3E7 - Evergy, Inc. Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (DB)

Evergy, Inc.
DE ˙ DB ˙ US30034W1062
70,90 € ↑1,18 (1,69%)
2026-03-13
DEL PRIS
Grundlæggende statistik
Institutionelle ejere 1128 total, 1116 long only, 5 short only, 7 long/short - change of -29,40% MRQ
Del pris 70,90
Gennemsnitlig porteføljeallokering 0.2286 % - change of -29,83% MRQ
Deler fremragende shares (source: Capital IQ)
Institutionelle aktier (lange) 220.729.305 - 95,85% (ex 13D/G) - change of -33,21MM shares -13,08% MRQ
Institutionel værdi (lang) $ 15.356.996 USD ($1000)
Institutionelt ejerskab og aktionærer

Evergy, Inc. (DE:3E7) har 1128 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 221,253,361 aktier. Største aktionærer omfatter Vanguard Group Inc, BlackRock, Inc., State Street Corp, Fmr Llc, Invesco Ltd., Geode Capital Management, Llc, Franklin Resources Inc, Morgan Stanley, Federated Hermes, Inc., and SVAAX - Federated Strategic Value Dividend Fund Class A Shares .

Evergy, Inc. (DB:3E7) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.

The share price as of March 13, 2026 is 70,90 / share. Previously, on March 19, 2025, the share price was 61,26 / share. This represents an increase of 15,74% over that period.

DE:3E7 / Evergy, Inc. Institutional Ownership
Fondens stemningsscore

Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.

Opdateringsfrekvens: Dagligt

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13F og NPORT arkivering

Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.

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Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)		 Aktier Δ Aktier
(%)		 Rapporteret
Værdi
($1000)		 Δ Værdi
(%)		 Port Alloc
(%)
2025-09-26 NP UVALX - Value Fund Shares 79.472 0,00 5.627 2,46
2026-01-26 13F JNBA Financial Advisors 73 -77,68 5 -79,17
2026-02-13 13F Toroso Investments, LLC 26.194 54,83 1.899 47,59
2026-01-29 13F D.a. Davidson & Co. 4.018 0,35 291 -4,28
2026-02-11 13F Metis Global Partners, LLC 7.318 -5,40 530 -9,86
2026-02-13 13F Neuberger Berman Group LLC 131.210 3,02 9.511 -1,77
2025-09-25 NP JVAL - JPMorgan U.S. Value Factor ETF 18.384 -10,24 1.302 -8,06
2026-02-17 13F Tudor Investment Corp Et Al 28.716 2.082
2026-01-05 13F GoalVest Advisory LLC 6.264 19,11 454 13,78
2026-01-23 13F Bellevue Asset Management, Llc 85 1,19 6 0,00
2026-02-10 13F Providence Financial Advisors, LLC 4.301 312
2025-09-24 NP AAARX - Strategic Allocation: Aggressive Fund R Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10.061 20,40 712 23,40
2026-01-08 13F NorthCrest Asset Manangement, LLC 5.710 -6,02 413 -12,71
2026-02-13 13F Wexford Capital Lp 6.838 496
2025-10-10 13F Financial Connections Group, Inc. 0 -100,00 0
2026-01-27 13F Jeppson Wealth Management, Llc 7.430 0,08 539 -4,61
2026-02-24 13F SG Trading Solutions, LLC 24.178 2
2025-09-26 NP BLPIX - Bull Profund Investor Class 155 -13,41 11 -16,67
2025-09-29 NP XCLR - Global X S&P 500 Collar 95-110 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 13 8,33 1
2026-02-17 13F Price T Rowe Associates Inc /md/ 482.731 -13,09 35 -19,05
2026-02-17 13F Summit Global Investments 65.197 60,54 5 33,33
2026-02-13 13F Aviso Financial Inc. 0 -100,00 0
2025-11-12 13F Buckingham Strategic Partners 0 -100,00 0
2025-09-26 NP ETLGX - E*TRADE No Fee Large Cap Index Fund 130 282,35 9 350,00
2026-01-29 13F Dunhill Financial, LLC 112 4,67 8 0,00
2026-02-13 13F Squarepoint Ops LLC Call 15.200 1.102
2026-02-17 13F Vennlight Capital Management, LP 0 -100,00 0
2026-01-29 13F UMA Financial Services, Inc. 154 4,76 11 0,00
2026-02-13 13F Squarepoint Ops LLC 222.294 216,60 16.114 201,93
2026-02-12 13F Ci Investments Inc. 0 -100,00 0
2026-01-09 13F Assenagon Asset Management S.A. 122.001 -90,82 8.844 -91,25
2026-02-17 13F Guggenheim Capital Llc 223.294 -10,29 16.187 -14,45
2026-02-10 13F Moors & Cabot, Inc. 10.731 1,80 778 -3,00
2026-02-17 13F Greenland Capital Management LP 32.189 -78,18 2.333 -79,20
2026-02-17 13F Susquehanna Portfolio Strategies, LLC 292.952 0,00 21.236 -4,64
2026-02-17 13F Woodline Partners LP 39.277 29,12 2.847 23,14
2026-02-17 13F Advisor Group Holdings, Inc. 42.225 -14,13 3.062 -15,46
2026-02-06 13F Tortoise Investment Management, LLC 0 -100,00 0
2026-02-13 13F State Street Corp 16.610.151 0,85 1.204.070 -3,83
2026-02-18 13F Mackenzie Financial Corp 135.128 -10,01 9.872 -13,53
2026-02-17 13F SummitTX Capital, L.P. 159.908 -16,20 11.592 -20,09
2025-09-26 NP FBLEX - Fidelity Series Stock Selector Large Cap Value Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.026.100 1,21 72.648 3,70
2026-01-23 13F Altfest L J & Co Inc 7.659 -33,41 555 -36,50
2026-01-29 13F UBS Group AG 1.077.500 -34,65 78.108 -37,68
2025-10-31 13F Kornitzer Capital Management Inc /ks 0 -100,00 0
2025-10-24 13F Hemington Wealth Management 534 -0,37 0
2026-02-17 13F Diameter Capital Partners LP 260.000 18,18 18.847 12,69
2026-01-21 13F Clayton Financial Group LLC 39 3
2026-02-17 13F Magnetar Financial LLC 5.821 422
2025-09-26 NP FUMIX - Fidelity SAI U.S. Momentum Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 69.059 88,74 4.889 93,39
2026-02-17 13F CHICAGO TRUST Co NA 0 -100,00 0
2026-01-13 13F Synergy Financial Management, LLC 0 -100,00 0
2026-01-22 13F Triad Wealth Partners, LLC 4.599 4,17 333 -0,60
2026-02-11 13F Sunrise Financial Services, LLC 7 1
2026-02-17 13F Man Group plc 33.042 356,51 2.395 335,45
2026-02-17 13F Tcw Group Inc 3.611 262
2026-02-09 13F Prospera Financial Services Inc 34.940 -2,89 2.533 -7,42
2025-09-25 NP DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 184.147 0,00 13.038 2,46
2026-02-06 13F Pathway Financial Advisers, LLC 43.460 -0,55 3.150 -5,03
2025-09-26 NP EIPX - FT Energy Income Partners Strategy ETF 42.162 41,64 2.985 45,18
2026-01-23 13F Assetmark, Inc 53.496 2,04 3.878 -2,71
2026-02-10 13F Root Financial Partners, LLC 631 9,55 46 4,65
2026-02-03 13F Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 478.214 2,42 34.948 -1,55
2026-01-20 13F Signaturefd, Llc 7.635 9,60 553 4,54
2026-02-17 13F Maryland State Retirement & Pension System 11.187 0,00 811 -4,71
2026-02-23 13F Virtu Financial LLC 4.967 0
2026-02-10 13F Core Wealth Advisors, Llc 14 1
2026-02-05 13F Amalgamated Bank 42.853 -4,65 3 0,00
2026-02-04 13F Virginia Retirement Systems Et Al 55.800 -28,00 4.045 -31,35
2026-02-13 13F Public Employees Retirement Association Of Colorado 20.530 0,00 1 0,00
2026-02-12 13F Advisors Asset Management, Inc. 40.118 7,76 2.908 2,76
2026-02-17 13F T. Rowe Price Investment Management, Inc. 48.601 -81,72 4 -85,00
2026-02-05 13F iA Global Asset Management Inc. 20.881 -7,70 2 0,00
2026-02-10 13F Novak & Powell Financial Services, Inc. 7.102 0,92 515 -3,75
