Grundlæggende statistik
| Institutionelle aktier (lange) | 21.267.821 (ex 13D/G) - change of -3,77MM shares -15,05% MRQ |
| Institutionel værdi (lang) | $ 454.163 USD ($1000) |
Institutionelt ejerskab og aktionærer
Adams Diversified Equity Fund, Inc. (US:ADX) har 198 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 21,267,821 aktier. Største aktionærer omfatter Lazard Asset Management Llc, Morgan Stanley, Raymond James Financial Inc, Cohen & Steers, Inc., Bensler, LLC, Royal Bank Of Canada, Blue Bell Private Wealth Management, Llc, 1607 Capital Partners, LLC, LPL Financial LLC, and Wealth Enhancement Advisory Services, Llc .
Adams Diversified Equity Fund, Inc. (NYSE:ADX) 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 20, 2026 is 22,08 / share. Previously, on March 21, 2025, the share price was 19,16 / share. This represents an increase of 15,24% over that period.
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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Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-19 | 13F | Harbour Wealth Management Group, Inc. | 11.559 | 270 | ||||||
| 2026-02-03 | 13F | Koshinski Asset Management, Inc. | 58.527 | -6,47 | 1.365 | -2,22 | ||||
| 2026-02-09 | 13F | GatePass Capital, LLC | 298.780 | 0,13 | 6.968 | 4,72 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 15.889 | 0,31 | 371 | 4,82 | ||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 259 | -17,52 | 6 | -14,29 | ||||
| 2026-02-23 | 13F | Virtu Financial LLC | 13.277 | 0 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 97.602 | 90,41 | 2.276 | 99,13 | ||||
| 2026-01-14 | 13F | Tradewinds Capital Management, LLC | 8.873 | 0,00 | 207 | 4,57 | ||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 13.203 | 8,19 | 294 | 11,36 | ||||
| 2026-02-09 | 13F | Accredited Investor Services, Llc | 9.478 | -32,53 | 221 | -29,39 | ||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 13.367 | 28,42 | 247 | 6,47 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 1.015 | -88,67 | 24 | -88,44 | ||||
| 2025-11-14 | 13F | Aqr Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Delta Capital Management Llc | 105.466 | 0,00 | 2 | 0,00 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 24.000 | -10,98 | 560 | -6,99 | ||||
| 2026-02-12 | 13F | Advisors Asset Management, Inc. | 387.161 | 1,88 | 9.029 | 6,54 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 1.364 | -37,00 | 32 | -35,42 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 21.805 | -55,57 | 508 | -53,56 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 14.339 | 8,88 | 334 | 13,99 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 20 | 25,00 | 0 | |||||
| 2026-02-05 | 13F | Allworth Financial LP | 8.126 | -20,07 | 190 | -16,37 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 12.971 | 0,22 | 302 | 4,86 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 1.858.871 | -21,36 | 43.349 | -17,76 | ||||
| 2026-01-12 | 13F | Uhlmann Price Securities, Llc | 33.565 | 2,01 | 783 | 6,68 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 9.143 | 0,00 | 213 | 4,93 | ||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 33.704 | 2,48 | 786 | 7,09 | ||||
| 2026-01-15 | 13F | Brookstone Capital Management | 10.927 | 255 | ||||||
| 2026-01-26 | 13F | Whittier Trust Co | 105 | 0,00 | 2 | 0,00 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 37.594 | 0,21 | 877 | 4,78 | ||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 213.801 | 8.591,10 | 4.986 | 9.131,48 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 51.924 | -1,24 | 1 | 0,00 | ||||
| 2026-02-13 | 13F | Generation Capital Management LLC | 43.896 | -5,54 | 1.024 | -1,25 | ||||
| 2026-01-30 | 13F | Joel Isaacson & Co., LLC | 33.489 | 25,53 | 781 | 31,31 | ||||
