CALF - Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (BATS)

Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
US ˙ BATS ˙ US69374H8575

Grundlæggende statistik
Institutionelle ejere 401 total, 401 long only, 0 short only, 0 long/short - change of -3,37% MRQ
Gennemsnitlig porteføljeallokering 0.2545 % - change of -8,75% MRQ
Institutionelle aktier (lange) 50.788.075 (ex 13D/G) - change of -6,62MM shares -11,54% MRQ
Institutionel værdi (lang) $ 2.185.876 USD ($1000)
Institutionelt ejerskab og aktionærer

Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF (US:CALF) har 401 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 50,788,075 aktier. Største aktionærer omfatter Bank Of America Corp /de/, Morgan Stanley, LPL Financial LLC, Raymond James Financial Inc, Wells Fargo & Company/mn, Cetera Investment Advisers, Northwestern Mutual Wealth Management Co, UBS Group AG, Envestnet Asset Management Inc, and Royal Bank Of Canada .

Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF (BATS:CALF) 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 26, 2026 is 44,79 / share. Previously, on March 27, 2025, the share price was 38,20 / share. This represents an increase of 17,25% over that period.

CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF Institutional Ownership
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

Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.

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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.

CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF Historical Put/Call Ratio
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 for at låse premium-data op og eksportere til Excel .

Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2026-01-23 13F Clear Creek Financial Management, LLC 10.887 76,57 483 79,55
2026-02-05 13F Cornerstone Wealth Management, LLC 229.298 -41,97 10.174 -41,19
2025-11-14 13F Brass Tax Wealth Management, Inc 5.185 -2,81 227 6,60
2026-01-12 13F Howard Financial Services, Ltd. 210.377 -11,82 9.334 -10,64
2026-02-09 13F Keating Financial Advisory Services, Inc. 5.863 260
2026-02-10 13F Arcadia Investment Management Corp/mi 1.800 -87,91 80 -87,86
2026-01-20 13F Coastal Investment Advisors, Inc. 100 -67,00 4 -69,23
2026-02-06 13F BlueStem Wealth Partners, LLC 345.837 44,83 15.345 46,78
2026-01-28 13F West Michigan Advisors, Llc 8.644 0,79 386 2,93
2026-02-13 13F MAI Capital Management 16.684 4.865,48 740 5.185,71
2026-01-05 13F Coastline Trust Co 725 0,00 32 3,23
2026-01-28 13F Chicago Partners Investment Group LLC 39.665 -10,17 1.803 -6,92
2026-02-13 13F Brown Advisory Inc 13.392 -48,88 594 -48,17
2026-01-22 13F Cliftonlarsonallen Wealth Advisors, Llc 10.011 -3,86 444 -2,42
2026-02-02 13F Sachetta, LLC 137 -96,43 6 -96,41
2026-02-06 13F Commonwealth Financial Services, LLC 9.956 -3,10 442 -1,78
2026-02-04 13F Ballast Rock Private Wealth LLC 7.791 348
2026-01-20 13F Nvwm, Llc 6.082 -73,56 270 -73,29
2026-01-26 13F Valmark Advisers, Inc. 22.217 21,07 986 22,67
2026-02-17 13F Modern Wealth Management, LLC 276.992 -32,94 12.290 -32,04
2025-10-28 13F Wolff Wiese Magana Llc 0 -100,00 0
2026-02-13 13F Golden State Wealth Management, LLC 1.620 -43,12 72 -42,74
2026-02-02 13F Oppenheimer & Co Inc 104.037 -4,05 4.616 -2,76
2026-02-03 13F International Assets Investment Management, Llc 16.146 -24,84 716 -18,17
2026-02-11 13F J.w. Cole Advisors, Inc. 87.941 -9,31 3.873 -8,76
2026-02-17 13F Hilltop Holdings Inc. 4.984 -7,41 221 -5,96
2026-01-26 13F PFG Investments, LLC 5.041 -9,48 224 -8,23
2026-02-13 13F Integrated Wealth Concepts LLC 38.020 3,59 1.687 4,98
2026-01-05 13F City Center Advisors, LLC 15.096 3,32 670 4,69
2026-02-17 13F Equitable Holdings, Inc. 105.289 -16,41 4.672 -15,29
2026-02-10 13F Weaver Consulting Group 5.486 243
2026-02-17 13F Perennial Investment Advisors, LLC 0 -100,00 0
2026-01-14 13F Tradewinds Capital Management, LLC 2.603 115
2026-03-09 13F Rubicon Advisors, GP 6.442 286
2026-02-09 13F Integrity Alliance, Llc. 68.496 2,27 3.039 3,65
2026-01-07 13F Winebrenner Capital Management Llc 17.377 -1,47 771 -0,13
