Grundlæggende statistik
| Institutionelle ejere | 404 total, 404 long only, 0 short only, 0 long/short - change of -0,49% MRQ |
| Gennemsnitlig porteføljeallokering | 0.6945 % - change of -5,72% MRQ |
| Institutionelle aktier (lange) | 79.170.059 (ex 13D/G) - change of 1,99MM shares 2,58% MRQ |
| Institutionel værdi (lang) | $ 4.624.009 USD ($1000) |
Institutionelt ejerskab og aktionærer
First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF (US:FTSM) har 404 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 79,170,059 aktier. Største aktionærer omfatter Morgan Stanley, LPL Financial LLC, Wells Fargo & Company/mn, Royal Bank Of Canada, UBS Group AG, Raymond James Financial Inc, Bank Of America Corp /de/, Csenge Advisory Group, Cetera Investment Advisers, and Stifel Financial Corp .
First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF (NasdaqGM:FTSM) 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 10, 2026 is 59,93 / share. Previously, on March 11, 2025, the share price was 59,91 / share. This represents an increase of 0,03% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
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Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-17 | 13F | Vines Capital Management, LLC | 8.596 | 515 | ||||||
| 2025-10-15 | 13F | DAVENPORT & Co LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 35.897 | -22,41 | 2.151 | -22,32 | ||||
| 2026-02-17 | 13F | Creative Planning | 14.354 | 0,02 | 860 | 0,12 | ||||
| 2026-02-05 | 13F | Proactive Wealth Strategies LLC | 66.975 | 0,48 | 4.014 | 0,50 | ||||
| 2026-02-12 | 13F | Brueske Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Maia Wealth LLC | 26.801 | -7,74 | 1.608 | -7,70 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Summit Financial Wealth Advisors, LLC | 320.988 | -3,94 | 19.237 | -3,94 | ||||
| 2026-02-05 | 13F | Park Square Financial Group, LLC | 19.067 | -31,55 | 1.140 | -31,71 | ||||
| 2026-02-11 | 13F | IMA Wealth, Inc. | 189 | -97,30 | 11 | -97,37 | ||||
| 2025-11-05 | 13F | Hantz Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | PMV Capital Advisers, LLC | 4.951 | 4,21 | 297 | 4,23 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 127.520 | 16,40 | 7.642 | 16,03 | ||||
| 2026-02-26 | 13F | TD Capital Management LLC | 133.418 | -11,37 | 7.996 | -11,34 | ||||
| 2026-01-26 | 13F | Independent Wealth Network Inc. | 4.729 | -17,27 | 283 | -17,25 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 62.002 | -0,96 | 3.716 | -0,93 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 1 | -92,31 | 0 | |||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 27 | 0,00 | 0 | |||||
| 2026-02-19 | 13F | Claris Financial LLC | 51.617 | 4,05 | 3.093 | 4,18 | ||||
| 2026-01-15 | 13F | White Wing Wealth Management | 15.242 | 117,56 | 913 | 117,90 | ||||
| 2026-02-04 | 13F | Opinicus Capital, Inc. | 36.638 | 39,61 | 2.196 | 39,63 | ||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 11.471 | 70,93 | 687 | 70,90 | ||||
| 2026-01-12 | 13F | Seacrest Wealth Management, Llc | 8.940 | -15,85 | 536 | -15,86 | ||||
| 2026-02-09 | 13F | Prospera Financial Services Inc | 305.634 | -12,09 | 18.323 | -12,07 | ||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 72.664 | 6,42 | 4.295 | 4,99 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 63.644 | 4,34 | 3.814 | 4,38 | ||||
| 2026-01-15 | 13F | Uncommon Cents Investing LLC | 22.065 | 0,07 | 1.322 | 0,08 | ||||
| 2026-02-10 | 13F | Kesler, Norman & Wride, LLC | 24.026 | 18,78 | 1.440 | 19,12 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 2.425 | 145 | ||||||
| 2026-02-03 | 13F | Redwood Wealth Management Group, LLC | 3.650 | -4,60 | 219 | -4,80 | ||||
| 2026-01-23 | 13F | Bellevue Asset Management, Llc | 70.339 | 17,80 | 4.215 | 17,84 | ||||
| 2026-01-05 | 13F | GAMMA Investing LLC | 66 | 0,00 | 4 | 0,00 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 9.567 | -81,30 | 573 | -81,31 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 1.788.850 | 0,51 | 107.206 | 0,55 | ||||
| 2026-01-23 | 13F | Financial Enhancement Group LLC | 298.619 | 56,66 | 17.929 | 56,86 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 973.212 | 9,88 | 58 | 9,43 | ||||
| 2026-01-22 | 13F | Apollon Wealth Management, LLC | 24.701 | -3,75 | 1.480 | -3,71 | ||||
| 2026-01-15 | 13F | Refined Wealth Management | 14.209 | -4,06 | 852 | -4,06 | ||||
| 2025-11-14 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | Harbor Investment Advisory, Llc | 145 | 0,00 | 9 | 0,00 | ||||
| 2026-01-14 | 13F | ORG Wealth Partners, LLC | 292 | 0,00 | 17 | 0,00 | ||||
| 2026-01-14 | 13F | Quad-Cities Investment Group, LLC | 31.375 | 12,79 | 1.880 | 12,85 | ||||
| 2026-01-16 | 13F | Cassia Capital Partners, LLC | 157.969 | -5,55 | 9.467 | -5,52 | ||||
| 2025-10-09 | 13F | Kessler Investment Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Neuberger Berman Group LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Duncker Streett & Co Inc | 500 | 0,00 | 30 | 0,00 | ||||
