CGDV · Capital Group Dividend Value ETF
$51.08
-0.36 (-0.70%)
At close · Aug 14
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 204
Total Value: $14,011,936,662
Total Shares: 284,333,133
Institutional Ownership Trend
19 quarters
Holder Concentration
Across 204 13F filers · Δ vs Mar 31, 2026Top Holder
9.9%
−4.3 pts
Top 5
43.0%
+10.0 pts
Top 10
70.2%
+19.7 pts
HHI
575
Broadly held+183
Quarterly Activity
vs Mar 31, 2026
New
22
Increased
130
Decreased
41
Sold Out
546
Unchanged
11
Holder count:
-524
Institutional value:
-35.1%
Shares held:
-44.0%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Large JONES FINANCIAL COMPANIES LLLP | +2,942,024 | 16,425,629 | |
| Mega WELLS FARGO & COMPANY/MN | +2,770,250 | 21,822,980 | |
| Large OSAIC HOLDINGS, INC. | +2,239,681 | 11,545,200 | |
| Mega RAYMOND JAMES FINANCIAL INC | +1,957,313 | 27,792,280 | |
| Large CIBC Bancorp USA Inc. | +1,889,208 | 4,427,417 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Large Mariner, LLC | −1,553,294 | 321,309 | |
| Large TUDOR INVESTMENT CORP ET AL | −1,200,011 | 46,876 | |
| Small MAINSTAY CAPITAL MANAGEMENT LLC /ADV | −773,228 | 1,141,359 | |
| Mega JANE STREET GROUP, LLC | −292,848 | 42,961 | |
| Mid Visionary Wealth Advisors | −97,435 | 267,572 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large NewEdge Advisors, LLC | 1,266,080 | $62,392,422 | |
| Mid IFG Advisory, LLC | 312,761 | $15,412,862 | |
| Small WILLIAM JOHN SEMPOLINSKI | 191,760 | $9,449,932 | |
| Mega D. E. Shaw & Co., Inc. | 117,986 | $5,814,350 | |
| Small Coppell Advisory Solutions LLC | 25,620 | $1,262,553 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega LPL Financial LLC | 71,850,473 | $3,056,519,121 | |
| Mega ENVESTNET ASSET MANAGEMENT INC | 20,802,616 | $884,943,284 | |
| Large COMMONWEALTH EQUITY SERVICES, LLC | 13,468,007 | $572,929,017 | |
| Large Cambridge Investment Research Advisors, Inc. | 7,634,516 | $324,772,310 | |
| Small Confluence Wealth Services, Inc. | 6,043,904 | $257,107,676 |
| Holder | Value (USD)▼ | % of 13F | Shares | Own % | Change | Type | Filed | Open | |||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mega MORGAN STANLEY | $1,382,963,561 | 9.87% | 28,063,384 | — |
+1,884,771
+7.2%
|
Shares | 2026-08-13 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Mega RAYMOND JAMES FINANCIAL INC | $1,369,603,557 | 9.77% | 27,792,280 | — |
+1,957,313
+7.6%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Mega Capital International Investors | $1,131,547,007 | 8.08% | 22,961,587 | — |
+60,061
+0.3%
|
Shares | 2026-08-12 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Mega WELLS FARGO & COMPANY/MN | $1,075,436,452 | 7.68% | 21,822,980 | — |
+2,770,250
+14.5%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1,063,899,710 | 7.59% | 21,588,874 | — |
+1,782,798
+9.0%
|
Shares | 2026-08-12 | ||||||||||||||||||||||||||||||||||||
| Mega BANK OF AMERICA CORP /DE/ Bank | $907,701,378 | 6.48% | 18,419,265 | — |
+506,232
+2.8%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Large Cetera Investment Advisers | $900,640,097 | 6.43% | 18,275,976 | — |
-83,318
-0.5%
|
Shares | 2026-08-12 | ||||||||||||||||||||||||||||||||||||
| Large JONES FINANCIAL COMPANIES LLLP | $809,454,996 | 5.78% | 16,425,629 | — |
+2,942,024
+21.8%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Mid Capital Group Private Client Services, Inc. | $623,843,207 | 4.45% | 12,659,156 | — |
+1,025,113
+8.8%
|
Shares | 2026-08-12 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Large OSAIC HOLDINGS, INC. | $568,947,454 | 4.06% | 11,545,200 | — |
+2,239,681
+24.1%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Mid Advance Capital Management, Inc. | $525,191,990 | 3.75% | 10,657,305 | — |
+465,276
+4.6%
|
Shares | 2026-08-13 | ||||||||||||||||||||||||||||||||||||
| Mega UBS Group AG | $485,769,665 | 3.47% | 9,857,339 | — |
+389,283
+4.1%
|
Shares | 2026-08-13 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Mega ROYAL BANK OF CANADA Bank | $395,553,063 | 2.82% | 8,026,645 | — |
+547,180
+7.3%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Large STIFEL FINANCIAL CORP | $321,379,272 | 2.29% | 6,521,495 | — |
+402,879
+6.6%
|
Shares | 2026-08-12 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Large CIBC Bancorp USA Inc. Bank | $218,183,108 | 1.56% | 4,427,417 | — |
+1,889,208
+74.4%
|
Shares | 2026-08-13 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Large &PARTNERS | $141,737,706 | 1.01% | 2,876,171 | — |
+228,337
+8.6%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Large Baird Financial Group, Inc. | $103,999,230 | 0.74% | 2,110,374 | — |
+158,367
+8.1%
|
Shares | 2026-08-12 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Mid Integrated Wealth Concepts LLC | $99,661,703 | 0.71% | 2,022,356 | — |
+572,873
+39.5%
|
Shares | 2026-08-12 | ||||||||||||||||||||||||||||||||||||
| Large SEI INVESTMENTS CO | $98,650,428 | 0.70% | 2,001,835 | — |
+159,378
+8.7%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Mid Aptus Capital Advisors, LLC | $70,429,842 | 0.50% | 1,429,177 | — |
+17,926
+1.3%
|
Shares | 2026-08-12 | ||||||||||||||||||||||||||||||||||||
| Small GUARDIAN WEALTH ADVISORS, LLC / NC | $63,152,369 | 0.45% | 1,281,501 | — |
+26,012
+2.1%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Large NewEdge Advisors, LLC | $62,392,422 | 0.45% | 1,266,080 | — | New | Shares | 2026-08-12 | ||||||||||||||||||||||||||||||||||||
| Small MAINSTAY CAPITAL MANAGEMENT LLC /ADV | $56,246,171 | 0.40% | 1,141,359 | — |
-773,228
-40.4%
|
Shares | 2026-08-12 | ||||||||||||||||||||||||||||||||||||
| Mid Western Wealth Management, LLC | $55,070,596 | 0.39% | 1,117,504 | — |
-7,191
-0.6%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Mid Ameritas Advisory Services, LLC | $53,826,080 | 0.38% | 1,092,250 | — |
+701,514
+179.5%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Mid HARBOUR INVESTMENTS, INC. | $53,511,575 | 0.38% | 1,085,868 | — |
+2,499
+0.2%
|
Shares | 2026-08-12 | ||||||||||||||||||||||||||||||||||||
| Small SK Wealth Management, LLC | $52,172,391 | 0.37% | 1,058,693 | — |
+114,417
+12.1%
|
Shares | 2026-08-12 | ||||||||||||||||||||||||||||||||||||
| Large CAPTRUST FINANCIAL ADVISORS | $47,308,997 | 0.34% | 960,004 | — |
+27,195
+2.9%
|
Shares | 2026-08-13 | ||||||||||||||||||||||||||||||||||||
| Large Rockefeller Capital Management L.P. | $45,256,731 | 0.32% | 918,359 | — |
-31,372
-3.3%
|
Shares | 2026-08-13 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Small Mason Investment Advisory Services, Inc. | $41,626,914 | 0.30% | 844,702 | — |
+41,264
+5.1%
|
Shares | 2026-08-13 | ||||||||||||||||||||||||||||||||||||
| Large BLAIR WILLIAM & CO/IL | $39,613,629 | 0.28% | 803,848 | — |
+76,654
+10.5%
|
Shares | 2026-08-11 | ||||||||||||||||||||||||||||||||||||
| Mega JPMORGAN CHASE & CO | $39,261,470 | 0.28% | 796,702 | — |
+246,990
+44.9%
|
Shares | 2026-08-12 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Large Sanctuary Advisors, LLC | $37,234,588 | 0.27% | 755,572 | — |
+73,069
+10.7%
|
Shares | 2026-08-13 | ||||||||||||||||||||||||||||||||||||
| Large Focus Partners Wealth | $34,309,672 | 0.24% | 696,219 | — |
+172,429
+32.9%
|
Shares | 2026-08-12 | ||||||||||||||||||||||||||||||||||||
| Large NATIXIS ADVISORS, LLC | $33,968,063 | 0.24% | 689,287 | — |
+250,959
+57.3%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Mid Orion Porfolio Solutions, LLC | $31,794,224 | 0.23% | 645,175 | — |
-2,226
-0.3%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Mid THOROUGHBRED FINANCIAL SERVICES, LLC | $31,222,428 | 0.22% | 633,572 | — |
+82,906
+15.1%
|
Shares | 2026-08-11 | ||||||||||||||||||||||||||||||||||||
| Small Madison Wealth Partners, Inc | $31,083,852 | 0.22% | 630,760 | — |
+11,675
+1.9%
|
Shares | 2026-08-12 | ||||||||||||||||||||||||||||||||||||
| Mid Vestmark Advisory Solutions, Inc. | $30,246,585 | 0.22% | 613,770 | — |
+2,317
+0.4%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Micro Core Wealth Advisors, Inc. | $28,238,129 | 0.20% | 573,014 | — |
+16,405
+2.9%
|
Shares | 2026-08-11 | ||||||||||||||||||||||||||||||||||||
| Small Per Stirling Capital Management, LLC. | $26,397,275 | 0.19% | 535,659 | — |
+20,528
+4.0%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Small Advyzon Investment Management, LLC | $26,132,148 | 0.19% | 530,279 | — |
+89,524
+20.3%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Mid Mutual Advisors, LLC | $24,830,615 | 0.18% | 503,868 | — |
+98,202
+24.2%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Micro Wood Tarver Financial Group, LLC | $24,692,039 | 0.18% | 501,056 | — |
+24,611
+5.2%
|
Shares | 2026-08-13 | ||||||||||||||||||||||||||||||||||||
| Small Meridian Wealth Advisors, LLC | $23,482,067 | 0.17% | 476,503 | — |
+468,133
+5593.0%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Micro Sunrise Financial Services, LLC | $23,195,356 | 0.17% | 470,685 | — |
+30,302
+6.9%
|
Shares | 2026-08-12 | ||||||||||||||||||||||||||||||||||||
| Small SMITH, MOORE & CO. | $22,662,787 | 0.16% | 459,878 | — |
+26,975
+6.2%
|
Shares | 2026-08-12 | ||||||||||||||||||||||||||||||||||||
| Small Compton Financial Group, LLC | $22,467,589 | 0.16% | 455,917 | — |
+253,326
+125.0%
|
Shares | 2026-08-12 | ||||||||||||||||||||||||||||||||||||
| Mid Modern Wealth Management, LLC | $22,429,939 | 0.16% | 455,153 | — |
-792
-0.2%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Micro Entruity Wealth, LLC | $21,285,264 | 0.15% | 431,925 | — |
+3,513
+0.8%
|
Shares | 2026-08-13 | ||||||||||||||||||||||||||||||||||||
| Micro Carter Financial, LLC | $20,182,525 | 0.14% | 409,548 | — |
+13,002
+3.3%
|
Shares | 2026-08-13 | ||||||||||||||||||||||||||||||||||||
| Small Kera Capital Partners, Inc. | $19,554,106 | 0.14% | 396,796 | — |
+2,183
+0.6%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Mid Stratos Wealth Partners, LTD. | $18,093,792 | 0.13% | 367,163 | — |
+36,797
+11.1%
|
Shares | 2026-08-11 | ||||||||||||||||||||||||||||||||||||
| Mid VestGen Advisors, LLC | $17,266,282 | 0.12% | 350,371 | — |
+25,707
+7.9%
|
Shares | 2026-08-11 | ||||||||||||||||||||||||||||||||||||
| Large Steward Partners Investment Advisory, LLC | $16,489,186 | 0.12% | 334,602 | — |
+26,548
+8.6%
|
Shares | 2026-08-13 | ||||||||||||||||||||||||||||||||||||
| Large MENORA MIVTACHIM HOLDINGS LTD. | $16,300,789 | 0.12% | 330,779 | — |
0
0.0%
|
Shares | 2026-08-13 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Micro Michael Brady & Co., LLC | $16,091,841 | 0.11% | 326,539 | — |
-19,764
-5.7%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Large Mariner, LLC | $15,834,106 | 0.11% | 321,309 | — |
-1,553,294
-82.9%
|
Shares | 2026-08-13 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Mid IFG Advisory, LLC | $15,412,862 | 0.11% | 312,761 | — | New | Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Mid World Investment Advisors | $15,076,476 | 0.11% | 305,935 | — |
-1,579
-0.5%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Micro Evergreen Wealth Partners LLC | $14,278,880 | 0.10% | 289,750 | — |
+56,622
+24.3%
|
Shares | 2026-08-11 | ||||||||||||||||||||||||||||||||||||
| Large Cresset Asset Management, LLC | $13,928,449 | 0.10% | 282,639 | — |
+6,507
+2.4%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Mid Visionary Wealth Advisors | $13,185,948 | 0.09% | 267,572 | — |
-97,435
-26.7%
|
Shares | 2026-08-13 | ||||||||||||||||||||||||||||||||||||
| Large EP Wealth Advisors, LLC | $12,862,720 | 0.09% | 261,013 | — |
+683
+0.3%
|
Shares | 2026-08-12 | ||||||||||||||||||||||||||||||||||||
| Mega AMERIPRISE FINANCIAL INC | $11,757,369 | 0.08% | 238,583 | — |
-41,681
-14.9%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Small FreeGulliver LLC | $11,675,762 | 0.08% | 236,927 | — |
+11,742
+5.2%
|
Shares | 2026-08-11 | ||||||||||||||||||||||||||||||||||||
| Small WEALTH ALLIANCE, LLC | $11,509,442 | 0.08% | 233,552 | — |
+136,339
+140.2%
|
Shares | 2026-08-11 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Small Rothschild Wealth LLC | $10,627,576 | 0.08% | 215,657 | — |
-61,392
-22.2%
|
Shares | 2026-08-11 | ||||||||||||||||||||||||||||||||||||
| Large Cerity Partners LLC | $10,575,931 | 0.08% | 214,609 | — |
+42
+0.0%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Small Perennial Investment Advisors, LLC | $9,664,300 | 0.07% | 196,110 | — |
+44,029
+29.0%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Small WILLIAM JOHN SEMPOLINSKI | $9,449,932 | 0.07% | 191,760 | — | New | Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Mid Ausdal Financial Partners, Inc. | $9,117,686 | 0.07% | 185,018 | — |
+30,752
+19.9%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Small LEGACY CAPITAL WEALTH MANAGEMENT, LLC | $8,865,718 | 0.06% | 179,905 | — |
+10,024
+5.9%
|
Shares | 2026-08-13 | ||||||||||||||||||||||||||||||||||||
| Mid Summit Financial, LLC | $8,787,658 | 0.06% | 178,321 | — |
+33,236
+22.9%
|
Shares | 2026-08-12 | ||||||||||||||||||||||||||||||||||||
| Small Riverview Capital Advisers, LLC | $8,702,355 | 0.06% | 176,590 | — |
+18,576
+11.8%
|
Shares | 2026-08-13 | ||||||||||||||||||||||||||||||||||||
| Mid Allworth Financial LP | $8,033,921 | 0.06% | 163,026 | — |
+6,695
+4.3%
|
Shares | 2026-08-11 | ||||||||||||||||||||||||||||||||||||
| Small KINTRA WEALTH, LLC | $8,014,110 | 0.06% | 162,624 | — |
-38,955
-19.3%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Small BNB Wealth Management, LLC | $7,839,166 | 0.06% | 159,074 | — |
+9,319
+6.2%
|
Shares | 2026-08-12 | ||||||||||||||||||||||||||||||||||||
| Mid Advisory Services Network, LLC | $7,736,811 | 0.06% | 156,997 | — |
+19,108
+13.9%
|
