SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF Akcje - cena akcji, własność instytucjonalna, akcjonariusze (BMV)

Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
MX ˙ BMV ˙ US46138E3541
Podstawowe statystyki
Właściciele instytucjonalni 753 total, 751 long only, 0 short only, 2 long/short - change of -1,96% MRQ
Średnia alokacja portfela 0.7421 % - change of -12,80% MRQ
Akcje instytucjonalne (długie) 59 715 715 (ex 13D/G) - change of 11,32MM shares 15,11% MRQ
Wartość instytucjonalna (długa) $ 4 144 648 USD ($1000)
Własność instytucjonalna i akcjonariusze

Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF (MX:SPLV) posiada 753 właściciele instytucjonalni i akcjonariusze, którzy złożyli formularze 13D/G lub 13F w Komisji Papierów Wartościowych (SEC). Instytucje te posiadają łącznie 59,715,715 akcji. Do największych akcjonariuszy należą Bank Of America Corp /de/, Morgan Stanley, LPL Financial LLC, Bank Of Montreal /can/, Two Sigma Investments, Lp, Fmr Llc, Wells Fargo & Company/mn, Royal Bank Of Canada, Invesco Ltd., and Goldman Sachs Group Inc .

Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF (BMV:SPLV) 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:SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility 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
(%)
2026-02-17 13F Mercer Global Advisors Inc /adv 513 623 -6,34 36 683 -8,93
2026-04-13 13F Hm Payson & Co 1 327 3,92 97 6,59
2026-02-02 13F Ellis Investment Partners, LLC 45 972 -0,76 3 283 -3,53
2026-02-17 13F DV Trading LLC 2 401 171
2026-04-17 13F PMG Wealth Management, Inc. 12 824 0,00 938 2,40
2026-01-13 13F Guerra Pan Advisors, Llc 7 013 0,00 501 -2,91
2026-02-11 13F Tradition Wealth Management, LLC 33 249 -3,54 2 375 -6,24
2026-04-15 13F Wealth Intelligence, LLC 15 898 -21,30 1 163 -19,42
2026-01-06 13F Ransom Advisory, Ltd 105 7
2026-02-10 13F B&l Asset Management Llc 5 114 -3,91 365 -6,65
2026-02-13 13F Laraway Financial Inc 18 042 1,14 1 289 -1,68
2026-02-10 13F Novak & Powell Financial Services, Inc. 4 368 -9,81 312 -12,39
2026-02-17 13F Advisory Services Network, LLC 20 685 -5,41 1 477 -8,03
2026-02-09 13F Coldstream Capital Management Inc 7 056 0,00 504 -2,90
2026-04-17 13F AdvisorNet Financial, Inc 1 506 -3,28 110 -0,90
2026-04-20 13F FSC Wealth Advisors, LLC 6 842 -82,33 500 -81,92
2026-02-13 13F HFG Advisors, Inc. 3 500 0,00 250 -3,11
2026-02-10 13F Clear Harbor Asset Management, LLC 34 519 5,71 2 465 2,75
2026-04-20 13F Kestra Private Wealth Services, Llc 5 438 5,74 398 8,17
2026-02-11 13F Parallel Advisors, LLC 28 683 -4,68 2 049 -7,37
2026-04-10 13F Centurion Wealth Management LLC 7 755 0,00 567 2,53
2026-02-12 13F Planning Project LLC 650 46
2026-02-13 13F Centaurus Financial, Inc. 3 344 2,04 0
2026-02-17 13F Asset One Wealth Management LLC 10 907 802
2026-02-09 13F Hantz Financial Services, Inc. 290 803 -4,08 21 -9,09
2026-02-09 13F Atticus Wealth Management, Llc 138 966 -0,02 9 925 -2,82
2026-02-02 13F Broussard Financial Group LLC 7 981 570
2026-02-12 13F BRYN MAWR TRUST Co 2 123 0,00 152 -2,58
2026-04-03 13F Investors Research Corp 27 329 0,00 1 999 2,41
2026-04-20 13F Jfs Wealth Advisors, Llc 163 853 -0,06 11 984 2,35
2026-02-13 13F MAI Capital Management 145 019 0,98 10 357 -1,86
2026-02-12 13F Mission Creek Capital Partners, Inc. 8 079 0,00 577 -2,70
2026-04-13 13F Creative Financial Designs Inc /adv 11 821 -40,53 865 -39,11
2026-01-20 13F Nvwm, Llc 2 018 0,00 144 -2,70
2026-02-13 13F Beck Capital Management, Llc 0 -100,00 0
2026-04-21 13F Grey Fox Wealth Advisors, LLC 10 555 -0,65 772 1,72
2026-01-08 13F Ulland Investment Advisors, LLC 425 0,00 0
2026-02-09 13F Harbour Investments, Inc. 8 096 21,23 578 17,96
2026-02-10 13F IFG Advisory, LLC 25 991 1 856
2026-01-07 13F WESPAC Advisors SoCal, LLC 0 -100,00 0
2026-04-22 13F Red Door Wealth Management, LLC 9 207 0,00 673 2,44
2026-01-05 13F Chesapeake Asset Management Llc 0 -100,00 0
2026-02-03 13F Harel Insurance Investments & Financial Services Ltd. 6 201 -84,42 0 -100,00
2026-02-09 13F Atlantic Trust, LLC 0 -100,00 0
2026-02-26 13F Anchor Investment Management, LLC 3 354 0,00 240 -2,85
2026-04-14 13F Heirloom Wealth Management 16 248 1 188
2026-02-14 13F Rockefeller Capital Management L.P. 104 213 19,60 7 443 16,26
2025-11-14 13F Squarepoint Ops LLC Put 0 -100,00 0 -100,00
2026-02-13 13F Smartleaf Asset Management LLC 4 189 39,73 301 38,07
2026-02-17 13F Bank Of America Corp /de/ 6 619 508 -17,73 472 765 -20,04
2025-11-14 13F Squarepoint Ops LLC Call 0 -100,00 0 -100,00
2025-11-06 13F Claudia M.p. Batlle, Crp (r) Llc 0 -100,00 0
2026-01-30 13F Keybank National Association/oh 13 628 0,00 973 -2,80
2026-04-10 13F IAM Advisory, LLC 5 569 -4,75 407 -2,40
2026-04-20 13F Ronald Blue Trust, Inc. 2 290 -4,14 167 -1,76
2026-04-21 13F Vise Technologies, Inc. 22 284 0,00 1 592 0,00
2026-02-13 13F Cutler Capital Management, LLC 0 -100,00 0
2025-11-12 13F Park Square Financial Group, LLC 0 -100,00 0
2026-02-09 13F Huntington National Bank 129 -3,01
2026-02-04 13F BCJ Capital Management, LLC 66 162 -28,99 4 725 -30,98
2026-02-17 13F Appalachian Capital Management Ltd 7 613 544
2025-11-05 13F AdvisorShares Investments LLC 0 -100,00 0
2026-04-21 13F Compass Advisory Group LLC 6 685 0,54 489 2,95
2026-02-10 13F Winthrop Capital Management, LLC 18 228 0,00 1 0,00
2026-02-04 13F Money Concepts Capital Corp 4 890 5,48 349 2,65
2026-04-06 13F GAMMA Investing LLC 2 911 -0,55 213 1,44
2026-02-11 13F O'shaughnessy Asset Management, Llc 7 799 14,78 557 11,62
2026-01-28 13F Fairway Wealth LLC 198 14
2026-02-10 13F/A Northwestern Mutual Wealth Management Co 187 456 -13,34 13 388 -15,76
2026-02-12 13F FineMark National Bank & Trust 262 376 1,03 18 739 -1,81
2026-04-22 13F JNBA Financial Advisors 757 -15,42 55 -12,70
2026-02-09 13F MTM Investment Management, LLC 12 643 -0,39 903 -3,22
2026-04-01 13F Bangor Savings Bank 404 -3,35 30 0,00
2026-04-15 13F Silverlake Wealth Management Llc 25 124 -5,27 1 838 -3,01
2026-01-26 13F Moran Wealth Management, LLC 29 728 0,14 2 123 -2,66
