Grundlæggende statistik
| Institutionelle ejere | 420 total, 420 long only, 0 short only, 0 long/short - change of 14,13% MRQ |
| Gennemsnitlig porteføljeallokering | 0.9724 % - change of 2,54% MRQ |
| Institutionelle aktier (lange) | 86.410.169 (ex 13D/G) - change of 6,24MM shares 7,78% MRQ |
| Institutionel værdi (lang) | $ 3.239.355 USD ($1000) |
Institutionelt ejerskab og aktionærer
Dimensional ETF Trust - Dimensional International Small Cap Value ETF (US:DISV) har 420 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 86,410,169 aktier. Største aktionærer omfatter Colony Group, LLC, Mather Group, Llc., Forum Financial Management, LP, Buckingham Strategic Partners, Ritholtz Wealth Management, Cerity Partners LLC, Asset Dedication, LLC, HighTower Advisors, LLC, Northern Trust Corp, and Evanson Asset Management, LLC .
Dimensional ETF Trust - Dimensional International Small Cap Value ETF (BATS:DISV) 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 6, 2026 is 40,28 / share. Previously, on March 10, 2025, the share price was 29,02 / share. This represents an increase of 38,80% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-29 | 13F | Rockwood Wealth Management, LLC | 6.654 | 0,00 | 253 | 6,33 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 38.741 | 0,00 | 1.472 | 6,51 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 60 | 42,86 | 2 | 100,00 | ||||
| 2026-01-15 | 13F | Avant Financial Advisors LLC | 133.502 | 1,00 | 5.073 | 7,55 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 910 | -27,61 | 35 | -22,73 | ||||
| 2026-01-09 | 13F | Rf&l Wealth Management, Llc | 32.845 | 2,79 | 1.248 | 9,47 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 63.510 | 3,44 | 2.413 | 10,13 | ||||
| 2026-01-16 | 13F | Perigon Wealth Management, LLC | 31.321 | 12,36 | 1.190 | 19,72 | ||||
| 2026-01-09 | 13F | Breakwater Capital Group | 12.656 | 8,48 | 481 | 15,38 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | BetterWealth, LLC | 167.429 | -1,42 | 6.362 | 4,97 | ||||
| 2026-01-26 | 13F | Quarry Hill Advisors, Llc | 88.979 | -0,63 | 3.381 | 5,82 | ||||
| 2026-02-11 | 13F | Entelevest, LLC | 9.756 | 371 | ||||||
| 2026-02-17 | 13F | Hill Investment Group Partners, LLC | 358.120 | -1,32 | 13.609 | 5,07 | ||||
| 2026-01-15 | 13F | Fortitude Family Office, LLC | 49.983 | -2,42 | 1.899 | 3,88 | ||||
| 2026-01-29 | 13F | Index Fund Advisors, Inc. | 582.980 | 4,69 | 22.153 | 11,47 | ||||
| 2026-01-30 | 13F | Torren Management, LLC | 11.967 | 455 | ||||||
| 2026-02-02 | 13F | Eq Wealth Advisors, Llc | 202.506 | -5,15 | 7.695 | 1,00 | ||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 140.272 | -56,04 | 5.330 | -53,33 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 341.490 | -8,22 | 12.977 | -2,27 | ||||
| 2026-01-27 | 13F | Mills Wealth Advisors LLC | 148.849 | 4,03 | 5.656 | 10,79 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 14.231 | 7,47 | 541 | 14,41 | ||||
| 2025-11-12 | 13F | Cresset Asset Management, LLC | 7.000 | 6,74 | 250 | 15,81 | ||||
| 2026-01-30 | 13F | Kondo Wealth Advisors, Inc. | 5.665 | -4,74 | 215 | 1,42 | ||||
| 2026-02-10 | 13F | Operose Advisors LLC | 384 | 0,00 | 15 | 7,69 | ||||
| 2026-01-30 | 13F | Exencial Wealth Advisors, Llc | 876.248 | 22,00 | 33.297 | 29,89 | ||||
| 2026-01-27 | 13F | Elevate Wealth Advisory, Inc | 11.268 | 5,58 | 428 | 12,63 | ||||
| 2026-02-13 | 13F | Seven Mile Advisory | 294.510 | 0,94 | 11.191 | 7,47 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 816.988 | 1,77 | 31.046 | 8,36 | ||||
| 2026-01-22 | 13F | Nautilus Advisors LLC | 31.762 | 30,20 | 1.207 | 38,62 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 1.210.864 | 0,11 | 46.013 | 6,59 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 13.504 | 177,29 | 513 | 196,53 | ||||
| 2026-02-04 | 13F | Pure Financial Advisors, Inc. | 132.482 | 0,68 | 5.034 | 7,20 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 3.183 | 121 | ||||||
| 2026-01-06 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 80.535 | 1,17 | 3.060 | 7,71 | ||||
| 2026-01-16 | 13F | DiNuzzo Private Wealth, Inc. | 660.239 | -9,51 | 25.089 | -0,99 | ||||
| 2026-02-12 | 13F | Trailhead Planners LLC | 69.409 | 2.638 | ||||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 14.817 | -7,68 | 563 | -1,57 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 2.612 | 2.232,14 | 99 | 2.375,00 | ||||
| 2026-01-08 | 13F | Signet Financial Management, Llc | 22.621 | 0,08 | 860 | 6,58 | ||||
| 2026-01-05 | 13F | JDH Wealth Management, LLC | 125.273 | -2,49 | 4.760 | 3,82 | ||||
| 2026-01-29 | 13F | Quent Capital, LLC | 137 | 5 | ||||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 741 | 28 | ||||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 70.460 | -23,93 | 2.677 | -19,00 | ||||
