Grundlæggende statistik
| Institutionelle ejere | 380 total, 380 long only, 0 short only, 0 long/short - change of 5,83% MRQ |
| Gennemsnitlig porteføljeallokering | 0.4353 % - change of -1,36% MRQ |
| Institutionelle aktier (lange) | 181.917.921 (ex 13D/G) - change of 7,78MM shares 4,47% MRQ |
| Institutionel værdi (lang) | $ 3.502.375 USD ($1000) |
Institutionelt ejerskab og aktionærer
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF (US:BSCR) har 380 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 181,917,921 aktier. Største aktionærer omfatter Lido Advisors, LLC, Morgan Stanley, Wells Fargo & Company/mn, LPL Financial LLC, Bank Of America Corp /de/, Raymond James Financial Inc, UBS Group AG, Invesco Ltd., MAI Capital Management, and Hills Bank & Trust Co .
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF (NasdaqGM:BSCR) 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 February 27, 2026 is 19,73 / share. Previously, on March 3, 2025, the share price was 19,59 / share. This represents an increase of 0,71% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 1.546 | 0,00 | 31 | 0,00 | ||||
| 2026-01-16 | 13F | West Branch Capital LLC | 2.009 | 0,40 | 40 | 0,00 | ||||
| 2026-01-09 | 13F | Silverlake Wealth Management Llc | 136.322 | 6,03 | 2.691 | 6,20 | ||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 402 | 127,12 | 8 | 133,33 | ||||
| 2026-01-29 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 37.436 | -5,04 | 739 | -4,90 | ||||
| 2026-01-08 | 13F | Armstrong Advisory Group, Inc | 7.418 | 0,00 | 146 | 0,00 | ||||
| 2026-01-23 | 13F | Reuter James Wealth Management, Llc | 27.360 | 31,93 | 540 | 32,35 | ||||
| 2026-01-14 | 13F | WESPAC Advisors, LLC | 14.523 | -10,29 | 287 | -10,34 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 2.907.934 | 16,32 | 57.403 | 16,49 | ||||
| 2026-02-10 | 13F | Ellevest, Inc. | 231.080 | 93,02 | 4.562 | 93,34 | ||||
| 2026-01-30 | 13F | Axis Wealth Partners, LLC | 26.484 | 76,98 | 523 | 77,55 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 30.672 | -16,79 | 605 | -16,67 | ||||
| 2026-01-21 | 13F | Crews Bank & Trust | 27.345 | 0,00 | 540 | 0,19 | ||||
| 2026-01-26 | 13F | Farnam Financial LLC | 279.818 | 17,98 | 5.524 | 18,16 | ||||
| 2026-02-09 | 13F | Roundview Capital LLC | 97.750 | 0,00 | 1.930 | 0,16 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 2.001 | 8,05 | ||||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 61.288 | -9,94 | 1.210 | -9,84 | ||||
| 2025-10-28 | 13F | BRYN MAWR TRUST Co | 1.615 | 0,00 | 32 | 0,00 | ||||
| 2026-01-05 | 13F | Horizons Wealth Management | 189.582 | 0,20 | 3.742 | 0,35 | ||||
| 2026-01-26 | 13F | Provenance Wealth Advisors, LLC | 7.982 | 0,00 | 158 | 0,00 | ||||
| 2026-01-15 | 13F | Wealth Quarterback LLC | 26.029 | 37,75 | 514 | 37,90 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 1.138.501 | 3,85 | 22.464 | 3,96 | ||||
| 2026-01-14 | 13F | Hennion & Walsh Asset Management, Inc. | 98.362 | -23,02 | 1.942 | -22,92 | ||||
| 2026-02-10 | 13F | CIBC World Markets Inc. | 19.300 | 35,92 | 381 | 36,20 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 5.016.521 | 2,68 | 99.026 | 2,84 | ||||
| 2026-01-15 | 13F | Hengehold Capital Management Llc | 463.156 | 2,40 | 9.143 | 2,56 | ||||
| 2026-01-13 | 13F | Argentarii, LLC | 14.618 | 289 | ||||||
| 2026-02-12 | 13F | Proficio Capital Partners LLC | 38.712 | 1,08 | 764 | 1,33 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 235.517 | 2,40 | 4.649 | 2,56 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 3.568 | -78,20 | 70 | -78,26 | ||||
| 2026-02-17 | 13F | TCG Advisory Services, LLC | 643.896 | 2,86 | 12.710 | 3,02 | ||||
| 2026-01-07 | 13F | Everpar Advisors Llc | 63.958 | 3,99 | 1.263 | 4,13 | ||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 4.061 | 0,00 | 80 | 0,00 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 53.015 | 58,31 | 1.047 | 58,48 | ||||
| 2026-01-12 | 13F | RVW Wealth, LLC | 13.097 | -15,44 | 259 | -15,41 | ||||
| 2026-02-10 | 13F | WCG Wealth Advisors LLC | 11.216 | 1,51 | 221 | 1,84 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 352.620 | 2,96 | 6.961 | 3,11 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 269 | 0,00 | 5 | 0,00 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 2.383 | -44,52 | 47 | -44,05 | ||||
