Temel İstatistikler
| Kurumsal Sahipler | 436 total, 436 long only, 0 short only, 0 long/short - change of 8,11% MRQ |
| Ortalama Portföy Dağıtımı | 0.3078 % - change of -1,91% MRQ |
| Kurumsal Hisseler (Uzun) | 102.187.950 (ex 13D/G) - change of 0,69MM shares 5,84% MRQ |
| Kurumsal Değer (Uzun) | $ 2.433.297 USD ($1000) |
Kurumsal Mülkiyet ve Hissedarlar
iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF (MX:IBDR) var 436 Menkul Kıymetler Borsası Komisyonuna (SEC) 13D/G veya 13F formları dolduran kurumsal sahipler ve hissedarlar. Bu kurumların toplam 102,187,950 hissesi bulunmaktadır. En büyük hissedarlar arasındakiler: Bank Of America Corp /de/, Hm Payson & Co, Mercer Global Advisors Inc /adv, LPL Financial LLC, Morgan Stanley, Raymond James Financial Inc, Captrust Financial Advisors, Sound View Wealth Advisors Group, LLC, Sarver Vrooman Wealth Advisors, and Ameriprise Financial Inc .
iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF (BMV:IBDR) kurumsal mülkiyet yapısı, kurum ve fonlara göre şirketteki mevcut pozisyonların yanı sıra pozisyon büyüklüğündeki son değişiklikleri gösterir. Büyük hissedarlar bireysel yatırımcıları, yatırım fonlarını, hedge fonlarını veya kurumları içerebilir. Çizelge 13D, yatırımcının şirketin %5inden fazlasını elinde bulundurduğunu (veya elinde önceden bulundurduğunu) ve iş stratejisinde aktif olarak bir değişiklik yapmayı planladığını (veya önceden planladığını) gösterir. Çizelge 13G, %5in üzerinde pasif yatırımı gösterir.
Fon Eğilim Skoru
Fon Eğilim Skoru (diğer adıyla Sahiplik Birikimi Skoru), fonlar tarafından en çok satın alınan hisse senetlerini bulur. En yüksek düzeyde kurumsal birikime sahip şirketleri tanımlayan karmaşık, çok faktörlü kantitatif bir modelin sonucudur. Skorlama modeli, açıklanan sahiplerdeki toplam artışın, bu sahiplerdeki portföy dağıtımındaki değişikliklerin ve diğer ölçümlerin bir kombinasyonunu kullanır. Sayı 0dan 100e kadar değişir; daha yüksek sayılar emsallerine göre daha yüksek bir birikim düzeyine işaret eder ve 50 ortalamadır.
Güncelleme Sıklığı: Günlük
En üst düzey şirketlerin listesini sağlayan Sahiplik Gezginine bakın.
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13F ve NPORT Başvuruları
13F başvurularına ilişkin ayrıntılar ücretsizdir. NP başvurularına ilişkin ayrıntılar premium üyelik gerektirir. Yeşil satırlar yeni pozisyonları gösterir. Kırmızı satırlar kapalı pozisyonları gösterir. Tam işlem geçmişini görmek için linkesimgesine tıklayınız.
Yükseltin
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| Dosya Tarihi | Kaynak | Yatırımcı | Tür | Ortalama Fiyat (Tahmin) |
Hisseler | Δ Hisseler (%) |
Bildirilen Değer (1000$) |
Δ Değer (%) |
Bağlantı Noktası Dağıtımı (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-29 | 13F | Comerica Bank | 40.719 | -21,91 | 987 | -22,18 | ||||
| 2026-01-14 | 13F | Eastern Bank | 1.440 | 0,00 | 35 | 0,00 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 45.209 | 49,03 | 1.095 | 48,58 | ||||
| 2026-02-11 | 13F | Deutsche Bank Ag\ | 148.989 | -13,06 | 3.610 | -13,30 | ||||
| 2026-01-20 | 13F | LifePlan Financial, LLC | 83.254 | -23,31 | 2.017 | -23,54 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 752.932 | 4,02 | 18.243 | 3,72 | ||||
| 2026-02-06 | 13F | Empirical Asset Management, LLC | 15.130 | -32,18 | 367 | -32,47 | ||||
| 2026-02-10 | 13F | American Money Management, LLC | 14.325 | 347 | ||||||
| 2026-01-27 | 13F | Regions Financial Corp | 219.741 | 102,11 | 5.324 | 101,59 | ||||
| 2026-01-12 | 13F | RVW Wealth, LLC | 1.318.361 | 16,06 | 31.944 | 15,72 | ||||
| 2026-02-05 | 13F | Beese Fulmer Investment Management, Inc. | 152.071 | 3,54 | 3.685 | 3,25 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Morgan Stanley | 3.878.527 | 4,59 | 93.977 | 4,29 | ||||
| 2025-11-12 | 13F | Creative Financial Designs Inc /adv | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Crescent Grove Advisors, LLC | 49.030 | -15,82 | 1.188 | -16,11 | ||||
| 2026-02-12 | 13F | Adviser Investments LLC | 8.277 | 0,00 | 201 | -0,50 | ||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 40.574 | 10,96 | 983 | 10,70 | ||||
| 2026-01-23 | 13F | Gilbert Capital Group, Inc. | 37.652 | -10,56 | 912 | -10,85 | ||||
| 2025-11-13 | 13F | Eight 31 Financial Llc | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Highland Financial Advisors, LLC | 10.575 | 0,00 | 256 | 0,00 | ||||
| 2026-02-10 | 13F | Spinnaker Trust | 539.916 | 11,12 | 13.082 | 10,81 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 14.660 | 22,41 | 355 | 21,99 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 46.324 | 1.122 | ||||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 10.160 | 246 | ||||||
| 2026-02-11 | 13F | Eldridge Investment Advisors, Inc. | 68.564 | 10,82 | 1.661 | 10,51 | ||||
| 2026-02-03 | 13F | Heartland Bank & Trust Co | 175.441 | 8,87 | 4.251 | 8,56 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 19.622 | 0 | ||||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 23.486 | 538,38 | 569 | 539,33 | ||||
| 2026-01-27 | 13F | Summit Wealth Partners, LLC | 27.599 | -13,75 | 669 | -14,03 | ||||
| 2026-01-23 | 13F | Timber Creek Capital Management LLC | 39.650 | 2,74 | 961 | 2,45 | ||||
| 2026-01-26 | 13F | Sonata Capital Group Inc | 147.148 | -1,35 | 3.565 | 118.733,33 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 55.774 | -21,02 | 1.351 | -21,05 | ||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 2.520 | 0,00 | 61 | 0,00 | ||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 22.097 | 0,00 | 537 | 0,19 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 95.352 | 5,03 | 2.310 | 4,71 | ||||
