IWB / iShares Trust - iShares Russell 1000 ETF – Własność instytucjonalna – Sprzedawcy

iShares Trust - iShares Russell 1000 ETF
US ˙ ARCA ˙ US4642876225

Własność instytucjonalna i funduszowa – Sprzedający

Na tej stronie znajdują się instytucje, fundusze i głównych akcjonariuszy, którzy zmniejszyli swoje udziały lub zamknęli swoje pozycje w ostatnim okresie sprawozdawczym. Czerwone rzędy wskazują pozycje zamknięte. Kliknij 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
(%)
2026-05-15 13F Warren Averett Asset Management, LLC 319 023 -2,31 113 751 -6,73
2026-01-16 13F Life Planning Partners, Inc 0 -100,00 0
2026-04-16 13F Warren Street Wealth Advisors, LLC 2 599 -1,63 927 -6,09
2026-05-14 13F Renaissance Technologies Llc 0 -100,00 0
2026-05-01 13F Abound Financial, Llc 0 -100,00 0
2026-04-14 13F Portfolio Resources Advisor Group, Inc. 13 071 -0,12 4 661 -4,64
2026-05-15 13F First Manhattan Co 1 209 -3,20 431 -7,51
2026-02-10 13F Blue Barn Wealth, LLC 0 -100,00 0
2026-05-11 13F Lcnb Corp 2 365 -7,80 843 -11,91
2026-04-30 13F Carmel Capital Partners, LLC 596 -16,88 213 -20,60
2026-05-11 13F Jordan Park Group LLC 123 264 -4,02 43 951 -8,36
2026-01-12 13F AllSquare Wealth Management LLC 58 -12,12 21 -4,55
2026-05-15 13F MAI Capital Management 76 819 -0,84 27 391 -5,32
2026-04-22 13F Detalus Advisors, LLC 5 038 -1,45 1 796 -5,92
2026-04-29 13F Unified Investment Management 873 -15,49 311 -19,22
2026-05-12 13F Rhumbline Advisers 78 550 -5,49 28 008 -9,77
2026-05-13 13F/A Quadrant Capital Group Llc 59 035 -0,06 21 049 -4,58
2026-04-09 13F Stewardship Concepts Financial Services Llc 4 499 -5,92 1 604 -10,35
2026-05-14 13F Betterment LLC 3 572 -9,75 1 0,00
2026-04-22 13F Fort Washington Investment Advisors Inc /oh/ 8 615 -4,50 3 072 -8,82
2026-05-15 13F Morgan Stanley 2 029 785 -2,88 723 741 -7,27
2026-04-22 13F Legacy Wealth Management, Inc 708 202 -0,32 252 517 -4,83
2026-04-24 13F SOL Capital Management CO 0 -100,00 0
2026-05-11 13F Fortis Capital Management LLC 679 -0,29 242 -4,72
2026-04-22 13F WestEnd Advisors, LLC 1 055 -9,67 376 -13,76
2026-04-28 13F Flagship Harbor Advisors, Llc 2 666 -10,27 951 -14,34
2026-05-13 13F/A Jpmorgan Chase & Co 1 266 451 -5,69 439 041 -12,45
2026-05-01 13F Emerald Investment Partners, Llc 373 -88,17 133 -88,79
2026-04-21 13F One Wealth Advisors, LLC 6 047 -15,46 2 156 -19,28
2026-04-03 13F Coastline Trust Co 4 126 -1,20 1 471 -5,64
2026-05-06 13F Fiduciary Wealth Partners, LLC 0 -100,00 0
2026-05-15 13F Headinvest, Llc 2 050 -3,76 731 -8,18
2026-04-22 13F Genesee Capital Advisors, LLC 6 394 -5,71 2 280 -9,99
2026-05-14 13F St. Louis Trust Co 95 825 -0,67 34 167 -5,16
2026-05-15 13F Citadel Advisors Llc 0 -100,00 0 -100,00
2026-04-08 13F Dynamic Advisor Solutions LLC 2 172 -22,87 774 -26,36
2026-05-13 13F Prudential Financial Inc 0 -100,00 0
2026-05-08 13F Prime Capital Investment Advisors, LLC 7 010 -7,42 2 500 -11,60
2026-05-15 13F Tradition Wealth Management, LLC 2 526 -1,60 901 -6,05
2026-05-01 13F Welch & Forbes Llc 9 037 -0,09 3 222 -4,59
2026-05-11 13F Estate Planners Group, LLC 0 -100,00 0
2026-04-23 13F Intrua Financial, LLC 11 901 -1,95 4 243 -6,38
2026-04-14 13F Zrc Wealth Management, Llc 41 -12,77 15 -17,65
2026-04-22 13F HFG Wealth Management, LLC 0 -100,00 0
2026-05-15 13F United Capital Financial Advisers, Llc 21 093 -4,02 7 525 -8,30
2026-04-23 13F SMART Wealth LLC 0 -100,00 0
2026-05-14 13F Evergreen Capital Management Llc 0 -100,00 0
2026-05-15 13F KM Capital Management Ltd. 0 -100,00 0
2026-01-30 13F Canandaigua National Bank & Trust Co 1 525 -1,93 569 0,18
2026-04-13 13F Robinhood Asset Management, LLC 0 -100,00 0
2026-04-29 13F Cary Street Partners Financial Llc 1 408 -20,18 502 -23,71
2026-05-08 13F State Board Of Administration Of Florida Retirement System 119 455 -11,16 42 593 -15,17
2026-02-13 13F Luminist Capital LLC 0 -100,00 0 -100,00
2026-02-02 13F Heritage Financial Services, LLC 1 974 -8,01 737 -5,99
2026-05-01 13F Carnegie Capital Asset Management, LLC 2 322 -21,37 828 -24,95
2026-05-13 13F Acadian Asset Management Llc 2 644 -41,07 1 -100,00
2026-04-15 13F Trust Point Inc. 55 275 -2,45 19 709 -6,86
2026-05-07 13F Meeder Advisory Services, Inc. 1 148 -4,65 409 -8,91
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 333 625 -34,40 117 952 -38,89
2026-05-01 13F Castle Wealth Management Llc 7 192 -0,42 2 564 -4,90
2026-04-17 13F Certified Advisory Corp 4 283 -2,37 1 527 -6,78
2026-02-12 13F FineMark National Bank & Trust 68 977 -2,93 25 759 -0,81
2026-05-14 13F Coastal Bridge Advisors, LLC 1 334 -50,99 476 -53,25
2026-05-05 13F D.a. Davidson & Co. 6 291 -45,18 2 243 -47,65
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-04-21 13F Ackerman Asset Management, LLC 21 465 -2,25 7 654 -6,66
2026-05-06 13F Centennial Bank/AR/ 28 514 -8,29 10 167 -12,44
2026-04-27 13F Qrg Capital Management, Inc. 21 668 -48,77 7 726 -51,08
2026-05-07 13F Koss-Olinger Consulting, LLC 38 634 -25,25 13 775 -28,63
2026-01-30 13F Kiker Wealth Management, LLC 0 -100,00 0
2026-05-14 13F Foster Dykema Cabot & Partners, Llc 64 -51,15 23 -54,17
2026-04-06 13F WASHINGTON TRUST Co 189 374 -2,29 67 523 -6,70
2026-04-30 13F Beirne Wealth Consulting Services, LLC 1 105 -16,98 394 -20,72
2026-05-07 13F Lowe Brockenbrough & Co Inc 3 235 -0,92 1 153 -5,41
2026-05-08 13F Summit Wealth & Retirement Planning, Inc. 1 000 -37,46 357 -40,37
2026-04-21 13F Grimes & Company, Inc. 748 -0,40 267 -5,00
2026-05-04 13F Wealthgarden F.s. Llc 895 -0,33 319 -6,45
2026-04-28 13F Westbourne Investment Advisors, Inc. 2 240 -5,88 799 -10,14
