Grundlæggende statistik
| Institutionelle ejere | 470 total, 470 long only, 0 short only, 0 long/short - change of 46.800,00% MRQ |
| Gennemsnitlig porteføljeallokering | 0.4664 % - change of 2.893,81% MRQ |
| Institutionelle aktier (lange) | 75.426.529 (ex 13D/G) - change of 75,45MM shares 43.114.510,86% MRQ |
| Institutionel værdi (lang) | $ 4.208.989 USD ($1000) |
Institutionelt ejerskab og aktionærer
Professionally Managed Portfolios - Akre Focus ETF (US:AKRE) har 470 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 75,426,529 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, Mesirow Financial Investment Management, Inc., Brown Advisory Inc, Advisor Group Holdings, Inc., and Bank Of America Corp /de/ .
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 2, 2026 is 52,92 / share. Previously, on October 27, 2025, the share price was 67,70 / share. This represents a decline of 21,83% 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 | ||||||
| 2026-01-14 | 13F | Romano Brothers And Company | 6.894 | 452 | ||||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 3.160 | 207 | ||||||
| 2026-02-06 | 13F | Pathway Financial Advisers, LLC | 44.550 | 2.918 | ||||||
| 2026-01-27 | 13F | First Horizon Corp | 681 | 45 | ||||||
| 2026-02-13 | 13F | BNB Wealth Management, LLC | 61.482 | 4.028 | ||||||
| 2026-02-10 | 13F | Continuum Advisory, LLC | 11.417 | 748 | ||||||
| 2026-02-10 | 13F | NorthStar Asset Management LLC /NJ/ | 32.191 | 2.109 | ||||||
| 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 | ||||
| 2026-01-21 | 13F | Stock Yards Bank & Trust Co | 9.752 | 639 | ||||||
| 2026-03-13 | 13F/A | Pensionmark Financial Group, Llc | 10.406 | 682 | ||||||
| 2026-01-09 | 13F | First Heartland Consultants, Inc. | 9.198 | 603 | ||||||
| 2026-02-09 | 13F | Wiser Advisor Group LLC | 42.820 | 2.805 | ||||||
| 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 | ||||||
| 2026-01-23 | 13F | Clear Creek Financial Management, LLC | 32.534 | 2.131 | ||||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 6.492 | 425 | ||||||
| 2026-02-09 | 13F | Smithfield Trust Co | 8.828 | 1 | ||||||
| 2026-01-13 | 13F | Capital Investment Advisors, LLC | 5.114 | 335 | ||||||
| 2026-01-12 | 13F | Abound Wealth Management | 4.862 | 319 | ||||||
| 2026-01-29 | 13F | Tanglewood Wealth Management, Inc. | 90.612 | 5.936 | ||||||
| 2026-01-28 | 13F | SP Asset Management LLC | 8.943 | 586 | ||||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 8.732 | 572 | ||||||
| 2026-02-04 | 13F | Nwam Llc | 8.500 | 557 | ||||||
| 2026-01-23 | 13F | R. W. Roge & Company, Inc. | 10.984 | 1 | ||||||
| 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 | ||||||
| 2026-01-29 | 13F | Nbc Securities, Inc. | 1.864 | 122 | ||||||
| 2026-01-28 | 13F | Arkansas Financial Group, Inc. | 5.559 | 364 | ||||||
| 2026-02-11 | 13F | SlateStone Wealth, LLC | 8.411 | 1 | ||||||
| 2026-03-04 | 13F/A | Financial Avengers, Inc. | 461 | 30 | ||||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 146.936 | 10 | ||||||
| 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 | ||||||
| 2026-01-26 | 13F | Patriot Financial Group Insurance Agency, LLC | 10.893 | 714 | ||||||
| 2026-01-26 | 13F | PDS Planning, Inc | 17.108 | 1.121 | ||||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 15.517 | 1.017 | ||||||
| 2026-02-09 | 13F | Investors Portfolio Services LLC | 42 | 3 | ||||||
| 2026-01-08 | 13F | Baker Tilly Financial, Llc | 97.070 | 6.359 | ||||||
| 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 | ||||||
| 2026-01-14 | 13F | Legacy Solutions, Llc | 3.971 | 260 | ||||||
| 2026-01-27 | 13F | Berger Financial Group, Inc | 63.639 | 4.169 | ||||||
| 2026-01-16 | 13F | Aspire Capital Advisors LLC | 126.717 | 8.301 | ||||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 17.720 | 1.161 | ||||||
