Grundlæggende statistik
| Institutionelle ejere | 383 total, 383 long only, 0 short only, 0 long/short - change of 8,47% MRQ |
| Gennemsnitlig porteføljeallokering | 0.1464 % - change of -9,60% MRQ |
| Institutionelle aktier (lange) | 29.185.924 (ex 13D/G) - change of 1,04MM shares 3,69% MRQ |
| Institutionel værdi (lang) | $ 1.506.407 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares U.S. Infrastructure ETF (US:IFRA) har 383 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 29,185,924 aktier. Største aktionærer omfatter Bank Of America Corp /de/, Morgan Stanley, Wharton Business Group, LLC, LPL Financial LLC, Mariner, LLC, Raymond James Financial Inc, Hsbc Holdings Plc, Cetera Investment Advisers, Northwestern Mutual Wealth Management Co, and Advisor Group Holdings, Inc. .
iShares Trust - iShares U.S. Infrastructure ETF (BATS:IFRA) 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 20, 2026 is 55,20 / share. Previously, on March 24, 2025, the share price was 46,19 / share. This represents an increase of 19,51% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-18 | 13F | Caitlin John, LLC | 13 | 0,00 | 1 | |||||
| 2026-01-07 | 13F | Corsicana & Co. | 346 | 0,00 | 18 | 0,00 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 8.063 | -5,11 | 0 | |||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 31.926 | -1,42 | 1.680 | -1,81 | ||||
| 2025-10-31 | 13F | Emergent Wealth Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-09 | 13F | Silverlake Wealth Management Llc | 39.035 | -2,21 | 2.054 | -2,56 | ||||
| 2026-02-10 | 13F | Meramec Financial Planners, LLC | 12 | 1 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 3.077 | 28,64 | 162 | 27,78 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 3.212 | 169 | ||||||
| 2026-01-22 | 13F | TSA Wealth Managment LLC | 7.208 | -6,92 | 379 | -7,33 | ||||
| 2025-11-03 | 13F | Tidemark, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 7.682 | 18,99 | 404 | 18,48 | ||||
| 2025-10-24 | 13F | ORG Partners LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 7.030 | 11,59 | 370 | 11,14 | ||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 1.300 | 68 | ||||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 7.218 | -10,64 | 380 | -11,03 | ||||
| 2026-01-13 | 13F | Sharkey, Howes & Javer | 5.250 | 0,00 | 276 | -0,36 | ||||
| 2026-02-04 | 13F | Money Concepts Capital Corp | 40.189 | -2,40 | 2.115 | -2,76 | ||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 15.744 | 4,38 | 828 | 4,02 | ||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 4.583 | -7,10 | 242 | 0,00 | ||||
| 2026-01-27 | 13F | Evergreen Capital Management Llc | 297.933 | 0,34 | 15.677 | -0,04 | ||||
| 2026-03-03 | 13F | EJMK Ventures LLC | 11.750 | 618 | ||||||
| 2026-02-12 | 13F | Haven Private, LLC | 129.638 | -1,09 | 6.822 | -1,46 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 9.418 | -5,85 | 496 | -7,48 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 370.841 | -0,69 | 19.514 | -1,06 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 6.029 | 0,05 | 317 | -0,31 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 226.384 | -24,14 | 11.912 | -24,43 | ||||
| 2025-11-06 | 13F | IMA Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 166 | -6,21 | 9 | -11,11 | ||||
| 2026-01-26 | 13F | Roman Butler Fullerton & Co | 6.128 | 349 | ||||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 1.107 | 0,54 | 62 | 8,77 | ||||
| 2026-02-03 | 13F/A | Mount Yale Investment Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 1.381 | 0,00 | 73 | 0,00 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 27.770 | 44,42 | 1.461 | 43,94 | ||||
| 2025-10-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Sheets Smith Wealth Management | 6.998 | -9,84 | 368 | -10,02 | ||||
| 2026-02-04 | 13F | Liberty Wealth Management Llc | 25.784 | -1,81 | 1.357 | -2,24 | ||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 25 | 1 | ||||||
| 2026-02-11 | 13F | Invst, LLC | 4.684 | 22,17 | 246 | 21,78 | ||||
| 2026-02-05 | 13F | BG Investment Services, Inc. | 40.860 | -0,71 | 2.150 | -1,06 | ||||
| 2026-02-12 | 13F | Concorde Asset Management, LLC | 6.525 | 1,81 | 343 | 2,08 | ||||
| 2026-02-10 | 13F | Essex Financial Services, Inc. | 6.381 | 0,28 | 336 | -0,30 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 145.079 | 7,10 | 7.635 | 6,69 | ||||
