Grundlæggende statistik
| Institutionelle ejere | 288 total, 287 long only, 0 short only, 1 long/short - change of 11,92% MRQ |
| Gennemsnitlig porteføljeallokering | 0.6049 % - change of -4,10% MRQ |
| Institutionelle aktier (lange) | 49.376.954 (ex 13D/G) - change of 4,00MM shares 8,80% MRQ |
| Institutionel værdi (lang) | $ 1.105.179 USD ($1000) |
Institutionelt ejerskab og aktionærer
Dimensional ETF Trust - Dimensional US Real Estate ETF (US:DFAR) har 288 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 49,376,954 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 16, 2026 is 25,40 / share. Previously, on April 17, 2025, the share price was 22,92 / share. This represents an increase of 10,82% 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 | ||||
| 2026-01-15 | 13F | Vannoy Advisory Group, Inc. | 278.088 | 6,69 | 6.369 | 2,45 | ||||
| 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 | ||||
| 2026-01-29 | 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 | |||||
| 2026-02-05 | 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 | ||||
| 2026-01-21 | 13F | Sowell Financial Services LLC | 47.508 | 10,97 | 1.088 | 6,46 | ||||
| 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 | ||||
| 2026-01-23 | 13F | Fonville Wealth Management LLC | 19.545 | -3,78 | 448 | -7,64 | ||||
| 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 | ||||
| 2025-10-21 | 13F | Foundation Wealth Management, LLC\PA | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Citadel Advisors Llc | Call | 0 | -100,00 | 0 | ||||
| 2026-01-28 | 13F | First Financial Group Corp | 67.362 | -1,27 | 1.543 | -5,22 | ||||
| 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 | ||||
| 2026-04-08 | 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 | ||||
| 2026-01-27 | 13F | Forum Financial Management, LP | 400.711 | -0,21 | 9.177 | -4,19 | ||||
| 2026-01-20 | 13F | Guardian Wealth Management, LLC | 45.554 | 1.043 | ||||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 9.807 | 225 | ||||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 90 | 0,00 | 2 | 0,00 | ||||
| 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 | ||||
| 2026-02-17 | 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 | ||||
| 2026-01-29 | 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 | ||||
| 2026-01-08 | 13F | Bayshore Asset Management, Llc | 13.971 | 1,56 | 320 | -2,74 | ||||
| 2025-10-22 | 13F | Sterling Wealth Advisors Inc | 0 | -100,00 | 0 | |||||
| 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 | ||||
| 2026-01-30 | 13F | BCU Wealth Advisors, LLC | 172.306 | 10,50 | 3.946 | 6,13 | ||||
| 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 | ||||
| 2026-01-22 | 13F | Squire Investment Management Company, LLC | 118.923 | 9,58 | 2.723 | 5,22 | ||||
| 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 | ||||
| 2026-02-06 | 13F | Stolz & Associates, Ps | 31.065 | 711 | ||||||
| 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 | ||||
| 2026-02-10 | 13F | Bridge Generations Wealth Management Llc | 2.867 | 0,00 | 66 | -4,41 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 1.396 | -89,98 | 33 | -89,66 | ||||
| 2026-01-15 | 13F | RCS Financial Planning, LLC | 68.909 | 0,40 | 1.578 | -3,55 | ||||
| 2026-02-11 | 13F | Johnson Wealth Management, LLC | 120.241 | 2.754 | ||||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 728 | 17 | ||||||
| 2026-01-23 | 13F | SpringVest Wealth Management LLC | 23.738 | -11,44 | 544 | -15,02 | ||||
| 2026-01-29 | 13F | UMA Financial Services, Inc. | 12.341 | 3,25 | 283 | -1,05 | ||||
| 2026-02-10 | 13F | TAGStone Capital, Inc. | 37.246 | -15,20 | 853 | -18,62 | ||||
| 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 | ||||
| 2026-02-05 | 13F | Disciplined Investments, LLC | 151.897 | 9,93 | 3.479 | 5,55 | ||||
| 2026-04-13 | 13F | Cypress Point Wealth Management, LLC | 13.100 | 310 | ||||||
| 2026-02-04 | 13F | Summit Wealth Group Llc / Co | 191.499 | 4.386 | ||||||
| 2026-02-05 | 13F | Pinnacle Financial Group, LLC / IL | 259.342 | 1,41 | 5.939 | -2,62 | ||||
| 2026-01-20 | 13F | Global Trust Asset Management, LLC | 2.300 | -26,89 | 53 | -30,67 | ||||
| 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 | ||||
| 2026-01-22 | 13F | Apollon Wealth Management, LLC | 65.000 | -7,14 | 1.489 | -10,84 | ||||
| 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 | ||||
| 2026-02-12 | 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 | ||||
| 2025-10-24 | 13F | Hemington Wealth Management | 465.050 | 3,77 | 11 | 10,00 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 353 | 0,00 | 8 | 0,00 | ||||
| 2026-04-08 | 13F | Lakeridge Wealth Management LLC | 32.793 | 3,16 | 776 | 6,60 | ||||
| 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 | |||||