| 2026-02-17 | 13F | Mittelman Wealth Management | 18.409 | 1.206 | ||||||
| 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 | ||||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 152.801 | 10 | ||||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 1.579 | 103 | ||||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 1.129 | 74 | ||||||
| 2026-01-29 | 13F | Klingman & Associates, LLC | 4.640 | 304 | ||||||
| 2026-02-03 | 13F | Falcon Wealth Planning | 5.943 | 389 | ||||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 155.851 | 10.210 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 312.668 | 20.483 | ||||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 7.807 | 511 | ||||||
| 2026-02-02 | 13F | SNS Financial Group, LLC | 3.520 | 231 | ||||||
| 2026-01-29 | 13F | UMA Financial Services, Inc. | 92 | 6 | ||||||
| 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 | ||||||
| 2026-02-13 | 13F | Alvarez & Marsal Private Wealth Partners, LLC | 44.033 | 2.885 | ||||||
| 2026-02-10 | 13F | Spinnaker Trust | 37.312 | 2.444 | ||||||
| 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 | ||||||
| 2026-01-23 | 13F | Live Oak Private Wealth LLC | 49.653 | 3.253 | ||||||
| 2026-01-14 | 13F | Wolff Wiese Magana Llc | 792 | 52 | ||||||
| 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 | ||||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 55.548 | 3.639 | ||||||
| 2026-01-23 | 13F | Colorado Capital Management, Inc. | 9.761 | 1 | ||||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 49 | 0 | ||||||
| 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 | ||||||
| 2026-02-06 | 13F | Ironwood Investment Counsel, LLC | 344.154 | 22.546 | ||||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 22.795 | 1.493 | ||||||
| 2026-01-16 | 13F | Weatherly Asset Management L. P. | 6.301 | 413 | ||||||
| 2026-01-21 | 13F | Affiance Financial, LLC | 656.658 | 43.018 | ||||||
| 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 | ||||||
| 2026-02-05 | 13F | Dana Investment Advisors, Inc. | 9.465 | 620 | ||||||
| 2026-01-14 | 13F | Thompson Investment Management, Inc. | 89 | 6 | ||||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 7.632 | 500 | ||||||
| 2026-01-30 | 13F | Joel Isaacson & Co., LLC | 20.677 | 1.355 | ||||||
| 2026-02-27 | 13F | Compass Financial Services Inc | 2.035 | 133 | ||||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 58.912 | 3.859 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 79.164 | 5.186 | ||||||
| 2026-01-06 | 13F | JBR Co Financial Management Inc | 108.793 | 7.127 | ||||||
| 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 | ||||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 9.388 | 615 | ||||||
| 2026-01-26 | 13F | Welch Group, LLC | 4.018 | 263 | ||||||
| 2026-01-22 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 27.425 | 1.797 | ||||||
| 2026-01-09 | 13F | Zrc Wealth Management, Llc | 484 | 32 | ||||||
| 2026-01-12 | 13F | Evanson Asset Management, LLC | 5.208 | 341 | ||||||
| 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 | ||||||
| 2026-01-20 | 13F | JB Capital LLC | 4.180 | 274 | ||||||
| 2026-01-15 | 13F | SILVER OAK SECURITIES, Inc | 6.455 | 427 | ||||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 2.490 | 163 | ||||||
| 2026-02-05 | 13F | Mesirow Financial Investment Management, Inc. | 2.012.662 | 131.850 | ||||||
| 2026-01-14 | 13F | Wealthcare Advisory Partners LLC | 6.402 | 419 | ||||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 3.707 | 243 | ||||||
| 2026-02-10 | 13F | JMG Financial Group, Ltd. | 3.334 | 218 | ||||||
| 2026-01-12 | 13F | Seacrest Wealth Management, Llc | 5.203 | 341 | ||||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 48 | 3 | ||||||
| 2026-01-28 | 13F | Cornerstone Advisory, LLC | 8.074 | 529 | ||||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 1.245.046 | 81.562 | ||||||