| 2025-11-13 | 13F | Total Investment Management Inc | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Cwm, Llc | 135.489 | 70,10 | 5 | 150,00 | ||||
| 2026-02-12 | 13F | Betterment LLC | 361.688 | 5,81 | 14 | 8,33 | ||||
| 2026-01-26 | 13F | Andrews, Lucia Wealth Management Llc | 75.831 | -1,26 | 2.882 | 5,11 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 984.370 | -3,23 | 37.406 | 3,03 | ||||
| 2026-01-07 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 867.166 | 133,07 | 33.525 | 152,48 | ||||
| 2026-01-28 | 13F | Fischer Investment Strategies, Llc | 264.218 | 7,31 | 10.040 | 14,26 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 10.461 | 4,61 | 398 | 11,52 | ||||
| 2026-02-17 | 13F | ATLas Financial Planning LLC | 18.804 | 715 | ||||||
| 2026-01-15 | 13F | Foundation Wealth Management, LLC\PA | 139.457 | 21,91 | 5.299 | 29,81 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 31.911 | -2,61 | 1.213 | 3,68 | ||||
| 2026-02-12 | 13F | von Borstel & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9.299 | -70,80 | 353 | -68,93 | ||||
| 2026-01-08 | 13F | Bayshore Asset Management, Llc | 92.630 | 20,41 | 3.520 | 28,20 | ||||
| 2026-01-15 | 13F | Brady Martz Wealth Solutions, LLC | 70.332 | 0,39 | 2.673 | 6,88 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 142.382 | 32,53 | 5.411 | 41,11 | ||||
| 2026-02-11 | 13F | United Wealth Management, LLC | 307.502 | 1,56 | 11.685 | 8,14 | ||||
| 2026-01-29 | 13F | Comerica Bank | 1.135 | -83,40 | 43 | -82,38 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 129.255 | 1,78 | 4.912 | 8,36 | ||||
| 2026-02-05 | 13F | Kane Co Wealth Management, Inc. | 89.488 | 3.401 | ||||||
| 2026-02-13 | 13F | Morgan Stanley | 29.636 | -0,50 | 1.126 | 5,93 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Prudent Man Investment Management, Inc. | 838 | 30,33 | 32 | 82,35 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Liberty Wealth Management Llc | 145.062 | -8,39 | 5.512 | -2,46 | ||||
| 2026-01-29 | 13F | M Wealth Management, LLC | 6.935 | 0,00 | 264 | 6,48 | ||||
| 2026-01-23 | 13F | Journey Beyond Wealth, LLC | 27.884 | 1,09 | 1.060 | 7,62 | ||||
| 2026-02-09 | 13F | Poinciana Advisors Group, Llc | 20.580 | 0,00 | 782 | 6,54 | ||||
| 2025-10-24 | 13F | Hemington Wealth Management | 31.442 | -3,35 | 1 | 0,00 | ||||
| 2026-02-24 | 13F | Tru Independence Asset Management 2, Llc | 34.816 | -14,64 | 1.323 | -9,14 | ||||
| 2026-01-30 | 13F | Valued Wealth Advisors LLC | 1.498 | 13,31 | 57 | 19,15 | ||||
| 2026-01-12 | 13F | Quantum Financial Advisors, LLC | 465.092 | -2,06 | 17.673 | 4,28 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 1.238.418 | -1,09 | 47.060 | 5,32 | ||||
| 2026-02-11 | 13F | Capital Group Private Client Services, Inc. | 31.959 | 0,00 | 1.214 | 6,49 | ||||
| 2026-01-23 | 13F | Family CFO Inc | 6.297 | 0,00 | 239 | 6,70 | ||||
| 2026-01-26 | 13F | DBK Financial Counsel, LLC | 17.994 | 0,00 | 684 | 6,39 | ||||
| 2026-02-17 | 13F | Abel Hall, LLC | 137.899 | -0,28 | 5.240 | 6,18 | ||||
| 2026-01-08 | 13F | Versant Capital Management, Inc | 5.641 | 0,64 | 214 | 7,00 | ||||
| 2026-01-20 | 13F | Guardian Wealth Management, LLC | 327.128 | 12.431 | ||||||
| 2026-01-22 | 13F | Triad Wealth Partners, LLC | 9.429 | 4,18 | 358 | 10,84 | ||||
| 2026-02-06 | 13F | Delap Wealth Advisory, Llc | 199.325 | -4,44 | 7.574 | 1,46 | ||||
| 2026-02-17 | 13F | Creative Planning | 869.614 | 2,71 | 33.045 | 9,36 | ||||
| 2026-02-09 | 13F | Clune & Associates, Ltd. | 30.272 | 67,33 | 1.150 | 78,29 | ||||
| 2026-02-03 | 13F | Golden Bell Financial Planning LLC | 84.747 | 2,12 | 3.220 | 8,75 | ||||
| 2026-02-03 | 13F | Morton Capital Management LLC/CA | 6.289 | 0,00 | 239 | 6,25 | ||||
| 2026-01-12 | 13F | Physician Wealth Solutions Inc. | 295.443 | 0,87 | 11.227 | 7,40 | ||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 13.852 | -6,79 | 526 | -0,75 | ||||
| 2026-02-04 | 13F | Midwest Trust Co | 44.495 | 26,12 | 1.691 | 34,23 | ||||
| 2026-02-13 | 13F | Tcfg Wealth Management, Llc | 8.197 | -5,18 | 311 | 0,97 | ||||
| 2026-01-27 | 13F | Dravo Bay Llc | 275.198 | 3,98 | 10.458 | 10,70 | ||||
| 2026-01-23 | 13F | Eagle Bay Advisors LLC | 927 | 35 | ||||||
| 2026-01-23 | 13F | Hudson Oak Wealth Advisory LLC | 28.031 | 1.065 | ||||||
| 2026-02-12 | 13F | Tandemgrowth Financial Advisors Llc | 19.788 | 752 | ||||||
| 2026-01-22 | 13F | HHM Wealth Advisors, LLC | 367 | 0,00 | 14 | 0,00 | ||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 18.175 | 4,06 | 691 | 10,75 | ||||
| 2026-01-09 | 13F | Keb Asset Management, Llc | 411.309 | 0,62 | 15.630 | 7,13 | ||||
