Grundlæggende statistik
| Institutionelle ejere | 644 total, 644 long only, 0 short only, 0 long/short - change of 13,14% MRQ |
| Gennemsnitlig porteføljeallokering | 0.6076 % - change of -3,51% MRQ |
| Institutionelle aktier (lange) | 101.951.403 (ex 13D/G) - change of 0,21MM shares 7,05% MRQ |
| Institutionel værdi (lang) | $ 5.895.982 USD ($1000) |
Institutionelt ejerskab og aktionærer
Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF (MX:XLG) har 644 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 101,951,403 aktier. Største aktionærer omfatter LPL Financial LLC, Morgan Stanley, Bank Of America Corp /de/, Jpmorgan Chase & Co, Wells Fargo & Company/mn, Advisor Group Holdings, Inc., Raymond James Financial Inc, Bank of New York Mellon Corp, Principle Wealth Partners Llc, and Wealth Enhancement Advisory Services, Llc .
Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF (BMV:XLG) 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%.
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
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-10 | 13F | Avestar Capital, LLC | 190.911 | -2,09 | 11.317 | 0,91 | ||||
| 2026-01-23 | 13F | PMG Wealth Management, Inc. | 231.510 | 0,25 | 13.724 | 3,77 | ||||
| 2026-01-27 | 13F | Evergreen Capital Management Llc | 8.020 | 0,00 | 475 | 3,04 | ||||
| 2026-01-14 | 13F | Redhawk Wealth Advisors, Inc. | 6.841 | 7,95 | 406 | 11,26 | ||||
| 2026-01-13 | 13F | Sharkey, Howes & Javer | 11.431 | 70,51 | 678 | 75,84 | ||||
| 2026-01-23 | 13F | Nbt Bank N A /ny | 59 | 1 | ||||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 4.445.357 | 4,64 | 263.521 | 7,84 | ||||
| 2026-01-14 | 13F | WESPAC Advisors, LLC | 4.027 | 239 | ||||||
| 2026-02-11 | 13F | Tradition Wealth Management, LLC | 106.741 | 2,79 | 6.328 | 5,94 | ||||
| 2026-02-10 | 13F | Novak & Powell Financial Services, Inc. | 5.372 | 0,00 | 318 | 3,25 | ||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 76 | -70,66 | 5 | -71,43 | ||||
| 2026-02-13 | 13F | Laraway Financial Inc | 70.963 | 4,93 | 4.207 | 8,12 | ||||
| 2026-01-05 | 13F | City Center Advisors, LLC | 62.051 | -7,21 | 3.678 | -4,37 | ||||
| 2026-02-02 | 13F | Leslie Global Wealth, LLC | 15.701 | 42,62 | 931 | 46,92 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 322 | 19 | ||||||
| 2026-01-16 | 13F | West Branch Capital LLC | 190 | 0,00 | 11 | 10,00 | ||||
| 2026-01-21 | 13F | Balance Wealth, LLC | 39.453 | 0,14 | 2.339 | 3,18 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 13.488 | -1,28 | 800 | 1,78 | ||||
| 2026-01-22 | 13F/A | Cresset Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Walker Asset Management, LLC | 38.403 | -0,55 | 2.277 | 2,48 | ||||
| 2026-01-28 | 13F | WMG Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 5.558 | 40,60 | 329 | 44,93 | ||||
| 2026-01-22 | 13F | Hager Investment Management Services, Llc | 550 | 0,00 | 33 | 3,23 | ||||
| 2026-02-11 | 13F | GFS Advisors, LLC | 5.100 | 302 | ||||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 209.517 | -3,53 | 12.420 | -0,58 | ||||
| 2025-11-14 | 13F | Green Harvest Asset Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-26 | 13F | Means Investment Co., Inc. | 1.464.216 | 4,87 | 86.799 | 8,07 | ||||
| 2026-01-20 | 13F | Hanson & Doremus Investment Management | 105 | 0 | ||||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 203.096 | 2,91 | 12 | 9,09 | ||||
| 2026-02-12 | 13F | SWAN Capital LLC | 85 | 5 | ||||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | SILVER OAK SECURITIES, Inc | 50.947 | 151,08 | 3.038 | 160,33 | ||||
| 2026-01-20 | 13F | Toth Financial Advisory Corp | 11 | 0,00 | 1 | |||||
| 2026-02-04 | 13F | Catalyst Financial Partners Llc | 7.614 | -1,03 | 451 | 2,04 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 1.152 | 0,09 | 68 | 3,03 | ||||
| 2026-02-12 | 13F | Mount Yale Investment Advisors, LLC | 57.125 | -13,87 | 3.386 | -11,22 | ||||
| 2026-01-12 | 13F | Optivise Advisory Services LLC | 23.858 | 1.414 | ||||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 84.420 | -93,76 | 5.004 | -93,57 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 98.965 | 9,23 | 6 | 0,00 | ||||
| 2026-03-03 | 13F | EJMK Ventures LLC | 4.679 | 277 | ||||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 205.003 | -0,17 | 12 | 9,09 | ||||
| 2026-01-08 | 13F | Cooper Financial Group | 10.999 | 41,56 | 652 | 46,19 | ||||
| 2026-02-06 | 13F | Empirical Asset Management, LLC | 11.238 | -15,85 | 666 | -13,28 | ||||
| 2026-01-20 | 13F | Partners Wealth Management, Llc | 10.628 | 0,00 | 630 | 3,11 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 3 | -50,00 | ||||||
| 2026-02-17 | 13F | Redwood Investment Management, Llc | 66.486 | 124,24 | 4 | 200,00 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 1.227.063 | -23,12 | 72.740 | -20,77 | ||||
| 2026-02-13 | 13F | AlTi Global, Inc. | 10.261 | 132,20 | 608 | 139,37 | ||||
| 2026-02-18 | 13F | Hershey Financial Advisers, LLC | 9.845 | 584 | ||||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 11.680 | 0,15 | 693 | 3,13 | ||||
| 2026-01-09 | 13F | Capstone Wealth Management Group LLC | 44.322 | 0,23 | 2.627 | 3,30 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 58.628 | -4,39 | 3.475 | -1,47 | ||||
| 2026-02-13 | 13F | Gen-Wealth Partners Inc | 121.694 | 10,82 | 7.214 | 14,22 | ||||
| 2026-01-16 | 13F | Aspire Capital Advisors LLC | 169.834 | 27,03 | 10.068 | 30,91 | ||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 35.753 | 4.166,47 | 2.104 | 4.283,33 | ||||
| 2026-02-04 | 13F | Money Concepts Capital Corp | 8.715 | -11,64 | 517 | -8,99 | ||||
| 2026-01-06 | 13F | Investors Research Corp | 9.300 | 9,64 | 551 | 13,14 | ||||
| 2026-02-04 | 13F | JSF Financial, LLC | 165.933 | -2,78 | 9.836 | 0,19 | ||||
| 2026-01-23 | 13F | Fifth Third Securities, Inc. | 9.901 | -12,64 | 587 | -9,98 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 34.655 | 29,29 | 2.054 | 33,29 | ||||
| 2026-02-06 | 13F | Creative Financial Designs Inc /adv | 23.822 | 110,78 | 1.412 | 117,23 | ||||
| 2026-01-21 | 13F | Crews Bank & Trust | 1.750 | 0,00 | 104 | 3,00 | ||||
| 2026-02-13 | 13F | Magnolia Capital Advisors Llc | 31.134 | 1.846 | ||||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 718.253 | -0,75 | 42.578 | 2,29 | ||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 648 | 38 | ||||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 280.299 | 16.616 | ||||||
| 2026-01-26 | 13F | Main Street Group, LTD | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 2.236 | 6,73 | 133 | 10,00 | ||||
| 2026-01-23 | 13F | Transcend Wealth Collective, Llc | 80.071 | -1,35 | 4.747 | 1,67 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 253.606 | 26,37 | 15.034 | 30,23 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 5.070 | 0,00 | 301 | 3,09 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 18.787 | 5,23 | 1.114 | 8,48 | ||||
| 2026-03-11 | 13F | Green Ridge Wealth Planning LLC | 215.624 | 12.782 | ||||||
| 2026-02-13 | 13F | McAdam, LLC | 39.947 | -3,99 | 2.368 | -1,04 | ||||
| 2026-02-17 | 13F | National Asset Management, Inc. | 4.518 | 0,02 | 268 | 3,09 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 163.906 | 17,98 | 9.716 | 20,44 | ||||
| 2026-02-13 | 13F | Truvestments Capital Llc | 68.032 | -6,30 | 4.033 | -3,45 | ||||
| 2026-01-23 | 13F | Guidance Capital, Inc | 4.875 | 284 | ||||||