| 2026-01-07 | 13F | Parisi Gray Wealth Management | 549.027 | 35.967 | ||||||
| 2026-01-14 | 13F | Whitcomb & Hess, Inc. | 18.871 | 1.222 | ||||||
| 2026-01-08 | 13F | Armstrong Advisory Group, Inc | 2.601 | 170 | ||||||
| 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 | ||||||
| 2026-01-21 | 13F | Forbes J M & Co Llp | 20.212 | 1.324 | ||||||
| 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 | ||||||
| 2026-02-12 | 13F | Hm Payson & Co | 3.020 | 198 | ||||||
| 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 | ||||||
| 2026-01-30 | 13F | SOL Capital Management CO | 91.754 | 6 | ||||||
| 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 | ||||||
| 2026-02-02 | 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 | ||||||
| 2026-01-21 | 13F | Capital Advisors Wealth Management, LLC | 31.286 | 2.050 | ||||||
| 2026-01-21 | 13F | Capital Advisors, Ltd. LLC | 149.532 | 10 | ||||||
| 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 | ||||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 719.197 | 47.891 | ||||||
| 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 | ||||||
| 2026-01-20 | 13F | Toth Financial Advisory Corp | 3.231 | 212 | ||||||
| 2026-01-23 | 13F | Altfest L J & Co Inc | 5.060 | 331 | ||||||
| 2026-02-18 | 13F | GWM Advisors LLC | 132.615 | 8.688 | ||||||
| 2026-01-23 | 13F | Natural Investments, Llc | 3.104 | 0 | ||||||
| 2026-02-05 | 13F | Lynx Investment Advisory | 87.467 | 5.730 | ||||||
| 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 | ||||||
| 2026-01-21 | 13F | Long Island Wealth Management, Inc. | 6.371 | 417 | ||||||
| 2026-02-02 | 13F | Oppenheimer & Co Inc | 31.871 | 2.088 | ||||||
| 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 | ||||||
| 2026-02-02 | 13F | Objectivity Squared, LLC | 17.032 | 1.116 | ||||||
| 2026-02-09 | 13F | Lgl Partners, Llc | 5.038 | 330 | ||||||
| 2026-01-14 | 13F | Flywheel Private Wealth LLC | 3.962 | 260 | ||||||
| 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 | ||||||
| 2026-01-13 | 13F | Compton Wealth Advisory Group, LLC | 153.472 | 10.054 | ||||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 35.843 | 2.348 | ||||||
| 2026-02-13 | 13F | Hurley Capital, LLC | 331 | 22 | ||||||
| 2026-01-20 | 13F | Voisard Asset Management Group, Inc. | 69.723 | 4.568 | ||||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 21.850 | 1.413 | ||||||
| 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 | ||||||
| 2026-01-07 | 13F | Winebrenner Capital Management Llc | 14.891 | 976 | ||||||
| 2026-01-14 | 13F | Global View Capital Management LLC | 13.107 | 859 | ||||||
| 2026-02-17 | 13F | Compass Wealth Management, LLC/GA | 30.552 | 2.001 | ||||||
| 2026-02-12 | 13F | Summit Financial, LLC | 34.946 | 2.289 | ||||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 259 | 17 | ||||||
| 2026-01-27 | 13F | Greatmark Investment Partners, Inc. | 13.294 | 871 | ||||||
| 2026-02-10 | 13F | Essex Financial Services, Inc. | 55.904 | 3.662 | ||||||
| 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 | ||||||
| 2026-01-14 | 13F | Tradewinds Capital Management, LLC | 1.198 | 78 | ||||||
| 2026-02-10 | 13F | WCG Wealth Advisors LLC | 11.214 | 735 | ||||||
| 2026-01-29 | 13F | Calamos Wealth Management LLC | 53.706 | 3.518 | ||||||
| 2026-02-02 | 13F | Longview Financial Advisors, Inc. | 24.260 | 1.589 | ||||||
| 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 | ||||||
| 2026-02-10 | 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 | ||||
| 2026-02-09 | 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 | ||||||
| 2026-01-22 | 13F | Financial Consulate, Inc | 80 | 5 | ||||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 12.464 | 817 | ||||||
| 2026-01-30 | 13F | Ellenbecker Investment Group | 8.218 | 538 | ||||||
