Grundlæggende statistik
| Institutionelle ejere | 204 total, 204 long only, 0 short only, 0 long/short - change of 13,97% MRQ |
| Gennemsnitlig porteføljeallokering | 0.4492 % - change of -18,94% MRQ |
| Institutionelle aktier (lange) | 32.787.629 (ex 13D/G) - change of 1,99MM shares 6,45% MRQ |
| Institutionel værdi (lang) | $ 1.952.647 USD ($1000) |
Institutionelt ejerskab og aktionærer
American Century ETF Trust - Avantis U.S. Small Cap Equity ETF (US:AVSC) har 204 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 32,787,629 aktier. Største aktionærer omfatter Mercer Global Advisors Inc /adv, Mason Investment Advisory Services, Inc., Northwestern Mutual Wealth Management Co, Wealth Management Nebraska, Cambridge Associates Llc /ma/ /adv, Envestnet Asset Management Inc, Elwood & Goetz Wealth Advisory Group, LLC, Creative Planning, AE Wealth Management LLC, and Three Arch Wealth Management LLC .
American Century ETF Trust - Avantis U.S. Small Cap Equity ETF (ARCA:AVSC) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of March 13, 2026 is 60,73 / share. Previously, on March 14, 2025, the share price was 49,22 / share. This represents an increase of 23,38% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-13 | 13F | Mather Group, Llc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Haven Private, LLC | 60.518 | 2,91 | 3.555 | 5,59 | ||||
| 2025-11-06 | 13F | LexAurum Advisors, LLC | 122.524 | 0,31 | 7.014 | 11,35 | ||||
| 2026-01-22 | 13F | Jackson Thornton Asset Management, Llc | 23.516 | 0,00 | 1.432 | 5,53 | ||||
| 2026-01-14 | 13F | Allodium Investment Consultants, LLC | 42.474 | 14,21 | 2.495 | 17,14 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 25.454 | 32,50 | 1.495 | 36,03 | ||||
| 2026-01-22 | 13F | O'Brien Wealth Partners LLC | 3.580 | 210 | ||||||
| 2025-11-14 | 13F | Knightsbridge Asset Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Ruedi Wealth Management, Inc. | 19.825 | 0,00 | 1.165 | 2,65 | ||||
| 2026-02-17 | 13F | Herold Advisors, Inc. | 6.005 | 0,00 | 353 | 2,62 | ||||
| 2025-10-21 | 13F | McElhenny Sheffield Capital Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 7.271 | 427 | ||||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 30.836 | 0,00 | 1.811 | 2,61 | ||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 4.150 | 244 | ||||||
| 2026-01-22 | 13F | Bfsg, Llc | 295 | 0,00 | 17 | 6,25 | ||||
| 2026-01-15 | 13F | Dixon Fnancial Services, Inc. | 22.286 | 0,00 | 1.309 | 2,67 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 215.629 | 5,24 | 12.666 | 7,99 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 25.217 | 76,81 | 1.481 | 81,50 | ||||
| 2026-02-10 | 13F | Western Reserve Capital Management, LLC | 19.582 | 1.150 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 92.826 | 71,50 | 5.453 | 181.633,33 | ||||
| 2026-01-21 | 13F | SC&H Financial Advisors, Inc. | 4.533 | 0,87 | 266 | 3,50 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 14.261 | 5,09 | 1 | |||||
| 2026-01-14 | 13F | Exchange Traded Concepts, Llc | 41 | 0,00 | 2 | 0,00 | ||||
| 2026-01-26 | 13F | Frankly Finances, LLC | 19.860 | 1.167 | ||||||
| 2026-01-13 | 13F | Team Financial Group, LLC | 66 | 4 | ||||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 83.482 | 9,76 | 4.904 | 12,61 | ||||
| 2026-01-06 | 13F | Tucker Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Passive Capital Management, LLC. | 62.500 | 0,00 | 3.671 | 2,60 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 39.579 | -2,47 | 2.325 | 0,04 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 9.903 | 582 | ||||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 3.212 | 3,95 | 189 | 6,82 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 1.685 | 3,06 | 99 | 5,38 | ||||
| 2026-01-30 | 13F | Axis Wealth Partners, LLC | 13.012 | 1,18 | 764 | 3,80 | ||||