2026-01-14 13F Clarus Wealth Advisors 106.079 0,07 4.841 3,29
2026-02-10 13F Twin Peaks Wealth Advisors, LLC 17.826 -13,74 833 -7,85
2026-02-10 13F Foundations Investment Advisors, LLC 8.006 2,90 355 4,41
2026-01-16 13F Ronald Blue Trust, Inc. 32 1
2026-01-21 13F Sound Income Strategies, LLC 2.607 56,20 118 66,20
2026-01-26 13F Patriot Financial Group Insurance Agency, LLC 5.350 -10,83 237 -9,54
2026-02-04 13F Pensionmark Financial Group, Llc 8.424 -33,04 372 -32,36
2026-01-12 13F Certified Advisory Corp 82.846 -12,54 3.676 -11,38
2026-01-23 13F Smith, Moore & Co. 5.748 0,00 255 1,59
2025-11-13 13F Betterment LLC 0 -100,00 0
2026-02-10 13F/A Northwestern Mutual Wealth Management Co 1.596.474 -7,34 70.836 -6,09
2026-01-22 13F Glass Jacobson Investment Advisors llc 13.213 -0,61 586 0,69
2026-02-05 13F Bright Futures Wealth Management, LLC. 6.261 -92,27 278 -92,19
2026-02-03 13F We Are One Seven, LLC 10.251 -7,60 455 -6,39
2025-10-23 13F Visionary Horizons, LLC 0 -100,00 0
2026-01-23 13F Inlight Wealth Management, LLC 78.005 -11,97 3.461 -10,78
2026-02-17 13F Advisory Services Network, LLC 25.428 -35,86 1.128 -34,99
2025-11-07 13F Beacon Capital Management, LLC 0 -100,00 0
2026-01-29 13F UBS Group AG 1.215.187 -8,30 53.918 -7,06
2026-02-02 13F KPP Advisory Services LLC 37.109 -19,91 1.647 -18,84
2026-02-18 13F Beacon Pointe Advisors, LLC 18.807 -1,92 834 -0,60
2026-01-27 13F Duncker Streett & Co Inc 6 0,00 0
2025-11-13 13F BW Gestao de Investimentos Ltda. 0 -100,00 0
2025-11-12 13F Headlands Technologies LLC 0 -100,00 0
2026-01-21 13F Capital Investment Advisory Services, LLC 5.047 -8,20 224 -7,08
2026-02-11 13F Capital Analysts, Inc. 19.815 1,06 1
2025-11-12 13F Simplex Trading, Llc 0 -100,00 0
2026-02-17 13F Royal Bank Of Canada 961.227 -13,84 42.649 -12,68
2025-09-29 NP HERD - Pacer Cash Cows Fund of Funds ETF 416.417 -6,96 16.740 4,91
2026-01-09 13F Silverlake Wealth Management Llc 5.617 -21,09 249 -19,94
2026-01-12 13F Wealth Group Ltd 30.851 -67,15 1.369 -66,72
2026-03-09 13F/A CI Private Wealth, LLC 51.777 -36,36 2.297 -35,50
2026-01-09 13F First Heartland Consultants, Inc. 16.517 -10,18 733 -9,07
2026-01-09 13F Teamwork Financial Advisors, LLC 0 -100,00 0
2026-01-26 13F Next Level Wealth Planning, LLC 6.703 13,57 297 15,12
2026-01-14 13F Cushing Capital Partners, LLC 23.879 -7,75 1.059 -6,53
2026-02-13 13F Cozad Asset Management Inc 66.470 -7,38 2.949 -6,14
2026-02-05 13F 626 Financial, LLC 0 -100,00 0
2026-02-05 13F Stephens Inc /ar/ 8.623 -8,64 383 -7,51
2026-02-12 13F Oder Investment Management, LLC 9.484 -9,26 421 -8,10
2025-10-31 13F Whittier Trust Co Of Nevada Inc 0 -100,00 0
2025-11-14 13F Skopos Labs, Inc. 0 -100,00 0
2025-10-01 13F Caldwell Trust Co 0 -100,00 0 -100,00
2025-10-27 13F Eastern Bank 0 -100,00 0
2026-02-11 13F Mitchell Mcleod Pugh & Williams Inc 39.176 1.831
2026-02-04 13F Independent Advisor Alliance 21.735 964
2026-02-13 13F Intrepid Financial Planning Group LLC 4.849 -1,02 215 0,47
2026-01-21 13F Indiana Trust & Investment Management CO 0 -100,00 0
2026-02-10 13F Ritter Daniher Financial Advisory LLC / DE 0 -100,00 0
2025-10-20 13F Quest 10 Wealth Builders, Inc. 0 -100,00 0
2026-01-27 13F PFG Advisors 38.816 -66,08 1.722 -65,62
2026-02-19 13F Atomi Financial Group, Inc. 6.658 -10,92 295 -9,79
2026-02-13 13F Morgan Stanley 4.794.585 -8,56 212.736 -7,32
2026-01-28 13F Bedel Financial Consulting, Inc. 38.290 -0,33 1.699 1,01
2026-01-20 13F Sheets Smith Wealth Management 20.862 -12,55 926 -11,40
2026-02-13 13F Carter Financial Group, INC. 106.498 4,48 4.761 6,68
2026-02-13 13F Kestra Advisory Services, LLC 0 -100,00 0
2026-01-09 13F Park Place Capital Corp 263 0,00 12 0,00
2026-02-09 13F Huntington National Bank 22 -4,35
2026-01-29 13F Coquina Private Wealth LLC 10.396 461
2026-01-14 13F Nova Wealth Management, Inc. 1.111 -0,89 49 0,00
2026-02-10 13F Verus Capital Partners, Llc 64.312 26,66 2.854 28,40
2026-02-06 13F Rps Advisory Solutions Llc 0 -100,00 0
2026-02-06 13F Keystone Financial Group 5.143 1,42 228 2,70
2026-02-05 13F BlueChip Wealth Advisors LLC 22.319 47,21 990 49,32
