Grundlæggende statistik
| Institutionelle ejere | 257 total, 257 long only, 0 short only, 0 long/short - change of 7,50% MRQ |
| Gennemsnitlig porteføljeallokering | 0.4912 % - change of -11,13% MRQ |
| Institutionelle aktier (lange) | 81.365.451 (ex 13D/G) - change of 4,51MM shares 5,86% MRQ |
| Institutionel værdi (lang) | $ 1.699.186 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF (US:IBDW) har 257 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 81,365,451 aktier. Største aktionærer omfatter Aptus Capital Advisors, LLC, Morgan Stanley, Bank Of America Corp /de/, Capital Investment Advisors, LLC, Capital Advisors Inc/ok, Venture Visionary Partners LLC, Raymond James Financial Inc, Sarver Vrooman Wealth Advisors, Wells Fargo & Company/mn, and Ameriprise Financial Inc .
iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF (ARCA:IBDW) 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 31, 2026 is 20,93 / share. Previously, on April 1, 2025, the share price was 20,71 / share. This represents an increase of 1,06% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
AI+ Ask Fintel’s AI assistant about iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF.
Select a question to share a public post with an AI-crafted answer.
Thinking of good questions…
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
for at låse premium-data op og eksportere til Excel 
.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-16 | 13F | Bank of New Hampshire | 53.990 | 4,55 | 1.142 | 4,20 | ||||
| 2026-01-15 | 13F | Archford Capital Strategies, LLC | 111.344 | 0,03 | 2.355 | -0,30 | ||||
| 2026-01-23 | 13F | Gilbert Capital Group, Inc. | 12.831 | 9,47 | 271 | 9,27 | ||||
| 2026-02-11 | 13F | Bradley & Co. Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Walleye Partners, LLC | 53.940 | 1.141 | ||||||
| 2026-02-17 | 13F | Greater Midwest Financial Group, LLC | 19.711 | -0,69 | 417 | -1,19 | ||||
| 2026-01-08 | 13F | Adirondack Trust Co | 155.301 | 15,39 | 3.283 | 15,00 | ||||
| 2026-03-02 | 13F | Cfo Capital Management Llc | 26.372 | 558 | ||||||
| 2026-01-26 | 13F | Sonata Capital Group Inc | 39.068 | 31,21 | 826 | |||||
| 2026-01-15 | 13F | McGlone Suttner Wealth Management, Inc. | 69.030 | 8,51 | 1.460 | 8,15 | ||||
| 2026-02-06 | 13F | Gradient Capital Advisors, LLC | 40.801 | 3,59 | 863 | 3,23 | ||||
| 2026-01-12 | 13F | RVW Wealth, LLC | 23.682 | 66,55 | 501 | 66,11 | ||||
| 2026-01-29 | 13F | Comerica Bank | 30.495 | 1,77 | 645 | 1,42 | ||||
| 2026-02-10 | 13F | Spinnaker Trust | 24.674 | 54,87 | 522 | 54,14 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 9.909 | 210 | ||||||
| 2026-02-06 | 13F | FourThought Financial Partners, LLC | 37.861 | 136,68 | 801 | 135,99 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 211.196 | -7,11 | 4.467 | -7,42 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 1.195 | 0,00 | 25 | 0,00 | ||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 52.736 | 4,90 | 1.115 | 4,60 | ||||
| 2026-01-09 | 13F | Montecito Bank & Trust | 47.104 | 43,60 | 996 | 43,10 | ||||
| 2026-01-20 | 13F | LifePlan Financial, LLC | 29.738 | 629 | ||||||
| 2026-02-04 | 13F | Naples Global Advisors, Llc | 52.295 | 17,60 | 1.106 | 17,29 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 83.979 | 7,28 | 1.776 | 6,92 | ||||
| 2026-01-27 | 13F | Summit Wealth Partners, LLC | 26.517 | 0,00 | 561 | -0,36 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 153.111 | 3.238 | ||||||
