WY8 - Universal Health Realty Income Trust Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (DB)

Universal Health Realty Income Trust
DE ˙ DB ˙ US91359E1055
36,88 € ↑0,05 (0,12%)
2026-03-06
DEL PRIS
Grundlæggende statistik
Institutionelle ejere 224 total, 222 long only, 0 short only, 2 long/short - change of -41,67% MRQ
Del pris 36,88
Gennemsnitlig porteføljeallokering 0.0372 % - change of -45,32% MRQ
Deler fremragende shares (source: Capital IQ)
Institutionelle aktier (lange) 8.897.687 - 64,13% (ex 13D/G) - change of -2,24MM shares -20,08% MRQ
Institutionel værdi (lang) $ 340.049 USD ($1000)
Institutionelt ejerskab og aktionærer

Universal Health Realty Income Trust (DE:WY8) har 224 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 8,897,687 aktier. Største aktionærer omfatter BlackRock, Inc., Vanguard Group Inc, State Street Corp, VGSIX - Vanguard Real Estate Index Fund Investor Shares, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd., DIV - Global X SuperDividend U.S. ETF, Geode Capital Management, Llc, Bank of New York Mellon Corp, Renaissance Technologies Llc, and Dimensional Fund Advisors Lp .

Universal Health Realty Income Trust (DB:WY8) 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 36,88 / share. Previously, on March 10, 2025, the share price was 38,23 / share. This represents a decline of 3,54% over that period.

DE:WY8 / Universal Health Realty Income Trust 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.

Opgrader for at låse premium-data op og eksportere til Excel .

Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)		 Aktier Δ Aktier
(%)		 Rapporteret
Værdi
($1000)		 Δ Værdi
(%)		 Port Alloc
(%)
2026-01-20 13F Signaturefd, Llc 1.863 -7,59 73 -6,41
2026-02-13 13F Citigroup Inc 14.326 -39,14 562 -39,15
2026-02-17 13F Advisory Services Network, LLC 0 -100,00 0
2025-09-29 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 1.473 0,89 57 3,64
2026-02-02 13F Millstone Evans Group, LLC 140 0,00 5 0,00
2026-02-10 13F Bnp Paribas Arbitrage, Sa 4.420 27,12 173 27,21
2026-01-30 13F Joel Isaacson & Co., LLC 5.125 0,00 201 0,00
2026-02-09 13F Quest Partners LLC 5.452 -1,39 214 -1,39
2026-02-13 13F State Street Corp 544.006 -9,00 21.330 -8,90
2026-02-13 13F Truvestments Capital Llc 9.421 -10,87 369 -10,87
2026-02-17 13F Optiver Holding B.V. 102 0,00 4 0,00
2025-09-24 NP PJARX - SmallCap Value Fund II R-3 102 -26,62 4 -40,00
2026-02-12 13F BlackRock, Inc. 2.228.031 -1,67 87.361 -1,57
2026-01-14 13F Spire Wealth Management 0 -100,00 0
2026-01-26 13F Cwm, Llc 8.192 -6,95 0
2026-02-09 13F Harbour Investments, Inc. 482 0,84 19 0,00
2026-02-11 13F Rise Advisors, LLC 0 -100,00 0
2026-02-17 13F Quadrature Capital Ltd 9.250 363
2026-02-13 13F Umb Bank N A/mo 95 20,25 4 0,00
2026-02-17 13F Mercer Global Advisors Inc /adv 9.571 16,56 375 16,82
2026-02-17 13F Price T Rowe Associates Inc /md/ 20.621 15,93 1
2025-09-26 NP TIEIX - TIAA-CREF Equity Index Fund Institutional Class 10.070 0,00 391 1,56
2025-09-26 NP DISSX - BNY Mellon Smallcap Stock Index Fund Investor Shares 8.126 -7,45 315 -5,97
2026-02-04 13F Bailard, Inc. 13.800 541
2026-02-13 13F Morgan Stanley 180.711 7,74 7.086 7,84
2026-01-27 13F Zurcher Kantonalbank (Zurich Cantonalbank) 0 -100,00 0
2026-02-10 13F Bank of New York Mellon Corp 294.822 -9,21 11.560 -9,12
