Grundlæggende statistik
| Institutionelle ejere | 526 total, 526 long only, 0 short only, 0 long/short - change of 5,84% MRQ |
| Gennemsnitlig porteføljeallokering | 1.8993 % - change of 1,42% MRQ |
| Institutionelle aktier (lange) | 112.881.127 (ex 13D/G) - change of 38,73MM shares 52,24% MRQ |
| Institutionel værdi (lang) | $ 8.447.820 USD ($1000) |
Institutionelt ejerskab og aktionærer
American Century ETF Trust - Avantis U.S. Equity ETF (US:AVUS) har 526 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 112,881,127 aktier. Største aktionærer omfatter Align Financial, LLC, HB Wealth Management, LLC, American Century Companies Inc, Oak Root LLC, Annex Advisory Services, LLC, LPL Financial LLC, Colony Group, LLC, Envestnet Asset Management Inc, HighTower Advisors, LLC, and Financial Plan, Inc. .
American Century ETF Trust - Avantis U.S. Equity ETF (ARCA:AVUS) 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 6, 2026 is 113,22 / share. Previously, on March 10, 2025, the share price was 92,47 / share. This represents an increase of 22,44% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-09 | 13F | Hartland & Co., LLC | 10 | 0,00 | 1 | 0,00 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 4.320 | 0,00 | 0 | |||||
| 2026-02-09 | 13F | Diversified Portfolios, Inc. | 5.895 | 1,55 | 659 | 4,28 | ||||
| 2026-02-09 | 13F | Frazier Financial Advisors, LLC | 574 | 0,00 | 64 | 3,23 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 10.096 | -1,11 | 1.129 | 1,71 | ||||
| 2026-01-05 | 13F | Garrett Investment Advisors LLC | 16.919 | -1,61 | 1.891 | 1,18 | ||||
| 2026-02-09 | 13F | Accredited Investor Services, Llc | 492.255 | 1,38 | 55.024 | 4,25 | ||||
| 2026-02-12 | 13F | Trailhead Planners LLC | 15.755 | 1.761 | ||||||
| 2026-01-29 | 13F | Rockwood Wealth Management, LLC | 575.849 | -1,21 | 64.368 | 1,59 | ||||
| 2026-02-09 | 13F | Shufro Rose & Co Llc | 2.221 | 248 | ||||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 1.800 | 201 | |||||
| 2026-01-28 | 13F | Trademark Financial Management, LLC | 8.803 | 0,23 | 984 | 3,14 | ||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 176.978 | -1,02 | 19.783 | 1,78 | ||||
| 2026-01-16 | 13F | Mattern Wealth Management LLC | 363.928 | 2,64 | 40.680 | 5,54 | ||||
| 2026-01-21 | 13F | BIP Wealth, LLC | 3.278 | 366 | ||||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 7 | 0,00 | 1 | |||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 1.566 | 175 | ||||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 13.550 | 0,14 | 1.515 | 2,99 | ||||
| 2026-02-17 | 13F | Herold Advisors, Inc. | 80.220 | 7,92 | 8.967 | 10,99 | ||||
| 2026-01-15 | 13F | Stockman Wealth Management, Inc. | 2.705 | 0,00 | 294 | 0,00 | ||||
| 2026-02-13 | 13F | Safe Harbor Wealth Advisors, LLC | 13.618 | 1.575 | ||||||
| 2026-01-27 | 13F | Elevate Wealth Advisory, Inc | 2.082 | 0,53 | 233 | 3,11 | ||||
| 2026-02-03 | 13F | SFG Wealth Management, LLC. | 57.081 | -0,62 | 6.381 | 2,19 | ||||
| 2026-01-21 | 13F | First United Bank Trust/ | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Acorn Financial Advisory Services Inc /adv | 158.828 | -2,23 | 17.754 | 0,53 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 35.185 | -1,78 | 4 | 0,00 | ||||
| 2026-02-17 | 13F | Trustmark National Bank Trust Department | 12.965 | -3,71 | 1.449 | -0,96 | ||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 413.937 | 7,41 | 46.270 | 10,46 | ||||
| 2026-02-13 | 13F | Commerce Bank | 4.150 | -0,67 | 464 | 1,98 | ||||
| 2026-01-06 | 13F | Collective Family Office Llc | 11.585 | -25,22 | 1.295 | -23,11 | ||||
| 2026-02-11 | 13F | Mattson Financial Services, LLC | 46.968 | 34,26 | 5.250 | 38,09 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 16.188 | 4,89 | 1.810 | 7,87 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 46.426 | 82,48 | 5.190 | 87,67 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 72.755 | 0,51 | 8.133 | 3,36 | ||||
| 2026-01-08 | 13F | Wedmont Private Capital | 91.700 | 0,03 | 10.444 | 4,63 | ||||
| 2026-02-17 | 13F | Hill Investment Group Partners, LLC | 3.872 | -1,95 | 433 | 0,70 | ||||
| 2026-01-09 | 13F | Silverlake Wealth Management Llc | 28.774 | 1,19 | 3.216 | 4,04 | ||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 465.389 | -0,10 | 52.021 | 2,74 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 2.313.333 | 0,07 | 258.584 | 2,91 | ||||
| 2026-01-06 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3.213 | 18,21 | 359 | 21,69 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 120.102 | -2,33 | 13.425 | 0,44 | ||||
| 2026-01-27 | 13F | Summit Wealth Partners, LLC | 45.614 | -7,76 | 5.099 | -5,15 | ||||
| 2026-01-07 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 390.002 | 98,46 | 44.675 | 109,15 | ||||
| 2026-02-03 | 13F | Tranquility Partners, LLC | 4.615 | -12,53 | 516 | -10,28 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 11.937 | 0,59 | 1.334 | 3,49 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 359.435 | 4,55 | 40.178 | 7,51 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 306.043 | 50,18 | 34.210 | 53,34 | ||||
| 2026-01-12 | 13F | RVW Wealth, LLC | 821.848 | -0,63 | 91.866 | 2,18 | ||||
| 2026-01-28 | 13F | SP Asset Management LLC | 1.805 | 202 | ||||||
| 2026-01-26 | 13F | Andrews, Lucia Wealth Management Llc | 12.044 | 61,73 | 1.346 | 66,38 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 9.459 | 69,73 | 1.057 | 74,71 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 1.113.464 | 1,27 | 124.463 | 4,14 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 353.156 | 14,25 | 39.476 | 17,49 | ||||
| 2026-02-11 | 13F | Vise Technologies, Inc. | 2.679 | 0,00 | 299 | 2,75 | ||||
| 2026-02-04 | 13F | Heritage Wealth Management, Inc. /CA/ | 7.626 | 10,00 | 852 | 13,15 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 8.132 | 0,40 | 909 | 3,18 | ||||
| 2026-01-28 | 13F | Financial Plan, Inc. | 1.335.641 | 149.298 | ||||||
| 2026-01-02 | 13F | Global Wealth Strategies & Associates | 996 | 0,00 | 111 | 2,78 | ||||