| 2026-02-02 | 13F | Astra Wealth Partners LLC | 174.867 | 6,83 | 6.645 | 13,73 | ||||
| 2026-01-27 | 13F | Krilogy Financial LLC | 324.798 | -0,36 | 13.242 | 15,51 | ||||
| 2026-02-02 | 13F | Pillar Financial Advisors, LLC | 3.680 | -10,44 | 140 | -4,79 | ||||
| 2026-01-05 | 13F | Park Avenue Securities Llc | 336.978 | 32,20 | 13 | 33,33 | ||||
| 2025-11-05 | 13F | Howe & Rusling Inc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Greenspring Advisors, LLC | 22.930 | 113,04 | 871 | 126,82 | ||||
| 2025-11-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Equita Financial Network, Inc. | 484.115 | 8,77 | 18.396 | 15,81 | ||||
| 2026-02-13 | 13F | Lauterbach Financial Advisors, LLC | 5.825 | 221 | ||||||
| 2026-02-09 | 13F | Twin Cities Retirement Group LLC | 298.061 | 11.326 | ||||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 147.128 | -0,87 | 5.591 | 5,53 | ||||
| 2026-02-17 | 13F | Css Llc/il | 34.851 | 4,09 | 1.324 | 10,89 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 54.117 | 45,83 | 2.056 | 55,29 | ||||
| 2025-11-14 | 13F | Main Street Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 7.609 | -1,78 | 289 | 4,71 | ||||
| 2025-11-14 | 13F | Brown Advisory Inc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 1.100 | 0,00 | 42 | 5,13 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 386.748 | 7,46 | 14.696 | 14,42 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 3.000 | 114 | ||||||
| 2026-01-21 | 13F | Apella Capital, LLC | 5.419 | 206 | ||||||
| 2026-02-17 | 13F | Ballast Financial Advisors LLC | 26.687 | 1.014 | ||||||
| 2026-01-14 | 13F | Kaufman Rossin Wealth, LLC | 114.579 | -3,16 | 4.354 | 3,13 | ||||
| 2026-02-09 | 13F | Integrity Advisory Solutions, LLC | 234.274 | 10,22 | 8.902 | 17,35 | ||||
| 2026-01-28 | 13F | Rather & Kittrell, Inc. | 510.837 | 2,19 | 19.412 | 8,80 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 156.301 | 11,10 | 5.939 | 18,28 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 36.199 | 1.376 | ||||||
| 2026-02-12 | 13F | Vistica Wealth Advisors, LLC | 164.860 | 6.265 | ||||||
| 2026-01-15 | 13F | 25 Llc | 183.836 | 1.186,02 | 6.986 | 1.269,61 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 42.743 | 5,39 | 1.624 | 12,23 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 372.406 | -0,62 | 14.151 | 5,81 | ||||
| 2026-01-16 | 13F | Claris Advisors, Llc / Mo / | 213.408 | -8,14 | 8.109 | 6,07 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 7.471 | 129,17 | 284 | 143,97 | ||||
| 2026-02-27 | 13F/A | Retirement Solution Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Cardinal Point Capital Management, ULC | 5.685 | 0,00 | 216 | 7,46 | ||||
| 2026-02-10 | 13F | David R. Rahn & Associates Inc. | 17.299 | 8,19 | 657 | 15,26 | ||||
| 2026-02-18 | 13F | Veratis Advisors, Inc. | 40.016 | 1.696 | ||||||
| 2026-02-02 | 13F | JDM Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | HMV Wealth Advisors, LLC | 95.851 | -1,37 | 3.642 | 5,02 | ||||
| 2026-02-04 | 13F | Timonier Family Office, LTD. | 14.688 | -6,21 | 558 | 0,00 | ||||
| 2026-01-26 | 13F | Whittier Trust Co | 531 | 21 | ||||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 480.429 | 18.348 | ||||||
| 2026-01-21 | 13F | Baker Ellis Asset Management LLC | 525.147 | 4,83 | 19.956 | 11,61 | ||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 199.911 | 3,12 | 7.597 | 9,64 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 77.065 | 1,82 | 2.928 | 8,40 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 1.386 | 10,70 | 53 | 18,18 | ||||
| 2026-02-17 | 13F | Sterling Wealth Management, Inc. | 111.903 | 8,79 | 4.252 | 15,83 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 209.712 | -27,96 | 7.969 | -23,30 | ||||
| 2026-01-26 | 13F | Hassell Wealth Management, LLC | 275.842 | -4,58 | 10.910 | 5,74 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 156.681 | 0,27 | 5.954 | 118.960,00 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 209.545 | 20.244,17 | 7.963 | 22.016,67 | ||||
| 2026-02-09 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 57.373 | -8,19 | 2.180 | -2,24 | ||||
| 2026-02-12 | 13F | Schoolcraft Capital LLC | 212.640 | -2,62 | 8.080 | 3,68 | ||||
| 2026-01-14 | 13F | Accurate Wealth Management, LLC | 12.120 | -0,22 | 473 | 9,51 | ||||
| 2026-02-06 | 13F | Shakespeare Wealth Management, Inc. | 443.006 | 0,09 | 16.834 | 6,57 | ||||
| 2025-11-14 | 13F | Skopos Labs, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Phillips Financial Management, Llc | 39.636 | -3,46 | 1.506 | 2,80 | ||||
| 2026-01-28 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 6.060 | 0,00 | 176 | 0,00 | ||||
| 2026-02-03 | 13F | Washington Trust Advisors, Inc. | 10.159 | 0,44 | 386 | 7,22 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 211.910 | 7,42 | 8.053 | 14,38 | ||||
