Grundlæggende statistik
| Institutionelle ejere | 254 total, 254 long only, 0 short only, 0 long/short - change of 32,98% MRQ |
| Gennemsnitlig porteføljeallokering | 0.1938 % - change of 9,08% MRQ |
| Institutionelle aktier (lange) | 11.969.696 (ex 13D/G) - change of 3,96MM shares 49,45% MRQ |
| Institutionel værdi (lang) | $ 1.015.682 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares U.S. Fixed Income Balanced Risk Systematic ETF (US:FIBR) har 254 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 11,969,696 aktier. Største aktionærer omfatter Envestnet Asset Management Inc, LPL Financial LLC, Alpine Bank Wealth Management, Jpmorgan Chase & Co, BlackRock, Inc., Bank Of America Corp /de/, Cetera Investment Advisers, Morgan Stanley, Janney Montgomery Scott LLC, and Envestnet Portfolio Solutions, Inc. .
iShares Trust - iShares U.S. Fixed Income Balanced Risk Systematic ETF (BATS:FIBR) 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 August 29, 2025 is 89,30 / share. Previously, on June 4, 2025, the share price was 87,70 / share. This represents an increase of 1,82% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-22 | 13F | Detalus Advisors, LLC | 7.379 | 9,03 | 657 | 8,07 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 14.454 | 7,27 | 1.286 | 6,37 | ||||
| 2026-04-24 | 13F | Midwest Capital Advisors, LLC | 25.098 | 11,82 | 2.234 | 10,87 | ||||
| 2026-05-04 | 13F | One Wealth Capital Management, Llc | 2.669 | 11,30 | 238 | 10,23 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 9.412 | -69,07 | 838 | -69,35 | ||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 3.514 | 313 | ||||||
| 2026-04-16 | 13F | True Vision MN LLC | 11.959 | 20,22 | 1.064 | 19,28 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 12.597 | 157,77 | 1.121 | 155,94 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 3.369 | 37,74 | 300 | 36,53 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 2 | 0 | ||||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 1.176 | -37,97 | 0 | |||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 18.334 | 141,84 | 1.646 | 141,91 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 20.171 | 9,71 | 1.795 | 8,79 | ||||
| 2026-05-01 | 13F | TSA Wealth Managment LLC | 24.145 | -11,94 | 2.149 | -12,72 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 28 | -62,16 | 2 | -66,67 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | JB Capital LLC | 8.258 | 2,53 | 735 | 1,80 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 842 | 75 | ||||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 8.551 | 7,05 | 761 | 6,14 | ||||
| 2026-04-08 | 13F | KWB Wealth | 3.230 | -6,05 | 290 | -6,17 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 702 | 0,00 | 62 | 0,00 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 52.480 | 52,30 | 4.671 | 51,03 | ||||
| 2026-05-05 | 13F | BCGM Wealth Management, LLC | 8.082 | 11,45 | 719 | 10,62 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 1.135 | 0,27 | 0 | |||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 84.863 | 24,53 | 7.553 | 23,48 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 34.169 | 6,40 | 3.041 | 5,52 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 3.574 | 1,48 | 318 | 0,63 | ||||
| 2026-05-12 | 13F | Strategy Asset Managers Llc | 2.307 | 205 | ||||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 4.776 | 23,47 | 425 | 22,48 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 4.964 | 441 | ||||||
| 2026-04-17 | 13F | Visionary Horizons, LLC | 6.516 | 580 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 15.882 | 1.413 | ||||||
| 2026-04-24 | 13F | Bedminster, LLC | 3.481 | 4,32 | 310 | 3,34 | ||||
| 2026-05-14 | 13F | Redwood Investment Management, Llc | 2.297 | 0 | ||||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 47.082 | 4.190 | ||||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Key Capital Management, INC | 114 | 28,09 | 10 | 42,86 | ||||
| 2026-05-13 | 13F | ShoreHaven Wealth Partners, LLC | 3.214 | 0,63 | 286 | 0,00 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 679 | 0,44 | 60 | 0,00 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 741 | 325,86 | 66 | 333,33 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 7 | 1 | ||||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 42.829 | 20,19 | 3.812 | 19,17 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 5.634 | 99,36 | 501 | 98,02 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 8.848 | 3,23 | 787 | 2,34 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 3.788 | 17,46 | 337 | 16,61 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 140.969 | 1.761,96 | 12.546 | 1.747,72 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 49.209 | 5,33 | 4.380 | 4,44 | ||||
| 2026-04-24 | 13F | Swmg, Llc | 8.177 | 728 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 3.891 | 32,48 | 345 | 30,68 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 162.463 | 10,13 | 14.459 | 9,20 | ||||
| 2026-04-28 | 13F/A | FLP Wealth Management, LLC | 2.825 | 251 | ||||||
| 2026-05-11 | 13F | West Wealth Group, LLC | 6.519 | 580 | ||||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 809 | -55,89 | 72 | -56,71 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 33 | 3 | ||||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 13.662 | 6,58 | 1.216 | 5,65 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 13.529 | 0,56 | 1.204 | -0,25 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 3.526 | 314 | ||||||