2026-02-17 13F Glenmede Trust Co Na 25.271 -9,17 1.832 -4,54
2025-09-24 NP Innovator ETFs Trust - Innovator Equity Managed 100 Buffer ETF 1.400 99
2025-09-25 NP DFUS - Dimensional U.S. Equity ETF 60.546 0,00 4.287 2,46
2026-02-11 13F Picton Mahoney Asset Management 172.616 11,05 12.513 113.645,45
2026-02-04 13F HighPoint Advisor Group LLC 10.661 0,01 773 -4,69
2026-02-13 13F Dockside LLC 43.210 3.132
2026-01-14 13F Nova Wealth Management, Inc. 14 0,00 1 0,00
2026-01-29 13F UBS Group AG Call 0 -100,00 0 -100,00
2026-01-22 13F Red Tortoise LLC 312 0,00 23 -4,35
2026-02-13 13F Ontario Teachers Pension Plan Board 0 -100,00 0
2026-01-16 13F Walker Asset Management, LLC 4.534 0,76 329 -4,09
2026-02-17 13F Signature Equity Partners, LLC 55 4
2025-11-14 13F ExodusPoint Capital Management, LP 860.179 -7,58 65.391 102.071,88
2026-02-12 13F Ensign Peak Advisors, Inc 115.518 -0,76 8.374 -5,38
2026-02-17 13F Creative Planning 229.060 17,95 16.605 12,47
2025-09-25 NP WMLIX - Wilmington Large-Cap Strategy Fund Class I Shares 2.300 0,00 163 2,53
2026-02-18 13F Garton & Associates Financial Advisors LLC 186 13
2026-01-27 13F Duncker Streett & Co Inc 949 69
2026-02-12 13F Steward Partners Investment Advisory, Llc 3.122 3,62 226 -1,31
2025-09-24 NP IYY - iShares Dow Jones U.S. ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9.734 0,93 689 3,45
2026-01-30 13F Us Bancorp \de\ 40.750 -1,51 2.954 -6,07
2025-09-23 NP GDIIX - RNC Genter Dividend Income Fund 16.350 3,81 1.158 6,34
2026-02-06 13F Kimelman & Baird, LLC 3.734 -7,37 271 -11,76
2026-02-10 13F Basepoint Wealth LLC 43 3
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-02-17 13F Energy Income Partners, LLC 1.222.554 11,22 88.623 6,05
2026-02-02 13F CENTRAL TRUST Co 4.766 -6,07 345 -10,39
2026-02-03 13F Crossmark Global Holdings, Inc. 9.181 -0,83 666 -5,41
2026-02-02 13F Robertson Stephens Wealth Management, LLC 0 -100,00 0
2026-02-10 13F Arcadia Investment Management Corp/mi 2 0
2026-01-28 13F Universal- Beteiligungs- und Servicegesellschaft mbH 27.784 9,45 2.015 4,41
2025-11-14 13F Binnacle Investments Inc 125 635,29 10 800,00
2026-02-18 13F State of Tennessee, Treasury Department 108.604 -0,61 8.333 0,31
2026-02-03 13F Harel Insurance Investments & Financial Services Ltd. 252 5,00 0
2026-02-06 13F Harvest Portfolios Group Inc. 0 -100,00 0
2025-09-26 NP UGOFX - Global Managed Volatility Fund Institutional Shares 4.568 0,00 323 2,54
2026-02-13 13F Arkadios Wealth Advisors 5.375 390
2026-02-06 13F Larson Financial Group LLC 3.104 7,26 225 1,82
2026-01-13 13F Gibson Wealth Advisors LLC 12.596 0,00 913 -4,60
2026-01-28 13F Mowery & Schoenfeld Wealth Management, LLC 1.012 3,69 73 -1,35
2025-09-29 NP LGDX - Intech S&P Large Cap Diversified Alpha ETF 748 -18,61 53 -17,46
2026-02-10 13F Mutual Of America Capital Management Llc 110.639 3,88 8.020 -0,94
2026-02-17 13F Aqr Capital Management Llc 970.282 -5,85 70.336 -9,87
2025-09-29 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 1.006 1,93 71 4,41
2026-01-28 13F Quent Long Short Global Small Cap Fund, LP 3.288 238
2025-09-23 NP FCEUX - Franklin U.S. Core Equity (IU) Fund Advisor 15 1
2026-01-29 13F Vanguard Group Inc 30.206.309 0,23 2.189.655 -4,42
2026-02-17 13F CWM Advisors, LLC 26.891 -14,01 1.949 -18,01
2026-01-21 13F Oak Thistle LLC 46.190 419,16 3.348 395,27
2026-02-12 13F JPL Wealth Management, LLC 0 -100,00 0
2025-09-26 NP FLCPX - Fidelity SAI U.S. Large Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 60.238 -12,62 4.265 -10,48
2026-02-02 13F CX Institutional 2.927 16,15 0
2026-02-11 13F Illinois Municipal Retirement Fund 198.579 43,07 14.395 36,42
2026-01-29 13F State Of Michigan Retirement System 66.481 -5,14 4.819 -9,54
2026-01-23 13F State of Alaska, Department of Revenue 45.631 -3,59 3 0,00
2026-02-17 13F Northern Trust Corp 2.621.543 -5,03 190.036 -9,44
2026-01-14 13F Exchange Traded Concepts, Llc 12.288 -2,56 891 -7,10
2025-11-17 13F Financial Avengers, Inc. 0 -100,00 0
2026-02-10 13F Principia Wealth Advisory, LLC 3 0
2026-02-11 13F Rise Advisors, LLC 0 -100,00 0
2026-02-13 13F Manufacturers Life Insurance Company, The 0 -100,00 0
2026-02-17 13F NEOS Investment Management LLC 30.427 19,42 2.206 13,89
2026-02-17 13F Virtus Investment Advisers, Inc. 0 -100,00 0
2026-03-16 13F Osbon Capital Management Llc 17 1
2025-10-08 13F Country Club Bank /gfn 2.744 206
2026-01-22 13F City Holding Co 358 0,00 26 -7,41
2026-02-06 13F Twin Capital Management Inc 16.655 0,00 1.207 -4,66
2026-02-17 13F Sagewood Asset Management LP 4.568 331
2026-02-17 13F Toronto Dominion Bank 81.276 -54,84 5.892 -56,94
2026-02-11 13F Simplex Trading, Llc 0 -100,00 0 -100,00
2026-02-13 13F National Bank Of Canada /fi/ 108.425 57,52 7.900 49,38
2026-01-15 13F Brookstone Capital Management 25.833 -0,36 1.873 -4,97
2026-02-03 13F Bokf, Na 1.813 -91,97 131 -92,37
2025-09-29 NP PBP - Invesco S&P 500 BuyWrite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.229 77,60 87 85,11
2026-02-10 13F WCG Wealth Advisors LLC 12.059 0,89 874 -3,74
2026-02-12 13F BRYN MAWR TRUST Co 19.731 4,38 1.430 -0,49
2026-02-17 13F TCG Advisory Services, LLC 69.971 -1,63 5.072 -6,20
2026-02-10 13F Bnp Paribas Arbitrage, Sa 517.932 15,31 37.545 9,96
2026-02-10 13F IFG Advisory, LLC 6.525 473
2026-01-16 13F Ronald Blue Trust, Inc. 1.418 12,90 103 7,37
2026-02-18 13F First Citizens Bank & Trust Co 127.467 1,10 9.240 -3,59
2026-02-12 13F Hm Payson & Co 1.000 0,00 72 -5,26
2026-02-11 13F MidWestOne Financial Group, Inc. 4.680 -1,89 339 -6,35
2026-01-15 13F Retirement Systems of Alabama 48.974 -0,25 3.550 -4,88
2026-02-06 13F Leonteq Securities AG 22 -90,48 2 -94,12
2026-02-12 13F FineMark National Bank & Trust 7.887 0,95 572 -3,71
2026-02-17 13F Two Sigma Investments, Lp 80.491 -92,61 5.835 -92,95
2026-01-28 13F Teacher Retirement System Of Texas 7.615 -74,73 552 -75,91
2026-02-13 13F Great West Life Assurance Co /can/ 111.563 -0,40 8 0,00
2025-09-26 NP USCGX - Capital Growth Fund 30.348 0,00 2.149 2,43
2025-11-13 13F Connor, Clark & Lunn Investment Management Ltd. 0 -100,00 0
2026-02-11 13F Trust Co of Kansas 3.726 0
2026-02-17 13F Lazard Asset Management Llc 10.241 -10,95 742 -15,10
2025-09-24 NP MTUM - iShares Edge MSCI USA Momentum Factor ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 125.005 8.850
2025-09-29 NP CFMCX - Column Mid Cap Fund 36.888 4,53 2.629 12,16
2025-11-06 13F Whipplewood Advisors, LLC 0 -100,00 0
2026-02-13 13F Blueshift Asset Management, LLC 6.903 500
2026-02-12 13F Loomis Sayles & Co L P 1 0,00 0
2026-01-30 13F Activest Wealth Management 0 -100,00 0
2026-02-18 13F GWM Advisors LLC 0 -100,00 0