| 2026-01-29 | 13F | Aprio Wealth Management, LLC | 129.664 | 7.616 | ||||||
| 2025-11-14 | 13F | Full Sail Capital, LLC | 4.420 | 253 | ||||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 336 | 0,00 | 20 | 0,00 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 445.812 | -2,57 | 26.187 | -0,03 | ||||
| 2026-02-11 | 13F | Kilner Capital Advisors, Llc | 197.179 | 11.582 | ||||||
| 2026-02-10 | 13F | Measured Wealth Private Client Group, LLC | 209 | 12 | ||||||
| 2026-02-17 | 13F | Cambridge Associates Llc /ma/ /adv | 922.735 | 10,16 | 54.201 | 13,03 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 149.255 | 559,02 | 8.767 | 576,47 | ||||
| 2026-01-14 | 13F | Acropolis Investment Management, LLC | 45.745 | 0,00 | 2.687 | 13,90 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 4.150 | 244 | ||||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 15.943 | -0,99 | 936 | 1,63 | ||||
| 2026-01-20 | 13F | Mendota Financial Group, LLC | 47.121 | 75,26 | 2.768 | 79,79 | ||||
| 2026-01-29 | 13F | Wheelhouse Advisory Group LLC | 160.205 | 6,87 | 16.487 | 10,50 | ||||
| 2026-02-04 | 13F | Fourth Dimension Wealth, LLC | 34.125 | -0,62 | 2.004 | 1,98 | ||||
| 2026-02-06 | 13F | Eqis Capital Management, Inc. | 166.300 | -5,13 | 9.768 | -2,66 | ||||
| 2026-01-08 | 13F | Bayshore Asset Management, Llc | 4.715 | 1,09 | 277 | 3,37 | ||||
| 2026-01-23 | 13F | Sunpointe, LLC | 14.383 | 0,00 | 845 | 2,55 | ||||
| 2026-01-14 | 13F | Centennial Wealth Advisory LLC | 25.044 | 0,88 | 1.471 | 3,52 | ||||
| 2026-01-27 | 13F | Summit Financial Wealth Advisors, LLC | 3.655 | -6,95 | 215 | -4,89 | ||||
| 2026-02-05 | 13F | Kane Co Wealth Management, Inc. | 5.625 | 330 | ||||||
| 2026-01-29 | 13F | UBS Group AG | 71 | 4 | ||||||
| 2026-02-13 | 13F | Change Path, LLC | 4.981 | -0,20 | 293 | 2,46 | ||||
| 2026-01-29 | 13F | Global Strategic Investment Solutions, LLC | 61.151 | -0,42 | 3.592 | 2,16 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 428 | -22,04 | 25 | -19,35 | ||||
| 2026-02-12 | 13F | Mason Investment Advisory Services, Inc. | 3.607.787 | 2,74 | 211.921 | 5,41 | ||||
| 2026-02-13 | 13F | B&D White Capital Company, LLC | 101.366 | 5.954 | ||||||
| 2026-01-23 | 13F | Bridgewater Advisors Inc. | 7.688 | -4,09 | 491 | 8,65 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 29 | 0,00 | 2 | 0,00 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 209.753 | 3,12 | 14.696 | 5,45 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 9.363 | 32,19 | 550 | 35,56 | ||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 426 | 17,03 | 25 | 25,00 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 1.726 | 101 | ||||||
| 2026-02-13 | 13F | Stifel Financial Corp | 4.121 | 242 | ||||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 120.497 | -1,81 | 7.078 | 0,74 | ||||
| 2026-01-14 | 13F | Kmg Fiduciary Partners, Llc | 51.890 | 0,13 | 3.048 | 2,76 | ||||
| 2026-02-10 | 13F | Cogent Private Wealth, Inc. | 6.005 | 353 | ||||||
| 2026-02-06 | 13F | Lloyd Advisory Services, LLC. | 2.191 | 129 | ||||||
| 2026-02-11 | 13F | MCF Advisors LLC | 1.266 | 74 | ||||||
| 2026-02-11 | 13F | Endeavor Private Wealth, Inc. | 39.758 | -4,04 | 2.335 | -1,52 | ||||
| 2026-01-23 | 13F | Armbruster Capital Management, Inc. | 5.125 | 0,00 | 301 | 2,73 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 49 | 3 | ||||||
| 2026-02-17 | 13F | Claro Advisors LLC | 5.602 | -9,26 | 329 | -6,80 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 272.053 | 7,66 | 15.980 | 10,46 | ||||
| 2026-01-20 | 13F | Independence Bank of Kentucky | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Networth Advisors, LLC | 57.974 | 3.405 | ||||||
| 2026-01-12 | 13F | Kozak & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Northwest Wealth Management, Llc | 127.278 | 9,61 | 7.476 | 12,45 | ||||