| 2026-04-08 | 13F | McNaughton Wealth Management, LLC | 8.037 | 25,44 | 715 | 24,35 | ||||
| 2026-05-15 | 13F | Fmr Llc | 378 | 26,00 | 34 | 26,92 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 2.996 | -0,07 | 267 | -1,12 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 296.642 | 15,16 | 26.401 | 14,19 | ||||
| 2026-05-06 | 13F | Keystone Financial Services | 5.392 | 480 | ||||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 9.990 | 4,42 | 889 | 3,61 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 231.338 | 959,43 | 20.593 | 950,66 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 14.606 | -30,27 | 1.300 | -30,90 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 11.177 | 5,64 | 995 | 4,74 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 3.357 | 31,60 | 299 | 30,70 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 55.022 | 0,33 | 5 | 0,00 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 14.412 | -9,39 | 1.283 | -10,16 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 53.766 | 4.785 | ||||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 244 | 0,00 | 22 | 0,00 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 9.335 | 16,99 | 831 | 15,92 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 651 | 58 | ||||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 3.318 | 23,62 | 295 | 22,92 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 36.095 | 3.212 | ||||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 6.337 | 30,82 | 561 | 28,74 | ||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 3.222 | 22,05 | 287 | 21,61 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 17.490 | 1.565 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 11.026 | 990 | ||||||
| 2026-04-15 | 13F | Ffg Retirement Advisors Llc | 36.001 | 3.204 | ||||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 7.808 | -14,06 | 695 | -14,85 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 4.143 | 369 | ||||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 1.553 | 138 | ||||||
| 2026-04-16 | 13F | Lifelong Wealth Advisors, Inc. | 3.817 | 6,95 | 340 | 5,94 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 30.306 | 2.697 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 5.904 | 125,52 | 525 | 124,36 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 111.854 | 1,56 | 9.932 | 0,48 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 3.058 | -11,41 | 272 | -11,97 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 79.664 | 18,05 | 7.090 | 17,05 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 55.359 | 248,45 | 5 | 300,00 | ||||
| 2026-05-06 | 13F | Shared Vision Wealth Group LLC | 15.000 | 58,36 | 1.335 | 56,39 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 5.952 | 530 | ||||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 5.787 | 515 | ||||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 238.196 | -3,11 | 21.199 | -3,93 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 72.794 | 34,47 | 6.479 | 33,32 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 3.749 | -2,27 | 334 | -3,20 | ||||
| 2026-04-28 | 13F | Cobblestone Asset Management LLC | 7.379 | 6,36 | 657 | 5,47 | ||||
| 2026-05-07 | 13F | Fedenia Advisers LLC | 17.636 | 57,21 | 1.570 | 55,96 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 147.813 | 7,19 | 13.155 | 6,28 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 3.135 | 279 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 8.835 | 74,12 | 786 | 72,75 | ||||
| 2026-04-13 | 13F | ONE Advisory Partners, LLC | 8.126 | 13,02 | 723 | 12,09 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1.034.567 | 16,53 | 92.076 | 15,55 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 27.617 | 0,90 | 2.458 | 0,04 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 2.675 | 4,37 | 238 | 3,48 | ||||
| 2026-06-01 | 13F | Concorde Asset Management, LLC | 3.692 | 42,44 | 329 | 41,38 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 629.860 | 54,12 | 55.812 | 52,15 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 2.522 | 1,16 | 224 | 0,45 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 4.555 | 405 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 2.666 | 237 | ||||||
| 2026-05-05 | 13F | Sofi Wealth, Llc | 27.556 | 2.453 | ||||||
| 2026-05-13 | 13F | Invst, LLC | 6.742 | -8,98 | 600 | -9,64 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 14.360 | 8,69 | 1.278 | 7,76 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 116 | -40,51 | 10 | -41,18 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 1.144 | 102 | ||||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 4.673 | 68,28 | 416 | 66,67 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 727 | 12,71 | 65 | 12,28 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 65.402 | 11,31 | 5.821 | 10,35 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 21.040 | 22,25 | 1.873 | 21,24 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 9.189 | 818 | ||||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 2.910 | 259 | ||||||
