Grundlæggende statistik
| Institutionelle ejere | 331 total, 331 long only, 0 short only, 0 long/short - change of 16,14% MRQ |
| Gennemsnitlig porteføljeallokering | 0.6130 % - change of -2,04% MRQ |
| Institutionelle aktier (lange) | 127.302.834 (ex 13D/G) - change of 6,51MM shares 5,39% MRQ |
| Institutionel værdi (lang) | $ 3.751.356 USD ($1000) |
Institutionelt ejerskab og aktionærer
Dimensional ETF Trust - Dimensional International Small Cap ETF (US:DFIS) har 331 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 127,302,834 aktier. Største aktionærer omfatter Jones Financial Companies Lllp, Matson Money. Inc., Natixis Advisors, L.p., Envestnet Portfolio Solutions, Inc., First Citizens Bank & Trust Co, CI Private Wealth, LLC, Creative Planning, Envestnet Asset Management Inc, Park Avenue Securities Llc, and Mather Group, Llc. .
Dimensional ETF Trust - Dimensional International Small Cap ETF (BATS:DFIS) 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 35,40 / share. Previously, on April 28, 2025, the share price was 27,11 / share. This represents an increase of 30,58% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-20 | 13F | Tranquility Partners, LLC | 16.297 | 3,22 | 553 | 6,35 | ||||
| 2026-01-27 | 13F | PFG Advisors | 52.588 | -24,88 | 1.732 | -21,77 | ||||
| 2026-02-03 | 13F | Arcadia Wealth Management, LLC | 38.034 | -2,47 | 1.253 | 1,54 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 638.091 | 5,98 | 21.019 | 10,37 | ||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 9.669.395 | 21,05 | 319 | 26,19 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 114.069 | 1,97 | 3.841 | 4,23 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 144.506 | 5.261 | ||||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 34.154 | -0,39 | 1.125 | 3,78 | ||||
| 2026-04-21 | 13F | Colony Family Offices, LLC | 62.001 | 0,40 | 2.088 | 2,61 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 845 | -40,07 | 28 | -38,64 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 79.013 | 3,22 | 2.603 | 7,48 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 1.600 | 53 | ||||||
| 2026-04-22 | 13F | Aegis Wealth Management LLC | 14.201 | 0,00 | 478 | 2,36 | ||||
| 2026-01-22 | 13F | Jackson Thornton Asset Management, Llc | 64.719 | 4,53 | 2.175 | 10,13 | ||||
| 2026-02-03 | 13F | Indie Asset Partners, LLC | 68.885 | -2,13 | 2.269 | 1,93 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 8.802 | -12,16 | 296 | -10,30 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 1.762.551 | 4,29 | 58.058 | 8,61 | ||||
| 2026-01-15 | 13F | Clg Llc | 51.146 | 10,25 | 1.685 | 14,79 | ||||
| 2026-01-29 | 13F | Index Fund Advisors, Inc. | 636.492 | 4,30 | 20.966 | 8,62 | ||||
| 2026-04-15 | 13F | Websterrogers Financial Advisors, Llc | 257.948 | 2,30 | 8.685 | 4,58 | ||||
| 2026-02-06 | 13F | Ruedi Wealth Management, Inc. | 66.773 | 1,20 | 2.199 | 5,37 | ||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 304 | 0,00 | 10 | 11,11 | ||||
| 2026-02-11 | 13F | Entelevest, LLC | 10.781 | 355 | ||||||
| 2026-01-29 | 13F | Rockwood Wealth Management, LLC | 18.963 | 0,00 | 625 | 4,17 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 4.990 | 0,00 | 164 | 4,46 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 1.485.130 | -4,99 | 50.004 | -2,88 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 8.163 | 0,00 | 269 | 3,88 | ||||
| 2026-02-17 | 13F | RMB Capital Management, LLC | 9.714 | 0,00 | 320 | 3,91 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 137 | 0,00 | 5 | 0,00 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 46.377 | 8,82 | 1.528 | 13,28 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 41.521 | -13,11 | 1.368 | -9,53 | ||||