| 2026-02-10 | 13F | Meramec Financial Planners, LLC | 1.501 | 86 | ||||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 90.281 | 5.914 | ||||||
| 2026-01-12 | 13F | Roble, Belko & Company, Inc | 8.392 | 1 | ||||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 108 | 6 | ||||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 9.232 | 605 | ||||||
| 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 | ||||||
| 2026-01-15 | 13F | BTC Capital Management, Inc. | 55.115 | 3.611 | ||||||
| 2026-01-28 | 13F | Walleye Partners, LLC | 7.922 | 519 | ||||||
| 2026-02-06 | 13F | Hardy Reed LLC | 6.849 | 449 | ||||||
| 2026-01-20 | 13F | Mendota Financial Group, LLC | 14.489 | 949 | ||||||
| 2026-01-09 | 13F | Appleton Partners Inc/ma | 5.251 | 0 | ||||||
| 2026-02-02 | 13F | Fenimore Asset Management Inc | 4.027 | 264 | ||||||
| 2026-02-18 | 13F | CrossGen Wealth, LLC | 11.189 | 733 | ||||||
| 2026-01-08 | 13F | Wedmont Private Capital | 50.982 | 3.341 | ||||||
| 2026-02-11 | 13F | Franklin Resources Inc | 2.800.327 | 183.449 | ||||||
| 2026-02-02 | 13F | CENTRAL TRUST Co | 146 | 10 | ||||||
| 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 | ||||||
| 2026-02-06 | 13F | Signature Estate & Investment Advisors Llc | 10.406 | 682 | ||||||
| 2026-01-29 | 13F | Sentinel Trust Co Lba | 9.848 | 1 | ||||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 10.574 | 693 | ||||||
| 2026-02-17 | 13F | Arthur M. Cohen & Associates, Llc | 3.110 | 204 | ||||||
| 2026-01-16 | 13F | Abacus Planning Group, Inc. | 3.246 | 213 | ||||||
| 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 | ||||||
| 2026-02-13 | 13F | Gts Securities Llc | 10.455 | 685 | ||||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 13.209 | 1 | ||||||
| 2026-01-12 | 13F | Kozak & Associates, Inc. | 221 | 15 | ||||||
| 2026-02-02 | 13F | Woodard & Co Asset Management Group Inc /adv | 6.627 | 434 | ||||||
| 2026-02-11 | 13F | Rockbridge Capital Management LLC | 5.887 | 386 | ||||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 6.892 | 451 | ||||||
| 2026-02-05 | 13F | Novare Capital Management Llc | 8.351 | 547 | ||||||
| 2026-03-05 | 13F | Bayban | 788 | 52 | ||||||
| 2026-02-13 | 13F | Evernest Financial Advisors, LLC | 6.222 | 357 | ||||||
| 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 | ||||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 2.991 | 196 | ||||||
| 2026-01-22 | 13F | Beacon Financial Planning, Inc | 134.268 | 8.796 | ||||||
| 2026-01-22 | 13F | Curran Financial Partners, LLC | 3.226 | 211 | ||||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 6.603 | 433 | ||||||
| 2026-01-23 | 13F | Zwj Investment Counsel Inc | 15.436 | 1.011 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 317.992 | 20.832 | ||||||
| 2026-01-22 | 13F | Apollon Wealth Management, LLC | 18.575 | 1.217 | ||||||
| 2026-02-12 | 13F | Hrt Financial Lp | 14.815 | 1 | ||||||
| 2026-01-14 | 13F | Pallas Capital Advisors LLC | 14.157 | 927 | ||||||
| 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 | ||||||
| 2026-01-15 | 13F | Brookstone Capital Management | 9.961 | 653 | ||||||
| 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 | ||||
| 2026-02-04 | 13F | Topsail Wealth Management, LLC | 28.735 | 1.882 | ||||||
| 2026-01-30 | 13F | AMG National Trust Bank | 7.497 | 491 | ||||||
| 2026-01-26 | 13F | Intelligent Financial Strategies | 7.372 | 483 | ||||||
| 2026-02-05 | 13F | Allworth Financial LP | 234.792 | 15.381 | ||||||
| 2026-01-12 | 13F | Salem Investment Counselors Inc | 38.045 | 2.492 | ||||||
| 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 | ||||||
| 2026-02-10 | 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 | ||||||
| 2026-01-15 | 13F | Lighthouse Wealth Management Inc. | 277.954 | 18.209 | ||||||