| 2026-02-05 | 13F | Beese Fulmer Investment Management, Inc. | 79.686 | 1.685 | ||||||
| 2026-02-17 | 13F | Hanover Advisors Inc | 10.905 | 231 | ||||||
| 2026-02-10 | 13F | Parkway Wealth Management Group, LLC | 437.705 | 9.257 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 70.466 | 5,71 | 1.490 | 5,37 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 235.169 | 18,03 | 4.974 | 17,62 | ||||
| 2026-02-23 | 13F | Mv Capital Management, Inc. | 781.212 | 11,02 | 16.523 | 11,60 | ||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 17.923 | 7,10 | 379 | 6,76 | ||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 71.817 | 11,47 | 1.523 | 11,50 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 20.420 | 432 | ||||||
| 2026-01-27 | 13F | Krilogy Financial LLC | 264.091 | 2,64 | 5.595 | 3,25 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 19.996 | 0,29 | 423 | -0,47 | ||||
| 2026-01-21 | 13F | Fulton Breakefield Broenniman Llc | 108.629 | 5,19 | 2.298 | 4,84 | ||||
| 2026-02-12 | 13F | Absolute Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | American Money Management, LLC | 21.001 | 0,00 | 444 | -0,22 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 36.285 | 1,35 | 767 | 1,05 | ||||
| 2026-02-17 | 13F | Minichmacgregor Wealth Management, Llc | 12.206 | 0,00 | 258 | -0,39 | ||||
| 2026-02-12 | 13F | Scotia Capital Inc. | 10.000 | 0,00 | 212 | -0,47 | ||||
| 2026-01-14 | 13F | Spire Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 599.772 | 12.685 | ||||||
| 2026-02-13 | 13F | Mariner, LLC | 605.938 | 586,55 | 12.816 | 584,56 | ||||
| 2026-01-12 | 13F | Sax Wealth Advisors, Llc | 23.357 | 14,03 | 494 | 13,82 | ||||
| 2026-01-27 | 13F | Breachway Investments LLC | 52.015 | 1.100 | ||||||
| 2025-10-21 | 13F | Vishria Bird Financial Group, LLC | 912.481 | 19.363 | ||||||
| 2026-02-10 | 13F | Redwood Financial Network Corp | 21.461 | 13,69 | 454 | 13,25 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 10.691 | -0,56 | 226 | -0,88 | ||||
| 2026-02-06 | 13F | Associated Banc-corp | 78.348 | 26,91 | 1.657 | 26,49 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 446.278 | 6,85 | 9 | 12,50 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 128.419 | 10,91 | 2.716 | 10,59 | ||||
| 2026-01-14 | 13F | Romano Brothers And Company | 45.525 | 189,80 | 963 | 188,89 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 1.995 | -7,81 | 42 | -6,67 | ||||
| 2025-10-09 | 13F | Pacifica Partners Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Commonwealth Financial Services, LLC | 426.879 | 3,43 | 9.028 | 3,09 | ||||
| 2026-01-05 | 13F | Noble Wealth Management PBC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Houlihan Financial Resource Group, Ltd. | 152.175 | 611,93 | 3.224 | 611,48 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 42.022 | 32,35 | 889 | 31,95 | ||||
| 2026-01-21 | 13F | Woodmont Investment Counsel Llc | 813.979 | 34,50 | 17.216 | 34,05 | ||||
| 2026-02-06 | 13F | Creative Financial Designs Inc /adv | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Quantum Financial Advisors, LLC | 115.552 | 5,39 | 2.444 | 5,03 | ||||
| 2026-01-21 | 13F | Jefferson Bridge Capital, LLC | 34.781 | 736 | ||||||
| 2026-01-14 | 13F | Praetorian Wealth Management, Inc. | 269.037 | 18,34 | 5.690 | 17,95 | ||||
| 2026-01-21 | 13F | Sowell Financial Services LLC | 38.629 | 95,32 | 817 | 94,99 | ||||
| 2026-03-12 | 13F | Winthrop Partners - Wny, Llc | 203.249 | 4.299 | ||||||