| 2026-01-27 | 13F | Elevate Wealth Advisory, Inc | 9.368 | 0,09 | 309 | 4,05 | ||||
| 2026-02-03 | 13F | New Dimensions Wealth Management, LLC | 13.864 | 0,25 | 457 | 4,35 | ||||
| 2026-02-04 | 13F | Austin Asset Management Co Inc | 71.595 | -3,46 | 2.358 | 0,55 | ||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 96.292 | 11,64 | 3.242 | 14,11 | ||||
| 2026-02-02 | 13F | Eq Wealth Advisors, Llc | 7.566 | 249 | ||||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 165 | 0,00 | 5 | 0,00 | ||||
| 2025-11-12 | 13F | Cresset Asset Management, LLC | 6.338 | -6,46 | 200 | -0,99 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 1.402.946 | 3,38 | 46.213 | 7,66 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 85 | -75,00 | 3 | -80,00 | ||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 26 | 0,00 | 1 | |||||
| 2026-04-23 | 13F | Fairman Group, LLC | 3.117 | 0,10 | 105 | 1,96 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Integrity Wealth Solutions LLC | 147.789 | 5,14 | 4.868 | 9,49 | ||||
| 2026-04-16 | 13F | GEN Financial Management, INC. | 315.001 | 2,73 | 10.606 | 5,01 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 286.081 | 9.424 | ||||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 64.450 | 0,00 | 2.170 | 2,26 | ||||
| 2026-02-17 | 13F | Angeles Wealth Management, Llc | 497 | 16 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 3.621 | 46,36 | 119 | 52,56 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 6.486 | 284,24 | 214 | 432,50 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 1.332 | 4.340,00 | 44 | |||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 11 | 0,00 | 0 | |||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 19.894 | -11,77 | 670 | -9,84 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 236.606 | -12,22 | 7.794 | -8,59 | ||||
| 2026-02-09 | 13F | Syverson Strege & Co | 178.735 | -4,88 | 5.888 | -0,94 | ||||
| 2026-02-17 | 13F | Hanover Advisors Inc | 7.425 | 2,06 | 245 | 6,09 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 151.009 | 7,01 | 5.084 | 9,38 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 43.878 | -96,21 | 1.477 | -96,12 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 23.056 | 17,87 | 759 | 22,82 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 1.296.966 | 6,50 | 43.669 | 8,87 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 125.689 | -38,63 | 4.140 | -36,09 | ||||
| 2026-04-23 | 13F | Guardian Wealth Management, LLC | 356.695 | -2,81 | 12.153 | 0,53 | ||||
| 2026-02-10 | 13F | TAGStone Capital, Inc. | 12.902 | 14,92 | 425 | 19,44 | ||||
| 2026-04-21 | 13F | Sherrill & Hutchins Financial Advisory, Inc | 26.752 | 901 | ||||||
| 2026-02-13 | 13F | Mariner, LLC | 64.414 | 13,99 | 2.122 | 18,69 | ||||
| 2026-02-13 | 13F | Maia Wealth LLC | 5.592 | 203 | ||||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 1.118.643 | 7,90 | 37.665 | 10,29 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 570.906 | 13,42 | 19.222 | 15,93 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 1.046.523 | 12.986,44 | 34 | |||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 7.614 | -26,71 | 258 | -25,86 | ||||
| 2026-04-07 | 13F | Eastern Bank | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Allworth Financial LP | 275.802 | 3,17 | 9.085 | 7,44 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 36.563 | 80,87 | 1.204 | 88,42 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 1.213.980 | -35,04 | 39.989 | -32,35 | ||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 12.507 | -32,71 | 421 | -31,21 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 115.603 | -27,15 | 3.662 | -31,36 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 71 | 0,00 | 2 | 0,00 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 40.002 | -1,20 | 1.347 | 0,98 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 247.942 | 33,03 | 8.167 | 38,54 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 2.601.127 | -17,59 | 85.681 | -14,18 | ||||
