Grundlæggende statistik
| Institutionelle ejere | 604 total, 604 long only, 0 short only, 0 long/short - change of 12,87% MRQ |
| Gennemsnitlig porteføljeallokering | 1.2238 % - change of 10,39% MRQ |
| Institutionelle aktier (lange) | 323.063.476 (ex 13D/G) - change of 44,92MM shares 16,15% MRQ |
| Institutionel værdi (lang) | $ 13.932.688 USD ($1000) |
Institutionelt ejerskab og aktionærer
Capital Group Growth ETF (US:CGGR) har 604 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 323,063,476 aktier. Største aktionærer omfatter LPL Financial LLC, Morgan Stanley, Capital Group Private Client Services, Inc., Envestnet Asset Management Inc, Commonwealth Equity Services, Llc, Bank Of America Corp /de/, Wells Fargo & Company/mn, Raymond James Financial Inc, Northwestern Mutual Wealth Management Co, and Cetera Investment Advisers .
Capital Group Growth ETF (ARCA:CGGR) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of March 6, 2026 is 42,29 / share. Previously, on March 10, 2025, the share price was 34,07 / share. This represents an increase of 24,13% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-06 | 13F/A | CapWealth Advisors, LLC | 60.318 | -2,55 | 2.682 | -1,32 | ||||
| 2026-02-03 | 13F | Bokf, Na | 455 | 0,00 | 20 | 5,26 | ||||
| 2026-01-22 | 13F | Nautilus Advisors LLC | 38.511 | 3,29 | 1.713 | 4,58 | ||||
| 2026-02-05 | 13F | TrueWealth Financial Partners | 86.835 | 3.862 | ||||||
| 2026-01-12 | 13F | KWB Wealth | 202.927 | 31,40 | 9.024 | 43,76 | ||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 17 | 0,00 | 1 | |||||
| 2025-11-12 | 13F | Armis Advisers, LLC | 14.407 | 0,00 | 646 | 10,05 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 136.346 | 27,72 | 6.063 | 29,33 | ||||
| 2026-02-17 | 13F | Clark Capital Management Group, Inc. | 21.808 | 130,31 | 970 | 133,49 | ||||
| 2026-01-05 | 13F | Garrett Investment Advisors LLC | 24.329 | -0,23 | 1.082 | 1,03 | ||||
| 2026-01-21 | 13F | Trueblood Wealth Management, LLC | 42.883 | 21,82 | 1.907 | 23,35 | ||||
| 2026-02-13 | 13F | BNB Wealth Management, LLC | 119.561 | 5.317 | ||||||
| 2026-01-13 | 13F | Adamsbrown Wealth Consultants Llc | 1.039.294 | -0,29 | 46.217 | 0,95 | ||||
| 2026-02-03 | 13F | SFG Wealth Management, LLC. | 14.831 | 660 | ||||||
| 2026-01-07 | 13F | Everpar Advisors Llc | 58.794 | -51,53 | 2.615 | -50,93 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 71.617 | 34,52 | 3.185 | 36,18 | ||||
| 2026-01-28 | 13F | Trademark Financial Management, LLC | 8.936 | 397 | ||||||
| 2026-01-20 | 13F | Sovran Advisors, LLC | 249.491 | -2,80 | 11.195 | -2,18 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 56.661 | -81,42 | 2.520 | -81,19 | ||||
| 2025-11-14 | 13F | WNY Asset Management, LLC | 2.105.722 | 1,71 | 92.483 | 9,90 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 91.358 | -43,15 | 4.063 | -43,01 | ||||
| 2026-03-03 | 13F | NWF Advisory Services Inc. | 111.712 | 27,44 | 4.968 | 29,01 | ||||
| 2026-02-05 | 13F | WJ Wealth Management, LLC | 150.615 | -0,14 | 6.698 | -1,03 | ||||
| 2026-02-12 | 13F | Absolute Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Bill Few Associates, Inc. | 54.474 | 15,79 | 2.422 | 17,23 | ||||
| 2026-01-20 | 13F | Stratos Wealth Advisors, LLC | 7.000 | 15,44 | 311 | 16,92 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Tribridge Partners Financial LLC | 632.479 | 6,05 | 28.126 | 6,60 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 1.048 | 15,93 | 47 | 17,95 | ||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-01-09 | 13F | 180 Wealth Advisors, Llc | 20.714 | -0,14 | 921 | 1,10 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 48.750 | -80,08 | 2.168 | -79,84 | ||||
| 2026-01-23 | 13F | Reuter James Wealth Management, Llc | 23.278 | 13,70 | 1.035 | 15,13 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 13.037 | 22,40 | 580 | 23,98 | ||||
| 2026-01-26 | 13F | Provenance Wealth Advisors, LLC | 1.366 | 0,00 | 61 | 1,69 | ||||
| 2026-02-10 | 13F | Advisor Resource Council | 9.480 | 422 | ||||||
| 2026-02-13 | 13F | Greenline Wealth Management LLC | 24.033 | 1.069 | ||||||
| 2026-02-04 | 13F | Pure Financial Advisors, Inc. | 4.573 | 203 | ||||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 220.863 | 10,31 | 9.895 | 12,60 | ||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-09 | 13F | McCollum Christoferson Group LLC | 172.063 | 11,19 | 7.652 | 12,58 | ||||
| 2026-01-22 | 13F | Investment Advisory Services Inc /tx /adv | 53.027 | 4,16 | 2.358 | 5,50 | ||||
| 2026-02-13 | 13F | Selby Wealth Management, LLC | 68.049 | 3.026 | ||||||
| 2025-10-30 | 13F | Oak Hill Wealth Advisors, Llc | 38.969 | 56,40 | 1.712 | 69,57 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 2.255.337 | 3,13 | 100 | 4,17 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 2.935 | -40,53 | 0 | |||||
| 2025-09-26 | NP | BLUC - Bluemonte Large Cap Core ETF | 21 | 1 | ||||||
| 2026-02-12 | 13F | Betterment LLC | 10.330 | 2,19 | 0 | |||||
| 2026-01-15 | 13F | Clg Llc | 345.359 | 35,79 | 15.358 | 37,51 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 275.358 | -3,29 | 12.245 | -2,08 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 2.071.713 | 36,10 | 92.348 | 38,04 | ||||
| 2026-01-15 | 13F | Trust Co | 1.813 | 104,86 | 81 | 110,53 | ||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 420 | 0,00 | 19 | 0,00 | ||||
| 2026-01-14 | 13F | WESPAC Advisors, LLC | 7.739 | -37,61 | 344 | -36,76 | ||||
| 2025-11-14 | 13F | Skopos Labs, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Michael Brady & Co., LLC | 369.494 | 16.431 | ||||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 14.631 | 0,00 | 651 | 1,25 | ||||
| 2026-02-05 | 13F | 1620 Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Transcend Wealth Collective, Llc | 16.063 | 100,01 | 714 | 102,84 | ||||
| 2026-02-02 | 13F | Eq Wealth Advisors, Llc | 242.795 | 1,78 | 10.797 | 3,06 | ||||
| 2026-01-23 | 13F | Bellevue Asset Management, Llc | 231.802 | 2,67 | 10.306 | 3,92 | ||||
| 2026-02-17 | 13F | Summit Global Investments | 31.104 | 8,70 | 1 | 0,00 | ||||
| 2026-01-20 | 13F | NavPoint Financial, Inc. | 26.670 | 1,88 | 1.186 | 3,22 | ||||
| 2026-02-04 | 13F | JSF Financial, LLC | 873.717 | -1,00 | 38.854 | 0,24 | ||||
| 2026-02-12 | 13F | Mason Investment Advisory Services, Inc. | 284.304 | 10,64 | 12.643 | 12,02 | ||||
| 2026-02-04 | 13F | Nwam Llc | 26.908 | 19,29 | 1.209 | 20,32 | ||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 237.162 | 14,51 | 11 | 11,11 | ||||
| 2026-01-15 | 13F | BetterWealth, LLC | 205.726 | 2,18 | 9.149 | 3,46 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 2.888 | 29,68 | 128 | 31,96 | ||||
| 2026-02-13 | 13F | HFG Advisors, Inc. | 14.430 | 0,00 | 642 | 1,26 | ||||
| 2026-02-09 | 13F | Kuhn & Co Investment Counsel | 122.434 | 6,32 | 5.445 | 7,65 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 208.280 | 2,79 | 9.262 | 4,08 | ||||