| 2026-02-02 | 13F | Madrid Wealth Management, LLC | 16.368 | 346 | ||||||
| 2026-02-02 | 13F | Truist Financial Corp | 404.394 | 3.648,55 | 8.553 | 3.650,88 | ||||
| 2026-02-17 | 13F | Evergreen Wealth Solutions, LLC | 14.950 | 0,00 | 316 | -0,32 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 72.058 | 370,51 | 1.524 | 370,37 | ||||
| 2026-02-13 | 13F | Venture Visionary Partners LLC | 2.640.751 | 7,07 | 56.337 | 7,64 | ||||
| 2026-01-29 | 13F | Segment Wealth Management, LLC | 91.635 | 1,13 | 1.938 | 0,83 | ||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 9.764 | 1,58 | 0 | |||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 538 | -41,46 | 11 | -42,11 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 1.195.846 | 5,20 | 25.292 | 4,85 | ||||
| 2026-01-20 | 13F | Mendota Financial Group, LLC | 9.222 | 0,00 | 195 | 0,00 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 4.182.426 | 14,88 | 88.458 | 14,50 | ||||
| 2026-01-07 | 13F | Harbor Investment Advisory, Llc | 3.065 | 0,00 | 65 | -1,54 | ||||
| 2025-11-10 | 13F | Frisch Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 67.950 | 77,20 | 1 | |||||
| 2026-02-06 | 13F | Van Hulzen Asset Management, LLC | 10.462 | 221 | ||||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 122.486 | 185,39 | 2.591 | 184,62 | ||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 164.290 | 0,42 | 3.475 | 0,09 | ||||
| 2026-02-10 | 13F | Guidance Point Advisors, LLC | 407.781 | 18,93 | 8.625 | 18,54 | ||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 67.646 | -2,39 | 1.431 | -2,72 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Private Trust Co Na | 1.638 | 26,98 | 35 | 25,93 | ||||
| 2026-01-16 | 13F | Evexia Wealth Llc | 29.178 | 619 | ||||||
| 2026-02-12 | 13F | Keeler THomas Management LLC | 224.777 | -0,09 | 4.754 | -0,42 | ||||
| 2026-02-11 | 13F | Motley Fool Wealth Management, LLC | 482.724 | -11,93 | 10.210 | -12,22 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 152.429 | 1,42 | 3.224 | 1,07 | ||||
| 2026-01-22 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 51.953 | -5,06 | 1.099 | -5,43 | ||||
| 2026-02-02 | 13F | Miracle Mile Advisors, LLC | 30.782 | 12,92 | 651 | 12,63 | ||||
| 2026-02-03 | 13F | Sigma Investment Counselors Inc | 1.753.685 | 3,73 | 37.090 | 3,39 | ||||
| 2026-02-12 | 13F | Howland Capital Management Llc | 403.267 | 27,52 | 8.529 | 27,11 | ||||
| 2026-01-27 | 13F | Probity Advisors, Inc. | 476.552 | 11,92 | 10.079 | 11,56 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 368.170 | 2,49 | 7.787 | 2,15 | ||||
| 2026-01-15 | 13F | Trust Co | 8.180 | 21,06 | 173 | 20,98 | ||||
| 2026-02-09 | 13F | Key FInancial Inc | 780 | 0,00 | 16 | 0,00 | ||||
| 2026-01-07 | 13F | DecisionMap Wealth Management, LLC | 30.372 | 17,22 | 642 | 16,94 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 387.461 | 34,82 | 8.195 | 34,37 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 1.320 | 0,00 | 0 | |||||
| 2026-02-12 | 13F | IFC & Insurance Marketing, Inc. | 121 | 0 | ||||||
| 2026-01-15 | 13F | Capital Advisors Inc/ok | 3.089.595 | 3,27 | 65.345 | 2,93 | ||||
| 2026-01-15 | 13F | Ironwood Financial, llc | 545.326 | 10,50 | 11.528 | 10,08 | ||||
| 2026-01-21 | 13F | Seascape Capital Management | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Princeton Global Asset Management LLC | 8.257 | -21,82 | 175 | -22,32 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Creative Planning | 46.643 | -0,77 | 986 | -1,10 | ||||