| 2026-02-12 | 13F | Elevation Wealth Management LLC | 4.783 | 284 | ||||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 1.580 | 0,00 | 94 | 2,20 | ||||
| 2026-02-27 | 13F | Arwa Llc | 5.235 | 310 | ||||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 36.346 | 5,93 | 2.155 | 9,17 | ||||
| 2025-10-20 | 13F | Bricktown Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | KPP Advisory Services LLC | 161.093 | 14,13 | 9.550 | 17,63 | ||||
| 2026-02-04 | 13F | Birchbrook, Inc. | 450 | 27 | ||||||
| 2026-02-17 | 13F | Capital Wealth Alliance, LLC | 19.510 | 3,97 | 1.146 | 6,12 | ||||
| 2026-02-13 | 13F | University Of Texas/texas Am Investment Managment Co | 6.863 | 0,00 | 407 | 3,05 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 1.717.253 | -25,21 | 101.686 | -23,03 | ||||
| 2026-01-23 | 13F | Summit Financial Consulting LLC | 53.979 | 11,24 | 3.200 | 14,62 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 20.530 | 7,59 | 1.224 | 12,09 | ||||
| 2026-01-07 | 13F | CWA Asset Management Group, LLC | 4.354 | 258 | ||||||
| 2026-01-07 | 13F | Cyndeo Wealth Partners, LLC | 15.142 | -0,43 | 898 | 2,63 | ||||
| 2025-10-03 | 13F | Smallwood Wealth Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Essex Savings Bank | 8.324 | 10,22 | 493 | 13,59 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 23.191 | 0,88 | 1.375 | 3,93 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 10.644 | -1,17 | 631 | 1,78 | ||||
| 2026-01-29 | 13F | Compass Ion Advisors, LLC | 37.208 | 10,33 | 2.206 | 13,72 | ||||
| 2026-02-09 | 13F | MTM Investment Management, LLC | 1.346 | 0,00 | 80 | 2,60 | ||||
| 2026-02-10 | 13F | Essex Financial Services, Inc. | 3.847 | -2,11 | 228 | 0,88 | ||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 38.554 | 91,61 | 2.285 | 97,49 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 51.760 | -11,08 | 3.068 | -8,36 | ||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 372 | -8,15 | 22 | -4,35 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 600 | 0,00 | 36 | 2,94 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Cyr Financial Inc. | 230.937 | -5,06 | 13.690 | -2,16 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 1.032.625 | -0,82 | 61.214 | 2,22 | ||||
| 2026-02-17 | 13F | Gotham Asset Management, LLC | 105.818 | 0,00 | 6.273 | 3,06 | ||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | 3.750 | 0,97 | 222 | 4,23 | ||||
| 2026-01-14 | 13F | Southland Equity Partners LLC | 4.639 | 275 | ||||||
| 2026-01-20 | 13F | Signaturefd, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | One Capital Management, LLC | 242.124 | 1,49 | 14.353 | 4,59 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 229 | 0,00 | 14 | 0,00 | ||||
| 2026-01-05 | 13F | Coastline Trust Co | 12.406 | 735 | ||||||
| 2026-01-12 | 13F | Archer Investment Management, LLC | 36.513 | 2.164 | ||||||
| 2026-02-06 | 13F | Seros Financial, LLC | 161.359 | 18,53 | 9.565 | 22,16 | ||||
| 2026-02-10 | 13F | WCG Wealth Advisors LLC | 13.196 | 782 | ||||||
| 2026-02-17 | 13F | Stony Point Wealth Management Inc. | 16.592 | 0,70 | 984 | 3,80 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 224.415 | 108,92 | 13 | 116,67 | ||||
| 2026-01-22 | 13F | Triad Wealth Partners, LLC | 5.732 | 14,37 | 340 | 17,71 | ||||
| 2026-02-05 | 13F | Sequent Planning LLC | 22.819 | 10,07 | 1.353 | 13,42 | ||||
| 2026-02-10 | 13F | Tidemark, LLC | 26 | 0,00 | 2 | 0,00 | ||||
| 2026-02-11 | 13F | Deutsche Bank Ag\ | 451 | 27 | ||||||
| 2026-02-13 | 13F | Ackerman Asset Management, LLC | 80.835 | 0,00 | 4.792 | 3,05 | ||||
| 2026-01-07 | 13F | Magnus Financial Group LLC | 12.534 | 6,45 | 743 | 9,75 | ||||
| 2026-01-27 | 13F | Regions Financial Corp | 4.192 | 249 | ||||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 16.900 | 60,46 | 1.002 | 65,45 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 125 | 0,00 | 7 | 0,00 | ||||
| 2025-11-05 | 13F | Moloney Securities Asset Management, LLC | 10.397 | 9,30 | 598 | 20,81 | ||||
| 2026-01-26 | 13F | Quattro Financial Advisors Llc | 468.345 | -0,71 | 27.763 | 2,33 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 20 | 0,00 | 1 | 0,00 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 21.624 | 0,68 | 1.282 | 3,72 | ||||
| 2026-01-27 | 13F | Global Financial Private Client, LLC | 8.278 | 0,57 | 491 | 3,59 | ||||
| 2026-02-05 | 13F | PCG Wealth Advisors, LLC | 35.983 | 25,31 | 2.133 | 29,19 | ||||
| 2026-01-29 | 13F | Nbc Securities, Inc. | 34.700 | 1,09 | 2.057 | 4,20 | ||||
| 2026-03-05 | 13F | Bush Investment Group, Llc | 64.332 | 1,78 | 3.814 | 4,90 | ||||
| 2026-01-12 | 13F | Lee Johnson Capital Management, Llc | 9.662 | 1,18 | 573 | 4,19 | ||||
| 2026-01-15 | 13F | Stewardship Advisors, LLC | 4.338 | 257 | ||||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 2 | 0 | ||||||
| 2026-02-11 | 13F | MCF Advisors LLC | 15 | -96,80 | 1 | -100,00 | ||||
| 2026-01-26 | 13F | Patriot Financial Group Insurance Agency, LLC | 46.458 | 20,06 | 2.754 | 23,78 | ||||
| 2026-02-02 | 13F | MN Wealth Advisors, LLC | 18.711 | 6,48 | 1.109 | 9,80 | ||||
| 2026-02-04 | 13F | Centric Wealth Management | 3.780 | 0,00 | 224 | -0,88 | ||||
| 2026-02-10 | 13F | Baker Avenue Asset Management, LP | 11.755 | 4,92 | 697 | 8,07 | ||||
| 2026-01-09 | 13F | Capital CS Group, LLC | 29.233 | 2,27 | 1.733 | 5,35 | ||||
| 2026-01-12 | 13F | Traynor Capital Management, Inc. | 6.506 | 5,11 | 386 | 8,15 | ||||
| 2026-01-27 | 13F | Horst & Graben Wealth Management LLC | 421.968 | 4,36 | 25.021 | 7,58 | ||||
| 2026-01-28 | 13F | Kingswood Wealth Advisors, Llc | 5.531 | 4,89 | 328 | 7,92 | ||||
| 2026-01-21 | 13F | Capital Advisors, Ltd. LLC | 19.880 | 1 | ||||||
| 2026-01-16 | 13F | Tempus Wealth Planning, LLC | 20.506 | 19,26 | 1.216 | 22,85 | ||||
| 2026-02-09 | 13F | William Mack & Associates, Inc. | 3.706 | 0,00 | 220 | 2,82 | ||||
| 2026-02-02 | 13F | Holistic Planning, LLC | 5.910 | -6,09 | 350 | -3,05 | ||||
| 2026-01-08 | 13F | Hutchens & Kramer Investment Management Group, LLC | 69.054 | -7,04 | 4.094 | -4,19 | ||||
| 2026-02-05 | 13F | Cdm Financial Counseling Services, Inc. | 6.500 | 385 | ||||||
| 2026-02-12 | 13F | M1 Capital Management LLC | 87.813 | 22,25 | 5.206 | 26,00 | ||||
| 2026-02-12 | 13F | Laurel Oak Wealth Management, Llc | 5.606 | 332 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 48.415 | 12,70 | 2.870 | 16,19 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 766.097 | 17,03 | 45.414 | 20,61 | ||||
| 2026-01-12 | 13F | National Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Western Financial Corp/CA | 4.400 | 261 | ||||||
| 2026-01-29 | 13F | UBS Group AG | 1.860.745 | -3,30 | 110.305 | -0,34 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 716.980 | 6,33 | 42.503 | 9,58 | ||||
| 2026-02-02 | 13F | Chung Wu Investment Group, LLC | 200 | 0,00 | 12 | 0,00 | ||||
| 2026-01-23 | 13F | KG&L Capital Management,LLC | 19.883 | 2,25 | 1.179 | 5,37 | ||||
| 2026-01-14 | 13F | ORG Wealth Partners, LLC | 372 | 0,00 | 22 | 4,76 | ||||
| 2026-02-13 | 13F | Luminist Capital LLC | 1.095 | 0,00 | 65 | 1,59 | ||||
| 2026-01-27 | 13F | Fortis Capital Advisors, LLC | 15.141 | 0,26 | 898 | 3,34 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 98.999 | 1,76 | 5.869 | 4,86 | ||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 164 | 10 | ||||||
| 2026-01-13 | 13F | Well Done, LLC | 5.712 | 0,00 | 339 | 3,05 | ||||