2026-01-15 13F Nikulski Financial, Inc. 16 445 -34,47 1 175 -36,33
2026-04-21 13F OneAscent Family Office, LLC 3 736 0,00 273 2,63
2026-01-30 13F Sigma Planning Corp 10 273 1,81 734 -1,08
2026-02-10 13F One Capital Management, LLC 3 685 -6,02 263 -8,68
2026-02-10 13F WCG Wealth Advisors LLC 46 061 34,14 3 290 30,36
2026-02-12 13F JPL Wealth Management, LLC 0 -100,00 0
2026-02-17 13F Gotham Asset Management, LLC 15 518 -0,79 1 108 -3,57
2026-02-03 13F Bokf, Na 2 505 0,00 179 -3,26
2026-02-10 13F Rothschild Investment Llc 7 044 0,00 503 -2,71
2026-04-08 13F Dynamic Advisor Solutions LLC 5 776 0,05 422 2,43
2026-02-13 13F Intrepid Financial Planning Group LLC 8 747 -0,40 625 -3,26
2026-02-02 13F Advisors Preferred, LLC 42 648 -13,89 3 037 -16,04
2026-01-12 13F Traynor Capital Management, Inc. 129 957 0,09 9 281 -2,71
2026-02-13 13F Pacific Center for Financial Services 57 275 0,00 4 209 0,00
2026-02-17 13F Prelude Capital Management, Llc 0 -100,00 0
2025-11-04 13F L.m. Kohn & Company 0 -100,00 0
2026-02-17 13F Boothbay Fund Management, Llc 0 -100,00 0
2025-11-12 13F Creekmur Asset Management LLC 43 579 -3,90 3 202 -3,03
2025-11-12 13F CIBC Bancorp USA Inc. 23 245 1 708
2026-04-03 13F Ridgewood Investments LLC 22 107 -5,60 1 617 -6,05
2026-01-27 13F Jackson, Grant Investment Advisers, Inc. 111 853 0,56 7 989 -2,26
2026-02-12 13F Empower Advisory Group, LLC 0 -100,00 0
2026-02-11 13F MCF Advisors LLC 140 0,00 10 -10,00
2026-02-11 13F Milestone Investment Advisors LLC 46 618 -0,02 3 329 -2,83
2026-01-16 13F Tempus Wealth Planning, LLC 18 273 -0,33 1 305 -3,12
2026-02-12 13F Jane Street Group, Llc Put 0 -100,00 0 -100,00
2026-02-18 13F Caitlin John, LLC 1 900 136
2025-11-07 13F Synovus Financial Corp 10 867 -1,65 799 -0,75
2026-01-27 13F Summit Wealth Partners, LLC 0 -100,00 0
2026-02-12 13F Quadrant Capital Group Llc 713 0,00 51 -3,85
2026-01-27 13F TD Waterhouse Canada Inc. 8 907 5,95 636 3,75
2026-01-27 13F Berger Financial Group, Inc 7 086 9,69 506 6,75
2025-11-13 13F Wellspring Financial Advisors, LLC 0 -100,00 0
2026-02-09 13F Integrity Alliance, Llc. 6 836 15,47 488 12,18
2026-02-03 13F Sequoia Financial Advisors, LLC 103 111 -5,05 7 364 -7,71
2026-01-26 13F Whittier Trust Co 11 400 0,00 817 -1,92
2026-01-27 13F Belpointe Asset Management LLC 3 120 -49,56 223 -51,10
2026-02-10 13F Quantbot Technologies LP 0 -100,00 0
2026-01-23 13F FSM Wealth Advisors, LLC 7 666 0,21 548 -2,67
2026-02-10 13F/A LVZ Advisors, Inc. 3 323 0,00 237 -2,87
2026-02-12 13F Compass Capital Corp /ma/ /adv 4 380 0,00 329 4,78
2026-01-29 13F D.a. Davidson & Co. 33 236 2,26 2 374 -0,63
2026-02-19 13F Invesco Ltd. 1 342 772 -6,47 95 901 -9,09
2026-01-07 13F Aventura Private Wealth, LLC 41 0,00 3 -33,33
2026-02-11 13F Paragon Private Wealth Management, LLC 20 059 -1,58 1 433 -4,34
2026-01-26 13F Main Street Group, LTD 0 -100,00 0
2026-01-20 13F Savvy Advisors, Inc. 10 430 745
2026-02-05 13F AlphaCore Capital LLC 3 622 281,26 259 273,91
2026-02-06 13F Tanglewood Legacy Advisors, LLC 5 621 -17,47 401 -19,80
2026-02-06 13F Advisory Alpha, LLC 27 455 1,68 1 961 -0,15
2026-02-10 13F Root Financial Partners, LLC 1 593 -4,09 114 -7,38
2026-02-04 13F Ameritas Advisory Services, LLC 6 433 -31,33 459 -33,28
2026-02-09 13F Key FInancial Inc 64 0,00 5 0,00
2026-01-21 13F Prime Capital Investment Advisors, LLC 0 -100,00 0
2026-02-13 13F Diametric Capital, LP 0 -100,00 0
2026-04-21 13F Founders Capital Management 1 245 0,00 91 3,41
2026-02-10 13F Harfst & Associates, Inc. 16 217 -6,71 1 158 -9,32
2026-04-08 13F Northstar Advisory Group, LLC 0 -100,00 0
2026-02-13 13F Northwest Bancshares, Inc. 3 173 0,00 227 -3,00
2026-04-15 13F Redhawk Wealth Advisors, Inc. 249 052 18 216
2026-01-22 13F Castle Wealth Management Llc 4 700 0,00 336 -2,90
2026-01-20 13F Stratos Wealth Partners, LTD. 46 790 -2,22 3 342 -4,98
2026-02-12 13F TopTier Wealth Management, LLC 9 951 711
2026-04-22 13F Networth Advisors, LLC 767 56
2026-02-17 13F Creative Planning 131 988 2,47 9 427 -0,40
2026-04-17 13F Ambassador Advisors, LLC 8 182 0,06 598 2,57
2026-01-26 13F Cwm, Llc 275 453 7,02 20 5,56
2026-01-27 13F Fiscal Wisdom Wealth Management, LLC 3 545 -10,75 253 -12,46
2026-04-21 13F Moseley Investment Management Inc 3 459 0,00 253 2,02
2026-02-12 13F StoneX Group Inc. 9 355 4,76 668 1,83
2026-04-16 13F Strategic Advisory Partners, Llc 93 384 6,12 6 830 8,69
2026-02-17 13F Snowden Capital Advisors LLC 8 769 8,90 626 5,92
2026-04-08 13F Heritage Family Offices, LLP 5 781 -1,85 423 0,48
2025-11-13 13F Novus Advisors, Llc 0 -100,00 0
2026-02-03 13F Strategic Wealth Advisors LLC 12 425 1
2026-04-07 13F Investment Partners Asset Management, Inc. 3 253 0,00 238 2,16
2026-02-17 13F Fmr Llc 2 191 139 -12,86 156 491 -15,30
2026-01-27 13F Symmetry Partners, LLC 10 585 10,72 756 7,55
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-03-20 13F Purpose Unlimited Inc. 379 27
2026-02-06 13F Fortis Group Advisors, LLC 54 613 4 022
2026-02-13 13F Arkadios Wealth Advisors 40 820 -5,34 2 915 -7,99
2026-04-22 13F Romano Brothers And Company 5 952 0,02 435 2,35
2026-02-17 13F Citadel Advisors Llc Call 10 700 55,07 764 50,69
2025-11-14 13F Financial Network Wealth Management LLC 0 -100,00 0
2026-04-21 13F Trueblood Wealth Management, LLC 14 956 -9,40 1 094 -7,22
2026-02-17 13F Citadel Advisors Llc Put 6 500 -56,95 464 -58,16
2026-02-17 13F Citadel Advisors Llc 39 408 -32,24 2 815 -34,14
2026-03-24 13F Old North State Trust, LLC 24 155 0,00 2 0,00
2026-04-17 13F Great Waters Wealth Management 23 195 -0,46 1 697 1,92
2026-02-17 13F NewSquare Capital LLC 308 174 -32,28 22 010 -34,18
2026-02-17 13F High Falls Advisors, Inc 4 437 -0,69 317 -3,66
2026-01-23 13F Optima Capital Llc 207 15
2026-04-15 13F Merit Financial Group, LLC 42 790 -10,65 3 130 -8,51
2026-01-28 13F Glassman Wealth Services 2 181 0,00 156 -3,12
2026-04-17 13F Essex Savings Bank 3 276 -5,92 240 -3,63
2025-10-31 13F Frazier Financial Advisors, LLC 0 -100,00 0
2026-04-20 13F Friedenthal Financial 0 -100,00 0
