Grundlæggende statistik
| Institutionelle ejere | 402 total, 402 long only, 0 short only, 0 long/short - change of 9,21% MRQ |
| Gennemsnitlig porteføljeallokering | 1.8793 % - change of 14,68% MRQ |
| Institutionelle aktier (lange) | 97.636.333 (ex 13D/G) - change of 15,58MM shares 18,98% MRQ |
| Institutionel værdi (lang) | $ 4.569.681 USD ($1000) |
Institutionelt ejerskab og aktionærer
Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF (US:DFSD) har 402 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 97,636,333 aktier. Største aktionærer omfatter Colony Group, LLC, Apella Capital, LLC, Savant Capital, LLC, Resources Investment Advisors, LLC., Beaird Harris Wealth Management, LLC, Planning Center, Inc., Root Financial Partners, LLC, Vise Technologies, Inc., Envestnet Asset Management Inc, and DiNuzzo Private Wealth, Inc. .
Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF (ARCA:DFSD) 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 March 13, 2026 is 47,94 / share. Previously, on March 17, 2025, the share price was 47,37 / share. This represents an increase of 1,20% 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
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Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-06 | 13F | VSM Wealth Advisory, LLC | 1.042 | 50 | ||||||
| 2026-02-09 | 13F | Wealthquest Corp | 731.031 | 11,61 | 35.053 | 11,05 | ||||
| 2026-01-09 | 13F | Graves-Light Private Wealth Management, Inc. | 86.625 | 1,03 | 4.154 | 0,53 | ||||
| 2026-01-15 | 13F | BetterWealth, LLC | 29.952 | 22,23 | 1.436 | 21,69 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 124.188 | 10,14 | 5.955 | 9,59 | ||||
| 2026-02-13 | 13F | Safeguard Investment Advisory Group, LLC | 26.993 | -5,02 | 1.294 | -5,48 | ||||
| 2026-01-26 | 13F | Quarry Hill Advisors, Llc | 28.888 | -18,58 | 1.385 | -18,96 | ||||
| 2026-01-15 | 13F | Clg Llc | 14.594 | 3,78 | 700 | 3,25 | ||||
| 2025-09-26 | NP | BDBT - Bluemonte Core Bond ETF | 150 | 7 | ||||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Rockwood Wealth Management, LLC | 46.053 | -4,17 | 2.208 | -4,62 | ||||
| 2025-11-12 | 13F | Willow Creek Wealth Management Inc. | 14.532 | 700 | ||||||
| 2026-01-27 | 13F | Mills Wealth Advisors LLC | 107.739 | -2,60 | 5.166 | -3,08 | ||||
| 2026-01-21 | 13F | Sowell Financial Services LLC | 71.678 | 22,32 | 3.437 | 21,71 | ||||
| 2026-01-15 | 13F | White Wing Wealth Management | 135.958 | 20,17 | 6.519 | 19,33 | ||||
| 2026-02-12 | 13F | Altiora Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Index Fund Advisors, Inc. | 65.713 | 72,26 | 3.151 | 71,38 | ||||
| 2026-01-30 | 13F | Kondo Wealth Advisors, Inc. | 297.363 | 6,84 | 14.259 | 6,31 | ||||
| 2026-01-22 | 13F | Nautilus Advisors LLC | 16.735 | 2,74 | 802 | 2,30 | ||||
| 2026-01-26 | 13F | Sterling Wealth Advisors Inc | 497.906 | -3,84 | 23.875 | -4,83 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 1.887.749 | 5,83 | 90.518 | 5,30 | ||||
| 2026-02-09 | 13F | Diversified Portfolios, Inc. | 1.236.613 | 9,51 | 59.296 | 8,97 | ||||
| 2026-02-09 | 13F | Barry Investment Advisors, LLC | 48.882 | 15,89 | 2.344 | 15,31 | ||||
| 2026-02-09 | 13F | Narus Financial Partners, LLC | 46.795 | -6,07 | 2.244 | -6,54 | ||||
| 2026-01-16 | 13F | DiNuzzo Private Wealth, Inc. | 2.043.634 | 4,90 | 97.992 | 4,38 | ||||
| 2026-01-30 | 13F | Torren Management, LLC | 250.470 | 12.010 | ||||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 2.300 | 1,50 | 110 | 0,92 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 36.837 | 1.766 | ||||||
| 2026-02-04 | 13F | Pure Financial Advisors, Inc. | 161.589 | 2,62 | 7.748 | 2,11 | ||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 7.341 | 352 | ||||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 64.883 | -6,85 | 3.111 | -7,30 | ||||
| 2026-01-27 | 13F | Elevate Wealth Advisory, Inc | 16.396 | 10,28 | 786 | 9,78 | ||||
| 2026-02-19 | 13F | Claris Financial LLC | 5.886 | 282 | ||||||
| 2026-01-21 | 13F | ProCore Advisors, LLC | 67.020 | 3.214 | ||||||
| 2026-02-13 | 13F | SageOak Financial, LLC | 397.214 | 3,69 | 19.046 | 3,17 | ||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 316 | 0 | ||||||
| 2026-02-05 | 13F | Kane Co Wealth Management, Inc. | 136.041 | 6.523 | ||||||
| 2026-01-16 | 13F | Meredith Wealth Planning | 128.611 | 30,37 | 6.167 | 29,70 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 817 | 0,00 | 39 | 0,00 | ||||
| 2026-02-06 | 13F | Geometric Wealth Advisors | 25.577 | -0,64 | 1.226 | -1,13 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 124.057 | 17.546,80 | 5.949 | 17.924,24 | ||||
