USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF – Własność instytucjonalna – Sprzedawcy

iShares Trust - iShares MSCI USA Min Vol Factor ETF
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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
(%)
2026-02-13 13F Clearview Wealth Advisors LLC 2 421 -12,19 228 -13,36
2026-05-14 13F Empower Advisory Group, LLC 2 729 -17,75 253 -18,91
2026-04-16 13F Quotient Wealth Partners, LLC 75 320 -89,72 6 985 -89,88
2026-05-14 13F Gts Securities Llc 51 300 -5,70 4 758 -7,13
2026-04-20 13F TFB Advisors LLC 0 -100,00 0
2026-04-22 13F CrossGen Wealth, LLC 350 -53,08 32 -54,29
2026-05-13 13F Keystone Wealth Services, LLC 12 007 -18,57 1 114 -19,81
2026-02-12 13F Brueske Advisory Services, LLC 0 -100,00 0
2026-04-29 13F Saxon Interests, Inc. 16 013 -6,04 1 485 -7,42
2026-04-27 13F Greenleaf Trust 3 406 -31,89 316 -32,98
2026-02-13 13F Stark Wealth Management LLC 0 -100,00 0
2026-05-15 13F Equitable Holdings, Inc. 191 799 -5,10 18 059 -5,10
2026-04-15 13F QTR Family Wealth, LLC 0 -100,00 0
2026-05-11 13F RWM Asset Management, LLC 8 302 -25,56 770 -27,79
2025-12-29 13F Swiss Life Asset Management Ltd 0 -100,00 0
2026-05-26 13F Serenity Investment Advisors 0 -100,00 0
2026-04-17 13F Nottingham Advisors, Inc. 6 831 -0,58 634 -2,01
2026-04-02 13F Noble Wealth Management PBC 3 004 -1,64 279 -3,14
2026-01-06 13F Tucker Asset Management Llc 0 -100,00 0 -100,00
2026-05-01 13F Kraft, Davis & Associates, LLC 0 -100,00 0
2026-04-06 13F CX Institutional 33 734 -4,68 3 0,00
2026-01-16 13F Oregon Pacific Wealth Management, LLC 0 -100,00 0
2026-04-24 13F Keybank National Association/oh 301 021 -6,53 27 917 -7,94
2026-05-06 13F Ascent Wealth Partners, LLC 0 -100,00 0
2026-04-30 13F Beacon Financial Group 4 069 -0,25 377 -1,82
2026-04-20 13F LS Investment Advisors, LLC 7 332 -3,54 680 -5,03
2026-04-29 13F KERR FINANCIAL PLANNING Corp 6 885 -45,74 646 -46,34
2026-01-27 13F Godsey & Gibb Associates 0 -100,00 0
2026-05-08 13F SHP Wealth Management 5 457 -0,31 506 -1,75
2026-05-15 13F Susquehanna International Group, Llp Put 9 100 -82,33 844 -82,61
2026-02-06 13F GPS Wealth Strategies Group, LLC 196 -99,44 18 -99,46
2026-04-22 13F Detalus Advisors, LLC 25 153 -0,87 2 333 -2,39
2026-05-15 13F Susquehanna International Group, Llp Call 6 300 -69,27 584 -69,74
2026-05-13 13F Argent Trust Co 2 328 -9,70 216 -11,16
2026-01-20 13F Global Trust Asset Management, LLC 0 -100,00 0 -100,00
2026-05-05 13F BCGM Wealth Management, LLC 15 592 -8,17 1 446 -9,57
2026-04-24 13F Charter Oak Capital Management, LLC 2 193 -0,27 203 -1,93
2026-05-07 13F Vision Retirement, LLC 3 091 -4,04 287 -5,61
2026-02-13 13F Tcfg Wealth Management, Llc 0 -100,00 0 -100,00
2026-04-21 13F Patton Albertson Miller Group, Llc 0 -100,00 0
2026-04-28 13F Flagship Harbor Advisors, Llc 42 156 -3,34 3 910 -4,80
2026-05-11 13F Manchester Capital Management LLC 0 -100,00 0
2026-04-22 13F TBH Global Asset Management, LLC 9 381 -23,05 870 -24,15
2026-05-07 13F Managed Asset Portfolios, Llc 0 -100,00 0
2026-04-24 13F Eagle Bay Advisors LLC 0 -100,00 0
2026-05-08 13F Valeo Financial Advisors, LLC 2 507 -56,54 233 -57,27
2026-04-20 13F Ronald Blue Trust, Inc. 400 -0,25 37 0,00
2026-02-12 13F Chilton Capital Management Llc 0 -100,00 0
2026-05-15 13F Alternative Investment Advisors, LLC. 0 -100,00 0
2026-05-14 13F Atomi Financial Group, Inc. 12 289 -7,53 1 140 -8,95
2026-04-15 13F Capital Advisory Group Advisory Services, LLC 0 -100,00 0
2026-05-14 13F Betterment LLC 3 023 -3,51 0
2026-05-13 13F Forum Private Client Group LLC 18 359 -7,45 1 703 -8,84
2026-01-16 13F Hopwood Financial Services, Inc. 0 -100,00 0
2026-05-05 13F Smith, Moore & Co. 12 602 -4,96 1 169 -6,41
2026-02-12 13F Logan Capital Management Inc 0 -100,00 0 -100,00
2026-05-15 13F Warren Averett Asset Management, LLC 61 808 -4,24 5 732 -5,68
2026-05-15 13F Tradition Wealth Management, LLC 33 228 -12,18 3 082 -13,50
2026-04-13 13F Professional Financial Advisors, LLC 6 846 -0,16 635 -1,71
2026-04-29 13F Strategic Blueprint, LLC 37 101 -0,13 3 441 -1,63
2026-05-13 13F ShoreHaven Wealth Partners, LLC 13 513 -0,23 1 253 -1,73
2026-05-14 13F Chancellor Financial Group WB LP 3 623 -3,21 336 -4,83
2026-05-12 13F Vestcor Inc 239 551 -43,07 22 -43,59
2026-04-15 13F Client 1st Advisory Group, Llc 6 924 -2,40 642 -3,75
2026-05-15 13F Atom Investors LP 0 -100,00 0
2026-04-23 13F Intrua Financial, LLC 7 139 -5,07 662 -6,50
2026-04-15 13F Silverlake Wealth Management Llc 4 667 -9,15 433 -10,56
2026-04-30 13F Colton Groome Financial Advisors, Llc 3 900 -1,59 362 -3,22
2026-04-16 13F Diversified Trust Co 22 334 -6,96 2 071 -8,36
2026-05-11 13F Estate Planners Group, LLC 0 -100,00 0
2026-05-14 13F Select Asset Management & Trust 13 829 -80,36 1 -83,33
2026-04-15 13F Archford Capital Strategies, LLC 0 -100,00 0
2026-05-04 13F Modus Advisors, LLC 58 873 -26,01 5 460 -27,14
2026-04-06 13F InTrack Investment Management Inc 2 585 -3,58 240 -5,16
2026-02-13 13F J Hagan Capital, Inc. 0 -100,00 0
2026-05-08 13F Smithfield Trust Co 3 648 -0,82 0
2026-05-15 13F Vestmark Advisory Solutions, Inc. 13 923 -70,34 1 291 -70,79
2026-05-15 13F Magnolia Capital Advisors Llc 21 669 -5,38 2 010 -6,82
2026-05-12 13F Stokes Family Office, LLC 3 988 -3,88 370 -5,38
2026-05-22 13F Wellington Grp LLC 0 -100,00 0
2026-05-15 13F United Capital Financial Advisers, Llc 191 280 -1,34 17 729 -2,89
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0 -100,00
2026-04-29 13F Cary Street Partners Financial Llc 27 941 -1,88 2 591 -3,36
2026-05-14 13F Captrust Financial Advisors 715 391 -2,79 66 341 -4,26
2026-05-01 13F Emerald Investment Partners, Llc 3 226 -0,37 299 -1,64
2026-05-05 13F Tortoise Investment Management, LLC 0 -100,00 0
2026-05-15 13F Citadel Advisors Llc 0 -100,00 0
2026-04-17 13F/A Founders Financial Securities Llc 150 485 -17,21 14 125 -17,48
2025-12-16 13F Emergent Wealth Advisors, LLC 0 -100,00 0 -100,00
2026-04-29 13F Kaydan Wealth Management, Inc. 15 429 -1,08 1 431 -2,59
2026-04-27 13F Tennessee Valley Asset Management Partners 5 752 -9,17 533 -10,57
2026-04-29 13F Cordatus Wealth Management LLC 48 104 -1,24 4 461 -2,73