| 2026-01-28 | 13F | Morton Brown Family Wealth, LLC | 194 | 0,00 | 5 | 0,00 | ||||
| 2026-02-05 | 13F | Dana Investment Advisors, Inc. | 9.103 | 212 | ||||||
| 2026-02-13 | 13F | Mariner, LLC | 45.557 | 6,85 | 1.062 | 11,79 | ||||
| 2026-01-29 | 13F | West Bancorporation Inc | 46.890 | 29,93 | 1.093 | 35,95 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 9.797 | 0,00 | 228 | 4,59 | ||||
| 2026-02-17 | 13F | Twin Focus Capital Partners, Llc | 40.205 | 0,00 | 938 | 4,58 | ||||
| 2026-01-28 | 13F | Kingswood Wealth Advisors, Llc | 12.484 | 8,79 | 291 | 14,12 | ||||
| 2026-02-06 | 13F | Creative Financial Designs Inc /adv | 2 | 0,00 | 0 | |||||
| 2026-01-15 | 13F | Uncommon Cents Investing LLC | 185.011 | 1,33 | 4.314 | 5,97 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 7.911 | 3,55 | 184 | 8,24 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 8.463 | -9,86 | 197 | -5,74 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 32.763 | 1,35 | 764 | 6,11 | ||||
| 2026-02-17 | 13F | Balyasny Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Minichmacgregor Wealth Management, Llc | 15.548 | -88,59 | 506 | 4,77 | ||||
| 2025-11-06 | 13F | Whipplewood Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-07 | 13F | Massmutual Trust Co Fsb/adv | 45.302 | 2,01 | 1.056 | 6,67 | ||||
| 2025-10-28 | 13F | BRYN MAWR TRUST Co | 46.294 | 2,09 | 1.032 | 4,88 | ||||
| 2026-01-26 | 13F | Means Investment Co., Inc. | 62.535 | -12,45 | 1.458 | -8,42 | ||||
| 2026-02-17 | 13F | Guggenheim Capital Llc | 44.761 | 28,71 | 1.044 | 34,58 | ||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 24.310 | 5,87 | 567 | 10,55 | ||||
| 2026-02-02 | 13F | CENTRAL TRUST Co | 430 | 10 | ||||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 4.339 | 119,36 | 101 | 129,55 | ||||
| 2025-10-24 | 13F | MorganRosel Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Quad-Cities Investment Group, LLC | 27.924 | 2,01 | 651 | 6,72 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 4.912 | 1,97 | 115 | 6,54 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 403.432 | 13,50 | 9.408 | 18,70 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 40.555 | 3,08 | 1 | |||||
| 2026-02-11 | 13F | Cerity Partners LLC | 29.356 | -0,54 | 685 | 3,95 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 58.543 | -2,66 | 1.365 | 1,79 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 615 | 0,00 | 14 | 7,69 | ||||
| 2026-01-15 | 13F | Highline Wealth Partners Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 62 | 1,64 | 1 | 0,00 | ||||
| 2026-02-13 | 13F | Uniting Wealth Partners, LLC | 22.306 | 2,01 | 520 | 6,78 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 181.543 | 2,82 | 4.234 | 10,21 | ||||
| 2026-01-28 | 13F | Turtle Creek Wealth Advisors, LLC | 28.106 | 0,00 | 655 | 4,63 | ||||
| 2026-02-17 | 13F | 1607 Capital Partners, LLC | 508.536 | -22,08 | 11.859 | -18,52 | ||||
| 2025-10-07 | 13F | Salem Investment Counselors Inc | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 1.400 | 0,00 | 33 | 3,23 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 31.360 | -10,22 | 731 | -6,04 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 15.080 | 336 | ||||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 64.232 | -1,90 | 1.498 | 2,53 | ||||
| 2026-01-22 | 13F | Financial Consulate, Inc | 12.390 | 1,21 | 289 | 5,49 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 19.992 | 466 | ||||||
| 2026-02-11 | 13F | Closed-End Fund Advisors, Inc. | 17.308 | 404 | ||||||
| 2026-01-26 | 13F | Shaker Financial Services, LLC | 164.389 | -30,65 | 3.834 | -27,47 | ||||
| 2026-02-13 | 13F | K2 Principal Fund, L.p. | 16.851 | 2,00 | 393 | 6,52 | ||||
| 2026-02-02 | 13F | Mcdonald Partners Llc | 17.079 | 0,00 | 398 | 4,74 | ||||