Shares | 2026-08-12 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Micro Synergy Investment Management, LLC | $7,582,072 | 0.05% | 153,857 | — |
+1,839
+1.2%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Micro Steffes Financial, Ltd. | $7,233,663 | 0.05% | 146,787 | — |
+11,869
+8.8%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Mid Smartleaf Asset Management LLC | $7,127,317 | 0.05% | 144,629 | — |
0
0.0%
|
Shares | 2026-08-12 | ||||||||||||||||||||||||||||||||||||
| Mid Waverly Advisors, LLC | $7,054,974 | 0.05% | 143,161 | — |
+96,931
+209.7%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $6,813,945 | 0.05% | 138,270 | — |
-54
-0.0%
|
Shares | 2026-08-13 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Micro Milestone Investment Advisors LLC | $6,687,345 | 0.05% | 135,701 | — |
+5,195
+4.0%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Mid Ameritas Investment Partners, Inc. | $6,603,914 | 0.05% | 134,008 | — |
+4,224
+3.3%
|
Shares | 2026-08-13 | ||||||||||||||||||||||||||||||||||||
| Small J HAGAN CAPITAL, INC. | $6,374,072 | 0.05% | 129,344 | — |
+972
+0.8%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Mid IHT Wealth Management, LLC | $6,357,120 | 0.05% | 129,000 | — |
+7,998
+6.6%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Micro Cauble & Harre Wealth Management, Inc. | $6,230,766 | 0.04% | 126,436 | — |
+1,424
+1.1%
|
Shares | 2026-08-11 | ||||||||||||||||||||||||||||||||||||
| Micro Gunpowder Capital Management, LLC dba Oliver Wealth Management | $6,227,612 | 0.04% | 126,372 | — |
+3,287
+2.7%
|
Shares | 2026-08-11 | ||||||||||||||||||||||||||||||||||||
| Small LEIGH BALDWIN & CO., LLC | $6,063,805 | 0.04% | 123,048 | — |
+15,470
+14.4%
|
Shares | 2026-08-13 | ||||||||||||||||||||||||||||||||||||
| Small Delta Investment Management, LLC | $5,950,560 | 0.04% | 120,750 | — |
-3,104
-2.5%
|
Shares | 2026-08-13 | ||||||||||||||||||||||||||||||||||||
| Mega D. E. Shaw & Co., Inc. | $5,814,350 | 0.04% | 117,986 | — | New | Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Small BlackDiamond Wealth Management, LLC | $5,574,405 | 0.04% | 113,117 | — |
+1,923
+1.7%
|
Shares | 2026-08-11 | ||||||||||||||||||||||||||||||||||||
| Mid PEAPACK GLADSTONE FINANCIAL CORP | $5,563,219 | 0.04% | 112,890 | — |
+26,080
+30.0%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Small Hopwood Nicholas Hunter | $5,355,750 | 0.04% | 108,680 | — |
+5,484
+5.3%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Small Roehl & Yi Investment Advisors, LLC | $5,198,793 | 0.04% | 105,495 | — |
+10,225
+10.7%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Micro Expressive Wealth LLC | $5,134,433 | 0.04% | 104,189 | — |
-5,377
-4.9%
|
Shares | 2026-08-11 | ||||||||||||||||||||||||||||||||||||
| Small ENDEAVOR PRIVATE WEALTH, INC. | $5,028,235 | 0.04% | 102,034 | — |
+1,546
+1.5%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Mid WCG Wealth Advisors LLC | $4,362,117 | 0.03% | 88,517 | — |
+6,111
+7.4%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Small Carson Advisory Inc. | $4,329,346 | 0.03% | 87,852 | — |
+4,527
+5.4%
|
Shares | 2026-08-11 | ||||||||||||||||||||||||||||||||||||
| Mid CreativeOne Wealth, LLC | $4,168,643 | 0.03% | 84,591 | — |
-1,480
-1.7%
|
Shares | 2026-08-13 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Mid Vise Technologies, Inc. | $4,145,877 | 0.03% | 84,129 | — |
+48,033
+133.1%
|
Shares | 2026-08-11 | ||||||||||||||||||||||||||||||||||||
| Large Betterment LLC | $4,054,117 | 0.03% | 82,267 | — |
+134
+0.2%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Small M Holdings Securities, Inc. Broker-Dealer | $3,796,038 | 0.03% | 77,030 | — |
+2,184
+2.9%
|
Shares | 2026-08-11 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Large US BANCORP \DE\ Bank | $3,615,377 | 0.03% | 73,364 | — |
-6,489
-8.1%
|
Shares | 2026-08-12 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Micro Merited Wealth, LLC | $3,252,972 | 0.02% | 66,010 | — |
+4,007
+6.5%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Small Strategic Family Wealth Counselors, L.L.C. | $3,145,148 | 0.02% | 63,822 | — |
+5,720
+9.8%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Large Creative Planning | $3,053,093 | 0.02% | 61,954 | — |
+11,049
+21.7%
|
Shares | 2026-08-13 | ||||||||||||||||||||||||||||||||||||
| Small Stratos Wealth Advisors, LLC | $3,050,727 | 0.02% | 61,906 | — |
-542
-0.9%
|
Shares | 2026-08-11 | ||||||||||||||||||||||||||||||||||||
| Small Keating Financial Advisory Services, Inc. | $2,885,294 | 0.02% | 58,549 | — |
-787
-1.3%
|
Shares | 2026-08-11 | ||||||||||||||||||||||||||||||||||||
| Small Widmann Financial Services, Inc. | $2,841,632 | 0.02% | 57,663 | — |
+6,577
+12.9%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Mega Qube Research & Technologies Ltd | $2,753,027 | 0.02% | 55,865 | — |
-52,264
-48.3%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Small OneAscent Financial Services LLC | $2,333,950 | 0.02% | 47,361 | — |
+4,575
+10.7%
|
Shares | 2026-08-11 | ||||||||||||||||||||||||||||||||||||
| Mega BANK OF MONTREAL /CAN/ Bank | $2,325,472 | 0.02% | 47,189 | — |
+11,830
+33.5%
|
Shares | 2026-08-12 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Large TUDOR INVESTMENT CORP ET AL | $2,310,049 | 0.02% | 46,876 | — |
-1,200,011
-96.2%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Small Medallion Wealth Advisors, LLC | $2,228,835 | 0.02% | 45,228 | — |
+2,167
+5.0%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Small MSH Capital Advisors LLC | $2,210,700 | 0.02% | 44,860 | — |
+2,791
+6.6%
|
Shares | 2026-08-11 | ||||||||||||||||||||||||||||||||||||
| Large Quantinno Capital Management LP | $2,128,008 | 0.02% | 43,182 | — |
+23,595
+120.5%
|
Shares | 2026-08-13 | ||||||||||||||||||||||||||||||||||||
| Large MERCER GLOBAL ADVISORS INC /ADV | $2,077,694 | 0.01% | 42,161 | — |
+20,335
+93.2%
|
Shares | 2026-08-11 | ||||||||||||||||||||||||||||||||||||
| Large RENAISSANCE TECHNOLOGIES LLC | $2,000,768 | 0.01% | 40,600 | — |
-21,300
-34.4%
|
Shares | 2026-08-13 | ||||||||||||||||||||||||||||||||||||
| Small Rather & Kittrell, Inc. | $1,951,832 | 0.01% | 39,607 | — |
-480
-1.2%
|
Shares | 2026-08-12 | ||||||||||||||||||||||||||||||||||||
| Small 44 WEALTH MANAGEMENT LLC | $1,906,741 | 0.01% | 38,692 | — |
+2,611
+7.2%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Micro WFA of San Diego, LLC | $1,859,235 | 0.01% | 37,728 | — |
+8,023
+27.0%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Large BROWN ADVISORY INC | $1,842,283 | 0.01% | 37,384 | — |
+8,427
+29.1%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Small Goldstone Financial Group, LLC | $1,812,272 | 0.01% | 36,775 | — |
-1,034
-2.7%
|
Shares | 2026-08-11 | ||||||||||||||||||||||||||||||||||||
| Mega JANE STREET GROUP, LLC | $1,791,870 | 0.01% | 36,361 | — |
-299,448
-89.2%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Small LaSalle St. Investment Advisors, LLC | $1,781,225 | 0.01% | 36,145 | — |
-1,307
-3.5%
|
Shares | 2026-08-11 | ||||||||||||||||||||||||||||||||||||
| Mega FMR LLC | $1,733,226 | 0.01% | 35,171 | — |
+12,464
+54.9%
|
Shares | 2026-08-13 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Small Tradition Wealth Management, LLC | $1,554,685 | 0.01% | 31,548 | — |
+344
+1.1%
|
Shares | 2026-08-11 | ||||||||||||||||||||||||||||||||||||
| Small Blueprint Financial Advisors LLC | $1,405,169 | 0.01% | 28,514 | — |
+1,679
+6.3%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Large Clark Capital Management Group, Inc. | $1,394,771 | 0.01% | 28,303 | — |
+8,471
+42.7%
|
Shares | 2026-08-11 | ||||||||||||||||||||||||||||||||||||
| Large Corient Private Wealth LLC | $1,347,463 | 0.01% | 27,343 | — |
-89
-0.3%
|
Shares | 2026-08-12 | ||||||||||||||||||||||||||||||||||||
| Mid Snowden Capital Advisors LLC | $1,273,493 | 0.01% | 25,842 | — |
+7,789
+43.1%
|
Shares | 2026-08-13 | ||||||||||||||||||||||||||||||||||||
| Small Coppell Advisory Solutions LLC | $1,262,553 | 0.01% | 25,620 | — | New | Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Mid Integrated Advisors Network LLC | $1,205,093 | 0.01% | 24,454 | — |
+2,145
+9.6%
|
Shares | 2026-08-11 | ||||||||||||||||||||||||||||||||||||
| Mid Clear Harbor Asset Management, LLC | $1,182,325 | 0.01% | 23,992 | — |
-2,458
-9.3%
|
Shares | 2026-08-12 | ||||||||||||||||||||||||||||||||||||
| Small MAGNOLIA CAPITAL ADVISORS LLC | $1,178,235 | 0.01% | 23,909 | — |
+3,431
+16.8%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Micro Avant Capital LLC | $1,133,390 | 0.01% | 22,999 | — |
+1,514
+7.0%
|
Shares | 2026-08-12 | ||||||||||||||||||||||||||||||||||||
| Small CVFG LLC | $1,062,673 | 0.01% | 21,564 | — |
+8,899
+70.3%
|
Shares | 2026-08-11 | ||||||||||||||||||||||||||||||||||||
| Large Pathstone Holdings, LLC | $1,033,204 | 0.01% | 20,966 | — |
+13,857
+194.9%
|
Shares | 2026-08-13 | ||||||||||||||||||||||||||||||||||||
| Mega AQR CAPITAL MANAGEMENT LLC | $1,018,026 | 0.01% | 20,658 | — |
+1,325
+6.9%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Small Regal Investment Advisors LLC | $1,013,985 | 0.01% | 20,576 | — |
+12,892
+167.8%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Small Stokes Family Office, LLC Family Office | $919,170 | 0.01% | 18,652 | — |
0
0.0%
|
Shares | 2026-08-11 | ||||||||||||||||||||||||||||||||||||
| Micro Cannon Wealth Management Services, LLC | $879,992 | 0.01% | 17,857 | — |
-846
-4.5%
|
Shares | 2026-08-11 | ||||||||||||||||||||||||||||||||||||
| Mega NORTHERN TRUST CORP Bank | $861,168 | 0.01% | 17,475 | — |
+4,092
+30.6%
|
Shares | 2026-08-13 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Large O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $839,238 | 0.01% | 17,030 | — |
-393
-2.3%
|
Shares | 2026-08-13 | ||||||||||||||||||||||||||||||||||||
| Small Storgate, LLC | $826,376 | 0.01% | 16,769 | — | New | Shares | 2026-08-12 | ||||||||||||||||||||||||||||||||||||
| Small Wealthspire Retirement, LLC Pension | $712,539 | 0.01% | 14,459 | — |
+3,917
+37.2%
|
Shares | 2026-08-12 | ||||||||||||||||||||||||||||||||||||
| Mid Larson Financial Group LLC | $709,533 | 0.01% | 14,398 | — |
+1,381
+10.6%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Small MONECO ADVISORS, LLC | $688,786 | 0.00% | 13,977 | — |
-186
-1.3%
|
Shares | 2026-08-11 | ||||||||||||||||||||||||||||||||||||
| Small CIM, LLC | $677,994 | 0.00% | 13,758 | — |
+550
+4.2%
|
Shares | 2026-08-13 | ||||||||||||||||||||||||||||||||||||
| Micro Troutman Wealth Management, LLC | $648,919 | 0.00% | 13,168 | — |
+33
+0.3%
|
Shares | 2026-08-13 | ||||||||||||||||||||||||||||||||||||
| Mid Foundations Investment Advisors, LLC Endowment | $622,849 | 0.00% | 12,639 | — |
+7,195
+132.2%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Small KANE INVESTMENT MANAGEMENT, INC. | $594,415 | 0.00% | 12,062 | — |
+236
+2.0%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Mid Advisors Capital Management, LLC | $592,197 | 0.00% | 12,017 | — |
+740
+6.6%
|
Shares | 2026-08-11 | ||||||||||||||||||||||||||||||||||||
| Mid Pinnacle Financial Partners, Inc. | $588,795 | 0.00% | 11,948 | — |
+5,861
+96.3%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Micro Regatta Research & Money Management | $583,320 | 0.00% | 11,837 | — | New | Shares | 2026-08-12 | ||||||||||||||||||||||||||||||||||||
| Mid MONETA GROUP INVESTMENT ADVISORS LLC | $545,923 | 0.00% | 11,078 | — |
+30
+0.3%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Small AMERIFLEX GROUP, INC. | $541,981 | 0.00% | 10,998 | — |
+543
+5.2%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Mid BRIGHTON JONES LLC | $529,661 | 0.00% | 10,748 | — | New | Shares | 2026-08-11 | ||||||||||||||||||||||||||||||||||||
| Small Compass Ion Advisors, LLC | $524,634 | 0.00% | 10,646 | — |
-1,315
-11.0%
|
Shares | 2026-08-12 | ||||||||||||||||||||||||||||||||||||
| Small Silver Grove Financial Group, Inc. | $505,514 | 0.00% | 10,258 | — | New | Shares | 2026-08-13 | ||||||||||||||||||||||||||||||||||||
| Micro PW ADVISORS, LLC \ FL | $486,935 | 0.00% | 9,881 | — |
+25
+0.3%
|
Shares | 2026-08-06 | ||||||||||||||||||||||||||||||||||||
| Large Vident Advisory, LLC | $485,802 | 0.00% | 9,858 | — |
0
0.0%
|
Shares | 2026-08-12 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Micro Envision Financial Planning, LLC | $466,139 | 0.00% | 9,459 | — |
-328
-3.4%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Small Faithward Advisors, LLC | $464,759 | 0.00% | 9,431 | — |
-9,527
-50.3%
|
Shares | 2026-08-12 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Mid INSIGNEO ADVISORY SERVICES, LLC | $431,594 | 0.00% | 8,758 | — | New | Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Mid QUADRANT CAPITAL GROUP LLC | $389,213 | 0.00% | 7,898 | — |
0
0.0%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Small NCM Capital Management, LLC | $379,456 | 0.00% | 7,700 | — | New | Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Micro Mission Financial Group, LLC | $367,579 | 0.00% | 7,459 | — | New | Shares | 2026-08-13 | ||||||||||||||||||||||||||||||||||||
| Large MAI Capital Management | $356,885 | 0.00% | 7,242 | — |
+834
+13.0%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Mid XTX Topco Ltd | $339,637 | 0.00% | 6,892 | — | New | Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Mega JANE STREET GROUP, LLC | $325,248 | 0.00% | 6,600 | — | New | Call | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Micro SARD WEALTH MANAGEMENT GROUP, LLC | $323,720 | 0.00% | 6,569 | — |
+9
+0.1%
|
Shares | 2026-08-12 | ||||||||||||||||||||||||||||||||||||
| Small SEEDS INVESTOR LLC | $310,266 | 0.00% | 6,296 | — |
-1
-0.0%
|
Shares | 2026-08-12 | ||||||||||||||||||||||||||||||||||||
