Grundlæggende statistik
| Institutionelle ejere | 283 total, 282 long only, 0 short only, 1 long/short - change of 10,00% MRQ |
| Gennemsnitlig porteføljeallokering | 0.6154 % - change of -3,45% MRQ |
| Institutionelle aktier (lange) | 49.404.967 (ex 13D/G) - change of 4,81MM shares 10,68% MRQ |
| Institutionel værdi (lang) | $ 1.121.712 USD ($1000) |
Institutionelt ejerskab og aktionærer
Dimensional ETF Trust - Dimensional US Real Estate ETF (US:DFAR) har 283 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 49,404,967 aktier. Største aktionærer omfatter Colony Group, LLC, HighTower Advisors, LLC, Prudential Financial Inc, Elwood & Goetz Wealth Advisory Group, LLC, Root Financial Partners, LLC, Vise Technologies, Inc., Moisand Fitzgerald Tamayo, LLC, RAM Investment Partners, LLC, Great Oak Capital Partners, Llc, and Rather & Kittrell, Inc. .
Dimensional ETF Trust - Dimensional US Real Estate ETF (ARCA:DFAR) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of April 24, 2026 is 25,43 / share. Previously, on April 28, 2025, the share price was 23,03 / share. This represents an increase of 10,42% 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
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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-03 | 13F | Arcadia Wealth Management, LLC | 54.095 | -1,71 | 1.239 | -5,64 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 388.192 | 140,09 | 10.013 | 170,48 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 9.442 | 223 | ||||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 81.375 | -47,30 | 1.864 | -49,42 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 389.654 | 3,21 | 9.215 | 6,58 | ||||
| 2026-04-14 | 13F | Approach Retirement Advisors, LLC | 31.815 | -1,36 | 752 | 1,90 | ||||
| 2026-02-17 | 13F | Redwood Park Advisors LLC | 58.843 | 79,87 | 1.348 | 72,69 | ||||
| 2026-02-02 | 13F | Vantage Point Financial LLC | 51.357 | -6,81 | 1.176 | -10,50 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Rockwood Wealth Management, LLC | 166.799 | -4,80 | 3.820 | -8,59 | ||||
| 2026-01-26 | 13F | XY Planning Network, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Arcadia Wealth Management, Inc. | 177.609 | 7,45 | 4.067 | 3,17 | ||||
| 2026-01-21 | 13F | SJS Investment Consulting Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 28.987 | 163,21 | 664 | 153,05 | ||||
| 2026-01-27 | 13F | PFG Advisors | 116.314 | 11,19 | 2.664 | 6,73 | ||||
| 2026-02-06 | 13F | Ruedi Wealth Management, Inc. | 165.232 | -1,03 | 3.784 | -4,95 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 958.787 | 73,11 | 21.957 | 66,23 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 27.964 | 9,39 | 640 | 5,09 | ||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 718 | 0,00 | 16 | -5,88 | ||||
| 2026-01-15 | 13F | Clg Llc | 17.548 | -1,12 | 402 | -5,20 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 54.632 | 49,75 | 1.292 | 54,73 | ||||
| 2026-01-27 | 13F | Elevate Wealth Advisory, Inc | 17.499 | -2,31 | 401 | -6,32 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-10 | 13F | Jfs Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 90 | 2 | ||||||
| 2026-04-16 | 13F | GEN Financial Management, INC. | 21.966 | 520 | ||||||
| 2026-02-06 | 13F | Summit Wealth Group, LLC | 105.417 | 1,99 | 2.414 | -2,07 | ||||
| 2025-11-14 | 13F | Citadel Advisors Llc | Call | 0 | -100,00 | 0 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 583 | 0,00 | 13 | 0,00 | ||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 27.544 | 3,56 | 651 | 6,90 | ||||
| 2026-02-04 | 13F | Austin Asset Management Co Inc | 22.600 | 0,00 | 518 | -4,08 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 1.000 | 23 | ||||||