2026-04-14 13F Wealthcare Advisory Partners LLC 20 464 7,12 1 497 9,68
2026-02-11 13F First Command Advisory Services, Inc. 9 549 -6,39 682 -9,08
2026-01-20 13F Global Trust Asset Management, LLC 0 -100,00 0 -100,00
2026-02-17 13F Glenmede Trust Co Na 72 480 -0,55 5 177 -4,94
2026-02-18 13F EP Wealth Advisors, Inc. 27 204 14,09 1 943 11,87
2026-02-12 13F Principal Securities, Inc. 0 -100,00 0 -100,00
2026-02-17 13F Integrated Advisors Network LLC 47 783 -8,68 3 413 -11,24
2026-04-21 13F Trilogy Capital Inc. 18 763 -52,23 1 372 -51,09
2026-02-03 13F Providence First Trust Co 6 716 8,04 480 5,04
2026-02-13 13F Colony Group, LLC 82 281 20,62 5 892 17,54
2026-01-30 13F Strategic Blueprint, LLC 10 587 30,00 756 26,42
2026-02-13 13F Parkside Financial Bank & Trust 3 121 0,00 223 -3,06
2026-04-23 13F Fortune Financial Group, Inc. 194 258 108,92 14 208 236 700,00
2026-02-13 13F Level Four Advisory Services, Llc 9 967 -0,53 712 -3,40
2026-04-22 13F TPG Advisors LLC 13 516 -7,35 989 -5,09
2026-02-10 13F Basepoint Wealth LLC 1 886 -40,67 135 -42,49
2026-01-15 13F Burns Matteson Capital Management, LLC 56 346 -1,38 4 024 -4,14
2025-11-06 13F BlueChip Wealth Advisors LLC 0 -100,00 0
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 14 871 -5,88 1 088 -3,63
2025-11-12 13F Freestone Capital Holdings, LLC 0 -100,00 0
2026-04-21 13F Wesbanco Bank Inc 5 899 0,00 431 2,38
2026-02-17 13F Cambria Investment Management, L.P. 316 649 113,13 22 615 107,17
2026-01-30 13F Archer Investment Corp 2 203 -0,27 157 -3,09
2026-04-21 13F OneAscent Wealth Management LLC 5 160 -10,48 377 -8,27
2026-02-11 13F Picton Mahoney Asset Management 161 621 -50,84 11 543 47 991,67
2026-01-20 13F Wealth Management Associates, Inc. 5 592 -3,02 399 -5,67
2026-02-17 13F Two Sigma Securities, Llc 11 950 853
2026-04-20 13F Balance Wealth, LLC 4 654 6,55 340 9,32
2025-11-12 13F Kaizen Financial Strategies 0 -100,00 0
2026-04-15 13F AlphaStar Capital Management, LLC 5 984 -0,37 438 2,10
2026-02-10 13F Weaver Consulting Group 0 -100,00 0
2026-04-22 13F Detalus Advisors, LLC 3 094 0,00 226 2,73
2025-11-04 13F Strategy Asset Managers Llc 0 -100,00 0
2026-04-08 13F Olistico Wealth, LLC 6 835 0,00 500 2,25
2026-02-11 13F Cerity Partners LLC 40 687 36,94 2 906 33,07
2025-11-10 13F Berkeley Capital Partners, LLC 0 -100,00 0
2026-02-12 13F Kovack Advisors, Inc. 12 913 2,82 904 -1,95
2026-04-06 13F Israel Discount Bank of New York 57 754 147,19 4 224 153,24
2026-02-12 13F Skopos Labs, Inc. 15 655 407,95 1 126 407,21
2026-04-13 13F Sherman Wealth Management LLC 32 079 -10,37 2 346 -8,22
2026-02-17 13F NorthRock Partners, LLC 11 695 44,10 835 40,10
2026-02-17 13F Cape Investment Advisory, Inc. 161 11
2026-04-17 13F Matthew Goff Investment Advisor, LLC 0 -100,00 0
2026-01-30 13F Wagner Wealth Management, Llc 434 0,23 31 -3,23
2026-02-02 13F Fifth Third Bancorp 5 815 1,98 415 -0,72
2026-01-21 13F Sound Income Strategies, LLC 1 643 9,68 120 11,11
2026-02-06 13F Gables Capital Management Inc. 206 0,00 15 -6,67
2026-02-14 13F Whipplewood Advisors, LLC 11 310 5,20 808 2,28
2026-02-17 13F Schrum Private Wealth Management LLC 3 151 0,06 225 -3,03
2026-04-23 13F Harbor Investment Advisory, Llc 106 0,00 8 0,00
2026-04-16 13F Stephen J. Garry & Associates, Llc 2 795 204
2026-02-13 13F Missouri Trust & Investment Co 239 0,00 17 0,00
2026-02-17 13F Northern Trust Corp 20 586 369,79 1 470 357,94
2026-01-30 13F Citizens Financial Group Inc/ri 10 846 -0,40 775 -3,25
2026-02-18 13F NFP Retirement, Inc. 21 142 0,00 1 510 -2,83
2025-10-29 13F Meitav Dash Investments Ltd 0 -100,00 0
2026-02-11 13F Strategic Wealth Designers 0 -100,00 0
2025-11-13 13F Chicago Wealth Management, Inc. 0 -100,00 0
2026-02-17 13F Tudor Investment Corp Et Al 5 726 409
2026-04-02 13F Fulcrum Equity Management 15 440 1 129
2026-02-11 13F Simplex Trading, Llc 0 -100,00 0
2026-01-23 13F Assetmark, Inc 3 518 0,43 251 -2,33
2026-01-30 13F Arlington Trust Co LLC 0 -100,00 0
2026-02-13 13F Headlands Technologies LLC 23 158 1 654
2026-02-03 13F McIlrath & Eck, LLC 541 -19,25 39 -22,45
2026-02-13 13F Jacobi Capital Management LLC 4 564 -1,98 326 -4,97
2026-02-17 13F Cardiff Park Advisors, Llc 0 -100,00 0
2026-01-28 13F Headland Capital, LLC 6 391 6,27 456 3,40
2026-02-11 13F Tiaa Trust, National Association 4 509 10,41 322 7,33
2026-02-12 13F BlackRock, Inc. 16 338 15,70 1 167 12,44
2026-02-17 13F Advisor Group Holdings, Inc. 526 828 -20,95 37 632 -23,12
2026-01-23 13F Galvin, Gaustad & Stein, LLC 3 670 0,00 262 -2,60
2026-02-13 13F Citigroup Inc 101 979 -14,14 7 283 -16,55
2026-04-13 13F Trust Co 45 0,00 3 0,00
2026-01-16 13F Crewe Advisors LLC 149 -65,83 11 -68,75
2026-02-09 13F Smithfield Trust Co 2 053 15,47 0
2026-03-04 13F SHP Wealth Management 300 21
2026-04-20 13F Cardinal Point Capital Management, ULC 9 880 723
2026-02-05 13F Western Wealth Management, LLC 40 646 -4,54 2 903 -7,23
2026-02-13 13F Kcm Investment Advisors Llc 3 537 0,00 253 -2,70
2026-04-06 13F CX Institutional 3 407 -62,11 0
2026-02-10 13F Dynasty Wealth Management, Llc 424 260 -7,32 30 301 -9,92
2026-01-20 13F Steel Peak Wealth Management LLC 70 009 62,28 5 000 57,73
2026-02-05 13F Owen LaRue, LLC 0 -100,00 0
2026-04-20 13F Trust Co Of Oklahoma 5 240 -14,21 383 -12,16
2026-01-21 13F Townsend Asset Management Corp /nc/ /adv 7 965 -1,12 569 -3,89
2026-02-10 13F Syntegra Private Wealth Group, LLC 34 655 2,42 2 475 -0,44
2026-04-07 13F Estate Planners Group, LLC 379 27
2026-02-19 13F Mcguire Capital Advisors Inc 19 1
2026-02-13 13F Brick & Kyle, Associates 8 782 -12,91 1
2026-02-17 13F Two Sigma Investments, Lp 2 634 200 82,59 188 135 77,47
2025-11-06 13F Financial Advocates Investment Management 0 -100,00 0
2026-04-07 13F Farther Finance Advisors, LLC 45 310 0,37 3 323 3,04
2026-02-13 13F Walleye Capital LLC 0 -100,00 0
2026-02-17 13F Aqr Capital Management Llc 22 780 -2,43 1 627 -5,19
2026-02-13 13F Transamerica Financial Advisors, Inc. 46 719 3 337
2026-02-03 13F D.B. Root & Company, LLC 3 124 -1,14 223 -3,88