| 2026-01-28 | 13F | Members Wealth Llc | 41.879 | 22,98 | 887 | 22,85 | ||||
| 2026-01-28 | 13F | Accretive Wealth Partners, LLC | 12.265 | 0,00 | 259 | -0,38 | ||||
| 2026-02-03 | 13F | Koshinski Asset Management, Inc. | 9.775 | 207 | ||||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 44.604 | 15,02 | 943 | 14,72 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 105.593 | 924,48 | 2.233 | 924,31 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | Fort Washington Investment Advisors Inc /oh/ | 30.036 | 40,70 | 635 | 40,49 | ||||
| 2026-01-29 | 13F | First Interstate Bank | 15.631 | 0,00 | 331 | -0,30 | ||||
| 2026-01-14 | 13F | Johnson Bixby & Associates, LLC | 11.725 | 11,16 | 248 | 10,76 | ||||
| 2026-02-13 | 13F | Fortis Capital Management LLC | 18.796 | -5,77 | 398 | -6,15 | ||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 29.344 | 57,84 | 621 | 57,36 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 24.225 | 34,08 | 512 | 33,68 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 1.654 | -58,46 | 35 | -59,52 | ||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 14.073 | -4,78 | 298 | -5,11 | ||||
| 2026-01-15 | 13F | 4J Wealth Management LLC | 22.260 | 132,85 | 471 | 132,67 | ||||
| 2026-01-29 | 13F | Resonant Capital Advisors, LLC | 41.023 | 25,44 | 868 | 25,11 | ||||
| 2026-01-29 | 13F | Camelot Portfolios, LLC | 58.941 | -14,27 | 1.247 | -14,54 | ||||
| 2026-02-13 | 13F | 10Elms LLP | 22.200 | 8,82 | 470 | 8,56 | ||||
| 2026-02-17 | 13F | Stokes Family Office, LLC | 24.730 | 0,00 | 523 | -0,19 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 848.823 | 5,96 | 17.953 | 5,61 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 217.097 | -32,59 | 4.592 | -32,81 | ||||
| 2026-02-09 | 13F | First National Trust Co | 321.951 | 32,80 | 6.809 | 32,37 | ||||
| 2026-01-30 | 13F | Wealthstar Advisors, Llc | 109.499 | 4,21 | 2.316 | 3,86 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 32.581 | 0,00 | 689 | -0,29 | ||||
| 2026-03-12 | 13F | Farmers National Bank | 44.065 | 1,67 | 932 | 1,31 | ||||
| 2026-01-22 | 13F | Newman Dignan & Sheerar, Inc. | 47.908 | 16,95 | 1.013 | 16,57 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 222.799 | 69,56 | 4.712 | 69,37 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 286.923 | 6,78 | 6.068 | 6,42 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 746.146 | 8,40 | 15.781 | 8,96 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 1.826.496 | 5,01 | 38.630 | 4,66 | ||||
| 2026-01-22 | 13F | Maseco Llp | 960 | 20 | ||||||
| 2026-02-06 | 13F | Addison Advisors LLC | 15.400 | 0,00 | 326 | -0,31 | ||||
| 2026-02-17 | 13F | Hancock Whitney Corp | 274.748 | 0,39 | 5.811 | 0,05 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 98.140 | 460,29 | 2.076 | 459,30 | ||||
| 2026-02-17 | 13F | Hyposwiss Advisors SA | 12.095 | 256 | ||||||
| 2026-02-12 | 13F | BlackRock, Inc. | 62 | 0,00 | 1 | 0,00 | ||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 34.425 | 21,41 | 728 | 21,13 | ||||
| 2025-10-08 | 13F | Beacon Financial Group | 63.462 | 32,61 | 1.347 | 33,80 | ||||
| 2026-01-20 | 13F | Moseley Investment Management Inc | 331.601 | 3,81 | 7.013 | 3,47 | ||||
| 2026-01-26 | 13F | Phillips Financial Management, Llc | 1.274 | 0,00 | 27 | -3,70 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 11.928 | 1,19 | 253 | 0,40 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 2.218.379 | 6,82 | 46.774 | 6,05 | ||||