| 2026-01-05 | 13F | JDH Wealth Management, LLC | 23.995 | -4,24 | 1.151 | -4,72 | ||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | ATLas Financial Planning LLC | 4.850 | 233 | ||||||
| 2026-01-15 | 13F | Brookstone Capital Management | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Foundation Wealth Management, LLC\PA | 52.743 | -8,64 | 2.529 | -9,09 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 259.648 | 10,16 | 12.450 | 9,62 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 4.015.059 | -1,35 | 192.522 | -1,84 | ||||
| 2026-01-28 | 13F | Financial Plan, Inc. | 780.212 | 37.411 | ||||||
| 2026-01-07 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 125.538 | 97,37 | 6.030 | 96,70 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 690 | 0,73 | 33 | 0,00 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 355.761 | 6,37 | 17.059 | 5,84 | ||||
| 2026-01-16 | 13F | Five Oceans Advisors | 56.530 | 0,05 | 2.711 | -0,44 | ||||
| 2026-01-29 | 13F | Wheelhouse Advisory Group LLC | 461.742 | 41,97 | 22.173 | 41,47 | ||||
| 2026-01-15 | 13F | Brady Martz Wealth Solutions, LLC | 322.913 | 7,92 | 15.484 | 7,39 | ||||
| 2026-01-29 | 13F | Comerica Bank | 3.215 | 10,82 | 154 | 10,79 | ||||
| 2026-01-14 | 13F | Wolfstich Capital, LLC | 458.208 | 21.971 | ||||||
| 2026-01-26 | 13F | Cwm, Llc | 11.562 | 113,05 | 1 | |||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1.341 | -20,70 | 64 | -20,99 | ||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Poinciana Advisors Group, Llc | 22.894 | 35,36 | 1.098 | 34,60 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 364.026 | 6,23 | 17.456 | 5,72 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 3.329 | 0,00 | 160 | -0,62 | ||||
| 2026-02-20 | 13F | Capstone Wealth Management, Inc. | 5.328 | 256 | ||||||
| 2026-02-04 | 13F | Liberty Wealth Management Llc | 294.976 | 14.144 | ||||||
| 2026-02-04 | 13F | Ballast Rock Private Wealth LLC | 16.229 | 778 | ||||||
| 2026-02-13 | 13F | Tcfg Wealth Management, Llc | 4.469 | 0,00 | 214 | -0,47 | ||||
| 2026-02-06 | 13F | Delap Wealth Advisory, Llc | 124.386 | 10,79 | 5.964 | 10,02 | ||||
| 2026-02-24 | 13F | Tru Independence Asset Management 2, Llc | 145.974 | 4,70 | 6.999 | 4,18 | ||||
| 2026-01-30 | 13F | Valued Wealth Advisors LLC | 546.435 | 3,83 | 26.202 | 3,31 | ||||
| 2025-10-08 | 13F | Retirement Wealth Solutions LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Betterment LLC | 218.483 | 2,00 | 10 | 0,00 | ||||
| 2025-10-28 | 13F | Copperleaf Capital, LLC | 38.833 | 23,22 | 1.871 | 23,66 | ||||
| 2026-01-08 | 13F | Sentinel Wealth Management, Inc. | 37.395 | 1,22 | 1.793 | 0,73 | ||||
| 2026-02-17 | 13F | Abel Hall, LLC | 6.213 | 0,76 | 298 | 0,00 | ||||
| 2026-01-20 | 13F | Guardian Wealth Management, LLC | 406.426 | 19.488 | ||||||
| 2026-01-29 | 13F | UMA Financial Services, Inc. | 1.774 | 0,45 | 85 | 0,00 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 14.785 | 4,96 | 709 | 4,42 | ||||
| 2026-02-09 | 13F | Studio Investment Management Llc | 305.609 | 13,19 | 14.654 | 12,63 | ||||
| 2026-02-02 | 13F | Forza Wealth Management, LLC | 24.300 | 0,00 | 1.165 | -0,51 | ||||
| 2026-01-27 | 13F | 55 North Private Wealth, LLC | 865.677 | 41.509 | ||||||
| 2026-01-23 | 13F | Live Oak Private Wealth LLC | 113.718 | 6,61 | 5.453 | 6,07 | ||||
| 2026-01-22 | 13F | Triad Wealth Partners, LLC | 11.955 | 28,63 | 573 | 28,19 | ||||
| 2026-02-11 | 13F | Prism Planning Partners LLC | 92.463 | 4.434 | ||||||
| 2026-01-08 | 13F | Hutchens & Kramer Investment Management Group, LLC | 10.037 | -53,45 | 481 | -53,71 | ||||
| 2026-02-17 | 13F | Pinnacle Financial Partners, Inc. | 5.300 | 254 | ||||||
| 2026-01-20 | 13F | Pine Harbor Wealth Management, LLC | 319.594 | 20,08 | 15.325 | 19,49 | ||||
| 2025-11-14 | 13F | XTX Topco Ltd | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-22 | 13F | Apollon Wealth Management, LLC | 52.391 | -15,58 | 2.512 | -15,99 | ||||
| 2026-02-02 | 13F | CENTRAL TRUST Co | 3.750 | 0,00 | 180 | -0,56 | ||||
| 2026-02-17 | 13F | Creative Planning | 6.916 | 332 | ||||||
| 2026-01-16 | 13F | Capital Performance Advisors Llp | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | Synergy Financial Management, LLC | 29.929 | 2,97 | 1.435 | 2,50 | ||||
| 2025-10-24 | 13F | Hemington Wealth Management | 626.433 | 10,12 | 30 | 11,11 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 5.894 | 283 | ||||||
| 2026-01-08 | 13F | Baker Tilly Financial, Llc | 21.978 | -58,17 | 1.054 | -58,40 | ||||
| 2026-01-09 | 13F | Keb Asset Management, Llc | 38.678 | 84,30 | 1.855 | 83,38 | ||||
| 2026-01-22 | 13F | HHM Wealth Advisors, LLC | 315 | 0,00 | 15 | 0,00 | ||||
| 2026-02-11 | 13F | Invst, LLC | 66.583 | 29,52 | 3.193 | 28,87 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Parker Financial LLC | 138.629 | 1,67 | 6.646 | 1,17 | ||||
