Grundlæggende statistik
| Institutionelle ejere | 479 total, 479 long only, 0 short only, 0 long/short - change of 331,53% MRQ |
| Gennemsnitlig porteføljeallokering | 0.4097 % - change of -27,21% MRQ |
| Institutionelle aktier (lange) | 74.089.378 (ex 13D/G) - change of 67,85MM shares 1.087,22% MRQ |
| Institutionel værdi (lang) | $ 4.048.182 USD ($1000) |
Institutionelt ejerskab og aktionærer
Professionally Managed Portfolios - Akre Focus ETF (US:AKRE) har 479 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 74,089,378 aktier. Største aktionærer omfatter Brown Brothers Harriman & Co, CI Private Wealth, LLC, AlTi Global, Inc., Financial Engines Advisors L.L.C., Franklin Resources Inc, LPL Financial LLC, Brown Advisory Inc, Advisor Group Holdings, Inc., Bank Of America Corp /de/, and Raymond James Financial Inc .
Professionally Managed Portfolios - Akre Focus ETF (ARCA:AKRE) 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 April 24, 2026 is 53,80 / share. Previously, on October 27, 2025, the share price was 67,70 / share. This represents a decline of 20,53% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-17 | 13F | Cetera Investment Advisers | 275.064 | 18.019 | ||||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 4.260 | 225 | ||||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 3.160 | 207 | ||||||
| 2026-01-27 | 13F | First Horizon Corp | 681 | 45 | ||||||
| 2026-02-13 | 13F | BNB Wealth Management, LLC | 61.482 | 4.028 | ||||||
| 2026-04-15 | 13F | Meridian Financial Partners LLC | 6.464 | 341 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 128.806 | -12,34 | 7 | -33,33 | ||||
| 2026-02-10 | 13F | NorthStar Asset Management LLC /NJ/ | 32.191 | 2.109 | ||||||
| 2026-04-15 | 13F | Ai Financial Services Llc | 4.500 | 0,00 | 238 | -19,39 | ||||
| 2026-02-03 | 13F | NBZ Investment Advisors LLC | 293.305 | 19.214 | ||||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 52.892 | 3.465 | ||||||
| 2026-02-26 | 13F | TD Capital Management LLC | 308 | 20 | ||||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 36.706 | 2.405 | ||||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 184 | 12 | ||||||
| 2026-01-30 | 13F | Richardson Capital Management LLC | 2.288 | 150 | ||||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 310.160 | 20.319 | ||||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 25.558 | 1.674 | ||||||
| 2026-04-02 | 13F | Byrne Asset Management LLC | 214 | 0,00 | 11 | -21,43 | ||||
| 2026-03-13 | 13F/A | Pensionmark Financial Group, Llc | 10.406 | 682 | ||||||
| 2026-02-06 | 13F | Addison Advisors LLC | 132 | 9 | ||||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 45.830 | 2.862 | ||||||
| 2026-02-13 | 13F | Acumen Wealth Advisors, LLC | 861 | 56 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 4.266 | -86,61 | 225 | -89,22 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 6.492 | 425 | ||||||
| 2026-02-09 | 13F | Smithfield Trust Co | 8.828 | 1 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 432 | 30,91 | 23 | 4,76 | ||||
| 2026-01-28 | 13F | SP Asset Management LLC | 8.943 | 586 | ||||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 8.732 | 572 | ||||||
| 2026-04-15 | 13F | Curran Financial Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Nwam Llc | 8.500 | 557 | ||||||
| 2026-01-23 | 13F | R. W. Roge & Company, Inc. | 10.984 | 1 | ||||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 340 | 0,00 | 18 | -22,73 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 91.122 | 5.969 | ||||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 17.230 | 1.129 | ||||||
| 2026-02-10 | 13F | Garde Capital, Inc. | 5.476 | 359 | ||||||
| 2026-02-11 | 13F | SlateStone Wealth, LLC | 8.411 | 1 | ||||||
| 2026-03-04 | 13F/A | Financial Avengers, Inc. | 461 | 30 | ||||||
| 2026-02-14 | 13F | Silver Grove Financial Group, Inc. | 23.225 | 1.521 | ||||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 56.038 | 3.671 | ||||||
| 2026-02-13 | 13F | Sargent Investment Group, LLC | 92.801 | 6.079 | ||||||
| 2026-04-10 | 13F | IAM Advisory, LLC | 7.323 | 387 | ||||||
| 2026-02-09 | 13F | Investors Portfolio Services LLC | 42 | 3 | ||||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 4.772.869 | 312.671 | ||||||
| 2026-02-10 | 13F | REAP Financial Group, LLC | 149 | 10 | ||||||
| 2026-02-04 | 13F | Liberty Wealth Management Llc | 3.475 | 228 | ||||||
| 2026-04-22 | 13F | CrossGen Wealth, LLC | 4.237 | -62,13 | 224 | -69,54 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Berger Financial Group, Inc | 63.639 | 4.169 | ||||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 17.720 | 1.161 | ||||||
| 2026-04-20 | 13F | Tanglewood Wealth Management, Inc. | 7.364 | -91,87 | 389 | -93,45 | ||||