2025-11-14 13F Capstone Investment Advisors, Llc Put 4.400 -13,73 334 -4,84
2026-02-17 13F Boothbay Fund Management, Llc 11.119 806
2026-02-11 13F Ing Groep Nv 0 -100,00 0
2026-02-11 13F Zions Bancorporation, National Association /ut/ 695 0,00 50 -3,85
2026-02-12 13F Ankerstar Wealth, LLC 24 2
2026-02-17 13F Fairview Capital Investment Management, Llc 9.000 0,00 652 -4,68
2025-09-24 NP AACRX - Strategic Allocation: Conservative Fund R Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.602 15,13 184 17,95
2026-01-29 13F Schnieders Capital Management, Llc. 21.345 -0,23 1.547 -4,86
2026-02-11 13F Allianz Asset Management GmbH 606.618 -7,96 43.974 -12,23
2026-02-14 13F Frec Markets, Inc. 3.306 240
2026-01-16 13F Louisiana State Employees Retirement System 11.800 -2,48 855 -6,96
2026-02-11 13F Los Angeles Capital Management Llc 29.824 -13,17 2.319 -11,22
2026-02-06 13F HighTower Advisors, LLC 114.129 -2,31 8.273 -6,85
2026-02-02 13F New England Capital Financial Advisors LLC 100 0,00 7 0,00
2026-02-10 13F Winthrop Capital Management, LLC 5 0,00 0
2025-09-25 NP TMCVX - Thrivent Mid Cap Value Fund Class S 6.077 -10,82 430 -8,51
2026-01-12 13F Salem Investment Counselors Inc 0 -100,00 0
2026-01-23 13F Northland Securities, Inc. 3.873 281
2026-02-06 13F Vestmark Advisory Solutions, Inc. 11.347 31,18 823 25,11
2026-02-10 13F Intech Investment Management Llc 30.401 -3,35 2.204 -7,86
2026-02-09 13F Nicolet Bankshares Inc 8.000 0,00 580 -4,77
2026-02-11 13F Flagship Wealth Advisors, Llc 200 0,00 14 -6,67
2026-02-05 13F Atria Investments Llc 9.996 26,23 725 20,47
2026-02-13 13F Icon Advisers Inc/co 48.800 0,00 3.538 -4,64
2026-02-17 13F Susquehanna Fundamental Investments, Llc 16.360 -35,74 1.186 -38,76
2026-01-13 13F Stephens Consulting, LLC 13 1
2026-01-23 13F Optima Capital Llc 1.671 121
2026-02-17 13F Citadel Advisors Llc 910.129 -36,49 65.975 -39,44
2026-02-17 13F Citadel Advisors Llc Put 32.700 -94,70 2.370 -94,95
2026-02-17 13F Citadel Advisors Llc Call 36.900 -61,32 2.675 -63,13
2025-09-26 NP FTLS - First Trust Long/Short Equity ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 0 -100,00 0 -100,00
2026-01-22 13F Financial Consulate, Inc 48 0,00 3 0,00
2026-02-17 13F Nissay Asset Management Corp /japan/ /adv 30.353 1,07 2.200 -3,59
2025-09-26 NP IMCB - iShares Morningstar Mid-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 22.563 5,25 1.597 7,83
2026-02-12 13F MetLife Investment Management, LLC 55.184 -3,36 4.000 -7,83
2026-03-16 13F Bank of New Hampshire 179 0,00 13 -7,69
2026-02-17 13F Ameriprise Financial Inc 215.467 -0,94 15.619 -5,55
2025-11-07 13F Beacon Capital Management, LLC 0 -100,00 0 -100,00
2026-02-13 13F Mariner, LLC 0 -100,00 0
2026-02-17 13F BTG Pactual Asset Management US LLC 178.628 12.949
2026-02-13 13F Schroder Investment Management Group 21.967 -8,57 1.608 -10,87
2026-01-23 13F Community Bank of Raymore 28.844 0,00 2.091 -4,65
2026-02-10 13F Lido Advisors, LLC 22.116 0,04 1.677 -0,18
2026-02-13 13F Headlands Technologies LLC 6.627 480
2026-03-04 13F SHP Wealth Management 324 23
2026-01-20 13F Independence Bank of Kentucky 556 0,00 40 -4,76
2025-09-26 NP DAACX - Diversified Equity Fund 782 -35,00 55 -28,57
2026-02-14 13F POM Investment Strategies, LLC 72 5
2026-01-22 13F Trilogy Capital Inc. 47.839 1,53 3.468 -3,18
2026-02-06 13F Resona Asset Management Co.,Ltd. 76.732 -3,54 5.569 -7,72
2026-01-07 13F Massmutual Trust Co Fsb/adv 3.702 -3,69 268 -8,22
2026-01-30 13F W.G. Shaheen & Associates DBA Whitney & Co 0 -100,00 0
2026-02-13 13F Towarzystwo Funduszy Inwestycyjnych Pzu Sa 0 -100,00 0
2026-02-13 13F Charles Schwab Investment Management Inc 2.188.020 0,13 158.610 -4,52
2025-10-20 13F Mid-American Wealth Advisory Group, Inc. 0 -100,00 0
2026-02-06 13F Associated Banc-corp 0 -100,00 0
2026-02-11 13F Commonwealth Retirement Investments LLC 37 3
2026-02-04 13F Ameritas Advisory Services, LLC 3.079 74,74 223 67,67
2026-02-18 13F Caitlin John, LLC 13 0,00 1
2025-11-12 13F 10Elms LLP 0 -100,00 0
2026-02-05 13F High Note Wealth, LLC 2 0,00 0
2026-02-13 13F Ostrum Asset Management 1.110 -24,95 80 -28,57
2025-09-26 NP INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 9.033 31,27 640 34,53
2026-02-11 13F Vestcor Inc 174.330 49,59 13 50,00
2025-09-24 NP REVS - Columbia Research Enhanced Value ETF 2.876 26,75 204 30,13
2025-09-29 NP XYLD - Global X S&P 500 Covered Call ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 14.060 -4,01 995 -1,68
2026-02-12 13F UniSuper Management Pty Ltd 31.435 -11,47 2.279 -15,60
2026-02-19 13F Mcguire Capital Advisors Inc 111 8
2026-01-30 13F State of New Jersey Common Pension Fund D 70.384 0,00 5.102 -4,64
2026-01-20 13F Princeton Global Asset Management LLC 195 0,00 14 0,00
2026-01-30 13F Interchange Capital Partners, LLC 2.916 211
2025-09-29 NP ALTL - Pacer Lunt Large Cap Alternator ETF 0 -100,00 0 -100,00
2026-02-05 13F Allworth Financial LP 9.916 0,55 719 -4,14
2026-02-09 13F Smith Chas P & Associates Pa Cpas 3.735 0,00 271 -4,59
2026-02-10 13F Edgemoor Investment Advisors, Inc. 90.591 2,78 6.567 -2,00
2025-09-24 NP SWPPX - Schwab S&P 500 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 517.712 1,67 36.654 4,18
2026-01-27 13F GHP Investment Advisors, Inc. 60 0,00 4 0,00
2025-10-07 13F Sonora Investment Management Group, LLC 223.924 -0,88 17.023 9,31
2026-02-13 13F Virtus ETF Advisers LLC 8.525 0,00 618 -4,78
2026-02-06 13F Advisory Alpha, LLC 3.519 6,64 255 1,59
2026-02-12 13F Bank Of Montreal /can/ 287.399 21,33 20.834 15,69
2026-02-13 13F Bridgewater Associates, LP 108.819 7.888
2026-02-04 13F Tsfg, Llc 113 0,00 0
2026-02-13 13F Barclays Plc Call 0 -100,00 0 -100,00
2026-02-04 13F Clark Wealth Partners 14 0,00 1 0,00
2026-01-30 13F Jennison Associates Llc 1.452.966 -10,94 105.326 -15,08
2026-01-12 13F Schaper Benz & Wise Investment Counsel Inc/wi 138.226 0,97 10.020 -3,71
2026-01-14 13F Pallas Capital Advisors LLC 11.060 0,12 802 -4,53
2026-02-02 13F Fifth Third Bancorp 43.099 -3,75 3.124 -8,23
2026-02-11 13F Schulhoff & Co Inc 5.500 0,00 399 -4,78
2026-01-16 13F First Pacific Financial 0 -100,00 0
2026-01-27 13F First Horizon Corp 31 93,75 2 100,00
2026-02-10 13F Axq Capital, Lp 30.410 2.204
2026-02-06 13F Covestor Ltd 323 -12,47 0
2026-02-02 13F Danske Bank A/s 2.500 -37,50 181 -40,46
2026-02-13 13F Mml Investors Services, Llc 35.011 -15,19 2.538 -19,15
2026-02-13 13F Pinnacle Wealth Planning Services, Inc. 700 51
2026-02-05 13F Intrua Financial, LLC 7.695 -6,90 558 -11,31
2026-02-10 13F Kentucky Retirement Systems 14.451 0,00 1.048 -4,64
2025-11-14 13F Financial Network Wealth Management LLC 0 -100,00 0
2026-02-03 13F LaFleur & Godfrey LLC 25.354 4,11 1.838 -0,76
