Grundlæggende statistik
| Institutionelle ejere | 313 total, 313 long only, 0 short only, 0 long/short - change of 10,56% MRQ |
| Gennemsnitlig porteføljeallokering | 0.8199 % - change of -1,70% MRQ |
| Institutionelle aktier (lange) | 93.538.946 (ex 13D/G) - change of 19,28MM shares 25,96% MRQ |
| Institutionel værdi (lang) | $ 2.443.341 USD ($1000) |
Institutionelt ejerskab og aktionærer
Dimensional ETF Trust - Dimensional Global Real Estate ETF (US:DFGR) har 313 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 93,538,946 aktier. Største aktionærer omfatter Forum Financial Management, LP, Savant Capital, LLC, JMG Financial Group, Ltd., Colony Group, LLC, Wealthspire Advisors, LLC, TCI Wealth Advisors, Inc., Brighton Jones Llc, LifeGuide Financial Advisors, LLC, DiNuzzo Private Wealth, Inc., and Maseco Llp .
Dimensional ETF Trust - Dimensional Global Real Estate ETF (ARCA:DFGR) 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 17, 2026 is 28,97 / share. Previously, on April 21, 2025, the share price was 25,37 / share. This represents an increase of 14,19% 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.
13D/G-arkivering
Vi præsenterer 13D/G ansøgninger separat fra 13F ansøgninger på grund af den forskellige behandling af SEC. 13D/G-ansøgninger kan indgives af grupper af investorer (med én ledende), hvorimod 13F-ansøgninger ikke kan. Dette resulterer i situationer, hvor en investor kan indsende en 13D/G, der rapporterer én værdi for de samlede aktier (der repræsenterer alle de aktier, der ejes af investorgruppen), men derefter indsender en 13F, der rapporterer en anden værdi for de samlede aktier (der udelukkende repræsenterer deres egne) ejendomsret). Det betyder, at aktieejerskab af 13D/G-arkiver og 13F-arkiveringer ofte ikke er direkte sammenlignelige, så vi præsenterer dem separat.
Bemærk: Fra den 16. maj 2021 viser vi ikke længere ejere, der ikke har indsendt en 13D/G inden for det seneste år. Tidligere viste vi den fulde historie af 13D/G-arkiver. Generelt skal enheder, der er forpligtet til at indgive 13D/G-ansøgninger, indgive mindst årligt, før de indsender en afsluttende ansøgning. Dog forlader fonde nogle gange positioner uden at indsende en afsluttende ansøgning (dvs. de afvikler), så visning af den fulde historie resulterede nogle gange i forvirring om det nuværende ejerskab. For at undgå forvirring viser vi nu kun 'aktuelle' ejere - det vil sige - ejere, der har anmeldt inden for det seneste år.
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| Fil dato | Form | Investor | Forrige Aktier |
Seneste Aktier |
Δ Aktier (Procent) |
Ejendomsret (Procent) |
Δ Ejerskab (Procent) |
|
|---|---|---|---|---|---|---|---|---|
| 2026-02-06 | Savant Capital, LLC | 6,697,999 | 11,188,895 | 67.05 | 10.61 | 42.80 |
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.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-17 | 13F | Strive Financial Group ,LLC | 252 | 7 | ||||||
| 2026-02-17 | 13F | Hill Investment Group Partners, LLC | 87.515 | -2,15 | 2.312 | -5,32 | ||||
| 2026-01-29 | 13F | Rockwood Wealth Management, LLC | 901.221 | 26,41 | 23.810 | 22,29 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 2.771 | 73 | ||||||
| 2026-04-14 | 13F | Approach Retirement Advisors, LLC | 12.639 | 0,89 | 336 | 1,52 | ||||
| 2026-04-15 | 13F | Rs Crum Inc. | 665.326 | 3,78 | 17.684 | 4,41 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 164.068 | 6,75 | 4.387 | 8,05 | ||||
| 2026-04-20 | 13F | Peirce Capital Management, LLC | 253.023 | 0,55 | 6.725 | 1,16 | ||||
| 2026-04-06 | 13F | Trust Co of the South | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Index Fund Advisors, Inc. | 856.707 | 8,28 | 22.634 | 4,75 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 48.105 | -39,10 | 1.279 | -38,76 | ||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 364.322 | 9.744 | ||||||
