Grundlæggende statistik
| Institutionelle ejere | 836 total, 836 long only, 0 short only, 0 long/short - change of 3,59% MRQ |
| Gennemsnitlig porteføljeallokering | 0.2952 % - change of -70,18% MRQ |
| Institutionelle aktier (lange) | 78.806.876 (ex 13D/G) - change of -1,96MM shares -2,43% MRQ |
| Institutionel værdi (lang) | $ 10.635.664 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares ESG Aware MSCI USA ETF (US:ESGU) har 836 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 78,806,876 aktier. Største aktionærer omfatter Bank Of America Corp /de/, Jpmorgan Chase & Co, Tiaa Trust, National Association, Northern Trust Corp, Goldman Sachs Group Inc, Betterment LLC, Morgan Stanley, Wealthfront Advisers Llc, Acorns Advisers, LLC, and BlackRock, Inc. .
iShares Trust - iShares ESG Aware MSCI USA ETF (NasdaqGM:ESGU) 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 27, 2026 is 137,83 / share. Previously, on March 31, 2025, the share price was 121,91 / share. This represents an increase of 13,06% 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.
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Important Note
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Load All| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-10 | 13F | American Money Management, LLC | 2.584 | 385 | ||||||
| 2026-02-11 | 13F | Hoxton Planning & Management, LLC | 15.232 | 1.445 | ||||||
| 2026-01-14 | 13F | Eastern Bank | 3.773 | -18,21 | 562 | -16,24 | ||||
| 2026-01-23 | 13F | Gilbert Capital Group, Inc. | 24.150 | 5,56 | 3.598 | 7,99 | ||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 3.692 | -21,80 | 550 | -19,94 | ||||
| 2026-02-04 | 13F | BCJ Capital Management, LLC | 3.704 | 0,54 | 552 | 2,80 | ||||
| 2026-01-27 | 13F | Regions Financial Corp | 23.041 | -4,62 | 3.433 | -2,42 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 1.833 | 1,66 | 0 | |||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 2.373 | 1,15 | 354 | 3,52 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 5.879 | 876 | ||||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 20.108 | 100,92 | 2.996 | 121,20 | ||||
| 2026-01-30 | 13F | Sofi Wealth, Llc | 18.585 | 27,84 | 2.769 | 30,81 | ||||
| 2026-02-09 | 13F | Wiser Advisor Group LLC | 64 | 0,00 | 10 | 0,00 | ||||
| 2026-02-10 | 13F | Spinnaker Trust | 40.814 | -6,59 | 6.080 | -4,42 | ||||
| 2026-01-12 | 13F | ONE Advisory Partners, LLC | 17.119 | -1,24 | 2.550 | 1,55 | ||||
| 2026-02-12 | 13F | Adviser Investments LLC | 4.243 | 0,00 | 632 | 2,43 | ||||
| 2026-02-02 | 13F | Broussard Financial Group LLC | 3.076 | 458 | ||||||
| 2026-01-28 | 13F | Aureum Wealth Management, LLC | 2.134 | 318 | ||||||
| 2025-11-07 | 13F | Synovus Financial Corp | 2.941 | 0,03 | 428 | 7,81 | ||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | BlueStem Wealth Partners, LLC | 13.018 | -1,94 | 1.939 | 0,31 | ||||
| 2026-02-13 | 13F | AlTi Global, Inc. | 118.408 | 0,88 | 17.640 | 3,22 | ||||
| 2026-01-13 | 13F | Sharkey, Howes & Javer | 107.586 | -5,95 | 16.028 | -3,76 | ||||
| 2026-02-06 | 13F | Cascade Financial Partners, LLC | 18.500 | -2,03 | 2.756 | 0,25 | ||||
| 2026-01-21 | 13F | Balance Wealth, LLC | 26.481 | -0,58 | 3.945 | 1,73 | ||||
| 2026-01-30 | 13F | Axis Wealth Partners, LLC | 7.831 | -0,22 | 1.167 | 2,10 | ||||
| 2026-02-09 | 13F | Atticus Wealth Management, Llc | 2.015 | 0,35 | 300 | 2,74 | ||||
| 2026-01-12 | 13F | Archer Investment Management, LLC | 6.483 | 966 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 9.260 | -42,53 | 1.380 | -41,22 | ||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 1.677 | 250 | ||||||
| 2026-01-12 | 13F | Howard Financial Services, Ltd. | 4.765 | 0,19 | 710 | 2,46 | ||||
| 2026-02-04 | 13F | Liberty Wealth Management Llc | 1.870 | 6,67 | 279 | 9,02 | ||||
| 2026-01-20 | 13F | Payne Capital LLC | 3.052 | 0,00 | 455 | 2,25 | ||||
| 2026-02-13 | 13F | Acorns Advisers, LLC | 2.565.822 | 0,83 | 382 | 3,24 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 12.744 | 3,39 | 1.899 | 5,80 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 16.903 | -2,18 | 2.518 | -0,28 | ||||
| 2026-02-11 | 13F | Rise Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Investors Portfolio Services LLC | 460 | 69 | ||||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 5.623 | 3,10 | 838 | 5,42 | ||||
| 2026-01-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 77 | 11 | ||||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 333.501 | -9,82 | 49.685 | -7,72 | ||||
| 2026-02-03 | 13F | Bokf, Na | 229 | 0,00 | 34 | 3,03 | ||||
| 2026-02-06 | 13F | Commonwealth Financial Services, LLC | 1.537 | 0,00 | 229 | 2,24 | ||||
| 2026-01-07 | 13F | IMPACTfolio, LLC | 289.205 | -0,80 | 43.086 | 1,50 | ||||
| 2026-01-26 | 13F | PFG Investments, LLC | 21.118 | 5,85 | 3.146 | 8,33 | ||||
| 2026-01-20 | 13F | Ascent Group, LLC | 6.026 | -20,69 | 898 | -18,90 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 9.653 | 14,12 | 1.438 | 16,82 | ||||
| 2026-02-02 | 13F | GenTrust, LLC | 13.105 | 1,49 | 1.952 | 3,83 | ||||
| 2026-02-24 | 13F | Bell Investment Advisors, Inc | 5.546 | -0,22 | 826 | 2,10 | ||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 568 | 85 | ||||||
| 2026-02-17 | 13F | Coppell Advisory Solutions LLC | 2.092 | -5,51 | 314 | -2,18 | ||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 8.123 | 2,14 | 1.210 | 4,49 | ||||
| 2026-02-10 | 13F | Baker Avenue Asset Management, LP | 3.623 | 3,72 | 540 | 6,10 | ||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 3.899 | 6,62 | 581 | 9,02 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 64.403 | -10,36 | 9.595 | -8,28 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 2.103 | 0,00 | 313 | 0,32 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 8.584 | -4,80 | 1.279 | -2,59 | ||||
| 2026-01-23 | 13F | Carnegie Capital Asset Management, LLC | 2.035 | 23,71 | 303 | 26,78 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 3.589 | 535 | ||||||
| 2026-01-08 | 13F | Baker Tilly Financial, Llc | 2.354 | 0,00 | 351 | 2,34 | ||||
| 2026-01-27 | 13F | WealthCollab, LLC | 4.311 | 0,00 | 642 | 2,39 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 137 | 0,00 | 20 | 5,26 | ||||
| 2026-02-12 | 13F | Keystone Financial Services | 8.553 | 29,85 | 1.274 | 32,85 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 1.522 | 22,94 | 227 | 25,56 | ||||
| 2026-02-09 | 13F | Strategic Financial Concepts, LLC | 2.155 | 321 | ||||||
| 2026-02-04 | 13F | GGM Financials LLC | 1.396 | 0,22 | 208 | 2,48 | ||||
| 2026-03-24 | 13F | Armis Advisers, LLC | 4.162 | 25,32 | 587 | 19,59 | ||||
| 2026-02-13 | 13F | SYM FINANCIAL Corp | 15.008 | 2,84 | 2.236 | 5,23 | ||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 161 | -92,90 | 24 | -92,77 | ||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Td Private Client Wealth Llc | 4.742 | -1,76 | 707 | 0,57 | ||||
| 2026-01-28 | 13F | Bigelow Investment Advisors, LLC | 6.642 | -4,35 | 990 | -2,18 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 65.255 | -0,72 | 9.722 | 1,58 | ||||
| 2026-01-30 | 13F | Precision Wealth Strategies, LLC | 3.038 | 1,30 | 453 | 3,67 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 11.427 | 10,33 | 1.702 | 12,94 | ||||
| 2026-02-10 | 13F | Spectrum Planning & Advisory Services Inc. | 2.382 | 0,25 | 355 | 2,61 | ||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 2.069 | 0,00 | 308 | 2,33 | ||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 35.437 | 0,07 | 5.160 | 7,68 | ||||
| 2026-02-05 | 13F | Sage Financial Management Group, Inc. | 1.399 | 0,00 | 208 | 2,46 | ||||
| 2026-02-13 | 13F | Novus Advisors, Llc | 1.395 | -5,17 | 208 | -3,27 | ||||