| 2026-01-20 | 13F | Whalen Wealth Management Inc. | 161.499 | 3.416 | ||||||
| 2026-02-12 | 13F | Bank of Jackson Hole Trust | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Great Diamond Partners, LLC | 14.457 | 306 | ||||||
| 2026-02-12 | 13F | Lbmc Investment Advisors, Llc | 81.867 | 0,10 | 1.731 | -0,23 | ||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 188 | 1,62 | 0 | |||||
| 2026-02-17 | 13F/A | Kovack Advisors, Inc. | 18.698 | 395 | ||||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 81.474 | 41,09 | 1.723 | 40,88 | ||||
| 2025-10-24 | 13F | We Are One Seven, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-15 | 13F | Brookstone Capital Management | 17.994 | 4,59 | 381 | 4,11 | ||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 6.291 | 19,87 | 133 | 19,82 | ||||
| 2026-01-21 | 13F | Nestegg Advisors, Inc. | 26.777 | 1,50 | 566 | 1,25 | ||||
| 2026-02-09 | 13F | Twin Cities Retirement Group LLC | 22.881 | 484 | ||||||
| 2026-02-11 | 13F | Stonebrook Private Inc. | 110.859 | 2.345 | ||||||
| 2026-01-13 | 13F | Capital Investment Advisors, LLC | 3.647.613 | 7,12 | 77.147 | 6,77 | ||||
| 2026-02-12 | 13F | Cowa, Llc | 311.649 | 71,19 | 6.181 | 60,01 | ||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 63.185 | 19,11 | 1.336 | 18,76 | ||||
| 2026-02-06 | 13F | Banque Cantonale Vaudoise | 7.160 | -7,28 | 151 | |||||
| 2026-01-30 | 13F | Laurel Wealth Advisors LLC | 62.505 | 71,01 | 1.322 | 70,45 | ||||
| 2026-01-21 | 13F | Leo Wealth, LLC | 44.735 | 0,17 | 946 | -0,11 | ||||
| 2026-02-11 | 13F | Hamel Associates, Inc. | 84.955 | 1.797 | ||||||
| 2026-01-29 | 13F | Klingman & Associates, LLC | 1.580.348 | 11,30 | 33.424 | 10,93 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 186.202 | 13,55 | 3.938 | 13,19 | ||||
| 2026-02-17 | 13F | Envision Financial Planning, LLC | 611.456 | -27,72 | 12.932 | -27,96 | ||||
| 2026-01-22 | 13F | Yoder Wealth Management, Inc. | 32.715 | 38,62 | 692 | 38,20 | ||||
| 2026-02-09 | 13F | Summitry Llc | 1.549.157 | 2,35 | 32.765 | 2,01 | ||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 79.243 | 104,92 | 1.676 | 104,27 | ||||
| 2026-02-09 | 13F | Sterling Investment Advisors, Ltd. | 19.385 | 25,19 | 410 | 24,70 | ||||
| 2026-02-24 | 13F | MidFirst Bank | 4.353 | 92 | ||||||
| 2026-02-04 | 13F | Gratus Wealth Advisors, LLC | 12.693 | 0,00 | 268 | -0,37 | ||||
| 2026-01-05 | 13F | Park Avenue Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Leavell Investment Management, Inc. | 19.615 | 10,66 | 415 | 10,11 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Paradigm, Strategies in Wealth Management, LLC | 62.609 | -10,57 | 1.324 | -10,84 | ||||
| 2025-10-14 | 13F | Confluence Investment Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Morgan Stanley | 4.676.640 | 15,97 | 98.911 | 15,59 | ||||
| 2026-02-17 | 13F | Peloton Wealth Strategists | 246.350 | 22,35 | 5 | 25,00 | ||||
| 2026-01-29 | 13F | Simon Quick Advisors, Llc | 17.387 | 0,00 | 368 | -0,27 | ||||
| 2026-02-11 | 13F | Dorsey & Whitney Trust CO LLC | 25.000 | 0,00 | 529 | -0,38 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 712.060 | 1,72 | 15.096 | 1,62 | ||||
| 2026-02-10 | 13F | Sarver Vrooman Wealth Advisors | 2.316.263 | 6,26 | 48.989 | 5,91 | ||||
| 2026-01-28 | 13F | Barrett & Company, Inc. | 2.190 | -67,48 | 46 | -66,91 | ||||