| 2026-02-10 | 13F | Oxford Wealth Group, LLC | 211.348 | 12.529 | ||||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 3.841.051 | 1,44 | 227.698 | 4,54 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 17.002 | 77,70 | 978 | 96,18 | ||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 21 | 0,00 | 1 | 0,00 | ||||
| 2026-02-05 | 13F | Pacific Sun Financial Corp | 4.037 | -0,05 | 239 | 3,02 | ||||
| 2026-02-13 | 13F | Alchemi Wealth, LLC | 6.335 | 376 | ||||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 862.918 | 10,48 | 51.154 | 13,86 | ||||
| 2026-01-13 | 13F | Synergy Financial Management, LLC | 6.450 | -66,83 | 382 | -63,55 | ||||
| 2026-02-11 | 13F | Waddell & Associates, Llc | 5.085 | 0,00 | 301 | 3,08 | ||||
| 2025-10-27 | 13F | Belvedere Trading LLC | Put | 0 | -100,00 | 0 | ||||
| 2026-02-13 | 13F | Wealth Alliance | 3.850 | -58,23 | 228 | -56,98 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 3.812.317 | 1,40 | 225.994 | 4,50 | ||||
| 2025-10-27 | 13F | Belvedere Trading LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Novus Advisors, Llc | 3.547 | 210 | ||||||
| 2026-02-10 | 13F | KERR FINANCIAL PLANNING Corp | 52 | 100,00 | 3 | 200,00 | ||||
| 2026-01-12 | 13F | DAVENPORT & Co LLC | 7.255 | 3,60 | 430 | 6,97 | ||||
| 2026-02-04 | 13F | Independent Advisor Alliance | 12.647 | 247,45 | 750 | 258,37 | ||||
| 2026-02-12 | 13F | IFC & Insurance Marketing, Inc. | 80.280 | 5 | ||||||
| 2026-01-14 | 13F | Wealthcare Advisory Partners LLC | 21.604 | 10,25 | 1.281 | 13,58 | ||||
| 2026-02-14 | 13F | POM Investment Strategies, LLC | 258.095 | 4,58 | 15.300 | 7,78 | ||||
| 2026-01-09 | 13F | FOCUS Wealth Advisors, LLC | 10.920 | 0,00 | 647 | 3,03 | ||||
| 2026-02-13 | 13F | Kane Investment Management, Inc. | 26.934 | 9,29 | 1.597 | 12,63 | ||||
| 2026-02-12 | 13F | Compass Capital Corp /ma/ /adv | 3.877 | 5,10 | 227 | 3,18 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 3.848 | -1,51 | 228 | 1,79 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 5.704 | -89,53 | 338 | -89,22 | ||||
| 2026-01-14 | 13F | Centurion Wealth Management LLC | 5.460 | 324 | ||||||
| 2026-01-21 | 13F | Snider Financial Group | 21.029 | 10,13 | 1.247 | 13,48 | ||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 5.045 | 299 | ||||||
| 2026-02-09 | 13F | Goodwin Investment Advisory | 33.660 | 0,00 | 1.995 | 3,05 | ||||
| 2026-02-10 | 13F | ShoreHaven Wealth Partners, LLC | 231.285 | 2,42 | 13.711 | 5,55 | ||||
| 2026-03-05 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 3.442 | 204 | ||||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 19.746 | -3,03 | 1.171 | -0,09 | ||||
| 2025-11-18 | 13F | Apexium Financial, Lp | 560.842 | 0,96 | 32.260 | 11,46 | ||||
| 2026-02-03 | 13F | Eclectic Associates Inc /adv | 3.640 | 0,00 | 216 | 2,87 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Fairview Capital Investment Management, Llc | 5.000 | 0,00 | 296 | 3,14 | ||||
| 2026-02-12 | 13F | LWM Advisory Services, LLC | 42.215 | -1,32 | 2.503 | 1,71 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 135.602 | -1,31 | 8.038 | 1,71 | ||||
| 2025-10-28 | 13F | Pinnacle Financial Partners Inc | 7.576 | -14,15 | 436 | -5,23 | ||||
| 2026-02-09 | 13F | Firestone Capital Management | 3.406 | 202 | ||||||
| 2026-02-09 | 13F | Prospera Financial Services Inc | 8.703 | 17,15 | 516 | 20,84 | ||||
| 2026-02-10 | 13F | Newport Capital Group, LLC | 6.500 | 3.173 | ||||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 58.082 | 5,98 | 2.976 | -5,58 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 17.425 | 30,40 | 1.033 | 34,38 | ||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 2.419.940 | 0,32 | 143.648 | 3,06 | ||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 5.931 | 0,00 | 352 | 2,93 | ||||
| 2025-10-27 | 13F | Smith Shellnut Wilson Llc /adv | 48.725 | 4,84 | 2.803 | 15,74 | ||||
| 2026-01-13 | 13F | Signal Advisors Wealth, LLC | 44.074 | 62,48 | 2.613 | 67,44 | ||||
| 2026-01-07 | 13F | Baring Financial LLC | 19.323 | 1.145 | ||||||
| 2026-02-11 | 13F | First Command Advisory Services, Inc. | 50 | 3 | ||||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 320.335 | 3,88 | 18.993 | 7,08 | ||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 340.506 | -3,03 | 20.185 | -0,08 | ||||
| 2026-02-03 | 13F | Liberty Atlantic Advisors LLC | 7.937 | 471 | ||||||
| 2026-02-17 | 13F | Fmr Llc | 51.974 | 19,01 | 3.081 | 22,65 | ||||
| 2026-02-17 | 13F | Maripau Wealth Management Llc | 15.596 | -3,41 | 925 | -0,43 | ||||
| 2026-02-19 | 13F | Invesco Ltd. | 1.033.825 | -6,71 | 61.285 | -3,86 | ||||
| 2026-01-08 | 13F | Maridea Wealth Management LLC | 10.606 | -0,66 | 629 | 1,13 | ||||
| 2026-01-26 | 13F | Kelman-Lazarov, Inc. | 4.822 | 0,04 | 286 | 2,89 | ||||
| 2026-01-27 | 13F | Smith, Salley & Associates | 7.779 | 2,80 | 461 | 5,98 | ||||
| 2026-01-05 | 13F | Park Avenue Securities Llc | 183.724 | 5,32 | 11 | 0,00 | ||||
| 2026-02-13 | 13F | Alerus Financial Na | 75 | 4 | ||||||
| 2025-11-04 | 13F | Thrivent Financial For Lutherans | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Sovran Advisors, LLC | 9.499 | -1,99 | 560 | -3,29 | ||||
| 2026-01-20 | 13F | Ethos Financial Group, LLC | 169.922 | 440,74 | 10.073 | 457,39 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 38.143 | -5,53 | 2.261 | -2,63 | ||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Berbice Capital Management LLC | 215 | -65,54 | 13 | -65,71 | ||||
| 2026-01-21 | 13F | Ethos Capital Management, Inc. | 32.136 | 1.905 | ||||||
| 2026-02-17 | 13F | Garden State Investment Advisory Services LLC | 8.498 | 12,18 | 504 | 15,86 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 22.300 | -11,86 | 1.322 | -9,21 | |||
| 2026-02-02 | 13F | One Wealth Advisors, LLC | 343.632 | 5,15 | 20.370 | 8,36 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 177.294 | 42,18 | 10.510 | 46,54 | ||||
| 2026-02-12 | 13F | Burke & Herbert Bank & Trust Co | 3.595 | 0,00 | 213 | 3,40 | ||||
| 2026-01-21 | 13F | Mezzasalma Advisors, LLC | 8.411 | 0,00 | 497 | 2,90 | ||||
| 2026-01-22 | 13F | Demars Financial Group, LLC | 795.098 | 3,60 | 47.133 | 6,77 | ||||
| 2026-02-17 | 13F | Creative Planning | 29.154 | -12,91 | 1.728 | -10,23 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 26.797 | 53,55 | 1.589 | 58,33 | ||||
| 2026-01-23 | 13F | Valley National Advisers Inc | 83 | 0 | ||||||
| 2026-01-16 | 13F | Selective Wealth Management, Inc. | 10.809 | -3,25 | 637 | -1,40 | ||||
| 2026-01-27 | 13F | Institute for Wealth Management, LLC. | 50.048 | -3,28 | 2.967 | -0,34 | ||||
| 2026-02-02 | 13F | CX Institutional | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 2.479.520 | 0,37 | 146.986 | 3,44 | ||||
| 2026-02-06 | 13F | Great Diamond Partners, LLC | 18.199 | 0,97 | 1.079 | 4,05 | ||||
| 2025-11-05 | 13F | B.O.S.S. Retirement Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Key Client Fiduciary Advisors, LLC | 12.046 | -1,71 | 714 | 1,42 | ||||
| 2026-03-06 | 13F | Hsbc Holdings Plc | 25.800 | 1.529 | ||||||
| 2026-02-11 | 13F | Curtis Wealth Management Llc | 41.332 | 2.439 | ||||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 773 | -0,64 | 46 | 2,27 | ||||
| 2026-02-11 | 13F | Stonebrook Private Inc. | 352.065 | 20.870 | ||||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 21.967 | -3,83 | 1.302 | -0,84 | ||||