| 2026-01-12 | 13F | Arlington Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | 1620 Investment Advisors, Inc. | 10 | 0,00 | 1 | |||||
| 2025-10-15 | 13F | Stephens Consulting, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 4.083 | 3,37 | 240 | 5,75 | ||||
| 2026-01-28 | 13F | HB Wealth Management, LLC | 27.732 | -6,10 | 1.629 | -3,67 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 113.758 | 3,04 | 6.682 | 5,73 | ||||
| 2025-11-12 | 13F | Armis Advisers, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Maia Wealth LLC | 10.068 | -57,42 | 645 | -52,26 | ||||
| 2026-02-13 | 13F | American Century Companies Inc | 413.205 | 10,13 | 24.272 | 12,99 | ||||
| 2025-10-21 | 13F | First National Bank Sioux Falls | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Cwm, Llc | 181.631 | 5,90 | 11 | 11,11 | ||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 5.919 | 3,93 | 348 | 7,10 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 435 | 11,54 | 26 | 18,18 | ||||
| 2026-01-23 | 13F | Lam Group, Inc. | 19.335 | 90,40 | 1.136 | 95,35 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 606.160 | 9,47 | 35.606 | 12,32 | ||||
| 2026-01-26 | 13F | DBK Financial Counsel, LLC | 3.757 | 0,89 | 221 | 3,29 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 6.340 | 36,61 | 372 | 39,85 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 20.492 | 4,00 | 1.204 | 6,74 | ||||
| 2026-01-20 | 13F | YANKCOM Partnership | 500 | 0,00 | 29 | 3,57 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 78.721 | 4.624 | ||||||
| 2025-11-12 | 13F | Park Square Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Retirement Financial Solutions, Llc | 369.883 | 31,67 | 21.727 | 35,10 | ||||
| 2026-02-10 | 13F | Sequent Asset Management, LLC | 3.637 | 0,00 | 214 | 2,88 | ||||
| 2026-02-06 | 13F | Kingdom Financial Group LLC. | 275 | 16 | ||||||
| 2025-11-13 | 13F | Catalytic Wealth RIA, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Comerica Bank | 1.672 | 0,00 | 98 | 3,16 | ||||
| 2026-01-21 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 636.669 | 7,46 | 37.398 | 10,25 | ||||
| 2026-02-04 | 13F | Dogwood Wealth Management LLC | 67.374 | -2,76 | 3.958 | -0,23 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 160 | 0,00 | 9 | 0,00 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 55.939 | 0,07 | 3.286 | 2,66 | ||||
| 2026-01-27 | 13F | Werba Rubin Papier Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | Websterrogers Financial Advisors, Llc | 94.825 | -5,57 | 5.570 | -3,10 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 675.069 | 5,54 | 39.654 | 8,28 | ||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 470 | 0,00 | 28 | 3,85 | ||||
| 2026-01-26 | 13F | Key Capital Management, INC | 80 | 5 | ||||||
| 2026-01-28 | 13F | EnRich Financial Partners LLC | 14.237 | 5,72 | 836 | 8,57 | ||||
| 2026-02-13 | 13F | Aire Advisors, Llc | 51.445 | -2,23 | 3.022 | 0,30 | ||||
| 2026-02-02 | 13F | CX Institutional | 252 | 0,40 | 0 | |||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 3.774 | 222 | ||||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 6.985 | 133,46 | 410 | 139,77 | ||||
| 2026-01-23 | 13F | Steigerwald, Gordon & Koch Inc. | 705 | 0,00 | 41 | 2,50 | ||||
| 2026-01-16 | 13F | CRA Financial Services, LLC | 16.242 | 4,47 | 954 | 7,19 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 170 | 0,00 | 10 | 0,00 | ||||
| 2026-02-17 | 13F | Creative Planning | 634.842 | 3,55 | 37.291 | 6,25 | ||||
| 2026-02-10 | 13F | Evolution Wealth Management Inc. | 839 | 122,55 | 49 | 133,33 | ||||
| 2025-10-09 | 13F | AdvisorNet Financial, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 855 | 50 | ||||||
| 2026-02-05 | 13F | PCG Wealth Advisors, LLC | 17.448 | 6,85 | 1.025 | 9,64 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 200 | 12 | ||||||