| 2026-02-09 | 13F | Glenview Trust Co | 302.427 | 24,31 | 6.396 | 23,91 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 22.681 | 480 | ||||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 2.283.858 | 8,77 | 48.304 | 8,41 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 599.033 | 17,51 | 12.670 | 17,13 | ||||
| 2025-10-24 | 13F | Hemington Wealth Management | 1.104 | 0,00 | 0 | |||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 5.567 | -7,42 | 118 | -7,87 | ||||
| 2026-02-12 | 13F | Godshalk Welsh Capital Management, Inc. | 19.050 | 403 | ||||||
| 2026-01-05 | 13F | Michael S. Ryan, Inc. | 127.639 | -0,53 | 2.700 | -0,88 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 2.541.030 | 34,54 | 53.743 | 34,09 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 170.077 | 22,07 | 4 | 50,00 | ||||
| 2026-01-29 | 13F | Advisors Capital Management, LLC | 1.664.118 | 5,76 | 35.196 | 5,42 | ||||
| 2026-01-21 | 13F | Wilkins Miller Wealth Management, LLC | 216.372 | -0,77 | 4.576 | -1,10 | ||||
| 2025-11-03 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 105.796 | -43,61 | 2.238 | -43,81 | ||||
| 2026-02-12 | 13F | Reliant Wealth Planning | 13.497 | 21,18 | 285 | 20,76 | ||||
| 2026-02-05 | 13F | Cornerstone Wealth Management, LLC | 15.497 | 328 | ||||||
| 2026-02-03 | 13F | Cheviot Value Management, LLC | 280.289 | 6,47 | 5.937 | 5,68 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 126 | -99,96 | 3 | -99,97 | ||||
| 2026-01-23 | 13F | Lincoln Capital Corp | 11.863 | -12,35 | 251 | -12,89 | ||||
| 2026-01-29 | 13F | UBS Group AG | 1.665.198 | 16,62 | 35.219 | 16,23 | ||||
| 2026-01-29 | 13F | 4Thought Financial Group Inc. | 245.470 | 4,92 | 5.192 | 4,57 | ||||
| 2026-02-17 | 13F | Boreal Capital Management LLC | 0 | 85 | 0,00 | |||||
| 2026-01-30 | 13F | United Community Bank | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 7.260.585 | 5,47 | 153.561 | 5,12 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 5.779 | 0,00 | 122 | 0,00 | ||||
| 2026-01-21 | 13F | NovaPoint Capital, LLC | 64.305 | 11,90 | 1.360 | 11,57 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 332.282 | 34,21 | 7.028 | 33,77 | ||||
| 2026-02-03 | 13F | Bokf, Na | 3.250 | 69 | ||||||
| 2026-02-11 | 13F | CNB Bank | 3.761 | -38,35 | 80 | -38,76 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 836 | 30,02 | 18 | 30,77 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 1.941.124 | 1.686,55 | 41.055 | 1.681,08 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 56.938 | 1 | ||||||
| 2026-02-04 | 13F | MONECO Advisors, LLC | 32.501 | 17,37 | 687 | 17,04 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 132.108 | 0,20 | 2.794 | -0,11 | ||||
| 2026-01-21 | 13F | Beaumont Asset Management, L.L.C. | 202.120 | 188,99 | 4.275 | 188,01 | ||||
| 2026-02-04 | 13F | Drive Wealth Management, Llc | 74.733 | -8,51 | 1.581 | -8,83 | ||||
| 2026-01-27 | 13F | Penobscot Investment Management Company, Inc. | 60.765 | 10,99 | 1.285 | 10,68 | ||||
| 2026-02-02 | 13F | CENTRAL TRUST Co | 121.016 | 399,69 | 2.559 | 398,83 | ||||
| 2025-10-28 | 13F | Ritholtz Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Rossmore Private Capital | 149.058 | 54,88 | 3.153 | 54,36 | ||||
| 2026-02-13 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 236.761 | 5.008 | ||||||
| 2026-01-28 | 13F | REDW Wealth LLC | 78.939 | -1,61 | 1.670 | -1,94 | ||||
| 2026-01-23 | 13F | Nbt Bank N A /ny | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 1.211.230 | 39,18 | 25.618 | 38,72 | ||||