| 2026-02-05 | 13F | Bright Futures Wealth Management, LLC. | 2.294 | 23,60 | 342 | 26,30 | ||||
| 2026-01-15 | 13F | Xena Financial Planning, LLC | 9.178 | 1.367 | ||||||
| 2026-02-06 | 13F | Addison Advisors LLC | 414 | 0,00 | 62 | 1,67 | ||||
| 2026-01-09 | 13F | Diversified Trust Co | 17.301 | -5,46 | 2.578 | -3,27 | ||||
| 2026-01-26 | 13F | Decker Retirement Planning Inc. | 45.067 | 4,71 | 6.714 | 7,15 | ||||
| 2026-01-29 | 13F | Resonant Capital Advisors, LLC | 5.048 | 0,00 | 752 | 2,45 | ||||
| 2026-01-29 | 13F | Camelot Portfolios, LLC | 329 | 29 | ||||||
| 2025-11-21 | 13F | Watts Gwilliam & Co., LLC | 1.410 | 0,00 | 205 | 0,99 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 1.274 | 0,00 | 185 | 7,56 | ||||
| 2025-10-14 | 13F | Dohj, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 1.935.702 | -14,38 | 288.381 | -12,39 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 1.914 | -44,10 | 285 | -42,77 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 865 | 129 | ||||||
| 2026-02-12 | 13F | Summit Financial, LLC | 3.848 | 0,00 | 573 | 2,32 | ||||
| 2026-01-28 | 13F | Kingswood Wealth Advisors, Llc | 3.518 | -77,62 | 524 | -77,10 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 15.889 | -4,51 | 2.367 | -2,27 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 57.379 | 1,15 | 9 | 0,00 | ||||
| 2026-02-11 | 13F | Franklin Resources Inc | 17.828 | -21,78 | 2.656 | -19,95 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 84.766 | -2,14 | 12.628 | 0,13 | ||||
| 2026-02-13 | 13F | Vivaldi Capital Management, LLC | 2.647 | 0,00 | 394 | 2,34 | ||||
| 2026-02-09 | 13F | Putnam Fl Investment Management Co | 126.592 | 1,97 | 18.860 | 4,33 | ||||
| 2026-01-16 | 13F | Tempus Wealth Planning, LLC | 10.601 | 0,34 | 1.579 | 2,67 | ||||
| 2026-02-11 | 13F | Milestone Investment Advisors LLC | 2.595 | -0,57 | 387 | 1,58 | ||||
| 2026-02-02 | 13F | SNS Financial Group, LLC | 10.116 | -12,10 | 1.507 | -10,03 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 192.113 | -2,61 | 29 | 0,00 | ||||
| 2025-11-12 | 13F | NewSquare Capital LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-14 | 13F | Mount Yale Investment Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 60.578 | 16,98 | 9.025 | 19,67 | ||||
| 2026-02-12 | 13F | Benson Wealth Management INC | 134 | 20 | ||||||
| 2026-02-06 | 13F | Tanglewood Legacy Advisors, LLC | 1.000 | 0,00 | 149 | 2,07 | ||||
| 2026-01-27 | 13F | Symmetry Partners, LLC | 9.189 | 14,48 | 1.369 | 17,12 | ||||
| 2026-03-05 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 23 | 3 | ||||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 2.745 | 10,82 | 409 | 13,33 | ||||
| 2026-02-09 | 13F | Kestra Investment Management, LLC | 2.209 | -12,10 | 329 | -9,86 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 7.012 | 83,51 | 1.045 | 87,77 | ||||
| 2026-01-22 | 13F | Trilogy Capital Inc. | 62.979 | -3,45 | 9.383 | -1,21 | ||||
| 2026-01-26 | 13F | BLB&B Advisors, LLC | 8.981 | 2,21 | 1.338 | 4,53 | ||||
| 2026-01-29 | 13F | Courier Capital Llc | 1.598 | 0,00 | 238 | 2,59 | ||||
| 2026-02-03 | 13F | Strategic Wealth Advisors LLC | 61 | 0 | ||||||
| 2026-01-14 | 13F | Centurion Wealth Management LLC | 1.515 | 6,32 | 226 | 8,70 | ||||
| 2026-01-23 | 13F/A | HF Advisory Group, LLC | 20.361 | 1,69 | 3.033 | 4,05 | ||||
| 2026-02-13 | 13F | Whalerock Point Partners, Llc | 2.306 | 0,00 | 344 | 2,39 | ||||
| 2026-02-17 | 13F | Capitolis Liquid Global Markets LLC | 63.500 | -82,55 | 9.460 | -82,15 | ||||
| 2026-02-03 | 13F | Liberty Atlantic Advisors LLC | 2.941 | 438 | ||||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 422 | 0,00 | 63 | 21,57 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 91.430 | -28,13 | 13.621 | -26,46 | ||||
| 2026-02-12 | 13F | Keel Point, LLC | 7.258 | 0,00 | 1.081 | 2,37 | ||||
| 2026-02-13 | 13F | Kilter Group LLC | 264 | 51,72 | 39 | 56,00 | ||||
| 2026-01-08 | 13F | Moller Financial Services | 1.766 | -16,02 | 263 | -14,05 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 132 | 0,00 | 20 | 0,00 | ||||
| 2026-01-23 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 3.972 | 3,12 | 592 | 5,54 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 16.476 | -0,68 | 2.455 | 1,61 | ||||
| 2026-01-14 | 13F | Pallas Capital Advisors LLC | 5.944 | 0,00 | 886 | 2,31 | ||||
| 2026-01-23 | 13F | Northland Securities, Inc. | 2.884 | 430 | ||||||
| 2026-01-09 | 13F | Affinity Capital Advisors, LLC | 150.592 | -0,74 | 22.435 | 0,98 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 94.101 | 6,05 | 14.019 | 8,51 | ||||
| 2025-10-22 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Fiduciary Financial Group, Llc | 4.620 | 0,20 | 688 | 2,53 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 95.748 | 0,07 | 14.269 | 2,57 | ||||
| 2026-01-29 | 13F | Facet Wealth, Inc. | 72.116 | -1,44 | 10.946 | 2,75 | ||||
| 2026-01-14 | 13F | Exchange Traded Concepts, Llc | 25 | -35,90 | 4 | -40,00 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 413 | 0,00 | 62 | 1,67 | ||||
| 2026-02-11 | 13F | Cornerstone Advisors Asset Management, Inc | 3.552 | 0,31 | 529 | 2,72 | ||||
| 2026-01-26 | 13F | Level Financial Advisors, Inc. | 2.191 | 0,00 | 326 | 2,19 | ||||
| 2026-01-27 | 13F | Osborne Partners Capital Management, Llc | 4.082 | 3,42 | 608 | 5,92 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Huntington National Bank | 159 | 1,27 | ||||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 24.113 | -10,55 | 3.592 | -8,46 | ||||
| 2026-02-02 | 13F | One Wealth Advisors, LLC | 105.998 | -7,94 | 15.792 | -5,80 | ||||
| 2026-01-26 | 13F | Quadrant Private Wealth Management, LLC | 5.736 | -2,33 | 855 | -0,12 | ||||
| 2026-02-06 | 13F | Great Diamond Partners, LLC | 4.684 | -8,78 | 698 | -6,69 | ||||
| 2026-02-10 | 13F | Argent Trust Co | 2.429 | 0,00 | 362 | 2,27 | ||||
| 2026-02-05 | 13F | Intrua Financial, LLC | 4.825 | 1,15 | 719 | 3,46 | ||||
| 2026-02-06 | 13F | Motco | 1.708 | 9,42 | 254 | 11,89 | ||||
| 2026-01-15 | 13F | Brookstone Capital Management | 223.718 | 8,46 | 33.330 | 10,98 | ||||
| 2026-02-02 | 13F | Legacy Edge Advisors, LLC | 3.797 | 566 | ||||||
| 2026-02-03 | 13F | Detalus Advisors, LLC | 5.300 | -0,47 | 790 | 1,81 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 17.580 | 7,43 | 2.619 | 9,95 | ||||
| 2026-02-02 | 13F | Oak Harbor Wealth Partners, Llc | 66 | 10 | ||||||
| 2026-02-11 | 13F | Commonwealth Retirement Investments LLC | 280 | 42 | ||||||
| 2026-01-23 | 13F | Kelsey Financial, LLC | 5.207 | 776 | ||||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 11 | 0,00 | 2 | 0,00 | ||||
| 2026-01-27 | 13F | Retirement Income Solutions, Inc | 54.307 | 10,72 | 8.091 | 13,29 | ||||
| 2026-02-11 | 13F | Metis Global Partners, LLC | 5.491 | 11,15 | 818 | 13,77 | ||||
| 2026-02-17 | 13F | Amundi | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 270.045 | 7,29 | 40.231 | 9,78 | ||||
| 2026-01-21 | 13F | Integris Wealth Management, LLC | 23.430 | -1,29 | 3.491 | 0,98 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | SBI Securities Co., Ltd. | 5 | -16,67 | 1 | |||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 17.673 | -0,05 | 2.633 | 2,25 | ||||
| 2026-02-13 | 13F | Partners Capital Investment Group, Llp | 24.006 | 0,31 | 3.576 | 2,64 | ||||
| 2026-01-27 | 13F | Hobart Private Capital, LLC | 1.394 | 0,00 | 208 | 2,48 | ||||
| 2026-02-05 | 13F | Proactive Wealth Strategies LLC | 1.740 | 0,29 | 259 | 2,78 | ||||
| 2026-01-26 | 13F | JNBA Financial Advisors | 910 | 136 | ||||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 12.279 | 13,22 | 1.844 | 17,09 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 358 | 92,47 | 53 | 96,30 | ||||
| 2026-02-06 | 13F | Creative Financial Designs Inc /adv | 492 | -15,61 | 73 | -13,10 | ||||