| 2026-02-13 | 13F | Strathmore Capital Advisors, Inc. | 126.643 | 6,86 | 2.900 | 2,62 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 12.022 | -3,26 | 275 | -7,09 | ||||
| 2026-02-12 | 13F | Trailhead Planners LLC | 85.101 | 1.949 | ||||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 7.154 | 0,00 | 164 | -4,12 | ||||
| 2026-01-29 | 13F | Aprio Wealth Management, LLC | 148.299 | 3,56 | 3.396 | -0,56 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 125.094 | 6,61 | 2.865 | 2,36 | ||||
| 2026-04-15 | 13F | marrick wealth, LLC | 37.452 | 0,33 | 886 | 3,63 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 26.703 | 0,92 | 612 | -3,17 | ||||
| 2026-02-06 | 13F | VSM Wealth Advisory, LLC | 451 | 0,00 | 10 | 0,00 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 401.108 | 0,10 | 9.486 | 3,38 | ||||
| 2026-04-23 | 13F | Guardian Wealth Management, LLC | 42.066 | -7,66 | 995 | -4,70 | ||||
| 2026-04-08 | 13F | Pioneer Wealth Management Group | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 15.443 | -4,16 | 354 | -8,07 | ||||
| 2026-04-08 | 13F | Wealth Advisors Northwest LLC | 11.827 | 0,87 | 280 | 4,10 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 55.497 | 0,50 | 1.313 | 3,80 | ||||
| 2026-04-13 | 13F | Bannerman Wealth Management Group, Llc | 157.826 | 7,59 | 3.733 | 11,10 | ||||
| 2026-02-04 | 13F | Heritage Wealth Management, Inc. /CA/ | 37.692 | 1,64 | 863 | -2,38 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 13.188 | -10,87 | 302 | -10,12 | ||||
| 2026-04-22 | 13F | Applied Capital LLC | 99.658 | 3,99 | 2.357 | 7,38 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 9.807 | 225 | ||||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 17.651 | 0,00 | 404 | -3,81 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 5.130 | 0,00 | 117 | -4,10 | ||||
| 2026-04-14 | 13F | Global Trust Wealth Management LLC | 16.692 | -9,70 | 395 | -6,86 | ||||
| 2026-02-11 | 13F | Sunrise Financial Services, LLC | 521 | 12 | ||||||
| 2025-11-06 | 13F | Asset Planning Corporation | 223.428 | 3,00 | 5.329 | 4,72 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 90 | 0,00 | 2 | 0,00 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 15.789 | 2,22 | 362 | -1,90 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 49.791 | 4,16 | 1.140 | 0,00 | ||||
| 2026-04-15 | 13F | Fmb Wealth Management | 94.317 | 7,22 | 2.231 | 10,72 | ||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 29.021 | 47,01 | 665 | 41,28 | ||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 136.191 | 14,52 | 3.221 | 18,25 | ||||
| 2026-01-29 | 13F | Comerica Bank | 1.178 | 0,00 | 27 | -7,14 | ||||
| 2026-02-11 | 13F | CNB Bank | 1.370 | 0,00 | 31 | -3,12 | ||||
| 2026-02-17 | 13F | D. E. Shaw & Co., Inc. | 16.623 | 381 | ||||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 219.517 | 8,82 | 5.027 | 4,49 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 87.820 | 20,85 | 2.011 | 16,04 | ||||
| 2026-02-13 | 13F | Wealth Dimensions Group, Ltd. | 648.822 | 14,45 | 14.859 | 9,90 | ||||
| 2026-02-13 | 13F | American Investment Services, Inc. | 23.692 | -2,62 | 543 | -6,55 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 423.777 | 4,57 | 9.705 | 0,41 | ||||
| 2026-02-02 | 13F | Vawter Financial, Ltd. | 52.616 | -8,46 | 1.205 | -12,12 | ||||
| 2026-01-16 | 13F | Red Lighthouse Investment Management, Llc | 46.180 | 0,00 | 1.058 | -4,00 | ||||
| 2026-02-02 | 13F | Eq Wealth Advisors, Llc | 3.365 | 77 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 92.779 | -29,00 | 2.236 | -25,94 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 687.487 | 5,30 | 15.744 | 1,11 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 15.490 | -57,66 | 355 | -59,40 | ||||