| 2026-02-03 | 13F | Ridgeline Wealth Planning, LLC | 152.766 | 28,51 | 6.793 | 30,11 | ||||
| 2026-02-12 | 13F | Mark Sheptoff Financial Planning, Llc | 1.064 | 88,65 | 47 | 95,83 | ||||
| 2026-01-08 | 13F | Genesis Private Wealth, Llc | 227.232 | 7,60 | 10.105 | 8,94 | ||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 277.808 | 5,43 | 12.354 | 6,76 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 17.426 | 330,59 | 775 | 337,29 | ||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 177.267 | 4,78 | 7.883 | 6,10 | ||||
| 2026-01-12 | 13F | DAVENPORT & Co LLC | 464.503 | 4,69 | 20.656 | 6,00 | ||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 209.630 | 0,34 | 9.322 | 1,60 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 65.949 | 1,73 | 2.933 | 2,99 | ||||
| 2026-01-13 | 13F | Norden Group Llc | 26.942 | 10,59 | 1.198 | 12,07 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 568 | 0,00 | 25 | 4,17 | ||||
| 2025-10-21 | 13F | McElhenny Sheffield Capital Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 13.193.475 | 3,82 | 586.714 | 105.045,70 | ||||
| 2026-01-16 | 13F | CRA Financial Services, LLC | 6.155 | 0,00 | 274 | 1,11 | ||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 4.547 | 709,07 | 0 | |||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 93.332 | 3,27 | 4.150 | 4,56 | ||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 84 | 4 | ||||||
| 2026-02-11 | 13F | Capital Group Private Client Services, Inc. | 24.026.194 | 2,50 | 1.068.445 | 3,78 | ||||
| 2026-01-26 | 13F | Transcendent Capital Group LLC | 68.630 | -1,62 | 3.052 | -0,39 | ||||
| 2026-01-22 | 13F | Premier Path Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Perigon Wealth Management, LLC | 9.309 | 19,99 | 414 | 21,47 | ||||
| 2026-01-21 | 13F | ProCore Advisors, LLC | 13.168 | 586 | ||||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 1.190.095 | 0,50 | 52.924 | 1,75 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 213.466 | 9.493 | ||||||
| 2026-01-12 | 13F | National Wealth Management Group, LLC | 58.258 | 38,95 | 2.591 | 40,68 | ||||
| 2026-01-14 | 13F | Legacy Solutions, Llc | 152.167 | -3,26 | 6.767 | -2,06 | ||||
| 2026-01-23 | 13F | Octavia Wealth Advisors, LLC | 14.012 | -11,88 | 623 | -10,74 | ||||
| 2026-02-06 | 13F | Creative Financial Designs Inc /adv | 8.961 | -11,58 | 398 | -10,56 | ||||
| 2026-02-12 | 13F | Wayfinding Financial, LLC | 80.696 | -4,47 | 4 | 0,00 | ||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 2.695 | 120 | ||||||
| 2026-01-07 | 13F | IAM Advisory, LLC | 630.083 | 81,42 | 28.020 | 83,70 | ||||
| 2025-11-14 | 13F | Tudor Investment Corp Et Al | 0 | -100,00 | 0 | |||||
| 2025-09-26 | NP | BINT - Bluemonte Global Equity ETF | 28 | 1 | ||||||
| 2026-02-17 | 13F | Regal Investment Advisors LLC | 13.879 | 35,62 | 617 | 37,42 | ||||
| 2026-01-22 | 13F | Triad Wealth Partners, LLC | 7.924 | 19,50 | 352 | 20,96 | ||||
| 2026-02-13 | 13F | Barclays Plc | 215.654 | 161,64 | 9.590 | 164,92 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 1.289.258 | 593,23 | 57.333 | 601,92 | ||||
| 2026-01-08 | 13F | Signet Financial Management, Llc | 55.399 | -11,73 | 2.464 | -10,63 | ||||
| 2026-01-13 | 13F | Mather Group, Llc. | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Bridgewealth Advisory Group, LLC | 211.113 | 6,94 | 9.388 | 8,28 | ||||
| 2026-02-13 | 13F | Transamerica Financial Advisors, Inc. | 3.328 | 148 | ||||||
| 2026-02-18 | 13F | GWM Advisors LLC | 1.459.912 | 11,60 | 64.922 | 13,00 | ||||
| 2026-02-04 | 13F | Summit Investment Advisory Services, LLC | 859.208 | 4,00 | 38.209 | 5,30 | ||||
| 2026-01-23 | 13F | Guidance Capital, Inc | 9.222 | 68,84 | 413 | 68,57 | ||||
| 2026-02-13 | 13F | Tcfg Wealth Management, Llc | 14.168 | 8,72 | 630 | 10,14 | ||||
| 2026-02-06 | 13F | Platt Wealth Management LLC | 21.871 | 1 | ||||||
| 2026-02-05 | 13F | RiverFront Investment Group, LLC | 15.009 | 0,00 | 667 | 1,21 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 1.607 | 0,12 | 71 | 1,43 | ||||
| 2026-01-14 | 13F | Cushing Capital Partners, LLC | 11.075 | 0,00 | 493 | 1,23 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 4.452 | 198 | ||||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 26.215 | 61,66 | 1.166 | 78,96 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 1.243.134 | 119,91 | 55.282 | 122,67 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 71.393 | 3,97 | 3.175 | 5,27 | ||||
| 2026-02-02 | 13F | Sun Financial Inc | 24.098 | 1.072 | ||||||
| 2026-01-08 | 13F | Cooper Financial Group | 116.042 | -6,43 | 5.160 | -5,25 | ||||
| 2026-02-12 | 13F | Johnson Financial Group, Inc. | 300 | 13 | ||||||
| 2026-02-12 | 13F | Parsonex Advisory Services, Inc. | 111.278 | 18,34 | 4.949 | 19,84 | ||||
| 2026-01-21 | 13F | Hunter Associates Investment Management Llc | 23.937 | 23,30 | 1 | |||||
| 2026-02-03 | 13F | Dean, Jacobson Financial Services, LLC | 189.216 | 1.629,42 | 8.414 | 1.652,92 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 308.969 | 7,93 | 14 | 8,33 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 520 | 23 | ||||||
| 2026-01-27 | 13F | Aspiring Ventures, LLC | 7.075 | 315 | ||||||
| 2026-02-11 | 13F | Tradition Wealth Management, LLC | 35.606 | 0,45 | 1.583 | 1,74 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 807.029 | 1,32 | 35.889 | 2,59 | ||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 4.975 | 2,81 | 221 | 4,25 | ||||
| 2026-02-17 | 13F | XTX Topco Ltd | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 149.533 | 27,30 | 6.650 | 28,88 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 73.745 | 31,04 | 3.279 | 32,70 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 25.017 | -1,21 | 1.113 | 0,00 | ||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Parkside Investments, LLC | 80.000 | 0,00 | 3.558 | 1,25 | ||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 354.286 | 11,71 | 15.755 | 13,11 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 2.565 | -78,66 | 114 | -78,37 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 7.560 | 7,83 | 336 | 9,45 | ||||
| 2026-01-21 | 13F | Stonebridge Financial Group, LLC | 352.831 | 5,13 | 15.690 | 6,45 | ||||
| 2026-02-10 | 13F | Moors & Cabot, Inc. | 5.626 | 250 | ||||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 38.511 | 71,56 | 1.713 | 73,81 | ||||
| 2026-02-06 | 13F | Signature Estate & Investment Advisors Llc | 2.633.662 | -2,57 | 117.119 | -1,35 | ||||
| 2026-02-13 | 13F | Blueprint Financial Advisors LLC | 69.935 | 43,23 | 3.110 | 45,06 | ||||
| 2026-02-13 | 13F | Haverford Trust Co | 728.429 | 7,97 | 32.393 | 9,32 | ||||
| 2026-02-06 | 13F | Cvfg Llc | 8.593 | 6,56 | 382 | 7,91 | ||||
| 2026-02-10 | 13F | Carnegie Lake Advisors LLC | 17.919 | 0,02 | 797 | 1,27 | ||||