| 2026-01-30 | 13F | Urban Wealth Management, LLC | 1.824 | -16,75 | 272 | 47,28 | ||||
| 2026-02-02 | 13F | CENTRAL TRUST Co | 8.228 | 44,86 | 1.226 | 48,31 | ||||
| 2026-01-08 | 13F | Financial Management Network Inc | 2.992 | 0,34 | 446 | 1,83 | ||||
| 2026-01-28 | 13F | Glassman Wealth Services | 17 | 0,00 | 3 | 0,00 | ||||
| 2026-01-26 | 13F | Grand Wealth Management, Llc | 99 | 0,00 | 15 | 0,00 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 202.015 | -10,29 | 30.105 | -6,62 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 19.077 | 9,01 | 2.842 | 11,54 | ||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 385 | 0,00 | 57 | 1,79 | ||||
| 2026-02-13 | 13F | Maia Wealth LLC | 35.253 | -13,90 | 5.214 | -14,78 | ||||
| 2026-01-26 | 13F | Chicago Capital, LLC | 6.700 | 0,00 | 998 | 2,36 | ||||
| 2026-01-28 | 13F | Ramiah Investment Group | 12.365 | 1.842 | ||||||
| 2026-01-28 | 13F | Cranbrook Wealth Management, LLC | 12.489 | -0,40 | 1.861 | 1,92 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 1.027.351 | 4,31 | 153.055 | 6,73 | ||||
| 2026-01-09 | 13F | Silvia Mccoll Wealth Management, Llc | 5.879 | 0,00 | 876 | 2,34 | ||||
| 2026-01-30 | 13F | Keybank National Association/oh | 226.075 | -0,43 | 33.681 | 1,88 | ||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 16.819 | -0,37 | 2.506 | 1,91 | ||||
| 2025-10-14 | 13F | Old National Bancorp /in/ | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 22.818 | -0,87 | 3.399 | 1,43 | ||||
| 2026-01-27 | 13F | Elevate Wealth Advisory, Inc | 176 | 0,00 | 26 | 4,00 | ||||
| 2026-01-21 | 13F | Sutton Place Investors Llc | 5.497 | -4,55 | 819 | -2,39 | ||||
| 2026-01-13 | 13F | Buttonwood Financial Group, LLC | 2.254 | -49,43 | 341 | -47,62 | ||||
| 2026-02-10 | 13F | Winthrop Capital Management, LLC | 719 | 0,00 | 0 | |||||
| 2026-02-12 | 13F | RKL Wealth Management LLC | 3.430 | 0,32 | 511 | 2,62 | ||||
| 2026-01-09 | 13F | Graves-Light Private Wealth Management, Inc. | 1.579 | 0,00 | 235 | 2,62 | ||||
| 2026-01-29 | 13F | UBS Group AG | 294.359 | -14,80 | 43.854 | -12,83 | ||||
| 2026-02-12 | 13F | Trailhead Planners LLC | 1.580 | 235 | ||||||
| 2026-02-03 | 13F | Wesbanco Bank Inc | 2.506 | -8,31 | 373 | -6,05 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 1.862 | 0,00 | 277 | 2,21 | ||||
| 2026-01-20 | 13F | Hanson & Doremus Investment Management | 49 | 0,00 | 0 | |||||
| 2025-10-31 | 13F | First Command Advisory Services, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-09 | 13F | Northstar Financial Companies, Inc. | 2.278 | 0,00 | 339 | 2,42 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 1.527 | -2,12 | 227 | 0,00 | ||||
| 2026-02-10 | 13F | Evolution Wealth Management Inc. | 282 | 64,91 | 42 | 75,00 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 2.062.052 | -4,60 | 307.204 | -2,39 | ||||
| 2026-01-12 | 13F | Scott Capital Advisors, LLC | 10.472 | 0,25 | 1.560 | 1,50 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 11 | 2 | ||||||
| 2026-02-10 | 13F | Syntegra Private Wealth Group, LLC | 3.524 | -10,72 | 525 | -8,54 | ||||
| 2026-02-10 | 13F | CFS Investment Advisory Services, LLC | 49.808 | -0,49 | 7.420 | 0,01 | ||||
| 2026-02-10 | 13F | Arcadia Wealth Management, Inc. | 1.441 | 0,00 | 215 | 2,39 | ||||
| 2026-01-21 | 13F | Sowell Financial Services LLC | 10.883 | 0,84 | 1.621 | 3,18 | ||||
| 2026-01-09 | 13F | Montecito Bank & Trust | 12.697 | -2,83 | 1.892 | -0,58 | ||||
| 2025-11-12 | 13F | Arcadia Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Braun-Bostich & Associates Inc. | 1.769 | 2,97 | 264 | 5,20 | ||||
| 2026-02-13 | 13F | Transamerica Financial Advisors, Inc. | 572 | 43,00 | 85 | 46,55 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 11.080 | 29,48 | 1.651 | 32,53 | ||||
| 2026-01-27 | 13F | GHP Investment Advisors, Inc. | 20 | 0,00 | 3 | 0,00 | ||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 2.257 | 0,00 | 336 | 2,44 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 6.089 | 43,37 | 907 | 46,76 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 1.749 | -27,22 | 261 | -25,50 | ||||
| 2026-01-14 | 13F | Wealthcare Advisory Partners LLC | 3.190 | -47,53 | 475 | -46,33 | ||||
| 2026-01-13 | 13F | Capital Investment Advisors, LLC | 3.838 | 5,12 | 572 | 7,53 | ||||
| 2026-02-17 | 13F | Two Sigma Investments, Lp | 70.500 | -50,80 | 10.503 | -49,66 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 3.384 | -8,66 | 1 | |||||
| 2026-01-28 | 13F | Libra Wealth Llc | 3.544 | 0,00 | 528 | 2,13 | ||||
| 2026-02-06 | 13F | Morling Financial Advisors, LLC | 12.527 | 1,45 | 1.866 | 3,84 | ||||
| 2026-02-03 | 13F | Coston, McIsaac & Partners | 22 | 0,00 | 0 | |||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 376.284 | -6,04 | 56.059 | 96.551,72 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 659 | 0,00 | 98 | 3,16 | ||||
| 2026-02-10 | 13F | DT Investment Partners, LLC | 782 | 117 | ||||||
| 2025-11-12 | 13F | Duncan Williams Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Baron Silver Stevens Financial Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 8.003 | -0,52 | 1.192 | 1,79 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 7.459 | 9,64 | 1.111 | 12,22 | ||||
| 2025-10-15 | 13F | Stephens Consulting, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 411 | -99,89 | 61 | -99,88 | ||||
| 2026-01-26 | 13F | Keystone Wealth Services, LLC | 30.775 | -0,46 | 4.585 | 1,84 | ||||
| 2026-02-24 | 13F | Barnes Wealth Management Group, Inc | 2.877 | 0,00 | 429 | 2,39 | ||||
| 2025-11-14 | 13F | Toronto Dominion Bank | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Obsidian Personal Planning Solutions LLC | 1.365 | -10,73 | 204 | -0,97 | ||||
| 2026-02-26 | 13F | TD Capital Management LLC | 1.609 | 0,31 | 240 | 2,58 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 13.274 | 0,16 | 1.978 | 2,49 | ||||
| 2026-02-13 | 13F | Oarsman Capital, Inc. | 1.352 | -2,73 | 201 | -0,50 | ||||
| 2026-01-12 | 13F | Foster Group, Inc. | 25.269 | 16,13 | 3.765 | 18,81 | ||||
| 2026-03-16 | 13F | Bank of New Hampshire | 1.320 | 0,00 | 197 | 2,08 | ||||
| 2026-01-14 | 13F | Acropolis Investment Management, LLC | 13.610 | 11,37 | 2.028 | 22,63 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 5.986.011 | 0,80 | 897.324 | 4,01 | ||||
| 2026-02-13 | 13F | Schroder Investment Management Group | 64.794 | 0,00 | 9.728 | 3,41 | ||||
| 2026-01-26 | 13F | Mirae Asset Global Investments Co., Ltd. | 46.980 | -40,79 | 6.999 | -39,42 | ||||
| 2026-02-03 | 13F | MA Private Wealth | 23.199 | -4,23 | 3.456 | -2,01 | ||||
| 2026-01-07 | 13F | Magnus Financial Group LLC | 3.660 | -1,90 | 545 | 0,37 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 11.476 | 0,00 | 1.710 | 2,34 | ||||
| 2026-01-05 | 13F | Foguth Wealth Management, LLC. | 1.400 | 209 | ||||||
| 2026-02-09 | 13F | Smithfield Trust Co | 3.149 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | W Advisors, Llc | 8.588 | 0,00 | 1.279 | 2,32 | ||||
| 2026-01-26 | 13F | Nottingham Advisors, Inc. | 8.139 | -9,52 | 1.213 | -7,41 | ||||
| 2026-02-03 | 13F | Milestone Asset Management Group, LLC | 8.685 | -1,16 | 1.294 | 1,09 | ||||
| 2026-02-10 | 13F | W.H. Cornerstone Investments Inc. | 2.826 | 0,28 | 421 | 2,68 | ||||
| 2025-11-06 | 13F | Blalock Williams, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Sage Financial Group Inc | 1.950 | -2,50 | 291 | -0,34 | ||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Headlands Technologies LLC | 10.212 | 1.521 | ||||||
| 2026-02-18 | 13F | Alpha Capital Advisors Inc /adv | 3.660 | 554 | ||||||
| 2026-02-02 | 13F | Robertson Stephens Wealth Management, LLC | 7.790 | 0,58 | 1.161 | 2,93 | ||||