| 2026-01-09 | 13F | Aurelius Family Office LLC | 63.527 | -1,61 | 2.451 | 6,34 | ||||
| 2026-01-16 | 13F | Pacific Sage Partners, LLC | 251.923 | 0,29 | 9.573 | 6,78 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 2.624.226 | 15,68 | 99.721 | 23,13 | ||||
| 2025-10-27 | 13F | PBMares Wealth Management LLC | 239.983 | 11,36 | 8.565 | 20,79 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 635.340 | 24.143 | ||||||
| 2026-01-27 | 13F | Grunden Financial Advisory, Inc. | 90.463 | 2,63 | 3.438 | 9,28 | ||||
| 2026-03-04 | 13F | SHP Wealth Management | 1.362 | 52 | ||||||
| 2026-01-16 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11.805 | 14,16 | 449 | 21,41 | ||||
| 2026-02-09 | 13F | Frazier Financial Advisors, LLC | 5.323 | 202 | ||||||
| 2026-01-27 | 13F | Vestia Personal Wealth Advisors | 89.592 | 18,61 | 3.570 | 32,43 | ||||
| 2026-02-09 | 13F | Morris Financial Concepts, Inc. | 83.056 | 2,86 | 3.156 | 9,55 | ||||
| 2026-02-05 | 13F | Gibson Capital, LLC | 11.636 | 0,00 | 442 | 6,51 | ||||
| 2026-02-06 | 13F | Aviance Capital Partners, LLC | 93.733 | -0,60 | 3.562 | 5,82 | ||||
| 2026-02-02 | 13F | Riverchase Wealth Management, Llc | 14.043 | 534 | ||||||
| 2026-01-27 | 13F | Werba Rubin Papier Wealth Management | 37.004 | 0,05 | 1.406 | 6,52 | ||||
| 2026-01-14 | 13F | BWM Planning, LLC | 150.557 | 0,08 | 5.721 | 6,56 | ||||
| 2026-01-28 | 13F | Financial Symmetry Inc | 222.789 | 2,56 | 8.466 | 9,38 | ||||
| 2026-02-11 | 13F | Clarity Wealth Development LLC | 146.020 | 11,51 | 5.549 | 17,62 | ||||
| 2026-01-14 | 13F | Meritas Wealth Management, LLC | 282.443 | 0,93 | 10.733 | 7,46 | ||||
| 2026-02-11 | 13F | M Holdings Securities, Inc. | 93.449 | 4 | ||||||
| 2026-03-02 | 13F | Cogent Strategic Wealth Llc | 52.787 | 2.146 | ||||||
| 2026-02-05 | 13F | BluePrint Investing LLC | 14.914 | 567 | ||||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 5.250 | 0,00 | 200 | 6,42 | ||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 1.206 | 0,67 | 46 | 7,14 | ||||
| 2026-02-02 | 13F | Longview Financial Advisors, Inc. | 41.463 | -3,15 | 1.576 | 3,08 | ||||
| 2026-01-12 | 13F | Shotwell Rutter Baer Inc | 228.250 | 0,86 | 8.852 | 8,92 | ||||
| 2026-02-17 | 13F | Fmr Llc | 5.291 | 778,90 | 201 | 857,14 | ||||
| 2026-01-30 | 13F | Belleair Asset Management, LLC | 11.608 | 441 | ||||||
| 2026-02-13 | 13F | MAI Capital Management | 8 | 0,00 | 0 | |||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 212.746 | 77,27 | 8.084 | 88,75 | ||||
| 2026-01-21 | 13F | Sutton Place Investors Llc | 9.049 | 4,96 | 344 | 11,73 | ||||
| 2026-01-20 | 13F | Capstone Wealth Management, LLC | 25.645 | 0,21 | 974 | 6,68 | ||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 103.550 | 8,41 | 3.935 | 15,40 | ||||
| 2026-01-06 | 13F | Collective Family Office Llc | 217.485 | 1,88 | 8.264 | 8,48 | ||||
| 2026-02-26 | 13F | BDFS Capital LLC | 24.940 | 948 | ||||||
| 2026-02-02 | 13F | Truist Financial Corp | 23.095 | -5,00 | 878 | 1,15 | ||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 486 | 18 | ||||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 11.200 | 0,65 | 426 | 7,05 | ||||
| 2026-02-12 | 13F | Altiora Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 345.213 | -0,02 | 13.118 | 6,46 | ||||
| 2026-01-21 | 13F | Financial Architects, LLC | 247.530 | 1,72 | 9.406 | 8,30 | ||||
| 2026-01-21 | 13F | Integris Wealth Management, LLC | 643.572 | 3,04 | 24.456 | 9,71 | ||||
| 2026-02-09 | 13F | Parkshore Wealth Management, Inc. | 18.677 | -0,93 | 710 | 5,51 | ||||
| 2026-02-20 | 13F | SB Capital Management Inc | 246.850 | 9.380 | ||||||
| 2026-01-21 | 13F | BIP Wealth, LLC | 101.240 | 37,32 | 3.847 | 46,22 | ||||
| 2026-01-29 | 13F | DecisionPoint Financial, LLC | 2.972 | 0,68 | 113 | 6,67 | ||||
| 2026-01-14 | 13F | Longview Financial Advisors LLC | 158.244 | -1,19 | 6.013 | 5,21 | ||||
| 2026-02-04 | 13F | Nwam Llc | 48.179 | -6,56 | 1.831 | -0,54 | ||||
| 2026-03-02 | 13F | Sankala Group LLC | 10 | 0 | ||||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 3.326 | -12,91 | 126 | -7,35 | ||||
| 2026-01-15 | 13F | Vannoy Advisory Group, Inc. | 82.075 | -4,44 | 3.119 | 1,73 | ||||
| 2026-01-28 | 13F | Morton Brown Family Wealth, LLC | 1.581 | 0,00 | 60 | 7,14 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 1.275.292 | 6,13 | 48.461 | 12,99 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 773.982 | 50,62 | 29.411 | 60,37 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 70.286 | 18,87 | 3 | 0,00 | ||||
| 2026-01-09 | 13F | Dynamic Advisor Solutions LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Oath Planning, LLC | 25.020 | 951 | ||||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 199 | 0,00 | 8 | 0,00 | ||||