| 2026-01-22 | 13F | Columbia Advisory Partners Llc | 23.275 | -11,37 | 1.380 | -8,68 | ||||
| 2026-01-16 | 13F | Perigon Wealth Management, LLC | 22.874 | 0,09 | 1.356 | 3,12 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 394 | 23 | ||||||
| 2026-01-20 | 13F | Secure Asset Management, LLC | 7.691 | 12,15 | 456 | 15,19 | ||||
| 2026-02-02 | 13F | RIA Advisory Group LLC | 66.633 | -3,70 | 3.950 | -0,78 | ||||
| 2026-01-20 | 13F | Stratos Wealth Advisors, LLC | 142.321 | -3,85 | 8.437 | -0,92 | ||||
| 2026-02-04 | 13F | Horizon Wealth Management, LLC | 19.032 | 0,95 | 1.128 | 4,06 | ||||
| 2026-02-02 | 13F | Horizon Investments, LLC | 57 | -86,17 | 3 | -86,96 | ||||
| 2025-11-13 | 13F | GeoWealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Trilogy Capital Inc. | 9.868 | -12,47 | 585 | -9,88 | ||||
| 2026-01-20 | 13F | Ntv Asset Management Llc | 33.784 | -1,09 | 2.003 | 1,93 | ||||
| 2026-01-27 | 13F | Darrow Company, Inc. | 8.436 | 0,00 | 500 | 2,67 | ||||
| 2026-02-06 | 13F | Lloyd Advisory Services, LLC. | 1.961 | 116 | ||||||
| 2025-10-30 | 13F | Traub Capital Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Penserra Capital Management LLC | 55.557 | 3 | ||||||
| 2026-02-09 | 13F | Summit Asset Management, LLC | 13.090 | 0,00 | 776 | 3,06 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 24.589 | 501,64 | 1.458 | 520,00 | ||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 3.630 | 0,00 | 0 | |||||
| 2026-01-23 | 13F | Valley Brook Capital Group, Inc. | 7.815 | 7,05 | 463 | 10,50 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 114.461 | 21,88 | 6.785 | 25,62 | ||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 21.530 | 7,49 | 1.276 | 10,76 | ||||
| 2025-12-09 | 13F | Painted Porch Advisors LLC | 146 | 3,55 | 8 | 14,29 | ||||
| 2026-02-03 | 13F | Washington Trust Advisors, Inc. | 3.300 | 0,00 | 196 | 3,17 | ||||
| 2026-02-06 | 13F | Fortis Group Advisors, LLC | 72.417 | -4,38 | 4.273 | -5,80 | ||||
| 2026-02-04 | 13F | Rollins Financial Advisors, LLC | 9.247 | 29,84 | 548 | 33,99 | ||||
| 2026-02-17 | 13F | Pacific Financial Group Inc | 4.427 | 262 | ||||||
| 2026-02-12 | 13F | JT Stratford LLC | 4.942 | 293 | ||||||
| 2025-11-06 | 13F | Metis Global Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Colony Group, LLC | 68.636 | 9,77 | 4.069 | 13,13 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 11.718 | -19,52 | 695 | -17,08 | ||||
| 2026-01-05 | 13F | GoalVest Advisory LLC | 5.230 | 310 | ||||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 3.183 | 38,33 | 189 | 42,42 | ||||
| 2026-02-05 | 13F | Soltis Investment Advisors LLC | 5.754 | -2,03 | 341 | 1,19 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 383.897 | 1,94 | 22.757 | 5,06 | ||||
| 2026-02-06 | 13F | Cedar Wealth Management, LLC | 567.653 | 4,79 | 33.650 | 8,00 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 39.944 | 54,77 | 2.368 | 59,50 | ||||
| 2026-01-15 | 13F | Brookstone Capital Management | 35.256 | 7,12 | 2.090 | 10,41 | ||||
| 2026-02-10 | 13F | Beto Financial Group, Llc | 12.021 | 713 | ||||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 29.120 | -1,65 | 1.726 | 1,35 | ||||
| 2026-03-03 | 13F | NWF Advisory Services Inc. | 12.451 | 0,03 | 738 | 3,22 | ||||
| 2026-01-21 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Embree Financial Group | 5.406 | -1,91 | 320 | 0,95 | ||||
| 2026-01-20 | 13F | Jackson Wealth Management, LLC | 143.580 | 1,10 | 8.511 | 4,19 | ||||
| 2026-01-29 | 13F | Facet Wealth, Inc. | 4.091 | 243 | ||||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 1.074.337 | -0,50 | 63.687 | 2,55 | ||||
| 2026-02-12 | 13F | Johnson Financial Group, Inc. | 2.017.792 | -1,37 | 119.615 | 1,65 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 214.224 | 32,17 | 13 | 33,33 | ||||
| 2026-02-17 | 13F | Millennium Management Llc | 10.202 | 605 | ||||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 115 | 0,00 | 7 | 0,00 | ||||
| 2026-02-09 | 13F | Leavell Investment Management, Inc. | 97.398 | 13,43 | 5.774 | 16,89 | ||||
| 2026-01-06 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 25.886 | -3,69 | 1.529 | -0,78 | ||||
| 2026-02-10 | 13F | WealthTrak Capital Management LLC | 61.626 | 34,08 | 3.653 | 38,21 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Call | 15.500 | -16,22 | 919 | -13,72 | |||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 15 | 0 | ||||||
| 2026-01-07 | 13F | Sovereign Financial Group, Inc. | 4.229 | 251 | ||||||
| 2026-01-16 | 13F | Catalina Capital Group, LLC | 24.709 | 44,51 | 1.465 | 48,93 | ||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 24.431 | 0,49 | 1.448 | 3,58 | ||||
| 2026-01-13 | 13F | Team Financial Group, LLC | 1.131 | 50,60 | 67 | 55,81 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 1.498 | -48,34 | 89 | -33,83 | ||||
| 2026-01-26 | 13F | Independent Wealth Network Inc. | 3.587 | 213 | ||||||
| 2026-02-17 | 13F | Engineers Gate Manager LP | 16.646 | 987 | ||||||
| 2026-01-15 | 13F | Burns Matteson Capital Management, LLC | 4.170 | 0,00 | 247 | 3,35 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 6.977.609 | 2,11 | 413.633 | 5,24 | ||||
| 2026-02-11 | 13F | Comprehensive Financial Planning, Inc./PA | 94.841 | 2,90 | 5.622 | 6,06 | ||||
| 2026-02-13 | 13F | Maia Wealth LLC | 137.611 | -18,36 | 7.877 | -21,68 | ||||
| 2026-02-10 | 13F | Winthrop Capital Management, LLC | 1.200 | 0,00 | 0 | |||||
| 2026-01-30 | 13F | Archer Investment Corp | 1.234 | -1,20 | 73 | 2,82 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 242.488 | 1,56 | 14.375 | 4,67 | ||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 5.730 | 13,42 | 340 | 16,90 | ||||
| 2026-02-10 | 13F | Evolution Wealth Management Inc. | 16.567 | -7,89 | 982 | -5,03 | ||||
| 2026-01-21 | 13F | Sutton Place Investors Llc | 36.928 | -1,48 | 2.189 | 1,53 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 30.214 | 4,34 | 1.791 | 7,57 | ||||
| 2026-02-10 | 13F | Meitav Dash Investments Ltd | 10.228 | 606 | ||||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Cambria Investment Management, L.P. | 52.112 | -64,21 | 3.089 | -63,11 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 84.223 | 0,80 | 4.993 | 3,89 | ||||
| 2026-02-13 | 13F | Johnson Investment Counsel Inc | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Wolverine Trading, Llc | Call | 8.000 | 458 | |||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 12.518 | 742 | ||||||
| 2026-02-13 | 13F | MAI Capital Management | 513 | 0,20 | 30 | 3,45 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 886.879 | -1,09 | 52.574 | 1,94 | ||||
| 2026-01-16 | 13F | Formidable Asset Management, LLC | 4.915 | -7,61 | 283 | 1,81 | ||||
| 2025-11-13 | 13F | Marshall Wace, Llp | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Caitlin John, LLC | 1.551 | -4,79 | 92 | -2,15 | ||||
| 2026-02-02 | 13F | Oak Harbor Wealth Partners, Llc | 268 | 16 | ||||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 4.000 | -7,54 | 237 | -4,44 | ||||
| 2026-01-12 | 13F | Seacrest Wealth Management, Llc | 3.682 | 219 | ||||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Put | 0 | -100,00 | 0 | ||||
| 2026-02-02 | 13F | Aurora Private Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | JNBA Financial Advisors | 1.250 | 0,00 | 74 | 4,23 | ||||
| 2026-02-17 | 13F | Pinnacle Financial Partners, Inc. | 16.926 | 1.003 | ||||||