| 2026-04-09 | 13F | Wedmont Private Capital | 10.759 | 16,98 | 298 | 22,63 | ||||
| 2026-02-17 | 13F | Awm Capital, Llc | 319.603 | 1,77 | 8.444 | -1,55 | ||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 214.005 | -37,75 | 5.688 | -37,82 | ||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 194.292 | 72,06 | 5.164 | 73,11 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 270.702 | 8,40 | 7.152 | 4,85 | ||||
| 2026-01-14 | 13F | Spire Wealth Management | 151.781 | 16,91 | 4.010 | 13,12 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Oath Planning, LLC | 19.298 | 510 | ||||||
| 2026-02-06 | 13F | Ruedi Wealth Management, Inc. | 173.478 | 21,40 | 4.583 | 17,45 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 1.753 | 46 | ||||||
| 2026-04-20 | 13F | Live Oak Private Wealth LLC | 19.257 | 34,83 | 512 | 35,54 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 74.205 | 13,55 | 1.972 | 14,25 | ||||
| 2025-11-14 | 13F | Bank Of America Corp /de/ | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 12.495 | 108,18 | 332 | 110,13 | ||||
| 2026-01-27 | 13F | Summit Financial Strategies, Inc. | 957.430 | 10,13 | 25.295 | 6,54 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 346.201 | 11,66 | 9.257 | 13,01 | ||||
| 2026-01-16 | 13F | McLean Asset Management Corp | 147.616 | 352,93 | 3.981 | 348,82 | ||||
| 2026-01-29 | 13F | Quent Capital, LLC | 99 | 3 | ||||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 96 | 0,00 | 3 | 0,00 | ||||
| 2026-02-13 | 13F | Seaside Wealth Management, Inc. | 21.569 | -4,09 | 570 | -7,33 | ||||
| 2026-01-26 | 13F | Sterling Wealth Advisors Inc | 79.018 | 33,99 | 2.088 | 29,23 | ||||
| 2026-01-27 | 13F | Elevate Wealth Advisory, Inc | 299 | 8 | ||||||
| 2026-02-10 | 13F | Operose Advisors LLC | 51 | 0,00 | 1 | 0,00 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 39.577 | 16,62 | 1.052 | 17,30 | ||||
| 2026-02-17 | 13F | Redwood Park Advisors LLC | 1.889 | 148,88 | 50 | 145,00 | ||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 25.179 | -1,51 | 669 | -0,89 | ||||
| 2026-01-21 | 13F | SJS Investment Consulting Inc. | 297.796 | 12,24 | 7.868 | 8,59 | ||||
| 2026-02-10 | 13F | Acorn Wealth Advisors, LLC | 26.360 | 77,32 | 696 | 71,43 | ||||
| 2025-11-12 | 13F | Armis Advisers, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-16 | 13F | Mattern Wealth Management LLC | 108.921 | 5,87 | 2.878 | 2,42 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 325.095 | 475,00 | 8.589 | 456,28 | ||||
| 2026-04-15 | 13F | marrick wealth, LLC | 51.869 | 1,91 | 1.379 | 2,53 | ||||
| 2026-01-12 | 13F | Shotwell Rutter Baer Inc | 185.498 | 6,08 | 4.947 | 4,88 | ||||
| 2026-02-02 | 13F | Vantage Point Financial LLC | 53.429 | 19,15 | 1.412 | 15,28 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 92.751 | 7,69 | 2.450 | 4,17 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 375.364 | 5,38 | 9.977 | 6,03 | ||||
| 2026-02-03 | 13F | New Dimensions Wealth Management, LLC | 193.736 | 6,87 | 5.118 | 3,39 | ||||
| 2026-04-08 | 13F | Wealth Advisors Northwest LLC | 110.206 | 8,61 | 2.929 | 9,29 | ||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 11.601 | -13,50 | 308 | -12,99 | ||||
| 2026-04-20 | 13F | Kfg Wealth Management, Llc | 12.594 | -78,98 | 335 | -78,89 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 1.166.926 | 10,78 | 30.830 | 7,17 | ||||
| 2026-01-21 | 13F | Leading Edge Financial Planning LLC | 16.763 | 7,11 | 443 | 3,51 | ||||
| 2026-02-11 | 13F | Brand Asset Management Group, Inc. | 7.661 | 202 | ||||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 11.164 | 295 | ||||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 4.053 | 462,92 | 107 | 463,16 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 12.040 | 318 | ||||||