| Small Vertex Planning Partners, LLC | $309,281 | 0.00% | 6,276 | — | New | Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Small Thompson David Blair | $304,402 | 0.00% | 6,177 | — |
-14,843
-70.6%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Small Sound View Wealth Advisors Group, LLC | $284,296 | 0.00% | 5,769 | — |
-55
-0.9%
|
Shares | 2026-08-11 | ||||||||||||||||||||||||||||||||||||
| Micro Carolina Wealth Management Inc | $279,910 | 0.00% | 5,680 | — | New | Shares | 2026-08-11 | ||||||||||||||||||||||||||||||||||||
| Small COFG Advisors, LLC | $273,208 | 0.00% | 5,544 | — | New | Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Micro Orcam Financial Group | $271,434 | 0.00% | 5,508 | — |
+15
+0.3%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Small SHP Wealth Management | $255,713 | 0.00% | 5,189 | — |
+157
+3.1%
|
Shares | 2026-08-11 | ||||||||||||||||||||||||||||||||||||
| Small MARK SHEPTOFF FINANCIAL PLANNING, LLC | $255,171 | 0.00% | 5,178 | — |
0
0.0%
|
Shares | 2026-08-13 | ||||||||||||||||||||||||||||||||||||
| Small TOWNSQUARE CAPITAL LLC | $245,759 | 0.00% | 4,987 | — | New | Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Micro ENTREWEALTH, LLC | $244,527 | 0.00% | 4,962 | — | New | Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Large GW&K Investment Management, LLC | $172,480 | 0.00% | 3,500 | — |
0
0.0%
|
Shares | 2026-08-12 | ||||||||||||||||||||||||||||||||||||
| Large HUNTINGTON NATIONAL BANK Bank | $150,796 | 0.00% | 3,060 | — |
+2,942
+2493.2%
|
Principal | 2026-08-13 | ||||||||||||||||||||||||||||||||||||
| Small Operose Advisors LLC | $125,664 | 0.00% | 2,550 | — |
-233
-8.4%
|
Shares | 2026-08-13 | ||||||||||||||||||||||||||||||||||||
| Micro Godfrey Financial Associates, Inc. | $115,167 | 0.00% | 2,337 | — |
+1,008
+75.8%
|
Shares | 2026-08-11 | ||||||||||||||||||||||||||||||||||||
| Mid UMB Bank, n.a. | $106,001 | 0.00% | 2,151 | — |
0
0.0%
|
Shares | 2026-08-13 | ||||||||||||||||||||||||||||||||||||
| Large VANGUARD ADVISERS INC | $102,305 | 0.00% | 2,076 | — |
+816
+64.8%
|
Shares | 2026-08-13 | ||||||||||||||||||||||||||||||||||||
| Small Colonial Trust Co / SC Bank | $98,116 | 0.00% | 1,991 | — | New | Shares | 2026-08-11 | ||||||||||||||||||||||||||||||||||||
| Large BROWN BROTHERS HARRIMAN & CO | $86,732 | 0.00% | 1,760 | — | New | Shares | 2026-08-12 | ||||||||||||||||||||||||||||||||||||
| Small MCGUIRE CAPITAL ADVISORS INC | $73,427 | 0.00% | 1,490 | — |
+1,357
+1020.3%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Small Wellington Grp LLC | $61,846 | 0.00% | 1,255 | — |
0
0.0%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Micro ESL Trust Services, LLC | $54,947 | 0.00% | 1,115 | — | New | Shares | 2026-08-13 | ||||||||||||||||||||||||||||||||||||
| Mid Ancora Advisors LLC | $43,169 | 0.00% | 876 | — |
+605
+223.2%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Mid Strategic Wealth Partners, Ltd. | $25,724 | 0.00% | 522 | — |
0
0.0%
|
Shares | 2026-08-12 | ||||||||||||||||||||||||||||||||||||
| Mid Atlantic Union Bankshares Corp | $20,697 | 0.00% | 420 | — |
0
0.0%
|
Shares | 2026-08-11 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Small ACTION POINT FINANCIAL PLANNING, LLC | $20,449 | 0.00% | 415 | — | New | Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Mid SIMPLEX TRADING, LLC | $12,172 | 0.00% | 247 | — |
-96
-28.0%
|
Shares | 2026-08-12 | ||||||||||||||||||||||||||||||||||||
| Mid HANTZ FINANCIAL SERVICES, INC. | $5,765 | 0.00% | 117 | — |
+64
+120.8%
|
Shares | 2026-08-13 | ||||||||||||||||||||||||||||||||||||
| Small NFSG Corp | $5,470 | 0.00% | 111 | — |
+110
+11000.0%
|
Shares | 2026-08-14 | ||||||||||||||||||||||||||||||||||||
| Micro MPWM ADVISORY SOLUTIONS, LLC | $1,724 | 0.00% | 35 | — |
-64
-64.6%
|
Shares | 2026-08-13 | ||||||||||||||||||||||||||||||||||||
| Mega LPL Financial LLC | $3,056,519,121 | 21.81% | 71,850,473 | — | Sold Out | Shares | 2026-05-06 | ||||||||||||||||||||||||||||||||||||
| Mega ENVESTNET ASSET MANAGEMENT INC | $884,943,284 | 6.32% | 20,802,616 | — | Sold Out | Shares | 2026-05-04 | ||||||||||||||||||||||||||||||||||||
| Large COMMONWEALTH EQUITY SERVICES, LLC | $572,929,017 | 4.09% | 13,468,007 | — | Sold Out | Shares | 2026-04-27 | ||||||||||||||||||||||||||||||||||||
| Large Cambridge Investment Research Advisors, Inc. | $324,772,310 | 2.32% | 7,634,516 | — | Sold Out | Shares | 2026-04-30 | ||||||||||||||||||||||||||||||||||||
| Small Confluence Wealth Services, Inc. | $257,107,676 | 1.83% | 6,043,904 | — | Sold Out | Shares | 2026-05-07 | ||||||||||||||||||||||||||||||||||||
| Large Kestra Advisory Services, LLC | $249,174,646 | 1.78% | 5,857,420 | — | Sold Out | Shares | 2026-04-30 | ||||||||||||||||||||||||||||||||||||
| Micro Forge Financial Services LLC | $240,041,351 | 1.71% | 5,642,721 | — | Sold Out | Shares | 2026-05-08 | ||||||||||||||||||||||||||||||||||||
| Large MML INVESTORS SERVICES, LLC | $181,721,989 | 1.30% | 4,271,791 | — | Sold Out | Shares | 2026-05-04 | ||||||||||||||||||||||||||||||||||||
| Mid Private Advisor Group, LLC | $159,585,959 | 1.14% | 3,751,433 | — | Sold Out | Shares | 2026-04-27 | ||||||||||||||||||||||||||||||||||||
| Mid D.A. DAVIDSON & CO. | $154,843,047 | 1.11% | 3,639,940 | — | Sold Out | Shares | 2026-05-05 | ||||||||||||||||||||||||||||||||||||
| Small Kestra Investment Management, LLC | $140,332,398 | 1.00% | 3,298,834 | — | Sold Out | Shares | 2026-05-11 | ||||||||||||||||||||||||||||||||||||
| Large Janney Montgomery Scott LLC | $139,547,960 | 1.00% | 3,280,394 | — | Sold Out | Shares | 2026-04-22 | ||||||||||||||||||||||||||||||||||||
| Mid Bogart Wealth, LLC | $102,036,486 | 0.73% | 2,398,601 | — | Sold Out | Shares | 2026-04-28 | ||||||||||||||||||||||||||||||||||||
| Large CWM, LLC | $99,550,066 | 0.71% | 2,340,152 | — | Sold Out | Shares | 2026-05-14 | ||||||||||||||||||||||||||||||||||||
| Micro Johnson Bixby & Associates, LLC | $89,746,978 | 0.64% | 2,109,708 | — | Sold Out | Shares | 2026-04-16 | ||||||||||||||||||||||||||||||||||||
| Large HighTower Advisors, LLC | $89,330,937 | 0.64% | 2,099,928 | — | Sold Out | Shares | 2026-05-05 | ||||||||||||||||||||||||||||||||||||
| Mid Equitable Holdings, Inc. | $81,253,824 | 0.58% | 1,910,057 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Large TRUIST FINANCIAL CORP | $80,960,808 | 0.58% | 1,903,169 | — | Sold Out | Shares | 2026-04-27 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Mid Merit Financial Group, LLC | $76,267,583 | 0.54% | 1,792,844 | — | Sold Out | Shares | 2026-04-15 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Mid Independent Advisor Alliance | $74,125,652 | 0.53% | 1,742,493 | — | Sold Out | Shares | 2026-05-12 | ||||||||||||||||||||||||||||||||||||
| Small Valmark Advisers, Inc. | $71,480,004 | 0.51% | 1,680,301 | — | Sold Out | Shares | 2026-05-01 | ||||||||||||||||||||||||||||||||||||
| Small WNY Asset Management, LLC | $67,647,788 | 0.48% | 1,590,216 | — | Sold Out | Shares | 2026-05-22 | ||||||||||||||||||||||||||||||||||||
| Small IAM Advisory, LLC | $61,869,920 | 0.44% | 1,454,394 | — | Sold Out | Shares | 2026-04-10 | ||||||||||||||||||||||||||||||||||||
| Mid Wealthcare Advisory Partners LLC | $55,544,860 | 0.40% | 1,305,709 | — | Sold Out | Shares | 2026-04-14 | ||||||||||||||||||||||||||||||||||||
| Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $55,229,767 | 0.39% | 1,298,302 | — | Sold Out | Shares | 2026-04-08 | ||||||||||||||||||||||||||||||||||||
| Mid Prospera Financial Services Inc | $49,731,429 | 0.35% | 1,169,051 | — | Sold Out | Shares | 2026-04-14 | ||||||||||||||||||||||||||||||||||||
| Mid BENJAMIN EDWARDS INC | $46,496,730 | 0.33% | 1,093,012 | — | Sold Out | Shares | 2026-05-12 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Small Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $45,849,909 | 0.33% | 1,077,807 | — | Sold Out | Shares | 2026-05-05 | ||||||||||||||||||||||||||||||||||||
| Micro Erickson Financial Group, LLC | $45,091,038 | 0.32% | 1,059,968 | — | Sold Out | Shares | 2026-04-08 | ||||||||||||||||||||||||||||||||||||
| Small Souders Financial Advisors | $43,373,613 | 0.31% | 1,019,596 | — | Sold Out | Shares | 2026-05-04 | ||||||||||||||||||||||||||||||||||||
| Mega Bank of New York Mellon Corp Bank | $42,319,598 | 0.30% | 994,819 | — | Sold Out | Shares | 2026-05-05 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Micro Summit Investment Advisory Services, LLC | $42,077,462 | 0.30% | 989,127 | — | Sold Out | Shares | 2026-04-23 | ||||||||||||||||||||||||||||||||||||
| Mid Procyon Advisors, LLC | $41,080,282 | 0.29% | 965,686 | — | Sold Out | Shares | 2026-05-04 | ||||||||||||||||||||||||||||||||||||
| Small Continuum Advisory, LLC | $40,676,194 | 0.29% | 956,187 | — | Sold Out | Shares | 2026-04-22 | ||||||||||||||||||||||||||||||||||||
| Mid Concurrent Investment Advisors, LLC | $40,482,892 | 0.29% | 951,643 | — | Sold Out | Shares | 2026-04-21 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Mid PARK NATIONAL CORP /OH/ | $39,761,669 | 0.28% | 934,689 | — | Sold Out | Shares | 2026-04-16 | ||||||||||||||||||||||||||||||||||||
| Mid Gerber Kawasaki Wealth & Investment Management | $36,503,914 | 0.26% | 858,108 | — | Sold Out | Shares | 2026-05-07 | ||||||||||||||||||||||||||||||||||||
| Large ASSETMARK, INC | $35,975,312 | 0.26% | 845,682 | — | Sold Out | Shares | 2026-05-06 | ||||||||||||||||||||||||||||||||||||
| Small AA Financial Advisors, LLC | $34,177,912 | 0.24% | 803,430 | — | Sold Out | Shares | 2026-04-21 | ||||||||||||||||||||||||||||||||||||
| Mid KESTRA PRIVATE WEALTH SERVICES, LLC | $32,912,985 | 0.23% | 773,695 | — | Sold Out | Shares | 2026-04-20 | ||||||||||||||||||||||||||||||||||||
| Small J. Derek Lewis & Associates Inc. | $32,114,339 | 0.23% | 754,921 | — | Sold Out | Shares | 2026-05-21 | ||||||||||||||||||||||||||||||||||||
| Micro Midwest Heritage Bank, FSB | $30,182,555 | 0.22% | 709,510 | — | Sold Out | Shares | 2026-04-15 | ||||||||||||||||||||||||||||||||||||
| Small BIP Wealth, LLC | $28,041,687 | 0.20% | 659,184 | — | Sold Out | Shares | 2026-04-27 | ||||||||||||||||||||||||||||||||||||
| Small AVAII WEALTH MANAGEMENT, LLC | $27,647,469 | 0.20% | 649,917 | — | Sold Out | Shares | 2026-04-21 | ||||||||||||||||||||||||||||||||||||
| Micro PCG Wealth Advisors, LLC | $27,539,162 | 0.20% | 647,371 | — | Sold Out | Shares | 2026-04-28 | ||||||||||||||||||||||||||||||||||||
| Micro Wealth Science Advisors LLC | $27,528,569 | 0.20% | 647,122 | — | Sold Out | Shares | 2026-04-08 | ||||||||||||||||||||||||||||||||||||
| Small SILVER OAK SECURITIES, INCORPORATED Broker-Dealer | $27,511,426 | 0.20% | 646,719 | — | Sold Out | Shares | 2026-04-20 | ||||||||||||||||||||||||||||||||||||
| Micro Royal Harbor Partners, LLC | $27,032,213 | 0.19% | 635,454 | — | Sold Out | Shares | 2026-04-24 | ||||||||||||||||||||||||||||||||||||
| Micro Ergawealth Advisors, Inc. | $26,970,955 | 0.19% | 634,014 | — | Sold Out | Shares | 2026-04-27 | ||||||||||||||||||||||||||||||||||||
| Mid GREAT VALLEY ADVISOR GROUP, INC. | $26,921,141 | 0.19% | 632,843 | — | Sold Out | Shares | 2026-05-11 | ||||||||||||||||||||||||||||||||||||
| Mid INDEPENDENT FINANCIAL GROUP, LLC | $26,903,444 | 0.19% | 632,427 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||||||||||||
| Mid IFP Advisors, Inc | $26,896,085 | 0.19% | 632,254 | — | Sold Out | Shares | 2026-04-13 | ||||||||||||||||||||||||||||||||||||
| Small Onyx Bridge Wealth Group LLC | $26,234,120 | 0.19% | 616,693 | — | Sold Out | Shares | 2026-04-22 | ||||||||||||||||||||||||||||||||||||
| Mid CARY STREET PARTNERS FINANCIAL LLC | $23,843,499 | 0.17% | 560,496 | — | Sold Out | Shares | 2026-04-29 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Small CREATIVE FINANCIAL DESIGNS INC /ADV | $23,595,661 | 0.17% | 554,670 | — | Sold Out | Shares | 2026-04-13 | ||||||||||||||||||||||||||||||||||||
| Small Teamwork Financial Advisors, LLC | $23,164,306 | 0.17% | 544,530 | — | Sold Out | Shares | 2026-04-09 | ||||||||||||||||||||||||||||||||||||
| Micro New England Private Wealth Advisors LLC | $22,976,917 | 0.16% | 540,125 | — | Sold Out | Shares | 2026-05-08 | ||||||||||||||||||||||||||||||||||||
| Micro Capital Advantage, Inc. | $22,839,130 | 0.16% | 536,886 | — | Sold Out | Shares | 2026-04-13 | ||||||||||||||||||||||||||||||||||||
| Micro Main Line Retirement Advisors, LLC Pension | $21,633,589 | 0.15% | 508,547 | — | Sold Out | Shares | 2026-04-21 | ||||||||||||||||||||||||||||||||||||
| Mid Geneos Wealth Management Inc. | $21,290,249 | 0.15% | 500,476 | — | Sold Out | Shares | 2026-05-05 | ||||||||||||||||||||||||||||||||||||
| Micro KWB Wealth | $21,252,941 | 0.15% | 499,599 | — | Sold Out | Shares | 2026-04-08 | ||||||||||||||||||||||||||||||||||||
| Mid Kingsview Wealth Management, LLC | $20,761,817 | 0.15% | 488,054 | — | Sold Out | Shares | 2026-05-12 | ||||||||||||||||||||||||||||||||||||
| Micro Challenger Wealth Management | $20,156,515 | 0.14% | 473,825 | — | Sold Out | Shares | 2026-05-28 | ||||||||||||||||||||||||||||||||||||
| Mid MISSION WEALTH MANAGEMENT, LP | $19,771,230 | 0.14% | 464,768 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||||||||||||
| Micro SILVIA MCCOLL WEALTH MANAGEMENT, LLC | $19,295,718 | 0.14% | 453,590 | — | Sold Out | Shares | 2026-04-09 | ||||||||||||||||||||||||||||||||||||
| Micro ACT Advisors, LLC. | $19,217,912 | 0.14% | 451,761 | — | Sold Out | Shares | 2026-04-14 | ||||||||||||||||||||||||||||||||||||
| Micro Clarity Retirement & Wealth, LLC Pension | $19,183,030 | 0.14% | 450,941 | — | Sold Out | Shares | 2026-04-28 | ||||||||||||||||||||||||||||||||||||