2026-05-04 13F H&H Retirement Design & Management INC 9 548 -4,00 3 761 -0,66
2026-04-09 13F McNamara Financial Services, Inc. 6 750 -0,63 2 407 -5,13
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 50 463 -1,45 17 993 -5,90
2026-02-02 13F Stuart Chaussee & Associates, Inc. 0 -100,00 0
2026-04-20 13F Gilbert Capital Group, Inc. 1 753 -0,11 625 -4,58
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-05-15 13F Royal Bank Of Canada 377 116 -29,55 134 464 -32,73
2026-05-12 13F Bnp Paribas Arbitrage, Sa 180 267 -2,56 64 276 -6,96
2026-05-05 13F Putnam Fl Investment Management Co 5 162 -2,05 1 841 -6,50
2026-04-29 13F Sigma Investment Counselors Inc 105 534 -2,78 37 629 -7,17
2026-04-21 13F Foster & Motley Inc 1 037 -0,10 0
2026-05-14 13F Dorsey & Whitney Trust CO LLC 5 843 -19,64 2 083 -23,28
2026-04-30 13F Sequoia Financial Advisors, LLC 74 728 -5,79 26 645 -10,05
2026-04-08 13F RVW Wealth, LLC 0 -100,00 0
2026-04-30 13F Stegner Investment Associates Inc. 20 534 -0,99 7 321 -5,46
2026-04-30 13F Opus Capital Group, LLC 78 036 -0,81 28 -6,90
2026-05-04 13F MEMBERS Trust Co 1 675 -12,07 597 -16,03
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 18 987 -96,00 6 770 -96,18
2026-05-22 13F Wellington Grp LLC 124 -53,90 44 -56,00
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 13 006 -0,63 4 637 -5,12
2026-05-11 13F SCS Capital Management LLC 48 996 -0,28 17 470 -4,79
2026-04-20 13F SILVER OAK SECURITIES, Inc 0 -100,00 0
2026-05-13 13F BlackRock, Inc. 1 638 420 -26,10 584 195 -29,44
2026-05-04 13F Bleakley Financial Group, LLC 21 231 -0,43 7 570 -4,92
2026-01-15 13F My Personal CFO, LLC 0 -100,00 0
2026-05-04 13F Sentinel Wealth Management, Inc. 51 754 -0,30 18 453 -4,80
2026-02-12 13F Litman Gregory Asset Management LLC 18 802 -19,10 7 021 -17,34
2026-04-16 13F Kavar Capital Partners Group, Llc 2 157 -0,46 769 -4,94
2026-04-27 13F CWS Financial Advisors, LLC 0 -100,00 0
2026-02-12 13F Pitcairn Co 0 -100,00 0
2026-04-30 13F Petix & Botte Co 329 -50,00 235 -4,49
2026-05-13 13F Parkside Financial Bank & Trust 27 196 -0,23 9 697 -4,74
2026-01-14 13F Pallas Capital Advisors LLC 0 -100,00 0
2026-04-23 13F Ami Asset Management Corp 708 -59,77 252 -61,64
2026-04-28 13F Integrated Advisors Network LLC 10 720 -47,58 3 822 -49,95
2026-04-27 13F Osborne Partners Capital Management, Llc 1 524 -13,11 543 -17,10
2026-04-30 13F First Horizon Corp 4 017 -30,66 1 432 -33,80
2026-04-28 13F Ntv Asset Management Llc 1 811 -5,23 646 -9,54
2026-04-14 13F Precedent Wealth Partners, Llc 9 633 -3,34 3 435 -7,71
2026-02-11 13F Howard Bailey Securities, Llc 0 -100,00 0
2026-05-04 13F Optima Capital Llc 0 -100,00 0
2026-04-28 13F Whittier Trust Co 82 482 -3,26 29 814 -7,85
2026-05-08 13F Crestmont Private Wealth LLC 4 742 -63,72 1 691 -65,37
2026-05-15 13F Capstone Financial Advisors, Inc. 646 320 -0,42 230 452 -4,92
2026-04-16 13F Montecito Bank & Trust 3 404 -6,07 1 214 -10,35
2026-04-28 13F Brighton Jones Llc 161 066 -3,01 57 430 -7,40
2026-04-30 13F Csenge Advisory Group 17 266 -0,24 6 156 -4,75
2026-02-12 13F Logan Capital Management Inc 0 -100,00 0 -100,00
2026-05-13 13F First Trust Advisors Lp 0 -100,00 0
2026-05-15 13F Jones Financial Companies Lllp 10 453 379 -9,71 3 637 283 -15,88
2026-05-14 13F Hilltop Holdings Inc. 5 992 -31,91 2 137 -35,00
2026-05-08 13F Maple Capital Management, Inc. 1 187 -5,94 423 -10,19
2026-05-12 13F IFG Advisory, LLC 0 -100,00 0
2026-05-15 13F Humankind Investments LLC 0 -100,00 0
2026-05-14 13F Campion Asset Management LLC 23 397 -1,52 8 342 -5,96
2026-05-01 13F Sage Private Wealth Group, Llc 1 925 -11,41 686 -15,41
2026-05-05 13F SOUTH STATE Corp 3 989 -8,57 1 422 -12,71
2026-04-06 13F Stableford Capital Ii Llc 1 128 -8,96 402 -12,99
2026-05-13 13F Capital Group Private Client Services, Inc. 11 235 -1,52 4 006 -5,96
2026-05-12 13F Omega Financial Group, LLC 22 793 -6,56 8 127 -10,78
2026-05-14 13F Baird Financial Group, Inc. 229 201 -1,30 81 724 -5,77
2026-03-27 13F Prosperity Wealth Management, Inc. 1 252 -4,06 468 -2,10
2026-04-21 13F SmartHarvest Portfolios, LLC 823 -6,37 293 -10,67
2026-05-01 13F Hantz Financial Services, Inc. 440 -43,44 0
2026-05-13 13F Drake & Associates, LLC 1 037 -3,89 370 -8,21
2026-04-16 13F Sentinel Pension Advisors Inc 0 -100,00 0
2026-02-03 13F Alpha Cubed Investments, LLC 6 324 -3,24 2 362 -1,13
2026-04-10 13F RTD Financial Advisors, Inc. 94 537 -1,33 33 708 -5,79
2026-04-30 13F Waterfront Wealth Inc. 3 066 -0,94 1 093 -6,98
2026-05-02 13F Auxano Advisors, LLC 49 756 -4,61 17 741 -8,92
2026-01-20 13F Austin Private Wealth, LLC 51 368 -5,31 19 183 -3,25
2026-04-20 13F Cherrydale Wealth Management, Llc 10 832 -4,41 3 862 -8,72
2026-04-15 13F Exchange Traded Concepts, Llc 0 -100,00 0
2026-05-07 13F Advisor Resource Council 4 539 -58,48 1 618 -60,80
2026-04-24 13F Key FInancial Inc 3 655 -0,41 1 303 -4,89
2026-04-17 13F Boston Private Wealth Llc 8 695 -1,64 3 100 -6,09
2026-05-15 13F/A EverSource Wealth Advisors, LLC 9 160 -12,78 3 266 -16,70
2026-05-04 13F Mml Investors Services, Llc 169 884 -2,85 60 574 -7,24
2026-05-06 13F Topel & Distasi Wealth Management, LLC 7 953 -48,21 2 836 -50,56
2026-05-12 13F First Western Trust Bank 6 719 -27,98 2 396 -31,24
2026-04-16 13F Roble, Belko & Company, Inc 16 925 -1,50 6 0,00
2026-04-30 13F Beacon Financial Group 7 795 -1,79 2 779 -6,24
2026-05-22 13F WNY Asset Management, LLC 1 755 -0,28 626 -2,80
2026-04-10 13F Northside Capital Management, LLC 1 465 -29,16 522 -32,38