2026-02-10 13F Calton & Associates, Inc. 8.754 -20,46 388 -19,33
2026-02-09 13F Connecticut Capital Management Group, LLC 4.949 220
2026-02-17 13F Qube Research & Technologies Ltd 207 -6,76 9 0,00
2025-11-14 13F Strategic Wealth Partners, Ltd. 316 0,32 14 8,33
2026-02-11 13F Parallel Advisors, LLC 75 0,00 3 0,00
2026-02-12 13F Winning Points Advisors, LLC 8.509 0
2026-02-27 13F Instrumental Wealth, Llc 0 -100,00 0
2026-02-13 13F Aptus Capital Advisors, LLC 61 0,00 3 0,00
2026-02-12 13F BRYN MAWR TRUST Co 0 -100,00 0 -100,00
2026-02-17 13F Cetera Investment Advisers 1.923.080 -9,84 85.327 -8,62
2026-02-25 13F Tempo Wealth, LLC 16.334 725
2026-02-13 13F Platform Technology Partners 6.400 0,00 284 1,07
2026-01-22 13F Pinnacle Bancorp, Inc. 372 0,00 16 0,00
2026-02-12 13F Pinnacle Holdings, LLC 898 0,00 40 0,00
2026-02-13 13F OpenArc Corporate Advisory, LLC 5.348 237
2026-01-06 13F JBR Co Financial Management Inc 35.987 -9,13 1.597 -7,91
2026-02-12 13F Leigh Baldwin & Co., Llc 5.690 -1,73 252 -0,40
2026-02-05 13F Moneywise, Inc. 31.082 -50,97 1.379 -50,31
2026-02-02 13F Montag A & Associates Inc 50 2
2026-02-11 13F Janney Montgomery Scott LLC 449.646 -2,75 20 -5,00
2026-02-02 13F Millstone Evans Group, LLC 14.625 -6,28 649 -5,12
2026-01-26 13F BCS Wealth Management 97.680 109,97 4.334 112,87
2026-02-12 13F Penobscot Wealth Management 27.513 1,25 1.221 2,61
2026-02-13 13F 1 North Wealth Services Llc 104 5
2026-02-27 13F Compass Financial Services Inc 724 0,00 32 3,23
2026-02-17 13F Citadel Advisors Llc 59.739 -38,93 2.651 -38,11
2026-02-17 13F Garden State Investment Advisory Services LLC 19.842 -38,41 880 -37,59
2026-02-12 13F Commonwealth Equity Services, Llc 751.751 -11,69 33.355 90.048,65
2026-02-13 13F Stifel Financial Corp 386.982 -2,03 17.171 -0,71
2026-02-17 13F Signature Equity Partners, LLC 31.329 1.390
2026-02-13 13F SRS Capital Advisors, Inc. 9.171 407
2026-02-04 13F/A Nwam Llc 0 -100,00 0
2026-02-17 13F D. E. Shaw & Co., Inc. 15.876 704
2026-02-06 13F Global Retirement Partners, LLC 35.565 -7,76 1.578 -6,52
2025-11-04 13F Tsfg, Llc 0 -100,00 0
2026-01-29 13F Nbc Securities, Inc. 1.876 0,00 83 1,22
2026-02-17 13F Pinnacle Financial Partners, Inc. 14.539 645
2026-01-12 13F CVA Family Office, LLC 0 -100,00 0
2026-02-04 13F Ofc Financial Planning, Llc 6.314 -23,96 280 -22,87
2026-02-13 13F Level Four Advisory Services, Llc 35.396 88,28 1.571 90,77
2026-01-26 13F Cwm, Llc 6.436 21,48 0
2026-01-27 13F Fortitude Financial, LLC 0 -100,00 0
2026-02-09 13F Firestone Capital Management 36.259 -24,59 1.609 -23,57
2026-02-17 13F Strive Financial Group ,LLC 52 2
2026-01-20 13F Fearless Solutions, LLC dba Best Invest 232.552 -2,01 10.318 -0,69
2026-01-14 13F Spire Wealth Management 95 0,00 4 0,00
2026-02-05 13F Intrua Financial, LLC 7.386 -0,87 328 0,31
2026-02-12 13F Wealthspire Advisors, LLC 0 -100,00 0
2026-02-17 13F WFA of San Diego, LLC 0 -100,00 0
2026-02-03 13F Legacy Wealth Managment, LLC/ID 2.771 -0,07 123 0,83
2026-01-22 13F Premier Path Wealth Partners, LLC 56.507 -6,80 2.507 -5,54
2026-02-03 13F Mma Asset Management Llc 0 -100,00 0
2026-02-09 13F Kingsview Wealth Management, LLC 36.584 11,44 1.623 12,94
2026-02-17 13F Gotham Asset Management, LLC 46.089 24,15 2.045 25,78
2026-02-13 13F Saxon Interests, Inc. 5.292 -3,04 235 -0,85
2026-02-06 13F Kilter Group LLC 0 -100,00 0
2026-02-09 13F Blue Bell Private Wealth Management, Llc 187 0,00 8 0,00
2026-01-20 13F Signaturefd, Llc 12 0,00 1
2026-01-08 13F Financial Management Network Inc 12.821 -51,77 574 -50,94
2026-01-15 13F SILVER OAK SECURITIES, Inc 4.988 -55,18 223 -54,21
2026-02-14 13F Rockefeller Capital Management L.P. 610.133 47,89 27.085 49,96
2026-02-17 13F Ameriflex Group, Inc. 5.620 -3,12 249 -1,58
2025-11-21 13F/A Tcfg Wealth Management, Llc 0 -100,00 0 -100,00
2026-01-22 13F HHM Wealth Advisors, LLC 758.980 -4,02 33.676 -2,72
2026-02-13 13F Barclays Plc 0 -100,00 0
2026-01-12 13F Fiduciary Financial Group, Llc 34.214 262,13 1.518 267,55
2026-02-17 13F Tower Research Capital LLC (TRC) 38.157 -1,27 1.693 0,06