| 2026-02-11 | 13F | Symphony Financial, Ltd. Co. | 26.308 | 64,11 | 1.576 | 64,17 | ||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 114.734 | 46,49 | 6.876 | 46,55 | ||||
| 2026-02-10 | 13F | Evolution Wealth Management Inc. | 3.243 | -15,81 | 194 | -15,65 | ||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Pinnacle Financial Partners, Inc. | 106.772 | 6.400 | ||||||
| 2026-01-27 | 13F | Summit Wealth Partners, LLC | 56.197 | 9,50 | 3.368 | 9,53 | ||||
| 2026-02-03 | 13F | Wesbanco Bank Inc | 205.890 | 13,37 | 12.339 | 13,41 | ||||
| 2026-01-05 | 13F | City Center Advisors, LLC | 3.578 | -7,57 | 214 | -7,36 | ||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 173.636 | 4,78 | 10.406 | 4,83 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 30.695 | 1.840 | ||||||
| 2026-02-10 | 13F | Avestar Capital, LLC | 97.104 | 13,78 | 5.819 | 13,54 | ||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 48.753 | 1.113,06 | 2.922 | 1.117,08 | ||||
| 2026-02-04 | 13F | Naples Global Advisors, Llc | 26.862 | -5,42 | 1.610 | -5,69 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 2.357.154 | -2,83 | 141.264 | -2,80 | ||||
| 2026-01-07 | 13F | Sterling Manor Financial, LLC | 184.610 | 1,05 | 11.064 | 1,08 | ||||
| 2026-02-09 | 13F | SLT Holdings LLC | 13.237 | -7,23 | 793 | -7,14 | ||||
| 2025-10-29 | 13F | Tradewinds, LLC. | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Premier Path Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 144.481 | 12,87 | 8.659 | 12,90 | ||||
| 2026-01-15 | 13F | SILVER OAK SECURITIES, Inc | 26.707 | -2,25 | 1.600 | -2,20 | ||||
| 2026-02-13 | 13F | Tcfg Wealth Management, Llc | 6.109 | 0,00 | 366 | 0,27 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 616.144 | -0,68 | 36.926 | -0,65 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 138 | 0,00 | 8 | 0,00 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 31.255 | 106,18 | 1.873 | 106,28 | ||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 772 | 46 | ||||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 31.021 | 1.859 | ||||||
| 2026-02-10 | 13F | WCG Wealth Advisors LLC | 58.156 | 103,21 | 3.485 | 103,33 | ||||
| 2026-01-14 | 13F | EdgeRock Capital LLC | 122.322 | 4,81 | 7.331 | 4,83 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 10.741 | 7,38 | 644 | 7,35 | ||||
| 2025-11-06 | 13F | Abich Financial Wealth Management LLC | 166 | 10 | ||||||
| 2026-01-07 | 13F | Qp Wealth Management, Llc | 7.972 | 101,11 | 478 | 102,98 | ||||
| 2026-01-29 | 13F | Nbc Securities, Inc. | 19.266 | 0,07 | 1.155 | 0,09 | ||||
| 2026-01-07 | 13F | Wisconsin Wealth Advisors, LLC | 25.401 | 45,42 | 1.522 | 45,51 | ||||
| 2026-01-26 | 13F | Transcendent Capital Group LLC | 178.156 | 16,96 | 10.677 | 17,00 | ||||
| 2025-11-13 | 13F | GeoWealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 882.188 | 2,82 | 52.870 | 2,86 | ||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 45.668 | 2.737 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 41.945 | -14,49 | 2.514 | -14,47 | ||||
| 2026-01-23 | 13F | Nbt Bank N A /ny | 120 | 0,00 | 432 | 0,00 | ||||
| 2026-02-06 | 13F | Condor Capital Management | 26.670 | 0,00 | 1.598 | 0,06 | ||||
| 2026-02-10 | 13F | Moment Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 7.344 | -28,73 | 440 | -28,73 | ||||
| 2026-02-12 | 13F | Concorde Asset Management, LLC | 101.297 | -3,32 | 6.071 | -3,34 | ||||
| 2026-01-22 | 13F | Encompass Wealth Advisors, Llc | 3.340 | 0,00 | 200 | 0,00 | ||||
| 2026-01-15 | 13F | Cherry Creek Investment Advisors, Inc. | 5.682 | 18,70 | 341 | 18,88 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 189.864 | -6,43 | 11.379 | -6,40 | ||||
| 2026-02-11 | 13F | Fund Evaluation Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Edge Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Private Trust Co Na | 33.708 | 24,45 | 2.020 | 24,54 | ||||
| 2026-01-29 | 13F | Lee Danner & Bass Inc | 6.550 | 0,00 | 393 | 0,00 | ||||
| 2026-02-17 | 13F | Coppell Advisory Solutions LLC | 391.713 | -2,57 | 23.469 | -2,88 | ||||
| 2026-01-12 | 13F | Certified Advisory Corp | 6.842 | 0,44 | 410 | 0,49 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 161 | 10 | ||||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 3.208 | -31,73 | 192 | -31,67 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 450 | 0,00 | 27 | 0,00 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 8.487 | -21,20 | 1 | |||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Herold Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 8.654.489 | 11,27 | 518.664 | 11,31 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 2.981.955 | 1,18 | 178.708 | 1,22 | ||||
| 2026-02-10 | 13F | Tidemark, LLC | 5.453 | 0,22 | 327 | 0,31 | ||||
| 2026-02-17 | 13F | Hansen & Associates Financial Group, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-13 | 13F | Catalytic Wealth RIA, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | Synergy Financial Management, LLC | 56.298 | -62,67 | 3.374 | -62,65 | ||||