| 2026-01-26 | 13F | Whittier Trust Co Of Nevada Inc | 431 | 0,00 | 23 | 4,55 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 1.539 | 81 | ||||||
| 2026-02-11 | 13F | Hilton Head Capital Partners, LLC | 30 | 2 | ||||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 280.897 | -10,05 | 14.781 | -10,39 | ||||
| 2026-02-04 | 13F | Brio Consultants, LLC | 188.282 | 2,80 | 9.907 | 2,42 | ||||
| 2026-02-12 | 13F | Mosley Wealth Management | 6.679 | -49,14 | 358 | -42,42 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 903 | 0,33 | 48 | 0,00 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 383.933 | -2,22 | 20.203 | -2,59 | ||||
| 2026-02-10 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2 | -33,33 | 0 | |||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 120.178 | 14,57 | 6 | 20,00 | ||||
| 2026-02-17 | 13F | Gotham Asset Management, LLC | 8.770 | 113,64 | 461 | 113,43 | ||||
| 2026-01-27 | 13F | Duncker Streett & Co Inc | 13 | 0,00 | 1 | |||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 11.631 | 4,47 | 612 | 4,08 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 15.850 | -18,52 | 834 | -18,79 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 4.464 | 235 | ||||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | KPP Advisory Services LLC | 15.715 | -10,89 | 827 | -11,28 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 5.783 | 40,64 | 304 | 40,09 | ||||
| 2026-02-05 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 10.000 | 0,00 | 526 | -0,19 | ||||
| 2026-02-13 | 13F | Pacific Center for Financial Services | 293 | 0,00 | 15 | 0,00 | ||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 9.837 | 0,30 | 518 | -0,19 | ||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 35.113 | 2 | ||||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 116.078 | 1,21 | 6 | 0,00 | ||||
| 2026-02-03 | 13F | Sound Financial Strategies Group, LLC | 24.911 | 0,04 | 1.311 | -0,38 | ||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 177 | -40,60 | 9 | -40,00 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 38 | 0,00 | 2 | 0,00 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Journey Strategic Wealth Llc | 4.957 | -24,79 | 261 | -25,29 | ||||
| 2026-01-28 | 13F | Kingswood Wealth Advisors, Llc | 4.316 | -23,34 | 227 | -23,57 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 2.808 | -77,31 | 148 | -77,49 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 138.847 | 6,23 | 7.306 | 5,82 | ||||
| 2026-01-27 | 13F | WealthCollab, LLC | 25 | 1 | ||||||
| 2026-01-26 | 13F | West Wealth Group, LLC | 4.889 | -4,01 | 257 | -5,86 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 24.991 | 5,45 | 1.417 | 13,83 | ||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 8.371 | -1,67 | 440 | -2,00 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Front Row Advisors LLC | 3.047 | 0,00 | 160 | 0,00 | ||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 1.538 | 157,19 | 81 | 158,06 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 9.194 | -4,87 | 488 | -4,31 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 1.149.312 | 7,99 | 60.477 | 7,58 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 1.198 | 0,00 | 63 | 0,00 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 3.944 | -36,64 | 208 | -36,89 | ||||
| 2026-01-07 | 13F | Magnus Financial Group LLC | 5.479 | 0,00 | 288 | -0,35 | ||||
| 2026-02-17 | 13F/A | Kovack Advisors, Inc. | 19.367 | 1.019 | ||||||
| 2026-01-13 | 13F | Mather Group, Llc. | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | Asempa Wealth Advisors | 5.866 | 309 | ||||||
| 2026-02-10 | 13F | Alpha Financial Partners, LLC | 36.873 | 5,80 | 1.940 | 5,43 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 246 | 13 | ||||||
| 2026-02-05 | 13F | Bessemer Group Inc | 283 | -46,20 | 0 | |||||
| 2026-02-03 | 13F | Detalus Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 78 | 4 | ||||||
| 2026-01-09 | 13F | First Heartland Consultants, Inc. | 11.024 | -2,10 | 580 | -2,36 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 794.220 | 73,57 | 41.792 | 72,92 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 8.584 | 28,87 | 452 | 29,23 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 1.155 | 1.021,36 | 61 | 1.100,00 | ||||
| 2026-01-22 | 13F | Maseco Llp | 29 | 2 | ||||||