2026-02-13 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 8.223 1,23 365 2,54
2026-01-30 13F Sigma Planning Corp 43.416 -5,39 1.926 -4,13
2026-01-23 13F Nbt Bank N A /ny 5.111 0,00 227 1,35
2026-02-05 13F Allworth Financial LP 16.782 -7,34 745 -6,06
2026-02-13 13F Bluedoor Private Wealth, Llc 5.143 228
2026-02-04 13F Sloy Dahl & Holst, LLC 10.430 -4,14 463 -2,94
2026-01-22 13F Whitaker-Myers Wealth Managers, LTD. 9.248 -19,14 410 -18,00
2026-02-12 13F Moneta Group Investment Advisors Llc 58.421 -15,78 2.592 -14,62
2026-02-17 13F Tudor Investment Corp Et Al 13.496 130,54 599 133,59
2026-02-11 13F Nemes Rush Group LLC 144 0,00 6 0,00
2026-02-02 13F Benjamin Edwards Inc 43.443 -31,01 1.928 -30,08
2026-01-23 13F E&G Advisors, LP 16.393 -5,26 727 -3,96
2026-01-07 13F Procyon Private Wealth Partners, LLC 236.026 -7,05 10.472 -5,79
2026-02-11 13F Gaddis Premier Wealth Advisors LLC 8.068 358
2026-02-13 13F Y-Intercept (Hong Kong) Ltd 11.235 -15,25 498 -14,14
2026-02-17 13F Trustmark National Bank Trust Department 47.533 -5,79 2.109 -4,48
2026-02-11 13F Hilton Head Capital Partners, LLC 1.096 49
2026-02-17 13F National Asset Management, Inc. 7.758 -3,75 344 -2,27
2026-01-27 13F Round Rock Advisors, LLC 5.740 -3,25 255 -1,93
2026-01-29 13F Bravias Capital Group, LLC 7.206 0,00 320 1,27
2026-02-12 13F Tripletail Wealth Management, LLC 12.086 0,06 536 0,75
2026-02-05 13F Bessemer Group Inc 0 -100,00 0
2026-02-17 13F Wiley Bros.-aintree Capital, Llc 128.714 -16,91 5.711 -15,79
2026-02-09 13F Ceera Investments, Llc 5.690 0,00 252 1,20
2026-02-03 13F Channel Wealth Llc 9.911 -0,66 440 0,69
2026-01-21 13F Long Island Wealth Management, Inc. 181.519 0,97 8.054 2,34
2026-02-17 13F Susquehanna International Group, Llp 13.357 -73,90 593 -73,57
2026-01-05 13F Park Avenue Securities Llc 8.976 27,99 0
2026-01-26 13F Heritage Wealth Management, Inc. 7.647 -7,51 339 -6,09
2026-02-06 13F Forefront Wealth Partners, LLC 29.266 24,10 1.299 25,78
2026-02-17 13F Fairscale Capital, LLC 0 -100,00 0
2026-01-26 13F Provenance Wealth Advisors, LLC 1.312 0,00 58 1,75
2026-02-06 13F Northbridge Financial Group, Llc 39.591 1.757
2026-01-23 13F Diversify Advisory Services, LLC 4.519 -4,18 205 0,00
2026-01-21 13F Capital Advisors, Ltd. LLC 11.307 0,00 1
2026-01-30 13F Valued Wealth Advisors LLC 92 0,00 4 0,00
2026-02-06 13F Creative Financial Designs Inc /adv 15.278 0,71 678 1,96
2026-01-29 13F BKM Wealth Management, LLC 5.440 -2,72 241 -1,23
2026-02-13 13F Arete Wealth Advisors, LLC 0 -100,00 0
2026-02-09 13F Unified Investment Management 12.721 0,87 564 2,17
2026-02-10 13F IFG Advisory, LLC 6.713 298
2026-01-29 13F Dunhill Financial, LLC 300 0,00 13 0,00
2026-02-12 13F Principal Securities, Inc. 21.732 45,45 964 47,40
2026-02-17 13F Warren Averett Asset Management, LLC 6.224 276
2026-02-17 13F Advisor Group Holdings, Inc. 755.071 -36,06 33.518 -34,80
2025-10-07 13F EWG Elevate Inc. 0 -100,00 0 -100,00
2025-12-16 13F Garde Capital, Inc. 0 -100,00 0
2026-01-26 13F Main Street Group, LTD 0 -100,00 0
2025-11-14 13F WNY Asset Management, LLC 41.186 4,74 1.803 15,21
2026-02-11 13F Tradition Wealth Management, LLC 8.141 -38,72 361 -37,87
2025-10-06 13F NWF Advisory Services Inc. 0 -100,00 0 -100,00
2026-01-21 13F Runnymede Capital Advisors, Inc. 0 -100,00 0
2026-01-27 13F Tme Financial, Inc. 0 -100,00 0
2026-01-20 13F Thurston, Springer, Miller, Herd & Titak, Inc. 123 5
2026-02-02 13F B.O.S.S. Retirement Advisors, LLC 0 -100,00 0
2026-02-10 13F Marshall & Sterling Wealth Advisors Inc. 6 -14,29 0
2026-02-17 13F Avondale Wealth Management 6.779 -23,63 301 -22,68
2026-02-17 13F Ameriprise Financial Inc 426.644 -23,70 18.902 -22,73
2026-02-11 13F Paragon Private Wealth Management, LLC 15.186 -19,06 674 -18,03
2026-02-13 13F Centaurus Financial, Inc. 77.063 3,10 3 0,00
2026-02-09 13F PSI Advisors, LLC 170.541 -2,19 7.625 -0,12
2026-02-05 13F Edge Financial Advisors LLC 18.264 76,11 796 56,80
2026-02-03 13F Crestwood Advisors Group LLC 4.794 0,00 213 1,44
2026-02-13 13F Visionary Wealth Advisors 41.506 -3,68 1.842 -2,39
2026-02-12 13F Triumph Capital Management 179 -95,07 8 -95,60