| 2026-01-05 | 13F | Park National Corp /oh/ | 343.126 | 7,53 | 20.564 | 7,57 | ||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 57.690 | -7,83 | 3.457 | -7,79 | ||||
| 2026-02-10 | 13F | Impact Partnership Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | G&S Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 316.815 | -12,38 | 18.987 | -12,36 | ||||
| 2026-02-04 | 13F | Fairway Financial, LLC | 101.845 | 3,80 | 6.104 | 3,83 | ||||
| 2026-02-04 | 13F | Strait & Sound Wealth Management LLC | 4.303 | 0,00 | 258 | 0,00 | ||||
| 2026-02-12 | 13F | Elevation Wealth Management LLC | 3.659 | 219 | ||||||
| 2026-01-27 | 13F | Friedenthal Financial | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-03 | 13F | American Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-06 | 13F | Sage Capital Advisors,llc | 12.825 | 1,02 | 769 | 1,05 | ||||
| 2026-01-15 | 13F | Brookstone Capital Management | 4.301 | -6,54 | 258 | -6,55 | ||||
| 2026-01-14 | 13F | Southland Equity Partners LLC | 3.841 | 1,88 | 230 | 2,22 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 31.456 | 1,11 | 1.885 | 1,18 | ||||
| 2026-01-16 | 13F | PFS Partners, LLC | 5.496 | 0,13 | 329 | 0,30 | ||||
| 2026-02-11 | 13F | Paragon Private Wealth Management, LLC | 3.646 | 0,00 | 219 | 0,00 | ||||
| 2026-01-23 | 13F | DHJJ Financial Advisors, Ltd. | 1.229 | -1,52 | 74 | -1,35 | ||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 12.411 | -4,74 | 744 | -4,74 | ||||
| 2026-01-22 | 13F | Brookwood Investment Group LLC | 5.637 | 31,49 | 338 | 31,64 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 6.440 | 7,66 | 386 | 7,54 | ||||
| 2026-02-04 | 13F | Tsfg, Llc | 639 | 1,43 | 0 | |||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 29.165 | -2,05 | 1.748 | -2,02 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 11.393 | -1,41 | 683 | -1,45 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 139.744 | -3,00 | 8.375 | -2,98 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 110.572 | 0,92 | 6.627 | 0,94 | ||||
| 2025-11-12 | 13F | Traction Financial Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 227.417 | -21,10 | 13.629 | -21,07 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 137.914 | 17,49 | 8.265 | 17,53 | ||||
| 2026-01-29 | 13F | Farmers & Merchants Trust Co of Long Beach | 12.116 | -1,82 | 726 | -1,76 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 23.737 | 72,42 | 1.423 | 72,57 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 290 | -41,77 | 17 | -41,38 | ||||
| 2026-01-26 | 13F | Shelton Wealth Management, Llc | 214.544 | -0,17 | 12.858 | -0,13 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 275.841 | 13,54 | 16.531 | 13,58 | ||||
| 2026-02-11 | 13F | Insight Advisors, LLC/ PA | 37.650 | -16,30 | 2.256 | -16,29 | ||||
| 2026-01-27 | 13F | Paul Damon & Associates, Inc. | 31.371 | -6,87 | 1.880 | -6,84 | ||||
| 2026-02-10 | 13F | Continuum Advisory, LLC | 21.448 | 38,97 | 1.285 | 39,07 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 219 | 0,00 | 0 | |||||
| 2026-01-28 | 13F | Key Client Fiduciary Advisors, LLC | 41.710 | 2,26 | 2.500 | 2,29 | ||||
| 2026-02-13 | 13F | Financial Network Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Coastwise Capital Group, LLC | 13.665 | -2,10 | 819 | -2,15 | ||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 338.878 | 24,04 | 20.329 | 23,96 | ||||
| 2026-02-12 | 13F | Manchester Financial Inc | 201.612 | -1,65 | 12.083 | -1,62 | ||||
| 2026-01-13 | 13F | Signal Advisors Wealth, LLC | 10.313 | -0,39 | 618 | -0,32 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 8.728 | -17,92 | 523 | -17,90 | ||||
| 2026-01-26 | 13F | San Luis Wealth Advisors LLC | 6.122 | 0,34 | 367 | 0,27 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 1.042 | 62 | ||||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 5.119 | -21,15 | 307 | -21,13 | ||||
| 2026-01-23 | 13F | Lunt Capital Management, Inc. | 6.803 | 0,00 | 408 | 0,00 | ||||
| 2026-02-02 | 13F | Oppenheimer & Co Inc | 154.894 | -41,14 | 9.283 | -41,13 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 249.451 | 80,80 | 14.950 | 80,87 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 1.235 | 0,57 | 74 | 0,00 | ||||
| 2026-01-21 | 13F | Cambridge Advisors Inc. | 21.199 | 13,39 | 1.270 | 13,39 | ||||
| 2026-01-22 | 13F | FSC Wealth Advisors, LLC | 99.879 | -49,86 | 5.986 | -49,85 | ||||
| 2026-02-03 | 13F | Luken Investment Analytics, LLC | 375.284 | 154,84 | 22.491 | 154,93 | ||||
| 2026-02-17 | 13F | RMB Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Castle Rock Wealth Management, LLC | 48.489 | -3,85 | 2.907 | -3,84 | ||||
| 2026-02-12 | 13F | Richmond Investment Services, LLC | 5.369 | -30,78 | 322 | -30,82 | ||||