| 2026-05-05 | 13F | Theory Financial Llc | 4.197 | 9,96 | 374 | 8,75 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 321 | -99,01 | 29 | -99,04 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 2.584.384 | 13,27 | 230.010 | 12,32 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 35.270 | 26,96 | 3.139 | 25,91 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 3.913 | -11,07 | 348 | -11,68 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 2.452 | 180,23 | 218 | 179,49 | ||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 974.400 | 86.722 | ||||||
| 2026-04-30 | 13F | Range Financial Group LLC | 9.539 | 16,77 | 849 | 15,69 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 9.084 | 8,76 | 807 | 7,60 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 10.263 | 0,14 | 913 | -0,65 | ||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 15.558 | 1.385 | ||||||
| 2026-04-27 | 13F | Actinver Wealth Management, Inc. | 16.698 | 260,73 | 1.486 | 258,07 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 106 | 0,00 | 9 | 0,00 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 6.897 | 37,88 | 612 | 36,38 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 35.523 | 14,96 | 3.162 | 13,99 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 6.300 | 11,88 | 561 | 10,89 | ||||
| 2026-04-28 | 13F | LGT Financial Advisors LLC | 729 | 424,46 | 65 | 433,33 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 15.852 | 22,77 | 1.411 | 20,29 | ||||
| 2026-05-05 | 13F | Beacon Bridge Wealth Partners, LLC | 29.609 | 2,87 | 2.635 | 2,01 | ||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 6.127 | 94,76 | 545 | 93,26 | ||||
| 2026-04-15 | 13F | Buttonwood Financial Group, LLC | 3.633 | 21,55 | 323 | 20,07 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 4.066 | 0 | ||||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 3.986 | 1,63 | 355 | 0,57 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 299 | 27 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 462.003 | 85,01 | 41.118 | 83,45 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 132.978 | 1,41 | 12 | 0,00 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 13.524 | 5,47 | 1.204 | 4,61 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 462 | 4.100,00 | 41 | |||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 16.361 | 1.469 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 2.231 | 199 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 6.676 | -52,33 | 594 | -52,71 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 2.675 | -0,45 | 238 | -1,24 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 3.836 | 0,16 | 341 | -0,58 | ||||
| 2026-04-28 | 13F | Lansing Street Advisors | 21.802 | 117,56 | 1.940 | 115,80 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 16.850 | 1.500 | ||||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 91 | 0,00 | 8 | 0,00 | ||||
| 2026-05-05 | 13F | Frisch Financial Group, Inc. | 10.556 | 183,61 | 939 | 181,14 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 180.274 | 24,09 | 16.044 | 23,04 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 553.508 | 347,79 | 49.262 | 344,00 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 23 | 0,00 | 0 | |||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 30.894 | 24,10 | 2.750 | 23,05 | ||||
| 2026-04-15 | 13F | Braun-Bostich & Associates Inc. | 3.877 | 3,80 | 345 | 2,99 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 12.363 | 0,59 | 1.100 | -0,27 | ||||
| 2026-05-15 | 13F | Imprint Wealth LLC | 750 | 6,99 | 67 | 6,45 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 13.567 | 1.218 | ||||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 19.308 | 52,04 | 1.718 | 50,83 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 195.400 | 235,34 | 17.391 | 232,50 | ||||
| 2026-05-05 | 13F | UBS Group AG | 25 | 2 | ||||||
| 2026-04-21 | 13F | J.E. Simmons & Co., P.C. | 3.854 | 343 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 293.264 | 20,38 | 26.101 | 19,36 | ||||
| 2026-04-29 | 13F | Horst & Graben Wealth Management LLC | 23.906 | -7,78 | 2.130 | -8,43 | ||||
| 2026-04-10 | 13F | Cassilly Financial Group LLC | 9.319 | 4,99 | 829 | 4,15 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 6.409 | 17,38 | 570 | 16,33 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Core Wealth Advisors, Llc | 4.945 | 6,85 | 440 | 6,02 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 50.513 | 0,45 | 4.496 | -0,40 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 6.541 | -0,12 | 582 | -0,85 | ||||
| 2026-04-07 | 13F | Ethos Capital Management, Inc. | 17.212 | -13,54 | 1.532 | -14,28 | ||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 9.333 | -4,50 | 831 | -5,36 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 261 | 177,66 | 23 | 187,50 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 33.891 | 16,72 | 3.016 | 15,73 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 5.346 | 124,62 | 472 | 121,13 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 32 | -64,44 | 3 | 0,00 | ||||
| 2026-05-08 | 13F | Curtis Wealth Management Llc | 10.384 | -44,69 | 924 | -45,39 | ||||