| 2026-04-06 | 13F | InTrack Investment Management Inc | 8.736 | 294 | ||||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 171.652 | 8,66 | 5.780 | 11,07 | ||||
| 2026-02-05 | 13F | Tilson Financial Group, Inc. | 150.256 | 6,92 | 4.949 | 11,36 | ||||
| 2026-02-17 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Comerica Bank | 12.388 | -0,62 | 408 | 3,55 | ||||
| 2026-01-30 | 13F | Joseph Group Capital Management | 21.773 | -4,15 | 717 | -0,14 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 691.613 | 13,68 | 22.782 | 18,39 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 24 | 0,00 | 1 | |||||
| 2026-01-21 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 45.724 | 21,49 | 1.506 | 26,55 | ||||
| 2026-02-11 | 13F | Curio Wealth, Llc | 128 | 4 | ||||||
| 2026-02-13 | 13F | Burton Enright Welch | 10.332 | 0,00 | 340 | 4,29 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 80.417 | 10,95 | 2.708 | 13,41 | ||||
| 2026-01-27 | 13F | Waterfront Wealth Inc. | 83.951 | 1,70 | 2.979 | 14,14 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 14.283 | 58,35 | 470 | 64,91 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 15.953 | 0,75 | 525 | 5,00 | ||||
| 2026-01-16 | 13F | Five Oceans Advisors | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Bravera Wealth | 914 | -0,22 | 31 | 0,00 | ||||
| 2026-02-12 | 13F | Wescott Financial Advisory Group, LLC | 1.294.191 | -1,96 | 42.631 | 2,10 | ||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 231 | 8 | ||||||
| 2026-01-26 | 13F | Pursuit Wealth Management LLC | 56.390 | 1.857 | ||||||
| 2026-02-12 | 13F | Prudent Man Investment Management, Inc. | 893 | 32,10 | 29 | 81,25 | ||||
| 2026-04-15 | 13F | Andrews, Lucia Wealth Management Llc | 21.797 | 3,48 | 734 | 5,77 | ||||
| 2026-02-17 | 13F | Abel Hall, LLC | 11.463 | -3,01 | 378 | 1,07 | ||||
| 2026-02-03 | 13F | Navigoe, LLC | 78.895 | -5,71 | 3 | 0,00 | ||||
| 2026-01-29 | 13F | UBS Group AG | 14.077 | 2.023,23 | 464 | 2.215,00 | ||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 192 | 0,00 | 6 | 0,00 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 29.693 | -8,12 | 1.046 | 1,26 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 104.455 | 2,94 | 3.517 | 5,24 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 44 | 0,00 | 1 | 0,00 | ||||
| 2025-11-14 | 13F | Eqis Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 164.240 | 25,34 | 5.410 | 31,85 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 1.702 | 56 | ||||||
| 2026-02-10 | 13F | Sittner & Nelson, Llc | 489 | 0,00 | 17 | 13,33 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 11.422 | -4,84 | 385 | -2,78 | ||||
| 2026-02-12 | 13F | Betterment LLC | 91.951 | 5,54 | 3 | 50,00 | ||||
| 2026-04-09 | 13F | Kelly Financial Group Llc | 286.288 | -2,90 | 9.638 | -0,75 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 7.173 | 242 | ||||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 458 | 0,00 | 15 | 7,14 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 6.685 | 0,00 | 220 | 4,27 | ||||
| 2026-02-05 | 13F | Disciplined Investments, LLC | 247.726 | 4,96 | 8.160 | 9,31 | ||||
| 2026-01-26 | 13F | DBK Financial Counsel, LLC | 31.645 | 33,21 | 1.042 | 38,75 | ||||