| 2026-02-09 | 13F | CBIZ Investment Advisory Services, LLC | 4.225 | 1,08 | 83 | 1,22 | ||||
| 2026-02-09 | 13F | Redmond Asset Management, LLC | 88.408 | 3,73 | 1.745 | 3,93 | ||||
| 2026-02-09 | 13F | Coordinated Financial Services, Inc. | 50.250 | 0,24 | 992 | 0,30 | ||||
| 2026-02-12 | 13F | Hm Payson & Co | 11.518 | 796,34 | 227 | 808,00 | ||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 617 | 12 | ||||||
| 2026-01-16 | 13F | CRA Financial Services, LLC | 196.453 | -0,00 | 3.878 | 0,13 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 243.733 | 0,67 | 4.811 | 1,14 | ||||
| 2026-01-30 | 13F | Keybank National Association/oh | 17.892 | 353 | ||||||
| 2026-01-13 | 13F | Butensky & Cohen Financial Security, Inc | 71.486 | 7,50 | 1.411 | 7,71 | ||||
| 2026-02-09 | 13F | Carroll Advisory Group, LLC | 190.103 | 3.753 | ||||||
| 2025-10-15 | 13F | Vontobel Holding Ltd. | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 30.896 | -2,55 | 610 | -2,40 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 18.146 | 0 | ||||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 104.427 | 25,06 | 2.061 | 25,29 | ||||
| 2026-02-02 | 13F | Sun Financial Inc | 17.479 | 345 | ||||||
| 2026-02-04 | 13F | Birchbrook, Inc. | 1.500 | 30 | ||||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 514.357 | 14,54 | 10.153 | 14,71 | ||||
| 2026-01-14 | 13F | Eastern Bank | 6.822 | -27,48 | 135 | -27,57 | ||||
| 2026-02-06 | 13F | Commonwealth Financial Services, LLC | 10.084 | -0,50 | 199 | 0,00 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 53.321 | -4,50 | 1 | 0,00 | ||||
| 2026-01-08 | 13F | Legacy Private Trust Co. | 436.152 | 367,93 | 8.610 | 368,64 | ||||
| 2026-01-21 | 13F | Woodmont Investment Counsel Llc | 58.532 | -6,30 | 1.155 | -6,17 | ||||
| 2026-02-24 | 13F | Astoria Portfolio Advisors LLC. | 59.208 | 6,59 | 1.167 | 6,39 | ||||
| 2026-01-16 | 13F | Ledgewood Wealth Advisors, LLC | 509.794 | 66,81 | 10.063 | 67,08 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 10.868 | 0,00 | 215 | 0,00 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 25 | -95,87 | 0 | -100,00 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 68.447 | -1,00 | 1.351 | -0,81 | ||||
| 2026-01-16 | 13F | Oregon Pacific Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-29 | 13F | Howard Wealth Management, Llc | 278.438 | 10,11 | 5.496 | 10,27 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 159.256 | 1,58 | 3.144 | 1,72 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 5.325 | -97,88 | 105 | -97,88 | ||||
| 2026-01-29 | 13F | Resonant Capital Advisors, LLC | 11.259 | 0,00 | 222 | 0,45 | ||||
| 2026-01-23 | 13F | G2 Capital Management, Llc / Oh | 84.726 | 1,07 | 1.672 | 1,21 | ||||
| 2026-01-23 | 13F | Carnegie Capital Asset Management, LLC | 329.212 | -3,06 | 6.499 | -2,91 | ||||
| 2026-01-21 | 13F | Western Financial Corp/CA | 42.877 | 0,29 | 846 | 0,48 | ||||
| 2026-01-28 | 13F | Wingate Wealth Advisors, Inc. | 70.542 | 0,78 | 1.392 | 0,94 | ||||
| 2026-02-02 | 13F | SNS Financial Group, LLC | 1.817.835 | 2,83 | 35.884 | 2,98 | ||||
| 2026-02-11 | 13F | Vaughan David Investments Inc/il | 470.122 | 7,24 | 9 | 12,50 | ||||
| 2026-01-15 | 13F | Infinity Wealth Counsel, LLC | 185.290 | 5,19 | 3.658 | 5,33 | ||||
| 2026-01-26 | 13F | Old Point Trust & Financial Services N A | 62.709 | 11,11 | 1.238 | 11,24 | ||||
| 2026-02-13 | 13F | Venture Visionary Partners LLC | 11.823 | 233 | ||||||
| 2026-01-13 | 13F | Well Done, LLC | 29.225 | 0,07 | 577 | 0,17 | ||||
| 2026-01-16 | 13F | Evexia Wealth Llc | 204.199 | 139,32 | 4.035 | 139,41 | ||||
| 2026-02-12 | 13F | Oder Investment Management, LLC | 102.973 | 6,52 | 2.033 | 6,67 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 453.395 | 20,43 | 8.950 | 20,62 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 136.614 | 10,58 | 2.697 | 10,72 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 21.993 | 434 | ||||||
| 2026-01-12 | 13F | Certified Advisory Corp | 39.536 | 8,98 | 780 | 9,09 | ||||
| 2026-01-27 | 13F | Berger Financial Group, Inc | 199.548 | -0,21 | 3.939 | -0,05 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 33.388 | 57,07 | 659 | 57,66 | ||||
| 2026-02-09 | 13F | Allen Capital Group, LLC | 35.367 | 5,40 | 698 | 5,60 | ||||
| 2026-01-15 | 13F | Ironwood Financial, llc | 524.036 | -1,44 | 10.344 | -1,30 | ||||