| 2026-02-06 | 13F | Ruedi Wealth Management, Inc. | 109.113 | -1,32 | 4.146 | 5,07 | ||||
| 2026-02-10 | 13F | McGrath & Associates, Inc. | 36.591 | 0,51 | 1.390 | 7,01 | ||||
| 2026-01-14 | 13F | Spire Wealth Management | 97.320 | 3,27 | 3.698 | 9,96 | ||||
| 2026-01-28 | 13F | Emprise Bank | 105.885 | -0,74 | 4.024 | 5,67 | ||||
| 2026-02-04 | 13F | Austin Asset Management Co Inc | 17.124 | -10,91 | 651 | -5,11 | ||||
| 2026-01-16 | 13F | McLean Asset Management Corp | 82.856 | 54,67 | 3.260 | 69,21 | ||||
| 2026-02-03 | 13F | New Dimensions Wealth Management, LLC | 6.868 | 0,00 | 261 | 6,12 | ||||
| 2026-02-13 | 13F | Seaside Wealth Management, Inc. | 364.574 | -1,16 | 13.854 | 5,23 | ||||
| 2026-01-30 | 13F | Samalin Investment Counsel, LLC | 10.110 | 2,05 | 384 | 8,78 | ||||
| 2026-01-07 | 13F | Harbor Investment Advisory, Llc | 21.109 | 13,83 | 802 | 21,33 | ||||
| 2026-02-10 | 13F | Acorn Wealth Advisors, LLC | 38.556 | 66,94 | 1.465 | 77,79 | ||||
| 2026-02-06 | 13F | Gradient Capital Advisors, LLC | 95.579 | 2,21 | 3.632 | 8,84 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 82.748 | 22,91 | 3.144 | 30,89 | ||||
| 2026-01-29 | 13F/A | Lazari Capital Management, Inc. | 7.838 | -13,11 | 298 | -7,48 | ||||
| 2026-02-27 | 13F | Financially in Tune, LLC | 61.405 | 2.333 | ||||||
| 2025-11-14 | 13F | Fort Vancouver Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 5.694 | 216 | ||||||
| 2026-01-09 | 13F | Friday Financial | 22.065 | 0,23 | 838 | 6,75 | ||||
| 2026-01-16 | 13F | Abacus Planning Group, Inc. | 16.348 | 0,39 | 621 | 6,88 | ||||
| 2025-11-14 | 13F | Goldman Sachs Group Inc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Peirce Capital Management, LLC | 47.050 | 0,00 | 1.788 | 6,43 | ||||
| 2026-02-12 | 13F | Providence Capital Advisors, LLC | 517 | 0,00 | 20 | 5,56 | ||||
| 2026-02-17 | 13F | Hanover Advisors Inc | 16.040 | 0,00 | 610 | 6,47 | ||||
| 2026-01-27 | 13F | RTD Financial Advisors, Inc. | 17.059 | 648 | ||||||
| 2026-01-27 | 13F/A | Capital Performance Advisors Llp | 487.049 | 1.222,64 | 18.508 | 1.308,45 | ||||
| 2026-02-03 | 13F | Coston, McIsaac & Partners | 179 | 0 | ||||||
| 2026-01-30 | 13F | Rogco, Lp | 775 | 29 | ||||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 713 | 13,72 | 27 | 22,73 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 496.410 | 5,74 | 18.864 | 12,59 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 92.802 | 57,51 | 3.526 | 67,75 | ||||
| 2026-02-11 | 13F | Kilner Capital Advisors, Llc | 299.126 | 11.367 | ||||||
| 2026-02-10 | 13F | W.H. Cornerstone Investments Inc. | 50.757 | 5,79 | 1.929 | 12,62 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 13.147 | -17,35 | 499 | -11,99 | ||||
| 2026-02-12 | 13F | Hollencrest Capital Management | 425 | 0,00 | 16 | 6,67 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 4.223 | -2,22 | 160 | 3,90 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 34.498 | 0,18 | 1.311 | 6,68 | ||||
| 2026-01-22 | 13F | Jackson Thornton Asset Management, Llc | 978.849 | -0,64 | 37.842 | 6,96 | ||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Matisse Capital | 44.100 | 0,00 | 1.676 | 6,48 | ||||
| 2026-01-20 | 13F | HBE Wealth Management, LLC | 22.787 | 866 | ||||||
| 2026-01-29 | 13F | Quadcap Wealth Management, LLC | 261.202 | 12,67 | 9.926 | 19,97 | ||||
| 2026-01-14 | 13F | Wealthcare Advisory Partners LLC | 20.556 | 0,13 | 781 | 6,69 | ||||
| 2026-01-16 | 13F | Red Lighthouse Investment Management, Llc | 19.749 | 0,00 | 750 | 6,53 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 32.182 | 38,46 | 1.223 | 47,41 | ||||
| 2026-02-10 | 13F | Close Asset Management Ltd | 0 | -100,00 | 0 | |||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 1.086.838 | 218,57 | 41.300 | 239,18 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 7.057 | 5,50 | 270 | 13,03 | ||||
| 2026-01-26 | 13F | XY Planning Network, Inc. | 58.971 | -27,45 | 2.241 | -16,23 | ||||
| 2026-02-03 | 13F | LJI Wealth Management, LLC | 26.921 | 1.023 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 118 | -57,86 | 4 | -55,56 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 1.402 | 5.092,59 | 50 | |||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 60.726 | 3,73 | 2.308 | 10,44 | ||||
| 2026-02-13 | 13F | Burton Enright Welch | 72.917 | 2.771 | ||||||
| 2026-01-15 | 13F | Hara Capital LLC | 346 | 246,00 | 13 | 333,33 | ||||
| 2026-02-17 | 13F | Silvercrest Asset Management Group Llc | 6.706 | 255 | ||||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 246.073 | -10,75 | 9.351 | -4,97 | ||||
| 2026-02-10 | 13F | Ark & Tlk Investments, Llc | 12.270 | 0,00 | 466 | 6,64 | ||||
