UNK - United Bankshares, Inc. Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (DB)

United Bankshares, Inc.
DE ˙ DB ˙ US9099071071
35,00 € ↓ -0,40 (-1,13%)
2026-03-06
DEL PRIS
Grundlæggende statistik
Institutionelle ejere 497 total, 496 long only, 1 short only, 0 long/short - change of -32,10% MRQ
Del pris 35,00
Gennemsnitlig porteføljeallokering 0.0972 % - change of -29,07% MRQ
Deler fremragende shares (source: Capital IQ)
Institutionelle aktier (lange) 107.277.545 - 77,13% (ex 13D/G) - change of -20,13MM shares -15,80% MRQ
Institutionel værdi (lang) $ 4.031.052 USD ($1000)
Institutionelt ejerskab og aktionærer

United Bankshares, Inc. (DE:UNK) har 497 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 107,284,391 aktier. Største aktionærer omfatter BlackRock, Inc., Vanguard Group Inc, State Street Corp, Dimensional Fund Advisors Lp, Earnest Partners Llc, Geode Capital Management, Llc, Victory Capital Management Inc, DVY - iShares Select Dividend ETF, DFSVX - U.s. Small Cap Value Portfolio - Institutional Class, and Silvercrest Asset Management Group Llc .

United Bankshares, Inc. (DB:UNK) 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 6, 2026 is 35,00 / share. Previously, on March 10, 2025, the share price was 32,20 / share. This represents an increase of 8,70% over that period.

DE:UNK / United Bankshares, 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
(%)
2026-02-02 13F Millstone Evans Group, LLC 13.328 0,00 512 3,23
2026-02-12 13F Rossby Financial, LCC 38 1
2025-10-24 13F Hemington Wealth Management 232 12,08 0
2026-02-10 13F Sivia Capital Partners, LLC 6.044 232
2026-02-11 13F Vise Technologies, Inc. 8.093 38,72 311 42,86
2025-09-25 NP TAAAX - Thrivent Aggressive Allocation Fund Class A 1.210 -27,50 43 -26,32
2026-02-17 13F Wealth Watch Advisors, INC 200 0,00 8 0,00
2026-02-10 13F Bank of New York Mellon Corp 1.351.608 -2,53 51.902 0,59
2026-02-11 13F Brandywine Global Investment Management, LLC 117.542 -3,61 4.514 -0,53
2026-02-05 13F HFM Investment Advisors, LLC 9 0,00 0
2026-01-15 13F Fortitude Family Office, LLC 46 17,95 2 0,00
2026-02-09 13F Smithfield Trust Co 3.520 0
2025-09-22 NP IIVAX - Transamerica Small/Mid Cap Value A 31.900 0,00 1.133 3,66
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2025-11-14 13F Aigen Investment Management, Lp 0 -100,00 0
2026-02-17 13F United Capital Financial Advisers, Llc 22.532 1,93 865 5,23
2026-02-12 13F Principal Securities, Inc. 0 -100,00 0
2026-02-10 13F Anchor Capital Advisors Llc 53.268 9,82 2.045 13,36
2026-02-13 13F Dynamic Technology Lab Private Ltd 0 -100,00 0
2026-01-28 13F Universal- Beteiligungs- und Servicegesellschaft mbH 9.621 35,58 369 39,77
2026-02-11 13F Jpmorgan Chase & Co 483.081 -38,25 18.550 -36,27
2025-09-26 NP AVFIX - American Beacon Small Cap Value Fund Institutional Class 81.460 -2,98 2.893 0,52
2026-02-12 13F Wealthspire Advisors, LLC 9.082 12,23 349 15,95
2026-02-06 13F Commonwealth Financial Services, LLC 39.529 6,12 1.518 9,53
2026-01-27 13F Forum Financial Management, LP 5.557 0,00 213 3,40
2026-01-30 13F Mitsubishi UFJ Trust & Banking Corp 6.773 150,94 260 160,00
2026-02-18 13F GWM Advisors LLC 0 -100,00 0
2026-01-26 13F Cwm, Llc 17.591 119,81 1
2026-02-23 13F Mv Capital Management, Inc. 343 0,00 13 8,33
2026-02-13 13F Public Employees Retirement Association Of Colorado 13.507 0,00 1
2026-01-28 13F HB Wealth Management, LLC 6.647 255
2026-01-23 13F Assetmark, Inc 235 -5,62 9 0,00
2026-02-17 13F Two Sigma Investments, Lp 0 -100,00 0
2026-02-13 13F Verition Fund Management LLC 271.648 -47,86 10.431 -46,19
2026-02-18 13F EP Wealth Advisors, Inc. 85.363 2,05 3.278 7,55
2025-09-26 NP BKPIX - Banks Ultrasector Profund Investor Class 1.810 -15,02 64 -12,33
2026-01-29 13F IMC-Chicago, LLC Call 14.100 541
2025-09-24 NP SFSNX - Schwab Fundamental US Small Company Index Fund Institutional Shares 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 79.799 -7,93 2.834 -4,61
2026-02-10 13F Intech Investment Management Llc 58.687 0,00 2.254 3,21
2026-02-12 13F Cibc World Markets Corp 9.258 -46,95 356 -44,09
2026-02-11 13F Simplex Trading, Llc Call 0 -100,00 0
2026-01-23 13F Brown Miller Wealth Management, LLC 12.650 1,00 486 4,08
2026-01-26 13F Main Street Group, LTD 23.870 0,00 917 3,15
2026-02-12 13F Colonial Trust Advisors 100 4
2026-02-17 13F Weiss Asset Management LP 58.898 2.262
2026-01-30 13F Torren Management, LLC 35 1
2026-02-17 13F Amundi 16.363 628
2026-01-06 13F Canal Capital Management, LLC 0 -100,00 0 -100,00
2026-01-23 13F Avion Wealth 15 0,00 0
2025-09-25 NP DCOR - Dimensional US Core Equity 1 ETF 12.724 0,00 452 3,44
2026-02-11 13F Manchester Capital Management LLC 453 17
2026-01-29 13F Klingman & Associates, LLC 30.692 0,14 1.179 3,33
2026-02-13 13F Clarity Asset Management, Inc. 846 0,95 32 3,23
2026-02-02 13F Principal Financial Group Inc 303.443 -4,73 11.652 -1,69
2026-01-28 13F Milestone Asset Management, Llc 5.353 206
2026-02-02 13F Strs Ohio 26.400 0,00 1.014 3,16
2026-01-12 13F Salem Investment Counselors Inc 0 -100,00 0
2026-02-10 13F Jupiter Asset Management Ltd 0 -100,00 0 -100,00