| 2026-05-15 | 13F | EFG International AG | 1.992 | 177 | ||||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 56.785 | 29,32 | 5.054 | 28,22 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 32 | 0,00 | 3 | 0,00 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 10 | 1 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1.603 | 482,91 | 143 | 491,67 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 9.827 | 66,39 | 872 | 64,34 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 18.228 | 10,11 | 1.622 | 9,23 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 7.263 | 14,85 | 646 | 13,93 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 59.551 | 1,14 | 5.300 | 0,30 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 7.230 | 643 | ||||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 61.519 | 9,01 | 5.460 | 7,78 | ||||
| 2026-05-07 | 13F | MA Private Wealth | 13.257 | 1.180 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 4.628 | 7,20 | 412 | 6,20 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 12.763 | 154,75 | 1.146 | |||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 10.342 | 12,05 | 918 | 10,75 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 101 | 0,00 | 9 | -11,11 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 108 | 184,21 | 10 | 200,00 | ||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 2.740 | 244 | ||||||
| 2026-05-05 | 13F | Mcmorgan & Co Llc | 144.296 | 12.842 | ||||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 379 | 34 | ||||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 1.172 | 28,09 | 104 | 26,83 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 55.847 | 574,07 | 4.970 | 568,91 | ||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 26.468 | 1,56 | 2.356 | 0,68 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 12.868 | 51,12 | 1.145 | 49,87 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 819 | 0,00 | 73 | -1,37 | ||||
| 2026-04-10 | 13F | Novem Group | 2.346 | 209 | ||||||
| 2026-01-14 | 13F | ORG Partners LLC | 132 | 12 | ||||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 3.176 | 283 | ||||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 1.228 | 109 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 10.531 | 19,83 | 937 | 18,91 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 1.646 | 0,00 | 146 | -0,68 | ||||
| 2026-05-20 | 13F | Cadia Private Client LLC | 4.126 | 36,80 | 367 | 35,93 | ||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 3.080 | 2,39 | 274 | 1,86 | ||||
| 2026-04-23 | 13F | Daviman Financial, LLC | 4.258 | -9,52 | 379 | -10,43 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 22 | 0,00 | 2 | 0,00 | ||||
| 2026-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 2.333 | 208 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 24.943 | 146,33 | 2.222 | 144,44 | ||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 28.302 | -8,92 | 2.519 | -9,72 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 12.006 | 35,77 | 1.069 | 34,68 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 10.001 | 41,66 | 890 | 40,60 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 14.391 | 1.281 | ||||||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 7.092 | 631 | ||||||
| 2026-04-17 | 13F | Watershed Private Wealth Llc | 3.246 | 289 | ||||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Cwm, Llc | 206.740 | 21,01 | 18.400 | 122.560,00 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 109.528 | 9.831 | ||||||
| 2026-05-01 | 13F | Avid Wealth Partners LLC | 2.912 | 0,00 | 259 | -0,77 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 84.595 | 7.529 | ||||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 8.944 | 796 | ||||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 702 | 210,62 | 62 | 210,00 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 782 | -0,89 | 69 | -2,82 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 6.033 | 40,53 | 538 | 39,74 | ||||
| 2026-04-17 | 13F | Swp Financial Llc | 26.291 | 6,77 | 2.340 | 5,84 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 5.947 | 529 | ||||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 14.070 | 1.252 | ||||||
| 2026-05-11 | 13F | Beto Financial Group, Llc | 2.876 | 255 | ||||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 2.298 | 205 | ||||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 7.942 | 707 | ||||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 12.518 | 5,95 | 1.114 | 5,09 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 3.602 | 16,42 | 321 | 15,52 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 763 | 68 | ||||||
| 2026-04-22 | 13F | Advocate Investing Services LLC | 39 | 3 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 26.906 | 400,30 | 2 | |||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 4.010 | 357 | ||||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 85 | 8 | ||||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 7.967 | 709 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 2.250 | 202 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 19.854 | 1.767 | ||||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 12.577 | -0,82 | 1.119 | -1,67 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 36.671 | 2,57 | 3.285 | 2,37 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 1.392 | 124 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 276.403 | 171,82 | 25 | 166,67 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 38.185 | 9,19 | 3.398 | 8,29 |
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