Grundlæggende statistik
| Institutionelle ejere | 508 total, 508 long only, 0 short only, 0 long/short - change of 30,93% MRQ |
| Gennemsnitlig porteføljeallokering | 0.6267 % - change of 21,73% MRQ |
| Institutionelle aktier (lange) | 256.115.078 (ex 13D/G) - change of 74,11MM shares 40,71% MRQ |
| Institutionel værdi (lang) | $ 7.944.855 USD ($1000) |
Institutionelt ejerskab og aktionærer
Blackrock ETF Trust - iShares A.I. Innovation and Tech Active ETF (US:BAI) har 508 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 256,115,078 aktier. Største aktionærer omfatter Envestnet Asset Management Inc, LPL Financial LLC, Jpmorgan Chase & Co, Dynasty Wealth Management, Llc, Morgan Stanley, Ameriprise Financial Inc, Park Avenue Securities Llc, Envestnet Portfolio Solutions, Inc., OpenArc Corporate Advisory, LLC, and Mml Investors Services, Llc .
Blackrock ETF Trust - iShares A.I. Innovation and Tech Active ETF (ARCA:BAI) 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 34,22 / share. Previously, on April 7, 2025, the share price was 19,62 / share. This represents an increase of 74,41% 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.
13D/G-arkivering
Vi præsenterer 13D/G ansøgninger separat fra 13F ansøgninger på grund af den forskellige behandling af SEC. 13D/G-ansøgninger kan indgives af grupper af investorer (med én ledende), hvorimod 13F-ansøgninger ikke kan. Dette resulterer i situationer, hvor en investor kan indsende en 13D/G, der rapporterer én værdi for de samlede aktier (der repræsenterer alle de aktier, der ejes af investorgruppen), men derefter indsender en 13F, der rapporterer en anden værdi for de samlede aktier (der udelukkende repræsenterer deres egne) ejendomsret). Det betyder, at aktieejerskab af 13D/G-arkiver og 13F-arkiveringer ofte ikke er direkte sammenlignelige, så vi præsenterer dem separat.
Bemærk: Fra den 16. maj 2021 viser vi ikke længere ejere, der ikke har indsendt en 13D/G inden for det seneste år. Tidligere viste vi den fulde historie af 13D/G-arkiver. Generelt skal enheder, der er forpligtet til at indgive 13D/G-ansøgninger, indgive mindst årligt, før de indsender en afsluttende ansøgning. Dog forlader fonde nogle gange positioner uden at indsende en afsluttende ansøgning (dvs. de afvikler), så visning af den fulde historie resulterede nogle gange i forvirring om det nuværende ejerskab. For at undgå forvirring viser vi nu kun 'aktuelle' ejere - det vil sige - ejere, der har anmeldt inden for det seneste år.
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| Fil dato | Form | Investor | Forrige Aktier |
Seneste Aktier |
Δ Aktier (Procent) |
Ejendomsret (Procent) |
Δ Ejerskab (Procent) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | BlackRock Portfolio Management LLC | 400,000 | 31,181 | -92.20 | 0.00 | -100.00 |
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.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-12 | 13F | ONE Advisory Partners, LLC | 263.590 | 6,40 | 8.778 | 0,06 | ||||
| 2026-01-08 | 13F | Signet Financial Management, Llc | 150.324 | 22,06 | 5.006 | 18,97 | ||||
| 2026-02-05 | 13F | Pinnacle Associates Ltd | 17.038 | 567 | ||||||
| 2026-02-05 | 13F | Atria Investments Llc | 799.210 | 9,37 | 26.614 | 6,61 | ||||
| 2026-02-11 | 13F | Nemes Rush Group LLC | 1.099 | 531,61 | 37 | 620,00 | ||||
| 2026-01-06 | 13F | Unique Wealth, Llc | 378.295 | 12.597 | ||||||
| 2026-01-12 | 13F | KWB Wealth | 422.954 | 107,34 | 14.084 | 139,32 | ||||
| 2026-01-15 | 13F | Wealth Quarterback LLC | 51.347 | 1.710 | ||||||
| 2026-02-12 | 13F | Blue Edge Capital, LLC | 311.086 | 10.359 | ||||||
| 2026-01-22 | 13F | TSA Wealth Managment LLC | 160.487 | 4,17 | 5.344 | 1,56 | ||||
| 2026-02-12 | 13F | Betterment LLC | 9.921 | 19,20 | 0 | |||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 29.898 | 996 | ||||||
| 2026-02-17 | 13F | Edmond De Rothschild Holding S.a. | 6.960 | 0,00 | 232 | -2,53 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 924.917 | 7,29 | 30.800 | 4,59 | ||||
| 2026-01-15 | 13F | Polaris Investment Advisors, LLC | 102.064 | 3.399 | ||||||
| 2026-01-23 | 13F | Nbt Bank N A /ny | 33 | 1 | ||||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 55.892 | 56,01 | 1.951 | 45,20 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 1.613 | 1,90 | 54 | -1,85 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Actinver Wealth Management, Inc. | 14.466 | 2,79 | 482 | 0,21 | ||||
| 2026-02-11 | 13F | Vise Technologies, Inc. | 242.568 | 157,24 | 8.078 | 150,76 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 234 | 8 | ||||||
| 2026-01-20 | 13F | Sovran Advisors, LLC | 155.701 | 3,13 | 5.406 | -3,26 | ||||
| 2026-01-21 | 13F | Sutton Place Investors Llc | 32.613 | 7,42 | 1.086 | 4,73 | ||||
| 2026-01-15 | 13F | McGlone Suttner Wealth Management, Inc. | 10.755 | 358 | ||||||
| 2026-02-10 | 13F | Twin Peaks Wealth Advisors, LLC | 130.884 | 27,80 | 4.625 | 32,22 | ||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 173.302 | 11,18 | 5.771 | 8,38 | ||||
| 2026-01-14 | 13F | Lantz Financial LLC | 80.994 | 21,73 | 2.697 | 18,71 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 74.623 | 10,68 | 2.485 | 7,86 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 57.880.516 | 2,53 | 1.927.421 | -0,05 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 9.115 | 0,03 | 304 | -2,57 | ||||
| 2026-03-03 | 13F | NWF Advisory Services Inc. | 16.043 | 534 | ||||||
| 2025-11-14 | 13F | WNY Asset Management, LLC | 10.794 | 369 | ||||||
| 2026-02-17 | 13F | Redwood Investment Management, Llc | 62.332 | 178,98 | 2 | |||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 409.014 | 67,80 | 13.620 | 63,58 | ||||
| 2026-02-11 | 13F | Hoxton Planning & Management, LLC | 65.027 | 2.165 | ||||||