| 2025-11-14 | 13F | Prelude Capital Management, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | A4 Wealth Advisors LLC | 5.267 | -38,12 | 316 | -38,11 | ||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 64.723 | 5,89 | 3.879 | 5,87 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 135.346 | 225,00 | 8.111 | 225,22 | ||||
| 2026-01-14 | 13F | Cottonwood Capital Advisors, Llc | 8.964 | 0,10 | 537 | 0,19 | ||||
| 2025-10-21 | 13F | Salomon & Ludwin, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Sovran Advisors, LLC | 7.923 | 10,13 | 475 | 9,95 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 7.615 | -15,04 | 456 | -14,93 | ||||
| 2026-02-10 | 13F | Moors & Cabot, Inc. | 10.718 | 119,68 | 642 | 119,86 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 1.081.199 | -7,96 | 64.801 | -7,98 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 56.557 | 210,65 | 3.389 | 210,92 | ||||
| 2025-11-06 | 13F | BlueChip Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-10-20 | 13F | Brendel Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Stratos Wealth Advisors, LLC | 98.995 | 5,70 | 5.933 | 5,74 | ||||
| 2026-01-21 | 13F | Sowell Financial Services LLC | 11.255 | 6,91 | 675 | 6,98 | ||||
| 2025-11-12 | 13F | Gentry Private Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Huntington National Bank | 20 | 0,00 | ||||||
| 2026-01-14 | 13F | Accurate Wealth Management, LLC | 28.785 | 1.727 | ||||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 483.385 | 6,45 | 28.969 | 6,48 | ||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | 3.850 | 0,00 | 231 | 0,00 | ||||
| 2026-01-20 | 13F | Stewardship Concepts Financial Services Llc | 56.574 | 3.390 | ||||||
| 2026-02-11 | 13F | Madden Advisory Services, Inc. | 12.298 | 4,14 | 737 | 4,24 | ||||
| 2026-01-20 | 13F | Sheets Smith Wealth Management | 4.000 | 0,00 | 240 | 0,00 | ||||
| 2025-11-14 | 13F | Bramshill Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Strid Group, LLC | 11.071 | -12,19 | 664 | -12,19 | ||||
| 2026-02-05 | 13F | IMG Wealth Management, Inc. | 24.656 | -58,46 | 1.478 | -58,45 | ||||
| 2025-10-27 | 13F | ZEGA Investments, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | Twin Peaks Wealth Advisors, LLC | 126.484 | 6,33 | 7.588 | 6,47 | ||||
| 2026-02-18 | 13F | Troutman Wealth Management, LLC | 6.410 | 384 | ||||||
| 2026-02-26 | 13F | BDFS Capital LLC | 1.056.077 | 63.291 | ||||||
| 2026-02-18 | 13F | Onyx Bridge Wealth Group LLC | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Crusonia Wealth Advisors LLC | 206.478 | 12.374 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 11.068 | 63,87 | 663 | 64,11 | ||||
| 2026-01-12 | 13F | Willner & Heller, Llc | 45.279 | 177,56 | 2.714 | 177,69 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 149.476 | 1,61 | 8.958 | 1,66 | ||||
| 2026-02-10 | 13F | Ascension Capital Advisors, Inc. | 4.696 | 0,00 | 281 | 0,00 | ||||
| 2026-02-06 | 13F | Insight Inv LLC | 700 | -40,43 | 42 | -41,43 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 143.612 | -1,03 | 8.607 | -1,00 | ||||
| 2026-02-05 | 13F | Rahlfs Capital, Llc | 7.850 | -0,96 | 470 | -0,84 | ||||
| 2026-01-20 | 13F | Wealth Management Associates, Inc. | 15.251 | -7,23 | 914 | -7,22 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 19.030 | -0,78 | 1.140 | -0,78 | ||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 127.405 | 17,73 | 7.635 | 17,77 | ||||
| 2026-01-14 | 13F | Crumly & Associates Inc. | 9.324 | 559 | ||||||
| 2026-01-15 | 13F | Jaffetilchin Investment Partners, LLC | 260.457 | 6,04 | 15.609 | 6,08 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 73.551 | 12,40 | 4.408 | 12,02 | ||||
| 2026-02-17 | 13F | Trustmark National Bank Trust Department | 60.393 | 5,80 | 3.619 | 5,85 | ||||
| 2026-02-10 | 13F | Weaver Consulting Group | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Second Line Capital, LLC | 233.841 | 94,06 | 14.014 | 93,46 | ||||
| 2026-02-11 | 13F | Mattson Financial Services, LLC | 11.768 | 8,35 | 705 | 8,46 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 16.035 | 6,75 | 961 | 6,79 | ||||
| 2025-10-17 | 13F | BankPlus Trust Department | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Kingdom Financial Group LLC. | 13 | 1 | ||||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Huntleigh Advisors, Inc. | 3.437 | 206 | ||||||
| 2026-01-15 | 13F | Guided Capital Wealth Management, LLC | 10.323 | -37,06 | 619 | -37,07 | ||||
| 2026-01-22 | 13F | Harwood Advisory Group, LLC | 14.676 | -1,69 | 880 | -1,68 | ||||
| 2026-01-28 | 13F | Morton Brown Family Wealth, LLC | 35 | 2 | ||||||
| 2026-02-02 | 13F | CX Institutional | 77 | -86,97 | 0 | |||||
| 2026-02-04 | 13F | Advisor OS, LLC | 3.668 | -53,80 | 220 | -53,89 | ||||
| 2026-02-17 | 13F | Guardian Wealth Advisors, Llc / Nc | 56.155 | 4,89 | 3.365 | 4,93 | ||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 915 | 0,00 | 55 | 0,00 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 1.178.643 | 6,62 | 70.636 | 6,66 | ||||