| 2026-02-17 | 13F | Prosperity Bancshares Inc | 2.000 | 48 | ||||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 263.933 | 3,72 | 6.395 | 3,43 | ||||
| 2026-02-12 | 13F | Hm Payson & Co | 4.283.152 | 20,31 | 103.781 | 19,97 | ||||
| 2026-02-13 | 13F | Focused Alpha, Llc | 36.305 | 880 | ||||||
| 2026-01-08 | 13F | Armstrong Advisory Group, Inc | 1.670 | 0,00 | 40 | 0,00 | ||||
| 2026-01-29 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 207 | -4,61 | ||||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 64.986 | 1.575 | ||||||
| 2026-01-22 | 13F | HHM Wealth Advisors, LLC | 3.775 | 0,00 | 91 | 0,00 | ||||
| 2026-01-21 | 13F | Fulton Breakefield Broenniman Llc | 258.676 | -2,83 | 6.268 | -3,11 | ||||
| 2026-02-13 | 13F | AlTi Global, Inc. | 63.400 | 0,00 | 1.536 | -0,26 | ||||
| 2026-01-27 | 13F | Financial Advisory Corp | 14.951 | 1,40 | 362 | 1,12 | ||||
| 2026-01-27 | 13F | Breachway Investments LLC | 127.062 | 3.079 | ||||||
| 2025-10-28 | 13F | First National Corp /ma/ /adv | 17.562 | 0,00 | 426 | 0,00 | ||||
| 2026-01-15 | 13F | Ironwood Financial, llc | 336.465 | 21,81 | 8.156 | 21,50 | ||||
| 2026-02-06 | 13F | Commonwealth Financial Services, LLC | 85.229 | 15,54 | 2.065 | 15,23 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 830.956 | 0,74 | 20.134 | 0,45 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 5.770 | 140 | ||||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 79.971 | 0,00 | 1.938 | -0,31 | ||||
| 2026-01-27 | 13F | Probity Advisors, Inc. | 207.223 | 28,18 | 5.021 | 27,83 | ||||
| 2026-02-10 | 13F | Arcadia Investment Management Corp/mi | 1.500 | -66,67 | 36 | -66,97 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 2.947 | -6,95 | 71 | -6,58 | ||||
| 2025-10-21 | 13F | Vishria Bird Financial Group, LLC | 86.973 | 2.113 | ||||||
| 2026-01-05 | 13F | Coastline Trust Co | 7.371 | 0,00 | 179 | -0,56 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 369.292 | -41,02 | 8.948 | -41,19 | ||||
| 2026-02-03 | 13F | Bokf, Na | 2.069 | 50 | ||||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 1.211 | 0,00 | 29 | 0,00 | ||||
| 2026-01-22 | 13F | Iron Financial, LLC | 155.305 | 1,12 | 3.763 | 0,83 | ||||
| 2026-02-13 | 13F | Venture Visionary Partners LLC | 829.557 | 11,34 | 20.244 | 11,82 | ||||
| 2026-01-13 | 13F | Capital Investment Advisors, LLC | 541.186 | 24,70 | 13.113 | 24,33 | ||||
| 2026-01-12 | 13F | Quantum Financial Advisors, LLC | 213.170 | 3,84 | 5.165 | 3,55 | ||||
| 2026-02-06 | 13F | FourThought Financial Partners, LLC | 42.896 | 46,35 | 1.039 | 45,93 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 18.824 | 7,38 | 456 | 7,04 | ||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 800 | 0,00 | 19 | 0,00 | ||||
| 2026-01-27 | 13F | Duncker Streett & Co Inc | 23.894 | 0,00 | 579 | -0,34 | ||||
| 2026-02-02 | 13F | Alliance Wealth Advisors, LLC /UT | 34.557 | -19,01 | 837 | -19,21 | ||||
| 2026-03-06 | 13F | Brighton Securities Corp. | 109.522 | 2.654 | ||||||
| 2026-01-29 | 13F | Calamos Wealth Management LLC | 9.060 | 0,00 | 220 | -0,45 | ||||
| 2025-09-24 | NP | LDRC - iShares iBonds 1-5 Year Corporate Ladder ETF | 74.822 | 0,36 | 1.811 | 0,33 | ||||
| 2026-02-10 | 13F | Weaver Consulting Group | 149.939 | -4,50 | 3.633 | -4,77 | ||||
| 2026-01-15 | 13F | Rebalance, Llc | 772.737 | 9,98 | 18.723 | 9,66 | ||||
| 2026-01-08 | 13F | Pine Haven Investment Counsel, Inc | 14.700 | 22,50 | 356 | 22,34 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 20.314 | 12,47 | 492 | 12,33 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Blue Barn Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 557.348 | 7,86 | 13.505 | 7,55 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 823 | 0,00 | 20 | 0,00 | ||||
| 2026-02-09 | 13F | MTM Investment Management, LLC | 2.000 | 0,00 | 48 | 0,00 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 4.260 | 15,01 | ||||||
| 2026-01-29 | 13F | Scissortail Wealth Management, LLC | 115.189 | 7,92 | 2.791 | 7,64 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 372.176 | 166,38 | 9 | 200,00 | ||||
| 2026-02-12 | 13F | Keeler THomas Management LLC | 375.082 | 9.088 | -6,33 | |||||
| 2026-01-12 | 13F | Sax Wealth Advisors, Llc | 361.295 | 14,64 | 8.754 | 14,31 | ||||
| 2026-01-23 | 13F | Ritholtz Wealth Management | 12.030 | 0,24 | 291 | 0,00 | ||||
| 2026-02-11 | 13F | Bradley & Co. Private Wealth Management, LLC | 625 | 0,00 | 15 | 0,00 | ||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 780 | -97,55 | 19 | -97,67 | ||||
| 2026-02-03 | 13F | Koshinski Asset Management, Inc. | 14.057 | 5,29 | 341 | 4,94 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 229.106 | -25,18 | 5.551 | -25,39 | ||||
| 2026-02-02 | 13F | KPP Advisory Services LLC | 15.115 | 21,57 | 366 | 21,19 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 21.307 | 516 | ||||||
| 2026-02-13 | 13F | Gould Asset Management Llc /ca/ | 56.560 | 0,59 | 1.370 | 0,29 | ||||
| 2026-01-08 | 13F | Baker Tilly Financial, Llc | 9.760 | 0,00 | 236 | -0,42 | ||||
| 2026-02-02 | 13F | Dudley Capital Management, Llc | 47.292 | 93,82 | 1.146 | 93,41 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 330.066 | -10,56 | 7.998 | -10,72 | ||||
| 2026-01-29 | 13F/A | Stockman Wealth Management, Inc. | 18.169 | 0,00 | 440 | -0,23 | ||||