| 2026-01-22 | 13F | Squire Investment Management Company, LLC | 216.051 | 1,00 | 8.210 | 7,53 | ||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 617.133 | -1,70 | 23.858 | 6,21 | ||||
| 2026-01-29 | 13F | Concord Wealth Partners | 40 | 11,11 | 2 | 0,00 | ||||
| 2026-02-12 | 13F | Wescott Financial Advisory Group, LLC | 6.101 | -5,83 | 232 | 0,00 | ||||
| 2026-02-27 | 13F | Strategic Investment Solutions, Inc. /IL | 40.639 | -1,75 | 1.544 | 4,61 | ||||
| 2026-02-13 | 13F | Generations Wealth, LLC | 21.539 | 818 | ||||||
| 2026-01-29 | 13F | UBS Group AG | 150 | -95,98 | 6 | -96,24 | ||||
| 2026-02-03 | 13F | Navigoe, LLC | 122.385 | 2,42 | 5 | 0,00 | ||||
| 2026-02-10 | 13F | Financial Harvest, LLC | 483.093 | 4,89 | 18.358 | 11,68 | ||||
| 2026-01-23 | 13F | Tyche Wealth Partners LLC | 15.912 | 110,17 | 605 | 123,70 | ||||
| 2026-02-11 | 13F | Curio Wealth, Llc | 38.035 | -0,04 | 1.444 | 6,33 | ||||
| 2026-03-03 | 13F | Koenig Investment Advisory, LLC | 46.667 | 2.008 | ||||||
| 2026-02-06 | 13F | Stolz & Associates, Ps | 5.410 | 206 | ||||||
| 2026-01-13 | 13F | Mather Group, Llc. | 5.872.164 | 0,14 | 223.142 | 6,62 | ||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 26.325 | -80,66 | 1.000 | -79,42 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 177.933 | 0,25 | 7.233 | 13,11 | ||||
| 2026-01-15 | 13F | RCS Financial Planning, LLC | 25.752 | -1,05 | 979 | 5,39 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 12.679 | 482 | ||||||
| 2026-02-12 | 13F | BlackRock, Inc. | 3.313 | 126 | ||||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Porter White Investment Advisors, Inc. | 26.747 | -1,63 | 1.016 | 4,74 | ||||
| 2026-02-10 | 13F | Cogent Private Wealth, Inc. | 15.797 | 600 | ||||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 342.439 | -3,81 | 13.013 | 2,41 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 16.991 | 34,21 | 646 | 43,02 | ||||
| 2026-02-05 | 13F | Disciplined Investments, LLC | 13.385 | -7,27 | 509 | -1,36 | ||||
| 2026-01-27 | 13F | Forum Financial Management, LP | 5.821.654 | -1,47 | 221.223 | 4,90 | ||||
| 2026-01-27 | 13F | Wealth Enhancement Trust Services, Inc. | 9.814 | 373 | ||||||
| 2026-01-09 | 13F | Zrc Wealth Management, Llc | 4.861 | 0,56 | 185 | 6,98 | ||||
| 2026-02-10 | 13F | Bridge Generations Wealth Management Llc | 127.174 | -3,23 | 4.833 | 3,03 | ||||
| 2026-01-23 | 13F | Lam Group, Inc. | 181.650 | -1,83 | 6.903 | 4,51 | ||||
| 2026-01-13 | 13F | Shearwater Capital LLC | 27.071 | 3,15 | 1.029 | 9,83 | ||||
| 2026-02-03 | 13F | Allegiance Financial Group Advisory Services LLC | 30.338 | 0,33 | 1.153 | 6,77 | ||||
| 2026-01-06 | 13F | Great Oak Capital Partners, Llc | 827.183 | -3,90 | 31.706 | 2,92 | ||||
| 2025-10-14 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 194 | 7 | ||||||
| 2026-02-11 | 13F | SmartHarvest Portfolios, LLC | 10.512 | 399 | ||||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 1.055.356 | 89,13 | 40.104 | 101,38 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 22.698 | 863 | ||||||
| 2026-02-04 | 13F | LRI Investments, LLC | 423.681 | -2,96 | 16.100 | 3,32 | ||||
| 2026-02-13 | 13F/A | New England Private Wealth Advisors LLC | 63.323 | 0,58 | 2.406 | 7,08 | ||||
| 2026-02-12 | 13F | Burk Holdings LLC | 123.746 | 11,55 | 4.702 | 18,77 | ||||
| 2026-01-13 | 13F | Two West Capital Advisors LLC | 30.199 | -1,72 | 1.148 | 3,24 | ||||
| 2026-01-16 | 13F | CogentBlue Wealth Advisors, LLC | 19.821 | 0,00 | 753 | 6,51 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 16.412 | 6,72 | 624 | 13,69 | ||||
| 2026-02-09 | 13F | Rhl Group, Llc | 1.068 | 41 | ||||||
| 2026-02-13 | 13F | Fortis Capital Management LLC | 15.778 | 600 | ||||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 21.477 | 0,00 | 816 | 6,53 | ||||
| 2026-01-26 | 13F | Oceanside Advisors LLC | 34.756 | 0,99 | 1.321 | 7,49 | ||||
| 2026-01-14 | 13F | Northwest Wealth Management, Llc | 127.443 | 9,90 | 4.843 | 17,01 | ||||
| 2026-01-21 | 13F/A | Efficient Advisors, LLC | 114.208 | 10,79 | 4.340 | 17,94 | ||||
| 2026-02-23 | 13F | McMill Wealth Management | 11.109 | 0,50 | 422 | 7,11 | ||||
| 2026-01-23 | 13F | Clear Creek Financial Management, LLC | 43.952 | -0,10 | 1.670 | 6,37 | ||||
| 2026-02-13 | 13F | Ambassador Advisors, LLC | 20.305 | 38,98 | 772 | 47,98 | ||||
| 2026-02-12 | 13F | Tillman Hartley LLC | 116.920 | -7,78 | 4.443 | -1,81 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 6.011 | 228 | ||||||
| 2026-02-13 | 13F | Pinney & Scofield, Inc. | 245.914 | 4,32 | 9.345 | 11,07 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 7.747 | 276 | ||||||
| 2026-01-29 | 13F | Approach Retirement Advisors, LLC | 29.182 | 1.109 | ||||||