| 2026-02-05 | 13F | Kane Co Wealth Management, Inc. | 19.128 | 2.138 | ||||||
| 2026-01-26 | 13F | Independent Wealth Network Inc. | 2.388 | 267 | ||||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 69.668 | 9,65 | 7.788 | 12,76 | ||||
| 2026-01-16 | 13F | Meredith Wealth Planning | 89.620 | -2,41 | 10.018 | 0,36 | ||||
| 2026-01-08 | 13F | Bayshore Asset Management, Llc | 71.409 | -0,10 | 7.982 | 2,74 | ||||
| 2026-01-15 | 13F | Avant Financial Advisors LLC | 13.421 | 4,93 | 1.500 | 7,91 | ||||
| 2026-01-21 | 13F | Seed Wealth Management, Inc. | 16.310 | 3,65 | 1.823 | 6,61 | ||||
| 2026-01-23 | 13F | Highland Financial Advisors, LLC | 310.056 | 1,04 | 34.658 | 3,90 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 647.098 | 5,19 | 72.333 | 8,17 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 457.495 | -2,57 | 51.139 | 0,19 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 82.034 | -9,87 | 9.170 | -7,32 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 1.093.303 | 22,63 | 122.210 | 26,11 | ||||
| 2026-01-26 | 13F | Quarry Hill Advisors, Llc | 59.705 | 4,82 | 6.674 | 7,79 | ||||
| 2026-01-13 | 13F | Regatta Capital Group, Llc | 14.360 | -0,79 | 1.605 | 2,03 | ||||
| 2026-01-12 | 13F | KWB Wealth | 37.588 | 4,44 | 4.202 | 15,79 | ||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 6.434 | 0,30 | 719 | 3,16 | ||||
| 2026-02-13 | 13F | American Century Companies Inc | 3.810.384 | 6,70 | 425.925 | 9,73 | ||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 297 | 0,00 | 33 | 3,13 | ||||
| 2026-01-29 | 13F | Verdence Capital Advisors LLC | 2.743 | 0,29 | 307 | 0,99 | ||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 3.896 | 0,00 | 435 | 2,84 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 47.410 | 38,03 | 5.299 | 42,37 | ||||
| 2026-02-02 | 13F | Bull Oak Capital, LLC | 102.675 | -0,80 | 11.477 | 2,02 | ||||
| 2026-02-20 | 13F | Capstone Wealth Management, Inc. | 11.919 | 1.336 | ||||||
| 2025-10-24 | 13F | Trilogy Capital Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Sax Wealth Advisors, Llc | 121.707 | -2,16 | 13.604 | 0,61 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 29.684 | 0,15 | 3.318 | 3,01 | ||||
| 2026-01-23 | 13F | TFC Financial Management | 1.166 | 0,00 | 130 | 3,17 | ||||
| 2026-02-12 | 13F | Betterment LLC | 70.160 | 1,79 | 8 | 0,00 | ||||
| 2026-01-20 | 13F | Independence Bank of Kentucky | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Clear Harbor Asset Management, LLC | 26.275 | 4,50 | 2.937 | 7,46 | ||||
| 2026-01-29 | 13F | M Wealth Management, LLC | 12.641 | -11,35 | 1.413 | -8,84 | ||||
| 2026-02-09 | 13F | Arista Wealth Management, LLC | 6.993 | 0,00 | 782 | 2,76 | ||||
| 2026-01-06 | 13F | Freedom Financial Partners LLC | 182.744 | -9,42 | 20.427 | -6,85 | ||||
| 2026-01-28 | 13F | Consolidated Planning Corp | 488.010 | 1,42 | 54.550 | 4,29 | ||||
| 2026-02-06 | 13F | Geometric Wealth Advisors | 386.244 | -0,56 | 43.174 | 2,26 | ||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 256 | 29 | ||||||
| 2026-01-22 | 13F | Echo Wealth Management, LLC | 80.561 | -14,73 | 9.005 | -12,32 | ||||
| 2026-01-26 | 13F | DBK Financial Counsel, LLC | 7.590 | 0,00 | 848 | 2,79 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 26.027 | 8,31 | 2.909 | 11,37 | ||||
| 2026-01-20 | 13F | Signaturefd, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | HB Wealth Management, LLC | 5.248.830 | 10,22 | 586.714 | 13,35 | ||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 17.059 | -3,06 | 1.907 | -0,31 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 9.345 | 160,89 | 1.045 | 168,38 | ||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 2.043 | 2,92 | 228 | 8,57 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 145.966 | -5,08 | 16.316 | -2,39 | ||||
| 2026-02-04 | 13F | Brio Consultants, LLC | 61.301 | -2,44 | 6.852 | 0,34 | ||||
| 2026-01-07 | 13F | Winebrenner Capital Management Llc | 4.085 | 0,34 | 457 | 3,17 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 18.212 | -6,68 | 2.036 | -4,05 | ||||
| 2026-01-30 | 13F | Wealthfront Advisers Llc | 24.458 | 7,04 | 2.734 | 10,07 | ||||
| 2026-01-12 | 13F | Physician Wealth Solutions Inc. | 36.970 | 0,29 | 4.132 | 3,15 | ||||
| 2026-02-17 | 13F | Creative Planning | 984.914 | -3,35 | 110.094 | -0,61 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 160.451 | -4,12 | 17.935 | -1,40 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 240.683 | 6,61 | 26.904 | 9,63 | ||||
| 2025-11-12 | 13F | Park Square Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Berman McAleer LLC | 0 | -100,00 | 0 | |||||
| 2026-01-09 | 13F | Keb Asset Management, Llc | 6.594 | 9,46 | 737 | 12,69 | ||||
| 2026-01-30 | 13F | Sage Rhino Capital Llc | 78.893 | -3,02 | 8.819 | -0,28 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 2.275 | 0,00 | 254 | 2,83 | ||||
| 2026-02-03 | 13F | SBI Securities Co., Ltd. | 1 | -90,91 | 0 | -100,00 | ||||
| 2026-01-21 | 13F | Landaas & Co /wi /adv | 2.142 | 0,00 | 239 | 2,58 | ||||
| 2026-02-04 | 13F | Dogwood Wealth Management LLC | 2.609 | -2,72 | 292 | 0,00 | ||||
| 2026-01-27 | 13F | Waterfront Wealth Inc. | 14.816 | -1,98 | 1.709 | 4,34 | ||||
| 2026-02-04 | 13F | Prosperitas Financial LLC | 2.418 | 0,42 | 270 | 3,45 | ||||
| 2026-02-04 | 13F | MONECO Advisors, LLC | 2.258 | 252 | ||||||
| 2026-02-11 | 13F | Oak Wealth Advisors LLC | 211.589 | 23.651 | ||||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Smith & Howard Wealth Management, LLC | 3.066 | 0,00 | 343 | 2,70 | ||||
| 2026-02-17 | 13F | Angeles Wealth Management, Llc | 5.505 | -4,68 | 615 | -1,91 | ||||
| 2026-02-06 | 13F | Trajan Wealth LLC | 154.589 | -1,75 | 17.280 | 1,03 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 501.320 | 34,30 | 56.038 | 38,10 | ||||
| 2026-01-16 | 13F | Life Planning Partners, Inc | 20.169 | -26,35 | 2.255 | -24,26 | ||||
| 2026-02-12 | 13F | Tandemgrowth Financial Advisors Llc | 312.044 | 34.880 | ||||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 934 | 140,72 | 104 | 147,62 | ||||