| 2025-11-14 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-03 | 13F | RWM Asset Management, LLC | 5.923 | 0,00 | 895 | 3,83 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 871 | -77,14 | 130 | -76,71 | ||||
| 2026-01-16 | 13F | Oregon Pacific Wealth Management, LLC | 3.875 | 12,88 | 577 | 15,63 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 13.083 | 1.949 | ||||||
| 2026-02-17 | 13F | Fmr Llc | 233.738 | 2,12 | 34.822 | 4,49 | ||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 3.976 | 48,69 | 593 | 52,19 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 13.335.463 | -1,14 | 1.986.717 | 1,16 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 35.404 | 53,83 | 5.275 | 53,67 | ||||
| 2026-02-05 | 13F | Novare Capital Management Llc | 1.905 | -9,07 | 284 | -7,21 | ||||
| 2026-01-14 | 13F | Northwest Wealth Management, Llc | 1.712 | 0,00 | 255 | 2,41 | ||||
| 2026-02-04 | 13F | Tsfg, Llc | 6 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 4.758 | 0,00 | 709 | 2,31 | ||||
| 2026-01-29 | 13F | UMA Financial Services, Inc. | 33.653 | 1,27 | 5.014 | 3,62 | ||||
| 2026-02-13 | 13F | KilterHowling LLC | 7.261 | -3,69 | 1.082 | -1,46 | ||||
| 2026-01-27 | 13F | Lodestar Private Asset Management Llc | 5.105 | -3,17 | 761 | -0,91 | ||||
| 2025-11-14 | 13F | Concorde Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Emergent Wealth Advisors, LLC | 4.111 | 0,54 | 612 | 2,86 | ||||
| 2026-02-19 | 13F | Invesco Ltd. | 3.164 | 64,11 | 471 | 68,21 | ||||
| 2026-02-10 | 13F | New Republic Capital, LLC | 719 | 0,00 | 107 | 2,88 | ||||
| 2026-02-11 | 13F | Flagship Wealth Advisors, Llc | 411 | -22,60 | 61 | -20,78 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 24.921 | -2,27 | 3.713 | 0,00 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 31.711 | -2,37 | 4.724 | -0,11 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 105.361 | -3,66 | 16 | 0,00 | ||||
| 2026-02-17 | 13F | Keebeck Wealth Management, LLC | 74.699 | -1,71 | 11.129 | 0,57 | ||||
| 2026-01-16 | 13F | Marino, Stram & Associates Llc | 7.773 | 0,17 | 1.158 | 2,57 | ||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 36.286 | -23,43 | 5.406 | -21,66 | ||||
| 2026-02-05 | 13F | Staley Capital Advisers Inc | 80.000 | -11,11 | 11.918 | -9,05 | ||||
| 2026-02-09 | 13F | Key FInancial Inc | 632 | 10,68 | 94 | 13,25 | ||||
| 2026-02-11 | 13F | Simplex Trading, Llc | 2 | 0 | ||||||
| 2026-01-07 | 13F | Capital Advantage, Inc. | 1.415 | 211 | ||||||
| 2026-01-26 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 15.145 | 22,69 | 2.256 | 25,54 | ||||
| 2026-01-21 | 13F | Crews Bank & Trust | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 6.882 | -9,98 | 1.025 | -7,91 | ||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 1.762 | -83,03 | 263 | -82,76 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 122.807 | 43,95 | 18.296 | 47,30 | ||||
| 2026-01-16 | 13F | RHS Financial, LLC | 13.478 | -9,62 | 2.008 | -7,55 | ||||
| 2026-02-17 | 13F | Creative Planning | 309.687 | 3,19 | 46.137 | 5,59 | ||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 6.107 | -2,74 | 910 | -0,55 | ||||
| 2026-02-13 | 13F | Resources Management Corp /ct/ /adv | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | Signal Advisors Wealth, LLC | 1.977 | -42,70 | 295 | -41,43 | ||||
| 2026-02-05 | 13F | Pinnacle Associates Ltd | 1.787 | -10,07 | 266 | -7,96 | ||||
| 2026-02-09 | 13F | Prospera Financial Services Inc | 6.179 | 60,29 | 921 | 63,99 | ||||
| 2026-01-28 | 13F | Davis Capital Management | 24 | 4 | ||||||
| 2026-01-29 | 13F | Financial Life Planners | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | Two West Capital Advisors LLC | 7.259 | -4,10 | 1.081 | -3,57 | ||||
| 2026-01-28 | 13F | Caliber Wealth Management, LLC / KS | 11.907 | 1,31 | 1.774 | 3,62 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 5.872 | 1,56 | 875 | 3,92 | ||||
| 2026-02-13 | 13F | Banco Santander, S.A. | 31.000 | 4.618 | ||||||
| 2026-02-18 | 13F | Caitlin John, LLC | 247 | 0,00 | 37 | 2,86 | ||||
| 2026-01-28 | 13F | Alesco Advisors Llc | 248.808 | -0,86 | 37.067 | 1,45 | ||||
| 2026-02-10 | 13F/A | Core Wealth Advisors, Llc | 3.366 | 501 | ||||||
| 2026-02-10 | 13F | JMG Financial Group, Ltd. | 10.399 | -13,32 | 1.549 | -11,28 | ||||
| 2026-01-15 | 13F | ERn Financial, LLC | 6.983 | -1,68 | 1.040 | 0,58 | ||||
| 2026-02-06 | 13F | McKinley Carter Wealth Services, Inc. | 33.161 | -6,89 | 4.940 | -4,73 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 3.853 | -17,53 | 574 | -15,59 | ||||
| 2026-01-22 | 13F | Venturi Wealth Management, LLC | 2.778 | 2,13 | 414 | 4,29 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 10.385 | -20,89 | 1.547 | -19,05 | ||||
| 2025-10-10 | 13F | Kathleen S. Wright Associates Inc. | 99 | 0,00 | 14 | 7,69 | ||||
| 2026-02-10 | 13F | Old Peak Finance LLC | 4.040 | 602 | ||||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 3.751 | -9,96 | 559 | -7,92 | ||||
| 2026-01-30 | 13F | Arlington Trust Co LLC | 480 | -68,42 | 72 | -67,87 | ||||
| 2025-11-04 | 13F | Guerra Advisors Inc | 49 | 7 | ||||||
| 2026-02-09 | 13F | Global Assets Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Gerber Kawasaki Wealth & Investment Management | 1.643 | -79,92 | 245 | -79,51 | ||||
| 2026-02-09 | 13F | Bellwether Advisors, LLC | 2.248 | 0,00 | 335 | 2,14 | ||||
| 2025-11-14 | 13F | WealthTrak Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F/A | Kovack Advisors, Inc. | 1.671 | 249 | ||||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 3.992 | -67,02 | 595 | -66,29 | ||||
| 2026-01-28 | 13F | Aspen Wealth Strategies, LLC | 2.397 | 0,00 | 357 | 2,29 | ||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 3.395 | 1,65 | 506 | 3,91 | ||||
| 2026-01-20 | 13F | Fundamentun, Llc | 1.556 | 0,00 | 232 | 2,21 | ||||
| 2026-01-27 | 13F | Klaas Financial Asset Advisors, LLC | 61.184 | -6,96 | 9.115 | -4,80 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 232 | -0,85 | 35 | 0,00 | ||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 3.779 | 563 | ||||||
| 2026-01-23 | 13F | Valley National Advisers Inc | 3.729 | 1 | ||||||
| 2026-01-15 | 13F | Archford Capital Strategies, LLC | 4.130 | 0,00 | 615 | 2,33 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 11.260 | -2,80 | 1.692 | -2,87 | ||||
| 2026-02-03 | 13F | Apeiron RIA LLC | 1.809 | -5,73 | 274 | -1,44 | ||||
| 2026-02-05 | 13F | Boulder Wealth Advisors, LLC | 35.227 | 3,17 | 5.248 | 5,57 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 57.190 | 0,29 | 8.520 | 2,63 | ||||
| 2026-02-02 | 13F | Opes Wealth Management LLC | 23.256 | 0,00 | 3.465 | 2,30 | ||||
| 2026-01-29 | 13F | Klingman & Associates, LLC | 1.826 | 0,00 | 272 | 2,64 | ||||
| 2026-02-04 | 13F | Legacy Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | Retirement Wealth Solutions LLC | 31 | 0,00 | 5 | 0,00 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 3.839 | 0,18 | 572 | 2,51 | ||||
| 2026-02-13 | 13F | Clarity Asset Management, Inc. | 83.604 | -2,61 | 12.455 | -0,35 | ||||
| 2026-01-08 | 13F | Firethorn Wealth Partners, Llc | 7.372 | -0,14 | 1.098 | 2,23 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 51.793 | -7,26 | 7.716 | -5,10 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 1.035 | 0,00 | 154 | 2,67 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 45 | 7 | ||||||
| 2026-01-29 | 13F | Advisors Capital Management, LLC | 8.804 | 1.312 | ||||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 12.215 | 2,93 | 1.732 | 0,23 | ||||
| 2026-02-09 | 13F | Weinberger Asset Management, Inc | 2.738 | 408 | ||||||
| 2026-02-13 | 13F | Gen-Wealth Partners Inc | 3.179 | -18,53 | 474 | -16,73 | ||||
| 2026-01-12 | 13F | Ryan Investment Management, Inc. | 8.111 | -31,85 | 1.208 | -30,25 | ||||