| 2026-02-17 | 13F | Mittelman Wealth Management | 18.409 | 1.206 | ||||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 927 | 61 | ||||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 18.012 | 1.180 | ||||||
| 2026-01-22 | 13F | Iron Financial, LLC | 3.419 | 224 | ||||||
| 2026-02-03 | 13F | Koshinski Asset Management, Inc. | 28.008 | 1.835 | ||||||
| 2026-02-19 | 13F | Claris Financial LLC | 5.578 | 365 | ||||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 146 | 0,00 | 8 | -22,22 | ||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 152.801 | 10 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 19.153 | 1.012 | ||||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 1.579 | 103 | ||||||
| 2026-04-13 | 13F | Salem Investment Counselors Inc | 37.238 | -2,12 | 1.968 | -21,03 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 1.129 | 74 | ||||||
| 2026-01-29 | 13F | Klingman & Associates, LLC | 4.640 | 304 | ||||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 155.851 | 10.210 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 312.668 | 20.483 | ||||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 7.807 | 511 | ||||||
| 2026-02-06 | 13F | Csenge Advisory Group | 4.709 | 308 | ||||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 1.163.454 | 76.218 | ||||||
| 2026-01-12 | 13F | World Equity Group, Inc. | 11.674 | 765 | ||||||
| 2026-02-03 | 13F | Retirement Planning Group | 26.444 | 1.732 | ||||||
| 2026-02-11 | 13F | Cerity Partners LLC | 135.420 | 8.871 | ||||||
| 2026-02-12 | 13F | Conservest Capital Advisors, Inc. | 3.899 | 255 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 17.661 | 13,82 | 931 | -8,46 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 3.202 | -61,84 | 0 | |||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 59.685 | 6,76 | 3.154 | -13,87 | ||||
| 2026-02-13 | 13F | Alvarez & Marsal Private Wealth Partners, LLC | 44.033 | 2.885 | ||||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 13.061 | 856 | ||||||
| 2026-01-21 | 13F | Leo Wealth, LLC | 22.970 | 1.505 | ||||||
| 2026-02-09 | 13F | Allen Capital Group, LLC | 12.106 | 793 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 11.003 | 721 | ||||||
| 2026-04-15 | 13F | Weatherly Asset Management L. P. | 6.301 | 0,00 | 333 | -19,17 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 63.261 | 4.144 | ||||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 800.193 | 52.421 | ||||||
| 2026-02-11 | 13F | LPL Financial LLC | 2.308.689 | 151.242 | ||||||
| 2026-03-04 | 13F | SHP Wealth Management | 1 | 0 | ||||||
| 2026-04-21 | 13F | Mendel Capital Management LLC | 136.816 | 7.231 | ||||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 55.548 | 3.639 | ||||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 5.869 | 0,00 | 0 | |||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 89.139 | 1,91 | 4.711 | -17,79 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 17.108 | 0,00 | 904 | -19,29 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 49 | 0 | ||||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 9.761 | 0,00 | 1 | |||||
| 2026-02-13 | 13F | Mill Creek Capital Advisors, LLC | 46.006 | 3.014 | ||||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 100 | 7 | ||||||
| 2026-02-05 | 13F | BlueChip Wealth Advisors LLC | 14.147 | 927 | ||||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 4.691 | 307 | ||||||
| 2026-04-14 | 13F | Compton Wealth Advisory Group, LLC | 152.654 | -0,53 | 8.045 | -19,98 | ||||
| 2026-04-16 | 13F | Flywheel Private Wealth LLC | 5.462 | 37,86 | 289 | 11,20 | ||||
| 2026-02-06 | 13F | Ironwood Investment Counsel, LLC | 344.154 | 22.546 | ||||||
| 2026-02-17 | 13F | Summit Trail Advisors, Llc | 276.478 | 18.112 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 21.915 | 1.436 | ||||||
| 2026-04-06 | 13F | CX Institutional | 631 | 0,00 | 0 | |||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 47.893 | 3.137 | ||||||
| 2026-02-04 | 13F | Fourth Dimension Wealth, LLC | 4.577 | 300 | ||||||
| 2026-02-12 | 13F | Annandale Capital, LLC | 98.506 | 6 | ||||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 792 | 0,00 | 42 | -19,61 | ||||
| 2026-04-20 | 13F | Golden Reserve Retirement LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Dana Investment Advisors, Inc. | 9.465 | 620 | ||||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 7.632 | 500 | ||||||
| 2026-02-27 | 13F | Compass Financial Services Inc | 2.035 | 133 | ||||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 58.912 | 3.859 | ||||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 233 | 12 | ||||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 27.599 | 1.459 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 79.164 | 5.186 | ||||||