| Mid Apollon Wealth Management, LLC | $18,982,156 | 0.14% | 446,219 | — | Sold Out | Shares | 2026-04-22 | ||||||||||||||||||||||||||||||||||||
| Small HighPoint Advisor Group LLC | $18,882,952 | 0.13% | 443,887 | — | Sold Out | Shares | 2026-05-14 | ||||||||||||||||||||||||||||||||||||
| Small CJM Wealth Advisers, Ltd. | $18,579,387 | 0.13% | 436,751 | — | Sold Out | Shares | 2026-04-13 | ||||||||||||||||||||||||||||||||||||
| Small Beacon Financial Advisory LLC | $18,206,013 | 0.13% | 427,974 | — | Sold Out | Shares | 2026-04-27 | ||||||||||||||||||||||||||||||||||||
| Micro VVR Holdings LLC | $18,094,686 | 0.13% | 425,357 | — | Sold Out | Shares | 2026-04-16 | ||||||||||||||||||||||||||||||||||||
| Small SAGE PRIVATE WEALTH GROUP, LLC | $17,921,293 | 0.13% | 421,281 | — | Sold Out | Shares | 2026-05-01 | ||||||||||||||||||||||||||||||||||||
| Mid Venture Visionary Partners LLC | $17,839,744 | 0.13% | 419,364 | — | Sold Out | Shares | 2026-05-14 | ||||||||||||||||||||||||||||||||||||
| Micro Platt Wealth Management LLC | $17,793,375 | 0.13% | 418,274 | — | Sold Out | Shares | 2026-05-01 | ||||||||||||||||||||||||||||||||||||
| Mid Sigma Planning Corp | $17,519,163 | 0.13% | 411,828 | — | Sold Out | Shares | 2026-05-04 | ||||||||||||||||||||||||||||||||||||
| Micro WJ Wealth Management, LLC | $17,390,819 | 0.12% | 408,811 | — | Sold Out | Shares | 2026-04-29 | ||||||||||||||||||||||||||||||||||||
| Small First Heartland Consultants, Inc. | $16,717,454 | 0.12% | 392,982 | — | Sold Out | Shares | 2026-04-08 | ||||||||||||||||||||||||||||||||||||
| Micro Kropog Financial Group, LLC | $16,456,428 | 0.12% | 386,846 | — | Sold Out | Shares | 2026-04-24 | ||||||||||||||||||||||||||||||||||||
| Mid ST GERMAIN D J CO INC | $16,330,723 | 0.12% | 383,891 | — | Sold Out | Shares | 2026-04-13 | ||||||||||||||||||||||||||||||||||||
| Mid Beacon Pointe Advisors, LLC | $16,277,080 | 0.12% | 382,630 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||||||||||||
| Mega CITIGROUP INC | $16,105,346 | 0.11% | 378,593 | — | Sold Out | Shares | 2026-05-11 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Micro Melone Private Wealth, LLC | $15,746,436 | 0.11% | 370,156 | — | Sold Out | Shares | 2026-04-08 | ||||||||||||||||||||||||||||||||||||
| Small FORTRESS PRIVATE LEDGER, LLC | $15,671,948 | 0.11% | 368,405 | — | Sold Out | Shares | 2026-05-13 | ||||||||||||||||||||||||||||||||||||
| Large DAVENPORT & Co LLC | $15,392,163 | 0.11% | 361,828 | — | Sold Out | Shares | 2026-04-15 | ||||||||||||||||||||||||||||||||||||
| Micro REGIMEN WEALTH, LLC | $15,234,041 | 0.11% | 358,111 | — | Sold Out | Shares | 2026-05-07 | ||||||||||||||||||||||||||||||||||||
| Mid PRINCIPAL SECURITIES, INC. Broker-Dealer | $15,195,926 | 0.11% | 357,215 | — | Sold Out | Shares | 2026-05-13 | ||||||||||||||||||||||||||||||||||||
| Small Sovran Advisors, LLC | $14,431,482 | 0.10% | 339,245 | — | Sold Out | Shares | 2026-05-01 | ||||||||||||||||||||||||||||||||||||
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | $14,428,419 | 0.10% | 339,173 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
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| Small KPP Advisory Services LLC | $14,350,698 | 0.10% | 337,346 | — | Sold Out | Shares | 2026-04-24 | ||||||||||||||||||||||||||||||||||||
| Micro Ruggaard & Associates LLC | $14,296,673 | 0.10% | 336,076 | — | Sold Out | Shares | 2026-05-26 | ||||||||||||||||||||||||||||||||||||
| Mid WEDBUSH SECURITIES INC Broker-Dealer | $14,270,425 | 0.10% | 335,459 | — | Sold Out | Shares | 2026-04-21 | ||||||||||||||||||||||||||||||||||||
| Micro Gutierrez Wealth Advisory, LLC | $14,127,703 | 0.10% | 332,104 | — | Sold Out | Shares | 2026-04-21 | ||||||||||||||||||||||||||||||||||||
| Micro Code Waechter LLC | $13,896,414 | 0.10% | 326,667 | — | Sold Out | Shares | 2026-04-15 | ||||||||||||||||||||||||||||||||||||
| Micro Hartmann Taylor Wealth Management, LLC | $13,868,082 | 0.10% | 326,001 | — | Sold Out | Shares | 2026-04-22 | ||||||||||||||||||||||||||||||||||||
| Micro Greenbush Financial Group, LLC | $13,633,049 | 0.10% | 320,476 | — | Sold Out | Shares | 2026-04-17 | ||||||||||||||||||||||||||||||||||||
| Small FOUNDERS FINANCIAL SECURITIES LLC Broker-Dealer | $13,554,264 | 0.10% | 318,624 | — | Sold Out | Shares | 2026-04-17 | ||||||||||||||||||||||||||||||||||||
| Mid NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $12,958,322 | 0.09% | 304,615 | — | Sold Out | Shares | 2026-04-15 | ||||||||||||||||||||||||||||||||||||
| Micro Pinnacle Wealth Management, LLC | $12,796,159 | 0.09% | 300,803 | — | Sold Out | Shares | 2026-04-21 | ||||||||||||||||||||||||||||||||||||
| Small Gateway Wealth Partners, LLC | $12,627,445 | 0.09% | 296,837 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||||||||||||
| Mid RFG Advisory, LLC | $12,516,374 | 0.09% | 294,226 | — | Sold Out | Shares | 2026-04-20 | ||||||||||||||||||||||||||||||||||||
| Mid ROTHSCHILD INVESTMENT LLC | $12,473,834 | 0.09% | 293,226 | — | Sold Out | Shares | 2026-05-07 | ||||||||||||||||||||||||||||||||||||
| Micro Vigil Wealth Management, LLC | $12,337,748 | 0.09% | 290,027 | — | Sold Out | Shares | 2026-04-21 | ||||||||||||||||||||||||||||||||||||
| Small Armstrong, Fleming & Moore, Inc | $11,988,410 | 0.09% | 281,815 | — | Sold Out | Shares | 2026-04-13 | ||||||||||||||||||||||||||||||||||||
| Small AdvisorNet Financial, Inc | $11,935,107 | 0.09% | 280,562 | — | Sold Out | Shares | 2026-04-17 | ||||||||||||||||||||||||||||||||||||
| Mid OPPENHEIMER & CO INC | $11,828,885 | 0.08% | 278,065 | — | Sold Out | Shares | 2026-04-24 | ||||||||||||||||||||||||||||||||||||
| Small Kaizen Financial Strategies | $11,819,313 | 0.08% | 277,840 | — | Sold Out | Shares | 2026-05-01 | ||||||||||||||||||||||||||||||||||||
| Mid Arkadios Wealth Advisors | $11,818,504 | 0.08% | 277,821 | — | Sold Out | Shares | 2026-05-18 | ||||||||||||||||||||||||||||||||||||
| Micro Swisher Financial Concepts, Inc. | $11,720,918 | 0.08% | 275,527 | — | Sold Out | Shares | 2026-04-16 | ||||||||||||||||||||||||||||||||||||
| Micro IMG Wealth Management, Inc. | $11,680,760 | 0.08% | 274,583 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||||||||||||
| Small Bouvel Investment Partners, LLC | $11,677,315 | 0.08% | 274,502 | — | Sold Out | Shares | 2026-04-10 | ||||||||||||||||||||||||||||||||||||
| Micro FSA WEALTH PARTNERS, INC. | $11,524,340 | 0.08% | 270,906 | — | Sold Out | Shares | 2026-04-27 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
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| Micro WIN ADVISORS, INC | $11,463,806 | 0.08% | 269,483 | — | Sold Out | Shares | 2026-05-01 | ||||||||||||||||||||||||||||||||||||
| Mid Essex Financial Services, Inc. | $11,451,342 | 0.08% | 269,190 | — | Sold Out | Shares | 2026-04-24 | ||||||||||||||||||||||||||||||||||||
| Small COZAD ASSET MANAGEMENT INC | $11,431,901 | 0.08% | 268,733 | — | Sold Out | Shares | 2026-05-28 | ||||||||||||||||||||||||||||||||||||
| Micro Gaddis Premier Wealth Advisors LLC | $11,403,017 | 0.08% | 268,054 | — | Sold Out | Shares | 2026-05-05 | ||||||||||||||||||||||||||||||||||||
| Small HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | $11,233,920 | 0.08% | 264,079 | — | Sold Out | Shares | 2026-04-27 | ||||||||||||||||||||||||||||||||||||
| Small Integrity Advisory Solutions, LLC | $11,008,756 | 0.08% | 258,786 | — | Sold Out | Shares | 2026-05-11 | ||||||||||||||||||||||||||||||||||||
| Mid J.W. COLE ADVISORS, INC. | $10,997,355 | 0.08% | 258,518 | — | Sold Out | Shares | 2026-04-23 | ||||||||||||||||||||||||||||||||||||
| Small LongView Wealth Management | $10,976,851 | 0.08% | 258,036 | — | Sold Out | Shares | 2026-04-15 | ||||||||||||||||||||||||||||||||||||
| Mid SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $10,890,579 | 0.08% | 256,008 | — | Sold Out | Shares | 2026-04-15 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Micro Keenan, LLC | $10,799,757 | 0.08% | 253,873 | — | Sold Out | Shares | 2026-04-23 | ||||||||||||||||||||||||||||||||||||
| Micro Ridgeline Wealth Planning, LLC | $10,703,319 | 0.08% | 251,606 | — | Sold Out | Shares | 2026-05-05 | ||||||||||||||||||||||||||||||||||||
| Small CFS Investment Advisory Services, LLC | $10,530,734 | 0.08% | 247,549 | — | Sold Out | Shares | 2026-04-29 | ||||||||||||||||||||||||||||||||||||
| Micro WealthCare Investment Partners, LLC | $10,477,134 | 0.07% | 246,289 | — | Sold Out | Shares | 2026-04-09 | ||||||||||||||||||||||||||||||||||||
| Small Tempus Wealth Planning, LLC | $10,475,815 | 0.07% | 246,258 | — | Sold Out | Shares | 2026-04-29 | ||||||||||||||||||||||||||||||||||||
| Small Magnus Financial Group LLC | $10,426,639 | 0.07% | 245,102 | — | Sold Out | Shares | 2026-04-10 | ||||||||||||||||||||||||||||||||||||
| Mid STEPHENS INC /AR/ | $10,338,240 | 0.07% | 243,024 | — | Sold Out | Shares | 2026-04-28 | ||||||||||||||||||||||||||||||||||||
| Micro BetterWealth, LLC | $10,233,379 | 0.07% | 240,559 | — | Sold Out | Shares | 2026-04-24 | ||||||||||||||||||||||||||||||||||||
| Small FLAGSHIP HARBOR ADVISORS, LLC | $10,231,040 | 0.07% | 240,504 | — | Sold Out | Shares | 2026-04-28 | ||||||||||||||||||||||||||||||||||||
| Mid Envestnet Portfolio Solutions, Inc. | $10,205,899 | 0.07% | 239,913 | — | Sold Out | Shares | 2026-04-29 | ||||||||||||||||||||||||||||||||||||
| Small SEAMOUNT FINANCIAL GROUP INC | $10,180,077 | 0.07% | 239,306 | — | Sold Out | Shares | 2026-04-24 | ||||||||||||||||||||||||||||||||||||
| Micro Smith Thornton Advisors LLC | $10,132,389 | 0.07% | 238,185 | — | Sold Out | Shares | 2026-04-16 | ||||||||||||||||||||||||||||||||||||
| Micro BARNES PETTEY FINANCIAL ADVISORS, LLC | $10,127,370 | 0.07% | 238,067 | — | Sold Out | Shares | 2026-04-24 | ||||||||||||||||||||||||||||||||||||
| Small CONSILIO WEALTH ADVISORS, LLC | $10,123,711 | 0.07% | 237,981 | — | Sold Out | Shares | 2026-05-04 | ||||||||||||||||||||||||||||||||||||
| Small Fermata Advisors, LLC | $9,931,813 | 0.07% | 233,470 | — | Sold Out | Shares | 2026-04-08 | ||||||||||||||||||||||||||||||||||||
| Micro Freedom Financial Partners LLC | $9,901,525 | 0.07% | 232,758 | — | Sold Out | Shares | 2026-04-16 | ||||||||||||||||||||||||||||||||||||
| Mid Kovack Advisors, Inc. | $9,757,144 | 0.07% | 229,364 | — | Sold Out | Shares | 2026-05-13 | ||||||||||||||||||||||||||||||||||||
| Micro Nicholson Meyer Capital Management, Inc. | $9,564,778 | 0.07% | 224,842 | — | Sold Out | Shares | 2026-04-22 | ||||||||||||||||||||||||||||||||||||
| Micro Boyer Financial Services, Inc. | $9,552,484 | 0.07% | 224,553 | — | Sold Out | Shares | 2026-04-10 | ||||||||||||||||||||||||||||||||||||
| Micro Dean, Jacobson Financial Services, LLC | $9,539,595 | 0.07% | 224,250 | — | Sold Out | Shares | 2026-04-28 | ||||||||||||||||||||||||||||||||||||
| Mid U.S. Capital Wealth Advisors, LLC | $9,323,236 | 0.07% | 219,164 | — | Sold Out | Shares | 2026-04-07 | ||||||||||||||||||||||||||||||||||||
| Small CLG LLC | $9,211,611 | 0.07% | 216,540 | — | Sold Out | Shares | 2026-05-14 | ||||||||||||||||||||||||||||||||||||
| Micro Armor Investment Advisors, LLC | $9,160,903 | 0.07% | 215,348 | — | Sold Out | Shares | 2026-04-29 | ||||||||||||||||||||||||||||||||||||
| Mid DIVERSIFY WEALTH MANAGEMENT, LLC | $8,954,882 | 0.06% | 210,505 | — | Sold Out | Shares | 2026-05-01 | ||||||||||||||||||||||||||||||||||||
| Micro Ball & Co Wealth Management Inc. | $8,935,612 | 0.06% | 210,052 | — | Sold Out | Shares | 2026-05-01 | ||||||||||||||||||||||||||||||||||||
| Small Olistico Wealth, LLC | $8,903,111 | 0.06% | 209,288 | — | Sold Out | Shares | 2026-04-09 | ||||||||||||||||||||||||||||||||||||
| Micro STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | $8,888,690 | 0.06% | 208,949 | — | Sold Out | Shares | 2026-04-09 | ||||||||||||||||||||||||||||||||||||
| Small C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $8,739,885 | 0.06% | 205,451 | — | Sold Out | Shares | 2026-04-09 | ||||||||||||||||||||||||||||||||||||
| Small NOVEM GROUP | $8,736,184 | 0.06% | 205,364 | — | Sold Out | Shares | 2026-04-13 | ||||||||||||||||||||||||||||||||||||
| Small Avior Wealth Management, LLC | $8,597,589 | 0.06% | 202,106 | — | Sold Out | Shares | 2026-04-09 | ||||||||||||||||||||||||||||||||||||
| Micro Richmond Investment Services, LLC | $8,298,915 | 0.06% | 195,085 | — | Sold Out | Shares | 2026-04-29 | ||||||||||||||||||||||||||||||||||||
| Small EWA, LLC | $8,265,181 | 0.06% | 194,292 | — | Sold Out | Shares | 2026-04-23 | ||||||||||||||||||||||||||||||||||||
| Small PFG Advisors | $8,221,705 | 0.06% | 193,270 | — | Sold Out | Shares | 2026-05-05 | ||||||||||||||||||||||||||||||||||||
| Small SITTNER & NELSON, LLC | $8,128,500 | 0.06% | 191,079 | — | Sold Out | Shares | 2026-05-12 | ||||||||||||||||||||||||||||||||||||
| Small Secure Asset Management, LLC | $8,092,596 | 0.06% | 190,235 | — | Sold Out | Shares | 2026-04-09 | ||||||||||||||||||||||||||||||||||||
| Micro Cassady Wealth & Retirement Planning, LLC Pension | $7,920,522 | 0.06% | 186,190 | — | Sold Out | Shares | 2026-05-18 | ||||||||||||||||||||||||||||||||||||
| Mid Farther Finance Advisors, LLC | $7,840,802 | 0.06% | 184,316 | — | Sold Out | Shares | 2026-04-07 | ||||||||||||||||||||||||||||||||||||
| Mid Prime Capital Investment Advisors, LLC | $7,822,978 | 0.06% | 183,897 | — | Sold Out | Shares | 2026-05-08 | ||||||||||||||||||||||||||||||||||||
| Mid OneDigital Investment Advisors LLC | $7,798,815 | 0.06% | 183,329 | — | Sold Out | Shares | 2026-05-08 | ||||||||||||||||||||||||||||||||||||
| Small Koshinski Asset Management, Inc. | $7,569,227 | 0.05% | 177,932 | — | Sold Out | Shares | 2026-04-27 | ||||||||||||||||||||||||||||||||||||