| 2026-04-15 | 13F | Andrews, Lucia Wealth Management Llc | 92.510 | 13,94 | 2.188 | 17,64 | ||||
| 2026-02-11 | 13F | United Wealth Management, LLC | 524.020 | 5,46 | 12.001 | 1,27 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 62.296 | 3,14 | 1.473 | 6,51 | ||||
| 2026-04-22 | 13F | Citrine Capital LLC | 186.754 | 4,01 | 4.417 | 7,42 | ||||
| 2026-01-22 | 13F | Jackson Thornton Asset Management, Llc | 428.390 | 14,60 | 9.896 | 12,79 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 16.426 | 2,37 | 379 | -0,79 | ||||
| 2026-01-26 | 13F | Greenwood Capital Associates Llc | 30.896 | 32,67 | 708 | 27,39 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 64.317 | -34,90 | 1.473 | -37,52 | ||||
| 2026-02-12 | 13F | Wescott Financial Advisory Group, LLC | 10.439 | 0,00 | 239 | -3,63 | ||||
| 2026-01-21 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 2.375.621 | 8,06 | 54.405 | 3,76 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Curio Wealth, Llc | 267.970 | 10,14 | 6.153 | 6,03 | ||||
| 2026-02-27 | 13F | Strategic Investment Solutions, Inc. /IL | 34.522 | -16,91 | 791 | -20,20 | ||||
| 2026-02-13 | 13F | Burton Enright Welch | 674.979 | 7,21 | 15.458 | 2,94 | ||||
| 2026-01-28 | 13F | EnRich Financial Partners LLC | 13.015 | 7,21 | 298 | 3,11 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 86.316 | 8,19 | 1.977 | 3,95 | ||||
| 2026-02-10 | 13F | Sittner & Nelson, Llc | 877 | 0,00 | 21 | 5,00 | ||||
| 2026-02-19 | 13F | Aznar Financial Advisors, LLC | 49.529 | 1.134 | ||||||
| 2026-04-02 | 13F | Aspect Partners, LLC | 4.925 | 0,00 | 116 | 3,57 | ||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 1.697 | 0,00 | 39 | -5,00 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 213.268 | 5,73 | 4.988 | 4,57 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 525 | 12 | ||||||
| 2026-02-13 | 13F | Seneschal Advisors, LLC | 200.775 | 5,53 | 4.598 | 1,32 | ||||
| 2026-02-20 | 13F | Capstone Wealth Management, Inc. | 17.437 | 397 | ||||||
| 2026-02-10 | 13F | Financial Harvest, LLC | 269.637 | 12,08 | 6.175 | 7,63 | ||||
| 2026-04-07 | 13F | GK Wealth Management LLC | 88.063 | 2.051 | ||||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 19.564 | 49,77 | 463 | 54,52 | ||||
| 2026-01-29 | 13F | Porter White Investment Advisors, Inc. | 45.014 | 4,56 | 1.031 | 0,39 | ||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 39.322 | -48,18 | 948 | -45,92 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 133 | 0,00 | 3 | 0,00 | ||||
| 2026-02-12 | 13F | Betterment LLC | 354.442 | 1,82 | 8 | 0,00 | ||||
| 2026-02-09 | 13F | Arista Wealth Management, LLC | 10.117 | 1,27 | 232 | -2,94 | ||||
| 2026-01-29 | 13F | UBS Group AG | 3.430 | -84,29 | 79 | -85,00 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 1.396 | -89,98 | 33 | -89,66 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 728 | 17 | ||||||
| 2026-02-10 | 13F | TAGStone Capital, Inc. | 37.246 | -15,20 | 853 | -18,62 | ||||
| 2026-04-22 | 13F | Yoder Wealth Management, Inc. | 19.948 | 2,56 | 472 | 5,84 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 125.831 | 15,94 | 2.976 | 19,72 | ||||
| 2026-01-26 | 13F | DBK Financial Counsel, LLC | 25.770 | 0,00 | 590 | -3,91 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 605.073 | 25,58 | 13.857 | 20,58 | ||||
| 2026-04-23 | 13F | Johnson Wealth Management, LLC | 126.343 | 5,07 | 2.988 | 8,54 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 2.300 | 0,00 | 54 | 3,85 | ||||
| 2026-02-05 | 13F | Disciplined Investments, LLC | 151.897 | 9,93 | 3.479 | 5,55 | ||||
| 2026-04-13 | 13F | Cypress Point Wealth Management, LLC | 13.100 | 310 | ||||||
| 2026-02-05 | 13F | Pinnacle Financial Group, LLC / IL | 259.342 | 1,41 | 5.939 | -2,62 | ||||
| 2026-02-13 | 13F | Chevy Chase Trust Holdings, Inc. | 9.953 | 0,00 | 228 | -4,22 | ||||