| 2026-01-23 | 13F | McCarthy & Cox | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 287.877 | -5,83 | 5.683 | -5,69 | ||||
| 2026-01-29 | 13F | ProVise Management Group, LLC | 287.723 | 23,49 | 5.680 | 23,67 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 1.662 | 33 | ||||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 213.374 | 1,12 | 4.213 | 1,15 | ||||
| 2026-02-04 | 13F | Foundry Financial Group, Inc. | 10.159 | 0,00 | 201 | 0,00 | ||||
| 2026-02-12 | 13F | Livet Wealth, LLC | 156.560 | 3.090 | ||||||
| 2026-01-28 | 13F | Marietta Wealth Management, LLC | 358.194 | 6,06 | 7.071 | 6,22 | ||||
| 2025-10-30 | 13F | Carmel Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Kessler Investment Group, LLC | 56.080 | -1,81 | 1.107 | -1,60 | ||||
| 2026-02-09 | 13F | Gs Investments, Inc. | 4.375 | 0,00 | 86 | 0,00 | ||||
| 2026-02-12 | 13F | Keel Point, LLC | 61.139 | 73,92 | 1.207 | 74,28 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 763.183 | -3,15 | 15 | 0,00 | ||||
| 2026-02-17 | 13F | Creative Planning | 107.179 | -24,73 | 2.116 | -24,63 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 387 | 0,00 | 8 | 0,00 | ||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 52.434 | 314,89 | 1.035 | 315,66 | ||||
| 2026-02-03 | 13F | Sigma Investment Counselors Inc | 19.040 | -7,64 | 376 | -7,64 | ||||
| 2026-01-23 | 13F | Webster Bank, N. A. | 206.908 | 107,56 | 4.084 | 107,94 | ||||
| 2026-01-20 | 13F | Independence Bank of Kentucky | 54.025 | 0,40 | 1.066 | 0,57 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 79.816 | 6,11 | 2 | 0,00 | ||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 157.235 | 187,52 | 3.104 | 188,12 | ||||
| 2026-01-16 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 176.606 | 1,18 | 3.486 | 1,34 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 13.592 | 268 | ||||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 12.974 | 0 | ||||||
| 2026-01-16 | 13F | Tenon Financial LLC | 159.595 | 5,19 | 3.150 | 5,39 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Alerus Financial Na | 6.383 | 0,00 | 126 | 0,80 | ||||
| 2026-01-14 | 13F | True Vision MN LLC | 35.953 | 5,06 | 710 | 5,19 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 32.814 | -4,02 | 648 | -3,86 | ||||
| 2026-01-27 | 13F | First Horizon Corp | 16.410 | -3,67 | 324 | -3,58 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 133.928 | -64,90 | 2.644 | -64,85 | ||||
| 2026-02-02 | 13F | CX Institutional | 2.432 | 1,59 | 0 | |||||
| 2026-02-10 | 13F | Dover Advisors, Llc | 16.051 | 3,22 | 317 | 3,27 | ||||
| 2026-01-30 | 13F | Laurel Wealth Advisors LLC | 307.621 | 7,12 | 6.072 | 7,28 | ||||
| 2026-02-13 | 13F | Tassel Capital Management, Inc. | 29.199 | 12,85 | 576 | 12,94 | ||||
| 2026-02-12 | 13F | Richmond Investment Services, LLC | 146.982 | 14,37 | 2.901 | 14,53 | ||||
| 2026-02-17 | 13F | Fmr Llc | 3.766 | 69,11 | 74 | 72,09 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 47.900 | 9,35 | 946 | 9,50 | ||||
| 2026-01-27 | 13F | Clark Asset Management, LLC | 1.000.695 | 16,48 | 19.754 | 16,65 | ||||
| 2026-01-29 | 13F | Nbc Securities, Inc. | 683 | 0,00 | 13 | 0,00 | ||||
| 2026-02-10 | 13F | Parr Mcknight Wealth Management Group, Llc | 268.036 | 17,49 | 5.291 | 17,68 | ||||
| 2026-01-05 | 13F | GAMMA Investing LLC | 760 | 20,44 | 15 | 25,00 | ||||
| 2026-01-21 | 13F | Wilkins Miller Wealth Management, LLC | 100.800 | -1,53 | 1.990 | -1,53 | ||||
| 2026-01-16 | 13F | Blossom Wealth Management | 43.347 | 87,20 | 856 | 87,50 | ||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 433.467 | 2,73 | 8.557 | 2,89 | ||||
| 2026-01-16 | 13F | Marquette Asset Management, LLC | 4.106 | 3,69 | 81 | 3,85 | ||||
| 2026-01-23 | 13F | JM2 Capital Inc. | 34.766 | 686 | ||||||
| 2026-02-04 | 13F | Strategic Family Wealth Counselors, L.L.C. | 74.567 | 52,46 | 1.468 | 52,28 | ||||
| 2026-02-09 | 13F | Prospera Financial Services Inc | 168.151 | 11,48 | 3.319 | 11,68 | ||||
| 2026-01-22 | 13F | Trilogy Capital Inc. | 227.698 | 4,10 | 4.495 | 4,24 | ||||
| 2026-01-23 | 13F | Whitener Capital Management, Inc. | 40.549 | 3,64 | 800 | 3,76 | ||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 127.551 | 17,24 | 2.518 | 17,40 | ||||
| 2026-02-17 | 13F | Imprint Wealth LLC | 117 | 2 | ||||||
| 2026-01-06 | 13F | Red Spruce Capital, LLC | 317.620 | -36,83 | 6.543 | -33,98 | ||||