2026-04-20 13F GSB Wealth Management, LLC 2 384 -15,01 221 -16,29
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 4 370 460 -37,37 406 920 -38,32
2026-04-16 13F Sterling Investment Counsel, LLC 3 350 -14,93 311 -15,30
2026-05-04 13F Optima Capital Llc 0 -100,00 0
2026-02-09 13F IPG Investment Advisors LLC 0 -100,00 0
2026-05-04 13F Syverson Strege & Co 33 016 -1,85 3 062 -3,35
2026-05-11 13F TD Capital Management LLC 131 500 -3,06 12 195 -4,53
2026-04-15 13F Atwood & Palmer Inc 0 -100,00 0
2026-02-13 13F Platform Technology Partners 0 -100,00 0 -100,00
2026-04-27 13F Sound Income Strategies, LLC 2 542 -13,21 236 -14,86
2026-05-12 13F Bnp Paribas Arbitrage, Sa 3 806 -99,52 353 -99,53
2026-05-14 13F Boreal Capital Management LLC 265 -94,88 25 -95,07
2026-05-04 13F Wealthgarden F.s. Llc 5 397 -0,55 501 -3,47
2026-05-04 13F Tradewinds, LLC. 0 -100,00 0
2026-05-06 13F Hallmark Capital Management Inc 5 -99,64 0 -100,00
2026-05-13 13F Wealth Management Associates, Inc. 13 322 -0,56 1 235 -2,06
2026-01-20 13F Tritonpoint Wealth, Llc 0 -100,00 0
2026-01-30 13F BancorpSouth Bank 2 184 -5,94 206 -6,82
2026-04-09 13F Thrive Wealth Management, LLC 0 -100,00 0
2026-05-15 13F Talisman Wealth Advisors LLC 0 -100,00 0
2026-05-06 13F Meridian Wealth Management, LLC 5 779 -5,93 536 -7,44
2026-05-12 13F Prostatis Group LLC 0 -100,00 0
2026-04-27 13F Arcadia Wealth Management, LLC 2 178 -25,21 202 -26,64
2026-05-06 13F Gerber Kawasaki Wealth & Investment Management 114 115 -4,74 10 583 -6,17
2026-04-07 13F Eastern Bank 25 -62,12 2 -66,67
2026-05-08 13F Joseph Group Capital Management 3 834 -15,08 356 -16,47
2026-05-14 13F Tempo Wealth, LLC 4 508 -0,97 418 -2,34
2026-05-13 13F Edmond De Rothschild Holding S.a. 3 826 -45,05 355 -45,95
2026-02-11 13F First Command Advisory Services, Inc. 0 -100,00 0
2026-04-22 13F Traphagen Investment Advisors Llc 7 020 -10,42 651 -11,67
2026-04-10 13F OMNI 360 Wealth, Inc. 4 158 -3,21 386 -5,17
2026-01-16 13F Trust Co Of Vermont 4 670 -16,26 440 -17,17
2026-04-30 13F Sequoia Financial Advisors, LLC 151 073 -3,42 14 011 -4,88
2026-02-11 13F Parallel Advisors, LLC 74 807 -11,49 7 044 -12,41
2026-05-11 13F WFA of San Diego, LLC 7 760 -2,99 720 -4,52
2026-04-08 13F Ptm Wealth Management, Llc 9 357 -0,35 874 -0,91
2026-01-29 13F RMG Wealth Management LLC 0 -100,00 0
2026-05-13 13F/A Jpmorgan Chase & Co 1 865 981 -47,33 171 092 -48,71
2026-04-17 13F Monticello Wealth Management, Llc 57 219 -0,01 5 307 -1,52
2026-05-07 13F FourThought Financial Partners, LLC 0 -100,00 0
2026-05-11 13F Insight Advisors, LLC/ PA 2 387 -2,33 221 -3,91
2026-05-12 13F Laurel Wealth Advisors LLC 0 -100,00 0
2026-05-06 13F LPL Financial LLC 6 281 097 -0,12 582 509 -1,63
2026-05-04 13F Sound Portfolio Advisors, LLC 66 668 -1,59 6 183 -3,07
2026-05-11 13F Citigroup Inc 200 801 -14,07 18 622 -15,37
2026-05-05 13F Birchwood Financial Partners, Inc. 799 -9,51 74 -10,84
2026-04-30 13F First Horizon Corp 175 -42,62 16 -42,86
2026-04-30 13F Petix & Botte Co 17 655 -52,22 3 275 -5,89
2026-05-15 13F Shepherd Kaplan Krochuk, Llc 77 426 -2,09 7 180 -3,57
2026-04-28 13F Integrated Advisors Network LLC 12 931 -19,15 1 199 -20,33
2026-05-01 13F Mutual Advisors, LLC 28 165 -17,27 2 612 -18,50
2026-04-20 13F Inscription Capital, LLC 10 462 -28,30 970 -29,35
2026-04-21 13F WT Wealth Management 12 387 -0,34 1 149 -1,88
2026-05-08 13F Glenview Trust Co 5 088 -9,42 472 -10,80
2026-05-12 13F Oakmont Advisory Group, LLC 4 665 -65,22 433 -65,77
2026-04-29 13F WPG Advisers, LLC 2 226 -3,76 206 -5,07
2026-04-09 13F Clarity Capital Advisors, LLC 0 -100,00 0
2026-04-28 13F Winthrop Capital Management, LLC 101 805 -9,49 9 -10,00
2026-02-12 13F Renaissance Technologies Llc 0 -100,00 0
2026-02-03 13F Crossmark Global Holdings, Inc. 0 -100,00 0 -100,00
2026-05-15 13F Two Sigma Investments, Lp 1 250 600 -49,83 115 981 -50,58
2026-01-21 13F Future Financial Wealth Managment LLC 0 -100,00 0
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-04-28 13F Golden State Wealth Management, LLC 23 342 -18,54 2 165 -19,79
2026-05-11 13F Garton & Associates Financial Advisors LLC 0 -100,00 0
2026-04-20 13F Golden Reserve Retirement LLC 0 -100,00 0
2026-04-14 13F Papp L Roy & Associates 78 980 -0,13 7 325 -1,64
2026-04-09 13F Lantz Financial LLC 2 822 -6,21 262 -7,77
2026-05-14 13F Us Bancorp \de\ 707 715 -2,88 65 633 -4,34
2026-05-08 13F Maia Wealth LLC 13 055 -2,76 1 211 -5,32
2026-04-24 13F Horizon Wealth Management, LLC 5 027 -22,73 466 -23,86
2026-05-08 13F Sofos Investments, Inc. 124 -1,59 12 0,00
2026-01-21 13F Erickson Financial Group, LLC 0 -100,00 0 -100,00
2026-05-14 13F Healthcare Of Ontario Pension Plan Trust Fund 0 -100,00 0
2026-04-27 13F Nvwm, Llc 0 -100,00 0
2026-05-13 13F AE Wealth Management LLC 36 746 -66,90 3 408 -67,40
2026-04-03 13F Ridgewood Investments LLC 10 674 -6,93 990 -9,35
2026-05-15 13F Round Rock Advisors, LLC 45 539 -0,87 4 223 -2,36
2026-05-13 13F Lido Advisors, LLC 249 200 -9,17 23 111 -11,44
2026-04-16 13F Capital Advisors, Ltd. LLC 233 687 -3,46 22 -4,55
2026-05-07 13F Advisor Resource Council 10 199 -10,24 946 -11,60
2026-04-13 13F ONE Advisory Partners, LLC 6 086 -12,95 564 -14,29
2026-05-11 13F Shepherd Financial Partners LLC 20 344 -0,23 1 887 -1,72
2026-04-22 13F Investment Advisory Group, LLC 66 157 -0,60 6 135 -2,09
2026-04-08 13F Exchange Bank 6 100 -3,17 566 -4,72
2026-05-06 13F FSA Advisors, Inc. 0 -100,00 0
2026-05-08 13F Blair William & Co/il 79 569 -2,18 7 379 -3,64
2026-05-04 13F Chicago Partners Investment Group LLC 7 678 -3,76 722 -4,50
2026-05-15 13F Bank Of America Corp /de/ 12 775 026 -1,91 1 184 756 -3,39
2026-05-14 13F Klingman & Associates, LLC 361 598 -0,41 33 535 -1,91
2026-04-10 13F BostonPremier Wealth LLC 7 151 -4,21 663 -5,56
2026-04-17 13F Krilogy Financial LLC 8 783 -0,58 829 -1,66
2026-02-13 13F Charles Schwab Investment Management Inc 0 -100,00 0
2026-05-06 13F Eq Llc 5 017 -11,03 465 -12,26
2026-04-24 13F Key FInancial Inc 1 539 -14,93 143 -16,47
2026-05-15 13F Morgan Stanley 12 748 910 -16,33 1 182 334 -17,59
2026-01-23 13F Altfest L J & Co Inc 0 -100,00 0
