Grundlæggende statistik
| Institutionelle ejere | 378 total, 378 long only, 0 short only, 0 long/short - change of 7,08% MRQ |
| Gennemsnitlig porteføljeallokering | 0.6389 % - change of -13,11% MRQ |
| Institutionelle aktier (lange) | 45.398.070 (ex 13D/G) - change of 1,16MM shares 2,63% MRQ |
| Institutionel værdi (lang) | $ 2.954.084 USD ($1000) |
Institutionelt ejerskab og aktionærer
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF (US:HELO) har 378 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 45,398,070 aktier. Største aktionærer omfatter LPL Financial LLC, BKD Wealth Advisors, LLC, Bank Of America Corp /de/, Bank of New York Mellon Corp, Wealth Enhancement Advisory Services, Llc, Advisor Group Holdings, Inc., Envestnet Asset Management Inc, Raymond James Financial Inc, CGC Financial Services, LLC, and Legacy Financial Group LLC .
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF (ARCA:HELO) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of March 13, 2026 is 65,01 / share. Previously, on March 14, 2025, the share price was 60,49 / share. This represents an increase of 7,47% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
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Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-20 | 13F | Nvwm, Llc | 14.361 | 3,94 | 954 | 6,24 | ||||
| 2026-02-02 | 13F | Allegheny Financial Group LTD | 77.745 | 95,08 | 5.165 | 99,38 | ||||
| 2026-02-17 | 13F | TCG Advisory Services, LLC | 106.543 | -9,17 | 7.078 | -7,17 | ||||
| 2025-11-12 | 13F | Creative Financial Designs Inc /adv | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | Cyndeo Wealth Partners, LLC | 23.902 | -44,76 | 1.588 | -43,56 | ||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 186.916 | 0,06 | 12.417 | 2,26 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 16.054 | -14,68 | 1.066 | -12,84 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 19.628 | 20,09 | 1.304 | 22,69 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 424.907 | -2,15 | 28.227 | 0,00 | ||||
| 2026-01-28 | 13F | Consolidated Planning Corp | 337.442 | 4,11 | 22.416 | 6,40 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 1.870 | 0,00 | 0 | |||||
| 2026-01-30 | 13F | Renasant Bank | 59.881 | -0,60 | 3.978 | 1,58 | ||||
| 2026-01-30 | 13F | Axis Wealth Partners, LLC | 9.114 | 7,76 | 605 | 10,20 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 84.165 | -31,16 | 5.591 | -29,65 | ||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 15.143 | 0,00 | 1.006 | 2,13 | ||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 6.720 | -4,79 | 446 | -2,62 | ||||
| 2026-01-14 | 13F | Redhawk Wealth Advisors, Inc. | 9.537 | -48,78 | 634 | -47,69 | ||||
| 2026-01-26 | 13F | Roman Butler Fullerton & Co | 5.051 | 18,01 | 336 | 19,57 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 1.874.721 | -32,25 | 124.538 | -30,76 | ||||
| 2026-02-04 | 13F | JSF Financial, LLC | 15.215 | 0,34 | 1.011 | 2,54 | ||||
| 2026-01-15 | 13F | Investment Partners Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Selby Wealth Management, LLC | 41.305 | 2.744 | ||||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 1.200 | 0,00 | 80 | 1,28 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 158.434 | 2,91 | 10.525 | 5,17 | ||||
| 2026-02-13 | 13F | Tcfg Wealth Management, Llc | 3.143 | 0,00 | 211 | 2,94 | ||||
| 2026-02-10 | 13F | Essex Financial Services, Inc. | 3.686 | 245 | ||||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 617.222 | 0,23 | 41 | 2,50 | ||||
| 2026-02-17 | 13F | Gotham Asset Management, LLC | 66.319 | 0,00 | 4.406 | 2,20 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 96.681 | 0,92 | 6.423 | 3,15 | ||||
| 2026-02-20 | 13F | Larch Capital Partners Llc | 41.487 | 2.756 | ||||||
| 2026-01-26 | 13F | Reyes Financial Architecture, Inc. | 1.340 | 0,00 | 89 | 2,30 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 27.100 | 3,24 | 1.800 | 5,51 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 13.498 | 22,34 | 1 | |||||
| 2026-01-08 | 13F | Genesis Private Wealth, Llc | 4.220 | 0,31 | 280 | 2,56 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 12.139 | 7,34 | 806 | 9,66 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 38.565 | -19,27 | 2.562 | -17,52 | ||||
| 2026-01-13 | 13F | Avaii Wealth Management, Llc | 129.688 | -7,04 | 8.615 | -4,99 | ||||