| 2026-02-18 | 13F | Vermillion & White Wealth Management Group, LLC | 63 | 40,00 | 2 | 0,00 | ||||
| 2026-02-13 | 13F | SageOak Financial, LLC | 64.925 | 5,83 | 1.715 | 2,39 | ||||
| 2026-04-09 | 13F | Silvia Mccoll Wealth Management, Llc | 60.427 | 3,45 | 1.606 | 4,08 | ||||
| 2026-02-09 | 13F | Syverson Strege & Co | 475.476 | 0,53 | 12.562 | -2,75 | ||||
| 2026-02-12 | 13F | Betterment LLC | 140.863 | 10,12 | 4 | 0,00 | ||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 1.385 | 1,84 | 37 | -2,70 | ||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 46 | 0 | ||||||
| 2026-02-12 | 13F | von Borstel & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Kane Co Wealth Management, Inc. | 20.872 | 551 | ||||||
| 2026-02-10 | 13F | W.H. Cornerstone Investments Inc. | 56.060 | 10,22 | 1.481 | 6,62 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 80.838 | 20,45 | 2.149 | 21,15 | ||||
| 2026-01-15 | 13F | Foundation Wealth Management, LLC\PA | 23.898 | -14,89 | 631 | -17,62 | ||||
| 2026-01-16 | 13F | Red Lighthouse Investment Management, Llc | 35.452 | 485,79 | 937 | 467,27 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 2.734 | 137,33 | 72 | 132,26 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 329.792 | 59.215,11 | 8.713 | 57.986,67 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 783 | 21 | ||||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 17.359 | -14,28 | 459 | -17,03 | ||||
| 2026-02-06 | 13F | Geometric Wealth Advisors | 423.511 | 5,76 | 11.189 | 2,31 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 1.876 | 50 | ||||||
| 2026-01-28 | 13F | Financial Plan, Inc. | 851.353 | 22.493 | ||||||
| 2026-02-03 | 13F | LJI Wealth Management, LLC | 29.214 | 772 | ||||||
| 2026-02-17 | 13F | D. E. Shaw & Co., Inc. | 26.968 | 88,23 | 712 | 82,10 | ||||
| 2026-02-13 | 13F | American Investment Services, Inc. | 334.634 | 19,55 | 8.841 | 15,66 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 27.111 | 27,68 | 716 | 23,66 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 215.422 | 5,99 | 5.726 | 6,63 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 10.439.385 | 36,00 | 275.809 | 31,57 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 34.362 | 1,94 | 913 | 2,58 | ||||
| 2026-02-02 | 13F | Vawter Financial, Ltd. | 183.950 | 4,02 | 4.860 | 0,62 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 18.073 | 205,75 | 477 | 196,27 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 207.892 | 5.493 | ||||||
| 2026-04-16 | 13F | Poinciana Advisors Group, Llc | 77.454 | 4,04 | 2.059 | 4,68 | ||||
| 2025-10-22 | 13F | Accordant Advisory Group Inc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Tilson Financial Group, Inc. | 224.865 | 7,53 | 5.941 | 4,03 | ||||
| 2026-02-11 | 13F | CNB Bank | 1.200 | 0,00 | 32 | -3,12 | ||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 50.858 | 2,55 | 1.352 | 3,13 | ||||
| 2026-01-26 | 13F | Quarry Hill Advisors, Llc | 40.775 | 9,83 | 1.077 | 6,32 | ||||
| 2026-01-29 | 13F | Comerica Bank | 133 | 5,56 | 4 | 0,00 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 682.977 | 18,08 | 18.044 | 14,24 | ||||
| 2026-01-15 | 13F | Avant Financial Advisors LLC | 83.853 | 0,36 | 2.215 | -2,89 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 235.644 | -16,79 | 6.362 | -15,57 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 188.790 | 104,53 | 4.988 | 97,90 | ||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 646.029 | -1,39 | 17.171 | -0,79 | ||||
| 2026-01-22 | 13F | Squire Investment Management Company, LLC | 10.629 | -8,75 | 281 | -11,95 | ||||
| 2026-02-13 | 13F | Burton Enright Welch | 111.389 | 0,19 | 2.943 | -3,10 | ||||