| 2025-11-20 | 13F | Asset Dedication, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Jfs Wealth Advisors, Llc | 40.015 | 1,79 | 1.332 | -0,75 | ||||
| 2026-01-20 | 13F | BAM Wealth Management, LLC | 8.042 | 1,62 | 268 | -1,11 | ||||
| 2026-01-28 | 13F | City State Bank | 310 | 10 | ||||||
| 2026-01-20 | 13F | Nvwm, Llc | 22 | 1 | ||||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 1.961.356 | 32,45 | 66 | 30,00 | ||||
| 2026-01-27 | 13F | Summit Wealth Partners, LLC | 29.226 | 973 | ||||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 27.382 | 249,35 | 943 | 246,69 | ||||
| 2026-02-10 | 13F | Tidemark, LLC | 222.116 | 10,94 | 7.397 | 8,16 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 111.399 | -50,49 | 3.710 | -51,74 | ||||
| 2026-03-04 | 13F | SHP Wealth Management | 38 | 1 | ||||||
| 2026-02-10 | 13F | Argent Trust Co | 9.965 | 22,21 | 332 | 19,06 | ||||
| 2026-01-30 | 13F | Sofi Wealth, Llc | 2.461.727 | 39,49 | 81.976 | 35,98 | ||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 49 | 2 | ||||||
| 2026-01-14 | 13F | Spire Wealth Management | 11.506 | 2,66 | 383 | 0,26 | ||||
| 2026-01-13 | 13F | Sharkey, Howes & Javer | 570.464 | 6,90 | 18.996 | 4,21 | ||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Eqis Capital Management, Inc. | 11.098 | -27,97 | 370 | -29,85 | ||||
| 2026-01-12 | 13F | Spinnaker Investment Group, LLC | 10.619 | 12,12 | 354 | 9,29 | ||||
| 2026-02-03 | 13F | Ewa, Llc | 223.760 | 6,54 | 7.451 | 3,86 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Raleigh Capital Management Inc. | 29.990 | 10,04 | 999 | 7,31 | ||||
| 2026-04-01 | 13F | Beacon Financial Group | 297.988 | 11,11 | 9.923 | 8,31 | ||||
| 2025-10-28 | 13F | Copperleaf Capital, LLC | 31.064 | 1.061 | ||||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 777.441 | 61,76 | 25.889 | 57,68 | ||||
| 2026-01-16 | 13F | Perigon Wealth Management, LLC | 21.179 | 14,63 | 705 | 11,73 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 46.464 | 25,08 | 1.547 | 22,00 | ||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | JNBA Financial Advisors | 441 | 0,00 | 15 | -6,67 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 5.400 | -59,06 | 180 | -60,22 | ||||
| 2026-02-06 | 13F | Empirical Asset Management, LLC | 6.332 | -15,52 | 211 | -17,97 | ||||
| 2026-01-12 | 13F | Archer Investment Management, LLC | 51.788 | 1.725 | ||||||
| 2026-02-13 | 13F | Maia Wealth LLC | 121.499 | -11,58 | 4.178 | -15,95 | ||||
| 2026-02-09 | 13F | Key FInancial Inc | 446 | 15 | ||||||
| 2026-01-12 | 13F | Optivise Advisory Services LLC | 24.282 | 43,60 | 809 | 40,03 | ||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 34.505 | 143,22 | 1.149 | 137,40 | ||||
| 2026-02-03 | 13F | Ridgeline Wealth Planning, LLC | 35.139 | 1.170 | ||||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 203.966 | 18,25 | 6.811 | 15,27 | ||||
| 2026-02-17 | 13F | Regal Investment Advisors LLC | 234.591 | 31,71 | 7.812 | 28,39 | ||||
| 2025-11-10 | 13F | Hartland & Co., LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 93.230 | 16,21 | 3.105 | 13,28 | ||||
| 2026-02-12 | 13F | Mosley Wealth Management | 27.985 | 1.000 | ||||||
| 2026-01-14 | 13F | Waldron Private Wealth LLC | 6.761 | 1,65 | 225 | -0,88 | ||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 792 | 6,59 | 27 | 4,00 | ||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 22.105 | 103,15 | 736 | 98,38 | ||||
| 2026-02-02 | 13F | B.O.S.S. Retirement Advisors, LLC | 80.025 | 158,15 | 2.665 | 151,80 | ||||
| 2026-02-12 | 13F | Mark Sheptoff Financial Planning, Llc | 45.864 | 1,35 | 1.527 | -1,17 | ||||
| 2026-02-05 | 13F | Panoramic Investment Advisors, Llc | 64.752 | 114,33 | 2.156 | 108,91 | ||||
| 2026-02-17 | 13F | D. E. Shaw & Co., Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Nwam Llc | 10.464 | -61,80 | 362 | -62,43 | ||||
| 2025-10-27 | 13F | Eastern Bank | 0 | -100,00 | 0 | |||||
| 2025-10-29 | 13F | Tradewinds, LLC. | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | BCJ Capital Management, LLC | 291.996 | 7,08 | 9.723 | 4,38 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 26.977 | 80,56 | 908 | 78,39 | ||||
| 2026-01-21 | 13F | Sowell Financial Services LLC | 40.980 | 9,02 | 1.365 | 6,23 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 1.918 | 42,81 | 64 | 40,00 | ||||
| 2026-01-28 | 13F | Kingswood Wealth Advisors, Llc | 9.200 | 25,46 | 306 | 22,40 | ||||
| 2026-02-02 | 13F | MN Wealth Advisors, LLC | 16.403 | 11,49 | 546 | 8,76 | ||||
| 2026-02-05 | 13F | May Hill Capital, LLC | 132.568 | 159,59 | 4.414 | 153,10 | ||||
| 2026-02-11 | 13F | Stirlingshire Investments, Inc. | 7.259 | 242 | ||||||
| 2026-02-13 | 13F | Portfolio Resources Advisor Group, Inc. | 70.584 | 2.350 | ||||||
| 2026-01-27 | 13F | Cardinal Strategic Wealth Guidance | 243.062 | 127,74 | 8.094 | 122,03 | ||||
| 2026-01-29 | 13F | Integras Partners LLC | 144.113 | -2,96 | 4.799 | -5,42 | ||||
| 2026-02-11 | 13F | Invst, LLC | 208.325 | -5,37 | 6.937 | -7,75 | ||||
| 2026-01-12 | 13F | DAVENPORT & Co LLC | 19.271 | 19,54 | 642 | 16,55 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 6.679 | 222 | ||||||
| 2026-03-05 | 13F | Bush Investment Group, Llc | 243.329 | 3,59 | 8.103 | 0,97 | ||||
| 2026-02-12 | 13F | M1 Capital Management LLC | 64.185 | 21,23 | 2.137 | 18,20 | ||||
| 2026-01-26 | 13F | West Wealth Group, LLC | 468.407 | 10,80 | 15.598 | 5,60 | ||||
| 2026-01-27 | 13F | Fortis Capital Advisors, LLC | 10.988 | 0,98 | 366 | -1,62 | ||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 70.881 | 50,49 | 2.360 | 46,77 | ||||
| 2026-02-13 | 13F | Transamerica Financial Advisors, Inc. | 20.587 | 686 | ||||||
| 2026-02-05 | 13F | Elyxium Wealth, LLC | 242 | 8 | ||||||
| 2026-01-08 | 13F | Hutchens & Kramer Investment Management Group, LLC | 14.295 | -6,25 | 476 | -8,46 | ||||