| 2026-01-12 | 13F | Sax Wealth Advisors, Llc | 274.325 | -21,87 | 13.154 | -22,27 | ||||
| 2026-02-02 | 13F | Pillar Financial Advisors, LLC | 38.248 | -5,72 | 1.834 | -6,24 | ||||
| 2026-02-09 | 13F | Clune & Associates, Ltd. | 312.465 | 11,90 | 14.983 | 11,34 | ||||
| 2025-10-22 | 13F | Abacus Planning Group, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-27 | 13F | Dravo Bay Llc | 274.861 | 12,12 | 13.180 | 11,56 | ||||
| 2026-01-27 | 13F | Krilogy Financial LLC | 15.234 | 0,00 | 732 | -0,27 | ||||
| 2026-02-11 | 13F | Stirlingshire Investments, Inc. | 12.206 | 585 | ||||||
| 2026-02-12 | 13F | Concorde Asset Management, LLC | 4.978 | -12,14 | 239 | -12,82 | ||||
| 2026-02-09 | 13F | Solutions 4 Wealth, Ltd | 30.158 | -25,51 | 1.446 | -25,85 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 19.758 | 16,66 | 947 | 16,05 | ||||
| 2026-01-26 | 13F | Discipline Wealth Solutions, LLC | 222.955 | 5,88 | 10.691 | 5,35 | ||||
| 2026-02-11 | 13F | Lowe Brockenbrough & Co Inc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 90.776 | 4 | ||||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 26.288 | 12,70 | 1.261 | 12,10 | ||||
| 2026-02-13 | 13F | Lauterbach Financial Advisors, LLC | 7.687 | 1,48 | 369 | 0,82 | ||||
| 2025-10-14 | 13F | Exchange Traded Concepts, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-11 | 13F | Babb Wealth Advisors LLC | 124.876 | 33,09 | 5.988 | 32,43 | ||||
| 2026-02-03 | 13F | Heffernan Advisory, Inc | 137.156 | 6.577 | ||||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 23.582 | 461,48 | 1.132 | 459,90 | ||||
| 2026-01-23 | 13F | Kelly Financial Group Llc | 5.120 | -2,25 | 246 | -2,78 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 750 | -13,79 | 36 | -14,63 | ||||
| 2026-02-13 | 13F | Tassel Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Diversify Wealth Management, Llc | 82.413 | 7,04 | 3.958 | 6,71 | ||||
| 2026-02-09 | 13F | Integrity Advisory Solutions, LLC | 234.841 | 10,01 | 11.261 | 9,47 | ||||
| 2026-01-21 | 13F | Apella Capital, LLC | 4.509.681 | 12,66 | 216.239 | 11,43 | ||||
| 2026-02-11 | 13F | Straight Path Wealth Management | 13.394 | -1,11 | 642 | -1,53 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 25.568 | 10,71 | 1.228 | 10,34 | ||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 6.510 | 284 | ||||||
| 2025-11-14 | 13F | Main Street Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 100.777 | 2,95 | 4.832 | 2,44 | ||||
| 2026-01-14 | 13F | Family Wealth Partners, Llc | 181.953 | 6,32 | 8.725 | 5,78 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 86.463 | -27,79 | 4.146 | -28,15 | ||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 13.728 | 91,95 | 658 | 91,28 | ||||
| 2026-02-04 | 13F | 49 Wealth Management, Llc | 78.456 | 3.762 | ||||||
| 2026-01-14 | 13F | Kaufman Rossin Wealth, LLC | 44.113 | 11,81 | 2.115 | 11,26 | ||||
| 2026-02-12 | 13F | Vistica Wealth Advisors, LLC | 10.400 | 499 | ||||||
| 2026-02-12 | 13F | Triumph Capital Management | 150.385 | 7.211 | ||||||
| 2026-01-16 | 13F | Claris Advisors, Llc / Mo / | 86.065 | 51,18 | 4.127 | 50,97 | ||||
| 2026-01-28 | 13F | Financial Symmetry Inc | 13.200 | -0,85 | 633 | -1,40 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 359.627 | 14,77 | 17.244 | 14,20 | ||||
| 2026-02-09 | 13F | Kestra Investment Management, LLC | 140.865 | 38,06 | 6.754 | 37,39 | ||||
| 2026-01-28 | 13F | Pacific Asset Management, LLC | 340.510 | 18,73 | 16.327 | 18,13 | ||||
| 2026-02-02 | 13F | Chapman Financial Group, Llc | 267 | 0,00 | 13 | 0,00 | ||||
| 2026-01-16 | 13F | Selective Wealth Management, Inc. | 164.178 | 201,71 | 7.882 | 199,92 | ||||
| 2026-01-20 | 13F | HMV Wealth Advisors, LLC | 14.940 | 20,73 | 716 | 20,13 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 24.797 | 7,01 | 1.189 | 6,54 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 853.016 | 287,37 | 40.902 | 285,47 | ||||
| 2026-01-16 | 13F | Blossom Wealth Management | 18.504 | -2,27 | 887 | -2,74 | ||||
| 2026-01-05 | 13F | Park Avenue Securities Llc | 775.052 | 5,12 | 37 | 5,71 | ||||
| 2026-02-23 | 13F | Forthright Family Wealth Advisory LLC | 15.928 | 0,00 | 764 | -0,52 | ||||
| 2026-02-04 | 13F | Timonier Family Office, LTD. | 16.542 | 793 | ||||||
| 2026-02-17 | 13F | Donalies Financial Planning, LLC | 14.583 | 699 | ||||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | GWM Advisors LLC | 3.605 | 0,70 | 173 | 0,00 | ||||
| 2026-01-29 | 13F | Verisail Partners, LLC | 392.864 | 4,60 | 18.838 | 4,08 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 53.835 | 0,00 | 2.581 | -0,50 | ||||