| 2026-02-17 | 13F | Cahill Financial Advisors Inc | 10.379 | -42,87 | 689 | -41,61 | ||||
| 2026-01-21 | 13F | Mayfair Advisory Group, LLC | 29.640 | 7,65 | 1.969 | 10,06 | ||||
| 2026-02-03 | 13F | Anfield Capital Management, LLC | 319 | 0,00 | 21 | 5,00 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 129.321 | 3,52 | 9 | 0,00 | ||||
| 2026-02-12 | 13F | Betterment LLC | 3.092 | 0 | ||||||
| 2026-02-10 | 13F | Marshall & Sterling Wealth Advisors Inc. | 61.437 | 339,59 | 4.081 | 349,94 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 6.145 | 49,70 | 399 | 55,86 | ||||
| 2025-11-14 | 13F | WNY Asset Management, LLC | 20.510 | -1,19 | 1.333 | 2,70 | ||||
| 2026-01-08 | 13F | Cooper Financial Group | 84.998 | -17,01 | 5.646 | -15,19 | ||||
| 2026-02-17 | 13F | Coppell Advisory Solutions LLC | 58.064 | 6,61 | 3.879 | 9,61 | ||||
| 2026-01-27 | 13F | First Horizon Corp | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Aspire Capital Advisors LLC | 194.718 | 4,59 | 12.935 | 6,89 | ||||
| 2026-01-08 | 13F | Sincerus Advisory, LLC | 37.150 | 15,49 | 2.468 | 18,04 | ||||
| 2026-01-12 | 13F | Skyline Advisors, Inc. | 183.403 | -2,62 | 12.183 | -0,47 | ||||
| 2026-01-22 | 13F | Echo Wealth Management, LLC | 71.319 | -21,34 | 4.738 | -19,62 | ||||
| 2026-01-08 | 13F | Ulland Investment Advisors, LLC | 2.420 | 2,11 | 0 | |||||
| 2026-02-27 | 13F | Arwa Llc | 10.187 | 677 | ||||||
| 2025-11-17 | 13F | IMS Capital Management | 3.959 | -15,19 | 257 | -11,99 | ||||
| 2026-01-23 | 13F | Smallwood Wealth Investment Management, LLC | 82.784 | 11,47 | 5.499 | 13,92 | ||||
| 2026-02-09 | 13F | Coordinated Financial Services, Inc. | 47.430 | 14,96 | 3.151 | 17,49 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 9.916 | -22,71 | 659 | -21,01 | ||||
| 2026-01-26 | 13F | Patriot Financial Group Insurance Agency, LLC | 31.490 | 0,19 | 2.092 | 2,40 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 44.368 | 107,95 | 2.947 | 112,63 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 3.189.556 | 20,82 | 211.882 | 23,48 | ||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 3.351 | -10,59 | 223 | -8,64 | ||||
| 2026-01-26 | 13F | Pennsylvania Capital Management Inc /adv | 3.741 | -6,66 | 249 | -4,62 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 111.143 | -0,63 | 7.383 | 1,55 | ||||
| 2026-01-28 | 13F | Bedel Financial Consulting, Inc. | 18.771 | -1,73 | 1.247 | 0,40 | ||||
| 2025-10-16 | 13F | Lowe Wealth Advisors, LLC | 2.070 | -1,19 | 135 | 2,29 | ||||
| 2026-02-03 | 13F | Koshinski Asset Management, Inc. | 22.694 | 31,72 | 1.508 | 34,67 | ||||
| 2026-02-05 | 13F | Bright Futures Wealth Management, LLC. | 27.777 | -25,58 | 1.845 | -23,92 | ||||
| 2026-02-11 | 13F | Milestone Investment Advisors LLC | 8.040 | 107,16 | 534 | 111,90 | ||||
| 2026-01-30 | 13F | SK Wealth Management, LLC | 53.093 | -70,26 | 3.567 | -69,27 | ||||
| 2026-02-02 | 13F | Sun Financial Inc | 36.257 | 2.409 | ||||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 151.946 | 15,72 | 10.094 | 17,81 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 175 | 12 | ||||||
| 2026-02-02 | 13F | Essex Savings Bank | 9.287 | 5,57 | 617 | 7,88 | ||||
| 2026-02-28 | 13F | NCM Capital Management, LLC | 21.627 | 4,09 | 1.437 | 6,37 | ||||
| 2026-01-08 | 13F | Baker Tilly Financial, Llc | 15.455 | 0,00 | 1.027 | 2,19 | ||||
| 2026-01-28 | 13F | Kingswood Wealth Advisors, Llc | 19.769 | 15,19 | 1.313 | 17,76 | ||||
| 2026-02-02 | 13F | MN Wealth Advisors, LLC | 20.361 | -5,24 | 1.353 | -3,15 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 1.742.174 | 26,56 | 115.733 | 29,34 | ||||
| 2026-01-28 | 13F | Mountain Capital Investment Advisors, Inc | 12.012 | 11,66 | 805 | 14,86 | ||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 898 | 60 | ||||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 146.176 | -5,95 | 9.710 | -3,88 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 21 | 0,00 | 1 | 0,00 | ||||
| 2026-01-21 | 13F | Capital Advisors, Ltd. LLC | 1.507 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | Aire Advisors, Llc | 142.209 | 1,66 | 9.447 | 3,89 | ||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 241.787 | -16,90 | 16.062 | -15,08 | ||||
| 2026-02-04 | 13F | Birchbrook, Inc. | 5 | 0,00 | 0 | |||||
| 2025-11-10 | 13F | Hartland & Co., LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Leo Wealth, LLC | 256.911 | 17.065 | ||||||