| 2026-02-11 | 13F | Tradition Wealth Management, LLC | 93.028 | 4,87 | 3.098 | 2,21 | ||||
| 2026-02-02 | 13F | Bay Harbor Wealth Management, LLC | 185.237 | 5,01 | 6.168 | 2,37 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 403 | 13 | ||||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 61.769 | 11,30 | 2.228 | 8,52 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 673 | 22 | ||||||
| 2025-10-27 | 13F | Belvedere Trading LLC | Call | 0 | -100,00 | 0 | ||||
| 2025-10-27 | 13F | Belvedere Trading LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Richardson Capital Management LLC | 732 | 24 | ||||||
| 2026-02-12 | 13F | Keystone Financial Services | 254.491 | 115,77 | 8.475 | 110,33 | ||||
| 2026-02-04 | 13F | Liberty Wealth Management Llc | 79.719 | 8,62 | 2.641 | 5,35 | ||||
| 2026-02-09 | 13F | Integrity Advisory Solutions, LLC | 39.486 | 131,98 | 1.315 | 126,16 | ||||
| 2026-02-10 | 13F | BlackDiamond Wealth Management Inc. | 33.521 | 11,30 | 1.185 | 15,18 | ||||
| 2026-02-17 | 13F | Scarborough Advisors, LLC | 510.319 | 4,52 | 16.994 | 1,89 | ||||
| 2026-01-29 | 13F | Nbc Securities, Inc. | 382 | 0,00 | 13 | -7,69 | ||||
| 2026-01-29 | 13F | Quent Capital, LLC | 427 | 14 | ||||||
| 2026-01-21 | 13F | Stone House Investment Management, LLC | 424.480 | 0,97 | 14.135 | -1,57 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 37.042 | 20,49 | 1.233 | 17,43 | ||||
| 2026-02-11 | 13F | Gwn Securities Inc. | 15.434 | 514 | ||||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 2.477 | 11,93 | 82 | 9,33 | ||||
| 2026-02-10 | 13F | New Republic Capital, LLC | 4.996 | 6,50 | 166 | 3,75 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 657.345 | 28,97 | 22 | 23,53 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 2.147.987 | 11,42 | 71.528 | 8,62 | ||||
| 2026-02-17 | 13F | LaSalle St. Investment Advisors, LLC | 22.646 | 1 | ||||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 225.884 | -2,72 | 7.522 | -5,18 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 313.574 | 20,97 | 10.442 | 17,94 | ||||
| 2026-02-11 | 13F | Gateway Wealth Partners, LLC | 81.770 | 11,73 | 2.723 | 8,92 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 36.924 | 1.243 | ||||||
| 2026-02-12 | 13F | Bank of Jackson Hole Trust | 432 | 14 | ||||||
| 2026-02-09 | 13F | MSH Capital Advisors LLC | 13.612 | 10,35 | 453 | 7,60 | ||||
| 2025-11-03 | 13F | Valeo Financial Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-14 | 13F | True Vision MN LLC | 116.037 | 0,63 | 3.864 | -1,88 | ||||
| 2026-02-17 | 13F | Keebeck Wealth Management, LLC | 128.671 | 33,94 | 4.285 | 30,57 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 34.463 | 387,52 | 1.148 | 465,02 | ||||
| 2026-01-26 | 13F | United Advisor Group, LLC | 68.456 | 422,52 | 2.280 | 409,84 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 23.406.351 | 17,80 | 779.431 | 14,83 | ||||
| 2026-02-05 | 13F | PAX Financial Group, LLC | 321.754 | 14,90 | 10.714 | 12,00 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 19.669 | 655 | ||||||
| 2026-01-22 | 13F | Cascade Investment Group, Inc. | 7.750 | 9,93 | 258 | 7,50 | ||||
| 2026-02-06 | 13F | Berbice Capital Management LLC | 69.608 | 14,47 | 2.318 | 11,56 | ||||
| 2026-01-27 | 13F | Able Wealth Management LLC | 12.800 | 426 | ||||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 61.311 | -6,44 | 2.042 | -8,80 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 25.953 | 864 | ||||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 3.264.997 | 6,38 | 109 | 3,85 | ||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 57.690 | 7,20 | 1.921 | 4,52 | ||||
| 2026-01-22 | 13F | Brookwood Investment Group LLC | 32.698 | 161,79 | 1.089 | 155,40 | ||||
| 2026-01-16 | 13F | Stephen J. Garry & Associates, Llc | 31.005 | 2,92 | 1.032 | 0,29 | ||||
| 2026-01-29 | 13F | UBS Group AG | 682.077 | 149,04 | 22.713 | 142,79 | ||||
| 2026-02-03 | 13F | Diversify Wealth Management, Llc | 145.503 | 5.098 | ||||||
| 2026-02-17 | 13F | Maripau Wealth Management Llc | 25.181 | 2,24 | 839 | -0,36 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 28.197 | 4.198,32 | 940 | 4.168,18 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 122.498 | 1.662,81 | 4.079 | 1.621,10 | ||||
| 2026-01-29 | 13F | Midwest Capital Advisors, LLC | 269.016 | 9,77 | 8.958 | 7,01 | ||||
| 2026-01-23 | 13F | Tyche Wealth Partners LLC | 60.788 | 33,07 | 2.024 | 29,74 | ||||
| 2026-01-27 | 13F | Private Wealth Partners, LLC | 36.200 | 1.205 | ||||||
| 2026-02-11 | 13F | Curtis Wealth Management Llc | 102.149 | 3.530 | ||||||
| 2026-01-16 | 13F | Swp Financial Llc | 115.866 | 5,20 | 3.858 | 2,47 | ||||
| 2026-01-22 | 13F | Networth Advisors, LLC | 247 | 8 | ||||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 170 | 0,00 | 6 | 0,00 | ||||
| 2026-02-10 | 13F | Eq Llc | 359.082 | 26,99 | 11.957 | 23,79 | ||||
| 2026-02-10 | 13F | ShoreHaven Wealth Partners, LLC | 189.893 | -12,14 | 6.323 | -14,35 | ||||
| 2026-01-29 | 13F | Golden State Equity Partners | 9.325 | 311 | ||||||
| 2026-02-17 | 13F | Family Management Corp | 22.705 | 3,88 | 756 | 1,34 | ||||
| 2026-01-23 | 13F | Clear Creek Financial Management, LLC | 9.225 | -3,23 | 307 | -5,54 | ||||
| 2026-02-23 | 13F | Blue Capital, Inc. | 11.867 | 395 | ||||||
| 2026-01-23 | 13F | Northland Securities, Inc. | 34.372 | 1.145 | ||||||
| 2026-01-13 | 13F | Team Financial Group, LLC | 964 | 59,60 | 32 | 60,00 | ||||
| 2026-01-09 | 13F | Park Place Capital Corp | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Caliber Wealth Management, LLC / KS | 12.702 | 8,52 | 423 | 5,76 | ||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 98.483 | 6,99 | 3.272 | 4,07 | ||||
| 2026-03-03 | 13F | Integrated Wealth Management | 27.982 | 932 | ||||||