2026-02-10 13F Lido Advisors, LLC 231 649 0,03 17 004 -0,08
2026-04-17 13F HHM Wealth Advisors, LLC 444 0,00 32 3,23
2026-02-11 13F Capital Analysts, Inc. 2 919 0,24 0
2026-02-17 13F Quantitative Investment Management, LLC 29 155 2
2026-02-09 13F Clearwater Capital Advisors, LLC 11 351 0,00 811 -2,88
2026-02-09 13F Prairie Wealth Advisors, Inc. 0 -100,00 314 -3,09
2026-02-04 13F Flagship Private Wealth, LLC 17 119 6,08 1 223 3,12
2026-04-20 13F Sowell Financial Services LLC 11 014 -4,75 806 -2,42
2026-02-13 13F Sovereign Investment Advisors, LLC 37 409 -23,36 2 672 -25,52
2026-04-17 13F James J. Burns & Company, LLC 3 168 0,00 232 2,21
2026-01-27 13F Lodestar Private Asset Management Llc 14 300 0,10 1 021 -2,67
2026-04-09 13F Cliftonlarsonallen Wealth Advisors, Llc 351 128 -0,39 25 681 2,01
2026-02-11 13F LPL Financial LLC 3 249 785 -10,28 232 100 -12,79
2026-04-07 13F G&S Capital LLC 61 199 7,50 4 476 10,11
2026-04-15 13F Optivise Advisory Services LLC 9 762 -30,00 714 -28,41
2026-01-12 13F Rialto Wealth Management, LLC 1 350 96
2026-02-11 13F Flagship Wealth Advisors, Llc 410 0,00 29 -3,33
2026-04-21 13F Falcon Wealth Planning 3 639 -0,76 266 1,92
2026-03-04 13F Compass Financial Group, Inc. (Ohio) 15 979 1 141
2026-01-15 13F Capital Advisors Inc/ok 10 122 0,00 723 -2,83
2026-04-13 13F Mather Group, Llc. 6 372 3,96 466 6,64
2026-02-02 13F Robertson Stephens Wealth Management, LLC 60 689 -9,70 4 334 -12,23
2026-02-13 13F Ausdal Financial Partners, Inc. 53 189 -1,85 3 799 -4,60
2026-02-11 13F Zions Bancorporation, National Association /ut/ 1 000 0,00 71 -2,74
2026-02-13 13F/A New England Private Wealth Advisors LLC 377 564 -1,17 26 966 -3,94
2026-02-17 13F WFA of San Diego, LLC 0 -100,00 0
2026-01-23 13F Sage Mountain Advisors LLC 12 635 0,00 902 -2,80
2026-02-17 13F MGB Wealth Management, LLC 18 498 -1,82 1 321 -4,48
2026-02-17 13F D. E. Shaw & Co., Inc. 52 904 192,43 3 778 184,27
2026-01-28 13F Nadler Financial Group, Inc. 5 000 0,00 357 -2,72
2026-01-15 13F Nilsine Partners, LLC 152 110 6,47 10 864 3,48
2026-02-17 13F Raymond James Financial Inc 935 880 3,48 66 841 0,58
2026-01-14 13F ORG Wealth Partners, LLC 0 -100,00 0
2026-04-06 13F Rosenberg Matthew Hamilton 3 0,00 0
2026-01-28 13F Geneos Wealth Management Inc. 121 349 18,39 8 667 15,07
2026-04-22 13F Apollon Financial, LLC 5 856 0,14 428 2,64
2026-04-07 13F/A Round Rock Advisors, LLC 12 558 -0,92 897 -3,76
2026-02-04 13F Tsfg, Llc 500 0,00 0
2025-11-14 13F KKM Financial LLC 0 -100,00 0
2026-02-10 13F Daiwa Securities Group Inc. 27 500 -1,79 2 -50,00
2026-04-22 13F Janney Montgomery Scott LLC 284 434 -0,88 21 0,00
2026-02-04 13F Continuum Wealth Advisors, Llc 12 194 -4,79 871 -7,55
2026-02-12 13F Commonwealth Equity Services, Llc 1 181 626 -9,74 84 392 87 807,29
2026-04-17 13F Berman McAleer LLC 377 051 3,56 27 578 6,05
2026-02-13 13F Neuberger Berman Group LLC 3 225 -36,45 230 -38,17
2026-02-04 13F Peterson Wealth Management 0 -100,00 0
2026-03-04 13F/A Valpey Financial Services, LLC 4 962 0,55 354 -2,21
2026-02-02 13F Avidian Wealth Solutions, LLC 109 699 3,14 7 835 0,24
2026-04-20 13F Investment Research & Advisory Group, Inc. 691 0,00 51 2,04
2026-01-29 13F UMA Financial Services, Inc. 1 020 -49,00 73 -50,68
2026-02-17 13F Tower Research Capital LLC (TRC) 0 -100,00 0
2026-01-07 13F Innova Wealth Partners 4 262 304
2025-11-13 13F GeoWealth Management, LLC 0 -100,00 0
2026-04-17 13F Brown, Lisle/cummings, Inc. 203 0,00 15 0,00
2026-02-17 13F Opus Financial Solutions LLC 3 067 219
2026-02-25 13F Kw Wealth Management Llc 4 235 0,00 302 -2,89
2026-02-23 13F Wealth Preservation Advisors, LLC 185 0,00 13 0,00
2026-02-13 13F Mml Investors Services, Llc 80 616 -0,68 5 758 -3,47
2026-04-07 13F Eastern Bank 11 506 0,00 842 2,44
2026-04-20 13F Park Edge Advisors, LLC 0 -100,00 0
2026-02-02 13F Opes Wealth Management LLC 121 210 1,86 8 657 -1,01
2026-02-12 13F Hrt Financial Lp 0 -100,00 0
2026-01-21 13F Modera Wealth Management, LLC 7 606 0,00 543 -2,69
2026-02-17 13F J. Goldman & Co LP 4 532 -60,40 324 -61,55
2026-02-02 13F Truist Financial Corp 110 512 -4,65 7 893 -7,33
2026-01-29 13F Klingman & Associates, LLC 55 735 -0,24 3 981 -3,05
2026-02-12 13F Front Row Advisors LLC 1 461 0,00 104 -2,80
2026-02-09 13F Cary Street Partners Financial Llc 3 012 7,19 215 4,37
2026-01-21 13F Petra Financial Advisors Inc 79 910 -4,04 5 707 -6,72
2026-02-13 13F Pathstone Holdings, LLC 10 729 34,00 766 30,27
2026-02-17 13F Safe Harbor Fiduciary, LLC 2 0,00 0
2026-02-17 13F Hilltop Holdings Inc. 13 523 0,00 966 -2,82
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 285 0,00 21 0,00
2026-02-17 13F Cetera Investment Advisers 468 380 -2,89 33 452 -5,62
2026-02-17 13F Pinnacle Family Advisors, LLC 0 -100,00 0
2025-10-23 13F Caldwell Trust Co 0 -100,00 0
2026-02-18 13F/A Empowered Funds, LLC 320 880 93,81 22 917 88,38
2026-01-29 13F Atlas Legacy Advisors, LLC 4 211 -1,93 301 -4,76
2026-02-03 13F Koshinski Asset Management, Inc. 12 991 -8,71 928 -11,29
2026-02-13 13F Stifel Financial Corp 262 940 -1,32 18 779 -4,08
2026-02-06 13F Flaharty Asset Management, LLC 5 920 0,00 423 -2,99
2026-04-15 13F Apex Wealth Management, LLC 9 473 232,39 693 232,69
2026-04-13 13F Runnymede Capital Advisors, Inc. 10 592 775
2026-04-15 13F Steinberganna Wealth Management 4 914 -37,46 359 -36,01
2026-04-22 13F Wetzel Investment Advisors, Inc. 5 791 -0,21 424 2,17
2026-01-23 13F Rsm Us Wealth Management Llc 11 222 -8,36 807 -10,23
2026-02-11 13F Jpmorgan Chase & Co 312 992 -3,87 22 354 -6,57
2025-11-04 13F Guerra Advisors Inc 15 1
2026-04-15 13F Valley National Advisers Inc 1 000 0,00 0
2026-02-12 13F Financial Engines Advisors L.L.C. 4 142 -28,78 296 -30,91
2025-11-14 13F National Bank Of Canada /fi/ 0 -100,00 0
2026-01-22 13F Bartlett & Co. Wealth Management Llc 10 120 0,00 723 -2,83
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 267 894 -32,17 19 800 -30,02
2026-04-09 13F Meriwether Wealth & Planning, LLC 69 920 14,08 5 114 16,82
2026-04-16 13F Balboa Wealth Partners 3 000 0,00 219 2,34
