Grundlæggende statistik
| Institutionelle ejere | 270 total, 270 long only, 0 short only, 0 long/short - change of 9,31% MRQ |
| Gennemsnitlig porteføljeallokering | 0.8202 % - change of -3,63% MRQ |
| Institutionelle aktier (lange) | 34.589.052 (ex 13D/G) - change of 4,65MM shares 15,53% MRQ |
| Institutionel værdi (lang) | $ 1.652.571 USD ($1000) |
Institutionelt ejerskab og aktionærer
Dimensional ETF Trust - Dimensional National Municipal Bond ETF (US:DFNM) har 270 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 34,589,052 aktier. Største aktionærer omfatter Colony Group, LLC, Truepoint, Inc., Foster Group, Inc., Symmetry Partners, LLC, Apella Capital, LLC, GeoWealth Management, LLC, Sequoia Financial Advisors, LLC, Beaird Harris Wealth Management, LLC, Rather & Kittrell, Inc., and Pathstone Holdings, LLC .
Dimensional ETF Trust - Dimensional National Municipal Bond ETF (ARCA:DFNM) 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 20, 2026 is 48,40 / share. Previously, on April 21, 2025, the share price was 46,90 / share. This represents an increase of 3,20% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-13 | 13F | CPA Asset Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-16 | 13F | Meredith Wealth Planning | 43.449 | 123,96 | 2.093 | 124,95 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 33.737 | 25,28 | 1.617 | 24,67 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 104.427 | 43,09 | 5.005 | 42,39 | ||||
| 2026-01-26 | 13F | Quarry Hill Advisors, Llc | 64.110 | 29,15 | 3.088 | 29,69 | ||||
| 2026-02-11 | 13F | Entelevest, LLC | 7.397 | 356 | ||||||
| 2026-01-22 | 13F | Jackson Thornton Asset Management, Llc | 59.431 | 133,54 | 2.869 | 134,51 | ||||
| 2026-02-11 | 13F | Eldridge Investment Advisors, Inc. | 10.027 | -0,35 | 483 | 0,00 | ||||
| 2026-02-13 | 13F | Safeguard Investment Advisory Group, LLC | 17.929 | 4,85 | 864 | 5,24 | ||||
| 2026-02-17 | 13F | Awm Capital, Llc | 700.642 | 7,21 | 33.750 | 7,64 | ||||
| 2026-01-27 | 13F | Mills Wealth Advisors LLC | 34.419 | -1,25 | 1.658 | -0,90 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 34.605 | -56,12 | 1.667 | -55,96 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 40.839 | 4,61 | 1.957 | 4,10 | ||||
| 2026-04-15 | 13F | Websterrogers Financial Advisors, Llc | 31.698 | 0,00 | 1.519 | -0,46 | ||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 55.407 | -2,70 | 2.669 | -2,34 | ||||
| 2026-02-10 | 13F | Acorn Wealth Advisors, LLC | 6.304 | 304 | ||||||
| 2026-02-03 | 13F | New Dimensions Wealth Management, LLC | 25.147 | 14,48 | 1.211 | 15,00 | ||||
| 2026-02-06 | 13F | Summit Wealth Group, LLC | 64.819 | -0,39 | 3.122 | 0,00 | ||||
| 2026-02-02 | 13F | Integrity Wealth Solutions LLC | 14.039 | -22,10 | 676 | -21,76 | ||||
| 2026-01-26 | 13F | Sterling Wealth Advisors Inc | 18.462 | 0,01 | 889 | -0,22 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 32.706 | 6,76 | 1.571 | 6,44 | ||||
| 2026-02-13 | 13F | Seaside Wealth Management, Inc. | 5.914 | 0,94 | 285 | 1,07 | ||||
| 2026-02-20 | 13F | Waterford Advisors, LLC | 527.277 | 23.838 | ||||||
| 2026-04-20 | 13F | 25 Llc | 208.063 | 2,70 | 9.972 | 2,18 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 70.009 | 19,81 | 3.356 | 19,23 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 696.646 | 13,19 | 33.557 | 13,63 | ||||
| 2026-02-06 | 13F | Csenge Advisory Group | 5.606 | -1,60 | 270 | -1,10 | ||||