| 2026-01-05 | 13F | Anderson Hoagland & Co | 117.917 | 1,65 | 13.181 | 4,52 | ||||
| 2026-01-07 | 13F | Magnus Financial Group LLC | 18.996 | -5,79 | 2.123 | -3,10 | ||||
| 2026-01-16 | 13F | CRA Financial Services, LLC | 2.410 | 0,00 | 269 | 3,07 | ||||
| 2026-02-09 | 13F | Poinciana Advisors Group, Llc | 6.222 | 0,05 | 696 | 2,96 | ||||
| 2026-02-10 | 13F | Avestar Capital, LLC | 4.403 | -15,31 | 492 | -12,92 | ||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 348 | 39 | ||||||
| 2026-02-17 | 13F | Northern Trust Corp | 3.092 | 346 | ||||||
| 2026-02-11 | 13F | Capital Group Private Client Services, Inc. | 62.117 | 8,20 | 6.943 | 11,27 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 72.362 | 1,57 | 8.089 | 4,46 | ||||
| 2026-01-23 | 13F | Transcend Wealth Collective, Llc | 2.124 | 0,19 | 237 | 3,04 | ||||
| 2026-01-12 | 13F | Quantum Financial Advisors, LLC | 1.233.508 | 3,57 | 137.882 | 6,50 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 5.960 | -6,29 | 666 | -3,62 | ||||
| 2026-02-12 | 13F | Cornerstone Capital, Inc. | 8.940 | -2,51 | 999 | 0,30 | ||||
| 2026-02-13 | 13F | Lauterbach Financial Advisors, LLC | 5.573 | 25,38 | 623 | 28,78 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 12.072 | 1.312 | ||||||
| 2026-01-22 | 13F | Fmb Wealth Management | 152.105 | 5,46 | 17.002 | 8,44 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 754 | 40,93 | 84 | 44,83 | ||||
| 2026-02-10 | 13F | Peak Retirement Planning, Inc. | 1.865 | 208 | ||||||
| 2026-02-09 | 13F | Rhl Group, Llc | 1.573 | 176 | ||||||
| 2026-02-05 | 13F | Plancorp, LLC | 521.963 | -0,31 | 58.345 | 2,51 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 661.818 | 0,21 | 73.978 | 3,05 | ||||
| 2026-02-11 | 13F | Cooper/haims Advisors, Llc | 14.044 | 0,29 | 1.570 | 3,09 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 1.063 | 0,00 | 119 | 2,61 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 5.594 | 0,00 | 625 | 2,80 | ||||
| 2026-02-13 | 13F | Wilkerson Advisory Group LLC | 103.317 | 11.549 | ||||||
| 2025-11-14 | 13F | Knightsbridge Asset Management, Llc | 9.782 | -6,10 | 1.063 | 1,24 | ||||
| 2026-01-27 | 13F | Holcombe Financial, Inc. | 37.154 | -15,44 | 4.153 | -13,04 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 145.131 | 1,90 | 16.223 | 4,78 | ||||
| 2025-09-24 | NP | TWSMX - Strategic Allocation: Moderate Fund Investor Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 421.948 | -16,00 | 43.503 | -4,44 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 487.973 | -3,63 | 54.546 | -0,90 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 2.004 | 131,68 | 224 | 138,30 | ||||
| 2026-01-26 | 13F | Intelligent Financial Strategies | 869 | -5,95 | 97 | -3,00 | ||||
| 2026-01-13 | 13F | Mather Group, Llc. | 3.143 | 0,00 | 351 | 2,93 | ||||
| 2026-02-11 | 13F | Gateway Wealth Partners, LLC | 117.913 | 1,77 | 13.180 | 4,65 | ||||
| 2026-01-27 | 13F | Traphagen Investment Advisors Llc | 1.253.450 | 1,62 | 140.111 | 4,50 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 6.906 | 5,37 | 772 | 8,29 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 3.832 | -0,70 | 428 | 2,15 | ||||
| 2026-01-16 | 13F | Oak Root LLC | 2.905.949 | -4,18 | 324.827 | -1,46 | ||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 35.522 | 90,71 | 3.971 | 96,15 | ||||
| 2026-02-12 | 13F | Burk Holdings LLC | 24.492 | -4,58 | 2.738 | -1,90 | ||||
| 2026-02-06 | 13F | Evoke Wealth, Llc | 3.064 | -23,30 | 342 | -21,20 | ||||
| 2026-02-11 | 13F | Curio Wealth, Llc | 66.630 | 0,79 | 7.547 | 5,04 | ||||
| 2026-01-14 | 13F | Wealthcare Advisory Partners LLC | 10.140 | -10,91 | 1.133 | -8,41 | ||||
| 2025-09-26 | NP | BLUX - Bluemonte Dynamic Total Market ETF | 28 | 3 | ||||||
| 2025-11-12 | 13F | TCG Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Clark Asset Management, LLC | 3.624 | 53,69 | 405 | 58,20 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 62.198 | 6,37 | 7 | 0,00 | ||||
| 2026-02-02 | 13F | Robertson Stephens Wealth Management, LLC | 10.985 | 0,29 | 1.228 | 3,11 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 9.019 | 0,00 | 1.008 | 2,86 | ||||
| 2026-01-27 | 13F | Forum Financial Management, LP | 32.231 | -9,55 | 3.603 | -7,00 | ||||
| 2026-01-05 | 13F | Park Avenue Securities Llc | 727.765 | 9,37 | 81 | 12,50 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 134.182 | -0,79 | 14.999 | 2,02 | ||||
| 2026-01-21 | 13F | Apella Capital, LLC | 173.402 | 1,71 | 19.383 | 5,95 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 579 | 0,00 | 65 | 3,23 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 15.434 | -14,88 | 1.725 | -12,44 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 400.195 | -1,23 | 44.734 | 1,56 | ||||
| 2026-02-02 | 13F | Triune Financial Partners, LLC | 32.534 | -4,61 | 3.763 | 1,51 | ||||
| 2026-02-13 | 13F | Entrewealth, Llc | 2.740 | 47,95 | 321 | 59,70 | ||||
| 2026-01-16 | 13F | Claris Advisors, Llc / Mo / | 3.293 | 0,18 | 368 | 11,18 | ||||
| 2026-01-06 | 13F | Ehrlich Financial Group | 65.831 | 5,17 | 7.359 | 8,16 | ||||
| 2026-02-13 | 13F | Eaton-Cambridge Inc. | 49.455 | -0,89 | 5.528 | 1,94 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 3.500 | -76,35 | 391 | -75,68 | ||||
| 2026-01-09 | 13F | Dynamic Advisor Solutions LLC | 9.762 | 5,25 | 1.091 | 8,23 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 6.933 | -4,62 | 775 | -2,03 | ||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 2.679 | 0,00 | 299 | 2,75 | ||||
| 2025-09-26 | NP | BLUC - Bluemonte Large Cap Core ETF | 15 | 2 | ||||||
| 2026-02-13 | 13F | Chevy Chase Trust Holdings, Inc. | 2.911 | 0,00 | 325 | 2,85 | ||||
| 2026-01-26 | 13F | Tanager Wealth Management LLP | 181.298 | -6,07 | 20.265 | -3,41 | ||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 359.010 | 283,40 | 40.130 | 294,28 | ||||
| 2026-01-30 | 13F | SOL Capital Management CO | 63.680 | -25,22 | 7 | -22,22 | ||||
| 2025-11-12 | 13F | Armis Advisers, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 698.955 | 3,33 | 78.129 | 6,26 | ||||