| 2025-10-15 | 13F | JGP Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-08 | 13F | GSG Advisors LLC | 10.062 | 447 | ||||||
| 2026-02-17 | 13F | Scarborough Advisors, LLC | 300 | 0,00 | 13 | 0,00 | ||||
| 2026-01-28 | 13F | Crown Wealth Group, LLC | 5.658 | 0,00 | 252 | 1,21 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 398.534 | 39,29 | 17.723 | 41,03 | ||||
| 2026-01-23 | 13F | Clear Creek Financial Management, LLC | 171.937 | 7,96 | 7.646 | 9,32 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 38.570 | 57,50 | 1.715 | 59,53 | ||||
| 2026-02-13 | 13F | Ambassador Advisors, LLC | 11.135 | -11,11 | 495 | -10,00 | ||||
| 2026-02-06 | 13F | AAFCPAs Wealth Management, LLC | 8.033 | 357 | ||||||
| 2026-02-18 | 13F | Cim, Llc | 19.536 | 22,99 | 869 | 24,53 | ||||
| 2026-02-17 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Financial Security Advisor, Inc. | 1.994.948 | -6,74 | 88.715 | -5,57 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 3.440 | -6,16 | 153 | -5,59 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 1.203.656 | 8,94 | 53.527 | 10,30 | ||||
| 2026-02-17 | 13F | Two Sigma Investments, Lp | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Rather & Kittrell, Inc. | 29.514 | 0,00 | 1.312 | 1,23 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 1.021.342 | -2,59 | 45 | -2,17 | ||||
| 2026-01-08 | 13F | Threadgill Financial, Llc | 16.084 | 715 | ||||||
| 2026-01-14 | 13F | Johnson Bixby & Associates, LLC | 1.394.757 | 3,63 | 62.025 | 4,93 | ||||
| 2026-02-10 | 13F | Swisher Financial Concepts, Inc. | 189.932 | 4,91 | 8.446 | 6,23 | ||||
| 2026-02-10 | 13F | CFS Investment Advisory Services, LLC | 39.184 | 2,39 | 1.743 | 1,34 | ||||
| 2026-01-12 | 13F | M.e. Allison & Co., Inc. | 159.370 | 5,96 | 7.087 | 7,30 | ||||
| 2026-02-09 | 13F | Rhl Group, Llc | 138 | 6 | ||||||
| 2026-01-29 | 13F | Nbc Securities, Inc. | 1.772 | -25,30 | 79 | -25,00 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 8.207.815 | 7,42 | 365.002 | 8,77 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 106.983 | 73,42 | 4.758 | 75,60 | ||||
| 2026-01-26 | 13F | United Advisor Group, LLC | 32.847 | 5,68 | 1.461 | 6,96 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 6.777 | 7,18 | 301 | 8,66 | ||||
| 2026-02-17 | 13F | Evergreen Wealth Solutions, LLC | 46.220 | 19,94 | 2.055 | 21,45 | ||||
| 2026-02-09 | 13F | Integrity Advisory Solutions, LLC | 337.182 | 4,48 | 14.994 | 5,79 | ||||
| 2026-02-05 | 13F | True Blue Financial, LLC | 86.835 | 3.862 | ||||||
| 2026-02-11 | 13F | Mascagni Wealth Management, Inc. | 17.327 | 5,68 | 771 | 6,94 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 7.614 | -58,42 | 339 | -57,96 | ||||
| 2026-01-09 | 13F | Dynamic Advisor Solutions LLC | 36.619 | -51,80 | 1.628 | -51,20 | ||||
| 2026-01-14 | 13F | Smith Thornton Advisors LLC | 196.640 | 1,79 | 8.745 | 3,06 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 13.284.377 | 10,23 | 590.756 | 11,61 | ||||
| 2026-02-23 | 13F | Investments & Financial Planning, LLC | 250.356 | -5,71 | 11.133 | -4,53 | ||||
| 2026-02-03 | 13F | McCarthy Asset Management, Inc. | 205.176 | 707,33 | 9.124 | 717,56 | ||||
| 2026-02-05 | 13F | Castle Rock Wealth Management, LLC | 6.174 | 1,90 | 267 | 0,00 | ||||
| 2026-02-11 | 13F | Harpswell Capital Advisors, LLC | 78.875 | -40,29 | 3.508 | -39,54 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 413.560 | 5,00 | 18.391 | 4,67 | ||||
| 2026-02-05 | 13F | Hicks Capital Management Llc | 10.175 | 452 | ||||||
| 2026-02-12 | 13F | Kovack Advisors, Inc. | 49.869 | 25,06 | 2.179 | 24,39 | ||||
| 2026-01-29 | 13F | St Germain D J Co Inc | 111.094 | -10,89 | 4.940 | -9,77 | ||||
| 2026-02-13 | 13F | Goldstone Financial Group, LLC | 6.274 | 1,46 | 279 | 2,95 | ||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 15.049 | 0,05 | 669 | 1,36 | ||||
| 2026-02-05 | 13F | Financial Council Asset Management Inc | 459.406 | 5,55 | 20.430 | 6,87 | ||||
| 2026-02-04 | 13F | Rollins Financial Advisors, LLC | 5.938 | 264 | ||||||
| 2026-01-14 | 13F | Ballew Advisors, Inc | 292.272 | -0,04 | 13.252 | 3,40 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 1.201.039 | 1,01 | 53.410 | 2,28 | ||||
| 2026-02-02 | 13F | New England Capital Financial Advisors LLC | 1.422.344 | -1,55 | 63.252 | -0,32 | ||||
| 2026-01-28 | 13F | Financial Perspectives, Inc | 51.957 | 3,35 | 2.311 | 4,62 | ||||
| 2026-02-10 | 13F | COFG Advisors, LLC | 6.696 | 298 | ||||||
| 2026-01-22 | 13F | Brookwood Investment Group LLC | 12.885 | 0,59 | 573 | 1,78 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 56.516 | -0,90 | 2.513 | 0,36 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Weil Company, Inc. | 36.513 | 21,07 | 1.624 | 22,58 | ||||
| 2026-02-12 | 13F | Forge Financial Services LLC | 164.701 | 14,48 | 7.324 | 15,08 | ||||
| 2026-01-08 | 13F | Sar Wealth Management Group, Llc | 12.612 | 0,10 | 561 | 1,27 | ||||
| 2026-01-20 | 13F | Fearless Solutions, LLC dba Best Invest | 98.827 | 0,94 | 4.395 | 2,19 | ||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 29.360 | 47,46 | 1.306 | 49,31 | ||||
| 2025-10-22 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Diversify Wealth Management, Llc | 18.638 | 43,91 | 845 | 45,44 | ||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 80.953 | -12,03 | 3.600 | -10,94 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 10.804 | -37,15 | 480 | -36,34 | ||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 2.584 | 115 | ||||||
| 2026-02-02 | 13F | Total Clarity Wealth Management, Inc. | 141.971 | 5,17 | 6.313 | 6,49 | ||||
| 2026-01-20 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 33.573 | 1.102,04 | 1.493 | 1.122,95 | ||||
| 2026-01-23 | 13F | Northland Securities, Inc. | 7.561 | 336 | ||||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 26.024 | 1.157 | ||||||
| 2026-01-07 | 13F | Processus Wealth & Capital Management, LLC | 13.860 | 17,87 | 616 | 19,38 | ||||
| 2026-01-30 | 13F | SOL Capital Management CO | 635.354 | -6,33 | 28 | -3,45 | ||||
| 2026-02-13 | 13F | Jacobi Capital Management LLC | 6.730 | 0,03 | 299 | 1,36 | ||||
| 2026-01-23 | 13F | Gemmer Asset Management LLC | 49.552 | 0,50 | 2.204 | 1,76 | ||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 305.737 | 6,68 | 13.596 | 8,02 | ||||
| 2026-02-06 | 13F | Warner Group LLC | 146.478 | 2,79 | 6.514 | 4,07 | ||||
| 2026-01-26 | 13F | Nations Financial Group Inc, /ia/ /adv | 22.978 | -4,18 | 1.022 | -3,04 | ||||
| 2026-02-03 | 13F | Eclectic Associates Inc /adv | 706.853 | 2,57 | 31.434 | 3,85 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 80.372 | 1,41 | 3.574 | 2,67 | ||||
| 2026-02-10 | 13F | WealthTrak Capital Management LLC | 29.509 | 20,50 | 1.312 | 22,05 | ||||
| 2026-02-09 | 13F/A | Mann Financial Group, Inc. | 39.946 | -0,92 | 1.776 | 0,34 | ||||