| 2026-01-28 | 13F | Proathlete Wealth Management Llc | 47 | 2,17 | 1 | |||||
| 2026-02-12 | 13F | Manchester Financial Inc | 27.533 | -1,85 | 544 | -1,63 | ||||
| 2026-02-05 | 13F | Hills Bank & Trust Co | 2.527.006 | 0,98 | 49.883 | 1,13 | ||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 92.208 | 1.820 | ||||||
| 2026-01-14 | 13F | Accurate Wealth Management, LLC | 72.498 | 0,73 | 1.431 | 0,63 | ||||
| 2026-01-23 | 13F | First PREMIER Bank | 205 | 0,00 | 0 | |||||
| 2026-01-14 | 13F | Ballew Advisors, Inc | 35.947 | 0,00 | 710 | -0,14 | ||||
| 2026-01-14 | 13F | Lantz Financial LLC | 366.578 | 281,88 | 7.236 | 282,65 | ||||
| 2026-01-12 | 13F | DAVENPORT & Co LLC | 13.185 | 0,00 | 260 | 0,39 | ||||
| 2026-02-09 | 13F | Morris Financial Concepts, Inc. | 10.122 | 0,00 | 200 | 0,00 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 726.534 | -3,74 | 14.342 | -3,60 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 645.845 | 23,68 | 12.749 | 23,86 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 882.010 | 11,28 | 17.411 | 11,45 | ||||
| 2026-02-11 | 13F | Fca Corp /tx | 315.633 | 6,60 | 6.231 | 6,75 | ||||
| 2026-01-29 | 13F | Verdence Capital Advisors LLC | 17.300 | -7,98 | 342 | -7,84 | ||||
| 2026-02-11 | 13F | IMA Wealth, Inc. | 10.419 | 0,00 | 206 | 0,00 | ||||
| 2026-01-20 | 13F | Voisard Asset Management Group, Inc. | 10.432 | 206 | ||||||
| 2026-01-07 | 13F | Harbor Investment Advisory, Llc | 1.350 | 0,00 | 27 | 0,00 | ||||
| 2026-01-15 | 13F | Brookstone Capital Management | 1.487.744 | 1,59 | 29.368 | 1,74 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 1.204.671 | 8,85 | 23.785 | 9,11 | ||||
| 2026-01-23 | 13F | Retirement Guys Formula Llc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Cookson Peirce & Co Inc | 560.241 | 6,30 | 11.059 | 6,46 | ||||
| 2026-01-08 | 13F | Oliver Luxxe Assets LLC | 85.160 | -3,28 | 1.681 | -3,11 | ||||
| 2026-02-13 | 13F/A | Newport Capital Group, LLC | 82.409 | 1,08 | 1.627 | 1,18 | ||||
| 2026-02-11 | 13F | First Command Advisory Services, Inc. | 47.513 | -28,82 | 938 | -28,75 | ||||
| 2026-02-09 | 13F | Goepper Burkhardt LLC | 578.295 | 12,47 | 11.416 | 12,64 | ||||
| 2026-02-10 | 13F | Heritage Trust Co | 63.772 | 12,02 | 1.259 | 12,12 | ||||
| 2026-02-10 | 13F | Beto Financial Group, Llc | 14.220 | 281 | ||||||
| 2026-01-26 | 13F | Strid Group, LLC | 44.592 | 12,33 | 880 | 12,53 | ||||
| 2026-02-09 | 13F | Leavell Investment Management, Inc. | 88.682 | 0,06 | 1.751 | 0,23 | ||||
| 2026-01-06 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2.377.359 | -3,45 | 46.929 | -3,31 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 8.792 | -8,26 | 174 | -7,98 | ||||
| 2026-02-09 | 13F | Unified Investment Management | 28.040 | 0,00 | 554 | 0,18 | ||||
| 2026-01-28 | 13F | Ramiah Investment Group | 29.477 | 76,20 | 582 | 76,60 | ||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 62.813 | -67,41 | 1.240 | -67,38 | ||||
| 2026-02-09 | 13F | Diversified Portfolios, Inc. | 13.655 | 270 | ||||||
| 2026-01-30 | 13F | United Community Bank | 0 | -100,00 | 0 | |||||
| 2025-10-20 | 13F | Masso Torrence Wealth Management Inc. | 90.638 | 0,37 | 1.786 | 0,68 | ||||
| 2026-02-13 | 13F | Cynosure Management, Llc | 39.123 | 0,00 | 772 | 0,13 | ||||
| 2026-02-12 | 13F | JPL Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Angeles Wealth Management, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | Evolution Wealth Management Inc. | 102 | 0,00 | 2 | 0,00 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 156.594 | -2,49 | 3.091 | -2,34 | ||||
| 2025-11-14 | 13F | SRS Capital Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Denver Wealth Management, Inc. | 26.295 | 84,14 | 519 | 84,70 | ||||
| 2026-02-09 | 13F | Shufro Rose & Co Llc | 70.688 | 25,63 | 1.395 | 26,59 | ||||
| 2026-02-12 | 13F | Kovack Advisors, Inc. | 50.107 | 989 | ||||||
| 2026-01-29 | 13F | Brown Financial Advisory | 21.549 | 0,00 | 425 | 0,24 | ||||
| 2026-02-18 | 13F | Onyx Bridge Wealth Group LLC | 24.253 | -1,77 | 479 | -1,65 | ||||
| 2026-02-10 | 13F | Blue Barn Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 466.385 | -76,39 | 9.206 | -76,35 | ||||
| 2026-01-21 | 13F | Integris Wealth Management, LLC | 10.100 | 199 | ||||||