2026-01-14 13F Hennion & Walsh Asset Management, Inc. 20.324 -15,71 1.473 -19,60
2026-01-21 13F Sound Income Strategies, LLC 184.426 -16,27 14.098 -16,54
2026-01-15 13F Northstar Advisory Group, LLC 0 -100,00 0
2026-02-20 13F Sunbelt Securities, Inc. 7.868 -2,14 570 -6,71
2025-09-25 NP DIVB - iShares U.S. Dividend and Buyback ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8.181 6,68 579 9,45
2026-02-12 13F Sit Investment Associates Inc 90.730 7
2025-09-25 NP JFLI - JPMorgan Flexible Income ETF 470 0,00 33 3,13
2026-01-21 13F SJS Investment Consulting Inc. 113 0,00 8 0,00
2025-10-10 13F Corsicana & Co. 0 -100,00 0
2026-02-11 13F Fox Run Management, L.l.c. 15.884 1.151
2025-10-17 13F Institute for Wealth Management, LLC. 0 -100,00 0
2026-02-13 13F Police & Firemen's Retirement System of New Jersey 35.213 -4,92 2.553 -9,34
2026-01-26 13F Mirae Asset Global Investments Co., Ltd. 39.275 21,39 2.847 15,78
2026-01-15 13F Allspring Global Investments Holdings, LLC 24.981 0,56 1.826 -3,59
2026-01-14 13F Goelzer Investment Management, Inc. 14.800 1.073
2025-09-24 NP FUTY - Fidelity MSCI Utilities Index ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 305.665 3,12 21.641 5,66
2025-09-26 NP FDVLX - Fidelity Value Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 531.600 -24,34 37.637 -22,48
2026-01-12 13F Rialto Wealth Management, LLC 16 33,33 1
2026-01-23 13F Steigerwald, Gordon & Koch Inc. 250 0,00 18 -5,26
2026-02-13 13F Transamerica Financial Advisors, Inc. 529 38
2026-02-17 13F Freestone Grove Partners LP 854.739 321,05 61.960 301,50
2026-01-16 13F Tema Etfs Llc 3.494 -0,23 253 -4,89
2025-11-14 13F Strategic Wealth Partners, Ltd. 274 0,00 21 11,11
2025-09-24 NP RECS - Columbia Research Enhanced Core ETF 59.961 49,11 4.245 52,81
2026-02-03 13F SBI Securities Co., Ltd. 449 -3,23 33 -8,57
2026-02-02 13F Truist Financial Corp 1.847.410 28,39 133.919 22,42
2026-02-10 13F Westpac Banking Corp 21.111 -2,73 1.530 -7,22
2026-01-15 13F Nisa Investment Advisors, Llc 72.773 -1,95 5.275 -6,50
2026-01-15 13F Highline Wealth Partners Llc 13 0,00 1
2026-01-21 13F Sowell Financial Services LLC 4.086 4,29 296 -0,34
2026-01-21 13F Raleigh Capital Management Inc. 153 -14,04 11 -15,38
2026-01-12 13F Pensionfund Sabic 16.900 -9,14 1 0,00
2025-09-26 NP BKLC - BNY Mellon US Large Cap Core Equity ETF 18.157 27,03 1.286 30,19
2026-02-05 13F AlphaCore Capital LLC 5.422 60,94 393 53,52
2026-02-10 13F Savant Capital, LLC 5.539 -6,25 402 -10,69
2025-09-29 NP XTR - Global X S&P 500 Tail Risk ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10 0,00 1
2025-09-24 NP FXU - First Trust Utilities AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 983.400 7,22 69.625 9,86
2026-01-09 13F IFS Advisors, LLC 57 4
2026-02-17 13F Elequin Capital Lp 456 33
2026-02-17 13F Clear Street Markets Llc 341 -13,89 25 -20,00
2026-01-20 13F AdvisorNet Financial, Inc 117 56,00 8 60,00
2026-02-05 13F Northwestern Mutual Investment Management Company, Llc 7.355 0,27 533 -4,31
2026-02-24 13F MidFirst Bank 350 25
2026-01-30 13F Exencial Wealth Advisors, Llc 167.496 -2,25 12.142 -6,79
2026-01-21 13F Integris Wealth Management, LLC 4.570 0,00 331 -4,61
2026-01-27 13F Bayforest Capital Ltd 5.747 271,97 417 255,56
2026-02-10 13F Fideuram Asset Management (Ireland) dac 751 49
2025-09-24 NP FAB - First Trust Multi Cap Value AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.283 2,19 162 4,55
2026-02-11 13F Meeder Advisory Services, Inc. 14.536 1.054
2026-01-05 13F Roxbury Financial LLC 392 0,77 28 -3,45
2026-02-13 13F Greenline Wealth Management LLC 45 3
2026-02-09 13F Key FInancial Inc 714 19,40 52 13,33
2026-01-21 13F Albion Financial Group /ut 13.183 0,00 956 -4,69
2026-01-13 13F Adamsbrown Wealth Consultants Llc 18.730 -2,35 1.358 -6,93
2025-09-29 NP PTLC - Pacer Trendpilot US Large Cap ETF 14.206 1.006
2026-02-06 13F Motco 249 0,00 18 0,00
2025-09-26 NP UTPIX - Utilities Ultrasector Profund Investor Class 2.050 37,49 145 40,78
2026-01-23 13F Legacy Financial Strategies, LLC 3.893 0,00 282 -4,41
2025-09-23 NP MYSPX - MainStay MacKay S&P 500 Index Fund Investor Class 7.196 1,25 509 3,67
2026-02-17 13F Alliancebernstein L.p. 326.371 -23,05 23.659 -26,63
2025-11-21 13F/A CIBC Bancorp USA Inc. 41.745 3.173
2026-01-14 13F Thompson Investment Management, Inc. 38 0,00 3 0,00
2026-02-17 13F Qube Research & Technologies Ltd 57.181 4.145
2026-02-10 13F Bank of New York Mellon Corp 2.656.692 -16,16 192.584 -20,06
2026-02-17 13F Voleon Capital Management Lp 0 -100,00 0
2026-01-23 13F Patton Fund Management, Inc. 78.004 65,13 5.655 57,45
2026-02-04 13F Sentry Investment Management Llc 525 0,00 0
2026-02-12 13F Hrt Financial Lp 203.303 15
2025-10-30 13F Twin Peaks Wealth Advisors, LLC 0 -100,00 0
2026-02-17 13F Two Sigma Advisers, Lp 31.000 -87,49 2.247 -88,07
2026-01-27 13F Godsey & Gibb Associates 65 5
2026-02-02 13F Millstone Evans Group, LLC 48 0,00 3 0,00
2026-02-04 13F Washington Trust Bank 3.000 0,00 217 -4,82
2026-02-12 13F Voya Investment Management Llc 112.012 -4,06 8.120 -8,52
2026-02-17 13F Boreal Capital Management LLC 0 -100,00 3 0,00
2026-02-06 13F Kingdom Financial Group LLC. 4.334 314
2026-01-05 13F GAMMA Investing LLC 16.762 2,48 1.215 -2,25
2025-10-21 13F Steel Peak Wealth Management LLC 0 -100,00 0
2025-09-26 NP SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 4 -99,87 0 -100,00
2026-02-17 13F Janus Henderson Group Plc 12.355 3,84 896 -1,00
2026-02-12 13F Dimensional Fund Advisors Lp 1.347.410 1,43 97.682 -3,26
2025-10-16 13F Kingstone Capital Partners Texas, LLC 0 -100,00 0 -100,00
2025-09-25 NP JPME - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 20.694 -4,97 1.465 -2,59
2026-01-26 13F Iams Wealth Management, Llc 12.845 7,06 931 2,08
2026-02-12 13F/A Pinebridge Investments Llc 9.495 688
2026-01-16 13F Standard Life Aberdeen plc 78.056 -2,34 5.658 -6,86
2026-02-05 13F Requisite Capital Management, LLC 0 -100,00 0
2026-02-10 13F Sarver Vrooman Wealth Advisors 202 15
2026-02-13 13F Pathstone Holdings, LLC 21.399 -1,36 1.551 -5,94
2026-01-14 13F Wealthcare Advisory Partners LLC 11.354 2,02 823 -2,60
2026-02-03 13F Orion Capital Management LLC 10 0,00 1
2026-02-12 13F Wedbush Securities Inc 3.738 0
2026-01-07 13F Retirement Wealth Solutions LLC 33 -54,79 2 -60,00
2026-01-12 13F Contravisory Investment Management, Inc. 11.733 -3,84 851 -8,31
2025-09-25 NP QLV - FlexShares US Quality Low Volatility Index Fund This fund is a listed as child fund of Northern Trust Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10.292 729
2026-02-18 13F Financial Advisory Service, Inc. 5.767 0,56 418 -3,91
2026-01-28 13F DekaBank Deutsche Girozentrale 18.563 0,00 1 0,00