2026-01-29 13F Comprehensive Financial Consultants Institutional, Inc. 6.269 -5,52 278 -4,14
2026-02-13 13F Baird Financial Group, Inc. 405.852 -17,99 18.008 -16,88
2026-02-02 13F Ellis Investment Partners, LLC 61.556 -0,82 2.731 0,52
2025-11-07 13F Synovus Financial Corp 14.589 -5,26 639 4,24
2026-01-08 13F Cooper Financial Group 0 -100,00 0
2026-01-22 13F Apollon Wealth Management, LLC 0 -100,00 0
2025-10-29 13F High Net Worth Advisory Group LLC 0 -100,00 0
2026-01-08 13F Wealth Enhancement Advisory Services, Llc 362.301 -10,51 16.528 -6,23
2026-01-22 13F Nautilus Advisors LLC 10.586 -20,78 470 -19,69
2026-01-12 13F National Wealth Management Group, LLC 9.275 -83,42 412 -83,22
2026-02-12 13F Summit Financial, LLC 88.713 -5,11 3.966 -3,13
2026-02-04 13F Money Concepts Capital Corp 5.005 222
2026-02-13 13F Bey-Douglas LLC 0 -100,00 0
2026-02-02 13F Fifth Third Bancorp 2.432 156,81 108 160,98
2026-01-15 13F One + One Wealth Management, Llc 0 -100,00 0
2026-02-18 13F GWM Advisors LLC 197.748 17,83 8.774 19,42
2026-02-13 13F National Bank Of Canada /fi/ 78.736 5,30 3.494 6,72
2026-02-03 13F NewEdge Wealth, LLC 12.300 5,25 546 8,13
2026-01-22 13F Bartlett & Co. Wealth Management Llc 14 0,00 1
2026-01-30 13F Us Bancorp \de\ 1.129 41,12 50 42,86
2026-02-09 13F Avalon Trust Co 1.450 0,00 64 1,59
2026-02-17 13F Snowden Capital Advisors LLC 12.813 -0,09 573 1,96
2025-10-21 13F Optimum Investment Advisors 1.700 0,00 74 10,45
2026-01-29 13F Sanctuary Advisors, LLC 115.306 -7,07 5.116 -5,80
2026-02-17 13F Mercer Global Advisors Inc /adv 14.030 108,69 623 111,56
2026-02-02 13F Avidian Wealth Solutions, LLC 4.656 0,00 207 1,48
2025-11-13 13F Change Path, LLC 0 -100,00 0
2026-01-21 13F Kraematon Investment Advisors, Inc 0 -100,00 0
2026-02-02 13F CX Institutional 111 0
2026-02-17 13F Ancora Advisors, LLC 120 0,00 5 0,00
2026-02-12 13F Laurel Oak Wealth Management, Llc 36.226 1.607
2026-01-27 13F Belpointe Asset Management LLC 14.657 73,44 650 76,15
2026-01-28 13F Geneos Wealth Management Inc. 52.060 -1,68 2.310 -0,39
2026-01-23 13F Optima Capital Llc 65 3
2026-02-06 13F Signature Estate & Investment Advisors Llc 22.581 -12,35 1.002 -11,18
2026-02-17 13F TCG Advisory Services, LLC 0 -100,00 0
2026-01-08 13F True Wealth Design, LLC 0 -100,00 0
2026-01-26 13F Harbor Asset Planning, Inc. 888 -65,50 39 -65,18
2026-02-17 13F LaSalle St. Investment Advisors, LLC 8.217 -42,00 0
2025-10-22 13F Oregon Pacific Wealth Management, LLC 0 -100,00 0
2026-01-12 13F Focus Financial Network, Inc. 0 -100,00 0
2026-01-22 13F Bfsg, Llc 0 -100,00 0
2026-02-11 13F O'shaughnessy Asset Management, Llc 3.965 12,04 176 13,64
2026-02-13 13F Mml Investors Services, Llc 541.033 -4,58 24.006 -3,30
2026-02-05 13F Atlas Wealth LLC 71.272 -0,26 3.162 1,09
2026-01-26 13F AE Wealth Management LLC 2.335 22,19 104 24,10
2026-01-30 13F Bogart Wealth, LLC 302 0,00 13 0,00
2026-01-23 13F Farther Finance Advisors, LLC 6.345 61,41 282 63,37
2025-11-06 13F Wedbush Securities Inc 0 -100,00 0
2026-02-11 13F Gwn Securities Inc. 4.776 0,04 212 0,96
2026-01-12 13F DAVENPORT & Co LLC 47.362 -4,67 2.101 -3,40
2026-01-30 13F Smart Portfolios, LLC 36.882 -26,50 1.636 -25,53
2025-10-21 13F Bay Capital Advisors, LLC 0 -100,00 0
2026-01-15 13F Brookstone Capital Management 4.820 -7,16 214 -6,17
2026-01-27 13F BigSur Wealth Management LLC 14.443 -3,26 646 -1,23
2026-02-04 13F Pacer Advisors, Inc. 374.785 -7,80 16.629 -6,56
2026-02-26 13F TD Capital Management LLC 101 0,00 4 0,00
2025-11-12 13F NewSquare Capital LLC 0 -100,00 0
2026-02-17 13F Fmr Llc 2.811 25,60 125 27,84
2026-02-17 13F XTX Topco Ltd 11.930 -65,24 529 -64,78
2026-01-23 13F Cathy Pareto & Associates, Inc 0 -100,00 0
2026-02-06 13F Copia Wealth Management 51.971 -9,06 2.306 -7,87
2026-02-17 13F Private Advisor Group, LLC 107.635 -29,40 4.776 -28,45
2026-02-03 13F Orion Capital Management LLC 0 -100,00 0
2026-02-12 13F IFC & Insurance Marketing, Inc. 86 0
2026-02-17 13F Jones Financial Companies Lllp 777.998 -0,77 34.520 -0,23
2026-02-11 13F Jpmorgan Chase & Co 3.506 -68,35 156 -67,98
2026-02-17 13F Mpwm Advisory Solutions, Llc 0 -100,00 0