| 2026-01-27 | 13F | Smith, Salley & Associates | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Spire Wealth Management | 19.667 | 17,74 | 477 | 17,53 | ||||
| 2025-11-17 | 13F | WJ Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Stony Point Wealth Management Inc. | 14.615 | 9,16 | 354 | 8,92 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 484.335 | -22,12 | 11.735 | -22,19 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 326.570 | 54,18 | 7.913 | 53,72 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 249.666 | 2,81 | 6.098 | 3,34 | ||||
| 2026-01-27 | 13F | Klaas Financial Asset Advisors, LLC | 82.403 | 10,82 | 1.997 | 10,52 | ||||
| 2026-02-12 | 13F | Valley Forge Investment Consultants Inc Adv | 13.672 | 1,05 | 331 | 0,91 | ||||
| 2026-01-29 | 13F | Klingman & Associates, LLC | 712.284 | -11,28 | 17.259 | -11,54 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 214.311 | 16,67 | 5.193 | 16,33 | ||||
| 2026-01-22 | 13F | Newman Dignan & Sheerar, Inc. | 12.987 | -26,56 | 315 | -26,81 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 42.967 | -25,76 | 1.042 | -25,62 | ||||
| 2026-02-11 | 13F | Montis Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 85.316 | 9,19 | 2.067 | 8,90 | ||||
| 2026-01-15 | 13F | McGlone Suttner Wealth Management, Inc. | 161.878 | 24,58 | 3.922 | 24,23 | ||||
| 2026-01-05 | 13F | GAMMA Investing LLC | 4.958 | 2,02 | 120 | 1,69 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 161.252 | -43,05 | 3.907 | -43,21 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 74.440 | 0,42 | 1.804 | 0,11 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 4.140 | 0,00 | 100 | 0,00 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 104.537 | 164,64 | 2.533 | 164,03 | ||||
| 2026-01-08 | 13F | MKT Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 130.272 | 7,09 | 3.156 | 6,80 | ||||
| 2026-01-29 | 13F | Resonant Capital Advisors, LLC | 258.186 | 4,45 | 6.256 | 4,15 | ||||
| 2026-02-02 | 13F | Riverstone Advisors, LLC | 19.521 | 0,60 | 473 | 0,21 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 23.748 | 3,95 | 575 | 3,60 | ||||
| 2026-01-05 | 13F | Burkett Financial Services, Llc | 2.344 | 57 | ||||||
| 2026-02-17 | 13F | Hyposwiss Advisors SA | 1.035 | 25 | ||||||
| 2026-02-13 | 13F | Wiregrass Investment Management Llc | 15.700 | 380 | ||||||
| 2026-01-22 | 13F | Kennebec Savings Bank | 665 | 0,00 | 16 | 0,00 | ||||
| 2026-02-10 | 13F | Black Swift Group, LLC | 66.665 | -12,64 | 1.615 | -12,89 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 229.501 | -4,26 | 6 | 0,00 | ||||
| 2026-01-26 | 13F | Sightline Wealth Advisors, LLC | 163.022 | -8,34 | 3.950 | -8,59 | ||||
| 2026-02-11 | 13F | Trust Co of Kansas | 13.973 | 0 | ||||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 774.107 | 10,25 | 18.757 | 9,93 | ||||
| 2026-02-17 | 13F | Stokes Family Office, LLC | 40.843 | 0,00 | 990 | -0,30 | ||||
| 2026-02-17 | 13F | Greenline Partners, LLC | 123.877 | -33,28 | 3.002 | -33,47 | ||||
| 2026-01-29 | 13F | Integras Partners LLC | 265.970 | 2,59 | 6.444 | 2,30 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 396.553 | -3,26 | 9.608 | -3,54 | ||||
| 2026-02-13 | 13F | 10Elms LLP | 46.299 | -5,34 | 1.122 | -5,64 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 2.917.315 | 94,68 | 70.687 | 94,12 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 462 | -94,30 | ||||||
| 2026-01-15 | 13F | Trust Co | 12.113 | 76,01 | 293 | 75,45 | ||||
| 2026-01-14 | 13F | J. L. Bainbridge & Co., Inc. | 9.148 | 0,00 | 222 | -0,45 | ||||
| 2026-01-26 | 13F | Virginia Wealth Management Group, Inc. | 200.585 | 3,21 | 4.860 | 2,92 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 13.642 | 0,00 | 331 | -0,30 | ||||
| 2026-01-21 | 13F | Nestegg Advisors, Inc. | 23.084 | -6,35 | 559 | -6,52 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 5.999 | -4,43 | ||||||
| 2026-01-26 | 13F | Phillips Financial Management, Llc | 117.313 | 9,32 | 2.842 | 9,01 | ||||
| 2026-01-28 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 2.000 | 0,00 | 49 | 0,00 | ||||
| 2026-02-18 | 13F | Kastel Capital Advisors, LLC | 22.464 | 544 | ||||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 1.326 | 18,82 | ||||||
| 2026-02-06 | 13F | Great Diamond Partners, LLC | 142.789 | 34,02 | 3.460 | 33,60 | ||||
| 2026-02-09 | 13F | Morris Financial Concepts, Inc. | 1.073 | 0,00 | 26 | -3,85 | ||||
| 2026-02-12 | 13F | Lbmc Investment Advisors, Llc | 5.155 | 11,03 | ||||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 82.937 | -3,59 | 2.010 | -3,88 | ||||
| 2025-11-14 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Livet Wealth, LLC | 61.527 | 1.491 | ||||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 165 | 1,23 | 0 | |||||
| 2026-02-11 | 13F | Cooper/haims Advisors, Llc | 12.706 | 0,00 | 308 | -0,32 | ||||
| 2026-01-23 | 13F | Curbstone Financial Management Corp | 21.698 | 526 | ||||||
| 2026-01-23 | 13F | First PREMIER Bank | 315 | 0,00 | 0 | |||||
| 2026-02-09 | 13F | Twin Cities Retirement Group LLC | 35.703 | 865 | ||||||
| 2026-02-05 | 13F | Hills Bank & Trust Co | 64.487 | 279,00 | 1.563 | 278,21 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 24.864 | 0,00 | 602 | -0,33 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 17.122 | -29,77 | 415 | -30,07 | ||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 159.018 | 30,55 | 3.853 | 30,21 | ||||