| 2026-01-14 | 13F | Chesley Taft & Associates LLC | 79.700 | 5,28 | 1.686 | 4,92 | ||||
| 2026-02-06 | 13F | Wrapmanager Inc | 90.604 | -18,31 | 1.916 | -18,57 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 20.081 | 28,94 | 425 | 28,48 | ||||
| 2026-02-06 | 13F | Baron Silver Stevens Financial Advisors, Llc | 33.186 | 0,00 | 702 | -0,43 | ||||
| 2026-02-11 | 13F | Lyell Wealth Management, Lp | 332.277 | 16,14 | 7.028 | 15,77 | ||||
| 2026-01-07 | 13F | Precedent Wealth Partners, Llc | 163.647 | 6,35 | 3.461 | 6,00 | ||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 3.750 | 0,00 | 79 | 0,00 | ||||
| 2026-01-08 | 13F | Gryphon Financial Partners LLC | 22.658 | -0,29 | 479 | -0,62 | ||||
| 2026-01-27 | 13F | Foundation Wealth Management, LLC | 14.285 | 302 | ||||||
| 2026-02-02 | 13F | Ellis Investment Partners, LLC | 20.261 | 429 | ||||||
| 2026-02-10 | 13F | Kesler, Norman & Wride, LLC | 11.908 | 0,00 | 252 | 3,72 | ||||
| 2026-01-26 | 13F | Provenance Wealth Advisors, LLC | 2.433 | -81,42 | 51 | -81,59 | ||||
| 2026-02-13 | 13F | STAR Financial Bank | 9.606 | -3,41 | 203 | -3,79 | ||||
| 2026-02-13 | 13F | Jacobi Capital Management LLC | 34.711 | 14,99 | 734 | 14,69 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 211.111 | 4.465 | ||||||
| 2026-02-04 | 13F | Nwam Llc | 11.103 | 1,11 | 235 | 0,43 | ||||
| 2026-02-05 | 13F | Arrow Financial Corp | 703.778 | 4,16 | 14.885 | 3,81 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 711 | 1,57 | 15 | 7,14 | ||||
| 2026-02-17 | 13F | Fmr Llc | 4.351 | 92 | ||||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 53 | 0,00 | 1 | 0,00 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 621.344 | 0,25 | 13.142 | -0,08 | ||||
| 2026-04-01 | 13F | Signature Wealth Management Group | 210.521 | -0,28 | 4.406 | -1,30 | ||||
| 2026-01-21 | 13F | Crews Bank & Trust | 25.990 | 47,67 | 550 | 47,18 | ||||
| 2026-01-08 | 13F | Sound View Wealth Advisors Group, LLC | 1.119.214 | 17,31 | 23.671 | 16,92 | ||||
| 2026-01-22 | 13F | Lee Financial Co | 20.000 | 0,00 | 423 | -0,24 | ||||
| 2026-01-12 | 13F | Roble, Belko & Company, Inc | 20.992 | 0,00 | 0 | |||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 0 | -100,00 | 0 | |||||
| 2026-01-05 | 13F | Garrett Investment Advisors LLC | 30.382 | -7,41 | 643 | -7,76 | ||||
| 2026-01-27 | 13F | Journey Advisory Group, LLC | 11.800 | 250 | ||||||
| 2026-02-11 | 13F | Dearborn Partners Llc | 9.723 | 206 | ||||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 1.949.023 | 48,99 | 41.221 | 48,49 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 853.136 | 6,65 | 18.044 | 112.668,75 | ||||
| 2026-02-02 | 13F | Oppenheimer & Co Inc | 47.247 | 6,24 | 999 | 5,94 | ||||
| 2026-02-06 | 13F | Little House Capital Llc | 50.967 | -8,52 | 1.078 | -8,88 | ||||
| 2026-01-14 | 13F | Mb, Levis & Associates, Llc | 650.494 | 1,57 | 13.758 | 1,24 | ||||
| 2026-02-05 | 13F | Passive Capital Management, LLC. | 15.719 | 3,91 | 332 | 3,43 | ||||
| 2026-01-07 | 13F | Gilbert & Cook, Inc. | 46.743 | 989 | ||||||
| 2026-01-22 | 13F | Granite Harbor Advisors, Inc. | 11.544 | -72,92 | 244 | -73,01 | ||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 73.782 | 0,00 | 1.560 | -0,32 | ||||
| 2026-02-09 | 13F | Koesten, Hirschmann & Crabtree, INC. | 32.777 | 0,85 | 693 | 0,58 | ||||
| 2026-02-11 | 13F | XML Financial, LLC | 19.142 | 55,03 | 405 | 54,20 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 140.129 | 6,11 | 2.964 | 5,75 |