2026-04-08 13F Cambridge Financial Group, LLC 10 343 -12,06 3 688 -11,39
2026-05-13 13F Lowery Thomas, Llc 14 805 -0,79 5 279 -5,28
2026-04-27 13F Meramec Financial Planners, LLC 5 594 -15,11 2 173 -12,87
2026-04-30 13F Accredited Investors Inc. 7 838 -25,43 2 795 -28,82
2026-05-12 13F Ameritas Advisory Services, LLC 798 -1,48 284 -5,96
2026-05-13 13F Aureus Asset Management, LLC 944 -12,43 337 -16,42
2026-04-01 13F Adelphi Trust Co 1 364 -2,01 486 -6,36
2026-04-17 13F Summit Wealth Partners, LLC 24 920 -1,64 8 885 -6,09
2026-04-16 13F Triad Wealth Partners, LLC 1 036 -17,25 369 -20,99
2026-04-21 13F Encompass Wealth Advisors, Llc 1 020 -2,39 364 -6,92
2026-05-14 13F Manhattan West Asset Management, LLC 2 169 -0,14 773 -4,69
2026-04-14 13F Bay Harbor Wealth Management, LLC 212 -7,02 76 -11,76
2026-04-13 13F True Wealth Design, LLC 0 -100,00 0
2026-04-16 13F BridgePort Financial Solutions, LLC 0 -100,00 0
2026-05-06 13F Assetmark, Inc 5 298 -11,99 1 889 -15,97
2026-04-21 13F Nemes Rush Group LLC 5 381 -1,77 1 919 -6,21
2026-05-11 13F First Financial Bankshares Inc 15 444 -0,22 5 507 -4,74
2026-04-17 13F Ambassador Advisors, LLC 780 -2,62 278 -7,02
2026-05-05 13F West Michigan Advisors, Llc 1 117 -34,83 398 -37,81
2026-05-13 13F Boston Family Office Llc 564 -22,21 0
2026-04-20 13F BTC Capital Management, Inc. 71 246 -3,50 25 391 -7,91
2026-04-15 13F Cranbrook Wealth Management, LLC 9 588 -0,83 3 419 -5,32
2026-04-17 13F/A Founders Financial Securities Llc 0 -100,00 0
2026-05-15 13F Mercer Global Advisors Inc /adv 784 742 -0,98 279 808 -5,46
2026-05-15 13F Van Den Berg Management I, Inc 161 -90,07 57 -90,58
2026-04-15 13F Verum Partners LLC 2 169 -4,58 773 -8,84
2026-04-10 13F Waldron Private Wealth LLC 13 839 -2,50 4 934 -6,91
2026-05-06 13F Gray Private Wealth, LLC 85 266 -0,10 30 402 -4,61
2026-05-12 13F GQG Partners LLC 1 110 -93,77 396 -94,07
2026-05-15 13F London & Capital Asset Management Ltd 1 189 -0,83 424 -5,15
2026-05-05 13F Napier Financial, LLC 152 330 -0,14 54 315 -4,65
2026-05-08 13F Russell Investments Group, Ltd. 6 676 -25,41 2 381 -28,79
2026-04-24 13F National Asset Management, Inc. 17 142 -0,53 5 943 -7,66
2026-05-05 13F Freedom Day Solutions, LLC 601 -3,22 214 -7,79
2026-05-18 13F Edgestream Partners, L.P. 1 629 -50,99 581 -53,26
2026-04-22 13F Sentry LLC 1 382 -4,69 493 -9,06
2026-01-16 13F Oldfather Financial Services, LLC 2 959 -2,73 1 105 -0,54
2026-04-14 13F SigFig Wealth Management, LLC 16 146 -0,61 5 757 -6,24
2026-04-23 13F Harbor Investment Advisory, Llc 13 044 -0,74 4 651 -5,24
2026-05-15 13F Vestmark Advisory Solutions, Inc. 1 807 -38,14 645 -40,92
2026-01-30 13F Caldwell Securities, Inc 28 -74,31 10 -74,36
2026-04-15 13F Merit Financial Group, LLC 28 834 -6,47 10 281 -10,69
2026-02-03 13F McCarthy Asset Management, Inc. 3 930 -0,13 1 468 2,02
2026-02-17 13F Angeles Investment Advisors, LLC 0 -100,00 0
2026-05-05 13F M3 Wealth Management, LLC 0 -100,00 0 -100,00
2026-05-07 13F 360 Financial, Inc. 0 -100,00 0 -100,00
2026-05-20 13F SOA Wealth Advisors, LLC. 2 076 -1,70 740 -6,09
2026-05-13 13F BCJ Capital Management, LLC 635 -40,71 226 -43,36
2026-05-13 13F PKS Advisory Services, LLC 0 -100,00 0
2026-05-15 13F SIMA Wealth Partners, LLC 1 884 -1,41 672 -5,89
2026-05-14 13F Rockefeller Capital Management L.P. 138 445 -8,99 49 364 -13,11
2026-04-21 13F Forteris Wealth Management Inc. 8 226 -0,65 2 933 -5,14
2026-04-09 13F Wedmont Private Capital 4 036 -9,91 1 496 -11,69
2026-04-07 13F SMI Advisory Services, LLC 1 226 -21,36 443 -25,42
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-05-15 13F Susquehanna International Group, Llp Put 8 500 -37,04 3 031 -39,89
2026-05-15 13F Susquehanna International Group, Llp 6 031 -81,29 2 150 -82,14
2026-05-21 13F Argent Capital Management Llc 0 -100,00 0
2026-04-24 13F Root Financial Partners, LLC 551 -1,08 196 -5,77
2026-05-13 13F Parker Investment Management, LLC 87 063 -0,31 31 043 -4,81
2026-05-12 13F Colonial Trust Co / SC 246 -8,55 88 -13,00
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 168 512 -1,81 60 -6,25
2026-04-28 13F Busey Wealth Management 104 619 -0,09 37 303 -4,61
2026-05-06 13F SP Asset Management LLC 0 -100,00 0
2026-05-15 13F Pinney & Scofield, Inc. 225 -37,50 80 -40,30
2026-04-27 13F Pensionmark Financial Group, Llc 5 676 -0,42 2 024 -4,93
2026-05-14 13F Neuberger Berman Group LLC 73 877 -9,87 26 342 -13,95
2026-01-29 13F New Century Financial Group, LLC 0 -100,00 0
2026-04-10 13F Linden Thomas Advisory Services, LLC 0 -100,00 0
2026-05-15 13F Trexquant Investment LP 0 -100,00 0
2026-04-30 13F Independence Bank of Kentucky 468 -17,61 167 -21,70
2026-05-04 13F Glassman Wealth Services 42 852 -0,93 15 279 -5,40
2026-04-22 13F Semitam Bonam Llc 2 897 -2,85 1 033 -7,28
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 917 -2,86 327 -7,39
2026-05-08 13F Matisse Capital 0 -100,00 0
2026-05-15 13F Fayez Sarofim & Co 957 -47,42 341 -49,78
2026-04-10 13F Affinity Wealth Management Llc 652 -1,95 232 -6,45
2026-05-12 13F Ausdal Financial Partners, Inc. 5 319 -3,40 1 896 -7,78
2026-05-15 13F Susquehanna International Group, Llp Call 32 000 -15,79 11 410 -19,60
2026-05-27 13F Westshore Wealth, LLC 1 699 -68,10 606 -69,57
2026-05-28 13F Cozad Asset Management Inc 2 904 -3,94 1 035 -8,24
2026-04-24 13F Patten Group, Inc. 2 679 -9,34 955 -13,42
2026-05-13 13F First Citizens Bank & Trust Co 5 348 -77,56 1 907 -78,58
2026-04-27 13F Commonwealth Equity Services, Llc 0 -100,00 0 -100,00
2026-04-21 13F Gilpin Wealth Management, Llc 3 706 -1,33 1 321 -5,78