| 2026-02-06 | 13F | Harbor Advisory Corp /ma/ | 67.891 | 6,26 | 1.645 | 5,93 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Summitry Llc | 11.568 | -2,80 | 280 | -3,11 | ||||
| 2026-01-15 | 13F | One + One Wealth Management, Llc | 59.602 | 1,39 | 1.444 | 1,12 | ||||
| 2026-02-06 | 13F | Aviance Capital Partners, LLC | 198.965 | 4.821 | ||||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 12.660 | 77,21 | 0 | |||||
| 2026-01-29 | 13F | First Interstate Bank | 30.798 | 0,00 | 746 | -0,27 | ||||
| 2026-01-30 | 13F | AMG National Trust Bank | 11.598 | 0,00 | 281 | 0,00 | ||||
| 2026-01-23 | 13F | Ogorek Anthony Joseph /ny/ /adv | 450 | -0,44 | 0 | |||||
| 2026-02-04 | 13F | Gratus Wealth Advisors, LLC | 1.436.539 | 5,14 | 34.807 | 4,84 | ||||
| 2026-01-30 | 13F | Laurel Wealth Advisors LLC | 252.502 | -0,44 | 6.118 | -0,71 | ||||
| 2026-02-11 | 13F | Hamel Associates, Inc. | 238.950 | 5.790 | ||||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 1.486.976 | 2,06 | 36.030 | 1,77 | ||||
| 2026-01-22 | 13F | Yoder Wealth Management, Inc. | 12.950 | 17,73 | 314 | 17,23 | ||||
| 2026-02-04 | 13F | Foundry Financial Group, Inc. | 81.155 | -27,94 | 1.966 | -28,14 | ||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 8.493 | 0,00 | 0 | |||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 37.600 | 12,83 | 911 | 12,61 | ||||
| 2026-01-20 | 13F | SOA Wealth Advisors, LLC. | 68 | 0,00 | 2 | 0,00 | ||||
| 2026-02-09 | 13F | Leavell Investment Management, Inc. | 372.071 | 10,60 | 9.015 | 10,29 | ||||
| 2026-01-26 | 13F | Strid Group, LLC | 589.521 | 2,62 | 14.284 | 2,32 | ||||
| 2026-01-16 | 13F | Oldfather Financial Services, LLC | 31.107 | 0,00 | 754 | -0,26 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 217.067 | -31,83 | 5.260 | -32,04 | ||||
| 2026-02-17 | 13F | Peloton Wealth Strategists | 301.825 | -0,75 | 7 | 0,00 | ||||
| 2026-02-09 | 13F | PSI Advisors, LLC | 45.226 | 90,02 | 1.096 | 89,45 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 10.413 | -2,65 | 252 | -3,46 | ||||
| 2026-01-23 | 13F | Patriot Investment Management Inc. | 29.569 | 0,00 | 716 | -0,28 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 10.033 | 3,48 | 243 | 3,40 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 0 | -100,00 | ||||||
| 2026-02-13 | 13F | Northwest Bancshares, Inc. | 60.967 | -1,68 | 1.477 | -1,93 | ||||
| 2026-02-02 | 13F | CENTRAL TRUST Co | 636.652 | 8,51 | 15.426 | 8,21 | ||||
| 2025-10-24 | 13F | Hemington Wealth Management | 1.327 | 0,00 | 0 | |||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 7.535 | 0,01 | 183 | -0,55 | ||||
| 2026-01-29 | 13F | Mattern Capital Management, Llc | 22.870 | 0,00 | 554 | -0,18 | ||||
| 2026-01-15 | 13F | Brookstone Capital Management | 31.430 | -5,20 | 762 | -5,47 | ||||
| 2026-02-11 | 13F | Stonebrook Private Inc. | 130.430 | 3.160 | ||||||
| 2026-01-15 | 13F | Archford Capital Strategies, LLC | 58.392 | 0,89 | 1.415 | 0,57 | ||||
| 2026-02-12 | 13F | Reliant Wealth Planning | 56.432 | 1,80 | 1.367 | 1,48 | ||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 5.345 | -4,31 | 130 | -4,44 | ||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 16.221 | -39,83 | 393 | -40,00 | ||||
| 2026-01-29 | 13F | James Investment Research Inc | 73.593 | 1.783 | ||||||
| 2026-02-04 | 13F | Certior Financial Group, Llc | 9.310 | 226 | ||||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 148.775 | 50,18 | 3.605 | 49,73 | ||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 40.637 | 30,17 | 1 | |||||
| 2026-02-12 | 13F | Bank of Jackson Hole Trust | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 6.404 | -5,52 | 155 | -5,49 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 982.857 | 275,60 | 23.815 | 274,55 | ||||
| 2026-01-16 | 13F | Wealth Advisory Solutions, LLC | 11.426 | 5,44 | 277 | 4,94 | ||||
| 2026-01-27 | 13F | Novem Group | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Oak Harbor Wealth Partners, Llc | 8.338 | 202 | ||||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 3.000 | -55,22 | 73 | -55,56 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 4.136.377 | 15,52 | 100.262 | 15,23 | ||||
| 2026-01-23 | 13F | Nbt Bank N A /ny | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Balentine LLC | 276.815 | 39,87 | 6.707 | 39,47 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 5.992 | 33,96 | 145 | 34,26 | ||||
| 2026-01-21 | 13F | Beaumont Asset Management, L.L.C. | 264.526 | 10,07 | 6.409 | 9,76 | ||||
| 2026-02-09 | 13F | Robinson Smith Wealth Advisors Llc | 28.252 | 0,00 | 685 | -0,29 | ||||
| 2026-02-06 | 13F | Summit Wealth Group, LLC | 28.806 | 698 | ||||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 34.230 | 9,92 | 829 | 9,66 | ||||
| 2026-02-09 | 13F | Summit Asset Management, LLC | 20.623 | -97,11 | 500 | -97,12 | ||||
| 2026-02-17 | 13F | First Manhattan Co | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Cwm, Llc | 586.464 | -2,49 | 14 | 0,00 | ||||
| 2026-01-27 | 13F | Penobscot Investment Management Company, Inc. | 112.522 | 105,17 | 2.726 | 104,65 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 1.396.686 | 11,54 | 33.842 | 11,22 | ||||
| 2026-02-11 | 13F | Madden Advisory Services, Inc. | 316.590 | 7.671 | 7,91 | |||||
| 2026-01-23 | 13F | Legacy Bridge, LLC | 1.392 | -11,17 | 34 | -13,16 | ||||
| 2026-02-17 | 13F | Covington Investment Advisors Inc. | 101.270 | 18,64 | 2 | 0,00 | ||||
| 2026-02-02 | 13F | Riverchase Wealth Management, Llc | 105.279 | 7,85 | 2.551 | 7,50 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 1.215.913 | -3,12 | 29.462 | -3,40 | ||||