2026-04-21 13F Avaii Wealth Management, Llc 9 907 -6,38 919 -7,83
2026-04-21 13F Nemes Rush Group LLC 221 -1,78 20 -4,76
2026-05-11 13F COFG Advisors, LLC 5 092 -7,54 472 -8,88
2026-04-06 13F GAMMA Investing LLC 4 416 -2,50 410 -3,99
2026-04-13 13F IFP Advisors, Inc 140 507 -1,22 13 031 -2,72
2026-02-17 13F Citadel Advisors Llc Call 0 -100,00 0
2026-04-28 13F Belpointe Asset Management LLC 6 355 -2,13 589 -3,60
2026-05-14 13F Hrt Financial Lp 15 861 -19,17 1 0,00
2026-04-27 13F Altus Wealth Group LLC 2 419 -57,94 224 -58,60
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 1 336 870 -5,76 124 -7,52
2026-04-17 13F Summit Wealth Partners, LLC 182 452 -3,31 16 921 -4,77
2026-05-07 13F Dakota Wealth Management 58 592 -3,05 5 434 -4,52
2026-04-28 13F Howe & Rusling Inc 213 -45,24 20 -47,22
2026-04-24 13F Mann Financial Group, Inc. 65 958 -8,80 6 117 -10,19
2026-04-17 13F Roxbury Financial LLC 4 547 -0,39 422 -1,86
2026-05-07 13F Tacita Capital Inc 30 517 -4,83 2 830 -6,26
2026-05-06 13F Assetmark, Inc 1 343 205 -13,58 124 569 -14,89
2026-05-14 13F Keebeck Wealth Management, LLC 20 901 -8,44 1 938 -9,82
2026-04-27 13F Syntegra Private Wealth Group, LLC 155 157 -16,75 14 389 -18,01
2026-04-17 13F Cora Capital Advisors Llc 35 694 -2,26 3 310 -3,72
2026-05-05 13F UBS Group AG 3 227 908 -5,57 299 356 -6,99
2026-05-08 13F StrongBox Wealth, LLC 8 507 -5,39 789 -6,86
2026-04-27 13F Actinver Wealth Management, Inc. 5 427 -6,78 503 -8,21
2026-04-14 13F Bay Harbor Wealth Management, LLC 43 -8,51 4 -25,00
2026-05-12 13F Bellwether Advisors, LLC 103 565 -0,58 9 605 -2,08
2026-05-11 13F Pecaut & Co. 0 -100,00 0
2026-05-12 13F Carr Financial Group Corp 35 095 -3,89 3 255 -5,35
2026-04-28 13F Opes Wealth Management LLC 8 940 -5,19 829 -6,54
2026-04-15 13F ARS Wealth Advisors Group, LLC 366 628 -2,88 34 001 -4,34
2026-05-11 13F Savvy Advisors, Inc. 27 995 -6,17 2 596 -7,58
2026-04-23 13F Caliber Wealth Management, LLC / KS 50 838 -2,60 4 715 -4,07
2026-02-11 13F TruNorth Capital Management, LLC 0 -100,00 0
2026-04-28 13F Kingswood Wealth Advisors, Llc 79 801 -6,42 7 401 -7,83
2026-05-14 13F Diversified Enterprises, LLC 33 747 -3,46 3 130 -4,92
2026-05-04 13F Blake Schutter Theil Wealth Advisors, LLC 25 821 -0,05 2 395 -1,56
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-04-28 13F Raleigh Capital Management Inc. 160 -25,23 15 -30,00
2026-05-04 13F Mirae Asset Global Investments Co., Ltd. 45 000 -43,75 4 173 -44,60
2026-04-22 13F Kennedy Investment Group 116 705 -0,44 10 823 -1,94
2026-01-15 13F Wealth Quarterback LLC 0 -100,00 0
2026-04-08 13F Castle Rock Wealth Management, LLC 5 649 -0,53 527 -1,86
2026-04-24 13F National Asset Management, Inc. 3 524 -1,12 323 -3,58
2026-05-06 13F ProVise Management Group, LLC 9 083 -9,20 842 -10,52
2026-05-11 13F Portfolio Design Labs, LLC 101 202 -10,39 9 385 -11,75
2026-04-10 13F Armstrong Advisory Group, Inc 11 599 -1,76 1 076 -3,24
2026-02-17 13F Glenmede Trust Co Na 425 429 -4,87 40 058 -4,36
2026-04-27 13F Lodestar Private Asset Management Llc 24 019 -12,59 2 228 -13,92
2026-05-04 13F Lifeworks Advisors, LLC 0 -100,00 0
2026-05-05 13F Gallacher Capital Management LLC 5 575 -0,07 517 -1,52
2026-02-06 13F Mach-1 Financial Group, Inc. 0 -100,00 0
2026-05-15 13F AlphaCore Capital LLC 57 470 -1,74 5 330 -3,23
2026-04-29 13F American Wealth Advisors, LLC 0 -100,00 0
2026-05-14 13F Gwn Securities Inc. 3 502 -0,57 325 -2,11
2026-04-27 13F Pensionmark Financial Group, Llc 65 710 -4,05 6 094 -5,51
2026-04-30 13F Verdence Capital Advisors LLC 13 573 -4,35 1 259 -5,84
2026-04-17 13F Wealth Management Partners, LLC 26 661 -4,30 2 473 -5,76
2026-04-17 13F BCS Wealth Management 0 -100,00 0
2026-04-28 13F Stephens Inc /ar/ 19 616 -0,67 1 819 -2,15
2026-04-13 13F Pettinga Financial Advisors, LLC 0 -100,00 0
2026-05-04 13F Savant Capital, LLC 91 655 -5,61 8 500 -7,03
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 0 -100,00 0
2026-04-21 13F FLP Wealth Management, LLC 0 -100,00 0
2026-05-15 13F Wealth Watch Advisors, INC 0 -100,00 0
2026-04-20 13F Apella Capital, LLC 109 218 -8,08 10 360 -7,40
2026-05-14 13F Roehl & Yi Investment Advisors, LLC 46 783 -3,34 4 339 -4,81
2026-04-24 13F Capital Asset Advisory Services LLC 16 999 -11,30 1 611 -11,15
2026-05-05 13F Beaumont Financial Advisors, LLC 3 643 -1,09 338 -2,60
2026-05-15 13F Mercer Global Advisors Inc /adv 1 077 889 -14,97 99 963 -16,25
2026-05-09 13F MSH Capital Advisors LLC 2 320 -3,77 215 -5,29
2026-04-22 13F LifeSteps Financial, Inc. 5 822 -1,71 540 -3,23
2026-05-01 13F/A Lodestone Wealth Management LLC 2 014 -1,80 187 -3,63
2026-05-11 13F Salomon & Ludwin, LLC 2 086 -4,97 195 -5,83
2026-04-20 13F Financial Enhancement Group LLC 91 076 -55,28 8 639 -55,03
2026-02-17 13F High Falls Advisors, Inc 9 112 -6,85 858 -7,74
2026-04-17 13F Baker Ellis Asset Management LLC 0 -100,00 0
2026-04-20 13F Kestra Private Wealth Services, Llc 14 258 -6,43 1 322 -7,81
2026-05-08 13F Rik Saylor Financial, Inc. 43 326 -1,76 4 018 -3,23
2026-05-15 13F Tudor Investment Corp Et Al 2 506 -98,47 232 -98,50
2026-02-10 13F Rice Partnership, LLC 0 -100,00 0
2026-04-16 13F BridgePort Financial Solutions, LLC 87 001 -4,15 8 068 -5,59
2026-04-22 13F Spire Wealth Management 20 128 -0,04 1 867 -1,58
2026-05-15 13F Shufro Rose & Co Llc 13 519 -8,34 1 254 -9,73
2026-05-15 13F Brown Advisory Inc 15 283 -2,24 1 417 -3,74
2026-04-21 13F Trilogy Capital Inc. 37 433 -7,30 3 472 -8,71
2026-05-14 13F Galvin, Gaustad & Stein, LLC 5 221 -0,17 484 -1,63
2026-05-04 13F Retirement Planning Group 17 925 -0,21 1 662 -1,71
2026-05-15 13F Cardiff Park Advisors, Llc 10 535 -26,68 977 -27,74
2026-02-11 13F Ipsen Advisor Group LLC 0 -100,00 0
2026-04-23 13F Castellan Group, LLC 0 -100,00 0
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2 980 -8,14 276 -9,51
2026-05-15 13F Advisor Group Holdings, Inc. 818 745 -16,00 75 952 -17,27
2026-05-14 13F Neuberger Berman Group LLC 7 164 -29,91 664 -30,98
2026-05-12 13F IFG Advisory, LLC 1 401 -96,22 130 -96,30
2026-05-14 13F Hazlett, Burt & Watson, Inc. 933 -7,53 0
2026-04-15 13F Aventus Investment Advisors, Inc. 6 411 -6,53 595 -7,91