| 2026-04-13 | 13F | Midway Capital Research & Management | 1.822 | 96 | ||||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 4.309 | -63,79 | 228 | -70,86 | ||||
| 2026-02-17 | 13F | East Coast Asset Management, LLC. | 4.889 | 320 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 29.404 | 1.926 | ||||||
| 2026-02-03 | 13F | Indivisible Partners | 9.231 | 605 | ||||||
| 2026-01-26 | 13F | Whittier Trust Co | 140 | 9 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 3.667 | 194 | ||||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 9.388 | 615 | ||||||
| 2026-04-23 | 13F | Spinnaker Trust | 36.334 | -2,62 | 1.920 | -21,44 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 3.696 | 195 | ||||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 128.015 | 8.386 | ||||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 4.797 | 315 | ||||||
| 2026-01-23 | 13F | JM2 Capital Inc. | 3.560 | 233 | ||||||
| 2026-04-08 | 13F | JBR Co Financial Management Inc | 108.793 | 0,00 | 7.127 | 0,00 | ||||
| 2026-01-20 | 13F | JB Capital LLC | 4.180 | 274 | ||||||
| 2026-04-17 | 13F | Cora Capital Advisors Llc | 5.087 | 0,00 | 269 | -19,52 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 2.490 | 163 | ||||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 3.707 | 243 | ||||||
| 2026-02-10 | 13F | JMG Financial Group, Ltd. | 3.334 | 218 | ||||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 48 | 3 | ||||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 88 | 5 | ||||||
| 2026-01-28 | 13F | Cornerstone Advisory, LLC | 8.074 | 529 | ||||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 1.245.046 | 81.562 | ||||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 14.377 | -11,63 | 760 | -28,73 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 2.000 | 7,30 | 106 | -13,93 | ||||
| 2026-04-23 | 13F | Pathway Financial Advisers, LLC | 3.866 | -91,32 | 204 | -93,01 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 15.725.379 | 1.030.170 | ||||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 134.368 | 8.802 | ||||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 125.806 | 8.242 | ||||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 780 | 51 | ||||||
| 2026-01-22 | 13F | Demars Financial Group, LLC | 12.749 | 835 | ||||||
| 2026-01-26 | 13F | Marion Wealth Management | 58.146 | 3.631 | ||||||
| 2026-02-09 | 13F | Choate Investment Advisors | 12.733 | 834 | ||||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 12.481 | 818 | ||||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 5.378 | 352 | ||||||
| 2026-01-30 | 13F | Sigma Planning Corp | 5.501 | 360 | ||||||
| 2026-02-03 | 13F | Grange Capital, LLC | 17.748 | 1.163 | ||||||
| 2026-02-17 | 13F | Capital Planning Advisors, LLC | 5.440 | 356 | ||||||
| 2026-01-21 | 13F | BIP Wealth, LLC | 30.234 | 1.981 | ||||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 46.759 | 3.063 | ||||||
| 2026-01-29 | 13F | Simon Quick Advisors, Llc | 106.997 | 7.009 | ||||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 28.291 | 1.853 | ||||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 10.590 | 694 | ||||||
| 2026-02-13 | 13F | Morgan Stanley | 222.409 | 14.570 | ||||||
| 2026-02-10 | 13F | Core Wealth Advisors, Llc | 14.452 | 947 | ||||||
| 2026-02-13 | 13F | Clarkston Capital Partners, LLC | 3.475 | 228 | ||||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 34.135 | 2.236 | ||||||
| 2026-02-13 | 13F | Cynosure Management, Llc | 4.355 | 285 | ||||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 24.882 | -1,04 | 1.315 | -20,16 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 5.738 | 303 | ||||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 1.840 | 121 | ||||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 17.670 | 1.158 | ||||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 7.542 | 494 | ||||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 431.441 | 28.264 | ||||||
| 2026-02-05 | 13F | Blume Capital Management, Inc. | 56.229 | 3.684 | ||||||
| 2026-02-17 | 13F | National Asset Management, Inc. | 47.848 | 3.135 | ||||||
| 2026-04-13 | 13F | Arkansas Financial Group, Inc. | 5.559 | 0,00 | 297 | -18,68 | ||||
| 2026-04-22 | 13F | Romano Brothers And Company | 6.894 | 0,00 | 364 | -19,29 | ||||
| 2026-01-28 | 13F | Glassman Wealth Services | 1.585 | 104 | ||||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 14.825 | 971 | ||||||
| 2026-02-17 | 13F | Beacon Investment Advisors Llc | 49.725 | 3.258 | ||||||
| 2026-02-13 | 13F | Quattro Advisors LLC | 519 | 34 | ||||||