| 2026-04-21 | 13F | Willow Financial LLC | 134.670 | 11,59 | 4.534 | 14,06 | ||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 17.462 | 0,00 | 588 | 2,09 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 41.110 | 54,86 | 1.384 | 58,35 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 1.046 | 34 | ||||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 55.554 | -0,68 | 1.870 | 1,52 | ||||
| 2026-02-17 | 13F | Parvin Asset Management, LLC | 734 | 24 | ||||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 62.215 | -94,53 | 2.049 | -94,30 | ||||
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 55.086 | -5,86 | 1.855 | -3,79 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 17.619 | 85,37 | 580 | 93,33 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 192 | -0,52 | 6 | 0,00 | ||||
| 2026-02-17 | 13F | Creative Planning | 2.417.169 | 2,34 | 79.622 | 6,57 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 2.831 | 93 | ||||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 207.363 | 20,47 | 7 | 20,00 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 71.367 | 704,77 | 2.351 | 739,29 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 616.320 | 178,56 | 20.302 | 190,10 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 60.815 | 0,04 | 2.048 | 2,25 | ||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 37.590 | 23,21 | 1.238 | 28,29 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | rebel Financial LLC | 15.018 | -10,42 | 506 | -8,51 | ||||
| 2026-01-28 | 13F | Alesco Advisors Llc | 537.602 | 15,33 | 17.709 | 20,11 | ||||
| 2026-04-07 | 13F | Trinity Financial Advisors LLC | 139.832 | 5,83 | 4.708 | 8,18 | ||||
| 2026-02-09 | 13F | Integrity Advisory Solutions, LLC | 6.600 | 217 | ||||||
| 2026-02-13 | 13F | Morgan Stanley | 48.121 | -65,70 | 1.585 | -64,28 | ||||
| 2025-11-06 | 13F | Ameritas Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 2.028 | 0,10 | 68 | 3,03 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 860 | 0,00 | 28 | 3,70 | ||||
| 2025-11-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F/A | Efficient Advisors, LLC | 840.773 | -16,26 | 27.695 | -12,79 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 14.377 | 0,01 | 474 | 4,19 | ||||
| 2026-02-13 | 13F | Fortis Capital Management LLC | 11.951 | 0,46 | 394 | 4,52 | ||||
| 2026-02-13 | 13F | Pinney & Scofield, Inc. | 132.293 | 8,84 | 4.358 | 13,35 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 365.207 | -1,61 | 12.030 | 2,46 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 961.790 | 62,61 | 32.383 | 66,21 | ||||
| 2026-02-13 | 13F | Ariadne Wealth Management, LP | 90.535 | -4,24 | 3.282 | 10,03 | ||||
| 2026-02-13 | 13F | Aire Advisors, Llc | 453.534 | 1,33 | 14.939 | 5,53 | ||||
| 2026-02-12 | 13F | Tillman Hartley LLC | 331.626 | -1,04 | 10.924 | 3,06 | ||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 6.600 | -2,08 | 217 | 1,88 | ||||
| 2026-02-02 | 13F | Pillar Financial Advisors, LLC | 3.903 | -9,99 | 129 | -6,57 | ||||
| 2025-11-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | First Citizens Bank & Trust Co | 3.477.147 | 1,43 | 114.537 | 5,63 | ||||
| 2026-02-02 | 13F | TCI Wealth Advisors, Inc. | 1.441.448 | 1,55 | 47.481 | 5,76 | ||||
| 2026-02-17 | 13F | Strive Financial Group ,LLC | 113 | 4 | ||||||
| 2026-02-19 | 13F | Birchwood Financial Partners, Inc. | 373 | 12 | ||||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 11.918 | 0 | ||||||
| 2026-02-13 | 13F | Three Arch Wealth Management LLC | 355.501 | 11.710 | ||||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 407 | 0,00 | 14 | 0,00 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 23.554 | 23,07 | 793 | 25,87 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 139 | 5 | ||||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 3.757 | 6,64 | 124 | 10,81 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 81 | 3 | ||||||