| 2026-02-17 | 13F | Regal Investment Advisors LLC | 12.235 | 242 | ||||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 414.884 | 17,46 | 8.190 | 17,76 | ||||
| 2026-02-13 | 13F | Strathmore Capital Advisors, Inc. | 42.725 | -1,01 | 843 | -0,82 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 10.382.016 | 10,94 | 204.941 | 11,11 | ||||
| 2026-01-29 | 13F | Financial Life Planners | 20.059 | 1,02 | 396 | 1,02 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Wealth Advisors of Iowa, LLC | 13.888 | -2,10 | 274 | -1,79 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 44.702 | -92,20 | 882 | -92,19 | ||||
| 2026-01-30 | 13F | GPM Growth Investors, Inc. | 17.473 | -95,31 | 345 | -95,32 | ||||
| 2026-01-30 | 13F | First Fiduciary Investment Counsel, Inc. | 47.012 | 15,86 | 1 | |||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 109.082 | 975,76 | 2.153 | 981,91 | ||||
| 2026-01-26 | 13F | Cordatus Wealth Management LLC | 33.432 | 22,03 | 660 | 22,26 | ||||
| 2026-01-26 | 13F | XY Planning Network, Inc. | 81.922 | 175,89 | 1.617 | 177,36 | ||||
| 2026-02-09 | 13F | Sawgrass Asset Management Llc | 63.513 | 0,00 | 1.254 | 0,16 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 33.834 | 2,53 | 668 | 2,62 | ||||
| 2026-02-27 | 13F | Financially in Tune, LLC | 26.712 | 527 | ||||||
| 2026-01-16 | 13F | Beaumont Financial Advisors, LLC | 74.501 | 0,71 | 1.471 | 0,82 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 39.066 | 9,22 | 771 | 9,52 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 138.391 | 0,62 | 2.732 | 0,77 | ||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 18.908 | -3,23 | 373 | -3,12 | ||||
| 2026-02-17 | 13F | Legacy Wealth Partners, LLC | 17.572 | 347 | ||||||
| 2026-01-05 | 13F | Noble Wealth Management PBC | 500 | 0,00 | 10 | 0,00 | ||||
| 2026-01-28 | 13F | Migdal Insurance & Financial Holdings Ltd. | 58.494 | 21,63 | 1 | |||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 3.370 | 67 | ||||||
| 2026-01-13 | 13F | SMI Advisory Services, LLC | 22.459 | 41,08 | 443 | 41,08 | ||||
| 2026-02-12 | 13F | Davis R M Inc | 1.665.961 | 1,92 | 32.886 | 2,08 | ||||
| 2025-11-17 | 13F | Sterling Financial Group, Inc. | 19.515 | 385 | ||||||
| 2026-02-02 | 13F | Vantage Point Financial LLC | 49.569 | -1,16 | 978 | -1,01 | ||||
| 2026-02-05 | 13F | SFE Investment Counsel | 283.194 | 10,38 | 5.590 | 10,56 | ||||
| 2026-02-13 | 13F | Genesis Wealth Advisors, LLC | 351.204 | 4,54 | 6.933 | 4,70 | ||||
| 2026-01-16 | 13F | SigFig Wealth Management, LLC | 12.677 | 14,47 | 250 | 14,68 | ||||
| 2026-01-09 | 13F | S.E.E.D. Planning Group LLC | 177.184 | -3,57 | 3.498 | -3,42 | ||||
| 2026-01-23 | 13F | Aspect Partners, LLC | 1.028 | 0,00 | 20 | 0,00 | ||||
| 2026-01-27 | 13F | GHP Investment Advisors, Inc. | 1.525 | 0,00 | 30 | 0,00 | ||||
| 2025-11-12 | 13F | Duncan Williams Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Sound Stewardship, LLC | 410.365 | 5,86 | 8.101 | 6,02 | ||||
| 2026-02-09 | 13F | Smithfield Trust Co | 1.073 | 0,00 | 0 | |||||
| 2026-01-20 | 13F | YANKCOM Partnership | 42.870 | -6,20 | 846 | -6,00 | ||||
| 2026-01-12 | 13F | Tlwm | 1.216.436 | 2,89 | 24.012 | 3,05 | ||||
| 2026-01-26 | 13F | Nations Financial Group Inc, /ia/ /adv | 24.896 | 2,10 | 491 | 2,29 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Insight Wealth Partners, LLC | 29.535 | -34,04 | 583 | -33,90 | ||||
| 2026-01-12 | 13F | Central Valley Advisors, Llc | 510.479 | 5,23 | 10.077 | 5,39 | ||||
| 2026-02-17 | 13F | Hanover Advisors Inc | 85.684 | 1,81 | 1.691 | 1,99 | ||||
| 2026-01-14 | 13F | Net Worth Advisory Group | 50.557 | 157,16 | 998 | 157,62 | ||||
| 2026-02-12 | 13F | RPg Family Wealth Advisory, LLC | 61.668 | -0,68 | 1.217 | -0,49 | ||||
| 2026-02-04 | 13F | Midwest Trust Co | 14.142 | -25,69 | 279 | -25,60 | ||||
| 2026-02-17 | 13F | Vista Investment Management | 156.423 | -7,64 | 3.088 | -7,49 | ||||
| 2026-02-18 | 13F | Ark Wealth Advisors LLC | 141.579 | 2.795 | ||||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 66.837.029 | 3,42 | 1.317.508 | 3,43 | ||||
| 2026-02-10 | 13F | Koss-Olinger Consulting, LLC | 41.043 | 17,04 | 810 | 17,56 | ||||
| 2026-01-21 | 13F | SJS Investment Consulting Inc. | 21.292 | 42,29 | 420 | 42,86 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-01-06 | 13F | E Six Thirteen, Llc | 114.033 | 0,00 | 2.251 | 0,18 | ||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 787 | 0,00 | 16 | 0,00 | ||||