| 2026-02-10 | 13F | CFS Investment Advisory Services, LLC | 476.279 | 9,33 | 15.860 | 1,95 | ||||
| 2026-02-04 | 13F | Horizon Wealth Management, LLC | 27.004 | 136,23 | 899 | 130,51 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 268.415 | 61,54 | 8.938 | 57,47 | ||||
| 2026-02-10 | 13F | Newport Capital Group, LLC | 3.812 | 1.584 | ||||||
| 2026-02-02 | 13F | Legacy Edge Advisors, LLC | 6.863 | 229 | ||||||
| 2026-01-22 | 13F | Quotient Wealth Partners, LLC | 982.631 | 32.722 | ||||||
| 2026-01-26 | 13F | Apex Wealth Management, LLC | 10.223 | 9,31 | 357 | 11,60 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 5.120.639 | 5,58 | 171 | 3,03 | ||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 14.058 | -72,96 | 468 | -73,65 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 209.284 | 234,02 | 6.969 | 225,65 | ||||
| 2026-01-23 | 13F | U.S. Capital Wealth Advisors, LLC | 259.744 | 90,78 | 8.649 | 86,00 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 186.000 | 293,18 | 6.194 | 274,20 | ||||
| 2026-02-03 | 13F | Detalus Advisors, LLC | 262.184 | -0,26 | 8.731 | -2,77 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 38 | 0,00 | 1 | 0,00 | ||||
| 2026-02-10 | 13F | Beto Financial Group, Llc | 14.183 | 492 | ||||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 222.738 | 391,93 | 2.689 | 73,87 | ||||
| 2026-02-06 | 13F | Lloyd Advisory Services, LLC. | 13.157 | 37,09 | 438 | 33,94 | ||||
| 2025-11-14 | 13F | Bramshill Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Kestra Investment Management, LLC | 6.146 | 205 | ||||||
| 2026-02-10 | 13F | WealthTrak Capital Management LLC | 55.131 | 72,25 | 1.836 | 67,89 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 386.610 | 14,23 | 12.874 | 11,36 | ||||
| 2026-01-05 | 13F | Park Avenue Securities Llc | 5.733.012 | 9,37 | 191 | 6,15 | ||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 8.043 | 14,98 | 268 | 12,18 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 141.854 | 30,73 | 4.724 | 27,44 | ||||
| 2026-01-28 | 13F | Proathlete Wealth Management Llc | 27 | 50,00 | 1 | |||||
| 2026-01-30 | 13F | Interchange Capital Partners, LLC | 35.278 | 3,78 | 1.175 | 1,03 | ||||
| 2026-01-16 | 13F | Herbst Group, Llc | 6.035 | 201 | ||||||
| 2026-02-11 | 13F | United Financial Planning Group LLC | 15 | -95,82 | 0 | -100,00 | ||||
| 2026-01-14 | 13F | Centurion Wealth Management LLC | 88.622 | 10,28 | 2.951 | 7,50 | ||||
| 2026-02-12 | 13F | Richmond Investment Services, LLC | 25.742 | 77,79 | 857 | 73,48 | ||||
| 2026-04-02 | 13F | NorthAvenue LLC | 44 | 1 | ||||||
| 2026-02-12 | 13F | JT Stratford LLC | 192.382 | 937,21 | 6.406 | 912,01 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 94.051 | 14,73 | 3.132 | 11,82 | ||||
| 2026-02-12 | 13F | IFC & Insurance Marketing, Inc. | 204 | 0 | ||||||
| 2026-02-13 | 13F | TritonPoint Partners, LLC | 19.091 | 636 | ||||||
| 2026-02-13 | 13F | Mariner, LLC | 595.021 | 112,89 | 19.814 | 107,54 | ||||
| 2026-02-10 | 13F | Operose Advisors LLC | 205 | 7 | ||||||
| 2025-11-12 | 13F | Robertson Stephens Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | Centerline Wealth Advisors, LLC | 415.575 | 13.839 | ||||||
| 2026-01-20 | 13F | FLP Wealth Management, LLC | 3.330 | -44,69 | 261 | 27,32 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 1.483.384 | 15,70 | 49.397 | 12,79 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 484.232 | 43,08 | 16.125 | 39,48 | ||||
| 2026-01-12 | 13F | Roble, Belko & Company, Inc | 363 | 0,00 | 0 | |||||
| 2026-01-13 | 13F | Buttonwood Financial Group, LLC | 286.881 | -34,69 | 9.849 | -35,50 | ||||
| 2026-02-12 | 13F | Absolute Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Gilpin Wealth Management, Llc | 300 | 10 | ||||||
| 2026-02-13 | 13F | Gen-Wealth Partners Inc | 120.373 | 12,62 | 4.008 | 9,78 | ||||
| 2026-02-04 | 13F | Peak Wealth Management LLC | 127.416 | 4.243 | ||||||
| 2026-02-13 | 13F | A4 Wealth Advisors LLC | 82.580 | 81,99 | 2.750 | 77,35 | ||||
| 2026-01-20 | 13F | JB Capital LLC | 2.081.379 | 9,35 | 69.310 | 6,59 | ||||
| 2026-02-11 | 13F | Mcmorgan & Co Llc | 327.075 | 4,71 | 10.892 | 2,07 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 4.303.094 | 12,61 | 143.293 | 9,78 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 522.878 | 64,96 | 17.412 | 60,80 | ||||
| 2026-01-13 | 13F | Signal Advisors Wealth, LLC | 27.159 | 4,43 | 904 | 1,80 | ||||
| 2026-02-10 | 13F | Shepherd Financial Partners LLC | 498.801 | 11,52 | 16.610 | 8,71 | ||||
| 2026-02-04 | 13F | Clark Wealth Partners | 535 | 0,00 | 18 | 0,00 | ||||
| 2026-02-02 | 13F | One Wealth Advisors, LLC | 311.303 | 10,54 | 10.366 | 7,77 | ||||
| 2026-02-18 | 13F | Hanlon Investment Management, Inc. | 12.319 | -5,54 | 410 | -7,87 | ||||
| 2026-02-04 | 13F | Bensler, LLC | 6.961 | 232 | ||||||
| 2026-02-10 | 13F | Yukon Wealth Management, Inc. | 7.829 | 256 | ||||||
| 2026-01-08 | 13F | Tompkins Financial Corp | 50 | 2 | ||||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 12.517 | 7,36 | 417 | 4,52 | ||||
| 2026-02-02 | 13F | Blalock Williams, Llc | 47.366 | 17,88 | 1.577 | 14,94 | ||||
| 2026-01-14 | 13F | Embree Financial Group | 126.279 | 159,98 | 4.205 | 153,47 | ||||
| 2026-02-11 | 13F | M Holdings Securities, Inc. | 20.922 | 1 | ||||||
| 2026-01-23 | 13F | Intelligence Driven Advisers, LLC | 140.218 | 4.669 | ||||||
| 2026-01-23 | 13F | Transcend Wealth Collective, Llc | 20.265 | -12,11 | 675 | -14,36 | ||||
| 2026-01-16 | 13F | Catalina Capital Group, LLC | 21.586 | 59,06 | 719 | 55,08 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 1.547.595 | 16,26 | 51.535 | 13,33 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 6.893.721 | 40,16 | 229.561 | 36,63 | ||||
| 2026-01-26 | 13F | Quadrant Private Wealth Management, LLC | 163.156 | 19,86 | 5.433 | 16,84 | ||||