2026-05-14 13F Paragon Capital Management LLC 54 299 -0,94 19 361 -5,42
2026-04-17 13F Blankinship & Foster, LLC 1 647 -20,93 587 -24,45
2026-05-01 13F Advisors Capital Management, LLC 4 736 -4,94 1 689 -9,25
2026-04-22 13F Evensky & Katz LLC 9 819 -1,05 4 0,00
2026-05-01 13F Associated Banc-corp 3 721 -41,44 1 327 -44,10
2026-05-11 13F Wells Fargo & Company/mn Put 0 -100,00 0 -100,00
2026-04-08 13F Asempa Wealth Advisors 5 172 -1,24 1 859 -4,96
2026-05-12 13F Tiaa Trust, National Association 45 847 -93,30 16 347 -93,62
2026-05-15 13F/A Tudor Financial Inc. 23 716 -1,02 8 456 -5,49
2026-05-04 13F Redwood Park Advisors LLC 76 -10,59 27 -12,90
2026-04-29 13F WealthPLAN Partners, LLC 0 -100,00 0
2026-05-01 13F Summit Financial Strategies, Inc. 12 469 -2,15 4 446 -6,58
2026-04-28 13F Hardy Reed LLC 0 -100,00 0
2026-04-29 13F Horst & Graben Wealth Management LLC 5 808 -2,09 2 272 2,53
2026-01-09 13F Keb Asset Management, Llc 0 -100,00 0
2026-05-12 13F Ellis Investment Partners, LLC 9 013 -0,55 3 214 -5,05
2026-04-07 13F Signaturefd, Llc 2 052 -10,51 732 -14,60
2026-05-13 13F Peck Wealth Management, LLC 4 150 -8,51 1 480 -12,69
2026-05-01 13F Bensler, LLC 16 429 -5,16 5 858 -9,45
2026-05-04 13F Flaharty Asset Management, LLC 3 388 -1,08 1 208 -5,55
2026-05-15 13F Tudor Investment Corp Et Al 7 744 -75,64 2 761 -76,74
2026-01-15 13F Highline Wealth Partners Llc 0 -100,00 0 -100,00
2026-04-08 13F Sharkey, Howes & Javer 4 727 -8,20 1 685 -12,33
2026-04-14 13F Legacy Trust 2 885 -3,35 1 029 -7,72
2026-05-14 13F StoneX Group Inc. 1 501 -30,41 535 -33,79
2026-05-08 13F Tfo-tdc, Llc 90 670 -0,29 32 329 -4,80
2026-05-14 13F Fca Corp /tx 17 168 -3,19 6 121 -7,57
2026-05-12 13F BOK Financial Private Wealth, Inc. 195 697 -2,24 69 778 -6,66
2026-05-16 13F Arete Wealth Advisors, LLC 0 -100,00 0
2026-05-06 13F Ritter Daniher Financial Advisory LLC / DE 542 -0,91 193 -5,39
2026-04-20 13F Kestra Private Wealth Services, Llc 4 814 -39,09 1 717 -41,85
2026-05-15 13F Rehmann Capital Advisory Group 13 973 -6,50 4 983 -10,72
2026-05-15 13F Laird Norton Trust Company, Llc 116 843 -0,53 41 662 -5,02
2026-04-28 13F Philip James Wealth Mangement, LLC 0 -100,00 0
2026-05-01 13F Consilio Wealth Advisors, Llc 13 965 -2,19 4 980 -6,60
2026-04-23 13F American National Bank 25 102 -4,51 8 950 -8,82
2026-05-12 13F Creative Planning 642 293 -2,29 229 016 -6,71
2026-05-07 13F Regimen Wealth, Llc 3 248 -0,46 1 158 -4,93
2026-04-21 13F Unique Wealth, Llc 1 562 -29,96 557 -33,05
2026-05-15 13F Atalanta Sosnoff Capital, Llc 3 573 -38,85 1 274 -41,66
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 13 752 -15,05 4 868 -18,99
2026-05-08 13F Palatine Hill Wealth Management, LLC 2 382 -5,06 849 -9,29
2026-04-21 13F Old National Bancorp /in/ 31 729 -0,16 11 313 -4,67
2026-05-05 13F Legacy Advisors, LLC 89 267 -0,04 31 829 -4,56
2026-04-29 13F Cary Street Partner Investment Advisory Llc 186 -50,92 66 -53,19
2026-04-20 13F LS Investment Advisors, LLC 0 -100,00 0
2026-05-06 13F Berkeley Capital Partners, LLC 0 -100,00 0
2026-04-20 13F Jfs Wealth Advisors, Llc 199 371 -1,51 71 088 -5,96
2026-05-07 13F Xxi Wealth, Llc 0 -100,00 0
2026-05-14 13F Catalytic Wealth RIA, LLC 23 643 -9,82 8 430 -13,89
2026-04-13 13F Accelerate Investment Advisors LLC 1 803 -9,44 643 -13,59
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-05-05 13F Tortoise Investment Management, LLC 46 963 -1,35 16 745 -5,81
2026-05-12 13F/A Signature Securities Group Corporation 1 625 -39,34 579 -42,10
2026-04-13 13F Advocate Group Llc 917 -8,30 327 -12,60
2026-05-08 13F NewSquare Capital LLC 21 777 -1,40 7 765 -5,86
2026-05-07 13F Centerpoint Advisors, LLC 53 891 -5,28 19 -9,52
2026-01-29 13F Vanguard Group Inc 10 592 -5,71 3 956 -3,65
2026-05-11 13F Texas Capital Bank Wealth Management Services Inc 41 136 -2,68 14 667 -7,08
2026-05-04 13F Nadler Financial Group, Inc. 6 436 -5,49 2 295 -9,79
2026-01-20 13F Corundum Trust Company, INC 0 -100,00 0
2026-05-14 13F Kayne Anderson Rudnick Investment Management Llc 39 109 -10,01 13 954 -14,00
2026-05-01 13F Holistic Planning, LLC 922 -11,09 329 -15,25
2026-04-28 13F Libra Wealth Llc 0 -100,00 0
2026-04-21 13F Cfm Wealth Partners Llc 6 817 -6,28 2 431 -10,53
2026-05-14 13F Evoke Wealth, Llc 14 391 -0,73 5 131 -5,21
2026-01-23 13F Rede Wealth, LLC 0 -100,00 0
2026-05-14 13F Roehl & Yi Investment Advisors, LLC 0 -100,00 0 -100,00
2026-01-16 13F Bangor Savings Bank 0 -100,00 0
2026-04-29 13F Lmcg Investments, Llc 9 273 -0,01 3 306 -4,53
2026-05-14 13F Chartist Inc /ca/ 39 253 -1,36 13 996 -5,81
2026-05-01 13F Sachetta, LLC 16 705 -0,15 5 956 -4,66
2026-05-07 13F Arsenal Capital Advisors LLC 846 -3,42 302 -7,95
2026-04-16 13F Henrickson Nauta Wealth Advisors, Inc. 2 866 -50,00 1 022 -53,06
2026-05-05 13F Crestwood Advisors Group LLC 11 418 -0,50 4 071 -4,99
2026-05-04 13F Geneos Wealth Management Inc. 1 414 -5,29 504 -9,52
2026-04-29 13F Montag A & Associates Inc 107 418 -0,02 38 301 -4,54
2026-05-07 13F Oak Harbor Wealth Partners, Llc 178 -13,17 63 -17,11
2026-05-05 13F Capital Investment Advisory Services, LLC 125 -35,90 45 -38,89
2026-05-11 13F Allstate Corp 552 584 -48,75 197 029 -51,06
2026-04-29 13F CFS Investment Advisory Services, LLC 4 155 -7,30 1 616 -3,47
2026-05-04 13F Lutz Financial Services LLC 7 156 -2,03 2 552 -6,45
2026-05-13 13F Acumen Wealth Advisors, LLC 0 -100,00 0
2026-05-06 13F May Hill Capital, LLC 83 571 -1,45 29 798 -5,91
2026-05-15 13F Mission Wealth Management, Lp 62 346 -2,03 22 230 -6,46
2026-05-15 13F Change Path, LLC 2 371 -26,30 845 -29,64