2026-02-13 13F Umb Bank N A/mo 1.672 -0,83 64 3,23
2025-09-26 NP BIVIX - Invenomic Fund Institutional Class shares 0 -100,00 0 -100,00
2026-01-29 13F Kestra Private Wealth Services, Llc 27.609 1,09 1.060 4,33
2025-09-26 NP TISEX - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 425.623 -0,96 15.118 2,60
2026-01-29 13F Quent Capital, LLC 108 71,43 4 100,00
2026-02-12 13F DRW Securities, LLC 14.580 560
2026-01-29 13F Northern Oak Wealth Management Inc 96.344 3.700
2026-02-17 13F Mercer Global Advisors Inc /adv 14.410 60,38 553 65,57
2026-02-13 13F Citigroup Inc 101.820 0,66 3.910 3,88
2026-02-04 13F Naples Global Advisors, Llc 0 -100,00 0
2026-02-17 13F Engineers Gate Manager LP 7.248 278
2026-02-17 13F Kemnay Advisory Services Inc. 413 16
2026-02-12 13F Fuller & Thaler Asset Management, Inc. 1.375.746 -8,39 52.829 -5,46
2026-02-17 13F Trexquant Investment LP 33.120 1.272
2026-02-17 13F Guggenheim Capital Llc 91.017 3,91 3.495 7,24
2026-02-13 13F Kestra Advisory Services, LLC 0 -100,00 0
2026-02-09 13F Key FInancial Inc 1.830 0,00 70 4,48
2026-02-10 13F Bnp Paribas Arbitrage, Sa 56.105 48,23 2.154 52,98
2026-01-21 13F First United Bank Trust/ 252 0,00 10 0,00
2026-02-17 13F Captrust Financial Advisors 75.050 3,05 2.882 6,31
2026-02-13 13F MAI Capital Management 2.160 -3,79 83 -1,20
2026-02-17 13F Silvercrest Asset Management Group Llc 1.852.582 -10,63 71.139 -7,77
2026-01-13 13F Mather Group, Llc. 0 -100,00 0
2026-02-12 13F BlackRock, Inc. 20.080.079 -1,09 771.075 2,08
2026-02-17 13F Gallagher Fiduciary Advisors, LLC 17.338 7,66 666 11,02
2025-09-24 NP FNX - First Trust Mid Cap Core 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 67.606 -3,07 2.401 0,42
2026-02-13 13F United Bank 713.288 0,22 27.390 3,42
2026-01-26 13F AE Wealth Management LLC 5.348 205
2026-02-17 13F Susquehanna International Group, Llp 69.678 -1,92 2.676 1,21
2026-01-20 13F Signaturefd, Llc 1.059 5,90 41 8,11
2026-02-11 13F Buckingham Strategic Partners 0 -100,00 0
2026-02-13 13F JustInvest LLC 21.404 2,93 822 6,21
2026-02-17 13F Susquehanna International Group, Llp Call 47.700 -34,21 1.832 -32,11
2026-02-09 13F Atlantic Trust, LLC 217 294,55 8 300,00
2026-02-12 13F Brown Brothers Harriman & Co 7.316 0,00 281 2,94
2026-02-13 13F Rhumbline Advisers 430.467 -9,39 16.530 -6,49
2026-02-17 13F Janus Henderson Group Plc 61.534 0,00 2.363 3,19
2026-02-18 13F Papamarkou Wellner Asset Management inc. 23.198 0,00 891 3,13
2026-02-11 13F LPL Financial LLC 77.694 1,90 2.983 5,15
2026-02-12 13F Ensign Peak Advisors, Inc 12.397 -43,81 476 -41,95
2026-02-11 13F Inceptionr Llc 0 -100,00 0
2025-09-29 NP CAMSX - Cambiar Small Cap Fund Investor Class Shares 47.395 0,00 1.683 3,57
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 6.944 38,71 247 43,86
2025-09-26 NP REBYX - U.S. Small Cap Equity Fund Class Y 0 -100,00 0 -100,00
2026-01-16 13F Louisiana State Employees Retirement System 38.800 -1,27 1.490 1,85
2026-02-13 13F Wells Fargo & Company/mn 533.027 9,07 20.468 12,55
2025-09-24 NP CDAZX - Multi-Manager Directional Alternative Strategies Fund Institutional Class Short -6.846 5,96 -243 9,95
2026-02-10 13F Moors & Cabot, Inc. 13.185 -42,04 506 -40,19
2026-02-12 13F Jane Street Group, Llc Call 37.500 190,70 1.440 200,00
2026-02-12 13F Jane Street Group, Llc 62.334 -71,80 2.394 -70,90
2026-01-16 13F DiNuzzo Private Wealth, Inc. 25 0,00 1
2025-09-29 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 16.103 7,17 572 10,87
2026-01-05 13F Burkett Financial Services, Llc 405 1,00 16 7,14
2026-02-17 13F Ameriprise Financial Inc 419.987 -19,03 16.137 -16,43
2026-01-29 13F D.a. Davidson & Co. 6.782 0,00 260 3,17
2026-02-11 13F Parallel Advisors, LLC 246 8,85 9 12,50
2026-02-02 13F Danske Bank A/s 3.600 500,00 138 527,27
2025-09-29 NP DPST - Direxion Daily Regional Banks Bull 3X Shares 113.993 40,87 4.049 45,96
2026-02-02 13F Oppenheimer Asset Management Inc. 115.891 -1,60 4.450 1,55
2026-02-09 13F Systematic Financial Management Lp 435.530 0,23 16.724 3,44
2026-02-12 13F State Board Of Administration Of Florida Retirement System 54.709 0,00 2.101 3,19
2025-10-01 13F Caldwell Trust Co 0 -100,00 0 -100,00
2026-01-08 13F Versant Capital Management, Inc 324 6,23 12 9,09
2026-02-09 13F Emerald Mutual Fund Advisers Trust 13.818 -31,28 531 -29,14
2026-01-30 13F Bogart Wealth, LLC 763 0,00 29 3,57
2026-02-12 13F MetLife Investment Management, LLC 143.220 -6,56 5.500 -3,58
2026-02-13 13F Morgan Stanley 1.403.141 10,85 53.881 14,40
2026-02-13 13F Great West Life Assurance Co /can/ 86.507 -15,10 3 0,00
2026-02-05 13F Thrivent Financial For Lutherans 38.500 -2,34 1 0,00
2026-02-12 13F Renaissance Technologies Llc 36.403 -88,73 1.398 -88,38
2026-02-05 13F Dana Investment Advisors, Inc. 75.251 -0,13 2.890 3,07
2026-02-09 13F Huntington National Bank 4.249 -81,96 163 -81,39
2026-02-18 13F State of Tennessee, Treasury Department 59.404 15,46 2.515 31,35
2026-02-10 13F Norges Bank 1.780.352 68.366
2025-09-29 NP SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 23.758 -1,32 844 2,18
2026-01-05 13F Holos Integrated Wealth LLC 58 0,00 2 0,00