| 2026-01-21 | 13F | Aaron Wealth Advisors LLC | 5.674 | -19,57 | 845 | -17,72 | ||||
| 2026-01-26 | 13F | CWC Advisors, LLC. | 9.446 | 0,01 | 1.407 | 2,33 | ||||
| 2026-02-17 | 13F | Perennial Investment Advisors, LLC | 15.825 | 0,57 | 2.358 | 2,93 | ||||
| 2026-02-11 | 13F | Schwallier Wealth Management LLC | 1.721 | 0,29 | 259 | 4,02 | ||||
| 2026-02-10 | 13F | Founders Financial Securities Llc | 9.065 | 1.351 | ||||||
| 2026-02-13 | 13F | Citigroup Inc | 460.875 | -25,54 | 68.661 | -23,81 | ||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 123 | 0,00 | 18 | 5,88 | ||||
| 2026-02-12 | 13F | Riverwater Partners LLC | 5.959 | -0,88 | 888 | 1,37 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 2.103.406 | 1,42 | 313.365 | 3,77 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 168 | 0,00 | 25 | 4,17 | ||||
| 2026-01-13 | 13F | Presilium Private Wealth, Llc | 6.813 | -0,97 | 1.015 | 1,40 | ||||
| 2026-01-12 | 13F | Abound Wealth Management | 1.094 | 21,56 | 163 | 23,66 | ||||
| 2026-01-29 | 13F | ArborFi Advisors, LLC | 1.997 | 6,22 | 298 | 8,79 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 529.305 | -7,26 | 78.855 | -5,10 | ||||
| 2025-11-07 | 13F | Certus Wealth Management, LLC | 4.251 | -4,30 | 619 | 2,83 | ||||
| 2026-02-11 | 13F | Real Talk Capital, LLC | 1.373 | -0,44 | 205 | 2,00 | ||||
| 2026-01-23 | 13F | Clear Creek Financial Management, LLC | 8.263 | -1,03 | 1.231 | 1,32 | ||||
| 2026-02-05 | 13F | WealthPlan Investment Management, LLC | 25.754 | -0,05 | 3.837 | 2,27 | ||||
| 2026-01-29 | 13F | Seven Post Investment Office LP | 2.532 | 0,00 | 377 | 2,45 | ||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 1.446 | 215 | ||||||
| 2026-01-16 | 13F | Worth Financial Advisory Group, LLC | 2.080 | 0,00 | 310 | 2,32 | ||||
| 2026-02-06 | 13F | Csenge Advisory Group | 2.701 | -4,96 | 402 | -2,66 | ||||
| 2026-01-27 | 13F | PFG Advisors | 5.384 | 13,71 | 802 | 16,40 | ||||
| 2026-02-05 | 13F | 1st Source Bank | 14.855 | -3,03 | 2.213 | -0,76 | ||||
| 2026-01-27 | 13F | Forum Financial Management, LP | 2.011 | 14,78 | 300 | 17,25 | ||||
| 2026-02-17 | 13F | Note Advisors, LLC | 1.974 | 0,00 | 295 | 2,44 | ||||
| 2026-01-09 | 13F | Dynamic Advisor Solutions LLC | 9.884 | -60,99 | 1.473 | -60,09 | ||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 2.121 | 10,64 | 316 | 12,90 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 1.162.088 | -1,89 | 173.128 | 0,38 | ||||
| 2026-01-15 | 13F | Strategic Point Investment Advisors, LLC | 12.685 | -1,21 | 1.890 | 1,07 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 7.138 | 0,98 | 1.063 | 3,30 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 5.229 | 3,03 | 766 | 3,66 | ||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 28.089 | 9,90 | 4.185 | 12,44 | ||||
| 2026-01-27 | 13F | Security Financial Services, INC. | 1.556 | -11,69 | 232 | -9,77 | ||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 3.752 | 0,16 | 559 | 2,39 | ||||
| 2026-01-21 | 13F | Tarbox Family Office, Inc. | 3.854 | -65,83 | 574 | -65,04 | ||||
| 2026-01-12 | 13F | Focus Financial Network, Inc. | 19.735 | -0,13 | 2.940 | 2,23 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 68.699 | 10.235 | ||||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 222.335 | 12,69 | 33.124 | 15,31 | ||||
| 2026-02-17 | 13F | Guardian Wealth Advisors, Llc / Nc | 1.528 | -1,29 | 228 | 0,89 | ||||
| 2026-02-13 | 13F | Veridan Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Tableaux Llc | 3.235 | -50,00 | 482 | -48,94 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 225.333 | -2,09 | 33.570 | 0,18 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 5.159.275 | 0,15 | 768.629 | 2,48 | ||||
| 2026-02-06 | 13F | Signature Estate & Investment Advisors Llc | 2.745 | 18,17 | 409 | 20,71 | ||||
| 2026-02-06 | 13F | Planning Alternatives Ltd /adv | 35.770 | 9,92 | 5.329 | 12,50 | ||||
| 2026-02-13 | 13F | Squarepoint Ops LLC | 2.402 | 13,09 | 358 | 15,53 | ||||
| 2026-02-04 | 13F | Advisor OS, LLC | 1.418 | 211 | ||||||
| 2026-01-28 | 13F | Morton Brown Family Wealth, LLC | 7.662 | -3,53 | 1.141 | -1,30 | ||||
| 2026-02-05 | 13F | Navalign, LLC | 1.079 | 161 | ||||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 588 | 0,00 | 88 | 2,35 | ||||
| 2026-02-10 | 13F | Sentinus, LLC | 5.009 | 2,58 | 746 | 5,07 | ||||
| 2026-01-13 | 13F | Mather Group, Llc. | 3.077 | 0,13 | 458 | 2,46 | ||||
| 2026-01-12 | 13F | Heritage Family Offices, LLP | 3.475 | -22,93 | 518 | -21,19 | ||||
| 2026-01-26 | 13F | XY Planning Network, Inc. | 6.340 | 5,90 | 945 | 16,54 | ||||
| 2026-01-28 | 13F | APS Management Group, Inc. | 4.772 | 0,17 | 711 | 2,60 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 62 | 0,00 | 9 | 0,00 | ||||
| 2025-10-31 | 13F | Mendel Capital Management LLC | 13.976 | 0,03 | 2.035 | 7,62 | ||||
| 2026-01-15 | 13F | Trust Co | 189 | 0,00 | 28 | 3,70 | ||||
| 2026-01-29 | 13F | Quadcap Wealth Management, LLC | 1.992 | 0,00 | 297 | 2,07 | ||||
| 2026-01-23 | 13F | DHJJ Financial Advisors, Ltd. | 365 | 0,00 | 54 | 1,89 | ||||
| 2026-02-03 | 13F | Pearl Planning LLC | 1.732 | 258 | ||||||
| 2026-01-13 | 13F | FC Advisory LLC | 4.636 | 0,56 | 691 | 2,83 | ||||
| 2026-02-03 | 13F | CGC Financial Services, LLC | 2.421 | 0,00 | 361 | 2,27 | ||||
| 2026-02-04 | 13F | Midwest Heritage Bank, FSB | 7.306 | -9,30 | 1.088 | -7,17 | ||||
| 2026-02-20 | 13F | Talisman Wealth Advisors LLC | 5.698 | 20,72 | 852 | 23,87 | ||||
| 2026-01-20 | 13F | Signaturefd, Llc | 4.384 | 2,17 | 653 | 4,65 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 3.063 | -17,73 | 456 | -15,87 | ||||
| 2026-02-06 | 13F | Covestor Ltd | 6 | -25,00 | 0 | |||||
| 2026-01-30 | 13F | Citizens Financial Group Inc/ri | 2.799 | -2,71 | 417 | -0,48 | ||||
| 2026-01-14 | 13F | Jfs Wealth Advisors, Llc | 1.487 | -0,54 | 222 | 1,84 | ||||
| 2026-01-29 | 13F | Kickstand Ventures, Llc. | 9.865 | -0,28 | 1.470 | 2,01 | ||||
| 2026-01-14 | 13F | Cypress Wealth Services, LLC | 57.940 | -0,97 | 8.632 | 1,33 | ||||
| 2026-01-07 | 13F | Sterling Manor Financial, LLC | 1.593 | -3,92 | 237 | -1,66 | ||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 11.713 | 0,45 | 1.745 | 2,83 | ||||
| 2026-01-14 | 13F | Waldron Private Wealth LLC | 2.623 | 0,00 | 391 | 2,36 | ||||
| 2026-02-12 | 13F | Callan Family Office, LLC | 1.969 | -1,01 | 293 | 1,38 | ||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 3.809 | 567 | ||||||
| 2026-02-09 | 13F | M3 Wealth Management, LLC | 2.278 | 339 | ||||||
| 2026-02-11 | 13F | GFS Advisors, LLC | 13.500 | 2.011 | ||||||
| 2026-01-05 | 13F | Rosenberg Matthew Hamilton | 4.607 | -41,51 | 686 | -40,14 | ||||
| 2026-01-30 | 13F | United Community Bank | 66 | 0,00 | 10 | 0,00 | ||||
| 2026-02-11 | 13F | Hughes Financial Services, LLC | 6.590 | -4,30 | 982 | -4,57 | ||||
| 2026-02-12 | 13F | Blue Edge Capital, LLC | 91.302 | -4,49 | 13.602 | -2,27 | ||||
| 2026-01-21 | 13F | Walkner Condon Financial Advisors LLC | 6.083 | 0,43 | 906 | 2,84 | ||||
| 2026-01-05 | 13F | Horizons Wealth Management | 1.991 | 0,00 | 297 | 2,42 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 22.745 | 94,85 | 3 | 200,00 | ||||
| 2026-01-28 | 13F | Villere St Denis J & Co Llc | 3.000 | 0,00 | 447 | 2,29 | ||||
| 2026-02-11 | 13F | Nemes Rush Group LLC | 1.694 | -0,24 | 252 | 2,02 | ||||
| 2026-01-22 | 13F | TSA Wealth Managment LLC | 7.052 | 0,00 | 1.051 | 2,34 | ||||
| 2026-01-26 | 13F | Capitol Family Office, Inc. | 41 | -2,38 | 6 | 0,00 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 46.453 | 892,16 | 6.921 | 916,15 | ||||
| 2026-01-23 | 13F | Charter Oak Capital Management, LLC | 11.108 | 0,01 | 1.655 | 2,29 | ||||