2026-05-27 13F Security Financial Services, INC. 8 641 -0,43 3 081 -4,91
2026-04-17 13F Morris Financial Concepts, Inc. 4 281 -0,97 1 526 -5,45
2026-04-29 13F Cambridge Capital Management, Llc 990 -0,20 353 -4,86
2026-04-15 13F Fifth Third Securities, Inc. 12 121 -9,94 4 322 -14,03
2026-04-16 13F McClarren Financial Advisors, Inc. 3 057 -26,37 1 090 -4,39
2026-04-13 13F Mkd Wealth Coaches, Llc 10 022 -0,84 3 573 -5,33
2026-05-11 13F Fountainhead AM, LLC 11 957 -3,06 4 264 -7,45
2026-02-02 13F Everest Management Corp. 0 -100,00 0
2026-05-12 13F Benjamin Edwards Inc 3 811 -0,91 1 359 -5,36
2026-05-06 13F MorganRosel Wealth Management, LLC 571 -87,23 204 -87,84
2026-04-22 13F Capital Investment Management, Inc. 7 417 -1,79 2 645 -6,24
2026-01-16 13F Legacy Capital Wealth Partners, LLC 0 -100,00 0
2026-06-03 13F/A Wealthquest Corp 3 058 -3,14 1 090 -7,55
2026-04-27 13F Truist Financial Corp 429 657 -5,38 153 199 -9,66
2026-05-11 13F Legacy Edge Advisors, LLC 4 763 -6,46 1 698 -10,68
2026-05-13 13F Schoolcraft Capital LLC 88 231 -2,47 31 460 -6,88
2026-04-15 13F Single Point Partners, LLC 56 780 -0,89 20 246 -5,38
2026-05-11 13F Optimist Retirement Group LLC 3 451 -2,57 1 230 -6,96
2026-05-07 13F Paul R. Ried Financial Group, LLC 5 743 -1,61 2 048 -6,06
2026-05-04 13F Bridges Investment Management Inc 6 046 -4,56 2 156 -8,88
2026-05-11 13F Linscomb & Williams, Inc. 12 018 -3,76 4 285 -8,11
2026-04-16 13F Security National Bank 1 528 -10,96 545 -15,00
2026-04-28 13F GM Advisory Group, Inc. 57 402 -0,82 20 467 -5,31
2026-05-08 13F New England Private Wealth Advisors LLC 41 790 -1,06 14 901 -5,53
2026-05-07 13F JMG Financial Group, Ltd. 36 958 -0,03 13 178 -4,56
2026-01-29 13F Farmers & Merchants Trust Co of Long Beach 0 -100,00 0
2026-05-15 13F Qube Research & Technologies Ltd 0 -100,00 0
2026-04-22 13F Arcadia Investment Management Corp/mi 59 -15,71 21 -19,23
2026-04-23 13F Summit Wealth Group Llc / Co 2 050 -11,41 731 -15,51
2026-04-29 13F Index Technologies Group LLC 0 -100,00 0
2026-05-05 13F Allspring Global Investments Holdings, LLC 90 -22,41 32 -25,58
2026-05-04 13F Adell Harriman & Carpenter Inc 893 -10,07 318 -14,05
2026-02-10 13F Marshall & Sterling Wealth Advisors Inc. 0 -100,00 0
2026-05-15 13F Chevy Chase Trust Holdings, Inc. 8 732 -1,09 3 113 -5,55
2026-04-13 13F Foster Group, Inc. 0 -100,00 0
2026-05-08 13F Cornerstone Financial Management LLC 2 598 -6,85 926 -11,05
2026-04-03 13F Investors Research Corp 291 -55,02 104 -57,26
2026-05-08 13F Somerville Kurt F 1 200 -31,19 428 -34,41
2026-05-06 13F Modera Wealth Management, LLC 67 297 -1,01 23 995 -5,49
2026-04-22 13F Apollon Wealth Management, LLC 1 582 -28,58 564 -31,80
2026-01-15 13F Alpine Bank Wealth Management 0 -100,00 0
2026-05-13 13F Capital International Investors 1 473 -82,91 511 -84,27
2026-04-20 13F Courier Capital Llc 1 786 -17,05 637 -20,90
2026-04-08 13F Gillespie Robinson & Grimm Inc 979 -12,04 349 -15,90
2026-02-17 13F BTG Pactual Asset Management US LLC 0 -100,00 0
2026-05-14 13F Dynasty Wealth Management, Llc 1 981 -21,61 706 -25,13
2026-05-04 13F Retirement Income Solutions, Inc 17 255 -0,11 6 152 -4,62
2026-05-11 13F GenWealth Group, Inc. 6 287 -0,11 2 242 -6,16
2026-05-13 13F Adviser Investments LLC 14 220 -0,55 5 070 -5,04
2026-05-14 13F Vermillion & White Wealth Management Group, LLC 0 -100,00 0
2026-02-17 13F Bank Of America Corp /de/ Put 0 -100,00 0 -100,00
2026-05-12 13F Rsm Us Wealth Management Llc 141 727 -1,22 50 532 -6,38
2026-05-13 13F Transcend Wealth Collective, Llc 1 983 -33,90 707 -36,96
2026-01-21 13F NovaPoint Capital, LLC 0 -100,00 0
2026-05-15 13F PFG Private Wealth Management, LLC 0 -100,00 0
2026-05-06 13F Vista Capital Partners, Inc. 5 779 -4,10 2 061 -8,44
2026-05-15 13F Coppell Advisory Solutions LLC 0 -100,00 0
2026-04-30 13F Landaas & Co /wi /adv 6 476 -0,60 2 309 -5,06
2026-05-15 13F NorthRock Partners, LLC 298 262 -0,17 106 349 -4,68
2026-05-04 13F Envestnet Asset Management Inc 4 343 242 -4,92 1 548 626 -9,22
2026-05-01 13F Ferguson Wellman Capital Management, Inc 7 348 -3,23 2 620 -7,58
2026-05-11 13F Howard Wealth Management, Llc 961 -0,83 343 -5,52
2026-04-16 13F CPR Investments Inc. 1 000 -22,12 357 -25,68
2026-05-08 13F Resources Investment Advisors, LLC. 61 171 -1,07 21 811 -5,54
2026-05-13 13F Visionary Wealth Advisors 12 417 -1,59 4 428 -6,05
2026-02-13 13F Barclays Plc 0 -100,00 0
2026-05-05 13F Cherry Tree Wealth Management, LLC 997 -9,53 355 -13,63
2026-04-17 13F James J. Burns & Company, LLC 3 897 -2,09 1 389 -6,53
2026-05-14 13F Fort Point Capital Partners LLC 22 771 -4,74 8 119 -10,53
2026-05-04 13F Alta Wealth Advisors LLC 1 675 -8,17 597 -12,33
2026-05-04 13F Purkiss Capital Advisors LLC 0 -100,00 0
2026-04-23 13F Graver Capital Management, LLC 2 286 -22,69 815 -26,18
2026-05-12 13F Moneta Group Investment Advisors Llc 76 990 -0,48 27 451 -4,98
2026-05-07 13F AlTi Global, Inc. 22 671 -0,38 8 084 -4,88
2026-02-17 13F Main Street Financial Solutions, LLC 810 -55,42 302 -54,45
2026-04-10 13F Abound Wealth Management 805 -1,59 287 -6,23
2026-05-13 13F Avestar Capital, LLC 19 539 -0,81 6 967 -5,30
2026-05-12 13F Planwiser Financial, Llc 2 113 -1,86 810 0,00
2026-04-15 13F Iams Wealth Management, Llc 672 -2,18 240 -6,64
2026-05-06 13F Decker Wealth Management LLC 0 -100,00 0 -100,00
2026-04-30 13F Mason & Associates Inc 164 995 -0,98 57 199 -8,08
2026-05-14 13F Frederick Financial Consultants, LLC 962 -7,59 343 -11,60
2026-04-17 13F Fifth Third Wealth Advisors LLC 4 141 -3,72 1 477 -8,09