| 2026-01-26 | 13F | Legacy CG, LLC | 4.910 | -98,04 | 326 | -98,00 | ||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 12.247 | -8,43 | 814 | -6,44 | ||||
| 2026-02-10 | 13F | BKD Wealth Advisors, LLC | 2.636.850 | 10,15 | 175.166 | 12,57 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 36.037 | -55,84 | 2.394 | -54,88 | ||||
| 2026-01-23 | 13F | Clear Creek Financial Management, LLC | 45.422 | -32,48 | 3.017 | -30,99 | ||||
| 2026-02-11 | 13F | Comprehensive Financial Planning, Inc./PA | 4.810 | -32,22 | 320 | -30,80 | ||||
| 2026-01-22 | 13F | Vision Financial Markets Llc | 410 | 0,00 | 27 | 3,85 | ||||
| 2026-01-23 | 13F | Investment Advisory Group, LLC | 6.023 | 4,26 | 400 | 6,67 | ||||
| 2026-02-17 | 13F/A | Kovack Advisors, Inc. | 3.599 | 239 | ||||||
| 2026-02-17 | 13F | Gallagher Fiduciary Advisors, LLC | 9.899 | 20,85 | 658 | 23,50 | ||||
| 2026-02-03 | 13F | Patten & Patten Inc/tn | 244.071 | -3,24 | 16.214 | -1,11 | ||||
| 2026-02-06 | 13F | Fortis Group Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Oak Wealth Advisors LLC | 106.203 | 7.055 | ||||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 492.239 | 6,77 | 32.700 | 9,12 | ||||
| 2026-02-09 | 13F | Allen Capital Group, LLC | 17.056 | 8,16 | 1.133 | 10,64 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 11.555 | -83,12 | 768 | -82,76 | ||||
| 2026-02-02 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 89.917 | 52,99 | 5.973 | 56,36 | ||||
| 2025-11-12 | 13F | Accredited Wealth Management, LLC | 235 | 34,29 | 11 | 10,00 | ||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 23.468 | -15,05 | 1.559 | -13,20 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Milestone Asset Management, Llc | 33.574 | 25,94 | 2.230 | 28,75 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 776 | 22,78 | 52 | 24,39 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 54.270 | 8,30 | 3.605 | 10,68 | ||||
| 2026-02-06 | 13F | Sierra Ocean, Llc | 17.559 | 8,41 | 1.166 | 10,84 | ||||
| 2026-01-22 | 13F | Apollon Wealth Management, LLC | 25.844 | -52,03 | 1.717 | -51,00 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Mascagni Wealth Management, Inc. | 13.095 | -2,61 | 870 | -0,46 | ||||
| 2026-01-21 | 13F | Cambridge Advisors Inc. | 3.393 | 225 | ||||||
| 2026-02-02 | 13F | CENTRAL TRUST Co | 215.771 | -3,37 | 14.334 | -1,25 | ||||
| 2026-01-23 | 13F | Arbor Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Intrua Financial, LLC | 3.321 | 221 | ||||||
| 2025-11-14 | 13F | Concorde Financial Corp | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Private Wealth Partners, LLC | 8.000 | 0,00 | 531 | 2,12 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 43.750 | 4,41 | 2.906 | 6,72 | ||||
| 2026-01-06 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 170.574 | -0,27 | 11.331 | 1,93 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 14.917 | -52,68 | 991 | -51,66 | ||||
| 2026-02-13 | 13F | A4 Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 8.279 | 6,50 | 550 | 8,71 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 927.434 | 24,34 | 61.609 | 27,08 | ||||
| 2026-01-15 | 13F | Lewis Asset Management, LLC | 5.525 | 1,81 | 367 | 4,26 | ||||
| 2026-01-14 | 13F | Jfs Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Castle Rock Wealth Management, LLC | 3.482 | 3,54 | 232 | 6,42 | ||||
| 2026-02-13 | 13F | Alaska Permanent Capital Management | 111.550 | -4,37 | 7.404 | -2,34 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 1.985.981 | -31,44 | 131.937 | -29,70 | ||||
| 2026-02-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 5.630 | 16,56 | 374 | 19,49 | ||||
| 2026-01-09 | 13F | Park Place Capital Corp | 43.940 | -42,30 | 2.919 | -41,04 | ||||
| 2026-01-23 | 13F | First PREMIER Bank | 7.397 | 14,81 | 0 | |||||
| 2026-02-03 | 13F | Strategic Wealth Advisors LLC | 13.955 | 1 | ||||||
| 2026-02-09 | 13F | Firestone Capital Management | 59.418 | 2,45 | 3.947 | 4,72 | ||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 437 | 0,23 | 0 | |||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 906 | 0 | ||||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 5.069 | 20,95 | 337 | 23,53 | ||||
| 2026-02-11 | 13F | Vise Technologies, Inc. | 23.504 | 119,17 | 1.561 | 123,96 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 13.768 | 915 | ||||||