| 2026-02-10 | 13F | Glassy Mountain Advisors, Inc. | 12.235 | 544 | ||||||
| 2025-11-12 | 13F | Level Four Advisory Services, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Richmond Investment Services, LLC | 39.687 | 49,68 | 1.765 | 51,55 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 258.435 | 12,98 | 11.493 | 14,39 | ||||
| 2026-03-05 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 64.915 | 2.887 | ||||||
| 2026-02-02 | 13F | CX Institutional | 1.590 | 0,06 | 0 | |||||
| 2026-02-04 | 13F | Strategic Family Wealth Counselors, L.L.C. | 280.490 | 0,54 | 12.302 | 0,40 | ||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 16.107 | -1,09 | 716 | -0,56 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 879.221 | 6,25 | 39.099 | 7,58 | ||||
| 2026-01-20 | 13F | Coign Capital Advisors LLC | 234.502 | 4,07 | 10.428 | 5,38 | ||||
| 2026-02-10 | 13F | Continuum Advisory, LLC | 147.641 | 7,10 | 6.566 | 8,44 | ||||
| 2026-01-20 | 13F | Stewardship Concepts Financial Services Llc | 169.558 | 7.547 | ||||||
| 2026-02-12 | 13F | Carson Advisory Inc. | 6.176 | 0,29 | 275 | 1,48 | ||||
| 2026-01-22 | 13F | Trilogy Capital Inc. | 13.638 | 0,00 | 606 | 1,34 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 1.844.152 | 2,03 | 82.009 | 3,31 | ||||
| 2026-02-03 | 13F | Entruity Wealth, LLC | 106.430 | 0,57 | 4.733 | 1,81 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 19.443 | 0,07 | 865 | 1,29 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 527.223 | -2,83 | 23.446 | -1,62 | ||||
| 2026-02-09 | 13F | Kestra Investment Management, LLC | 2.099.816 | 25,24 | 93.379 | 26,81 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 163.344 | 10,55 | 7.264 | 11,93 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 12.440 | 14,35 | 553 | 15,93 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 219.195 | 2,98 | 9.748 | 4,27 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 660 | 0,00 | 29 | 3,57 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 32.959 | 239,26 | 1.466 | 243,90 | ||||
| 2026-01-07 | 13F | Melone Private Wealth, LLC | 14.500 | 0,00 | 645 | 1,26 | ||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 162.438 | 25,19 | 6.280 | 10,21 | ||||
| 2026-02-11 | 13F | Capital International Investors | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | RIA Advisory Group LLC | 15.013 | 6,57 | 668 | 7,93 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 299.777 | 10,23 | 13.331 | 11,61 | ||||
| 2026-01-20 | 13F | Greenbush Financial Group, LLC | 556.683 | 7,57 | 24.756 | 8,92 | ||||
| 2026-02-04 | 13F | Certior Financial Group, Llc | 18.385 | 2,50 | 818 | 3,81 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 1.151 | 0,00 | 51 | 2,00 | ||||
| 2026-02-13 | 13F | Commerce Bank | 9.496 | 0,22 | 422 | 1,44 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 687.647 | 13,44 | 30.580 | 14,86 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 2.340.568 | 30,95 | 104.091 | 32,60 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 454.697 | 5,65 | 20.220 | 6,97 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 122.462 | 17,37 | 5.446 | 18,83 | ||||
| 2026-02-12 | 13F | Menora Mivtachim Holdings Ltd. | 209.512 | 11,59 | 9.317 | 12,99 | ||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 1.745 | 78 | ||||||
| 2026-02-05 | 13F | Burford Brothers, Inc. | 192.989 | 3,92 | 8.582 | 5,22 | ||||
| 2026-01-14 | 13F | Lantz Financial LLC | 139.893 | 40,91 | 6.221 | 42,68 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 10.375 | -19,24 | 461 | -18,26 | ||||
| 2026-01-22 | 13F | tru Independence LLC | 195.358 | 12,32 | 8.688 | 13,72 | ||||
| 2026-01-30 | 13F | Exencial Wealth Advisors, Llc | 398.533 | -1,33 | 17.723 | -0,10 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 141.355 | 21,42 | 6.286 | 22,94 | ||||
| 2026-01-08 | 13F | Centerline Wealth Advisors, LLC | 70.863 | -63,20 | 3.151 | -62,74 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 129.319 | 16,00 | 5.751 | 17,44 | ||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 3.660 | 163 | ||||||
| 2026-02-18 | 13F | Troutman Wealth Management, LLC | 187.253 | 8.327 | ||||||
| 2026-02-09 | 13F | Strategic Equity Management | 240.497 | 10.695 | ||||||
| 2026-01-13 | 13F | Olistico Wealth, LLC | 143.158 | 7,27 | 6.366 | 8,62 | ||||
| 2026-01-26 | 13F | Cypress Capital Advisors, LLC | 179.856 | 11,23 | 7.998 | 12,63 | ||||
| 2026-02-05 | 13F | IMG Wealth Management, Inc. | 131.804 | 2,50 | 5.861 | 3,79 | ||||
| 2026-02-12 | 13F | Quadrant Capital Group Llc | 10.350 | 460 | ||||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 10.566 | 29,66 | 470 | 31,37 | ||||
| 2026-02-03 | 13F | Acorn Financial Advisory Services Inc /adv | 8.041 | -14,98 | 358 | -13,98 | ||||
| 2026-02-05 | 13F | Intrua Financial, LLC | 7.952 | 20,30 | 354 | 21,72 | ||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 2.123.336 | 2,93 | 96.484 | 5,86 | ||||
| 2026-01-22 | 13F | Vicus Capital | 21.409 | 40,45 | 952 | 42,30 | ||||
| 2026-02-12 | 13F | IFC & Insurance Marketing, Inc. | 89 | 0 | ||||||
| 2026-01-28 | 13F | Planned Solutions, Inc. | 5.770 | 257 | ||||||
| 2026-02-11 | 13F | M Holdings Securities, Inc. | 23.000 | 52,38 | 1 | |||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 1.982.001 | 3,04 | 88.140 | 4,33 | ||||
| 2025-09-26 | 13F | Capital A Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Convergence Financial, LLC | 57.136 | -2,14 | 2.541 | -0,94 | ||||
| 2026-01-13 | 13F | First Financial Corp /in/ | 105 | 5 | ||||||
| 2026-02-17 | 13F | Roehl & Yi Investment Advisors, LLC | 43.885 | 1.734 | ||||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 21.758 | 977 | ||||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 7.790 | 29,98 | 346 | 31,56 | ||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 67.512 | 6,06 | 3.002 | 7,41 | ||||
| 2026-01-21 | 13F | Capital Management Associates, Inc | 27.878 | 0,21 | 1.240 | 1,47 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 443.735 | 0,93 | 19.733 | 2,19 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 570 | 0,00 | 25 | 0,00 | ||||
| 2026-01-09 | 13F | Silverlake Wealth Management Llc | 26.124 | 1,38 | 1.162 | 2,65 | ||||
| 2026-01-12 | 13F | Aurdan Capital Management, LLC | 101.636 | -1,78 | 4.520 | -0,55 | ||||
| 2026-02-17 | 13F | Herold Advisors, Inc. | 7.952 | 31,79 | 354 | 33,21 | ||||
| 2026-01-29 | 13F | Aspen Capital Management, LLC | 4.578 | 0,00 | 204 | 1,00 | ||||
| 2026-02-11 | 13F | Zions Bancorporation, National Association /ut/ | 5.000 | 0,00 | 222 | 1,37 | ||||
| 2026-01-08 | 13F | Financial Management Network Inc | 108.026 | 11,87 | 4.813 | 11,88 | ||||
| 2026-01-22 | 13F | Financial Consulate, Inc | 124 | 6 | ||||||
| 2026-01-23 | 13F | Kerntke Otto McGlone Wealth Management Group | 24.404 | 2,11 | 1.085 | 3,43 | ||||