2026-02-12 13F Tocqueville Asset Management L.p. 14.400 0,00 565 0,00
2026-02-06 13F Larson Financial Group LLC 550 -2,65 22 -4,55
2026-02-17 13F Susquehanna International Group, Llp Put 5.400 -45,45 212 -45,48
2026-02-17 13F Susquehanna International Group, Llp Call 8.400 329
2026-02-06 13F HighTower Advisors, LLC 8.867 -0,53 348 -0,57
2026-02-12 13F Penserra Capital Management LLC 28.217 1,00 1 0,00
2025-09-25 NP WMMRX - Wilmington Real Asset Fund Class A Shares 1.459 0,00 57 1,82
2026-02-17 13F Susquehanna International Group, Llp 6.999 274
2026-02-13 13F Public Employees Retirement Association Of Colorado 3.796 0,00 0
2026-02-13 13F MAI Capital Management 863 7,88 34 6,45
2026-01-29 13F Teachers Retirement System Of The State Of Kentucky 3.169 -11,90 0
2026-02-11 13F Parallel Advisors, LLC 502 134,58 20 137,50
2026-02-12 13F Jane Street Group, Llc Call 5.600 -47,17 220 -47,23
2026-02-13 13F Glen Eagle Advisors, LLC 0 -100,00 0
2026-02-17 13F Spears Abacus Advisors LLC 9.983 0,00 391 0,00
2026-02-12 13F Jane Street Group, Llc 13.979 548
2025-10-27 13F First Horizon Corp 0 -100,00 0
2026-02-13 13F Kestra Advisory Services, LLC 1.176 46
2026-02-03 13F Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 10.742 0,00 422 0,24
2026-02-20 13F Sunbelt Securities, Inc. 3 -70,00 0
2026-01-30 13F State of New Jersey Common Pension Fund D 0 -100,00 0
2026-01-16 13F Louisiana State Employees Retirement System 5.800 -1,69 227 -1,73
2026-02-13 13F Mariner, LLC 7.588 36,97 298 37,50
2026-02-17 13F Engineers Gate Manager LP 7.828 307
2026-01-07 13F Harbor Investment Advisory, Llc 166 0,00 7 0,00
2026-02-12 13F CIBC Private Wealth Group, LLC 3 0
2026-02-03 13F Crestwood Advisors Group LLC 10.250 -5,20 402 -5,20
2026-02-13 13F Ieq Capital, Llc 33.257 -2,38 1.304 -2,25
2026-02-02 13F Strs Ohio 2.500 0,00 98 1,03
2026-02-17 13F Captrust Financial Advisors 5.571 -2,64 218 -2,68
2026-01-20 13F Harbor Capital Advisors, Inc. 3.093 1.494,33 0
2025-09-25 NP DFGR - Dimensional Global Real Estate ETF 19.391 8,14 752 9,78
2026-01-29 13F Vanguard Group Inc 1.609.289 -0,65 63.100 -0,54
2026-02-17 13F Guggenheim Capital Llc 7.224 16,91 283 16,94
2026-01-28 13F Klp Kapitalforvaltning As 0 -100,00 0
2026-02-06 13F Creative Financial Designs Inc /adv 69 -84,46 3 -88,24
2026-02-14 13F POM Investment Strategies, LLC 151 6
2026-02-06 13F Lsv Asset Management 7.000 0
2026-02-13 13F Wells Fargo & Company/mn 21.909 37,24 859 37,44
2026-02-13 13F Public Sector Pension Investment Board 0 -100,00 0
2025-11-13 13F Vestcor Inc 0 -100,00 0
2026-02-17 13F Moore Capital Management, Lp 50.942 1.997
2025-09-26 NP SVPIX - Small-cap Value Profund Investor Class 17 -29,17 1
2026-02-02 13F Principal Financial Group Inc 71.940 4,24 2.821 4,33
2026-01-21 13F SJS Investment Consulting Inc. 7 0
2026-02-17 13F Royal Bank Of Canada 2.579 -5,15 102 -4,67
2025-09-25 NP DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Real Estate Securities 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 52.464 0,86 2.035 2,42
2026-02-05 13F Amalgamated Bank 3.721 -0,98 0
2026-01-28 13F Salomon & Ludwin, LLC 213 688,89 8 700,00
2026-02-12 13F Renaissance Technologies Llc 227.110 -9,23 8.905 -9,14
2026-01-23 13F Valley National Advisers Inc 307 0,00 0