| 2026-04-07 | 13F | Five Oceans Advisors | 18.861 | 3,41 | 446 | 6,95 | ||||
| 2026-02-11 | 13F | Dodds Wealth, LLC | 10.315 | 0,00 | 236 | -4,07 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-21 | 13F | Walkner Condon Financial Advisors LLC | 8.800 | -49,64 | 202 | -51,68 | ||||
| 2026-02-17 | 13F | Creative Planning | 78.262 | -3,11 | 1.792 | -6,96 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 54.416 | 1.246 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Crestmont Private Wealth LLC | 330.287 | -0,70 | 7.564 | -4,66 | ||||
| 2026-02-13 | 13F | Fidato Wealth LLC | 523.417 | 6,68 | 11.987 | 2,43 | ||||
| 2026-04-23 | 13F | Dupree Financial Group, LLC | 13.497 | -3,85 | 319 | -0,62 | ||||
| 2026-02-12 | 13F | Burk Holdings LLC | 141.338 | 30,22 | 3.237 | 25,04 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 694.952 | -7,31 | 16.436 | -4,28 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 353 | 0,00 | 8 | 0,00 | ||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 12.940 | 22,13 | 306 | 26,45 | ||||
| 2026-04-08 | 13F | Lakeridge Wealth Management LLC | 32.793 | 3,16 | 776 | 6,60 | ||||
| 2026-04-21 | 13F | SpringVest Wealth Management LLC | 25.159 | 5,99 | 595 | 9,58 | ||||
| 2026-02-13 | 13F | Prudential Financial Inc | 2.454.700 | -1,41 | 56.213 | -5,34 | ||||
| 2026-02-23 | 13F | McMill Wealth Management | 10.179 | 13,77 | 205 | -3,76 | ||||
| 2026-02-02 | 13F | Pillar Financial Advisors, LLC | 312.893 | 14,16 | 7.166 | 9,61 | ||||
| 2026-01-08 | 13F | Hutchens & Kramer Investment Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Bayshore Asset Management, Llc | 13.971 | 0,00 | 330 | 3,45 | ||||
| 2026-02-13 | 13F | Pinney & Scofield, Inc. | 373.392 | 11,99 | 8.551 | 7,53 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 39.918 | 0,03 | 914 | -3,89 | ||||
| 2026-01-26 | 13F | Oceanside Advisors LLC | 222.202 | 4,79 | 5.089 | 0,61 | ||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 3.231 | -29,02 | 74 | -32,41 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 54.040 | 7,43 | 1.303 | 13,21 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 3.614 | 34,45 | 85 | 39,34 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 183.188 | -4,34 | 4.332 | -1,21 | ||||
| 2026-04-10 | 13F | Great Oak Capital Partners, Llc | 1.055.675 | 4,98 | 25.948 | 12,49 | ||||
| 2026-01-13 | 13F | CPA Asset Management LLC | 14.454 | 3,12 | 331 | -0,90 | ||||
| 2026-02-03 | 13F | Anfield Capital Management, LLC | 278 | 0,00 | 6 | 0,00 | ||||
| 2026-02-02 | 13F | TCI Wealth Advisors, Inc. | 16.659 | 3,91 | 382 | -0,26 | ||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 997 | -12,85 | 23 | -18,52 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 1.041 | 0,00 | 24 | -4,17 | ||||
| 2026-01-30 | 13F | Rachor Investment Advisory Services, LLC | 177.039 | 4.054 | ||||||
| 2026-02-12 | 13F | Tillman Hartley LLC | 119.205 | 33,86 | 2.730 | 28,54 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 214.197 | 3,98 | 5.066 | 7,38 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 15.265 | -5,20 | 361 | -1,90 | ||||
| 2026-02-10 | 13F | Greenspring Advisors, LLC | 16.406 | 376 | ||||||
| 2026-04-14 | 13F | Arnold Financial Planning LLC | 19.228 | 3,48 | 455 | 6,82 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 9.667 | 0,22 | 229 | 3,64 | ||||
| 2026-02-06 | 13F | Forum Private Client Group LLC | 43.212 | -1,84 | 990 | -5,72 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 19.908 | 456 | ||||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | JMG Financial Group, Ltd. | 66.832 | 1,60 | 1.531 | -2,42 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 2.281 | -68,32 | 53 | -69,01 | ||||