2026-04-28 13F Whittier Trust Co Of Nevada Inc 5 226 -1,88 488 -2,98
2026-05-28 13F Cozad Asset Management Inc 43 070 -1,99 3 994 -3,46
2026-05-14 13F Jacobi Capital Management LLC 13 651 -2,75 1 266 -4,24
2026-04-21 13F Sugar Maple Asset Management, LLC 34 651 -0,08 3 214 -1,59
2026-04-29 13F Horst & Graben Wealth Management LLC 2 316 -4,77 217 -5,26
2026-05-01 13F Holistic Planning, LLC 7 822 -5,22 725 -6,69
2026-05-12 13F Avant Capital LLC 72 021 -3,31 6 679 -4,76
2026-05-13 13F First Citizens Bank & Trust Co 20 228 -17,96 1 876 -19,22
2026-05-01 13F Associated Banc-corp 3 912 -36,65 363 -37,69
2026-04-24 13F Patten Group, Inc. 4 744 -11,38 440 -12,90
2026-05-06 13F Intrust Bank Na 68 114 -66,33 6 317 -66,85
2026-05-04 13F Redwood Park Advisors LLC 67 364 -0,13 6 247 -1,64
2026-05-14 13F Rockefeller Capital Management L.P. 200 055 -1,24 18 553 -2,73
2026-05-15 13F Macquarie Group Ltd 0 -100,00 0
2026-05-12 13F M Holdings Securities, Inc. 46 323 -16,69 4 -20,00
2026-04-13 13F Kelly Financial Services LLC 4 160 -2,64 386 -4,23
2026-05-01 13F Advisors Capital Management, LLC 7 703 -7,46 714 -8,81
2026-05-13 13F Park Square Financial Group, LLC 0 -100,00 0
2026-05-16 13F Arete Wealth Advisors, LLC 0 -100,00 0
2026-05-14 13F Safeguard Investment Advisory Group, LLC 13 405 -12,41 1 243 -13,74
2026-02-12 13F CIBC Private Wealth Group, LLC 16 021 -8,14 1 509 -9,10
2026-05-12 13F Ellis Investment Partners, LLC 16 642 -14,60 1 543 -15,87
2026-05-11 13F PCA Investment Advisory Services Inc. 17 456 -10,68 1 619 -12,07
2026-04-17 13F Mainstream Capital Management LLC 5 625 -0,05 522 -1,51
2026-04-14 13F ACT Advisors, LLC. 23 055 -0,81 2 138 -2,29
2026-02-10 13F Baker Avenue Asset Management, LP 0 -100,00 0
2026-04-17 13F Stonehearth Capital Management, LLC 6 563 -8,09 609 -9,52
2026-02-13 13F SYM FINANCIAL Corp Call 0 -100,00 0 -100,00
2026-04-27 13F PFG Investments, LLC 7 744 -63,85 718 -64,40
2026-04-28 13F Bfsg, Llc 353 -16,55 33 -17,95
2026-04-21 13F OneAscent Wealth Management LLC 2 850 -8,33 264 -9,59
2026-05-08 13F Compass Financial Group, Inc. (Ohio) 63 728 -5,34 5 910 -6,77
2026-04-29 13F WealthPLAN Partners, LLC 0 -100,00 0
2026-04-22 13F Coastal Investment Advisors, Inc. 2 138 -39,91 198 -40,90
2026-04-27 13F Tanglewood Legacy Advisors, LLC 20 391 -1,49 1 891 -2,98
2026-05-06 13F Hartland & Co., LLC 80 348 -4,03 7 451 -5,47
2026-06-02 13F Norris Financial Group, LLC 0 -100,00 0 -100,00
2026-04-28 13F Robertson Stephens Wealth Management, LLC 19 173 -6,13 1 778 -7,54
2026-01-29 13F Comerica Bank 186 307 -8,15 17 543 -9,10
2026-04-22 13F TPG Advisors LLC 22 743 -5,13 2 109 -6,56
2026-05-12 13F Anchor Capital Advisors Llc 0 -100,00 0
2026-04-15 13F AlphaStar Capital Management, LLC 4 110 -8,01 381 -9,29
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 32 253 -7,35 2 991 -8,76
2026-04-27 13F Iron Financial, LLC 11 238 -22,19 1 042 -23,33
2026-02-02 13F Independence Asset Advisors, LLC 0 -100,00 0
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 2 641 -11,17 245 -12,54
2026-04-28 13F CAP Partners, LLC 4 290 -0,30 398 -1,98
2026-02-12 13F Grey Fox Wealth Advisors, LLC 0 -100,00 0
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-05-15 13F Vertex Planning Partners, LLC 6 558 -0,02 608 -1,46
2026-05-08 13F Coldstream Capital Management Inc 3 551 -4,10 329 -5,46
2026-05-15 13F MAI Capital Management 698 393 -2,01 64 769 -3,49
2026-04-14 13F Southland Equity Partners LLC 14 771 -2,46 1 370 -3,93
2026-05-11 13F Haverford Trust Co 46 666 -12,93 4 328 -14,25
2026-05-01 13F Citizens Financial Group Inc/ri 234 954 -0,67 21 790 -2,16
2026-04-20 13F Jfs Wealth Advisors, Llc 2 403 -57,15 223 -57,95
2026-04-20 13F White Pine Investment CO 129 715 -0,89 12 0,00
2026-05-01 13F Richardson Financial Services Inc. 4 568 -8,09 424 -9,42
2026-04-23 13F Vista Investment Partners Ii, Llc 2 505 -1,34 232 -2,93
2026-05-20 13F Hobbs Group Advisors, LLC 36 620 -3,48 3 396 -4,93
2026-04-14 13F XY Planning Network, Inc. 22 006 -3,24 2 039 -4,76
2026-04-27 13F Apeiron RIA LLC 4 318 -45,94 400 -47,09
2026-05-14 13F Roof Eidam & Maycock/adv 20 822 -2,51 1 931 -3,98
2026-04-29 13F Clear Point Advisors Inc. 0 -100,00 0
2026-04-23 13F Emerald Advisors, LLC 15 438 -51,05 1 432 -51,80
2026-01-29 13F New Century Financial Group, LLC 0 -100,00 0
2026-05-14 13F Pinnacle Family Advisors, LLC 2 554 -52,12 237 -52,99
2026-04-17 13F PMG Wealth Management, Inc. 11 513 -0,39 1 068 -1,93
2026-04-14 13F Value Investment Professionals, LLC 0 -100,00 0
2026-05-04 13F Carrera Capital Advisors 138 278 -15,80 12 824 -17,07
2026-05-01 13F Compass Financial Services Inc 0 -100,00 0
2026-05-07 13F Zevin Asset Management Llc 0 -100,00 0
2026-04-16 13F Financial Management Network Inc 5 592 -6,30 525 -6,09
2026-05-14 13F Simplex Trading, Llc 361 -28,09 33 -29,79
2026-05-14 13F StoneX Group Inc. 6 969 -13,19 646 -14,55
2026-05-07 13F Mullooly Asset Management, Inc. 38 931 -0,86 3 610 -2,35
2026-04-13 13F 5T Wealth, LLC 16 475 -4,09 1 528 -5,57
2026-04-30 13F Acorn Wealth Advisors, LLC 39 254 -2,64 3 640 -4,11
2026-04-21 13F Polaris Investment Advisors, LLC 3 009 -59,20 279 -59,80
2026-01-05 13F Chesapeake Asset Management Llc 0 -100,00 0 -100,00
2026-05-12 13F Benjamin Edwards Inc 18 440 -5,78 1 711 -7,22
2026-04-24 13F KPP Advisory Services LLC 3 872 -0,10 359 -1,37
2026-05-12 13F Absolute Capital Management, LLC 2 258 -0,35 209 -1,88
2026-05-15 13F Cape Investment Advisory, Inc. 0 -100,00 0
2026-04-29 13F CFS Investment Advisory Services, LLC 14 194 -4,60 1 346 -3,93
2026-01-12 13F Heartwood Wealth Advisors LLC 0 -100,00 0
2026-05-15 13F Citadel Advisors Llc Put 8 600 -46,58 798 -47,39
2026-02-17 13F Balyasny Asset Management Llc 0 -100,00 0
2026-05-01 13F Valmark Advisers, Inc. 181 946 -15,29 16 874 -16,57
2026-05-27 13F Security Financial Services, INC. 6 700 -24,52 621 -25,63
2026-04-22 13F Norris Perne & French Llp/mi 0 -100,00 0
2026-05-13 13F Calton & Associates, Inc. 31 317 -14,47 2 904 -15,75
2026-05-01 13F International Assets Investment Management, Llc 13 385 -6,03 1 240 -7,53
2026-01-09 13F Appleton Partners Inc/ma 0 -100,00 0
2026-04-13 13F Woodside Wealth Management LLC 41 479 -7,80 3 847 -9,21