| 2026-01-27 | 13F | Berger Financial Group, Inc | 5.971 | 0,25 | 227 | 6,60 | ||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 53.320 | -6,15 | 2.026 | -0,05 | ||||
| 2026-02-04 | 13F | Schubert & Co | 72.191 | -1,89 | 2.743 | 4,46 | ||||
| 2026-01-15 | 13F | Brookstone Capital Management | 10.223 | -6,19 | 388 | 0,00 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 30.667 | 433,25 | 1.165 | 468,29 | ||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 1.776 | 8,09 | 67 | 15,52 | ||||
| 2026-02-13 | 13F | Three Arch Wealth Management LLC | 47.057 | 1.788 | ||||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 500.000 | 23,25 | 19.000 | 31,23 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 27.672 | 3,25 | 1.052 | 9,94 | ||||
| 2026-01-28 | 13F | Bedel Financial Consulting, Inc. | 18.510 | 0,15 | 703 | 6,68 | ||||
| 2026-01-16 | 13F | Wealth Advisors Northwest LLC | 179.257 | 4,73 | 6.812 | 11,51 | ||||
| 2026-01-20 | 13F | Signaturefd, Llc | 1.920 | 73 | ||||||
| 2026-02-17 | 13F | Greenline Partners, LLC | 225.334 | 0,00 | 8.563 | 6,47 | ||||
| 2026-02-10 | 13F | Platform Wealth Management, LLC | 15.941 | 606 | ||||||
| 2026-01-14 | 13F | Cypress Financial Planning Llc | 22.798 | 866 | ||||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 11.875 | 0,00 | 451 | 6,62 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 382 | 0,00 | 15 | 7,69 | ||||
| 2026-01-15 | 13F | Wright Fund Managment, LLC | 330.674 | -7,24 | 12.566 | -1,23 | ||||
| 2026-02-09 | 13F | Studio Investment Management Llc | 13.526 | 7,86 | 514 | 14,77 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 163.873 | 6.227 | ||||||
| 2026-02-13 | 13F | SYM FINANCIAL Corp | 7.314 | -4,60 | 278 | 1,47 | ||||
| 2026-01-27 | 13F | Miramar Fiduciary Corp | 470.135 | -3,58 | 17.865 | 2,65 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 92.837 | 3.528 | ||||||
| 2026-01-20 | 13F | Fundamentun, Llc | 42.379 | 1,22 | 1.610 | 7,76 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 7.086 | 269 | ||||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 96.606 | -4,47 | 3.671 | 1,72 | ||||
| 2026-01-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 43.182 | -0,26 | 1.641 | 6,15 | ||||
| 2026-02-02 | 13F | Planning Center, Inc. | 732.271 | -9,84 | 27.826 | -4,00 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Mraz, Amerine & Associates, Inc. | 68.552 | 0,00 | 2.605 | 6,46 | ||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 2.457 | 223,29 | 93 | 244,44 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 26.111 | -3,16 | 992 | 3,12 | ||||
| 2026-01-21 | 13F | Master's Wealth Management Inc. | 83.718 | 3.181 | ||||||
| 2026-02-02 | 13F | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 39.170 | 1.488 | ||||||
| 2026-01-09 | 13F | Dopkins Wealth Management, Llc | 59.629 | 1,40 | 2.266 | 7,96 | ||||
| 2026-01-12 | 13F | Evanson Asset Management, LLC | 1.142.904 | 4,14 | 43.430 | 10,88 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 136.772 | -4,92 | 5.197 | 1,25 | ||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 206 | 8 | ||||||
| 2026-01-26 | 13F | Discipline Wealth Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Prosperity Planning, Inc. | 41.856 | -13,69 | 1.591 | -8,09 | ||||
| 2026-02-09 | 13F | Putnam Fl Investment Management Co | 15.051 | -17,22 | 572 | -11,88 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 190.390 | -2,59 | 7.235 | 3,71 | ||||
| 2025-11-06 | 13F | Wealthstream Advisors, Inc. | 6.291 | 0,06 | 225 | 8,74 | ||||
| 2026-02-05 | 13F | Abacus Wealth Partners, LLC | 278.344 | -5,23 | 10.577 | 0,91 | ||||
| 2026-02-09 | 13F | William Mack & Associates, Inc. | 399.201 | 56,78 | 15.170 | 66,93 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 1.166.843 | 2,24 | 44.340 | 8,86 | ||||
| 2026-02-12 | 13F | Timmons Wealth Management, LLC | 785 | 30 | ||||||
| 2026-01-30 | 13F | Ares Financial Consulting, LLC | 1.146 | 44 | ||||||
| 2026-01-22 | 13F | CarsonAllaria Wealth Management, Ltd. | 27.496 | 0,05 | 1.045 | 6,53 | ||||
| 2026-01-14 | 13F | Aegis Wealth Management LLC | 11.772 | -10,77 | 447 | -4,89 | ||||
| 2026-02-17 | 13F | Strive Financial Group ,LLC | 85 | 3 | ||||||
| 2026-02-13 | 13F | Excelsior Advisor Network LLC | 14.391 | 547 | ||||||
| 2026-01-08 | 13F | Firethorn Wealth Partners, Llc | 20.680 | -5,16 | 786 | 0,90 | ||||
| 2026-02-02 | 13F | Del-Sette Capital Management, LLC | 13.865 | 0,00 | 527 | 6,48 | ||||
| 2026-02-03 | 13F | RB Capital Management, LLC | 21.042 | 1,58 | 800 | 8,12 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 523.119 | -5,47 | 19.879 | 0,65 | ||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 115.642 | 30,73 | 4.394 | 39,18 | ||||