| 2026-01-06 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 29.413 | -13,15 | 686 | -9,27 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 3.158 | 74 | ||||||
| 2026-02-13 | 13F | Evelyn Partners Investment Management Services Ltd | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-28 | 13F | PMG Family Office LLC | 79.675 | -0,69 | 1.858 | 3,86 | ||||
| 2026-02-13 | 13F | Walleye Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 64.919 | 2,66 | 1.514 | 7,30 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 14.813 | 0,00 | 345 | 0,00 | ||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 4 | 0 | ||||||
| 2026-01-13 | 13F | Capital Investment Advisors, LLC | 47.936 | 0,00 | 1.118 | 4,59 | ||||
| 2026-02-02 | 13F | Wolverine Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | First Command Advisory Services, Inc. | 4.420 | 0,00 | 103 | 5,10 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 17.339 | 0,00 | 404 | 4,66 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 352 | 0,00 | 8 | 14,29 | ||||
| 2026-02-04 | 13F | LRI Investments, LLC | 3.049 | 2,01 | 71 | 7,58 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 74.525 | 7,10 | 1.738 | 173.600,00 | ||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10.868 | 8,91 | 253 | 13,96 | ||||
| 2026-01-23 | 13F | Founders Capital Management, Llc | 12.046 | 1,89 | 281 | 6,46 | ||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 42.102 | -8,53 | 982 | -4,39 | ||||
| 2026-02-17 | 13F | Intrepid Family Office Llc | 267.262 | 2,01 | 6.233 | 6,68 | ||||
| 2026-01-22 | 13F | Vista Investment Partners Ii, Llc | 10.394 | 0,00 | 242 | 4,76 | ||||
| 2026-02-17 | 13F | Saba Capital Management, L.P. | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | CRA Financial Services, LLC | 10.000 | 0,00 | 233 | 4,48 | ||||
| 2026-02-02 | 13F | Allegheny Financial Group LTD | 18.473 | 0,00 | 431 | 4,62 | ||||
| 2025-11-14 | 13F | potrero capital research llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 123.048 | -8,85 | 2.869 | -4,68 | ||||
| 2026-01-06 | 13F | Sage Capital Advisors,llc | 17.614 | -0,21 | 411 | 4,33 | ||||
| 2025-10-27 | 13F | Arcadia Investment Management Corp/mi | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Prostatis Group LLC | 33.362 | -0,61 | 778 | 4,01 | ||||
| 2026-01-09 | 13F | Diversified Trust Co | 64.058 | 0,00 | 1.494 | 4,55 | ||||
| 2026-02-09 | 13F | Arq Wealth Advisors, Llc | 208.810 | 0,22 | 4.869 | 4,80 | ||||
| 2026-02-17 | 13F | Creative Planning | 11.691 | 25,63 | 273 | 31,40 | ||||
| 2026-01-16 | 13F | First Community Trust Na | 4.680 | 0,00 | 109 | 4,81 | ||||
| 2025-10-16 | 13F | Signature Resources Capital Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 620 | 14 | ||||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 10.333 | 2,01 | 241 | 6,67 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 27.267 | 11,28 | 636 | 16,30 | ||||
| 2026-01-30 | 13F | Caldwell Trust Co | 1.926 | 45 | ||||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 252 | 0,00 | 6 | 0,00 | ||||
| 2026-02-12 | 13F | Penserra Capital Management LLC | 325.215 | 10,20 | 8 | 16,67 | ||||
| 2026-02-09 | 13F | King Luther Capital Management Corp | 512 | -54,12 | ||||||
| 2026-02-13 | 13F | General American Investors Co Inc | 131.124 | 0,00 | 3.058 | 4,55 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 120.905 | 40,48 | 2.820 | 48,21 | ||||
| 2026-01-05 | 13F | Park Avenue Securities Llc | 22.766 | -13,12 | 1 | |||||
| 2026-02-17 | 13F | Lazard Asset Management Llc | 3.589.875 | 2,22 | 83.716 | 6,90 | ||||
| 2026-02-03 | 13F | Wesbanco Bank Inc | 21.366 | 4,93 | 498 | 9,69 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Evolve Private Wealth, Llc | 82.802 | 1.931 | ||||||
