AKRE - Professionally Managed Portfolios - Akre Focus ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (ARCA)

Professionally Managed Portfolios - Akre Focus ETF
US ˙ ARCA

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.

AKRE / Professionally Managed Portfolios - Akre Focus ETF Institutional Ownership
Fondens stemningsscore

Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.

Opdateringsfrekvens: Dagligt

Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.

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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.

AKRE / Professionally Managed Portfolios - Akre Focus ETF Historical Put/Call Ratio
13F og NPORT arkivering

Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.

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

Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2026-02-17 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
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