| 2026-01-14 | 13F | Spire Wealth Management | 64.874 | -2,05 | 3.888 | -2,04 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 28.289 | 2,63 | 1.695 | 2,67 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 204.193 | -20,37 | 12.237 | -20,59 | ||||
| 2026-01-26 | 13F | Iams Wealth Management, Llc | 39.588 | 33,03 | 2.373 | 33,11 | ||||
| 2025-11-04 | 13F | Woodmont Investment Counsel Llc | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Goldman Sachs Group Inc | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 156.098 | -3,72 | 9.355 | -3,69 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 22.614 | -16,65 | 1.359 | -16,74 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 242.953 | 12,16 | 14.560 | 12,20 | ||||
| 2026-02-10 | 13F | Welch & Forbes Llc | 35.052 | -5,75 | 2.101 | -5,70 | ||||
| 2026-02-17 | 13F | Imprint Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Cornerstone Wealth Management, LLC | 56.220 | -0,58 | 3.369 | -0,53 | ||||
| 2026-01-21 | 13F | Crux Wealth Advisors | 4.873 | 292 | ||||||
| 2026-01-28 | 13F | First Financial Group Corp | 15.241 | -2,26 | 913 | -2,25 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 224 | 4.380,00 | 13 | |||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 231.483 | -2,87 | 13.873 | -2,84 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 14.270 | -5,57 | 855 | -5,52 | ||||
| 2026-01-23 | 13F | Clear Creek Financial Management, LLC | 100.576 | 55,56 | 6.028 | 55,62 | ||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 1.878 | -0,16 | 113 | 0,00 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2025-10-09 | 13F | Toth Financial Advisory Corp | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Citizens Financial Group Inc/ri | 56.068 | -11,43 | 3.360 | -11,72 | ||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 36.127 | 36,11 | 2.165 | 36,16 | ||||
| 2026-01-08 | 13F | Maridea Wealth Management LLC | 35.591 | -4,65 | 2.133 | -4,91 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 156.343 | -6,95 | 9.370 | -6,92 | ||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 34.164 | 0,32 | 2.047 | 0,34 | ||||
| 2026-01-16 | 13F | Balboa Wealth Partners | 45.895 | 2.750 | ||||||
| 2026-01-23 | 13F | Gibbs Wealth Management | 4.874 | -21,89 | 292 | -21,72 | ||||
| 2026-02-17 | 13F | Brown Financial Advisors | 23.881 | -1,64 | 1.431 | -1,58 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 645 | -3,87 | 39 | -5,00 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 263.342 | 10,30 | 15.782 | 10,34 | ||||
| 2026-02-13 | 13F | Beacon Financial Advisory LLC | 34.930 | -5,49 | 2.093 | -5,47 | ||||
| 2026-01-09 | 13F | Dynamic Advisor Solutions LLC | 7.107 | -14,25 | 426 | -14,31 | ||||
| 2026-01-15 | 13F | Paladin Wealth, LLC | 21.863 | 0,20 | 1.310 | 0,23 | ||||
| 2026-02-19 | 13F | Mcguire Capital Advisors Inc | 11 | 1 | ||||||
| 2026-02-02 | 13F | Capital Investment Counsel, LLC | 7.794 | -16,61 | 467 | -16,46 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | Dagco, Inc. | 11.665 | 699 | ||||||
| 2026-01-07 | 13F | Brady Family Wealth, Llc | 5.021 | -5,09 | 301 | -5,06 | ||||
| 2026-01-13 | 13F | Stablepoint Partners, LLC | 218.218 | 53,75 | 13.078 | 53,79 | ||||
| 2026-02-10 | 13F | Blueline Advisors Llc | 5.962 | 357 | ||||||
| 2026-01-29 | 13F | Virtus Wealth Solutions LLC | 143.975 | 0,71 | 8.628 | 0,74 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 8.899.825 | -5,06 | 533.366 | -5,03 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 23.516 | 10,90 | 1.409 | 10,94 | ||||
| 2026-02-11 | 13F | Gateway Wealth Partners, LLC | 153.404 | 2,72 | 9.193 | 2,75 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 3.962 | -1,95 | 0 | -100,00 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 102.078 | 25,50 | 6.118 | 25,55 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 10.717 | 0,84 | 1 | |||||
| 2025-10-24 | 13F | Cannon Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 57.856 | -7,24 | 3.467 | -7,20 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 50.687 | 51,12 | 3.038 | 51,17 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 220.795 | 0,04 | 13.232 | 0,07 | ||||
| 2026-02-09 | 13F | Client First Investment Management LLC | 3.477 | -4,40 | 208 | -4,15 | ||||
| 2026-01-05 | 13F | GK Wealth Management LLC | 4.324 | -0,76 | 259 | -0,77 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 1.308 | -2,53 | 78 | -2,50 | ||||
| 2026-01-29 | 13F | UBS Group AG | 2.852.224 | -9,63 | 170.934 | -9,60 | ||||
| 2026-02-06 | 13F | Harmony Asset Management Llc | 3.430 | 206 | ||||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 129.703 | 9,38 | 7.773 | 9,42 | ||||
| 2026-01-27 | 13F | Latitude Advisors, LLC | 9.237 | -15,34 | 554 | -15,31 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 291.736 | 0,29 | 17.484 | 0,33 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 60.683 | 21,03 | 3.637 | 21,08 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 41.821 | -3,27 | 2.506 | -3,54 | ||||