| 2026-02-17 | 13F | Gotham Asset Management, LLC | 50.500 | 0,00 | 5.645 | 2,82 | ||||
| 2026-02-10 | 13F | Greenspring Advisors, LLC | 194.101 | 12,56 | 21.697 | 15,76 | ||||
| 2026-01-09 | 13F | Zrc Wealth Management, Llc | 29.165 | -1,71 | 3.260 | 1,09 | ||||
| 2026-01-20 | 13F | Kavar Capital Partners Group, Llc | 16.023 | 1.791 | ||||||
| 2026-01-07 | 13F | WESPAC Advisors SoCal, LLC | 3.499 | -2,78 | 391 | 0,00 | ||||
| 2026-02-12 | 13F | Trace Wealth Advisors, LLC | 164.495 | 0,05 | 18.387 | 2,88 | ||||
| 2026-01-28 | 13F | Caliber Wealth Management, LLC / KS | 565.860 | 9,32 | 63.252 | 12,42 | ||||
| 2026-02-06 | 13F | Paul R. Ried Financial Group, LLC | 1.832 | 205 | ||||||
| 2026-02-03 | 13F | Baker Boyer National Bank | 9.297 | 1.039 | ||||||
| 2026-02-09 | 13F | Morris Financial Concepts, Inc. | 22.117 | -11,55 | 2.472 | -9,02 | ||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 261.060 | 51,78 | 29.181 | 56,08 | ||||
| 2026-02-02 | 13F | Riverchase Wealth Management, Llc | 36.891 | 16,92 | 4.124 | 20,24 | ||||
| 2026-01-15 | 13F | Sollinda Capital Management LLC | 74.511 | 14,49 | 8.329 | 17,73 | ||||
| 2026-02-06 | 13F | Tanglewood Legacy Advisors, LLC | 9.206 | -8,54 | 1.029 | -5,94 | ||||
| 2026-02-09 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 49.483 | 0,47 | 5.531 | 3,33 | ||||
| 2026-01-26 | 13F | Grand Wealth Management, Llc | 129.303 | -0,66 | 14.454 | 2,16 | ||||
| 2026-02-09 | 13F | Kestra Investment Management, LLC | 76.862 | 15,80 | 8.592 | 19,07 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 21.484 | 1,95 | 2.401 | 4,85 | ||||
| 2026-01-30 | 13F | Oakwell Private Wealth Management, LLC | 6.809 | -1,73 | 761 | 1,06 | ||||
| 2026-02-13 | 13F | Hurley Capital, LLC | 153 | 0,00 | 17 | 6,25 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Disciplina Capital Management LLC | 438.915 | 0,47 | 49.062 | 3,32 | ||||
| 2026-02-12 | 13F | JRM Investment Counsel, LLC | 321.496 | 0,32 | 35.937 | 3,16 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 33.236 | 4,35 | 3.716 | 7,34 | ||||
| 2026-02-10 | 13F | Linscomb & Williams, Inc. | 5.566 | 7,74 | 622 | 10,87 | ||||
| 2026-02-02 | 13F | Chapman Financial Group, Llc | 2.735 | 0,00 | 306 | 2,69 | ||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 12.266 | 1 | ||||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2025-10-28 | 13F | BRYN MAWR TRUST Co | 60 | 0,00 | 7 | 0,00 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 925 | -20,80 | 105 | -17,32 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 616.308 | -13,67 | 68.891 | -11,23 | ||||
| 2026-01-28 | 13F | Pacific Asset Management, LLC | 17.233 | -5,30 | 1.926 | -2,58 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1.979.602 | 2,70 | 221.280 | 5,61 | ||||
| 2026-02-09 | 13F | Family Office Research LLC | 111.405 | -0,57 | 12.578 | 3,27 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 218.141 | 0,98 | 25.056 | 4,40 | ||||
| 2026-01-08 | 13F | Signet Financial Management, Llc | 4.487 | -12,99 | 502 | -10,54 | ||||
| 2026-02-06 | 13F | Legacy Financial Group, Inc. | 350.459 | 6,48 | 39.174 | 9,50 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 30.024 | -0,18 | 3.356 | 2,66 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 2.600 | 0,00 | 293 | 3,90 | ||||
| 2025-09-24 | NP | AAARX - Strategic Allocation: Aggressive Fund R Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 421.448 | -10,15 | 43.451 | 2,21 | ||||
| 2026-02-11 | 13F | Stonebrook Private Inc. | 2.547 | 285 | ||||||
| 2026-01-27 | 13F | Symmetry Partners, LLC | 62.773 | -8,21 | 7.017 | -5,61 | ||||
| 2026-02-11 | 13F | Sunrise Financial Services, LLC | 2.128 | 238 | ||||||
| 2026-01-28 | 13F | Financial Symmetry Inc | 75.778 | -0,93 | 8.470 | 1,88 | ||||
| 2026-02-11 | 13F | Truepoint, Inc. | 7.845 | -0,18 | 877 | 2,58 | ||||
| 2025-10-09 | 13F | AdvisorNet Financial, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | LRI Investments, LLC | 80.884 | 0,00 | 9.041 | 2,83 | ||||
| 2026-01-26 | 13F | Annex Advisory Services, LLC | 2.464.437 | -5,93 | 275.475 | -3,26 | ||||
| 2026-01-23 | 13F | BSW Wealth Partners | 363.168 | -5,06 | 40.595 | -2,37 | ||||
| 2026-02-12 | 13F | Sandhill Capital Partners LLC | 3.018 | 49,63 | 337 | 53,88 | ||||
| 2026-02-13 | 13F | marrick wealth, LLC | 95.917 | 10.722 | ||||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 161 | -85,27 | 18 | -85,59 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 5.976 | 0,20 | 668 | 2,93 | ||||
| 2026-01-22 | 13F | Vicus Capital | 29.037 | 0,59 | 3.246 | 3,44 | ||||
| 2026-02-17 | 13F | Fmr Llc | 7.096 | 7,58 | 793 | 10,75 | ||||
| 2026-02-09 | 13F | Flagstone Financial Management | 133.728 | 1,24 | 14.948 | 4,12 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 16.338 | 310,92 | 1.826 | 322,69 | ||||
| 2026-02-05 | 13F | Cauble & Harre Wealth Management, Inc. | 2.265 | 253 | ||||||
| 2026-02-12 | 13F | Haven Private, LLC | 2.725 | -1,77 | 305 | 1,00 | ||||
| 2026-01-29 | 13F | Facet Wealth, Inc. | 21.783 | -1,40 | 2.527 | 5,21 | ||||
| 2026-01-30 | 13F | Belleair Asset Management, LLC | 3.669 | 410 | ||||||
| 2026-02-02 | 13F | Cypress Point Wealth Management, LLC | 50.025 | -6,97 | 5.592 | -4,35 | ||||
| 2026-01-13 | 13F | Buttonwood Financial Group, LLC | 63.486 | -19,01 | 7.304 | -14,43 | ||||
| 2026-02-10 | 13F | Western Reserve Capital Management, LLC | 12.719 | 1.422 | ||||||
| 2026-01-29 | 13F | Aspen Capital Management, LLC | 14.662 | 0,00 | 1.639 | 2,82 | ||||
| 2026-02-06 | 13F | Auxano Advisors, LLC | 64.948 | -4,07 | 7.260 | -1,36 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 6.305 | -39,58 | 705 | -37,92 | ||||
| 2026-01-23 | 13F | Intelligence Driven Advisers, LLC | 3.751 | 0,00 | 419 | 2,95 | ||||
| 2026-02-10 | 13F | Nomura Asset Management Co Ltd | 0 | 0 | ||||||
| 2026-02-10 | 13F | Jordan Park Group LLC | 6.898 | 0,00 | 771 | 2,94 | ||||
| 2026-02-09 | 13F | Parkshore Wealth Management, Inc. | 86.498 | -1,17 | 9.669 | 1,62 | ||||