| 2026-01-28 | 13F | Investmark Advisory Group LLC | 12.023 | 2,14 | 318 | -1,25 | ||||
| 2026-02-06 | 13F | Delap Wealth Advisory, Llc | 21.016 | -4,09 | 555 | -7,50 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 113.221 | -2,69 | 2.991 | -5,85 | ||||
| 2026-02-17 | 13F | Abel Hall, LLC | 52.818 | 6,62 | 1.395 | 3,18 | ||||
| 2026-01-29 | 13F | Concord Wealth Partners | 588 | 2,44 | 16 | 0,00 | ||||
| 2026-02-12 | 13F | Wescott Financial Advisory Group, LLC | 973.477 | 0,36 | 25.719 | -2,91 | ||||
| 2026-02-04 | 13F | LRI Investments, LLC | 129.964 | -6,56 | 3.434 | -9,61 | ||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 54.633 | 55,52 | 1.452 | 56,47 | ||||
| 2026-04-08 | 13F | LifeGuide Financial Advisors, LLC | 2.509.620 | 4,02 | 66.706 | 4,45 | ||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 11.704 | -14,92 | 311 | -14,33 | ||||
| 2026-01-29 | 13F | UBS Group AG | 282 | -89,64 | 7 | -90,54 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 8.306 | 0,01 | 221 | 0,46 | ||||
| 2026-01-29 | 13F | Porter White Investment Advisors, Inc. | 102.927 | 4,59 | 2.719 | 1,19 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors LLC | 107.883 | 6,48 | 2.868 | 7,14 | ||||
| 2026-01-30 | 13F | Sage Rhino Capital Llc | 84.556 | 2,56 | 2.234 | -0,80 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 153.723 | 11,13 | 4.062 | 7,78 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 13.038 | -3,50 | 347 | -2,81 | ||||
| 2026-04-14 | 13F | HMV Wealth Advisors, LLC | 8.100 | 2,86 | 215 | 3,37 | ||||
| 2026-02-13 | 13F | AlTi Global, Inc. | 179.651 | 0,00 | 4.746 | -3,26 | ||||
| 2025-10-24 | 13F | Hemington Wealth Management | 215.061 | 22,94 | 6 | 25,00 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 59.836 | 21,34 | 2 | 0,00 | ||||
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 53.312 | 2,16 | 1.417 | 2,83 | ||||
| 2026-01-16 | 13F | First Pacific Financial | 18.669 | 1,38 | 493 | -1,79 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 10.821 | 24,80 | 286 | 20,76 | ||||
| 2026-02-24 | 13F | Tru Independence Asset Management 2, Llc | 41.689 | 12,16 | 1.101 | 8,47 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 64.207 | 18,12 | 1.707 | 18,80 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 167.628 | -4,29 | 4.429 | -7,42 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 102.158 | 0,84 | 2.751 | -0,72 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 755 | 53,77 | 20 | 46,15 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 43 | 0,00 | 1 | 0,00 | ||||
| 2026-01-23 | 13F | Lam Group, Inc. | 202.460 | 40,07 | 5.349 | 35,50 | ||||
| 2026-01-20 | 13F | Guardian Wealth Management, LLC | 873.467 | 23.077 | ||||||
| 2025-10-28 | 13F | Copperleaf Capital, LLC | 12.675 | 17,71 | 346 | 20,14 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 186.954 | -8,65 | 4.939 | -11,61 | ||||
| 2026-04-13 | 13F | Cypress Point Wealth Management, LLC | 35.734 | -20,01 | 950 | -19,58 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 908 | 24 | ||||||
| 2026-02-04 | 13F | VanderPol Investments L.L.C. | 17.763 | 39,28 | 469 | 32,86 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 84.207 | 9,68 | 2.225 | 6,11 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 13.531 | 6,95 | 360 | 7,49 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 30.217 | -95,08 | 798 | -95,25 | ||||
| 2026-04-09 | 13F | Meritas Wealth Management, LLC | 70.908 | 13,77 | 1.885 | 14,46 | ||||
| 2026-01-27 | 13F | Forum Financial Management, LP | 16.638.902 | 7,69 | 439.600 | 4,18 | ||||
| 2026-02-10 | 13F | Bridge Generations Wealth Management Llc | 347.822 | 0,73 | 9.189 | -2,56 | ||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 166.463 | 8,01 | 4 | 0,00 | ||||
| 2026-04-16 | 13F | Vested Financial Planning, LLC | 10.324 | 10,43 | 274 | 10,93 | ||||