| 2026-01-26 | 13F | PFG Investments, LLC | 19.744 | 10,31 | 878 | 11,70 | ||||
| 2025-11-04 | 13F | Woodmont Investment Counsel Llc | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | World Equity Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 378.181 | 23,03 | 16.818 | 24,57 | ||||
| 2026-01-26 | 13F | Seamount Financial Group Inc | 64.166 | 7,68 | 2.853 | 9,02 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 100.017 | 54,08 | 4.448 | 56,04 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 37.677 | 10,78 | 1.676 | 12,19 | ||||
| 2026-02-05 | 13F | Dana Investment Advisors, Inc. | 6.721 | 0,00 | 299 | 1,02 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 629 | -0,79 | 28 | 0,00 | ||||
| 2026-02-06 | 13F | Flynn Zito Capital Management, Llc | 140.254 | 9,72 | 6.237 | 11,10 | ||||
| 2026-01-26 | 13F | Oxinas Partners Wealth Management LLC | 82.334 | 761,59 | 3.661 | 773,75 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 873.172 | 51,16 | 38.830 | 53,06 | ||||
| 2026-01-29 | 13F | Aprio Wealth Management, LLC | 1.291.423 | 755,48 | 57.430 | 766,20 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 103.423 | -62,24 | 4.599 | -61,76 | ||||
| 2026-02-10 | 13F | BKD Wealth Advisors, LLC | 4.531 | 201 | ||||||
| 2026-02-09 | 13F | Banco de Sabadell, S.A | 1.162 | 0,00 | 0 | |||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 748.621 | 37,31 | 33.291 | 39,04 | ||||
| 2026-01-28 | 13F | APS Management Group, Inc. | 158.411 | 7.045 | ||||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 1.266 | 0,00 | 56 | 1,82 | ||||
| 2026-01-21 | 13F | Crux Wealth Advisors | 42.655 | 1.897 | ||||||
| 2026-01-22 | 13F | Charter Capital Management, LLC\DE | 170.504 | 5,83 | 7.582 | 7,15 | ||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 5.956 | 6,24 | 265 | 7,32 | ||||
| 2026-01-26 | 13F | Whittier Trust Co Of Nevada Inc | 1.320 | 6,88 | 60 | 9,26 | ||||
| 2025-11-14 | 13F | Luminist Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Richards, Merrill & Peterson, Inc. | 69.777 | 48,80 | 3.103 | 50,66 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 136.063 | -5,34 | 6.051 | -4,15 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 38.713 | 167,17 | 1.722 | 140,70 | ||||
| 2026-01-07 | 13F | Harbor Investment Advisory, Llc | 21.902 | 5,54 | 974 | 6,81 | ||||
| 2026-01-30 | 13F | Boyer Financial Services, Inc. | 191.065 | 8.512 | ||||||
| 2026-02-02 | 13F | Souders Financial Advisors | 355.065 | 1,91 | 15.790 | 3,19 | ||||
| 2026-01-14 | 13F | Spire Wealth Management | 78.900 | 15,02 | 3.509 | 16,47 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 80.636 | 0,86 | 3.586 | 2,11 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 556.817 | 51,51 | 24.762 | 53,41 | ||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 28.910 | 452,67 | 1.286 | 461,14 | ||||
| 2026-02-06 | 13F | Keystone Financial Group | 51.430 | 7,36 | 2.287 | 8,75 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 56.434 | 41,39 | 2.510 | 43,13 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 37 | -91,29 | 2 | -94,44 | ||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 27.846 | 34,06 | 1.238 | 35,75 | ||||
| 2026-01-23 | 13F | HBW Advisory Services LLC | 233.462 | 20,57 | 10.382 | 22,08 | ||||
| 2026-01-28 | 13F | Kingswood Wealth Advisors, Llc | 465.652 | 20.708 | ||||||
| 2026-01-05 | 13F | GAMMA Investing LLC | 1.141 | 0,00 | 51 | 0,00 | ||||
| 2026-02-05 | 13F | Aspire Growth Partners LLC | 25.065 | 0,10 | 1.115 | 1,36 | ||||
| 2026-01-15 | 13F | Hartmann Taylor Wealth Management, LLC | 399.876 | 5,56 | 17.782 | 6,89 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 45.411.053 | 17,66 | 2.019.429 | 19,13 | ||||
| 2026-02-04 | 13F | Colonial River Wealth Management, LLC | 284.130 | 6,75 | 12.635 | 8,09 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Guardian Wealth Advisors, Llc / Nc | 152.434 | 3,65 | 6.779 | 4,94 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 95.173 | 17,31 | 4.232 | 18,78 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 112.894 | 34,95 | 5.020 | 36,64 | ||||
| 2026-02-11 | 13F | Vise Technologies, Inc. | 15.796 | 702 | ||||||
| 2026-01-27 | 13F | PFG Advisors | 134.260 | -70,52 | 5.971 | -70,15 | ||||
| 2026-01-28 | 13F | Wealth Science Advisors LLC | 667.396 | 29.679 | ||||||
| 2025-09-26 | NP | BLGR - Bluemonte Large Cap Growth ETF | 44 | 2 | ||||||
| 2025-11-06 | 13F | LexAurum Advisors, LLC | 31.142 | 1,32 | 1.368 | 9,45 | ||||
| 2026-02-17 | 13F | Evolve Private Wealth, Llc | 156.938 | 6.979 | ||||||
| 2025-11-12 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | OpenArc Corporate Advisory, LLC | 14.159 | 630 | ||||||
| 2025-11-14 | 13F | Prosperity Wealth Management, Inc. | 8.947 | 20,16 | 393 | 29,80 | ||||
| 2025-11-13 | 13F | Obsidian Personal Planning Solutions LLC | 237.737 | 4,83 | 10.667 | 15,72 | ||||
| 2026-01-23 | 13F | High Net Worth Advisory Group LLC | 5.095 | 0,08 | 227 | 1,35 | ||||
| 2026-02-02 | 13F | Vawter Financial, Ltd. | 162.189 | 0,64 | 7.213 | 1,89 | ||||
| 2026-02-11 | 13F | LeClair Wealth Partners LLC | 79.320 | 0,00 | 3.527 | 1,26 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 6.829 | 15,61 | 304 | 16,99 | ||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 184.055 | 0,67 | 8.185 | 1,93 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 135.196 | 7,40 | 6.055 | 9,53 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Saxony Capital Management, LLC | 41.117 | 88,27 | 1.828 | 90,62 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 1.593.398 | 16,98 | 70.858 | 18,45 | ||||
| 2026-02-17 | 13F | Arthur M. Cohen & Associates, Llc | 7.258 | 0,00 | 323 | 1,26 | ||||
| 2026-01-21 | 13F | Ergawealth Advisors, Inc. | 718.735 | 7,57 | 31.962 | 8,92 | ||||
| 2026-01-15 | 13F | Gleason Group, Inc. | 2.753 | 122 | ||||||
| 2026-02-10 | 13F | Founders Financial Securities Llc | 299.670 | 21,64 | 13.326 | 23,16 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 48.875 | -80,00 | 2.173 | -79,75 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 121 | 5 | ||||||
| 2026-02-02 | 13F | Qrg Capital Management, Inc. | 5.470 | 15,21 | 243 | 16,83 | ||||
| 2026-02-11 | 13F | OneAscent Financial Services LLC | 7.663 | -75,40 | 341 | -75,15 | ||||
| 2026-01-20 | 13F | Arvest Investments, Inc. | 115 | 5 | ||||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 638.044 | 4,65 | 28.374 | 5,96 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 606.989 | 1,36 | 26.993 | 2,63 | ||||
| 2026-01-27 | 13F | Keystone Financial Services, LLC | 16.572 | 2,07 | 737 | 3,23 | ||||
| 2026-02-04 | 13F | Summit Wealth Group Llc / Co | 20.824 | 926 | ||||||
| 2026-02-18 | 13F | Vermillion & White Wealth Management Group, LLC | 4.417 | 7,84 | 196 | 9,50 | ||||