| 2026-02-05 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Ipsen Advisor Group LLC | 11.749 | -13,18 | 1.750 | -11,17 | ||||
| 2025-11-14 | 13F | Green Harvest Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Nbt Bank N A /ny | 749 | 0,40 | 1.168 | -2,83 | ||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 3.795 | 0,24 | 565 | 2,54 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 275.687 | -2,18 | 41.072 | 0,09 | ||||
| 2026-02-03 | 13F | Manning & Napier Advisors Llc | 6.995 | -9,74 | 1.042 | -7,62 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 55.981 | -2,89 | 8.340 | -0,63 | ||||
| 2026-01-29 | 13F | Live Oak Investment Partners | 6.848 | 20,61 | 1.020 | 23,49 | ||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 257 | 0,00 | 38 | 2,70 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 151 | -6,21 | 23 | -4,35 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 4.600 | 1,21 | 685 | 3,63 | ||||
| 2026-01-20 | 13F | Tritonpoint Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Prosperity Consulting Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | National Asset Management, Inc. | 4.801 | -0,06 | 715 | 2,29 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 25.113 | -11,26 | 3.741 | -9,20 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 40.573 | -6,69 | 6.044 | -4,52 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 182.808 | 122,86 | 27.235 | 128,03 | ||||
| 2026-01-21 | 13F | Stock Yards Bank & Trust Co | 3.192 | 0,00 | 476 | 2,37 | ||||
| 2026-02-10 | 13F | Essex Financial Services, Inc. | 2.781 | 2,96 | 414 | 5,34 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 2.076 | -2,12 | 309 | 0,32 | ||||
| 2026-02-13 | 13F | Centerpoint Advisors, LLC | 484 | 10,76 | 0 | |||||
| 2026-02-17 | 13F | XTX Topco Ltd | 2.397 | 357 | ||||||
| 2026-01-29 | 13F | Compass Ion Advisors, LLC | 9.250 | 0,00 | 1.378 | 2,38 | ||||
| 2026-01-21 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 2.439 | 363 | ||||||
| 2026-01-08 | 13F | Cooper Financial Group | 1.769 | -1,34 | 264 | 0,77 | ||||
| 2026-02-17 | 13F | Evolve Private Wealth, Llc | 4.961 | 739 | ||||||
| 2025-11-14 | 13F | WNY Asset Management, LLC | 10.954 | 16,99 | 1.595 | 25,91 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 101 | 9,78 | 15 | 15,38 | ||||
| 2026-01-26 | 13F | West Wealth Group, LLC | 10.122 | 0,04 | 1.508 | 2,59 | ||||
| 2025-10-29 | 13F | Tradewinds, LLC. | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Independent Advisor Alliance | 4.446 | 0,00 | 662 | 2,32 | ||||
| 2025-11-10 | 13F | Curtis Advisory Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Elevation Wealth Management LLC | 2.462 | 367 | ||||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 2.832 | -80,78 | 422 | -80,37 | ||||
| 2026-02-13 | 13F | Journey Strategic Wealth Llc | 19.783 | -19,12 | 2.947 | -17,24 | ||||
| 2026-01-27 | 13F | Fortis Capital Advisors, LLC | 1.342 | 200 | ||||||
| 2026-02-12 | 13F | Absolute Capital Management, LLC | 1.595 | 238 | ||||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 460 | 12,47 | 70 | 15,00 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 182.511 | 0,02 | 27.190 | 2,35 | ||||
| 2026-01-08 | 13F | Sound View Wealth Advisors Group, LLC | 2.270 | 0,00 | 338 | 2,42 | ||||
| 2026-01-20 | 13F | Aspiriant, Llc | 5.146 | 1,26 | 767 | 3,65 | ||||
| 2026-02-10 | 13F | Moment Partners, LLC | 24.948 | 7,73 | 3.717 | 10,23 | ||||
| 2026-02-09 | 13F | White Lighthouse Investment Management Inc. | 17.143 | -1,07 | 2.554 | 1,23 | ||||
| 2026-02-13 | 13F | Gould Asset Management Llc /ca/ | 10.456 | -7,52 | 1.558 | -5,41 | ||||
| 2026-02-06 | 13F | Orin Green Financial, LLC | 7.978 | 0,00 | 1.189 | 2,33 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 124.142 | -5,81 | 18.639 | -2,87 | ||||
| 2026-02-06 | 13F | BOK Financial Private Wealth, Inc. | 849 | 0,00 | 126 | 2,44 | ||||
| 2025-11-14 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 1.853 | -11,55 | 276 | -9,51 | ||||
| 2025-11-06 | 13F | Wealthstream Advisors, Inc. | 2.944 | 0,00 | 429 | 7,54 | ||||
| 2026-02-11 | 13F | Ameraudi Asset Management, Inc. | 6.022 | 0,00 | 897 | 2,40 | ||||
| 2025-11-04 | 13F | Twin City Private Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Garde Capital, Inc. | 22.023 | 1,19 | 3.281 | 3,54 | ||||
| 2025-11-10 | 13F | Lion Street Advisors, LLC | 4.785 | 504 | ||||||
| 2026-02-13 | 13F | Wealth Alliance | 8.542 | -7,52 | 1.273 | -5,36 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 11.889 | 16,68 | 2 | 0,00 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Pettinga Financial Advisors, LLC | 2.389 | 0,00 | 356 | 2,31 | ||||
| 2025-11-10 | 13F | D'Orazio & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Holistic Planning, LLC | 1.674 | 249 | ||||||
| 2026-01-23 | 13F | Creative Capital Management Investments LLC | 154 | 0,00 | 23 | 0,00 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 4.686 | 37,99 | 698 | 41,30 | ||||
| 2025-11-07 | 13F | Financial Advisors, LLC | 56.392 | 0,56 | 8.211 | 8,21 | ||||
| 2026-01-08 | 13F | Asempa Wealth Advisors | 4.649 | 693 | ||||||
| 2026-01-08 | 13F | Fermata Advisors, LLC | 1.862 | 277 | ||||||
| 2026-01-15 | 13F | Cherry Creek Investment Advisors, Inc. | 1.488 | -6,30 | 222 | -4,33 | ||||
| 2026-01-16 | 13F | M3 Advisory Group, LLC | 1.697 | 0,06 | 253 | 2,44 | ||||
| 2026-01-14 | 13F | Spire Wealth Management | 5.218 | 0,02 | 777 | 2,37 | ||||
| 2025-10-28 | 13F | Copperleaf Capital, LLC | 4.650 | 18,38 | 677 | 27,50 | ||||
| 2026-01-26 | 13F | PDS Planning, Inc | 3.134 | 7,04 | 467 | 9,39 | ||||
| 2026-01-29 | 13F | Atlas Legacy Advisors, LLC | 47.143 | 5,66 | 7.022 | 8,10 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 1.859 | -30,43 | 277 | -29,05 | ||||
| 2026-02-03 | 13F | Fire Capital Management LLC | 1.519 | 226 | ||||||
| 2026-02-05 | 13F | Atria Investments Llc | 6.592 | -5,21 | 982 | -2,96 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 19.250 | -0,72 | 2.868 | 1,56 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 53.292 | -4,46 | 7.940 | -2,24 | ||||
| 2026-01-15 | 13F | Bernard Wealth Management Corp. | 140 | 0,00 | 21 | 0,00 | ||||
| 2026-02-03 | 13F | Farmers & Merchants Investments Inc | 885 | 0,00 | 132 | 2,34 | ||||
| 2025-11-12 | 13F | Accredited Wealth Management, LLC | 554 | -35,95 | 126 | 6,84 | ||||
| 2026-01-22 | 13F | Maseco Llp | 1 | 0,00 | 0 | |||||
| 2026-01-23 | 13F | Keener Financial Planning LLC | 6.838 | 29,98 | 1 | |||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 1.294 | 0,00 | 193 | 2,13 | ||||
| 2025-11-14 | 13F | Imprint Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Gallacher Capital Management LLC | 1.866 | 0,00 | 278 | 2,21 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 25.526 | 6,86 | 3.803 | 9,32 | ||||
| 2026-01-26 | 13F | Patriot Financial Group Insurance Agency, LLC | 5.800 | 3,20 | 864 | 5,62 | ||||
| 2026-01-08 | 13F | Traveka Wealth, LLC | 2.763 | -41,42 | 412 | -40,09 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 14.506 | 2.161 | ||||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 5.370 | -0,76 | 800 | 1,65 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Wedbush Securities Inc | 23.206 | -0,54 | 3 | 0,00 | ||||
| 2026-02-12 | 13F | Front Row Advisors LLC | 5.790 | 0,00 | 863 | 2,25 | ||||
| 2026-01-27 | 13F | Horst & Graben Wealth Management LLC | 33.722 | -0,49 | 4.992 | 1,20 | ||||
| 2026-01-29 | 13F | St Germain D J Co Inc | 29 | 0,00 | 4 | 0,00 | ||||
| 2026-02-04 | 13F | Prosperitas Financial LLC | 2.786 | 18,65 | 415 | 21,70 | ||||
| 2026-02-10 | 13F | Pecaut & Co. | 1.960 | 32,61 | 292 | 35,81 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 12.832 | -2,13 | 1.912 | 0,16 | ||||
| 2026-02-09 | 13F | Goodwin Investment Advisory | 30.772 | -5,01 | 4.584 | -2,80 | ||||