| 2026-01-15 | 13F | Victory Financial Group, Llc | 10.996 | 527 | ||||||
| 2026-03-05 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 3.360 | 161 | ||||||
| 2026-01-23 | 13F | JM2 Capital Inc. | 5.970 | 286 | ||||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 7.989 | 51,54 | 383 | 50,79 | ||||
| 2026-02-03 | 13F | Eclectic Associates Inc /adv | 544.186 | 42,52 | 26.094 | 41,81 | ||||
| 2026-01-26 | 13F | Tanager Wealth Management LLP | 10.748 | 18,38 | 515 | 17,85 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1.097.179 | 0,86 | 52.610 | 101.071,15 | ||||
| 2026-01-20 | 13F | Stratos Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 681.517 | 11,09 | 32.679 | 10,53 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 267.775 | 9,96 | 12.840 | 9,41 | ||||
| 2026-02-13 | 13F | WPWealth LLP | 1.171.113 | 7,87 | 56.155 | 7,34 | ||||
| 2025-10-27 | 13F | PBMares Wealth Management LLC | 200.643 | 52,93 | 9.669 | 53,51 | ||||
| 2026-01-20 | 13F | Hippocratic Financial Advisors, LLC | 59.099 | -1,16 | 2.834 | -1,67 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 231.998 | 275,37 | 11.124 | 273,54 | ||||
| 2025-11-07 | 13F | Beta Wealth Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 1.146.111 | -77,36 | 54.956 | -77,48 | ||||
| 2026-01-27 | 13F | Grunden Financial Advisory, Inc. | 514.517 | 0,34 | 24.671 | -0,16 | ||||
| 2026-02-03 | 13F | Washington Trust Advisors, Inc. | 20.289 | 1,25 | 973 | 0,73 | ||||
| 2026-02-17 | 13F | Sterling Wealth Management, Inc. | 337.677 | 27,69 | 16.192 | 27,05 | ||||
| 2026-02-13 | 13F | Eaton-Cambridge Inc. | 12.724 | -52,19 | 610 | -52,42 | ||||
| 2026-01-26 | 13F | Phillips Financial Management, Llc | 1.766.837 | 15,57 | 84.720 | 15,00 | ||||
| 2026-01-23 | 13F | Warburton Capital Management, LLC | 10.881 | 11,35 | 1 | |||||
| 2025-10-15 | 13F | Stephens Consulting, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-06 | 13F | Legacy Financial Group, Inc. | 454.428 | 7,09 | 21.790 | 6,56 | ||||
| 2026-01-28 | 13F | City State Bank | 195.689 | 14,24 | 9.383 | 13,68 | ||||
| 2026-01-16 | 13F | Applied Capital LLC | 22.544 | -7,31 | 1.081 | -7,85 | ||||
| 2026-01-28 | 13F | HB Wealth Management, LLC | 17.019 | -1,23 | 816 | -1,69 | ||||
| 2026-02-09 | 13F | Morris Financial Concepts, Inc. | 28.908 | -5,46 | 1.386 | -5,91 | ||||
| 2026-01-12 | 13F | Shira Ridge Wealth Management | 244.674 | 37,65 | 11.732 | 36,98 | ||||
| 2026-01-27 | 13F | Werba Rubin Papier Wealth Management | 221.243 | 354,18 | 10.609 | 351,98 | ||||
| 2026-03-02 | 13F | Cogent Strategic Wealth Llc | 10.851 | 521 | ||||||
| 2026-01-27 | 13F | Vestia Personal Wealth Advisors | 63.401 | 62,11 | 3.044 | 61,57 | ||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 345.737 | 35,48 | 16.578 | 34,80 | ||||
| 2026-01-30 | 13F | Belleair Asset Management, LLC | 154.026 | 7.386 | ||||||
| 2026-01-21 | 13F | SJS Investment Consulting Inc. | 441.690 | 8,48 | 21.179 | 7,95 | ||||
| 2026-01-21 | 13F | Sutton Place Investors Llc | 41.270 | 6,31 | 1.979 | 5,78 | ||||
| 2026-01-16 | 13F | Mattern Wealth Management LLC | 595.313 | 5,90 | 28.545 | 5,37 | ||||
| 2026-01-20 | 13F | Capstone Wealth Management, LLC | 26.287 | 42,43 | 1.260 | 41,73 | ||||
| 2026-02-26 | 13F | BDFS Capital LLC | 114.443 | 5.488 | ||||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 315 | 0,00 | 15 | 0,00 | ||||
| 2026-02-13 | 13F | marrick wealth, LLC | 8.644 | 414 | ||||||
| 2026-02-17 | 13F | McCartney Wealth Management LLC | 8.838 | 424 | ||||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 15.825 | 1,14 | 759 | 0,53 | ||||
| 2026-01-23 | 13F | Mustard Seed Financial, LLC | 42.821 | 59,49 | 2.053 | 58,78 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 240.387 | 75,75 | 11.527 | 74,87 | ||||
| 2026-01-12 | 13F | Client 1st Advisory Group, Llc | 294.809 | 1,10 | 14.136 | 0,60 | ||||
| 2026-02-09 | 13F | Parkshore Wealth Management, Inc. | 230.945 | 17,76 | 11.074 | 17,17 | ||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 1.131.781 | 23,45 | 54.269 | 22,83 | ||||
| 2026-01-28 | 13F | Core Wealth Management, Inc. | 10.515 | -8,64 | 504 | -9,03 | ||||
| 2026-01-29 | 13F | DecisionPoint Financial, LLC | 486 | 0,00 | 23 | 0,00 | ||||
| 2026-01-23 | 13F | Market Street Wealth Management Advisors Llc | 1.220.654 | 3,27 | 58.530 | 2,75 | ||||
| 2026-02-12 | 13F | Prudent Man Investment Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | McCarthy Grittinger Financial Group, LLC | 581 | 0,00 | 28 | 0,00 | ||||
| 2026-02-04 | 13F | Nwam Llc | 16.683 | 1,24 | 801 | 0,25 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 32.461 | 57,82 | 1.556 | 57,01 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 172.957 | -11,02 | 8.293 | -11,46 | ||||