| 2026-04-02 | 13F | Collective Family Office Llc | 240.669 | 2,09 | 8.103 | 4,35 | ||||
| 2026-04-16 | 13F | Sterneck Capital Management, LLC | 6.225 | 0,00 | 210 | 1,95 | ||||
| 2026-04-20 | 13F | Tanager Wealth Management LLP | 499.562 | 1,92 | 16.820 | 4,18 | ||||
| 2026-01-29 | 13F | Golden State Equity Partners | 19.646 | 64,83 | 647 | 72,07 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 11.001 | 317,02 | 370 | 330,23 | ||||
| 2026-01-29 | 13F | Quent Capital, LLC | 286.081 | 10,14 | 9.424 | 14,70 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 301.017 | 2,93 | 9.916 | 7,20 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 361.836 | 4,18 | 12.183 | 6,49 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 800.600 | 153,63 | 26.372 | 164,13 | ||||
| 2026-02-17 | 13F | Opus Financial Solutions LLC | 10.680 | 352 | ||||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 7.538 | 259 | ||||||
| 2025-11-14 | 13F | Williams Jones Wealth Management, LLC. | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Partners in Financial Planning | 12.403 | 0,32 | 409 | 4,35 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 8.828 | 0,09 | 297 | 2,41 | ||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 1.244 | 42 | ||||||
| 2026-02-23 | 13F | McMill Wealth Management | 150.782 | 3,87 | 4.967 | 8,17 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 3.087 | 449,29 | 102 | 494,12 | ||||
| 2026-01-30 | 13F | First Citizens Investor Services, Inc. | 82.505 | 2,20 | 2.718 | 6,42 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 176.139 | 1.518,92 | 5.802 | 1.586,63 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 121.846 | 2,98 | 4.014 | 7,24 | ||||
| 2026-04-09 | 13F | Allodium Investment Consultants, LLC | 299.323 | -0,87 | 10.078 | 1,33 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 7.319 | 5,22 | 246 | 7,42 | ||||
| 2025-10-30 | 13F | Ridgewood Investments LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-13 | 13F | Trust Co | 321 | 11 | ||||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 102 | 3 | ||||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 19.546 | -3,37 | 658 | -1,20 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Ritter Daniher Financial Advisory LLC / DE | 308.226 | 0,34 | 10.153 | 4,49 | ||||
| 2026-02-19 | 13F | Professional Financial Solutions Llc /adv | 17.739 | 584 | ||||||
| 2026-02-17 | 13F | Ballast Financial Advisors LLC | 52.072 | 1.715 | ||||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 9.795 | 9,50 | 323 | 14,18 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 591 | 0,00 | 20 | 0,00 | ||||
| 2026-02-11 | 13F | Jessup Wealth Management, Inc | 128 | 4 | ||||||
| 2026-04-17 | 13F | Ballentine Capital Advisors, Inc | 493.037 | -0,44 | 16.601 | 1,77 | ||||
| 2026-01-28 | 13F | Rather & Kittrell, Inc. | 16.712 | 7,12 | 550 | 11,56 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 474 | 0,00 | 16 | 0,00 | ||||
| 2026-02-13 | 13F | Clarity Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Triumph Capital Management | 663 | 22 | ||||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 9.300 | 6,15 | 313 | 6,10 | ||||
| 2026-02-03 | 13F | Crossmark Global Holdings, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Skopos Labs, Inc. | 8.099 | 268 | ||||||
| 2026-01-23 | 13F | Assetmark, Inc | 415 | 0,00 | 14 | 0,00 | ||||
| 2026-02-13 | 13F | Granville Capital, Inc. | 10.286 | 339 | ||||||