| 2026-02-12 | 13F | Mount Yale Investment Advisors, LLC | 64.867 | 2.160 | ||||||
| 2026-02-11 | 13F | Curio Wealth, Llc | 341 | 12 | ||||||
| 2026-01-07 | 13F | Magnus Financial Group LLC | 10.211 | 10,87 | 340 | 8,28 | ||||
| 2026-01-26 | 13F | Cornerstone Wealth Group, LLC | 219.589 | 7.312 | ||||||
| 2026-02-09 | 13F | LifePlan Investment Advisors, Inc. | 48.211 | 2,52 | 1.605 | -0,06 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 6.848.004 | 152,21 | 227.972 | 146,09 | ||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 2.167.273 | 30,58 | 72.170 | 27,30 | ||||
| 2026-01-16 | 13F | Keystone Financial Group, Inc. | 515 | 17 | ||||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 15.702 | 34,23 | 523 | 30,83 | ||||
| 2026-02-03 | 13F | Arcadia Wealth Management, LLC | 13.063 | -1,82 | 435 | -4,41 | ||||
| 2026-02-17 | 13F | Perennial Investment Advisors, LLC | 344.594 | 59,00 | 11.475 | 54,99 | ||||
| 2025-11-10 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 41.783 | 1.429 | ||||||
| 2026-02-19 | 13F | WealthPoint Financial, LLC | 58.930 | 1.962 | ||||||
| 2026-02-02 | 13F | Vantage Point Financial LLC | 40.698 | 28,54 | 1.355 | 25,35 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 28.595 | 15,29 | 952 | 12,40 | ||||
| 2026-02-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 19.793 | 12,56 | 1 | |||||
| 2026-02-12 | 13F | Resurgent Financial Advisors LLC | 18.717 | 8,73 | 623 | 5,95 | ||||
| 2026-02-17 | 13F | Greater Midwest Financial Group, LLC | 250.397 | 8.338 | ||||||
| 2026-02-13 | 13F | Citigroup Inc | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | SigFig Wealth Management, LLC | 139.420 | 6,05 | 4.643 | 3,64 | ||||
| 2026-01-20 | 13F | Chatterton & Associates Inc. | 51.964 | 1.730 | ||||||
| 2026-02-09 | 13F | GatePass Capital, LLC | 13.393 | 94,41 | 446 | 89,36 | ||||
| 2026-01-12 | 13F | Ffg Retirement Advisors Llc | 70.446 | 50,97 | 2.346 | 47,21 | ||||
| 2026-02-06 | 13F | Daviman Financial, LLC | 124.226 | 4.137 | ||||||
| 2026-02-13 | 13F | Kilter Group LLC | 249.411 | 13,39 | 8.305 | 10,54 | ||||
| 2026-01-27 | 13F | Security Financial Services, INC. | 363.172 | 7,88 | 12.094 | 5,16 | ||||
| 2026-01-12 | 13F | PUREfi Wealth, LLC | 20.913 | 233,81 | 696 | 225,23 | ||||
| 2026-01-29 | 13F | Comerica Bank | 22.333 | 1,32 | 744 | -1,20 | ||||
| 2026-01-29 | 13F | Almanack Investment Partners, LLC. | 264.357 | 2,58 | 8.803 | 0,00 | ||||
| 2026-02-05 | 13F | Bedminster, LLC | 91.858 | 3.059 | ||||||
| 2026-01-14 | 13F | Lineweaver Wealth Advisors, LLC | 195.654 | 3,53 | 6.515 | 0,93 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 28.445 | 16,02 | 947 | 13,14 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 37.860 | 9,45 | 1.261 | 6,69 | ||||
| 2026-02-10 | 13F | Continuum Advisory, LLC | 6.672 | 222 | ||||||
| 2026-02-17 | 13F | Legacy Wealth Partners, LLC | 13.552 | 451 | ||||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | MA Private Wealth | 450.128 | 14.989 | ||||||
| 2026-02-13 | 13F | LiftPoint Family Wealth Advisors LLC | 81.675 | 2.720 | ||||||
| 2026-02-17 | 13F | Fmr Llc | 1.422 | 28.340,00 | 47 | |||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 2.900 | 814,83 | 97 | 860,00 | ||||
| 2026-01-15 | 13F | Fortitude Family Office, LLC | 114 | 4 | ||||||
| 2026-02-06 | 13F | Kingdom Financial Group LLC. | 4.353 | 145 | ||||||
| 2026-02-06 | 13F | Keystone Financial Group | 359.189 | 34,04 | 11.961 | 30,68 | ||||
| 2025-11-12 | 13F | Duncan Williams Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 17.129 | 38,30 | 1 | |||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 75.365 | 57,96 | 2.510 | 54,02 | ||||
| 2026-01-26 | 13F | Parcion Private Wealth LLC | 1.034.774 | -1,95 | 34.458 | -4,42 | ||||
| 2026-02-11 | 13F | OneAscent Financial Services LLC | 8.973 | 299 | ||||||
| 2026-03-05 | 13F | Bayban | 1.149 | 38 | ||||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 396.234 | 17,42 | 13.195 | 14,46 | ||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 322.376 | 59,75 | 10.735 | 55,74 | ||||
| 2026-04-02 | 13F | Fulcrum Equity Management | 11.543 | 1,48 | 380 | 0,53 | ||||
| 2026-01-26 | 13F | XY Planning Network, Inc. | 36.418 | 1.213 | ||||||
| 2026-02-10 | 13F | Syntegra Private Wealth Group, LLC | 6.610 | 0,72 | 220 | -1,79 | ||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 98.086 | 736,84 | 3.266 | 716,50 | ||||
| 2026-01-14 | 13F | Cypress Wealth Services, LLC | 248.993 | 17,69 | 8.291 | 14,74 | ||||
| 2026-01-15 | 13F | Saxony Capital Management, LLC | 34.689 | 1.155 | ||||||
| 2026-02-10 | 13F | Parkway Wealth Management Group, LLC | 12.851 | 428 | ||||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 1.491.523 | 3,74 | 49.668 | 1,13 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 108 | 4 | ||||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 37.789 | 30,17 | 1.258 | 26,94 | ||||
| 2026-01-26 | 13F | PFG Investments, LLC | 14.257 | 60,10 | 475 | 55,92 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 2.230.296 | 5,57 | 74.269 | 2,92 | ||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 100 | 0,00 | 3 | 0,00 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 56.600 | 74,69 | 1.885 | 70,34 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | OpenArc Corporate Advisory, LLC | 5.321.220 | 177.197 | ||||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 5.135.812 | 171.023 | ||||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 50.127 | 375,86 | 1.669 | 364,90 | ||||
| 2026-01-16 | 13F | StoneCrest Wealth Management, Inc. | 150.972 | 9,35 | 5.027 | 6,59 | ||||
| 2026-02-06 | 13F | Csenge Advisory Group | 92.850 | 15,95 | 3.092 | 13,02 | ||||
| 2026-01-14 | 13F | Braun-Bostich & Associates Inc. | 86.544 | 6,79 | 2.882 | 4,08 | ||||