| 2026-01-14 | 13F | Wealthcare Advisory Partners LLC | 612.086 | -36,85 | 27.219 | -36,06 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 17.079 | 109,17 | 760 | 112,01 | ||||
| 2026-02-17 | 13F | Miller Capital Partners, Inc. | 412 | 18 | ||||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 11.271 | 11,57 | 501 | 13,09 | ||||
| 2026-02-11 | 13F | Pettyjohn, Wood & White, Inc | 36.006 | -1,85 | 1.601 | -0,62 | ||||
| 2026-02-17 | 13F | WFA of San Diego, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 6.700 | 0,00 | 298 | 1,02 | ||||
| 2026-02-06 | 13F | Gutierrez Wealth Advisory, LLC | 319.254 | -2,41 | 14.197 | -1,18 | ||||
| 2026-01-14 | 13F | Kmg Fiduciary Partners, Llc | 16.889 | 0,34 | 751 | 1,62 | ||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 105 | 0,00 | 5 | 0,00 | ||||
| 2026-02-09 | 13F | Marshall Investment Management, Llc | 194.848 | -4,13 | 8.665 | -2,94 | ||||
| 2026-02-13 | 13F | Beacon Financial Advisory LLC | 123.626 | 5,04 | 5.498 | 6,35 | ||||
| 2026-01-07 | 13F | Magnus Financial Group LLC | 116.478 | 0,45 | 5.180 | 1,71 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 669 | 30 | ||||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 1.321.257 | 261,21 | 58.756 | 265,74 | ||||
| 2026-03-02 | 13F | Clearwave Capital, LLC | 16.278 | 724 | ||||||
| 2026-02-12 | 13F | Empower Advisory Group, LLC | 4.523 | 201 | ||||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 236 | 257,58 | 0 | |||||
| 2026-01-30 | 13F | Kohmann Bosshard Financial Services, LLC | 126 | 6 | ||||||
| 2026-02-12 | 13F | Chilton Capital Management Llc | 3.490 | 11,08 | 155 | 13,14 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 412.811 | 1,26 | 18.358 | 2,53 | ||||
| 2026-02-05 | 13F | Cornerstone Wealth Management, LLC | 62.020 | 69,93 | 2.758 | 72,16 | ||||
| 2026-01-08 | 13F | Lincoln Capital LLC | 66.331 | 8,86 | 2.950 | 9,42 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 76.549 | -5,09 | 3.404 | -3,90 | ||||
| 2026-02-14 | 13F | Whipplewood Advisors, LLC | 5.486 | 415,12 | 244 | 428,26 | ||||
| 2026-02-11 | 13F | Endeavor Private Wealth, Inc. | 65.909 | 8,52 | 2.931 | 9,86 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 36.700 | 14,68 | 1.632 | 16,16 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 85.009 | -18,68 | 3.780 | -17,66 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 11.266 | -0,51 | 501 | 0,80 | ||||
| 2025-10-24 | 13F | rebel Financial LLC | 0 | -100,00 | 10.615 | 8,25 | ||||
| 2026-02-05 | 13F | Sapient Capital Llc | 6.480 | 25,36 | 290 | 28,32 | ||||
| 2026-01-28 | 13F | Barrett & Company, Inc. | 70.865 | 4,52 | 3.151 | 5,84 | ||||
| 2026-01-21 | 13F | Townsend Asset Management Corp /nc/ /adv | 115.916 | -3,30 | 5.155 | -2,09 | ||||
| 2026-01-07 | 13F | Central Pacific Bank - Trust Division | 117 | 116,67 | 5 | 150,00 | ||||
| 2026-02-12 | 13F | RPg Family Wealth Advisory, LLC | 119.889 | -1,41 | 5.331 | -0,17 | ||||
| 2026-02-17 | 13F | Challenger Wealth Management | 442.679 | 2,52 | 19.686 | 3,81 | ||||
| 2026-02-10 | 13F | Vigil Wealth Management, LLC | 131.357 | 5.841 | ||||||
| 2026-02-09 | 13F | MSH Capital Advisors LLC | 38.662 | 20,73 | 1.719 | 22,26 | ||||
| 2026-01-21 | 13F | 4wealth Advisors, Inc. | 5.474 | 20,18 | 243 | 21,50 | ||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 68.241 | 1,44 | 3.035 | 2,71 | ||||
| 2026-01-20 | 13F | Steel Peak Wealth Management LLC | 17.150 | -32,26 | 763 | -31,41 | ||||
| 2026-01-23 | 13F | Capital Planning LLC | 21.077 | 0,02 | 939 | 1,41 | ||||
| 2026-01-23 | 13F | James J. Burns & Company, LLC | 8.204 | 7,57 | 365 | 8,98 | ||||
| 2026-01-21 | 13F | Indiana Trust & Investment Management CO | 602 | 0,00 | 27 | 0,00 | ||||
| 2026-02-11 | 13F | Gateway Wealth Partners, LLC | 60.581 | 37,96 | 2.694 | 39,73 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 16.312 | -3,05 | 731 | -1,22 | ||||
| 2026-01-22 | 13F | Fiduciary Alliance LLC | 38.535 | -1,53 | 1.714 | -0,29 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 31.897 | 35,22 | 1.418 | 36,87 | ||||
| 2026-01-16 | 13F | Balboa Wealth Partners | 14.884 | 5,16 | 662 | 6,44 | ||||
| 2026-02-03 | 13F | BHK Investment Advisors, LLC | 10.695 | 476 | ||||||
| 2026-01-15 | 13F | Professional Financial Advisors, LLC | 29.654 | -0,62 | 1.319 | 0,61 | ||||
| 2026-02-06 | 13F | Harmony Asset Management Llc | 17.233 | -2,91 | 766 | -1,67 | ||||
| 2026-02-13 | 13F | J Hagan Capital, Inc. | 31.845 | -9,10 | 1.416 | -7,93 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 7.527.486 | 25,48 | 334.752 | 27,86 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 14.162 | 2,27 | 630 | 3,45 | ||||
| 2026-01-27 | 13F | Latitude Advisors, LLC | 67.391 | 6,53 | 2.997 | 7,85 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 4.363.808 | 16,25 | 194 | 18,29 | ||||
| 2026-02-13 | 13F | Lifeworks Advisors, LLC | 35.481 | 28,09 | 1.578 | 29,69 | ||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 24.936 | 351,17 | 1.109 | 357,85 | ||||
| 2026-01-14 | 13F | Wealthcare Capital Partners, LLC | 27.723 | 21,41 | 1.233 | 22,95 | ||||
| 2026-02-03 | 13F | RWM Asset Management, LLC | 113.229 | -1,30 | 5.087 | 0,97 | ||||
| 2026-02-13 | 13F | Peak Planning Group, LLC | 30.038 | 1.336 | ||||||
| 2025-11-06 | 13F | Wedbush Securities Inc | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Canandaigua National Trust Co of Florida | 32.960 | 1.466 | ||||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 267.805 | 56,22 | 12 | 57,14 | ||||
| 2026-01-07 | 13F | Procyon Private Wealth Partners, LLC | 11.496 | 511 | ||||||
| 2026-01-28 | 13F | Investmark Advisory Group LLC | 208.049 | -1,03 | 9.252 | 0,21 | ||||
| 2026-01-07 | 13F | Hilltop National Bank | 338 | 0,00 | 15 | 7,14 | ||||
| 2026-02-17 | 13F | Colter Lewis Investment Partners LLC | 19.914 | 886 | ||||||
| 2026-02-17 | 13F | DV Trading LLC | 4.400 | 196 | ||||||
| 2025-11-14 | 13F | D. E. Shaw & Co., Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Leigh Baldwin & Co., Llc | 128.096 | 11,48 | 5.696 | 12,88 | ||||
| 2026-01-08 | 13F | Armstrong Advisory Group, Inc | 1.179 | 0,00 | 52 | 1,96 | ||||
| 2026-01-08 | 13F | Fermata Advisors, LLC | 46.801 | 1,51 | 2.081 | 2,77 | ||||
| 2026-01-20 | 13F | Wealthcare Capital Management Llc | 8.067 | -9,91 | 359 | -8,91 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 12.416.934 | 11,41 | 552.181 | 12,81 | ||||
| 2026-01-26 | 13F | Prosperity Financial Group, Inc. | 6.835 | 1,21 | 304 | 2,36 | ||||
| 2026-02-05 | 13F | PCG Wealth Advisors, LLC | 52.797 | 13,77 | 2.348 | 15,16 | ||||
| 2026-01-06 | 13F | WealthCare Investment Partners, LLC | 292.764 | 5,75 | 13.043 | 6,68 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 17.074 | 1,20 | 759 | 2,57 | ||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 517.700 | 2,96 | 23.022 | 4,25 | ||||
| 2026-02-17 | 13F | Lantern Wealth Advisors, LLC | 23.533 | 69,68 | 1.047 | 71,76 | ||||