| 2026-02-09 | 13F | Allen Capital Group, LLC | 10.560 | 0,00 | 556 | -0,36 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 16.924 | 1,53 | 891 | 1,14 | ||||
| 2026-01-22 | 13F | Triad Wealth Partners, LLC | 9.842 | 518 | ||||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 28.164 | -0,25 | 1.482 | -0,67 | ||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 16.591 | 0,30 | 873 | 0,00 | ||||
| 2026-03-13 | 13F | Lane Brothers & Co Inc | 70.763 | 3.724 | ||||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 1.525 | 52,50 | 80 | 53,85 | ||||
| 2025-10-24 | 13F | World Equity Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-09-26 | 13F | Capital A Wealth Management, LLC | 133 | 177,08 | 5 | 150,00 | ||||
| 2026-01-05 | 13F | Park Avenue Securities Llc | 17.360 | -0,12 | 1 | |||||
| 2026-02-02 | 13F | Principal Financial Group Inc | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | Grove Bank & Trust | 2.000 | 0,00 | 105 | 0,00 | ||||
| 2026-01-27 | 13F | Horst & Graben Wealth Management LLC | 6.270 | -0,27 | 330 | -0,90 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 42.606 | 0,93 | 2.242 | 0,54 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 8.846 | 30,28 | 465 | 29,89 | ||||
| 2026-01-15 | 13F | Bernard Wealth Management Corp. | 3 | 0,00 | 0 | |||||
| 2026-01-20 | 13F | SOA Wealth Advisors, LLC. | 2.771 | 0,58 | 146 | 0,00 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Hibernia Wealth Partners, LLC | 11.859 | 624 | ||||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 8.093 | -6,79 | 426 | -7,21 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 342.822 | 12,28 | 18.032 | 11,78 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 13.680 | 2,55 | 720 | 2,13 | ||||
| 2026-01-23 | 13F | Patriot Investment Management Inc. | 4.596 | 0,04 | 242 | -0,41 | ||||
| 2026-01-27 | 13F | Werba Rubin Papier Wealth Management | 15.432 | 0,25 | 812 | -0,12 | ||||
| 2026-02-13 | 13F | Van Eck Associates Corp | 110.077 | 6 | ||||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 10.406 | -29,90 | 548 | -30,23 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 1.367 | 72 | ||||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 901 | -2,07 | 0 | |||||
| 2026-02-02 | 13F | CENTRAL TRUST Co | 10.560 | 0,00 | 556 | -0,36 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 161 | 0,62 | 8 | 0,00 | ||||
| 2026-01-15 | 13F | Sage Capital Management, LLC | 11.007 | 0,15 | 579 | -0,17 | ||||
| 2026-02-03 | 13F | Liberty Atlantic Advisors LLC | 3.978 | 209 | ||||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 7.055 | 0,01 | 371 | -0,27 | ||||
| 2026-02-06 | 13F | Creative Financial Designs Inc /adv | 1.155 | 0,35 | 61 | 0,00 | ||||
| 2026-01-26 | 13F | Consilium Wealth Advisory, LLC | 76.298 | 2,38 | 4.015 | 1,98 | ||||
| 2026-02-17 | 13F | Donalies Financial Planning, LLC | 4.858 | 256 | ||||||
| 2026-01-20 | 13F | Sovran Advisors, LLC | 16.666 | 1,28 | 943 | 8,78 | ||||
| 2026-02-09 | 13F | Firestone Capital Management | 4.064 | 0,00 | 214 | -0,47 | ||||
| 2026-01-29 | 13F | UBS Group AG | 328.709 | 0,90 | 17.297 | 0,51 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 156.057 | 4,31 | 8.212 | 3,91 | ||||
| 2026-01-09 | 13F | 180 Wealth Advisors, Llc | 8.612 | 11,82 | 453 | 11,58 | ||||
| 2026-01-29 | 13F | Midwest Capital Advisors, LLC | 2.441 | -2,55 | 128 | -3,03 | ||||
| 2026-01-21 | 13F | Mainstream Capital Management LLC | 6.472 | -9,14 | 341 | -9,57 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 2.579 | 0,47 | 136 | 0,00 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 483.634 | 3,15 | 25.449 | 2,76 | ||||
| 2026-02-23 | 13F | Forthright Family Wealth Advisory LLC | 50.111 | 5,18 | 2.637 | 4,77 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 111.980 | -1,86 | 5.892 | -2,24 | ||||
| 2026-01-28 | 13F | Glassman Wealth Services | 587 | 31 | ||||||
| 2026-01-29 | 13F | Simon Quick Advisors, Llc | 32.418 | -1,91 | 1.706 | -2,29 | ||||
| 2026-01-07 | 13F | Harbor Investment Advisory, Llc | 6.601 | 2,20 | 347 | 1,76 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 10 | 0,00 | 1 | |||||
| 2026-01-15 | 13F | Paller Financial Services Inc | 62.899 | 3.310 | ||||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 481.335 | 16,17 | 25.335 | 16,50 | ||||
| 2026-01-27 | 13F | Silver Coast Investments LLC | 63.978 | 0,49 | 3.367 | 0,12 | ||||
| 2026-02-11 | 13F | Commonwealth Retirement Investments LLC | 9 | 0 | ||||||