| 2026-02-13 | 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 | ||||
| 2026-01-29 | 13F | Dupree Financial Group, LLC | 14.038 | -2,88 | 321 | -6,69 | ||||
| 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 | ||||
| 2026-02-09 | 13F | Clune & Associates, Ltd. | 78.742 | 63,96 | 1.803 | 57,47 | ||||
| 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 | ||||
| 2026-02-06 | 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 | ||||
| 2026-01-30 | 13F | Keybank National Association/oh | 14.031 | 321 | ||||||
| 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 | ||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 9.968 | -1,20 | 228 | -5,00 | ||||
| 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 | ||||
| 2026-02-13 | 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 | |||||
| 2026-02-11 | 13F | Straight Path Wealth Management | 288.441 | 9,14 | 6.606 | 4,79 | ||||
| 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 | ||||||
| 2026-01-30 | 13F | Oakworth Capital, Inc. | 1.663 | 0,00 | 38 | -2,56 | ||||
| 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 | ||||
| 2026-01-21 | 13F | Apella Capital, LLC | 161.683 | 11,54 | 3.703 | 7,74 | ||||
| 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 | ||||||
| 2026-02-11 | 13F | Mitchell Mcleod Pugh & Williams Inc | 10.214 | 246 | ||||||
| 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 | ||||
| 2026-01-22 | 13F | Glass Jacobson Investment Advisors llc | 108.528 | 11,17 | 2.485 | 6,74 | ||||
| 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 | ||||
| 2026-01-22 | 13F | Yoder Wealth Management, Inc. | 19.451 | 3,25 | 445 | -0,89 | ||||
| 2026-02-06 | 13F | Magnolia Private Wealth, LLC | 10.540 | -18,35 | 241 | -21,50 | ||||
| 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 | ||||
| 2026-01-22 | 13F | Maseco Llp | 5.366 | 16,37 | 123 | 10,91 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 164.072 | -2,51 | 3.757 | -6,38 | ||||
| 2026-01-30 | 13F | SOL Capital Management CO | 17.540 | 0,00 | 0 | |||||
| 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 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 1.083 | 0,19 | 26 | 4,17 | ||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 74.624 | -1,67 | 1.765 | -1,45 | ||||
| 2026-01-29 | 13F | Verisail Partners, LLC | 8.948 | 205 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 106.687 | -29,56 | 2.443 | 81.333,33 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 163.162 | 4,03 | 3.737 | -0,11 | ||||
| 2025-10-22 | 13F | Tru Independence Asset Management 2, Llc | 0 | -100,00 | 0 | |||||
| 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 | ||||
| 2026-02-11 | 13F | Vise Technologies, Inc. | 1.696.565 | 292,63 | 38.853 | 277,03 | ||||
| 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 | ||||
| 2026-01-14 | 13F | Accurate Wealth Management, LLC | 18.617 | 1,63 | 431 | 0,23 | ||||
| 2026-02-17 | 13F | Note Advisors, LLC | 91.782 | 6,63 | 2.165 | 5,51 | ||||
| 2026-01-14 | 13F | Aegis Wealth Management LLC | 29.151 | -38,66 | 668 | -41,13 | ||||
| 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 | ||||
| 2026-01-26 | 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 | ||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 1.909.269 | 20,65 | 43.725 | 15,85 | ||||
| 2026-02-17 | 13F | Hurlow Wealth Management Group, Inc. | 128.312 | 64,70 | 2.939 | 58,13 | ||||
| 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 | ||||
| 2026-02-06 | 13F | Ferguson Johnson Wealth Management Inc | 80.139 | 2 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 11.336 | -0,49 | 268 | 3,08 | ||||
| 2026-01-14 | 13F | International Private Wealth Advisors LLC | 10.595 | 243 | ||||||
| 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 | ||||
| 2026-04-08 | 13F | Infinity Wealth Counsel, LLC | 55.318 | 2,44 | 1.308 | 5,83 | ||||
| 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 | ||||
| 2026-02-17 | 13F | Two Sigma Investments, Lp | 692.700 | 15.864 | ||||||
| 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 | ||||
| 2026-02-13 | 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 | ||||
| 2026-01-20 | 13F | Citrine Capital LLC | 179.547 | 5,99 | 4.112 | 1,76 | ||||
| 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 | ||||
| 2026-01-21 | 13F | SC&H Financial Advisors, Inc. | 9.646 | -0,88 | 221 | -5,17 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 66.302 | 173,48 | 1.574 | 183,60 | ||||
| 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 | ||||
| 2026-04-15 | 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 | ||||
| 2026-01-16 | 13F | Applied Capital LLC | 95.834 | 7,57 | 2.195 | 3,30 | ||||
| 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 | ||||
| 2026-01-16 | 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 |