2026-04-14 13F Nbc Securities, Inc. 6 461 -0,74 473 1,72
2026-01-22 13F Northcape Wealth Management, Llc 17 611 -5,81 1 258 -8,45
2026-01-26 13F Equity Wealth Partners, LLC 3 724 -5,91 266 -8,62
2026-04-17 13F Weaver Capital Management LLC 28 807 -8,64 2 107 -6,44
2025-11-14 13F Imprint Wealth LLC 0 -100,00 0
2026-02-13 13F Solstein Capital, LLC 524 0,00 37 -2,63
2026-02-24 13F Chelsea Counsel Co 147 0,00 10 0,00
2026-01-26 13F Valmark Advisers, Inc. 4 348 -0,25 311 -3,12
2026-04-23 13F BXM Wealth LLC 5 721 0,00 418 2,45
2026-04-21 13F HCR Wealth Advisors 4 936 10,08 361 12,81
2026-02-02 13F Holistic Planning, LLC 9 502 -11,11 679 -13,63
2026-02-10 13F Foundations Investment Advisors, LLC 5 529 395
2026-01-28 13F Chicago Partners Investment Group LLC 14 645 -5,12 1 065 -3,79
2026-02-10 13F JTC Employer Solutions Trusteee Ltd 13 000 0,00 1
2026-02-17 13F Perennial Investment Advisors, LLC 12 320 -14,24 880 -16,68
2026-02-13 13F Baird Financial Group, Inc. 63 683 -0,96 4 548 -3,73
2026-02-12 13F Bank Of Montreal /can/ 2 640 200 -9,80 188 563 -12,33
2026-02-06 13F Keystone Financial Group 4 906 0,70 350 -1,96
2026-01-16 13F Worth Financial Advisory Group, LLC 3 007 -0,92 215 -4,04
2026-02-13 13F Flow Traders U.s. Llc 15 389 1
2026-02-11 13F 111 Capital 7 653 547
2026-04-15 13F Retireful, LLC 0 -100,00 0
2026-02-04 13F Win Advisors, Inc 6 485 463
2026-02-13 13F Apriem Advisors 3 000 0,00 214 -2,73
2026-01-29 13F TKG Advisors, LLC 112 425 -0,47 5 196 5,08
2026-04-14 13F Pinnacle Wealth Management Group, Inc. 70 988 5,09 5 192 7,63
2026-04-15 13F/A Sl Advisors, Llc 0 -100,00 0
2026-02-11 13F Ameritas Investment Partners, Inc. 405 29
2026-02-17 13F Susquehanna International Group, Llp Call 44 400 8,82 3 171 5,81
2026-04-15 13F Fifth Third Securities, Inc. 69 531 2,80 5 086 5,28
2026-02-17 13F Susquehanna International Group, Llp 11 696 181,02 835 173,77
2026-02-17 13F Susquehanna International Group, Llp Put 29 900 30,00 2 135 26,33
2026-04-09 13F Life Line Wealth Management Llc 6 955 3,45 509 5,83
2025-10-31 13F Fortis Capital Advisors, LLC 0 -100,00 0
2026-02-13 13F Perryman Financial Advisory Inc /ad 31 980 2 284
2026-02-12 13F Triumph Capital Management 2 154 0,00 154 -3,16
2026-04-21 13F Long Island Wealth Management, Inc. 20 102 -8,14 1 470 -5,89
2026-03-13 13F/A Pensionmark Financial Group, Llc 8 587 5,95 613 3,03
2026-04-13 13F Massmutual Trust Co Fsb/adv 19 757 41,35 1 445 44,79
2026-04-21 13F Centennial Advisors, LLC 7 534 551
2026-02-09 13F Clear Investment Research, Llc 0 -100,00 0
2026-02-06 13F Csenge Advisory Group 3 820 -17,51 273 -20,00
2026-02-11 13F Gwn Securities Inc. 0 -100,00 0
2026-02-05 13F Tennessee Valley Asset Management Partners 35 804 4,18 2 557 1,27
2026-02-17 13F Harvest Investment Services, LLC 3 924 -58,19 280 -59,36
2026-01-27 13F Ring Mountain Capital, LLC 2 930 -8,72 0
2026-02-10 13F Bnp Paribas Arbitrage, Sa 345 -60,97 25 -62,50
2026-02-17 13F Prosperity Consulting Group, LLC 33 540 -1,86 2 395 -4,62
2026-04-20 13F Provenance Wealth Advisors, LLC 449 0,00 33 0,00
2026-01-27 13F PFG Advisors 22 212 -56,97 1 586 -58,19
2026-02-04 13F Fourth Dimension Wealth, LLC 494 -9,52 35 -12,50
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 79 0,00 6 0,00
2026-02-10 13F Godfrey Financial Associates, Inc. 131 9
2026-01-30 13F American Financial & Tax Strategies Inc 83 767 -5,98 5 983 -8,62
2026-02-17 13F Cresset Asset Management, LLC 15 561 0,28 1 111 -2,54
2026-02-13 13F Motiv8 Investments LLC 4 0
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 18 591 6,62 1 360 9,16
2026-04-08 13F First Heartland Consultants, Inc. 3 386 -0,09 248 2,07
2025-11-10 13F Dakota Wealth Management 0 -100,00 0
2026-02-13 13F Beacon Financial Advisory LLC 4 245 1,63 303 -0,98
2025-11-14 13F Gts Securities Llc 0 -100,00 0 -100,00
2026-02-02 13F HTG Investment Advisors, Inc. 5 721 0,00 409 -2,86
2026-02-17 13F Boreal Capital Management LLC 3 407 0,00 243 -2,80
2025-11-13 13F Franklin Resources Inc 0 -100,00 0
2026-02-13 13F Pinnacle Wealth Planning Services, Inc. 2 373 169
2026-02-12 13F Xponance, Inc. 3 376 -25,59 241 -27,63
2026-02-04 13F Hirtle Callaghan & Co LLC 17 915 1 279
2026-02-06 13F Kingdom Financial Group LLC. 629 45
2026-02-06 13F Synergy Investment Management, LLC 9 830 3,36 702 0,57
2026-01-15 13F Lodestone Wealth Management LLC 2 850 0,07 204 -2,87
2026-02-11 13F TruNorth Capital Management, LLC 0 -100,00 0
2026-02-13 13F Squarepoint Ops LLC 18 026 1 287
2026-01-28 13F Barrett & Company, Inc. 400 0,00 29 -3,45
2026-02-10 13F Acorn Wealth Advisors, LLC 24 833 -5,76 1 774 -8,42
2025-10-30 13F Arrow Investment Advisors, LLC 0 -100,00 0
2026-04-15 13F Journey Strategic Wealth Llc 7 721 -12,21 565 -10,19
2026-04-10 13F Magnus Financial Group LLC 12 277 -3,84 898 -1,54
2026-03-05 13F Taylor Securities Services, Inc. 13 425 959
2026-01-22 13F Harwood Advisory Group, LLC 1 974 -0,40 141 -3,45
2026-01-30 13F Us Bancorp \de\ 8 387 -15,00 599 -17,52
2026-02-17 13F Guardian Wealth Advisors, Llc / Nc 7 071 -3,39 505 -5,96
2026-02-17 13F Equitable Holdings, Inc. 536 365 -8,05 38 307 -10,63
2026-02-02 13F Millstone Evans Group, LLC 534 0,00 38 -2,56
2026-04-08 13F Emergent Wealth Advisors, LLC 3 052 -6,81 223 -4,29
2026-02-17 13F Matters Capital Llc 28 371 2 026
2026-04-21 13F Merkkuri Wealth Advisors LLC 5 361 0,54 392 3,16
2026-02-13 13F Clearview Wealth Advisors LLC 3 106 -17,26 222 -19,64
2026-02-10 13F Advisor Resource Council 8 266 607
2026-02-12 13F Moneta Group Investment Advisors Llc 7 793 4,24 557 1,28
2026-01-23 13F Nbt Bank N A /ny 3 564 -0,06 293 -2,99
2026-02-10 13F CIBC World Markets Inc. 4 266 7,29 305 4,11
2025-11-04 13F Pineridge Advisors LLC 2 887 -0,10 212 0,95
2026-04-22 13F SFG Wealth Management, LLC. 2 792 204
2026-04-22 13F Coastal Investment Advisors, Inc. 2 376 -1,86 174 0,58
2025-11-13 13F Total Investment Management Inc 0 -100,00 0
2026-01-27 13F First Horizon Corp 31 149 -6,20 2 225 -8,85
2026-01-30 13F Catalytic Wealth RIA, LLC 9 272 0,00 662 -2,79