| 2025-11-12 | 13F | Per Stirling Capital Management, LLC. | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Ignite Planners, LLC | 4.928 | -7,09 | 330 | -4,07 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 1 | -99,61 | 0 | -100,00 | ||||
| 2026-02-05 | 13F | Hicks Capital Management Llc | 15.895 | 4,37 | 1.056 | 6,67 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 16.352 | 14,95 | 1.086 | 17,53 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-01-05 | 13F | Grant Private Wealth Management Inc | 38.344 | 4,12 | 2.547 | 6,44 | ||||
| 2026-02-11 | 13F | M Holdings Securities, Inc. | 11.945 | 1 | ||||||
| 2026-01-20 | 13F | Philip James Wealth Mangement, LLC | 195.139 | 2,18 | 12.963 | 4,43 | ||||
| 2026-01-07 | 13F | BCGM Wealth Management, LLC | 6.522 | 0,18 | 433 | 2,36 | ||||
| 2026-02-17 | 13F | Capital Planning Advisors, LLC | 187.466 | -1,17 | 12.453 | 1,01 | ||||
| 2026-02-11 | 13F | Convergence Financial, LLC | 34.764 | 10,27 | 2.309 | 12,69 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 64.376 | 4.277 | ||||||
| 2026-02-10 | 13F | Beto Financial Group, Llc | 70.829 | 4.759 | ||||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 19.543 | -2,13 | 1.298 | 0,08 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 8.726 | 8,90 | 580 | 11,35 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 298 | 31,86 | 0 | |||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 72 | -20,88 | 5 | -20,00 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 1.201 | 80 | ||||||
| 2026-02-10 | 13F | New Republic Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Clarity Retirement & Wealth, LLC | 38.388 | 2.550 | ||||||
| 2026-01-06 | 13F | Ehrlich Financial Group | 8.815 | 23,95 | 586 | 26,62 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 67.953 | 831,25 | 4.514 | 852,32 | ||||
| 2026-01-23 | 13F | Financial Connections Group, Inc. | 19 | 0 | ||||||
| 2026-01-21 | 13F | Palumbo Wealth Management LLC | 83.717 | 5.561 | ||||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 498.241 | 5,57 | 33.098 | 7,90 | ||||
| 2026-01-27 | 13F | Krilogy Financial LLC | 18.350 | -4,28 | 1.229 | -2,07 | ||||
| 2026-02-13 | 13F | Bluedoor Private Wealth, Llc | 110.085 | 7.313 | ||||||
| 2026-02-18 | 13F | Crusonia Wealth Advisors LLC | 100.301 | 6.663 | ||||||
| 2026-02-13 | 13F | Maia Wealth LLC | 3.632 | -0,03 | 242 | 1,26 | ||||
| 2026-01-21 | 13F | Capital Advisors Wealth Management, LLC | 3.324 | 221 | ||||||
| 2026-02-17 | 13F | Pinnacle Financial Partners, Inc. | 6.430 | 427 | ||||||
| 2026-01-28 | 13F | Planned Solutions, Inc. | 109.853 | 0,31 | 7.298 | 2,51 | ||||
| 2026-02-02 | 13F | Balentine LLC | 15.622 | 0,00 | 1.038 | 2,17 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 1.916 | 0,16 | 127 | 2,42 | ||||
| 2026-02-11 | 13F | Mattson Financial Services, LLC | 25.904 | -39,00 | 1.721 | -37,68 | ||||
| 2026-02-20 | 13F | Wick Capital Partners, LLC | 13.890 | 88,39 | 11.551 | 2.311,27 | ||||
| 2026-01-14 | 13F | Longview Financial Advisors LLC | 250.745 | 9,09 | 16.657 | 11,49 | ||||
| 2025-10-28 | 13F/A | Kingstone Capital Partners Texas, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-15 | 13F | Archford Capital Strategies, LLC | 14.658 | -15,46 | 974 | -13,66 | ||||
| 2026-01-23 | 13F | Lunt Capital Management, Inc. | 3.237 | 215 | ||||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 3.290 | 1,08 | 219 | 3,32 | ||||
| 2026-01-29 | 13F | Comerica Bank | 6.535 | 5,62 | 434 | 7,96 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 10.620 | 8,80 | 705 | 11,20 | ||||
| 2026-02-05 | 13F | Security National Bank | 23.250 | 16,89 | 1.544 | 19,50 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 351.115 | -8,89 | 23.325 | -6,89 | ||||
| 2026-02-12 | 13F | Adviser Investments LLC | 777.372 | -8,33 | 51.641 | -6,32 | ||||
| 2026-02-02 | 13F | Oak Harbor Wealth Partners, Llc | 73.363 | 2,49 | 4.874 | 4,75 | ||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 1.963 | 12,17 | 130 | 15,04 | ||||
| 2026-01-27 | 13F | Summit Wealth Partners, LLC | 26.999 | -0,72 | 1.794 | 1,47 | ||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 26 | 2 | ||||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 120.931 | -9,03 | 8.033 | -7,03 | ||||
| 2026-02-09 | 13F | Investors Portfolio Services LLC | 127 | 8 | ||||||
| 2026-02-10 | 13F | Adapt Wealth Advisors, Llc | 5.499 | 0,00 | 365 | 2,24 | ||||
| 2026-02-03 | 13F | Ewa, Llc | 6.713 | 0,19 | 446 | 2,30 | ||||