| 2026-01-16 | 13F | Tempus Wealth Planning, LLC | 36.399 | -12,16 | 1.619 | -11,05 | ||||
| 2026-02-13 | 13F | Harborfront Financial Group LLC | 18.144 | 807 | ||||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 3.643.866 | 9,16 | 162.043 | 10,53 | ||||
| 2026-02-10 | 13F | Marshall & Sterling Wealth Advisors Inc. | 102 | -97,24 | 5 | -97,53 | ||||
| 2025-09-26 | NP | BLUX - Bluemonte Dynamic Total Market ETF | 81 | 3 | ||||||
| 2025-11-13 | 13F | Marshall Wace, Llp | 211.035 | 9.269 | ||||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 165.597 | -8,22 | 7 | 0,00 | ||||
| 2026-02-05 | 13F | Owen LaRue, LLC | 66.577 | -7,11 | 2.961 | -5,94 | ||||
| 2026-02-13 | 13F | Alchemi Wealth, LLC | 79.140 | 3.519 | ||||||
| 2026-02-09 | 13F | Prospera Financial Services Inc | 1.307.483 | 10,22 | 58.151 | 11,60 | ||||
| 2026-02-05 | 13F | Moneywise, Inc. | 112.986 | 5.024 | ||||||
| 2026-02-11 | 13F | Franklin Resources Inc | 4.795 | 0,00 | 213 | 1,43 | ||||
| 2025-11-14 | 13F | Brass Tax Wealth Management, Inc | 302.039 | 13.266 | ||||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 471.317 | 3,93 | 20.959 | 5,24 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 26.878.644 | 94,59 | 1.195.293 | 97,03 | ||||
| 2026-02-27 | 13F | Strategic Investment Solutions, Inc. /IL | 222 | 10 | ||||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 683 | 0,00 | 30 | 3,45 | ||||
| 2026-02-10 | 13F | Sittner & Nelson, Llc | 35.614 | 26,92 | 1.539 | 24,84 | ||||
| 2026-03-05 | 13F | Storen Legacy Partners, LLC | 305.016 | 13.564 | ||||||
| 2025-11-05 | 13F | Moloney Securities Asset Management, LLC | 40.530 | -8,28 | 1.780 | -0,89 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 839.196 | 3,73 | 37.319 | 5,03 | ||||
| 2026-02-05 | 13F | Boulder Wealth Advisors, LLC | 143.890 | 6.399 | ||||||
| 2026-02-09 | 13F | Expressive Wealth LLC | 91.765 | 4.081 | ||||||
| 2026-01-23 | 13F | Avion Wealth | 1.540 | 0 | ||||||
| 2026-01-23 | 13F | Brown Miller Wealth Management, LLC | 19.499 | 4,46 | 867 | 5,86 | ||||
| 2026-01-12 | 13F | Fjell Capital, LLC | 58.831 | -1,25 | 2.616 | 0,00 | ||||
| 2026-02-02 | 13F | Holistic Planning, LLC | 19.014 | -24,41 | 846 | -23,46 | ||||
| 2026-01-30 | 13F | Delta Investment Management, LLC | 103.269 | -4,49 | 4.592 | -3,29 | ||||
| 2026-02-02 | 13F | KPP Advisory Services LLC | 172.694 | 13,27 | 7.680 | 14,68 | ||||
| 2026-02-05 | 13F | Armor Investment Advisors, LLC | 254.863 | -3,72 | 11.334 | -2,51 | ||||
| 2026-02-04 | 13F | Win Advisors, Inc | 41.773 | -1,50 | 1.858 | -0,27 | ||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 473.869 | 38,01 | 21.073 | 39,73 | ||||
| 2026-02-17 | 13F | Per Stirling Capital Management, LLC. | 539.673 | -1,08 | 23.999 | 0,15 | ||||
| 2026-01-21 | 13F | Blue Zone Wealth Advisors, LLC | 13.818 | 12,54 | 614 | 13,91 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 1.715 | 0,00 | 76 | 1,33 | ||||
| 2026-02-02 | 13F | Oppenheimer & Co Inc | 275.165 | 58,92 | 12.237 | 60,92 | ||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 478 | -45,56 | 21 | -44,74 | ||||
| 2026-02-19 | 13F | Birchwood Financial Partners, Inc. | 27.271 | 1.213 | ||||||
| 2026-01-21 | 13F/A | Main Line Retirement Advisors, LLC | 382.257 | -13,00 | 16.999 | -11,91 | ||||
| 2026-01-14 | 13F | Exchange Traded Concepts, Llc | 81 | -39,10 | 4 | -40,00 | ||||
| 2026-01-29 | 13F | Comerica Bank | 76.943 | 67,09 | 3.422 | 69,19 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 12.873.150 | 0,56 | 572.469 | 1,82 | ||||
| 2026-02-02 | 13F | CENTRAL TRUST Co | 65.107 | 7,08 | 2.895 | 8,43 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 145.141 | 17,12 | 6.454 | 18,60 | ||||
| 2026-02-06 | 13F | Synergy Investment Management, LLC | 72.423 | -0,95 | 3.221 | 0,28 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Fairscale Capital, LLC | 1.134 | 0,00 | 50 | 2,04 | ||||
| 2026-02-23 | 13F | Kera Capital Partners, Inc. | 399.599 | -2,67 | 17.766 | -1,47 | ||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 137.030 | 11,12 | 5.763 | 6,43 | ||||
| 2026-02-09 | 13F | Putnam Fl Investment Management Co | 28.029 | -9,84 | 1.246 | -8,72 | ||||
| 2026-02-17 | 13F | Core Wealth Partners LLC | 11.370 | 5,22 | 506 | 6,54 | ||||
| 2026-02-09 | 13F | Strategic Financial Concepts, LLC | 24.835 | 1.104 | ||||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 26.585 | -1,54 | 1.182 | -0,25 | ||||
| 2026-02-12 | 13F | von Borstel & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Atlas Legacy Advisors, LLC | 70.176 | 8,85 | 3.119 | 10,21 | ||||
| 2025-09-26 | NP | BVAL - Bluemonte Large Cap Value ETF | 28 | 1 | ||||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 132.543 | 5.894 | ||||||
| 2026-01-13 | 13F | Mayflower Financial Advisors, LLC | 8.960 | 0,00 | 398 | 1,27 | ||||
| 2026-01-16 | 13F | Weatherly Asset Management L. P. | 14.695 | 0,00 | 653 | 1,24 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 6.476.059 | 20,71 | 287.990 | 22,22 | ||||
| 2025-10-16 | 13F | Kingstone Capital Partners Texas, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Ai Financial Services Llc | 124.188 | 3,86 | 5.523 | 4,58 | ||||
| 2026-01-15 | 13F | Trinity Wealth Management, LLC | 45.350 | 3,35 | 2.017 | 4,62 | ||||
| 2026-01-28 | 13F | Bedel Financial Consulting, Inc. | 281.826 | -1,94 | 12.533 | -0,71 | ||||
| 2026-02-13 | 13F | Tudor Financial Inc. | 12.686 | 11,59 | 564 | 13,03 | ||||
| 2026-02-18 | 13F/A | Pinnacle Financial Partners, Inc. | 16.196 | 720 | ||||||
| 2026-01-14 | 13F | AA Financial Advisors, LLC | 375.012 | 81,96 | 16.677 | 84,24 | ||||
| 2026-01-27 | 13F | Semus Wealth Partners LLC | 8.388 | 373 | ||||||
| 2026-01-15 | 13F | Signature Wealth Management Group | 16.349 | 0,00 | 727 | 1,25 | ||||
| 2026-01-26 | 13F | Ferguson Shapiro LLC | 327.732 | -4,03 | 14.574 | -2,82 | ||||
| 2026-02-17 | 13F | TCG Advisory Services, LLC | 5.773 | 257 | ||||||
| 2026-01-22 | 13F | Apollon Wealth Management, LLC | 245.818 | 16,01 | 10.932 | 17,46 | ||||
| 2026-02-05 | 13F | BlueChip Wealth Advisors LLC | 157.557 | 5,88 | 7.007 | 7,21 | ||||
| 2026-02-09 | 13F | Jefferies Financial Group Inc. | 15.219 | 677 | ||||||
| 2026-01-06 | 13F | Advance Capital Management, Inc. | 842.498 | 0,72 | 37.466 | 1,98 | ||||
| 2026-02-12 | 13F | Timmons Wealth Management, LLC | 72.520 | 3.225 | ||||||
| 2026-02-13 | 13F | Venture Visionary Partners LLC | 101.640 | 74,81 | 4.520 | 77,01 | ||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 500 | 22 | ||||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 12.423.660 | 26,21 | 552.480 | 27,79 | ||||
| 2026-01-21 | 13F | McNamara Financial Services, Inc. | 7.543 | 18,71 | 335 | 20,07 | ||||
| 2026-03-05 | 13F | Worthington Financial Partners, LLC | 76.889 | 3.419 | ||||||