2026-05-06 13F WealthTrust Asset Management, LLC 17 531 -0,07 6 251 -4,59
2026-05-12 13F Wescott Financial Advisory Group, LLC 86 531 -0,99 30 853 -5,46
2026-05-14 13F Northern Trust Corp 2 658 525 -1,23 947 924 -5,70
2026-05-18 13F Centaurus Financial, Inc. 2 093 -5,29 1
2026-05-08 13F Peachtree Investment Partners, LLC 43 -59,05 15 -61,54
2026-04-08 13F Legacy Wealth Asset Management, LLC 0 -100,00 0
2026-05-12 13F M&t Bank Corp 2 799 423 -1,12 998 162 -5,59
2026-05-19 13F Mascagni Wealth Management, Inc. 0 -100,00 0
2026-02-10 13F Quantbot Technologies LP 0 -100,00 0
2026-05-11 13F BankPlus Trust Department 1 982 -4,07 707 -8,43
2026-04-14 13F Plancorp, LLC 10 188 -0,40 3 790 -0,76
2026-04-29 13F Rockwood Wealth Management, LLC 3 073 -12,70 1 096 -16,67
2026-05-14 13F Strategic Advisors LLC 2 436 -1,26 869 -5,75
2026-04-15 13F Seacrest Wealth Management, Llc 1 383 -2,40 493 -7,85
2026-05-15 13F Kemnay Advisory Services Inc. 650 -1,52 232 -6,10
2026-05-12 13F Kingsview Wealth Management, LLC 5 309 -11,01 1 893 -15,00
2026-04-24 13F Brown Financial Advisory 27 359 -2,49 9 755 -6,90
2026-04-30 13F Kestra Advisory Services, LLC 81 829 -12,85 29 177 -16,79
2026-05-13 13F Prestige Wealth Management Group LLC 600 -4,00 214 -8,58
2026-05-11 13F Bailard, Inc. 0 -100,00 0
2026-04-28 13F Stratos Wealth Partners, LTD. 30 430 -2,64 10 850 -7,04
2026-06-02 13F/A Parallel Advisors, LLC 0 -100,00 0 -100,00
2026-05-15 13F Cypress Capital Group 3 672 -0,54 1 309 -5,01
2026-04-09 13F Park Place Capital Corp 0 -100,00 0
2026-04-29 13F Hughes Financial Services, LLC 286 -12,54 102 -17,21
2026-05-11 13F Integrity Alliance, Llc. 0 -100,00 0
2026-05-12 13F Atlantic Union Bankshares Corp 29 429 -0,68 10 493 -5,17
2026-04-29 13F Axxcess Wealth Management, Llc 0 -100,00 0
2026-04-20 13F McKinley Carter Wealth Services, Inc. 247 303 -2,14 88 178 -6,56
2026-05-12 13F ARK Investment Management LLC 0 -100,00 0 -100,00
2026-04-08 13F Graves-Light Private Wealth Management, Inc. 25 347 -0,59 9 038 -5,08
2026-05-07 13F Washington Trust Bank 1 067 -1,39 380 -5,94
2026-04-16 13F Phillips Financial Management, Llc 10 087 -5,65 3 597 -9,92
2026-05-04 13F Cornerstone Advisory, LLC 8 143 -1,79 2 904 -6,23
2026-05-15 13F Goldman Sachs Group Inc 1 168 747 -15,50 416 728 -19,32
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 146 636 -28,19 52 285 -31,44
2026-02-09 13F Financial Advisory Corp /ut/ /adv 3 492 -4,01 1 0,00
2026-02-13 13F Squarepoint Ops LLC 0 -100,00 0
2026-02-06 13F Morling Financial Advisors, LLC 0 -100,00 0
2026-02-12 13F RMR Capital Management, LLC 0 -100,00 0
2026-04-13 13F Enclave Advisors LLC 161 579 -0,40 57 613 -4,90
2026-04-24 13F Axis Wealth Partners, LLC 0 -100,00 0
2026-04-28 13F Arbor Investment Advisors, LLC 290 982 -0,06 103 753 -4,58
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0
2026-04-29 13F Garde Capital, Inc. 17 408 -0,45 6 207 -4,96
2026-04-29 13F Nicholas Hoffman & Company, LLC. 1 845 -0,81 658 -5,33
2026-05-06 13F Shared Vision Wealth Group LLC 1 182 -10,39 421 -15,80
2026-04-10 13F Windsor Capital Management, LLC 603 -1,47 215 -5,70
2026-04-20 13F Ritholtz Wealth Management 1 464 -5,91 522 -10,33
2026-04-27 13F Fulton Breakefield Broenniman Llc 1 570 -5,99 560 -10,27
2026-01-30 13F Pure Portfolios Holdings Llc 1 632 -0,91 610 1,33
2026-05-12 13F Azimuth Capital Investment Management LLC 2 004 -17,84 715 -21,54
2026-04-27 13F PFG Investments, LLC 1 621 -8,31 578 -12,42
2026-04-27 13F Cresta Advisors, Ltd. 0 -100,00 0
2026-04-24 13F Center for Wealth Management Advisory 7 663 -24,10 2 732 -27,53
2026-05-04 13F Procyon Private Wealth Partners, LLC 4 596 -5,30 1 639 -9,60
2026-05-14 13F Guardian Asset Advisors, LLC 1 144 -0,69 408 -5,35
2026-01-21 13F Snider Financial Group 0 -100,00 0
2026-05-15 13F/A Bradley Foster & Sargent Inc/ct 39 555 -0,01 14 104 -4,53
2026-04-27 13F Financial Services Advisory Inc 10 212 -4,05 3 641 -8,38
2026-05-11 13F Waddell & Associates, Llc 0 -100,00 0
2026-04-15 13F Sightline Wealth Advisors, LLC 6 350 -0,70 2 264 -5,19
2026-04-17 13F Berman McAleer LLC 5 819 -2,10 2 075 -6,53
2026-04-24 13F Enzi Wealth 2 296 -6,55 819 -12,04
2026-05-15 13F Tower Research Capital LLC (TRC) 4 -66,67 1 -75,00
2026-05-13 13F Signature Equity Partners, LLC 461 -1,28 164 -5,75
2026-05-15 13F Hancock Whitney Corp 12 512 -43,34 4 619 -43,98
2026-05-11 13F United Bank 0 -100,00 0
2026-05-14 13F Aft, Forsyth & Company, Inc. 920 -1,50 328 -5,75
2026-04-08 13F Heritage Family Offices, LLP 0 -100,00 0
2026-04-13 13F Cyndeo Wealth Partners, LLC 601 -88,54 214 -89,08
2026-05-14 13F Cwm, Llc 45 888 -10,16 16 362 86 010,53
2026-02-17 13F SageView Advisory Group, LLC 589 -22,40 220 -20,94
2026-05-07 13F Virtue Capital Management, LLC 0 -100,00 0
2026-05-15 13F Wick Capital Partners, LLC 6 532 -1,14 2 329 -5,59
2026-02-13 13F LGT Financial Advisors LLC 0 -100,00 0
2026-05-15 13F RMB Capital Management, LLC 34 110 -2,34 12 162 -6,75
2026-05-13 13F ETF Portfolio Partners, Inc. 33 468 -4,36 11 934 -8,69
2026-04-10 13F FORM Wealth Advisors, LLC 1 624 -11,74 579 -15,72
2026-04-24 13F Zwj Investment Counsel Inc 6 732 -3,58 2 400 -7,94
2026-04-21 13F Wedbush Securities Inc 1 203 -1,15 0
2026-04-29 13F Custom Index Systems, Llc 0 -100,00 0
2026-04-08 13F Fermata Advisors, LLC 1 716 -0,12 612 -4,68
2026-05-29 13F Mullaney, Keating & Wright, Inc. 51 951 -3,10 18 524 -7,48
2026-04-28 13F Lee Danner & Bass Inc 3 795 -17,41 1 353 -21,11
2026-02-17 13F Old Mission Capital Llc 0 -100,00 0
2026-04-17 13F AdvisorNet Financial, Inc 4 246 -12,63 1 514 -16,59