| 2026-02-02 | 13F | Ellis Investment Partners, LLC | 3.245 | 216 | ||||||
| 2026-01-20 | 13F | Investment Research & Advisory Group, Inc. | 19 | 1 | ||||||
| 2026-02-11 | 13F | Tradition Wealth Management, LLC | 13.738 | 49,07 | 913 | 52,25 | ||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 34.773 | -0,47 | 2 | 0,00 | ||||
| 2026-02-10 | 13F | Avestar Capital, LLC | 4.814 | 0,00 | 320 | 2,24 | ||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 5.261 | 14,59 | 349 | 17,11 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 2.716 | 43,17 | 180 | 46,34 | ||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 24.957 | 6,17 | 1.658 | 8,51 | ||||
| 2026-01-12 | 13F | Roble, Belko & Company, Inc | 13 | 0,00 | 0 | |||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 15.324 | 0,00 | 1.018 | 2,11 | ||||
| 2026-02-13 | 13F | Islay Capital Management, Llc | 300 | 20 | ||||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 4.610 | 18,02 | 306 | 20,00 | ||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-02-20 | 13F | McLaughlin Asset Management, Inc. | 24.945 | 1.657 | ||||||
| 2026-02-10 | 13F | Vista Private Wealth Partners. LLC | 36.773 | 0,00 | 2.301 | 0,00 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 18.582 | -5,12 | 1.234 | -3,06 | ||||
| 2025-11-14 | 13F | Nbc Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-09 | 13F | Breakwater Capital Group | 14.961 | 4,40 | 994 | 6,66 | ||||
| 2026-02-05 | 13F | Cauble & Harre Wealth Management, Inc. | 4.059 | 270 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 534 | -55,28 | 35 | -54,55 | ||||
| 2026-02-03 | 13F | Crossmark Global Holdings, Inc. | 13.572 | -25,55 | 902 | -23,90 | ||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 111.019 | -27,76 | 7.375 | -26,17 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 4.149 | 276 | ||||||
| 2026-01-08 | 13F | Gradient Investments LLC | 233.843 | -70,83 | 15.534 | -70,19 | ||||
| 2026-01-21 | 13F | Penney Financial, LLC | 63.799 | 4,31 | 4.238 | 6,62 | ||||
| 2026-01-15 | 13F | Highline Wealth Partners Llc | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Curtis Advisory Group, LLC | 147.900 | 1,85 | 9.825 | 4,08 | ||||
| 2026-02-04 | 13F | Purkiss Capital Advisors LLC | 35.434 | 7,68 | 2.354 | 10,00 | ||||
| 2026-02-10 | 13F | Tidemark, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Mcdonald Partners Llc | 16.499 | 77,28 | 1.096 | 81,46 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 2.214.145 | 7,84 | 147.086 | 10,21 | ||||
| 2026-02-13 | 13F | APCM Wealth Management for Individuals | 77.200 | 11,70 | 5.128 | 14,16 | ||||
| 2025-11-14 | 13F | Eqis Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 11.419 | 38,71 | 759 | 41,68 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 54.964 | 0,83 | 3.651 | 3,05 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 8.329 | -10,91 | 553 | -8,90 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 19.491 | -71,53 | 1.295 | -70,91 | ||||
| 2026-02-11 | 13F | Marks Group Wealth Management, Inc | 6.006 | 2,86 | 399 | 5,01 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 6.879 | 3,33 | 457 | 5,56 | ||||
| 2026-02-13 | 13F | Financial Network Wealth Advisors LLC | 2.102 | -5,95 | 140 | -4,14 | ||||
| 2026-01-22 | 13F | Yarger Wealth Strategies, Llc | 23.007 | -10,37 | 1.528 | -8,39 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 32.496 | -4,59 | 2.159 | -2,49 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 209.673 | 58,89 | 13.929 | 62,39 | ||||
| 2025-10-31 | 13F | National Asset Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 41.697 | -69,91 | 2.770 | -69,26 | ||||
| 2026-02-17 | 13F | Brown Financial Advisors | 24.312 | -56,41 | 1.615 | -55,45 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 1 | 0,00 | 0 | |||||
| 2025-11-04 | 13F | United Community Bank | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 2.025.861 | 15,98 | 134.578 | 18,54 | ||||
| 2026-01-15 | 13F | Orrstown Financial Services Inc | 119.354 | 3,16 | 7.929 | 5,43 | ||||
| 2025-09-26 | 13F | Capital A Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Change Path, LLC | 201.311 | -0,67 | 13.373 | 1,51 | ||||
| 2026-02-12 | 13F | Ankerstar Wealth, LLC | 7.676 | 510 | ||||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 119 | -99,18 | 8 | -99,26 | ||||
| 2026-02-13 | 13F | Integrity Investment Advisors, LLC | 16.700 | -74,24 | 1.109 | -73,68 | ||||