| 2026-02-13 | 13F | Minot DeBlois Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Integrity Wealth Solutions LLC | 45.167 | 2,28 | 5.049 | 5,19 | ||||
| 2026-01-20 | 13F | Voisard Asset Management Group, Inc. | 28.717 | 5,11 | 3.210 | 8,08 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 5.917 | -1,09 | 661 | 1,38 | ||||
| 2025-11-03 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 19.189 | 2.145 | ||||||
| 2026-02-17 | 13F | McCartney Wealth Management LLC | 130.194 | 14.553 | ||||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 2.979 | 0,00 | 333 | 2,79 | ||||
| 2026-01-20 | 13F | Global Trust Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-09 | 13F | GEM Asset Management, LLC | 2.026 | 0,10 | 231 | 4,55 | ||||
| 2026-02-11 | 13F | M Holdings Securities, Inc. | 13.177 | 1 | ||||||
| 2026-01-09 | 13F | Aurelius Family Office LLC | 10.057 | -0,33 | 1.143 | 4,20 | ||||
| 2026-01-09 | 13F | Hardin Capital Partners, LLC | 14.683 | 18,77 | 1.641 | 22,19 | ||||
| 2026-01-12 | 13F | Salem Investment Counselors Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Awm Capital, Llc | 429.029 | 0,08 | 47.957 | 2,91 | ||||
| 2026-02-11 | 13F | Strategic Wealth Designers | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Austin Wealth Management, LLC | 11.286 | 6,27 | 1.290 | 11,99 | ||||
| 2026-01-29 | 13F | UBS Group AG | 63.523 | -9,89 | 7.101 | -7,33 | ||||
| 2026-02-10 | 13F | Fielder Capital Group LLC | 41.228 | -2,12 | 4.608 | 0,66 | ||||
| 2026-02-05 | 13F | USAdvisors Wealth Management, LLC | 10.857 | 1,14 | 1 | 0,00 | ||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 123.990 | 13.860 | ||||||
| 2026-02-05 | 13F | Passive Capital Management, LLC. | 188.161 | 0,38 | 21.033 | 3,22 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 26.217 | 5,53 | 2.931 | 8,52 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 334.652 | 9,58 | 37.407 | 12,69 | ||||
| 2026-01-14 | 13F | Northwest Wealth Management, Llc | 79.440 | -2,89 | 8.880 | -0,13 | ||||
| 2026-02-10 | 13F | Acorn Wealth Advisors, LLC | 4.739 | -15,57 | 530 | -13,28 | ||||
| 2026-02-17 | 13F | Foundry Financial LLC | 5.002 | 559 | ||||||
| 2026-01-23 | 13F | Fonville Wealth Management LLC | 129.369 | 5,96 | 14.461 | 8,97 | ||||
| 2026-02-06 | 13F | Ruedi Wealth Management, Inc. | 35.572 | -1,15 | 3.976 | 1,66 | ||||
| 2026-01-30 | 13F | Ares Financial Consulting, LLC | 34.124 | 3.814 | ||||||
| 2026-01-23 | 13F | Ramsay, Stattman, Vela & Price, Inc. | 2.466 | 0,00 | 276 | 2,61 | ||||
| 2026-01-15 | 13F | Vannoy Advisory Group, Inc. | 70.142 | 0,00 | 7.840 | 2,83 | ||||
| 2026-01-20 | 13F | Revolve Wealth Partners, LLC | 16.420 | 1.835 | ||||||
| 2025-11-06 | 13F | LexAurum Advisors, LLC | 203.694 | -2,97 | 22.142 | 4,62 | ||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 1.885 | 211 | ||||||
| 2026-01-21 | 13F | SC&H Financial Advisors, Inc. | 627.798 | -1,59 | 70.175 | 1,20 | ||||
| 2026-02-13 | 13F | Seaside Wealth Management, Inc. | 3.049 | 0,30 | 341 | 3,03 | ||||
| 2026-01-15 | 13F | Heirloom Wealth Management | 80.347 | 10,44 | 8.981 | 13,57 | ||||
| 2026-01-29 | 13F | Almanack Investment Partners, LLC. | 2.040 | 0,00 | 228 | 3,17 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 91 | 10 | ||||||
| 2026-02-03 | 13F | Indivisible Partners | 347.707 | 38.867 | ||||||
| 2026-01-21 | 13F | Leo Wealth, LLC | 483.817 | 80,99 | 54.104 | 86,20 | ||||
| 2026-01-22 | 13F | Jackson Thornton Asset Management, Llc | 4.851 | 0,00 | 556 | 4,52 | ||||
| 2026-02-05 | 13F | Yardley Wealth Management LLC | 5.123 | 0,00 | 573 | 2,88 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Frankly Finances, LLC | 7.586 | 848 | ||||||
| 2026-02-05 | 13F | Atlas Wealth LLC | 81.630 | 6,44 | 9.125 | 9,45 | ||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 1.954 | 0,00 | 218 | 2,83 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 104 | 12 | ||||||
| 2026-02-02 | 13F | CENTRAL TRUST Co | 131 | 0,00 | 15 | 0,00 | ||||
| 2026-02-04 | 13F | Austin Asset Management Co Inc | 3.227 | -63,80 | 361 | -62,85 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1.108.221 | 1,13 | 123.877 | 103.997,48 | ||||
| 2026-02-02 | 13F | HTG Investment Advisors, Inc. | 241.223 | 13,75 | 26.964 | 16,97 | ||||
| 2026-01-14 | 13F | Exchange Traded Concepts, Llc | 30 | -48,28 | 3 | -50,00 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 5.545 | -18,05 | 620 | -15,78 | ||||
| 2026-02-09 | 13F | Glenview Trust Co | 371.188 | 51,28 | 41.491 | 55,57 | ||||
| 2026-01-26 | 13F | XY Planning Network, Inc. | 19.434 | -4,26 | 2.172 | 6,16 | ||||
| 2026-01-21 | 13F | Sensenig Capital Advisors, Inc | 242.545 | 27.112 | ||||||
| 2026-02-13 | 13F | Change Path, LLC | 28.387 | 4,39 | 3.173 | 7,34 | ||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 299 | 0,00 | 34 | 6,25 | ||||
| 2026-01-14 | 13F | Cypress Wealth Services, LLC | 2.944 | 0,00 | 329 | 3,13 | ||||
| 2025-11-14 | 13F | Full Sail Capital, LLC | 631.210 | -4,64 | 68.612 | 2,81 | ||||
| 2026-02-23 | 13F | Monetary Solutions, Ltd | 345 | 39 | ||||||
| 2026-02-13 | 13F | Strathmore Capital Advisors, Inc. | 6.987 | 0,00 | 781 | 2,90 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 1.676.917 | 1,07 | 187.446 | 3,94 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 70.831 | -4,96 | 7.918 | -2,27 | ||||
| 2026-01-08 | 13F | Gradient Investments LLC | 298.812 | 57,85 | 33.401 | 62,33 | ||||
| 2026-01-15 | 13F | Saxony Capital Management, LLC | 7.399 | 0,00 | 827 | 2,86 | ||||
| 2026-01-26 | 13F | Harbor Asset Planning, Inc. | 285 | 0,35 | 32 | 3,33 | ||||
| 2026-01-28 | 13F | Citizens & Northern Corp | 13.829 | 0,00 | 1.546 | 2,79 | ||||
| 2026-02-10 | 13F | Arcadia Wealth Management, Inc. | 335.379 | 5,80 | 37.489 | 8,79 | ||||
| 2026-02-17 | 13F | Brown Financial Advisors | 10.825 | 30,83 | 1.210 | 34,59 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 7.509 | -26,13 | 839 | -24,00 | ||||
| 2026-01-27 | 13F/A | Capital Performance Advisors Llp | 23.282 | -1,28 | 2.602 | 1,52 | ||||