2026-02-13 13F Great West Life Assurance Co /can/ 25.882 -12,12 1 0,00
2025-09-24 NP PPNMX - SmallCap Growth Fund I R-3 580 -45,18 22 -45,00
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 136.576 -0,10 5.298 1,42
2026-02-17 13F Two Sigma Advisers, Lp 15.200 596
2026-01-08 13F True Wealth Design, LLC 58 26,09 2 100,00
2026-02-13 13F Rhumbline Advisers 29.665 -9,63 1.163 -9,49
2026-01-23 13F Sumitomo Mitsui Trust Holdings, Inc. 13.572 -1,27 532 -1,12
2026-02-12 13F Swiss National Bank 0 -100,00 0
2026-02-05 13F Allworth Financial LP 0 -100,00 0
2026-02-17 13F California State Teachers Retirement System 795 -93,53 31 -93,56
2026-02-04 13F Ameritas Advisory Services, LLC 0 -100,00 0
2026-01-29 13F UBS Group AG 33.664 -30,50 1.320 -30,47
2025-09-29 NP PRFZ - Invesco FTSE RAFI US 1500 Small-Mid 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 14.245 -14,25 553 -12,93
2026-02-11 13F Ameritas Investment Partners, Inc. 1.078 42
2025-09-24 NP REAI - Private Real Estate Strategy via Liquid REITs ETF 965 -23,66 37 -22,92
2026-01-28 13F Barrett & Company, Inc. 500 0,00 20 0,00
2026-02-13 13F Golden State Wealth Management, LLC 16 0,00 1
2026-02-12 13F Hrt Financial Lp 5.353 0
2025-10-24 13F Meeder Asset Management Inc 0 -100,00 0 -100,00
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 32.796 2,70 1.272 4,26
2026-02-12 13F Dimensional Fund Advisors Lp 187.903 -0,49 7.368 -0,39
2026-02-05 13F Thrivent Financial For Lutherans 8.771 -4,75 0
2026-02-13 13F Macquarie Group Ltd 22.338 876
2026-02-17 13F Northern Trust Corp 109.970 -17,00 4.312 -16,92
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 517 0,00 20 5,26
2025-11-03 13F Annis Gardner Whiting Capital Advisors, LLC 0 -100,00 0
2025-09-25 NP VGSIX - Vanguard Real Estate Index Fund Investor 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 488.972 -1,06 18.967 0,44
2026-02-18 13F State of Tennessee, Treasury Department 5.055 -10,82 201 -9,91
2026-02-17 13F Jones Financial Companies Lllp 992 281,54 39 280,00
2026-02-17 13F Artisan Partners Limited Partnership 6.543 0,00 257 0,00
2026-02-11 13F LPL Financial LLC 50.112 465,66 1.965 465,99
2026-02-17 13F Ameriprise Financial Inc 25.115 -84,18 985 -84,17
2026-02-13 13F Smartleaf Asset Management LLC 103 -19,53 4 0,00
2026-02-17 13F Delaware Management Holdings, Inc. 22.338 876
2025-11-14 13F Point72 Asia (Singapore) Pte. Ltd. 0 -100,00 0 -100,00
2026-02-12 13F Alps Advisors Inc 26.395 -8,14 1.035 -8,09
2026-01-30 13F Us Bancorp \de\ 570 -34,18 22 -33,33
2026-01-23 13F Altfest L J & Co Inc 22.449 0,00 880 0,11
2026-01-14 13F Exchange Traded Concepts, Llc 49.748 1,65 1.951 1,72
2026-02-13 13F FJ Capital Management LLC 9.409 0,00 369 0,00
2026-02-13 13F Police & Firemen's Retirement System of New Jersey 3.784 0,00 148 0,00
2026-02-17 13F Quantinno Capital Management LP 24.027 27,95 942 28,16
2026-01-05 13F Holos Integrated Wealth LLC 33 0,00 1 0,00
2025-09-26 NP FSRNX - Fidelity Real Estate 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 26.269 4,02 1.019 5,60
2026-02-17 13F Creative Planning 11.554 4,75 453 4,86
2026-02-18 13F Mackenzie Financial Corp 13.358 527
2026-02-09 13F Legal & General Group Plc 21.386 -39,87 839 -39,84
2025-11-14 13F Man Group plc 0 -100,00 0 -100,00