2026-01-12 13F DAVENPORT & Co LLC 14.478 0,05 556 3,16
2026-01-13 13F Capital Investment Advisors, LLC 15.195 -13,52 583 -10,72
2026-02-02 13F CENTRAL TRUST Co 139 0,00 5 0,00
2026-02-06 13F Larson Financial Group LLC 14 75,00 1
2025-09-25 NP DFVEX - U.s. Vector Equity 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 61.684 0,00 2.191 3,59
2026-02-17 13F Bridgeway Capital Management Inc 55.646 14,39 2.137 18,01
2026-01-30 13F/A M&t Bank Corp 6.715 258
2025-09-25 NP DXUV - Dimensional US Vector Equity ETF 2.134 0,00 76 2,74
2025-11-14 13F Mubadala Investment Co PJSC 0 -100,00 0 -100,00
2025-09-25 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 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 61.785 0,00 2.195 3,59
2026-02-17 13F Magnetar Financial LLC 0 -100,00 0
2026-02-13 13F Basswood Capital Management, L.l.c. 233.034 0,00 8.949 3,19
2026-02-09 13F Prospera Financial Services Inc 10.832 -43,38 416 -41,63
2025-11-21 13F/A CIBC Bancorp USA Inc. 15.099 562
2025-09-29 NP RSSL - Global X Russell 2000 ETF 72.504 -9,69 2.575 -6,47
2026-02-12 13F Elo Mutual Pension Insurance Co 60.823 5,24 2.336 8,60
2025-10-28 13F BRYN MAWR TRUST Co 71 0,00 3 0,00
2026-01-08 13F Wealth Enhancement Advisory Services, Llc 40.957 18,18 1.612 25,35
2026-01-30 13F New York State Teachers Retirement System 140.581 5,62 5 25,00
2025-09-24 NP FNK - First Trust Mid 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 15.341 -8,21 545 -5,06
2025-09-26 NP FSSNX - Fidelity Small 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 1.426.491 6,35 50.669 10,16
2026-02-02 13F Truist Financial Corp 21.837 -1,77 839 1,33
2026-01-28 13F Arizona State Retirement System 39.480 -6,06 1.516 -3,01
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 47.188 0,00 1.676 3,58
2026-02-06 13F Profund Advisors Llc 8.639 -0,52 332 2,48
2026-02-03 13F Cassaday & Co Wealth Management LLC 5.946 0,00 228 3,17
2026-01-28 13F Salomon & Ludwin, LLC 6.020 0,00 235 5,38
2025-10-30 13F Twin Peaks Wealth Advisors, LLC 0 -100,00 0
2026-02-10 13F New Mexico Educational Retirement Board 27.400 0,00 1 0,00
2026-02-13 13F Police & Firemen's Retirement System of New Jersey 38.525 -4,18 1.479 -1,07
2026-02-10 13F/A Northwestern Mutual Wealth Management Co 8.112 0,00 312 3,32
2026-02-05 13F Bessemer Group Inc 421 0,00 0
2026-02-18 13F Mackenzie Financial Corp 8.873 -3,19 343 0,29
2025-09-26 NP MLPIX - Mid-cap Value Profund Investor Class 208 -29,25 7 -30,00
2026-01-28 13F Ruffer LLP 81.408 3.131
2026-01-08 13F True Wealth Design, LLC 26 85,71 1
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 418.194 0,00 14.854 3,59
2026-02-13 13F Ubs Asset Management Americas Inc 287.982 -1,85 11.059 1,29
2026-02-17 13F Alliancebernstein L.p. 286.544 -0,53 11.003 2,66
2026-02-17 13F Royal Bank Of Canada 99.855 82,55 3.835 88,36
2025-09-26 NP GRPM - Invesco S&P MidCap 400 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 200.774 1.108,75 7.131 1.184,86
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 5.849 1,56 208 5,08
2026-02-13 13F Charles Schwab Investment Management Inc 1.678.119 -1,78 64.440 1,36
2026-01-29 13F Pictet Asset Management Holding SA 20.094 7,17 772 10,62
2025-11-06 13F Ameritas Advisory Services, LLC 0 -100,00 0 -100,00
2026-01-22 13F City Holding Co 9.258 -13,95 355 -11,25
2026-02-09 13F Hantz Financial Services, Inc. 2.172 -14,92 0
2025-09-26 NP XMVM - Invesco S&P MidCap Value with 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 83.995 7,60 2.984 11,47
2026-01-07 13F CWA Asset Management Group, LLC 12.619 -0,38 485 2,76
2026-01-21 13F Yousif Capital Management, Llc 43.260 -2,57 1.750 5,93
2026-02-09 13F Hartland & Co., LLC 458 113,02 18 112,50
2025-10-31 13F Y-Intercept (Hong Kong) Ltd 0 -100,00 0
2026-02-17 13F Man Group plc 12.640 485
2026-02-13 13F Goldstone Financial Group, LLC 12.954 8,90 497 12,44
2026-02-04 13F Oregon Public Employees Retirement Fund 28.012 -1,41 1.076 1,70
2026-01-27 13F Northstar Asset Management Llc 0 -100,00 0
2026-02-04 13F LRI Investments, LLC 186 0,00 7 16,67
2026-01-30 13F Us Bancorp \de\ 18.575 -4,53 713 -1,38
2026-02-09 13F Legal & General Group Plc 212.239 -8,10 8.150 -5,17
2026-02-05 13F Allworth Financial LP 274 -74,89 11 -75,00
2025-11-14 13F Teza Capital Management LLC 0 -100,00 0 -100,00
2026-02-17 13F Alpine Global Management, LLC Put 0 -100,00 0
2026-02-10 13F Edgemoor Investment Advisors, Inc. 0 -100,00 0
2026-01-29 13F Dunhill Financial, LLC 3 0
2026-02-12 13F California Public Employees Retirement System 270.754 6,37 10.397 9,77
2026-02-18 13F Vident Advisory, LLC 0 -100,00 0
2026-01-12 13F Rialto Wealth Management, LLC 15 25,00 1
2026-02-06 13F EverSource Wealth Advisors, LLC 1.492 24,33 57 29,55
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 2.880 -2,77 102 0,99
2025-09-17 NP GMXAX - Nationwide Mid Cap Market Index Fund Class A 25.417 2,56 903 6,24
2025-09-26 NP BKSE - BNY Mellon US Small Cap Core Equity ETF 4.507 -29,66 160 -26,94
2026-02-13 13F Neuberger Berman Group LLC 7.940 305
2025-11-07 13F Shell Asset Management Co 792 -63,70 0