| 2026-02-06 | 13F | Morling Financial Advisors, LLC | 54.497 | -0,96 | 6.092 | 1,84 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 137 | -56,09 | 15 | -54,55 | ||||
| 2026-01-16 | 13F | McLean Asset Management Corp | 677.180 | 41,59 | 77.598 | 48,29 | ||||
| 2025-10-08 | 13F | Beacon Financial Group | 17.465 | -0,29 | 1.898 | 7,54 | ||||
| 2026-02-13 | 13F | B&D White Capital Company, LLC | 750.556 | 35,61 | 83.897 | 39,45 | ||||
| 2026-01-23 | 13F | Bridgewater Advisors Inc. | 700.712 | 8,22 | 80.330 | 14,08 | ||||
| 2025-09-26 | NP | BINT - Bluemonte Global Equity ETF | 20 | 2 | ||||||
| 2026-02-06 | 13F | Addison Advisors LLC | 7 | 0,00 | 1 | |||||
| 2025-10-30 | 13F | Twin Peaks Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Integrity Investment Advisors, LLC | 63.155 | 2,19 | 7.059 | 5,09 | ||||
| 2026-01-29 | 13F | Porter White Investment Advisors, Inc. | 11.888 | 0,00 | 1.329 | 2,79 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 2.114 | 1.061,54 | 236 | 1.142,11 | ||||
| 2026-02-13 | 13F | Generations Wealth, LLC | 96.792 | 10.819 | ||||||
| 2026-01-12 | 13F | Wealth Management Partners, LLC | 12.381 | -13,55 | 1.384 | -11,12 | ||||
| 2026-02-10 | 13F | Cogent Private Wealth, Inc. | 30.865 | 3.450 | ||||||
| 2026-02-13 | 13F | OpenArc Corporate Advisory, LLC | 3.688 | 412 | ||||||
| 2026-02-13 | 13F | Element Wealth, LLC | 8.818 | 37,61 | 986 | 41,52 | ||||
| 2026-01-06 | 13F | Tucker Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | RCS Financial Planning, LLC | 2.683 | 3,95 | 300 | 6,79 | ||||
| 2026-02-05 | 13F | Pinnacle Financial Group, LLC / IL | 5.547 | 2,51 | 620 | 5,44 | ||||
| 2026-02-10 | 13F | Ark & Tlk Investments, Llc | 59.058 | 49,70 | 6.601 | 53,94 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 162.068 | -50,86 | 18.116 | -49,47 | ||||
| 2025-11-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 5.215 | -3,64 | 583 | -1,02 | ||||
| 2026-02-03 | 13F | AssuredPartners Investment Advisors, LLC | 2.508 | -8,00 | 280 | -5,41 | ||||
| 2025-09-26 | NP | BLGR - Bluemonte Large Cap Growth ETF | 17 | 2 | ||||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 211.555 | 19,08 | 23.651 | 23,27 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 179.016 | 4,04 | 20.010 | 6,98 | ||||
| 2025-11-13 | 13F | GeoWealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-27 | 13F | WealthPlan Investment Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-02 | 13F | Madrid Wealth Management, LLC | 108.906 | 12.173 | ||||||
| 2026-01-16 | 13F | Red Lighthouse Investment Management, Llc | 429.120 | 0,57 | 47.967 | 3,42 | ||||
| 2026-02-13 | 13F | Burton Enright Welch | 251.058 | 28.063 | ||||||
| 2026-01-23 | 13F | Lam Group, Inc. | 13.255 | 18,77 | 1.482 | 22,09 | ||||
| 2026-02-24 | 13F | DGS Capital Management, LLC | 2.211 | 247 | ||||||
| 2026-01-15 | 13F | Paladin Wealth, LLC | 11.460 | 49,80 | 1.281 | 54,03 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 2.192 | 0,00 | 245 | 2,94 | ||||
| 2026-02-13 | 13F | North Ridge Wealth Advisors, Inc. | 41.575 | -1,62 | 4.647 | 1,18 | ||||
| 2026-01-23 | 13F | Visionary Horizons, LLC | 59.894 | 6,05 | 6.695 | 9,07 | ||||
| 2026-01-08 | 13F | Versant Capital Management, Inc | 65.228 | 0,63 | 7.291 | 3,48 | ||||
| 2026-01-29 | 13F | Aprio Wealth Management, LLC | 8.645 | 0,14 | 966 | 2,99 | ||||
| 2026-02-06 | 13F | Lutz Financial Services LLC | 4.044 | 6,96 | 452 | 10,24 | ||||
| 2025-09-24 | NP | AACRX - Strategic Allocation: Conservative Fund R Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 109.000 | -33,51 | 11.238 | -24,36 | ||||
| 2026-01-23 | 13F | Sunpointe, LLC | 20.397 | -1,99 | 2.280 | 0,75 | ||||
| 2026-01-26 | 13F | Parcion Private Wealth LLC | 11.602 | 0,00 | 1.297 | 2,78 | ||||
| 2026-01-14 | 13F | Acropolis Investment Management, LLC | 163.813 | 2,30 | 18.311 | 13,42 | ||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 127.912 | 0,41 | 14.298 | 3,26 | ||||
| 2026-02-11 | 13F | Endeavor Private Wealth, Inc. | 72.078 | -14,66 | 8.057 | -12,24 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 143.153 | 16.002 | ||||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 2.450 | 0,00 | 274 | 2,63 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 994.121 | -7,19 | 111.123 | -4,56 | ||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 271.612 | 5,62 | 30.361 | 8,61 | ||||
| 2026-01-23 | 13F | Private Wealth Management Group, LLC | 20.826 | 0,57 | 2.328 | 3,42 | ||||
| 2026-02-13 | 13F | Retirement Financial Solutions, Llc | 333.192 | 37.244 | ||||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 5.814 | -0,33 | 650 | 2,37 | ||||
| 2026-02-17 | 13F | RMB Capital Management, LLC | 7.410 | 1,69 | 828 | 4,55 | ||||
| 2026-01-27 | 13F | Werba Rubin Papier Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 1.897 | -3,66 | 212 | -0,93 | ||||
| 2026-01-29 | 13F | Comerica Bank | 323 | -60,71 | 36 | -59,55 | ||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 2.705 | 0,00 | 302 | 2,72 | ||||
| 2026-02-12 | 13F | Tillman Hartley LLC | 39.799 | 0,00 | 4.449 | 2,82 | ||||
| 2026-02-13 | 13F | TFB Advisors LLC | 15.606 | -0,64 | 1.744 | 2,95 | ||||
| 2026-01-26 | 13F | Oceanside Advisors LLC | 4.887 | -4,10 | 546 | -1,27 | ||||
| 2026-01-08 | 13F | Websterrogers Financial Advisors, Llc | 254.660 | -1,33 | 28.466 | 1,46 | ||||
| 2026-02-17 | 13F | Colter Lewis Investment Partners LLC | 5.055 | 565 | ||||||
| 2026-02-13 | 13F | Ariadne Wealth Management, LP | 59.930 | -1,58 | 6.932 | 4,29 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Arq Wealth Advisors, Llc | 161.471 | 10,90 | 18.049 | 14,05 | ||||
| 2026-02-23 | 13F | McMill Wealth Management | 4.941 | 2,00 | 552 | 4,94 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 262 | 29 | ||||||
| 2026-02-04 | 13F | Continuum Wealth Advisors, Llc | 270.853 | 1,19 | 30.276 | 4,06 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 3.282 | 0,00 | 367 | 2,81 | ||||
| 2026-02-05 | 13F | Cornerstone Wealth Management, LLC | 85.929 | 13,16 | 9.605 | 16,37 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 1.015.677 | -10,45 | 113.532 | -7,92 | ||||