| 2026-04-07 | 13F | Five Oceans Advisors | 17.091 | -0,47 | 454 | 0,22 | ||||
| 2026-01-13 | 13F | Two West Capital Advisors LLC | 13.196 | 4,07 | 349 | -0,85 | ||||
| 2026-01-29 | 13F | Equita Financial Network, Inc. | 31.457 | 6,36 | 831 | 2,97 | ||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 29.783 | 702,34 | 787 | 678,22 | ||||
| 2026-02-12 | 13F | Burk Holdings LLC | 237.496 | 18,24 | 6.275 | 14,38 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 263 | 7 | ||||||
| 2026-02-12 | 13F | Proficio Capital Partners LLC | 39.840 | 1.053 | ||||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 12.526 | 14,27 | 333 | 14,88 | ||||
| 2026-02-02 | 13F | TCI Wealth Advisors, Inc. | 2.654.516 | 17,54 | 70.132 | 13,71 | ||||
| 2026-02-12 | 13F | Tandemgrowth Financial Advisors Llc | 19.468 | 514 | ||||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Heritage Investment Group, Inc. | 36.460 | -8,58 | 963 | -11,57 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 75.050 | 198,35 | 1.983 | 188,92 | ||||
| 2026-02-11 | 13F | Invst, LLC | 10.862 | 21,11 | 287 | 17,21 | ||||
| 2026-01-09 | 13F | Keb Asset Management, Llc | 89.066 | 41,78 | 2.353 | 37,20 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 273.464 | -3,38 | 7.269 | -2,80 | ||||
| 2026-02-17 | 13F | Creative Planning | 67.355 | 8,32 | 1.780 | 4,77 | ||||
| 2026-01-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 56 | 1 | ||||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 2.742.694 | 8,04 | 72.462 | 4,52 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 25.866 | 38,03 | 692 | 39,60 | ||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 150.546 | 3,89 | 3.977 | 0,51 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 11.042 | 3,37 | 292 | 0,00 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 13.511 | 0 | ||||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 13.055 | 345 | ||||||
| 2026-02-13 | 13F | Brown Advisory Inc | 10.439 | 0,00 | 276 | -3,51 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 202.526 | 113,63 | 5.351 | 106,64 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-02 | 13F | Collective Family Office Llc | 22.333 | 1,08 | 594 | 1,72 | ||||
| 2026-02-10 | 13F | JMG Financial Group, Ltd. | 5.701.658 | 6,47 | 150.638 | 3,00 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 6.320 | 11,72 | 168 | 12,08 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 935 | 0,00 | 25 | 0,00 | ||||
| 2026-02-13 | 13F | Three Arch Wealth Management LLC | 62.793 | 1.659 | ||||||
| 2026-02-06 | 13F | Forum Private Client Group LLC | 192.263 | 13,60 | 5.080 | 9,89 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 30.833 | -0,06 | 815 | -3,33 | ||||
| 2026-02-23 | 13F | McMill Wealth Management | 219.516 | 13,22 | 5.800 | 9,52 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 19.009 | 4,49 | 502 | 1,21 | ||||
| 2026-02-09 | 13F | Integrity Advisory Solutions, LLC | 159.543 | 15,32 | 4.215 | 11,57 | ||||
| 2026-01-28 | 13F | Rather & Kittrell, Inc. | 1.029.717 | 19,48 | 27.205 | 15,59 | ||||
| 2026-02-03 | 13F | Diversify Wealth Management, Llc | 22.040 | 20,24 | 591 | 19,68 | ||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 952 | -4,13 | 25 | -7,41 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 4.179 | 18,82 | 110 | 14,58 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 12.896 | -7,70 | 341 | -10,76 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 11.800 | 0,00 | 312 | -3,42 | ||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 779 | 0,00 | 21 | -4,76 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 173 | 0,00 | 5 | 0,00 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 124.103 | 25,79 | 3.299 | 26,55 | ||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 237.135 | 1,07 | 6.265 | -2,22 | ||||