| 2026-01-09 | 13F | Dynamic Advisor Solutions LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Strathmore Capital Advisors, Inc. | 289.075 | 24,97 | 13.925 | 25,46 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 9.024 | 435 | ||||||
| 2026-01-23 | 13F | Integrated Wealthcare, Llc | 12.750 | 614 | ||||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 7.873 | -0,67 | 379 | -0,26 | ||||
| 2026-01-21 | 13F | SJS Investment Consulting Inc. | 690 | 0,00 | 33 | 0,00 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 83.992 | -10,50 | 4.046 | -10,15 | ||||
| 2026-01-27 | 13F | Elevate Wealth Advisory, Inc | 36.624 | -0,20 | 1.764 | 0,23 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 12.463 | -13,76 | 600 | -13,42 | ||||
| 2026-04-17 | 13F | Kaufman Rossin Wealth, LLC | 7.065 | -11,10 | 339 | -11,52 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 60.081 | 10,13 | 2.894 | 10,58 | ||||
| 2026-04-20 | 13F | Kfg Wealth Management, Llc | 5.447 | 0,39 | 261 | 0,00 | ||||
| 2026-02-11 | 13F | United Wealth Management, LLC | 128.778 | 3,44 | 6.203 | 3,85 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 58.935 | 1,93 | 2.839 | 2,31 | ||||
| 2026-02-04 | 13F | Heritage Wealth Management, Inc. /CA/ | 32.625 | 10,48 | 1.572 | 10,95 | ||||
| 2026-02-13 | 13F | FF Advisors,LLC | 55.193 | 0,00 | 2.659 | 0,38 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 118.705 | 15,14 | 5.690 | 14,56 | ||||
| 2026-02-09 | 13F | Cary Street Partner Investment Advisory Llc | 2.852 | 2,77 | 137 | 3,01 | ||||
| 2026-01-13 | 13F | Scratch Capital Llc | 58.657 | 9,35 | 2.826 | 9,79 | ||||
| 2026-02-17 | 13F | Hanover Advisors Inc | 5.267 | 0,00 | 254 | 0,40 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Guardian Wealth Management, LLC | 148.396 | 7.148 | ||||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 849.872 | 3,92 | 40.938 | 4,33 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 70 | 0,00 | 3 | 0,00 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 8.788 | -0,01 | 423 | 0,48 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 33.838 | 0,38 | 1.630 | 0,74 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 45.467 | 7,14 | 2 | 0,00 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 29.235 | 1.408 | ||||||
| 2026-02-17 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-01 | 13F | Confluence Investment Management Llc | 205.362 | -1,99 | 9.843 | -2,47 | ||||
| 2026-01-16 | 13F | Red Lighthouse Investment Management, Llc | 6.141 | 0,00 | 296 | 0,34 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 130.352 | 60,49 | 6.279 | 61,17 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 523.582 | 399,32 | 25.221 | 401,29 | ||||
| 2026-02-05 | 13F | Kane Co Wealth Management, Inc. | 27.790 | 1.339 | ||||||
| 2026-02-13 | 13F | American Investment Services, Inc. | 78.899 | 23,07 | 3.801 | 23,58 | ||||
| 2026-02-04 | 13F | Midwest Trust Co | 6.882 | -0,92 | 332 | -0,60 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 131 | 45,56 | 6 | 50,00 | ||||
| 2025-11-13 | 13F | Seacrest Wealth Management, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-21 | 13F | Penney Financial, LLC | 88.305 | 178,24 | 4.254 | 179,43 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 208.369 | -39,59 | 10.018 | -39,83 | ||||
| 2026-01-28 | 13F | Financial Plan, Inc. | 17.491 | 843 | ||||||
| 2026-04-17 | 13F | Demming Financial Services Corp /adv | 30.473 | 8,39 | 1.460 | 7,83 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 478.820 | 13,14 | 23.065 | 13,59 | ||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 239.917 | 9,38 | 11.499 | 8,84 | ||||