| 2026-02-17 | 13F | Cornerstone Wealth Partners, LLC | 282.093 | 16.571 | ||||||
| 2026-02-12 | 13F | Tillman Hartley LLC | 27.531 | 0,00 | 1.617 | 2,60 | ||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 1.417 | -3,47 | 83 | -1,19 | ||||
| 2025-11-12 | 13F | Accredited Wealth Management, LLC | 7.885 | 388,24 | 82 | -2,41 | ||||
| 2026-01-21 | 13F | West Paces Advisors Inc. | 262.807 | 0,66 | 15.437 | 3,29 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 14.485 | 3,95 | 1 | |||||
| 2026-01-08 | 13F | Ridgeline Wealth, LLC | 70.186 | 7,39 | 4.123 | 10,18 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-05 | 13F | Park Avenue Securities Llc | 233.189 | 8,38 | 14 | 8,33 | ||||
| 2026-01-07 | 13F | Noble Family Wealth, LLC | 4.321 | 18,32 | 254 | 21,05 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 4.553 | 3,41 | 267 | 5,95 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 3.798 | 217 | ||||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 143.039 | -4,63 | 8.402 | -2,14 | ||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 222 | 0,00 | 13 | 8,33 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 4.654 | 0,00 | 273 | 2,63 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 130 | 8 | ||||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 16.887 | -1,45 | 992 | 1,02 | ||||
| 2026-02-11 | 13F | Curio Wealth, Llc | 13.079 | 0,00 | 785 | 4,81 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 12.914 | 18,73 | 759 | 21,86 | ||||
| 2026-02-12 | 13F | Burk Holdings LLC | 30.242 | 9,11 | 1.776 | 11,98 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 35.052 | 23,88 | 2.059 | 27,18 | ||||
| 2026-02-13 | 13F | Three Arch Wealth Management LLC | 453.813 | 26.657 | ||||||
| 2026-02-12 | 13F | Skopos Labs, Inc. | 5.991 | 356 | ||||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 5.261 | 45,90 | 0 | |||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 176.259 | -1,08 | 10.353 | 1,49 | ||||
| 2026-02-13 | 13F | Ariadne Wealth Management, LP | 5.792 | -82,26 | 371 | -79,88 | ||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 46.169 | 27,93 | 2.712 | 31,22 | ||||
| 2026-01-30 | 13F | American Capital Advisory, LLC | 709 | 0,00 | 42 | 2,50 | ||||
| 2026-01-27 | 13F | Berger Financial Group, Inc | 280.762 | 3,86 | 16.492 | 6,56 | ||||
| 2025-10-17 | 13F | Fortitude Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Assetmark, Inc | 27 | 0,00 | 2 | 0,00 | ||||
| 2026-01-16 | 13F | Claris Advisors, Llc / Mo / | 16.580 | 0,00 | 974 | 13,80 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 190.110 | 3,23 | 11.167 | 5,93 | ||||
| 2026-01-20 | 13F | Kavar Capital Partners Group, Llc | 37.470 | -6,38 | 2.201 | -3,93 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 374.936 | -21,75 | 22.024 | -19,72 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 4.541 | -32,50 | 267 | -30,91 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 218.841 | 5,15 | 12.855 | 7,89 | ||||
| 2026-02-04 | 13F | CAP Partners, LLC | 63.699 | 0,72 | 3.742 | 3,34 | ||||
| 2026-02-05 | 13F | Plancorp, LLC | 29.294 | -0,00 | 1.721 | 2,56 | ||||
| 2026-01-08 | 13F | Hutchens & Kramer Investment Management Group, LLC | 4.290 | 0,00 | 252 | 2,45 | ||||
| 2026-01-30 | 13F | Richardson Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Approach Retirement Advisors, LLC | 14.251 | 837 | ||||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 14.459.274 | 2,69 | 849.338 | 5,29 | ||||
| 2026-02-06 | 13F | Paul R. Ried Financial Group, LLC | 81.192 | -0,53 | 4.769 | 2,05 | ||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 7.355 | -0,88 | 448 | 5,67 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 54.281 | 513,14 | 3.188 | 530,04 | ||||
| 2026-02-09 | 13F | Goepper Burkhardt LLC | 3.550 | -37,99 | 209 | -36,39 | ||||