| Small Convergence Financial, LLC | $7,548,935 | 0.05% | 177,455 | — | Sold Out | Shares | 2026-05-11 | ||||||||||||||||||||||||||||||||||||
| Mid MGO ONE SEVEN LLC | $7,511,925 | 0.05% | 176,585 | — | Sold Out | Shares | 2026-05-14 | ||||||||||||||||||||||||||||||||||||
| Small VICUS CAPITAL | $7,091,971 | 0.05% | 166,713 | — | Sold Out | Shares | 2026-04-22 | ||||||||||||||||||||||||||||||||||||
| Micro DAHRING | CUSMANO LLC | $6,832,774 | 0.05% | 160,620 | — | Sold Out | Shares | 2026-05-05 | ||||||||||||||||||||||||||||||||||||
| Small Aprio Wealth Management, LLC | $6,626,540 | 0.05% | 155,772 | — | Sold Out | Shares | 2026-05-11 | ||||||||||||||||||||||||||||||||||||
| Small Accel Wealth Management | $6,542,141 | 0.05% | 153,788 | — | Sold Out | Shares | 2026-04-08 | ||||||||||||||||||||||||||||||||||||
| Micro Quantum Financial Planning Services, Inc. | $6,516,617 | 0.05% | 153,188 | — | Sold Out | Shares | 2026-04-14 | ||||||||||||||||||||||||||||||||||||
| Small Bill Few Associates, Inc. | $6,474,843 | 0.05% | 152,206 | — | Sold Out | Shares | 2026-04-08 | ||||||||||||||||||||||||||||||||||||
| Micro Investment Advisory Services Group LLC | $6,372,321 | 0.05% | 149,796 | — | Sold Out | Shares | 2026-04-28 | ||||||||||||||||||||||||||||||||||||
| Mid Cullen/Frost Bankers, Inc. Bank | $6,256,102 | 0.04% | 147,064 | — | Sold Out | Shares | 2026-05-05 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
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| Mid Ashton Thomas Private Wealth, LLC | $6,160,600 | 0.04% | 144,819 | — | Sold Out | Shares | 2026-05-11 | ||||||||||||||||||||||||||||||||||||
| Micro Greenline Wealth Management LLC | $6,118,443 | 0.04% | 143,828 | — | Sold Out | Shares | 2026-05-14 | ||||||||||||||||||||||||||||||||||||
| Micro Future Financial Wealth Managment LLC | $6,099,555 | 0.04% | 143,384 | — | Sold Out | Shares | 2026-04-16 | ||||||||||||||||||||||||||||||||||||
| Small First Pacific Financial | $6,097,385 | 0.04% | 143,333 | — | Sold Out | Shares | 2026-04-23 | ||||||||||||||||||||||||||||||||||||
| Mid Pallas Capital Advisors LLC | $6,093,514 | 0.04% | 143,242 | — | Sold Out | Shares | 2026-04-21 | ||||||||||||||||||||||||||||||||||||
| Micro New England Capital Financial Advisors LLC | $6,074,924 | 0.04% | 142,805 | — | Sold Out | Shares | 2026-04-27 | ||||||||||||||||||||||||||||||||||||
| Micro Affiance Financial, LLC | $6,053,952 | 0.04% | 142,312 | — | Sold Out | Shares | 2026-04-14 | ||||||||||||||||||||||||||||||||||||
| Small CGN Advisors LLC | $5,981,421 | 0.04% | 140,607 | — | Sold Out | Shares | 2026-04-13 | ||||||||||||||||||||||||||||||||||||
| Micro Harpswell Capital Advisors, LLC | $5,937,052 | 0.04% | 139,564 | — | Sold Out | Shares | 2026-04-10 | ||||||||||||||||||||||||||||||||||||
| Small M.E. ALLISON & CO., INC. | $5,924,077 | 0.04% | 139,259 | — | Sold Out | Shares | 2026-04-08 | ||||||||||||||||||||||||||||||||||||
| Micro Alliance Private Wealth, LLC | $5,850,483 | 0.04% | 137,529 | — | Sold Out | Shares | 2026-05-13 | ||||||||||||||||||||||||||||||||||||
| Mid Gladstone Institutional Advisory LLC | $5,802,583 | 0.04% | 136,403 | — | Sold Out | Shares | 2026-05-14 | ||||||||||||||||||||||||||||||||||||
| Micro Mascagni Wealth Management, Inc. | $5,730,052 | 0.04% | 134,698 | — | Sold Out | Shares | 2026-05-19 | ||||||||||||||||||||||||||||||||||||
| Small Aurdan Capital Management, LLC | $5,705,124 | 0.04% | 134,112 | — | Sold Out | Shares | 2026-04-21 | ||||||||||||||||||||||||||||||||||||
| Mid CHOREO, LLC | $5,692,617 | 0.04% | 133,818 | — | Sold Out | Shares | 2026-05-13 | ||||||||||||||||||||||||||||||||||||
| Micro Scott Capital Advisors, LLC | $5,670,028 | 0.04% | 133,287 | — | Sold Out | Shares | 2026-04-15 | ||||||||||||||||||||||||||||||||||||
| Small Clear Creek Financial Management, LLC | $5,641,399 | 0.04% | 132,614 | — | Sold Out | Shares | 2026-04-23 | ||||||||||||||||||||||||||||||||||||
| Small Balentine LLC | $5,590,223 | 0.04% | 131,411 | — | Sold Out | Shares | 2026-04-24 | ||||||||||||||||||||||||||||||||||||
| Small Lodestone Wealth Management LLC | $5,563,636 | 0.04% | 130,786 | — | Sold Out | Shares | 2026-05-01 | ||||||||||||||||||||||||||||||||||||
| Small Patriot Financial Group Insurance Agency, LLC Insurance | $5,531,816 | 0.04% | 130,038 | — | Sold Out | Shares | 2026-04-22 | ||||||||||||||||||||||||||||||||||||
| Micro Smallwood Wealth Investment Management, LLC | $5,529,987 | 0.04% | 129,995 | — | Sold Out | Shares | 2026-04-22 | ||||||||||||||||||||||||||||||||||||
| Mid Capital Analysts, LLC | $5,466,262 | 0.04% | 128,497 | — | Sold Out | Shares | 2026-05-14 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Small Cornerstone Advisory, LLC | $5,397,305 | 0.04% | 126,876 | — | Sold Out | Shares | 2026-05-04 | ||||||||||||||||||||||||||||||||||||
| Micro Bravera Wealth | $5,282,702 | 0.04% | 124,182 | — | Sold Out | Shares | 2026-04-22 | ||||||||||||||||||||||||||||||||||||
| Mid Bleakley Financial Group, LLC | $5,117,944 | 0.04% | 120,309 | — | Sold Out | Shares | 2026-05-04 | ||||||||||||||||||||||||||||||||||||
| Mid KINGSWOOD WEALTH ADVISORS, LLC | $5,112,372 | 0.04% | 120,178 | — | Sold Out | Shares | 2026-04-28 | ||||||||||||||||||||||||||||||||||||
| Micro RM Financial Services, LLC | $5,062,557 | 0.04% | 119,007 | — | Sold Out | Shares | 2026-05-14 | ||||||||||||||||||||||||||||||||||||
| Micro Aspire Growth Partners LLC | $5,024,739 | 0.04% | 118,118 | — | Sold Out | Shares | 2026-04-17 | ||||||||||||||||||||||||||||||||||||
| Small Cornerstone Wealth Management, LLC | $4,994,706 | 0.04% | 117,412 | — | Sold Out | Shares | 2026-04-24 | ||||||||||||||||||||||||||||||||||||
| Mid Spire Wealth Management | $4,981,093 | 0.04% | 117,092 | — | Sold Out | Shares | 2026-04-22 | ||||||||||||||||||||||||||||||||||||
| Mid PARK AVENUE SECURITIES LLC Broker-Dealer | $4,926,429 | 0.04% | 115,807 | — | Sold Out | Shares | 2026-04-07 | ||||||||||||||||||||||||||||||||||||
| Small UPTICK PARTNERS, LLC | $4,917,666 | 0.04% | 115,601 | — | Sold Out | Shares | 2026-05-04 | ||||||||||||||||||||||||||||||||||||
| Mid EverSource Wealth Advisors, LLC | $4,848,921 | 0.03% | 113,985 | — | Sold Out | Shares | 2026-05-18 | ||||||||||||||||||||||||||||||||||||
| Micro Leo H. Evart, Inc. | $4,800,511 | 0.03% | 112,847 | — | Sold Out | Shares | 2026-05-14 | ||||||||||||||||||||||||||||||||||||
| Small HBW ADVISORY SERVICES LLC | $4,777,624 | 0.03% | 112,309 | — | Sold Out | Shares | 2026-05-04 | ||||||||||||||||||||||||||||||||||||
| Mid Focus Financial Network, Inc. | $4,712,368 | 0.03% | 110,775 | — | Sold Out | Shares | 2026-04-14 | ||||||||||||||||||||||||||||||||||||
| Micro BlueChip Wealth Advisors LLC | $4,709,603 | 0.03% | 110,710 | — | Sold Out | Shares | 2026-05-05 | ||||||||||||||||||||||||||||||||||||
| Mid CENTAURUS FINANCIAL, INC. | $4,685,227 | 0.03% | 110,137 | — | Sold Out | Shares | 2026-05-18 | ||||||||||||||||||||||||||||||||||||
| Small Stonebridge Financial Group, LLC | $4,549,014 | 0.03% | 106,935 | — | Sold Out | Shares | 2026-04-08 | ||||||||||||||||||||||||||||||||||||
| Small VICTORY FINANCIAL GROUP, LLC | $4,512,600 | 0.03% | 106,079 | — | Sold Out | Shares | 2026-04-27 | ||||||||||||||||||||||||||||||||||||
| Mid SAGESPRING WEALTH PARTNERS, LLC | $4,476,356 | 0.03% | 105,227 | — | Sold Out | Shares | 2026-05-07 | ||||||||||||||||||||||||||||||||||||
| Micro Fearless Solutions, LLC dba Best Invest | $4,437,772 | 0.03% | 104,320 | — | Sold Out | Shares | 2026-04-22 | ||||||||||||||||||||||||||||||||||||
| Small GREENWOOD CAPITAL ASSOCIATES LLC | $4,364,986 | 0.03% | 102,609 | — | Sold Out | Shares | 2026-04-29 | ||||||||||||||||||||||||||||||||||||
| Small TITLEIST ASSET MANAGEMENT, LLC | $4,289,605 | 0.03% | 100,837 | — | Sold Out | Shares | 2026-04-30 | ||||||||||||||||||||||||||||||||||||
| Micro Bulwark Capital Corp | $4,286,245 | 0.03% | 100,758 | — | Sold Out | Shares | 2026-04-07 | ||||||||||||||||||||||||||||||||||||
| Small Ethos Financial Group, LLC | $4,245,917 | 0.03% | 99,810 | — | Sold Out | Shares | 2026-05-05 | ||||||||||||||||||||||||||||||||||||
| Micro Kuhn & Co Investment Counsel | $4,073,545 | 0.03% | 95,758 | — | Sold Out | Shares | 2026-05-12 | ||||||||||||||||||||||||||||||||||||
| Micro WESPAC Advisors, LLC | $4,036,025 | 0.03% | 94,876 | — | Sold Out | Shares | 2026-04-29 | ||||||||||||||||||||||||||||||||||||
| Micro True Blue Financial, LLC | $4,019,221 | 0.03% | 94,481 | — | Sold Out | Shares | 2026-04-24 | ||||||||||||||||||||||||||||||||||||
| Large FIFTH THIRD BANCORP Bank | $3,908,532 | 0.03% | 91,879 | — | Sold Out | Shares | 2026-05-01 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Micro Tribridge Partners Financial LLC | $3,854,421 | 0.03% | 90,607 | — | Sold Out | Shares | 2026-04-15 | ||||||||||||||||||||||||||||||||||||
| Small Owen LaRue, LLC | $3,786,740 | 0.03% | 89,016 | — | Sold Out | Shares | 2026-04-30 | ||||||||||||||||||||||||||||||||||||
| Small VISTA INVESTMENT PARTNERS II, LLC | $3,785,421 | 0.03% | 88,985 | — | Sold Out | Shares | 2026-04-23 | ||||||||||||||||||||||||||||||||||||
| Micro Latitude Advisors, LLC | $3,720,888 | 0.03% | 87,468 | — | Sold Out | Shares | 2026-04-27 | ||||||||||||||||||||||||||||||||||||
| Mid Capital Investment Advisors, LLC | $3,697,661 | 0.03% | 86,922 | — | Sold Out | Shares | 2026-04-17 | ||||||||||||||||||||||||||||||||||||
| Mid Dynamic Advisor Solutions LLC | $3,689,664 | 0.03% | 86,734 | — | Sold Out | Shares | 2026-04-08 | ||||||||||||||||||||||||||||||||||||
| Micro APS Management Group, Inc. | $3,681,071 | 0.03% | 86,532 | — | Sold Out | Shares | 2026-04-15 | ||||||||||||||||||||||||||||||||||||
| Micro CERTIOR FINANCIAL GROUP, LLC | $3,654,824 | 0.03% | 85,915 | — | Sold Out | Shares | 2026-04-27 | ||||||||||||||||||||||||||||||||||||
| Micro GENESIS PRIVATE WEALTH, LLC | $3,640,275 | 0.03% | 85,573 | — | Sold Out | Shares | 2026-04-16 | ||||||||||||||||||||||||||||||||||||
| Small Sunbelt Securities, Inc. Broker-Dealer | $3,480,665 | 0.02% | 81,821 | — | Sold Out | Shares | 2026-05-18 | ||||||||||||||||||||||||||||||||||||
| Micro EQ WEALTH ADVISORS, LLC | $3,453,992 | 0.02% | 81,194 | — | Sold Out | Shares | 2026-05-01 | ||||||||||||||||||||||||||||||||||||
| Small Strategic Blueprint, LLC | $3,453,737 | 0.02% | 81,188 | — | Sold Out | Shares | 2026-04-29 | ||||||||||||||||||||||||||||||||||||
| Mid Jacobi Capital Management LLC | $3,400,307 | 0.02% | 79,932 | — | Sold Out | Shares | 2026-05-14 | ||||||||||||||||||||||||||||||||||||
| Micro Oxinas Partners, LLC | $3,365,467 | 0.02% | 79,113 | — | Sold Out | Shares | 2026-04-10 | ||||||||||||||||||||||||||||||||||||
| Micro A&I FINANCIAL SERVICES, LLC | $3,298,806 | 0.02% | 77,546 | — | Sold Out | Shares | 2026-04-15 | ||||||||||||||||||||||||||||||||||||
| Small SILVERLAKE WEALTH MANAGEMENT LLC | $3,283,747 | 0.02% | 77,192 | — | Sold Out | Shares | 2026-04-15 | ||||||||||||||||||||||||||||||||||||
| Small ASHTON THOMAS SECURITIES, LLC Broker-Dealer | $3,221,384 | 0.02% | 75,726 | — | Sold Out | Shares | 2026-05-18 | ||||||||||||||||||||||||||||||||||||
| Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $3,140,600 | 0.02% | 73,827 | — | Sold Out | Shares | 2026-05-01 | ||||||||||||||||||||||||||||||||||||
| Small StrongBox Wealth, LLC | $3,081,895 | 0.02% | 72,447 | — | Sold Out | Shares | 2026-05-08 | ||||||||||||||||||||||||||||||||||||
| Small Elequin Capital, LP | $3,065,389 | 0.02% | 72,059 | — | Sold Out | Shares | 2026-05-11 | ||||||||||||||||||||||||||||||||||||
| Micro Financial Council, LLC | $3,055,478 | 0.02% | 71,826 | — | Sold Out | Shares | 2026-04-21 | ||||||||||||||||||||||||||||||||||||
| Micro LANDAAS & CO /WI /ADV | $3,027,656 | 0.02% | 71,172 | — | Sold Out | Shares | 2026-04-30 | ||||||||||||||||||||||||||||||||||||
| Small Cooper Financial Group | $3,006,046 | 0.02% | 70,664 | — | Sold Out | Shares | 2026-04-07 | ||||||||||||||||||||||||||||||||||||
| Small Curtis Advisory Group, LLC | $2,986,946 | 0.02% | 70,215 | — | Sold Out | Shares | 2026-05-08 | ||||||||||||||||||||||||||||||||||||
| Small Fifth Third Securities, Inc. Broker-Dealer | $2,958,699 | 0.02% | 69,551 | — | Sold Out | Shares | 2026-04-15 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Small Walkner Condon Financial Advisors LLC | $2,953,084 | 0.02% | 69,419 | — | Sold Out | Shares | 2026-04-28 | ||||||||||||||||||||||||||||||||||||
| Mid Brookstone Capital Management | $2,900,760 | 0.02% | 68,189 | — | Sold Out | Shares | 2026-04-16 | ||||||||||||||||||||||||||||||||||||
| Mid Arax Advisory Partners | $2,843,373 | 0.02% | 66,840 | — | Sold Out | Shares | 2026-05-13 | ||||||||||||||||||||||||||||||||||||
| Micro Transcendent Capital Group LLC | $2,836,907 | 0.02% | 66,688 | — | Sold Out | Shares | 2026-04-27 | ||||||||||||||||||||||||||||||||||||
| Small Total Clarity Wealth Management, Inc. | $2,784,200 | 0.02% | 65,449 | — | Sold Out | Shares | 2026-04-17 | ||||||||||||||||||||||||||||||||||||
| Small KMG FIDUCIARY PARTNERS, LLC | $2,775,479 | 0.02% | 65,244 | — | Sold Out | Shares | 2026-04-13 | ||||||||||||||||||||||||||||||||||||
| Small Altus Wealth Group LLC | $2,727,324 | 0.02% | 64,112 | — | Sold Out | Shares | 2026-04-27 | ||||||||||||||||||||||||||||||||||||
| Small ADVISORTRUST PARTNERS, LLC | $2,719,241 | 0.02% | 63,922 | — | Sold Out | Shares | 2026-05-06 | ||||||||||||||||||||||||||||||||||||
| Micro Clear Point Advisors Inc. | $2,699,035 | 0.02% | 63,447 | — | Sold Out | Shares | 2026-04-29 | ||||||||||||||||||||||||||||||||||||