| 2026-01-30 | 13F | BCU Wealth Advisors, LLC | 43.400 | 6,79 | 1.445 | 4,11 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 2.897.917 | 13,25 | 96.501 | 10,40 | ||||
| 2026-01-20 | 13F | Ethos Financial Group, LLC | 11.218 | 374 | ||||||
| 2026-02-06 | 13F | Creative Financial Designs Inc /adv | 33.604 | 71,39 | 1.119 | 67,26 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Fedenia Advisers LLC | 22.117 | 10,52 | 736 | 7,76 | ||||
| 2026-02-24 | 13F | Barnes Wealth Management Group, Inc | 59.774 | 3,34 | 1.990 | 0,76 | ||||
| 2026-01-15 | 13F | RCS Financial Planning, LLC | 50.893 | 17,44 | 1.695 | 14,46 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 450.121 | 23,89 | 14.989 | 20,78 | ||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 1.900 | 63 | ||||||
| 2026-02-13 | 13F | Beacon Financial Advisory LLC | 21.174 | 12,33 | 705 | 9,64 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 5.520.465 | 4,59 | 183.831 | 1,96 | ||||
| 2026-02-25 | 13F/A | GFI Investment Counsel Ltd. | 6.490 | 216 | ||||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 2.387 | 24,19 | 79 | 21,54 | ||||
| 2026-02-11 | 13F | Commonwealth Retirement Investments LLC | 45.319 | 9,75 | 1.509 | 7,02 | ||||
| 2026-02-13 | 13F | Avid Wealth Partners LLC | 195.817 | 54,98 | 6.521 | 51,07 | ||||
| 2026-02-09 | 13F | Regimen Wealth, Llc | 15.701 | -0,52 | 523 | -3,15 | ||||
| 2026-01-28 | 13F | Barrett & Company, Inc. | 30 | 1 | ||||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 25.502 | 184,46 | 871 | 237,60 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 4.156 | 145,34 | 138 | 142,11 | ||||
| 2025-11-14 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Qrg Capital Management, Inc. | 17.480 | 0,13 | 582 | -2,35 | ||||
| 2026-02-11 | 13F | Endeavor Private Wealth, Inc. | 107.849 | 97,36 | 3.591 | 92,44 | ||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 354.467 | 114,96 | 11.804 | 109,53 | ||||
| 2026-02-11 | 13F | Marks Group Wealth Management, Inc | 169.013 | 29,17 | 5.628 | 25,93 | ||||
| 2026-02-03 | 13F | Patton Albertson Miller Group, Llc | 503.874 | 16.779 | ||||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 16.424 | 2,19 | 547 | -0,55 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 334 | 16,38 | 11 | 22,22 | ||||
| 2026-02-17 | 13F | One Wealth Capital Management, Llc | 94.486 | 6,56 | 3.146 | 3,86 | ||||
| 2026-01-27 | 13F | PFG Advisors | 72.891 | 206,52 | 2.427 | 198,89 | ||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 13.198 | 61,27 | 461 | 57,00 | ||||
| 2026-02-13 | 13F | W Advisors, Llc | 24.073 | 12,60 | 802 | 9,73 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 178.182 | 13,14 | 5.933 | 10,30 | ||||
| 2025-11-05 | 13F | Fullcircle Wealth Llc | 45.592 | 136,79 | 1.645 | 174,46 | ||||
| 2026-02-10 | 13F | Swmg, Llc | 247.031 | 9,08 | 8.498 | 7,24 | ||||
| 2026-01-14 | 13F | Fairvoy Private Wealth, LLC | 26.315 | 876 | ||||||
| 2026-01-14 | 13F | Wealthcare Advisory Partners LLC | 15.237 | 507 | ||||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 186.708 | 12,06 | 6 | 20,00 | ||||
| 2026-02-10 | 13F/A | Core Wealth Advisors, Llc | 126.881 | 4.225 | ||||||
| 2026-01-13 | 13F | Two West Capital Advisors LLC | 21.002 | 29,83 | 699 | 21,14 | ||||
| 2026-01-20 | 13F | Steel Peak Wealth Management LLC | 438.293 | -2,82 | 14.595 | -5,27 | ||||
| 2026-02-13 | 13F | Icon Wealth Advisors, LLC | 616.023 | 7,06 | 20.514 | 4,37 | ||||
| 2026-01-07 | 13F | DecisionMap Wealth Management, LLC | 22.404 | 746 | ||||||
| 2026-01-12 | 13F | Focus Financial Network, Inc. | 54.852 | 7,45 | 1.827 | 4,76 | ||||
| 2026-01-16 | 13F | Oregon Pacific Wealth Management, LLC | 8.598 | 286 | ||||||
| 2026-02-13 | 13F | Hurley Capital, LLC | 576 | 19 | ||||||
| 2026-01-12 | 13F | Lifelong Wealth Advisors, Inc. | 104.205 | 140,08 | 3.470 | 134,14 | ||||
| 2026-02-03 | 13F | Alta Wealth Advisors LLC | 11.665 | 388 | ||||||
| 2026-01-26 | 13F | Private Trust Co Na | 15.504 | 14,54 | 516 | 11,69 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 67.761 | 2.256 | ||||||
| 2026-02-11 | 13F | Advocacy Wealth Management Services, LLC | 1.548.340 | 9,07 | 51.560 | 6,32 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 590.868 | 6,96 | 19.676 | 4,27 | ||||
| 2026-01-06 | 13F | RDA Financial Network | 21.559 | 1,61 | 718 | -0,97 | ||||
| 2026-01-07 | 13F | Retirement Wealth Solutions LLC | 51.723 | 1,19 | 1.722 | -1,37 | ||||
| 2026-02-12 | 13F | Bradley Foster & Sargent Inc/ct | 6.899 | 4,50 | 230 | 1,78 | ||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 4.670.219 | 155.518 | ||||||
| 2026-02-13 | 13F | Lifeworks Advisors, LLC | 18.475 | 14,63 | 615 | 11,82 | ||||
| 2026-01-27 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 222.402 | 20,22 | 7.406 | 17,19 | ||||
| 2026-01-27 | 13F | Latitude Advisors, LLC | 7.641 | 254 | ||||||
| 2026-02-05 | 13F | Allworth Financial LP | 13 | 0,00 | 0 | |||||
| 2026-01-14 | 13F | Emergent Wealth Advisors, LLC | 7.447 | 248 | ||||||
| 2026-02-12 | 13F | Wedbush Securities Inc | 40.223 | 193,75 | 1 | |||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 753.054 | 36,67 | 25.076 | 33,23 | ||||
| 2026-02-10 | 13F | Dynasty Wealth Management, Llc | 11.940.004 | 397.602 | ||||||
| 2026-02-17 | 13F | Gotham Asset Management, LLC | 8.798 | 293 | ||||||
| 2026-01-27 | 13F | DSG Capital Advisors, LLC | 6.753 | -20,60 | 234 | -19,31 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 90 | 3 | ||||||
| 2026-01-26 | 13F | Keystone Wealth Services, LLC | 41.304 | 8,51 | 1.375 | 5,77 | ||||
| 2026-01-29 | 13F | OMNI 360 Wealth, Inc. | 25.795 | 886 | ||||||
| 2026-02-04 | 13F | Tsfg, Llc | 410.352 | 68,76 | 14 | 62,50 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 16.235.223 | 89,31 | 540.633 | 84,54 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 84.334 | 19,58 | 2.808 | 16,56 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 21.799 | 56,80 | 726 | 52,95 | ||||