| 2026-02-03 | 13F | LJI Wealth Management, LLC | 10.600 | 511 | ||||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 2.419 | -2,22 | 117 | -1,69 | ||||
| 2026-01-29 | 13F | Comerica Bank | 14.935 | 1,12 | 719 | 1,55 | ||||
| 2026-01-29 | 13F | Wheelhouse Advisory Group LLC | 226.824 | 46,34 | 10.926 | 46,93 | ||||
| 2025-11-05 | 13F | Concord Asset Management, LLC/VA | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Burton Enright Welch | 10.670 | 0,37 | 514 | 0,59 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 36.194 | 40,19 | 1.743 | 40,79 | ||||
| 2026-01-29 | 13F | Concord Wealth Partners | 41.641 | 31,64 | 2.006 | 32,17 | ||||
| 2026-01-28 | 13F | Investmark Advisory Group LLC | 22.254 | 0,77 | 1.072 | 1,23 | ||||
| 2026-02-12 | 13F | Wescott Financial Advisory Group, LLC | 79.203 | 0,07 | 3.815 | 0,47 | ||||
| 2026-02-13 | 13F | Generations Wealth, LLC | 15.229 | 734 | ||||||
| 2026-01-21 | 13F | Crews Bank & Trust | 15.717 | -9,42 | 757 | -9,01 | ||||
| 2026-01-29 | 13F | UBS Group AG | 21 | 1 | ||||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 150.047 | 8,26 | 7.229 | 8,77 | ||||
| 2026-01-22 | 13F | Squire Investment Management Company, LLC | 5.344 | 257 | ||||||
| 2026-01-26 | 13F | Cwm, Llc | 1.210 | -41,03 | 0 | |||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 327.330 | -37,20 | 15.728 | -37,62 | ||||
| 2026-02-06 | 13F | Delap Wealth Advisory, Llc | 7.387 | 356 | ||||||
| 2026-01-30 | 13F | Exencial Wealth Advisors, Llc | 10.685 | 0,00 | 515 | 0,39 | ||||
| 2026-01-15 | 13F | RCS Financial Planning, LLC | 9.543 | 3,46 | 460 | 3,85 | ||||
| 2026-02-12 | 13F | Betterment LLC | 26.585 | -5,78 | 1 | 0,00 | ||||
| 2026-01-29 | 13F | Porter White Investment Advisors, Inc. | 168.955 | 5,48 | 8.139 | 5,89 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 69.082 | 4,24 | 3.311 | 3,73 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 23.281 | 0,16 | 1.116 | -0,36 | ||||
| 2026-01-23 | 13F | SpringVest Wealth Management LLC | 11.374 | 0,00 | 548 | 0,37 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 804.928 | -0,85 | 38.773 | -0,46 | ||||
| 2025-10-28 | 13F | Copperleaf Capital, LLC | 8.961 | 9,45 | 430 | 10,57 | ||||
| 2026-03-26 | 13F | Merited Wealth, LLC | 10.478 | 505 | ||||||
| 2026-01-29 | 13F | UMA Financial Services, Inc. | 15.235 | 4,05 | 734 | 4,42 | ||||
| 2026-02-11 | 13F | Johnson Wealth Management, LLC | 92.569 | 4.459 | ||||||
| 2026-02-05 | 13F | Pinnacle Financial Group, LLC / IL | 6.230 | 0,00 | 300 | 0,67 | ||||
| 2026-01-08 | 13F | Sentinel Wealth Management, Inc. | 102.851 | 0,00 | 4.954 | 0,41 | ||||
| 2026-02-06 | 13F | One Degree Advisors Inc | 27.293 | 10,24 | 1 | 0,00 | ||||
| 2026-02-10 | 13F | Zhang Financial LLC | 12.000 | 578 | ||||||
| 2026-02-27 | 13F | Strategic Investment Solutions, Inc. /IL | 6.980 | -2,57 | 336 | -2,04 | ||||
| 2026-04-16 | 13F | Vested Financial Planning, LLC | 202.623 | -0,83 | 9.712 | -1,33 | ||||
| 2026-02-05 | 13F | Disciplined Investments, LLC | 14.225 | -3,40 | 685 | -2,97 | ||||
| 2026-01-20 | 13F | Aspiriant, Llc | 400.076 | 9,00 | 19.272 | 9,43 | ||||
| 2026-02-05 | 13F | Mainsail Asset Management, Llc | 100.881 | 4.859 | ||||||
| 2026-02-02 | 13F | Forza Wealth Management, LLC | 97.500 | -1,71 | 4.697 | -1,32 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 360.409 | 5,69 | 17.361 | 6,11 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 46 | 0,00 | 2 | 0,00 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 175.945 | 0,43 | 8.491 | 0,63 | ||||