2026-05-15 13F Keating Financial Advisory Services, Inc. 12 676 -11,80 1 176 -13,16
2026-04-16 13F Stephen J. Garry & Associates, Llc 9 545 -5,07 885 -6,45
2026-05-15 13F TRUE Private Wealth Advisors 3 282 -0,12 304 -1,62
2026-05-15 13F Mission Wealth Management, Lp 7 002 -29,21 649 -30,29
2026-04-07 13F Fragasso Group Inc. 45 768 -5,51 4 276 -6,25
2026-04-16 13F Capital Investment Advisors, LLC 2 754 -9,14 255 -10,53
2026-05-08 13F Resources Investment Advisors, LLC. 226 716 -3,36 21 026 -4,82
2026-05-13 13F Kingdom Financial Group LLC. 749 -68,90 69 -69,47
2026-05-13 13F Natixis Advisors, L.p. 27 260 -15,85 3 -33,33
2026-04-27 13F Trademark Financial Management, LLC 3 198 -11,97 297 -13,45
2026-05-08 13F New England Private Wealth Advisors LLC 97 384 -4,13 9 031 -5,57
2026-05-11 13F Elevate Wealth Advisory, Inc 18 381 -2,04 1 705 -3,51
2026-04-13 13F Mather Group, Llc. 74 942 -0,46 6 950 -1,96
2026-04-22 13F Janney Montgomery Scott LLC 617 480 -8,04 57 -9,52
2026-04-29 13F Financial Life Advisors 5 602 -0,53 520 -2,08
2026-05-15 13F PFG Private Wealth Management, LLC 5 979 -2,29 554 -3,82
2026-05-15 13F Change Path, LLC 127 008 -11,29 11 779 -12,63
2026-05-14 13F Phillips Wealth Planners LLC 3 425 -5,62 322 -5,85
2026-05-08 13F Schrum Private Wealth Management LLC 8 611 -1,42 799 -2,92
2026-05-07 13F Key Capital Management, INC 106 -56,73 10 -60,87
2026-05-15 13F Weaver Consulting Group 38 328 -1,13 3 555 -2,63
2026-01-22 13F O'Brien Wealth Partners LLC 9 119 -10,51 859 -11,46
2026-04-17 13F HHM Wealth Advisors, LLC 41 232 -1,79 3 824 -3,29
2026-04-13 13F Garrett Investment Advisors LLC 37 178 -4,16 3 448 -5,61
2026-05-04 13F Westside Investment Management, Inc. 2 134 -12,47 198 -13,54
2026-05-04 13F Citizens National Bank Trust Department 1 520 -4,46 141 -6,04
2026-04-28 13F/A First Citizens Asset Management, Inc. 71 107 -49,20 5 147 -50,54
2026-04-27 13F TCI Wealth Advisors, Inc. 4 544 -0,79 421 -2,32
2026-05-14 13F HighPoint Advisor Group LLC 19 249 -7,32 1 785 -8,70
2026-04-27 13F/A New World Advisors LLC 0 -100,00 0
2026-04-10 13F Insight Wealth Strategies, LLC 19 475 -84,98 1 806 -85,20
2026-05-14 13F Cowa, Llc 19 075 -2,09 1 769 -3,54
2026-05-08 13F Steward Partners Investment Advisory, Llc 634 361 -4,79 58 831 -6,23
2026-05-12 13F Summit Trail Advisors, Llc 17 074 -9,01 1 583 -10,36
2026-05-12 13F Turning Point Benefit Group, Inc. 0 -100,00 0
2026-04-17 13F Sovereign Financial Group, Inc. 6 896 -3,54 640 -5,05
2026-04-27 13F Soltis Investment Advisors LLC 12 524 -0,46 1 162 -1,94
2026-04-16 13F Lexington Hill Partners, LLC 18 989 -45,47 1 761 -46,28
2026-04-10 13F Perigon Wealth Management, LLC 59 940 -5,78 5 559 -7,21
2026-05-11 13F Strategic Family Wealth Counselors, L.L.C. 22 788 -1,14 2 113 -2,04
2026-05-01 13F 180 Wealth Advisors, Llc 21 950 -1,13 2 036 -2,63
2026-02-17 13F Capital Insight Partners, Llc 20 602 -17,61 1 940 -18,46
2026-05-11 13F Pathstone Holdings, LLC 33 929 -5,75 3 147 -7,17
2026-05-05 13F Cherry Tree Wealth Management, LLC 13 187 -1,39 1 223 -2,94
2026-04-17 13F Bell Investment Advisors, Inc 38 630 -1,01 3 583 -2,50
2026-05-07 13F Symphony Financial Services, Inc. 24 765 -3,15 2 297 -4,61
2026-05-15 13F Ameriprise Financial Inc 2 443 495 -12,99 226 645 -14,27
2026-02-17 13F Junto Capital Management LP 0 -100,00 0
2026-01-12 13F World Equity Group, Inc. 0 -100,00 0
2026-05-14 13F Dynasty Wealth Management, Llc 212 459 -76,22 19 703 -76,58
2026-04-15 13F DecisionMap Wealth Management, LLC 4 878 -73,32 452 -73,74
2026-05-14 13F Fort Point Capital Partners LLC 10 665 -0,32 989 -2,18
2026-04-23 13F Summit Investment Advisory Services, LLC 23 437 -2,71 2 174 -4,19
2026-04-14 13F Nbc Securities, Inc. 14 318 -6,07 1 328 -7,53
2026-05-13 13F Scotia Capital Inc. 17 066 -10,34 1 583 -11,72
2026-02-10 13F Meitav Dash Investments Ltd 0 -100,00 0
2026-04-17 13F Fifth Third Wealth Advisors LLC 2 900 -61,92 269 -62,62
2026-05-12 13F Legacy Advisory Services, LLC 110 547 -14,98 10 252 -16,26
2026-05-04 13F Keeler & Nadler Financial Planning & Wealth Management 74 725 -0,91 6 930 -2,41
2026-05-11 13F Stillwater Wealth Management Group 0 -100,00 0
2026-05-15 13F Palisade Capital Management Llc/nj 0 -100,00 0
2026-05-13 13F Freestone Capital Holdings, LLC 5 645 -2,81 524 -4,21
2026-04-30 13F Independence Bank of Kentucky 63 517 -2,04 5 891 -3,52
2026-05-05 13F Smart Money Group LLC 17 365 -5,78 1 610 -7,20
2026-04-14 13F Patriot Investment Management Inc. 28 495 -0,61 2 643 -2,11
2026-04-08 13F Leonard Rickey Investment Advisors P.L.L.C. 169 816 -3,79 15 749 -5,24
2026-05-15 13F Aqr Capital Management Llc 113 956 -4,45 10 568 -5,89
2026-05-07 13F MONECO Advisors, LLC 105 812 -3,48 9 813 -4,94
2026-05-15 13F/A EverSource Wealth Advisors, LLC 3 101 -12,45 288 -13,81
2026-04-23 13F Ewa, Llc 15 169 -2,96 1 407 -4,42
2026-04-28 13F Bryant Woods Investment Advisors, LLC 8 134 -2,48 754 -3,95
2026-05-05 13F Bcm Advisors, Llc 29 264 -14,20 2 761 -14,68
2026-04-08 13F Selby Wealth Management, LLC 20 193 -4,99 1 873 -6,45
2026-05-12 13F Wescott Financial Advisory Group, LLC 15 857 -2,29 1 471 -3,73
2026-05-04 13F Alta Wealth Advisors LLC 7 557 -2,30 701 -3,85
2026-02-13 13F LGT Financial Advisors LLC 0 -100,00 0
2026-05-12 13F Rsm Us Wealth Management Llc 206 453 -4,85 19 146 -7,06
2026-04-21 13F Pallas Capital Advisors LLC 21 900 -31,54 2 031 -32,57
2026-04-30 13F LRI Investments, LLC 246 -4,28 23 -8,33
2026-05-12 13F Centric Wealth Management 16 500 -1,20 1 557 -2,26
2026-04-21 13F Columbus Macro, LLC 4 706 -3,74 436 -5,22
2026-04-08 13F Birchbrook, Inc. 72 320 -2,52 6 707 -3,99
2026-04-08 13F McNaughton Wealth Management, LLC 46 762 -5,31 4 337 -6,75
2026-04-29 13F Rockwood Wealth Management, LLC 3 144 -1,96 292 -3,32
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 100 376 -63,09 9 309 -63,64
2026-05-01 13F Securian Asset Management, Inc 837 287 -3,79 77 650 -5,24
2026-04-03 13F Investors Research Corp 186 -31,37 17 -32,00
2026-04-15 13F Register Financial Advisors LLC 3 743 -2,32 347 -3,61
2026-05-05 13F Crestwood Advisors Group LLC 42 582 -5,97 3 948 -7,41