| 2026-01-09 | 13F | Silverlake Wealth Management Llc | 4.265 | 19,64 | 253 | 22,93 | ||||
| 2026-02-06 | 13F | Evoke Wealth, Llc | 14.342 | 260,35 | 850 | 272,81 | ||||
| 2026-02-05 | 13F | Sapient Capital Llc | 40.183 | -8,47 | 2.390 | -5,16 | ||||
| 2026-02-11 | 13F | Marks Group Wealth Management, Inc | 13.099 | 777 | ||||||
| 2025-11-14 | 13F | D. E. Shaw & Co., Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Parkway Wealth Management Group, LLC | 14.650 | 868 | ||||||
| 2026-01-21 | 13F | Y.D. More Investments Ltd | 460 | 0,00 | 27 | 3,85 | ||||
| 2026-01-26 | 13F | XY Planning Network, Inc. | 33.263 | 1.972 | ||||||
| 2026-02-04 | 13F | Colonial River Wealth Management, LLC | 31.104 | 3,32 | 1.844 | 6,47 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 332.338 | -0,16 | 19.701 | 2,89 | ||||
| 2026-01-20 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 668.465 | 22,99 | 39.627 | 26,75 | ||||
| 2026-01-29 | 13F | Alexis Investment Partners, LLC | 2.860 | 0,00 | 170 | 3,05 | ||||
| 2026-02-11 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | StoneX Group Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Core Wealth Advisors, Inc. | 368.872 | 0,17 | 21.867 | 3,23 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 420 | 526,87 | 25 | 700,00 | ||||
| 2025-11-05 | 13F | Fullcircle Wealth Llc | 26.913 | 119,91 | 1.596 | 143,14 | ||||
| 2026-01-12 | 13F | Focus Financial Network, Inc. | 90.812 | 6,45 | 5.383 | 9,72 | ||||
| 2026-01-13 | 13F | Mather Group, Llc. | 16.120 | 0,00 | 956 | 3,02 | ||||
| 2026-02-13 | 13F | Barclays Plc | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Bokf, Na | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 1.250.287 | -0,81 | 72.577 | 0,10 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 15.663 | 929 | ||||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 358.333 | -0,43 | 21 | 5,00 | ||||
| 2025-11-06 | 13F | Savvy Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | RM Financial Services, LLC | 30.425 | 1.804 | ||||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 3.060 | 0,00 | 181 | 2,84 | ||||
| 2026-02-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 21.296 | 4,71 | 1 | 0,00 | ||||
| 2025-11-14 | 13F | Eqis Capital Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 15.165 | -5,80 | 899 | -2,92 | ||||
| 2026-02-13 | 13F | Missouri Trust & Investment Co | 4.050 | 240 | ||||||
| 2026-02-17 | 13F | Tudor Investment Corp Et Al | 26.031 | -85,60 | 1.543 | -85,16 | ||||
| 2026-01-12 | 13F | Ffg Retirement Advisors Llc | 84.754 | 42,62 | 5.024 | 46,99 | ||||
| 2026-01-15 | 13F | Allspring Global Investments Holdings, LLC | 9.600 | 26,32 | 571 | 30,66 | ||||
| 2026-02-06 | 13F | Daviman Financial, LLC | 147.367 | 8.736 | ||||||
| 2026-02-13 | 13F | Kcm Investment Advisors Llc | 59.775 | 0,00 | 3.543 | 3,05 | ||||
| 2025-10-29 | 13F | Royal Fund Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Global Strategic Investment Solutions, LLC | 10.073 | 0,14 | 597 | 3,29 | ||||
| 2026-02-17 | 13F | Minichmacgregor Wealth Management, Llc | 4.665 | -12,30 | 277 | -9,51 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Northern Trust Corp | 5.302 | 10,41 | 314 | 13,77 | ||||
| 2026-01-07 | 13F | Massmutual Trust Co Fsb/adv | 8.914 | 0,00 | 528 | 3,13 | ||||
| 2026-02-10 | 13F | Soundwatch Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 923 | -6,10 | 55 | -3,57 | ||||
| 2026-01-23 | 13F | DHJJ Financial Advisors, Ltd. | 145 | 0,00 | 9 | 0,00 | ||||
| 2026-01-12 | 13F | McNaughton Wealth Management, LLC | 166.928 | 4,85 | 9.896 | 8,06 | ||||
| 2026-02-11 | 13F | Group One Trading, L.p. | 507 | -31,11 | 30 | -28,57 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 306.782 | 21,97 | 18.186 | 25,70 | ||||
| 2026-02-17 | 13F | Summit Trail Advisors, Llc | 4.530 | -0,66 | 269 | 2,29 | ||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 36.094 | -2,41 | 2.140 | 0,56 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 38.200 | -70,36 | 2.264 | -69,46 | ||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 521.774 | 4,96 | 30.931 | 8,17 | ||||
| 2026-01-29 | 13F | Concord Wealth Partners | 759 | 0,00 | 45 | 2,33 | ||||
| 2026-02-02 | 13F | Vantage Point Financial LLC | 29.577 | -2,65 | 1.753 | 0,34 | ||||
| 2026-01-30 | 13F | North Star Investment Management Corp. | 13.458 | 0,01 | 798 | 2,97 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 17.890 | 44,92 | 1.061 | 49,30 | ||||
| 2026-02-04 | 13F | Life Line Wealth Management Llc | 3.544 | 0,34 | 210 | 3,45 | ||||
| 2026-02-06 | 13F | Keystone Financial Group | 287.094 | 4,18 | 17.019 | 7,36 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 3.200 | -10,14 | 190 | -7,35 | ||||
| 2026-02-10 | 13F | Murphy & Mullick Capital Management Corp | 300 | 50,00 | 18 | 54,55 | ||||
| 2026-02-12 | 13F | DRW Securities, LLC | 6.150 | 0,00 | 365 | 3,70 | ||||
| 2026-02-17 | 13F | Two Sigma Investments, Lp | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Retirement Planning Group, Llc / Ny | 9.782 | 5,50 | 580 | 8,63 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 11.554.356 | 8,01 | 684.942 | 11,31 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 56.935 | -14,15 | 3.375 | -11,51 | ||||
| 2026-02-24 | 13F | DGS Capital Management, LLC | 3.688 | -1,13 | 219 | 1,87 | ||||
| 2026-02-02 | 13F | Mcdonald Partners Llc | 0 | -100,00 | 0 | |||||
| 2025-09-26 | 13F | Capital A Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | Cadent Capital Advisors, LLC | 9.448 | 4,33 | 560 | 7,69 | ||||
| 2026-02-02 | 13F | Oppenheimer & Co Inc | 72.704 | 28,65 | 4.310 | 32,58 | ||||
| 2026-01-26 | 13F | Keystone Wealth Services, LLC | 20.819 | -2,70 | 1.234 | 0,33 | ||||
| 2026-02-12 | 13F | Empower Advisory Group, LLC | 13.362 | -5,62 | 792 | -2,70 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 159.380 | 53,83 | 9.448 | 58,55 | ||||
| 2026-01-23 | 13F | U.S. Capital Wealth Advisors, LLC | 95.898 | -40,88 | 5.685 | -39,08 | ||||
| 2026-01-29 | 13F | High Point Wealth Management, LLC | 2.035 | 121 | ||||||
| 2026-01-27 | 13F | Portus Wealth Advisors, LLC | 49.758 | 1,44 | 2.950 | 4,54 | ||||
| 2026-02-10 | 13F | Syntegra Private Wealth Group, LLC | 7.960 | 0,24 | 472 | 3,29 | ||||
| 2026-02-19 | 13F | Mcguire Capital Advisors Inc | 57 | 3 | ||||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 1.504 | -14,20 | 87 | -5,49 | ||||
| 2026-02-17 | 13F | OmniStar Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Citigroup Inc | 429.991 | 17,01 | 25.490 | 20,59 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 2.729.485 | -5,91 | 161.804 | -3,03 | ||||
| 2026-01-16 | 13F | Matauro, Llc | 3.832 | 0,18 | 227 | 3,18 | ||||
| 2026-02-03 | 13F | Milestone Asset Management Group, LLC | 44.961 | -1,65 | 2.665 | 1,37 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 38.230 | 15,83 | 2.266 | 19,39 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 81.582 | -18,72 | 4.836 | -16,23 | ||||
| 2026-02-10 | 13F | CFS Investment Advisory Services, LLC | 308.147 | 1,91 | 18.267 | 2,94 | ||||
| 2026-01-26 | 13F | Nations Financial Group Inc, /ia/ /adv | 30.893 | -9,28 | 1.831 | -6,49 | ||||
| 2026-02-09 | 13F | King Luther Capital Management Corp | 237 | 3,04 | ||||||
| 2026-01-14 | 13F | Game Plan Financial Advisors, LLC | 4.865 | 0,00 | 288 | 3,23 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 625.297 | 9,72 | 37.068 | 13,81 | ||||