| 2026-01-26 | 13F | Quadrant Private Wealth Management, LLC | 6.440 | 0,05 | 339 | -0,29 | ||||
| 2026-01-26 | 13F | Moss Adams Wealth Advisors LLC | 13.254 | 0,00 | 697 | -0,43 | ||||
| 2026-02-12 | 13F | JT Stratford LLC | 17.829 | -3,48 | 938 | -3,79 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 2.029.036 | -0,21 | 106.768 | -0,59 | ||||
| 2026-02-02 | 13F | One Wealth Advisors, LLC | 6.378 | -16,57 | 336 | -16,87 | ||||
| 2026-01-07 | 13F | Everpar Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-03-03 | 13F | NWF Advisory Services Inc. | 16.145 | -11,86 | 850 | -12,20 | ||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 9.947 | 12,55 | 523 | 12,23 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 12.374 | -17,56 | 651 | -17,80 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 705.162 | 33,66 | 37.106 | 33,16 | ||||
| 2026-02-17 | 13F | Imprint Wealth LLC | 12 | -50,00 | 1 | -100,00 | ||||
| 2026-01-21 | 13F | BIP Wealth, LLC | 7.054 | 0,00 | 371 | -0,27 | ||||
| 2026-01-22 | 13F | Apollon Wealth Management, LLC | 11.701 | -1,52 | 616 | -1,91 | ||||
| 2026-01-12 | 13F | Client 1st Advisory Group, Llc | 33.273 | 7,34 | 1.751 | 6,90 | ||||
| 2026-01-30 | 13F | Wealth Management Resources, Inc. | 4.269 | -35,86 | 225 | -36,18 | ||||
| 2026-01-30 | 13F | Activest Wealth Management | 640 | 0,00 | 34 | 0,00 | ||||
| 2026-02-03 | 13F | LaFleur & Godfrey LLC | 4.905 | 9,12 | 258 | 8,86 | ||||
| 2026-01-28 | 13F | Schmidt P J Investment Management Inc | 4.723 | -8,02 | 249 | -8,49 | ||||
| 2026-02-02 | 13F | Balentine LLC | 409 | 0,00 | 22 | 0,00 | ||||
| 2026-01-07 | 13F | Sovereign Financial Group, Inc. | 5.639 | -3,77 | 297 | -4,21 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 38.238 | 1,31 | 2.012 | 0,95 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 394 | 21 | ||||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 23.549 | 28,20 | 1.239 | 27,73 | ||||
| 2026-01-16 | 13F | Herbst Group, Llc | 22.142 | 1.165 | ||||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 64.669 | 7,18 | 3.403 | 6,75 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 1 | 0,00 | 0 | |||||
| 2026-01-26 | 13F | American Wealth Advisors, LLC | 13 | 0,00 | 1 | |||||
| 2026-01-15 | 13F | Lewis Asset Management, LLC | 3.812 | 201 | ||||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 4.729 | -2,03 | 249 | -2,36 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 1.373 | -5,70 | 72 | -5,26 | ||||
| 2026-02-10 | 13F | CFS Investment Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | JNBA Financial Advisors | 220 | 0,46 | 12 | 0,00 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 536 | 28 | ||||||
| 2026-02-05 | 13F | Proactive Wealth Strategies LLC | 4.933 | 0,57 | 260 | 0,00 | ||||
| 2026-01-27 | 13F | Fortitude Financial, LLC | 4.099 | 216 | ||||||
| 2026-02-10 | 13F | Yukon Wealth Management, Inc. | 4.403 | -17,78 | 255 | -9,93 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 20.144 | -5,86 | 1.060 | -6,28 | ||||
| 2026-01-14 | 13F | Spire Wealth Management | 3.474 | -8,39 | 183 | -9,00 | ||||
| 2026-01-30 | 13F | Urban Wealth Management, LLC | 39.830 | 35,17 | 2.096 | 108,87 | ||||
| 2026-02-11 | 13F | Wharton Business Group, LLC | 1.714.900 | -0,01 | 90.238 | -0,39 | ||||
| 2026-01-08 | 13F | Versant Capital Management, Inc | 113 | 0,00 | 6 | 0,00 | ||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5.353 | -1,04 | 282 | -1,40 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 27.111 | 30,76 | 1.427 | 30,23 | ||||
| 2026-02-09 | 13F | Clune & Associates, Ltd. | 13.979 | 9,07 | 736 | 8,73 | ||||
| 2026-02-13 | 13F | Sumitomo Life Insurance Co | 196.700 | 161,57 | 10.350 | 160,57 | ||||
| 2026-01-22 | 13F | City Holding Co | 115 | 0,00 | 6 | 0,00 | ||||
| 2026-02-13 | 13F | Maia Wealth LLC | 16.274 | -6,22 | 969 | 6,13 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 1.025.850 | 5,60 | 53.980 | 5,20 | ||||
| 2026-01-07 | 13F | Aventura Private Wealth, LLC | 532 | 0,00 | 28 | -3,57 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 10.549 | 2,93 | 555 | 2,59 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 9.500 | -1,09 | 500 | -1,58 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 405.882 | 7,34 | 21.358 | 6,93 | ||||
| 2026-01-20 | 13F | Toth Financial Advisory Corp | 148 | -62,72 | 8 | -65,00 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 4.082 | 215 | ||||||