| 2026-02-24 | 13F | MidFirst Bank | 70.530 | 1.709 | ||||||
| 2026-02-18 | 13F | Crusonia Wealth Advisors LLC | 8.970 | 217 | ||||||
| 2026-02-04 | 13F | Pure Financial Advisors, Inc. | 30.131 | 1,46 | 730 | 1,25 | ||||
| 2026-01-14 | 13F | Chesley Taft & Associates LLC | 109.243 | 5,30 | 2.647 | 5,00 | ||||
| 2026-02-20 | 13F | Wick Capital Partners, LLC | 7.641 | -97,45 | 10.816 | 48,82 | ||||
| 2026-02-12 | 13F | Woodley Farra Manion Portfolio Management Inc | 22.952 | 16,79 | 556 | 16,56 | ||||
| 2026-02-10 | 13F | Black Cypress Capital Management, LLC | 3.500 | 1,98 | 85 | 1,20 | ||||
| 2025-10-23 | 13F | Creative Capital Management Investments LLC | 0 | -100,00 | 0 | |||||
| 2026-01-09 | 13F | IFS Advisors, LLC | 936.131 | 100,36 | 22.682 | 99,79 | ||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 12.109 | 293 | ||||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 1.077.263 | 20,97 | 26.102 | 20,62 | ||||
| 2026-01-21 | 13F | Crews Bank & Trust | 227.620 | 1,94 | 5.515 | 1,66 | ||||
| 2026-01-26 | 13F | Provenance Wealth Advisors, LLC | 21.768 | -33,40 | 527 | -33,63 | ||||
| 2026-01-27 | 13F | Round Rock Advisors, LLC | 109.909 | 0,16 | 2.663 | -0,11 | ||||
| 2025-10-21 | 13F | Capital Advisors Inc/ok | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 639.888 | 44,97 | 15.504 | 44,56 | ||||
| 2026-01-23 | 13F | Actinver Wealth Management, Inc. | 23.002 | -7,70 | 557 | -7,93 | ||||
| 2026-01-27 | 13F | Krilogy Financial LLC | 221.058 | 6,62 | 5.365 | 6,89 | ||||
| 2026-01-28 | 13F/A | TABR Capital Management, LLC | 977.298 | -8,81 | 23.680 | -9,00 | ||||
| 2026-02-10 | 13F | Kesler, Norman & Wride, LLC | 337.230 | 29,34 | 8.171 | 30,22 | ||||
| 2026-01-30 | 13F | United Community Bank | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Arrow Financial Corp | 577.982 | 3,37 | 14.005 | 3,07 | ||||
| 2026-02-05 | 13F | Mesirow Financial Investment Management, Inc. | 445.591 | -21,77 | 10.797 | -22,00 | ||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 97.424 | 5,54 | 2.361 | 5,22 | ||||
| 2026-01-28 | 13F | Schmidt P J Investment Management Inc | 14.566 | -0,05 | 353 | -0,56 | ||||
| 2026-02-11 | 13F | CNB Bank | 3.736 | 146,11 | 91 | 150,00 | ||||
| 2026-02-03 | 13F | Wesbanco Bank Inc | 54.950 | 1.331 | ||||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 18.654 | 9,71 | 452 | 9,20 | ||||
| 2026-02-09 | 13F | Shufro Rose & Co Llc | 1.191.011 | 9,62 | 28.858 | 9,71 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 46.400 | -4,83 | 1.124 | -5,07 | ||||
| 2026-02-04 | 13F | HORAN Wealth, LLC | 34.108 | -14,94 | 826 | -15,20 | ||||
| 2026-02-04 | 13F | Hallmark Capital Management Inc | 76.015 | 1,00 | 1.842 | 0,71 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 315.386 | 9,27 | 7.642 | 8,95 | ||||
| 2026-02-17 | 13F | Bulltick Wealth Management, LLC | 450.515 | 0,00 | 10.916 | -0,29 | ||||
| 2025-11-13 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Lee Financial Co | 468 | -0,21 | ||||||
| 2026-01-05 | 13F | Horizons Wealth Management | 11.862 | -10,29 | 287 | -10,59 | ||||
| 2026-02-02 | 13F | Cypress Point Wealth Management, LLC | 59.000 | 0,00 | 1.430 | -0,28 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 318.248 | 348,56 | 7.711 | 347,27 | ||||
| 2026-01-05 | 13F | Garrett Investment Advisors LLC | 57.185 | -8,90 | 1.386 | -9,18 | ||||
| 2026-01-23 | 13F | Atwater Malick LLC | 33.677 | 3,95 | 816 | 3,56 | ||||
| 2026-02-13 | 13F | Mosaic Family Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Praetorian Wealth Management, Inc. | 249.114 | 2,88 | 6.036 | 2,60 | ||||
| 2026-01-08 | 13F | Adirondack Trust Co | 33.145 | 6,36 | 803 | 6,08 | ||||
| 2026-01-16 | 13F | Cyr Financial Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-04 | 13F | Woodmont Investment Counsel Llc | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Sachetta, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | First Fiduciary Investment Counsel, Inc. | 78.448 | -0,86 | 2 | 0,00 | ||||
| 2026-01-09 | 13F | Montecito Bank & Trust | 72.241 | 12,00 | 1.750 | 11,68 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 14.305 | 0,00 | 347 | -0,29 | ||||
| 2026-02-23 | 13F | Mv Capital Management, Inc. | 721.664 | 10,65 | 17.486 | 10,55 | ||||
| 2025-10-02 | 13F | Bank of New Hampshire | 9.925 | 1,74 | 241 | 2,12 | ||||
| 2026-01-15 | 13F | Windsor Capital Management, LLC | 10.107 | 0,27 | ||||||
| 2026-01-28 | 13F | Walleye Partners, LLC | 14.821 | 359 | ||||||
| 2026-03-04 | 13F | SHP Wealth Management | 275 | 7 | ||||||
| 2026-02-13 | 13F | Element Wealth, LLC | 51.209 | -3,79 | 1.241 | -4,10 | ||||
| 2026-01-21 | 13F | Sowell Financial Services LLC | 205.191 | 6,99 | 4.972 | 6,67 | ||||
| 2026-02-04 | 13F | Centric Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Kerntke Otto McGlone Wealth Management Group | 26.721 | -0,20 | 647 | -0,46 | ||||
| 2026-01-13 | 13F | SMI Advisory Services, LLC | 31.428 | 762 | ||||||
| 2026-02-02 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 10.624 | 257 | ||||||
| 2026-02-05 | 13F | Evergreen Wealth Partners LLC | 13.056 | 316 | ||||||
| 2026-02-09 | 13F | Endowment Wealth Management, Inc. | 62.185 | 1.507 | ||||||
| 2026-02-17 | 13F | Minichmacgregor Wealth Management, Llc | 8.590 | 0,00 | 208 | 0,00 | ||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 31.819 | 98,51 | 771 | 97,94 | ||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 29.178 | -0,01 | 707 | -0,42 | ||||