| 2025-11-14 | 13F | Two Sigma Investments, Lp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-05 | 13F | L & S Advisors Inc | 45.777 | 0,14 | 5.117 | 2,98 | ||||
| 2026-01-29 | 13F | Calamos Wealth Management LLC | 2.673 | 0,00 | 299 | 2,76 | ||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 81 | 0,00 | 9 | 12,50 | ||||
| 2026-01-12 | 13F | Certified Advisory Corp | 19.669 | -9,38 | 2.199 | -6,82 | ||||
| 2026-02-10 | 13F | Evolution Wealth Management Inc. | 2.963 | 131,30 | 331 | 138,13 | ||||
| 2025-11-12 | 13F | Willow Creek Wealth Management Inc. | 7.091 | -0,53 | 771 | 7,24 | ||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 9.450 | 0,00 | 1.056 | 2,82 | ||||
| 2026-01-12 | 13F | Canvas Wealth Advisors, LLC | 34.740 | -2,14 | 3.883 | 0,18 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 219 | 0,00 | 24 | 4,35 | ||||
| 2025-11-12 | 13F | Accredited Wealth Management, LLC | 7.227 | -94,76 | 15.448 | 11,11 | ||||
| 2025-11-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Maseco Llp | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Aspiriant, Llc | 4.493 | 0,00 | 502 | 2,87 | ||||
| 2025-11-13 | 13F | Promus Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-06 | 13F | Wealthstream Advisors, Inc. | 4.906 | 0,00 | 533 | 7,89 | ||||
| 2026-01-30 | 13F | Torren Management, LLC | 195.181 | 21.817 | ||||||
| 2026-01-26 | 13F | WorthPointe, LLC | 269.325 | 2,22 | 30.105 | 5,12 | ||||
| 2026-02-02 | 13F | MN Wealth Advisors, LLC | 64.782 | 0,03 | 7.241 | 2,87 | ||||
| 2026-02-02 | 13F | Holistic Planning, LLC | 6.943 | 776 | ||||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 3.610 | 0,03 | 403 | 10,41 | ||||
| 2026-01-08 | 13F | Ridgeline Wealth, LLC | 55.212 | 8,10 | 6.172 | 11,17 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 387.772 | 63,30 | 43.345 | 67,93 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 53.850 | -15,41 | 6.019 | -13,01 | ||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 2.096 | 0,00 | 234 | 3,08 | ||||
| 2026-02-05 | 13F | PCG Wealth Advisors, LLC | 2.301 | -14,84 | 257 | -12,29 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 1.684.681 | 3,88 | 188.314 | 6,83 | ||||
| 2026-01-20 | 13F | Pine Harbor Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | McGlone Suttner Wealth Management, Inc. | 515.580 | 2,32 | 57.632 | 5,22 | ||||
| 2026-01-27 | 13F | 55 North Private Wealth, LLC | 3.663 | 409 | ||||||
| 2026-02-13 | 13F | Clarity Asset Management, Inc. | 5.140 | -2,76 | 575 | 0,00 | ||||
| 2026-02-09 | 13F | Key FInancial Inc | 26 | 0,00 | 3 | 0,00 | ||||
| 2026-01-08 | 13F | Hutchens & Kramer Investment Management Group, LLC | 276.001 | 48,76 | 30.851 | 52,98 | ||||
| 2026-01-16 | 13F | Perigon Wealth Management, LLC | 78.165 | -1,72 | 8.737 | 1,06 | ||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 8 | 0,00 | 0 | |||||
| 2026-01-07 | 13F | Lakeridge Wealth Management LLC | 75.363 | -6,12 | 8.424 | -3,46 | ||||
| 2026-01-13 | 13F | Well Done, LLC | 4.094 | 458 | ||||||
| 2026-01-13 | 13F | Synergy Financial Management, LLC | 2.763 | 0,00 | 309 | 2,67 | ||||
| 2026-01-30 | 13F | Valued Wealth Advisors LLC | 25.199 | -1,15 | 2.817 | 1,62 | ||||
| 2026-02-04 | 13F | Nwam Llc | 14.684 | -4,19 | 1.694 | 1,32 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Bessemer Group Inc | 2.688 | 0,00 | 0 | |||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 146.678 | 26,53 | 16.396 | 30,12 | ||||
| 2026-01-08 | 13F | True Wealth Design, LLC | 40.811 | -4,98 | 4.562 | -2,29 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 12.856 | -2,96 | 1.437 | -0,21 | ||||
| 2026-02-11 | 13F | Nemes Rush Group LLC | 275 | 0,00 | 31 | 3,45 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 6.808 | -18,30 | 761 | -15,91 | ||||
| 2026-02-11 | 13F | Pfc Capital Group, Inc. | 150 | 74,42 | 0 | |||||
| 2026-02-09 | 13F | Clune & Associates, Ltd. | 11.104 | 433,08 | 1.241 | 449,12 | ||||
| 2026-02-17 | 13F | Abel Hall, LLC | 13.163 | -0,18 | 1.471 | 2,65 | ||||
| 2026-01-21 | 13F | Greenleaf Trust | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 390.100 | 47,56 | 43.605 | 51,74 | ||||
| 2026-01-23 | 13F | Creative Capital Management Investments LLC | 2.185 | 0,00 | 244 | 2,95 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 79 | 9 | ||||||
| 2026-01-14 | 13F | Prosperity Planning, Inc. | 51.580 | 6,68 | 5.766 | 9,71 | ||||
| 2025-09-26 | NP | BVAL - Bluemonte Large Cap Value ETF | 12 | 1 | ||||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 94 | 0,00 | 11 | 0,00 | ||||
| 2026-02-17 | 13F | Lantern Wealth Advisors, LLC | 82.028 | -6,77 | 9.169 | -4,12 | ||||
| 2026-02-10 | 13F | WCG Wealth Advisors LLC | 428.096 | 3,93 | 47.853 | 6,87 | ||||
| 2026-01-12 | 13F | Divergent Planning, LLC | 242.241 | 1,85 | 27.264 | 4,96 | ||||
| 2026-01-15 | 13F | Signature Wealth Management Group | 2.448 | 274 | ||||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 795 | -0,62 | 89 | 2,33 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Annandale Capital, LLC | 94.819 | 0,00 | 11 | -90,29 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 3.217 | 49,98 | 360 | 66,20 | ||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 394 | 0,00 | 44 | 4,76 | ||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 601.966 | -1,06 | 68.955 | 4,08 | ||||
| 2026-02-04 | 13F | AGH Wealth Advisors, LLC | 11.302 | -1,81 | 1.264 | 0,96 | ||||
| 2026-01-29 | 13F | Approach Retirement Advisors, LLC | 56.317 | 6.295 | ||||||
| 2026-01-26 | 13F | Prosperity Financial Group, Inc. | 2.348 | -3,93 | 262 | -1,13 | ||||
| 2026-01-21 | 13F | Sowell Financial Services LLC | 2.689 | 0,00 | 301 | 2,74 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 60.702 | -51,01 | 6.785 | -49,62 | ||||
| 2026-02-06 | 13F | L.K. Benson & Company, P.C. | 5.887 | 3,30 | 658 | 6,14 | ||||
| 2026-02-10 | 13F | Operose Advisors LLC | 137 | 0,00 | 15 | 7,14 | ||||
| 2026-01-15 | 13F | Fortitude Family Office, LLC | 1.000 | -56,04 | 112 | -55,06 | ||||