| 2026-01-27 | 13F | Evergreen Capital Management Llc | 6.753 | 442 | ||||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 177.754 | 11.645 | ||||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 1.325 | 87 | ||||||
| 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 | ||||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 3.751 | 246 | ||||||
| 2026-02-13 | 13F | Goldstone Financial Group, LLC | 4.373 | 286 | ||||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 4.302 | 247 | ||||||
| 2026-01-12 | 13F | ARS Wealth Advisors Group, LLC | 16.269 | 1.066 | ||||||
| 2026-01-30 | 13F | Archer Investment Corp | 2.699 | 177 | ||||||
| 2026-01-20 | 13F | Stratos Wealth Advisors, LLC | 172.258 | 11.285 | ||||||
| 2026-02-02 | 13F | Seizert Capital Partners, Llc | 8.204 | 537 | ||||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 127.172 | 8.331 | ||||||
| 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 | ||||||
| 2026-01-23 | 13F | Capital Planning LLC | 114.952 | 7.450 | ||||||
| 2026-02-13 | 13F | Stifel Financial Corp | 233.094 | 15.270 | ||||||
| 2026-02-03 | 13F | Strategic Wealth Advisors LLC | 3.130 | 0 | ||||||
| 2026-02-10 | 13F | Marble Wealth, LLC | 18.188 | 1.191 | ||||||
| 2026-01-30 | 13F | Kohmann Bosshard Financial Services, LLC | 1.339 | 88 | ||||||
| 2026-01-08 | 13F | Sanders Morris Harris Llc | 5.372 | 357 | ||||||
| 2026-02-04 | 13F | Pure Financial Advisors, Inc. | 6.555 | 429 | ||||||
| 2026-01-26 | 13F | BLB&B Advisors, LLC | 6.800 | 445 | ||||||
| 2026-01-20 | 13F | Signaturefd, Llc | 1.989 | 130 | ||||||
| 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 | ||||||
| 2026-02-11 | 13F | Lyell Wealth Management, Lp | 4.950 | 324 | ||||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 181.086 | 11.864 | ||||||
| 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 | ||||||
| 2026-01-07 | 13F | Baldwin Brothers Inc/ma | 34.333 | 2.249 | ||||||
| 2026-02-02 | 13F | Millburn Ridgefield Corp | 38.750 | 2.539 | ||||||
| 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 | ||||||
| 2026-02-12 | 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 | ||||||
| 2026-01-28 | 13F | Ai Financial Services Llc | 4.500 | 295 | ||||||
| 2026-02-10 | 13F | Savant Capital, LLC | 26.866 | 1.760 | ||||||
| 2026-02-11 | 13F | Montis Financial, LLC | 809.126 | 53.006 | ||||||
| 2026-02-13 | 13F | Financial Freedom, LLC | 833 | 55 | ||||||
| 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 | ||||
| 2026-02-11 | 13F | Cornerstone Financial Group, LLC /NE/ | 5.027 | 329 | ||||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 5.842 | 386 | ||||||
| 2026-01-28 | 13F | Cora Capital Advisors Llc | 5.087 | 333 | ||||||
| 2026-01-30 | 13F | Chapin Davis, Inc. | 6.010 | 394 | ||||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 150.552 | 9.863 | ||||||
| 2026-01-23 | 13F | Valley National Advisers Inc | 5.869 | 0 | ||||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 514.305 | 33.692 | ||||||
| 2026-01-12 | 13F | Sentinel Pension Advisors Inc | 8.869 | 581 | ||||||
| 2026-01-22 | 13F | Montz Harcus Wealth Management LLC | 168.425 | 11.034 | ||||||
| 2026-01-13 | 13F | LongView Wealth Management | 14.853 | 976 | ||||||
| 2026-02-04 | 13F | Frontier Asset Management, LLC | 19.264 | 1.262 | ||||||
| 2026-01-29 | 13F | Aprio Wealth Management, LLC | 467.611 | 30.633 | ||||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 25.812 | 1.691 | ||||||
| 2026-01-23 | 13F | DHJJ Financial Advisors, Ltd. | 4.445 | 291 | ||||||
| 2026-02-04 | 13F | Boston Private Wealth Llc | 11.901 | 780 | ||||||
| 2026-02-10 | 13F | Clarity Capital Advisors, LLC | 11.146 | 730 | ||||||
| 2026-02-17 | 13F | Hall Capital Management Co Inc | 14.833 | 972 | ||||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 37.238 | 2.439 | ||||||
| 2026-01-06 | 13F | Canal Capital Management, LLC | 175.232 | 11.479 | ||||||