| 2026-02-13 | 13F | Satovsky Asset Management Llc | 9.448 | 311 | ||||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 1.401.653 | 4,90 | 47.194 | 7,23 | ||||
| 2026-04-24 | 13F | ERn Financial, LLC | 55.630 | 4,97 | 1.873 | 7,34 | ||||
| 2026-04-20 | 13F | Strategent Financial, LLC | 8.176 | 3,78 | 275 | 6,18 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 48.453 | -18,90 | 1.596 | -15,51 | ||||
| 2026-02-11 | 13F | Deutsche Bank Ag\ | 431 | 14 | ||||||
| 2026-04-22 | 13F | Motco | 52.092 | 21,97 | 1.754 | 24,68 | ||||
| 2026-04-24 | 13F | Williams Financial, LLC | 110.976 | -1,24 | 3.737 | 0,95 | ||||
| 2026-02-04 | 13F | Cannon Financial Strategists, Inc. | 11.403 | 0,47 | 376 | 4,46 | ||||
| 2026-02-14 | 13F | Howe & Rusling Inc | 791 | 0,00 | 26 | 4,00 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 11.068 | -2,30 | 365 | 1,68 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 3.196 | 15,59 | 105 | 20,69 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 91 | 3 | ||||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 168 | 0,00 | 6 | 0,00 | ||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 59 | 2 | ||||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 410.737 | 51,10 | 13.830 | 54,46 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 290.129 | 2,56 | 9.557 | 6,81 | ||||
| 2026-02-09 | 13F | Family Office Research LLC | 8.258 | 0,00 | 273 | 4,21 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 1.502 | 0,00 | 50 | 4,26 | ||||
| 2026-02-03 | 13F | Strategic Wealth Advisors LLC | 86.280 | 3 | ||||||
| 2026-02-17 | 13F | Maripau Wealth Management Llc | 8.038 | 265 | ||||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 391.381 | 2,84 | 12.892 | 6,77 | ||||
| 2026-02-13 | 13F | Commerce Bank | 6.291 | 207 | ||||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 93 | 3 | ||||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 57.663 | 1,38 | 1.899 | 5,56 | ||||
| 2026-04-17 | 13F | First Citizens Asset Management, Inc. | 99.105 | 2,82 | 3.337 | 5,10 | ||||
| 2026-02-17 | 13F | Perritt Capital Management Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-26 | 13F | Whittier Trust Co Of Nevada Inc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Ami Investment Management Inc | 241.373 | -1,56 | 8.127 | 0,62 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 25 | 0,00 | 1 | |||||
| 2026-02-18 | 13F | GWM Advisors LLC | 44.008 | 67,10 | 1.450 | 73,95 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 203.134 | 0,11 | 6.840 | 2,33 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 22.668 | 0,00 | 747 | 4,19 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 6.315 | 23,92 | 208 | 29,19 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 148.494 | -1,14 | 4.891 | 122.175,00 | ||||
| 2026-02-02 | 13F | Planning Center, Inc. | 432.360 | -6,93 | 14.242 | -3,08 | ||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 55.907 | 3,07 | 1.882 | 0,43 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 77.024 | 1,89 | 2.537 | 6,11 | ||||
| 2026-02-02 | 13F | New England Capital Financial Advisors LLC | 315 | 10 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 666.177 | 3,21 | 22 | 4,76 | ||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 12.493 | 5,27 | 421 | 7,69 | ||||
| 2026-02-12 | 13F | Schoolcraft Capital LLC | 121.680 | 1,66 | 4.008 | 5,86 | ||||
| 2026-01-13 | 13F | Team Financial Group, LLC | 649 | 0,00 | 21 | 5,00 | ||||
| 2026-02-13 | 13F | Croban | 132.499 | 41,67 | 4.363 | 47,51 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 916.244 | 0,00 | 30.181 | 0,00 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 147.869 | 1,30 | 4.979 | 3,54 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 20.334 | 9,19 | 670 | 13,58 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 818 | 0,00 | 28 | 3,85 | ||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 6.196 | 0,10 | 209 | 0,00 | ||||