| 2026-02-03 | 13F | Ponta Wealth Partners, LLC | 7.827 | 377 | ||||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 20.568 | 0,00 | 986 | -0,51 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 482.789 | 33,39 | 23.140 | 32,73 | ||||
| 2026-02-09 | 13F | Rhl Group, Llc | 474 | 23 | ||||||
| 2026-02-12 | 13F | Burk Holdings LLC | 9.086 | 8,28 | 438 | 8,71 | ||||
| 2026-02-17 | 13F | Creative Planning | 5.920 | -43,67 | 285 | -43,45 | ||||
| 2026-04-07 | 13F | Five Oceans Advisors | 9.620 | 0,00 | 461 | -0,43 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 315 | 0,64 | 15 | 0,00 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 3.140 | 32,94 | 151 | 32,74 | ||||
| 2026-01-21 | 13F | MBL Wealth, LLC | 707.095 | 3,92 | 34.061 | 4,33 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 39.561 | 1.896 | ||||||
| 2026-01-26 | 13F | Forteris Wealth Management Inc. | 11.915 | 574 | ||||||
| 2026-01-16 | 13F | Life Planning Partners, Inc | 10.070 | -0,53 | 485 | 0,00 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 11.786 | 45,54 | 568 | 46,13 | ||||
| 2026-02-10 | 13F | One Capital Management, LLC | 28.320 | 6,01 | 1.364 | 6,48 | ||||
| 2026-02-12 | 13F | Tandemgrowth Financial Advisors Llc | 55.824 | 2.689 | ||||||
| 2026-01-09 | 13F | Keb Asset Management, Llc | 18.937 | 69,22 | 912 | 70,15 | ||||
| 2026-02-03 | 13F | Navigoe, LLC | 4.082 | 0,00 | 0 | |||||
| 2026-04-15 | 13F | BDFS Capital LLC | 12.756 | 5,75 | 611 | 5,16 | ||||
| 2026-02-11 | 13F | Nemes Rush Group LLC | 1.647 | 0,98 | 79 | 1,28 | ||||
| 2026-01-26 | 13F | Oceanside Advisors LLC | 7.832 | 10,40 | 377 | 10,88 | ||||
| 2026-02-12 | 13F | Tillman Hartley LLC | 89.361 | 20,94 | 4.305 | 21,41 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 30.749 | 1 | ||||||
| 2026-02-13 | 13F | Jacobi Capital Management LLC | 10.732 | 0,92 | 517 | 1,18 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 116.507 | -2,39 | 5.584 | -2,87 | ||||
| 2026-02-03 | 13F | Heffernan Advisory, Inc | 24.897 | 1.199 | ||||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 247.711 | 24,39 | 11.873 | 23,77 | ||||
| 2026-04-10 | 13F | Great Oak Capital Partners, Llc | 36.594 | 0,91 | 1.763 | 0,97 | ||||
| 2026-01-23 | 13F | Investment Advisory Group, LLC | 5.875 | 283 | ||||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 31.626 | 2 | ||||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 105.036 | 54,72 | 5.060 | 55,33 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 16.432 | 35,51 | 792 | 36,14 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 318 | 0,63 | 15 | 0,00 | ||||
| 2025-11-06 | 13F | Fundamentun, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 82.087 | 2,10 | 3.934 | 1,60 | ||||
| 2026-01-27 | 13F | Paul Damon & Associates, Inc. | 37.185 | 9,55 | 1.791 | 10,01 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 16.901 | 344,30 | 814 | 347,25 | ||||
| 2026-04-20 | 13F | City State Bank | 1.038 | 0,00 | 50 | -2,00 | ||||
| 2026-04-13 | 13F | Physician Wealth Solutions Inc. | 14.909 | -2,94 | 715 | -3,38 | ||||
| 2025-11-06 | 13F | Liberty Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 51.574 | 14,59 | 2.484 | 15,05 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 1.460.226 | -0,38 | 69.989 | -0,88 | ||||
| 2026-02-05 | 13F | Roberts Glore & Co Inc /il/ | 17.735 | -13,91 | 854 | -13,56 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 6.266 | -83,49 | 302 | -83,46 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 6.984 | 336 | ||||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 882.985 | 2,14 | 42.533 | 2,54 | ||||