| 2026-01-09 | 13F | Marshall Financial Group LLC | 3.119 | 204 | ||||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 34.330 | 2.249 | ||||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 569 | 36 | ||||||
| 2026-01-23 | 13F | Creative Capital Management Investments LLC | 476 | 31 | ||||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 31.251 | 2.047 | ||||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 63.996 | 4.192 | ||||||
| 2026-01-20 | 13F | Princeton Global Asset Management LLC | 340 | 22 | ||||||
| 2026-02-06 | 13F | Evoke Wealth, Llc | 7.229 | 474 | ||||||
| 2026-01-23 | 13F | Gilliland Jeter Wealth Management LLC | 3.944 | 258 | ||||||
| 2026-02-02 | 13F | Miracle Mile Advisors, LLC | 582.036 | 38.129 | ||||||
| 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 | ||||||
| 2026-02-05 | 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 | ||||
| 2026-02-06 | 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 | ||||||
| 2026-01-21 | 13F | Sowell Financial Services LLC | 48.490 | 3.177 | ||||||
| 2026-01-22 | 13F | Apollon Financial, LLC | 8.637 | 566 | ||||||
| 2026-02-09 | 13F | Key FInancial Inc | 166 | 11 | ||||||
| 2026-02-27 | 13F | Cross Staff Investments Inc | 289.630 | 18.974 | ||||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 12.822 | 840 | ||||||
| 2026-01-23 | 13F | HBW Advisory Services LLC | 4.029 | 264 | ||||||
| 2026-01-26 | 13F | Cornerstone Wealth Group, LLC | 14.547 | 953 | ||||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 1.400 | 92 | ||||||
| 2026-01-14 | 13F | Stegent Equity Advisors, Inc. | 3.778 | 247 | ||||||
| 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 | ||||||
| 2026-02-05 | 13F | Sapient Capital Llc | 27.613 | 1.825 | ||||||
| 2026-01-28 | 13F | Ayrshire Capital Management LLC | 6.890 | 451 | ||||||
| 2026-01-26 | 13F | Covenant Partners, LLC | 5.473 | 359 | ||||||
| 2026-01-16 | 13F | Perigon Wealth Management, LLC | 158.885 | 10.409 | ||||||
| 2026-02-12 | 13F | Symphony Financial Services, Inc. | 25.682 | 1.682 | ||||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 10.812 | 708 | ||||||
| 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 | ||||||
| 2026-01-23 | 13F | Avion Wealth | 475 | 0 | ||||||
| 2026-02-04 | 13F | Cascades Capital Asset Management, LLC | 5.093 | 334 | ||||||
| 2026-02-13 | 13F | Uniting Wealth Partners, LLC | 6.439 | 422 | ||||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 78.632 | 5.151 | ||||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 128 | 8 | ||||||
| 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 | ||||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 2.203 | 144 | ||||||
| 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 | ||||||
| 2026-01-26 | 13F | Harbor Asset Planning, Inc. | 275 | 18 | ||||||
| 2026-01-29 | 13F | S.A. Mason LLC | 45.209 | 2.962 | ||||||
| 2026-01-29 | 13F | Golden Reserve Retirement LLC | 9.632 | 631 | ||||||
| 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 | ||||||
| 2026-02-11 | 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 | ||||||
| 2026-01-12 | 13F | DAVENPORT & Co LLC | 78.205 | 5.123 | ||||||
| 2026-02-06 | 13F | Creative Financial Designs Inc /adv | 330 | 22 | ||||||
| 2026-02-09 | 13F | Prospera Financial Services Inc | 149.508 | 9.794 | ||||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 41.886 | 2.744 | ||||||
| 2026-02-05 | 13F | Aspire Growth Partners LLC | 5.467 | 358 | ||||||
| 2026-04-02 | 13F | Horizons Wealth Management | 40 | 2 | ||||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 58.294 | 3.860 | ||||||
| 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 | ||||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 18.248 | 1.195 | ||||||
| 2026-02-02 | 13F | Banyan Capital Management, Inc. | 40.813 | 2.674 | ||||||
| 2026-01-16 | 13F | First Pacific Financial | 34.298 | 2.247 |