| 2026-02-13 | 13F | WPWealth LLP | 40.727 | -0,54 | 1.342 | 3,55 | ||||
| 2026-02-11 | 13F | M Holdings Securities, Inc. | 108.816 | 4 | ||||||
| 2025-11-14 | 13F | Gen-Wealth Partners Inc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 1.156.097 | 20,36 | 38.082 | 25,34 | ||||
| 2026-01-15 | 13F | Sollinda Capital Management LLC | 34.635 | 52,92 | 1.141 | 59,22 | ||||
| 2026-04-21 | 13F | Kane Co Wealth Management, Inc. | 49.776 | -0,38 | 1.676 | 1,82 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 105.184 | 86,82 | 3.465 | 94,61 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 11.617 | 87,37 | 383 | 106,49 | ||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 166 | 0,00 | 5 | 0,00 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 22.396 | -1,60 | 738 | 2,50 | ||||
| 2025-10-27 | 13F | PBMares Wealth Management LLC | 127.761 | 5,91 | 4.041 | 12,28 | ||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 60.077 | 10,65 | 2.023 | 13,09 | ||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 18.966 | -0,83 | 639 | 1,43 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 199.886 | 1,76 | 6.584 | 5,97 | ||||
| 2026-01-28 | 13F | Wealth Management Nebraska | 488.398 | 7,30 | 16.088 | 11,75 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 20.802 | -2,52 | 685 | 1,63 | ||||
| 2026-02-10 | 13F | Prospect Financial Group LLC | 62.253 | -0,17 | 2.051 | 3,96 | ||||
| 2026-02-11 | 13F | RAM Investment Partners, LLC | 7.176 | 0,00 | 236 | 4,42 | ||||
| 2026-01-08 | 13F | Signet Financial Management, Llc | 9.574 | -1,25 | 315 | 2,94 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 185.532 | 18,32 | 6.111 | 23,58 | ||||
| 2026-02-02 | 13F | Acorn Creek Capital Llc | 163.903 | -17,97 | 5.399 | -14,58 | ||||
| 2026-02-10 | 13F | IAG Wealth Partners, LLC | 95.894 | 2,83 | 3.159 | 7,09 | ||||
| 2026-01-16 | 13F | Legacy Capital Wealth Partners, LLC | 14.364 | 5,71 | 473 | 10,26 | ||||
| 2026-02-17 | 13F | Sterling Wealth Management, Inc. | 98.481 | 6,10 | 3.244 | 10,49 | ||||
| 2026-02-11 | 13F | Brand Asset Management Group, Inc. | 422.145 | 6,06 | 13.905 | 10,45 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Tobias Financial Advisors, Inc. | 571.198 | 24,89 | 18.815 | 30,06 | ||||
| 2026-04-16 | 13F | JDH Wealth Management, LLC | 39.028 | 2,36 | 1.314 | 4,62 | ||||
| 2026-04-08 | 13F | Wealthspan Partners, Llc | 21.169 | 0,52 | 713 | 2,74 | ||||
| 2026-01-27 | 13F | Werba Rubin Papier Wealth Management | 23.825 | 0,05 | 785 | 4,12 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 1.145 | 38 | ||||||
| 2026-02-17 | 13F/A | Sentinus, LLC | 282.037 | 9.290 | ||||||
| 2026-02-02 | 13F | Legacy Edge Advisors, LLC | 6.186 | 204 | ||||||
| 2026-02-17 | 13F/A | Vance Wealth, Inc. | 60.036 | 4,15 | 1.978 | 8,45 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 45.756.884 | 34,06 | 1.507.232 | 40,63 | ||||
| 2026-02-04 | 13F | Timonier Family Office, LTD. | 330.672 | 3,32 | 10.892 | 7,61 | ||||
| 2026-04-08 | 13F | Shore Point Advisors, LLC | 577.972 | 67,78 | 19.460 | 71,50 | ||||
| 2026-01-27 | 13F | Sterling Financial Planning, Inc. | 11.583 | 0,18 | 382 | 4,38 | ||||
| 2026-01-28 | 13F | Pacific Asset Management, LLC | 9.759 | 0,15 | 321 | 4,22 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 191.008 | 3,23 | 6.431 | 5,51 | ||||
| 2026-02-10 | 13F | MB Generational Wealth, LLC | 25.067 | 1,31 | 826 | 5,50 | ||||