| 2026-02-04 | 13F | Objective Capital Management, LLC | 10.841 | 0,50 | 650 | 0,46 | ||||
| 2026-02-20 | 13F | Kinloch Capital, LLC | 97.770 | 0,72 | 5.859 | 0,76 | ||||
| 2026-01-15 | 13F | Nilsine Partners, LLC | 89.577 | 6,32 | 5.368 | 6,36 | ||||
| 2026-01-22 | 13F | Ifrah Financial Services, Inc. | 132.699 | 2,43 | 7.953 | 2,46 | ||||
| 2025-11-04 | 13F | L.m. Kohn & Company | 18.717 | -8,39 | 1.121 | -8,34 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 179.583 | -8,11 | 10.762 | -8,08 | ||||
| 2026-02-13 | 13F | TFB Advisors LLC | 3.345 | 200 | ||||||
| 2026-02-05 | 13F | Allworth Financial LP | 151 | 0,00 | 9 | 0,00 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 13.440 | -64,73 | 805 | -64,72 | ||||
| 2026-01-26 | 13F | Keystone Wealth Services, LLC | 39.682 | 3,75 | 2.378 | 3,80 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 128 | 0,00 | ||||||
| 2026-01-20 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 34.168 | 2.048 | ||||||
| 2025-11-14 | 13F | Skopos Labs, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 61.539 | 107,90 | 3.688 | 107,31 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 333.373 | 4,28 | 19.979 | 4,31 | ||||
| 2026-02-17 | 13F | LaSalle St. Investment Advisors, LLC | 40.594 | -2,09 | 2 | 0,00 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 587.006 | 60,24 | 35.147 | 60,17 | ||||
| 2025-10-28 | 13F | JNBA Financial Advisors | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 54.795 | 30,04 | 3.284 | 30,07 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2025-11-10 | 13F | IFS Group,LLC | 4.264 | 256 | ||||||
| 2026-01-08 | 13F | Gradient Investments LLC | 628.139 | 3,69 | 37.644 | 3,73 | ||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 15.869 | -1,28 | 951 | -1,14 | ||||
| 2025-11-12 | 13F | Bellwether Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-29 | 13F | Golden State Equity Partners | 9.597 | -53,53 | 575 | -53,52 | ||||
| 2026-01-29 | 13F | Comerica Bank | 119.020 | -1,42 | 7.133 | -1,40 | ||||
| 2026-02-17 | 13F | Scarborough Advisors, LLC | 25.152 | -4,31 | 1.507 | -4,26 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 43.856 | -0,95 | 2.628 | -0,90 | ||||
| 2026-01-14 | 13F | Nova Wealth Management, Inc. | 3.733 | -10,11 | 224 | -10,08 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Nations Financial Group Inc, /ia/ /adv | 5.940 | -13,07 | 356 | -12,96 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 572.494 | 1,36 | 34.310 | 1,39 | ||||
| 2026-01-23 | 13F | U.S. Capital Wealth Advisors, LLC | 4.298 | 258 | ||||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 184.826 | 0,27 | 11.077 | 0,30 | ||||
| 2026-02-03 | 13F | SBI Securities Co., Ltd. | 24 | 84,62 | 1 | |||||
| 2026-02-18 | 13F | Caitlin John, LLC | 25 | 0,00 | 1 | 0,00 | ||||
| 2026-02-17 | 13F | Keebeck Wealth Management, LLC | 6.150 | 0,00 | 369 | -0,27 | ||||
| 2026-02-12 | 13F | Mount Yale Investment Advisors, LLC | 9.052 | 4,68 | 542 | 4,43 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 4.675 | -44,81 | 280 | -44,77 | ||||
| 2026-02-11 | 13F | Janney Capital Management LLC | 7.025 | 0 | ||||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 47.471 | 16,30 | 2.845 | 16,32 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Lodestar Private Asset Management Llc | 5.538 | -20,04 | 332 | -20,05 | ||||
| 2025-11-13 | 13F | ProVise Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | CacheTech Inc. | 3.966 | 0,00 | 238 | 0,00 | ||||
| 2026-01-26 | 13F | McGuire Investment Group, LLC | 149.879 | 10,95 | 8.982 | 10,98 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 53.573 | 3.211 | ||||||
| 2025-11-12 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-10-07 | 13F | EWG Elevate Inc. | 21.280 | -70,70 | 1.275 | -70,70 | ||||
| 2026-02-10 | 13F | Clear Point Advisors Inc. | 25.782 | -31,37 | 1.545 | -31,33 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 9.397 | -10,94 | 563 | -10,92 | ||||
| 2026-02-06 | 13F | Authentikos Wealth Advisory, LLC | 32.089 | -8,55 | 1.923 | -8,52 | ||||
| 2025-10-24 | 13F | Columbia Advisory Partners Llc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Petix & Botte Co | 223.202 | -6,04 | 13.377 | -6,01 | ||||
| 2026-02-17 | 13F | National Asset Management, Inc. | 36.824 | 2,33 | 2.207 | 2,32 | ||||
| 2026-01-23 | 13F | Trust Co Of Virginia /va | 10.125 | 40,66 | 607 | 40,60 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 26 | 4,00 | 2 | 0,00 | ||||
| 2026-01-27 | 13F | Purus Wealth Management, LLC | 36.564 | -3,07 | 2.191 | -3,01 | ||||
| 2026-02-09 | 13F | MTM Investment Management, LLC | 17.907 | 0,00 | 1.073 | 0,09 | ||||
| 2026-02-03 | 13F | Lubar & Co., Inc | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | TKG Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Core Wealth Partners LLC | 31.109 | -9,29 | 1.864 | -9,25 | ||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 2.000 | 0,00 | 120 | 0,00 | ||||