| 2026-01-27 | 13F | First Horizon Corp | 4.099 | 0,00 | 216 | -0,46 | ||||
| 2026-02-13 | 13F | Cladis Investment Advisory, LLC | 4.300 | 226 | ||||||
| 2026-01-08 | 13F | Armstrong Advisory Group, Inc | 3.132 | 0,00 | 165 | -0,61 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 6.706 | 6,09 | 353 | 5,71 | ||||
| 2026-01-29 | 13F | Comerica Bank | 18.448 | -23,78 | 971 | -24,10 | ||||
| 2026-02-10 | 13F | Evolution Wealth Management Inc. | 7.366 | 65,16 | 388 | 64,68 | ||||
| 2026-02-10 | 13F | REAP Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Cascade Financial Partners, LLC | 16.159 | 0,00 | 850 | -0,35 | ||||
| 2026-02-13 | 13F | Clifford Group, LLC | 11.722 | 4,14 | 617 | 3,70 | ||||
| 2025-11-12 | 13F | Angeles Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Global Trust Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-20 | 13F | Wealth Management Associates, Inc. | 4.575 | 0,00 | 241 | -0,41 | ||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 140 | -49,82 | 7 | -50,00 | ||||
| 2026-01-23 | 13F | Nbt Bank N A /ny | 53 | 0,00 | 33 | -10,81 | ||||
| 2025-10-17 | 13F | Smallwood Wealth Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-27 | 13F/A | OMNI 360 Wealth, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 1.304 | -3,26 | 69 | -4,23 | ||||
| 2026-01-20 | 13F | Stratos Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 595 | 0,00 | 31 | 0,00 | ||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 1.240 | 182,46 | 70 | 204,35 | ||||
| 2026-01-26 | 13F | Provenance Wealth Advisors, LLC | 376 | 0,00 | 20 | 0,00 | ||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Nemes Rush Group LLC | 125 | 0,00 | 7 | 0,00 | ||||
| 2026-02-10 | 13F | Moors & Cabot, Inc. | 7.316 | -10,90 | 385 | -11,32 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 58.459 | -2,61 | 3.076 | -2,97 | ||||
| 2026-02-10 | 13F | Murphy & Mullick Capital Management Corp | 382 | 0,53 | 20 | 0,00 | ||||
| 2026-02-17 | 13F | Two Sigma Investments, Lp | 8.900 | -36,43 | 468 | -36,67 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 25.235 | 4,16 | 1.328 | 3,75 | ||||
| 2026-02-11 | 13F | Flagship Wealth Advisors, Llc | 1.000 | 0,00 | 53 | 0,00 | ||||
| 2026-02-06 | 13F | Copia Wealth Management | 24.878 | -8,20 | 1.309 | -8,53 | ||||
| 2026-02-11 | 13F | Simplex Trading, Llc | 130 | 7 | ||||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 52.353 | 312,75 | 2.755 | 311,66 | ||||
| 2026-02-06 | 13F | Signature Estate & Investment Advisors Llc | 16.611 | 0,56 | 874 | 0,23 | ||||
| 2026-01-23 | 13F | U.S. Capital Wealth Advisors, LLC | 46.335 | 4,55 | 2.438 | 4,19 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 95.477 | 2,18 | 5.024 | 1,78 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 108 | -21,17 | 6 | -28,57 | ||||
| 2026-01-21 | 13F | SJS Investment Consulting Inc. | 19 | 1 | ||||||
| 2026-01-26 | 13F | Whittier Trust Co | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | HB Wealth Management, LLC | 8.316 | 0,56 | 438 | 0,23 | ||||
| 2026-01-29 | 13F | Riverbend Wealth Management, LLC | 11.301 | 1,59 | 595 | 1,19 | ||||
| 2026-02-11 | 13F | Marks Group Wealth Management, Inc | 4.924 | 0,00 | 259 | -0,38 | ||||
| 2026-02-17 | 13F | Insight Wealth Partners, LLC | 14.700 | -2,84 | 774 | -3,25 | ||||
| 2026-02-02 | 13F | Robertson Stephens Wealth Management, LLC | 9.904 | 32,00 | 521 | 31,57 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 1.688 | 0,00 | 89 | -1,12 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 1.200 | 0,00 | 63 | 0,00 | ||||
| 2026-02-02 | 13F | JDM Financial Group LLC | 85 | 0,00 | 4 | 0,00 | ||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 625 | 0,00 | 33 | 3,13 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 22.261 | 10,91 | 1.171 | 10,47 | ||||
| 2026-02-17 | 13F | Evergreen Wealth Solutions, LLC | 4.874 | 256 | ||||||
| 2026-02-13 | 13F | Manufacturers Life Insurance Company, The | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Nbc Securities, Inc. | 5.968 | -0,13 | 314 | -0,32 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 32.087 | -0,30 | 1.688 | -0,65 | ||||
| 2026-02-04 | 13F | Tsfg, Llc | 46 | 0,00 | 0 | |||||
| 2026-02-02 | 13F | CX Institutional | 159 | 0,63 | 0 | |||||
| 2026-01-08 | 13F | Chesapeake Asset Management Llc | 111 | 0,00 | 6 | 0,00 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 47.558 | -7,14 | 3 | 0,00 | ||||