| 2026-01-23 | 13F | Altfest L J & Co Inc | 5.060 | 331 | ||||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 484 | 0,00 | 26 | -19,35 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 6.649 | -41,76 | 351 | -53,01 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 132.615 | 8.688 | ||||||
| 2026-01-23 | 13F | Natural Investments, Llc | 3.104 | 0 | ||||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 375 | 20 | ||||||
| 2026-02-13 | 13F | Becker Capital Management Inc | 19.479 | 1.276 | ||||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 448 | 27 | ||||||
| 2026-01-27 | 13F | Legacy Advisors, LLC | 4.722 | 309 | ||||||
| 2026-02-02 | 13F | Equitable Trust Co | 156.363 | 10.243 | ||||||
| 2026-02-18 | 13F | Crusonia Wealth Advisors LLC | 6.650 | 436 | ||||||
| 2026-02-13 | 13F | Johnson Investment Counsel Inc | 18.366 | 1.203 | ||||||
| 2026-02-11 | 13F | MCF Advisors LLC | 722 | 47 | ||||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 9.404 | 616 | ||||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 4.090 | 268 | ||||||
| 2026-02-13 | 13F | MAI Capital Management | 10.343 | 678 | ||||||
| 2026-02-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 2.515 | 165 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 29.879 | -12,97 | 1.579 | -29,76 | ||||
| 2026-04-16 | 13F | Forbes J M & Co Llp | 16.558 | -18,08 | 875 | -33,91 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 4.381 | 232 | ||||||
| 2026-02-02 | 13F | Objectivity Squared, LLC | 17.032 | 1.116 | ||||||
| 2026-02-09 | 13F | Lgl Partners, Llc | 5.038 | 330 | ||||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 124.921 | -16,46 | 7 | -33,33 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 2.814 | 184 | ||||||
| 2026-02-11 | 13F | Tradition Wealth Management, LLC | 22.175 | 1.453 | ||||||
| 2026-02-13 | 13F | Brown Advisory Inc | 1.643.003 | 107.633 | ||||||
| 2026-02-13 | 13F | AlTi Global, Inc. | 5.904.874 | 386.828 | ||||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 92 | 0,00 | 5 | -33,33 | ||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 35.843 | 2.348 | ||||||
| 2026-02-13 | 13F | Hurley Capital, LLC | 331 | 22 | ||||||
| 2026-04-08 | 13F | Whitcomb & Hess, Inc. | 17.383 | -7,89 | 919 | -24,82 | ||||
| 2026-04-08 | 13F | Parisi Gray Wealth Management | 470.807 | -14,25 | 24.882 | -30,82 | ||||
| 2026-04-20 | 13F | Live Oak Private Wealth LLC | 29.161 | -41,27 | 1.541 | -52,61 | ||||
| 2026-02-03 | 13F | Ballentine Partners, LLC | 25.581 | 1.676 | ||||||
| 2026-02-09 | 13F | Summit Asset Management, LLC | 8.236 | 540 | ||||||
| 2026-02-12 | 13F | Hamilton Point Investment Advisors, LLC | 3.732 | 244 | ||||||
| 2026-01-14 | 13F | Global View Capital Management LLC | 13.107 | 859 | ||||||
| 2026-04-23 | 13F | Walleye Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Compass Wealth Management, LLC/GA | 30.552 | 2.001 | ||||||
| 2026-02-12 | 13F | Summit Financial, LLC | 34.946 | 2.289 | ||||||
| 2026-04-24 | 13F | Wealth Care LLC | 5.215 | 276 | ||||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 259 | 17 | ||||||
| 2026-01-27 | 13F | Greatmark Investment Partners, Inc. | 13.294 | 871 | ||||||
| 2026-02-04 | 13F | Rollins Financial Advisors, LLC | 93.874 | 6.150 | ||||||
| 2026-02-10 | 13F | Ascension Capital Advisors, Inc. | 611.494 | 40.059 | ||||||
| 2026-02-13 | 13F | Mariner, LLC | 317.747 | 20.816 | ||||||
| 2026-03-05 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 12.361 | 810 | ||||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 17.636 | -38,63 | 932 | -50,48 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 344.645 | -40,79 | 18.214 | -52,23 | ||||
| 2026-02-10 | 13F | WCG Wealth Advisors LLC | 11.214 | 735 | ||||||
| 2026-01-29 | 13F | Calamos Wealth Management LLC | 53.706 | 3.518 | ||||||
| 2026-04-16 | 13F | Mendota Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 321 | 21 | ||||||
| 2026-02-17 | 13F | Evercore Wealth Management, LLC | 36.155 | 2.369 | ||||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 17.019 | 1 | ||||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Gilliland Jeter Wealth Management LLC | 3.944 | 0,00 | 208 | -19,38 | ||||
| 2026-04-24 | 13F | Stegent Equity Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 3.719 | -16,33 | 197 | -32,65 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 12.271 | 804 | ||||||
| 2026-02-05 | 13F | Financial Strategies Group, Inc. | 3.844 | 256 | ||||||
| 2026-01-26 | 13F | PFG Investments, LLC | 8.572 | 562 | ||||||
| 2026-02-10 | 13F | KERR FINANCIAL PLANNING Corp | 175 | 0,00 | 10 | -9,09 | ||||
| 2026-04-10 | 13F | Marshall Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 6.851 | 3,76 | 362 | -16,20 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 369 | 20 | ||||||