| 2026-01-23 | 13F | Retirement Guys Formula Llc | 50.881 | -2,90 | 3.380 | -0,76 | ||||
| 2026-02-06 | 13F | Signature Estate & Investment Advisors Llc | 22.734 | 5,87 | 1.510 | 8,24 | ||||
| 2026-02-06 | 13F | Kennedy Investment Group | 46.224 | -1,54 | 3.071 | 0,62 | ||||
| 2026-03-05 | 13F | Bayban | 46 | 3 | ||||||
| 2026-02-09 | 13F | Key FInancial Inc | 4.009 | 38,29 | 266 | 41,49 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 45.624 | 5,16 | 3 | 50,00 | ||||
| 2026-01-22 | 13F | DeDora Capital, Inc. | 69.291 | 26,53 | 4.603 | 29,31 | ||||
| 2026-02-04 | 13F | LRI Investments, LLC | 1.899 | 126 | ||||||
| 2026-02-10 | 13F | Dynasty Wealth Management, Llc | 6.692 | 0,09 | 445 | 2,30 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 771.724 | 5,19 | 50.539 | 5,98 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 2.650 | 0,00 | 176 | 2,33 | ||||
| 2026-02-17 | 13F | Creative Planning | 6.168 | 37,19 | 410 | 40,07 | ||||
| 2026-02-10 | 13F | Pasadena Private Wealth, LLC | 3.441 | -34,34 | 229 | -32,94 | ||||
| 2026-01-20 | 13F | Partners Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 197.712 | 0,35 | 13.134 | 2,56 | ||||
| 2026-01-15 | 13F | Paladin Wealth, LLC | 4.818 | -78,62 | 320 | -78,14 | ||||
| 2026-01-12 | 13F | DAVENPORT & Co LLC | 38.395 | 6,11 | 2.551 | 8,46 | ||||
| 2026-01-09 | 13F | Carr Financial Group Corp | 216.332 | 3,49 | 14.371 | 5,76 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 10.975 | 2,38 | 729 | 4,74 | ||||
| 2026-01-22 | 13F | Fiduciary Alliance LLC | 90.235 | 12,53 | 5.994 | 15,00 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 150 | 0,00 | 10 | 0,00 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 3.909 | -47,73 | 260 | -46,71 | ||||
| 2026-01-08 | 13F | Fulton Bank, N.a. | 19.274 | 32,96 | 1.280 | 35,88 | ||||
| 2026-02-02 | 13F | Total Clarity Wealth Management, Inc. | 10.780 | -14,03 | 716 | -12,15 | ||||
| 2025-10-31 | 13F | Sagespring Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Pinnacle Associates Ltd | 115.803 | 53,13 | 7.693 | 56,50 | ||||
| 2026-02-12 | 13F | Bradley Foster & Sargent Inc/ct | 75.269 | 2,12 | 5.000 | 4,36 | ||||
| 2026-01-28 | 13F | Members Wealth Llc | 12.683 | -6,67 | 850 | -3,96 | ||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 147.003 | -3,79 | 9.765 | -1,67 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 106.053 | 55,44 | 7.045 | 58,89 | ||||
| 2026-02-17 | 13F | OmniStar Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | YHB Investment Advisors, Inc. | 28.102 | 38,56 | 1.867 | 41,58 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 210.328 | -28,00 | 13.972 | -26,41 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 10.101 | 116,81 | 671 | 122,19 | ||||
| 2026-01-12 | 13F | Lifelong Wealth Advisors, Inc. | 142.732 | -5,09 | 9.482 | -3,00 | ||||
| 2026-02-04 | 13F | MONECO Advisors, LLC | 113.994 | 5,78 | 7.573 | 8,11 | ||||
| 2026-01-16 | 13F | Perigon Wealth Management, LLC | 64.163 | -1,60 | 4.262 | 0,57 | ||||
| 2026-01-12 | 13F | Evolution Wealth Advisors, LLC | 29.784 | -14,36 | 1.979 | -12,48 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 7.133 | 474 | ||||||
| 2026-02-05 | 13F | Simmons Bank | 3.085 | 205 | ||||||
| 2026-01-26 | 13F | Private Trust Co Na | 8.993 | 18,84 | 597 | 21,59 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 64.899 | -23,59 | 4.311 | -21,90 | ||||
| 2026-02-10 | 13F | Allred Capital Management, LLC | 3.380 | 3,30 | 225 | 5,66 | ||||
| 2026-01-22 | 13F | Campbell Deegan Wealth Management, LLC | 253.813 | 9,84 | 16.861 | 12,25 | ||||
| 2026-01-30 | 13F | Oakworth Capital, Inc. | 3.560 | -28,89 | 236 | -27,38 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 8.127 | -3,83 | 540 | -1,82 | ||||
| 2026-01-15 | 13F | Brookstone Capital Management | 240.598 | 22,83 | 15.983 | 25,53 | ||||
| 2026-02-05 | 13F | Prairieview Wealth Partners, Llc | 115.901 | 5,57 | 7.699 | 7,90 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 95.886 | 10,17 | 6.370 | 12,59 | ||||
| 2026-02-10 | 13F | Madison Wealth Partners, Inc | 12.008 | 6,11 | 798 | 8,44 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 960.223 | 6,05 | 63.788 | 8,38 | ||||
| 2026-02-09 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 5.186 | 5,69 | 345 | 7,84 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 403.251 | -5,12 | 26.788 | -3,03 | ||||