| 2026-02-17 | 13F | Imprint Wealth LLC | 11.789 | 36,12 | 393 | 32,88 | ||||
| 2026-02-17 | 13F/A | Kovack Advisors, Inc. | 9.152 | 305 | ||||||
| 2026-01-20 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 664.625 | 25,48 | 22.132 | 22,32 | ||||
| 2026-01-15 | 13F | Cassilly Financial Group LLC | 25.452 | 848 | ||||||
| 2026-02-10 | 13F | WCG Wealth Advisors LLC | 137.297 | 4.572 | ||||||
| 2026-01-07 | 13F | Sovereign Financial Group, Inc. | 28.776 | -1,62 | 958 | -4,10 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 164.341 | 8,90 | 5.473 | 6,15 | ||||
| 2026-02-12 | 13F | Leigh Baldwin & Co., Llc | 29.929 | 997 | ||||||
| 2026-02-02 | 13F | Truist Financial Corp | 674.713 | 7,36 | 22.468 | 4,65 | ||||
| 2026-01-16 | 13F | Tempus Wealth Planning, LLC | 25.625 | 11,33 | 853 | 8,52 | ||||
| 2026-01-27 | 13F | Horst & Graben Wealth Management LLC | 449.270 | 4,57 | 14.978 | 2,05 | ||||
| 2026-02-06 | 13F | Frisch Financial Group, Inc. | 50.012 | 110,46 | 1.665 | 105,30 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 977 | 38,58 | 33 | 33,33 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 225.596 | 202,37 | 7.512 | 194,82 | ||||
| 2026-01-26 | 13F | Decker Retirement Planning Inc. | 134 | 4 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 220.135 | 114,49 | 7.331 | 109,13 | ||||
| 2026-02-12 | 13F | Concorde Asset Management, LLC | 11.298 | 64,29 | 376 | 57,32 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Elevated Financial Group LLC | 9.594 | 319 | ||||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-07 | 13F | Certus Wealth Management, LLC | 85.374 | 67,74 | 2.916 | 98,64 | ||||
| 2026-02-11 | 13F | Shared Vision Wealth Group LLC | 75.468 | 11,41 | 2.608 | 12,51 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 3.089.187 | 15,14 | 102.870 | 12,24 | ||||
| 2026-01-29 | 13F | Hobbs Wealth Management, LLC | 130.993 | 1,65 | 4.362 | -0,89 | ||||
| 2026-02-10 | 13F | Spectrum Planning & Advisory Services Inc. | 98.123 | 4,84 | 3.268 | 2,19 | ||||
| 2026-02-13 | 13F | J.E. Simmons & Co., P.C. | 131.348 | 4.374 | ||||||
| 2026-01-08 | 13F | Asempa Wealth Advisors | 19.297 | 643 | ||||||
| 2026-01-07 | 13F | Harbor Investment Advisory, Llc | 1.736 | 3,27 | 58 | 0,00 | ||||
| 2026-02-17 | 13F | Lantern Wealth Advisors, LLC | 14.986 | 22,92 | 499 | 19,95 | ||||
| 2026-01-08 | 13F | Traveka Wealth, LLC | 12.419 | 414 | ||||||
| 2026-01-15 | 13F | Cobblestone Asset Management LLC | 155.372 | 5,90 | 5.174 | 3,23 | ||||
| 2026-02-17 | 13F | Hyposwiss Advisors SA | 825 | 27 | ||||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 517 | -6,00 | 17 | -5,56 | ||||
| 2026-01-13 | 13F | Mayflower Financial Advisors, LLC | 140.578 | 9,95 | 4.681 | 7,19 | ||||
| 2026-01-26 | 13F | Abundance Wealth Counselors | 1.100.684 | -0,03 | 36.653 | -2,55 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 3.977 | 0 | ||||||
| 2026-01-21 | 13F | Avantra Family Wealth, Inc. | 19.440 | 0,27 | 647 | -2,27 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 45.452 | 1.514 | ||||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 727 | 79,06 | 24 | 84,62 | ||||
| 2026-01-16 | 13F | BridgePort Financial Solutions, LLC | 35.496 | 1,02 | 1.182 | -1,50 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 10.765 | 368 | ||||||
| 2026-01-21 | 13F | Lockerman Financial Group, Inc. | 6.433 | 214 | ||||||
| 2026-01-12 | 13F | World Equity Group, Inc. | 16.220 | -25,14 | 540 | -27,03 | ||||
| 2026-01-29 | 13F | KC Investment Advisors, LLC | 83.229 | 25,73 | 2.772 | 17,27 | ||||
| 2026-02-09 | 13F | Strategic Financial Concepts, LLC | 41.874 | 1.394 | ||||||
| 2026-02-02 | 13F | Holistic Planning, LLC | 55.480 | 1.847 | ||||||
| 2026-02-03 | 13F | Apeiron RIA LLC | 235.367 | 58,63 | 8.059 | 53,46 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 2.467.105 | 50,25 | 82.155 | 146.603,57 | ||||
| 2026-03-24 | 13F | Armis Advisers, LLC | 8.346 | 279 | ||||||
| 2026-02-05 | 13F | Tennessee Valley Asset Management Partners | 346.888 | 6,63 | 11.551 | 3,95 | ||||
| 2026-02-09 | 13F | IPG Investment Advisors LLC | 11.150 | 0,00 | 371 | -2,37 | ||||
| 2026-01-29 | 13F | Merkkuri Wealth Advisors LLC | 67.208 | 88,42 | 2.238 | 83,74 | ||||
| 2026-01-16 | 13F | Aspire Private Capital, LLC | 19.367 | 2,30 | 645 | -0,31 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 17.996 | -2,59 | 599 | -5,07 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 845.384 | 4,58 | 28.151 | 1,94 | ||||
| 2026-01-26 | 13F | J.M. Arbour, LLC | 41.930 | 1.396 | ||||||
| 2026-02-05 | 13F | Aegis Wealth Management, Inc. | 9.239 | 308 | ||||||
| 2026-01-28 | 13F | Family Wealth Group, LLC | 18.005 | 24,30 | 600 | 21,26 | ||||
| 2026-04-03 | 13F | Box Hill Private Wealth LLC | 7.772 | 256 | ||||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 267.829 | 8.919 | ||||||
| 2026-01-07 | 13F | Cyndeo Wealth Partners, LLC | 107.428 | 3.577 | ||||||
| 2026-02-17 | 13F | Stokes Family Office, LLC | 332.388 | 11.069 | ||||||
| 2026-02-06 | 13F | Magnolia Private Wealth, LLC | 8.949 | 298 | ||||||
| 2025-11-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Synergy Investment Management, LLC | 163.857 | 16,39 | 5.456 | 13,45 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 1.294.007 | 41,23 | 43.090 | 37,68 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 5.187.871 | 19,63 | 172.756 | 16,62 | ||||
| 2026-01-15 | 13F | Trinity Wealth Management, LLC | 6.585 | 219 | ||||||
| 2026-01-12 | 13F | Accelerate Investment Advisors LLC | 19.622 | 8,65 | 653 | 6,01 | ||||
| 2026-01-27 | 13F | Semus Wealth Partners LLC | 17.947 | 11,29 | 598 | 8,55 | ||||
| 2026-02-11 | 13F | Comprehensive Financial Planning, Inc./PA | 334 | 1,52 | 11 | 0,00 | ||||