| 2026-01-29 | 13F | UMA Financial Services, Inc. | 3.267 | 76,59 | 172 | 76,29 | ||||
| 2026-02-03 | 13F | Patton Albertson Miller Group, Llc | 52.966 | -11,49 | 2.787 | -11,80 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | GWM Advisors LLC | 21.814 | -0,06 | 1.148 | -0,43 | ||||
| 2026-03-05 | 13F | Bayban | 506 | 27 | ||||||
| 2026-01-26 | 13F | Keystone Wealth Services, LLC | 7.783 | 59,65 | 410 | 59,14 | ||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 19.356 | -3,79 | 1.049 | -1,50 | ||||
| 2026-02-11 | 13F | Wellspring Financial Advisors, LLC | 12.963 | 682 | ||||||
| 2025-11-06 | 13F | Blalock Williams, Llc | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Capital Analysts, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 1.162 | 44,53 | 61 | 45,24 | ||||
| 2026-02-09 | 13F | Key FInancial Inc | 69 | 0,00 | 4 | 0,00 | ||||
| 2025-11-13 | 13F | Brown Brothers Harriman & Co | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 7.682 | 404 | ||||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 272 | 14 | ||||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Scarborough Advisors, LLC | 4.979 | -3,60 | 262 | -3,68 | ||||
| 2026-01-28 | 13F | Financial Perspectives, Inc | 13.635 | 0,00 | 717 | -0,42 | ||||
| 2026-02-11 | 13F | Zions Bancorporation, National Association /ut/ | 477 | 0,00 | 25 | 0,00 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 1.530 | 81 | ||||||
| 2026-01-14 | 13F | Wealthcare Capital Partners, LLC | 24.908 | 8,54 | 1.311 | 8,09 | ||||
| 2026-02-02 | 13F | TCI Wealth Advisors, Inc. | 10.146 | 0,00 | 534 | -0,37 | ||||
| 2026-01-29 | 13F | Hoge Financial Services, Llc | 53.674 | 37,21 | 2.824 | 36,69 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 21.401 | 29,99 | 1.126 | 29,57 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 10.099.658 | 0,84 | 531.444 | 0,46 | ||||
| 2026-01-16 | 13F | Perigon Wealth Management, LLC | 4.386 | -10,43 | 231 | -10,85 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 48.799 | -13,45 | 3 | 0,00 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 23.530 | 21,71 | 1.238 | 21,25 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 21.229 | 1.117 | ||||||
| 2026-02-05 | 13F | Plante Moran Financial Advisors, LLC | 130 | 7 | ||||||
| 2026-02-10 | 13F | Swmg, Llc | 14.611 | 0,56 | 856 | 10,03 | ||||
| 2026-01-20 | 13F | eCIO, Inc. | 155 | 8 | ||||||
| 2026-01-29 | 13F | High Point Wealth Management, LLC | 534 | 28 | ||||||
| 2026-02-17 | 13F | Creative Planning | 437.796 | -0,93 | 23.037 | -1,30 | ||||
| 2026-02-09 | 13F | Eaton Financial Holdings Company, LLC | 27.423 | 0,00 | 1.443 | -0,41 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 22.678 | -0,75 | 1.193 | -1,08 | ||||
| 2026-02-13 | 13F | J. Mark Nickell & Co. | 5.304 | 279 | ||||||
| 2026-01-12 | 13F | Evolution Wealth Advisors, LLC | 6.215 | 327 | ||||||
| 2026-01-22 | 13F | Elm3 Financial Group, LLC | 17.279 | 909 | ||||||
| 2026-01-16 | 13F | Marino, Stram & Associates Llc | 8.119 | -1,87 | 427 | -2,29 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 6.873 | 3,96 | 362 | 3,44 | ||||
| 2026-02-13 | 13F | Icon Wealth Advisors, LLC | 8.005 | 0,08 | 421 | -0,24 | ||||
| 2025-10-28 | 13F | MeadowBrook Investment Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Eagle Strategies LLC | 6.430 | -2,19 | 338 | -2,59 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 57 | 3 | ||||||
| 2025-10-22 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | MAI Capital Management | 154 | 126,47 | 8 | 166,67 | ||||
| 2026-02-13 | 13F | Kilter Group LLC | 2.129 | -13,28 | 112 | -13,18 | ||||
| 2026-01-23 | 13F | Ogorek Anthony Joseph /ny/ /adv | 24 | 0,00 | 0 | |||||
| 2026-02-02 | 13F | Chapman Financial Group, Llc | 946 | 50 | ||||||
| 2026-01-15 | 13F | Fortitude Family Office, LLC | 65 | 3 | ||||||
| 2025-11-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 22.402 | -7,13 | 1.179 | -7,54 | ||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 70 | 0,00 | 4 | 0,00 | ||||
| 2026-02-17 | 13F | Keebeck Wealth Management, LLC | 11.330 | -7,65 | 596 | -8,02 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 27.107 | 266,06 | 1.426 | 264,71 | ||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 1.909 | -6,88 | 100 | -7,41 | ||||