| 2026-01-28 | 13F | Wealth Management Nebraska | 1.010.452 | 11,62 | 103.046 | 14,37 | ||||
| 2025-09-26 | NP | BLUX - Bluemonte Dynamic Total Market ETF | 41 | 2 | ||||||
| 2026-02-10 | 13F | Zhang Financial LLC | 10.240 | 17,53 | 601 | 20,68 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 7.136 | 7,44 | 419 | 10,26 | ||||
| 2026-02-10 | 13F | Disciplined Investors, L.L.C. | 16.438 | 4,72 | 966 | 7,46 | ||||
| 2026-01-28 | 13F | Pacific Asset Management, LLC | 8.622 | 53,12 | 506 | 57,14 | ||||
| 2026-02-11 | 13F | Gilpin Wealth Management, Llc | 30 | 2 | ||||||
| 2026-02-13 | 13F | Hurley Capital, LLC | 62 | 106,67 | 4 | 200,00 | ||||
| 2025-11-10 | 13F | Lion Street Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 2.397 | 0,00 | 141 | 2,19 | ||||
| 2025-11-14 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Reyes Financial Architecture, Inc. | 968 | 0,00 | 57 | 1,82 | ||||
| 2026-02-10 | 13F | REAP Financial Group, LLC | 408 | 0,00 | 24 | 0,00 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 13.800 | 150,27 | 811 | 162,99 | ||||
| 2026-02-09 | 13F | Clune & Associates, Ltd. | 15.391 | 1,78 | 904 | 4,51 | ||||
| 2026-01-14 | 13F | BWM Planning, LLC | 4.367 | 20,20 | 257 | 23,67 | ||||
| 2026-02-03 | 13F | Apeiron RIA LLC | 13.161 | -18,91 | 835 | -8,74 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 1.164.381 | 5,12 | 68.396 | 7,85 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Thayer Financial, L.L.C. | 9.263 | 544 | ||||||
| 2026-02-09 | 13F | Family Office Research LLC | 42.784 | -14,79 | 2.544 | -11,52 | ||||
| 2026-02-13 | 13F | Destination Wealth Management | 5.625 | 0,00 | 330 | 2,48 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 66.008 | -1,56 | 4.159 | 6,37 | ||||
| 2026-01-26 | 13F | Level Financial Advisors, Inc. | 85.082 | 15,85 | 4.998 | 18,86 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 1.219 | 0,00 | 72 | 2,90 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 8.339 | -35,56 | 490 | -33,92 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 354 | 21 | ||||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 13.021 | -2,98 | 765 | -0,52 | ||||
| 2026-02-17 | 13F | Fmr Llc | 858 | -76,70 | 50 | -76,19 | ||||
| 2026-02-03 | 13F | Manning & Napier Advisors Llc | 620 | -28,74 | 36 | -26,53 | ||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Community Bank, N.A. | 3.677 | 0,00 | 216 | 2,38 | ||||
| 2026-02-17 | 13F | D. E. Shaw & Co., Inc. | 7.740 | 0,00 | 455 | 2,48 | ||||
| 2026-02-02 | 13F | Cypress Point Wealth Management, LLC | 51.000 | 6,21 | 2.996 | 8,95 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 407 | 24 | ||||||
| 2026-02-05 | 13F | Atlas Wealth LLC | 23.654 | 10,32 | 1.389 | 13,20 | ||||
| 2026-02-17 | 13F | Centennial Bank/AR/ | 12.949 | 292,75 | 761 | 304,26 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 1.925 | 99,28 | 114 | 105,45 | ||||
| 2026-01-21 | 13F | StrongBox Wealth, LLC | 31.025 | 35,96 | 1.822 | 39,51 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 132 | 8 | ||||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 4.413 | 259 | ||||||
| 2026-01-12 | 13F | Evanson Asset Management, LLC | 17.653 | 1,45 | 1.037 | 4,02 | ||||
| 2026-01-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 27.218 | -1,25 | 1.599 | 1,33 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 33 | -8,33 | 2 | -50,00 | ||||
| 2026-02-03 | 13F | Pearl Planning LLC | 10.918 | 641 | ||||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 745 | 0,00 | 44 | 2,38 | ||||
| 2026-02-06 | 13F | Prevail Innovative Wealth Advisors, Llc | 188.507 | 269,15 | 11.073 | 278,79 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 440 | 576,92 | 26 | 733,33 | ||||
| 2026-01-09 | 13F | GEM Asset Management, LLC | 5.681 | 0,19 | 344 | 6,50 |