| 2026-02-02 | 13F | B.O.S.S. Retirement Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Ruedi Wealth Management, Inc. | 1.042.845 | 7,39 | 50.004 | 6,85 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | PFG Advisors | 26.904 | -10,97 | 1.290 | -11,40 | ||||
| 2026-02-06 | 13F | Gradient Capital Advisors, LLC | 224.458 | 0,90 | 10.763 | 0,40 | ||||
| 2026-02-03 | 13F | Arcadia Wealth Management, LLC | 44.992 | -2,73 | 2.157 | -3,23 | ||||
| 2026-02-11 | 13F | Nemes Rush Group LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-30 | 13F | Samalin Investment Counsel, LLC | 28.669 | -2,89 | 1.375 | -3,38 | ||||
| 2026-01-14 | 13F | Northwest Wealth Management, Llc | 479.430 | 18,45 | 22.989 | 17,86 | ||||
| 2026-02-10 | 13F | Arcadia Wealth Management, Inc. | 138.447 | 22,10 | 6.639 | 21,49 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 2.263.961 | 10,53 | 108.557 | 9,98 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 4.955 | 238 | ||||||
| 2026-02-12 | 13F | Oath Planning, LLC | 8.704 | 417 | ||||||
| 2026-01-12 | 13F | Pioneer Wealth Management Group | 8.350 | 400 | ||||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 13.806 | 662 | ||||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 415 | 0,00 | 20 | 0,00 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-03-13 | 13F | Demming Financial Services Corp /adv | 25.635 | 1.229 | ||||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 22.920 | 65,00 | 1.099 | 64,28 | ||||
| 2026-02-13 | 13F | Seaside Wealth Management, Inc. | 8.481 | 1,64 | 407 | 1,00 | ||||
| 2026-02-04 | 13F | Austin Asset Management Co Inc | 8.490 | 0,00 | 407 | -0,49 | ||||
| 2026-01-23 | 13F | Fonville Wealth Management LLC | 70.841 | 144,36 | 3.397 | 143,09 | ||||
| 2026-02-13 | 13F | Strathmore Capital Advisors, Inc. | 6.342 | 33,63 | 304 | 33,33 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 315 | 15 | ||||||
| 2026-01-16 | 13F | Keystone Financial Group, Inc. | 118.269 | 1,64 | 5.671 | 1,14 | ||||
| 2026-02-05 | 13F | USAdvisors Wealth Management, LLC | 18.300 | 4,29 | 1 | |||||
| 2026-02-05 | 13F | Passive Capital Management, LLC. | 232.508 | 13,53 | 11.149 | 12,97 | ||||
| 2026-02-10 | 13F | Acorn Wealth Advisors, LLC | 65.150 | -10,52 | 3.124 | -10,97 | ||||
| 2026-02-03 | 13F | New Dimensions Wealth Management, LLC | 131.199 | 4,14 | 6.291 | 3,62 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Tencap Wealth Coaching, LLC | 101.544 | 4.875 | ||||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 277.604 | -0,84 | 13.311 | -1,33 | ||||
| 2026-01-09 | 13F | Friday Financial | 199.978 | 22,51 | 9.589 | 21,89 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 45.396 | -3,76 | 2.177 | -4,27 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 108.983 | 10,15 | 5.226 | 9,61 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Cary Street Partner Investment Advisory Llc | 6.371 | 305 | ||||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 3.890 | -9,83 | 187 | -10,14 | ||||
| 2026-02-18 | 13F | Vermillion & White Wealth Management Group, LLC | 136.377 | -0,15 | 6.547 | -0,52 | ||||
| 2026-01-30 | 13F | Rogco, Lp | 3.468 | 166 | ||||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 72.025 | -9,37 | 3.453 | -9,84 | ||||
| 2026-01-20 | 13F | HBE Wealth Management, LLC | 184.116 | 8.828 | ||||||
| 2026-02-03 | 13F | AssuredPartners Investment Advisors, LLC | 170.865 | 3,96 | 8.193 | 3,43 | ||||
| 2026-02-06 | 13F | Peirce Capital Management, LLC | 187.385 | 5,29 | 8.985 | 4,77 | ||||
| 2026-01-21 | 13F | Leading Edge Financial Planning LLC | 14.242 | -3,03 | 683 | -3,54 | ||||
| 2026-01-09 | 13F | BOS Asset Management, LLC | 81.903 | 33,45 | 3.927 | 32,80 | ||||
| 2026-01-14 | 13F | Onyx Financial Advisors, LLC | 367.429 | 5,68 | 17.618 | 5,15 | ||||
| 2026-01-16 | 13F | Red Lighthouse Investment Management, Llc | 10.982 | 1.406,45 | 527 | 1.402,86 | ||||
| 2026-02-13 | 13F | American Investment Services, Inc. | 35.937 | 15,63 | 1.723 | 15,10 | ||||
| 2026-01-14 | 13F | Wealthcare Advisory Partners LLC | 20.489 | 14,74 | 982 | 14,19 | ||||
| 2026-01-22 | 13F | Jackson Thornton Asset Management, Llc | 474.294 | 5,53 | 22.780 | 4,99 | ||||
| 2026-01-29 | 13F | Matisse Capital | 6.500 | 0,00 | 312 | -0,64 | ||||
| 2026-02-17 | 13F | Family Management Corp | 0 | -100,00 | 0 | |||||
| 2025-11-05 | 13F | Concord Asset Management, LLC/VA | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-04 | 13F | Midwest Trust Co | 4.498 | 1,06 | 216 | 0,47 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 14.594 | 700 | ||||||
| 2026-01-26 | 13F | XY Planning Network, Inc. | 74.951 | 8,10 | 3.594 | 7,96 | ||||