2025-09-26 NP FESIX - Fidelity SAI Real Estate 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 1.696 0,00 66 1,56
2026-02-11 13F Wilkinson Global Asset Management LLC 17.000 0,00 667 0,15
2026-02-13 13F Quarry LP 416 16
2026-01-12 13F Abound Wealth Management 5 0,00 0
2026-01-21 13F Flagship Harbor Advisors, Llc 369 14
2026-02-09 13F Hartland & Co., LLC 6 -86,05 0 -100,00
2026-02-12 13F Wealthspire Advisors, LLC 0 -100,00 0
2026-02-17 13F Citadel Advisors Llc 70.571 2.767
2026-02-13 13F SRS Capital Advisors, Inc. 149 -97,83 6 -98,13
2026-02-17 13F Citadel Advisors Llc Call 11.600 455
2026-02-03 13F Ballentine Partners, LLC 5.917 232
2025-09-26 NP GYLD - Arrow Dow Jones Global Yield ETF 4.706 30,14 183 31,88
2026-02-10 13F Eurizon Capital SGR S.p.A. 3.082 122
2025-09-25 NP USRT - iShares Core U.S. REIT 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 34.541 4,99 1.340 6,52
2026-02-05 13F Bessemer Group Inc 344 79,17 0
2025-10-22 13F Geneos Wealth Management Inc. 0 -100,00 0
2026-02-12 13F Gould Capital, LLC 200 0,00 8 0,00
2025-09-26 NP USMIX - Extended Market Index Fund 1.485 -0,47 58 0,00
2025-09-26 NP SLPIX - Small-cap Profund Investor Class 12 -7,69 0
2026-02-17 13F Alliancebernstein L.p. 13.705 7,03 537 7,19
2026-01-30 13F New York State Teachers Retirement System 19.919 -3,47 1
2026-02-12 13F Nuveen, LLC 35.932 26,69 1.409 26,85
2026-02-12 13F JPL Wealth Management, LLC 0 -100,00 0
2026-02-13 13F Parkside Financial Bank & Trust 0 -100,00 0
2026-01-08 13F Wealth Enhancement Advisory Services, Llc 5.716 227
2025-10-30 13F Twin Peaks Wealth Advisors, LLC 0 -100,00 0
2026-02-11 13F Cerity Partners LLC 0 -100,00 0
2025-09-29 NP SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF 215 27,22 8 33,33
2026-01-16 13F Ronald Blue Trust, Inc. 10 0,00 0
2025-09-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 17.460 15,34 677 17,13
2025-09-25 NP VRTPX - Vanguard Real Estate II Index Fund 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 84.670 -0,02 3.284 1,51
2026-01-26 13F Mirae Asset Global Investments Co., Ltd. 0 -100,00 0
2026-02-09 13F Hantz Financial Services, Inc. 1.758 81,42 0
2026-01-27 13F Asset Management One Co., Ltd. 17.417 0,00 684 0,29
2026-02-11 13F Group One Trading, L.p. Call 500 150,00 20 171,43
2026-02-11 13F Group One Trading, L.p. Put 1.000 39
2025-09-24 NP PSSMX - SmallCap S&P 600 Index Fund R-3 12.024 -2,84 466 -1,27
2025-09-25 NP DFAR - Dimensional US Real Estate ETF 14.673 13,97 569 15,89
2026-01-29 13F UMA Financial Services, Inc. 37 1
2026-02-09 13F Arrow Investment Advisors, LLC 5.185 203
2026-02-13 13F Ubs Asset Management Americas Inc 443 17
2026-02-19 13F Invesco Ltd. 128.512 -5,50 5.039 -5,41
2026-02-13 13F Pinnacle Wealth Planning Services, Inc. 187 7
2026-02-13 13F Sterling Capital Management LLC 192 31,51 8 40,00
2025-11-12 13F NewSquare Capital LLC 0 -100,00 0
2025-09-26 NP AREA - Harbor AlphaEdge Next Generation REITs ETF 128 5
2026-02-17 13F Public Employees Retirement System Of Ohio 17.553 -2,73 688 -2,55
2026-02-17 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 365.905 1,60 14.347 1,71
2026-02-02 13F Horizon Investments, LLC 15.147 5,50 594 5,52
2025-09-24 NP FREL - Fidelity MSCI Real Estate 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 10.659 -3,30 413 -1,90
2026-02-06 13F Covestor Ltd 1 0,00 0