| 2026-01-20 | 13F | Stratos Wealth Advisors, LLC | 19.739 | -4,78 | 1.311 | -2,67 | ||||
| 2026-01-27 | 13F | Paul Damon & Associates, Inc. | 37.126 | 130,11 | 2.466 | 135,31 | ||||
| 2026-02-12 | 13F | Mount Yale Investment Advisors, LLC | 9.742 | -0,66 | 647 | 1,57 | ||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 12.294 | 12,66 | 799 | 17,16 | ||||
| 2025-11-18 | 13F | Apexium Financial, Lp | 80.560 | 2,64 | 5.236 | 6,62 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 303 | -66,30 | 20 | -65,52 | ||||
| 2026-02-10 | 13F | Fortis Advisors, LLC | 4.124 | 0,19 | 274 | 2,25 | ||||
| 2026-01-23 | 13F | Shore Point Advisors, LLC | 48.656 | -1,01 | 3.232 | 1,19 | ||||
| 2026-01-29 | 13F | UBS Group AG | 896.778 | 30,68 | 59.573 | 33,55 | ||||
| 2026-02-03 | 13F | Plan Group Financial, LLC | 16.182 | -0,22 | 1.075 | 1,90 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 740.645 | 122,50 | 49.206 | 127,43 | ||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 4.976 | 17,52 | 331 | 20,00 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 644 | -41,93 | 43 | -41,67 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 227.219 | 11,66 | 15.094 | 14,12 | ||||
| 2026-01-07 | 13F | Lakeridge Wealth Management LLC | 20.891 | 13,22 | 1.388 | 15,68 | ||||
| 2025-10-24 | 13F | Avion Wealth | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Indivisible Partners | 24.274 | 1.613 | ||||||
| 2026-02-17 | 13F | Perennial Investment Advisors, LLC | 3.530 | 0,00 | 234 | 2,18 | ||||
| 2026-01-13 | 13F | Dakota Wealth Management | 7.961 | 529 | ||||||
| 2026-01-26 | 13F | Lionsbridge Wealth Management LLC | 22.827 | -16,33 | 1.516 | -14,50 | ||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 18.633 | -1,39 | 1.238 | 0,73 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 19 | 0,00 | 1 | 0,00 | ||||
| 2026-02-09 | 13F | Cary Street Partner Investment Advisory Llc | 31.355 | 12.964,58 | 2.083 | 13.780,00 | ||||
| 2026-02-05 | 13F | WealthPlan Investment Management, LLC | 211.500 | -8,66 | 14.050 | -6,65 | ||||
| 2026-02-17 | 13F | Core Wealth Partners LLC | 7.602 | 505 | ||||||
| 2026-02-27 | 13F | Compass Financial Services Inc | 32.097 | 5,12 | 2.132 | 7,46 | ||||
| 2026-01-26 | 13F | Harbor Asset Planning, Inc. | 1.553 | 5,29 | 103 | 8,42 | ||||
| 2026-02-12 | 13F | WealthPLAN Partners, LLC | 112.997 | -2,49 | 7.506 | -0,35 | ||||
| 2026-02-09 | 13F | Wealth Advisors of Tampa Bay, LLC | 59.834 | -8,46 | 3.975 | -6,45 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-19 | 13F | Birchwood Financial Partners, Inc. | 9.220 | 613 | ||||||
| 2026-01-27 | 13F | Semus Wealth Partners LLC | 19.066 | 0,17 | 1.267 | 2,34 | ||||
| 2026-01-28 | 13F | Confluence Wealth Services, Inc. | 3.867 | 0,00 | 257 | 1,99 | ||||
| 2026-02-05 | 13F | Cornerstone Wealth Management, LLC | 4.209 | 4,99 | 280 | 7,31 | ||||
| 2026-02-11 | 13F | Gilpin Wealth Management, Llc | 516 | 34 | ||||||
| 2026-01-30 | 13F | Secured Retirement Advisors, Llc | 10.833 | -1,84 | 720 | 0,28 | ||||
| 2026-02-03 | 13F | CGC Financial Services, LLC | 1.088.189 | 0,20 | 72.288 | 2,41 | ||||
| 2026-02-10 | 13F | IAG Wealth Partners, LLC | 32.463 | 0,04 | 2.157 | 2,23 | ||||
| 2026-02-13 | 13F | Vienna Asset Management LLC | 4.817 | -34,99 | 320 | -33,47 | ||||
| 2026-02-11 | 13F | Cedar Mountain Advisors, LLC | 2.955 | 0,00 | 196 | 2,08 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 70.983 | -6,20 | 4.715 | -4,13 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 31.715 | 507,68 | 2.107 | 521,24 | ||||
| 2026-02-04 | 13F | CAP Partners, LLC | 8.484 | 3,35 | 564 | 5,63 | ||||
| 2025-11-14 | 13F | Hilltop Holdings Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-04 | 13F | Midwest Trust Co | 3.500 | 233 | ||||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 1.870 | 0,00 | 124 | 2,48 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 442 | -10,71 | 29 | -9,37 | ||||
| 2026-01-07 | 13F | Harbor Investment Advisory, Llc | 43.035 | -13,01 | 2.859 | -11,10 | ||||
| 2025-11-05 | 13F | Waterloo Capital, L.P. | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Decker Retirement Planning Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | HBW Advisory Services LLC | 18.933 | 16,84 | 1.258 | 19,37 | ||||
| 2026-01-20 | 13F | Investment Planning Advisors, Inc. | 4.100 | 0,10 | 272 | 2,26 | ||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 42.731 | -2,79 | 2.839 | -0,67 | ||||