2026-04-08 13F Evanson Asset Management, LLC 20 523 -0,02 7 318 -4,54
2026-04-24 13F Stock Yards Bank & Trust Co 1 721 -2,99 614 -7,40
2026-05-14 13F EP Wealth Advisors, Inc. 30 467 -2,40 10 863 -6,81
2026-05-04 13F New Wave Wealth Advisors Llc 9 888 -4,56 3 526 -8,87
2026-05-05 13F Atria Investments Llc 3 953 -50,61 1 409 -52,84
2026-05-14 13F Jump Financial, LLC 0 -100,00 0
2026-05-15 13F Peapack Gladstone Financial Corp 11 527 -6,33 4 0,00
2026-05-15 13F Perennial Investment Advisors, LLC 1 949 -2,40 695 -6,71
2026-04-23 13F Mayflower Financial Advisors, LLC 6 908 -2,80 2 463 -7,20
2026-04-21 13F Buttonwood Financial Advisors Inc. 1 949 -6,43 695 -10,68
2026-05-07 13F Paradigm, Strategies in Wealth Management, LLC 1 572 -1,63 561 -6,04
2026-05-11 13F Aptus Capital Advisors, LLC 26 854 -4,34 9 575 -8,67
2026-02-17 13F Vertex Planning Partners, LLC 0 -100,00 0 -100,00
2026-04-13 13F Breachway Investments LLC 0 -100,00 0
2026-05-08 13F Firestone Capital Management 28 955 -0,73 10 324 -5,21
2026-05-05 13F Newbridge Financial Services Group, Inc. 67 -42,74 24 -46,51
2026-05-01 13F BKD Wealth Advisors, LLC 9 636 -0,26 3 436 -4,77
2026-05-13 13F American Financial Advisors, LLC 108 328 -2,39 38 625 -6,80
2026-05-11 13F Brand Asset Management Group, Inc. 7 179 -0,62 2 560 -5,12
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 844 -4,74 301 -9,09
2026-04-09 13F Thrive Wealth Management, LLC 675 -24,75 241 -28,14
2026-04-30 13F Red Cedar Investment Management, Llc 395 325 -3,40 140 957 -7,77
2026-04-20 13F Hoxton Planning & Management, LLC 4 783 -10,33 1 705 -14,36
2026-04-29 13F Advance Capital Management, Inc. 34 516 -1,00 12 307 -5,48
2026-05-04 13F Copia Wealth Management 435 -13,35 155 -17,11
2026-05-04 13F Equity Investment Corp 0 -100,00 0
2026-05-11 13F Wells Fargo & Company/mn 1 579 924 -1,95 563 338 -6,38
2026-04-23 13F Partners Wealth Management, Llc 1 052 -22,19 375 -25,60
2026-04-22 13F RMR Wealth Builders 2 588 -0,69 923 -5,24
2026-05-07 13F Madison Asset Management, LLC 1 067 -51,61 380 -53,83
2026-04-10 13F Revolve Wealth Partners, LLC 663 -0,75 236 -5,22
2026-05-05 13F Bank of New York Mellon Corp 164 874 -1,59 58 787 -6,03
2026-05-05 13F Fisher Asset Management, LLC 5 059 -21,13 1 804 -24,68
2026-05-04 13F Conservest Capital Advisors, Inc. 130 159 -3,38 46 409 -7,75
2026-05-13 13F Lido Advisors, LLC 272 499 -3,33 97 163 -7,51
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 32 819 -31,37 11 794 -34,46
2026-05-13 13F Strategic Financial Concepts, LLC 0 -100,00 0
2026-04-14 13F Lawood & Co 1 391 -5,44 496 -9,84
2026-04-23 13F Simmons Bank 5 060 -0,94 1 804 -5,40
2026-04-23 13F Interchange Capital Partners, LLC 0 -100,00 0
2026-04-07 13F Farther Finance Advisors, LLC 47 625 -21,40 17 113 -24,37
2026-04-15 13F Cypress Wealth Services, LLC 5 364 -15,29 1 913 -19,12
2026-05-15 13F North Berkeley Wealth Management, LLC 1 551 -7,79 553 -11,94
2026-04-16 13F XML Financial, LLC 82 562 -1,24 29 438 -5,71
2026-04-24 13F Essex Financial Services, Inc. 6 317 -0,46 2 252 -4,94
2026-04-13 13F Scharf Investments, Llc 4 295 -48,33 1 532 -50,68
2026-05-14 13F Raymond James Financial Inc 592 068 -6,23 211 108 -10,47
2026-04-10 13F Magnus Financial Group LLC 0 -100,00 0
2026-05-12 13F Financial Network Wealth Management LLC 618 -2,98 0
2026-05-06 13F Quadrant Private Wealth Management, LLC 2 027 -0,44 723 -5,00
2026-02-13 13F Flow Traders U.s. Llc 0 -100,00 0
2026-04-14 13F USA Financial Portformulas Corp 1 723 -5,38 614 -9,71
2026-02-05 13F HighMark Wealth Management LLC 0 -100,00 0
2026-05-14 13F Healthcare Of Ontario Pension Plan Trust Fund 50 000 -89,98 17 828 -90,43
2026-04-21 13F Pacific Park Financial, Inc. 3 533 -9,34 1 260 -13,47
2026-04-28 13F LWM Advisory Services, LLC 659 -71,27 235 -72,55
2026-02-11 13F Simplex Trading, Llc 0 -100,00 0
2026-04-06 13F IFS Advisors, LLC 2 115 -1,21 754 -5,63
2026-05-14 13F Sand Hill Global Advisors, LLC 12 503 -0,70 4 458 -5,19
2026-05-12 13F Baker Avenue Asset Management, LP 13 725 -0,41 4 894 -4,92
2026-04-27 13F Victory Financial Group, Llc 827 -6,13 295 -10,37
2026-05-07 13F Allen Investment Management LLC 73 992 -4,88 26 399 -9,11
2026-04-08 13F Orrstown Financial Services Inc 6 802 -0,83 2 425 -5,31
2026-05-04 13F Avantax Planning Partners, Inc. 990 -3,04 353 -7,61
2026-05-13 13F Sepio Capital, LP 26 737 -1,54 9 533 -5,99
2026-04-17 13F Aspen Capital Management, LLC 14 805 -1,14 5 279 -5,62
2026-05-15 13F Empowered Funds, LLC 1 782 -40,66 635 -43,35
2026-05-06 13F Sound View Wealth Advisors Group, LLC 14 853 -0,32 5 296 -4,82
2026-05-13 13F Brinker Capital Investments, LLC 18 540 -33,06 6 611 -36,09
2026-01-23 13F Octavia Wealth Advisors, LLC 0 -100,00 0
2026-04-15 13F LongView Wealth Management 788 -8,80 300 -9,12
2026-05-12 13F Jane Street Group, Llc Put 5 000 -1,96 1 783 -6,41
2026-05-12 13F Stifel Financial Corp 192 546 -24,91 68 655 -28,30
2026-01-28 13F Absher Wealth Management, Llc 0 -100,00 0
2026-04-24 13F Redwood Wealth Management Group, LLC 930 -3,73 332 -8,06
2026-05-01 13F UNIVEST FINANCIAL Corp 0 -100,00 0
2026-04-27 13F Argos Wealth Advisors, LLC 0 -100,00 0
2026-05-08 13F Moors & Cabot, Inc. 562 -18,20 200 -21,87
2026-05-15 13F IHT Wealth Management, LLC 2 343 -6,99 836 -11,17
2026-01-26 13F Northwest Capital Management Inc 0 -100,00 0
2026-04-30 13F Madison Wealth Partners, Inc 1 055 -0,19 376 -4,57
2026-04-06 13F CX Institutional 257 -20,68 0
2026-04-29 13F United Asset Strategies, Inc. 1 895 -1,25 676 -5,73