| 2026-04-13 | 13F | Physician Wealth Solutions Inc. | 139.040 | 37,26 | 3.696 | 38,08 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 2.611.200 | 8,84 | 68.988 | 5,29 | ||||
| 2026-02-06 | 13F | Redmont Wealth Advisors Llc | 128 | 0,00 | 3 | 0,00 | ||||
| 2026-02-12 | 13F | Vistica Wealth Advisors, LLC | 94.939 | 2.508 | ||||||
| 2026-01-23 | 13F | Visionary Horizons, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Stifel Financial Corp | 41.396 | -1,48 | 1.094 | -4,71 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 21.386 | 12,00 | 565 | 8,45 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 25.247 | -20,97 | 667 | -23,51 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 834 | 0,00 | 22 | 0,00 | ||||
| 2025-11-13 | 13F | Bank Of Montreal /can/ | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 19.350 | 1.010,79 | 511 | 987,23 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 8.488 | 3,24 | 224 | 0,00 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 24.103 | 18,04 | 641 | 18,74 | ||||
| 2026-02-10 | 13F | Greenspring Advisors, LLC | 188.081 | 550,55 | 4.969 | 529,78 | ||||
| 2026-02-10 | 13F | Platform Wealth Management, LLC | 193.518 | 5.113 | ||||||
| 2026-01-26 | 13F | WorthPointe, LLC | 40.398 | 195,50 | 1.067 | 186,06 | ||||
| 2026-02-19 | 13F | Professional Financial Solutions Llc /adv | 7.921 | 209 | ||||||
| 2026-04-14 | 13F | New Capital Management LP | 190.634 | 28,34 | 5.067 | 29,13 | ||||
| 2026-02-12 | 13F | Great Lakes Advisors, Llc | 125.589 | 10,44 | 3.318 | 6,86 | ||||
| 2026-01-22 | 13F | Maseco Llp | 1.471.409 | 5,70 | 38.860 | 2,07 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 915.337 | 35,83 | 24.183 | 31,41 | ||||
| 2026-02-17 | 13F | Donalies Financial Planning, LLC | 11.562 | 305 | ||||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 83.155 | 5,03 | 2.197 | 1,57 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 33.951 | 36,76 | 897 | 32,35 | ||||
| 2025-11-06 | 13F | Wealthstream Advisors, Inc. | 19.741 | 1,52 | 539 | 3,45 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 562.453 | 24,75 | 14.950 | 25,51 | ||||
| 2026-02-13 | 13F | Balanced Rock Investment Advisor | 171.195 | 9,05 | 4.523 | 5,48 | ||||
| 2025-11-04 | 13F | Winnow Wealth Llc | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Fundamentun, Llc | 102.384 | 5,53 | 2.705 | 2,08 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 24.276 | 66,78 | 646 | 63,29 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 2.259 | 7,52 | 60 | 3,51 | ||||
| 2026-02-18 | 13F | Veratis Advisors, Inc. | 93.451 | 2.677 | ||||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 299.350 | 10,21 | 7.909 | 6,62 | ||||
| 2026-02-11 | 13F | First Command Advisory Services, Inc. | 14.170 | 374 | ||||||
| 2026-02-13 | 13F | Mosaic Family Wealth Partners, Llc | 128.408 | -0,57 | 3.393 | -3,28 | ||||
| 2025-11-12 | 13F | Willow Creek Wealth Management Inc. | 638.861 | 13,93 | 17.447 | 15,97 | ||||
| 2026-02-02 | 13F | Planning Center, Inc. | 549.289 | 2,10 | 14.512 | -1,23 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 161.252 | -11,89 | 4.260 | -14,75 | ||||
| 2026-02-17 | 13F | Wealth Architects, LLC | 258.803 | 10,49 | 6.838 | 6,89 | ||||
| 2026-04-17 | 13F | Aspen Capital Management, LLC | 546.636 | 1,04 | 14.530 | 1,66 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 210 | 0,48 | 6 | 0,00 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 28.383 | 3,78 | 754 | 4,43 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | McGrath & Associates, Inc. | 13.828 | -29,05 | 368 | -28,60 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 10.947 | 2,58 | 289 | -0,69 | ||||