| 2026-02-11 | 13F | Hilton Head Capital Partners, LLC | 145 | 6 | ||||||
| 2026-01-20 | 13F | Cornell Pochily Investment Advisors, Inc. | 5.636 | 0,04 | 251 | 1,21 | ||||
| 2026-02-03 | 13F | Winch Advisory Services, LLC | 1.460 | 0,07 | 65 | 0,00 | ||||
| 2026-02-11 | 13F | Wealthgarden F.s. Llc | 14.868 | -0,86 | 668 | 0,00 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 12.136.612 | 6,70 | 539.715 | 8,03 | ||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 702.065 | 98,22 | 31.221 | 100,71 | ||||
| 2026-01-28 | 13F | Confluence Wealth Services, Inc. | 1.098.989 | 8,46 | 48.872 | 9,82 | ||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 128.090 | 10,29 | 5.696 | 11,69 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 21.534 | 0,26 | 958 | 1,48 | ||||
| 2026-02-06 | 13F | CWS Financial Advisors, LLC | 125.820 | 2,84 | 5.595 | 4,13 | ||||
| 2026-02-17 | 13F | Creative Planning | 45.650 | -3,47 | 2.030 | -2,26 | ||||
| 2026-02-12 | 13F | Gerber Kawasaki Wealth & Investment Management | 776.868 | 1,19 | 34.547 | 2,46 | ||||
| 2026-01-09 | 13F | First Heartland Consultants, Inc. | 35.158 | -25,13 | 1.563 | -24,20 | ||||
| 2026-01-20 | 13F | Alpha Financial Advisors, LLC | 430.933 | 1,31 | 19.164 | 2,58 | ||||
| 2026-01-30 | 13F | Keybank National Association/oh | 5.149 | 229 | ||||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 268.181 | 655,44 | 11.926 | 664,98 | ||||
| 2026-02-02 | 13F | Pines Wealth Management, LLC | 34.003 | 0,14 | 1.512 | 1,41 | ||||
| 2026-01-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 1.000 | 0,00 | 44 | 2,33 | ||||
| 2025-10-08 | 13F | Beacon Financial Group | 300.583 | 21,64 | 13.202 | 31,43 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 651.832 | 15,17 | 28.987 | 16,62 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 6.857.066 | 16,86 | 304.958 | 20,34 | ||||
| 2025-10-17 | 13F | Worth Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Hardworking Capital Advisors, LLC | 17.942 | 798 | ||||||
| 2026-01-28 | 13F | Nicholson Meyer Capital Management, Inc. | 108.155 | 5,17 | 4.810 | 6,49 | ||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 51.034 | 37,68 | 2.269 | 39,46 | ||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 8.448 | 53,60 | 376 | 55,60 | ||||
| 2026-02-10 | 13F | Essex Financial Services, Inc. | 103.898 | 19,06 | 4.620 | 20,56 | ||||
| 2026-01-26 | 13F | Patriot Financial Group Insurance Agency, LLC | 5.069 | 225 | ||||||
| 2026-01-28 | 13F | Cora Capital Advisors Llc | 49.853 | 110,85 | 2.217 | 113,49 | ||||
| 2026-01-05 | 13F | Park Avenue Securities Llc | 30.643 | 13,38 | 1 | 0,00 | ||||
| 2026-01-21 | 13F | Warner Financial, Inc | 49.547 | 16,17 | 2 | 100,00 | ||||
| 2026-02-05 | 13F | ORBA Wealth Advisors, L.L.C. | 15.230 | 0,00 | 677 | 1,35 | ||||
| 2026-02-17 | 13F | Fmr Llc | 4.065 | 344,26 | 181 | 350,00 | ||||
| 2025-11-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Operose Advisors LLC | 3.100 | 0,00 | 138 | 0,74 | ||||
| 2026-01-15 | 13F | Brookstone Capital Management | 172.712 | -6,77 | 7.681 | -5,60 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 313.016 | 18,36 | 13.920 | 19,84 | ||||
| 2026-01-07 | 13F | Lynch & Associates/in | 37.943 | 14,90 | 1.687 | 16,34 | ||||
| 2026-02-09 | 13F | Clear Investment Research, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 7.264 | -52,89 | 323 | -52,29 | ||||
| 2026-01-13 | 13F | LongView Wealth Management | 258.682 | 7,97 | 11.788 | 12,02 | ||||
| 2026-01-20 | 13F | Investment Planning Advisors, Inc. | 72.865 | 2,40 | 3.240 | 3,68 | ||||
| 2026-02-12 | 13F | Titleist Asset Management, Llc | 10.863 | 13,29 | 483 | 14,73 | ||||
| 2026-02-04 | 13F | Midwest Heritage Bank, FSB | 275.708 | -2,71 | 12.261 | -1,49 | ||||
| 2026-01-29 | 13F | UBS Group AG | 5.235.698 | 5,71 | 232.831 | 7,04 | ||||
| 2026-02-10 | 13F | Florida Financial Advisors, Llc | 8.272 | 12,50 | 368 | 13,98 | ||||
| 2026-01-27 | 13F | Security Financial Services, INC. | 23.133 | 52,19 | 1.029 | 54,12 | ||||
| 2026-01-22 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 14.876 | 0,07 | 662 | -2,36 | ||||
| 2025-10-22 | 13F | Gries Financial Llc | 48.212 | 1,85 | 2.117 | 10,03 | ||||
| 2026-02-10 | 13F | NewCorp Financial Services, Inc. | 146.254 | 6.504 | ||||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 176.526 | 4,16 | 7.850 | 5,47 | ||||
| 2026-01-20 | 13F | Accel Wealth Management | 124.520 | 22,69 | 5.537 | 24,23 | ||||
| 2026-01-27 | 13F | 5T Wealth, LLC | 160.928 | 7,38 | 7.154 | 8,69 | ||||
| 2025-10-09 | 13F | U.S. Capital Wealth Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 44.265 | 11,74 | 1.968 | 13,17 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 13.975 | 56,69 | 621 | 58,82 | ||||
| 2026-01-26 | 13F | Northwest Financial Advisors | 16.489 | -2,93 | 733 | -1,74 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 9.000 | -57,94 | 400 | -57,40 | ||||
| 2026-02-17 | 13F | Perennial Investment Advisors, LLC | 142.320 | 15,92 | 6.329 | 17,38 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 212.194 | 15,88 | 9.436 | 17,33 | ||||
| 2026-01-16 | 13F | Armstrong, Fleming & Moore, Inc | 50.028 | 0,42 | 2.225 | 1,65 | ||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 1.802.258 | 19,35 | 80.146 | 20,84 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 2.153.080 | 55,47 | 89.417 | 55,47 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 33 | 1 | ||||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 53.126 | 133,67 | 2.363 | 136,67 | ||||
| 2026-02-05 | 13F | Plante Moran Financial Advisors, LLC | 2.200 | -18,67 | 98 | -17,80 | ||||
| 2025-11-14 | 13F | Eqis Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | FinDec Wealth Services, Inc. | 5.935 | -2,03 | 264 | -1,13 | ||||
| 2026-02-05 | 13F | Duncan Williams Asset Management, LLC | 9.392 | 9,03 | 404 | 6,61 | ||||
| 2026-02-02 | 13F | PKS Advisory Services, LLC | 77.100 | 30,33 | 3.429 | 31,95 | ||||
| 2026-01-26 | 13F | Adelphi Trust Co | 8.622 | 383 | ||||||
| 2026-02-03 | 13F | Koshinski Asset Management, Inc. | 169.839 | 6,05 | 7.553 | 7,36 | ||||
| 2026-02-17 | 13F | Blueprint Investment Partners LLC | 73.430 | 50,39 | 3.265 | 52,29 | ||||
| 2026-01-30 | 13F | Barnes Pettey Financial Advisors, Llc | 808.580 | 2,76 | 35.957 | 4,05 | ||||
| 2026-02-10 | 13F | IAG Wealth Partners, LLC | 257 | 0,00 | 11 | 0,00 | ||||
| 2026-02-10 | 13F | Calton & Associates, Inc. | 126.702 | 5.634 | ||||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 3.578 | 439,67 | 159 | 448,28 | ||||
| 2026-02-12 | 13F | Wood Tarver Financial Group, LLC | 77.039 | 7,42 | 3 | 0,00 | ||||
| 2026-02-13 | 13F | Kilter Group LLC | 275 | 12 | ||||||
| 2026-01-07 | 13F | TrueWealth Advisors, LLC | 6.212 | -3,72 | 276 | -2,47 | ||||
| 2026-02-09 | 13F | Bleakley Financial Group, LLC | 149.336 | -2,98 | 6.641 | -1,78 |