| 2026-01-26 | 13F | Kirr Marbach & Co Llc /in/ | 755.028 | 6,41 | 14.904 | 6,57 | ||||
| 2026-01-20 | 13F | Semitam Bonam Llc | 87.288 | 7,26 | 1.723 | 7,49 | ||||
| 2026-01-08 | 13F | Gryphon Financial Partners LLC | 331.295 | 0,00 | 6.540 | 0,15 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 2.407 | 48 | ||||||
| 2026-02-05 | 13F | Novare Capital Management Llc | 182.174 | 2,37 | 3.596 | 2,54 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 4.255.837 | 9,18 | 84.010 | 9,35 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 6.738.930 | 8,57 | 133.026 | 8,74 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 1.438 | 28 | ||||||
| 2026-02-04 | 13F | MONECO Advisors, LLC | 1.308.480 | 5,36 | 25.829 | 5,52 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 82.227 | 5,78 | 1.623 | 5,94 | ||||
| 2026-01-28 | 13F | Davis Capital Management | 1.558 | 11,84 | 31 | 11,11 | ||||
| 2026-02-17 | 13F | LaSalle St. Investment Advisors, LLC | 13.276 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | Evergreen Wealth Solutions, LLC | 262.626 | 5.184 | ||||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 22.500 | 0,00 | 444 | 0,23 | ||||
| 2026-02-02 | 13F | Oppenheimer & Co Inc | 15.003 | -9,95 | 296 | -9,76 | ||||
| 2026-02-05 | 13F | Pinnacle Financial Group, LLC / IL | 182.624 | -1,78 | 3.605 | -1,64 | ||||
| 2026-02-10 | 13F | Redwood Financial Network Corp | 80.899 | 2,83 | 1.597 | 2,97 | ||||
| 2026-01-26 | 13F | River Street Advisors LLC | 154.537 | 10,91 | 3.051 | 11,07 | ||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 12.137 | -1,35 | 240 | -1,24 | ||||
| 2026-01-14 | 13F | Meriwether Wealth & Planning, LLC | 339.508 | 3,63 | 6.702 | 3,78 | ||||
| 2026-01-27 | 13F | Berkshire Money Management, Inc. | 13.004 | 0,00 | 257 | 0,00 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 95.615 | -75,33 | 1.887 | -75,30 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 218.051 | 6,16 | 4.304 | 6,32 | ||||
| 2026-02-04 | 13F | Continuum Wealth Advisors, Llc | 71.839 | 1.418 | ||||||
| 2025-10-22 | 13F | RFG - Bristol Wealth Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-28 | 13F | HB Wealth Management, LLC | 86.772 | 4,44 | 1.713 | 4,58 | ||||
| 2026-01-29 | 13F | Segment Wealth Management, LLC | 70.577 | 14,77 | 1.393 | 14,93 | ||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 246.533 | 18,95 | 4.867 | 19,15 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 30.195 | 22,47 | 596 | 22,89 | ||||
| 2026-01-26 | 13F | Milestones Private Investment Advisors LLC | 134.468 | 4,27 | 2.654 | 4,45 | ||||
| 2026-02-11 | 13F | Straight Path Wealth Management | 518.102 | 4,87 | 10.227 | 5,03 | ||||
| 2026-02-04 | 13F | Topsail Wealth Management, LLC | 3.035 | 0,00 | 60 | 0,00 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 46.552 | 0,00 | 919 | 0,11 | ||||
| 2026-02-17 | 13F | Fountainhead AM, LLC | 8.573 | -17,42 | 169 | -17,16 | ||||
| 2026-02-04 | 13F | 49 Wealth Management, Llc | 1.005.908 | 6,80 | 19.857 | 6,96 | ||||
| 2025-10-21 | 13F | Optimum Investment Advisors | 14.800 | 59,14 | 292 | 59,89 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Key FInancial Inc | 99.389 | 40,00 | 1.962 | 39,97 | ||||
| 2026-01-29 | 13F | RMR Wealth Builders | 20.363 | 402 | ||||||
| 2026-01-16 | 13F | DiNuzzo Private Wealth, Inc. | 555 | 0,00 | 11 | 0,00 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Wealthcare Advisory Partners LLC | 43.098 | 17,22 | 851 | 17,40 | ||||
| 2026-02-19 | 13F | Invesco Ltd. | 3.450.521 | 1,94 | 68.113 | 2,10 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 19.574 | 20,34 | 386 | 20,63 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 14.060 | -22,65 | 278 | -22,63 | ||||
| 2026-01-28 | 13F | Hobbs Group Advisors, LLC | 18.653 | -60,61 | 368 | -60,56 | ||||
| 2026-02-17 | 13F | Opus Financial Solutions LLC | 50.769 | 1.002 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 15.267 | 37,85 | 301 | 38,07 | ||||
| 2026-01-21 | 13F | Apella Capital, LLC | 54.478 | -0,83 | 1.075 | -1,01 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 507.623 | -22,15 | 10.020 | 83.400,00 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 21.023 | -3,63 | 415 | -3,50 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 1.111.754 | 7,43 | 21.946 | 7,59 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Blueprint Financial Advisors LLC | 10.394 | -7,26 | 205 | -6,82 | ||||