| 2026-02-09 | 13F | Koesten, Hirschmann & Crabtree, INC. | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 17.822 | 432 | ||||||
| 2026-01-28 | 13F | Evergreen Private Wealth LLC | 146.492 | 8,23 | 3.550 | 7,94 | ||||
| 2026-02-10 | 13F | Moors & Cabot, Inc. | 249 | -2,35 | ||||||
| 2026-02-04 | 13F | MONECO Advisors, LLC | 171.543 | -4,30 | 4.156 | -4,57 | ||||
| 2026-01-28 | 13F | Members Wealth Llc | 126.790 | 6,26 | 3.077 | 6,43 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 25.186 | 13,39 | ||||||
| 2026-02-12 | 13F | Foster Dykema Cabot & Partners, Llc | 12.500 | 0,00 | 303 | -0,33 | ||||
| 2025-10-22 | 13F | CoreCap Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | Houlihan Financial Resource Group, Ltd. | 252.864 | 157,88 | 5.575 | 134,05 | ||||
| 2026-02-17 | 13F | Fmr Llc | 7.293 | 140,14 | 177 | 141,10 | ||||
| 2026-02-10 | 13F | Guidance Point Advisors, LLC | 5.066 | 14,75 | ||||||
| 2026-02-13 | 13F | Silicon Valley Capital Partners | 19.883 | 1,41 | 482 | 1,05 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 302.955 | 18,15 | 7.341 | 17,82 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 236.679 | -0,47 | 5.735 | -0,76 | ||||
| 2026-02-10 | 13F | Redwood Financial Network Corp | 59.372 | -0,07 | 1.439 | -0,35 | ||||
| 2026-01-22 | 13F | Beacon Financial Planning, Inc | 25.261 | 170,08 | 612 | 169,60 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 12.109 | -10,22 | 293 | -10,40 | ||||
| 2026-01-12 | 13F | Kozak & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Ledyard National Bank | 10.510 | -27,41 | 255 | -27,64 | ||||
| 2026-01-12 | 13F | Tlwm | 35.730 | -1,03 | 866 | -1,37 | ||||
| 2026-01-12 | 13F | Roble, Belko & Company, Inc | 23.807 | 0,01 | 1 | |||||
| 2026-01-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 49.253 | 28,04 | 1.193 | 27,73 | ||||
| 2025-11-05 | 13F | Fullcircle Wealth Llc | 15.675 | 0,00 | 380 | 0,26 | ||||
| 2026-01-28 | 13F | HB Wealth Management, LLC | 935 | -2,61 | ||||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Logan Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 2.500 | 0,00 | 61 | 0,00 | ||||
| 2026-02-06 | 13F | Associated Banc-corp | 111.000 | -7,68 | 2.690 | -7,94 | ||||
| 2026-02-17 | 13F | Evergreen Wealth Solutions, LLC | 90.154 | 10,73 | 2.184 | 10,41 | ||||
| 2026-01-23 | 13F | Cove Private Wealth, LLC | 33.540 | 813 | 3,18 | |||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 622.030 | -4,09 | 15.072 | -4,05 | ||||
| 2026-01-29 | 13F | Segment Wealth Management, LLC | 60.850 | -2,12 | 1.474 | -2,38 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 15.409 | -2,07 | 373 | -2,36 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 9.766.906 | 5,87 | 236.652 | 5,57 | ||||
| 2026-01-26 | 13F | McGuire Investment Group, LLC | 369.565 | 11,39 | 8.955 | 11,06 | ||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 42.527 | 63,64 | 1.030 | 63,23 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 1.544 | 1,38 | 37 | 0,00 | ||||
| 2026-02-06 | 13F | Van Hulzen Asset Management, LLC | 9.368 | 227 | ||||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 2.267 | -85,61 | 55 | -85,86 | ||||
| 2026-02-13 | 13F/A | New England Private Wealth Advisors LLC | 173.052 | 0,90 | 4.193 | 0,62 | ||||
| 2026-01-08 | 13F | Maridea Wealth Management LLC | 9.437 | 229 | ||||||
| 2026-01-27 | 13F | Journey Advisory Group, LLC | 775.428 | 11,68 | 18.789 | 11,36 | ||||
| 2026-01-23 | 13F | Eagle Strategies LLC | 15.475 | 0,97 | 375 | 0,54 | ||||
| 2025-10-15 | 13F | Michael S. Ryan, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-10 | 13F | Choate Investment Advisors | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | GWM Advisors LLC | 1.046.723 | 15,64 | 25.362 | 15,31 | ||||
| 2025-11-12 | 13F | Brinker Capital Investments, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | RFP Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Delta Wealth Advisors LLC | 167.287 | 4.053 | ||||||
| 2026-02-11 | 13F | Straight Path Wealth Management | 33.964 | 21,20 | 823 | 20,88 | ||||
| 2026-02-18 | 13F | Vident Advisory, LLC | 753 | -50,20 | ||||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 231.436 | -1,78 | 5.608 | -2,06 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 228.308 | 1,06 | 6 | 0,00 | ||||
| 2026-02-12 | 13F | Howland Capital Management Llc | 1.340.214 | 0,74 | 32.473 | 0,45 | ||||
| 2026-02-12 | 13F | IFC & Insurance Marketing, Inc. | 111 | 0 | ||||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 9.696 | 236 | ||||||
| 2026-01-05 | 13F | Confluence Investment Management Llc | 243.126 | 5.891 | ||||||
| 2026-02-17 | 13F | Creative Planning | 205.359 | 11,55 | 4.976 | 11,22 | ||||
| 2026-02-13 | 13F | Hurley Capital, LLC | 52.386 | -2,78 | 1.269 | -3,06 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 485 | 0,00 | 0 | |||||
| 2026-01-07 | 13F | DecisionMap Wealth Management, LLC | 28.229 | 6,75 | 684 | 6,39 | ||||
| 2026-02-03 | 13F | Sigma Investment Counselors Inc | 1.204.934 | 2,47 | 29.196 | 2,17 | ||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 72.579 | 1.759 | -8,72 | |||||
| 2026-01-29 | 13F | UMA Financial Services, Inc. | 7.060 | 0,00 | 171 | 0,00 | ||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 22.205 | 33,12 | 538 | 32,84 | ||||
| 2026-01-27 | 13F | Arcataur Capital Management LLC | 66.548 | -0,76 | 1.612 | -1,04 | ||||
| 2026-01-12 | 13F | DAVENPORT & Co LLC | 52.696 | 0,04 | 1.277 | -0,31 | ||||