2026-02-04 13F Oregon Public Employees Retirement Fund 2.875 0,00 113 0,00
2026-02-06 13F Resona Asset Management Co.,Ltd. 5.618 0,00 221 1,38
2026-02-10 13F Intech Investment Management Llc 0 -100,00 0
2026-02-12 13F New York State Common Retirement Fund 5.609 0,00 220 0,00
2026-02-17 13F Millennium Management Llc 56.602 16,60 2.219 16,73
2026-02-13 13F Martingale Asset Management L P 12.077 -2,95 474 -2,87
2026-01-16 13F Trust Co Of Vermont 870 0,00 34 0,00
2026-01-23 13F State of Alaska, Department of Revenue 14.995 12,18 1
2026-01-21 13F Sound Income Strategies, LLC 17 0,00 1
2026-02-13 13F Panagora Asset Management Inc 75.085 25,68 2.944 25,81
2026-02-10 13F Goldman Sachs Group Inc 39.275 59,66 1.540 59,81
2026-01-09 13F SG Americas Securities, LLC 29.680 -65,36 1 -66,67
2026-02-06 13F Gsa Capital Partners Llp 12.955 45,20 1
2025-11-12 13F Simplex Trading, Llc Call 0 -100,00 0
2025-11-14 13F Point72 Asset Management, L.P. 0 -100,00 0 -100,00
2026-01-23 13F Farther Finance Advisors, LLC 1.246 72,58 49 71,43
2026-02-13 13F Barclays Plc 31.314 6,01 1.228 6,05
2026-02-11 13F Los Angeles Capital Management Llc 0 -100,00 0
2026-02-13 13F Victory Capital Management Inc 5.361 -0,04 210 0,00
2025-11-14 13F Skopos Labs, Inc. 0 -100,00 0
2026-02-10 13F State of Wyoming 0 -100,00 0
2025-09-17 NP NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 1.143 0,00 44 2,33
2026-01-26 13F Independent Wealth Network Inc. 9.400 369
2026-02-17 13F Bank Of America Corp /de/ 38.435 21,52 1.507 21,73
2026-02-11 13F Total Wealth Planning & Management, Inc. 12.701 12,74 498 10,67
2026-02-10 13F Quantbot Technologies LP 0 -100,00 0
2026-02-17 13F Advisor Group Holdings, Inc. 3.921 18,57 154 15,04
2026-02-12 13F Quadrant Capital Group Llc 10.179 -8,83 399 -8,70
2025-09-23 NP GSAOX - Goldman Sachs Small Cap Growth Insights Fund Class A 0 -100,00 0 -100,00
2026-02-17 13F Qube Research & Technologies Ltd 111.795 246,45 4.383 247,03
2026-01-07 13F Massmutual Trust Co Fsb/adv 577 -4,31 23 -4,35
2026-02-13 13F Stifel Financial Corp 77.293 -19,20 3.031 -19,14
2026-01-27 13F Gf Fund Management Co. Ltd. 0 -100,00 0
2026-02-17 13F Fmr Llc 23.754 19,38 931 19,51
2025-09-17 NP GMRAX - Nationwide Small Cap Index Fund Class A 1.075 0,00 42 0,00
2026-02-13 13F Charles Schwab Investment Management Inc 130.948 4,39 5.134 4,50
2026-02-10 13F Rothschild Investment Llc 5.057 -2,24 198 -1,98
2026-01-05 13F GAMMA Investing LLC 803 10,00 31 10,71
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 6.380 7,41 247 9,29
2025-09-26 NP SGPIX - Small-cap Growth Profund Investor Class 41 7,89 2 0,00
2026-02-10 13F Daiwa Securities Group Inc. 4.838 8,74 0
2026-02-02 13F Fifth Third Bancorp 110 -7,56 4 0,00
2026-02-11 13F Gilpin Wealth Management, Llc 2 0
2026-02-18 13F GWM Advisors LLC 0 -100,00 0
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 5.432 0,00 211 1,45
2026-01-08 13F Versant Capital Management, Inc 174 -85,09 7 -86,67
2026-03-04 13F SHP Wealth Management 308 12
2026-02-13 13F Gen-Wealth Partners Inc 80 0,00 3 0,00
2025-11-07 13F Rialto Wealth Management, LLC 0 -100,00 0
2025-09-29 NP DIV - Global X SuperDividend U.S. 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 356.104 3,26 13.813 4,83
2026-02-14 13F Rockefeller Capital Management L.P. 7 -89,39 0 -100,00