| 2026-01-23 | 13F | Peak Financial Management, Inc. | 3.682 | -1,92 | 549 | 0,37 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 2.596 | 0,00 | 387 | 2,39 | ||||
| 2026-01-30 | 13F | Wealthfront Advisers Llc | 2.591.308 | 3,62 | 386.053 | 6,02 | ||||
| 2026-02-13 | 13F | Fiduciary Trust Co | 678.480 | 2,06 | 101.080 | 4,43 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 1.816 | 271 | ||||||
| 2026-02-10 | 13F | Eq Llc | 4.173 | 25,05 | 622 | 28,04 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 43 | 0,00 | 0 | |||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 28.110 | -8,08 | 4.189 | -5,93 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1.867 | -16,91 | 278 | -14,98 | ||||
| 2026-01-14 | 13F | Lantz Financial LLC | 3.740 | -3,33 | 557 | -1,07 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 55.277 | -12,29 | 8.235 | -10,25 | ||||
| 2026-02-17 | 13F | Redwood Investment Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 164.684 | 1.064,26 | 24.535 | 1.091,55 | ||||
| 2026-01-20 | 13F | Sovran Advisors, LLC | 7.978 | -2,61 | 1.204 | -1,31 | ||||
| 2026-01-14 | 13F | Weil Company, Inc. | 22.828 | 6,15 | 3.401 | 8,59 | ||||
| 2026-01-21 | 13F | SC&H Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Curtis Wealth Management Llc | 3.498 | 529 | ||||||
| 2026-01-28 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 837 | 0,00 | 127 | 2,44 | ||||
| 2026-02-06 | 13F | Midwest Financial Partners Investments, Inc. | 40.165 | 5.984 | ||||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 36.870 | 1,02 | 5.493 | 3,35 | ||||
| 2026-01-26 | 13F | Tanager Wealth Management LLP | 3.298 | 0,00 | 491 | 2,29 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 58 | 0,00 | 9 | 0,00 | ||||
| 2026-01-16 | 13F | BridgePort Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-06 | 13F | Investors Research Corp | 1.418 | 5,58 | 211 | 8,21 | ||||
| 2026-01-29 | 13F | Nbc Securities, Inc. | 542 | 0,00 | 81 | 2,56 | ||||
| 2026-02-04 | 13F | Nwam Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-05 | 13F | Park Avenue Securities Llc | 205.942 | -7,62 | 31 | -6,25 | ||||
| 2026-01-12 | 13F | DAVENPORT & Co LLC | 13.251 | 0,26 | 1.974 | 2,60 | ||||
| 2025-11-12 | 13F | Palo Alto Wealth Advisors, Llc | 1.616 | 0,25 | 242 | 10,55 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 2.785 | 247,69 | 415 | 256,90 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 362.050 | 6,23 | 53.938 | 8,62 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Apollon Wealth Management, LLC | 15.997 | -0,12 | 2.383 | 2,19 | ||||
| 2026-01-09 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 11.228 | 252,64 | 1.711 | 269,55 | ||||
| 2026-02-04 | 13F | Bailard, Inc. | 3.127 | -3,16 | 466 | -1,06 | ||||
| 2026-02-02 | 13F | Estate Counselors, LLC | 3.700 | 0,00 | 551 | 2,42 | ||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 6.754 | 6,58 | 1.006 | 9,11 | ||||
| 2026-02-13 | 13F | Ally Invest Advisors Inc. | 335.335 | 0,42 | 49.958 | 2,75 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 10.288.654 | 4,16 | 1.532.804 | 6,58 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 3.335 | 7,96 | 497 | 10,47 | ||||
| 2026-01-23 | 13F | Patriot Investment Management Inc. | 1.575 | -4,60 | 235 | -2,50 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 510 | 0,00 | 76 | 1,35 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 277.685 | -4,81 | 41 | -2,38 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 982 | 0,00 | 146 | 2,82 | ||||
| 2026-02-02 | 13F | Pittenger & Anderson Inc | 9.281 | 18,29 | 1.383 | 21,02 | ||||
| 2026-02-17 | 13F | Clark Capital Management Group, Inc. | 1.475 | 0,00 | 220 | 2,34 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 187.363 | 0,08 | 27.913 | 2,40 | ||||
| 2026-01-23 | 13F | Brown, Lisle/cummings, Inc. | 209 | 0,00 | 31 | 3,33 | ||||
| 2025-11-14 | 13F | Eqis Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Wealth Architects, LLC | 65.846 | 11,77 | 9.810 | 14,36 | ||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Institute for Wealth Management, LLC. | 1.435 | -97,08 | 214 | -97,02 | ||||
| 2026-01-27 | 13F | Vision Capital Management, Inc. | 14.642 | 0,07 | 2.181 | 2,39 | ||||
| 2026-02-06 | 13F | Burling Wealth Partners, Llc | 2.200 | 0,00 | 328 | 2,19 | ||||
| 2026-02-17 | 13F | Nepc Llc | 13.905 | 0,00 | 2.072 | 2,32 | ||||
| 2026-02-03 | 13F | Ethic Inc. | 2.612 | 35,69 | 389 | 38,93 | ||||
| 2026-01-05 | 13F | GAMMA Investing LLC | 129 | -78,64 | 19 | -78,16 | ||||
| 2026-02-05 | 13F | GSB Wealth Management, LLC | 13.369 | -2,41 | 1.992 | -0,15 | ||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 13.914 | -2,56 | 2.073 | -0,34 | ||||
| 2026-02-17 | 13F | Regal Investment Advisors LLC | 15.921 | -9,87 | 2.372 | -7,78 | ||||
| 2026-01-12 | 13F | Client 1st Advisory Group, Llc | 86.496 | -8,40 | 12.886 | -6,27 | ||||
| 2026-01-07 | 13F | Procyon Private Wealth Partners, LLC | 2.148 | 320 | ||||||
| 2026-02-09 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 17.518 | -1,12 | 2.610 | 1,16 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 71.145 | -3,35 | 10.599 | -1,10 | ||||
| 2026-02-12 | 13F | Johnson Financial Group, Inc. | 292 | 0,00 | 44 | 2,38 | ||||
| 2026-02-10 | 13F | Jordan Park Group LLC | 24.093 | -5,19 | 3.589 | -3,00 | ||||
| 2026-01-23 | 13F | ABLE Financial Group, LLC | 2.804 | -1,13 | 418 | 1,21 | ||||
| 2025-10-28 | 13F | D. Scott Neal, Inc. | 2.889 | -4,24 | 421 | 2,94 | ||||
| 2026-02-02 | 13F | Balentine LLC | 871 | 0,00 | 130 | 2,38 | ||||
| 2026-02-13 | 13F | Retirement Capital Strategies | 7.467 | -1,35 | 1.112 | 0,91 | ||||
| 2026-02-10 | 13F | Yukon Wealth Management, Inc. | 42.178 | -11,68 | 6.283 | -9,64 | ||||
| 2026-01-21 | 13F | MBE Wealth Management, LLC | 4.472 | 5,32 | 666 | 7,77 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 132.786 | -0,58 | 19.783 | 4,13 | ||||
| 2026-03-03 | 13F | NWF Advisory Services Inc. | 3.300 | -1,99 | 492 | 0,20 | ||||
| 2026-02-05 | 13F | Atlas Private Wealth Advisors | 2.083 | -22,25 | 310 | -20,51 | ||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 6.270 | -1,51 | 934 | 0,86 | ||||
| 2026-02-04 | 13F | Pure Financial Advisors, Inc. | 15.229 | 5,67 | 2.269 | 8,10 | ||||
| 2026-02-11 | 13F | United Financial Planning Group LLC | 270 | 0,37 | 40 | 2,56 | ||||
| 2026-01-12 | 13F | Seacrest Wealth Management, Llc | 2.055 | 0,00 | 310 | 2,32 | ||||
| 2026-01-29 | 13F | BKM Wealth Management, LLC | 1.900 | 0,00 | 283 | 2,54 | ||||
| 2026-01-22 | 13F | Fiduciary Alliance LLC | 1.359 | 202 | ||||||
| 2026-01-15 | 13F | Fortitude Family Office, LLC | 247 | -43,99 | 37 | -43,75 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 3.868 | 0,10 | 576 | 2,49 | ||||
| 2026-02-05 | 13F | Sherman Asset Management, Inc. | 3.751 | 1,05 | 559 | 3,33 | ||||
| 2026-02-12 | 13F | Banco BTG Pactual S.A. | 13.051 | 1,56 | 1.944 | 3,96 | ||||
| 2026-02-18 | 13F | Andrews Advisory Associates, LLC | 3.160 | 471 | ||||||
| 2026-01-20 | 13F | JB Capital LLC | 8.463 | -8,84 | 1.261 | -6,74 | ||||
| 2026-02-11 | 13F | Vise Technologies, Inc. | 9.726 | 31,91 | 1.449 | 34,95 | ||||
| 2026-02-13 | 13F | TritonPoint Partners, LLC | 1.603 | 239 | ||||||
| 2026-01-28 | 13F | Trademark Financial Management, LLC | 2.290 | 0,00 | 341 | 2,40 | ||||
| 2026-01-27 | 13F | Evergreen Capital Management Llc | 2.991 | -1,64 | 446 | 0,68 | ||||
| 2026-01-30 | 13F | Catalytic Wealth RIA, LLC | 9.948 | 104,35 | 1.482 | 109,32 | ||||
| 2026-01-14 | 13F | Clarius Group, LLC | 168.201 | -1,15 | 25.059 | 1,14 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 39.616 | -1,58 | 5.902 | -0,22 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 3.997 | -0,65 | 595 | 1,71 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 3.089 | 450 | ||||||