2026-02-12 13F Great Valley Advisor Group, Inc. 5 807 -1,22 415 -4,17
2025-10-27 13F Financial Network Wealth Advisors LLC 0 -100,00 0
2025-10-31 13F Emerald Investment Partners, Llc 0 -100,00 0
2026-01-29 13F Bravias Capital Group, LLC 5 533 0,00 395 -2,71
2026-02-19 13F CI Private Wealth, LLC 171 135 5,17 12 223 3,49
2026-04-15 13F Meridian Financial Partners LLC 3 807 35,48 281 36,59
2026-02-02 13F Manhattan West Asset Management, LLC 3 500 0,00 250 -3,11
2026-04-21 13F Sensible Money, LLC 10 453 0,00 765 2,41
2026-02-06 13F GPS Wealth Strategies Group, LLC 929 -92,60 66 -92,83
2026-02-13 13F Umb Bank N A/mo 54 206 -5,14 3 871 -7,81
2026-04-21 13F Armbruster Capital Management, Inc. 529 813 5,09 38 751 7,63
2026-02-17 13F Ameriprise Financial Inc 1 231 296 -19,51 87 940 -21,76
2026-04-16 13F Brookstone Capital Management 560 186 4,22 40 972 6,73
2026-02-13 13F Resources Investment Advisors, LLC. 6 713 0,09 479 -2,64
2026-04-13 13F Gradient Investments LLC 2 823 206
2026-01-26 13F AE Wealth Management LLC 31 866 4,75 2 276 1,79
2026-04-14 13F Value Investment Professionals, LLC 74 818 5 472
2026-01-30 13F United Community Bank 1 020 0,00 73 -2,70
2026-02-10 13F Cherry Tree Wealth Management, LLC 66 931 -6,06 4 780 -8,69
2026-02-17 13F Ancora Advisors, LLC 12 607 0,01 900 -2,81
2026-04-22 13F Genesee Capital Advisors, LLC 14 702 0,00 1 075 2,38
2026-02-12 13F CIBC Private Wealth Group, LLC 6 881 -61,22 491 -62,32
2026-04-17 13F Signal Advisors Wealth, LLC 3 523 9,31 258 11,74
2026-02-13 13F SRS Capital Advisors, Inc. 13 594 971
2026-01-15 13F Santori & Peters, Inc. 18 902 1,06 1 350 -1,82
2026-02-05 13F Panoramic Investment Advisors, Llc 7 892 0,48 564 -2,43
2026-02-02 13F Alliance Wealth Advisors, LLC /UT 68 249 1 275,71 4 874 1 239,01
2026-01-30 13F Financial Life Advisors 17 650 5,86 1 261 2,86
2026-02-13 13F Tcfg Wealth Management, Llc 3 253 -13,11 233 -15,33
2026-01-26 13F Roman Butler Fullerton & Co 3 660 -0,68 266 2,70
2026-02-11 13F Arrowroot Family Office, LLC 11 541 0,37 824 -2,37
2025-11-10 13F Private Advisory Group LLC 0 -100,00 0
2026-02-03 13F Legacy Wealth Managment, LLC/ID 102 0,00 7 0,00
2025-11-14 13F Fort Point Capital Partners LLC 0 -100,00 0
2026-02-11 13F Symphony Financial, Ltd. Co. 12 565 3,94 904 2,26
2026-04-20 13F First PREMIER Bank 91 138 -4,36 7 0,00
2026-04-09 13F TruWealth Advisors, LLC 43 337 5,78 3 170 8,30
2026-04-21 13F Meridian Financial, LLC 14 776 -1,57 1 081 0,75
2026-02-02 13F Mutual Advisors, LLC 5 256 0,13 375 -1,32
2026-04-16 13F Diversified Trust Co 3 173 0,00 232 2,65
2026-02-17 13F National Asset Management, Inc. 10 334 -0,91 738 -3,66
2026-04-20 13F Fiduciary Alliance LLC 4 275 -7,15 316 -3,66
2026-01-29 13F Sanctuary Advisors, LLC 53 226 -1,13 3 801 -3,89
2026-02-05 13F Moneywise, Inc. 11 190 -10,93 799 -13,43
2026-04-07 13F Signaturefd, Llc 665 0,15 49 2,13
2026-01-21 13F Signature Resources Capital Management, LLC 60 0,00 4 0,00
2026-02-09 13F Kingsview Wealth Management, LLC 12 616 0,05 901 -2,70
2026-04-13 13F Ullmann Financial Group, Inc. 2 874 210
2025-11-12 13F Legacy Capital Group California, Inc. 0 -100,00 0
2025-11-14 13F Cubist Systematic Strategies, LLC 22 951 1 686
2026-04-23 13F Spinnaker Trust 3 050 0,00 223 2,76
2026-01-21 13F Newbridge Financial Services Group, Inc. 336 0,60 24 -4,17
2026-04-15 13F Trust Point Inc. 6 373 0,00 466 2,42
2026-02-11 13F SOUTH STATE Corp 15 410 0,00 1 101 -2,83
2026-02-17 13F Quantinno Capital Management LP 11 054 105,69 790 100,25
2026-01-21 13F Woodmont Investment Counsel Llc 22 686 -7,81 1 620 -10,40
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-01-21 13F Landaas & Co /wi /adv 12 828 0,22 916 -2,66
2026-02-24 13F Astoria Portfolio Advisors LLC. 4 474 -0,80 340 3,66
2026-02-03 13F Kingstone Capital Partners Texas, LLC 17 709 0,54 1 265 -2,24
2025-11-04 13F Sollinda Capital Management LLC 0 -100,00 0
2026-02-10 13F Tidemark, LLC 900 -7,98 64 -9,86
2026-02-06 13F HighTower Advisors, LLC 135 737 -3,93 9 694 -6,62
2026-04-15 13F Wolff Financial Management Llc 11 773 0,42 861 2,87
2026-01-28 13F Salomon & Ludwin, LLC 1 279 0,00 91 -2,15
2026-04-10 13F Rede Wealth, LLC 7 612 -9,89 557 -7,79
2026-02-17 13F Stony Point Wealth Management Inc. 5 138 0,00 367 -2,92
2026-01-23 13F Genworth Financial Inc 473 856 0,53 33 843 -2,29
2026-02-13 13F MorganRosel Wealth Management, LLC 24 864 1,07 1 776 -1,77
2026-02-06 13F BOK Financial Private Wealth, Inc. 2 189 -49,74 156 -51,25
2026-02-09 13F Strategic Equity Management 0 -100,00 0
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2025-10-29 13F Tradewinds, LLC. 0 -100,00 0
2025-11-05 13F Moloney Securities Asset Management, LLC 7 875 -9,66 579 -8,83
2026-02-13 13F Gen-Wealth Partners Inc 4 876 0,00 348 -2,79
2026-01-30 13F Schaeffer Financial LLC 36 396 0,20 2 599 -2,62
2026-02-04 13F Securian Asset Management, Inc 690 000 0,00 49 280 -2,80
2026-02-09 13F Allied Investment Advisors, LLC 12 200 0,00 871 -2,79
2026-01-15 13F Bernard Wealth Management Corp. 210 0,00 15 -6,67
2026-01-16 13F Trust Co Of Vermont 7 630 0,00 545 -2,86
2026-01-23 13F Westside Investment Management, Inc. 279 0,00 20 -5,00
2026-02-17 13F Massar Capital Management, LP 29 853 2 132
2026-02-05 13F Pacific Sun Financial Corp 3 916 -11,52 280 -14,15
2026-02-12 13F Brown Brothers Harriman & Co 5 861 0,00 419 -2,79
2026-01-28 13F Bedel Financial Consulting, Inc. 10 688 0,03 763 -2,80
2026-02-12 13F Steward Partners Investment Advisory, Llc 58 997 0,64 4 214 -2,18
2026-02-02 13F Cornerstone Planning Group LLC 94 -75,13 7 -76,92
2026-04-15 13F Fluent Financial, LLC 0 -100,00 0
2026-02-13 13F Venture Visionary Partners LLC 7 052 0,03 504 -2,90
2026-01-22 13F Westbourne Investments, Inc. 9 902 -5,35 707 -4,20
2026-02-10 13F Essex Financial Services, Inc. 79 246 -0,50 5 660 -3,30
2026-02-17 13F Private Advisor Group, LLC 362 802 -28,33 25 911 -30,34
2026-04-22 13F Goodman Advisory Group, LLC 126 -50,00 9 -47,06
2026-02-17 13F Blair William & Co/il 24 830 25,55 1 773 22,02