| 2026-02-10 | 13F | BKD Wealth Advisors, LLC | 283.552 | 16,12 | 9.340 | 20,94 | ||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 20.836 | -2,70 | 686 | 1,33 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 21 | 0,00 | 1 | |||||
| 2026-02-13 | 13F | MAI Capital Management | 805 | 0,25 | 27 | 4,00 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 3.571.543 | 1,30 | 117.647 | 5,50 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 1.750 | 0,00 | 58 | 3,64 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 87.504 | 15,96 | 2.882 | 20,79 | ||||
| 2026-01-26 | 13F | Frankly Finances, LLC | 49.982 | 1.646 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 826.043 | -5,11 | 27.210 | -1,18 | ||||
| 2026-02-04 | 13F | LRI Investments, LLC | 3.833 | 2,60 | 126 | 6,78 | ||||
| 2026-04-21 | 13F | Broadway Wealth Solutions, Inc. | 135.630 | -1,32 | 4.567 | 0,86 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 8.540 | 70,87 | 281 | 77,85 | ||||
| 2026-04-08 | 13F | Aurelius Family Office LLC | 78.446 | 1,42 | 2.641 | 1,93 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 38 | 1 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 54.751 | -3,28 | 1.843 | -1,13 | ||||
| 2026-02-13 | 13F | C M Bidwell & Associates Ltd | 1.600 | 0,00 | 53 | 4,00 | ||||
| 2026-04-22 | 13F | Lam Group, Inc. | 114.235 | -3,83 | 3.846 | -1,69 | ||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 15.067 | 0,00 | 496 | 4,20 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 99.966 | -1,42 | 3.293 | 2,65 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 46.898 | 0,15 | 1.545 | 4,25 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 833 | 0,00 | 28 | 3,70 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 1.692 | -2,93 | 56 | 0,00 | ||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 270.057 | 4,57 | 9.093 | 6,88 | ||||
| 2026-02-10 | 13F | REAP Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-20 | 13F | SB Capital Management Inc | 217.142 | 7.153 | ||||||
| 2026-01-20 | 13F | Matson Money. Inc. | 12.138.643 | -0,57 | 399.847 | 3,55 | ||||
| 2026-02-05 | 13F | Blume Capital Management, Inc. | 23.100 | 0,00 | 761 | 4,11 | ||||
| 2026-01-21 | 13F | BIP Wealth, LLC | 20.743 | 683 | ||||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 12.400 | 0 | ||||||
| 2026-02-17 | 13F | Awm Capital, Llc | 11.713 | -16,23 | 386 | -12,90 | ||||
| 2025-11-13 | 13F | Total Investment Management Inc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 10.489 | -1,10 | 353 | 1,15 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 21.111 | 84,73 | 695 | 92,52 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 315 | 10 | ||||||
| 2026-01-29 | 13F | DecisionPoint Financial, LLC | 137 | 5 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 44.036 | 83,65 | 1.504 | 90,49 | ||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 374.134 | 5,77 | 12.597 | 8,12 | ||||
| 2026-02-02 | 13F | Vista Capital Partners, Inc. | 75.452 | 0,37 | 2.485 | 4,54 | ||||
| 2026-02-17 | 13F | Fmr Llc | 1.398 | 390,53 | 46 | 411,11 | ||||
| 2025-10-30 | 13F | Fairway Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 15.249 | 0,00 | 502 | 0,00 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 498 | 17 | ||||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 73.607 | 55,45 | 2 | 100,00 | ||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 9.237 | -6,18 | 304 | -2,25 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 1.739.833 | 3,10 | 59 | 5,45 | ||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 1.352 | 0,00 | 45 | 4,76 | ||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 164.699 | -31,67 | 5.425 | -28,84 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 48.007 | -0,27 | 1.616 | 1,96 |