| 2026-01-16 | 13F | BridgePort Financial Solutions, LLC | 20.769 | -21,86 | 410 | -21,80 | ||||
| 2026-01-08 | 13F | Old Port Advisors | 203.112 | 5,21 | 4.009 | 5,36 | ||||
| 2026-01-12 | 13F | Sentinel Pension Advisors Inc | 52.402 | -85,77 | 1.034 | -85,75 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 173.894 | 16,37 | 3.433 | 16,54 | ||||
| 2026-01-27 | 13F | Old Second National Bank Of Aurora | 416.892 | 9,79 | 8.229 | 9,97 | ||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 251 | 5 | ||||||
| 2026-02-06 | 13F | Signature Estate & Investment Advisors Llc | 12.607 | 0,00 | 249 | 0,00 | ||||
| 2026-01-29 | 13F | UBS Group AG | 4.219.631 | -0,33 | 83.296 | -0,18 | ||||
| 2026-02-03 | 13F | Apeiron RIA LLC | 57.113 | -3,58 | 1.127 | -3,59 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 7.164.097 | 8,46 | 141.419 | 8,63 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 1.162.676 | 6,51 | 22.951 | 6,67 | ||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 20.048 | 396 | ||||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Matthew Goff Investment Advisor, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 1.924.776 | 15,78 | 37.995 | 15,96 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 223.336 | 1,96 | 4.409 | 2,11 | ||||
| 2026-02-17 | 13F/A | Sentinus, LLC | 158.004 | 3.119 | ||||||
| 2026-02-06 | 13F | Flaharty Asset Management, LLC | 55.969 | 0,00 | 1.105 | 0,09 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 44.801 | 37,06 | 884 | 37,27 | ||||
| 2026-01-22 | 13F | Glass Jacobson Investment Advisors llc | 19.940 | 0,00 | 394 | 0,00 | ||||
| 2026-01-27 | 13F | TFR Capital, LLC. | 150.271 | 21,24 | 2.966 | 21,41 | ||||
| 2026-02-25 | 13F | Tempo Wealth, LLC | 73.001 | 1.441 | ||||||
| 2026-01-14 | 13F | AA Financial Advisors, LLC | 635.936 | 0,77 | 12.553 | 0,93 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 477.480 | 1,66 | 9.425 | 1,81 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 141.562 | 7,23 | 2.794 | 7,38 | ||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 1.214.932 | 7,62 | 23.983 | 7,78 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 1.569.087 | 83,13 | 31 | 87,50 | ||||
| 2026-02-13 | 13F | River Wealth Advisors LLC | 95.002 | -7,91 | 1.875 | -7,77 | ||||
| 2026-02-13 | 13F | Morton Community Bank | 291.620 | 4,28 | 5.757 | 4,48 | ||||
| 2026-01-29 | 13F | Comerica Bank | 54.512 | 6,43 | 1.076 | 6,64 | ||||
| 2026-01-12 | 13F | World Equity Group, Inc. | 18.255 | 8,09 | 360 | 8,43 | ||||
| 2026-02-17 | 13F | Coastal Bridge Advisors, LLC | 205.202 | 2,23 | 4.051 | 2,38 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 17.758 | -11,30 | 351 | -11,17 | ||||
| 2026-01-29 | 13F | ArborFi Advisors, LLC | 66.775 | -0,69 | 1.318 | -0,53 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 30.681 | -4,79 | 606 | -4,72 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 1.835.898 | 10,19 | 36.241 | 10,37 | ||||
| 2026-01-13 | 13F | Kathmere Capital Management, LLC | 18.615 | 1,33 | 367 | 1,38 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 85.157 | 30,90 | 1.683 | 31,30 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 181.471 | 16,92 | 3.582 | 17,10 | ||||
| 2026-02-06 | 13F | Aspen Investment Management Inc | 192.045 | -0,16 | 4 | 0,00 | ||||
| 2026-01-14 | 13F | Chatham Capital Group, Inc. | 487.915 | -3,02 | 9.631 | -2,87 | ||||
| 2025-11-03 | 13F | Summit Investment Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 1.054.839 | 9,78 | 20.823 | 9,95 | ||||
| 2026-01-27 | 13F | BankPlus Trust Department | 25.306 | -6,55 | 500 | -6,38 | ||||
| 2026-02-12 | 13F | Colonial Trust Advisors | 386.904 | 18,33 | 7.637 | 18,51 | ||||
| 2026-01-26 | 13F | BCS Wealth Management | 800.215 | 109,69 | 15.796 | 110,03 | ||||
| 2026-01-13 | 13F | LongView Wealth Management | 18.700 | 0,00 | 369 | 0,27 | ||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 27.110 | 0,00 | 1 | |||||
| 2026-02-09 | 13F | Pacific Wealth Strategies Group, Inc. | 149.381 | 62,46 | 2.949 | 62,69 | ||||
| 2026-01-29 | 13F | Aprio Wealth Management, LLC | 20.658 | 408 | ||||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 921.744 | 11,04 | 18.195 | 11,21 | ||||