2026-02-13 13F Gts Securities Llc 0 -100,00 0
2026-01-26 13F CMC Financial Group 20.508 -0,07 910 1,22
2026-01-20 13F Trust Co Of Toledo Na /oh/ 585 0,00 26 0,00
2026-02-02 13F CENTRAL TRUST Co 713 0,00 32 0,00
2025-10-27 13F Bangor Savings Bank 0 -100,00 0
2026-01-29 13F Golden State Equity Partners 8.635 383
2025-10-23 13F Strategic Blueprint, LLC 0 -100,00 0
2026-01-29 13F West Bancorporation Inc 0 -100,00 0
2026-02-06 13F EverSource Wealth Advisors, LLC 82.305 -5,56 3.652 -4,30
2026-02-11 13F Wellspring Financial Advisors, LLC 4.947 219
2026-01-29 13F Ashton Thomas Private Wealth, LLC 17.882 -3,13 799 -1,11
2025-11-05 13F Titleist Asset Management, Llc 0 -100,00 0 -100,00
2025-11-18 13F Apexium Financial, Lp 11.185 -13,13 490 -4,49
2026-02-10 13F CIBC World Markets Inc. 11.106 5,22 493 6,49
2026-01-20 13F Savvy Advisors, Inc. 12.119 -7,65 538 -6,45
2025-10-29 13F QTR Family Wealth, LLC 0 -100,00 0
2026-02-17 13F Northern Trust Corp 7.410 -58,52 329 -58,06
2026-01-15 13F Lodestone Wealth Management LLC 24.960 -2,79 1.107 -1,51
2026-01-20 13F First American Bank 6.000 0,00 266 1,53
2026-02-10 13F BlackDiamond Wealth Management Inc. 5.773 16,98 270 24,54
2026-02-10 13F Hazlett, Burt & Watson, Inc. 12.835 3,32 1
2026-02-03 13F Plan Group Financial, LLC 30.305 -28,21 1.345 -27,27
2026-02-12 13F Colonial Trust Co / SC 1.000 0,00 45 2,33
2026-02-11 13F Franklin Resources Inc 249 0,00 11 10,00
2025-11-17 13F Conservest Capital Advisors, Inc. 0 -100,00 0 -100,00
2026-01-30 13F Caldwell Securities, Inc 1.733 12,02 77 13,43
2026-01-23 13F Oxler Private Wealth LLC 5.006 0,00 222 1,37
2026-02-02 13F Total Clarity Wealth Management, Inc. 9.991 -3,85 443 -2,42
2026-02-11 13F J.Safra Asset Management Corp 0 -100,00 0
2026-01-20 13F Stratos Wealth Advisors, LLC 59.974 7,62 2.661 9,10
2026-02-23 13F Monetary Solutions, Ltd 3.179 141
2026-01-07 13F Lake Street Financial Llc 20.441 2,59 907 3,90
2026-01-27 13F Keystone Financial Services, LLC 82.220 2,00 3.648 3,37
2026-02-13 13F Wells Fargo & Company/mn 2.252.621 -3,38 99.949 -2,08
2026-02-05 13F IMG Wealth Management, Inc. 424 19
2026-01-13 13F CoreCap Advisors, LLC 292 13
2026-01-27 13F 5T Wealth, LLC 0 -100,00 0
2026-01-12 13F Evolution Wealth Advisors, LLC 24.817 -4,10 1.101 -2,82
2026-01-26 13F Asset Dedication, LLC 2.055 0,00 91 2,25
2026-02-05 13F Cambridge Investment Research Advisors, Inc. 729.314 -13,00 32 -11,11
2026-02-13 13F Clay Northam Wealth Management, LLC 74.245 -8,73 3.294 -7,50
2026-02-04 13F Jacksonville Wealth Management, LLC 5.483 -43,22 243 -42,42
2026-01-28 13F EPG Wealth Management LLC 604 0,00 27 0,00
2025-11-13 13F Bnp Paribas Arbitrage, Sa 0 -100,00 0 -100,00
2026-02-13 13F Goldstone Financial Group, LLC 21.387 -3,57 949 -2,27
2026-02-17 13F Captrust Financial Advisors 61.384 -9,44 2.724 -8,22
2026-02-10 13F Thoroughbred Financial Services, Llc 10.715 -2,08 0
2026-02-05 13F Plante Moran Financial Advisors, LLC 0 -100,00 0
2026-02-09 13F Leavell Investment Management, Inc. 4.770 -47,82 213 -46,75
2026-02-11 13F Mascagni Wealth Management, Inc. 5.820 -7,82 258 -6,52
2026-01-22 13F Trilogy Capital Inc. 9.804 -29,21 435 -28,22
2026-01-27 13F Evergreen Capital Management Llc 7.245 0,00 324 1,89
2026-01-23 13F First PREMIER Bank 49.500 -16,66 2 0,00
2026-02-10 13F Carnegie Lake Advisors LLC 8.872 0,00 394 1,29
2026-01-26 13F Opal Wealth Advisors, LLC 7.671 -10,42 340 -9,09
2026-01-22 13F Castle Wealth Management Llc 5.009 -6,00 224 -4,29
2026-01-15 13F Econ Financial Services Corp 90.086 12,87 3.997 14,40
2026-01-23 13F Assetmark, Inc 1.401 6,14 62 8,77
2026-01-22 13F Wetzel Investment Advisors, Inc. 6.893 -10,80 308 -8,88
2026-01-21 13F Flagship Harbor Advisors, Llc 9.094 54,48 404 56,81
2026-02-17 13F Stark Wealth Management LLC 5.404 238
2026-01-28 13F Salomon & Ludwin, LLC 118 0,00 5 0,00
2026-02-11 13F Insight Advisors, LLC/ PA 5.933 -34,87 263 -33,92
2026-02-17 13F Prelude Capital Management, Llc 14.000 -26,73 621 -25,72
2026-02-10 13F SCS Capital Management LLC 4.676 -48,16 209 -46,95
2026-02-02 13F Truist Financial Corp 21.475 8,94 955 10,79