| 2026-02-11 | 13F | Vaughan David Investments Inc/il | 25.000 | 0,00 | 1 | 0,00 | ||||
| 2025-10-23 | 13F | Park Avenue Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Comprehensive Financial Planning, Inc./PA | 23 | 0,00 | 1 | 0,00 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 168.619 | 103,25 | 10 | 150,00 | ||||
| 2025-11-04 | 13F | Prostatis Group LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | PCG Wealth Advisors, LLC | 96.062 | -2,18 | 5.757 | -2,16 | ||||
| 2026-02-11 | 13F | Hilton Head Capital Partners, LLC | 260.420 | 15.607 | ||||||
| 2026-02-18 | 13F | KKM Financial LLC | 19.319 | 14,68 | 1.158 | 14,67 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 616.530 | -1,54 | 37 | -2,70 | ||||
| 2026-02-06 | 13F | Flaharty Asset Management, LLC | 247.122 | 14.810 | ||||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 200.585 | -80,69 | 12.021 | -80,68 | ||||
| 2026-02-10 | 13F | Bbr Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 203.480 | 52,03 | 12.193 | 52,07 | ||||
| 2026-02-03 | 13F | Plan Group Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 441.535 | 14,36 | 26.461 | 14,40 | ||||
| 2026-02-09 | 13F | Putnam Fl Investment Management Co | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | OneAscent Family Office, LLC | 3.950 | 0,00 | 237 | 0,00 | ||||
| 2026-01-07 | 13F | TCP Asset Management, LLC | 392.999 | 8,73 | 23.552 | 8,77 | ||||
| 2026-02-10 | 13F | Texas Yale Capital Corp. | 18.885 | -6,63 | 1.132 | -6,61 | ||||
| 2026-01-15 | 13F | Towerpoint Wealth, LLC | 59.967 | 9,45 | 3.594 | 9,48 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 11.576 | -5,18 | 694 | -5,20 | ||||
| 2026-01-07 | 13F | TrueWealth Advisors, LLC | 3.705 | -51,44 | 222 | -51,42 | ||||
| 2026-02-17 | 13F | Capasso Planning Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | Holistic Financial Partners | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Prasad Wealth Partners, LLC | 13.183 | 16,10 | 790 | 16,18 | ||||
| 2026-01-29 | 13F | Merkkuri Wealth Advisors LLC | 5.062 | 1,40 | 303 | 1,34 | ||||
| 2025-11-04 | 13F | Sollinda Capital Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Front Row Advisors LLC | 16.000 | 39,13 | 959 | 38,64 | ||||
| 2026-01-09 | 13F | First Heartland Consultants, Inc. | 8.370 | -62,57 | 502 | -62,58 | ||||
| 2026-02-02 | 13F | Miracle Mile Advisors, LLC | 20.631 | 0,00 | 1.236 | 0,00 | ||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 409.706 | -1,37 | 24.562 | -1,39 | ||||
| 2026-02-05 | 13F | Plus Group Wealth Advisors LLC | 67.700 | 4.057 | ||||||
| 2026-02-11 | 13F | Cerity Partners LLC | 9.402 | -0,46 | 563 | -0,35 | ||||
| 2026-02-03 | 13F | Weitzel Financial Services, Inc. | 19.247 | -9,34 | 1.154 | -9,50 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 52.564 | -11,69 | 3.150 | -11,67 | ||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 2.100 | -8,70 | 126 | -8,76 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 74.000 | 1.142,03 | 4.435 | 1.145,51 | ||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 405 | 125,00 | 24 | 140,00 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 800 | 0,00 | 48 | 0,00 | ||||
| 2026-02-11 | 13F | 1776 Wealth LLC | 113.761 | 6.818 | ||||||
| 2026-01-28 | 13F | Atwood & Palmer Inc | 133 | 0,00 | 8 | 0,00 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 68.956 | -0,94 | 4.133 | -0,91 | ||||
| 2026-01-12 | 13F | World Equity Group, Inc. | 12.666 | 156,24 | 759 | 156,42 | ||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 4.934 | -2,82 | 296 | -2,96 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 90.501 | 16,10 | 5.423 | 16,17 | ||||
| 2025-11-05 | 13F | Moloney Securities Asset Management, LLC | 143.519 | 12,90 | 8.598 | 12,98 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 107.300 | -5,99 | 6.430 | -5,95 | ||||
| 2026-02-03 | 13F | Farmers & Merchants Investments Inc | 1.150 | 0,00 | 69 | 0,00 | ||||
| 2025-11-13 | 13F | 1 North Wealth Services Llc | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Global Assets Advisory, LLC | 13.103 | -1,03 | 785 | -1,01 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 89.884 | 1,32 | 5.387 | 1,35 | ||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 14.638 | 877 | ||||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 25.056 | 109,29 | 1.502 | 109,34 | ||||
| 2026-02-12 | 13F | Titleist Asset Management, Llc | 229.536 | 7,90 | 13.756 | 7,94 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 22 | -31,25 | 1 | 0,00 | ||||
| 2025-11-13 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | ASL Financial, LLC | 3.655 | 219 | ||||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 525 | 0,00 | 32 | 0,00 | ||||
| 2026-02-02 | 13F | Del-Sette Capital Management, LLC | 3.929 | 0,00 | 235 | 0,00 | ||||
| 2026-02-12 | 13F | Great Lakes Retirement, Inc. | 47.316 | 4,80 | 2.836 | 4,84 | ||||