| Small Atlas Legacy Advisors, LLC | $2,690,740 | 0.02% | 63,252 | — | Sold Out | Shares | 2026-05-11 | ||||||||||||||||||||||||||||||||||||
| Mid Meridian Wealth Management, LLC | $2,642,499 | 0.02% | 62,118 | — | Sold Out | Shares | 2026-05-06 | ||||||||||||||||||||||||||||||||||||
| Micro Selby Wealth Management, LLC | $2,636,373 | 0.02% | 61,974 | — | Sold Out | Shares | 2026-04-09 | ||||||||||||||||||||||||||||||||||||
| Mid Perigon Wealth Management, LLC | $2,635,225 | 0.02% | 61,947 | — | Sold Out | Shares | 2026-04-10 | ||||||||||||||||||||||||||||||||||||
| Mid Atria Investments, Inc | $2,592,047 | 0.02% | 60,932 | — | Sold Out | Shares | 2026-05-05 | ||||||||||||||||||||||||||||||||||||
| Small CALTON & ASSOCIATES, INC. | $2,558,610 | 0.02% | 60,146 | — | Sold Out | Shares | 2026-05-13 | ||||||||||||||||||||||||||||||||||||
| Micro Investment Advisory Group, LLC | $2,549,379 | 0.02% | 59,929 | — | Sold Out | Shares | 2026-04-22 | ||||||||||||||||||||||||||||||||||||
| Small LYNCH & ASSOCIATES/IN | $2,534,703 | 0.02% | 59,584 | — | Sold Out | Shares | 2026-04-08 | ||||||||||||||||||||||||||||||||||||
| Small RICHARDS, MERRILL & PETERSON, INC. | $2,523,260 | 0.02% | 59,315 | — | Sold Out | Shares | 2026-04-17 | ||||||||||||||||||||||||||||||||||||
| Small HARBOR INVESTMENT ADVISORY, LLC | $2,432,649 | 0.02% | 57,185 | — | Sold Out | Shares | 2026-04-23 | ||||||||||||||||||||||||||||||||||||
| Small LODESTAR PRIVATE ASSET MANAGEMENT LLC | $2,429,969 | 0.02% | 57,122 | — | Sold Out | Shares | 2026-04-27 | ||||||||||||||||||||||||||||||||||||
| Small Keystone Financial Group | $2,396,108 | 0.02% | 56,326 | — | Sold Out | Shares | 2026-05-13 | ||||||||||||||||||||||||||||||||||||
| Small Orca Wealth Management, LLC | $2,228,415 | 0.02% | 52,384 | — | Sold Out | Shares | 2026-04-24 | ||||||||||||||||||||||||||||||||||||
| Micro Rubicon Advisors, GP | $2,224,884 | 0.02% | 52,301 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||||||||||||
| Micro Capital Investment Management, Inc. | $2,223,565 | 0.02% | 52,270 | — | Sold Out | Shares | 2026-04-23 | ||||||||||||||||||||||||||||||||||||
| Small Herold Advisors, Inc. | $2,205,316 | 0.02% | 51,841 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||||||||||||
| Micro Beta Wealth Group, Inc. | $2,177,409 | 0.02% | 51,185 | — | Sold Out | Shares | 2026-05-07 | ||||||||||||||||||||||||||||||||||||
| Micro Northwest Financial Advisors | $2,130,956 | 0.02% | 50,093 | — | Sold Out | Shares | 2026-04-24 | ||||||||||||||||||||||||||||||||||||
| Micro Parsonex Advisory Services, Inc. | $2,092,117 | 0.01% | 49,180 | — | Sold Out | Shares | 2026-05-12 | ||||||||||||||||||||||||||||||||||||
| Mid INTEGRITY ALLIANCE, LLC. | $2,091,521 | 0.01% | 49,166 | — | Sold Out | Shares | 2026-05-11 | ||||||||||||||||||||||||||||||||||||
| Small PRIVATE TRUST CO NA Bank | $2,068,464 | 0.01% | 48,624 | — | Sold Out | Shares | 2026-04-30 | ||||||||||||||||||||||||||||||||||||
| Small Astoria Portfolio Advisors LLC. | $2,028,179 | 0.01% | 47,677 | — | Sold Out | Shares | 2026-04-28 | ||||||||||||||||||||||||||||||||||||
| Small High Net Worth Advisory Group LLC | $2,027,456 | 0.01% | 47,660 | — | Sold Out | Shares | 2026-04-17 | ||||||||||||||||||||||||||||||||||||
| Small EVERPAR ADVISORS LLC | $2,001,677 | 0.01% | 47,054 | — | Sold Out | Shares | 2026-04-21 | ||||||||||||||||||||||||||||||||||||
| Micro Wealthcare Capital Partners, LLC | $1,945,949 | 0.01% | 45,744 | — | Sold Out | Shares | 2026-04-15 | ||||||||||||||||||||||||||||||||||||
| Small SUMMIT WEALTH GROUP LLC / CO | $1,915,746 | 0.01% | 45,034 | — | Sold Out | Shares | 2026-04-23 | ||||||||||||||||||||||||||||||||||||
| Small ZEGA Investments, LLC | $1,898,815 | 0.01% | 44,636 | — | Sold Out | Shares | 2026-05-11 | ||||||||||||||||||||||||||||||||||||
| Small DMKC Advisory Services, LLC | $1,891,668 | 0.01% | 44,468 | — | Sold Out | Shares | 2026-05-04 | ||||||||||||||||||||||||||||||||||||
| Micro OakTrust Wealth Advisors, LLC | $1,888,818 | 0.01% | 44,401 | — | Sold Out | Shares | 2026-04-23 | ||||||||||||||||||||||||||||||||||||
| Small Burford Brothers, Inc. | $1,883,203 | 0.01% | 44,269 | — | Sold Out | Shares | 2026-04-27 | ||||||||||||||||||||||||||||||||||||
| Small Pines Wealth Management, LLC | $1,852,191 | 0.01% | 43,540 | — | Sold Out | Shares | 2026-04-08 | ||||||||||||||||||||||||||||||||||||
| Small GWN SECURITIES INC. Broker-Dealer | $1,823,562 | 0.01% | 42,867 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||||||||||||
| Small Lantz Financial LLC | $1,822,115 | 0.01% | 42,833 | — | Sold Out | Shares | 2026-04-09 | ||||||||||||||||||||||||||||||||||||
| Micro Saxony Capital Management, LLC | $1,817,138 | 0.01% | 42,716 | — | Sold Out | Shares | 2026-04-24 | ||||||||||||||||||||||||||||||||||||
| Micro Bridgewealth Advisory Group, LLC | $1,804,844 | 0.01% | 42,427 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||||||||||||
| Mid HB Wealth Management, LLC | $1,794,762 | 0.01% | 42,190 | — | Sold Out | Shares | 2026-04-27 | ||||||||||||||||||||||||||||||||||||
| Micro Trinity Wealth Management, LLC | $1,784,595 | 0.01% | 41,951 | — | Sold Out | Shares | 2026-04-17 | ||||||||||||||||||||||||||||||||||||
| Mid Simplicity Wealth,LLC | $1,774,300 | 0.01% | 41,709 | — | Sold Out | Shares | 2026-04-30 | ||||||||||||||||||||||||||||||||||||
| Micro Hopwood Financial Services, Inc. | $1,762,219 | 0.01% | 41,425 | — | Sold Out | Shares | 2026-05-07 | ||||||||||||||||||||||||||||||||||||
| Small Summit Global Investments | $1,758,305 | 0.01% | 41,333 | — | Sold Out | Shares | 2026-05-07 | ||||||||||||||||||||||||||||||||||||
| Small Capital Management Associates, Inc | $1,756,008 | 0.01% | 41,279 | — | Sold Out | Shares | 2026-04-23 | ||||||||||||||||||||||||||||||||||||
| Small Transamerica Financial Advisors, LLC | $1,744,310 | 0.01% | 41,004 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||||||||||||
| Micro Junk Investment Group, LLC | $1,716,999 | 0.01% | 40,362 | — | Sold Out | Shares | 2026-05-08 | ||||||||||||||||||||||||||||||||||||
| Mid GTS SECURITIES LLC Broker-Dealer | $1,699,217 | 0.01% | 39,944 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||||||||||||
| Mid Belpointe Asset Management LLC | $1,697,728 | 0.01% | 39,909 | — | Sold Out | Shares | 2026-04-28 | ||||||||||||||||||||||||||||||||||||
| Small Trueblood Wealth Management, LLC | $1,693,772 | 0.01% | 39,816 | — | Sold Out | Shares | 2026-04-21 | ||||||||||||||||||||||||||||||||||||
| Small Westside Investment Management, Inc. | $1,678,245 | 0.01% | 39,451 | — | Sold Out | Shares | 2026-05-04 | ||||||||||||||||||||||||||||||||||||
| Micro MRWM Advisors, LLC | $1,636,683 | 0.01% | 38,474 | — | Sold Out | Shares | 2026-04-21 | ||||||||||||||||||||||||||||||||||||
| Micro Investment Insight Wealth Management, LLC | $1,625,283 | 0.01% | 38,206 | — | Sold Out | Shares | 2026-04-29 | ||||||||||||||||||||||||||||||||||||
| Micro KOM Wealth Management Group, LLC | $1,600,737 | 0.01% | 37,629 | — | Sold Out | Shares | 2026-04-23 | ||||||||||||||||||||||||||||||||||||
| Small Southland Equity Partners LLC | $1,575,086 | 0.01% | 37,026 | — | Sold Out | Shares | 2026-04-14 | ||||||||||||||||||||||||||||||||||||
| Micro Professional Financial Advisors, LLC | $1,564,408 | 0.01% | 36,775 | — | Sold Out | Shares | 2026-04-13 | ||||||||||||||||||||||||||||||||||||
| Large AE Wealth Management LLC | $1,538,881 | 0.01% | 36,175 | — | Sold Out | Shares | 2026-05-13 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Small THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $1,510,066 | 0.01% | 35,498 | — | Sold Out | Shares | 2026-04-14 | ||||||||||||||||||||||||||||||||||||
| Small CWS Financial Advisors, LLC | $1,460,610 | 0.01% | 34,335 | — | Sold Out | Shares | 2026-04-27 | ||||||||||||||||||||||||||||||||||||
| Small NWAM LLC | $1,418,113 | 0.01% | 33,336 | — | Sold Out | Shares | 2026-05-04 | ||||||||||||||||||||||||||||||||||||
| Small Fiduciary Alliance LLC | $1,333,203 | 0.01% | 31,340 | — | Sold Out | Shares | 2026-04-20 | ||||||||||||||||||||||||||||||||||||
| Small INVESTMENT ADVISORY SERVICES INC /TX /ADV | $1,331,246 | 0.01% | 31,294 | — | Sold Out | Shares | 2026-04-17 | ||||||||||||||||||||||||||||||||||||
| Micro Turning Point Benefit Group, Inc. | $1,311,593 | 0.01% | 30,832 | — | Sold Out | Shares | 2026-05-12 | ||||||||||||||||||||||||||||||||||||
| Micro WealthSpring Partners, LLC | $1,255,015 | 0.01% | 29,502 | — | Sold Out | Shares | 2026-04-21 | ||||||||||||||||||||||||||||||||||||
| Mid PFG Investments, LLC | $1,240,679 | 0.01% | 29,165 | — | Sold Out | Shares | 2026-04-27 | ||||||||||||||||||||||||||||||||||||
| Micro ProCore Advisors, LLC | $1,184,568 | 0.01% | 27,846 | — | Sold Out | Shares | 2026-04-24 | ||||||||||||||||||||||||||||||||||||
| Micro Elm3 Financial Group, LLC | $1,183,547 | 0.01% | 27,822 | — | Sold Out | Shares | 2026-04-13 | ||||||||||||||||||||||||||||||||||||
| Small Blueprint Investment Partners LLC | $1,174,954 | 0.01% | 27,620 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||||||||||||
| Small Mayflower Financial Advisors, LLC | $1,173,976 | 0.01% | 27,597 | — | Sold Out | Shares | 2026-04-23 | ||||||||||||||||||||||||||||||||||||
| Small Independent Wealth Network Inc. | $1,165,936 | 0.01% | 27,408 | — | Sold Out | Shares | 2026-04-21 | ||||||||||||||||||||||||||||||||||||
| Small Auxano Advisors, LLC | $1,148,409 | 0.01% | 26,996 | — | Sold Out | Shares | 2026-05-04 | ||||||||||||||||||||||||||||||||||||
| Small Csenge Advisory Group | $1,134,711 | 0.01% | 26,674 | — | Sold Out | Shares | 2026-04-30 | ||||||||||||||||||||||||||||||||||||
| Mid AlphaCore Capital LLC | $1,134,286 | 0.01% | 26,664 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||||||||||||
| Small Lantern Wealth Advisors, LLC | $1,109,528 | 0.01% | 26,082 | — | Sold Out | Shares | 2026-05-13 | ||||||||||||||||||||||||||||||||||||
| Micro Strategic Investment Solutions, Inc. /IL | $1,107,264 | 0.01% | 26,029 | — | Sold Out | Shares | 2026-05-01 | ||||||||||||||||||||||||||||||||||||
| Small Retirement Planning Group, LLC Pension | $1,099,956 | 0.01% | 25,857 | — | Sold Out | Shares | 2026-05-04 | ||||||||||||||||||||||||||||||||||||
| Mid NewEdge Wealth, LLC | $1,088,683 | 0.01% | 25,592 | — | Sold Out | Shares | 2026-05-13 | ||||||||||||||||||||||||||||||||||||
| Small BARRETT & COMPANY, INC. | $1,046,228 | 0.01% | 24,594 | — | Sold Out | Shares | 2026-05-04 | ||||||||||||||||||||||||||||||||||||
| Micro Mann Financial Group, Inc. | $1,046,143 | 0.01% | 24,592 | — | Sold Out | Shares | 2026-04-24 | ||||||||||||||||||||||||||||||||||||
| Small Certified Advisory Corp | $1,042,400 | 0.01% | 24,504 | — | Sold Out | Shares | 2026-04-17 | ||||||||||||||||||||||||||||||||||||
| Micro Whipplewood Advisors, LLC | $1,013,600 | 0.01% | 23,827 | — | Sold Out | Shares | 2026-04-30 | ||||||||||||||||||||||||||||||||||||
| Mid FLPUTNAM INVESTMENT MANAGEMENT CO | $1,002,625 | 0.01% | 23,569 | — | Sold Out | Shares | 2026-05-05 | ||||||||||||||||||||||||||||||||||||
| Micro CPA Asset Management Group, LLC | $990,756 | 0.01% | 23,290 | — | Sold Out | Shares | 2026-05-05 | ||||||||||||||||||||||||||||||||||||
| Micro WARNER FINANCIAL, INC | $987,948 | 0.01% | 23,224 | — | Sold Out | Shares | 2026-04-08 | ||||||||||||||||||||||||||||||||||||
| Micro ADAMSBROWN WEALTH CONSULTANTS LLC | $975,867 | 0.01% | 22,940 | — | Sold Out | Shares | 2026-04-15 | ||||||||||||||||||||||||||||||||||||
| Micro Stonebridge Financial Group, LLC / MO | $967,274 | 0.01% | 22,738 | — | Sold Out | Shares | 2026-04-17 | ||||||||||||||||||||||||||||||||||||
| Micro NavPoint Financial, Inc. | $957,064 | 0.01% | 22,498 | — | Sold Out | Shares | 2026-04-24 | ||||||||||||||||||||||||||||||||||||
| Small Stablepoint Partners, LLC | $955,533 | 0.01% | 22,462 | — | Sold Out | Shares | 2026-04-30 | ||||||||||||||||||||||||||||||||||||
| Small NBC SECURITIES, INC. Broker-Dealer | $950,556 | 0.01% | 22,345 | — | Sold Out | Shares | 2026-04-14 | ||||||||||||||||||||||||||||||||||||
| Small National Wealth Management Group, LLC | $943,622 | 0.01% | 22,182 | — | Sold Out | Shares | 2026-05-11 | ||||||||||||||||||||||||||||||||||||
| Micro Freestate Advisors LLC | $924,606 | 0.01% | 21,735 | — | Sold Out | Shares | 2026-04-09 | ||||||||||||||||||||||||||||||||||||
| Small Capital Investment Advisory Services, LLC | $921,671 | 0.01% | 21,666 | — | Sold Out | Shares | 2026-05-05 | ||||||||||||||||||||||||||||||||||||
| Micro ORBA Wealth Advisors, L.L.C. | $920,991 | 0.01% | 21,650 | — | Sold Out | Shares | 2026-04-28 | ||||||||||||||||||||||||||||||||||||
| Large BANQUE PICTET & CIE SA | $913,291 | 0.01% | 21,469 | — | Sold Out | Shares | 2026-04-14 | ||||||||||||||||||||||||||||||||||||
| Micro Birchwood Financial Partners, Inc. | $902,273 | 0.01% | 21,210 | — | Sold Out | Shares | 2026-05-05 | ||||||||||||||||||||||||||||||||||||
| Small Intrua Financial, LLC | $891,638 | 0.01% | 20,960 | — | Sold Out | Shares | 2026-04-23 | ||||||||||||||||||||||||||||||||||||
| Large KEYBANK NATIONAL ASSOCIATION/OH Bank | $860,286 | 0.01% | 20,223 | — | Sold Out | Shares | 2026-04-24 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Small Financial Perspectives, Inc | $851,353 | 0.01% | 20,013 | — | Sold Out | Shares | 2026-05-11 | ||||||||||||||||||||||||||||||||||||
| Micro Security Financial Services, INC. | $850,076 | 0.01% | 19,983 | — | Sold Out | Shares | 2026-05-27 | ||||||||||||||||||||||||||||||||||||
| Small PKS Advisory Services, LLC | $836,293 | 0.01% | 19,659 | — | Sold Out | Shares | 2026-05-13 | ||||||||||||||||||||||||||||||||||||