2026-04-24 13F Brown Financial Advisory 6 452 -23,30 598 -24,49
2026-05-04 13F Calamos Wealth Management LLC 92 811 -2,50 8 607 -3,97
2026-05-11 13F BankPlus Trust Department 592 -6,03 55 -8,47
2026-04-01 13F First Financial Bank - Trust Division 9 465 -6,20 878 -7,68
2026-02-17 13F BTG Pactual Asset Management US LLC 0 -100,00 0
2026-05-12 13F Thoroughbred Financial Services, Llc 15 106 -8,63 1 0,00
2026-02-04 13F Dogwood Wealth Management LLC 0 -100,00 0
2026-05-11 13F MCF Advisors LLC 992 -0,10 92 -1,08
2026-05-13 13F Visionary Wealth Advisors 28 639 -1,49 2 656 -3,00
2026-04-22 13F Apollon Financial, LLC 53 926 -2,19 5 001 -3,66
2026-05-15 13F Goldman Sachs Group Inc 123 606 -25,63 11 463 -26,74
2026-04-21 13F GFG Capital, LLC 15 804 -14,86 1 466 -16,14
2026-04-15 13F Valley National Advisers Inc 91 -79,22 0
2026-04-15 13F Seacrest Wealth Management, Llc 2 972 -19,68 276 -20,98
2026-04-28 13F Stratos Wealth Partners, LTD. 187 090 -22,52 17 351 -23,69
2026-05-08 13F Fortis Group Advisors, LLC 14 536 -3,11 1 373 -3,58
2026-04-28 13F B.O.S.S. Retirement Advisors, LLC 0 -100,00 0
2026-05-11 13F United Bank 4 018 -33,03 373 -34,04
2026-02-11 13F Advocacy Wealth Management Services, LLC 0 -100,00 0
2026-04-23 13F Mattern Wealth Management LLC 12 512 -0,05 1 160 -1,53
2026-04-16 13F Center For Asset Management LLC 8 290 -21,06 769 -22,27
2026-01-30 13F Spreng Capital Management, Inc. 0 -100,00 0
2026-04-27 13F Moran Wealth Management, LLC 0 -100,00 0
2026-05-06 13F Greenwood Gearhart Inc 0 -100,00 0
2026-05-11 13F CAPROCK Group, Inc. 17 963 -1,70 1 666 -3,20
2026-05-08 13F Creekmur Asset Management LLC 0 -100,00 0
2026-05-14 13F JustInvest LLC 4 668 -2,36 433 -4,00
2026-04-17 13F Braeburn Wealth Management LLC 19 485 -1,51 1 807 -2,95
2026-05-12 13F/A Granite FO LLC 6 543 -58,65 607 -59,30
2026-05-15 13F Briggs Wealth Management, Inc 5 107 -2,95 474 -4,44
2026-02-11 13F Capital Group Private Client Services, Inc. 0 -100,00 0 -100,00
2026-04-13 13F Enclave Advisors LLC 4 161 -11,18 386 -12,70
2026-05-12 13F M&t Bank Corp 86 002 -10,84 7 976 -12,19
2026-05-07 13F Legacy Wealth Managment, LLC/ID 215 -5,29 20 -9,52
2026-05-15 13F Fiduciary Trust Co 44 448 -0,62 4 122 -2,11
2026-04-29 13F Garde Capital, Inc. 6 219 -10,25 577 -11,66
2026-05-05 13F Landing Point Financial Group, LLC 0 -100,00 0
2026-05-15 13F Perennial Investment Advisors, LLC 13 838 -1,66 1 283 -3,17
2026-05-13 13F Bank Of Montreal /can/ 64 016 -10,43 5 937 -11,78
2026-05-07 13F Beta Wealth Group, Inc. 12 199 -0,85 1 131 -2,33
2026-02-17 13F SageView Advisory Group, LLC 73 022 -3,55 6 876 -4,54
2026-04-15 13F BDFS Capital LLC 2 747 -0,11 255 -1,55
2026-04-20 13F Pathfinder Wealth Consulting, Inc. 5 104 -2,71 473 -4,06
2026-05-11 13F Commerce Bank 43 851 -4,31 4 067 -5,77
2026-05-14 13F Guardian Asset Advisors, LLC 2 822 -96,63 262 -96,69
2026-05-15 13F Ascent Group, LLC 96 445 -8,60 8 944 -9,97
2026-04-08 13F Ccg Wealth Management, Llc 15 984 -0,39 1 482 -1,85
2026-05-13 13F PKS Advisory Services, LLC 7 225 -11,49 663 -13,67
2026-05-15 13F Ancora Advisors, LLC 110 591 -1,90 10 256 -3,38
2026-04-23 13F waypoint wealth counsel 0 -100,00 0
2026-04-17 13F Aspire Growth Partners LLC 16 371 -0,32 1 518 -1,81
2026-04-24 13F Crux Wealth Advisors 2 651 -3,35 246 -5,04
2026-05-12 13F CIBC Bancorp USA Inc. 16 098 -7,70 1 493 -10,07
2026-04-24 13F Enzi Wealth 33 155 -12,47 3 075 -14,23
2026-05-14 13F Trustmark National Bank Trust Department 14 500 -18,43 1 345 -19,67
2026-01-23 13F Ball & Co Wealth Management Inc. 0 -100,00 0
2026-04-10 13F FORM Wealth Advisors, LLC 10 031 -50,47 930 -51,23
2026-05-13 13F Peck Wealth Management, LLC 0 -100,00 0
2026-04-24 13F Stock Yards Bank & Trust Co 84 546 -6,27 7 841 -7,69
2026-04-17 13F Trinity Wealth Management, LLC 167 481 -0,31 15 532 -1,81
2026-04-08 13F Fermata Advisors, LLC 3 658 -0,14 339 -1,45
2026-04-13 13F Foster Group, Inc. 33 615 -2,63 3 117 -4,09
2026-05-15 13F Concentric Capital Strategies, LP 0 -100,00 0
2026-04-29 13F Marino, Stram & Associates Llc 32 572 -1,83 3 021 -3,33
2026-04-27 13F Mount Yale Investment Advisors, LLC 16 996 -34,32 1 576 -35,30
2026-05-14 13F Ade, Llc 39 088 -10,12 3 625 -11,46
2026-05-06 13F Shared Vision Wealth Group LLC 0 -100,00 0
2026-05-15 13F Cresset Asset Management, LLC 106 583 -3,09 9 885 -4,56
2026-05-12 13F Great Diamond Partners, LLC 0 -100,00 0
2026-05-05 13F West Michigan Advisors, Llc 7 965 -5,64 739 -7,05
2026-05-01 13F Signature Resources Capital Management, LLC 1 421 -15,21 132 -16,56
2026-05-07 13F Johnson Financial Group, Inc. 32 808 -2,38 3 043 -3,86
2026-05-15 13F Royal Bank Of Canada 1 558 899 -6,30 144 574 -7,71
2026-02-10 13F Bridges Investment Management Inc 0 -100,00 0
2026-02-12 13F Tripletail Wealth Management, LLC 0 -100,00 0
2026-04-10 13F Harpswell Capital Advisors, LLC 4 000 -27,27 371 -28,43
2026-04-21 13F Pinnacle Associates Ltd 2 488 -26,37 231 -27,67
2026-04-10 13F Intellectus Partners, LLC 18 133 -0,09 1 682 -1,58
2026-05-05 13F Journey Advisory Group, LLC 218 582 -1,60 20 271 -3,08
2026-05-06 13F Gryphon Financial Partners LLC 0 -100,00 0
2026-05-04 13F Milestones Private Investment Advisors LLC 8 610 -47,44 798 -48,25
2026-05-11 13F Integrity Alliance, Llc. 18 897 -4,94 1 753 -6,36
2026-04-22 13F Caldwell Trust Co 1 095 -31,35 102 -32,67
2026-05-06 13F Hershey Financial Advisers, LLC 12 624 -29,50 1 171 -30,60
2026-05-13 13F BlackRock, Inc. 3 219 933 -22,63 298 617 -23,80
2026-04-24 13F Alexis Investment Partners, LLC 0 -100,00 0
2026-04-13 13F Winthrop Advisory Group LLC 2 778 -11,61 258 -12,88
2026-05-01 13F BKD Wealth Advisors, LLC 21 282 -75,25 1 974 -75,63
2026-04-21 13F Alpine Bank Wealth Management 42 657 -9,94 3 956 -11,28
2026-05-15 13F IHT Wealth Management, LLC 81 233 -11,69 7 534 -13,02
2026-04-17 13F Stewardship Advisors, LLC 4 139 -13,08 384 -14,51
2026-04-29 13F/A Perryman Financial Advisory Inc /ad 32 192 -4,32 2 986 -5,78
2026-04-29 13F Garner Asset Management Corp 0 -100,00 0
2026-04-21 13F Accredited Investor Services, Llc 24 851 -0,78 2 305 -2,29
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 945 -35,63 88 -36,96