| 2026-02-17 | 13F | SwitchPoint Financial Planning, LLC | 7.453 | 0,00 | 283 | 6,79 | ||||
| 2026-01-09 | 13F | Cambridge Financial Group, LLC | 76.307 | 16,17 | 2.112 | -9,90 | ||||
| 2026-01-26 | 13F | Great Point Wealth Advisors, LLC | 13.967 | -0,61 | 531 | 5,79 | ||||
| 2026-02-04 | 13F | Legacy Financial Advisors, Inc. | 38.834 | -0,98 | 1.476 | 5,43 | ||||
| 2026-01-23 | 13F | Private Wealth Management Group, LLC | 250.187 | -9,23 | 9.507 | -3,34 | ||||
| 2025-11-12 | 13F | Willow Creek Wealth Management Inc. | 123.895 | -0,47 | 4.422 | 7,93 | ||||
| 2026-01-15 | 13F | GEN Financial Management, INC. | 8.278 | 0,00 | 315 | 6,44 | ||||
| 2026-02-17 | 13F | Pw Advisors, Llc \ Fl | 50.411 | 1.916 | ||||||
| 2026-02-13 | 13F | E6 Portfolios, LLC | 71.926 | 2.733 | ||||||
| 2026-02-09 | 13F | Premier Financial Group | 735.070 | -12,44 | 27.985 | -6,45 | ||||
| 2026-02-10 | 13F | Clarity Capital Advisors, LLC | 12.557 | 0,65 | 477 | 7,19 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 105.068 | 31,28 | 3.993 | 39,78 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 26.526 | -62,36 | 1.008 | -59,94 | ||||
| 2026-01-15 | 13F | Parkwoods Wealth Partners, LLC | 238.950 | 22,79 | 9.080 | 30,74 | ||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Aspect Partners, LLC | 85 | 0,00 | 3 | 0,00 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 254.737 | 9,02 | 9.683 | 17,96 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 241.914 | 5,06 | 9.193 | 11,85 | ||||
| 2026-01-22 | 13F | Glass Jacobson Investment Advisors llc | 75.444 | -0,64 | 2.867 | 5,80 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 21.672 | -3,92 | 824 | 2,24 | ||||
| 2026-02-06 | 13F | Ferguson Johnson Wealth Management Inc | 51.842 | 2 | ||||||
| 2026-01-27 | 13F | Sterling Financial Planning, Inc. | 296.858 | 0,65 | 11.281 | 7,16 | ||||
| 2026-02-17 | 13F | Hancock Whitney Corp | 6.525 | 248 | ||||||
| 2026-01-08 | 13F | True Wealth Design, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 106.291 | 56,45 | 4.039 | 67,87 | ||||
| 2026-02-11 | 13F | Daner Wealth Management, LLC | 18.373 | -5,88 | 785 | 12,95 | ||||
| 2026-02-10 | 13F | BKD Wealth Advisors, LLC | 92.211 | -22,92 | 3.504 | -17,92 | ||||
| 2026-02-09 | 13F | Sensible Money, LLC | 316.945 | -2,67 | 12.044 | 3,62 | ||||
| 2026-02-10 | 13F | MB Generational Wealth, LLC | 436.199 | 3,89 | 16.576 | 10,61 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 113.076 | 745,87 | 4.296 | 800,63 | ||||
| 2025-10-10 | 13F | Kathleen S. Wright Associates Inc. | 3.600 | 0,00 | 128 | 8,47 | ||||
| 2026-02-13 | 13F | Monograph Wealth Advisors, Llc | 894.766 | 0,45 | 34.001 | 6,95 | ||||
| 2026-01-26 | 13F | Frankly Finances, LLC | 11.542 | 439 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 13.780.968 | 3,53 | 523.677 | 10,18 | ||||
| 2026-01-21 | 13F | SC&H Financial Advisors, Inc. | 13.497 | 0,00 | 513 | 6,44 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 10.912 | 13,67 | 415 | 31,43 | ||||
| 2026-02-05 | 13F | Passive Capital Management, LLC. | 20.881 | 0,00 | 793 | 6,44 | ||||
| 2025-11-13 | 13F | GeoWealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Sax Wealth Advisors, Llc | 146.601 | 15,33 | 5.571 | 22,80 | ||||
| 2026-02-13 | 13F | C M Bidwell & Associates Ltd | 21.940 | 0,00 | 834 | 6,39 | ||||
| 2026-01-26 | 13F | Harbor Asset Planning, Inc. | 1.709 | 0,65 | 65 | 6,67 | ||||
| 2026-02-05 | 13F | Yardley Wealth Management LLC | 234.001 | -3,38 | 8.892 | 2,88 | ||||
| 2026-02-02 | 13F | Vantage Point Financial LLC | 16.894 | 73,52 | 642 | 84,73 | ||||
| 2026-01-06 | 13F | ShankerValleau Wealth Advisors, Inc. | 130.112 | 0,82 | 4.944 | 7,34 | ||||
| 2026-02-10 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 286.798 | -1,78 | 10.898 | 4,58 | ||||
| 2026-02-11 | 13F | RAM Investment Partners, LLC | 49.843 | 39,16 | 1.894 | 48,20 | ||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 7.334 | 0,00 | 279 | 6,51 | ||||
| 2026-02-02 | 13F | Verus Financial Partners, Inc. | 14.799 | 0,65 | 603 | 15,08 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 7.977 | 303 | ||||||
| 2026-02-10 | 13F | Keyvantage Wealth, Llc | 45.800 | -63,97 | 1.740 | -61,64 | ||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 34 | 0,00 | 1 | 0,00 | ||||
| 2026-01-23 | 13F | Ritholtz Wealth Management | 2.157.319 | 2,35 | 81.978 | 8,97 | ||||
| 2026-02-17 | 13F | Foundry Financial LLC | 117.281 | 4.457 | ||||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 45.228 | 171,48 | 2 | |||||
| 2026-01-23 | 13F | Vestment Financial LLC | 108.749 | 1,04 | 4.240 | 10,10 | ||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 2.753 | -4,74 | 105 | 0,97 |