| 2026-01-14 | 13F | Emergent Wealth Advisors, LLC | 18.367 | 41,67 | 1.089 | 46,04 | ||||
| 2026-02-09 | 13F | Prairie Wealth Advisors, Inc. | 0 | -100,00 | 240 | 3,45 | ||||
| 2025-10-27 | 13F | Obermeyer Wood Investment Counsel, Lllp | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Citadel Advisors Llc | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-01-27 | 13F | Davies Financial Advisors, Inc. | 16.940 | -9,22 | 1.004 | -6,43 | ||||
| 2026-01-22 | 13F | Ransom Advisory, Ltd | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Avant Capital LLC | 14.042 | 4,01 | 832 | 7,22 | ||||
| 2026-02-17 | 13F | Scarborough Advisors, LLC | 287 | 0,00 | 17 | 6,25 | ||||
| 2026-02-13 | 13F | Lifeworks Advisors, LLC | 3.903 | -3,30 | 231 | -0,43 | ||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 45.265 | -15,33 | 2.683 | -12,75 | ||||
| 2026-01-27 | 13F | Latitude Advisors, LLC | 7.986 | 473 | ||||||
| 2026-01-15 | 13F | Cassilly Financial Group LLC | 29.011 | 1.720 | ||||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 32.150 | 0,66 | 1.906 | 3,70 | ||||
| 2026-02-13 | 13F | Goldstone Financial Group, LLC | 14.581 | 864 | ||||||
| 2026-01-23 | 13F | Curtis Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Sowell Financial Services LLC | 57.904 | 1,08 | 3.433 | 4,16 | ||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 271.431 | -1,61 | 16.090 | 1,41 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 202.337 | 29,68 | 11.995 | 33,65 | ||||
| 2026-02-05 | 13F | PAX Financial Group, LLC | 93.415 | -0,70 | 5.538 | 2,35 | ||||
| 2026-01-22 | 13F | Weaver Capital Management LLC | 47 | -20,34 | 3 | -33,33 | ||||
| 2026-01-29 | 13F | OMNI 360 Wealth, Inc. | 35.510 | 138,63 | 2.094 | 144,91 | ||||
| 2026-02-11 | 13F | Flagship Wealth Advisors, Llc | 100.195 | 75,97 | 5.940 | 81,34 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 560.799 | 1.359,50 | 33.244 | 1.404,25 | ||||
| 2026-01-06 | 13F | RDA Financial Network | 33.322 | -9,31 | 1.975 | -6,53 | ||||
| 2026-01-26 | 13F | Mirae Asset Global Investments Co., Ltd. | 351.000 | -4,88 | 20.807 | -1,96 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 359.751 | -14,41 | 21.326 | 88.758,33 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 107.683 | 0,00 | 6.383 | 3,07 | ||||
| 2026-02-06 | 13F | Associated Banc-corp | 6.219 | 36,95 | 369 | 41,00 | ||||
| 2026-02-09 | 13F | MSH Capital Advisors LLC | 16.899 | 11,94 | 1.002 | 15,32 | ||||
| 2026-01-21 | 13F | Future Financial Wealth Managment LLC | 4.576 | -15,88 | 263 | -16,03 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 3.734 | 0,51 | 221 | 3,76 | ||||
| 2025-11-10 | 13F | Choate Investment Advisors | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Steffes Financial, Ltd. | 3.824 | 227 | ||||||
| 2026-01-26 | 13F | United Advisor Group, LLC | 13.166 | -1,50 | 780 | 1,56 | ||||
| 2026-01-29 | 13F | Segment Wealth Management, LLC | 294.637 | -0,22 | 17.466 | 2,83 | ||||
| 2026-02-13 | 13F | Wilkerson Advisory Group LLC | 10.095 | 598 | ||||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 6.726 | -60,44 | 399 | -59,26 | ||||
| 2026-01-30 | 13F | Jackson Hole Capital Partners, LLC | 118 | 0,00 | 7 | 0,00 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 573.072 | 33.972 | ||||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 15.136 | -24,25 | 897 | -21,93 | ||||
| 2026-02-10 | 13F | Redwood Financial Network Corp | 3.630 | 0,00 | 215 | 3,37 | ||||
| 2025-11-04 | 13F | Pineridge Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | EPG Wealth Management LLC | 690 | 0,00 | 41 | 2,56 | ||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 80.409 | -7,54 | 4.625 | 2,10 | ||||
| 2026-02-04 | 13F | Nwam Llc | 15.273 | -52,22 | 901 | -51,53 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 2.188 | 130 | ||||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 8.890 | -8,67 | 527 | -5,90 | ||||
| 2026-02-03 | 13F | Foronjy Financial Llc | 62.890 | -8,31 | 3.728 | -5,50 | ||||
| 2026-02-17 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 252.643 | 34,19 | 14.977 | 38,30 | ||||
| 2026-02-04 | 13F | Tsfg, Llc | 246.889 | 19,37 | 15 | 27,27 | ||||
| 2026-02-10 | 13F | Fortis Advisors, LLC | 4.488 | 0,16 | 266 | 3,50 | ||||
| 2026-01-08 | 13F | Moller Financial Services | 25.450 | -29,91 | 1.509 | -27,78 | ||||
| 2026-01-28 | 13F | Caliber Wealth Management, LLC / KS | 11.536 | -0,42 | 684 | 2,55 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 34.560 | 2.049 | ||||||
| 2026-02-17 | 13F | Wealth Architects, LLC | 4.980 | 0,00 | 295 | 3,15 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 431.108 | -14,17 | 25.556 | -11,55 | ||||
| 2026-02-03 | 13F | Grimes & Company, Inc. | 5.823 | 16,48 | 345 | 20,21 | ||||
| 2026-03-12 | 13F | Bawa N Mallick Trust | 90.000 | 0,00 | 5.335 | 3,07 | ||||
| 2026-01-28 | 13F | Migdal Insurance & Financial Holdings Ltd. | 111.148 | 1.942,04 | 7 | |||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 6.493 | 18,27 | 385 | 21,14 | ||||
| 2026-02-13 | 13F | Y-Intercept (Hong Kong) Ltd | 11.474 | 680 | ||||||
| 2026-01-21 | 13F | Register Financial Advisors LLC | 1.770 | 0,00 | 105 | 2,97 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Americana Partners, LLC | 5.954 | 0,00 | 353 | 2,92 | ||||
| 2025-10-02 | 13F | Bank of New Hampshire | 6.320 | 0,00 | 364 | 10,33 | ||||
| 2026-02-10 | 13F | Allen Investment Management LLC | 61.636 | 0,00 | 3.654 | 3,05 | ||||
| 2026-02-11 | 13F | Insight Advisors, LLC/ PA | 10.950 | 2,35 | 649 | 5,53 | ||||
| 2026-01-08 | 13F | Wedmont Private Capital | 9.641 | 0,00 | 573 | 2,69 | ||||
| 2026-01-22 | 13F | Brookwood Investment Group LLC | 7.301 | 74,54 | 433 | 80,00 | ||||
| 2026-01-26 | 13F | Milestones Private Investment Advisors LLC | 20.533 | 4,53 | 1.217 | 7,79 | ||||
| 2026-01-22 | 13F | Fiduciary Alliance LLC | 6.695 | 15,87 | 397 | 19,28 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 9.359 | 0,00 | 555 | 2,97 | ||||
| 2026-01-27 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 5.181 | 0,00 | 307 | 3,02 | ||||
| 2026-01-09 | 13F | Carr Financial Group Corp | 7.573 | -1,53 | 449 | 1,36 | ||||
| 2026-01-12 | 13F | Lifelong Wealth Advisors, Inc. | 124.132 | 110,34 | 7.359 | 116,79 | ||||
| 2026-01-29 | 13F | UMA Financial Services, Inc. | 412.035 | 2,58 | 24.425 | 5,72 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 350 | 0,00 | 21 | 0,00 | ||||
| 2026-02-02 | 13F | Total Clarity Wealth Management, Inc. | 20.326 | 181,76 | 1.205 | 190,82 | ||||
| 2026-02-09 | 13F | Key FInancial Inc | 1.892 | 0,00 | 112 | 2,75 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 436.691 | 56,20 | 25.887 | 60,99 | ||||
| 2026-02-10 | 13F | New Republic Capital, LLC | 963 | 0,31 | 57 | 3,64 | ||||
| 2026-02-11 | 13F | Advocacy Wealth Management Services, LLC | 1.152.408 | 5,27 | 68.315 | 8,49 | ||||
| 2026-01-26 | 13F | Wbh Advisory Inc | 20.624 | -0,07 | 1.223 | 2,95 | ||||
| 2026-01-16 | 13F | Oregon Pacific Wealth Management, LLC | 3.617 | 214 | ||||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 367.306 | -14,72 | 21.774 | -12,11 | ||||
| 2026-02-12 | 13F | Somerset Group LLC | 5.000 | 0,00 | 297 | 3,48 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 56.030 | 443,03 | 3.321 | 460,03 | ||||
| 2026-01-06 | 13F | Fulcrum Equity Management | 17.832 | 28,58 | 1.057 | 32,62 | ||||