2026-05-13 13F Transcend Wealth Collective, Llc 10 678 -0,22 990 -1,69
2026-04-20 13F SILVER OAK SECURITIES, Inc 7 835 -75,44 727 -76,03
2026-02-17 13F Forefront Analytics, LLC 0 -100,00 0
2026-04-27 13F Wbh Advisory Inc 6 747 -8,34 625 -9,81
2026-04-08 13F Miracle Mile Advisors, LLC 17 178 -31,85 1 593 -32,87
2026-04-15 13F Planning Directions Inc 4 730 -1,91 439 -3,52
2026-05-08 13F Pnc Financial Services Group, Inc. 4 482 760 -3,99 415 731 -5,44
2026-05-13 13F NFP Retirement, Inc. 6 726 -0,25 624 -1,74
2026-05-14 13F Baird Financial Group, Inc. 87 132 -13,22 8 081 -14,53
2026-05-14 13F Evergreen Capital Management Llc 110 483 -0,57 10 246 -2,06
2026-04-22 13F Wetzel Investment Advisors, Inc. 13 617 -6,55 1 263 -8,02
2026-02-03 13F Lubar & Co., Inc 0 -100,00 0
2026-05-15 13F Walsh & Associates, LLC 1 085 -31,55 101 -32,89
2026-05-11 13F Daymark Wealth Partners, Llc 2 712 -41,18 252 -42,17
2026-05-04 13F Mml Investors Services, Llc 365 834 -28,02 33 927 -29,11
2026-05-01 13F Strategic Wealth Advisors LLC 575 -14,18 0
2026-04-07 13F Legacy Private Trust Co. 29 478 -31,00 2 734 -32,05
2026-05-05 13F Plante Moran Financial Advisors, LLC 334 -33,99 31 -36,17
2026-05-01 13F Lester Murray Antman dba SimplyRich 217 943 -1,26 20 0,00
2026-04-22 13F Patton Fund Management, Inc. 0 -100,00 0
2026-05-14 13F Aries Wealth Management 29 299 -2,61 2 717 -4,06
2026-04-24 13F Essex Financial Services, Inc. 76 155 -0,14 7 063 -1,64
2026-04-06 13F Karras Company, Inc. 12 909 -10,69 1 197 -11,99
2026-05-11 13F Tranquilli Financial Advisor LLC 21 262 -6,09 1 972 -7,51
2026-05-12 13F GGM Financials LLC 30 452 -0,41 2 824 -1,91
2026-05-14 13F Integrity Financial Corp /WA 1 942 -20,51 180 -21,74
2026-05-07 13F First National Trust Co 2 376 -0,38 220 -1,79
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-05-05 13F Bank of New York Mellon Corp 532 541 -0,82 49 388 -2,32
2026-05-05 13F Bank Julius Baer & Co. Ltd, Zurich 0 -100,00 0
2026-05-06 13F Quest 10 Wealth Builders, Inc. 117 -35,36 11 -41,18
2026-04-15 13F Cypress Wealth Services, LLC 7 380 -3,34 684 -4,74
2026-05-12 13F Ameritas Advisory Services, LLC 29 086 -7,19 2 697 -8,58
2026-05-13 13F Brinker Capital Investments, LLC 58 542 -20,79 5 429 -21,97
2026-04-30 13F Walled Lake Planning & Wealth Management, Llc 172 101 -0,58 15 961 -2,08
2026-05-12 13F Entrust Financial Llc 346 -7,49 32 -8,57
2026-04-13 13F Chris Bulman Inc 2 716 -25,75 252 -27,03
2026-05-13 13F Baron Silver Stevens Financial Advisors, Llc 216 124 -3,74 20 043 -5,20
2026-05-12 13F Colonial Trust Advisors 57 953 -1,95 5 375 -3,43
2026-02-14 13F POM Investment Strategies, LLC 0 -100,00 0
2026-05-15 13F CI Private Wealth, LLC 59 544 -11,73 5 279 -16,91
2026-05-12 13F Colonial Trust Co / SC 5 130 -0,12 476 -1,66
2026-05-15 13F Alliancebernstein L.p. 301 846 -5,10 28 422 -5,10
2026-04-30 13F Ibex Wealth Advisors 75 860 -8,79 7 035 -10,16
2026-05-15 13F IMG Wealth Management, Inc. 1 737 -50,00 161 -50,76
2026-04-07 13F Farther Finance Advisors, LLC 37 851 -6,07 3 508 -7,56
2026-05-08 13F LaSalle St. Investment Advisors, LLC 0 -100,00 0
2026-05-11 13F Commonwealth Retirement Investments LLC 0 -100,00 0
2026-05-07 13F Wells Financial Advisors INC 9 502 -74,71 881 -75,09
2026-02-02 13F Stuart Chaussee & Associates, Inc. 0 -100,00 0
2026-05-12 13F Insigneo Advisory Services, Llc 3 408 -7,97 316 -9,20
2026-01-30 13F Urban Wealth Management, LLC 0 -100,00 0 -100,00
2026-04-28 13F Quent Capital, LLC 26 -77,78 2 -81,82
2026-04-21 13F Keystone Financial Group, Inc. 4 682 -16,50 434 -17,65
2026-05-15 13F Family Management Corp 21 694 -67,29 2 012 -67,80
2026-01-16 13F Aspire Private Capital, LLC 0 -100,00 0 -100,00
2026-05-11 13F HBK Sorce Advisory LLC 0 -100,00 0
2026-04-22 13F Princeton Global Asset Management LLC 600 -94,74 56 -94,87
2026-05-04 13F Stage Harbor Financial, Llc 2 346 -1,84 218 -3,56
2026-05-14 13F Cwm, Llc 733 419 -7,83 68 017 91 814,86
2026-04-30 13F Legacy Financial Advisors, Inc. 11 049 -50,50 1 025 -51,26
2026-05-14 13F Cambria Investment Management, L.P. 5 725 -14,18 531 -15,61
2026-05-06 13F Quadrant Private Wealth Management, LLC 5 249 -27,80 487 -28,95
2026-04-23 13F Strategic Point Investment Advisors, LLC 40 730 -4,73 3 777 -6,16
2026-04-10 13F Magnus Financial Group LLC 0 -100,00 0
2026-05-14 13F Ieq Capital, Llc 7 014 -45,19 651 -46,06
2026-04-24 13F Merited Wealth, LLC 0 -100,00 0
2026-04-21 13F Spectrum Asset Management, Inc. (NB/CA) 49 279 -59,86 4 570 -60,46
2026-01-23 13F Keener Financial Planning LLC 0 -100,00 0
2026-05-07 13F Northwestern Mutual Wealth Management Co 1 521 231 -9,19 141 079 -10,56
2026-04-13 13F Massmutual Trust Co Fsb/adv 480 -35,83 45 -37,14
2026-05-14 13F Davis Wealth Advisors, LLC 2 173 -1,98 202 -3,37
2026-02-09 13F Global Assets Advisory, LLC 0 -100,00 0
2026-04-08 13F JGP Wealth Management, LLC 7 427 -0,31 689 -1,85
2026-02-13 13F Graney & King, LLC 0 -100,00 0
2026-02-11 13F Goodman Advisory Group, LLC 0 -100,00 0
2026-04-20 13F Independent Wealth Network Inc. 0 -100,00 0
2026-05-11 13F Aptus Capital Advisors, LLC 70 042 -10,15 6 496 -11,51
2026-04-13 13F Fiduciary Financial Group, Llc 22 610 -4,28 2 097 -5,76
2026-05-01 13F Wealthspire Advisors, LLC 6 964 -30,88 646 -31,96
2026-05-12 13F Hilltop Partners LLC 21 439 -1,41 1 988 -2,88
2026-04-17 13F Provident Wealth Management, LLC 13 440 -3,44 1 246 -4,89
2026-04-16 13F Ttp Investments, Inc. 0 -100,00 0
2026-02-05 13F HighMark Wealth Management LLC 0 -100,00 0
2026-05-07 13F Sagespring Wealth Partners, Llc 243 173 -7,07 22 552 -8,47
2026-05-04 13F Worth Financial Advisory Group, LLC 0 -100,00 0
2026-04-21 13F Centennial Advisors, LLC 0 -100,00 0
2026-05-08 13F Compass Capital Corp /ma/ /adv 12 059 -7,64 1 135 -9,27
2026-04-16 13F Genesis Private Wealth, Llc 7 988 -2,20 741 -3,77
2026-04-24 13F Newton One Investments LLC 329 -10,60 31 -11,76
2026-04-23 13F Atlas Private Wealth Advisors 7 394 -35,34 686 -36,34
2026-05-06 13F Leuthold Group, Llc 0 -100,00 0
2026-05-08 13F Comprehensive Financial Consultants Institutional, Inc. 15 728 -0,47 1 459 -1,95
2026-04-10 13F First Bank & Trust 4 851 -0,66 450 -2,18
2026-04-15 13F Ridgeline Wealth, LLC 2 367 -14,33 220 -15,77