2026-03-02 13F Sankala Group LLC 9.369 432
2025-11-06 13F Financial Advocates Investment Management 17.700 -61,15 775 -57,31
2026-02-17 13F Blair William & Co/il 22.409 -2,13 994 -0,80
2026-02-04 13F Ameritas Advisory Services, LLC 5.125 -50,52 227 -49,89
2026-02-12 13F Jane Street Group, Llc 4.724 -73,26 210 -72,96
2026-02-17 13F Family Management Corp 139.879 -37,30 6.206 -36,45
2026-01-14 13F Wealthcare Advisory Partners LLC 73.619 9,72 3.266 11,20
2026-02-17 13F Quadrature Capital Ltd 0 -100,00 0
2026-02-10 13F Rothschild Investment Llc 485 0,00 22 0,00
2026-01-26 13F Mountain Hill Investment Partners Corp. 0 -100,00 0
2026-02-18 13F Caitlin John, LLC 53 0,00 2 0,00
2026-02-05 13F Spectrum Strategic Capital Management, LLC 10.303 457
2026-02-09 13F Harbour Investments, Inc. 29.406 -15,16 1.305 -14,04
2026-02-09 13F Global Assets Advisory, LLC 14.469 5,02 642 6,30
2026-02-12 13F Steward Partners Investment Advisory, Llc 291.341 0,02 12.927 1,36
2026-01-29 13F Concurrent Investment Advisors, LLC 66.210 -3,50 2.938 -2,20
2026-02-09 13F Bleakley Financial Group, LLC 41.653 -78,37 1.848 -78,08
2026-01-16 13F Worth Financial Advisory Group, LLC 4.863 -36,98 216 -36,20
2026-02-17 13F Citadel Advisors Llc Call 0 -100,00 0
2026-02-12 13F BlackRock, Inc. 3 -99,41 0 -100,00
2026-01-07 13F TrueWealth Advisors, LLC 10.213 -24,00 453 -22,96
2026-02-17 13F SageView Advisory Group, LLC 51 2
2026-02-13 13F Colony Group, LLC 7.793 8,78 348 10,86
2026-02-12 13F Great Valley Advisor Group, Inc. 7.714 -5,11 343 -3,93
2026-01-22 13F ETF Store, Inc. 46.218 4,01 2.051 5,40
2026-02-03 13F Financial Partners Group, Inc 8.047 -47,85 365 -45,93
2026-01-20 13F Moseley Investment Management Inc 10.589 -3,82 470 -2,49
2026-02-05 13F Dana Investment Advisors, Inc. 0 -100,00 0
2026-02-04 13F LRI Investments, LLC 40 2
2026-01-23 13F Diligent Investors, LLC 5.816 0,00 258 1,57
2025-10-23 13F HB Wealth Management, LLC 0 -100,00 0
2025-11-07 13F Sierra Ocean, Llc 0 -100,00 0
2026-02-06 13F HighTower Advisors, LLC 254.256 -2,92 11.281 -1,61
2026-01-28 13F Barrett & Company, Inc. 51.519 -5,62 2.286 -4,35
2026-02-17 13F United Capital Financial Advisers, Llc 10.361 460
2026-03-04 13F/A Savant Capital, LLC 0 -100,00 0
2026-02-10 13F Goldman Sachs Group Inc 69.417 25,98 3.080 27,69
2026-02-11 13F LPL Financial LLC 3.566.757 -8,87 158.257 -7,64
2026-01-20 13F Sylvest Advisors, LLC 0 -100,00 0
2026-02-09 13F Perissos Private Wealth Management, LLC 5.154 -34,95 229 -34,10
2026-02-17 13F Gladstone Institutional Advisory LLC 7.762 -3,51 344 -2,27
2026-01-23 13F U.S. Capital Wealth Advisors, LLC 48.774 -16,98 2.164 -15,86
2025-11-04 13F Guerra Advisors Inc 21 1
2026-02-03 13F Centerpoint Advisory Group 0 -100,00 0
2026-02-17 13F Creative Planning 8.990 39,66 399 41,64
2026-02-05 13F Western Wealth Management, LLC 34.673 36,58 1.538 38,43
2026-02-04 13F Drive Wealth Management, Llc 44.971 -8,15 2.010 -6,21
2026-02-26 13F Anchor Investment Management, LLC 2.180 0,00 97 1,05
2026-01-30 13F American Financial & Tax Strategies Inc 45.928 1,89 2.038 3,24
2026-01-29 13F Comerica Bank 19.120 -44,68 848 -43,95
2026-02-13 13F Citigroup Inc 3.375 24,17 150 26,27
2026-01-26 13F Private Trust Co Na 7.247 -15,49 322 -14,40
2026-02-11 13F Comprehensive Financial Planning, Inc./PA 325 0,00 14 0,00
2026-02-06 13F Pnc Financial Services Group, Inc. 400 -62,76 18 -63,83
2026-02-17 13F Claro Advisors LLC 42.135 -2,08 1.870 -0,74
2026-02-10 13F Root Financial Partners, LLC 55 2
2026-01-23 13F Transcend Wealth Collective, Llc 22.312 -4,92 990 -3,70
2026-01-20 13F AdvisorNet Financial, Inc 0 -100,00 0
2026-02-12 13F CIBC Private Wealth Group, LLC 65 -92,05 3 -94,29
2026-01-26 13F Key Capital Management, INC 519 23
2025-10-29 13F Americana Partners, LLC 0 -100,00 0
2026-02-20 13F Sunbelt Securities, Inc. 0 -100,00 0
2026-01-29 13F S.A. Mason LLC 5.122 -13,29 227 -12,02
2026-02-11 13F Fortune Financial Group, Inc. 18.846 1
2026-01-20 13F Stratos Wealth Partners, LTD. 57.549 -19,07 2.553 -17,99
2026-01-30 13F Carrera Capital Advisors 7.869 352
2026-02-04 13F MONECO Advisors, LLC 9.083 -9,13 403 -8,01