| 2026-04-14 | 13F | Builder Investment Group Inc /adv | 118.964 | -3,03 | 2.814 | 0,14 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 15.990 | 0,11 | 378 | 3,56 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 14.107 | 5,80 | 323 | 1,57 | ||||
| 2026-04-21 | 13F | BCU Wealth Advisors, LLC | 170.039 | -1,32 | 4.021 | 1,90 | ||||
| 2026-02-13 | 13F | Ariadne Wealth Management, LP | 46.502 | -36,68 | 1.145 | -33,26 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Call | 76.200 | 1.745 | |||||
| 2026-02-17 | 13F | Quadrature Capital Ltd | 60.091 | 1.376 | ||||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Put | 60.300 | 1.381 | |||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 16.492 | -15,62 | 390 | -12,75 | ||||
| 2026-04-09 | 13F | Allodium Investment Consultants, LLC | 12.181 | 0,06 | 288 | 3,60 | ||||
| 2026-01-26 | 13F | WorthPointe, LLC | 16.305 | -22,88 | 373 | -25,99 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 1.039 | 78,22 | 24 | 76,92 | ||||
| 2026-02-03 | 13F | Diversify Wealth Management, Llc | 187.732 | -8,61 | 4.377 | -8,47 | ||||
| 2026-02-19 | 13F | Professional Financial Solutions Llc /adv | 137.730 | 3.154 | ||||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 10.232 | 236 | ||||||
| 2026-02-17 | 13F | Stokes Family Office, LLC | 262.910 | 1,65 | 6.021 | -2,40 | ||||
| 2026-02-17 | 13F | Ballast Financial Advisors LLC | 46.597 | 1.067 | ||||||
| 2026-02-04 | 13F | LRI Investments, LLC | 352.787 | 35,33 | 8.079 | 29,95 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 10.793 | -3,41 | 255 | 0,00 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 8.806 | 0,00 | 208 | 3,48 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 226 | 0,44 | 5 | 0,00 | ||||
| 2026-02-10 | 13F | Ritter Daniher Financial Advisory LLC / DE | 7 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | Entrewealth, Llc | 26.775 | -15,44 | 644 | -14,83 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 503 | -39,18 | 12 | -42,11 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 160.500 | 0,11 | 3.796 | 3,38 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 1.444.596 | 6,33 | 34.165 | 9,81 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 24.425 | 585 | ||||||
| 2026-02-12 | 13F | Triumph Capital Management | 24 | 1 | ||||||
| 2026-01-28 | 13F | Rather & Kittrell, Inc. | 1.009.694 | 10,49 | 23.123 | 6,09 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 277.161 | 22,78 | 6.347 | 17,91 | ||||
| 2026-02-03 | 13F | Strategic Wealth Advisors LLC | 165.957 | 4 | ||||||
| 2026-02-13 | 13F | Satovsky Asset Management Llc | 422.647 | 2,31 | 9.679 | -1,76 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 2.117.477 | 10,91 | 50.078 | 14,53 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 356 | 0,00 | 0 | |||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 852.933 | 131,49 | 19.533 | 122,29 | ||||
| 2026-02-17 | 13F | Donalies Financial Planning, LLC | 9.920 | 227 | ||||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 196.935 | 1.533,64 | 4.510 | 1.471,43 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 1.157 | 0,26 | 26 | -3,70 | ||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 34.575 | -0,21 | 792 | -3,89 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 68.474 | -13,04 | 1.619 | -10,21 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 164.072 | -2,51 | 3.757 | -6,38 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 42.343 | -5,92 | 970 | -9,69 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 0 | 0 | ||||||
| 2025-11-10 | 13F | Tableaux Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 12.128 | -13,56 | 287 | -10,90 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 1.083 | 0,19 | 26 | 4,17 | ||||