| 2026-01-28 | 13F | Migdal Insurance & Financial Holdings Ltd. | 16.220 | 0 | ||||||
| 2026-02-09 | 13F | Prospera Financial Services Inc | 5.132 | 3,16 | ||||||
| 2026-01-15 | 13F | 4J Wealth Management LLC | 85.795 | 25,56 | 2.079 | 25,18 | ||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 289.005 | 16,63 | 7.003 | 16,29 | ||||
| 2026-01-28 | 13F | Accretive Wealth Partners, LLC | 48.328 | 252,19 | 1.171 | 251,35 | ||||
| 2026-01-20 | 13F | Blue Square Asset Management, Llc | 49.351 | 22,61 | 1.196 | 22,19 | ||||
| 2026-02-04 | 13F | Buttonwood Financial Advisors Inc. | 11.658 | -0,88 | 282 | -1,05 | ||||
| 2026-02-05 | 13F | Pacitti Group Inc. | 30.870 | 1,77 | 748 | 1,36 | ||||
| 2026-01-14 | 13F | Johnson Bixby & Associates, LLC | 50.635 | 0,81 | 1.227 | 0,49 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 413.069 | 25,67 | 10.009 | 25,30 | ||||
| 2026-02-13 | 13F | Fortis Capital Management LLC | 81.915 | 3,06 | 1.985 | 2,74 | ||||
| 2026-02-09 | 13F | First National Trust Co | 383.441 | 18,99 | 9.291 | 18,65 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 8.212 | 199 | -34,87 | |||||
| 2026-01-27 | 13F | Autumn Glory Partners, LLC | 27.565 | 0,22 | 668 | -0,15 | ||||
| 2026-01-28 | 13F | Caliber Wealth Management, LLC / KS | 8.436 | 0,27 | 204 | 0,00 | ||||
| 2026-02-17 | 13F | Hancock Whitney Corp | 185.529 | -1,11 | 4.495 | -1,40 | ||||
| 2025-11-04 | 13F | L.m. Kohn & Company | 16.831 | -2,92 | 409 | -2,86 | ||||
| 2026-02-10 | 13F | Greenspring Advisors, LLC | 10.758 | 261 | ||||||
| 2026-01-28 | 13F | Alesco Advisors Llc | 8.325 | 0,00 | 202 | -0,50 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1.298.892 | 61,40 | 31.472 | 60,94 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 5.075 | -1,51 | 123 | -2,40 | ||||
| 2026-01-22 | 13F | Willis Johnson & Associates, Inc. | 13.440 | 0,00 | 326 | -0,31 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 10.408 | 252 | ||||||
| 2026-02-13 | 13F | J.E. Simmons & Co., P.C. | 10.780 | 261 | ||||||
| 2025-10-24 | 13F | Avion Wealth | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | ADG Wealth Management Group, LLC | 33.327 | 8,76 | 808 | 8,47 | ||||
| 2026-01-22 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 263.724 | 8,38 | 6.390 | 8,07 | ||||
| 2026-01-21 | 13F | Leo Wealth, LLC | 135.674 | 57,56 | 3.287 | 57,12 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 154.492 | 47,09 | 3.743 | 46,84 | ||||
| 2025-11-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Signature Wealth Management Group | 234.755 | -0,23 | 5.688 | -0,51 | ||||
| 2026-02-10 | 13F | Calton & Associates, Inc. | 10.385 | -5,94 | 252 | -6,34 | ||||
| 2025-11-03 | 13F | Summit Investment Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Trinity Wealth Management, LLC | 9.708 | 235 | ||||||
| 2026-02-12 | 13F | Cowa, Llc | 817.998 | 19.195 | 15,74 | |||||
| 2026-01-20 | 13F | Monticello Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Moseley Investment Management Inc | 411.130 | 2,27 | 9.962 | 1,98 | ||||
| 2026-02-17 | 13F/A | Sentinus, LLC | 18.253 | 442 | ||||||
| 2026-02-13 | 13F | Citigroup Inc | 14 | 0 | ||||||
| 2026-01-14 | 13F | Matthew Goff Investment Advisor, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 10.462 | 1,05 | 254 | 0,80 | ||||
| 2025-11-13 | 13F | Banque Cantonale Vaudoise | 0 | -100,00 | 0 | |||||
| 2025-12-15 | 13F | Farmers National Bank | 53.714 | 0,89 | 1.305 | 1,08 | ||||
| 2026-01-07 | 13F | Harbor Investment Advisory, Llc | 98.236 | 19,39 | 2.380 | 19,06 | ||||
| 2026-02-17 | 13F | Align Financial, LLC | 88.343 | 88 | ||||||
| 2026-02-05 | 13F | Tfo-tdc, Llc | 98.935 | 0,85 | 2.397 | 0,59 | ||||
| 2026-01-27 | 13F | TFR Capital, LLC. | 80.324 | 52,98 | 1.946 | 52,63 | ||||
| 2026-02-12 | 13F | Betterment LLC | 9.814 | 9,17 | 0 | |||||
| 2026-01-14 | 13F | Prosperity Planning, Inc. | 1.049 | 103,29 | ||||||
| 2026-01-13 | 13F | Mayflower Financial Advisors, LLC | 53.106 | 43,56 | 1.287 | 43,21 | ||||
| 2026-02-10 | 13F | BKD Wealth Advisors, LLC | 132.123 | 18,14 | 3.201 | 17,81 | ||||
| 2026-02-05 | 13F | Littlejohn Financial Services, Inc. | 36.025 | 0,87 | 873 | 0,58 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 1.485.934 | -1,13 | 36.004 | -1,42 | ||||
| 2026-01-16 | 13F | BridgePort Financial Solutions, LLC | 27.871 | 0,73 | 675 | 0,45 | ||||
| 2026-02-11 | 13F | Fortune Financial Group, Inc. | 8.537 | 0 | ||||||
| 2026-02-04 | 13F | Cannon Financial Strategists, Inc. | 40.292 | 1,25 | 976 | 1,04 | ||||
| 2026-02-09 | 13F | Wellington Shields & Co., LLC | 14.420 | 349 | ||||||
| 2026-01-28 | 13F | Barrett & Company, Inc. | 28.512 | 0,04 | 691 | -0,29 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 86.955 | -0,40 | ||||||
| 2026-02-11 | 13F | LPL Financial LLC | 4.047.513 | 18,60 | 98.071 | 18,26 | ||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 14.724 | 26,29 | 282 | -0,35 | ||||
| 2026-01-20 | 13F | Cornell Pochily Investment Advisors, Inc. | 163.057 | 9,13 | 3.951 | 8,82 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 43.411 | 1.052 | 90,40 | |||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 729 | 18 | ||||||
| 2026-02-10 | 13F | Sarver Vrooman Wealth Advisors | 1.854.991 | 4,90 | 44.946 | 4,60 | ||||
| 2026-02-11 | 13F | Dorsey & Whitney Trust CO LLC | 22.000 | -15,38 | 533 | -15,53 | ||||
| 2026-01-22 | 13F | Centennial Advisors, LLC | 104.379 | 2.529 | ||||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 4.842 | 0,00 | 117 | 0,00 | ||||