2026-02-17 13F Blair William & Co/il 7.116 7,17 516 2,18
2026-02-11 13F TCTC Holdings, LLC 184 0,00 13 0,00
2026-02-17 13F DV Trading LLC 11 1
2026-02-02 13F Farmers & Merchants Trust Co of Chambersburg PA 250 0,00 0
2025-11-13 13F Texas Capital Bancshares Inc/tx 131 10
2026-02-17 13F Utah Retirement Systems 37.985 0,00 2.754 -4,64
2026-02-11 13F OneAscent Financial Services LLC 0 -100,00 0 -100,00
2026-02-13 13F Public Sector Pension Investment Board 0 -100,00 0
2026-02-17 13F Schonfeld Strategic Advisors LLC 158.332 1.149,66 11.477 1.091,80
2026-02-10 13F Reaves W H & Co Inc 9.924 0,00 719 -4,64
2026-02-17 13F State Of Wisconsin Investment Board 122.330 -17,73 8.868 -21,55
2026-02-12 13F Nuveen, LLC 2.899.037 -12,18 210.151 -16,26
2025-09-26 NP John Hancock Tax-advantaged Dividend Income Fund 295.000 0,00 20.886 2,46
2026-02-11 13F First Command Advisory Services, Inc. 1.225 0,00 89 -5,38
2026-02-17 13F XTX Topco Ltd 56.432 1.680,19 4.091 1.604,17
2025-09-23 NP SVAAX - Federated Strategic Value Dividend Fund Class A Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3.459.250 7,76 244.915 10,41
2026-01-30 13F Citizens Financial Group Inc/ri 3.658 -0,60 265 -5,02
2026-02-13 13F Sofos Investments, Inc. 0 -100,00 0
2026-01-23 13F Valley National Advisers Inc 304 0,00 0
2025-09-29 NP QDPL - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 4.177 14,19 296 17,06
2025-09-24 NP BlackRock ETF Trust - iShares Infrastructure Active ETF 3.500 248
2026-01-13 13F Mather Group, Llc. 4.246 0,00 308 -4,66
2026-02-17 13F Laird Norton Trust Company, Llc 6.243 453
2026-01-29 13F Wealth Alliance Advisory Group, LLC 3.423 10,60 248 5,53
2026-02-17 13F Balyasny Asset Management Llc 305.617 -61,99 22.154 -63,76
2025-09-25 NP VYM - Vanguard High Dividend Yield Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 884.266 4,65 62.606 7,22
2026-01-12 13F Abound Wealth Management 0 0
2026-02-04 13F Hartford Investment Management Co 13.412 -1,73 972 -6,27
2026-01-22 13F Venturi Wealth Management, LLC 0 -100,00 0
2026-02-17 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 455.429 1,73 33.023 -2,94
2026-02-13 13F Missouri Trust & Investment Co 226 0,00 16 -5,88
2025-09-26 NP FIUIX - Fidelity Telecom and Utilities Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 717.000 11,13 50.764 13,86
2026-02-13 13F Kcm Investment Advisors Llc 4.323 39,23 313 32,63
2026-01-23 13F Aspect Partners, LLC 119 0,00 9 -11,11
2026-01-28 13F Chicago Partners Investment Group LLC 14.044 4,19 1.063 1,43
2025-09-24 NP SIZE - iShares Edge MSCI USA Size Factor ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9.942 1,78 704 4,30
2025-09-26 NP BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11.915 144,11 844 150,15
2026-02-13 13F Potomac Fund Management Inc /adv 8.011 0,01 581 -4,61
2025-09-25 NP DVRAX - MFS Global Alternative Strategy Fund A 535 38
2025-09-25 NP BBUS - JPMorgan BetaBuilders U.S. Equity ETF 21.521 8,04 1.524 10,68
2025-11-13 13F GeoWealth Management, LLC 0 -100,00 0
2026-02-24 13F Barnes Wealth Management Group, Inc 3.051 -0,33 221 -4,74
2026-02-17 13F Quantinno Capital Management LP 399.857 16,44 28.986 11,03
2026-02-09 13F Koesten, Hirschmann & Crabtree, INC. 0 -100,00 0
2026-01-22 13F Pinnacle Bancorp, Inc. 711 2,60 52 -1,92
2026-02-11 13F Simplex Trading, Llc Put 6.000 1.400,00 435
2026-02-11 13F Simplex Trading, Llc Call 9.300 144,74 674
2026-02-13 13F Cornerstone Financial Management LLC 45 3
2026-01-12 13F Avanza Fonder AB 1.495 108
2026-02-04 13F Oxbow Advisors, LLC 47.891 0,36 3.472 -4,30
2026-02-13 13F Baird Financial Group, Inc. 47.682 0,45 3.456 -4,21
2025-09-25 NP DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 216.513 0,00 15.329 2,46
2026-01-30 13F Ares Financial Consulting, LLC 100 7
2026-02-02 13F Strs Ohio 5.514 0,18 400 -4,55
2026-02-11 13F Capital Analysts, Inc. 170 0,00 0
2026-01-08 13F True Wealth Design, LLC 546 -0,36 40 -4,88
2026-01-21 13F Y.D. More Investments Ltd 1.234 -24,20 89 -27,64
2026-02-10 13F CFS Investment Advisory Services, LLC 2.865 -0,03 208 -7,17
2025-11-14 13F Two Sigma Securities, Llc 0 -100,00 0
2026-01-22 13F Ifrah Financial Services, Inc. 3.008 -3,34 218 -7,63
2025-09-26 NP PCSVX - PACE Small/Medium Co Value Equity Investments Class P 18.100 -21,58 1.281 -19,64
2026-02-13 13F Burton Enright Welch 2.912 -1,29 211 -5,80
2026-02-10 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 432.368 -0,40 31.342 -5,02
2026-02-03 13F Ethic Inc. 17.679 0,10 1.282 -4,55
2025-09-29 NP SPUU - Direxion Daily S&P 500(R) Bull 2X Shares 720 24,78 51 28,21
2025-09-29 NP SPXL - Direxion Daily S&P 500(R) Bull 3X Shares 15.965 16,24 1.130 19,07
2026-01-29 13F Inscription Capital, LLC 7.356 0,99 533 -3,62
2026-02-13 13F Rafferty Asset Management, LLC 25.351 4,64 1.838 -0,22
2025-09-24 NP PMPRX - MidCap Value Fund I R-3 5.594 -94,54 396 -94,40
2025-09-26 NP FIOOX - Fidelity Series Large Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 77.202 2,11 5.466 4,61
2026-02-09 13F Green Square Capital Advisors Llc 23.170 -16,03 1.680 -11,68
2026-01-21 13F Ledyard National Bank 55.996 -4,16 4.059 -8,60
2026-02-13 13F Chevy Chase Trust Holdings, Inc. 116.857 -0,64 8.471 -5,27
2026-01-28 13F Davis Capital Management 18.095 -0,26 1.312 -4,93
2026-02-13 13F Gts Securities Llc 0 -100,00 0
2026-02-03 13F F/M Investments LLC 23.026 -4,76 1.669 -9,15
2026-02-10 13F DT Investment Partners, LLC 600 0,00 43 -4,44
2026-01-20 13F Toth Financial Advisory Corp 0 -100,00 0
2026-02-17 13F Private Advisor Group, LLC 20.201 5,50 1.464 0,62
2026-02-12 13F Benson Wealth Management INC 17 1
2026-02-18 13F EP Wealth Advisors, Inc. 9.290 -1,63 673 3,54
2026-01-29 13F Sanctuary Advisors, LLC 18.946 -7,14 1.373 -11,48
2026-02-12 13F CIBC Private Wealth Group, LLC 402.417 -16,46 29.171 -20,33
2026-02-12 13F APG Asset Management N.V. 116.159 7.170
2026-02-12 13F Cibc World Markets Corp 41.811 44,43 3.031 51,88
2026-02-13 13F Motiv8 Investments LLC 2.346 0
2026-02-13 13F Y-Intercept (Hong Kong) Ltd 93.536 6.780
2026-01-09 13F Dynamic Advisor Solutions LLC 21.732 -2,20 1.575 -6,75
2026-01-21 13F Flagship Harbor Advisors, Llc 107 8
2026-02-13 13F Kestra Advisory Services, LLC 0 -100,00 0
2026-02-17 13F California State Teachers Retirement System 275.354 -0,38 19.960 -5,00
2026-01-22 13F Mechanics Financial Corp 605 0,00 44 -4,44
2026-02-17 13F Cape Investment Advisory, Inc. 191 334,09 14 333,33
2026-02-06 13F Creative Financial Designs Inc /adv 5 0,00 0
2025-09-24 NP Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 17 41,67 1
2026-02-17 13F Cresset Asset Management, LLC 3.997 -4,45 290 -8,83
2026-02-12 13F Triumph Capital Management 508 104,84 37 100,00