| 2026-02-09 | 13F | Coordinated Financial Services, Inc. | 3.092 | 203 | ||||||
| 2026-02-03 | 13F | Bokf, Na | 55.355 | 3.626 | ||||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 368.893 | 24.166 | ||||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 12.464 | 817 | ||||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 56.706 | -62,07 | 2.997 | -69,41 | ||||
| 2026-02-10 | 13F | Meramec Financial Planners, LLC | 1.501 | 86 | ||||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 90.281 | 5.914 | ||||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 108 | 6 | ||||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 9.232 | 605 | ||||||
| 2026-04-10 | 13F | Voisard Asset Management Group, Inc. | 44.784 | -35,77 | 2.367 | -48,19 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 5.554 | -13,74 | 294 | -30,40 | ||||
| 2026-04-17 | 13F | Novare Capital Management Llc | 7.320 | -12,35 | 387 | -29,43 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 1.072.509 | 70 | ||||||
| 2026-02-11 | 13F | RM Financial Services, LLC | 26.173 | 1.715 | ||||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 17.400 | 920 | ||||||
| 2026-02-06 | 13F | Hardy Reed LLC | 6.849 | 449 | ||||||
| 2026-04-23 | 13F | Kohmann Bosshard Financial Services, LLC | 1.339 | 0,00 | 71 | -19,54 | ||||
| 2026-01-09 | 13F | Appleton Partners Inc/ma | 5.251 | 0 | ||||||
| 2026-04-24 | 13F | Key FInancial Inc | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Fenimore Asset Management Inc | 4.027 | 264 | ||||||
| 2026-02-11 | 13F | Franklin Resources Inc | 2.800.327 | 183.449 | ||||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 97.070 | 0,00 | 5.130 | -19,33 | ||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 102.517 | -23,65 | 5.418 | -38,40 | ||||
| 2026-02-11 | 13F | CoreFirst Bank & Trust | 37.119 | 2.432 | ||||||
| 2026-02-04 | 13F | MONECO Advisors, LLC | 22.074 | 1.446 | ||||||
| 2026-02-04 | 13F | Urban Financial Advisory Corp | 440.266 | 28.842 | ||||||
| 2026-01-29 | 13F | Sentinel Trust Co Lba | 9.848 | 1 | ||||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 27.425 | 0,00 | 1.449 | -19,32 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 27.661 | -11,49 | 1.462 | -28,63 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 10.574 | 693 | ||||||
| 2026-02-17 | 13F | Arthur M. Cohen & Associates, Llc | 3.110 | 204 | ||||||
| 2026-02-09 | 13F | Avalon Trust Co | 578 | 38 | ||||||
| 2026-01-16 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 27.014 | 1.770 | ||||||
| 2026-04-13 | 13F | Ayrshire Capital Management LLC | 5.395 | -21,70 | 285 | -36,81 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 10.455 | 685 | ||||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 13.209 | 1 | ||||||
| 2026-02-02 | 13F | Woodard & Co Asset Management Group Inc /adv | 6.627 | 434 | ||||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 2.569 | 136 | ||||||
| 2026-02-11 | 13F | Rockbridge Capital Management LLC | 5.887 | 386 | ||||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 6.892 | 451 | ||||||
| 2026-04-23 | 13F | First Pacific Financial | 34.002 | -0,86 | 1.797 | -19,99 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 5.943 | 0,00 | 314 | -19,28 | ||||
| 2026-02-13 | 13F | Evernest Financial Advisors, LLC | 6.222 | 357 | ||||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 640 | 42 | ||||||
| 2026-02-17 | 13F | Wealthedge Investment Advisors, Llc | 7.067 | 463 | ||||||
| 2026-02-02 | 13F | Truist Financial Corp | 118.193 | 7.743 | ||||||
| 2026-01-23 | 13F | Assetmark, Inc | 554.566 | 36.330 | ||||||
| 2026-02-13 | 13F | KilterHowling LLC | 105.087 | 6.884 | ||||||
| 2026-04-09 | 13F | Sanders Morris Harris Llc | 5.372 | 0,00 | 284 | -20,73 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 2.991 | 196 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 317.992 | 20.832 | ||||||
| 2026-02-12 | 13F | Hrt Financial Lp | 14.815 | 1 | ||||||
| 2026-02-13 | 13F/A | New England Private Wealth Advisors LLC | 312.610 | 20.479 | ||||||
| 2026-02-10 | 13F | Houlihan Financial Resource Group, Ltd. | 49.249 | 3.090 | ||||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 7.237 | -16,21 | 382 | -32,39 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 24.041 | 1.575 | ||||||
| 2026-01-21 | 13F | MBL Wealth, LLC | 8.483 | 556 | ||||||
| 2026-02-04 | 13F | Clark Wealth Partners | 14.452 | 0,00 | 947 | 0,00 | ||||
| 2026-04-24 | 13F | Bayban | 788 | 0,00 | 42 | -19,61 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 25.812 | 6,40 | 1.364 | -14,16 | ||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 3.229 | -0,06 | 171 | -19,43 | ||||
| 2026-04-22 | 13F | Aspire Capital Advisors LLC | 51.200 | -59,60 | 2.706 | -67,41 | ||||
