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%.
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.
Aktualizacja
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Load All| 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 |
Other Listings
| US:SPLV | 73,15 USD |