| 2026-03-05 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 560 | 29 | ||||||
| 2026-03-06 | 13F | Hsbc Holdings Plc | 753.905 | 7,87 | 39.670 | 7,46 | ||||
| 2026-01-12 | 13F | Lifelong Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-10-24 | 13F | Opal Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | Tompkins Financial Corp | 74 | 0,00 | 4 | 0,00 | ||||
| 2026-02-13 | 13F | Alerus Financial Na | 16 | 0,00 | 1 | |||||
| 2026-02-17 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Logan Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Liberty Square Wealth Partners Llc | 7.644 | 0,00 | 402 | -0,25 | ||||
| 2026-02-12 | 13F | Keel Point, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Private Trust Co Na | 2.388 | -0,17 | 126 | -0,79 | ||||
| 2026-01-27 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 14.045 | -42,74 | 739 | -42,93 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 10.441 | -35,68 | 549 | -35,94 | ||||
| 2025-10-15 | 13F | Brookstone Capital Management | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Creekside Partners | 12.134 | -30,32 | 638 | -30,58 | ||||
| 2026-02-03 | 13F | Indivisible Partners | 13.398 | 705 | ||||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Strategic Financial Partners, Ltd. | 12.027 | -5,73 | 633 | -6,09 | ||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 100 | 5 | ||||||
| 2026-01-30 | 13F | Arlington Trust Co LLC | 648 | 0,00 | 34 | 0,00 | ||||
| 2026-02-13 | 13F | Quattro Advisors LLC | 35 | 2 | ||||||
| 2026-02-03 | 13F | Financial Partners Group, Inc | 32.917 | -1,19 | 1.845 | 4,83 | ||||
| 2026-01-23 | 13F | Fifth Third Securities, Inc. | 64.648 | -0,19 | 3.402 | -0,58 | ||||
| 2026-02-11 | 13F | Strategy Asset Managers Llc | 36.431 | 5,49 | 1.917 | 5,04 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 1.491 | 0,07 | 78 | 0,00 | ||||
| 2026-02-10 | 13F | Consolidated Capital Management, Llc | 30.066 | 1.582 | ||||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 171.678 | 57,42 | 9.034 | 58,03 | ||||
| 2025-11-03 | 13F | Summit Investment Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-14 | 13F | Howe & Rusling Inc | 17 | 1 | ||||||
| 2026-01-27 | 13F | PFG Advisors | 4.146 | -4,49 | 218 | -4,80 | ||||
| 2025-11-10 | 13F/A | Flaharty Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Financial Freedom, LLC | 46 | 0,00 | 2 | 0,00 | ||||
| 2026-01-20 | 13F | Wealthcare Capital Management Llc | 6.402 | 4,78 | 337 | 4,35 | ||||
| 2026-02-09 | 13F | TrustBank | 195.656 | 10.295 | ||||||
| 2026-01-21 | 13F | Touchstone Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Citigroup Inc | 140 | 6,87 | 7 | 16,67 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 125 | -29,78 | 7 | -33,33 | ||||
| 2026-01-26 | 13F | United Advisor Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | McCarthy & Cox | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | Ridgeline Wealth, LLC | 4.724 | -0,38 | 249 | -0,80 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 11.370 | 66,64 | 642 | 75,14 | ||||
| 2026-01-09 | 13F | Zrc Wealth Management, Llc | 1.066 | 0,57 | 56 | 0,00 | ||||
| 2026-02-13 | 13F | OpenArc Corporate Advisory, LLC | 6.623 | 348 | ||||||
| 2026-01-14 | 13F | Wealthcare Advisory Partners LLC | 157.241 | 4,32 | 8.274 | 3,93 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 337.560 | 9,57 | 17.762 | 9,16 | ||||
| 2026-01-09 | 13F | Dynamic Advisor Solutions LLC | 5.930 | 312 | ||||||
| 2026-01-30 | 13F | Arrien Investments, Inc. | 34.526 | -0,36 | 1.817 | -0,77 | ||||
| 2025-11-18 | 13F | Tcfg Wealth Management, Llc | 26.884 | 1 | ||||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 34.187 | 19,70 | 1.799 | 19,23 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 26 | 1 | ||||||
| 2026-01-22 | 13F | Apollon Financial, LLC | 4.458 | 0,00 | 235 | -0,43 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 5.703 | 3,09 | 300 | 2,74 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 255 | 5,81 | 13 | 8,33 | ||||
| 2026-02-17 | 13F | Capstone Financial Advisors, Inc. | 6.549 | 1,03 | 345 | 0,58 | ||||
| 2026-02-17 | 13F | RMB Capital Management, LLC | 364.524 | -1,07 | 19.181 | -1,45 | ||||
| 2026-01-28 | 13F | Barrett & Company, Inc. | 13 | 0,00 | 1 | |||||
| 2025-10-22 | 13F | Gries Financial Llc | 10.411 | 0,00 | 550 | 7,23 | ||||
| 2026-02-11 | 13F | Ramirez Asset Management, Inc. | 1.000 | 53 | ||||||