| 2026-01-22 | 13F | Paradigm, Strategies in Wealth Management, LLC | 50.010 | -12,51 | 1.212 | -12,75 | ||||
| 2026-01-14 | 13F | InvesTrust | 333.622 | -3,24 | 8.084 | -3,52 | ||||
| 2026-02-06 | 13F | Csenge Advisory Group | 11.456 | 278 | ||||||
| 2026-02-11 | 13F | Cornerstone Financial Group, LLC /NE/ | 10.228 | 1,41 | 248 | 0,82 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 370.904 | 368,69 | 8.987 | 367,34 | ||||
| 2026-02-12 | 13F | Godshalk Welsh Capital Management, Inc. | 84.375 | 9,36 | 2.044 | 9,07 | ||||
| 2026-01-23 | 13F | Robbins Farley Llc | 1.580 | 20,89 | 38 | 22,58 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 952 | 8,68 | 23 | 9,52 | ||||
| 2026-01-15 | 13F | Arcadia Investment Advisors Llc | 375.573 | 12,49 | 9.100 | 12,17 | ||||
| 2026-01-13 | 13F | Kathmere Capital Management, LLC | 1.278.379 | -0,77 | 30.975 | -1,06 | ||||
| 2026-02-05 | 13F | Cornerstone Wealth Management, LLC | 13.593 | 329 | ||||||
| 2026-01-27 | 13F | Steele Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 3.240.308 | 20,46 | 78.513 | 20,11 | ||||
| 2026-02-17 | 13F | Boreal Capital Management LLC | 0 | 63 | -1,59 | |||||
| 2026-01-14 | 13F | Cypress Wealth Services, LLC | 9.399 | 0,00 | 228 | -0,44 | ||||
| 2026-01-29 | 13F | 4Thought Financial Group Inc. | 186.110 | 4,47 | 4.509 | 4,18 | ||||
| 2026-02-11 | 13F | Lyell Wealth Management, Lp | 498.249 | 14,58 | 12.073 | 14,24 | ||||
| 2026-01-21 | 13F | NovaPoint Capital, LLC | 651.647 | 600,06 | 15.789 | 598,32 | ||||
| 2026-01-09 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Focus Financial Network, Inc. | 16.352 | 1,19 | 396 | 1,02 | ||||
| 2026-02-04 | 13F | Drive Wealth Management, Llc | 147.929 | -8,61 | 3.584 | -8,87 | ||||
| 2026-02-17 | 13F | River's Edge Wealth Management, Llc | 32.202 | 781 | ||||||
| 2026-02-06 | 13F | Ferguson Johnson Wealth Management Inc | 12.593 | 0 | ||||||
| 2026-02-13 | 13F | Barclays Plc | 0 | -100,00 | 0 | |||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Summit Wealth Group Llc / Co | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-06 | 13F | Baron Silver Stevens Financial Advisors, Llc | 68.276 | 0,30 | 1.654 | 0,00 | ||||
| 2026-02-05 | 13F | Rossmore Private Capital | 94.585 | 21,79 | 2.292 | 21,41 | ||||
| 2026-02-13 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 10.070 | -95,16 | 244 | -95,19 | ||||
| 2026-02-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 11.869 | -0,44 | ||||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 6.261 | 189,33 | 152 | 190,38 | ||||
| 2026-02-13 | 13F | Tableaux Llc | 21.418 | 0,11 | 519 | 0,00 | ||||
| 2026-02-09 | 13F | Glenview Trust Co | 660.350 | 0,37 | 16.000 | 0,09 | ||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 621 | 0,00 | 15 | 0,00 | ||||
| 2026-01-07 | 13F | Precedent Wealth Partners, Llc | 138.583 | 6,58 | 3.358 | 6,27 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 14.764 | 131,63 | 358 | 131,82 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 35.485 | 9,56 | 860 | 9,15 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 543.836 | 8,44 | 13.177 | 8,12 | ||||
| 2026-02-06 | 13F | Wrapmanager Inc | 78.843 | -17,63 | 1.910 | -17,85 | ||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 30 | 0,00 | 1 | |||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1.408.626 | 25,45 | 34.131 | 126.311,11 | ||||
| 2026-02-02 | 13F | JDM Financial Group LLC | 27.930 | -18,93 | 677 | -19,24 | ||||
| 2026-02-02 | 13F | Miracle Mile Advisors, LLC | 142.581 | -0,05 | 3.455 | -0,35 | ||||
| 2026-01-27 | 13F | Foundation Wealth Management, LLC | 3.734 | 0,05 | ||||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 27.287 | 0,41 | 661 | 0,76 | ||||
| 2026-02-04 | 13F | Advisor OS, LLC | 9.109 | 221 | ||||||
| 2026-01-08 | 13F | Sound View Wealth Advisors Group, LLC | 2.013.302 | 11,68 | 48.782 | 11,36 | ||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 3.151 | 7,03 | 76 | 7,04 | ||||
| 2026-02-13 | 13F | Northstar Group, Inc. | 13.138 | 2,07 | ||||||
| 2026-02-13 | 13F | STAR Financial Bank | 32.481 | -4,64 | 787 | -4,84 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 13.090 | -27,37 | 317 | -27,46 | ||||
| 2026-03-02 | 13F | Cfo Capital Management Llc | 9.305 | 225 | ||||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Signaturefd, Llc | 9.664 | 3,97 | 234 | 4,00 | ||||
| 2026-02-05 | 13F | High Note Wealth, LLC | 19.010 | 705,51 | 461 | 707,02 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 15.294 | 371 | ||||||
| 2026-02-14 | 13F | American Trust | 22.590 | 2,86 | 547 | 2,63 | ||||
| 2025-11-06 | 13F | Roman Butler Fullerton & Co | 210 | -6,70 | ||||||
| 2026-01-07 | 13F | Gilbert & Cook, Inc. | 27.407 | 664 | ||||||
| 2025-10-08 | 13F | Beacon Financial Group | 70.755 | 32,05 | 1.719 | 32,33 | ||||
| 2026-02-11 | 13F | Dearborn Partners Llc | 25.296 | -1,06 | 613 | -1,45 | ||||
| 2026-02-13 | 13F | Jacobi Capital Management LLC | 14.637 | -3,01 | 355 | -3,28 | ||||
| 2026-01-23 | 13F | Valley National Advisers Inc | 2.583 | 0,00 | 0 | |||||
| 2026-01-20 | 13F | Princeton Global Asset Management LLC | 27.034 | 34,31 | 655 | 33,95 | ||||
| 2026-02-06 | 13F | Gradient Capital Advisors, LLC | 12.312 | -4,22 | 298 | -4,49 | ||||
| 2026-02-02 | 13F | Oppenheimer & Co Inc | 15.687 | 7,99 | 380 | 7,95 | ||||
| 2026-01-22 | 13F | Granite Harbor Advisors, Inc. | 23.263 | -52,34 | 564 | -52,53 |
Other Listings
| US:IBDR | $24,19 |