| 2026-01-27 | 13F/A | Capital Performance Advisors Llp | 8.880 | -17,27 | 235 | -20,14 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 262.593 | -19,93 | 6.938 | -22,54 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 418.758 | 8,31 | 11.064 | 110.530,00 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 13.834 | 855,39 | 368 | 865,79 | ||||
| 2026-01-29 | 13F | Verisail Partners, LLC | 844.520 | 6,35 | 22.312 | 2,89 | ||||
| 2026-01-21 | 13F | Master's Wealth Management Inc. | 47.704 | -83,22 | 1.260 | -83,77 | ||||
| 2026-02-03 | 13F | Heffernan Advisory, Inc | 20.130 | 532 | ||||||
| 2026-01-23 | 13F | Creative Capital Management Investments LLC | 805.595 | 10,06 | 21.284 | 6,48 | ||||
| 2026-02-05 | 13F | HFM Investment Advisors, LLC | 185.881 | 2,13 | 4.911 | -1,21 | ||||
| 2026-02-11 | 13F | Cooper/haims Advisors, Llc | 146.856 | 7,56 | 3.880 | 4,05 | ||||
| 2026-04-14 | 13F | Sensenig Capital Advisors, Inc | 85.390 | 3,29 | 2.270 | 3,89 | ||||
| 2026-02-05 | 13F | Abacus Wealth Partners, LLC | 27.305 | 1,77 | 721 | -1,50 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 55.489 | 7,96 | 1.475 | 8,62 | ||||
| 2026-02-10 | 13F | REAP Financial Group, LLC | 279.385 | 9,72 | 7.381 | 6,14 | ||||
| 2026-01-30 | 13F | SOL Capital Management CO | 25.985 | -0,57 | 1 | |||||
| 2026-04-16 | 13F | CogentBlue Wealth Advisors, LLC | 245.059 | 0,00 | 6.514 | 0,60 | ||||
| 2026-04-15 | 13F | Ridgeline Wealth, LLC | 55.358 | 5,74 | 1.471 | 6,36 | ||||
| 2026-01-23 | 13F | Private Wealth Management Group, LLC | 569.326 | 4,23 | 15.042 | 0,83 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 747.077 | 19.738 | ||||||
| 2026-04-13 | 13F | Cogent Private Wealth, Inc. | 29.910 | 5,77 | 795 | 6,43 | ||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 149.240 | 20,94 | 3.965 | 19,10 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 13.328 | -0,87 | 354 | -0,28 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 20 | -4,76 | ||||||
| 2025-10-30 | 13F | Ridgewood Investments LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | WPWealth LLP | 931.457 | 7,20 | 24.609 | 3,71 | ||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Sterling Wealth Management, Inc. | 94.976 | 10,16 | 2.509 | 6,58 | ||||
| 2026-02-13 | 13F | North Ridge Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | GWM Advisors LLC | 89.278 | -4,84 | 2.359 | -7,96 | ||||
| 2026-01-28 | 13F | Wealth Management Nebraska | 562.975 | 18,69 | 14.874 | 14,82 | ||||
| 2026-04-17 | 13F | Great Waters Wealth Management | 888.367 | 6,88 | 23.613 | 7,53 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 38.061 | 0,95 | 1.006 | -2,33 | ||||
| 2026-01-27 | 13F | Grunden Financial Advisory, Inc. | 11.535 | 3,03 | 305 | -0,33 | ||||
| 2026-02-09 | 13F | Hutchinson Capital Management/ca | 24.432 | 9,66 | 645 | 6,09 | ||||
| 2026-01-15 | 13F | Essential Planning, LLC. | 13.439 | 43,44 | 355 | 39,22 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 46.643 | 0,12 | 1.232 | -3,14 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 68.386 | -92,87 | 1.807 | -93,10 | ||||
| 2026-03-02 | 13F | Cogent Strategic Wealth Llc | 111.829 | 3.012 | ||||||
| 2026-04-16 | 13F | JDH Wealth Management, LLC | 176.715 | 5,10 | 4.697 | 5,74 | ||||
| 2026-04-16 | 13F | Capstone Wealth Management, LLC | 21.559 | 15,45 | 573 | 16,23 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 11.915 | 317 | ||||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 378 | 10 | ||||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 802.414 | 4,94 | 21.200 | 1,52 | ||||
| 2026-02-04 | 13F | Timonier Family Office, LTD. | 51.428 | -9,05 | 1.359 | -12,05 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 139.297 | 11,88 | 3.680 | 8,24 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 66.175 | 342,70 | 1.748 | 328,43 | ||||