2026-01-23 13F HBW Advisory Services LLC 5.575 -39,38 247 -38,56
2026-01-23 13F DHJJ Financial Advisors, Ltd. 2.011 -15,00 89 -13,59
2026-02-17 13F IHT Wealth Management, LLC 54.804 -12,98 2.432 -11,82
2026-02-12 13F Brinker Capital Investments, LLC 13.420 19,09 595 20,69
2026-02-17 13F Capasso Planning Partners LLC 0 -100,00 0
2026-01-26 13F Merit Financial Group, LLC 6.601 4,23 293 5,42
2025-10-22 13F Cerity Partners LLC 0 -100,00 0
2026-01-29 13F D.a. Davidson & Co. 491.663 -7,64 21.815 -6,39
2026-01-23 13F Rsm Us Wealth Management Llc 0 -100,00 0
2026-02-13 13F Sofos Investments, Inc. 510 0,00 23 0,00
2026-02-17 13F Russell Investments Group, Ltd. 6.942 4,19 308 5,84
2026-02-05 13F AlphaCore Capital LLC 600 0,00 27 0,00
2026-02-12 13F Bank of Jackson Hole Trust 0 -100,00 0
2026-02-05 13F Avantax Planning Partners, Inc. 7.824 0,27 347 1,76
2026-01-16 13F IVC Wealth Advisors LLC 6.498 -34,03 288 -33,18
2026-01-26 13F Nations Financial Group Inc, /ia/ /adv 118.152 4,17 5.242 5,58
2026-02-13 13F Smartleaf Asset Management LLC 106 5
2026-02-13 13F Flow Traders U.s. Llc 30.817 155,70 1
2026-02-13 13F Parkside Financial Bank & Trust 1.634 0,00 73 1,41
2026-02-11 13F Flagship Wealth Advisors, Llc 1.425 0,00 63 1,61
2026-02-17 13F Bank Of America Corp /de/ 11.863.750 -10,94 526.395 -9,74
2026-02-17 13F Two Sigma Securities, Llc 0 -100,00 0
2026-02-13 13F Financial Network Wealth Advisors LLC 845 -7,85 37 -7,50
2026-02-10 13F Envestnet Asset Management Inc 1.101.484 -17,38 48.873 -16,27
2026-02-17 13F Two Sigma Investments, Lp 588.100 5.013,91 26.094 5.087,48
2026-01-29 13F Inscription Capital, LLC 25.975 1,17 1.153 2,49
2026-02-03 13F Winch Advisory Services, LLC 48 0,00 2 0,00
2026-02-06 13F IFP Advisors, Inc 24.218 -30,12 1.075 -29,20
2026-02-14 13F Whipplewood Advisors, LLC 2.256 -32,58 100 -31,51
2025-10-21 13F Summit Wealth Partners, LLC 0 -100,00 0
2026-02-17 13F Trexquant Investment LP 7.208 -8,64 320 -7,54
2026-02-09 13F Key FInancial Inc 10.317 23,09 458 23,85
2026-02-10 13F Moors & Cabot, Inc. 38.991 -4,41 1.730 -3,08
2026-01-14 13F ORG Partners LLC 7.232 0,00 321 1,27
2026-02-13 13F Allie Family Office LLC 0 -100,00 0
2026-02-06 13F Kingdom Financial Group LLC. 92 4
2025-11-10 13F Lion Street Advisors, LLC 0 -100,00 0
2026-02-11 13F Gateway Wealth Partners, LLC 5.428 0,89 241 2,13
2025-10-29 13F Pacific Capital Wealth Advisors, Inc 0 -100,00 0
2025-11-14 13F Mount Yale Investment Advisors, LLC 0 -100,00 0 -100,00
2026-02-17 13F Raymond James Financial Inc 2.316.267 -15,64 102.773 -14,50
2026-02-09 13F Endowment Wealth Management, Inc. 31.700 17,26 1.407 18,85
2026-02-05 13F Atria Investments Llc 0 -100,00 0
2026-02-13 13F Pine Valley Investments Ltd Liability Co 5.016 0,00 223 1,83
2026-02-18 13F EP Wealth Advisors, Inc. 10.075 447
2026-02-09 13F Prospera Financial Services Inc 48.893 -6,13 2.170 -4,87
2026-02-12 13F Investor's Fiduciary Advisor Network, LLC 62.269 -8,72 3 0,00
2026-01-21 13F Compass Advisory Group LLC 410.134 0,44 18.334 2,56
2026-01-08 13F Adirondack Trust Co 4.350 -8,56 193 -7,69
2026-02-06 13F Envestnet Portfolio Solutions, Inc. 0 -100,00 0
2026-02-13 13F Mariner, LLC 187.084 -8,37 8.301 -7,14
2026-02-13 13F Ausdal Financial Partners, Inc. 98.203 -5,42 4.357 -4,14
2025-10-28 13F Pinnacle Financial Partners Inc 0 -100,00 0
2026-01-12 13F VisionPoint Advisory Group, LLC 7.498 -24,60 333 -23,68
2026-01-16 13F Perigon Wealth Management, LLC 20.700 55,72 918 58,00
2026-02-12 13F Bank Of Montreal /can/ 18.434 8,10 818 9,52
2026-01-15 13F Trust Co 6 0
2025-11-14 13F Larson Financial Group LLC 0 -100,00 0
2025-11-04 13F Atlas Private Wealth Advisors 0 -100,00 0
2026-02-19 13F Mcguire Capital Advisors Inc 917 41
2026-01-20 13F Ethos Financial Group, LLC 5.323 0,00 236 1,29
2026-01-29 13F Kestra Private Wealth Services, Llc 109.033 -1,51 4.838 -0,19
2026-02-17 13F Invenomic Capital Management LP 4.822 0,00 214 0,95
2026-02-13 13F Glen Eagle Advisors, LLC 21.334 -14,15 947 -12,97
2026-02-04 13F Anson Capital, Inc. 60.669 -6,43 2.692 -5,18
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