| 2026-04-22 | 13F | Vannoy Advisory Group, Inc. | 282.335 | 1,53 | 6.677 | 4,85 | ||||
| 2026-04-21 | 13F | Maseco Llp | 5.366 | 0,00 | 127 | 3,28 | ||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 74.624 | -1,67 | 1.765 | -1,45 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 1.696.565 | 0,00 | 38.853 | 0,00 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 48.068 | 1,18 | 1.137 | 4,51 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 106.687 | -29,56 | 2.443 | 81.333,33 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 12.304 | -0,30 | 291 | 2,84 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 163.162 | 4,03 | 3.737 | -0,11 | ||||
| 2026-04-22 | 13F | First Financial Group Corp | 66.787 | -0,85 | 1.580 | 2,40 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 11.115 | 0,00 | 263 | 3,15 | ||||
| 2026-01-22 | 13F | CarsonAllaria Wealth Management, Ltd. | 104.814 | 3,68 | 2.400 | -0,41 | ||||
| 2026-02-13 | 13F | WPWealth LLP | 50.446 | 1,05 | 1.155 | -2,94 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 28.022 | -18,05 | 641 | -21,35 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 97.343 | -29,27 | 2.229 | -31,58 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 314.590 | 3,83 | 7.440 | 7,24 | ||||
| 2026-02-11 | 13F | M Holdings Securities, Inc. | 178.392 | 361,35 | 4 | |||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 85.706 | 5,60 | 1.963 | 1,40 | ||||
| 2026-02-17 | 13F | Note Advisors, LLC | 91.782 | 6,63 | 2.165 | 5,51 | ||||
| 2026-01-23 | 13F | Warburton Capital Management, LLC | 122.880 | 20,81 | 3 | 0,00 | ||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 27.988 | 0,00 | 641 | -4,19 | ||||
| 2025-10-27 | 13F | PBMares Wealth Management LLC | 215.273 | 10,28 | 5.134 | 12,12 | ||||
| 2026-01-28 | 13F | Wealth Management Nebraska | 16.615 | 7,76 | 381 | 3,54 | ||||
| 2026-02-09 | 13F | Frazier Financial Advisors, LLC | 5.914 | 0,00 | 135 | -4,26 | ||||
| 2026-04-22 | 13F | Straight Path Wealth Management | 322.096 | 11,67 | 7.618 | 15,32 | ||||
| 2026-01-26 | 13F | Grand Wealth Management, Llc | 189.181 | 13,26 | 4.332 | 8,76 | ||||
| 2026-04-10 | 13F | Claris Advisors, Llc / Mo / | 8.713 | 206 | ||||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 403.226 | 9,32 | 9.234 | 4,97 | ||||
| 2025-11-14 | 13F | Bank Of America Corp /de/ | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Legacy Financial Group, Inc. | 202.506 | 0,55 | 4.638 | -3,46 | ||||
| 2025-11-12 | 13F | Willow Creek Wealth Management Inc. | 391.044 | 1,28 | 9.326 | 2,96 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 9.505 | -37,09 | 218 | -39,72 | ||||
| 2026-02-04 | 13F | Timonier Family Office, LTD. | 406.986 | 5,88 | 9.320 | 1,67 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 113.720 | -20,66 | 2.604 | -23,82 | ||||
| 2026-01-28 | 13F | Pacific Asset Management, LLC | 87.743 | 4,73 | 2.009 | 0,55 | ||||
| 2026-02-09 | 13F | Weinberger Asset Management, Inc | 56.609 | 1,40 | 1.296 | -2,63 | ||||
| 2026-02-13 | 13F | Monograph Wealth Advisors, Llc | 25.460 | 1,13 | 583 | -2,83 | ||||
| 2026-01-27 | 13F | Sterling Financial Planning, Inc. | 47.726 | 2,64 | 1.093 | -1,44 | ||||
| 2026-04-16 | 13F | JDH Wealth Management, LLC | 10.174 | -15,32 | 241 | -12,73 | ||||
| 2026-04-20 | 13F | Verisail Partners, LLC | 8.948 | 0,00 | 212 | 3,43 | ||||
| 2026-02-06 | 13F | Ferguson Johnson Wealth Management Inc | 80.139 | 2 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 11.336 | -0,49 | 268 | 3,08 | ||||
| 2026-01-26 | 13F | Frankly Finances, LLC | 24.493 | 561 | ||||||
| 2026-01-28 | 13F | Core Wealth Management, Inc. | 477.897 | 1,96 | 10.944 | -2,09 | ||||
| 2026-04-21 | 13F | Stolz & Associates, Ps | 32.405 | 4,31 | 823 | 15,75 | ||||