| 2026-01-15 | 13F | Polaris Investment Advisors, LLC | 2.499 | 372 | ||||||
| 2026-01-12 | 13F | Shotwell Rutter Baer Inc | 5.397 | -1,24 | 813 | 1,00 | ||||
| 2026-02-05 | 13F | TrueWealth Financial Partners | 25.546 | 3.806 | ||||||
| 2026-02-02 | 13F | Miracle Mile Advisors, LLC | 313.048 | 5,86 | 46.638 | 8,31 | ||||
| 2026-01-20 | 13F | Jackson Wealth Management, LLC | 1.359 | 202 | ||||||
| 2026-01-07 | 13F | Harbor Investment Advisory, Llc | 527 | 0,00 | 79 | 2,63 | ||||
| 2026-01-29 | 13F | Higgins & Schmidt Wealth Strategies LLC | 17.445 | 37,30 | 2.599 | 40,51 | ||||
| 2026-02-10 | 13F | North Berkeley Wealth Management, LLC | 3.845 | 0,00 | 573 | 2,33 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 12.547 | 3,92 | 1.869 | 6,37 | ||||
| 2026-02-13 | 13F | Becker Capital Management Inc | 5.489 | 818 | ||||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 2.309 | 0,00 | 344 | 2,08 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 15.051 | 7,75 | 2.242 | 10,28 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 306.448 | -0,98 | 45.655 | 1,32 | ||||
| 2026-01-27 | 13F | First Horizon Corp | 19.058 | -3,58 | 2.839 | -1,32 | ||||
| 2026-02-09 | 13F | Valtinson Bruner Financial Planning LLC | 2.901 | -21,17 | 432 | -19,25 | ||||
| 2026-02-06 | 13F | Van Hulzen Asset Management, LLC | 89.903 | 2,34 | 13.394 | 4,71 | ||||
| 2026-02-17 | 13F | Wit, Llc | 12.474 | 1.858 | ||||||
| 2026-02-06 | 13F | Summit Wealth Group, LLC | 41.466 | -1,61 | 6.178 | 0,67 | ||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 19.377 | -0,26 | 2.887 | 2,05 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 28.625 | -3,75 | 4.265 | -1,50 | ||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 174.141 | -0,47 | 25.944 | 1,84 | ||||
| 2026-01-05 | 13F | Garrett Investment Advisors LLC | 18.277 | -5,01 | 2.723 | -2,82 | ||||
| 2026-02-11 | 13F | FLC Capital Advisors | 24.073 | -0,82 | 3.586 | 1,50 | ||||
| 2025-10-24 | 13F | Members Capital Advisors Inc | 24.582 | 372,28 | 3.579 | 408,38 | ||||
| 2026-01-12 | 13F | Farrell Financial LLC | 5.684 | -0,07 | 847 | 2,17 | ||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 272 | -49,91 | 40 | -48,72 | ||||
| 2026-02-03 | 13F | Channel Wealth Llc | 2.053 | 21,91 | 306 | 24,49 | ||||
| 2026-02-05 | 13F | Elyxium Wealth, LLC | 168 | 25 | ||||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 38.912 | 0,07 | 5.797 | 2,40 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 48 | 7 | ||||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 422 | 0,00 | 61 | 7,02 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 14.651 | 60,61 | 2.183 | 64,31 | ||||
| 2026-01-21 | 13F | Seascape Capital Management | 1.848 | 0,00 | 0 | |||||
| 2025-10-17 | 13F | Enzi Wealth | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Brewster Financial Planning LLC | 4.743 | -1,23 | 707 | 1,00 | ||||
| 2026-01-20 | 13F | Semitam Bonam Llc | 2.409 | -5,31 | 359 | -3,24 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 6.617 | -1,56 | 986 | 0,72 | ||||
| 2026-02-13 | 13F | Fort Point Capital Partners LLC | 2.780 | 2,85 | 420 | 6,62 | ||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 52.706 | 18,02 | 7.852 | 20,76 | ||||
| 2026-02-17 | 13F | Legacy Wealth Partners, LLC | 3.435 | 512 | ||||||
| 2026-01-29 | 13F | Sentinel Trust Co Lba | 7.410 | -1,70 | 1 | 0,00 | ||||
| 2026-01-15 | 13F | Alpine Bank Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 19.729 | -2,67 | 2.939 | -0,41 | ||||
| 2026-01-26 | 13F | Nations Financial Group Inc, /ia/ /adv | 2.317 | 44,54 | 345 | 48,07 | ||||
| 2026-01-12 | 13F | Pioneer Wealth Management Group | 18.993 | 5,47 | 2.830 | 7,94 | ||||
| 2025-11-05 | 13F | Sensible Financial Planning & Management, LLC. | 20.227 | 9,97 | 2.945 | 18,37 | ||||
| 2026-02-13 | 13F | Commerce Bank | 3.645 | -1,35 | 543 | 1,12 | ||||
| 2026-01-26 | 13F | Single Point Partners, LLC | 2.863 | 3,73 | 427 | 6,23 | ||||
| 2026-02-13 | 13F | Bragg Financial Advisors, Inc | 1.518 | 2,02 | 226 | 4,63 | ||||
| 2026-01-21 | 13F | Finley Financial, LLC | 2.860 | 0,00 | 426 | 2,40 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 133 | 20 | ||||||
| 2026-02-12 | 13F | Empower Advisory Group, LLC | 761.908 | 11,65 | 113.509 | 14,25 | ||||
| 2026-02-27 | 13F | Financially in Tune, LLC | 1.550 | 231 | ||||||
| 2026-01-12 | 13F | Salem Investment Counselors Inc | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Oxinas Partners Wealth Management LLC | 2.304 | 0,09 | 343 | 2,39 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 4.015.236 | -2,73 | 598.190 | -0,48 | ||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 41.889 | -74,70 | 6.241 | -74,12 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 66.380 | 9,83 | 9.889 | 12,39 | ||||
| 2026-02-05 | 13F | Plancorp, LLC | 73.059 | -5,01 | 10.884 | -2,80 | ||||
| 2026-02-17 | 13F | Capasso Planning Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Apella Capital, LLC | 79.606 | -6,01 | 11.860 | -3,09 | ||||
| 2026-02-12 | 13F | Foster Dykema Cabot & Partners, Llc | 1.740 | 0,00 | 259 | 2,37 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 19.815 | 415,61 | 2.952 | 428,09 | ||||
| 2026-01-20 | 13F | Relyea Zuckerberg Hanson LLC | 78.217 | 0,94 | 11.653 | 3,29 | ||||
| 2026-01-30 | 13F | Financial Services Advisory Inc | 1.976 | -19,15 | 294 | -17,18 | ||||
| 2026-01-15 | 13F | RCS Financial Planning, LLC | 10.768 | 34,00 | 1.604 | 37,21 | ||||
| 2026-01-27 | 13F | RTD Financial Advisors, Inc. | 9.850 | -0,25 | 1.467 | 2,09 | ||||
| 2026-01-21 | 13F | OLIO Financial Planning | 10.084 | 18,19 | 1.502 | 20,93 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 4.899 | 0,27 | 730 | 2,53 | ||||
| 2026-02-09 | 13F | Arq Wealth Advisors, Llc | 1.776 | 0,00 | 265 | 2,33 | ||||
| 2026-02-11 | 13F | Endeavor Private Wealth, Inc. | 1.963 | -44,38 | 292 | -43,08 | ||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 28.243 | 6,18 | 4.208 | 8,65 | ||||
| 2026-02-17 | 13F | Scarborough Advisors, LLC | 1.711 | 0,77 | 255 | 2,83 | ||||
| 2026-01-28 | 13F | HB Wealth Management, LLC | 23.676 | -6,08 | 3.527 | -3,90 | ||||
| 2026-01-21 | 13F | Erickson Financial Group, LLC | 133.776 | 1,20 | 19.930 | 3,54 | ||||
| 2026-02-17 | 13F | One Wealth Capital Management, Llc | 6.852 | -19,12 | 1.021 | -17,27 | ||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 210.381 | -0,17 | 31.814 | 3,20 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-01-09 | 13F | Capital Asset Advisory Services LLC | 4.778 | 30,26 | 723 | 35,46 | ||||
| 2026-02-02 | 13F | Madrid Wealth Management, LLC | 15.562 | 2.318 | ||||||
| 2026-01-13 | 13F | Ferguson Wellman Capital Management, Inc | 60.289 | 4,80 | 8.982 | 7,24 | ||||
| 2026-01-28 | 13F | Financial Perspectives, Inc | 954 | 0,00 | 142 | 2,90 | ||||
| 2026-02-04 | 13F | Life Line Wealth Management Llc | 2.964 | -3,36 | 442 | -1,12 | ||||
| 2026-02-04 | 13F | Pandora Wealth, Inc. | 26 | 0,00 | 4 | 0,00 | ||||
| 2026-01-27 | 13F | Proffitt & Goodson Inc | 183 | 0,00 | 27 | 3,85 | ||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 9.887 | 4,01 | 1.473 | 6,43 | ||||
| 2026-01-22 | 13F | Brookwood Investment Group LLC | 8.359 | 6,61 | 1.245 | 9,11 | ||||
| 2026-02-09 | 13F | Morris Financial Concepts, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Change Path, LLC | 25.921 | 2,02 | 3.862 | 4,38 | ||||
| 2026-01-27 | 13F | MontVue Capital Management, Inc. | 1.819 | -44,46 | 271 | -43,28 | ||||
| 2026-01-21 | 13F | Future Financial Wealth Managment LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Mesirow Financial Investment Management, Inc. | 0 | -100,00 | 0 |