| 2026-01-30 | 13F | AMG National Trust Bank | 7.497 | 491 | ||||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 2.601 | 0,00 | 137 | -19,41 | ||||
| 2026-01-26 | 13F | Intelligent Financial Strategies | 7.372 | 483 | ||||||
| 2026-02-05 | 13F | Allworth Financial LP | 234.792 | 15.381 | ||||||
| 2026-04-08 | 13F | Sapient Capital Llc | 17.028 | -38,33 | 900 | -50,74 | ||||
| 2026-04-24 | 13F | Zwj Investment Counsel Inc | 15.989 | 3,58 | 845 | -16,42 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 797.393 | -60,38 | 42.142 | -68,04 | ||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 3.714 | 243 | ||||||
| 2026-02-17 | 13F | Ehrenkranz Partners L.P. | 93.942 | 6.154 | ||||||
| 2026-02-10 | 13F | SCS Capital Management LLC | 53.742 | 3.521 | ||||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 9.752 | 0,00 | 515 | -19,28 | ||||
| 2026-02-10 | 13F | Lummis Asset Management, LP | 1.097 | 72 | ||||||
| 2026-02-10 | 13F | Allen Investment Management LLC | 68.101 | 4.461 | ||||||
| 2026-01-27 | 13F | Birch Hill Investment Advisors LLC | 10.593 | 694 | ||||||
| 2026-02-11 | 13F | Insight Advisors, LLC/ PA | 6.078 | 398 | ||||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 33.983 | 2.226 | ||||||
| 2026-02-09 | 13F | Green Square Capital Advisors Llc | 22.931 | 1.502 | ||||||
| 2026-01-27 | 13F | Evergreen Capital Management Llc | 6.753 | 442 | ||||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 177.754 | 11.645 | ||||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 275 | 0,00 | 15 | -22,22 | ||||
| 2026-02-04 | 13F | Lafayette Investments, Inc. | 44.588 | 2.921 | ||||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 25.843 | 1.693 | ||||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 35.716 | 2.340 | ||||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 31.588 | 2.069 | ||||||
| 2026-02-12 | 13F | Johnson Financial Group, Inc. | 699 | 46 | ||||||
| 2026-04-23 | 13F | Ellenbecker Investment Group | 8.218 | 0,00 | 434 | -19,33 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 3.751 | 246 | ||||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 4.302 | 247 | ||||||
| 2026-01-30 | 13F | Archer Investment Corp | 2.699 | 177 | ||||||
| 2026-01-20 | 13F | Stratos Wealth Advisors, LLC | 172.258 | 11.285 | ||||||
| 2026-04-07 | 13F | Legacy Solutions, Llc | 3.971 | 0,00 | 210 | -19,62 | ||||
| 2026-02-02 | 13F | Seizert Capital Partners, Llc | 8.204 | 537 | ||||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 21.271 | -6,69 | 1.124 | -24,72 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 127.172 | 8.331 | ||||||
| 2026-04-23 | 13F | Cross Staff Investments Inc | 291.935 | 0,80 | 15.429 | -18,68 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 50.341 | 3.298 | ||||||
| 2026-02-10 | 13F | Harfst & Associates, Inc. | 53.622 | 3.513 | ||||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 5.208 | 0,00 | 275 | -19,35 | ||||
| 2026-01-23 | 13F | Capital Planning LLC | 114.952 | 7.450 | ||||||
| 2026-02-13 | 13F | Stifel Financial Corp | 233.094 | 15.270 | ||||||
| 2026-04-17 | 13F | Aspire Growth Partners LLC | 5.467 | 0,00 | 289 | -19,55 | ||||
| 2026-02-03 | 13F | Strategic Wealth Advisors LLC | 3.130 | 0 | ||||||
| 2026-04-14 | 13F | Affiance Financial, LLC | 372.314 | -43,30 | 19.677 | -54,26 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 41.557 | -18,49 | 2.217 | -33,64 | ||||
| 2026-02-10 | 13F | Marble Wealth, LLC | 18.188 | 1.191 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 6.402 | 0,00 | 338 | -19,33 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 3.020 | 0,00 | 160 | -19,29 | ||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 743 | 39 | ||||||
| 2026-01-26 | 13F | BLB&B Advisors, LLC | 6.800 | 445 | ||||||
| 2026-01-29 | 13F | UBS Group AG | 813.200 | 53.273 | ||||||
| 2026-02-12 | 13F | StoneX Group Inc. | 5.347 | 351 | ||||||
| 2026-01-26 | 13F | Cwm, Llc | 19.782 | 1 | ||||||
| 2026-02-03 | 13F | Strengthening Families & Communities, LLC | 4.330 | 284 | ||||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 80 | 0,00 | 4 | -20,00 | ||||
| 2026-02-11 | 13F | Lyell Wealth Management, Lp | 4.950 | 324 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 9.041 | -9,24 | 478 | -26,84 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 181.086 | 11.864 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 35.933 | 39,21 | 1.899 | 12,37 | ||||
| 2026-01-15 | 13F | 4J Wealth Management LLC | 6.384 | 418 | ||||||
| 2026-01-20 | 13F | Sovran Advisors, LLC | 14.811 | 939 | ||||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 3.985 | 261 | ||||||
| 2026-01-21 | 13F | Albion Financial Group /ut | 1.136 | 74 | ||||||