| 2026-02-03 | 13F | Cassaday & Co Wealth Management LLC | 6.557 | 8,88 | 389 | 12,14 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 161.932 | 21,42 | 9.599 | -93,15 | ||||
| 2026-02-13 | 13F | Capstone Wealth Management Group, Llc | 161.674 | -10,61 | 9.584 | -7,87 | ||||
| 2026-01-28 | 13F | Family Wealth Group, LLC | 26.330 | -2,33 | 1.561 | 0,65 | ||||
| 2026-01-26 | 13F | BCS Wealth Management | 5.900 | 350 | ||||||
| 2026-01-30 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | ELCO Management Co., LLC | 9.750 | 0,00 | 578 | 3,04 | ||||
| 2026-02-03 | 13F | Apeiron RIA LLC | 77.913 | -24,72 | 4.619 | -22,46 | ||||
| 2026-02-17 | 13F | Per Stirling Capital Management, LLC. | 7.498 | 40,54 | 444 | 45,10 | ||||
| 2026-02-03 | 13F | CGC Financial Services, LLC | 1.026 | 0,00 | 61 | 1,69 | ||||
| 2025-11-06 | 13F | LexAurum Advisors, LLC | 16.325 | 8,30 | 939 | 19,62 | ||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 23.261 | 6,03 | 1.379 | 9,28 | ||||
| 2026-01-15 | 13F | Founders Capital Management | 230 | 0,00 | 14 | 0,00 | ||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | S.A. Mason LLC | 2.600 | 0,00 | 154 | 3,36 | ||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 69.368 | -15,27 | 4.112 | -12,68 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 103.296 | 4,10 | 6.123 | 7,29 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 362.426 | 27,95 | 21.485 | 45,59 | ||||
| 2026-01-07 | 13F | Hilltop National Bank | 20.650 | 0,00 | 1.224 | 3,12 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 8.100 | -0,76 | 480 | 2,35 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 5.170 | 5,08 | 306 | 8,51 | ||||
| 2026-01-09 | 13F | First Heartland Consultants, Inc. | 12.425 | 5,12 | 737 | 8,39 | ||||
| 2026-01-26 | 13F | Elevation Capital Advisory, LLC | 161.707 | 26,05 | 9.586 | 29,91 | ||||
| 2026-01-29 | 13F | Hobbs Wealth Management, LLC | 157.257 | 1,25 | 9.322 | 4,35 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 11.326 | 0,05 | 675 | 3,69 | ||||
| 2025-11-12 | 13F | Duncan Williams Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-06 | 13F | Principle Wealth Partners Llc | 2.467.017 | -10,01 | 146.245 | -7,25 | ||||
| 2026-01-20 | 13F | Steel Peak Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 12.453 | -58,20 | 738 | -56,92 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Call | 4.800 | -34,25 | 285 | -32,22 | |||
| 2026-01-21 | 13F | Greenleaf Trust | 35.220 | 0,00 | 2.088 | 3,06 | ||||
| 2026-01-20 | 13F | Blue Rock Wealth Management LLC | 9.950 | 2,58 | 590 | 5,75 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 252.968 | -15,39 | 14.996 | -12,80 | ||||
| 2026-02-05 | 13F | BlueChip Wealth Advisors LLC | 6.363 | -17,42 | 377 | -14,90 | ||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 32.978 | 97,84 | 1.955 | 103,97 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 239 | 0,00 | 14 | 7,69 | ||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 9.265 | 10,10 | 549 | 13,43 | ||||
| 2026-02-17 | 13F | Gallagher Fiduciary Advisors, LLC | 58.705 | -8,39 | 3.480 | -5,56 | ||||
| 2026-02-10 | 13F | Spectrum Planning & Advisory Services Inc. | 10.264 | 4,46 | 608 | 7,61 | ||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 2.836 | 5,43 | 168 | 9,09 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 1.480 | -26,88 | 88 | -25,00 | ||||
| 2026-01-26 | 13F | Harbor Asset Planning, Inc. | 605 | 0,17 | 36 | 2,94 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 10.203 | -27,28 | 605 | -25,15 | ||||
| 2026-01-08 | 13F | Asempa Wealth Advisors | 4.353 | 258 | ||||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 15 | 1 | ||||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 985.939 | 2,11 | 58.446 | 5,23 | ||||
| 2026-01-23 | 13F | Creative Capital Management Investments LLC | 93 | 6 | ||||||
| 2026-01-26 | 13F | Client First Capital LLC | 114.595 | -0,41 | 6.793 | 2,64 | ||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 9.747 | 6,91 | 578 | 10,11 | ||||
| 2026-02-10 | 13F | Crescent Grove Advisors, LLC | 117.638 | 0,00 | 6.974 | 3,06 | ||||
| 2026-02-11 | 13F | Alteri Wealth LLC | 12.741 | 5,66 | 755 | 8,95 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 40.577 | 9,42 | 2.405 | 12,75 | ||||
| 2025-10-29 | 13F | Tradewinds, LLC. | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Clarus Group, Inc. | 4.000 | 0,00 | 237 | 3,04 | ||||
| 2026-01-28 | 13F | Gentry Private Wealth, Llc | 5.230 | 0,00 | 310 | 3,33 | ||||
| 2026-01-27 | 13F | PFG Advisors | 258.331 | 23,51 | 15.314 | 27,28 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 65.650 | -12,21 | 3.892 | -9,53 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 25.357 | -20,48 | 1.503 | -18,05 | ||||
| 2026-01-13 | 13F | Kathmere Capital Management, LLC | 14.463 | 857 | ||||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Abound Wealth Management | 281 | 0,00 | 17 | 0,00 | ||||
| 2026-02-17 | 13F/A | Kovack Advisors, Inc. | 4.553 | 270 | ||||||
| 2026-02-11 | 13F | Wealthgarden F.s. Llc | 8.945 | 7,52 | 528 | 8,88 | ||||
| 2026-02-12 | 13F | Hardworking Capital Advisors, LLC | 22.102 | 1.310 | ||||||
| 2026-01-23 | 13F | Halbert Hargrove Global Advisors, Llc | 520 | 0,00 | 31 | 3,45 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 1.651.117 | 8,26 | 97.878 | 11,57 | ||||
| 2026-02-05 | 13F | WealthPlan Investment Management, LLC | 40.953 | 6,18 | 2.428 | 9,42 | ||||
| 2025-11-13 | 13F | M Holdings Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Spire Wealth Management | 22.541 | 2,27 | 1.336 | 5,45 | ||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 1.760 | 0,00 | 104 | 2,97 | ||||
| 2025-11-12 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Perryman Financial Advisory Inc /ad | 35.868 | 2.126 | ||||||
| 2026-02-12 | 13F | Wedbush Securities Inc | 55.892 | 29,09 | 3 | 50,00 | ||||
| 2026-01-15 | 13F | Retireful, LLC | 13.650 | 814 | ||||||
| 2026-02-17 | 13F | Bank Hapoalim Bm | 262.000 | 0,00 | 16 | 0,00 | ||||
| 2026-01-29 | 13F | Merkkuri Wealth Advisors LLC | 37.909 | -4,17 | 2.247 | -1,23 | ||||
| 2026-01-15 | 13F | Cannon Advisors, Inc. | 27.538 | -7,68 | 1.624 | -6,29 | ||||
| 2026-01-13 | 13F | Mayflower Financial Advisors, LLC | 157.993 | 4,47 | 9.366 | 7,66 | ||||
| 2026-02-10 | 13F | Calton & Associates, Inc. | 29.845 | 171,81 | 1.769 | 180,35 | ||||
| 2026-02-04 | 13F | Win Advisors, Inc | 50.907 | 3.018 | ||||||
| 2026-01-22 | 13F | Centennial Advisors, LLC | 7.028 | 417 | ||||||
| 2026-02-10 | 13F | Verus Capital Partners, Llc | 40.425 | 9,71 | 2.396 | 13,07 | ||||
| 2026-02-17 | 13F | Centennial Bank/AR/ | 53.750 | -47,80 | 3.186 | -46,21 | ||||
| 2026-02-10 | 13F | BKD Wealth Advisors, LLC | 12.431 | -1,24 | 737 | 1,66 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 392.210 | -0,39 | 23.250 | 2,66 | ||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 59.945 | 10,62 | 4 | 0,00 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 398 | -21,65 | 24 | -20,69 | ||||
| 2026-02-12 | 13F | WealthPLAN Partners, LLC | 54.551 | 9,26 | 3.234 | 12,61 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 945.527 | 2,27 | 56.051 | 5,40 | ||||
| 2026-02-17 | 13F | Perennial Investment Advisors, LLC | 3.757 | -6,36 | 223 | -3,48 | ||||
| 2026-01-26 | 13F | Cornerstone Wealth Group, LLC | 8.130 | 0,00 | 482 | 3,00 | ||||