2026-04-10 13F Sar Wealth Management Group, Llc 39 669 -0,55 2 901 1,86
2026-04-09 13F DHJJ Financial Advisors, Ltd. 9 335 -3,67 683 -1,45
2026-01-20 13F Aspiriant, Llc 7 014 0,00 501 -2,91
2026-01-21 13F Flagship Harbor Advisors, Llc 49 901 -58,40 3 564 -59,58
2026-02-12 13F Colonial Trust Advisors 121 0,00 9 0,00
2025-11-18 13F Dorsey Wright & Associates 0 -100,00 0
2025-11-14 13F Balyasny Asset Management Llc 0 -100,00 0
2026-02-13 13F 10Elms LLP 209 0,00 15 -6,67
2026-02-13 13F Morgan Stanley 4 550 646 -6,95 325 007 -9,56
2026-03-27 13F Prosperity Wealth Management, Inc. 7 845 -0,27 560 -3,11
2025-11-10 13F Convergence Financial, LLC 0 -100,00 0
2026-01-26 13F Northwest Capital Management Inc 3 422 -79,98 244 -80,57
2026-02-12 13F Federation des caisses Desjardins du Quebec 4 922 -2,96 352 -5,65
2026-04-16 13F Smith, Salley & Associates 3 604 -65,36 264 -64,60
2026-02-13 13F Visionary Wealth Advisors 5 872 -17,57 419 -19,89
2026-02-04 13F Biltmore Family Office, LLC 6 025 0,00 430 -2,71
2026-02-17 13F Hansen & Associates Financial Group, Inc. 31 865 12,33 2 394 -88,31
2026-04-07 13F Park Avenue Securities Llc 90 751 12,46 7 20,00
2026-01-12 13F CVA Family Office, LLC 2 139 0,56 153 -2,56
2026-04-13 13F Cyndeo Wealth Partners, LLC 3 449 0,32 252 2,86
2026-02-02 13F Fogel Capital Management, Inc. 3 650 0,00 261 -2,99
2026-02-17 13F Graham Capital Management, L.P. 15 000 1 071
2026-04-21 13F Wedbush Securities Inc 7 404 1,08 1
2026-02-13 13F Change Path, LLC 50 851 72,71 3 632 67,87
2026-02-09 13F HBK Sorce Advisory LLC 3 066 -2,57 230 0,00
2026-02-04 13F Tls Advisors Llc 114 867 3 843,25 3
2026-04-15 13F Gradient Capital Advisors, LLC 5 947 -1,73 435 0,46
2026-02-11 13F AG Asset Advisory, LLC 14 037 1 003
2026-02-17 13F Royal Bank Of Canada 1 585 210 6,70 113 216 3,71
2026-04-17 13F Roxbury Financial LLC 642 0,31 47 2,22
2026-04-15 13F Johnson & White Wealth Management, LLC 48 734 0,44 3 564 2,86
2026-04-14 13F Grant Private Wealth Management Inc 3 525 1,03 258 3,21
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0
2026-04-21 13F Sequent Planning LLC 3 771 -14,08 276 -12,14
2026-02-13 13F Truvestments Capital Llc 410 29
2026-04-21 13F Pinnacle Associates Ltd 4 855 0,94 355 3,50
2026-04-21 13F Nemes Rush Group LLC 49 0,00 4 0,00
2026-02-05 13F IMG Wealth Management, Inc. 723 0,00 52 -3,77
2026-01-16 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 18 328 -4,31 1 309 -7,04
2026-04-22 13F Midwest Financial Group LLC 18 380 0,74 1 344 3,15
2026-01-14 13F Yarbrough Capital, LLC 0 -100,00 0
2026-02-12 13F First Financial Bankshares Inc 2 982 0,00 213 -3,20
2026-02-12 13F Richmond Investment Services, LLC 3 362 0,39 240 -2,44
2026-01-15 13F Jaffetilchin Investment Partners, LLC 27 023 -1,75 1 930 -4,55
2026-01-30 13F Wealthfront Advisers Llc 4 526 -4,21 323 -6,92
2026-04-16 13F Clark Asset Management, LLC 11 299 0,88 826 3,38
2026-02-13 13F Lavaca Capital Llc 808 0,00 58 -3,39
2025-11-06 13F Atria Investments Llc 0 -100,00 0
2026-04-07 13F City Center Advisors, LLC 12 539 -2,15 917 0,22
2026-04-15 13F ARS Wealth Advisors Group, LLC 3 875 283
2026-02-10 13F Bank of New York Mellon Corp 861 947 4,88 61 560 1,94
2026-04-16 13F Hicks Capital Management Llc 10 433 -2,76 763 -0,39
2026-02-03 13F Costello Asset Management, INC 737 -1,21 53 -3,70
2026-02-17 13F SageView Advisory Group, LLC 15 735 -12,29 1 124 -14,80
2026-02-02 13F Benjamin Edwards Inc 0 -100,00 0
2026-02-10 13F Transatlantique Private Wealth Llc 37 098 33,23 2 650 29,47
2026-02-10 13F KERR FINANCIAL PLANNING Corp 6 100,00 0
2026-02-03 13F Lmcg Investments, Llc 32 734 -8,84 2 338 -11,41
2026-01-07 13F Bay Rivers Group 0 -100,00 0
2026-04-13 13F Gill Capital Partners, Llc 222 16
2026-02-12 13F Brinker Capital Investments, LLC 5 841 4,83 417 1,96
2026-02-17 13F Amundi 18 402 -27,27 1 314 -28,70
2026-02-09 13F Terril Brothers, Inc. 22 084 1,24 1 577 -1,56
2026-02-04 13F Strategic Family Wealth Counselors, L.L.C. 85 971 -2,59 6 242 -3,76
2026-02-17 13F Edmond De Rothschild Holding S.a. 520 0,00 37 -2,63
2026-01-26 13F Private Trust Co Na 6 866 2,36 490 -0,41
2026-02-11 13F United Financial Planning Group LLC 200 14
2026-02-12 13F Banco BTG Pactual S.A. 83 513 -57,00 5 964 -58,21
2026-04-17 13F Vermillion Wealth Management, Inc. 59 0,00 4 0,00
2026-02-10 13F Hazlett, Burt & Watson, Inc. 5 521 0,18 0
2026-01-29 13F Verdence Capital Advisors LLC 29 817 0,18 2 130 -1,48
2026-01-26 13F Asset Dedication, LLC 11 169 0,00 798 -2,80
2026-04-14 13F BSW Wealth Partners 4 357 0,16 319 2,58
2026-02-04 13F Independent Advisor Alliance 2 853 -0,73 204 -3,79
2026-04-01 13F Vigilare Wealth Management 35 172 560,38 2 572 576,84
2026-04-13 13F Arkansas Financial Group, Inc. 4 668 0,00 348 4,50
2026-04-20 13F Apella Capital, LLC 4 837 361
2026-01-29 13F Ashton Thomas Private Wealth, LLC 18 627 5,20 1 330 2,23
2026-02-17 13F North Capital, Inc. 0 -100,00 0
2026-02-13 13F Cozad Asset Management Inc 65 882 2,57 4 705 -0,30
2026-04-21 13F FLP Wealth Management, LLC 3 584 164,11 802 95,37
2026-01-30 13F Bogart Wealth, LLC 60 -21,05 4 -20,00
2026-04-09 13F Curated Wealth Partners LLC 5 235 0,00 383 2,41
2026-02-17 13F Millennium Management Llc 7 694 -76,33 550 -77,01
2026-04-08 13F Whitcomb & Hess, Inc. 0 -100,00 0
2026-02-04 13F Bailard, Inc. 3 690 -0,03 264 -2,95
2026-02-18 13F GWM Advisors LLC 138 854 10,00 9 917 6,91
2026-02-04 13F HORAN Wealth, LLC 4 383 0,48 313 -2,19
2026-02-03 13F Garner Asset Management Corp 100 7
2025-11-12 13F Transce3nd, LLC 0 -100,00 0 -100,00
2026-04-22 13F Paul Damon & Associates, Inc. 6 547 0,00 479 2,36
2026-02-12 13F Jane Street Group, Llc 134 915 9 636
2026-02-11 13F Buckingham Strategic Partners 0 -100,00 0
2026-02-12 13F Jane Street Group, Llc Call 3 600 -45,45 257 -46,90
2026-02-18 13F Troutman Wealth Management, LLC 19 813 1 415
2026-02-13 13F Safeguard Investment Advisory Group, LLC 2 839 -0,18 203 -2,88
2026-01-20 13F Corundum Trust Company, INC 0 -100,00 0
2026-04-22 13F Princeton Global Asset Management LLC 0 -100,00 0