2026-02-13 13F AlTi Global, Inc. 11.355 -0,18 440 4,02
2026-02-19 13F CI Private Wealth, LLC 7.730 -7,25 297 -4,52
2025-09-25 NP DFAU - Dimensional US Core Equity Market ETF 25.682 0,00 912 3,64
2026-02-11 13F Marathon Strategic Advisors, LLC 5.565 214
2026-02-17 13F Beacon Investment Advisors Llc 5.716 0,74 220 3,79
2026-02-17 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 170.538 4,63 6.549 7,98
2025-09-26 NP PDAVX - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 0 -100,00 0 -100,00
2026-02-05 13F Gamco Investors, Inc. Et Al 11.000 0,00 422 3,18
2025-09-24 NP MPSIX - MidCap S&P 400 Index Fund Institutional Class 56.615 -4,74 2.011 -1,33
2025-11-12 13F NewSquare Capital LLC 0 -100,00 0
2025-11-14 13F Texas Permanent School Fund 0 -100,00 0 -100,00
2025-09-26 NP USMIX - Extended Market Index Fund 16.516 -1,99 587 1,56
2026-01-26 13F Private Trust Co Na 857 0,00 33 3,23
2026-03-06 13F Hsbc Holdings Plc 18.075 696
2025-09-26 NP EPSV - Harbor SMID Cap Value ETF 2.002 71
2026-02-04 13F Securian Asset Management, Inc 10.209 -3,53 392 -0,25
2026-01-26 13F Foster Victor Wealth Advisors, LLC 24.959 0,00 1.029 10,78
2026-02-17 13F Voloridge Investment Management, Llc 240.516 179,01 9.236 187,96
2025-09-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 52 372,73 2
2025-09-24 NP PJARX - SmallCap Value Fund II R-3 7.877 -23,27 280 -20,74
2026-02-13 13F Rafferty Asset Management, LLC 102.821 -22,83 3.948 -20,36
2025-09-29 NP PAMC - Pacer Lunt MidCap Multi-Factor Alternator ETF 7.122 -5,17 253 -1,95
2025-09-25 NP TCAAX - Thrivent Moderately Conservative Allocation Fund Class A 111 -62,63 4 -70,00
2025-09-29 NP PTMC - Pacer Trendpilot US Mid Cap ETF 20.144 -0,66 716 -8,33
2026-02-12 13F Xponance, Inc. 17.064 -14,81 655 -12,08
2026-02-17 13F Bank Of America Corp /de/ 1.354.058 -0,97 51.996 2,20
2025-09-24 NP FNCL - Fidelity MSCI Financials 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 39.350 7,77 1.398 11,67
2026-02-12 13F Cloud Capital Management, LLC 0 -100,00 0
2026-01-29 13F UMA Financial Services, Inc. 28 100,00 1
2026-02-14 13F Rockefeller Capital Management L.P. 17.657 8,07 678 11,70
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 39.612 -6,29 1.407 -2,90
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-02-04 13F Dogwood Wealth Management LLC 2 0,00 0
2026-01-07 13F Hilltop National Bank 3.192 -11,31 123 -8,27
2026-02-17 13F Public Employees Retirement System Of Ohio 5.140 -66,59 197 -65,56
2026-01-15 13F Nisa Investment Advisors, Llc 2.465 -48,18 96 -46,07
2026-02-17 13F Creative Planning 57.635 6,23 2.213 9,66
2026-02-10 13F Dover Advisors, Llc 47.027 -32,91 1.825 -30,71
2026-03-04 13F SHP Wealth Management 1.939 74
2026-02-13 13F BNP Paribas Asset Management Holding S.A. 922.918 36,19 35 40,00
2025-10-16 13F Gleason Group, Inc. 0 -100,00 0 -100,00
2025-09-25 NP DFFVX - U.S. Targeted Value 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 994.350 0,00 35.319 3,59
2026-01-28 13F Teacher Retirement System Of Texas 0 -100,00 0
2026-01-14 13F Wealthcare Advisory Partners LLC 57.832 -2,14 2.221 1,00
2026-01-29 13F Concurrent Investment Advisors, LLC 7.014 269
2026-02-04 13F Atlantic Union Bankshares Corp 28.248 -0,20 1.085 2,94
2026-02-17 13F Cape Investment Advisory, Inc. 3.010 116
2026-02-17 13F Balyasny Asset Management Llc 15.461 1,09 594 4,22
2026-02-13 13F Kilter Group LLC 67 36,73 3 100,00
2026-01-14 13F Waldron Private Wealth LLC 72.399 -6,39 2.794 -3,42
2026-02-05 13F Teton Advisors, LLC 7.000 0,00 269 3,08
2026-02-10 13F Daiwa Securities Group Inc. 11.678 -9,28 0
2025-09-26 NP HASCX - Harbor Small Cap Value Fund Institutional Class 1.102.802 5,83 39.172 9,63
2026-01-09 13F Graves-Light Private Wealth Management, Inc. 6.257 0,00 240 3,45
2025-09-24 NP IYG - iShares U.S. Financial Services 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 38.752 0,25 1.376 3,85
2025-09-24 NP BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund 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 21.791 23,33 774 27,93
2026-01-23 13F State of Alaska, Department of Revenue 20.077 -5,94 1
2025-09-26 NP FLXSX - Fidelity Flex Small 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 0 -100,00 0 -100,00
2026-02-11 13F Meeder Asset Management Inc 45.659 11.229,78 1.753 12.421,43
2026-02-10 13F Goldman Sachs Group Inc 1.177.051 75,14 45.199 80,74
2026-02-05 13F Lynx Investment Advisory 10.178 -0,63 391 2,36
2026-02-13 13F Cornerstone Financial Management LLC 35 1
2025-11-07 13F Ontario Teachers Pension Plan Board 0 -100,00 0 -100,00
2026-02-09 13F Geode Capital Management, Llc 3.802.338 5,08 146.030 8,45
2026-02-13 13F Natixis 11.100 426
2026-02-11 13F Franklin Resources Inc 84.765 224,80 3.255 235,12
2026-01-28 13F Old National Bancorp /in/ 127.461 4.895
2026-02-11 13F O'shaughnessy Asset Management, Llc 19.360 -3,61 743 -0,54
2026-01-30 13F Strategic Blueprint, LLC 0 -100,00 0
2026-02-13 13F Arrowstreet Capital, Limited Partnership 230.763 24,02 8.861 27,99
2026-02-17 13F Tower Research Capital LLC (TRC) 4.665 -47,15 179 -45,43
2026-02-12 13F Tripletail Wealth Management, LLC 200 0,00 8 0,00