| 2026-02-13 | 13F | Centerpoint Advisors, LLC | 75 | 0,00 | 0 | |||||
| 2026-01-20 | 13F | Alpha Financial Advisors, LLC | 4.929 | 0,00 | 551 | 2,80 | ||||
| 2026-02-03 | 13F | Financial Partners Group, Inc | 2.714 | -23,31 | 314 | -18,49 | ||||
| 2025-10-20 | 13F | Squire Investment Management Company, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Sterneck Capital Management, LLC | 63.751 | 18,30 | 7.126 | 21,67 | ||||
| 2026-01-28 | 13F | Wealth Management Nebraska | 7.773 | 0,00 | 869 | 2,84 | ||||
| 2026-02-17 | 13F | SwitchPoint Financial Planning, LLC | 17.977 | 0,00 | 2.009 | 2,81 | ||||
| 2026-01-26 | 13F | Great Point Wealth Advisors, LLC | 1.122.278 | -0,27 | 125.448 | 2,55 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 74.168 | 227,92 | 8.291 | 237,27 | ||||
| 2026-01-28 | 13F | REDW Wealth LLC | 147.213 | -8,47 | 16.455 | -5,88 | ||||
| 2026-02-10 | 13F | Platform Wealth Management, LLC | 12.485 | 1.396 | ||||||
| 2025-11-10 | 13F | Jfs Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 1.046 | 0,00 | 117 | 2,65 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | REAP Financial Group, LLC | 1.505 | 0,00 | 168 | 3,07 | ||||
| 2026-01-15 | 13F | Parkwoods Wealth Partners, LLC | 3.026 | 6,21 | 338 | 9,39 | ||||
| 2026-01-28 | 13F | WMG Financial Advisors, LLC | 501.994 | -0,33 | 56.113 | 2,49 | ||||
| 2026-02-10 | 13F | DT Investment Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Abacus Wealth Partners, LLC | 2.134 | 0,00 | 239 | 3,03 | ||||
| 2026-01-23 | 13F | BCR Wealth Strategies, LLC | 680.882 | -0,09 | 76 | 2,70 | ||||
| 2026-01-07 | 13F | CWA Asset Management Group, LLC | 5.209 | 21,22 | 582 | 24,63 | ||||
| 2026-01-26 | 13F | Trellis Wealth Advisors LLC | 206.191 | -4,62 | 23.048 | -1,91 | ||||
| 2026-02-05 | 13F | Mesirow Financial Investment Management, Inc. | 2.007 | 0,00 | 224 | 2,75 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 55.090 | 2,59 | 6.158 | 5,50 | ||||
| 2026-01-27 | 13F | BLVD Private Wealth, LLC | 43.870 | -2,52 | 4.904 | 0,25 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 24.531 | 1.853,11 | 2.765 | 1.932,35 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 704.499 | 10,23 | 78.749 | 13,36 | ||||
| 2026-01-07 | 13F | Bannerman Wealth Management Group, Llc | 42.309 | -10,30 | 4.729 | -7,74 | ||||
| 2026-01-15 | 13F | SILVER OAK SECURITIES, Inc | 28.495 | -5,37 | 3.211 | -1,89 | ||||
| 2025-11-10 | 13F | Lion Street Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Zhang Financial LLC | 212.973 | 38,55 | 23.806 | 42,48 | ||||
| 2026-02-10 | 13F | Clarity Capital Advisors, LLC | 107.178 | -3,38 | 11.980 | -0,65 | ||||
| 2026-01-14 | 13F | Spire Wealth Management | 269 | 0,00 | 30 | 3,45 | ||||
| 2026-02-12 | 13F | Gerber Kawasaki Wealth & Investment Management | 2.419 | -22,77 | 270 | -20,59 | ||||
| 2026-02-13 | 13F/A | Planwiser Financial, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Wheels Up Wealth, Inc. | 98.957 | 11.061 | ||||||
| 2026-01-26 | 13F | Equity Wealth Partners, LLC | 3.849 | -2,80 | 430 | 0,00 | ||||
| 2026-02-06 | 13F | Magnolia Private Wealth, LLC | 105.108 | -54,90 | 11.749 | 8,86 | ||||
| 2026-02-09 | 13F | Strategic Financial Concepts, LLC | 2.132 | 238 | ||||||
| 2026-02-17 | 13F | Align Financial, LLC | 36.006.016 | 36.006 | ||||||
| 2026-01-26 | 13F | Cwm, Llc | 29.988 | -3,36 | 3 | 0,00 | ||||
| 2026-01-23 | 13F | Fifth Third Securities, Inc. | 33.679 | 8,30 | 3.765 | 11,36 | ||||
| 2026-02-09 | 13F | William Mack & Associates, Inc. | 5.048 | -3,54 | 564 | -0,70 | ||||
| 2026-01-16 | 13F | Kwmg, Llc | 123.326 | 1,27 | 13.785 | 4,14 | ||||
| 2026-01-12 | 13F | Paragon Advisors, LLC | 2.342 | -57,32 | 262 | -56,21 | ||||
| 2026-02-17 | 13F/A | Vance Wealth, Inc. | 1.995 | -12,11 | 223 | -9,35 | ||||
| 2026-01-23 | 13F | Atala Financial Inc | 13.650 | 0,00 | 1.526 | 2,83 | ||||
| 2026-02-12 | 13F | Vickerman Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 12 | 1 | ||||||
| 2026-02-10 | 13F | IAG Wealth Partners, LLC | 45 | 0,00 | 5 | 25,00 | ||||
| 2025-11-13 | 13F | Johnson Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 994.213 | -3,72 | 111.133 | -0,99 | ||||
| 2025-11-13 | 13F | Summit X, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Midwest Heritage Bank, FSB | 3.223 | 0,28 | 360 | 3,15 | ||||
| 2026-01-15 | 13F | Monument Group Wealth Advisors, LLC | 7.305 | -6,18 | 817 | -3,55 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 1.584 | 109,80 | 177 | 115,85 | ||||
| 2025-10-16 | 13F | Fortress Wealth Management, Inc. | 4.265 | 0,26 | 464 | 8,18 | ||||
| 2026-02-12 | 13F | Correct Capital Wealth Management | 26.898 | 58,61 | 3.007 | 63,10 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 500 | 0,00 | 56 | 1,85 | ||||
| 2026-02-10 | 13F | Prospect Financial Group LLC | 9.717 | -2,65 | 1.086 | 0,09 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | J. Team Financial, Inc. | 30.464 | -47,60 | 3.405 | -46,11 | ||||
| 2025-11-07 | 13F | Fortis Group Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Baron Silver Stevens Financial Advisors, Llc | 4.229 | -3,16 | 473 | -0,42 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Truist Financial Corp | 6.959 | 38,60 | 778 | 42,57 | ||||
| 2026-01-21 | 13F | SJS Investment Consulting Inc. | 109.596 | -0,40 | 12.251 | 2,42 | ||||
| 2026-01-16 | 13F | Vista Investment Partners Llc | 24.402 | 1,26 | 2.728 | 4,12 | ||||
| 2026-01-26 | 13F | Invariant Investment Management | 21.886 | 2.518 | ||||||
| 2026-02-06 | 13F | Prevail Innovative Wealth Advisors, Llc | 28.251 | 21,57 | 3.158 | 25,03 | ||||
| 2026-01-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 2.760 | 4,31 | 309 | 7,32 | ||||
| 2026-02-10 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 13.436 | 0,01 | 1.502 | 2,81 | ||||
| 2026-01-28 | 13F | Atwood & Palmer Inc | 183 | 0,00 | 20 | 5,26 | ||||
| 2026-02-11 | 13F | RAM Investment Partners, LLC | 26.710 | -0,24 | 2.986 | 2,58 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Evanson Asset Management, LLC | 17.222 | 48,52 | 1.925 | 52,78 |