2025-10-30 13F Migdal Insurance & Financial Holdings Ltd. 0 -100,00 0
2026-01-14 13F Jfs Wealth Advisors, Llc 154 38,74 11 37,50
2025-11-13 13F Pinnbrook Capital Management Lp 0 -100,00 0
2026-02-05 13F Bessemer Group Inc 3.382 1,74 0
2026-02-09 13F Leavell Investment Management, Inc. 0 -100,00 0 -100,00
2026-01-23 13F Farther Finance Advisors, LLC 11.634 10,49 843 5,38
2026-02-13 13F Lifeworks Advisors, LLC 54.005 -20,68 3.915 -24,37
2025-11-10 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-02-17 13F First Manhattan Co 77.983 -6,48 5.653 -10,82
2026-01-16 13F Crewe Advisors LLC 43 -90,91 3 -91,43
2026-02-09 13F Smithfield Trust Co 345 4,55 0
2025-09-25 NP ILCV - iShares Morningstar Large-Cap Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9.333 -2,64 661 -0,30
2026-02-04 13F Pensionmark Financial Group, Llc 9.106 72,40 447 11,22
2026-01-05 13F Catherine Avery Investment Management LLC 15.283 -6,00 1.108 -10,36
2025-09-25 NP QDF - FlexShares Quality Dividend Index Fund This fund is a listed as child fund of Northern Trust Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 135.864 -7,22 9.619 -4,93
2026-02-23 13F Mv Capital Management, Inc. 715 0,28 52 4,08
2025-09-25 NP QLC - FlexShares US Quality Large Cap Index Fund This fund is a listed as child fund of Northern Trust Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 13.244 13,80 938 16,54
2026-02-11 13F Ameritas Investment Partners, Inc. 2.060 149
2025-09-24 NP ACWI - iShares MSCI ACWI ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 60.694 -2,33 4.297 0,09
2026-02-09 13F Clearwater Capital Advisors, LLC 3.074 0,00 223 -4,72
2026-01-26 13F AE Wealth Management LLC 8.238 10,62 597 5,48
2026-01-27 13F Proffitt & Goodson Inc 0 -100,00 0
2026-02-17 13F Millennium Management Llc 105.387 112,35 7.640 102,52
2026-02-24 13F DGS Capital Management, LLC 12.757 15,22 925 9,87
2026-02-12 13F Swiss National Bank 630.726 -4,89 45.721 -9,30
2026-02-17 13F Equitable Holdings, Inc. 4.664 2,33 338 -2,31
2026-02-09 13F Atlantic Trust, LLC 381 0,00 28 -3,57
2026-02-12 13F Alps Advisors Inc 362.375 1,44 26.269 -3,27
2026-02-13 13F Dynamic Technology Lab Private Ltd 31.938 2.315
2026-02-13 13F Martingale Asset Management L P 37.954 7,08 2.751 2,12
2026-02-09 13F Legal & General Group Plc 1.673.376 -6,66 121.303 -10,99
2026-02-10 13F Murphy & Mullick Capital Management Corp 1 0
2026-02-17 13F Credit Agricole S A 70.938 5.142
2026-02-12 13F Xponance, Inc. 39.992 4,62 2.899 -0,24
2025-09-24 NP FLIIX - First State Global Listed Infrastructure Fund Class I 51.891 4,23 3.674 6,77
2026-01-29 13F Nbc Securities, Inc. 5.860 -15,68 425 -19,70
2026-02-10 13F Goldman Sachs Group Inc 1.771.842 -5,28 128.441 -9,68
2026-01-23 13F Creative Capital Management Investments LLC 1.501 0,00 109 -5,26
2025-09-25 NP JPUS - JPMorgan Diversified Return U.S. Equity ETF 21.430 -2,32 1.517 0,13
2026-02-13 13F Cohen & Steers, Inc. 2.122.228 -8,22 154 -12,57
2026-02-09 13F Systematic Financial Management Lp 55.400 12,96 4.016 7,70
2026-02-13 13F Cramer Rosenthal Mcglynn Llc 474.988 27,33 34.432 21,42
2026-02-05 13F Cambridge Investment Research Advisors, Inc. 45.649 -2,95 3 0,00
2026-02-17 13F Fairscale Capital, LLC 492 0,00 36 -5,41
2026-02-04 13F AGH Wealth Advisors, LLC 12.579 -1,04 912 -5,69
2026-02-04 13F Blackhawk Capital Partners LLC. 4.120 7,04 299 2,05
2026-02-12 13F Great Lakes Advisors, Llc 10.505 -3,06 761 -7,53
2026-02-03 13F Strengthening Families & Communities, LLC 0 -100,00 0
2025-09-24 NP BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 40.199 4,53 2.846 7,11
2026-02-09 13F New Age Alpha Advisors, LLC 85.061 -7,13 6.166 -11,43
2026-02-10 13F Thompson Siegel & Walmsley Llc 1.172.329 -4,65 85 -9,68
2026-02-13 13F Gen-Wealth Partners Inc 107 0,00 8 -12,50
2025-09-24 NP SWMCX - Schwab U.S. Mid-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 39.976 8,15 2.830 10,81
2026-02-17 13F Jones Financial Companies Lllp 177.667 -1,53 12.879 -3,67
2026-02-17 13F Engineers Gate Manager LP 17.625 1.278
2026-02-13 13F Bank Of Nova Scotia 61.924 -59,28 4.488 -61,20
2026-02-09 13F Allstate Corp 17.571 113,79 1.274 104,01
2025-09-26 NP TOV - JLens 500 Jewish Advocacy U.S. ETF 657 18,38 47 21,05
2026-02-11 13F SOUTH STATE Corp 64 -74,30 5 -77,78
2025-09-26 NP BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 213.388 91,04 15.108 95,74
2026-02-13 13F Journey Strategic Wealth Llc 3.270 5,14 237 0,42
2026-01-21 13F Newbridge Financial Services Group, Inc. 10.561 4.318,83 766 4.150,00
2026-01-28 13F Bedel Financial Consulting, Inc. 3.076 0,00 223 -4,29
2026-02-09 13F Hantz Financial Services, Inc. 1.138 20,68 0
2026-02-11 13F Vise Technologies, Inc. 11.124 32,04 806 25,94
2026-02-17 13F Ameriflex Group, Inc. 322 -50,00 23 -52,08
2026-02-03 13F Ballentine Partners, LLC 4.786 10,10 347 4,85
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-02-17 13F SageView Advisory Group, LLC 1.964 142
2025-09-26 NP GEND - Genter Capital Dividend Income ETF 1.089 278,12 77 305,26
2026-02-17 13F National Asset Management, Inc. 7.100 -9,46 515 -13,76
2026-02-06 13F EverSource Wealth Advisors, LLC 1.973 -15,65 143 -19,21
2026-02-12 13F Verbena Value LP 373.900 27.104
2026-02-13 13F Tradewinds, LLC. 3.603 -0,25 261 -4,74
2025-11-13 13F Cbre Clarion Securities Llc 0 -100,00 0
2026-02-13 13F First National Bank Of Omaha 2.744 201
2026-02-10 13F National Pension Service 9.062 50,36 657 43,23
2026-02-06 13F Global Retirement Partners, LLC 6.373 148,07 462 136,41
2026-02-10 13F Kentucky Retirement Systems Insurance Trust Fund 6.057 0,00 439 -4,57
2026-02-12 13F Financial Engines Advisors L.L.C. 22.635 -2,75 1.641 -7,29
2025-09-23 NP FDV - Federated Hermes U.S. Strategic Dividend ETF 168.487 26,81 11.929 29,92
2026-01-26 13F Private Trust Co Na 482 5,70 35 0,00
2026-02-10 13F Envestnet Asset Management Inc 1.100.841 9,69 79.800 4,59
2026-01-23 13F Westside Investment Management, Inc. 1.384 0,00 100 -4,76
2026-02-17 13F Susquehanna International Group, Llp Call 100.300 -9,96 7.271 -14,15
2026-02-10 13F Texas Yale Capital Corp. 3.743 0,00 271 -4,58
2025-11-14 13F Ieq Capital, Llc 0 -100,00 0
2026-02-17 13F Susquehanna International Group, Llp 76.012 73,86 5.510 65,81
2025-11-10 13F Lion Street Advisors, LLC 12.765 21,48 814 12,29
2026-01-28 13F Arizona State Retirement System 63.108 -6,76 4.575 -11,10
2026-02-17 13F Susquehanna International Group, Llp Put 20.200 51,88 1.464 44,81
2025-11-04 13F State of Wyoming 0 -100,00 0
2026-02-02 13F Principal Financial Group Inc 269.043 2,38 19.503 -2,37
2026-02-12 13F Mount Yale Investment Advisors, LLC 0 -100,00 0
2026-01-15 13F Vaughan Nelson Investment Management, L.p. 768.034 9,69 55.675 4,60