| 2026-04-20 | 13F | BTC Capital Management, Inc. | 15.517 | -71,85 | 820 | -77,29 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 19.115 | -38,90 | 1.010 | -50,71 | ||||
| 2026-02-13 | 13F | Parker Investment Management, LLC | 37.868 | 2.481 | ||||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 1.125.256 | 73.716 | ||||||
| 2026-04-22 | 13F | Millburn Ridgefield Corp | 38.750 | 0,00 | 2.048 | -19,35 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 110.866 | 7.263 | ||||||
| 2026-02-17 | 13F | Creative Planning | 96.506 | 6.322 | ||||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 11.393 | 746 | ||||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 476 | 0,00 | 25 | -19,35 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 9.021 | -19,07 | 477 | -34,79 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 26.866 | 1.760 | ||||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 8.906 | -14,41 | 471 | -30,98 | ||||
| 2026-02-11 | 13F | Montis Financial, LLC | 809.126 | 53.006 | ||||||
| 2026-02-13 | 13F | Financial Freedom, LLC | 833 | 55 | ||||||
| 2026-04-22 | 13F | Wiser Advisor Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 701 | -47,09 | 37 | -56,98 | ||||
| 2026-02-17 | 13F | Prosperity Consulting Group, LLC | 14.414 | 944 | ||||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 383.323 | 25.111 | ||||||
| 2026-04-06 | 13F | Karras Company, Inc. | 56.430 | -29,97 | 2.982 | -43,50 | ||||
| 2026-04-10 | 13F | Winebrenner Capital Management Llc | 14.836 | -0,37 | 784 | -19,59 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 16.873 | -9,16 | 892 | -26,73 | ||||
| 2026-02-11 | 13F | Cornerstone Financial Group, LLC /NE/ | 5.027 | 329 | ||||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 5.842 | 386 | ||||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 5.114 | 0,00 | 270 | -19,40 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 8.278 | -6,66 | 437 | -24,78 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 13.053 | -12,12 | 706 | -27,77 | ||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 150.552 | 9.863 | ||||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 514.305 | 33.692 | ||||||
| 2026-04-10 | 13F | Abound Wealth Management | 4.862 | 0,00 | 257 | -19,50 | ||||
| 2026-01-22 | 13F | Montz Harcus Wealth Management LLC | 168.425 | 11.034 | ||||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 7.114 | 376 | ||||||
| 2026-02-04 | 13F | Frontier Asset Management, LLC | 19.264 | 1.262 | ||||||
| 2026-01-29 | 13F | Aprio Wealth Management, LLC | 467.611 | 30.633 | ||||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 46.239 | -4,64 | 2.444 | -23,08 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 1.217 | 64 | ||||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 29.495 | -9,34 | 1.559 | -26,89 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 2.687 | 142 | ||||||
| 2026-02-17 | 13F | Hall Capital Management Co Inc | 14.833 | 972 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 523.382 | -27,23 | 27.697 | -42,17 | ||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 37.238 | 2.439 | ||||||
| 2026-01-06 | 13F | Canal Capital Management, LLC | 175.232 | 11.479 | ||||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 569 | 36 | ||||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 63.996 | 4.192 | ||||||
| 2026-02-06 | 13F | Evoke Wealth, Llc | 7.229 | 474 | ||||||
| 2026-01-08 | 13F | Sound View Wealth Advisors Group, LLC | 26.565 | 1.740 | ||||||
| 2026-02-09 | 13F | Fft Wealth Management Llc | 145.579 | 9.537 | ||||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 85.995 | 5.634 | ||||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 147.752 | -7,01 | 7.809 | -24,98 | ||||
| 2026-04-24 | 13F | Goldstone Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 87.898 | 12,39 | 4.645 | -9,33 | ||||
| 2026-02-05 | 13F | Owen LaRue, LLC | 4.629 | 303 | ||||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 9.987.425 | 44.736 | ||||||
| 2026-02-13 | 13F | Destination Wealth Management | 7.216 | 473 | ||||||
| 2026-03-31 | 13F | Sankala Group LLC | 182 | 0,00 | 9 | -10,00 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 391.859 | 20.710 | ||||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 8.929 | -2,92 | 472 | -21,76 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 2.927 | 192 | ||||||
| 2026-02-12 | 13F | Circle Wealth Management, LLC | 73.452 | 4.812 | ||||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 5.612 | 368 | ||||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 6.010 | 0,00 | 318 | -19,34 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 12.822 | 840 | ||||||