| 2026-04-20 | 13F | Verus Financial Partners, Inc. | 95.785 | 2,44 | 4.628 | 2,21 | ||||
| 2026-02-17 | 13F | Envision Financial Planning, LLC | 5.826 | 1,25 | 281 | 1,45 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 78.265 | 0,12 | 3.770 | 0,53 | ||||
| 2025-10-22 | 13F | Geneos Wealth Management Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Entrewealth, Llc | 202.926 | 20,64 | 9.870 | 22,30 | ||||
| 2025-11-14 | 13F | RW Investment Management LLC | 74.924 | -1,72 | 3.595 | -0,61 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 341.608 | 1,96 | 16.455 | 2,36 | ||||
| 2026-01-28 | 13F | Rather & Kittrell, Inc. | 836.954 | 8,46 | 40.316 | 8,89 | ||||
| 2026-02-11 | 13F | Ameritas Investment Partners, Inc. | 3.307 | 159 | ||||||
| 2026-02-10 | 13F | Baker Avenue Asset Management, LP | 59.776 | 6,64 | 2.879 | 7,07 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 41.199 | 0,00 | 1.985 | 0,00 | ||||
| 2025-11-14 | 13F | Binnacle Investments Inc | 11.053 | 4,33 | 530 | 5,58 | ||||
| 2026-01-14 | 13F | BWM Planning, LLC | 44.072 | 310,89 | 2.123 | 312,84 | ||||
| 2026-02-13 | 13F | Tassel Capital Management, Inc. | 63.503 | 1,13 | 3.059 | 1,53 | ||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 10.785 | 0,00 | 520 | 0,39 | ||||
| 2026-01-29 | 13F | ArborFi Advisors, LLC | 17.843 | 8,06 | 859 | 8,46 | ||||
| 2026-02-02 | 13F | Triune Financial Partners, LLC | 18.061 | 91,32 | 876 | 93,81 | ||||
| 2026-04-08 | 13F | West Financial Advisors, LLC | 201.939 | 6,38 | 9.679 | 5,84 | ||||
| 2026-02-10 | 13F | Platform Wealth Management, LLC | 28.589 | 1.377 | ||||||
| 2026-02-13 | 13F | North Ridge Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 34.929 | -26,90 | 1.674 | -27,25 | ||||
| 2026-02-04 | 13F | Timonier Family Office, LTD. | 44.346 | -4,24 | 2.136 | -3,83 | ||||
| 2026-02-06 | 13F | Legacy Financial Group, Inc. | 55.894 | -11,44 | 2.692 | -11,10 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 13.976 | 2,83 | 673 | 3,22 | ||||
| 2026-01-27 | 13F | Symmetry Partners, LLC | 1.326.778 | 63.911 | ||||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 0 | -100,00 | 0 | |||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 9.384 | -36,04 | 452 | -35,70 | ||||
| 2026-02-11 | 13F | Truepoint, Inc. | 2.974.080 | 4,00 | 143.261 | 4,41 | ||||
| 2026-01-15 | 13F | Hartmann Taylor Wealth Management, LLC | 37.250 | 0,00 | 1.794 | 0,39 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 5.320 | 0,00 | 255 | -0,78 | ||||
| 2026-04-16 | 13F | BCO Wealth Management LLC | 108.280 | 5,42 | 5.190 | 4,89 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 147.095 | 8,20 | 7.086 | 8,63 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 30.006 | 7,84 | 1.445 | 8,24 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 125 | 6 | ||||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 138 | 0,00 | 7 | 0,00 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 10.900 | 17,02 | 525 | 17,71 | ||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 61.060 | -5,79 | 2.927 | -6,67 | ||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 6.152 | 5,51 | 296 | 6,09 | ||||
| 2026-04-13 | 13F | Cogent Private Wealth, Inc. | 19.970 | 8,49 | 957 | 8,01 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 612.168 | 0,61 | 29.488 | 101.582,76 | ||||
| 2026-02-05 | 13F | HFM Investment Advisors, LLC | 366.733 | -2,24 | 17.665 | -1,85 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 48.400 | 0,47 | 2.331 | 0,87 | ||||