| 2026-02-10 | 13F | Theory Financial Llc | 68.212 | 7,71 | 2.357 | 6,08 | ||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 168.146 | 179,85 | 5.599 | 172,86 | ||||
| 2026-01-15 | 13F | Fifth Third Wealth Advisors LLC | 171.426 | 1.334,89 | 5.708 | 1.299,02 | ||||
| 2026-01-06 | 13F | Investors Research Corp | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Brookstone Capital Management | 227.504 | 11,25 | 7.576 | 8,45 | ||||
| 2026-02-17 | 13F | Gallagher Fiduciary Advisors, LLC | 14.272 | 6,32 | 475 | 3,71 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 248 | 8 | ||||||
| 2026-02-12 | 13F | WealthPLAN Partners, LLC | 48.383 | 10,96 | 1.611 | 8,19 | ||||
| 2026-02-05 | 13F | Legacy Financial Group LLC | 243.221 | 4,82 | 7.939 | 0,15 | ||||
| 2026-02-02 | 13F | CENTRAL TRUST Co | 8 | 0 | ||||||
| 2026-02-11 | 13F | Wealthgarden F.s. Llc | 45.271 | 7,68 | 1.565 | 6,03 | ||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 77.964 | 18,97 | 2.596 | 16,00 | ||||
| 2026-01-09 | 13F | First Heartland Consultants, Inc. | 39.162 | 5,86 | 1.304 | 3,25 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 1.060.667 | 87,20 | 35.334 | 89,17 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 77.204 | -15,08 | 2.571 | -17,23 | ||||
| 2026-02-03 | 13F | Sageworth Trust Co | 29.693 | 989 | ||||||
| 2026-02-13 | 13F | Wealth Alliance | 279.103 | 16,63 | 9.294 | 13,69 | ||||
| 2026-02-24 | 13F | Chelsea Counsel Co | 38 | 0,00 | 1 | 0,00 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 34 | |||||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 1.767 | 22,45 | 59 | 18,37 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 215 | 7 | ||||||
| 2026-01-22 | 13F | HHM Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Creative Planning | 13.759 | 39,43 | 458 | 35,91 | ||||
| 2026-01-13 | 13F | Kelly Financial Services LLC | 323.351 | 8,24 | 10.768 | 5,51 | ||||
| 2026-01-26 | 13F | Patriot Financial Group Insurance Agency, LLC | 111.980 | 30,30 | 3.729 | 27,02 | ||||
| 2026-02-13 | 13F | Journey Strategic Wealth Llc | 55.134 | 824,76 | 1.836 | 803,94 | ||||
| 2025-11-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | LongView Wealth Management | 7.079 | 246 | ||||||
| 2026-02-11 | 13F | Simplex Trading, Llc | 3.657 | 523,00 | 122 | |||||
| 2026-02-11 | 13F | Strategy Asset Managers Llc | 7.074 | 236 | ||||||
| 2026-02-17 | 13F | Pinnacle Family Advisors, LLC | 8.219 | 274 | ||||||
| 2025-10-22 | 13F | Gries Financial Llc | 129.075 | 4.409 | ||||||
| 2026-01-29 | 13F | Kickstand Ventures, Llc. | 22.054 | 71,75 | 734 | 67,58 | ||||
| 2026-02-10 | 13F | Ssi Investment Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | REAP Financial Group, LLC | 2.658 | 89 | ||||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 143.686 | 1,69 | 4.785 | -0,87 | ||||
| 2026-02-13 | 13F | Destination Wealth Management | 1.401.203 | 46.660 | ||||||
| 2026-01-14 | 13F | ORG Partners LLC | 34.346 | 37,65 | 1.144 | 26,58 | ||||
| 2026-01-29 | 13F | UMA Financial Services, Inc. | 369.035 | 8,47 | 12.289 | 5,74 | ||||
| 2026-01-22 | 13F | Apollon Wealth Management, LLC | 180.403 | 49,49 | 6.007 | 45,73 | ||||
| 2026-02-06 | 13F | Signature Estate & Investment Advisors Llc | 18.003 | 40,74 | 600 | 37,39 | ||||
| 2026-02-17 | 13F | National Asset Management, Inc. | 52.569 | 6,00 | 1.751 | 3,31 | ||||
| 2026-02-02 | 13F | Wells Financial Advisors INC | 580 | 19 | ||||||
| 2026-02-17 | 13F/A | Sentinus, LLC | 212.014 | 126,28 | 7.060 | 120,63 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 6.280 | 209 | ||||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 501 | 3,94 | 17 | 0,00 | ||||
| 2026-02-09 | 13F | Cary Street Partner Investment Advisory Llc | 13.218 | 47,37 | 440 | 43,79 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 538.317 | 52,11 | 17.926 | 48,28 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 788.337 | 68,46 | 26.252 | 64,21 | ||||
| 2026-02-10 | 13F | Verus Capital Partners, Llc | 59.353 | 4,13 | 1.976 | 1,49 | ||||
| 2026-02-18 | 13F | Pacific Excel Wealth Advisors, Inc. | 10.285 | 343 | ||||||
| 2026-01-08 | 13F | MKT Advisors LLC | 21.789 | 6,95 | 742 | 5,41 | ||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-27 | 13F | Financial Management Professionals, Inc. | 5.674 | 5,43 | 189 | 2,73 | ||||
| 2026-01-27 | 13F | Beacon Bridge Wealth Partners, LLC | 143.582 | 4.781 | ||||||
| 2026-02-12 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | KM Capital Management Ltd. | 68.681 | 2.287 | ||||||
| 2026-01-22 | 13F | Triad Wealth Partners, LLC | 389.258 | 32,52 | 12.962 | 29,19 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 752.544 | 8,25 | 25.060 | 5,52 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 162.139 | 65,20 | 5.399 | 61,07 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 20.966 | -69,58 | 691 | -69,93 | ||||
| 2026-01-08 | 13F | Firethorn Wealth Partners, Llc | 60.750 | 5,78 | 2.023 | 3,11 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 224.648 | 104,79 | 7.481 | 99,63 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 224.327 | 11,50 | 7.470 | 8,70 | ||||
| 2026-01-20 | 13F | Ascent Group, LLC | 925.958 | 7,51 | 30.834 | 4,81 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 1.437 | 745,29 | 48 | 840,00 | ||||
| 2026-01-26 | 13F | Key Capital Management, INC | 4.931 | 164 | ||||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 17.024 | 240,48 | 567 | 232,94 | ||||
| 2026-01-22 | 13F | Glass Jacobson Investment Advisors llc | 400 | 0,00 | 13 | 0,00 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 216.892 | 65,29 | 7.222 | 61,13 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 2.716.962 | 96,75 | 90.475 | 91,80 | ||||
| 2026-02-17 | 13F | Davis Wealth Advisors, LLC | 62.560 | 2.083 |