2026-01-15 13F Nisa Investment Advisors, Llc 2.824 -14,24 111 -14,06
2026-02-06 13F Midwest Professional Planners, LTD. 0 -100,00 0
2026-02-13 13F Y-Intercept (Hong Kong) Ltd 0 -100,00 0
2026-02-09 13F Geode Capital Management, Llc 343.210 -0,29 13.460 -0,19
2026-02-06 13F Pnc Financial Services Group, Inc. 5.410 -6,58 212 -6,19
2026-02-17 13F Russell Investments Group, Ltd. 1.970 -23,44 77 -23,00
2026-02-13 13F Arrowstreet Capital, Limited Partnership 68.755 75,54 2.696 75,68
2026-02-17 13F Aqr Capital Management Llc 133.871 -0,28 5.249 -0,17
2026-02-17 13F Raymond James Financial Inc 15.309 -18,12 600 -18,03
2026-02-17 13F VARCOV Co. 7.844 308
2025-09-26 NP UAPIX - Ultrasmall-cap Profund Investor Class 143 9,16 6 0,00
2026-02-17 13F Janus Henderson Group Plc 0 -100,00 0
2026-02-09 13F Huntington National Bank 0 -100,00 0
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 1.974 14,04 77 15,15
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 3.999 5,57 155 7,64
2026-02-17 13F Tower Research Capital LLC (TRC) 332 -62,14 13 -61,76
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 2.812 9,89 109 12,37
2025-11-07 13F Standard Life Aberdeen plc 0 -100,00 0
2025-11-13 13F Hoey Investments, Inc 0 -100,00 0 -100,00
2026-02-13 13F Prudential Financial Inc 12.081 -7,16 474 -7,07
2026-02-17 13F Two Sigma Investments, Lp 39.299 295,92 1.541 296,91
2026-02-06 13F IFP Advisors, Inc 82 -46,75 3 -50,00
2026-02-13 13F WealthTrust Axiom LLC 35.968 -2,53 1.410 -2,42
2025-09-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 61 2
2026-02-11 13F Simplex Trading, Llc Put 0 -100,00 0
2026-02-10 13F Nomura Asset Management Co Ltd 18.720 0,00 734 0,14
2026-02-11 13F Simplex Trading, Llc 0 -100,00 0
2026-02-17 13F PharVision Advisers, LLC 6.161 242
2026-02-06 13F ProShare Advisors LLC 152.766 -1,05 5.990 -0,96
2026-01-28 13F Teacher Retirement System Of Texas 0 -100,00 0
2025-09-24 NP BLACKROCK FUNDS - iShares FTSE NAREIT All Equity REIT Index Fund 18.044 0,00 700 1,45
2026-01-05 13F Coastline Trust Co 2.000 0,00 78 0,00
2026-02-11 13F Illinois Municipal Retirement Fund 6.821 1,65 267 1,91
2025-11-14 13F Texas Permanent School Fund 0 -100,00 0 -100,00
2026-02-11 13F Deutsche Bank Ag\ 9.125 -11,17 358 -11,19
2025-09-25 NP DFREX - Dfa Real Estate Securities 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 73.588 0,00 2.854 1,53
2026-02-02 13F Cornerstone Planning Group LLC 30 100,00 1 0,00
2025-09-24 NP CSMIX - Columbia Small Cap Value Fund I Class A 91.924 2,88 3.566 4,42
2026-01-23 13F Westside Investment Management, Inc. 167 0,00 7 0,00
2026-02-17 13F Algert Global Llc 18.104 -21,94 1
2025-09-29 NP RSSL - Global X Russell 2000 ETF 6.596 -14,66 256 -13,56
2026-02-11 13F Allianz Asset Management GmbH 0 -100,00 0
2025-09-26 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 61 3,39 2 0,00
2026-02-06 13F EverSource Wealth Advisors, LLC 277 -17,07 11 -23,08
2025-11-14 13F Wolverine Trading, Llc Call 38.800 1.498
2026-02-03 13F Farmers & Merchants Investments Inc 9 0,00 0
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 397 -1,98 15 0,00
2026-02-11 13F Jpmorgan Chase & Co 40.469 -53,94 1.587 -53,91
2026-02-19 13F CI Private Wealth, LLC 0 -100,00 0
Other Listings
US:UHT 43,21 $
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