| 2026-02-17 | 13F | Wheels Up Wealth, Inc. | 66.476 | 1.756 | ||||||
| 2026-04-10 | 13F | Integris Wealth Management, LLC | 610.267 | 2,69 | 16.221 | 3,31 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 46.033 | 6,93 | 1.216 | 3,49 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 41.642 | 12,98 | 1.100 | 9,34 | ||||
| 2026-01-22 | 13F | Glass Jacobson Investment Advisors llc | 8.201 | -4,43 | 217 | -7,69 | ||||
| 2026-02-11 | 13F | Clarity Wealth Development LLC | 171.241 | 16,17 | 4.524 | 12,17 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 892 | 24 | ||||||
| 2026-01-27 | 13F | Sterling Financial Planning, Inc. | 219.379 | 6,17 | 5.796 | 2,71 | ||||
| 2026-01-14 | 13F | BWM Planning, LLC | 52.679 | 5,83 | 1.392 | 2,35 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 580.768 | 11.680,28 | 15 | |||||
| 2026-02-04 | 13F | Nwam Llc | 16.908 | 11,98 | 456 | 9,11 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 4.005.871 | 11,95 | 105.835 | 8,30 | ||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 582.284 | 9,93 | 15.477 | 10,61 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 49.447 | -11,03 | 1.306 | -13,91 | ||||
| 2026-01-21 | 13F | SC&H Financial Advisors, Inc. | 65.321 | 1,98 | 1.726 | -1,37 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 2.616 | -0,19 | 69 | -2,82 | ||||
| 2026-02-10 | 13F | MB Generational Wealth, LLC | 24.338 | 149,93 | 643 | 142,64 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 114.273 | -2,51 | 3.266 | 3,42 | ||||
| 2026-02-17 | 13F | Fmr Llc | 1.216 | -8,02 | 32 | -11,11 | ||||
| 2026-04-10 | 13F | Claris Advisors, Llc / Mo / | 119.174 | 21,75 | 3.168 | 22,47 | ||||
| 2026-01-21 | 13F | Sutton Place Investors Llc | 32.235 | 11,07 | 852 | 7,45 | ||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 59.015 | 2,77 | 1.569 | 3,36 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 23.728 | -0,17 | 627 | -3,54 | ||||
| 2026-01-27 | 13F | Security Financial Services, INC. | 9.204 | 4,11 | 243 | 0,83 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 3.000 | 50,00 | 79 | 46,30 | ||||
| 2026-04-09 | 13F | Shearwater Capital LLC | 24.815 | 5,43 | 660 | 6,12 | ||||
| 2026-01-28 | 13F | Core Wealth Management, Inc. | 28.026 | 5,88 | 740 | 2,49 | ||||
| 2026-02-05 | 13F | Yardley Wealth Management LLC | 96.962 | 6,78 | 2.562 | 3,31 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 38.514 | 1.024 | ||||||
| 2026-02-17 | 13F | Foundry Financial LLC | 74.089 | 1.957 | ||||||
| 2026-02-10 | 13F | Keyvantage Wealth, Llc | 43.383 | 16,21 | 1.146 | 12,46 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | KM Capital Management Ltd. | 29.670 | -49,01 | 784 | -50,72 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 503 | -46,49 | 13 | -50,00 | ||||
| 2026-01-22 | 13F | Jackson Thornton Asset Management, Llc | 19.318 | 0,05 | 514 | -1,15 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 1.839.517 | 1,30 | 48.894 | 1,91 | ||||
| 2026-01-26 | 13F | Key Capital Management, INC | 12 | 0 | ||||||
| 2026-02-11 | 13F | Vise Technologies, Inc. | 29.809 | 788 | ||||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 28.942 | 152,83 | 1 | |||||
| 2026-02-09 | 13F | Parkshore Wealth Management, Inc. | 288.934 | -25,39 | 7.634 | -27,82 | ||||
| 2026-02-05 | 13F | Blume Capital Management, Inc. | 905 | 0,00 | 24 | -4,17 | ||||
| 2026-01-14 | 13F | Aegis Wealth Management LLC | 92.854 | 14,47 | 2.453 | 10,74 | ||||
| 2025-11-03 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 29.298 | 61,07 | 779 | 62,08 | ||||
| 2025-10-22 | 13F | Granite Harbor Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Apella Capital, LLC | 330.207 | 2,03 | 9.566 | 11,88 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 14.159 | -18,71 | 374 | -21,26 |