| 2026-02-03 | 13F | Coston, McIsaac & Partners | 93.765 | 72,67 | 4 | 100,00 | ||||
| 2026-02-10 | 13F | Chico Wealth RIA | 93.864 | -47,41 | 4.501 | -47,68 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 98.161 | -3,65 | 4.707 | -4,14 | ||||
| 2026-01-29 | 13F | Concord Wealth Partners | 232.998 | 9,25 | 11.172 | 8,71 | ||||
| 2026-02-02 | 13F | Miracle Mile Advisors, LLC | 114.129 | -7,92 | 5.472 | -8,39 | ||||
| 2026-02-17 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Kooman & Associates | 124.126 | 5,06 | 5.952 | 4,53 | ||||
| 2026-01-09 | 13F | Dynamic Advisor Solutions LLC | 169.669 | -33,19 | 8.136 | -33,53 | ||||
| 2026-01-29 | 13F | OMNI 360 Wealth, Inc. | 8.281 | 1,91 | 398 | 1,53 | ||||
| 2026-01-30 | 13F | BCU Wealth Advisors, LLC | 360.136 | 7,42 | 17.268 | 6,88 | ||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 199.544 | 6,31 | 9.584 | 5,73 | ||||
| 2026-02-05 | 13F | Plancorp, LLC | 6.089 | 1,33 | 292 | 0,69 | ||||
| 2026-02-11 | 13F | Curio Wealth, Llc | 930.407 | 14,62 | 44.604 | 14,02 | ||||
| 2026-01-30 | 13F | Heritage Investment Group, Inc. | 176.146 | 12,16 | 8.446 | 11,60 | ||||
| 2026-01-20 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 283.886 | -12,17 | 13.612 | -12,61 | ||||
| 2026-01-29 | 13F | Porter White Investment Advisors, Inc. | 78.322 | 14,97 | 3.756 | 14,38 | ||||
| 2026-01-22 | 13F | Squire Investment Management Company, LLC | 135.132 | 10,63 | 6.480 | 10,07 | ||||
| 2026-02-06 | 13F | Cornerstone Management, Inc. | 251.694 | 19,59 | 12.069 | 18,99 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 167.331 | 3,20 | 8.040 | 2,60 | ||||
| 2026-02-03 | 13F | Allegiance Financial Group Advisory Services LLC | 462.898 | 7,20 | 22.196 | 6,66 | ||||
| 2026-02-10 | 13F | Cogent Private Wealth, Inc. | 7.550 | 362 | ||||||
| 2026-02-06 | 13F | One Degree Advisors Inc | 320.940 | 3,36 | 15 | 7,14 | ||||
| 2026-01-23 | 13F | SpringVest Wealth Management LLC | 79.803 | 1,30 | 3.827 | 0,79 | ||||
| 2026-02-06 | 13F | Lutz Financial Services LLC | 21.519 | 1.032 | ||||||
| 2025-10-24 | 13F | rebel Financial LLC | 0 | -100,00 | 297 | 5,71 | ||||
| 2025-10-21 | 13F | Brookwood Investment Group LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | Shearwater Capital LLC | 8.494 | 0,05 | 407 | -0,49 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 35.703 | 0,11 | 1.712 | -0,41 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 71.128 | 11,37 | 3.411 | 10,82 | ||||
| 2026-01-23 | 13F | Lam Group, Inc. | 5.575 | -28,75 | 267 | -29,18 | ||||
| 2026-02-10 | 13F | TAGStone Capital, Inc. | 16.286 | 17,41 | 781 | 16,77 | ||||
| 2026-01-15 | 13F | RCS Financial Planning, LLC | 159.098 | 1,99 | 7.629 | 1,48 | ||||
| 2026-01-27 | 13F | Forum Financial Management, LP | 10.986 | -22,76 | 527 | -23,21 | ||||
| 2026-02-10 | 13F | Bridge Generations Wealth Management Llc | 53 | 0,00 | 3 | 0,00 | ||||
| 2026-02-11 | 13F | Johnson Wealth Management, LLC | 260.538 | 12.493 | ||||||
| 2026-01-06 | 13F | Great Oak Capital Partners, Llc | 579.543 | 22,65 | 27.806 | 21,86 | ||||
| 2026-02-05 | 13F | Disciplined Investments, LLC | 214.919 | 10,52 | 10.305 | 9,98 | ||||
| 2026-01-13 | 13F | CPA Asset Management LLC | 283.084 | 55,73 | 13.574 | 54,94 | ||||
| 2026-02-05 | 13F | Williams & Novak, LLC | 16.648 | 1,43 | 798 | 1,01 | ||||
| 2026-02-27 | 13F | Strategic Investment Solutions, Inc. /IL | 39.001 | -6,05 | 1.870 | -6,50 | ||||
| 2026-02-04 | 13F | Summit Wealth Group Llc / Co | 9.120 | 437 | ||||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 575.861 | 18,84 | 27.613 | 18,25 | ||||
| 2026-02-10 | 13F | Vigil Wealth Management, LLC | 39.338 | 1.886 | ||||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-06 | 13F | Signature Estate & Investment Advisors Llc | 123.207 | 86,48 | 5.908 | 85,58 | ||||
| 2026-01-28 | 13F | Rather & Kittrell, Inc. | 1.231.675 | 16,61 | 59.059 | 16,03 | ||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 75.665 | -1,99 | 3.628 | -2,47 | ||||
| 2026-02-12 | 13F | Burk Holdings LLC | 134.392 | 13,75 | 6.444 | 13,19 | ||||
| 2026-01-13 | 13F | Two West Capital Advisors LLC | 14.308 | 7,60 | 686 | 6,85 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 32.888 | 245,50 | 1.577 | 244,10 | ||||
| 2026-01-16 | 13F | CogentBlue Wealth Advisors, LLC | 90.862 | 0,64 | 4.357 | 0,14 | ||||
| 2026-01-15 | 13F | 25 Llc | 4.287 | 206 | ||||||
| 2026-01-20 | 13F | Ethos Financial Group, LLC | 14.425 | -4,21 | 692 | -4,69 | ||||
| 2026-01-22 | 13F | Fmb Wealth Management | 149.274 | 30,97 | 7.158 | 30,32 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 97.883 | 41,09 | 4.693 | 40,38 | ||||