2026-05-12 13F Advyzon Investment Management, LLC 1 593 -36,58 568 -39,45
2026-05-06 13F Oxford Financial Group Ltd 26 770 -9,96 9 545 -14,02
2026-04-15 13F Stordahl Capital Management, Inc. 2 711 -39,41 967 -42,16
2026-05-07 13F Sagespring Wealth Partners, Llc 2 613 -8,03 932 -12,25
2026-05-15 13F Citadel Advisors Llc Put 11 200 -6,67 3 993 -10,89
2026-05-15 13F Two Sigma Securities, Llc 0 -100,00 0
2026-04-23 13F Oppenheimer & Co Inc 4 488 -75,44 1 600 -76,56
2026-04-28 13F Hillcrest Wealth Advisors - NY, LLC 7 725 -0,90 2 754 -5,36
2026-04-15 13F Ridgeline Wealth, LLC 1 163 -0,34 415 -4,83
2026-05-14 13F Plum Street Advisors, LLC 7 544 -2,75 2 690 -7,15
2026-04-22 13F Cornerstone Wealth Group, LLC 58 955 -4,88 22 750 -1,71
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 1 808 -7,42 645 -11,66
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-05-14 13F Ballentine Partners, LLC 206 406 -1,62 73 596 -6,07
2026-04-13 13F Arcadia Investment Advisors Llc 24 276 -0,83 8 656 -5,32
2026-04-27 13F ATLas Financial Planning LLC 3 198 -2,86 1 140 -7,24
2026-05-07 13F MA Private Wealth 1 366 -5,40 487 -9,65
2026-04-20 13F Godsey & Gibb Associates 0 -100,00 0
2026-02-09 13F Koesten, Hirschmann & Crabtree, INC. 0 -100,00 0
2026-05-16 13F Sunbelt Securities, Inc. 2 440 -0,89 870 -5,44
2026-04-16 13F Annex Advisory Services, LLC 2 504 -74,50 893 -75,67
2026-02-04 13F Ground Swell Capital, LLC 0 -100,00 0
2026-05-07 13F Dakota Wealth Management 10 848 -2,31 3 868 -6,73
2026-01-14 13F Kmg Fiduciary Partners, Llc 0 -100,00 0
2026-01-14 13F ORG Partners LLC 10 407 -0,65 3 886 1,52
2026-04-21 13F GHP Investment Advisors, Inc. 8 653 -1,58 3 085 -6,03
2026-01-22 13F Weaver Capital Management LLC 0 -100,00 0
2026-04-30 13F Titleist Asset Management, Llc 700 -5,28 249 -9,45
2026-05-15 13F Silvercrest Asset Management Group Llc 27 600 -0,81 9 841 -5,28
2026-04-15 13F Signature Estate & Investment Advisors Llc 1 523 -2,75 543 -7,02
2026-04-08 13F NorthCrest Asset Manangement, LLC 5 844 -13,97 2 103 -17,92
2026-05-06 13F Simon Quick Advisors, Llc 1 417 -1,94 505 -6,31
2026-04-17 13F Elk River Wealth Management, LLC 11 897 -2,40 4 242 -6,81
2026-05-08 13F Valeo Financial Advisors, LLC 12 043 -3,39 4 294 -7,76
2026-05-11 13F Ellevest, Inc. 3 516 -2,68 1 254 -7,12
2026-05-15 13F Vawter Financial, Ltd. 3 366 -1,23 1 200 -5,66
2026-05-01 13F Wealthspire Advisors, LLC 82 761 -8,37 29 509 -12,51
2026-05-05 13F Northstar Financial Companies, Inc. 33 254 -1,32 11 857 -5,78
2026-05-15 13F Hamilton Capital, LLC 28 905 -9,34 10 306 -13,44
2026-05-15 13F Trustees of Columbia University in the City of New York 0 -100,00 0
2026-04-17 13F Ignite Planners, LLC 0 -100,00 0
2026-05-14 13F Financial Engines Advisors L.L.C. 14 308 -5,32 5 102 -9,60
2026-05-15 13F Keating Financial Advisory Services, Inc. 265 -13,96 94 -18,26
2026-02-11 13F Mandatum Life Insurance Co Ltd 0 -100,00 0
2026-05-05 13F Kickstand Ventures, Llc. 2 806 -0,32 1 001 -4,85
2026-05-12 13F Strategic Wealth Partners, Ltd. 3 531 -2,83 1 259 -7,22
2026-05-14 13F Wealth Alliance 2 423 -52,92 864 -55,10
2026-01-05 13F Chesapeake Asset Management Llc 0 -100,00 0 -100,00
2026-05-05 13F Sanctuary Advisors, LLC 28 275 -0,36 10 082 -4,87
2026-04-14 13F Capital Asset Managemnet, LLC 2 814 -0,67 1 003 -5,20
2026-05-15 13F Destination Wealth Management 15 971 -2,51 5 695 -6,92
2026-05-08 13F Fire Capital Management LLC 30 198 -3,00 10 767 -7,38
2026-04-20 13F Auour Investments LLC 5 449 -0,07 1 943 -4,57
2026-05-07 13F Sage Financial Group Inc 7 163 -0,18 2 554 -4,67
2026-04-17 13F CENTRAL TRUST Co 1 952 -0,46 696 -4,92
2026-02-06 13F One Charles Private Wealth Services, LLC 0 -100,00 0
2026-05-14 13F First Commonwealth Financial Corp /pa/ 748 -27,80 267 -31,27
2026-04-28 13F Shelton Wealth Management, Llc 15 179 -1,69 5 412 -6,12
2026-05-08 13F McAdam, LLC 1 233 -18,07 440 -21,75
2026-04-24 13F Franklin, Parlapiano, Turner & Welch, LLC 93 093 -1,97 36 114 0,22
2026-04-28 13F Umpqua Bank 913 -8,43 326 -12,63
2026-04-20 13F Hoge Financial Services, Llc 112 594 -2,00 40 147 -6,43
2026-05-08 13F Steward Partners Investment Advisory, Llc 6 416 -1,12 2 288 -5,61
2026-05-15 13F London Co Of Virginia 320 -98,95 114 -99,00
2026-04-22 13F Financially in Tune, LLC 2 946 -4,66 1 050 -8,93
2026-05-11 13F Marin Bay Wealth Advisors, LLC 579 -18,79 207 -22,56
2026-04-23 13F Glass Jacobson Investment Advisors llc 851 -10,61 303 -14,65
2026-04-10 13F YHB Investment Advisors, Inc. 40 625 -3,68 14 485 -8,04
2026-05-08 13F Bokf, Na 1 287 018 -0,78 458 899 -5,27
2026-04-30 13F Mv Capital Management, Inc. 23 409 -0,30 8 347 -4,81
2026-05-15 13F Ameriprise Financial Inc 479 707 -2,80 174 711 -5,19
2026-04-13 13F Sherman Wealth Management LLC 910 -0,55 324 -4,99
2026-04-28 13F Stratos Wealth Advisors, LLC 1 343 -81,62 479 -82,48
2026-05-04 13F Greenspring Advisors, LLC 4 772 -0,58 1 702 -5,08
2026-05-18 13F Strategic Investment Advisors / MI 14 663 -2,11 5 228 -6,53
2026-04-09 13F Firethorn Wealth Partners, Llc 2 625 -2,34 936 -6,78
2026-04-17 13F Atlas Brown,Inc. 1 000 -16,67 357 -20,54
2026-03-12 13F Winthrop Partners - Wny, Llc 0 -100,00 0
2026-05-14 13F Gladstone Institutional Advisory LLC 2 308 -7,72 823 -11,99
2026-05-12 13F Aspiriant, Llc 112 708 -1,42 40 187 -5,87
2026-05-13 13F Davis R M Inc 58 937 -2,89 21 015 -7,28
2026-04-13 13F Mather Group, Llc. 19 276 -0,86 6 873 -5,33
2026-05-26 13F Ruggaard & Associates LLC 1 368 -2,49 488 -6,88
2026-04-13 13F Woodside Wealth Management LLC 0 -100,00 0
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