| 2026-01-27 | 13F | Waterfront Wealth Inc. | 385.316 | -13,69 | 8.973 | -11,25 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 997 | 0,00 | 23 | 4,55 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 324 | 100,00 | 8 | 133,33 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 27.197 | -14,84 | 634 | -10,96 | ||||
| 2026-02-12 | 13F | Concorde Asset Management, LLC | 40.332 | 7,30 | 941 | 11,37 | ||||
| 2026-02-09 | 13F | MSH Capital Advisors LLC | 8.824 | -22,83 | 206 | -19,29 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 11.886 | 3,80 | 277 | 8,63 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 5.119 | 0 | ||||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 23.289 | 3,30 | 543 | 8,17 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 281.288 | 2,72 | 6.560 | 7,42 | ||||
| 2026-01-29 | 13F | KC Investment Advisors, LLC | 9.392 | 0,00 | 219 | 1,86 | ||||
| 2026-02-17 | 13F | Scarborough Advisors, LLC | 3.430 | 1,99 | 80 | 6,76 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 10.264 | -5,16 | 239 | -0,83 | ||||
| 2026-02-09 | 13F | Blue Bell Private Wealth Management, Llc | 924.285 | -0,25 | 21.554 | 4,32 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 0 | |||||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 935.879 | -0,62 | 21.825 | 3,93 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 11.050 | 206,18 | 0 | |||||
| 2026-03-12 | 13F | Farmers National Bank | 27.234 | 0,00 | 635 | 4,61 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 52.639 | 39,72 | 1.228 | 46,07 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 432.561 | -1,43 | 10.087 | 3,09 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Abel Hall, LLC | 11.200 | 0,00 | 261 | 4,82 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 220.720 | 6,48 | 5.147 | 11,36 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 11.331 | 264 | ||||||
| 2026-02-05 | 13F | Roberts Glore & Co Inc /il/ | 144.674 | 4,42 | 3.374 | 9,19 | ||||
| 2026-01-21 | 13F | Westfuller Advisors, LLC | 1.302 | 2,04 | 30 | 7,14 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Comerica Bank | 3.537 | -20,05 | 82 | -16,33 | ||||
| 2026-01-29 | 13F | Lee Danner & Bass Inc | 25.000 | 0,00 | 583 | 4,67 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 48.237 | 0,00 | 1.076 | 0,00 | ||||
| 2026-02-19 | 13F | Invesco Ltd. | 39.313 | 917 | ||||||
| 2025-10-17 | 13F | Fortitude Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 27.040 | -30,15 | 632 | -26,77 | ||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 430.951 | 1,28 | 10.089 | 5,61 | ||||
| 2026-01-08 | 13F | Armstrong Advisory Group, Inc | 500 | 0,00 | 12 | 0,00 | ||||
| 2026-01-21 | 13F | Rocky Mountain Advisers, Llc | 313 | 0,00 | 7 | 16,67 | ||||
| 2026-01-29 | 13F | UBS Group AG | 72.289 | 12,29 | 1.686 | 17,42 | ||||
| 2026-01-15 | 13F | Allspring Global Investments Holdings, LLC | 400.716 | 3,55 | 9.345 | 8,29 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 10.415 | -7,10 | 243 | -3,20 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 1.175 | 0,00 | 27 | 3,85 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 150.522 | 0,58 | 3.510 | 5,18 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 131.032 | -0,02 | 3.056 | 4,55 | ||||
| 2026-01-12 | 13F | Stolper Co | 100.835 | 0,69 | 2 | 0,00 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 13.839 | 42,33 | 323 | 49,07 | ||||
| 2026-01-23 | 13F | RFG - Bristol Wealth Advisors, LLC | 38.512 | 0,00 | 898 | 4,66 | ||||
| 2025-11-12 | 13F | Kingsview Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Boyd Watterson Asset Management Llc/oh | 300 | 0,00 | 7 | 0,00 | ||||
| 2026-01-05 | 13F | GoalVest Advisory LLC | 9.392 | 0,00 | 219 | 4,78 | ||||
| 2026-01-23 | 13F | Westbourne Investment Advisors, Inc. | 74.200 | -1,59 | 1.730 | 2,91 | ||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 0 | -100,00 | 0 | |||||