| 2026-01-23 | 13F | Creative Capital Management Investments LLC | 6.251 | 9,05 | 301 | 9,45 | ||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 27.974 | 5,66 | 1.348 | 6,06 | ||||
| 2026-04-16 | 13F | CogentBlue Wealth Advisors, LLC | 23.709 | -0,90 | 1.136 | -1,39 | ||||
| 2026-02-17 | 13F | SwitchPoint Financial Planning, LLC | 39.303 | 6,89 | 1.893 | 7,31 | ||||
| 2026-01-29 | 13F | Resonant Capital Advisors, LLC | 286.265 | 19,74 | 13.789 | 20,22 | ||||
| 2025-11-14 | 13F | Main Street Financial Solutions, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | WPWealth LLP | 26.211 | 7,78 | 1.263 | 8,23 | ||||
| 2025-10-27 | 13F | PBMares Wealth Management LLC | 536.316 | 5,32 | 25.732 | 6,54 | ||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 147.771 | 7,84 | 7.083 | 6,77 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 190.663 | 1,63 | 9.184 | 2,03 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 11.591 | -41,76 | 559 | -41,47 | ||||
| 2026-01-14 | 13F | Aegis Wealth Management LLC | 16.200 | 8,00 | 780 | 8,48 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 37.081 | 17,12 | 1.777 | 16,52 | ||||
| 2026-02-02 | 13F | Vantage Point Financial LLC | 7.135 | 3,14 | 344 | 3,63 | ||||
| 2026-02-13 | 13F | Mosaic Family Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 39.999 | 49,57 | 1.927 | 50,12 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 8.411 | -98,99 | 405 | -98,98 | ||||
| 2026-02-17 | 13F | Sterling Wealth Management, Inc. | 27.941 | 78,69 | 1.346 | 79,33 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 70.743 | 4,04 | 3.408 | 4,45 | ||||
| 2026-01-23 | 13F | Warburton Capital Management, LLC | 43.055 | 89,33 | 2 | 100,00 | ||||
| 2026-01-27 | 13F | Grunden Financial Advisory, Inc. | 12.580 | 0,92 | 606 | 1,34 | ||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 64.152 | 43,99 | 3.090 | 44,60 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 10.035 | -4,62 | 483 | -4,17 | ||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 42.663 | 2.055 | ||||||
| 2026-02-11 | 13F | Vise Technologies, Inc. | 40.051 | 345,41 | 1.929 | 347,56 | ||||
| 2026-02-13 | 13F | Tableaux Llc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 475 | 1,06 | 23 | 0,00 | ||||
| 2026-02-10 | 13F | Verus Capital Partners, Llc | 10.295 | 2,19 | 496 | 2,48 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 26.492 | 0,92 | 1.276 | 1,35 | ||||
| 2026-02-13 | 13F | GM Advisory Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | HB Wealth Management, LLC | 55.830 | 0,00 | 2.689 | 0,41 | ||||
| 2026-02-05 | 13F | Landmark Wealth Management, LLC | 31.604 | -24,71 | 1.522 | -24,43 | ||||
| 2025-11-06 | 13F | Asset Planning Corporation | 215.251 | -1,12 | 10.328 | 0,03 | ||||
| 2026-04-15 | 13F | Iowa State Bank | 11.271 | 0,00 | 540 | -0,37 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Glass Jacobson Investment Advisors llc | 10.057 | 0,92 | 484 | 1,26 | ||||
| 2026-01-28 | 13F | Pacific Asset Management, LLC | 18.376 | 65,36 | 885 | 66,04 | ||||
| 2026-02-17 | 13F | Note Advisors, LLC | 52.520 | 34,23 | 2.542 | 35,43 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 26.684 | 167,37 | 1.285 | 168,83 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1.215 | 12,92 | 59 | 13,73 | ||||
| 2026-02-17 | 13F | Wheels Up Wealth, Inc. | 35.246 | 1.698 | ||||||
| 2026-04-10 | 13F | Claris Advisors, Llc / Mo / | 22.705 | 23,19 | 1.088 | 22,66 | ||||
| 2025-10-24 | 13F | Oak Wealth Advisors LLC | 4.959 | -76,40 | 238 | -76,20 | ||||
| 2026-03-02 | 13F | Cogent Strategic Wealth Llc | 11.403 | 552 | ||||||