| 2026-01-23 | 13F | Shore Point Advisors, LLC | 88.568 | 30,28 | 4.247 | 29,61 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 5.285 | 0,27 | 253 | -0,39 | ||||
| 2026-01-07 | 13F | DecisionMap Wealth Management, LLC | 27.496 | -0,45 | 1.318 | -0,90 | ||||
| 2026-01-14 | 13F | Nova R Wealth, Inc. | 363.495 | 18,95 | 17.430 | 18,36 | ||||
| 2026-02-03 | 13F | Navigoe, LLC | 15.085 | 0,00 | 1 | |||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 34.879 | 0,93 | 1.672 | 0,42 | ||||
| 2026-01-15 | 13F | Great Waters Wealth Management | 1.559.797 | 10,49 | 74.792 | 9,94 | ||||
| 2026-01-26 | 13F | Oceanside Advisors LLC | 277.971 | 0,62 | 13.329 | 0,12 | ||||
| 2026-02-02 | 13F | TCI Wealth Advisors, Inc. | 54.343 | 0,44 | 2.606 | -0,08 | ||||
| 2026-01-28 | 13F | Investmark Advisory Group LLC | 5.063 | 243 | ||||||
| 2026-02-13 | 13F | Pinney & Scofield, Inc. | 3.866 | 3,84 | 185 | 3,35 | ||||
| 2026-01-30 | 13F | Rachor Investment Advisory Services, LLC | 1.407.423 | 67.486 | ||||||
| 2026-02-10 | 13F | CFS Investment Advisory Services, LLC | 150.686 | 6,54 | 7.225 | 5,69 | ||||
| 2026-02-12 | 13F | Tillman Hartley LLC | 368.178 | 18,09 | 17.654 | 17,51 | ||||
| 2026-01-23 | 13F | Investment Advisory Group, LLC | 4.365 | 0,00 | 209 | -0,48 | ||||
| 2026-01-29 | 13F | Approach Retirement Advisors, LLC | 136.439 | 6.542 | ||||||
| 2026-01-16 | 13F | Wealth Advisors Northwest LLC | 41.139 | 5,11 | 1.973 | 4,56 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 55.493 | 12,48 | 2.661 | 11,91 | ||||
| 2026-02-12 | 13F | Annandale Capital, LLC | 7.842 | 0,00 | 0 | -100,00 | ||||
| 2026-01-14 | 13F | Tradewinds Capital Management, LLC | 1.695 | 81 | ||||||
| 2026-02-13 | 13F | Three Arch Wealth Management LLC | 354.946 | 17.020 | ||||||
| 2026-01-15 | 13F | Stewardship Advisors, LLC | 10.910 | 1,70 | 523 | 1,36 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 2.182 | 0,00 | 105 | -0,95 | ||||
| 2026-02-17 | 13F | Cornerstone Wealth Partners, LLC | 362.878 | 17.400 | ||||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 52.351 | 2.510 | ||||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 4.891 | 7,00 | 235 | 6,36 | ||||
| 2026-02-19 | 13F | Professional Financial Solutions Llc /adv | 147.116 | 7.054 | ||||||
| 2026-01-26 | 13F | WorthPointe, LLC | 168.367 | 226,36 | 8.073 | 224,74 | ||||
| 2026-01-14 | 13F | Cypress Financial Planning Llc | 27.163 | 1.302 | ||||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 224.280 | 5,07 | 10.754 | 4,55 | ||||
| 2026-01-30 | 13F | Oakworth Capital, Inc. | 1.894 | 0,00 | 91 | -1,10 | ||||
| 2026-01-15 | 13F | SILVER OAK SECURITIES, Inc | 5.996 | 4,73 | 288 | 4,36 | ||||
| 2026-01-20 | 13F | Signaturefd, Llc | 1 | 0,00 | 0 | |||||
| 2026-01-07 | 13F | Lakeridge Wealth Management LLC | 114.912 | 1,12 | 5.510 | 0,62 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 1.220.485 | -2,05 | 58.522 | -2,54 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 117.682 | 7,23 | 5.643 | 6,69 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 6.205 | 42,02 | 298 | 41,43 | ||||
| 2026-01-20 | 13F | Fundamentun, Llc | 267.194 | 3,85 | 12.812 | 3,32 | ||||
| 2026-02-02 | 13F | Planning Center, Inc. | 2.693.940 | 11,16 | 129.174 | 10,60 | ||||
| 2025-11-14 | 13F | Binnacle Investments Inc | 104.628 | 5,61 | 5.042 | 6,01 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 121.306 | 4,92 | 5.817 | 4,40 | ||||
| 2026-01-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 739 | 1,65 | 35 | 0,00 | ||||
| 2026-01-22 | 13F | Maseco Llp | 649.216 | 4,32 | 31.133 | 3,82 | ||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 4.300 | 54,23 | 206 | 53,73 | ||||
| 2026-01-09 | 13F | Dopkins Wealth Management, Llc | 47.417 | 4,71 | 2.274 | 4,17 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 14.834 | -3,83 | 712 | -4,31 | ||||
| 2026-02-13 | 13F | Kilter Group LLC | 1.130 | -0,62 | 54 | 0,00 | ||||
| 2026-02-12 | 13F | von Borstel & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 83.399 | 18,95 | 3.999 | 18,38 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 17.827 | 5,65 | 855 | 5,04 | ||||
| 2026-02-11 | 13F | Vermillion Wealth Management, Inc. | 6.110 | 1,63 | 293 | 1,04 | ||||
| 2026-02-13 | 13F | C M Bidwell & Associates Ltd | 113 | 0,00 | 5 | 0,00 | ||||
| 2026-01-26 | 13F | Patriot Financial Group Insurance Agency, LLC | 4.299 | 0,00 | 206 | -0,48 | ||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Aspire Private Capital, LLC | 57.722 | -1,79 | 2.768 | -2,30 | ||||
| 2026-02-05 | 13F | Abacus Wealth Partners, LLC | 29.165 | 6,71 | 1.398 | 6,15 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 33.886 | 0,00 | 1.625 | -0,49 | ||||
| 2025-11-17 | 13F | Hancock Whitney Corp | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | Firethorn Wealth Partners, Llc | 29.153 | -13,89 | 1.398 | -14,35 | ||||