2026-02-12 13F Commonwealth Equity Services, Llc 37.096 63,43 1.424
2026-01-30 13F State of New Jersey Common Pension Fund D 60.997 5,85 2.342 9,24
2026-02-13 13F Manufacturers Life Insurance Company, The 0 -100,00 0
2026-01-22 13F Evermay Wealth Management Llc 4.159 0,00 161 3,21
2026-02-26 13F Anchor Investment Management, LLC 542 0,00 21 0,00
2025-09-26 NP TIEIX - TIAA-CREF Equity Index Fund Institutional Class 135.795 0,00 4.823 3,59
2026-02-17 13F Aqr Capital Management Llc 1.625.205 74,71 62.408 80,29
2026-02-13 13F First Trust Advisors Lp 531.249 1,93 20.400 5,19
2026-02-12 13F Alps Advisors Inc 12.313 1,11 473 4,19
2025-09-25 NP DFSU - Dimensional US Sustainability Core 1 ETF 5.146 0,00 183 3,41
2026-02-13 13F Victory Capital Management Inc 3.299.388 -8,97 126.696 -6,06
2025-09-26 NP PESPX - BNY Mellon Midcap Index Fund, Inc. Investor Shares 66.861 -3,39 2.375 0,04
2026-01-12 13F Heartwood Wealth Advisors LLC 0 -100,00 0
2026-02-05 13F Cambridge Investment Research Advisors, Inc. 40.747 151,73 2
2026-01-16 13F Hopwood Financial Services, Inc. 0 -100,00 0
2026-02-13 13F Maltese Capital Management Llc 142.500 39,02 5.472 43,47
2025-10-30 13F Investment Management Corp /va/ /adv 0 -100,00 0 -100,00
2026-02-17 13F Aquatic Capital Management LLC 15.510 -26,34 596 -24,01
2025-09-25 NP JPSE - JPMorgan Diversified Return U.S. Small Cap Equity ETF 39.204 8,35 1.393 12,26
2025-09-25 NP THMAX - Thrivent Moderate Allocation Fund Class A 779 -58,32 28 -57,81
2025-09-25 NP ISCB - iShares Morningstar Small-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 6.459 -7,38 229 -4,18
2025-09-29 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 629 8,26 22 15,79
2026-02-05 13F Atria Investments Llc 40.085 -0,32 1.539 2,87
2026-02-11 13F Empowered Funds, LLC 4.934 189
2026-02-06 13F HighTower Advisors, LLC 22.453 -12,61 862 -9,83
2026-02-10 13F Natixis Advisors, L.p. 21.449 -7,44 1
2026-02-03 13F SBI Securities Co., Ltd. 681 0,29 26 4,00
2026-02-02 13F Mutual Advisors, LLC 7.045 0,00 271 9,31
2026-02-13 13F Quarry LP 0 -100,00 0
2026-02-03 13F Connable Office Inc 16.441 0,00 631 3,27
2025-11-14 13F Wolverine Trading, Llc Put 0 -100,00 0 -100,00
2025-09-26 NP SLPIX - Small-cap Profund Investor Class 127 -1,55 5 0,00
2026-02-10 13F Connor, Clark & Lunn Investment Management Ltd. 11.634 447
2026-02-11 13F Picton Mahoney Asset Management 31.353 101.038,71 1.204
2025-09-24 NP TRDFX - Steward Small-Mid Cap Enhanced Index Fund Class A 6.379 0,00 227 3,67
2026-02-09 13F Quest Partners LLC 3.299 8,95 127 12,50
2026-02-10 13F Mutual Of America Capital Management Llc 58.301 -10,67 2.239 -7,83
2026-02-17 13F Point72 Asset Management, L.P. 19.798 760
2025-09-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 183.741 9,34 6.526 13,26
2026-01-30 13F Keybank National Association/oh 19.006 9,56 730 13,02
2026-02-13 13F SRS Capital Advisors, Inc. 96 -98,66 4 -98,87
2026-02-17 13F Optiver Holding B.V. 227 -54,05 9 -55,56
2026-02-10 13F Rothschild Investment Llc 1.236 47,49 47 51,61
2026-01-30 13F Activest Wealth Management 59 0,00 2 0,00
2026-02-06 13F ProShare Advisors LLC 1.111.456 -2,58 42.680 0,54
2026-02-05 13F Northwestern Mutual Investment Management Company, Llc 31.343 -0,49 1.204 2,65
2026-02-17 13F Pinnacle Financial Partners, Inc. 37.057 1.423
2025-09-25 NP Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value 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 50.669 4,76 1.800 8,50
2025-09-25 NP HSSAX - Emerald Banking and Finance Fund Class A 20.108 0,00 714 3,63
2026-02-13 13F Jacobs Levy Equity Management, Inc 0 -100,00 0
2026-02-11 13F Deutsche Bank Ag\ 114.010 4,36 4.378 7,68
2026-02-10 13F Axq Capital, Lp 14.392 553
2026-02-11 13F Strategic Wealth Designers 0 -100,00 0
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 66.283 1,79 2.354 5,47
2026-02-13 13F State Street Corp 7.949.226 -3,29 308.278 -0,18
2026-01-07 13F Harbor Investment Advisory, Llc 270 0,00 10 0,00
2026-02-11 13F Los Angeles Capital Management Llc 1.385 -87,19 50 -87,81
2026-01-23 13F Private Wealth Management Group, LLC 241 0,00 9 12,50
2026-02-04 13F Swiss Life Asset Management Ltd 6.441 0,00 247 3,35
2026-02-10 13F Envestnet Asset Management Inc 209.181 -16,71 8.033 -14,04
2026-02-03 13F Tranquility Partners, LLC 18.816 0,00 723 3,14
2026-02-24 13F DGS Capital Management, LLC 6.355 244
2026-01-05 13F Miller Global Investments, LLC 51 2
2026-02-12 13F Triumph Capital Management 102 0,00 4 0,00
2025-11-13 13F Jefferies Financial Group Inc. 0 -100,00 0
2026-01-20 13F Harbor Capital Advisors, Inc. 488 -1,61 0
2026-01-20 13F Toth Financial Advisory Corp 11.738 0,00 451 3,21
2026-02-09 13F Kingsview Wealth Management, LLC 25.067 -0,83 963 2,34
2026-02-12 13F Hollencrest Capital Management 121 0,00 5 0,00
2025-09-25 NP AALGX - Thrivent Global Stock Fund Class A 699 -62,22 25 -61,90
2025-09-25 NP DFUS - Dimensional U.S. Equity ETF 36.216 0,00 1.286 3,63
2026-01-08 13F Regent Peak Wealth Advisors LLC 47.182 -6,91 1.812 -3,93
2025-11-14 13F Wolverine Trading, Llc Call 9.400 350
2026-01-27 13F Bayforest Capital Ltd 6.000 230