| Mid Sowell Financial Services LLC | $817,874 | 0.01% | 19,226 | — | Sold Out | Shares | 2026-04-20 | ||||||||||||||||||||||||||||||||||||
| Small Midwest Financial Group LLC | $812,599 | 0.01% | 19,102 | — | Sold Out | Shares | 2026-04-22 | ||||||||||||||||||||||||||||||||||||
| Micro January Capital Advisors LLC | $787,075 | 0.01% | 18,502 | — | Sold Out | Shares | 2026-05-20 | ||||||||||||||||||||||||||||||||||||
| Mid CapWealth Advisors, LLC | $771,547 | 0.01% | 18,137 | — | Sold Out | Shares | 2026-05-05 | ||||||||||||||||||||||||||||||||||||
| Micro BEAM WEALTH ADVISORS, INC. | $768,357 | 0.01% | 18,062 | — | Sold Out | Shares | 2026-04-30 | ||||||||||||||||||||||||||||||||||||
| Small Core Wealth Partners LLC | $761,338 | 0.01% | 17,897 | — | Sold Out | Shares | 2026-05-08 | ||||||||||||||||||||||||||||||||||||
| Micro Wisconsin Wealth Advisors, LLC | $758,700 | 0.01% | 17,835 | — | Sold Out | Shares | 2026-04-08 | ||||||||||||||||||||||||||||||||||||
| Micro OPTIMA CAPITAL LLC | $747,555 | 0.01% | 17,573 | — | Sold Out | Shares | 2026-05-05 | ||||||||||||||||||||||||||||||||||||
| Small HAZLETT, BURT & WATSON, INC. | $746,921 | 0.01% | 18,637 | — | Sold Out | Shares | 2026-05-14 | ||||||||||||||||||||||||||||||||||||
| Small Lincoln Capital LLC | $735,686 | 0.01% | 17,294 | — | Sold Out | Shares | 2026-05-01 | ||||||||||||||||||||||||||||||||||||
| Small Anchor Investment Management, LLC | $710,332 | 0.01% | 16,698 | — | Sold Out | Shares | 2026-05-01 | ||||||||||||||||||||||||||||||||||||
| Small NORDEN GROUP LLC | $704,249 | 0.01% | 16,555 | — | Sold Out | Shares | 2026-04-15 | ||||||||||||||||||||||||||||||||||||
| Small Clearwave Capital, LLC | $686,510 | 0.00% | 16,138 | — | Sold Out | Shares | 2026-04-29 | ||||||||||||||||||||||||||||||||||||
| Micro Retireful, LLC | $679,491 | 0.00% | 15,973 | — | Sold Out | Shares | 2026-04-15 | ||||||||||||||||||||||||||||||||||||
| Small FOURPATH CAPITAL MANAGEMENT, LLC | $677,534 | 0.00% | 15,927 | — | Sold Out | Shares | 2026-05-01 | ||||||||||||||||||||||||||||||||||||
| Small NWF Advisory Services Inc. | $675,535 | 0.00% | 15,880 | — | Sold Out | Shares | 2026-05-04 | ||||||||||||||||||||||||||||||||||||
| Micro Vermillion & White Wealth Management Group, LLC | $657,328 | 0.00% | 15,452 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||||||||||||
| Large QRG CAPITAL MANAGEMENT, INC. | $623,211 | 0.00% | 14,650 | — | Sold Out | Shares | 2026-04-27 | ||||||||||||||||||||||||||||||||||||
| Small Rehmann Capital Advisory Group | $620,743 | 0.00% | 14,592 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||||||||||||
| Small WORLD EQUITY GROUP, INC. | $608,832 | 0.00% | 14,312 | — | Sold Out | Shares | 2026-05-06 | ||||||||||||||||||||||||||||||||||||
| Small Atlas Private Wealth Advisors | $603,387 | 0.00% | 14,184 | — | Sold Out | Shares | 2026-04-24 | ||||||||||||||||||||||||||||||||||||
| Small Carlton Hofferkamp & Jenks Wealth Management, LLC | $603,132 | 0.00% | 14,178 | — | Sold Out | Shares | 2026-04-28 | ||||||||||||||||||||||||||||||||||||
| Small Trilogy Capital Inc. | $599,218 | 0.00% | 14,086 | — | Sold Out | Shares | 2026-04-22 | ||||||||||||||||||||||||||||||||||||
| Micro Strategic Financial Concepts, LLC | $593,730 | 0.00% | 13,957 | — | Sold Out | Shares | 2026-05-13 | ||||||||||||||||||||||||||||||||||||
| Mega PNC FINANCIAL SERVICES GROUP, INC. | $585,690 | 0.00% | 13,768 | — | Sold Out | Shares | 2026-05-08 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Small FLORIDA FINANCIAL ADVISORS, LLC | $579,564 | 0.00% | 13,624 | — | Sold Out | Shares | 2026-05-07 | ||||||||||||||||||||||||||||||||||||
| Micro VestGen Investment Management | $577,990 | 0.00% | 13,587 | — | Sold Out | Shares | 2026-05-12 | ||||||||||||||||||||||||||||||||||||
| Micro Ballew Advisors, Inc | $574,715 | 0.00% | 13,510 | — | Sold Out | Shares | 2026-04-10 | ||||||||||||||||||||||||||||||||||||
| Mid Ascent Group, LLC | $568,079 | 0.00% | 13,354 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Small ACORN FINANCIAL ADVISORY SERVICES INC /ADV | $564,590 | 0.00% | 13,272 | — | Sold Out | Shares | 2026-04-24 | ||||||||||||||||||||||||||||||||||||
| Micro Clarus Group, Inc. | $564,505 | 0.00% | 13,270 | — | Sold Out | Shares | 2026-04-21 | ||||||||||||||||||||||||||||||||||||
| Small Prospect Financial Services LLC | $554,253 | 0.00% | 13,029 | — | Sold Out | Shares | 2026-04-24 | ||||||||||||||||||||||||||||||||||||
| Small Signature Wealth Management Group | $547,574 | 0.00% | 12,872 | — | Sold Out | Shares | 2026-04-01 | ||||||||||||||||||||||||||||||||||||
| Small McIlrath & Eck, LLC | $530,771 | 0.00% | 12,477 | — | Sold Out | Shares | 2026-05-19 | ||||||||||||||||||||||||||||||||||||
| Small N.E.W. Advisory Services LLC | $529,920 | 0.00% | 12,457 | — | Sold Out | Shares | 2026-05-05 | ||||||||||||||||||||||||||||||||||||
| Micro FinDec Wealth Services, Inc. | $510,267 | 0.00% | 11,995 | — | Sold Out | Shares | 2026-05-05 | ||||||||||||||||||||||||||||||||||||
| Mid Moors & Cabot, Inc. | $503,673 | 0.00% | 11,840 | — | Sold Out | Shares | 2026-05-08 | ||||||||||||||||||||||||||||||||||||
| Large HRT FINANCIAL LP | $482,148 | 0.00% | 11,334 | — | Sold Out | Shares | 2026-05-14 | ||||||||||||||||||||||||||||||||||||
| Mid LEVEL FOUR ADVISORY SERVICES, LLC | $479,213 | 0.00% | 11,265 | — | Sold Out | Shares | 2026-05-14 | ||||||||||||||||||||||||||||||||||||
| Small United Advisor Group, LLC | $475,256 | 0.00% | 11,172 | — | Sold Out | Shares | 2026-04-17 | ||||||||||||||||||||||||||||||||||||
| Small Regent Peak Wealth Advisors LLC | $474,916 | 0.00% | 11,164 | — | Sold Out | Shares | 2026-04-14 | ||||||||||||||||||||||||||||||||||||
| Micro Cushing Capital Partners, LLC | $470,109 | 0.00% | 11,051 | — | Sold Out | Shares | 2026-04-20 | ||||||||||||||||||||||||||||||||||||
| Mid SteelPeak Wealth, LLC | $433,950 | 0.00% | 10,201 | — | Sold Out | Shares | 2026-05-05 | ||||||||||||||||||||||||||||||||||||
| Small Allegheny Financial Group | $432,546 | 0.00% | 10,168 | — | Sold Out | Shares | 2026-04-16 | ||||||||||||||||||||||||||||||||||||
| Small Octavia Wealth Advisors, LLC | $430,462 | 0.00% | 10,119 | — | Sold Out | Shares | 2026-04-10 | ||||||||||||||||||||||||||||||||||||
| Small Root Financial Partners, LLC | $427,441 | 0.00% | 10,048 | — | Sold Out | Shares | 2026-04-24 | ||||||||||||||||||||||||||||||||||||
| Micro CONTINENTAL INVESTORS SERVICES, INC. | $427,016 | 0.00% | 10,038 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||||||||||||
| Micro WEALTHGARDEN F.S. LLC | $421,741 | 0.00% | 9,914 | — | Sold Out | Shares | 2026-05-04 | ||||||||||||||||||||||||||||||||||||
| Small NORTHBRIDGE FINANCIAL GROUP, LLC | $420,933 | 0.00% | 9,895 | — | Sold Out | Shares | 2026-04-15 | ||||||||||||||||||||||||||||||||||||
| Micro Francis Financial, Inc. | $403,534 | 0.00% | 9,486 | — | Sold Out | Shares | 2026-05-07 | ||||||||||||||||||||||||||||||||||||
| Small VALLEY NATIONAL ADVISERS INC | $393,712 | 0.00% | 9,389 | — | Sold Out | Shares | 2026-04-15 | ||||||||||||||||||||||||||||||||||||
| Micro Capital Planning LLC | $385,284 | 0.00% | 9,057 | — | Sold Out | Shares | 2026-04-30 | ||||||||||||||||||||||||||||||||||||
| Mid RiverFront Investment Group, LLC | $384,987 | 0.00% | 9,050 | — | Sold Out | Shares | 2026-05-11 | ||||||||||||||||||||||||||||||||||||
| Small Brookwood Investment Group LLC | $380,903 | 0.00% | 8,954 | — | Sold Out | Shares | 2026-05-04 | ||||||||||||||||||||||||||||||||||||
| Small Annis Gardner Whiting Capital Advisors, LLC | $375,883 | 0.00% | 8,836 | — | Sold Out | Shares | 2026-05-06 | ||||||||||||||||||||||||||||||||||||
| Small Carnegie Lake Advisors LLC | $374,437 | 0.00% | 8,802 | — | Sold Out | Shares | 2026-04-29 | ||||||||||||||||||||||||||||||||||||
| Small BEACON FINANCIAL GROUP | $374,437 | 0.00% | 8,802 | — | Sold Out | Shares | 2026-04-30 | ||||||||||||||||||||||||||||||||||||
| Micro WEALTHCARE CAPITAL MANAGEMENT LLC | $373,245 | 0.00% | 8,774 | — | Sold Out | Shares | 2026-04-15 | ||||||||||||||||||||||||||||||||||||
| Micro BETO FINANCIAL GROUP, LLC | $371,757 | 0.00% | 8,739 | — | Sold Out | Shares | 2026-05-11 | ||||||||||||||||||||||||||||||||||||
| Small Facet Wealth, Inc. | $364,993 | 0.00% | 8,580 | — | Sold Out | Shares | 2026-05-07 | ||||||||||||||||||||||||||||||||||||
| Micro Rodgers & Associates, LTD | $364,525 | 0.00% | 8,569 | — | Sold Out | Shares | 2026-05-04 | ||||||||||||||||||||||||||||||||||||
| Mid EXENCIAL WEALTH ADVISORS, LLC | $361,036 | 0.00% | 8,487 | — | Sold Out | Shares | 2026-04-28 | ||||||||||||||||||||||||||||||||||||
| Small Osprey Private Wealth LLC | $360,824 | 0.00% | 8,482 | — | Sold Out | Shares | 2026-05-01 | ||||||||||||||||||||||||||||||||||||
| Micro HFG Advisors, Inc. | $354,783 | 0.00% | 8,340 | — | Sold Out | Shares | 2026-05-08 | ||||||||||||||||||||||||||||||||||||
| Micro McNamara Financial Services, Inc. | $346,488 | 0.00% | 8,145 | — | Sold Out | Shares | 2026-04-09 | ||||||||||||||||||||||||||||||||||||
| Micro AUCTUS ADVISORS LLC | $343,553 | 0.00% | 8,076 | — | Sold Out | Shares | 2026-04-24 | ||||||||||||||||||||||||||||||||||||
| Mid Carnegie Investment Counsel | $339,128 | 0.00% | 7,972 | — | Sold Out | Shares | 2026-05-01 | ||||||||||||||||||||||||||||||||||||
| Small Balboa Wealth Partners | $338,873 | 0.00% | 7,966 | — | Sold Out | Shares | 2026-04-16 | ||||||||||||||||||||||||||||||||||||
| Mid SAPIENT CAPITAL LLC | $331,599 | 0.00% | 7,795 | — | Sold Out | Shares | 2026-04-08 | ||||||||||||||||||||||||||||||||||||
| Micro Creekside Partners | $331,556 | 0.00% | 7,794 | — | Sold Out | Shares | 2026-04-22 | ||||||||||||||||||||||||||||||||||||
| Small Register Financial Advisors LLC | $330,493 | 0.00% | 7,769 | — | Sold Out | Shares | 2026-04-15 | ||||||||||||||||||||||||||||||||||||
| Small 180 WEALTH ADVISORS, LLC | $329,812 | 0.00% | 7,753 | — | Sold Out | Shares | 2026-05-01 | ||||||||||||||||||||||||||||||||||||
| Micro tru Independence LLC | $324,239 | 0.00% | 7,622 | — | Sold Out | Shares | 2026-04-22 | ||||||||||||||||||||||||||||||||||||
| Small Berger Financial Group, Inc | $319,858 | 0.00% | 7,519 | — | Sold Out | Shares | 2026-04-28 | ||||||||||||||||||||||||||||||||||||
| Micro KERR FINANCIAL PLANNING Corp | $319,730 | 0.00% | 7,516 | — | Sold Out | Shares | 2026-04-29 | ||||||||||||||||||||||||||||||||||||
| Mid Savvy Advisors, Inc. | $312,413 | 0.00% | 7,344 | — | Sold Out | Shares | 2026-05-11 | ||||||||||||||||||||||||||||||||||||
| Small Triton Wealth Management, PLLC | $305,990 | 0.00% | 7,193 | — | Sold Out | Shares | 2026-05-01 | ||||||||||||||||||||||||||||||||||||
| Small Synergy Financial Group, LTD | $299,311 | 0.00% | 7,036 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||||||||||||
| Small Signal Advisors Wealth, LLC | $294,929 | 0.00% | 6,933 | — | Sold Out | Shares | 2026-04-17 | ||||||||||||||||||||||||||||||||||||
| Small Keeler Thomas Management LLC | $289,612 | 0.00% | 6,808 | — | Sold Out | Shares | 2026-05-12 | ||||||||||||||||||||||||||||||||||||
| Small Bison Wealth, LLC | $289,016 | 0.00% | 6,794 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||||||||||||
| Micro Grant Street Asset Management, Inc. | $287,612 | 0.00% | 6,761 | — | Sold Out | Shares | 2026-05-07 | ||||||||||||||||||||||||||||||||||||
| Micro NORTHLAND SECURITIES, INC. Broker-Dealer | $285,358 | 0.00% | 6,708 | — | Sold Out | Shares | 2026-05-04 | ||||||||||||||||||||||||||||||||||||
| Small GeoWealth Management, LLC | $285,230 | 0.00% | 6,705 | — | Sold Out | Shares | 2026-05-13 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Mega GOLDMAN SACHS GROUP INC | $284,464 | 0.00% | 6,687 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
|||||||||||||||||||||||||||||||||||||||||||
| Mega Fisher Asset Management, LLC | $282,891 | 0.00% | 6,650 | — | Sold Out | Shares | 2026-05-05 | ||||||||||||||||||||||||||||||||||||
| Small TCFG WEALTH MANAGEMENT, LLC | $274,170 | 0.00% | 6,445 | — | Sold Out | Shares | 2026-04-24 | ||||||||||||||||||||||||||||||||||||
| Small TCFG Investment Advisors, LLC | $274,170 | 0.00% | 6,445 | — | Sold Out | Shares | 2026-05-06 | ||||||||||||||||||||||||||||||||||||
| Mid WEATHERLY ASSET MANAGEMENT L. P. | $272,596 | 0.00% | 6,408 | — | Sold Out | Shares | 2026-04-15 | ||||||||||||||||||||||||||||||||||||
| Small Evanson Asset Management, LLC | $271,702 | 0.00% | 6,387 | — | Sold Out | Shares | 2026-04-08 | ||||||||||||||||||||||||||||||||||||
| Mid OpenArc Corporate Advisory, LLC | $271,575 | 0.00% | 6,384 | — | Sold Out | Shares | 2026-05-11 | ||||||||||||||||||||||||||||||||||||
| Micro MFA Wealth Services | $271,447 | 0.00% | 6,381 | — | Sold Out | Shares | 2026-04-22 | ||||||||||||||||||||||||||||||||||||
| Small QTR Family Wealth, LLC | $271,107 | 0.00% | 6,373 | — | Sold Out | Shares | 2026-04-16 | ||||||||||||||||||||||||||||||||||||
| Micro Sonoma Allocations LLC | $270,894 | 0.00% | 6,368 | — | Sold Out | Shares | 2026-05-19 | ||||||||||||||||||||||||||||||||||||
| Small Brown Miller Wealth Management, LLC | $267,321 | 0.00% | 6,284 | — | Sold Out | Shares | 2026-04-23 | ||||||||||||||||||||||||||||||||||||
| Micro KMT WEALTH MANAGEMENT, LLC | $263,194 | 0.00% | 6,187 | — | Sold Out | Shares | 2026-05-12 | ||||||||||||||||||||||||||||||||||||
| Small Strategic Wealth Investment Group, LLC | $261,621 | 0.00% | 6,150 | — | Sold Out | Shares | 2026-05-11 | ||||||||||||||||||||||||||||||||||||
| Micro Bruce G. Allen Investments, LLC | $261,365 | 0.00% | 6,144 | — | Sold Out | Shares | 2026-05-08 | ||||||||||||||||||||||||||||||||||||
| Small Exit Wealth Advisors, LLC. | $260,344 | 0.00% | 6,120 | — | Sold Out | Shares | 2026-05-11 | ||||||||||||||||||||||||||||||||||||