2026-04-23 13F Blue Rock Wealth Management LLC 10 248 -0,29 950 -1,76
2026-04-29 13F Capital Planning LLC 114 795 -1,39 10 646 -2,34
2026-05-07 13F MA Private Wealth 98 668 -0,17 9 150 -1,68
2026-05-12 13F Jane Street Group, Llc 0 -100,00 0 -100,00
2026-05-06 13F Oxford Financial Group Ltd 3 391 -5,52 314 -6,82
2026-04-15 13F Fifth Third Securities, Inc. 5 014 -2,36 465 -3,73
2026-05-05 13F Sanctuary Advisors, LLC 215 810 -4,70 20 014 -6,14
2026-05-07 13F New Insight Wealth Advisors 15 557 -3,11 1 443 -4,57
2026-05-06 13F Bartlett & Co. Wealth Management Llc 3 248 -5,47 306 -5,26
2026-02-12 13F Cloud Capital Management, LLC 0 -100,00 0
2026-04-15 13F Bernardo Wealth Planning LLC 19 286 -7,89 1 789 -9,28
2026-04-29 13F/A Salem Investment Counselors Inc 16 683 -2,65 1 547 -4,09
2026-05-14 13F Sumitomo Mitsui Financial Group, Inc. 10 -97,21 1 -100,00
2026-04-07 13F Park Avenue Securities Llc 266 927 -13,80 25 -17,24
2026-05-12 13F Pacific Center for Financial Services 231 033 -3,07 21 426 -5,52
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 203 693 -3,78 18 598 -6,72
2026-02-09 13F Allium Financial Advisors, Llc 0 -100,00 0 -100,00
2026-04-24 13F Goldstone Financial Group, LLC 13 325 -0,58 1 236 -2,14
2026-05-14 13F Capital Analysts, Inc. 3 434 -86,47 0 -100,00
2026-05-12 13F Tiaa Trust, National Association 0 -100,00 0
2026-05-15 13F Intelligence Driven Advisers, LLC 0 -100,00 0
2026-05-13 13F Kovitz Investment Group Partners, LLC 2 298 -11,34 213 -12,70
2026-04-09 13F Brown Wealth Management, Llc 34 485 -0,19 3 198 -1,69
2026-04-23 13F Macco Financial Group, Inc. 0 -100,00 0
2026-02-17 13F Running Point Capital Advisors, LLC 65 404 -9,52 6 158 -10,44
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 4 469 -1,37 414 -2,82
2026-04-17 13F High Net Worth Advisory Group LLC 56 032 -2,60 5 196 -4,06
2026-05-27 13F/A Maripau Wealth Management Llc 3 879 -8,41 360 -9,80
2026-04-28 13F TritonPoint Partners, LLC 0 -100,00 0
2026-04-22 13F Hoese & Co LLP 17 681 -5,37 1 640 -6,82
2026-01-23 13F Smallwood Wealth Investment Management, LLC 0 -100,00 0
2026-04-30 13F Simplicity Wealth,LLC 5 888 -11,74 546 -13,06
2026-04-09 13F Mechanics Bank Trust Department 27 213 -7,43 2 524 -8,82
2026-02-06 13F Forefront Wealth Partners, LLC 0 -100,00 0
2026-02-12 13F Commonwealth Equity Services, Llc 1 995 478 -2,01 187 894 97 254,40
2026-05-13 13F SRS Capital Advisors, Inc. 44 710 -3,03 4 146 -4,49
2026-01-23 13F BSW Wealth Partners 0 -100,00 0 -100,00
2026-04-27 13F Beacon Financial Advisory LLC 7 863 -1,06 729 -2,54
2026-04-17 13F Webster Bank, N. A. 5 823 -2,59 540 -3,91
2026-04-15 13F Sarver Vrooman Wealth Advisors 3 442 -91,11 319 -91,25
2026-01-20 13F Family Legacy Financial Solutions, LLC 0 -100,00 0
2026-04-08 13F NorthCrest Asset Manangement, LLC 11 851 -2,17 1 106 -2,81
2026-05-05 13F Wealthfront Advisers Llc 6 868 -27,99 637 -29,18
2026-01-12 13F Lvm Capital Management Ltd/mi 0 -100,00 0
2026-04-06 13F Acima Private Wealth, Llc 106 -43,62 10 -47,06
2026-05-14 13F VestGen Advisors, LLC 8 098 -20,30 765 -19,98
2026-04-21 13F MBE Wealth Management, LLC 7 915 -0,04 734 -1,48
2026-04-28 13F K2 Financial Inc. 11 930 -0,08 1 122 -0,53
2026-05-01 13F Midwest Trust Co 7 031 -4,60 652 -5,92
2026-05-11 13F Ashton Thomas Private Wealth, LLC 36 809 -9,44 3 414 -10,82
2026-05-08 13F AAFCPAs Wealth Management, LLC 0 -100,00 0
2026-05-13 13F Lloyd Advisory Services, LLC. 749 -61,33 69 -62,09
2026-05-08 13F Opus Financial Solutions LLC 3 456 -2,81 321 -4,19
2026-05-05 13F Investment Partners, Ltd. 31 162 -14,47 2 890 -15,77
2026-04-24 13F Private Advisor Group, LLC 492 726 -2,09 45 695 -3,57
2026-05-12 13F Aspiriant, Llc 83 101 -0,13 7 707 -1,63
2026-02-11 13F Syon Capital Llc 0 -100,00 0 -100,00
2026-04-10 13F Ballew Advisors, Inc 16 930 -24,31 1 589 -24,62
2026-04-23 13F Fairway Wealth LLC 0 -100,00 0
2026-04-28 13F ORG Wealth Partners, LLC 1 051 -14,76 98 -16,38
2026-05-06 13F Sentinus, LLC 2 929 -19,49 272 -20,76
2026-05-07 13F Avidian Wealth Solutions, LLC 6 942 -4,59 644 -6,13
2026-04-08 13F Arlington Trust Co LLC 678 -6,87 63 -8,82
2026-04-27 13F FF Advisors,LLC 6 394 -0,47 603 -0,17
2026-04-20 13F Brandywine Oak Private Wealth Llc 35 074 -4,43 3 253 -5,88
2026-05-15 13F National Bank Of Canada /fi/ 24 329 -2,79 2 256 -4,24
2026-04-27 13F Garrett Wealth Advisory Group, LLC 109 318 -2,48 10 138 -3,94
2026-04-14 13F Focus Financial Network, Inc. 45 014 -9,45 4 175 -10,81
2026-05-04 13F Hibernia Wealth Partners, LLC 53 106 -16,21 4 925 -17,46
2026-04-16 13F Phillips Financial Management, Llc 0 -100,00 0
2026-04-17 13F Burns J W & Co Inc/ny 3 000 -0,30 278 -1,77
2026-05-06 13F MTM Investment Management, LLC 1 373 -40,59 127 -41,47
2026-04-23 13F Accurate Wealth Management, LLC 0 -100,00 0
2026-04-24 13F Root Financial Partners, LLC 1 154 -3,59 107 -4,46
2026-05-12 13F Liberty Wealth Management Llc 8 917 -16,21 828 -17,47
2026-05-06 13F MorganRosel Wealth Management, LLC 29 241 -70,85 2 712 -71,29
2026-05-13 13F Signature Equity Partners, LLC 217 -54,03 20 -54,55
2026-04-14 13F Well Done, LLC 228 169 -6,58 21 160 -7,99
2026-04-30 13F Mv Capital Management, Inc. 157 477 -25,49 14 604 -26,61
2026-02-17 13F Custos Family Office, LLC 87 678 -11,74 8 256 -12,65
2026-05-05 13F Kickstand Ventures, Llc. 2 687 -0,37 249 -1,58
2026-04-29 13F Axxcess Wealth Management, Llc 0 -100,00 0
2026-05-04 13F Nwam Llc 21 524 -16,39 1 996 -18,33
2026-05-14 13F Wealth Alliance 5 864 -4,21 544 -5,73
2026-05-15 13F Qube Research & Technologies Ltd 53 176 -85,98 4 932 -86,20
2026-05-12 13F Jane Street Group, Llc Call 3 100 -59,21 287 -59,86
2026-05-01 13F Smart Portfolios, LLC 4 090 -7,61 379 -8,89
2026-05-07 13F Grandview Asset Management LLC 3 216 -34,94 298 -35,91
2026-04-20 13F Sowell Financial Services LLC 103 559 -2,12 9 604 -3,58
2026-04-27 13F Latitude Advisors, LLC 4 407 -1,89 409 -3,55
2026-02-11 13F Straight Path Wealth Management 0 -100,00 0
2026-05-06 13F Arcus Capital Partners, LLC 20 665 -2,55 1 917 -4,01
2026-05-04 13F TFR Capital, LLC. 2 696 -1,28 250 -2,72
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