2026-01-29 13F High Point Wealth Management, LLC 8.218 316
2025-09-25 NP BBMC - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 66.067 -2,82 2.347 0,64
2026-02-05 13F Staley Capital Advisers Inc 56.541 0,00 2.171 3,23
2026-02-11 13F Janney Capital Management LLC 10.207 0,00 0
2026-02-10 13F BW Gestao de Investimentos Ltda. 40.000 1.536
2026-02-04 13F Virginia Retirement Systems Et Al 16.500 51,38 634 56,30
2026-02-06 13F Creative Financial Designs Inc /adv 0 -100,00 0
2026-02-06 13F Global Retirement Partners, LLC 178 -93,12 7 -93,75
2026-02-09 13F Harbour Investments, Inc. 280 0,00 11 0,00
2026-02-13 13F Caitong International Asset Management Co., Ltd 0 -100,00 0
2025-09-25 NP VT - Vanguard Total World Stock 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 101.028 14,69 3.589 18,81
2025-09-24 NP SWSSX - Schwab Small-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 360.249 9,54 12.796 13,47
2025-11-06 13F Versor Investments LP 0 -100,00 0
2026-02-12 13F CIBC Private Wealth Group, LLC 302 12
2026-02-09 13F Keating Financial Advisory Services, Inc. 92 4
2025-09-23 NP GSATX - Goldman Sachs Small Cap Value Insights Fund Class A 26.540 12,19 943 16,15
2026-01-08 13F NorthCrest Asset Manangement, LLC 9.820 7,70 383 13,31
2025-09-25 NP TILT - FlexShares Morningstar US Market Factor Tilt 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 27.563 -1,92 979 1,66
2026-01-22 13F Accordant Advisory Group Inc 6.500 0,00 250 3,32
2026-02-02 13F RIA Advisory Group LLC 0 -100,00 0
2026-02-06 13F McKinley Carter Wealth Services, Inc. 30.973 0,17 1.189 3,39
2025-10-14 13F S.A. Mason LLC 0 -100,00 0
2026-02-11 13F Cerity Partners LLC 45.469 9,69 1.746 13,23
2026-02-13 13F Mariner, LLC 46.982 11,00 1.805 14,54
2026-02-17 13F California State Teachers Retirement System 133.185 -4,45 5.114 -1,39
2025-09-29 NP CFMCX - Column Mid Cap Fund 3.736 0,00 143 5,93
2025-09-25 NP DVY - iShares Select Dividend 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 2.807.059 -0,26 99.707 3,32
2026-01-21 13F BIP Wealth, LLC 18.690 718
2026-02-02 13F Bay Harbor Wealth Management, LLC 11 22,22 0
2026-01-29 13F Teachers Retirement System Of The State Of Kentucky 41.814 0,00 2 0,00
2026-02-17 13F Strive Financial Group ,LLC 42 2
2026-01-20 13F Ntv Asset Management Llc 172.025 35,53 6.606 39,88
2025-09-23 NP FMDCX - Federated Mid-Cap Index Fund Service 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 13.230 -2,13 470 1,30
2026-02-17 13F CWM Advisors, LLC 12.144 -0,72 466 2,42
2026-02-12 13F Ci Investments Inc. 0 -100,00 0
2026-02-13 13F Squarepoint Ops LLC 16.072 617
2026-02-11 13F Janney Montgomery Scott LLC 48.223 -1,10 2 0,00
2026-02-13 13F Ieq Capital, Llc 44.128 1.695
2026-01-29 13F Courier Capital Llc 5.789 0,00 222 3,26
2026-02-13 13F Brown Advisory Inc 83.276 -0,71 3.198 2,47
2026-02-13 13F Smartleaf Asset Management LLC 388 0,26 15 7,14
2025-11-04 13F Winnow Wealth Llc 0 -100,00 0 -100,00
2026-01-14 13F Jfs Wealth Advisors, Llc 126 43,18 5 33,33
2026-02-10 13F IFG Advisory, LLC 0 -100,00 0
2026-01-15 13F Jamison Private Wealth Management, Inc. 8.000 -14,42 307 -11,53
2026-01-22 13F HHM Wealth Advisors, LLC 131 0,00 5 25,00
2025-09-24 NP BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund 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 9.589 12,89 341 16,84
2026-02-13 13F Arkadios Wealth Advisors 73.559 2.825
2026-01-29 13F State Of Michigan Retirement System 33.113 -1,49 1.272 1,68
2025-09-17 NP GMRAX - Nationwide Small Cap Index Fund Class A 12.427 8,29 441 12,21
2026-02-17 13F Jones Financial Companies Lllp 12.632 2,98 485 5,90
2026-01-29 13F Comerica Bank 49.316 5,29 1.894 8,67
2026-02-17 13F Two Sigma Advisers, Lp 0 -100,00 0
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 540.468 8,19 19.197 12,07
2026-02-12 13F Earnest Partners Llc 4.240.128 -4,73 162.821 -1,69
2026-02-12 13F Bank Of Montreal /can/ 34.633 -0,79 1.330 2,39
2025-11-07 13F Synovus Financial Corp 35.583 12,84 1.324 15,33
2026-01-14 13F Eastern Bank 4.774 -10,55 183 -7,58
2026-01-29 13F Peoples Bank /oh 5.735 -18,58 220 -16,03
2026-01-29 13F Vanguard Group Inc 14.542.040 -1,18 558.414 1,98
2025-09-26 NP ISCV - iShares Morningstar Small-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 27.225 0,15 967 3,76
2026-02-11 13F Hilton Head Capital Partners, LLC 250 10
2026-02-12 13F Nuveen, LLC 940.484 27,31 36.115 31,39
2025-09-25 NP PQCCX - PGIM QMA Mid-Cap Core Equity Fund Class R6 610 -4,69 22 0,00
2025-09-25 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value 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 32.483 2,85 1.154 6,56
2026-01-22 13F Curran Financial Partners, LLC 10.881 0,00 418 3,22
2026-01-29 13F Facet Wealth, Inc. 8.627 -7,85 360 3,45
2025-11-14 13F StoneX Group Inc. 0 -100,00 0 -100,00
2026-02-17 13F Advisory Services Network, LLC 27.753 -6,88 1.066 -3,88
2026-02-12 13F Dimensional Fund Advisors Lp 7.604.523 -1,77 292.016 1,37
2026-02-17 13F SageView Advisory Group, LLC 1.841 71
2026-02-12 13F Campbell & CO Investment Adviser LLC 0 -100,00 0
2026-01-23 13F Natural Investments, Llc 6.780 0,00 0