| Small American Financial Advisors, LLC | $260,259 | 0.00% | 6,118 | — | Sold Out | Shares | 2026-05-13 | ||||||||||||||||||||||||||||||||||||
| Micro Main Street Group, LTD | $252,856 | 0.00% | 5,944 | — | Sold Out | Shares | 2026-05-06 | ||||||||||||||||||||||||||||||||||||
| Mid Focus Partners Advisor Solutions, LLC | $252,815 | 0.00% | 5,943 | — | Sold Out | Shares | 2026-05-13 | ||||||||||||||||||||||||||||||||||||
| Small Rollins Financial Advisors, LLC | $251,964 | 0.00% | 5,923 | — | Sold Out | Shares | 2026-05-05 | ||||||||||||||||||||||||||||||||||||
| Small ROMAN BUTLER FULLERTON & CO | $251,453 | 0.00% | 5,911 | — | Sold Out | Shares | 2026-04-30 | ||||||||||||||||||||||||||||||||||||
| Mid BEACON INVESTMENT ADVISORY SERVICES, INC. | $249,029 | 0.00% | 5,854 | — | Sold Out | Shares | 2026-04-14 | ||||||||||||||||||||||||||||||||||||
| Mid Savant Capital, LLC | $248,008 | 0.00% | 5,830 | — | Sold Out | Shares | 2026-05-04 | ||||||||||||||||||||||||||||||||||||
| Micro Van Diest Capital, LLC | $243,073 | 0.00% | 5,714 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||||||||||||
| Micro CarsonAllaria Wealth Management, Ltd. | $242,307 | 0.00% | 5,696 | — | Sold Out | Shares | 2026-04-30 | ||||||||||||||||||||||||||||||||||||
| Mid CLIFFORD SWAN INVESTMENT COUNSEL LLC | $238,181 | 0.00% | 5,599 | — | Sold Out | Shares | 2026-05-06 | ||||||||||||||||||||||||||||||||||||
| Mid Sequoia Financial Advisors, LLC | $238,181 | 0.00% | 5,599 | — | Sold Out | Shares | 2026-04-30 | ||||||||||||||||||||||||||||||||||||
| Micro PRIVATE CLIENT SERVICES, LLC | $236,947 | 0.00% | 5,570 | — | Sold Out | Shares | 2026-04-06 | ||||||||||||||||||||||||||||||||||||
| Small Symphony Financial, Ltd. Co. | $231,289 | 0.00% | 5,437 | — | Sold Out | Shares | 2026-05-01 | ||||||||||||||||||||||||||||||||||||
| Small PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | $229,418 | 0.00% | 5,393 | — | Sold Out | Shares | 2026-04-28 | ||||||||||||||||||||||||||||||||||||
| Small LexAurum Advisors, LLC | $224,313 | 0.00% | 5,273 | — | Sold Out | Shares | 2026-04-13 | ||||||||||||||||||||||||||||||||||||
| Small Cypress Capital, LLC | $223,122 | 0.00% | 5,245 | — | Sold Out | Shares | 2026-04-28 | ||||||||||||||||||||||||||||||||||||
| Micro 4WEALTH ADVISORS, INC. | $217,889 | 0.00% | 5,122 | — | Sold Out | Shares | 2026-04-27 | ||||||||||||||||||||||||||||||||||||
| Small HARMONY ASSET MANAGEMENT LLC | $216,911 | 0.00% | 5,099 | — | Sold Out | Shares | 2026-05-05 | ||||||||||||||||||||||||||||||||||||
| Small Colonial River Investments, LLC | $213,763 | 0.00% | 5,025 | — | Sold Out | Shares | 2026-04-27 | ||||||||||||||||||||||||||||||||||||
| Micro HTG Investment Advisors, Inc. | $212,700 | 0.00% | 5,000 | — | Sold Out | Shares | 2026-04-27 | ||||||||||||||||||||||||||||||||||||
| Mid Cornerstone Wealth Group, LLC | $211,593 | 0.00% | 4,974 | — | Sold Out | Shares | 2026-04-22 | ||||||||||||||||||||||||||||||||||||
| Small SFE Investment Counsel | $211,551 | 0.00% | 4,973 | — | Sold Out | Shares | 2026-05-01 | ||||||||||||||||||||||||||||||||||||
| Micro Worthington Financial Partners, LLC | $206,021 | 0.00% | 4,843 | — | Sold Out | Shares | 2026-04-21 | ||||||||||||||||||||||||||||||||||||
| Small Heritage Trust Co Bank | $200,108 | 0.00% | 4,704 | — | Sold Out | Shares | 2026-05-13 | ||||||||||||||||||||||||||||||||||||
| Mid Krilogy Financial LLC | $196,704 | 0.00% | 4,624 | — | Sold Out | Shares | 2026-04-17 | ||||||||||||||||||||||||||||||||||||
| Mid Wedmont Private Capital | $192,961 | 0.00% | 4,536 | — | Sold Out | Shares | 2026-04-09 | ||||||||||||||||||||||||||||||||||||
| Small Versant Capital Management, Inc | $186,027 | 0.00% | 4,373 | — | Sold Out | Shares | 2026-04-07 | ||||||||||||||||||||||||||||||||||||
| Small Security National Bank Bank | $157,993 | 0.00% | 3,714 | — | Sold Out | Shares | 2026-04-16 | ||||||||||||||||||||||||||||||||||||
| Small OAKWORTH CAPITAL, INC. | $155,271 | 0.00% | 3,650 | — | Sold Out | Shares | 2026-04-24 | ||||||||||||||||||||||||||||||||||||
| Mid MATHER GROUP, LLC. | $147,358 | 0.00% | 3,464 | — | Sold Out | Shares | 2026-04-13 | ||||||||||||||||||||||||||||||||||||
| Mega Russell Investments Group, Ltd. | $145,784 | 0.00% | 3,427 | — | Sold Out | Shares | 2026-05-08 | ||||||||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid FIRST HORIZON CORP | $143,529 | 0.00% | 3,374 | — | Sold Out | Shares | 2026-04-30 | ||||||||||||||||||||||||||||||||||||
| Small Winch Advisory Services, LLC | $118,771 | 0.00% | 2,792 | — | Sold Out | Shares | 2026-04-30 | ||||||||||||||||||||||||||||||||||||
| Small Signature Equity Partners, LLC | $114,645 | 0.00% | 2,695 | — | Sold Out | Shares | 2026-05-13 | ||||||||||||||||||||||||||||||||||||
| Micro Financial Freedom, LLC | $110,774 | 0.00% | 2,604 | — | Sold Out | Shares | 2026-04-30 | ||||||||||||||||||||||||||||||||||||
| Small Center for Financial Planning, Inc. | $109,370 | 0.00% | 2,571 | — | Sold Out | Shares | 2026-05-04 | ||||||||||||||||||||||||||||||||||||
| Mid MOTCO | $84,399 | 0.00% | 1,984 | — | Sold Out | Shares | 2026-04-22 | ||||||||||||||||||||||||||||||||||||
| Mid BARTLETT & CO. WEALTH MANAGEMENT LLC | $83,548 | 0.00% | 1,964 | — | Sold Out | Shares | 2026-05-06 | ||||||||||||||||||||||||||||||||||||
| Large TD Waterhouse Canada Inc. | $82,953 | 0.00% | 1,950 | — | Sold Out | Shares | 2026-05-12 | ||||||||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
|
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| Small TWIN PEAKS WEALTH ADVISORS, LLC | $79,890 | 0.00% | 1,878 | — | Sold Out | Shares | 2026-05-08 | ||||||||||||||||||||||||||||||||||||
| Mid DELTA ASSET MANAGEMENT LLC/TN | $76,486 | 0.00% | 1,798 | — | Sold Out | Shares | 2026-05-11 | ||||||||||||||||||||||||||||||||||||
| Small Innovative Asset Advisors Group, LLC | $68,489 | 0.00% | 1,610 | — | Sold Out | Shares | 2026-05-12 | ||||||||||||||||||||||||||||||||||||
| Small Archer Investment Corp | $68,404 | 0.00% | 1,608 | — | Sold Out | Shares | 2026-05-04 | ||||||||||||||||||||||||||||||||||||
| Small BELLEVUE ASSET MANAGEMENT, LLC | $61,980 | 0.00% | 1,457 | — | Sold Out | Shares | 2026-04-24 | ||||||||||||||||||||||||||||||||||||
| Micro Torren Management, LLC | $57,896 | 0.00% | 1,361 | — | Sold Out | Shares | 2026-04-30 | ||||||||||||||||||||||||||||||||||||
| Mid Blue Trust, Inc. | $57,131 | 0.00% | 1,343 | — | Sold Out | Shares | 2026-04-20 | ||||||||||||||||||||||||||||||||||||
| Mid CENTRAL TRUST Co Bank | $56,535 | 0.00% | 1,329 | — | Sold Out | Shares | 2026-04-17 | ||||||||||||||||||||||||||||||||||||
| Small Banco de Sabadell, S.A | $50,197 | 0.00% | 1,180 | — | Sold Out | Shares | 2026-05-08 | ||||||||||||||||||||||||||||||||||||
| Small Hickory Point Bank & Trust Bank | $47,729 | 0.00% | 1,122 | — | Sold Out | Shares | 2026-04-03 | ||||||||||||||||||||||||||||||||||||
| Mid CoreCap Advisors, LLC | $47,644 | 0.00% | 1,120 | — | Sold Out | Shares | 2026-04-07 | ||||||||||||||||||||||||||||||||||||
| Mid SIGNATUREFD, LLC | $47,347 | 0.00% | 1,113 | — | Sold Out | Shares | 2026-04-07 | ||||||||||||||||||||||||||||||||||||
| Micro Trust Co Bank | $47,219 | 0.00% | 1,110 | — | Sold Out | Shares | 2026-04-13 | ||||||||||||||||||||||||||||||||||||
| Mid Clearstead Advisors, LLC | $46,964 | 0.00% | 1,104 | — | Sold Out | Shares | 2026-05-06 | ||||||||||||||||||||||||||||||||||||
| Mid BOKF, NA | $44,496 | 0.00% | 1,046 | — | Sold Out | Shares | 2026-05-08 | ||||||||||||||||||||||||||||||||||||
| Small ARVEST INVESTMENTS, INC. | $43,943 | 0.00% | 1,033 | — | Sold Out | Shares | 2026-04-14 | ||||||||||||||||||||||||||||||||||||
| Micro Hamrick Investment Counsel, llc | $41,689 | 0.00% | 980 | — | Sold Out | Shares | 2026-05-11 | ||||||||||||||||||||||||||||||||||||
| Micro DiNuzzo Private Wealth, Inc. | $38,668 | 0.00% | 909 | — | Sold Out | Shares | 2026-04-08 | ||||||||||||||||||||||||||||||||||||
| Small FNY Investment Advisers, LLC | $38,286 | 0.00% | 900 | — | Sold Out | Shares | 2026-04-15 | ||||||||||||||||||||||||||||||||||||
| Micro BAYBAN | $36,414 | 0.00% | 856 | — | Sold Out | Shares | 2026-04-24 | ||||||||||||||||||||||||||||||||||||
| Micro Clarity Asset Management, Inc. | $35,180 | 0.00% | 827 | — | Sold Out | Shares | 2026-05-05 | ||||||||||||||||||||||||||||||||||||
| Mid CX Institutional | $34,117 | 0.00% | 802 | — | Sold Out | Shares | 2026-04-06 | ||||||||||||||||||||||||||||||||||||
| Micro TD Capital Management LLC | $33,138 | 0.00% | 779 | — | Sold Out | Shares | 2026-05-11 | ||||||||||||||||||||||||||||||||||||
| Micro Hughes Financial Services, LLC | $32,925 | 0.00% | 774 | — | Sold Out | Shares | 2026-04-29 | ||||||||||||||||||||||||||||||||||||
| Mid Sound Income Strategies, LLC | $32,330 | 0.00% | 760 | — | Sold Out | Shares | 2026-04-27 | ||||||||||||||||||||||||||||||||||||
| Small Triumph Capital Management | $31,905 | 0.00% | 750 | — | Sold Out | Shares | 2026-05-13 | ||||||||||||||||||||||||||||||||||||
| Small Financial Gravity Asset Management, Inc. | $31,479 | 0.00% | 740 | — | Sold Out | Shares | 2026-05-08 | ||||||||||||||||||||||||||||||||||||
| Micro Bay Harbor Wealth Management, LLC | $31,479 | 0.00% | 740 | — | Sold Out | Shares | 2026-04-14 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
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| Small Smithfield Trust Co Bank | $31,096 | 0.00% | 731 | — | Sold Out | Shares | 2026-05-08 | ||||||||||||||||||||||||||||||||||||
| Micro Financial Connections Group, Inc. | $29,352 | 0.00% | 690 | — | Sold Out | Shares | 2026-05-01 | ||||||||||||||||||||||||||||||||||||
| Small Global Trust Asset Management, LLC | $25,524 | 0.00% | 600 | — | Sold Out | Shares | 2026-04-23 | ||||||||||||||||||||||||||||||||||||
| Small Pflug Koory, LLC | $24,843 | 0.00% | 584 | — | Sold Out | Shares | 2026-04-22 | ||||||||||||||||||||||||||||||||||||
| Small Indiana Trust & Investment Management Co | $23,822 | 0.00% | 560 | — | Sold Out | Shares | 2026-04-28 | ||||||||||||||||||||||||||||||||||||
| Small Rossby Financial, LCC | $21,823 | 0.00% | 513 | — | Sold Out | Shares | 2026-05-11 | ||||||||||||||||||||||||||||||||||||
| Micro HALBERT HARGROVE GLOBAL ADVISORS, LLC | $20,929 | 0.00% | 492 | — | Sold Out | Shares | 2026-04-17 | ||||||||||||||||||||||||||||||||||||
| Small First Command Advisory Services, Inc. | $19,738 | 0.00% | 464 | — | Sold Out | Shares | 2026-05-07 | ||||||||||||||||||||||||||||||||||||
| Micro CrossGen Wealth, LLC | $18,972 | 0.00% | 446 | — | Sold Out | Shares | 2026-04-22 | ||||||||||||||||||||||||||||||||||||
| Micro Global Wealth Strategies & Associates | $16,973 | 0.00% | 399 | — | Sold Out | Shares | 2026-04-03 | ||||||||||||||||||||||||||||||||||||
| Mid Y.D. More Investments Ltd | $16,420 | 0.00% | 386 | — | Sold Out | Shares | 2026-05-04 | ||||||||||||||||||||||||||||||||||||
|
This filing is a combination report: the position is filed across the managers below.
|
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| Small FINANCIAL CONSULATE, INC | $14,889 | 0.00% | 350 | — | Sold Out | Shares | 2026-04-21 | ||||||||||||||||||||||||||||||||||||
| Small JNBA Financial Advisors | $13,953 | 0.00% | 328 | — | Sold Out | Shares | 2026-04-23 | ||||||||||||||||||||||||||||||||||||
| Mid MassMutual Private Wealth & Trust, FSB | $12,974 | 0.00% | 305 | — | Sold Out | Shares | 2026-04-13 | ||||||||||||||||||||||||||||||||||||
| Micro Scarborough Advisors, LLC | $12,889 | 0.00% | 303 | — | Sold Out | Shares | 2026-05-07 | ||||||||||||||||||||||||||||||||||||
| Small BankPlus Trust Department | $12,762 | 0.00% | 300 | — | Sold Out | Shares | 2026-05-11 | ||||||||||||||||||||||||||||||||||||
| Small Dunhill Financial, LLC | $11,698 | 0.00% | 275 | — | Sold Out | Shares | 2026-05-06 | ||||||||||||||||||||||||||||||||||||
| Small Hanson & Doremus Investment Management | $10,081 | 0.00% | 237 | — | Sold Out | Shares | 2026-04-17 | ||||||||||||||||||||||||||||||||||||
| Small CVA Family Office, LLC Family Office | $8,678 | 0.00% | 204 | — | Sold Out | Shares | 2026-04-29 | ||||||||||||||||||||||||||||||||||||
| Small Financial Life Planners | $8,678 | 0.00% | 204 | — | Sold Out | Shares | 2026-04-24 | ||||||||||||||||||||||||||||||||||||
| Micro Glass Jacobson Investment Advisors llc | $7,019 | 0.00% | 165 | — | Sold Out | Shares | 2026-04-23 | ||||||||||||||||||||||||||||||||||||
| Small Central Pacific Bank - Trust Division Bank | $6,593 | 0.00% | 155 | — | Sold Out | Shares | 2026-04-08 | ||||||||||||||||||||||||||||||||||||
| Micro Roble, Belko & Company, Inc | $5,913 | 0.00% | 139 | — | Sold Out | Shares | 2026-04-16 | ||||||||||||||||||||||||||||||||||||
| Small Pinnacle Bancorp, Inc. Bank | $4,977 | 0.00% | 117 | — | Sold Out | Shares | 2026-04-22 | ||||||||||||||||||||||||||||||||||||
| Small FIRST FINANCIAL CORP /IN/ | $4,721 | 0.00% | 111 | — | Sold Out | Shares | 2026-04-07 | ||||||||||||||||||||||||||||||||||||
| Micro Ascentis Independent Advisors | $1,914 | 0.00% | 45 | — | Sold Out | Shares | 2026-04-28 | ||||||||||||||||||||||||||||||||||||
| Micro Abound Wealth Management | $1,531 | 0.00% | 36 | — | Sold Out | Shares | 2026-04-10 | ||||||||||||||||||||||||||||||||||||
| Micro Marshall & Sterling Wealth Advisors Inc. | $510 | 0.00% | 12 | — | Sold Out | Shares | 2026-05-07 | ||||||||||||||||||||||||||||||||||||
| Mid GHP Investment Advisors, Inc. | $85 | 0.00% | 2 | — | Sold Out | Shares | 2026-04-21 | ||||||||||||||||||||||||||||||||||||
| No holders match your search. | |||||||||||||||||||||||||||||||||||||||||||
Key facts
CIK
1870128
CUSIP
14020W106
13F (30d)
208 filings
204 filers