| 2025-11-19 | 13F | Sunbelt Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 67.360 | -0,40 | 1.571 | 4,11 | ||||
| 2026-01-16 | 13F | Bangor Savings Bank | 633 | 0,00 | 15 | 0,00 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 10.416 | 1,98 | 243 | 6,61 | ||||
| 2026-02-02 | 13F | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 9.277 | 216 | ||||||
| 2026-02-06 | 13F | Providence Wealth Advisors, LLC | 98.953 | 0,00 | 2.320 | 1,13 | ||||
| 2026-01-14 | 13F | Hennion & Walsh Asset Management, Inc. | 288.014 | 3,32 | 6.716 | 8,04 | ||||
| 2026-02-02 | 13F | Oppenheimer & Co Inc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 63.837 | 6,03 | 1.489 | 10,88 | ||||
| 2026-02-17 | 13F | DV Trading LLC | 2 | 0 | ||||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 175 | 0,00 | 4 | 33,33 | ||||
| 2025-10-10 | 13F | Kathleen S. Wright Associates Inc. | 665 | 0,00 | 15 | 0,00 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 115.679 | 2,46 | 2.698 | 7,41 | ||||
| 2026-01-13 | 13F | Mather Group, Llc. | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Segment Wealth Management, LLC | 19.383 | 452 | ||||||
| 2026-02-17 | 13F | Capstone Financial Advisors, Inc. | 42.513 | 1,07 | 991 | 5,76 | ||||
| 2026-02-13 | 13F | Thomas J. Herzfeld Advisors, Inc. | 308 | 2,33 | 7 | 16,67 | ||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 27.386 | 2,01 | 639 | 6,69 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 1.889 | 0,00 | 44 | 4,76 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 1.345.588 | 3,03 | 31.379 | 7,74 | ||||
| 2026-02-04 | 13F | Midwest Trust Co | 45.302 | 2,01 | 1.056 | 6,67 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 19.152 | 3,78 | 447 | 11,50 | ||||
| 2026-02-06 | 13F | Prevail Innovative Wealth Advisors, Llc | 9.846 | -87,47 | 230 | -86,92 | ||||
| 2026-02-11 | 13F | Fca Corp /tx | 175.330 | -9,43 | 4.089 | -5,30 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 5 | 0,00 | 0 | |||||
| 2026-01-28 | 13F | Atwood & Palmer Inc | 1.057 | 0,00 | 25 | 4,35 | ||||
| 2026-02-17 | 13F | XTX Topco Ltd | 18.381 | 429 | ||||||
| 2026-01-28 | 13F | WPG Advisers, LLC | 1.078 | -28,18 | 25 | -24,24 | ||||
| 2026-01-15 | 13F | Cannon Advisors, Inc. | 22.908 | -9,56 | 529 | -8,48 | ||||
| 2026-01-27 | 13F | Benchmark Financial Wealth Advisors, LLC | 10.237 | 2,01 | 239 | 6,73 | ||||
| 2026-02-03 | 13F | RB Capital Management, LLC | 208.462 | -1,01 | 4.861 | 3,51 | ||||
| 2026-01-26 | 13F | Heritage Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Readystate Asset Management Lp | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 970 | 0,00 | 23 | 4,76 | ||||
| 2026-02-13 | 13F | Cohen & Steers, Inc. | 1.086.635 | -5,07 | 25 | 0,00 | ||||
| 2026-02-12 | 13F | Kovack Advisors, Inc. | 30.406 | 83 | ||||||
| 2026-01-23 | 13F | Assetmark, Inc | 436 | 0,00 | 10 | 11,11 | ||||
| 2026-01-07 | 13F | Hilltop National Bank | 317 | 0,00 | 7 | 0,00 | ||||
| 2026-01-27 | 13F | Regions Financial Corp | 16.516 | -4,70 | 385 | -0,26 | ||||
| 2025-11-14 | 13F | Quantedge Capital Pte Ltd | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-09 | 13F | Silverlake Wealth Management Llc | 10.821 | 0,00 | 252 | 4,56 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 783 | 1,82 | 18 | 5,88 | ||||
| 2026-02-12 | 13F | Smh Capital Advisors Inc | 12.989 | -1,51 | 303 | -1,63 | ||||
| 2026-01-21 | 13F | Mezzasalma Advisors, LLC | 20.307 | 1,72 | 472 | 6,07 | ||||
| 2026-03-05 | 13F | Bayban | 2.434 | 57 | ||||||
| 2026-02-04 | 13F | Bensler, LLC | 987.718 | 6,77 | 23.034 | 11,66 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 7.453 | 174 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 67.117 | 29,94 | 1.565 | 35,97 |