2025-09-26 NP FSMDX - Fidelity Mid Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 816.174 8,58 57.785 11,26
2025-09-25 NP DXUV - Dimensional US Vector Equity ETF 0 -100,00 0 -100,00
2026-01-21 13F Paladin Advisory Group, LLC 145 0,00 11 -9,09
2025-09-25 NP Thrivent Core Funds - Thrivent Core Mid Cap Value Fund 60.553 -48,71 4.287 -47,44
2026-01-22 13F Bfsg, Llc 938 14,81 68 8,06
2026-02-04 13F Securian Asset Management, Inc 6.205 -43,71 450 -46,36
2026-01-26 13F Whittier Trust Co Of Nevada Inc 577 0,00 42 -4,55
2026-02-24 13F/A Pacer Advisors, Inc. 34.077 75,69 2.470 67,57
2025-09-26 NP MSTQX - Morningstar U.S. Equity Fund 3.377 1,53 239 4,37
2026-02-02 13F Holistic Planning, LLC 3.420 248
2026-01-23 13F Portman Square Capital LLP Put 130.000 9.424
2025-09-24 NP SNXFX - Schwab 1000 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 74.630 0,00 5.284 2,46
2026-01-28 13F Atwood & Palmer Inc 1.268 0,00 92 -5,21
2025-09-26 NP John Hancock Premium Dividend Fund 245.000 0,00 17.346 2,46
2026-02-11 13F Winnow Wealth Llc 7 0,00 1
2026-02-06 13F Keystone Financial Group 4.822 10,29 350 5,12
2026-02-17 13F Bank Of America Corp /de/ 1.333.337 -17,52 96.654 -21,35
2026-01-27 13F Asset Management One Co., Ltd. 115.058 -4,86 8.404 -8,58
2026-02-09 13F Texas Capital Bank Wealth Management Services Inc 3.783 0,05 274 -4,53
2026-01-30 13F Simplicity Wealth,LLC 4.716 -1,83 342 -6,58
2026-02-05 13F North Dakota State Investment Board 7.894 572
2026-02-13 13F Resources Investment Advisors, LLC. 12.845 -1,74 931 -6,24
2026-02-13 13F Kayne Anderson Rudnick Investment Management Llc 58 7,41 4 0,00
2025-09-26 NP TIEIX - TIAA-CREF Equity Index Fund Institutional Class 208.311 0,00 14.748 2,46
2026-02-02 13F Sachetta, LLC 19 0,00 1 0,00
2026-02-17 13F Tower Research Capital LLC (TRC) 8.449 153,34 612 141,90
2025-09-23 NP Dnp Select Income Fund Inc 1.348.088 -7,89 95.445 -5,62
2025-09-26 NP FPWR - First Trust EIP Carbon Impact ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6.523 10,00 462 12,71
2026-01-22 13F Bartlett & Co. Wealth Management Llc 36 0,00 3 0,00
2026-02-10 13F MainStreet Investment Advisors LLC 7.212 -6,18 523 -10,62
2026-01-21 13F Signature Resources Capital Management, LLC 19 1
2026-02-10 13F Td Asset Management Inc 84.178 -0,13 6.102 -4,76
2025-09-29 NP PUI - Invesco DWA Utilities Momentum ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 29.243 3,07 2.070 5,61
2026-02-03 13F CGC Financial Services, LLC 98 -40,24 7 -41,67
2026-02-12 13F DRW Securities, LLC 0 -100,00 0
2025-11-14 13F Decade Renewable Partners Lp 0 -100,00 0
2026-02-13 13F 1832 Asset Management L.P. 22.287 -4,31 1.616 -8,76
2026-02-17 13F Hilltop Holdings Inc. 8.990 1,60 652 -3,12
2026-02-05 13F New York Life Investment Management Llc 31.729 0,10 2.300 -4,52
2026-02-13 13F American Century Companies Inc 2.879.977 -8,01 208.770 -12,28
2026-02-17 13F Centennial Bank/AR/ 777 0,00 56 -5,08
2026-02-13 13F Royal London Asset Management Ltd 12.753 2,46 924 -2,33
2026-02-17 13F Aventail Capital Group, LP 113.923 -33,49 8.258 -36,58
2025-09-24 NP EIVPX - Parametric Volatility Risk Premium - Defensive Fund Institutional Class 23.050 -2,67 1.632 -0,31
2026-02-03 13F Retirement Planning Group 23.522 2,92 1.705 -1,84
2026-02-18 13F/A Empowered Funds, LLC 6.607 -8,36 479 -12,77
2026-02-13 13F Barclays Plc 916.358 21,70 66.427 16,05
2026-02-13 13F Entropy Technologies, LP 26.535 1.924
2026-01-16 13F Trust Co Of Vermont 1.870 0,00 136 -4,93
2026-02-13 13F Pin Oak Investment Advisors Inc 330 0,00 0 -100,00
2026-02-17 13F Tortoise Capital Advisors, L.l.c. 1.364.928 5,86 98.944 0,95
2025-09-26 NP DSPIX - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 6.369 -9,26 451 -7,22
2025-09-29 NP RSP - Invesco S&P 500 Equal Weight ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.092.962 -1,34 148.182 1,09
2026-01-20 13F Harbor Capital Advisors, Inc. 366 0
2026-01-22 13F Massachusetts Financial Services Co /ma/ 1.993.279 -2,61 144.493 -7,14
2026-02-09 13F Kingsview Wealth Management, LLC 6.458 65,21 468 57,58
2026-02-13 13F Umb Bank N A/mo 18.350 -11,13 1.330 -15,23
2025-11-07 13F Sierra Ocean, Llc 0 -100,00 0 -100,00
2026-02-13 13F First Trust Advisors Lp 1.897.624 -4,10 137.559 -8,55
2026-01-15 13F Trust Co 11.184 57,97 811 50,56
2026-02-09 13F Hartland & Co., LLC 861 55,70 62 47,62
2025-09-29 NP UTSL - Direxion Daily Utilities Bull 3X Shares 3.837 -1,72 272 0,74
2026-01-28 13F Gentry Private Wealth, Llc 6.098 19,73 442 14,21
2026-02-10 13F Brookmont Capital Management 16.857 0,01 1.222 -4,68
2026-02-04 13F Boston Private Wealth Llc 30.563 85,26 2.216 76,63
2026-02-13 13F Advyzon Investment Management, LLC 5.619 10,94 407 5,71
2025-09-25 NP HDUS - Hartford Disciplined US Equity ETF 5.134 -12,34 363 -9,93
2026-01-16 13F Balboa Wealth Partners 5.366 0,02 389 -4,67
2026-01-23 13F Rsm Us Wealth Management Llc 10.636 -0,51 779 -4,19
2026-02-23 13F Beaird Harris Wealth Management, LLC 872 -14,76 63 -18,18
2026-01-08 13F Wealth Enhancement Advisory Services, Llc 42.518 4,02 3.113 -1,98
2025-09-26 NP RMYAX - Multi-Strategy Income Fund Class A 1.712 87,51 121 92,06
2026-02-17 13F Royal Bank Of Canada 259.820 23,69 18.836 17,98
2025-09-25 NP DFUSX - U.s. Large Company Portfolio This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 54.944 -2,58 3.890 -0,18
2025-09-26 NP RAZAX - Multi-Asset Growth Strategy Fund Class A 1.705 0,00 121 2,56
2026-02-17 13F Ancora Advisors, LLC 461 33
2026-01-27 13F Friedenthal Financial 1.194 87
2025-11-14 13F Skopos Labs, Inc. 0 -100,00 0
2026-01-21 13F Aaron Wealth Advisors LLC 6.778 9,32 491 4,25
2026-01-29 13F Teachers Retirement System Of The State Of Kentucky 18.043 0,00 1 0,00
2025-09-26 NP FZROX - Fidelity ZERO Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 107.553 2,35 7.615 4,86
2026-02-17 13F Public Employees Retirement System Of Ohio 74.618 -3,38 5.409 -7,87
2026-02-13 13F Wells Fargo & Company/mn 328.663 -48,05 23.825 -50,47
2026-02-13 13F Inspire Advisors, LLC 40.826 -30,82 2.959 -34,04
2026-02-19 13F CI Private Wealth, LLC 99.355 80,54 4.228 1,08
2026-02-02 13F Cornerstone Planning Group LLC 41 46,43 3 50,00
2026-02-14 13F Rockefeller Capital Management L.P. 11.008 136,07 798 125,42
2025-09-23 NP FISEX - Franklin Equity Income Fund Class A 555.000 6,73 39.294 9,36
2026-02-12 13F Teilinger Capital Ltd. 430.000 -25,86 31.171 -29,31
2026-01-28 13F Salomon & Ludwin, LLC 57 0,00 4 0,00
2026-02-11 13F GW&K Investment Management, LLC 262 0
2025-11-06 13F LexAurum Advisors, LLC 5.087 31,11 387 44,57
2026-02-05 13F ANTIPODES PARTNERS Ltd 949.233 -0,95 68.815 -5,55
2026-01-27 13F Meritage Portfolio Management 4.321 -89,55 313 -90,04