| 2026-01-14 | 13F | Aegis Wealth Management LLC | 34.685 | 0,05 | 1.663 | -0,42 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 367.963 | 6,09 | 17.644 | 5,56 | ||||
| 2026-01-15 | 13F | Powerhouse Assets LLC | 62.295 | 2.987 | ||||||
| 2026-01-28 | 13F | Cambridge Capital Management, Llc | 187.414 | 8,87 | 8.987 | 8,33 | ||||
| 2026-02-11 | 13F | Vise Technologies, Inc. | 2.274.567 | 279,68 | 109.065 | 277,79 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 860 | 0,00 | 41 | 0,00 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 32.641 | -0,65 | 1.565 | -1,14 | ||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 2.484.523 | 33,74 | 119.133 | 33,07 | ||||
| 2026-02-09 | 13F | FinDec Wealth Services, Inc. | 4.836 | -5,23 | 232 | -5,71 | ||||
| 2026-01-15 | 13F | Essential Planning, LLC. | 205.188 | 43,06 | 9.839 | 42,35 | ||||
| 2026-02-17 | 13F | SwitchPoint Financial Planning, LLC | 88.488 | 6,43 | 4.243 | 5,89 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 20.195 | -0,37 | 968 | -0,82 | ||||
| 2026-01-14 | 13F | BCO Wealth Management LLC | 342.947 | 16,00 | 16.444 | 15,42 | ||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 740 | 0,00 | 35 | 0,00 | ||||
| 2026-02-17 | 13F | Pinnacle Family Advisors, LLC | 14.359 | 27,41 | 689 | 26,70 | ||||
| 2026-01-15 | 13F | Parkwoods Wealth Partners, LLC | 238.468 | 145,69 | 11.435 | 144,47 | ||||
| 2026-02-10 | 13F | Platform Wealth Management, LLC | 22.752 | 1.091 | ||||||
| 2026-01-23 | 13F | Burney Co/ | 145.494 | -0,27 | 6.976 | -0,77 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 40.788 | 268,76 | 1.956 | 267,48 | ||||
| 2026-01-22 | 13F | Glass Jacobson Investment Advisors llc | 10.839 | -16,22 | 520 | -16,69 | ||||
| 2026-02-17 | 13F | Aspirean Wealth, LLC | 88.142 | 4.226 | ||||||
| 2026-02-17 | 13F | Wheels Up Wealth, Inc. | 51.459 | 2.467 | ||||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 397.427 | -8,42 | 19.057 | -8,88 | ||||
| 2026-01-07 | 13F | TCP Asset Management, LLC | 52.140 | 3,57 | 2.500 | 3,09 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 65.372 | 3,98 | 3.135 | 3,47 | ||||
| 2026-01-16 | 13F | HFG Wealth Management, LLC | 14.713 | 3,41 | 705 | 2,92 | ||||
| 2025-10-10 | 13F | Kathleen S. Wright Associates Inc. | 16.898 | 0,00 | 814 | 0,37 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 106.178 | -1,74 | 5.091 | -2,23 | ||||
| 2026-02-10 | 13F | MB Generational Wealth, LLC | 52.854 | 2.534 | ||||||
| 2026-01-15 | 13F | Dixon Fnancial Services, Inc. | 12.517 | 20,97 | 600 | 20,48 | ||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | UBS Group AG | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Bay Harbor Wealth Management, LLC | 208.927 | 3,23 | 10.018 | 2,72 | ||||
| 2026-02-02 | 13F | Vantage Point Financial LLC | 152.824 | 9,70 | 7.328 | 9,15 | ||||
| 2026-01-15 | 13F | Hartmann Taylor Wealth Management, LLC | 41.875 | -4,97 | 2.008 | -5,46 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 5.445.744 | 16,22 | 261.123 | 15,54 | ||||
| 2026-01-21 | 13F | SC&H Financial Advisors, Inc. | 425.472 | 34,18 | 20.401 | 33,51 | ||||
| 2026-02-02 | 13F | AlphaStar Capital Management, LLC | 359.697 | 70,57 | 17.247 | 69,72 | ||||
| 2026-02-05 | 13F | Yardley Wealth Management LLC | 194.692 | 9,91 | 9.335 | 9,36 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 3.557.393 | 9,93 | 170.577 | 9,39 | ||||
| 2026-01-16 | 13F | Legacy Capital Wealth Partners, LLC | 5.592 | -27,51 | 268 | -27,76 | ||||
| 2026-02-12 | 13F | Titleist Asset Management, Llc | 9.913 | -2,85 | 475 | -3,26 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 149.302 | 52,20 | 7 | 75,00 | ||||
| 2026-02-10 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 549.152 | 4,99 | 26.332 | 4,46 | ||||
| 2026-02-11 | 13F | RAM Investment Partners, LLC | 952.008 | 5,39 | 45.649 | 4,87 | ||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 13.153 | 36,23 | 631 | 35,48 | ||||
| 2026-02-17 | 13F | Awm Capital, Llc | 343.149 | 10,34 | 16.454 | 9,79 | ||||
| 2026-01-27 | 13F | Security Financial Services, INC. | 5.222 | 5,20 | 250 | 4,60 | ||||
| 2026-02-02 | 13F | Verus Financial Partners, Inc. | 7.370 | 0,33 | 354 | 0,28 | ||||
| 2026-02-17 | 13F | Foundry Financial LLC | 187.731 | 9.002 | ||||||
| 2026-01-28 | 13F | Builder Investment Group Inc /adv | 5.301 | -1,82 | 254 | -2,31 | ||||
| 2026-01-23 | 13F | Vestment Financial LLC | 436.774 | 11,61 | 20.956 | 10,88 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 167.314 | 118,30 | 8.023 | 117,22 | ||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 3.204.807 | 8,39 | 153.670 | 7,85 |