| 2026-02-05 | 13F | ORBA Wealth Advisors, L.L.C. | 5.626 | 374 | ||||||
| 2025-11-12 | 13F | Interchange Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 696.926 | 10,62 | 46.297 | 115.640,00 | ||||
| 2026-01-14 | 13F | Mechanics Bank Trust Department | 18.110 | 0,61 | 1.203 | 2,82 | ||||
| 2026-01-27 | 13F | BLVD Private Wealth, LLC | 7.142 | -5,89 | 474 | -3,85 | ||||
| 2026-02-02 | 13F | Oppenheimer & Co Inc | 29.070 | -73,19 | 1.931 | -72,60 | ||||
| 2026-02-12 | 13F | Foster Dykema Cabot & Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Northern Trust Corp | 3.155 | 0,00 | 210 | 1,95 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 300 | 82,93 | 20 | 90,00 | ||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 8.679 | 11,03 | 577 | 13,39 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 125 | 0,00 | 8 | 0,00 | ||||
| 2026-02-11 | 13F | Hughes Financial Services, LLC | 101.037 | -17,96 | 6.712 | -17,17 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 3.629 | 241 | ||||||
| 2026-01-09 | 13F | Peterson Wealth Advisors, LLC | 684.554 | 8,62 | 45.475 | 11,04 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Fmr Llc | 274 | 34,31 | 18 | 38,46 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 42 | 0,00 | 3 | 0,00 | ||||
| 2026-01-27 | 13F | Financial Management Professionals, Inc. | 63.307 | 0,61 | 4.205 | 2,81 | ||||
| 2026-01-21 | 13F | Paladin Advisory Group, LLC | 54.779 | -1,37 | 3.639 | 0,78 | ||||
| 2026-02-02 | 13F | Vantage Point Financial LLC | 3.743 | 249 | ||||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 18.506 | 7,69 | 1.229 | 10,13 | ||||
| 2026-01-08 | 13F | Sprinkle Financial Consultants LLC | 72.380 | 29,51 | 4.808 | 32,38 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 11.900 | -66,69 | 791 | -65,96 | ||||
| 2026-02-13 | 13F | Tradewinds, LLC. | 13.254 | 0,00 | 880 | 2,21 | ||||
| 2026-01-23 | 13F | DHJJ Financial Advisors, Ltd. | 15 | 0,00 | 1 | |||||
| 2026-02-06 | 13F | Prevail Innovative Wealth Advisors, Llc | 115.952 | 3,97 | 7.703 | 6,25 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Resurgent Financial Advisors LLC | 4.737 | -19,93 | 315 | -18,23 | ||||
| 2026-01-20 | 13F | Signaturefd, Llc | 268.392 | -1,86 | 17.829 | 0,30 | ||||
| 2026-01-12 | 13F | Focus Financial Network, Inc. | 3.771 | 251 | ||||||
| 2026-02-17 | 13F | Claro Advisors LLC | 3.450 | 0,00 | 229 | 2,23 | ||||
| 2026-02-13 | 13F | Boston Family Office Llc | 10.460 | 24,08 | 1 | |||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 4.027 | 268 | ||||||
| 2025-10-27 | 13F | WESPAC Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Silvercrest Asset Management Group Llc | 13.785 | 916 | ||||||
| 2026-02-05 | 13F | Legacy Financial Group LLC | 960.623 | -0,05 | 64.112 | 2,63 | ||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 2.021.674 | 5,15 | 135.392 | 8,37 | ||||
| 2026-02-18 | 13F | SkyView Investment Advisors, LLC | 85.288 | 1.190,68 | 6 | |||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 151.244 | 9,56 | 10.047 | 11,97 | ||||
| 2026-02-05 | 13F | USAdvisors Wealth Management, LLC | 114.325 | -28,85 | 8 | -30,00 | ||||
| 2026-02-05 | 13F | High Note Wealth, LLC | 622 | 41 | ||||||
| 2026-01-15 | 13F | Saxony Capital Management, LLC | 21.384 | -55,18 | 1.421 | -54,19 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 412.346 | 94,91 | 27.392 | 99,21 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 9.742 | 647 | ||||||
| 2026-02-02 | 13F | HTG Investment Advisors, Inc. | 257.952 | 3,56 | 17.136 | 5,84 | ||||
| 2026-02-14 | 13F | Bank of Marin | 7.632 | 0,00 | 507 | 2,02 | ||||
| 2026-02-03 | 13F | Morse Asset Management, Inc | 25 | 0,00 | 2 | 0,00 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 3.812 | -47,52 | 253 | -46,40 | ||||
| 2026-02-11 | 13F | Gateway Wealth Partners, LLC | 23.025 | 1.530 | ||||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 13.461 | 9,07 | 881 | 9,73 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 317.990 | -13,57 | 21.124 | -11,66 | ||||
| 2026-01-22 | 13F | Triad Wealth Partners, LLC | 182.218 | 12.105 | ||||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 27.125 | 1.802 | ||||||
| 2026-02-14 | 13F | Whipplewood Advisors, LLC | 5.097 | 26,16 | 339 | 29,01 | ||||
| 2026-03-05 | 13F | Taylor Securities Services, Inc. | 748.609 | 49.730 |