| 2026-02-10 | 13F | Florida Financial Advisors, Llc | 21.784 | -8,49 | 1.291 | -5,70 | ||||
| 2026-02-10 | 13F | MainStreet Investment Advisors LLC | 8.565 | 0,00 | 508 | 3,05 | ||||
| 2026-01-22 | 13F | Madrona Financial Services, LLC | 20.381 | 0,00 | 1.208 | 3,07 | ||||
| 2026-02-06 | 13F | Quantify Chaos Advisors, Llc | 32.108 | 1.903 | ||||||
| 2026-01-30 | 13F | American Capital Advisory, LLC | 2.750 | 0,00 | 163 | 3,16 | ||||
| 2026-02-17 | 13F | Pinnacle Family Advisors, LLC | 105.992 | 31,88 | 6.283 | 35,94 | ||||
| 2026-01-28 | 13F | Diversified Enterprises, LLC | 33.492 | 0,54 | 1.985 | 3,60 | ||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 795 | -10,57 | 47 | -7,84 | ||||
| 2025-10-20 | 13F | Quest 10 Wealth Builders, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-16 | 13F | Balboa Wealth Partners | 9.687 | -1,27 | 574 | 1,77 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 63.204 | 8,94 | 3.648 | 9,29 | ||||
| 2026-01-26 | 13F | Lansing Street Advisors | 21.154 | -4,35 | 1.254 | -1,42 | ||||
| 2026-01-27 | 13F | Security Financial Services, INC. | 247.258 | 1,50 | 14.657 | 4,60 | ||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Arsenal Capital Advisors LLC | 10.943 | 649 | ||||||
| 2026-02-13 | 13F | Aviso Wealth Management | 5.322 | 4,74 | 315 | 7,88 | ||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 164.439 | -7,65 | 9.555 | -6,71 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 171.491 | 1,11 | 10.166 | 4,19 | ||||
| 2026-01-15 | 13F | RiverTree Advisors, LLC | 21.809 | 1.293 | ||||||
| 2026-02-02 | 13F | Del-Sette Capital Management, LLC | 15.696 | -2,33 | 930 | 0,65 | ||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 45 | 0,00 | 3 | 0,00 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 2.838.230 | 66,10 | 168.251 | 75,78 | ||||
| 2026-01-08 | 13F | Firethorn Wealth Partners, Llc | 56.887 | -1,94 | 3.372 | 1,05 | ||||
| 2026-01-23 | 13F | Keener Financial Planning LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Lighthouse Financial Services Inc /adv | 169.519 | 10.049 | ||||||
| 2026-02-19 | 13F | Briggs Wealth Management, Inc | 6.134 | 364 | ||||||
| 2026-02-06 | 13F | Copia Wealth Management | 57.497 | -6,64 | 3.408 | -3,78 | ||||
| 2026-02-05 | 13F | Dana Investment Advisors, Inc. | 58.026 | 5,68 | 3.440 | 8,90 | ||||
| 2026-01-21 | 13F | Leo Wealth, LLC | 62.363 | 17,28 | 3.697 | 20,86 | ||||
| 2026-02-10 | 13F | Theory Financial Llc | 73.847 | 2,24 | 4.358 | 3,69 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 1.981.406 | 0,89 | 117.458 | 3,97 | ||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 84 | 5 | ||||||
| 2026-01-07 | 13F | Precedent Wealth Partners, Llc | 201.085 | -4,21 | 11.920 | -1,28 | ||||
| 2026-01-30 | 13F | Kohmann Bosshard Financial Services, LLC | 11.090 | 0,00 | 657 | 3,14 | ||||
| 2026-01-29 | 13F | Kickstand Ventures, Llc. | 24.917 | 31,11 | 1.477 | 35,13 | ||||
| 2026-02-17 | 13F | Fortune 45 LLC | 11.594 | 1,82 | 685 | 4,91 | ||||
| 2026-01-23 | 13F | HBW Advisory Services LLC | 86.136 | 2,69 | 5.106 | 5,85 | ||||
| 2026-02-04 | 13F | Fourth Dimension Wealth, LLC | 200 | 0,00 | 12 | 0,00 | ||||
| 2026-02-10 | 13F | Founders Financial Securities Llc | 18.094 | 1.073 | ||||||
| 2026-02-13 | 13F | Mariner, LLC | 229.729 | -3,53 | 13.618 | -0,58 | ||||
| 2026-01-26 | 13F | Transcendent Capital Group LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | Viawealth, Llc | 3.950 | 0,00 | 234 | 3,08 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 97.126 | -33,29 | 5.926 | -29,25 | ||||
| 2026-02-02 | 13F | PKS Advisory Services, LLC | 3.385 | 201 | ||||||
| 2026-02-05 | 13F | Atria Investments Llc | 169.324 | 2,72 | 10.038 | 5,86 | ||||
| 2026-01-23 | 13F | Clear Creek Financial Management, LLC | 50.080 | 15,72 | 2.969 | 19,24 | ||||
| 2026-02-13 | 13F | Icon Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 1.023 | 32,51 | 61 | 36,36 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 2.971 | 176 | ||||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 30.860 | 2,94 | 1.829 | 6,09 | ||||
| 2026-03-04 | 13F | Stenger Family Office, LLC | 78.084 | -5,25 | 4.629 | -5,78 | ||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 24.182 | 8,25 | 1.433 | 11,52 | ||||
| 2026-01-20 | 13F | Chatterton & Associates Inc. | 58.972 | 3.496 | ||||||
| 2026-01-30 | 13F | Samalin Investment Counsel, LLC | 11.568 | 2,06 | 686 | 5,22 | ||||
| 2026-01-14 | 13F | Jfs Wealth Advisors, Llc | 177 | 0,00 | 10 | 0,00 | ||||
| 2026-02-09 | 13F | GatePass Capital, LLC | 10.692 | 161,93 | 634 | 170,51 | ||||
| 2026-01-22 | 13F | Granite Harbor Advisors, Inc. | 3.855 | 0,16 | 229 | 3,17 | ||||
| 2026-01-08 | 13F | Dagco, Inc. | 960 | 57 | ||||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 54.622 | 1,49 | 3.238 | 4,59 | ||||
| 2026-02-13 | 13F | Beacon Financial Advisory LLC | 25.713 | 6,64 | 1.524 | 9,96 | ||||
| 2026-02-13 | 13F | Asset Allocation Strategies LLC | 163.586 | 0,12 | 9.697 | 3,18 | ||||
| 2026-01-26 | 13F | Parcion Private Wealth LLC | 6.188 | 0,00 | 367 | 3,10 | ||||
| 2026-01-26 | 13F | Reyes Financial Architecture, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Iams Wealth Management, Llc | 40.117 | 49,57 | 2.378 | 54,22 | ||||
| 2026-02-06 | 13F | Kingdom Financial Group LLC. | 4.705 | 279 | ||||||
| 2026-02-04 | 13F | MONECO Advisors, LLC | 23.264 | -0,03 | 1.379 | 3,06 | ||||
| 2026-02-03 | 13F | Cresta Advisors, Ltd. | 49.706 | 2,39 | 2.947 | 5,52 | ||||
| 2026-01-09 | 13F | Dynamic Advisor Solutions LLC | 4.568 | 0,02 | 271 | 3,05 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 1.352 | 1,50 | 80 | 5,26 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 166 | 0,00 | 10 | 0,00 | ||||
| 2026-02-12 | 13F | Compass Capital Management, Inc | 10.000 | 0,00 | 593 | 2,96 | ||||
| 2026-01-27 | 13F | Godsey & Gibb Associates | 510 | 30 | ||||||
| 2026-01-30 | 13F | Wagner Wealth Management, Llc | 67 | 0,00 | 4 | 0,00 | ||||
| 2026-02-11 | 13F | Goodman Advisory Group, LLC | 156 | 9 | ||||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 1.225 | 3,81 | 73 | 7,46 | ||||
| 2026-01-14 | 13F | Cypress Wealth Services, LLC | 10.970 | 650 | ||||||
| 2026-01-30 | 13F | Joel Isaacson & Co., LLC | 12.658 | 0,13 | 750 | 3,16 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 104.838 | 2,42 | 6.215 | 5,55 | ||||
| 2026-01-12 | 13F | Bulwark Capital Corp | 48.736 | 0,00 | 2.889 | 3,07 | ||||
| 2025-10-30 | 13F | Twin Peaks Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Almanack Investment Partners, LLC. | 103.851 | 6.156 | ||||||
| 2026-02-12 | 13F | Resurgent Financial Advisors LLC | 14.144 | 8,48 | 838 | 11,88 | ||||
| 2026-02-19 | 13F | WealthPoint Financial, LLC | 69.239 | 4.104 | ||||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 697 | 0,14 | 41 | 2,50 | ||||
| 2025-10-08 | 13F | Beacon Financial Group | 14.942 | 40,09 | 859 | 54,77 | ||||
| 2026-02-12 | 13F | Oath Planning, LLC | 4.239 | 251 | ||||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 150 | 0,00 | 9 | 60,00 | ||||
| 2026-02-17 | 13F | Claro Advisors LLC | 28.940 | 16,83 | 1.716 | 20,44 | ||||
| 2025-11-12 | 13F | NewSquare Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 636 | 0,00 | 38 | 2,78 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 21.955 | -1,75 | 1.301 | 1,25 |
Other Listings
| US:XLG | 55,76 $ |