| 2026-02-12 | 13F | Laurel Oak Wealth Management, Llc | 14.329 | 754 | ||||||
| 2026-01-22 | 13F | Comprehensive Money Management Services LLC | 16.780 | 0,00 | 883 | -0,45 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 1.290 | 3,78 | 68 | 3,08 | ||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 64 | 0,00 | 3 | 0,00 | ||||
| 2026-01-07 | 13F | Retirement Wealth Solutions LLC | 21 | 0,00 | 1 | 0,00 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 326.429 | -1,64 | 17.177 | 100.935,29 | ||||
| 2026-02-02 | 13F | Pines Wealth Management, LLC | 9.884 | 4,70 | 520 | 4,42 | ||||
| 2026-01-22 | 13F | Harwood Advisory Group, LLC | 65 | 3 | ||||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 6.117 | 322 | ||||||
| 2026-01-23 | 13F | Valley National Advisers Inc | 3.360 | 0,00 | 0 | |||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 9 | -99,98 | 0 | -100,00 | ||||
| 2025-11-25 | 13F | Briaud Financial Planning, Inc | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | North Star Investment Management Corp. | 415 | 0,00 | 22 | 0,00 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 2.629 | 0,11 | 138 | 0,00 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 30.539 | 7,03 | 1.608 | 6,70 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 10.721 | -45,31 | 564 | -45,51 | ||||
| 2026-01-30 | 13F | Caldwell Trust Co | 36 | 0,00 | 2 | 0,00 | ||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 1.609 | 12,68 | 85 | 12,00 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Focus Financial Network, Inc. | 6.025 | -3,12 | 317 | -3,35 | ||||
| 2026-01-21 | 13F | Warner Financial, Inc | 30.499 | 0,31 | 2 | 0,00 | ||||
| 2026-02-18 | 13F | Vermillion & White Wealth Management Group, LLC | 50 | 0,00 | 3 | 0,00 | ||||
| 2026-01-14 | 13F | Cypress Wealth Services, LLC | 8.189 | -20,83 | 431 | -21,25 | ||||
| 2026-02-17 | 13F | Fmr Llc | 16.790 | 10,60 | 884 | 10,24 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 4.424 | 233 | ||||||
| 2026-02-19 | 13F | Birchwood Financial Partners, Inc. | 34 | 2 | ||||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 5.132 | 7,86 | 270 | 7,57 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 7.878 | -21,76 | 415 | -22,03 | ||||
| 2025-10-20 | 13F | Keystone Global Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Jfs Wealth Advisors, Llc | 77 | 126,47 | 4 | 300,00 | ||||
| 2025-11-14 | 13F | NorthRock Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-23 | 13F | Laurel Wealth Planning LLC | 191.860 | -0,36 | 10.096 | -0,74 | ||||
| 2026-01-16 | 13F | Balboa Wealth Partners | 9.946 | 60,96 | 523 | 60,43 | ||||
| 2026-01-21 | 13F | Stone House Investment Management, LLC | 70 | -28,57 | 4 | -40,00 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 501 | 26 | ||||||
| 2026-01-20 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9.110 | -3,68 | 479 | -4,01 | ||||
| 2026-02-13 | 13F | Bard Associates Inc | 300 | 16 | ||||||
| 2025-10-30 | 13F | Twin Peaks Wealth Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-12 | 13F | Duncan Williams Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Harbor Asset Planning, Inc. | 571 | 20,21 | 30 | 20,00 | ||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 39.756 | -10,60 | 1.988 | -15,37 | ||||
| 2026-02-12 | 13F | Scotia Capital Inc. | 13.710 | 1,68 | 721 | 1,26 | ||||
| 2026-01-16 | 13F | Keystone Financial Group, Inc. | 168 | 9 | ||||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 27.291 | 10,70 | 1.436 | 10,29 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 140 | 0,00 | 7 | 0,00 | ||||
| 2026-01-15 | 13F | Gleason Group, Inc. | 178 | 9 | ||||||
| 2026-01-16 | 13F | Forte Asset Management Llc | 38.206 | 2.010 | ||||||
| 2026-01-20 | 13F | American National Bank | 789 | 0,00 | 42 | 0,00 | ||||
| 2025-10-08 | 13F | Beacon Financial Group | 6.664 | 0,00 | 352 | 7,34 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 15.900 | 0,00 | 837 | -0,36 | ||||
| 2026-02-04 | 13F | Mascoma Wealth Management LLC | 2.761 | 7,94 | 145 | 7,41 | ||||
| 2026-01-29 | 13F | Kickstand Ventures, Llc. | 13.606 | -1,44 | 716 | -1,92 | ||||
| 2026-01-30 | 13F | Citizens Financial Group Inc/ri | 7.903 | 6,27 | 416 | 5,87 | ||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 181 | -11,27 | 10 | -10,00 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 17.784 | 70,88 | 936 | 70,31 |