2026-02-09 13F Hartland & Co., LLC 18 0,00 1 0,00
2026-02-12 13F Northwest & Ethical Investments L.P. 7 511 -56,33 540 -56,97
2026-04-17 13F RFG Advisory, LLC 8 273 2,55 605 5,03
2026-02-10 13F Waterloo Capital, L.P. 14 105 2,13 1 007 -0,69
2026-02-10 13F Savant Capital, LLC 0 -100,00 0
2026-04-21 13F Creekside Partners 6 642 0,00 486 2,32
2026-04-22 13F MFA Wealth Services 2 738 200
2026-04-13 13F IFP Advisors, Inc 6 967 0,88 510 3,25
2026-01-20 13F Meridian Investment Counsel Inc. 4 948 0,00 353 -2,75
2026-02-12 13F Mark Sheptoff Financial Planning, Llc 850 0,00 61 -3,23
2026-02-10 13F Thoroughbred Financial Services, Llc 24 278 -6,77 2 0,00
2026-02-17 13F Pinnacle Financial Partners, Inc. 11 135 796
2026-02-13 13F First Trust Advisors Lp 5 499 3,74 393 0,77
2026-02-17 13F Regal Investment Advisors LLC 8 182 29,32 584 25,86
2026-04-07 13F CoreCap Advisors, LLC 1 354 -4,51 99 -1,98
2025-11-17 13F Avondale Wealth Management 0 -100,00 0
2026-02-17 13F Qube Research & Technologies Ltd 476 387 92,02 34 024 86,64
2025-12-16 13F Garde Capital, Inc. 0 -100,00 0
2026-01-07 13F Sagespring Wealth Partners, Llc 0 -100,00 0
2026-04-20 13F Tranquility Partners, LLC 12 136 -0,75 877 0,34
2026-02-13 13F Integrated Wealth Concepts LLC 9 425 -49,20 673 -50,62
2026-01-23 13F Lunt Capital Management, Inc. 32 682 2 334
2026-02-05 13F Allworth Financial LP 85 513 0,95 6 107 -1,88
2026-01-26 13F Northwest Financial Advisors 0 -100,00 0
2026-02-18 13F Beacon Pointe Advisors, LLC 20 862 1,73 1 490 -1,13
2026-04-17 13F Visionary Horizons, LLC 0 -100,00 0
2026-04-23 13F Orca Investment Management, LLC 12 918 0,00 945 2,39
2026-01-23 13F Tyche Wealth Partners LLC 3 720 0,00 266 -2,93
2026-02-05 13F Plante Moran Financial Advisors, LLC 886 -48,49 63 -50,00
2026-02-20 13F Sunbelt Securities, Inc. 725 -24,08 52 -27,14
2026-01-29 13F Simon Quick Advisors, Llc 0 -100,00 0
2026-04-21 13F Verity Asset Management, Inc. 23 958 162,01 1 752 168,30
2026-02-13 13F Broyhill Asset Management 4 500 0,00 321 -2,73
2026-02-04 13F Wsfs Capital Management, Llc 5 574 0,09 398 -2,69
2026-02-02 13F Blake Schutter Theil Wealth Advisors, LLC 11 958 0,00 854 -2,73
2025-11-13 13F Glenmede Investment Management, LP 72 480 0,00 5 326 0,91
2026-01-26 13F Seamount Financial Group Inc 20 665 -5,52 1 476 -8,21
2026-02-10 13F Investment Partners, Ltd. 5 025 0,36 359 -2,45
2026-02-17 13F Summit Trail Advisors, Llc 12 102 0,00 864 -2,81
2026-02-13 13F Liberty One Investment Management, Llc 0 -100,00 0
2026-01-29 13F Concord Wealth Partners 123 0,00 9 -11,11
2026-02-13 13F Sei Investments Co 260 712 -3,42 18 620 -6,13
2026-02-11 13F First American Trust, Fsb 55 996 3 999
2026-04-13 13F Woodside Wealth Management LLC 3 718 -50,21 272 -49,16
2026-02-12 13F Wealthspire Advisors, LLC 10 423 -4,91 744 -7,58
2026-04-14 13F Focus Financial Network, Inc. 49 163 -12,46 3 596 -10,35
2026-01-16 13F Beaumont Financial Advisors, LLC 9 032 -5,16 645 -7,73
2026-02-11 13F Gateway Wealth Partners, LLC 6 776 484
2026-02-13 13F Golden State Wealth Management, LLC 16 412 -7,14 1 172 -9,71
2026-01-23 13F Ogorek Anthony Joseph /ny/ /adv 330 0,61 0
2026-04-09 13F CRA Financial Services, LLC 4 305 0,00 315 2,28
2026-02-13 13F Graney & King, LLC 290 0,00 21 -4,76
2026-02-12 13F Scotia Capital Inc. 33 738 -30,49 2 410 -32,45
2026-04-16 13F Sheets Smith Wealth Management 23 955 -10,06 1 752 -7,89
2026-04-17 13F CENTRAL TRUST Co 6 775 0,00 496 2,48
2026-04-21 13F Berkshire Money Management, Inc. 0 -100,00 0
2026-02-17 13F Point72 Asset Management, L.P. 4 321 309
2025-11-14 13F Wellington Management Group Llp 0 -100,00 0
2026-02-17 13F Jones Financial Companies Lllp 289 051 0,86 20 644 -1,04
2026-04-16 13F Capstone Wealth Management Group LLC 17 258 0,42 1 262 2,85
2026-02-11 13F Atlantic Private Wealth, LLC 3 542 0,00 253 -3,08
2026-01-29 13F Virtus Wealth Solutions LLC 14 305 0,56 1 022 -2,30
2026-02-12 13F Providence Capital Advisors, LLC 3 462 0,00 247 -2,76
2026-01-27 13F Compass Financial Group, INC/SD 4 342 0,53 310 -2,21
2026-02-17 13F Hyundai Investments Co., Ltd. 5 621 404
2026-04-08 13F Selby Wealth Management, LLC 31 163 -5,94 2 279 -3,68
2026-04-13 13F St Germain D J Co Inc 0 0
2026-01-14 13F ORG Partners LLC 3 975 -12,54 284 -15,27
2026-01-09 13F Appleton Partners Inc/ma 2 863 0,00 0
2026-02-13 13F Barclays Plc 6 560 -14,02 469 -16,43
2026-02-17 13F Scarborough Advisors, LLC 218 0,46 16 0,00
2025-11-13 13F VGI Partners Ltd 0 -100,00 0
2026-02-17 13F United Capital Financial Advisers, Llc 34 527 14,18 2 466 10,99
2026-04-20 13F Corundum Group, Inc. 46 346 19,43 3 390 22,30
2026-02-13 13F Avant Capital LLC 32 431 -2,33 2 316 -5,04
2026-04-10 13F Intellectus Partners, LLC 4 055 0,12 297 2,42
2026-04-17 13F Bell Investment Advisors, Inc 157 085 -3,61 11 489 -1,29
2026-02-10 13F Allred Capital Management, LLC 10 283 0,03 735 -2,52
2026-02-11 13F Hughes Financial Services, LLC 1 624 0,00 116 -0,86
2026-01-21 13F Leo Wealth, LLC 0 -100,00 0
2026-04-14 13F Patriot Investment Management Inc. 12 766 0,00 934 2,41
2026-02-03 13F International Assets Investment Management, Llc 8 582 -15,45 613 -17,74
2026-02-12 13F Founders Financial Alliance, LLC 0 -100,00 0
2026-04-09 13F TrueWealth Advisors, LLC 4 731 0,00 346 2,67
2026-02-04 13F Atlantic Union Bankshares Corp 119 8
2026-02-12 13F Burk Holdings LLC 0 -100,00 0
2026-04-21 13F SWS Partners 2 743 201
2026-02-13 13F Evernest Financial Advisors, LLC 3 515 0,75 262 1,95
2026-04-13 13F Amplius Wealth Advisors, LLC 10 175 0,00 744 2,48
2026-02-12 13F Sumitomo Mitsui Financial Group, Inc. 0 -100,00 0
2026-02-06 13F EverSource Wealth Advisors, LLC 1 856 -4,38 133 -7,04
2026-02-13 13F Aptus Capital Advisors, LLC 19 339 -4,27 1 381 -6,94
2026-04-15 13F Seacrest Wealth Management, Llc 3 822 -12,58 280 -10,00
2026-02-13 13F Edgestream Partners, L.P. 12 476 891
2026-02-13 13F Healthcare Of Ontario Pension Plan Trust Fund 0 -100,00 0
2026-02-10 13F Redwood Financial Network Corp 6 997 -1,74 500 -4,59
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