2025-09-24 NP BlackRock ETF Trust - BlackRock Large Cap Value ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11.585 820
2026-02-09 13F Geode Capital Management, Llc 6.447.150 1,67 465.684 -3,03
2026-02-09 13F Cary Street Partners Financial Llc 59.247 -2,99 4.295 -7,50
2025-09-29 NP BMVP - Invesco Dynamic Market ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 29.242 -1,82 2.070 0,58
2026-01-12 13F Moody National Bank Trust Division 8.803 -20,86 638 -24,50
2025-09-26 NP RSPU - Invesco S&P 500 Equal Weight Utilities ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 202.396 -0,38 14.330 2,07
2026-01-21 13F Franklin Street Advisors Inc /nc 93.051 2,77 6.745 -1,99
2026-02-03 13F Farmers & Merchants Investments Inc 40.803 1,61 2.958 -3,11
2026-02-10 13F Natixis Advisors, L.p. 327.499 2,50 24 -4,17
2025-09-24 NP SEEKX - Steward Large Cap Enhanced Index Fund Class A 1.721 0,00 122 2,54
2026-02-11 13F Deseret Mutual Benefit Administrators 548 -13,43 40 -18,75
2026-02-13 13F Marshall Wace, Llp 0 -100,00 0
2026-02-13 13F Verition Fund Management LLC 46.413 -87,02 3.364 -87,62
2026-01-27 13F Elevated Capital Advisors, LLC 80 6
2025-09-26 NP PRF - Invesco FTSE RAFI US 1000 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 81.745 -9,94 5.788 -7,73
2026-02-03 13F Heartland Bank & Trust Co 8.417 -1,66 610 -6,15
2025-09-25 NP IDIVX - Integrity Dividend Harvest Fund , Class A 100.000 25,00 7.080 28,08
2026-02-17 13F Investment Management Corp of Ontario 15.576 43,96 1.129 37,35
2026-01-21 13F Prime Capital Investment Advisors, LLC 8.846 0,05 641 -4,61
2026-02-05 13F Gabelli Funds Llc 1.058.482 -0,90 76.729 -5,50
2026-01-08 13F Sound View Wealth Advisors Group, LLC 0 -100,00 0
2026-02-11 13F CNB Bank 324 -39,78 23 -42,50
2026-02-13 13F Ossiam 0 -100,00 0
2026-02-17 13F Zimmer Partners, LP Put 0 -100,00 0
2026-01-23 13F Avion Wealth 485 -0,21 0
2026-02-05 13F Qsemble Capital Management, LP 105.780 295,42 7.668 277,13
2026-01-12 13F Seacrest Wealth Management, Llc 13.312 -5,98 965 -12,35
2026-02-12 13F Johnson Financial Group, Inc. 33.162 34,36 2.404 28,09
2025-09-26 NP JHML - John Hancock Multifactor Large Cap ETF 11.326 -1,18 802 1,26
2026-02-13 13F Atlas Capital Advisors Llc 300 -76,06 22 -75,58
2026-02-06 13F Sierra Summit Advisors Llc 12.758 2,06 925 -2,74
2026-01-15 13F Uncommon Cents Investing LLC 5.810 -0,51 421 -4,97
2026-02-12 13F Wasatch Advisors Inc 59.389 -4,97 4.305 -9,37
2025-09-29 NP VRAI - Virtus Real Asset Income ETF 2.553 10,62 181 13,21
2026-02-05 13F Canada Post Corp Registered Pension Plan 4.325 39,29 314 34,33
2025-09-25 NP JNBAX - JPMorgan Income Builder Fund Class A 61.537 -4,80 4.357 -2,46
2026-01-29 13F Concurrent Investment Advisors, LLC 12.844 3,70 931 -1,06
2026-02-02 13F Horizon Investments, LLC 28.970 -2,67 2.100 -7,16
2026-02-17 13F Armistice Capital, Llc 3.019 219
2026-02-12 13F Renaissance Technologies Llc 811.202 122,37 58.804 112,04
2025-11-24 13F/A Fulcrum Asset Management LLP Put 0 -100,00 0 -100,00
2026-01-05 13F Garrett Investment Advisors LLC 4.776 -1,12 346 -5,72
2026-02-05 13F Soltis Investment Advisors LLC 67.600 5,04 4.900 0,16
2026-01-29 13F IMC-Chicago, LLC 0 -100,00 0 -100,00
2026-02-09 13F Old Republic International Corp 727.561 -12,98 53 -17,46
2026-02-17 13F Evolve Private Wealth, Llc 9.759 707
2026-01-29 13F Ashton Thomas Private Wealth, LLC 7.217 3,13 523 -1,51
2025-10-30 13F Investment Management Corp /va/ /adv 0 -100,00 0 -100,00
2025-09-25 NP AALGX - Thrivent Global Stock Fund Class A 5.980 -53,42 423 -52,31
2025-09-24 NP PPSFX - LargeCap Value Fund III R-3 4.168 -23,23 295 -21,33
2026-02-04 13F Naples Global Advisors, Llc 5.514 -1,97 400 -6,56
2026-02-11 13F J.w. Cole Advisors, Inc. 21.490 -8,17 1.558 -12,48
2026-02-05 13F Leeward Investments, LLC - MA 156.034 -4,87 11.311 -9,29
2026-02-17 13F Rakuten Investment Management, Inc. 30.282 189,23 2.212 440,83
2025-12-09 13F/A Tudor Investment Corp Et Al Call 0 -100,00 0 -100,00
2026-02-12 13F New York State Common Retirement Fund 399.850 0,00 28.985 -4,64
2026-02-09 13F CBIZ Investment Advisory Services, LLC 83 0,00 6 0,00
2026-02-12 13F Mark Sheptoff Financial Planning, Llc 269 0,00 20 -5,00
2026-01-16 13F West Branch Capital LLC 4 0,00 0
2026-01-30 13F Bogart Wealth, LLC 339 0,89 25 -4,00
2026-02-12 13F Moneta Group Investment Advisors Llc 45.488 -3,16 3.297 -7,65
2026-02-10 13F Rothschild Investment Llc 877 9,08 64 3,28
2025-09-22 NP GRASX - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares 54.101 54,44 3.830 58,26
2026-01-26 13F Duff & Phelps Investment Management Co 1.715.935 -5,69 124.388 -10,07
2026-01-13 13F Olistico Wealth, LLC 41 3
2026-02-12 13F IFM Investors Pty Ltd 49.307 1,09 4 -99,92
2025-09-26 NP TISPX - TIAA-CREF S&P 500 Index Fund Institutional Class 51.803 9,49 3.668 12,17
2026-02-10 13F United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 9.800 710
2026-01-21 13F Kentucky Trust Co 4.581 -0,11 332 -4,60
2026-01-26 13F Asset Dedication, LLC 132 16,81 10 12,50
2026-02-11 13F Group One Trading, L.p. Call 16.400 27,13 1.189 21,22
2026-02-11 13F IMA Wealth, Inc. 553 -44,70 40 -47,37
2026-02-11 13F J.Safra Asset Management Corp 50 0,00 4 0,00
2026-02-17 13F Point72 Asset Management, L.P. 1.826.964 132.437
2026-02-13 13F Storgate, LLC 5.737 416
2025-11-14 13F Beacon Pointe Advisors, LLC 0 -100,00 0 -100,00
2025-11-14 13F Wolverine Trading, Llc Call 11.900 80,30 893 98,44
2026-01-14 13F WESPAC Advisors, LLC 3.749 -72,44 272 -73,77
2026-02-17 13F Alpine Woods Capital Investors, Llc 66.729 15,93 4.837 10,56
2026-01-30 13F New York State Teachers Retirement System 191.506 -1,14 14 -7,14
2026-02-13 13F Brown Advisory Inc 3.334 10,40 242 5,24
2026-01-09 13F Park Place Capital Corp 64 -13,51 5 -20,00
2025-09-26 NP FNSTX - Fidelity Infrastructure Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 16.800 95,35 1.189 100,17
2026-02-04 13F Independent Advisor Alliance 4.688 1,56 340 -3,14
2025-09-26 NP TILVX - TIAA-CREF Large-Cap Value Index Fund Institutional Class 89.094 -5,95 6.308 -3,64
2026-02-13 13F Ausdal Financial Partners, Inc. 0 -100,00 0
2025-09-23 NP MXCCX - Federated Max-Cap Index Fund Class C Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.001 -0,99 71 1,45
2026-01-22 13F HHM Wealth Advisors, LLC 2.074 0,00 150 -4,46
2026-01-22 13F Apollon Wealth Management, LLC 3.877 2,65 281 -2,09
2026-02-11 13F Nemes Rush Group LLC 7 -76,67 1 -100,00
2025-10-22 13F Gries Financial Llc 3.423 -1,75 260 8,33
2026-02-17 13F Pinnacle Financial Partners, Inc. 9.822 712
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IT:1EVRG 72,14 €
US:EVRG 81,54 $
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