| 2026-04-23 | 13F | Lighthouse Wealth Management Inc. | 159.964 | -42,45 | 8.454 | -53,57 | ||||
| 2026-01-23 | 13F | HBW Advisory Services LLC | 4.029 | 264 | ||||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 1.400 | 92 | ||||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 7.132 | 467 | ||||||
| 2026-02-14 | 13F | American Trust | 3.373 | 221 | ||||||
| 2026-01-29 | 13F | ODonnell Financial Services, LLC | 16.498 | 1.081 | ||||||
| 2026-01-26 | 13F | Covenant Partners, LLC | 5.473 | 359 | ||||||
| 2026-02-12 | 13F | Symphony Financial Services, Inc. | 25.682 | 1.682 | ||||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 10.812 | 708 | ||||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 1.198 | 0,00 | 63 | -19,23 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 1.059 | 69 | ||||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 10.058 | 659 | ||||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 869.756 | 56.978 | ||||||
| 2026-02-17 | 13F | Fmr Llc | 238.429 | 15.619 | ||||||
| 2026-02-17 | 13F | Guardian Wealth Advisors, Llc / Nc | 53.967 | 3.545 | ||||||
| 2026-04-21 | 13F | Welch Group, LLC | 4.018 | 0,00 | 212 | -19,39 | ||||
| 2026-01-23 | 13F | Avion Wealth | 475 | 0 | ||||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 13.929 | -1,61 | 736 | -20,60 | ||||
| 2026-04-21 | 13F | Long Island Wealth Management, Inc. | 6.371 | 0,00 | 337 | -19,42 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 221 | 0,00 | 12 | -21,43 | ||||
| 2026-02-04 | 13F | Cascades Capital Asset Management, LLC | 5.093 | 334 | ||||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 78.632 | 5.151 | ||||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 892.017 | 47.143 | ||||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 128 | 8 | ||||||
| 2026-04-14 | 13F | Hudson Value Partners, LLC | 7.143 | 378 | ||||||
| 2026-01-29 | 13F | Dumont & Blake Investment Advisors Llc | 4.011 | 0 | ||||||
| 2026-02-12 | 13F | Empower Advisory Group, LLC | 24.057 | 1.576 | ||||||
| 2026-02-11 | 13F | Gateway Wealth Partners, LLC | 4.028 | 264 | ||||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 4.287 | 281 | ||||||
| 2026-02-04 | 13F | Rockbridge Investment Management, LCC | 62.370 | 4.086 | ||||||
| 2026-02-13 | 13F | Navis Wealth Advisors, LLC | 5.995 | 393 | ||||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 157.084 | 10.291 | ||||||
| 2026-02-11 | 13F | Landing Point Financial Group, LLC | 12.211 | 800 | ||||||
| 2026-04-02 | 13F | Aspect Partners, LLC | 33.769 | -8,05 | 1.785 | -25,82 | ||||
| 2026-02-13 | 13F | Heritage Wealth Advisors | 1.275 | 84 | ||||||
| 2026-02-05 | 13F | Macroview Investment Management Llc | 27.500 | 1.802 | ||||||
| 2026-02-11 | 13F | First American Trust, Fsb | 4.424 | 290 | ||||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 792 | 52 | ||||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 4.201 | 275 | ||||||
| 2026-01-29 | 13F | S.A. Mason LLC | 45.209 | 2.962 | ||||||
| 2026-04-14 | 13F | Baldwin Brothers Inc/ma | 33.926 | -1,19 | 1.793 | -20,32 | ||||
| 2026-02-03 | 13F | Winch Advisory Services, LLC | 1.389 | 91 | ||||||
| 2026-02-13 | 13F | Kcm Investment Advisors Llc | 7.457 | 489 | ||||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 16.266 | 1.066 | ||||||
| 2026-01-22 | 13F | Charter Capital Management, LLC\DE | 5.930 | 388 | ||||||
| 2026-02-17 | 13F | Northern Trust Corp | 47.566 | 3.116 | ||||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 19.856 | -3,97 | 1.049 | -22,53 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 6.555 | 0,00 | 346 | -19,35 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 17.778 | 1.165 | ||||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 3.473 | 228 | ||||||
| 2026-02-12 | 13F | Fiduciary Group LLC | 242.380 | 15.878 | ||||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 1.434 | 94 | ||||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 61.742 | 4.045 | ||||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 41.886 | 2.744 | ||||||
| 2026-04-02 | 13F | Horizons Wealth Management | 40 | 2 | ||||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 58.294 | 3.860 | ||||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 5.203 | 0,00 | 275 | -19,65 | ||||
| 2026-04-23 | 13F | Triad Investment Management | 26.846 | 1.463 | ||||||
| 2026-02-17 | 13F | Twin Focus Capital Partners, Llc | 47.659 | 3.122 | ||||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 182.614 | 11.963 | ||||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 2.127 | -3,45 | 112 | -22,22 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 18.248 | 1.195 | ||||||
| 2026-02-02 | 13F | Banyan Capital Management, Inc. | 40.813 | 2.674 |