2026-02-17 13F Price T Rowe Associates Inc /md/ 140.932 2,85 5 0,00
2026-02-17 13F D. E. Shaw & Co., Inc. 10.767 8,03 413 11,62
2025-09-26 NP FZIPX - Fidelity ZERO Extended 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 42.398 -0,63 1.506 2,87
2026-02-13 13F Colony Group, LLC 111.607 21,77 4.286 25,66
2026-02-17 13F Northern Trust Corp 1.591.639 -8,69 61.119 -5,78
2025-09-26 NP MDPIX - Mid-cap Profund Investor Class 229 -56,46 8 -55,56
2025-09-25 NP DFSCX - U.s. Micro Cap 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 11.877 0,00 422 3,44
2026-01-29 13F UBS Group AG 349.835 -21,39 13.434 -18,88
2026-02-02 13F Artemis Investment Management LLP 46.894 1.801
2026-02-17 13F Quantinno Capital Management LP 56.456 34,18 2.168 38,47
2026-02-12 13F Summit Financial, LLC 14.112 -20,46 547 -17,12
2025-11-14 13F Schonfeld Strategic Advisors LLC 0 -100,00 0
2026-02-10 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 35.056 -3,34 1.346 -0,22
2026-02-13 13F American Century Companies Inc 78.007 -9,04 2.995 -6,14
2026-01-05 13F GAMMA Investing LLC 2.824 -0,70 108 2,86
2026-01-15 13F Retirement Systems of Alabama 168.129 -1,60 6.456 1,56
2026-02-09 13F Fisher Asset Management, LLC 1.182.941 -7,25 45.425 -4,29
2026-01-09 13F SG Americas Securities, LLC 56.866 168,32 2
2026-01-28 13F Crown Wealth Group, LLC 33.031 0,00 1.268 3,17
2025-10-28 13F Pinnacle Financial Partners Inc 9.264 -18,86 345 -17,11
2026-01-21 13F SJS Investment Consulting Inc. 19 0,00 1
2026-02-10 13F Savant Capital, LLC 0 -100,00 0
2026-02-17 13F Abel Hall, LLC 7.240 278
2025-09-25 NP DFSVX - U.s. Small Cap Value 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 1.960.349 0,00 69.632 3,59
2026-02-03 13F Wesbanco Bank Inc 114.719 -2,39 4.405 0,73
2026-02-24 13F/A Pacer Advisors, Inc. 16.752 -33,38 643 -31,23
2026-02-13 13F Parkside Financial Bank & Trust 117 290,00 4 300,00
2026-02-13 13F Polymer Capital Management (HK) LTD 0 -100,00 0
2026-02-10 13F Eurizon Capital SGR S.p.A. 666 26
2026-02-13 13F Pathstone Holdings, LLC 16.156 -1,23 620 1,97
2026-02-13 13F Sterling Capital Management LLC 69.596 -10,36 2.672 -7,48
2025-09-25 NP DFAT - Dimensional U.S. Targeted Value ETF 824.040 0,45 29.270 4,05
2025-09-26 NP PFM - Invesco Dividend Achievers 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 4.088 -1,73 145 2,11
2026-02-13 13F Pinnacle Wealth Planning Services, Inc. 583 22
2026-02-12 13F Voya Investment Management Llc 24.521 -2,74 942 0,32
2025-09-25 NP TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A 1.614 -41,42 57 -39,36
2026-02-06 13F Handelsbanken Fonder AB 35.946 0,00 1 0,00
2026-02-11 13F BI Asset Management Fondsmaeglerselskab A/S 0 -100,00 0
2025-09-29 NP MIDU - Direxion Daily Mid Cap Bull 3X Shares 2.472 0,41 88 3,57
2025-09-25 NP DFSTX - U.s. Small Cap 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 648.086 -7,03 23.020 -3,69
2026-01-28 13F Klp Kapitalforvaltning As 30.303 1,34 1.173 4,55
2026-02-06 13F Axxcess Wealth Management, Llc 83.567 0,78 3.209 3,99
2025-11-14 13F Peak6 Llc 0 -100,00 0 -100,00
2025-09-29 NP PEY - Invesco High Yield Equity Dividend Achievers 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 486.044 -18,23 17.264 -15,30
2025-11-14 13F Peak6 Llc Put 0 -100,00 0 -100,00
2026-02-13 13F Peak6 Llc Call 0 -100,00 0
2026-02-12 13F Federated Hermes, Inc. 14.489 -11,37 556 -8,55
2026-02-17 13F Brevan Howard Capital Management LP 6.958 -74,97 267 -74,18
2026-02-17 13F State Of Wisconsin Investment Board 7.767 -42,30 298 -40,40
2026-02-19 13F Invesco Ltd. 1.029.983 -4,67 39.551 -1,62
2025-09-25 NP DFSV - Dimensional US Small Cap Value ETF 568.996 0,00 20.211 0,00
2026-02-13 13F Heritage Wealth Advisors 13.237 0,42 508 3,67
2026-01-14 13F Exchange Traded Concepts, Llc 2.369 91
2026-02-17 13F Snowden Capital Advisors LLC 33.564 -0,19 1.302 3,01
2026-01-23 13F Cambiar Investors Llc 45.034 -10,08 1.729 -7,19
2026-02-17 13F Cetera Investment Advisers 14.465 -9,51 555 -6,57
2026-02-02 13F Horizon Investments, LLC 2.369 -37,15 91 -35,71
2026-02-17 13F Citadel Advisors Llc Call 21.200 -9,01 814 -6,00
2025-09-26 NP FLAPX - Fidelity Flex 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 10.568 375
2026-02-06 13F Covestor Ltd 1.898 9,84 0
2026-02-12 13F New York State Common Retirement Fund 635.037 -0,72 24.385 2,46
2026-02-17 13F Citadel Advisors Llc 69.514 -18,31 2.669 -15,70
2026-01-26 13F Nicholson Wealth Management Group, LLC 76.245 0,00 2.928 3,17
2026-01-23 13F Farther Finance Advisors, LLC 856 196,19 33 220,00
2026-01-28 13F Morton Brown Family Wealth, LLC 124 5
2026-02-17 13F Zacks Investment Management 18.307 -16,67 703 -14,08
2026-02-17 13F Advisor Group Holdings, Inc. 51.486 -0,23 1.977 2,49
2026-01-22 13F Apollon Wealth Management, LLC 9.285 2,40 357 5,64
2026-02-17 13F Holocene Advisors, LP 75.272 -30,99 2.890 -28,78
2025-09-26 NP UAPIX - Ultrasmall-cap Profund Investor Class 1.569 16,05 56 19,57
2026-01-07 13F Massmutual Trust Co Fsb/adv 1.518 0,00 58 3,57
2025-09-26 NP UMPIX - Ultramid-cap Profund Investor Class 1.186 4,77 42 10,53