| 2026-04-08 | 13F | Infinity Wealth Counsel, LLC | 55.318 | 2,44 | 1.308 | 5,83 | ||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 68.418 | -0,71 | 1.618 | 2,53 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 153 | 0,00 | 4 | 0,00 | ||||
| 2026-04-08 | 13F | Wealthspan Partners, Llc | 12.887 | -1,60 | 305 | 1,67 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 34 | 0,00 | 1 | |||||
| 2026-02-09 | 13F | Heritage Wealth Management, Inc./Texas | 10.134 | -2,33 | 232 | -6,07 | ||||
| 2026-04-07 | 13F | Dwr Wealth Management, Llc | 88.063 | 66,21 | 2.051 | 67,62 | ||||
| 2026-01-29 | 13F | Brown Financial Advisory | 119.825 | -17,66 | 2.744 | -20,92 | ||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Two Sigma Investments, Lp | 692.700 | 15.864 | ||||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 10.428 | 4,61 | 247 | 7,89 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 2.575.478 | 8,26 | 58.982 | 3,95 | ||||
| 2025-11-14 | 13F | Northern Trust Corp | 0 | -100,00 | 0 | |||||
| 2025-11-06 | 13F | Fundamentun, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-09 | 13F | Diversified Portfolios, Inc. | 42.560 | -11,88 | 975 | -15,38 | ||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 19.356 | -12,01 | 443 | -15,46 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 59.200 | -8,92 | 1.400 | -5,91 | ||||
| 2026-04-22 | 13F | Hurlow Wealth Management Group, Inc. | 163.937 | 27,76 | 3.877 | 31,96 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 3.803.617 | 3,28 | 87.107 | -0,83 | ||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 1.916 | 0,00 | 44 | -4,44 | ||||
| 2026-04-14 | 13F | Onyx Financial Advisors, LLC | 413.239 | 10,48 | 9.773 | 14,09 | ||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 4.215 | 0,00 | 97 | -4,00 | ||||
| 2026-02-05 | 13F | Blume Capital Management, Inc. | 4.361 | 0,00 | 100 | -4,81 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 45.981 | 1,31 | 1.087 | 4,62 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 66.302 | 173,48 | 1.574 | 183,60 | ||||
| 2026-04-23 | 13F | Bridge Generations Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 521.934 | -51,66 | 11.953 | -53,58 | ||||
| 2026-01-29 | 13F | DecisionPoint Financial, LLC | 187.371 | -22,79 | 4.291 | -25,98 | ||||
| 2026-02-09 | 13F | Hutchinson Capital Management/ca | 9.968 | 0,00 | 228 | -3,80 | ||||
| 2026-02-11 | 13F | RAM Investment Partners, LLC | 1.355.398 | 3,08 | 31.040 | -1,02 | ||||
| 2026-01-30 | 13F | Exencial Wealth Advisors, Llc | 489.628 | 0,74 | 11.213 | -3,27 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 41.098 | 101,28 | 1 | |||||
| 2026-04-10 | 13F | Melfa Wealth Management, Llc | 17.529 | -1,13 | 415 | 1,97 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 10.509 | 2,89 | 249 | 1,22 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 33.160 | -13,35 | 784 | -10,50 | ||||
| 2026-02-17 | 13F | Awm Capital, Llc | 254.990 | 4,35 | 5.840 | 0,21 | ||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 49 | 0,00 | 1 | 0,00 | ||||
| 2026-02-02 | 13F | Integrity Wealth Solutions LLC | 195.054 | 11,64 | 4.467 | 7,18 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 25.014 | 0,00 | 573 | 0,00 | ||||
| 2026-04-22 | 13F | Aegis Wealth Management LLC | 31.776 | 9,00 | 752 | 12,59 | ||||
| 2026-01-16 | 13F | Legacy Capital Wealth Partners, LLC | 27.539 | -17,54 | 631 | -20,85 | ||||
| 2026-02-09 | 13F | Flagstone Financial Management | 21.166 | 0,00 | 485 | -3,97 | ||||
| 2026-01-23 | 13F | Bridgewater Advisors Inc. | 177.918 | -67,26 | 4.197 | -66,77 | ||||
| 2026-02-10 | 13F | North Berkeley Wealth Management, LLC | 167.397 | 3.834 | ||||||
| 2026-02-10 | 13F | BKD Wealth Advisors, LLC | 65.752 | -22,10 | 1.506 | -25,24 |