| 2026-02-02 | 13F | Montag A & Associates Inc | 76.974 | -18,79 | 1.519 | -18,68 | ||||
| 2025-11-10 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-14 | 13F | Eqis Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | ASL Financial, LLC | 14.050 | 297 | ||||||
| 2026-02-11 | 13F | Ameritas Investment Partners, Inc. | 894 | 18 | ||||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 14.589 | 0,00 | 288 | 0,00 | ||||
| 2025-10-14 | 13F | Revolve Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 223.807 | 72,79 | 4.423 | 73,34 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 997 | 0,00 | 20 | 0,00 | ||||
| 2026-02-02 | 13F | AlphaStar Capital Management, LLC | 157.976 | 6,75 | 3.118 | 6,93 | ||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 118.746 | 16,23 | 2.344 | 16,44 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 993.145 | 6,95 | 19.605 | 7,11 | ||||
| 2026-01-13 | 13F | FC Advisory LLC | 10.903 | -19,05 | 215 | -18,87 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 7.801 | 0,00 | 154 | 0,00 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 7.813 | 7,26 | 154 | 7,69 | ||||
| 2026-02-10 | 13F | Sarver Vrooman Wealth Advisors | 4.070 | 26,71 | 80 | 26,98 | ||||
| 2026-02-10 | 13F | Opulen Financial Group LLC | 113.417 | 1,85 | 2.239 | 2,01 | ||||
| 2026-02-12 | 13F | Sbe Llc Dba Cedar Cove Wealth Partners | 107.560 | 2.123 | ||||||
| 2026-01-12 | 13F | Sax Wealth Advisors, Llc | 40.539 | 1,36 | 800 | 1,52 | ||||
| 2026-01-30 | 13F | Kohmann Bosshard Financial Services, LLC | 55.846 | 0,57 | 1.102 | 0,73 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 5.275 | 0,00 | 104 | 0,97 | ||||
| 2025-10-06 | 13F | Moller Financial Services | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Leo Wealth, LLC | 105.023 | 935,53 | 2.073 | 941,71 | ||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Kaydan Wealth Management, Inc. | 12.545 | 0,44 | 248 | 0,41 | ||||
| 2025-09-26 | 13F/A | CI Private Wealth, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 30.261 | 597 | ||||||
| 2026-01-13 | 13F | Capital Investment Advisors, LLC | 28.318 | -2,84 | 559 | -2,79 | ||||
| 2026-02-04 | 13F | American Institute for Advanced Investment Management, LLP | 44.753 | 11,01 | 883 | 11,21 | ||||
| 2026-02-06 | 13F | Gambit Capital Management, LLC | 74.845 | 1.477 | ||||||
| 2026-02-09 | 13F | Cary Street Partner Investment Advisory Llc | 2.623 | 52 | ||||||
| 2026-01-05 | 13F | Legacy Wealth Management, LLC / MS | 27.364 | 56,35 | 540 | 56,98 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 248.971 | 17,80 | 4.915 | 17,98 | ||||
| 2026-01-14 | 13F | Cypress Wealth Services, LLC | 48.627 | -2,98 | 960 | -2,84 | ||||
| 2026-01-30 | 13F | Caldwell Trust Co | 2.245 | 0,00 | 44 | 0,00 | ||||
| 2026-02-17 | 13F | Blueprint Investment Partners LLC | 10.394 | -7,26 | 205 | -6,82 | ||||
| 2026-01-05 | 13F | Park Avenue Securities Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-08 | 13F | True Wealth Design, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Align Financial, LLC | 6.435 | 6 | ||||||
| 2026-02-12 | 13F | Wagner Wealth Management, Corp | 89.271 | 1.762 | ||||||
| 2026-02-17 | 13F | Claro Advisors LLC | 24.395 | 61,78 | 482 | 61,95 | ||||
| 2026-02-05 | 13F | Cornerstone Wealth Management, LLC | 777.869 | 3,24 | 15.355 | 3,40 | ||||
| 2026-02-24 | 13F | Coastline Complete Wealth LLC | 219.528 | 4.333 | ||||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 1.094.570 | 11,62 | 22 | 10,53 | ||||
| 2026-02-02 | 13F | Souders Financial Advisors | 274.278 | 3,13 | 5.414 | 3,28 | ||||
| 2026-02-18 | 13F | Vermillion & White Wealth Management Group, LLC | 40.435 | 14,39 | 801 | 15,09 | ||||
| 2026-02-17 | 13F | Guardian Wealth Advisors, Llc / Nc | 59.112 | 7,74 | 1.167 | 7,86 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 375.526 | 15,22 | 7.413 | 15,40 | ||||
| 2026-02-10 | 13F | NewCorp Financial Services, Inc. | 28.377 | 560 | ||||||
| 2026-01-29 | 13F | Kickstand Ventures, Llc. | 509.030 | 12,01 | 10.048 | 12,18 | ||||
| 2025-10-08 | 13F | Beacon Financial Group | 93.081 | 22,76 | 1.835 | 23,17 | ||||
| 2026-02-05 | 13F | Legacy Financial Group LLC | 915.861 | 7,78 | 18.088 | 8,00 | ||||
| 2026-01-30 | 13F | Seek First Inc. | 22.490 | 3,73 | 444 | 3,75 | ||||
| 2026-02-09 | 13F | Sensible Money, LLC | 26.741 | 14,40 | 528 | 14,57 |