| 2026-02-02 | 13F | PKS Advisory Services, LLC | 14.561 | -5,12 | 873 | -5,11 | ||||
| 2026-02-06 | 13F | Creative Financial Designs Inc /adv | 3.909 | -18,92 | 234 | -18,75 | ||||
| 2025-11-10 | 13F | Lion Street Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | WealthPlan Investment Management, LLC | 107.275 | 4,79 | 6.429 | 4,81 | ||||
| 2026-01-12 | 13F | Kaydan Wealth Management, Inc. | 415.493 | 651,75 | 24.900 | 652,04 | ||||
| 2026-01-26 | 13F | PFG Investments, LLC | 4.110 | 246 | ||||||
| 2026-02-11 | 13F | Schwallier Wealth Management LLC | 8.797 | -2,31 | 527 | -2,23 | ||||
| 2026-02-13 | 13F | Inspire Advisors, LLC | 8.795 | 527 | ||||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 81.581 | -0,20 | 4.889 | -0,18 | ||||
| 2026-02-06 | 13F/A | Rathbone Brothers plc | 8.428 | -0,12 | 505 | 0,00 | ||||
| 2025-10-17 | 13F | Worth Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-30 | 13F | Wagner Wealth Management, Llc | 11.549 | 1,39 | 692 | 1,47 | ||||
| 2025-11-14 | 13F | Chiron Capital Management, Llc | 13.312 | -8,14 | 798 | -8,07 | ||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Calton & Associates, Inc. | 78.607 | 2,53 | 4.711 | 2,55 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 7.479 | -35,13 | 448 | -35,07 | ||||
| 2025-11-10 | 13F | GGM Financials LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Perennial Investment Advisors, LLC | 3.996 | -25,89 | 239 | -26,01 | ||||
| 2026-01-23 | 13F | Mainsail Financial Group, LLC | 301.127 | 3,70 | 18.047 | 3,73 | ||||
| 2025-10-20 | 13F | Shilanski & Associates, Inc. | 109.128 | 3,93 | 6.561 | 4,01 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 728 | 195,93 | 44 | 207,14 | ||||
| 2026-02-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 36.057 | 6,02 | 2 | 0,00 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 118.573 | 22,93 | 7.106 | 22,54 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 490.242 | -0,36 | 29.380 | -0,33 | ||||
| 2026-02-13 | 13F | Smith Partners Wealth Management, LLC | 12.790 | 767 | ||||||
| 2026-01-27 | 13F | PFG Advisors | 4.187 | -14,52 | 251 | -14,68 | ||||
| 2026-01-09 | 13F | Inspirion Wealth Advisors, Llc | 3.361 | -81,60 | 201 | -81,61 | ||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 50.049 | 0,00 | 3 | 0,00 | ||||
| 2026-02-02 | 13F | GDS Wealth Management | 859.078 | 105,15 | 51.485 | 105,22 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 1.461 | -59,38 | 88 | -59,53 | ||||
| 2026-01-20 | 13F | Global Trust Asset Management, LLC | 2.060 | -16,26 | 123 | -16,33 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 10.132 | -7,48 | 607 | -7,47 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 33.274 | -10,81 | 1.994 | -10,74 | ||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 14.812 | -46,39 | 888 | -46,40 | ||||
| 2026-02-27 | 13F | OakTrust Wealth Advisors, LLC | 4.419 | 265 | ||||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 2.517.807 | 0,01 | 150.892 | 0,05 | ||||
| 2026-01-14 | 13F | Wealthcare Advisory Partners LLC | 70.465 | -2,45 | 4.223 | -2,43 | ||||
| 2026-01-22 | 13F | Triad Wealth Partners, LLC | 291.939 | 674,39 | 17.496 | 674,80 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 12.682.599 | -4,68 | 760.068 | -4,65 | ||||
| 2026-02-24 | 13F | Stone Wealth Partners | 54.064 | 3.240 | ||||||
| 2026-02-17 | 13F | Harvest Investment Services, LLC | 154.325 | -14,63 | 9.249 | -14,61 | ||||
| 2026-01-12 | 13F | Paragon Advisors, LLC | 14.590 | -22,24 | 874 | -22,24 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 11.354 | -6,02 | 680 | -5,95 | ||||
| 2026-01-30 | 13F | Aries Wealth Management | 8.500 | 0,00 | 509 | 0,00 | ||||
| 2026-01-16 | 13F | Ellsworth Advisors, LLC | 218.255 | 1,83 | 13.095 | 1,78 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 346.908 | 31,50 | 20.790 | 31,54 | ||||
| 2026-02-12 | 13F | Wedbush Securities Inc | 30.834 | 57,28 | 2 | 0,00 | ||||
| 2026-02-13 | 13F | Wilkerson Advisory Group LLC | 10.295 | 617 | ||||||
| 2026-01-29 | 13F | Aprio Wealth Management, LLC | 65.819 | -1,61 | 3.945 | -1,57 | ||||
| 2026-02-02 | 13F | Holistic Planning, LLC | 312.724 | 3,95 | 18.742 | 3,98 | ||||
| 2026-02-17 | 13F | Prosperity Consulting Group, LLC | 15.822 | -8,69 | 948 | -8,67 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 664.129 | 1,14 | 39.801 | 101.953,85 | ||||
| 2026-02-12 | 13F | Kovack Advisors, Inc. | 68.204 | 265,45 | 1.256 | 12,34 | ||||
| 2026-01-15 | 13F | RiverTree Advisors, LLC | 144.125 | 17,23 | 8.637 | 17,27 | ||||
| 2026-02-03 | 13F | Centerpoint Advisory Group | 27.282 | 101,83 | 1.635 | 101,98 | ||||
| 2026-01-07 | 13F | Lake Street Financial Llc | 259.529 | 9,63 | 15.554 | 9,67 | ||||
| 2026-02-06 | 13F | Csenge Advisory Group | 1.871.976 | 0,58 | 112.188 | 0,61 | ||||
| 2026-02-10 | 13F | 360 Financial, Inc. | 28.589 | 0,00 | 1.713 | 0,00 | ||||
| 2026-01-20 | 13F | Wall Street Access Asset Management, LLC | 921 | 0,00 | 55 | 0,00 |