2026-02-10 13F Root Financial Partners, LLC 478 15,46 18 20,00
2025-09-22 NP TSLCX - Transamerica Small Cap Value C 10.250 0,00 364 3,70
2026-01-27 13F Atlantic Edge Private Wealth Management, LLC 105 0,00 4 33,33
2026-02-17 13F Millennium Management Llc 34.458 -72,34 1.323 -71,46
2026-01-23 13F Ritholtz Wealth Management 9.216 2,64 354 5,69
2026-01-27 13F Zurcher Kantonalbank (Zurich Cantonalbank) 38.144 0,00 1.465 3,17
2025-09-26 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 491 -12,32 17 -10,53
2026-02-10 13F Hillsdale Investment Management Inc. 1.900 73
2026-02-09 13F Jackson Creek Investment Advisors LLC 10.590 -1,43 0
2026-01-21 13F Franklin Street Advisors Inc /nc 7.350 282
2026-02-11 13F Rise Advisors, LLC 0 -100,00 0
2026-02-18 13F CrossGen Wealth, LLC 51.772 1.988
2026-02-03 13F Sequoia Financial Advisors, LLC 20.909 -15,51 803 -12,83
2026-02-13 13F Barclays Plc 350.077 3,10 13.443 6,39
2026-02-11 13F Group One Trading, L.p. Put 0 -100,00 0 -100,00
2026-02-11 13F Group One Trading, L.p. Call 7.000 -36,94 269 -35,11
2025-09-26 NP JHSC - John Hancock Multifactor Small Cap ETF 53.127 2,10 1.887 5,77
2026-02-13 13F Toroso Investments, LLC 0 -100,00 0
2026-01-27 13F Belpointe Asset Management LLC 9.783 0,00 376 3,02
2026-02-11 13F Ameritas Investment Partners, Inc. 37.034 1.422
2026-02-02 13F Farmers & Merchants Trust Co of Chambersburg PA 186 0,00 0
2026-02-13 13F Segall Bryant & Hamill, Llc 272.992 1,49 10.483 4,74
2026-02-17 13F Fmr Llc 209.253 -20,31 8.035 -17,76
2026-02-13 13F Fieldview Capital Management, LLC 92.201 47,30 3.541 52,00
2026-02-06 13F Pnc Financial Services Group, Inc. 38.109 -7,26 1.463 -4,32
2026-02-17 13F Wiley Bros.-aintree Capital, Llc 10.801 83,69 415 89,91
2026-02-13 13F Stifel Financial Corp 24.298 -18,20 933 -15,57
2025-09-26 NP SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 2.328 0,00 83 3,80
2026-02-17 13F Qube Research & Technologies Ltd 71.521 -77,90 2.746 -77,20
2026-01-16 13F Ronald Blue Trust, Inc. 1.319 13,51 51 16,28
2026-02-02 13F Fifth Third Bancorp 1.361 3,89 52 8,33
2026-01-21 13F NovaPoint Capital, LLC 0 -100,00 0
2026-01-30 13F Ares Financial Consulting, LLC 97 4
2026-02-24 13F Bell Investment Advisors, Inc 81 -13,83 3 0,00
2026-02-13 13F Headlands Technologies LLC 0 -100,00 0
2026-02-12 13F Swiss National Bank 279.163 1,38 10.720 4,62
2026-01-26 13F KBC Group NV 4.234 0,00 0
2026-02-05 13F Amalgamated Bank 58.984 -4,93 2 0,00
2025-11-13 13F Bokf, Na 0 -100,00 0
2026-02-13 13F Prudential Financial Inc 10.988 -49,75 422 -48,22
2025-09-22 NP MMSMX - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 61.875 -4,37 2.198 -0,95
2025-09-25 NP DFUV - Dimensional US Marketwide Value ETF 116.977 0,88 4.155 4,50
2026-01-29 13F Riverbend Wealth Management, LLC 8.202 0,15 315 3,29
2026-02-05 13F Elyxium Wealth, LLC 91 3
2026-02-17 13F Graham Capital Management, L.P. 40.231 -6,34 1.545 -3,38
2025-09-17 NP NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 3.814 0,00 135 3,85
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 31.476 38,36 1.118 27,77
2025-09-24 NP SWTSX - Schwab Total Stock Market 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 67.922 0,00 2.413 3,56
2025-09-25 NP DFAC - Dimensional U.S. Core Equity 2 ETF 295.658 0,00 10.502 3,58
2026-02-11 13F Hughes Financial Services, LLC 1.737 0,00 67 4,76
2026-02-12 13F Skopos Labs, Inc. 33.607 -37,00 1.312 -33,87
2026-02-12 13F Steward Partners Investment Advisory, Llc 2.090 0,24 80 3,90
2026-02-03 13F Farmers & Merchants Investments Inc 122 0,00 5 0,00
2026-02-03 13F Crossmark Global Holdings, Inc. 7.818 0,00 300 3,45
2026-02-17 13F Russell Investments Group, Ltd. 16.555 14,05 637 17,78
2026-02-06 13F IFP Advisors, Inc 10.897 10,49 418 14,21
2026-01-14 13F Braun-Bostich & Associates Inc. 9.244 -0,13 355 2,91
2026-02-13 13F Sei Investments Co 341.162 -11,62 13.101 -8,80
2026-02-06 13F Granite FO LLC 4.619 15,74 177 19,59
2026-02-10 13F Hazlett, Burt & Watson, Inc. 25.832 0,00 1
2026-02-10 13F Nomura Asset Management Co Ltd 1.480 0,00 57 1,82
2026-02-17 13F Raymond James Financial Inc 266.269 0,74 10.225 3,96
2026-01-16 13F Linden Thomas Advisory Services, LLC 21.205 -0,24 814 3,04
2026-01-16 13F FNY Investment Advisers, LLC 1.600 0,00 0
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 141.305 0,00 5.019 3,59
2025-09-25 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 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 34.957 0,00 1.242 3,59
2026-02-11 13F Simplex Trading, Llc Put 0 -100,00 0
2026-02-12 13F Quadrant Capital Group Llc 3.438 6.386,79 132 13.100,00
2026-03-03 13F/A Integrated Investment Consultants, LLC 8.765 0,03 337 3,07
2025-09-26 NP SMLL - Harbor Active Small Cap ETF 12.811 54,52 455 60,21
2025-09-25 NP DFAS - Dimensional U.S. Small Cap ETF 426.894 0,00 15.163 0,00
2026-01-14 13F Accurate Wealth Management, LLC 5.698 232
2026-02-13 13F Van Eck Associates Corp 0 -100,00 0
2026-01-30 13F Verity Asset Management, Inc. 31.135 -49,65 1.196 -48,04
2026-01-21 13F Canton Hathaway, LLC 1.501 0,00 58 1,79
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