
2026-02-06 13F Pathway Financial Advisers, LLC 0 -100,00 0
2026-02-11 13F M Holdings Securities, Inc. 18 018 7,28 1 0,00
2026-02-13 13F Kestra Advisory Services, LLC 0 -100,00 0
2026-02-17 13F Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 23 980 18,83 1 800 21,72
2026-02-03 13F Crestwood Advisors Group LLC 30 210 -21,50 2 267 -19,61
2026-02-12 13F/A KDK Private Wealth Management, LLC 7 821 53,62 587 57,10
2026-02-13 13F Glen Eagle Advisors, LLC 9 632 -38,48 723 -37,05
2025-11-13 13F Hanlon Investment Management, Inc. 0 -100,00 0
2026-02-13 13F/A Abound Financial, Llc 3 322 0,00 249 2,47
2026-01-30 13F WoodTrust Financial Corp 5 195 0,00 0
2026-02-02 13F Total Clarity Wealth Management, Inc. 13 812 -5,96 1 037 -3,72
2026-02-13 13F LGT Financial Advisors LLC 0 -100,00 0
2026-02-03 13F Alta Wealth Advisors LLC 8 942 0,11 671 2,60
2026-02-17 13F Warren Averett Asset Management, LLC 10 556 79,34 792 83,76
2025-11-14 13F Capitolis Liquid Global Markets LLC 0 -100,00 0
2026-01-15 13F Trinity Wealth Management, LLC 10 226 5,16 767 7,72
2026-02-13 13F Capstone Wealth Management Group, Llc 70 208 5 269
2026-02-17 13F Russell Investments Group, Ltd. 165 -42,31 12 -40,00
2026-01-26 13F BCS Wealth Management 29 952 139,35 2 248 145,04
2026-01-26 13F PFG Investments, LLC 50 384 9,65 3 781 12,30
2026-02-03 13F Crossmark Global Holdings, Inc. 0 -100,00 0
2026-02-10 13F Operose Advisors LLC 3 024 2,40 227 4,63
2026-02-17 13F IHT Wealth Management, LLC 206 441 26,86 15 493 29,91
2026-01-20 13F Essex LLC 2 905 0,10 218 2,36
2026-02-02 13F Pinnacle Wealth Management Advisory Group, LLC 3 175 4,48 238 7,21
2026-02-06 13F Pnc Financial Services Group, Inc. 974 212 -16,90 73 115 -14,91
2026-02-13 13F Platform Technology Partners 28 820 23,63 2 163 26,58
2026-01-16 13F Park Edge Advisors, LLC 56 913 1,82 4 271 4,27
2026-01-06 13F Advance Capital Management, Inc. 15 084 -3,21 1 132 -0,88
2026-02-05 13F Thrivent Financial For Lutherans 154 636 30,25 12 37,50
2026-01-14 13F Moisand Fitzgerald Tamayo, LLC 188 0,00 14 7,69
2026-01-28 13F Kingswood Wealth Advisors, Llc 12 806 -1,54 961 0,84
2026-01-22 13F Glass Jacobson Investment Advisors llc 21 166 -4,11 1 588 -1,79
2026-02-02 13F Qrg Capital Management, Inc. 4 309 10,83 323 13,73
2026-02-17 13F Gallagher Fiduciary Advisors, LLC 10 715 44,70 804 48,34
2026-02-05 13F Evensky & Katz LLC 773 450 0,33 58 3,57
2026-01-13 13F CoreCap Advisors, LLC 1 985 -23,68 149 -22,11
2026-02-12 13F Summit Financial, LLC 65 079 -1,18 4 884 1,20
2026-01-26 13F Elevation Capital Advisory, LLC 86 602 1 331,44 6 499 1 367,04
2026-02-17 13F Captrust Financial Advisors 85 461 -3,18 6 414 -0,87
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