| 2025-11-14 | 13F | Equitable Holdings, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Capstone Wealth Management, LLC | 24.566 | 10,32 | 1.177 | 9,79 | ||||
| 2026-04-16 | 13F | JDH Wealth Management, LLC | 14.115 | 13,66 | 677 | 13,04 | ||||
| 2026-02-10 | 13F | MB Generational Wealth, LLC | 40.666 | 231,40 | 1.959 | 232,99 | ||||
| 2026-04-09 | 13F | Shearwater Capital LLC | 44.116 | -1,31 | 2.114 | -1,81 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Verisail Partners, LLC | 49.387 | 0,73 | 2.367 | 0,25 | ||||
| 2026-04-13 | 13F | White Wing Wealth Management | 9.428 | -22,73 | 452 | -23,17 | ||||
| 2026-04-06 | 13F | Hiley Hunt Wealth Management | 51.718 | 5,39 | 2.479 | 4,87 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Colony Group, LLC | 3.662.918 | 42,54 | 176.443 | 43,11 | ||||
| 2026-01-16 | 13F | Mattern Wealth Management LLC | 531.074 | 0,34 | 25.582 | 0,73 | ||||
| 2026-02-10 | 13F | Beckerman Institutional, LLC | 8.866 | -0,24 | 427 | 0,23 | ||||
| 2026-01-20 | 13F | Citrine Capital LLC | 166.538 | 16,96 | 8.022 | 17,44 | ||||
| 2026-02-04 | 13F | Anson Capital, Inc. | 10.459 | 31,81 | 504 | 32,37 | ||||
| 2026-02-10 | 13F | Operose Advisors LLC | 3.209 | 155 | ||||||
| 2026-04-08 | 13F | Aurelius Family Office LLC | 69.535 | 0,20 | 3.333 | -0,42 | ||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 5.775 | 0,00 | 277 | -0,72 | ||||
| 2026-02-05 | 13F | Yardley Wealth Management LLC | 302.487 | 6,42 | 14.571 | 6,84 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 66.497 | 7,78 | 3.203 | 8,21 | ||||
| 2026-01-28 | 13F | Core Wealth Management, Inc. | 137.744 | -0,30 | 6.635 | 0,11 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 7.673 | 368 | ||||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 5.754 | 44,90 | 277 | 45,79 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 18.760 | 8,01 | 1 | |||||
| 2026-02-13 | 13F | Sei Investments Co | 32.530 | 11,53 | 1.567 | 11,94 | ||||
| 2026-01-16 | 13F | Legacy Capital Wealth Partners, LLC | 8.586 | 0,20 | 414 | 0,49 | ||||
| 2026-02-05 | 13F | Blume Capital Management, Inc. | 22.685 | 0,00 | 1.093 | 0,37 | ||||
| 2026-02-11 | 13F | RAM Investment Partners, LLC | 509.229 | 22,81 | 24.530 | 23,30 | ||||
| 2026-01-29 | 13F | DecisionPoint Financial, LLC | 9.344 | 0,00 | 450 | 0,45 | ||||
| 2026-04-15 | 13F | JP Wealth Management, Inc. | 16.870 | 0,00 | 809 | -0,49 | ||||
| 2026-02-05 | 13F | Compass Financial Group, Inc. | 166.430 | -2,14 | 8.017 | -1,76 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 9.215 | 0,00 | 444 | 0,23 | ||||
| 2026-02-17 | 13F | Elequin Capital Lp | 99.324 | 99.224,00 | 4.784 | 119.500,00 | ||||
| 2026-02-13 | 13F | Beta Wealth Group, Inc. | 9.242 | 1,92 | 445 | 2,30 | ||||
| 2026-04-14 | 13F | Seven Mile Advisory | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Friday Financial | 13.806 | -9,06 | 662 | -9,58 | ||||
| 2026-02-17 | 13F | Foundry Financial LLC | 11.264 | 543 | ||||||
| 2026-02-13 | 13F | Inspire Advisors, LLC | 7.201 | 347 | ||||||
| 2026-04-20 | 13F | Apella Capital, LLC | 1.320.176 | 93,60 | 63.897 | 94,53 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 86.095 | 7,52 | 4.127 | 7,00 | ||||
| 2026-02-20 | 13F | SB Capital Management Inc | 39.281 | 1.892 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 37.710 | 40,38 | 1.811 | 39,95 | ||||
| 2026-01-23 | 13F | Vestment Financial LLC | 284.600 | 12,11 | 13.780 | 13,07 | ||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 847.860 | 1,38 | 40.841 | 1,78 |
